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The Analysis of BankPlus Trust Department's Holdings & P&L

Currently, BankPlus Trust Department holds 470 types of securities in its portfolio with a total value $427.5M. In the most recent quarter, they have increased their positions in UPRO (+15.9K shares, valued at $2.3M), PNC (+3.5K shares, valued at $858.3K), MCK (+1.0K shares, valued at $792.6K); decreased their positions in EGP (-6.8K shares, valued at $1.4M), CRM (-8.0K shares, valued at $1.2M), LRCX (-2.4K shares, valued at $1.0M); initiated new positions in UPRO (+15.9K shares, valued at $2.3M), MCK (+1.0K shares, valued at $792.6K), N/A (+3.2K shares, valued at $705.8K).

1M P&L

-1.5M-0.53%

3M P&L

+12.7M+4.82%

HY P&L

+22.6M+8.90%

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/A52.8M

19.5%

2Semiconductors22.1M

8.2%

3Drug Manufacturers - General16.1M

6.0%

Top Industries by Stock Count

1N/A143 stocks

35.2%

2Semiconductors10 stocks

2.5%

3Software - Application10 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

iShares SP 500 Index Fund iShares SP 500 Index Fund135.0K shares0.08%2026-06-302026-07-28

MSFT Microsoft, Corp.34.4K shares3.07%2026-06-302026-07-28

AAPL Apple Computer Inc.40.7K shares-0.52%2026-06-302026-07-28

JHMM John Hancock Multifactor Mid Cap ETF147.3K shares4.29%2026-06-302026-07-28

NVDA NVIDIA41.6K shares-0.97%2026-06-302026-07-28

LLY Eli Lilly & Co.5.8K shares2.24%2026-06-302026-07-28

J P Morgan Chase & Co J P Morgan Chase & Co20.9K shares4.79%2026-06-302026-07-28

AbbVie Inc. AbbVie Inc.26.9K shares1.65%2026-06-302026-07-28

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LRCX Lam Research Corp14.7K shares-13.99%2026-06-302026-07-28

GWW WW Grainger, Inc.4.2K shares2.36%2026-06-302026-07-28

PGR The Progressive Corporation24.9K shares1.70%2026-06-302026-07-28

CISCO Sys Inc. CISCO Sys Inc.45.9K shares-2.18%2026-06-302026-07-28

AMZN Amazon.com, Inc.21.6K shares-0.81%2026-06-302026-07-28

TXN Texas Instruments Inc.17.0K shares0.97%2026-06-302026-07-28

GOOG Alphabet Inc Class C14.0K shares-0.09%2026-06-302026-07-28

TSM Taiwan Semiconductor Mfg Co Ltd10.3K shares2.39%2026-06-302026-07-28

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QQQ Invesco QQQ Trust ETF6.4K shares-0.33%2026-06-302026-07-28

AMGN Amgen Inc.12.6K shares9.69%2026-06-302026-07-28

CAT Caterpillar, Inc.4.1K shares-5.20%2026-06-302026-07-28

Exxon Mobil Corp. Exxon Mobil Corp.29.8K shares0.89%2026-06-302026-07-28

Visa Inc. Visa Inc.11.2K shares3.75%2026-06-302026-07-28

C Citigroup Inc.27.0K shares15.14%2026-06-302026-07-28

VLO Valero Energy Corp14.3K shares3.10%2026-06-302026-07-28

WMT Wal-Mart Stores Inc.32.4K shares3.35%2026-06-302026-07-28

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Raytheon Technologies Corp Raytheon Technologies Corp17.8K shares5.36%2026-06-302026-07-28

LMT Lockheed Martin Corp.6.4K shares2.84%2026-06-302026-07-28

TJX TJX Companies Inc.21.5K shares-1.40%2026-06-302026-07-28

BRK.B Berkshire Hathaway Inc.-Cl B6.5K shares3.98%2026-06-302026-07-28

HD Home Depot, Inc.8.9K shares0.98%2026-06-302026-07-28

FAST Fastenal Company64.7K shares2.84%2026-06-302026-07-28

KO Coca Cola Co36.4K shares1.59%2026-06-302026-07-28

ADP Automatic Data Processing13.1K shares3.07%2026-06-302026-07-28

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PANW Palo Alto Networks Inc8.3K shares-1.06%2026-06-302026-07-28

JCPB J P Morgan Core Plus Bond ETF58.1K shares2.20%2026-06-302026-07-28

GS Goldman Sachs Group Inc.2.7K shares4.07%2026-06-302026-07-28

DGX Quest Diagnostics Inc.12.2K shares3.65%2026-06-302026-07-28

AXP American Express Co.7.6K shares-0.30%2026-06-302026-07-28

MS Morgan Stanley12.0K shares6.93%2026-06-302026-07-28

PG Procter & Gamble Co.16.7K shares-4.69%2026-06-302026-07-28

OKE ONEOK Inc27.9K shares1.20%2026-06-302026-07-28

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Nextera Energy Inc Nextera Energy Inc26.9K shares2.21%2026-06-302026-07-28

LHX L3Harris Technologies Inc8.1K shares4.41%2026-06-302026-07-28

ASML Asml Holding N V1.2K shares-0.51%2026-06-302026-07-28

EGP Eastgroup Properties, Inc.11.4K shares-37.51%2026-06-302026-07-28

GOOGL Alphabet Inc Class A6.4K shares-2.08%2026-06-302026-07-28

DLR Digital Realty Trust Inc12.6K shares-5.03%2026-06-302026-07-28

UPRO ProShares UltraPro S&P 50015.9K sharesnew addition2026-06-302026-07-28

Crowdstrike Hldgs Inc Crowdstrike Hldgs Inc2.8K shares27.36%2026-06-302026-07-28

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BX Blackstone Inc18.0K shares2.93%2026-06-302026-07-28

DE Deere & Company3.1K shares1.54%2026-06-302026-07-28

IWM iShares Russell 2000 Index Fund6.5K shares0.00%2026-06-302026-07-28

TFC Truist Finl Corp38.6K shares5.60%2026-06-302026-07-28

JPIE JP Morgan Income ETF41.7K shares0.09%2026-06-302026-07-28

BMY Bristol Myers Squibb Co.32.6K shares2.64%2026-06-302026-07-28

CVX ChevronTexaco Corp11.0K shares8.93%2026-06-302026-07-28

Ares Capital Corp Ares Capital Corp96.1K shares4.50%2026-06-302026-07-28

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SPDR S&P 500 ETF Trust SPDR S&P 500 ETF Trust2.4K shares15.46%2026-06-302026-07-28

AMD Advanced Micro Devices Inc.3.0K shares76.56%2026-06-302026-07-28

GRMN Garmin Ltd7.1K shares6.12%2026-06-302026-07-28

DIS Disney, Walt Co.17.3K shares0.56%2026-06-302026-07-28

SYY Sysco Corp19.4K shares6.71%2026-06-302026-07-28

PLD Prologis Inc11.9K shares4.57%2026-06-302026-07-28

MLI Mueller Industries, Inc.12.7K shares-10.08%2026-06-302026-07-28

TSLA Tesla Motors Inc.3.6K shares-11.24%2026-06-302026-07-28

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LOW Lowes Companies6.7K shares0.37%2026-06-302026-07-28

BIPC Brookfield Infrastructure Corp.38.3K shares-7.42%2026-06-302026-07-28

Costco Wholesale Corp Costco Wholesale Corp1.6K shares-0.70%2026-06-302026-07-28

BLK Blackrock Inc1.5K shares6.10%2026-06-302026-07-28

PKW Invesco Buyback Achievers ETF10.0K shares-0.14%2026-06-302026-07-28

APH Amphenol Corporation8.0K shares11.07%2026-06-302026-07-28

CenterPoint Energy, Inc. CenterPoint Energy, Inc.31.8K shares8.45%2026-06-302026-07-28

SPDR S&P 500 ETF SPDR S&P 500 ETF15.6K shares-7.03%2026-06-302026-07-28

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TMO Thermo Fisher Scientific Inc.2.7K shares-1.55%2026-06-302026-07-28

IQLT iShares MSCI International Quality Factor ETF27.6K shares6.08%2026-06-302026-07-28

Waste Management Inc Waste Management Inc6.1K shares9.53%2026-06-302026-07-28

NI Nisource Inc.28.3K shares11.11%2026-06-302026-07-28

SPHQ Invesco S&P 500 Quality ETF14.9K shares0.00%2026-06-302026-07-28

MRK Merck & Co., Inc.10.3K shares-8.92%2026-06-302026-07-28

PNC PNC Financial Services Group, Inc.5.1K shares215.72%2026-06-302026-07-28

SPYG SPDR Portfolio S&P 500 Growth ETF10.3K shares0.00%2026-06-302026-07-28

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NXP Semiconductors NV NXP Semiconductors NV4.2K shares-0.45%2026-06-302026-07-28

TRMK Trustmark Corporation24.7K shares-1.57%2026-06-302026-07-28

EW Edwards Lifesciences, Corp.12.1K shares1.68%2026-06-302026-07-28

AJG Arthur J Gallagher & Co4.7K shares0.53%2026-06-302026-07-28

VYM Vanguard High Dividend Yield ETF6.5K shares0.00%2026-06-302026-07-28

Idexx Laboratories Inc. Idexx Laboratories Inc.1.9K shares0.00%2026-06-302026-07-28

PRU Prudential Financial Inc.9.4K shares2.87%2026-06-302026-07-28

Broadcom Inc Broadcom Inc2.7K shares-3.48%2026-06-302026-07-28

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BDX Becton Dickinson Co6.5K shares0.59%2026-06-302026-07-28

ALL Allstate Corp.4.1K shares-1.77%2026-06-302026-07-28

DHR Danaher Corp5.1K shares0.00%2026-06-302026-07-28

MDY SPDR S&P Midcap 400 ETF Trust Ser 11.4K shares1.40%2026-06-302026-07-28

TMUS T-mobile Us Inc5.8K shares2.07%2026-06-302026-07-28

MPWR Monolithic Power Systems680 shares-32.67%2026-06-302026-07-28

VSLU Applied Finance Valuation ETF20.2K shares0.00%2026-06-302026-07-28

VUG Vanguard Growth ETF10.6K shares484.79%2026-06-302026-07-28

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SPSM SPDR S&P 600 Small Cap ETF15.8K shares0.00%2026-06-302026-07-28

iShares MSCI Core EAFE ETF iShares MSCI Core EAFE ETF9.4K shares167.55%2026-06-302026-07-28

COWZ Pacer US Cash Cows 100 ETF13.8K shares0.00%2026-06-302026-07-28

IWD iShares Russell 1000 Value3.4K shares0.00%2026-06-302026-07-28

MCK McKesson Corporation1.0K sharesnew addition2026-06-302026-07-28

IWB iShares Russell 1000 Index1.9K shares-5.30%2026-06-302026-07-28

JNJ Johnson & Johnson3.0K shares-2.77%2026-06-302026-07-28

ECL Ecolab Inc.2.7K shares-3.94%2026-06-302026-07-28

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MPC Marathon Petroleum Corporation2.8K shares-1.02%2026-06-302026-07-28

Honeywell International Inc Honeywell International Inc3.2K sharesnew addition2026-06-302026-07-28

VRTX Vertex Pharmaceuticals Inc.1.4K shares-1.33%2026-06-302026-07-28

Honeywell Aerospace Inc Honeywell Aerospace Inc3.2K sharesnew addition2026-06-302026-07-28

PYPL Paypal Hldgs Inc16.0K shares0.00%2026-06-302026-07-28

ABT Abbott Laboratories7.6K shares-26.30%2026-06-302026-07-28

COP ConocoPhillips6.6K shares2.43%2026-06-302026-07-28

VZ Verizon Communications15.9K shares139.98%2026-06-302026-07-28

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MO Altria Group Inc.9.3K shares0.00%2026-06-302026-07-28

Vanguard Total Stock Market ETF Vanguard Total Stock Market ETF1.8K shares11.20%2026-06-302026-07-28

Meta Platforms Inc Class A Meta Platforms Inc Class A1.1K shares104.66%2026-06-302026-07-28

YETI Yeti Hldgs Inc12.8K shares0.00%2026-06-302026-07-28

IGSB iShares Short-Term Corporate Bond ETF12.1K shares0.00%2026-06-302026-07-28

MCD McDonald's Corp2.3K shares-12.46%2026-06-302026-07-28

RF Regions Financial Corp - New20.3K shares-2.07%2026-06-302026-07-28

The Southern Co The Southern Co6.4K shares-5.18%2026-06-302026-07-28

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WAB Wabtec Corp2.2K shares0.00%2026-06-302026-07-28

IJR iShares S&P SmallCap 600 Index ETF3.9K shares13.60%2026-06-302026-07-28

Oracle, Corp. Oracle, Corp.3.9K shares-2.30%2026-06-302026-07-28

VST Vistra Energy Corp3.6K shares6603.77%2026-06-302026-07-28

NSC Norfolk Southern Corporation1.8K shares0.00%2026-06-302026-07-28

CRM Salesforce.com3.5K shares-69.41%2026-06-302026-07-28

SYK Stryker Corp1.7K shares-10.27%2026-06-302026-07-28

IWF iShares Russell 1000 Growth4.1K shares300.00%2026-06-302026-07-28

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ENB Enbridge Inc9.3K shares-28.18%2026-06-302026-07-28

MU Micron Technology431 shares-28.05%2026-06-302026-07-28

IWR iShares Russell Mid-Cap ETF4.4K shares0.00%2026-06-302026-07-28

IJH iShares S&P MidCap 400 Index ETF6.3K shares0.00%2026-06-302026-07-28

VOO Vanguard S&P 500 ETF706 shares3.52%2026-06-302026-07-28

UBER Uber Technologies Inc6.7K shares281.54%2026-06-302026-07-28

MRVL Marvell Technology Group Ltd1.6K shares-14.69%2026-06-302026-07-28

Mastercard, Inc. Mastercard, Inc.909 shares0.00%2026-06-302026-07-28

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SHY iShares 1-3 Year Treasury Bond ETF5.6K shares0.00%2026-06-302026-07-28

Live Nation Entertainment Inc Live Nation Entertainment Inc2.4K shares-8.81%2026-06-302026-07-28

BSX Boston Scientific Corp9.6K shares1.90%2026-06-302026-07-28

Zoetis Inc. Zoetis Inc.5.7K shares-5.25%2026-06-302026-07-28

IVE iShares S&P 500 Value ETF1.8K shares1326.61%2026-06-302026-07-28

Applied Materials, Inc. Applied Materials, Inc.553 shares0.00%2026-06-302026-07-28

J Jacobs Engineering Group Inc3.1K shares0.00%2026-06-302026-07-28

SBUX Starbucks Corporation3.8K shares5.82%2026-06-302026-07-28

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BKAG BNY Mellon Core Bond ETF9.0K shares7.10%2026-06-302026-07-28

BSCR Invesco Bulletshares 2027 Corp Bd ETF18.7K shares-24.48%2026-06-302026-07-28

RDVY First Trust Rising Dividend Achievers ETF4.5K shares6.84%2026-06-302026-07-28

FTI Technipfmc Plc5.4K shares0.00%2026-06-302026-07-28

IUSV iShares Core S&P U.S. Value ETF3.2K sharesnew addition2026-06-302026-07-28

PBR Petroleo Brasileiro22.0K shares-50.00%2026-06-302026-07-28

RPG Invesco S&P 500 Pure Growth ETF5.6K shares0.00%2026-06-302026-07-28

JP Morgan Nasdaq Equity Premium Income ETF JP Morgan Nasdaq Equity Premium Income ETF5.7K shares0.00%2026-06-302026-07-28

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VEA Vanguard FTSE Developed Markets ETF4.9K sharesnew addition2026-06-302026-07-28

VB Vanguard Small-Cap ETF1.1K shares7957.14%2026-06-302026-07-28

The Travelers Cos Inc. The Travelers Cos Inc.1.0K shares4.23%2026-06-302026-07-28

EFA iShares MSCI EAFE Index Fund3.2K shares0.00%2026-06-302026-07-28

VTV Vanguard Value ETF1.5K shares0.00%2026-06-302026-07-28

WSO Watsco Inc.801 shares-5.54%2026-06-302026-07-28

ITW Illinois Tool Works Inc.1.2K shares0.00%2026-06-302026-07-28

FROG Jfrog Ltd3.5K shares0.00%2026-06-302026-07-28

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PEP Pepsico Inc.2.3K shares-2.21%2026-06-302026-07-28

PRK Park National Corp.1.7K sharesnew addition2026-06-302026-07-28

ETN Eaton Corp PLC735 shares0.00%2026-06-302026-07-28

WY Weyerhaeuser Co13.0K shares0.00%2026-06-302026-07-28

RSP Invesco S&P 500 Equal Weight ETF1.5K shares0.00%2026-06-302026-07-28

Aptiv/par Vtg Fpd 0.01 Aptiv/par Vtg Fpd 0.015.0K sharesnew addition2026-06-302026-07-28

PM Philip Morris Intl1.7K shares-6.31%2026-06-302026-07-28

PFE Pfizer, Inc.12.6K shares-25.57%2026-06-302026-07-28

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AME AMETEK, Inc.1.2K shares0.00%2026-06-302026-07-28

RNST Renasant Corp6.7K shares-12.18%2026-06-302026-07-28

VOT Vanguard Mid-Cap Growth Indx Fd928 shares0.00%2026-06-302026-07-28

CALM Cal-Maine Foods, Inc.3.5K shares0.00%2026-06-302026-07-28

EME EMCOR Group, Inc.338 shares0.00%2026-06-302026-07-28

SLB Schlumberger Ltd.6.0K shares0.00%2026-06-302026-07-28

PDP Invesco DWA Momentum ETF1.8K shares0.00%2026-06-302026-07-28

Chubb Limited Chubb Limited803 shares0.00%2026-06-302026-07-28

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SNY Sanofi-Aventis - ADR6.4K shares0.00%2026-06-302026-07-28

TROW T. Rowe Price Group, Inc.2.3K shares-20.70%2026-06-302026-07-28

GLD SPDR Gold Trust692 shares8.98%2026-06-302026-07-28

VWO Vanguard MSCI Emerging Mkts ETF4.2K shares835.65%2026-06-302026-07-28

ADM Archer Daniels Midland Co3.2K shares-4.27%2026-06-302026-07-28

FI Fiserv, inc.5.0K shares-19.81%2026-06-302026-07-28

IEMG iShares Core MSCI Emerging Mkts ETF2.9K shares-0.58%2026-06-302026-07-28

CI Cigna Corp New880 shares-4.66%2026-06-302026-07-28

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EHC Encompass Health Corp2.4K shares-5.56%2026-06-302026-07-28

NKE Nike Inc.5.6K shares0.00%2026-06-302026-07-28

EMB iShares JP Morgan Em USD EM Mkts Bond ETF2.3K shares0.00%2026-06-302026-07-28

IWO iShares Russell 2000 Growth Index Fd570 shares0.00%2026-06-302026-07-28

QQQM Invesco NASDAQ 100 ETF737 shares27.73%2026-06-302026-07-28

SNA Snap-on Inc.541 shares0.00%2026-06-302026-07-28

DIA SPDR DJIA Trust405 shares0.00%2026-06-302026-07-28

Space Exploration Technologies Corp Space Exploration Technologies Corp1.2K sharesnew addition2026-06-302026-07-28

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SCHW Charles Schwab Corp.2.2K shares0.00%2026-06-302026-07-28

BSCQ Invesco Bulletshares 2026 Corp Bd ETF10.3K shares0.00%2026-06-302026-07-28

DVY IShares DJ Select Dividend1.3K shares0.00%2026-06-302026-07-28

Antero Midstream Corp Antero Midstream Corp8.5K shares0.00%2026-06-302026-07-28

SLV iShares Silver Trust3.5K shares0.00%2026-06-302026-07-28

DON WisdomTree MidCap Dividend Fund - F3.3K shares0.00%2026-06-302026-07-28

EQIX Equinix Inc180 shares-9.55%2026-06-302026-07-28

IVW iShares S&P 500 Growth ETF1.4K shares14.29%2026-06-302026-07-28

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PSLV Sprott asset Mgmt LP Physical Silver Trust9.1K sharesnew addition2026-06-302026-07-28

IMCG iShares Morningstar Mid-Cap Growth ETF1.8K shares0.00%2026-06-302026-07-28

EEM iShares MSCI Emerging Mkts Index2.5K sharesnew addition2026-06-302026-07-28

BSCS Invesco BulletShares 2028 Corp Bond ETF8.2K shares0.00%2026-06-302026-07-28

UNP Union Pacific Corp600 shares0.00%2026-06-302026-07-28

TYL Tyler Technologies Inc548 shares-10.46%2026-06-302026-07-28

XLK Technology Select Sector SPDR Fd831 shares-0.84%2026-06-302026-07-28

KMX Carmax Inc2.9K shares-28.87%2026-06-302026-07-28

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XLI Industrial Select Sector SPDR Fund808 shares-3.58%2026-06-302026-07-28

FBTC Fidelity Wise Origin Bitcoin F2.9K shares0.00%2026-06-302026-07-28

BAC Bank America Corporation2.6K shares0.00%2026-06-302026-07-28

LIN Linde Plc279 shares0.00%2026-06-302026-07-28

AON Aon Plc430 shares0.00%2026-06-302026-07-28

PPLT Aberdeen Physical Platinum ETF9.9K shares8552.17%2026-06-302026-07-28

IBM International Business Machines485 shares0.00%2026-06-302026-07-28

VYMI Vanguard International High Divd Yld1.3K shares0.00%2026-06-302026-07-28

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ATO Atmos Energy Corp700 shares-16.86%2026-06-302026-07-28

SDY SPDR S&P Dividend ETF765 shares0.00%2026-06-302026-07-28

PDT John Hancock Premuim Dividend Fund8.9K shares0.00%2026-06-302026-07-28

CRWV Coreweave Inc1.1K shares-17.23%2026-06-302026-07-28

MSI Motorola Solutions, Inc.271 shares0.00%2026-06-302026-07-28

PAVE Global X U.S. Infrastructure Dev ETF1.9K shares0.00%2026-06-302026-07-28

VCSH Vanguard S/T Corp Bond ETF1.4K shares0.00%2026-06-302026-07-28

ET Energy Transfer L P5.7K shares0.00%2026-06-302026-07-28

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MTB M&T Bank Corporation451 shares0.00%2026-06-302026-07-28

TPSC Timothy Pln US Sm Cp Core ETF2.2K shares131.97%2026-06-302026-07-28

MET MetLife Inc.1.3K shares0.00%2026-06-302026-07-28

AVUS Amern Centy Etf/avantis U S Equity820 shares0.00%2026-06-302026-07-28

VO Vanguard Mid-Cap ETF1.3K shares343.36%2026-06-302026-07-28

GD General Dynamics Corp284 shares-23.04%2026-06-302026-07-28

SBR Sabine Royalty Trust1.4K shares0.00%2026-06-302026-07-28

TPIF Timothy Plain Intl ETF2.6K shares134.22%2026-06-302026-07-28

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CSX CSX Corporation2.0K shares0.00%2026-06-302026-07-28

IAU iShares Gold Trust1.2K shares0.00%2026-06-302026-07-28

DIVO Amplify CWP Enhanced Dividend Income ETF2.0K sharesnew addition2026-06-302026-07-28

IWS iShares Russell Midcap Value Index557 shares0.00%2026-06-302026-07-28

PFF iShares S&P Pref Stk Indx Fn3.0K shares0.00%2026-06-302026-07-28

FAI First Trust Bloomberg Artificial Intel ETF1.6K shares167.76%2026-06-302026-07-28

SHW Sherwin-Williams Co258 shares0.00%2026-06-302026-07-28

ROL Rollins Inc2.0K shares-32.53%2026-06-302026-07-28

Sponsored

ETV Eaton Vance Tax-Managed Buy-Write Opp Fd5.6K shares0.00%2026-06-302026-07-28

UnitedHealth Group Inc UnitedHealth Group Inc194 shares0.00%2026-06-302026-07-28

COF Capital One Financial Corp397 shares0.00%2026-06-302026-07-28

GILD Gilead Sciences Inc.610 shares0.00%2026-06-302026-07-28

IJT iShares S&P SmallCap 600 Grwth Index Fd411 shares0.00%2026-06-302026-07-28

Insulet Corporation Insulet Corporation470 sharesnew addition2026-06-302026-07-28

BKNG Booking Hldgs Inc400 shares2400.00%2026-06-302026-07-28

ETR Entergy Corp620 shares0.00%2026-06-302026-07-28

Sponsored

Allegion PLC Allegion PLC500 shares0.00%2026-06-302026-07-28

TM Toyota Motor Corp - ADR400 shares0.00%2026-06-302026-07-28

CMI Cummins Inc.94 shares0.00%2026-06-302026-07-28

VGT Vanguard Information Technology ETF560 shares700.00%2026-06-302026-07-28

LIT Global X Lithium ETF842 shares85.05%2026-06-302026-07-28

INTC Intel Corp472 shares0.00%2026-06-302026-07-28

PHR Phreesia Inc6.2K shares-30.18%2026-06-302026-07-28

QNST Quinstreet Inc4.3K shares-20.16%2026-06-302026-07-28

Sponsored

DUK Duke Energy Corp494 shares0.00%2026-06-302026-07-28

VEEV Veeva Sys Inc351 shares-28.37%2026-06-302026-07-28

VNQ Vanguard REIT ETF640 shares0.00%2026-06-302026-07-28

TT Trane Technologies Plc123 shares0.00%2026-06-302026-07-28

VRSN Verisign Inc.238 shares0.00%2026-06-302026-07-28

FTC First Trust Lage Cap Growth Alphadex ETF305 shares0.00%2026-06-302026-07-28

Vanguard Russell 2000 Index ETF Vanguard Russell 2000 Index ETF483 shares0.00%2026-06-302026-07-28

USMV Ishares MSCI USA Minimum Volatility Fund592 shares0.00%2026-06-302026-07-28

Sponsored

IBIT Ishares Bitcoin ETF1.7K shares134.11%2026-06-302026-07-28

QCOM Qualcomm Inc.306 shares0.00%2026-06-302026-07-28

Pool Corporation Pool Corporation260 shares-13.91%2026-06-302026-07-28

CME CME Group Inc.245 shares-31.18%2026-06-302026-07-28

QUAL Ishares MSCI USA Quality Factor ETF244 shares0.00%2026-06-302026-07-28

SLF SunLife Financial Inc.681 shares0.00%2026-06-302026-07-28

OGE OGE Energy Corp1.1K shares0.00%2026-06-302026-07-28

ANET Arista Networks Inc.291 shares-25.19%2026-06-302026-07-28

Sponsored

EXG Eaton Vance Tax-Managed Global5.0K shares0.00%2026-06-302026-07-28

Acuity Brands Inc. Acuity Brands Inc.128 shares-3.03%2026-06-302026-07-28

UPS United Parcel Service, Inc.446 shares0.00%2026-06-302026-07-28

ISRG Intuitive Surgical, Inc.119 shares-29.59%2026-06-302026-07-28

FITB Fifth Third Bancorp837 shares0.00%2026-06-302026-07-28

GIS General Mills, Inc.1.4K shares0.00%2026-06-302026-07-28

XLC SPDR Communication Services ETF435 shares0.00%2026-06-302026-07-28

Ark Autonomous Technology & Robotics ETF Ark Autonomous Technology & Robotics ETF349 shares91.76%2026-06-302026-07-28

Sponsored

PFG Principal Finl Group Inc422 shares0.00%2026-06-302026-07-28

WFC Wells Fargo & Co New549 shares0.00%2026-06-302026-07-28

Seagate Technology Holdings Plc Seagate Technology Holdings Plc47 shares0.00%2026-06-302026-07-28

BA Boeing Co198 shares0.00%2026-06-302026-07-28

HQL Tekla Life Sciences Invs2.1K shares0.00%2026-06-302026-07-28

FNX First Tr Mid Cap Core Alphadex290 shares0.00%2026-06-302026-07-28

O Realty Income Corp.684 shares0.00%2026-06-302026-07-28

KKR KKR & Co Inc CL A440 shares0.00%2026-06-302026-07-28

Sponsored

FTCS First Trust Capital Strength429 shares0.00%2026-06-302026-07-28

GDDY Godaddy Inc471 shares-40.61%2026-06-302026-07-28

SRE Sempra Energy428 shares0.00%2026-06-302026-07-28

T AT&T Inc.1.9K shares0.00%2026-06-302026-07-28

REMX Vaneck Etf Tr/vaneck Vectors Rare440 shares272.88%2026-06-302026-07-28

XEL Xcel Energy, Inc.483 shares0.00%2026-06-302026-07-28

IYM iShares Dow Jones U.S. Basic Materials Sector214 shares0.00%2026-06-302026-07-28

FETH Fidelity Ethereum Fd2.4K shares0.00%2026-06-302026-07-28

Sponsored

DECK Deckers Outdoor Corporation378 shares0.00%2026-06-302026-07-28

Vaneck Gold Miners ETF Vaneck Gold Miners ETF496 shares0.00%2026-06-302026-07-28

RMD ResMed Inc.192 shares0.00%2026-06-302026-07-28

AIG American International Group, Inc.500 shares0.00%2026-06-302026-07-28

DFAC Dimensional US Core Equity 2 ETF836 shares0.00%2026-06-302026-07-28

XLF Select Sector SPDR Financials Tr683 shares0.00%2026-06-302026-07-28

HPS John Hancock Preferred Income Fd III2.5K shares0.00%2026-06-302026-07-28

IJJ Ishares S&P Mid Cap 400 Value246 shares0.00%2026-06-302026-07-28

Sponsored

CVS CVS/Caremark Corp346 shares0.00%2026-06-302026-07-28

Freeport-McMoRan Copper & Gold Inc. Freeport-McMoRan Copper & Gold Inc.556 shares138.63%2026-06-302026-07-28

Accenture PLC Accenture PLC280 shares-82.36%2026-06-302026-07-28

Netflix Inc. Netflix Inc.480 shares2.13%2026-06-302026-07-28

SMH VanEck Semiconductor ETF52 shares0.00%2026-06-302026-07-28

SPTS SPDR Portfolio Short Term Treasury1.2K shares0.00%2026-06-302026-07-28

CEG Constellation Energy Corp136 shares0.00%2026-06-302026-07-28

F Ford Motor Company2.4K shares-10.66%2026-06-302026-07-28

Sponsored

CMS CMS Energy Corporation430 shares0.00%2026-06-302026-07-28

BND Vanguard Total Bond Index ETF441 sharesnew addition2026-06-302026-07-28

XLV Healthcare Select SPDR Fund203 shares0.00%2026-06-302026-07-28

HACK Amplify Cybersecurity ETF303 shares0.00%2026-06-302026-07-28

IEF iShares 7-10 Year Treasury Bond ETF335 shares0.00%2026-06-302026-07-28

EFV Ishares MSCI EAFE Value ETF409 shares0.00%2026-06-302026-07-28

ICE IntercontinentalExchange Group Inc.254 shares0.00%2026-06-302026-07-28

FENI Fidelity Enhanced International ETF766 shares0.00%2026-06-302026-07-28

Sponsored

WINN Harbor Long-Term Growers ETF946 shares0.00%2026-06-302026-07-28

CIBR First Trust Nasdaq Cybersecurity ETF340 shares0.00%2026-06-302026-07-28

IWP iShares Russell Midcap Grwth Index208 shares0.00%2026-06-302026-07-28

FFOG Franklin Focused Dynamic Growth ETF570 shares0.00%2026-06-302026-07-28

JTEK JP Morgan US Tech Leaders ETF263 shares0.00%2026-06-302026-07-28

FLEX Flex Ltd181 shares0.00%2026-06-302026-07-28

EOG EOG Resources, Inc.226 shares-14.07%2026-06-302026-07-28

S&P Global Inc S&P Global Inc71 shares0.00%2026-06-302026-07-28

Sponsored

Aerovironment Inc Aerovironment Inc174 shares163.64%2026-06-302026-07-28

AFL Aflac Inc.239 shares0.00%2026-06-302026-07-28

LAMR Lamar Advertising Co New177 shares0.00%2026-06-302026-07-28

PAYX Paychex, Inc.280 shares0.00%2026-06-302026-07-28

IJK Ishares S&P MidCap 400 Growth ETF233 shares0.00%2026-06-302026-07-28

VHT Vanguard Health Care ETF91 shares0.00%2026-06-302026-07-28

ALB Albemarle Corporation194 shares86.54%2026-06-302026-07-28

PH Parker Hannifin Corporation25 shares0.00%2026-06-302026-07-28

Sponsored

IBTH iShares Bonds Dec 2027 Term1.1K shares0.00%2026-06-302026-07-28

FTV Fortive Corp385 shares0.00%2026-06-302026-07-28

VPL Vanguard Pacific ETF203 shares0.00%2026-06-302026-07-28

KTOS Kratos Defense & Security Solutions Inc467 shares188.27%2026-06-302026-07-28

HIMX Himax Technologies Inc1.5K shares-40.00%2026-06-302026-07-28

JBL Jabil Circuit, Inc.59 shares0.00%2026-06-302026-07-28

SOLS Solstice Advanced Materials Inc.256 sharesnew addition2026-06-302026-07-28

VG Venture Glb Inc Class A2.0K sharesnew addition2026-06-302026-07-28

Sponsored

NUE Nucor100 shares0.00%2026-06-302026-07-28

LQD IShares Trust Goldman Sachs199 sharesnew addition2026-06-302026-07-28

CF CF Industries Holdings Inc.200 shares0.00%2026-06-302026-07-28

NMCO Nuveen Mun Cr Opportunities Fd2.0K shares0.00%2026-06-302026-07-28

USAR USA Rare Earth Inc989 sharesnew addition2026-06-302026-07-28

BF.B Brown-Forman Corp - Cl B798 shares0.00%2026-06-302026-07-28

MP MP Materials Corporation373 sharesnew addition2026-06-302026-07-28

PPG PPG Industries, Inc.169 shares0.00%2026-06-302026-07-28

Sponsored

RONB Baron First Principles ETF818 sharesnew addition2026-06-302026-07-28

FSS Federal Signal Corp150 shares0.00%2026-06-302026-07-28

EXC Exelon Corp410 shares0.00%2026-06-302026-07-28

CWI SPDR MSCI ACWI ex-US ETF468 shares0.00%2026-06-302026-07-28

FDX Fedex Corp.59 shares-30.59%2026-06-302026-07-28

Dominion Resources, Inc. Dominion Resources, Inc.268 shares0.00%2026-06-302026-07-28

DTE DTE Energy Company120 shares0.00%2026-06-302026-07-28

GOVT iShares US Treasury Bond ETF785 shares0.00%2026-06-302026-07-28

Sponsored

INTU Intuit Inc.68 shares0.00%2026-06-302026-07-28

SPEM SPDR Portfolio Emerging Markets ETF339 sharesnew addition2026-06-302026-07-28

SHEL Shell Plc226 shares0.00%2026-06-302026-07-28

Palantir Technologies Inc Palantir Technologies Inc150 shares0.00%2026-06-302026-07-28

MNST Monster Beverage Corp New180 shares0.00%2026-06-302026-07-28

SPTI SPDR Portfolio Intmdt Term ETF569 shares0.00%2026-06-302026-07-28

B Barrick Mining Corp.418 shares164.56%2026-06-302026-07-28

SPMO Invesco S&P 500 Momentum ETF93 shares0.00%2026-06-302026-07-28

Sponsored

CGDV Capital Group Dividend Value ETF300 shares0.00%2026-06-302026-07-28

NEM Newmont Mining Corp157 shares149.21%2026-06-302026-07-28

AG First Majestic Silver Corporation864 shares102.34%2026-06-302026-07-28

CASY Casey`s General Stores, Inc.18 shares0.00%2026-06-302026-07-28

PAAS Pan American Silver Corp317 shares155.65%2026-06-302026-07-28

USIG Ishares Broad USD Inv Grade Corp Bond ETF274 shares0.00%2026-06-302026-07-28

VOE Vanguard Mid-Cap Value ETF71 shares0.00%2026-06-302026-07-28

USB US Bancorp Del227 shares0.00%2026-06-302026-07-28

Sponsored

Medtronic Plc Medtronic Plc164 shares-86.30%2026-06-302026-07-28

MDLZ Mondelez International Inc - A206 shares0.00%2026-06-302026-07-28

CL Colgate Palmolive129 shares0.00%2026-06-302026-07-28

SNAP Snap Inc2.6K shares0.00%2026-06-302026-07-28

BTI British AMN Tobacco186 shares0.00%2026-06-302026-07-28

SCHA Schwab Small Cap Core ETF307 sharesnew addition2026-06-302026-07-28

CMCSA Comcast Corp451 shares0.00%2026-06-302026-07-28

VGIT Vanguard Intermediate-Term Treasury ETF180 shares0.00%2026-06-302026-07-28

Sponsored

IGIB iShares 5-10 Year Investment Grade Corp ETF197 shares0.00%2026-06-302026-07-28

SHOP Shopify Inc90 shares0.00%2026-06-302026-07-28

BSCU Invesco Corp Bond BulletShares 2030605 shares0.00%2026-06-302026-07-28

BSCT Invesco Exchange Bulletshares 2029534 shares0.00%2026-06-302026-07-28

BSCV Invesco Bulletshares 2031 Corp Bd600 shares0.00%2026-06-302026-07-28

NNVC Nanoviricides Inc7.0K shares0.00%2026-06-302026-07-28

ZBH Zimmer Biomet Holdings Inc.112 shares0.00%2026-06-302026-07-28

VIG Vanguard Dividend Appreciation ETF40 shares0.00%2026-06-302026-07-28

Sponsored

COR Cencora32 shares0.00%2026-06-302026-07-28

DOW Dow Inc328 shares0.00%2026-06-302026-07-28

ASTS Ast Spacemobile Inc100 shares0.00%2026-06-302026-07-28

IR Ingersoll Rand Inc108 shares0.00%2026-06-302026-07-28

DTM Dt Midstream Inc60 shares0.00%2026-06-302026-07-28

UL Unilever Plc/s Adr142 sharesnew addition2026-06-302026-07-28

TGT Target Corp64 shares0.00%2026-06-302026-07-28

CHD Church & Dwight Co., Inc.80 shares0.00%2026-06-302026-07-28

Sponsored

IETC iShares US Tech Independence Focused ETF71 shares0.00%2026-06-302026-07-28

3M Company 3M Company47 shares0.00%2026-06-302026-07-28

DGRO Ishares Core Dividend Growth ETF94 shares0.00%2026-06-302026-07-28

EFAV Ishares MSCI EAFE Min Vol Factor ETF69 shares0.00%2026-06-302026-07-28

THG Hanover Insurance Group28 shares0.00%2026-06-302026-07-28

BHF Brighthouse Finl Inc91 shares0.00%2026-06-302026-07-28

DOCS Doximity Inc268 shares0.00%2026-06-302026-07-28

FDL First Trust Morn Dvd Lead In110 shares0.00%2026-06-302026-07-28

Sponsored

IVT Inventrust Pptys Corp146 shares0.00%2026-06-302026-07-28

IEUR Ishares MSCI Euro68 shares-25.27%2026-06-302026-07-28

KTB Kontoor Brands Inc57 shares0.00%2026-06-302026-07-28

NDAQ Nasdaq Stock Market Inc.60 shares0.00%2026-06-302026-07-28

Fedex Freight Holding Company Inc Fedex Freight Holding Company Inc29 sharesnew addition2026-06-302026-07-28

XLB MFC Select Sector Spdr Tr SHS Ben Int-Materia76 shares0.00%2026-06-302026-07-28

SFM Sprouts Fmrs Mkt Inc44 shares0.00%2026-06-302026-07-28

IGF iShares Global Infrastructure ETF53 shares0.00%2026-06-302026-07-28

Sponsored

OXY Occidental Petroleum Corp.72 shares0.00%2026-06-302026-07-28

Alibaba Group Hldg Ltd ADR Alibaba Group Hldg Ltd ADR36 shares0.00%2026-06-302026-07-28

BMNR Bitmine Immersion Technologies Inc250 shares0.00%2026-06-302026-07-28

BAX Baxter International, Inc.151 shares0.00%2026-06-302026-07-28

IPAC MFC Ishares Tr Core MSCI Pac38 shares0.00%2026-06-302026-07-28

VFC VF Corporation185 shares0.00%2026-06-302026-07-28

Constellation Brands, Inc. Constellation Brands, Inc.21 shares0.00%2026-06-302026-07-28

LNT Alliant Energy Corp38 shares0.00%2026-06-302026-07-28

Sponsored

MUX Mcewen Inc/sh Cl B158 shares0.00%2026-06-302026-07-28

LEG Leggett & Platt Inc.240 shares0.00%2026-06-302026-07-28

MARA Holdings Inc MARA Holdings Inc200 shares100.00%2026-06-302026-07-28

ACWV Ishares Inc Edge MSCI Min Vol Global23 shares-55.77%2026-06-302026-07-28

VRT Vertiv Holdings/sh Cl A7 shares0.00%2026-06-302026-07-28

Q Qnity Electronics Inc14 sharesnew addition2026-06-302026-07-28

AMTM Amentum Holdings Inc110 shares0.00%2026-06-302026-07-28

Royal Caribbean Cruises Ltd Royal Caribbean Cruises Ltd7 shares0.00%2026-06-302026-07-28

Sponsored

HL Hecla Mng Co142 shares0.00%2026-06-302026-07-28

OTIS Otis Worldwide Corp29 shares0.00%2026-06-302026-07-28

Applovin Corp/sh Applovin Corp/sh4 shares0.00%2026-06-302026-07-28

HIG Hartford Financial Services Group Inc.14 shares0.00%2026-06-302026-07-28

MAR Marriott International - Class A5 shares0.00%2026-06-302026-07-28

SNPS Synopsys Inc4 shares0.00%2026-06-302026-07-28

VLTO Veralto Corp20 shares0.00%2026-06-302026-07-28

MMC Marsh & McLennan Companies, Inc.10 shares-96.52%2026-06-302026-07-28

Sponsored

P EVERPURE INC21 shares0.00%2026-06-302026-07-28

FSM Fortuna Mining Corp.182 shares0.00%2026-06-302026-07-28

PHM PulteGroup Inc.11 shares0.00%2026-06-302026-07-28

PRCH Porch Grp Inc/sh100 shares0.00%2026-06-302026-07-28

CDNS Cadence Design Systems, Inc.4 shares0.00%2026-06-302026-07-28

Microstrategy Inc. Microstrategy Inc.17 shares0.00%2026-06-302026-07-28

VRSK Verisk Analytics Inc8 shares0.00%2026-06-302026-07-28

CACI CACI International Inc.3 shares0.00%2026-06-302026-07-28

Sponsored

Spotify Technology S A Spotify Technology S A3 shares0.00%2026-06-302026-07-28

Ameriprise Finl Inc Co Ameriprise Finl Inc Co3 shares0.00%2026-06-302026-07-28

RIOT Riot Blockchain Inc50 shares0.00%2026-06-302026-07-28

CTAS Cintas Corp8 shares0.00%2026-06-302026-07-28

MCO Moody's Corp3 shares0.00%2026-06-302026-07-28

KD Kyndryl Hldgs Inc120 shares0.00%2026-06-302026-07-28

RSG Republic Services, Inc.6 shares0.00%2026-06-302026-07-28

DuPont De Nemours Inc DuPont De Nemours Inc9 sharesnew addition2026-06-302026-07-28

Sponsored

CYH Community Health Systems Inc.340 shares0.00%2026-06-302026-07-28

TOTL Ssga Active Etf Tr28 shares0.00%2026-06-302026-07-28

HWM Howmet Aerospace Inc4 shares0.00%2026-06-302026-07-28

DJT Trump Media & Technology Group120 shares0.00%2026-06-302026-07-28

OXY.WS Occidental Pete Corp29 shares0.00%2026-06-302026-07-28

VSNT Versant Media Group Inc17 sharesnew addition2026-06-302026-07-28

MICC Magnum Ice Cream Company N.v.32 sharesnew addition2026-06-302026-07-28

CUZ Cousins Pptys Inc18 shares0.00%2026-06-302026-07-28

Sponsored

LCID Lucid Grp Inc/sh46 shares0.00%2026-06-302026-07-28

OGN Organon & Co20 shares0.00%2026-06-302026-07-28

BITX VOLATILITY SHS TR 2X BITCOIN ETF24 shares0.00%2026-06-302026-07-28

MRNA Moderna Inc3 shares0.00%2026-06-302026-07-28

Energy Focus Inc Energy Focus Inc45 shares0.00%2026-06-302026-07-28

BTBT Bit Digital Inc/sh Sh42 shares0.00%2026-06-302026-07-28

iShares SP 500 Index Fund

0.08%

Shares135.0K

Event2026-06-30

Filed2026-07-28

MSFT

Microsoft, Corp.

3.07%

Shares34.4K

Event2026-06-30

Filed2026-07-28

AAPL

Apple Computer Inc.

-0.52%

Shares40.7K

Event2026-06-30

Filed2026-07-28

JHMM

John Hancock Multifactor Mid Cap ETF

4.29%

Shares147.3K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA

-0.97%

Shares41.6K

Event2026-06-30

Filed2026-07-28

LLY

Eli Lilly & Co.

2.24%

Shares5.8K

Event2026-06-30

Filed2026-07-28

J P Morgan Chase & Co

4.79%

Shares20.9K

Event2026-06-30

Filed2026-07-28

AbbVie Inc.

1.65%

Shares26.9K

Event2026-06-30

Filed2026-07-28

LRCX

Lam Research Corp

-13.99%

Shares14.7K

Event2026-06-30

Filed2026-07-28

GWW

WW Grainger, Inc.

2.36%

Shares4.2K

Event2026-06-30

Filed2026-07-28

PGR

The Progressive Corporation

1.70%

Shares24.9K

Event2026-06-30

Filed2026-07-28

CISCO Sys Inc.

-2.18%

Shares45.9K

Event2026-06-30

Filed2026-07-28

AMZN

Amazon.com, Inc.

-0.81%

Shares21.6K

Event2026-06-30

Filed2026-07-28

TXN

Texas Instruments Inc.

0.97%

Shares17.0K

Event2026-06-30

Filed2026-07-28

GOOG

Alphabet Inc Class C

-0.09%

Shares14.0K

Event2026-06-30

Filed2026-07-28

TSM

Taiwan Semiconductor Mfg Co Ltd

2.39%

Shares10.3K

Event2026-06-30

Filed2026-07-28

QQQ

Invesco QQQ Trust ETF

-0.33%

Shares6.4K

Event2026-06-30

Filed2026-07-28

AMGN

Amgen Inc.

9.69%

Shares12.6K

Event2026-06-30

Filed2026-07-28

CAT

Caterpillar, Inc.

-5.20%

Shares4.1K

Event2026-06-30

Filed2026-07-28

Exxon Mobil Corp.

0.89%

Shares29.8K

Event2026-06-30

Filed2026-07-28

Visa Inc.

3.75%

Shares11.2K

Event2026-06-30

Filed2026-07-28

Citigroup Inc.

15.14%

Shares27.0K

Event2026-06-30

Filed2026-07-28

VLO

Valero Energy Corp

3.10%

Shares14.3K

Event2026-06-30

Filed2026-07-28

WMT

Wal-Mart Stores Inc.

3.35%

Shares32.4K

Event2026-06-30

Filed2026-07-28

Raytheon Technologies Corp

5.36%

Shares17.8K

Event2026-06-30

Filed2026-07-28

LMT

Lockheed Martin Corp.

2.84%

Shares6.4K

Event2026-06-30

Filed2026-07-28

TJX

TJX Companies Inc.

-1.40%

Shares21.5K

Event2026-06-30

Filed2026-07-28

BRK.B

Berkshire Hathaway Inc.-Cl B

3.98%

Shares6.5K

Event2026-06-30

Filed2026-07-28

Home Depot, Inc.

0.98%

Shares8.9K

Event2026-06-30

Filed2026-07-28

FAST

Fastenal Company

2.84%

Shares64.7K

Event2026-06-30

Filed2026-07-28

Coca Cola Co

1.59%

Shares36.4K

Event2026-06-30

Filed2026-07-28

ADP

Automatic Data Processing

3.07%

Shares13.1K

Event2026-06-30

Filed2026-07-28

PANW

Palo Alto Networks Inc

-1.06%

Shares8.3K

Event2026-06-30

Filed2026-07-28

JCPB

J P Morgan Core Plus Bond ETF

2.20%

Shares58.1K

Event2026-06-30

Filed2026-07-28

Goldman Sachs Group Inc.

4.07%

Shares2.7K

Event2026-06-30

Filed2026-07-28

DGX

Quest Diagnostics Inc.

3.65%

Shares12.2K

Event2026-06-30

Filed2026-07-28

AXP

American Express Co.

-0.30%

Shares7.6K

Event2026-06-30

Filed2026-07-28

Morgan Stanley

6.93%

Shares12.0K

Event2026-06-30

Filed2026-07-28

Procter & Gamble Co.

-4.69%

Shares16.7K

Event2026-06-30

Filed2026-07-28

OKE

ONEOK Inc

1.20%

Shares27.9K

Event2026-06-30

Filed2026-07-28

Nextera Energy Inc

2.21%

Shares26.9K

Event2026-06-30

Filed2026-07-28

LHX

L3Harris Technologies Inc

4.41%

Shares8.1K

Event2026-06-30

Filed2026-07-28

ASML

Asml Holding N V

-0.51%

Shares1.2K

Event2026-06-30

Filed2026-07-28

EGP

Eastgroup Properties, Inc.

-37.51%

Shares11.4K

Event2026-06-30

Filed2026-07-28

GOOGL

Alphabet Inc Class A

-2.08%

Shares6.4K

Event2026-06-30

Filed2026-07-28

DLR

Digital Realty Trust Inc

-5.03%

Shares12.6K

Event2026-06-30

Filed2026-07-28

UPRO

ProShares UltraPro S&P 500

New

Shares15.9K

Event2026-06-30

Filed2026-07-28

Crowdstrike Hldgs Inc

27.36%

Shares2.8K

Event2026-06-30

Filed2026-07-28

Blackstone Inc

2.93%

Shares18.0K

Event2026-06-30

Filed2026-07-28

Deere & Company

1.54%

Shares3.1K

Event2026-06-30

Filed2026-07-28

IWM

iShares Russell 2000 Index Fund

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-28

TFC

Truist Finl Corp

5.60%

Shares38.6K

Event2026-06-30

Filed2026-07-28

JPIE

JP Morgan Income ETF

0.09%

Shares41.7K

Event2026-06-30

Filed2026-07-28

BMY

Bristol Myers Squibb Co.

2.64%

Shares32.6K

Event2026-06-30

Filed2026-07-28

CVX

ChevronTexaco Corp

8.93%

Shares11.0K

Event2026-06-30

Filed2026-07-28

Ares Capital Corp

4.50%

Shares96.1K

Event2026-06-30

Filed2026-07-28

SPDR S&P 500 ETF Trust

15.46%

Shares2.4K

Event2026-06-30

Filed2026-07-28

AMD

Advanced Micro Devices Inc.

76.56%

Shares3.0K

Event2026-06-30

Filed2026-07-28

GRMN

Garmin Ltd

6.12%

Shares7.1K

Event2026-06-30

Filed2026-07-28

DIS

Disney, Walt Co.

0.56%

Shares17.3K

Event2026-06-30

Filed2026-07-28

SYY

Sysco Corp

6.71%

Shares19.4K

Event2026-06-30

Filed2026-07-28

PLD

Prologis Inc

4.57%

Shares11.9K

Event2026-06-30

Filed2026-07-28

MLI

Mueller Industries, Inc.

-10.08%

Shares12.7K

Event2026-06-30

Filed2026-07-28

TSLA

Tesla Motors Inc.

-11.24%

Shares3.6K

Event2026-06-30

Filed2026-07-28

LOW

Lowes Companies

0.37%

Shares6.7K

Event2026-06-30

Filed2026-07-28

BIPC

Brookfield Infrastructure Corp.

-7.42%

Shares38.3K

Event2026-06-30

Filed2026-07-28

Costco Wholesale Corp

-0.70%

Shares1.6K

Event2026-06-30

Filed2026-07-28

BLK

Blackrock Inc

6.10%

Shares1.5K

Event2026-06-30

Filed2026-07-28

PKW

Invesco Buyback Achievers ETF

-0.14%

Shares10.0K

Event2026-06-30

Filed2026-07-28

APH

Amphenol Corporation

11.07%

Shares8.0K

Event2026-06-30

Filed2026-07-28

CenterPoint Energy, Inc.

8.45%

Shares31.8K

Event2026-06-30

Filed2026-07-28

SPDR S&P 500 ETF

-7.03%

Shares15.6K

Event2026-06-30

Filed2026-07-28

TMO

Thermo Fisher Scientific Inc.

-1.55%

Shares2.7K

Event2026-06-30

Filed2026-07-28

IQLT

iShares MSCI International Quality Factor ETF

6.08%

Shares27.6K

Event2026-06-30

Filed2026-07-28

Waste Management Inc

9.53%

Shares6.1K

Event2026-06-30

Filed2026-07-28

Nisource Inc.

11.11%

Shares28.3K

Event2026-06-30

Filed2026-07-28

SPHQ

Invesco S&P 500 Quality ETF

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-28

MRK

Merck & Co., Inc.

-8.92%

Shares10.3K

Event2026-06-30

Filed2026-07-28

PNC

PNC Financial Services Group, Inc.

215.72%

Shares5.1K

Event2026-06-30

Filed2026-07-28

SPYG

SPDR Portfolio S&P 500 Growth ETF

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-28

NXP Semiconductors NV

-0.45%

Shares4.2K

Event2026-06-30

Filed2026-07-28

TRMK

Trustmark Corporation

-1.57%

Shares24.7K

Event2026-06-30

Filed2026-07-28

Edwards Lifesciences, Corp.

1.68%

Shares12.1K

Event2026-06-30

Filed2026-07-28

AJG

Arthur J Gallagher & Co

0.53%

Shares4.7K

Event2026-06-30

Filed2026-07-28

VYM

Vanguard High Dividend Yield ETF

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-28

Idexx Laboratories Inc.

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

PRU

Prudential Financial Inc.

2.87%

Shares9.4K

Event2026-06-30

Filed2026-07-28

Broadcom Inc

-3.48%

Shares2.7K

Event2026-06-30

Filed2026-07-28

BDX

Becton Dickinson Co

0.59%

Shares6.5K

Event2026-06-30

Filed2026-07-28

ALL

Allstate Corp.

-1.77%

Shares4.1K

Event2026-06-30

Filed2026-07-28

DHR

Danaher Corp

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-28

MDY

SPDR S&P Midcap 400 ETF Trust Ser 1

1.40%

Shares1.4K

Event2026-06-30

Filed2026-07-28

TMUS

T-mobile Us Inc

2.07%

Shares5.8K

Event2026-06-30

Filed2026-07-28

MPWR

Monolithic Power Systems

-32.67%

Shares680

Event2026-06-30

Filed2026-07-28

VSLU

Applied Finance Valuation ETF

0.00%

Shares20.2K

Event2026-06-30

Filed2026-07-28

VUG

Vanguard Growth ETF

484.79%

Shares10.6K

Event2026-06-30

Filed2026-07-28

SPSM

SPDR S&P 600 Small Cap ETF

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-28

iShares MSCI Core EAFE ETF

167.55%

Shares9.4K

Event2026-06-30

Filed2026-07-28

COWZ

Pacer US Cash Cows 100 ETF

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-28

IWD

iShares Russell 1000 Value

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-28

MCK

McKesson Corporation

New

Shares1.0K

Event2026-06-30

Filed2026-07-28

IWB

iShares Russell 1000 Index

-5.30%

Shares1.9K

Event2026-06-30

Filed2026-07-28

JNJ

Johnson & Johnson

-2.77%

Shares3.0K

Event2026-06-30

Filed2026-07-28

ECL

Ecolab Inc.

-3.94%

Shares2.7K

Event2026-06-30

Filed2026-07-28

MPC

Marathon Petroleum Corporation

-1.02%

Shares2.8K

Event2026-06-30

Filed2026-07-28

Honeywell International Inc

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

VRTX

Vertex Pharmaceuticals Inc.

-1.33%

Shares1.4K

Event2026-06-30

Filed2026-07-28

Honeywell Aerospace Inc

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

PYPL

Paypal Hldgs Inc

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-28

ABT

Abbott Laboratories

-26.30%

Shares7.6K

Event2026-06-30

Filed2026-07-28

COP

ConocoPhillips

2.43%

Shares6.6K

Event2026-06-30

Filed2026-07-28

Verizon Communications

139.98%

Shares15.9K

Event2026-06-30

Filed2026-07-28

Altria Group Inc.

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-28

Vanguard Total Stock Market ETF

11.20%

Shares1.8K

Event2026-06-30

Filed2026-07-28

Meta Platforms Inc Class A

104.66%

Shares1.1K

Event2026-06-30

Filed2026-07-28

YETI

Yeti Hldgs Inc

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-28

IGSB

iShares Short-Term Corporate Bond ETF

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-28

MCD

McDonald's Corp

-12.46%

Shares2.3K

Event2026-06-30

Filed2026-07-28

Regions Financial Corp - New

-2.07%

Shares20.3K

Event2026-06-30

Filed2026-07-28

The Southern Co

-5.18%

Shares6.4K

Event2026-06-30

Filed2026-07-28

WAB

Wabtec Corp

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

IJR

iShares S&P SmallCap 600 Index ETF

13.60%

Shares3.9K

Event2026-06-30

Filed2026-07-28

Oracle, Corp.

-2.30%

Shares3.9K

Event2026-06-30

Filed2026-07-28

VST

Vistra Energy Corp

6603.77%

Shares3.6K

Event2026-06-30

Filed2026-07-28

NSC

Norfolk Southern Corporation

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

CRM

Salesforce.com

-69.41%

Shares3.5K

Event2026-06-30

Filed2026-07-28

SYK

Stryker Corp

-10.27%

Shares1.7K

Event2026-06-30

Filed2026-07-28

IWF

iShares Russell 1000 Growth

300.00%

Shares4.1K

Event2026-06-30

Filed2026-07-28

ENB

Enbridge Inc

-28.18%

Shares9.3K

Event2026-06-30

Filed2026-07-28

Micron Technology

-28.05%

Shares431

Event2026-06-30

Filed2026-07-28

IWR

iShares Russell Mid-Cap ETF

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-28

IJH

iShares S&P MidCap 400 Index ETF

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-28

VOO

Vanguard S&P 500 ETF

3.52%

Shares706

Event2026-06-30

Filed2026-07-28

UBER

Uber Technologies Inc

281.54%

Shares6.7K

Event2026-06-30

Filed2026-07-28

MRVL

Marvell Technology Group Ltd

-14.69%

Shares1.6K

Event2026-06-30

Filed2026-07-28

Mastercard, Inc.

0.00%

Shares909

Event2026-06-30

Filed2026-07-28

SHY

iShares 1-3 Year Treasury Bond ETF

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-28

Live Nation Entertainment Inc

-8.81%

Shares2.4K

Event2026-06-30

Filed2026-07-28

BSX

Boston Scientific Corp

1.90%

Shares9.6K

Event2026-06-30

Filed2026-07-28

Zoetis Inc.

-5.25%

Shares5.7K

Event2026-06-30

Filed2026-07-28

IVE

iShares S&P 500 Value ETF

1326.61%

Shares1.8K

Event2026-06-30

Filed2026-07-28

Applied Materials, Inc.

0.00%

Shares553

Event2026-06-30

Filed2026-07-28

Jacobs Engineering Group Inc

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-28

SBUX

Starbucks Corporation

5.82%

Shares3.8K

Event2026-06-30

Filed2026-07-28

BKAG

BNY Mellon Core Bond ETF

7.10%

Shares9.0K

Event2026-06-30

Filed2026-07-28

BSCR

Invesco Bulletshares 2027 Corp Bd ETF

-24.48%

Shares18.7K

Event2026-06-30

Filed2026-07-28

RDVY

First Trust Rising Dividend Achievers ETF

6.84%

Shares4.5K

Event2026-06-30

Filed2026-07-28

FTI

Technipfmc Plc

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-28

IUSV

iShares Core S&P U.S. Value ETF

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

PBR

Petroleo Brasileiro

-50.00%

Shares22.0K

Event2026-06-30

Filed2026-07-28

RPG

Invesco S&P 500 Pure Growth ETF

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-28

JP Morgan Nasdaq Equity Premium Income ETF

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-28

VEA

Vanguard FTSE Developed Markets ETF

New

Shares4.9K

Event2026-06-30

Filed2026-07-28

Vanguard Small-Cap ETF

7957.14%

Shares1.1K

Event2026-06-30

Filed2026-07-28

The Travelers Cos Inc.

4.23%

Shares1.0K

Event2026-06-30

Filed2026-07-28

EFA

iShares MSCI EAFE Index Fund

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-28

VTV

Vanguard Value ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

WSO

Watsco Inc.

-5.54%

Shares801

Event2026-06-30

Filed2026-07-28

ITW

Illinois Tool Works Inc.

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

FROG

Jfrog Ltd

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

PEP

Pepsico Inc.

-2.21%

Shares2.3K

Event2026-06-30

Filed2026-07-28

PRK

Park National Corp.

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

ETN

Eaton Corp PLC

0.00%

Shares735

Event2026-06-30

Filed2026-07-28

Weyerhaeuser Co

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-28

RSP

Invesco S&P 500 Equal Weight ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

Aptiv/par Vtg Fpd 0.01

New

Shares5.0K

Event2026-06-30

Filed2026-07-28

Philip Morris Intl

-6.31%

Shares1.7K

Event2026-06-30

Filed2026-07-28

PFE

Pfizer, Inc.

-25.57%

Shares12.6K

Event2026-06-30

Filed2026-07-28

AME

AMETEK, Inc.

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

RNST

Renasant Corp

-12.18%

Shares6.7K

Event2026-06-30

Filed2026-07-28

VOT

Vanguard Mid-Cap Growth Indx Fd

0.00%

Shares928

Event2026-06-30

Filed2026-07-28

CALM

Cal-Maine Foods, Inc.

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

EME

EMCOR Group, Inc.

0.00%

Shares338

Event2026-06-30

Filed2026-07-28

SLB

Schlumberger Ltd.

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-28

PDP

Invesco DWA Momentum ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

Chubb Limited

0.00%

Shares803

Event2026-06-30

Filed2026-07-28

SNY

Sanofi-Aventis - ADR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-28

TROW

T. Rowe Price Group, Inc.

-20.70%

Shares2.3K

Event2026-06-30

Filed2026-07-28

GLD

SPDR Gold Trust

8.98%

Shares692

Event2026-06-30

Filed2026-07-28

VWO

Vanguard MSCI Emerging Mkts ETF

835.65%

Shares4.2K

Event2026-06-30

Filed2026-07-28

ADM

Archer Daniels Midland Co

-4.27%

Shares3.2K

Event2026-06-30

Filed2026-07-28

Fiserv, inc.

-19.81%

Shares5.0K

Event2026-06-30

Filed2026-07-28

IEMG

iShares Core MSCI Emerging Mkts ETF

-0.58%

Shares2.9K

Event2026-06-30

Filed2026-07-28

Cigna Corp New

-4.66%

Shares880

Event2026-06-30

Filed2026-07-28

EHC

Encompass Health Corp

-5.56%

Shares2.4K

Event2026-06-30

Filed2026-07-28

NKE

Nike Inc.

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-28

EMB

iShares JP Morgan Em USD EM Mkts Bond ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-28

IWO

iShares Russell 2000 Growth Index Fd

0.00%

Shares570

Event2026-06-30

Filed2026-07-28

QQQM

Invesco NASDAQ 100 ETF

27.73%

Shares737

Event2026-06-30

Filed2026-07-28

SNA

Snap-on Inc.

0.00%

Shares541

Event2026-06-30

Filed2026-07-28

DIA

SPDR DJIA Trust

0.00%

Shares405

Event2026-06-30

Filed2026-07-28

Space Exploration Technologies Corp

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

SCHW

Charles Schwab Corp.

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

BSCQ

Invesco Bulletshares 2026 Corp Bd ETF

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-28

DVY

IShares DJ Select Dividend

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

Antero Midstream Corp

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-28

SLV

iShares Silver Trust

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

DON

WisdomTree MidCap Dividend Fund - F

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-28

EQIX

Equinix Inc

-9.55%

Shares180

Event2026-06-30

Filed2026-07-28

IVW

iShares S&P 500 Growth ETF

14.29%

Shares1.4K

Event2026-06-30

Filed2026-07-28

PSLV

Sprott asset Mgmt LP Physical Silver Trust

New

Shares9.1K

Event2026-06-30

Filed2026-07-28

IMCG

iShares Morningstar Mid-Cap Growth ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

EEM

iShares MSCI Emerging Mkts Index

New

Shares2.5K

Event2026-06-30

Filed2026-07-28

BSCS

Invesco BulletShares 2028 Corp Bond ETF

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-28

UNP

Union Pacific Corp

0.00%

Shares600

Event2026-06-30

Filed2026-07-28

TYL

Tyler Technologies Inc

-10.46%

Shares548

Event2026-06-30

Filed2026-07-28

XLK

Technology Select Sector SPDR Fd

-0.84%

Shares831

Event2026-06-30

Filed2026-07-28

KMX

Carmax Inc

-28.87%

Shares2.9K

Event2026-06-30

Filed2026-07-28

XLI

Industrial Select Sector SPDR Fund

-3.58%

Shares808

Event2026-06-30

Filed2026-07-28

FBTC

Fidelity Wise Origin Bitcoin F

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

BAC

Bank America Corporation

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

LIN

Linde Plc

0.00%

Shares279

Event2026-06-30

Filed2026-07-28

AON

Aon Plc

0.00%

Shares430

Event2026-06-30

Filed2026-07-28

PPLT

Aberdeen Physical Platinum ETF

8552.17%

Shares9.9K

Event2026-06-30

Filed2026-07-28

IBM

International Business Machines

0.00%

Shares485

Event2026-06-30

Filed2026-07-28

VYMI

Vanguard International High Divd Yld

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

ATO

Atmos Energy Corp

-16.86%

Shares700

Event2026-06-30

Filed2026-07-28

SDY

SPDR S&P Dividend ETF

0.00%

Shares765

Event2026-06-30

Filed2026-07-28

PDT

John Hancock Premuim Dividend Fund

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-28

CRWV

Coreweave Inc

-17.23%

Shares1.1K

Event2026-06-30

Filed2026-07-28

MSI

Motorola Solutions, Inc.

0.00%

Shares271

Event2026-06-30

Filed2026-07-28

PAVE

Global X U.S. Infrastructure Dev ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

VCSH

Vanguard S/T Corp Bond ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

Energy Transfer L P

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-28

MTB

M&T Bank Corporation

0.00%

Shares451

Event2026-06-30

Filed2026-07-28

TPSC

Timothy Pln US Sm Cp Core ETF

131.97%

Shares2.2K

Event2026-06-30

Filed2026-07-28

MET

MetLife Inc.

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

AVUS

Amern Centy Etf/avantis U S Equity

0.00%

Shares820

Event2026-06-30

Filed2026-07-28

Vanguard Mid-Cap ETF

343.36%

Shares1.3K

Event2026-06-30

Filed2026-07-28

General Dynamics Corp

-23.04%

Shares284

Event2026-06-30

Filed2026-07-28

SBR

Sabine Royalty Trust

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

TPIF

Timothy Plain Intl ETF

134.22%

Shares2.6K

Event2026-06-30

Filed2026-07-28

CSX

CSX Corporation

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-28

IAU

iShares Gold Trust

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

DIVO

Amplify CWP Enhanced Dividend Income ETF

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

IWS

iShares Russell Midcap Value Index

0.00%

Shares557

Event2026-06-30

Filed2026-07-28

PFF

iShares S&P Pref Stk Indx Fn

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

FAI

First Trust Bloomberg Artificial Intel ETF

167.76%

Shares1.6K

Event2026-06-30

Filed2026-07-28

SHW

Sherwin-Williams Co

0.00%

Shares258

Event2026-06-30

Filed2026-07-28

ROL

Rollins Inc

-32.53%

Shares2.0K

Event2026-06-30

Filed2026-07-28

ETV

Eaton Vance Tax-Managed Buy-Write Opp Fd

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-28

UnitedHealth Group Inc

0.00%

Shares194

Event2026-06-30

Filed2026-07-28

COF

Capital One Financial Corp

0.00%

Shares397

Event2026-06-30

Filed2026-07-28

GILD

Gilead Sciences Inc.

0.00%

Shares610

Event2026-06-30

Filed2026-07-28

IJT

iShares S&P SmallCap 600 Grwth Index Fd

0.00%

Shares411

Event2026-06-30

Filed2026-07-28

Insulet Corporation

New

Shares470

Event2026-06-30

Filed2026-07-28

BKNG

Booking Hldgs Inc

2400.00%

Shares400

Event2026-06-30

Filed2026-07-28

ETR

Entergy Corp

0.00%

Shares620

Event2026-06-30

Filed2026-07-28

Allegion PLC

0.00%

Shares500

Event2026-06-30

Filed2026-07-28

Toyota Motor Corp - ADR

0.00%

Shares400

Event2026-06-30

Filed2026-07-28

CMI

Cummins Inc.

0.00%

Shares94

Event2026-06-30

Filed2026-07-28

VGT

Vanguard Information Technology ETF

700.00%

Shares560

Event2026-06-30

Filed2026-07-28

LIT

Global X Lithium ETF

85.05%

Shares842

Event2026-06-30

Filed2026-07-28

INTC

Intel Corp

0.00%

Shares472

Event2026-06-30

Filed2026-07-28

PHR

Phreesia Inc

-30.18%

Shares6.2K

Event2026-06-30

Filed2026-07-28

QNST

Quinstreet Inc

-20.16%

Shares4.3K

Event2026-06-30

Filed2026-07-28

DUK

Duke Energy Corp

0.00%

Shares494

Event2026-06-30

Filed2026-07-28

VEEV

Veeva Sys Inc

-28.37%

Shares351

Event2026-06-30

Filed2026-07-28

VNQ

Vanguard REIT ETF

0.00%

Shares640

Event2026-06-30

Filed2026-07-28

Trane Technologies Plc

0.00%

Shares123

Event2026-06-30

Filed2026-07-28

VRSN

Verisign Inc.

0.00%

Shares238

Event2026-06-30

Filed2026-07-28

FTC

First Trust Lage Cap Growth Alphadex ETF

0.00%

Shares305

Event2026-06-30

Filed2026-07-28

Vanguard Russell 2000 Index ETF

0.00%

Shares483

Event2026-06-30

Filed2026-07-28

USMV

Ishares MSCI USA Minimum Volatility Fund

0.00%

Shares592

Event2026-06-30

Filed2026-07-28

IBIT

Ishares Bitcoin ETF

134.11%

Shares1.7K

Event2026-06-30

Filed2026-07-28

QCOM

Qualcomm Inc.

0.00%

Shares306

Event2026-06-30

Filed2026-07-28

Pool Corporation

-13.91%

Shares260

Event2026-06-30

Filed2026-07-28

CME

CME Group Inc.

-31.18%

Shares245

Event2026-06-30

Filed2026-07-28

QUAL

Ishares MSCI USA Quality Factor ETF

0.00%

Shares244

Event2026-06-30

Filed2026-07-28

SLF

SunLife Financial Inc.

0.00%

Shares681

Event2026-06-30

Filed2026-07-28

OGE

OGE Energy Corp

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

ANET

Arista Networks Inc.

-25.19%

Shares291

Event2026-06-30

Filed2026-07-28

EXG

Eaton Vance Tax-Managed Global

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

Acuity Brands Inc.

-3.03%

Shares128

Event2026-06-30

Filed2026-07-28

UPS

United Parcel Service, Inc.

0.00%

Shares446

Event2026-06-30

Filed2026-07-28

ISRG

Intuitive Surgical, Inc.

-29.59%

Shares119

Event2026-06-30

Filed2026-07-28

FITB

Fifth Third Bancorp

0.00%

Shares837

Event2026-06-30

Filed2026-07-28

GIS

General Mills, Inc.

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

XLC

SPDR Communication Services ETF

0.00%

Shares435

Event2026-06-30

Filed2026-07-28

Ark Autonomous Technology & Robotics ETF

91.76%

Shares349

Event2026-06-30

Filed2026-07-28

PFG

Principal Finl Group Inc

0.00%

Shares422

Event2026-06-30

Filed2026-07-28

WFC

Wells Fargo & Co New

0.00%

Shares549

Event2026-06-30

Filed2026-07-28

Seagate Technology Holdings Plc

0.00%

Shares47

Event2026-06-30

Filed2026-07-28

Boeing Co

0.00%

Shares198

Event2026-06-30

Filed2026-07-28

HQL

Tekla Life Sciences Invs

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

FNX

First Tr Mid Cap Core Alphadex

0.00%

Shares290

Event2026-06-30

Filed2026-07-28

Realty Income Corp.

0.00%

Shares684

Event2026-06-30

Filed2026-07-28

KKR

KKR & Co Inc CL A

0.00%

Shares440

Event2026-06-30

Filed2026-07-28

FTCS

First Trust Capital Strength

0.00%

Shares429

Event2026-06-30

Filed2026-07-28

GDDY

Godaddy Inc

-40.61%

Shares471

Event2026-06-30

Filed2026-07-28

SRE

Sempra Energy

0.00%

Shares428

Event2026-06-30

Filed2026-07-28

AT&T Inc.

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

REMX

Vaneck Etf Tr/vaneck Vectors Rare

272.88%

Shares440

Event2026-06-30

Filed2026-07-28

XEL

Xcel Energy, Inc.

0.00%

Shares483

Event2026-06-30

Filed2026-07-28

IYM

iShares Dow Jones U.S. Basic Materials Sector

0.00%

Shares214

Event2026-06-30

Filed2026-07-28

FETH

Fidelity Ethereum Fd

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

DECK

Deckers Outdoor Corporation

0.00%

Shares378

Event2026-06-30

Filed2026-07-28

Vaneck Gold Miners ETF

0.00%

Shares496

Event2026-06-30

Filed2026-07-28

RMD

ResMed Inc.

0.00%

Shares192

Event2026-06-30

Filed2026-07-28

AIG

American International Group, Inc.

0.00%

Shares500

Event2026-06-30

Filed2026-07-28

DFAC

Dimensional US Core Equity 2 ETF

0.00%

Shares836

Event2026-06-30

Filed2026-07-28

XLF

Select Sector SPDR Financials Tr

0.00%

Shares683

Event2026-06-30

Filed2026-07-28

HPS

John Hancock Preferred Income Fd III

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

IJJ

Ishares S&P Mid Cap 400 Value

0.00%

Shares246

Event2026-06-30

Filed2026-07-28

CVS

CVS/Caremark Corp

0.00%

Shares346

Event2026-06-30

Filed2026-07-28

Freeport-McMoRan Copper & Gold Inc.

138.63%

Shares556

Event2026-06-30

Filed2026-07-28

Accenture PLC

-82.36%

Shares280

Event2026-06-30

Filed2026-07-28

Netflix Inc.

2.13%

Shares480

Event2026-06-30

Filed2026-07-28

SMH

VanEck Semiconductor ETF

0.00%

Shares52

Event2026-06-30

Filed2026-07-28

SPTS

SPDR Portfolio Short Term Treasury

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

CEG

Constellation Energy Corp

0.00%

Shares136

Event2026-06-30

Filed2026-07-28

Ford Motor Company

-10.66%

Shares2.4K

Event2026-06-30

Filed2026-07-28

CMS

CMS Energy Corporation

0.00%

Shares430

Event2026-06-30

Filed2026-07-28

BND

Vanguard Total Bond Index ETF

New

Shares441

Event2026-06-30

Filed2026-07-28

XLV

Healthcare Select SPDR Fund

0.00%

Shares203

Event2026-06-30

Filed2026-07-28

HACK

Amplify Cybersecurity ETF

0.00%

Shares303

Event2026-06-30

Filed2026-07-28

IEF

iShares 7-10 Year Treasury Bond ETF

0.00%

Shares335

Event2026-06-30

Filed2026-07-28

EFV

Ishares MSCI EAFE Value ETF

0.00%

Shares409

Event2026-06-30

Filed2026-07-28

ICE

IntercontinentalExchange Group Inc.

0.00%

Shares254

Event2026-06-30

Filed2026-07-28

FENI

Fidelity Enhanced International ETF

0.00%

Shares766

Event2026-06-30

Filed2026-07-28

WINN

Harbor Long-Term Growers ETF

0.00%

Shares946

Event2026-06-30

Filed2026-07-28

CIBR

First Trust Nasdaq Cybersecurity ETF

0.00%

Shares340

Event2026-06-30

Filed2026-07-28

IWP

iShares Russell Midcap Grwth Index

0.00%

Shares208

Event2026-06-30

Filed2026-07-28

FFOG

Franklin Focused Dynamic Growth ETF

0.00%

Shares570

Event2026-06-30

Filed2026-07-28

JTEK

JP Morgan US Tech Leaders ETF

0.00%

Shares263

Event2026-06-30

Filed2026-07-28

FLEX

Flex Ltd

0.00%

Shares181

Event2026-06-30

Filed2026-07-28

EOG

EOG Resources, Inc.

-14.07%

Shares226

Event2026-06-30

Filed2026-07-28

S&P Global Inc

0.00%

Shares71

Event2026-06-30

Filed2026-07-28

Aerovironment Inc

163.64%

Shares174

Event2026-06-30

Filed2026-07-28

AFL

Aflac Inc.

0.00%

Shares239

Event2026-06-30

Filed2026-07-28

LAMR

Lamar Advertising Co New

0.00%

Shares177

Event2026-06-30

Filed2026-07-28

PAYX

Paychex, Inc.

0.00%

Shares280

Event2026-06-30

Filed2026-07-28

IJK

Ishares S&P MidCap 400 Growth ETF

0.00%

Shares233

Event2026-06-30

Filed2026-07-28

VHT

Vanguard Health Care ETF

0.00%

Shares91

Event2026-06-30

Filed2026-07-28

ALB

Albemarle Corporation

86.54%

Shares194

Event2026-06-30

Filed2026-07-28

Parker Hannifin Corporation

0.00%

Shares25

Event2026-06-30

Filed2026-07-28

IBTH

iShares Bonds Dec 2027 Term

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

FTV

Fortive Corp

0.00%

Shares385

Event2026-06-30

Filed2026-07-28

VPL

Vanguard Pacific ETF

0.00%

Shares203

Event2026-06-30

Filed2026-07-28

KTOS

Kratos Defense & Security Solutions Inc

188.27%

Shares467

Event2026-06-30

Filed2026-07-28

HIMX

Himax Technologies Inc

-40.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

JBL

Jabil Circuit, Inc.

0.00%

Shares59

Event2026-06-30

Filed2026-07-28

SOLS

Solstice Advanced Materials Inc.

New

Shares256

Event2026-06-30

Filed2026-07-28

Venture Glb Inc Class A

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

NUE

Nucor

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

LQD

IShares Trust Goldman Sachs

New

Shares199

Event2026-06-30

Filed2026-07-28

CF Industries Holdings Inc.

0.00%

Shares200

Event2026-06-30

Filed2026-07-28

NMCO

Nuveen Mun Cr Opportunities Fd

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-28

USAR

USA Rare Earth Inc

New

Shares989

Event2026-06-30

Filed2026-07-28

BF.B

Brown-Forman Corp - Cl B

0.00%

Shares798

Event2026-06-30

Filed2026-07-28

MP Materials Corporation

New

Shares373

Event2026-06-30

Filed2026-07-28

PPG

PPG Industries, Inc.

0.00%

Shares169

Event2026-06-30

Filed2026-07-28

RONB

Baron First Principles ETF

New

Shares818

Event2026-06-30

Filed2026-07-28

FSS

Federal Signal Corp

0.00%

Shares150

Event2026-06-30

Filed2026-07-28

EXC

Exelon Corp

0.00%

Shares410

Event2026-06-30

Filed2026-07-28

CWI

SPDR MSCI ACWI ex-US ETF

0.00%

Shares468

Event2026-06-30

Filed2026-07-28

FDX

Fedex Corp.

-30.59%

Shares59

Event2026-06-30

Filed2026-07-28

Dominion Resources, Inc.

0.00%

Shares268

Event2026-06-30

Filed2026-07-28

DTE

DTE Energy Company

0.00%

Shares120

Event2026-06-30

Filed2026-07-28

GOVT

iShares US Treasury Bond ETF

0.00%

Shares785

Event2026-06-30

Filed2026-07-28

INTU

Intuit Inc.

0.00%

Shares68

Event2026-06-30

Filed2026-07-28

SPEM

SPDR Portfolio Emerging Markets ETF

New

Shares339

Event2026-06-30

Filed2026-07-28

SHEL

Shell Plc

0.00%

Shares226

Event2026-06-30

Filed2026-07-28

Palantir Technologies Inc

0.00%

Shares150

Event2026-06-30

Filed2026-07-28

MNST

Monster Beverage Corp New

0.00%

Shares180

Event2026-06-30

Filed2026-07-28

SPTI

SPDR Portfolio Intmdt Term ETF

0.00%

Shares569

Event2026-06-30

Filed2026-07-28

Barrick Mining Corp.

164.56%

Shares418

Event2026-06-30

Filed2026-07-28

SPMO

Invesco S&P 500 Momentum ETF

0.00%

Shares93

Event2026-06-30

Filed2026-07-28

CGDV

Capital Group Dividend Value ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-28

NEM

Newmont Mining Corp

149.21%

Shares157

Event2026-06-30

Filed2026-07-28

First Majestic Silver Corporation

102.34%

Shares864

Event2026-06-30

Filed2026-07-28

CASY

Casey`s General Stores, Inc.

0.00%

Shares18

Event2026-06-30

Filed2026-07-28

PAAS

Pan American Silver Corp

155.65%

Shares317

Event2026-06-30

Filed2026-07-28

USIG

Ishares Broad USD Inv Grade Corp Bond ETF

0.00%

Shares274

Event2026-06-30

Filed2026-07-28

VOE

Vanguard Mid-Cap Value ETF

0.00%

Shares71

Event2026-06-30

Filed2026-07-28

USB

US Bancorp Del

0.00%

Shares227

Event2026-06-30

Filed2026-07-28

Medtronic Plc

-86.30%

Shares164

Event2026-06-30

Filed2026-07-28

MDLZ

Mondelez International Inc - A

0.00%

Shares206

Event2026-06-30

Filed2026-07-28

Colgate Palmolive

0.00%

Shares129

Event2026-06-30

Filed2026-07-28

SNAP

Snap Inc

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

BTI

British AMN Tobacco

0.00%

Shares186

Event2026-06-30

Filed2026-07-28

SCHA

Schwab Small Cap Core ETF

New

Shares307

Event2026-06-30

Filed2026-07-28

CMCSA

Comcast Corp

0.00%

Shares451

Event2026-06-30

Filed2026-07-28

VGIT

Vanguard Intermediate-Term Treasury ETF

0.00%

Shares180

Event2026-06-30

Filed2026-07-28

IGIB

iShares 5-10 Year Investment Grade Corp ETF

0.00%

Shares197

Event2026-06-30

Filed2026-07-28

SHOP

Shopify Inc

0.00%

Shares90

Event2026-06-30

Filed2026-07-28

BSCU

Invesco Corp Bond BulletShares 2030

0.00%

Shares605

Event2026-06-30

Filed2026-07-28

BSCT

Invesco Exchange Bulletshares 2029

0.00%

Shares534

Event2026-06-30

Filed2026-07-28

BSCV

Invesco Bulletshares 2031 Corp Bd

0.00%

Shares600

Event2026-06-30

Filed2026-07-28

NNVC

Nanoviricides Inc

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-28

ZBH

Zimmer Biomet Holdings Inc.

0.00%

Shares112

Event2026-06-30

Filed2026-07-28

VIG

Vanguard Dividend Appreciation ETF

0.00%

Shares40

Event2026-06-30

Filed2026-07-28

COR

Cencora

0.00%

Shares32

Event2026-06-30

Filed2026-07-28

DOW

Dow Inc

0.00%

Shares328

Event2026-06-30

Filed2026-07-28

ASTS

Ast Spacemobile Inc

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

Ingersoll Rand Inc

0.00%

Shares108

Event2026-06-30

Filed2026-07-28

DTM

Dt Midstream Inc

0.00%

Shares60

Event2026-06-30

Filed2026-07-28

Unilever Plc/s Adr

New

Shares142

Event2026-06-30

Filed2026-07-28

TGT

Target Corp

0.00%

Shares64

Event2026-06-30

Filed2026-07-28

CHD

Church & Dwight Co., Inc.

0.00%

Shares80

Event2026-06-30

Filed2026-07-28

IETC

iShares US Tech Independence Focused ETF

0.00%

Shares71

Event2026-06-30

Filed2026-07-28

3M Company

0.00%

Shares47

Event2026-06-30

Filed2026-07-28

DGRO

Ishares Core Dividend Growth ETF

0.00%

Shares94

Event2026-06-30

Filed2026-07-28

EFAV

Ishares MSCI EAFE Min Vol Factor ETF

0.00%

Shares69

Event2026-06-30

Filed2026-07-28

THG

Hanover Insurance Group

0.00%

Shares28

Event2026-06-30

Filed2026-07-28

BHF

Brighthouse Finl Inc

0.00%

Shares91

Event2026-06-30

Filed2026-07-28

DOCS

Doximity Inc

0.00%

Shares268

Event2026-06-30

Filed2026-07-28

FDL

First Trust Morn Dvd Lead In

0.00%

Shares110

Event2026-06-30

Filed2026-07-28

IVT

Inventrust Pptys Corp

0.00%

Shares146

Event2026-06-30

Filed2026-07-28

IEUR

Ishares MSCI Euro

-25.27%

Shares68

Event2026-06-30

Filed2026-07-28

KTB

Kontoor Brands Inc

0.00%

Shares57

Event2026-06-30

Filed2026-07-28

NDAQ

Nasdaq Stock Market Inc.

0.00%

Shares60

Event2026-06-30

Filed2026-07-28

Fedex Freight Holding Company Inc

New

Shares29

Event2026-06-30

Filed2026-07-28

XLB

MFC Select Sector Spdr Tr SHS Ben Int-Materia

0.00%

Shares76

Event2026-06-30

Filed2026-07-28

SFM

Sprouts Fmrs Mkt Inc

0.00%

Shares44

Event2026-06-30

Filed2026-07-28

IGF

iShares Global Infrastructure ETF

0.00%

Shares53

Event2026-06-30

Filed2026-07-28

OXY

Occidental Petroleum Corp.

0.00%

Shares72

Event2026-06-30

Filed2026-07-28

Alibaba Group Hldg Ltd ADR

0.00%

Shares36

Event2026-06-30

Filed2026-07-28

BMNR

Bitmine Immersion Technologies Inc

0.00%

Shares250

Event2026-06-30

Filed2026-07-28

BAX

Baxter International, Inc.

0.00%

Shares151

Event2026-06-30

Filed2026-07-28

IPAC

MFC Ishares Tr Core MSCI Pac

0.00%

Shares38

Event2026-06-30

Filed2026-07-28

VFC

VF Corporation

0.00%

Shares185

Event2026-06-30

Filed2026-07-28

Constellation Brands, Inc.

0.00%

Shares21

Event2026-06-30

Filed2026-07-28

LNT

Alliant Energy Corp

0.00%

Shares38

Event2026-06-30

Filed2026-07-28

MUX

Mcewen Inc/sh Cl B

0.00%

Shares158

Event2026-06-30

Filed2026-07-28

LEG

Leggett & Platt Inc.

0.00%

Shares240

Event2026-06-30

Filed2026-07-28

MARA Holdings Inc

100.00%

Shares200

Event2026-06-30

Filed2026-07-28

ACWV

Ishares Inc Edge MSCI Min Vol Global

-55.77%

Shares23

Event2026-06-30

Filed2026-07-28

VRT

Vertiv Holdings/sh Cl A

0.00%

Shares7

Event2026-06-30

Filed2026-07-28

Qnity Electronics Inc

New

Shares14

Event2026-06-30

Filed2026-07-28

AMTM

Amentum Holdings Inc

0.00%

Shares110

Event2026-06-30

Filed2026-07-28

Royal Caribbean Cruises Ltd

0.00%

Shares7

Event2026-06-30

Filed2026-07-28

Hecla Mng Co

0.00%

Shares142

Event2026-06-30

Filed2026-07-28

OTIS

Otis Worldwide Corp

0.00%

Shares29

Event2026-06-30

Filed2026-07-28

Applovin Corp/sh

0.00%

Shares4

Event2026-06-30

Filed2026-07-28

HIG

Hartford Financial Services Group Inc.

0.00%

Shares14

Event2026-06-30

Filed2026-07-28

MAR

Marriott International - Class A

0.00%

Shares5

Event2026-06-30

Filed2026-07-28

SNPS

Synopsys Inc

0.00%

Shares4

Event2026-06-30

Filed2026-07-28

VLTO

Veralto Corp

0.00%

Shares20

Event2026-06-30

Filed2026-07-28

MMC

Marsh & McLennan Companies, Inc.

-96.52%

Shares10

Event2026-06-30

Filed2026-07-28

EVERPURE INC

0.00%

Shares21

Event2026-06-30

Filed2026-07-28

FSM

Fortuna Mining Corp.

0.00%

Shares182

Event2026-06-30

Filed2026-07-28

PHM

PulteGroup Inc.

0.00%

Shares11

Event2026-06-30

Filed2026-07-28

PRCH

Porch Grp Inc/sh

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

CDNS

Cadence Design Systems, Inc.

0.00%

Shares4

Event2026-06-30

Filed2026-07-28

Microstrategy Inc.

0.00%

Shares17

Event2026-06-30

Filed2026-07-28

VRSK

Verisk Analytics Inc

0.00%

Shares8

Event2026-06-30

Filed2026-07-28

CACI

CACI International Inc.

0.00%

Shares3

Event2026-06-30

Filed2026-07-28

Spotify Technology S A

0.00%

Shares3

Event2026-06-30

Filed2026-07-28

Ameriprise Finl Inc Co

0.00%

Shares3

Event2026-06-30

Filed2026-07-28

RIOT

Riot Blockchain Inc

0.00%

Shares50

Event2026-06-30

Filed2026-07-28

CTAS

Cintas Corp

0.00%

Shares8

Event2026-06-30

Filed2026-07-28

MCO

Moody's Corp

0.00%

Shares3

Event2026-06-30

Filed2026-07-28

Kyndryl Hldgs Inc

0.00%

Shares120

Event2026-06-30

Filed2026-07-28

RSG

Republic Services, Inc.

0.00%

Shares6

Event2026-06-30

Filed2026-07-28

DuPont De Nemours Inc

New

Shares9

Event2026-06-30

Filed2026-07-28

CYH

Community Health Systems Inc.

0.00%

Shares340

Event2026-06-30

Filed2026-07-28

TOTL

Ssga Active Etf Tr

0.00%

Shares28

Event2026-06-30

Filed2026-07-28

HWM

Howmet Aerospace Inc

0.00%

Shares4

Event2026-06-30

Filed2026-07-28

DJT

Trump Media & Technology Group

0.00%

Shares120

Event2026-06-30

Filed2026-07-28

OXY.WS

Occidental Pete Corp

0.00%

Shares29

Event2026-06-30

Filed2026-07-28

VSNT

Versant Media Group Inc

New

Shares17

Event2026-06-30

Filed2026-07-28

MICC

Magnum Ice Cream Company N.v.

New

Shares32

Event2026-06-30

Filed2026-07-28

CUZ

Cousins Pptys Inc

0.00%

Shares18

Event2026-06-30

Filed2026-07-28

LCID

Lucid Grp Inc/sh

0.00%

Shares46

Event2026-06-30

Filed2026-07-28

OGN

Organon & Co

0.00%

Shares20

Event2026-06-30

Filed2026-07-28

BITX

VOLATILITY SHS TR 2X BITCOIN ETF

0.00%

Shares24

Event2026-06-30

Filed2026-07-28

MRNA

Moderna Inc

0.00%

Shares3

Event2026-06-30

Filed2026-07-28

Energy Focus Inc

0.00%

Shares45

Event2026-06-30

Filed2026-07-28

BTBT

Bit Digital Inc/sh Sh

0.00%

Shares42

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available