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The Analysis of Atria Investments, Inc's Holdings & P&L

Currently, Atria Investments, Inc holds 2111 types of securities in its portfolio with a total value $10.0B. In the most recent quarter, they have increased their positions in N/A (+177.0K shares, valued at $132.5M), VUG (+1.2M shares, valued at $102.8M), N/A (+51.9K shares, valued at $38.8M); decreased their positions in BIL (-576.4K shares, valued at $52.8M), N/A (-408.8K shares, valued at $40.5M), MINT (-364.7K shares, valued at $36.8M); initiated new positions in QINT (+459.7K shares, valued at $31.9M), DFAE (+504.6K shares, valued at $20.3M), SETM (+444.8K shares, valued at $13.9M).

1M P&L

+214.9M+2.66%

3M P&L

+130.6M+1.60%

HY P&L

-401.7M-4.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A4.6B

54.7%

2Semiconductors417.0M

4.9%

3Internet Content & Information194.1M

2.3%

Top Industries by Stock Count

1N/A780 stocks

39.9%

2Banks - Regional62 stocks

3.2%

3Software - Application39 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR423.7K shares71.74%2026-06-302026-07-28

VOO VANGUARD INDEX FDS301.8K shares17.21%2026-06-302026-07-28

NVDA NVIDIA CORPORATION967.7K shares0.20%2026-06-302026-07-28

MSFT MICROSOFT CORP349.5K shares-7.77%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T170.3K shares43.82%2026-06-302026-07-28

AAPL APPLE INC413.1K shares-2.47%2026-06-302026-07-28

VUG VANGUARD INDEX FDS1.4M shares632.72%2026-06-302026-07-28

GLD SPDR GOLD TR316.3K shares17.92%2026-06-302026-07-28

Sponsored

GOOGL ALPHABET INC286.5K shares-0.80%2026-06-302026-07-28

AMZN AMAZON COM INC422.0K shares-4.86%2026-06-302026-07-28

VGIT VANGUARD SCOTTSDALE FDS1.6M shares5.15%2026-06-302026-07-28

BROADCOM INC BROADCOM INC238.0K shares-3.18%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS242.7K shares44.54%2026-06-302026-07-28

VTV VANGUARD INDEX FDS408.0K shares6.93%2026-06-302026-07-28

GOOG ALPHABET INC238.6K shares6.57%2026-06-302026-07-28

IVW ISHARES TR603.5K shares3.29%2026-06-302026-07-28

Sponsored

IEMG ISHARES INC997.4K shares-21.85%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS1.1M shares9.43%2026-06-302026-07-28

DYNF BLACKROCK ETF TRUST1.1M shares5.92%2026-06-302026-07-28

QLTY GMO ETF TRUST1.7M shares17.57%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC122.4K shares-5.83%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO209.5K shares0.40%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC134.0K shares4.19%2026-06-302026-07-28

IUSB ISHARES TR1.4M shares28.76%2026-06-302026-07-28

Sponsored

BIL SPDR SERIES TRUST679.8K shares-45.89%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON234.8K shares-3.25%2026-06-302026-07-28

DIA STATE STR SPDR DOW JONES IND114.0K shares-0.83%2026-06-302026-07-28

IVE ISHARES TR258.3K shares-16.57%2026-06-302026-07-28

EFA ISHARES TR486.1K shares-18.65%2026-06-302026-07-28

VISA INC VISA INC146.8K shares0.01%2026-06-302026-07-28

MINT PIMCO ETF TR488.2K shares-42.76%2026-06-302026-07-28

KORP AMERICAN CENTY ETF TR1.0M shares5.57%2026-06-302026-07-28

Sponsored

MTUM ISHARES TR140.9K shares-3.65%2026-06-302026-07-28

TSLA TESLA INC114.5K shares-3.44%2026-06-302026-07-28

GRID FIRST TR EXCHANGE-TRADED FD249.3K shares26.00%2026-06-302026-07-28

ISHARES TR ISHARES TR491.2K shares-11.71%2026-06-302026-07-28

GBIL GOLDMAN SACHS ETF TR452.4K shares25.64%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR232.0K shares17.20%2026-06-302026-07-28

LLY ELI LILLY & CO34.1K shares-8.74%2026-06-302026-07-28

EFG ISHARES TR317.3K shares10.72%2026-06-302026-07-28

Sponsored

FSMD FIDELITY COVINGTON TRUST746.7K shares-1.56%2026-06-302026-07-28

ABBVIE INC ABBVIE INC154.3K shares1.33%2026-06-302026-07-28

CVX CHEVRON CORPORATION233.4K shares-2.83%2026-06-302026-07-28

BAI BLACKROCK ETF TRUST727.5K shares-18.21%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC32.9K shares13.40%2026-06-302026-07-28

LQD ISHARES TR335.8K shares5.66%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC294.7K shares-2.10%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F567.7K shares15.18%2026-06-302026-07-28

Sponsored

PM PHILIP MORRIS INTL INC176.6K shares-7.04%2026-06-302026-07-28

QINT AMERICAN CENTY ETF TR459.7K sharesnew addition2026-06-302026-07-28

PHO INVESCO EXCHANGE TRADED FD T458.8K shares29.61%2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR1.1M shares20.06%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC43.6K shares7.70%2026-06-302026-07-28

LRCX LAM RESEARCH CORP69.8K shares8.18%2026-06-302026-07-28

CORO BLACKROCK ETF TRUST818.8K shares407.29%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC71.8K shares17.86%2026-06-302026-07-28

Sponsored

EEM ISHARES TR425.4K shares229.28%2026-06-302026-07-28

BLCR BLACKROCK ETF TRUST571.1K shares13.40%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP208.0K shares-13.89%2026-06-302026-07-28

ORACLE CORP ORACLE CORP187.6K shares-6.68%2026-06-302026-07-28

ASML ASML HLDG NV13.5K shares6.32%2026-06-302026-07-28

IWF ISHARES TR214.6K shares408.72%2026-06-302026-07-28

WMT WALMART INC232.6K shares-5.92%2026-06-302026-07-28

GOVT ISHARES TR1.1M shares6.97%2026-06-302026-07-28

Sponsored

VBR VANGUARD INDEX FDS105.5K shares8.07%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS347.7K shares11.23%2026-06-302026-07-28

VBK VANGUARD INDEX FDS69.6K shares-2.56%2026-06-302026-07-28

DGRO ISHARES TR333.7K shares29.40%2026-06-302026-07-28

SPSB SPDR SERIES TRUST823.5K shares16.93%2026-06-302026-07-28

BNDX VANGUARD CHARLOTTE FDS509.1K shares2.38%2026-06-302026-07-28

AVUV AMERICAN CENTY ETF TR196.5K shares-3.10%2026-06-302026-07-28

MRK MERCK & CO INC190.3K shares-2.12%2026-06-302026-07-28

Sponsored

AMD ADVANCED MICRO DEVICES INC41.9K shares14.02%2026-06-302026-07-28

VV VANGUARD INDEX FDS70.2K shares6903.59%2026-06-302026-07-28

EFV ISHARES TR314.3K shares-54.80%2026-06-302026-07-28

KO COCA COLA CO295.7K shares-6.27%2026-06-302026-07-28

IUSG ISHARES TR127.6K shares4.10%2026-06-302026-07-28

ADI ANALOG DEVICES INC58.7K shares-0.61%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL45.7K shares-8.13%2026-06-302026-07-28

FTSM FIRST TR EXCHANGE-TRADED FD383.1K shares6.86%2026-06-302026-07-28

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED44.3K shares-18.17%2026-06-302026-07-28

IYW ISHARES TR90.0K shares18.03%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.318.0K shares-8.11%2026-06-302026-07-28

VB VANGUARD INDEX FDS74.7K shares17.55%2026-06-302026-07-28

IDEF BLACKROCK ETF TRUST705.1K shares19.60%2026-06-302026-07-28

THRO BLACKROCK ETF TRUST503.6K shares-34.96%2026-06-302026-07-28

BAC BANK OF AMER CORP367.2K shares-1.78%2026-06-302026-07-28

CAT CATERPILLAR INC19.6K shares17.44%2026-06-302026-07-28

Sponsored

TXN TEXAS INSTRS INC69.9K shares7.71%2026-06-302026-07-28

ISCG ISHARES TR316.4K shares-2.37%2026-06-302026-07-28

JAAA JANUS DETROIT STR TR409.5K shares5.80%2026-06-302026-07-28

VGT VANGUARD WORLD FD171.9K shares677.26%2026-06-302026-07-28

GEV GE VERNOVA INC17.4K shares0.09%2026-06-302026-07-28

DFAE DIMENSIONAL ETF TRUST504.6K sharesnew addition2026-06-302026-07-28

PVAL PUTNAM ETF TRUST397.7K shares1.25%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST226.5K shares5.73%2026-06-302026-07-28

Sponsored

VTIP VANGUARD MALVERN FDS395.9K shares92.12%2026-06-302026-07-28

WFC WELLS FARGO & CO236.9K shares-7.29%2026-06-302026-07-28

PG PROCTER & GAMBLE CO132.6K shares-4.26%2026-06-302026-07-28

BSV VANGUARD BD INDEX FDS247.5K shares-26.63%2026-06-302026-07-28

SPDW SPDR INDEX SHS FDS381.8K shares-8.84%2026-06-302026-07-28

HD HOME DEPOT INC54.5K shares-8.35%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC19.0K shares1.11%2026-06-302026-07-28

PH PARKER-HANNIFIN CORP19.6K shares-1.54%2026-06-302026-07-28

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F407.1K shares10.53%2026-06-302026-07-28

XLE SELECT SECTOR SPDR TR356.6K shares64.90%2026-06-302026-07-28

SMH VANECK ETF TRUST28.8K shares-4.75%2026-06-302026-07-28

MBB ISHARES TR194.3K shares5.99%2026-06-302026-07-28

BOND PIMCO ETF TR198.7K shares1.63%2026-06-302026-07-28

APH AMPHENOL CORP102.1K shares-0.57%2026-06-302026-07-28

CLOZ SERIES PORTFOLIOS TR677.7K shares266.79%2026-06-302026-07-28

C CITIGROUP INC127.7K shares-27.85%2026-06-302026-07-28

Sponsored

SCHG SCHWAB STRATEGIC TR518.2K shares-5.67%2026-06-302026-07-28

GJUN FIRST TR EXCHNG TRADED FD VI424.7K shares61.29%2026-06-302026-07-28

DGRW WISDOMTREE TR182.8K shares-12.70%2026-06-302026-07-28

GLW CORNING INC68.4K shares15.20%2026-06-302026-07-28

MCD MCDONALDS CORP64.0K shares4.54%2026-06-302026-07-28

VIOV VANGUARD ADMIRAL FDS INC146.7K shares2.94%2026-06-302026-07-28

AVLV AMERICAN CENTY ETF TR187.6K shares-3.07%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC49.8K shares44.79%2026-06-302026-07-28

Sponsored

VOOG VANGUARD ADMIRAL FDS INC200.1K shares568.49%2026-06-302026-07-28

KLAC KLA CORP54.8K shares671.58%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO48.4K shares-0.42%2026-06-302026-07-28

BA BOEING CO75.5K shares-0.08%2026-06-302026-07-28

DIS DISNEY WALT CO169.6K shares-1.71%2026-06-302026-07-28

LIN LINDE PLC31.4K shares0.32%2026-06-302026-07-28

MNST MONSTER BEVERAGE CORP NEW167.7K shares1.97%2026-06-302026-07-28

PNC PNC FINL SVCS GROUP INC65.4K shares0.99%2026-06-302026-07-28

Sponsored

CHUBB LIMITED CHUBB LIMITED47.0K shares7.27%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS56.8K shares-14.38%2026-06-302026-07-28

TLH ISHARES TR158.8K shares-14.66%2026-06-302026-07-28

AMGN AMGEN INC43.7K shares-8.11%2026-06-302026-07-28

IWM ISHARES TR52.6K shares1382.25%2026-06-302026-07-28

MS MORGAN STANLEY75.5K shares1.91%2026-06-302026-07-28

TJX TJX COS INC NEW102.7K shares-13.61%2026-06-302026-07-28

OACP UNIFIED SER TR672.9K shares-2.58%2026-06-302026-07-28

Sponsored

PLD PROLOGIS INC.111.9K shares0.59%2026-06-302026-07-28

DDWM WISDOMTREE TR326.3K shares-10.42%2026-06-302026-07-28

IEF ISHARES TR158.9K shares-14.72%2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS INC30.2K shares10.62%2026-06-302026-07-28

FJUN FIRST TR EXCHNG TRADED FD VI250.2K shares164.70%2026-06-302026-07-28

BK BANK OF NY MELLON CORP103.1K shares-5.01%2026-06-302026-07-28

IUSV ISHARES TR134.6K shares13.53%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC348.5K shares11.40%2026-06-302026-07-28

Sponsored

GE GE AEROSPACE39.4K shares20.81%2026-06-302026-07-28

PYLD PIMCO ETF TR544.8K shares4.57%2026-06-302026-07-28

OAIM UNIFIED SER TR300.9K shares-49.54%2026-06-302026-07-28

ETN EATON CORP PLC33.6K shares-18.40%2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC162.9K shares5.28%2026-06-302026-07-28

RDVY FIRST TR EXCHANGE TRADED FD176.4K shares1.18%2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR266.4K shares10.28%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP153.2K shares-9.77%2026-06-302026-07-28

Sponsored

COP CONOCOPHILLIPS134.9K shares4.28%2026-06-302026-07-28

INTC INTEL CORP100.3K shares-9.05%2026-06-302026-07-28

VXUS VANGUARD STAR FDS163.2K shares6.91%2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC32.3K shares10.63%2026-06-302026-07-28

TMO THERMO FISHER SCIENTIFIC INC27.7K shares-2.88%2026-06-302026-07-28

SETM SPROTT FDS TR444.8K sharesnew addition2026-06-302026-07-28

UNP UNION PAC CORP50.4K shares1.32%2026-06-302026-07-28

LEN LENNAR CORP151.5K shares4.67%2026-06-302026-07-28

Sponsored

VEU VANGUARD INTL EQUITY INDEX F162.0K shares14.22%2026-06-302026-07-28

WELL WELLTOWER INC59.6K shares16.83%2026-06-302026-07-28

BLACKROCK ETF TRUST BLACKROCK ETF TRUST477.7K sharesnew addition2026-06-302026-07-28

ASTRAZENECA PLC ASTRAZENECA PLC70.0K shares7.91%2026-06-302026-07-28

PEP PEPSICO INC96.9K shares-7.64%2026-06-302026-07-28

ESN NORTHERN LTS FD TR II656.2K shares7.81%2026-06-302026-07-28

HDV ISHARES TR475.8K shares487.36%2026-06-302026-07-28

FDX FEDEX CORP41.3K shares-1.10%2026-06-302026-07-28

Sponsored

BLK BLACKROCK INC13.4K shares-7.64%2026-06-302026-07-28

QGRW WISDOMTREE TR193.7K shares0.35%2026-06-302026-07-28

TT TRANE TECHNOLOGIES PLC25.9K shares-14.77%2026-06-302026-07-28

SHOP SHOPIFY INC111.0K shares-13.27%2026-06-302026-07-28

DFAS DIMENSIONAL ETF TRUST153.8K sharesnew addition2026-06-302026-07-28

MUB ISHARES TR116.3K shares15.91%2026-06-302026-07-28

OALC UNIFIED SER TR304.4K shares0.50%2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC156.5K shares12.09%2026-06-302026-07-28

Sponsored

GD GENERAL DYNAMICS CORP34.5K shares-4.22%2026-06-302026-07-28

IJH ISHARES TR157.0K shares7.42%2026-06-302026-07-28

FBND FIDELITY MERRIMACK STR TR264.4K shares6.86%2026-06-302026-07-28

ELV ELEVANCE HEALTH INC FORMERLY30.9K shares74.62%2026-06-302026-07-28

QUAL ISHARES TR54.4K shares-72.49%2026-06-302026-07-28

MGA MAGNA INTL INC179.9K shares-0.68%2026-06-302026-07-28

BIV VANGUARD BD INDEX FDS153.8K shares-6.00%2026-06-302026-07-28

USB US BANCORP193.9K shares1.39%2026-06-302026-07-28

Sponsored

QCOM QUALCOMM INC63.2K shares-28.73%2026-06-302026-07-28

ITA ISHARES TR48.1K shares6.04%2026-06-302026-07-28

VMBS VANGUARD SCOTTSDALE FDS248.0K shares3.72%2026-06-302026-07-28

AEP AMERICAN ELEC PWR CO INC83.4K shares18.81%2026-06-302026-07-28

VYMI VANGUARD WHITEHALL FDS115.1K shares-0.89%2026-06-302026-07-28

VOD VODAFONE GROUP PLC846.4K shares-14.75%2026-06-302026-07-28

WDC WESTERN DIGITAL CORP17.3K shares12.60%2026-06-302026-07-28

SBUX STARBUCKS CORP108.0K shares-19.59%2026-06-302026-07-28

Sponsored

WEC WEC ENERGY GROUP INC94.5K shares7.84%2026-06-302026-07-28

THO THOR INDS INC145.1K shares2.31%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION11.6K shares-4.96%2026-06-302026-07-28

SOUTHERN CO SOUTHERN CO113.5K shares8.72%2026-06-302026-07-28

FLRN SPDR SERIES TRUST347.2K shares77.60%2026-06-302026-07-28

GM GENERAL MTRS CO138.4K shares-3.42%2026-06-302026-07-28

VO VANGUARD INDEX FDS131.8K shares1091.06%2026-06-302026-07-28

CMI CUMMINS INC14.9K shares6.32%2026-06-302026-07-28

Sponsored

COF CAPITAL ONE FINL CORP52.7K shares8.31%2026-06-302026-07-28

VFLO VICTORY PORTFOLIOS II229.8K shares0.21%2026-06-302026-07-28

SDVY FIRST TR EXCHANGE TRADED FD241.3K shares0.21%2026-06-302026-07-28

VT VANGUARD INTL EQUITY INDEX F63.8K shares189.00%2026-06-302026-07-28

FMAY FIRST TR EXCHNG TRADED FD VI178.0K sharesnew addition2026-06-302026-07-28

ACWX ISHARES TR130.9K shares80.39%2026-06-302026-07-28

IWD ISHARES TR41.0K shares35.87%2026-06-302026-07-28

ANET ARISTA NETWORKS INC58.2K shares9.45%2026-06-302026-07-28

Sponsored

DE DEERE & CO15.6K shares-13.42%2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC24.7K shares-16.53%2026-06-302026-07-28

ADP AUTOMATIC DATA PROCESSING IN43.9K shares-4.70%2026-06-302026-07-28

SGOV ISHARES TR97.2K shares7.18%2026-06-302026-07-28

GILD GILEAD SCIENCES INC76.2K shares-11.04%2026-06-302026-07-28

XLY SELECT SECTOR SPDR TR81.9K shares8.26%2026-06-302026-07-28

XLV SELECT SECTOR SPDR TR60.5K shares1.06%2026-06-302026-07-28

LOW LOWES COS INC43.3K shares-0.03%2026-06-302026-07-28

Sponsored

BLV VANGUARD BD INDEX FDS138.3K shares0.01%2026-06-302026-07-28

IXUS ISHARES TR99.3K shares-1.91%2026-06-302026-07-28

IAU ISHARES GOLD TR125.2K shares-4.69%2026-06-302026-07-28

IBDT ISHARES TR374.4K shares12.53%2026-06-302026-07-28

NVS NOVARTIS AG60.2K shares-3.54%2026-06-302026-07-28

ETR ENTERGY CORP NEW82.1K shares10.29%2026-06-302026-07-28

JVAL J P MORGAN EXCHANGE TRADED F159.4K shares-25.38%2026-06-302026-07-28

MO ALTRIA GROUP INC129.2K shares-0.32%2026-06-302026-07-28

Sponsored

MMC MARSH & MCLENNAN COS INC55.7K shares-18.11%2026-06-302026-07-28

FREEPORT MCMORAN INC FREEPORT MCMORAN INC146.5K shares59.93%2026-06-302026-07-28

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II182.0K sharesnew addition2026-06-302026-07-28

IBDR ISHARES TR377.7K shares11.64%2026-06-302026-07-28

PALC PACER FDS TR152.7K shares14.88%2026-06-302026-07-28

XLI SELECT SECTOR SPDR TR49.0K shares279.82%2026-06-302026-07-28

IBDS ISHARES TR374.2K shares11.87%2026-06-302026-07-28

BTI BRITISH AMERN TOB PLC146.3K shares4.64%2026-06-302026-07-28

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BKNG BOOKING HOLDINGS INC50.6K shares2588.89%2026-06-302026-07-28

HORIZON FDS HORIZON FDS956.4K sharesnew addition2026-06-302026-07-28

TLT ISHARES TR103.8K shares-10.27%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS113.4K shares63.55%2026-06-302026-07-28

T AT&T INC432.9K shares-11.05%2026-06-302026-07-28

CME CME GROUP INC40.4K shares-4.12%2026-06-302026-07-28

FLQL FRANKLIN TEMPLETON ETF TR113.4K shares15.36%2026-06-302026-07-28

HEGD LISTED FDS TR331.1K shares3.16%2026-06-302026-07-28

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SNDK SANDISK CORP3.8K shares49.90%2026-06-302026-07-28

AGGY WISDOMTREE TR200.2K shares-24.04%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC120.3K shares-2.10%2026-06-302026-07-28

SPYG SPDR SERIES TRUST72.8K shares3.31%2026-06-302026-07-28

USPX FRANKLIN TEMPLETON ETF TR130.9K shares33.99%2026-06-302026-07-28

IEUR ISHARES TR113.5K shares28.07%2026-06-302026-07-28

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL8.8K shares31.33%2026-06-302026-07-28

EMR EMERSON ELEC CO59.5K shares6.38%2026-06-302026-07-28

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ISHARES TR ISHARES TR85.7K shares-82.68%2026-06-302026-07-28

RECS COLUMBIA ETF TR I195.4K shares1.58%2026-06-302026-07-28

SCHP SCHWAB STRATEGIC TR318.4K shares446.17%2026-06-302026-07-28

SECT NORTHERN LTS FD TR IV116.4K shares-19.99%2026-06-302026-07-28

MCK MCKESSON CORP11.0K shares-21.74%2026-06-302026-07-28

FAPR FIRST TR EXCHNG TRADED FD VI178.2K sharesnew addition2026-06-302026-07-28

DFAR DIMENSIONAL ETF TRUST318.1K sharesnew addition2026-06-302026-07-28

TIP ISHARES TR75.7K shares915.86%2026-06-302026-07-28

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ARW ARROW ELECTRS INC38.7K shares-58.53%2026-06-302026-07-28

LVHI LEGG MASON ETF INVT203.4K shares3.75%2026-06-302026-07-28

MSI MOTOROLA SOLUTIONS INC19.8K shares-6.96%2026-06-302026-07-28

PGR PROGRESSIVE CORP37.3K shares-2.64%2026-06-302026-07-28

FLQM FRANKLIN TEMPLETON ETF TR140.4K shares497.80%2026-06-302026-07-28

SPTM SPDR SERIES TRUST89.4K shares10.47%2026-06-302026-07-28

PFE PFIZER INC336.8K shares-3.33%2026-06-302026-07-28

EME EMCOR GROUP INC9.7K shares8.71%2026-06-302026-07-28

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XLC SELECT SECTOR SPDR TR74.0K shares-10.34%2026-06-302026-07-28

QQQM INVESCO EXCH TRADED FD TR II26.1K shares-16.88%2026-06-302026-07-28

GSY INVESCO ACTIVELY MANAGED EXC156.5K shares40.61%2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY INC26.3K shares-25.92%2026-06-302026-07-28

APD AIR PRODUCTS AND CHEMICALS I26.7K shares-0.33%2026-06-302026-07-28

CVS CVS HEALTH CORP75.7K shares-1.65%2026-06-302026-07-28

ADSK AUTODESK INC40.2K shares7.11%2026-06-302026-07-28

FFEB FIRST TR EXCHNG TRADED FD VI126.9K shares-11.01%2026-06-302026-07-28

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ILDR FIRST TR EXCHNG TRADED FD VI196.6K shares-18.12%2026-06-302026-07-28

FJAN FIRST TR EXCHNG TRADED FD VI140.0K shares-9.17%2026-06-302026-07-28

ACWI ISHARES TR48.9K shares14.61%2026-06-302026-07-28

S&P GLOBAL INC S&P GLOBAL INC18.8K shares10.28%2026-06-302026-07-28

ABT ABBOTT LABORATORIES84.4K shares-18.10%2026-06-302026-07-28

CGNG CAPITAL GROUP NEW GEOGRAPHY204.1K shares19.35%2026-06-302026-07-28

SCHE SCHWAB STRATEGIC TR210.7K shares0.90%2026-06-302026-07-28

GMAY FIRST TR EXCHNG TRADED FD VI177.1K sharesnew addition2026-06-302026-07-28

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FLEX FLEX LTD47.0K shares-12.02%2026-06-302026-07-28

CRM SALESFORCE INC48.5K shares-11.72%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T35.6K shares62.15%2026-06-302026-07-28

CRH CRH PLC70.6K shares5.11%2026-06-302026-07-28

CLOI VANECK ETF TRUST142.5K shares394.53%2026-06-302026-07-28

KNX KNIGHT-SWIFT TRANSN HLDGS IN96.8K shares-1.24%2026-06-302026-07-28

WMB WILLIAMS COS INC101.0K shares-8.62%2026-06-302026-07-28

TTE TOTALENERGIES SE96.4K shares-9.47%2026-06-302026-07-28

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IGRO ISHARES TR85.0K shares6.62%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS47.0K shares-2.31%2026-06-302026-07-28

NVO NOVO-NORDISK A S155.0K shares-2.84%2026-06-302026-07-28

CIEN CIENA CORP15.0K shares-11.02%2026-06-302026-07-28

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR161.0K shares3.47%2026-06-302026-07-28

MAS MASCO CORP88.7K shares-5.67%2026-06-302026-07-28

CAH CARDINAL HEALTH INC30.3K shares-3.00%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW56.7K shares-0.03%2026-06-302026-07-28

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CLH CLEAN HARBORS INC24.0K shares-19.63%2026-06-302026-07-28

IJR ISHARES TR48.4K shares-33.02%2026-06-302026-07-28

FNDF SCHWAB STRATEGIC TR134.7K shares393.39%2026-06-302026-07-28

TDY TELEDYNE TECHNOLOGIES INC10.5K shares-7.09%2026-06-302026-07-28

WASTE MGMT INC DEL WASTE MGMT INC DEL31.2K shares3.94%2026-06-302026-07-28

HWM HOWMET AEROSPACE INC25.7K shares9.74%2026-06-302026-07-28

CGGR CAPITAL GROUP GROWTH ETF146.0K shares-14.88%2026-06-302026-07-28

CSX CSX CORP144.3K shares-5.28%2026-06-302026-07-28

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VTEI VANGUARD MUN BD FDS67.4K shares6.58%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR214.4K shares0.55%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC68.2K shares-23.96%2026-06-302026-07-28

NOC NORTHROP GRUMMAN CORP13.2K shares-0.48%2026-06-302026-07-28

FESM FIDELITY COVINGTON TRUST138.9K shares2.77%2026-06-302026-07-28

LBTYK LIBERTY GLOBAL LTD608.7K shares-2.03%2026-06-302026-07-28

VOE VANGUARD INDEX FDS33.9K shares1.44%2026-06-302026-07-28

SYK STRYKER CORPORATION21.2K shares14.56%2026-06-302026-07-28

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MGV VANGUARD WORLD FD40.7K shares1.96%2026-06-302026-07-28

REGN REGENERON PHARMACEUTICALS10.6K shares-7.49%2026-06-302026-07-28

PNFP PINNACLE FINL PARTNERS INC65.0K shares4.61%2026-06-302026-07-28

MDY STATE STR SPDR S&P MIDCAP 409.3K shares121.51%2026-06-302026-07-28

DG DOLLAR GEN CORP56.7K shares10.23%2026-06-302026-07-28

FANG DIAMONDBACK ENERGY INC36.9K shares1.00%2026-06-302026-07-28

IBKR INTERACTIVE BROKERS GROUP IN74.2K shares-19.94%2026-06-302026-07-28

ALLW SSGA ACTIVE TR220.6K shares29.54%2026-06-302026-07-28

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HLT HILTON WORLDWIDE HLDGS INC19.3K shares-8.74%2026-06-302026-07-28

MDLZ MONDELEZ INTL INC110.0K shares-2.85%2026-06-302026-07-28

ECL ECOLAB INC22.8K shares3.80%2026-06-302026-07-28

CMCSA COMCAST CORP NEW258.4K shares-26.87%2026-06-302026-07-28

MGK VANGUARD WORLD FD72.1K shares515.90%2026-06-302026-07-28

BUFR FIRST TR EXCHNG TRADED FD VI173.5K shares3.79%2026-06-302026-07-28

JPST J P MORGAN EXCHANGE TRADED F124.8K shares-28.20%2026-06-302026-07-28

VDE VANGUARD WORLD FD42.0K shares3.58%2026-06-302026-07-28

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IBDV ISHARES TR288.6K shares15.53%2026-06-302026-07-28

MPC MARATHON PETE CORP24.5K shares-14.91%2026-06-302026-07-28

FIX COMFORT SYS USA INC3.1K shares-24.43%2026-06-302026-07-28

VPU VANGUARD WORLD FD31.5K shares39.34%2026-06-302026-07-28

EXPD EXPEDITORS INTL WASH INC37.6K shares1.84%2026-06-302026-07-28

SOXX ISHARES TR9.5K shares-12.42%2026-06-302026-07-28

EBAY EBAY INC.54.6K shares-15.19%2026-06-302026-07-28

VCIT VANGUARD SCOTTSDALE FDS73.8K shares-2.13%2026-06-302026-07-28

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DTD WISDOMTREE TR65.0K shares-55.92%2026-06-302026-07-28

AMT AMERICAN TOWER CORP37.0K shares-12.45%2026-06-302026-07-28

JSI JANUS DETROIT STR TR118.1K shares13.99%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC51.7K shares-27.34%2026-06-302026-07-28

VRT VERTIV HOLDINGS CO18.0K shares19.69%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC7.8K shares20.32%2026-06-302026-07-28

KEX KIRBY CORP43.4K shares-2.85%2026-06-302026-07-28

FAST FASTENAL CO120.1K shares-17.92%2026-06-302026-07-28

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USMV ISHARES TR59.5K shares-5.62%2026-06-302026-07-28

TEL TE CONNECTIVITY PLC28.5K shares-27.56%2026-06-302026-07-28

IDEV ISHARES TR64.2K shares-0.70%2026-06-302026-07-28

DHR DANAHER CORP DEL30.0K shares-29.98%2026-06-302026-07-28

RIO RIO TINTO PLC60.2K shares-3.97%2026-06-302026-07-28

PAYX PAYCHEX INC58.1K shares-10.39%2026-06-302026-07-28

XLG INVESCO EXCHANGE TRADED FD T93.2K shares-40.98%2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES INC19.6K shares11.29%2026-06-302026-07-28

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HONEYWELL INTL INC HONEYWELL INTL INC25.4K sharesnew addition2026-06-302026-07-28

VLO VALERO ENERGY CORP21.8K shares-33.26%2026-06-302026-07-28

UL UNILEVER PLC93.8K shares-5.60%2026-06-302026-07-28

DON WISDOMTREE TR99.4K shares-19.52%2026-06-302026-07-28

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC25.4K sharesnew addition2026-06-302026-07-28

ENB ENBRIDGE INC103.1K shares0.16%2026-06-302026-07-28

URI UNITED RENTALS INC4.9K shares-6.38%2026-06-302026-07-28

NGG NATIONAL GRID PLC67.2K shares6.38%2026-06-302026-07-28

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BDX BECTON DICKINSON & CO36.8K shares10.68%2026-06-302026-07-28

XSMO INVESCO EXCHANGE TRADED FD T59.4K shares-5.40%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR187.5K shares4.58%2026-06-302026-07-28

IMTM ISHARES TR103.4K shares1.08%2026-06-302026-07-28

GVI ISHARES TR52.0K shares-6.52%2026-06-302026-07-28

POOL CORP POOL CORP25.5K shares57.45%2026-06-302026-07-28

XSOE WISDOMTREE TR110.1K shares-32.08%2026-06-302026-07-28

AIRR FIRST TR EXCHANGE TRADED FD40.4K shares-7.57%2026-06-302026-07-28

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DFAX DIMENSIONAL ETF TRUST145.9K sharesnew addition2026-06-302026-07-28

ZALT INNOVATOR ETFS TRUST158.6K shares-2.94%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F94.7K shares42.67%2026-06-302026-07-28

GWW WW GRAINGER INC3.9K shares10.10%2026-06-302026-07-28

TMSL T ROWE PRICE EXCHANGE-TRADED121.3K shares-1.51%2026-06-302026-07-28

CARR CARRIER GLOBAL CORPORATION72.5K shares-15.93%2026-06-302026-07-28

EMXC ISHARES INC51.7K shares-1.40%2026-06-302026-07-28

GFEB FIRST TR EXCHNG TRADED FD VI119.2K shares-5.29%2026-06-302026-07-28

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CEF SPROTT ASSET MANAGEMENT LP130.3K shares9.29%2026-06-302026-07-28

ITW ILLINOIS TOOL WKS INC19.3K shares9.08%2026-06-302026-07-28

LDUR PIMCO ETF TR54.6K shares-55.37%2026-06-302026-07-28

CRS CARPENTER TECHNOLOGY CORP8.4K shares4.32%2026-06-302026-07-28

LDP COHEN & STEERS LTD DURATION246.0K shares238.13%2026-06-302026-07-28

3M CO 3M CO32.1K shares-17.73%2026-06-302026-07-28

OAEM UNIFIED SER TR103.9K shares11.19%2026-06-302026-07-28

RSG REPUBLIC SVCS INC24.0K shares84.97%2026-06-302026-07-28

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FE FIRSTENERGY CORP107.1K shares12.13%2026-06-302026-07-28

VOX VANGUARD WORLD FD27.6K shares36.26%2026-06-302026-07-28

BUFQ FIRST TR EXCHNG TRADED FD VI126.5K shares-1.12%2026-06-302026-07-28

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS40.9K shares1274.50%2026-06-302026-07-28

IEI ISHARES TR41.9K shares-7.75%2026-06-302026-07-28

LMUB ISHARES TR95.7K shares9.86%2026-06-302026-07-28

VCLT VANGUARD SCOTTSDALE FDS65.1K shares11.76%2026-06-302026-07-28

FLCB FRANKLIN TEMPLETON ETF TR227.8K shares4.83%2026-06-302026-07-28

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TFC TRUIST FINL CORP97.8K shares-22.14%2026-06-302026-07-28

WRB BERKLEY W R CORP68.7K shares-9.53%2026-06-302026-07-28

CDNS CADENCE DESIGN SYSTEM INC12.8K shares3.22%2026-06-302026-07-28

PDEC INNOVATOR ETFS TRUST104.4K shares91.44%2026-06-302026-07-28

AJG GALLAGHER ARTHUR J & CO20.8K shares22.03%2026-06-302026-07-28

PAUG INNOVATOR ETFS TRUST104.5K shares92.44%2026-06-302026-07-28

CI THE CIGNA GROUP17.2K shares-6.23%2026-06-302026-07-28

DOMINION ENERGY INC DOMINION ENERGY INC69.5K shares0.30%2026-06-302026-07-28

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DHDG FIRST TR EXCHNG TRADED FD VI129.7K sharesnew addition2026-06-302026-07-28

SLB SLB LIMITED101.6K shares-17.67%2026-06-302026-07-28

MUFG MITSUBISHI UFJ FINANCIAL GRO236.1K shares-10.26%2026-06-302026-07-28

ABNB AIRBNB INC32.8K shares-16.74%2026-06-302026-07-28

ITOT ISHARES TR28.5K shares790.77%2026-06-302026-07-28

SNPS SYNOPSYS INC10.4K shares-25.34%2026-06-302026-07-28

ORLY OREILLY AUTOMOTIVE INC50.0K shares-1.25%2026-06-302026-07-28

DHI D R HORTON INC28.2K shares-17.09%2026-06-302026-07-28

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TMUS T-MOBILE US INC27.3K shares131.06%2026-06-302026-07-28

BMY BRISTOL-MYERS SQUIBB CO79.3K shares-18.50%2026-06-302026-07-28

CORTEVA INC CORTEVA INC53.9K shares-1.31%2026-06-302026-07-28

UTF COHEN & STEERS INFRASTRUCTUR164.9K shares330.75%2026-06-302026-07-28

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V16.1K shares14.77%2026-06-302026-07-28

MOG.A MOOG INC10.7K shares20.04%2026-06-302026-07-28

VOT VANGUARD INDEX FDS14.7K shares30.16%2026-06-302026-07-28

SNY SANOFI SA105.7K shares-27.67%2026-06-302026-07-28

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KHPI MANAGED PORTFOLIO SER173.7K shares-21.99%2026-06-302026-07-28

XEL XCEL ENERGY INC55.4K shares-10.46%2026-06-302026-07-28

DUHP DIMENSIONAL ETF TRUST106.4K shares69.48%2026-06-302026-07-28

ICE INTERCONTINENTAL EXCHANGE IN36.0K shares-18.30%2026-06-302026-07-28

CVE CENOVUS ENERGY INC178.6K shares3.34%2026-06-302026-07-28

EVMO MORGAN STANLEY ETF TRUST88.6K shares36.99%2026-06-302026-07-28

MLM MARTIN MARIETTA MATLS INC7.7K shares-7.02%2026-06-302026-07-28

IQV IQVIA HLDGS INC22.8K shares-7.39%2026-06-302026-07-28

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IYJ ISHARES TR26.5K shares10.22%2026-06-302026-07-28

UPS UNITED PARCEL SVCS INC40.9K shares3.31%2026-06-302026-07-28

ROE EA SERIES TRUST102.5K shares-2.28%2026-06-302026-07-28

BUFD FIRST TR EXCHNG TRADED FD VI146.8K shares-0.30%2026-06-302026-07-28

EOG EOG RES INC33.5K shares-0.07%2026-06-302026-07-28

OASC UNIFIED SER TR120.9K shares12.03%2026-06-302026-07-28

SHV ISHARES TR39.3K shares-40.38%2026-06-302026-07-28

DRI DARDEN RESTAURANTS INC21.0K shares32.03%2026-06-302026-07-28

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SPG SIMON PPTY GROUP INC NEW19.3K shares-7.88%2026-06-302026-07-28

SPSM SPDR SERIES TRUST74.7K shares-2.03%2026-06-302026-07-28

VHT VANGUARD WORLD FD14.4K shares-5.36%2026-06-302026-07-28

ICVT ISHARES TR35.3K shares291.94%2026-06-302026-07-28

TDIV FIRST TR EXCHANGE TRADED FD37.4K shares-9.67%2026-06-302026-07-28

NRG NRG ENERGY INC29.3K shares-8.59%2026-06-302026-07-28

CVLC MORGAN STANLEY ETF TRUST45.0K shares-0.16%2026-06-302026-07-28

MTGP WISDOMTREE TR96.2K shares-22.87%2026-06-302026-07-28

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AZO AUTOZONE INC1.3K shares-7.52%2026-06-302026-07-28

VNQ VANGUARD INDEX FDS44.0K shares14.93%2026-06-302026-07-28

BC BRUNSWICK CORP50.2K shares-7.79%2026-06-302026-07-28

LUMENTUM HLDGS INC LUMENTUM HLDGS INC4.9K shares167.26%2026-06-302026-07-28

HGER HARBOR ETF TRUST142.5K shares9.04%2026-06-302026-07-28

SHEL SHELL PLC53.7K shares-8.75%2026-06-302026-07-28

YUM YUM BRANDS INC26.0K shares-3.29%2026-06-302026-07-28

FDD FIRST TR EXCHANGE-TRADED FD223.2K shares0.49%2026-06-302026-07-28

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VIG VANGUARD SPECIALIZED FUNDS17.4K shares188.98%2026-06-302026-07-28

HQY HEALTHEQUITY INC45.4K shares20.80%2026-06-302026-07-28

IGV ISHARES TR45.2K shares86.28%2026-06-302026-07-28

SGI SOMNIGROUP INTERNATIONAL INC52.2K shares-25.02%2026-06-302026-07-28

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.44.7K shares9.65%2026-06-302026-07-28

LONZ PIMCO ETF TR82.7K sharesnew addition2026-06-302026-07-28

CBRE CBRE GROUP INC30.3K shares4.78%2026-06-302026-07-28

QTEC FIRST TR EXCHANGE-TRADED FD12.2K shares-31.56%2026-06-302026-07-28

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MGC VANGUARD WORLD FD14.9K shares1.35%2026-06-302026-07-28

BILS SPDR SERIES TRUST40.4K shares-2.91%2026-06-302026-07-28

LMBS FIRST TR EXCHANGE-TRADED FD80.5K shares51.76%2026-06-302026-07-28

VIS VANGUARD WORLD FD11.1K shares2.63%2026-06-302026-07-28

DATADOG INC DATADOG INC15.3K shares-13.81%2026-06-302026-07-28

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC33.7K shares41.98%2026-06-302026-07-28

HSY HERSHEY CO22.7K shares26.05%2026-06-302026-07-28

NSC NORFOLK SOUTHN CORP12.6K shares-4.30%2026-06-302026-07-28

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FEM FIRST TR EXCH TRD ALPHDX FD124.2K shares4.82%2026-06-302026-07-28

IDEXX LABS INC IDEXX LABS INC7.5K shares-25.21%2026-06-302026-07-28

FTGS FIRST TR EXCHANGE-TRADED FD106.8K shares35.49%2026-06-302026-07-28

SONY SONY GROUP CORP196.5K shares-15.12%2026-06-302026-07-28

ENTG ENTEGRIS INC21.6K shares-10.28%2026-06-302026-07-28

ACIO ETF SER SOLUTIONS83.9K shares2.46%2026-06-302026-07-28

CLOUDFLARE INC CLOUDFLARE INC15.7K shares23.77%2026-06-302026-07-28

NDSN NORDSON CORP12.8K shares-7.84%2026-06-302026-07-28

Sponsored

IWP ISHARES TR26.2K shares77.23%2026-06-302026-07-28

CHRW C H ROBINSON WORLDWIDE IN20.3K shares-4.95%2026-06-302026-07-28

BINC BLACKROCK ETF TRUST II73.0K shares-59.28%2026-06-302026-07-28

APPLOVIN CORP APPLOVIN CORP7.4K shares-12.33%2026-06-302026-07-28

RBC RBC BEARINGS INC5.9K shares-4.05%2026-06-302026-07-28

NBIS NEBIUS GROUP N.V.13.8K shares-36.16%2026-06-302026-07-28

SPMD SPDR SERIES TRUST56.4K shares1.14%2026-06-302026-07-28

SHW SHERWIN WILLIAMS CO11.1K shares-38.83%2026-06-302026-07-28

Sponsored

SCHI SCHWAB STRATEGIC TR168.0K sharesnew addition2026-06-302026-07-28

RBA RB GLOBAL INC32.6K shares-6.28%2026-06-302026-07-28

FPX FIRST TR EXCHANGE-TRADED FD18.2K shares1.18%2026-06-302026-07-28

SPTL SPDR SERIES TRUST143.0K shares-15.47%2026-06-302026-07-28

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP7.3K shares-13.92%2026-06-302026-07-28

BX BLACKSTONE INC31.8K shares52.04%2026-06-302026-07-28

OUNZ VANECK MERK GOLD ETF96.6K shares13.28%2026-06-302026-07-28

Sponsored

BUFX FIRST TR EXCHNG TRADED FD VI167.1K shares1.53%2026-06-302026-07-28

OMC OMNICOM GROUP INC50.4K shares8.32%2026-06-302026-07-28

CFIT CAMBRIA ETF TR140.8K shares3.83%2026-06-302026-07-28

FVD FIRST TR EXCHANGE-TRADED FD75.9K shares-15.51%2026-06-302026-07-28

FERG FERGUSON ENTERPRISES INC15.4K shares-11.18%2026-06-302026-07-28

NTRA NATERA INC13.4K shares-3.87%2026-06-302026-07-28

AME AMETEK INC15.1K shares0.60%2026-06-302026-07-28

PFF ISHARES TR119.4K shares46.18%2026-06-302026-07-28

Sponsored

SANM SANMINA CORP14.4K shares-11.91%2026-06-302026-07-28

SPAB SPDR SERIES TRUST141.8K shares16.01%2026-06-302026-07-28

FITB FIFTH THIRD BANCORP64.0K shares2.05%2026-06-302026-07-28

FTI TECHNIPFMC PLC54.4K shares-1.76%2026-06-302026-07-28

ISHARES TR

71.74%

Shares423.7K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

17.21%

Shares301.8K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

0.20%

Shares967.7K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-7.77%

Shares349.5K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

43.82%

Shares170.3K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-2.47%

Shares413.1K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

632.72%

Shares1.4M

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

17.92%

Shares316.3K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-0.80%

Shares286.5K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-4.86%

Shares422.0K

Event2026-06-30

Filed2026-07-28

VGIT

VANGUARD SCOTTSDALE FDS

5.15%

Shares1.6M

Event2026-06-30

Filed2026-07-28

BROADCOM INC

-3.18%

Shares238.0K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

44.54%

Shares242.7K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

6.93%

Shares408.0K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

6.57%

Shares238.6K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

3.29%

Shares603.5K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

-21.85%

Shares997.4K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

9.43%

Shares1.1M

Event2026-06-30

Filed2026-07-28

DYNF

BLACKROCK ETF TRUST

5.92%

Shares1.1M

Event2026-06-30

Filed2026-07-28

QLTY

GMO ETF TRUST

17.57%

Shares1.7M

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-5.83%

Shares122.4K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

0.40%

Shares209.5K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.19%

Shares134.0K

Event2026-06-30

Filed2026-07-28

IUSB

ISHARES TR

28.76%

Shares1.4M

Event2026-06-30

Filed2026-07-28

BIL

SPDR SERIES TRUST

-45.89%

Shares679.8K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

-3.25%

Shares234.8K

Event2026-06-30

Filed2026-07-28

DIA

STATE STR SPDR DOW JONES IND

-0.83%

Shares114.0K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

-16.57%

Shares258.3K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

-18.65%

Shares486.1K

Event2026-06-30

Filed2026-07-28

VISA INC

0.01%

Shares146.8K

Event2026-06-30

Filed2026-07-28

MINT

PIMCO ETF TR

-42.76%

Shares488.2K

Event2026-06-30

Filed2026-07-28

KORP

AMERICAN CENTY ETF TR

5.57%

Shares1.0M

Event2026-06-30

Filed2026-07-28

MTUM

ISHARES TR

-3.65%

Shares140.9K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

-3.44%

Shares114.5K

Event2026-06-30

Filed2026-07-28

GRID

FIRST TR EXCHANGE-TRADED FD

26.00%

Shares249.3K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-11.71%

Shares491.2K

Event2026-06-30

Filed2026-07-28

GBIL

GOLDMAN SACHS ETF TR

25.64%

Shares452.4K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

17.20%

Shares232.0K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

-8.74%

Shares34.1K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES TR

10.72%

Shares317.3K

Event2026-06-30

Filed2026-07-28

FSMD

FIDELITY COVINGTON TRUST

-1.56%

Shares746.7K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

1.33%

Shares154.3K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

-2.83%

Shares233.4K

Event2026-06-30

Filed2026-07-28

BAI

BLACKROCK ETF TRUST

-18.21%

Shares727.5K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

13.40%

Shares32.9K

Event2026-06-30

Filed2026-07-28

LQD

ISHARES TR

5.66%

Shares335.8K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-2.10%

Shares294.7K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

15.18%

Shares567.7K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

-7.04%

Shares176.6K

Event2026-06-30

Filed2026-07-28

QINT

AMERICAN CENTY ETF TR

New

Shares459.7K

Event2026-06-30

Filed2026-07-28

PHO

INVESCO EXCHANGE TRADED FD T

29.61%

Shares458.8K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

20.06%

Shares1.1M

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

7.70%

Shares43.6K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

8.18%

Shares69.8K

Event2026-06-30

Filed2026-07-28

CORO

BLACKROCK ETF TRUST

407.29%

Shares818.8K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

17.86%

Shares71.8K

Event2026-06-30

Filed2026-07-28

EEM

ISHARES TR

229.28%

Shares425.4K

Event2026-06-30

Filed2026-07-28

BLCR

BLACKROCK ETF TRUST

13.40%

Shares571.1K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-13.89%

Shares208.0K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

-6.68%

Shares187.6K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

6.32%

Shares13.5K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

408.72%

Shares214.6K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

-5.92%

Shares232.6K

Event2026-06-30

Filed2026-07-28

GOVT

ISHARES TR

6.97%

Shares1.1M

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

8.07%

Shares105.5K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

11.23%

Shares347.7K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

-2.56%

Shares69.6K

Event2026-06-30

Filed2026-07-28

DGRO

ISHARES TR

29.40%

Shares333.7K

Event2026-06-30

Filed2026-07-28

SPSB

SPDR SERIES TRUST

16.93%

Shares823.5K

Event2026-06-30

Filed2026-07-28

BNDX

VANGUARD CHARLOTTE FDS

2.38%

Shares509.1K

Event2026-06-30

Filed2026-07-28

AVUV

AMERICAN CENTY ETF TR

-3.10%

Shares196.5K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

-2.12%

Shares190.3K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

14.02%

Shares41.9K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

6903.59%

Shares70.2K

Event2026-06-30

Filed2026-07-28

EFV

ISHARES TR

-54.80%

Shares314.3K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

-6.27%

Shares295.7K

Event2026-06-30

Filed2026-07-28

IUSG

ISHARES TR

4.10%

Shares127.6K

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

-0.61%

Shares58.7K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-8.13%

Shares45.7K

Event2026-06-30

Filed2026-07-28

FTSM

FIRST TR EXCHANGE-TRADED FD

6.86%

Shares383.1K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

-18.17%

Shares44.3K

Event2026-06-30

Filed2026-07-28

IYW

ISHARES TR

18.03%

Shares90.0K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

-8.11%

Shares318.0K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

17.55%

Shares74.7K

Event2026-06-30

Filed2026-07-28

IDEF

BLACKROCK ETF TRUST

19.60%

Shares705.1K

Event2026-06-30

Filed2026-07-28

THRO

BLACKROCK ETF TRUST

-34.96%

Shares503.6K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

-1.78%

Shares367.2K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

17.44%

Shares19.6K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

7.71%

Shares69.9K

Event2026-06-30

Filed2026-07-28

ISCG

ISHARES TR

-2.37%

Shares316.4K

Event2026-06-30

Filed2026-07-28

JAAA

JANUS DETROIT STR TR

5.80%

Shares409.5K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

677.26%

Shares171.9K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

0.09%

Shares17.4K

Event2026-06-30

Filed2026-07-28

DFAE

DIMENSIONAL ETF TRUST

New

Shares504.6K

Event2026-06-30

Filed2026-07-28

PVAL

PUTNAM ETF TRUST

1.25%

Shares397.7K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

5.73%

Shares226.5K

Event2026-06-30

Filed2026-07-28

VTIP

VANGUARD MALVERN FDS

92.12%

Shares395.9K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

-7.29%

Shares236.9K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-4.26%

Shares132.6K

Event2026-06-30

Filed2026-07-28

BSV

VANGUARD BD INDEX FDS

-26.63%

Shares247.5K

Event2026-06-30

Filed2026-07-28

SPDW

SPDR INDEX SHS FDS

-8.84%

Shares381.8K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-8.35%

Shares54.5K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

1.11%

Shares19.0K

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

-1.54%

Shares19.6K

Event2026-06-30

Filed2026-07-28

JCPB

J P MORGAN EXCHANGE TRADED F

10.53%

Shares407.1K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

64.90%

Shares356.6K

Event2026-06-30

Filed2026-07-28

SMH

VANECK ETF TRUST

-4.75%

Shares28.8K

Event2026-06-30

Filed2026-07-28

MBB

ISHARES TR

5.99%

Shares194.3K

Event2026-06-30

Filed2026-07-28

BOND

PIMCO ETF TR

1.63%

Shares198.7K

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP

-0.57%

Shares102.1K

Event2026-06-30

Filed2026-07-28

CLOZ

SERIES PORTFOLIOS TR

266.79%

Shares677.7K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

-27.85%

Shares127.7K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

-5.67%

Shares518.2K

Event2026-06-30

Filed2026-07-28

GJUN

FIRST TR EXCHNG TRADED FD VI

61.29%

Shares424.7K

Event2026-06-30

Filed2026-07-28

DGRW

WISDOMTREE TR

-12.70%

Shares182.8K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

15.20%

Shares68.4K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

4.54%

Shares64.0K

Event2026-06-30

Filed2026-07-28

VIOV

VANGUARD ADMIRAL FDS INC

2.94%

Shares146.7K

Event2026-06-30

Filed2026-07-28

AVLV

AMERICAN CENTY ETF TR

-3.07%

Shares187.6K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

44.79%

Shares49.8K

Event2026-06-30

Filed2026-07-28

VOOG

VANGUARD ADMIRAL FDS INC

568.49%

Shares200.1K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP

671.58%

Shares54.8K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

-0.42%

Shares48.4K

Event2026-06-30

Filed2026-07-28

BOEING CO

-0.08%

Shares75.5K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

-1.71%

Shares169.6K

Event2026-06-30

Filed2026-07-28

LIN

LINDE PLC

0.32%

Shares31.4K

Event2026-06-30

Filed2026-07-28

MNST

MONSTER BEVERAGE CORP NEW

1.97%

Shares167.7K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

0.99%

Shares65.4K

Event2026-06-30

Filed2026-07-28

CHUBB LIMITED

7.27%

Shares47.0K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

-14.38%

Shares56.8K

Event2026-06-30

Filed2026-07-28

TLH

ISHARES TR

-14.66%

Shares158.8K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

-8.11%

Shares43.7K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

1382.25%

Shares52.6K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

1.91%

Shares75.5K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

-13.61%

Shares102.7K

Event2026-06-30

Filed2026-07-28

OACP

UNIFIED SER TR

-2.58%

Shares672.9K

Event2026-06-30

Filed2026-07-28

PLD

PROLOGIS INC.

0.59%

Shares111.9K

Event2026-06-30

Filed2026-07-28

DDWM

WISDOMTREE TR

-10.42%

Shares326.3K

Event2026-06-30

Filed2026-07-28

IEF

ISHARES TR

-14.72%

Shares158.9K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC

10.62%

Shares30.2K

Event2026-06-30

Filed2026-07-28

FJUN

FIRST TR EXCHNG TRADED FD VI

164.70%

Shares250.2K

Event2026-06-30

Filed2026-07-28

BANK OF NY MELLON CORP

-5.01%

Shares103.1K

Event2026-06-30

Filed2026-07-28

IUSV

ISHARES TR

13.53%

Shares134.6K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

11.40%

Shares348.5K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

20.81%

Shares39.4K

Event2026-06-30

Filed2026-07-28

PYLD

PIMCO ETF TR

4.57%

Shares544.8K

Event2026-06-30

Filed2026-07-28

OAIM

UNIFIED SER TR

-49.54%

Shares300.9K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

-18.40%

Shares33.6K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

5.28%

Shares162.9K

Event2026-06-30

Filed2026-07-28

RDVY

FIRST TR EXCHANGE TRADED FD

1.18%

Shares176.4K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

10.28%

Shares266.4K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

-9.77%

Shares153.2K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

4.28%

Shares134.9K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

-9.05%

Shares100.3K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

6.91%

Shares163.2K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

10.63%

Shares32.3K

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER SCIENTIFIC INC

-2.88%

Shares27.7K

Event2026-06-30

Filed2026-07-28

SETM

SPROTT FDS TR

New

Shares444.8K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP

1.32%

Shares50.4K

Event2026-06-30

Filed2026-07-28

LEN

LENNAR CORP

4.67%

Shares151.5K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

14.22%

Shares162.0K

Event2026-06-30

Filed2026-07-28

WELL

WELLTOWER INC

16.83%

Shares59.6K

Event2026-06-30

Filed2026-07-28

BLACKROCK ETF TRUST

New

Shares477.7K

Event2026-06-30

Filed2026-07-28

ASTRAZENECA PLC

7.91%

Shares70.0K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

-7.64%

Shares96.9K

Event2026-06-30

Filed2026-07-28

ESN

NORTHERN LTS FD TR II

7.81%

Shares656.2K

Event2026-06-30

Filed2026-07-28

HDV

ISHARES TR

487.36%

Shares475.8K

Event2026-06-30

Filed2026-07-28

FDX

FEDEX CORP

-1.10%

Shares41.3K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

-7.64%

Shares13.4K

Event2026-06-30

Filed2026-07-28

QGRW

WISDOMTREE TR

0.35%

Shares193.7K

Event2026-06-30

Filed2026-07-28

TRANE TECHNOLOGIES PLC

-14.77%

Shares25.9K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

-13.27%

Shares111.0K

Event2026-06-30

Filed2026-07-28

DFAS

DIMENSIONAL ETF TRUST

New

Shares153.8K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

15.91%

Shares116.3K

Event2026-06-30

Filed2026-07-28

OALC

UNIFIED SER TR

0.50%

Shares304.4K

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

12.09%

Shares156.5K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

-4.22%

Shares34.5K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

7.42%

Shares157.0K

Event2026-06-30

Filed2026-07-28

FBND

FIDELITY MERRIMACK STR TR

6.86%

Shares264.4K

Event2026-06-30

Filed2026-07-28

ELV

ELEVANCE HEALTH INC FORMERLY

74.62%

Shares30.9K

Event2026-06-30

Filed2026-07-28

QUAL

ISHARES TR

-72.49%

Shares54.4K

Event2026-06-30

Filed2026-07-28

MGA

MAGNA INTL INC

-0.68%

Shares179.9K

Event2026-06-30

Filed2026-07-28

BIV

VANGUARD BD INDEX FDS

-6.00%

Shares153.8K

Event2026-06-30

Filed2026-07-28

USB

US BANCORP

1.39%

Shares193.9K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

-28.73%

Shares63.2K

Event2026-06-30

Filed2026-07-28

ITA

ISHARES TR

6.04%

Shares48.1K

Event2026-06-30

Filed2026-07-28

VMBS

VANGUARD SCOTTSDALE FDS

3.72%

Shares248.0K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

18.81%

Shares83.4K

Event2026-06-30

Filed2026-07-28

VYMI

VANGUARD WHITEHALL FDS

-0.89%

Shares115.1K

Event2026-06-30

Filed2026-07-28

VOD

VODAFONE GROUP PLC

-14.75%

Shares846.4K

Event2026-06-30

Filed2026-07-28

WDC

WESTERN DIGITAL CORP

12.60%

Shares17.3K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

-19.59%

Shares108.0K

Event2026-06-30

Filed2026-07-28

WEC

WEC ENERGY GROUP INC

7.84%

Shares94.5K

Event2026-06-30

Filed2026-07-28

THO

THOR INDS INC

2.31%

Shares145.1K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

-4.96%

Shares11.6K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

8.72%

Shares113.5K

Event2026-06-30

Filed2026-07-28

FLRN

SPDR SERIES TRUST

77.60%

Shares347.2K

Event2026-06-30

Filed2026-07-28

GENERAL MTRS CO

-3.42%

Shares138.4K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

1091.06%

Shares131.8K

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

6.32%

Shares14.9K

Event2026-06-30

Filed2026-07-28

COF

CAPITAL ONE FINL CORP

8.31%

Shares52.7K

Event2026-06-30

Filed2026-07-28

VFLO

VICTORY PORTFOLIOS II

0.21%

Shares229.8K

Event2026-06-30

Filed2026-07-28

SDVY

FIRST TR EXCHANGE TRADED FD

0.21%

Shares241.3K

Event2026-06-30

Filed2026-07-28

VANGUARD INTL EQUITY INDEX F

189.00%

Shares63.8K

Event2026-06-30

Filed2026-07-28

FMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares178.0K

Event2026-06-30

Filed2026-07-28

ACWX

ISHARES TR

80.39%

Shares130.9K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

35.87%

Shares41.0K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

9.45%

Shares58.2K

Event2026-06-30

Filed2026-07-28

DEERE & CO

-13.42%

Shares15.6K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

-16.53%

Shares24.7K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA PROCESSING IN

-4.70%

Shares43.9K

Event2026-06-30

Filed2026-07-28

SGOV

ISHARES TR

7.18%

Shares97.2K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

-11.04%

Shares76.2K

Event2026-06-30

Filed2026-07-28

XLY

SELECT SECTOR SPDR TR

8.26%

Shares81.9K

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

1.06%

Shares60.5K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

-0.03%

Shares43.3K

Event2026-06-30

Filed2026-07-28

BLV

VANGUARD BD INDEX FDS

0.01%

Shares138.3K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

-1.91%

Shares99.3K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

-4.69%

Shares125.2K

Event2026-06-30

Filed2026-07-28

IBDT

ISHARES TR

12.53%

Shares374.4K

Event2026-06-30

Filed2026-07-28

NVS

NOVARTIS AG

-3.54%

Shares60.2K

Event2026-06-30

Filed2026-07-28

ETR

ENTERGY CORP NEW

10.29%

Shares82.1K

Event2026-06-30

Filed2026-07-28

JVAL

J P MORGAN EXCHANGE TRADED F

-25.38%

Shares159.4K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

-0.32%

Shares129.2K

Event2026-06-30

Filed2026-07-28

MMC

MARSH & MCLENNAN COS INC

-18.11%

Shares55.7K

Event2026-06-30

Filed2026-07-28

FREEPORT MCMORAN INC

59.93%

Shares146.5K

Event2026-06-30

Filed2026-07-28

BLACKROCK ETF TRUST II

New

Shares182.0K

Event2026-06-30

Filed2026-07-28

IBDR

ISHARES TR

11.64%

Shares377.7K

Event2026-06-30

Filed2026-07-28

PALC

PACER FDS TR

14.88%

Shares152.7K

Event2026-06-30

Filed2026-07-28

XLI

SELECT SECTOR SPDR TR

279.82%

Shares49.0K

Event2026-06-30

Filed2026-07-28

IBDS

ISHARES TR

11.87%

Shares374.2K

Event2026-06-30

Filed2026-07-28

BTI

BRITISH AMERN TOB PLC

4.64%

Shares146.3K

Event2026-06-30

Filed2026-07-28

BKNG

BOOKING HOLDINGS INC

2588.89%

Shares50.6K

Event2026-06-30

Filed2026-07-28

HORIZON FDS

New

Shares956.4K

Event2026-06-30

Filed2026-07-28

TLT

ISHARES TR

-10.27%

Shares103.8K

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

63.55%

Shares113.4K

Event2026-06-30

Filed2026-07-28

AT&T INC

-11.05%

Shares432.9K

Event2026-06-30

Filed2026-07-28

CME

CME GROUP INC

-4.12%

Shares40.4K

Event2026-06-30

Filed2026-07-28

FLQL

FRANKLIN TEMPLETON ETF TR

15.36%

Shares113.4K

Event2026-06-30

Filed2026-07-28

HEGD

LISTED FDS TR

3.16%

Shares331.1K

Event2026-06-30

Filed2026-07-28

SNDK

SANDISK CORP

49.90%

Shares3.8K

Event2026-06-30

Filed2026-07-28

AGGY

WISDOMTREE TR

-24.04%

Shares200.2K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

-2.10%

Shares120.3K

Event2026-06-30

Filed2026-07-28

SPYG

SPDR SERIES TRUST

3.31%

Shares72.8K

Event2026-06-30

Filed2026-07-28

USPX

FRANKLIN TEMPLETON ETF TR

33.99%

Shares130.9K

Event2026-06-30

Filed2026-07-28

IEUR

ISHARES TR

28.07%

Shares113.5K

Event2026-06-30

Filed2026-07-28

SEAGATE TECHNOLOGY HLDNGS PL

31.33%

Shares8.8K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

6.38%

Shares59.5K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-82.68%

Shares85.7K

Event2026-06-30

Filed2026-07-28

RECS

COLUMBIA ETF TR I

1.58%

Shares195.4K

Event2026-06-30

Filed2026-07-28

SCHP

SCHWAB STRATEGIC TR

446.17%

Shares318.4K

Event2026-06-30

Filed2026-07-28

SECT

NORTHERN LTS FD TR IV

-19.99%

Shares116.4K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

-21.74%

Shares11.0K

Event2026-06-30

Filed2026-07-28

FAPR

FIRST TR EXCHNG TRADED FD VI

New

Shares178.2K

Event2026-06-30

Filed2026-07-28

DFAR

DIMENSIONAL ETF TRUST

New

Shares318.1K

Event2026-06-30

Filed2026-07-28

TIP

ISHARES TR

915.86%

Shares75.7K

Event2026-06-30

Filed2026-07-28

ARW

ARROW ELECTRS INC

-58.53%

Shares38.7K

Event2026-06-30

Filed2026-07-28

LVHI

LEGG MASON ETF INVT

3.75%

Shares203.4K

Event2026-06-30

Filed2026-07-28

MSI

MOTOROLA SOLUTIONS INC

-6.96%

Shares19.8K

Event2026-06-30

Filed2026-07-28

PGR

PROGRESSIVE CORP

-2.64%

Shares37.3K

Event2026-06-30

Filed2026-07-28

FLQM

FRANKLIN TEMPLETON ETF TR

497.80%

Shares140.4K

Event2026-06-30

Filed2026-07-28

SPTM

SPDR SERIES TRUST

10.47%

Shares89.4K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

-3.33%

Shares336.8K

Event2026-06-30

Filed2026-07-28

EME

EMCOR GROUP INC

8.71%

Shares9.7K

Event2026-06-30

Filed2026-07-28

XLC

SELECT SECTOR SPDR TR

-10.34%

Shares74.0K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO EXCH TRADED FD TR II

-16.88%

Shares26.1K

Event2026-06-30

Filed2026-07-28

GSY

INVESCO ACTIVELY MANAGED EXC

40.61%

Shares156.5K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

-25.92%

Shares26.3K

Event2026-06-30

Filed2026-07-28

APD

AIR PRODUCTS AND CHEMICALS I

-0.33%

Shares26.7K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP

-1.65%

Shares75.7K

Event2026-06-30

Filed2026-07-28

ADSK

AUTODESK INC

7.11%

Shares40.2K

Event2026-06-30

Filed2026-07-28

FFEB

FIRST TR EXCHNG TRADED FD VI

-11.01%

Shares126.9K

Event2026-06-30

Filed2026-07-28

ILDR

FIRST TR EXCHNG TRADED FD VI

-18.12%

Shares196.6K

Event2026-06-30

Filed2026-07-28

FJAN

FIRST TR EXCHNG TRADED FD VI

-9.17%

Shares140.0K

Event2026-06-30

Filed2026-07-28

ACWI

ISHARES TR

14.61%

Shares48.9K

Event2026-06-30

Filed2026-07-28

S&P GLOBAL INC

10.28%

Shares18.8K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

-18.10%

Shares84.4K

Event2026-06-30

Filed2026-07-28

CGNG

CAPITAL GROUP NEW GEOGRAPHY

19.35%

Shares204.1K

Event2026-06-30

Filed2026-07-28

SCHE

SCHWAB STRATEGIC TR

0.90%

Shares210.7K

Event2026-06-30

Filed2026-07-28

GMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares177.1K

Event2026-06-30

Filed2026-07-28

FLEX

FLEX LTD

-12.02%

Shares47.0K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

-11.72%

Shares48.5K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

62.15%

Shares35.6K

Event2026-06-30

Filed2026-07-28

CRH

CRH PLC

5.11%

Shares70.6K

Event2026-06-30

Filed2026-07-28

CLOI

VANECK ETF TRUST

394.53%

Shares142.5K

Event2026-06-30

Filed2026-07-28

KNX

KNIGHT-SWIFT TRANSN HLDGS IN

-1.24%

Shares96.8K

Event2026-06-30

Filed2026-07-28

WMB

WILLIAMS COS INC

-8.62%

Shares101.0K

Event2026-06-30

Filed2026-07-28

TTE

TOTALENERGIES SE

-9.47%

Shares96.4K

Event2026-06-30

Filed2026-07-28

IGRO

ISHARES TR

6.62%

Shares85.0K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

-2.31%

Shares47.0K

Event2026-06-30

Filed2026-07-28

NVO

NOVO-NORDISK A S

-2.84%

Shares155.0K

Event2026-06-30

Filed2026-07-28

CIEN

CIENA CORP

-11.02%

Shares15.0K

Event2026-06-30

Filed2026-07-28

SELECT SECTOR SPDR TR

3.47%

Shares161.0K

Event2026-06-30

Filed2026-07-28

MAS

MASCO CORP

-5.67%

Shares88.7K

Event2026-06-30

Filed2026-07-28

CAH

CARDINAL HEALTH INC

-3.00%

Shares30.3K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

-0.03%

Shares56.7K

Event2026-06-30

Filed2026-07-28

CLH

CLEAN HARBORS INC

-19.63%

Shares24.0K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

-33.02%

Shares48.4K

Event2026-06-30

Filed2026-07-28

FNDF

SCHWAB STRATEGIC TR

393.39%

Shares134.7K

Event2026-06-30

Filed2026-07-28

TDY

TELEDYNE TECHNOLOGIES INC

-7.09%

Shares10.5K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

3.94%

Shares31.2K

Event2026-06-30

Filed2026-07-28

HWM

HOWMET AEROSPACE INC

9.74%

Shares25.7K

Event2026-06-30

Filed2026-07-28

CGGR

CAPITAL GROUP GROWTH ETF

-14.88%

Shares146.0K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

-5.28%

Shares144.3K

Event2026-06-30

Filed2026-07-28

VTEI

VANGUARD MUN BD FDS

6.58%

Shares67.4K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

0.55%

Shares214.4K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

-23.96%

Shares68.2K

Event2026-06-30

Filed2026-07-28

NOC

NORTHROP GRUMMAN CORP

-0.48%

Shares13.2K

Event2026-06-30

Filed2026-07-28

FESM

FIDELITY COVINGTON TRUST

2.77%

Shares138.9K

Event2026-06-30

Filed2026-07-28

LBTYK

LIBERTY GLOBAL LTD

-2.03%

Shares608.7K

Event2026-06-30

Filed2026-07-28

VOE

VANGUARD INDEX FDS

1.44%

Shares33.9K

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORPORATION

14.56%

Shares21.2K

Event2026-06-30

Filed2026-07-28

MGV

VANGUARD WORLD FD

1.96%

Shares40.7K

Event2026-06-30

Filed2026-07-28

REGN

REGENERON PHARMACEUTICALS

-7.49%

Shares10.6K

Event2026-06-30

Filed2026-07-28

PNFP

PINNACLE FINL PARTNERS INC

4.61%

Shares65.0K

Event2026-06-30

Filed2026-07-28

MDY

STATE STR SPDR S&P MIDCAP 40

121.51%

Shares9.3K

Event2026-06-30

Filed2026-07-28

DOLLAR GEN CORP

10.23%

Shares56.7K

Event2026-06-30

Filed2026-07-28

FANG

DIAMONDBACK ENERGY INC

1.00%

Shares36.9K

Event2026-06-30

Filed2026-07-28

IBKR

INTERACTIVE BROKERS GROUP IN

-19.94%

Shares74.2K

Event2026-06-30

Filed2026-07-28

ALLW

SSGA ACTIVE TR

29.54%

Shares220.6K

Event2026-06-30

Filed2026-07-28

HLT

HILTON WORLDWIDE HLDGS INC

-8.74%

Shares19.3K

Event2026-06-30

Filed2026-07-28

MDLZ

MONDELEZ INTL INC

-2.85%

Shares110.0K

Event2026-06-30

Filed2026-07-28

ECL

ECOLAB INC

3.80%

Shares22.8K

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP NEW

-26.87%

Shares258.4K

Event2026-06-30

Filed2026-07-28

MGK

VANGUARD WORLD FD

515.90%

Shares72.1K

Event2026-06-30

Filed2026-07-28

BUFR

FIRST TR EXCHNG TRADED FD VI

3.79%

Shares173.5K

Event2026-06-30

Filed2026-07-28

JPST

J P MORGAN EXCHANGE TRADED F

-28.20%

Shares124.8K

Event2026-06-30

Filed2026-07-28

VDE

VANGUARD WORLD FD

3.58%

Shares42.0K

Event2026-06-30

Filed2026-07-28

IBDV

ISHARES TR

15.53%

Shares288.6K

Event2026-06-30

Filed2026-07-28

MPC

MARATHON PETE CORP

-14.91%

Shares24.5K

Event2026-06-30

Filed2026-07-28

FIX

COMFORT SYS USA INC

-24.43%

Shares3.1K

Event2026-06-30

Filed2026-07-28

VPU

VANGUARD WORLD FD

39.34%

Shares31.5K

Event2026-06-30

Filed2026-07-28

EXPD

EXPEDITORS INTL WASH INC

1.84%

Shares37.6K

Event2026-06-30

Filed2026-07-28

SOXX

ISHARES TR

-12.42%

Shares9.5K

Event2026-06-30

Filed2026-07-28

EBAY

EBAY INC.

-15.19%

Shares54.6K

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD SCOTTSDALE FDS

-2.13%

Shares73.8K

Event2026-06-30

Filed2026-07-28

DTD

WISDOMTREE TR

-55.92%

Shares65.0K

Event2026-06-30

Filed2026-07-28

AMT

AMERICAN TOWER CORP

-12.45%

Shares37.0K

Event2026-06-30

Filed2026-07-28

JSI

JANUS DETROIT STR TR

13.99%

Shares118.1K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

-27.34%

Shares51.7K

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS CO

19.69%

Shares18.0K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

20.32%

Shares7.8K

Event2026-06-30

Filed2026-07-28

KEX

KIRBY CORP

-2.85%

Shares43.4K

Event2026-06-30

Filed2026-07-28

FAST

FASTENAL CO

-17.92%

Shares120.1K

Event2026-06-30

Filed2026-07-28

USMV

ISHARES TR

-5.62%

Shares59.5K

Event2026-06-30

Filed2026-07-28

TEL

TE CONNECTIVITY PLC

-27.56%

Shares28.5K

Event2026-06-30

Filed2026-07-28

IDEV

ISHARES TR

-0.70%

Shares64.2K

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP DEL

-29.98%

Shares30.0K

Event2026-06-30

Filed2026-07-28

RIO

RIO TINTO PLC

-3.97%

Shares60.2K

Event2026-06-30

Filed2026-07-28

PAYX

PAYCHEX INC

-10.39%

Shares58.1K

Event2026-06-30

Filed2026-07-28

XLG

INVESCO EXCHANGE TRADED FD T

-40.98%

Shares93.2K

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC

11.29%

Shares19.6K

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC

New

Shares25.4K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP

-33.26%

Shares21.8K

Event2026-06-30

Filed2026-07-28

UNILEVER PLC

-5.60%

Shares93.8K

Event2026-06-30

Filed2026-07-28

DON

WISDOMTREE TR

-19.52%

Shares99.4K

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC

New

Shares25.4K

Event2026-06-30

Filed2026-07-28

ENB

ENBRIDGE INC

0.16%

Shares103.1K

Event2026-06-30

Filed2026-07-28

URI

UNITED RENTALS INC

-6.38%

Shares4.9K

Event2026-06-30

Filed2026-07-28

NGG

NATIONAL GRID PLC

6.38%

Shares67.2K

Event2026-06-30

Filed2026-07-28

BDX

BECTON DICKINSON & CO

10.68%

Shares36.8K

Event2026-06-30

Filed2026-07-28

XSMO

INVESCO EXCHANGE TRADED FD T

-5.40%

Shares59.4K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

4.58%

Shares187.5K

Event2026-06-30

Filed2026-07-28

IMTM

ISHARES TR

1.08%

Shares103.4K

Event2026-06-30

Filed2026-07-28

GVI

ISHARES TR

-6.52%

Shares52.0K

Event2026-06-30

Filed2026-07-28

POOL CORP

57.45%

Shares25.5K

Event2026-06-30

Filed2026-07-28

XSOE

WISDOMTREE TR

-32.08%

Shares110.1K

Event2026-06-30

Filed2026-07-28

AIRR

FIRST TR EXCHANGE TRADED FD

-7.57%

Shares40.4K

Event2026-06-30

Filed2026-07-28

DFAX

DIMENSIONAL ETF TRUST

New

Shares145.9K

Event2026-06-30

Filed2026-07-28

ZALT

INNOVATOR ETFS TRUST

-2.94%

Shares158.6K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

42.67%

Shares94.7K

Event2026-06-30

Filed2026-07-28

GWW

WW GRAINGER INC

10.10%

Shares3.9K

Event2026-06-30

Filed2026-07-28

TMSL

T ROWE PRICE EXCHANGE-TRADED

-1.51%

Shares121.3K

Event2026-06-30

Filed2026-07-28

CARR

CARRIER GLOBAL CORPORATION

-15.93%

Shares72.5K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES INC

-1.40%

Shares51.7K

Event2026-06-30

Filed2026-07-28

GFEB

FIRST TR EXCHNG TRADED FD VI

-5.29%

Shares119.2K

Event2026-06-30

Filed2026-07-28

CEF

SPROTT ASSET MANAGEMENT LP

9.29%

Shares130.3K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WKS INC

9.08%

Shares19.3K

Event2026-06-30

Filed2026-07-28

LDUR

PIMCO ETF TR

-55.37%

Shares54.6K

Event2026-06-30

Filed2026-07-28

CRS

CARPENTER TECHNOLOGY CORP

4.32%

Shares8.4K

Event2026-06-30

Filed2026-07-28

LDP

COHEN & STEERS LTD DURATION

238.13%

Shares246.0K

Event2026-06-30

Filed2026-07-28

3M CO

-17.73%

Shares32.1K

Event2026-06-30

Filed2026-07-28

OAEM

UNIFIED SER TR

11.19%

Shares103.9K

Event2026-06-30

Filed2026-07-28

RSG

REPUBLIC SVCS INC

84.97%

Shares24.0K

Event2026-06-30

Filed2026-07-28

FIRSTENERGY CORP

12.13%

Shares107.1K

Event2026-06-30

Filed2026-07-28

VOX

VANGUARD WORLD FD

36.26%

Shares27.6K

Event2026-06-30

Filed2026-07-28

BUFQ

FIRST TR EXCHNG TRADED FD VI

-1.12%

Shares126.5K

Event2026-06-30

Filed2026-07-28

VANGUARD SCOTTSDALE FDS

1274.50%

Shares40.9K

Event2026-06-30

Filed2026-07-28

IEI

ISHARES TR

-7.75%

Shares41.9K

Event2026-06-30

Filed2026-07-28

LMUB

ISHARES TR

9.86%

Shares95.7K

Event2026-06-30

Filed2026-07-28

VCLT

VANGUARD SCOTTSDALE FDS

11.76%

Shares65.1K

Event2026-06-30

Filed2026-07-28

FLCB

FRANKLIN TEMPLETON ETF TR

4.83%

Shares227.8K

Event2026-06-30

Filed2026-07-28

TFC

TRUIST FINL CORP

-22.14%

Shares97.8K

Event2026-06-30

Filed2026-07-28

WRB

BERKLEY W R CORP

-9.53%

Shares68.7K

Event2026-06-30

Filed2026-07-28

CDNS

CADENCE DESIGN SYSTEM INC

3.22%

Shares12.8K

Event2026-06-30

Filed2026-07-28

PDEC

INNOVATOR ETFS TRUST

91.44%

Shares104.4K

Event2026-06-30

Filed2026-07-28

AJG

GALLAGHER ARTHUR J & CO

22.03%

Shares20.8K

Event2026-06-30

Filed2026-07-28

PAUG

INNOVATOR ETFS TRUST

92.44%

Shares104.5K

Event2026-06-30

Filed2026-07-28

THE CIGNA GROUP

-6.23%

Shares17.2K

Event2026-06-30

Filed2026-07-28

DOMINION ENERGY INC

0.30%

Shares69.5K

Event2026-06-30

Filed2026-07-28

DHDG

FIRST TR EXCHNG TRADED FD VI

New

Shares129.7K

Event2026-06-30

Filed2026-07-28

SLB

SLB LIMITED

-17.67%

Shares101.6K

Event2026-06-30

Filed2026-07-28

MUFG

MITSUBISHI UFJ FINANCIAL GRO

-10.26%

Shares236.1K

Event2026-06-30

Filed2026-07-28

ABNB

AIRBNB INC

-16.74%

Shares32.8K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

790.77%

Shares28.5K

Event2026-06-30

Filed2026-07-28

SNPS

SYNOPSYS INC

-25.34%

Shares10.4K

Event2026-06-30

Filed2026-07-28

ORLY

OREILLY AUTOMOTIVE INC

-1.25%

Shares50.0K

Event2026-06-30

Filed2026-07-28

DHI

D R HORTON INC

-17.09%

Shares28.2K

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

131.06%

Shares27.3K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB CO

-18.50%

Shares79.3K

Event2026-06-30

Filed2026-07-28

CORTEVA INC

-1.31%

Shares53.9K

Event2026-06-30

Filed2026-07-28

UTF

COHEN & STEERS INFRASTRUCTUR

330.75%

Shares164.9K

Event2026-06-30

Filed2026-07-28

NXP SEMICONDUCTORS N V

14.77%

Shares16.1K

Event2026-06-30

Filed2026-07-28

MOG.A

MOOG INC

20.04%

Shares10.7K

Event2026-06-30

Filed2026-07-28

VOT

VANGUARD INDEX FDS

30.16%

Shares14.7K

Event2026-06-30

Filed2026-07-28

SNY

SANOFI SA

-27.67%

Shares105.7K

Event2026-06-30

Filed2026-07-28

KHPI

MANAGED PORTFOLIO SER

-21.99%

Shares173.7K

Event2026-06-30

Filed2026-07-28

XEL

XCEL ENERGY INC

-10.46%

Shares55.4K

Event2026-06-30

Filed2026-07-28

DUHP

DIMENSIONAL ETF TRUST

69.48%

Shares106.4K

Event2026-06-30

Filed2026-07-28

ICE

INTERCONTINENTAL EXCHANGE IN

-18.30%

Shares36.0K

Event2026-06-30

Filed2026-07-28

CVE

CENOVUS ENERGY INC

3.34%

Shares178.6K

Event2026-06-30

Filed2026-07-28

EVMO

MORGAN STANLEY ETF TRUST

36.99%

Shares88.6K

Event2026-06-30

Filed2026-07-28

MLM

MARTIN MARIETTA MATLS INC

-7.02%

Shares7.7K

Event2026-06-30

Filed2026-07-28

IQV

IQVIA HLDGS INC

-7.39%

Shares22.8K

Event2026-06-30

Filed2026-07-28

IYJ

ISHARES TR

10.22%

Shares26.5K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL SVCS INC

3.31%

Shares40.9K

Event2026-06-30

Filed2026-07-28

ROE

EA SERIES TRUST

-2.28%

Shares102.5K

Event2026-06-30

Filed2026-07-28

BUFD

FIRST TR EXCHNG TRADED FD VI

-0.30%

Shares146.8K

Event2026-06-30

Filed2026-07-28

EOG

EOG RES INC

-0.07%

Shares33.5K

Event2026-06-30

Filed2026-07-28

OASC

UNIFIED SER TR

12.03%

Shares120.9K

Event2026-06-30

Filed2026-07-28

SHV

ISHARES TR

-40.38%

Shares39.3K

Event2026-06-30

Filed2026-07-28

DRI

DARDEN RESTAURANTS INC

32.03%

Shares21.0K

Event2026-06-30

Filed2026-07-28

SPG

SIMON PPTY GROUP INC NEW

-7.88%

Shares19.3K

Event2026-06-30

Filed2026-07-28

SPSM

SPDR SERIES TRUST

-2.03%

Shares74.7K

Event2026-06-30

Filed2026-07-28

VHT

VANGUARD WORLD FD

-5.36%

Shares14.4K

Event2026-06-30

Filed2026-07-28

ICVT

ISHARES TR

291.94%

Shares35.3K

Event2026-06-30

Filed2026-07-28

TDIV

FIRST TR EXCHANGE TRADED FD

-9.67%

Shares37.4K

Event2026-06-30

Filed2026-07-28

NRG

NRG ENERGY INC

-8.59%

Shares29.3K

Event2026-06-30

Filed2026-07-28

CVLC

MORGAN STANLEY ETF TRUST

-0.16%

Shares45.0K

Event2026-06-30

Filed2026-07-28

MTGP

WISDOMTREE TR

-22.87%

Shares96.2K

Event2026-06-30

Filed2026-07-28

AZO

AUTOZONE INC

-7.52%

Shares1.3K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

14.93%

Shares44.0K

Event2026-06-30

Filed2026-07-28

BRUNSWICK CORP

-7.79%

Shares50.2K

Event2026-06-30

Filed2026-07-28

LUMENTUM HLDGS INC

167.26%

Shares4.9K

Event2026-06-30

Filed2026-07-28

HGER

HARBOR ETF TRUST

9.04%

Shares142.5K

Event2026-06-30

Filed2026-07-28

SHEL

SHELL PLC

-8.75%

Shares53.7K

Event2026-06-30

Filed2026-07-28

YUM

YUM BRANDS INC

-3.29%

Shares26.0K

Event2026-06-30

Filed2026-07-28

FDD

FIRST TR EXCHANGE-TRADED FD

0.49%

Shares223.2K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

188.98%

Shares17.4K

Event2026-06-30

Filed2026-07-28

HQY

HEALTHEQUITY INC

20.80%

Shares45.4K

Event2026-06-30

Filed2026-07-28

IGV

ISHARES TR

86.28%

Shares45.2K

Event2026-06-30

Filed2026-07-28

SGI

SOMNIGROUP INTERNATIONAL INC

-25.02%

Shares52.2K

Event2026-06-30

Filed2026-07-28

MICROCHIP TECHNOLOGY INC.

9.65%

Shares44.7K

Event2026-06-30

Filed2026-07-28

LONZ

PIMCO ETF TR

New

Shares82.7K

Event2026-06-30

Filed2026-07-28

CBRE

CBRE GROUP INC

4.78%

Shares30.3K

Event2026-06-30

Filed2026-07-28

QTEC

FIRST TR EXCHANGE-TRADED FD

-31.56%

Shares12.2K

Event2026-06-30

Filed2026-07-28

MGC

VANGUARD WORLD FD

1.35%

Shares14.9K

Event2026-06-30

Filed2026-07-28

BILS

SPDR SERIES TRUST

-2.91%

Shares40.4K

Event2026-06-30

Filed2026-07-28

LMBS

FIRST TR EXCHANGE-TRADED FD

51.76%

Shares80.5K

Event2026-06-30

Filed2026-07-28

VIS

VANGUARD WORLD FD

2.63%

Shares11.1K

Event2026-06-30

Filed2026-07-28

DATADOG INC

-13.81%

Shares15.3K

Event2026-06-30

Filed2026-07-28

APOLLO GLOBAL MGMT INC

41.98%

Shares33.7K

Event2026-06-30

Filed2026-07-28

HSY

HERSHEY CO

26.05%

Shares22.7K

Event2026-06-30

Filed2026-07-28

NSC

NORFOLK SOUTHN CORP

-4.30%

Shares12.6K

Event2026-06-30

Filed2026-07-28

FEM

FIRST TR EXCH TRD ALPHDX FD

4.82%

Shares124.2K

Event2026-06-30

Filed2026-07-28

IDEXX LABS INC

-25.21%

Shares7.5K

Event2026-06-30

Filed2026-07-28

FTGS

FIRST TR EXCHANGE-TRADED FD

35.49%

Shares106.8K

Event2026-06-30

Filed2026-07-28

SONY

SONY GROUP CORP

-15.12%

Shares196.5K

Event2026-06-30

Filed2026-07-28

ENTG

ENTEGRIS INC

-10.28%

Shares21.6K

Event2026-06-30

Filed2026-07-28

ACIO

ETF SER SOLUTIONS

2.46%

Shares83.9K

Event2026-06-30

Filed2026-07-28

CLOUDFLARE INC

23.77%

Shares15.7K

Event2026-06-30

Filed2026-07-28

NDSN

NORDSON CORP

-7.84%

Shares12.8K

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

77.23%

Shares26.2K

Event2026-06-30

Filed2026-07-28

CHRW

C H ROBINSON WORLDWIDE IN

-4.95%

Shares20.3K

Event2026-06-30

Filed2026-07-28

BINC

BLACKROCK ETF TRUST II

-59.28%

Shares73.0K

Event2026-06-30

Filed2026-07-28

APPLOVIN CORP

-12.33%

Shares7.4K

Event2026-06-30

Filed2026-07-28

RBC

RBC BEARINGS INC

-4.05%

Shares5.9K

Event2026-06-30

Filed2026-07-28

NBIS

NEBIUS GROUP N.V.

-36.16%

Shares13.8K

Event2026-06-30

Filed2026-07-28

SPMD

SPDR SERIES TRUST

1.14%

Shares56.4K

Event2026-06-30

Filed2026-07-28

SHW

SHERWIN WILLIAMS CO

-38.83%

Shares11.1K

Event2026-06-30

Filed2026-07-28

SCHI

SCHWAB STRATEGIC TR

New

Shares168.0K

Event2026-06-30

Filed2026-07-28

RBA

RB GLOBAL INC

-6.28%

Shares32.6K

Event2026-06-30

Filed2026-07-28

FPX

FIRST TR EXCHANGE-TRADED FD

1.18%

Shares18.2K

Event2026-06-30

Filed2026-07-28

SPTL

SPDR SERIES TRUST

-15.47%

Shares143.0K

Event2026-06-30

Filed2026-07-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

-13.92%

Shares7.3K

Event2026-06-30

Filed2026-07-28

BLACKSTONE INC

52.04%

Shares31.8K

Event2026-06-30

Filed2026-07-28

OUNZ

VANECK MERK GOLD ETF

13.28%

Shares96.6K

Event2026-06-30

Filed2026-07-28

BUFX

FIRST TR EXCHNG TRADED FD VI

1.53%

Shares167.1K

Event2026-06-30

Filed2026-07-28

OMC

OMNICOM GROUP INC

8.32%

Shares50.4K

Event2026-06-30

Filed2026-07-28

CFIT

CAMBRIA ETF TR

3.83%

Shares140.8K

Event2026-06-30

Filed2026-07-28

FVD

FIRST TR EXCHANGE-TRADED FD

-15.51%

Shares75.9K

Event2026-06-30

Filed2026-07-28

FERG

FERGUSON ENTERPRISES INC

-11.18%

Shares15.4K

Event2026-06-30

Filed2026-07-28

NTRA

NATERA INC

-3.87%

Shares13.4K

Event2026-06-30

Filed2026-07-28

AME

AMETEK INC

0.60%

Shares15.1K

Event2026-06-30

Filed2026-07-28

PFF

ISHARES TR

46.18%

Shares119.4K

Event2026-06-30

Filed2026-07-28

SANM

SANMINA CORP

-11.91%

Shares14.4K

Event2026-06-30

Filed2026-07-28

SPAB

SPDR SERIES TRUST

16.01%

Shares141.8K

Event2026-06-30

Filed2026-07-28

FITB

FIFTH THIRD BANCORP

2.05%

Shares64.0K

Event2026-06-30

Filed2026-07-28

FTI

TECHNIPFMC PLC

-1.76%

Shares54.4K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available