Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP4.9K sharesnew addition2026-06-302026-07-14
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NVDA
0.45%NVIDIA CORPORATION
Shares501.6K
Event2026-06-30
Filed2026-07-14
AAPL
2.02%APPLE INC
Shares227.7K
Event2026-06-30
Filed2026-07-14
ISHARES TR
11.14%ISHARES TR
Shares59.6K
Event2026-06-30
Filed2026-07-14
AMZN
1.77%AMAZON COM INC
Shares151.4K
Event2026-06-30
Filed2026-07-14
META PLATFORMS INC
0.03%META PLATFORMS INC
Shares59.4K
Event2026-06-30
Filed2026-07-14
MSFT
-1.74%MICROSOFT CORP
Shares81.8K
Event2026-06-30
Filed2026-07-14
VUG
498.87%VANGUARD INDEX FDS
Shares345.6K
Event2026-06-30
Filed2026-07-14
LLY
0.94%ELI LILLY & CO
Shares22.3K
Event2026-06-30
Filed2026-07-14
STATE STR SPDR S&P 500 ETF T
0.03%STATE STR SPDR S&P 500 ETF T
Shares33.7K
Event2026-06-30
Filed2026-07-14
APUE
18.76%TRUST FOR PROFESSIONAL MANAG
Shares511.0K
Event2026-06-30
Filed2026-07-14
GOOGL
9.45%ALPHABET INC
Shares63.5K
Event2026-06-30
Filed2026-07-14
BROADCOM INC
-2.02%BROADCOM INC
Shares57.5K
Event2026-06-30
Filed2026-07-14
QQQ
-14.43%INVESCO QQQ TR
Shares29.3K
Event2026-06-30
Filed2026-07-14
SMH
8.02%VANECK ETF TRUST
Shares33.1K
Event2026-06-30
Filed2026-07-14
PANW
-0.41%PALO ALTO NETWORKS INC
Shares61.2K
Event2026-06-30
Filed2026-07-14
VTV
-1.55%VANGUARD INDEX FDS
Shares92.8K
Event2026-06-30
Filed2026-07-14
GOOG
2.40%ALPHABET INC
Shares54.2K
Event2026-06-30
Filed2026-07-14
XLK
12.10%SELECT SECTOR SPDR TR
Shares101.5K
Event2026-06-30
Filed2026-07-14
AMD
-2.68%ADVANCED MICRO DEVICES INC
Shares34.6K
Event2026-06-30
Filed2026-07-14
PALANTIR TECHNOLOGIES INC
-1.50%PALANTIR TECHNOLOGIES INC
Shares159.5K
Event2026-06-30
Filed2026-07-14
CROWDSTRIKE HLDGS INC
-13.25%CROWDSTRIKE HLDGS INC
Shares24.4K
Event2026-06-30
Filed2026-07-14
JPMORGAN CHASE & CO
3.28%JPMORGAN CHASE & CO
Shares49.9K
Event2026-06-30
Filed2026-07-14
CSM
-1.03%PROSHARES TR
Shares162.8K
Event2026-06-30
Filed2026-07-14
CGBL
2.94%CAPITAL GROUP CORE BALANCED
Shares354.4K
Event2026-06-30
Filed2026-07-14
MU
2.14%MICRON TECHNOLOGY INC
Shares11.7K
Event2026-06-30
Filed2026-07-14
JNJ
29.46%JOHNSON & JOHNSON
Shares49.1K
Event2026-06-30
Filed2026-07-14
BRK.B
3.82%BERKSHIRE HATHAWAY INC DEL
Shares24.7K
Event2026-06-30
Filed2026-07-14
VOO
-16.15%VANGUARD INDEX FDS
Shares17.0K
Event2026-06-30
Filed2026-07-14
TSLA
0.44%TESLA INC
Shares26.8K
Event2026-06-30
Filed2026-07-14
VEA
-1.62%VANGUARD TAX-MANAGED FDS
Shares143.6K
Event2026-06-30
Filed2026-07-14
TSM
1.67%TAIWAN SEMICONDUCTOR MANUFAC
Shares22.1K
Event2026-06-30
Filed2026-07-14
ICVT
26.08%ISHARES TR
Shares81.9K
Event2026-06-30
Filed2026-07-14
SEAGATE TECHNOLOGY HLDNGS PL
-5.56%SEAGATE TECHNOLOGY HLDNGS PL
Shares10.1K
Event2026-06-30
Filed2026-07-14
APIE
19.61%TRUST FOR PROFESSIONAL MANAG
Shares252.9K
Event2026-06-30
Filed2026-07-14
GEV
-12.88%GE VERNOVA INC
Shares8.8K
Event2026-06-30
Filed2026-07-14
DGRO
6.21%ISHARES TR
Shares123.8K
Event2026-06-30
Filed2026-07-14
VANGUARD INDEX FDS
3.63%VANGUARD INDEX FDS
Shares25.5K
Event2026-06-30
Filed2026-07-14
PG
-1.58%PROCTER & GAMBLE CO
Shares62.7K
Event2026-06-30
Filed2026-07-14
GS
1.83%GOLDMAN SACHS GROUP INC
Shares9.0K
Event2026-06-30
Filed2026-07-14
ETN
0.84%EATON CORP PLC
Shares22.4K
Event2026-06-30
Filed2026-07-14
XMMO
957.77%INVESCO EXCHANGE TRADED FD T
Shares53.7K
Event2026-06-30
Filed2026-07-14
IBM
4.93%INTERNATIONAL BUSINESS MACHS
Shares32.1K
Event2026-06-30
Filed2026-07-14
IVW
-7.34%ISHARES TR
Shares65.0K
Event2026-06-30
Filed2026-07-14
BIL
-2.91%SPDR SERIES TRUST
Shares94.4K
Event2026-06-30
Filed2026-07-14
FBND
15.73%FIDELITY MERRIMACK STR TR
Shares186.4K
Event2026-06-30
Filed2026-07-14
GLD
-7.59%SPDR GOLD TR
Shares22.8K
Event2026-06-30
Filed2026-07-14
WMT
12.02%WALMART INC
Shares73.1K
Event2026-06-30
Filed2026-07-14
ABBVIE INC
4.23%ABBVIE INC
Shares32.2K
Event2026-06-30
Filed2026-07-14
COF
7.12%CAPITAL ONE FINL CORP
Shares39.0K
Event2026-06-30
Filed2026-07-14
IUSB
32.17%ISHARES TR
Shares167.4K
Event2026-06-30
Filed2026-07-14
FELG
5.56%FIDELITY COVINGTON TRUST
Shares178.1K
Event2026-06-30
Filed2026-07-14
BA
0.81%BOEING CO
Shares34.9K
Event2026-06-30
Filed2026-07-14
URTH
2.97%ISHARES INC
Shares36.8K
Event2026-06-30
Filed2026-07-14
BOND
7.37%PIMCO ETF TR
Shares79.5K
Event2026-06-30
Filed2026-07-14
NETFLIX INC.
88.43%NETFLIX INC.
Shares98.5K
Event2026-06-30
Filed2026-07-14
GBIL
0.66%GOLDMAN SACHS ETF TR
Shares72.2K
Event2026-06-30
Filed2026-07-14
STEW
0.33%SRH TOTAL RETURN FUND INC
Shares405.0K
Event2026-06-30
Filed2026-07-14
LRCX
-2.81%LAM RESEARCH CORP
Shares17.6K
Event2026-06-30
Filed2026-07-14
CAT
1.24%CATERPILLAR INC
Shares6.8K
Event2026-06-30
Filed2026-07-14
TJX
-0.62%TJX COS INC NEW
Shares46.3K
Event2026-06-30
Filed2026-07-14
HD
3.52%HOME DEPOT INC
Shares19.5K
Event2026-06-30
Filed2026-07-14
INTC
91.22%INTEL CORP
Shares50.5K
Event2026-06-30
Filed2026-07-14
HYZD
5.97%WISDOMTREE TR
Shares289.0K
Event2026-06-30
Filed2026-07-14
IWF
396.52%ISHARES TR
Shares52.7K
Event2026-06-30
Filed2026-07-14
BX
0.47%BLACKSTONE INC
Shares55.5K
Event2026-06-30
Filed2026-07-14
UBER
-34.90%UBER TECHNOLOGIES INC
Shares83.6K
Event2026-06-30
Filed2026-07-14
EXXON MOBIL CORP
-1.24%EXXON MOBIL CORP
Shares46.3K
Event2026-06-30
Filed2026-07-14
STIP
3.56%ISHARES TR
Shares61.3K
Event2026-06-30
Filed2026-07-14
HL
-0.04%HECLA MINING COMPANY
Shares406.9K
Event2026-06-30
Filed2026-07-14
EFG
1.20%ISHARES TR
Shares50.1K
Event2026-06-30
Filed2026-07-14
COSTCO WHOLESALE CORPORATION
1.40%COSTCO WHOLESALE CORPORATION
Shares6.4K
Event2026-06-30
Filed2026-07-14
JPST
0.84%J P MORGAN EXCHANGE TRADED F
Shares120.3K
Event2026-06-30
Filed2026-07-14
BPRE
47.31%BLUEROCK PVT REAL ESTATE FD
Shares455.0K
Event2026-06-30
Filed2026-07-14
SYK
0.24%STRYKER CORPORATION
Shares18.2K
Event2026-06-30
Filed2026-07-14
VISA INC
-4.99%VISA INC
Shares17.4K
Event2026-06-30
Filed2026-07-14
IEMG
-25.99%ISHARES INC
Shares72.4K
Event2026-06-30
Filed2026-07-14
APCB
29.30%TRUST FOR PROFESSIONAL MANAG
Shares199.4K
Event2026-06-30
Filed2026-07-14
OIH
-22.30%VANECK ETF TRUST
Shares15.6K
Event2026-06-30
Filed2026-07-14
IVE
-11.33%ISHARES TR
Shares25.3K
Event2026-06-30
Filed2026-07-14
IWB
-18.28%ISHARES TR
Shares14.0K
Event2026-06-30
Filed2026-07-14
BNDX
1.69%VANGUARD CHARLOTTE FDS
Shares115.0K
Event2026-06-30
Filed2026-07-14
VBK
0.78%VANGUARD INDEX FDS
Shares14.7K
Event2026-06-30
Filed2026-07-14
BAC
0.54%BANK OF AMER CORP
Shares89.9K
Event2026-06-30
Filed2026-07-14
ISHARES TR
-13.19%ISHARES TR
Shares53.8K
Event2026-06-30
Filed2026-07-14
MS
-1.50%MORGAN STANLEY
Shares24.4K
Event2026-06-30
Filed2026-07-14
ORACLE CORP
13.89%ORACLE CORP
Shares34.4K
Event2026-06-30
Filed2026-07-14
CISCO SYS INC
-2.63%CISCO SYS INC
Shares42.5K
Event2026-06-30
Filed2026-07-14
UNITEDHEALTH GROUP INC
4.57%UNITEDHEALTH GROUP INC
Shares11.8K
Event2026-06-30
Filed2026-07-14
QQEW
4.25%FIRST TR EXCHANGE-TRADED FD
Shares31.1K
Event2026-06-30
Filed2026-07-14
SCHG
17.99%SCHWAB STRATEGIC TR
Shares146.7K
Event2026-06-30
Filed2026-07-14
MASTERCARD INCORPORATED
-2.76%MASTERCARD INCORPORATED
Shares9.3K
Event2026-06-30
Filed2026-07-14
MRVL
-26.32%MARVELL TECHNOLOGY INC
Shares16.9K
Event2026-06-30
Filed2026-07-14
APPLIED MATLS INC
-4.01%APPLIED MATLS INC
Shares6.7K
Event2026-06-30
Filed2026-07-14
JEPI
39.55%J P MORGAN EXCHANGE TRADED F
Shares81.7K
Event2026-06-30
Filed2026-07-14
C
-0.82%CITIGROUP INC
Shares31.4K
Event2026-06-30
Filed2026-07-14
CVX
-2.30%CHEVRON CORPORATION
Shares26.3K
Event2026-06-30
Filed2026-07-14
MNA
0.55%NEW YORK LIFE INVESTMENTS ET
Shares118.5K
Event2026-06-30
Filed2026-07-14
VWO
-4.92%VANGUARD INTL EQUITY INDEX F
Shares72.0K
Event2026-06-30
Filed2026-07-14
RSP
-19.57%INVESCO EXCHANGE TRADED FD T
Shares19.7K
Event2026-06-30
Filed2026-07-14
DYNF
4.86%BLACKROCK ETF TRUST
Shares62.2K
Event2026-06-30
Filed2026-07-14
IWP
2.81%ISHARES TR
Shares29.0K
Event2026-06-30
Filed2026-07-14
DE
1.19%DEERE & CO
Shares6.6K
Event2026-06-30
Filed2026-07-14
CWB
0.83%SPDR SERIES TRUST
Shares38.2K
Event2026-06-30
Filed2026-07-14
RTX CORPORATION
0.02%RTX CORPORATION
Shares21.6K
Event2026-06-30
Filed2026-07-14
VCSH
3.76%VANGUARD SCOTTSDALE FDS
Shares50.0K
Event2026-06-30
Filed2026-07-14
IGM
2.23%ISHARES TR
Shares24.5K
Event2026-06-30
Filed2026-07-14
VYM
142.14%VANGUARD WHITEHALL FDS
Shares24.6K
Event2026-06-30
Filed2026-07-14
MRK
-5.92%MERCK & CO INC
Shares29.2K
Event2026-06-30
Filed2026-07-14
CDE
-0.09%COEUR MNG INC
Shares231.4K
Event2026-06-30
Filed2026-07-14
BSV
-4.02%VANGUARD BD INDEX FDS
Shares47.5K
Event2026-06-30
Filed2026-07-14
PDP
-0.13%INVESCO EXCHANGE TRADED FD T
Shares24.7K
Event2026-06-30
Filed2026-07-14
AGI
-1.72%ALAMOS GOLD INC
Shares118.8K
Event2026-06-30
Filed2026-07-14
VIS
14.29%VANGUARD WORLD FD
Shares10.2K
Event2026-06-30
Filed2026-07-14
TXN
2.64%TEXAS INSTRS INC
Shares12.6K
Event2026-06-30
Filed2026-07-14
FELC
1.39%FIDELITY COVINGTON TRUST
Shares83.0K
Event2026-06-30
Filed2026-07-14
AEM
-2.83%AGNICO EAGLE MINES LTD
Shares22.4K
Event2026-06-30
Filed2026-07-14
VB
-0.78%VANGUARD INDEX FDS
Shares11.4K
Event2026-06-30
Filed2026-07-14
EFA
33.64%ISHARES TR
Shares32.6K
Event2026-06-30
Filed2026-07-14
XLI
25.43%SELECT SECTOR SPDR TR
Shares18.3K
Event2026-06-30
Filed2026-07-14
BMY
1.18%BRISTOL-MYERS SQUIBB CO
Shares56.4K
Event2026-06-30
Filed2026-07-14
IJH
-10.56%ISHARES TR
Shares43.1K
Event2026-06-30
Filed2026-07-14
SELECT SECTOR SPDR TR
-30.71%SELECT SECTOR SPDR TR
Shares71.6K
Event2026-06-30
Filed2026-07-14
GOLDMAN SACHS ETF TR
NewGOLDMAN SACHS ETF TR
Shares62.3K
Event2026-06-30
Filed2026-07-14
GE
-0.39%GE AEROSPACE
Shares8.4K
Event2026-06-30
Filed2026-07-14
CAFX
-0.66%PROFESIONALLY MANAGED PORTFO
Shares127.8K
Event2026-06-30
Filed2026-07-14
MTUM
-3.09%ISHARES TR
Shares9.2K
Event2026-06-30
Filed2026-07-14
PDBC
29.84%INVESCO ACTVELY MNGD ETC FD
Shares189.4K
Event2026-06-30
Filed2026-07-14
VGT
1137.67%VANGUARD WORLD FD
Shares25.5K
Event2026-06-30
Filed2026-07-14
ITOT
-7.04%ISHARES TR
Shares18.1K
Event2026-06-30
Filed2026-07-14
VZ
8.74%VERIZON COMMUNICATIONS INC
Shares66.8K
Event2026-06-30
Filed2026-07-14
DTCR
0.15%GLOBAL X FDS
Shares96.3K
Event2026-06-30
Filed2026-07-14
DELL
-11.27%DELL TECHNOLOGIES INC
Shares7.0K
Event2026-06-30
Filed2026-07-14
ROUNDHILL ETF TRUST
NewROUNDHILL ETF TRUST
Shares40.6K
Event2026-06-30
Filed2026-07-14
XLF
10.13%SELECT SECTOR SPDR TR
Shares53.7K
Event2026-06-30
Filed2026-07-14
VXF
89.98%VANGUARD INDEX FDS
Shares11.8K
Event2026-06-30
Filed2026-07-14
SNDK
1.69%SANDISK CORP
Shares1.4K
Event2026-06-30
Filed2026-07-14
APLD
-0.77%APPLIED DIGITAL CORP
Shares74.9K
Event2026-06-30
Filed2026-07-14
QCOM
-6.38%QUALCOMM INC
Shares15.0K
Event2026-06-30
Filed2026-07-14
SLV
0.52%ISHARES SILVER TR
Shares52.4K
Event2026-06-30
Filed2026-07-14
XLY
-1.38%SELECT SECTOR SPDR TR
Shares23.6K
Event2026-06-30
Filed2026-07-14
VNQ
6.18%VANGUARD INDEX FDS
Shares28.1K
Event2026-06-30
Filed2026-07-14
SPYG
605.08%SPDR SERIES TRUST
Shares23.5K
Event2026-06-30
Filed2026-07-14
IJR
-46.90%ISHARES TR
Shares18.3K
Event2026-06-30
Filed2026-07-14
ALLIANCEBERNSTEIN HLDG L P
2.86%ALLIANCEBERNSTEIN HLDG L P
Shares75.6K
Event2026-06-30
Filed2026-07-14
KO
2.86%COCA COLA CO
Shares32.1K
Event2026-06-30
Filed2026-07-14
SGOV
-2.38%ISHARES TR
Shares26.3K
Event2026-06-30
Filed2026-07-14
GLW
12.68%CORNING INC
Shares10.3K
Event2026-06-30
Filed2026-07-14
GLAD
53.55%GLADSTONE CAP CORP
Shares135.6K
Event2026-06-30
Filed2026-07-14
BDYN
68.21%BLACKROCK ETF TRUST
Shares95.8K
Event2026-06-30
Filed2026-07-14
FTCS
-1.75%FIRST TR EXCHANGE-TRADED FD
Shares27.5K
Event2026-06-30
Filed2026-07-14
IYW
1.45%ISHARES TR
Shares10.3K
Event2026-06-30
Filed2026-07-14
ISRG
-1.54%INTUITIVE SURGICAL INC
Shares6.1K
Event2026-06-30
Filed2026-07-14
WFC
-0.24%WELLS FARGO & CO
Shares29.5K
Event2026-06-30
Filed2026-07-14
APMU
3.97%TRUST FOR PROFESSIONAL MANAG
Shares97.6K
Event2026-06-30
Filed2026-07-14
BAI
-11.22%BLACKROCK ETF TRUST
Shares48.0K
Event2026-06-30
Filed2026-07-14
T
-4.33%AT&T INC
Shares108.2K
Event2026-06-30
Filed2026-07-14
JAAA
4.30%JANUS DETROIT STR TR
Shares46.4K
Event2026-06-30
Filed2026-07-14
AZO
42.88%AUTOZONE INC
Shares743
Event2026-06-30
Filed2026-07-14
JOHNSON CONTROLS INTERNATION
1.18%JOHNSON CONTROLS INTERNATION
Shares16.6K
Event2026-06-30
Filed2026-07-14
SPSM
42.09%SPDR SERIES TRUST
Shares40.1K
Event2026-06-30
Filed2026-07-14
FTSM
1.93%FIRST TR EXCHANGE-TRADED FD
Shares38.1K
Event2026-06-30
Filed2026-07-14
EPD
-1.40%ENTERPRISE PRODS PARTNERS L
Shares61.3K
Event2026-06-30
Filed2026-07-14
SCHD
7.03%SCHWAB STRATEGIC TR
Shares70.2K
Event2026-06-30
Filed2026-07-14
IHI
-38.68%ISHARES TR
Shares44.3K
Event2026-06-30
Filed2026-07-14
AXP
-0.75%AMERICAN EXPRESS CO
Shares6.5K
Event2026-06-30
Filed2026-07-14
PFE
-7.74%PFIZER INC
Shares90.5K
Event2026-06-30
Filed2026-07-14
IWM
-9.67%ISHARES TR
Shares7.3K
Event2026-06-30
Filed2026-07-14
FLTB
15.69%FIDELITY MERRIMACK STR TR
Shares42.9K
Event2026-06-30
Filed2026-07-14
MBB
20.55%ISHARES TR
Shares22.5K
Event2026-06-30
Filed2026-07-14
EFV
-41.64%ISHARES TR
Shares27.9K
Event2026-06-30
Filed2026-07-14
CHUBB LIMITED
-6.10%CHUBB LIMITED
Shares6.2K
Event2026-06-30
Filed2026-07-14
QUAL
-45.23%ISHARES TR
Shares9.7K
Event2026-06-30
Filed2026-07-14
KLAC
972.13%KLA CORP
Shares7.5K
Event2026-06-30
Filed2026-07-14
FDX
2.11%FEDEX CORP
Shares6.3K
Event2026-06-30
Filed2026-07-14
AIRR
10.94%FIRST TR EXCHANGE TRADED FD
Shares15.7K
Event2026-06-30
Filed2026-07-14
DBEF
5.98%DBX ETF TR
Shares37.1K
Event2026-06-30
Filed2026-07-14
PSI
1.13%INVESCO EXCHANGE TRADED FD T
Shares11.2K
Event2026-06-30
Filed2026-07-14
FTSL
15.58%FIRST TR EXCHANGE-TRADED FD
Shares44.5K
Event2026-06-30
Filed2026-07-14
IWR
-0.75%ISHARES TR
Shares17.9K
Event2026-06-30
Filed2026-07-14
MCD
-2.21%MCDONALDS CORP
Shares7.3K
Event2026-06-30
Filed2026-07-14
COWZ
-27.68%PACER FDS TR
Shares30.9K
Event2026-06-30
Filed2026-07-14
FVAL
18.38%FIDELITY COVINGTON TRUST
Shares24.9K
Event2026-06-30
Filed2026-07-14
DIA
-1.44%STATE STR SPDR DOW JONES IND
Shares3.7K
Event2026-06-30
Filed2026-07-14
VBR
5.84%VANGUARD INDEX FDS
Shares7.9K
Event2026-06-30
Filed2026-07-14
FDVV
4.94%FIDELITY COVINGTON TRUST
Shares31.9K
Event2026-06-30
Filed2026-07-14
IAU
2.81%ISHARES GOLD TR
Shares25.2K
Event2026-06-30
Filed2026-07-14
ARM
8.06%ARM HOLDINGS PLC
Shares5.5K
Event2026-06-30
Filed2026-07-14
ET
4.85%ENERGY TRANSFER L P
Shares98.4K
Event2026-06-30
Filed2026-07-14
LQD
-5.23%ISHARES TR
Shares17.0K
Event2026-06-30
Filed2026-07-14
VV
2.77%VANGUARD INDEX FDS
Shares5.5K
Event2026-06-30
Filed2026-07-14
FVD
1.86%FIRST TR EXCHANGE-TRADED FD
Shares38.3K
Event2026-06-30
Filed2026-07-14
SBUX
-9.05%STARBUCKS CORP
Shares17.6K
Event2026-06-30
Filed2026-07-14
XLC
2.86%SELECT SECTOR SPDR TR
Shares16.8K
Event2026-06-30
Filed2026-07-14
BIV
-1.63%VANGUARD BD INDEX FDS
Shares23.4K
Event2026-06-30
Filed2026-07-14
BUXX
46.18%EA SERIES TRUST
Shares88.7K
Event2026-06-30
Filed2026-07-14
EXK
1.93%ENDEAVOUR SILVER CORP
Shares210.8K
Event2026-06-30
Filed2026-07-14
BLV
2.18%VANGUARD BD INDEX FDS
Shares24.9K
Event2026-06-30
Filed2026-07-14
VRT
-5.09%VERTIV HOLDINGS CO
Shares5.6K
Event2026-06-30
Filed2026-07-14
RA
-7.61%BROOKFIELD REAL ASSETS INCOM
Shares133.5K
Event2026-06-30
Filed2026-07-14
GOVT
34.20%ISHARES TR
Shares74.4K
Event2026-06-30
Filed2026-07-14
ITA
-1.18%ISHARES TR
Shares7.1K
Event2026-06-30
Filed2026-07-14
SERVICENOW INC
63.39%SERVICENOW INC
Shares16.9K
Event2026-06-30
Filed2026-07-14
AG
3.12%FIRST MAJESTIC SILVER CORP
Shares99.9K
Event2026-06-30
Filed2026-07-14
FYX
0.03%FIRST TR EXCHANGE-TRADED ALP
Shares11.7K
Event2026-06-30
Filed2026-07-14
TLH
-15.46%ISHARES TR
Shares16.4K
Event2026-06-30
Filed2026-07-14
VMBS
-1.73%VANGUARD SCOTTSDALE FDS
Shares35.4K
Event2026-06-30
Filed2026-07-14
IYK
3.03%ISHARES TR
Shares22.4K
Event2026-06-30
Filed2026-07-14
CSWC
0.02%CAPITAL SOUTHWEST CORP
Shares69.8K
Event2026-06-30
Filed2026-07-14
EQIX
-0.66%EQUINIX INC
Shares1.5K
Event2026-06-30
Filed2026-07-14
BUG
NewGLOBAL X FDS
Shares43.0K
Event2026-06-30
Filed2026-07-14
SHY
8.92%ISHARES TR
Shares19.2K
Event2026-06-30
Filed2026-07-14
CGMS
35.00%CAPITAL GRP FIXED INCM ETF T
Shares57.1K
Event2026-06-30
Filed2026-07-14
XAR
-21.71%SPDR SERIES TRUST
Shares5.6K
Event2026-06-30
Filed2026-07-14
APH
20.10%AMPHENOL CORP
Shares9.3K
Event2026-06-30
Filed2026-07-14
CVS
-6.10%CVS HEALTH CORP
Shares14.9K
Event2026-06-30
Filed2026-07-14
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares6.8K
Event2026-06-30
Filed2026-07-14
VO
275.02%VANGUARD INDEX FDS
Shares19.2K
Event2026-06-30
Filed2026-07-14
PM
-11.22%PHILIP MORRIS INTL INC
Shares8.2K
Event2026-06-30
Filed2026-07-14
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares6.8K
Event2026-06-30
Filed2026-07-14
BDVL
71.42%BLACKROCK ETF TRUST
Shares57.8K
Event2026-06-30
Filed2026-07-14
ILF
NewISHARES TR
Shares44.1K
Event2026-06-30
Filed2026-07-14
TMO
-2.40%THERMO FISHER SCIENTIFIC INC
Shares2.9K
Event2026-06-30
Filed2026-07-14
PEP
-3.86%PEPSICO INC
Shares10.5K
Event2026-06-30
Filed2026-07-14
3M CO
-1.36%3M CO
Shares8.9K
Event2026-06-30
Filed2026-07-14
WDC
-4.25%WESTERN DIGITAL CORP
Shares2.2K
Event2026-06-30
Filed2026-07-14
FDL
-0.49%FIRST TR EXCHANGE-TRADED FD
Shares29.0K
Event2026-06-30
Filed2026-07-14
FDN
-0.62%FIRST TR EXCHANGE-TRADED FD
Shares5.4K
Event2026-06-30
Filed2026-07-14
BLCR
9.04%BLACKROCK ETF TRUST
Shares27.9K
Event2026-06-30
Filed2026-07-14
MO
-7.27%ALTRIA GROUP INC
Shares18.8K
Event2026-06-30
Filed2026-07-14
MAIN
0.59%MAIN STR CAP CORP
Shares26.9K
Event2026-06-30
Filed2026-07-14
RDVY
3.82%FIRST TR EXCHANGE TRADED FD
Shares17.2K
Event2026-06-30
Filed2026-07-14
SH
2.31%PROSHARES TR
Shares41.6K
Event2026-06-30
Filed2026-07-14
DIS
-3.91%DISNEY WALT CO
Shares13.9K
Event2026-06-30
Filed2026-07-14
MDY
0.15%STATE STR SPDR S&P MIDCAP 40
Shares2.0K
Event2026-06-30
Filed2026-07-14
LOW
-10.41%LOWES COS INC
Shares6.2K
Event2026-06-30
Filed2026-07-14
NEXTERA ENERGY INC
9.42%NEXTERA ENERGY INC
Shares15.3K
Event2026-06-30
Filed2026-07-14
BP
-40.24%BP PLC
Shares36.3K
Event2026-06-30
Filed2026-07-14
CGGR
275.54%CAPITAL GROUP GROWTH ETF
Shares28.9K
Event2026-06-30
Filed2026-07-14
USIG
23.65%ISHARES TR
Shares26.2K
Event2026-06-30
Filed2026-07-14
LUMENTUM HLDGS INC
15.60%LUMENTUM HLDGS INC
Shares1.6K
Event2026-06-30
Filed2026-07-14
SCHW
-6.95%SCHWAB CHARLES CORP
Shares14.8K
Event2026-06-30
Filed2026-07-14
OEF
-13.23%ISHARES TR
Shares3.7K
Event2026-06-30
Filed2026-07-14
VOT
-0.18%VANGUARD INDEX FDS
Shares4.4K
Event2026-06-30
Filed2026-07-14
ASML
14.85%ASML HLDG NV
Shares704
Event2026-06-30
Filed2026-07-14
XLE
21.64%SELECT SECTOR SPDR TR
Shares24.6K
Event2026-06-30
Filed2026-07-14
AMGN
1.73%AMGEN INC
Shares3.7K
Event2026-06-30
Filed2026-07-14
DAL
15.38%DELTA AIR LINES INC
Shares14.1K
Event2026-06-30
Filed2026-07-14
DUK
5.39%DUKE ENERGY CORP NEW
Shares10.2K
Event2026-06-30
Filed2026-07-14
CRM
-4.47%SALESFORCE INC
Shares8.2K
Event2026-06-30
Filed2026-07-14
FLOT
0.16%ISHARES TR
Shares25.4K
Event2026-06-30
Filed2026-07-14
CSX
4.67%CSX CORP
Shares26.7K
Event2026-06-30
Filed2026-07-14
CORO
NewBLACKROCK ETF TRUST
Shares35.1K
Event2026-06-30
Filed2026-07-14
HAL
-3.37%HALLIBURTON CO
Shares37.2K
Event2026-06-30
Filed2026-07-14
OILK
NewPROSHARES TR
Shares26.6K
Event2026-06-30
Filed2026-07-14
USFR
-1.66%WISDOMTREE TR
Shares25.2K
Event2026-06-30
Filed2026-07-14
PIN
8.84%INVESCO INDIA EXCHANGE-TRADE
Shares62.8K
Event2026-06-30
Filed2026-07-14
LHX
0.58%L3HARRIS TECHNOLOGIES INC
Shares4.3K
Event2026-06-30
Filed2026-07-14
TEL
-10.21%TE CONNECTIVITY PLC
Shares6.3K
Event2026-06-30
Filed2026-07-14
FREEPORT MCMORAN INC
19.30%FREEPORT MCMORAN INC
Shares20.2K
Event2026-06-30
Filed2026-07-14
VLUE
10.35%ISHARES TR
Shares6.2K
Event2026-06-30
Filed2026-07-14
DBEM
21.87%DBX ETF TR
Shares30.4K
Event2026-06-30
Filed2026-07-14
UNP
0.38%UNION PAC CORP
Shares4.5K
Event2026-06-30
Filed2026-07-14
VONG
-2.50%VANGUARD SCOTTSDALE FDS
Shares9.7K
Event2026-06-30
Filed2026-07-14
CMI
-16.13%CUMMINS INC
Shares1.8K
Event2026-06-30
Filed2026-07-14
GSLC
NewGOLDMAN SACHS ETF TR
Shares8.6K
Event2026-06-30
Filed2026-07-14
MUB
10.54%ISHARES TR
Shares11.3K
Event2026-06-30
Filed2026-07-14
DDWM
8.18%WISDOMTREE TR
Shares26.2K
Event2026-06-30
Filed2026-07-14
VRTX
3.71%VERTEX PHARMACEUTICALS INC
Shares2.4K
Event2026-06-30
Filed2026-07-14
PULS
13.28%PGIM ETF TR
Shares24.1K
Event2026-06-30
Filed2026-07-14
QTEC
0.00%FIRST TR EXCHANGE-TRADED FD
Shares3.6K
Event2026-06-30
Filed2026-07-14
BLK
-15.05%BLACKROCK INC
Shares1.2K
Event2026-06-30
Filed2026-07-14
USB
1.83%US BANCORP
Shares19.3K
Event2026-06-30
Filed2026-07-14
EMR
5.14%EMERSON ELEC CO
Shares8.3K
Event2026-06-30
Filed2026-07-14
KYN
-2.27%KAYNE ANDERSON ENERGY INFRST
Shares85.2K
Event2026-06-30
Filed2026-07-14
XLV
-14.38%SELECT SECTOR SPDR TR
Shares7.3K
Event2026-06-30
Filed2026-07-14
SDY
2.65%SPDR SERIES TRUST
Shares7.6K
Event2026-06-30
Filed2026-07-14
IDEF
16.05%BLACKROCK ETF TRUST
Shares37.2K
Event2026-06-30
Filed2026-07-14
BLACKROCK ETF TRUST
NewBLACKROCK ETF TRUST
Shares41.3K
Event2026-06-30
Filed2026-07-14
LIN
-10.28%LINDE PLC
Shares2.3K
Event2026-06-30
Filed2026-07-14
PSX
-3.09%PHILLIPS 66
Shares6.6K
Event2026-06-30
Filed2026-07-14
SPTL
11.25%SPDR SERIES TRUST
Shares43.5K
Event2026-06-30
Filed2026-07-14
QEFA
1.69%SPDR INDEX SHS FDS
Shares12.0K
Event2026-06-30
Filed2026-07-14
SCHX
1.09%SCHWAB STRATEGIC TR
Shares39.4K
Event2026-06-30
Filed2026-07-14
IDEV
24.82%ISHARES TR
Shares12.9K
Event2026-06-30
Filed2026-07-14
EEMA
NewISHARES INC
Shares9.9K
Event2026-06-30
Filed2026-07-14
PFF
10.37%ISHARES TR
Shares37.2K
Event2026-06-30
Filed2026-07-14
GEM
NewGOLDMAN SACHS ETF TR
Shares22.0K
Event2026-06-30
Filed2026-07-14
JMBS
-1.61%JANUS DETROIT STR TR
Shares24.6K
Event2026-06-30
Filed2026-07-14
JPIE
NewJ P MORGAN EXCHANGE TRADED F
Shares24.1K
Event2026-06-30
Filed2026-07-14
CRWV
-56.31%COREWEAVE INC
Shares11.5K
Event2026-06-30
Filed2026-07-14
THRO
-32.56%BLACKROCK ETF TRUST
Shares25.4K
Event2026-06-30
Filed2026-07-14
IXN
3.66%ISHARES TR
Shares7.7K
Event2026-06-30
Filed2026-07-14
ISHARES TR
-76.25%ISHARES TR
Shares10.8K
Event2026-06-30
Filed2026-07-14
IWS
9.25%ISHARES TR
Shares6.5K
Event2026-06-30
Filed2026-07-14
SOUTHERN CO
-0.76%SOUTHERN CO
Shares10.9K
Event2026-06-30
Filed2026-07-14
VANECK ETF TRUST
-7.56%VANECK ETF TRUST
Shares13.9K
Event2026-06-30
Filed2026-07-14
PGR
-12.67%PROGRESSIVE CORP
Shares4.8K
Event2026-06-30
Filed2026-07-14
CMCSA
-2.13%COMCAST CORP NEW
Shares42.5K
Event2026-06-30
Filed2026-07-14
UPS
5.48%UNITED PARCEL SVCS INC
Shares9.5K
Event2026-06-30
Filed2026-07-14
SSRM
0.00%SSR MINING IN
Shares36.0K
Event2026-06-30
Filed2026-07-14
COP
9.35%CONOCOPHILLIPS
Shares9.8K
Event2026-06-30
Filed2026-07-14
TPL
0.00%TEXAS PACIFIC LAND CORPORATI
Shares2.4K
Event2026-06-30
Filed2026-07-14
ED
0.13%CONSOLIDATED EDISON INC
Shares8.9K
Event2026-06-30
Filed2026-07-14
COM
-17.50%DIREXION SHARES ETF TRUST
Shares30.7K
Event2026-06-30
Filed2026-07-14
ALIBABA GROUP HLDG LTD
10.95%ALIBABA GROUP HLDG LTD
Shares10.4K
Event2026-06-30
Filed2026-07-14
BLACKROCK ETF TRUST II
NewBLACKROCK ETF TRUST II
Shares19.6K
Event2026-06-30
Filed2026-07-14
IBRX
-5.83%IMMUNITYBIO INC
Shares113.0K
Event2026-06-30
Filed2026-07-14
PLD
6.53%PROLOGIS INC.
Shares7.1K
Event2026-06-30
Filed2026-07-14
NOBL
105.29%PROSHARES TR
Shares17.2K
Event2026-06-30
Filed2026-07-14
QUANTA SVCS INC
-1.46%QUANTA SVCS INC
Shares1.4K
Event2026-06-30
Filed2026-07-14
DVN
108.87%DEVON ENERGY CORP NEW
Shares22.9K
Event2026-06-30
Filed2026-07-14
CI
0.83%THE CIGNA GROUP
Shares3.4K
Event2026-06-30
Filed2026-07-14
HYG
25.53%ISHARES TR
Shares11.9K
Event2026-06-30
Filed2026-07-14
NEM
14.80%NEWMONT CORP
Shares10.0K
Event2026-06-30
Filed2026-07-14
ADI
5.68%ANALOG DEVICES INC
Shares2.4K
Event2026-06-30
Filed2026-07-14
HPE
26.21%HEWLETT PACKARD ENTERPRISE C
Shares20.9K
Event2026-06-30
Filed2026-07-14
LMT
-17.31%LOCKHEED MARTIN CORP
Shares1.8K
Event2026-06-30
Filed2026-07-14
ANET
-5.35%ARISTA NETWORKS INC
Shares5.5K
Event2026-06-30
Filed2026-07-14
MAR
-0.17%MARRIOTT INTL INC NEW
Shares2.4K
Event2026-06-30
Filed2026-07-14
GWW
0.00%WW GRAINGER INC
Shares664
Event2026-06-30
Filed2026-07-14
AVEM
-1.07%AMERICAN CENTY ETF TR
Shares9.4K
Event2026-06-30
Filed2026-07-14
BINV
-0.71%2023 ETF SERIES TRUST
Shares21.0K
Event2026-06-30
Filed2026-07-14
SNOWFLAKE INC
-4.86%SNOWFLAKE INC
Shares3.5K
Event2026-06-30
Filed2026-07-14
BDX
6.01%BECTON DICKINSON & CO
Shares5.7K
Event2026-06-30
Filed2026-07-14
ASTRAZENECA PLC
11.23%ASTRAZENECA PLC
Shares4.6K
Event2026-06-30
Filed2026-07-14
SPHQ
NewINVESCO EXCHANGE TRADED FD T
Shares9.9K
Event2026-06-30
Filed2026-07-14
LNG
0.34%CHENIERE ENERGY INC
Shares3.6K
Event2026-06-30
Filed2026-07-14
VXUS
-16.76%VANGUARD STAR FDS
Shares10.2K
Event2026-06-30
Filed2026-07-14
EMXC
27.66%ISHARES INC
Shares8.6K
Event2026-06-30
Filed2026-07-14
GD
0.08%GENERAL DYNAMICS CORP
Shares2.5K
Event2026-06-30
Filed2026-07-14
DVY
3.31%ISHARES TR
Shares5.5K
Event2026-06-30
Filed2026-07-14
TRAVELERS COMPANIES INC
4.53%TRAVELERS COMPANIES INC
Shares2.6K
Event2026-06-30
Filed2026-07-14
GOLDMAN SACHS ETF TR
NewGOLDMAN SACHS ETF TR
Shares16.8K
Event2026-06-30
Filed2026-07-14
VIG
-7.44%VANGUARD SPECIALIZED FUNDS
Shares3.6K
Event2026-06-30
Filed2026-07-14
ARK ETF TR
-3.89%ARK ETF TR
Shares10.5K
Event2026-06-30
Filed2026-07-14
FBT
-3.65%FIRST TR EXCHANGE-TRADED FD
Shares3.4K
Event2026-06-30
Filed2026-07-14
IWD
5.60%ISHARES TR
Shares3.5K
Event2026-06-30
Filed2026-07-14
GSST
138.57%GOLDMAN SACHS ETF TR
Shares16.7K
Event2026-06-30
Filed2026-07-14
IEF
12.36%ISHARES TR
Shares8.9K
Event2026-06-30
Filed2026-07-14
ABT
-10.29%ABBOTT LABORATORIES
Shares9.0K
Event2026-06-30
Filed2026-07-14
DBMF
NewLITMAN GREGORY FDS TR
Shares27.2K
Event2026-06-30
Filed2026-07-14
CLOUDFLARE INC
9.19%CLOUDFLARE INC
Shares3.4K
Event2026-06-30
Filed2026-07-14
GM
11.20%GENERAL MTRS CO
Shares10.6K
Event2026-06-30
Filed2026-07-14
SCHP
1.69%SCHWAB STRATEGIC TR
Shares30.7K
Event2026-06-30
Filed2026-07-14
SHEL
-3.39%SHELL PLC
Shares10.6K
Event2026-06-30
Filed2026-07-14
PH
-9.85%PARKER-HANNIFIN CORP
Shares842
Event2026-06-30
Filed2026-07-14
VEU
-2.40%VANGUARD INTL EQUITY INDEX F
Shares9.7K
Event2026-06-30
Filed2026-07-14
EWY
-7.15%ISHARES INC
Shares4.1K
Event2026-06-30
Filed2026-07-14
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares4.9K
Event2026-06-30
Filed2026-07-14
VONV
-3.77%VANGUARD SCOTTSDALE FDS
Shares7.5K
Event2026-06-30
Filed2026-07-14
CL
2.86%COLGATE PALMOLIVE CO
Shares8.6K
Event2026-06-30
Filed2026-07-14
VRIG
-59.27%INVESCO ACTIVELY MANAGED EXC
Shares31.7K
Event2026-06-30
Filed2026-07-14
GSIE
NewGOLDMAN SACHS ETF TR
Shares17.3K
Event2026-06-30
Filed2026-07-14
EEM
0.06%ISHARES TR
Shares11.7K
Event2026-06-30
Filed2026-07-14
CEG
54.61%CONSTELLATION ENERGY CORP
Shares3.0K
Event2026-06-30
Filed2026-07-14
PCY
17.55%INVESCO EXCH TRADED FD TR II
Shares35.5K
Event2026-06-30
Filed2026-07-14
NVS
0.91%NOVARTIS AG
Shares4.9K
Event2026-06-30
Filed2026-07-14
J P MORGAN EXCHANGE TRADED F
132.18%J P MORGAN EXCHANGE TRADED F
Shares12.6K
Event2026-06-30
Filed2026-07-14
BINC
-25.30%BLACKROCK ETF TRUST II
Shares14.6K
Event2026-06-30
Filed2026-07-14
NGG
-2.17%NATIONAL GRID PLC
Shares9.1K
Event2026-06-30
Filed2026-07-14
APOLLO GLOBAL MGMT INC
8.14%APOLLO GLOBAL MGMT INC
Shares6.6K
Event2026-06-30
Filed2026-07-14
IQLT
-12.18%ISHARES TR
Shares15.4K
Event2026-06-30
Filed2026-07-14
BTT
-28.87%BLACKROCK MUN TARGET TERM TR
Shares33.3K
Event2026-06-30
Filed2026-07-14
SPLV
-1.25%INVESCO EXCH TRADED FD TR II
Shares9.9K
Event2026-06-30
Filed2026-07-14
CMG
13.07%CHIPOTLE MEXICAN GRILL INC
Shares22.7K
Event2026-06-30
Filed2026-07-14
NOC
-10.97%NORTHROP GRUMMAN CORP
Shares1.5K
Event2026-06-30
Filed2026-07-14
OR
-1.55%OR ROYALTIES INC.
Shares23.4K
Event2026-06-30
Filed2026-07-14
S&P GLOBAL INC
-10.51%S&P GLOBAL INC
Shares1.8K
Event2026-06-30
Filed2026-07-14
BUI
22.52%BLACKROCK UTILS INFRASTRUCTU
Shares25.5K
Event2026-06-30
Filed2026-07-14
BND
1.97%VANGUARD BD INDEX FDS
Shares10.0K
Event2026-06-30
Filed2026-07-14
FLRT
1.84%PACER FDS TR
Shares15.8K
Event2026-06-30
Filed2026-07-14
CDNS
13.94%CADENCE DESIGN SYSTEM INC
Shares2.0K
Event2026-06-30
Filed2026-07-14
BUFR
0.00%FIRST TR EXCHNG TRADED FD VI
Shares20.0K
Event2026-06-30
Filed2026-07-14
PFFA
20.20%ETFIS SER TR I
Shares35.1K
Event2026-06-30
Filed2026-07-14
MCK
2.55%MCKESSON CORP
Shares965
Event2026-06-30
Filed2026-07-14
FPE
6.64%FIRST TR EXCH TRADED FD III
Shares40.2K
Event2026-06-30
Filed2026-07-14
TIP
6.98%ISHARES TR
Shares6.5K
Event2026-06-30
Filed2026-07-14
WELL
0.67%WELLTOWER INC
Shares3.2K
Event2026-06-30
Filed2026-07-14
MEDTRONIC PLC
12.10%MEDTRONIC PLC
Shares8.8K
Event2026-06-30
Filed2026-07-14
ACV
0.18%VIRTUS DIVERSIFIED INCM & CO
Shares25.3K
Event2026-06-30
Filed2026-07-14
PNC
-1.32%PNC FINL SVCS GROUP INC
Shares2.8K
Event2026-06-30
Filed2026-07-14
EWT
-2.61%ISHARES INC
Shares6.6K
Event2026-06-30
Filed2026-07-14
NXXT
133.21%NEXTNRG INC
Shares2.1M
Event2026-06-30
Filed2026-07-14
BLACKROCK ETF TRUST
NewBLACKROCK ETF TRUST
Shares27.5K
Event2026-06-30
Filed2026-07-14
ESGU
0.02%ISHARES TR
Shares4.2K
Event2026-06-30
Filed2026-07-14
FNX
-5.01%FIRST TR EXCHANGE-TRADED ALP
Shares4.7K
Event2026-06-30
Filed2026-07-14
GSC
NewGOLDMAN SACHS ETF TR
Shares10.0K
Event2026-06-30
Filed2026-07-14
XLP
9.38%SELECT SECTOR SPDR TR
Shares8.1K
Event2026-06-30
Filed2026-07-14
DFAC
2.87%DIMENSIONAL ETF TRUST
Shares15.4K
Event2026-06-30
Filed2026-07-14
ROK
-1.55%ROCKWELL AUTOMATION INC
Shares1.4K
Event2026-06-30
Filed2026-07-14
ESGE
3.17%ISHARES INC
Shares12.5K
Event2026-06-30
Filed2026-07-14
NSC
-26.70%NORFOLK SOUTHN CORP
Shares2.1K
Event2026-06-30
Filed2026-07-14
PTMC
-2.75%PACER FDS TR
Shares16.1K
Event2026-06-30
Filed2026-07-14
BE
-37.77%BLOOM ENERGY CORP
Shares2.4K
Event2026-06-30
Filed2026-07-14
SYF
2.83%SYNCHRONY FINANCIAL
Shares8.4K
Event2026-06-30
Filed2026-07-14
GILD
3.08%GILEAD SCIENCES INC
Shares5.2K
Event2026-06-30
Filed2026-07-14
NXP SEMICONDUCTORS N V
6.78%NXP SEMICONDUCTORS N V
Shares2.4K
Event2026-06-30
Filed2026-07-14
FTXL
0.00%FIRST TR EXCHANGE TRADED FD
Shares2.4K
Event2026-06-30
Filed2026-07-14
CAH
34.77%CARDINAL HEALTH INC
Shares2.8K
Event2026-06-30
Filed2026-07-14
AMPX
-4.18%AMPRIUS TECHNOLOGIES INC
Shares48.1K
Event2026-06-30
Filed2026-07-14
SJNK
-1.28%SPDR SERIES TRUST
Shares25.9K
Event2026-06-30
Filed2026-07-14
SUN
-2.86%SUNOCO LP/SUNOCO FIN CORP
Shares9.4K
Event2026-06-30
Filed2026-07-14
TDG
-1.42%TRANSDIGM GROUP INC
Shares485
Event2026-06-30
Filed2026-07-14
URI
22.61%UNITED RENTALS INC
Shares564
Event2026-06-30
Filed2026-07-14
RSPT
0.05%INVESCO EXCHANGE TRADED FD T
Shares10.0K
Event2026-06-30
Filed2026-07-14
BK
1.77%BANK OF NY MELLON CORP
Shares4.4K
Event2026-06-30
Filed2026-07-14
MXL
NewMAXLINEAR INC
Shares5.7K
Event2026-06-30
Filed2026-07-14
ASTS
21.49%AST SPACEMOBILE INC
Shares7.2K
Event2026-06-30
Filed2026-07-14
IBIT
0.28%ISHARES BITCOIN TRUST ETF
Shares18.1K
Event2026-06-30
Filed2026-07-14
KMI
14.06%KINDER MORGAN INC DEL
Shares19.2K
Event2026-06-30
Filed2026-07-14
THC
-1.88%TENET HEALTHCARE CORP
Shares3.2K
Event2026-06-30
Filed2026-07-14
RSG
12.50%REPUBLIC SVCS INC
Shares2.8K
Event2026-06-30
Filed2026-07-14
RILY
50.59%BRC GROUP HOLDINGS INC
Shares73.8K
Event2026-06-30
Filed2026-07-14
SF
-0.79%STIFEL FINL CORP
Shares8.9K
Event2026-06-30
Filed2026-07-14
SHOP
-13.42%SHOPIFY INC
Shares5.3K
Event2026-06-30
Filed2026-07-14
SFNC
0.00%SIMMONS FIRST NATL CORP
Shares26.5K
Event2026-06-30
Filed2026-07-14
PFIX
14.92%SIMPLIFY EXCHANGE TRADED FUN
Shares14.4K
Event2026-06-30
Filed2026-07-14
FTEC
2.89%FIDELITY COVINGTON TRUST
Shares2.1K
Event2026-06-30
Filed2026-07-14
VIOO
0.00%VANGUARD ADMIRAL FDS INC
Shares4.3K
Event2026-06-30
Filed2026-07-14
FLEX
4.84%FLEX LTD
Shares3.7K
Event2026-06-30
Filed2026-07-14
CLOX
-29.95%SERIES PORTFOLIOS TR
Shares22.8K
Event2026-06-30
Filed2026-07-14
ECL
-2.16%ECOLAB INC
Shares2.1K
Event2026-06-30
Filed2026-07-14
SNY
7.55%SANOFI SA
Shares13.3K
Event2026-06-30
Filed2026-07-14
AMT
-1.10%AMERICAN TOWER CORP
Shares3.4K
Event2026-06-30
Filed2026-07-14
ETR
0.16%ENTERGY CORP NEW
Shares5.0K
Event2026-06-30
Filed2026-07-14
NUE
0.32%NUCOR CORP
Shares2.5K
Event2026-06-30
Filed2026-07-14
EVRG
-1.62%EVERGY INC
Shares6.6K
Event2026-06-30
Filed2026-07-14
MET
-3.80%METLIFE INC
Shares6.7K
Event2026-06-30
Filed2026-07-14
GPIX
54.18%GOLDMAN SACHS ETF TR
Shares10.3K
Event2026-06-30
Filed2026-07-14
THQ
10.50%ABRDN HEALTHCARE OPPORTUNITI
Shares30.4K
Event2026-06-30
Filed2026-07-14
ADSK
-4.13%AUTODESK INC
Shares2.9K
Event2026-06-30
Filed2026-07-14
KMB
10.76%KIMBERLY-CLARK CORP
Shares5.1K
Event2026-06-30
Filed2026-07-14
NLR
0.61%VANECK ETF TRUST
Shares4.8K
Event2026-06-30
Filed2026-07-14
STRATEGY INC
20.82%STRATEGY INC
Shares6.0K
Event2026-06-30
Filed2026-07-14
HIG
-0.12%HARTFORD INSURANCE GROUP INC
Shares4.2K
Event2026-06-30
Filed2026-07-14
SPXX
NewNUVEEN S&P 500 DYNAMIC OVERW
Shares30.0K
Event2026-06-30
Filed2026-07-14
ABRDN TOTAL DYNAMIC DIVIDEND
17.15%ABRDN TOTAL DYNAMIC DIVIDEND
Shares52.1K
Event2026-06-30
Filed2026-07-14
TER
4.14%TERADYNE INC
Shares1.2K
Event2026-06-30
Filed2026-07-14
ELV
18.17%ELEVANCE HEALTH INC FORMERLY
Shares1.4K
Event2026-06-30
Filed2026-07-14
ZS
NewZSCALER INC
Shares3.9K
Event2026-06-30
Filed2026-07-14
HWM
-6.05%HOWMET AEROSPACE INC
Shares2.0K
Event2026-06-30
Filed2026-07-14
IGV
-6.63%ISHARES TR
Shares5.9K
Event2026-06-30
Filed2026-07-14
GSY
-10.60%INVESCO ACTIVELY MANAGED EXC
Shares10.6K
Event2026-06-30
Filed2026-07-14
AMCOR PLC
0.14%AMCOR PLC
Shares12.2K
Event2026-06-30
Filed2026-07-14
IXJ
1.02%ISHARES TR
Shares5.3K
Event2026-06-30
Filed2026-07-14
UBS
-2.20%UBS GROUP AG
Shares10.6K
Event2026-06-30
Filed2026-07-14
HII
-6.18%HUNTINGTON INGALLS INDS INC
Shares1.9K
Event2026-06-30
Filed2026-07-14
O
72.86%REALTY INCOME CORP
Shares8.3K
Event2026-06-30
Filed2026-07-14
AEP
17.44%AMERICAN ELEC PWR CO INC
Shares3.8K
Event2026-06-30
Filed2026-07-14
KEY
2.03%KEYCORP
Shares22.5K
Event2026-06-30
Filed2026-07-14
IYF
0.00%ISHARES TR
Shares4.1K
Event2026-06-30
Filed2026-07-14
VTRS
18.86%VIATRIS INC
Shares31.9K
Event2026-06-30
Filed2026-07-14
SHW
-28.46%SHERWIN WILLIAMS CO
Shares1.5K
Event2026-06-30
Filed2026-07-14
MGM
8.08%MGM RESORTS INTERNATIONAL
Shares10.4K
Event2026-06-30
Filed2026-07-14
MNST
-5.07%MONSTER BEVERAGE CORP NEW
Shares5.3K
Event2026-06-30
Filed2026-07-14
PAVE
-4.15%GLOBAL X FDS
Shares8.8K
Event2026-06-30
Filed2026-07-14
RF
7.63%REGIONS FINANCIAL CORP NEW
Shares16.9K
Event2026-06-30
Filed2026-07-14
CRH
2.82%CRH PLC
Shares4.7K
Event2026-06-30
Filed2026-07-14
AAAU
-37.27%GOLDMAN SACHS PHYSICAL GOLD
Shares12.9K
Event2026-06-30
Filed2026-07-14
ENB
0.21%ENBRIDGE INC
Shares9.2K
Event2026-06-30
Filed2026-07-14
FMDE
-0.79%FIDELITY COVINGTON TRUST
Shares12.6K
Event2026-06-30
Filed2026-07-14
BKLN
-7.45%INVESCO EXCH TRADED FD TR II
Shares24.9K
Event2026-06-30
Filed2026-07-14
HDV
430.15%ISHARES TR
Shares18.2K
Event2026-06-30
Filed2026-07-14
BST
0.99%BLACKROCK SCIENCE & TECHNOLO
Shares10.3K
Event2026-06-30
Filed2026-07-14
RDVI
-1.96%FIRST TR EXCHANGE-TRADED FD
Shares17.1K
Event2026-06-30
Filed2026-07-14
TBIL
NewRBB FD INC
Shares10.0K
Event2026-06-30
Filed2026-07-14
SPG
-10.99%SIMON PPTY GROUP INC NEW
Shares2.2K
Event2026-06-30
Filed2026-07-14
VONE
-1.20%VANGUARD SCOTTSDALE FDS
Shares1.5K
Event2026-06-30
Filed2026-07-14
F
0.70%FORD MTR CO
Shares35.3K
Event2026-06-30
Filed2026-07-14
DFAS
0.12%DIMENSIONAL ETF TRUST
Shares6.0K
Event2026-06-30
Filed2026-07-14
WMB
5.12%WILLIAMS COS INC
Shares6.6K
Event2026-06-30
Filed2026-07-14
SFLR
NewINNOVATOR ETFS TRUST
Shares12.9K
Event2026-06-30
Filed2026-07-14
GENEDX HOLDINGS CORP
NewGENEDX HOLDINGS CORP
Shares7.1K
Event2026-06-30
Filed2026-07-14
OKE
0.51%ONEOK INC NEW
Shares5.5K
Event2026-06-30
Filed2026-07-14
KKR
-2.32%KKR & CO INC
Shares5.4K
Event2026-06-30
Filed2026-07-14
SNA
-8.32%SNAP ON INC
Shares1.2K
Event2026-06-30
Filed2026-07-14
SPDR SERIES TRUST
-3.75%SPDR SERIES TRUST
Shares5.5K
Event2026-06-30
Filed2026-07-14
QYLD
1.54%GLOBAL X FDS
Shares26.3K
Event2026-06-30
Filed2026-07-14
EWJ
32.00%ISHARES INC
Shares5.1K
Event2026-06-30
Filed2026-07-14
TTE
9.30%TOTALENERGIES SE
Shares6.1K
Event2026-06-30
Filed2026-07-14
MINT
0.21%PIMCO ETF TR
Shares4.7K
Event2026-06-30
Filed2026-07-14
ADOBE INC
-15.36%ADOBE INC
Shares2.3K
Event2026-06-30
Filed2026-07-14
HOOD
-42.49%ROBINHOOD MKTS INC
Shares4.6K
Event2026-06-30
Filed2026-07-14
AEHR
NewAEHR TEST SYS
Shares5.0K
Event2026-06-30
Filed2026-07-14
CME
-11.80%CME GROUP INC
Shares2.1K
Event2026-06-30
Filed2026-07-14
VLO
16.39%VALERO ENERGY CORP
Shares1.7K
Event2026-06-30
Filed2026-07-14
NBIS
-54.03%NEBIUS GROUP N.V.
Shares1.8K
Event2026-06-30
Filed2026-07-14
IXUS
-1.71%ISHARES TR
Shares4.8K
Event2026-06-30
Filed2026-07-14
WASTE MGMT INC DEL
-24.71%WASTE MGMT INC DEL
Shares2.0K
Event2026-06-30
Filed2026-07-14
HEFA
0.00%ISHARES TR
Shares9.7K
Event2026-06-30
Filed2026-07-14
BIIB
1.45%BIOGEN INC
Shares2.1K
Event2026-06-30
Filed2026-07-14
CIBR
2.98%FIRST TR EXCHANGE-TRADED FD
Shares5.1K
Event2026-06-30
Filed2026-07-14
IONQ INC
NewIONQ INC
Shares8.4K
Event2026-06-30
Filed2026-07-14
HSY
0.62%HERSHEY CO
Shares2.5K
Event2026-06-30
Filed2026-07-14
HLT
17.98%HILTON WORLDWIDE HLDGS INC
Shares1.3K
Event2026-06-30
Filed2026-07-14
VTIP
5.69%VANGUARD MALVERN FDS
Shares8.7K
Event2026-06-30
Filed2026-07-14
VDC
10.60%VANGUARD WORLD FD
Shares1.9K
Event2026-06-30
Filed2026-07-14
IEUR
2.20%ISHARES TR
Shares5.8K
Event2026-06-30
Filed2026-07-14
UL
17.37%UNILEVER PLC
Shares7.0K
Event2026-06-30
Filed2026-07-14
CII
-46.29%BLACKROCK ENHANCED LARGE CAP
Shares16.9K
Event2026-06-30
Filed2026-07-14
Call Option Holdings
AMERICAN AIRLINES GROUP INC Call CallAMERICAN AIRLINES GROUP INC6.0K sharesnew addition2026-06-302026-07-14
NVDA Call
-99.01%NVIDIA CORPORATION
Shares38.2K
Event2026-06-30
Filed2026-07-14
MU Call
0.00%MICRON TECHNOLOGY INC
Shares1.0K
Event2026-06-30
Filed2026-07-14
PALANTIR TECHNOLOGIES INC Call
-98.94%PALANTIR TECHNOLOGIES INC
Shares9.2K
Event2026-06-30
Filed2026-07-14
META PLATFORMS INC Call
-99.07%META PLATFORMS INC
Shares1.4K
Event2026-06-30
Filed2026-07-14
MSFT Call
-95.80%MICROSOFT CORP
Shares2.1K
Event2026-06-30
Filed2026-07-14
WDC Call
-96.67%WESTERN DIGITAL CORP
Shares1.0K
Event2026-06-30
Filed2026-07-14
SNDK Call
-99.00%SANDISK CORP
Shares200
Event2026-06-30
Filed2026-07-14
CROWDSTRIKE HLDGS INC Call
-99.00%CROWDSTRIKE HLDGS INC
Shares500
Event2026-06-30
Filed2026-07-14
SYF Call
-99.00%SYNCHRONY FINANCIAL
Shares4.6K
Event2026-06-30
Filed2026-07-14
AMZN Call
-99.29%AMAZON COM INC
Shares1.5K
Event2026-06-30
Filed2026-07-14
IBM Call
-98.91%INTERNATIONAL BUSINESS MACHS
Shares1.2K
Event2026-06-30
Filed2026-07-14
BROADCOM INC Call
-98.40%BROADCOM INC
Shares800
Event2026-06-30
Filed2026-07-14
PEP Call
-99.47%PEPSICO INC
Shares1.7K
Event2026-06-30
Filed2026-07-14
PG Call
-98.50%PROCTER & GAMBLE CO
Shares1.5K
Event2026-06-30
Filed2026-07-14
AMD Call
-99.60%ADVANCED MICRO DEVICES INC
Shares400
Event2026-06-30
Filed2026-07-14
KMB Call
-97.00%KIMBERLY-CLARK CORP
Shares1.8K
Event2026-06-30
Filed2026-07-14
3M CO Call
-99.00%3M CO
Shares1.0K
Event2026-06-30
Filed2026-07-14
SLVR Call
-99.00%SPROTT FDS TR
Shares2.8K
Event2026-06-30
Filed2026-07-14
IGV Call
NewISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-07-14
CVX Call
-99.00%CHEVRON CORPORATION
Shares708
Event2026-06-30
Filed2026-07-14
PRU Call
-99.00%PRUDENTIAL FINL INC
Shares1.0K
Event2026-06-30
Filed2026-07-14
AMERICAN AIRLINES GROUP INC Call
NewAMERICAN AIRLINES GROUP INC
Shares6.0K
Event2026-06-30
Filed2026-07-14
BJ Call
-96.00%BJS WHSL CLUB HLDGS INC
Shares1.2K
Event2026-06-30
Filed2026-07-14
HD Call
-97.00%HOME DEPOT INC
Shares300
Event2026-06-30
Filed2026-07-14
UNITEDHEALTH GROUP INC Call
-98.33%UNITEDHEALTH GROUP INC
Shares251
Event2026-06-30
Filed2026-07-14
JPMORGAN CHASE & CO Call
-99.00%JPMORGAN CHASE & CO
Shares300
Event2026-06-30
Filed2026-07-14
LEU Call
-99.00%CENTRUS ENERGY CORP
Shares600
Event2026-06-30
Filed2026-07-14
CISCO SYS INC Call
-99.00%CISCO SYS INC
Shares800
Event2026-06-30
Filed2026-07-14
RTX CORPORATION Call
-99.00%RTX CORPORATION
Shares500
Event2026-06-30
Filed2026-07-14
INTC Call
NewINTEL CORP
Shares704
Event2026-06-30
Filed2026-07-14
GOOGL Call
NewALPHABET INC
Shares260
Event2026-06-30
Filed2026-07-14
ORACLE CORP Call
-99.00%ORACLE CORP
Shares600
Event2026-06-30
Filed2026-07-14
GLD Call
-99.00%SPDR GOLD TR
Shares200
Event2026-06-30
Filed2026-07-14
CCL Call
NewCARNIVAL CORP LTD
Shares2.5K
Event2026-06-30
Filed2026-07-14
EXXON MOBIL CORP Call
-99.00%EXXON MOBIL CORP
Shares500
Event2026-06-30
Filed2026-07-14
VST Call
-98.67%VISTRA CORP
Shares400
Event2026-06-30
Filed2026-07-14
DVN Call
-98.33%DEVON ENERGY CORP NEW
Shares1.5K
Event2026-06-30
Filed2026-07-14
DE Call
-99.00%DEERE & CO
Shares100
Event2026-06-30
Filed2026-07-14
HONEYWELL INTL INC Call
NewHONEYWELL INTL INC
Shares250
Event2026-06-30
Filed2026-07-14
SLV Call
-99.62%ISHARES SILVER TR
Shares1.0K
Event2026-06-30
Filed2026-07-14
EWZ Call
-99.00%ISHARES INC
Shares1.5K
Event2026-06-30
Filed2026-07-14
CVS Call
-99.00%CVS HEALTH CORP
Shares500
Event2026-06-30
Filed2026-07-14
JNJ Call
-99.00%JOHNSON & JOHNSON
Shares200
Event2026-06-30
Filed2026-07-14
ABBVIE INC Call
-99.00%ABBVIE INC
Shares200
Event2026-06-30
Filed2026-07-14
SERVICENOW INC Call
NewSERVICENOW INC
Shares500
Event2026-06-30
Filed2026-07-14
ITA Call
-99.00%ISHARES TR
Shares200
Event2026-06-30
Filed2026-07-14
MCD Call
NewMCDONALDS CORP
Shares175
Event2026-06-30
Filed2026-07-14
LRCX Call
NewLAM RESEARCH CORP
Shares100
Event2026-06-30
Filed2026-07-14
XLK Call
NewSELECT SECTOR SPDR TR
Shares200
Event2026-06-30
Filed2026-07-14
NETFLIX INC. Call
-99.00%NETFLIX INC.
Shares500
Event2026-06-30
Filed2026-07-14
AMGN Call
-99.00%AMGEN INC
Shares100
Event2026-06-30
Filed2026-07-14
GOOG Call
-99.00%ALPHABET INC
Shares100
Event2026-06-30
Filed2026-07-14
APH Call
NewAMPHENOL CORP
Shares200
Event2026-06-30
Filed2026-07-14
Q Call
NewQNITY ELECTRONICS INC
Shares200
Event2026-06-30
Filed2026-07-14
UL Call
NewUNILEVER PLC
Shares500
Event2026-06-30
Filed2026-07-14
KVUE Call
-99.00%KENVUE INC
Shares1.5K
Event2026-06-30
Filed2026-07-14
XLE Call
-98.99%SELECT SECTOR SPDR TR
Shares528
Event2026-06-30
Filed2026-07-14
SMCI Call
NewSUPER MICRO COMPUTER INC
Shares1.0K
Event2026-06-30
Filed2026-07-14
KO Call
-99.00%COCA COLA CO
Shares330
Event2026-06-30
Filed2026-07-14
NKE Call
-99.00%NIKE INC
Shares600
Event2026-06-30
Filed2026-07-14
BP Call
-99.50%BP PLC
Shares600
Event2026-06-30
Filed2026-07-14
LYB Call
-99.00%LYONDELLBASELL INDUSTRIES NV
Shares400
Event2026-06-30
Filed2026-07-14
F Call
NewFORD MTR CO
Shares1.5K
Event2026-06-30
Filed2026-07-14
TSN Call
NewTYSON FOODS INC
Shares300
Event2026-06-30
Filed2026-07-14
BMY Call
-99.00%BRISTOL-MYERS SQUIBB CO
Shares300
Event2026-06-30
Filed2026-07-14
AMT Call
-99.00%AMERICAN TOWER CORP
Shares100
Event2026-06-30
Filed2026-07-14
PFE Call
NewPFIZER INC
Shares600
Event2026-06-30
Filed2026-07-14
DOW Call
-99.50%DOW HLDGS INC
Shares500
Event2026-06-30
Filed2026-07-14
SUN Call
-99.80%SUNOCO LP/SUNOCO FIN CORP
Shares200
Event2026-06-30
Filed2026-07-14
VZ Call
NewVERIZON COMMUNICATIONS INC
Shares300
Event2026-06-30
Filed2026-07-14
J Call
NewJACOBS SOLUTIONS INC
Shares100
Event2026-06-30
Filed2026-07-14
T Call
-99.00%AT&T INC
Shares500
Event2026-06-30
Filed2026-07-14
STARWOOD PPTY TR INC Call
-99.00%STARWOOD PPTY TR INC
Shares500
Event2026-06-30
Filed2026-07-14
Put Option Holdings
NVDA Put
-99.04%NVIDIA CORPORATION
Shares68.1K
Event2026-06-30
Filed2026-07-14
LLY Put
-99.03%ELI LILLY & CO
Shares3.1K
Event2026-06-30
Filed2026-07-14
META PLATFORMS INC Put
-99.00%META PLATFORMS INC
Shares600
Event2026-06-30
Filed2026-07-14
ORACLE CORP Put
NewORACLE CORP
Shares2.0K
Event2026-06-30
Filed2026-07-14
MRVL Put
NewMARVELL TECHNOLOGY INC
Shares1.0K
Event2026-06-30
Filed2026-07-14
AMD Put
-99.00%ADVANCED MICRO DEVICES INC
Shares100
Event2026-06-30
Filed2026-07-14
BBAI Put
-99.01%BIGBEAR AI HLDGS INC
Shares8.1K
Event2026-06-30
Filed2026-07-14
TSN Put
NewTYSON FOODS INC
Shares300
Event2026-06-30
Filed2026-07-14
VZ Put
NewVERIZON COMMUNICATIONS INC
Shares300
Event2026-06-30
Filed2026-07-14
APLD Put
-99.75%APPLIED DIGITAL CORP
Shares3
Event2026-06-30
Filed2026-07-14