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The Analysis of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's Holdings & P&L

Currently, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds 493 types of securities in its portfolio with a total value $902.8M. In the most recent quarter, they have increased their positions in VUG (+162.9K shares, valued at $14.0M), FTCB (+298.0K shares, valued at $6.2M), FBND (+134.8K shares, valued at $6.1M); decreased their positions in N/A (-26.9K shares, valued at $3.1M), TBIL (-31.2K shares, valued at $1.6M), MRK (-10.4K shares, valued at $1.3M); initiated new positions in CEG (+12.3K shares, valued at $3.0M), MFSM (+70.4K shares, valued at $1.8M), SSO (+19.7K shares, valued at $1.3M).

1M P&L

+15.4M+2.22%

3M P&L

+28.6M+4.19%

HY P&L

-47.5M-6.26%

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/A470.6M

61.9%

2Semiconductors52.0M

6.8%

3Consumer Electronics24.6M

3.2%

Top Industries by Stock Count

1N/A274 stocks

62.6%

2Utilities - Regulated Electric9 stocks

2.1%

3Semiconductors8 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDV CAPITAL GROUP DIVIDEND VALUE1.1M shares2.14%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS114.8K shares0.60%2026-06-302026-07-09

AAPL APPLE INC85.0K shares-4.14%2026-06-302026-07-09

FBND FIDELITY MERRIMACK STR TR509.0K shares36.03%2026-06-302026-07-09

VOO VANGUARD INDEX FDS33.1K shares8.59%2026-06-302026-07-09

NVDA NVIDIA CORPORATION111.8K shares3.14%2026-06-302026-07-09

AMZN AMAZON COM INC86.4K shares-1.03%2026-06-302026-07-09

ISHARES TR ISHARES TR26.5K shares0.77%2026-06-302026-07-09

Sponsored

VUG VANGUARD INDEX FDS196.2K shares488.08%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL27.1K shares3.44%2026-06-302026-07-09

CGGR CAPITAL GROUP GROWTH ETF286.3K shares1.19%2026-06-302026-07-09

GLD SPDR GOLD TR34.6K shares-2.08%2026-06-302026-07-09

MSFT MICROSOFT CORP33.8K shares-1.43%2026-06-302026-07-09

DNP DNP SELECT INCOME FD INC1.1M shares-9.19%2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC40.4K shares1.71%2026-06-302026-07-09

GOOGL ALPHABET INC32.3K shares7.28%2026-06-302026-07-09

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.9K shares-2.08%2026-06-302026-07-09

SMH VANECK ETF TRUST16.8K shares1.43%2026-06-302026-07-09

VCSH VANGUARD SCOTTSDALE FDS130.0K shares6.86%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS43.2K shares-7.55%2026-06-302026-07-09

VXUS VANGUARD STAR FDS110.5K shares61.43%2026-06-302026-07-09

JEPI J P MORGAN EXCHANGE TRADED F156.5K shares-10.43%2026-06-302026-07-09

BROADCOM INC BROADCOM INC22.0K shares-10.37%2026-06-302026-07-09

FTCB FIRST TR EXCHANGE-TRADED FD395.1K shares306.95%2026-06-302026-07-09

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD41.3K shares99.80%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC13.4K shares0.48%2026-06-302026-07-09

AVLV AMERICAN CENTY ETF TR82.5K shares12.50%2026-06-302026-07-09

GE GE AEROSPACE19.8K shares0.21%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T33.7K shares-1.26%2026-06-302026-07-09

TSLA TESLA INC16.9K shares5.75%2026-06-302026-07-09

GEV GE VERNOVA INC5.6K shares-0.88%2026-06-302026-07-09

QQQ INVESCO QQQ TR8.5K shares1.16%2026-06-302026-07-09

Sponsored

LLY ELI LILLY & CO5.1K shares1.66%2026-06-302026-07-09

BKLN INVESCO EXCH TRADED FD TR II282.6K shares3.37%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO16.9K shares-0.11%2026-06-302026-07-09

FNDX SCHWAB STRATEGIC TR174.9K shares3.35%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR26.1K shares-2.21%2026-06-302026-07-09

INTC INTEL CORP35.3K shares6.87%2026-06-302026-07-09

RAAX VANECK ETF TRUST118.1K shares0.35%2026-06-302026-07-09

AMGN AMGEN INC12.8K shares0.02%2026-06-302026-07-09

Sponsored

RTX CORPORATION RTX CORPORATION23.8K shares-0.04%2026-06-302026-07-09

GOOG ALPHABET INC12.2K shares-5.52%2026-06-302026-07-09

FLOT ISHARES TR84.1K shares-15.16%2026-06-302026-07-09

CAT CATERPILLAR INC4.0K shares62.79%2026-06-302026-07-09

DFAT DIMENSIONAL ETF TRUST58.1K shares-0.41%2026-06-302026-07-09

RSPT INVESCO EXCHANGE TRADED FD T62.7K shares1.66%2026-06-302026-07-09

CIBR FIRST TR EXCHANGE-TRADED FD44.9K shares0.82%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.2K shares0.02%2026-06-302026-07-09

Sponsored

JNJ JOHNSON & JOHNSON15.2K shares2.23%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR112.4K shares3.99%2026-06-302026-07-09

PHYS SPROTT ASSET MANAGEMENT LP120.9K shares-5.54%2026-06-302026-07-09

RDVY FIRST TR EXCHANGE TRADED FD41.3K shares-2.24%2026-06-302026-07-09

SOUTHERN CO SOUTHERN CO34.8K shares2.22%2026-06-302026-07-09

VO VANGUARD INDEX FDS41.1K shares302.51%2026-06-302026-07-09

IAU ISHARES GOLD TR43.3K shares-14.23%2026-06-302026-07-09

XLF SELECT SECTOR SPDR TR58.4K shares0.80%2026-06-302026-07-09

Sponsored

CEG CONSTELLATION ENERGY CORP12.3K sharesnew addition2026-06-302026-07-09

NBIS NEBIUS GROUP N.V.10.8K shares-3.37%2026-06-302026-07-09

SOXX ISHARES TR4.6K shares3.32%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP5.7K shares0.35%2026-06-302026-07-09

VGT VANGUARD WORLD FD23.1K shares742.72%2026-06-302026-07-09

ISHARES TR ISHARES TR28.5K shares2.54%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC23.3K shares-13.24%2026-06-302026-07-09

IFF INTERNATIONAL FLAVORS&FRAGRA34.5K shares-0.60%2026-06-302026-07-09

Sponsored

FAD FIRST TR EXCHANGE-TRADED ALP13.6K shares-0.38%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC3.7K shares227.21%2026-06-302026-07-09

MRK MERCK & CO INC20.7K shares-33.43%2026-06-302026-07-09

IWM ISHARES TR8.7K shares3.87%2026-06-302026-07-09

VEU VANGUARD INTL EQUITY INDEX F30.9K shares1.84%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS9.1K shares3.72%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC28.9K shares4.25%2026-06-302026-07-09

VFLO VICTORY PORTFOLIOS II55.2K shares0.89%2026-06-302026-07-09

Sponsored

VISA INC VISA INC7.3K shares-3.62%2026-06-302026-07-09

QUAL ISHARES TR11.4K shares-1.22%2026-06-302026-07-09

ASTRAZENECA PLC ASTRAZENECA PLC13.1K shares-0.16%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFAC5.0K shares-9.04%2026-06-302026-07-09

PDI PIMCO DYNAMIC INCOME FD139.8K shares-0.81%2026-06-302026-07-09

CGMU CAPITAL GRP FIXED INCM ETF T84.8K shares-24.62%2026-06-302026-07-09

AVUV AMERICAN CENTY ETF TR18.7K shares35.47%2026-06-302026-07-09

DUK DUKE ENERGY CORP NEW18.2K shares-0.39%2026-06-302026-07-09

Sponsored

COWG PACER FDS TR57.2K shares-0.37%2026-06-302026-07-09

HD HOME DEPOT INC6.4K shares9.14%2026-06-302026-07-09

VCIT VANGUARD SCOTTSDALE FDS27.2K shares-5.26%2026-06-302026-07-09

SHOP SHOPIFY INC19.3K shares387.21%2026-06-302026-07-09

AKRE PROFESIONALLY MANAGED PORTFO41.5K shares2.40%2026-06-302026-07-09

ABBVIE INC ABBVIE INC8.7K shares-0.76%2026-06-302026-07-09

IEI ISHARES TR18.4K shares7.35%2026-06-302026-07-09

ITOT ISHARES TR13.0K shares-4.44%2026-06-302026-07-09

Sponsored

AEE AMEREN CORP18.7K shares2.57%2026-06-302026-07-09

MCD MCDONALDS CORP7.7K shares-3.26%2026-06-302026-07-09

LHX L3HARRIS TECHNOLOGIES INC7.1K shares1.18%2026-06-302026-07-09

VB VANGUARD INDEX FDS6.8K shares-2.15%2026-06-302026-07-09

DVY ISHARES TR13.2K shares-5.28%2026-06-302026-07-09

CVX CHEVRON CORPORATION12.3K shares-6.63%2026-06-302026-07-09

WMT WALMART INC17.9K shares-4.50%2026-06-302026-07-09

ENB ENBRIDGE INC37.2K shares-2.24%2026-06-302026-07-09

Sponsored

SYY SYSCO CORP23.7K shares-5.16%2026-06-302026-07-09

PEG PUBLIC SVC ENTERPRISE GROUP23.9K shares1.69%2026-06-302026-07-09

RKLB ROCKET LAB CORP19.1K shares-3.50%2026-06-302026-07-09

AEP AMERICAN ELEC PWR CO INC13.9K shares-1.70%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR59.5K shares4.16%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC16.1K shares-62.66%2026-06-302026-07-09

XLC SELECT SECTOR SPDR TR17.3K shares-6.91%2026-06-302026-07-09

BSV VANGUARD BD INDEX FDS23.5K shares-5.58%2026-06-302026-07-09

Sponsored

MU MICRON TECHNOLOGY INC1.6K shares115.08%2026-06-302026-07-09

CLOA BLACKROCK ETF TRUST II35.1K shares209.97%2026-06-302026-07-09

FTEC FIDELITY COVINGTON TRUST6.3K shares-3.20%2026-06-302026-07-09

PG PROCTER & GAMBLE CO12.3K shares-3.25%2026-06-302026-07-09

NOC NORTHROP GRUMMAN CORP3.5K shares1.03%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC3.2K shares-0.34%2026-06-302026-07-09

MFSM MFS ACTIVE EXCHANGE TRADED F70.4K sharesnew addition2026-06-302026-07-09

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F28.2K shares10.41%2026-06-302026-07-09

Sponsored

TBIL RBB FD INC34.6K shares-47.44%2026-06-302026-07-09

IWR ISHARES TR15.3K shares0.25%2026-06-302026-07-09

JPIE J P MORGAN EXCHANGE TRADED F35.1K shares-20.35%2026-06-302026-07-09

XLV SELECT SECTOR SPDR TR9.9K shares7.98%2026-06-302026-07-09

PSI INVESCO EXCHANGE TRADED FD T8.1K shares0.56%2026-06-302026-07-09

IWF ISHARES TR12.3K shares300.91%2026-06-302026-07-09

JHMM JOHN HANCOCK EXCHANGE TRADED20.2K shares2.22%2026-06-302026-07-09

IVE ISHARES TR6.7K shares4.79%2026-06-302026-07-09

Sponsored

ASML ASML HLDG NV752 shares-8.07%2026-06-302026-07-09

DFAI DIMENSIONAL ETF TRUST35.4K shares-1.69%2026-06-302026-07-09

BIL SPDR SERIES TRUST15.7K shares-11.13%2026-06-302026-07-09

BINC BLACKROCK ETF TRUST II27.4K shares0.72%2026-06-302026-07-09

XLI SELECT SECTOR SPDR TR7.6K shares-1.75%2026-06-302026-07-09

DIA STATE STR SPDR DOW JONES IND2.7K shares0.22%2026-06-302026-07-09

XLE SELECT SECTOR SPDR TR26.2K shares-14.70%2026-06-302026-07-09

UDN INVESCO DB US DLR INDEX TR76.4K shares14.06%2026-06-302026-07-09

Sponsored

IWD ISHARES TR5.6K shares-2.12%2026-06-302026-07-09

PH PARKER-HANNIFIN CORP1.4K shares-0.50%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS8.5K shares-39.57%2026-06-302026-07-09

AIRR FIRST TR EXCHANGE TRADED FD10.0K shares5.43%2026-06-302026-07-09

VT VANGUARD INTL EQUITY INDEX F8.5K shares-7.04%2026-06-302026-07-09

SSO PROSHARES TR19.7K sharesnew addition2026-06-302026-07-09

KO COCA COLA CO16.0K shares-5.39%2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS L35.0K shares-1.13%2026-06-302026-07-09

Sponsored

AGI ALAMOS GOLD INC42.0K shares3.20%2026-06-302026-07-09

CGCP CAPITAL GRP FIXED INCM ETF T57.1K shares9.69%2026-06-302026-07-09

IREN IREN LIMITED26.3K shares-0.37%2026-06-302026-07-09

GLW CORNING INC4.7K shares38.48%2026-06-302026-07-09

OKE ONEOK INC NEW13.2K shares-0.50%2026-06-302026-07-09

MKL MARKEL GROUP INC580 shares6.42%2026-06-302026-07-09

USMV ISHARES TR11.7K shares-2.59%2026-06-302026-07-09

DGRO ISHARES TR14.8K shares-1.01%2026-06-302026-07-09

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.0K sharesnew addition2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS15.4K shares1.05%2026-06-302026-07-09

VANECK ETF TRUST VANECK ETF TRUST14.5K shares3.18%2026-06-302026-07-09

ITA ISHARES TR4.5K shares-2.45%2026-06-302026-07-09

MOAT VANECK ETF TRUST10.4K shares-13.53%2026-06-302026-07-09

CARY ANGEL OAK FUNDS TRUST51.7K shares100.52%2026-06-302026-07-09

HONEYWELL INTL INC HONEYWELL INTL INC4.8K sharesnew addition2026-06-302026-07-09

PEP PEPSICO INC7.9K shares-5.37%2026-06-302026-07-09

Sponsored

IVW ISHARES TR7.8K shares-4.12%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.0K shares-7.15%2026-06-302026-07-09

CP CANADIAN PACIFIC KANSAS CITY12.0K sharesnew addition2026-06-302026-07-09

LRCX LAM RESEARCH CORP2.4K shares-19.78%2026-06-302026-07-09

MDY STATE STR SPDR S&P MIDCAP 401.4K shares-0.34%2026-06-302026-07-09

ETN EATON CORP PLC2.4K shares2.18%2026-06-302026-07-09

FARX ADVISORS INNER CIRCLE FD II35.1K shares-0.96%2026-06-302026-07-09

CHUBB LIMITED CHUBB LIMITED3.0K shares-0.30%2026-06-302026-07-09

Sponsored

NGG NATIONAL GRID PLC12.1K shares-0.32%2026-06-302026-07-09

DGRW WISDOMTREE TR10.4K shares-25.91%2026-06-302026-07-09

IJH ISHARES TR12.8K shares-0.42%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC969 shares0.52%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC2.8K shares-15.55%2026-06-302026-07-09

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR20.8K shares-1.69%2026-06-302026-07-09

EEM ISHARES TR13.7K shares-4.35%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.2K shares2.10%2026-06-302026-07-09

Sponsored

VWO VANGUARD INTL EQUITY INDEX F15.4K shares-4.05%2026-06-302026-07-09

ORACLE CORP ORACLE CORP6.2K shares26.96%2026-06-302026-07-09

NWN NORTHWEST NAT HLDG CO18.2K shares1.01%2026-06-302026-07-09

AMERICAN HOMES 4 RENT AMERICAN HOMES 4 RENT26.6K shares94.09%2026-06-302026-07-09

WASTE MGMT INC DEL WASTE MGMT INC DEL3.9K shares-2.55%2026-06-302026-07-09

MGK VANGUARD WORLD FD9.7K shares378.73%2026-06-302026-07-09

VDE VANGUARD WORLD FD5.7K shares-5.53%2026-06-302026-07-09

UTES ETFIS SER TR I10.3K shares42.84%2026-06-302026-07-09

Sponsored

IRM IRON MTN INC DEL6.7K shares-4.67%2026-06-302026-07-09

BX BLACKSTONE INC7.2K shares0.00%2026-06-302026-07-09

EWZ ISHARES INC24.4K shares63.59%2026-06-302026-07-09

BA BOEING CO3.9K shares-18.33%2026-06-302026-07-09

PM PHILIP MORRIS INTL INC4.6K shares-0.32%2026-06-302026-07-09

ICSH ISHARES TR16.2K shares11.39%2026-06-302026-07-09

BAC BANK OF AMER CORP14.1K shares-1.38%2026-06-302026-07-09

INVH INVITATION HOMES INC26.3K shares91.79%2026-06-302026-07-09

Sponsored

XBI SPDR SERIES TRUST5.0K sharesnew addition2026-06-302026-07-09

WFC WELLS FARGO & CO9.5K shares-2.94%2026-06-302026-07-09

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.4K shares28.36%2026-06-302026-07-09

DFJ WISDOMTREE TR7.4K shares-1.79%2026-06-302026-07-09

MGM MGM RESORTS INTERNATIONAL16.3K shares-14.18%2026-06-302026-07-09

GGN GAMCO GLOBAL GOLD NAT RES &160.5K shares-0.89%2026-06-302026-07-09

AEM AGNICO EAGLE MINES LTD5.0K shares20.69%2026-06-302026-07-09

HDV ISHARES TR28.1K shares370.67%2026-06-302026-07-09

Sponsored

IVOL KRANESHARES TRUST43.9K shares-0.44%2026-06-302026-07-09

FDVV FIDELITY COVINGTON TRUST12.5K shares3.71%2026-06-302026-07-09

AFL AFLAC INC6.4K shares0.50%2026-06-302026-07-09

TPYP TORTOISE CAPITAL SERIES TRUS17.9K shares-5.11%2026-06-302026-07-09

UNP UNION PAC CORP2.7K shares48.19%2026-06-302026-07-09

BLK BLACKROCK INC777 shares-16.36%2026-06-302026-07-09

VTV VANGUARD INDEX FDS3.4K shares-12.02%2026-06-302026-07-09

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP4.2K sharesnew addition2026-06-302026-07-09

Sponsored

JAAA JANUS DETROIT STR TR14.2K shares-9.74%2026-06-302026-07-09

DHR DANAHER CORP DEL3.7K shares-0.27%2026-06-302026-07-09

CGSD CAPITAL GRP FIXED INCM ETF T27.1K shares0.44%2026-06-302026-07-09

IBIT ISHARES BITCOIN TRUST ETF21.0K shares-6.95%2026-06-302026-07-09

LOW LOWES COS INC3.2K shares-1.68%2026-06-302026-07-09

NPCT NUVEEN CORE PLUS IMPACT FUND68.7K shares-0.77%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.6K shares-64.85%2026-06-302026-07-09

PVAL PUTNAM ETF TRUST13.4K shares36.19%2026-06-302026-07-09

Sponsored

DBEF DBX ETF TR12.5K shares0.00%2026-06-302026-07-09

ISHARES TR ISHARES TR6.9K shares-60.10%2026-06-302026-07-09

CCJ CAMECO CORP6.6K shares6.22%2026-06-302026-07-09

DOMINION ENERGY INC DOMINION ENERGY INC9.8K shares-3.05%2026-06-302026-07-09

TJX TJX COS INC NEW4.4K shares-11.36%2026-06-302026-07-09

ABT ABBOTT LABORATORIES7.3K shares-12.66%2026-06-302026-07-09

C CITIGROUP INC4.7K shares-2.30%2026-06-302026-07-09

FNCL FIDELITY COVINGTON TRUST8.6K shares-11.94%2026-06-302026-07-09

Sponsored

FFLC FIDELITY COVINGTON TRUST11.2K shares16.25%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS8.9K shares-4.47%2026-06-302026-07-09

MO ALTRIA GROUP INC9.1K shares-2.99%2026-06-302026-07-09

EW EDWARDS LIFESCIENCES CORP7.2K shares37.09%2026-06-302026-07-09

FDN FIRST TR EXCHANGE-TRADED FD2.4K shares-21.74%2026-06-302026-07-09

BKGI BNY MELLON ETF TRUST14.3K shares4.38%2026-06-302026-07-09

TQQQ PROSHARES TR7.8K sharesnew addition2026-06-302026-07-09

TOTL SSGA ACTIVE ETF TR15.8K shares6.49%2026-06-302026-07-09

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UPRO PROSHARES TR4.4K sharesnew addition2026-06-302026-07-09

MET METLIFE INC7.3K shares0.04%2026-06-302026-07-09

ED CONSOLIDATED EDISON INC5.6K shares-0.07%2026-06-302026-07-09

DFLV DIMENSIONAL ETF TRUST15.5K shares0.81%2026-06-302026-07-09

SPHQ INVESCO EXCHANGE TRADED FD T6.8K shares-2.39%2026-06-302026-07-09

ROK ROCKWELL AUTOMATION INC1.2K shares-11.68%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC1.2K shares1.41%2026-06-302026-07-09

PYLD PIMCO ETF TR23.0K shares-9.88%2026-06-302026-07-09

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UNM UNUM GROUP6.7K shares0.10%2026-06-302026-07-09

USTB VICTORY PORTFOLIOS II11.8K shares-20.42%2026-06-302026-07-09

CLOI VANECK ETF TRUST11.2K sharesnew addition2026-06-302026-07-09

EUAD SPINNAKER ETF SERIES14.0K sharesnew addition2026-06-302026-07-09

TD TORONTO DOMINION BK ONT4.9K shares0.00%2026-06-302026-07-09

TCAF T ROWE PRICE EXCHANGE-TRADED14.2K shares-0.32%2026-06-302026-07-09

SPIB SPDR SERIES TRUST17.4K shares-6.33%2026-06-302026-07-09

DFSV DIMENSIONAL ETF TRUST15.0K shares0.81%2026-06-302026-07-09

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VTR VENTAS INC6.5K shares-5.18%2026-06-302026-07-09

TC ENERGY CORP TC ENERGY CORP8.7K shares21.94%2026-06-302026-07-09

RTH VANECK ETF TRUST2.3K shares-0.31%2026-06-302026-07-09

THOMSON REUTERS CORP THOMSON REUTERS CORP7.0K sharesnew addition2026-06-302026-07-09

IGIB ISHARES TR10.7K shares-9.79%2026-06-302026-07-09

IEMG ISHARES INC6.8K shares-37.15%2026-06-302026-07-09

QCOM QUALCOMM INC3.0K shares-0.49%2026-06-302026-07-09

UYLD ANGEL OAK FUNDS TRUST10.7K shares68.44%2026-06-302026-07-09

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VBR VANGUARD INDEX FDS2.2K shares14.63%2026-06-302026-07-09

DSL DOUBLELINE INCOME SOLUTIONS49.1K shares0.84%2026-06-302026-07-09

BMO BANK MONTREAL MEDIUM3.1K shares0.00%2026-06-302026-07-09

T AT&T INC26.0K shares-4.99%2026-06-302026-07-09

MS MORGAN STANLEY2.6K shares1.14%2026-06-302026-07-09

POWL POWELL INDS INC1.9K shares97.37%2026-06-302026-07-09

FHLC FIDELITY COVINGTON TRUST6.9K shares97.09%2026-06-302026-07-09

ADP AUTOMATIC DATA PROCESSING IN2.3K shares3.15%2026-06-302026-07-09

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ARK ETF TR ARK ETF TR3.9K shares75.32%2026-06-302026-07-09

IDE VOYA INFRASTRUCTURE INDLS &37.6K shares5.16%2026-06-302026-07-09

URNM SPROTT FDS TR9.7K shares-0.58%2026-06-302026-07-09

XAR SPDR SERIES TRUST1.8K shares-2.03%2026-06-302026-07-09

CGUS CAPITAL GROUP CORE EQUITY ET11.3K shares0.14%2026-06-302026-07-09

SCHM SCHWAB STRATEGIC TR13.6K shares-8.53%2026-06-302026-07-09

EXC EXELON CORP10.6K shares7.06%2026-06-302026-07-09

GILD GILEAD SCIENCES INC3.9K shares-2.63%2026-06-302026-07-09

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VHT VANGUARD WORLD FD1.6K shares0.00%2026-06-302026-07-09

DFUS DIMENSIONAL ETF TRUST5.9K shares0.22%2026-06-302026-07-09

DISV DIMENSIONAL ETF TRUST12.1K shares0.43%2026-06-302026-07-09

CDNS CADENCE DESIGN SYSTEM INC1.3K shares10.19%2026-06-302026-07-09

PFF ISHARES TR15.8K shares-0.82%2026-06-302026-07-09

BYLD ISHARES TR21.2K shares-17.83%2026-06-302026-07-09

PNC PNC FINL SVCS GROUP INC1.9K shares-1.07%2026-06-302026-07-09

BST BLACKROCK SCIENCE & TECHNOLO9.4K shares4.11%2026-06-302026-07-09

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FLRN SPDR SERIES TRUST15.5K shares-42.51%2026-06-302026-07-09

AOHY ANGEL OAK FUNDS TRUST43.3K sharesnew addition2026-06-302026-07-09

UTG REAVES UTIL INCOME FD11.7K shares9.12%2026-06-302026-07-09

JEF JEFFERIES FINANCIAL GROUP IN9.5K shares0.04%2026-06-302026-07-09

FXI ISHARES TR15.0K shares-2.78%2026-06-302026-07-09

NBXG NEUBERGER NEXT GENERATION28.1K shares5.82%2026-06-302026-07-09

CVS CVS HEALTH CORP4.5K shares-2.44%2026-06-302026-07-09

COF CAPITAL ONE FINL CORP2.3K shares0.00%2026-06-302026-07-09

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CL COLGATE PALMOLIVE CO5.0K shares4.01%2026-06-302026-07-09

BNO UNITED STS BRENT OIL FD LP11.2K sharesnew addition2026-06-302026-07-09

WAB WABTEC1.7K shares-0.12%2026-06-302026-07-09

CSX CSX CORP9.6K shares0.77%2026-06-302026-07-09

FDHY FIDELITY COVINGTON TRUST9.2K shares-4.77%2026-06-302026-07-09

VPU VANGUARD WORLD FD2.3K shares43.16%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS4.7K shares-3.25%2026-06-302026-07-09

IJK ISHARES TR3.8K shares0.03%2026-06-302026-07-09

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IBB ISHARES TR2.4K shares34.03%2026-06-302026-07-09

DIHP DIMENSIONAL ETF TRUST13.1K shares1.74%2026-06-302026-07-09

SDVY FIRST TR EXCHANGE TRADED FD10.3K shares-0.75%2026-06-302026-07-09

WPM WHEATON PRECIOUS METALS CORP3.9K shares-1.58%2026-06-302026-07-09

SPGP INVESCO EXCHANGE TRADED FD T3.6K shares1.39%2026-06-302026-07-09

FENY FIDELITY COVINGTON TRUST14.7K shares-4.43%2026-06-302026-07-09

DE DEERE & CO682 shares65.53%2026-06-302026-07-09

MAR MARRIOTT INTL INC NEW1.2K shares-2.34%2026-06-302026-07-09

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JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.9K shares0.07%2026-06-302026-07-09

PFFA ETFIS SER TR I20.7K shares11.12%2026-06-302026-07-09

GNOV FIRST TR EXCHNG TRADED FD VI10.2K shares-12.64%2026-06-302026-07-09

IEF ISHARES TR4.5K shares-0.31%2026-06-302026-07-09

DUHP DIMENSIONAL ETF TRUST10.0K shares1.52%2026-06-302026-07-09

IYW ISHARES TR1.7K shares-0.90%2026-06-302026-07-09

SNOWFLAKE INC SNOWFLAKE INC1.6K shares4.13%2026-06-302026-07-09

IWO ISHARES TR1.1K shares0.09%2026-06-302026-07-09

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GDMN WISDOMTREE TR5.8K shares103.68%2026-06-302026-07-09

BMY BRISTOL-MYERS SQUIBB CO7.2K shares-1.84%2026-06-302026-07-09

MOO VANECK ETF TRUST5.2K shares5.08%2026-06-302026-07-09

PRU PRUDENTIAL FINL INC3.8K sharesnew addition2026-06-302026-07-09

RDVI FIRST TR EXCHANGE-TRADED FD13.9K shares36.88%2026-06-302026-07-09

ARK ETF TR ARK ETF TR5.0K shares2.85%2026-06-302026-07-09

GRPM INVESCO EXCHANGE TRADED FD T3.1K shares0.89%2026-06-302026-07-09

ECH ISHARES INC10.0K sharesnew addition2026-06-302026-07-09

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SOLS SOLSTICE ADVANCED MATLS INC4.4K shares27.59%2026-06-302026-07-09

AVDV AMERICAN CENTY ETF TR3.8K shares8.63%2026-06-302026-07-09

MGNR AMERICAN BEACON SELECT FUNDS8.0K shares85.03%2026-06-302026-07-09

CALF PACER FDS TR7.7K shares-0.54%2026-06-302026-07-09

RF REGIONS FINANCIAL CORP NEW12.8K shares-11.14%2026-06-302026-07-09

EMR EMERSON ELEC CO2.7K shares0.00%2026-06-302026-07-09

PPA INVESCO EXCHANGE TRADED FD T2.2K shares0.60%2026-06-302026-07-09

PFE PFIZER INC16.0K shares26.51%2026-06-302026-07-09

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NEM NEWMONT CORP4.1K sharesnew addition2026-06-302026-07-09

LAZ LAZARD INC9.0K shares-2.17%2026-06-302026-07-09

SPVM INVESCO EXCHANGE TRADED FD T5.0K sharesnew addition2026-06-302026-07-09

VOT VANGUARD INDEX FDS1.2K shares0.41%2026-06-302026-07-09

HGER HARBOR ETF TRUST12.6K shares-3.67%2026-06-302026-07-09

SCHW SCHWAB CHARLES CORP4.0K shares1.24%2026-06-302026-07-09

FALN ISHARES TR13.5K shares-13.36%2026-06-302026-07-09

GLU GABELLI GLOBAL UTIL & INCOME19.1K shares1.43%2026-06-302026-07-09

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VPLS VANGUARD MALVERN FDS4.7K shares-5.28%2026-06-302026-07-09

BILS SPDR SERIES TRUST3.7K shares-29.95%2026-06-302026-07-09

NOBL PROSHARES TR6.5K shares91.87%2026-06-302026-07-09

SPDN DIREXION SHARES ETF TRUST41.8K shares-14.96%2026-06-302026-07-09

VOE VANGUARD INDEX FDS1.8K shares-5.56%2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR12.3K shares-0.60%2026-06-302026-07-09

BDJ BLACKROCK ENHANCED EQUITY DI37.7K shares6.52%2026-06-302026-07-09

OHI OMEGA HEALTHCARE INVS INC7.5K shares1.81%2026-06-302026-07-09

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BFLY BUTTERFLY NETWORK INC42.5K shares4.94%2026-06-302026-07-09

AIO VIRTUS ARTIFICIAL INTELLIGEN12.7K shares7.68%2026-06-302026-07-09

NVDX ETF OPPORTUNITIES TRUST20.9K shares0.21%2026-06-302026-07-09

CGHM CAPITAL GRP FIXED INCM ETF T13.7K sharesnew addition2026-06-302026-07-09

ESE ESCO TECHNOLOGIES INC1.0K shares0.00%2026-06-302026-07-09

IFRA ISHARES TR5.6K shares-2.77%2026-06-302026-07-09

SLB SLB LIMITED7.6K shares9.33%2026-06-302026-07-09

FVAL FIDELITY COVINGTON TRUST4.5K shares0.04%2026-06-302026-07-09

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DFAC DIMENSIONAL ETF TRUST7.9K shares-23.06%2026-06-302026-07-09

VTS VITESSE ENERGY INC22.2K shares-0.15%2026-06-302026-07-09

IUSV ISHARES TR3.2K shares-4.52%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC8.2K shares-24.83%2026-06-302026-07-09

LVHI LEGG MASON ETF INVT8.5K shares35.50%2026-06-302026-07-09

APD AIR PRODUCTS AND CHEMICALS I1.2K shares0.09%2026-06-302026-07-09

BALT INNOVATOR ETFS TRUST9.9K shares-30.60%2026-06-302026-07-09

IWB ISHARES TR826 shares-2.13%2026-06-302026-07-09

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FREEPORT MCMORAN INC FREEPORT MCMORAN INC5.4K shares-8.40%2026-06-302026-07-09

XMMO INVESCO EXCHANGE TRADED FD T1.9K shares13.34%2026-06-302026-07-09

ITW ILLINOIS TOOL WKS INC1.2K shares19.39%2026-06-302026-07-09

MUB ISHARES TR3.1K shares1.06%2026-06-302026-07-09

CGGO CAPITAL GROUP GBL GROWTH EQT7.8K shares0.00%2026-06-302026-07-09

ES EVERSOURCE ENERGY4.5K shares-9.86%2026-06-302026-07-09

EFA ISHARES TR3.1K shares13.72%2026-06-302026-07-09

CNXT VANECK ETF TRUST5.2K sharesnew addition2026-06-302026-07-09

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ARK ETF TR ARK ETF TR2.2K shares-0.14%2026-06-302026-07-09

DIS DISNEY WALT CO3.3K shares-11.79%2026-06-302026-07-09

XMHQ INVESCO EXCHANGE TRADED FD T2.8K shares-0.96%2026-06-302026-07-09

OMAH TIDAL TRUST III17.0K sharesnew addition2026-06-302026-07-09

FSLR FIRST SOLAR INC1.3K shares10.42%2026-06-302026-07-09

PYPL PAYPAL HLDGS INC7.2K sharesnew addition2026-06-302026-07-09

TNA DIREXION SHARES ETF TRUST4.1K sharesnew addition2026-06-302026-07-09

HYMB SPDR SERIES TRUST12.2K sharesnew addition2026-06-302026-07-09

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ASGI ABRDN GLOBAL INFRA INCOME FU13.2K shares13.50%2026-06-302026-07-09

ALPS ETF TR ALPS ETF TR5.9K shares8.85%2026-06-302026-07-09

NETFLIX INC. NETFLIX INC.4.2K shares8.30%2026-06-302026-07-09

3M CO 3M CO1.9K shares0.32%2026-06-302026-07-09

OXY OCCIDENTAL PETE CORP6.2K shares0.00%2026-06-302026-07-09

SLQD ISHARES TR5.9K shares-32.12%2026-06-302026-07-09

COLO GLOBAL X FDS7.2K shares0.00%2026-06-302026-07-09

ARK ETF TR ARK ETF TR7.5K shares-12.90%2026-06-302026-07-09

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USB US BANCORP4.9K sharesnew addition2026-06-302026-07-09

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SIRI SIRIUSXM HOLDINGS INC9.9K shares5.44%2026-06-302026-07-09

CWS ADVISORSHARES TR4.3K shares33.90%2026-06-302026-07-09

EOS EATON VANCE ENHANCED EQUITY13.2K shares7.91%2026-06-302026-07-09

CGMS CAPITAL GRP FIXED INCM ETF T10.6K sharesnew addition2026-06-302026-07-09

VRT VERTIV HOLDINGS CO863 shares-10.94%2026-06-302026-07-09

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SBUX STARBUCKS CORP2.8K shares24.80%2026-06-302026-07-09

BOND PIMCO ETF TR3.1K shares9.66%2026-06-302026-07-09

FLRT PACER FDS TR6.1K shares-30.06%2026-06-302026-07-09

FRDM EA SERIES TRUST3.9K shares3.16%2026-06-302026-07-09

SCHF SCHWAB STRATEGIC TR10.3K shares-21.02%2026-06-302026-07-09

COP CONOCOPHILLIPS2.7K shares-3.98%2026-06-302026-07-09

KMI KINDER MORGAN INC DEL8.7K shares5.09%2026-06-302026-07-09

KYN KAYNE ANDERSON ENERGY INFRST20.1K shares-1.60%2026-06-302026-07-09

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PULS PGIM ETF TR5.6K shares-46.51%2026-06-302026-07-09

DFSI DIMENSIONAL ETF TRUST6.2K shares-0.81%2026-06-302026-07-09

ANET ARISTA NETWORKS INC1.6K sharesnew addition2026-06-302026-07-09

FLEX FLEX LTD1.7K sharesnew addition2026-06-302026-07-09

IUSB ISHARES TR5.9K shares-61.67%2026-06-302026-07-09

VOOV VANGUARD ADMIRAL FDS INC1.3K shares4.42%2026-06-302026-07-09

GEHC GE HEALTHCARE TECHNOLOGIES I4.3K shares-1.02%2026-06-302026-07-09

SCHP SCHWAB STRATEGIC TR10.3K shares-0.52%2026-06-302026-07-09

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RBB FD INC RBB FD INC5.4K sharesnew addition2026-06-302026-07-09

SDY SPDR SERIES TRUST1.8K shares-4.09%2026-06-302026-07-09

ABFL ABACUS FCF ETF TR3.1K shares0.45%2026-06-302026-07-09

OIH VANECK ETF TRUST717 shares-13.82%2026-06-302026-07-09

FENI FIDELITY COVINGTON TRUST6.6K shares2.82%2026-06-302026-07-09

FTCS FIRST TR EXCHANGE-TRADED FD2.8K shares-20.58%2026-06-302026-07-09

TPR TAPESTRY INC1.8K shares0.00%2026-06-302026-07-09

VOOG VANGUARD ADMIRAL FDS INC3.2K sharesnew addition2026-06-302026-07-09

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DATADOG INC DATADOG INC999 sharesnew addition2026-06-302026-07-09

BIZD VANECK ETF TRUST20.3K shares-14.53%2026-06-302026-07-09

HEWJ ISHARES TR3.9K shares0.00%2026-06-302026-07-09

NIE VIRTUS EQUITY & CONV INCM FD9.4K shares9.27%2026-06-302026-07-09

CARR CARRIER GLOBAL CORPORATION3.4K sharesnew addition2026-06-302026-07-09

FBCG FIDELITY COVINGTON TRUST4.0K sharesnew addition2026-06-302026-07-09

EFAV ISHARES TR2.8K shares0.50%2026-06-302026-07-09

ULS UL SOLUTIONS INC2.4K shares0.12%2026-06-302026-07-09

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DEO DIAGEO PLC3.1K sharesnew addition2026-06-302026-07-09

VTEI VANGUARD MUN BD FDS2.4K sharesnew addition2026-06-302026-07-09

GBTC GRAYSCALE BITCOIN TRUST ETF5.4K shares-6.02%2026-06-302026-07-09

TIP ISHARES TR2.2K shares14.04%2026-06-302026-07-09

VTIP VANGUARD MALVERN FDS4.8K shares-11.85%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO708 shares1.00%2026-06-302026-07-09

MNST MONSTER BEVERAGE CORP NEW2.5K sharesnew addition2026-06-302026-07-09

VTEC VANGUARD CALIF TAX FREE FDS2.4K shares-36.69%2026-06-302026-07-09

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PAYX PAYCHEX INC2.4K sharesnew addition2026-06-302026-07-09

COHR COHERENT CORP601 sharesnew addition2026-06-302026-07-09

AIA ISHARES TR1.7K sharesnew addition2026-06-302026-07-09

DBX ETF TR DBX ETF TR7.7K shares1.78%2026-06-302026-07-09

RVNU DBX ETF TR9.3K sharesnew addition2026-06-302026-07-09

FMHI FIRST TR EXCH TRADED FD III4.8K sharesnew addition2026-06-302026-07-09

Q QNITY ELECTRONICS INC1.4K sharesnew addition2026-06-302026-07-09

XLY SELECT SECTOR SPDR TR2.0K shares0.45%2026-06-302026-07-09

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VRIG INVESCO ACTIVELY MANAGED EXC9.3K shares-57.92%2026-06-302026-07-09

BNDX VANGUARD CHARLOTTE FDS4.8K shares0.57%2026-06-302026-07-09

CMCSA COMCAST CORP NEW9.4K shares-50.76%2026-06-302026-07-09

UTF COHEN & STEERS INFRASTRUCTUR8.3K sharesnew addition2026-06-302026-07-09

CLOUDFLARE INC CLOUDFLARE INC936 sharesnew addition2026-06-302026-07-09

IUSG ISHARES TR1.2K sharesnew addition2026-06-302026-07-09

HXL HEXCEL CORP NEW2.3K sharesnew addition2026-06-302026-07-09

BSTZ BLACKROCK SCIENCE & TECHNOLO7.5K sharesnew addition2026-06-302026-07-09

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UPS UNITED PARCEL SVCS INC2.1K sharesnew addition2026-06-302026-07-09

NMT NUVEEN MASS QUALITY MUN INC17.2K shares64.24%2026-06-302026-07-09

NEA NUVEEN AMT FREE QLTY MUN INC19.1K shares6.62%2026-06-302026-07-09

MINT PIMCO ETF TR2.2K shares-4.15%2026-06-302026-07-09

ILMN ILLUMINA INC1.3K sharesnew addition2026-06-302026-07-09

HACK AMPLIFY ETF TR2.1K sharesnew addition2026-06-302026-07-09

EUSA ISHARES INC1.9K sharesnew addition2026-06-302026-07-09

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MCK MCKESSON CORP292 shares-1.68%2026-06-302026-07-09

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EXG EATON VANCE TAX-MANAGED GLOB22.5K shares1.63%2026-06-302026-07-09

IVLU ISHARES TR5.2K shares3.53%2026-06-302026-07-09

FPS FORGENT POWER SOLUTIONS INC3.9K sharesnew addition2026-06-302026-07-09

ELAN ELANCO ANIMAL HEALTH INC8.8K shares-0.15%2026-06-302026-07-09

EMO CLEARBRIDGE ENERGY MIDSTREAM4.3K shares8.22%2026-06-302026-07-09

HYG ISHARES TR2.7K shares-8.15%2026-06-302026-07-09

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PSFF PACER FDS TR6.3K shares-0.76%2026-06-302026-07-09

MDYG SPDR SERIES TRUST1.9K sharesnew addition2026-06-302026-07-09

GUARDANT HEALTH INC GUARDANT HEALTH INC1.4K sharesnew addition2026-06-302026-07-09

PSQ PROSHARES TR8.4K shares-42.76%2026-06-302026-07-09

ACWX ISHARES TR2.8K sharesnew addition2026-06-302026-07-09

FLUOR CORP FLUOR CORP4.0K sharesnew addition2026-06-302026-07-09

PSX PHILLIPS 661.2K shares-3.06%2026-06-302026-07-09

FIDU FIDELITY COVINGTON TRUST2.1K shares-16.92%2026-06-302026-07-09

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TDVI FIRST TR EXCHANGE-TRADED FD6.5K sharesnew addition2026-06-302026-07-09

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ORLY OREILLY AUTOMOTIVE INC2.2K sharesnew addition2026-06-302026-07-09

IDA IDACORP INC1.3K sharesnew addition2026-06-302026-07-09

KLAC KLA CORP672 sharesnew addition2026-06-302026-07-09

QQQX NUVEEN NASDAQ 100 DYNAMIC OV6.7K sharesnew addition2026-06-302026-07-09

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.6K sharesnew addition2026-06-302026-07-09

WIW WESTERN AST INFL LKD OPP & I23.0K shares8.32%2026-06-302026-07-09

Sponsored

BTX BLACKROCK TECH AND PRIVATE E20.6K sharesnew addition2026-06-302026-07-09

PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC22.7K sharesnew addition2026-06-302026-07-09

PPLT ABRDN PLATINUM ETF TRUST12.7K sharesnew addition2026-06-302026-07-09

FOF COHEN & STEERS CLOSED-END12.7K sharesnew addition2026-06-302026-07-09

DLY DOUBLELINE YIELD OPPORTUNITI12.1K shares2.20%2026-06-302026-07-09

ABRDN TOTAL DYNAMIC DIVIDEND ABRDN TOTAL DYNAMIC DIVIDEND15.8K shares4.19%2026-06-302026-07-09

HIO WESTERN ASSET HIGH INCOME OP41.8K shares2.52%2026-06-302026-07-09

BCX BLACKROCK RES & COMMODITIES13.2K shares-3.64%2026-06-302026-07-09

Sponsored

ZTR VIRTUS TOTAL RETURN FD INC16.6K shares21.93%2026-06-302026-07-09

BGY BLACKROCK ENHANCED INTL DIV19.5K shares1.31%2026-06-302026-07-09

IBRX IMMUNITYBIO INC12.8K shares-15.00%2026-06-302026-07-09

GABELLI EQUITY TR INC GABELLI EQUITY TR INC19.0K shares-29.58%2026-06-302026-07-09

HGLB HIGHLAND GLOBAL ALLOCATION F14.1K shares-33.97%2026-06-302026-07-09

DSU BLACKROCK DEBT STRATEGIES FD10.1K sharesnew addition2026-06-302026-07-09

GSIT GSI TECHNOLOGY INC10.0K sharesnew addition2026-06-302026-07-09

TPVG TRIPLEPOINT VENTURE GROWTH B14.7K shares19.92%2026-06-302026-07-09

Sponsored

SJT SAN JUAN BASIN RTY TR15.7K shares0.00%2026-06-302026-07-09

SANA SANA BIOTECHNOLOGY INC11.5K shares-26.98%2026-06-302026-07-09

IAUX I-80 GOLD CORP22.4K shares49.47%2026-06-302026-07-09

PACB PACIFIC BIOSCIENCES CALIF IN19.0K shares-13.64%2026-06-302026-07-09

OMEX ODYSSEY MARINE EXPL INC12.5K sharesnew addition2026-06-302026-07-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.14%

Shares1.1M

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.60%

Shares114.8K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-4.14%

Shares85.0K

Event2026-06-30

Filed2026-07-09

FBND

FIDELITY MERRIMACK STR TR

36.03%

Shares509.0K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

8.59%

Shares33.1K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

3.14%

Shares111.8K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-1.03%

Shares86.4K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.77%

Shares26.5K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

488.08%

Shares196.2K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.44%

Shares27.1K

Event2026-06-30

Filed2026-07-09

CGGR

CAPITAL GROUP GROWTH ETF

1.19%

Shares286.3K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

-2.08%

Shares34.6K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-1.43%

Shares33.8K

Event2026-06-30

Filed2026-07-09

DNP

DNP SELECT INCOME FD INC

-9.19%

Shares1.1M

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

1.71%

Shares40.4K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

7.28%

Shares32.3K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

-2.08%

Shares14.9K

Event2026-06-30

Filed2026-07-09

SMH

VANECK ETF TRUST

1.43%

Shares16.8K

Event2026-06-30

Filed2026-07-09

VCSH

VANGUARD SCOTTSDALE FDS

6.86%

Shares130.0K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

-7.55%

Shares43.2K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

61.43%

Shares110.5K

Event2026-06-30

Filed2026-07-09

JEPI

J P MORGAN EXCHANGE TRADED F

-10.43%

Shares156.5K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

-10.37%

Shares22.0K

Event2026-06-30

Filed2026-07-09

FTCB

FIRST TR EXCHANGE-TRADED FD

306.95%

Shares395.1K

Event2026-06-30

Filed2026-07-09

GRID

FIRST TR EXCHANGE-TRADED FD

99.80%

Shares41.3K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

0.48%

Shares13.4K

Event2026-06-30

Filed2026-07-09

AVLV

AMERICAN CENTY ETF TR

12.50%

Shares82.5K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

0.21%

Shares19.8K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

-1.26%

Shares33.7K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

5.75%

Shares16.9K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

-0.88%

Shares5.6K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

1.16%

Shares8.5K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

1.66%

Shares5.1K

Event2026-06-30

Filed2026-07-09

BKLN

INVESCO EXCH TRADED FD TR II

3.37%

Shares282.6K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

-0.11%

Shares16.9K

Event2026-06-30

Filed2026-07-09

FNDX

SCHWAB STRATEGIC TR

3.35%

Shares174.9K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

-2.21%

Shares26.1K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

6.87%

Shares35.3K

Event2026-06-30

Filed2026-07-09

RAAX

VANECK ETF TRUST

0.35%

Shares118.1K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

0.02%

Shares12.8K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

-0.04%

Shares23.8K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-5.52%

Shares12.2K

Event2026-06-30

Filed2026-07-09

FLOT

ISHARES TR

-15.16%

Shares84.1K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

62.79%

Shares4.0K

Event2026-06-30

Filed2026-07-09

DFAT

DIMENSIONAL ETF TRUST

-0.41%

Shares58.1K

Event2026-06-30

Filed2026-07-09

RSPT

INVESCO EXCHANGE TRADED FD T

1.66%

Shares62.7K

Event2026-06-30

Filed2026-07-09

CIBR

FIRST TR EXCHANGE-TRADED FD

0.82%

Shares44.9K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

0.02%

Shares4.2K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

2.23%

Shares15.2K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

3.99%

Shares112.4K

Event2026-06-30

Filed2026-07-09

PHYS

SPROTT ASSET MANAGEMENT LP

-5.54%

Shares120.9K

Event2026-06-30

Filed2026-07-09

RDVY

FIRST TR EXCHANGE TRADED FD

-2.24%

Shares41.3K

Event2026-06-30

Filed2026-07-09

SOUTHERN CO

2.22%

Shares34.8K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

302.51%

Shares41.1K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

-14.23%

Shares43.3K

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

0.80%

Shares58.4K

Event2026-06-30

Filed2026-07-09

CEG

CONSTELLATION ENERGY CORP

New

Shares12.3K

Event2026-06-30

Filed2026-07-09

NBIS

NEBIUS GROUP N.V.

-3.37%

Shares10.8K

Event2026-06-30

Filed2026-07-09

SOXX

ISHARES TR

3.32%

Shares4.6K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

0.35%

Shares5.7K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD WORLD FD

742.72%

Shares23.1K

Event2026-06-30

Filed2026-07-09

ISHARES TR

2.54%

Shares28.5K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

-13.24%

Shares23.3K

Event2026-06-30

Filed2026-07-09

IFF

INTERNATIONAL FLAVORS&FRAGRA

-0.60%

Shares34.5K

Event2026-06-30

Filed2026-07-09

FAD

FIRST TR EXCHANGE-TRADED ALP

-0.38%

Shares13.6K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

227.21%

Shares3.7K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

-33.43%

Shares20.7K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

3.87%

Shares8.7K

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

1.84%

Shares30.9K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

3.72%

Shares9.1K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

4.25%

Shares28.9K

Event2026-06-30

Filed2026-07-09

VFLO

VICTORY PORTFOLIOS II

0.89%

Shares55.2K

Event2026-06-30

Filed2026-07-09

VISA INC

-3.62%

Shares7.3K

Event2026-06-30

Filed2026-07-09

QUAL

ISHARES TR

-1.22%

Shares11.4K

Event2026-06-30

Filed2026-07-09

ASTRAZENECA PLC

-0.16%

Shares13.1K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-9.04%

Shares5.0K

Event2026-06-30

Filed2026-07-09

PDI

PIMCO DYNAMIC INCOME FD

-0.81%

Shares139.8K

Event2026-06-30

Filed2026-07-09

CGMU

CAPITAL GRP FIXED INCM ETF T

-24.62%

Shares84.8K

Event2026-06-30

Filed2026-07-09

AVUV

AMERICAN CENTY ETF TR

35.47%

Shares18.7K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW

-0.39%

Shares18.2K

Event2026-06-30

Filed2026-07-09

COWG

PACER FDS TR

-0.37%

Shares57.2K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

9.14%

Shares6.4K

Event2026-06-30

Filed2026-07-09

VCIT

VANGUARD SCOTTSDALE FDS

-5.26%

Shares27.2K

Event2026-06-30

Filed2026-07-09

SHOP

SHOPIFY INC

387.21%

Shares19.3K

Event2026-06-30

Filed2026-07-09

AKRE

PROFESIONALLY MANAGED PORTFO

2.40%

Shares41.5K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

-0.76%

Shares8.7K

Event2026-06-30

Filed2026-07-09

IEI

ISHARES TR

7.35%

Shares18.4K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

-4.44%

Shares13.0K

Event2026-06-30

Filed2026-07-09

AEE

AMEREN CORP

2.57%

Shares18.7K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

-3.26%

Shares7.7K

Event2026-06-30

Filed2026-07-09

LHX

L3HARRIS TECHNOLOGIES INC

1.18%

Shares7.1K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-2.15%

Shares6.8K

Event2026-06-30

Filed2026-07-09

DVY

ISHARES TR

-5.28%

Shares13.2K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

-6.63%

Shares12.3K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

-4.50%

Shares17.9K

Event2026-06-30

Filed2026-07-09

ENB

ENBRIDGE INC

-2.24%

Shares37.2K

Event2026-06-30

Filed2026-07-09

SYY

SYSCO CORP

-5.16%

Shares23.7K

Event2026-06-30

Filed2026-07-09

PEG

PUBLIC SVC ENTERPRISE GROUP

1.69%

Shares23.9K

Event2026-06-30

Filed2026-07-09

RKLB

ROCKET LAB CORP

-3.50%

Shares19.1K

Event2026-06-30

Filed2026-07-09

AEP

AMERICAN ELEC PWR CO INC

-1.70%

Shares13.9K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

4.16%

Shares59.5K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

-62.66%

Shares16.1K

Event2026-06-30

Filed2026-07-09

XLC

SELECT SECTOR SPDR TR

-6.91%

Shares17.3K

Event2026-06-30

Filed2026-07-09

BSV

VANGUARD BD INDEX FDS

-5.58%

Shares23.5K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

115.08%

Shares1.6K

Event2026-06-30

Filed2026-07-09

CLOA

BLACKROCK ETF TRUST II

209.97%

Shares35.1K

Event2026-06-30

Filed2026-07-09

FTEC

FIDELITY COVINGTON TRUST

-3.20%

Shares6.3K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

-3.25%

Shares12.3K

Event2026-06-30

Filed2026-07-09

NOC

NORTHROP GRUMMAN CORP

1.03%

Shares3.5K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

-0.34%

Shares3.2K

Event2026-06-30

Filed2026-07-09

MFSM

MFS ACTIVE EXCHANGE TRADED F

New

Shares70.4K

Event2026-06-30

Filed2026-07-09

J P MORGAN EXCHANGE TRADED F

10.41%

Shares28.2K

Event2026-06-30

Filed2026-07-09

TBIL

RBB FD INC

-47.44%

Shares34.6K

Event2026-06-30

Filed2026-07-09

IWR

ISHARES TR

0.25%

Shares15.3K

Event2026-06-30

Filed2026-07-09

JPIE

J P MORGAN EXCHANGE TRADED F

-20.35%

Shares35.1K

Event2026-06-30

Filed2026-07-09

XLV

SELECT SECTOR SPDR TR

7.98%

Shares9.9K

Event2026-06-30

Filed2026-07-09

PSI

INVESCO EXCHANGE TRADED FD T

0.56%

Shares8.1K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

300.91%

Shares12.3K

Event2026-06-30

Filed2026-07-09

JHMM

JOHN HANCOCK EXCHANGE TRADED

2.22%

Shares20.2K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

4.79%

Shares6.7K

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

-8.07%

Shares752

Event2026-06-30

Filed2026-07-09

DFAI

DIMENSIONAL ETF TRUST

-1.69%

Shares35.4K

Event2026-06-30

Filed2026-07-09

BIL

SPDR SERIES TRUST

-11.13%

Shares15.7K

Event2026-06-30

Filed2026-07-09

BINC

BLACKROCK ETF TRUST II

0.72%

Shares27.4K

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

-1.75%

Shares7.6K

Event2026-06-30

Filed2026-07-09

DIA

STATE STR SPDR DOW JONES IND

0.22%

Shares2.7K

Event2026-06-30

Filed2026-07-09

XLE

SELECT SECTOR SPDR TR

-14.70%

Shares26.2K

Event2026-06-30

Filed2026-07-09

UDN

INVESCO DB US DLR INDEX TR

14.06%

Shares76.4K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

-2.12%

Shares5.6K

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN CORP

-0.50%

Shares1.4K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

-39.57%

Shares8.5K

Event2026-06-30

Filed2026-07-09

AIRR

FIRST TR EXCHANGE TRADED FD

5.43%

Shares10.0K

Event2026-06-30

Filed2026-07-09

VANGUARD INTL EQUITY INDEX F

-7.04%

Shares8.5K

Event2026-06-30

Filed2026-07-09

SSO

PROSHARES TR

New

Shares19.7K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

-5.39%

Shares16.0K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L

-1.13%

Shares35.0K

Event2026-06-30

Filed2026-07-09

AGI

ALAMOS GOLD INC

3.20%

Shares42.0K

Event2026-06-30

Filed2026-07-09

CGCP

CAPITAL GRP FIXED INCM ETF T

9.69%

Shares57.1K

Event2026-06-30

Filed2026-07-09

IREN

IREN LIMITED

-0.37%

Shares26.3K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

38.48%

Shares4.7K

Event2026-06-30

Filed2026-07-09

OKE

ONEOK INC NEW

-0.50%

Shares13.2K

Event2026-06-30

Filed2026-07-09

MKL

MARKEL GROUP INC

6.42%

Shares580

Event2026-06-30

Filed2026-07-09

USMV

ISHARES TR

-2.59%

Shares11.7K

Event2026-06-30

Filed2026-07-09

DGRO

ISHARES TR

-1.01%

Shares14.8K

Event2026-06-30

Filed2026-07-09

HONEYWELL AEROSPACE INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

1.05%

Shares15.4K

Event2026-06-30

Filed2026-07-09

VANECK ETF TRUST

3.18%

Shares14.5K

Event2026-06-30

Filed2026-07-09

ITA

ISHARES TR

-2.45%

Shares4.5K

Event2026-06-30

Filed2026-07-09

MOAT

VANECK ETF TRUST

-13.53%

Shares10.4K

Event2026-06-30

Filed2026-07-09

CARY

ANGEL OAK FUNDS TRUST

100.52%

Shares51.7K

Event2026-06-30

Filed2026-07-09

HONEYWELL INTL INC

New

Shares4.8K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

-5.37%

Shares7.9K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

-4.12%

Shares7.8K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

-7.15%

Shares2.0K

Event2026-06-30

Filed2026-07-09

CANADIAN PACIFIC KANSAS CITY

New

Shares12.0K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

-19.78%

Shares2.4K

Event2026-06-30

Filed2026-07-09

MDY

STATE STR SPDR S&P MIDCAP 40

-0.34%

Shares1.4K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

2.18%

Shares2.4K

Event2026-06-30

Filed2026-07-09

FARX

ADVISORS INNER CIRCLE FD II

-0.96%

Shares35.1K

Event2026-06-30

Filed2026-07-09

CHUBB LIMITED

-0.30%

Shares3.0K

Event2026-06-30

Filed2026-07-09

NGG

NATIONAL GRID PLC

-0.32%

Shares12.1K

Event2026-06-30

Filed2026-07-09

DGRW

WISDOMTREE TR

-25.91%

Shares10.4K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

-0.42%

Shares12.8K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

0.52%

Shares969

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

-15.55%

Shares2.8K

Event2026-06-30

Filed2026-07-09

SELECT SECTOR SPDR TR

-1.69%

Shares20.8K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES TR

-4.35%

Shares13.7K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

2.10%

Shares1.2K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-4.05%

Shares15.4K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

26.96%

Shares6.2K

Event2026-06-30

Filed2026-07-09

NWN

NORTHWEST NAT HLDG CO

1.01%

Shares18.2K

Event2026-06-30

Filed2026-07-09

AMERICAN HOMES 4 RENT

94.09%

Shares26.6K

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

-2.55%

Shares3.9K

Event2026-06-30

Filed2026-07-09

MGK

VANGUARD WORLD FD

378.73%

Shares9.7K

Event2026-06-30

Filed2026-07-09

VDE

VANGUARD WORLD FD

-5.53%

Shares5.7K

Event2026-06-30

Filed2026-07-09

UTES

ETFIS SER TR I

42.84%

Shares10.3K

Event2026-06-30

Filed2026-07-09

IRM

IRON MTN INC DEL

-4.67%

Shares6.7K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-09

EWZ

ISHARES INC

63.59%

Shares24.4K

Event2026-06-30

Filed2026-07-09

BOEING CO

-18.33%

Shares3.9K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

-0.32%

Shares4.6K

Event2026-06-30

Filed2026-07-09

ICSH

ISHARES TR

11.39%

Shares16.2K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

-1.38%

Shares14.1K

Event2026-06-30

Filed2026-07-09

INVH

INVITATION HOMES INC

91.79%

Shares26.3K

Event2026-06-30

Filed2026-07-09

XBI

SPDR SERIES TRUST

New

Shares5.0K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

-2.94%

Shares9.5K

Event2026-06-30

Filed2026-07-09

TRAVELERS COMPANIES INC

28.36%

Shares2.4K

Event2026-06-30

Filed2026-07-09

DFJ

WISDOMTREE TR

-1.79%

Shares7.4K

Event2026-06-30

Filed2026-07-09

MGM

MGM RESORTS INTERNATIONAL

-14.18%

Shares16.3K

Event2026-06-30

Filed2026-07-09

GGN

GAMCO GLOBAL GOLD NAT RES &

-0.89%

Shares160.5K

Event2026-06-30

Filed2026-07-09

AEM

AGNICO EAGLE MINES LTD

20.69%

Shares5.0K

Event2026-06-30

Filed2026-07-09

HDV

ISHARES TR

370.67%

Shares28.1K

Event2026-06-30

Filed2026-07-09

IVOL

KRANESHARES TRUST

-0.44%

Shares43.9K

Event2026-06-30

Filed2026-07-09

FDVV

FIDELITY COVINGTON TRUST

3.71%

Shares12.5K

Event2026-06-30

Filed2026-07-09

AFL

AFLAC INC

0.50%

Shares6.4K

Event2026-06-30

Filed2026-07-09

TPYP

TORTOISE CAPITAL SERIES TRUS

-5.11%

Shares17.9K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

48.19%

Shares2.7K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC

-16.36%

Shares777

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

-12.02%

Shares3.4K

Event2026-06-30

Filed2026-07-09

SPACE EXPLORATION TECHN CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-09

JAAA

JANUS DETROIT STR TR

-9.74%

Shares14.2K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

-0.27%

Shares3.7K

Event2026-06-30

Filed2026-07-09

CGSD

CAPITAL GRP FIXED INCM ETF T

0.44%

Shares27.1K

Event2026-06-30

Filed2026-07-09

IBIT

ISHARES BITCOIN TRUST ETF

-6.95%

Shares21.0K

Event2026-06-30

Filed2026-07-09

LOW

LOWES COS INC

-1.68%

Shares3.2K

Event2026-06-30

Filed2026-07-09

NPCT

NUVEEN CORE PLUS IMPACT FUND

-0.77%

Shares68.7K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

-64.85%

Shares1.6K

Event2026-06-30

Filed2026-07-09

PVAL

PUTNAM ETF TRUST

36.19%

Shares13.4K

Event2026-06-30

Filed2026-07-09

DBEF

DBX ETF TR

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-60.10%

Shares6.9K

Event2026-06-30

Filed2026-07-09

CCJ

CAMECO CORP

6.22%

Shares6.6K

Event2026-06-30

Filed2026-07-09

DOMINION ENERGY INC

-3.05%

Shares9.8K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

-11.36%

Shares4.4K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

-12.66%

Shares7.3K

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

-2.30%

Shares4.7K

Event2026-06-30

Filed2026-07-09

FNCL

FIDELITY COVINGTON TRUST

-11.94%

Shares8.6K

Event2026-06-30

Filed2026-07-09

FFLC

FIDELITY COVINGTON TRUST

16.25%

Shares11.2K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

-4.47%

Shares8.9K

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC

-2.99%

Shares9.1K

Event2026-06-30

Filed2026-07-09

EDWARDS LIFESCIENCES CORP

37.09%

Shares7.2K

Event2026-06-30

Filed2026-07-09

FDN

FIRST TR EXCHANGE-TRADED FD

-21.74%

Shares2.4K

Event2026-06-30

Filed2026-07-09

BKGI

BNY MELLON ETF TRUST

4.38%

Shares14.3K

Event2026-06-30

Filed2026-07-09

TQQQ

PROSHARES TR

New

Shares7.8K

Event2026-06-30

Filed2026-07-09

TOTL

SSGA ACTIVE ETF TR

6.49%

Shares15.8K

Event2026-06-30

Filed2026-07-09

UPRO

PROSHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-09

MET

METLIFE INC

0.04%

Shares7.3K

Event2026-06-30

Filed2026-07-09

CONSOLIDATED EDISON INC

-0.07%

Shares5.6K

Event2026-06-30

Filed2026-07-09

DFLV

DIMENSIONAL ETF TRUST

0.81%

Shares15.5K

Event2026-06-30

Filed2026-07-09

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.39%

Shares6.8K

Event2026-06-30

Filed2026-07-09

ROK

ROCKWELL AUTOMATION INC

-11.68%

Shares1.2K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

1.41%

Shares1.2K

Event2026-06-30

Filed2026-07-09

PYLD

PIMCO ETF TR

-9.88%

Shares23.0K

Event2026-06-30

Filed2026-07-09

UNM

UNUM GROUP

0.10%

Shares6.7K

Event2026-06-30

Filed2026-07-09

USTB

VICTORY PORTFOLIOS II

-20.42%

Shares11.8K

Event2026-06-30

Filed2026-07-09

CLOI

VANECK ETF TRUST

New

Shares11.2K

Event2026-06-30

Filed2026-07-09

EUAD

SPINNAKER ETF SERIES

New

Shares14.0K

Event2026-06-30

Filed2026-07-09

TORONTO DOMINION BK ONT

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-09

TCAF

T ROWE PRICE EXCHANGE-TRADED

-0.32%

Shares14.2K

Event2026-06-30

Filed2026-07-09

SPIB

SPDR SERIES TRUST

-6.33%

Shares17.4K

Event2026-06-30

Filed2026-07-09

DFSV

DIMENSIONAL ETF TRUST

0.81%

Shares15.0K

Event2026-06-30

Filed2026-07-09

VTR

VENTAS INC

-5.18%

Shares6.5K

Event2026-06-30

Filed2026-07-09

TC ENERGY CORP

21.94%

Shares8.7K

Event2026-06-30

Filed2026-07-09

RTH

VANECK ETF TRUST

-0.31%

Shares2.3K

Event2026-06-30

Filed2026-07-09

THOMSON REUTERS CORP

New

Shares7.0K

Event2026-06-30

Filed2026-07-09

IGIB

ISHARES TR

-9.79%

Shares10.7K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

-37.15%

Shares6.8K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

-0.49%

Shares3.0K

Event2026-06-30

Filed2026-07-09

UYLD

ANGEL OAK FUNDS TRUST

68.44%

Shares10.7K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

14.63%

Shares2.2K

Event2026-06-30

Filed2026-07-09

DSL

DOUBLELINE INCOME SOLUTIONS

0.84%

Shares49.1K

Event2026-06-30

Filed2026-07-09

BMO

BANK MONTREAL MEDIUM

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-09

AT&T INC

-4.99%

Shares26.0K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

1.14%

Shares2.6K

Event2026-06-30

Filed2026-07-09

POWL

POWELL INDS INC

97.37%

Shares1.9K

Event2026-06-30

Filed2026-07-09

FHLC

FIDELITY COVINGTON TRUST

97.09%

Shares6.9K

Event2026-06-30

Filed2026-07-09

ADP

AUTOMATIC DATA PROCESSING IN

3.15%

Shares2.3K

Event2026-06-30

Filed2026-07-09

ARK ETF TR

75.32%

Shares3.9K

Event2026-06-30

Filed2026-07-09

IDE

VOYA INFRASTRUCTURE INDLS &

5.16%

Shares37.6K

Event2026-06-30

Filed2026-07-09

URNM

SPROTT FDS TR

-0.58%

Shares9.7K

Event2026-06-30

Filed2026-07-09

XAR

SPDR SERIES TRUST

-2.03%

Shares1.8K

Event2026-06-30

Filed2026-07-09

CGUS

CAPITAL GROUP CORE EQUITY ET

0.14%

Shares11.3K

Event2026-06-30

Filed2026-07-09

SCHM

SCHWAB STRATEGIC TR

-8.53%

Shares13.6K

Event2026-06-30

Filed2026-07-09

EXC

EXELON CORP

7.06%

Shares10.6K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

-2.63%

Shares3.9K

Event2026-06-30

Filed2026-07-09

VHT

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-09

DFUS

DIMENSIONAL ETF TRUST

0.22%

Shares5.9K

Event2026-06-30

Filed2026-07-09

DISV

DIMENSIONAL ETF TRUST

0.43%

Shares12.1K

Event2026-06-30

Filed2026-07-09

CDNS

CADENCE DESIGN SYSTEM INC

10.19%

Shares1.3K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

-0.82%

Shares15.8K

Event2026-06-30

Filed2026-07-09

BYLD

ISHARES TR

-17.83%

Shares21.2K

Event2026-06-30

Filed2026-07-09

PNC

PNC FINL SVCS GROUP INC

-1.07%

Shares1.9K

Event2026-06-30

Filed2026-07-09

BST

BLACKROCK SCIENCE & TECHNOLO

4.11%

Shares9.4K

Event2026-06-30

Filed2026-07-09

FLRN

SPDR SERIES TRUST

-42.51%

Shares15.5K

Event2026-06-30

Filed2026-07-09

AOHY

ANGEL OAK FUNDS TRUST

New

Shares43.3K

Event2026-06-30

Filed2026-07-09

UTG

REAVES UTIL INCOME FD

9.12%

Shares11.7K

Event2026-06-30

Filed2026-07-09

JEF

JEFFERIES FINANCIAL GROUP IN

0.04%

Shares9.5K

Event2026-06-30

Filed2026-07-09

FXI

ISHARES TR

-2.78%

Shares15.0K

Event2026-06-30

Filed2026-07-09

NBXG

NEUBERGER NEXT GENERATION

5.82%

Shares28.1K

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP

-2.44%

Shares4.5K

Event2026-06-30

Filed2026-07-09

COF

CAPITAL ONE FINL CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-09

COLGATE PALMOLIVE CO

4.01%

Shares5.0K

Event2026-06-30

Filed2026-07-09

BNO

UNITED STS BRENT OIL FD LP

New

Shares11.2K

Event2026-06-30

Filed2026-07-09

WAB

WABTEC

-0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP

0.77%

Shares9.6K

Event2026-06-30

Filed2026-07-09

FDHY

FIDELITY COVINGTON TRUST

-4.77%

Shares9.2K

Event2026-06-30

Filed2026-07-09

VPU

VANGUARD WORLD FD

43.16%

Shares2.3K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

-3.25%

Shares4.7K

Event2026-06-30

Filed2026-07-09

IJK

ISHARES TR

0.03%

Shares3.8K

Event2026-06-30

Filed2026-07-09

IBB

ISHARES TR

34.03%

Shares2.4K

Event2026-06-30

Filed2026-07-09

DIHP

DIMENSIONAL ETF TRUST

1.74%

Shares13.1K

Event2026-06-30

Filed2026-07-09

SDVY

FIRST TR EXCHANGE TRADED FD

-0.75%

Shares10.3K

Event2026-06-30

Filed2026-07-09

WPM

WHEATON PRECIOUS METALS CORP

-1.58%

Shares3.9K

Event2026-06-30

Filed2026-07-09

SPGP

INVESCO EXCHANGE TRADED FD T

1.39%

Shares3.6K

Event2026-06-30

Filed2026-07-09

FENY

FIDELITY COVINGTON TRUST

-4.43%

Shares14.7K

Event2026-06-30

Filed2026-07-09

DEERE & CO

65.53%

Shares682

Event2026-06-30

Filed2026-07-09

MAR

MARRIOTT INTL INC NEW

-2.34%

Shares1.2K

Event2026-06-30

Filed2026-07-09

JOHNSON CONTROLS INTERNATION

0.07%

Shares2.9K

Event2026-06-30

Filed2026-07-09

PFFA

ETFIS SER TR I

11.12%

Shares20.7K

Event2026-06-30

Filed2026-07-09

GNOV

FIRST TR EXCHNG TRADED FD VI

-12.64%

Shares10.2K

Event2026-06-30

Filed2026-07-09

IEF

ISHARES TR

-0.31%

Shares4.5K

Event2026-06-30

Filed2026-07-09

DUHP

DIMENSIONAL ETF TRUST

1.52%

Shares10.0K

Event2026-06-30

Filed2026-07-09

IYW

ISHARES TR

-0.90%

Shares1.7K

Event2026-06-30

Filed2026-07-09

SNOWFLAKE INC

4.13%

Shares1.6K

Event2026-06-30

Filed2026-07-09

IWO

ISHARES TR

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-09

GDMN

WISDOMTREE TR

103.68%

Shares5.8K

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB CO

-1.84%

Shares7.2K

Event2026-06-30

Filed2026-07-09

MOO

VANECK ETF TRUST

5.08%

Shares5.2K

Event2026-06-30

Filed2026-07-09

PRU

PRUDENTIAL FINL INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-09

RDVI

FIRST TR EXCHANGE-TRADED FD

36.88%

Shares13.9K

Event2026-06-30

Filed2026-07-09

ARK ETF TR

2.85%

Shares5.0K

Event2026-06-30

Filed2026-07-09

GRPM

INVESCO EXCHANGE TRADED FD T

0.89%

Shares3.1K

Event2026-06-30

Filed2026-07-09

ECH

ISHARES INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-09

SOLS

SOLSTICE ADVANCED MATLS INC

27.59%

Shares4.4K

Event2026-06-30

Filed2026-07-09

AVDV

AMERICAN CENTY ETF TR

8.63%

Shares3.8K

Event2026-06-30

Filed2026-07-09

MGNR

AMERICAN BEACON SELECT FUNDS

85.03%

Shares8.0K

Event2026-06-30

Filed2026-07-09

CALF

PACER FDS TR

-0.54%

Shares7.7K

Event2026-06-30

Filed2026-07-09

REGIONS FINANCIAL CORP NEW

-11.14%

Shares12.8K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-09

PPA

INVESCO EXCHANGE TRADED FD T

0.60%

Shares2.2K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

26.51%

Shares16.0K

Event2026-06-30

Filed2026-07-09

NEM

NEWMONT CORP

New

Shares4.1K

Event2026-06-30

Filed2026-07-09

LAZ

LAZARD INC

-2.17%

Shares9.0K

Event2026-06-30

Filed2026-07-09

SPVM

INVESCO EXCHANGE TRADED FD T

New

Shares5.0K

Event2026-06-30

Filed2026-07-09

VOT

VANGUARD INDEX FDS

0.41%

Shares1.2K

Event2026-06-30

Filed2026-07-09

HGER

HARBOR ETF TRUST

-3.67%

Shares12.6K

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

1.24%

Shares4.0K

Event2026-06-30

Filed2026-07-09

FALN

ISHARES TR

-13.36%

Shares13.5K

Event2026-06-30

Filed2026-07-09

GLU

GABELLI GLOBAL UTIL & INCOME

1.43%

Shares19.1K

Event2026-06-30

Filed2026-07-09

VPLS

VANGUARD MALVERN FDS

-5.28%

Shares4.7K

Event2026-06-30

Filed2026-07-09

BILS

SPDR SERIES TRUST

-29.95%

Shares3.7K

Event2026-06-30

Filed2026-07-09

NOBL

PROSHARES TR

91.87%

Shares6.5K

Event2026-06-30

Filed2026-07-09

SPDN

DIREXION SHARES ETF TRUST

-14.96%

Shares41.8K

Event2026-06-30

Filed2026-07-09

VOE

VANGUARD INDEX FDS

-5.56%

Shares1.8K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

-0.60%

Shares12.3K

Event2026-06-30

Filed2026-07-09

BDJ

BLACKROCK ENHANCED EQUITY DI

6.52%

Shares37.7K

Event2026-06-30

Filed2026-07-09

OHI

OMEGA HEALTHCARE INVS INC

1.81%

Shares7.5K

Event2026-06-30

Filed2026-07-09

BFLY

BUTTERFLY NETWORK INC

4.94%

Shares42.5K

Event2026-06-30

Filed2026-07-09

AIO

VIRTUS ARTIFICIAL INTELLIGEN

7.68%

Shares12.7K

Event2026-06-30

Filed2026-07-09

NVDX

ETF OPPORTUNITIES TRUST

0.21%

Shares20.9K

Event2026-06-30

Filed2026-07-09

CGHM

CAPITAL GRP FIXED INCM ETF T

New

Shares13.7K

Event2026-06-30

Filed2026-07-09

ESE

ESCO TECHNOLOGIES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

IFRA

ISHARES TR

-2.77%

Shares5.6K

Event2026-06-30

Filed2026-07-09

SLB

SLB LIMITED

9.33%

Shares7.6K

Event2026-06-30

Filed2026-07-09

FVAL

FIDELITY COVINGTON TRUST

0.04%

Shares4.5K

Event2026-06-30

Filed2026-07-09

DFAC

DIMENSIONAL ETF TRUST

-23.06%

Shares7.9K

Event2026-06-30

Filed2026-07-09

VTS

VITESSE ENERGY INC

-0.15%

Shares22.2K

Event2026-06-30

Filed2026-07-09

IUSV

ISHARES TR

-4.52%

Shares3.2K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

-24.83%

Shares8.2K

Event2026-06-30

Filed2026-07-09

LVHI

LEGG MASON ETF INVT

35.50%

Shares8.5K

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS AND CHEMICALS I

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-09

BALT

INNOVATOR ETFS TRUST

-30.60%

Shares9.9K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

-2.13%

Shares826

Event2026-06-30

Filed2026-07-09

FREEPORT MCMORAN INC

-8.40%

Shares5.4K

Event2026-06-30

Filed2026-07-09

XMMO

INVESCO EXCHANGE TRADED FD T

13.34%

Shares1.9K

Event2026-06-30

Filed2026-07-09

ITW

ILLINOIS TOOL WKS INC

19.39%

Shares1.2K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

1.06%

Shares3.1K

Event2026-06-30

Filed2026-07-09

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-09

EVERSOURCE ENERGY

-9.86%

Shares4.5K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

13.72%

Shares3.1K

Event2026-06-30

Filed2026-07-09

CNXT

VANECK ETF TRUST

New

Shares5.2K

Event2026-06-30

Filed2026-07-09

ARK ETF TR

-0.14%

Shares2.2K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

-11.79%

Shares3.3K

Event2026-06-30

Filed2026-07-09

XMHQ

INVESCO EXCHANGE TRADED FD T

-0.96%

Shares2.8K

Event2026-06-30

Filed2026-07-09

OMAH

TIDAL TRUST III

New

Shares17.0K

Event2026-06-30

Filed2026-07-09

FSLR

FIRST SOLAR INC

10.42%

Shares1.3K

Event2026-06-30

Filed2026-07-09

PYPL

PAYPAL HLDGS INC

New

Shares7.2K

Event2026-06-30

Filed2026-07-09

TNA

DIREXION SHARES ETF TRUST

New

Shares4.1K

Event2026-06-30

Filed2026-07-09

HYMB

SPDR SERIES TRUST

New

Shares12.2K

Event2026-06-30

Filed2026-07-09

ASGI

ABRDN GLOBAL INFRA INCOME FU

13.50%

Shares13.2K

Event2026-06-30

Filed2026-07-09

ALPS ETF TR

8.85%

Shares5.9K

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

8.30%

Shares4.2K

Event2026-06-30

Filed2026-07-09

3M CO

0.32%

Shares1.9K

Event2026-06-30

Filed2026-07-09

OXY

OCCIDENTAL PETE CORP

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-09

SLQD

ISHARES TR

-32.12%

Shares5.9K

Event2026-06-30

Filed2026-07-09

COLO

GLOBAL X FDS

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-09

ARK ETF TR

-12.90%

Shares7.5K

Event2026-06-30

Filed2026-07-09

USB

US BANCORP

New

Shares4.9K

Event2026-06-30

Filed2026-07-09

ENTG

ENTEGRIS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-09

ADX

ADAMS DIVERSIFIED EQUITY FD

1.74%

Shares11.4K

Event2026-06-30

Filed2026-07-09

SIRI

SIRIUSXM HOLDINGS INC

5.44%

Shares9.9K

Event2026-06-30

Filed2026-07-09

CWS

ADVISORSHARES TR

33.90%

Shares4.3K

Event2026-06-30

Filed2026-07-09

EOS

EATON VANCE ENHANCED EQUITY

7.91%

Shares13.2K

Event2026-06-30

Filed2026-07-09

CGMS

CAPITAL GRP FIXED INCM ETF T

New

Shares10.6K

Event2026-06-30

Filed2026-07-09

VRT

VERTIV HOLDINGS CO

-10.94%

Shares863

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP

24.80%

Shares2.8K

Event2026-06-30

Filed2026-07-09

BOND

PIMCO ETF TR

9.66%

Shares3.1K

Event2026-06-30

Filed2026-07-09

FLRT

PACER FDS TR

-30.06%

Shares6.1K

Event2026-06-30

Filed2026-07-09

FRDM

EA SERIES TRUST

3.16%

Shares3.9K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

-21.02%

Shares10.3K

Event2026-06-30

Filed2026-07-09

COP

CONOCOPHILLIPS

-3.98%

Shares2.7K

Event2026-06-30

Filed2026-07-09

KMI

KINDER MORGAN INC DEL

5.09%

Shares8.7K

Event2026-06-30

Filed2026-07-09

KYN

KAYNE ANDERSON ENERGY INFRST

-1.60%

Shares20.1K

Event2026-06-30

Filed2026-07-09

PULS

PGIM ETF TR

-46.51%

Shares5.6K

Event2026-06-30

Filed2026-07-09

DFSI

DIMENSIONAL ETF TRUST

-0.81%

Shares6.2K

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-09

FLEX

FLEX LTD

New

Shares1.7K

Event2026-06-30

Filed2026-07-09

IUSB

ISHARES TR

-61.67%

Shares5.9K

Event2026-06-30

Filed2026-07-09

VOOV

VANGUARD ADMIRAL FDS INC

4.42%

Shares1.3K

Event2026-06-30

Filed2026-07-09

GEHC

GE HEALTHCARE TECHNOLOGIES I

-1.02%

Shares4.3K

Event2026-06-30

Filed2026-07-09

SCHP

SCHWAB STRATEGIC TR

-0.52%

Shares10.3K

Event2026-06-30

Filed2026-07-09

RBB FD INC

New

Shares5.4K

Event2026-06-30

Filed2026-07-09

SDY

SPDR SERIES TRUST

-4.09%

Shares1.8K

Event2026-06-30

Filed2026-07-09

ABFL

ABACUS FCF ETF TR

0.45%

Shares3.1K

Event2026-06-30

Filed2026-07-09

OIH

VANECK ETF TRUST

-13.82%

Shares717

Event2026-06-30

Filed2026-07-09

FENI

FIDELITY COVINGTON TRUST

2.82%

Shares6.6K

Event2026-06-30

Filed2026-07-09

FTCS

FIRST TR EXCHANGE-TRADED FD

-20.58%

Shares2.8K

Event2026-06-30

Filed2026-07-09

TPR

TAPESTRY INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-09

DATADOG INC

New

Shares999

Event2026-06-30

Filed2026-07-09

BIZD

VANECK ETF TRUST

-14.53%

Shares20.3K

Event2026-06-30

Filed2026-07-09

HEWJ

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-09

NIE

VIRTUS EQUITY & CONV INCM FD

9.27%

Shares9.4K

Event2026-06-30

Filed2026-07-09

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.4K

Event2026-06-30

Filed2026-07-09

FBCG

FIDELITY COVINGTON TRUST

New

Shares4.0K

Event2026-06-30

Filed2026-07-09

EFAV

ISHARES TR

0.50%

Shares2.8K

Event2026-06-30

Filed2026-07-09

ULS

UL SOLUTIONS INC

0.12%

Shares2.4K

Event2026-06-30

Filed2026-07-09

DEO

DIAGEO PLC

New

Shares3.1K

Event2026-06-30

Filed2026-07-09

VTEI

VANGUARD MUN BD FDS

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

GBTC

GRAYSCALE BITCOIN TRUST ETF

-6.02%

Shares5.4K

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TR

14.04%

Shares2.2K

Event2026-06-30

Filed2026-07-09

VTIP

VANGUARD MALVERN FDS

-11.85%

Shares4.8K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

1.00%

Shares708

Event2026-06-30

Filed2026-07-09

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.5K

Event2026-06-30

Filed2026-07-09

VTEC

VANGUARD CALIF TAX FREE FDS

-36.69%

Shares2.4K

Event2026-06-30

Filed2026-07-09

PAYX

PAYCHEX INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

COHR

COHERENT CORP

New

Shares601

Event2026-06-30

Filed2026-07-09

AIA

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-09

DBX ETF TR

1.78%

Shares7.7K

Event2026-06-30

Filed2026-07-09

RVNU

DBX ETF TR

New

Shares9.3K

Event2026-06-30

Filed2026-07-09

FMHI

FIRST TR EXCH TRADED FD III

New

Shares4.8K

Event2026-06-30

Filed2026-07-09

QNITY ELECTRONICS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

XLY

SELECT SECTOR SPDR TR

0.45%

Shares2.0K

Event2026-06-30

Filed2026-07-09

VRIG

INVESCO ACTIVELY MANAGED EXC

-57.92%

Shares9.3K

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

0.57%

Shares4.8K

Event2026-06-30

Filed2026-07-09

CMCSA

COMCAST CORP NEW

-50.76%

Shares9.4K

Event2026-06-30

Filed2026-07-09

UTF

COHEN & STEERS INFRASTRUCTUR

New

Shares8.3K

Event2026-06-30

Filed2026-07-09

CLOUDFLARE INC

New

Shares936

Event2026-06-30

Filed2026-07-09

IUSG

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

HXL

HEXCEL CORP NEW

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

BSTZ

BLACKROCK SCIENCE & TECHNOLO

New

Shares7.5K

Event2026-06-30

Filed2026-07-09

UPS

UNITED PARCEL SVCS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

NMT

NUVEEN MASS QUALITY MUN INC

64.24%

Shares17.2K

Event2026-06-30

Filed2026-07-09

NEA

NUVEEN AMT FREE QLTY MUN INC

6.62%

Shares19.1K

Event2026-06-30

Filed2026-07-09

MINT

PIMCO ETF TR

-4.15%

Shares2.2K

Event2026-06-30

Filed2026-07-09

ILMN

ILLUMINA INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

HACK

AMPLIFY ETF TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

EUSA

ISHARES INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

VLO

VALERO ENERGY CORP

-34.69%

Shares851

Event2026-06-30

Filed2026-07-09

MCK

MCKESSON CORP

-1.68%

Shares292

Event2026-06-30

Filed2026-07-09

EDOW

FIRST TR EXCHANGE-TRADED FD

-12.09%

Shares5.0K

Event2026-06-30

Filed2026-07-09

EXG

EATON VANCE TAX-MANAGED GLOB

1.63%

Shares22.5K

Event2026-06-30

Filed2026-07-09

IVLU

ISHARES TR

3.53%

Shares5.2K

Event2026-06-30

Filed2026-07-09

FPS

FORGENT POWER SOLUTIONS INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-09

ELAN

ELANCO ANIMAL HEALTH INC

-0.15%

Shares8.8K

Event2026-06-30

Filed2026-07-09

EMO

CLEARBRIDGE ENERGY MIDSTREAM

8.22%

Shares4.3K

Event2026-06-30

Filed2026-07-09

HYG

ISHARES TR

-8.15%

Shares2.7K

Event2026-06-30

Filed2026-07-09

PSFF

PACER FDS TR

-0.76%

Shares6.3K

Event2026-06-30

Filed2026-07-09

MDYG

SPDR SERIES TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

GUARDANT HEALTH INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

PSQ

PROSHARES TR

-42.76%

Shares8.4K

Event2026-06-30

Filed2026-07-09

ACWX

ISHARES TR

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

FLUOR CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-09

PSX

PHILLIPS 66

-3.06%

Shares1.2K

Event2026-06-30

Filed2026-07-09

FIDU

FIDELITY COVINGTON TRUST

-16.92%

Shares2.1K

Event2026-06-30

Filed2026-07-09

TDVI

FIRST TR EXCHANGE-TRADED FD

New

Shares6.5K

Event2026-06-30

Filed2026-07-09

GRAL

GRAIL INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-09

ORLY

OREILLY AUTOMOTIVE INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

IDA

IDACORP INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

New

Shares672

Event2026-06-30

Filed2026-07-09

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

New

Shares6.7K

Event2026-06-30

Filed2026-07-09

INVESCO EXCH TRADED FD TR II

New

Shares6.6K

Event2026-06-30

Filed2026-07-09

WIW

WESTERN AST INFL LKD OPP & I

8.32%

Shares23.0K

Event2026-06-30

Filed2026-07-09

BTX

BLACKROCK TECH AND PRIVATE E

New

Shares20.6K

Event2026-06-30

Filed2026-07-09

PURECYCLE TECHNOLOGIES INC

New

Shares22.7K

Event2026-06-30

Filed2026-07-09

PPLT

ABRDN PLATINUM ETF TRUST

New

Shares12.7K

Event2026-06-30

Filed2026-07-09

FOF

COHEN & STEERS CLOSED-END

New

Shares12.7K

Event2026-06-30

Filed2026-07-09

DLY

DOUBLELINE YIELD OPPORTUNITI

2.20%

Shares12.1K

Event2026-06-30

Filed2026-07-09

ABRDN TOTAL DYNAMIC DIVIDEND

4.19%

Shares15.8K

Event2026-06-30

Filed2026-07-09

HIO

WESTERN ASSET HIGH INCOME OP

2.52%

Shares41.8K

Event2026-06-30

Filed2026-07-09

BCX

BLACKROCK RES & COMMODITIES

-3.64%

Shares13.2K

Event2026-06-30

Filed2026-07-09

ZTR

VIRTUS TOTAL RETURN FD INC

21.93%

Shares16.6K

Event2026-06-30

Filed2026-07-09

BGY

BLACKROCK ENHANCED INTL DIV

1.31%

Shares19.5K

Event2026-06-30

Filed2026-07-09

IBRX

IMMUNITYBIO INC

-15.00%

Shares12.8K

Event2026-06-30

Filed2026-07-09

GABELLI EQUITY TR INC

-29.58%

Shares19.0K

Event2026-06-30

Filed2026-07-09

HGLB

HIGHLAND GLOBAL ALLOCATION F

-33.97%

Shares14.1K

Event2026-06-30

Filed2026-07-09

DSU

BLACKROCK DEBT STRATEGIES FD

New

Shares10.1K

Event2026-06-30

Filed2026-07-09

GSIT

GSI TECHNOLOGY INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-09

TPVG

TRIPLEPOINT VENTURE GROWTH B

19.92%

Shares14.7K

Event2026-06-30

Filed2026-07-09

SJT

SAN JUAN BASIN RTY TR

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-09

SANA

SANA BIOTECHNOLOGY INC

-26.98%

Shares11.5K

Event2026-06-30

Filed2026-07-09

IAUX

I-80 GOLD CORP

49.47%

Shares22.4K

Event2026-06-30

Filed2026-07-09

PACB

PACIFIC BIOSCIENCES CALIF IN

-13.64%

Shares19.0K

Event2026-06-30

Filed2026-07-09

OMEX

ODYSSEY MARINE EXPL INC

New

Shares12.5K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available