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The Analysis of Bright Futures Wealth Management, LLC.'s Holdings & P&L

Currently, Bright Futures Wealth Management, LLC. holds 207 types of securities in its portfolio with a total value $154.7M. In the most recent quarter, they have increased their positions in MGK (+25.9K shares, valued at $2.3M), IMAR (+65.7K shares, valued at $2.0M), N/A (+58.8K shares, valued at $1.6M); decreased their positions in PMAR (-53.9K shares, valued at $2.6M), BSJR (-76.0K shares, valued at $1.7M), AGNG (-30.1K shares, valued at $1.1M); initiated new positions in IMAR (+65.7K shares, valued at $2.0M), N/A (+58.8K shares, valued at $1.6M), ACYN (+65.7K shares, valued at $1.4M).

1M P&L

+216.6K+0.16%

3M P&L

+2.0M+1.57%

HY P&L

-1.2M-0.92%

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/A93.2M

66.5%

2Semiconductors5.7M

4.0%

3Consumer Electronics4.0M

2.8%

Top Industries by Stock Count

1N/A120 stocks

62.5%

2Drug Manufacturers - General5 stocks

2.6%

3REIT - Healthcare Facilities5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC13.7K shares1.71%2026-06-302026-07-24

CLOI VANECK ETF TRUST73.9K shares-6.22%2026-06-302026-07-24

SMH VANECK ETF TRUST5.6K shares-1.60%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL6.7K shares-18.33%2026-06-302026-07-24

BROADCOM INC BROADCOM INC7.9K shares-0.84%2026-06-302026-07-24

MGK VANGUARD WORLD FD32.3K shares401.92%2026-06-302026-07-24

TBIL RBB FD INC56.1K shares-21.21%2026-06-302026-07-24

AVDV AMERICAN CENTY ETF TR25.3K shares-22.26%2026-06-302026-07-24

Sponsored

NVDA NVIDIA CORPORATION12.1K shares2.32%2026-06-302026-07-24

FLOT ISHARES TR46.7K shares-1.62%2026-06-302026-07-24

CSHI NEOS ETF TRUST47.4K shares26.72%2026-06-302026-07-24

SHY ISHARES TR28.7K shares-13.86%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC2.0K shares-16.70%2026-06-302026-07-24

AMZN AMAZON COM INC8.8K shares-11.75%2026-06-302026-07-24

IMAR INNOVATOR ETFS TRUST65.7K sharesnew addition2026-06-302026-07-24

CRS CARPENTER TECHNOLOGY CORP3.2K shares0.00%2026-06-302026-07-24

Sponsored

KBWP INVESCO EXCH TRADED FD TR II15.6K shares-18.35%2026-06-302026-07-24

BILS SPDR SERIES TRUST19.0K shares11.45%2026-06-302026-07-24

JAAA JANUS DETROIT STR TR36.6K shares22.91%2026-06-302026-07-24

PMAR INNOVATOR ETFS TRUST35.7K shares-60.14%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST18.6K shares235.05%2026-06-302026-07-24

ETF SER SOLUTIONS ETF SER SOLUTIONS58.8K sharesnew addition2026-06-302026-07-24

IJH ISHARES TR19.2K shares0.20%2026-06-302026-07-24

GRID FIRST TR EXCHANGE-TRADED FD7.6K shares-23.46%2026-06-302026-07-24

Sponsored

XLV SELECT SECTOR SPDR TR9.0K shares-1.49%2026-06-302026-07-24

GOOG ALPHABET INC4.0K shares87.72%2026-06-302026-07-24

EUAD SPINNAKER ETF SERIES32.5K shares-26.36%2026-06-302026-07-24

ACYN FIRST TR EXCHANGE-TRADED FD65.7K sharesnew addition2026-06-302026-07-24

IJR ISHARES TR9.2K shares0.36%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP3.7K shares-10.66%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW10.4K shares-16.75%2026-06-302026-07-24

MOO VANECK ETF TRUST16.6K shares-10.44%2026-06-302026-07-24

Sponsored

IOO ISHARES TR9.4K shares8.62%2026-06-302026-07-24

POWR ISHARES INC45.3K shares-15.32%2026-06-302026-07-24

CAIE CALAMOS ETF TR45.4K shares145.47%2026-06-302026-07-24

IWN ISHARES TR5.5K sharesnew addition2026-06-302026-07-24

XME SPDR SERIES TRUST11.2K shares-9.59%2026-06-302026-07-24

EUFN ISHARES TR30.7K shares-26.10%2026-06-302026-07-24

MSFT MICROSOFT CORP3.1K shares10.32%2026-06-302026-07-24

LJUL INNOVATOR ETFS TRUST47.1K shares-17.40%2026-06-302026-07-24

Sponsored

CISCO SYS INC CISCO SYS INC9.4K shares0.21%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR45.8K shares0.72%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.4K shares-1.87%2026-06-302026-07-24

SJNK SPDR SERIES TRUST43.7K shares10.34%2026-06-302026-07-24

KOF COCA-COLA FEMSA SAB DE CV10.2K shares-22.75%2026-06-302026-07-24

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR23.1K shares-13.19%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.4K shares-6.05%2026-06-302026-07-24

IDVO AMPLIFY ETF TR24.5K shares-10.57%2026-06-302026-07-24

Sponsored

SOXQ INVESCO EXCH TRADED FD TR II9.1K shares-30.50%2026-06-302026-07-24

PJUN INNOVATOR ETFS TRUST23.3K sharesnew addition2026-06-302026-07-24

WMT WALMART INC8.8K shares-38.00%2026-06-302026-07-24

RINF PROSHARES TR30.3K shares-17.39%2026-06-302026-07-24

BUFR FIRST TR EXCHNG TRADED FD VI26.5K shares-22.15%2026-06-302026-07-24

JGRO J P MORGAN EXCHANGE TRADED F9.7K sharesnew addition2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II3.1K sharesnew addition2026-06-302026-07-24

NFLT ETFIS SER TR I40.6K shares11.27%2026-06-302026-07-24

Sponsored

LRN STRIDE INC10.8K shares-27.95%2026-06-302026-07-24

ENS ENERSYS4.0K shares-36.02%2026-06-302026-07-24

CGGR CAPITAL GROUP GROWTH ETF19.4K sharesnew addition2026-06-302026-07-24

MTB M & T BK CORP3.8K shares-28.46%2026-06-302026-07-24

INFL LISTED FDS TR18.1K shares-8.45%2026-06-302026-07-24

AGNG GLOBAL X FDS23.9K shares-55.74%2026-06-302026-07-24

GLW CORNING INC3.3K shares0.00%2026-06-302026-07-24

GOOGL ALPHABET INC2.4K shares0.76%2026-06-302026-07-24

Sponsored

META PLATFORMS INC META PLATFORMS INC1.5K shares50.20%2026-06-302026-07-24

MGV VANGUARD WORLD FD5.1K shares10.80%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP6.1K shares7.37%2026-06-302026-07-24

CLS CELESTICA INC2.2K sharesnew addition2026-06-302026-07-24

MRK MERCK & CO INC6.2K shares-50.56%2026-06-302026-07-24

SCHW SCHWAB CHARLES CORP8.6K shares-10.50%2026-06-302026-07-24

ACII INNOVATOR ETFS TRUST30.8K shares-48.22%2026-06-302026-07-24

FLTR VANECK ETF TRUST30.2K shares5.96%2026-06-302026-07-24

Sponsored

IBUF INNOVATOR ETFS TRUST23.8K shares-0.74%2026-06-302026-07-24

BOND PIMCO ETF TR8.1K shares1.01%2026-06-302026-07-24

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION5.1K shares0.00%2026-06-302026-07-24

FALN ISHARES TR26.7K shares1.13%2026-06-302026-07-24

BSJR INVESCO EXCH TRD SLF IDX FD31.8K shares-70.52%2026-06-302026-07-24

IUSG ISHARES TR3.5K shares0.00%2026-06-302026-07-24

EWC ISHARES INC11.4K shares-18.05%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR22.6K shares-2.46%2026-06-302026-07-24

Sponsored

LONZ PIMCO ETF TR12.5K shares13.34%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares54.35%2026-06-302026-07-24

EWZ ISHARES INC17.4K shares-25.58%2026-06-302026-07-24

F FORD MTR CO42.8K shares-26.65%2026-06-302026-07-24

SHEL SHELL PLC7.6K shares-20.03%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO10.2K sharesnew addition2026-06-302026-07-24

EWX SPDR INDEX SHS FDS7.8K shares9.76%2026-06-302026-07-24

GSY INVESCO ACTIVELY MANAGED EXC11.6K shares-2.15%2026-06-302026-07-24

Sponsored

ALL ALLSTATE CORP2.4K shares1.27%2026-06-302026-07-24

QBUF INNOVATOR ETFS TRUST18.4K shares-5.00%2026-06-302026-07-24

OHI OMEGA HEALTHCARE INVS INC11.3K shares0.23%2026-06-302026-07-24

IWF ISHARES TR4.2K shares420.50%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F9.0K shares13.49%2026-06-302026-07-24

LLY ELI LILLY & CO415 shares32.17%2026-06-302026-07-24

URI UNITED RENTALS INC434 shares0.00%2026-06-302026-07-24

IUSV ISHARES TR4.5K shares-20.03%2026-06-302026-07-24

Sponsored

BK BANK OF NY MELLON CORP3.4K shares0.00%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS6.8K shares-22.81%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-9.95%2026-06-302026-07-24

FEZ SPDR INDEX SHS FDS6.7K shares-26.56%2026-06-302026-07-24

JEDI ETF SER SOLUTIONS15.9K shares-18.93%2026-06-302026-07-24

ESGU ISHARES TR2.8K shares4.81%2026-06-302026-07-24

TSLA TESLA INC1.1K shares10.85%2026-06-302026-07-24

KRE SPDR SERIES TRUST6.0K shares60.61%2026-06-302026-07-24

Sponsored

XNTK SPDR SERIES TRUST1.2K shares0.09%2026-06-302026-07-24

SPDW SPDR INDEX SHS FDS8.9K shares30.29%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON1.8K shares2.98%2026-06-302026-07-24

ISHARES TR ISHARES TR595 shares-3.88%2026-06-302026-07-24

CHAT TIDAL TRUST II4.5K sharesnew addition2026-06-302026-07-24

MET METLIFE INC5.2K shares0.56%2026-06-302026-07-24

COPX GLOBAL X FDS5.7K shares-25.26%2026-06-302026-07-24

PG PROCTER & GAMBLE CO2.9K shares-1.38%2026-06-302026-07-24

Sponsored

ISHARES TR ISHARES TR4.3K shares0.76%2026-06-302026-07-24

DFAI DIMENSIONAL ETF TRUST9.9K shares6.16%2026-06-302026-07-24

AIQ GLOBAL X FDS6.1K shares-0.28%2026-06-302026-07-24

ICLN ISHARES TR19.6K shares-0.33%2026-06-302026-07-24

TEL TE CONNECTIVITY PLC1.9K shares0.00%2026-06-302026-07-24

COP CONOCOPHILLIPS3.6K shares1.14%2026-06-302026-07-24

LRCX LAM RESEARCH CORP863 sharesnew addition2026-06-302026-07-24

SPHY SPDR SERIES TRUST15.7K shares5.56%2026-06-302026-07-24

Sponsored

IWM ISHARES TR1.2K shares20.78%2026-06-302026-07-24

XSMO INVESCO EXCHANGE TRADED FD T3.8K shares-2.85%2026-06-302026-07-24

PLD PROLOGIS INC.2.6K shares1.92%2026-06-302026-07-24

IWD ISHARES TR1.4K shares0.00%2026-06-302026-07-24

OUT OUTFRONT MEDIA INC10.5K shares-3.72%2026-06-302026-07-24

REMX VANECK ETF TRUST3.9K shares34.94%2026-06-302026-07-24

MTUM ISHARES TR987 shares5.56%2026-06-302026-07-24

HFSI HARTFORD FDS EXCHANGE TRADED9.4K shares4.12%2026-06-302026-07-24

Sponsored

INDS PACER FDS TR8.2K shares11.53%2026-06-302026-07-24

AOM ISHARES TR6.5K shares-2.21%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS4.3K shares1.82%2026-06-302026-07-24

CVX CHEVRON CORPORATION1.9K shares22.67%2026-06-302026-07-24

ANGL VANECK ETF TRUST10.5K shares1.52%2026-06-302026-07-24

DFAE DIMENSIONAL ETF TRUST7.6K shares8.13%2026-06-302026-07-24

SE SEA LTD3.2K sharesnew addition2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR8.9K shares-12.11%2026-06-302026-07-24

Sponsored

PECO PHILLIPS EDISON & CO INC7.2K sharesnew addition2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION1.6K shares28.84%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR10.1K shares0.26%2026-06-302026-07-24

XEMD BONDBLOXX ETF TRUST6.5K shares9.00%2026-06-302026-07-24

C CITIGROUP INC2.1K shares-1.57%2026-06-302026-07-24

BXMT BLACKSTONE MORTGAGE TRUST IN17.0K shares-14.76%2026-06-302026-07-24

SHYG ISHARES TR6.8K shares7.24%2026-06-302026-07-24

FTAI FTAI AVIATION LTD1.1K shares-1.12%2026-06-302026-07-24

Sponsored

AMD ADVANCED MICRO DEVICES INC486 shares-56.72%2026-06-302026-07-24

PGHY INVESCO EXCH TRADED FD TR II14.3K shares6.82%2026-06-302026-07-24

UDEC INNOVATOR ETFS TRUST6.7K shares-0.62%2026-06-302026-07-24

AIA ISHARES TR2.0K sharesnew addition2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC2.0K sharesnew addition2026-06-302026-07-24

PFE PFIZER INC11.5K shares-26.36%2026-06-302026-07-24

DOGG FIRST TR EXCHANGE-TRADED FD12.9K shares11.57%2026-06-302026-07-24

VOO VANGUARD INDEX FDS400 shares6.38%2026-06-302026-07-24

Sponsored

SCHD SCHWAB STRATEGIC TR8.6K sharesnew addition2026-06-302026-07-24

CCL CARNIVAL CORP LTD9.4K sharesnew addition2026-06-302026-07-24

CMCSA COMCAST CORP NEW10.7K shares-1.55%2026-06-302026-07-24

KLAC KLA CORP850 sharesnew addition2026-06-302026-07-24

DTCR GLOBAL X FDS8.4K sharesnew addition2026-06-302026-07-24

KO COCA COLA CO3.1K shares-1.82%2026-06-302026-07-24

ENFR ALPS ETF TR6.6K shares-4.93%2026-06-302026-07-24

QQQ INVESCO QQQ TR343 shares-27.48%2026-06-302026-07-24

Sponsored

CVS CVS HEALTH CORP2.4K sharesnew addition2026-06-302026-07-24

FGM FIRST TR EXCH TRD ALPHDX FD3.9K sharesnew addition2026-06-302026-07-24

RTH VANECK ETF TRUST969 shares11.00%2026-06-302026-07-24

UAPR INNOVATOR ETFS TRUST7.0K shares0.00%2026-06-302026-07-24

ZIM ZIM INTEGRATED SHIPPING SERV9.5K shares0.00%2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL252 shares-59.81%2026-06-302026-07-24

BEPC BROOKFIELD RENEWABLE CORP6.5K shares-1.31%2026-06-302026-07-24

GE GE AEROSPACE644 sharesnew addition2026-06-302026-07-24

Sponsored

FSTA FIDELITY COVINGTON TRUST4.5K sharesnew addition2026-06-302026-07-24

SBRA SABRA HEALTH CARE REIT INC12.0K shares0.04%2026-06-302026-07-24

GEV GE VERNOVA INC198 sharesnew addition2026-06-302026-07-24

TAGS TEUCRIUM COMMODITY TR9.7K shares15.76%2026-06-302026-07-24

IWR ISHARES TR2.1K shares-15.32%2026-06-302026-07-24

SEIE SEI EXCHANGE TRADED FUNDS6.4K shares-14.85%2026-06-302026-07-24

CAT CATERPILLAR INC213 sharesnew addition2026-06-302026-07-24

LIT GLOBAL X FDS2.9K shares-15.06%2026-06-302026-07-24

Sponsored

ESGE ISHARES INC4.1K sharesnew addition2026-06-302026-07-24

DAL DELTA AIR LINES INC2.4K sharesnew addition2026-06-302026-07-24

KNTK KINETIK HOLDINGS INC4.6K shares0.70%2026-06-302026-07-24

BAC-PL BANK OF AMER CORP176 sharesnew addition2026-06-302026-07-24

BALT INNOVATOR ETFS TRUST6.4K shares-10.78%2026-06-302026-07-24

TFC TRUIST FINL CORP4.3K sharesnew addition2026-06-302026-07-24

DOC HEALTHPEAK PROPERTIES INC10.1K shares0.00%2026-06-302026-07-24

PFIX SIMPLIFY EXCHANGE TRADED FUN4.9K sharesnew addition2026-06-302026-07-24

Sponsored

USXF ISHARES TR3.1K sharesnew addition2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND406 sharesnew addition2026-06-302026-07-24

BPRE BLUEROCK PVT REAL ESTATE FD16.3K sharesnew addition2026-06-302026-07-24

FENI FIDELITY COVINGTON TRUST5.2K sharesnew addition2026-06-302026-07-24

DDFM INNOVATOR ETFS TRUST10.6K shares-71.68%2026-06-302026-07-24

CALF PACER FDS TR4.1K shares-28.45%2026-06-302026-07-24

UFEB INNOVATOR ETFS TRUST5.3K sharesnew addition2026-06-302026-07-24

EPR EPR PPTYS3.5K sharesnew addition2026-06-302026-07-24

Sponsored

OKE ONEOK INC NEW2.3K shares0.65%2026-06-302026-07-24

MPW MEDICAL PROPERTIES TRUST INC43.9K shares-0.25%2026-06-302026-07-24

IEI ISHARES TR1.7K shares-10.24%2026-06-302026-07-24

LTC LTC PPTYS INC5.3K sharesnew addition2026-06-302026-07-24

ASML ASML HLDG NV101 sharesnew addition2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC4.7K sharesnew addition2026-06-302026-07-24

IAGG ISHARES TR4.0K shares-2.03%2026-06-302026-07-24

XBIL RBB FD INC4.0K sharesnew addition2026-06-302026-07-24

Sponsored

SNXFX ATAIBECKLEY INC25.0K shares0.00%2026-06-302026-07-24

AGNC INVT CORP AGNC INVT CORP11.7K shares-0.36%2026-06-302026-07-24

FTMA PUTNAM ETF TRUST12.9K shares0.00%2026-06-302026-07-24

RITM RITHM CAPITAL CORP10.8K shares-0.36%2026-06-302026-07-24

PML PIMCO MUN INCOME FD II11.4K shares-2.11%2026-06-302026-07-24

SLDP SOLID POWER INC16.4K shares26.15%2026-06-302026-07-24

GDRX GOODRX HLDGS INC10.0K shares0.00%2026-06-302026-07-24

AAPL

APPLE INC

1.71%

Shares13.7K

Event2026-06-30

Filed2026-07-24

CLOI

VANECK ETF TRUST

-6.22%

Shares73.9K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

-1.60%

Shares5.6K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-18.33%

Shares6.7K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-0.84%

Shares7.9K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

401.92%

Shares32.3K

Event2026-06-30

Filed2026-07-24

TBIL

RBB FD INC

-21.21%

Shares56.1K

Event2026-06-30

Filed2026-07-24

AVDV

AMERICAN CENTY ETF TR

-22.26%

Shares25.3K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

2.32%

Shares12.1K

Event2026-06-30

Filed2026-07-24

FLOT

ISHARES TR

-1.62%

Shares46.7K

Event2026-06-30

Filed2026-07-24

CSHI

NEOS ETF TRUST

26.72%

Shares47.4K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

-13.86%

Shares28.7K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-16.70%

Shares2.0K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-11.75%

Shares8.8K

Event2026-06-30

Filed2026-07-24

IMAR

INNOVATOR ETFS TRUST

New

Shares65.7K

Event2026-06-30

Filed2026-07-24

CRS

CARPENTER TECHNOLOGY CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

KBWP

INVESCO EXCH TRADED FD TR II

-18.35%

Shares15.6K

Event2026-06-30

Filed2026-07-24

BILS

SPDR SERIES TRUST

11.45%

Shares19.0K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

22.91%

Shares36.6K

Event2026-06-30

Filed2026-07-24

PMAR

INNOVATOR ETFS TRUST

-60.14%

Shares35.7K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

235.05%

Shares18.6K

Event2026-06-30

Filed2026-07-24

ETF SER SOLUTIONS

New

Shares58.8K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.20%

Shares19.2K

Event2026-06-30

Filed2026-07-24

GRID

FIRST TR EXCHANGE-TRADED FD

-23.46%

Shares7.6K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-1.49%

Shares9.0K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

87.72%

Shares4.0K

Event2026-06-30

Filed2026-07-24

EUAD

SPINNAKER ETF SERIES

-26.36%

Shares32.5K

Event2026-06-30

Filed2026-07-24

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares65.7K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

0.36%

Shares9.2K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-10.66%

Shares3.7K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-16.75%

Shares10.4K

Event2026-06-30

Filed2026-07-24

MOO

VANECK ETF TRUST

-10.44%

Shares16.6K

Event2026-06-30

Filed2026-07-24

IOO

ISHARES TR

8.62%

Shares9.4K

Event2026-06-30

Filed2026-07-24

POWR

ISHARES INC

-15.32%

Shares45.3K

Event2026-06-30

Filed2026-07-24

CAIE

CALAMOS ETF TR

145.47%

Shares45.4K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

New

Shares5.5K

Event2026-06-30

Filed2026-07-24

XME

SPDR SERIES TRUST

-9.59%

Shares11.2K

Event2026-06-30

Filed2026-07-24

EUFN

ISHARES TR

-26.10%

Shares30.7K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

10.32%

Shares3.1K

Event2026-06-30

Filed2026-07-24

LJUL

INNOVATOR ETFS TRUST

-17.40%

Shares47.1K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

0.21%

Shares9.4K

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

0.72%

Shares45.8K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-1.87%

Shares3.4K

Event2026-06-30

Filed2026-07-24

SJNK

SPDR SERIES TRUST

10.34%

Shares43.7K

Event2026-06-30

Filed2026-07-24

KOF

COCA-COLA FEMSA SAB DE CV

-22.75%

Shares10.2K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

-13.19%

Shares23.1K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-6.05%

Shares1.4K

Event2026-06-30

Filed2026-07-24

IDVO

AMPLIFY ETF TR

-10.57%

Shares24.5K

Event2026-06-30

Filed2026-07-24

SOXQ

INVESCO EXCH TRADED FD TR II

-30.50%

Shares9.1K

Event2026-06-30

Filed2026-07-24

PJUN

INNOVATOR ETFS TRUST

New

Shares23.3K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-38.00%

Shares8.8K

Event2026-06-30

Filed2026-07-24

RINF

PROSHARES TR

-17.39%

Shares30.3K

Event2026-06-30

Filed2026-07-24

BUFR

FIRST TR EXCHNG TRADED FD VI

-22.15%

Shares26.5K

Event2026-06-30

Filed2026-07-24

JGRO

J P MORGAN EXCHANGE TRADED F

New

Shares9.7K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

NFLT

ETFIS SER TR I

11.27%

Shares40.6K

Event2026-06-30

Filed2026-07-24

LRN

STRIDE INC

-27.95%

Shares10.8K

Event2026-06-30

Filed2026-07-24

ENS

ENERSYS

-36.02%

Shares4.0K

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares19.4K

Event2026-06-30

Filed2026-07-24

MTB

M & T BK CORP

-28.46%

Shares3.8K

Event2026-06-30

Filed2026-07-24

INFL

LISTED FDS TR

-8.45%

Shares18.1K

Event2026-06-30

Filed2026-07-24

AGNG

GLOBAL X FDS

-55.74%

Shares23.9K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.76%

Shares2.4K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

50.20%

Shares1.5K

Event2026-06-30

Filed2026-07-24

MGV

VANGUARD WORLD FD

10.80%

Shares5.1K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

7.37%

Shares6.1K

Event2026-06-30

Filed2026-07-24

CLS

CELESTICA INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-50.56%

Shares6.2K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

-10.50%

Shares8.6K

Event2026-06-30

Filed2026-07-24

ACII

INNOVATOR ETFS TRUST

-48.22%

Shares30.8K

Event2026-06-30

Filed2026-07-24

FLTR

VANECK ETF TRUST

5.96%

Shares30.2K

Event2026-06-30

Filed2026-07-24

IBUF

INNOVATOR ETFS TRUST

-0.74%

Shares23.8K

Event2026-06-30

Filed2026-07-24

BOND

PIMCO ETF TR

1.01%

Shares8.1K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

FALN

ISHARES TR

1.13%

Shares26.7K

Event2026-06-30

Filed2026-07-24

BSJR

INVESCO EXCH TRD SLF IDX FD

-70.52%

Shares31.8K

Event2026-06-30

Filed2026-07-24

IUSG

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

EWC

ISHARES INC

-18.05%

Shares11.4K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

-2.46%

Shares22.6K

Event2026-06-30

Filed2026-07-24

LONZ

PIMCO ETF TR

13.34%

Shares12.5K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

54.35%

Shares1.3K

Event2026-06-30

Filed2026-07-24

EWZ

ISHARES INC

-25.58%

Shares17.4K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

-26.65%

Shares42.8K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

-20.03%

Shares7.6K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares10.2K

Event2026-06-30

Filed2026-07-24

EWX

SPDR INDEX SHS FDS

9.76%

Shares7.8K

Event2026-06-30

Filed2026-07-24

GSY

INVESCO ACTIVELY MANAGED EXC

-2.15%

Shares11.6K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

1.27%

Shares2.4K

Event2026-06-30

Filed2026-07-24

QBUF

INNOVATOR ETFS TRUST

-5.00%

Shares18.4K

Event2026-06-30

Filed2026-07-24

OHI

OMEGA HEALTHCARE INVS INC

0.23%

Shares11.3K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

420.50%

Shares4.2K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

13.49%

Shares9.0K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

32.17%

Shares415

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

0.00%

Shares434

Event2026-06-30

Filed2026-07-24

IUSV

ISHARES TR

-20.03%

Shares4.5K

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

-22.81%

Shares6.8K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-9.95%

Shares1.7K

Event2026-06-30

Filed2026-07-24

FEZ

SPDR INDEX SHS FDS

-26.56%

Shares6.7K

Event2026-06-30

Filed2026-07-24

JEDI

ETF SER SOLUTIONS

-18.93%

Shares15.9K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES TR

4.81%

Shares2.8K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

10.85%

Shares1.1K

Event2026-06-30

Filed2026-07-24

KRE

SPDR SERIES TRUST

60.61%

Shares6.0K

Event2026-06-30

Filed2026-07-24

XNTK

SPDR SERIES TRUST

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SPDW

SPDR INDEX SHS FDS

30.29%

Shares8.9K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

2.98%

Shares1.8K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-3.88%

Shares595

Event2026-06-30

Filed2026-07-24

CHAT

TIDAL TRUST II

New

Shares4.5K

Event2026-06-30

Filed2026-07-24

MET

METLIFE INC

0.56%

Shares5.2K

Event2026-06-30

Filed2026-07-24

COPX

GLOBAL X FDS

-25.26%

Shares5.7K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-1.38%

Shares2.9K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.76%

Shares4.3K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

6.16%

Shares9.9K

Event2026-06-30

Filed2026-07-24

AIQ

GLOBAL X FDS

-0.28%

Shares6.1K

Event2026-06-30

Filed2026-07-24

ICLN

ISHARES TR

-0.33%

Shares19.6K

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY PLC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

1.14%

Shares3.6K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

New

Shares863

Event2026-06-30

Filed2026-07-24

SPHY

SPDR SERIES TRUST

5.56%

Shares15.7K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

20.78%

Shares1.2K

Event2026-06-30

Filed2026-07-24

XSMO

INVESCO EXCHANGE TRADED FD T

-2.85%

Shares3.8K

Event2026-06-30

Filed2026-07-24

PLD

PROLOGIS INC.

1.92%

Shares2.6K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

OUT

OUTFRONT MEDIA INC

-3.72%

Shares10.5K

Event2026-06-30

Filed2026-07-24

REMX

VANECK ETF TRUST

34.94%

Shares3.9K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

5.56%

Shares987

Event2026-06-30

Filed2026-07-24

HFSI

HARTFORD FDS EXCHANGE TRADED

4.12%

Shares9.4K

Event2026-06-30

Filed2026-07-24

INDS

PACER FDS TR

11.53%

Shares8.2K

Event2026-06-30

Filed2026-07-24

AOM

ISHARES TR

-2.21%

Shares6.5K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

1.82%

Shares4.3K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

22.67%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ANGL

VANECK ETF TRUST

1.52%

Shares10.5K

Event2026-06-30

Filed2026-07-24

DFAE

DIMENSIONAL ETF TRUST

8.13%

Shares7.6K

Event2026-06-30

Filed2026-07-24

SEA LTD

New

Shares3.2K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

-12.11%

Shares8.9K

Event2026-06-30

Filed2026-07-24

PECO

PHILLIPS EDISON & CO INC

New

Shares7.2K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

28.84%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

0.26%

Shares10.1K

Event2026-06-30

Filed2026-07-24

XEMD

BONDBLOXX ETF TRUST

9.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

-1.57%

Shares2.1K

Event2026-06-30

Filed2026-07-24

BXMT

BLACKSTONE MORTGAGE TRUST IN

-14.76%

Shares17.0K

Event2026-06-30

Filed2026-07-24

SHYG

ISHARES TR

7.24%

Shares6.8K

Event2026-06-30

Filed2026-07-24

FTAI

FTAI AVIATION LTD

-1.12%

Shares1.1K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-56.72%

Shares486

Event2026-06-30

Filed2026-07-24

PGHY

INVESCO EXCH TRADED FD TR II

6.82%

Shares14.3K

Event2026-06-30

Filed2026-07-24

UDEC

INNOVATOR ETFS TRUST

-0.62%

Shares6.7K

Event2026-06-30

Filed2026-07-24

AIA

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-26.36%

Shares11.5K

Event2026-06-30

Filed2026-07-24

DOGG

FIRST TR EXCHANGE-TRADED FD

11.57%

Shares12.9K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

6.38%

Shares400

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

New

Shares8.6K

Event2026-06-30

Filed2026-07-24

CCL

CARNIVAL CORP LTD

New

Shares9.4K

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

-1.55%

Shares10.7K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

New

Shares850

Event2026-06-30

Filed2026-07-24

DTCR

GLOBAL X FDS

New

Shares8.4K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-1.82%

Shares3.1K

Event2026-06-30

Filed2026-07-24

ENFR

ALPS ETF TR

-4.93%

Shares6.6K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-27.48%

Shares343

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

FGM

FIRST TR EXCH TRD ALPHDX FD

New

Shares3.9K

Event2026-06-30

Filed2026-07-24

RTH

VANECK ETF TRUST

11.00%

Shares969

Event2026-06-30

Filed2026-07-24

UAPR

INNOVATOR ETFS TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

ZIM

ZIM INTEGRATED SHIPPING SERV

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

-59.81%

Shares252

Event2026-06-30

Filed2026-07-24

BEPC

BROOKFIELD RENEWABLE CORP

-1.31%

Shares6.5K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

New

Shares644

Event2026-06-30

Filed2026-07-24

FSTA

FIDELITY COVINGTON TRUST

New

Shares4.5K

Event2026-06-30

Filed2026-07-24

SBRA

SABRA HEALTH CARE REIT INC

0.04%

Shares12.0K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

New

Shares198

Event2026-06-30

Filed2026-07-24