The Analysis of B. Riley Wealth Advisors, Inc.'s Holdings & P&L


Currently, B. Riley Wealth Advisors, Inc. holds 831 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in VUG (+287.9K shares, valued at $24.4M), XMMO (+48.6K shares, valued at $8.1M), IWF (+42.1K shares, valued at $5.1M); decreased their positions in QQQ (-4.9K shares, valued at $3.6M), N/A (-34.8K shares, valued at $3.5M), UBER (-44.8K shares, valued at $3.4M); initiated new positions in N/A (+62.3K shares, valued at $3.2M), N/A (+40.6K shares, valued at $2.9M), BUG (+43.0K shares, valued at $1.6M).


1M P&L
+7.5M+0.51%
3M P&L
+45.6M+3.17%
HY P&L
-14.0M-0.94%

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/A717.4M
47.5%
2Semiconductors161.8M
10.7%
3Consumer Electronics64.5M
4.3%

Top Industries by Stock Count

1N/A366 stocks
49.5%
2Asset Management15 stocks
2.0%
3Aerospace & Defense14 stocks
1.9%
Stock Holdings
NVDA
NVIDIA CORPORATION
0.45%
Shares501.6K
Event2026-06-30
Filed2026-07-14
AAPL
APPLE INC
2.02%
Shares227.7K
Event2026-06-30
Filed2026-07-14
ISHARES TR
ISHARES TR
11.14%
Shares59.6K
Event2026-06-30
Filed2026-07-14
AMZN
AMAZON COM INC
1.77%
Shares151.4K
Event2026-06-30
Filed2026-07-14
META PLATFORMS INC
META PLATFORMS INC
0.03%
Shares59.4K
Event2026-06-30
Filed2026-07-14
MSFT
MICROSOFT CORP
-1.74%
Shares81.8K
Event2026-06-30
Filed2026-07-14
VUG
VANGUARD INDEX FDS
498.87%
Shares345.6K
Event2026-06-30
Filed2026-07-14
LLY
ELI LILLY & CO
0.94%
Shares22.3K
Event2026-06-30
Filed2026-07-14
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.03%
Shares33.7K
Event2026-06-30
Filed2026-07-14
APUE
TRUST FOR PROFESSIONAL MANAG
18.76%
Shares511.0K
Event2026-06-30
Filed2026-07-14
GOOGL
ALPHABET INC
9.45%
Shares63.5K
Event2026-06-30
Filed2026-07-14
BROADCOM INC
BROADCOM INC
-2.02%
Shares57.5K
Event2026-06-30
Filed2026-07-14
QQQ
INVESCO QQQ TR
-14.43%
Shares29.3K
Event2026-06-30
Filed2026-07-14
SMH
VANECK ETF TRUST
8.02%
Shares33.1K
Event2026-06-30
Filed2026-07-14
PANW
PALO ALTO NETWORKS INC
-0.41%
Shares61.2K
Event2026-06-30
Filed2026-07-14
VTV
VANGUARD INDEX FDS
-1.55%
Shares92.8K
Event2026-06-30
Filed2026-07-14
GOOG
ALPHABET INC
2.40%
Shares54.2K
Event2026-06-30
Filed2026-07-14
XLK
SELECT SECTOR SPDR TR
12.10%
Shares101.5K
Event2026-06-30
Filed2026-07-14
AMD
ADVANCED MICRO DEVICES INC
-2.68%
Shares34.6K
Event2026-06-30
Filed2026-07-14
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-1.50%
Shares159.5K
Event2026-06-30
Filed2026-07-14
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-13.25%
Shares24.4K
Event2026-06-30
Filed2026-07-14
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
3.28%
Shares49.9K
Event2026-06-30
Filed2026-07-14
CSM
PROSHARES TR
-1.03%
Shares162.8K
Event2026-06-30
Filed2026-07-14
CGBL
CAPITAL GROUP CORE BALANCED
2.94%
Shares354.4K
Event2026-06-30
Filed2026-07-14
MU
MICRON TECHNOLOGY INC
2.14%
Shares11.7K
Event2026-06-30
Filed2026-07-14
JNJ
JOHNSON & JOHNSON
29.46%
Shares49.1K
Event2026-06-30
Filed2026-07-14
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.82%
Shares24.7K
Event2026-06-30
Filed2026-07-14
VOO
VANGUARD INDEX FDS
-16.15%
Shares17.0K
Event2026-06-30
Filed2026-07-14
TSLA
TESLA INC
0.44%
Shares26.8K
Event2026-06-30
Filed2026-07-14
VEA
VANGUARD TAX-MANAGED FDS
-1.62%
Shares143.6K
Event2026-06-30
Filed2026-07-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
1.67%
Shares22.1K
Event2026-06-30
Filed2026-07-14
ICVT
ISHARES TR
26.08%
Shares81.9K
Event2026-06-30
Filed2026-07-14
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-5.56%
Shares10.1K
Event2026-06-30
Filed2026-07-14
APIE
TRUST FOR PROFESSIONAL MANAG
19.61%
Shares252.9K
Event2026-06-30
Filed2026-07-14
GEV
GE VERNOVA INC
-12.88%
Shares8.8K
Event2026-06-30
Filed2026-07-14
DGRO
ISHARES TR
6.21%
Shares123.8K
Event2026-06-30
Filed2026-07-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
3.63%
Shares25.5K
Event2026-06-30
Filed2026-07-14
PG
PROCTER & GAMBLE CO
-1.58%
Shares62.7K
Event2026-06-30
Filed2026-07-14
GS
GOLDMAN SACHS GROUP INC
1.83%
Shares9.0K
Event2026-06-30
Filed2026-07-14
ETN
EATON CORP PLC
0.84%
Shares22.4K
Event2026-06-30
Filed2026-07-14
XMMO
INVESCO EXCHANGE TRADED FD T
957.77%
Shares53.7K
Event2026-06-30
Filed2026-07-14
IBM
INTERNATIONAL BUSINESS MACHS
4.93%
Shares32.1K
Event2026-06-30
Filed2026-07-14
IVW
ISHARES TR
-7.34%
Shares65.0K
Event2026-06-30
Filed2026-07-14
BIL
SPDR SERIES TRUST
-2.91%
Shares94.4K
Event2026-06-30
Filed2026-07-14
FBND
FIDELITY MERRIMACK STR TR
15.73%
Shares186.4K
Event2026-06-30
Filed2026-07-14
GLD
SPDR GOLD TR
-7.59%
Shares22.8K
Event2026-06-30
Filed2026-07-14
WMT
WALMART INC
12.02%
Shares73.1K
Event2026-06-30
Filed2026-07-14
ABBVIE INC
ABBVIE INC
4.23%
Shares32.2K
Event2026-06-30
Filed2026-07-14
COF
CAPITAL ONE FINL CORP
7.12%
Shares39.0K
Event2026-06-30
Filed2026-07-14
IUSB
ISHARES TR
32.17%
Shares167.4K
Event2026-06-30
Filed2026-07-14
FELG
FIDELITY COVINGTON TRUST
5.56%
Shares178.1K
Event2026-06-30
Filed2026-07-14
BA
BOEING CO
0.81%
Shares34.9K
Event2026-06-30
Filed2026-07-14
URTH
ISHARES INC
2.97%
Shares36.8K
Event2026-06-30
Filed2026-07-14
BOND
PIMCO ETF TR
7.37%
Shares79.5K
Event2026-06-30
Filed2026-07-14
NETFLIX INC.
NETFLIX INC.
88.43%
Shares98.5K
Event2026-06-30
Filed2026-07-14
GBIL
GOLDMAN SACHS ETF TR
0.66%
Shares72.2K
Event2026-06-30
Filed2026-07-14
STEW
SRH TOTAL RETURN FUND INC
0.33%
Shares405.0K
Event2026-06-30
Filed2026-07-14
LRCX
LAM RESEARCH CORP
-2.81%
Shares17.6K
Event2026-06-30
Filed2026-07-14
CAT
CATERPILLAR INC
1.24%
Shares6.8K
Event2026-06-30
Filed2026-07-14
TJX
TJX COS INC NEW
-0.62%
Shares46.3K
Event2026-06-30
Filed2026-07-14
HD
HOME DEPOT INC
3.52%
Shares19.5K
Event2026-06-30
Filed2026-07-14
INTC
INTEL CORP
91.22%
Shares50.5K
Event2026-06-30
Filed2026-07-14
HYZD
WISDOMTREE TR
5.97%
Shares289.0K
Event2026-06-30
Filed2026-07-14
IWF
ISHARES TR
396.52%
Shares52.7K
Event2026-06-30
Filed2026-07-14
BX
BLACKSTONE INC
0.47%
Shares55.5K
Event2026-06-30
Filed2026-07-14
UBER
UBER TECHNOLOGIES INC
-34.90%
Shares83.6K
Event2026-06-30
Filed2026-07-14
EXXON MOBIL CORP
EXXON MOBIL CORP
-1.24%
Shares46.3K
Event2026-06-30
Filed2026-07-14
STIP
ISHARES TR
3.56%
Shares61.3K
Event2026-06-30
Filed2026-07-14
HL
HECLA MINING COMPANY
-0.04%
Shares406.9K
Event2026-06-30
Filed2026-07-14
EFG
ISHARES TR
1.20%
Shares50.1K
Event2026-06-30
Filed2026-07-14
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
1.40%
Shares6.4K
Event2026-06-30
Filed2026-07-14
JPST
J P MORGAN EXCHANGE TRADED F
0.84%
Shares120.3K
Event2026-06-30
Filed2026-07-14
BPRE
BLUEROCK PVT REAL ESTATE FD
47.31%
Shares455.0K
Event2026-06-30
Filed2026-07-14
SYK
STRYKER CORPORATION
0.24%
Shares18.2K
Event2026-06-30
Filed2026-07-14
VISA INC
VISA INC
-4.99%
Shares17.4K
Event2026-06-30
Filed2026-07-14
IEMG
ISHARES INC
-25.99%
Shares72.4K
Event2026-06-30
Filed2026-07-14
APCB
TRUST FOR PROFESSIONAL MANAG
29.30%
Shares199.4K
Event2026-06-30
Filed2026-07-14
OIH
VANECK ETF TRUST
-22.30%
Shares15.6K
Event2026-06-30
Filed2026-07-14
IVE
ISHARES TR
-11.33%
Shares25.3K
Event2026-06-30
Filed2026-07-14
IWB
ISHARES TR
-18.28%
Shares14.0K
Event2026-06-30
Filed2026-07-14
BNDX
VANGUARD CHARLOTTE FDS
1.69%
Shares115.0K
Event2026-06-30
Filed2026-07-14
VBK
VANGUARD INDEX FDS
0.78%
Shares14.7K
Event2026-06-30
Filed2026-07-14
BAC
BANK OF AMER CORP
0.54%
Shares89.9K
Event2026-06-30
Filed2026-07-14
ISHARES TR
ISHARES TR
-13.19%
Shares53.8K
Event2026-06-30
Filed2026-07-14
MS
MORGAN STANLEY
-1.50%
Shares24.4K
Event2026-06-30
Filed2026-07-14
ORACLE CORP
ORACLE CORP
13.89%
Shares34.4K
Event2026-06-30
Filed2026-07-14
CISCO SYS INC
CISCO SYS INC
-2.63%
Shares42.5K
Event2026-06-30
Filed2026-07-14
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
4.57%
Shares11.8K
Event2026-06-30
Filed2026-07-14
QQEW
FIRST TR EXCHANGE-TRADED FD
4.25%
Shares31.1K
Event2026-06-30
Filed2026-07-14
SCHG
SCHWAB STRATEGIC TR
17.99%
Shares146.7K
Event2026-06-30
Filed2026-07-14
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-2.76%
Shares9.3K
Event2026-06-30
Filed2026-07-14
MRVL
MARVELL TECHNOLOGY INC
-26.32%
Shares16.9K
Event2026-06-30
Filed2026-07-14
APPLIED MATLS INC
APPLIED MATLS INC
-4.01%
Shares6.7K
Event2026-06-30
Filed2026-07-14
JEPI
J P MORGAN EXCHANGE TRADED F
39.55%
Shares81.7K
Event2026-06-30
Filed2026-07-14
C
CITIGROUP INC
-0.82%
Shares31.4K
Event2026-06-30
Filed2026-07-14
CVX
CHEVRON CORPORATION
-2.30%
Shares26.3K
Event2026-06-30
Filed2026-07-14
MNA
NEW YORK LIFE INVESTMENTS ET
0.55%
Shares118.5K
Event2026-06-30
Filed2026-07-14
VWO
VANGUARD INTL EQUITY INDEX F
-4.92%
Shares72.0K
Event2026-06-30
Filed2026-07-14
RSP
INVESCO EXCHANGE TRADED FD T
-19.57%
Shares19.7K
Event2026-06-30
Filed2026-07-14
DYNF
BLACKROCK ETF TRUST
4.86%
Shares62.2K
Event2026-06-30
Filed2026-07-14
IWP
ISHARES TR
2.81%
Shares29.0K
Event2026-06-30
Filed2026-07-14
DE
DEERE & CO
1.19%
Shares6.6K
Event2026-06-30
Filed2026-07-14
CWB
SPDR SERIES TRUST
0.83%
Shares38.2K
Event2026-06-30
Filed2026-07-14
RTX CORPORATION
RTX CORPORATION
0.02%
Shares21.6K
Event2026-06-30
Filed2026-07-14
VCSH
VANGUARD SCOTTSDALE FDS
3.76%
Shares50.0K
Event2026-06-30
Filed2026-07-14
IGM
ISHARES TR
2.23%
Shares24.5K
Event2026-06-30
Filed2026-07-14
VYM
VANGUARD WHITEHALL FDS
142.14%
Shares24.6K
Event2026-06-30
Filed2026-07-14
MRK
MERCK & CO INC
-5.92%
Shares29.2K
Event2026-06-30
Filed2026-07-14
CDE
COEUR MNG INC
-0.09%
Shares231.4K
Event2026-06-30
Filed2026-07-14
BSV
VANGUARD BD INDEX FDS
-4.02%
Shares47.5K
Event2026-06-30
Filed2026-07-14
PDP
INVESCO EXCHANGE TRADED FD T
-0.13%
Shares24.7K
Event2026-06-30
Filed2026-07-14
AGI
ALAMOS GOLD INC
-1.72%
Shares118.8K
Event2026-06-30
Filed2026-07-14
VIS
VANGUARD WORLD FD
14.29%
Shares10.2K
Event2026-06-30
Filed2026-07-14
TXN
TEXAS INSTRS INC
2.64%
Shares12.6K
Event2026-06-30
Filed2026-07-14
FELC
FIDELITY COVINGTON TRUST
1.39%
Shares83.0K
Event2026-06-30
Filed2026-07-14
AEM
AGNICO EAGLE MINES LTD
-2.83%
Shares22.4K
Event2026-06-30
Filed2026-07-14
VB
VANGUARD INDEX FDS
-0.78%
Shares11.4K
Event2026-06-30
Filed2026-07-14
EFA
ISHARES TR
33.64%
Shares32.6K
Event2026-06-30
Filed2026-07-14
XLI
SELECT SECTOR SPDR TR
25.43%
Shares18.3K
Event2026-06-30
Filed2026-07-14
BMY
BRISTOL-MYERS SQUIBB CO
1.18%
Shares56.4K
Event2026-06-30
Filed2026-07-14
IJH
ISHARES TR
-10.56%
Shares43.1K
Event2026-06-30
Filed2026-07-14
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
-30.71%
Shares71.6K
Event2026-06-30
Filed2026-07-14
GOLDMAN SACHS ETF TR
GOLDMAN SACHS ETF TR
New
Shares62.3K
Event2026-06-30
Filed2026-07-14
GE
GE AEROSPACE
-0.39%
Shares8.4K
Event2026-06-30
Filed2026-07-14
CAFX
PROFESIONALLY MANAGED PORTFO
-0.66%
Shares127.8K
Event2026-06-30
Filed2026-07-14
MTUM
ISHARES TR
-3.09%
Shares9.2K
Event2026-06-30
Filed2026-07-14
PDBC
INVESCO ACTVELY MNGD ETC FD
29.84%
Shares189.4K
Event2026-06-30
Filed2026-07-14
VGT
VANGUARD WORLD FD
1137.67%
Shares25.5K
Event2026-06-30
Filed2026-07-14
ITOT
ISHARES TR
-7.04%
Shares18.1K
Event2026-06-30
Filed2026-07-14
VZ
VERIZON COMMUNICATIONS INC
8.74%
Shares66.8K
Event2026-06-30
Filed2026-07-14
DTCR
GLOBAL X FDS
0.15%
Shares96.3K
Event2026-06-30
Filed2026-07-14
DELL
DELL TECHNOLOGIES INC
-11.27%
Shares7.0K
Event2026-06-30
Filed2026-07-14
ROUNDHILL ETF TRUST
ROUNDHILL ETF TRUST
New
Shares40.6K
Event2026-06-30
Filed2026-07-14
XLF
SELECT SECTOR SPDR TR
10.13%
Shares53.7K
Event2026-06-30
Filed2026-07-14
VXF
VANGUARD INDEX FDS
89.98%
Shares11.8K
Event2026-06-30
Filed2026-07-14
SNDK
SANDISK CORP
1.69%
Shares1.4K
Event2026-06-30
Filed2026-07-14
APLD
APPLIED DIGITAL CORP
-0.77%
Shares74.9K
Event2026-06-30
Filed2026-07-14
QCOM
QUALCOMM INC
-6.38%
Shares15.0K
Event2026-06-30
Filed2026-07-14
SLV
ISHARES SILVER TR
0.52%
Shares52.4K
Event2026-06-30
Filed2026-07-14
XLY
SELECT SECTOR SPDR TR
-1.38%
Shares23.6K
Event2026-06-30
Filed2026-07-14
VNQ
VANGUARD INDEX FDS
6.18%
Shares28.1K
Event2026-06-30
Filed2026-07-14
SPYG
SPDR SERIES TRUST
605.08%
Shares23.5K
Event2026-06-30
Filed2026-07-14
IJR
ISHARES TR
-46.90%
Shares18.3K
Event2026-06-30
Filed2026-07-14
ALLIANCEBERNSTEIN HLDG L P
ALLIANCEBERNSTEIN HLDG L P
2.86%
Shares75.6K
Event2026-06-30
Filed2026-07-14
KO
COCA COLA CO
2.86%
Shares32.1K
Event2026-06-30
Filed2026-07-14
SGOV
ISHARES TR
-2.38%
Shares26.3K
Event2026-06-30
Filed2026-07-14
GLW
CORNING INC
12.68%
Shares10.3K
Event2026-06-30
Filed2026-07-14
GLAD
GLADSTONE CAP CORP
53.55%
Shares135.6K
Event2026-06-30
Filed2026-07-14
BDYN
BLACKROCK ETF TRUST
68.21%
Shares95.8K
Event2026-06-30
Filed2026-07-14
FTCS
FIRST TR EXCHANGE-TRADED FD
-1.75%
Shares27.5K
Event2026-06-30
Filed2026-07-14
IYW
ISHARES TR
1.45%
Shares10.3K
Event2026-06-30
Filed2026-07-14
ISRG
INTUITIVE SURGICAL INC
-1.54%
Shares6.1K
Event2026-06-30
Filed2026-07-14
WFC
WELLS FARGO & CO
-0.24%
Shares29.5K
Event2026-06-30
Filed2026-07-14
APMU
TRUST FOR PROFESSIONAL MANAG
3.97%
Shares97.6K
Event2026-06-30
Filed2026-07-14
BAI
BLACKROCK ETF TRUST
-11.22%
Shares48.0K
Event2026-06-30
Filed2026-07-14
T
AT&T INC
-4.33%
Shares108.2K
Event2026-06-30
Filed2026-07-14
JAAA
JANUS DETROIT STR TR
4.30%
Shares46.4K
Event2026-06-30
Filed2026-07-14
AZO
AUTOZONE INC
42.88%
Shares743
Event2026-06-30
Filed2026-07-14
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
1.18%
Shares16.6K
Event2026-06-30
Filed2026-07-14
SPSM
SPDR SERIES TRUST
42.09%
Shares40.1K
Event2026-06-30
Filed2026-07-14
FTSM
FIRST TR EXCHANGE-TRADED FD
1.93%
Shares38.1K
Event2026-06-30
Filed2026-07-14
EPD
ENTERPRISE PRODS PARTNERS L
-1.40%
Shares61.3K
Event2026-06-30
Filed2026-07-14
SCHD
SCHWAB STRATEGIC TR
7.03%
Shares70.2K
Event2026-06-30
Filed2026-07-14
IHI
ISHARES TR
-38.68%
Shares44.3K
Event2026-06-30
Filed2026-07-14
AXP
AMERICAN EXPRESS CO
-0.75%
Shares6.5K
Event2026-06-30
Filed2026-07-14
PFE
PFIZER INC
-7.74%
Shares90.5K
Event2026-06-30
Filed2026-07-14
IWM
ISHARES TR
-9.67%
Shares7.3K
Event2026-06-30
Filed2026-07-14
FLTB
FIDELITY MERRIMACK STR TR
15.69%
Shares42.9K
Event2026-06-30
Filed2026-07-14
MBB
ISHARES TR
20.55%
Shares22.5K
Event2026-06-30
Filed2026-07-14
EFV
ISHARES TR
-41.64%
Shares27.9K
Event2026-06-30
Filed2026-07-14
CHUBB LIMITED
CHUBB LIMITED
-6.10%
Shares6.2K
Event2026-06-30
Filed2026-07-14
QUAL
ISHARES TR
-45.23%
Shares9.7K
Event2026-06-30
Filed2026-07-14
KLAC
KLA CORP
972.13%
Shares7.5K
Event2026-06-30
Filed2026-07-14
FDX
FEDEX CORP
2.11%
Shares6.3K
Event2026-06-30
Filed2026-07-14
AIRR
FIRST TR EXCHANGE TRADED FD
10.94%
Shares15.7K
Event2026-06-30
Filed2026-07-14
DBEF
DBX ETF TR
5.98%
Shares37.1K
Event2026-06-30
Filed2026-07-14
PSI
INVESCO EXCHANGE TRADED FD T
1.13%
Shares11.2K
Event2026-06-30
Filed2026-07-14
FTSL
FIRST TR EXCHANGE-TRADED FD
15.58%
Shares44.5K
Event2026-06-30
Filed2026-07-14
IWR
ISHARES TR
-0.75%
Shares17.9K
Event2026-06-30
Filed2026-07-14
MCD
MCDONALDS CORP
-2.21%
Shares7.3K
Event2026-06-30
Filed2026-07-14
COWZ
PACER FDS TR
-27.68%
Shares30.9K
Event2026-06-30
Filed2026-07-14
FVAL
FIDELITY COVINGTON TRUST
18.38%
Shares24.9K
Event2026-06-30
Filed2026-07-14
DIA
STATE STR SPDR DOW JONES IND
-1.44%
Shares3.7K
Event2026-06-30
Filed2026-07-14
VBR
VANGUARD INDEX FDS
5.84%
Shares7.9K
Event2026-06-30
Filed2026-07-14
FDVV
FIDELITY COVINGTON TRUST
4.94%
Shares31.9K
Event2026-06-30
Filed2026-07-14
IAU
ISHARES GOLD TR
2.81%
Shares25.2K
Event2026-06-30
Filed2026-07-14
ARM
ARM HOLDINGS PLC
8.06%
Shares5.5K
Event2026-06-30
Filed2026-07-14
ET
ENERGY TRANSFER L P
4.85%
Shares98.4K
Event2026-06-30
Filed2026-07-14
LQD
ISHARES TR
-5.23%
Shares17.0K
Event2026-06-30
Filed2026-07-14
VV
VANGUARD INDEX FDS
2.77%
Shares5.5K
Event2026-06-30
Filed2026-07-14
FVD
FIRST TR EXCHANGE-TRADED FD
1.86%
Shares38.3K
Event2026-06-30
Filed2026-07-14
SBUX
STARBUCKS CORP
-9.05%
Shares17.6K
Event2026-06-30
Filed2026-07-14
XLC
SELECT SECTOR SPDR TR
2.86%
Shares16.8K
Event2026-06-30
Filed2026-07-14
BIV
VANGUARD BD INDEX FDS
-1.63%
Shares23.4K
Event2026-06-30
Filed2026-07-14
BUXX
EA SERIES TRUST
46.18%
Shares88.7K
Event2026-06-30
Filed2026-07-14
EXK
ENDEAVOUR SILVER CORP
1.93%
Shares210.8K
Event2026-06-30
Filed2026-07-14
BLV
VANGUARD BD INDEX FDS
2.18%
Shares24.9K
Event2026-06-30
Filed2026-07-14
VRT
VERTIV HOLDINGS CO
-5.09%
Shares5.6K
Event2026-06-30
Filed2026-07-14
RA
BROOKFIELD REAL ASSETS INCOM
-7.61%
Shares133.5K
Event2026-06-30
Filed2026-07-14
GOVT
ISHARES TR
34.20%
Shares74.4K
Event2026-06-30
Filed2026-07-14
ITA
ISHARES TR
-1.18%
Shares7.1K
Event2026-06-30
Filed2026-07-14
SERVICENOW INC
SERVICENOW INC
63.39%
Shares16.9K
Event2026-06-30
Filed2026-07-14
AG
FIRST MAJESTIC SILVER CORP
3.12%
Shares99.9K
Event2026-06-30
Filed2026-07-14
FYX
FIRST TR EXCHANGE-TRADED ALP
0.03%
Shares11.7K
Event2026-06-30
Filed2026-07-14
TLH
ISHARES TR
-15.46%
Shares16.4K
Event2026-06-30
Filed2026-07-14
VMBS
VANGUARD SCOTTSDALE FDS
-1.73%
Shares35.4K
Event2026-06-30
Filed2026-07-14
IYK
ISHARES TR
3.03%
Shares22.4K
Event2026-06-30
Filed2026-07-14
CSWC
CAPITAL SOUTHWEST CORP
0.02%
Shares69.8K
Event2026-06-30
Filed2026-07-14
EQIX
EQUINIX INC
-0.66%
Shares1.5K
Event2026-06-30
Filed2026-07-14
BUG
GLOBAL X FDS
New
Shares43.0K
Event2026-06-30
Filed2026-07-14
SHY
ISHARES TR
8.92%
Shares19.2K
Event2026-06-30
Filed2026-07-14
CGMS
CAPITAL GRP FIXED INCM ETF T
35.00%
Shares57.1K
Event2026-06-30
Filed2026-07-14
XAR
SPDR SERIES TRUST
-21.71%
Shares5.6K
Event2026-06-30
Filed2026-07-14
APH
AMPHENOL CORP
20.10%
Shares9.3K
Event2026-06-30
Filed2026-07-14
CVS
CVS HEALTH CORP
-6.10%
Shares14.9K
Event2026-06-30
Filed2026-07-14
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares6.8K
Event2026-06-30
Filed2026-07-14
VO
VANGUARD INDEX FDS
275.02%
Shares19.2K
Event2026-06-30
Filed2026-07-14
PM
PHILIP MORRIS INTL INC
-11.22%
Shares8.2K
Event2026-06-30
Filed2026-07-14
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares6.8K
Event2026-06-30
Filed2026-07-14
BDVL
BLACKROCK ETF TRUST
71.42%
Shares57.8K
Event2026-06-30
Filed2026-07-14
ILF
ISHARES TR
New
Shares44.1K
Event2026-06-30
Filed2026-07-14
TMO
THERMO FISHER SCIENTIFIC INC
-2.40%
Shares2.9K
Event2026-06-30
Filed2026-07-14
PEP
PEPSICO INC
-3.86%
Shares10.5K
Event2026-06-30
Filed2026-07-14
3M CO
3M CO
-1.36%
Shares8.9K
Event2026-06-30
Filed2026-07-14
WDC
WESTERN DIGITAL CORP
-4.25%
Shares2.2K
Event2026-06-30
Filed2026-07-14
FDL
FIRST TR EXCHANGE-TRADED FD
-0.49%
Shares29.0K
Event2026-06-30
Filed2026-07-14
FDN
FIRST TR EXCHANGE-TRADED FD
-0.62%
Shares5.4K
Event2026-06-30
Filed2026-07-14
BLCR
BLACKROCK ETF TRUST
9.04%
Shares27.9K
Event2026-06-30
Filed2026-07-14
MO
ALTRIA GROUP INC
-7.27%
Shares18.8K
Event2026-06-30
Filed2026-07-14
MAIN
MAIN STR CAP CORP
0.59%
Shares26.9K
Event2026-06-30
Filed2026-07-14
RDVY
FIRST TR EXCHANGE TRADED FD
3.82%
Shares17.2K
Event2026-06-30
Filed2026-07-14
SH
PROSHARES TR
2.31%
Shares41.6K
Event2026-06-30
Filed2026-07-14
DIS
DISNEY WALT CO
-3.91%
Shares13.9K
Event2026-06-30
Filed2026-07-14
MDY
STATE STR SPDR S&P MIDCAP 40
0.15%
Shares2.0K
Event2026-06-30
Filed2026-07-14
LOW
LOWES COS INC
-10.41%
Shares6.2K
Event2026-06-30
Filed2026-07-14
NEXTERA ENERGY INC
NEXTERA ENERGY INC
9.42%
Shares15.3K
Event2026-06-30
Filed2026-07-14
BP
BP PLC
-40.24%
Shares36.3K
Event2026-06-30
Filed2026-07-14
CGGR
CAPITAL GROUP GROWTH ETF
275.54%
Shares28.9K
Event2026-06-30
Filed2026-07-14
USIG
ISHARES TR
23.65%
Shares26.2K
Event2026-06-30
Filed2026-07-14
LUMENTUM HLDGS INC
LUMENTUM HLDGS INC
15.60%
Shares1.6K
Event2026-06-30
Filed2026-07-14
SCHW
SCHWAB CHARLES CORP
-6.95%
Shares14.8K
Event2026-06-30
Filed2026-07-14
OEF
ISHARES TR
-13.23%
Shares3.7K
Event2026-06-30
Filed2026-07-14
VOT
VANGUARD INDEX FDS
-0.18%
Shares4.4K
Event2026-06-30
Filed2026-07-14
ASML
ASML HLDG NV
14.85%
Shares704
Event2026-06-30
Filed2026-07-14
XLE
SELECT SECTOR SPDR TR
21.64%
Shares24.6K
Event2026-06-30
Filed2026-07-14
AMGN
AMGEN INC
1.73%
Shares3.7K
Event2026-06-30
Filed2026-07-14
DAL
DELTA AIR LINES INC
15.38%
Shares14.1K
Event2026-06-30
Filed2026-07-14
DUK
DUKE ENERGY CORP NEW
5.39%
Shares10.2K
Event2026-06-30
Filed2026-07-14
CRM
SALESFORCE INC
-4.47%
Shares8.2K
Event2026-06-30
Filed2026-07-14
FLOT
ISHARES TR
0.16%
Shares25.4K
Event2026-06-30
Filed2026-07-14
CSX
CSX CORP
4.67%
Shares26.7K
Event2026-06-30
Filed2026-07-14
CORO
BLACKROCK ETF TRUST
New
Shares35.1K
Event2026-06-30
Filed2026-07-14
HAL
HALLIBURTON CO
-3.37%
Shares37.2K
Event2026-06-30
Filed2026-07-14
OILK
PROSHARES TR
New
Shares26.6K
Event2026-06-30
Filed2026-07-14
USFR
WISDOMTREE TR
-1.66%
Shares25.2K
Event2026-06-30
Filed2026-07-14
PIN
INVESCO INDIA EXCHANGE-TRADE
8.84%
Shares62.8K
Event2026-06-30
Filed2026-07-14
LHX
L3HARRIS TECHNOLOGIES INC
0.58%
Shares4.3K
Event2026-06-30
Filed2026-07-14
TEL
TE CONNECTIVITY PLC
-10.21%
Shares6.3K
Event2026-06-30
Filed2026-07-14
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
19.30%
Shares20.2K
Event2026-06-30
Filed2026-07-14
VLUE
ISHARES TR
10.35%
Shares6.2K
Event2026-06-30
Filed2026-07-14
DBEM
DBX ETF TR
21.87%
Shares30.4K
Event2026-06-30
Filed2026-07-14
UNP
UNION PAC CORP
0.38%
Shares4.5K
Event2026-06-30
Filed2026-07-14
VONG
VANGUARD SCOTTSDALE FDS
-2.50%
Shares9.7K
Event2026-06-30
Filed2026-07-14
CMI
CUMMINS INC
-16.13%
Shares1.8K
Event2026-06-30
Filed2026-07-14
GSLC
GOLDMAN SACHS ETF TR
New
Shares8.6K
Event2026-06-30
Filed2026-07-14
MUB
ISHARES TR
10.54%
Shares11.3K
Event2026-06-30
Filed2026-07-14
DDWM
WISDOMTREE TR
8.18%
Shares26.2K
Event2026-06-30
Filed2026-07-14
VRTX
VERTEX PHARMACEUTICALS INC
3.71%
Shares2.4K
Event2026-06-30
Filed2026-07-14
PULS
PGIM ETF TR
13.28%
Shares24.1K
Event2026-06-30
Filed2026-07-14
QTEC
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-14
BLK
BLACKROCK INC
-15.05%
Shares1.2K
Event2026-06-30
Filed2026-07-14
USB
US BANCORP
1.83%
Shares19.3K
Event2026-06-30
Filed2026-07-14
EMR
EMERSON ELEC CO
5.14%
Shares8.3K
Event2026-06-30
Filed2026-07-14
KYN
KAYNE ANDERSON ENERGY INFRST
-2.27%
Shares85.2K
Event2026-06-30
Filed2026-07-14
XLV
SELECT SECTOR SPDR TR
-14.38%
Shares7.3K
Event2026-06-30
Filed2026-07-14
SDY
SPDR SERIES TRUST
2.65%
Shares7.6K
Event2026-06-30
Filed2026-07-14
IDEF
BLACKROCK ETF TRUST
16.05%
Shares37.2K
Event2026-06-30
Filed2026-07-14
BLACKROCK ETF TRUST
BLACKROCK ETF TRUST
New
Shares41.3K
Event2026-06-30
Filed2026-07-14
LIN
LINDE PLC
-10.28%
Shares2.3K
Event2026-06-30
Filed2026-07-14
PSX
PHILLIPS 66
-3.09%
Shares6.6K
Event2026-06-30
Filed2026-07-14
SPTL
SPDR SERIES TRUST
11.25%
Shares43.5K
Event2026-06-30
Filed2026-07-14
QEFA
SPDR INDEX SHS FDS
1.69%
Shares12.0K
Event2026-06-30
Filed2026-07-14
SCHX
SCHWAB STRATEGIC TR
1.09%
Shares39.4K
Event2026-06-30
Filed2026-07-14
IDEV
ISHARES TR
24.82%
Shares12.9K
Event2026-06-30
Filed2026-07-14
EEMA
ISHARES INC
New
Shares9.9K
Event2026-06-30
Filed2026-07-14
PFF
ISHARES TR
10.37%
Shares37.2K
Event2026-06-30
Filed2026-07-14
GEM
GOLDMAN SACHS ETF TR
New
Shares22.0K
Event2026-06-30
Filed2026-07-14
JMBS
JANUS DETROIT STR TR
-1.61%
Shares24.6K
Event2026-06-30
Filed2026-07-14
JPIE
J P MORGAN EXCHANGE TRADED F
New
Shares24.1K
Event2026-06-30
Filed2026-07-14
CRWV
COREWEAVE INC
-56.31%
Shares11.5K
Event2026-06-30
Filed2026-07-14
THRO
BLACKROCK ETF TRUST
-32.56%
Shares25.4K
Event2026-06-30
Filed2026-07-14
IXN
ISHARES TR
3.66%
Shares7.7K
Event2026-06-30
Filed2026-07-14
ISHARES TR
ISHARES TR
-76.25%
Shares10.8K
Event2026-06-30
Filed2026-07-14
IWS
ISHARES TR
9.25%
Shares6.5K
Event2026-06-30
Filed2026-07-14
SOUTHERN CO
SOUTHERN CO
-0.76%
Shares10.9K
Event2026-06-30
Filed2026-07-14
VANECK ETF TRUST
VANECK ETF TRUST
-7.56%
Shares13.9K
Event2026-06-30
Filed2026-07-14
PGR
PROGRESSIVE CORP
-12.67%
Shares4.8K
Event2026-06-30
Filed2026-07-14
CMCSA
COMCAST CORP NEW
-2.13%
Shares42.5K
Event2026-06-30
Filed2026-07-14
UPS
UNITED PARCEL SVCS INC
5.48%
Shares9.5K
Event2026-06-30
Filed2026-07-14
SSRM
SSR MINING IN
0.00%
Shares36.0K
Event2026-06-30
Filed2026-07-14
COP
CONOCOPHILLIPS
9.35%
Shares9.8K
Event2026-06-30
Filed2026-07-14
TPL
TEXAS PACIFIC LAND CORPORATI
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-14
ED
CONSOLIDATED EDISON INC
0.13%
Shares8.9K
Event2026-06-30
Filed2026-07-14
COM
DIREXION SHARES ETF TRUST
-17.50%
Shares30.7K
Event2026-06-30
Filed2026-07-14
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
10.95%
Shares10.4K
Event2026-06-30
Filed2026-07-14
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
New
Shares19.6K
Event2026-06-30
Filed2026-07-14
IBRX
IMMUNITYBIO INC
-5.83%
Shares113.0K
Event2026-06-30
Filed2026-07-14
PLD
PROLOGIS INC.
6.53%
Shares7.1K
Event2026-06-30
Filed2026-07-14
NOBL
PROSHARES TR
105.29%
Shares17.2K
Event2026-06-30
Filed2026-07-14
QUANTA SVCS INC
QUANTA SVCS INC
-1.46%
Shares1.4K
Event2026-06-30
Filed2026-07-14
DVN
DEVON ENERGY CORP NEW
108.87%
Shares22.9K
Event2026-06-30
Filed2026-07-14
CI
THE CIGNA GROUP
0.83%
Shares3.4K
Event2026-06-30
Filed2026-07-14
HYG
ISHARES TR
25.53%
Shares11.9K
Event2026-06-30
Filed2026-07-14
NEM
NEWMONT CORP
14.80%
Shares10.0K
Event2026-06-30
Filed2026-07-14
ADI
ANALOG DEVICES INC
5.68%
Shares2.4K
Event2026-06-30
Filed2026-07-14
HPE
HEWLETT PACKARD ENTERPRISE C
26.21%
Shares20.9K
Event2026-06-30
Filed2026-07-14
LMT
LOCKHEED MARTIN CORP
-17.31%
Shares1.8K
Event2026-06-30
Filed2026-07-14
ANET
ARISTA NETWORKS INC
-5.35%
Shares5.5K
Event2026-06-30
Filed2026-07-14
MAR
MARRIOTT INTL INC NEW
-0.17%
Shares2.4K
Event2026-06-30
Filed2026-07-14
GWW
WW GRAINGER INC
0.00%
Shares664
Event2026-06-30
Filed2026-07-14
AVEM
AMERICAN CENTY ETF TR
-1.07%
Shares9.4K
Event2026-06-30
Filed2026-07-14
BINV
2023 ETF SERIES TRUST
-0.71%
Shares21.0K
Event2026-06-30
Filed2026-07-14
SNOWFLAKE INC
SNOWFLAKE INC
-4.86%
Shares3.5K
Event2026-06-30
Filed2026-07-14
BDX
BECTON DICKINSON & CO
6.01%
Shares5.7K
Event2026-06-30
Filed2026-07-14
ASTRAZENECA PLC
ASTRAZENECA PLC
11.23%
Shares4.6K
Event2026-06-30
Filed2026-07-14
SPHQ
INVESCO EXCHANGE TRADED FD T
New
Shares9.9K
Event2026-06-30
Filed2026-07-14
LNG
CHENIERE ENERGY INC
0.34%
Shares3.6K
Event2026-06-30
Filed2026-07-14
VXUS
VANGUARD STAR FDS
-16.76%
Shares10.2K
Event2026-06-30
Filed2026-07-14
EMXC
ISHARES INC
27.66%
Shares8.6K
Event2026-06-30
Filed2026-07-14
GD
GENERAL DYNAMICS CORP
0.08%
Shares2.5K
Event2026-06-30
Filed2026-07-14
DVY
ISHARES TR
3.31%
Shares5.5K
Event2026-06-30
Filed2026-07-14
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
4.53%
Shares2.6K
Event2026-06-30
Filed2026-07-14
GOLDMAN SACHS ETF TR
GOLDMAN SACHS ETF TR
New
Shares16.8K
Event2026-06-30
Filed2026-07-14
VIG
VANGUARD SPECIALIZED FUNDS
-7.44%
Shares3.6K
Event2026-06-30
Filed2026-07-14
ARK ETF TR
ARK ETF TR
-3.89%
Shares10.5K
Event2026-06-30
Filed2026-07-14
FBT
FIRST TR EXCHANGE-TRADED FD
-3.65%
Shares3.4K
Event2026-06-30
Filed2026-07-14
IWD
ISHARES TR
5.60%
Shares3.5K
Event2026-06-30
Filed2026-07-14
GSST
GOLDMAN SACHS ETF TR
138.57%
Shares16.7K
Event2026-06-30
Filed2026-07-14
IEF
ISHARES TR
12.36%
Shares8.9K
Event2026-06-30
Filed2026-07-14
ABT
ABBOTT LABORATORIES
-10.29%
Shares9.0K
Event2026-06-30
Filed2026-07-14
DBMF
LITMAN GREGORY FDS TR
New
Shares27.2K
Event2026-06-30
Filed2026-07-14
CLOUDFLARE INC
CLOUDFLARE INC
9.19%
Shares3.4K
Event2026-06-30
Filed2026-07-14
GM
GENERAL MTRS CO
11.20%
Shares10.6K
Event2026-06-30
Filed2026-07-14
SCHP
SCHWAB STRATEGIC TR
1.69%
Shares30.7K
Event2026-06-30
Filed2026-07-14
SHEL
SHELL PLC
-3.39%
Shares10.6K
Event2026-06-30
Filed2026-07-14
PH
PARKER-HANNIFIN CORP
-9.85%
Shares842
Event2026-06-30
Filed2026-07-14
VEU
VANGUARD INTL EQUITY INDEX F
-2.40%
Shares9.7K
Event2026-06-30
Filed2026-07-14
EWY
ISHARES INC
-7.15%
Shares4.1K
Event2026-06-30
Filed2026-07-14
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares4.9K
Event2026-06-30
Filed2026-07-14
VONV
VANGUARD SCOTTSDALE FDS
-3.77%
Shares7.5K
Event2026-06-30
Filed2026-07-14
CL
COLGATE PALMOLIVE CO
2.86%
Shares8.6K
Event2026-06-30
Filed2026-07-14
VRIG
INVESCO ACTIVELY MANAGED EXC
-59.27%
Shares31.7K
Event2026-06-30
Filed2026-07-14
GSIE
GOLDMAN SACHS ETF TR
New
Shares17.3K
Event2026-06-30
Filed2026-07-14
EEM
ISHARES TR
0.06%
Shares11.7K
Event2026-06-30
Filed2026-07-14
CEG
CONSTELLATION ENERGY CORP
54.61%
Shares3.0K
Event2026-06-30
Filed2026-07-14
PCY
INVESCO EXCH TRADED FD TR II
17.55%
Shares35.5K
Event2026-06-30
Filed2026-07-14
NVS
NOVARTIS AG
0.91%
Shares4.9K
Event2026-06-30
Filed2026-07-14
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
132.18%
Shares12.6K
Event2026-06-30
Filed2026-07-14
BINC
BLACKROCK ETF TRUST II
-25.30%
Shares14.6K
Event2026-06-30
Filed2026-07-14
NGG
NATIONAL GRID PLC
-2.17%
Shares9.1K
Event2026-06-30
Filed2026-07-14
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
8.14%
Shares6.6K
Event2026-06-30
Filed2026-07-14
IQLT
ISHARES TR
-12.18%
Shares15.4K
Event2026-06-30
Filed2026-07-14
BTT
BLACKROCK MUN TARGET TERM TR
-28.87%
Shares33.3K
Event2026-06-30
Filed2026-07-14
SPLV
INVESCO EXCH TRADED FD TR II
-1.25%
Shares9.9K
Event2026-06-30
Filed2026-07-14
CMG
CHIPOTLE MEXICAN GRILL INC
13.07%
Shares22.7K
Event2026-06-30
Filed2026-07-14
NOC
NORTHROP GRUMMAN CORP
-10.97%
Shares1.5K
Event2026-06-30
Filed2026-07-14
OR
OR ROYALTIES INC.
-1.55%
Shares23.4K
Event2026-06-30
Filed2026-07-14
S&P GLOBAL INC
S&P GLOBAL INC
-10.51%
Shares1.8K
Event2026-06-30
Filed2026-07-14
BUI
BLACKROCK UTILS INFRASTRUCTU
22.52%
Shares25.5K
Event2026-06-30
Filed2026-07-14
BND
VANGUARD BD INDEX FDS
1.97%
Shares10.0K
Event2026-06-30
Filed2026-07-14
FLRT
PACER FDS TR
1.84%
Shares15.8K
Event2026-06-30
Filed2026-07-14
CDNS
CADENCE DESIGN SYSTEM INC
13.94%
Shares2.0K
Event2026-06-30
Filed2026-07-14
BUFR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares20.0K
Event2026-06-30
Filed2026-07-14
PFFA
ETFIS SER TR I
20.20%
Shares35.1K
Event2026-06-30
Filed2026-07-14
MCK
MCKESSON CORP
2.55%
Shares965
Event2026-06-30
Filed2026-07-14
FPE
FIRST TR EXCH TRADED FD III
6.64%
Shares40.2K
Event2026-06-30
Filed2026-07-14
TIP
ISHARES TR
6.98%
Shares6.5K
Event2026-06-30
Filed2026-07-14
WELL
WELLTOWER INC
0.67%
Shares3.2K
Event2026-06-30
Filed2026-07-14
MEDTRONIC PLC
MEDTRONIC PLC
12.10%
Shares8.8K
Event2026-06-30
Filed2026-07-14
ACV
VIRTUS DIVERSIFIED INCM & CO
0.18%
Shares25.3K
Event2026-06-30
Filed2026-07-14
PNC
PNC FINL SVCS GROUP INC
-1.32%
Shares2.8K
Event2026-06-30
Filed2026-07-14
EWT
ISHARES INC
-2.61%
Shares6.6K
Event2026-06-30
Filed2026-07-14
NXXT
NEXTNRG INC
133.21%
Shares2.1M
Event2026-06-30
Filed2026-07-14
BLACKROCK ETF TRUST
BLACKROCK ETF TRUST
New
Shares27.5K
Event2026-06-30
Filed2026-07-14
ESGU
ISHARES TR
0.02%
Shares4.2K
Event2026-06-30
Filed2026-07-14
FNX
FIRST TR EXCHANGE-TRADED ALP
-5.01%
Shares4.7K
Event2026-06-30
Filed2026-07-14
GSC
GOLDMAN SACHS ETF TR
New
Shares10.0K
Event2026-06-30
Filed2026-07-14
XLP
SELECT SECTOR SPDR TR
9.38%
Shares8.1K
Event2026-06-30
Filed2026-07-14
DFAC
DIMENSIONAL ETF TRUST
2.87%
Shares15.4K
Event2026-06-30
Filed2026-07-14
ROK
ROCKWELL AUTOMATION INC
-1.55%
Shares1.4K
Event2026-06-30
Filed2026-07-14
ESGE
ISHARES INC
3.17%
Shares12.5K
Event2026-06-30
Filed2026-07-14
NSC
NORFOLK SOUTHN CORP
-26.70%
Shares2.1K
Event2026-06-30
Filed2026-07-14
PTMC
PACER FDS TR
-2.75%
Shares16.1K
Event2026-06-30
Filed2026-07-14
BE
BLOOM ENERGY CORP
-37.77%
Shares2.4K
Event2026-06-30
Filed2026-07-14
SYF
SYNCHRONY FINANCIAL
2.83%
Shares8.4K
Event2026-06-30
Filed2026-07-14
GILD
GILEAD SCIENCES INC
3.08%
Shares5.2K
Event2026-06-30
Filed2026-07-14
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
6.78%
Shares2.4K
Event2026-06-30
Filed2026-07-14
FTXL
FIRST TR EXCHANGE TRADED FD
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-14
CAH
CARDINAL HEALTH INC
34.77%
Shares2.8K
Event2026-06-30
Filed2026-07-14
AMPX
AMPRIUS TECHNOLOGIES INC
-4.18%
Shares48.1K
Event2026-06-30
Filed2026-07-14
SJNK
SPDR SERIES TRUST
-1.28%
Shares25.9K
Event2026-06-30
Filed2026-07-14
SUN
SUNOCO LP/SUNOCO FIN CORP
-2.86%
Shares9.4K
Event2026-06-30
Filed2026-07-14
TDG
TRANSDIGM GROUP INC
-1.42%
Shares485
Event2026-06-30
Filed2026-07-14
URI
UNITED RENTALS INC
22.61%
Shares564
Event2026-06-30
Filed2026-07-14
RSPT
INVESCO EXCHANGE TRADED FD T
0.05%
Shares10.0K
Event2026-06-30
Filed2026-07-14
BK
BANK OF NY MELLON CORP
1.77%
Shares4.4K
Event2026-06-30
Filed2026-07-14
MXL
MAXLINEAR INC
New
Shares5.7K
Event2026-06-30
Filed2026-07-14
ASTS
AST SPACEMOBILE INC
21.49%
Shares7.2K
Event2026-06-30
Filed2026-07-14
IBIT
ISHARES BITCOIN TRUST ETF
0.28%
Shares18.1K
Event2026-06-30
Filed2026-07-14
KMI
KINDER MORGAN INC DEL
14.06%
Shares19.2K
Event2026-06-30
Filed2026-07-14
THC
TENET HEALTHCARE CORP
-1.88%
Shares3.2K
Event2026-06-30
Filed2026-07-14
RSG
REPUBLIC SVCS INC
12.50%
Shares2.8K
Event2026-06-30
Filed2026-07-14
RILY
BRC GROUP HOLDINGS INC
50.59%
Shares73.8K
Event2026-06-30
Filed2026-07-14
SF
STIFEL FINL CORP
-0.79%
Shares8.9K
Event2026-06-30
Filed2026-07-14
SHOP
SHOPIFY INC
-13.42%
Shares5.3K
Event2026-06-30
Filed2026-07-14
SFNC
SIMMONS FIRST NATL CORP
0.00%
Shares26.5K
Event2026-06-30
Filed2026-07-14
PFIX
SIMPLIFY EXCHANGE TRADED FUN
14.92%
Shares14.4K
Event2026-06-30
Filed2026-07-14
FTEC
FIDELITY COVINGTON TRUST
2.89%
Shares2.1K
Event2026-06-30
Filed2026-07-14
VIOO
VANGUARD ADMIRAL FDS INC
0.00%
Shares4.3K
Event2026-06-30
Filed2026-07-14
FLEX
FLEX LTD
4.84%
Shares3.7K
Event2026-06-30
Filed2026-07-14
CLOX
SERIES PORTFOLIOS TR
-29.95%
Shares22.8K
Event2026-06-30
Filed2026-07-14
ECL
ECOLAB INC
-2.16%
Shares2.1K
Event2026-06-30
Filed2026-07-14
SNY
SANOFI SA
7.55%
Shares13.3K
Event2026-06-30
Filed2026-07-14
AMT
AMERICAN TOWER CORP
-1.10%
Shares3.4K
Event2026-06-30
Filed2026-07-14
ETR
ENTERGY CORP NEW
0.16%
Shares5.0K
Event2026-06-30
Filed2026-07-14
NUE
NUCOR CORP
0.32%
Shares2.5K
Event2026-06-30
Filed2026-07-14
EVRG
EVERGY INC
-1.62%
Shares6.6K
Event2026-06-30
Filed2026-07-14
MET
METLIFE INC
-3.80%
Shares6.7K
Event2026-06-30
Filed2026-07-14
GPIX
GOLDMAN SACHS ETF TR
54.18%
Shares10.3K
Event2026-06-30
Filed2026-07-14
THQ
ABRDN HEALTHCARE OPPORTUNITI
10.50%
Shares30.4K
Event2026-06-30
Filed2026-07-14
ADSK
AUTODESK INC
-4.13%
Shares2.9K
Event2026-06-30
Filed2026-07-14
KMB
KIMBERLY-CLARK CORP
10.76%
Shares5.1K
Event2026-06-30
Filed2026-07-14
NLR
VANECK ETF TRUST
0.61%
Shares4.8K
Event2026-06-30
Filed2026-07-14
STRATEGY INC
STRATEGY INC
20.82%
Shares6.0K
Event2026-06-30
Filed2026-07-14
HIG
HARTFORD INSURANCE GROUP INC
-0.12%
Shares4.2K
Event2026-06-30
Filed2026-07-14
SPXX
NUVEEN S&P 500 DYNAMIC OVERW
New
Shares30.0K
Event2026-06-30
Filed2026-07-14
ABRDN TOTAL DYNAMIC DIVIDEND
ABRDN TOTAL DYNAMIC DIVIDEND
17.15%
Shares52.1K
Event2026-06-30
Filed2026-07-14
TER
TERADYNE INC
4.14%
Shares1.2K
Event2026-06-30
Filed2026-07-14
ELV
ELEVANCE HEALTH INC FORMERLY
18.17%
Shares1.4K
Event2026-06-30
Filed2026-07-14
ZS
ZSCALER INC
New
Shares3.9K
Event2026-06-30
Filed2026-07-14
HWM
HOWMET AEROSPACE INC
-6.05%
Shares2.0K
Event2026-06-30
Filed2026-07-14
IGV
ISHARES TR
-6.63%
Shares5.9K
Event2026-06-30
Filed2026-07-14
GSY
INVESCO ACTIVELY MANAGED EXC
-10.60%
Shares10.6K
Event2026-06-30
Filed2026-07-14
AMCOR PLC
AMCOR PLC
0.14%
Shares12.2K
Event2026-06-30
Filed2026-07-14
IXJ
ISHARES TR
1.02%
Shares5.3K
Event2026-06-30
Filed2026-07-14
UBS
UBS GROUP AG
-2.20%
Shares10.6K
Event2026-06-30
Filed2026-07-14
HII
HUNTINGTON INGALLS INDS INC
-6.18%
Shares1.9K
Event2026-06-30
Filed2026-07-14
O
REALTY INCOME CORP
72.86%
Shares8.3K
Event2026-06-30
Filed2026-07-14
AEP
AMERICAN ELEC PWR CO INC
17.44%
Shares3.8K
Event2026-06-30
Filed2026-07-14
KEY
KEYCORP
2.03%
Shares22.5K
Event2026-06-30
Filed2026-07-14
IYF
ISHARES TR
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-14
VTRS
VIATRIS INC
18.86%
Shares31.9K
Event2026-06-30
Filed2026-07-14
SHW
SHERWIN WILLIAMS CO
-28.46%
Shares1.5K
Event2026-06-30
Filed2026-07-14
MGM
MGM RESORTS INTERNATIONAL
8.08%
Shares10.4K
Event2026-06-30
Filed2026-07-14
MNST
MONSTER BEVERAGE CORP NEW
-5.07%
Shares5.3K
Event2026-06-30
Filed2026-07-14
PAVE
GLOBAL X FDS
-4.15%
Shares8.8K
Event2026-06-30
Filed2026-07-14
RF
REGIONS FINANCIAL CORP NEW
7.63%
Shares16.9K
Event2026-06-30
Filed2026-07-14
CRH
CRH PLC
2.82%
Shares4.7K
Event2026-06-30
Filed2026-07-14
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-37.27%
Shares12.9K
Event2026-06-30
Filed2026-07-14
ENB
ENBRIDGE INC
0.21%
Shares9.2K
Event2026-06-30
Filed2026-07-14
FMDE
FIDELITY COVINGTON TRUST
-0.79%
Shares12.6K
Event2026-06-30
Filed2026-07-14
BKLN
INVESCO EXCH TRADED FD TR II
-7.45%
Shares24.9K
Event2026-06-30
Filed2026-07-14
HDV
ISHARES TR
430.15%
Shares18.2K
Event2026-06-30
Filed2026-07-14
BST
BLACKROCK SCIENCE & TECHNOLO
0.99%
Shares10.3K
Event2026-06-30
Filed2026-07-14
RDVI
FIRST TR EXCHANGE-TRADED FD
-1.96%
Shares17.1K
Event2026-06-30
Filed2026-07-14
TBIL
RBB FD INC
New
Shares10.0K
Event2026-06-30
Filed2026-07-14
SPG
SIMON PPTY GROUP INC NEW
-10.99%
Shares2.2K
Event2026-06-30
Filed2026-07-14
VONE
VANGUARD SCOTTSDALE FDS
-1.20%
Shares1.5K
Event2026-06-30
Filed2026-07-14
F
FORD MTR CO
0.70%
Shares35.3K
Event2026-06-30
Filed2026-07-14
DFAS
DIMENSIONAL ETF TRUST
0.12%
Shares6.0K
Event2026-06-30
Filed2026-07-14
WMB
WILLIAMS COS INC
5.12%
Shares6.6K
Event2026-06-30
Filed2026-07-14
SFLR
INNOVATOR ETFS TRUST
New
Shares12.9K
Event2026-06-30
Filed2026-07-14
GENEDX HOLDINGS CORP
GENEDX HOLDINGS CORP
New
Shares7.1K
Event2026-06-30
Filed2026-07-14
OKE
ONEOK INC NEW
0.51%
Shares5.5K
Event2026-06-30
Filed2026-07-14
KKR
KKR & CO INC
-2.32%
Shares5.4K
Event2026-06-30
Filed2026-07-14
SNA
SNAP ON INC
-8.32%
Shares1.2K
Event2026-06-30
Filed2026-07-14
SPDR SERIES TRUST
SPDR SERIES TRUST
-3.75%
Shares5.5K
Event2026-06-30
Filed2026-07-14
QYLD
GLOBAL X FDS
1.54%
Shares26.3K
Event2026-06-30
Filed2026-07-14
EWJ
ISHARES INC
32.00%
Shares5.1K
Event2026-06-30
Filed2026-07-14
TTE
TOTALENERGIES SE
9.30%
Shares6.1K
Event2026-06-30
Filed2026-07-14
MINT
PIMCO ETF TR
0.21%
Shares4.7K
Event2026-06-30
Filed2026-07-14
ADOBE INC
ADOBE INC
-15.36%
Shares2.3K
Event2026-06-30
Filed2026-07-14
HOOD
ROBINHOOD MKTS INC
-42.49%
Shares4.6K
Event2026-06-30
Filed2026-07-14
AEHR
AEHR TEST SYS
New
Shares5.0K
Event2026-06-30
Filed2026-07-14
CME
CME GROUP INC
-11.80%
Shares2.1K
Event2026-06-30
Filed2026-07-14
VLO
VALERO ENERGY CORP
16.39%
Shares1.7K
Event2026-06-30
Filed2026-07-14
NBIS
NEBIUS GROUP N.V.
-54.03%
Shares1.8K
Event2026-06-30
Filed2026-07-14
IXUS
ISHARES TR
-1.71%
Shares4.8K
Event2026-06-30
Filed2026-07-14
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-24.71%
Shares2.0K
Event2026-06-30
Filed2026-07-14
HEFA
ISHARES TR
0.00%
Shares9.7K
Event2026-06-30
Filed2026-07-14
BIIB
BIOGEN INC
1.45%
Shares2.1K
Event2026-06-30
Filed2026-07-14
CIBR
FIRST TR EXCHANGE-TRADED FD
2.98%
Shares5.1K
Event2026-06-30
Filed2026-07-14
IONQ INC
IONQ INC
New
Shares8.4K
Event2026-06-30
Filed2026-07-14
HSY
HERSHEY CO
0.62%
Shares2.5K
Event2026-06-30
Filed2026-07-14
HLT
HILTON WORLDWIDE HLDGS INC
17.98%
Shares1.3K
Event2026-06-30
Filed2026-07-14
VTIP
VANGUARD MALVERN FDS
5.69%
Shares8.7K
Event2026-06-30
Filed2026-07-14
VDC
VANGUARD WORLD FD
10.60%
Shares1.9K
Event2026-06-30
Filed2026-07-14
IEUR
ISHARES TR
2.20%
Shares5.8K
Event2026-06-30
Filed2026-07-14
UL
UNILEVER PLC
17.37%
Shares7.0K
Event2026-06-30
Filed2026-07-14
CII
BLACKROCK ENHANCED LARGE CAP
-46.29%
Shares16.9K
Event2026-06-30
Filed2026-07-14

Call Option Holdings
NVDA Call
NVIDIA CORPORATION
-99.01%
Shares38.2K
Event2026-06-30
Filed2026-07-14
MU Call
MICRON TECHNOLOGY INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-14
PALANTIR TECHNOLOGIES INC Call
PALANTIR TECHNOLOGIES INC
-98.94%
Shares9.2K
Event2026-06-30
Filed2026-07-14
META PLATFORMS INC Call
META PLATFORMS INC
-99.07%
Shares1.4K
Event2026-06-30
Filed2026-07-14
MSFT Call
MICROSOFT CORP
-95.80%
Shares2.1K
Event2026-06-30
Filed2026-07-14
WDC Call
WESTERN DIGITAL CORP
-96.67%
Shares1.0K
Event2026-06-30
Filed2026-07-14
SNDK Call
SANDISK CORP
-99.00%
Shares200
Event2026-06-30
Filed2026-07-14
CROWDSTRIKE HLDGS INC Call
CROWDSTRIKE HLDGS INC
-99.00%
Shares500
Event2026-06-30
Filed2026-07-14
SYF Call
SYNCHRONY FINANCIAL
-99.00%
Shares4.6K
Event2026-06-30
Filed2026-07-14
AMZN Call
AMAZON COM INC
-99.29%
Shares1.5K
Event2026-06-30
Filed2026-07-14
IBM Call
INTERNATIONAL BUSINESS MACHS
-98.91%
Shares1.2K
Event2026-06-30
Filed2026-07-14
BROADCOM INC Call
BROADCOM INC
-98.40%
Shares800
Event2026-06-30
Filed2026-07-14
PEP Call
PEPSICO INC
-99.47%
Shares1.7K
Event2026-06-30
Filed2026-07-14
PG Call
PROCTER & GAMBLE CO
-98.50%
Shares1.5K
Event2026-06-30
Filed2026-07-14
AMD Call
ADVANCED MICRO DEVICES INC
-99.60%
Shares400
Event2026-06-30
Filed2026-07-14
KMB Call
KIMBERLY-CLARK CORP
-97.00%
Shares1.8K
Event2026-06-30
Filed2026-07-14
-99.00%
Shares1.0K
Event2026-06-30
Filed2026-07-14
SLVR Call
SPROTT FDS TR
-99.00%
Shares2.8K
Event2026-06-30
Filed2026-07-14
IGV Call
ISHARES TR
New
Shares1.4K
Event2026-06-30
Filed2026-07-14
CVX Call
CHEVRON CORPORATION
-99.00%
Shares708
Event2026-06-30
Filed2026-07-14
PRU Call
PRUDENTIAL FINL INC
-99.00%
Shares1.0K
Event2026-06-30
Filed2026-07-14
AMERICAN AIRLINES GROUP INC Call
AMERICAN AIRLINES GROUP INC
New
Shares6.0K
Event2026-06-30
Filed2026-07-14
BJ Call
BJS WHSL CLUB HLDGS INC
-96.00%
Shares1.2K
Event2026-06-30
Filed2026-07-14
HD Call
HOME DEPOT INC
-97.00%
Shares300
Event2026-06-30
Filed2026-07-14
UNITEDHEALTH GROUP INC Call
UNITEDHEALTH GROUP INC
-98.33%
Shares251
Event2026-06-30
Filed2026-07-14
JPMORGAN CHASE & CO Call
JPMORGAN CHASE & CO
-99.00%
Shares300
Event2026-06-30
Filed2026-07-14
LEU Call
CENTRUS ENERGY CORP
-99.00%
Shares600
Event2026-06-30
Filed2026-07-14
CISCO SYS INC Call
CISCO SYS INC
-99.00%
Shares800
Event2026-06-30
Filed2026-07-14
RTX CORPORATION Call
RTX CORPORATION
-99.00%
Shares500
Event2026-06-30
Filed2026-07-14
INTC Call
INTEL CORP
New
Shares704
Event2026-06-30
Filed2026-07-14
GOOGL Call
ALPHABET INC
New
Shares260
Event2026-06-30
Filed2026-07-14
ORACLE CORP Call
ORACLE CORP
-99.00%
Shares600
Event2026-06-30
Filed2026-07-14
GLD Call
SPDR GOLD TR
-99.00%
Shares200
Event2026-06-30
Filed2026-07-14
CCL Call
CARNIVAL CORP LTD
New
Shares2.5K
Event2026-06-30
Filed2026-07-14
EXXON MOBIL CORP Call
EXXON MOBIL CORP
-99.00%
Shares500
Event2026-06-30
Filed2026-07-14
VST Call
VISTRA CORP
-98.67%
Shares400
Event2026-06-30
Filed2026-07-14
DVN Call
DEVON ENERGY CORP NEW
-98.33%
Shares1.5K
Event2026-06-30
Filed2026-07-14
DE Call
DEERE & CO
-99.00%
Shares100
Event2026-06-30
Filed2026-07-14
HONEYWELL INTL INC Call
HONEYWELL INTL INC
New
Shares250
Event2026-06-30
Filed2026-07-14
SLV Call
ISHARES SILVER TR
-99.62%
Shares1.0K
Event2026-06-30
Filed2026-07-14
EWZ Call
ISHARES INC
-99.00%
Shares1.5K
Event2026-06-30
Filed2026-07-14
CVS Call
CVS HEALTH CORP
-99.00%
Shares500
Event2026-06-30
Filed2026-07-14
JNJ Call
JOHNSON & JOHNSON
-99.00%
Shares200
Event2026-06-30
Filed2026-07-14
ABBVIE INC Call
ABBVIE INC
-99.00%
Shares200
Event2026-06-30
Filed2026-07-14
SERVICENOW INC Call
SERVICENOW INC
New
Shares500
Event2026-06-30
Filed2026-07-14
ITA Call
ISHARES TR
-99.00%
Shares200
Event2026-06-30
Filed2026-07-14
MCD Call
MCDONALDS CORP
New
Shares175
Event2026-06-30
Filed2026-07-14
LRCX Call
LAM RESEARCH CORP
New
Shares100
Event2026-06-30
Filed2026-07-14
XLK Call
SELECT SECTOR SPDR TR
New
Shares200
Event2026-06-30
Filed2026-07-14
NETFLIX INC. Call
NETFLIX INC.
-99.00%
Shares500
Event2026-06-30
Filed2026-07-14
AMGN Call
AMGEN INC
-99.00%
Shares100
Event2026-06-30
Filed2026-07-14
GOOG Call
ALPHABET INC
-99.00%
Shares100
Event2026-06-30
Filed2026-07-14
APH Call
AMPHENOL CORP
New
Shares200
Event2026-06-30
Filed2026-07-14
Q Call
QNITY ELECTRONICS INC
New
Shares200
Event2026-06-30
Filed2026-07-14
UL Call
UNILEVER PLC
New
Shares500
Event2026-06-30
Filed2026-07-14
KVUE Call
KENVUE INC
-99.00%
Shares1.5K
Event2026-06-30
Filed2026-07-14
XLE Call
SELECT SECTOR SPDR TR
-98.99%
Shares528
Event2026-06-30
Filed2026-07-14
SMCI Call
SUPER MICRO COMPUTER INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-14
KO Call
COCA COLA CO
-99.00%
Shares330
Event2026-06-30
Filed2026-07-14
NKE Call
NIKE INC
-99.00%
Shares600
Event2026-06-30
Filed2026-07-14
BP Call
BP PLC
-99.50%
Shares600
Event2026-06-30
Filed2026-07-14
LYB Call
LYONDELLBASELL INDUSTRIES NV
-99.00%
Shares400
Event2026-06-30
Filed2026-07-14
F Call
FORD MTR CO
New
Shares1.5K
Event2026-06-30
Filed2026-07-14
TSN Call
TYSON FOODS INC
New
Shares300
Event2026-06-30
Filed2026-07-14
BMY Call
BRISTOL-MYERS SQUIBB CO
-99.00%
Shares300
Event2026-06-30
Filed2026-07-14
AMT Call
AMERICAN TOWER CORP
-99.00%
Shares100
Event2026-06-30
Filed2026-07-14
PFE Call
PFIZER INC
New
Shares600
Event2026-06-30
Filed2026-07-14
DOW Call
DOW HLDGS INC
-99.50%
Shares500
Event2026-06-30
Filed2026-07-14
SUN Call
SUNOCO LP/SUNOCO FIN CORP
-99.80%
Shares200
Event2026-06-30
Filed2026-07-14
VZ Call
VERIZON COMMUNICATIONS INC
New
Shares300
Event2026-06-30
Filed2026-07-14
J Call
JACOBS SOLUTIONS INC
New
Shares100
Event2026-06-30
Filed2026-07-14
T Call
AT&T INC
-99.00%
Shares500
Event2026-06-30
Filed2026-07-14
STARWOOD PPTY TR INC Call
STARWOOD PPTY TR INC
-99.00%
Shares500
Event2026-06-30
Filed2026-07-14

Put Option Holdings
NVDA Put
NVIDIA CORPORATION
-99.04%
Shares68.1K
Event2026-06-30
Filed2026-07-14
LLY Put
ELI LILLY & CO
-99.03%
Shares3.1K
Event2026-06-30
Filed2026-07-14
META PLATFORMS INC Put
META PLATFORMS INC
-99.00%
Shares600
Event2026-06-30
Filed2026-07-14
ORACLE CORP Put
ORACLE CORP
New
Shares2.0K
Event2026-06-30
Filed2026-07-14
MRVL Put
MARVELL TECHNOLOGY INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-14
AMD Put
ADVANCED MICRO DEVICES INC
-99.00%
Shares100
Event2026-06-30
Filed2026-07-14
BBAI Put
BIGBEAR AI HLDGS INC
-99.01%
Shares8.1K
Event2026-06-30
Filed2026-07-14
TSN Put
TYSON FOODS INC
New
Shares300
Event2026-06-30
Filed2026-07-14
VZ Put
VERIZON COMMUNICATIONS INC
New
Shares300
Event2026-06-30
Filed2026-07-14
APLD Put
APPLIED DIGITAL CORP
-99.75%
Shares3
Event2026-06-30
Filed2026-07-14
B. Riley Wealth Advisors, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo