Sponsored

The Analysis of BEACON INVESTMENT ADVISORY SERVICES, INC.'s Holdings & P&L

Currently, BEACON INVESTMENT ADVISORY SERVICES, INC. holds 811 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in BKNG (+108.2K shares, valued at $19.3M), SCCO (+102.0K shares, valued at $17.8M), IJR (+96.7K shares, valued at $14.3M); decreased their positions in SHW (-58.2K shares, valued at $20.0M), N/A (-23.9K shares, valued at $12.3M), HD (-34.0K shares, valued at $12.0M); initiated new positions in N/A (+38.6K shares, valued at $8.5M), ECL (+20.9K shares, valued at $5.8M), INCY (+5.6K shares, valued at $635.7K).

1M P&L

+15.2M+0.81%

3M P&L

+98.6M+5.51%

HY P&L

+146.7M+8.42%

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/A706.8M

34.8%

2Semiconductors206.3M

10.1%

3Software - Infrastructure153.6M

7.6%

Top Industries by Stock Count

1N/A234 stocks

32.0%

2Banks - Regional17 stocks

2.3%

3Software - Application16 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS530.9K shares-0.99%2026-06-302026-07-08

IJR ISHARES TR1.2M shares9.10%2026-06-302026-07-08

VEA VANGUARD TAX-MANAGED FDS1.1M shares7.94%2026-06-302026-07-08

IAU ISHARES GOLD TR1.0M shares4.88%2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC127.2K shares-11.81%2026-06-302026-07-08

AAPL APPLE INC247.4K shares-2.94%2026-06-302026-07-08

MSFT MICROSOFT CORP181.2K shares-1.81%2026-06-302026-07-08

VCSH VANGUARD SCOTTSDALE FDS843.1K shares-0.42%2026-06-302026-07-08

Sponsored

SHY ISHARES TR775.7K shares-0.82%2026-06-302026-07-08

APPLIED MATLS INC APPLIED MATLS INC86.5K shares-14.28%2026-06-302026-07-08

NVDA NVIDIA CORPORATION312.4K shares-1.97%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO164.7K shares-16.47%2026-06-302026-07-08

CAT CATERPILLAR INC50.5K shares-3.48%2026-06-302026-07-08

GOOGL ALPHABET INC140.6K shares-2.85%2026-06-302026-07-08

PANW PALO ALTO NETWORKS INC146.5K shares-4.83%2026-06-302026-07-08

VIG VANGUARD SPECIALIZED FUNDS206.9K shares-0.18%2026-06-302026-07-08

Sponsored

MS MORGAN STANLEY228.6K shares-4.59%2026-06-302026-07-08

ADI ANALOG DEVICES INC111.4K shares-13.24%2026-06-302026-07-08

MASTERCARD INCORPORATED MASTERCARD INCORPORATED85.1K shares-21.92%2026-06-302026-07-08

ACWI ISHARES TR257.1K shares34.93%2026-06-302026-07-08

ISHARES TR ISHARES TR388.7K shares5.07%2026-06-302026-07-08

AMGN AMGEN INC105.0K shares-1.72%2026-06-302026-07-08

FTNT FORTINET INC231.2K shares-4.18%2026-06-302026-07-08

SCCO SOUTHERN COPPER CORP198.6K shares105.56%2026-06-302026-07-08

Sponsored

JPST J P MORGAN EXCHANGE TRADED F640.7K shares3.75%2026-06-302026-07-08

TJX TJX COS INC NEW210.2K shares-4.45%2026-06-302026-07-08

ROST ROSS STORES INC146.7K shares-4.73%2026-06-302026-07-08

ISHARES TR ISHARES TR38.9K shares-2.72%2026-06-302026-07-08

IDEXX LABS INC IDEXX LABS INC55.2K shares-6.22%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON112.4K shares-1.28%2026-06-302026-07-08

VRTX VERTEX PHARMACEUTICALS INC53.4K shares-4.86%2026-06-302026-07-08

ANET ARISTA NETWORKS INC140.4K shares46.56%2026-06-302026-07-08

Sponsored

ETN EATON CORP PLC55.7K shares-3.18%2026-06-302026-07-08

BROADCOM INC BROADCOM INC61.9K shares-5.49%2026-06-302026-07-08

VWO VANGUARD INTL EQUITY INDEX F372.2K shares20.29%2026-06-302026-07-08

ABBVIE INC ABBVIE INC84.5K shares-1.89%2026-06-302026-07-08

VOO VANGUARD INDEX FDS30.6K shares19.59%2026-06-302026-07-08

LLY ELI LILLY & CO17.2K shares-4.77%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T27.2K shares-7.31%2026-06-302026-07-08

BKNG BOOKING HOLDINGS INC112.9K shares2284.73%2026-06-302026-07-08

Sponsored

CISCO SYS INC CISCO SYS INC166.0K shares-18.15%2026-06-302026-07-08

GEV GE VERNOVA INC16.4K shares-2.16%2026-06-302026-07-08

TSM TAIWAN SEMICONDUCTOR MANUFAC38.7K shares-3.50%2026-06-302026-07-08

CVX CHEVRON CORPORATION104.0K shares-7.22%2026-06-302026-07-08

DEXCOM INC DEXCOM INC242.7K shares-5.71%2026-06-302026-07-08

SYK STRYKER CORPORATION49.7K shares-10.69%2026-06-302026-07-08

URI UNITED RENTALS INC12.9K shares1.71%2026-06-302026-07-08

ISRG INTUITIVE SURGICAL INC36.6K shares-4.92%2026-06-302026-07-08

Sponsored

GILD GILEAD SCIENCES INC112.4K shares-2.09%2026-06-302026-07-08

NVR NVR INC2.0K shares-4.34%2026-06-302026-07-08

DHR DANAHER CORP DEL71.0K shares-7.99%2026-06-302026-07-08

DLR DIGITAL RLTY TR INC69.8K shares22.43%2026-06-302026-07-08

NEXTERA ENERGY INC NEXTERA ENERGY INC139.4K shares5.39%2026-06-302026-07-08

RTX CORPORATION RTX CORPORATION62.6K shares-2.64%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC19.4K shares-0.94%2026-06-302026-07-08

CHUBB LIMITED CHUBB LIMITED31.8K shares-4.52%2026-06-302026-07-08

Sponsored

GNRC GENERAC HLDGS INC36.0K shares8.35%2026-06-302026-07-08

UBER UBER TECHNOLOGIES INC144.5K shares-2.68%2026-06-302026-07-08

COWZ PACER FDS TR164.0K shares18.92%2026-06-302026-07-08

BND VANGUARD BD INDEX FDS135.1K shares2.44%2026-06-302026-07-08

SNA SNAP ON INC24.2K shares-1.74%2026-06-302026-07-08

GS GOLDMAN SACHS GROUP INC9.1K shares11.01%2026-06-302026-07-08

INSULET CORP INSULET CORP59.3K shares-13.25%2026-06-302026-07-08

BA BOEING CO41.7K shares1.13%2026-06-302026-07-08

Sponsored

BAC BANK OF AMER CORP154.7K shares-1.61%2026-06-302026-07-08

ENB ENBRIDGE INC161.8K shares-2.82%2026-06-302026-07-08

IBM INTERNATIONAL BUSINESS MACHS30.5K shares939.37%2026-06-302026-07-08

GOOG ALPHABET INC24.3K shares-3.10%2026-06-302026-07-08

ALL ALLSTATE CORP35.8K shares-4.14%2026-06-302026-07-08

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC38.6K sharesnew addition2026-06-302026-07-08

HQY HEALTHEQUITY INC94.2K shares63.42%2026-06-302026-07-08

DRI DARDEN RESTAURANTS INC40.7K shares-5.14%2026-06-302026-07-08

Sponsored

VLO VALERO ENERGY CORP31.9K shares-3.32%2026-06-302026-07-08

WASTE MGMT INC DEL WASTE MGMT INC DEL36.9K shares-3.27%2026-06-302026-07-08

IWM ISHARES TR26.6K shares-2.55%2026-06-302026-07-08

NEM NEWMONT CORP83.5K shares18.60%2026-06-302026-07-08

PEP PEPSICO INC56.6K shares17.35%2026-06-302026-07-08

AMZN AMAZON COM INC32.1K shares-5.59%2026-06-302026-07-08

DUK DUKE ENERGY CORP NEW60.2K shares-0.83%2026-06-302026-07-08

EQIX EQUINIX INC7.2K shares-2.10%2026-06-302026-07-08

Sponsored

NOC NORTHROP GRUMMAN CORP14.4K shares-4.74%2026-06-302026-07-08

PNW PINNACLE WEST CAP CORP65.9K shares0.42%2026-06-302026-07-08

NVO NOVO-NORDISK A S145.8K shares-3.88%2026-06-302026-07-08

MINT PIMCO ETF TR67.1K shares-5.60%2026-06-302026-07-08

ITW ILLINOIS TOOL WKS INC24.2K shares-2.44%2026-06-302026-07-08

CGNX COGNEX CORP89.6K shares-0.03%2026-06-302026-07-08

CME CME GROUP INC28.1K shares-1.23%2026-06-302026-07-08

MEDTRONIC PLC MEDTRONIC PLC76.6K shares8759.19%2026-06-302026-07-08

Sponsored

ECL ECOLAB INC20.9K sharesnew addition2026-06-302026-07-08

MTD METTLER TOLEDO INTERNATIONAL4.5K shares-16.72%2026-06-302026-07-08

MCO MOODYS CORP12.5K shares-2.45%2026-06-302026-07-08

ADOBE INC ADOBE INC27.5K shares-5.55%2026-06-302026-07-08

INTU INTUIT20.7K shares-9.12%2026-06-302026-07-08

SBUX STARBUCKS CORP52.2K shares0.05%2026-06-302026-07-08

GSY INVESCO ACTIVELY MANAGED EXC104.7K shares69.50%2026-06-302026-07-08

JMST J P MORGAN EXCHANGE TRADED F97.3K shares33.00%2026-06-302026-07-08

Sponsored

SERVICENOW INC SERVICENOW INC49.3K shares-6.60%2026-06-302026-07-08

WSM WILLIAMS SONOMA INC19.8K shares0.00%2026-06-302026-07-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.8K shares9.12%2026-06-302026-07-08

GLW CORNING INC14.4K shares-7.79%2026-06-302026-07-08

ESML ISHARES TR64.6K shares0.00%2026-06-302026-07-08

IBP INSTALLED BLDG PRODS INC15.2K shares26.97%2026-06-302026-07-08

HD HOME DEPOT INC9.4K shares-78.29%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL6.6K shares-1.31%2026-06-302026-07-08

Sponsored

MRK MERCK & CO INC25.3K shares-4.84%2026-06-302026-07-08

APH AMPHENOL CORP18.1K shares10.89%2026-06-302026-07-08

PFS PROVIDENT FINL SVCS INC130.6K shares-13.28%2026-06-302026-07-08

VEU VANGUARD INTL EQUITY INDEX F36.3K shares-0.83%2026-06-302026-07-08

CRM SALESFORCE INC17.7K shares-10.72%2026-06-302026-07-08

BIIB BIOGEN INC12.2K shares-0.69%2026-06-302026-07-08

VSGX VANGUARD WORLD FD32.0K shares56.15%2026-06-302026-07-08

QCOM QUALCOMM INC13.8K shares-33.92%2026-06-302026-07-08

Sponsored

UNP UNION PAC CORP9.1K shares-2.04%2026-06-302026-07-08

MU MICRON TECHNOLOGY INC2.0K shares-10.57%2026-06-302026-07-08

PEG PUBLIC SVC ENTERPRISE GROUP28.1K shares-0.60%2026-06-302026-07-08

SHW SHERWIN WILLIAMS CO6.4K shares-90.09%2026-06-302026-07-08

QQQ INVESCO QQQ TR2.5K shares-0.32%2026-06-302026-07-08

ADP AUTOMATIC DATA PROCESSING IN7.9K shares57.10%2026-06-302026-07-08

AXP AMERICAN EXPRESS CO5.1K shares-0.98%2026-06-302026-07-08

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.2K shares-14.09%2026-06-302026-07-08

Sponsored

BK BANK OF NY MELLON CORP11.3K shares0.00%2026-06-302026-07-08

VGT VANGUARD WORLD FD13.5K shares772.23%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.7K shares-9.03%2026-06-302026-07-08

TXN TEXAS INSTRS INC5.4K shares-7.63%2026-06-302026-07-08

TRMB TRIMBLE INC31.2K shares2.99%2026-06-302026-07-08

ICSH ISHARES TR28.6K shares0.00%2026-06-302026-07-08

LOW LOWES COS INC5.8K shares-8.57%2026-06-302026-07-08

MTB M & T BK CORP5.3K shares9.17%2026-06-302026-07-08

Sponsored

CAH CARDINAL HEALTH INC5.1K shares0.00%2026-06-302026-07-08

GE GE AEROSPACE3.2K shares-8.65%2026-06-302026-07-08

MOH MOLINA HEALTHCARE INC5.2K shares13.26%2026-06-302026-07-08

ORACLE CORP ORACLE CORP8.1K shares-2.03%2026-06-302026-07-08

DG DOLLAR GEN CORP9.7K shares43.69%2026-06-302026-07-08

VLTO VERALTO CORP12.5K shares0.41%2026-06-302026-07-08

SCHX SCHWAB STRATEGIC TR36.1K shares-0.55%2026-06-302026-07-08

PHM PULTE GROUP INC7.3K shares10.96%2026-06-302026-07-08

Sponsored

COP CONOCOPHILLIPS9.6K shares3.94%2026-06-302026-07-08

BF.B BROWN FORMAN CORP37.3K shares0.00%2026-06-302026-07-08

VTRS VIATRIS INC61.1K shares9.10%2026-06-302026-07-08

ROP ROPER TECHNOLOGIES INC2.9K shares0.00%2026-06-302026-07-08

AOM ISHARES TR19.0K shares-0.23%2026-06-302026-07-08

PAA PLAINS ALL AMERN PIPELINE L40.9K shares0.00%2026-06-302026-07-08

PM PHILIP MORRIS INTL INC5.0K shares-8.31%2026-06-302026-07-08

ZION ZIONS BANCORPORATION NATL AS12.9K shares12.65%2026-06-302026-07-08

Sponsored

T AT&T INC42.6K shares20.72%2026-06-302026-07-08

COO COOPER COS INC11.9K shares21.39%2026-06-302026-07-08

HSIC SCHEIN HENRY INC9.7K shares7.72%2026-06-302026-07-08

IJH ISHARES TR10.1K shares-32.01%2026-06-302026-07-08

WMT WALMART INC6.9K shares0.00%2026-06-302026-07-08

ASTRAZENECA PLC ASTRAZENECA PLC4.0K shares0.00%2026-06-302026-07-08

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC6.4K shares-23.52%2026-06-302026-07-08

ABT ABBOTT LABORATORIES8.3K shares-35.61%2026-06-302026-07-08

Sponsored

SOLS SOLSTICE ADVANCED MATLS INC8.5K shares-4.07%2026-06-302026-07-08

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-08

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.7K shares-10.99%2026-06-302026-07-08

DIS DISNEY WALT CO7.5K shares-4.11%2026-06-302026-07-08

BSV VANGUARD BD INDEX FDS9.1K shares0.00%2026-06-302026-07-08

BX BLACKSTONE INC6.0K shares-7.01%2026-06-302026-07-08

AIZ ASSURANT INC2.6K shares12.14%2026-06-302026-07-08

VZ VERIZON COMMUNICATIONS INC16.3K shares13.69%2026-06-302026-07-08

Sponsored

J JACOBS SOLUTIONS INC5.4K shares11.90%2026-06-302026-07-08

ACUITY INC ACUITY INC1.8K shares13.27%2026-06-302026-07-08

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC5.6K shares13.66%2026-06-302026-07-08

GLD SPDR GOLD TR1.8K shares-15.27%2026-06-302026-07-08

HAS HASBRO INC7.9K shares13.01%2026-06-302026-07-08

SOLV SOLVENTUM CORP8.3K shares11.77%2026-06-302026-07-08

INCY INCYTE CORP5.6K sharesnew addition2026-06-302026-07-08

CL COLGATE PALMOLIVE CO6.9K shares-0.36%2026-06-302026-07-08

Sponsored

EXPD EXPEDITORS INTL WASH INC3.8K shares12.78%2026-06-302026-07-08

PFE PFIZER INC25.4K shares2.90%2026-06-302026-07-08

PG PROCTER & GAMBLE CO4.1K shares0.71%2026-06-302026-07-08

CMCSA COMCAST CORP NEW24.3K shares1.57%2026-06-302026-07-08

LULU LULULEMON ATHLETICA INC5.2K shares14.12%2026-06-302026-07-08

AFL AFLAC INC5.0K shares12.02%2026-06-302026-07-08

VO VANGUARD INDEX FDS7.3K shares300.00%2026-06-302026-07-08

MCD MCDONALDS CORP2.1K shares-3.54%2026-06-302026-07-08

Sponsored

LMT LOCKHEED MARTIN CORP1.1K shares-7.84%2026-06-302026-07-08

JPUS J P MORGAN EXCHANGE TRADED F3.9K shares0.00%2026-06-302026-07-08

ITA ISHARES TR2.2K shares0.00%2026-06-302026-07-08

VB VANGUARD INDEX FDS1.7K shares0.00%2026-06-302026-07-08

ALGN ALIGN TECHNOLOGY INC3.1K shares14.66%2026-06-302026-07-08

MO ALTRIA GROUP INC7.2K shares0.00%2026-06-302026-07-08

NVS NOVARTIS AG3.3K shares-1.48%2026-06-302026-07-08

TPL TEXAS PACIFIC LAND CORPORATI1.1K shares0.00%2026-06-302026-07-08

Sponsored

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION4.4K shares0.00%2026-06-302026-07-08

IWD ISHARES TR2.0K shares-9.52%2026-06-302026-07-08

XLK SELECT SECTOR SPDR TR2.5K shares8.58%2026-06-302026-07-08

REGN REGENERON PHARMACEUTICALS757 shares-92.28%2026-06-302026-07-08

NKE NIKE INC11.3K shares13.92%2026-06-302026-07-08

KO COCA COLA CO5.6K shares-33.15%2026-06-302026-07-08

VRSN VERISIGN INC1.8K shares14.37%2026-06-302026-07-08

NSC NORFOLK SOUTHN CORP1.4K shares0.00%2026-06-302026-07-08

Sponsored

VISA INC VISA INC1.2K shares0.00%2026-06-302026-07-08

IBB ISHARES TR2.2K shares4.60%2026-06-302026-07-08

FELG FIDELITY COVINGTON TRUST9.8K shares-2.57%2026-06-302026-07-08

SDY SPDR SERIES TRUST2.7K shares-4.19%2026-06-302026-07-08

BMY BRISTOL-MYERS SQUIBB CO7.2K shares-0.19%2026-06-302026-07-08

DECK DECKERS OUTDOOR CORP4.2K shares15.53%2026-06-302026-07-08

PAYX PAYCHEX INC4.2K shares-10.55%2026-06-302026-07-08

RSP INVESCO EXCHANGE TRADED FD T1.9K shares0.05%2026-06-302026-07-08

Sponsored

VNT VONTIER CORPORATION13.6K shares16.90%2026-06-302026-07-08

QRVO QORVO INC4.2K shares15.35%2026-06-302026-07-08

MGK VANGUARD WORLD FD4.1K shares400.00%2026-06-302026-07-08

XLF SELECT SECTOR SPDR TR6.7K shares12.47%2026-06-302026-07-08

TD TORONTO DOMINION BK ONT3.0K shares0.00%2026-06-302026-07-08

ARCH CAP GROUP LTD ARCH CAP GROUP LTD3.6K shares0.00%2026-06-302026-07-08

HDV ISHARES TR12.8K shares519.15%2026-06-302026-07-08

LAMR LAMAR ADVERTISING CO2.2K shares0.00%2026-06-302026-07-08

Sponsored

VYM VANGUARD WHITEHALL FDS2.1K shares0.00%2026-06-302026-07-08

EMR EMERSON ELEC CO2.3K shares0.00%2026-06-302026-07-08

IWV ISHARES TR777 shares0.00%2026-06-302026-07-08

VIGI VANGUARD WHITEHALL FDS3.4K shares3.55%2026-06-302026-07-08

BIL SPDR SERIES TRUST3.5K shares0.00%2026-06-302026-07-08

ROK ROCKWELL AUTOMATION INC645 shares-1.23%2026-06-302026-07-08

3M CO 3M CO1.9K shares-26.56%2026-06-302026-07-08

JEF JEFFERIES FINANCIAL GROUP IN6.1K shares-67.76%2026-06-302026-07-08

Sponsored

IHE ISHARES TR3.1K shares0.00%2026-06-302026-07-08

BE BLOOM ENERGY CORP1.0K shares0.00%2026-06-302026-07-08

KMI KINDER MORGAN INC DEL9.5K shares-10.42%2026-06-302026-07-08

TSLA TESLA INC717 shares3.46%2026-06-302026-07-08

AIG AMERICAN INTL GROUP INC4.0K shares0.90%2026-06-302026-07-08

CGDV CAPITAL GROUP DIVIDEND VALUE5.9K shares0.00%2026-06-302026-07-08

HUBB HUBBELL INC545 shares0.00%2026-06-302026-07-08

GWW WW GRAINGER INC209 shares-2.34%2026-06-302026-07-08

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC847 shares-3.09%2026-06-302026-07-08

CIEN CIENA CORP565 shares1.62%2026-06-302026-07-08

LRCX LAM RESEARCH CORP620 shares3.33%2026-06-302026-07-08

LW LAMB WESTON HLDGS INC6.2K shares8.93%2026-06-302026-07-08

OKE ONEOK INC NEW3.1K shares0.00%2026-06-302026-07-08

ITOT ISHARES TR1.6K shares0.12%2026-06-302026-07-08

ROKU ROKU INC1.9K shares-7.49%2026-06-302026-07-08

AME AMETEK INC1.0K shares0.00%2026-06-302026-07-08

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MIDD MIDDLEBY CORP1.5K shares0.00%2026-06-302026-07-08

INTC INTEL CORP1.8K shares-0.39%2026-06-302026-07-08

HPQ HP INC11.2K shares20.96%2026-06-302026-07-08

SRE SEMPRA2.6K shares0.00%2026-06-302026-07-08

C CITIGROUP INC1.7K shares0.00%2026-06-302026-07-08

KLAC KLA CORP800 shares900.00%2026-06-302026-07-08

HBAN HUNTINGTON BANCSHARES INC13.3K shares0.00%2026-06-302026-07-08

CMI CUMMINS INC326 shares0.31%2026-06-302026-07-08

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XLI SELECT SECTOR SPDR TR1.2K shares0.00%2026-06-302026-07-08

SHOP SHOPIFY INC2.0K shares0.00%2026-06-302026-07-08

BIO BIO RAD LABS INC753 shares0.00%2026-06-302026-07-08

SUSB ISHARES TR8.8K shares12.77%2026-06-302026-07-08

NUE NUCOR CORP966 shares0.00%2026-06-302026-07-08

CFG CITIZENS FINL GROUP INC3.1K shares0.00%2026-06-302026-07-08

DSI ISHARES TR1.5K shares0.20%2026-06-302026-07-08

GATX GATX CORP1.2K shares0.00%2026-06-302026-07-08

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VUG VANGUARD INDEX FDS2.4K shares500.00%2026-06-302026-07-08

UL UNILEVER PLC3.4K shares0.00%2026-06-302026-07-08

VV VANGUARD INDEX FDS585 shares-0.34%2026-06-302026-07-08

FNDX SCHWAB STRATEGIC TR6.4K shares0.00%2026-06-302026-07-08

FDS FACTSET RESH SYS INC864 shares0.00%2026-06-302026-07-08

KMB KIMBERLY-CLARK CORP1.8K shares0.00%2026-06-302026-07-08

MDLZ MONDELEZ INTL INC3.4K shares-4.28%2026-06-302026-07-08

VIS VANGUARD WORLD FD537 shares31.30%2026-06-302026-07-08

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FNDF SCHWAB STRATEGIC TR3.5K shares0.00%2026-06-302026-07-08

APD AIR PRODUCTS AND CHEMICALS I634 shares1.44%2026-06-302026-07-08

IEMG ISHARES INC2.2K shares-0.04%2026-06-302026-07-08

TER TERADYNE INC377 shares15.29%2026-06-302026-07-08

MKC MCCORMICK & CO INC3.6K shares1.30%2026-06-302026-07-08

FBTC FIDELITY WISE ORIGIN BITCOIN3.5K shares0.00%2026-06-302026-07-08

TMO THERMO FISHER SCIENTIFIC INC356 shares-67.93%2026-06-302026-07-08

ETFS GOLD TR ETFS GOLD TR4.7K shares0.00%2026-06-302026-07-08

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IOO ISHARES TR1.3K shares0.00%2026-06-302026-07-08

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.0K sharesnew addition2026-06-302026-07-08

DLN WISDOMTREE TR1.8K shares0.00%2026-06-302026-07-08

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.2K shares-5.78%2026-06-302026-07-08

ALLIANCEBERNSTEIN HLDG L P ALLIANCEBERNSTEIN HLDG L P4.9K shares0.00%2026-06-302026-07-08

CSX CSX CORP3.6K shares0.00%2026-06-302026-07-08

KVUE KENVUE INC8.8K shares-88.00%2026-06-302026-07-08

SOUTHERN CO SOUTHERN CO1.7K shares-10.62%2026-06-302026-07-08

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FLS FLOWSERVE CORP2.2K shares0.00%2026-06-302026-07-08

GLP GLOBAL PARTNERS LP3.5K shares0.00%2026-06-302026-07-08

O REALTY INCOME CORP2.6K shares0.00%2026-06-302026-07-08

AON AON PLC484 shares0.00%2026-06-302026-07-08

CEG CONSTELLATION ENERGY CORP629 shares0.00%2026-06-302026-07-08

IDV ISHARES TR3.8K shares0.00%2026-06-302026-07-08

PCYO PURE CYCLE CORP14.2K shares0.00%2026-06-302026-07-08

EPS WISDOMTREE TR1.9K shares0.00%2026-06-302026-07-08

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ALLEGION PLC ALLEGION PLC1.1K shares0.00%2026-06-302026-07-08

PYPL PAYPAL HLDGS INC3.5K shares-13.33%2026-06-302026-07-08

RJF RAYMOND JAMES FINL INC975 shares0.00%2026-06-302026-07-08

SLB SLB LIMITED3.2K shares0.00%2026-06-302026-07-08

IWF ISHARES TR1.2K shares300.00%2026-06-302026-07-08

SCHG SCHWAB STRATEGIC TR4.3K shares-0.14%2026-06-302026-07-08

ED CONSOLIDATED EDISON INC1.3K shares0.00%2026-06-302026-07-08

PPG PPG INDS INC1.2K shares0.00%2026-06-302026-07-08

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XEL XCEL ENERGY INC1.7K shares-8.63%2026-06-302026-07-08

BEP BROOKFIELD RENEWABLE ENERGY4.0K shares0.00%2026-06-302026-07-08

OCUL OCULAR THERAPEUTIX INC14.0K shares0.00%2026-06-302026-07-08

JXI ISHARES TR1.6K shares0.00%2026-06-302026-07-08

NOBL PROSHARES TR2.4K shares100.00%2026-06-302026-07-08

GD GENERAL DYNAMICS CORP380 shares2.98%2026-06-302026-07-08

XLE SELECT SECTOR SPDR TR2.5K shares0.00%2026-06-302026-07-08

MTUM ISHARES TR389 shares0.00%2026-06-302026-07-08

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SCHD SCHWAB STRATEGIC TR4.2K shares0.07%2026-06-302026-07-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR2.9K shares0.00%2026-06-302026-07-08

FREEPORT MCMORAN INC FREEPORT MCMORAN INC2.0K shares1.60%2026-06-302026-07-08

IYF ISHARES TR1.0K shares0.00%2026-06-302026-07-08

STLD STEEL DYNAMICS INC550 shares0.00%2026-06-302026-07-08

WPC WP CAREY INC1.8K shares-0.11%2026-06-302026-07-08

IGE ISHARES TR2.2K shares0.00%2026-06-302026-07-08

NFG NATIONAL FUEL GAS CO1.6K shares0.00%2026-06-302026-07-08

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IGM ISHARES TR750 shares0.00%2026-06-302026-07-08

IWN ISHARES TR553 shares0.00%2026-06-302026-07-08

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OMC OMNICOM GROUP INC1.7K shares0.00%2026-06-302026-07-08

SCHA SCHWAB STRATEGIC TR3.3K shares0.00%2026-06-302026-07-08

NVT NVENT ELEC PLC695 shares5.14%2026-06-302026-07-08

LB LANDBRIDGE COMPANY LLC1.5K shares0.00%2026-06-302026-07-08

DVY ISHARES TR750 shares0.00%2026-06-302026-07-08

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UCB UNITED CMNTY BKS BLAIRSVLE G3.3K shares0.00%2026-06-302026-07-08

WBD WARNER BROS DISCOVERY INC4.4K shares77.30%2026-06-302026-07-08

TOL TOLL BROTHERS INC700 shares0.00%2026-06-302026-07-08

DGRO ISHARES TR1.5K shares0.00%2026-06-302026-07-08

RWJ INVESCO EXCH TRADED FD TR II1.9K shares0.00%2026-06-302026-07-08

STT STATE STR CORP670 shares0.00%2026-06-302026-07-08

ARES CAPITAL CORP ARES CAPITAL CORP6.1K shares0.00%2026-06-302026-07-08

AEP AMERICAN ELEC PWR CO INC825 shares0.00%2026-06-302026-07-08

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IBIT ISHARES BITCOIN TRUST ETF3.4K shares86.72%2026-06-302026-07-08

SPHQ INVESCO EXCHANGE TRADED FD T1.2K shares442.79%2026-06-302026-07-08

MET METLIFE INC1.3K shares0.00%2026-06-302026-07-08

VOOG VANGUARD ADMIRAL FDS INC1.3K shares500.00%2026-06-302026-07-08

IBKR INTERACTIVE BROKERS GROUP IN1.3K shares0.00%2026-06-302026-07-08

DAL DELTA AIR LINES INC1.2K shares0.00%2026-06-302026-07-08

GEHC GE HEALTHCARE TECHNOLOGIES I1.7K shares0.82%2026-06-302026-07-08

VTEB VANGUARD MUN BD FDS2.2K shares0.00%2026-06-302026-07-08

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MGV VANGUARD WORLD FD667 shares0.00%2026-06-302026-07-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND875 shares-16.27%2026-06-302026-07-08

GABELLI EQUITY TR INC GABELLI EQUITY TR INC19.0K shares0.00%2026-06-302026-07-08

AHCO ADAPTHEALTH CORP10.3K shares0.00%2026-06-302026-07-08

BBCA J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2026-06-302026-07-08

COF CAPITAL ONE FINL CORP525 shares5.00%2026-06-302026-07-08

XLY SELECT SECTOR SPDR TR896 shares133.33%2026-06-302026-07-08

TTD THE TRADE DESK INC5.7K shares-3.56%2026-06-302026-07-08

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AMX AMERICA MOVIL SAB DE CV3.9K shares0.00%2026-06-302026-07-08

ESS ESSEX PPTY TR INC350 shares0.00%2026-06-302026-07-08

VMI VALMONT INDS INC175 shares-27.08%2026-06-302026-07-08

SYY SYSCO CORP1.2K shares-4.13%2026-06-302026-07-08

VBK VANGUARD INDEX FDS275 shares0.00%2026-06-302026-07-08

SIMO SILICON MOTION TECHNOLOGY CO300 shares0.00%2026-06-302026-07-08

MKL MARKEL GROUP INC51 shares2.00%2026-06-302026-07-08

PRU PRUDENTIAL FINL INC893 shares-0.22%2026-06-302026-07-08

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SMG SCOTTS MIRACLE-GRO CO1.4K shares-4.63%2026-06-302026-07-08

IGSB ISHARES TR1.8K shares0.00%2026-06-302026-07-08

LECO LINCOLN ELEC HLDGS INC350 shares-5.66%2026-06-302026-07-08

CSL CARLISLE COS INC250 shares0.00%2026-06-302026-07-08

BR BROADRIDGE FINL SOLUTIONS IN659 shares703.66%2026-06-302026-07-08

WFC WELLS FARGO & CO1.1K shares30.19%2026-06-302026-07-08

GRMN GARMIN LTD375 shares0.00%2026-06-302026-07-08

IYW ISHARES TR352 shares0.00%2026-06-302026-07-08

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SHEL SHELL PLC1.1K shares0.00%2026-06-302026-07-08

VDC VANGUARD WORLD FD392 shares22.12%2026-06-302026-07-08

TDIV FIRST TR EXCHANGE TRADED FD750 shares0.00%2026-06-302026-07-08

GPC GENUINE PARTS CO727 shares13.77%2026-06-302026-07-08

CVS CVS HEALTH CORP825 shares0.00%2026-06-302026-07-08

MSCI MSCI INC150 shares3.45%2026-06-302026-07-08

VTR VENTAS INC945 shares0.00%2026-06-302026-07-08

SLF SUN LIFE FINANCIAL INC.1.1K shares0.00%2026-06-302026-07-08

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VTV VANGUARD INDEX FDS375 shares0.27%2026-06-302026-07-08

PAG PENSKE AUTOMOTIVE GRP INC455 shares0.00%2026-06-302026-07-08

DELL DELL TECHNOLOGIES INC187 shares3.89%2026-06-302026-07-08

AVT AVNET INC870 shares0.00%2026-06-302026-07-08

F FORD MTR CO5.5K shares-38.72%2026-06-302026-07-08

IVE ISHARES TR337 shares0.00%2026-06-302026-07-08

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ADM ARCHER DANIELS MIDLAND CO991 shares0.00%2026-06-302026-07-08

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DTD WISDOMTREE TR810 shares0.00%2026-06-302026-07-08

WAT WATERS CORP201 shares0.00%2026-06-302026-07-08

XNTK SPDR SERIES TRUST191 shares55.28%2026-06-302026-07-08

EFA ISHARES TR715 shares0.00%2026-06-302026-07-08

TT TRANE TECHNOLOGIES PLC150 shares0.00%2026-06-302026-07-08

TFC TRUIST FINL CORP1.5K shares0.00%2026-06-302026-07-08

EXC EXELON CORP1.5K shares0.00%2026-06-302026-07-08

GDV GABELLI DIVID & INCOME TR2.4K shares-29.81%2026-06-302026-07-08

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PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC585 shares-2.66%2026-06-302026-07-08

DKS DICKS SPORTING GOODS INC300 shares0.00%2026-06-302026-07-08

ASGI ABRDN GLOBAL INFRA INCOME FU2.9K shares0.00%2026-06-302026-07-08

SMOG VANECK ETF TRUST465 shares0.00%2026-06-302026-07-08

PVAL PUTNAM ETF TRUST1.3K shares0.00%2026-06-302026-07-08

DOC HEALTHPEAK PROPERTIES INC3.2K shares-14.28%2026-06-302026-07-08

EPD ENTERPRISE PRODS PARTNERS L1.8K shares12.76%2026-06-302026-07-08

ODC OIL DRI CORP AMER650 shares0.00%2026-06-302026-07-08

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SCHF SCHWAB STRATEGIC TR2.4K shares177.38%2026-06-302026-07-08

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.724 shares11.38%2026-06-302026-07-08

DGX QUEST DIAGNOSTICS INC310 shares0.00%2026-06-302026-07-08

BDJ BLACKROCK ENHANCED EQUITY DI6.8K shares-24.47%2026-06-302026-07-08

TGT TARGET CORP492 shares0.00%2026-06-302026-07-08

XLP SELECT SECTOR SPDR TR769 shares284.50%2026-06-302026-07-08

BDX BECTON DICKINSON & CO421 shares0.00%2026-06-302026-07-08

FV FIRST TR EXCHANGE TRADED FD838 shares0.00%2026-06-302026-07-08

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EVER EVERQUOTE INC2.7K shares0.00%2026-06-302026-07-08

RBA RB GLOBAL INC540 shares5.88%2026-06-302026-07-08

SPHB INVESCO EXCH TRADED FD TR II403 shares0.00%2026-06-302026-07-08

IGF ISHARES TR940 shares0.00%2026-06-302026-07-08

PSX PHILLIPS 66370 shares0.00%2026-06-302026-07-08

UPS UNITED PARCEL SVCS INC580 shares-13.43%2026-06-302026-07-08

ESP ESPEY MFG & ELECTRS CORP925 shares0.00%2026-06-302026-07-08

UGI UGI CORP NEW1.8K shares0.00%2026-06-302026-07-08

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CARR CARRIER GLOBAL CORPORATION845 shares-22.83%2026-06-302026-07-08

XLG INVESCO EXCHANGE TRADED FD T996 sharesnew addition2026-06-302026-07-08

HE HAWAIIAN ELEC INDS INC MTN B4.5K shares0.00%2026-06-302026-07-08

TDY TELEDYNE TECHNOLOGIES INC91 shares-9.00%2026-06-302026-07-08

PCAR PACCAR INC505 shares0.00%2026-06-302026-07-08

IVES WEDBUSH SER TR1.6K shares0.00%2026-06-302026-07-08

DHS WISDOMTREE TR525 shares0.00%2026-06-302026-07-08

RRX REGAL REXNORD CORPORATION250 shares0.00%2026-06-302026-07-08

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CRH CRH PLC550 shares0.00%2026-06-302026-07-08

PRFZ INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-06-302026-07-08

AJG GALLAGHER ARTHUR J & CO250 shares-42.00%2026-06-302026-07-08

BIDU BAIDU INC500 shares0.00%2026-06-302026-07-08

XLC SELECT SECTOR SPDR TR533 sharesnew addition2026-06-302026-07-08

L LOEWS CORP500 shares-18.43%2026-06-302026-07-08

SPXX NUVEEN S&P 500 DYNAMIC OVERW3.0K shares-0.03%2026-06-302026-07-08

ARK ETF TR ARK ETF TR427 shares0.00%2026-06-302026-07-08

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NETFLIX INC. NETFLIX INC.790 shares49.06%2026-06-302026-07-08

FTCS FIRST TR EXCHANGE-TRADED FD600 shares0.00%2026-06-302026-07-08

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VDE VANGUARD WORLD FD372 shares0.00%2026-06-302026-07-08

EBAY EBAY INC.499 shares0.00%2026-06-302026-07-08

RSPM INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2026-06-302026-07-08

BBJP J P MORGAN EXCHANGE TRADED F727 shares-65.08%2026-06-302026-07-08

XLV SELECT SECTOR SPDR TR345 shares72.50%2026-06-302026-07-08

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VICI VICI PPTYS INC2.1K shares0.00%2026-06-302026-07-08

AIVL WISDOMTREE TR408 shares0.00%2026-06-302026-07-08

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BBAX J P MORGAN EXCHANGE TRADED F885 shares0.00%2026-06-302026-07-08

PNC PNC FINL SVCS GROUP INC215 shares7.50%2026-06-302026-07-08

GRNY TIDAL TRUST I1.9K shares0.00%2026-06-302026-07-08

RPG INVESCO EXCHANGE TRADED FD T821 shares0.00%2026-06-302026-07-08

SKYY FIRST TR EXCHANGE-TRADED FD386 sharesnew addition2026-06-302026-07-08

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BLK BLACKROCK INC54 shares0.00%2026-06-302026-07-08

IUSG ISHARES TR275 shares0.00%2026-06-302026-07-08

LHX L3HARRIS TECHNOLOGIES INC175 shares0.00%2026-06-302026-07-08

VHT VANGUARD WORLD FD168 sharesnew addition2026-06-302026-07-08

OTIS OTIS WORLDWIDE CORP700 shares-27.98%2026-06-302026-07-08

OXY OCCIDENTAL PETE CORP1.0K shares0.10%2026-06-302026-07-08

VCR VANGUARD WORLD FD125 shares0.00%2026-06-302026-07-08

DEO DIAGEO PLC598 shares-39.04%2026-06-302026-07-08

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SWK STANLEY BLACK & DECKER INC510 shares0.00%2026-06-302026-07-08

LNG CHENIERE ENERGY INC200 shares0.00%2026-06-302026-07-08

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PROSHARES TR PROSHARES TR1.3K shares0.00%2026-06-302026-07-08

XLB SELECT SECTOR SPDR TR900 shares-26.83%2026-06-302026-07-08

VNQ VANGUARD INDEX FDS470 shares0.00%2026-06-302026-07-08

ROL ROLLINS INC1.1K shares0.00%2026-06-302026-07-08

VNQI VANGUARD INTL EQUITY INDEX F981 shares0.00%2026-06-302026-07-08

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FNDE SCHWAB STRATEGIC TR1.1K shares0.00%2026-06-302026-07-08

MGC VANGUARD WORLD FD159 shares0.00%2026-06-302026-07-08

BNS BANK NOVA SCOTIA B C500 shares0.00%2026-06-302026-07-08

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GIS GENERAL MILLS INC1.2K shares0.00%2026-06-302026-07-08

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DOMINION ENERGY INC DOMINION ENERGY INC620 shares0.00%2026-06-302026-07-08

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DLS WISDOMTREE TR500 shares0.00%2026-06-302026-07-08

FCNCA FIRST CTZNS BANCSHARES INC D20 shares-13.04%2026-06-302026-07-08

QSR RESTAURANT BRANDS INTL INC568 shares0.00%2026-06-302026-07-08

PRF INVESCO EXCHANGE TRADED FD T760 shares0.00%2026-06-302026-07-08

SPYV SPDR SERIES TRUST671 shares0.00%2026-06-302026-07-08

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FNCL FIDELITY COVINGTON TRUST521 shares0.00%2026-06-302026-07-08

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ZOETIS INC ZOETIS INC550 shares-51.33%2026-06-302026-07-08

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BALL BALL CORP600 shares0.00%2026-06-302026-07-08

NYCB FLAGSTAR BANK NATIONAL ASSOC2.5K shares0.00%2026-06-302026-07-08

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BEPC BROOKFIELD RENEWABLE CORP993 shares0.00%2026-06-302026-07-08

FDN FIRST TR EXCHANGE-TRADED FD136 sharesnew addition2026-06-302026-07-08

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RDDT REDDIT INC200 sharesnew addition2026-06-302026-07-08

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AREC AMERICAN RES CORP15.0K shares0.00%2026-06-302026-07-08

TXT TEXTRON INC350 shares0.00%2026-06-302026-07-08

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP100 shares0.00%2026-06-302026-07-08

CCI CROWN CASTLE INC419 shares-19.73%2026-06-302026-07-08

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD231 shares0.00%2026-06-302026-07-08

CII BLACKROCK ENHANCED LARGE CAP1.2K shares0.00%2026-06-302026-07-08

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC99 shares-52.86%2026-06-302026-07-08

PKG PACKAGING CORP AMER125 shares0.00%2026-06-302026-07-08

WSO WATSCO INC70 shares0.00%2026-06-302026-07-08

WFC-PL WELLS FARGO & CO25 shares-40.48%2026-06-302026-07-08

BSX BOSTON SCIENTIFIC CORP659 shares-61.14%2026-06-302026-07-08

LABCORP HOLDINGS INC LABCORP HOLDINGS INC100 shares-20.00%2026-06-302026-07-08

Sponsored

ADSK AUTODESK INC144 shares-86.94%2026-06-302026-07-08

VYMI VANGUARD WHITEHALL FDS285 shares0.00%2026-06-302026-07-08

PAVE GLOBAL X FDS470 shares0.00%2026-06-302026-07-08

NTAP NETAPP INC175 shares0.00%2026-06-302026-07-08

VANGUARD INDEX FDS

-0.99%

Shares530.9K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

9.10%

Shares1.2M

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD TAX-MANAGED FDS

7.94%

Shares1.1M

Event2026-06-30

Filed2026-07-08

IAU

ISHARES GOLD TR

4.88%

Shares1.0M

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

-11.81%

Shares127.2K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

-2.94%

Shares247.4K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-1.81%

Shares181.2K

Event2026-06-30

Filed2026-07-08

VCSH

VANGUARD SCOTTSDALE FDS

-0.42%

Shares843.1K

Event2026-06-30

Filed2026-07-08

SHY

ISHARES TR

-0.82%

Shares775.7K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

-14.28%

Shares86.5K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

-1.97%

Shares312.4K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

-16.47%

Shares164.7K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

-3.48%

Shares50.5K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

-2.85%

Shares140.6K

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS INC

-4.83%

Shares146.5K

Event2026-06-30

Filed2026-07-08

VIG

VANGUARD SPECIALIZED FUNDS

-0.18%

Shares206.9K

Event2026-06-30

Filed2026-07-08

MORGAN STANLEY

-4.59%

Shares228.6K

Event2026-06-30

Filed2026-07-08

ADI

ANALOG DEVICES INC

-13.24%

Shares111.4K

Event2026-06-30

Filed2026-07-08

MASTERCARD INCORPORATED

-21.92%

Shares85.1K

Event2026-06-30

Filed2026-07-08

ACWI

ISHARES TR

34.93%

Shares257.1K

Event2026-06-30

Filed2026-07-08

ISHARES TR

5.07%

Shares388.7K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

-1.72%

Shares105.0K

Event2026-06-30

Filed2026-07-08

FTNT

FORTINET INC

-4.18%

Shares231.2K

Event2026-06-30

Filed2026-07-08

SCCO

SOUTHERN COPPER CORP

105.56%

Shares198.6K

Event2026-06-30

Filed2026-07-08

JPST

J P MORGAN EXCHANGE TRADED F

3.75%

Shares640.7K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

-4.45%

Shares210.2K

Event2026-06-30

Filed2026-07-08

ROST

ROSS STORES INC

-4.73%

Shares146.7K

Event2026-06-30

Filed2026-07-08

ISHARES TR

-2.72%

Shares38.9K

Event2026-06-30

Filed2026-07-08

IDEXX LABS INC

-6.22%

Shares55.2K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

-1.28%

Shares112.4K

Event2026-06-30

Filed2026-07-08

VRTX

VERTEX PHARMACEUTICALS INC

-4.86%

Shares53.4K

Event2026-06-30

Filed2026-07-08

ANET

ARISTA NETWORKS INC

46.56%

Shares140.4K

Event2026-06-30

Filed2026-07-08

ETN

EATON CORP PLC

-3.18%

Shares55.7K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

-5.49%

Shares61.9K

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD INTL EQUITY INDEX F

20.29%

Shares372.2K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

-1.89%

Shares84.5K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

19.59%

Shares30.6K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

-4.77%

Shares17.2K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

-7.31%

Shares27.2K

Event2026-06-30

Filed2026-07-08

BKNG

BOOKING HOLDINGS INC

2284.73%

Shares112.9K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

-18.15%

Shares166.0K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

-2.16%

Shares16.4K

Event2026-06-30

Filed2026-07-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.50%

Shares38.7K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

-7.22%

Shares104.0K

Event2026-06-30

Filed2026-07-08

DEXCOM INC

-5.71%

Shares242.7K

Event2026-06-30

Filed2026-07-08

SYK

STRYKER CORPORATION

-10.69%

Shares49.7K

Event2026-06-30

Filed2026-07-08

URI

UNITED RENTALS INC

1.71%

Shares12.9K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL INC

-4.92%

Shares36.6K

Event2026-06-30

Filed2026-07-08

GILD

GILEAD SCIENCES INC

-2.09%

Shares112.4K

Event2026-06-30

Filed2026-07-08

NVR

NVR INC

-4.34%

Shares2.0K

Event2026-06-30

Filed2026-07-08

DHR

DANAHER CORP DEL

-7.99%

Shares71.0K

Event2026-06-30

Filed2026-07-08

DLR

DIGITAL RLTY TR INC

22.43%

Shares69.8K

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

5.39%

Shares139.4K

Event2026-06-30

Filed2026-07-08

RTX CORPORATION

-2.64%

Shares62.6K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

-0.94%

Shares19.4K

Event2026-06-30

Filed2026-07-08

CHUBB LIMITED

-4.52%

Shares31.8K

Event2026-06-30

Filed2026-07-08

GNRC

GENERAC HLDGS INC

8.35%

Shares36.0K

Event2026-06-30

Filed2026-07-08

UBER

UBER TECHNOLOGIES INC

-2.68%

Shares144.5K

Event2026-06-30

Filed2026-07-08

COWZ

PACER FDS TR

18.92%

Shares164.0K

Event2026-06-30

Filed2026-07-08

BND

VANGUARD BD INDEX FDS

2.44%

Shares135.1K

Event2026-06-30

Filed2026-07-08

SNA

SNAP ON INC

-1.74%

Shares24.2K

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

11.01%

Shares9.1K

Event2026-06-30

Filed2026-07-08

INSULET CORP

-13.25%

Shares59.3K

Event2026-06-30

Filed2026-07-08

BOEING CO

1.13%

Shares41.7K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP

-1.61%

Shares154.7K

Event2026-06-30

Filed2026-07-08

ENB

ENBRIDGE INC

-2.82%

Shares161.8K

Event2026-06-30

Filed2026-07-08

IBM

INTERNATIONAL BUSINESS MACHS

939.37%

Shares30.5K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-3.10%

Shares24.3K

Event2026-06-30

Filed2026-07-08

ALL

ALLSTATE CORP

-4.14%

Shares35.8K

Event2026-06-30

Filed2026-07-08

HONEYWELL AEROSPACE INC

New

Shares38.6K

Event2026-06-30

Filed2026-07-08

HQY

HEALTHEQUITY INC

63.42%

Shares94.2K

Event2026-06-30

Filed2026-07-08

DRI

DARDEN RESTAURANTS INC

-5.14%

Shares40.7K

Event2026-06-30

Filed2026-07-08

VLO

VALERO ENERGY CORP

-3.32%

Shares31.9K

Event2026-06-30

Filed2026-07-08

WASTE MGMT INC DEL

-3.27%

Shares36.9K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES TR

-2.55%

Shares26.6K

Event2026-06-30

Filed2026-07-08

NEM

NEWMONT CORP

18.60%

Shares83.5K

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC

17.35%

Shares56.6K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

-5.59%

Shares32.1K

Event2026-06-30

Filed2026-07-08

DUK

DUKE ENERGY CORP NEW

-0.83%

Shares60.2K

Event2026-06-30

Filed2026-07-08

EQIX

EQUINIX INC

-2.10%

Shares7.2K

Event2026-06-30

Filed2026-07-08

NOC

NORTHROP GRUMMAN CORP

-4.74%

Shares14.4K

Event2026-06-30

Filed2026-07-08

PNW

PINNACLE WEST CAP CORP

0.42%

Shares65.9K

Event2026-06-30

Filed2026-07-08

NVO

NOVO-NORDISK A S

-3.88%

Shares145.8K

Event2026-06-30

Filed2026-07-08

MINT

PIMCO ETF TR

-5.60%

Shares67.1K

Event2026-06-30

Filed2026-07-08

ITW

ILLINOIS TOOL WKS INC

-2.44%

Shares24.2K

Event2026-06-30

Filed2026-07-08

CGNX

COGNEX CORP

-0.03%

Shares89.6K

Event2026-06-30

Filed2026-07-08

CME

CME GROUP INC

-1.23%

Shares28.1K

Event2026-06-30

Filed2026-07-08

MEDTRONIC PLC

8759.19%

Shares76.6K

Event2026-06-30

Filed2026-07-08

ECL

ECOLAB INC

New

Shares20.9K

Event2026-06-30

Filed2026-07-08

MTD

METTLER TOLEDO INTERNATIONAL

-16.72%

Shares4.5K

Event2026-06-30

Filed2026-07-08

MCO

MOODYS CORP

-2.45%

Shares12.5K

Event2026-06-30

Filed2026-07-08

ADOBE INC

-5.55%

Shares27.5K

Event2026-06-30

Filed2026-07-08

INTU

INTUIT

-9.12%

Shares20.7K

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP

0.05%

Shares52.2K

Event2026-06-30

Filed2026-07-08

GSY

INVESCO ACTIVELY MANAGED EXC

69.50%

Shares104.7K

Event2026-06-30

Filed2026-07-08

JMST

J P MORGAN EXCHANGE TRADED F

33.00%

Shares97.3K

Event2026-06-30

Filed2026-07-08

SERVICENOW INC

-6.60%

Shares49.3K

Event2026-06-30

Filed2026-07-08

WSM

WILLIAMS SONOMA INC

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-08

SEAGATE TECHNOLOGY HLDNGS PL

9.12%

Shares3.8K

Event2026-06-30

Filed2026-07-08

GLW

CORNING INC

-7.79%

Shares14.4K

Event2026-06-30

Filed2026-07-08

ESML

ISHARES TR

0.00%

Shares64.6K

Event2026-06-30

Filed2026-07-08

IBP

INSTALLED BLDG PRODS INC

26.97%

Shares15.2K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

-78.29%

Shares9.4K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.31%

Shares6.6K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

-4.84%

Shares25.3K

Event2026-06-30

Filed2026-07-08

APH

AMPHENOL CORP

10.89%

Shares18.1K

Event2026-06-30

Filed2026-07-08

PFS

PROVIDENT FINL SVCS INC

-13.28%

Shares130.6K

Event2026-06-30

Filed2026-07-08

VEU

VANGUARD INTL EQUITY INDEX F

-0.83%

Shares36.3K

Event2026-06-30

Filed2026-07-08

CRM

SALESFORCE INC

-10.72%

Shares17.7K

Event2026-06-30

Filed2026-07-08

BIIB

BIOGEN INC

-0.69%

Shares12.2K

Event2026-06-30

Filed2026-07-08

VSGX

VANGUARD WORLD FD

56.15%

Shares32.0K

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

-33.92%

Shares13.8K

Event2026-06-30

Filed2026-07-08

UNP

UNION PAC CORP

-2.04%

Shares9.1K

Event2026-06-30

Filed2026-07-08

MICRON TECHNOLOGY INC

-10.57%

Shares2.0K

Event2026-06-30

Filed2026-07-08

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.60%

Shares28.1K

Event2026-06-30

Filed2026-07-08

SHW

SHERWIN WILLIAMS CO

-90.09%

Shares6.4K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

-0.32%

Shares2.5K

Event2026-06-30

Filed2026-07-08

ADP

AUTOMATIC DATA PROCESSING IN

57.10%

Shares7.9K

Event2026-06-30

Filed2026-07-08

AXP

AMERICAN EXPRESS CO

-0.98%

Shares5.1K

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC

-14.09%

Shares2.2K

Event2026-06-30

Filed2026-07-08

BANK OF NY MELLON CORP

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-08

VGT

VANGUARD WORLD FD

772.23%

Shares13.5K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

-9.03%

Shares1.7K

Event2026-06-30

Filed2026-07-08

TXN

TEXAS INSTRS INC

-7.63%

Shares5.4K

Event2026-06-30

Filed2026-07-08

TRMB

TRIMBLE INC

2.99%

Shares31.2K

Event2026-06-30

Filed2026-07-08

ICSH

ISHARES TR

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-08

LOW

LOWES COS INC

-8.57%

Shares5.8K

Event2026-06-30

Filed2026-07-08

MTB

M & T BK CORP

9.17%

Shares5.3K

Event2026-06-30

Filed2026-07-08

CAH

CARDINAL HEALTH INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-08

GE AEROSPACE

-8.65%

Shares3.2K

Event2026-06-30

Filed2026-07-08

MOH

MOLINA HEALTHCARE INC

13.26%

Shares5.2K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

-2.03%

Shares8.1K

Event2026-06-30

Filed2026-07-08

DOLLAR GEN CORP

43.69%

Shares9.7K

Event2026-06-30

Filed2026-07-08

VLTO

VERALTO CORP

0.41%

Shares12.5K

Event2026-06-30

Filed2026-07-08

SCHX

SCHWAB STRATEGIC TR

-0.55%

Shares36.1K

Event2026-06-30

Filed2026-07-08

PHM

PULTE GROUP INC

10.96%

Shares7.3K

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS

3.94%

Shares9.6K

Event2026-06-30

Filed2026-07-08

BF.B

BROWN FORMAN CORP

0.00%

Shares37.3K

Event2026-06-30

Filed2026-07-08

VTRS

VIATRIS INC

9.10%

Shares61.1K

Event2026-06-30

Filed2026-07-08

ROP

ROPER TECHNOLOGIES INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-08

AOM

ISHARES TR

-0.23%

Shares19.0K

Event2026-06-30

Filed2026-07-08

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares40.9K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

-8.31%

Shares5.0K

Event2026-06-30

Filed2026-07-08

ZION

ZIONS BANCORPORATION NATL AS

12.65%

Shares12.9K

Event2026-06-30

Filed2026-07-08

AT&T INC

20.72%

Shares42.6K

Event2026-06-30

Filed2026-07-08

COO

COOPER COS INC

21.39%

Shares11.9K

Event2026-06-30

Filed2026-07-08

HSIC

SCHEIN HENRY INC

7.72%

Shares9.7K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES TR

-32.01%

Shares10.1K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-08

ASTRAZENECA PLC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-08

APOLLO GLOBAL MGMT INC

-23.52%

Shares6.4K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

-35.61%

Shares8.3K

Event2026-06-30

Filed2026-07-08

SOLS

SOLSTICE ADVANCED MATLS INC

-4.07%

Shares8.5K

Event2026-06-30

Filed2026-07-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

-10.99%

Shares1.7K

Event2026-06-30

Filed2026-07-08

DIS

DISNEY WALT CO

-4.11%

Shares7.5K

Event2026-06-30

Filed2026-07-08

BSV

VANGUARD BD INDEX FDS

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-08

BLACKSTONE INC

-7.01%

Shares6.0K

Event2026-06-30

Filed2026-07-08

AIZ

ASSURANT INC

12.14%

Shares2.6K

Event2026-06-30

Filed2026-07-08

VERIZON COMMUNICATIONS INC

13.69%

Shares16.3K

Event2026-06-30

Filed2026-07-08

JACOBS SOLUTIONS INC

11.90%

Shares5.4K

Event2026-06-30

Filed2026-07-08

ACUITY INC

13.27%

Shares1.8K

Event2026-06-30

Filed2026-07-08

AKAMAI TECHNOLOGIES INC

13.66%

Shares5.6K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

-15.27%

Shares1.8K

Event2026-06-30

Filed2026-07-08

HAS

HASBRO INC

13.01%

Shares7.9K

Event2026-06-30

Filed2026-07-08

SOLV

SOLVENTUM CORP

11.77%

Shares8.3K

Event2026-06-30

Filed2026-07-08

INCY

INCYTE CORP

New

Shares5.6K

Event2026-06-30

Filed2026-07-08

COLGATE PALMOLIVE CO

-0.36%

Shares6.9K

Event2026-06-30

Filed2026-07-08

EXPD

EXPEDITORS INTL WASH INC

12.78%

Shares3.8K

Event2026-06-30

Filed2026-07-08

PFE

PFIZER INC

2.90%

Shares25.4K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

0.71%

Shares4.1K

Event2026-06-30

Filed2026-07-08

CMCSA

COMCAST CORP NEW

1.57%

Shares24.3K

Event2026-06-30

Filed2026-07-08

LULU

LULULEMON ATHLETICA INC

14.12%

Shares5.2K

Event2026-06-30

Filed2026-07-08

AFL

AFLAC INC

12.02%

Shares5.0K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

300.00%

Shares7.3K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP

-3.54%

Shares2.1K

Event2026-06-30

Filed2026-07-08

LMT

LOCKHEED MARTIN CORP

-7.84%

Shares1.1K

Event2026-06-30

Filed2026-07-08

JPUS

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-08

ITA

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-08

ALGN

ALIGN TECHNOLOGY INC

14.66%

Shares3.1K

Event2026-06-30

Filed2026-07-08

ALTRIA GROUP INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-08

NVS

NOVARTIS AG

-1.48%

Shares3.3K

Event2026-06-30

Filed2026-07-08

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

ARES MANAGEMENT CORPORATION

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-08

IWD

ISHARES TR

-9.52%

Shares2.0K

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR TR

8.58%

Shares2.5K

Event2026-06-30

Filed2026-07-08

REGN

REGENERON PHARMACEUTICALS

-92.28%

Shares757

Event2026-06-30

Filed2026-07-08

NKE

NIKE INC

13.92%

Shares11.3K

Event2026-06-30

Filed2026-07-08

COCA COLA CO

-33.15%

Shares5.6K

Event2026-06-30

Filed2026-07-08

VRSN

VERISIGN INC

14.37%

Shares1.8K

Event2026-06-30

Filed2026-07-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

VISA INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

IBB

ISHARES TR

4.60%

Shares2.2K

Event2026-06-30

Filed2026-07-08

FELG

FIDELITY COVINGTON TRUST

-2.57%

Shares9.8K

Event2026-06-30

Filed2026-07-08

SDY

SPDR SERIES TRUST

-4.19%

Shares2.7K

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL-MYERS SQUIBB CO

-0.19%

Shares7.2K

Event2026-06-30

Filed2026-07-08

DECK

DECKERS OUTDOOR CORP

15.53%

Shares4.2K

Event2026-06-30

Filed2026-07-08

PAYX

PAYCHEX INC

-10.55%

Shares4.2K

Event2026-06-30

Filed2026-07-08

RSP

INVESCO EXCHANGE TRADED FD T

0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-08

VNT

VONTIER CORPORATION

16.90%

Shares13.6K

Event2026-06-30

Filed2026-07-08

QRVO

QORVO INC

15.35%

Shares4.2K

Event2026-06-30

Filed2026-07-08

MGK

VANGUARD WORLD FD

400.00%

Shares4.1K

Event2026-06-30

Filed2026-07-08

XLF

SELECT SECTOR SPDR TR

12.47%

Shares6.7K

Event2026-06-30

Filed2026-07-08

TORONTO DOMINION BK ONT

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-08

ARCH CAP GROUP LTD

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-08

HDV

ISHARES TR

519.15%

Shares12.8K

Event2026-06-30

Filed2026-07-08

LAMR

LAMAR ADVERTISING CO

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-08

EMR

EMERSON ELEC CO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-08

IWV

ISHARES TR

0.00%

Shares777

Event2026-06-30

Filed2026-07-08

VIGI

VANGUARD WHITEHALL FDS

3.55%

Shares3.4K

Event2026-06-30

Filed2026-07-08

BIL

SPDR SERIES TRUST

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-08

ROK

ROCKWELL AUTOMATION INC

-1.23%

Shares645

Event2026-06-30

Filed2026-07-08

3M CO

-26.56%

Shares1.9K

Event2026-06-30

Filed2026-07-08

JEF

JEFFERIES FINANCIAL GROUP IN

-67.76%

Shares6.1K

Event2026-06-30

Filed2026-07-08

IHE

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-08

BLOOM ENERGY CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

KMI

KINDER MORGAN INC DEL

-10.42%

Shares9.5K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

3.46%

Shares717

Event2026-06-30

Filed2026-07-08

AIG

AMERICAN INTL GROUP INC

0.90%

Shares4.0K

Event2026-06-30

Filed2026-07-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-08

HUBB

HUBBELL INC

0.00%

Shares545

Event2026-06-30

Filed2026-07-08

GWW

WW GRAINGER INC

-2.34%

Shares209

Event2026-06-30

Filed2026-07-08

TRAVELERS COMPANIES INC

-3.09%

Shares847

Event2026-06-30

Filed2026-07-08

CIEN

CIENA CORP

1.62%

Shares565

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

3.33%

Shares620

Event2026-06-30

Filed2026-07-08

LAMB WESTON HLDGS INC

8.93%

Shares6.2K

Event2026-06-30

Filed2026-07-08

OKE

ONEOK INC NEW

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES TR

0.12%

Shares1.6K

Event2026-06-30

Filed2026-07-08

ROKU

ROKU INC

-7.49%

Shares1.9K

Event2026-06-30

Filed2026-07-08

AME

AMETEK INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

MIDD

MIDDLEBY CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP

-0.39%

Shares1.8K

Event2026-06-30

Filed2026-07-08

HPQ

HP INC

20.96%

Shares11.2K

Event2026-06-30

Filed2026-07-08

SRE

SEMPRA

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-08

CITIGROUP INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-08

KLAC

KLA CORP

900.00%

Shares800

Event2026-06-30

Filed2026-07-08

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-08

CMI

CUMMINS INC

0.31%

Shares326

Event2026-06-30

Filed2026-07-08

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

SHOP

SHOPIFY INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

BIO

BIO RAD LABS INC

0.00%

Shares753

Event2026-06-30

Filed2026-07-08

SUSB

ISHARES TR

12.77%

Shares8.8K

Event2026-06-30

Filed2026-07-08

NUE

NUCOR CORP

0.00%

Shares966

Event2026-06-30

Filed2026-07-08

CFG

CITIZENS FINL GROUP INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-08

DSI

ISHARES TR

0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-08

GATX

GATX CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

VUG

VANGUARD INDEX FDS

500.00%

Shares2.4K

Event2026-06-30

Filed2026-07-08

UNILEVER PLC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

-0.34%

Shares585

Event2026-06-30

Filed2026-07-08

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-08

FDS

FACTSET RESH SYS INC

0.00%

Shares864

Event2026-06-30

Filed2026-07-08

KMB

KIMBERLY-CLARK CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

MDLZ

MONDELEZ INTL INC

-4.28%

Shares3.4K

Event2026-06-30

Filed2026-07-08

VIS

VANGUARD WORLD FD

31.30%

Shares537

Event2026-06-30

Filed2026-07-08

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-08

APD

AIR PRODUCTS AND CHEMICALS I

1.44%

Shares634

Event2026-06-30

Filed2026-07-08

IEMG

ISHARES INC

-0.04%

Shares2.2K

Event2026-06-30

Filed2026-07-08

TER

TERADYNE INC

15.29%

Shares377

Event2026-06-30

Filed2026-07-08

MKC

MCCORMICK & CO INC

1.30%

Shares3.6K

Event2026-06-30

Filed2026-07-08

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC INC

-67.93%

Shares356

Event2026-06-30

Filed2026-07-08

ETFS GOLD TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-08

IOO

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

SPACE EXPLORATION TECHN CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-08

DLN

WISDOMTREE TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

JOHNSON CONTROLS INTERNATION

-5.78%

Shares1.2K

Event2026-06-30

Filed2026-07-08

ALLIANCEBERNSTEIN HLDG L P

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-08

CSX

CSX CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-08

KVUE

KENVUE INC

-88.00%

Shares8.8K

Event2026-06-30

Filed2026-07-08

SOUTHERN CO

-10.62%

Shares1.7K

Event2026-06-30

Filed2026-07-08

FLS

FLOWSERVE CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

GLP

GLOBAL PARTNERS LP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-08

REALTY INCOME CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-08

AON

AON PLC

0.00%

Shares484

Event2026-06-30

Filed2026-07-08

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares629

Event2026-06-30

Filed2026-07-08

IDV

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-08

PCYO

PURE CYCLE CORP

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-08

EPS

WISDOMTREE TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-08

ALLEGION PLC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

PYPL

PAYPAL HLDGS INC

-13.33%

Shares3.5K

Event2026-06-30

Filed2026-07-08

RJF

RAYMOND JAMES FINL INC

0.00%

Shares975

Event2026-06-30

Filed2026-07-08

SLB

SLB LIMITED

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR

300.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

SCHG

SCHWAB STRATEGIC TR

-0.14%

Shares4.3K

Event2026-06-30

Filed2026-07-08

CONSOLIDATED EDISON INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

PPG

PPG INDS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

XEL

XCEL ENERGY INC

-8.63%

Shares1.7K

Event2026-06-30

Filed2026-07-08

BEP

BROOKFIELD RENEWABLE ENERGY

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-08

OCUL

OCULAR THERAPEUTIX INC

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-08

JXI

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-08

NOBL

PROSHARES TR

100.00%

Shares2.4K

Event2026-06-30

Filed2026-07-08

GENERAL DYNAMICS CORP

2.98%

Shares380

Event2026-06-30

Filed2026-07-08

XLE

SELECT SECTOR SPDR TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-08

MTUM

ISHARES TR

0.00%

Shares389

Event2026-06-30

Filed2026-07-08

SCHD

SCHWAB STRATEGIC TR

0.07%

Shares4.2K

Event2026-06-30

Filed2026-07-08

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-08

FREEPORT MCMORAN INC

1.60%

Shares2.0K

Event2026-06-30

Filed2026-07-08

IYF

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

STLD

STEEL DYNAMICS INC

0.00%

Shares550

Event2026-06-30

Filed2026-07-08

WPC

WP CAREY INC

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-08

IGE

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

NFG

NATIONAL FUEL GAS CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-08

IGM

ISHARES TR

0.00%

Shares750

Event2026-06-30

Filed2026-07-08

IWN

ISHARES TR

0.00%

Shares553

Event2026-06-30

Filed2026-07-08

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

OMC

OMNICOM GROUP INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-08

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-08

NVT

NVENT ELEC PLC

5.14%

Shares695

Event2026-06-30

Filed2026-07-08

LANDBRIDGE COMPANY LLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

DVY

ISHARES TR

0.00%

Shares750

Event2026-06-30

Filed2026-07-08

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-08

WBD

WARNER BROS DISCOVERY INC

77.30%

Shares4.4K

Event2026-06-30

Filed2026-07-08

TOL

TOLL BROTHERS INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-08

DGRO

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

RWJ

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-08

STT

STATE STR CORP

0.00%

Shares670

Event2026-06-30

Filed2026-07-08

ARES CAPITAL CORP

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-08

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares825

Event2026-06-30

Filed2026-07-08

IBIT

ISHARES BITCOIN TRUST ETF

86.72%

Shares3.4K

Event2026-06-30

Filed2026-07-08

SPHQ

INVESCO EXCHANGE TRADED FD T

442.79%

Shares1.2K

Event2026-06-30

Filed2026-07-08

MET

METLIFE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

IBKR

INTERACTIVE BROKERS GROUP IN

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

DAL

DELTA AIR LINES INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.82%

Shares1.7K

Event2026-06-30

Filed2026-07-08

VTEB

VANGUARD MUN BD FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

MGV

VANGUARD WORLD FD

0.00%

Shares667

Event2026-06-30

Filed2026-07-08

ACCENTURE PLC IRELAND

-16.27%

Shares875

Event2026-06-30

Filed2026-07-08

GABELLI EQUITY TR INC

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-08

AHCO

ADAPTHEALTH CORP

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-08

BBCA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

COF

CAPITAL ONE FINL CORP

5.00%

Shares525

Event2026-06-30

Filed2026-07-08

XLY

SELECT SECTOR SPDR TR

133.33%

Shares896

Event2026-06-30

Filed2026-07-08

TTD

THE TRADE DESK INC

-3.56%

Shares5.7K

Event2026-06-30

Filed2026-07-08

AMX

AMERICA MOVIL SAB DE CV

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-08

ESS

ESSEX PPTY TR INC

0.00%

Shares350

Event2026-06-30

Filed2026-07-08

VMI

VALMONT INDS INC

-27.08%

Shares175

Event2026-06-30

Filed2026-07-08

SYY

SYSCO CORP

-4.13%

Shares1.2K

Event2026-06-30

Filed2026-07-08

VBK

VANGUARD INDEX FDS

0.00%

Shares275

Event2026-06-30

Filed2026-07-08

SIMO

SILICON MOTION TECHNOLOGY CO

0.00%

Shares300

Event2026-06-30

Filed2026-07-08

MKL

MARKEL GROUP INC

2.00%

Shares51

Event2026-06-30

Filed2026-07-08

PRU

PRUDENTIAL FINL INC

-0.22%

Shares893

Event2026-06-30

Filed2026-07-08

SMG

SCOTTS MIRACLE-GRO CO

-4.63%

Shares1.4K

Event2026-06-30

Filed2026-07-08

IGSB

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

LECO

LINCOLN ELEC HLDGS INC

-5.66%

Shares350

Event2026-06-30

Filed2026-07-08

CSL

CARLISLE COS INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-08

BROADRIDGE FINL SOLUTIONS IN

703.66%

Shares659

Event2026-06-30

Filed2026-07-08

WFC

WELLS FARGO & CO

30.19%

Shares1.1K

Event2026-06-30

Filed2026-07-08

GRMN

GARMIN LTD

0.00%

Shares375

Event2026-06-30

Filed2026-07-08

IYW

ISHARES TR

0.00%

Shares352

Event2026-06-30

Filed2026-07-08

SHEL

SHELL PLC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

VDC

VANGUARD WORLD FD

22.12%

Shares392

Event2026-06-30

Filed2026-07-08

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares750

Event2026-06-30

Filed2026-07-08

GPC

GENUINE PARTS CO

13.77%

Shares727

Event2026-06-30

Filed2026-07-08

CVS

CVS HEALTH CORP

0.00%

Shares825

Event2026-06-30

Filed2026-07-08

MSCI

MSCI INC

3.45%

Shares150

Event2026-06-30

Filed2026-07-08

VTR

VENTAS INC

0.00%

Shares945

Event2026-06-30

Filed2026-07-08

SLF

SUN LIFE FINANCIAL INC.

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

VTV

VANGUARD INDEX FDS

0.27%

Shares375

Event2026-06-30

Filed2026-07-08

PAG

PENSKE AUTOMOTIVE GRP INC

0.00%

Shares455

Event2026-06-30

Filed2026-07-08

DELL

DELL TECHNOLOGIES INC

3.89%

Shares187

Event2026-06-30

Filed2026-07-08

AVT

AVNET INC

0.00%

Shares870

Event2026-06-30

Filed2026-07-08

FORD MTR CO

-38.72%

Shares5.5K

Event2026-06-30

Filed2026-07-08

IVE

ISHARES TR

0.00%

Shares337

Event2026-06-30

Filed2026-07-08

RYDER SYS INC

0.00%

Shares290

Event2026-06-30

Filed2026-07-08

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares991

Event2026-06-30

Filed2026-07-08

DTD

WISDOMTREE TR

0.00%

Shares810

Event2026-06-30

Filed2026-07-08

WAT

WATERS CORP

0.00%

Shares201

Event2026-06-30

Filed2026-07-08

XNTK

SPDR SERIES TRUST

55.28%

Shares191

Event2026-06-30

Filed2026-07-08

EFA

ISHARES TR

0.00%

Shares715

Event2026-06-30

Filed2026-07-08

TRANE TECHNOLOGIES PLC

0.00%

Shares150

Event2026-06-30

Filed2026-07-08

TFC

TRUIST FINL CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

EXC

EXELON CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

GDV

GABELLI DIVID & INCOME TR

-29.81%

Shares2.4K

Event2026-06-30

Filed2026-07-08

PALANTIR TECHNOLOGIES INC

-2.66%

Shares585

Event2026-06-30

Filed2026-07-08

DKS

DICKS SPORTING GOODS INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-08

ASGI

ABRDN GLOBAL INFRA INCOME FU

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-08

SMOG

VANECK ETF TRUST

0.00%

Shares465

Event2026-06-30

Filed2026-07-08

PVAL

PUTNAM ETF TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

DOC

HEALTHPEAK PROPERTIES INC

-14.28%

Shares3.2K

Event2026-06-30

Filed2026-07-08

EPD

ENTERPRISE PRODS PARTNERS L

12.76%

Shares1.8K

Event2026-06-30

Filed2026-07-08

ODC

OIL DRI CORP AMER

0.00%

Shares650

Event2026-06-30

Filed2026-07-08

SCHF

SCHWAB STRATEGIC TR

177.38%

Shares2.4K

Event2026-06-30

Filed2026-07-08

MICROCHIP TECHNOLOGY INC.

11.38%

Shares724

Event2026-06-30

Filed2026-07-08

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares310

Event2026-06-30

Filed2026-07-08

BDJ

BLACKROCK ENHANCED EQUITY DI

-24.47%

Shares6.8K

Event2026-06-30

Filed2026-07-08

TGT

TARGET CORP

0.00%

Shares492

Event2026-06-30

Filed2026-07-08

XLP

SELECT SECTOR SPDR TR

284.50%

Shares769

Event2026-06-30

Filed2026-07-08

BDX

BECTON DICKINSON & CO

0.00%

Shares421

Event2026-06-30

Filed2026-07-08

FIRST TR EXCHANGE TRADED FD

0.00%

Shares838

Event2026-06-30

Filed2026-07-08

EVER

EVERQUOTE INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-08

RBA

RB GLOBAL INC

5.88%

Shares540

Event2026-06-30

Filed2026-07-08

SPHB

INVESCO EXCH TRADED FD TR II

0.00%

Shares403

Event2026-06-30

Filed2026-07-08

IGF

ISHARES TR

0.00%

Shares940

Event2026-06-30

Filed2026-07-08

PSX

PHILLIPS 66

0.00%

Shares370

Event2026-06-30

Filed2026-07-08

UPS

UNITED PARCEL SVCS INC

-13.43%

Shares580

Event2026-06-30

Filed2026-07-08

ESP

ESPEY MFG & ELECTRS CORP

0.00%

Shares925

Event2026-06-30

Filed2026-07-08

UGI

UGI CORP NEW

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

CARR

CARRIER GLOBAL CORPORATION

-22.83%

Shares845

Event2026-06-30

Filed2026-07-08

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares996

Event2026-06-30

Filed2026-07-08

HAWAIIAN ELEC INDS INC MTN B

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-08

TDY

TELEDYNE TECHNOLOGIES INC

-9.00%

Shares91

Event2026-06-30

Filed2026-07-08

PCAR

PACCAR INC

0.00%

Shares505

Event2026-06-30

Filed2026-07-08

IVES

WEDBUSH SER TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-08

DHS

WISDOMTREE TR

0.00%

Shares525

Event2026-06-30

Filed2026-07-08

RRX

REGAL REXNORD CORPORATION

0.00%

Shares250

Event2026-06-30

Filed2026-07-08

CRH

CRH PLC

0.00%

Shares550

Event2026-06-30

Filed2026-07-08

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

AJG

GALLAGHER ARTHUR J & CO

-42.00%

Shares250

Event2026-06-30

Filed2026-07-08

BIDU

BAIDU INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-08

XLC

SELECT SECTOR SPDR TR

New

Shares533

Event2026-06-30

Filed2026-07-08

LOEWS CORP

-18.43%

Shares500

Event2026-06-30

Filed2026-07-08

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

-0.03%

Shares3.0K

Event2026-06-30

Filed2026-07-08

ARK ETF TR

0.00%

Shares427

Event2026-06-30

Filed2026-07-08

NETFLIX INC.

49.06%

Shares790

Event2026-06-30

Filed2026-07-08

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares600

Event2026-06-30

Filed2026-07-08

RELIANCE INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-08

VDE

VANGUARD WORLD FD

0.00%

Shares372

Event2026-06-30

Filed2026-07-08

EBAY

EBAY INC.

0.00%

Shares499

Event2026-06-30

Filed2026-07-08

RSPM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

BBJP

J P MORGAN EXCHANGE TRADED F

-65.08%

Shares727

Event2026-06-30

Filed2026-07-08

XLV

SELECT SECTOR SPDR TR

72.50%

Shares345

Event2026-06-30

Filed2026-07-08

VICI

VICI PPTYS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-08

AIVL

WISDOMTREE TR

0.00%

Shares408

Event2026-06-30

Filed2026-07-08

XAR

SPDR SERIES TRUST

0.00%

Shares188

Event2026-06-30

Filed2026-07-08

BBAX

J P MORGAN EXCHANGE TRADED F

0.00%

Shares885

Event2026-06-30

Filed2026-07-08

PNC

PNC FINL SVCS GROUP INC

7.50%

Shares215

Event2026-06-30

Filed2026-07-08

GRNY

TIDAL TRUST I

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-08

RPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares821

Event2026-06-30

Filed2026-07-08

SKYY

FIRST TR EXCHANGE-TRADED FD

New

Shares386

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

0.00%

Shares54

Event2026-06-30

Filed2026-07-08

IUSG

ISHARES TR

0.00%

Shares275

Event2026-06-30

Filed2026-07-08

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares175

Event2026-06-30

Filed2026-07-08

VHT

VANGUARD WORLD FD

New

Shares168

Event2026-06-30

Filed2026-07-08

OTIS

OTIS WORLDWIDE CORP

-27.98%

Shares700

Event2026-06-30

Filed2026-07-08

OXY

OCCIDENTAL PETE CORP

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-08

VCR

VANGUARD WORLD FD

0.00%

Shares125

Event2026-06-30

Filed2026-07-08

DEO

DIAGEO PLC

-39.04%

Shares598

Event2026-06-30

Filed2026-07-08

SWK

STANLEY BLACK & DECKER INC

0.00%

Shares510

Event2026-06-30

Filed2026-07-08

LNG

CHENIERE ENERGY INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-08

ATO

ATMOS ENERGY CORP

6.69%

Shares271

Event2026-06-30

Filed2026-07-08

PROSHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

XLB

SELECT SECTOR SPDR TR

-26.83%

Shares900

Event2026-06-30

Filed2026-07-08

VNQ

VANGUARD INDEX FDS

0.00%

Shares470

Event2026-06-30

Filed2026-07-08

ROL

ROLLINS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares981

Event2026-06-30

Filed2026-07-08

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

MGC

VANGUARD WORLD FD

0.00%

Shares159

Event2026-06-30

Filed2026-07-08

BNS

BANK NOVA SCOTIA B C

0.00%

Shares500

Event2026-06-30

Filed2026-07-08

MUNI

PIMCO ETF TR

3.13%

Shares825

Event2026-06-30

Filed2026-07-08

GIS

GENERAL MILLS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

MLM

MARTIN MARIETTA MATLS INC

8.82%

Shares74

Event2026-06-30

Filed2026-07-08

DOMINION ENERGY INC

0.00%

Shares620

Event2026-06-30

Filed2026-07-08

OKTA

OKTA INC

0.00%

Shares310

Event2026-06-30

Filed2026-07-08

DLS

WISDOMTREE TR

0.00%

Shares500

Event2026-06-30

Filed2026-07-08

FCNCA

FIRST CTZNS BANCSHARES INC D

-13.04%

Shares20

Event2026-06-30

Filed2026-07-08

QSR

RESTAURANT BRANDS INTL INC

0.00%

Shares568

Event2026-06-30

Filed2026-07-08

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares760

Event2026-06-30

Filed2026-07-08

SPYV

SPDR SERIES TRUST

0.00%

Shares671

Event2026-06-30

Filed2026-07-08

BSVN

BANK7 CORP

0.00%

Shares830

Event2026-06-30

Filed2026-07-08

RKLB

ROCKET LAB CORP

363.95%

Shares399

Event2026-06-30

Filed2026-07-08

TEL

TE CONNECTIVITY PLC

-3.85%

Shares200

Event2026-06-30

Filed2026-07-08

FNCL

FIDELITY COVINGTON TRUST

0.00%

Shares521

Event2026-06-30

Filed2026-07-08

FCOM

FIDELITY COVINGTON TRUST

0.00%

Shares572

Event2026-06-30

Filed2026-07-08

ZOETIS INC

-51.33%

Shares550

Event2026-06-30

Filed2026-07-08

MSI

MOTOROLA SOLUTIONS INC

-3.09%

Shares94

Event2026-06-30

Filed2026-07-08

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares200

Event2026-06-30

Filed2026-07-08

BALL

BALL CORP

0.00%

Shares600

Event2026-06-30

Filed2026-07-08

NYCB

FLAGSTAR BANK NATIONAL ASSOC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-08

BBEU

J P MORGAN EXCHANGE TRADED F

0.00%

Shares476

Event2026-06-30

Filed2026-07-08

BEPC

BROOKFIELD RENEWABLE CORP

0.00%

Shares993

Event2026-06-30

Filed2026-07-08

FDN

FIRST TR EXCHANGE-TRADED FD

New

Shares136

Event2026-06-30

Filed2026-07-08

SLV

ISHARES SILVER TR

0.00%

Shares659

Event2026-06-30

Filed2026-07-08

RDDT

REDDIT INC

New

Shares200

Event2026-06-30

Filed2026-07-08

VXUS

VANGUARD STAR FDS

0.00%

Shares402

Event2026-06-30

Filed2026-07-08

BCE

BCE INC

-28.98%

Shares1.6K

Event2026-06-30

Filed2026-07-08

HAL

HALLIBURTON CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

ASE TECHNOLOGY HLDG CO LTD

0.00%

Shares750

Event2026-06-30

Filed2026-07-08

ULTA BEAUTY INC

0.00%

Shares74

Event2026-06-30

Filed2026-07-08

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares188

Event2026-06-30

Filed2026-07-08

TKR

TIMKEN CO

0.00%

Shares225

Event2026-06-30

Filed2026-07-08

SCHW

SCHWAB CHARLES CORP

8.02%

Shares350

Event2026-06-30

Filed2026-07-08

AREC

AMERICAN RES CORP

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-08

TXT

TEXTRON INC

0.00%

Shares350

Event2026-06-30

Filed2026-07-08

ROYAL CARIBBEAN GROUP

0.00%

Shares100

Event2026-06-30

Filed2026-07-08

CCI

CROWN CASTLE INC

-19.73%

Shares419

Event2026-06-30

Filed2026-07-08

AIRR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares231

Event2026-06-30

Filed2026-07-08

CII

BLACKROCK ENHANCED LARGE CAP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

ALNYLAM PHARMACEUTICALS INC

-52.86%

Shares99

Event2026-06-30

Filed2026-07-08

PKG

PACKAGING CORP AMER

0.00%

Shares125

Event2026-06-30

Filed2026-07-08

WSO

WATSCO INC

0.00%

Shares70

Event2026-06-30

Filed2026-07-08

WFC-PL

WELLS FARGO & CO

-40.48%

Shares25

Event2026-06-30

Filed2026-07-08

BSX

BOSTON SCIENTIFIC CORP

-61.14%

Shares659

Event2026-06-30

Filed2026-07-08

LABCORP HOLDINGS INC

-20.00%

Shares100

Event2026-06-30

Filed2026-07-08

ADSK

AUTODESK INC

-86.94%

Shares144

Event2026-06-30

Filed2026-07-08

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares285

Event2026-06-30

Filed2026-07-08

PAVE

GLOBAL X FDS

0.00%

Shares470

Event2026-06-30

Filed2026-07-08

NTAP

NETAPP INC

0.00%

Shares175

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T1.8K shares-96.07%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

-96.07%

Shares1.8K

Event2026-06-30

Filed2026-07-08