Sponsored
The Analysis of Beaird Harris Wealth Management, LLC's Holdings & P&L
Currently, Beaird Harris Wealth Management, LLC holds 707 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in AVLC (+96.8K shares, valued at $8.7M), DFGP (+110.7K shares, valued at $6.0M), VSDB (+69.3K shares, valued at $5.3M); decreased their positions in DFAR (-159.1K shares, valued at $4.2M), DUHP (-91.8K shares, valued at $3.8M), DFAS (-24.2K shares, valued at $2.0M); initiated new positions in AIQ (+4.5K shares, valued at $296.0K), ROBO (+3.1K shares, valued at $264.2K), AVUS (+1.4K shares, valued at $174.6K).
1M P&L
+10.1M+0.67%
3M P&L
+32.0M+2.17%
HY P&L
+69.6M+4.84%
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/A1.5B
96.2%
2Auto Manufacturers11.6M
0.7%
3Consumer Electronics7.6M
0.5%
Top Industries by Stock Count
1N/A223 stocks
35.2%
2Banks - Regional17 stocks
2.7%
3Semiconductors16 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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DFSD
2.89%DIMENSIONAL ETF TRUST
Shares3.2M
Event2026-06-30
Filed2026-07-08
DFCF
2.07%DIMENSIONAL ETF TRUST
Shares3.3M
Event2026-06-30
Filed2026-07-08
AVLV
-1.13%AMERICAN CENTY ETF TR
Shares1.3M
Event2026-06-30
Filed2026-07-08
VOO
1.26%VANGUARD INDEX FDS
Shares156.2K
Event2026-06-30
Filed2026-07-08
AVUV
0.25%AMERICAN CENTY ETF TR
Shares749.9K
Event2026-06-30
Filed2026-07-08
DUHP
-4.29%DIMENSIONAL ETF TRUST
Shares2.0M
Event2026-06-30
Filed2026-07-08
AVLC
13.00%AMERICAN CENTY ETF TR
Shares841.6K
Event2026-06-30
Filed2026-07-08
DFUV
-2.58%DIMENSIONAL ETF TRUST
Shares1.2M
Event2026-06-30
Filed2026-07-08
DFIV
-0.40%DIMENSIONAL ETF TRUST
Shares1.1M
Event2026-06-30
Filed2026-07-08
AVEM
-3.15%AMERICAN CENTY ETF TR
Shares554.7K
Event2026-06-30
Filed2026-07-08
VEA
0.14%VANGUARD TAX-MANAGED FDS
Shares743.1K
Event2026-06-30
Filed2026-07-08
VTEB
-2.08%VANGUARD MUN BD FDS
Shares875.6K
Event2026-06-30
Filed2026-07-08
AVDV
0.07%AMERICAN CENTY ETF TR
Shares427.0K
Event2026-06-30
Filed2026-07-08
DFAS
-4.57%DIMENSIONAL ETF TRUST
Shares505.3K
Event2026-06-30
Filed2026-07-08
DFGP
17.50%DIMENSIONAL ETF TRUST
Shares743.4K
Event2026-06-30
Filed2026-07-08
DFNM
0.09%DIMENSIONAL ETF TRUST
Shares796.4K
Event2026-06-30
Filed2026-07-08
DFAT
-2.57%DIMENSIONAL ETF TRUST
Shares472.4K
Event2026-06-30
Filed2026-07-08
BITB
0.39%BITWISE BITCOIN ETF TR
Shares937.9K
Event2026-06-30
Filed2026-07-08
VSDB
51.49%VANGUARD MALVERN FDS
Shares204.0K
Event2026-06-30
Filed2026-07-08
VANGUARD INDEX FDS
2.27%VANGUARD INDEX FDS
Shares40.7K
Event2026-06-30
Filed2026-07-08
ISHARES TR
1.48%ISHARES TR
Shares19.8K
Event2026-06-30
Filed2026-07-08
VTIP
-12.56%VANGUARD MALVERN FDS
Shares266.4K
Event2026-06-30
Filed2026-07-08
TSLA
-0.41%TESLA INC
Shares26.5K
Event2026-06-30
Filed2026-07-08
VEU
-1.45%VANGUARD INTL EQUITY INDEX F
Shares125.3K
Event2026-06-30
Filed2026-07-08
DFAE
-3.57%DIMENSIONAL ETF TRUST
Shares257.8K
Event2026-06-30
Filed2026-07-08
VSS
-1.98%VANGUARD INTL EQUITY INDEX F
Shares66.5K
Event2026-06-30
Filed2026-07-08
VTES
-3.98%VANGUARD WELLINGTON FD
Shares95.0K
Event2026-06-30
Filed2026-07-08
AVIV
-0.41%AMERICAN CENTY ETF TR
Shares114.9K
Event2026-06-30
Filed2026-07-08
AVSC
-1.62%AMERICAN CENTY ETF TR
Shares113.9K
Event2026-06-30
Filed2026-07-08
AVMU
-7.62%AMERICAN CENTY ETF TR
Shares170.1K
Event2026-06-30
Filed2026-07-08
AAPL
1.21%APPLE INC
Shares26.2K
Event2026-06-30
Filed2026-07-08
VPLS
66.53%VANGUARD MALVERN FDS
Shares90.1K
Event2026-06-30
Filed2026-07-08
DFAR
-38.11%DIMENSIONAL ETF TRUST
Shares258.4K
Event2026-06-30
Filed2026-07-08
SCHC
-0.50%SCHWAB STRATEGIC TR
Shares133.5K
Event2026-06-30
Filed2026-07-08
VSDM
191.30%VANGUARD MUN BD FDS
Shares74.7K
Event2026-06-30
Filed2026-07-08
ISCF
-1.34%ISHARES TR
Shares127.2K
Event2026-06-30
Filed2026-07-08
STATE STR SPDR S&P 500 ETF T
2.64%STATE STR SPDR S&P 500 ETF T
Shares7.3K
Event2026-06-30
Filed2026-07-08
NVDA
3.59%NVIDIA CORPORATION
Shares25.7K
Event2026-06-30
Filed2026-07-08
DFUS
10.34%DIMENSIONAL ETF TRUST
Shares59.5K
Event2026-06-30
Filed2026-07-08
FBTC
35.87%FIDELITY WISE ORIGIN BITCOIN
Shares90.0K
Event2026-06-30
Filed2026-07-08
SCMB
-13.43%SCHWAB STRATEGIC TR
Shares166.6K
Event2026-06-30
Filed2026-07-08
MUB
-0.54%ISHARES TR
Shares39.9K
Event2026-06-30
Filed2026-07-08
VCRM
111.21%VANGUARD MUN BD FDS
Shares55.4K
Event2026-06-30
Filed2026-07-08
BSV
-1.36%VANGUARD BD INDEX FDS
Shares52.0K
Event2026-06-30
Filed2026-07-08
STRATEGY INC
-7.36%STRATEGY INC
Shares42.1K
Event2026-06-30
Filed2026-07-08
AVRE
-1.52%AMERICAN CENTY ETF TR
Shares68.4K
Event2026-06-30
Filed2026-07-08
HOOD
0.00%ROBINHOOD MKTS INC
Shares31.1K
Event2026-06-30
Filed2026-07-08
VBR
-7.59%VANGUARD INDEX FDS
Shares11.4K
Event2026-06-30
Filed2026-07-08
OKE
0.01%ONEOK INC NEW
Shares31.6K
Event2026-06-30
Filed2026-07-08
VTV
-0.83%VANGUARD INDEX FDS
Shares12.0K
Event2026-06-30
Filed2026-07-08
SHW
0.00%SHERWIN WILLIAMS CO
Shares7.5K
Event2026-06-30
Filed2026-07-08
VB
0.12%VANGUARD INDEX FDS
Shares8.0K
Event2026-06-30
Filed2026-07-08
MSFT
3.86%MICROSOFT CORP
Shares6.2K
Event2026-06-30
Filed2026-07-08
DFAC
4.37%DIMENSIONAL ETF TRUST
Shares51.8K
Event2026-06-30
Filed2026-07-08
VLUE
-12.02%ISHARES TR
Shares11.3K
Event2026-06-30
Filed2026-07-08
PHYS
-21.50%SPROTT ASSET MANAGEMENT LP
Shares73.0K
Event2026-06-30
Filed2026-07-08
BFAM
18.15%BRIGHT HORIZONS FAM SOL IN D
Shares28.6K
Event2026-06-30
Filed2026-07-08
SUB
-2.83%ISHARES TR
Shares17.8K
Event2026-06-30
Filed2026-07-08
BND
17.17%VANGUARD BD INDEX FDS
Shares24.9K
Event2026-06-30
Filed2026-07-08
PSLV
-24.72%SPROTT ASSET MANAGEMENT LP
Shares87.1K
Event2026-06-30
Filed2026-07-08
GLD
11.22%SPDR GOLD TR
Shares4.4K
Event2026-06-30
Filed2026-07-08
IWF
278.41%ISHARES TR
Shares12.9K
Event2026-06-30
Filed2026-07-08
GOOGL
2.88%ALPHABET INC
Shares4.5K
Event2026-06-30
Filed2026-07-08
BIV
-0.07%VANGUARD BD INDEX FDS
Shares20.3K
Event2026-06-30
Filed2026-07-08
AMZN
4.18%AMAZON COM INC
Shares6.1K
Event2026-06-30
Filed2026-07-08
VCIT
-4.19%VANGUARD SCOTTSDALE FDS
Shares16.5K
Event2026-06-30
Filed2026-07-08
FLOT
-27.34%ISHARES TR
Shares26.1K
Event2026-06-30
Filed2026-07-08
EXXON MOBIL CORP
1.74%EXXON MOBIL CORP
Shares9.1K
Event2026-06-30
Filed2026-07-08
VGSH
-1.43%VANGUARD SCOTTSDALE FDS
Shares21.3K
Event2026-06-30
Filed2026-07-08
DLS
-1.09%WISDOMTREE TR
Shares14.5K
Event2026-06-30
Filed2026-07-08
VNQ
-7.60%VANGUARD INDEX FDS
Shares12.3K
Event2026-06-30
Filed2026-07-08
VOOV
-13.04%VANGUARD ADMIRAL FDS INC
Shares4.7K
Event2026-06-30
Filed2026-07-08
TXN
-6.64%TEXAS INSTRS INC
Shares3.2K
Event2026-06-30
Filed2026-07-08
CVX
10.90%CHEVRON CORPORATION
Shares5.7K
Event2026-06-30
Filed2026-07-08
JPMORGAN CHASE & CO
12.10%JPMORGAN CHASE & CO
Shares2.7K
Event2026-06-30
Filed2026-07-08
SCHF
0.63%SCHWAB STRATEGIC TR
Shares31.0K
Event2026-06-30
Filed2026-07-08
SCHX
0.23%SCHWAB STRATEGIC TR
Shares28.1K
Event2026-06-30
Filed2026-07-08
IJS
-3.61%ISHARES TR
Shares5.6K
Event2026-06-30
Filed2026-07-08
ABBVIE INC
0.13%ABBVIE INC
Shares3.0K
Event2026-06-30
Filed2026-07-08
EFA
-0.67%ISHARES TR
Shares7.2K
Event2026-06-30
Filed2026-07-08
METV
2.21%LISTED FDS TR
Shares1.3K
Event2026-06-30
Filed2026-07-08
VBIL
54.77%VANGUARD INSTL INDEX FD
Shares9.2K
Event2026-06-30
Filed2026-07-08
HD
1.62%HOME DEPOT INC
Shares1.9K
Event2026-06-30
Filed2026-07-08
VOE
-7.07%VANGUARD INDEX FDS
Shares3.2K
Event2026-06-30
Filed2026-07-08
BSVO
0.00%EA SERIES TRUST
Shares21.7K
Event2026-06-30
Filed2026-07-08
IYW
0.00%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-08
VO
111.78%VANGUARD INDEX FDS
Shares7.5K
Event2026-06-30
Filed2026-07-08
LLY
2.07%ELI LILLY & CO
Shares493
Event2026-06-30
Filed2026-07-08
CAT
0.00%CATERPILLAR INC
Shares555
Event2026-06-30
Filed2026-07-08
VWO
4.12%VANGUARD INTL EQUITY INDEX F
Shares9.3K
Event2026-06-30
Filed2026-07-08
JNJ
0.10%JOHNSON & JOHNSON
Shares2.1K
Event2026-06-30
Filed2026-07-08
TSM
-2.96%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.1K
Event2026-06-30
Filed2026-07-08
VUSB
0.00%VANGUARD BD INDEX FDS
Shares10.2K
Event2026-06-30
Filed2026-07-08
VCSH
94.33%VANGUARD SCOTTSDALE FDS
Shares6.4K
Event2026-06-30
Filed2026-07-08
VIOG
0.12%VANGUARD ADMIRAL FDS INC
Shares3.2K
Event2026-06-30
Filed2026-07-08
AVIG
0.00%AMERICAN CENTY ETF TR
Shares11.9K
Event2026-06-30
Filed2026-07-08
IWC
0.00%ISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-07-08
IGSB
0.09%ISHARES TR
Shares9.2K
Event2026-06-30
Filed2026-07-08
VIOV
0.39%VANGUARD ADMIRAL FDS INC
Shares4.1K
Event2026-06-30
Filed2026-07-08
SCZ
-7.22%ISHARES TR
Shares5.9K
Event2026-06-30
Filed2026-07-08
ATO
0.00%ATMOS ENERGY CORP
Shares2.8K
Event2026-06-30
Filed2026-07-08
WMT
-7.17%WALMART INC
Shares4.0K
Event2026-06-30
Filed2026-07-08
PALANTIR TECHNOLOGIES INC
8.23%PALANTIR TECHNOLOGIES INC
Shares3.9K
Event2026-06-30
Filed2026-07-08
LNG
0.00%CHENIERE ENERGY INC
Shares1.7K
Event2026-06-30
Filed2026-07-08
GLW
0.00%CORNING INC
Shares1.6K
Event2026-06-30
Filed2026-07-08
EFV
8.20%ISHARES TR
Shares5.3K
Event2026-06-30
Filed2026-07-08
AMGN
0.00%AMGEN INC
Shares1.1K
Event2026-06-30
Filed2026-07-08
DFAW
4.53%DIMENSIONAL ETF TRUST
Shares4.8K
Event2026-06-30
Filed2026-07-08
VIOO
-3.44%VANGUARD ADMIRAL FDS INC
Shares2.8K
Event2026-06-30
Filed2026-07-08
DFSV
0.34%DIMENSIONAL ETF TRUST
Shares9.6K
Event2026-06-30
Filed2026-07-08
F
17.79%FORD MTR CO
Shares26.0K
Event2026-06-30
Filed2026-07-08
SDY
0.00%SPDR SERIES TRUST
Shares2.3K
Event2026-06-30
Filed2026-07-08
T
7.95%AT&T INC
Shares16.7K
Event2026-06-30
Filed2026-07-08
QQQ
394.62%INVESCO QQQ TR
Shares460
Event2026-06-30
Filed2026-07-08
VUG
500.00%VANGUARD INDEX FDS
Shares3.9K
Event2026-06-30
Filed2026-07-08
MCK
0.00%MCKESSON CORP
Shares433
Event2026-06-30
Filed2026-07-08
DISV
119.81%DIMENSIONAL ETF TRUST
Shares8.0K
Event2026-06-30
Filed2026-07-08
ISHARES TR
0.00%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-08
AIQ
NewGLOBAL X FDS
Shares4.5K
Event2026-06-30
Filed2026-07-08
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares1.0K
Event2026-06-30
Filed2026-07-08
SCHA
0.00%SCHWAB STRATEGIC TR
Shares7.6K
Event2026-06-30
Filed2026-07-08
IVW
77.92%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-07-08
ROBO
NewEXCHANGE TRADED CONCEPTS TRU
Shares3.1K
Event2026-06-30
Filed2026-07-08
AVGE
13.32%AMERICAN CENTY ETF TR
Shares2.6K
Event2026-06-30
Filed2026-07-08
IAU
2.54%ISHARES GOLD TR
Shares3.3K
Event2026-06-30
Filed2026-07-08
MU
-11.34%MICRON TECHNOLOGY INC
Shares219
Event2026-06-30
Filed2026-07-08
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares5.5K
Event2026-06-30
Filed2026-07-08
XLK
0.00%SELECT SECTOR SPDR TR
Shares1.3K
Event2026-06-30
Filed2026-07-08
IWD
-10.34%ISHARES TR
Shares1.0K
Event2026-06-30
Filed2026-07-08
MLM
14233.33%MARTIN MARIETTA MATLS INC
Shares430
Event2026-06-30
Filed2026-07-08
BMNR
0.00%BITMINE IMMERSION TECHS INC
Shares18.4K
Event2026-06-30
Filed2026-07-08
EMR
0.12%EMERSON ELEC CO
Shares1.7K
Event2026-06-30
Filed2026-07-08
DE
0.00%DEERE & CO
Shares379
Event2026-06-30
Filed2026-07-08
KO
-1.93%COCA COLA CO
Shares2.9K
Event2026-06-30
Filed2026-07-08
WASTE MGMT INC DEL
0.00%WASTE MGMT INC DEL
Shares1.1K
Event2026-06-30
Filed2026-07-08
MTUM
25.71%ISHARES TR
Shares660
Event2026-06-30
Filed2026-07-08
COSTCO WHOLESALE CORPORATION
0.00%COSTCO WHOLESALE CORPORATION
Shares236
Event2026-06-30
Filed2026-07-08
XLF
0.00%SELECT SECTOR SPDR TR
Shares4.1K
Event2026-06-30
Filed2026-07-08
MDY
7.12%STATE STR SPDR S&P MIDCAP 40
Shares301
Event2026-06-30
Filed2026-07-08
ARTY
0.00%ISHARES TR
Shares2.7K
Event2026-06-30
Filed2026-07-08
IWB
0.00%ISHARES TR
Shares496
Event2026-06-30
Filed2026-07-08
GRBK
0.00%GREEN BRICK PARTNERS INC
Shares2.5K
Event2026-06-30
Filed2026-07-08
OMC
0.00%OMNICOM GROUP INC
Shares2.7K
Event2026-06-30
Filed2026-07-08
STIP
-14.51%ISHARES TR
Shares1.9K
Event2026-06-30
Filed2026-07-08
LOW
12.64%LOWES COS INC
Shares829
Event2026-06-30
Filed2026-07-08
BLK
52.42%BLACKROCK INC
Shares189
Event2026-06-30
Filed2026-07-08
VV
0.00%VANGUARD INDEX FDS
Shares526
Event2026-06-30
Filed2026-07-08
IJR
-5.48%ISHARES TR
Shares1.2K
Event2026-06-30
Filed2026-07-08
BAC
36.19%BANK OF AMER CORP
Shares3.1K
Event2026-06-30
Filed2026-07-08
AVUS
NewAMERICAN CENTY ETF TR
Shares1.4K
Event2026-06-30
Filed2026-07-08
TRAVELERS COMPANIES INC
0.00%TRAVELERS COMPANIES INC
Shares527
Event2026-06-30
Filed2026-07-08
PM
0.00%PHILIP MORRIS INTL INC
Shares959
Event2026-06-30
Filed2026-07-08
CP
75.91%CANADIAN PACIFIC KANSAS CITY
Shares2.0K
Event2026-06-30
Filed2026-07-08
AMD
9.36%ADVANCED MICRO DEVICES INC
Shares292
Event2026-06-30
Filed2026-07-08
WFC
0.00%WELLS FARGO & CO
Shares2.0K
Event2026-06-30
Filed2026-07-08
DUK
88.70%DUKE ENERGY CORP NEW
Shares1.3K
Event2026-06-30
Filed2026-07-08
PEP
39.24%PEPSICO INC
Shares1.2K
Event2026-06-30
Filed2026-07-08
ETN
32.16%EATON CORP PLC
Shares374
Event2026-06-30
Filed2026-07-08
3M CO
0.00%3M CO
Shares984
Event2026-06-30
Filed2026-07-08
COP
0.00%CONOCOPHILLIPS
Shares1.5K
Event2026-06-30
Filed2026-07-08
PSX
27.06%PHILLIPS 66
Shares939
Event2026-06-30
Filed2026-07-08
AVSF
0.00%AMERICAN CENTY ETF TR
Shares3.4K
Event2026-06-30
Filed2026-07-08
VZ
4.76%VERIZON COMMUNICATIONS INC
Shares3.7K
Event2026-06-30
Filed2026-07-08
IEMG
59.64%ISHARES INC
Shares1.9K
Event2026-06-30
Filed2026-07-08
CISCO SYS INC
53.79%CISCO SYS INC
Shares1.3K
Event2026-06-30
Filed2026-07-08
CI
0.00%THE CIGNA GROUP
Shares558
Event2026-06-30
Filed2026-07-08
ENB
29.57%ENBRIDGE INC
Shares2.8K
Event2026-06-30
Filed2026-07-08
SLV
0.00%ISHARES SILVER TR
Shares2.8K
Event2026-06-30
Filed2026-07-08
AXP
4.46%AMERICAN EXPRESS CO
Shares445
Event2026-06-30
Filed2026-07-08
JEPI
0.00%J P MORGAN EXCHANGE TRADED F
Shares2.6K
Event2026-06-30
Filed2026-07-08
CLS
0.00%CELESTICA INC
Shares401
Event2026-06-30
Filed2026-07-08
PNC
30.00%PNC FINL SVCS GROUP INC
Shares585
Event2026-06-30
Filed2026-07-08
LRCX
0.00%LAM RESEARCH CORP
Shares330
Event2026-06-30
Filed2026-07-08
OMFL
0.00%INVESCO EXCH TRD SLF IDX FD
Shares2.1K
Event2026-06-30
Filed2026-07-08
VYM
0.00%VANGUARD WHITEHALL FDS
Shares881
Event2026-06-30
Filed2026-07-08
RLI
0.00%RLI CORP
Shares2.4K
Event2026-06-30
Filed2026-07-08
HPE
790.43%HEWLETT PACKARD ENTERPRISE C
Shares3.1K
Event2026-06-30
Filed2026-07-08
QTUM
0.00%ETF SER SOLUTIONS
Shares835
Event2026-06-30
Filed2026-07-08
ACCENTURE PLC IRELAND
0.00%ACCENTURE PLC IRELAND
Shares1.1K
Event2026-06-30
Filed2026-07-08
RTX CORPORATION
0.00%RTX CORPORATION
Shares716
Event2026-06-30
Filed2026-07-08
IMTM
0.00%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-08
PFE
42.67%PFIZER INC
Shares5.6K
Event2026-06-30
Filed2026-07-08
NEXTERA ENERGY INC
1.49%NEXTERA ENERGY INC
Shares1.5K
Event2026-06-30
Filed2026-07-08
PG
-12.44%PROCTER & GAMBLE CO
Shares894
Event2026-06-30
Filed2026-07-08
PANW
0.00%PALO ALTO NETWORKS INC
Shares372
Event2026-06-30
Filed2026-07-08
OGE
0.00%OGE ENERGY CORP
Shares2.6K
Event2026-06-30
Filed2026-07-08
SBUX
1.82%STARBUCKS CORP
Shares1.2K
Event2026-06-30
Filed2026-07-08
OVL
0.00%LISTED FDS TR
Shares2.2K
Event2026-06-30
Filed2026-07-08
CSX
0.00%CSX CORP
Shares2.6K
Event2026-06-30
Filed2026-07-08
VGT
1200.00%VANGUARD WORLD FD
Shares1.0K
Event2026-06-30
Filed2026-07-08
AVDE
NewAMERICAN CENTY ETF TR
Shares1.4K
Event2026-06-30
Filed2026-07-08
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares705
Event2026-06-30
Filed2026-07-08
QUAL
1.29%ISHARES TR
Shares548
Event2026-06-30
Filed2026-07-08
VISA INC
45.00%VISA INC
Shares348
Event2026-06-30
Filed2026-07-08
IBIT
-15.70%ISHARES BITCOIN TRUST ETF
Shares3.5K
Event2026-06-30
Filed2026-07-08
XRP
14.42%BITWISE XRP ETF
Shares9.9K
Event2026-06-30
Filed2026-07-08
USB
44.06%US BANCORP
Shares1.9K
Event2026-06-30
Filed2026-07-08
GEV
0.00%GE VERNOVA INC
Shares96
Event2026-06-30
Filed2026-07-08
MCD
0.48%MCDONALDS CORP
Shares417
Event2026-06-30
Filed2026-07-08
DYNF
NewBLACKROCK ETF TRUST
Shares1.7K
Event2026-06-30
Filed2026-07-08
TMO
-0.44%THERMO FISHER SCIENTIFIC INC
Shares224
Event2026-06-30
Filed2026-07-08
GSIE
0.00%GOLDMAN SACHS ETF TR
Shares2.4K
Event2026-06-30
Filed2026-07-08
EPD
181.85%ENTERPRISE PRODS PARTNERS L
Shares3.0K
Event2026-06-30
Filed2026-07-08
CL
0.25%COLGATE PALMOLIVE CO
Shares1.2K
Event2026-06-30
Filed2026-07-08
ONDS
0.00%ONDAS INC
Shares12.3K
Event2026-06-30
Filed2026-07-08
DVY
0.00%ISHARES TR
Shares642
Event2026-06-30
Filed2026-07-08
TGT
94.87%TARGET CORP
Shares760
Event2026-06-30
Filed2026-07-08
GOVT
NewISHARES TR
Shares4.3K
Event2026-06-30
Filed2026-07-08
ISHARES TR
0.00%ISHARES TR
Shares988
Event2026-06-30
Filed2026-07-08
NETFLIX INC.
-2.88%NETFLIX INC.
Shares1.3K
Event2026-06-30
Filed2026-07-08
TJX
0.00%TJX COS INC NEW
Shares630
Event2026-06-30
Filed2026-07-08
SPDR SERIES TRUST
0.00%SPDR SERIES TRUST
Shares1.1K
Event2026-06-30
Filed2026-07-08
SCHM
0.00%SCHWAB STRATEGIC TR
Shares2.5K
Event2026-06-30
Filed2026-07-08
CRM
38.32%SALESFORCE INC
Shares592
Event2026-06-30
Filed2026-07-08
BMY
0.25%BRISTOL-MYERS SQUIBB CO
Shares1.6K
Event2026-06-30
Filed2026-07-08
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares316
Event2026-06-30
Filed2026-07-08
EFAV
32.61%ISHARES TR
Shares1.0K
Event2026-06-30
Filed2026-07-08
USMV
143.70%ISHARES TR
Shares909
Event2026-06-30
Filed2026-07-08
KLAC
752.94%KLA CORP
Shares290
Event2026-06-30
Filed2026-07-08
DHR
0.00%DANAHER CORP DEL
Shares452
Event2026-06-30
Filed2026-07-08
OPEN
37.04%OPENDOOR TECHNOLOGIES INC
Shares18.5K
Event2026-06-30
Filed2026-07-08
UNITEDHEALTH GROUP INC
50.00%UNITEDHEALTH GROUP INC
Shares204
Event2026-06-30
Filed2026-07-08
C
0.00%CITIGROUP INC
Shares594
Event2026-06-30
Filed2026-07-08
ICE
0.00%INTERCONTINENTAL EXCHANGE IN
Shares667
Event2026-06-30
Filed2026-07-08
ETH
20.54%GRAYSCALE ETHEREUM STAKING
Shares5.5K
Event2026-06-30
Filed2026-07-08
QUS
0.00%SPDR SERIES TRUST
Shares418
Event2026-06-30
Filed2026-07-08
MO
0.00%ALTRIA GROUP INC
Shares1.1K
Event2026-06-30
Filed2026-07-08
QQQE
0.00%DIREXION SHARES ETF TRUST
Shares624
Event2026-06-30
Filed2026-07-08
IJH
0.00%ISHARES TR
Shares987
Event2026-06-30
Filed2026-07-08
MRK
0.00%MERCK & CO INC
Shares588
Event2026-06-30
Filed2026-07-08
EVRG
0.00%EVERGY INC
Shares872
Event2026-06-30
Filed2026-07-08
SCHW
99.01%SCHWAB CHARLES CORP
Shares802
Event2026-06-30
Filed2026-07-08
DVN
20.64%DEVON ENERGY CORP NEW
Shares1.8K
Event2026-06-30
Filed2026-07-08
LMT
197.92%LOCKHEED MARTIN CORP
Shares143
Event2026-06-30
Filed2026-07-08
BA
-55.07%BOEING CO
Shares328
Event2026-06-30
Filed2026-07-08
ROYAL CARIBBEAN GROUP
0.00%ROYAL CARIBBEAN GROUP
Shares219
Event2026-06-30
Filed2026-07-08
AEP
95.37%AMERICAN ELEC PWR CO INC
Shares506
Event2026-06-30
Filed2026-07-08
STRK
2.30%STRATEGY INC
Shares1.1K
Event2026-06-30
Filed2026-07-08
SCHG
0.00%SCHWAB STRATEGIC TR
Shares1.9K
Event2026-06-30
Filed2026-07-08
ABT
-0.70%ABBOTT LABORATORIES
Shares709
Event2026-06-30
Filed2026-07-08
WMB
88.57%WILLIAMS COS INC
Shares858
Event2026-06-30
Filed2026-07-08
NI
0.00%NISOURCE INC
Shares1.3K
Event2026-06-30
Filed2026-07-08
ASML
0.00%ASML HLDG NV
Shares31
Event2026-06-30
Filed2026-07-08
IQDG
0.00%WISDOMTREE TR
Shares1.4K
Event2026-06-30
Filed2026-07-08
EFG
NewISHARES TR
Shares495
Event2026-06-30
Filed2026-07-08
ES
0.00%EVERSOURCE ENERGY
Shares850
Event2026-06-30
Filed2026-07-08
BAI
NewBLACKROCK ETF TRUST
Shares1.1K
Event2026-06-30
Filed2026-07-08
SNDA
0.00%SONIDA SENIOR LIVING INC
Shares1.4K
Event2026-06-30
Filed2026-07-08
KMI
0.00%KINDER MORGAN INC DEL
Shares1.8K
Event2026-06-30
Filed2026-07-08
LYG
0.00%LLOYDS BANKING GROUP PLC
Shares9.9K
Event2026-06-30
Filed2026-07-08
FPX
0.00%FIRST TR EXCHANGE-TRADED FD
Shares274
Event2026-06-30
Filed2026-07-08
MELI
0.00%MERCADOLIBRE INC
Shares33
Event2026-06-30
Filed2026-07-08
WORLD GOLD TR
0.00%WORLD GOLD TR
Shares662
Event2026-06-30
Filed2026-07-08
BEN
0.00%FRANKLIN RESOURCES INC
Shares1.6K
Event2026-06-30
Filed2026-07-08
VFQY
0.00%VANGUARD WELLINGTON FD
Shares302
Event2026-06-30
Filed2026-07-08
NRG
0.00%NRG ENERGY INC
Shares352
Event2026-06-30
Filed2026-07-08
GM
0.00%GENERAL MTRS CO
Shares655
Event2026-06-30
Filed2026-07-08
SPEM
0.00%SPDR INDEX SHS FDS
Shares946
Event2026-06-30
Filed2026-07-08
NOBL
100.00%PROSHARES TR
Shares854
Event2026-06-30
Filed2026-07-08
UPS
-31.01%UNITED PARCEL SVCS INC
Shares445
Event2026-06-30
Filed2026-07-08
SWK
0.00%STANLEY BLACK & DECKER INC
Shares508
Event2026-06-30
Filed2026-07-08
APPLIED MATLS INC
22.64%APPLIED MATLS INC
Shares65
Event2026-06-30
Filed2026-07-08
JGRO
0.00%J P MORGAN EXCHANGE TRADED F
Shares466
Event2026-06-30
Filed2026-07-08
DFIS
-17.21%DIMENSIONAL ETF TRUST
Shares1.3K
Event2026-06-30
Filed2026-07-08
BLCR
NewBLACKROCK ETF TRUST
Shares875
Event2026-06-30
Filed2026-07-08
MLPA
0.00%GLOBAL X FDS
Shares821
Event2026-06-30
Filed2026-07-08
SOUTHERN CO
0.00%SOUTHERN CO
Shares453
Event2026-06-30
Filed2026-07-08
CORO
NewBLACKROCK ETF TRUST
Shares1.2K
Event2026-06-30
Filed2026-07-08
BTC
0.00%GRAYSCALE BITCOIN MINI TR ET
Shares1.6K
Event2026-06-30
Filed2026-07-08
IDU
0.00%ISHARES TR
Shares370
Event2026-06-30
Filed2026-07-08
PPG
NewPPG INDS INC
Shares349
Event2026-06-30
Filed2026-07-08
MS
0.00%MORGAN STANLEY
Shares202
Event2026-06-30
Filed2026-07-08
CMI
0.00%CUMMINS INC
Shares59
Event2026-06-30
Filed2026-07-08
YUM
0.00%YUM BRANDS INC
Shares261
Event2026-06-30
Filed2026-07-08
IDEF
NewBLACKROCK ETF TRUST
Shares1.3K
Event2026-06-30
Filed2026-07-08
TSN
0.00%TYSON FOODS INC
Shares703
Event2026-06-30
Filed2026-07-08
CMCSA
50.18%COMCAST CORP NEW
Shares1.6K
Event2026-06-30
Filed2026-07-08
DFAI
NewDIMENSIONAL ETF TRUST
Shares962
Event2026-06-30
Filed2026-07-08
HEFA
0.00%ISHARES TR
Shares837
Event2026-06-30
Filed2026-07-08
SLVR
0.00%SPROTT FDS TR
Shares780
Event2026-06-30
Filed2026-07-08
MEDTRONIC PLC
-0.62%MEDTRONIC PLC
Shares480
Event2026-06-30
Filed2026-07-08
HSY
0.00%HERSHEY CO
Shares211
Event2026-06-30
Filed2026-07-08
TRGP
0.00%TARGA RES CORP
Shares137
Event2026-06-30
Filed2026-07-08
VFC
0.00%V F CORP
Shares2.2K
Event2026-06-30
Filed2026-07-08
SPOTIFY TECHNOLOGY S A
0.00%SPOTIFY TECHNOLOGY S A
Shares79
Event2026-06-30
Filed2026-07-08
SPDW
0.00%SPDR INDEX SHS FDS
Shares697
Event2026-06-30
Filed2026-07-08
HII
0.00%HUNTINGTON INGALLS INDS INC
Shares125
Event2026-06-30
Filed2026-07-08
XRPR
0.00%ETF OPPORTUNITIES TRUST
Shares4.0K
Event2026-06-30
Filed2026-07-08
RIOT
0.00%RIOT PLATFORMS INC
Shares1.3K
Event2026-06-30
Filed2026-07-08
NUTX
0.00%NUTEX HEALTH INC
Shares200
Event2026-06-30
Filed2026-07-08
MBB
NewISHARES TR
Shares358
Event2026-06-30
Filed2026-07-08
THRO
NewBLACKROCK ETF TRUST
Shares784
Event2026-06-30
Filed2026-07-08
MASTERCARD INCORPORATED
0.00%MASTERCARD INCORPORATED
Shares66
Event2026-06-30
Filed2026-07-08
DGRO
-10.08%ISHARES TR
Shares446
Event2026-06-30
Filed2026-07-08
NEOGENOMICS INC
0.00%NEOGENOMICS INC
Shares2.2K
Event2026-06-30
Filed2026-07-08
INTC
3185.71%INTEL CORP
Shares230
Event2026-06-30
Filed2026-07-08
DBRG
0.10%DIGITALBRIDGE GROUP INC
Shares2.0K
Event2026-06-30
Filed2026-07-08
TYL
0.00%TYLER TECHNOLOGIES INC
Shares107
Event2026-06-30
Filed2026-07-08
NVTS
247.80%NAVITAS SEMICONDUCTOR CORP
Shares1.7K
Event2026-06-30
Filed2026-07-08
BX
-23.62%BLACKSTONE INC
Shares262
Event2026-06-30
Filed2026-07-08
BOND
NewPIMCO ETF TR
Shares333
Event2026-06-30
Filed2026-07-08
CVS
201.03%CVS HEALTH CORP
Shares292
Event2026-06-30
Filed2026-07-08
LYB
-4.88%LYONDELLBASELL INDUSTRIES NV
Shares565
Event2026-06-30
Filed2026-07-08
ADI
0.00%ANALOG DEVICES INC
Shares74
Event2026-06-30
Filed2026-07-08
SMCI
0.00%SUPER MICRO COMPUTER INC
Shares1.0K
Event2026-06-30
Filed2026-07-08
IWM
0.00%ISHARES TR
Shares97
Event2026-06-30
Filed2026-07-08
KHC
0.00%KRAFT HEINZ CO
Shares1.2K
Event2026-06-30
Filed2026-07-08
IDV
0.00%ISHARES TR
Shares699
Event2026-06-30
Filed2026-07-08
DOW
0.00%DOW HLDGS INC
Shares1.0K
Event2026-06-30
Filed2026-07-08
DFEV
0.00%DIMENSIONAL ETF TRUST
Shares645
Event2026-06-30
Filed2026-07-08
NKE
-3.33%NIKE INC
Shares668
Event2026-06-30
Filed2026-07-08
UMC
0.00%UNITED MICROELECTRONICS CORP
Shares1.0K
Event2026-06-30
Filed2026-07-08
IONQ INC
-1.19%IONQ INC
Shares500
Event2026-06-30
Filed2026-07-08
DBEF
0.00%DBX ETF TR
Shares486
Event2026-06-30
Filed2026-07-08
HIMS
0.00%HIMS & HERS HEALTH INC
Shares760
Event2026-06-30
Filed2026-07-08
SAP
0.00%SAP SE
Shares170
Event2026-06-30
Filed2026-07-08
BRO
0.00%BROWN & BROWN INC
Shares399
Event2026-06-30
Filed2026-07-08
ET
0.00%ENERGY TRANSFER L P
Shares1.3K
Event2026-06-30
Filed2026-07-08
DIS
-5.78%DISNEY WALT CO
Shares261
Event2026-06-30
Filed2026-07-08
KGC
0.00%KINROSS GOLD CORP
Shares1.1K
Event2026-06-30
Filed2026-07-08
PWB
0.00%INVESCO EXCHANGE TRADED FD T
Shares147
Event2026-06-30
Filed2026-07-08
AFL
0.00%AFLAC INC
Shares205
Event2026-06-30
Filed2026-07-08
ETHE
0.00%GRAYSCALE ETHEREUM STAKING E
Shares1.8K
Event2026-06-30
Filed2026-07-08
XLV
0.00%SELECT SECTOR SPDR TR
Shares148
Event2026-06-30
Filed2026-07-08
VIG
-52.63%VANGUARD SPECIALIZED FUNDS
Shares99
Event2026-06-30
Filed2026-07-08
CORTEVA INC
0.00%CORTEVA INC
Shares275
Event2026-06-30
Filed2026-07-08
LUV
0.00%SOUTHWEST AIRLS CO
Shares449
Event2026-06-30
Filed2026-07-08
PFF
0.00%ISHARES TR
Shares745
Event2026-06-30
Filed2026-07-08
AG
0.00%FIRST MAJESTIC SILVER CORP
Shares1.3K
Event2026-06-30
Filed2026-07-08
IWN
0.00%ISHARES TR
Shares100
Event2026-06-30
Filed2026-07-08
SCHB
0.00%SCHWAB STRATEGIC TR
Shares750
Event2026-06-30
Filed2026-07-08
LQD
0.00%ISHARES TR
Shares198
Event2026-06-30
Filed2026-07-08
SHOP
447.06%SHOPIFY INC
Shares186
Event2026-06-30
Filed2026-07-08
ONEQ
NewFIDELITY COMWLTH TR
Shares200
Event2026-06-30
Filed2026-07-08
LUMENTUM HLDGS INC
NewLUMENTUM HLDGS INC
Shares24
Event2026-06-30
Filed2026-07-08
CBXJ
0.00%CALAMOS ETF TR
Shares1.0K
Event2026-06-30
Filed2026-07-08
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares91
Event2026-06-30
Filed2026-07-08
SCHO
0.00%SCHWAB STRATEGIC TR
Shares828
Event2026-06-30
Filed2026-07-08
BSOL
20.67%BITWISE SOLANA STAKING ETF
Shares2.0K
Event2026-06-30
Filed2026-07-08
IXUS
0.00%ISHARES TR
Shares208
Event2026-06-30
Filed2026-07-08
RIVIAN AUTOMOTIVE INC
0.00%RIVIAN AUTOMOTIVE INC
Shares1.1K
Event2026-06-30
Filed2026-07-08
GE
0.00%GE AEROSPACE
Shares50
Event2026-06-30
Filed2026-07-08
IJK
0.00%ISHARES TR
Shares159
Event2026-06-30
Filed2026-07-08
AEM
0.00%AGNICO EAGLE MINES LTD
Shares120
Event2026-06-30
Filed2026-07-08
LDOS
0.00%LEIDOS HOLDINGS INC
Shares180
Event2026-06-30
Filed2026-07-08
VOOG
500.00%VANGUARD ADMIRAL FDS INC
Shares222
Event2026-06-30
Filed2026-07-08
USIG
NewISHARES TR
Shares352
Event2026-06-30
Filed2026-07-08
CRS
625.00%CARPENTER TECHNOLOGY CORP
Shares29
Event2026-06-30
Filed2026-07-08
SMTC
NewSEMTECH CORP
Shares109
Event2026-06-30
Filed2026-07-08
VYMI
0.00%VANGUARD WHITEHALL FDS
Shares177
Event2026-06-30
Filed2026-07-08
CGIE
0.00%CAPITAL GROUP INTERNATIONAL
Shares457
Event2026-06-30
Filed2026-07-08
HAS
0.00%HASBRO INC
Shares200
Event2026-06-30
Filed2026-07-08
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares33
Event2026-06-30
Filed2026-07-08
SCHD
-1.16%SCHWAB STRATEGIC TR
Shares512
Event2026-06-30
Filed2026-07-08
IWP
-44.44%ISHARES TR
Shares110
Event2026-06-30
Filed2026-07-08
IUSG
NewISHARES TR
Shares84
Event2026-06-30
Filed2026-07-08
EEM
0.00%ISHARES TR
Shares229
Event2026-06-30
Filed2026-07-08
DTE
0.00%DTE ENERGY CO
Shares100
Event2026-06-30
Filed2026-07-08
CGNX
NewCOGNEX CORP
Shares209
Event2026-06-30
Filed2026-07-08
VBK
0.00%VANGUARD INDEX FDS
Shares41
Event2026-06-30
Filed2026-07-08
GIS
NewGENERAL MILLS INC
Shares421
Event2026-06-30
Filed2026-07-08
LIN
0.00%LINDE PLC
Shares28
Event2026-06-30
Filed2026-07-08
SOXX
0.00%ISHARES TR
Shares23
Event2026-06-30
Filed2026-07-08
DAL
0.00%DELTA AIR LINES INC
Shares149
Event2026-06-30
Filed2026-07-08
MRVL
0.00%MARVELL TECHNOLOGY INC
Shares47
Event2026-06-30
Filed2026-07-08
VGIT
0.00%VANGUARD SCOTTSDALE FDS
Shares234
Event2026-06-30
Filed2026-07-08
OTEX
0.00%OPEN TEXT CORP
Shares618
Event2026-06-30
Filed2026-07-08
VLTO
0.00%VERALTO CORP
Shares153
Event2026-06-30
Filed2026-07-08
SEABRIDGE GOLD INC
NewSEABRIDGE GOLD INC
Shares524
Event2026-06-30
Filed2026-07-08
MNST
0.00%MONSTER BEVERAGE CORP NEW
Shares140
Event2026-06-30
Filed2026-07-08
ELV
0.00%ELEVANCE HEALTH INC FORMERLY
Shares34
Event2026-06-30
Filed2026-07-08
COF
0.00%CAPITAL ONE FINL CORP
Shares64
Event2026-06-30
Filed2026-07-08
EOG
0.00%EOG RES INC
Shares98
Event2026-06-30
Filed2026-07-08
CROX
5100.00%CROCS INC
Shares104
Event2026-06-30
Filed2026-07-08
NVS
0.00%NOVARTIS AG
Shares78
Event2026-06-30
Filed2026-07-08
AMRN
0.00%AMARIN CORP PLC
Shares750
Event2026-06-30
Filed2026-07-08
OUST
35.71%OUSTER INC
Shares190
Event2026-06-30
Filed2026-07-08
FNV
0.00%FRANCO NEV CORP
Shares57
Event2026-06-30
Filed2026-07-08
TLH
NewISHARES TR
Shares116
Event2026-06-30
Filed2026-07-08
UBER
0.00%UBER TECHNOLOGIES INC
Shares160
Event2026-06-30
Filed2026-07-08
TEMPUS AI INC
0.00%TEMPUS AI INC
Shares195
Event2026-06-30
Filed2026-07-08
NLY
0.00%ANNALY CAPITAL MANAGEMENT IN
Shares500
Event2026-06-30
Filed2026-07-08
JBL
0.00%JABIL INC
Shares29
Event2026-06-30
Filed2026-07-08
FDVV
0.00%FIDELITY COVINGTON TRUST
Shares184
Event2026-06-30
Filed2026-07-08
IGIB
0.00%ISHARES TR
Shares208
Event2026-06-30
Filed2026-07-08
KIM
0.00%KIMCO REALTY CORP
Shares432
Event2026-06-30
Filed2026-07-08
ASST
NewSTRIVE INC
Shares985
Event2026-06-30
Filed2026-07-08
WBD
1500.00%WARNER BROS DISCOVERY INC
Shares400
Event2026-06-30
Filed2026-07-08
DHI
0.00%D R HORTON INC
Shares64
Event2026-06-30
Filed2026-07-08
WWR
NewWESTWATER RES INC
Shares20.4K
Event2026-06-30
Filed2026-07-08
URI
0.00%UNITED RENTALS INC
Shares9
Event2026-06-30
Filed2026-07-08
MDLZ
0.00%MONDELEZ INTL INC
Shares176
Event2026-06-30
Filed2026-07-08
FIG
NewFIGMA INC
Shares560
Event2026-06-30
Filed2026-07-08
FRT
NewFEDERAL RLTY INVT TR NEW
Shares82
Event2026-06-30
Filed2026-07-08
EOT
NewEATON VANCE NATL MUN OPPORT
Shares556
Event2026-06-30
Filed2026-07-08
AJG
0.00%GALLAGHER ARTHUR J & CO
Shares42
Event2026-06-30
Filed2026-07-08
ETHW
-19.96%BITWISE ETHEREUM ETF
Shares854
Event2026-06-30
Filed2026-07-08
VVR
0.00%INVESCO SR INCOME TR
Shares3.2K
Event2026-06-30
Filed2026-07-08
ORC
NewORCHID IS CAP INC
Shares1.4K
Event2026-06-30
Filed2026-07-08
EWBC
NewEAST WEST BANCORP INC
Shares73
Event2026-06-30
Filed2026-07-08
QUANTA SVCS INC
1200.00%QUANTA SVCS INC
Shares13
Event2026-06-30
Filed2026-07-08
ORLY
0.00%OREILLY AUTOMOTIVE INC
Shares100
Event2026-06-30
Filed2026-07-08
BP
0.00%BP PLC
Shares248
Event2026-06-30
Filed2026-07-08
EEMV
NewISHARES INC
Shares115
Event2026-06-30
Filed2026-07-08
QQQM
-56.45%INVESCO EXCH TRADED FD TR II
Shares27
Event2026-06-30
Filed2026-07-08
FLEX
0.00%FLEX LTD
Shares51
Event2026-06-30
Filed2026-07-08
IWS
NewISHARES TR
Shares50
Event2026-06-30
Filed2026-07-08
ANET
0.00%ARISTA NETWORKS INC
Shares48
Event2026-06-30
Filed2026-07-08
HEI
0.00%HEICO CORP NEW
Shares23
Event2026-06-30
Filed2026-07-08
S&P GLOBAL INC
0.00%S&P GLOBAL INC
Shares20
Event2026-06-30
Filed2026-07-08
ISRG
0.00%INTUITIVE SURGICAL INC
Shares20
Event2026-06-30
Filed2026-07-08
FLS
NewFLOWSERVE CORP
Shares105
Event2026-06-30
Filed2026-07-08
XLY
0.00%SELECT SECTOR SPDR TR
Shares66
Event2026-06-30
Filed2026-07-08
RVMD
0.00%REVOLUTION MEDICINES INC
Shares41
Event2026-06-30
Filed2026-07-08
REPL
NewREPLIMUNE GROUP INC
Shares680
Event2026-06-30
Filed2026-07-08
USFD
0.00%US FOODS HLDG CORP
Shares73
Event2026-06-30
Filed2026-07-08
DTM
0.00%DT MIDSTREAM INC
Shares50
Event2026-06-30
Filed2026-07-08
BFH
0.00%BREAD FINANCIAL HOLDINGS INC
Shares68
Event2026-06-30
Filed2026-07-08
BNDX
0.00%VANGUARD CHARLOTTE FDS
Shares148
Event2026-06-30
Filed2026-07-08
FBIN
0.00%FORTUNE BRANDS INNOVATIONS I
Shares118
Event2026-06-30
Filed2026-07-08
CEG
0.00%CONSTELLATION ENERGY CORP
Shares26
Event2026-06-30
Filed2026-07-08
BANCO SANTANDER SA
0.00%BANCO SANTANDER SA
Shares459
Event2026-06-30
Filed2026-07-08
CHEWY INC
NewCHEWY INC
Shares319
Event2026-06-30
Filed2026-07-08
TDG
0.00%TRANSDIGM GROUP INC
Shares5
Event2026-06-30
Filed2026-07-08
BBVA
0.00%BANCO BILBAO VIZCAYA ARGENTA
Shares247
Event2026-06-30
Filed2026-07-08
BIZD
-69.95%VANECK ETF TRUST
Shares488
Event2026-06-30
Filed2026-07-08
SPYG
0.00%SPDR SERIES TRUST
Shares51
Event2026-06-30
Filed2026-07-08
CBRS
NewCEREBRAS SYSTEMS INC
Shares27
Event2026-06-30
Filed2026-07-08
SERVICENOW INC
20.00%SERVICENOW INC
Shares60
Event2026-06-30
Filed2026-07-08
PH
0.00%PARKER-HANNIFIN CORP
Shares6
Event2026-06-30
Filed2026-07-08
POST
0.00%POST HLDGS INC
Shares65
Event2026-06-30
Filed2026-07-08
MUFG
0.00%MITSUBISHI UFJ FINANCIAL GRO
Shares287
Event2026-06-30
Filed2026-07-08
HBAN
NewHUNTINGTON BANCSHARES INC
Shares321
Event2026-06-30
Filed2026-07-08
KKR
0.00%KKR & CO INC
Shares62
Event2026-06-30
Filed2026-07-08
UNM
0.00%UNUM GROUP
Shares63
Event2026-06-30
Filed2026-07-08
STT
0.00%STATE STR CORP
Shares33
Event2026-06-30
Filed2026-07-08
CLF
NewCLEVELAND-CLIFFS INC NEW
Shares585
Event2026-06-30
Filed2026-07-08
IJJ
0.00%ISHARES TR
Shares37
Event2026-06-30
Filed2026-07-08
SHY
NewISHARES TR
Shares66
Event2026-06-30
Filed2026-07-08
VT
0.00%VANGUARD INTL EQUITY INDEX F
Shares34
Event2026-06-30
Filed2026-07-08
VTRS
0.30%VIATRIS INC
Shares336
Event2026-06-30
Filed2026-07-08
GILD
0.00%GILEAD SCIENCES INC
Shares42
Event2026-06-30
Filed2026-07-08
MET
0.00%METLIFE INC
Shares62
Event2026-06-30
Filed2026-07-08
FDMO
NewFIDELITY COVINGTON TRUST
Shares51
Event2026-06-30
Filed2026-07-08
MDXG
0.00%MIMEDX GROUP INC
Shares1.3K
Event2026-06-30
Filed2026-07-08
ASTS
0.00%AST SPACEMOBILE INC
Shares55
Event2026-06-30
Filed2026-07-08
FANG
0.00%DIAMONDBACK ENERGY INC
Shares28
Event2026-06-30
Filed2026-07-08
TPG
NewTPG INC
Shares120
Event2026-06-30
Filed2026-07-08
XLE
-99.60%SELECT SECTOR SPDR TR
Shares91
Event2026-06-30
Filed2026-07-08
PHK
NewPIMCO HIGH INCOME FD
Shares1.0K
Event2026-06-30
Filed2026-07-08
ADSK
0.00%AUTODESK INC
Shares25
Event2026-06-30
Filed2026-07-08
ADOBE INC
187.50%ADOBE INC
Shares23
Event2026-06-30
Filed2026-07-08
PEGA
NewPEGASYSTEMS INC
Shares157
Event2026-06-30
Filed2026-07-08
SONY
0.00%SONY GROUP CORP
Shares229
Event2026-06-30
Filed2026-07-08
ROST
0.00%ROSS STORES INC
Shares21
Event2026-06-30
Filed2026-07-08
MPC
0.00%MARATHON PETE CORP
Shares17
Event2026-06-30
Filed2026-07-08
COIN
NewCOINBASE GLOBAL INC
Shares29
Event2026-06-30
Filed2026-07-08
DOMINION ENERGY INC
0.00%DOMINION ENERGY INC
Shares62
Event2026-06-30
Filed2026-07-08
WELL
0.00%WELLTOWER INC
Shares18
Event2026-06-30
Filed2026-07-08
PAAS
0.00%PAN AMERN SILVER CORP
Shares91
Event2026-06-30
Filed2026-07-08
SLB
0.00%SLB LIMITED
Shares87
Event2026-06-30
Filed2026-07-08
BBY
-66.88%BEST BUY INC
Shares52
Event2026-06-30
Filed2026-07-08
SOLS
193.33%SOLSTICE ADVANCED MATLS INC
Shares44
Event2026-06-30
Filed2026-07-08
VST
0.00%VISTRA CORP
Shares24
Event2026-06-30
Filed2026-07-08
SMFG
0.00%SUMITOMO MITSUI FIN GRP INC
Shares164
Event2026-06-30
Filed2026-07-08
HSBC
0.00%HSBC HLDGS PLC
Shares40
Event2026-06-30
Filed2026-07-08
DMLP
0.00%DORCHESTER MINERALS L P
Shares150
Event2026-06-30
Filed2026-07-08
FEDEX FGHT HLDG CO INC
NewFEDEX FGHT HLDG CO INC
Shares25
Event2026-06-30
Filed2026-07-08
PGR
0.00%PROGRESSIVE CORP
Shares17
Event2026-06-30
Filed2026-07-08
RF
0.00%REGIONS FINANCIAL CORP NEW
Shares124
Event2026-06-30
Filed2026-07-08
RBA
0.00%RB GLOBAL INC
Shares32
Event2026-06-30
Filed2026-07-08
AON
0.00%AON PLC
Shares11
Event2026-06-30
Filed2026-07-08
GLOB
NewGLOBANT S A
Shares127
Event2026-06-30
Filed2026-07-08
CFG
0.00%CITIZENS FINL GROUP INC
Shares52
Event2026-06-30
Filed2026-07-08
MT
0.00%ARCELORMITTAL SA LUXEMBOURG
Shares60
Event2026-06-30
Filed2026-07-08
ALL
0.00%ALLSTATE CORP
Shares15
Event2026-06-30
Filed2026-07-08
SW
-67.09%SMURFIT WESTROCK PLC
Shares77
Event2026-06-30
Filed2026-07-08
AVES
NewAMERICAN CENTY ETF TR
Shares51
Event2026-06-30
Filed2026-07-08
BTI
0.00%BRITISH AMERN TOB PLC
Shares54
Event2026-06-30
Filed2026-07-08
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares8
Event2026-06-30
Filed2026-07-08
AZO
0.00%AUTOZONE INC
Shares1
Event2026-06-30
Filed2026-07-08
IDEXX LABS INC
0.00%IDEXX LABS INC
Shares6
Event2026-06-30
Filed2026-07-08
MICC
0.00%MAGNUM ICE CREAM CO NV
Shares188
Event2026-06-30
Filed2026-07-08
CBRE
0.00%CBRE GROUP INC
Shares24
Event2026-06-30
Filed2026-07-08
MEDP
0.00%MEDPACE HLDGS INC
Shares6
Event2026-06-30
Filed2026-07-08
TFC
0.00%TRUIST FINL CORP
Shares63
Event2026-06-30
Filed2026-07-08
INTU
-7.69%INTUIT
Shares12
Event2026-06-30
Filed2026-07-08
INVH
NewINVITATION HOMES INC
Shares101
Event2026-06-30
Filed2026-07-08
PZZA
-67.19%PAPA JOHNS INTL INC
Shares83
Event2026-06-30
Filed2026-07-08
SYF
0.00%SYNCHRONY FINANCIAL
Shares40
Event2026-06-30
Filed2026-07-08
TEL
0.00%TE CONNECTIVITY PLC
Shares15
Event2026-06-30
Filed2026-07-08
BPRE
2.20%BLUEROCK PVT REAL ESTATE FD
Shares232
Event2026-06-30
Filed2026-07-08
ROL
0.00%ROLLINS INC
Shares72
Event2026-06-30
Filed2026-07-08
MAR
0.00%MARRIOTT INTL INC NEW
Shares8
Event2026-06-30
Filed2026-07-08
ALLY FINL INC
0.00%ALLY FINL INC
Shares64
Event2026-06-30
Filed2026-07-08
BBAI
NewBIGBEAR AI HLDGS INC
Shares800
Event2026-06-30
Filed2026-07-08
RELX
0.00%RELX PLC
Shares90
Event2026-06-30
Filed2026-07-08
CRCL
NewCIRCLE INTERNET GROUP INC
Shares45
Event2026-06-30
Filed2026-07-08
EBAY
0.00%EBAY INC.
Shares25
Event2026-06-30
Filed2026-07-08
NXP SEMICONDUCTORS N V
0.00%NXP SEMICONDUCTORS N V
Shares10
Event2026-06-30
Filed2026-07-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available