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The Analysis of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad's Holdings & P&L

Currently, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad holds 424 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in VUG (+746.1K shares, valued at $64.3M), N/A (+506.9K shares, valued at $44.6M), N/A (+533.6K shares, valued at $15.0M); decreased their positions in QUAL (-130.4K shares, valued at $28.6M), TFLO (-436.5K shares, valued at $22.1M), IEMG (-126.2K shares, valued at $10.5M); initiated new positions in N/A (+533.6K shares, valued at $15.0M), VOX (+15.8K shares, valued at $2.9M), SECU (+58.1K shares, valued at $2.9M).

1M P&L

+9.9M+0.58%

3M P&L

+59.5M+3.60%

HY P&L

-201.7M-10.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.5B

90.4%

2Consumer Electronics30.8M

1.8%

3Semiconductors22.4M

1.3%

Top Industries by Stock Count

1N/A273 stocks

70.9%

2Semiconductors9 stocks

2.3%

3Utilities - Regulated Electric7 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST2.9M shares21.63%2026-06-302026-07-20

DFAC DIMENSIONAL ETF TRUST2.7M shares-4.16%2026-06-302026-07-20

CORO BLACKROCK ETF TRUST2.4M shares6.45%2026-06-302026-07-20

VUG VANGUARD INDEX FDS870.8K shares598.18%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS1.0M shares10.27%2026-06-302026-07-20

DYNF BLACKROCK ETF TRUST1.0M shares3.37%2026-06-302026-07-20

VTV VANGUARD INDEX FDS273.5K shares13.59%2026-06-302026-07-20

DFAX DIMENSIONAL ETF TRUST1.4M shares-3.84%2026-06-302026-07-20

Sponsored

SPYG SPDR SERIES TRUST420.0K shares33.69%2026-06-302026-07-20

BAI BLACKROCK ETF TRUST939.2K shares-0.71%2026-06-302026-07-20

IVE ISHARES TR174.4K shares11.54%2026-06-302026-07-20

DCOR DIMENSIONAL ETF TRUST461.7K shares-3.44%2026-06-302026-07-20

AAPL APPLE INC106.3K shares1.51%2026-06-302026-07-20

BNDX VANGUARD CHARLOTTE FDS595.1K shares8.96%2026-06-302026-07-20

MTUM ISHARES TR74.2K shares-28.51%2026-06-302026-07-20

IEMG ISHARES INC297.9K shares-29.75%2026-06-302026-07-20

Sponsored

VWO VANGUARD INTL EQUITY INDEX F395.6K shares12.54%2026-06-302026-07-20

SHLD GLOBAL X FDS355.9K shares32.84%2026-06-302026-07-20

GOVT ISHARES TR912.2K shares12.84%2026-06-302026-07-20

DFIC DIMENSIONAL ETF TRUST517.5K shares4.61%2026-06-302026-07-20

THRO BLACKROCK ETF TRUST445.4K shares-29.29%2026-06-302026-07-20

QQQ INVESCO QQQ TR24.9K shares-7.60%2026-06-302026-07-20

MBB ISHARES TR193.2K shares10.34%2026-06-302026-07-20

BSV VANGUARD BD INDEX FDS213.9K shares15.59%2026-06-302026-07-20

Sponsored

DFSD DIMENSIONAL ETF TRUST338.1K shares13.95%2026-06-302026-07-20

VOO VANGUARD INDEX FDS23.0K shares-25.45%2026-06-302026-07-20

VB VANGUARD INDEX FDS51.8K shares8.05%2026-06-302026-07-20

BLACKROCK ETF TRUST BLACKROCK ETF TRUST533.6K sharesnew addition2026-06-302026-07-20

ISHARES TR ISHARES TR17.3K shares-5.45%2026-06-302026-07-20

NVDA NVIDIA CORPORATION63.8K shares8.39%2026-06-302026-07-20

MSFT MICROSOFT CORP34.0K shares-5.68%2026-06-302026-07-20

TLH ISHARES TR123.7K shares8.24%2026-06-302026-07-20

Sponsored

QQQM INVESCO EXCH TRADED FD TR II40.5K shares34.58%2026-06-302026-07-20

IAU ISHARES GOLD TR150.6K shares59.07%2026-06-302026-07-20

SPDW SPDR INDEX SHS FDS223.1K shares-2.09%2026-06-302026-07-20

BINC BLACKROCK ETF TRUST II197.0K shares-18.73%2026-06-302026-07-20

DFCF DIMENSIONAL ETF TRUST243.9K shares11.05%2026-06-302026-07-20

DFGX DIMENSIONAL ETF TRUST188.6K shares9.52%2026-06-302026-07-20

CGDV CAPITAL GROUP DIVIDEND VALUE201.1K shares-2.10%2026-06-302026-07-20

BIV VANGUARD BD INDEX FDS128.5K shares30.31%2026-06-302026-07-20

Sponsored

DFEM DIMENSIONAL ETF TRUST237.4K shares6.06%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL19.1K shares-1.89%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T39.9K shares1216.46%2026-06-302026-07-20

VMBS VANGUARD SCOTTSDALE FDS174.5K shares15.71%2026-06-302026-07-20

DGCB DIMENSIONAL ETF TRUST148.3K shares5.18%2026-06-302026-07-20

IEF ISHARES TR83.7K shares323.55%2026-06-302026-07-20

BLV VANGUARD BD INDEX FDS114.0K shares16.23%2026-06-302026-07-20

AIRR FIRST TR EXCHANGE TRADED FD57.0K shares-7.91%2026-06-302026-07-20

Sponsored

UJUL INNOVATOR ETFS TRUST184.0K shares4.91%2026-06-302026-07-20

HIMU BLACKROCK ETF TRUST II146.9K shares19.54%2026-06-302026-07-20

BALT INNOVATOR ETFS TRUST211.8K shares-5.08%2026-06-302026-07-20

DFUS DIMENSIONAL ETF TRUST87.7K shares-5.07%2026-06-302026-07-20

AMZN AMAZON COM INC28.6K shares6.69%2026-06-302026-07-20

UJAN INNOVATOR ETFS TRUST150.0K shares5.49%2026-06-302026-07-20

UOCT INNOVATOR ETFS TRUST158.7K shares5.82%2026-06-302026-07-20

UAPR INNOVATOR ETFS TRUST185.2K shares5.62%2026-06-302026-07-20

Sponsored

UDEC INNOVATOR ETFS TRUST155.6K shares4.33%2026-06-302026-07-20

UAUG INNOVATOR ETFS TRUST153.9K shares4.35%2026-06-302026-07-20

UNOV INNOVATOR ETFS TRUST160.0K shares4.58%2026-06-302026-07-20

UMAR INNOVATOR ETFS TRUST151.7K shares4.34%2026-06-302026-07-20

USEP INNOVATOR ETFS TRUST155.1K shares4.49%2026-06-302026-07-20

UFEB INNOVATOR ETFS TRUST165.0K shares4.48%2026-06-302026-07-20

UMAY INNOVATOR ETFS TRUST164.6K shares4.91%2026-06-302026-07-20

UJUN INNOVATOR ETFS TRUST162.1K shares4.84%2026-06-302026-07-20

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.9K shares-18.53%2026-06-302026-07-20

XLK SELECT SECTOR SPDR TR31.0K shares-17.37%2026-06-302026-07-20

VTEI VANGUARD MUN BD FDS56.0K shares6.13%2026-06-302026-07-20

SOXX ISHARES TR8.8K shares-14.98%2026-06-302026-07-20

AVDE AMERICAN CENTY ETF TR61.1K shares-4.32%2026-06-302026-07-20

FBCG FIDELITY COVINGTON TRUST86.5K shares-4.39%2026-06-302026-07-20

RY ROYAL BK CDA25.0K shares0.06%2026-06-302026-07-20

ABBVIE INC ABBVIE INC20.3K shares-9.62%2026-06-302026-07-20

Sponsored

GOOG ALPHABET INC14.0K shares-3.72%2026-06-302026-07-20

DGRO ISHARES TR64.1K shares19.14%2026-06-302026-07-20

BALI BLACKROCK ETF TRUST142.7K shares100.30%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS12.9K shares-33.05%2026-06-302026-07-20

IYW ISHARES TR18.7K shares-5.37%2026-06-302026-07-20

CAT CATERPILLAR INC4.0K shares-1.73%2026-06-302026-07-20

TCAI TORTOISE CAPITAL SERIES TRUS76.1K shares111.86%2026-06-302026-07-20

IDEF BLACKROCK ETF TRUST133.8K shares126.21%2026-06-302026-07-20

Sponsored

GOOGL ALPHABET INC11.8K shares0.40%2026-06-302026-07-20

HEAL GLOBAL X FDS152.0K shares125.96%2026-06-302026-07-20

MEAR ISHARES U S ETF TR81.9K shares5.23%2026-06-302026-07-20

HD HOME DEPOT INC11.5K shares-0.66%2026-06-302026-07-20

AIPO TIDAL TRUST II117.3K shares134.33%2026-06-302026-07-20

XLV SELECT SECTOR SPDR TR24.6K shares15.04%2026-06-302026-07-20

IGEB ISHARES TR84.8K shares47.23%2026-06-302026-07-20

PAVE GLOBAL X FDS64.5K shares167.44%2026-06-302026-07-20

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F65.7K shares148.86%2026-06-302026-07-20

DTCR GLOBAL X FDS121.1K shares135.54%2026-06-302026-07-20

IVW ISHARES TR25.4K shares0.38%2026-06-302026-07-20

XLI SELECT SECTOR SPDR TR18.7K shares809.13%2026-06-302026-07-20

BROADCOM INC BROADCOM INC9.0K shares12.36%2026-06-302026-07-20

BIL SPDR SERIES TRUST36.4K shares-47.08%2026-06-302026-07-20

SPAB SPDR SERIES TRUST129.9K shares-4.53%2026-06-302026-07-20

ICOP ISHARES TR67.3K shares173.20%2026-06-302026-07-20

Sponsored

SYSB ISHARES TR36.4K shares7.39%2026-06-302026-07-20

AVEM AMERICAN CENTY ETF TR33.5K shares353.50%2026-06-302026-07-20

SETM SPROTT FDS TR103.2K shares182.51%2026-06-302026-07-20

ZALT INNOVATOR ETFS TRUST94.0K shares-34.24%2026-06-302026-07-20

DFNM DIMENSIONAL ETF TRUST64.3K shares-8.12%2026-06-302026-07-20

FNDF SCHWAB STRATEGIC TR58.8K shares-3.17%2026-06-302026-07-20

ESGU ISHARES TR18.5K shares0.14%2026-06-302026-07-20

TFLO ISHARES TR57.6K shares-88.35%2026-06-302026-07-20

Sponsored

VOX VANGUARD WORLD FD15.8K sharesnew addition2026-06-302026-07-20

SECU BLACKROCK ETF TRUST II58.1K sharesnew addition2026-06-302026-07-20

QUAL ISHARES TR12.9K shares-90.98%2026-06-302026-07-20

SMH VANECK ETF TRUST4.3K shares-14.72%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.0K shares-13.43%2026-06-302026-07-20

MLPX GLOBAL X FDS38.0K shares-4.44%2026-06-302026-07-20

GLD SPDR GOLD TR7.5K shares-26.52%2026-06-302026-07-20

VT VANGUARD INTL EQUITY INDEX F17.3K sharesnew addition2026-06-302026-07-20

Sponsored

IBM INTERNATIONAL BUSINESS MACHS9.5K shares-2.33%2026-06-302026-07-20

ZAPR INNOVATOR ETFS TRUST99.8K shares190.44%2026-06-302026-07-20

IUSB ISHARES TR56.3K shares30.55%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC4.4K shares-28.96%2026-06-302026-07-20

VLUE ISHARES TR12.6K shares7.84%2026-06-302026-07-20

MUB ISHARES TR23.1K shares-8.12%2026-06-302026-07-20

CLOA BLACKROCK ETF TRUST II47.7K shares-22.53%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC4.1K shares-11.22%2026-06-302026-07-20

Sponsored

MLN VANECK ETF TRUST127.9K shares8.64%2026-06-302026-07-20

PG PROCTER & GAMBLE CO15.5K shares81.45%2026-06-302026-07-20

IXN ISHARES TR15.0K shares-0.38%2026-06-302026-07-20

VV VANGUARD INDEX FDS6.2K shares4.45%2026-06-302026-07-20

BND VANGUARD BD INDEX FDS27.5K shares216.61%2026-06-302026-07-20

EALT INNOVATOR ETFS TRUST56.4K shares61.33%2026-06-302026-07-20

CRDO CREDO TECHNOLOGY GROUP HOLDI7.3K shares-47.37%2026-06-302026-07-20

SHYM BLACKROCK ETF TRUST II88.6K shares26.46%2026-06-302026-07-20

Sponsored

JNJ JOHNSON & JOHNSON7.8K shares-31.70%2026-06-302026-07-20

FTSM FIRST TR EXCHANGE-TRADED FD33.2K shares-8.36%2026-06-302026-07-20

EFV ISHARES TR25.7K shares-44.65%2026-06-302026-07-20

DFGR DIMENSIONAL ETF TRUST67.5K shares-8.99%2026-06-302026-07-20

MCD MCDONALDS CORP7.2K shares0.91%2026-06-302026-07-20

TSLA TESLA INC4.6K shares-14.08%2026-06-302026-07-20

JPIE J P MORGAN EXCHANGE TRADED F40.8K shares267.72%2026-06-302026-07-20

MGK VANGUARD WORLD FD20.9K shares439.55%2026-06-302026-07-20

Sponsored

WMT WALMART INC16.0K shares-4.62%2026-06-302026-07-20

ABT ABBOTT LABORATORIES19.7K shares0.58%2026-06-302026-07-20

VGT VANGUARD WORLD FD14.8K shares647.18%2026-06-302026-07-20

HDV ISHARES TR64.1K shares448.41%2026-06-302026-07-20

BUFR FIRST TR EXCHNG TRADED FD VI47.1K shares-5.56%2026-06-302026-07-20

APOC INNOVATOR ETFS TRUST64.9K shares83.54%2026-06-302026-07-20

BUFD FIRST TR EXCHNG TRADED FD VI56.7K shares19.05%2026-06-302026-07-20

IWF ISHARES TR13.5K shares785.59%2026-06-302026-07-20

Sponsored

ISHARES TR ISHARES TR17.3K shares-24.76%2026-06-302026-07-20

LLY ELI LILLY & CO1.4K shares-7.60%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC1.4K shares121.03%2026-06-302026-07-20

MOAT VANECK ETF TRUST15.6K shares-14.51%2026-06-302026-07-20

IWY ISHARES TR5.5K shares-1.29%2026-06-302026-07-20

JAJL INNOVATOR ETFS TRUST53.2K shares-8.56%2026-06-302026-07-20

VTES VANGUARD WELLINGTON FD15.4K shares6.49%2026-06-302026-07-20

EMLC VANECK ETF TRUST61.1K shares7.89%2026-06-302026-07-20

Sponsored

EFG ISHARES TR12.4K shares0.73%2026-06-302026-07-20

ZJAN INNOVATOR ETFS TRUST55.1K shares-16.84%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.21.6K shares-10.87%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC8.4K shares1.13%2026-06-302026-07-20

INTC INTEL CORP10.9K shares9.80%2026-06-302026-07-20

GJUL FIRST TR EXCHNG TRADED FD VI34.0K shares0.00%2026-06-302026-07-20

GAUG FIRST TR EXCHNG TRADED FD VI35.2K shares0.00%2026-06-302026-07-20

SHW SHERWIN WILLIAMS CO4.1K shares0.35%2026-06-302026-07-20

Sponsored

EEM ISHARES TR20.3K shares-47.08%2026-06-302026-07-20

MIAX MIAMI INTL HLDGS INC36.7K shares-21.77%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.2K shares13.68%2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR42.7K shares38.57%2026-06-302026-07-20

IBIT ISHARES BITCOIN TRUST ETF40.5K shares-10.28%2026-06-302026-07-20

EUHY ISHARES INC24.6K shares8.48%2026-06-302026-07-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II56.2K shares24.75%2026-06-302026-07-20

VBR VANGUARD INDEX FDS5.3K shares-30.09%2026-06-302026-07-20

Sponsored

VTEB VANGUARD MUN BD FDS25.3K shares-11.69%2026-06-302026-07-20

MCK MCKESSON CORP1.7K shares0.00%2026-06-302026-07-20

JMUB J P MORGAN EXCHANGE TRADED F24.4K sharesnew addition2026-06-302026-07-20

FV FIRST TR EXCHANGE TRADED FD16.3K shares1.43%2026-06-302026-07-20

MGV VANGUARD WORLD FD7.5K shares-39.59%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR43.7K shares12.74%2026-06-302026-07-20

NLR VANECK ETF TRUST10.1K shares-12.78%2026-06-302026-07-20

EDGF ADVISORS INNER CIRCLE FD II47.6K shares475.09%2026-06-302026-07-20

Sponsored

VYM VANGUARD WHITEHALL FDS7.4K shares-77.66%2026-06-302026-07-20

DJUL FIRST TR EXCHNG TRADED FD VI22.6K shares0.00%2026-06-302026-07-20

XUSP INNOVATOR ETFS TRUST21.2K shares-34.26%2026-06-302026-07-20

DAUG FIRST TR EXCHNG TRADED FD VI23.5K shares0.00%2026-06-302026-07-20

VTIP VANGUARD MALVERN FDS21.2K sharesnew addition2026-06-302026-07-20

VCIT VANGUARD SCOTTSDALE FDS12.8K shares-7.03%2026-06-302026-07-20

IJK ISHARES TR9.0K shares44.51%2026-06-302026-07-20

ZOCT INNOVATOR ETFS TRUST38.0K shares-13.68%2026-06-302026-07-20

Sponsored

BLCR BLACKROCK ETF TRUST20.5K shares11.92%2026-06-302026-07-20

CVX CHEVRON CORPORATION6.1K shares0.98%2026-06-302026-07-20

ALPS ETF TR ALPS ETF TR19.4K shares0.94%2026-06-302026-07-20

BLK BLACKROCK INC1.0K shares4.85%2026-06-302026-07-20

VGK VANGUARD INTL EQUITY INDEX F11.2K shares-32.53%2026-06-302026-07-20

VHT VANGUARD WORLD FD3.3K shares-17.50%2026-06-302026-07-20

IDEV ISHARES TR11.0K shares-32.58%2026-06-302026-07-20

IWR ISHARES TR8.6K shares-3.76%2026-06-302026-07-20

Sponsored

DIA STATE STR SPDR DOW JONES IND1.8K shares-17.62%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares6.53%2026-06-302026-07-20

VGIT VANGUARD SCOTTSDALE FDS15.9K shares-12.29%2026-06-302026-07-20

MPC MARATHON PETE CORP3.6K shares3.94%2026-06-302026-07-20

IWD ISHARES TR3.8K shares40.22%2026-06-302026-07-20

IJH ISHARES TR12.0K shares-53.42%2026-06-302026-07-20

IXC ISHARES TR18.8K shares-12.18%2026-06-302026-07-20

IGM ISHARES TR5.6K shares1.53%2026-06-302026-07-20

Sponsored

CWB SPDR SERIES TRUST8.4K shares-45.57%2026-06-302026-07-20

DFSV DIMENSIONAL ETF TRUST23.0K shares-16.10%2026-06-302026-07-20

GE GE AEROSPACE2.4K shares23.68%2026-06-302026-07-20

MRK MERCK & CO INC6.8K shares2.18%2026-06-302026-07-20

VOT VANGUARD INDEX FDS2.8K shares21.20%2026-06-302026-07-20

AIQ GLOBAL X FDS13.0K shares9.93%2026-06-302026-07-20

EMXC ISHARES INC8.2K shares0.17%2026-06-302026-07-20

IWV ISHARES TR2.0K shares-16.18%2026-06-302026-07-20

Sponsored

TER TERADYNE INC1.7K shares-22.52%2026-06-302026-07-20

ESGE ISHARES INC15.1K shares-0.01%2026-06-302026-07-20

VEEV VEEVA SYS INC4.6K shares0.07%2026-06-302026-07-20

AFL AFLAC INC6.9K shares0.22%2026-06-302026-07-20

VBK VANGUARD INDEX FDS2.2K shares13.13%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN3.5K shares0.60%2026-06-302026-07-20

BILT BLACKROCK ETF TRUST28.2K sharesnew addition2026-06-302026-07-20

COWZ PACER FDS TR12.6K shares-40.19%2026-06-302026-07-20

Sponsored

VOE VANGUARD INDEX FDS4.0K shares-3.85%2026-06-302026-07-20

PFE PFIZER INC32.6K shares8.44%2026-06-302026-07-20

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.0K shares-1.44%2026-06-302026-07-20

SLV ISHARES SILVER TR14.5K shares-3.03%2026-06-302026-07-20

MO ALTRIA GROUP INC10.8K shares-7.57%2026-06-302026-07-20

IJR ISHARES TR5.2K shares-56.65%2026-06-302026-07-20

SPLV INVESCO EXCH TRADED FD TR II10.1K shares-32.02%2026-06-302026-07-20

TJX TJX COS INC NEW5.0K shares2.12%2026-06-302026-07-20

Sponsored

DUK DUKE ENERGY CORP NEW5.9K shares-4.35%2026-06-302026-07-20

ETN EATON CORP PLC1.8K shares-1.90%2026-06-302026-07-20

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR16.4K shares-36.94%2026-06-302026-07-20

MGC VANGUARD WORLD FD2.7K shares-8.12%2026-06-302026-07-20

DE DEERE & CO1.2K shares8.53%2026-06-302026-07-20

DSEP FIRST TR EXCHNG TRADED FD VI15.5K shares0.00%2026-06-302026-07-20

IWL ISHARES TR4.0K shares7.07%2026-06-302026-07-20

RDVY FIRST TR EXCHANGE TRADED FD8.9K shares3.59%2026-06-302026-07-20

Sponsored

AXP AMERICAN EXPRESS CO2.1K shares4.46%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION3.8K shares-4.09%2026-06-302026-07-20

DFEB FIRST TR EXCHNG TRADED FD VI14.2K shares0.00%2026-06-302026-07-20

SNDK SANDISK CORP310 sharesnew addition2026-06-302026-07-20

VNQ VANGUARD INDEX FDS7.1K shares-37.08%2026-06-302026-07-20

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F11.2K shares18.50%2026-06-302026-07-20

BAC BANK OF AMER CORP11.9K shares16.33%2026-06-302026-07-20

GBIL GOLDMAN SACHS ETF TR6.7K shares-13.34%2026-06-302026-07-20

Sponsored

PSX PHILLIPS 664.0K shares-1.47%2026-06-302026-07-20

IYZ ISHARES TR15.7K shares140.99%2026-06-302026-07-20

NDSN NORDSON CORP2.2K shares-7.39%2026-06-302026-07-20

LOW LOWES COS INC3.0K shares-1.26%2026-06-302026-07-20

T AT&T INC31.5K shares-13.99%2026-06-302026-07-20

PEP PEPSICO INC4.8K shares5.28%2026-06-302026-07-20

XLF SELECT SECTOR SPDR TR12.1K shares-8.52%2026-06-302026-07-20

IWM ISHARES TR2.2K shares-48.26%2026-06-302026-07-20

Sponsored

VEU VANGUARD INTL EQUITY INDEX F7.7K shares-0.07%2026-06-302026-07-20

QCOM QUALCOMM INC3.5K shares-3.55%2026-06-302026-07-20

GAM GENERAL AMERN INVS CO INC9.6K shares0.00%2026-06-302026-07-20

UPS UNITED PARCEL SVCS INC5.6K shares-20.84%2026-06-302026-07-20

IDNA ISHARES TR17.7K shares-16.64%2026-06-302026-07-20

IJT ISHARES TR3.3K sharesnew addition2026-06-302026-07-20

LMT LOCKHEED MARTIN CORP1.1K shares-2.38%2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.0K shares-60.91%2026-06-302026-07-20

Sponsored

ICVT ISHARES TR4.8K shares-59.26%2026-06-302026-07-20

AMGN AMGEN INC1.6K shares-20.64%2026-06-302026-07-20

TDIV FIRST TR EXCHANGE TRADED FD4.8K shares102.32%2026-06-302026-07-20

ZJUL INNOVATOR ETFS TRUST18.0K shares-7.63%2026-06-302026-07-20

ITA ISHARES TR2.2K shares123.84%2026-06-302026-07-20

USFR WISDOMTREE TR10.7K shares-85.79%2026-06-302026-07-20

VISA INC VISA INC1.6K shares25.20%2026-06-302026-07-20

FE FIRSTENERGY CORP11.2K shares0.61%2026-06-302026-07-20

Sponsored

ED CONSOLIDATED EDISON INC4.8K shares107.50%2026-06-302026-07-20

SHOP SHOPIFY INC4.6K shares-18.23%2026-06-302026-07-20

KO COCA COLA CO6.3K shares-22.12%2026-06-302026-07-20

EMR EMERSON ELEC CO3.6K shares11.01%2026-06-302026-07-20

XLE SELECT SECTOR SPDR TR9.5K shares-79.78%2026-06-302026-07-20

ORACLE CORP ORACLE CORP3.5K shares2.67%2026-06-302026-07-20

BFRZ INNOVATOR ETFS TRUST18.7K sharesnew addition2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS2.1K shares21.66%2026-06-302026-07-20

Sponsored

COP CONOCOPHILLIPS4.8K shares-2.85%2026-06-302026-07-20

DFUV DIMENSIONAL ETF TRUST9.1K shares-1.41%2026-06-302026-07-20

UNP UNION PAC CORP1.8K shares3.47%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.2K shares1.12%2026-06-302026-07-20

GEV GE VERNOVA INC412 shares-7.83%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC5.5K shares-48.20%2026-06-302026-07-20

GLW CORNING INC1.8K shares16.71%2026-06-302026-07-20

XLB SELECT SECTOR SPDR TR9.2K shares-18.71%2026-06-302026-07-20

Sponsored

ET ENERGY TRANSFER L P24.4K shares14.81%2026-06-302026-07-20

SCHY SCHWAB STRATEGIC TR14.4K shares-1.08%2026-06-302026-07-20

SUB ISHARES TR4.2K shares13.31%2026-06-302026-07-20

ITW ILLINOIS TOOL WKS INC1.6K shares12.65%2026-06-302026-07-20

BWMN BOWMAN CONSULTING GROUP LTD15.0K sharesnew addition2026-06-302026-07-20

CVS CVS HEALTH CORP4.2K shares-13.88%2026-06-302026-07-20

BSEP INNOVATOR ETFS TRUST8.2K shares29.97%2026-06-302026-07-20

JMOM J P MORGAN EXCHANGE TRADED F5.0K shares0.00%2026-06-302026-07-20

Sponsored

VDC VANGUARD WORLD FD1.9K sharesnew addition2026-06-302026-07-20

MELI MERCADOLIBRE INC249 shares0.81%2026-06-302026-07-20

MS MORGAN STANLEY2.0K shares-36.64%2026-06-302026-07-20

TFC TRUIST FINL CORP8.5K shares6.58%2026-06-302026-07-20

DIS DISNEY WALT CO4.4K shares36.89%2026-06-302026-07-20

IFRA ISHARES TR6.6K shares-16.84%2026-06-302026-07-20

IHAK ISHARES TR6.9K shares-14.39%2026-06-302026-07-20

MMIT NEW YORK LIFE INVTS ACTIVE E16.8K sharesnew addition2026-06-302026-07-20

Sponsored

PSI INVESCO EXCHANGE TRADED FD T2.2K shares0.00%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC3.5K shares-11.19%2026-06-302026-07-20

SCHE SCHWAB STRATEGIC TR11.2K shares0.00%2026-06-302026-07-20

DFAS DIMENSIONAL ETF TRUST4.9K shares-28.26%2026-06-302026-07-20

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.3K sharesnew addition2026-06-302026-07-20

BOCT INNOVATOR ETFS TRUST7.5K shares65.98%2026-06-302026-07-20

FDVV FIDELITY COVINGTON TRUST6.6K shares-1.75%2026-06-302026-07-20

LNG CHENIERE ENERGY INC1.7K shares2.98%2026-06-302026-07-20

Sponsored

DFIP DIMENSIONAL ETF TRUST9.6K shares-7.46%2026-06-302026-07-20

TLTW ISHARES TR17.7K sharesnew addition2026-06-302026-07-20

VXF VANGUARD INDEX FDS1.6K shares0.38%2026-06-302026-07-20

WASTE MGMT INC DEL WASTE MGMT INC DEL1.7K shares0.35%2026-06-302026-07-20

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II7.6K sharesnew addition2026-06-302026-07-20

DJUN FIRST TR EXCHNG TRADED FD VI7.7K shares0.00%2026-06-302026-07-20

BUG GLOBAL X FDS9.9K shares-13.87%2026-06-302026-07-20

SPYD SPDR SERIES TRUST7.9K shares-5.62%2026-06-302026-07-20

Sponsored

SCHG SCHWAB STRATEGIC TR11.1K shares1.25%2026-06-302026-07-20

XMMO INVESCO EXCHANGE TRADED FD T2.2K shares-51.23%2026-06-302026-07-20

EPD ENTERPRISE PRODS PARTNERS L10.1K shares0.14%2026-06-302026-07-20

EUFN ISHARES TR9.5K sharesnew addition2026-06-302026-07-20

CSX CSX CORP7.6K shares5.98%2026-06-302026-07-20

SDVY FIRST TR EXCHANGE TRADED FD8.4K shares-6.19%2026-06-302026-07-20

FYX FIRST TR EXCHANGE-TRADED ALP2.5K shares-10.14%2026-06-302026-07-20

BCI ABRDN ETFS15.8K shares-31.35%2026-06-302026-07-20

Sponsored

DES WISDOMTREE TR8.6K sharesnew addition2026-06-302026-07-20

CL COLGATE PALMOLIVE CO3.8K shares1.60%2026-06-302026-07-20

BJUL INNOVATOR ETFS TRUST6.4K sharesnew addition2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC479 sharesnew addition2026-06-302026-07-20

LMUB ISHARES TR6.8K shares-2.75%2026-06-302026-07-20

FYT FIRST TR EXCHANGE-TRADED ALP4.9K sharesnew addition2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC8.0K shares-35.96%2026-06-302026-07-20

USMV ISHARES TR3.4K shares15.10%2026-06-302026-07-20

Sponsored

VGLT VANGUARD SCOTTSDALE FDS6.0K shares-6.66%2026-06-302026-07-20

HONEYWELL INTL INC HONEYWELL INTL INC1.4K sharesnew addition2026-06-302026-07-20

PJAN INNOVATOR ETFS TRUST6.5K sharesnew addition2026-06-302026-07-20

IYK ISHARES TR4.4K shares-20.48%2026-06-302026-07-20

ETR ENTERGY CORP NEW2.8K shares-6.95%2026-06-302026-07-20

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.4K sharesnew addition2026-06-302026-07-20

DGX QUEST DIAGNOSTICS INC1.5K shares-1.36%2026-06-302026-07-20

VYMI VANGUARD WHITEHALL FDS3.1K shares4.45%2026-06-302026-07-20

Sponsored

EDGH ADVISORS INNER CIRCLE FD II9.6K sharesnew addition2026-06-302026-07-20

IYH ISHARES TR4.5K sharesnew addition2026-06-302026-07-20

GBTC GRAYSCALE BITCOIN TRUST ETF6.7K shares-1.11%2026-06-302026-07-20

LNT ALLIANT ENERGY CORP4.0K shares25.40%2026-06-302026-07-20

BRC BRADY CORP3.3K shares0.00%2026-06-302026-07-20

NUE NUCOR CORP1.3K shares-0.59%2026-06-302026-07-20

ENB ENBRIDGE INC5.5K shares-0.14%2026-06-302026-07-20

PJUL INNOVATOR ETFS TRUST6.1K sharesnew addition2026-06-302026-07-20

Sponsored

ISHARES TR ISHARES TR3.0K shares-34.46%2026-06-302026-07-20

EFA ISHARES TR2.7K shares1.37%2026-06-302026-07-20

VANECK ETF TRUST VANECK ETF TRUST3.8K shares-1.92%2026-06-302026-07-20

DOMINION ENERGY INC DOMINION ENERGY INC4.2K shares10.10%2026-06-302026-07-20

RPM RPM INTL INC2.5K shares13.03%2026-06-302026-07-20

IWB ISHARES TR687 shares-25.08%2026-06-302026-07-20

QTEC FIRST TR EXCHANGE-TRADED FD836 sharesnew addition2026-06-302026-07-20

CEG CONSTELLATION ENERGY CORP1.1K shares1.27%2026-06-302026-07-20

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD1.0K sharesnew addition2026-06-302026-07-20

IFN ABERDEEN INDIA FD INC23.6K shares3.39%2026-06-302026-07-20

GEF.B GREIF INC3.0K shares0.96%2026-06-302026-07-20

IWS ISHARES TR1.7K shares1.21%2026-06-302026-07-20

PYLD PIMCO ETF TR10.3K shares1.94%2026-06-302026-07-20

FLMI FRANKLIN TEMPLETON ETF TR10.9K sharesnew addition2026-06-302026-07-20

GILD GILEAD SCIENCES INC2.1K shares-0.33%2026-06-302026-07-20

AHR AMERICAN HEALTHCARE REIT INC5.2K shares0.00%2026-06-302026-07-20

Sponsored

NSC NORFOLK SOUTHN CORP859 shares-17.96%2026-06-302026-07-20

DEM WISDOMTREE TR5.0K shares-1.77%2026-06-302026-07-20

AXON AXON ENTERPRISE INC477 shares-14.36%2026-06-302026-07-20

BA BOEING CO1.2K shares3.80%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO2.8K shares6.45%2026-06-302026-07-20

PPG PPG INDS INC2.2K shares0.79%2026-06-302026-07-20

EDGU ADVISORS INNER CIRCLE FD II8.2K sharesnew addition2026-06-302026-07-20

UNITY SOFTWARE INC UNITY SOFTWARE INC9.1K sharesnew addition2026-06-302026-07-20

Sponsored

ISHARES TR ISHARES TR9.4K sharesnew addition2026-06-302026-07-20

ISHARES TR ISHARES TR9.5K sharesnew addition2026-06-302026-07-20

NZF NUVEEN MUN CR INCOME FD20.1K shares6.47%2026-06-302026-07-20

FTGS FIRST TR EXCHANGE-TRADED FD6.9K shares1.38%2026-06-302026-07-20

EVLN MORGAN STANLEY ETF TRUST5.2K shares-2.00%2026-06-302026-07-20

TXN TEXAS INSTRS INC849 sharesnew addition2026-06-302026-07-20

XLY SELECT SECTOR SPDR TR2.2K shares-87.26%2026-06-302026-07-20

Sponsored

OEF ISHARES TR678 shares-8.25%2026-06-302026-07-20

XTL SPDR SERIES TRUST1.1K shares-26.31%2026-06-302026-07-20

BX BLACKSTONE INC2.1K shares6.27%2026-06-302026-07-20

CGBL CAPITAL GROUP CORE BALANCED6.4K sharesnew addition2026-06-302026-07-20

GD GENERAL DYNAMICS CORP680 shares9.32%2026-06-302026-07-20

AVLV AMERICAN CENTY ETF TR2.6K shares0.00%2026-06-302026-07-20

IMCG ISHARES TR2.4K sharesnew addition2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC233 sharesnew addition2026-06-302026-07-20

Sponsored

RYLD GLOBAL X FDS14.7K shares-7.66%2026-06-302026-07-20

BEAM BEAM THERAPEUTICS INC6.8K sharesnew addition2026-06-302026-07-20

PAPR INNOVATOR ETFS TRUST5.5K sharesnew addition2026-06-302026-07-20

LRCX LAM RESEARCH CORP534 sharesnew addition2026-06-302026-07-20

DVY ISHARES TR1.5K sharesnew addition2026-06-302026-07-20

BHVN BIOHAVEN LTD15.5K shares0.00%2026-06-302026-07-20

ITOT ISHARES TR1.4K shares-75.18%2026-06-302026-07-20

AFLG FIRST TR EXCHNG TRADED FD VI5.3K sharesnew addition2026-06-302026-07-20

Sponsored

ASML ASML HLDG NV115 sharesnew addition2026-06-302026-07-20

ACWI ISHARES TR1.4K shares-18.31%2026-06-302026-07-20

FVD FIRST TR EXCHANGE-TRADED FD4.7K shares-19.70%2026-06-302026-07-20

MAGS LISTED FDS TR3.5K shares0.00%2026-06-302026-07-20

PECO PHILLIPS EDISON & CO INC5.4K shares0.00%2026-06-302026-07-20

OZ BELPOINTE PREP LLC4.9K shares0.00%2026-06-302026-07-20

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares8.81%2026-06-302026-07-20

FNDX SCHWAB STRATEGIC TR7.0K sharesnew addition2026-06-302026-07-20

Sponsored

XYLD GLOBAL X FDS5.3K shares-17.43%2026-06-302026-07-20

FBTC FIDELITY WISE ORIGIN BITCOIN4.2K shares-0.07%2026-06-302026-07-20

POCT INNOVATOR ETFS TRUST4.6K sharesnew addition2026-06-302026-07-20

PAAS PAN AMERN SILVER CORP4.8K shares0.27%2026-06-302026-07-20

FTA FIRST TR EXCHANGE-TRADED ALP2.2K sharesnew addition2026-06-302026-07-20

C CITIGROUP INC1.5K sharesnew addition2026-06-302026-07-20

FDT FIRST TR EXCH TRD ALPHDX FD2.2K sharesnew addition2026-06-302026-07-20

PREF PRINCIPAL EXCHANGE TRADED FD11.1K shares-1.06%2026-06-302026-07-20

Sponsored

SCHW SCHWAB CHARLES CORP2.3K shares2.08%2026-06-302026-07-20

BK BANK OF NY MELLON CORP1.4K shares-26.52%2026-06-302026-07-20

BSX BOSTON SCIENTIFIC CORP4.8K shares0.97%2026-06-302026-07-20

WFC WELLS FARGO & CO2.5K sharesnew addition2026-06-302026-07-20

JPIB J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2026-06-302026-07-20

DTE DTE ENERGY CO1.3K sharesnew addition2026-06-302026-07-20

PROSHARES TR PROSHARES TR4.3K sharesnew addition2026-06-302026-07-20

VG VENTURE GLOBAL INC16.0K shares21.91%2026-06-302026-07-20

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD10.2K shares-61.50%2026-06-302026-07-20

ETHA ISHARES ETHEREUM TR13.2K shares-17.16%2026-06-302026-07-20

PML PIMCO MUN INCOME FD II12.0K shares1.59%2026-06-302026-07-20

BBAI BIGBEAR AI HLDGS INC18.4K sharesnew addition2026-06-302026-07-20

SNAP SNAP INC13.7K sharesnew addition2026-06-302026-07-20

MX MAGNACHIP SEMICONDUCTOR CORP11.5K sharesnew addition2026-06-302026-07-20

ZVIA ZEVIA PBC12.1K shares-7.62%2026-06-302026-07-20

ACHR.WS ARCHER AVIATION INC10.0K shares0.00%2026-06-302026-07-20

Sponsored

SPDR SERIES TRUST

21.63%

Shares2.9M

Event2026-06-30

Filed2026-07-20

DFAC

DIMENSIONAL ETF TRUST

-4.16%

Shares2.7M

Event2026-06-30

Filed2026-07-20

CORO

BLACKROCK ETF TRUST

6.45%

Shares2.4M

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

598.18%

Shares870.8K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

10.27%

Shares1.0M

Event2026-06-30

Filed2026-07-20

DYNF

BLACKROCK ETF TRUST

3.37%

Shares1.0M

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

13.59%

Shares273.5K

Event2026-06-30

Filed2026-07-20

DFAX

DIMENSIONAL ETF TRUST

-3.84%

Shares1.4M

Event2026-06-30

Filed2026-07-20

SPYG

SPDR SERIES TRUST

33.69%

Shares420.0K

Event2026-06-30

Filed2026-07-20

BAI

BLACKROCK ETF TRUST

-0.71%

Shares939.2K

Event2026-06-30

Filed2026-07-20

IVE

ISHARES TR

11.54%

Shares174.4K

Event2026-06-30

Filed2026-07-20

DCOR

DIMENSIONAL ETF TRUST

-3.44%

Shares461.7K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

1.51%

Shares106.3K

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

8.96%

Shares595.1K

Event2026-06-30

Filed2026-07-20

MTUM

ISHARES TR

-28.51%

Shares74.2K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

-29.75%

Shares297.9K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

12.54%

Shares395.6K

Event2026-06-30

Filed2026-07-20

SHLD

GLOBAL X FDS

32.84%

Shares355.9K

Event2026-06-30

Filed2026-07-20

GOVT

ISHARES TR

12.84%

Shares912.2K

Event2026-06-30

Filed2026-07-20

DFIC

DIMENSIONAL ETF TRUST

4.61%

Shares517.5K

Event2026-06-30

Filed2026-07-20

THRO

BLACKROCK ETF TRUST

-29.29%

Shares445.4K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

-7.60%

Shares24.9K

Event2026-06-30

Filed2026-07-20

MBB

ISHARES TR

10.34%

Shares193.2K

Event2026-06-30

Filed2026-07-20

BSV

VANGUARD BD INDEX FDS

15.59%

Shares213.9K

Event2026-06-30

Filed2026-07-20

DFSD

DIMENSIONAL ETF TRUST

13.95%

Shares338.1K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

-25.45%

Shares23.0K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

8.05%

Shares51.8K

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST

New

Shares533.6K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-5.45%

Shares17.3K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

8.39%

Shares63.8K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-5.68%

Shares34.0K

Event2026-06-30

Filed2026-07-20

TLH

ISHARES TR

8.24%

Shares123.7K

Event2026-06-30

Filed2026-07-20

QQQM

INVESCO EXCH TRADED FD TR II

34.58%

Shares40.5K

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

59.07%

Shares150.6K

Event2026-06-30

Filed2026-07-20

SPDW

SPDR INDEX SHS FDS

-2.09%

Shares223.1K

Event2026-06-30

Filed2026-07-20

BINC

BLACKROCK ETF TRUST II

-18.73%

Shares197.0K

Event2026-06-30

Filed2026-07-20

DFCF

DIMENSIONAL ETF TRUST

11.05%

Shares243.9K

Event2026-06-30

Filed2026-07-20

DFGX

DIMENSIONAL ETF TRUST

9.52%

Shares188.6K

Event2026-06-30

Filed2026-07-20

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.10%

Shares201.1K

Event2026-06-30

Filed2026-07-20

BIV

VANGUARD BD INDEX FDS

30.31%

Shares128.5K

Event2026-06-30

Filed2026-07-20

DFEM

DIMENSIONAL ETF TRUST

6.06%

Shares237.4K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.89%

Shares19.1K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

1216.46%

Shares39.9K

Event2026-06-30

Filed2026-07-20

VMBS

VANGUARD SCOTTSDALE FDS

15.71%

Shares174.5K

Event2026-06-30

Filed2026-07-20

DGCB

DIMENSIONAL ETF TRUST

5.18%

Shares148.3K

Event2026-06-30

Filed2026-07-20

IEF

ISHARES TR

323.55%

Shares83.7K

Event2026-06-30

Filed2026-07-20

BLV

VANGUARD BD INDEX FDS

16.23%

Shares114.0K

Event2026-06-30

Filed2026-07-20

AIRR

FIRST TR EXCHANGE TRADED FD

-7.91%

Shares57.0K

Event2026-06-30

Filed2026-07-20

UJUL

INNOVATOR ETFS TRUST

4.91%

Shares184.0K

Event2026-06-30

Filed2026-07-20

HIMU

BLACKROCK ETF TRUST II

19.54%

Shares146.9K

Event2026-06-30

Filed2026-07-20

BALT

INNOVATOR ETFS TRUST

-5.08%

Shares211.8K

Event2026-06-30

Filed2026-07-20

DFUS

DIMENSIONAL ETF TRUST

-5.07%

Shares87.7K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

6.69%

Shares28.6K

Event2026-06-30

Filed2026-07-20

UJAN

INNOVATOR ETFS TRUST

5.49%

Shares150.0K

Event2026-06-30

Filed2026-07-20

UOCT

INNOVATOR ETFS TRUST

5.82%

Shares158.7K

Event2026-06-30

Filed2026-07-20

UAPR

INNOVATOR ETFS TRUST

5.62%

Shares185.2K

Event2026-06-30

Filed2026-07-20

UDEC

INNOVATOR ETFS TRUST

4.33%

Shares155.6K

Event2026-06-30

Filed2026-07-20

UAUG

INNOVATOR ETFS TRUST

4.35%

Shares153.9K

Event2026-06-30

Filed2026-07-20

UNOV

INNOVATOR ETFS TRUST

4.58%

Shares160.0K

Event2026-06-30

Filed2026-07-20

UMAR

INNOVATOR ETFS TRUST

4.34%

Shares151.7K

Event2026-06-30

Filed2026-07-20

USEP

INNOVATOR ETFS TRUST

4.49%

Shares155.1K

Event2026-06-30

Filed2026-07-20

UFEB

INNOVATOR ETFS TRUST

4.48%

Shares165.0K

Event2026-06-30

Filed2026-07-20

UMAY

INNOVATOR ETFS TRUST

4.91%

Shares164.6K

Event2026-06-30

Filed2026-07-20

UJUN

INNOVATOR ETFS TRUST

4.84%

Shares162.1K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

-18.53%

Shares7.9K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

-17.37%

Shares31.0K

Event2026-06-30

Filed2026-07-20

VTEI

VANGUARD MUN BD FDS

6.13%

Shares56.0K

Event2026-06-30

Filed2026-07-20

SOXX

ISHARES TR

-14.98%

Shares8.8K

Event2026-06-30

Filed2026-07-20

AVDE

AMERICAN CENTY ETF TR

-4.32%

Shares61.1K

Event2026-06-30

Filed2026-07-20

FBCG

FIDELITY COVINGTON TRUST

-4.39%

Shares86.5K

Event2026-06-30

Filed2026-07-20

ROYAL BK CDA

0.06%

Shares25.0K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

-9.62%

Shares20.3K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-3.72%

Shares14.0K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

19.14%

Shares64.1K

Event2026-06-30

Filed2026-07-20

BALI

BLACKROCK ETF TRUST

100.30%

Shares142.7K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-33.05%

Shares12.9K

Event2026-06-30

Filed2026-07-20

IYW

ISHARES TR

-5.37%

Shares18.7K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

-1.73%

Shares4.0K

Event2026-06-30

Filed2026-07-20

TCAI

TORTOISE CAPITAL SERIES TRUS

111.86%

Shares76.1K

Event2026-06-30

Filed2026-07-20

IDEF

BLACKROCK ETF TRUST

126.21%

Shares133.8K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

0.40%

Shares11.8K

Event2026-06-30

Filed2026-07-20

HEAL

GLOBAL X FDS

125.96%

Shares152.0K

Event2026-06-30

Filed2026-07-20

MEAR

ISHARES U S ETF TR

5.23%

Shares81.9K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

-0.66%

Shares11.5K

Event2026-06-30

Filed2026-07-20

AIPO

TIDAL TRUST II

134.33%

Shares117.3K

Event2026-06-30

Filed2026-07-20

XLV

SELECT SECTOR SPDR TR

15.04%

Shares24.6K

Event2026-06-30

Filed2026-07-20

IGEB

ISHARES TR

47.23%

Shares84.8K

Event2026-06-30

Filed2026-07-20

PAVE

GLOBAL X FDS

167.44%

Shares64.5K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

148.86%

Shares65.7K

Event2026-06-30

Filed2026-07-20

DTCR

GLOBAL X FDS

135.54%

Shares121.1K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

0.38%

Shares25.4K

Event2026-06-30

Filed2026-07-20

XLI

SELECT SECTOR SPDR TR

809.13%

Shares18.7K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

12.36%

Shares9.0K

Event2026-06-30

Filed2026-07-20

BIL

SPDR SERIES TRUST

-47.08%

Shares36.4K

Event2026-06-30

Filed2026-07-20

SPAB

SPDR SERIES TRUST

-4.53%

Shares129.9K

Event2026-06-30

Filed2026-07-20

ICOP

ISHARES TR

173.20%

Shares67.3K

Event2026-06-30

Filed2026-07-20

SYSB

ISHARES TR

7.39%

Shares36.4K

Event2026-06-30

Filed2026-07-20

AVEM

AMERICAN CENTY ETF TR

353.50%

Shares33.5K

Event2026-06-30

Filed2026-07-20

SETM

SPROTT FDS TR

182.51%

Shares103.2K

Event2026-06-30

Filed2026-07-20

ZALT

INNOVATOR ETFS TRUST

-34.24%

Shares94.0K

Event2026-06-30

Filed2026-07-20

DFNM

DIMENSIONAL ETF TRUST

-8.12%

Shares64.3K

Event2026-06-30

Filed2026-07-20

FNDF

SCHWAB STRATEGIC TR

-3.17%

Shares58.8K

Event2026-06-30

Filed2026-07-20

ESGU

ISHARES TR

0.14%

Shares18.5K

Event2026-06-30

Filed2026-07-20

TFLO

ISHARES TR

-88.35%

Shares57.6K

Event2026-06-30

Filed2026-07-20

VOX

VANGUARD WORLD FD

New

Shares15.8K

Event2026-06-30

Filed2026-07-20

SECU

BLACKROCK ETF TRUST II

New

Shares58.1K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

-90.98%

Shares12.9K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

-14.72%

Shares4.3K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

-13.43%

Shares3.0K

Event2026-06-30

Filed2026-07-20

MLPX

GLOBAL X FDS

-4.44%

Shares38.0K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

-26.52%

Shares7.5K

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

New

Shares17.3K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

-2.33%

Shares9.5K

Event2026-06-30

Filed2026-07-20

ZAPR

INNOVATOR ETFS TRUST

190.44%

Shares99.8K

Event2026-06-30

Filed2026-07-20

IUSB

ISHARES TR

30.55%

Shares56.3K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

-28.96%

Shares4.4K

Event2026-06-30

Filed2026-07-20

VLUE

ISHARES TR

7.84%

Shares12.6K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

-8.12%

Shares23.1K

Event2026-06-30

Filed2026-07-20

CLOA

BLACKROCK ETF TRUST II

-22.53%

Shares47.7K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

-11.22%

Shares4.1K

Event2026-06-30

Filed2026-07-20

MLN

VANECK ETF TRUST

8.64%

Shares127.9K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

81.45%

Shares15.5K

Event2026-06-30

Filed2026-07-20

IXN

ISHARES TR

-0.38%

Shares15.0K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

4.45%

Shares6.2K

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

216.61%

Shares27.5K

Event2026-06-30

Filed2026-07-20

EALT

INNOVATOR ETFS TRUST

61.33%

Shares56.4K

Event2026-06-30

Filed2026-07-20

CRDO

CREDO TECHNOLOGY GROUP HOLDI

-47.37%

Shares7.3K

Event2026-06-30

Filed2026-07-20

SHYM

BLACKROCK ETF TRUST II

26.46%

Shares88.6K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-31.70%

Shares7.8K

Event2026-06-30

Filed2026-07-20

FTSM

FIRST TR EXCHANGE-TRADED FD

-8.36%

Shares33.2K

Event2026-06-30

Filed2026-07-20

EFV

ISHARES TR

-44.65%

Shares25.7K

Event2026-06-30

Filed2026-07-20

DFGR

DIMENSIONAL ETF TRUST

-8.99%

Shares67.5K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

0.91%

Shares7.2K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

-14.08%

Shares4.6K

Event2026-06-30

Filed2026-07-20

JPIE

J P MORGAN EXCHANGE TRADED F

267.72%

Shares40.8K

Event2026-06-30

Filed2026-07-20

MGK

VANGUARD WORLD FD

439.55%

Shares20.9K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

-4.62%

Shares16.0K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

0.58%

Shares19.7K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

647.18%

Shares14.8K

Event2026-06-30

Filed2026-07-20

HDV

ISHARES TR

448.41%

Shares64.1K

Event2026-06-30

Filed2026-07-20

BUFR

FIRST TR EXCHNG TRADED FD VI

-5.56%

Shares47.1K

Event2026-06-30

Filed2026-07-20

APOC

INNOVATOR ETFS TRUST

83.54%

Shares64.9K

Event2026-06-30

Filed2026-07-20

BUFD

FIRST TR EXCHNG TRADED FD VI

19.05%

Shares56.7K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

785.59%

Shares13.5K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-24.76%

Shares17.3K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

-7.60%

Shares1.4K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

121.03%

Shares1.4K

Event2026-06-30

Filed2026-07-20

MOAT

VANECK ETF TRUST

-14.51%

Shares15.6K

Event2026-06-30

Filed2026-07-20

IWY

ISHARES TR

-1.29%

Shares5.5K

Event2026-06-30

Filed2026-07-20

JAJL

INNOVATOR ETFS TRUST

-8.56%

Shares53.2K

Event2026-06-30

Filed2026-07-20

VTES

VANGUARD WELLINGTON FD

6.49%

Shares15.4K

Event2026-06-30

Filed2026-07-20

EMLC

VANECK ETF TRUST

7.89%

Shares61.1K

Event2026-06-30

Filed2026-07-20

EFG

ISHARES TR

0.73%

Shares12.4K

Event2026-06-30

Filed2026-07-20

ZJAN

INNOVATOR ETFS TRUST

-16.84%

Shares55.1K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-10.87%

Shares21.6K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

1.13%

Shares8.4K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

9.80%

Shares10.9K

Event2026-06-30

Filed2026-07-20

GJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares34.0K

Event2026-06-30

Filed2026-07-20

GAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares35.2K

Event2026-06-30

Filed2026-07-20

SHW

SHERWIN WILLIAMS CO

0.35%

Shares4.1K

Event2026-06-30

Filed2026-07-20

EEM

ISHARES TR

-47.08%

Shares20.3K

Event2026-06-30

Filed2026-07-20

MIAX

MIAMI INTL HLDGS INC

-21.77%

Shares36.7K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

13.68%

Shares4.2K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

38.57%

Shares42.7K

Event2026-06-30

Filed2026-07-20

IBIT

ISHARES BITCOIN TRUST ETF

-10.28%

Shares40.5K

Event2026-06-30

Filed2026-07-20

EUHY

ISHARES INC

8.48%

Shares24.6K

Event2026-06-30

Filed2026-07-20

INVESCO EXCH TRADED FD TR II

24.75%

Shares56.2K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

-30.09%

Shares5.3K

Event2026-06-30

Filed2026-07-20

VTEB

VANGUARD MUN BD FDS

-11.69%

Shares25.3K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares24.4K

Event2026-06-30

Filed2026-07-20

FIRST TR EXCHANGE TRADED FD

1.43%

Shares16.3K

Event2026-06-30

Filed2026-07-20

MGV

VANGUARD WORLD FD

-39.59%

Shares7.5K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

12.74%

Shares43.7K

Event2026-06-30

Filed2026-07-20

NLR

VANECK ETF TRUST

-12.78%

Shares10.1K

Event2026-06-30

Filed2026-07-20

EDGF

ADVISORS INNER CIRCLE FD II

475.09%

Shares47.6K

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD WHITEHALL FDS

-77.66%

Shares7.4K

Event2026-06-30

Filed2026-07-20

DJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares22.6K

Event2026-06-30

Filed2026-07-20

XUSP

INNOVATOR ETFS TRUST

-34.26%

Shares21.2K

Event2026-06-30

Filed2026-07-20

DAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD MALVERN FDS

New

Shares21.2K

Event2026-06-30

Filed2026-07-20

VCIT

VANGUARD SCOTTSDALE FDS

-7.03%

Shares12.8K

Event2026-06-30

Filed2026-07-20

IJK

ISHARES TR

44.51%

Shares9.0K

Event2026-06-30

Filed2026-07-20

ZOCT

INNOVATOR ETFS TRUST

-13.68%

Shares38.0K

Event2026-06-30

Filed2026-07-20

BLCR

BLACKROCK ETF TRUST

11.92%

Shares20.5K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

0.98%

Shares6.1K

Event2026-06-30

Filed2026-07-20

ALPS ETF TR

0.94%

Shares19.4K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

4.85%

Shares1.0K

Event2026-06-30

Filed2026-07-20

VGK

VANGUARD INTL EQUITY INDEX F

-32.53%

Shares11.2K

Event2026-06-30

Filed2026-07-20

VHT

VANGUARD WORLD FD

-17.50%

Shares3.3K

Event2026-06-30

Filed2026-07-20

IDEV

ISHARES TR

-32.58%

Shares11.0K

Event2026-06-30

Filed2026-07-20

IWR

ISHARES TR

-3.76%

Shares8.6K

Event2026-06-30

Filed2026-07-20

DIA

STATE STR SPDR DOW JONES IND

-17.62%

Shares1.8K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.53%

Shares2.0K

Event2026-06-30

Filed2026-07-20

VGIT

VANGUARD SCOTTSDALE FDS

-12.29%

Shares15.9K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

3.94%

Shares3.6K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

40.22%

Shares3.8K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

-53.42%

Shares12.0K

Event2026-06-30

Filed2026-07-20

IXC

ISHARES TR

-12.18%

Shares18.8K

Event2026-06-30

Filed2026-07-20

IGM

ISHARES TR

1.53%

Shares5.6K

Event2026-06-30

Filed2026-07-20

CWB

SPDR SERIES TRUST

-45.57%

Shares8.4K

Event2026-06-30

Filed2026-07-20

DFSV

DIMENSIONAL ETF TRUST

-16.10%

Shares23.0K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

23.68%

Shares2.4K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

2.18%

Shares6.8K

Event2026-06-30

Filed2026-07-20

VOT

VANGUARD INDEX FDS

21.20%

Shares2.8K

Event2026-06-30

Filed2026-07-20

AIQ

GLOBAL X FDS

9.93%

Shares13.0K

Event2026-06-30

Filed2026-07-20

EMXC

ISHARES INC

0.17%

Shares8.2K

Event2026-06-30

Filed2026-07-20

IWV

ISHARES TR

-16.18%

Shares2.0K

Event2026-06-30

Filed2026-07-20

TER

TERADYNE INC

-22.52%

Shares1.7K

Event2026-06-30

Filed2026-07-20

ESGE

ISHARES INC

-0.01%

Shares15.1K

Event2026-06-30

Filed2026-07-20

VEEV

VEEVA SYS INC

0.07%

Shares4.6K

Event2026-06-30

Filed2026-07-20

AFL

AFLAC INC

0.22%

Shares6.9K

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD INDEX FDS

13.13%

Shares2.2K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

0.60%

Shares3.5K

Event2026-06-30

Filed2026-07-20

BILT

BLACKROCK ETF TRUST

New

Shares28.2K

Event2026-06-30

Filed2026-07-20

COWZ

PACER FDS TR

-40.19%

Shares12.6K

Event2026-06-30

Filed2026-07-20

VOE

VANGUARD INDEX FDS

-3.85%

Shares4.0K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

8.44%

Shares32.6K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

-1.44%

Shares1.0K

Event2026-06-30

Filed2026-07-20

SLV

ISHARES SILVER TR

-3.03%

Shares14.5K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

-7.57%

Shares10.8K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

-56.65%

Shares5.2K

Event2026-06-30

Filed2026-07-20

SPLV

INVESCO EXCH TRADED FD TR II

-32.02%

Shares10.1K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

2.12%

Shares5.0K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

-4.35%

Shares5.9K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

-1.90%

Shares1.8K

Event2026-06-30

Filed2026-07-20

SELECT SECTOR SPDR TR

-36.94%

Shares16.4K

Event2026-06-30

Filed2026-07-20

MGC

VANGUARD WORLD FD

-8.12%

Shares2.7K

Event2026-06-30

Filed2026-07-20

DEERE & CO

8.53%

Shares1.2K

Event2026-06-30

Filed2026-07-20

DSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-20

IWL

ISHARES TR

7.07%

Shares4.0K

Event2026-06-30

Filed2026-07-20

RDVY

FIRST TR EXCHANGE TRADED FD

3.59%

Shares8.9K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

4.46%

Shares2.1K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

-4.09%

Shares3.8K

Event2026-06-30

Filed2026-07-20

DFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-20

SNDK

SANDISK CORP

New

Shares310

Event2026-06-30

Filed2026-07-20

VNQ

VANGUARD INDEX FDS

-37.08%

Shares7.1K

Event2026-06-30

Filed2026-07-20

J P MORGAN EXCHANGE TRADED F

18.50%

Shares11.2K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

16.33%

Shares11.9K

Event2026-06-30

Filed2026-07-20

GBIL

GOLDMAN SACHS ETF TR

-13.34%

Shares6.7K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

-1.47%

Shares4.0K

Event2026-06-30

Filed2026-07-20

IYZ

ISHARES TR

140.99%

Shares15.7K

Event2026-06-30

Filed2026-07-20

NDSN

NORDSON CORP

-7.39%

Shares2.2K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

-1.26%

Shares3.0K

Event2026-06-30

Filed2026-07-20

AT&T INC

-13.99%

Shares31.5K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

5.28%

Shares4.8K

Event2026-06-30

Filed2026-07-20

XLF

SELECT SECTOR SPDR TR

-8.52%

Shares12.1K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

-48.26%

Shares2.2K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

-0.07%

Shares7.7K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

-3.55%

Shares3.5K

Event2026-06-30

Filed2026-07-20

GAM

GENERAL AMERN INVS CO INC

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-20

UPS

UNITED PARCEL SVCS INC

-20.84%

Shares5.6K

Event2026-06-30

Filed2026-07-20

IDNA

ISHARES TR

-16.64%

Shares17.7K

Event2026-06-30

Filed2026-07-20

IJT

ISHARES TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

-2.38%

Shares1.1K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

-60.91%

Shares5.0K

Event2026-06-30

Filed2026-07-20

ICVT

ISHARES TR

-59.26%

Shares4.8K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

-20.64%

Shares1.6K

Event2026-06-30

Filed2026-07-20

TDIV

FIRST TR EXCHANGE TRADED FD

102.32%

Shares4.8K

Event2026-06-30

Filed2026-07-20

ZJUL

INNOVATOR ETFS TRUST

-7.63%

Shares18.0K

Event2026-06-30

Filed2026-07-20

ITA

ISHARES TR

123.84%

Shares2.2K

Event2026-06-30

Filed2026-07-20

USFR

WISDOMTREE TR

-85.79%

Shares10.7K

Event2026-06-30

Filed2026-07-20

VISA INC

25.20%

Shares1.6K

Event2026-06-30

Filed2026-07-20

FIRSTENERGY CORP

0.61%

Shares11.2K

Event2026-06-30

Filed2026-07-20

CONSOLIDATED EDISON INC

107.50%

Shares4.8K

Event2026-06-30

Filed2026-07-20

SHOP

SHOPIFY INC

-18.23%

Shares4.6K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

-22.12%

Shares6.3K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

11.01%

Shares3.6K

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

-79.78%

Shares9.5K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

2.67%

Shares3.5K

Event2026-06-30

Filed2026-07-20

BFRZ

INNOVATOR ETFS TRUST

New

Shares18.7K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

21.66%

Shares2.1K

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

-2.85%

Shares4.8K

Event2026-06-30

Filed2026-07-20

DFUV

DIMENSIONAL ETF TRUST

-1.41%

Shares9.1K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

3.47%

Shares1.8K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

1.12%

Shares1.2K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

-7.83%

Shares412

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

-48.20%

Shares5.5K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

16.71%

Shares1.8K

Event2026-06-30

Filed2026-07-20

XLB

SELECT SECTOR SPDR TR

-18.71%

Shares9.2K

Event2026-06-30

Filed2026-07-20

ENERGY TRANSFER L P

14.81%

Shares24.4K

Event2026-06-30

Filed2026-07-20

SCHY

SCHWAB STRATEGIC TR

-1.08%

Shares14.4K

Event2026-06-30

Filed2026-07-20

SUB

ISHARES TR

13.31%

Shares4.2K

Event2026-06-30

Filed2026-07-20

ITW

ILLINOIS TOOL WKS INC

12.65%

Shares1.6K

Event2026-06-30

Filed2026-07-20

BWMN

BOWMAN CONSULTING GROUP LTD

New

Shares15.0K

Event2026-06-30

Filed2026-07-20

CVS

CVS HEALTH CORP

-13.88%

Shares4.2K

Event2026-06-30

Filed2026-07-20

BSEP

INNOVATOR ETFS TRUST

29.97%

Shares8.2K

Event2026-06-30

Filed2026-07-20

JMOM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-20

VDC

VANGUARD WORLD FD

New

Shares1.9K

Event2026-06-30

Filed2026-07-20

MELI

MERCADOLIBRE INC

0.81%

Shares249

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

-36.64%

Shares2.0K

Event2026-06-30

Filed2026-07-20

TFC

TRUIST FINL CORP

6.58%

Shares8.5K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

36.89%

Shares4.4K

Event2026-06-30

Filed2026-07-20

IFRA

ISHARES TR

-16.84%

Shares6.6K

Event2026-06-30

Filed2026-07-20

IHAK

ISHARES TR

-14.39%

Shares6.9K

Event2026-06-30

Filed2026-07-20

MMIT

NEW YORK LIFE INVTS ACTIVE E

New

Shares16.8K

Event2026-06-30

Filed2026-07-20

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

-11.19%

Shares3.5K

Event2026-06-30

Filed2026-07-20

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-20

DFAS

DIMENSIONAL ETF TRUST

-28.26%

Shares4.9K

Event2026-06-30

Filed2026-07-20

SPACE EXPLORATION TECHN CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-20

BOCT

INNOVATOR ETFS TRUST

65.98%

Shares7.5K

Event2026-06-30

Filed2026-07-20

FDVV

FIDELITY COVINGTON TRUST

-1.75%

Shares6.6K

Event2026-06-30

Filed2026-07-20

LNG

CHENIERE ENERGY INC

2.98%

Shares1.7K

Event2026-06-30

Filed2026-07-20

DFIP

DIMENSIONAL ETF TRUST

-7.46%

Shares9.6K

Event2026-06-30

Filed2026-07-20

TLTW

ISHARES TR

New

Shares17.7K

Event2026-06-30

Filed2026-07-20

VXF

VANGUARD INDEX FDS

0.38%

Shares1.6K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

0.35%

Shares1.7K

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST II

New

Shares7.6K

Event2026-06-30

Filed2026-07-20

DJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-20

BUG

GLOBAL X FDS

-13.87%

Shares9.9K

Event2026-06-30

Filed2026-07-20

SPYD

SPDR SERIES TRUST

-5.62%

Shares7.9K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

1.25%

Shares11.1K

Event2026-06-30

Filed2026-07-20

XMMO

INVESCO EXCHANGE TRADED FD T

-51.23%

Shares2.2K

Event2026-06-30

Filed2026-07-20

EPD

ENTERPRISE PRODS PARTNERS L

0.14%

Shares10.1K

Event2026-06-30

Filed2026-07-20

EUFN

ISHARES TR

New

Shares9.5K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

5.98%

Shares7.6K

Event2026-06-30

Filed2026-07-20

SDVY

FIRST TR EXCHANGE TRADED FD

-6.19%

Shares8.4K

Event2026-06-30

Filed2026-07-20

FYX

FIRST TR EXCHANGE-TRADED ALP

-10.14%

Shares2.5K

Event2026-06-30

Filed2026-07-20

BCI

ABRDN ETFS

-31.35%

Shares15.8K

Event2026-06-30

Filed2026-07-20

DES

WISDOMTREE TR

New

Shares8.6K

Event2026-06-30

Filed2026-07-20

COLGATE PALMOLIVE CO

1.60%

Shares3.8K

Event2026-06-30

Filed2026-07-20

BJUL

INNOVATOR ETFS TRUST

New

Shares6.4K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

New

Shares479

Event2026-06-30

Filed2026-07-20

LMUB

ISHARES TR

-2.75%

Shares6.8K

Event2026-06-30

Filed2026-07-20

FYT

FIRST TR EXCHANGE-TRADED ALP

New

Shares4.9K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

-35.96%

Shares8.0K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES TR

15.10%

Shares3.4K

Event2026-06-30

Filed2026-07-20

VGLT

VANGUARD SCOTTSDALE FDS

-6.66%

Shares6.0K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

PJAN

INNOVATOR ETFS TRUST

New

Shares6.5K

Event2026-06-30

Filed2026-07-20

IYK

ISHARES TR

-20.48%

Shares4.4K

Event2026-06-30

Filed2026-07-20

ETR

ENTERGY CORP NEW

-6.95%

Shares2.8K

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

DGX

QUEST DIAGNOSTICS INC

-1.36%

Shares1.5K

Event2026-06-30

Filed2026-07-20

VYMI

VANGUARD WHITEHALL FDS

4.45%

Shares3.1K

Event2026-06-30

Filed2026-07-20

EDGH

ADVISORS INNER CIRCLE FD II

New

Shares9.6K

Event2026-06-30

Filed2026-07-20

IYH

ISHARES TR

New

Shares4.5K

Event2026-06-30

Filed2026-07-20

GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.11%

Shares6.7K

Event2026-06-30

Filed2026-07-20

LNT

ALLIANT ENERGY CORP

25.40%

Shares4.0K

Event2026-06-30

Filed2026-07-20

BRC

BRADY CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

NUE

NUCOR CORP

-0.59%

Shares1.3K

Event2026-06-30

Filed2026-07-20

ENB

ENBRIDGE INC

-0.14%

Shares5.5K

Event2026-06-30

Filed2026-07-20

PJUL

INNOVATOR ETFS TRUST

New

Shares6.1K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-34.46%

Shares3.0K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

1.37%

Shares2.7K

Event2026-06-30

Filed2026-07-20

VANECK ETF TRUST

-1.92%

Shares3.8K

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC

10.10%

Shares4.2K

Event2026-06-30

Filed2026-07-20

RPM

RPM INTL INC

13.03%

Shares2.5K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

-25.08%

Shares687

Event2026-06-30

Filed2026-07-20

QTEC

FIRST TR EXCHANGE-TRADED FD

New

Shares836

Event2026-06-30

Filed2026-07-20

CEG

CONSTELLATION ENERGY CORP

1.27%

Shares1.1K

Event2026-06-30

Filed2026-07-20

FDN

FIRST TR EXCHANGE-TRADED FD

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

IFN

ABERDEEN INDIA FD INC

3.39%

Shares23.6K

Event2026-06-30

Filed2026-07-20

GEF.B

GREIF INC

0.96%

Shares3.0K

Event2026-06-30

Filed2026-07-20

IWS

ISHARES TR

1.21%

Shares1.7K

Event2026-06-30

Filed2026-07-20

PYLD

PIMCO ETF TR

1.94%

Shares10.3K

Event2026-06-30

Filed2026-07-20

FLMI

FRANKLIN TEMPLETON ETF TR

New

Shares10.9K

Event2026-06-30

Filed2026-07-20

GILD

GILEAD SCIENCES INC

-0.33%

Shares2.1K

Event2026-06-30

Filed2026-07-20

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-20

NSC

NORFOLK SOUTHN CORP

-17.96%

Shares859

Event2026-06-30

Filed2026-07-20

DEM

WISDOMTREE TR

-1.77%

Shares5.0K

Event2026-06-30

Filed2026-07-20

AXON

AXON ENTERPRISE INC

-14.36%

Shares477

Event2026-06-30

Filed2026-07-20

BOEING CO

3.80%

Shares1.2K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

6.45%

Shares2.8K

Event2026-06-30

Filed2026-07-20

PPG

PPG INDS INC

0.79%

Shares2.2K

Event2026-06-30

Filed2026-07-20

EDGU

ADVISORS INNER CIRCLE FD II

New

Shares8.2K

Event2026-06-30

Filed2026-07-20

UNITY SOFTWARE INC

New

Shares9.1K

Event2026-06-30

Filed2026-07-20

ISHARES TR

New

Shares9.4K

Event2026-06-30

Filed2026-07-20

ISHARES TR

New

Shares9.4K

Event2026-06-30

Filed2026-07-20

ISHARES TR

New

Shares9.5K

Event2026-06-30

Filed2026-07-20

NZF

NUVEEN MUN CR INCOME FD

6.47%

Shares20.1K

Event2026-06-30

Filed2026-07-20

FTGS

FIRST TR EXCHANGE-TRADED FD

1.38%

Shares6.9K

Event2026-06-30

Filed2026-07-20

EVLN

MORGAN STANLEY ETF TRUST

-2.00%

Shares5.2K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

New

Shares849

Event2026-06-30

Filed2026-07-20

XLY

SELECT SECTOR SPDR TR

-87.26%

Shares2.2K

Event2026-06-30

Filed2026-07-20

OEF

ISHARES TR

-8.25%

Shares678

Event2026-06-30

Filed2026-07-20

XTL

SPDR SERIES TRUST

-26.31%

Shares1.1K

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC

6.27%

Shares2.1K

Event2026-06-30

Filed2026-07-20

CGBL

CAPITAL GROUP CORE BALANCED

New

Shares6.4K

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

9.32%

Shares680

Event2026-06-30

Filed2026-07-20

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

IMCG

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

New

Shares233

Event2026-06-30

Filed2026-07-20

RYLD

GLOBAL X FDS

-7.66%

Shares14.7K

Event2026-06-30

Filed2026-07-20

BEAM

BEAM THERAPEUTICS INC

New

Shares6.8K

Event2026-06-30

Filed2026-07-20

PAPR

INNOVATOR ETFS TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

New

Shares534

Event2026-06-30

Filed2026-07-20

DVY

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

BHVN

BIOHAVEN LTD

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-20

ITOT

ISHARES TR

-75.18%

Shares1.4K

Event2026-06-30

Filed2026-07-20

AFLG

FIRST TR EXCHNG TRADED FD VI

New

Shares5.3K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

New

Shares115

Event2026-06-30

Filed2026-07-20

ACWI

ISHARES TR

-18.31%

Shares1.4K

Event2026-06-30

Filed2026-07-20

FVD

FIRST TR EXCHANGE-TRADED FD

-19.70%

Shares4.7K

Event2026-06-30

Filed2026-07-20

MAGS

LISTED FDS TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-20

PECO

PHILLIPS EDISON & CO INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-20

BELPOINTE PREP LLC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-20

PEG

PUBLIC SVC ENTERPRISE GROUP

8.81%

Shares2.7K

Event2026-06-30

Filed2026-07-20

FNDX

SCHWAB STRATEGIC TR

New

Shares7.0K

Event2026-06-30

Filed2026-07-20

XYLD

GLOBAL X FDS

-17.43%

Shares5.3K

Event2026-06-30

Filed2026-07-20

FBTC

FIDELITY WISE ORIGIN BITCOIN

-0.07%

Shares4.2K

Event2026-06-30

Filed2026-07-20

POCT

INNOVATOR ETFS TRUST

New

Shares4.6K

Event2026-06-30

Filed2026-07-20

PAAS

PAN AMERN SILVER CORP

0.27%

Shares4.8K

Event2026-06-30

Filed2026-07-20

FTA

FIRST TR EXCHANGE-TRADED ALP

New

Shares2.2K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

FDT

FIRST TR EXCH TRD ALPHDX FD

New

Shares2.2K

Event2026-06-30

Filed2026-07-20

PREF

PRINCIPAL EXCHANGE TRADED FD

-1.06%

Shares11.1K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

2.08%

Shares2.3K

Event2026-06-30

Filed2026-07-20

BANK OF NY MELLON CORP

-26.52%

Shares1.4K

Event2026-06-30

Filed2026-07-20

BSX

BOSTON SCIENTIFIC CORP

0.97%

Shares4.8K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

JPIB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

DTE

DTE ENERGY CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

PROSHARES TR

New

Shares4.3K

Event2026-06-30

Filed2026-07-20

VENTURE GLOBAL INC

21.91%

Shares16.0K

Event2026-06-30

Filed2026-07-20

PDBC

INVESCO ACTVELY MNGD ETC FD

-61.50%

Shares10.2K

Event2026-06-30

Filed2026-07-20

ETHA

ISHARES ETHEREUM TR

-17.16%

Shares13.2K

Event2026-06-30

Filed2026-07-20

PML

PIMCO MUN INCOME FD II

1.59%

Shares12.0K

Event2026-06-30

Filed2026-07-20

BBAI

BIGBEAR AI HLDGS INC

New

Shares18.4K

Event2026-06-30

Filed2026-07-20

SNAP

SNAP INC

New

Shares13.7K

Event2026-06-30

Filed2026-07-20

MAGNACHIP SEMICONDUCTOR CORP

New

Shares11.5K

Event2026-06-30

Filed2026-07-20

ZVIA

ZEVIA PBC

-7.62%

Shares12.1K

Event2026-06-30

Filed2026-07-20

ACHR.WS

ARCHER AVIATION INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available