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The Analysis of Bryn Mawr Trust Advisors, LLC's Holdings & P&L

Currently, Bryn Mawr Trust Advisors, LLC holds 456 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in KLAC (+108.3K shares, valued at $32.7M), IWF (+212.5K shares, valued at $26.4M), N/A (+78.7K shares, valued at $7.8M); decreased their positions in SYY (-64.7K shares, valued at $5.4M), MUSA (-7.6K shares, valued at $4.1M), QUAL (-11.9K shares, valued at $2.6M); initiated new positions in RAAX (+148.4K shares, valued at $5.9M), N/A (+131.3K shares, valued at $4.4M), N/A (+18.9K shares, valued at $2.6M).

1M P&L

-11.5M-0.65%

3M P&L

+53.5M+3.11%

HY P&L

-110.4M-5.85%

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/A806.8M

44.8%

2Consumer Electronics107.5M

6.0%

3Internet Content & Information77.4M

4.3%

Top Industries by Stock Count

1N/A161 stocks

39.7%

2Banks - Regional11 stocks

2.7%

3Semiconductors10 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR167.8K shares-0.41%2026-06-302026-08-03

AAPL APPLE INC371.3K shares0.64%2026-06-302026-08-03

BND VANGUARD BD INDEX FDS1.4M shares1.71%2026-06-302026-08-03

IWY ISHARES TR255.8K shares-1.17%2026-06-302026-08-03

MSFT MICROSOFT CORP178.2K shares0.28%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS875.2K shares-3.51%2026-06-302026-08-03

GOOGL ALPHABET INC157.1K shares0.49%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO133.1K shares0.52%2026-06-302026-08-03

Sponsored

CISCO SYS INC CISCO SYS INC359.7K shares-4.43%2026-06-302026-08-03

KLAC KLA CORP120.9K shares859.38%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL65.9K shares2.14%2026-06-302026-08-03

IWF ISHARES TR265.1K shares403.86%2026-06-302026-08-03

ISHARES TR ISHARES TR318.4K shares32.84%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T42.0K shares19.77%2026-06-302026-08-03

QUAL ISHARES TR131.0K shares-8.34%2026-06-302026-08-03

MRK MERCK & CO INC220.1K shares-1.01%2026-06-302026-08-03

Sponsored

JNJ JOHNSON & JOHNSON107.7K shares3.07%2026-06-302026-08-03

AMZN AMAZON COM INC114.2K shares-0.96%2026-06-302026-08-03

VOT VANGUARD INDEX FDS86.8K shares-8.46%2026-06-302026-08-03

IWX ISHARES TR236.8K shares-2.34%2026-06-302026-08-03

JPST J P MORGAN EXCHANGE TRADED F475.8K shares-1.13%2026-06-302026-08-03

IWD ISHARES TR99.2K shares36.32%2026-06-302026-08-03

EFA ISHARES TR229.2K shares43.27%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION122.8K shares2.68%2026-06-302026-08-03

Sponsored

GOOG ALPHABET INC60.3K shares-0.54%2026-06-302026-08-03

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION140.0K shares-0.06%2026-06-302026-08-03

SCZ ISHARES TR241.2K shares4.52%2026-06-302026-08-03

VYM VANGUARD WHITEHALL FDS124.6K shares1.96%2026-06-302026-08-03

VOE VANGUARD INDEX FDS95.8K shares-11.70%2026-06-302026-08-03

PG PROCTER & GAMBLE CO124.0K shares-0.32%2026-06-302026-08-03

EEM ISHARES TR254.6K shares18.88%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP127.1K shares8.50%2026-06-302026-08-03

Sponsored

DHR DANAHER CORP DEL91.0K shares19.43%2026-06-302026-08-03

RPRX ROYALTY PHARMA PLC305.8K shares-0.22%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS58.5K shares4.72%2026-06-302026-08-03

NVDA NVIDIA CORPORATION82.1K shares9.65%2026-06-302026-08-03

HD HOME DEPOT INC42.7K shares-1.15%2026-06-302026-08-03

VOO VANGUARD INDEX FDS21.6K shares0.66%2026-06-302026-08-03

QQQ INVESCO QQQ TR19.8K shares-2.05%2026-06-302026-08-03

ORACLE CORP ORACLE CORP96.7K shares-0.28%2026-06-302026-08-03

Sponsored

VIG VANGUARD SPECIALIZED FUNDS58.4K shares-0.62%2026-06-302026-08-03

CVX CHEVRON CORPORATION81.3K shares-0.11%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC23.5K shares-1.55%2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC18.1K shares-1.96%2026-06-302026-08-03

KO COCA COLA CO153.9K shares2.09%2026-06-302026-08-03

TJX TJX COS INC NEW81.0K shares-0.10%2026-06-302026-08-03

MCD MCDONALDS CORP45.4K shares-2.09%2026-06-302026-08-03

ADI ANALOG DEVICES INC30.4K shares-0.95%2026-06-302026-08-03

Sponsored

TFC TRUIST FINL CORP241.5K shares0.65%2026-06-302026-08-03

COP CONOCOPHILLIPS115.7K shares-0.04%2026-06-302026-08-03

BROADCOM INC BROADCOM INC31.8K shares-0.33%2026-06-302026-08-03

PSX PHILLIPS 6670.1K shares-0.91%2026-06-302026-08-03

EVRG EVERGY INC128.0K shares-1.16%2026-06-302026-08-03

MEDTRONIC PLC MEDTRONIC PLC140.2K shares1.61%2026-06-302026-08-03

BLK BLACKROCK INC11.2K shares0.32%2026-06-302026-08-03

CME CME GROUP INC48.5K shares0.29%2026-06-302026-08-03

Sponsored

RSP INVESCO EXCHANGE TRADED FD T50.0K shares1.58%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC25.6K shares-0.86%2026-06-302026-08-03

COWZ PACER FDS TR169.6K shares-16.72%2026-06-302026-08-03

VCSH VANGUARD SCOTTSDALE FDS129.8K shares7.50%2026-06-302026-08-03

DG DOLLAR GEN CORP88.3K shares1.26%2026-06-302026-08-03

FE FIRSTENERGY CORP207.8K shares-0.86%2026-06-302026-08-03

VISA INC VISA INC28.6K shares4.74%2026-06-302026-08-03

INTC INTEL CORP69.6K shares-15.48%2026-06-302026-08-03

Sponsored

IJK ISHARES TR81.0K shares-3.37%2026-06-302026-08-03

ABT ABBOTT LABORATORIES103.6K shares1.59%2026-06-302026-08-03

MDLZ MONDELEZ INTL INC156.0K shares-0.10%2026-06-302026-08-03

XLE SELECT SECTOR SPDR TR167.9K shares-2.95%2026-06-302026-08-03

J JACOBS SOLUTIONS INC67.6K shares1.99%2026-06-302026-08-03

NTR NUTRIEN LTD132.8K shares0.62%2026-06-302026-08-03

AMRZ AMRIZE LTD155.4K shares0.92%2026-06-302026-08-03

IWR ISHARES TR74.5K shares27.73%2026-06-302026-08-03

Sponsored

NSC NORFOLK SOUTHN CORP25.8K shares6.53%2026-06-302026-08-03

SSNC SS&C TECH HLDGS130.6K shares-5.52%2026-06-302026-08-03

IJJ ISHARES TR54.7K shares-1.35%2026-06-302026-08-03

QLD PROSHARES TR83.3K shares-1.57%2026-06-302026-08-03

KIM KIMCO REALTY CORP311.3K shares0.31%2026-06-302026-08-03

T AT&T INC367.1K shares2.93%2026-06-302026-08-03

DOMINION ENERGY INC DOMINION ENERGY INC107.6K shares-0.74%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC172.1K shares-0.96%2026-06-302026-08-03

Sponsored

PEP PEPSICO INC53.1K shares0.92%2026-06-302026-08-03

IVW ISHARES TR51.7K shares0.77%2026-06-302026-08-03

BDX BECTON DICKINSON & CO46.3K shares1.13%2026-06-302026-08-03

IJR ISHARES TR46.5K shares4.31%2026-06-302026-08-03

KEYS KEYSIGHT TECHNOLOGIES INC19.1K shares0.08%2026-06-302026-08-03

GLD SPDR GOLD TR17.5K shares-1.81%2026-06-302026-08-03

GVI ISHARES TR58.5K shares-2.77%2026-06-302026-08-03

VPU VANGUARD WORLD FD31.4K shares-1.29%2026-06-302026-08-03

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS16.6K shares3.73%2026-06-302026-08-03

FAST FASTENAL CO125.5K shares3.73%2026-06-302026-08-03

VGIT VANGUARD SCOTTSDALE FDS101.4K shares12.23%2026-06-302026-08-03

OTIS OTIS WORLDWIDE CORP82.6K shares30.14%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC10.2K shares8.71%2026-06-302026-08-03

IEMG ISHARES INC71.1K shares14.11%2026-06-302026-08-03

RAAX VANECK ETF TRUST148.4K sharesnew addition2026-06-302026-08-03

PH PARKER-HANNIFIN CORP5.9K shares0.17%2026-06-302026-08-03

Sponsored

GS GOLDMAN SACHS GROUP INC5.6K shares0.31%2026-06-302026-08-03

VUG VANGUARD INDEX FDS65.1K shares470.42%2026-06-302026-08-03

XLK SELECT SECTOR SPDR TR29.3K shares1.20%2026-06-302026-08-03

IDEXX LABS INC IDEXX LABS INC10.2K shares-1.07%2026-06-302026-08-03

PTLC PACER FDS TR91.0K shares-2.63%2026-06-302026-08-03

AWK AMERICAN WTR WKS CO INC NEW40.3K shares0.93%2026-06-302026-08-03

HPE HEWLETT PACKARD ENTERPRISE C117.4K shares0.00%2026-06-302026-08-03

ASTRAZENECA PLC ASTRAZENECA PLC27.8K shares0.15%2026-06-302026-08-03

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED10.1K shares-2.32%2026-06-302026-08-03

VWO VANGUARD INTL EQUITY INDEX F82.5K shares-9.71%2026-06-302026-08-03

IWM ISHARES TR15.4K shares58.82%2026-06-302026-08-03

VTV VANGUARD INDEX FDS20.7K shares3.69%2026-06-302026-08-03

VCIT VANGUARD SCOTTSDALE FDS54.5K shares0.53%2026-06-302026-08-03

SNA SNAP ON INC11.0K shares1.79%2026-06-302026-08-03

AMERICAN HOMES 4 RENT AMERICAN HOMES 4 RENT131.3K sharesnew addition2026-06-302026-08-03

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC32.3K shares-0.06%2026-06-302026-08-03

Sponsored

IJH ISHARES TR54.6K shares19.90%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC23.0K shares-0.06%2026-06-302026-08-03

LLY ELI LILLY & CO3.4K shares-0.79%2026-06-302026-08-03

LRCX LAM RESEARCH CORP9.2K shares-3.64%2026-06-302026-08-03

Q QNITY ELECTRONICS INC24.0K shares-3.29%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.1K shares-0.94%2026-06-302026-08-03

BR BROADRIDGE FINL SOLUTIONS IN28.0K shares-4.13%2026-06-302026-08-03

IAU ISHARES GOLD TR48.9K shares-0.64%2026-06-302026-08-03

Sponsored

ISHARES TR ISHARES TR37.4K shares0.79%2026-06-302026-08-03

GLW CORNING INC14.0K shares-5.28%2026-06-302026-08-03

LOW LOWES COS INC15.9K shares-1.28%2026-06-302026-08-03

AMGN AMGEN INC9.6K shares7.63%2026-06-302026-08-03

MUB ISHARES TR31.6K shares12.98%2026-06-302026-08-03

TSLA TESLA INC7.9K shares4.76%2026-06-302026-08-03

IWB ISHARES TR8.1K shares-0.71%2026-06-302026-08-03

PTNQ PACER FDS TR37.2K shares-0.91%2026-06-302026-08-03

Sponsored

BSV VANGUARD BD INDEX FDS41.4K shares-0.09%2026-06-302026-08-03

IWP ISHARES TR21.9K shares48.10%2026-06-302026-08-03

TXN TEXAS INSTRS INC10.7K shares2.08%2026-06-302026-08-03

KHC KRAFT HEINZ CO131.9K shares-6.07%2026-06-302026-08-03

INTU INTUIT11.9K shares-23.24%2026-06-302026-08-03

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND24.5K shares-3.53%2026-06-302026-08-03

NKE NIKE INC74.2K shares-7.44%2026-06-302026-08-03

IWS ISHARES TR18.1K shares32.38%2026-06-302026-08-03

Sponsored

AMTM AMENTUM HOLDINGS INC141.4K shares21.02%2026-06-302026-08-03

VGT VANGUARD WORLD FD24.0K shares775.09%2026-06-302026-08-03

MTB M & T BK CORP11.7K shares0.46%2026-06-302026-08-03

QUANTA SVCS INC QUANTA SVCS INC3.7K shares-17.68%2026-06-302026-08-03

SCHD SCHWAB STRATEGIC TR82.0K shares-1.23%2026-06-302026-08-03

IVE ISHARES TR11.4K shares0.18%2026-06-302026-08-03

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC18.9K sharesnew addition2026-06-302026-08-03

GE GE AEROSPACE6.8K shares3.77%2026-06-302026-08-03

Sponsored

TMO THERMO FISHER SCIENTIFIC INC4.9K shares-1.02%2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC27.5K shares0.60%2026-06-302026-08-03

HPQ HP INC107.7K shares0.00%2026-06-302026-08-03

WAT WATERS CORP6.3K shares5.99%2026-06-302026-08-03

MO ALTRIA GROUP INC31.1K shares-1.09%2026-06-302026-08-03

ABBVIE INC ABBVIE INC8.9K shares3.81%2026-06-302026-08-03

SYY SYSCO CORP26.6K shares-70.87%2026-06-302026-08-03

GEV GE VERNOVA INC1.9K shares7.63%2026-06-302026-08-03

Sponsored

WPM WHEATON PRECIOUS METALS CORP18.8K shares-17.52%2026-06-302026-08-03

ITA ISHARES TR8.5K shares-3.17%2026-06-302026-08-03

GPC GENUINE PARTS CO16.6K shares-10.95%2026-06-302026-08-03

CORTEVA INC CORTEVA INC22.9K shares0.21%2026-06-302026-08-03

CHD CHURCH & DWIGHT CO INC20.0K shares-3.45%2026-06-302026-08-03

VGSH VANGUARD SCOTTSDALE FDS33.2K shares13.06%2026-06-302026-08-03

MLM MARTIN MARIETTA MATLS INC3.2K shares0.00%2026-06-302026-08-03

PEG PUBLIC SVC ENTERPRISE GROUP22.9K shares-9.54%2026-06-302026-08-03

Sponsored

BKNG BOOKING HOLDINGS INC10.2K shares2355.56%2026-06-302026-08-03

QDF FLEXSHARES TR19.8K shares0.00%2026-06-302026-08-03

BK BANK OF NY MELLON CORP12.2K shares-4.79%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO5.1K shares-2.63%2026-06-302026-08-03

UNP UNION PAC CORP6.3K shares-0.78%2026-06-302026-08-03

SNDK SANDISK CORP741 shares0.41%2026-06-302026-08-03

VLO VALERO ENERGY CORP6.5K shares0.09%2026-06-302026-08-03

3M CO 3M CO10.4K shares-4.75%2026-06-302026-08-03

Sponsored

SCHX SCHWAB STRATEGIC TR56.7K shares-2.82%2026-06-302026-08-03

RSPT INVESCO EXCHANGE TRADED FD T25.5K shares-5.85%2026-06-302026-08-03

DGRO ISHARES TR21.7K shares7.89%2026-06-302026-08-03

VGLT VANGUARD SCOTTSDALE FDS29.4K shares14.22%2026-06-302026-08-03

DGRW WISDOMTREE TR16.9K shares-2.78%2026-06-302026-08-03

BX BLACKSTONE INC13.6K shares0.55%2026-06-302026-08-03

IWN ISHARES TR7.1K shares-5.11%2026-06-302026-08-03

SBUX STARBUCKS CORP15.2K shares-7.09%2026-06-302026-08-03

Sponsored

USHY ISHARES TR41.6K shares29.16%2026-06-302026-08-03

ETN EATON CORP PLC3.6K shares-8.09%2026-06-302026-08-03

ECL ECOLAB INC5.5K shares0.44%2026-06-302026-08-03

C CITIGROUP INC10.8K shares-0.30%2026-06-302026-08-03

CAT CATERPILLAR INC1.4K shares-14.43%2026-06-302026-08-03

F FORD MTR CO107.2K shares0.23%2026-06-302026-08-03

EMR EMERSON ELEC CO10.4K shares-2.66%2026-06-302026-08-03

IDV ISHARES TR35.6K shares-0.53%2026-06-302026-08-03

Sponsored

SHW SHERWIN WILLIAMS CO4.3K shares1.07%2026-06-302026-08-03

EPD ENTERPRISE PRODS PARTNERS L39.9K shares5.74%2026-06-302026-08-03

BAC BANK OF AMER CORP25.6K shares-2.08%2026-06-302026-08-03

WDC WESTERN DIGITAL CORP2.3K shares0.44%2026-06-302026-08-03

FSLR FIRST SOLAR INC6.0K shares0.03%2026-06-302026-08-03

ROST ROSS STORES INC6.6K shares-6.72%2026-06-302026-08-03

ALL ALLSTATE CORP5.9K shares0.19%2026-06-302026-08-03

FLOT ISHARES TR26.7K shares-10.27%2026-06-302026-08-03

Sponsored

VTEB VANGUARD MUN BD FDS26.7K shares1.32%2026-06-302026-08-03

SKY CHAMPION HOMES INC15.1K shares0.67%2026-06-302026-08-03

HONEYWELL INTL INC HONEYWELL INTL INC5.9K sharesnew addition2026-06-302026-08-03

IEI ISHARES TR11.1K shares-4.77%2026-06-302026-08-03

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.9K sharesnew addition2026-06-302026-08-03

DIS DISNEY WALT CO13.2K shares-3.89%2026-06-302026-08-03

MMC MARSH & MCLENNAN COS INC7.6K shares-13.45%2026-06-302026-08-03

GWX SPDR INDEX SHS FDS28.7K shares-5.10%2026-06-302026-08-03

Sponsored

EMB ISHARES TR12.9K shares47.05%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC10.6K shares-2.76%2026-06-302026-08-03

PFE PFIZER INC50.0K shares-1.43%2026-06-302026-08-03

VO VANGUARD INDEX FDS14.6K shares290.93%2026-06-302026-08-03

CRM SALESFORCE INC7.3K shares-4.15%2026-06-302026-08-03

WMT WALMART INC10.1K shares-10.07%2026-06-302026-08-03

SUB ISHARES TR10.4K shares0.00%2026-06-302026-08-03

SYK STRYKER CORPORATION3.5K shares2.11%2026-06-302026-08-03

Sponsored

CHUBB LIMITED CHUBB LIMITED3.2K shares4.75%2026-06-302026-08-03

VTEI VANGUARD MUN BD FDS10.9K shares0.00%2026-06-302026-08-03

PNC PNC FINL SVCS GROUP INC4.4K shares7.65%2026-06-302026-08-03

EOG EOG RES INC8.2K shares-1.78%2026-06-302026-08-03

FBTC FIDELITY WISE ORIGIN BITCOIN20.8K shares5.67%2026-06-302026-08-03

VTIP VANGUARD MALVERN FDS20.9K shares10.33%2026-06-302026-08-03

LMT LOCKHEED MARTIN CORP2.0K shares-0.39%2026-06-302026-08-03

QCOM QUALCOMM INC5.6K shares1.79%2026-06-302026-08-03

Sponsored

HSY HERSHEY CO5.8K shares-0.72%2026-06-302026-08-03

SOUTHERN CO SOUTHERN CO10.6K shares0.31%2026-06-302026-08-03

SCHY SCHWAB STRATEGIC TR31.6K shares0.00%2026-06-302026-08-03

UPRO PROSHARES TR7.0K shares0.00%2026-06-302026-08-03

EFG ISHARES TR7.5K shares-1.05%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC810 shares0.75%2026-06-302026-08-03

COR CENCORA INC3.3K shares-4.82%2026-06-302026-08-03

NVS NOVARTIS AG5.9K shares-1.55%2026-06-302026-08-03

Sponsored

SMH VANECK ETF TRUST1.4K shares6.12%2026-06-302026-08-03

GWW WW GRAINGER INC668 shares-2.62%2026-06-302026-08-03

PANW PALO ALTO NETWORKS INC2.6K shares-10.21%2026-06-302026-08-03

MS MORGAN STANLEY4.1K shares5.43%2026-06-302026-08-03

DBEF DBX ETF TR15.7K shares-10.71%2026-06-302026-08-03

VB VANGUARD INDEX FDS2.8K shares-0.25%2026-06-302026-08-03

ADP AUTOMATIC DATA PROCESSING IN3.7K shares1.19%2026-06-302026-08-03

LSCC LATTICE SEMICONDUCTOR CORP5.4K shares0.45%2026-06-302026-08-03

Sponsored

PTMC PACER FDS TR19.7K shares-0.18%2026-06-302026-08-03

TT TRANE TECHNOLOGIES PLC1.6K shares-2.13%2026-06-302026-08-03

MUSA MURPHY USA INC1.5K shares-83.75%2026-06-302026-08-03

STT STATE STR CORP4.6K shares-3.85%2026-06-302026-08-03

ZBH ZIMMER BIOMET HOLDINGS INC8.9K shares-12.27%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.10.5K shares-8.24%2026-06-302026-08-03

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares-50.00%2026-06-302026-08-03

IDEV ISHARES TR8.4K sharesnew addition2026-06-302026-08-03

Sponsored

SHEL SHELL PLC9.5K shares0.53%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares69.67%2026-06-302026-08-03

QYLD GLOBAL X FDS39.3K shares0.24%2026-06-302026-08-03

EFV ISHARES TR9.5K shares0.00%2026-06-302026-08-03

SOLS SOLSTICE ADVANCED MATLS INC8.1K shares-5.40%2026-06-302026-08-03

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC943 shares-0.11%2026-06-302026-08-03

CEG CONSTELLATION ENERGY CORP2.9K shares-7.10%2026-06-302026-08-03

SPHQ INVESCO EXCHANGE TRADED FD T7.8K shares0.00%2026-06-302026-08-03

Sponsored

IEF ISHARES TR7.3K shares-32.53%2026-06-302026-08-03

VXUS VANGUARD STAR FDS8.0K shares0.00%2026-06-302026-08-03

MDY STATE STR SPDR S&P MIDCAP 40975 shares0.00%2026-06-302026-08-03

USB US BANCORP11.3K shares-4.85%2026-06-302026-08-03

DOW DOW HLDGS INC24.7K shares0.43%2026-06-302026-08-03

XLY SELECT SECTOR SPDR TR5.7K shares-4.10%2026-06-302026-08-03

APD AIR PRODUCTS AND CHEMICALS I2.3K shares-9.89%2026-06-302026-08-03

WSFS WSFS FINL CORP8.7K shares0.07%2026-06-302026-08-03

Sponsored

WFC WELLS FARGO & CO8.0K shares-2.44%2026-06-302026-08-03

LIN LINDE PLC1.2K shares23.42%2026-06-302026-08-03

LABCORP HOLDINGS INC LABCORP HOLDINGS INC2.3K shares-0.35%2026-06-302026-08-03

S&P GLOBAL INC S&P GLOBAL INC1.6K shares5.00%2026-06-302026-08-03

DFUS DIMENSIONAL ETF TRUST7.7K shares0.00%2026-06-302026-08-03

DFUV DIMENSIONAL ETF TRUST11.4K shares0.78%2026-06-302026-08-03

CCI CROWN CASTLE INC8.3K shares-1.08%2026-06-302026-08-03

MCK MCKESSON CORP826 shares2.10%2026-06-302026-08-03

Sponsored

SCCO SOUTHERN COPPER CORP3.6K shares1.16%2026-06-302026-08-03

PDP INVESCO EXCHANGE TRADED FD T4.1K shares0.00%2026-06-302026-08-03

ISRG INTUITIVE SURGICAL INC1.5K shares-12.66%2026-06-302026-08-03

BA BOEING CO2.8K shares-15.24%2026-06-302026-08-03

SCHW SCHWAB CHARLES CORP6.5K shares2.67%2026-06-302026-08-03

WTAI WISDOMTREE TR12.6K shares-3.19%2026-06-302026-08-03

MTUM ISHARES TR1.7K shares58.07%2026-06-302026-08-03

GOVT ISHARES TR25.9K shares-5.40%2026-06-302026-08-03

Sponsored

RSG REPUBLIC SVCS INC2.7K shares-6.28%2026-06-302026-08-03

AFL AFLAC INC4.9K shares1.87%2026-06-302026-08-03

DE DEERE & CO906 shares-4.63%2026-06-302026-08-03

KEY KEYCORP24.9K shares-0.00%2026-06-302026-08-03

JEPI J P MORGAN EXCHANGE TRADED F10.0K shares-6.33%2026-06-302026-08-03

PFFA ETFIS SER TR I27.2K shares11.45%2026-06-302026-08-03

FFIV F5 INC1.3K shares0.00%2026-06-302026-08-03

VSDM VANGUARD MUN BD FDS7.2K shares29.68%2026-06-302026-08-03

Sponsored

GILD GILEAD SCIENCES INC4.4K shares-2.63%2026-06-302026-08-03

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR12.1K shares1.86%2026-06-302026-08-03

IGSB ISHARES TR10.3K shares-21.13%2026-06-302026-08-03

VBIL VANGUARD INSTL INDEX FD7.1K sharesnew addition2026-06-302026-08-03

DFAS DIMENSIONAL ETF TRUST6.5K shares1.49%2026-06-302026-08-03

VBR VANGUARD INDEX FDS2.2K shares-2.79%2026-06-302026-08-03

XLV SELECT SECTOR SPDR TR3.3K shares2.29%2026-06-302026-08-03

IXN ISHARES TR3.6K shares0.00%2026-06-302026-08-03

Sponsored

SHOP SHOPIFY INC4.5K shares-18.49%2026-06-302026-08-03

BITB BITWISE BITCOIN ETF TR15.8K shares-9.53%2026-06-302026-08-03

SLB SLB LIMITED10.8K shares-23.62%2026-06-302026-08-03

XLC SELECT SECTOR SPDR TR4.6K shares3.22%2026-06-302026-08-03

CVS CVS HEALTH CORP4.8K shares-4.50%2026-06-302026-08-03

SERVICENOW INC SERVICENOW INC5.0K shares-42.43%2026-06-302026-08-03

DGX QUEST DIAGNOSTICS INC2.3K shares-3.79%2026-06-302026-08-03

HCA HCA HEALTHCARE INC1.2K shares-24.22%2026-06-302026-08-03

Sponsored

KWR QUAKER HOUGHTON3.0K sharesnew addition2026-06-302026-08-03

IQDF FLEXSHARES TR13.5K shares-18.87%2026-06-302026-08-03

MBB ISHARES TR4.9K shares18.66%2026-06-302026-08-03

GM GENERAL MTRS CO5.9K shares4.19%2026-06-302026-08-03

EXPE EXPEDIA GROUP INC1.8K shares-0.39%2026-06-302026-08-03

TPR TAPESTRY INC3.1K shares1.65%2026-06-302026-08-03

SMIN ISHARES TR6.4K shares-0.03%2026-06-302026-08-03

DVY ISHARES TR2.9K shares0.00%2026-06-302026-08-03

Sponsored

SCHG SCHWAB STRATEGIC TR13.2K shares0.00%2026-06-302026-08-03

CACI CACI INTL INC963 shares0.63%2026-06-302026-08-03

XLF SELECT SECTOR SPDR TR8.3K shares8.81%2026-06-302026-08-03

TGT TARGET CORP3.4K shares2.53%2026-06-302026-08-03

LII LENNOX INTL INC766 shares-0.39%2026-06-302026-08-03

NDSN NORDSON CORP1.5K shares0.41%2026-06-302026-08-03

SHY ISHARES TR5.3K shares-0.49%2026-06-302026-08-03

VCRM VANGUARD MUN BD FDS5.7K shares0.35%2026-06-302026-08-03

Sponsored

SCHV SCHWAB STRATEGIC TR12.4K shares0.00%2026-06-302026-08-03

DUK DUKE ENERGY CORP NEW3.3K shares4.04%2026-06-302026-08-03

DRI DARDEN RESTAURANTS INC2.1K shares0.49%2026-06-302026-08-03

ITW ILLINOIS TOOL WKS INC1.6K shares3.68%2026-06-302026-08-03

SCHQ SCHWAB STRATEGIC TR13.4K shares-9.15%2026-06-302026-08-03

UYG PROSHARES TR4.9K shares-0.97%2026-06-302026-08-03

BRC BRADY CORP4.6K shares8.86%2026-06-302026-08-03

XAR SPDR SERIES TRUST1.5K shares-17.14%2026-06-302026-08-03

Sponsored

OMC OMNICOM GROUP INC5.6K shares-6.36%2026-06-302026-08-03

CRL CHARLES RIV LABS INTL INC1.8K shares0.00%2026-06-302026-08-03

SXI STANDEX INTL CORP1.1K shares0.45%2026-06-302026-08-03

AEP AMERICAN ELEC PWR CO INC2.9K shares2.29%2026-06-302026-08-03

NYF ISHARES TR7.2K shares0.00%2026-06-302026-08-03

BN BROOKFIELD CORP9.1K shares0.78%2026-06-302026-08-03

EXC EXELON CORP8.2K shares0.12%2026-06-302026-08-03

GRMN GARMIN LTD1.6K shares-0.56%2026-06-302026-08-03

Sponsored

DTE DTE ENERGY CO2.5K shares0.08%2026-06-302026-08-03

HYG ISHARES TR4.7K shares1.45%2026-06-302026-08-03

MFC MANULIFE FINL CORP9.3K shares-2.22%2026-06-302026-08-03

CMI CUMMINS INC526 shares-7.39%2026-06-302026-08-03

APH AMPHENOL CORP2.1K shares-19.60%2026-06-302026-08-03

VTES VANGUARD WELLINGTON FD3.7K shares0.00%2026-06-302026-08-03

WRB BERKLEY W R CORP5.3K shares-8.81%2026-06-302026-08-03

FIW FIRST TR EXCHANGE-TRADED FD3.4K shares-12.02%2026-06-302026-08-03

Sponsored

QTUM ETF SER SOLUTIONS2.2K sharesnew addition2026-06-302026-08-03

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.4.1K shares-7.03%2026-06-302026-08-03

CDNS CADENCE DESIGN SYSTEM INC984 shares8.37%2026-06-302026-08-03

L LOEWS CORP3.2K shares0.00%2026-06-302026-08-03

CBOE CBOE GLOBAL MKTS INC1.5K shares0.74%2026-06-302026-08-03

CCL CARNIVAL CORP LTD12.7K sharesnew addition2026-06-302026-08-03

TRFK PACER FDS TR3.4K shares-5.51%2026-06-302026-08-03

AGX ARGAN INC443 shares-2.64%2026-06-302026-08-03

Sponsored

XOVR ENTREPRENEURSHARES SERIES TR16.7K sharesnew addition2026-06-302026-08-03

CSIQ CANADIAN SOLAR INC21.9K shares0.00%2026-06-302026-08-03

FBND FIDELITY MERRIMACK STR TR7.4K sharesnew addition2026-06-302026-08-03

CNM CORE & MAIN INC7.0K shares0.68%2026-06-302026-08-03

DFIV DIMENSIONAL ETF TRUST6.2K shares0.61%2026-06-302026-08-03

HACK AMPLIFY ETF TR3.2K shares0.00%2026-06-302026-08-03

CI THE CIGNA GROUP1.2K shares22.38%2026-06-302026-08-03

AIQ GLOBAL X FDS5.1K sharesnew addition2026-06-302026-08-03

Sponsored

RJF RAYMOND JAMES FINL INC2.2K shares2.53%2026-06-302026-08-03

MKC MCCORMICK & CO INC6.5K shares-6.91%2026-06-302026-08-03

UL UNILEVER PLC5.4K shares-3.35%2026-06-302026-08-03

DIA STATE STR SPDR DOW JONES IND620 shares0.00%2026-06-302026-08-03

INCY INCYTE CORP2.9K shares0.14%2026-06-302026-08-03

ARCH CAP GROUP LTD ARCH CAP GROUP LTD3.3K shares18.16%2026-06-302026-08-03

HAL HALLIBURTON CO9.5K shares0.00%2026-06-302026-08-03

TD TORONTO DOMINION BK ONT2.6K shares0.88%2026-06-302026-08-03

Sponsored

XLI SELECT SECTOR SPDR TR1.7K shares-8.38%2026-06-302026-08-03

IESC IES HOLDINGS INC428 sharesnew addition2026-06-302026-08-03

HASI HA SUSTAINABLE INFRA CAP INC8.0K shares0.00%2026-06-302026-08-03

AMERIPRISE FINL INC AMERIPRISE FINL INC682 shares0.15%2026-06-302026-08-03

BMY BRISTOL-MYERS SQUIBB CO5.4K shares-1.25%2026-06-302026-08-03

CCJ CAMECO CORP3.0K shares0.30%2026-06-302026-08-03

CL COLGATE PALMOLIVE CO3.4K shares5.57%2026-06-302026-08-03

ASML ASML HLDG NV154 sharesnew addition2026-06-302026-08-03

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL1.4K shares-13.25%2026-06-302026-08-03

VBK VANGUARD INDEX FDS826 shares-0.12%2026-06-302026-08-03

FV FIRST TR EXCHANGE TRADED FD4.0K shares0.00%2026-06-302026-08-03

RIO RIO TINTO PLC3.2K shares0.19%2026-06-302026-08-03

ASTS AST SPACEMOBILE INC3.4K shares-1.44%2026-06-302026-08-03

GD GENERAL DYNAMICS CORP827 shares6.44%2026-06-302026-08-03

TECH BIO-TECHNE CORP4.1K shares3.89%2026-06-302026-08-03

SHYD VANECK ETF TRUST12.6K shares-5.61%2026-06-302026-08-03

Sponsored

VDC VANGUARD WORLD FD1.3K shares-15.31%2026-06-302026-08-03

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION2.6K shares-1.35%2026-06-302026-08-03

SIL GLOBAL X FDS3.7K shares0.00%2026-06-302026-08-03

LRGF ISHARES TR3.7K shares0.00%2026-06-302026-08-03

TTE TOTALENERGIES SE3.6K shares8.09%2026-06-302026-08-03

ADX ADAMS DIVERSIFIED EQUITY FD11.1K shares0.00%2026-06-302026-08-03

NEM NEWMONT CORP3.0K shares0.44%2026-06-302026-08-03

ED CONSOLIDATED EDISON INC2.5K shares0.16%2026-06-302026-08-03

Sponsored

SRVR PACER FDS TR8.6K shares-17.81%2026-06-302026-08-03

COF CAPITAL ONE FINL CORP1.4K shares9.51%2026-06-302026-08-03

PAYX PAYCHEX INC2.8K shares3.47%2026-06-302026-08-03

URA GLOBAL X FDS6.2K shares0.00%2026-06-302026-08-03

SLQT SELECTQUOTE INC322.6K shares0.00%2026-06-302026-08-03

DLTR DOLLAR TREE INC2.2K shares1.36%2026-06-302026-08-03

CNOB CONNECTONE BANCORP INC8.1K shares0.65%2026-06-302026-08-03

TLT ISHARES TR3.1K shares-2.42%2026-06-302026-08-03

Sponsored

CFG CITIZENS FINL GROUP INC3.8K shares0.26%2026-06-302026-08-03

MPLX MPLX LP4.7K shares0.04%2026-06-302026-08-03

SPLV INVESCO EXCH TRADED FD TR II3.6K shares-29.06%2026-06-302026-08-03

CEF SPROTT ASSET MANAGEMENT LP6.6K shares0.00%2026-06-302026-08-03

FTNT FORTINET INC1.7K sharesnew addition2026-06-302026-08-03

O REALTY INCOME CORP4.2K shares24.33%2026-06-302026-08-03

ETR ENTERGY CORP NEW2.3K shares-5.40%2026-06-302026-08-03

VV VANGUARD INDEX FDS755 shares0.27%2026-06-302026-08-03

Sponsored

PRU PRUDENTIAL FINL INC2.4K shares-19.46%2026-06-302026-08-03

UFPI UFP INDUSTRIES INC2.8K shares0.43%2026-06-302026-08-03

ELV ELEVANCE HEALTH INC FORMERLY658 sharesnew addition2026-06-302026-08-03

GPN GLOBAL PMTS INC3.5K shares-49.00%2026-06-302026-08-03

SPMO INVESCO EXCH TRADED FD TR II1.6K sharesnew addition2026-06-302026-08-03

MAR MARRIOTT INTL INC NEW681 shares8.44%2026-06-302026-08-03

UTHR UNITED THERAPEUTICS CORP DEL465 shares0.00%2026-06-302026-08-03

SCHB SCHWAB STRATEGIC TR8.7K shares0.00%2026-06-302026-08-03

Sponsored

MRVL MARVELL TECHNOLOGY INC841 sharesnew addition2026-06-302026-08-03

EOI EATON VANCE ENHANCED EQUITY12.5K shares-16.77%2026-06-302026-08-03

IBN ICICI BANK LIMITED8.4K shares-10.93%2026-06-302026-08-03

CSL CARLISLE COS INC671 shares-1.03%2026-06-302026-08-03

ADOBE INC ADOBE INC1.2K sharesnew addition2026-06-302026-08-03

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW4.5K shares0.20%2026-06-302026-08-03

ROE EA SERIES TRUST5.6K sharesnew addition2026-06-302026-08-03

PPG PPG INDS INC2.0K shares2.49%2026-06-302026-08-03

Sponsored

MMSI MERIT MED SYS INC3.4K shares3.14%2026-06-302026-08-03

MPC MARATHON PETE CORP933 shares0.32%2026-06-302026-08-03

TMUS T-MOBILE US INC1.4K shares12.46%2026-06-302026-08-03

ICLN ISHARES TR11.5K sharesnew addition2026-06-302026-08-03

CAC CAMDEN NATL CORP4.3K shares0.56%2026-06-302026-08-03

PPL CORP PPL CORP6.4K shares12.45%2026-06-302026-08-03

DVA DAVITA INC1.0K sharesnew addition2026-06-302026-08-03

KR KROGER CO4.1K shares0.27%2026-06-302026-08-03

Sponsored

SOXX ISHARES TR357 sharesnew addition2026-06-302026-08-03

KMB KIMBERLY-CLARK CORP2.1K sharesnew addition2026-06-302026-08-03

VNQ VANGUARD INDEX FDS2.3K shares0.51%2026-06-302026-08-03

UNFI UNITED NAT FOODS INC4.9K shares0.00%2026-06-302026-08-03

XLP SELECT SECTOR SPDR TR2.7K shares-3.97%2026-06-302026-08-03

PAYC PAYCOM SOFTWARE INC1.8K sharesnew addition2026-06-302026-08-03

FSS FEDERAL SIGNAL CORP1.7K sharesnew addition2026-06-302026-08-03

ETH GRAYSCALE ETHEREUM STAKING14.8K shares-0.95%2026-06-302026-08-03

Sponsored

EFX EQUIFAX INC1.4K shares-3.71%2026-06-302026-08-03

IJT ISHARES TR1.2K sharesnew addition2026-06-302026-08-03

EMO CLEARBRIDGE ENERGY MIDSTREAM4.4K shares2.03%2026-06-302026-08-03

HDV ISHARES TR8.1K shares414.47%2026-06-302026-08-03

VLY VALLEY NATL BANCORP15.0K shares0.29%2026-06-302026-08-03

WMB WILLIAMS COS INC2.9K sharesnew addition2026-06-302026-08-03

CNRG SPDR SERIES TRUST1.9K sharesnew addition2026-06-302026-08-03

BMI BADGER METER INC1.4K shares1.66%2026-06-302026-08-03

Sponsored

ABNB AIRBNB INC1.4K shares-25.21%2026-06-302026-08-03

SDY SPDR SERIES TRUST1.3K shares-9.59%2026-06-302026-08-03

TRGP TARGA RES CORP755 sharesnew addition2026-06-302026-08-03

DVN DEVON ENERGY CORP NEW4.9K sharesnew addition2026-06-302026-08-03

FLEX FLEX LTD1.2K sharesnew addition2026-06-302026-08-03

AME AMETEK INC829 sharesnew addition2026-06-302026-08-03

FSSL FS SPECIALTY LENDING FD15.2K shares0.00%2026-06-302026-08-03

GNL GLOBAL NET LEASE INC18.3K shares0.00%2026-06-302026-08-03

Sponsored

BBN BLACKROCK TAX MUNICPAL BD TR10.1K shares-14.79%2026-06-302026-08-03

PDBC INVESCO ACTVELY MNGD ETC FD10.1K shares-0.03%2026-06-302026-08-03

RIG TRANSOCEAN LTD21.9K shares21.65%2026-06-302026-08-03

AMPG AMPLITECH GROUP INC14.8K shares0.00%2026-06-302026-08-03

TE T1 ENERGY INC10.0K shares0.00%2026-06-302026-08-03

ASM AVINO SILVER & GOLD MINES LT12.1K shares0.00%2026-06-302026-08-03

PHK PIMCO HIGH INCOME FD11.3K shares0.00%2026-06-302026-08-03

CGTX COGNITION THERAPEUTICS INC29.1K shares0.00%2026-06-302026-08-03

Sponsored

ISHARES TR

-0.41%

Shares167.8K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

0.64%

Shares371.3K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD BD INDEX FDS

1.71%

Shares1.4M

Event2026-06-30

Filed2026-08-03

IWY

ISHARES TR

-1.17%

Shares255.8K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

0.28%

Shares178.2K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

-3.51%

Shares875.2K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

0.49%

Shares157.1K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

0.52%

Shares133.1K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

-4.43%

Shares359.7K

Event2026-06-30

Filed2026-08-03

KLAC

KLA CORP

859.38%

Shares120.9K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.14%

Shares65.9K

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

403.86%

Shares265.1K

Event2026-06-30

Filed2026-08-03

ISHARES TR

32.84%

Shares318.4K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

19.77%

Shares42.0K

Event2026-06-30

Filed2026-08-03

QUAL

ISHARES TR

-8.34%

Shares131.0K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

-1.01%

Shares220.1K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

3.07%

Shares107.7K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-0.96%

Shares114.2K

Event2026-06-30

Filed2026-08-03

VOT

VANGUARD INDEX FDS

-8.46%

Shares86.8K

Event2026-06-30

Filed2026-08-03

IWX

ISHARES TR

-2.34%

Shares236.8K

Event2026-06-30

Filed2026-08-03

JPST

J P MORGAN EXCHANGE TRADED F

-1.13%

Shares475.8K

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

36.32%

Shares99.2K

Event2026-06-30

Filed2026-08-03

EFA

ISHARES TR

43.27%

Shares229.2K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

2.68%

Shares122.8K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

-0.54%

Shares60.3K

Event2026-06-30

Filed2026-08-03

JOHNSON CONTROLS INTERNATION

-0.06%

Shares140.0K

Event2026-06-30

Filed2026-08-03

SCZ

ISHARES TR

4.52%

Shares241.2K

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

1.96%

Shares124.6K

Event2026-06-30

Filed2026-08-03

VOE

VANGUARD INDEX FDS

-11.70%

Shares95.8K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

-0.32%

Shares124.0K

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

18.88%

Shares254.6K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

8.50%

Shares127.1K

Event2026-06-30

Filed2026-08-03

DHR

DANAHER CORP DEL

19.43%

Shares91.0K

Event2026-06-30

Filed2026-08-03

RPRX

ROYALTY PHARMA PLC

-0.22%

Shares305.8K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

4.72%

Shares58.5K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

9.65%

Shares82.1K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

-1.15%

Shares42.7K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

0.66%

Shares21.6K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

-2.05%

Shares19.8K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

-0.28%

Shares96.7K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

-0.62%

Shares58.4K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

-0.11%

Shares81.3K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

-1.55%

Shares23.5K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

-1.96%

Shares18.1K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

2.09%

Shares153.9K

Event2026-06-30

Filed2026-08-03

TJX

TJX COS INC NEW

-0.10%

Shares81.0K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

-2.09%

Shares45.4K

Event2026-06-30

Filed2026-08-03

ADI

ANALOG DEVICES INC

-0.95%

Shares30.4K

Event2026-06-30

Filed2026-08-03

TFC

TRUIST FINL CORP

0.65%

Shares241.5K

Event2026-06-30

Filed2026-08-03

COP

CONOCOPHILLIPS

-0.04%

Shares115.7K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

-0.33%

Shares31.8K

Event2026-06-30

Filed2026-08-03

PSX

PHILLIPS 66

-0.91%

Shares70.1K

Event2026-06-30

Filed2026-08-03

EVRG

EVERGY INC

-1.16%

Shares128.0K

Event2026-06-30

Filed2026-08-03

MEDTRONIC PLC

1.61%

Shares140.2K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

0.32%

Shares11.2K

Event2026-06-30

Filed2026-08-03

CME

CME GROUP INC

0.29%

Shares48.5K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO EXCHANGE TRADED FD T

1.58%

Shares50.0K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

-0.86%

Shares25.6K

Event2026-06-30

Filed2026-08-03

COWZ

PACER FDS TR

-16.72%

Shares169.6K

Event2026-06-30

Filed2026-08-03

VCSH

VANGUARD SCOTTSDALE FDS

7.50%

Shares129.8K

Event2026-06-30

Filed2026-08-03

DOLLAR GEN CORP

1.26%

Shares88.3K

Event2026-06-30

Filed2026-08-03

FIRSTENERGY CORP

-0.86%

Shares207.8K

Event2026-06-30

Filed2026-08-03

VISA INC

4.74%

Shares28.6K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

-15.48%

Shares69.6K

Event2026-06-30

Filed2026-08-03

IJK

ISHARES TR

-3.37%

Shares81.0K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

1.59%

Shares103.6K

Event2026-06-30

Filed2026-08-03

MDLZ

MONDELEZ INTL INC

-0.10%

Shares156.0K

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

-2.95%

Shares167.9K

Event2026-06-30

Filed2026-08-03

JACOBS SOLUTIONS INC

1.99%

Shares67.6K

Event2026-06-30

Filed2026-08-03

NTR

NUTRIEN LTD

0.62%

Shares132.8K

Event2026-06-30

Filed2026-08-03

AMRZ

AMRIZE LTD

0.92%

Shares155.4K

Event2026-06-30

Filed2026-08-03

IWR

ISHARES TR

27.73%

Shares74.5K

Event2026-06-30

Filed2026-08-03

NSC

NORFOLK SOUTHN CORP

6.53%

Shares25.8K

Event2026-06-30

Filed2026-08-03

SSNC

SS&C TECH HLDGS

-5.52%

Shares130.6K

Event2026-06-30

Filed2026-08-03

IJJ

ISHARES TR

-1.35%

Shares54.7K

Event2026-06-30

Filed2026-08-03

QLD

PROSHARES TR

-1.57%

Shares83.3K

Event2026-06-30

Filed2026-08-03

KIM

KIMCO REALTY CORP

0.31%

Shares311.3K

Event2026-06-30

Filed2026-08-03

AT&T INC

2.93%

Shares367.1K

Event2026-06-30

Filed2026-08-03

DOMINION ENERGY INC

-0.74%

Shares107.6K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

-0.96%

Shares172.1K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

0.92%

Shares53.1K

Event2026-06-30

Filed2026-08-03

IVW

ISHARES TR

0.77%

Shares51.7K

Event2026-06-30

Filed2026-08-03

BDX

BECTON DICKINSON & CO

1.13%

Shares46.3K

Event2026-06-30

Filed2026-08-03

IJR

ISHARES TR

4.31%

Shares46.5K

Event2026-06-30

Filed2026-08-03

KEYS

KEYSIGHT TECHNOLOGIES INC

0.08%

Shares19.1K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

-1.81%

Shares17.5K

Event2026-06-30

Filed2026-08-03

GVI

ISHARES TR

-2.77%

Shares58.5K

Event2026-06-30

Filed2026-08-03

VPU

VANGUARD WORLD FD

-1.29%

Shares31.4K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

3.73%

Shares16.6K

Event2026-06-30

Filed2026-08-03

FAST

FASTENAL CO

3.73%

Shares125.5K

Event2026-06-30

Filed2026-08-03

VGIT

VANGUARD SCOTTSDALE FDS

12.23%

Shares101.4K

Event2026-06-30

Filed2026-08-03

OTIS

OTIS WORLDWIDE CORP

30.14%

Shares82.6K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

8.71%

Shares10.2K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

14.11%

Shares71.1K

Event2026-06-30

Filed2026-08-03

RAAX

VANECK ETF TRUST

New

Shares148.4K

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP

0.17%

Shares5.9K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

0.31%

Shares5.6K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

470.42%

Shares65.1K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

1.20%

Shares29.3K

Event2026-06-30

Filed2026-08-03

IDEXX LABS INC

-1.07%

Shares10.2K

Event2026-06-30

Filed2026-08-03

PTLC

PACER FDS TR

-2.63%

Shares91.0K

Event2026-06-30

Filed2026-08-03

AWK

AMERICAN WTR WKS CO INC NEW

0.93%

Shares40.3K

Event2026-06-30

Filed2026-08-03

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares117.4K

Event2026-06-30

Filed2026-08-03

ASTRAZENECA PLC

0.15%

Shares27.8K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

-2.32%

Shares10.1K

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

-9.71%

Shares82.5K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

58.82%

Shares15.4K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

3.69%

Shares20.7K

Event2026-06-30

Filed2026-08-03

VCIT

VANGUARD SCOTTSDALE FDS

0.53%

Shares54.5K

Event2026-06-30

Filed2026-08-03

SNA

SNAP ON INC

1.79%

Shares11.0K

Event2026-06-30

Filed2026-08-03

AMERICAN HOMES 4 RENT

New

Shares131.3K

Event2026-06-30

Filed2026-08-03

AGILENT TECHNOLOGIES INC

-0.06%

Shares32.3K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

19.90%

Shares54.6K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

-0.06%

Shares23.0K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

-0.79%

Shares3.4K

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

-3.64%

Shares9.2K

Event2026-06-30

Filed2026-08-03

QNITY ELECTRONICS INC

-3.29%

Shares24.0K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

-0.94%

Shares4.1K

Event2026-06-30

Filed2026-08-03

BROADRIDGE FINL SOLUTIONS IN

-4.13%

Shares28.0K

Event2026-06-30

Filed2026-08-03

IAU

ISHARES GOLD TR

-0.64%

Shares48.9K

Event2026-06-30

Filed2026-08-03

ISHARES TR

0.79%

Shares37.4K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

-5.28%

Shares14.0K

Event2026-06-30

Filed2026-08-03

LOW

LOWES COS INC

-1.28%

Shares15.9K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

7.63%

Shares9.6K

Event2026-06-30

Filed2026-08-03

MUB

ISHARES TR

12.98%

Shares31.6K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

4.76%

Shares7.9K

Event2026-06-30

Filed2026-08-03

IWB

ISHARES TR

-0.71%

Shares8.1K

Event2026-06-30

Filed2026-08-03

PTNQ

PACER FDS TR

-0.91%

Shares37.2K

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

-0.09%

Shares41.4K

Event2026-06-30

Filed2026-08-03

IWP

ISHARES TR

48.10%

Shares21.9K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

2.08%

Shares10.7K

Event2026-06-30

Filed2026-08-03

KHC

KRAFT HEINZ CO

-6.07%

Shares131.9K

Event2026-06-30

Filed2026-08-03

INTU

INTUIT

-23.24%

Shares11.9K

Event2026-06-30

Filed2026-08-03

ACCENTURE PLC IRELAND

-3.53%

Shares24.5K

Event2026-06-30

Filed2026-08-03

NKE

NIKE INC

-7.44%

Shares74.2K

Event2026-06-30

Filed2026-08-03

IWS

ISHARES TR

32.38%

Shares18.1K

Event2026-06-30

Filed2026-08-03

AMTM

AMENTUM HOLDINGS INC

21.02%

Shares141.4K

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD WORLD FD

775.09%

Shares24.0K

Event2026-06-30

Filed2026-08-03

MTB

M & T BK CORP

0.46%

Shares11.7K

Event2026-06-30

Filed2026-08-03

QUANTA SVCS INC

-17.68%

Shares3.7K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

-1.23%

Shares82.0K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES TR

0.18%

Shares11.4K

Event2026-06-30

Filed2026-08-03

DUPONT DE NEMOURS INC

New

Shares18.9K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

3.77%

Shares6.8K

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC

-1.02%

Shares4.9K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

0.60%

Shares27.5K

Event2026-06-30

Filed2026-08-03

HPQ

HP INC

0.00%

Shares107.7K

Event2026-06-30

Filed2026-08-03

WAT

WATERS CORP

5.99%

Shares6.3K

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC

-1.09%

Shares31.1K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

3.81%

Shares8.9K

Event2026-06-30

Filed2026-08-03

SYY

SYSCO CORP

-70.87%

Shares26.6K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

7.63%

Shares1.9K

Event2026-06-30

Filed2026-08-03

WPM

WHEATON PRECIOUS METALS CORP

-17.52%

Shares18.8K

Event2026-06-30

Filed2026-08-03

ITA

ISHARES TR

-3.17%

Shares8.5K

Event2026-06-30

Filed2026-08-03

GPC

GENUINE PARTS CO

-10.95%

Shares16.6K

Event2026-06-30

Filed2026-08-03

CORTEVA INC

0.21%

Shares22.9K

Event2026-06-30

Filed2026-08-03

CHD

CHURCH & DWIGHT CO INC

-3.45%

Shares20.0K

Event2026-06-30

Filed2026-08-03

VGSH

VANGUARD SCOTTSDALE FDS

13.06%

Shares33.2K

Event2026-06-30

Filed2026-08-03

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-03

PEG

PUBLIC SVC ENTERPRISE GROUP

-9.54%

Shares22.9K

Event2026-06-30

Filed2026-08-03

BKNG

BOOKING HOLDINGS INC

2355.56%

Shares10.2K

Event2026-06-30

Filed2026-08-03

QDF

FLEXSHARES TR

0.00%

Shares19.8K

Event2026-06-30

Filed2026-08-03

BANK OF NY MELLON CORP

-4.79%

Shares12.2K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

-2.63%

Shares5.1K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP

-0.78%

Shares6.3K

Event2026-06-30

Filed2026-08-03

SNDK

SANDISK CORP

0.41%

Shares741

Event2026-06-30

Filed2026-08-03

VLO

VALERO ENERGY CORP

0.09%

Shares6.5K

Event2026-06-30

Filed2026-08-03

3M CO

-4.75%

Shares10.4K

Event2026-06-30

Filed2026-08-03

SCHX

SCHWAB STRATEGIC TR

-2.82%

Shares56.7K

Event2026-06-30

Filed2026-08-03

RSPT

INVESCO EXCHANGE TRADED FD T

-5.85%

Shares25.5K

Event2026-06-30

Filed2026-08-03

DGRO

ISHARES TR

7.89%

Shares21.7K

Event2026-06-30

Filed2026-08-03

VGLT

VANGUARD SCOTTSDALE FDS

14.22%

Shares29.4K

Event2026-06-30

Filed2026-08-03

DGRW

WISDOMTREE TR

-2.78%

Shares16.9K

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC

0.55%

Shares13.6K

Event2026-06-30

Filed2026-08-03

IWN

ISHARES TR

-5.11%

Shares7.1K

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

-7.09%

Shares15.2K

Event2026-06-30

Filed2026-08-03

USHY

ISHARES TR

29.16%

Shares41.6K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

-8.09%

Shares3.6K

Event2026-06-30

Filed2026-08-03

ECL

ECOLAB INC

0.44%

Shares5.5K

Event2026-06-30

Filed2026-08-03

CITIGROUP INC

-0.30%

Shares10.8K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

-14.43%

Shares1.4K

Event2026-06-30

Filed2026-08-03

FORD MTR CO

0.23%

Shares107.2K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO

-2.66%

Shares10.4K

Event2026-06-30

Filed2026-08-03

IDV

ISHARES TR

-0.53%

Shares35.6K

Event2026-06-30

Filed2026-08-03

SHW

SHERWIN WILLIAMS CO

1.07%

Shares4.3K

Event2026-06-30

Filed2026-08-03

EPD

ENTERPRISE PRODS PARTNERS L

5.74%

Shares39.9K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

-2.08%

Shares25.6K

Event2026-06-30

Filed2026-08-03

WDC

WESTERN DIGITAL CORP

0.44%

Shares2.3K

Event2026-06-30

Filed2026-08-03

FSLR

FIRST SOLAR INC

0.03%

Shares6.0K

Event2026-06-30

Filed2026-08-03

ROST

ROSS STORES INC

-6.72%

Shares6.6K

Event2026-06-30

Filed2026-08-03

ALL

ALLSTATE CORP

0.19%

Shares5.9K

Event2026-06-30

Filed2026-08-03

FLOT

ISHARES TR

-10.27%

Shares26.7K

Event2026-06-30

Filed2026-08-03

VTEB

VANGUARD MUN BD FDS

1.32%

Shares26.7K

Event2026-06-30

Filed2026-08-03

SKY

CHAMPION HOMES INC

0.67%

Shares15.1K

Event2026-06-30

Filed2026-08-03

HONEYWELL INTL INC

New

Shares5.9K

Event2026-06-30

Filed2026-08-03

IEI

ISHARES TR

-4.77%

Shares11.1K

Event2026-06-30

Filed2026-08-03

HONEYWELL AEROSPACE INC

New

Shares5.9K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

-3.89%

Shares13.2K

Event2026-06-30

Filed2026-08-03

MMC

MARSH & MCLENNAN COS INC

-13.45%

Shares7.6K

Event2026-06-30

Filed2026-08-03

GWX

SPDR INDEX SHS FDS

-5.10%

Shares28.7K

Event2026-06-30

Filed2026-08-03

EMB

ISHARES TR

47.05%

Shares12.9K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

-2.76%

Shares10.6K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

-1.43%

Shares50.0K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

290.93%

Shares14.6K

Event2026-06-30

Filed2026-08-03

CRM

SALESFORCE INC

-4.15%

Shares7.3K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

-10.07%

Shares10.1K

Event2026-06-30

Filed2026-08-03

SUB

ISHARES TR

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-03

SYK

STRYKER CORPORATION

2.11%

Shares3.5K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED

4.75%

Shares3.2K

Event2026-06-30

Filed2026-08-03

VTEI

VANGUARD MUN BD FDS

0.00%

Shares10.9K

Event2026-06-30

Filed2026-08-03

PNC

PNC FINL SVCS GROUP INC

7.65%

Shares4.4K

Event2026-06-30

Filed2026-08-03

EOG

EOG RES INC

-1.78%

Shares8.2K

Event2026-06-30

Filed2026-08-03

FBTC

FIDELITY WISE ORIGIN BITCOIN

5.67%

Shares20.8K

Event2026-06-30

Filed2026-08-03

VTIP

VANGUARD MALVERN FDS

10.33%

Shares20.9K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP

-0.39%

Shares2.0K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

1.79%

Shares5.6K

Event2026-06-30

Filed2026-08-03

HSY

HERSHEY CO

-0.72%

Shares5.8K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

0.31%

Shares10.6K

Event2026-06-30

Filed2026-08-03

SCHY

SCHWAB STRATEGIC TR

0.00%

Shares31.6K

Event2026-06-30

Filed2026-08-03

UPRO

PROSHARES TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-03

EFG

ISHARES TR

-1.05%

Shares7.5K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

0.75%

Shares810

Event2026-06-30

Filed2026-08-03

COR

CENCORA INC

-4.82%

Shares3.3K

Event2026-06-30

Filed2026-08-03

NVS

NOVARTIS AG

-1.55%

Shares5.9K

Event2026-06-30

Filed2026-08-03

SMH

VANECK ETF TRUST

6.12%

Shares1.4K

Event2026-06-30

Filed2026-08-03

GWW

WW GRAINGER INC

-2.62%

Shares668

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC

-10.21%

Shares2.6K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

5.43%

Shares4.1K

Event2026-06-30

Filed2026-08-03

DBEF

DBX ETF TR

-10.71%

Shares15.7K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

-0.25%

Shares2.8K

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING IN

1.19%

Shares3.7K

Event2026-06-30

Filed2026-08-03

LSCC

LATTICE SEMICONDUCTOR CORP

0.45%

Shares5.4K

Event2026-06-30

Filed2026-08-03

PTMC

PACER FDS TR

-0.18%

Shares19.7K

Event2026-06-30

Filed2026-08-03

TRANE TECHNOLOGIES PLC

-2.13%

Shares1.6K

Event2026-06-30

Filed2026-08-03

MUSA

MURPHY USA INC

-83.75%

Shares1.5K

Event2026-06-30

Filed2026-08-03

STT

STATE STR CORP

-3.85%

Shares4.6K

Event2026-06-30

Filed2026-08-03

ZBH

ZIMMER BIOMET HOLDINGS INC

-12.27%

Shares8.9K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

-8.24%

Shares10.5K

Event2026-06-30

Filed2026-08-03

BRK.A

BERKSHIRE HATHAWAY INC DEL

-50.00%

Shares1

Event2026-06-30

Filed2026-08-03

IDEV

ISHARES TR

New

Shares8.4K

Event2026-06-30

Filed2026-08-03

SHEL

SHELL PLC

0.53%

Shares9.5K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

69.67%

Shares1.5K

Event2026-06-30

Filed2026-08-03

QYLD

GLOBAL X FDS

0.24%

Shares39.3K

Event2026-06-30

Filed2026-08-03

EFV

ISHARES TR

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-03

SOLS

SOLSTICE ADVANCED MATLS INC

-5.40%

Shares8.1K

Event2026-06-30

Filed2026-08-03

CROWDSTRIKE HLDGS INC

-0.11%

Shares943

Event2026-06-30

Filed2026-08-03

CEG

CONSTELLATION ENERGY CORP

-7.10%

Shares2.9K

Event2026-06-30

Filed2026-08-03

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-03

IEF

ISHARES TR

-32.53%

Shares7.3K

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD STAR FDS

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-03

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares975

Event2026-06-30

Filed2026-08-03

USB

US BANCORP

-4.85%

Shares11.3K

Event2026-06-30

Filed2026-08-03

DOW

DOW HLDGS INC

0.43%

Shares24.7K

Event2026-06-30

Filed2026-08-03

XLY

SELECT SECTOR SPDR TR

-4.10%

Shares5.7K

Event2026-06-30

Filed2026-08-03

APD

AIR PRODUCTS AND CHEMICALS I

-9.89%

Shares2.3K

Event2026-06-30

Filed2026-08-03

WSFS

WSFS FINL CORP

0.07%

Shares8.7K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

-2.44%

Shares8.0K

Event2026-06-30

Filed2026-08-03

LIN

LINDE PLC

23.42%

Shares1.2K

Event2026-06-30

Filed2026-08-03

LABCORP HOLDINGS INC

-0.35%

Shares2.3K

Event2026-06-30

Filed2026-08-03

S&P GLOBAL INC

5.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-03

DFUV

DIMENSIONAL ETF TRUST

0.78%

Shares11.4K

Event2026-06-30

Filed2026-08-03

CCI

CROWN CASTLE INC

-1.08%

Shares8.3K

Event2026-06-30

Filed2026-08-03

MCK

MCKESSON CORP

2.10%

Shares826

Event2026-06-30

Filed2026-08-03

SCCO

SOUTHERN COPPER CORP

1.16%

Shares3.6K

Event2026-06-30

Filed2026-08-03

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-03

ISRG

INTUITIVE SURGICAL INC

-12.66%

Shares1.5K

Event2026-06-30

Filed2026-08-03

BOEING CO

-15.24%

Shares2.8K

Event2026-06-30

Filed2026-08-03

SCHW

SCHWAB CHARLES CORP

2.67%

Shares6.5K

Event2026-06-30

Filed2026-08-03

WTAI

WISDOMTREE TR

-3.19%

Shares12.6K

Event2026-06-30

Filed2026-08-03

MTUM

ISHARES TR

58.07%

Shares1.7K

Event2026-06-30

Filed2026-08-03

GOVT

ISHARES TR

-5.40%

Shares25.9K

Event2026-06-30

Filed2026-08-03

RSG

REPUBLIC SVCS INC

-6.28%

Shares2.7K

Event2026-06-30

Filed2026-08-03

AFL

AFLAC INC

1.87%

Shares4.9K

Event2026-06-30

Filed2026-08-03

DEERE & CO

-4.63%

Shares906

Event2026-06-30

Filed2026-08-03

KEY

KEYCORP

-0.00%

Shares24.9K

Event2026-06-30

Filed2026-08-03

JEPI

J P MORGAN EXCHANGE TRADED F

-6.33%

Shares10.0K

Event2026-06-30

Filed2026-08-03

PFFA

ETFIS SER TR I

11.45%

Shares27.2K

Event2026-06-30

Filed2026-08-03

FFIV

F5 INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

VSDM

VANGUARD MUN BD FDS

29.68%

Shares7.2K

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC

-2.63%

Shares4.4K

Event2026-06-30

Filed2026-08-03

SELECT SECTOR SPDR TR

1.86%

Shares12.1K

Event2026-06-30

Filed2026-08-03

IGSB

ISHARES TR

-21.13%

Shares10.3K

Event2026-06-30

Filed2026-08-03

VBIL

VANGUARD INSTL INDEX FD

New

Shares7.1K

Event2026-06-30

Filed2026-08-03

DFAS

DIMENSIONAL ETF TRUST

1.49%

Shares6.5K

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD INDEX FDS

-2.79%

Shares2.2K

Event2026-06-30

Filed2026-08-03

XLV

SELECT SECTOR SPDR TR

2.29%

Shares3.3K

Event2026-06-30

Filed2026-08-03

IXN

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-03

SHOP

SHOPIFY INC

-18.49%

Shares4.5K

Event2026-06-30

Filed2026-08-03

BITB

BITWISE BITCOIN ETF TR

-9.53%

Shares15.8K

Event2026-06-30

Filed2026-08-03

SLB

SLB LIMITED

-23.62%

Shares10.8K

Event2026-06-30

Filed2026-08-03

XLC

SELECT SECTOR SPDR TR

3.22%

Shares4.6K

Event2026-06-30

Filed2026-08-03

CVS

CVS HEALTH CORP

-4.50%

Shares4.8K

Event2026-06-30

Filed2026-08-03

SERVICENOW INC

-42.43%

Shares5.0K

Event2026-06-30

Filed2026-08-03

DGX

QUEST DIAGNOSTICS INC

-3.79%

Shares2.3K

Event2026-06-30

Filed2026-08-03

HCA

HCA HEALTHCARE INC

-24.22%

Shares1.2K

Event2026-06-30

Filed2026-08-03

KWR

QUAKER HOUGHTON

New

Shares3.0K

Event2026-06-30

Filed2026-08-03

IQDF

FLEXSHARES TR

-18.87%

Shares13.5K

Event2026-06-30

Filed2026-08-03

MBB

ISHARES TR

18.66%

Shares4.9K

Event2026-06-30

Filed2026-08-03

GENERAL MTRS CO

4.19%

Shares5.9K

Event2026-06-30

Filed2026-08-03

EXPE

EXPEDIA GROUP INC

-0.39%

Shares1.8K

Event2026-06-30

Filed2026-08-03

TPR

TAPESTRY INC

1.65%

Shares3.1K

Event2026-06-30

Filed2026-08-03

SMIN

ISHARES TR

-0.03%

Shares6.4K

Event2026-06-30

Filed2026-08-03

DVY

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-03

CACI

CACI INTL INC

0.63%

Shares963

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

8.81%

Shares8.3K

Event2026-06-30

Filed2026-08-03

TGT

TARGET CORP

2.53%

Shares3.4K

Event2026-06-30

Filed2026-08-03

LII

LENNOX INTL INC

-0.39%

Shares766

Event2026-06-30

Filed2026-08-03

NDSN

NORDSON CORP

0.41%

Shares1.5K

Event2026-06-30

Filed2026-08-03

SHY

ISHARES TR

-0.49%

Shares5.3K

Event2026-06-30

Filed2026-08-03

VCRM

VANGUARD MUN BD FDS

0.35%

Shares5.7K

Event2026-06-30

Filed2026-08-03

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW

4.04%

Shares3.3K

Event2026-06-30

Filed2026-08-03

DRI

DARDEN RESTAURANTS INC

0.49%

Shares2.1K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WKS INC

3.68%

Shares1.6K

Event2026-06-30

Filed2026-08-03

SCHQ

SCHWAB STRATEGIC TR

-9.15%

Shares13.4K

Event2026-06-30

Filed2026-08-03

UYG

PROSHARES TR

-0.97%

Shares4.9K

Event2026-06-30

Filed2026-08-03

BRC

BRADY CORP

8.86%

Shares4.6K

Event2026-06-30

Filed2026-08-03

XAR

SPDR SERIES TRUST

-17.14%

Shares1.5K

Event2026-06-30

Filed2026-08-03

OMC

OMNICOM GROUP INC

-6.36%

Shares5.6K

Event2026-06-30

Filed2026-08-03

CRL

CHARLES RIV LABS INTL INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

SXI

STANDEX INTL CORP

0.45%

Shares1.1K

Event2026-06-30

Filed2026-08-03

AEP

AMERICAN ELEC PWR CO INC

2.29%

Shares2.9K

Event2026-06-30

Filed2026-08-03

NYF

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-03

BROOKFIELD CORP

0.78%

Shares9.1K

Event2026-06-30

Filed2026-08-03

EXC

EXELON CORP

0.12%

Shares8.2K

Event2026-06-30

Filed2026-08-03

GRMN

GARMIN LTD

-0.56%

Shares1.6K

Event2026-06-30

Filed2026-08-03

DTE

DTE ENERGY CO

0.08%

Shares2.5K

Event2026-06-30

Filed2026-08-03

HYG

ISHARES TR

1.45%

Shares4.7K

Event2026-06-30

Filed2026-08-03

MFC

MANULIFE FINL CORP

-2.22%

Shares9.3K

Event2026-06-30

Filed2026-08-03

CMI

CUMMINS INC

-7.39%

Shares526

Event2026-06-30

Filed2026-08-03

APH

AMPHENOL CORP

-19.60%

Shares2.1K

Event2026-06-30

Filed2026-08-03

VTES

VANGUARD WELLINGTON FD

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-03

WRB

BERKLEY W R CORP

-8.81%

Shares5.3K

Event2026-06-30

Filed2026-08-03

FIW

FIRST TR EXCHANGE-TRADED FD

-12.02%

Shares3.4K

Event2026-06-30

Filed2026-08-03

QTUM

ETF SER SOLUTIONS

New

Shares2.2K

Event2026-06-30

Filed2026-08-03

MICROCHIP TECHNOLOGY INC.

-7.03%

Shares4.1K

Event2026-06-30

Filed2026-08-03

CDNS

CADENCE DESIGN SYSTEM INC

8.37%

Shares984

Event2026-06-30

Filed2026-08-03

LOEWS CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-03

CBOE

CBOE GLOBAL MKTS INC

0.74%

Shares1.5K

Event2026-06-30

Filed2026-08-03

CCL

CARNIVAL CORP LTD

New

Shares12.7K

Event2026-06-30

Filed2026-08-03

TRFK

PACER FDS TR

-5.51%

Shares3.4K

Event2026-06-30

Filed2026-08-03

AGX

ARGAN INC

-2.64%

Shares443

Event2026-06-30

Filed2026-08-03

XOVR

ENTREPRENEURSHARES SERIES TR

New

Shares16.7K

Event2026-06-30

Filed2026-08-03

CSIQ

CANADIAN SOLAR INC

0.00%

Shares21.9K

Event2026-06-30

Filed2026-08-03

FBND

FIDELITY MERRIMACK STR TR

New

Shares7.4K

Event2026-06-30

Filed2026-08-03

CNM

CORE & MAIN INC

0.68%

Shares7.0K

Event2026-06-30

Filed2026-08-03

DFIV

DIMENSIONAL ETF TRUST

0.61%

Shares6.2K

Event2026-06-30

Filed2026-08-03

HACK

AMPLIFY ETF TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-03

THE CIGNA GROUP

22.38%

Shares1.2K

Event2026-06-30

Filed2026-08-03

AIQ

GLOBAL X FDS

New

Shares5.1K

Event2026-06-30

Filed2026-08-03

RJF

RAYMOND JAMES FINL INC

2.53%

Shares2.2K

Event2026-06-30

Filed2026-08-03

MKC

MCCORMICK & CO INC

-6.91%

Shares6.5K

Event2026-06-30

Filed2026-08-03

UNILEVER PLC

-3.35%

Shares5.4K

Event2026-06-30

Filed2026-08-03

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares620

Event2026-06-30

Filed2026-08-03

INCY

INCYTE CORP

0.14%

Shares2.9K

Event2026-06-30

Filed2026-08-03

ARCH CAP GROUP LTD

18.16%

Shares3.3K

Event2026-06-30

Filed2026-08-03

HAL

HALLIBURTON CO

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-03

TORONTO DOMINION BK ONT

0.88%

Shares2.6K

Event2026-06-30

Filed2026-08-03

XLI

SELECT SECTOR SPDR TR

-8.38%

Shares1.7K

Event2026-06-30

Filed2026-08-03

IESC

IES HOLDINGS INC

New

Shares428

Event2026-06-30

Filed2026-08-03

HASI

HA SUSTAINABLE INFRA CAP INC

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-03

AMERIPRISE FINL INC

0.15%

Shares682

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO

-1.25%

Shares5.4K

Event2026-06-30

Filed2026-08-03

CCJ

CAMECO CORP

0.30%

Shares3.0K

Event2026-06-30

Filed2026-08-03

COLGATE PALMOLIVE CO

5.57%

Shares3.4K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

New

Shares154

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL

-13.25%

Shares1.4K

Event2026-06-30

Filed2026-08-03

VBK

VANGUARD INDEX FDS

-0.12%

Shares826

Event2026-06-30

Filed2026-08-03

FIRST TR EXCHANGE TRADED FD

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-03

RIO

RIO TINTO PLC

0.19%

Shares3.2K

Event2026-06-30

Filed2026-08-03

ASTS

AST SPACEMOBILE INC

-1.44%

Shares3.4K

Event2026-06-30

Filed2026-08-03

GENERAL DYNAMICS CORP

6.44%

Shares827

Event2026-06-30

Filed2026-08-03

TECH

BIO-TECHNE CORP

3.89%

Shares4.1K

Event2026-06-30

Filed2026-08-03

SHYD

VANECK ETF TRUST

-5.61%

Shares12.6K

Event2026-06-30

Filed2026-08-03

VDC

VANGUARD WORLD FD

-15.31%

Shares1.3K

Event2026-06-30

Filed2026-08-03

ARES MANAGEMENT CORPORATION

-1.35%

Shares2.6K

Event2026-06-30

Filed2026-08-03

SIL

GLOBAL X FDS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-03

LRGF

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-03

TTE

TOTALENERGIES SE

8.09%

Shares3.6K

Event2026-06-30

Filed2026-08-03

ADX

ADAMS DIVERSIFIED EQUITY FD

0.00%

Shares11.1K

Event2026-06-30

Filed2026-08-03

NEM

NEWMONT CORP

0.44%

Shares3.0K

Event2026-06-30

Filed2026-08-03

CONSOLIDATED EDISON INC

0.16%

Shares2.5K

Event2026-06-30

Filed2026-08-03

SRVR

PACER FDS TR

-17.81%

Shares8.6K

Event2026-06-30

Filed2026-08-03

COF

CAPITAL ONE FINL CORP

9.51%

Shares1.4K

Event2026-06-30

Filed2026-08-03

PAYX

PAYCHEX INC

3.47%

Shares2.8K

Event2026-06-30

Filed2026-08-03

URA

GLOBAL X FDS

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-03

SLQT

SELECTQUOTE INC

0.00%

Shares322.6K

Event2026-06-30

Filed2026-08-03

DLTR

DOLLAR TREE INC

1.36%

Shares2.2K

Event2026-06-30

Filed2026-08-03

CNOB

CONNECTONE BANCORP INC

0.65%

Shares8.1K

Event2026-06-30

Filed2026-08-03

TLT

ISHARES TR

-2.42%

Shares3.1K

Event2026-06-30

Filed2026-08-03

CFG

CITIZENS FINL GROUP INC

0.26%

Shares3.8K

Event2026-06-30

Filed2026-08-03

MPLX

MPLX LP

0.04%

Shares4.7K

Event2026-06-30

Filed2026-08-03

SPLV

INVESCO EXCH TRADED FD TR II

-29.06%

Shares3.6K

Event2026-06-30

Filed2026-08-03

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-03

FTNT

FORTINET INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-03

REALTY INCOME CORP

24.33%

Shares4.2K

Event2026-06-30

Filed2026-08-03

ETR

ENTERGY CORP NEW

-5.40%

Shares2.3K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.27%

Shares755

Event2026-06-30

Filed2026-08-03

PRU

PRUDENTIAL FINL INC

-19.46%

Shares2.4K

Event2026-06-30

Filed2026-08-03

UFPI

UFP INDUSTRIES INC

0.43%

Shares2.8K

Event2026-06-30

Filed2026-08-03

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares658

Event2026-06-30

Filed2026-08-03

GPN

GLOBAL PMTS INC

-49.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares1.6K

Event2026-06-30

Filed2026-08-03

MAR

MARRIOTT INTL INC NEW

8.44%

Shares681

Event2026-06-30

Filed2026-08-03

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares465

Event2026-06-30

Filed2026-08-03

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares8.7K

Event2026-06-30

Filed2026-08-03

MRVL

MARVELL TECHNOLOGY INC

New

Shares841

Event2026-06-30

Filed2026-08-03

EOI

EATON VANCE ENHANCED EQUITY

-16.77%

Shares12.5K

Event2026-06-30

Filed2026-08-03

IBN

ICICI BANK LIMITED

-10.93%

Shares8.4K

Event2026-06-30

Filed2026-08-03

CSL

CARLISLE COS INC

-1.03%

Shares671

Event2026-06-30

Filed2026-08-03

ADOBE INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-03

SUNCOR ENERGY INC NEW

0.20%

Shares4.5K

Event2026-06-30

Filed2026-08-03

ROE

EA SERIES TRUST

New

Shares5.6K

Event2026-06-30

Filed2026-08-03

PPG

PPG INDS INC

2.49%

Shares2.0K

Event2026-06-30

Filed2026-08-03

MMSI

MERIT MED SYS INC

3.14%

Shares3.4K

Event2026-06-30

Filed2026-08-03

MPC

MARATHON PETE CORP

0.32%

Shares933

Event2026-06-30

Filed2026-08-03

TMUS

T-MOBILE US INC

12.46%

Shares1.4K

Event2026-06-30

Filed2026-08-03

ICLN

ISHARES TR

New

Shares11.5K

Event2026-06-30

Filed2026-08-03

CAC

CAMDEN NATL CORP

0.56%

Shares4.3K

Event2026-06-30

Filed2026-08-03

PPL CORP

12.45%

Shares6.4K

Event2026-06-30

Filed2026-08-03

DVA

DAVITA INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-03

KROGER CO

0.27%

Shares4.1K

Event2026-06-30

Filed2026-08-03

SOXX

ISHARES TR

New

Shares357

Event2026-06-30

Filed2026-08-03

KMB

KIMBERLY-CLARK CORP

New

Shares2.1K

Event2026-06-30

Filed2026-08-03

VNQ

VANGUARD INDEX FDS

0.51%

Shares2.3K

Event2026-06-30

Filed2026-08-03

UNFI

UNITED NAT FOODS INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-03

XLP

SELECT SECTOR SPDR TR

-3.97%

Shares2.7K

Event2026-06-30

Filed2026-08-03

PAYC

PAYCOM SOFTWARE INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-03

FSS

FEDERAL SIGNAL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-08-03

ETH

GRAYSCALE ETHEREUM STAKING

-0.95%

Shares14.8K

Event2026-06-30

Filed2026-08-03

EFX

EQUIFAX INC

-3.71%

Shares1.4K

Event2026-06-30

Filed2026-08-03

IJT

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-08-03

EMO

CLEARBRIDGE ENERGY MIDSTREAM

2.03%

Shares4.4K

Event2026-06-30

Filed2026-08-03

HDV

ISHARES TR

414.47%

Shares8.1K

Event2026-06-30

Filed2026-08-03

VLY

VALLEY NATL BANCORP

0.29%

Shares15.0K

Event2026-06-30

Filed2026-08-03

WMB

WILLIAMS COS INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-03

CNRG

SPDR SERIES TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-08-03

BMI

BADGER METER INC

1.66%

Shares1.4K

Event2026-06-30

Filed2026-08-03

ABNB

AIRBNB INC

-25.21%

Shares1.4K

Event2026-06-30

Filed2026-08-03

SDY

SPDR SERIES TRUST

-9.59%

Shares1.3K

Event2026-06-30

Filed2026-08-03

TRGP

TARGA RES CORP

New

Shares755

Event2026-06-30

Filed2026-08-03

DVN

DEVON ENERGY CORP NEW

New

Shares4.9K

Event2026-06-30

Filed2026-08-03

FLEX

FLEX LTD

New

Shares1.2K

Event2026-06-30

Filed2026-08-03

AME

AMETEK INC

New

Shares829

Event2026-06-30

Filed2026-08-03

FSSL

FS SPECIALTY LENDING FD

0.00%

Shares15.2K

Event2026-06-30

Filed2026-08-03

GNL

GLOBAL NET LEASE INC

0.00%

Shares18.3K

Event2026-06-30

Filed2026-08-03

BBN

BLACKROCK TAX MUNICPAL BD TR

-14.79%

Shares10.1K

Event2026-06-30

Filed2026-08-03

PDBC

INVESCO ACTVELY MNGD ETC FD

-0.03%

Shares10.1K

Event2026-06-30

Filed2026-08-03

RIG

TRANSOCEAN LTD

21.65%

Shares21.9K

Event2026-06-30

Filed2026-08-03

AMPG

AMPLITECH GROUP INC

0.00%

Shares14.8K

Event2026-06-30

Filed2026-08-03

T1 ENERGY INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-03

ASM

AVINO SILVER & GOLD MINES LT

0.00%

Shares12.1K

Event2026-06-30

Filed2026-08-03

PHK

PIMCO HIGH INCOME FD

0.00%

Shares11.3K

Event2026-06-30

Filed2026-08-03

CGTX

COGNITION THERAPEUTICS INC

0.00%

Shares29.1K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T2.2K sharesnew addition2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares2.2K

Event2026-06-30

Filed2026-08-03