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The Analysis of Bogart Wealth, LLC's Holdings & P&L

Currently, Bogart Wealth, LLC holds 2005 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in N/A (+1.2M shares, valued at $164.5M), IJR (+216.2K shares, valued at $32.1M), VOO (+36.6K shares, valued at $25.1M); decreased their positions in AUSF (-960.5K shares, valued at $46.9M), PANW (-47.3K shares, valued at $16.1M), HPE (-227.1K shares, valued at $10.2M); initiated new positions in N/A (+1.2M shares, valued at $164.5M), NLR (+29.0K shares, valued at $3.4M), N/A (+3.3K shares, valued at $566.3K).

1M P&L

+19.1M+0.76%

3M P&L

+54.5M+2.19%

HY P&L

+147.2M+6.16%

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/A1.7B

65.8%

2Semiconductors79.3M

3.2%

3Software - Infrastructure60.9M

2.4%

Top Industries by Stock Count

1N/A502 stocks

27.8%

2Software - Application48 stocks

2.7%

3Banks - Regional45 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD S&P 500 ETF287.4K shares14.59%2026-06-302026-07-24

ACWI ISHARES MSCI ACWI ETF1.0M shares1.72%2026-06-302026-07-24

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS1.2M sharesnew addition2026-06-302026-07-24

CGDV CAPITAL GROUP DIVIDEND VALUE ETF2.4M shares1.30%2026-06-302026-07-24

BND VANGUARD TOTAL BOND MARKET ETF1.6M shares4.44%2026-06-302026-07-24

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF1.2M shares2.40%2026-06-302026-07-24

UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF2.2M shares5.44%2026-06-302026-07-24

RECS COLUMBIA RESEARCH ENHANCED CORE ETF2.3M shares2.30%2026-06-302026-07-24

Sponsored

QQQM INVESCO NASDAQ 100 ETF267.5K shares0.23%2026-06-302026-07-24

JCPB JPMORGAN CORE PLUS BOND ETF1.7M shares9.26%2026-06-302026-07-24

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF1.9M shares1.53%2026-06-302026-07-24

XLG INVESCO S&P 500 TOP 50 ETF1.1M shares1.97%2026-06-302026-07-24

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF727.0K shares0.66%2026-06-302026-07-24

IEF ISHARES 7-10 YEAR TREASURY BOND ETF558.2K shares5.68%2026-06-302026-07-24

VEA VANGUARD FTSE DEVELOPED MARKETS ETF690.3K shares3.52%2026-06-302026-07-24

AVEM AVANTIS EMERGING MARKETS EQUITY ETF435.0K shares0.46%2026-06-302026-07-24

Sponsored

AAPL APPLE INC COM141.4K shares4.75%2026-06-302026-07-24

NVDA NVIDIA CORPORATION COM178.8K shares5.78%2026-06-302026-07-24

MSFT MICROSOFT CORP COM89.4K shares22.31%2026-06-302026-07-24

IJR ISHARES CORE S&P SMALL CAP ETF221.7K shares3946.29%2026-06-302026-07-24

GOOGL ALPHABET INC CAP STK CL A91.6K shares0.27%2026-06-302026-07-24

BROADCOM INC COM BROADCOM INC COM71.7K shares1.46%2026-06-302026-07-24

APPLIED MATLS INC COM APPLIED MATLS INC COM34.5K shares0.29%2026-06-302026-07-24

ASML ASML HLDG NV N Y REGISTRY SHS11.6K shares0.37%2026-06-302026-07-24

Sponsored

JAAA JANUS HENDERSON AAA CLO ETF445.0K shares5213.28%2026-06-302026-07-24

CISCO SYS INC COM CISCO SYS INC COM187.5K shares-18.99%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS COM75.7K shares5.28%2026-06-302026-07-24

AMZN AMAZON COM INC COM87.6K shares0.75%2026-06-302026-07-24

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF600.1K shares-0.41%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC COM16.8K shares-22.10%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC COM54.4K shares-46.49%2026-06-302026-07-24

QQQ INVESCO QQQ TRUST SERIES I25.2K shares2.87%2026-06-302026-07-24

Sponsored

VISA INC COM CL A VISA INC COM CL A52.7K shares2.60%2026-06-302026-07-24

CME CME GROUP INC COM74.4K shares26.54%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC COM66.6K shares4.64%2026-06-302026-07-24

NETFLIX INC. COM NETFLIX INC. COM225.5K shares42.11%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW COM NEW125.9K shares19.03%2026-06-302026-07-24

LLY ELI LILLY & CO COM12.9K shares1.78%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC COM85.7K shares4.06%2026-06-302026-07-24

HPE HEWLETT PACKARD ENTERPRISE CO COM334.9K shares-40.41%2026-06-302026-07-24

Sponsored

TGT TARGET CORP COM115.3K shares3.85%2026-06-302026-07-24

S&P GLOBAL INC COM S&P GLOBAL INC COM36.7K shares3.37%2026-06-302026-07-24

PCAR PACCAR INC COM124.2K shares19.08%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS30.8K shares1803.70%2026-06-302026-07-24

MEDTRONIC PLC SHS MEDTRONIC PLC SHS182.6K shares40.02%2026-06-302026-07-24

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF409.9K shares0.26%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL COM446.1K shares3.54%2026-06-302026-07-24

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A26.9K shares23.72%2026-06-302026-07-24

Sponsored

VRTX VERTEX PHARMACEUTICALS INC COM27.7K shares1.86%2026-06-302026-07-24

DTE DTE ENERGY CO COM89.5K shares4.64%2026-06-302026-07-24

DLR DIGITAL RLTY TR INC COM75.4K shares3.63%2026-06-302026-07-24

TFC TRUIST FINL CORP COM271.4K shares4.67%2026-06-302026-07-24

MELI MERCADOLIBRE INC COM7.9K shares32.32%2026-06-302026-07-24

EME EMCOR GROUP INC COM16.0K shares0.60%2026-06-302026-07-24

META PLATFORMS INC CL A META PLATFORMS INC CL A23.1K shares-13.54%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC COM303.6K shares5.15%2026-06-302026-07-24

Sponsored

PFE PFIZER INC COM512.3K shares5.30%2026-06-302026-07-24

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM37.4K shares3.04%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON COM45.3K shares6.58%2026-06-302026-07-24

ABBVIE INC COM ABBVIE INC COM45.1K shares6.38%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP COM31.9K shares2.21%2026-06-302026-07-24

QUANTA SVCS INC COM QUANTA SVCS INC COM15.4K shares-19.19%2026-06-302026-07-24

EMR EMERSON ELEC CO COM77.1K shares2.18%2026-06-302026-07-24

CVX CHEVRON CORPORATION COM65.0K shares3.29%2026-06-302026-07-24

Sponsored

SPG SIMON PPTY GROUP INC NEW COM47.5K shares2.65%2026-06-302026-07-24

SCHF SCHWAB INTERNATIONAL EQUITY ETF372.8K shares0.79%2026-06-302026-07-24

ORI OLD REP INTL CORP COM248.5K shares20.94%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP COM19.8K shares28.80%2026-06-302026-07-24

PG PROCTER & GAMBLE CO COM68.8K shares17.90%2026-06-302026-07-24

WMB WILLIAMS COS INC COM133.1K shares2.86%2026-06-302026-07-24

DOMINION ENERGY INC COM DOMINION ENERGY INC COM143.8K shares4.09%2026-06-302026-07-24

KLAC KLA CORP COM NEW31.8K shares563.52%2026-06-302026-07-24

Sponsored

MSI MOTOROLA SOLUTIONS INC COM NEW22.6K shares3076.48%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM10.0K shares0.12%2026-06-302026-07-24

T AT&T INC COM435.1K shares38.24%2026-06-302026-07-24

VICI VICI PPTYS INC COM338.2K shares27.53%2026-06-302026-07-24

GILD GILEAD SCIENCES INC COM70.1K shares4.03%2026-06-302026-07-24

BLK BLACKROCK INC COM9.1K shares4.13%2026-06-302026-07-24

HD HOME DEPOT INC COM24.6K shares5.46%2026-06-302026-07-24

GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX44.0K shares1.44%2026-06-302026-07-24

Sponsored

PHM PULTE GROUP INC COM61.5K shares2.99%2026-06-302026-07-24

SNPS SYNOPSYS INC COM18.6K shares0.77%2026-06-302026-07-24

WMT WALMART INC COM71.5K shares3.21%2026-06-302026-07-24

RSG REPUBLIC SVCS INC COM37.9K shares2.75%2026-06-302026-07-24

MCK MCKESSON CORP COM10.3K shares20.34%2026-06-302026-07-24

SHOP SHOPIFY INC CL A SUB VTG SHS65.1K shares5.44%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC COM101.3K shares3.31%2026-06-302026-07-24

GEV GE VERNOVA INC COM5.9K shares2971.88%2026-06-302026-07-24

Sponsored

GS GOLDMAN SACHS GROUP INC COM6.6K shares1461.85%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC COM NEW16.7K shares3.00%2026-06-302026-07-24

SYK STRYKER CORPORATION COM20.9K shares5.39%2026-06-302026-07-24

SPMO INVESCO S&P 500 MOMENTUM ETF40.5K shares73507.27%2026-06-302026-07-24

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF17.6K shares1.76%2026-06-302026-07-24

AME AMETEK INC COM26.1K shares1.49%2026-06-302026-07-24

AMGN AMGEN INC COM17.4K shares2.11%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING INC COM27.7K shares-35.55%2026-06-302026-07-24

Sponsored

VEEV VEEVA SYS INC CL A COM34.9K shares1.59%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP COM6.2K shares10067.21%2026-06-302026-07-24

SCHZ SCHWAB US AGGREGATE BOND ETF259.2K shares0.22%2026-06-302026-07-24

ADI ANALOG DEVICES INC COM14.8K shares-20.00%2026-06-302026-07-24

SCHE SCHWAB EMERGING MARKETS EQUITY ETF153.0K shares0.79%2026-06-302026-07-24

VCRB VANGUARD CORE BOND ETF71.3K shares8.82%2026-06-302026-07-24

XEL XCEL ENERGY INC COM65.0K shares2.69%2026-06-302026-07-24

RMD RESMED INC COM25.3K shares34.21%2026-06-302026-07-24

Sponsored

FLCB FRANKLIN U.S CORE BOND ETF192.8K shares0.13%2026-06-302026-07-24

RY ROYAL BK CDA COM19.7K shares0.00%2026-06-302026-07-24

IWF ISHARES RUSSELL 1000 GROWTH ETF29.5K shares301.31%2026-06-302026-07-24

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF20.6K shares38.93%2026-06-302026-07-24

NLR VANECK URANIUM AND NUCLEAR ETF29.0K sharesnew addition2026-06-302026-07-24

MO ALTRIA GROUP INC COM34.5K shares3.67%2026-06-302026-07-24

CAT CATERPILLAR INC COM2.0K shares22.63%2026-06-302026-07-24

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF2.9K shares1.04%2026-06-302026-07-24

Sponsored

SCHD SCHWAB US DIVIDEND EQUITY ETF61.7K shares28.71%2026-06-302026-07-24

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF2.6K shares34.52%2026-06-302026-07-24

SCHB SCHWAB U.S. BROAD MARKET ETF65.6K shares-3.61%2026-06-302026-07-24

GLD SPDR GOLD SHARES5.1K shares-2.36%2026-06-302026-07-24

VGT VANGUARD INFORMATION TECHNOLOGY ETF15.8K shares718.97%2026-06-302026-07-24

GOOG ALPHABET INC CAP STK CL C5.2K shares4.81%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC COM3.0K shares6.39%2026-06-302026-07-24

ESGU ISHARES ESG AWARE MSCI USA ETF10.8K shares0.23%2026-06-302026-07-24

Sponsored

VUG VANGUARD GROWTH ETF20.5K shares642.32%2026-06-302026-07-24

ORACLE CORP COM ORACLE CORP COM12.0K shares1.80%2026-06-302026-07-24

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF34.0K shares1.64%2026-06-302026-07-24

SHEL SHELL PLC SPON ADS20.8K shares185.95%2026-06-302026-07-24

IWD ISHARES RUSSELL 1000 VALUE ETF6.0K shares-0.42%2026-06-302026-07-24

TSLA TESLA INC COM3.4K shares11.74%2026-06-302026-07-24

FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF18.3K shares0.00%2026-06-302026-07-24

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF9.0K shares2.79%2026-06-302026-07-24

Sponsored

BNS BANK NOVA SCOTIA B C COM13.7K shares0.36%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L P COM28.9K shares0.50%2026-06-302026-07-24

ETN EATON CORP PLC SHS2.4K shares9.11%2026-06-302026-07-24

MRK MERCK & CO INC COM7.8K shares7.76%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW2.0K shares13.22%2026-06-302026-07-24

IJH ISHARES CORE S&P MID-CAP ETF12.3K shares-7.41%2026-06-302026-07-24

QUAL ISHARES MSCI USA QUALITY FACTOR ETF4.3K shares2.10%2026-06-302026-07-24

VTV VANGUARD VALUE ETF4.3K shares23.71%2026-06-302026-07-24

Sponsored

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF10.9K shares0.43%2026-06-302026-07-24

KO COCA COLA CO COM11.1K shares-86.54%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC CL C2.0K shares39.44%2026-06-302026-07-24

SCHM SCHWAB U.S. MID-CAP ETF23.4K shares0.01%2026-06-302026-07-24

QQQI NEOS NASDAQ 100 HIGH INCOME ETF15.1K shares-13.98%2026-06-302026-07-24

VONG VANGUARD RUSSELL 1000 GROWTH ETF6.6K shares0.00%2026-06-302026-07-24

IAU ISHARES GOLD TRUST11.1K shares0.00%2026-06-302026-07-24

IWB ISHARES RUSSELL 1000 ETF2.0K shares0.00%2026-06-302026-07-24

Sponsored

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF12.8K shares8.57%2026-06-302026-07-24

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF2.8K shares0.00%2026-06-302026-07-24

LRCX LAM RESEARCH CORP COM NEW1.8K shares10.86%2026-06-302026-07-24

SCYB SCHWAB HIGH YIELD BOND ETF29.9K shares-1.81%2026-06-302026-07-24

ROP ROPER TECHNOLOGIES INC COM2.2K shares0.49%2026-06-302026-07-24

IGM ISHARES EXPANDED TECH SECTOR ETF4.6K shares2.15%2026-06-302026-07-24

VFH VANGUARD FINANCIALS ETF5.6K shares0.00%2026-06-302026-07-24

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF7.3K shares11.14%2026-06-302026-07-24

Sponsored

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS759 shares56.49%2026-06-302026-07-24

VANGUARD RUSSELL 2000 ETF VANGUARD RUSSELL 2000 ETF6.0K shares39.23%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO COM7.9K shares11.26%2026-06-302026-07-24

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF8.1K shares-2.46%2026-06-302026-07-24

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF7.4K shares11.54%2026-06-302026-07-24

EFG ISHARES MSCI EAFE GROWTH ETF5.7K shares21.95%2026-06-302026-07-24

SNDK SANDISK CORP COM305 shares301.32%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A893 shares-0.78%2026-06-302026-07-24

Sponsored

WDC WESTERN DIGITAL CORP COM1.1K shares218.07%2026-06-302026-07-24

FBTC FIDELITY WISE ORIGIN BITCOIN FUND12.8K shares83.89%2026-06-302026-07-24

NOC NORTHROP GRUMMAN CORP COM1.3K shares0.39%2026-06-302026-07-24

VOOG VANGUARD S&P 500 GROWTH ETF7.9K shares8201.05%2026-06-302026-07-24

CMI CUMMINS INC COM907 shares2.02%2026-06-302026-07-24

IRM IRON MTN INC DEL COM5.1K shares30.00%2026-06-302026-07-24

HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND11.1K shares0.27%2026-06-302026-07-24

DE DEERE & CO COM982 shares0.92%2026-06-302026-07-24

Sponsored

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A5.0K shares30.96%2026-06-302026-07-24

VXF VANGUARD EXTENDED MARKET ETF2.5K shares0.20%2026-06-302026-07-24

GLW CORNING INC COM2.4K shares-5.15%2026-06-302026-07-24

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF9.8K shares1.36%2026-06-302026-07-24

RSP INVESCO S&P 500 EQUAL WEIGHT ETF2.8K shares4.49%2026-06-302026-07-24

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF9.4K shares302.02%2026-06-302026-07-24

SLV ISHARES SILVER TRUST10.8K shares0.55%2026-06-302026-07-24

HAL HALLIBURTON CO COM16.9K shares-0.47%2026-06-302026-07-24

Sponsored

IVW ISHARES S&P 500 GROWTH ETF4.2K shares0.39%2026-06-302026-07-24

AVDE AVANTIS INTERNATIONAL EQUITY ETF6.4K shares-2.18%2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK3.3K sharesnew addition2026-06-302026-07-24

AAOI APPLIED OPTOELECTRONICS INC COM3.8K sharesnew addition2026-06-302026-07-24

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF6.0K shares13.83%2026-06-302026-07-24

PEP PEPSICO INC COM4.0K shares14.41%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A4.6K shares-1.96%2026-06-302026-07-24

SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF11.1K shares124.70%2026-06-302026-07-24

Sponsored

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF5.2K shares-1.77%2026-06-302026-07-24

OHI OMEGA HEALTHCARE INVS INC COM10.7K shares-0.19%2026-06-302026-07-24

BX BLACKSTONE INC COM4.2K shares36.91%2026-06-302026-07-24

MCD MCDONALDS CORP COM1.8K shares8.56%2026-06-302026-07-24

INTC INTEL CORP COM3.5K shares51.96%2026-06-302026-07-24

MPLX MPLX LP COM UNIT REP LTD8.7K shares-10.06%2026-06-302026-07-24

EWY ISHARES MSCI SOUTH KOREA ETF2.4K shares4519.23%2026-06-302026-07-24

ENB ENBRIDGE INC COM8.9K shares4.35%2026-06-302026-07-24

Sponsored

VANECK GOLD MINERS ETF VANECK GOLD MINERS ETF6.3K shares94.55%2026-06-302026-07-24

BMO BANK MONTREAL MEDIUM COM2.7K shares12.17%2026-06-302026-07-24

LOW LOWES COS INC COM2.1K shares3.84%2026-06-302026-07-24

VBR VANGUARD SMALL CAP VALUE ETF1.9K shares124.40%2026-06-302026-07-24

BTI BRITISH AMERN TOB PLC SPONSORED ADR7.2K shares65.25%2026-06-302026-07-24

RTX CORPORATION COM RTX CORPORATION COM2.3K shares4.24%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC COM3.2K shares9.02%2026-06-302026-07-24

ESGD ISHARES ESG AWARE MSCI EAFE ETF4.2K shares-5.09%2026-06-302026-07-24

Sponsored

GTO INVESCO TOTAL RETURN BOND ETF9.1K shares-5.93%2026-06-302026-07-24

SCHX SCHWAB U.S. LARGE-CAP ETF14.5K shares36.82%2026-06-302026-07-24

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF3.5K shares0.12%2026-06-302026-07-24

RF REGIONS FINANCIAL CORP NEW COM13.3K shares0.01%2026-06-302026-07-24

IWP ISHARES RUSSELL MID-CAP GROWTH ETF2.7K shares1.12%2026-06-302026-07-24

OXY OCCIDENTAL PETE CORP COM7.9K shares-0.03%2026-06-302026-07-24

ET ENERGY TRANSFER L P COM UT LTD PTN19.9K shares0.05%2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF11.3K shares115.35%2026-06-302026-07-24

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VIG VANGUARD DIVIDEND APPRECIATION ETF1.6K shares-41.23%2026-06-302026-07-24

VO VANGUARD MID-CAP ETF4.6K shares304.58%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC COM1.2K shares646.99%2026-06-302026-07-24

BA BOEING CO COM1.7K shares33.33%2026-06-302026-07-24

PBR.A PETROLEO BRASILEIRO S A SP ADR NON VTG25.0K shares0.00%2026-06-302026-07-24

IWM ISHARES RUSSELL 2000 ETF1.2K shares15.73%2026-06-302026-07-24

AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF7.2K shares-99.26%2026-06-302026-07-24

ADOBE INC COM ADOBE INC COM1.7K shares0.30%2026-06-302026-07-24

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JEPI JPMORGAN EQUITY PREMIUM INCOME ETF6.0K shares200.65%2026-06-302026-07-24

GCOW PACER GLOBAL CASH COWS DIVIDEND ETF7.9K shares0.00%2026-06-302026-07-24

GE GE AEROSPACE COM NEW901 shares15.36%2026-06-302026-07-24

PRU PRUDENTIAL FINL INC COM3.1K shares10.63%2026-06-302026-07-24

HSY HERSHEY CO COM1.9K shares1.11%2026-06-302026-07-24

IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND6.4K shares0.05%2026-06-302026-07-24

VBK VANGUARD SMALL-CAP GROWTH ETF913 shares-3.18%2026-06-302026-07-24

PEG PUBLIC SVC ENTERPRISE GROUP COM4.1K shares2.01%2026-06-302026-07-24

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IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF3.2K shares14.35%2026-06-302026-07-24

CP CANADIAN PACIFIC KANSAS CITY COM3.6K shares0.00%2026-06-302026-07-24

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND3.7K shares2.66%2026-06-302026-07-24

VIS VANGUARD INDUSTRIALS ETF840 shares0.00%2026-06-302026-07-24

VNLA JANUS HENDERSON SHORT DURATION INCOME ETF6.2K shares-16.12%2026-06-302026-07-24

WELL WELLTOWER INC COM1.3K shares-0.38%2026-06-302026-07-24

TQQQ PROSHARES ULTRAPRO QQQ3.7K shares185250.00%2026-06-302026-07-24

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST422 shares0.00%2026-06-302026-07-24

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UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM703 shares12.66%2026-06-302026-07-24

VV VANGUARD LARGE-CAP ETF837 shares0.00%2026-06-302026-07-24

VDE VANGUARD ENERGY ETF1.9K shares0.00%2026-06-302026-07-24

TXN TEXAS INSTRS INC COM945 shares41.47%2026-06-302026-07-24

VWO VANGUARD FTSE EMERGING MARKETS ETF4.7K shares20.47%2026-06-302026-07-24

VB VANGUARD SMALL-CAP ETF915 shares5.17%2026-06-302026-07-24

SBUX STARBUCKS CORP COM2.7K shares42.37%2026-06-302026-07-24

VOE VANGUARD MID-CAP VALUE ETF1.4K shares16.81%2026-06-302026-07-24

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BIV VANGUARD INTERMEDIATE-TERM BOND ETF3.6K shares-21.75%2026-06-302026-07-24

ESGE ISHARES ESG AWARE MSCI EM ETF5.0K shares-0.85%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP COM1.1K shares-0.45%2026-06-302026-07-24

WFC WELLS FARGO & CO COM3.3K shares79.47%2026-06-302026-07-24

SOUTHERN CO COM SOUTHERN CO COM2.8K shares23.34%2026-06-302026-07-24

IJJ ISHARES S&P MID-CAP 400 VALUE ETF1.8K shares0.00%2026-06-302026-07-24

YUM YUM BRANDS INC COM1.6K shares9.43%2026-06-302026-07-24

CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF2.4K shares0.04%2026-06-302026-07-24

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USB US BANCORP COM NEW4.3K shares1.92%2026-06-302026-07-24

C CITIGROUP INC COM NEW1.8K shares468.32%2026-06-302026-07-24

VLO VALERO ENERGY CORP COM959 shares-19.07%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO COM737 shares12.01%2026-06-302026-07-24

XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF397 shares-11.19%2026-06-302026-07-24

MAR MARRIOTT INTL INC NEW CL A668 shares363.89%2026-06-302026-07-24

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST470 shares37.43%2026-06-302026-07-24

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER13.0K shares109.76%2026-06-302026-07-24

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SCHA SCHWAB U.S. SMALL-CAP ETF6.7K shares2.80%2026-06-302026-07-24

MUU DIREXION DAILY MU BULL 2X ETF230 sharesnew addition2026-06-302026-07-24

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF3.0K shares377.12%2026-06-302026-07-24

3M CO COM 3M CO COM1.4K shares-3.91%2026-06-302026-07-24

ARM ARM HOLDINGS PLC SPONSORED ADS650 shares-1.22%2026-06-302026-07-24

B BARRICK MNG CORP COM SHS6.2K shares0.00%2026-06-302026-07-24

FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF2.3K shares0.00%2026-06-302026-07-24

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF650 shares0.62%2026-06-302026-07-24

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IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF1.2K shares0.00%2026-06-302026-07-24

MS MORGAN STANLEY COM NEW1.1K shares10.94%2026-06-302026-07-24

JKHY HENRY JACK & ASSOC INC COM1.6K shares9.22%2026-06-302026-07-24

CMG CHIPOTLE MEXICAN GRILL INC COM6.3K shares81.29%2026-06-302026-07-24

MICROCHIP TECHNOLOGY INC. COM MICROCHIP TECHNOLOGY INC. COM2.3K shares0.61%2026-06-302026-07-24

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF9.7K shares0.00%2026-06-302026-07-24

EFV ISHARES MSCI EAFE VALUE ETF2.7K shares81.95%2026-06-302026-07-24

CRM SALESFORCE INC COM1.3K shares21.81%2026-06-302026-07-24

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HYMC HYCROFT MINING HOLDING CORP CL A NEW8.9K shares0.00%2026-06-302026-07-24

GBTC GRAYSCALE BITCOIN TRUST ETF4.6K shares8.66%2026-06-302026-07-24

VT VANGUARD TOTAL WORLD STOCK ETF1.3K shares0.15%2026-06-302026-07-24

Q QNITY ELECTRONICS INC COMMON STOCK1.3K shares-6.64%2026-06-302026-07-24

DIS DISNEY WALT CO COM2.1K shares16.64%2026-06-302026-07-24

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF2.1K shares-4.58%2026-06-302026-07-24

XCEM COLUMBIA EM CORE EX-CHINA ETF3.8K shares11.20%2026-06-302026-07-24

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF8.0K shares0.03%2026-06-302026-07-24

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GSY INVESCO ULTRA SHORT DURATION ETF4.0K shares0.00%2026-06-302026-07-24

SOFI SOFI TECHNOLOGIES INC COM11.1K shares0.29%2026-06-302026-07-24

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF2.4K shares0.08%2026-06-302026-07-24

GME GAMESTOP CORP CL A8.9K shares18.67%2026-06-302026-07-24

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF8.5K shares0.00%2026-06-302026-07-24

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF1.9K shares-2.50%2026-06-302026-07-24

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF8.1K shares-2.84%2026-06-302026-07-24

IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF9.3K shares0.00%2026-06-302026-07-24

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IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF8.0K shares0.00%2026-06-302026-07-24

HOOD ROBINHOOD MKTS INC COM CL A1.9K shares2.61%2026-06-302026-07-24

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF3.7K shares0.00%2026-06-302026-07-24

EMBJ EMBRAER S.A. SPONSORED ADS3.0K shares0.00%2026-06-302026-07-24

CCJ CAMECO CORP COM1.9K shares84.12%2026-06-302026-07-24

RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF5.8K shares0.14%2026-06-302026-07-24

CORTEVA INC COM CORTEVA INC COM2.2K shares9.28%2026-06-302026-07-24

MUB ISHARES NATIONAL MUNI BOND ETF1.8K shares5.37%2026-06-302026-07-24

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BAC BANK OF AMER CORP COM3.2K shares15.16%2026-06-302026-07-24

COF CAPITAL ONE FINL CORP COM909 shares73.80%2026-06-302026-07-24

ARES CAPITAL CORP COM ARES CAPITAL CORP COM9.8K shares250.09%2026-06-302026-07-24

COR CENCORA INC COM636 shares1.60%2026-06-302026-07-24

VRSN VERISIGN INC COM713 shares10085.71%2026-06-302026-07-24

QQQJ INVESCO NASDAQ NEXT GEN 100 ETF3.9K shares0.00%2026-06-302026-07-24

VTR VENTAS INC COM2.0K shares-0.94%2026-06-302026-07-24

AG FIRST MAJESTIC SILVER CORP COM10.5K shares39.54%2026-06-302026-07-24

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ABT ABBOTT LABORATORIES COM2.0K shares132.82%2026-06-302026-07-24

FAS DIREXION DAILY FINANCIAL BULL 3X ETF1.2K shares9.09%2026-06-302026-07-24

QCOM QUALCOMM INC COM954 shares13.98%2026-06-302026-07-24

CII BLACKROCK ENHANCED LARGE CAP C COM6.6K shares0.20%2026-06-302026-07-24

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF2.6K shares-2.84%2026-06-302026-07-24

UNP UNION PAC CORP COM634 shares2.59%2026-06-302026-07-24

VCR VANGUARD CONSUMER DISCRETIONARY ETF433 shares0.00%2026-06-302026-07-24

HL HECLA MINING COMPANY COM11.0K shares149.45%2026-06-302026-07-24

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IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF3.2K shares0.00%2026-06-302026-07-24

MMC MARSH & MCLENNAN COS INC COM1.0K shares-0.69%2026-06-302026-07-24

IVE ISHARES S&P 500 VALUE ETF741 shares-15.12%2026-06-302026-07-24

DGRO ISHARES CORE DIVIDEND GROWTH ETF2.2K shares-47.66%2026-06-302026-07-24

KKR KKR & CO INC COM1.8K shares0.00%2026-06-302026-07-24

USPX FRANKLIN U.S. EQUITY INDEX ETF2.5K shares0.00%2026-06-302026-07-24

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM1.9K shares1.31%2026-06-302026-07-24

CDE COEUR MNG INC COM NEW9.9K shares0.87%2026-06-302026-07-24

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GIS GENERAL MILLS INC COM4.6K shares9.02%2026-06-302026-07-24

PPLT ABRDN PHYSICAL PLATINUM SHARES ETF11.3K shares900.00%2026-06-302026-07-24

KMB KIMBERLY-CLARK CORP COM1.4K shares7.04%2026-06-302026-07-24

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF2.9K shares-0.03%2026-06-302026-07-24

KEY KEYCORP COM6.8K shares4.12%2026-06-302026-07-24

ALL ALLSTATE CORP COM655 shares9.35%2026-06-302026-07-24

FLDR FIDELITY LOW DURATION BOND FACTOR ETF3.1K shares-11.43%2026-06-302026-07-24

RR RICHTECH ROBOTICS INC CL B72.5K shares262.31%2026-06-302026-07-24

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LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF1.4K shares1.01%2026-06-302026-07-24

RPG INVESCO S&P 500 PURE GROWTH ETF2.4K shares0.04%2026-06-302026-07-24

KR KROGER CO COM2.7K shares9.09%2026-06-302026-07-24

VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF3.3K shares0.00%2026-06-302026-07-24

IYJ ISHARES U.S. INDUSTRIALS ETF856 sharesnew addition2026-06-302026-07-24

LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF1.5K shares0.00%2026-06-302026-07-24

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF2.4K shares1.90%2026-06-302026-07-24

UUUU ENERGY FUELS INC COM NEW9.5K shares209.24%2026-06-302026-07-24

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NEM NEWMONT CORP COM1.5K shares-0.27%2026-06-302026-07-24

DIREXION DAILY SEMICONDUCTOR BEAR 3X ETF DIREXION DAILY SEMICONDUCTOR BEAR 3X ETF41.9K sharesnew addition2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO COM2.3K shares-1.68%2026-06-302026-07-24

TJX TJX COS INC NEW COM865 shares42.98%2026-06-302026-07-24

SCCO SOUTHERN COPPER CORP COM750 shares417.24%2026-06-302026-07-24

XMHQ INVESCO S&P MIDCAP QUALITY ETF1.2K shares0.00%2026-06-302026-07-24

ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF1.0K shares0.00%2026-06-302026-07-24

VOT VANGUARD MID-CAP GROWTH ETF415 shares67.34%2026-06-302026-07-24

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FDVV FIDELITY HIGH DIVIDEND ETF2.1K shares0.63%2026-06-302026-07-24

VGK VANGUARD FTSE EUROPE ETF1.4K shares0.35%2026-06-302026-07-24

MLPA GLOBAL X MLP ETF2.4K shares1.86%2026-06-302026-07-24

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF2.5K shares-94.36%2026-06-302026-07-24

GDV GABELLI DIVID & INCOME TR COM4.2K shares0.00%2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP COM387 shares54.18%2026-06-302026-07-24

PAAS PAN AMERN SILVER CORP COM2.7K shares65.24%2026-06-302026-07-24

SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF1.0K shares-0.97%2026-06-302026-07-24

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HSBC HSBC HLDGS PLC SPON ADR NEW1.3K shares2.53%2026-06-302026-07-24

IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF4.7K shares0.00%2026-06-302026-07-24

CMCSA COMCAST CORP NEW CL A4.8K shares-6.79%2026-06-302026-07-24

FNCL FIDELITY MSCI FINANCIALS INDEX ETF1.5K shares0.00%2026-06-302026-07-24

CAVA CAVA GROUP INC COM1.5K shares-0.20%2026-06-302026-07-24

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR2.2K shares49.01%2026-06-302026-07-24

ODFL OLD DOMINION FREIGHT LINE INC COM542 shares6.07%2026-06-302026-07-24

ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART4.8K shares0.00%2026-06-302026-07-24

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EFA ISHARES MSCI EAFE ETF1.1K shares175.00%2026-06-302026-07-24

HUBB HUBBELL INC COM216 shares0.47%2026-06-302026-07-24

FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF2.6K shares-2.04%2026-06-302026-07-24

QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND332 shares98.80%2026-06-302026-07-24

ALERIAN MLP ETF ALERIAN MLP ETF2.1K shares1.89%2026-06-302026-07-24

MP MP MATERIALS CORP COM CL A1.9K shares-0.46%2026-06-302026-07-24

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD569 shares1.43%2026-06-302026-07-24

DUPONT DE NEMOURS INC COMMON STOCK DUPONT DE NEMOURS INC COMMON STOCK795 sharesnew addition2026-06-302026-07-24

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SERVICENOW INC COM SERVICENOW INC COM1.1K shares141.65%2026-06-302026-07-24

IHI ISHARES U.S. MEDICAL DEVICES ETF2.1K shares0.05%2026-06-302026-07-24

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF553 shares0.00%2026-06-302026-07-24

SCHP SCHWAB US TIPS ETF3.9K shares0.00%2026-06-302026-07-24

KHC KRAFT HEINZ CO COM4.4K shares202.07%2026-06-302026-07-24

RDDT REDDIT INC CL A595 shares8400.00%2026-06-302026-07-24

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF1.5K shares1.90%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC COM201 shares-97.79%2026-06-302026-07-24

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WPM WHEATON PRECIOUS METALS CORP COM891 shares0.00%2026-06-302026-07-24

ANGLOGOLD ASHANTI PLC COM SHS ANGLOGOLD ASHANTI PLC COM SHS1.2K shares4642.31%2026-06-302026-07-24

GOVT ISHARES U.S. TREASURY BOND ETF4.4K shares0.00%2026-06-302026-07-24

GARP ISHARES MSCI USA QUALITY GARP ETF1.2K shares0.00%2026-06-302026-07-24

WSM WILLIAMS SONOMA INC COM422 shares1.93%2026-06-302026-07-24

VG VENTURE GLOBAL INC COM CL A8.7K shares36.38%2026-06-302026-07-24

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM819 shares-9.50%2026-06-302026-07-24

APPLOVIN CORP COM CL A APPLOVIN CORP COM CL A188 shares9.94%2026-06-302026-07-24

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MGK VANGUARD MEGA CAP GROWTH ETF1.1K shares436.59%2026-06-302026-07-24

DHR DANAHER CORP DEL COM503 shares80.94%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO COM CL A286 shares2.14%2026-06-302026-07-24

URA GLOBAL X URANIUM ETF2.2K sharesnew addition2026-06-302026-07-24

SYY SYSCO CORP COM1.1K shares9.68%2026-06-302026-07-24

SMCI SUPER MICRO COMPUTER INC COM NEW3.2K shares-42.69%2026-06-302026-07-24

IWR ISHARES RUSSELL MIDCAP ETF849 shares0.12%2026-06-302026-07-24

MSM MSC INDL DIRECT INC CL A782 shares0.00%2026-06-302026-07-24

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COIN COINBASE GLOBAL INC COM CL A636 shares977.97%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC CL A1.6K shares9.57%2026-06-302026-07-24

CVS CVS HEALTH CORP COM890 shares15.28%2026-06-302026-07-24

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF1.8K shares-1.60%2026-06-302026-07-24

SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF1.0K shares0.00%2026-06-302026-07-24

REALLOYS INC COM REALLOYS INC COM6.2K shares19.63%2026-06-302026-07-24

FREEPORT MCMORAN INC CL B FREEPORT MCMORAN INC CL B1.4K shares12.26%2026-06-302026-07-24

VFMF VANGUARD U.S. MULTIFACTOR ETF500 shares0.00%2026-06-302026-07-24

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HIMS HIMS & HERS HEALTH INC COM CL A2.5K shares0.83%2026-06-302026-07-24

AVUV AVANTIS U.S. SMALL CAP VALUE ETF705 shares0.28%2026-06-302026-07-24

VONV VANGUARD RUSSELL 1000 VALUE ETF817 shares0.00%2026-06-302026-07-24

SMH VANECK SEMICONDUCTOR ETF132 shares-0.75%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC CL B807 shares6.46%2026-06-302026-07-24

TC ENERGY CORP COM TC ENERGY CORP COM1.3K shares14.74%2026-06-302026-07-24

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND1.8K shares0.00%2026-06-302026-07-24

USAR USA RARE EARTH INC COM4.0K shares-27.24%2026-06-302026-07-24

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ES EVERSOURCE ENERGY COM1.2K shares18.20%2026-06-302026-07-24

GWW WW GRAINGER INC COM63 shares12.50%2026-06-302026-07-24

STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF1.9K shares53.23%2026-06-302026-07-24

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF970 shares0.31%2026-06-302026-07-24

F FORD MTR CO COM6.1K shares-2.28%2026-06-302026-07-24

TRADR 2X LONG WDC DAILY ETF TRADR 2X LONG WDC DAILY ETF2.0K sharesnew addition2026-06-302026-07-24

ARCHER AVIATION INC COM CL A ARCHER AVIATION INC COM CL A17.8K shares28.39%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC COM310 shares49.04%2026-06-302026-07-24

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SCHO SCHWAB SHORT-TERM US TREASURY ETF3.5K shares0.67%2026-06-302026-07-24

GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF881 shares0.34%2026-06-302026-07-24

VHT VANGUARD HEALTH CARE ETF275 shares0.00%2026-06-302026-07-24

VPU VANGUARD UTILITIES ETF419 shares0.00%2026-06-302026-07-24

IWS ISHARES RUSSELL MID-CAP VALUE ETF498 shares0.00%2026-06-302026-07-24

ADSK AUTODESK INC COM421 shares-98.46%2026-06-302026-07-24

TEL TE CONNECTIVITY PLC ORD SHS403 shares8.92%2026-06-302026-07-24

DBA INVESCO DB AGRICULTURE FUND3.0K shares0.00%2026-06-302026-07-24

Sponsored

BTE BAYTEX ENERGY CORP COM20.0K sharesnew addition2026-06-302026-07-24

DLLL GRANITESHARES 2X LONG DELL DAILY ETF3.2K sharesnew addition2026-06-302026-07-24

EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF1.1K shares0.00%2026-06-302026-07-24

BTC GRAYSCALE BITCOIN MINI TRUST ETF3.1K shares1.99%2026-06-302026-07-24

TMUS T-MOBILE US INC COM474 shares-29.04%2026-06-302026-07-24

HSLV HIGHLANDER SILVER CORP COM17.0K shares0.00%2026-06-302026-07-24

APD AIR PRODUCTS AND CHEMICALS INC COM269 shares-16.46%2026-06-302026-07-24

MET METLIFE INC COM933 shares-0.85%2026-06-302026-07-24

Sponsored

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM239 shares11.68%2026-06-302026-07-24

ANET ARISTA NETWORKS INC COM SHS462 shares-27.13%2026-06-302026-07-24

DINO HF SINCLAIR CORP COM1.1K shares1.81%2026-06-302026-07-24

IVOO VANGUARD S&P MID-CAP 400 ETF601 shares6.00%2026-06-302026-07-24

IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF3.0K shares0.00%2026-06-302026-07-24

SMR NUSCALE PWR CORP CL A COM7.8K shares921.05%2026-06-302026-07-24

COPX GLOBAL X COPPER MINERS ETF1.0K shares0.00%2026-06-302026-07-24

YUMC YUM CHINA HLDGS INC COM1.9K shares-1.26%2026-06-302026-07-24

Sponsored

STRL STERLING INFRASTRUCTURE INC COM91 shares2.25%2026-06-302026-07-24

XRPC CANARY XRP ETF6.9K shares0.00%2026-06-302026-07-24

LIN LINDE PLC SHS146 shares40.38%2026-06-302026-07-24

LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF417 shares-50.36%2026-06-302026-07-24

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF1.8K shares0.06%2026-06-302026-07-24

FNV FRANCO NEV CORP COM360 shares0.00%2026-06-302026-07-24

IEUR ISHARES CORE MSCI EUROPE ETF996 shares0.00%2026-06-302026-07-24

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF3.4K shares0.06%2026-06-302026-07-24

Sponsored

ABR ARBOR REALTY TRUST INC COM13.8K shares1724.14%2026-06-302026-07-24

TOST TOAST INC CL A2.7K shares-2.34%2026-06-302026-07-24

PPG PPG INDS INC COM612 shares1700.00%2026-06-302026-07-24

CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES272 shares1713.33%2026-06-302026-07-24

WBD WARNER BROS DISCOVERY INC COM SER A2.8K shares8.28%2026-06-302026-07-24

AMERICAN AIRLINES GROUP INC COM AMERICAN AIRLINES GROUP INC COM4.1K shares5.60%2026-06-302026-07-24

JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF760 shares0.00%2026-06-302026-07-24

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM331 sharesnew addition2026-06-302026-07-24

Sponsored

GM GENERAL MTRS CO COM949 shares17.02%2026-06-302026-07-24

NKSH NATIONAL BANKSHARES INC VA COM2.0K shares0.00%2026-06-302026-07-24

IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF3.6K shares0.00%2026-06-302026-07-24

VTEB VANGUARD TAX-EXEMPT BOND ETF1.4K shares3.65%2026-06-302026-07-24

QBTS D-WAVE QUANTUM INC COM3.0K shares80.55%2026-06-302026-07-24

CHUBB LIMITED COM CHUBB LIMITED COM208 shares26.06%2026-06-302026-07-24

OPEN OPENDOOR TECHNOLOGIES INC COM15.3K shares335.71%2026-06-302026-07-24

FTNT FORTINET INC COM453 shares32.84%2026-06-302026-07-24

Sponsored

NKE NIKE INC CL B1.7K shares-20.53%2026-06-302026-07-24

IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF3.6K shares0.00%2026-06-302026-07-24

WAT WATERS CORP COM185 shares5.71%2026-06-302026-07-24

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF3.2K shares0.00%2026-06-302026-07-24

DRI DARDEN RESTAURANTS INC COM336 shares4.67%2026-06-302026-07-24

ANTERO MIDSTREAM CORP COM ANTERO MIDSTREAM CORP COM3.0K sharesnew addition2026-06-302026-07-24

IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF3.1K shares-7.48%2026-06-302026-07-24

IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF3.0K shares0.00%2026-06-302026-07-24

Sponsored

DIVB ISHARES CORE DIVIDEND ETF1.1K shares-0.09%2026-06-302026-07-24

QID PROSHARES ULTRASHORT QQQ5.0K sharesnew addition2026-06-302026-07-24

EXC EXELON CORP COM1.5K shares7.24%2026-06-302026-07-24

LEVERAGE SHARES 2X LONG TER DAILY ETF LEVERAGE SHARES 2X LONG TER DAILY ETF850 sharesnew addition2026-06-302026-07-24

STARWOOD PPTY TR INC COM STARWOOD PPTY TR INC COM4.1K shares1897.57%2026-06-302026-07-24

CG CARLYLE GROUP INC COM1.6K shares-0.94%2026-06-302026-07-24

CRWV COREWEAVE INC COM CL A665 shares-29.33%2026-06-302026-07-24

PAYX PAYCHEX INC COM665 shares15.05%2026-06-302026-07-24

Sponsored

NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF5.2K shares198.21%2026-06-302026-07-24

MICROSECTORS OIL & GAS EXP. & PROD. 3X LEVERAGED ETN MICROSECTORS OIL & GAS EXP. & PROD. 3X LEVERAGED ETN2.0K sharesnew addition2026-06-302026-07-24

SOXX ISHARES SEMICONDUCTOR ETF100 shares0.00%2026-06-302026-07-24

PLD PROLOGIS INC. COM471 shares-1.67%2026-06-302026-07-24

NVS NOVARTIS AG SPONSORED ADR406 shares3.57%2026-06-302026-07-24

UAL UNITED AIRLS HLDGS INC COM465 shares9.15%2026-06-302026-07-24

CLOUDFLARE INC CL A COM CLOUDFLARE INC CL A COM249 shares-1.58%2026-06-302026-07-24

RKLB ROCKET LAB CORP COM598 shares143.09%2026-06-302026-07-24

Sponsored

O REALTY INCOME CORP COM978 shares-6.32%2026-06-302026-07-24

ADVISORSHARES PURE US CANNABIS ETF ADVISORSHARES PURE US CANNABIS ETF11.9K shares0.00%2026-06-302026-07-24

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN1.5K shares0.00%2026-06-302026-07-24

TROW PRICE T ROWE GROUP INC COM528 shares8.20%2026-06-302026-07-24

CTAS CINTAS CORP COM352 shares27.08%2026-06-302026-07-24

AVXC AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF698 shares0.58%2026-06-302026-07-24

OLP ONE LIBERTY PPTYS INC COM2.4K shares0.00%2026-06-302026-07-24

QLTA ISHARES AAA-A RATED CORPORATE BOND ETF1.3K shares1.13%2026-06-302026-07-24

Sponsored

SDY STATE STREET SPDR S&P DIVIDEND ETF384 shares3.78%2026-06-302026-07-24

TM TOYOTA MOTOR CORP ADS346 shares0.58%2026-06-302026-07-24

IPAC ISHARES CORE MSCI PACIFIC ETF710 shares0.00%2026-06-302026-07-24

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF1.8K shares13.65%2026-06-302026-07-24

VOO

VANGUARD S&P 500 ETF

14.59%

Shares287.4K

Event2026-06-30

Filed2026-07-24

ACWI

ISHARES MSCI ACWI ETF

1.72%

Shares1.0M

Event2026-06-30

Filed2026-07-24

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares1.2M

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

1.30%

Shares2.4M

Event2026-06-30

Filed2026-07-24

BND

VANGUARD TOTAL BOND MARKET ETF

4.44%

Shares1.6M

Event2026-06-30

Filed2026-07-24

JIRE

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

2.40%

Shares1.2M

Event2026-06-30

Filed2026-07-24

UITB

VICTORYSHARES CORE INTERMEDIATE BOND ETF

5.44%

Shares2.2M

Event2026-06-30

Filed2026-07-24

RECS

COLUMBIA RESEARCH ENHANCED CORE ETF

2.30%

Shares2.3M

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO NASDAQ 100 ETF

0.23%

Shares267.5K

Event2026-06-30

Filed2026-07-24

JCPB

JPMORGAN CORE PLUS BOND ETF

9.26%

Shares1.7M

Event2026-06-30

Filed2026-07-24

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

1.53%

Shares1.9M

Event2026-06-30

Filed2026-07-24

XLG

INVESCO S&P 500 TOP 50 ETF

1.97%

Shares1.1M

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

0.66%

Shares727.0K

Event2026-06-30

Filed2026-07-24

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

5.68%

Shares558.2K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

3.52%

Shares690.3K

Event2026-06-30

Filed2026-07-24

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

0.46%

Shares435.0K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC COM

4.75%

Shares141.4K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION COM

5.78%

Shares178.8K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP COM

22.31%

Shares89.4K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES CORE S&P SMALL CAP ETF

3946.29%

Shares221.7K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC CAP STK CL A

0.27%

Shares91.6K

Event2026-06-30

Filed2026-07-24

BROADCOM INC COM

1.46%

Shares71.7K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC COM

0.29%

Shares34.5K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV N Y REGISTRY SHS

0.37%

Shares11.6K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS HENDERSON AAA CLO ETF

5213.28%

Shares445.0K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC COM

-18.99%

Shares187.5K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS COM

5.28%

Shares75.7K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC COM

0.75%

Shares87.6K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

-0.41%

Shares600.1K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC COM

-22.10%

Shares16.8K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC COM

-46.49%

Shares54.4K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TRUST SERIES I

2.87%

Shares25.2K

Event2026-06-30

Filed2026-07-24

VISA INC COM CL A

2.60%

Shares52.7K

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC COM

26.54%

Shares74.4K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC COM

4.64%

Shares66.6K

Event2026-06-30

Filed2026-07-24

NETFLIX INC. COM

42.11%

Shares225.5K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW COM NEW

19.03%

Shares125.9K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO COM

1.78%

Shares12.9K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC COM

4.06%

Shares85.7K

Event2026-06-30

Filed2026-07-24

HPE

HEWLETT PACKARD ENTERPRISE CO COM

-40.41%

Shares334.9K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP COM

3.85%

Shares115.3K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC COM

3.37%

Shares36.7K

Event2026-06-30

Filed2026-07-24

PCAR

PACCAR INC COM

19.08%

Shares124.2K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

1803.70%

Shares30.8K

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC SHS

40.02%

Shares182.6K

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

0.26%

Shares409.9K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL COM

3.54%

Shares446.1K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED CL A

23.72%

Shares26.9K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC COM

1.86%

Shares27.7K

Event2026-06-30

Filed2026-07-24

DTE

DTE ENERGY CO COM

4.64%

Shares89.5K

Event2026-06-30

Filed2026-07-24

DLR

DIGITAL RLTY TR INC COM

3.63%

Shares75.4K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP COM

4.67%

Shares271.4K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC COM

32.32%

Shares7.9K

Event2026-06-30

Filed2026-07-24

EME

EMCOR GROUP INC COM

0.60%

Shares16.0K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC CL A

-13.54%

Shares23.1K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC COM

5.15%

Shares303.6K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC COM

5.30%

Shares512.3K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO COM

3.04%

Shares37.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON COM

6.58%

Shares45.3K

Event2026-06-30

Filed2026-07-24

ABBVIE INC COM

6.38%

Shares45.1K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP COM

2.21%

Shares31.9K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC COM

-19.19%

Shares15.4K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO COM

2.18%

Shares77.1K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION COM

3.29%

Shares65.0K

Event2026-06-30

Filed2026-07-24

SPG

SIMON PPTY GROUP INC NEW COM

2.65%

Shares47.5K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.79%

Shares372.8K

Event2026-06-30

Filed2026-07-24

ORI

OLD REP INTL CORP COM

20.94%

Shares248.5K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP COM

28.80%

Shares19.8K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO COM

17.90%

Shares68.8K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC COM

2.86%

Shares133.1K

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC COM

4.09%

Shares143.8K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP COM NEW

563.52%

Shares31.8K

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC COM NEW

3076.48%

Shares22.6K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION COM

0.12%

Shares10.0K

Event2026-06-30

Filed2026-07-24

AT&T INC COM

38.24%

Shares435.1K

Event2026-06-30

Filed2026-07-24

VICI

VICI PPTYS INC COM

27.53%

Shares338.2K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC COM

4.03%

Shares70.1K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC COM

4.13%

Shares9.1K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC COM

5.46%

Shares24.6K

Event2026-06-30

Filed2026-07-24

GRID

FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX

1.44%

Shares44.0K

Event2026-06-30

Filed2026-07-24

PHM

PULTE GROUP INC COM

2.99%

Shares61.5K

Event2026-06-30

Filed2026-07-24

SNPS

SYNOPSYS INC COM

0.77%

Shares18.6K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC COM

3.21%

Shares71.5K

Event2026-06-30

Filed2026-07-24

RSG

REPUBLIC SVCS INC COM

2.75%

Shares37.9K

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP COM

20.34%

Shares10.3K

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC CL A SUB VTG SHS

5.44%

Shares65.1K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC COM

3.31%

Shares101.3K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC COM

2971.88%

Shares5.9K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC COM

1461.85%

Shares6.6K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC COM NEW

3.00%

Shares16.7K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION COM

5.39%

Shares20.9K

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO S&P 500 MOMENTUM ETF

73507.27%

Shares40.5K

Event2026-06-30

Filed2026-07-24

VANGUARD TOTAL STOCK MARKET ETF

1.76%

Shares17.6K

Event2026-06-30

Filed2026-07-24

AME

AMETEK INC COM

1.49%

Shares26.1K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC COM

2.11%

Shares17.4K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING INC COM

-35.55%

Shares27.7K

Event2026-06-30

Filed2026-07-24

VEEV

VEEVA SYS INC CL A COM

1.59%

Shares34.9K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP COM

10067.21%

Shares6.2K

Event2026-06-30

Filed2026-07-24

SCHZ

SCHWAB US AGGREGATE BOND ETF

0.22%

Shares259.2K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC COM

-20.00%

Shares14.8K

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

0.79%

Shares153.0K

Event2026-06-30

Filed2026-07-24

VCRB

VANGUARD CORE BOND ETF

8.82%

Shares71.3K

Event2026-06-30

Filed2026-07-24

XEL

XCEL ENERGY INC COM

2.69%

Shares65.0K

Event2026-06-30

Filed2026-07-24

RMD

RESMED INC COM

34.21%

Shares25.3K

Event2026-06-30

Filed2026-07-24

FLCB

FRANKLIN U.S CORE BOND ETF

0.13%

Shares192.8K

Event2026-06-30

Filed2026-07-24

ROYAL BK CDA COM

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES RUSSELL 1000 GROWTH ETF

301.31%

Shares29.5K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

38.93%

Shares20.6K

Event2026-06-30

Filed2026-07-24

NLR

VANECK URANIUM AND NUCLEAR ETF

New

Shares29.0K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC COM

3.67%

Shares34.5K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC COM

22.63%

Shares2.0K

Event2026-06-30

Filed2026-07-24

ISHARES CORE S&P 500 ETF

1.04%

Shares2.9K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB US DIVIDEND EQUITY ETF

28.71%

Shares61.7K

Event2026-06-30

Filed2026-07-24

STATE STREET SPDR S&P 500 ETF

34.52%

Shares2.6K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB U.S. BROAD MARKET ETF

-3.61%

Shares65.6K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD SHARES

-2.36%

Shares5.1K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

718.97%

Shares15.8K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC CAP STK CL C

4.81%

Shares5.2K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC COM

6.39%

Shares3.0K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES ESG AWARE MSCI USA ETF

0.23%

Shares10.8K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD GROWTH ETF

642.32%

Shares20.5K

Event2026-06-30

Filed2026-07-24

ORACLE CORP COM

1.80%

Shares12.0K

Event2026-06-30

Filed2026-07-24

EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

1.64%

Shares34.0K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC SPON ADS

185.95%

Shares20.8K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES RUSSELL 1000 VALUE ETF

-0.42%

Shares6.0K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC COM

11.74%

Shares3.4K

Event2026-06-30

Filed2026-07-24

FLQL

FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

2.79%

Shares9.0K

Event2026-06-30

Filed2026-07-24

BNS

BANK NOVA SCOTIA B C COM

0.36%

Shares13.7K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L P COM

0.50%

Shares28.9K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC SHS

9.11%

Shares2.4K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC COM

7.76%

Shares7.8K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

13.22%

Shares2.0K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES CORE S&P MID-CAP ETF

-7.41%

Shares12.3K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

2.10%

Shares4.3K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD VALUE ETF

23.71%

Shares4.3K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

0.43%

Shares10.9K

Event2026-06-30

Filed2026-07-24

COCA COLA CO COM

-86.54%

Shares11.1K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC CL C

39.44%

Shares2.0K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB U.S. MID-CAP ETF

0.01%

Shares23.4K

Event2026-06-30

Filed2026-07-24

QQQI

NEOS NASDAQ 100 HIGH INCOME ETF

-13.98%

Shares15.1K

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TRUST

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

RSPT

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

8.57%

Shares12.8K

Event2026-06-30

Filed2026-07-24

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP COM NEW

10.86%

Shares1.8K

Event2026-06-30

Filed2026-07-24

SCYB

SCHWAB HIGH YIELD BOND ETF

-1.81%

Shares29.9K

Event2026-06-30

Filed2026-07-24

ROP

ROPER TECHNOLOGIES INC COM

0.49%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IGM

ISHARES EXPANDED TECH SECTOR ETF

2.15%

Shares4.6K

Event2026-06-30

Filed2026-07-24

VFH

VANGUARD FINANCIALS ETF

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

11.14%

Shares7.3K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

56.49%

Shares759

Event2026-06-30

Filed2026-07-24

VANGUARD RUSSELL 2000 ETF

39.23%

Shares6.0K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO COM

11.26%

Shares7.9K

Event2026-06-30

Filed2026-07-24

EFAV

ISHARES MSCI EAFE MIN VOL FACTOR ETF

-2.46%

Shares8.1K

Event2026-06-30

Filed2026-07-24

ISHARES CORE MSCI EAFE ETF

11.54%

Shares7.4K

Event2026-06-30

Filed2026-07-24

EFG

ISHARES MSCI EAFE GROWTH ETF

21.95%

Shares5.7K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP COM

301.32%

Shares305

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC CL A

-0.78%

Shares893

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP COM

218.07%

Shares1.1K

Event2026-06-30

Filed2026-07-24

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

83.89%

Shares12.8K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP COM

0.39%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD S&P 500 GROWTH ETF

8201.05%

Shares7.9K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC COM

2.02%

Shares907

Event2026-06-30

Filed2026-07-24

IRM

IRON MTN INC DEL COM

30.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

HEDJ

WISDOMTREE EUROPE HEDGED EQUITY FUND

0.27%

Shares11.1K

Event2026-06-30

Filed2026-07-24

DEERE & CO COM

0.92%

Shares982

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND SHS CLASS A

30.96%

Shares5.0K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD EXTENDED MARKET ETF

0.20%

Shares2.5K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC COM

-5.15%

Shares2.4K

Event2026-06-30

Filed2026-07-24

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

1.36%

Shares9.8K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

4.49%

Shares2.8K

Event2026-06-30

Filed2026-07-24

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

302.02%

Shares9.4K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TRUST

0.55%

Shares10.8K

Event2026-06-30

Filed2026-07-24

HAL

HALLIBURTON CO COM

-0.47%

Shares16.9K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES S&P 500 GROWTH ETF

0.39%

Shares4.2K

Event2026-06-30

Filed2026-07-24

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

-2.18%

Shares6.4K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares3.3K

Event2026-06-30

Filed2026-07-24

AAOI

APPLIED OPTOELECTRONICS INC COM

New

Shares3.8K

Event2026-06-30

Filed2026-07-24

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

13.83%

Shares6.0K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC COM

14.41%

Shares4.0K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC CL A

-1.96%

Shares4.6K

Event2026-06-30

Filed2026-07-24

SPYD

STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF

124.70%

Shares11.1K

Event2026-06-30

Filed2026-07-24

ISHARES CORE U.S. AGGREGATE BOND ETF

-1.77%

Shares5.2K

Event2026-06-30

Filed2026-07-24

OHI

OMEGA HEALTHCARE INVS INC COM

-0.19%

Shares10.7K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC COM

36.91%

Shares4.2K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP COM

8.56%

Shares1.8K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP COM

51.96%

Shares3.5K

Event2026-06-30

Filed2026-07-24

MPLX

MPLX LP COM UNIT REP LTD

-10.06%

Shares8.7K

Event2026-06-30

Filed2026-07-24

EWY

ISHARES MSCI SOUTH KOREA ETF

4519.23%

Shares2.4K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC COM

4.35%

Shares8.9K

Event2026-06-30

Filed2026-07-24

VANECK GOLD MINERS ETF

94.55%

Shares6.3K

Event2026-06-30

Filed2026-07-24

BMO

BANK MONTREAL MEDIUM COM

12.17%

Shares2.7K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC COM

3.84%

Shares2.1K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD SMALL CAP VALUE ETF

124.40%

Shares1.9K

Event2026-06-30

Filed2026-07-24

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

65.25%

Shares7.2K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION COM

4.24%

Shares2.3K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC COM

9.02%

Shares3.2K

Event2026-06-30

Filed2026-07-24

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

-5.09%

Shares4.2K

Event2026-06-30

Filed2026-07-24

GTO

INVESCO TOTAL RETURN BOND ETF

-5.93%

Shares9.1K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB U.S. LARGE-CAP ETF

36.82%

Shares14.5K

Event2026-06-30

Filed2026-07-24

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

0.12%

Shares3.5K

Event2026-06-30

Filed2026-07-24

REGIONS FINANCIAL CORP NEW COM

0.01%

Shares13.3K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

1.12%

Shares2.7K

Event2026-06-30

Filed2026-07-24

OXY

OCCIDENTAL PETE CORP COM

-0.03%

Shares7.9K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P COM UT LTD PTN

0.05%

Shares19.9K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

115.35%

Shares11.3K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-41.23%

Shares1.6K

Event2026-06-30

Filed2026-07-24

VANGUARD MID-CAP ETF

304.58%

Shares4.6K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC COM

646.99%

Shares1.2K

Event2026-06-30

Filed2026-07-24

BOEING CO COM

33.33%

Shares1.7K

Event2026-06-30

Filed2026-07-24

PBR.A

PETROLEO BRASILEIRO S A SP ADR NON VTG

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES RUSSELL 2000 ETF

15.73%

Shares1.2K

Event2026-06-30

Filed2026-07-24

AUSF

GLOBAL X ADAPTIVE U.S. FACTOR ETF

-99.26%

Shares7.2K

Event2026-06-30

Filed2026-07-24

ADOBE INC COM

0.30%

Shares1.7K

Event2026-06-30

Filed2026-07-24

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

200.65%

Shares6.0K

Event2026-06-30

Filed2026-07-24

GCOW

PACER GLOBAL CASH COWS DIVIDEND ETF

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE COM NEW

15.36%

Shares901

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC COM

10.63%

Shares3.1K

Event2026-06-30

Filed2026-07-24

HSY

HERSHEY CO COM

1.11%

Shares1.9K

Event2026-06-30

Filed2026-07-24

IHDG

WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND

0.05%

Shares6.4K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD SMALL-CAP GROWTH ETF

-3.18%

Shares913

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP COM

2.01%

Shares4.1K

Event2026-06-30

Filed2026-07-24

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

14.35%

Shares3.2K

Event2026-06-30

Filed2026-07-24

CANADIAN PACIFIC KANSAS CITY COM

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

2.66%

Shares3.7K

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD INDUSTRIALS ETF

0.00%

Shares840

Event2026-06-30

Filed2026-07-24

VNLA

JANUS HENDERSON SHORT DURATION INCOME ETF

-16.12%

Shares6.2K

Event2026-06-30

Filed2026-07-24

WELL

WELLTOWER INC COM

-0.38%

Shares1.3K

Event2026-06-30

Filed2026-07-24

TQQQ

PROSHARES ULTRAPRO QQQ

185250.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

0.00%

Shares422

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC COM

12.66%

Shares703

Event2026-06-30

Filed2026-07-24

VANGUARD LARGE-CAP ETF

0.00%

Shares837

Event2026-06-30

Filed2026-07-24

VDE

VANGUARD ENERGY ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC COM

41.47%

Shares945

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD FTSE EMERGING MARKETS ETF

20.47%

Shares4.7K

Event2026-06-30

Filed2026-07-24

VANGUARD SMALL-CAP ETF

5.17%

Shares915

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP COM

42.37%

Shares2.7K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD MID-CAP VALUE ETF

16.81%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

-21.75%

Shares3.6K

Event2026-06-30

Filed2026-07-24

ESGE

ISHARES ESG AWARE MSCI EM ETF

-0.85%

Shares5.0K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP COM

-0.45%

Shares1.1K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO COM

79.47%

Shares3.3K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO COM

23.34%

Shares2.8K

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC COM

9.43%

Shares1.6K

Event2026-06-30

Filed2026-07-24

CWB

STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP COM NEW

1.92%

Shares4.3K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC COM NEW

468.32%

Shares1.8K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP COM

-19.07%

Shares959

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO COM

12.01%

Shares737

Event2026-06-30

Filed2026-07-24

XSD

STATE STREET SPDR S&P SEMICONDUCTOR ETF

-11.19%

Shares397

Event2026-06-30

Filed2026-07-24

MAR

MARRIOTT INTL INC NEW CL A

363.89%

Shares668

Event2026-06-30

Filed2026-07-24

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

37.43%

Shares470

Event2026-06-30

Filed2026-07-24

PSLV

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER

109.76%

Shares13.0K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB U.S. SMALL-CAP ETF

2.80%

Shares6.7K

Event2026-06-30

Filed2026-07-24

MUU

DIREXION DAILY MU BULL 2X ETF

New

Shares230

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

377.12%

Shares3.0K

Event2026-06-30

Filed2026-07-24

3M CO COM

-3.91%

Shares1.4K

Event2026-06-30

Filed2026-07-24

ARM

ARM HOLDINGS PLC SPONSORED ADS

-1.22%

Shares650

Event2026-06-30

Filed2026-07-24

BARRICK MNG CORP COM SHS

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

FIDU

FIDELITY MSCI INDUSTRIAL INDEX ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

0.62%

Shares650

Event2026-06-30

Filed2026-07-24

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY COM NEW

10.94%

Shares1.1K

Event2026-06-30

Filed2026-07-24

JKHY

HENRY JACK & ASSOC INC COM

9.22%

Shares1.6K

Event2026-06-30

Filed2026-07-24

CMG

CHIPOTLE MEXICAN GRILL INC COM

81.29%

Shares6.3K

Event2026-06-30

Filed2026-07-24

MICROCHIP TECHNOLOGY INC. COM

0.61%

Shares2.3K

Event2026-06-30

Filed2026-07-24

IBDV

ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES MSCI EAFE VALUE ETF

81.95%

Shares2.7K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC COM

21.81%

Shares1.3K

Event2026-06-30

Filed2026-07-24

HYMC

HYCROFT MINING HOLDING CORP CL A NEW

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-24

GBTC

GRAYSCALE BITCOIN TRUST ETF

8.66%

Shares4.6K

Event2026-06-30

Filed2026-07-24

VANGUARD TOTAL WORLD STOCK ETF

0.15%

Shares1.3K

Event2026-06-30

Filed2026-07-24

QNITY ELECTRONICS INC COMMON STOCK

-6.64%

Shares1.3K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO COM

16.64%

Shares2.1K

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

-4.58%

Shares2.1K

Event2026-06-30

Filed2026-07-24

XCEM

COLUMBIA EM CORE EX-CHINA ETF

11.20%

Shares3.8K

Event2026-06-30

Filed2026-07-24

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

0.03%

Shares8.0K

Event2026-06-30

Filed2026-07-24

GSY

INVESCO ULTRA SHORT DURATION ETF

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

SOFI

SOFI TECHNOLOGIES INC COM

0.29%

Shares11.1K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-24

GME

GAMESTOP CORP CL A

18.67%

Shares8.9K

Event2026-06-30

Filed2026-07-24

IBDU

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

-2.50%

Shares1.9K

Event2026-06-30

Filed2026-07-24

IBDS

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

-2.84%

Shares8.1K

Event2026-06-30

Filed2026-07-24

IBDW

ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-24

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-24

HOOD

ROBINHOOD MKTS INC COM CL A

2.61%

Shares1.9K

Event2026-06-30

Filed2026-07-24

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

EMBJ

EMBRAER S.A. SPONSORED ADS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

CCJ

CAMECO CORP COM

84.12%

Shares1.9K

Event2026-06-30

Filed2026-07-24

RSPH

INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF

0.14%

Shares5.8K

Event2026-06-30

Filed2026-07-24

CORTEVA INC COM

9.28%

Shares2.2K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES NATIONAL MUNI BOND ETF

5.37%

Shares1.8K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP COM

15.16%

Shares3.2K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP COM

73.80%

Shares909

Event2026-06-30

Filed2026-07-24

ARES CAPITAL CORP COM

250.09%

Shares9.8K

Event2026-06-30

Filed2026-07-24

COR

CENCORA INC COM

1.60%

Shares636

Event2026-06-30

Filed2026-07-24

VRSN

VERISIGN INC COM

10085.71%

Shares713

Event2026-06-30

Filed2026-07-24

QQQJ

INVESCO NASDAQ NEXT GEN 100 ETF

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

VTR

VENTAS INC COM

-0.94%

Shares2.0K

Event2026-06-30

Filed2026-07-24

FIRST MAJESTIC SILVER CORP COM

39.54%

Shares10.5K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES COM

132.82%

Shares2.0K

Event2026-06-30

Filed2026-07-24

FAS

DIREXION DAILY FINANCIAL BULL 3X ETF

9.09%

Shares1.2K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC COM

13.98%

Shares954

Event2026-06-30

Filed2026-07-24

CII

BLACKROCK ENHANCED LARGE CAP C COM

0.20%

Shares6.6K

Event2026-06-30

Filed2026-07-24

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

-2.84%

Shares2.6K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP COM

2.59%

Shares634

Event2026-06-30

Filed2026-07-24

VCR

VANGUARD CONSUMER DISCRETIONARY ETF

0.00%

Shares433

Event2026-06-30

Filed2026-07-24

HECLA MINING COMPANY COM

149.45%

Shares11.0K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

MMC

MARSH & MCLENNAN COS INC COM

-0.69%

Shares1.0K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES S&P 500 VALUE ETF

-15.12%

Shares741

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-47.66%

Shares2.2K

Event2026-06-30

Filed2026-07-24

KKR

KKR & CO INC COM

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

USPX

FRANKLIN U.S. EQUITY INDEX ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC COM

1.31%

Shares1.9K

Event2026-06-30

Filed2026-07-24

CDE

COEUR MNG INC COM NEW

0.87%

Shares9.9K

Event2026-06-30

Filed2026-07-24

GIS

GENERAL MILLS INC COM

9.02%

Shares4.6K

Event2026-06-30

Filed2026-07-24

PPLT

ABRDN PHYSICAL PLATINUM SHARES ETF

900.00%

Shares11.3K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP COM

7.04%

Shares1.4K

Event2026-06-30

Filed2026-07-24

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-0.03%

Shares2.9K

Event2026-06-30

Filed2026-07-24

KEY

KEYCORP COM

4.12%

Shares6.8K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP COM

9.35%

Shares655

Event2026-06-30

Filed2026-07-24

FLDR

FIDELITY LOW DURATION BOND FACTOR ETF

-11.43%

Shares3.1K

Event2026-06-30

Filed2026-07-24

RICHTECH ROBOTICS INC CL B

262.31%

Shares72.5K

Event2026-06-30

Filed2026-07-24

LQD

ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF

1.01%

Shares1.4K

Event2026-06-30

Filed2026-07-24

RPG

INVESCO S&P 500 PURE GROWTH ETF

0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-24

KROGER CO COM

9.09%

Shares2.7K

Event2026-06-30

Filed2026-07-24

VNQI

VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

IYJ

ISHARES U.S. INDUSTRIALS ETF

New

Shares856

Event2026-06-30

Filed2026-07-24

LQDH

ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

1.90%

Shares2.4K

Event2026-06-30

Filed2026-07-24

UUUU

ENERGY FUELS INC COM NEW

209.24%

Shares9.5K

Event2026-06-30

Filed2026-07-24

NEM

NEWMONT CORP COM

-0.27%

Shares1.5K

Event2026-06-30

Filed2026-07-24

DIREXION DAILY SEMICONDUCTOR BEAR 3X ETF

New

Shares41.9K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO COM

-1.68%

Shares2.3K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW COM

42.98%

Shares865

Event2026-06-30

Filed2026-07-24

SCCO

SOUTHERN COPPER CORP COM

417.24%

Shares750

Event2026-06-30

Filed2026-07-24

XMHQ

INVESCO S&P MIDCAP QUALITY ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

ONEY

STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD MID-CAP GROWTH ETF

67.34%

Shares415

Event2026-06-30

Filed2026-07-24

FDVV

FIDELITY HIGH DIVIDEND ETF

0.63%

Shares2.1K

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD FTSE EUROPE ETF

0.35%

Shares1.4K

Event2026-06-30

Filed2026-07-24

MLPA

GLOBAL X MLP ETF

1.86%

Shares2.4K

Event2026-06-30

Filed2026-07-24

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

-94.36%

Shares2.5K

Event2026-06-30

Filed2026-07-24

GDV

GABELLI DIVID & INCOME TR COM

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP COM

54.18%

Shares387

Event2026-06-30

Filed2026-07-24

PAAS

PAN AMERN SILVER CORP COM

65.24%

Shares2.7K

Event2026-06-30

Filed2026-07-24

SLYG

STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF

-0.97%

Shares1.0K

Event2026-06-30

Filed2026-07-24

HSBC

HSBC HLDGS PLC SPON ADR NEW

2.53%

Shares1.3K

Event2026-06-30

Filed2026-07-24

IBDX

ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW CL A

-6.79%

Shares4.8K

Event2026-06-30

Filed2026-07-24

FNCL

FIDELITY MSCI FINANCIALS INDEX ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

CAVA

CAVA GROUP INC COM

-0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-24

GSK PLC SPONSORED ADR

49.01%

Shares2.2K

Event2026-06-30

Filed2026-07-24

ODFL

OLD DOMINION FREIGHT LINE INC COM

6.07%

Shares542

Event2026-06-30

Filed2026-07-24

ARLP

ALLIANCE RESOURCE PARTNERS L P UT LTD PART

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES MSCI EAFE ETF

175.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

HUBB

HUBBELL INC COM

0.47%

Shares216

Event2026-06-30

Filed2026-07-24

FIXD

FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF

-2.04%

Shares2.6K

Event2026-06-30

Filed2026-07-24

QTEC

FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND

98.80%

Shares332

Event2026-06-30

Filed2026-07-24

ALERIAN MLP ETF

1.89%

Shares2.1K

Event2026-06-30

Filed2026-07-24

MP MATERIALS CORP COM CL A

-0.46%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC ORD

1.43%

Shares569

Event2026-06-30

Filed2026-07-24

DUPONT DE NEMOURS INC COMMON STOCK

New

Shares795

Event2026-06-30

Filed2026-07-24

SERVICENOW INC COM

141.65%

Shares1.1K

Event2026-06-30

Filed2026-07-24

IHI

ISHARES U.S. MEDICAL DEVICES ETF

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-24

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares553

Event2026-06-30

Filed2026-07-24

SCHP

SCHWAB US TIPS ETF

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

KHC

KRAFT HEINZ CO COM

202.07%

Shares4.4K

Event2026-06-30

Filed2026-07-24

RDDT

REDDIT INC CL A

8400.00%

Shares595

Event2026-06-30

Filed2026-07-24

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

1.90%

Shares1.5K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC COM

-97.79%

Shares201

Event2026-06-30

Filed2026-07-24

WPM

WHEATON PRECIOUS METALS CORP COM

0.00%

Shares891

Event2026-06-30

Filed2026-07-24

ANGLOGOLD ASHANTI PLC COM SHS

4642.31%

Shares1.2K

Event2026-06-30

Filed2026-07-24

GOVT

ISHARES U.S. TREASURY BOND ETF

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

GARP

ISHARES MSCI USA QUALITY GARP ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

WSM

WILLIAMS SONOMA INC COM

1.93%

Shares422

Event2026-06-30

Filed2026-07-24

VENTURE GLOBAL INC COM CL A

36.38%

Shares8.7K

Event2026-06-30

Filed2026-07-24

APOLLO GLOBAL MGMT INC COM

-9.50%

Shares819

Event2026-06-30

Filed2026-07-24

APPLOVIN CORP COM CL A

9.94%

Shares188

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD MEGA CAP GROWTH ETF

436.59%

Shares1.1K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL COM

80.94%

Shares503

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO COM CL A

2.14%

Shares286

Event2026-06-30

Filed2026-07-24

URA

GLOBAL X URANIUM ETF

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

SYY

SYSCO CORP COM

9.68%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SMCI

SUPER MICRO COMPUTER INC COM NEW

-42.69%

Shares3.2K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES RUSSELL MIDCAP ETF

0.12%

Shares849

Event2026-06-30

Filed2026-07-24

MSM

MSC INDL DIRECT INC CL A

0.00%

Shares782

Event2026-06-30

Filed2026-07-24

COIN

COINBASE GLOBAL INC COM CL A

977.97%

Shares636

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC CL A

9.57%

Shares1.6K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP COM

15.28%

Shares890

Event2026-06-30

Filed2026-07-24

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

-1.60%

Shares1.8K

Event2026-06-30

Filed2026-07-24

SMLF

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

REALLOYS INC COM

19.63%

Shares6.2K

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC CL B

12.26%

Shares1.4K

Event2026-06-30

Filed2026-07-24

VFMF

VANGUARD U.S. MULTIFACTOR ETF

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

HIMS

HIMS & HERS HEALTH INC COM CL A

0.83%

Shares2.5K

Event2026-06-30

Filed2026-07-24

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

0.28%

Shares705

Event2026-06-30

Filed2026-07-24

VONV

VANGUARD RUSSELL 1000 VALUE ETF

0.00%

Shares817

Event2026-06-30

Filed2026-07-24

SMH

VANECK SEMICONDUCTOR ETF

-0.75%

Shares132

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC CL B

6.46%

Shares807

Event2026-06-30

Filed2026-07-24

TC ENERGY CORP COM

14.74%

Shares1.3K

Event2026-06-30

Filed2026-07-24

FDL

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

USAR

USA RARE EARTH INC COM

-27.24%

Shares4.0K

Event2026-06-30

Filed2026-07-24

EVERSOURCE ENERGY COM

18.20%

Shares1.2K

Event2026-06-30

Filed2026-07-24

GWW

WW GRAINGER INC COM

12.50%

Shares63

Event2026-06-30

Filed2026-07-24

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

53.23%

Shares1.9K

Event2026-06-30

Filed2026-07-24

STATE STREET SPDR PORTFOLIO S&P 500 ETF

0.31%

Shares970

Event2026-06-30

Filed2026-07-24

FORD MTR CO COM

-2.28%

Shares6.1K

Event2026-06-30

Filed2026-07-24

TRADR 2X LONG WDC DAILY ETF

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

ARCHER AVIATION INC COM CL A

28.39%

Shares17.8K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC COM

49.04%

Shares310

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

0.67%

Shares3.5K

Event2026-06-30

Filed2026-07-24

GSEW

GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF

0.34%

Shares881

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD HEALTH CARE ETF

0.00%

Shares275

Event2026-06-30

Filed2026-07-24

VPU

VANGUARD UTILITIES ETF

0.00%

Shares419

Event2026-06-30

Filed2026-07-24

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

0.00%

Shares498

Event2026-06-30

Filed2026-07-24

ADSK

AUTODESK INC COM

-98.46%

Shares421

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY PLC ORD SHS

8.92%

Shares403

Event2026-06-30

Filed2026-07-24

DBA

INVESCO DB AGRICULTURE FUND

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

BTE

BAYTEX ENERGY CORP COM

New

Shares20.0K

Event2026-06-30

Filed2026-07-24

DLLL

GRANITESHARES 2X LONG DELL DAILY ETF

New

Shares3.2K

Event2026-06-30

Filed2026-07-24

EEMS

ISHARES MSCI EMERGING MARKETS SMALL CAP ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

BTC

GRAYSCALE BITCOIN MINI TRUST ETF

1.99%

Shares3.1K

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC COM

-29.04%

Shares474

Event2026-06-30

Filed2026-07-24

HSLV

HIGHLANDER SILVER CORP COM

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-24

APD

AIR PRODUCTS AND CHEMICALS INC COM

-16.46%

Shares269

Event2026-06-30

Filed2026-07-24

MET

METLIFE INC COM

-0.85%

Shares933

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC COM

11.68%

Shares239

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC COM SHS

-27.13%

Shares462

Event2026-06-30

Filed2026-07-24

DINO

HF SINCLAIR CORP COM

1.81%

Shares1.1K

Event2026-06-30

Filed2026-07-24

IVOO

VANGUARD S&P MID-CAP 400 ETF

6.00%

Shares601

Event2026-06-30

Filed2026-07-24

IBDY

ISHARES IBONDS DEC 2033 TERM CORPORATE ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

SMR

NUSCALE PWR CORP CL A COM

921.05%

Shares7.8K

Event2026-06-30

Filed2026-07-24

COPX

GLOBAL X COPPER MINERS ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

YUMC

YUM CHINA HLDGS INC COM

-1.26%

Shares1.9K

Event2026-06-30

Filed2026-07-24

STRL

STERLING INFRASTRUCTURE INC COM

2.25%

Shares91

Event2026-06-30

Filed2026-07-24

XRPC

CANARY XRP ETF

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC SHS

40.38%

Shares146

Event2026-06-30

Filed2026-07-24

LGLV

STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF

-50.36%

Shares417

Event2026-06-30

Filed2026-07-24

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

0.06%

Shares1.8K

Event2026-06-30

Filed2026-07-24

FNV

FRANCO NEV CORP COM

0.00%

Shares360

Event2026-06-30

Filed2026-07-24

IEUR

ISHARES CORE MSCI EUROPE ETF

0.00%

Shares996

Event2026-06-30

Filed2026-07-24

IBTI

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

0.06%

Shares3.4K

Event2026-06-30

Filed2026-07-24

ABR

ARBOR REALTY TRUST INC COM

1724.14%

Shares13.8K

Event2026-06-30

Filed2026-07-24

TOST

TOAST INC CL A

-2.34%

Shares2.7K

Event2026-06-30

Filed2026-07-24

PPG

PPG INDS INC COM

1700.00%

Shares612

Event2026-06-30

Filed2026-07-24

CRDO

CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES

1713.33%

Shares272

Event2026-06-30

Filed2026-07-24

WBD

WARNER BROS DISCOVERY INC COM SER A

8.28%

Shares2.8K

Event2026-06-30

Filed2026-07-24

AMERICAN AIRLINES GROUP INC COM

5.60%

Shares4.1K

Event2026-06-30

Filed2026-07-24

JNK

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF

0.00%

Shares760

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC COM

New

Shares331

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO COM

17.02%

Shares949

Event2026-06-30

Filed2026-07-24

NKSH

NATIONAL BANKSHARES INC VA COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

IBTL

ISHARES IBONDS DEC 2031 TERM TREASURY ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD TAX-EXEMPT BOND ETF

3.65%

Shares1.4K

Event2026-06-30

Filed2026-07-24

QBTS

D-WAVE QUANTUM INC COM

80.55%

Shares3.0K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED COM

26.06%

Shares208

Event2026-06-30

Filed2026-07-24

OPEN

OPENDOOR TECHNOLOGIES INC COM

335.71%

Shares15.3K

Event2026-06-30

Filed2026-07-24

FTNT

FORTINET INC COM

32.84%

Shares453

Event2026-06-30

Filed2026-07-24

NKE

NIKE INC CL B

-20.53%

Shares1.7K

Event2026-06-30

Filed2026-07-24

IBTK

ISHARES IBONDS DEC 2030 TERM TREASURY ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

WAT

WATERS CORP COM

5.71%

Shares185

Event2026-06-30

Filed2026-07-24

IBTJ

ISHARES IBONDS DEC 2029 TERM TREASURY ETF

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

DRI

DARDEN RESTAURANTS INC COM

4.67%

Shares336

Event2026-06-30

Filed2026-07-24

ANTERO MIDSTREAM CORP COM

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

IBTH

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

-7.48%

Shares3.1K

Event2026-06-30

Filed2026-07-24

IBTG

ISHARES IBONDS DEC 2026 TERM TREASURY ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

DIVB

ISHARES CORE DIVIDEND ETF

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-24

QID

PROSHARES ULTRASHORT QQQ

New

Shares5.0K

Event2026-06-30

Filed2026-07-24

EXC

EXELON CORP COM

7.24%

Shares1.5K

Event2026-06-30

Filed2026-07-24

LEVERAGE SHARES 2X LONG TER DAILY ETF

New

Shares850

Event2026-06-30

Filed2026-07-24

STARWOOD PPTY TR INC COM

1897.57%

Shares4.1K

Event2026-06-30

Filed2026-07-24

CARLYLE GROUP INC COM

-0.94%

Shares1.6K

Event2026-06-30

Filed2026-07-24

CRWV

COREWEAVE INC COM CL A

-29.33%

Shares665

Event2026-06-30

Filed2026-07-24

PAYX

PAYCHEX INC COM

15.05%

Shares665

Event2026-06-30

Filed2026-07-24

NVDY

YIELDMAX NVDA OPTION INCOME STRATEGY ETF

198.21%

Shares5.2K

Event2026-06-30

Filed2026-07-24

MICROSECTORS OIL & GAS EXP. & PROD. 3X LEVERAGED ETN

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES SEMICONDUCTOR ETF

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

PLD

PROLOGIS INC. COM

-1.67%

Shares471

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG SPONSORED ADR

3.57%

Shares406

Event2026-06-30

Filed2026-07-24

UAL

UNITED AIRLS HLDGS INC COM

9.15%

Shares465

Event2026-06-30

Filed2026-07-24

CLOUDFLARE INC CL A COM

-1.58%

Shares249

Event2026-06-30

Filed2026-07-24

RKLB

ROCKET LAB CORP COM

143.09%

Shares598

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP COM

-6.32%

Shares978

Event2026-06-30

Filed2026-07-24

ADVISORSHARES PURE US CANNABIS ETF

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-24

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

TROW

PRICE T ROWE GROUP INC COM

8.20%

Shares528

Event2026-06-30

Filed2026-07-24

CTAS

CINTAS CORP COM

27.08%

Shares352

Event2026-06-30

Filed2026-07-24

AVXC

AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF

0.58%

Shares698

Event2026-06-30

Filed2026-07-24

OLP

ONE LIBERTY PPTYS INC COM

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

QLTA

ISHARES AAA-A RATED CORPORATE BOND ETF

1.13%

Shares1.3K

Event2026-06-30

Filed2026-07-24

SDY

STATE STREET SPDR S&P DIVIDEND ETF

3.78%

Shares384

Event2026-06-30

Filed2026-07-24

TOYOTA MOTOR CORP ADS

0.58%

Shares346

Event2026-06-30

Filed2026-07-24

IPAC

ISHARES CORE MSCI PACIFIC ETF

0.00%

Shares710

Event2026-06-30

Filed2026-07-24

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

13.65%

Shares1.8K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

SPDR GOLD TR CLL OPT 07/26 399.0 CAL Call CallSPDR GOLD TR CLL OPT 07/26 399.0 CAL4.0K shares0.00%2026-06-302026-07-24

PAYPAL HLDGS INC CLL OPT 01/27 32.5 CAL Call CallPAYPAL HLDGS INC CLL OPT 01/27 32.5 CAL3.0K sharesnew addition2026-06-302026-07-24

NETFLIX INC CLL OPT 01/27 88.0 CAL Call CallNETFLIX INC CLL OPT 01/27 88.0 CAL500 shares0.00%2026-06-302026-07-24

SOUNDHOUND AI INC CLL OPT 01/27 10.0 CAL Call CallSOUNDHOUND AI INC CLL OPT 01/27 10.0 CAL2.5K shares0.00%2026-06-302026-07-24

SABLE OFFSHORE CORP CLL OPT 08/26 5.0 CAL Call CallSABLE OFFSHORE CORP CLL OPT 08/26 5.0 CAL300 sharesnew addition2026-06-302026-07-24

SPDR GOLD TR CLL OPT 07/26 399.0 CAL Call

SPDR GOLD TR CLL OPT 07/26 399.0 CAL

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

PAYPAL HLDGS INC CLL OPT 01/27 32.5 CAL Call

PAYPAL HLDGS INC CLL OPT 01/27 32.5 CAL

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

NETFLIX INC CLL OPT 01/27 88.0 CAL Call

NETFLIX INC CLL OPT 01/27 88.0 CAL

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

SOUNDHOUND AI INC CLL OPT 01/27 10.0 CAL Call

SOUNDHOUND AI INC CLL OPT 01/27 10.0 CAL

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

SABLE OFFSHORE CORP CLL OPT 08/26 5.0 CAL Call

SABLE OFFSHORE CORP CLL OPT 08/26 5.0 CAL

New

Shares300

Event2026-06-30

Filed2026-07-24

Put Option Holdings

ISHARES SILVER TR PUT OPT 01/27 54.0 PUT Put PutISHARES SILVER TR PUT OPT 01/27 54.0 PUT4.0K sharesnew addition2026-06-302026-07-24

ISHARES SILVER TR PUT OPT 01/27 54.0 PUT Put

ISHARES SILVER TR PUT OPT 01/27 54.0 PUT

New

Shares4.0K

Event2026-06-30

Filed2026-07-24