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The Analysis of Avidian Wealth Enterprises, LLC's Holdings & P&L

Currently, Avidian Wealth Enterprises, LLC holds 722 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in IWF (+373.9K shares, valued at $46.4M), PMBS (+735.6K shares, valued at $36.3M), N/A (+21.7K shares, valued at $16.2M); decreased their positions in MBB (-355.4K shares, valued at $33.6M), N/A (-77.1K shares, valued at $6.8M), TQQQ (-70.3K shares, valued at $5.7M); initiated new positions in PMBS (+735.6K shares, valued at $36.3M), N/A (+8.9K shares, valued at $2.0M), N/A (+8.9K shares, valued at $2.0M).

1M P&L

+76.7M+3.07%

3M P&L

+29.3M+1.15%

HY P&L

-156.7M-5.73%

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/A1.9B

72.0%

2Semiconductors138.0M

5.4%

3Consumer Electronics61.0M

2.4%

Top Industries by Stock Count

1N/A345 stocks

53.4%

2Oil & Gas Midstream13 stocks

2.0%

3Semiconductors11 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR700.2K shares3.19%2026-06-302026-07-24

ISHARES TR ISHARES TR1.8M shares4.39%2026-06-302026-07-24

IJH ISHARES TR1.5M shares3.37%2026-06-302026-07-24

EMXC ISHARES INC1.1M shares0.91%2026-06-302026-07-24

NVDA NVIDIA CORPORATION505.2K shares5.19%2026-06-302026-07-24

USIG ISHARES TR1.8M shares3.85%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST973.2K shares-7.35%2026-06-302026-07-24

JVAL J P MORGAN EXCHANGE TRADED F1.2M shares2.84%2026-06-302026-07-24

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JQUA J P MORGAN EXCHANGE TRADED F980.7K shares3.20%2026-06-302026-07-24

IWF ISHARES TR497.9K shares301.39%2026-06-302026-07-24

AAPL APPLE INC210.9K shares2.94%2026-06-302026-07-24

SCHR SCHWAB STRATEGIC TR2.5M shares2.91%2026-06-302026-07-24

IUSB ISHARES TR1.1M shares4.25%2026-06-302026-07-24

NE NOBLE CORP PLC1.4M shares4.37%2026-06-302026-07-24

MBB ISHARES TR448.8K shares-44.19%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS575.3K shares1.43%2026-06-302026-07-24

Sponsored

VTEB VANGUARD MUN BD FDS800.4K shares13.41%2026-06-302026-07-24

SCMB SCHWAB STRATEGIC TR1.5M shares-0.90%2026-06-302026-07-24

JCPB J P MORGAN EXCHANGE TRADED F805.7K shares4.37%2026-06-302026-07-24

VOO VANGUARD INDEX FDS54.2K shares-0.23%2026-06-302026-07-24

PMBS PIMCO ETF TR735.6K sharesnew addition2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR1.3M shares0.70%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP237.5K shares1.12%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T41.4K shares-0.69%2026-06-302026-07-24

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MSFT MICROSOFT CORP71.6K shares5.91%2026-06-302026-07-24

IJR ISHARES TR178.6K shares2.11%2026-06-302026-07-24

FENI FIDELITY COVINGTON TRUST643.5K shares3.10%2026-06-302026-07-24

JMUB J P MORGAN EXCHANGE TRADED F504.0K shares5.74%2026-06-302026-07-24

SPHD INVESCO EXCH TRADED FD TR II477.5K shares1.81%2026-06-302026-07-24

AMZN AMAZON COM INC101.6K shares0.45%2026-06-302026-07-24

BROADCOM INC BROADCOM INC62.1K shares3.01%2026-06-302026-07-24

VLUE ISHARES TR112.7K shares73.07%2026-06-302026-07-24

Sponsored

IGIB ISHARES TR414.2K shares2.08%2026-06-302026-07-24

GOOGL ALPHABET INC59.2K shares6.73%2026-06-302026-07-24

LRCX LAM RESEARCH CORP45.9K shares0.21%2026-06-302026-07-24

IWR ISHARES TR171.4K shares0.58%2026-06-302026-07-24

IEMG ISHARES INC207.4K shares1.19%2026-06-302026-07-24

EFA ISHARES TR161.1K shares9.69%2026-06-302026-07-24

VO VANGUARD INDEX FDS202.8K shares330.05%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR652.3K shares2.26%2026-06-302026-07-24

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SPMO INVESCO EXCH TRADED FD TR II92.8K shares-4.34%2026-06-302026-07-24

IWD ISHARES TR59.7K shares6.99%2026-06-302026-07-24

FPE FIRST TR EXCH TRADED FD III799.7K shares1.97%2026-06-302026-07-24

ITM VANECK ETF TRUST304.0K shares4.21%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO41.2K shares1.86%2026-06-302026-07-24

DGRW WISDOMTREE TR139.7K shares3.32%2026-06-302026-07-24

TBIL RBB FD INC264.3K shares-7.52%2026-06-302026-07-24

GOOG ALPHABET INC36.7K shares6.70%2026-06-302026-07-24

Sponsored

DON WISDOMTREE TR229.4K shares-0.77%2026-06-302026-07-24

CVX CHEVRON CORPORATION77.4K shares7.09%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR423.2K shares0.03%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC21.5K shares2.98%2026-06-302026-07-24

TQQQ PROSHARES TR146.7K shares-32.41%2026-06-302026-07-24

BBJP J P MORGAN EXCHANGE TRADED F156.9K shares1.34%2026-06-302026-07-24

HELO J P MORGAN EXCHANGE TRADED F173.9K shares2.35%2026-06-302026-07-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II480.4K shares-0.95%2026-06-302026-07-24

Sponsored

JMST J P MORGAN EXCHANGE TRADED F218.3K shares-11.32%2026-06-302026-07-24

SPSM SPDR SERIES TRUST191.1K shares0.23%2026-06-302026-07-24

LLY ELI LILLY & CO8.7K shares8.69%2026-06-302026-07-24

HEFA ISHARES TR220.2K shares-0.59%2026-06-302026-07-24

FVAL FIDELITY COVINGTON TRUST129.4K shares2.09%2026-06-302026-07-24

RDVY FIRST TR EXCHANGE TRADED FD123.8K shares-1.01%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL19.9K shares-5.70%2026-06-302026-07-24

IVE ISHARES TR43.7K shares-5.57%2026-06-302026-07-24

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VUG VANGUARD INDEX FDS113.5K shares559.00%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON38.0K shares0.21%2026-06-302026-07-24

TFI SPDR SERIES TRUST206.9K shares13.58%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC7.9K shares54.99%2026-06-302026-07-24

ABBVIE INC ABBVIE INC35.3K shares5.41%2026-06-302026-07-24

DGRO ISHARES TR115.4K shares1.12%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC74.0K shares3.76%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F167.7K shares40.83%2026-06-302026-07-24

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TSLA TESLA INC20.0K shares11.50%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F100.5K shares2.94%2026-06-302026-07-24

IWM ISHARES TR28.0K shares-4.28%2026-06-302026-07-24

WISDOMTREE TR WISDOMTREE TR112.5K shares1.46%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION43.8K shares1.22%2026-06-302026-07-24

QQQ INVESCO QQQ TR11.0K shares1.46%2026-06-302026-07-24

IWO ISHARES TR20.2K shares-0.76%2026-06-302026-07-24

SPTL SPDR SERIES TRUST302.1K shares5.74%2026-06-302026-07-24

Sponsored

NOBL PROSHARES TR136.3K shares109.56%2026-06-302026-07-24

RWO SPDR INDEX SHS FDS153.2K shares1.01%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC12.9K shares7.64%2026-06-302026-07-24

VTV VANGUARD INDEX FDS33.1K shares20.95%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T131.5K shares2.21%2026-06-302026-07-24

CMI CUMMINS INC9.7K shares0.77%2026-06-302026-07-24

VGT VANGUARD WORLD FD55.5K shares778.87%2026-06-302026-07-24

IYW ISHARES TR25.7K shares-1.14%2026-06-302026-07-24

Sponsored

INDA ISHARES TR129.6K shares1.57%2026-06-302026-07-24

VISA INC VISA INC18.4K shares9.72%2026-06-302026-07-24

IVW ISHARES TR45.8K shares8.95%2026-06-302026-07-24

AVIV AMERICAN CENTY ETF TR80.9K shares-1.45%2026-06-302026-07-24

VBR VANGUARD INDEX FDS25.3K shares3.47%2026-06-302026-07-24

WMT WALMART INC52.0K shares-2.39%2026-06-302026-07-24

HYMB SPDR SERIES TRUST231.2K shares7.17%2026-06-302026-07-24

NVDY TIDAL TRUST II464.8K shares25.97%2026-06-302026-07-24

Sponsored

DFIV DIMENSIONAL ETF TRUST107.0K shares8.81%2026-06-302026-07-24

DYNF BLACKROCK ETF TRUST84.8K shares8.23%2026-06-302026-07-24

ISHARES TR ISHARES TR58.0K shares0.65%2026-06-302026-07-24

CAT CATERPILLAR INC5.4K shares2.78%2026-06-302026-07-24

MGK VANGUARD WORLD FD63.8K shares395.62%2026-06-302026-07-24

C CITIGROUP INC39.3K shares2.33%2026-06-302026-07-24

BAC BANK OF AMER CORP96.3K shares4.95%2026-06-302026-07-24

WSM WILLIAMS SONOMA INC23.3K shares0.37%2026-06-302026-07-24

Sponsored

IWB ISHARES TR13.1K shares0.59%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC15.4K shares6.20%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC10.9K shares9.40%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR164.3K shares-6.32%2026-06-302026-07-24

QCOM QUALCOMM INC27.7K shares2.46%2026-06-302026-07-24

MS MORGAN STANLEY23.8K shares4.93%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL155.0K shares2.14%2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.0K shares-5.47%2026-06-302026-07-24

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VANGUARD INDEX FDS VANGUARD INDEX FDS13.1K shares3.40%2026-06-302026-07-24

AMGN AMGEN INC13.3K shares-5.64%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II15.8K shares53.55%2026-06-302026-07-24

BGIG ETF SER SOLUTIONS132.4K shares-9.85%2026-06-302026-07-24

HD HOME DEPOT INC13.5K shares-2.07%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC25.4K shares4.49%2026-06-302026-07-24

DFLV DIMENSIONAL ETF TRUST111.0K shares0.82%2026-06-302026-07-24

PEP PEPSICO INC32.3K shares-0.10%2026-06-302026-07-24

Sponsored

MRK MERCK & CO INC34.0K shares10.52%2026-06-302026-07-24

GLD SPDR GOLD TR11.7K shares6.25%2026-06-302026-07-24

MCD MCDONALDS CORP15.6K shares0.31%2026-06-302026-07-24

WMB WILLIAMS COS INC56.6K shares-3.67%2026-06-302026-07-24

MEDTRONIC PLC MEDTRONIC PLC52.7K shares43.33%2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP13.1K shares43.00%2026-06-302026-07-24

BLK BLACKROCK INC4.2K shares-2.62%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.2K shares4.61%2026-06-302026-07-24

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MASTERCARD INCORPORATED MASTERCARD INCORPORATED7.6K shares8.68%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC12.9K shares-1.65%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW28.9K shares2.98%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC41.4K shares1.18%2026-06-302026-07-24

ASML ASML HLDG NV1.8K shares18.45%2026-06-302026-07-24

MPC MARATHON PETE CORP13.9K shares-0.50%2026-06-302026-07-24

USFR WISDOMTREE TR70.4K shares-2.51%2026-06-302026-07-24

HYD VANECK ETF TRUST67.7K shares-0.58%2026-06-302026-07-24

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SUB ISHARES TR32.7K shares-0.77%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR102.2K shares-3.63%2026-06-302026-07-24

DHS WISDOMTREE TR30.4K shares-3.16%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP6.7K shares-1.35%2026-06-302026-07-24

IJS ISHARES TR24.8K shares0.94%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.1K shares5.10%2026-06-302026-07-24

ETN EATON CORP PLC7.8K shares20.12%2026-06-302026-07-24

SMH VANECK ETF TRUST5.1K shares7.12%2026-06-302026-07-24

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J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F53.6K shares-7.04%2026-06-302026-07-24

KO COCA COLA CO40.4K shares13.79%2026-06-302026-07-24

IGSB ISHARES TR62.5K shares13.25%2026-06-302026-07-24

QUAL ISHARES TR13.7K shares-40.19%2026-06-302026-07-24

GE GE AEROSPACE8.0K shares14.46%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS10.6K shares3.81%2026-06-302026-07-24

DG DOLLAR GEN CORP25.7K shares1.59%2026-06-302026-07-24

GSLC GOLDMAN SACHS ETF TR20.8K shares-11.34%2026-06-302026-07-24

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PG PROCTER & GAMBLE CO20.0K shares8.46%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS37.0K shares5.54%2026-06-302026-07-24

FNDX SCHWAB STRATEGIC TR92.9K shares-0.62%2026-06-302026-07-24

ICSH ISHARES TR56.7K shares10.06%2026-06-302026-07-24

DBEF DBX ETF TR52.3K shares28.02%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC26.4K shares10.90%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP7.9K shares4.90%2026-06-302026-07-24

ACWI ISHARES TR17.9K shares1.31%2026-06-302026-07-24

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ALPS ETF TR ALPS ETF TR53.5K shares1.10%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS17.4K shares4.54%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS35.3K shares35.01%2026-06-302026-07-24

BAI BLACKROCK ETF TRUST52.0K shares-15.57%2026-06-302026-07-24

VUSB VANGUARD BD INDEX FDS55.0K shares7.11%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR14.2K shares-3.15%2026-06-302026-07-24

VLO VALERO ENERGY CORP10.4K shares28.36%2026-06-302026-07-24

TJX TJX COS INC NEW17.8K shares2.63%2026-06-302026-07-24

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MUB ISHARES TR25.1K shares-0.60%2026-06-302026-07-24

SGOV ISHARES TR26.8K shares-41.49%2026-06-302026-07-24

MET METLIFE INC31.7K shares-0.06%2026-06-302026-07-24

ORACLE CORP ORACLE CORP18.3K shares10.81%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC63.1K shares19.65%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR74.0K shares-1.18%2026-06-302026-07-24

VIGI VANGUARD WHITEHALL FDS28.5K shares2.24%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L71.9K shares0.67%2026-06-302026-07-24

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CORO BLACKROCK ETF TRUST71.8K shares44.45%2026-06-302026-07-24

INTC INTEL CORP18.7K shares17.33%2026-06-302026-07-24

SDY SPDR SERIES TRUST17.1K shares1.29%2026-06-302026-07-24

PLAINS GP HLDGS L P PLAINS GP HLDGS L P107.2K shares2.59%2026-06-302026-07-24

SPYI NEOS ETF TRUST48.3K shares55.21%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC21.9K shares-5.23%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F42.7K shares0.62%2026-06-302026-07-24

EEM ISHARES TR36.9K shares-0.55%2026-06-302026-07-24

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FDL FIRST TR EXCHANGE-TRADED FD51.7K shares-3.15%2026-06-302026-07-24

BXSL BLACKSTONE SECD LENDING FD105.6K shares5.73%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F44.1K shares2.95%2026-06-302026-07-24

IYE ISHARES TR42.3K shares1.81%2026-06-302026-07-24

ABT ABBOTT LABORATORIES25.4K shares-1.21%2026-06-302026-07-24

VB VANGUARD INDEX FDS7.4K shares147.91%2026-06-302026-07-24

IWV ISHARES TR5.3K shares-4.90%2026-06-302026-07-24

APH AMPHENOL CORP12.6K shares25.35%2026-06-302026-07-24

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LNG CHENIERE ENERGY INC9.2K shares12.07%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T10.3K shares12.95%2026-06-302026-07-24

DIS DISNEY WALT CO22.7K shares21.40%2026-06-302026-07-24

UNP UNION PAC CORP8.0K shares2.51%2026-06-302026-07-24

ESGU ISHARES TR13.2K shares0.08%2026-06-302026-07-24

TMFC RBB FD INC28.4K shares0.00%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC3.0K shares17.69%2026-06-302026-07-24

DVY ISHARES TR13.7K shares27.50%2026-06-302026-07-24

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COP CONOCOPHILLIPS20.6K shares0.11%2026-06-302026-07-24

EMR EMERSON ELEC CO14.8K shares8.42%2026-06-302026-07-24

DFAI DIMENSIONAL ETF TRUST50.1K shares-0.07%2026-06-302026-07-24

ACWX ISHARES TR26.5K shares15.60%2026-06-302026-07-24

VXUS VANGUARD STAR FDS23.4K shares-1.32%2026-06-302026-07-24

TXN TEXAS INSTRS INC6.7K shares3.81%2026-06-302026-07-24

PSX PHILLIPS 6611.8K shares5.13%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC8.9K sharesnew addition2026-06-302026-07-24

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SHLD GLOBAL X FDS33.1K shares60.90%2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC8.9K sharesnew addition2026-06-302026-07-24

JAAA JANUS DETROIT STR TR38.8K shares91.69%2026-06-302026-07-24

EFG ISHARES TR15.7K shares20.35%2026-06-302026-07-24

GOVT ISHARES TR85.5K shares46.91%2026-06-302026-07-24

SBUX STARBUCKS CORP19.0K shares6.24%2026-06-302026-07-24

AWK AMERICAN WTR WKS CO INC NEW14.8K shares6.60%2026-06-302026-07-24

BLCR BLACKROCK ETF TRUST38.6K shares18.36%2026-06-302026-07-24

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XLY SELECT SECTOR SPDR TR16.4K shares-0.99%2026-06-302026-07-24

PFE PFIZER INC79.4K shares5.33%2026-06-302026-07-24

SCHZ SCHWAB STRATEGIC TR82.6K shares1.30%2026-06-302026-07-24

TFC TRUIST FINL CORP38.3K shares6.43%2026-06-302026-07-24

COF CAPITAL ONE FINL CORP9.5K shares5.42%2026-06-302026-07-24

QQQI NEOS ETF TRUST33.2K shares24.26%2026-06-302026-07-24

APD AIR PRODUCTS AND CHEMICALS I6.4K shares5.60%2026-06-302026-07-24

FBND FIDELITY MERRIMACK STR TR41.1K shares2.84%2026-06-302026-07-24

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BX BLACKSTONE INC15.7K shares4.55%2026-06-302026-07-24

GILD GILEAD SCIENCES INC14.6K shares5.24%2026-06-302026-07-24

AMT AMERICAN TOWER CORP11.2K shares6.72%2026-06-302026-07-24

KMB KIMBERLY-CLARK CORP16.7K shares16.71%2026-06-302026-07-24

GSIE GOLDMAN SACHS ETF TR39.3K shares0.98%2026-06-302026-07-24

LIN LINDE PLC3.4K shares3.08%2026-06-302026-07-24

IXN ISHARES TR12.2K shares-2.45%2026-06-302026-07-24

VV VANGUARD INDEX FDS5.1K shares0.00%2026-06-302026-07-24

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CORTEVA INC CORTEVA INC20.6K shares1.63%2026-06-302026-07-24

SYK STRYKER CORPORATION5.5K shares3.86%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST39.2K shares209.59%2026-06-302026-07-24

GEV GE VERNOVA INC1.5K shares7.02%2026-06-302026-07-24

VBK VANGUARD INDEX FDS4.7K shares15.23%2026-06-302026-07-24

SFBS SERVISFIRST BANCSHARES INC19.8K shares0.00%2026-06-302026-07-24

SHEL SHELL PLC22.0K shares-7.07%2026-06-302026-07-24

EFV ISHARES TR22.0K shares-46.50%2026-06-302026-07-24

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NETFLIX INC. NETFLIX INC.23.4K shares-5.11%2026-06-302026-07-24

IDV ISHARES TR40.3K shares0.52%2026-06-302026-07-24

SCHW SCHWAB CHARLES CORP18.0K shares6.84%2026-06-302026-07-24

BA BOEING CO7.6K shares18.68%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC9.2K shares2644.21%2026-06-302026-07-24

MO ALTRIA GROUP INC22.5K shares4.44%2026-06-302026-07-24

SCHV SCHWAB STRATEGIC TR46.2K shares0.25%2026-06-302026-07-24

URA GLOBAL X FDS36.3K shares48.64%2026-06-302026-07-24

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LOW LOWES COS INC7.0K shares-2.23%2026-06-302026-07-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND12.3K shares4.85%2026-06-302026-07-24

CI THE CIGNA GROUP5.6K shares3.54%2026-06-302026-07-24

CAH CARDINAL HEALTH INC6.4K shares2.41%2026-06-302026-07-24

NVO NOVO-NORDISK A S31.6K shares17.48%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST21.2K shares0.06%2026-06-302026-07-24

T AT&T INC71.7K shares-8.70%2026-06-302026-07-24

THRO BLACKROCK ETF TRUST34.3K shares-32.54%2026-06-302026-07-24

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FMUB FIDELITY MERRIMACK STR TR28.3K shares0.00%2026-06-302026-07-24

VTEI VANGUARD MUN BD FDS14.3K sharesnew addition2026-06-302026-07-24

CME CME GROUP INC6.5K shares9.21%2026-06-302026-07-24

UL UNILEVER PLC24.0K shares10.99%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL6.3K shares2.80%2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP8.2K sharesnew addition2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF41.9K shares-19.02%2026-06-302026-07-24

PFXF VANECK ETF TRUST77.6K shares2.99%2026-06-302026-07-24

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NVS NOVARTIS AG8.7K shares-4.86%2026-06-302026-07-24

SSO PROSHARES TR20.0K shares0.03%2026-06-302026-07-24

O REALTY INCOME CORP21.7K shares16.66%2026-06-302026-07-24

WFC WELLS FARGO & CO16.1K shares-3.65%2026-06-302026-07-24

UAL UNITED AIRLS HLDGS INC9.8K shares14.17%2026-06-302026-07-24

COWZ PACER FDS TR21.1K shares-6.81%2026-06-302026-07-24

ITOT ISHARES TR7.9K shares-0.47%2026-06-302026-07-24

ICF ISHARES TR19.1K shares-1.35%2026-06-302026-07-24

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VIG VANGUARD SPECIALIZED FUNDS5.4K shares1.38%2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR24.2K shares1.74%2026-06-302026-07-24

SCHY SCHWAB STRATEGIC TR40.2K shares5.36%2026-06-302026-07-24

SCZ ISHARES TR15.3K shares-0.44%2026-06-302026-07-24

ED CONSOLIDATED EDISON INC11.3K shares43.52%2026-06-302026-07-24

FFIV F5 INC3.0K shares6.60%2026-06-302026-07-24

IAU ISHARES GOLD TR16.5K shares1.21%2026-06-302026-07-24

ECL ECOLAB INC4.4K shares8.13%2026-06-302026-07-24

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IEF ISHARES TR12.9K shares30.25%2026-06-302026-07-24

KLAC KLA CORP4.0K shares1237.75%2026-06-302026-07-24

XLC SELECT SECTOR SPDR TR11.2K shares0.00%2026-06-302026-07-24

SNDK SANDISK CORP524 shares34.02%2026-06-302026-07-24

AJG GALLAGHER ARTHUR J & CO5.1K shares13.09%2026-06-302026-07-24

BP BP PLC31.7K shares5.67%2026-06-302026-07-24

ANET ARISTA NETWORKS INC6.9K shares28.47%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR12.1K shares-24.78%2026-06-302026-07-24

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FEZ SPDR INDEX SHS FDS16.9K shares0.22%2026-06-302026-07-24

PULS PGIM ETF TR23.3K shares186.89%2026-06-302026-07-24

EES WISDOMTREE TR16.9K shares0.01%2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS14.9K shares0.45%2026-06-302026-07-24

SDVY FIRST TR EXCHANGE TRADED FD26.5K shares-3.01%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR21.4K shares-0.45%2026-06-302026-07-24

VYMI VANGUARD WHITEHALL FDS11.5K shares0.03%2026-06-302026-07-24

ARES CAPITAL CORP ARES CAPITAL CORP60.6K shares13.08%2026-06-302026-07-24

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ADM ARCHER DANIELS MIDLAND CO14.7K shares1.29%2026-06-302026-07-24

USB US BANCORP18.5K shares4.75%2026-06-302026-07-24

CWB SPDR SERIES TRUST10.1K shares19.76%2026-06-302026-07-24

BLACKROCK ETF TRUST BLACKROCK ETF TRUST38.8K sharesnew addition2026-06-302026-07-24

MTUM ISHARES TR3.1K shares-8.80%2026-06-302026-07-24

PSA PUBLIC STORAGE3.4K shares2.68%2026-06-302026-07-24

OKE ONEOK INC NEW12.2K shares-3.71%2026-06-302026-07-24

VMI VALMONT INDS INC1.8K shares-11.57%2026-06-302026-07-24

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RDVI FIRST TR EXCHANGE-TRADED FD35.5K shares0.54%2026-06-302026-07-24

DE DEERE & CO1.6K shares3.91%2026-06-302026-07-24

LABCORP HOLDINGS INC LABCORP HOLDINGS INC3.7K shares1.17%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.4K shares16.84%2026-06-302026-07-24

CSX CSX CORP21.9K shares4.43%2026-06-302026-07-24

GDEC FIRST TR EXCHNG TRADED FD VI26.1K shares0.00%2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR27.9K shares0.02%2026-06-302026-07-24

ET ENERGY TRANSFER L P53.8K shares-49.02%2026-06-302026-07-24

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BSJQ INVESCO EXCH TRD SLF IDX FD44.7K shares54.62%2026-06-302026-07-24

PBP INVESCO EXCHANGE TRADED FD T44.5K sharesnew addition2026-06-302026-07-24

XTEN BONDBLOXX ETF TRUST22.4K shares-28.45%2026-06-302026-07-24

PFF ISHARES TR33.4K shares32.10%2026-06-302026-07-24

JSCP J P MORGAN EXCHANGE TRADED F21.4K shares138.48%2026-06-302026-07-24

RSG REPUBLIC SVCS INC4.7K shares5.22%2026-06-302026-07-24

VTHR VANGUARD SCOTTSDALE FDS3.0K shares0.57%2026-06-302026-07-24

MKTN FEDERATED HERMES ETF TRUST38.2K sharesnew addition2026-06-302026-07-24

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WAT WATERS CORP2.6K shares7.94%2026-06-302026-07-24

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC7.3K shares9.31%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO10.2K shares27.82%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO2.9K shares20.38%2026-06-302026-07-24

PHYS SPROTT ASSET MANAGEMENT LP31.9K shares0.03%2026-06-302026-07-24

DEM WISDOMTREE TR17.9K shares2.58%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC946 shares57.93%2026-06-302026-07-24

GHYB GOLDMAN SACHS ETF TR21.3K shares36.23%2026-06-302026-07-24

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CLX CLOROX CO DEL10.0K shares27.08%2026-06-302026-07-24

AIQ GLOBAL X FDS14.5K shares1.47%2026-06-302026-07-24

CRM SALESFORCE INC6.1K shares-4.11%2026-06-302026-07-24

GIGB GOLDMAN SACHS ETF TR20.6K shares36.43%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC13.1K shares9.44%2026-06-302026-07-24

DXPE DXP ENTERPRISES INC5.6K shares17.33%2026-06-302026-07-24

YUM YUM BRANDS INC5.9K shares7.54%2026-06-302026-07-24

AXON AXON ENTERPRISE INC1.7K shares7.60%2026-06-302026-07-24

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CL COLGATE PALMOLIVE CO10.2K shares7.67%2026-06-302026-07-24

VXF VANGUARD INDEX FDS3.8K shares3.31%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST11.3K shares-5.90%2026-06-302026-07-24

BTI BRITISH AMERN TOB PLC14.8K shares-4.38%2026-06-302026-07-24

AEE AMEREN CORP8.1K shares1.46%2026-06-302026-07-24

SLV ISHARES SILVER TR16.9K shares52.65%2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC1.8K shares4.27%2026-06-302026-07-24

IXJ ISHARES TR9.1K shares1.94%2026-06-302026-07-24

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SCHI SCHWAB STRATEGIC TR39.6K shares20.07%2026-06-302026-07-24

IFRA ISHARES TR14.2K shares-53.40%2026-06-302026-07-24

MINT PIMCO ETF TR8.9K shares11.88%2026-06-302026-07-24

NKE NIKE INC21.8K shares-1.01%2026-06-302026-07-24

GPIX GOLDMAN SACHS ETF TR15.7K shares0.00%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC6.4K shares3.49%2026-06-302026-07-24

ORI OLD REP INTL CORP21.3K shares-9.26%2026-06-302026-07-24

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V3.1K shares5.10%2026-06-302026-07-24

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IEI ISHARES TR7.4K shares0.34%2026-06-302026-07-24

GJUL FIRST TR EXCHNG TRADED FD VI19.8K shares0.00%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS11.7K shares0.09%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS10.3K shares-1.10%2026-06-302026-07-24

GPIQ GOLDMAN SACHS ETF TR14.4K shares0.00%2026-06-302026-07-24

IDEF BLACKROCK ETF TRUST26.6K shares45.74%2026-06-302026-07-24

ITA ISHARES TR3.5K shares2.31%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS8.7K shares43.53%2026-06-302026-07-24

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ADP AUTOMATIC DATA PROCESSING IN3.7K shares55.68%2026-06-302026-07-24

AZO AUTOZONE INC256 shares0.39%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR28.3K shares0.05%2026-06-302026-07-24

EOG EOG RES INC6.3K shares11.08%2026-06-302026-07-24

JPEM J P MORGAN EXCHANGE TRADED F12.9K shares0.49%2026-06-302026-07-24

ALL ALLSTATE CORP3.4K shares4.64%2026-06-302026-07-24

IVLU ISHARES TR19.3K shares0.00%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC2.0K shares31.21%2026-06-302026-07-24

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BBCA J P MORGAN EXCHANGE TRADED F8.1K shares0.45%2026-06-302026-07-24

USHY ISHARES TR21.7K shares15.22%2026-06-302026-07-24

ADI ANALOG DEVICES INC2.0K shares21.11%2026-06-302026-07-24

KOLD PROSHARES TR II35.0K shares0.00%2026-06-302026-07-24

FREEPORT MCMORAN INC FREEPORT MCMORAN INC12.6K shares5.58%2026-06-302026-07-24

MDYG SPDR SERIES TRUST7.0K shares0.00%2026-06-302026-07-24

PAVE GLOBAL X FDS13.3K shares-0.01%2026-06-302026-07-24

NEM NEWMONT CORP8.4K shares-1.77%2026-06-302026-07-24

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BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II15.5K sharesnew addition2026-06-302026-07-24

RIO RIO TINTO PLC8.2K shares3.00%2026-06-302026-07-24

SLB SLB LIMITED16.7K shares-0.74%2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC7.7K shares-17.52%2026-06-302026-07-24

WDC WESTERN DIGITAL CORP1.2K shares41.71%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC3.1K shares7.28%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC1.5K shares-25.72%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T8.4K shares-8.72%2026-06-302026-07-24

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CVS CVS HEALTH CORP7.3K shares9.10%2026-06-302026-07-24

FMUN FIDELITY MERRIMACK STR TR14.8K shares0.27%2026-06-302026-07-24

VBIL VANGUARD INSTL INDEX FD9.8K sharesnew addition2026-06-302026-07-24

FAB FIRST TR EXCHANGE-TRADED ALP7.3K shares0.26%2026-06-302026-07-24

AVUV AMERICAN CENTY ETF TR5.9K shares18.03%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO12.8K shares4.98%2026-06-302026-07-24

VT VANGUARD INTL EQUITY INDEX F4.7K shares1.41%2026-06-302026-07-24

CHRW C H ROBINSON WORLDWIDE IN3.9K shares2.32%2026-06-302026-07-24

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ISTB ISHARES TR14.7K shares-0.29%2026-06-302026-07-24

NDAQ NASDAQ INC9.0K shares26.78%2026-06-302026-07-24

IJT ISHARES TR4.0K shares6.61%2026-06-302026-07-24

VTES VANGUARD WELLINGTON FD7.0K shares94.01%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC1.6K shares40.83%2026-06-302026-07-24

BDX BECTON DICKINSON & CO4.7K shares2.40%2026-06-302026-07-24

FSLR FIRST SOLAR INC3.0K shares-6.77%2026-06-302026-07-24

TT TRANE TECHNOLOGIES PLC1.4K shares138.21%2026-06-302026-07-24

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CHUBB LIMITED CHUBB LIMITED2.1K shares11.25%2026-06-302026-07-24

MSI MOTOROLA SOLUTIONS INC1.7K shares15.15%2026-06-302026-07-24

EG EVEREST GROUP LTD2.0K shares-12.23%2026-06-302026-07-24

SUSB ISHARES TR27.9K shares14.32%2026-06-302026-07-24

FLOT ISHARES TR13.6K shares16.93%2026-06-302026-07-24

VMBS VANGUARD SCOTTSDALE FDS14.6K shares1.12%2026-06-302026-07-24

USMV ISHARES TR7.0K shares0.50%2026-06-302026-07-24

WELL WELLTOWER INC3.0K shares57.39%2026-06-302026-07-24

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XLF SELECT SECTOR SPDR TR12.5K shares-8.06%2026-06-302026-07-24

AEM AGNICO EAGLE MINES LTD4.3K shares-8.88%2026-06-302026-07-24

ARK ETF TR ARK ETF TR8.2K shares0.00%2026-06-302026-07-24

HAL HALLIBURTON CO19.6K shares4.52%2026-06-302026-07-24

PAA PLAINS ALL AMERN PIPELINE L29.6K shares0.67%2026-06-302026-07-24

GLW CORNING INC2.6K shares23.18%2026-06-302026-07-24

BINC BLACKROCK ETF TRUST II12.6K shares-44.66%2026-06-302026-07-24

AON AON PLC1.9K shares11.31%2026-06-302026-07-24

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TLTW ISHARES TR28.8K shares-7.46%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.9K shares3.08%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST7.8K shares70.79%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP651 shares3.17%2026-06-302026-07-24

PRU PRUDENTIAL FINL INC5.9K shares1.57%2026-06-302026-07-24

FDLO FIDELITY COVINGTON TRUST9.1K shares-6.87%2026-06-302026-07-24

TLH ISHARES TR6.1K shares-6.92%2026-06-302026-07-24

HPE HEWLETT PACKARD ENTERPRISE C13.6K sharesnew addition2026-06-302026-07-24

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FANG DIAMONDBACK ENERGY INC3.5K shares-0.37%2026-06-302026-07-24

SEPW AIM ETF PRODUCTS TRUST18.3K shares0.00%2026-06-302026-07-24

TLT ISHARES TR7.0K shares0.10%2026-06-302026-07-24

AVUS AMERICAN CENTY ETF TR4.7K shares-0.04%2026-06-302026-07-24

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.9K shares2.74%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC1.5K shares32.44%2026-06-302026-07-24

TIDAL TRUST II TIDAL TRUST II10.0K sharesnew addition2026-06-302026-07-24

3M CO 3M CO3.6K shares0.98%2026-06-302026-07-24

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ODFL OLD DOMINION FREIGHT LINE IN2.7K shares25.12%2026-06-302026-07-24

DHR DANAHER CORP DEL3.0K shares5.74%2026-06-302026-07-24

LNT ALLIANT ENERGY CORP7.5K shares0.31%2026-06-302026-07-24

FDX FEDEX CORP1.8K shares6.08%2026-06-302026-07-24

RGLD ROYAL GOLD INC2.9K shares0.56%2026-06-302026-07-24

IVES WEDBUSH SER TR15.0K sharesnew addition2026-06-302026-07-24

GSST GOLDMAN SACHS ETF TR11.3K shares41.01%2026-06-302026-07-24

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ENB ENBRIDGE INC10.5K shares10.95%2026-06-302026-07-24

VEEV VEEVA SYS INC3.2K shares2.20%2026-06-302026-07-24

FAST FASTENAL CO11.8K shares-1.67%2026-06-302026-07-24

IBDT ISHARES TR22.4K shares6.79%2026-06-302026-07-24

HSY HERSHEY CO3.2K shares-11.86%2026-06-302026-07-24

FFIN FIRST FINL BANKSHARES INC16.2K shares16.17%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR3.5K shares0.14%2026-06-302026-07-24

JTEK J P MORGAN EXCHANGE TRADED F5.0K shares0.00%2026-06-302026-07-24

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CGMU CAPITAL GRP FIXED INCM ETF T20.0K shares0.00%2026-06-302026-07-24

SPVU INVESCO EXCH TRADED FD TR II7.8K shares-9.94%2026-06-302026-07-24

BK BANK OF NY MELLON CORP3.8K shares11.75%2026-06-302026-07-24

SMLF ISHARES TR6.1K shares-8.70%2026-06-302026-07-24

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD5.6K shares-9.29%2026-06-302026-07-24

CTAS CINTAS CORP3.1K shares46.30%2026-06-302026-07-24

NFJ VIRTUS DIVIDEND INTEREST & P35.0K shares0.00%2026-06-302026-07-24

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FLY FIREFLY AEROSPACE INC18.0K shares2.21%2026-06-302026-07-24

SOFI SOFI TECHNOLOGIES INC29.4K sharesnew addition2026-06-302026-07-24

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BHP BHP BILLITON LIMITED6.3K shares7.55%2026-06-302026-07-24

TRGP TARGA RES CORP2.0K shares3.21%2026-06-302026-07-24

PRM PERIMETER SOLUTIONS INC14.7K shares0.00%2026-06-302026-07-24

AFL AFLAC INC4.4K shares-30.84%2026-06-302026-07-24

QUANTA SVCS INC QUANTA SVCS INC721 shares9.24%2026-06-302026-07-24

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RSPH INVESCO EXCHANGE TRADED FD T15.6K shares0.00%2026-06-302026-07-24

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ITW ILLINOIS TOOL WKS INC1.9K shares3.54%2026-06-302026-07-24

VSS VANGUARD INTL EQUITY INDEX F3.3K shares-2.81%2026-06-302026-07-24

NOC NORTHROP GRUMMAN CORP1.0K shares4.15%2026-06-302026-07-24

FITB FIFTH THIRD BANCORP9.0K sharesnew addition2026-06-302026-07-24

SUN SUNOCO LP/SUNOCO FIN CORP7.5K shares8.30%2026-06-302026-07-24

SPG SIMON PPTY GROUP INC NEW2.2K shares8.50%2026-06-302026-07-24

Sponsored

IEV ISHARES TR6.9K shares0.00%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE IN4.0K shares0.50%2026-06-302026-07-24

YMAR FIRST TR EXCHNG TRADED FD VI17.3K shares0.00%2026-06-302026-07-24

IBTH ISHARES TR22.1K shares7.61%2026-06-302026-07-24

TGT TARGET CORP3.8K shares7.78%2026-06-302026-07-24

RSSE FIRST TR EXCHNG TRADED FD VI21.2K shares0.00%2026-06-302026-07-24

PKG PACKAGING CORP AMER2.0K shares1.59%2026-06-302026-07-24

DFIC DIMENSIONAL ETF TRUST13.0K sharesnew addition2026-06-302026-07-24

Sponsored

ES EVERSOURCE ENERGY6.7K shares2.23%2026-06-302026-07-24

WSO WATSCO INC1.2K shares-12.79%2026-06-302026-07-24

PROSHARES TR II PROSHARES TR II13.8K sharesnew addition2026-06-302026-07-24

WES WESTERN MIDSTREAM PARTNERS L11.0K sharesnew addition2026-06-302026-07-24

NOV NOV INC25.7K sharesnew addition2026-06-302026-07-24

DLN WISDOMTREE TR4.9K shares-19.42%2026-06-302026-07-24

ONEQ FIDELITY COMWLTH TR4.5K shares0.13%2026-06-302026-07-24

TCHP T ROWE PRICE EXCHANGE-TRADED9.3K shares0.00%2026-06-302026-07-24

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION3.2K shares3.48%2026-06-302026-07-24

HODL VANECK BITCOIN ETF27.8K shares98.18%2026-06-302026-07-24

GM GENERAL MTRS CO6.0K shares27.80%2026-06-302026-07-24

FSTA FIDELITY COVINGTON TRUST8.7K shares0.00%2026-06-302026-07-24

BSM BLACK STONE MINERALS L P32.0K shares0.00%2026-06-302026-07-24

IMKTA INGLES MKTS INC5.0K shares-9.02%2026-06-302026-07-24

BUD ANHEUSER BUSCH INBEV SA NV5.4K shares-1.64%2026-06-302026-07-24

HESM HESS MIDSTREAM LP11.8K sharesnew addition2026-06-302026-07-24

Sponsored

SHY ISHARES TR5.4K shares-0.06%2026-06-302026-07-24

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST6.0K sharesnew addition2026-06-302026-07-24

IBTI ISHARES TR20.0K shares8.60%2026-06-302026-07-24

WORLD GOLD TR WORLD GOLD TR5.6K shares12.47%2026-06-302026-07-24

ISHARES TR

3.19%

Shares700.2K

Event2026-06-30

Filed2026-07-24

ISHARES TR

4.39%

Shares1.8M

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

3.37%

Shares1.5M

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES INC

0.91%

Shares1.1M

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

5.19%

Shares505.2K

Event2026-06-30

Filed2026-07-24

USIG

ISHARES TR

3.85%

Shares1.8M

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

-7.35%

Shares973.2K

Event2026-06-30

Filed2026-07-24

JVAL

J P MORGAN EXCHANGE TRADED F

2.84%

Shares1.2M

Event2026-06-30

Filed2026-07-24

JQUA

J P MORGAN EXCHANGE TRADED F

3.20%

Shares980.7K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

301.39%

Shares497.9K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

2.94%

Shares210.9K

Event2026-06-30

Filed2026-07-24

SCHR

SCHWAB STRATEGIC TR

2.91%

Shares2.5M

Event2026-06-30

Filed2026-07-24

IUSB

ISHARES TR

4.25%

Shares1.1M

Event2026-06-30

Filed2026-07-24

NOBLE CORP PLC

4.37%

Shares1.4M

Event2026-06-30

Filed2026-07-24

MBB

ISHARES TR

-44.19%

Shares448.8K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

1.43%

Shares575.3K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

13.41%

Shares800.4K

Event2026-06-30

Filed2026-07-24

SCMB

SCHWAB STRATEGIC TR

-0.90%

Shares1.5M

Event2026-06-30

Filed2026-07-24

JCPB

J P MORGAN EXCHANGE TRADED F

4.37%

Shares805.7K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-0.23%

Shares54.2K

Event2026-06-30

Filed2026-07-24

PMBS

PIMCO ETF TR

New

Shares735.6K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

0.70%

Shares1.3M

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

1.12%

Shares237.5K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-0.69%

Shares41.4K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

5.91%

Shares71.6K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

2.11%

Shares178.6K

Event2026-06-30

Filed2026-07-24

FENI

FIDELITY COVINGTON TRUST

3.10%

Shares643.5K

Event2026-06-30

Filed2026-07-24

JMUB

J P MORGAN EXCHANGE TRADED F

5.74%

Shares504.0K

Event2026-06-30

Filed2026-07-24

SPHD

INVESCO EXCH TRADED FD TR II

1.81%

Shares477.5K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.45%

Shares101.6K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

3.01%

Shares62.1K

Event2026-06-30

Filed2026-07-24

VLUE

ISHARES TR

73.07%

Shares112.7K

Event2026-06-30

Filed2026-07-24

IGIB

ISHARES TR

2.08%

Shares414.2K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

6.73%

Shares59.2K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

0.21%

Shares45.9K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.58%

Shares171.4K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

1.19%

Shares207.4K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

9.69%

Shares161.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

330.05%

Shares202.8K

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

2.26%

Shares652.3K

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO EXCH TRADED FD TR II

-4.34%

Shares92.8K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

6.99%

Shares59.7K

Event2026-06-30

Filed2026-07-24

FPE

FIRST TR EXCH TRADED FD III

1.97%

Shares799.7K

Event2026-06-30

Filed2026-07-24

ITM

VANECK ETF TRUST

4.21%

Shares304.0K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

1.86%

Shares41.2K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

3.32%

Shares139.7K

Event2026-06-30

Filed2026-07-24

TBIL

RBB FD INC

-7.52%

Shares264.3K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

6.70%

Shares36.7K

Event2026-06-30

Filed2026-07-24

DON

WISDOMTREE TR

-0.77%

Shares229.4K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

7.09%

Shares77.4K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

0.03%

Shares423.2K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

2.98%

Shares21.5K

Event2026-06-30

Filed2026-07-24

TQQQ

PROSHARES TR

-32.41%

Shares146.7K

Event2026-06-30

Filed2026-07-24

BBJP

J P MORGAN EXCHANGE TRADED F

1.34%

Shares156.9K

Event2026-06-30

Filed2026-07-24

HELO

J P MORGAN EXCHANGE TRADED F

2.35%

Shares173.9K

Event2026-06-30

Filed2026-07-24

INVESCO EXCH TRADED FD TR II

-0.95%

Shares480.4K

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

-11.32%

Shares218.3K

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

0.23%

Shares191.1K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

8.69%

Shares8.7K

Event2026-06-30

Filed2026-07-24

HEFA

ISHARES TR

-0.59%

Shares220.2K

Event2026-06-30

Filed2026-07-24

FVAL

FIDELITY COVINGTON TRUST

2.09%

Shares129.4K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

-1.01%

Shares123.8K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.70%

Shares19.9K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

-5.57%

Shares43.7K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

559.00%

Shares113.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.21%

Shares38.0K

Event2026-06-30

Filed2026-07-24

TFI

SPDR SERIES TRUST

13.58%

Shares206.9K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

54.99%

Shares7.9K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

5.41%

Shares35.3K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

1.12%

Shares115.4K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

3.76%

Shares74.0K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

40.83%

Shares167.7K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

11.50%

Shares20.0K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

2.94%

Shares100.5K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-4.28%

Shares28.0K

Event2026-06-30

Filed2026-07-24

WISDOMTREE TR

1.46%

Shares112.5K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

1.22%

Shares43.8K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

1.46%

Shares11.0K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

-0.76%

Shares20.2K

Event2026-06-30

Filed2026-07-24

SPTL

SPDR SERIES TRUST

5.74%

Shares302.1K

Event2026-06-30

Filed2026-07-24

NOBL

PROSHARES TR

109.56%

Shares136.3K

Event2026-06-30

Filed2026-07-24

RWO

SPDR INDEX SHS FDS

1.01%

Shares153.2K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

7.64%

Shares12.9K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

20.95%

Shares33.1K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

2.21%

Shares131.5K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

0.77%

Shares9.7K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

778.87%

Shares55.5K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

-1.14%

Shares25.7K

Event2026-06-30

Filed2026-07-24

INDA

ISHARES TR

1.57%

Shares129.6K

Event2026-06-30

Filed2026-07-24

VISA INC

9.72%

Shares18.4K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

8.95%

Shares45.8K

Event2026-06-30

Filed2026-07-24

AVIV

AMERICAN CENTY ETF TR

-1.45%

Shares80.9K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

3.47%

Shares25.3K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-2.39%

Shares52.0K

Event2026-06-30

Filed2026-07-24

HYMB

SPDR SERIES TRUST

7.17%

Shares231.2K

Event2026-06-30

Filed2026-07-24

NVDY

TIDAL TRUST II

25.97%

Shares464.8K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

8.81%

Shares107.0K

Event2026-06-30

Filed2026-07-24

DYNF

BLACKROCK ETF TRUST

8.23%

Shares84.8K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.65%

Shares58.0K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

2.78%

Shares5.4K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

395.62%

Shares63.8K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

2.33%

Shares39.3K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

4.95%

Shares96.3K

Event2026-06-30

Filed2026-07-24

WSM

WILLIAMS SONOMA INC

0.37%

Shares23.3K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

0.59%

Shares13.1K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

6.20%

Shares15.4K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.40%

Shares10.9K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-6.32%

Shares164.3K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

2.46%

Shares27.7K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

4.93%

Shares23.8K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

2.14%

Shares155.0K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

-5.47%

Shares5.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

3.40%

Shares13.1K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-5.64%

Shares13.3K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

53.55%

Shares15.8K

Event2026-06-30

Filed2026-07-24

BGIG

ETF SER SOLUTIONS

-9.85%

Shares132.4K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-2.07%

Shares13.5K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

4.49%

Shares25.4K

Event2026-06-30

Filed2026-07-24

DFLV

DIMENSIONAL ETF TRUST

0.82%

Shares111.0K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-0.10%

Shares32.3K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

10.52%

Shares34.0K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

6.25%

Shares11.7K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.31%

Shares15.6K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

-3.67%

Shares56.6K

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC

43.33%

Shares52.7K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

43.00%

Shares13.1K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

-2.62%

Shares4.2K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

4.61%

Shares4.2K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

8.68%

Shares7.6K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

-1.65%

Shares12.9K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

2.98%

Shares28.9K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

1.18%

Shares41.4K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

18.45%

Shares1.8K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

-0.50%

Shares13.9K

Event2026-06-30

Filed2026-07-24

USFR

WISDOMTREE TR

-2.51%

Shares70.4K

Event2026-06-30

Filed2026-07-24

HYD

VANECK ETF TRUST

-0.58%

Shares67.7K

Event2026-06-30

Filed2026-07-24

SUB

ISHARES TR

-0.77%

Shares32.7K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

-3.63%

Shares102.2K

Event2026-06-30

Filed2026-07-24

DHS

WISDOMTREE TR

-3.16%

Shares30.4K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

-1.35%

Shares6.7K

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

0.94%

Shares24.8K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

5.10%

Shares8.1K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

20.12%

Shares7.8K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

7.12%

Shares5.1K

Event2026-06-30

Filed2026-07-24

J P MORGAN EXCHANGE TRADED F

-7.04%

Shares53.6K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

13.79%

Shares40.4K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

13.25%

Shares62.5K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

-40.19%

Shares13.7K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

14.46%

Shares8.0K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

3.81%

Shares10.6K

Event2026-06-30

Filed2026-07-24

DOLLAR GEN CORP

1.59%

Shares25.7K

Event2026-06-30

Filed2026-07-24

GSLC

GOLDMAN SACHS ETF TR

-11.34%

Shares20.8K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

8.46%

Shares20.0K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

5.54%

Shares37.0K

Event2026-06-30

Filed2026-07-24

FNDX

SCHWAB STRATEGIC TR

-0.62%

Shares92.9K

Event2026-06-30

Filed2026-07-24

ICSH

ISHARES TR

10.06%

Shares56.7K

Event2026-06-30

Filed2026-07-24

DBEF

DBX ETF TR

28.02%

Shares52.3K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

10.90%

Shares26.4K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

4.90%

Shares7.9K

Event2026-06-30

Filed2026-07-24

ACWI

ISHARES TR

1.31%

Shares17.9K

Event2026-06-30

Filed2026-07-24

ALPS ETF TR

1.10%

Shares53.5K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

4.54%

Shares17.4K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

35.01%

Shares35.3K

Event2026-06-30

Filed2026-07-24

BAI

BLACKROCK ETF TRUST

-15.57%

Shares52.0K

Event2026-06-30

Filed2026-07-24

VUSB

VANGUARD BD INDEX FDS

7.11%

Shares55.0K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

-3.15%

Shares14.2K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

28.36%

Shares10.4K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

2.63%

Shares17.8K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

-0.60%

Shares25.1K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

-41.49%

Shares26.8K

Event2026-06-30

Filed2026-07-24

MET

METLIFE INC

-0.06%

Shares31.7K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

10.81%

Shares18.3K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

19.65%

Shares63.1K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

-1.18%

Shares74.0K

Event2026-06-30

Filed2026-07-24

VIGI

VANGUARD WHITEHALL FDS

2.24%

Shares28.5K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

0.67%

Shares71.9K

Event2026-06-30

Filed2026-07-24

CORO

BLACKROCK ETF TRUST

44.45%

Shares71.8K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

17.33%

Shares18.7K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

1.29%

Shares17.1K

Event2026-06-30

Filed2026-07-24

PLAINS GP HLDGS L P

2.59%

Shares107.2K

Event2026-06-30

Filed2026-07-24

SPYI

NEOS ETF TRUST

55.21%

Shares48.3K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

-5.23%

Shares21.9K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

0.62%

Shares42.7K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-0.55%

Shares36.9K

Event2026-06-30

Filed2026-07-24

FDL

FIRST TR EXCHANGE-TRADED FD

-3.15%

Shares51.7K

Event2026-06-30

Filed2026-07-24

BXSL

BLACKSTONE SECD LENDING FD

5.73%

Shares105.6K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

2.95%

Shares44.1K

Event2026-06-30

Filed2026-07-24

IYE

ISHARES TR

1.81%

Shares42.3K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-1.21%

Shares25.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

147.91%

Shares7.4K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

-4.90%

Shares5.3K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

25.35%

Shares12.6K

Event2026-06-30

Filed2026-07-24

LNG

CHENIERE ENERGY INC

12.07%

Shares9.2K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

12.95%

Shares10.3K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

21.40%

Shares22.7K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

2.51%

Shares8.0K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES TR

0.08%

Shares13.2K

Event2026-06-30

Filed2026-07-24

TMFC

RBB FD INC

0.00%

Shares28.4K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

17.69%

Shares3.0K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

27.50%

Shares13.7K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

0.11%

Shares20.6K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

8.42%

Shares14.8K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

-0.07%

Shares50.1K

Event2026-06-30

Filed2026-07-24

ACWX

ISHARES TR

15.60%

Shares26.5K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

-1.32%

Shares23.4K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

3.81%

Shares6.7K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

5.13%

Shares11.8K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares8.9K

Event2026-06-30

Filed2026-07-24

SHLD

GLOBAL X FDS

60.90%

Shares33.1K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares8.9K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

91.69%

Shares38.8K

Event2026-06-30

Filed2026-07-24

EFG

ISHARES TR

20.35%

Shares15.7K

Event2026-06-30

Filed2026-07-24

GOVT

ISHARES TR

46.91%

Shares85.5K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

6.24%

Shares19.0K

Event2026-06-30

Filed2026-07-24

AWK

AMERICAN WTR WKS CO INC NEW

6.60%

Shares14.8K

Event2026-06-30

Filed2026-07-24

BLCR

BLACKROCK ETF TRUST

18.36%

Shares38.6K

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

-0.99%

Shares16.4K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

5.33%

Shares79.4K

Event2026-06-30

Filed2026-07-24

SCHZ

SCHWAB STRATEGIC TR

1.30%

Shares82.6K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

6.43%

Shares38.3K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

5.42%

Shares9.5K

Event2026-06-30

Filed2026-07-24

QQQI

NEOS ETF TRUST

24.26%

Shares33.2K

Event2026-06-30

Filed2026-07-24

APD

AIR PRODUCTS AND CHEMICALS I

5.60%

Shares6.4K

Event2026-06-30

Filed2026-07-24

FBND

FIDELITY MERRIMACK STR TR

2.84%

Shares41.1K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

4.55%

Shares15.7K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

5.24%

Shares14.6K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

6.72%

Shares11.2K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

16.71%

Shares16.7K

Event2026-06-30

Filed2026-07-24

GSIE

GOLDMAN SACHS ETF TR

0.98%

Shares39.3K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

3.08%

Shares3.4K

Event2026-06-30

Filed2026-07-24

IXN

ISHARES TR

-2.45%

Shares12.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

CORTEVA INC

1.63%

Shares20.6K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

3.86%

Shares5.5K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

209.59%

Shares39.2K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

7.02%

Shares1.5K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

15.23%

Shares4.7K

Event2026-06-30

Filed2026-07-24

SFBS

SERVISFIRST BANCSHARES INC

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

-7.07%

Shares22.0K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES TR

-46.50%

Shares22.0K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-5.11%

Shares23.4K

Event2026-06-30

Filed2026-07-24

IDV

ISHARES TR

0.52%

Shares40.3K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

6.84%

Shares18.0K

Event2026-06-30

Filed2026-07-24

BOEING CO

18.68%

Shares7.6K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

2644.21%

Shares9.2K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

4.44%

Shares22.5K

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB STRATEGIC TR

0.25%

Shares46.2K

Event2026-06-30

Filed2026-07-24

URA

GLOBAL X FDS

48.64%

Shares36.3K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-2.23%

Shares7.0K

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND

4.85%

Shares12.3K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

3.54%

Shares5.6K

Event2026-06-30

Filed2026-07-24

CAH

CARDINAL HEALTH INC

2.41%

Shares6.4K

Event2026-06-30

Filed2026-07-24

NVO

NOVO-NORDISK A S

17.48%

Shares31.6K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

0.06%

Shares21.2K

Event2026-06-30

Filed2026-07-24

AT&T INC

-8.70%

Shares71.7K

Event2026-06-30

Filed2026-07-24

THRO

BLACKROCK ETF TRUST

-32.54%

Shares34.3K

Event2026-06-30

Filed2026-07-24

FMUB

FIDELITY MERRIMACK STR TR

0.00%

Shares28.3K

Event2026-06-30

Filed2026-07-24

VTEI

VANGUARD MUN BD FDS

New

Shares14.3K

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC

9.21%

Shares6.5K

Event2026-06-30

Filed2026-07-24

UNILEVER PLC

10.99%

Shares24.0K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

2.80%

Shares6.3K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares8.2K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

-19.02%

Shares41.9K

Event2026-06-30

Filed2026-07-24

PFXF

VANECK ETF TRUST

2.99%

Shares77.6K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG

-4.86%

Shares8.7K

Event2026-06-30

Filed2026-07-24

SSO

PROSHARES TR

0.03%

Shares20.0K

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP

16.66%

Shares21.7K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

-3.65%

Shares16.1K

Event2026-06-30

Filed2026-07-24

UAL

UNITED AIRLS HLDGS INC

14.17%

Shares9.8K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

-6.81%

Shares21.1K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

-0.47%

Shares7.9K

Event2026-06-30

Filed2026-07-24

ICF

ISHARES TR

-1.35%

Shares19.1K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

1.38%

Shares5.4K

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

1.74%

Shares24.2K

Event2026-06-30

Filed2026-07-24

SCHY

SCHWAB STRATEGIC TR

5.36%

Shares40.2K

Event2026-06-30

Filed2026-07-24

SCZ

ISHARES TR

-0.44%

Shares15.3K

Event2026-06-30

Filed2026-07-24

CONSOLIDATED EDISON INC

43.52%

Shares11.3K

Event2026-06-30

Filed2026-07-24

FFIV

F5 INC

6.60%

Shares3.0K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

1.21%

Shares16.5K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

8.13%

Shares4.4K

Event2026-06-30

Filed2026-07-24

IEF

ISHARES TR

30.25%

Shares12.9K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

1237.75%

Shares4.0K

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP

34.02%

Shares524

Event2026-06-30

Filed2026-07-24

AJG

GALLAGHER ARTHUR J & CO

13.09%

Shares5.1K

Event2026-06-30

Filed2026-07-24

BP PLC

5.67%

Shares31.7K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

28.47%

Shares6.9K

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

-24.78%

Shares12.1K

Event2026-06-30

Filed2026-07-24

FEZ

SPDR INDEX SHS FDS

0.22%

Shares16.9K

Event2026-06-30

Filed2026-07-24

PULS

PGIM ETF TR

186.89%

Shares23.3K

Event2026-06-30

Filed2026-07-24

EES

WISDOMTREE TR

0.01%

Shares16.9K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

0.45%

Shares14.9K

Event2026-06-30

Filed2026-07-24

SDVY

FIRST TR EXCHANGE TRADED FD

-3.01%

Shares26.5K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

-0.45%

Shares21.4K

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

0.03%

Shares11.5K

Event2026-06-30

Filed2026-07-24

ARES CAPITAL CORP

13.08%

Shares60.6K

Event2026-06-30

Filed2026-07-24

ADM

ARCHER DANIELS MIDLAND CO

1.29%

Shares14.7K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

4.75%

Shares18.5K

Event2026-06-30

Filed2026-07-24

CWB

SPDR SERIES TRUST

19.76%

Shares10.1K

Event2026-06-30

Filed2026-07-24

BLACKROCK ETF TRUST

New

Shares38.8K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

-8.80%

Shares3.1K

Event2026-06-30

Filed2026-07-24

PSA

PUBLIC STORAGE

2.68%

Shares3.4K

Event2026-06-30

Filed2026-07-24

OKE

ONEOK INC NEW

-3.71%

Shares12.2K

Event2026-06-30

Filed2026-07-24

VMI

VALMONT INDS INC

-11.57%

Shares1.8K

Event2026-06-30

Filed2026-07-24

RDVI

FIRST TR EXCHANGE-TRADED FD

0.54%

Shares35.5K

Event2026-06-30

Filed2026-07-24

DEERE & CO

3.91%

Shares1.6K

Event2026-06-30

Filed2026-07-24

LABCORP HOLDINGS INC

1.17%

Shares3.7K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

16.84%

Shares1.4K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

4.43%

Shares21.9K

Event2026-06-30

Filed2026-07-24

GDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares26.1K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

0.02%

Shares27.9K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

-49.02%

Shares53.8K

Event2026-06-30

Filed2026-07-24

BSJQ

INVESCO EXCH TRD SLF IDX FD

54.62%

Shares44.7K

Event2026-06-30

Filed2026-07-24

PBP

INVESCO EXCHANGE TRADED FD T

New

Shares44.5K

Event2026-06-30

Filed2026-07-24

XTEN

BONDBLOXX ETF TRUST

-28.45%

Shares22.4K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

32.10%

Shares33.4K

Event2026-06-30

Filed2026-07-24

JSCP

J P MORGAN EXCHANGE TRADED F

138.48%

Shares21.4K

Event2026-06-30

Filed2026-07-24

RSG

REPUBLIC SVCS INC

5.22%

Shares4.7K

Event2026-06-30

Filed2026-07-24

VTHR

VANGUARD SCOTTSDALE FDS

0.57%

Shares3.0K

Event2026-06-30

Filed2026-07-24

MKTN

FEDERATED HERMES ETF TRUST

New

Shares38.2K

Event2026-06-30

Filed2026-07-24

WAT

WATERS CORP

7.94%

Shares2.6K

Event2026-06-30

Filed2026-07-24

AGILENT TECHNOLOGIES INC

9.31%

Shares7.3K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

27.82%

Shares10.2K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

20.38%

Shares2.9K

Event2026-06-30

Filed2026-07-24

PHYS

SPROTT ASSET MANAGEMENT LP

0.03%

Shares31.9K

Event2026-06-30

Filed2026-07-24

DEM

WISDOMTREE TR

2.58%

Shares17.9K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

57.93%

Shares946

Event2026-06-30

Filed2026-07-24

GHYB

GOLDMAN SACHS ETF TR

36.23%

Shares21.3K

Event2026-06-30

Filed2026-07-24

CLX

CLOROX CO DEL

27.08%

Shares10.0K

Event2026-06-30

Filed2026-07-24

AIQ

GLOBAL X FDS

1.47%

Shares14.5K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-4.11%

Shares6.1K

Event2026-06-30

Filed2026-07-24

GIGB

GOLDMAN SACHS ETF TR

36.43%

Shares20.6K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

9.44%

Shares13.1K

Event2026-06-30

Filed2026-07-24

DXPE

DXP ENTERPRISES INC

17.33%

Shares5.6K

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC

7.54%

Shares5.9K

Event2026-06-30

Filed2026-07-24

AXON

AXON ENTERPRISE INC

7.60%

Shares1.7K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

7.67%

Shares10.2K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

3.31%

Shares3.8K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

-5.90%

Shares11.3K

Event2026-06-30

Filed2026-07-24

BTI

BRITISH AMERN TOB PLC

-4.38%

Shares14.8K

Event2026-06-30

Filed2026-07-24

AEE

AMEREN CORP

1.46%

Shares8.1K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

52.65%

Shares16.9K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC

4.27%

Shares1.8K

Event2026-06-30

Filed2026-07-24

IXJ

ISHARES TR

1.94%

Shares9.1K

Event2026-06-30

Filed2026-07-24

SCHI

SCHWAB STRATEGIC TR

20.07%

Shares39.6K

Event2026-06-30

Filed2026-07-24

IFRA

ISHARES TR

-53.40%

Shares14.2K

Event2026-06-30

Filed2026-07-24

MINT

PIMCO ETF TR

11.88%

Shares8.9K

Event2026-06-30

Filed2026-07-24

NKE

NIKE INC

-1.01%

Shares21.8K

Event2026-06-30

Filed2026-07-24

GPIX

GOLDMAN SACHS ETF TR

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

3.49%

Shares6.4K

Event2026-06-30

Filed2026-07-24

ORI

OLD REP INTL CORP

-9.26%

Shares21.3K

Event2026-06-30

Filed2026-07-24

NXP SEMICONDUCTORS N V

5.10%

Shares3.1K

Event2026-06-30

Filed2026-07-24

IEI

ISHARES TR

0.34%

Shares7.4K

Event2026-06-30

Filed2026-07-24

GJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

0.09%

Shares11.7K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

-1.10%

Shares10.3K

Event2026-06-30

Filed2026-07-24

GPIQ

GOLDMAN SACHS ETF TR

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-24

IDEF

BLACKROCK ETF TRUST

45.74%

Shares26.6K

Event2026-06-30

Filed2026-07-24

ITA

ISHARES TR

2.31%

Shares3.5K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

43.53%

Shares8.7K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

55.68%

Shares3.7K

Event2026-06-30

Filed2026-07-24

AZO

AUTOZONE INC

0.39%

Shares256

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

0.05%

Shares28.3K

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC

11.08%

Shares6.3K

Event2026-06-30

Filed2026-07-24

JPEM

J P MORGAN EXCHANGE TRADED F

0.49%

Shares12.9K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

4.64%

Shares3.4K

Event2026-06-30

Filed2026-07-24

IVLU

ISHARES TR

0.00%

Shares19.3K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

31.21%

Shares2.0K

Event2026-06-30

Filed2026-07-24

BBCA

J P MORGAN EXCHANGE TRADED F

0.45%

Shares8.1K

Event2026-06-30

Filed2026-07-24

USHY

ISHARES TR

15.22%

Shares21.7K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

21.11%

Shares2.0K

Event2026-06-30

Filed2026-07-24

KOLD

PROSHARES TR II

0.00%

Shares35.0K

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC

5.58%

Shares12.6K

Event2026-06-30

Filed2026-07-24

MDYG

SPDR SERIES TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

PAVE

GLOBAL X FDS

-0.01%

Shares13.3K

Event2026-06-30

Filed2026-07-24

NEM

NEWMONT CORP

-1.77%

Shares8.4K

Event2026-06-30

Filed2026-07-24

BLACKROCK ETF TRUST II

New

Shares15.5K

Event2026-06-30

Filed2026-07-24

RIO

RIO TINTO PLC

3.00%

Shares8.2K

Event2026-06-30

Filed2026-07-24

SLB

SLB LIMITED

-0.74%

Shares16.7K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

-17.52%

Shares7.7K

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP

41.71%

Shares1.2K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

7.28%

Shares3.1K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

-25.72%

Shares1.5K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-8.72%

Shares8.4K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

9.10%

Shares7.3K

Event2026-06-30

Filed2026-07-24

FMUN

FIDELITY MERRIMACK STR TR

0.27%

Shares14.8K

Event2026-06-30

Filed2026-07-24

VBIL

VANGUARD INSTL INDEX FD

New

Shares9.8K

Event2026-06-30

Filed2026-07-24

FAB

FIRST TR EXCHANGE-TRADED ALP

0.26%

Shares7.3K

Event2026-06-30

Filed2026-07-24

AVUV

AMERICAN CENTY ETF TR

18.03%

Shares5.9K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

4.98%

Shares12.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

1.41%

Shares4.7K

Event2026-06-30

Filed2026-07-24

CHRW

C H ROBINSON WORLDWIDE IN

2.32%

Shares3.9K

Event2026-06-30

Filed2026-07-24

ISTB

ISHARES TR

-0.29%

Shares14.7K

Event2026-06-30

Filed2026-07-24

NDAQ

NASDAQ INC

26.78%

Shares9.0K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

6.61%

Shares4.0K

Event2026-06-30

Filed2026-07-24

VTES

VANGUARD WELLINGTON FD

94.01%

Shares7.0K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

40.83%

Shares1.6K

Event2026-06-30

Filed2026-07-24

BDX

BECTON DICKINSON & CO

2.40%

Shares4.7K

Event2026-06-30

Filed2026-07-24

FSLR

FIRST SOLAR INC

-6.77%

Shares3.0K

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

138.21%

Shares1.4K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

11.25%

Shares2.1K

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC

15.15%

Shares1.7K

Event2026-06-30

Filed2026-07-24

EVEREST GROUP LTD

-12.23%

Shares2.0K

Event2026-06-30

Filed2026-07-24

SUSB

ISHARES TR

14.32%

Shares27.9K

Event2026-06-30

Filed2026-07-24

FLOT

ISHARES TR

16.93%

Shares13.6K

Event2026-06-30

Filed2026-07-24

VMBS

VANGUARD SCOTTSDALE FDS

1.12%

Shares14.6K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

0.50%

Shares7.0K

Event2026-06-30

Filed2026-07-24

WELL

WELLTOWER INC

57.39%

Shares3.0K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-8.06%

Shares12.5K

Event2026-06-30

Filed2026-07-24

AEM

AGNICO EAGLE MINES LTD

-8.88%

Shares4.3K

Event2026-06-30

Filed2026-07-24

ARK ETF TR

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-24

HAL

HALLIBURTON CO

4.52%

Shares19.6K

Event2026-06-30

Filed2026-07-24

PAA

PLAINS ALL AMERN PIPELINE L

0.67%

Shares29.6K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

23.18%

Shares2.6K

Event2026-06-30

Filed2026-07-24

BINC

BLACKROCK ETF TRUST II

-44.66%

Shares12.6K

Event2026-06-30

Filed2026-07-24

AON

AON PLC

11.31%

Shares1.9K

Event2026-06-30

Filed2026-07-24

TLTW

ISHARES TR

-7.46%

Shares28.8K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

3.08%

Shares1.9K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

70.79%

Shares7.8K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

3.17%

Shares651

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC

1.57%

Shares5.9K

Event2026-06-30

Filed2026-07-24

FDLO

FIDELITY COVINGTON TRUST

-6.87%

Shares9.1K

Event2026-06-30

Filed2026-07-24

TLH

ISHARES TR

-6.92%

Shares6.1K

Event2026-06-30

Filed2026-07-24

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares13.6K

Event2026-06-30

Filed2026-07-24

FANG

DIAMONDBACK ENERGY INC

-0.37%

Shares3.5K

Event2026-06-30

Filed2026-07-24

SEPW

AIM ETF PRODUCTS TRUST

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-24

TLT

ISHARES TR

0.10%

Shares7.0K

Event2026-06-30

Filed2026-07-24

AVUS

AMERICAN CENTY ETF TR

-0.04%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ROYAL CARIBBEAN GROUP

2.74%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

32.44%

Shares1.5K

Event2026-06-30

Filed2026-07-24

TIDAL TRUST II

New

Shares10.0K

Event2026-06-30

Filed2026-07-24

3M CO

0.98%

Shares3.6K

Event2026-06-30

Filed2026-07-24

MUSA

MURPHY USA INC

3.26%

Shares1.1K

Event2026-06-30

Filed2026-07-24

ODFL

OLD DOMINION FREIGHT LINE IN

25.12%

Shares2.7K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

5.74%

Shares3.0K

Event2026-06-30

Filed2026-07-24

LNT

ALLIANT ENERGY CORP

0.31%

Shares7.5K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

6.08%

Shares1.8K

Event2026-06-30

Filed2026-07-24

RGLD

ROYAL GOLD INC

0.56%

Shares2.9K

Event2026-06-30

Filed2026-07-24

IVES

WEDBUSH SER TR

New

Shares15.0K

Event2026-06-30

Filed2026-07-24

GSST

GOLDMAN SACHS ETF TR

41.01%

Shares11.3K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

10.95%

Shares10.5K

Event2026-06-30

Filed2026-07-24

VEEV

VEEVA SYS INC

2.20%

Shares3.2K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

-1.67%

Shares11.8K

Event2026-06-30

Filed2026-07-24

IBDT

ISHARES TR

6.79%

Shares22.4K

Event2026-06-30

Filed2026-07-24

HSY

HERSHEY CO

-11.86%

Shares3.2K

Event2026-06-30

Filed2026-07-24

FFIN

FIRST FINL BANKSHARES INC

16.17%

Shares16.2K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

0.14%

Shares3.5K

Event2026-06-30

Filed2026-07-24

JTEK

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

-6.72%

Shares6.6K

Event2026-06-30

Filed2026-07-24

CGMU

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-24

SPVU

INVESCO EXCH TRADED FD TR II

-9.94%

Shares7.8K

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP

11.75%

Shares3.8K

Event2026-06-30

Filed2026-07-24

SMLF

ISHARES TR

-8.70%

Shares6.1K

Event2026-06-30

Filed2026-07-24

ALIBABA GROUP HLDG LTD

-9.29%

Shares5.6K

Event2026-06-30

Filed2026-07-24

CTAS

CINTAS CORP

46.30%

Shares3.1K

Event2026-06-30

Filed2026-07-24

NFJ

VIRTUS DIVIDEND INTEREST & P

0.00%

Shares35.0K

Event2026-06-30

Filed2026-07-24

FLY

FIREFLY AEROSPACE INC

2.21%

Shares18.0K

Event2026-06-30

Filed2026-07-24

SOFI

SOFI TECHNOLOGIES INC

New

Shares29.4K

Event2026-06-30

Filed2026-07-24

DGRS

WISDOMTREE TR

-2.59%

Shares8.9K

Event2026-06-30

Filed2026-07-24

BHP

BHP BILLITON LIMITED

7.55%

Shares6.3K

Event2026-06-30

Filed2026-07-24

TRGP

TARGA RES CORP

3.21%

Shares2.0K

Event2026-06-30

Filed2026-07-24

PRM

PERIMETER SOLUTIONS INC

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

-30.84%

Shares4.4K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

9.24%

Shares721

Event2026-06-30

Filed2026-07-24

RSPH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-24

ARES MANAGEMENT CORPORATION

31.84%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

3.54%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD INTL EQUITY INDEX F

-2.81%

Shares3.3K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP

4.15%

Shares1.0K

Event2026-06-30

Filed2026-07-24

FITB

FIFTH THIRD BANCORP

New

Shares9.0K

Event2026-06-30

Filed2026-07-24

SUN

SUNOCO LP/SUNOCO FIN CORP

8.30%

Shares7.5K

Event2026-06-30

Filed2026-07-24

SPG

SIMON PPTY GROUP INC NEW

8.50%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IEV

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

0.50%

Shares4.0K

Event2026-06-30

Filed2026-07-24

YMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-24

IBTH

ISHARES TR

7.61%

Shares22.1K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

7.78%

Shares3.8K

Event2026-06-30

Filed2026-07-24

RSSE

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-24

PKG

PACKAGING CORP AMER

1.59%

Shares2.0K

Event2026-06-30

Filed2026-07-24

DFIC

DIMENSIONAL ETF TRUST

New

Shares13.0K

Event2026-06-30

Filed2026-07-24

EVERSOURCE ENERGY

2.23%

Shares6.7K

Event2026-06-30

Filed2026-07-24

WSO

WATSCO INC

-12.79%

Shares1.2K

Event2026-06-30

Filed2026-07-24

PROSHARES TR II

New

Shares13.8K

Event2026-06-30

Filed2026-07-24

WES

WESTERN MIDSTREAM PARTNERS L

New

Shares11.0K

Event2026-06-30

Filed2026-07-24

NOV

NOV INC

New

Shares25.7K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

-19.42%

Shares4.9K

Event2026-06-30

Filed2026-07-24

ONEQ

FIDELITY COMWLTH TR

0.13%

Shares4.5K

Event2026-06-30

Filed2026-07-24

TCHP

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

3.48%

Shares3.2K

Event2026-06-30

Filed2026-07-24

HODL

VANECK BITCOIN ETF

98.18%

Shares27.8K

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO

27.80%

Shares6.0K

Event2026-06-30

Filed2026-07-24

FSTA

FIDELITY COVINGTON TRUST

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-24

BSM

BLACK STONE MINERALS L P

0.00%

Shares32.0K

Event2026-06-30

Filed2026-07-24

IMKTA

INGLES MKTS INC

-9.02%

Shares5.0K

Event2026-06-30

Filed2026-07-24

BUD

ANHEUSER BUSCH INBEV SA NV

-1.64%

Shares5.4K

Event2026-06-30

Filed2026-07-24

HESM

HESS MIDSTREAM LP

New

Shares11.8K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

-0.06%

Shares5.4K

Event2026-06-30

Filed2026-07-24

ROUNDHILL ETF TRUST

New

Shares6.0K

Event2026-06-30

Filed2026-07-24

IBTI

ISHARES TR

8.60%

Shares20.0K

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

12.47%

Shares5.6K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

BROADCOM INC Call CallBROADCOM INC2.0K sharesnew addition2026-06-302026-07-24

NVDA Call CallNVIDIA CORPORATION3.0K shares-40.00%2026-06-302026-07-24

META PLATFORMS INC Call CallMETA PLATFORMS INC1.0K shares0.00%2026-06-302026-07-24

GOOG Call CallALPHABET INC1.1K shares-52.17%2026-06-302026-07-24

DELL Call CallDELL TECHNOLOGIES INC700 shares0.00%2026-06-302026-07-24

MRVL Call CallMARVELL TECHNOLOGY INC1.0K sharesnew addition2026-06-302026-07-24

NBIS Call CallNEBIUS GROUP N.V.800 sharesnew addition2026-06-302026-07-24

NETFLIX INC. Call CallNETFLIX INC.3.0K sharesnew addition2026-06-302026-07-24

ISHARES TR Call CallISHARES TR1.4K sharesnew addition2026-06-302026-07-24

EFA Call CallISHARES TR900 shares0.00%2026-06-302026-07-24

VTV Call CallVANGUARD INDEX FDS300 shares0.00%2026-06-302026-07-24

IJR Call CallISHARES TR300 sharesnew addition2026-06-302026-07-24

GLD Call CallSPDR GOLD TR100 shares0.00%2026-06-302026-07-24

IJH Call CallISHARES TR400 shares0.00%2026-06-302026-07-24

BROADCOM INC Call

BROADCOM INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

NVDA Call

NVIDIA CORPORATION

-40.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC Call

META PLATFORMS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

GOOG Call

ALPHABET INC

-52.17%

Shares1.1K

Event2026-06-30

Filed2026-07-24

DELL Call

DELL TECHNOLOGIES INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-24

MRVL Call

MARVELL TECHNOLOGY INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

NBIS Call

NEBIUS GROUP N.V.

New

Shares800

Event2026-06-30

Filed2026-07-24

NETFLIX INC. Call

NETFLIX INC.

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

ISHARES TR Call

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

EFA Call

ISHARES TR

0.00%

Shares900

Event2026-06-30

Filed2026-07-24

VTV Call

VANGUARD INDEX FDS

0.00%

Shares300

Event2026-06-30

Filed2026-07-24

IJR Call

ISHARES TR

New

Shares300

Event2026-06-30

Filed2026-07-24

GLD Call

SPDR GOLD TR

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

IJH Call

ISHARES TR

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T6.3K shares3.28%2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP Put PutSPACE EXPLORATION TECHN CORP300 sharesnew addition2026-06-302026-07-24

NVDA Put PutNVIDIA CORPORATION100 shares0.00%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

3.28%

Shares6.3K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP Put

SPACE EXPLORATION TECHN CORP

New

Shares300

Event2026-06-30

Filed2026-07-24

NVDA Put

NVIDIA CORPORATION

0.00%

Shares100

Event2026-06-30

Filed2026-07-24