Sponsored

The Analysis of CHAPMAN FINANCIAL GROUP, LLC's Holdings & P&L

Currently, CHAPMAN FINANCIAL GROUP, LLC holds 260 types of securities in its portfolio with a total value $150.5M. In the most recent quarter, they have increased their positions in UL (+9.1K shares, valued at $549.1K), VUG (+5.5K shares, valued at $470.8K), VGT (+2.3K shares, valued at $279.4K); decreased their positions in BJUL (-10.0K shares, valued at $545.0K), GOOG (-350 shares, valued at $123.7K), VTIP (-2.4K shares, valued at $121.8K); initiated new positions in GEHC (+4.0K shares, valued at $259.2K), IDNA (+2.2K shares, valued at $74.0K), RKLB (+496 shares, valued at $50.4K).

1M P&L

-1.8M-1.26%

3M P&L

+6.9M+5.15%

HY P&L

+10.8M+8.24%

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/A50.1M

36.4%

2Software - Infrastructure9.6M

7.0%

3Internet Content & Information7.9M

5.8%

Top Industries by Stock Count

1N/A118 stocks

50.6%

2Aerospace & Defense8 stocks

3.4%

3Drug Manufacturers - General7 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOG ALPHABET INC21.5K shares-1.60%2026-06-302026-08-05

AAPL APPLE INC25.2K shares-0.84%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL14.1K shares-0.10%2026-06-302026-08-05

MSFT MICROSOFT CORP13.8K shares1.20%2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR163.2K shares0.93%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO13.5K shares-0.48%2026-06-302026-08-05

SCHB SCHWAB STRATEGIC TR150.2K shares-1.03%2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR123.6K shares1.01%2026-06-302026-08-05

Sponsored

AMZN AMAZON COM INC13.4K shares-0.81%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC9.2K shares0.33%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC6.0K shares-1.31%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC5.4K shares0.00%2026-06-302026-08-05

BAC BANK OF AMER CORP44.9K shares-0.67%2026-06-302026-08-05

KO COCA COLA CO30.4K shares0.00%2026-06-302026-08-05

C CITIGROUP INC16.8K shares-0.30%2026-06-302026-08-05

TIPX SPDR SERIES TRUST121.4K shares1.46%2026-06-302026-08-05

Sponsored

PEP PEPSICO INC17.0K shares-0.29%2026-06-302026-08-05

SCHD SCHWAB STRATEGIC TR63.6K shares-0.62%2026-06-302026-08-05

USB US BANCORP29.7K shares-0.50%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON6.7K shares-0.19%2026-06-302026-08-05

VOO VANGUARD INDEX FDS2.3K shares3.20%2026-06-302026-08-05

BAUG INNOVATOR ETFS TRUST28.0K shares-2.98%2026-06-302026-08-05

VMBS VANGUARD SCOTTSDALE FDS31.8K shares3.92%2026-06-302026-08-05

IQV IQVIA HLDGS INC7.6K shares-6.15%2026-06-302026-08-05

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.4K shares0.00%2026-06-302026-08-05

MBB ISHARES TR14.0K shares-0.85%2026-06-302026-08-05

TOST TOAST INC47.6K shares-0.83%2026-06-302026-08-05

GNMA ISHARES TR29.1K shares-1.69%2026-06-302026-08-05

IDEV ISHARES TR14.0K shares0.00%2026-06-302026-08-05

LHX L3HARRIS TECHNOLOGIES INC4.2K shares0.00%2026-06-302026-08-05

BAB INVESCO EXCH TRADED FD TR II45.4K shares2.72%2026-06-302026-08-05

CBRE CBRE GROUP INC8.5K shares0.00%2026-06-302026-08-05

Sponsored

EPI WISDOMTREE TR26.6K shares-1.11%2026-06-302026-08-05

NVDA NVIDIA CORPORATION5.6K shares0.00%2026-06-302026-08-05

NLY ANNALY CAPITAL MANAGEMENT IN49.9K shares12.67%2026-06-302026-08-05

QQQ INVESCO QQQ TR1.5K shares0.00%2026-06-302026-08-05

VIK VIKING HOLDINGS LTD10.2K shares-0.49%2026-06-302026-08-05

VISA INC VISA INC3.1K shares0.00%2026-06-302026-08-05

PG PROCTER & GAMBLE CO7.1K shares-0.42%2026-06-302026-08-05

LDOS LEIDOS HOLDINGS INC10.1K shares0.00%2026-06-302026-08-05

Sponsored

KDP KEURIG DR PEPPER INC31.1K shares-2.20%2026-06-302026-08-05

MCD MCDONALDS CORP3.7K shares0.00%2026-06-302026-08-05

ASML ASML HLDG NV503 shares-0.98%2026-06-302026-08-05

BIP BROOKFIELD INFRASTRUCTURE PA27.4K shares0.00%2026-06-302026-08-05

CVX CHEVRON CORPORATION6.0K shares-2.44%2026-06-302026-08-05

ABBVIE INC ABBVIE INC3.9K shares0.00%2026-06-302026-08-05

VTV VANGUARD INDEX FDS4.4K shares0.00%2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC3.5K shares0.00%2026-06-302026-08-05

Sponsored

UBER UBER TECHNOLOGIES INC12.8K shares-0.77%2026-06-302026-08-05

PRF INVESCO EXCHANGE TRADED FD T16.6K shares0.00%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL4.0K shares0.00%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO2.6K shares0.00%2026-06-302026-08-05

CRM SALESFORCE INC5.5K shares15.96%2026-06-302026-08-05

LLY ELI LILLY & CO700 shares0.00%2026-06-302026-08-05

SCHP SCHWAB STRATEGIC TR29.4K shares-12.85%2026-06-302026-08-05

FANG DIAMONDBACK ENERGY INC4.4K shares-1.69%2026-06-302026-08-05

Sponsored

SBUX STARBUCKS CORP7.5K shares-12.80%2026-06-302026-08-05

IGOV ISHARES TR18.6K shares-0.04%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST16.2K shares0.00%2026-06-302026-08-05

PSEP INNOVATOR ETFS TRUST15.3K shares0.00%2026-06-302026-08-05

PFEB INNOVATOR ETFS TRUST16.2K shares-5.48%2026-06-302026-08-05

HD HOME DEPOT INC2.0K shares-2.84%2026-06-302026-08-05

GWW WW GRAINGER INC500 shares0.00%2026-06-302026-08-05

VXUS VANGUARD STAR FDS7.9K shares0.00%2026-06-302026-08-05

Sponsored

ISHARES TR ISHARES TR896 shares0.00%2026-06-302026-08-05

BUFF INNOVATOR ETFS TRUST12.7K shares4.54%2026-06-302026-08-05

SMBS SCHWAB STRATEGIC TR26.2K shares2.75%2026-06-302026-08-05

DE DEERE & CO1.0K shares0.00%2026-06-302026-08-05

PICB INVESCO EXCH TRADED FD TR II28.1K shares0.00%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR18.9K shares0.00%2026-06-302026-08-05

FDX FEDEX CORP2.0K shares-2.52%2026-06-302026-08-05

UL UNILEVER PLC10.0K shares1083.51%2026-06-302026-08-05

Sponsored

VUG VANGUARD INDEX FDS6.6K shares500.00%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares0.00%2026-06-302026-08-05

VTEI VANGUARD MUN BD FDS5.4K shares22.60%2026-06-302026-08-05

DOMINION ENERGY INC DOMINION ENERGY INC8.0K shares-1.84%2026-06-302026-08-05

FLJP FRANKLIN TEMPLETON ETF TR13.7K shares-3.53%2026-06-302026-08-05

PAPR INNOVATOR ETFS TRUST12.4K shares-3.30%2026-06-302026-08-05

EMR EMERSON ELEC CO3.5K shares-3.58%2026-06-302026-08-05

AMT AMERICAN TOWER CORP2.9K shares0.00%2026-06-302026-08-05

Sponsored

BJUL INNOVATOR ETFS TRUST8.9K shares-53.12%2026-06-302026-08-05

LEMB ISHARES INC11.3K shares17.92%2026-06-302026-08-05

BROADCOM INC BROADCOM INC1.2K shares-5.89%2026-06-302026-08-05

SCHV SCHWAB STRATEGIC TR12.2K shares0.00%2026-06-302026-08-05

AVB AVALONBAY CMNTYS INC2.2K shares24.51%2026-06-302026-08-05

SCMB SCHWAB STRATEGIC TR16.1K shares0.00%2026-06-302026-08-05

SCHM SCHWAB STRATEGIC TR11.2K shares-6.46%2026-06-302026-08-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.3K shares-5.56%2026-06-302026-08-05

Sponsored

EPD ENTERPRISE PRODS PARTNERS L10.8K shares-1.82%2026-06-302026-08-05

CMG CHIPOTLE MEXICAN GRILL INC11.2K shares-8.69%2026-06-302026-08-05

NVS NOVARTIS AG2.4K shares-10.69%2026-06-302026-08-05

BUFB INNOVATOR ETFS TRUST9.0K shares0.00%2026-06-302026-08-05

ISHARES TR ISHARES TR3.6K shares0.00%2026-06-302026-08-05

AVUS AMERICAN CENTY ETF TR2.7K shares0.00%2026-06-302026-08-05

ABT ABBOTT LABORATORIES3.8K shares0.00%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2026-06-302026-08-05

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP2.5K shares0.00%2026-06-302026-08-05

WMT WALMART INC2.9K shares0.00%2026-06-302026-08-05

IAUM ISHARES GOLD TRUST MICRO8.0K shares189.53%2026-06-302026-08-05

GOOGL ALPHABET INC900 shares0.00%2026-06-302026-08-05

VGT VANGUARD WORLD FD2.7K shares700.00%2026-06-302026-08-05

EWU ISHARES TR6.8K shares-5.57%2026-06-302026-08-05

FCNCA FIRST CTZNS BANCSHARES INC D150 shares0.00%2026-06-302026-08-05

MRK MERCK & CO INC2.3K shares-7.86%2026-06-302026-08-05

Sponsored

MTB M & T BK CORP1.3K shares0.00%2026-06-302026-08-05

UNP UNION PAC CORP1.1K shares0.00%2026-06-302026-08-05

XAR SPDR SERIES TRUST1.0K shares0.00%2026-06-302026-08-05

INTC INTEL CORP2.0K shares0.00%2026-06-302026-08-05

VBR VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-08-05

RSP INVESCO EXCHANGE TRADED FD T1.3K shares8.62%2026-06-302026-08-05

SCHR SCHWAB STRATEGIC TR10.6K shares12.83%2026-06-302026-08-05

SCHZ SCHWAB STRATEGIC TR11.2K shares0.00%2026-06-302026-08-05

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I4.0K sharesnew addition2026-06-302026-08-05

ELV ELEVANCE HEALTH INC FORMERLY667 shares-23.95%2026-06-302026-08-05

BIPC BROOKFIELD INFRASTRUCTURE CO6.7K shares-23.44%2026-06-302026-08-05

UPS UNITED PARCEL SVCS INC2.4K shares0.00%2026-06-302026-08-05

SCHE SCHWAB STRATEGIC TR7.0K shares4.00%2026-06-302026-08-05

WDAY WORKDAY INC2.0K shares-16.73%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC2.1K shares0.00%2026-06-302026-08-05

CSX CSX CORP5.0K shares0.00%2026-06-302026-08-05

Sponsored

CWI SPDR INDEX SHS FDS5.8K shares0.00%2026-06-302026-08-05

FAST FASTENAL CO4.8K shares0.00%2026-06-302026-08-05

LOW LOWES COS INC1.0K shares0.00%2026-06-302026-08-05

DIS DISNEY WALT CO2.4K shares0.00%2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F2.7K shares0.00%2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP443 shares0.00%2026-06-302026-08-05

TREX TREX INC4.5K shares0.00%2026-06-302026-08-05

VTIP VANGUARD MALVERN FDS4.4K shares-35.53%2026-06-302026-08-05

Sponsored

IEF ISHARES TR2.3K shares-6.07%2026-06-302026-08-05

BA BOEING CO976 shares0.00%2026-06-302026-08-05

DBEF DBX ETF TR3.5K shares0.00%2026-06-302026-08-05

LQD ISHARES TR1.8K shares0.00%2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB CO3.0K shares0.00%2026-06-302026-08-05

KYN KAYNE ANDERSON ENERGY INFRST12.6K shares0.00%2026-06-302026-08-05

J JACOBS SOLUTIONS INC1.4K shares-11.25%2026-06-302026-08-05

PFE PFIZER INC7.0K shares0.00%2026-06-302026-08-05

Sponsored

BAPR INNOVATOR ETFS TRUST3.0K shares-24.98%2026-06-302026-08-05

VOE VANGUARD INDEX FDS793 shares0.00%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS2.0K shares0.00%2026-06-302026-08-05

ZBH ZIMMER BIOMET HOLDINGS INC1.7K shares-18.76%2026-06-302026-08-05

VGIT VANGUARD SCOTTSDALE FDS2.5K shares0.00%2026-06-302026-08-05

VNQ VANGUARD INDEX FDS1.5K shares0.00%2026-06-302026-08-05

VOOG VANGUARD ADMIRAL FDS INC1.7K shares499.30%2026-06-302026-08-05

ZOETIS INC ZOETIS INC1.8K shares-47.27%2026-06-302026-08-05

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED253 shares0.00%2026-06-302026-08-05

VCSH VANGUARD SCOTTSDALE FDS1.6K shares0.00%2026-06-302026-08-05

F FORD MTR CO8.6K shares-5.47%2026-06-302026-08-05

APRH INNOVATOR ETFS TRUST4.8K shares0.00%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T160 shares0.00%2026-06-302026-08-05

CEF SPROTT ASSET MANAGEMENT LP2.8K shares-34.36%2026-06-302026-08-05

ITOT ISHARES TR683 shares0.00%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP334 shares0.00%2026-06-302026-08-05

Sponsored

IJR ISHARES TR698 shares0.00%2026-06-302026-08-05

VBK VANGUARD INDEX FDS283 shares0.00%2026-06-302026-08-05

HII HUNTINGTON INGALLS INDS INC364 shares0.00%2026-06-302026-08-05

IMTB ISHARES TR2.3K shares0.00%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR1.8K shares0.00%2026-06-302026-08-05

BLDR BUILDERS FIRSTSOURCE INC1.0K shares-6.85%2026-06-302026-08-05

PJUN INNOVATOR ETFS TRUST2.1K shares-32.26%2026-06-302026-08-05

IJUL INNOVATOR ETFS TRUST2.4K shares-38.17%2026-06-302026-08-05

Sponsored

SCHA SCHWAB STRATEGIC TR2.4K shares0.00%2026-06-302026-08-05

IGSB ISHARES TR1.6K shares0.00%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO840 shares0.00%2026-06-302026-08-05

VCIT VANGUARD SCOTTSDALE FDS972 shares56.27%2026-06-302026-08-05

DELL DELL TECHNOLOGIES INC181 shares84.69%2026-06-302026-08-05

ASTS AST SPACEMOBILE INC878 shares0.00%2026-06-302026-08-05

PPG PPG INDS INC622 shares0.00%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR393 shares0.00%2026-06-302026-08-05

Sponsored

IDNA ISHARES TR2.2K sharesnew addition2026-06-302026-08-05

EW EDWARDS LIFESCIENCES CORP800 shares0.00%2026-06-302026-08-05

USMV ISHARES TR735 shares25.64%2026-06-302026-08-05

CEG CONSTELLATION ENERGY CORP275 shares0.00%2026-06-302026-08-05

DTCR GLOBAL X FDS2.2K shares0.00%2026-06-302026-08-05

SCHC SCHWAB STRATEGIC TR1.4K shares0.00%2026-06-302026-08-05

EXC EXELON CORP1.4K shares0.00%2026-06-302026-08-05

YUM YUM BRANDS INC398 shares0.00%2026-06-302026-08-05

Sponsored

GD GENERAL DYNAMICS CORP176 shares0.00%2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING IN275 shares0.00%2026-06-302026-08-05

CP CANADIAN PACIFIC KANSAS CITY703 shares0.00%2026-06-302026-08-05

MEDTRONIC PLC MEDTRONIC PLC777 shares0.00%2026-06-302026-08-05

IFRA ISHARES TR946 shares0.00%2026-06-302026-08-05

MET METLIFE INC700 shares0.00%2026-06-302026-08-05

NTSX WISDOMTREE TR1.0K shares0.00%2026-06-302026-08-05

PJUL INNOVATOR ETFS TRUST1.2K shares0.00%2026-06-302026-08-05

Sponsored

MO ALTRIA GROUP INC786 shares0.00%2026-06-302026-08-05

SPHY SPDR SERIES TRUST2.3K shares0.35%2026-06-302026-08-05

SPSM SPDR SERIES TRUST900 shares0.00%2026-06-302026-08-05

RKLB ROCKET LAB CORP496 sharesnew addition2026-06-302026-08-05

AVUV AMERICAN CENTY ETF TR398 shares0.00%2026-06-302026-08-05

KTOS KRATOS DEFENSE & SEC SOLUTIO957 shares11.02%2026-06-302026-08-05

BTT BLACKROCK MUN TARGET TERM TR2.0K shares0.00%2026-06-302026-08-05

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC299 sharesnew addition2026-06-302026-08-05

Sponsored

CAT CATERPILLAR INC42 shares0.00%2026-06-302026-08-05

BMAY INNOVATOR ETFS TRUST800 shares0.00%2026-06-302026-08-05

TSLA TESLA INC81 shares0.00%2026-06-302026-08-05

DGRW WISDOMTREE TR350 shares0.00%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW256 shares-14.38%2026-06-302026-08-05

UJUN INNOVATOR ETFS TRUST800 shares0.00%2026-06-302026-08-05

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC1.6K shares0.00%2026-06-302026-08-05

VB VANGUARD INDEX FDS90 shares0.00%2026-06-302026-08-05

Sponsored

ULTA BEAUTY INC ULTA BEAUTY INC60 shares0.00%2026-06-302026-08-05

BOCT INNOVATOR ETFS TRUST500 shares0.00%2026-06-302026-08-05

STIP ISHARES TR250 shares0.00%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP50 shares0.00%2026-06-302026-08-05

PEG PUBLIC SVC ENTERPRISE GROUP300 shares0.00%2026-06-302026-08-05

BJAN INNOVATOR ETFS TRUST350 shares0.00%2026-06-302026-08-05

DFIV DIMENSIONAL ETF TRUST330 shares0.00%2026-06-302026-08-05

BMAR INNOVATOR ETFS TRUST300 shares0.00%2026-06-302026-08-05

Sponsored

IUSG ISHARES TR86 shares0.00%2026-06-302026-08-05

BLZE BACKBLAZE INC1.0K shares0.00%2026-06-302026-08-05

BSEP INNOVATOR ETFS TRUST300 shares0.00%2026-06-302026-08-05

BSV VANGUARD BD INDEX FDS200 shares0.00%2026-06-302026-08-05

PJAN INNOVATOR ETFS TRUST300 shares0.00%2026-06-302026-08-05

OGE OGE ENERGY CORP300 shares0.00%2026-06-302026-08-05

IUSV ISHARES TR130 shares0.00%2026-06-302026-08-05

IEMG ISHARES INC172 shares0.00%2026-06-302026-08-05

Sponsored

PDEC INNOVATOR ETFS TRUST300 shares0.00%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC33 shares0.00%2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR300 shares0.00%2026-06-302026-08-05

DFSD DIMENSIONAL ETF TRUST267 shares0.00%2026-06-302026-08-05

AMGN AMGEN INC33 shares0.00%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR220 shares0.00%2026-06-302026-08-05

MDLZ MONDELEZ INTL INC200 shares0.00%2026-06-302026-08-05

TJX TJX COS INC NEW70 shares0.00%2026-06-302026-08-05

Sponsored

SCHO SCHWAB STRATEGIC TR436 shares0.00%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR65 shares0.00%2026-06-302026-08-05

MDY STATE STR SPDR S&P MIDCAP 4014 shares0.00%2026-06-302026-08-05

IVW ISHARES TR59 shares0.00%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC10 shares0.00%2026-06-302026-08-05

VLO VALERO ENERGY CORP29 shares0.00%2026-06-302026-08-05

SWK STANLEY BLACK & DECKER INC80 shares0.00%2026-06-302026-08-05

TXN TEXAS INSTRS INC25 shares0.00%2026-06-302026-08-05

Sponsored

ALAB ASTERA LABS INC15 shares0.00%2026-06-302026-08-05

VFH VANGUARD WORLD FD51 shares2.00%2026-06-302026-08-05

IVE ISHARES TR28 shares0.00%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC72 shares0.00%2026-06-302026-08-05

O REALTY INCOME CORP100 shares0.00%2026-06-302026-08-05

AMBARELLA INC AMBARELLA INC65 shares0.00%2026-06-302026-08-05

KR KROGER CO100 shares0.00%2026-06-302026-08-05

BAC-PL BANK OF AMER CORP4 shares0.00%2026-06-302026-08-05

Sponsored

FTEC FIDELITY COVINGTON TRUST16 shares0.00%2026-06-302026-08-05

LAW CS DISCO INC1.0K shares0.00%2026-06-302026-08-05

FCOM FIDELITY COVINGTON TRUST49 shares0.00%2026-06-302026-08-05

IYW ISHARES TR13 shares0.00%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F50 shares0.00%2026-06-302026-08-05

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP17 sharesnew addition2026-06-302026-08-05

IAU ISHARES GOLD TR34 shares0.00%2026-06-302026-08-05

USIG ISHARES TR48 shares0.00%2026-06-302026-08-05

Sponsored

B BARRICK MNG CORP50 shares0.00%2026-06-302026-08-05

SCHI SCHWAB STRATEGIC TR58 shares0.00%2026-06-302026-08-05

KIM KIMCO REALTY CORP50 shares0.00%2026-06-302026-08-05

KARS KRANESHARES TRUST23 shares0.00%2026-06-302026-08-05

ABNB AIRBNB INC5 shares0.00%2026-06-302026-08-05

BTI BRITISH AMERN TOB PLC10 shares0.00%2026-06-302026-08-05

LUV SOUTHWEST AIRLS CO10 shares0.00%2026-06-302026-08-05

USHY ISHARES TR12 shares0.00%2026-06-302026-08-05

Sponsored

MRNA MODERNA INC5 shares0.00%2026-06-302026-08-05

QS QUANTUMSCAPE CORP40 shares0.00%2026-06-302026-08-05

PTON PELOTON INTERACTIVE INC30 shares0.00%2026-06-302026-08-05

LMND LEMONADE INC1 shares0.00%2026-06-302026-08-05

GOOG

ALPHABET INC

-1.60%

Shares21.5K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-0.84%

Shares25.2K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.10%

Shares14.1K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

1.20%

Shares13.8K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

0.93%

Shares163.2K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-0.48%

Shares13.5K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB STRATEGIC TR

-1.03%

Shares150.2K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

1.01%

Shares123.6K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-0.81%

Shares13.4K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

0.33%

Shares9.2K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.31%

Shares6.0K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

-0.67%

Shares44.9K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

0.00%

Shares30.4K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

-0.30%

Shares16.8K

Event2026-06-30

Filed2026-08-05

TIPX

SPDR SERIES TRUST

1.46%

Shares121.4K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

-0.29%

Shares17.0K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

-0.62%

Shares63.6K

Event2026-06-30

Filed2026-08-05

USB

US BANCORP

-0.50%

Shares29.7K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-0.19%

Shares6.7K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

3.20%

Shares2.3K

Event2026-06-30

Filed2026-08-05

BAUG

INNOVATOR ETFS TRUST

-2.98%

Shares28.0K

Event2026-06-30

Filed2026-08-05

VMBS

VANGUARD SCOTTSDALE FDS

3.92%

Shares31.8K

Event2026-06-30

Filed2026-08-05

IQV

IQVIA HLDGS INC

-6.15%

Shares7.6K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

MBB

ISHARES TR

-0.85%

Shares14.0K

Event2026-06-30

Filed2026-08-05

TOST

TOAST INC

-0.83%

Shares47.6K

Event2026-06-30

Filed2026-08-05

GNMA

ISHARES TR

-1.69%

Shares29.1K

Event2026-06-30

Filed2026-08-05

IDEV

ISHARES TR

0.00%

Shares14.0K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

BAB

INVESCO EXCH TRADED FD TR II

2.72%

Shares45.4K

Event2026-06-30

Filed2026-08-05

CBRE

CBRE GROUP INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

EPI

WISDOMTREE TR

-1.11%

Shares26.6K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-05

NLY

ANNALY CAPITAL MANAGEMENT IN

12.67%

Shares49.9K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

VIK

VIKING HOLDINGS LTD

-0.49%

Shares10.2K

Event2026-06-30

Filed2026-08-05

VISA INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

-0.42%

Shares7.1K

Event2026-06-30

Filed2026-08-05

LDOS

LEIDOS HOLDINGS INC

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-05

KDP

KEURIG DR PEPPER INC

-2.20%

Shares31.1K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

-0.98%

Shares503

Event2026-06-30

Filed2026-08-05

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares27.4K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-2.44%

Shares6.0K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

-0.77%

Shares12.8K

Event2026-06-30

Filed2026-08-05

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares16.6K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

15.96%

Shares5.5K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

0.00%

Shares700

Event2026-06-30

Filed2026-08-05

SCHP

SCHWAB STRATEGIC TR

-12.85%

Shares29.4K

Event2026-06-30

Filed2026-08-05

FANG

DIAMONDBACK ENERGY INC

-1.69%

Shares4.4K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

-12.80%

Shares7.5K

Event2026-06-30

Filed2026-08-05

IGOV

ISHARES TR

-0.04%

Shares18.6K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares16.2K

Event2026-06-30

Filed2026-08-05

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares15.3K

Event2026-06-30

Filed2026-08-05

PFEB

INNOVATOR ETFS TRUST

-5.48%

Shares16.2K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

-2.84%

Shares2.0K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC

0.00%

Shares500

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-05

ISHARES TR

0.00%

Shares896

Event2026-06-30

Filed2026-08-05

BUFF

INNOVATOR ETFS TRUST

4.54%

Shares12.7K

Event2026-06-30

Filed2026-08-05

SMBS

SCHWAB STRATEGIC TR

2.75%

Shares26.2K

Event2026-06-30

Filed2026-08-05

DEERE & CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

PICB

INVESCO EXCH TRADED FD TR II

0.00%

Shares28.1K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares18.9K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

-2.52%

Shares2.0K

Event2026-06-30

Filed2026-08-05

UNILEVER PLC

1083.51%

Shares10.0K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

500.00%

Shares6.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

VTEI

VANGUARD MUN BD FDS

22.60%

Shares5.4K

Event2026-06-30

Filed2026-08-05

DOMINION ENERGY INC

-1.84%

Shares8.0K

Event2026-06-30

Filed2026-08-05

FLJP

FRANKLIN TEMPLETON ETF TR

-3.53%

Shares13.7K

Event2026-06-30

Filed2026-08-05

PAPR

INNOVATOR ETFS TRUST

-3.30%

Shares12.4K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

-3.58%

Shares3.5K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-05

BJUL

INNOVATOR ETFS TRUST

-53.12%

Shares8.9K

Event2026-06-30

Filed2026-08-05

LEMB

ISHARES INC

17.92%

Shares11.3K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-5.89%

Shares1.2K

Event2026-06-30

Filed2026-08-05

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares12.2K

Event2026-06-30

Filed2026-08-05

AVB

AVALONBAY CMNTYS INC

24.51%

Shares2.2K

Event2026-06-30

Filed2026-08-05

SCMB

SCHWAB STRATEGIC TR

0.00%

Shares16.1K

Event2026-06-30

Filed2026-08-05

SCHM

SCHWAB STRATEGIC TR

-6.46%

Shares11.2K

Event2026-06-30

Filed2026-08-05

ACCENTURE PLC IRELAND

-5.56%

Shares3.3K

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L

-1.82%

Shares10.8K

Event2026-06-30

Filed2026-08-05

CMG

CHIPOTLE MEXICAN GRILL INC

-8.69%

Shares11.2K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

-10.69%

Shares2.4K

Event2026-06-30

Filed2026-08-05

BUFB

INNOVATOR ETFS TRUST

0.00%

Shares9.0K

Event2026-06-30

Filed2026-08-05

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-05

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-05

IAUM

ISHARES GOLD TRUST MICRO

189.53%

Shares8.0K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

0.00%

Shares900

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

700.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

EWU

ISHARES TR

-5.57%

Shares6.8K

Event2026-06-30

Filed2026-08-05

FCNCA

FIRST CTZNS BANCSHARES INC D

0.00%

Shares150

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

-7.86%

Shares2.3K

Event2026-06-30

Filed2026-08-05

MTB

M & T BK CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

XAR

SPDR SERIES TRUST

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO EXCHANGE TRADED FD T

8.62%

Shares1.3K

Event2026-06-30

Filed2026-08-05

SCHR

SCHWAB STRATEGIC TR

12.83%

Shares10.6K

Event2026-06-30

Filed2026-08-05

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares11.2K

Event2026-06-30

Filed2026-08-05

GEHC

GE HEALTHCARE TECHNOLOGIES I

New

Shares4.0K

Event2026-06-30

Filed2026-08-05

ELV

ELEVANCE HEALTH INC FORMERLY

-23.95%

Shares667

Event2026-06-30

Filed2026-08-05

BIPC

BROOKFIELD INFRASTRUCTURE CO

-23.44%

Shares6.7K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

SCHE

SCHWAB STRATEGIC TR

4.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

WDAY

WORKDAY INC

-16.73%

Shares2.0K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-05

CWI

SPDR INDEX SHS FDS

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-05

FAST

FASTENAL CO

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares443

Event2026-06-30

Filed2026-08-05

TREX

TREX INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

VTIP

VANGUARD MALVERN FDS

-35.53%

Shares4.4K

Event2026-06-30

Filed2026-08-05

IEF

ISHARES TR

-6.07%

Shares2.3K

Event2026-06-30

Filed2026-08-05

BOEING CO

0.00%

Shares976

Event2026-06-30

Filed2026-08-05

DBEF

DBX ETF TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

LQD

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares12.6K

Event2026-06-30

Filed2026-08-05

JACOBS SOLUTIONS INC

-11.25%

Shares1.4K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

BAPR

INNOVATOR ETFS TRUST

-24.98%

Shares3.0K

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS

0.00%

Shares793

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

ZBH

ZIMMER BIOMET HOLDINGS INC

-18.76%

Shares1.7K

Event2026-06-30

Filed2026-08-05

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

VOOG

VANGUARD ADMIRAL FDS INC

499.30%

Shares1.7K

Event2026-06-30

Filed2026-08-05

ZOETIS INC

-47.27%

Shares1.8K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

0.00%

Shares253

Event2026-06-30

Filed2026-08-05

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

FORD MTR CO

-5.47%

Shares8.6K

Event2026-06-30

Filed2026-08-05

APRH

INNOVATOR ETFS TRUST

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

0.00%

Shares160

Event2026-06-30

Filed2026-08-05

CEF

SPROTT ASSET MANAGEMENT LP

-34.36%

Shares2.8K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

0.00%

Shares683

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

0.00%

Shares334

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

0.00%

Shares698

Event2026-06-30

Filed2026-08-05

VBK

VANGUARD INDEX FDS

0.00%

Shares283

Event2026-06-30

Filed2026-08-05

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares364

Event2026-06-30

Filed2026-08-05

IMTB

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

BLDR

BUILDERS FIRSTSOURCE INC

-6.85%

Shares1.0K

Event2026-06-30

Filed2026-08-05

PJUN

INNOVATOR ETFS TRUST

-32.26%

Shares2.1K

Event2026-06-30

Filed2026-08-05

IJUL

INNOVATOR ETFS TRUST

-38.17%

Shares2.4K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

0.00%

Shares840

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD SCOTTSDALE FDS

56.27%

Shares972

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

84.69%

Shares181

Event2026-06-30

Filed2026-08-05

ASTS

AST SPACEMOBILE INC

0.00%

Shares878

Event2026-06-30

Filed2026-08-05

PPG

PPG INDS INC

0.00%

Shares622

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

0.00%

Shares393

Event2026-06-30

Filed2026-08-05

IDNA

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-08-05

EDWARDS LIFESCIENCES CORP

0.00%

Shares800

Event2026-06-30

Filed2026-08-05

USMV

ISHARES TR

25.64%

Shares735

Event2026-06-30

Filed2026-08-05

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares275

Event2026-06-30

Filed2026-08-05

DTCR

GLOBAL X FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

EXC

EXELON CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

YUM

YUM BRANDS INC

0.00%

Shares398

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP

0.00%

Shares176

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares275

Event2026-06-30

Filed2026-08-05

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares703

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC

0.00%

Shares777

Event2026-06-30

Filed2026-08-05

IFRA

ISHARES TR

0.00%

Shares946

Event2026-06-30

Filed2026-08-05

MET

METLIFE INC

0.00%

Shares700

Event2026-06-30

Filed2026-08-05

NTSX

WISDOMTREE TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

0.00%

Shares786

Event2026-06-30

Filed2026-08-05

SPHY

SPDR SERIES TRUST

0.35%

Shares2.3K

Event2026-06-30

Filed2026-08-05

SPSM

SPDR SERIES TRUST

0.00%

Shares900

Event2026-06-30

Filed2026-08-05

RKLB

ROCKET LAB CORP

New

Shares496

Event2026-06-30

Filed2026-08-05

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares398

Event2026-06-30

Filed2026-08-05

KTOS

KRATOS DEFENSE & SEC SOLUTIO

11.02%

Shares957

Event2026-06-30

Filed2026-08-05

BTT

BLACKROCK MUN TARGET TERM TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

FEDEX FGHT HLDG CO INC

New

Shares299

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

0.00%

Shares42

Event2026-06-30

Filed2026-08-05

BMAY

INNOVATOR ETFS TRUST

0.00%

Shares800

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

0.00%

Shares81

Event2026-06-30

Filed2026-08-05

DGRW

WISDOMTREE TR

0.00%

Shares350

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

-14.38%

Shares256

Event2026-06-30

Filed2026-08-05

UJUN

INNOVATOR ETFS TRUST

0.00%

Shares800

Event2026-06-30

Filed2026-08-05

RIVIAN AUTOMOTIVE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.00%

Shares90

Event2026-06-30

Filed2026-08-05

ULTA BEAUTY INC

0.00%

Shares60

Event2026-06-30

Filed2026-08-05

BOCT

INNOVATOR ETFS TRUST

0.00%

Shares500

Event2026-06-30

Filed2026-08-05

STIP

ISHARES TR

0.00%

Shares250

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

0.00%

Shares50

Event2026-06-30

Filed2026-08-05

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares300

Event2026-06-30

Filed2026-08-05

BJAN

INNOVATOR ETFS TRUST

0.00%

Shares350

Event2026-06-30

Filed2026-08-05

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares330

Event2026-06-30

Filed2026-08-05

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares300

Event2026-06-30

Filed2026-08-05

IUSG

ISHARES TR

0.00%

Shares86

Event2026-06-30

Filed2026-08-05

BLZE

BACKBLAZE INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares300

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD BD INDEX FDS

0.00%

Shares200

Event2026-06-30

Filed2026-08-05

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares300

Event2026-06-30

Filed2026-08-05

OGE

OGE ENERGY CORP

0.00%

Shares300

Event2026-06-30

Filed2026-08-05

IUSV

ISHARES TR

0.00%

Shares130

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

0.00%

Shares172

Event2026-06-30

Filed2026-08-05

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares300

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

0.00%

Shares33

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

0.00%

Shares300

Event2026-06-30

Filed2026-08-05

DFSD

DIMENSIONAL ETF TRUST

0.00%

Shares267

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

0.00%

Shares33

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

0.00%

Shares220

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC

0.00%

Shares200

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

0.00%

Shares70

Event2026-06-30

Filed2026-08-05

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares436

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

0.00%

Shares65

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares14

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

0.00%

Shares59

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

0.00%

Shares10

Event2026-06-30

Filed2026-08-05

VLO

VALERO ENERGY CORP

0.00%

Shares29

Event2026-06-30

Filed2026-08-05

SWK

STANLEY BLACK & DECKER INC

0.00%

Shares80

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

0.00%

Shares25

Event2026-06-30

Filed2026-08-05

ALAB

ASTERA LABS INC

0.00%

Shares15

Event2026-06-30

Filed2026-08-05

VFH

VANGUARD WORLD FD

2.00%

Shares51

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

0.00%

Shares28

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

0.00%

Shares72

Event2026-06-30

Filed2026-08-05

REALTY INCOME CORP

0.00%

Shares100

Event2026-06-30

Filed2026-08-05

AMBARELLA INC

0.00%

Shares65

Event2026-06-30

Filed2026-08-05

KROGER CO

0.00%

Shares100

Event2026-06-30

Filed2026-08-05

BAC-PL

BANK OF AMER CORP

0.00%

Shares4

Event2026-06-30

Filed2026-08-05

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares16

Event2026-06-30

Filed2026-08-05

LAW

CS DISCO INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

FCOM

FIDELITY COVINGTON TRUST

0.00%

Shares49

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

0.00%

Shares13

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares50

Event2026-06-30

Filed2026-08-05

SPACE EXPLORATION TECHN CORP

New

Shares17

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

0.00%

Shares34

Event2026-06-30

Filed2026-08-05

USIG

ISHARES TR

0.00%

Shares48

Event2026-06-30

Filed2026-08-05

BARRICK MNG CORP

0.00%

Shares50

Event2026-06-30

Filed2026-08-05

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares58

Event2026-06-30

Filed2026-08-05

KIM

KIMCO REALTY CORP

0.00%

Shares50

Event2026-06-30

Filed2026-08-05

KARS

KRANESHARES TRUST

0.00%

Shares23

Event2026-06-30

Filed2026-08-05

ABNB

AIRBNB INC

0.00%

Shares5

Event2026-06-30

Filed2026-08-05

BTI

BRITISH AMERN TOB PLC

0.00%

Shares10

Event2026-06-30

Filed2026-08-05

LUV

SOUTHWEST AIRLS CO

0.00%

Shares10

Event2026-06-30

Filed2026-08-05

USHY

ISHARES TR

0.00%

Shares12

Event2026-06-30

Filed2026-08-05

MRNA

MODERNA INC

0.00%

Shares5

Event2026-06-30

Filed2026-08-05

QUANTUMSCAPE CORP

0.00%

Shares40

Event2026-06-30

Filed2026-08-05

PTON

PELOTON INTERACTIVE INC

0.00%

Shares30

Event2026-06-30

Filed2026-08-05

LMND

LEMONADE INC

0.00%

Shares1

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available