Sponsored
The Analysis of Cedar Mountain Advisors, LLC's Holdings & P&L
Currently, Cedar Mountain Advisors, LLC holds 1175 types of securities in its portfolio with a total value $580.7M. In the most recent quarter, they have increased their positions in IWF (+578.6K shares, valued at $71.8M), IXUS (+16.8K shares, valued at $1.6M), VUG (+18.5K shares, valued at $1.6M); decreased their positions in MSFT (-1.5K shares, valued at $576.7K), IWM (-1.5K shares, valued at $438.7K), LVHI (-2.6K shares, valued at $104.6K); initiated new positions in JFLX (+20.4K shares, valued at $1.0M), PVAL (+14.2K shares, valued at $721.8K), FBCG (+8.8K shares, valued at $548.6K).
1M P&L
+7.4M+1.33%
3M P&L
-254.7M-31.26%
HY P&L
-246.3M-30.55%
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/A530.1M
94.0%
2Software - Application4.1M
0.7%
3Railroads3.4M
0.6%
Top Industries by Stock Count
1N/A134 stocks
12.7%
2Banks - Regional55 stocks
5.2%
3Biotechnology30 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF632.9K shares0.25%2026-06-302026-07-02
Sponsored
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF330.0K shares-0.77%2026-06-302026-07-02
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF240.3K shares0.29%2026-06-302026-07-02
Sponsored
ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF73.9K shares0.36%2026-06-302026-07-02
Sponsored
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Sponsored
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COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM392 shares0.00%2026-06-302026-07-02
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JAZZ PHARMACEUTICALS PLC SHS USD JAZZ PHARMACEUTICALS PLC SHS USD115 shares0.00%2026-06-302026-07-02
Sponsored
Sponsored
ALLISON TRANSMISSION HLDGS INC COM ALLISON TRANSMISSION HLDGS INC COM231 shares0.00%2026-06-302026-07-02
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IWD
0.03%ISHARES RUSSELL 1000 VALUE ETF
Shares395.3K
Event2026-06-30
Filed2026-07-02
IWF
300.30%ISHARES RUSSELL 1000 GROWTH ETF
Shares771.3K
Event2026-06-30
Filed2026-07-02
IWS
0.45%ISHARES RUSSELL MID-CAP VALUE ETF
Shares252.7K
Event2026-06-30
Filed2026-07-02
IWP
1.06%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares276.2K
Event2026-06-30
Filed2026-07-02
IJR
0.07%ISHARES CORE S&P SMALL CAP ETF
Shares223.3K
Event2026-06-30
Filed2026-07-02
QQQ
0.07%INVESCO QQQ TRUST SERIES I
Shares40.0K
Event2026-06-30
Filed2026-07-02
VFH
0.91%VANGUARD FINANCIALS ETF
Shares146.6K
Event2026-06-30
Filed2026-07-02
SPSB
0.25%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares632.9K
Event2026-06-30
Filed2026-07-02
VHT
0.62%VANGUARD HEALTH CARE ETF
Shares52.2K
Event2026-06-30
Filed2026-07-02
SCHZ
0.15%SCHWAB US AGGREGATE BOND ETF
Shares641.4K
Event2026-06-30
Filed2026-07-02
VYMI
1.56%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares140.8K
Event2026-06-30
Filed2026-07-02
LVHI
-0.77%FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
Shares330.0K
Event2026-06-30
Filed2026-07-02
SPHQ
0.39%INVESCO S&P 500 QUALITY ETF
Shares141.8K
Event2026-06-30
Filed2026-07-02
ILTB
0.48%ISHARES CORE 10 YEAR USD BOND ETF
Shares245.1K
Event2026-06-30
Filed2026-07-02
PULS
1.76%PGIM ULTRA SHORT BOND ETF
Shares151.1K
Event2026-06-30
Filed2026-07-02
FLRN
0.29%STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
Shares240.3K
Event2026-06-30
Filed2026-07-02
ISHARES CORE U.S. AGGREGATE BOND ETF
0.36%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares73.9K
Event2026-06-30
Filed2026-07-02
VWO
0.24%VANGUARD FTSE EMERGING MARKETS ETF
Shares114.3K
Event2026-06-30
Filed2026-07-02
BINC
2.08%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares129.0K
Event2026-06-30
Filed2026-07-02
EFA
1.71%ISHARES MSCI EAFE ETF
Shares64.8K
Event2026-06-30
Filed2026-07-02
DIVB
0.40%ISHARES CORE DIVIDEND ETF
Shares104.4K
Event2026-06-30
Filed2026-07-02
JPIB
2.52%JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND
Shares108.1K
Event2026-06-30
Filed2026-07-02
JBND
34.32%JPMORGAN ACTIVE BOND ETF
Shares81.6K
Event2026-06-30
Filed2026-07-02
ADP
-0.16%AUTOMATIC DATA PROCESSING INC COM
Shares16.9K
Event2026-06-30
Filed2026-07-02
VANGUARD TOTAL STOCK MARKET ETF
0.01%VANGUARD TOTAL STOCK MARKET ETF
Shares8.8K
Event2026-06-30
Filed2026-07-02
AAPL
3.26%APPLE INC COM
Shares10.5K
Event2026-06-30
Filed2026-07-02
CSX
0.00%CSX CORP COM
Shares63.4K
Event2026-06-30
Filed2026-07-02
XLP
1.13%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares36.2K
Event2026-06-30
Filed2026-07-02
MINT
1.17%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares22.0K
Event2026-06-30
Filed2026-07-02
JIRE
454.19%JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
Shares23.1K
Event2026-06-30
Filed2026-07-02
VUG
618.13%VANGUARD GROWTH ETF
Shares21.5K
Event2026-06-30
Filed2026-07-02
IXUS
6234.81%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares17.1K
Event2026-06-30
Filed2026-07-02
TSLA
3.57%TESLA INC COM
Shares3.5K
Event2026-06-30
Filed2026-07-02
VTV
0.00%VANGUARD VALUE ETF
Shares5.6K
Event2026-06-30
Filed2026-07-02
APPLIED MATLS INC COM
-2.44%APPLIED MATLS INC COM
Shares1.6K
Event2026-06-30
Filed2026-07-02
MSFT
-35.91%MICROSOFT CORP COM
Shares2.8K
Event2026-06-30
Filed2026-07-02
JFLX
NewJPMORGAN FLEXIBLE DEBT ETF
Shares20.4K
Event2026-06-30
Filed2026-07-02
BRK.B
2.93%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares2.0K
Event2026-06-30
Filed2026-07-02
NVDA
2.59%NVIDIA CORPORATION COM
Shares4.5K
Event2026-06-30
Filed2026-07-02
BND
0.00%VANGUARD TOTAL BOND MARKET ETF
Shares10.8K
Event2026-06-30
Filed2026-07-02
VTEB
0.00%VANGUARD TAX-EXEMPT BOND ETF
Shares15.5K
Event2026-06-30
Filed2026-07-02
IWM
-35.98%ISHARES RUSSELL 2000 ETF
Shares2.6K
Event2026-06-30
Filed2026-07-02
BR
0.07%BROADRIDGE FINL SOLUTIONS INC COM
Shares5.4K
Event2026-06-30
Filed2026-07-02
PVAL
NewPUTNAM FOCUSED LARGE CAP VALUE ETF
Shares14.2K
Event2026-06-30
Filed2026-07-02
NKE
-1.45%NIKE INC CL B
Shares15.8K
Event2026-06-30
Filed2026-07-02
JPLD
1189.91%JPMORGAN LIMITED DURATION BOND ETF
Shares12.3K
Event2026-06-30
Filed2026-07-02
TGT
0.34%TARGET CORP COM
Shares4.7K
Event2026-06-30
Filed2026-07-02
HENNESSY SUSTAINABLE ETF
0.00%HENNESSY SUSTAINABLE ETF
Shares15.2K
Event2026-06-30
Filed2026-07-02
FBCG
NewFIDELITY BLUE CHIP GROWTH ETF
Shares8.8K
Event2026-06-30
Filed2026-07-02
BK
0.00%BANK OF NY MELLON CORP COM
Shares3.2K
Event2026-06-30
Filed2026-07-02
VXF
0.22%VANGUARD EXTENDED MARKET ETF
Shares1.9K
Event2026-06-30
Filed2026-07-02
EXXON MOBIL CORP COM
10.08%EXXON MOBIL CORP COM
Shares3.3K
Event2026-06-30
Filed2026-07-02
VTIP
0.00%VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Shares8.3K
Event2026-06-30
Filed2026-07-02
AMZN
4.02%AMAZON COM INC COM
Shares1.6K
Event2026-06-30
Filed2026-07-02
IWN
375.34%ISHARES RUSSELL 2000 VALUE ETF
Shares1.8K
Event2026-06-30
Filed2026-07-02
INTC
-12.65%INTEL CORP COM
Shares2.8K
Event2026-06-30
Filed2026-07-02
COSTCO WHOLESALE CORPORATION COM
0.00%COSTCO WHOLESALE CORPORATION COM
Shares392
Event2026-06-30
Filed2026-07-02
MCD
-9.02%MCDONALDS CORP COM
Shares1.3K
Event2026-06-30
Filed2026-07-02
SBUX
0.46%STARBUCKS CORP COM
Shares3.3K
Event2026-06-30
Filed2026-07-02
SOUTHERN CO COM
123.80%SOUTHERN CO COM
Shares3.5K
Event2026-06-30
Filed2026-07-02
IWO
371.84%ISHARES RUSSELL 2000 GROWTH ETF
Shares821
Event2026-06-30
Filed2026-07-02
STATE STREET SPDR S&P 500 ETF
99.01%STATE STREET SPDR S&P 500 ETF
Shares404
Event2026-06-30
Filed2026-07-02
QQQM
0.00%INVESCO NASDAQ 100 ETF
Shares969
Event2026-06-30
Filed2026-07-02
META PLATFORMS INC CL A
42.50%META PLATFORMS INC CL A
Shares456
Event2026-06-30
Filed2026-07-02
UNP
0.00%UNION PAC CORP COM
Shares911
Event2026-06-30
Filed2026-07-02
SR
0.87%SPIRE INC COM
Shares3.0K
Event2026-06-30
Filed2026-07-02
ISHARES CORE S&P 500 ETF
12.64%ISHARES CORE S&P 500 ETF
Shares303
Event2026-06-30
Filed2026-07-02
HD
0.00%HOME DEPOT INC COM
Shares640
Event2026-06-30
Filed2026-07-02
BA
24.24%BOEING CO COM
Shares1.0K
Event2026-06-30
Filed2026-07-02
GOOGL
-1.12%ALPHABET INC CAP STK CL A
Shares616
Event2026-06-30
Filed2026-07-02
PG
0.67%PROCTER & GAMBLE CO COM
Shares1.5K
Event2026-06-30
Filed2026-07-02
CHD
0.00%CHURCH & DWIGHT CO INC COM
Shares2.2K
Event2026-06-30
Filed2026-07-02
WMT
0.06%WALMART INC COM
Shares1.8K
Event2026-06-30
Filed2026-07-02
ACI
0.00%ALBERTSONS COMPANIES INC COMMON STOCK
Shares14.9K
Event2026-06-30
Filed2026-07-02
HELO
0.00%JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Shares3.0K
Event2026-06-30
Filed2026-07-02
LUMENTUM HLDGS INC COM
0.00%LUMENTUM HLDGS INC COM
Shares229
Event2026-06-30
Filed2026-07-02
T
27.59%AT&T INC COM
Shares9.2K
Event2026-06-30
Filed2026-07-02
NWN
-6.17%NORTHWEST NAT HLDG CO COM
Shares3.6K
Event2026-06-30
Filed2026-07-02
MS
540.00%MORGAN STANLEY COM NEW
Shares832
Event2026-06-30
Filed2026-07-02
CISCO SYS INC COM
68.07%CISCO SYS INC COM
Shares1.5K
Event2026-06-30
Filed2026-07-02
BROADCOM INC COM
0.93%BROADCOM INC COM
Shares434
Event2026-06-30
Filed2026-07-02
GLD
0.00%SPDR GOLD SHARES
Shares442
Event2026-06-30
Filed2026-07-02
ABBVIE INC COM
62.79%ABBVIE INC COM
Shares630
Event2026-06-30
Filed2026-07-02
GOOG
5.46%ALPHABET INC CAP STK CL C
Shares444
Event2026-06-30
Filed2026-07-02
MRK
32.35%MERCK & CO INC COM
Shares1.2K
Event2026-06-30
Filed2026-07-02
IWB
0.00%ISHARES RUSSELL 1000 ETF
Shares368
Event2026-06-30
Filed2026-07-02
INTU
-4.31%INTUIT COM
Shares577
Event2026-06-30
Filed2026-07-02
JPMORGAN CHASE & CO COM
2.46%JPMORGAN CHASE & CO COM
Shares459
Event2026-06-30
Filed2026-07-02
CRWV
0.00%COREWEAVE INC COM CL A
Shares1.4K
Event2026-06-30
Filed2026-07-02
UTL
0.00%UNITIL CORP COM
Shares2.7K
Event2026-06-30
Filed2026-07-02
JPST
10255.56%JPMORGAN ULTRA-SHORT INCOME ETF
Shares2.8K
Event2026-06-30
Filed2026-07-02
JSCP
NewJPMORGAN SHORT DURATION CORE PLUS ETF
Shares2.9K
Event2026-06-30
Filed2026-07-02
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC COM
Shares375
Event2026-06-30
Filed2026-07-02
SNDK
0.00%SANDISK CORP COM
Shares57
Event2026-06-30
Filed2026-07-02
RRX
0.00%REGAL REXNORD CORPORATION COM
Shares527
Event2026-06-30
Filed2026-07-02
VISA INC COM CL A
0.84%VISA INC COM CL A
Shares361
Event2026-06-30
Filed2026-07-02
RTX CORPORATION COM
30.65%RTX CORPORATION COM
Shares648
Event2026-06-30
Filed2026-07-02
JNJ
2.55%JOHNSON & JOHNSON COM
Shares482
Event2026-06-30
Filed2026-07-02
CLH
0.00%CLEAN HARBORS INC COM
Shares405
Event2026-06-30
Filed2026-07-02
FV
3.98%FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
Shares1.6K
Event2026-06-30
Filed2026-07-02
ILCG
0.00%ISHARES MORNINGSTAR GROWTH ETF
Shares1.0K
Event2026-06-30
Filed2026-07-02
COF
0.00%CAPITAL ONE FINL CORP COM
Shares585
Event2026-06-30
Filed2026-07-02
GE
0.00%GE AEROSPACE COM NEW
Shares302
Event2026-06-30
Filed2026-07-02
IBM
0.00%INTERNATIONAL BUSINESS MACHS COM
Shares401
Event2026-06-30
Filed2026-07-02
VXUS
0.46%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares1.3K
Event2026-06-30
Filed2026-07-02
USB
1.62%US BANCORP COM NEW
Shares1.8K
Event2026-06-30
Filed2026-07-02
ATI INC COM
0.00%ATI INC COM
Shares535
Event2026-06-30
Filed2026-07-02
GLW
404.94%CORNING INC COM
Shares409
Event2026-06-30
Filed2026-07-02
BE
0.00%BLOOM ENERGY CORP COM CL A
Shares334
Event2026-06-30
Filed2026-07-02
DVN
556.63%DEVON ENERGY CORP NEW COM
Shares2.4K
Event2026-06-30
Filed2026-07-02
C
139.86%CITIGROUP INC COM NEW
Shares698
Event2026-06-30
Filed2026-07-02
WES
1.97%WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
Shares2.2K
Event2026-06-30
Filed2026-07-02
CW
0.00%CURTISS WRIGHT CORP COM
Shares128
Event2026-06-30
Filed2026-07-02
WASTE MGMT INC DEL COM
0.47%WASTE MGMT INC DEL COM
Shares427
Event2026-06-30
Filed2026-07-02
IBIT
1.27%ISHARES BITCOIN TRUST ETF
Shares2.8K
Event2026-06-30
Filed2026-07-02
VYM
0.00%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares579
Event2026-06-30
Filed2026-07-02
NETFLIX INC. COM
21.95%NETFLIX INC. COM
Shares1.3K
Event2026-06-30
Filed2026-07-02
EHC
0.00%ENCOMPASS HEALTH CORP COM
Shares898
Event2026-06-30
Filed2026-07-02
GEV
0.00%GE VERNOVA INC COM
Shares77
Event2026-06-30
Filed2026-07-02
FHN
0.00%FIRST HORIZON CORPORATION COM
Shares3.4K
Event2026-06-30
Filed2026-07-02
BAC
3.92%BANK OF AMER CORP COM
Shares1.5K
Event2026-06-30
Filed2026-07-02
KLAC
820.00%KLA CORP COM NEW
Shares276
Event2026-06-30
Filed2026-07-02
LLY
0.00%ELI LILLY & CO COM
Shares69
Event2026-06-30
Filed2026-07-02
CVX
4.09%CHEVRON CORPORATION COM
Shares484
Event2026-06-30
Filed2026-07-02
VZ
0.64%VERIZON COMMUNICATIONS INC COM
Shares1.9K
Event2026-06-30
Filed2026-07-02
BIV
1.00%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares1.0K
Event2026-06-30
Filed2026-07-02
ALL
0.00%ALLSTATE CORP COM
Shares325
Event2026-06-30
Filed2026-07-02
WCC
0.00%WESCO INTL INC COM
Shares223
Event2026-06-30
Filed2026-07-02
WAB
0.00%WABTEC COM
Shares281
Event2026-06-30
Filed2026-07-02
VIAV
0.87%VIAVI SOLUTIONS INC COM
Shares1.5K
Event2026-06-30
Filed2026-07-02
MU
10.71%MICRON TECHNOLOGY INC COM
Shares62
Event2026-06-30
Filed2026-07-02
GS
208.70%GOLDMAN SACHS GROUP INC COM
Shares71
Event2026-06-30
Filed2026-07-02
CASY
0.00%CASEYS GEN STORES INC COM
Shares90
Event2026-06-30
Filed2026-07-02
BX
NewBLACKSTONE INC COM
Shares607
Event2026-06-30
Filed2026-07-02
WY
0.78%WEYERHAEUSER CO COM NEW
Shares3.0K
Event2026-06-30
Filed2026-07-02
MICROCHIP TECHNOLOGY INC. COM
0.00%MICROCHIP TECHNOLOGY INC. COM
Shares776
Event2026-06-30
Filed2026-07-02
ETR
0.00%ENTERGY CORP NEW COM
Shares596
Event2026-06-30
Filed2026-07-02
IJT
0.00%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares381
Event2026-06-30
Filed2026-07-02
STRL
0.00%STERLING INFRASTRUCTURE INC COM
Shares81
Event2026-06-30
Filed2026-07-02
BWA
0.00%BORGWARNER INC COM
Shares1.0K
Event2026-06-30
Filed2026-07-02
SNA
0.00%SNAP ON INC COM
Shares166
Event2026-06-30
Filed2026-07-02
IEMG
146.58%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares794
Event2026-06-30
Filed2026-07-02
ITA
0.00%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares270
Event2026-06-30
Filed2026-07-02
3M CO COM
0.00%3M CO COM
Shares404
Event2026-06-30
Filed2026-07-02
AEE
0.00%AMEREN CORP COM
Shares576
Event2026-06-30
Filed2026-07-02
ED
0.00%CONSOLIDATED EDISON INC COM
Shares586
Event2026-06-30
Filed2026-07-02
PH
0.00%PARKER-HANNIFIN CORP COM
Shares65
Event2026-06-30
Filed2026-07-02
WBS
0.00%WEBSTER FINL CORP COM
Shares799
Event2026-06-30
Filed2026-07-02
RGA
0.00%REINSURANCE GROUP AMER INC COM NEW
Shares281
Event2026-06-30
Filed2026-07-02
BOND
1.10%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares641
Event2026-06-30
Filed2026-07-02
AMERIPRISE FINL INC COM
0.00%AMERIPRISE FINL INC COM
Shares126
Event2026-06-30
Filed2026-07-02
COR
0.00%CENCORA INC COM
Shares202
Event2026-06-30
Filed2026-07-02
CAT
5.88%CATERPILLAR INC COM
Shares54
Event2026-06-30
Filed2026-07-02
SCHW
0.16%SCHWAB CHARLES CORP COM
Shares617
Event2026-06-30
Filed2026-07-02
ISCV
0.00%ISHARES MORNINGSTAR SMALL CAP VALUE ETF
Shares727
Event2026-06-30
Filed2026-07-02
DOV
0.00%DOVER CORP COM
Shares253
Event2026-06-30
Filed2026-07-02
PANW
-2.35%PALO ALTO NETWORKS INC COM
Shares166
Event2026-06-30
Filed2026-07-02
TRAVELERS COMPANIES INC COM
3.01%TRAVELERS COMPANIES INC COM
Shares171
Event2026-06-30
Filed2026-07-02
EVR
0.00%EVERCORE INC CLASS A
Shares165
Event2026-06-30
Filed2026-07-02
IWR
0.00%ISHARES RUSSELL MIDCAP ETF
Shares509
Event2026-06-30
Filed2026-07-02
IEI
0.00%ISHARES 3-7 YEAR TREASURY BOND ETF
Shares477
Event2026-06-30
Filed2026-07-02
CENTERPOINT ENERGY INC COM
0.00%CENTERPOINT ENERGY INC COM
Shares1.3K
Event2026-06-30
Filed2026-07-02
SLB
0.00%SLB LIMITED COM STK
Shares1.2K
Event2026-06-30
Filed2026-07-02
LRCX
6.67%LAM RESEARCH CORP COM NEW
Shares128
Event2026-06-30
Filed2026-07-02
SHY
0.00%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares673
Event2026-06-30
Filed2026-07-02
BLK
1.79%BLACKROCK INC COM
Shares57
Event2026-06-30
Filed2026-07-02
WFC
0.00%WELLS FARGO & CO COM
Shares655
Event2026-06-30
Filed2026-07-02
BROS
0.00%DUTCH BROS INC CL A
Shares741
Event2026-06-30
Filed2026-07-02
VOO
20.31%VANGUARD S&P 500 ETF
Shares77
Event2026-06-30
Filed2026-07-02
DIS
0.37%DISNEY WALT CO COM
Shares545
Event2026-06-30
Filed2026-07-02
INGR
0.00%INGREDION INC COM
Shares550
Event2026-06-30
Filed2026-07-02
M
1.06%MACYS INC COM
Shares2.2K
Event2026-06-30
Filed2026-07-02
PKG
0.00%PACKAGING CORP AMER COM
Shares216
Event2026-06-30
Filed2026-07-02
SOXX
NewISHARES SEMICONDUCTOR ETF
Shares80
Event2026-06-30
Filed2026-07-02
VLO
-2.00%VALERO ENERGY CORP COM
Shares196
Event2026-06-30
Filed2026-07-02
QUANTA SVCS INC COM
-2.78%QUANTA SVCS INC COM
Shares70
Event2026-06-30
Filed2026-07-02
VVV
0.00%VALVOLINE INC COM
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Event2026-06-30
Filed2026-07-02
MO
2.38%ALTRIA GROUP INC COM
Shares687
Event2026-06-30
Filed2026-07-02
AIG
0.00%AMERICAN INTL GROUP INC COM NEW
Shares658
Event2026-06-30
Filed2026-07-02
AEP
0.56%AMERICAN ELEC PWR CO INC COM
Shares358
Event2026-06-30
Filed2026-07-02
AKAMAI TECHNOLOGIES INC COM
0.00%AKAMAI TECHNOLOGIES INC COM
Shares409
Event2026-06-30
Filed2026-07-02
TXN
-5.88%TEXAS INSTRS INC COM
Shares160
Event2026-06-30
Filed2026-07-02
NSC
0.00%NORFOLK SOUTHN CORP COM
Shares150
Event2026-06-30
Filed2026-07-02
VTRS
0.00%VIATRIS INC COM
Shares3.0K
Event2026-06-30
Filed2026-07-02
AER
0.00%AERCAP HOLDINGS NV SHS
Shares321
Event2026-06-30
Filed2026-07-02
HXL
0.00%HEXCEL CORP NEW COM
Shares463
Event2026-06-30
Filed2026-07-02
COHR
0.00%COHERENT CORP COM
Shares117
Event2026-06-30
Filed2026-07-02
ADC
0.00%AGREE RLTY CORP COM
Shares606
Event2026-06-30
Filed2026-07-02
FE
0.94%FIRSTENERGY CORP COM
Shares963
Event2026-06-30
Filed2026-07-02
TDY
0.00%TELEDYNE TECHNOLOGIES INC COM
Shares68
Event2026-06-30
Filed2026-07-02
ARAMARK COM
0.00%ARAMARK COM
Shares796
Event2026-06-30
Filed2026-07-02
CVS
0.00%CVS HEALTH CORP COM
Shares436
Event2026-06-30
Filed2026-07-02
COP
3.09%CONOCOPHILLIPS COM
Shares434
Event2026-06-30
Filed2026-07-02
UNITEDHEALTH GROUP INC COM
3.92%UNITEDHEALTH GROUP INC COM
Shares106
Event2026-06-30
Filed2026-07-02
ALK
963.29%ALASKA AIR GROUP INC COM
Shares840
Event2026-06-30
Filed2026-07-02
DTE
0.00%DTE ENERGY CO COM
Shares285
Event2026-06-30
Filed2026-07-02
HST
0.00%HOST HOTELS & RESORTS INC COM
Shares1.8K
Event2026-06-30
Filed2026-07-02
XLV
-28.57%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares270
Event2026-06-30
Filed2026-07-02
PALANTIR TECHNOLOGIES INC CL A
0.00%PALANTIR TECHNOLOGIES INC CL A
Shares367
Event2026-06-30
Filed2026-07-02
EVRG
0.00%EVERGY INC COM
Shares493
Event2026-06-30
Filed2026-07-02
WEC
0.00%WEC ENERGY GROUP INC COM
Shares362
Event2026-06-30
Filed2026-07-02
MPC
0.00%MARATHON PETE CORP COM
Shares164
Event2026-06-30
Filed2026-07-02
DAR
0.00%DARLING INGREDIENTS INC COM
Shares766
Event2026-06-30
Filed2026-07-02
AMD
22.03%ADVANCED MICRO DEVICES INC COM
Shares72
Event2026-06-30
Filed2026-07-02
PR
0.00%PERMIAN RESOURCES CORP CLASS A COM
Shares2.3K
Event2026-06-30
Filed2026-07-02
PEP
0.00%PEPSICO INC COM
Shares304
Event2026-06-30
Filed2026-07-02
F
0.00%FORD MTR CO COM
Shares2.9K
Event2026-06-30
Filed2026-07-02
PFE
3.68%PFIZER INC COM
Shares1.7K
Event2026-06-30
Filed2026-07-02
SXI
0.00%STANDEX INTL CORP COM
Shares113
Event2026-06-30
Filed2026-07-02
EFG
0.62%ISHARES MSCI EAFE GROWTH ETF
Shares324
Event2026-06-30
Filed2026-07-02
ASML
0.00%ASML HLDG NV N Y REGISTRY SHS
Shares20
Event2026-06-30
Filed2026-07-02
XEL
0.00%XCEL ENERGY INC COM
Shares495
Event2026-06-30
Filed2026-07-02
STLD
0.00%STEEL DYNAMICS INC COM
Shares173
Event2026-06-30
Filed2026-07-02
APH
0.00%AMPHENOL CORP CL A
Shares224
Event2026-06-30
Filed2026-07-02
CRH
0.00%CRH PLC ORD
Shares360
Event2026-06-30
Filed2026-07-02
PYLD
NewPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares1.4K
Event2026-06-30
Filed2026-07-02
NPO
0.00%ENPRO INC COM
Shares101
Event2026-06-30
Filed2026-07-02
WCN
0.00%WASTE CONNECTIONS INC COM
Shares228
Event2026-06-30
Filed2026-07-02
PM
11.11%PHILIP MORRIS INTL INC COM
Shares210
Event2026-06-30
Filed2026-07-02
SILA
0.00%SILA REALTY TRUST INC COMMON STOCK
Shares1.3K
Event2026-06-30
Filed2026-07-02
AXTA
0.00%AXALTA COATING SYS LTD COM
Shares1.1K
Event2026-06-30
Filed2026-07-02
MRVL
44.83%MARVELL TECHNOLOGY INC COM
Shares126
Event2026-06-30
Filed2026-07-02
LABCORP HOLDINGS INC COM SHS
0.00%LABCORP HOLDINGS INC COM SHS
Shares133
Event2026-06-30
Filed2026-07-02
EFV
2.79%ISHARES MSCI EAFE VALUE ETF
Shares479
Event2026-06-30
Filed2026-07-02
PFGC
0.00%PERFORMANCE FOOD GROUP CO COM
Shares324
Event2026-06-30
Filed2026-07-02
R
0.00%RYDER SYS INC COM
Shares137
Event2026-06-30
Filed2026-07-02
HIG
0.00%HARTFORD INSURANCE GROUP INC COM
Shares272
Event2026-06-30
Filed2026-07-02
NVTS
0.00%NAVITAS SEMICONDUCTOR CORP COM
Shares2.0K
Event2026-06-30
Filed2026-07-02
DELL
2.47%DELL TECHNOLOGIES INC CL C
Shares83
Event2026-06-30
Filed2026-07-02
COLB
0.18%COLUMBIA BKG SYS INC COM
Shares1.1K
Event2026-06-30
Filed2026-07-02
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares370
Event2026-06-30
Filed2026-07-02
TJX
3.10%TJX COS INC NEW COM
Shares233
Event2026-06-30
Filed2026-07-02
URI
0.00%UNITED RENTALS INC COM
Shares31
Event2026-06-30
Filed2026-07-02
CROWDSTRIKE HLDGS INC CL A
-2.17%CROWDSTRIKE HLDGS INC CL A
Shares45
Event2026-06-30
Filed2026-07-02
GILD
0.00%GILEAD SCIENCES INC COM
Shares271
Event2026-06-30
Filed2026-07-02
CMI
0.00%CUMMINS INC COM
Shares48
Event2026-06-30
Filed2026-07-02
CHUBB LIMITED COM
9.89%CHUBB LIMITED COM
Shares100
Event2026-06-30
Filed2026-07-02
SMTC
0.00%SEMTECH CORP COM
Shares209
Event2026-06-30
Filed2026-07-02
TMO
0.00%THERMO FISHER SCIENTIFIC INC COM
Shares67
Event2026-06-30
Filed2026-07-02
PAYX
1.48%PAYCHEX INC COM
Shares343
Event2026-06-30
Filed2026-07-02
MGM
0.00%MGM RESORTS INTERNATIONAL COM
Shares702
Event2026-06-30
Filed2026-07-02
ORACLE CORP COM
-6.64%ORACLE CORP COM
Shares225
Event2026-06-30
Filed2026-07-02
HAS
0.00%HASBRO INC COM
Shares395
Event2026-06-30
Filed2026-07-02
ILCB
0.00%ISHARES MORNINGSTAR U.S. EQUITY ETF
Shares313
Event2026-06-30
Filed2026-07-02
AXP
58.33%AMERICAN EXPRESS CO COM
Shares95
Event2026-06-30
Filed2026-07-02
AVA
0.00%AVISTA CORP COM
Shares769
Event2026-06-30
Filed2026-07-02
CFG
0.00%CITIZENS FINL GROUP INC COM
Shares448
Event2026-06-30
Filed2026-07-02
AGILENT TECHNOLOGIES INC COM
0.00%AGILENT TECHNOLOGIES INC COM
Shares236
Event2026-06-30
Filed2026-07-02
EBAY
0.00%EBAY INC. COM
Shares277
Event2026-06-30
Filed2026-07-02
VLY
0.00%VALLEY NATL BANCORP COM
Shares2.1K
Event2026-06-30
Filed2026-07-02
CONSTELLATION BRANDS INC CL A
0.00%CONSTELLATION BRANDS INC CL A
Shares220
Event2026-06-30
Filed2026-07-02
TSM
88.24%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares64
Event2026-06-30
Filed2026-07-02
TXT
0.00%TEXTRON INC COM
Shares331
Event2026-06-30
Filed2026-07-02
AGX
0.00%ARGAN INC COM
Shares38
Event2026-06-30
Filed2026-07-02
CI
0.00%THE CIGNA GROUP COM
Shares110
Event2026-06-30
Filed2026-07-02
IJJ
0.00%ISHARES S&P MID-CAP 400 VALUE ETF
Shares202
Event2026-06-30
Filed2026-07-02
DHR
-6.55%DANAHER CORP DEL COM
Shares157
Event2026-06-30
Filed2026-07-02
WBD
62.24%WARNER BROS DISCOVERY INC COM SER A
Shares1.1K
Event2026-06-30
Filed2026-07-02
LDOS
0.00%LEIDOS HOLDINGS INC COM
Shares286
Event2026-06-30
Filed2026-07-02
OC
0.00%OWENS CORNING NEW COM
Shares185
Event2026-06-30
Filed2026-07-02
FDX
0.00%FEDEX CORP COM
Shares94
Event2026-06-30
Filed2026-07-02
NVMI
0.00%NOVA LTD COM
Shares54
Event2026-06-30
Filed2026-07-02
ACMR
0.00%ACM RESH INC COM CL A
Shares230
Event2026-06-30
Filed2026-07-02
VSEC
0.79%VSE CORP COM
Shares127
Event2026-06-30
Filed2026-07-02
PTC
0.00%PTC INC COM
Shares255
Event2026-06-30
Filed2026-07-02
PHM
0.00%PULTE GROUP INC COM
Shares210
Event2026-06-30
Filed2026-07-02
TSN
0.00%TYSON FOODS INC CL A
Shares488
Event2026-06-30
Filed2026-07-02
JAZZ PHARMACEUTICALS PLC SHS USD
0.00%JAZZ PHARMACEUTICALS PLC SHS USD
Shares115
Event2026-06-30
Filed2026-07-02
CR
0.00%CRANE COMPANY COMMON STOCK
Shares124
Event2026-06-30
Filed2026-07-02
STT
0.00%STATE STR CORP COM
Shares162
Event2026-06-30
Filed2026-07-02
MKL
0.00%MARKEL GROUP INC COM
Shares14
Event2026-06-30
Filed2026-07-02
UMC
0.00%UNITED MICROELECTRONICS CORP SPON ADR NEW
Shares1.0K
Event2026-06-30
Filed2026-07-02
DYNF
0.00%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares398
Event2026-06-30
Filed2026-07-02
RBC
0.00%RBC BEARINGS INC COM
Shares42
Event2026-06-30
Filed2026-07-02
CMCSA
-8.28%COMCAST CORP NEW CL A
Shares1.1K
Event2026-06-30
Filed2026-07-02
HCA
0.00%HCA HEALTHCARE INC COM
Shares69
Event2026-06-30
Filed2026-07-02
VRTX
0.00%VERTEX PHARMACEUTICALS INC COM
Shares54
Event2026-06-30
Filed2026-07-02
QCOM
12.40%QUALCOMM INC COM
Shares145
Event2026-06-30
Filed2026-07-02
NBHC
0.00%NATIONAL BK HLDGS CORP CL A
Shares593
Event2026-06-30
Filed2026-07-02
CARR
0.28%CARRIER GLOBAL CORPORATION COM
Shares357
Event2026-06-30
Filed2026-07-02
ALLISON TRANSMISSION HLDGS INC COM
0.00%ALLISON TRANSMISSION HLDGS INC COM
Shares231
Event2026-06-30
Filed2026-07-02
FIBK
0.00%FIRST INTST BANCSYSTEM INC COM
Shares675
Event2026-06-30
Filed2026-07-02
LNT
NewALLIANT ENERGY CORP COM
Shares340
Event2026-06-30
Filed2026-07-02
COIN
5.99%COINBASE GLOBAL INC COM CL A
Shares177
Event2026-06-30
Filed2026-07-02
ENSG
0.00%ENSIGN GROUP INC COM
Shares160
Event2026-06-30
Filed2026-07-02
ALLY FINL INC COM
0.00%ALLY FINL INC COM
Shares554
Event2026-06-30
Filed2026-07-02
GUARDANT HEALTH INC COM
0.00%GUARDANT HEALTH INC COM
Shares169
Event2026-06-30
Filed2026-07-02
KR
0.00%KROGER CO COM
Shares455
Event2026-06-30
Filed2026-07-02
LKQ
0.74%LKQ CORP COM
Shares952
Event2026-06-30
Filed2026-07-02
ADI
-4.55%ANALOG DEVICES INC COM
Shares63
Event2026-06-30
Filed2026-07-02
FITB
0.00%FIFTH THIRD BANCORP COM
Shares443
Event2026-06-30
Filed2026-07-02
INDB
0.00%INDEPENDENT BK CORP MASS COM
Shares298
Event2026-06-30
Filed2026-07-02
IVE
0.92%ISHARES S&P 500 VALUE ETF
Shares110
Event2026-06-30
Filed2026-07-02
GD
7.69%GENERAL DYNAMICS CORP COM
Shares70
Event2026-06-30
Filed2026-07-02
BALL
0.00%BALL CORP COM
Shares391
Event2026-06-30
Filed2026-07-02
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP COM
Shares300
Event2026-06-30
Filed2026-07-02
MUSA
0.00%MURPHY USA INC COM
Shares45
Event2026-06-30
Filed2026-07-02
COHU
0.00%COHU INC COM
Shares328
Event2026-06-30
Filed2026-07-02
KO
0.34%COCA COLA CO COM
Shares297
Event2026-06-30
Filed2026-07-02
LHX
3.75%L3HARRIS TECHNOLOGIES INC COM
Shares83
Event2026-06-30
Filed2026-07-02
KBE
20.89%STATE STREET SPDR S&P BANK ETF
Shares353
Event2026-06-30
Filed2026-07-02
WTW
0.00%WILLIS TOWERS WATSON PLC LTD SHS
Shares92
Event2026-06-30
Filed2026-07-02
ICHR
-8.55%ICHOR HOLDINGS SHS
Shares214
Event2026-06-30
Filed2026-07-02
VPU
0.00%VANGUARD UTILITIES ETF
Shares122
Event2026-06-30
Filed2026-07-02
EXP
0.00%EAGLE MATLS INC COM
Shares106
Event2026-06-30
Filed2026-07-02
WTFC
0.00%WINTRUST FINL CORP COM
Shares148
Event2026-06-30
Filed2026-07-02
SF
NewSTIFEL FINL CORP COM
Shares337
Event2026-06-30
Filed2026-07-02
LSCC
0.00%LATTICE SEMICONDUCTOR CORP COM
Shares150
Event2026-06-30
Filed2026-07-02
ABT
0.80%ABBOTT LABORATORIES COM
Shares252
Event2026-06-30
Filed2026-07-02
FANG
0.00%DIAMONDBACK ENERGY INC COM
Shares130
Event2026-06-30
Filed2026-07-02
UNM
0.00%UNUM GROUP COM
Shares255
Event2026-06-30
Filed2026-07-02
GNTX
0.00%GENTEX CORP COM
Shares890
Event2026-06-30
Filed2026-07-02
FBT
0.00%FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
Shares90
Event2026-06-30
Filed2026-07-02
LFUS
0.00%LITTELFUSE INC COM
Shares49
Event2026-06-30
Filed2026-07-02
GTX
0.00%GARRETT MOTION INC COM
Shares608
Event2026-06-30
Filed2026-07-02
NVST
0.00%ENVISTA HOLDINGS CORPORATION COM
Shares831
Event2026-06-30
Filed2026-07-02
AXON
1850.00%AXON ENTERPRISE INC COM
Shares39
Event2026-06-30
Filed2026-07-02
APA CORPORATION COM
0.00%APA CORPORATION COM
Shares668
Event2026-06-30
Filed2026-07-02
GNRC
0.00%GENERAC HLDGS INC COM
Shares74
Event2026-06-30
Filed2026-07-02
FCFS
0.00%FIRSTCASH HOLDINGS INC COM
Shares100
Event2026-06-30
Filed2026-07-02
MASTERCARD INCORPORATED CL A
0.00%MASTERCARD INCORPORATED CL A
Shares42
Event2026-06-30
Filed2026-07-02
STARWOOD PPTY TR INC COM
0.00%STARWOOD PPTY TR INC COM
Shares1.3K
Event2026-06-30
Filed2026-07-02
ADM
0.00%ARCHER DANIELS MIDLAND CO COM
Shares280
Event2026-06-30
Filed2026-07-02
NEM
0.00%NEWMONT CORP COM
Shares229
Event2026-06-30
Filed2026-07-02
BMY
0.00%BRISTOL-MYERS SQUIBB CO COM
Shares363
Event2026-06-30
Filed2026-07-02
FLEX
0.00%FLEX LTD ORD
Shares129
Event2026-06-30
Filed2026-07-02
ITT
0.00%ITT INC COM
Shares105
Event2026-06-30
Filed2026-07-02
SOLV
0.00%SOLVENTUM CORP COM SHS
Shares269
Event2026-06-30
Filed2026-07-02
MAA
0.00%MID-AMER APT CMNTYS INC COM
Shares148
Event2026-06-30
Filed2026-07-02
HPE
0.00%HEWLETT PACKARD ENTERPRISE CO COM
Shares454
Event2026-06-30
Filed2026-07-02
DE
0.00%DEERE & CO COM
Shares32
Event2026-06-30
Filed2026-07-02
CACI
0.00%CACI INTL INC CL A
Shares44
Event2026-06-30
Filed2026-07-02
SPXC
0.00%SPX TECHNOLOGIES INC COM
Shares83
Event2026-06-30
Filed2026-07-02
IDA
0.00%IDACORP INC COM
Shares134
Event2026-06-30
Filed2026-07-02
XLK
-19.70%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares106
Event2026-06-30
Filed2026-07-02
BITO
9.82%PROSHARES BITCOIN ETF
Shares2.5K
Event2026-06-30
Filed2026-07-02
ACWX
-37.71%ISHARES MSCI ACWI EX U.S. ETF
Shares261
Event2026-06-30
Filed2026-07-02
LW
1.78%LAMB WESTON HLDGS INC COM
Shares458
Event2026-06-30
Filed2026-07-02
ADVANCED ENERGY INDS COM
0.00%ADVANCED ENERGY INDS COM
Shares53
Event2026-06-30
Filed2026-07-02
IGM
0.83%ISHARES EXPANDED TECH SECTOR ETF
Shares121
Event2026-06-30
Filed2026-07-02
VMI
0.00%VALMONT INDS INC COM
Shares34
Event2026-06-30
Filed2026-07-02
LASR
0.00%NLIGHT INC COM
Shares282
Event2026-06-30
Filed2026-07-02
SHW
0.00%SHERWIN WILLIAMS CO COM
Shares57
Event2026-06-30
Filed2026-07-02
ESS
0.00%ESSEX PPTY TR INC COM
Shares67
Event2026-06-30
Filed2026-07-02
IP
0.99%INTERNATIONAL PAPER CO COM
Shares508
Event2026-06-30
Filed2026-07-02
GRNY
16.67%FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
Shares700
Event2026-06-30
Filed2026-07-02
TER
0.00%TERADYNE INC COM
Shares40
Event2026-06-30
Filed2026-07-02
TECK
0.00%TECK RESOURCES LTD CL B
Shares322
Event2026-06-30
Filed2026-07-02
FN
0.00%FABRINET SHS
Shares34
Event2026-06-30
Filed2026-07-02
UVSP
0.00%UNIVEST FINANCIAL CORPORATION COM
Shares434
Event2026-06-30
Filed2026-07-02
PLXS
0.00%PLEXUS CORP COM
Shares63
Event2026-06-30
Filed2026-07-02
VDC
0.00%VANGUARD CONSUMER STAPLES ETF
Shares84
Event2026-06-30
Filed2026-07-02
ES
0.00%EVERSOURCE ENERGY COM
Shares262
Event2026-06-30
Filed2026-07-02
AIR
0.00%AAR CORP COM
Shares132
Event2026-06-30
Filed2026-07-02
CEG
0.00%CONSTELLATION ENERGY CORP COM
Shares76
Event2026-06-30
Filed2026-07-02
TFLO
1.09%ISHARES TREASURY FLOATING RATE BOND ETF
Shares372
Event2026-06-30
Filed2026-07-02
BDX
7.83%BECTON DICKINSON & CO COM
Shares124
Event2026-06-30
Filed2026-07-02
SOUTHSTATE BK CORP COM
0.00%SOUTHSTATE BK CORP COM
Shares187
Event2026-06-30
Filed2026-07-02
MRCY
0.00%MERCURY SYS INC COM
Shares152
Event2026-06-30
Filed2026-07-02
NMRK
0.00%NEWMARK GROUP INC CL A
Shares1.2K
Event2026-06-30
Filed2026-07-02
PHIN
0.00%PHINIA INC COMMON STOCK
Shares225
Event2026-06-30
Filed2026-07-02
PIPR
0.00%PIPER SANDLER COMPANIES COM NEW
Shares256
Event2026-06-30
Filed2026-07-02
BG
0.00%BUNGE GLOBAL SA COM SHS
Shares172
Event2026-06-30
Filed2026-07-02
GTES
0.00%GATES INDL CORP PLC ORD SHS
Shares653
Event2026-06-30
Filed2026-07-02
ROBO
198.59%ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
Shares212
Event2026-06-30
Filed2026-07-02
WCBR
0.00%WISDOMTREE CYBERSECURITY FUND
Shares500
Event2026-06-30
Filed2026-07-02
TFC
16.35%TRUIST FINL CORP COM
Shares363
Event2026-06-30
Filed2026-07-02
NEXTERA ENERGY INC COM
21.18%NEXTERA ENERGY INC COM
Shares206
Event2026-06-30
Filed2026-07-02
TTWO
1700.00%TAKE-TWO INTERACTIVE SOFTWARE COM
Shares72
Event2026-06-30
Filed2026-07-02
CRDO
8.20%CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
Shares66
Event2026-06-30
Filed2026-07-02
SEB
0.00%SEABOARD CORP DEL COM
Shares4
Event2026-06-30
Filed2026-07-02
IONIS PHARMACEUTICALS INC COM
0.00%IONIS PHARMACEUTICALS INC COM
Shares223
Event2026-06-30
Filed2026-07-02
GM
0.00%GENERAL MTRS CO COM
Shares229
Event2026-06-30
Filed2026-07-02
UPS
9.40%UNITED PARCEL SVCS INC CL B
Shares163
Event2026-06-30
Filed2026-07-02
EFAX
0.00%STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF
Shares320
Event2026-06-30
Filed2026-07-02
WHD
0.00%CACTUS INC CL A
Shares338
Event2026-06-30
Filed2026-07-02
ZBH
0.00%ZIMMER BIOMET HOLDINGS INC COM
Shares199
Event2026-06-30
Filed2026-07-02
MTZ
0.00%MASTEC INC COM
Shares41
Event2026-06-30
Filed2026-07-02
LNC
0.00%LINCOLN NATL CORP IND COM
Shares479
Event2026-06-30
Filed2026-07-02
VOYA
0.00%VOYA FINANCIAL INC COM
Shares187
Event2026-06-30
Filed2026-07-02
GFI
0.00%GOLD FIELDS LTD SPONSORED ADR
Shares500
Event2026-06-30
Filed2026-07-02
SHOO
0.00%MADDEN STEVEN LTD COM
Shares398
Event2026-06-30
Filed2026-07-02
XPRO
NewEXPRO GROUP HOLDINGS NV COM
Shares1.1K
Event2026-06-30
Filed2026-07-02
NVS
22.09%NOVARTIS AG SPONSORED ADR
Shares105
Event2026-06-30
Filed2026-07-02
EG
0.00%EVEREST GROUP LTD COM
Shares46
Event2026-06-30
Filed2026-07-02
IYW
0.00%ISHARES U.S. TECHNOLOGY ETF
Shares65
Event2026-06-30
Filed2026-07-02
MET
0.00%METLIFE INC COM
Shares194
Event2026-06-30
Filed2026-07-02
LYB
128.68%LYONDELLBASELL INDUSTRIES NV SHS - A -
Shares311
Event2026-06-30
Filed2026-07-02
UAL
0.00%UNITED AIRLS HLDGS INC COM
Shares119
Event2026-06-30
Filed2026-07-02
ANGLOGOLD ASHANTI PLC COM SHS
0.00%ANGLOGOLD ASHANTI PLC COM SHS
Shares200
Event2026-06-30
Filed2026-07-02
AXSM
0.00%AXSOME THERAPEUTICS INC. COM
Shares66
Event2026-06-30
Filed2026-07-02
DFIN
0.00%DONNELLEY FINL SOLUTIONS INC COM
Shares385
Event2026-06-30
Filed2026-07-02
CDNS
0.00%CADENCE DESIGN SYSTEM INC COM
Shares43
Event2026-06-30
Filed2026-07-02
FBK
0.00%FB FINL CORP COM
Shares289
Event2026-06-30
Filed2026-07-02
SLAB
0.00%SILICON LABORATORIES INC COM
Shares73
Event2026-06-30
Filed2026-07-02
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares67
Event2026-06-30
Filed2026-07-02
PSX
0.00%PHILLIPS 66 COM
Shares94
Event2026-06-30
Filed2026-07-02
SYK
6.38%STRYKER CORPORATION COM
Shares50
Event2026-06-30
Filed2026-07-02
CWST
7.28%CASELLA WASTE SYS INC CL A
Shares162
Event2026-06-30
Filed2026-07-02
NXT
0.00%NEXTPOWER INC CLASS A COM
Shares131
Event2026-06-30
Filed2026-07-02
THG
0.00%HANOVER INS GROUP INC COM
Shares72
Event2026-06-30
Filed2026-07-02
POR
0.00%PORTLAND GEN ELEC CO COM NEW
Shares297
Event2026-06-30
Filed2026-07-02
CDP
0.00%COPT DEFENSE PROPERTIES SHS BEN INT
Shares422
Event2026-06-30
Filed2026-07-02
ZION
0.00%ZIONS BANCORPORATION NATL ASSN COM
Shares221
Event2026-06-30
Filed2026-07-02
RMBS
0.00%RAMBUS INC DEL COM
Shares115
Event2026-06-30
Filed2026-07-02
G
0.00%GENPACT LIMITED SHS
Shares554
Event2026-06-30
Filed2026-07-02
MPWR
0.00%MONOLITHIC PWR SYS INC COM
Shares11
Event2026-06-30
Filed2026-07-02
MTG
0.00%MGIC INVT CORP WIS COM
Shares539
Event2026-06-30
Filed2026-07-02
ATMU
0.00%ATMUS FILTRATION TECHNOLOGIES COM
Shares293
Event2026-06-30
Filed2026-07-02
EME
0.00%EMCOR GROUP INC COM
Shares18
Event2026-06-30
Filed2026-07-02
PNC
0.00%PNC FINL SVCS GROUP INC COM
Shares60
Event2026-06-30
Filed2026-07-02
JOHNSON CTLS INTL PLC SHS
23.46%JOHNSON CTLS INTL PLC SHS
Shares100
Event2026-06-30
Filed2026-07-02
ROG
0.00%ROGERS CORP COM
Shares89
Event2026-06-30
Filed2026-07-02
MC
0.00%MOELIS & CO CL A
Shares220
Event2026-06-30
Filed2026-07-02
MCK
0.00%MCKESSON CORP COM
Shares19
Event2026-06-30
Filed2026-07-02
EYPT
0.00%EYEPOINT INC COM NEW
Shares1.0K
Event2026-06-30
Filed2026-07-02
HURN
0.00%HURON CONSULTING GROUP INC COM
Shares158
Event2026-06-30
Filed2026-07-02
XAR
0.00%STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
Shares50
Event2026-06-30
Filed2026-07-02
DAVE
0.00%DAVE INC CLASS A COM NEW
Shares38
Event2026-06-30
Filed2026-07-02
PBH
-0.66%PRESTIGE CONSMR HEALTHCARE INC COM
Shares299
Event2026-06-30
Filed2026-07-02
CGNX
0.00%COGNEX CORP COM
Shares195
Event2026-06-30
Filed2026-07-02
SM
0.00%SM ENERGY COMPANY COM
Shares538
Event2026-06-30
Filed2026-07-02
IBP
-4.69%INSTALLED BLDG PRODS INC COM
Shares61
Event2026-06-30
Filed2026-07-02
CIM
0.00%CHIMERA INVT CORP COM SHS
Shares1.0K
Event2026-06-30
Filed2026-07-02
SCHA
0.00%SCHWAB U.S. SMALL-CAP ETF
Shares384
Event2026-06-30
Filed2026-07-02
PTGX
0.00%PROTAGONIST THERAPEUTICS INC COM
Shares113
Event2026-06-30
Filed2026-07-02
CAH
0.00%CARDINAL HEALTH INC COM
Shares58
Event2026-06-30
Filed2026-07-02
REGN
0.00%REGENERON PHARMACEUTICALS COM
Shares22
Event2026-06-30
Filed2026-07-02
MEDTRONIC PLC SHS
24.11%MEDTRONIC PLC SHS
Shares175
Event2026-06-30
Filed2026-07-02
FTI
0.00%TECHNIPFMC PLC COM
Shares204
Event2026-06-30
Filed2026-07-02
WSM
0.00%WILLIAMS SONOMA INC COM
Shares58
Event2026-06-30
Filed2026-07-02
KMPR
0.00%KEMPER CORP COM
Shares500
Event2026-06-30
Filed2026-07-02
ET
1.44%ENERGY TRANSFER L P COM UT LTD PTN
Shares704
Event2026-06-30
Filed2026-07-02
NRG
0.00%NRG ENERGY INC COM NEW
Shares92
Event2026-06-30
Filed2026-07-02
IRDM
0.00%IRIDIUM COMMUNICATIONS INC COM
Shares244
Event2026-06-30
Filed2026-07-02
BKNG
2400.00%BOOKING HOLDINGS INC COM
Shares75
Event2026-06-30
Filed2026-07-02
BOTZ
551.85%GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
Shares352
Event2026-06-30
Filed2026-07-02
DVA
0.00%DAVITA INC COM
Shares60
Event2026-06-30
Filed2026-07-02
OEF
0.00%ISHARES S&P 100 ETF
Shares36
Event2026-06-30
Filed2026-07-02
BLOK
0.00%AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
Shares212
Event2026-06-30
Filed2026-07-02
ONB
0.00%OLD NATL BANCORP IND COM
Shares510
Event2026-06-30
Filed2026-07-02
CTAS
0.00%CINTAS CORP COM
Shares75
Event2026-06-30
Filed2026-07-02
SYF
0.00%SYNCHRONY FINANCIAL COM
Shares167
Event2026-06-30
Filed2026-07-02
INSM
0.00%INSMED INC COM PAR $.01
Shares118
Event2026-06-30
Filed2026-07-02
HLIT
0.00%HARMONIC INC COM
Shares769
Event2026-06-30
Filed2026-07-02
CBT
0.00%CABOT CORP COM
Shares137
Event2026-06-30
Filed2026-07-02
OTIS
0.00%OTIS WORLDWIDE CORP COM
Shares174
Event2026-06-30
Filed2026-07-02
AMGN
0.00%AMGEN INC COM
Shares34
Event2026-06-30
Filed2026-07-02
VICI
20.57%VICI PPTYS INC COM
Shares463
Event2026-06-30
Filed2026-07-02
DUK
29.33%DUKE ENERGY CORP NEW COM NEW
Shares97
Event2026-06-30
Filed2026-07-02
EMN
0.00%EASTMAN CHEM CO COM
Shares182
Event2026-06-30
Filed2026-07-02
QSR
11.26%RESTAURANT BRANDS INTL INC COM
Shares168
Event2026-06-30
Filed2026-07-02
ASB
0.00%ASSOCIATED BANC-CORP COM
Shares395
Event2026-06-30
Filed2026-07-02
MORN
0.00%MORNINGSTAR INC COM
Shares77
Event2026-06-30
Filed2026-07-02
VNO
0.00%VORNADO RLTY TR SH BEN INT
Shares307
Event2026-06-30
Filed2026-07-02
SFM
0.00%SPROUTS FMRS MKT INC COM
Shares142
Event2026-06-30
Filed2026-07-02
ISRG
0.00%INTUITIVE SURGICAL INC COM NEW
Shares30
Event2026-06-30
Filed2026-07-02
UTHR
0.00%UNITED THERAPEUTICS CORP DEL COM
Shares22
Event2026-06-30
Filed2026-07-02
GPC
50.75%GENUINE PARTS CO COM
Shares101
Event2026-06-30
Filed2026-07-02
IMCG
0.00%ISHARES MORNINGSTAR MID-CAP GROWTH ETF
Shares121
Event2026-06-30
Filed2026-07-02
USAR
-15.38%USA RARE EARTH INC COM
Shares550
Event2026-06-30
Filed2026-07-02
IONQ INC COM
0.00%IONQ INC COM
Shares221
Event2026-06-30
Filed2026-07-02
BDC
0.00%BELDEN INC COM
Shares98
Event2026-06-30
Filed2026-07-02
AGCO
0.00%AGCO CORP COM
Shares98
Event2026-06-30
Filed2026-07-02
EXC
0.80%EXELON CORP COM
Shares251
Event2026-06-30
Filed2026-07-02
CAKE
0.00%CHEESECAKE FACTORY INC COM
Shares145
Event2026-06-30
Filed2026-07-02
MIR
0.00%MIRION TECHNOLOGIES INC COM CL A
Shares641
Event2026-06-30
Filed2026-07-02
H
0.00%HYATT HOTELS CORP COM CL A
Shares59
Event2026-06-30
Filed2026-07-02
CPAY
0.00%CORPAY INC COM SHS
Shares34
Event2026-06-30
Filed2026-07-02
ELAN
0.00%ELANCO ANIMAL HEALTH INC COM
Shares460
Event2026-06-30
Filed2026-07-02
GL
0.00%GLOBE LIFE INC COM
Shares63
Event2026-06-30
Filed2026-07-02
FFIN
0.00%FIRST FINL BANKSHARES INC COM
Shares323
Event2026-06-30
Filed2026-07-02
HOG
0.00%HARLEY DAVIDSON INC COM
Shares456
Event2026-06-30
Filed2026-07-02
BBIO
0.00%BRIDGEBIO PHARMA INC COM
Shares149
Event2026-06-30
Filed2026-07-02
ETN
0.00%EATON CORP PLC SHS
Shares26
Event2026-06-30
Filed2026-07-02
TOL
0.00%TOLL BROTHERS INC COM
Shares67
Event2026-06-30
Filed2026-07-02
DTM
0.00%DT MIDSTREAM INC COMMON STOCK
Shares75
Event2026-06-30
Filed2026-07-02
CCL
NewCARNIVAL CORP LTD COMMON SHARES
Shares385
Event2026-06-30
Filed2026-07-02
INCY
0.00%INCYTE CORP COM
Shares97
Event2026-06-30
Filed2026-07-02
HE
-1.61%HAWAIIAN ELEC INDS INC MTN BE COM
Shares792
Event2026-06-30
Filed2026-07-02
ON SEMICONDUCTOR CORP COM
0.00%ON SEMICONDUCTOR CORP COM
Shares113
Event2026-06-30
Filed2026-07-02
TDG
0.00%TRANSDIGM GROUP INC COM
Shares8
Event2026-06-30
Filed2026-07-02
SIRI
0.00%SIRIUSXM HOLDINGS INC COMMON STOCK
Shares360
Event2026-06-30
Filed2026-07-02
CTO
0.00%CTO RLTY GROWTH INC NEW COM
Shares493
Event2026-06-30
Filed2026-07-02
PBF
0.00%PBF ENERGY INC CL A
Shares232
Event2026-06-30
Filed2026-07-02
SERVICENOW INC COM
0.00%SERVICENOW INC COM
Shares106
Event2026-06-30
Filed2026-07-02
CLOV
0.00%CLOVER HEALTH INVESTMENTS CORP COM CL A
Shares2.0K
Event2026-06-30
Filed2026-07-02
IDCC
-5.13%INTERDIGITAL INC COM
Shares37
Event2026-06-30
Filed2026-07-02
NFG
0.00%NATIONAL FUEL GAS CO COM
Shares135
Event2026-06-30
Filed2026-07-02
SCHV
0.00%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares299
Event2026-06-30
Filed2026-07-02
ALLEGION PLC ORD SHS
0.00%ALLEGION PLC ORD SHS
Shares74
Event2026-06-30
Filed2026-07-02
FAF
0.00%FIRST AMERN FINL CORP COM
Shares151
Event2026-06-30
Filed2026-07-02
TKO
0.00%TKO GROUP HOLDINGS INC CL A
Shares51
Event2026-06-30
Filed2026-07-02
CHRW
0.00%C H ROBINSON WORLDWIDE IN COM NEW
Shares54
Event2026-06-30
Filed2026-07-02
USFD
0.00%US FOODS HLDG CORP COM
Shares99
Event2026-06-30
Filed2026-07-02
MP
0.00%MP MATERIALS CORP COM CL A
Shares180
Event2026-06-30
Filed2026-07-02
NOVT
0.00%NOVANTA INC COM
Shares62
Event2026-06-30
Filed2026-07-02
RPRX
0.00%ROYALTY PHARMA PLC SHS CLASS A
Shares178
Event2026-06-30
Filed2026-07-02
SPEU
0.00%STATE STREET SPDR PORTFOLIO EUROPE ETF
Shares181
Event2026-06-30
Filed2026-07-02
LEA
0.00%LEAR CORP COM NEW
Shares73
Event2026-06-30
Filed2026-07-02
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available