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The Analysis of BURKE & HERBERT BANK & TRUST CO's Holdings & P&L

Currently, BURKE & HERBERT BANK & TRUST CO holds 246 types of securities in its portfolio with a total value $403.4M. In the most recent quarter, they have increased their positions in HDV (+100.9K shares, valued at $2.8M), GOVT (+67.7K shares, valued at $1.5M), IWF (+12.0K shares, valued at $1.5M); decreased their positions in N/A (-2.7K shares, valued at $691.3K), MSFT (-1.7K shares, valued at $636.0K), N/A (-1.3K shares, valued at $413.7K); initiated new positions in GOVT (+67.7K shares, valued at $1.5M), MBB (+8.9K shares, valued at $845.8K), N/A (+3.2K shares, valued at $723.4K).

1M P&L

+439.6K+0.14%

3M P&L

+16.9M+5.54%

HY P&L

+13.0M+4.20%

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/A120.9M

37.7%

2Drug Manufacturers - General22.8M

7.1%

3Banks - Regional18.6M

5.8%

Top Industries by Stock Count

1N/A98 stocks

46.2%

2Drug Manufacturers - General8 stocks

3.8%

3Aerospace & Defense6 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF34.1K shares0.80%2026-06-302026-08-07

AAPL APPLE INC61.8K shares-0.74%2026-06-302026-08-07

BHRB BURKE & HERBERT FINL SVCS CORP217.7K shares-1.77%2026-06-302026-08-07

MSFT MICROSOFT CORP34.0K shares-4.78%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON39.2K shares-2.77%2026-06-302026-08-07

ISHARES S&P 500 INDEX FUND ISHARES S&P 500 INDEX FUND11.7K shares12.36%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP59.7K shares5.16%2026-06-302026-08-07

IJH ISHARES S&P 400 MIDCAP INDEX F105.5K shares1.32%2026-06-302026-08-07

Sponsored

RSP INVESCO S&P 500 EQUAL WEIGHT E35.7K shares14.17%2026-06-302026-08-07

EFA ISHARES MSCI EAFE ETF61.7K shares7.32%2026-06-302026-08-07

GOOGL ALPHABET INC CL A17.8K shares-4.13%2026-06-302026-08-07

LLY LILLY ELI & CO5.2K shares0.15%2026-06-302026-08-07

KO COCA COLA CO73.3K shares-2.51%2026-06-302026-08-07

IJR ISHARES S&P SMALLCAP 60039.1K shares5.07%2026-06-302026-08-07

SPYG STE ST SPDR PTFL S&P 500 GROWT44.6K shares2.57%2026-06-302026-08-07

ABBVIE INC ABBVIE INC20.1K shares-12.04%2026-06-302026-08-07

Sponsored

QQQ INVESCO QQQ TRUST SERIES 16.8K shares4.19%2026-06-302026-08-07

CAT CATERPILLAR INC4.4K shares-0.20%2026-06-302026-08-07

PG PROCTER & GAMBLE CO31.8K shares-1.21%2026-06-302026-08-07

WMT WALMART INC41.1K shares-2.57%2026-06-302026-08-07

CISCO SYSTEMS INC CISCO SYSTEMS INC38.6K shares-1.82%2026-06-302026-08-07

DVY ISHARES DJ SELECT DIVIDEND ETF28.3K shares-1.91%2026-06-302026-08-07

HD HOME DEPOT INC12.5K shares-0.41%2026-06-302026-08-07

JP MORGAN CHASE & CO JP MORGAN CHASE & CO13.2K shares-8.73%2026-06-302026-08-07

Sponsored

PM PHILIP MORRIS INTERNATIONAL23.2K shares-1.94%2026-06-302026-08-07

NSC NORFOLK SOUTHERN CORP12.8K shares-0.12%2026-06-302026-08-07

VYM VANGUARD HIGH DVD YIELD ETF24.3K shares3.99%2026-06-302026-08-07

CVX CHEVRON CORPORATION21.7K shares-1.92%2026-06-302026-08-07

IXN ISHARES GLOBAL TECH ETF24.2K shares0.00%2026-06-302026-08-07

HDV ISHARES CORE HIGH DIVIDEND ETF126.6K shares392.66%2026-06-302026-08-07

ISHARES CORE U.S. AGGREGATE ISHARES CORE U.S. AGGREGATE34.8K shares0.75%2026-06-302026-08-07

IWM ISHARES RUSSELL 2000 ETF11.0K shares6.19%2026-06-302026-08-07

Sponsored

CSX CSX CORP66.0K shares-0.61%2026-06-302026-08-07

EEM ISHARES MSCI EMERGING MKT ETF45.7K shares9.74%2026-06-302026-08-07

INTC INTEL CORP21.0K shares-7.75%2026-06-302026-08-07

GE GE AEROSPACE7.3K shares0.00%2026-06-302026-08-07

AMZN AMAZON.COM INC11.4K shares-10.55%2026-06-302026-08-07

SMH VANECK SEMICONDUCTOR ETF4.0K shares2.31%2026-06-302026-08-07

MRK MERCK & CO INC20.3K shares-4.55%2026-06-302026-08-07

VEU VANGUARD FTSE ALL-WORLD EX-US30.9K shares-1.20%2026-06-302026-08-07

Sponsored

AXP AMERICAN EXPRESS CO7.5K shares0.74%2026-06-302026-08-07

GOOG ALPHABET INC CL C7.2K shares-0.03%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC2.5K shares-0.40%2026-06-302026-08-07

IWR ISHARES RUSSELL MIDCAP ETF22.2K shares-0.11%2026-06-302026-08-07

PEP PEPSICO INC17.5K shares-2.62%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC-CL B4.6K shares-6.26%2026-06-302026-08-07

BAC BANK OF AMERICA CORP39.6K shares0.00%2026-06-302026-08-07

PFF ISHARES PREFERRED & INCOME SEC73.5K shares0.69%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORP11.1K shares-10.92%2026-06-302026-08-07

GEV GE VERNOVA LLC1.8K shares0.00%2026-06-302026-08-07

COF CAPITAL ONE FINANCIAL CORP10.2K shares0.00%2026-06-302026-08-07

IWF ISHARES RUSSELL 1000 GROWTH ET15.9K shares300.00%2026-06-302026-08-07

IBM INTL. BUSINESS MACHINES CORP7.0K shares-13.13%2026-06-302026-08-07

IVW ISHARES S&P 500 GROWTH ETF13.3K shares-1.77%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION9.6K shares-0.68%2026-06-302026-08-07

META PLATFORMS INC CL A META PLATFORMS INC CL A3.2K shares3.56%2026-06-302026-08-07

Sponsored

MO ALTRIA GROUP INC24.7K shares-0.13%2026-06-302026-08-07

DUK DUKE ENERGY CORP14.0K shares-1.75%2026-06-302026-08-07

WFC WELLS FARGO & CO20.8K shares0.00%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC19.4K shares-0.11%2026-06-302026-08-07

MAR MARRIOTT INTERNATIONAL INC4.4K shares-0.45%2026-06-302026-08-07

APPLIED MATERIALS INC APPLIED MATERIALS INC2.3K shares0.00%2026-06-302026-08-07

PFE PFIZER INC67.3K shares-11.64%2026-06-302026-08-07

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP1.7K shares-0.17%2026-06-302026-08-07

Sponsored

LOW LOWES COS INC7.3K shares-15.67%2026-06-302026-08-07

QQEW FRST TRST NSDQ100 SLCT EQL WGH9.9K shares-1.59%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS37.4K shares-4.24%2026-06-302026-08-07

IEI ISHARES 3-7 YEAR TREASURY BOND13.3K shares-0.26%2026-06-302026-08-07

GOVT ISHARES U.S. TREASURY BOND ETF67.7K sharesnew addition2026-06-302026-08-07

AEP AMERICAN ELEC PWR INC10.9K shares-2.02%2026-06-302026-08-07

VIG VANGUARD DIVIDEND APPRECIATION6.3K shares24.76%2026-06-302026-08-07

CIBR FIRST TRUST DJ INTERNET IND10.6K shares30.40%2026-06-302026-08-07

Sponsored

MS MORGAN STANLEY6.9K shares0.00%2026-06-302026-08-07

PAVE GLOBAL X U.S. INFRASTRUCTURE E23.4K shares3.54%2026-06-302026-08-07

FCBC FIRST COMMUNITY BANKSHARES, IN30.2K shares0.00%2026-06-302026-08-07

XLI STE ST INDUSTRIAL SLCT SCTR SP7.2K shares4.00%2026-06-302026-08-07

VWO VANGUARD FTSE EMERGING MARKETS22.1K shares-6.50%2026-06-302026-08-07

VEA VANGUARD FTSE DEVELOPED MARKET18.3K shares-13.14%2026-06-302026-08-07

MCD MCDONALDS CORP4.8K shares-1.04%2026-06-302026-08-07

SOUTHERN COMPANY SOUTHERN COMPANY13.1K shares0.00%2026-06-302026-08-07

Sponsored

ORACLE CORPORATION ORACLE CORPORATION8.5K shares-4.71%2026-06-302026-08-07

SHW SHERWIN WILLIAMS CO3.6K shares0.00%2026-06-302026-08-07

UBER UBER TECHNOLOGIES INC16.7K shares0.00%2026-06-302026-08-07

WASTE MANAGEMENT INC WASTE MANAGEMENT INC5.4K shares-2.55%2026-06-302026-08-07

QCOM QUALCOMM INC6.4K shares0.00%2026-06-302026-08-07

DOMINION ENERGY INC DOMINION ENERGY INC17.1K shares0.00%2026-06-302026-08-07

EMR EMERSON ELEC CO8.1K shares0.00%2026-06-302026-08-07

ABT ABBOTT LABS12.8K shares-10.45%2026-06-302026-08-07

Sponsored

XMMO INVESCO S&P MIDCAP MOMENTUM ET6.8K shares66.82%2026-06-302026-08-07

IWD ISHARES RUSSELL 1000 VALUE ETF4.7K shares0.00%2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING INC5.0K shares-1.08%2026-06-302026-08-07

EMXC ISHARES MSCI EMR MRK EX CHNA E10.8K shares20.63%2026-06-302026-08-07

DIS DISNEY WALT CO NEW11.5K shares-12.08%2026-06-302026-08-07

DE DEERE & CO1.7K shares0.00%2026-06-302026-08-07

SCHD SCHWAB US DVD EQUITY ETF34.2K shares15.32%2026-06-302026-08-07

CMI CUMMINS INC1.5K shares0.00%2026-06-302026-08-07

Sponsored

IGSB ISHARES 1-5Y INV GRADE CORP ET20.4K shares6.01%2026-06-302026-08-07

JSMD JANUS SMALL/MID CAP GROWTH ALP10.5K shares57.01%2026-06-302026-08-07

HYG ISHARES IBOXX USD HIGH YIELD13.0K shares1.76%2026-06-302026-08-07

VLO VALERO ENERGY CORP3.9K shares0.00%2026-06-302026-08-07

SPMO INVESCO S & P 500 MOMENTUM ETF6.3K shares77.24%2026-06-302026-08-07

C CITIGROUP INC7.2K shares0.00%2026-06-302026-08-07

T AT&T INC47.8K shares-0.52%2026-06-302026-08-07

VISA INC CL A VISA INC CL A2.8K shares-1.05%2026-06-302026-08-07

Sponsored

XLK STE ST TECH SELECT SECTOR SPDR5.0K shares8.91%2026-06-302026-08-07

FRT FEDERAL REALTY INVESTMENT TRUS7.3K shares0.00%2026-06-302026-08-07

IHI ISHARES U.S. MEDICAL DEVICES E17.9K shares0.00%2026-06-302026-08-07

XLF ST STRT FINNCIAL SLCT SCTOR SP16.1K shares4.80%2026-06-302026-08-07

3M CO 3M CO5.3K shares-10.22%2026-06-302026-08-07

MBB ISHARES MBS ETF8.9K sharesnew addition2026-06-302026-08-07

BA BOEING CO3.9K shares0.00%2026-06-302026-08-07

CL COLGATE PALMOLIVE CO9.1K shares-19.75%2026-06-302026-08-07

Sponsored

FTEC FIDELITY MSCI INFO TECH ETF2.9K shares75.08%2026-06-302026-08-07

CHUBB LTD CHUBB LTD2.3K shares0.00%2026-06-302026-08-07

COP CONOCOPHILLIPS7.5K shares-4.24%2026-06-302026-08-07

VRP INVESCO VARIABLE RATE PREFERRE32.0K shares-2.42%2026-06-302026-08-07

MDLZ MONDELEZ INTERNATIONAL INC13.2K shares-7.32%2026-06-302026-08-07

BMY BRISTOL MYERS SQUIBB CO13.0K shares-6.56%2026-06-302026-08-07

TFC TRUIST FINANCIAL CORP14.8K shares0.00%2026-06-302026-08-07

BLK BLACKROCK INC762 shares4.96%2026-06-302026-08-07

Sponsored

IWV ISHARES RUSSELL 3000 ETF1.7K shares0.00%2026-06-302026-08-07

HONEYWELL INTERNATIONAL INC HONEYWELL INTERNATIONAL INC3.2K sharesnew addition2026-06-302026-08-07

UNP UNION PAC CORP2.6K shares0.00%2026-06-302026-08-07

PAG PENSKE AUTOMOTIVE GROUP INC4.0K shares0.00%2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.2K sharesnew addition2026-06-302026-08-07

HSY HERSHEY COMPANY4.0K shares-12.61%2026-06-302026-08-07

USIG ISHARES BROAD USD INVESTMENT G13.4K sharesnew addition2026-06-302026-08-07

SHY ISHARES 1-3 YEAR TREASURY BOND8.1K shares0.32%2026-06-302026-08-07

Sponsored

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF6.9K shares15.11%2026-06-302026-08-07

BIL STTE STRT SPDR BLMBRG 1-3 MTH7.2K shares36.62%2026-06-302026-08-07

ALERIAN MLP ETF ALERIAN MLP ETF12.6K shares6.51%2026-06-302026-08-07

OEF ISHARES S&P 100 ETF1.8K shares-2.74%2026-06-302026-08-07

XLV STE ST HLTH CR SLCT SECTOR SPD4.1K shares11.33%2026-06-302026-08-07

XLE SS ENERGY SELECT SECTOR11.7K shares-1.15%2026-06-302026-08-07

NVS NOVARTIS AG SPONS ADR3.8K shares-2.46%2026-06-302026-08-07

USB US BANCORP NEW9.9K shares-0.10%2026-06-302026-08-07

Sponsored

IBB ISHARES BIOTECHNOLOGY ETF3.1K shares-8.10%2026-06-302026-08-07

AMGN AMGEN INC1.6K shares-5.85%2026-06-302026-08-07

IYG ISHARES US FINANCIAL SERVICES6.2K shares0.00%2026-06-302026-08-07

PAYX PAYCHEX INC5.7K shares0.00%2026-06-302026-08-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.7K shares0.00%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP1.5K shares-9.89%2026-06-302026-08-07

MFC MANULIFE FINANCIAL CORP13.3K shares0.00%2026-06-302026-08-07

SPDR GOLD MINISHARES TRUST ETF SPDR GOLD MINISHARES TRUST ETF6.8K shares127.76%2026-06-302026-08-07

Sponsored

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A4.3K shares-12.71%2026-06-302026-08-07

IJJ ISHARES S&P MIDCAP 400/VALUE E3.4K shares0.00%2026-06-302026-08-07

IWP ISHARES RUSSELL MID-CAP GROWTH3.4K shares0.00%2026-06-302026-08-07

WELL WELLTOWER INC REIT2.2K shares0.00%2026-06-302026-08-07

SCHW CHARLES SCHWAB CORP5.3K shares0.00%2026-06-302026-08-07

NEAR ISHARES SH DBA ETF USD INC9.4K shares-1.56%2026-06-302026-08-07

Q QNITY ELECTRONICS INC2.9K shares-6.59%2026-06-302026-08-07

SHEL SHELL PLC SPONS ADR6.1K shares-0.41%2026-06-302026-08-07

Sponsored

TGT TARGET CORP3.6K shares-0.05%2026-06-302026-08-07

RGCO RGC RESOURCES INC19.6K shares-2.97%2026-06-302026-08-07

IWB ISHARES RUSSELL 1000 ETF1.1K shares0.00%2026-06-302026-08-07

RWR STATE STREET SPDR DOW JONES RE4.1K shares22.52%2026-06-302026-08-07

HPE HEWLETT PACKARD ENTERPRISE COM10.1K shares-23.53%2026-06-302026-08-07

DRI DARDEN RESTAURANTS INC2.2K shares-18.46%2026-06-302026-08-07

CORTEVA INC CORTEVA INC5.4K shares-12.93%2026-06-302026-08-07

LMBS FIRST TRUST LOW DURATION OPP9.1K shares0.00%2026-06-302026-08-07

Sponsored

HWM HOWMET AEROSPACE INC1.6K shares0.00%2026-06-302026-08-07

NOC NORTHROP GRUMMAN CORPORATION862 shares-0.58%2026-06-302026-08-07

MCK MCKESSON CORP562 shares0.00%2026-06-302026-08-07

PPH VANECK PHARMACEUTICAL ETF3.9K shares-3.98%2026-06-302026-08-07

IJT ISHARES S&P SMALL-CAP 600 GROW2.3K shares0.00%2026-06-302026-08-07

IWC ISHARES MICROCAP ETF2.0K shares0.00%2026-06-302026-08-07

JPIB JPMORGAN INTL BND ETF8.5K shares-0.59%2026-06-302026-08-07

GILD GILEAD SCIENCES INC3.2K shares0.00%2026-06-302026-08-07

Sponsored

SPHB INVESCO EXCH TRADED FD TR II S2.6K shares-2.08%2026-06-302026-08-07

NUE NUCOR CORP1.8K shares0.00%2026-06-302026-08-07

IYY ISHARES DJ US TOTAL MARKET ETF2.2K shares0.00%2026-06-302026-08-07

HYD VANECK HIGH YIELD MUNI ETF7.4K shares-1.85%2026-06-302026-08-07

YUM YUM! BRANDS INC2.4K shares-6.36%2026-06-302026-08-07

IOO ISHARES GLOBAL 100 ETF2.7K shares0.00%2026-06-302026-08-07

BEN FRANKLIN RESOURCES INC11.1K shares0.00%2026-06-302026-08-07

CMCSA COMCAST CORP-CL A14.9K shares-9.73%2026-06-302026-08-07

Sponsored

SJNK STSTSPDRBLMBRG SHRTTRM HGHYLDB14.6K shares-2.17%2026-06-302026-08-07

PRU PRUDENTIAL FINL INC3.4K shares0.00%2026-06-302026-08-07

SYK STRYKER CORPORATION1.1K shares0.00%2026-06-302026-08-07

WMB WILLIAMS COS INC4.9K shares0.00%2026-06-302026-08-07

GLW CORNING INC1.4K sharesnew addition2026-06-302026-08-07

CEG CONSTELLATION ENERGY CORP1.4K shares0.00%2026-06-302026-08-07

IJK ISHARES S&P MID-CAP 400 GROW E3.0K shares0.00%2026-06-302026-08-07

VOO VANGUARD S&P 500 ETF502 sharesnew addition2026-06-302026-08-07

Sponsored

AMERIPRISE FINANCIAL INC. AMERIPRISE FINANCIAL INC.750 shares0.00%2026-06-302026-08-07

SS UTILITIES SELECT SECTOR SS UTILITIES SELECT SECTOR7.5K shares27.67%2026-06-302026-08-07

SEAGATE TECHNOLOGY HOLDINGS PL SEAGATE TECHNOLOGY HOLDINGS PL350 sharesnew addition2026-06-302026-08-07

HEFA ISHA CURR HEDGED MSCI EAFE ETF7.1K sharesnew addition2026-06-302026-08-07

CWB ST ST SPDR BLMBRG CNVRTBLE SCR3.1K shares0.00%2026-06-302026-08-07

PSX PHILLIPS 662.0K shares-7.82%2026-06-302026-08-07

ROBO ROBO GLOBAL ROBOTICS AND AUTOM3.8K shares-3.81%2026-06-302026-08-07

CARR CARRIER GLOBAL CORP4.4K shares-17.97%2026-06-302026-08-07

Sponsored

MEOH METHANEX CORP7.0K shares0.00%2026-06-302026-08-07

TXN TEXAS INSTRUMENTS INC1.1K shares-13.42%2026-06-302026-08-07

ROK ROCKWELL AUTOMATION INC635 shares0.00%2026-06-302026-08-07

GIS GENERAL MLS INC8.9K shares-6.63%2026-06-302026-08-07

ITOT ISHARES CORE S&P TOTAL U.S.1.9K shares-15.54%2026-06-302026-08-07

IEMG ISHARES CORE MSCI EMERGING3.6K shares7.39%2026-06-302026-08-07

VIOO VANGUARD S&P SMALL-CAP 600 ETF2.2K shares10.23%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP582 shares0.00%2026-06-302026-08-07

Sponsored

GLPI GAMING AND LEISURE PROPERTIES6.6K shares0.00%2026-06-302026-08-07

MEDTRONIC PLC MEDTRONIC PLC3.6K shares0.00%2026-06-302026-08-07

ETN EATON CORP PLC666 shares0.00%2026-06-302026-08-07

FREEPORT-MCMORAN INC FREEPORT-MCMORAN INC4.5K shares0.00%2026-06-302026-08-07

IEF ISHARES 7-10 YEAR TREASURY BON3.0K shares0.00%2026-06-302026-08-07

RWJ INVESCO S&P SMALLCAP 600 REVEN4.7K shares0.00%2026-06-302026-08-07

RWK INVESCO S&P MIDCAP 400 REVENUE1.9K shares0.00%2026-06-302026-08-07

OMC OMNICOM GROUP3.8K shares0.00%2026-06-302026-08-07

Sponsored

GWW GRAINGER W W INC201 shares0.00%2026-06-302026-08-07

IAU ISHARES GOLD TRUST3.6K shares-6.03%2026-06-302026-08-07

MKL MARKEL GROUP INC138 sharesnew addition2026-06-302026-08-07

CI THE CIGNA GROUP976 shares0.00%2026-06-302026-08-07

IYR ISHARES US REAL ESTATE ETF2.6K shares0.00%2026-06-302026-08-07

FLTR VANECK IG FLOATING RATE ETF10.4K shares0.00%2026-06-302026-08-07

ADI ANALOG DEVICES INC665 shares0.00%2026-06-302026-08-07

SBUX STARBUCKS CORP2.6K shares0.00%2026-06-302026-08-07

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.9K sharesnew addition2026-06-302026-08-07

ALL ALLSTATE CORP1.1K shares0.00%2026-06-302026-08-07

ISCG ISHARES MORNINGSTAR SMALL-CAP3.8K shares0.00%2026-06-302026-08-07

BINC ISHARES FLEX I A ETF-USD INC4.8K sharesnew addition2026-06-302026-08-07

INTU INTUIT INC955 shares0.00%2026-06-302026-08-07

BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY4.0K sharesnew addition2026-06-302026-08-07

FPX FIRST TRUST US EQUITY OPPORT E1.2K sharesnew addition2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC488 shares-3.56%2026-06-302026-08-07

Sponsored

KMB KIMBERLY CLARK CORP2.2K shares-31.61%2026-06-302026-08-07

FLRT PACER ARISTOTLE PACIFIC FLOATI5.1K shares-1.91%2026-06-302026-08-07

PNC PNC FINANCIAL SERVICES GROUP958 sharesnew addition2026-06-302026-08-07

SLV ISHARES SILVER TRUST ETF4.4K shares-0.11%2026-06-302026-08-07

ENB ENBRIDGE INCORPORATED4.3K shares0.00%2026-06-302026-08-07

JNK STT STRT SPDR BLMBRG HGH YLD B2.4K shares0.00%2026-06-302026-08-07

VMC VULCAN MATERIALS CO781 shares0.00%2026-06-302026-08-07

MCO MOODYS CORP500 shares0.00%2026-06-302026-08-07

Sponsored

IEV ISHARES EUROPE ETF3.0K shares0.00%2026-06-302026-08-07

SCHF SCHWAB INTL EQUITY ETF8.0K sharesnew addition2026-06-302026-08-07

XLG INVESCO S&P 500 TOP 50 ETF3.6K sharesnew addition2026-06-302026-08-07

FBND FIDELITY TOTAL BOND ETF4.8K shares0.00%2026-06-302026-08-07

VO VANGUARD MID-CAP ETF2.7K sharesnew addition2026-06-302026-08-07

EXI ISHARES GLOBAL INDUSTRIALS ETF1.1K sharesnew addition2026-06-302026-08-07

XLP SS CNSMER STPLS SLCT SECT SPDR2.6K shares0.00%2026-06-302026-08-07

QTUM DEFIANCE QUANTUM ETF1.3K sharesnew addition2026-06-302026-08-07

Sponsored

MTUM ISHARES MSCI USA MOMENTUM FACT615 sharesnew addition2026-06-302026-08-07

QUANTA SERVICES INC QUANTA SERVICES INC290 sharesnew addition2026-06-302026-08-07

ITW ILLINOIS TOOL WKS INC744 shares-8.15%2026-06-302026-08-07

ASG LIBERTY ALL-STAR GROWTH FD INC28.2K shares0.00%2026-06-302026-08-07

NPV NUVEEN VIRGINIA QUALITY MUNICI10.4K shares0.00%2026-06-302026-08-07

FTMU FRANKLIN MUNICIPAL INCOME ETF13.1K shares0.00%2026-06-302026-08-07

STATE STREET SPDR S&P 500 ETF

0.80%

Shares34.1K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-0.74%

Shares61.8K

Event2026-06-30

Filed2026-08-07

BHRB

BURKE & HERBERT FINL SVCS CORP

-1.77%

Shares217.7K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-4.78%

Shares34.0K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-2.77%

Shares39.2K

Event2026-06-30

Filed2026-08-07

ISHARES S&P 500 INDEX FUND

12.36%

Shares11.7K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

5.16%

Shares59.7K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES S&P 400 MIDCAP INDEX F

1.32%

Shares105.5K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO S&P 500 EQUAL WEIGHT E

14.17%

Shares35.7K

Event2026-06-30

Filed2026-08-07

EFA

ISHARES MSCI EAFE ETF

7.32%

Shares61.7K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC CL A

-4.13%

Shares17.8K

Event2026-06-30

Filed2026-08-07

LLY

LILLY ELI & CO

0.15%

Shares5.2K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

-2.51%

Shares73.3K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES S&P SMALLCAP 600

5.07%

Shares39.1K

Event2026-06-30

Filed2026-08-07

SPYG

STE ST SPDR PTFL S&P 500 GROWT

2.57%

Shares44.6K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-12.04%

Shares20.1K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TRUST SERIES 1

4.19%

Shares6.8K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-0.20%

Shares4.4K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-1.21%

Shares31.8K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-2.57%

Shares41.1K

Event2026-06-30

Filed2026-08-07

CISCO SYSTEMS INC

-1.82%

Shares38.6K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES DJ SELECT DIVIDEND ETF

-1.91%

Shares28.3K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-0.41%

Shares12.5K

Event2026-06-30

Filed2026-08-07

JP MORGAN CHASE & CO

-8.73%

Shares13.2K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTERNATIONAL

-1.94%

Shares23.2K

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHERN CORP

-0.12%

Shares12.8K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD HIGH DVD YIELD ETF

3.99%

Shares24.3K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

-1.92%

Shares21.7K

Event2026-06-30

Filed2026-08-07

IXN

ISHARES GLOBAL TECH ETF

0.00%

Shares24.2K

Event2026-06-30

Filed2026-08-07

HDV

ISHARES CORE HIGH DIVIDEND ETF

392.66%

Shares126.6K

Event2026-06-30

Filed2026-08-07

ISHARES CORE U.S. AGGREGATE

0.75%

Shares34.8K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES RUSSELL 2000 ETF

6.19%

Shares11.0K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

-0.61%

Shares66.0K

Event2026-06-30

Filed2026-08-07

EEM

ISHARES MSCI EMERGING MKT ETF

9.74%

Shares45.7K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

-7.75%

Shares21.0K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON.COM INC

-10.55%

Shares11.4K

Event2026-06-30

Filed2026-08-07

SMH

VANECK SEMICONDUCTOR ETF

2.31%

Shares4.0K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

-4.55%

Shares20.3K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD FTSE ALL-WORLD EX-US

-1.20%

Shares30.9K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

0.74%

Shares7.5K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC CL C

-0.03%

Shares7.2K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-0.40%

Shares2.5K

Event2026-06-30

Filed2026-08-07

IWR

ISHARES RUSSELL MIDCAP ETF

-0.11%

Shares22.2K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-2.62%

Shares17.5K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC-CL B

-6.26%

Shares4.6K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMERICA CORP

0.00%

Shares39.6K

Event2026-06-30

Filed2026-08-07

PFF

ISHARES PREFERRED & INCOME SEC

0.69%

Shares73.5K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORP

-10.92%

Shares11.1K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA LLC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINANCIAL CORP

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES RUSSELL 1000 GROWTH ET

300.00%

Shares15.9K

Event2026-06-30

Filed2026-08-07

IBM

INTL. BUSINESS MACHINES CORP

-13.13%

Shares7.0K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES S&P 500 GROWTH ETF

-1.77%

Shares13.3K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

-0.68%

Shares9.6K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC CL A

3.56%

Shares3.2K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

-0.13%

Shares24.7K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP

-1.75%

Shares14.0K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

0.00%

Shares20.8K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

-0.11%

Shares19.4K

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTERNATIONAL INC

-0.45%

Shares4.4K

Event2026-06-30

Filed2026-08-07

APPLIED MATERIALS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-11.64%

Shares67.3K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORP

-0.17%

Shares1.7K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

-15.67%

Shares7.3K

Event2026-06-30

Filed2026-08-07

QQEW

FRST TRST NSDQ100 SLCT EQL WGH

-1.59%

Shares9.9K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS

-4.24%

Shares37.4K

Event2026-06-30

Filed2026-08-07

IEI

ISHARES 3-7 YEAR TREASURY BOND

-0.26%

Shares13.3K

Event2026-06-30

Filed2026-08-07

GOVT

ISHARES U.S. TREASURY BOND ETF

New

Shares67.7K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR INC

-2.02%

Shares10.9K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD DIVIDEND APPRECIATION

24.76%

Shares6.3K

Event2026-06-30

Filed2026-08-07

CIBR

FIRST TRUST DJ INTERNET IND

30.40%

Shares10.6K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-07

PAVE

GLOBAL X U.S. INFRASTRUCTURE E

3.54%

Shares23.4K

Event2026-06-30

Filed2026-08-07

FCBC

FIRST COMMUNITY BANKSHARES, IN

0.00%

Shares30.2K

Event2026-06-30

Filed2026-08-07

XLI

STE ST INDUSTRIAL SLCT SCTR SP

4.00%

Shares7.2K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD FTSE EMERGING MARKETS

-6.50%

Shares22.1K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD FTSE DEVELOPED MARKET

-13.14%

Shares18.3K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

-1.04%

Shares4.8K

Event2026-06-30

Filed2026-08-07

SOUTHERN COMPANY

0.00%

Shares13.1K

Event2026-06-30

Filed2026-08-07

ORACLE CORPORATION

-4.71%

Shares8.5K

Event2026-06-30

Filed2026-08-07

SHW

SHERWIN WILLIAMS CO

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

0.00%

Shares16.7K

Event2026-06-30

Filed2026-08-07

WASTE MANAGEMENT INC

-2.55%

Shares5.4K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

0.00%

Shares17.1K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABS

-10.45%

Shares12.8K

Event2026-06-30

Filed2026-08-07

XMMO

INVESCO S&P MIDCAP MOMENTUM ET

66.82%

Shares6.8K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING INC

-1.08%

Shares5.0K

Event2026-06-30

Filed2026-08-07

EMXC

ISHARES MSCI EMR MRK EX CHNA E

20.63%

Shares10.8K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO NEW

-12.08%

Shares11.5K

Event2026-06-30

Filed2026-08-07

DEERE & CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB US DVD EQUITY ETF

15.32%

Shares34.2K

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

IGSB

ISHARES 1-5Y INV GRADE CORP ET

6.01%

Shares20.4K

Event2026-06-30

Filed2026-08-07

JSMD

JANUS SMALL/MID CAP GROWTH ALP

57.01%

Shares10.5K

Event2026-06-30

Filed2026-08-07

HYG

ISHARES IBOXX USD HIGH YIELD

1.76%

Shares13.0K

Event2026-06-30

Filed2026-08-07

VLO

VALERO ENERGY CORP

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-07

SPMO

INVESCO S & P 500 MOMENTUM ETF

77.24%

Shares6.3K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-07

AT&T INC

-0.52%

Shares47.8K

Event2026-06-30

Filed2026-08-07

VISA INC CL A

-1.05%

Shares2.8K

Event2026-06-30

Filed2026-08-07

XLK

STE ST TECH SELECT SECTOR SPDR

8.91%

Shares5.0K

Event2026-06-30

Filed2026-08-07

FRT

FEDERAL REALTY INVESTMENT TRUS

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-07

IHI

ISHARES U.S. MEDICAL DEVICES E

0.00%

Shares17.9K

Event2026-06-30

Filed2026-08-07

XLF

ST STRT FINNCIAL SLCT SCTOR SP

4.80%

Shares16.1K

Event2026-06-30

Filed2026-08-07

3M CO

-10.22%

Shares5.3K

Event2026-06-30

Filed2026-08-07

MBB

ISHARES MBS ETF

New

Shares8.9K

Event2026-06-30

Filed2026-08-07

BOEING CO

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-07

COLGATE PALMOLIVE CO

-19.75%

Shares9.1K

Event2026-06-30

Filed2026-08-07

FTEC

FIDELITY MSCI INFO TECH ETF

75.08%

Shares2.9K

Event2026-06-30

Filed2026-08-07

CHUBB LTD

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

-4.24%

Shares7.5K

Event2026-06-30

Filed2026-08-07

VRP

INVESCO VARIABLE RATE PREFERRE

-2.42%

Shares32.0K

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTERNATIONAL INC

-7.32%

Shares13.2K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL MYERS SQUIBB CO

-6.56%

Shares13.0K

Event2026-06-30

Filed2026-08-07

TFC

TRUIST FINANCIAL CORP

0.00%

Shares14.8K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

4.96%

Shares762

Event2026-06-30

Filed2026-08-07

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

HONEYWELL INTERNATIONAL INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

PAG

PENSKE AUTOMOTIVE GROUP INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

HSY

HERSHEY COMPANY

-12.61%

Shares4.0K

Event2026-06-30

Filed2026-08-07

USIG

ISHARES BROAD USD INVESTMENT G

New

Shares13.4K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES 1-3 YEAR TREASURY BOND

0.32%

Shares8.1K

Event2026-06-30

Filed2026-08-07

ISHARES CORE MSCI EAFE ETF

15.11%

Shares6.9K

Event2026-06-30

Filed2026-08-07

BIL

STTE STRT SPDR BLMBRG 1-3 MTH

36.62%

Shares7.2K

Event2026-06-30

Filed2026-08-07

ALERIAN MLP ETF

6.51%

Shares12.6K

Event2026-06-30

Filed2026-08-07

OEF

ISHARES S&P 100 ETF

-2.74%

Shares1.8K

Event2026-06-30

Filed2026-08-07

XLV

STE ST HLTH CR SLCT SECTOR SPD

11.33%

Shares4.1K

Event2026-06-30

Filed2026-08-07

XLE

SS ENERGY SELECT SECTOR

-1.15%

Shares11.7K

Event2026-06-30

Filed2026-08-07

NVS

NOVARTIS AG SPONS ADR

-2.46%

Shares3.8K

Event2026-06-30

Filed2026-08-07

USB

US BANCORP NEW

-0.10%

Shares9.9K

Event2026-06-30

Filed2026-08-07

IBB

ISHARES BIOTECHNOLOGY ETF

-8.10%

Shares3.1K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

-5.85%

Shares1.6K

Event2026-06-30

Filed2026-08-07

IYG

ISHARES US FINANCIAL SERVICES

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-07

PAYX

PAYCHEX INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

-9.89%

Shares1.5K

Event2026-06-30

Filed2026-08-07

MFC

MANULIFE FINANCIAL CORP

0.00%

Shares13.3K

Event2026-06-30

Filed2026-08-07

SPDR GOLD MINISHARES TRUST ETF

127.76%

Shares6.8K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC CL A

-12.71%

Shares4.3K

Event2026-06-30

Filed2026-08-07

IJJ

ISHARES S&P MIDCAP 400/VALUE E

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES RUSSELL MID-CAP GROWTH

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

WELL

WELLTOWER INC REIT

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

SCHW

CHARLES SCHWAB CORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-07

NEAR

ISHARES SH DBA ETF USD INC

-1.56%

Shares9.4K

Event2026-06-30

Filed2026-08-07

QNITY ELECTRONICS INC

-6.59%

Shares2.9K

Event2026-06-30

Filed2026-08-07

SHEL

SHELL PLC SPONS ADR

-0.41%

Shares6.1K

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

-0.05%

Shares3.6K

Event2026-06-30

Filed2026-08-07

RGCO

RGC RESOURCES INC

-2.97%

Shares19.6K

Event2026-06-30

Filed2026-08-07

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

RWR

STATE STREET SPDR DOW JONES RE

22.52%

Shares4.1K

Event2026-06-30

Filed2026-08-07

HPE

HEWLETT PACKARD ENTERPRISE COM

-23.53%

Shares10.1K

Event2026-06-30

Filed2026-08-07

DRI

DARDEN RESTAURANTS INC

-18.46%

Shares2.2K

Event2026-06-30

Filed2026-08-07

CORTEVA INC

-12.93%

Shares5.4K

Event2026-06-30

Filed2026-08-07

LMBS

FIRST TRUST LOW DURATION OPP

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-07

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORPORATION

-0.58%

Shares862

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

0.00%

Shares562

Event2026-06-30

Filed2026-08-07

PPH

VANECK PHARMACEUTICAL ETF

-3.98%

Shares3.9K

Event2026-06-30

Filed2026-08-07

IJT

ISHARES S&P SMALL-CAP 600 GROW

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

IWC

ISHARES MICROCAP ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

JPIB

JPMORGAN INTL BND ETF

-0.59%

Shares8.5K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-07

SPHB

INVESCO EXCH TRADED FD TR II S

-2.08%

Shares2.6K

Event2026-06-30

Filed2026-08-07

NUE

NUCOR CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

IYY

ISHARES DJ US TOTAL MARKET ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

HYD

VANECK HIGH YIELD MUNI ETF

-1.85%

Shares7.4K

Event2026-06-30

Filed2026-08-07

YUM

YUM! BRANDS INC

-6.36%

Shares2.4K

Event2026-06-30

Filed2026-08-07

IOO

ISHARES GLOBAL 100 ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

BEN

FRANKLIN RESOURCES INC

0.00%

Shares11.1K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP-CL A

-9.73%

Shares14.9K

Event2026-06-30

Filed2026-08-07

SJNK

STSTSPDRBLMBRG SHRTTRM HGHYLDB

-2.17%

Shares14.6K

Event2026-06-30

Filed2026-08-07

PRU

PRUDENTIAL FINL INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

WMB

WILLIAMS COS INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

IJK

ISHARES S&P MID-CAP 400 GROW E

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD S&P 500 ETF

New

Shares502

Event2026-06-30

Filed2026-08-07

AMERIPRISE FINANCIAL INC.

0.00%

Shares750

Event2026-06-30

Filed2026-08-07

SS UTILITIES SELECT SECTOR

27.67%

Shares7.5K

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HOLDINGS PL

New

Shares350

Event2026-06-30

Filed2026-08-07

HEFA

ISHA CURR HEDGED MSCI EAFE ETF

New

Shares7.1K

Event2026-06-30

Filed2026-08-07

CWB

ST ST SPDR BLMBRG CNVRTBLE SCR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

-7.82%

Shares2.0K

Event2026-06-30

Filed2026-08-07

ROBO

ROBO GLOBAL ROBOTICS AND AUTOM

-3.81%

Shares3.8K

Event2026-06-30

Filed2026-08-07

CARR

CARRIER GLOBAL CORP

-17.97%

Shares4.4K

Event2026-06-30

Filed2026-08-07

MEOH

METHANEX CORP

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRUMENTS INC

-13.42%

Shares1.1K

Event2026-06-30

Filed2026-08-07

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares635

Event2026-06-30

Filed2026-08-07

GIS

GENERAL MLS INC

-6.63%

Shares8.9K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES CORE S&P TOTAL U.S.

-15.54%

Shares1.9K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES CORE MSCI EMERGING

7.39%

Shares3.6K

Event2026-06-30

Filed2026-08-07

VIOO

VANGUARD S&P SMALL-CAP 600 ETF

10.23%

Shares2.2K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

0.00%

Shares582

Event2026-06-30

Filed2026-08-07

GLPI

GAMING AND LEISURE PROPERTIES

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

0.00%

Shares666

Event2026-06-30

Filed2026-08-07

FREEPORT-MCMORAN INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-07

IEF

ISHARES 7-10 YEAR TREASURY BON

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

RWJ

INVESCO S&P SMALLCAP 600 REVEN

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-07

RWK

INVESCO S&P MIDCAP 400 REVENUE

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

OMC

OMNICOM GROUP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-07

GWW

GRAINGER W W INC

0.00%

Shares201

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TRUST

-6.03%

Shares3.6K

Event2026-06-30

Filed2026-08-07

MKL

MARKEL GROUP INC

New

Shares138

Event2026-06-30

Filed2026-08-07

THE CIGNA GROUP

0.00%

Shares976

Event2026-06-30

Filed2026-08-07

IYR

ISHARES US REAL ESTATE ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

FLTR

VANECK IG FLOATING RATE ETF

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

0.00%

Shares665

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

DUPONT DE NEMOURS INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

ISCG

ISHARES MORNINGSTAR SMALL-CAP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-07

BINC

ISHARES FLEX I A ETF-USD INC

New

Shares4.8K

Event2026-06-30

Filed2026-08-07

INTU

INTUIT INC

0.00%

Shares955

Event2026-06-30

Filed2026-08-07

BLOK

AMPLIFY BLOCKCHAIN TECHNOLOGY

New

Shares4.0K

Event2026-06-30

Filed2026-08-07

FPX

FIRST TRUST US EQUITY OPPORT E

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

-3.56%

Shares488

Event2026-06-30

Filed2026-08-07

KMB

KIMBERLY CLARK CORP

-31.61%

Shares2.2K

Event2026-06-30

Filed2026-08-07

FLRT

PACER ARISTOTLE PACIFIC FLOATI

-1.91%

Shares5.1K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINANCIAL SERVICES GROUP

New

Shares958

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TRUST ETF

-0.11%

Shares4.4K

Event2026-06-30

Filed2026-08-07

ENB

ENBRIDGE INCORPORATED

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-07

JNK

STT STRT SPDR BLMBRG HGH YLD B

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

VMC

VULCAN MATERIALS CO

0.00%

Shares781

Event2026-06-30

Filed2026-08-07

MCO

MOODYS CORP

0.00%

Shares500

Event2026-06-30

Filed2026-08-07

IEV

ISHARES EUROPE ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB INTL EQUITY ETF

New

Shares8.0K

Event2026-06-30

Filed2026-08-07

XLG

INVESCO S&P 500 TOP 50 ETF

New

Shares3.6K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY TOTAL BOND ETF

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-07

VANGUARD MID-CAP ETF

New

Shares2.7K

Event2026-06-30

Filed2026-08-07

EXI

ISHARES GLOBAL INDUSTRIALS ETF

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

XLP

SS CNSMER STPLS SLCT SECT SPDR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

QTUM

DEFIANCE QUANTUM ETF

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES MSCI USA MOMENTUM FACT

New

Shares615

Event2026-06-30

Filed2026-08-07

QUANTA SERVICES INC

New

Shares290

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

-8.15%

Shares744

Event2026-06-30

Filed2026-08-07

ASG

LIBERTY ALL-STAR GROWTH FD INC

0.00%

Shares28.2K

Event2026-06-30

Filed2026-08-07

NPV

NUVEEN VIRGINIA QUALITY MUNICI

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-07

FTMU

FRANKLIN MUNICIPAL INCOME ETF

0.00%

Shares13.1K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available