Sponsored

The Analysis of Blume Capital Management, Inc.'s Holdings & P&L

Currently, Blume Capital Management, Inc. holds 356 types of securities in its portfolio with a total value $674.4M. In the most recent quarter, they have increased their positions in VBIL (+142.8K shares, valued at $10.8M), N/A (+305.4K shares, valued at $7.2M), AMZN (+24.0K shares, valued at $5.7M); decreased their positions in MU (-16.3K shares, valued at $18.8M), N/A (-8.8K shares, valued at $6.3M), FDX (-9.8K shares, valued at $3.1M); initiated new positions in N/A (+305.4K shares, valued at $7.2M), TMUS (+13.8K shares, valued at $2.3M), ZBH (+24.1K shares, valued at $2.1M).

1M P&L

-5.0M-0.86%

3M P&L

+8.8M+1.56%

HY P&L

+59.5M+11.60%

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/A204.8M

35.3%

2Internet Content & Information47.6M

8.2%

3Banks - Diversified44.7M

7.7%

Top Industries by Stock Count

1N/A98 stocks

31.7%

2Drug Manufacturers - General11 stocks

3.6%

3Biotechnology8 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOG ALPHABET INC107.2K shares-0.42%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC25.9K shares-38.56%2026-06-302026-07-27

AAPL APPLE INC101.2K shares0.86%2026-06-302026-07-27

VBIL VANGUARD INSTL INDEX FD337.9K shares73.21%2026-06-302026-07-27

DFIC DIMENSIONAL ETF TRUST644.3K shares1.46%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC30.1K shares-22.57%2026-06-302026-07-27

C CITIGROUP INC148.8K shares-1.06%2026-06-302026-07-27

VCRB VANGUARD MALVERN FDS250.1K shares7.85%2026-06-302026-07-27

Sponsored

AMZN AMAZON COM INC76.5K shares45.72%2026-06-302026-07-27

DFCF DIMENSIONAL ETF TRUST427.5K shares-6.36%2026-06-302026-07-27

XLE SELECT SECTOR SPDR TR308.7K shares-0.17%2026-06-302026-07-27

SCHW SCHWAB CHARLES CORP169.6K shares0.97%2026-06-302026-07-27

FREEPORT MCMORAN INC FREEPORT MCMORAN INC226.8K shares-0.18%2026-06-302026-07-27

DFEM DIMENSIONAL ETF TRUST343.0K shares-0.22%2026-06-302026-07-27

JCPB J P MORGAN EXCHANGE TRADED F286.6K shares0.50%2026-06-302026-07-27

BAC BANK OF AMER CORP232.2K shares0.40%2026-06-302026-07-27

Sponsored

COF CAPITAL ONE FINL CORP65.6K shares1.63%2026-06-302026-07-27

UBER UBER TECHNOLOGIES INC171.3K shares8.34%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON45.1K shares-14.44%2026-06-302026-07-27

DFEV DIMENSIONAL ETF TRUST261.2K shares-0.36%2026-06-302026-07-27

WFC WELLS FARGO & CO128.8K shares2.61%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC18.9K shares3.31%2026-06-302026-07-27

MSFT MICROSOFT CORP27.5K shares13.52%2026-06-302026-07-27

NVDA NVIDIA CORPORATION50.4K shares15.96%2026-06-302026-07-27

Sponsored

CMCSA COMCAST CORP NEW402.4K shares11.86%2026-06-302026-07-27

DIS DISNEY WALT CO101.9K shares0.41%2026-06-302026-07-27

GOOGL ALPHABET INC26.6K shares-0.15%2026-06-302026-07-27

FDX FEDEX CORP29.0K shares-25.22%2026-06-302026-07-27

BKR BAKER HUGHES COMPANY155.3K shares-0.36%2026-06-302026-07-27

COHEN & STEERS ETF TRUST COHEN & STEERS ETF TRUST305.4K sharesnew addition2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS18.9K shares0.00%2026-06-302026-07-27

FI FISERV INC135.7K shares15.01%2026-06-302026-07-27

Sponsored

RIO RIO TINTO PLC67.7K shares-0.03%2026-06-302026-07-27

CNH CNH INDL N V560.7K shares0.17%2026-06-302026-07-27

ARES CAPITAL CORP ARES CAPITAL CORP330.5K shares-0.30%2026-06-302026-07-27

PFE PFIZER INC241.1K shares1.27%2026-06-302026-07-27

VCRM VANGUARD MUN BD FDS74.3K shares5.24%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL11.1K shares-1.59%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO16.5K shares-1.56%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC5.3K shares-6.98%2026-06-302026-07-27

Sponsored

WY WEYERHAEUSER CO217.2K shares0.88%2026-06-302026-07-27

IBB ISHARES TR27.1K shares-1.36%2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS84.0K shares4.28%2026-06-302026-07-27

VANECK ETF TRUST VANECK ETF TRUST65.3K shares-0.53%2026-06-302026-07-27

DE DEERE & CO7.6K shares2.30%2026-06-302026-07-27

CVS CVS HEALTH CORP44.1K shares-0.64%2026-06-302026-07-27

CHEWY INC CHEWY INC220.9K shares183.79%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.5K shares-0.98%2026-06-302026-07-27

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY10.7K shares-2.65%2026-06-302026-07-27

IFF INTERNATIONAL FLAVORS&FRAGRA49.1K shares6.42%2026-06-302026-07-27

DFAS DIMENSIONAL ETF TRUST47.1K shares-2.01%2026-06-302026-07-27

MLPX GLOBAL X FDS51.4K shares0.39%2026-06-302026-07-27

SLB SLB LIMITED78.1K shares-0.13%2026-06-302026-07-27

SGOV ISHARES TR33.4K shares-19.99%2026-06-302026-07-27

CSRE COHEN & STEERS ETF TRUST115.1K shares0.61%2026-06-302026-07-27

VTEB VANGUARD MUN BD FDS64.6K shares0.00%2026-06-302026-07-27

Sponsored

VGSH VANGUARD SCOTTSDALE FDS48.8K shares1062.02%2026-06-302026-07-27

NTR NUTRIEN LTD44.3K shares32018.12%2026-06-302026-07-27

AKRE PROFESIONALLY MANAGED PORTFO51.9K shares-1.64%2026-06-302026-07-27

XHLF BONDBLOXX ETF TRUST48.8K shares-2.62%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP17.0K shares0.00%2026-06-302026-07-27

TMUS T-MOBILE US INC13.8K sharesnew addition2026-06-302026-07-27

UNP UNION PAC CORP8.4K shares-0.30%2026-06-302026-07-27

ABNB AIRBNB INC14.9K shares-0.40%2026-06-302026-07-27

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC24.1K sharesnew addition2026-06-302026-07-27

SNY SANOFI SA47.7K shares-1.75%2026-06-302026-07-27

MTN VAIL RESORTS INC13.6K shares44.32%2026-06-302026-07-27

XFIV BONDBLOXX ETF TRUST34.9K shares-1.76%2026-06-302026-07-27

MEDTRONIC PLC MEDTRONIC PLC20.4K shares6704.67%2026-06-302026-07-27

DVN DEVON ENERGY CORP NEW36.4K shares2434.29%2026-06-302026-07-27

GBIL GOLDMAN SACHS ETF TR13.8K shares-5.10%2026-06-302026-07-27

CL COLGATE PALMOLIVE CO14.9K shares0.00%2026-06-302026-07-27

Sponsored

CCJ CAMECO CORP13.4K shares0.00%2026-06-302026-07-27

FSLR FIRST SOLAR INC5.6K shares-0.44%2026-06-302026-07-27

KO COCA COLA CO15.1K shares-3.21%2026-06-302026-07-27

LRCX LAM RESEARCH CORP2.7K shares-3.45%2026-06-302026-07-27

DFNM DIMENSIONAL ETF TRUST22.7K shares0.00%2026-06-302026-07-27

GE GE AEROSPACE2.9K shares0.62%2026-06-302026-07-27

CVX CHEVRON CORPORATION5.9K shares0.00%2026-06-302026-07-27

VTEL VANGUARD MUN BD FDS9.0K sharesnew addition2026-06-302026-07-27

Sponsored

EQT EQT CORP17.0K shares5.86%2026-06-302026-07-27

GEV GE VERNOVA INC743 shares-0.67%2026-06-302026-07-27

BROADCOM INC BROADCOM INC2.2K shares-2.89%2026-06-302026-07-27

DFIS DIMENSIONAL ETF TRUST23.1K shares0.00%2026-06-302026-07-27

DFAC DIMENSIONAL ETF TRUST17.6K shares0.00%2026-06-302026-07-27

DFIV DIMENSIONAL ETF TRUST13.2K shares0.00%2026-06-302026-07-27

SBUX STARBUCKS CORP6.6K shares-2.30%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO2.0K shares0.00%2026-06-302026-07-27

Sponsored

DUSA DAVIS FUNDAMENTAL ETF TR11.1K shares-8.25%2026-06-302026-07-27

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.8K sharesnew addition2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC5.2K shares0.00%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.0K shares1.93%2026-06-302026-07-27

GLD SPDR GOLD TR1.5K shares-18.62%2026-06-302026-07-27

VOO VANGUARD INDEX FDS689 shares-0.86%2026-06-302026-07-27

VISA INC VISA INC1.4K shares0.00%2026-06-302026-07-27

VDE VANGUARD WORLD FD3.0K shares-1.63%2026-06-302026-07-27

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T572 shares0.00%2026-06-302026-07-27

ADI ANALOG DEVICES INC1.1K shares-1.38%2026-06-302026-07-27

BKNG BOOKING HOLDINGS INC2.3K shares2400.00%2026-06-302026-07-27

GILD GILEAD SCIENCES INC3.2K shares-1.10%2026-06-302026-07-27

TOTR T ROWE PRICE EXCHANGE-TRADED9.3K shares0.00%2026-06-302026-07-27

DFAE DIMENSIONAL ETF TRUST8.4K shares0.00%2026-06-302026-07-27

DSI ISHARES TR2.4K shares0.00%2026-06-302026-07-27

SCHP SCHWAB STRATEGIC TR12.5K shares0.00%2026-06-302026-07-27

Sponsored

WMT WALMART INC2.9K shares0.00%2026-06-302026-07-27

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC950 shares0.00%2026-06-302026-07-27

VTEC VANGUARD CALIF TAX FREE FDS3.0K shares0.00%2026-06-302026-07-27

MCD MCDONALDS CORP973 shares0.00%2026-06-302026-07-27

BIL SPDR SERIES TRUST2.8K shares71.46%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC430 shares0.00%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC700 shares0.00%2026-06-302026-07-27

ITW ILLINOIS TOOL WKS INC875 shares-0.57%2026-06-302026-07-27

Sponsored

NBIS NEBIUS GROUP N.V.850 shares-2.86%2026-06-302026-07-27

PEP PEPSICO INC1.7K shares-10.35%2026-06-302026-07-27

AFL AFLAC INC2.0K shares0.00%2026-06-302026-07-27

IWB ISHARES TR550 shares0.00%2026-06-302026-07-27

TMSL T ROWE PRICE EXCHANGE-TRADED5.0K shares0.00%2026-06-302026-07-27

SCHO SCHWAB STRATEGIC TR8.9K shares0.00%2026-06-302026-07-27

QCOM QUALCOMM INC1.1K shares0.00%2026-06-302026-07-27

HIMS HIMS & HERS HEALTH INC5.6K shares5.75%2026-06-302026-07-27

Sponsored

AMGN AMGEN INC530 shares0.00%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED364 shares0.00%2026-06-302026-07-27

HRL HORMEL FOODS CORP7.5K shares0.00%2026-06-302026-07-27

BLK BLACKROCK INC190 shares0.00%2026-06-302026-07-27

MRK MERCK & CO INC1.4K shares0.00%2026-06-302026-07-27

BSV VANGUARD BD INDEX FDS2.2K shares0.00%2026-06-302026-07-27

HD HOME DEPOT INC485 shares0.00%2026-06-302026-07-27

AEP AMERICAN ELEC PWR CO INC1.2K shares0.00%2026-06-302026-07-27

Sponsored

INTC INTEL CORP1.2K shares0.00%2026-06-302026-07-27

TPYP TORTOISE CAPITAL SERIES TRUS3.9K shares0.00%2026-06-302026-07-27

3M CO 3M CO1.0K shares0.00%2026-06-302026-07-27

LIN LINDE PLC300 shares-3.23%2026-06-302026-07-27

COP CONOCOPHILLIPS1.5K shares0.00%2026-06-302026-07-27

PG PROCTER & GAMBLE CO1.0K shares-6.35%2026-06-302026-07-27

ISRG INTUITIVE SURGICAL INC375 shares0.00%2026-06-302026-07-27

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.0K shares0.00%2026-06-302026-07-27

Sponsored

EMR EMERSON ELEC CO1.0K shares0.00%2026-06-302026-07-27

FELG FIDELITY COVINGTON TRUST3.3K shares0.00%2026-06-302026-07-27

CNQ CANADIAN NAT RES LTD MED TER3.6K shares0.00%2026-06-302026-07-27

SOLS SOLSTICE ADVANCED MATLS INC1.6K shares8.19%2026-06-302026-07-27

VUSB VANGUARD BD INDEX FDS2.8K shares0.00%2026-06-302026-07-27

TMO THERMO FISHER SCIENTIFIC INC275 shares0.00%2026-06-302026-07-27

AMT AMERICAN TOWER CORP825 shares0.00%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS475 shares0.00%2026-06-302026-07-27

Sponsored

DHI D R HORTON INC775 shares0.00%2026-06-302026-07-27

PAYX PAYCHEX INC1.3K shares0.00%2026-06-302026-07-27

SNPS SYNOPSYS INC275 shares0.00%2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR4.1K shares263.68%2026-06-302026-07-27

TSLA TESLA INC272 shares10.12%2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC275 shares-5.17%2026-06-302026-07-27

DFAR DIMENSIONAL ETF TRUST4.4K shares0.00%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS700 shares0.00%2026-06-302026-07-27

Sponsored

UAL UNITED AIRLS HLDGS INC805 shares-8.52%2026-06-302026-07-27

T AT&T INC5.2K shares39.63%2026-06-302026-07-27

CRM SALESFORCE INC687 shares1.48%2026-06-302026-07-27

ED CONSOLIDATED EDISON INC971 shares0.00%2026-06-302026-07-27

BIV VANGUARD BD INDEX FDS1.4K shares-50.00%2026-06-302026-07-27

NYT NEW YORK TIMES CO MTN BE1.5K shares0.00%2026-06-302026-07-27

EEM ISHARES TR1.5K shares0.00%2026-06-302026-07-27

IWM ISHARES TR339 shares0.00%2026-06-302026-07-27

Sponsored

PRF INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-06-302026-07-27

ABT ABBOTT LABORATORIES1.1K shares43.60%2026-06-302026-07-27

TJX TJX COS INC NEW600 shares0.00%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC1.0K shares0.00%2026-06-302026-07-27

OKE ONEOK INC NEW1.0K shares0.00%2026-06-302026-07-27

DHR DANAHER CORP DEL450 shares0.00%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC2.0K shares0.00%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP165 shares0.00%2026-06-302026-07-27

Sponsored

IJH ISHARES TR1.1K shares0.00%2026-06-302026-07-27

KMI KINDER MORGAN INC DEL2.6K shares46.11%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR2.4K shares0.00%2026-06-302026-07-27

SCHA SCHWAB STRATEGIC TR2.2K shares9.84%2026-06-302026-07-27

GPC GENUINE PARTS CO666 shares0.00%2026-06-302026-07-27

SCHH SCHWAB STRATEGIC TR3.2K shares0.00%2026-06-302026-07-27

BDX BECTON DICKINSON & CO500 shares0.00%2026-06-302026-07-27

ISHARES TR ISHARES TR100 shares0.00%2026-06-302026-07-27

Sponsored

APD AIR PRODUCTS AND CHEMICALS I250 shares0.00%2026-06-302026-07-27

LLY ELI LILLY & CO60 shares0.00%2026-06-302026-07-27

LNG CHENIERE ENERGY INC300 shares0.00%2026-06-302026-07-27

CHTR CHARTER COMMUNICATIONS INC500 sharesnew addition2026-06-302026-07-27

FBIN FORTUNE BRANDS INNOVATIONS I1.3K shares0.00%2026-06-302026-07-27

IAU ISHARES GOLD TR920 shares0.00%2026-06-302026-07-27

VRSK VERISK ANALYTICS INC375 shares0.00%2026-06-302026-07-27

USB US BANCORP1.1K shares0.00%2026-06-302026-07-27

Sponsored

SHM SPDR SERIES TRUST1.3K shares0.00%2026-06-302026-07-27

SYK STRYKER CORPORATION200 shares0.00%2026-06-302026-07-27

UL UNILEVER PLC1.0K shares0.00%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO1.1K shares0.00%2026-06-302026-07-27

SPG SIMON PPTY GROUP INC NEW270 shares0.00%2026-06-302026-07-27

TC ENERGY CORP TC ENERGY CORP900 shares0.00%2026-06-302026-07-27

AFFIRM HLDGS INC AFFIRM HLDGS INC730 shares-3.31%2026-06-302026-07-27

VYMI VANGUARD WHITEHALL FDS606 shares0.00%2026-06-302026-07-27

Sponsored

IEMG ISHARES INC700 shares0.00%2026-06-302026-07-27

SCHV SCHWAB STRATEGIC TR1.6K shares10.00%2026-06-302026-07-27

IXUS ISHARES TR594 shares0.00%2026-06-302026-07-27

STRL STERLING INFRASTRUCTURE INC65 shares-13.33%2026-06-302026-07-27

VPLS VANGUARD MALVERN FDS700 sharesnew addition2026-06-302026-07-27

GEHC GE HEALTHCARE TECHNOLOGIES I846 shares0.71%2026-06-302026-07-27

ENB ENBRIDGE INC995 shares0.00%2026-06-302026-07-27

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP300 sharesnew addition2026-06-302026-07-27

Sponsored

SHOO MADDEN STEVEN LTD1.2K shares-20.00%2026-06-302026-07-27

VPU VANGUARD WORLD FD255 shares0.00%2026-06-302026-07-27

VCSH VANGUARD SCOTTSDALE FDS610 shares0.00%2026-06-302026-07-27

DOMINION ENERGY INC DOMINION ENERGY INC700 shares0.00%2026-06-302026-07-27

ADOBE INC ADOBE INC230 shares0.00%2026-06-302026-07-27

SHEL SHELL PLC600 shares0.00%2026-06-302026-07-27

VO VANGUARD INDEX FDS569 shares309.35%2026-06-302026-07-27

TEL TE CONNECTIVITY PLC225 shares0.00%2026-06-302026-07-27

Sponsored

OUST OUSTER INC725 shares-9.38%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC250 shares0.00%2026-06-302026-07-27

TRMB TRIMBLE INC850 shares0.00%2026-06-302026-07-27

GSK PLC GSK PLC800 shares0.00%2026-06-302026-07-27

RIG TRANSOCEAN LTD8.5K shares0.00%2026-06-302026-07-27

ASML ASML HLDG NV20 shares0.00%2026-06-302026-07-27

DFSE DIMENSIONAL ETF TRUST800 shares0.00%2026-06-302026-07-27

SCHM SCHWAB STRATEGIC TR1.1K shares0.00%2026-06-302026-07-27

Sponsored

SOFI SOFI TECHNOLOGIES INC2.1K shares43.33%2026-06-302026-07-27

URNM SPROTT FDS TR725 shares0.00%2026-06-302026-07-27

KBWB INVESCO EXCH TRADED FD TR II400 shares0.00%2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.510 shares0.00%2026-06-302026-07-27

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC237 sharesnew addition2026-06-302026-07-27

EIX EDISON INTL475 shares0.00%2026-06-302026-07-27

LOW LOWES COS INC160 shares0.00%2026-06-302026-07-27

WAT WATERS CORP94 shares0.00%2026-06-302026-07-27

Sponsored

ABCL ABCELLERA BIOLOGICS INC4.5K shares60.14%2026-06-302026-07-27

TDW TIDEWATER INC NEW525 shares0.00%2026-06-302026-07-27

REZI RESIDEO TECHNOLOGIES INC1.1K shares0.00%2026-06-302026-07-27

ISHARES TR ISHARES TR350 shares0.00%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR177 shares0.57%2026-06-302026-07-27

EPR EPR PPTYS542 sharesnew addition2026-06-302026-07-27

IP INTERNATIONAL PAPER CO800 shares0.00%2026-06-302026-07-27

FNDB SCHWAB STRATEGIC TR1.0K shares0.00%2026-06-302026-07-27

Sponsored

BE BLOOM ENERGY CORP100 shares0.00%2026-06-302026-07-27

ADSK AUTODESK INC150 shares0.00%2026-06-302026-07-27

GDXJ VANECK ETF TRUST290 shares0.00%2026-06-302026-07-27

AVB AVALONBAY CMNTYS INC150 shares0.00%2026-06-302026-07-27

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC200 shares0.00%2026-06-302026-07-27

DFGR DIMENSIONAL ETF TRUST905 shares0.00%2026-06-302026-07-27

GGAL GRUPO FINANCIERO GALICIA S.A500 shares0.00%2026-06-302026-07-27

FTV FORTIVE CORP400 shares0.00%2026-06-302026-07-27

Sponsored

GIS GENERAL MILLS INC700 shares0.00%2026-06-302026-07-27

VBR VANGUARD INDEX FDS100 shares0.00%2026-06-302026-07-27

CAH CARDINAL HEALTH INC100 shares0.00%2026-06-302026-07-27

PYPL PAYPAL HLDGS INC550 shares0.00%2026-06-302026-07-27

DAL DELTA AIR LINES INC250 shares0.00%2026-06-302026-07-27

KMX CARMAX INC435 shares0.00%2026-06-302026-07-27

HIG HARTFORD INSURANCE GROUP INC172 shares0.00%2026-06-302026-07-27

YUM YUM BRANDS INC140 shares0.00%2026-06-302026-07-27

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL100 shares0.00%2026-06-302026-07-27

SCHE SCHWAB STRATEGIC TR613 shares0.00%2026-06-302026-07-27

VGT VANGUARD WORLD FD184 shares700.00%2026-06-302026-07-27

LEVI LEVI STRAUSS & CO NEW866 sharesnew addition2026-06-302026-07-27

CAT CATERPILLAR INC20 shares-33.33%2026-06-302026-07-27

NVO NOVO-NORDISK A S437 shares0.00%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION110 shares0.00%2026-06-302026-07-27

BA BOEING CO95 shares0.00%2026-06-302026-07-27

Sponsored

IBRX IMMUNITYBIO INC2.3K sharesnew addition2026-06-302026-07-27

TUR ISHARES INC500 shares0.00%2026-06-302026-07-27

SOLV SOLVENTUM CORP250 shares0.00%2026-06-302026-07-27

RDDT REDDIT INC100 sharesnew addition2026-06-302026-07-27

CM CANADIAN IMPERIAL BANK OF CO150 shares0.00%2026-06-302026-07-27

CLX CLOROX CO DEL175 shares0.00%2026-06-302026-07-27

SCHF SCHWAB STRATEGIC TR581 shares222.78%2026-06-302026-07-27

CHE CHEMED CORP NEW34 shares0.00%2026-06-302026-07-27

Sponsored

QCLN FIRST TR EXCHANGE-TRADED FD250 shares0.00%2026-06-302026-07-27

GLXY GALAXY DIGITAL INC.550 shares10.00%2026-06-302026-07-27

BAX BAXTER INTL INC700 shares0.00%2026-06-302026-07-27

CVE CENOVUS ENERGY INC600 shares0.00%2026-06-302026-07-27

LOUP INNOVATOR ETFS TRUST150 sharesnew addition2026-06-302026-07-27

IGR CBRE GBL REAL ESTATE INC FD3.0K shares0.00%2026-06-302026-07-27

EMN EASTMAN CHEM CO200 shares0.00%2026-06-302026-07-27

VLTO VERALTO CORP150 shares0.00%2026-06-302026-07-27

Sponsored

LUV SOUTHWEST AIRLS CO258 shares0.00%2026-06-302026-07-27

AEROVIRONMENT INC AEROVIRONMENT INC80 shares14.29%2026-06-302026-07-27

MBC MASTERBRAND INC1.3K shares0.00%2026-06-302026-07-27

ETSY INC ETSY INC171 shares0.00%2026-06-302026-07-27

QQQ INVESCO QQQ TR17 shares-46.88%2026-06-302026-07-27

CORTEVA INC CORTEVA INC140 shares0.00%2026-06-302026-07-27

TEMPUS AI INC TEMPUS AI INC200 shares0.00%2026-06-302026-07-27

RRC RANGE RES CORP300 shares0.00%2026-06-302026-07-27

Sponsored

POWI POWER INTEGRATIONS INC125 sharesnew addition2026-06-302026-07-27

ZETA ZETA GLOBAL HOLDINGS CORP500 shares0.00%2026-06-302026-07-27

RAL RALLIANT CORP133 shares0.00%2026-06-302026-07-27

WPC WP CAREY INC134 shares0.00%2026-06-302026-07-27

CSNR COHEN & STEERS ETF TRUST250 shares0.00%2026-06-302026-07-27

F FORD MTR CO597 shares0.00%2026-06-302026-07-27

GM GENERAL MTRS CO103 shares0.00%2026-06-302026-07-27

ALPS ETF TR ALPS ETF TR153 shares0.00%2026-06-302026-07-27

Sponsored

AWK AMERICAN WTR WKS CO INC NEW60 shares0.00%2026-06-302026-07-27

NVS NOVARTIS AG50 sharesnew addition2026-06-302026-07-27

TSLX SIXTH STREET SPECIALTY LENDI450 shares0.00%2026-06-302026-07-27

KIM KIMCO REALTY CORP300 shares0.00%2026-06-302026-07-27

XYZ BLOCK INC100 shares0.00%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F124 shares0.00%2026-06-302026-07-27

SPYV SPDR SERIES TRUST112 shares0.00%2026-06-302026-07-27

DFSI DIMENSIONAL ETF TRUST150 shares0.00%2026-06-302026-07-27

Sponsored

EXEL EXELIXIS INC115 sharesnew addition2026-06-302026-07-27

WDAY WORKDAY INC50 shares0.00%2026-06-302026-07-27

MSI MOTOROLA SOLUTIONS INC14 sharesnew addition2026-06-302026-07-27

TOST TOAST INC200 shares0.00%2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR35 shares0.00%2026-06-302026-07-27

NFG NATIONAL FUEL GAS CO70 shares0.00%2026-06-302026-07-27

PBR PETROLEO BRASILEIRO S A300 shares0.00%2026-06-302026-07-27

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP50 sharesnew addition2026-06-302026-07-27

Sponsored

IVT INVENTRUST PPTYS CORP130 shares0.00%2026-06-302026-07-27

XLP SELECT SECTOR SPDR TR50 shares0.00%2026-06-302026-07-27

FTNT FORTINET INC25 sharesnew addition2026-06-302026-07-27

ORACLE CORP ORACLE CORP25 shares-50.00%2026-06-302026-07-27

VTV VANGUARD INDEX FDS16 shares100.00%2026-06-302026-07-27

GSBD GOLDMAN SACHS BDC INC350 shares0.00%2026-06-302026-07-27

XIFR XPLR INFRASTRUCTURE LP270 shares0.00%2026-06-302026-07-27

IGV ISHARES TR35 sharesnew addition2026-06-302026-07-27

Sponsored

MRNA MODERNA INC45 shares0.00%2026-06-302026-07-27

ECC EAGLE POINT CR CO750 shares0.00%2026-06-302026-07-27

CRSP CRISPR THERAPEUTICS AG50 sharesnew addition2026-06-302026-07-27

HRB BLOCK H & R INC66 shares0.00%2026-06-302026-07-27

VUG VANGUARD INDEX FDS29 sharesnew addition2026-06-302026-07-27

VSNT VERSANT MEDIA GROUP INC57 shares-99.93%2026-06-302026-07-27

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A4 shares0.00%2026-06-302026-07-27

LCID LUCID GROUP INC260 shares0.00%2026-06-302026-07-27

Sponsored

CI THE CIGNA GROUP6 sharesnew addition2026-06-302026-07-27

YUMC YUM CHINA HLDGS INC40 shares0.00%2026-06-302026-07-27

ODD ODDITY TECH LTD100 shares-48.72%2026-06-302026-07-27

ALB ALBEMARLE CORP10 shares0.00%2026-06-302026-07-27

VXUS VANGUARD STAR FDS15 sharesnew addition2026-06-302026-07-27

PINS PINTEREST INC60 shares0.00%2026-06-302026-07-27

TTD THE TRADE DESK INC63 shares0.00%2026-06-302026-07-27

IFN ABERDEEN INDIA FD INC88 shares0.00%2026-06-302026-07-27

Sponsored

SHOP SHOPIFY INC8 shares0.00%2026-06-302026-07-27

VB VANGUARD INDEX FDS3 sharesnew addition2026-06-302026-07-27

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC50 shares0.00%2026-06-302026-07-27

EPAM EPAM SYS INC10 shares0.00%2026-06-302026-07-27

TGT TARGET CORP6 shares0.00%2026-06-302026-07-27

RACE FERRARI N V2 shares0.00%2026-06-302026-07-27

DASH DOORDASH INC4 shares0.00%2026-06-302026-07-27

E L F BEAUTY INC E L F BEAUTY INC8 shares0.00%2026-06-302026-07-27

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2 shares0.00%2026-06-302026-07-27

MNKD MANNKIND CORP100 sharesnew addition2026-06-302026-07-27

NKE NIKE INC10 shares0.00%2026-06-302026-07-27

EMBC EMBECTA CORP100 shares0.00%2026-06-302026-07-27

SEDG SOLAREDGE TECHNOLOGIES INC5 shares0.00%2026-06-302026-07-27

RYLD GLOBAL X FDS15 shares0.00%2026-06-302026-07-27

PSKY PARAMOUNT SKYDANCE CORP20 shares0.00%2026-06-302026-07-27

SNAP SNAP INC41 shares0.00%2026-06-302026-07-27

Sponsored

TAP MOLSON COORS BEVERAGE CO3 shares0.00%2026-06-302026-07-27

DECK DECKERS OUTDOOR CORP1 shares0.00%2026-06-302026-07-27

INO INOVIO PHARMACEUTICALS INC83 shares0.00%2026-06-302026-07-27

NLOP NET LEASE OFFICE PROPERTIES8 shares0.00%2026-06-302026-07-27

HAL HALLIBURTON CO2 shares0.00%2026-06-302026-07-27

OGN ORGANON & CO5 shares0.00%2026-06-302026-07-27

CURB CURBLINE PPTYS CORP2 shares0.00%2026-06-302026-07-27

VTRS VIATRIS INC3 shares0.00%2026-06-302026-07-27

Sponsored

LNSR LENSAR INC7 sharesnew addition2026-06-302026-07-27

VGZ VISTA GOLD CORP16 shares-99.73%2026-06-302026-07-27

LXRX LEXICON PHARMACEUTICALS INC5 sharesnew addition2026-06-302026-07-27

SITC SITE CTRS CORP1 shares0.00%2026-06-302026-07-27

GOOG

ALPHABET INC

-0.42%

Shares107.2K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

-38.56%

Shares25.9K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

0.86%

Shares101.2K

Event2026-06-30

Filed2026-07-27

VBIL

VANGUARD INSTL INDEX FD

73.21%

Shares337.9K

Event2026-06-30

Filed2026-07-27

DFIC

DIMENSIONAL ETF TRUST

1.46%

Shares644.3K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

-22.57%

Shares30.1K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

-1.06%

Shares148.8K

Event2026-06-30

Filed2026-07-27

VCRB

VANGUARD MALVERN FDS

7.85%

Shares250.1K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

45.72%

Shares76.5K

Event2026-06-30

Filed2026-07-27

DFCF

DIMENSIONAL ETF TRUST

-6.36%

Shares427.5K

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

-0.17%

Shares308.7K

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

0.97%

Shares169.6K

Event2026-06-30

Filed2026-07-27

FREEPORT MCMORAN INC

-0.18%

Shares226.8K

Event2026-06-30

Filed2026-07-27

DFEM

DIMENSIONAL ETF TRUST

-0.22%

Shares343.0K

Event2026-06-30

Filed2026-07-27

JCPB

J P MORGAN EXCHANGE TRADED F

0.50%

Shares286.6K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

0.40%

Shares232.2K

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP

1.63%

Shares65.6K

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC

8.34%

Shares171.3K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

-14.44%

Shares45.1K

Event2026-06-30

Filed2026-07-27

DFEV

DIMENSIONAL ETF TRUST

-0.36%

Shares261.2K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

2.61%

Shares128.8K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

3.31%

Shares18.9K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

13.52%

Shares27.5K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

15.96%

Shares50.4K

Event2026-06-30

Filed2026-07-27

CMCSA

COMCAST CORP NEW

11.86%

Shares402.4K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

0.41%

Shares101.9K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

-0.15%

Shares26.6K

Event2026-06-30

Filed2026-07-27

FDX

FEDEX CORP

-25.22%

Shares29.0K

Event2026-06-30

Filed2026-07-27

BKR

BAKER HUGHES COMPANY

-0.36%

Shares155.3K

Event2026-06-30

Filed2026-07-27

COHEN & STEERS ETF TRUST

New

Shares305.4K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.00%

Shares18.9K

Event2026-06-30

Filed2026-07-27

FISERV INC

15.01%

Shares135.7K

Event2026-06-30

Filed2026-07-27

RIO

RIO TINTO PLC

-0.03%

Shares67.7K

Event2026-06-30

Filed2026-07-27

CNH

CNH INDL N V

0.17%

Shares560.7K

Event2026-06-30

Filed2026-07-27

ARES CAPITAL CORP

-0.30%

Shares330.5K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

1.27%

Shares241.1K

Event2026-06-30

Filed2026-07-27

VCRM

VANGUARD MUN BD FDS

5.24%

Shares74.3K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.59%

Shares11.1K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

-1.56%

Shares16.5K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

-6.98%

Shares5.3K

Event2026-06-30

Filed2026-07-27

WEYERHAEUSER CO

0.88%

Shares217.2K

Event2026-06-30

Filed2026-07-27

IBB

ISHARES TR

-1.36%

Shares27.1K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

4.28%

Shares84.0K

Event2026-06-30

Filed2026-07-27

VANECK ETF TRUST

-0.53%

Shares65.3K

Event2026-06-30

Filed2026-07-27

DEERE & CO

2.30%

Shares7.6K

Event2026-06-30

Filed2026-07-27

CVS

CVS HEALTH CORP

-0.64%

Shares44.1K

Event2026-06-30

Filed2026-07-27

CHEWY INC

183.79%

Shares220.9K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

-0.98%

Shares4.5K

Event2026-06-30

Filed2026-07-27

ELV

ELEVANCE HEALTH INC FORMERLY

-2.65%

Shares10.7K

Event2026-06-30

Filed2026-07-27

IFF

INTERNATIONAL FLAVORS&FRAGRA

6.42%

Shares49.1K

Event2026-06-30

Filed2026-07-27

DFAS

DIMENSIONAL ETF TRUST

-2.01%

Shares47.1K

Event2026-06-30

Filed2026-07-27

MLPX

GLOBAL X FDS

0.39%

Shares51.4K

Event2026-06-30

Filed2026-07-27

SLB

SLB LIMITED

-0.13%

Shares78.1K

Event2026-06-30

Filed2026-07-27

SGOV

ISHARES TR

-19.99%

Shares33.4K

Event2026-06-30

Filed2026-07-27

CSRE

COHEN & STEERS ETF TRUST

0.61%

Shares115.1K

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS

0.00%

Shares64.6K

Event2026-06-30

Filed2026-07-27

VGSH

VANGUARD SCOTTSDALE FDS

1062.02%

Shares48.8K

Event2026-06-30

Filed2026-07-27

NTR

NUTRIEN LTD

32018.12%

Shares44.3K

Event2026-06-30

Filed2026-07-27

AKRE

PROFESIONALLY MANAGED PORTFO

-1.64%

Shares51.9K

Event2026-06-30

Filed2026-07-27

XHLF

BONDBLOXX ETF TRUST

-2.62%

Shares48.8K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-27

TMUS

T-MOBILE US INC

New

Shares13.8K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

-0.30%

Shares8.4K

Event2026-06-30

Filed2026-07-27

ABNB

AIRBNB INC

-0.40%

Shares14.9K

Event2026-06-30

Filed2026-07-27

ZBH

ZIMMER BIOMET HOLDINGS INC

New

Shares24.1K

Event2026-06-30

Filed2026-07-27

SNY

SANOFI SA

-1.75%

Shares47.7K

Event2026-06-30

Filed2026-07-27

MTN

VAIL RESORTS INC

44.32%

Shares13.6K

Event2026-06-30

Filed2026-07-27

XFIV

BONDBLOXX ETF TRUST

-1.76%

Shares34.9K

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC

6704.67%

Shares20.4K

Event2026-06-30

Filed2026-07-27

DVN

DEVON ENERGY CORP NEW

2434.29%

Shares36.4K

Event2026-06-30

Filed2026-07-27

GBIL

GOLDMAN SACHS ETF TR

-5.10%

Shares13.8K

Event2026-06-30

Filed2026-07-27

COLGATE PALMOLIVE CO

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-27

CCJ

CAMECO CORP

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-27

FSLR

FIRST SOLAR INC

-0.44%

Shares5.6K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

-3.21%

Shares15.1K

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

-3.45%

Shares2.7K

Event2026-06-30

Filed2026-07-27

DFNM

DIMENSIONAL ETF TRUST

0.00%

Shares22.7K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

0.62%

Shares2.9K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-27

VTEL

VANGUARD MUN BD FDS

New

Shares9.0K

Event2026-06-30

Filed2026-07-27

EQT

EQT CORP

5.86%

Shares17.0K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

-0.67%

Shares743

Event2026-06-30

Filed2026-07-27

BROADCOM INC

-2.89%

Shares2.2K

Event2026-06-30

Filed2026-07-27

DFIS

DIMENSIONAL ETF TRUST

0.00%

Shares23.1K

Event2026-06-30

Filed2026-07-27

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares17.6K

Event2026-06-30

Filed2026-07-27

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

-2.30%

Shares6.6K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

DUSA

DAVIS FUNDAMENTAL ETF TR

-8.25%

Shares11.1K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

1.93%

Shares5.0K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

-18.62%

Shares1.5K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

-0.86%

Shares689

Event2026-06-30

Filed2026-07-27

VISA INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

VDE

VANGUARD WORLD FD

-1.63%

Shares3.0K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

0.00%

Shares572

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

-1.38%

Shares1.1K

Event2026-06-30

Filed2026-07-27

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares2.3K

Event2026-06-30

Filed2026-07-27

GILD

GILEAD SCIENCES INC

-1.10%

Shares3.2K

Event2026-06-30

Filed2026-07-27

TOTR

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-27

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-27

DSI

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-27

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-27

TRAVELERS COMPANIES INC

0.00%

Shares950

Event2026-06-30

Filed2026-07-27

VTEC

VANGUARD CALIF TAX FREE FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

0.00%

Shares973

Event2026-06-30

Filed2026-07-27

BIL

SPDR SERIES TRUST

71.46%

Shares2.8K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares430

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-27

ITW

ILLINOIS TOOL WKS INC

-0.57%

Shares875

Event2026-06-30

Filed2026-07-27

NBIS

NEBIUS GROUP N.V.

-2.86%

Shares850

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

-10.35%

Shares1.7K

Event2026-06-30

Filed2026-07-27

AFL

AFLAC INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR

0.00%

Shares550

Event2026-06-30

Filed2026-07-27

TMSL

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-27

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

HIMS

HIMS & HERS HEALTH INC

5.75%

Shares5.6K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

0.00%

Shares530

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

0.00%

Shares364

Event2026-06-30

Filed2026-07-27

HRL

HORMEL FOODS CORP

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

0.00%

Shares190

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

BSV

VANGUARD BD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

0.00%

Shares485

Event2026-06-30

Filed2026-07-27

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

TPYP

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-27

3M CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

LIN

LINDE PLC

-3.23%

Shares300

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

-6.35%

Shares1.0K

Event2026-06-30

Filed2026-07-27

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares375

Event2026-06-30

Filed2026-07-27

JOHNSON CONTROLS INTERNATION

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

FELG

FIDELITY COVINGTON TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-27

CNQ

CANADIAN NAT RES LTD MED TER

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-27

SOLS

SOLSTICE ADVANCED MATLS INC

8.19%

Shares1.6K

Event2026-06-30

Filed2026-07-27

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares275

Event2026-06-30

Filed2026-07-27

AMT

AMERICAN TOWER CORP

0.00%

Shares825

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares475

Event2026-06-30

Filed2026-07-27

DHI

D R HORTON INC

0.00%

Shares775

Event2026-06-30

Filed2026-07-27

PAYX

PAYCHEX INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

SNPS

SYNOPSYS INC

0.00%

Shares275

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

263.68%

Shares4.1K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

10.12%

Shares272

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

-5.17%

Shares275

Event2026-06-30

Filed2026-07-27

DFAR

DIMENSIONAL ETF TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares700

Event2026-06-30

Filed2026-07-27

UAL

UNITED AIRLS HLDGS INC

-8.52%

Shares805

Event2026-06-30

Filed2026-07-27

AT&T INC

39.63%

Shares5.2K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

1.48%

Shares687

Event2026-06-30

Filed2026-07-27

CONSOLIDATED EDISON INC

0.00%

Shares971

Event2026-06-30

Filed2026-07-27

BIV

VANGUARD BD INDEX FDS

-50.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

NYT

NEW YORK TIMES CO MTN BE

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

0.00%

Shares339

Event2026-06-30

Filed2026-07-27

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

43.60%

Shares1.1K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

0.00%

Shares600

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

OKE

ONEOK INC NEW

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

DHR

DANAHER CORP DEL

0.00%

Shares450

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

0.00%

Shares165

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

KMI

KINDER MORGAN INC DEL

46.11%

Shares2.6K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-27

SCHA

SCHWAB STRATEGIC TR

9.84%

Shares2.2K

Event2026-06-30

Filed2026-07-27

GPC

GENUINE PARTS CO

0.00%

Shares666

Event2026-06-30

Filed2026-07-27

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-27

BDX

BECTON DICKINSON & CO

0.00%

Shares500

Event2026-06-30

Filed2026-07-27

ISHARES TR

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares250

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

0.00%

Shares60

Event2026-06-30

Filed2026-07-27

LNG

CHENIERE ENERGY INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-27

CHTR

CHARTER COMMUNICATIONS INC

New

Shares500

Event2026-06-30

Filed2026-07-27

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

0.00%

Shares920

Event2026-06-30

Filed2026-07-27

VRSK

VERISK ANALYTICS INC

0.00%

Shares375

Event2026-06-30

Filed2026-07-27

USB

US BANCORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

SHM

SPDR SERIES TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

UNILEVER PLC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares270

Event2026-06-30

Filed2026-07-27

TC ENERGY CORP

0.00%

Shares900

Event2026-06-30

Filed2026-07-27

AFFIRM HLDGS INC

-3.31%

Shares730

Event2026-06-30

Filed2026-07-27

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares606

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-27

SCHV

SCHWAB STRATEGIC TR

10.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

IXUS

ISHARES TR

0.00%

Shares594

Event2026-06-30

Filed2026-07-27

STRL

STERLING INFRASTRUCTURE INC

-13.33%

Shares65

Event2026-06-30

Filed2026-07-27

VPLS

VANGUARD MALVERN FDS

New

Shares700

Event2026-06-30

Filed2026-07-27

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.71%

Shares846

Event2026-06-30

Filed2026-07-27

ENB

ENBRIDGE INC

0.00%

Shares995

Event2026-06-30

Filed2026-07-27

SPACE EXPLORATION TECHN CORP

New

Shares300

Event2026-06-30

Filed2026-07-27

SHOO

MADDEN STEVEN LTD

-20.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

VPU

VANGUARD WORLD FD

0.00%

Shares255

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares610

Event2026-06-30

Filed2026-07-27

DOMINION ENERGY INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-27

ADOBE INC

0.00%

Shares230

Event2026-06-30

Filed2026-07-27

SHEL

SHELL PLC

0.00%

Shares600

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

309.35%

Shares569

Event2026-06-30

Filed2026-07-27

TEL

TE CONNECTIVITY PLC

0.00%

Shares225

Event2026-06-30

Filed2026-07-27

OUST

OUSTER INC

-9.38%

Shares725

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-27

TRMB

TRIMBLE INC

0.00%

Shares850

Event2026-06-30

Filed2026-07-27

GSK PLC

0.00%

Shares800

Event2026-06-30

Filed2026-07-27

RIG

TRANSOCEAN LTD

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

0.00%

Shares20

Event2026-06-30

Filed2026-07-27

DFSE

DIMENSIONAL ETF TRUST

0.00%

Shares800

Event2026-06-30

Filed2026-07-27

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

SOFI

SOFI TECHNOLOGIES INC

43.33%

Shares2.1K

Event2026-06-30

Filed2026-07-27

URNM

SPROTT FDS TR

0.00%

Shares725

Event2026-06-30

Filed2026-07-27

KBWB

INVESCO EXCH TRADED FD TR II

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

0.00%

Shares510

Event2026-06-30

Filed2026-07-27

FEDEX FGHT HLDG CO INC

New

Shares237

Event2026-06-30

Filed2026-07-27

EIX

EDISON INTL

0.00%

Shares475

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

0.00%

Shares160

Event2026-06-30

Filed2026-07-27

WAT

WATERS CORP

0.00%

Shares94

Event2026-06-30

Filed2026-07-27

ABCL

ABCELLERA BIOLOGICS INC

60.14%

Shares4.5K

Event2026-06-30

Filed2026-07-27

TDW

TIDEWATER INC NEW

0.00%

Shares525

Event2026-06-30

Filed2026-07-27

REZI

RESIDEO TECHNOLOGIES INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

ISHARES TR

0.00%

Shares350

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

0.57%

Shares177

Event2026-06-30

Filed2026-07-27

EPR

EPR PPTYS

New

Shares542

Event2026-06-30

Filed2026-07-27

INTERNATIONAL PAPER CO

0.00%

Shares800

Event2026-06-30

Filed2026-07-27

FNDB

SCHWAB STRATEGIC TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

BLOOM ENERGY CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

ADSK

AUTODESK INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-27

GDXJ

VANECK ETF TRUST

0.00%

Shares290

Event2026-06-30

Filed2026-07-27

AVB

AVALONBAY CMNTYS INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-27

CONSTELLATION BRANDS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

DFGR

DIMENSIONAL ETF TRUST

0.00%

Shares905

Event2026-06-30

Filed2026-07-27

GGAL

GRUPO FINANCIERO GALICIA S.A

0.00%

Shares500

Event2026-06-30

Filed2026-07-27

FTV

FORTIVE CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

GIS

GENERAL MILLS INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

CAH

CARDINAL HEALTH INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

PYPL

PAYPAL HLDGS INC

0.00%

Shares550

Event2026-06-30

Filed2026-07-27

DAL

DELTA AIR LINES INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-27

KMX

CARMAX INC

0.00%

Shares435

Event2026-06-30

Filed2026-07-27

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares172

Event2026-06-30

Filed2026-07-27

YUM

YUM BRANDS INC

0.00%

Shares140

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares613

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

700.00%

Shares184

Event2026-06-30

Filed2026-07-27

LEVI

LEVI STRAUSS & CO NEW

New

Shares866

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

-33.33%

Shares20

Event2026-06-30

Filed2026-07-27

NVO

NOVO-NORDISK A S

0.00%

Shares437

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

0.00%

Shares110

Event2026-06-30

Filed2026-07-27

BOEING CO

0.00%

Shares95

Event2026-06-30

Filed2026-07-27

IBRX

IMMUNITYBIO INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-27

TUR

ISHARES INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-27

SOLV

SOLVENTUM CORP

0.00%

Shares250

Event2026-06-30

Filed2026-07-27

RDDT

REDDIT INC

New

Shares100

Event2026-06-30

Filed2026-07-27

CANADIAN IMPERIAL BANK OF CO

0.00%

Shares150

Event2026-06-30

Filed2026-07-27

CLX

CLOROX CO DEL

0.00%

Shares175

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR

222.78%

Shares581

Event2026-06-30

Filed2026-07-27

CHE

CHEMED CORP NEW

0.00%

Shares34

Event2026-06-30

Filed2026-07-27

QCLN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares250

Event2026-06-30

Filed2026-07-27

GLXY

GALAXY DIGITAL INC.

10.00%

Shares550

Event2026-06-30

Filed2026-07-27

BAX

BAXTER INTL INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-27

CVE

CENOVUS ENERGY INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-27

LOUP

INNOVATOR ETFS TRUST

New

Shares150

Event2026-06-30

Filed2026-07-27

IGR

CBRE GBL REAL ESTATE INC FD

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-27

EMN

EASTMAN CHEM CO

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

VLTO

VERALTO CORP

0.00%

Shares150

Event2026-06-30

Filed2026-07-27

LUV

SOUTHWEST AIRLS CO

0.00%

Shares258

Event2026-06-30

Filed2026-07-27

AEROVIRONMENT INC

14.29%

Shares80

Event2026-06-30

Filed2026-07-27

MBC

MASTERBRAND INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

ETSY INC

0.00%

Shares171

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-46.88%

Shares17

Event2026-06-30

Filed2026-07-27

CORTEVA INC

0.00%

Shares140

Event2026-06-30

Filed2026-07-27

TEMPUS AI INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

RRC

RANGE RES CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-27

POWI

POWER INTEGRATIONS INC

New

Shares125

Event2026-06-30

Filed2026-07-27

ZETA

ZETA GLOBAL HOLDINGS CORP

0.00%

Shares500

Event2026-06-30

Filed2026-07-27

RAL

RALLIANT CORP

0.00%

Shares133

Event2026-06-30

Filed2026-07-27

WPC

WP CAREY INC

0.00%

Shares134

Event2026-06-30

Filed2026-07-27

CSNR

COHEN & STEERS ETF TRUST

0.00%

Shares250

Event2026-06-30

Filed2026-07-27

FORD MTR CO

0.00%

Shares597

Event2026-06-30

Filed2026-07-27

GENERAL MTRS CO

0.00%

Shares103

Event2026-06-30

Filed2026-07-27

ALPS ETF TR

0.00%

Shares153

Event2026-06-30

Filed2026-07-27

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares60

Event2026-06-30

Filed2026-07-27

NVS

NOVARTIS AG

New

Shares50

Event2026-06-30

Filed2026-07-27

TSLX

SIXTH STREET SPECIALTY LENDI

0.00%

Shares450

Event2026-06-30

Filed2026-07-27

KIM

KIMCO REALTY CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-27

XYZ

BLOCK INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares124

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

0.00%

Shares112

Event2026-06-30

Filed2026-07-27

DFSI

DIMENSIONAL ETF TRUST

0.00%

Shares150

Event2026-06-30

Filed2026-07-27

EXEL

EXELIXIS INC

New

Shares115

Event2026-06-30

Filed2026-07-27

WDAY

WORKDAY INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-27

MSI

MOTOROLA SOLUTIONS INC

New

Shares14

Event2026-06-30

Filed2026-07-27

TOST

TOAST INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

0.00%

Shares35

Event2026-06-30

Filed2026-07-27

NFG

NATIONAL FUEL GAS CO

0.00%

Shares70

Event2026-06-30

Filed2026-07-27

PBR

PETROLEO BRASILEIRO S A

0.00%

Shares300

Event2026-06-30

Filed2026-07-27

ON SEMICONDUCTOR CORP

New

Shares50

Event2026-06-30

Filed2026-07-27

IVT

INVENTRUST PPTYS CORP

0.00%

Shares130

Event2026-06-30

Filed2026-07-27

XLP

SELECT SECTOR SPDR TR

0.00%

Shares50

Event2026-06-30

Filed2026-07-27

FTNT

FORTINET INC

New

Shares25

Event2026-06-30

Filed2026-07-27

ORACLE CORP

-50.00%

Shares25

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

100.00%

Shares16

Event2026-06-30

Filed2026-07-27

GSBD

GOLDMAN SACHS BDC INC

0.00%

Shares350

Event2026-06-30

Filed2026-07-27

XIFR

XPLR INFRASTRUCTURE LP

0.00%

Shares270

Event2026-06-30

Filed2026-07-27

IGV

ISHARES TR

New

Shares35

Event2026-06-30

Filed2026-07-27

MRNA

MODERNA INC

0.00%

Shares45

Event2026-06-30

Filed2026-07-27

ECC

EAGLE POINT CR CO

0.00%

Shares750

Event2026-06-30

Filed2026-07-27

CRSP

CRISPR THERAPEUTICS AG

New

Shares50

Event2026-06-30

Filed2026-07-27

HRB

BLOCK H & R INC

0.00%

Shares66

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

New

Shares29

Event2026-06-30

Filed2026-07-27

VSNT

VERSANT MEDIA GROUP INC

-99.93%

Shares57

Event2026-06-30

Filed2026-07-27

SPOTIFY TECHNOLOGY S A

0.00%

Shares4

Event2026-06-30

Filed2026-07-27

LCID

LUCID GROUP INC

0.00%

Shares260

Event2026-06-30

Filed2026-07-27

THE CIGNA GROUP

New

Shares6

Event2026-06-30

Filed2026-07-27

YUMC

YUM CHINA HLDGS INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-27

ODD

ODDITY TECH LTD

-48.72%

Shares100

Event2026-06-30

Filed2026-07-27

ALB

ALBEMARLE CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

New

Shares15

Event2026-06-30

Filed2026-07-27

PINS

PINTEREST INC

0.00%

Shares60

Event2026-06-30

Filed2026-07-27

TTD

THE TRADE DESK INC

0.00%

Shares63

Event2026-06-30

Filed2026-07-27

IFN

ABERDEEN INDIA FD INC

0.00%

Shares88

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

New

Shares3

Event2026-06-30

Filed2026-07-27

RIVIAN AUTOMOTIVE INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-27

EPAM

EPAM SYS INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-27

TGT

TARGET CORP

0.00%

Shares6

Event2026-06-30

Filed2026-07-27

RACE

FERRARI N V

0.00%

Shares2

Event2026-06-30

Filed2026-07-27

DASH

DOORDASH INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-27

E L F BEAUTY INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2

Event2026-06-30

Filed2026-07-27

MNKD

MANNKIND CORP

New

Shares100

Event2026-06-30

Filed2026-07-27

NKE

NIKE INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-27

EMBC

EMBECTA CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

SEDG

SOLAREDGE TECHNOLOGIES INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-27

RYLD

GLOBAL X FDS

0.00%

Shares15

Event2026-06-30

Filed2026-07-27

PSKY

PARAMOUNT SKYDANCE CORP

0.00%

Shares20

Event2026-06-30

Filed2026-07-27

SNAP

SNAP INC

0.00%

Shares41

Event2026-06-30

Filed2026-07-27

TAP

MOLSON COORS BEVERAGE CO

0.00%

Shares3

Event2026-06-30

Filed2026-07-27

DECK

DECKERS OUTDOOR CORP

0.00%

Shares1

Event2026-06-30

Filed2026-07-27

INO

INOVIO PHARMACEUTICALS INC

0.00%

Shares83

Event2026-06-30

Filed2026-07-27

NLOP

NET LEASE OFFICE PROPERTIES

0.00%

Shares8

Event2026-06-30

Filed2026-07-27

HAL

HALLIBURTON CO

0.00%

Shares2

Event2026-06-30

Filed2026-07-27

OGN

ORGANON & CO

0.00%

Shares5

Event2026-06-30

Filed2026-07-27

CURB

CURBLINE PPTYS CORP

0.00%

Shares2

Event2026-06-30

Filed2026-07-27

VTRS

VIATRIS INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-27

LNSR

LENSAR INC

New

Shares7

Event2026-06-30

Filed2026-07-27

VGZ

VISTA GOLD CORP

-99.73%

Shares16

Event2026-06-30

Filed2026-07-27

LXRX

LEXICON PHARMACEUTICALS INC

New

Shares5

Event2026-06-30

Filed2026-07-27

SITC

SITE CTRS CORP

0.00%

Shares1

Event2026-06-30

Filed2026-07-27

Call Option Holdings

ODD Call CallODDITY TECH LTD100 sharesnew addition2026-06-302026-07-27

ODD Call

ODDITY TECH LTD

New

Shares100

Event2026-06-30

Filed2026-07-27

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T10.0K shares733.33%2026-06-302026-07-27

QQQ Put PutINVESCO QQQ TR2.5K sharesnew addition2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

733.33%

Shares10.0K

Event2026-06-30

Filed2026-07-27

QQQ Put

INVESCO QQQ TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-27