Sponsored

The Analysis of CALIBER WEALTH MANAGEMENT, LLC / KS's Holdings & P&L

Currently, CALIBER WEALTH MANAGEMENT, LLC / KS holds 300 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in IWF (+202.5K shares, valued at $25.1M), VO (+77.2K shares, valued at $6.2M), VUG (+53.6K shares, valued at $4.6M); decreased their positions in AMD (-4.2K shares, valued at $2.4M), N/A (-5.1K shares, valued at $2.1M), N/A (-24.8K shares, valued at $1.9M); initiated new positions in SCI (+46.1K shares, valued at $3.5M), EQIX (+2.2K shares, valued at $2.3M), N/A (+4.7K shares, valued at $1.9M).

1M P&L

-10.4M-1.45%

3M P&L

+13.4M+1.94%

HY P&L

-52.8M-6.96%

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/A524.9M

72.6%

2Semiconductors14.5M

2.0%

3Internet Content & Information13.7M

1.9%

Top Industries by Stock Count

1N/A150 stocks

57.0%

2Semiconductors6 stocks

2.3%

3Medical Devices4 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR217.1K shares-0.59%2026-06-302026-07-22

AVUS AMERICAN CENTY ETF TR628.8K shares3.86%2026-06-302026-07-22

IJH ISHARES TR455.5K shares4.16%2026-06-302026-07-22

IWF ISHARES TR271.4K shares293.64%2026-06-302026-07-22

ISHARES TR ISHARES TR308.7K shares1.44%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS77.8K shares-2.47%2026-06-302026-07-22

AVDE AMERICAN CENTY ETF TR272.6K shares0.98%2026-06-302026-07-22

VOO VANGUARD INDEX FDS34.3K shares-2.43%2026-06-302026-07-22

Sponsored

IJR ISHARES TR149.2K shares-1.39%2026-06-302026-07-22

AVEM AMERICAN CENTY ETF TR221.6K shares1.72%2026-06-302026-07-22

ISHARES TR ISHARES TR210.0K shares2.93%2026-06-302026-07-22

PULS PGIM ETF TR378.4K shares24.27%2026-06-302026-07-22

QQQ INVESCO QQQ TR24.8K shares-2.47%2026-06-302026-07-22

AVUV AMERICAN CENTY ETF TR120.9K shares3.31%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR78.7K shares-2.43%2026-06-302026-07-22

SLV ISHARES SILVER TR222.8K shares-1.50%2026-06-302026-07-22

Sponsored

WMT WALMART INC91.6K shares-0.93%2026-06-302026-07-22

DFIV DIMENSIONAL ETF TRUST190.5K shares-1.75%2026-06-302026-07-22

GOOG ALPHABET INC27.9K shares-1.16%2026-06-302026-07-22

BROADCOM INC BROADCOM INC23.5K shares21.20%2026-06-302026-07-22

VO VANGUARD INDEX FDS103.9K shares288.99%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10.7K shares-4.71%2026-06-302026-07-22

MSFT MICROSOFT CORP21.1K shares2.10%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO23.8K shares-0.15%2026-06-302026-07-22

Sponsored

AAPL APPLE INC26.7K shares4.65%2026-06-302026-07-22

AVDV AMERICAN CENTY ETF TR68.3K shares3.08%2026-06-302026-07-22

SGOV ISHARES TR68.5K shares11.32%2026-06-302026-07-22

AMZN AMAZON COM INC27.7K shares-1.97%2026-06-302026-07-22

BUFF INNOVATOR ETFS TRUST122.0K shares6.66%2026-06-302026-07-22

IVE ISHARES TR28.0K shares1.85%2026-06-302026-07-22

UMAR INNOVATOR ETFS TRUST138.6K shares0.00%2026-06-302026-07-22

HD HOME DEPOT INC16.3K shares6.85%2026-06-302026-07-22

Sponsored

URI UNITED RENTALS INC4.9K shares-1.78%2026-06-302026-07-22

VUG VANGUARD INDEX FDS63.7K shares530.88%2026-06-302026-07-22

MPC MARATHON PETE CORP20.8K shares0.72%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS104.3K shares-9.67%2026-06-302026-07-22

IEMG ISHARES INC60.2K shares1.79%2026-06-302026-07-22

USMV ISHARES TR50.8K shares-0.01%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON18.9K shares0.14%2026-06-302026-07-22

ADI ANALOG DEVICES INC12.0K shares0.38%2026-06-302026-07-22

Sponsored

NVDA NVIDIA CORPORATION23.6K shares72.17%2026-06-302026-07-22

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION31.9K shares-3.84%2026-06-302026-07-22

NEAR ISHARES U S ETF TR91.5K shares0.44%2026-06-302026-07-22

ETN EATON CORP PLC10.7K shares1.56%2026-06-302026-07-22

VXUS VANGUARD STAR FDS53.2K shares-1.16%2026-06-302026-07-22

GLD SPDR GOLD TR11.9K shares-0.49%2026-06-302026-07-22

CHUBB LIMITED CHUBB LIMITED12.2K shares2.33%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR130.4K shares-2.50%2026-06-302026-07-22

Sponsored

ABBVIE INC ABBVIE INC16.3K shares4.83%2026-06-302026-07-22

UNP UNION PAC CORP15.0K shares2.58%2026-06-302026-07-22

CMI CUMMINS INC5.7K shares3.50%2026-06-302026-07-22

IWD ISHARES TR16.2K shares-2.05%2026-06-302026-07-22

DRI DARDEN RESTAURANTS INC18.9K shares5.10%2026-06-302026-07-22

GOOGL ALPHABET INC10.9K shares-1.25%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC9.3K shares-35.27%2026-06-302026-07-22

APD AIR PRODUCTS AND CHEMICALS I13.2K shares-2.64%2026-06-302026-07-22

Sponsored

MSI MOTOROLA SOLUTIONS INC9.0K shares0.51%2026-06-302026-07-22

DYNF BLACKROCK ETF TRUST54.6K shares10.08%2026-06-302026-07-22

DVN DEVON ENERGY CORP NEW88.9K shares3.61%2026-06-302026-07-22

IUSG ISHARES TR18.9K shares-1.05%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC83.8K shares3.22%2026-06-302026-07-22

SCI SERVICE CORP INTL46.1K sharesnew addition2026-06-302026-07-22

NEXTERA ENERGY INC NEXTERA ENERGY INC38.3K shares2.08%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC5.7K shares-42.37%2026-06-302026-07-22

Sponsored

ETR ENTERGY CORP NEW28.5K shares5.31%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL6.5K shares3.69%2026-06-302026-07-22

VNLA JANUS DETROIT STR TR64.5K shares0.51%2026-06-302026-07-22

IMCG ISHARES TR30.9K shares-0.80%2026-06-302026-07-22

VLUE ISHARES TR15.1K shares0.01%2026-06-302026-07-22

MTUM ISHARES TR8.8K shares-4.50%2026-06-302026-07-22

CME CME GROUP INC13.4K shares2.49%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST33.3K shares75.70%2026-06-302026-07-22

Sponsored

IUSV ISHARES TR25.9K shares-3.90%2026-06-302026-07-22

MUB ISHARES TR26.4K shares-16.05%2026-06-302026-07-22

APH AMPHENOL CORP15.9K shares3.31%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC4.9K shares13.43%2026-06-302026-07-22

GEV GE VERNOVA INC2.3K shares-15.54%2026-06-302026-07-22

VISA INC VISA INC7.5K shares5.64%2026-06-302026-07-22

TJX TJX COS INC NEW16.7K shares3.48%2026-06-302026-07-22

BIV VANGUARD BD INDEX FDS32.8K shares-3.65%2026-06-302026-07-22

Sponsored

HCA HCA HEALTHCARE INC6.4K shares-3.60%2026-06-302026-07-22

LLY ELI LILLY & CO2.0K shares199.26%2026-06-302026-07-22

IVW ISHARES TR17.2K shares13.16%2026-06-302026-07-22

EQIX EQUINIX INC2.2K sharesnew addition2026-06-302026-07-22

ALL ALLSTATE CORP9.8K shares-4.04%2026-06-302026-07-22

IMCV ISHARES TR24.6K shares0.00%2026-06-302026-07-22

WFC WELLS FARGO & CO26.9K shares6.18%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST49.4K shares0.02%2026-06-302026-07-22

Sponsored

FANG DIAMONDBACK ENERGY INC12.2K shares0.83%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 403.0K shares-4.78%2026-06-302026-07-22

TT TRANE TECHNOLOGIES PLC4.3K shares1.76%2026-06-302026-07-22

FIS FIDELITY NATL INFORMATION SV52.2K shares17.22%2026-06-302026-07-22

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V7.2K shares-5.63%2026-06-302026-07-22

VEU VANGUARD INTL EQUITY INDEX F24.0K shares-5.65%2026-06-302026-07-22

IXN ISHARES TR13.8K shares0.00%2026-06-302026-07-22

EW EDWARDS LIFESCIENCES CORP21.9K shares-8.04%2026-06-302026-07-22

Sponsored

CDNS CADENCE DESIGN SYSTEM INC5.2K shares-13.16%2026-06-302026-07-22

IQV IQVIA HLDGS INC10.1K shares-7.74%2026-06-302026-07-22

BUFB INNOVATOR ETFS TRUST49.3K shares-1.04%2026-06-302026-07-22

MAS MASCO CORP23.8K shares-3.24%2026-06-302026-07-22

DEXCOM INC DEXCOM INC28.6K shares6.28%2026-06-302026-07-22

S&P GLOBAL INC S&P GLOBAL INC4.7K sharesnew addition2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC2.6K sharesnew addition2026-06-302026-07-22

CRM SALESFORCE INC12.0K shares18.27%2026-06-302026-07-22

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC55.0K shares13.23%2026-06-302026-07-22

SNPS SYNOPSYS INC4.1K shares2.20%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP12.9K shares-2.49%2026-06-302026-07-22

ITOT ISHARES TR10.7K shares1.22%2026-06-302026-07-22

ESGU ISHARES TR10.7K shares-0.49%2026-06-302026-07-22

IWM ISHARES TR5.8K shares-3.32%2026-06-302026-07-22

DIVO AMPLIFY ETF TR37.8K shares-7.14%2026-06-302026-07-22

SPSM SPDR SERIES TRUST29.6K shares-3.20%2026-06-302026-07-22

Sponsored

ILCV ISHARES TR15.9K shares0.01%2026-06-302026-07-22

CEG CONSTELLATION ENERGY CORP6.4K shares18.34%2026-06-302026-07-22

ESGD ISHARES TR15.3K shares3.37%2026-06-302026-07-22

PH PARKER-HANNIFIN CORP1.6K sharesnew addition2026-06-302026-07-22

CAT CATERPILLAR INC1.4K shares5.76%2026-06-302026-07-22

IWR ISHARES TR13.9K shares-3.20%2026-06-302026-07-22

IYG ISHARES TR16.3K shares0.01%2026-06-302026-07-22

IUSB ISHARES TR30.3K shares61.40%2026-06-302026-07-22

Sponsored

VGSH VANGUARD SCOTTSDALE FDS23.5K sharesnew addition2026-06-302026-07-22

EFG ISHARES TR10.7K shares5.20%2026-06-302026-07-22

THRO BLACKROCK ETF TRUST30.8K shares-4.04%2026-06-302026-07-22

DLN WISDOMTREE TR13.6K shares-18.17%2026-06-302026-07-22

LGLV SPDR SERIES TRUST6.9K shares-1.40%2026-06-302026-07-22

AEM AGNICO EAGLE MINES LTD7.7K shares-1.12%2026-06-302026-07-22

ESML ISHARES TR20.6K shares-2.42%2026-06-302026-07-22

EFV ISHARES TR15.0K shares-19.82%2026-06-302026-07-22

Sponsored

RTX CORPORATION RTX CORPORATION5.9K shares-4.53%2026-06-302026-07-22

BND VANGUARD BD INDEX FDS15.3K shares-19.32%2026-06-302026-07-22

USHY ISHARES TR29.1K shares1.91%2026-06-302026-07-22

QUAL ISHARES TR4.9K shares-25.49%2026-06-302026-07-22

XJH ISHARES TR20.4K shares0.00%2026-06-302026-07-22

VCSH VANGUARD SCOTTSDALE FDS13.3K shares-3.62%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T4.8K shares-1.23%2026-06-302026-07-22

ZJAN INNOVATOR ETFS TRUST36.6K shares0.00%2026-06-302026-07-22

Sponsored

MELI MERCADOLIBRE INC584 shares0.17%2026-06-302026-07-22

SNDK SANDISK CORP432 sharesnew addition2026-06-302026-07-22

CGNX COGNEX CORP13.5K shares-0.01%2026-06-302026-07-22

TSLA TESLA INC2.3K shares-0.79%2026-06-302026-07-22

BAI BLACKROCK ETF TRUST18.1K shares15.31%2026-06-302026-07-22

BAC BANK OF AMER CORP16.7K shares11.29%2026-06-302026-07-22

PKW INVESCO EXCHANGE TRADED FD T6.3K shares0.00%2026-06-302026-07-22

PAUG INNOVATOR ETFS TRUST19.2K shares0.00%2026-06-302026-07-22

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD17.5K shares-17.40%2026-06-302026-07-22

LUV SOUTHWEST AIRLS CO16.4K shares-10.15%2026-06-302026-07-22

LRCX LAM RESEARCH CORP1.9K shares23.08%2026-06-302026-07-22

CPAG RBB FD INC7.8K shares0.00%2026-06-302026-07-22

ZMAR INNOVATOR ETFS TRUST28.0K shares-25.92%2026-06-302026-07-22

BALT INNOVATOR ETFS TRUST23.0K sharesnew addition2026-06-302026-07-22

BOCT INNOVATOR ETFS TRUST14.7K shares0.00%2026-06-302026-07-22

TMUS T-MOBILE US INC4.6K shares16.10%2026-06-302026-07-22

Sponsored

JPST J P MORGAN EXCHANGE TRADED F15.2K shares-2.29%2026-06-302026-07-22

ACWX ISHARES TR10.0K shares33.89%2026-06-302026-07-22

CORO BLACKROCK ETF TRUST20.5K shares23.18%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC6.2K shares-21.46%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS14.4K shares-17.32%2026-06-302026-07-22

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST35.9K sharesnew addition2026-06-302026-07-22

MRVL MARVELL TECHNOLOGY INC2.4K shares-22.28%2026-06-302026-07-22

VGT VANGUARD WORLD FD5.9K shares709.12%2026-06-302026-07-22

Sponsored

IEF ISHARES TR7.3K shares0.27%2026-06-302026-07-22

KRP KIMBELL RTY PARTNERS LP47.1K shares0.04%2026-06-302026-07-22

XLI SELECT SECTOR SPDR TR3.6K shares0.83%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION715 shares-0.56%2026-06-302026-07-22

CAH CARDINAL HEALTH INC2.7K shares-13.04%2026-06-302026-07-22

MEDTRONIC PLC MEDTRONIC PLC8.3K shares-74.98%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS2.7K shares-14.88%2026-06-302026-07-22

OEF ISHARES TR1.7K shares-8.88%2026-06-302026-07-22

Sponsored

MRK MERCK & CO INC4.9K shares-0.24%2026-06-302026-07-22

EYLD CAMBRIA ETF TR13.8K shares-16.54%2026-06-302026-07-22

MOAT VANECK ETF TRUST6.0K shares-20.89%2026-06-302026-07-22

HYMB SPDR SERIES TRUST24.0K shares-15.78%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC522 sharesnew addition2026-06-302026-07-22

BBDC BARINGS BDC INC70.7K shares-12.36%2026-06-302026-07-22

SKYY FIRST TR EXCHANGE-TRADED FD4.4K shares-2.78%2026-06-302026-07-22

DIS DISNEY WALT CO6.1K shares21.04%2026-06-302026-07-22

Sponsored

ESGE ISHARES INC10.6K shares0.07%2026-06-302026-07-22

IAGG ISHARES TR11.3K shares-28.62%2026-06-302026-07-22

EAGG ISHARES TR11.8K shares-5.68%2026-06-302026-07-22

VNQ VANGUARD INDEX FDS5.7K shares-10.56%2026-06-302026-07-22

PEP PEPSICO INC4.0K sharesnew addition2026-06-302026-07-22

MFC MANULIFE FINL CORP13.2K sharesnew addition2026-06-302026-07-22

BLCR BLACKROCK ETF TRUST10.3K shares43.66%2026-06-302026-07-22

XLF SELECT SECTOR SPDR TR9.6K shares-2.24%2026-06-302026-07-22

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL533 sharesnew addition2026-06-302026-07-22

VOT VANGUARD INDEX FDS1.7K shares0.00%2026-06-302026-07-22

BAPR INNOVATOR ETFS TRUST9.3K shares0.00%2026-06-302026-07-22

SPMO INVESCO EXCH TRADED FD TR II3.1K shares-6.89%2026-06-302026-07-22

SDY SPDR SERIES TRUST3.2K shares-1.63%2026-06-302026-07-22

VSGX VANGUARD WORLD FD5.8K shares8.64%2026-06-302026-07-22

KO COCA COLA CO5.8K shares3.91%2026-06-302026-07-22

CBSH COMMERCE BANCSHARES INC8.2K shares0.47%2026-06-302026-07-22

Sponsored

AFL AFLAC INC4.0K shares60.31%2026-06-302026-07-22

BSEP INNOVATOR ETFS TRUST8.9K shares0.00%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED866 shares9.90%2026-06-302026-07-22

EMXC ISHARES INC4.3K shares-27.89%2026-06-302026-07-22

MCD MCDONALDS CORP1.6K shares0.49%2026-06-302026-07-22

GOVT ISHARES TR19.1K shares5.37%2026-06-302026-07-22

COP CONOCOPHILLIPS4.2K shares21.20%2026-06-302026-07-22

CL COLGATE PALMOLIVE CO4.6K shares53.01%2026-06-302026-07-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.5K shares5.63%2026-06-302026-07-22

IGV ISHARES TR4.6K shares46.86%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC409 shares-16.87%2026-06-302026-07-22

VST VISTRA CORP2.6K sharesnew addition2026-06-302026-07-22

DDFO INNOVATOR ETFS TRUST18.4K shares0.00%2026-06-302026-07-22

ANET ARISTA NETWORKS INC2.4K shares12.82%2026-06-302026-07-22

INTC INTEL CORP2.9K sharesnew addition2026-06-302026-07-22

SHLD GLOBAL X FDS6.6K shares61.05%2026-06-302026-07-22

Sponsored

OKE ONEOK INC NEW4.5K shares4.37%2026-06-302026-07-22

FBND FIDELITY MERRIMACK STR TR8.6K shares1.54%2026-06-302026-07-22

IAPR INNOVATOR ETFS TRUST11.7K shares0.00%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F6.4K shares2.80%2026-06-302026-07-22

IOCT INNOVATOR ETFS TRUST10.3K shares0.00%2026-06-302026-07-22

MS MORGAN STANLEY1.8K shares-9.77%2026-06-302026-07-22

IYW ISHARES TR1.5K shares-25.21%2026-06-302026-07-22

VCLT VANGUARD SCOTTSDALE FDS5.0K shares-3.18%2026-06-302026-07-22

Sponsored

NETFLIX INC. NETFLIX INC.5.2K shares20.28%2026-06-302026-07-22

TGT TARGET CORP2.8K shares2.21%2026-06-302026-07-22

SYF SYNCHRONY FINANCIAL4.7K shares43.71%2026-06-302026-07-22

VB VANGUARD INDEX FDS1.2K shares0.34%2026-06-302026-07-22

TLH ISHARES TR3.5K shares-27.52%2026-06-302026-07-22

GLW CORNING INC1.4K sharesnew addition2026-06-302026-07-22

GPN GLOBAL PMTS INC4.7K shares-5.56%2026-06-302026-07-22

EVRG EVERGY INC4.0K shares53.99%2026-06-302026-07-22

Sponsored

ACYN FIRST TR EXCHANGE-TRADED FD16.3K shares0.02%2026-06-302026-07-22

ZOETIS INC ZOETIS INC4.7K sharesnew addition2026-06-302026-07-22

KAPR INNOVATOR ETFS TRUST8.4K shares48.35%2026-06-302026-07-22

EFAV ISHARES TR3.8K shares-0.61%2026-06-302026-07-22

SCHG SCHWAB STRATEGIC TR9.8K shares-0.32%2026-06-302026-07-22

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC2.8K shares5.76%2026-06-302026-07-22

XTEN BONDBLOXX ETF TRUST7.2K shares-21.46%2026-06-302026-07-22

CVX CHEVRON CORPORATION2.0K shares-10.71%2026-06-302026-07-22

Sponsored

BNOV INNOVATOR ETFS TRUST6.7K shares0.00%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS4.5K shares1.06%2026-06-302026-07-22

FTNT FORTINET INC2.1K sharesnew addition2026-06-302026-07-22

HIMU BLACKROCK ETF TRUST II6.3K shares-22.34%2026-06-302026-07-22

NTAP NETAPP INC2.0K shares-22.49%2026-06-302026-07-22

LIN LINDE PLC600 sharesnew addition2026-06-302026-07-22

PNOV INNOVATOR ETFS TRUST7.0K shares0.00%2026-06-302026-07-22

FLO FLOWERS FOODS INC38.6K sharesnew addition2026-06-302026-07-22

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP16.1K shares0.00%2026-06-302026-07-22

BMI BADGER METER INC2.0K sharesnew addition2026-06-302026-07-22

ZJUL INNOVATOR ETFS TRUST9.8K shares40.83%2026-06-302026-07-22

SPYG SPDR SERIES TRUST2.5K shares0.61%2026-06-302026-07-22

IAU ISHARES GOLD TR3.8K shares-8.74%2026-06-302026-07-22

PG PROCTER & GAMBLE CO2.0K shares-7.86%2026-06-302026-07-22

EEMV ISHARES INC3.7K shares0.00%2026-06-302026-07-22

BNDX VANGUARD CHARLOTTE FDS5.8K shares-18.78%2026-06-302026-07-22

Sponsored

TMSL T ROWE PRICE EXCHANGE-TRADED6.3K sharesnew addition2026-06-302026-07-22

AVSD AMERICAN CENTY ETF TR3.4K shares0.00%2026-06-302026-07-22

CSX CSX CORP5.8K sharesnew addition2026-06-302026-07-22

EBAY EBAY INC.2.4K sharesnew addition2026-06-302026-07-22

LQD ISHARES TR2.5K shares-6.95%2026-06-302026-07-22

CEMB ISHARES INC5.9K shares-1.25%2026-06-302026-07-22

CP CANADIAN PACIFIC KANSAS CITY3.1K shares-2.75%2026-06-302026-07-22

SHOP SHOPIFY INC2.3K shares0.17%2026-06-302026-07-22

Sponsored

VYM VANGUARD WHITEHALL FDS1.7K shares16.75%2026-06-302026-07-22

IGSB ISHARES TR5.1K shares-3.18%2026-06-302026-07-22

AHR AMERICAN HEALTHCARE REIT INC5.1K shares-0.82%2026-06-302026-07-22

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST13.6K sharesnew addition2026-06-302026-07-22

CVS CVS HEALTH CORP2.5K shares-31.21%2026-06-302026-07-22

SOUTHERN CO SOUTHERN CO2.7K sharesnew addition2026-06-302026-07-22

IHI ISHARES TR5.2K shares0.00%2026-06-302026-07-22

RWL INVESCO EXCH TRADED FD TR II2.0K shares0.00%2026-06-302026-07-22

Sponsored

ITA ISHARES TR1.1K sharesnew addition2026-06-302026-07-22

DFAS DIMENSIONAL ETF TRUST3.1K shares0.00%2026-06-302026-07-22

STE STERIS PLC1.2K shares-85.15%2026-06-302026-07-22

MBB ISHARES TR2.6K shares6.95%2026-06-302026-07-22

AMGN AMGEN INC671 shares-3.59%2026-06-302026-07-22

ABT ABBOTT LABORATORIES2.6K sharesnew addition2026-06-302026-07-22

ORLY OREILLY AUTOMOTIVE INC2.5K sharesnew addition2026-06-302026-07-22

COF CAPITAL ONE FINL CORP1.1K shares0.17%2026-06-302026-07-22

Sponsored

CASY CASEYS GEN STORES INC285 sharesnew addition2026-06-302026-07-22

GE GE AEROSPACE606 sharesnew addition2026-06-302026-07-22

BLACKROCK ETF TRUST BLACKROCK ETF TRUST8.0K sharesnew addition2026-06-302026-07-22

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC683 sharesnew addition2026-06-302026-07-22

ORACLE CORP ORACLE CORP1.5K shares-57.45%2026-06-302026-07-22

BDX BECTON DICKINSON & CO1.5K sharesnew addition2026-06-302026-07-22

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares-6.92%2026-06-302026-07-22

JMUB J P MORGAN EXCHANGE TRADED F4.3K shares0.14%2026-06-302026-07-22

Sponsored

T AT&T INC10.4K sharesnew addition2026-06-302026-07-22

BSX BOSTON SCIENTIFIC CORP5.0K shares-35.79%2026-06-302026-07-22

DDFS INNOVATOR ETFS TRUST9.8K shares0.00%2026-06-302026-07-22

DUK DUKE ENERGY CORP NEW1.7K shares1.93%2026-06-302026-07-22

SCHB SCHWAB STRATEGIC TR7.3K sharesnew addition2026-06-302026-07-22

IDV ISHARES TR5.0K shares0.46%2026-06-302026-07-22

SCHX SCHWAB STRATEGIC TR7.0K sharesnew addition2026-06-302026-07-22

GM GENERAL MTRS CO2.7K sharesnew addition2026-06-302026-07-22

Sponsored

VIOV VANGUARD ADMIRAL FDS INC1.8K sharesnew addition2026-06-302026-07-22

EL LAUDER ESTEE COS INC2.6K shares-20.43%2026-06-302026-07-22

IBDR ISHARES TR8.5K shares0.20%2026-06-302026-07-22

VRT VERTIV HOLDINGS CO612 sharesnew addition2026-06-302026-07-22

DE DEERE & CO323 sharesnew addition2026-06-302026-07-22

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC850 shares-32.81%2026-06-302026-07-22

SPIB SPDR SERIES TRUST6.1K shares-3.20%2026-06-302026-07-22

CNI CANADIAN NATL RY CO1.7K sharesnew addition2026-06-302026-07-22

Sponsored

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.2K sharesnew addition2026-06-302026-07-22

SCHZ SCHWAB STRATEGIC TR8.7K shares-19.21%2026-06-302026-07-22

PGR PROGRESSIVE CORP919 sharesnew addition2026-06-302026-07-22

RFMZ RIVERNORTH FLEXIBLE MUNI INC12.0K shares0.00%2026-06-302026-07-22

ISHARES TR

-0.59%

Shares217.1K

Event2026-06-30

Filed2026-07-22

AVUS

AMERICAN CENTY ETF TR

3.86%

Shares628.8K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

4.16%

Shares455.5K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

293.64%

Shares271.4K

Event2026-06-30

Filed2026-07-22

ISHARES TR

1.44%

Shares308.7K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-2.47%

Shares77.8K

Event2026-06-30

Filed2026-07-22

AVDE

AMERICAN CENTY ETF TR

0.98%

Shares272.6K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

-2.43%

Shares34.3K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-1.39%

Shares149.2K

Event2026-06-30

Filed2026-07-22

AVEM

AMERICAN CENTY ETF TR

1.72%

Shares221.6K

Event2026-06-30

Filed2026-07-22

ISHARES TR

2.93%

Shares210.0K

Event2026-06-30

Filed2026-07-22

PULS

PGIM ETF TR

24.27%

Shares378.4K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-2.47%

Shares24.8K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

3.31%

Shares120.9K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

-2.43%

Shares78.7K

Event2026-06-30

Filed2026-07-22

SLV

ISHARES SILVER TR

-1.50%

Shares222.8K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

-0.93%

Shares91.6K

Event2026-06-30

Filed2026-07-22

DFIV

DIMENSIONAL ETF TRUST

-1.75%

Shares190.5K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-1.16%

Shares27.9K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

21.20%

Shares23.5K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

288.99%

Shares103.9K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

-4.71%

Shares10.7K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

2.10%

Shares21.1K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-0.15%

Shares23.8K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

4.65%

Shares26.7K

Event2026-06-30

Filed2026-07-22

AVDV

AMERICAN CENTY ETF TR

3.08%

Shares68.3K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

11.32%

Shares68.5K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

-1.97%

Shares27.7K

Event2026-06-30

Filed2026-07-22

BUFF

INNOVATOR ETFS TRUST

6.66%

Shares122.0K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

1.85%

Shares28.0K

Event2026-06-30

Filed2026-07-22

UMAR

INNOVATOR ETFS TRUST

0.00%

Shares138.6K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

6.85%

Shares16.3K

Event2026-06-30

Filed2026-07-22

URI

UNITED RENTALS INC

-1.78%

Shares4.9K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

530.88%

Shares63.7K

Event2026-06-30

Filed2026-07-22

MPC

MARATHON PETE CORP

0.72%

Shares20.8K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

-9.67%

Shares104.3K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

1.79%

Shares60.2K

Event2026-06-30

Filed2026-07-22

USMV

ISHARES TR

-0.01%

Shares50.8K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

0.14%

Shares18.9K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

0.38%

Shares12.0K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

72.17%

Shares23.6K

Event2026-06-30

Filed2026-07-22

JOHNSON CONTROLS INTERNATION

-3.84%

Shares31.9K

Event2026-06-30

Filed2026-07-22

NEAR

ISHARES U S ETF TR

0.44%

Shares91.5K

Event2026-06-30

Filed2026-07-22

ETN

EATON CORP PLC

1.56%

Shares10.7K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

-1.16%

Shares53.2K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

-0.49%

Shares11.9K

Event2026-06-30

Filed2026-07-22

CHUBB LIMITED

2.33%

Shares12.2K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

-2.50%

Shares130.4K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

4.83%

Shares16.3K

Event2026-06-30

Filed2026-07-22

UNP

UNION PAC CORP

2.58%

Shares15.0K

Event2026-06-30

Filed2026-07-22

CMI

CUMMINS INC

3.50%

Shares5.7K

Event2026-06-30

Filed2026-07-22

IWD

ISHARES TR

-2.05%

Shares16.2K

Event2026-06-30

Filed2026-07-22

DRI

DARDEN RESTAURANTS INC

5.10%

Shares18.9K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-1.25%

Shares10.9K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

-35.27%

Shares9.3K

Event2026-06-30

Filed2026-07-22

APD

AIR PRODUCTS AND CHEMICALS I

-2.64%

Shares13.2K

Event2026-06-30

Filed2026-07-22

MSI

MOTOROLA SOLUTIONS INC

0.51%

Shares9.0K

Event2026-06-30

Filed2026-07-22

DYNF

BLACKROCK ETF TRUST

10.08%

Shares54.6K

Event2026-06-30

Filed2026-07-22

DVN

DEVON ENERGY CORP NEW

3.61%

Shares88.9K

Event2026-06-30

Filed2026-07-22

IUSG

ISHARES TR

-1.05%

Shares18.9K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

3.22%

Shares83.8K

Event2026-06-30

Filed2026-07-22

SCI

SERVICE CORP INTL

New

Shares46.1K

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

2.08%

Shares38.3K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

-42.37%

Shares5.7K

Event2026-06-30

Filed2026-07-22

ETR

ENTERGY CORP NEW

5.31%

Shares28.5K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.69%

Shares6.5K

Event2026-06-30

Filed2026-07-22

VNLA

JANUS DETROIT STR TR

0.51%

Shares64.5K

Event2026-06-30

Filed2026-07-22

IMCG

ISHARES TR

-0.80%

Shares30.9K

Event2026-06-30

Filed2026-07-22

VLUE

ISHARES TR

0.01%

Shares15.1K

Event2026-06-30

Filed2026-07-22

MTUM

ISHARES TR

-4.50%

Shares8.8K

Event2026-06-30

Filed2026-07-22

CME

CME GROUP INC

2.49%

Shares13.4K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

75.70%

Shares33.3K

Event2026-06-30

Filed2026-07-22

IUSV

ISHARES TR

-3.90%

Shares25.9K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

-16.05%

Shares26.4K

Event2026-06-30

Filed2026-07-22

APH

AMPHENOL CORP

3.31%

Shares15.9K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

13.43%

Shares4.9K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

-15.54%

Shares2.3K

Event2026-06-30

Filed2026-07-22

VISA INC

5.64%

Shares7.5K

Event2026-06-30

Filed2026-07-22

TJX

TJX COS INC NEW

3.48%

Shares16.7K

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD BD INDEX FDS

-3.65%

Shares32.8K

Event2026-06-30

Filed2026-07-22

HCA

HCA HEALTHCARE INC

-3.60%

Shares6.4K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

199.26%

Shares2.0K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

13.16%

Shares17.2K

Event2026-06-30

Filed2026-07-22

EQIX

EQUINIX INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-22

ALL

ALLSTATE CORP

-4.04%

Shares9.8K

Event2026-06-30

Filed2026-07-22

IMCV

ISHARES TR

0.00%

Shares24.6K

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO & CO

6.18%

Shares26.9K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

0.02%

Shares49.4K

Event2026-06-30

Filed2026-07-22

FANG

DIAMONDBACK ENERGY INC

0.83%

Shares12.2K

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

-4.78%

Shares3.0K

Event2026-06-30

Filed2026-07-22

TRANE TECHNOLOGIES PLC

1.76%

Shares4.3K

Event2026-06-30

Filed2026-07-22

FIS

FIDELITY NATL INFORMATION SV

17.22%

Shares52.2K

Event2026-06-30

Filed2026-07-22

NXP SEMICONDUCTORS N V

-5.63%

Shares7.2K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

-5.65%

Shares24.0K

Event2026-06-30

Filed2026-07-22

IXN

ISHARES TR

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-22

EDWARDS LIFESCIENCES CORP

-8.04%

Shares21.9K

Event2026-06-30

Filed2026-07-22

CDNS

CADENCE DESIGN SYSTEM INC

-13.16%

Shares5.2K

Event2026-06-30

Filed2026-07-22

IQV

IQVIA HLDGS INC

-7.74%

Shares10.1K

Event2026-06-30

Filed2026-07-22

BUFB

INNOVATOR ETFS TRUST

-1.04%

Shares49.3K

Event2026-06-30

Filed2026-07-22

MAS

MASCO CORP

-3.24%

Shares23.8K

Event2026-06-30

Filed2026-07-22

DEXCOM INC

6.28%

Shares28.6K

Event2026-06-30

Filed2026-07-22

S&P GLOBAL INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-22

CRM

SALESFORCE INC

18.27%

Shares12.0K

Event2026-06-30

Filed2026-07-22

CMG

CHIPOTLE MEXICAN GRILL INC

13.23%

Shares55.0K

Event2026-06-30

Filed2026-07-22

SNPS

SYNOPSYS INC

2.20%

Shares4.1K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

-2.49%

Shares12.9K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

1.22%

Shares10.7K

Event2026-06-30

Filed2026-07-22

ESGU

ISHARES TR

-0.49%

Shares10.7K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

-3.32%

Shares5.8K

Event2026-06-30

Filed2026-07-22

DIVO

AMPLIFY ETF TR

-7.14%

Shares37.8K

Event2026-06-30

Filed2026-07-22

SPSM

SPDR SERIES TRUST

-3.20%

Shares29.6K

Event2026-06-30

Filed2026-07-22

ILCV

ISHARES TR

0.01%

Shares15.9K

Event2026-06-30

Filed2026-07-22

CEG

CONSTELLATION ENERGY CORP

18.34%

Shares6.4K

Event2026-06-30

Filed2026-07-22

ESGD

ISHARES TR

3.37%

Shares15.3K

Event2026-06-30

Filed2026-07-22

PARKER-HANNIFIN CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

5.76%

Shares1.4K

Event2026-06-30

Filed2026-07-22

IWR

ISHARES TR

-3.20%

Shares13.9K

Event2026-06-30

Filed2026-07-22

IYG

ISHARES TR

0.01%

Shares16.3K

Event2026-06-30

Filed2026-07-22

IUSB

ISHARES TR

61.40%

Shares30.3K

Event2026-06-30

Filed2026-07-22

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares23.5K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

5.20%

Shares10.7K

Event2026-06-30

Filed2026-07-22

THRO

BLACKROCK ETF TRUST

-4.04%

Shares30.8K

Event2026-06-30

Filed2026-07-22

DLN

WISDOMTREE TR

-18.17%

Shares13.6K

Event2026-06-30

Filed2026-07-22

LGLV

SPDR SERIES TRUST

-1.40%

Shares6.9K

Event2026-06-30

Filed2026-07-22

AEM

AGNICO EAGLE MINES LTD

-1.12%

Shares7.7K

Event2026-06-30

Filed2026-07-22

ESML

ISHARES TR

-2.42%

Shares20.6K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

-19.82%

Shares15.0K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

-4.53%

Shares5.9K

Event2026-06-30

Filed2026-07-22

BND

VANGUARD BD INDEX FDS

-19.32%

Shares15.3K

Event2026-06-30

Filed2026-07-22

USHY

ISHARES TR

1.91%

Shares29.1K

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES TR

-25.49%

Shares4.9K

Event2026-06-30

Filed2026-07-22

XJH

ISHARES TR

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-22

VCSH

VANGUARD SCOTTSDALE FDS

-3.62%

Shares13.3K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

-1.23%

Shares4.8K

Event2026-06-30

Filed2026-07-22

ZJAN

INNOVATOR ETFS TRUST

0.00%

Shares36.6K

Event2026-06-30

Filed2026-07-22

MELI

MERCADOLIBRE INC

0.17%

Shares584

Event2026-06-30

Filed2026-07-22

SNDK

SANDISK CORP

New

Shares432

Event2026-06-30

Filed2026-07-22

CGNX

COGNEX CORP

-0.01%

Shares13.5K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-0.79%

Shares2.3K

Event2026-06-30

Filed2026-07-22

BAI

BLACKROCK ETF TRUST

15.31%

Shares18.1K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

11.29%

Shares16.7K

Event2026-06-30

Filed2026-07-22

PKW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-22

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-22

FVD

FIRST TR EXCHANGE-TRADED FD

-17.40%

Shares17.5K

Event2026-06-30

Filed2026-07-22

LUV

SOUTHWEST AIRLS CO

-10.15%

Shares16.4K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

23.08%

Shares1.9K

Event2026-06-30

Filed2026-07-22

CPAG

RBB FD INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-22

ZMAR

INNOVATOR ETFS TRUST

-25.92%

Shares28.0K

Event2026-06-30

Filed2026-07-22

BALT

INNOVATOR ETFS TRUST

New

Shares23.0K

Event2026-06-30

Filed2026-07-22

BOCT

INNOVATOR ETFS TRUST

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-22

TMUS

T-MOBILE US INC

16.10%

Shares4.6K

Event2026-06-30

Filed2026-07-22

JPST

J P MORGAN EXCHANGE TRADED F

-2.29%

Shares15.2K

Event2026-06-30

Filed2026-07-22

ACWX

ISHARES TR

33.89%

Shares10.0K

Event2026-06-30

Filed2026-07-22

CORO

BLACKROCK ETF TRUST

23.18%

Shares20.5K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

-21.46%

Shares6.2K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

-17.32%

Shares14.4K

Event2026-06-30

Filed2026-07-22

INNOVATOR ETFS TRUST

New

Shares35.9K

Event2026-06-30

Filed2026-07-22

MRVL

MARVELL TECHNOLOGY INC

-22.28%

Shares2.4K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

709.12%

Shares5.9K

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

0.27%

Shares7.3K

Event2026-06-30

Filed2026-07-22

KRP

KIMBELL RTY PARTNERS LP

0.04%

Shares47.1K

Event2026-06-30

Filed2026-07-22

XLI

SELECT SECTOR SPDR TR

0.83%

Shares3.6K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

-0.56%

Shares715

Event2026-06-30

Filed2026-07-22

CAH

CARDINAL HEALTH INC

-13.04%

Shares2.7K

Event2026-06-30

Filed2026-07-22

MEDTRONIC PLC

-74.98%

Shares8.3K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

-14.88%

Shares2.7K

Event2026-06-30

Filed2026-07-22

OEF

ISHARES TR

-8.88%

Shares1.7K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

-0.24%

Shares4.9K

Event2026-06-30

Filed2026-07-22

EYLD

CAMBRIA ETF TR

-16.54%

Shares13.8K

Event2026-06-30

Filed2026-07-22

MOAT

VANECK ETF TRUST

-20.89%

Shares6.0K

Event2026-06-30

Filed2026-07-22

HYMB

SPDR SERIES TRUST

-15.78%

Shares24.0K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

New

Shares522

Event2026-06-30

Filed2026-07-22

BBDC

BARINGS BDC INC

-12.36%

Shares70.7K

Event2026-06-30

Filed2026-07-22

SKYY

FIRST TR EXCHANGE-TRADED FD

-2.78%

Shares4.4K

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

21.04%

Shares6.1K

Event2026-06-30

Filed2026-07-22

ESGE

ISHARES INC

0.07%

Shares10.6K

Event2026-06-30

Filed2026-07-22

IAGG

ISHARES TR

-28.62%

Shares11.3K

Event2026-06-30

Filed2026-07-22

EAGG

ISHARES TR

-5.68%

Shares11.8K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

-10.56%

Shares5.7K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-22

MFC

MANULIFE FINL CORP

New

Shares13.2K

Event2026-06-30

Filed2026-07-22

BLCR

BLACKROCK ETF TRUST

43.66%

Shares10.3K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

-2.24%

Shares9.6K

Event2026-06-30

Filed2026-07-22

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares533

Event2026-06-30

Filed2026-07-22

VOT

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

BAPR

INNOVATOR ETFS TRUST

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-22

SPMO

INVESCO EXCH TRADED FD TR II

-6.89%

Shares3.1K

Event2026-06-30

Filed2026-07-22

SDY

SPDR SERIES TRUST

-1.63%

Shares3.2K

Event2026-06-30

Filed2026-07-22

VSGX

VANGUARD WORLD FD

8.64%

Shares5.8K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

3.91%

Shares5.8K

Event2026-06-30

Filed2026-07-22

CBSH

COMMERCE BANCSHARES INC

0.47%

Shares8.2K

Event2026-06-30

Filed2026-07-22

AFL

AFLAC INC

60.31%

Shares4.0K

Event2026-06-30

Filed2026-07-22

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

9.90%

Shares866

Event2026-06-30

Filed2026-07-22

EMXC

ISHARES INC

-27.89%

Shares4.3K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

0.49%

Shares1.6K

Event2026-06-30

Filed2026-07-22

GOVT

ISHARES TR

5.37%

Shares19.1K

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

21.20%

Shares4.2K

Event2026-06-30

Filed2026-07-22

COLGATE PALMOLIVE CO

53.01%

Shares4.6K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

5.63%

Shares1.5K

Event2026-06-30

Filed2026-07-22

IGV

ISHARES TR

46.86%

Shares4.6K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

-16.87%

Shares409

Event2026-06-30

Filed2026-07-22

VST

VISTRA CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-22

DDFO

INNOVATOR ETFS TRUST

0.00%

Shares18.4K

Event2026-06-30

Filed2026-07-22

ANET

ARISTA NETWORKS INC

12.82%

Shares2.4K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-22

SHLD

GLOBAL X FDS

61.05%

Shares6.6K

Event2026-06-30

Filed2026-07-22

OKE

ONEOK INC NEW

4.37%

Shares4.5K

Event2026-06-30

Filed2026-07-22

FBND

FIDELITY MERRIMACK STR TR

1.54%

Shares8.6K

Event2026-06-30

Filed2026-07-22

IAPR

INNOVATOR ETFS TRUST

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

2.80%

Shares6.4K

Event2026-06-30

Filed2026-07-22

IOCT

INNOVATOR ETFS TRUST

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

-9.77%

Shares1.8K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

-25.21%

Shares1.5K

Event2026-06-30

Filed2026-07-22

VCLT

VANGUARD SCOTTSDALE FDS

-3.18%

Shares5.0K

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

20.28%

Shares5.2K

Event2026-06-30

Filed2026-07-22

TGT

TARGET CORP

2.21%

Shares2.8K

Event2026-06-30

Filed2026-07-22

SYF

SYNCHRONY FINANCIAL

43.71%

Shares4.7K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-22

TLH

ISHARES TR

-27.52%

Shares3.5K

Event2026-06-30

Filed2026-07-22

GLW

CORNING INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

GPN

GLOBAL PMTS INC

-5.56%

Shares4.7K

Event2026-06-30

Filed2026-07-22

EVRG

EVERGY INC

53.99%

Shares4.0K

Event2026-06-30

Filed2026-07-22

ACYN

FIRST TR EXCHANGE-TRADED FD

0.02%

Shares16.3K

Event2026-06-30

Filed2026-07-22

ZOETIS INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-22

KAPR

INNOVATOR ETFS TRUST

48.35%

Shares8.4K

Event2026-06-30

Filed2026-07-22

EFAV

ISHARES TR

-0.61%

Shares3.8K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

-0.32%

Shares9.8K

Event2026-06-30

Filed2026-07-22

AKAMAI TECHNOLOGIES INC

5.76%

Shares2.8K

Event2026-06-30

Filed2026-07-22

XTEN

BONDBLOXX ETF TRUST

-21.46%

Shares7.2K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

-10.71%

Shares2.0K

Event2026-06-30

Filed2026-07-22

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

1.06%

Shares4.5K

Event2026-06-30

Filed2026-07-22

FTNT

FORTINET INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-22

HIMU

BLACKROCK ETF TRUST II

-22.34%

Shares6.3K

Event2026-06-30

Filed2026-07-22

NTAP

NETAPP INC

-22.49%

Shares2.0K

Event2026-06-30

Filed2026-07-22

LIN

LINDE PLC

New

Shares600

Event2026-06-30

Filed2026-07-22

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-22

FLO

FLOWERS FOODS INC

New

Shares38.6K

Event2026-06-30

Filed2026-07-22

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-22

BMI

BADGER METER INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-22

ZJUL

INNOVATOR ETFS TRUST

40.83%

Shares9.8K

Event2026-06-30

Filed2026-07-22

SPYG

SPDR SERIES TRUST

0.61%

Shares2.5K

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD TR

-8.74%

Shares3.8K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

-7.86%

Shares2.0K

Event2026-06-30

Filed2026-07-22

EEMV

ISHARES INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-22

BNDX

VANGUARD CHARLOTTE FDS

-18.78%

Shares5.8K

Event2026-06-30

Filed2026-07-22

TMSL

T ROWE PRICE EXCHANGE-TRADED

New

Shares6.3K

Event2026-06-30

Filed2026-07-22

AVSD

AMERICAN CENTY ETF TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

New

Shares5.8K

Event2026-06-30

Filed2026-07-22

EBAY

EBAY INC.

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

LQD

ISHARES TR

-6.95%

Shares2.5K

Event2026-06-30

Filed2026-07-22

CEMB

ISHARES INC

-1.25%

Shares5.9K

Event2026-06-30

Filed2026-07-22

CANADIAN PACIFIC KANSAS CITY

-2.75%

Shares3.1K

Event2026-06-30

Filed2026-07-22

SHOP

SHOPIFY INC

0.17%

Shares2.3K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

16.75%

Shares1.7K

Event2026-06-30

Filed2026-07-22

IGSB

ISHARES TR

-3.18%

Shares5.1K

Event2026-06-30

Filed2026-07-22

AHR

AMERICAN HEALTHCARE REIT INC

-0.82%

Shares5.1K

Event2026-06-30

Filed2026-07-22

INNOVATOR ETFS TRUST

New

Shares13.6K

Event2026-06-30

Filed2026-07-22

CVS

CVS HEALTH CORP

-31.21%

Shares2.5K

Event2026-06-30

Filed2026-07-22

SOUTHERN CO

New

Shares2.7K

Event2026-06-30

Filed2026-07-22

IHI

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-22

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

ITA

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-22

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-22

STE

STERIS PLC

-85.15%

Shares1.2K

Event2026-06-30

Filed2026-07-22

MBB

ISHARES TR

6.95%

Shares2.6K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

-3.59%

Shares671

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABORATORIES

New

Shares2.6K

Event2026-06-30

Filed2026-07-22

ORLY

OREILLY AUTOMOTIVE INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-22

COF

CAPITAL ONE FINL CORP

0.17%

Shares1.1K

Event2026-06-30

Filed2026-07-22

CASY

CASEYS GEN STORES INC

New

Shares285

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

New

Shares606

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST

New

Shares8.0K

Event2026-06-30

Filed2026-07-22

TRAVELERS COMPANIES INC

New

Shares683

Event2026-06-30

Filed2026-07-22

ORACLE CORP

-57.45%

Shares1.5K

Event2026-06-30

Filed2026-07-22

BDX

BECTON DICKINSON & CO

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

PEG

PUBLIC SVC ENTERPRISE GROUP

-6.92%

Shares2.7K

Event2026-06-30

Filed2026-07-22

JMUB

J P MORGAN EXCHANGE TRADED F

0.14%

Shares4.3K

Event2026-06-30

Filed2026-07-22

AT&T INC

New

Shares10.4K

Event2026-06-30

Filed2026-07-22

BSX

BOSTON SCIENTIFIC CORP

-35.79%

Shares5.0K

Event2026-06-30

Filed2026-07-22

DDFS

INNOVATOR ETFS TRUST

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-22

DUK

DUKE ENERGY CORP NEW

1.93%

Shares1.7K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

New

Shares7.3K

Event2026-06-30

Filed2026-07-22

IDV

ISHARES TR

0.46%

Shares5.0K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB STRATEGIC TR

New

Shares7.0K

Event2026-06-30

Filed2026-07-22

GENERAL MTRS CO

New

Shares2.7K

Event2026-06-30

Filed2026-07-22

VIOV

VANGUARD ADMIRAL FDS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-22

LAUDER ESTEE COS INC

-20.43%

Shares2.6K

Event2026-06-30

Filed2026-07-22

IBDR

ISHARES TR

0.20%

Shares8.5K

Event2026-06-30

Filed2026-07-22

VRT

VERTIV HOLDINGS CO

New

Shares612

Event2026-06-30

Filed2026-07-22

DEERE & CO

New

Shares323

Event2026-06-30

Filed2026-07-22

JAZZ PHARMACEUTICALS PLC

-32.81%

Shares850

Event2026-06-30

Filed2026-07-22

SPIB

SPDR SERIES TRUST

-3.20%

Shares6.1K

Event2026-06-30

Filed2026-07-22

CNI

CANADIAN NATL RY CO

New

Shares1.7K

Event2026-06-30

Filed2026-07-22

FREEPORT MCMORAN INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-22

SCHZ

SCHWAB STRATEGIC TR

-19.21%

Shares8.7K

Event2026-06-30

Filed2026-07-22

PGR

PROGRESSIVE CORP

New

Shares919

Event2026-06-30

Filed2026-07-22

RFMZ

RIVERNORTH FLEXIBLE MUNI INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available