The Analysis of AXXCESS WEALTH MANAGEMENT, LLC's Holdings & P&L


Currently, AXXCESS WEALTH MANAGEMENT, LLC holds 1051 types of securities in its portfolio with a total value $6.3B. In the most recent quarter, they have increased their positions in VV (+1.0M shares, valued at $348.8M), IDEV (+1.3M shares, valued at $114.1M), VO (+1.1M shares, valued at $87.1M); decreased their positions in JPST (-397.2K shares, valued at $20.1M), ADP (-26.3K shares, valued at $5.9M), AMD (-9.8K shares, valued at $5.6M); initiated new positions in VV (+1.0M shares, valued at $348.8M), IDEV (+1.3M shares, valued at $114.1M), VO (+1.1M shares, valued at $87.1M).


1M P&L
+143.3M+2.72%
3M P&L
+57.0M+1.06%
HY P&L
-105.9M-1.92%

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/A3.9B
71.2%
2Semiconductors184.1M
3.4%
3Consumer Electronics159.0M
2.9%

Top Industries by Stock Count

1N/A538 stocks
55.6%
2Banks - Regional19 stocks
2.0%
3Aerospace & Defense15 stocks
1.6%
Stock Holdings
VV
VANGUARD INDEX FDS
New
Shares1.0M
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
3.42%
Shares1.9M
Event2026-06-30
Filed2026-07-28
AAPL
APPLE INC
1.58%
Shares561.6K
Event2026-06-30
Filed2026-07-28
IDEV
ISHARES TR
New
Shares1.3M
Event2026-06-30
Filed2026-07-28
SPDW
SPDR INDEX SHS FDS
5.15%
Shares2.2M
Event2026-06-30
Filed2026-07-28
NVDA
NVIDIA CORPORATION
5.78%
Shares539.7K
Event2026-06-30
Filed2026-07-28
JPST
J P MORGAN EXCHANGE TRADED F
-17.12%
Shares1.9M
Event2026-06-30
Filed2026-07-28
MSFT
MICROSOFT CORP
6.88%
Shares251.6K
Event2026-06-30
Filed2026-07-28
VO
VANGUARD INDEX FDS
New
Shares1.1M
Event2026-06-30
Filed2026-07-28
IJH
ISHARES TR
4.16%
Shares1.1M
Event2026-06-30
Filed2026-07-28
VOO
VANGUARD INDEX FDS
4.68%
Shares122.2K
Event2026-06-30
Filed2026-07-28
AMZN
AMAZON COM INC
4.47%
Shares342.3K
Event2026-06-30
Filed2026-07-28
PBUS
INVESCO EXCH TRADED FD TR II
New
Shares1.0M
Event2026-06-30
Filed2026-07-28
BIL
SPDR SERIES TRUST
-0.37%
Shares830.4K
Event2026-06-30
Filed2026-07-28
GSY
INVESCO ACTIVELY MANAGED EXC
2.97%
Shares1.5M
Event2026-06-30
Filed2026-07-28
GOOGL
ALPHABET INC
1.33%
Shares200.0K
Event2026-06-30
Filed2026-07-28
BROADCOM INC
BROADCOM INC
2.59%
Shares181.7K
Event2026-06-30
Filed2026-07-28
IJR
ISHARES TR
-1.30%
Shares451.1K
Event2026-06-30
Filed2026-07-28
PAVE
GLOBAL X FDS
3.99%
Shares1.1M
Event2026-06-30
Filed2026-07-28
CIBR
FIRST TR EXCHANGE-TRADED FD
New
Shares674.8K
Event2026-06-30
Filed2026-07-28
COWZ
PACER FDS TR
New
Shares961.4K
Event2026-06-30
Filed2026-07-28
PPA
INVESCO EXCHANGE TRADED FD T
New
Shares336.8K
Event2026-06-30
Filed2026-07-28
TFLO
ISHARES TR
New
Shares1.2M
Event2026-06-30
Filed2026-07-28
DDWM
WISDOMTREE TR
New
Shares1.2M
Event2026-06-30
Filed2026-07-28
VTC
VANGUARD SCOTTSDALE FDS
New
Shares732.6K
Event2026-06-30
Filed2026-07-28
VB
VANGUARD INDEX FDS
New
Shares176.0K
Event2026-06-30
Filed2026-07-28
IAU
ISHARES GOLD TR
4.10%
Shares699.0K
Event2026-06-30
Filed2026-07-28
IYW
ISHARES TR
New
Shares206.7K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
2.02%
Shares63.2K
Event2026-06-30
Filed2026-07-28
GSLC
GOLDMAN SACHS ETF TR
15.68%
Shares324.0K
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-4.39%
Shares61.5K
Event2026-06-30
Filed2026-07-28
VWO
VANGUARD INTL EQUITY INDEX F
New
Shares760.8K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
5.01%
Shares136.6K
Event2026-06-30
Filed2026-07-28
QQQM
INVESCO EXCH TRADED FD TR II
2.24%
Shares144.8K
Event2026-06-30
Filed2026-07-28
USHY
ISHARES TR
New
Shares1.1M
Event2026-06-30
Filed2026-07-28
SPEM
SPDR INDEX SHS FDS
4.95%
Shares765.0K
Event2026-06-30
Filed2026-07-28
QQQ
INVESCO QQQ TR
6.23%
Shares51.7K
Event2026-06-30
Filed2026-07-28
BND
VANGUARD BD INDEX FDS
New
Shares518.1K
Event2026-06-30
Filed2026-07-28
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.80%
Shares102.6K
Event2026-06-30
Filed2026-07-28
SGOV
ISHARES TR
118.37%
Shares367.2K
Event2026-06-30
Filed2026-07-28
VEA
VANGUARD TAX-MANAGED FDS
3.63%
Shares500.3K
Event2026-06-30
Filed2026-07-28
GOOG
ALPHABET INC
1.45%
Shares106.1K
Event2026-06-30
Filed2026-07-28
CGDV
CAPITAL GROUP DIVIDEND VALUE
New
Shares720.9K
Event2026-06-30
Filed2026-07-28
RWL
INVESCO EXCH TRADED FD TR II
5.73%
Shares248.1K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
META PLATFORMS INC
7.24%
Shares54.1K
Event2026-06-30
Filed2026-07-28
TSLA
TESLA INC
-0.47%
Shares69.2K
Event2026-06-30
Filed2026-07-28
XLK
SELECT SECTOR SPDR TR
-1.70%
Shares152.1K
Event2026-06-30
Filed2026-07-28
BUFD
FIRST TR EXCHNG TRADED FD VI
New
Shares931.8K
Event2026-06-30
Filed2026-07-28
WMT
WALMART INC
1.72%
Shares242.3K
Event2026-06-30
Filed2026-07-28
LLY
ELI LILLY & CO
7.14%
Shares21.8K
Event2026-06-30
Filed2026-07-28
EEM
ISHARES TR
2.12%
Shares376.8K
Event2026-06-30
Filed2026-07-28
WULF
TERAWULF INC
0.00%
Shares1.0M
Event2026-06-30
Filed2026-07-28
SHY
ISHARES TR
418.92%
Shares300.8K
Event2026-06-30
Filed2026-07-28
UPRO
PROSHARES TR
New
Shares164.6K
Event2026-06-30
Filed2026-07-28
CAT
CATERPILLAR INC
8.20%
Shares21.8K
Event2026-06-30
Filed2026-07-28
MUB
ISHARES TR
New
Shares214.6K
Event2026-06-30
Filed2026-07-28
JNJ
JOHNSON & JOHNSON
9.82%
Shares90.0K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
1.72%
Shares235.4K
Event2026-06-30
Filed2026-07-28
BALT
INNOVATOR ETFS TRUST
45.42%
Shares651.9K
Event2026-06-30
Filed2026-07-28
ABBVIE INC
ABBVIE INC
21.37%
Shares87.9K
Event2026-06-30
Filed2026-07-28
SCHD
SCHWAB STRATEGIC TR
0.38%
Shares692.8K
Event2026-06-30
Filed2026-07-28
AVIG
AMERICAN CENTY ETF TR
New
Shares526.1K
Event2026-06-30
Filed2026-07-28
APPLIED MATLS INC
APPLIED MATLS INC
New
Shares29.3K
Event2026-06-30
Filed2026-07-28
VISA INC
VISA INC
12.63%
Shares60.4K
Event2026-06-30
Filed2026-07-28
AMD
ADVANCED MICRO DEVICES INC
-21.90%
Shares34.8K
Event2026-06-30
Filed2026-07-28
IEI
ISHARES TR
347.84%
Shares168.0K
Event2026-06-30
Filed2026-07-28
EFA
ISHARES TR
New
Shares189.9K
Event2026-06-30
Filed2026-07-28
CISCO SYS INC
CISCO SYS INC
-8.85%
Shares167.8K
Event2026-06-30
Filed2026-07-28
BRK.B
BERKSHIRE HATHAWAY INC DEL
-6.82%
Shares39.2K
Event2026-06-30
Filed2026-07-28
NEAR
ISHARES U S ETF TR
21.28%
Shares373.4K
Event2026-06-30
Filed2026-07-28
NETFLIX INC.
NETFLIX INC.
1.52%
Shares264.1K
Event2026-06-30
Filed2026-07-28
IEMG
ISHARES INC
New
Shares220.5K
Event2026-06-30
Filed2026-07-28
VGT
VANGUARD WORLD FD
692.50%
Shares152.1K
Event2026-06-30
Filed2026-07-28
HD
HOME DEPOT INC
14.28%
Shares50.6K
Event2026-06-30
Filed2026-07-28
AVUS
AMERICAN CENTY ETF TR
New
Shares138.9K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
EXXON MOBIL CORP
1.69%
Shares129.6K
Event2026-06-30
Filed2026-07-28
DFUS
DIMENSIONAL ETF TRUST
New
Shares214.1K
Event2026-06-30
Filed2026-07-28
EMXC
ISHARES INC
New
Shares169.4K
Event2026-06-30
Filed2026-07-28
JMST
J P MORGAN EXCHANGE TRADED F
-11.90%
Shares337.7K
Event2026-06-30
Filed2026-07-28
GLD
SPDR GOLD TR
-1.84%
Shares45.2K
Event2026-06-30
Filed2026-07-28
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-2.89%
Shares17.6K
Event2026-06-30
Filed2026-07-28
MS
MORGAN STANLEY
New
Shares77.8K
Event2026-06-30
Filed2026-07-28
MU
MICRON TECHNOLOGY INC
5.84%
Shares13.8K
Event2026-06-30
Filed2026-07-28
RSP
INVESCO EXCHANGE TRADED FD T
-8.87%
Shares72.0K
Event2026-06-30
Filed2026-07-28
VGSH
VANGUARD SCOTTSDALE FDS
-7.95%
Shares261.0K
Event2026-06-30
Filed2026-07-28
IWF
ISHARES TR
New
Shares121.9K
Event2026-06-30
Filed2026-07-28
IBM
INTERNATIONAL BUSINESS MACHS
17.83%
Shares52.2K
Event2026-06-30
Filed2026-07-28
KO
COCA COLA CO
7.18%
Shares180.1K
Event2026-06-30
Filed2026-07-28
CLOI
VANECK ETF TRUST
New
Shares272.5K
Event2026-06-30
Filed2026-07-28
MGK
VANGUARD WORLD FD
388.08%
Shares163.3K
Event2026-06-30
Filed2026-07-28
BAC
BANK OF AMER CORP
New
Shares251.4K
Event2026-06-30
Filed2026-07-28
CHCO
CITY HLDG CO
New
Shares106.7K
Event2026-06-30
Filed2026-07-28
IWR
ISHARES TR
New
Shares128.0K
Event2026-06-30
Filed2026-07-28
SPDR SERIES TRUST
SPDR SERIES TRUST
1.81%
Shares160.3K
Event2026-06-30
Filed2026-07-28
DFAS
DIMENSIONAL ETF TRUST
New
Shares166.9K
Event2026-06-30
Filed2026-07-28
RTX CORPORATION
RTX CORPORATION
14.10%
Shares71.8K
Event2026-06-30
Filed2026-07-28
HORIZON FDS
HORIZON FDS
New
Shares1.4M
Event2026-06-30
Filed2026-07-28
DFAI
DIMENSIONAL ETF TRUST
New
Shares328.0K
Event2026-06-30
Filed2026-07-28
VZ
VERIZON COMMUNICATIONS INC
82.35%
Shares319.4K
Event2026-06-30
Filed2026-07-28
SDVY
FIRST TR EXCHANGE TRADED FD
5.04%
Shares312.1K
Event2026-06-30
Filed2026-07-28
DFIV
DIMENSIONAL ETF TRUST
New
Shares247.4K
Event2026-06-30
Filed2026-07-28
TMO
THERMO FISHER SCIENTIFIC INC
New
Shares26.2K
Event2026-06-30
Filed2026-07-28
USFR
WISDOMTREE TR
New
Shares260.6K
Event2026-06-30
Filed2026-07-28
GS
GOLDMAN SACHS GROUP INC
-0.59%
Shares13.3K
Event2026-06-30
Filed2026-07-28
CVX
CHEVRON CORPORATION
5.97%
Shares77.6K
Event2026-06-30
Filed2026-07-28
PG
PROCTER & GAMBLE CO
4.56%
Shares87.7K
Event2026-06-30
Filed2026-07-28
APH
AMPHENOL CORP
14.19%
Shares72.6K
Event2026-06-30
Filed2026-07-28
SPMO
INVESCO EXCH TRADED FD TR II
-4.15%
Shares79.1K
Event2026-06-30
Filed2026-07-28
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
New
Shares16.1K
Event2026-06-30
Filed2026-07-28
VYM
VANGUARD WHITEHALL FDS
-0.81%
Shares76.8K
Event2026-06-30
Filed2026-07-28
SPYG
SPDR SERIES TRUST
11.81%
Shares102.0K
Event2026-06-30
Filed2026-07-28
DFAC
DIMENSIONAL ETF TRUST
New
Shares272.9K
Event2026-06-30
Filed2026-07-28
CMI
CUMMINS INC
1.58%
Shares16.9K
Event2026-06-30
Filed2026-07-28
WTV
WISDOMTREE TR
New
Shares116.8K
Event2026-06-30
Filed2026-07-28
VHT
VANGUARD WORLD FD
-1.35%
Shares39.5K
Event2026-06-30
Filed2026-07-28
LRCX
LAM RESEARCH CORP
0.64%
Shares27.0K
Event2026-06-30
Filed2026-07-28
MBB
ISHARES TR
16.72%
Shares123.8K
Event2026-06-30
Filed2026-07-28
LMBS
FIRST TR EXCHANGE-TRADED FD
New
Shares230.9K
Event2026-06-30
Filed2026-07-28
SCHX
SCHWAB STRATEGIC TR
122.74%
Shares377.8K
Event2026-06-30
Filed2026-07-28
JBND
J P MORGAN EXCHANGE TRADED F
-9.94%
Shares205.5K
Event2026-06-30
Filed2026-07-28
INTC
INTEL CORP
-11.89%
Shares77.4K
Event2026-06-30
Filed2026-07-28
UCON
FIRST TR EXCHNG TRADED FD VI
New
Shares428.4K
Event2026-06-30
Filed2026-07-28
APLU
ALLSPRING EXCHANGE TRADED FU
New
Shares421.8K
Event2026-06-30
Filed2026-07-28
FIXD
FIRST TR EXCHNG TRADED FD VI
New
Shares237.0K
Event2026-06-30
Filed2026-07-28
SPYV
SPDR SERIES TRUST
New
Shares169.8K
Event2026-06-30
Filed2026-07-28
VTV
VANGUARD INDEX FDS
New
Shares47.3K
Event2026-06-30
Filed2026-07-28
WCMI
FIRST TR EXCHANGE-TRADED FD
7.57%
Shares525.6K
Event2026-06-30
Filed2026-07-28
AVEM
AMERICAN CENTY ETF TR
New
Shares106.2K
Event2026-06-30
Filed2026-07-28
FTGC
FIRST TR EXCHANGE TRAD FD VI
New
Shares377.6K
Event2026-06-30
Filed2026-07-28
SH
PROSHARES TR
New
Shares309.3K
Event2026-06-30
Filed2026-07-28
BUG
GLOBAL X FDS
New
Shares265.8K
Event2026-06-30
Filed2026-07-28
TLT
ISHARES TR
4.76%
Shares117.3K
Event2026-06-30
Filed2026-07-28
CMF
ISHARES TR
New
Shares174.6K
Event2026-06-30
Filed2026-07-28
PEP
PEPSICO INC
6.35%
Shares73.9K
Event2026-06-30
Filed2026-07-28
LIN
LINDE PLC
0.41%
Shares19.1K
Event2026-06-30
Filed2026-07-28
COHR
COHERENT CORP
New
Shares24.7K
Event2026-06-30
Filed2026-07-28
DBMF
LITMAN GREGORY FDS TR
5.60%
Shares313.6K
Event2026-06-30
Filed2026-07-28
JPIE
J P MORGAN EXCHANGE TRADED F
10.67%
Shares206.2K
Event2026-06-30
Filed2026-07-28
ESGU
ISHARES TR
New
Shares57.1K
Event2026-06-30
Filed2026-07-28
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-0.34%
Shares104.4K
Event2026-06-30
Filed2026-07-28
XMMO
INVESCO EXCHANGE TRADED FD T
New
Shares53.7K
Event2026-06-30
Filed2026-07-28
IWY
ISHARES TR
New
Shares30.9K
Event2026-06-30
Filed2026-07-28
CARY
ANGEL OAK FUNDS TRUST
New
Shares430.9K
Event2026-06-30
Filed2026-07-28
FBND
FIDELITY MERRIMACK STR TR
-7.42%
Shares194.6K
Event2026-06-30
Filed2026-07-28
SMMU
PIMCO ETF TR
New
Shares172.0K
Event2026-06-30
Filed2026-07-28
ABT
ABBOTT LABORATORIES
-28.12%
Shares95.2K
Event2026-06-30
Filed2026-07-28
VXUS
VANGUARD STAR FDS
New
Shares100.5K
Event2026-06-30
Filed2026-07-28
HYMB
SPDR SERIES TRUST
New
Shares337.3K
Event2026-06-30
Filed2026-07-28
VCSH
VANGUARD SCOTTSDALE FDS
4.27%
Shares108.5K
Event2026-06-30
Filed2026-07-28
MMIT
NEW YORK LIFE INVTS ACTIVE E
New
Shares346.9K
Event2026-06-30
Filed2026-07-28
CGGR
CAPITAL GROUP GROWTH ETF
New
Shares177.7K
Event2026-06-30
Filed2026-07-28
RDVY
FIRST TR EXCHANGE TRADED FD
0.07%
Shares102.9K
Event2026-06-30
Filed2026-07-28
DUHP
DIMENSIONAL ETF TRUST
New
Shares195.3K
Event2026-06-30
Filed2026-07-28
JMHI
J P MORGAN EXCHANGE TRADED F
New
Shares160.4K
Event2026-06-30
Filed2026-07-28
GE
GE AEROSPACE
1.13%
Shares21.7K
Event2026-06-30
Filed2026-07-28
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-5.17%
Shares69.5K
Event2026-06-30
Filed2026-07-28
MRK
MERCK & CO INC
New
Shares62.8K
Event2026-06-30
Filed2026-07-28
VEU
VANGUARD INTL EQUITY INDEX F
New
Shares96.3K
Event2026-06-30
Filed2026-07-28
GLTR
ABRDN PRECIOUS METALS BASKET
-2.51%
Shares44.4K
Event2026-06-30
Filed2026-07-28
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
5.48%
Shares15.6K
Event2026-06-30
Filed2026-07-28
VTEB
VANGUARD MUN BD FDS
New
Shares158.4K
Event2026-06-30
Filed2026-07-28
ORACLE CORP
ORACLE CORP
New
Shares53.5K
Event2026-06-30
Filed2026-07-28
AVUV
AMERICAN CENTY ETF TR
New
Shares62.8K
Event2026-06-30
Filed2026-07-28
IWM
ISHARES TR
New
Shares26.0K
Event2026-06-30
Filed2026-07-28
PDT
HANCOCK JOHN PREM DIVID FD
New
Shares602.1K
Event2026-06-30
Filed2026-07-28
DIS
DISNEY WALT CO
6.53%
Shares79.9K
Event2026-06-30
Filed2026-07-28
SCHF
SCHWAB STRATEGIC TR
New
Shares276.9K
Event2026-06-30
Filed2026-07-28
ETN
EATON CORP PLC
-2.22%
Shares18.0K
Event2026-06-30
Filed2026-07-28
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-4.00%
Shares16.0K
Event2026-06-30
Filed2026-07-28
JEPI
J P MORGAN EXCHANGE TRADED F
-8.91%
Shares134.8K
Event2026-06-30
Filed2026-07-28
C
CITIGROUP INC
33.01%
Shares54.4K
Event2026-06-30
Filed2026-07-28
BOND
PIMCO ETF TR
5.27%
Shares82.0K
Event2026-06-30
Filed2026-07-28
GTO
INVESCO ACTIVELY MANAGED EXC
New
Shares161.2K
Event2026-06-30
Filed2026-07-28
GEV
GE VERNOVA INC
-8.36%
Shares6.4K
Event2026-06-30
Filed2026-07-28
PTY
PIMCO CORPORATE & INCOME OPP
New
Shares624.7K
Event2026-06-30
Filed2026-07-28
SJNK
SPDR SERIES TRUST
2764.18%
Shares299.0K
Event2026-06-30
Filed2026-07-28
AVLV
AMERICAN CENTY ETF TR
New
Shares81.7K
Event2026-06-30
Filed2026-07-28
VRT
VERTIV HOLDINGS CO
New
Shares22.2K
Event2026-06-30
Filed2026-07-28
LQD
ISHARES TR
New
Shares67.8K
Event2026-06-30
Filed2026-07-28
VIOO
VANGUARD ADMIRAL FDS INC
New
Shares52.3K
Event2026-06-30
Filed2026-07-28
IGSB
ISHARES TR
3.10%
Shares135.7K
Event2026-06-30
Filed2026-07-28
JIRE
J P MORGAN EXCHANGE TRADED F
17.57%
Shares83.4K
Event2026-06-30
Filed2026-07-28
LUMENTUM HLDGS INC
LUMENTUM HLDGS INC
New
Shares8.0K
Event2026-06-30
Filed2026-07-28
XLC
SELECT SECTOR SPDR TR
New
Shares63.7K
Event2026-06-30
Filed2026-07-28
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
New
Shares46.6K
Event2026-06-30
Filed2026-07-28
DFAT
DIMENSIONAL ETF TRUST
New
Shares96.1K
Event2026-06-30
Filed2026-07-28
EVR
EVERCORE INC
-4.03%
Shares19.5K
Event2026-06-30
Filed2026-07-28
AVDE
AMERICAN CENTY ETF TR
New
Shares74.5K
Event2026-06-30
Filed2026-07-28
ASML
ASML HLDG NV
-14.47%
Shares3.3K
Event2026-06-30
Filed2026-07-28
CFG
CITIZENS FINL GROUP INC
New
Shares92.5K
Event2026-06-30
Filed2026-07-28
VUG
VANGUARD INDEX FDS
New
Shares74.6K
Event2026-06-30
Filed2026-07-28
JMUB
J P MORGAN EXCHANGE TRADED F
New
Shares126.0K
Event2026-06-30
Filed2026-07-28
AEP
AMERICAN ELEC PWR CO INC
7.14%
Shares46.1K
Event2026-06-30
Filed2026-07-28
ZALT
INNOVATOR ETFS TRUST
871.89%
Shares175.8K
Event2026-06-30
Filed2026-07-28
PSP
INVESCO EXCHANGE TRADED FD T
New
Shares104.9K
Event2026-06-30
Filed2026-07-28
EAGG
ISHARES TR
-0.95%
Shares123.0K
Event2026-06-30
Filed2026-07-28
SPTL
SPDR SERIES TRUST
8.41%
Shares221.6K
Event2026-06-30
Filed2026-07-28
DE
DEERE & CO
18.32%
Shares9.2K
Event2026-06-30
Filed2026-07-28
DG
DOLLAR GEN CORP
New
Shares50.3K
Event2026-06-30
Filed2026-07-28
MCD
MCDONALDS CORP
-4.46%
Shares21.4K
Event2026-06-30
Filed2026-07-28
ESGV
VANGUARD WORLD FD
New
Shares43.5K
Event2026-06-30
Filed2026-07-28
SCHB
SCHWAB STRATEGIC TR
New
Shares196.5K
Event2026-06-30
Filed2026-07-28
EMR
EMERSON ELEC CO
New
Shares39.2K
Event2026-06-30
Filed2026-07-28
ROP
ROPER TECHNOLOGIES INC
New
Shares16.5K
Event2026-06-30
Filed2026-07-28
DHDG
FIRST TR EXCHNG TRADED FD VI
5.76%
Shares152.1K
Event2026-06-30
Filed2026-07-28
VT
VANGUARD INTL EQUITY INDEX F
New
Shares35.2K
Event2026-06-30
Filed2026-07-28
LOW
LOWES COS INC
New
Shares25.0K
Event2026-06-30
Filed2026-07-28
AIRR
FIRST TR EXCHANGE TRADED FD
5.95%
Shares41.2K
Event2026-06-30
Filed2026-07-28
HEDG
SERIES PORTFOLIOS TR
New
Shares181.3K
Event2026-06-30
Filed2026-07-28
CHRW
C H ROBINSON WORLDWIDE IN
New
Shares28.7K
Event2026-06-30
Filed2026-07-28
GRPM
INVESCO EXCHANGE TRADED FD T
12.54%
Shares41.2K
Event2026-06-30
Filed2026-07-28
XLY
SELECT SECTOR SPDR TR
New
Shares45.4K
Event2026-06-30
Filed2026-07-28
AMGN
AMGEN INC
-9.20%
Shares14.7K
Event2026-06-30
Filed2026-07-28
PXH
INVESCO EXCH TRADED FD TR II
New
Shares188.5K
Event2026-06-30
Filed2026-07-28
BRK.A
BERKSHIRE HATHAWAY INC DEL
New
Shares7
Event2026-06-30
Filed2026-07-28
ADI
ANALOG DEVICES INC
New
Shares13.1K
Event2026-06-30
Filed2026-07-28
QCOM
QUALCOMM INC
-35.49%
Shares28.1K
Event2026-06-30
Filed2026-07-28
XLV
SELECT SECTOR SPDR TR
-5.28%
Shares32.7K
Event2026-06-30
Filed2026-07-28
QQEW
FIRST TR EXCHANGE-TRADED FD
New
Shares32.4K
Event2026-06-30
Filed2026-07-28
IBIT
ISHARES BITCOIN TRUST ETF
-0.08%
Shares154.3K
Event2026-06-30
Filed2026-07-28
IXUS
ISHARES TR
New
Shares53.4K
Event2026-06-30
Filed2026-07-28
HGER
HARBOR ETF TRUST
28.88%
Shares173.7K
Event2026-06-30
Filed2026-07-28
VCRB
VANGUARD MALVERN FDS
New
Shares65.9K
Event2026-06-30
Filed2026-07-28
HTAB
HARTFORD FDS EXCHANGE TRADED
New
Shares264.6K
Event2026-06-30
Filed2026-07-28
HWM
HOWMET AEROSPACE INC
0.28%
Shares18.8K
Event2026-06-30
Filed2026-07-28
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
49.19%
Shares40.4K
Event2026-06-30
Filed2026-07-28
RAAX
VANECK ETF TRUST
New
Shares126.2K
Event2026-06-30
Filed2026-07-28
SCHZ
SCHWAB STRATEGIC TR
New
Shares215.6K
Event2026-06-30
Filed2026-07-28
HYGH
ISHARES U S ETF TR
New
Shares57.4K
Event2026-06-30
Filed2026-07-28
CSX
CSX CORP
11.74%
Shares104.6K
Event2026-06-30
Filed2026-07-28
PM
PHILIP MORRIS INTL INC
21.72%
Shares27.3K
Event2026-06-30
Filed2026-07-28
VIG
VANGUARD SPECIALIZED FUNDS
-5.30%
Shares20.7K
Event2026-06-30
Filed2026-07-28
PFE
PFIZER INC
5.13%
Shares202.9K
Event2026-06-30
Filed2026-07-28
CMCSA
COMCAST CORP NEW
40.53%
Shares198.7K
Event2026-06-30
Filed2026-07-28
ARK ETF TR
ARK ETF TR
-23.33%
Shares60.3K
Event2026-06-30
Filed2026-07-28
DSTL
ETF SER SOLUTIONS
New
Shares80.8K
Event2026-06-30
Filed2026-07-28
LDSF
FIRST TR EXCHNG TRADED FD VI
New
Shares255.6K
Event2026-06-30
Filed2026-07-28
HEFA
ISHARES TR
New
Shares102.5K
Event2026-06-30
Filed2026-07-28
WFC
WELLS FARGO & CO
-7.45%
Shares57.9K
Event2026-06-30
Filed2026-07-28
CTAS
CINTAS CORP
New
Shares27.9K
Event2026-06-30
Filed2026-07-28
UNP
UNION PAC CORP
-9.04%
Shares17.4K
Event2026-06-30
Filed2026-07-28
SLV
ISHARES SILVER TR
-9.85%
Shares88.1K
Event2026-06-30
Filed2026-07-28
ITM
VANECK ETF TRUST
8.84%
Shares99.4K
Event2026-06-30
Filed2026-07-28
CAH
CARDINAL HEALTH INC
4.78%
Shares19.4K
Event2026-06-30
Filed2026-07-28
TXN
TEXAS INSTRS INC
-11.26%
Shares15.3K
Event2026-06-30
Filed2026-07-28
DELL
DELL TECHNOLOGIES INC
18.30%
Shares10.5K
Event2026-06-30
Filed2026-07-28
XLF
SELECT SECTOR SPDR TR
22.87%
Shares83.6K
Event2026-06-30
Filed2026-07-28
SNPS
SYNOPSYS INC
New
Shares10.0K
Event2026-06-30
Filed2026-07-28
BA
BOEING CO
1.59%
Shares20.6K
Event2026-06-30
Filed2026-07-28
IWD
ISHARES TR
New
Shares18.0K
Event2026-06-30
Filed2026-07-28
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-20.73%
Shares10.5K
Event2026-06-30
Filed2026-07-28
XLE
SELECT SECTOR SPDR TR
-5.50%
Shares80.7K
Event2026-06-30
Filed2026-07-28
TJX
TJX COS INC NEW
New
Shares28.2K
Event2026-06-30
Filed2026-07-28
XLP
SELECT SECTOR SPDR TR
0.22%
Shares51.3K
Event2026-06-30
Filed2026-07-28
BLK
BLACKROCK INC
12.81%
Shares4.4K
Event2026-06-30
Filed2026-07-28
FLXR
TCW ETF TRUST
1.81%
Shares107.8K
Event2026-06-30
Filed2026-07-28
IVOO
VANGUARD ADMIRAL FDS INC
New
Shares32.3K
Event2026-06-30
Filed2026-07-28
HUBB
HUBBELL INC
New
Shares8.0K
Event2026-06-30
Filed2026-07-28
DFAX
DIMENSIONAL ETF TRUST
New
Shares112.3K
Event2026-06-30
Filed2026-07-28
CL
COLGATE PALMOLIVE CO
6.73%
Shares44.8K
Event2026-06-30
Filed2026-07-28
LMT
LOCKHEED MARTIN CORP
-4.80%
Shares8.0K
Event2026-06-30
Filed2026-07-28
ABNB
AIRBNB INC
New
Shares28.5K
Event2026-06-30
Filed2026-07-28
AVES
AMERICAN CENTY ETF TR
New
Shares61.5K
Event2026-06-30
Filed2026-07-28
ALL
ALLSTATE CORP
New
Shares16.8K
Event2026-06-30
Filed2026-07-28
XLI
SELECT SECTOR SPDR TR
-1.96%
Shares21.6K
Event2026-06-30
Filed2026-07-28
TFC
TRUIST FINL CORP
New
Shares80.1K
Event2026-06-30
Filed2026-07-28
NSC
NORFOLK SOUTHN CORP
New
Shares12.6K
Event2026-06-30
Filed2026-07-28
CGXU
CAPITAL GROUP INTL FOCUS EQT
New
Shares114.3K
Event2026-06-30
Filed2026-07-28
XLSR
SSGA ACTIVE TR
-16.54%
Shares60.0K
Event2026-06-30
Filed2026-07-28
FLOT
ISHARES TR
9.14%
Shares75.8K
Event2026-06-30
Filed2026-07-28
ISRG
INTUITIVE SURGICAL INC
New
Shares9.7K
Event2026-06-30
Filed2026-07-28
IHI
ISHARES TR
New
Shares78.0K
Event2026-06-30
Filed2026-07-28
VNQ
VANGUARD INDEX FDS
-1.92%
Shares39.9K
Event2026-06-30
Filed2026-07-28
VCIT
VANGUARD SCOTTSDALE FDS
10.50%
Shares46.5K
Event2026-06-30
Filed2026-07-28
UBSI
UNITED BANKSHARES INC WEST V
New
Shares83.6K
Event2026-06-30
Filed2026-07-28
QAI
NEW YORK LIFE INVESTMENTS ET
New
Shares104.0K
Event2026-06-30
Filed2026-07-28
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
-16.95%
Shares61.5K
Event2026-06-30
Filed2026-07-28
VCR
VANGUARD WORLD FD
-1.81%
Shares9.5K
Event2026-06-30
Filed2026-07-28
SITM
SITIME CORP
New
Shares5.1K
Event2026-06-30
Filed2026-07-28
ESGD
ISHARES TR
-6.45%
Shares36.5K
Event2026-06-30
Filed2026-07-28
MAR
MARRIOTT INTL INC NEW
New
Shares10.1K
Event2026-06-30
Filed2026-07-28
DFAU
DIMENSIONAL ETF TRUST
New
Shares71.9K
Event2026-06-30
Filed2026-07-28
BMY
BRISTOL-MYERS SQUIBB CO
New
Shares64.1K
Event2026-06-30
Filed2026-07-28
SYSB
ISHARES TR
New
Shares41.4K
Event2026-06-30
Filed2026-07-28
DUK
DUKE ENERGY CORP NEW
-9.24%
Shares29.0K
Event2026-06-30
Filed2026-07-28
MOAT
VANECK ETF TRUST
-24.11%
Shares35.2K
Event2026-06-30
Filed2026-07-28
FLEX
FLEX LTD
New
Shares22.6K
Event2026-06-30
Filed2026-07-28
SPXU
PROSHARES TR
New
Shares64.3K
Event2026-06-30
Filed2026-07-28
DHR
DANAHER CORP DEL
New
Shares19.2K
Event2026-06-30
Filed2026-07-28
HYLS
FIRST TR EXCHANGE-TRADED FD
New
Shares89.8K
Event2026-06-30
Filed2026-07-28
TCAF
T ROWE PRICE EXCHANGE-TRADED
12.09%
Shares87.8K
Event2026-06-30
Filed2026-07-28
ONEQ
FIDELITY COMWLTH TR
-13.94%
Shares34.8K
Event2026-06-30
Filed2026-07-28
COP
CONOCOPHILLIPS
New
Shares34.3K
Event2026-06-30
Filed2026-07-28
DY
DYCOM INDS INC
New
Shares7.0K
Event2026-06-30
Filed2026-07-28
BINC
BLACKROCK ETF TRUST II
-10.44%
Shares67.2K
Event2026-06-30
Filed2026-07-28
KLAC
KLA CORP
1071.83%
Shares11.6K
Event2026-06-30
Filed2026-07-28
EOG
EOG RES INC
New
Shares27.1K
Event2026-06-30
Filed2026-07-28
UBER
UBER TECHNOLOGIES INC
New
Shares48.2K
Event2026-06-30
Filed2026-07-28
DYN
DYNE THERAPEUTICS INC
New
Shares155.3K
Event2026-06-30
Filed2026-07-28
ZECP
ZACKS TRUST
New
Shares91.4K
Event2026-06-30
Filed2026-07-28
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares22.0K
Event2026-06-30
Filed2026-07-28
HEI
HEICO CORP NEW
New
Shares9.7K
Event2026-06-30
Filed2026-07-28
FDHY
FIDELITY COVINGTON TRUST
-0.29%
Shares69.8K
Event2026-06-30
Filed2026-07-28
MMC
MARSH & MCLENNAN COS INC
New
Shares20.5K
Event2026-06-30
Filed2026-07-28
DFEM
DIMENSIONAL ETF TRUST
New
Shares84.2K
Event2026-06-30
Filed2026-07-28
BK
BANK OF NY MELLON CORP
-1.64%
Shares23.4K
Event2026-06-30
Filed2026-07-28
JMEE
J P MORGAN EXCHANGE TRADED F
New
Shares43.4K
Event2026-06-30
Filed2026-07-28
NOBL
PROSHARES TR
98.43%
Shares60.3K
Event2026-06-30
Filed2026-07-28
WDAY
WORKDAY INC
New
Shares27.7K
Event2026-06-30
Filed2026-07-28
WASTE MGMT INC DEL
WASTE MGMT INC DEL
1.63%
Shares14.9K
Event2026-06-30
Filed2026-07-28
IYR
ISHARES TR
7.64%
Shares32.4K
Event2026-06-30
Filed2026-07-28
MINT
PIMCO ETF TR
23.25%
Shares32.2K
Event2026-06-30
Filed2026-07-28
VANECK ETF TRUST
VANECK ETF TRUST
New
Shares43.0K
Event2026-06-30
Filed2026-07-28
TEL
TE CONNECTIVITY PLC
New
Shares16.0K
Event2026-06-30
Filed2026-07-28
ITW
ILLINOIS TOOL WKS INC
New
Shares11.8K
Event2026-06-30
Filed2026-07-28
INTU
INTUIT
New
Shares12.2K
Event2026-06-30
Filed2026-07-28
DGRO
ISHARES TR
12.17%
Shares41.9K
Event2026-06-30
Filed2026-07-28
GD
GENERAL DYNAMICS CORP
New
Shares8.9K
Event2026-06-30
Filed2026-07-28
NDSN
NORDSON CORP
New
Shares10.4K
Event2026-06-30
Filed2026-07-28
FTCS
FIRST TR EXCHANGE-TRADED FD
New
Shares33.4K
Event2026-06-30
Filed2026-07-28
SCHG
SCHWAB STRATEGIC TR
10.74%
Shares92.4K
Event2026-06-30
Filed2026-07-28
QDPL
PACER FDS TR
New
Shares69.3K
Event2026-06-30
Filed2026-07-28
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares13.8K
Event2026-06-30
Filed2026-07-28
BE
BLOOM ENERGY CORP
New
Shares10.2K
Event2026-06-30
Filed2026-07-28
SPYX
SPDR SERIES TRUST
New
Shares48.8K
Event2026-06-30
Filed2026-07-28
SNEX
STONEX GROUP INC
New
Shares25.1K
Event2026-06-30
Filed2026-07-28
GWW
WW GRAINGER INC
New
Shares2.2K
Event2026-06-30
Filed2026-07-28
BUFF
INNOVATOR ETFS TRUST
New
Shares55.9K
Event2026-06-30
Filed2026-07-28
AVSF
AMERICAN CENTY ETF TR
New
Shares63.2K
Event2026-06-30
Filed2026-07-28
FISR
SSGA ACTIVE TR
-35.93%
Shares114.4K
Event2026-06-30
Filed2026-07-28
ACYN
FIRST TR EXCHANGE-TRADED FD
New
Shares140.4K
Event2026-06-30
Filed2026-07-28
DVY
ISHARES TR
New
Shares18.4K
Event2026-06-30
Filed2026-07-28
QUANTA SVCS INC
QUANTA SVCS INC
38.86%
Shares4.0K
Event2026-06-30
Filed2026-07-28
QUAL
ISHARES TR
-38.04%
Shares12.9K
Event2026-06-30
Filed2026-07-28
KNRG
SIMPLIFY EXCHANGE TRADED FUN
New
Shares108.4K
Event2026-06-30
Filed2026-07-28
USMV
ISHARES TR
New
Shares28.8K
Event2026-06-30
Filed2026-07-28
HFND
TIDAL TRUST I
New
Shares113.2K
Event2026-06-30
Filed2026-07-28
MEAR
ISHARES U S ETF TR
New
Shares55.0K
Event2026-06-30
Filed2026-07-28
IOT
SAMSARA INC
New
Shares85.3K
Event2026-06-30
Filed2026-07-28
TDVG
T ROWE PRICE EXCHANGE-TRADED
-5.14%
Shares56.1K
Event2026-06-30
Filed2026-07-28
AAAU
GOLDMAN SACHS PHYSICAL GOLD
New
Shares69.2K
Event2026-06-30
Filed2026-07-28
JBL
JABIL INC
New
Shares7.1K
Event2026-06-30
Filed2026-07-28
T
AT&T INC
-9.83%
Shares129.3K
Event2026-06-30
Filed2026-07-28
SPDN
DIREXION SHARES ETF TRUST
38.52%
Shares304.3K
Event2026-06-30
Filed2026-07-28
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares11.8K
Event2026-06-30
Filed2026-07-28
SNDK
SANDISK CORP
38.14%
Shares1.1K
Event2026-06-30
Filed2026-07-28
CGGO
CAPITAL GROUP GBL GROWTH EQT
-8.65%
Shares61.3K
Event2026-06-30
Filed2026-07-28
SDY
SPDR SERIES TRUST
0.52%
Shares17.0K
Event2026-06-30
Filed2026-07-28
ET
ENERGY TRANSFER L P
New
Shares134.7K
Event2026-06-30
Filed2026-07-28
AXP
AMERICAN EXPRESS CO
New
Shares7.6K
Event2026-06-30
Filed2026-07-28
TOTL
SSGA ACTIVE ETF TR
-3.81%
Shares65.1K
Event2026-06-30
Filed2026-07-28
MORN
MORNINGSTAR INC
New
Shares16.5K
Event2026-06-30
Filed2026-07-28
ITA
ISHARES TR
New
Shares10.6K
Event2026-06-30
Filed2026-07-28
NUE
NUCOR CORP
-2.09%
Shares11.4K
Event2026-06-30
Filed2026-07-28
MDLZ
MONDELEZ INTL INC
New
Shares43.3K
Event2026-06-30
Filed2026-07-28
AVMU
AMERICAN CENTY ETF TR
New
Shares53.6K
Event2026-06-30
Filed2026-07-28
FEGE
RBB FUND TRUST
14.98%
Shares50.4K
Event2026-06-30
Filed2026-07-28
ANET
ARISTA NETWORKS INC
29.57%
Shares14.2K
Event2026-06-30
Filed2026-07-28
FVD
FIRST TR EXCHANGE-TRADED FD
New
Shares49.8K
Event2026-06-30
Filed2026-07-28
PANW
PALO ALTO NETWORKS INC
-11.06%
Shares7.0K
Event2026-06-30
Filed2026-07-28
MET
METLIFE INC
3.33%
Shares28.2K
Event2026-06-30
Filed2026-07-28
HDV
ISHARES TR
392.48%
Shares86.9K
Event2026-06-30
Filed2026-07-28
SYK
STRYKER CORPORATION
New
Shares7.5K
Event2026-06-30
Filed2026-07-28
FCNCA
FIRST CTZNS BANCSHARES INC D
New
Shares1.1K
Event2026-06-30
Filed2026-07-28
DOW
DOW HLDGS INC
New
Shares86.4K
Event2026-06-30
Filed2026-07-28
SCHA
SCHWAB STRATEGIC TR
New
Shares65.3K
Event2026-06-30
Filed2026-07-28
ADP
AUTOMATIC DATA PROCESSING IN
-71.49%
Shares10.5K
Event2026-06-30
Filed2026-07-28
OKE
ONEOK INC NEW
39.08%
Shares26.9K
Event2026-06-30
Filed2026-07-28
PSX
PHILLIPS 66
-4.88%
Shares13.6K
Event2026-06-30
Filed2026-07-28
MO
ALTRIA GROUP INC
5.41%
Shares31.4K
Event2026-06-30
Filed2026-07-28
MPC
MARATHON PETE CORP
4.13%
Shares8.8K
Event2026-06-30
Filed2026-07-28
IWB
ISHARES TR
New
Shares5.5K
Event2026-06-30
Filed2026-07-28
CENTERPOINT ENERGY INC
CENTERPOINT ENERGY INC
New
Shares51.0K
Event2026-06-30
Filed2026-07-28
RL
RALPH LAUREN CORP
New
Shares5.6K
Event2026-06-30
Filed2026-07-28
PVAL
PUTNAM ETF TRUST
New
Shares43.8K
Event2026-06-30
Filed2026-07-28
Q
QNITY ELECTRONICS INC
New
Shares13.5K
Event2026-06-30
Filed2026-07-28
PKB
INVESCO EXCHANGE TRADED FD T
New
Shares19.7K
Event2026-06-30
Filed2026-07-28
ROK
ROCKWELL AUTOMATION INC
New
Shares4.5K
Event2026-06-30
Filed2026-07-28
ITOT
ISHARES TR
New
Shares13.3K
Event2026-06-30
Filed2026-07-28
AON
AON PLC
New
Shares6.6K
Event2026-06-30
Filed2026-07-28
HOOD
ROBINHOOD MKTS INC
30.64%
Shares21.6K
Event2026-06-30
Filed2026-07-28
NBIS
NEBIUS GROUP N.V.
New
Shares7.9K
Event2026-06-30
Filed2026-07-28
ITB
ISHARES TR
New
Shares20.4K
Event2026-06-30
Filed2026-07-28
LHX
L3HARRIS TECHNOLOGIES INC
-14.46%
Shares7.3K
Event2026-06-30
Filed2026-07-28
FVAL
FIDELITY COVINGTON TRUST
New
Shares27.1K
Event2026-06-30
Filed2026-07-28
SPSM
SPDR SERIES TRUST
-6.31%
Shares36.0K
Event2026-06-30
Filed2026-07-28
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
-3.43%
Shares45.7K
Event2026-06-30
Filed2026-07-28
MUNI
PIMCO ETF TR
-10.07%
Shares39.3K
Event2026-06-30
Filed2026-07-28
ORLY
OREILLY AUTOMOTIVE INC
New
Shares22.3K
Event2026-06-30
Filed2026-07-28
MDY
STATE STR SPDR S&P MIDCAP 40
New
Shares2.9K
Event2026-06-30
Filed2026-07-28
WMB
WILLIAMS COS INC
-3.07%
Shares27.2K
Event2026-06-30
Filed2026-07-28
CORTEVA INC
CORTEVA INC
New
Shares23.6K
Event2026-06-30
Filed2026-07-28
AIQ
GLOBAL X FDS
0.74%
Shares30.3K
Event2026-06-30
Filed2026-07-28
AVRE
AMERICAN CENTY ETF TR
New
Shares42.0K
Event2026-06-30
Filed2026-07-28
DOMINION ENERGY INC
DOMINION ENERGY INC
New
Shares28.8K
Event2026-06-30
Filed2026-07-28
HELO
J P MORGAN EXCHANGE TRADED F
New
Shares29.1K
Event2026-06-30
Filed2026-07-28
GBIL
GOLDMAN SACHS ETF TR
-34.19%
Shares19.5K
Event2026-06-30
Filed2026-07-28
XME
SPDR SERIES TRUST
New
Shares18.0K
Event2026-06-30
Filed2026-07-28
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
New
Shares16.2K
Event2026-06-30
Filed2026-07-28
PNC
PNC FINL SVCS GROUP INC
-24.22%
Shares7.7K
Event2026-06-30
Filed2026-07-28
DFIS
DIMENSIONAL ETF TRUST
New
Shares54.2K
Event2026-06-30
Filed2026-07-28
ADSK
AUTODESK INC
New
Shares9.7K
Event2026-06-30
Filed2026-07-28
NEM
NEWMONT CORP
-14.46%
Shares19.8K
Event2026-06-30
Filed2026-07-28
PH
PARKER-HANNIFIN CORP
New
Shares1.9K
Event2026-06-30
Filed2026-07-28
VBK
VANGUARD INDEX FDS
New
Shares4.9K
Event2026-06-30
Filed2026-07-28
ALPS ETF TR
ALPS ETF TR
3.33%
Shares34.5K
Event2026-06-30
Filed2026-07-28
GLOF
ISHARES TR
New
Shares30.4K
Event2026-06-30
Filed2026-07-28
INMD
INMODE LTD
New
Shares122.2K
Event2026-06-30
Filed2026-07-28
UPS
UNITED PARCEL SVCS INC
91.52%
Shares16.5K
Event2026-06-30
Filed2026-07-28
RPM
RPM INTL INC
New
Shares15.9K
Event2026-06-30
Filed2026-07-28
WGMI
VALKYRIE ETF TRUST II
New
Shares28.0K
Event2026-06-30
Filed2026-07-28
KMI
KINDER MORGAN INC DEL
-9.91%
Shares55.2K
Event2026-06-30
Filed2026-07-28
GLW
CORNING INC
New
Shares6.9K
Event2026-06-30
Filed2026-07-28
EME
EMCOR GROUP INC
10.23%
Shares2.1K
Event2026-06-30
Filed2026-07-28
SPTM
SPDR SERIES TRUST
New
Shares19.3K
Event2026-06-30
Filed2026-07-28
TGT
TARGET CORP
43.27%
Shares13.4K
Event2026-06-30
Filed2026-07-28
IMCG
ISHARES TR
New
Shares17.6K
Event2026-06-30
Filed2026-07-28
ENB
ENBRIDGE INC
3.37%
Shares31.4K
Event2026-06-30
Filed2026-07-28
QUIZ
ZACKS TRUST
New
Shares58.1K
Event2026-06-30
Filed2026-07-28
NVS
NOVARTIS AG
15.38%
Shares10.7K
Event2026-06-30
Filed2026-07-28
BOXX
EA SERIES TRUST
New
Shares14.4K
Event2026-06-30
Filed2026-07-28
AMBQ
AMBIQ MICRO INC
New
Shares18.9K
Event2026-06-30
Filed2026-07-28
SCHE
SCHWAB STRATEGIC TR
52.12%
Shares45.9K
Event2026-06-30
Filed2026-07-28
USB
US BANCORP
New
Shares27.5K
Event2026-06-30
Filed2026-07-28
MKL
MARKEL GROUP INC
New
Shares849
Event2026-06-30
Filed2026-07-28
ACWX
ISHARES TR
New
Shares21.7K
Event2026-06-30
Filed2026-07-28
DAL
DELTA AIR LINES INC
New
Shares17.6K
Event2026-06-30
Filed2026-07-28
KKR
KKR & CO INC
New
Shares17.8K
Event2026-06-30
Filed2026-07-28
SOUTHERN CO
SOUTHERN CO
New
Shares17.0K
Event2026-06-30
Filed2026-07-28
WAB
WABTEC
New
Shares5.9K
Event2026-06-30
Filed2026-07-28
CTA
SIMPLIFY EXCHANGE TRADED FUN
New
Shares61.2K
Event2026-06-30
Filed2026-07-28
MEDTRONIC PLC
MEDTRONIC PLC
14.48%
Shares20.1K
Event2026-06-30
Filed2026-07-28
JNK
SPDR SERIES TRUST
155.19%
Shares16.3K
Event2026-06-30
Filed2026-07-28
VLUE
ISHARES TR
97.22%
Shares7.9K
Event2026-06-30
Filed2026-07-28
ESML
ISHARES TR
New
Shares28.0K
Event2026-06-30
Filed2026-07-28
GILD
GILEAD SCIENCES INC
-7.37%
Shares12.3K
Event2026-06-30
Filed2026-07-28
OEF
ISHARES TR
New
Shares4.2K
Event2026-06-30
Filed2026-07-28
CHUBB LIMITED
CHUBB LIMITED
New
Shares4.5K
Event2026-06-30
Filed2026-07-28
COR
CENCORA INC
New
Shares5.3K
Event2026-06-30
Filed2026-07-28
SLB
SLB LIMITED
0.31%
Shares32.4K
Event2026-06-30
Filed2026-07-28
IVW
ISHARES TR
-29.21%
Shares10.8K
Event2026-06-30
Filed2026-07-28
SPHD
INVESCO EXCH TRADED FD TR II
New
Shares28.9K
Event2026-06-30
Filed2026-07-28
XNTK
SPDR SERIES TRUST
New
Shares3.8K
Event2026-06-30
Filed2026-07-28
DOV
DOVER CORP
New
Shares6.5K
Event2026-06-30
Filed2026-07-28
IGF
ISHARES TR
New
Shares21.9K
Event2026-06-30
Filed2026-07-28
VOX
VANGUARD WORLD FD
29.58%
Shares7.8K
Event2026-06-30
Filed2026-07-28
PRU
PRUDENTIAL FINL INC
-2.28%
Shares13.3K
Event2026-06-30
Filed2026-07-28
MPAA
MOTORCAR PTS AMER INC
New
Shares93.4K
Event2026-06-30
Filed2026-07-28
HODL
VANECK BITCOIN ETF
New
Shares86.1K
Event2026-06-30
Filed2026-07-28
AFL
AFLAC INC
New
Shares12.1K
Event2026-06-30
Filed2026-07-28
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares1.5K
Event2026-06-30
Filed2026-07-28
FNDX
SCHWAB STRATEGIC TR
53.61%
Shares45.2K
Event2026-06-30
Filed2026-07-28
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
New
Shares46.4K
Event2026-06-30
Filed2026-07-28
SPG
SIMON PPTY GROUP INC NEW
New
Shares6.2K
Event2026-06-30
Filed2026-07-28
PLD
PROLOGIS INC.
9.06%
Shares10.2K
Event2026-06-30
Filed2026-07-28
ORKA
ORUKA THERAPEUTICS INC
New
Shares14.5K
Event2026-06-30
Filed2026-07-28
FTLS
FIRST TR EXCH TRADED FD III
New
Shares18.5K
Event2026-06-30
Filed2026-07-28
OMFL
INVESCO EXCH TRD SLF IDX FD
-41.56%
Shares19.9K
Event2026-06-30
Filed2026-07-28
COF
CAPITAL ONE FINL CORP
New
Shares6.8K
Event2026-06-30
Filed2026-07-28
KMB
KIMBERLY-CLARK CORP
New
Shares12.2K
Event2026-06-30
Filed2026-07-28
SMIZ
ZACKS TRUST
New
Shares30.1K
Event2026-06-30
Filed2026-07-28
GROZ
ZACKS TRUST
-13.61%
Shares42.0K
Event2026-06-30
Filed2026-07-28
TER
TERADYNE INC
-14.55%
Shares2.7K
Event2026-06-30
Filed2026-07-28
HBAN
HUNTINGTON BANCSHARES INC
New
Shares74.2K
Event2026-06-30
Filed2026-07-28
MT
ARCELORMITTAL SA LUXEMBOURG
New
Shares21.7K
Event2026-06-30
Filed2026-07-28
YUM
YUM BRANDS INC
New
Shares8.2K
Event2026-06-30
Filed2026-07-28
FYX
FIRST TR EXCHANGE-TRADED ALP
New
Shares9.0K
Event2026-06-30
Filed2026-07-28
VGLT
VANGUARD SCOTTSDALE FDS
New
Shares23.6K
Event2026-06-30
Filed2026-07-28
USAR
USA RARE EARTH INC
New
Shares60.2K
Event2026-06-30
Filed2026-07-28
TMSL
T ROWE PRICE EXCHANGE-TRADED
-0.24%
Shares29.5K
Event2026-06-30
Filed2026-07-28
SRLN
SSGA ACTIVE ETF TR
-7.71%
Shares31.9K
Event2026-06-30
Filed2026-07-28
AVDV
AMERICAN CENTY ETF TR
New
Shares12.5K
Event2026-06-30
Filed2026-07-28
CRWV
COREWEAVE INC
1.40%
Shares12.9K
Event2026-06-30
Filed2026-07-28
ESGE
ISHARES INC
New
Shares23.5K
Event2026-06-30
Filed2026-07-28
BFRZ
INNOVATOR ETFS TRUST
New
Shares47.3K
Event2026-06-30
Filed2026-07-28
SUB
ISHARES TR
New
Shares11.8K
Event2026-06-30
Filed2026-07-28
PWB
INVESCO EXCHANGE TRADED FD T
22.85%
Shares7.4K
Event2026-06-30
Filed2026-07-28
WEC
WEC ENERGY GROUP INC
52.49%
Shares10.7K
Event2026-06-30
Filed2026-07-28
SHOP
SHOPIFY INC
4.65%
Shares10.9K
Event2026-06-30
Filed2026-07-28
GSST
GOLDMAN SACHS ETF TR
-35.47%
Shares24.6K
Event2026-06-30
Filed2026-07-28
CVS
CVS HEALTH CORP
New
Shares12.0K
Event2026-06-30
Filed2026-07-28
FTSM
FIRST TR EXCHANGE-TRADED FD
New
Shares20.7K
Event2026-06-30
Filed2026-07-28
DIA
STATE STR SPDR DOW JONES IND
New
Shares2.4K
Event2026-06-30
Filed2026-07-28
DTE
DTE ENERGY CO
New
Shares8.1K
Event2026-06-30
Filed2026-07-28
PTF
INVESCO EXCHANGE TRADED FD T
New
Shares9.0K
Event2026-06-30
Filed2026-07-28
F
FORD MTR CO
New
Shares87.0K
Event2026-06-30
Filed2026-07-28
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares8.8K
Event2026-06-30
Filed2026-07-28
SBUX
STARBUCKS CORP
2.00%
Shares11.6K
Event2026-06-30
Filed2026-07-28
SPYI
NEOS ETF TRUST
-4.83%
Shares22.4K
Event2026-06-30
Filed2026-07-28
QID
PROSHARES TR
90.78%
Shares87.3K
Event2026-06-30
Filed2026-07-28
PENN
PENN ENTERTAINMENT INC
New
Shares55.1K
Event2026-06-30
Filed2026-07-28
FDX
FEDEX CORP
New
Shares3.8K
Event2026-06-30
Filed2026-07-28
VICI
VICI PPTYS INC
162.89%
Shares44.3K
Event2026-06-30
Filed2026-07-28
PULS
PGIM ETF TR
New
Shares23.6K
Event2026-06-30
Filed2026-07-28
SHV
ISHARES TR
-51.44%
Shares10.6K
Event2026-06-30
Filed2026-07-28
IWN
ISHARES TR
New
Shares5.3K
Event2026-06-30
Filed2026-07-28
SPIB
SPDR SERIES TRUST
1.71%
Shares34.6K
Event2026-06-30
Filed2026-07-28
CERY
SPDR SERIES TRUST
-25.70%
Shares34.5K
Event2026-06-30
Filed2026-07-28
CEG
CONSTELLATION ENERGY CORP
New
Shares4.6K
Event2026-06-30
Filed2026-07-28
FLMI
FRANKLIN TEMPLETON ETF TR
New
Shares45.4K
Event2026-06-30
Filed2026-07-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available