Sponsored
The Analysis of Bison Wealth, LLC's Holdings & P&L
Currently, Bison Wealth, LLC holds 477 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in N/A (+47.2K shares, valued at $4.2M), AAPL (+12.6K shares, valued at $3.9M), N/A (+153.3K shares, valued at $3.3M); decreased their positions in N/A (-110.0K shares, valued at $4.4M), RIOT (-105.0K shares, valued at $2.4M), ICSH (-47.1K shares, valued at $2.4M); initiated new positions in BSV (+17.6K shares, valued at $1.4M), ED (+12.1K shares, valued at $1.3M), BK (+6.3K shares, valued at $941.2K).
1M P&L
+2.5M+0.29%
3M P&L
-63.9M-6.78%
HY P&L
-81.0M-8.44%
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/A658.2M
71.5%
2Consumer Electronics35.7M
3.9%
3Semiconductors32.6M
3.5%
Top Industries by Stock Count
1N/A233 stocks
54.7%
2Semiconductors9 stocks
2.1%
3Asset Management8 stocks
1.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.8K sharesnew addition2026-06-302026-07-07
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OVL
1.46%LISTED FDS TR
Shares2.0M
Event2026-06-30
Filed2026-07-07
OVLH
5.25%LISTED FDS TR
Shares1.1M
Event2026-06-30
Filed2026-07-07
AAPL
12.36%APPLE INC
Shares114.1K
Event2026-06-30
Filed2026-07-07
OVT
-0.04%LISTED FDS TR
Shares1.6M
Event2026-06-30
Filed2026-07-07
IWF
4.19%ISHARES TR
Shares212.9K
Event2026-06-30
Filed2026-07-07
LISTED FDS TR
15.18%LISTED FDS TR
Shares1.2M
Event2026-06-30
Filed2026-07-07
MGV
2.60%VANGUARD WORLD FD
Shares146.8K
Event2026-06-30
Filed2026-07-07
BIL
15.00%SPDR SERIES TRUST
Shares259.1K
Event2026-06-30
Filed2026-07-07
LISTED FDS TR
3.27%LISTED FDS TR
Shares736.6K
Event2026-06-30
Filed2026-07-07
OVB
9.21%LISTED FDS TR
Shares1.2M
Event2026-06-30
Filed2026-07-07
NVDA
2.03%NVIDIA CORPORATION
Shares117.8K
Event2026-06-30
Filed2026-07-07
QQQ
0.30%INVESCO QQQ TR
Shares29.1K
Event2026-06-30
Filed2026-07-07
KHPI
6.66%MANAGED PORTFOLIO SER
Shares709.3K
Event2026-06-30
Filed2026-07-07
STATE STR SPDR S&P 500 ETF T
6.12%STATE STR SPDR S&P 500 ETF T
Shares23.9K
Event2026-06-30
Filed2026-07-07
OVS
3.42%LISTED FDS TR
Shares401.7K
Event2026-06-30
Filed2026-07-07
MSFT
-0.35%MICROSOFT CORP
Shares43.6K
Event2026-06-30
Filed2026-07-07
VOO
22.97%VANGUARD INDEX FDS
Shares22.8K
Event2026-06-30
Filed2026-07-07
FTGC
3.70%FIRST TR EXCHANGE TRAD FD VI
Shares498.2K
Event2026-06-30
Filed2026-07-07
ISHARES TR
8.56%ISHARES TR
Shares17.6K
Event2026-06-30
Filed2026-07-07
ICSH
-16.53%ISHARES TR
Shares237.9K
Event2026-06-30
Filed2026-07-07
GOOGL
4.12%ALPHABET INC
Shares32.0K
Event2026-06-30
Filed2026-07-07
AMZN
4.57%AMAZON COM INC
Shares44.1K
Event2026-06-30
Filed2026-07-07
LST
1.89%MANAGED PORTFOLIO SER
Shares226.7K
Event2026-06-30
Filed2026-07-07
QQQM
-14.70%INVESCO EXCH TRADED FD TR II
Shares35.1K
Event2026-06-30
Filed2026-07-07
IEF
41.86%ISHARES TR
Shares101.4K
Event2026-06-30
Filed2026-07-07
BROADCOM INC
1.32%BROADCOM INC
Shares25.3K
Event2026-06-30
Filed2026-07-07
SPDR SERIES TRUST
86.24%SPDR SERIES TRUST
Shares101.8K
Event2026-06-30
Filed2026-07-07
PSFF
-2.23%PACER FDS TR
Shares261.2K
Event2026-06-30
Filed2026-07-07
JPMORGAN CHASE & CO
5.16%JPMORGAN CHASE & CO
Shares23.5K
Event2026-06-30
Filed2026-07-07
QUAL
1.76%ISHARES TR
Shares31.5K
Event2026-06-30
Filed2026-07-07
SHY
4.58%ISHARES TR
Shares78.9K
Event2026-06-30
Filed2026-07-07
RSP
2.97%INVESCO EXCHANGE TRADED FD T
Shares26.9K
Event2026-06-30
Filed2026-07-07
GLD
2.66%SPDR GOLD TR
Shares13.4K
Event2026-06-30
Filed2026-07-07
VUG
1.59%VANGUARD INDEX FDS
Shares58.2K
Event2026-06-30
Filed2026-07-07
AVUV
4.00%AMERICAN CENTY ETF TR
Shares39.2K
Event2026-06-30
Filed2026-07-07
GOOG
1.07%ALPHABET INC
Shares12.9K
Event2026-06-30
Filed2026-07-07
FLJP
-18.17%FRANKLIN TEMPLETON ETF TR
Shares113.1K
Event2026-06-30
Filed2026-07-07
META PLATFORMS INC
3.41%META PLATFORMS INC
Shares7.4K
Event2026-06-30
Filed2026-07-07
CCJ
3.73%CAMECO CORP
Shares45.5K
Event2026-06-30
Filed2026-07-07
VANGUARD INDEX FDS
25.36%VANGUARD INDEX FDS
Shares11.9K
Event2026-06-30
Filed2026-07-07
IREN
-0.01%IREN LIMITED
Shares100.0K
Event2026-06-30
Filed2026-07-07
PDBC
-2.38%INVESCO ACTVELY MNGD ETC FD
Shares266.2K
Event2026-06-30
Filed2026-07-07
LLY
2.71%ELI LILLY & CO
Shares3.5K
Event2026-06-30
Filed2026-07-07
VYM
5.66%VANGUARD WHITEHALL FDS
Shares25.6K
Event2026-06-30
Filed2026-07-07
JNJ
17.60%JOHNSON & JOHNSON
Shares15.7K
Event2026-06-30
Filed2026-07-07
HD
-14.57%HOME DEPOT INC
Shares11.6K
Event2026-06-30
Filed2026-07-07
ABBVIE INC
9.14%ABBVIE INC
Shares15.4K
Event2026-06-30
Filed2026-07-07
AVUS
5.32%AMERICAN CENTY ETF TR
Shares29.5K
Event2026-06-30
Filed2026-07-07
EXXON MOBIL CORP
14.80%EXXON MOBIL CORP
Shares26.8K
Event2026-06-30
Filed2026-07-07
XLK
-0.06%SELECT SECTOR SPDR TR
Shares19.7K
Event2026-06-30
Filed2026-07-07
WMT
2.62%WALMART INC
Shares31.2K
Event2026-06-30
Filed2026-07-07
LVHI
14.64%LEGG MASON ETF INVT
Shares83.8K
Event2026-06-30
Filed2026-07-07
VGT
0.33%VANGUARD WORLD FD
Shares29.2K
Event2026-06-30
Filed2026-07-07
IWM
-11.10%ISHARES TR
Shares11.3K
Event2026-06-30
Filed2026-07-07
MRK
1.26%MERCK & CO INC
Shares26.4K
Event2026-06-30
Filed2026-07-07
EEM
-0.61%ISHARES TR
Shares49.2K
Event2026-06-30
Filed2026-07-07
PANW
3.74%PALO ALTO NETWORKS INC
Shares9.3K
Event2026-06-30
Filed2026-07-07
COSTCO WHOLESALE CORPORATION
7.28%COSTCO WHOLESALE CORPORATION
Shares3.5K
Event2026-06-30
Filed2026-07-07
IJR
34.82%ISHARES TR
Shares22.2K
Event2026-06-30
Filed2026-07-07
BRK.B
3.23%BERKSHIRE HATHAWAY INC DEL
Shares6.4K
Event2026-06-30
Filed2026-07-07
CLOI
3.63%VANECK ETF TRUST
Shares60.9K
Event2026-06-30
Filed2026-07-07
KO
-1.13%COCA COLA CO
Shares38.4K
Event2026-06-30
Filed2026-07-07
CIBR
-2.10%FIRST TR EXCHANGE-TRADED FD
Shares33.5K
Event2026-06-30
Filed2026-07-07
MBSF
2.08%VALUED ADVISERS TR
Shares118.8K
Event2026-06-30
Filed2026-07-07
CVX
-0.86%CHEVRON CORPORATION
Shares18.0K
Event2026-06-30
Filed2026-07-07
TIDAL TRUST II
1860.98%TIDAL TRUST II
Shares201.0K
Event2026-06-30
Filed2026-07-07
VEA
-0.69%VANGUARD TAX-MANAGED FDS
Shares40.3K
Event2026-06-30
Filed2026-07-07
CAT
15.96%CATERPILLAR INC
Shares2.8K
Event2026-06-30
Filed2026-07-07
ISHARES TR
47.84%ISHARES TR
Shares27.0K
Event2026-06-30
Filed2026-07-07
PAVE
-4.89%GLOBAL X FDS
Shares44.9K
Event2026-06-30
Filed2026-07-07
CISCO SYS INC
2.81%CISCO SYS INC
Shares22.7K
Event2026-06-30
Filed2026-07-07
IJH
76.95%ISHARES TR
Shares33.0K
Event2026-06-30
Filed2026-07-07
SOUTHERN CO
-1.74%SOUTHERN CO
Shares25.8K
Event2026-06-30
Filed2026-07-07
MU
0.04%MICRON TECHNOLOGY INC
Shares2.5K
Event2026-06-30
Filed2026-07-07
SCHD
12.43%SCHWAB STRATEGIC TR
Shares75.6K
Event2026-06-30
Filed2026-07-07
MS
-1.15%MORGAN STANLEY
Shares10.7K
Event2026-06-30
Filed2026-07-07
DUK
0.68%DUKE ENERGY CORP NEW
Shares18.9K
Event2026-06-30
Filed2026-07-07
AMGN
5.30%AMGEN INC
Shares6.4K
Event2026-06-30
Filed2026-07-07
VTV
8.11%VANGUARD INDEX FDS
Shares10.7K
Event2026-06-30
Filed2026-07-07
APH
-2.00%AMPHENOL CORP
Shares14.0K
Event2026-06-30
Filed2026-07-07
TSLA
-4.38%TESLA INC
Shares5.4K
Event2026-06-30
Filed2026-07-07
REMX
-4.31%VANECK ETF TRUST
Shares26.1K
Event2026-06-30
Filed2026-07-07
IWL
-2.18%ISHARES TR
Shares11.8K
Event2026-06-30
Filed2026-07-07
IAU
23.71%ISHARES GOLD TR
Shares27.2K
Event2026-06-30
Filed2026-07-07
BUFR
-4.35%FIRST TR EXCHNG TRADED FD VI
Shares58.0K
Event2026-06-30
Filed2026-07-07
CROWDSTRIKE HLDGS INC
310.98%CROWDSTRIKE HLDGS INC
Shares10.6K
Event2026-06-30
Filed2026-07-07
QGRW
6.07%WISDOMTREE TR
Shares32.1K
Event2026-06-30
Filed2026-07-07
RFDA
-0.74%ALPS ETF TR
Shares29.7K
Event2026-06-30
Filed2026-07-07
IGLD
20.04%FIRST TR EXCHANGE-TRADED FD
Shares98.6K
Event2026-06-30
Filed2026-07-07
MTUM
29.13%ISHARES TR
Shares6.5K
Event2026-06-30
Filed2026-07-07
IBIT
1.64%ISHARES BITCOIN TRUST ETF
Shares56.5K
Event2026-06-30
Filed2026-07-07
BAC
12.83%BANK OF AMER CORP
Shares33.9K
Event2026-06-30
Filed2026-07-07
SHLD
-2.06%GLOBAL X FDS
Shares31.0K
Event2026-06-30
Filed2026-07-07
FIW
-2.43%FIRST TR EXCHANGE-TRADED FD
Shares18.1K
Event2026-06-30
Filed2026-07-07
SPEM
-24.73%SPDR INDEX SHS FDS
Shares35.8K
Event2026-06-30
Filed2026-07-07
GS
5.04%GOLDMAN SACHS GROUP INC
Shares1.8K
Event2026-06-30
Filed2026-07-07
PALANTIR TECHNOLOGIES INC
5.26%PALANTIR TECHNOLOGIES INC
Shares13.9K
Event2026-06-30
Filed2026-07-07
NLR
-1.58%VANECK ETF TRUST
Shares15.7K
Event2026-06-30
Filed2026-07-07
DSU
40.58%BLACKROCK DEBT STRATEGIES FD
Shares187.0K
Event2026-06-30
Filed2026-07-07
GEV
6.91%GE VERNOVA INC
Shares1.5K
Event2026-06-30
Filed2026-07-07
AXP
7.34%AMERICAN EXPRESS CO
Shares4.9K
Event2026-06-30
Filed2026-07-07
CGSM
19.84%CAPITAL GRP FIXED INCM ETF T
Shares64.8K
Event2026-06-30
Filed2026-07-07
PG
2.36%PROCTER & GAMBLE CO
Shares11.5K
Event2026-06-30
Filed2026-07-07
WFC
5.20%WELLS FARGO & CO
Shares19.5K
Event2026-06-30
Filed2026-07-07
SPSM
-36.33%SPDR SERIES TRUST
Shares29.6K
Event2026-06-30
Filed2026-07-07
IEMG
29.44%ISHARES INC
Shares20.6K
Event2026-06-30
Filed2026-07-07
SPDW
-4.05%SPDR INDEX SHS FDS
Shares33.0K
Event2026-06-30
Filed2026-07-07
PH
0.77%PARKER-HANNIFIN CORP
Shares1.7K
Event2026-06-30
Filed2026-07-07
HCMT
6.92%DIREXION SHARES ETF TRUST
Shares40.3K
Event2026-06-30
Filed2026-07-07
MO
167.41%ALTRIA GROUP INC
Shares23.0K
Event2026-06-30
Filed2026-07-07
FREEPORT MCMORAN INC
2.04%FREEPORT MCMORAN INC
Shares27.1K
Event2026-06-30
Filed2026-07-07
AMD
5.31%ADVANCED MICRO DEVICES INC
Shares3.0K
Event2026-06-30
Filed2026-07-07
IVW
-1.08%ISHARES TR
Shares12.0K
Event2026-06-30
Filed2026-07-07
TEVA
0.21%TEVA PHARMACEUTICAL INDS LTD
Shares45.9K
Event2026-06-30
Filed2026-07-07
IBM
2.16%INTERNATIONAL BUSINESS MACHS
Shares5.4K
Event2026-06-30
Filed2026-07-07
SUN
634.12%SUNOCO LP/SUNOCO FIN CORP
Shares23.9K
Event2026-06-30
Filed2026-07-07
IWR
2.42%ISHARES TR
Shares14.3K
Event2026-06-30
Filed2026-07-07
TSM
14.85%TAIWAN SEMICONDUCTOR MANUFAC
Shares3.4K
Event2026-06-30
Filed2026-07-07
EFG
7.76%ISHARES TR
Shares12.4K
Event2026-06-30
Filed2026-07-07
CLOB
-22.25%VANECK ETF TRUST
Shares30.6K
Event2026-06-30
Filed2026-07-07
SPYD
0.43%SPDR SERIES TRUST
Shares31.8K
Event2026-06-30
Filed2026-07-07
XLE
14.42%SELECT SECTOR SPDR TR
Shares28.1K
Event2026-06-30
Filed2026-07-07
VISA INC
-10.13%VISA INC
Shares4.1K
Event2026-06-30
Filed2026-07-07
USHY
-5.49%ISHARES TR
Shares39.9K
Event2026-06-30
Filed2026-07-07
XLI
27.44%SELECT SECTOR SPDR TR
Shares7.9K
Event2026-06-30
Filed2026-07-07
XPO
0.29%XPO INC
Shares7.0K
Event2026-06-30
Filed2026-07-07
LMT
-10.88%LOCKHEED MARTIN CORP
Shares2.7K
Event2026-06-30
Filed2026-07-07
VIG
28.70%VANGUARD SPECIALIZED FUNDS
Shares6.0K
Event2026-06-30
Filed2026-07-07
DELL
-14.99%DELL TECHNOLOGIES INC
Shares3.5K
Event2026-06-30
Filed2026-07-07
UNITEDHEALTH GROUP INC
16.66%UNITEDHEALTH GROUP INC
Shares3.4K
Event2026-06-30
Filed2026-07-07
PEP
0.55%PEPSICO INC
Shares9.7K
Event2026-06-30
Filed2026-07-07
FFEB
0.00%FIRST TR EXCHNG TRADED FD VI
Shares22.5K
Event2026-06-30
Filed2026-07-07
BSV
NewVANGUARD BD INDEX FDS
Shares17.6K
Event2026-06-30
Filed2026-07-07
ED
NewCONSOLIDATED EDISON INC
Shares12.1K
Event2026-06-30
Filed2026-07-07
INTC
-12.08%INTEL CORP
Shares10.9K
Event2026-06-30
Filed2026-07-07
FDEC
0.00%FIRST TR EXCHNG TRADED FD VI
Shares24.3K
Event2026-06-30
Filed2026-07-07
PNOV
0.00%INNOVATOR ETFS TRUST
Shares29.7K
Event2026-06-30
Filed2026-07-07
JMST
245.13%J P MORGAN EXCHANGE TRADED F
Shares25.8K
Event2026-06-30
Filed2026-07-07
VMC
-3.07%VULCAN MATLS CO
Shares4.2K
Event2026-06-30
Filed2026-07-07
GLW
34.33%CORNING INC
Shares6.5K
Event2026-06-30
Filed2026-07-07
SEAGATE TECHNOLOGY HLDNGS PL
-0.35%SEAGATE TECHNOLOGY HLDNGS PL
Shares1.4K
Event2026-06-30
Filed2026-07-07
ITW
17.03%ILLINOIS TOOL WKS INC
Shares4.5K
Event2026-06-30
Filed2026-07-07
GE
9.65%GE AEROSPACE
Shares3.2K
Event2026-06-30
Filed2026-07-07
TJX
4.95%TJX COS INC NEW
Shares8.0K
Event2026-06-30
Filed2026-07-07
IWD
8.34%ISHARES TR
Shares4.8K
Event2026-06-30
Filed2026-07-07
VXUS
-3.53%VANGUARD STAR FDS
Shares13.8K
Event2026-06-30
Filed2026-07-07
ISHARES TR
315.41%ISHARES TR
Shares11.9K
Event2026-06-30
Filed2026-07-07
VWO
5.14%VANGUARD INTL EQUITY INDEX F
Shares19.5K
Event2026-06-30
Filed2026-07-07
SGOV
413.54%ISHARES TR
Shares11.6K
Event2026-06-30
Filed2026-07-07
VONG
0.41%VANGUARD SCOTTSDALE FDS
Shares9.1K
Event2026-06-30
Filed2026-07-07
MASTERCARD INCORPORATED
11.73%MASTERCARD INCORPORATED
Shares2.1K
Event2026-06-30
Filed2026-07-07
SHV
0.27%ISHARES TR
Shares10.2K
Event2026-06-30
Filed2026-07-07
VRT
24.79%VERTIV HOLDINGS CO
Shares3.5K
Event2026-06-30
Filed2026-07-07
NEXTERA ENERGY INC
-0.43%NEXTERA ENERGY INC
Shares12.7K
Event2026-06-30
Filed2026-07-07
AGGY
-8.97%WISDOMTREE TR
Shares25.5K
Event2026-06-30
Filed2026-07-07
DGRW
-13.17%WISDOMTREE TR
Shares11.2K
Event2026-06-30
Filed2026-07-07
SLV
-1.80%ISHARES SILVER TR
Shares18.7K
Event2026-06-30
Filed2026-07-07
ADP
6.00%AUTOMATIC DATA PROCESSING IN
Shares4.3K
Event2026-06-30
Filed2026-07-07
RIOT
-69.81%RIOT PLATFORMS INC
Shares45.4K
Event2026-06-30
Filed2026-07-07
IYW
0.58%ISHARES TR
Shares4.2K
Event2026-06-30
Filed2026-07-07
ITOT
0.16%ISHARES TR
Shares6.3K
Event2026-06-30
Filed2026-07-07
ORACLE CORP
4.99%ORACLE CORP
Shares7.2K
Event2026-06-30
Filed2026-07-07
DOMINION ENERGY INC
-18.52%DOMINION ENERGY INC
Shares14.4K
Event2026-06-30
Filed2026-07-07
IVE
-1.03%ISHARES TR
Shares4.3K
Event2026-06-30
Filed2026-07-07
MCD
8.50%MCDONALDS CORP
Shares3.5K
Event2026-06-30
Filed2026-07-07
AVDE
7.69%AMERICAN CENTY ETF TR
Shares10.8K
Event2026-06-30
Filed2026-07-07
BA
-5.91%BOEING CO
Shares4.2K
Event2026-06-30
Filed2026-07-07
DYNF
-1.64%BLACKROCK ETF TRUST
Shares14.3K
Event2026-06-30
Filed2026-07-07
ABT
7.08%ABBOTT LABORATORIES
Shares9.9K
Event2026-06-30
Filed2026-07-07
ETN
14.84%EATON CORP PLC
Shares2.3K
Event2026-06-30
Filed2026-07-07
BK
NewBANK OF NY MELLON CORP
Shares6.3K
Event2026-06-30
Filed2026-07-07
WTAI
-6.62%WISDOMTREE TR
Shares21.4K
Event2026-06-30
Filed2026-07-07
PNC
1.04%PNC FINL SVCS GROUP INC
Shares3.6K
Event2026-06-30
Filed2026-07-07
T
30.33%AT&T INC
Shares44.1K
Event2026-06-30
Filed2026-07-07
C
8.85%CITIGROUP INC
Shares6.3K
Event2026-06-30
Filed2026-07-07
PM
8.87%PHILIP MORRIS INTL INC
Shares4.9K
Event2026-06-30
Filed2026-07-07
APPLIED MATLS INC
6.11%APPLIED MATLS INC
Shares1.5K
Event2026-06-30
Filed2026-07-07
JULT
0.00%AIM ETF PRODUCTS TRUST
Shares18.7K
Event2026-06-30
Filed2026-07-07
MTGP
-8.37%WISDOMTREE TR
Shares20.2K
Event2026-06-30
Filed2026-07-07
LOW
0.58%LOWES COS INC
Shares4.0K
Event2026-06-30
Filed2026-07-07
JANT
0.00%AIM ETF PRODUCTS TRUST
Shares19.9K
Event2026-06-30
Filed2026-07-07
APRT
0.00%AIM ETF PRODUCTS TRUST
Shares19.1K
Event2026-06-30
Filed2026-07-07
FAPR
0.00%FIRST TR EXCHNG TRADED FD VI
Shares18.5K
Event2026-06-30
Filed2026-07-07
AFL
-0.03%AFLAC INC
Shares7.2K
Event2026-06-30
Filed2026-07-07
FJUL
0.00%FIRST TR EXCHNG TRADED FD VI
Shares14.3K
Event2026-06-30
Filed2026-07-07
NTSX
-3.53%WISDOMTREE TR
Shares14.4K
Event2026-06-30
Filed2026-07-07
RTX CORPORATION
49.28%RTX CORPORATION
Shares4.1K
Event2026-06-30
Filed2026-07-07
FOCT
0.00%FIRST TR EXCHNG TRADED FD VI
Shares15.7K
Event2026-06-30
Filed2026-07-07
UVSP
0.00%UNIVEST FINANCIAL CORPORATIO
Shares18.7K
Event2026-06-30
Filed2026-07-07
AVLC
0.48%AMERICAN CENTY ETF TR
Shares9.2K
Event2026-06-30
Filed2026-07-07
TXN
20.46%TEXAS INSTRS INC
Shares2.7K
Event2026-06-30
Filed2026-07-07
NETFLIX INC.
-0.58%NETFLIX INC.
Shares10.4K
Event2026-06-30
Filed2026-07-07
RSG
4.14%REPUBLIC SVCS INC
Shares3.7K
Event2026-06-30
Filed2026-07-07
PSFM
0.00%PACER FDS TR
Shares22.5K
Event2026-06-30
Filed2026-07-07
CHUBB LIMITED
2.77%CHUBB LIMITED
Shares2.2K
Event2026-06-30
Filed2026-07-07
FTNT
-1.30%FORTINET INC
Shares4.8K
Event2026-06-30
Filed2026-07-07
WCBR
-2.76%WISDOMTREE TR
Shares19.8K
Event2026-06-30
Filed2026-07-07
QCOM
31.90%QUALCOMM INC
Shares4.1K
Event2026-06-30
Filed2026-07-07
XLSR
-0.15%SSGA ACTIVE TR
Shares11.7K
Event2026-06-30
Filed2026-07-07
SPSB
NewSPDR SERIES TRUST
Shares24.8K
Event2026-06-30
Filed2026-07-07
WPM
-1.41%WHEATON PRECIOUS METALS CORP
Shares6.4K
Event2026-06-30
Filed2026-07-07
USB
-2.72%US BANCORP
Shares11.7K
Event2026-06-30
Filed2026-07-07
CMI
1.41%CUMMINS INC
Shares1.1K
Event2026-06-30
Filed2026-07-07
FTSL
16.15%FIRST TR EXCHANGE-TRADED FD
Shares16.3K
Event2026-06-30
Filed2026-07-07
EMR
1.64%EMERSON ELEC CO
Shares5.0K
Event2026-06-30
Filed2026-07-07
VO
31.18%VANGUARD INDEX FDS
Shares8.8K
Event2026-06-30
Filed2026-07-07
ANET
1.97%ARISTA NETWORKS INC
Shares4.1K
Event2026-06-30
Filed2026-07-07
AVEM
4.73%AMERICAN CENTY ETF TR
Shares7.4K
Event2026-06-30
Filed2026-07-07
EFV
-1.72%ISHARES TR
Shares8.9K
Event2026-06-30
Filed2026-07-07
KLAC
1020.97%KLA CORP
Shares3.0K
Event2026-06-30
Filed2026-07-07
FIX
-2.26%COMFORT SYS USA INC
Shares389
Event2026-06-30
Filed2026-07-07
HYMB
95.94%SPDR SERIES TRUST
Shares27.2K
Event2026-06-30
Filed2026-07-07
BLOK
-1.88%AMPLIFY ETF TR
Shares10.8K
Event2026-06-30
Filed2026-07-07
ESGU
0.14%ISHARES TR
Shares4.2K
Event2026-06-30
Filed2026-07-07
CGGR
0.06%CAPITAL GROUP GROWTH ETF
Shares14.5K
Event2026-06-30
Filed2026-07-07
GWW
22.96%WW GRAINGER INC
Shares498
Event2026-06-30
Filed2026-07-07
NLY
NewANNALY CAPITAL MANAGEMENT IN
Shares29.5K
Event2026-06-30
Filed2026-07-07
APLD
NewAPPLIED DIGITAL CORP
Shares20.1K
Event2026-06-30
Filed2026-07-07
VB
-3.08%VANGUARD INDEX FDS
Shares2.2K
Event2026-06-30
Filed2026-07-07
COP
1.30%CONOCOPHILLIPS
Shares6.5K
Event2026-06-30
Filed2026-07-07
AMERIPRISE FINL INC
-11.10%AMERIPRISE FINL INC
Shares1.3K
Event2026-06-30
Filed2026-07-07
O
-3.82%REALTY INCOME CORP
Shares10.5K
Event2026-06-30
Filed2026-07-07
GD
1.68%GENERAL DYNAMICS CORP
Shares1.8K
Event2026-06-30
Filed2026-07-07
ROK
19.83%ROCKWELL AUTOMATION INC
Shares1.4K
Event2026-06-30
Filed2026-07-07
TRIN
0.00%TRINITY CAP INC
Shares37.4K
Event2026-06-30
Filed2026-07-07
UPS
-0.51%UNITED PARCEL SVCS INC
Shares5.9K
Event2026-06-30
Filed2026-07-07
SNOWFLAKE INC
-9.85%SNOWFLAKE INC
Shares2.4K
Event2026-06-30
Filed2026-07-07
ETFS GOLD TR
-87.40%ETFS GOLD TR
Shares15.9K
Event2026-06-30
Filed2026-07-07
NEM
2.52%NEWMONT CORP
Shares6.4K
Event2026-06-30
Filed2026-07-07
LCTU
0.23%BLACKROCK ETF TRUST
Shares7.7K
Event2026-06-30
Filed2026-07-07
VCR
0.00%VANGUARD WORLD FD
Shares1.6K
Event2026-06-30
Filed2026-07-07
INFQ
NewINFLEQTION INC
Shares50.0K
Event2026-06-30
Filed2026-07-07
XSOE
-2.62%WISDOMTREE TR
Shares12.7K
Event2026-06-30
Filed2026-07-07
ASML
61.84%ASML HLDG NV
Shares335
Event2026-06-30
Filed2026-07-07
HOOD
6.99%ROBINHOOD MKTS INC
Shares5.1K
Event2026-06-30
Filed2026-07-07
EFA
32.27%ISHARES TR
Shares5.7K
Event2026-06-30
Filed2026-07-07
SPGP
-10.73%INVESCO EXCHANGE TRADED FD T
Shares4.7K
Event2026-06-30
Filed2026-07-07
VZ
17.88%VERIZON COMMUNICATIONS INC
Shares13.9K
Event2026-06-30
Filed2026-07-07
WASTE MGMT INC DEL
2.33%WASTE MGMT INC DEL
Shares2.5K
Event2026-06-30
Filed2026-07-07
WCLD
-1.08%WISDOMTREE TR
Shares17.0K
Event2026-06-30
Filed2026-07-07
MRVL
14.81%MARVELL TECHNOLOGY INC
Shares2.3K
Event2026-06-30
Filed2026-07-07
APD
11.24%AIR PRODUCTS AND CHEMICALS I
Shares1.9K
Event2026-06-30
Filed2026-07-07
PAYX
1.60%PAYCHEX INC
Shares5.5K
Event2026-06-30
Filed2026-07-07
CEFS
8.34%EXCHANGE LISTED FDS TR
Shares22.5K
Event2026-06-30
Filed2026-07-07
CEG
9.34%CONSTELLATION ENERGY CORP
Shares2.3K
Event2026-06-30
Filed2026-07-07
ARK ETF TR
0.59%ARK ETF TR
Shares6.8K
Event2026-06-30
Filed2026-07-07
IBLC
0.00%ISHARES TR
Shares12.0K
Event2026-06-30
Filed2026-07-07
TMFC
-1.34%RBB FD INC
Shares7.4K
Event2026-06-30
Filed2026-07-07
3M CO
13.94%3M CO
Shares3.6K
Event2026-06-30
Filed2026-07-07
PSQ
0.00%PROSHARES TR
Shares22.1K
Event2026-06-30
Filed2026-07-07
MMC
11.96%MARSH & MCLENNAN COS INC
Shares3.2K
Event2026-06-30
Filed2026-07-07
XLV
14.24%SELECT SECTOR SPDR TR
Shares3.4K
Event2026-06-30
Filed2026-07-07
LIN
23.05%LINDE PLC
Shares1.0K
Event2026-06-30
Filed2026-07-07
COF
8.57%CAPITAL ONE FINL CORP
Shares2.6K
Event2026-06-30
Filed2026-07-07
EIX
-0.28%EDISON INTL
Shares7.3K
Event2026-06-30
Filed2026-07-07
EMXC
-0.33%ISHARES INC
Shares5.4K
Event2026-06-30
Filed2026-07-07
SNDK
2.00%SANDISK CORP
Shares306
Event2026-06-30
Filed2026-07-07
AVSC
3.19%AMERICAN CENTY ETF TR
Shares7.3K
Event2026-06-30
Filed2026-07-07
WDC
-1.60%WESTERN DIGITAL CORP
Shares922
Event2026-06-30
Filed2026-07-07
BCAT
1.54%BLACKROCK CAP ALLOCATION TER
Shares33.1K
Event2026-06-30
Filed2026-07-07
IJT
0.00%ISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-07-07
NEAR
0.36%ISHARES U S ETF TR
Shares10.4K
Event2026-06-30
Filed2026-07-07
BMY
-2.70%BRISTOL-MYERS SQUIBB CO
Shares9.2K
Event2026-06-30
Filed2026-07-07
FDX
18.39%FEDEX CORP
Shares1.7K
Event2026-06-30
Filed2026-07-07
VFH
11.05%VANGUARD WORLD FD
Shares3.8K
Event2026-06-30
Filed2026-07-07
SHYD
19.19%VANECK ETF TRUST
Shares22.7K
Event2026-06-30
Filed2026-07-07
IWP
-0.17%ISHARES TR
Shares3.6K
Event2026-06-30
Filed2026-07-07
CVS
-1.36%CVS HEALTH CORP
Shares5.0K
Event2026-06-30
Filed2026-07-07
BTC
72.55%GRAYSCALE BITCOIN MINI TR ET
Shares17.7K
Event2026-06-30
Filed2026-07-07
USO
76.24%UNITED STS OIL FD LP
Shares4.8K
Event2026-06-30
Filed2026-07-07
YYY
-3.18%AMPLIFY ETF TR
Shares42.9K
Event2026-06-30
Filed2026-07-07
GNOM
-38.06%GLOBAL X FDS
Shares8.3K
Event2026-06-30
Filed2026-07-07
DAL
5.12%DELTA AIR LINES INC
Shares5.3K
Event2026-06-30
Filed2026-07-07
NOC
9.31%NORTHROP GRUMMAN CORP
Shares881
Event2026-06-30
Filed2026-07-07
BLK
0.64%BLACKROCK INC
Shares470
Event2026-06-30
Filed2026-07-07
SMH
26.63%VANECK ETF TRUST
Shares775
Event2026-06-30
Filed2026-07-07
PYLD
0.00%PIMCO ETF TR
Shares17.6K
Event2026-06-30
Filed2026-07-07
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares2.0K
Event2026-06-30
Filed2026-07-07
LDUR
0.00%PIMCO ETF TR
Shares4.9K
Event2026-06-30
Filed2026-07-07
IXUS
0.13%ISHARES TR
Shares4.8K
Event2026-06-30
Filed2026-07-07
GBDC
0.00%GOLUB CAP BDC INC
Shares35.8K
Event2026-06-30
Filed2026-07-07
QHY
-7.09%WISDOMTREE TR
Shares10.0K
Event2026-06-30
Filed2026-07-07
XLY
1.40%SELECT SECTOR SPDR TR
Shares3.9K
Event2026-06-30
Filed2026-07-07
INCY
0.00%INCYTE CORP
Shares3.9K
Event2026-06-30
Filed2026-07-07
CHY
22.17%CALAMOS CONV & HIGH INCOME F
Shares33.3K
Event2026-06-30
Filed2026-07-07
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares1.9K
Event2026-06-30
Filed2026-07-07
CMS
-5.14%CMS ENERGY CORP
Shares5.9K
Event2026-06-30
Filed2026-07-07
ADI
-10.66%ANALOG DEVICES INC
Shares1.1K
Event2026-06-30
Filed2026-07-07
LRCX
3.91%LAM RESEARCH CORP
Shares1.2K
Event2026-06-30
Filed2026-07-07
VLO
2.48%VALERO ENERGY CORP
Shares1.6K
Event2026-06-30
Filed2026-07-07
GM
0.70%GENERAL MTRS CO
Shares5.6K
Event2026-06-30
Filed2026-07-07
QQH
7.29%NORTHERN LTS FD TR III
Shares5.1K
Event2026-06-30
Filed2026-07-07
TMO
-0.60%THERMO FISHER SCIENTIFIC INC
Shares827
Event2026-06-30
Filed2026-07-07
PCG
-0.17%PG&E CORP
Shares25.1K
Event2026-06-30
Filed2026-07-07
FJAN
0.00%FIRST TR EXCHNG TRADED FD VI
Shares7.6K
Event2026-06-30
Filed2026-07-07
WTMF
-12.47%WISDOMTREE TR
Shares10.1K
Event2026-06-30
Filed2026-07-07
RF
2.38%REGIONS FINANCIAL CORP NEW
Shares13.6K
Event2026-06-30
Filed2026-07-07
DHR
-1.20%DANAHER CORP DEL
Shares2.1K
Event2026-06-30
Filed2026-07-07
CNC
1.60%CENTENE CORP DEL
Shares6.2K
Event2026-06-30
Filed2026-07-07
EMBX
NewVANECK FDS
Shares8.0K
Event2026-06-30
Filed2026-07-07
DSI
0.21%ISHARES TR
Shares2.9K
Event2026-06-30
Filed2026-07-07
AEP
3.18%AMERICAN ELEC PWR CO INC
Shares3.0K
Event2026-06-30
Filed2026-07-07
PJAN
-0.51%INNOVATOR ETFS TRUST
Shares8.2K
Event2026-06-30
Filed2026-07-07
JEPI
-21.61%J P MORGAN EXCHANGE TRADED F
Shares7.1K
Event2026-06-30
Filed2026-07-07
KMI
-1.11%KINDER MORGAN INC DEL
Shares12.8K
Event2026-06-30
Filed2026-07-07
BBDC
0.00%BARINGS BDC INC
Shares46.9K
Event2026-06-30
Filed2026-07-07
BAI
-0.47%BLACKROCK ETF TRUST
Shares8.2K
Event2026-06-30
Filed2026-07-07
FTI
0.79%TECHNIPFMC PLC
Shares5.9K
Event2026-06-30
Filed2026-07-07
LQD
24.84%ISHARES TR
Shares3.6K
Event2026-06-30
Filed2026-07-07
DJUL
0.00%FIRST TR EXCHNG TRADED FD VI
Shares7.8K
Event2026-06-30
Filed2026-07-07
PPI
-5.66%INVESTMENT MANAGERS SER TR I
Shares18.4K
Event2026-06-30
Filed2026-07-07
GILD
18.64%GILEAD SCIENCES INC
Shares3.0K
Event2026-06-30
Filed2026-07-07
DIS
23.65%DISNEY WALT CO
Shares4.0K
Event2026-06-30
Filed2026-07-07
TRAVELERS COMPANIES INC
-8.86%TRAVELERS COMPANIES INC
Shares1.1K
Event2026-06-30
Filed2026-07-07
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares7.7K
Event2026-06-30
Filed2026-07-07
WTV
-11.97%WISDOMTREE TR
Shares3.7K
Event2026-06-30
Filed2026-07-07
SCHA
0.43%SCHWAB STRATEGIC TR
Shares10.8K
Event2026-06-30
Filed2026-07-07
SPG
34.56%SIMON PPTY GROUP INC NEW
Shares1.7K
Event2026-06-30
Filed2026-07-07
LHX
7.79%L3HARRIS TECHNOLOGIES INC
Shares1.2K
Event2026-06-30
Filed2026-07-07
MET
14.41%METLIFE INC
Shares4.1K
Event2026-06-30
Filed2026-07-07
SOUTHSTATE BK CORP
0.30%SOUTHSTATE BK CORP
Shares3.7K
Event2026-06-30
Filed2026-07-07
VOOG
15.70%VANGUARD ADMIRAL FDS INC
Shares4.5K
Event2026-06-30
Filed2026-07-07
EXPE
-4.14%EXPEDIA GROUP INC
Shares1.4K
Event2026-06-30
Filed2026-07-07
GCC
-5.64%WISDOMTREE TR
Shares15.6K
Event2026-06-30
Filed2026-07-07
PSX
4.43%PHILLIPS 66
Shares2.0K
Event2026-06-30
Filed2026-07-07
QQQE
0.00%DIREXION SHARES ETF TRUST
Shares3.0K
Event2026-06-30
Filed2026-07-07
DGS
32.87%WISDOMTREE TR
Shares5.5K
Event2026-06-30
Filed2026-07-07
LGH
7.81%NORTHERN LTS FD TR III
Shares5.6K
Event2026-06-30
Filed2026-07-07
SCHM
0.01%SCHWAB STRATEGIC TR
Shares10.0K
Event2026-06-30
Filed2026-07-07
OEF
-1.02%ISHARES TR
Shares970
Event2026-06-30
Filed2026-07-07
JBHT
0.70%HUNT J B TRANS SVCS INC
Shares1.3K
Event2026-06-30
Filed2026-07-07
XLB
71.28%SELECT SECTOR SPDR TR
Shares6.9K
Event2026-06-30
Filed2026-07-07
DXJ
-7.23%WISDOMTREE TR
Shares2.0K
Event2026-06-30
Filed2026-07-07
FVD
-9.96%FIRST TR EXCHANGE-TRADED FD
Shares7.2K
Event2026-06-30
Filed2026-07-07
UNP
2.04%UNION PAC CORP
Shares1.2K
Event2026-06-30
Filed2026-07-07
ET
7.04%ENERGY TRANSFER L P
Shares18.3K
Event2026-06-30
Filed2026-07-07
CFG
0.99%CITIZENS FINL GROUP INC
Shares4.8K
Event2026-06-30
Filed2026-07-07
EQIX
1.46%EQUINIX INC
Shares347
Event2026-06-30
Filed2026-07-07
POST
3.09%POST HLDGS INC
Shares3.9K
Event2026-06-30
Filed2026-07-07
IWN
NewISHARES TR
Shares1.6K
Event2026-06-30
Filed2026-07-07
PHYL
0.34%PGIM ETF TR
Shares9.8K
Event2026-06-30
Filed2026-07-07
AIQ
NewGLOBAL X FDS
Shares5.4K
Event2026-06-30
Filed2026-07-07
CI
-23.50%THE CIGNA GROUP
Shares1.2K
Event2026-06-30
Filed2026-07-07
EWJ
0.00%ISHARES INC
Shares3.5K
Event2026-06-30
Filed2026-07-07
CGDV
0.12%CAPITAL GROUP DIVIDEND VALUE
Shares6.8K
Event2026-06-30
Filed2026-07-07
BUFQ
NewFIRST TR EXCHNG TRADED FD VI
Shares8.5K
Event2026-06-30
Filed2026-07-07
MTZ
1.08%MASTEC INC
Shares845
Event2026-06-30
Filed2026-07-07
EQPT
0.73%EQUIPMENTSHARE COM INC
Shares17.0K
Event2026-06-30
Filed2026-07-07
SPUU
0.14%DIREXION SHARES ETF TRUST
Shares1.5K
Event2026-06-30
Filed2026-07-07
GUT
48.38%GABELLI UTIL TR
Shares46.8K
Event2026-06-30
Filed2026-07-07
TFC
1.16%TRUIST FINL CORP
Shares6.1K
Event2026-06-30
Filed2026-07-07
USMV
-1.48%ISHARES TR
Shares3.2K
Event2026-06-30
Filed2026-07-07
BMOP
NewBNY MELLON ETF TRUST II
Shares12.2K
Event2026-06-30
Filed2026-07-07
ROYAL CARIBBEAN GROUP
-1.12%ROYAL CARIBBEAN GROUP
Shares1.1K
Event2026-06-30
Filed2026-07-07
FMAR
0.00%FIRST TR EXCHNG TRADED FD VI
Shares5.8K
Event2026-06-30
Filed2026-07-07
AMT
-2.41%AMERICAN TOWER CORP
Shares1.9K
Event2026-06-30
Filed2026-07-07
EME
1.05%EMCOR GROUP INC
Shares384
Event2026-06-30
Filed2026-07-07
USXF
0.18%ISHARES TR
Shares4.4K
Event2026-06-30
Filed2026-07-07
CIEN
-0.29%CIENA CORP
Shares693
Event2026-06-30
Filed2026-07-07
FJUN
-0.36%FIRST TR EXCHNG TRADED FD VI
Shares5.0K
Event2026-06-30
Filed2026-07-07
AGQ
0.00%PROSHARES TR II
Shares4.0K
Event2026-06-30
Filed2026-07-07
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares1.8K
Event2026-06-30
Filed2026-07-07
PAUG
0.00%INNOVATOR ETFS TRUST
Shares6.4K
Event2026-06-30
Filed2026-07-07
BUFZ
0.00%FIRST TR EXCHNG TRADED FD VI
Shares10.4K
Event2026-06-30
Filed2026-07-07
ABNB
20.68%AIRBNB INC
Shares2.0K
Event2026-06-30
Filed2026-07-07
HDV
0.07%ISHARES TR
Shares10.4K
Event2026-06-30
Filed2026-07-07
DES
1.17%WISDOMTREE TR
Shares7.1K
Event2026-06-30
Filed2026-07-07
TGT
13.90%TARGET CORP
Shares2.3K
Event2026-06-30
Filed2026-07-07
FDN
NewFIRST TR EXCHANGE-TRADED FD
Shares1.0K
Event2026-06-30
Filed2026-07-07
HSY
-3.41%HERSHEY CO
Shares1.6K
Event2026-06-30
Filed2026-07-07
VGK
-22.96%VANGUARD INTL EQUITY INDEX F
Shares3.1K
Event2026-06-30
Filed2026-07-07
CRM
-26.57%SALESFORCE INC
Shares1.7K
Event2026-06-30
Filed2026-07-07
QUANTA SVCS INC
0.73%QUANTA SVCS INC
Shares415
Event2026-06-30
Filed2026-07-07
VV
12.41%VANGUARD INDEX FDS
Shares806
Event2026-06-30
Filed2026-07-07
ALL
-9.73%ALLSTATE CORP
Shares1.1K
Event2026-06-30
Filed2026-07-07
FAUG
0.00%FIRST TR EXCHNG TRADED FD VI
Shares4.9K
Event2026-06-30
Filed2026-07-07
BNY MELLON ETF TRUST II
NewBNY MELLON ETF TRUST II
Shares10.6K
Event2026-06-30
Filed2026-07-07
PLD
1.70%PROLOGIS INC.
Shares2.0K
Event2026-06-30
Filed2026-07-07
VRTX
5.45%VERTEX PHARMACEUTICALS INC
Shares522
Event2026-06-30
Filed2026-07-07
ESGE
0.71%ISHARES INC
Shares5.1K
Event2026-06-30
Filed2026-07-07
IQLT
0.07%ISHARES TR
Shares5.5K
Event2026-06-30
Filed2026-07-07
SERVICENOW INC
NewSERVICENOW INC
Shares2.5K
Event2026-06-30
Filed2026-07-07
SDY
0.00%SPDR SERIES TRUST
Shares1.8K
Event2026-06-30
Filed2026-07-07
JOHNSON CONTROLS INTERNATION
-2.16%JOHNSON CONTROLS INTERNATION
Shares1.9K
Event2026-06-30
Filed2026-07-07
HLT
2.84%HILTON WORLDWIDE HLDGS INC
Shares798
Event2026-06-30
Filed2026-07-07
DFAS
0.12%DIMENSIONAL ETF TRUST
Shares3.3K
Event2026-06-30
Filed2026-07-07
CME
-1.79%CME GROUP INC
Shares1.1K
Event2026-06-30
Filed2026-07-07
AON
-5.39%AON PLC
Shares755
Event2026-06-30
Filed2026-07-07
FNOV
-1.63%FIRST TR EXCHNG TRADED FD VI
Shares4.5K
Event2026-06-30
Filed2026-07-07
COWG
-15.61%PACER FDS TR
Shares6.7K
Event2026-06-30
Filed2026-07-07
ACWI
0.54%ISHARES TR
Shares1.7K
Event2026-06-30
Filed2026-07-07
STT
-0.47%STATE STR CORP
Shares1.5K
Event2026-06-30
Filed2026-07-07
PRU
9.33%PRUDENTIAL FINL INC
Shares2.3K
Event2026-06-30
Filed2026-07-07
DVN
1.22%DEVON ENERGY CORP NEW
Shares6.5K
Event2026-06-30
Filed2026-07-07
SCHW
-29.16%SCHWAB CHARLES CORP
Shares2.6K
Event2026-06-30
Filed2026-07-07
NTRA
NewNATERA INC
Shares913
Event2026-06-30
Filed2026-07-07
FLQM
6.23%FRANKLIN TEMPLETON ETF TR
Shares4.3K
Event2026-06-30
Filed2026-07-07
HIG
2.37%HARTFORD INSURANCE GROUP INC
Shares1.9K
Event2026-06-30
Filed2026-07-07
JEF
13.65%JEFFERIES FINANCIAL GROUP IN
Shares4.6K
Event2026-06-30
Filed2026-07-07
USMF
0.34%WISDOMTREE TR
Shares4.7K
Event2026-06-30
Filed2026-07-07
SYY
NewSYSCO CORP
Shares3.0K
Event2026-06-30
Filed2026-07-07
CSX
7.04%CSX CORP
Shares5.2K
Event2026-06-30
Filed2026-07-07
TEAM
-34.01%ATLASSIAN CORPORATION
Shares2.9K
Event2026-06-30
Filed2026-07-07
SBUX
-5.74%STARBUCKS CORP
Shares2.4K
Event2026-06-30
Filed2026-07-07
FTCS
7.61%FIRST TR EXCHANGE-TRADED FD
Shares2.6K
Event2026-06-30
Filed2026-07-07
IHDG
1.31%WISDOMTREE TR
Shares4.6K
Event2026-06-30
Filed2026-07-07
XBI
NewSPDR SERIES TRUST
Shares1.5K
Event2026-06-30
Filed2026-07-07
BP
-4.06%BP PLC
Shares6.5K
Event2026-06-30
Filed2026-07-07
TDIV
-2.09%FIRST TR EXCHANGE TRADED FD
Shares2.2K
Event2026-06-30
Filed2026-07-07
RY
0.00%ROYAL BK CDA
Shares1.2K
Event2026-06-30
Filed2026-07-07
HCA
6.89%HCA HEALTHCARE INC
Shares574
Event2026-06-30
Filed2026-07-07
KEYS
1.08%KEYSIGHT TECHNOLOGIES INC
Shares748
Event2026-06-30
Filed2026-07-07
DIA
1.35%STATE STR SPDR DOW JONES IND
Shares451
Event2026-06-30
Filed2026-07-07
TPR
1.11%TAPESTRY INC
Shares1.6K
Event2026-06-30
Filed2026-07-07
BDX
8.97%BECTON DICKINSON & CO
Shares1.5K
Event2026-06-30
Filed2026-07-07
DVY
-6.90%ISHARES TR
Shares1.5K
Event2026-06-30
Filed2026-07-07
ARES CAPITAL CORP
0.00%ARES CAPITAL CORP
Shares12.7K
Event2026-06-30
Filed2026-07-07
QAI
NewNEW YORK LIFE INVESTMENTS ET
Shares6.5K
Event2026-06-30
Filed2026-07-07
THRO
-3.13%BLACKROCK ETF TRUST
Shares5.5K
Event2026-06-30
Filed2026-07-07
WDEF
NewWISDOMTREE TR
Shares7.8K
Event2026-06-30
Filed2026-07-07
HAL
-2.29%HALLIBURTON CO
Shares7.1K
Event2026-06-30
Filed2026-07-07
MBB
-0.44%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-07
XLF
5.60%SELECT SECTOR SPDR TR
Shares4.1K
Event2026-06-30
Filed2026-07-07
CLOA
0.00%BLACKROCK ETF TRUST II
Shares4.5K
Event2026-06-30
Filed2026-07-07
VTEB
0.00%VANGUARD MUN BD FDS
Shares4.6K
Event2026-06-30
Filed2026-07-07
BOND
0.00%PIMCO ETF TR
Shares2.5K
Event2026-06-30
Filed2026-07-07
TER
9.16%TERADYNE INC
Shares608
Event2026-06-30
Filed2026-07-07
PMBS
0.00%PIMCO ETF TR
Shares4.7K
Event2026-06-30
Filed2026-07-07
ILMN
NewILLUMINA INC
Shares1.2K
Event2026-06-30
Filed2026-07-07
DMBS
0.00%DOUBLELINE ETF TRUST
Shares4.7K
Event2026-06-30
Filed2026-07-07
EPD
12.23%ENTERPRISE PRODS PARTNERS L
Shares6.3K
Event2026-06-30
Filed2026-07-07
IWB
0.18%ISHARES TR
Shares555
Event2026-06-30
Filed2026-07-07
DTD
1.82%WISDOMTREE TR
Shares2.4K
Event2026-06-30
Filed2026-07-07
VANECK ETF TRUST
-12.36%VANECK ETF TRUST
Shares2.8K
Event2026-06-30
Filed2026-07-07
FTA
-2.03%FIRST TR EXCHANGE-TRADED ALP
Shares2.3K
Event2026-06-30
Filed2026-07-07
CL
NewCOLGATE PALMOLIVE CO
Shares2.4K
Event2026-06-30
Filed2026-07-07
YUM
NewYUM BRANDS INC
Shares1.3K
Event2026-06-30
Filed2026-07-07
AVDV
1.80%AMERICAN CENTY ETF TR
Shares2.1K
Event2026-06-30
Filed2026-07-07
IDVO
9.95%AMPLIFY ETF TR
Shares5.2K
Event2026-06-30
Filed2026-07-07
BTAL
-61.37%AGF INVTS TR
Shares19.2K
Event2026-06-30
Filed2026-07-07
S&P GLOBAL INC
NewS&P GLOBAL INC
Shares493
Event2026-06-30
Filed2026-07-07
MPC
NewMARATHON PETE CORP
Shares819
Event2026-06-30
Filed2026-07-07
GPC
NewGENUINE PARTS CO
Shares1.7K
Event2026-06-30
Filed2026-07-07
EXC
-1.00%EXELON CORP
Shares4.7K
Event2026-06-30
Filed2026-07-07
SHW
-5.14%SHERWIN WILLIAMS CO
Shares628
Event2026-06-30
Filed2026-07-07
BX
-30.40%BLACKSTONE INC
Shares1.8K
Event2026-06-30
Filed2026-07-07
WCN
NewWASTE CONNECTIONS INC
Shares1.3K
Event2026-06-30
Filed2026-07-07
DE
-40.55%DEERE & CO
Shares343
Event2026-06-30
Filed2026-07-07
TPL
NewTEXAS PACIFIC LAND CORPORATI
Shares541
Event2026-06-30
Filed2026-07-07
PBI
NewPITNEY BOWES INC
Shares12.9K
Event2026-06-30
Filed2026-07-07
UBER
-21.62%UBER TECHNOLOGIES INC
Shares2.9K
Event2026-06-30
Filed2026-07-07
GIS
NewGENERAL MILLS INC
Shares5.9K
Event2026-06-30
Filed2026-07-07
MCO
NewMOODYS CORP
Shares426
Event2026-06-30
Filed2026-07-07
CARR
NewCARRIER GLOBAL CORPORATION
Shares3.0K
Event2026-06-30
Filed2026-07-07
ICF
0.03%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-07
MGM
NewMGM RESORTS INTERNATIONAL
Shares4.5K
Event2026-06-30
Filed2026-07-07
F
34.68%FORD MTR CO
Shares15.2K
Event2026-06-30
Filed2026-07-07
FTGS
NewFIRST TR EXCHANGE-TRADED FD
Shares5.5K
Event2026-06-30
Filed2026-07-07
RFDI
0.00%FIRST TR EXCH TRADED FD III
Shares2.4K
Event2026-06-30
Filed2026-07-07
MEDTRONIC PLC
NewMEDTRONIC PLC
Shares2.5K
Event2026-06-30
Filed2026-07-07
PFEB
0.00%INNOVATOR ETFS TRUST
Shares4.8K
Event2026-06-30
Filed2026-07-07
DLR
1.03%DIGITAL RLTY TR INC
Shares1.2K
Event2026-06-30
Filed2026-07-07
DGRS
-11.38%WISDOMTREE TR
Shares3.5K
Event2026-06-30
Filed2026-07-07
IQDY
-12.29%FLEXSHARES TR
Shares4.8K
Event2026-06-30
Filed2026-07-07
GRID
0.00%FIRST TR EXCHANGE-TRADED FD
Shares1.1K
Event2026-06-30
Filed2026-07-07
UNOV
NewINNOVATOR ETFS TRUST
Shares5.0K
Event2026-06-30
Filed2026-07-07
IUSB
-5.03%ISHARES TR
Shares4.4K
Event2026-06-30
Filed2026-07-07
EVUS
NewISHARES TR
Shares5.6K
Event2026-06-30
Filed2026-07-07
BRW
NewSABA CAPITAL INCOME & OPRNT
Shares24.1K
Event2026-06-30
Filed2026-07-07
EVV
0.00%EATON VANCE LIMITED DURATION
Shares16.9K
Event2026-06-30
Filed2026-07-07
MSIF
0.00%MSC INCOME FUND INC
Shares12.4K
Event2026-06-30
Filed2026-07-07
HYT
0.13%BLACKROCK CORPOR HI YLD FD I
Shares16.5K
Event2026-06-30
Filed2026-07-07
NVG
NewNUVEEN AMT FREE MUN CR INC F
Shares11.0K
Event2026-06-30
Filed2026-07-07
CYH
-0.05%COMMUNITY HEALTH SYS INC NEW
Shares33.1K
Event2026-06-30
Filed2026-07-07
FBRT
NewFRANKLIN BSP RLTY TR INC
Shares10.4K
Event2026-06-30
Filed2026-07-07
BRSP
NewBRIGHTSPIRE CAPITAL INC
Shares10.6K
Event2026-06-30
Filed2026-07-07
VGZ
0.00%VISTA GOLD CORP
Shares27.6K
Event2026-06-30
Filed2026-07-07
Call Option Holdings
STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T1.4K shares0.00%2026-06-302026-07-07
QQQ Call
NewINVESCO QQQ TR
Shares1.7K
Event2026-06-30
Filed2026-07-07
STATE STR SPDR S&P 500 ETF T Call
0.00%STATE STR SPDR S&P 500 ETF T
Shares1.4K
Event2026-06-30
Filed2026-07-07
SLV Call
-95.75%ISHARES SILVER TR
Shares2.5K
Event2026-06-30
Filed2026-07-07
AGQ Call
NewPROSHARES TR II
Shares100
Event2026-06-30
Filed2026-07-07
Put Option Holdings
STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-06-302026-07-07
QQQ Put
NewINVESCO QQQ TR
Shares1.7K
Event2026-06-30
Filed2026-07-07
STATE STR SPDR S&P 500 ETF T Put
0.00%STATE STR SPDR S&P 500 ETF T
Shares1.3K
Event2026-06-30
Filed2026-07-07
IWM Put
0.00%ISHARES TR
Shares500
Event2026-06-30
Filed2026-07-07
INTC Put
NewINTEL CORP
Shares700
Event2026-06-30
Filed2026-07-07