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The Analysis of Bank of New Hampshire's Holdings & P&L

Currently, Bank of New Hampshire holds 537 types of securities in its portfolio with a total value $479.2M. In the most recent quarter, they have increased their positions in VO (+105.3K shares, valued at $8.5M), VGT (+63.0K shares, valued at $7.5M), JBND (+47.4K shares, valued at $2.5M); decreased their positions in AMD (-2.3K shares, valued at $1.4M), N/A (-9.9K shares, valued at $1.3M), N/A (-1.7K shares, valued at $1.3M); initiated new positions in JBL (+3.3K shares, valued at $1.3M), CRUS (+7.5K shares, valued at $1.1M), N/A (+893 shares, valued at $199.8K).

1M P&L

+13.5M+3.77%

3M P&L

+17.9M+5.05%

HY P&L

-60.3M-13.98%

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/A156.5M

40.1%

2Semiconductors23.3M

6.0%

3Consumer Electronics19.8M

5.1%

Top Industries by Stock Count

1N/A160 stocks

34.1%

2Specialty Industrial Machinery11 stocks

2.3%

3Aerospace & Defense11 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

iShares Core S&P 500 ETF iShares Core S&P 500 ETF31.1K shares9.62%2026-06-302026-07-14

AAPL Apple Inc68.3K shares-2.34%2026-06-302026-07-14

GLD SPDR Gold Shares ETF40.8K shares-2.00%2026-06-302026-07-14

GOOGL Alphabet Inc CL A40.7K shares-6.05%2026-06-302026-07-14

VO Vanguard Mid Cap ETF143.5K shares275.07%2026-06-302026-07-14

VOO Vanguard S&P 500 ETF16.1K shares-1.06%2026-06-302026-07-14

MSFT Microsoft Corp29.1K shares-1.87%2026-06-302026-07-14

VGT Vanguard Information Technology ETF71.9K shares709.28%2026-06-302026-07-14

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GVI iShares Intermediate Government/Credit Bond ETF80.3K shares-9.63%2026-06-302026-07-14

JPMorgan Chase & Co JPMorgan Chase & Co25.4K shares-1.97%2026-06-302026-07-14

DFIV Dimensional International Value ETF152.5K shares10.39%2026-06-302026-07-14

NVDA Nvidia Corp39.1K shares-12.17%2026-06-302026-07-14

State Street SPDR S&P 500 ETF Trust State Street SPDR S&P 500 ETF Trust10.2K shares-14.14%2026-06-302026-07-14

VEA Vanguard Ftse Developed Markets ETF102.3K shares1.14%2026-06-302026-07-14

TJX TJX Cos Inc New47.4K shares-1.16%2026-06-302026-07-14

MU Micron Technology Inc6.2K shares-6.51%2026-06-302026-07-14

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AMZN Amazon Com Inc29.0K shares-2.60%2026-06-302026-07-14

BRK.B Berkshire Hathaway Inc Del12.2K shares-3.87%2026-06-302026-07-14

AVUV Avantis US Small Cap Value ETF45.1K shares16.88%2026-06-302026-07-14

SCHI Schwab 5 -10 Year Corporate Bond ETF247.3K shares5.18%2026-06-302026-07-14

VWO Vanguard Ftse Emerging Markets ETF88.5K shares2.45%2026-06-302026-07-14

MDY State Street SPDR S&P Midcap 400 ETF Trust7.5K shares-12.02%2026-06-302026-07-14

Costco Whsl Corp New Costco Whsl Corp New5.4K shares-1.68%2026-06-302026-07-14

CASY Caseys Gen Stores Inc6.4K shares-18.87%2026-06-302026-07-14

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GOOG Alphabet Inc CL C14.3K shares-3.59%2026-06-302026-07-14

WMT Walmart Inc43.7K shares-1.57%2026-06-302026-07-14

Broadcom Inc Broadcom Inc12.7K shares-3.85%2026-06-302026-07-14

JBND JP Morgan Active Bond ETF86.4K shares121.42%2026-06-302026-07-14

SYK Stryker Corp14.6K shares-2.93%2026-06-302026-07-14

CAH Cardinal Health Inc19.0K shares-1.36%2026-06-302026-07-14

AMD Advanced Micro Devices Inc7.6K shares-23.44%2026-06-302026-07-14

Applied Matls Inc Applied Matls Inc6.0K shares-10.37%2026-06-302026-07-14

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ORLY O Reilly Automotive Inc New46.0K shares-3.57%2026-06-302026-07-14

GE General Electric Aerospace11.2K shares2.56%2026-06-302026-07-14

QQQM Invesco Nasdaq 100 ETF12.6K shares0.82%2026-06-302026-07-14

JNJ Johnson & Johnson14.7K shares-0.68%2026-06-302026-07-14

Abbvie Inc Abbvie Inc14.8K shares-1.82%2026-06-302026-07-14

UPS United Parcel Service Inc34.5K shares0.00%2026-06-302026-07-14

JLL Jones Lang Lasalle Inc11.7K shares4.39%2026-06-302026-07-14

URI United Rentals Inc3.2K shares1.40%2026-06-302026-07-14

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RL Ralph Lauren Corp8.9K shares0.36%2026-06-302026-07-14

IJH iShares Core S&P Midcap ETF46.0K shares-6.76%2026-06-302026-07-14

ETN Eaton Corp PLC ADR8.2K shares1.65%2026-06-302026-07-14

Exxon Mobil Corp Exxon Mobil Corp25.1K shares-28.20%2026-06-302026-07-14

Live Nation Entertainment Inc Live Nation Entertainment Inc18.2K shares-1.01%2026-06-302026-07-14

ADP Automatic Data Processing Inc14.0K shares-0.77%2026-06-302026-07-14

TOTL State Street Doubleline Total Return Tactical ETF77.6K shares80.27%2026-06-302026-07-14

BAC Bank Amer Corp53.6K shares-0.36%2026-06-302026-07-14

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IBM International Business Machines10.6K shares0.33%2026-06-302026-07-14

VEU Vanguard Ftse All World EX US ETF35.3K shares-7.73%2026-06-302026-07-14

LOW Lowes Cos Inc12.7K shares-1.03%2026-06-302026-07-14

SMOT VanEck Morningstar SMID Moat ETF71.6K shares129.75%2026-06-302026-07-14

AXP American Express Co8.2K shares1.33%2026-06-302026-07-14

PHG Koninklijke Philips N.V. ADR101.2K shares2.43%2026-06-302026-07-14

TT Trane Technologies PLC ADR5.5K shares-3.16%2026-06-302026-07-14

Palantir Technologies Inc CL A Palantir Technologies Inc CL A22.3K shares8.39%2026-06-302026-07-14

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GLW Corning Inc10.1K shares-1.20%2026-06-302026-07-14

XLE State Street Energy Select Sector SPDR ETF48.3K shares-2.34%2026-06-302026-07-14

XLK State StreetTechnology Select Sector SPDR ETF13.4K shares0.00%2026-06-302026-07-14

Meta Platforms Inc Meta Platforms Inc4.5K shares-0.77%2026-06-302026-07-14

ASML ASML Holding NV ADR1.2K shares-8.69%2026-06-302026-07-14

FN Fabrinet ADR4.3K shares-10.99%2026-06-302026-07-14

PG Procter and Gamble Co15.7K shares-1.07%2026-06-302026-07-14

BRK.A Berkshire Hathaway Inc Ord Shs CL A3 shares0.00%2026-06-302026-07-14

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Cisco Sys Inc Cisco Sys Inc18.9K shares-1.12%2026-06-302026-07-14

CEG Constellation Energy Corp9.0K shares0.86%2026-06-302026-07-14

MTG MGIC Investment Corp78.3K shares2.13%2026-06-302026-07-14

JPST JPMorgan Ultra-Short Income ETF42.6K shares-28.63%2026-06-302026-07-14

ANET Arista Networks Inc12.2K shares3.28%2026-06-302026-07-14

EFA iShares MSCI EAFE ETF19.8K shares-10.95%2026-06-302026-07-14

AFL AFLAC Inc16.7K shares-2.14%2026-06-302026-07-14

Travelers Companies Inc Travelers Companies Inc5.8K shares7.53%2026-06-302026-07-14

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NTAP NetApp Inc12.2K shares-4.39%2026-06-302026-07-14

VIOG Vanguard S&P Small-Cap 600 Growth ETF11.4K shares-11.78%2026-06-302026-07-14

RJF Raymond James Financial Inc11.2K shares-3.08%2026-06-302026-07-14

SHOP Shopify Inc ADR14.5K shares10.29%2026-06-302026-07-14

XLB State Street Materials Select Sector SPDR ETF31.9K shares3.73%2026-06-302026-07-14

Oracle Corp Oracle Corp10.7K shares-2.16%2026-06-302026-07-14

Ares Capital Corp Ares Capital Corp84.1K shares5.56%2026-06-302026-07-14

RTX Corp RTX Corp8.0K shares0.50%2026-06-302026-07-14

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Waste Mgmt Inc Del Waste Mgmt Inc Del6.6K shares-5.44%2026-06-302026-07-14

XBI State Street SPDR S&P Biotech ETF8.7K shares10750.00%2026-06-302026-07-14

CTAS Cintas Corp7.7K shares-3.80%2026-06-302026-07-14

P Everpure Inc.16.6K shares13.68%2026-06-302026-07-14

PM Philip Morris Intl Inc7.1K shares0.00%2026-06-302026-07-14

JBL Jabil Inc3.3K sharesnew addition2026-06-302026-07-14

IBDW iShares iBonds Dec 2031 Term Corporate ETF61.4K shares0.00%2026-06-302026-07-14

ICE Intercontinental Exchange Inc10.2K shares-43.73%2026-06-302026-07-14

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GEV General Electric Vernova Inc1.1K shares1.15%2026-06-302026-07-14

Servicenow Inc Servicenow Inc12.5K shares46.77%2026-06-302026-07-14

TXN Texas Instrs Inc4.1K shares0.00%2026-06-302026-07-14

IWF iShares Russell 1000 Growth ETF9.9K shares290.11%2026-06-302026-07-14

IBDV iShares iBonds Dec 2030 Term Corporate ETF53.4K shares0.19%2026-06-302026-07-14

MCD McDonalds Corp4.3K shares0.00%2026-06-302026-07-14

CRUS Cirrus Logic, Inc.7.5K sharesnew addition2026-06-302026-07-14

VUG Vanguard Growth ETF12.8K shares324.88%2026-06-302026-07-14

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MRK Merck & Co Inc8.5K shares-0.99%2026-06-302026-07-14

SF Stifel Financial Corp.15.2K shares1.68%2026-06-302026-07-14

MS Morgan Stanley5.0K shares-1.56%2026-06-302026-07-14

Vanguard Total Stk Mkt ETF Vanguard Total Stk Mkt ETF2.8K shares-1.05%2026-06-302026-07-14

GS Goldman Sachs Group Inc1.0K shares235.41%2026-06-302026-07-14

HD Home Depot Inc2.9K shares-28.09%2026-06-302026-07-14

VISA Inc VISA Inc2.9K shares-7.33%2026-06-302026-07-14

SCHD Schwab US Dividend Equity ETF30.8K shares2.33%2026-06-302026-07-14

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TMO Thermo Fisher Scientific Inc1.9K shares0.00%2026-06-302026-07-14

IBDU iShares iBonds Dec 2029 Term Corporate ETF41.3K shares-5.27%2026-06-302026-07-14

ITW Illinois Tool WKS Inc3.5K shares-1.54%2026-06-302026-07-14

KO Coca Cola Co11.6K shares-4.73%2026-06-302026-07-14

EEM iShares MSCI Emerging Markets ETF13.7K shares-1.68%2026-06-302026-07-14

IVW iShares S&P 500 Growth ETF6.8K shares-3.18%2026-06-302026-07-14

CCJ Cameco Corp ADR8.8K shares-0.62%2026-06-302026-07-14

SUSA iShares ESG Optimized MSCI USA ETF5.8K shares0.00%2026-06-302026-07-14

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IWM iShares Russell 2000 ETF2.9K shares0.00%2026-06-302026-07-14

CVX Chevron Corp New5.2K shares-56.91%2026-06-302026-07-14

PEP PepsiCo Inc6.3K shares-1.38%2026-06-302026-07-14

ABT Abbott Labs9.2K shares0.00%2026-06-302026-07-14

DUK Duke Energy Corp New6.2K shares-1.22%2026-06-302026-07-14

LECO Lincoln Elec Hldgs Inc2.8K shares-0.67%2026-06-302026-07-14

QCOM Qualcomm Inc4.0K shares0.00%2026-06-302026-07-14

VOOG Vanguard S&P 500 Growth ETF9.0K shares452.28%2026-06-302026-07-14

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VB Vanguard Small Cap ETF2.4K shares-0.95%2026-06-302026-07-14

LLY Lilly Eli & Co605 shares2.37%2026-06-302026-07-14

CME CME Group Inc3.2K shares0.00%2026-06-302026-07-14

BND Vanguard Total Bond Market ETF9.4K shares0.47%2026-06-302026-07-14

VCSH Vanguard Short Term Corporate Bond ETF8.7K shares-9.42%2026-06-302026-07-14

CAT Caterpillar Inc Del623 shares0.00%2026-06-302026-07-14

DHR Danaher Corp Del3.4K shares-5.38%2026-06-302026-07-14

IBDS iShares iBonds Dec 2027 Term Corporate ETF24.6K shares-23.92%2026-06-302026-07-14

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SPGP Invesco S&P 500 Garp ETF4.7K shares-4.81%2026-06-302026-07-14

Microchip Technology Inc Microchip Technology Inc6.2K shares0.00%2026-06-302026-07-14

Nextera Energy Inc Nextera Energy Inc6.4K shares-1.08%2026-06-302026-07-14

Chubb Limited ADR Chubb Limited ADR1.6K shares0.00%2026-06-302026-07-14

BIV Vanguard Intermediate-Term Bond ETF7.3K shares4.71%2026-06-302026-07-14

DVY iShares Select Dividend ETF3.5K shares0.00%2026-06-302026-07-14

UNP Union Pac Corp1.9K shares0.00%2026-06-302026-07-14

GWW Grainger W W Inc388 shares-9.35%2026-06-302026-07-14

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VZ Verizon Communications Inc12.4K shares-3.37%2026-06-302026-07-14

AVIG Avantis Core Fixed Income ETF12.4K shares0.00%2026-06-302026-07-14

ALL Allstate Corp2.1K shares0.00%2026-06-302026-07-14

QQQ Invesco QQQ Trust Series 1676 shares-0.15%2026-06-302026-07-14

GD General Dynamics Corp1.4K shares1.63%2026-06-302026-07-14

AMGN Amgen Inc1.3K shares-0.82%2026-06-302026-07-14

Crowdstrike Holdings Inc Ordinary Shares - Class A Crowdstrike Holdings Inc Ordinary Shares - Class A631 shares-23.14%2026-06-302026-07-14

INTC Intel Corp3.4K shares29.57%2026-06-302026-07-14

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NSC Norfolk Southern Corp1.5K shares0.00%2026-06-302026-07-14

AJG Arthur Gallagher Co2.0K shares0.00%2026-06-302026-07-14

RSP Invesco S&P 500 Equal Weight ETF2.1K shares-0.91%2026-06-302026-07-14

DELL Dell Technologies Inc CL C1.0K shares13.45%2026-06-302026-07-14

Jazz Pharmaceuticals PLC ADR Jazz Pharmaceuticals PLC ADR1.8K shares6.91%2026-06-302026-07-14

Southern Co Southern Co4.5K shares-2.28%2026-06-302026-07-14

COP ConocoPhillips4.1K shares1.86%2026-06-302026-07-14

IGM iShares Expanded Tech Sector ETF2.6K shares0.00%2026-06-302026-07-14

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NVT Nvent Electric PLC ADR2.4K shares0.00%2026-06-302026-07-14

BMY Bristol Myers Squibb Co7.0K shares-0.14%2026-06-302026-07-14

LMT Lockheed Martin Corp780 shares-10.14%2026-06-302026-07-14

WMB Williams Cos Inc Del5.3K shares-0.08%2026-06-302026-07-14

CI The Cigna Group1.3K shares-0.07%2026-06-302026-07-14

AMG Affiliated Managers Group1.1K shares-0.09%2026-06-302026-07-14

TD Toronto Dominion BK Ont ADR3.0K shares0.00%2026-06-302026-07-14

XSD State Street SPDR S&P Semiconductor ETF583 shares-3.64%2026-06-302026-07-14

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UAL United Airlines Holdings Inc2.7K shares17.61%2026-06-302026-07-14

ET Energy Transfer LP18.8K shares14.76%2026-06-302026-07-14

IVE iShares S&P 500 Value ETF1.5K shares-6.08%2026-06-302026-07-14

VTV Vanguard Value ETF1.6K shares-2.22%2026-06-302026-07-14

DIVB Ishares Trust Core Dividend Etf5.6K shares91.17%2026-06-302026-07-14

IBDT iShares iBonds Dec 2028 Term Corporate ETF13.4K shares-3.25%2026-06-302026-07-14

IJR iShares Core S&P Small Cap ETF2.3K shares0.00%2026-06-302026-07-14

IBB iShares Biotechnology ETF1.8K shares-8.54%2026-06-302026-07-14

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EPD Enterprise Prods Partners L P9.0K shares-5.22%2026-06-302026-07-14

JEPI J.P. Morgan Equity Premium Income ETF5.9K shares-10.62%2026-06-302026-07-14

BLK Blackrock FDG Inc344 shares-16.91%2026-06-302026-07-14

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF2.9K shares38.91%2026-06-302026-07-14

IBDX iShares iBonds Dec 2032 Term Corporate ETF12.4K shares3.33%2026-06-302026-07-14

HIG The Hartford Insurance Group Inc2.3K shares-15.55%2026-06-302026-07-14

XLV State Street Health Care Select Sector SPDR ETF1.9K shares0.00%2026-06-302026-07-14

INGR Ingredion Inc3.2K shares-12.86%2026-06-302026-07-14

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XLG Invesco S&P 500 Top 50 ETF4.9K shares-10.42%2026-06-302026-07-14

EMR Emerson Elec Co2.1K shares-2.80%2026-06-302026-07-14

CL Colgate Palmolive Co3.2K shares-0.61%2026-06-302026-07-14

Quanta Svcs Inc Quanta Svcs Inc406 shares0.00%2026-06-302026-07-14

UTHR United Therapeutics Corp Del526 shares13.85%2026-06-302026-07-14

BKR Baker Hughes Company5.1K shares0.00%2026-06-302026-07-14

MRVL Marvell Technology Inc934 shares25.03%2026-06-302026-07-14

EXC Exelon Corp5.8K shares-13.29%2026-06-302026-07-14

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BG Bunge Global SA ADR2.4K shares8.79%2026-06-302026-07-14

PSX Phillips 661.5K shares-2.26%2026-06-302026-07-14

VRT Vertiv Holdings Co763 shares10.58%2026-06-302026-07-14

TSLA Tesla Inc606 shares-3.04%2026-06-302026-07-14

VLO Valero Energy Corp New964 shares0.00%2026-06-302026-07-14

BHP BHP Group LTD ADR3.0K shares0.00%2026-06-302026-07-14

HCA HCA Healthcare Inc625 shares0.00%2026-06-302026-07-14

MMC Marsh1.4K shares0.00%2026-06-302026-07-14

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Adobe Sys Inc Adobe Sys Inc1.1K shares4.17%2026-06-302026-07-14

MO Altria Group Inc2.9K shares-4.62%2026-06-302026-07-14

EMXC iShares MSCI Emerging Markets EX China ETF2.1K shares0.00%2026-06-302026-07-14

FDN First Trust Dow Jones Internet Index Fund ETF790 shares0.00%2026-06-302026-07-14

Honeywell International Inc Honeywell International Inc893 sharesnew addition2026-06-302026-07-14

Honeywell Aerospace Inc Honeywell Aerospace Inc893 sharesnew addition2026-06-302026-07-14

WAL Western Alliance Bancorp2.4K shares17.40%2026-06-302026-07-14

FALN iShares Fallen Angels USD Bond ETF7.1K shares0.00%2026-06-302026-07-14

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SPDR Gold MiniShares Trust ETF SPDR Gold MiniShares Trust ETF2.4K shares157.97%2026-06-302026-07-14

SCHM Schwab Strategic Tr US Mid Cap ETF5.1K shares0.00%2026-06-302026-07-14

PNR Pentair PLC ADR2.4K shares0.00%2026-06-302026-07-14

T AT&T Inc8.9K shares-8.32%2026-06-302026-07-14

ESGU iShares Tr ESG Aware MSCI USA ETF1.1K shares-17.05%2026-06-302026-07-14

GILD Gilead Sciences Inc1.4K shares0.00%2026-06-302026-07-14

PRU Prudential Finl Inc1.6K shares0.00%2026-06-302026-07-14

DEMZ Advisors Inner Circle Fund Iii Democratic Large Cap Core Etf3.6K shares0.00%2026-06-302026-07-14

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State Street Utilities Select Sector SPDR ETF State Street Utilities Select Sector SPDR ETF3.8K shares74.40%2026-06-302026-07-14

BDX Becton Dickinson & Co1.1K shares-1.31%2026-06-302026-07-14

KGC Kinross Gold Corp. ADR7.2K shares0.00%2026-06-302026-07-14

HBAN Huntington Bancshares Inc9.5K shares-0.01%2026-06-302026-07-14

DAL Delta Air Lines Inc Del Com New1.8K shares0.00%2026-06-302026-07-14

SIG Signet Jewelers Ltd ADR1.9K shares0.00%2026-06-302026-07-14

ENB Enbridge Inc ADR3.1K shares0.00%2026-06-302026-07-14

SVIX Volatility Shares 1x Short VIX Futures ETF7.0K shares130.58%2026-06-302026-07-14

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iShares Tr Core MSCI Eafe iShares Tr Core MSCI Eafe1.7K shares91.18%2026-06-302026-07-14

AVDV Avantis International Small Cap Value ETF1.6K shares0.00%2026-06-302026-07-14

iShares Core US Aggregate Bond ETF iShares Core US Aggregate Bond ETF1.6K shares-1.81%2026-06-302026-07-14

NGG National Grid PLC New ADR1.9K shares0.00%2026-06-302026-07-14

SCHA Schwab US Small-Cap ETF4.2K shares0.00%2026-06-302026-07-14

NUE Nucor Corp675 shares0.00%2026-06-302026-07-14

VALE Vale SA-SP ADR9.6K shares0.00%2026-06-302026-07-14

JSCP JPMorgan Short Duration Core Plus ETF3.1K shares515.00%2026-06-302026-07-14

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AVSC Avantis US Small Cap Equity ETF2.0K shares0.00%2026-06-302026-07-14

AVDE Avantis International Equity ETF1.6K shares0.00%2026-06-302026-07-14

CARR Carrier Global Corporation2.0K shares0.00%2026-06-302026-07-14

OC Owens Corning900 shares0.00%2026-06-302026-07-14

C Citigroup Inc991 shares15.50%2026-06-302026-07-14

EWJ iShares MSCI Japan ETF1.5K shares0.00%2026-06-302026-07-14

TFI State Street SPDR Nuveen ICE Municipal Bond ETF3.0K shares0.00%2026-06-302026-07-14

RY Royal Bank of Canada660 shares-25.17%2026-06-302026-07-14

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DBEF X-Trackers MSCI Eafe Hdgd Equity ETF2.5K shares-43.87%2026-06-302026-07-14

MELI Mercadolibre Inc80 shares-10.11%2026-06-302026-07-14

MLN Vaneck Long Muni ETF7.6K sharesnew addition2026-06-302026-07-14

ACMR ACM Research Inc1.1K shares48.32%2026-06-302026-07-14

VOOV Vanguard S&P 500 Value ETF595 shares0.00%2026-06-302026-07-14

Freeport-McMoran Inc Freeport-McMoran Inc2.0K shares0.00%2026-06-302026-07-14

DIS Disney Walt Co1.3K shares-13.11%2026-06-302026-07-14

SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF5.4K sharesnew addition2026-06-302026-07-14

Sponsored

XLC Communication Services Select Sector SPDR ETF1.2K shares-33.50%2026-06-302026-07-14

GM General Motors Co1.6K shares8.44%2026-06-302026-07-14

BSX Boston Scientific Corp2.8K shares-87.16%2026-06-302026-07-14

MCK McKesson Corp159 shares25.20%2026-06-302026-07-14

Mastercard Incorporated Mastercard Incorporated233 shares-4.51%2026-06-302026-07-14

LNG Cheniere Energy Inc500 shares0.00%2026-06-302026-07-14

MKC McCormick & Co Inc2.4K shares0.00%2026-06-302026-07-14

STAG Stag Indl Inc3.1K shares0.00%2026-06-302026-07-14

Sponsored

NRG NRG Energy Inc790 shares17.91%2026-06-302026-07-14

IRM Iron Mountain Inc New910 shares0.00%2026-06-302026-07-14

XLP State Street Consumer Staples Select Sector SPDR ETF1.4K shares0.00%2026-06-302026-07-14

VanEck Gold Miners ETF VanEck Gold Miners ETF1.5K shares-14.29%2026-06-302026-07-14

VTR Ventas Inc1.3K shares0.00%2026-06-302026-07-14

LDOS Leidos Holdings Inc1.1K shares14.07%2026-06-302026-07-14

BCS Barclays PLC3.9K shares0.00%2026-06-302026-07-14

DCI Donaldson Co Inc1.1K shares-2.21%2026-06-302026-07-14

Sponsored

WFC Wells Fargo & Co New1.2K shares0.00%2026-06-302026-07-14

MSI Motorola Solutions Inc241 shares0.00%2026-06-302026-07-14

UnitedHealth Group Inc UnitedHealth Group Inc240 shares-0.83%2026-06-302026-07-14

SYF Synchrony Financial1.3K shares8.54%2026-06-302026-07-14

CDE Coeur Mining Inc.6.0K shares0.00%2026-06-302026-07-14

SYY Sysco Corp1.2K shares-0.17%2026-06-302026-07-14

IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF3.8K shares-20.96%2026-06-302026-07-14

CSX CSX Corp2.0K sharesnew addition2026-06-302026-07-14

Sponsored

HL Hecla Mining Co.6.1K shares0.00%2026-06-302026-07-14

CHKP Check Point Software Technologies LTD ADR709 shares0.00%2026-06-302026-07-14

YUM Yum Brands Inc580 shares0.00%2026-06-302026-07-14

XYZ Block Inc1.2K shares0.00%2026-06-302026-07-14

KMB Kimberly Clark Corp785 shares-25.17%2026-06-302026-07-14

PSA Public Storage270 shares0.00%2026-06-302026-07-14

XLI State Street Industrial Select Sector SPDR ETF463 shares0.00%2026-06-302026-07-14

VYM Vanguard High Dividend Yield ETF532 shares0.00%2026-06-302026-07-14

Sponsored

ECG Everus Constr Group Inc505 shares0.00%2026-06-302026-07-14

NEM Newmont Corporation891 shares0.00%2026-06-302026-07-14

RKLB Rocket Lab Corp.797 shares114.25%2026-06-302026-07-14

GEHC GE Healthcare Holding LLC1.3K shares0.00%2026-06-302026-07-14

CLX Clorox Co Del835 shares-32.39%2026-06-302026-07-14

DLN Wisdomtree U.S. Large Cap Dividend Fund ETF810 shares0.00%2026-06-302026-07-14

BSCW Invesco Bulletshares 2032 Corporate Bond ETF3.8K shares0.00%2026-06-302026-07-14

Akamai Technologies Inc Akamai Technologies Inc659 shares0.00%2026-06-302026-07-14

Sponsored

LIN Linde PLC ADR150 shares0.00%2026-06-302026-07-14

ICF iShares Select U.S Reit ETF1.1K shares0.00%2026-06-302026-07-14

SNDK Sandisk Corp34 sharesnew addition2026-06-302026-07-14

FEZ SPDR EURO Stoxx 50 ETF1.1K shares-8.85%2026-06-302026-07-14

MPC Marathon Pete Corp300 shares0.00%2026-06-302026-07-14

3M Co 3M Co472 shares-18.62%2026-06-302026-07-14

Corteva Inc Corteva Inc894 shares0.00%2026-06-302026-07-14

PGR Progressive Corp Ohio345 shares0.00%2026-06-302026-07-14

Sponsored

IWP iShares Russell Mid Cap Growth ETF512 shares0.00%2026-06-302026-07-14

BX Blackstone Inc635 shares0.00%2026-06-302026-07-14

CTSH Cognizant Technology Solutions1.9K shares0.00%2026-06-302026-07-14

FBIN Fortune Brands Innovations Inc1.3K shares0.00%2026-06-302026-07-14

SCHF Schwab International Equity ETF2.6K shares0.00%2026-06-302026-07-14

IBDR iShares iBonds Dec 2026 Term Corporate ETF3.0K shares-69.77%2026-06-302026-07-14

PGX Invesco Preferred ETF6.7K shares0.00%2026-06-302026-07-14

DSI iShares ESG MSCI KLD 400 ETF510 shares0.00%2026-06-302026-07-14

Sponsored

IR Ingersoll Rand Inc868 shares-54.72%2026-06-302026-07-14

USB US Bancorp Del1.2K shares-3.30%2026-06-302026-07-14

Space Exploration Technologies Corp. - Class A Space Exploration Technologies Corp. - Class A400 sharesnew addition2026-06-302026-07-14

O Realty Income Corp1.1K shares0.00%2026-06-302026-07-14

BK Bank New York Mellon Corp443 shares0.00%2026-06-302026-07-14

UTG Reaves Utility Income Closed End Fund1.6K shares0.00%2026-06-302026-07-14

TPLC Timothy Plan US Large/Mid Cap Core ETF1.3K shares0.00%2026-06-302026-07-14

NVG Nuveen AMT Free Municipal Credit Income Fund (Closed end)4.9K shares0.00%2026-06-302026-07-14

Sponsored

Allegion PLC/ADR Allegion PLC/ADR448 shares0.00%2026-06-302026-07-14

IXUS iShares Core MSCI Total International Stock ETF651 shares0.00%2026-06-302026-07-14

MET Metlife Inc731 shares0.00%2026-06-302026-07-14

SHEL Shell PLC ADR791 shares0.00%2026-06-302026-07-14

Medtronic PLC ADR Medtronic PLC ADR782 shares0.00%2026-06-302026-07-14

XEL XCEL Energy Inc760 shares-38.16%2026-06-302026-07-14

OKE Oneok Inc New699 shares-0.14%2026-06-302026-07-14

HYG iShares iBoxx $ High Yield Corporate Bond ETF755 shares0.00%2026-06-302026-07-14

Sponsored

PAAS Pan American Silver Corp ADR1.3K shares0.00%2026-06-302026-07-14

DAR Darling International Inc1.1K sharesnew addition2026-06-302026-07-14

COF Capital One Finl Corp293 shares0.00%2026-06-302026-07-14

APD Air Prods & Chems Inc200 shares0.00%2026-06-302026-07-14

CQQQ Invesco China Technology ETF996 shares28.19%2026-06-302026-07-14

HXL Hexcel Corp New563 shares0.00%2026-06-302026-07-14

CMCSA Comcast Corp New2.3K shares-6.07%2026-06-302026-07-14

HII Huntington Ingalls Inds Inc200 shares48.15%2026-06-302026-07-14

Sponsored

IWR iShares Russell Mid Cap ETF500 shares0.00%2026-06-302026-07-14

TPHD Timothy Plan High Dividend Stock ETF1.3K shares0.00%2026-06-302026-07-14

VUSB Vanguard Group, Inc. Ultra-Short Bond ETF1.0K shares31.09%2026-06-302026-07-14

SCHP Schwab U.S. Tips ETF1.9K shares30.01%2026-06-302026-07-14

PDO Pimco Dynamic Income Opportunities Fund (Closed end)3.7K shares0.00%2026-06-302026-07-14

AEM Agnico Eagle Mines Ltd ADR314 shares0.00%2026-06-302026-07-14

NKE Nike Inc1.2K shares0.00%2026-06-302026-07-14

RRX Regal Rexnord Corporation200 shares0.00%2026-06-302026-07-14

Sponsored

PAVE Global X US Infrastructure Development ETF800 shares0.00%2026-06-302026-07-14

VT Vanguard Total World Stock ETF300 shares0.00%2026-06-302026-07-14

IP Intl Paper Co1.2K shares0.00%2026-06-302026-07-14

VOT Vanguard Mid Cap Growth ETF145 shares-80.54%2026-06-302026-07-14

SHY iShares 1-3 Year Treasury Bond ETF538 shares0.00%2026-06-302026-07-14

IPAY Amplify Digital Payments ETF956 shares0.00%2026-06-302026-07-14

AVEM Avantis Emerging Markets Equity ETF447 shares28.82%2026-06-302026-07-14

KNF Knife River Corp505 shares0.00%2026-06-302026-07-14

Sponsored

SJM Smucker J M Co375 shares0.00%2026-06-302026-07-14

OTIS Otis Worldwide Corporation579 shares0.00%2026-06-302026-07-14

WELL Welltower Inc182 shares0.00%2026-06-302026-07-14

PTY Pimco Corporate & Income Opportunity Fund (Closed end)3.4K shares0.00%2026-06-302026-07-14

IBDY iShares iBonds Dec 2033 Term Corporate ETF1.6K shares166.67%2026-06-302026-07-14

VCRB Vanguard Core Bond ETF525 sharesnew addition2026-06-302026-07-14

SKYY First Trust Cloud Computing ETF300 shares0.00%2026-06-302026-07-14

MUB iShares Muni Bond ETF372 sharesnew addition2026-06-302026-07-14

Sponsored

NVS Novartis A G ADR255 shares0.00%2026-06-302026-07-14

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF753 shares0.00%2026-06-302026-07-14

IBIT iShares Bitcoin Trust ETF1.2K shares0.00%2026-06-302026-07-14

UTEN F/M US Treasury 10 Year Note ETF900 sharesnew addition2026-06-302026-07-14

CFG Citizens Financial Group550 shares0.00%2026-06-302026-07-14

AMPX Amprius Technologies Inc2.7K shares53.10%2026-06-302026-07-14

TXT Textron Inc413 shares0.00%2026-06-302026-07-14

Agilent Technologies Inc Agilent Technologies Inc285 shares0.00%2026-06-302026-07-14

Sponsored

SRE Sempra Energy400 shares0.00%2026-06-302026-07-14

Dominos Pizza Inc Dominos Pizza Inc125 shares0.00%2026-06-302026-07-14

WAT Waters Corp98 shares-12.50%2026-06-302026-07-14

CRM Salesforce, Inc.225 shares-1.75%2026-06-302026-07-14

ALK Alaska Air Group Inc672 sharesnew addition2026-06-302026-07-14

IWS iShares Russell Mid Cap Value ETF213 shares0.00%2026-06-302026-07-14

KTOS Kratos Defense & Security Solutions Inc.688 shares0.00%2026-06-302026-07-14

CMI Cummins Inc48 shares0.00%2026-06-302026-07-14

Sponsored

GPN Global Paymets Inc467 sharesnew addition2026-06-302026-07-14

FI Fiserv Inc685 shares0.00%2026-06-302026-07-14

KWEB KraneShares CSI China Internet ETF1.3K shares29.99%2026-06-302026-07-14

CMG Chipotle Mexican Grill Inc950 shares0.00%2026-06-302026-07-14

ARKX Ark Space Exploration & Innovation ETF941 sharesnew addition2026-06-302026-07-14

PLD Prologis Inc236 shares0.00%2026-06-302026-07-14

MFC Manulife Finl Corp ADR786 shares-83.39%2026-06-302026-07-14

BUFR First Trust Exchange-Traded Fund Viii Ft Vest Laddered Buffer Etf870 shares0.00%2026-06-302026-07-14

Sponsored

VDE Vanguard Energy ETF210 shares0.00%2026-06-302026-07-14

VXUS Vanguard Total International Stock ETF358 shares-5.54%2026-06-302026-07-14

MDU MDU RES Group Inc1.4K shares-29.70%2026-06-302026-07-14

Shift4 Payments Inc Shift4 Payments Inc617 shares-70.55%2026-06-302026-07-14

THG Hanover Ins Group Inc140 shares0.00%2026-06-302026-07-14

IXC iShares Global Energy ETF600 shares0.00%2026-06-302026-07-14

Dexcom Inc Dexcom Inc432 shares-39.24%2026-06-302026-07-14

BP BP PLC ADR785 shares0.00%2026-06-302026-07-14

Sponsored

QUS State Street SPDR MSCI USA Strategic Factors SM ETF155 shares0.00%2026-06-302026-07-14

AEP American Electric Power Co205 shares0.00%2026-06-302026-07-14

AVES Avantis Emerging Markets Value ETF423 shares0.00%2026-06-302026-07-14

JHMM John Hancock Multifactor Mid Cap ETF368 shares0.00%2026-06-302026-07-14

Netflix Com Netflix Com380 shares0.00%2026-06-302026-07-14

AMX America Movil S/A ADR1.0K shares60.46%2026-06-302026-07-14

BKNG Booking Hldgs Inc150 shares2400.00%2026-06-302026-07-14

GMED Globus Medical Inc337 shares0.00%2026-06-302026-07-14

Sponsored

S&P Global Inc S&P Global Inc65 shares0.00%2026-06-302026-07-14

FITB Fifth Third Bancorp466 shares0.00%2026-06-302026-07-14

RIO Rio Tinto PLC Spon ADR275 shares0.00%2026-06-302026-07-14

URNM Sprott Uranium Miners ETF496 shares-14.04%2026-06-302026-07-14

ROBO Robo Global Robotics & Automation Index ETF304 shares0.00%2026-06-302026-07-14

PYPL PayPal Hldgs Inc603 shares-23.38%2026-06-302026-07-14

FRMI Fermi Inc2.8K sharesnew addition2026-06-302026-07-14

ECL Ecolab Inc90 shares0.00%2026-06-302026-07-14

Sponsored

TROW Price T Rowe Group Inc220 shares0.00%2026-06-302026-07-14

BSV Vanguard Short Term Bond ETF320 shares0.00%2026-06-302026-07-14

PHYS Sprott Physical Gold Trust800 shares0.00%2026-06-302026-07-14

FICO Fair Isaac Corp20 shares0.00%2026-06-302026-07-14

NI Nisource Inc500 shares0.00%2026-06-302026-07-14

WEC WEC Energy Group Inc200 shares0.00%2026-06-302026-07-14

IBMO iShares iBonds Dec 2026 Term Muni Bond ETF905 shares-52.49%2026-06-302026-07-14

AMT American Tower Corp New140 shares0.00%2026-06-302026-07-14

Sponsored

IJT iShares S&P Small Cap 600 Growth ETF128 shares0.00%2026-06-302026-07-14

PLNT Planet Fitness Inc437 shares616.39%2026-06-302026-07-14

TM Toyota Motor Corp Spon ADR135 shares0.00%2026-06-302026-07-14

Q Qnity Electronics Inc138 sharesnew addition2026-06-302026-07-14

DVN Devon Energy Corp New541 sharesnew addition2026-06-302026-07-14

PNFP Pinnacle Financial Partners Inc.221 sharesnew addition2026-06-302026-07-14

ALB Albemarle Corp164 shares0.00%2026-06-302026-07-14

XNTK State Street SPDR NYSE Technology ETF56 shares0.00%2026-06-302026-07-14

Sponsored

BA Boeing Co100 shares0.00%2026-06-302026-07-14

IEMG iShares Core MSCI Emerging Markets ETF260 shares0.00%2026-06-302026-07-14

AOS A.O. Smith Corporation320 shares0.00%2026-06-302026-07-14

EXR Extra Space Storage Inc138 shares0.00%2026-06-302026-07-14

Ascendis Pharma ADR Ascendis Pharma ADR72 sharesnew addition2026-06-302026-07-14

Suncor Energy Inc New ADR Suncor Energy Inc New ADR350 shares0.00%2026-06-302026-07-14

ASPI Asp Isotopes Inc3.0K shares0.00%2026-06-302026-07-14

IBTM iShares iBonds Dec 2032 Term Treasury ETF800 shares0.00%2026-06-302026-07-14

Sponsored

SOFI Sofi Technologies Inc1.0K shares0.00%2026-06-302026-07-14

VPU Vanguard Utilities ETF90 shares0.00%2026-06-302026-07-14

SBUX Starbucks Corp171 shares0.00%2026-06-302026-07-14

NUBD NuShares ESG U.S. Aggregate Bond ETF780 shares0.00%2026-06-302026-07-14

Dupont DE Nemours Inc Dupont DE Nemours Inc126 sharesnew addition2026-06-302026-07-14

DVA Davita Inc75 shares0.00%2026-06-302026-07-14

CUBE CubeSmart415 shares0.00%2026-06-302026-07-14

ACLS Axcelis Technologies Inc87 shares-51.40%2026-06-302026-07-14

Sponsored

SOLS Solstice Advanced Materials Inc186 shares-11.85%2026-06-302026-07-14

Centerpoint Energy Inc Centerpoint Energy Inc367 shares0.00%2026-06-302026-07-14

LULU Lululemon Athletica Inc.140 sharesnew addition2026-06-302026-07-14

AZO Autozone Inc5 shares0.00%2026-06-302026-07-14

SHW Sherwin Williams Co45 shares0.00%2026-06-302026-07-14

EVRG Evergy Inc179 shares0.00%2026-06-302026-07-14

Archer Aviation Inc - Class A Archer Aviation Inc - Class A3.2K shares0.00%2026-06-302026-07-14

AON AON PLC ADR45 shares0.00%2026-06-302026-07-14

Sponsored

MP MP Materials Corp265 shares0.00%2026-06-302026-07-14

XYL Xylem Inc124 shares0.00%2026-06-302026-07-14

WTRG Essential Utilities Inc375 shares0.00%2026-06-302026-07-14

RF Regions Financial Corp470 shares0.00%2026-06-302026-07-14

CF CF Inds Hldgs Inc130 shares0.00%2026-06-302026-07-14

XLRE State Street Real Estate Select Sector SPDR ETF300 shares0.00%2026-06-302026-07-14

VGSR Vert Global Sustainable Real Estate ETF1.2K shares0.00%2026-06-302026-07-14

TGT Target Corp100 shares0.00%2026-06-302026-07-14

Sponsored

VIG Vanguard Dividend Appreciation ETF55 shares-51.33%2026-06-302026-07-14

HYD VanEck High Yield Muni ETF250 shares0.00%2026-06-302026-07-14

AMRX Amneal Pharmaceuticals Inc711 shares-54.36%2026-06-302026-07-14

LVHI Franklin Intl Low Volatility High Div Index ETF300 shares0.00%2026-06-302026-07-14

IHAK iShares Cybersecurity and Tech ETF200 shares0.00%2026-06-302026-07-14

DES Wisdomtree U.S. Smallcap Dividend ETF290 shares-70.71%2026-06-302026-07-14

VTRS Viatris Inc723 shares-76.56%2026-06-302026-07-14

BTT Blackrock Municipal 2030 Target Term Trust (Closed end)500 shares0.00%2026-06-302026-07-14

Sponsored

BLDR Builders Firstsource Inc127 shares-51.89%2026-06-302026-07-14

ICVT iShares Convertible Bond ETF93 shares0.00%2026-06-302026-07-14

NLY Annaly Cap Mgmt Inc500 shares0.00%2026-06-302026-07-14

TLN Talen Energy Corp29 shares-72.90%2026-06-302026-07-14

ED Consolidated Edison Inc100 shares-43.18%2026-06-302026-07-14

FDX FedEx Corp35 shares-23.91%2026-06-302026-07-14

FLRN State Street SPDR Bloomberg Investment Grade Floating Rate ETF350 shares0.00%2026-06-302026-07-14

ZBH Zimmer Biomet Hldgs Inc125 shares0.00%2026-06-302026-07-14

Sponsored

GCT GigaCloud Technology Inc ADR340 shares-51.64%2026-06-302026-07-14

AllianceBernstein Holding L.P. AllianceBernstein Holding L.P.300 shares0.00%2026-06-302026-07-14

TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund435 shares0.00%2026-06-302026-07-14

MTCH Match Group Inc.260 shares-51.67%2026-06-302026-07-14

TEVA Teva Pharmaceutical Inds LTD282 sharesnew addition2026-06-302026-07-14

HTGC Hercules Capital Inc600 shares0.00%2026-06-302026-07-14

AIG American Intl Group Inc125 shares0.00%2026-06-302026-07-14

HYS Pimco 0-5 Year High Yield Corporate Bond Index ETF99 shares0.00%2026-06-302026-07-14

Sponsored

LEU Centrus Energy Corp - Class A55 sharesnew addition2026-06-302026-07-14

VST Vistra Corp56 shares-75.33%2026-06-302026-07-14

Arch Capital Group Ltd ADR Arch Capital Group Ltd ADR91 shares-62.40%2026-06-302026-07-14

LHX L3Harris Technologies Inc30 sharesnew addition2026-06-302026-07-14

CVCO Cavco Industries Inc14 shares-53.33%2026-06-302026-07-14

SNY Sanofi-Aventis ADR200 shares-82.62%2026-06-302026-07-14

SFM Sprouts Fmrs Mkt Inc100 shares0.00%2026-06-302026-07-14

HROW Harrow Inc190 shares-51.78%2026-06-302026-07-14

Sponsored

HRMY Harmony Biosciences Holdings Inc218 sharesnew addition2026-06-302026-07-14

Tema Etf Trust Space Innovators Tema Etf Trust Space Innovators255 sharesnew addition2026-06-302026-07-14

ETR Entergy Corp New66 shares0.00%2026-06-302026-07-14

Dominion Energy Inc Dominion Energy Inc110 shares-97.11%2026-06-302026-07-14

ORI Old Republic International Corp.183 shares-57.74%2026-06-302026-07-14

REGN Regeneron Pharmaceuticals Inc12 shares-50.00%2026-06-302026-07-14

MOD Modine Manufacturing Co.28 sharesnew addition2026-06-302026-07-14

RMM Rivernorth Mngd Duration Muni Income Fund500 shares0.00%2026-06-302026-07-14

Sponsored

SIRI Sirius Xm Holdings Inc250 shares0.00%2026-06-302026-07-14

THC Tenet Healthcare Corp.39 shares-81.78%2026-06-302026-07-14

ISTB iShares Core 1-5 Year US Bond ETF150 shares0.00%2026-06-302026-07-14

IJS iShares S&P Small Cap 600 Value ETF52 shares0.00%2026-06-302026-07-14

ENSG Ensign Group Inc42 shares-54.35%2026-06-302026-07-14

TDG Transdigm Group Incorporated5 shares-64.29%2026-06-302026-07-14

JNK State Street SPDR Bloomberg High Yield Bond ETF66 shares0.00%2026-06-302026-07-14

VCR Vanguard Consumer Discretionary ETF15 shares0.00%2026-06-302026-07-14

Sponsored

CLMB Climb Global Solutions Inc240 shares-51.61%2026-06-302026-07-14

OBDC Blue Owl Capital Corp500 shares0.00%2026-06-302026-07-14

GPC Genuine Parts Co45 shares0.00%2026-06-302026-07-14

F Ford Motor Co Del377 shares-0.26%2026-06-302026-07-14

INTU Intuit Inc20 shares0.00%2026-06-302026-07-14

ROOT Root Inc90 shares-51.61%2026-06-302026-07-14

ENR Energizer Hldgs Inc New217 shares0.00%2026-06-302026-07-14

Strategy Inc Class A Strategy Inc Class A50 shares0.00%2026-06-302026-07-14

Sponsored

BIIB Biogen Inc20 shares0.00%2026-06-302026-07-14

MBC MBC Inc400 shares0.00%2026-06-302026-07-14

FANG Diamondback Energy Inc23 sharesnew addition2026-06-302026-07-14

DSGX Descartes Systems Group Inc ADR58 shares-51.67%2026-06-302026-07-14

iShares Core S&P 500 ETF

9.62%

Shares31.1K

Event2026-06-30

Filed2026-07-14

AAPL

Apple Inc

-2.34%

Shares68.3K

Event2026-06-30

Filed2026-07-14

GLD

SPDR Gold Shares ETF

-2.00%

Shares40.8K

Event2026-06-30

Filed2026-07-14

GOOGL

Alphabet Inc CL A

-6.05%

Shares40.7K

Event2026-06-30

Filed2026-07-14

Vanguard Mid Cap ETF

275.07%

Shares143.5K

Event2026-06-30

Filed2026-07-14

VOO

Vanguard S&P 500 ETF

-1.06%

Shares16.1K

Event2026-06-30

Filed2026-07-14

MSFT

Microsoft Corp

-1.87%

Shares29.1K

Event2026-06-30

Filed2026-07-14

VGT

Vanguard Information Technology ETF

709.28%

Shares71.9K

Event2026-06-30

Filed2026-07-14

GVI

iShares Intermediate Government/Credit Bond ETF

-9.63%

Shares80.3K

Event2026-06-30

Filed2026-07-14

JPMorgan Chase & Co

-1.97%

Shares25.4K

Event2026-06-30

Filed2026-07-14

DFIV

Dimensional International Value ETF

10.39%

Shares152.5K

Event2026-06-30

Filed2026-07-14

NVDA

Nvidia Corp

-12.17%

Shares39.1K

Event2026-06-30

Filed2026-07-14

State Street SPDR S&P 500 ETF Trust

-14.14%

Shares10.2K

Event2026-06-30

Filed2026-07-14

VEA

Vanguard Ftse Developed Markets ETF

1.14%

Shares102.3K

Event2026-06-30

Filed2026-07-14

TJX

TJX Cos Inc New

-1.16%

Shares47.4K

Event2026-06-30

Filed2026-07-14

Micron Technology Inc

-6.51%

Shares6.2K

Event2026-06-30

Filed2026-07-14

AMZN

Amazon Com Inc

-2.60%

Shares29.0K

Event2026-06-30

Filed2026-07-14

BRK.B

Berkshire Hathaway Inc Del

-3.87%

Shares12.2K

Event2026-06-30

Filed2026-07-14

AVUV

Avantis US Small Cap Value ETF

16.88%

Shares45.1K

Event2026-06-30

Filed2026-07-14

SCHI

Schwab 5 -10 Year Corporate Bond ETF

5.18%

Shares247.3K

Event2026-06-30

Filed2026-07-14

VWO

Vanguard Ftse Emerging Markets ETF

2.45%

Shares88.5K

Event2026-06-30

Filed2026-07-14

MDY

State Street SPDR S&P Midcap 400 ETF Trust

-12.02%

Shares7.5K

Event2026-06-30

Filed2026-07-14

Costco Whsl Corp New

-1.68%

Shares5.4K

Event2026-06-30

Filed2026-07-14

CASY

Caseys Gen Stores Inc

-18.87%

Shares6.4K

Event2026-06-30

Filed2026-07-14

GOOG

Alphabet Inc CL C

-3.59%

Shares14.3K

Event2026-06-30

Filed2026-07-14

WMT

Walmart Inc

-1.57%

Shares43.7K

Event2026-06-30

Filed2026-07-14

Broadcom Inc

-3.85%

Shares12.7K

Event2026-06-30

Filed2026-07-14

JBND

JP Morgan Active Bond ETF

121.42%

Shares86.4K

Event2026-06-30

Filed2026-07-14

SYK

Stryker Corp

-2.93%

Shares14.6K

Event2026-06-30

Filed2026-07-14

CAH

Cardinal Health Inc

-1.36%

Shares19.0K

Event2026-06-30

Filed2026-07-14

AMD

Advanced Micro Devices Inc

-23.44%

Shares7.6K

Event2026-06-30

Filed2026-07-14

Applied Matls Inc

-10.37%

Shares6.0K

Event2026-06-30

Filed2026-07-14

ORLY

O Reilly Automotive Inc New

-3.57%

Shares46.0K

Event2026-06-30

Filed2026-07-14

General Electric Aerospace

2.56%

Shares11.2K

Event2026-06-30

Filed2026-07-14

QQQM

Invesco Nasdaq 100 ETF

0.82%

Shares12.6K

Event2026-06-30

Filed2026-07-14

JNJ

Johnson & Johnson

-0.68%

Shares14.7K

Event2026-06-30

Filed2026-07-14

Abbvie Inc

-1.82%

Shares14.8K

Event2026-06-30

Filed2026-07-14

UPS

United Parcel Service Inc

0.00%

Shares34.5K

Event2026-06-30

Filed2026-07-14

JLL

Jones Lang Lasalle Inc

4.39%

Shares11.7K

Event2026-06-30

Filed2026-07-14

URI

United Rentals Inc

1.40%

Shares3.2K

Event2026-06-30

Filed2026-07-14

Ralph Lauren Corp

0.36%

Shares8.9K

Event2026-06-30

Filed2026-07-14

IJH

iShares Core S&P Midcap ETF

-6.76%

Shares46.0K

Event2026-06-30

Filed2026-07-14

ETN

Eaton Corp PLC ADR

1.65%

Shares8.2K

Event2026-06-30

Filed2026-07-14

Exxon Mobil Corp

-28.20%

Shares25.1K

Event2026-06-30

Filed2026-07-14

Live Nation Entertainment Inc

-1.01%

Shares18.2K

Event2026-06-30

Filed2026-07-14

ADP

Automatic Data Processing Inc

-0.77%

Shares14.0K

Event2026-06-30

Filed2026-07-14

TOTL

State Street Doubleline Total Return Tactical ETF

80.27%

Shares77.6K

Event2026-06-30

Filed2026-07-14

BAC

Bank Amer Corp

-0.36%

Shares53.6K

Event2026-06-30

Filed2026-07-14

IBM

International Business Machines

0.33%

Shares10.6K

Event2026-06-30

Filed2026-07-14

VEU

Vanguard Ftse All World EX US ETF

-7.73%

Shares35.3K

Event2026-06-30

Filed2026-07-14

LOW

Lowes Cos Inc

-1.03%

Shares12.7K

Event2026-06-30

Filed2026-07-14

SMOT

VanEck Morningstar SMID Moat ETF

129.75%

Shares71.6K

Event2026-06-30

Filed2026-07-14

AXP

American Express Co

1.33%

Shares8.2K

Event2026-06-30

Filed2026-07-14

PHG

Koninklijke Philips N.V. ADR

2.43%

Shares101.2K

Event2026-06-30

Filed2026-07-14

Trane Technologies PLC ADR

-3.16%

Shares5.5K

Event2026-06-30

Filed2026-07-14

Palantir Technologies Inc CL A

8.39%

Shares22.3K

Event2026-06-30

Filed2026-07-14

GLW

Corning Inc

-1.20%

Shares10.1K

Event2026-06-30

Filed2026-07-14

XLE

State Street Energy Select Sector SPDR ETF

-2.34%

Shares48.3K

Event2026-06-30

Filed2026-07-14

XLK

State StreetTechnology Select Sector SPDR ETF

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-14

Meta Platforms Inc

-0.77%

Shares4.5K

Event2026-06-30

Filed2026-07-14

ASML

ASML Holding NV ADR

-8.69%

Shares1.2K

Event2026-06-30

Filed2026-07-14

Fabrinet ADR

-10.99%

Shares4.3K

Event2026-06-30

Filed2026-07-14

Procter and Gamble Co

-1.07%

Shares15.7K

Event2026-06-30

Filed2026-07-14

BRK.A

Berkshire Hathaway Inc Ord Shs CL A

0.00%

Shares3

Event2026-06-30

Filed2026-07-14

Cisco Sys Inc

-1.12%

Shares18.9K

Event2026-06-30

Filed2026-07-14

CEG

Constellation Energy Corp

0.86%

Shares9.0K

Event2026-06-30

Filed2026-07-14

MTG

MGIC Investment Corp

2.13%

Shares78.3K

Event2026-06-30

Filed2026-07-14

JPST

JPMorgan Ultra-Short Income ETF

-28.63%

Shares42.6K

Event2026-06-30

Filed2026-07-14

ANET

Arista Networks Inc

3.28%

Shares12.2K

Event2026-06-30

Filed2026-07-14

EFA

iShares MSCI EAFE ETF

-10.95%

Shares19.8K

Event2026-06-30

Filed2026-07-14

AFL

AFLAC Inc

-2.14%

Shares16.7K

Event2026-06-30

Filed2026-07-14

Travelers Companies Inc

7.53%

Shares5.8K

Event2026-06-30

Filed2026-07-14

NTAP

NetApp Inc

-4.39%

Shares12.2K

Event2026-06-30

Filed2026-07-14

VIOG

Vanguard S&P Small-Cap 600 Growth ETF

-11.78%

Shares11.4K

Event2026-06-30

Filed2026-07-14

RJF

Raymond James Financial Inc

-3.08%

Shares11.2K

Event2026-06-30

Filed2026-07-14

SHOP

Shopify Inc ADR

10.29%

Shares14.5K

Event2026-06-30

Filed2026-07-14

XLB

State Street Materials Select Sector SPDR ETF

3.73%

Shares31.9K

Event2026-06-30

Filed2026-07-14

Oracle Corp

-2.16%

Shares10.7K

Event2026-06-30

Filed2026-07-14

Ares Capital Corp

5.56%

Shares84.1K

Event2026-06-30

Filed2026-07-14

RTX Corp

0.50%

Shares8.0K

Event2026-06-30

Filed2026-07-14

Waste Mgmt Inc Del

-5.44%

Shares6.6K

Event2026-06-30

Filed2026-07-14

XBI

State Street SPDR S&P Biotech ETF

10750.00%

Shares8.7K

Event2026-06-30

Filed2026-07-14

CTAS

Cintas Corp

-3.80%

Shares7.7K

Event2026-06-30

Filed2026-07-14

Everpure Inc.

13.68%

Shares16.6K

Event2026-06-30

Filed2026-07-14

Philip Morris Intl Inc

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-14

JBL

Jabil Inc

New

Shares3.3K

Event2026-06-30

Filed2026-07-14

IBDW

iShares iBonds Dec 2031 Term Corporate ETF

0.00%

Shares61.4K

Event2026-06-30

Filed2026-07-14

ICE

Intercontinental Exchange Inc

-43.73%

Shares10.2K

Event2026-06-30

Filed2026-07-14

GEV

General Electric Vernova Inc

1.15%

Shares1.1K

Event2026-06-30

Filed2026-07-14

Servicenow Inc

46.77%

Shares12.5K

Event2026-06-30

Filed2026-07-14

TXN

Texas Instrs Inc

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-14

IWF

iShares Russell 1000 Growth ETF

290.11%

Shares9.9K

Event2026-06-30

Filed2026-07-14

IBDV

iShares iBonds Dec 2030 Term Corporate ETF

0.19%

Shares53.4K

Event2026-06-30

Filed2026-07-14

MCD

McDonalds Corp

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-14

CRUS

Cirrus Logic, Inc.

New

Shares7.5K

Event2026-06-30

Filed2026-07-14

VUG

Vanguard Growth ETF

324.88%

Shares12.8K

Event2026-06-30

Filed2026-07-14

MRK

Merck & Co Inc

-0.99%

Shares8.5K

Event2026-06-30

Filed2026-07-14

Stifel Financial Corp.

1.68%

Shares15.2K

Event2026-06-30

Filed2026-07-14

Morgan Stanley

-1.56%

Shares5.0K

Event2026-06-30

Filed2026-07-14

Vanguard Total Stk Mkt ETF

-1.05%

Shares2.8K

Event2026-06-30

Filed2026-07-14

Goldman Sachs Group Inc

235.41%

Shares1.0K

Event2026-06-30

Filed2026-07-14

Home Depot Inc

-28.09%

Shares2.9K

Event2026-06-30

Filed2026-07-14

VISA Inc

-7.33%

Shares2.9K

Event2026-06-30

Filed2026-07-14

SCHD

Schwab US Dividend Equity ETF

2.33%

Shares30.8K

Event2026-06-30

Filed2026-07-14

TMO

Thermo Fisher Scientific Inc

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

IBDU

iShares iBonds Dec 2029 Term Corporate ETF

-5.27%

Shares41.3K

Event2026-06-30

Filed2026-07-14

ITW

Illinois Tool WKS Inc

-1.54%

Shares3.5K

Event2026-06-30

Filed2026-07-14

Coca Cola Co

-4.73%

Shares11.6K

Event2026-06-30

Filed2026-07-14

EEM

iShares MSCI Emerging Markets ETF

-1.68%

Shares13.7K

Event2026-06-30

Filed2026-07-14

IVW

iShares S&P 500 Growth ETF

-3.18%

Shares6.8K

Event2026-06-30

Filed2026-07-14

CCJ

Cameco Corp ADR

-0.62%

Shares8.8K

Event2026-06-30

Filed2026-07-14

SUSA

iShares ESG Optimized MSCI USA ETF

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-14

IWM

iShares Russell 2000 ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-14

CVX

Chevron Corp New

-56.91%

Shares5.2K

Event2026-06-30

Filed2026-07-14

PEP

PepsiCo Inc

-1.38%

Shares6.3K

Event2026-06-30

Filed2026-07-14

ABT

Abbott Labs

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-14

DUK

Duke Energy Corp New

-1.22%

Shares6.2K

Event2026-06-30

Filed2026-07-14

LECO

Lincoln Elec Hldgs Inc

-0.67%

Shares2.8K

Event2026-06-30

Filed2026-07-14

QCOM

Qualcomm Inc

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-14

VOOG

Vanguard S&P 500 Growth ETF

452.28%

Shares9.0K

Event2026-06-30

Filed2026-07-14

Vanguard Small Cap ETF

-0.95%

Shares2.4K

Event2026-06-30

Filed2026-07-14

LLY

Lilly Eli & Co

2.37%

Shares605

Event2026-06-30

Filed2026-07-14

CME

CME Group Inc

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-14

BND

Vanguard Total Bond Market ETF

0.47%

Shares9.4K

Event2026-06-30

Filed2026-07-14

VCSH

Vanguard Short Term Corporate Bond ETF

-9.42%

Shares8.7K

Event2026-06-30

Filed2026-07-14

CAT

Caterpillar Inc Del

0.00%

Shares623

Event2026-06-30

Filed2026-07-14

DHR

Danaher Corp Del

-5.38%

Shares3.4K

Event2026-06-30

Filed2026-07-14

IBDS

iShares iBonds Dec 2027 Term Corporate ETF

-23.92%

Shares24.6K

Event2026-06-30

Filed2026-07-14

SPGP

Invesco S&P 500 Garp ETF

-4.81%

Shares4.7K

Event2026-06-30

Filed2026-07-14

Microchip Technology Inc

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-14

Nextera Energy Inc

-1.08%

Shares6.4K

Event2026-06-30

Filed2026-07-14

Chubb Limited ADR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

BIV

Vanguard Intermediate-Term Bond ETF

4.71%

Shares7.3K

Event2026-06-30

Filed2026-07-14

DVY

iShares Select Dividend ETF

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-14

UNP

Union Pac Corp

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

GWW

Grainger W W Inc

-9.35%

Shares388

Event2026-06-30

Filed2026-07-14

Verizon Communications Inc

-3.37%

Shares12.4K

Event2026-06-30

Filed2026-07-14

AVIG

Avantis Core Fixed Income ETF

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-14

ALL

Allstate Corp

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-14

QQQ

Invesco QQQ Trust Series 1

-0.15%

Shares676

Event2026-06-30

Filed2026-07-14

General Dynamics Corp

1.63%

Shares1.4K

Event2026-06-30

Filed2026-07-14

AMGN

Amgen Inc

-0.82%

Shares1.3K

Event2026-06-30

Filed2026-07-14

Crowdstrike Holdings Inc Ordinary Shares - Class A

-23.14%

Shares631

Event2026-06-30

Filed2026-07-14

INTC

Intel Corp

29.57%

Shares3.4K

Event2026-06-30

Filed2026-07-14

NSC

Norfolk Southern Corp

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

AJG

Arthur Gallagher Co

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

RSP

Invesco S&P 500 Equal Weight ETF

-0.91%

Shares2.1K

Event2026-06-30

Filed2026-07-14

DELL

Dell Technologies Inc CL C

13.45%

Shares1.0K

Event2026-06-30

Filed2026-07-14

Jazz Pharmaceuticals PLC ADR

6.91%

Shares1.8K

Event2026-06-30

Filed2026-07-14

Southern Co

-2.28%

Shares4.5K

Event2026-06-30

Filed2026-07-14

COP

ConocoPhillips

1.86%

Shares4.1K

Event2026-06-30

Filed2026-07-14

IGM

iShares Expanded Tech Sector ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

NVT

Nvent Electric PLC ADR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-14

BMY

Bristol Myers Squibb Co

-0.14%

Shares7.0K

Event2026-06-30

Filed2026-07-14

LMT

Lockheed Martin Corp

-10.14%

Shares780

Event2026-06-30

Filed2026-07-14

WMB

Williams Cos Inc Del

-0.08%

Shares5.3K

Event2026-06-30

Filed2026-07-14

The Cigna Group

-0.07%

Shares1.3K

Event2026-06-30

Filed2026-07-14

AMG

Affiliated Managers Group

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-14

Toronto Dominion BK Ont ADR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

XSD

State Street SPDR S&P Semiconductor ETF

-3.64%

Shares583

Event2026-06-30

Filed2026-07-14

UAL

United Airlines Holdings Inc

17.61%

Shares2.7K

Event2026-06-30

Filed2026-07-14

Energy Transfer LP

14.76%

Shares18.8K

Event2026-06-30

Filed2026-07-14

IVE

iShares S&P 500 Value ETF

-6.08%

Shares1.5K

Event2026-06-30

Filed2026-07-14

VTV

Vanguard Value ETF

-2.22%

Shares1.6K

Event2026-06-30

Filed2026-07-14

DIVB

Ishares Trust Core Dividend Etf

91.17%

Shares5.6K

Event2026-06-30

Filed2026-07-14

IBDT

iShares iBonds Dec 2028 Term Corporate ETF

-3.25%

Shares13.4K

Event2026-06-30

Filed2026-07-14

IJR

iShares Core S&P Small Cap ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-14

IBB

iShares Biotechnology ETF

-8.54%

Shares1.8K

Event2026-06-30

Filed2026-07-14

EPD

Enterprise Prods Partners L P

-5.22%

Shares9.0K

Event2026-06-30

Filed2026-07-14

JEPI

J.P. Morgan Equity Premium Income ETF

-10.62%

Shares5.9K

Event2026-06-30

Filed2026-07-14

BLK

Blackrock FDG Inc

-16.91%

Shares344

Event2026-06-30

Filed2026-07-14

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF

38.91%

Shares2.9K

Event2026-06-30

Filed2026-07-14

IBDX

iShares iBonds Dec 2032 Term Corporate ETF

3.33%

Shares12.4K

Event2026-06-30

Filed2026-07-14

HIG

The Hartford Insurance Group Inc

-15.55%

Shares2.3K

Event2026-06-30

Filed2026-07-14

XLV

State Street Health Care Select Sector SPDR ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

INGR

Ingredion Inc

-12.86%

Shares3.2K

Event2026-06-30

Filed2026-07-14

XLG

Invesco S&P 500 Top 50 ETF

-10.42%

Shares4.9K

Event2026-06-30

Filed2026-07-14

EMR

Emerson Elec Co

-2.80%

Shares2.1K

Event2026-06-30

Filed2026-07-14

Colgate Palmolive Co

-0.61%

Shares3.2K

Event2026-06-30

Filed2026-07-14

Quanta Svcs Inc

0.00%

Shares406

Event2026-06-30

Filed2026-07-14

UTHR

United Therapeutics Corp Del

13.85%

Shares526

Event2026-06-30

Filed2026-07-14

BKR

Baker Hughes Company

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-14

MRVL

Marvell Technology Inc

25.03%

Shares934

Event2026-06-30

Filed2026-07-14

EXC

Exelon Corp

-13.29%

Shares5.8K

Event2026-06-30

Filed2026-07-14

Bunge Global SA ADR

8.79%

Shares2.4K

Event2026-06-30

Filed2026-07-14

PSX

Phillips 66

-2.26%

Shares1.5K

Event2026-06-30

Filed2026-07-14

VRT

Vertiv Holdings Co

10.58%

Shares763

Event2026-06-30

Filed2026-07-14

TSLA

Tesla Inc

-3.04%

Shares606

Event2026-06-30

Filed2026-07-14

VLO

Valero Energy Corp New

0.00%

Shares964

Event2026-06-30

Filed2026-07-14

BHP

BHP Group LTD ADR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

HCA

HCA Healthcare Inc

0.00%

Shares625

Event2026-06-30

Filed2026-07-14

MMC

Marsh

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

Adobe Sys Inc

4.17%

Shares1.1K

Event2026-06-30

Filed2026-07-14

Altria Group Inc

-4.62%

Shares2.9K

Event2026-06-30

Filed2026-07-14

EMXC

iShares MSCI Emerging Markets EX China ETF

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-14

FDN

First Trust Dow Jones Internet Index Fund ETF

0.00%

Shares790

Event2026-06-30

Filed2026-07-14

Honeywell International Inc

New

Shares893

Event2026-06-30

Filed2026-07-14

Honeywell Aerospace Inc

New

Shares893

Event2026-06-30

Filed2026-07-14

WAL

Western Alliance Bancorp

17.40%

Shares2.4K

Event2026-06-30

Filed2026-07-14

FALN

iShares Fallen Angels USD Bond ETF

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-14

SPDR Gold MiniShares Trust ETF

157.97%

Shares2.4K

Event2026-06-30

Filed2026-07-14

SCHM

Schwab Strategic Tr US Mid Cap ETF

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-14

PNR

Pentair PLC ADR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-14

AT&T Inc

-8.32%

Shares8.9K

Event2026-06-30

Filed2026-07-14

ESGU

iShares Tr ESG Aware MSCI USA ETF

-17.05%

Shares1.1K

Event2026-06-30

Filed2026-07-14

GILD

Gilead Sciences Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

PRU

Prudential Finl Inc

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

DEMZ

Advisors Inner Circle Fund Iii Democratic Large Cap Core Etf

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-14

State Street Utilities Select Sector SPDR ETF

74.40%

Shares3.8K

Event2026-06-30

Filed2026-07-14

BDX

Becton Dickinson & Co

-1.31%

Shares1.1K

Event2026-06-30

Filed2026-07-14

KGC

Kinross Gold Corp. ADR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-14

HBAN

Huntington Bancshares Inc

-0.01%

Shares9.5K

Event2026-06-30

Filed2026-07-14

DAL

Delta Air Lines Inc Del Com New

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

SIG

Signet Jewelers Ltd ADR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

ENB

Enbridge Inc ADR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-14

SVIX

Volatility Shares 1x Short VIX Futures ETF

130.58%

Shares7.0K

Event2026-06-30

Filed2026-07-14

iShares Tr Core MSCI Eafe

91.18%

Shares1.7K

Event2026-06-30

Filed2026-07-14

AVDV

Avantis International Small Cap Value ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

iShares Core US Aggregate Bond ETF

-1.81%

Shares1.6K

Event2026-06-30

Filed2026-07-14

NGG

National Grid PLC New ADR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

SCHA

Schwab US Small-Cap ETF

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-14

NUE

Nucor Corp

0.00%

Shares675

Event2026-06-30

Filed2026-07-14

VALE

Vale SA-SP ADR

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-14

JSCP

JPMorgan Short Duration Core Plus ETF

515.00%

Shares3.1K

Event2026-06-30

Filed2026-07-14

AVSC

Avantis US Small Cap Equity ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

AVDE

Avantis International Equity ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

CARR

Carrier Global Corporation

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

Owens Corning

0.00%

Shares900

Event2026-06-30

Filed2026-07-14

Citigroup Inc

15.50%

Shares991

Event2026-06-30

Filed2026-07-14

EWJ

iShares MSCI Japan ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

TFI

State Street SPDR Nuveen ICE Municipal Bond ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

Royal Bank of Canada

-25.17%

Shares660

Event2026-06-30

Filed2026-07-14

DBEF

X-Trackers MSCI Eafe Hdgd Equity ETF

-43.87%

Shares2.5K

Event2026-06-30

Filed2026-07-14

MELI

Mercadolibre Inc

-10.11%

Shares80

Event2026-06-30

Filed2026-07-14

MLN

Vaneck Long Muni ETF

New

Shares7.6K

Event2026-06-30

Filed2026-07-14

ACMR

ACM Research Inc

48.32%

Shares1.1K

Event2026-06-30

Filed2026-07-14

VOOV

Vanguard S&P 500 Value ETF

0.00%

Shares595

Event2026-06-30

Filed2026-07-14

Freeport-McMoran Inc

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

DIS

Disney Walt Co

-13.11%

Shares1.3K

Event2026-06-30

Filed2026-07-14

SDVD

FT Vest SMID Rising Dividend Achievers Target Income ETF

New

Shares5.4K

Event2026-06-30

Filed2026-07-14

XLC

Communication Services Select Sector SPDR ETF

-33.50%

Shares1.2K

Event2026-06-30

Filed2026-07-14

General Motors Co

8.44%

Shares1.6K

Event2026-06-30

Filed2026-07-14

BSX

Boston Scientific Corp

-87.16%

Shares2.8K

Event2026-06-30

Filed2026-07-14

MCK

McKesson Corp

25.20%

Shares159

Event2026-06-30

Filed2026-07-14

Mastercard Incorporated

-4.51%

Shares233

Event2026-06-30

Filed2026-07-14

LNG

Cheniere Energy Inc

0.00%

Shares500

Event2026-06-30

Filed2026-07-14

MKC

McCormick & Co Inc

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-14

STAG

Stag Indl Inc

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-14

NRG

NRG Energy Inc

17.91%

Shares790

Event2026-06-30

Filed2026-07-14

IRM

Iron Mountain Inc New

0.00%

Shares910

Event2026-06-30

Filed2026-07-14

XLP

State Street Consumer Staples Select Sector SPDR ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

VanEck Gold Miners ETF

-14.29%

Shares1.5K

Event2026-06-30

Filed2026-07-14

VTR

Ventas Inc

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

LDOS

Leidos Holdings Inc

14.07%

Shares1.1K

Event2026-06-30

Filed2026-07-14

BCS

Barclays PLC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-14

DCI

Donaldson Co Inc

-2.21%

Shares1.1K

Event2026-06-30

Filed2026-07-14

WFC

Wells Fargo & Co New

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

MSI

Motorola Solutions Inc

0.00%

Shares241

Event2026-06-30

Filed2026-07-14

UnitedHealth Group Inc

-0.83%

Shares240

Event2026-06-30

Filed2026-07-14

SYF

Synchrony Financial

8.54%

Shares1.3K

Event2026-06-30

Filed2026-07-14

CDE

Coeur Mining Inc.

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-14

SYY

Sysco Corp

-0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-14

IBMQ

iShares iBonds Dec 2028 Term Muni Bond ETF

-20.96%

Shares3.8K

Event2026-06-30

Filed2026-07-14

CSX

CSX Corp

New

Shares2.0K

Event2026-06-30

Filed2026-07-14

Hecla Mining Co.

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-14

CHKP

Check Point Software Technologies LTD ADR

0.00%

Shares709

Event2026-06-30

Filed2026-07-14

YUM

Yum Brands Inc

0.00%

Shares580

Event2026-06-30

Filed2026-07-14

XYZ

Block Inc

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

KMB

Kimberly Clark Corp

-25.17%

Shares785

Event2026-06-30

Filed2026-07-14

PSA

Public Storage

0.00%

Shares270

Event2026-06-30

Filed2026-07-14

XLI

State Street Industrial Select Sector SPDR ETF

0.00%

Shares463

Event2026-06-30

Filed2026-07-14

VYM

Vanguard High Dividend Yield ETF

0.00%

Shares532

Event2026-06-30

Filed2026-07-14

ECG

Everus Constr Group Inc

0.00%

Shares505

Event2026-06-30

Filed2026-07-14

NEM

Newmont Corporation

0.00%

Shares891

Event2026-06-30

Filed2026-07-14

RKLB

Rocket Lab Corp.

114.25%

Shares797

Event2026-06-30

Filed2026-07-14

GEHC

GE Healthcare Holding LLC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

CLX

Clorox Co Del

-32.39%

Shares835

Event2026-06-30

Filed2026-07-14

DLN

Wisdomtree U.S. Large Cap Dividend Fund ETF

0.00%

Shares810

Event2026-06-30

Filed2026-07-14

BSCW

Invesco Bulletshares 2032 Corporate Bond ETF

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-14

Akamai Technologies Inc

0.00%

Shares659

Event2026-06-30

Filed2026-07-14

LIN

Linde PLC ADR

0.00%

Shares150

Event2026-06-30

Filed2026-07-14

ICF

iShares Select U.S Reit ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

SNDK

Sandisk Corp

New

Shares34

Event2026-06-30

Filed2026-07-14

FEZ

SPDR EURO Stoxx 50 ETF

-8.85%

Shares1.1K

Event2026-06-30

Filed2026-07-14

MPC

Marathon Pete Corp

0.00%

Shares300

Event2026-06-30

Filed2026-07-14

3M Co

-18.62%

Shares472

Event2026-06-30

Filed2026-07-14

Corteva Inc

0.00%

Shares894

Event2026-06-30

Filed2026-07-14

PGR

Progressive Corp Ohio

0.00%

Shares345

Event2026-06-30

Filed2026-07-14

IWP

iShares Russell Mid Cap Growth ETF

0.00%

Shares512

Event2026-06-30

Filed2026-07-14

Blackstone Inc

0.00%

Shares635

Event2026-06-30

Filed2026-07-14

CTSH

Cognizant Technology Solutions

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

FBIN

Fortune Brands Innovations Inc

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

SCHF

Schwab International Equity ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

IBDR

iShares iBonds Dec 2026 Term Corporate ETF

-69.77%

Shares3.0K

Event2026-06-30

Filed2026-07-14

PGX

Invesco Preferred ETF

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-14

DSI

iShares ESG MSCI KLD 400 ETF

0.00%

Shares510

Event2026-06-30

Filed2026-07-14

Ingersoll Rand Inc

-54.72%

Shares868

Event2026-06-30

Filed2026-07-14

USB

US Bancorp Del

-3.30%

Shares1.2K

Event2026-06-30

Filed2026-07-14

Space Exploration Technologies Corp. - Class A

New

Shares400

Event2026-06-30

Filed2026-07-14

Realty Income Corp

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

Bank New York Mellon Corp

0.00%

Shares443

Event2026-06-30

Filed2026-07-14

UTG

Reaves Utility Income Closed End Fund

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

TPLC

Timothy Plan US Large/Mid Cap Core ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

NVG

Nuveen AMT Free Municipal Credit Income Fund (Closed end)

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-14

Allegion PLC/ADR

0.00%

Shares448

Event2026-06-30

Filed2026-07-14

IXUS

iShares Core MSCI Total International Stock ETF

0.00%

Shares651

Event2026-06-30

Filed2026-07-14

MET

Metlife Inc

0.00%

Shares731

Event2026-06-30

Filed2026-07-14

SHEL

Shell PLC ADR

0.00%

Shares791

Event2026-06-30

Filed2026-07-14

Medtronic PLC ADR

0.00%

Shares782

Event2026-06-30

Filed2026-07-14

XEL

XCEL Energy Inc

-38.16%

Shares760

Event2026-06-30

Filed2026-07-14

OKE

Oneok Inc New

-0.14%

Shares699

Event2026-06-30

Filed2026-07-14

HYG

iShares iBoxx $ High Yield Corporate Bond ETF

0.00%

Shares755

Event2026-06-30

Filed2026-07-14

PAAS

Pan American Silver Corp ADR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

DAR

Darling International Inc

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

COF

Capital One Finl Corp

0.00%

Shares293

Event2026-06-30

Filed2026-07-14

APD

Air Prods & Chems Inc

0.00%

Shares200

Event2026-06-30

Filed2026-07-14

CQQQ

Invesco China Technology ETF

28.19%

Shares996

Event2026-06-30

Filed2026-07-14

HXL

Hexcel Corp New

0.00%

Shares563

Event2026-06-30

Filed2026-07-14

CMCSA

Comcast Corp New

-6.07%

Shares2.3K

Event2026-06-30

Filed2026-07-14

HII

Huntington Ingalls Inds Inc

48.15%

Shares200

Event2026-06-30

Filed2026-07-14

IWR

iShares Russell Mid Cap ETF

0.00%

Shares500

Event2026-06-30

Filed2026-07-14

TPHD

Timothy Plan High Dividend Stock ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

VUSB

Vanguard Group, Inc. Ultra-Short Bond ETF

31.09%

Shares1.0K

Event2026-06-30

Filed2026-07-14

SCHP

Schwab U.S. Tips ETF

30.01%

Shares1.9K

Event2026-06-30

Filed2026-07-14

PDO

Pimco Dynamic Income Opportunities Fund (Closed end)

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-14

AEM

Agnico Eagle Mines Ltd ADR

0.00%

Shares314

Event2026-06-30

Filed2026-07-14

NKE

Nike Inc

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

RRX

Regal Rexnord Corporation

0.00%

Shares200

Event2026-06-30

Filed2026-07-14

PAVE

Global X US Infrastructure Development ETF

0.00%

Shares800

Event2026-06-30

Filed2026-07-14

Vanguard Total World Stock ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-14

Intl Paper Co

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

VOT

Vanguard Mid Cap Growth ETF

-80.54%

Shares145

Event2026-06-30

Filed2026-07-14

SHY

iShares 1-3 Year Treasury Bond ETF

0.00%

Shares538

Event2026-06-30

Filed2026-07-14

IPAY

Amplify Digital Payments ETF

0.00%

Shares956

Event2026-06-30

Filed2026-07-14

AVEM

Avantis Emerging Markets Equity ETF

28.82%

Shares447

Event2026-06-30

Filed2026-07-14

KNF

Knife River Corp

0.00%

Shares505

Event2026-06-30

Filed2026-07-14

SJM

Smucker J M Co

0.00%

Shares375

Event2026-06-30

Filed2026-07-14

OTIS

Otis Worldwide Corporation

0.00%

Shares579

Event2026-06-30

Filed2026-07-14

WELL

Welltower Inc

0.00%

Shares182

Event2026-06-30

Filed2026-07-14

PTY

Pimco Corporate & Income Opportunity Fund (Closed end)

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-14

IBDY

iShares iBonds Dec 2033 Term Corporate ETF

166.67%

Shares1.6K

Event2026-06-30

Filed2026-07-14

VCRB

Vanguard Core Bond ETF

New

Shares525

Event2026-06-30

Filed2026-07-14

SKYY

First Trust Cloud Computing ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-14

MUB

iShares Muni Bond ETF

New

Shares372

Event2026-06-30

Filed2026-07-14

NVS

Novartis A G ADR

0.00%

Shares255

Event2026-06-30

Filed2026-07-14

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

0.00%

Shares753

Event2026-06-30

Filed2026-07-14

IBIT

iShares Bitcoin Trust ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

UTEN

F/M US Treasury 10 Year Note ETF

New

Shares900

Event2026-06-30

Filed2026-07-14

CFG

Citizens Financial Group

0.00%

Shares550

Event2026-06-30

Filed2026-07-14

AMPX

Amprius Technologies Inc

53.10%

Shares2.7K

Event2026-06-30

Filed2026-07-14

TXT

Textron Inc

0.00%

Shares413

Event2026-06-30

Filed2026-07-14

Agilent Technologies Inc

0.00%

Shares285

Event2026-06-30

Filed2026-07-14

SRE

Sempra Energy

0.00%

Shares400

Event2026-06-30

Filed2026-07-14

Dominos Pizza Inc

0.00%

Shares125

Event2026-06-30

Filed2026-07-14

WAT

Waters Corp

-12.50%

Shares98

Event2026-06-30

Filed2026-07-14

CRM

Salesforce, Inc.

-1.75%

Shares225

Event2026-06-30

Filed2026-07-14

ALK

Alaska Air Group Inc

New

Shares672

Event2026-06-30

Filed2026-07-14

IWS

iShares Russell Mid Cap Value ETF

0.00%

Shares213

Event2026-06-30

Filed2026-07-14

KTOS

Kratos Defense & Security Solutions Inc.

0.00%

Shares688

Event2026-06-30

Filed2026-07-14

CMI

Cummins Inc

0.00%

Shares48

Event2026-06-30

Filed2026-07-14

GPN

Global Paymets Inc

New

Shares467

Event2026-06-30

Filed2026-07-14

Fiserv Inc

0.00%

Shares685

Event2026-06-30

Filed2026-07-14

KWEB

KraneShares CSI China Internet ETF

29.99%

Shares1.3K

Event2026-06-30

Filed2026-07-14

CMG

Chipotle Mexican Grill Inc

0.00%

Shares950

Event2026-06-30

Filed2026-07-14

ARKX

Ark Space Exploration & Innovation ETF

New

Shares941

Event2026-06-30

Filed2026-07-14

PLD

Prologis Inc

0.00%

Shares236

Event2026-06-30

Filed2026-07-14

MFC

Manulife Finl Corp ADR

-83.39%

Shares786

Event2026-06-30

Filed2026-07-14

BUFR

First Trust Exchange-Traded Fund Viii Ft Vest Laddered Buffer Etf

0.00%

Shares870

Event2026-06-30

Filed2026-07-14

VDE

Vanguard Energy ETF

0.00%

Shares210

Event2026-06-30

Filed2026-07-14

VXUS

Vanguard Total International Stock ETF

-5.54%

Shares358

Event2026-06-30

Filed2026-07-14

MDU

MDU RES Group Inc

-29.70%

Shares1.4K

Event2026-06-30

Filed2026-07-14

Shift4 Payments Inc

-70.55%

Shares617

Event2026-06-30

Filed2026-07-14

THG

Hanover Ins Group Inc

0.00%

Shares140

Event2026-06-30

Filed2026-07-14

IXC

iShares Global Energy ETF

0.00%

Shares600

Event2026-06-30

Filed2026-07-14

Dexcom Inc

-39.24%

Shares432

Event2026-06-30

Filed2026-07-14

BP PLC ADR

0.00%

Shares785

Event2026-06-30

Filed2026-07-14

QUS

State Street SPDR MSCI USA Strategic Factors SM ETF

0.00%

Shares155

Event2026-06-30

Filed2026-07-14

AEP

American Electric Power Co

0.00%

Shares205

Event2026-06-30

Filed2026-07-14

AVES

Avantis Emerging Markets Value ETF

0.00%

Shares423

Event2026-06-30

Filed2026-07-14

JHMM

John Hancock Multifactor Mid Cap ETF

0.00%

Shares368

Event2026-06-30

Filed2026-07-14

Netflix Com

0.00%

Shares380

Event2026-06-30

Filed2026-07-14

AMX

America Movil S/A ADR

60.46%

Shares1.0K

Event2026-06-30

Filed2026-07-14

BKNG

Booking Hldgs Inc

2400.00%

Shares150

Event2026-06-30

Filed2026-07-14

GMED

Globus Medical Inc

0.00%

Shares337

Event2026-06-30

Filed2026-07-14

S&P Global Inc

0.00%

Shares65

Event2026-06-30

Filed2026-07-14

FITB

Fifth Third Bancorp

0.00%

Shares466

Event2026-06-30

Filed2026-07-14

RIO

Rio Tinto PLC Spon ADR

0.00%

Shares275

Event2026-06-30

Filed2026-07-14

URNM

Sprott Uranium Miners ETF

-14.04%

Shares496

Event2026-06-30

Filed2026-07-14

ROBO

Robo Global Robotics & Automation Index ETF

0.00%

Shares304

Event2026-06-30

Filed2026-07-14

PYPL

PayPal Hldgs Inc

-23.38%

Shares603

Event2026-06-30

Filed2026-07-14

FRMI

Fermi Inc

New

Shares2.8K

Event2026-06-30

Filed2026-07-14

ECL

Ecolab Inc

0.00%

Shares90

Event2026-06-30

Filed2026-07-14

TROW

Price T Rowe Group Inc

0.00%

Shares220

Event2026-06-30

Filed2026-07-14

BSV

Vanguard Short Term Bond ETF

0.00%

Shares320

Event2026-06-30

Filed2026-07-14

PHYS

Sprott Physical Gold Trust

0.00%

Shares800

Event2026-06-30

Filed2026-07-14

FICO

Fair Isaac Corp

0.00%

Shares20

Event2026-06-30

Filed2026-07-14

Nisource Inc

0.00%

Shares500

Event2026-06-30

Filed2026-07-14

WEC

WEC Energy Group Inc

0.00%

Shares200

Event2026-06-30

Filed2026-07-14

IBMO

iShares iBonds Dec 2026 Term Muni Bond ETF

-52.49%

Shares905

Event2026-06-30

Filed2026-07-14

AMT

American Tower Corp New

0.00%

Shares140

Event2026-06-30

Filed2026-07-14

IJT

iShares S&P Small Cap 600 Growth ETF

0.00%

Shares128

Event2026-06-30

Filed2026-07-14

PLNT

Planet Fitness Inc

616.39%

Shares437

Event2026-06-30

Filed2026-07-14

Toyota Motor Corp Spon ADR

0.00%

Shares135

Event2026-06-30

Filed2026-07-14

Qnity Electronics Inc

New

Shares138

Event2026-06-30

Filed2026-07-14

DVN

Devon Energy Corp New

New

Shares541

Event2026-06-30

Filed2026-07-14

PNFP

Pinnacle Financial Partners Inc.

New

Shares221

Event2026-06-30

Filed2026-07-14

ALB

Albemarle Corp

0.00%

Shares164

Event2026-06-30

Filed2026-07-14

XNTK

State Street SPDR NYSE Technology ETF

0.00%

Shares56

Event2026-06-30

Filed2026-07-14

Boeing Co

0.00%

Shares100

Event2026-06-30

Filed2026-07-14

IEMG

iShares Core MSCI Emerging Markets ETF

0.00%

Shares260

Event2026-06-30

Filed2026-07-14

AOS

A.O. Smith Corporation

0.00%

Shares320

Event2026-06-30

Filed2026-07-14

EXR

Extra Space Storage Inc

0.00%

Shares138

Event2026-06-30

Filed2026-07-14

Ascendis Pharma ADR

New

Shares72

Event2026-06-30

Filed2026-07-14

Suncor Energy Inc New ADR

0.00%

Shares350

Event2026-06-30

Filed2026-07-14

ASPI

Asp Isotopes Inc

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

IBTM

iShares iBonds Dec 2032 Term Treasury ETF

0.00%

Shares800

Event2026-06-30

Filed2026-07-14

SOFI

Sofi Technologies Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

VPU

Vanguard Utilities ETF

0.00%

Shares90

Event2026-06-30

Filed2026-07-14

SBUX

Starbucks Corp

0.00%

Shares171

Event2026-06-30

Filed2026-07-14

NUBD

NuShares ESG U.S. Aggregate Bond ETF

0.00%

Shares780

Event2026-06-30

Filed2026-07-14

Dupont DE Nemours Inc

New

Shares126

Event2026-06-30

Filed2026-07-14

DVA

Davita Inc

0.00%

Shares75

Event2026-06-30

Filed2026-07-14

CUBE

CubeSmart

0.00%

Shares415

Event2026-06-30

Filed2026-07-14

ACLS

Axcelis Technologies Inc

-51.40%

Shares87

Event2026-06-30

Filed2026-07-14

SOLS

Solstice Advanced Materials Inc

-11.85%

Shares186

Event2026-06-30

Filed2026-07-14

Centerpoint Energy Inc

0.00%

Shares367

Event2026-06-30

Filed2026-07-14

LULU

Lululemon Athletica Inc.

New

Shares140

Event2026-06-30

Filed2026-07-14

AZO

Autozone Inc

0.00%

Shares5

Event2026-06-30

Filed2026-07-14

SHW

Sherwin Williams Co

0.00%

Shares45

Event2026-06-30

Filed2026-07-14

EVRG

Evergy Inc

0.00%

Shares179

Event2026-06-30

Filed2026-07-14

Archer Aviation Inc - Class A

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-14

AON

AON PLC ADR

0.00%

Shares45

Event2026-06-30

Filed2026-07-14

MP Materials Corp

0.00%

Shares265

Event2026-06-30

Filed2026-07-14

XYL

Xylem Inc

0.00%

Shares124

Event2026-06-30

Filed2026-07-14

WTRG

Essential Utilities Inc

0.00%

Shares375

Event2026-06-30

Filed2026-07-14

Regions Financial Corp

0.00%

Shares470

Event2026-06-30

Filed2026-07-14

CF Inds Hldgs Inc

0.00%

Shares130

Event2026-06-30

Filed2026-07-14

XLRE

State Street Real Estate Select Sector SPDR ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-14

VGSR

Vert Global Sustainable Real Estate ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

TGT

Target Corp

0.00%

Shares100

Event2026-06-30

Filed2026-07-14

VIG

Vanguard Dividend Appreciation ETF

-51.33%

Shares55

Event2026-06-30

Filed2026-07-14

HYD

VanEck High Yield Muni ETF

0.00%

Shares250

Event2026-06-30

Filed2026-07-14

AMRX

Amneal Pharmaceuticals Inc

-54.36%

Shares711

Event2026-06-30

Filed2026-07-14

LVHI

Franklin Intl Low Volatility High Div Index ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-14

IHAK

iShares Cybersecurity and Tech ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-14

DES

Wisdomtree U.S. Smallcap Dividend ETF

-70.71%

Shares290

Event2026-06-30

Filed2026-07-14

VTRS

Viatris Inc

-76.56%

Shares723

Event2026-06-30

Filed2026-07-14

BTT

Blackrock Municipal 2030 Target Term Trust (Closed end)

0.00%

Shares500

Event2026-06-30

Filed2026-07-14

BLDR

Builders Firstsource Inc

-51.89%

Shares127

Event2026-06-30

Filed2026-07-14

ICVT

iShares Convertible Bond ETF

0.00%

Shares93

Event2026-06-30

Filed2026-07-14

NLY

Annaly Cap Mgmt Inc

0.00%

Shares500

Event2026-06-30

Filed2026-07-14

TLN

Talen Energy Corp

-72.90%

Shares29

Event2026-06-30

Filed2026-07-14

Consolidated Edison Inc

-43.18%

Shares100

Event2026-06-30

Filed2026-07-14

FDX

FedEx Corp

-23.91%

Shares35

Event2026-06-30

Filed2026-07-14

FLRN

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

0.00%

Shares350

Event2026-06-30

Filed2026-07-14

ZBH

Zimmer Biomet Hldgs Inc

0.00%

Shares125

Event2026-06-30

Filed2026-07-14

GCT

GigaCloud Technology Inc ADR

-51.64%

Shares340

Event2026-06-30

Filed2026-07-14

AllianceBernstein Holding L.P.

0.00%

Shares300

Event2026-06-30

Filed2026-07-14

TDTT

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

0.00%

Shares435

Event2026-06-30

Filed2026-07-14

MTCH

Match Group Inc.

-51.67%

Shares260

Event2026-06-30

Filed2026-07-14

TEVA

Teva Pharmaceutical Inds LTD

New

Shares282

Event2026-06-30

Filed2026-07-14

HTGC

Hercules Capital Inc

0.00%

Shares600

Event2026-06-30

Filed2026-07-14

AIG

American Intl Group Inc

0.00%

Shares125

Event2026-06-30

Filed2026-07-14

HYS

Pimco 0-5 Year High Yield Corporate Bond Index ETF

0.00%

Shares99

Event2026-06-30

Filed2026-07-14

LEU

Centrus Energy Corp - Class A

New

Shares55

Event2026-06-30

Filed2026-07-14

VST

Vistra Corp

-75.33%

Shares56

Event2026-06-30

Filed2026-07-14

Arch Capital Group Ltd ADR

-62.40%

Shares91

Event2026-06-30

Filed2026-07-14

LHX

L3Harris Technologies Inc

New

Shares30

Event2026-06-30

Filed2026-07-14

CVCO

Cavco Industries Inc

-53.33%

Shares14

Event2026-06-30

Filed2026-07-14

SNY

Sanofi-Aventis ADR

-82.62%

Shares200

Event2026-06-30

Filed2026-07-14

SFM

Sprouts Fmrs Mkt Inc

0.00%

Shares100

Event2026-06-30

Filed2026-07-14

HROW

Harrow Inc

-51.78%

Shares190

Event2026-06-30

Filed2026-07-14

HRMY

Harmony Biosciences Holdings Inc

New

Shares218

Event2026-06-30

Filed2026-07-14

Tema Etf Trust Space Innovators

New

Shares255

Event2026-06-30

Filed2026-07-14

ETR

Entergy Corp New

0.00%

Shares66

Event2026-06-30

Filed2026-07-14

Dominion Energy Inc

-97.11%

Shares110

Event2026-06-30

Filed2026-07-14

ORI

Old Republic International Corp.

-57.74%

Shares183

Event2026-06-30

Filed2026-07-14

REGN

Regeneron Pharmaceuticals Inc

-50.00%

Shares12

Event2026-06-30

Filed2026-07-14

MOD

Modine Manufacturing Co.

New

Shares28

Event2026-06-30

Filed2026-07-14

RMM

Rivernorth Mngd Duration Muni Income Fund

0.00%

Shares500

Event2026-06-30

Filed2026-07-14

SIRI

Sirius Xm Holdings Inc

0.00%

Shares250

Event2026-06-30

Filed2026-07-14

THC

Tenet Healthcare Corp.

-81.78%

Shares39

Event2026-06-30

Filed2026-07-14

ISTB

iShares Core 1-5 Year US Bond ETF

0.00%

Shares150

Event2026-06-30

Filed2026-07-14

IJS

iShares S&P Small Cap 600 Value ETF

0.00%

Shares52

Event2026-06-30

Filed2026-07-14

ENSG

Ensign Group Inc

-54.35%

Shares42

Event2026-06-30

Filed2026-07-14

TDG

Transdigm Group Incorporated

-64.29%

Shares5

Event2026-06-30

Filed2026-07-14

JNK

State Street SPDR Bloomberg High Yield Bond ETF

0.00%

Shares66

Event2026-06-30

Filed2026-07-14

VCR

Vanguard Consumer Discretionary ETF

0.00%

Shares15

Event2026-06-30

Filed2026-07-14

CLMB

Climb Global Solutions Inc

-51.61%

Shares240

Event2026-06-30

Filed2026-07-14

OBDC

Blue Owl Capital Corp

0.00%

Shares500

Event2026-06-30

Filed2026-07-14

GPC

Genuine Parts Co

0.00%

Shares45

Event2026-06-30

Filed2026-07-14

Ford Motor Co Del

-0.26%

Shares377

Event2026-06-30

Filed2026-07-14

INTU

Intuit Inc

0.00%

Shares20

Event2026-06-30

Filed2026-07-14

ROOT

Root Inc

-51.61%

Shares90

Event2026-06-30

Filed2026-07-14

ENR

Energizer Hldgs Inc New

0.00%

Shares217

Event2026-06-30

Filed2026-07-14

Strategy Inc Class A

0.00%

Shares50

Event2026-06-30

Filed2026-07-14

BIIB

Biogen Inc

0.00%

Shares20

Event2026-06-30

Filed2026-07-14

MBC

MBC Inc

0.00%

Shares400

Event2026-06-30

Filed2026-07-14

FANG

Diamondback Energy Inc

New

Shares23

Event2026-06-30

Filed2026-07-14

DSGX

Descartes Systems Group Inc ADR

-51.67%

Shares58

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available