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The Analysis of Clearstead Trust, LLC's Holdings & P&L

Currently, Clearstead Trust, LLC holds 970 types of securities in its portfolio with a total value $765.0M. In the most recent quarter, they have increased their positions in IWF (+216.8K shares, valued at $26.9M), ILCG (+176.2K shares, valued at $20.6M), QQQ (+11.7K shares, valued at $8.6M); decreased their positions in N/A (-6.7K shares, valued at $6.5M), N/A (-13.7K shares, valued at $3.0M), N/A (-5.0K shares, valued at $1.6M); initiated new positions in N/A (+3.3K shares, valued at $730.0K), N/A (+3.3K shares, valued at $720.8K), STM (+1.7K shares, valued at $125.3K).

1M P&L

-9.2M-1.43%

3M P&L

+13.7M+2.19%

HY P&L

+2.0M+0.32%

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/A390.3M

59.5%

2Semiconductors35.5M

5.4%

3Consumer Electronics31.6M

4.8%

Top Industries by Stock Count

1N/A155 stocks

18.3%

2Banks - Regional25 stocks

3.0%

3Semiconductors21 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR163.5K shares7.68%2026-06-302026-08-06

ILCG ISHARES TR734.0K shares31.58%2026-06-302026-08-06

QLD PROSHARES TR772.6K shares5.28%2026-06-302026-08-06

IWF ISHARES TR275.2K shares371.67%2026-06-302026-08-06

AAPL APPLE INC109.1K shares0.75%2026-06-302026-08-06

MSFT MICROSOFT CORP59.9K shares-0.11%2026-06-302026-08-06

NVDA NVIDIA CORPORATION107.1K shares-0.10%2026-06-302026-08-06

GOOGL ALPHABET INC53.8K shares-1.97%2026-06-302026-08-06

Sponsored

CGCV CAPITAL GROUP CONSERVATIVE E535.8K shares4.29%2026-06-302026-08-06

BROADCOM INC BROADCOM INC45.5K shares-0.36%2026-06-302026-08-06

AMZN AMAZON COM INC69.7K shares1.30%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL15.8K shares-29.76%2026-06-302026-08-06

BIL SPDR SERIES TRUST139.0K shares-4.02%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO34.6K shares-12.69%2026-06-302026-08-06

ISHARES TR ISHARES TR12.9K shares8.77%2026-06-302026-08-06

GOOG ALPHABET INC23.7K shares-0.79%2026-06-302026-08-06

Sponsored

VISA INC VISA INC23.6K shares-0.53%2026-06-302026-08-06

LLY ELI LILLY & CO6.7K shares0.97%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON26.0K shares-2.11%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.7K shares-0.06%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC10.7K shares1.65%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F105.1K shares-19.23%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC12.0K shares-2.39%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL11.1K shares0.20%2026-06-302026-08-06

Sponsored

DE DEERE & CO8.0K shares0.35%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC14.6K shares-0.49%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED8.0K shares-1.09%2026-06-302026-08-06

LIN LINDE PLC7.7K shares0.51%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR120.2K shares5.06%2026-06-302026-08-06

TMO THERMO FISHER SCIENTIFIC INC7.5K shares-0.78%2026-06-302026-08-06

CVX CHEVRON CORPORATION22.0K shares-0.64%2026-06-302026-08-06

O REALTY INCOME CORP58.5K shares11.95%2026-06-302026-08-06

Sponsored

MCD MCDONALDS CORP13.4K shares0.53%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC4.9K shares0.04%2026-06-302026-08-06

TJX TJX COS INC NEW23.1K shares-0.43%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP24.7K shares-7.72%2026-06-302026-08-06

VOO VANGUARD INDEX FDS4.9K shares4.18%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING IN14.8K shares-6.20%2026-06-302026-08-06

ABBVIE INC ABBVIE INC13.2K shares-2.54%2026-06-302026-08-06

CGXU CAPITAL GROUP INTL FOCUS EQT95.6K shares23.56%2026-06-302026-08-06

Sponsored

QUANTA SVCS INC QUANTA SVCS INC4.2K shares1597.98%2026-06-302026-08-06

SYK STRYKER CORPORATION9.3K shares1.04%2026-06-302026-08-06

APH AMPHENOL CORP15.0K shares-0.76%2026-06-302026-08-06

CAT CATERPILLAR INC2.5K shares4.45%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC22.3K shares-8.21%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC4.6K shares17.19%2026-06-302026-08-06

MRK MERCK & CO INC19.4K shares-0.38%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS8.7K shares-6.42%2026-06-302026-08-06

Sponsored

GLW CORNING INC9.6K shares-13.68%2026-06-302026-08-06

WEC WEC ENERGY GROUP INC18.6K shares0.49%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC24.1K shares0.02%2026-06-302026-08-06

IAU ISHARES GOLD TR27.1K shares0.24%2026-06-302026-08-06

HD HOME DEPOT INC5.7K shares-1.31%2026-06-302026-08-06

AMT AMERICAN TOWER CORP11.2K shares-0.69%2026-06-302026-08-06

PG PROCTER & GAMBLE CO12.1K shares-0.34%2026-06-302026-08-06

FTAI FTAI AVIATION LTD6.4K shares44.32%2026-06-302026-08-06

Sponsored

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V6.0K shares0.00%2026-06-302026-08-06

IWP ISHARES TR11.3K shares0.00%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-08-06

UNP UNION PAC CORP5.3K shares68.85%2026-06-302026-08-06

DIS DISNEY WALT CO14.6K shares-4.72%2026-06-302026-08-06

ITW ILLINOIS TOOL WKS INC5.0K shares-3.08%2026-06-302026-08-06

ETN EATON CORP PLC3.1K shares-3.33%2026-06-302026-08-06

GEV GE VERNOVA INC1.1K shares6.86%2026-06-302026-08-06

Sponsored

UBER UBER TECHNOLOGIES INC16.8K shares-32.65%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP13.1K shares-6.21%2026-06-302026-08-06

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC3.9K shares0.05%2026-06-302026-08-06

TT TRANE TECHNOLOGIES PLC2.4K shares0.89%2026-06-302026-08-06

ORLY O'Reilly Automotive Inc12.3K shares0.00%2026-06-302026-08-06

WMT WALMART INC9.5K shares0.06%2026-06-302026-08-06

ABT ABBOTT LABORATORIES11.8K shares-4.27%2026-06-302026-08-06

EQIX EQUINIX INC1.0K shares1.29%2026-06-302026-08-06

Sponsored

VEA VANGUARD TAX-MANAGED FDS14.8K shares2.08%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.5K shares-0.04%2026-06-302026-08-06

BN Brookfield Corp ADR24.1K shares0.00%2026-06-302026-08-06

KO COCA COLA CO11.5K shares0.00%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION4.8K shares0.00%2026-06-302026-08-06

ED CONSOLIDATED EDISON INC8.2K shares-14.65%2026-06-302026-08-06

IXUS ISHARES TR9.3K shares16.35%2026-06-302026-08-06

BIP Brookfield Infrastructure Partners LP23.7K shares0.00%2026-06-302026-08-06

Sponsored

NBSD NEUBERGER BERMAN ETF TRUST16.5K shares42.52%2026-06-302026-08-06

ATO ATMOS ENERGY CORP4.8K shares0.25%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II2.7K shares-16.06%2026-06-302026-08-06

IJH ISHARES TR10.2K shares-0.06%2026-06-302026-08-06

FBND FIDELITY MERRIMACK STR TR16.5K shares0.00%2026-06-302026-08-06

IQV IQVIA HLDGS INC3.9K shares0.52%2026-06-302026-08-06

IDEXX LABS INC IDEXX LABS INC1.4K shares-4.37%2026-06-302026-08-06

CDNS CADENCE DESIGN SYSTEM INC2.0K shares2.11%2026-06-302026-08-06

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC3.3K sharesnew addition2026-06-302026-08-06

CME CME GROUP INC3.3K shares-6.44%2026-06-302026-08-06

ROK ROCKWELL AUTOMATION INC1.5K shares0.00%2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.3K sharesnew addition2026-06-302026-08-06

DHR DANAHER CORP DEL3.8K shares-5.31%2026-06-302026-08-06

IGSB ISHARES TR13.6K shares0.00%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO7.3K shares0.36%2026-06-302026-08-06

ARK ETF TR ARK ETF TR5.1K shares0.00%2026-06-302026-08-06

Sponsored

NETFLIX INC. NETFLIX INC.8.7K shares-3.86%2026-06-302026-08-06

VB VANGUARD INDEX FDS2.0K shares-1.34%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO1.8K shares0.00%2026-06-302026-08-06

LNG CHENIERE ENERGY INC2.5K shares0.00%2026-06-302026-08-06

SMMD ISHARES TR6.4K shares232.59%2026-06-302026-08-06

PEP PEPSICO INC4.3K shares-27.83%2026-06-302026-08-06

ARK ETF TR ARK ETF TR4.0K shares0.00%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED1.7K shares2.08%2026-06-302026-08-06

Sponsored

ARK ETF TR ARK ETF TR7.0K shares0.00%2026-06-302026-08-06

PFE PFIZER INC23.1K shares-16.12%2026-06-302026-08-06

SHEL SHELL PLC7.0K shares-2.82%2026-06-302026-08-06

HELO J P MORGAN EXCHANGE TRADED F7.8K shares13.48%2026-06-302026-08-06

STT STATE STR CORP3.0K shares0.00%2026-06-302026-08-06

VXUS VANGUARD STAR FDS6.0K shares-1.70%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR2.6K shares0.00%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-08-06

Sponsored

MU MICRON TECHNOLOGY INC419 shares0.96%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F8.1K shares-8.01%2026-06-302026-08-06

CLS CELESTICA INC1.3K shares0.00%2026-06-302026-08-06

VO VANGUARD INDEX FDS5.9K shares291.57%2026-06-302026-08-06

SHW SHERWIN WILLIAMS CO1.3K shares2.75%2026-06-302026-08-06

INTC INTEL CORP3.2K shares2.61%2026-06-302026-08-06

IBDR ISHARES TR18.2K shares0.00%2026-06-302026-08-06

IBDS ISHARES TR18.1K shares0.00%2026-06-302026-08-06

Sponsored

IBDT ISHARES TR17.0K shares0.00%2026-06-302026-08-06

IBDU ISHARES TR18.5K shares0.00%2026-06-302026-08-06

ANET ARISTA NETWORKS INC2.5K shares0.00%2026-06-302026-08-06

IBDV ISHARES TR19.6K shares0.00%2026-06-302026-08-06

IBDW ISHARES TR20.4K shares0.00%2026-06-302026-08-06

VXF Vanguard Extended Market ETF1.7K shares11.47%2026-06-302026-08-06

FDX FEDEX CORP1.3K shares0.00%2026-06-302026-08-06

BKNG BOOKING HOLDINGS INC2.3K shares2139.60%2026-06-302026-08-06

Sponsored

SBUX STARBUCKS CORP3.9K shares-1.68%2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L10.8K shares-0.07%2026-06-302026-08-06

ASTRAZENECA PLC ASTRAZENECA PLC2.1K shares0.00%2026-06-302026-08-06

TSLA TESLA INC935 shares-0.95%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP394 shares0.00%2026-06-302026-08-06

DLTR DOLLAR TREE INC3.1K shares0.00%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP738 shares-1.07%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR12.7K shares0.00%2026-06-302026-08-06

Sponsored

VZ VERIZON COMMUNICATIONS INC8.6K shares-3.19%2026-06-302026-08-06

ARES CAPITAL CORP ARES CAPITAL CORP19.5K shares-27.27%2026-06-302026-08-06

PHB INVESCO EXCH TRADED FD TR II19.6K shares0.00%2026-06-302026-08-06

ECL ECOLAB INC1.3K shares-9.78%2026-06-302026-08-06

SHY ISHARES TR4.2K shares-0.19%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW2.7K shares0.00%2026-06-302026-08-06

TXN TEXAS INSTRS INC1.1K shares1.69%2026-06-302026-08-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F5.4K shares-14.50%2026-06-302026-08-06

Sponsored

ISHARES TR ISHARES TR3.3K shares0.00%2026-06-302026-08-06

SYY SYSCO CORP3.9K shares-6.85%2026-06-302026-08-06

NVO NOVO-NORDISK A S6.7K shares-3.39%2026-06-302026-08-06

BAC BANK OF AMER CORP5.6K shares-28.15%2026-06-302026-08-06

QCOM QUALCOMM INC1.7K shares6.25%2026-06-302026-08-06

LOW LOWES COS INC1.4K shares0.00%2026-06-302026-08-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.5K shares-14.69%2026-06-302026-08-06

SRLN SSGA ACTIVE ETF TR7.7K shares0.00%2026-06-302026-08-06

Sponsored

BEP Brookfield Renewable Partners LP8.9K shares0.00%2026-06-302026-08-06

CRM SALESFORCE INC2.0K shares-12.54%2026-06-302026-08-06

AKRE PROFESIONALLY MANAGED PORTFO5.6K shares0.00%2026-06-302026-08-06

IJR ISHARES TR2.0K shares0.00%2026-06-302026-08-06

TD TORONTO DOMINION BK ONT2.4K shares-0.17%2026-06-302026-08-06

GD GENERAL DYNAMICS CORP815 shares-0.24%2026-06-302026-08-06

CTAS CINTAS CORP1.7K shares-2.45%2026-06-302026-08-06

GE GE AEROSPACE734 shares1.52%2026-06-302026-08-06

Sponsored

CARR CARRIER GLOBAL CORPORATION3.7K shares-4.17%2026-06-302026-08-06

EFA iShares MSCI EAFE ETF2.6K shares0.00%2026-06-302026-08-06

ARK ETF TR ARK ETF TR6.7K shares0.00%2026-06-302026-08-06

F FORD MTR CO18.9K shares0.53%2026-06-302026-08-06

EEM iShares MSCI Emerging Markets3.8K shares0.00%2026-06-302026-08-06

INTU INTUIT982 shares-0.71%2026-06-302026-08-06

HDV ISHARES TR9.3K shares400.00%2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC583 shares1.57%2026-06-302026-08-06

Sponsored

AEROVIRONMENT INC AEROVIRONMENT INC1.5K shares0.00%2026-06-302026-08-06

GLD SPDR Gold Shares664 shares-7.00%2026-06-302026-08-06

NSC NORFOLK SOUTHN CORP755 shares-0.26%2026-06-302026-08-06

EMR EMERSON ELEC CO1.6K shares0.00%2026-06-302026-08-06

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.2.6K shares-0.08%2026-06-302026-08-06

FLTB FIDELITY MERRIMACK STR TR4.7K shares0.00%2026-06-302026-08-06

AEE AMEREN CORP2.1K shares0.00%2026-06-302026-08-06

OKE ONEOK INC NEW2.6K shares0.15%2026-06-302026-08-06

Sponsored

PGR Progressive Corp1.0K shares-83.19%2026-06-302026-08-06

ISHARES TR ISHARES TR2.4K shares4.84%2026-06-302026-08-06

FDHY FIDELITY COVINGTON TRUST4.6K shares0.00%2026-06-302026-08-06

ALAB ASTERA LABS INC463 shares0.22%2026-06-302026-08-06

CL COLGATE PALMOLIVE CO2.4K shares-0.16%2026-06-302026-08-06

VTV VANGUARD INDEX FDS995 shares-6.13%2026-06-302026-08-06

VCSH Vanguard Scottsdale Fds2.7K shares-18.98%2026-06-302026-08-06

BSCS Invesco Slf Idx Blsh 28 ETF10.4K shares-3.43%2026-06-302026-08-06

Sponsored

BSCT Invesco Slf Idx Buletshs 2029 ETF11.3K shares-3.43%2026-06-302026-08-06

BSCU Invesco Slf Idx 30 Corp ETF12.6K shares-3.43%2026-06-302026-08-06

IWN ISHARES TR946 shares0.00%2026-06-302026-08-06

BSCX Invesco Slf Idx Bulletsh 20339.9K shares-3.44%2026-06-302026-08-06

ORACLE CORP ORACLE CORP1.4K shares-2.22%2026-06-302026-08-06

DGX QUEST DIAGNOSTICS INC944 shares0.75%2026-06-302026-08-06

DSI I Shares MSCI KLD 400 Social ETF1.4K shares0.00%2026-06-302026-08-06

MOG.A MOOG INC469 shares0.21%2026-06-302026-08-06

Sponsored

WELL WELLTOWER INC871 shares0.00%2026-06-302026-08-06

OGS ONE GAS INC2.6K shares5.05%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR5.8K shares0.00%2026-06-302026-08-06

PPG PPG Industries Inc.1.5K shares-0.19%2026-06-302026-08-06

3M CO 3M CO1.2K shares-39.23%2026-06-302026-08-06

HAL HALLIBURTON CO5.4K shares-1.35%2026-06-302026-08-06

IJK iShares S&P Midcap 400 Growth Index1.6K shares0.00%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC239 shares0.42%2026-06-302026-08-06

Sponsored

MDLZ MONDELEZ INTL INC3.1K shares1.48%2026-06-302026-08-06

QUAL ISHARES TR811 shares0.00%2026-06-302026-08-06

GWW WW GRAINGER INC129 shares0.78%2026-06-302026-08-06

GSAT GLOBALSTAR INC2.1K shares0.00%2026-06-302026-08-06

KLAC KLA CORP570 shares776.92%2026-06-302026-08-06

ASML ASML HLDG NV86 shares-23.89%2026-06-302026-08-06

IHI iShares US Medical Devices ETF3.4K shares0.00%2026-06-302026-08-06

IVW ISHARES TR1.2K shares0.00%2026-06-302026-08-06

Sponsored

IDV ISHARES TR3.8K shares12.29%2026-06-302026-08-06

ZOETIS INC ZOETIS INC2.2K shares-27.49%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.3K shares0.53%2026-06-302026-08-06

VLUE ISHARES TR780 shares0.00%2026-06-302026-08-06

FI FISERV INC3.2K shares0.00%2026-06-302026-08-06

WASTE MGMT INC DEL WASTE MGMT INC DEL696 shares-95.16%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T200 shares13.64%2026-06-302026-08-06

T AT&T INC7.2K shares-7.18%2026-06-302026-08-06

Sponsored

VUG VANGUARD INDEX FDS1.7K shares489.44%2026-06-302026-08-06

MS MORGAN STANLEY683 shares-1.44%2026-06-302026-08-06

IJJ iShares S&P Midcap 400 Value920 shares0.00%2026-06-302026-08-06

CSX CSX CORP2.8K shares0.00%2026-06-302026-08-06

DWX SPDR INDEX SHS FDS2.9K shares0.00%2026-06-302026-08-06

CMCSA COMCAST CORP NEW5.4K shares-15.33%2026-06-302026-08-06

DVN DEVON ENERGY CORP NEW3.2K shares14.24%2026-06-302026-08-06

COP CONOCOPHILLIPS1.3K shares0.00%2026-06-302026-08-06

Sponsored

APD AIR PRODUCTS AND CHEMICALS I437 shares7.90%2026-06-302026-08-06

SYF SYNCHRONY FINANCIAL1.7K shares0.00%2026-06-302026-08-06

IEMG ISHARES INC1.5K shares0.00%2026-06-302026-08-06

DTD WISDOMTREE TR1.4K shares0.00%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR3.5K shares0.00%2026-06-302026-08-06

STM STMICROELECTRONICS N V1.7K sharesnew addition2026-06-302026-08-06

MMC MARSH & MCLENNAN COS INC751 shares12.43%2026-06-302026-08-06

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SNDK SANDISK CORP50 shares257.14%2026-06-302026-08-06

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

PSX PHILLIPS 66660 shares0.00%2026-06-302026-08-06

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WFC WELLS FARGO & CO1.3K shares-16.41%2026-06-302026-08-06

AMGN AMGEN INC305 shares0.00%2026-06-302026-08-06

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IRDM IRIDIUM COMMUNICATIONS INC1.8K sharesnew addition2026-06-302026-08-06

C CITIGROUP INC707 shares0.00%2026-06-302026-08-06

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ONB OLD NATL BANCORP IND663 shares0.00%2026-06-302026-08-06

Sponsored

OHI OMEGA HEALTHCARE INVS INC360 shares0.00%2026-06-302026-08-06

UBSI UNITED BANKSHARES INC WEST V374 shares72.35%2026-06-302026-08-06

SNDR SCHNEIDER NATIONAL INC469 shares0.00%2026-06-302026-08-06

KEY KEYCORP742 shares0.00%2026-06-302026-08-06

QQQ

INVESCO QQQ TR

7.68%

Shares163.5K

Event2026-06-30

Filed2026-08-06

ILCG

ISHARES TR

31.58%

Shares734.0K

Event2026-06-30

Filed2026-08-06

QLD

PROSHARES TR

5.28%

Shares772.6K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

371.67%

Shares275.2K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

0.75%

Shares109.1K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-0.11%

Shares59.9K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-0.10%

Shares107.1K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-1.97%

Shares53.8K

Event2026-06-30

Filed2026-08-06

CGCV

CAPITAL GROUP CONSERVATIVE E

4.29%

Shares535.8K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-0.36%

Shares45.5K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

1.30%

Shares69.7K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

-29.76%

Shares15.8K

Event2026-06-30

Filed2026-08-06

BIL

SPDR SERIES TRUST

-4.02%

Shares139.0K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-12.69%

Shares34.6K

Event2026-06-30

Filed2026-08-06

ISHARES TR

8.77%

Shares12.9K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-0.79%

Shares23.7K

Event2026-06-30

Filed2026-08-06

VISA INC

-0.53%

Shares23.6K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

0.97%

Shares6.7K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-2.11%

Shares26.0K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-0.06%

Shares6.7K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

1.65%

Shares10.7K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

-19.23%

Shares105.1K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.39%

Shares12.0K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.20%

Shares11.1K

Event2026-06-30

Filed2026-08-06

DEERE & CO

0.35%

Shares8.0K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

-0.49%

Shares14.6K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

-1.09%

Shares8.0K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

0.51%

Shares7.7K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

5.06%

Shares120.2K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

-0.78%

Shares7.5K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-0.64%

Shares22.0K

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORP

11.95%

Shares58.5K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

0.53%

Shares13.4K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

0.04%

Shares4.9K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

-0.43%

Shares23.1K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-7.72%

Shares24.7K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

4.18%

Shares4.9K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

-6.20%

Shares14.8K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-2.54%

Shares13.2K

Event2026-06-30

Filed2026-08-06

CGXU

CAPITAL GROUP INTL FOCUS EQT

23.56%

Shares95.6K

Event2026-06-30

Filed2026-08-06

QUANTA SVCS INC

1597.98%

Shares4.2K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

1.04%

Shares9.3K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

-0.76%

Shares15.0K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

4.45%

Shares2.5K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-8.21%

Shares22.3K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

17.19%

Shares4.6K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

-0.38%

Shares19.4K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-6.42%

Shares8.7K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

-13.68%

Shares9.6K

Event2026-06-30

Filed2026-08-06

WEC

WEC ENERGY GROUP INC

0.49%

Shares18.6K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

0.02%

Shares24.1K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

0.24%

Shares27.1K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-1.31%

Shares5.7K

Event2026-06-30

Filed2026-08-06

AMT

AMERICAN TOWER CORP

-0.69%

Shares11.2K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-0.34%

Shares12.1K

Event2026-06-30

Filed2026-08-06

FTAI

FTAI AVIATION LTD

44.32%

Shares6.4K

Event2026-06-30

Filed2026-08-06

NXP SEMICONDUCTORS N V

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-06

IWP

ISHARES TR

0.00%

Shares11.3K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

68.85%

Shares5.3K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-4.72%

Shares14.6K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

-3.08%

Shares5.0K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

-3.33%

Shares3.1K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

6.86%

Shares1.1K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

-32.65%

Shares16.8K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

-6.21%

Shares13.1K

Event2026-06-30

Filed2026-08-06

ALNYLAM PHARMACEUTICALS INC

0.05%

Shares3.9K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

0.89%

Shares2.4K

Event2026-06-30

Filed2026-08-06

ORLY

O'Reilly Automotive Inc

0.00%

Shares12.3K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

0.06%

Shares9.5K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-4.27%

Shares11.8K

Event2026-06-30

Filed2026-08-06

EQIX

EQUINIX INC

1.29%

Shares1.0K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

2.08%

Shares14.8K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-0.04%

Shares2.5K

Event2026-06-30

Filed2026-08-06

Brookfield Corp ADR

0.00%

Shares24.1K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

-14.65%

Shares8.2K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

16.35%

Shares9.3K

Event2026-06-30

Filed2026-08-06

BIP

Brookfield Infrastructure Partners LP

0.00%

Shares23.7K

Event2026-06-30

Filed2026-08-06

NBSD

NEUBERGER BERMAN ETF TRUST

42.52%

Shares16.5K

Event2026-06-30

Filed2026-08-06

ATO

ATMOS ENERGY CORP

0.25%

Shares4.8K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

-16.06%

Shares2.7K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

-0.06%

Shares10.2K

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY MERRIMACK STR TR

0.00%

Shares16.5K

Event2026-06-30

Filed2026-08-06

IQV

IQVIA HLDGS INC

0.52%

Shares3.9K

Event2026-06-30

Filed2026-08-06

IDEXX LABS INC

-4.37%

Shares1.4K

Event2026-06-30

Filed2026-08-06

CDNS

CADENCE DESIGN SYSTEM INC

2.11%

Shares2.0K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares3.3K

Event2026-06-30

Filed2026-08-06

CME

CME GROUP INC

-6.44%

Shares3.3K

Event2026-06-30

Filed2026-08-06

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares3.3K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP DEL

-5.31%

Shares3.8K

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

0.36%

Shares7.3K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

-3.86%

Shares8.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-1.34%

Shares2.0K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

LNG

CHENIERE ENERGY INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

SMMD

ISHARES TR

232.59%

Shares6.4K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

-27.83%

Shares4.3K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

2.08%

Shares1.7K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

-16.12%

Shares23.1K

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

-2.82%

Shares7.0K

Event2026-06-30

Filed2026-08-06

HELO

J P MORGAN EXCHANGE TRADED F

13.48%

Shares7.8K

Event2026-06-30

Filed2026-08-06

STT

STATE STR CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

-1.70%

Shares6.0K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

0.96%

Shares419

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

-8.01%

Shares8.1K

Event2026-06-30

Filed2026-08-06

CLS

CELESTICA INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

291.57%

Shares5.9K

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS CO

2.75%

Shares1.3K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

2.61%

Shares3.2K

Event2026-06-30

Filed2026-08-06

IBDR

ISHARES TR

0.00%

Shares18.2K

Event2026-06-30

Filed2026-08-06

IBDS

ISHARES TR

0.00%

Shares18.1K

Event2026-06-30

Filed2026-08-06

IBDT

ISHARES TR

0.00%

Shares17.0K

Event2026-06-30

Filed2026-08-06

IBDU

ISHARES TR

0.00%

Shares18.5K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

IBDV

ISHARES TR

0.00%

Shares19.6K

Event2026-06-30

Filed2026-08-06

IBDW

ISHARES TR

0.00%

Shares20.4K

Event2026-06-30

Filed2026-08-06

VXF

Vanguard Extended Market ETF

11.47%

Shares1.7K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

BKNG

BOOKING HOLDINGS INC

2139.60%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

-1.68%

Shares3.9K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

-0.07%

Shares10.8K

Event2026-06-30

Filed2026-08-06

ASTRAZENECA PLC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

-0.95%

Shares935

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

0.00%

Shares394

Event2026-06-30

Filed2026-08-06

DLTR

DOLLAR TREE INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

-1.07%

Shares738

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares12.7K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

-3.19%

Shares8.6K

Event2026-06-30

Filed2026-08-06

ARES CAPITAL CORP

-27.27%

Shares19.5K

Event2026-06-30

Filed2026-08-06

PHB

INVESCO EXCH TRADED FD TR II

0.00%

Shares19.6K

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

-9.78%

Shares1.3K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

-0.19%

Shares4.2K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

1.69%

Shares1.1K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

-14.50%

Shares5.4K

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

-6.85%

Shares3.9K

Event2026-06-30

Filed2026-08-06

NVO

NOVO-NORDISK A S

-3.39%

Shares6.7K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-28.15%

Shares5.6K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

6.25%

Shares1.7K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

-14.69%

Shares2.5K

Event2026-06-30

Filed2026-08-06

SRLN

SSGA ACTIVE ETF TR

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-06

BEP

Brookfield Renewable Partners LP

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

-12.54%

Shares2.0K

Event2026-06-30

Filed2026-08-06

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

TORONTO DOMINION BK ONT

-0.17%

Shares2.4K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

-0.24%

Shares815

Event2026-06-30

Filed2026-08-06

CTAS

CINTAS CORP

-2.45%

Shares1.7K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

1.52%

Shares734

Event2026-06-30

Filed2026-08-06

CARR

CARRIER GLOBAL CORPORATION

-4.17%

Shares3.7K

Event2026-06-30

Filed2026-08-06

EFA

iShares MSCI EAFE ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-06

FORD MTR CO

0.53%

Shares18.9K

Event2026-06-30

Filed2026-08-06

EEM

iShares MSCI Emerging Markets

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-06

INTU

INTUIT

-0.71%

Shares982

Event2026-06-30

Filed2026-08-06

HDV

ISHARES TR

400.00%

Shares9.3K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

1.57%

Shares583

Event2026-06-30

Filed2026-08-06

AEROVIRONMENT INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

GLD

SPDR Gold Shares

-7.00%

Shares664

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

-0.26%

Shares755

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

MICROCHIP TECHNOLOGY INC.

-0.08%

Shares2.6K

Event2026-06-30

Filed2026-08-06

FLTB

FIDELITY MERRIMACK STR TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-06

AEE

AMEREN CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

OKE

ONEOK INC NEW

0.15%

Shares2.6K

Event2026-06-30

Filed2026-08-06

PGR

Progressive Corp

-83.19%

Shares1.0K

Event2026-06-30

Filed2026-08-06

ISHARES TR

4.84%

Shares2.4K

Event2026-06-30

Filed2026-08-06

FDHY

FIDELITY COVINGTON TRUST

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-06

ALAB

ASTERA LABS INC

0.22%

Shares463

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

-0.16%

Shares2.4K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

-6.13%

Shares995

Event2026-06-30

Filed2026-08-06

VCSH

Vanguard Scottsdale Fds

-18.98%

Shares2.7K

Event2026-06-30

Filed2026-08-06

BSCS

Invesco Slf Idx Blsh 28 ETF

-3.43%

Shares10.4K

Event2026-06-30

Filed2026-08-06

BSCT

Invesco Slf Idx Buletshs 2029 ETF

-3.43%

Shares11.3K

Event2026-06-30

Filed2026-08-06

BSCU

Invesco Slf Idx 30 Corp ETF

-3.43%

Shares12.6K

Event2026-06-30

Filed2026-08-06

IWN

ISHARES TR

0.00%

Shares946

Event2026-06-30

Filed2026-08-06

BSCX

Invesco Slf Idx Bulletsh 2033

-3.44%

Shares9.9K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-2.22%

Shares1.4K

Event2026-06-30

Filed2026-08-06

DGX

QUEST DIAGNOSTICS INC

0.75%

Shares944

Event2026-06-30

Filed2026-08-06

DSI

I Shares MSCI KLD 400 Social ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

MOG.A

MOOG INC

0.21%

Shares469

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

0.00%

Shares871

Event2026-06-30

Filed2026-08-06

OGS

ONE GAS INC

5.05%

Shares2.6K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-06

PPG

PPG Industries Inc.

-0.19%

Shares1.5K

Event2026-06-30

Filed2026-08-06

3M CO

-39.23%

Shares1.2K

Event2026-06-30

Filed2026-08-06

HAL

HALLIBURTON CO

-1.35%

Shares5.4K

Event2026-06-30

Filed2026-08-06

IJK

iShares S&P Midcap 400 Growth Index

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

0.42%

Shares239

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTL INC

1.48%

Shares3.1K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

0.00%

Shares811

Event2026-06-30

Filed2026-08-06

GWW

WW GRAINGER INC

0.78%

Shares129

Event2026-06-30

Filed2026-08-06

GSAT

GLOBALSTAR INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

776.92%

Shares570

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

-23.89%

Shares86

Event2026-06-30

Filed2026-08-06

IHI

iShares US Medical Devices ETF

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

IDV

ISHARES TR

12.29%

Shares3.8K

Event2026-06-30

Filed2026-08-06

ZOETIS INC

-27.49%

Shares2.2K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

0.53%

Shares1.3K

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES TR

0.00%

Shares780

Event2026-06-30

Filed2026-08-06

FISERV INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

-95.16%

Shares696

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

13.64%

Shares200

Event2026-06-30

Filed2026-08-06

AT&T INC

-7.18%

Shares7.2K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

489.44%

Shares1.7K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

-1.44%

Shares683

Event2026-06-30

Filed2026-08-06

IJJ

iShares S&P Midcap 400 Value

0.00%

Shares920

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

DWX

SPDR INDEX SHS FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP NEW

-15.33%

Shares5.4K

Event2026-06-30

Filed2026-08-06

DVN

DEVON ENERGY CORP NEW

14.24%

Shares3.2K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

7.90%

Shares437

Event2026-06-30

Filed2026-08-06

SYF

SYNCHRONY FINANCIAL

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

DTD

WISDOMTREE TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

STM

STMICROELECTRONICS N V

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

MMC

MARSH & MCLENNAN COS INC

12.43%

Shares751

Event2026-06-30

Filed2026-08-06

PRMB

PRIMO BRANDS CORPORATION

-5.50%

Shares5.0K

Event2026-06-30

Filed2026-08-06

SPDW

STATE ST SPDR PORT DEVELOPED WORLD EX-US ETF

-14.84%

Shares2.4K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

4.51%

Shares278

Event2026-06-30

Filed2026-08-06

WDFC

WD 40 CO

0.00%

Shares492

Event2026-06-30

Filed2026-08-06

EMLP

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

257.14%

Shares50

Event2026-06-30

Filed2026-08-06

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

0.00%

Shares660

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

-16.41%

Shares1.3K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

0.00%

Shares305

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES TR

0.00%

Shares659

Event2026-06-30

Filed2026-08-06

PCAR

PACCAR INC

0.00%

Shares883

Event2026-06-30

Filed2026-08-06

ISRG

Intuitive Surgical, Inc.

0.00%

Shares260

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

-8.17%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP

New

Shares594

Event2026-06-30

Filed2026-08-06

FICO

FAIR ISAAC CORP

-54.59%

Shares84

Event2026-06-30

Filed2026-08-06

TDG

TRANSDIGM GROUP INC

2.74%

Shares75

Event2026-06-30

Filed2026-08-06

IRDM

IRIDIUM COMMUNICATIONS INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

0.00%

Shares707

Event2026-06-30

Filed2026-08-06

FEDEX FGHT HLDG CO INC

New

Shares650

Event2026-06-30

Filed2026-08-06

ETR

ENTERGY CORP NEW

0.00%

Shares850

Event2026-06-30

Filed2026-08-06

BANK OF NY MELLON CORP

0.00%

Shares661

Event2026-06-30

Filed2026-08-06

SOLS

SOLSTICE ADVANCED MATLS INC

-15.75%

Shares1.1K

Event2026-06-30

Filed2026-08-06

ELV

ELEVANCE HEALTH INC FORMERLY

2.58%

Shares239

Event2026-06-30

Filed2026-08-06

DLN

Wisdomtree Tree

-13.69%

Shares952

Event2026-06-30

Filed2026-08-06

AES CORP

-4.97%

Shares6.2K

Event2026-06-30

Filed2026-08-06

Starwood Property Trust Inc REIT

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-06

S&P Global, Inc.

-0.46%

Shares217

Event2026-06-30

Filed2026-08-06

PNC

PNC Financial Services Group

0.00%

Shares356

Event2026-06-30

Filed2026-08-06

TMUS

T-Mobile US, Inc

-21.74%

Shares522

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

-65.92%

Shares560

Event2026-06-30

Filed2026-08-06

OLED

Universal Display Corp

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

NVS

Novartis AG Spons ADR

0.00%

Shares550

Event2026-06-30

Filed2026-08-06

AZO

AUTOZONE INC

0.00%

Shares26

Event2026-06-30

Filed2026-08-06

SPEM

STATE ST SPDR PORTFOLIO EMERGING MARKETS ETF

-7.99%

Shares1.6K

Event2026-06-30

Filed2026-08-06

FTNT

FORTINET INC

-3.25%

Shares535

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

-20.68%

Shares844

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC

-0.60%

Shares500

Event2026-06-30

Filed2026-08-06

ESS

ESSEX PPTY TR INC

-9.43%

Shares269

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

-15.88%

Shares996

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-2.40%

Shares325

Event2026-06-30

Filed2026-08-06

SPTL

SPDR SERIES TRUST

-3.59%

Shares2.9K

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP

0.00%

Shares734

Event2026-06-30

Filed2026-08-06

IFRA

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

EXC

EXELON CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

ENTA

ENANTA PHARMACEUTICALS INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

IRT

Independence Rlty Tr Inc Com

-6.52%

Shares4.4K

Event2026-06-30

Filed2026-08-06

JAAA

JANUS DETROIT STR TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

SDY

State Street SPDR S&P Dividend ETF

0.00%

Shares475

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

0.00%

Shares614

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares579

Event2026-06-30

Filed2026-08-06

ACWX

ISHARES TR

0.00%

Shares935

Event2026-06-30

Filed2026-08-06

XOVR

ENTREPRENEURSHARES SERIES TR

New

Shares3.4K

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SERIES TRUST

45.44%

Shares1.2K

Event2026-06-30

Filed2026-08-06

IQLT

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

-49.98%

Shares1.2K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

ITT

ITT INC

0.00%

Shares350

Event2026-06-30

Filed2026-08-06

GSK PLC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

77.52%

Shares229

Event2026-06-30

Filed2026-08-06

AGILENT TECHNOLOGIES INC

-6.06%

Shares512

Event2026-06-30

Filed2026-08-06

CMG

Chipotle Mexican Grill, Inc.

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

700.00%

Shares544

Event2026-06-30

Filed2026-08-06

SPYD

ST STR SPDR PORT S&P 500 HIGH DIVIDEND ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

PRFZ

INVESCO EXCHANGE TRADED FD T

14.24%

Shares1.1K

Event2026-06-30

Filed2026-08-06

CCI

CROWN CASTLE INC

31.63%

Shares824

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

WSM

WILLIAMS SONOMA INC

0.00%

Shares264

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

0.00%

Shares485

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

-9.45%

Shares546

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

322.73%

Shares93

Event2026-06-30

Filed2026-08-06

ASTS

AST SPACEMOBILE INC

3823.53%

Shares667

Event2026-06-30

Filed2026-08-06

WTRG

ESSENTIAL UTILS INC

-18.38%

Shares1.5K

Event2026-06-30

Filed2026-08-06

KROGER CO

28.62%

Shares1.1K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

-13.00%

Shares810

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

0.00%

Shares61

Event2026-06-30

Filed2026-08-06

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares805

Event2026-06-30

Filed2026-08-06

VRTX

VERTEX PHARMACEUTICALS INC

-27.95%

Shares116

Event2026-06-30

Filed2026-08-06

FTV

FORTIVE CORP

0.00%

Shares924

Event2026-06-30

Filed2026-08-06

BROADRIDGE FINL SOLUTIONS IN

-11.24%

Shares395

Event2026-06-30

Filed2026-08-06

IGM

ISHARES TR

10.00%

Shares330

Event2026-06-30

Filed2026-08-06

VRSK

VERISK ANALYTICS INC

11.32%

Shares295

Event2026-06-30

Filed2026-08-06

MTB

M & T BK CORP

0.00%

Shares219

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

11.95%

Shares656

Event2026-06-30

Filed2026-08-06

BAILLIE GIFFORD ETF TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

INGERSOLL RAND INC

16.96%

Shares607

Event2026-06-30

Filed2026-08-06

FLEX

FLEX LTD

2.03%

Shares301

Event2026-06-30

Filed2026-08-06

IBDX

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

MSI

MOTOROLA SOLUTIONS INC

130.00%

Shares115

Event2026-06-30

Filed2026-08-06

GRMN

GARMIN LTD

0.00%

Shares201

Event2026-06-30

Filed2026-08-06

BOEING CO

0.00%

Shares220

Event2026-06-30

Filed2026-08-06

GPC

GENUINE PARTS CO

0.00%

Shares403

Event2026-06-30

Filed2026-08-06

CRWV

COREWEAVE INC

0.00%

Shares472

Event2026-06-30

Filed2026-08-06

IBTG

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

0.00%

Shares150

Event2026-06-30

Filed2026-08-06

IBTH

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

-21.86%

Shares168

Event2026-06-30

Filed2026-08-06

Philip Morris International

0.00%

Shares246

Event2026-06-30

Filed2026-08-06

DXYZ

DESTINY TECH100 INC

24.78%

Shares1.7K

Event2026-06-30

Filed2026-08-06

IBTM

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

SKY

CHAMPION HOMES, INC.

0.00%

Shares495

Event2026-06-30

Filed2026-08-06

AOA

ISHARES TR

76.19%

Shares444

Event2026-06-30

Filed2026-08-06

REGIONS FINANCIAL CORP NEW

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

AMKR

AMKOR TECHNOLOGY INC

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS INC

18.76%

Shares576

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

0.00%

Shares163

Event2026-06-30

Filed2026-08-06

SLV

iShares Silver Tr

-1.88%

Shares784

Event2026-06-30

Filed2026-08-06

IBTK

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

RSPH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

MGV

VANGUARD WORLD FD

0.00%

Shares253

Event2026-06-30

Filed2026-08-06

SAP

SAP SE

-30.75%

Shares268

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares142

Event2026-06-30

Filed2026-08-06

TROW

PRICE T ROWE GROUP INC

-27.74%

Shares362

Event2026-06-30

Filed2026-08-06

MLM

MARTIN MARIETTA MATLS INC

57.78%

Shares71

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

0.00%

Shares312

Event2026-06-30

Filed2026-08-06

RJF

RAYMOND JAMES FINL INC

-5.09%

Shares261

Event2026-06-30

Filed2026-08-06

ADSK

AUTODESK INC

3.57%

Shares203

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

0.00%

Shares128

Event2026-06-30

Filed2026-08-06

HYBL

Spdr Blackstone High Income Etf

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

EME

EMCOR GROUP INC

39.39%

Shares46

Event2026-06-30

Filed2026-08-06

KHC

Kraft Heinz Company

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

VMC

Vulcan Materials Company

0.00%

Shares127

Event2026-06-30

Filed2026-08-06

NTRS

NORTHERN TR CORP

0.00%

Shares214

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

11.36%

Shares49

Event2026-06-30

Filed2026-08-06

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares300

Event2026-06-30

Filed2026-08-06

OGE

OGE ENERGY CORP

0.00%

Shares755

Event2026-06-30

Filed2026-08-06

MKS INC.

0.00%

Shares82

Event2026-06-30

Filed2026-08-06

VEEV

VEEVA SYS INC

24.24%

Shares205

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

-73.58%

Shares602

Event2026-06-30

Filed2026-08-06

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares263

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP

0.00%

Shares152

Event2026-06-30

Filed2026-08-06

OMC

OMNICOM GROUP INC

-4.99%

Shares495

Event2026-06-30

Filed2026-08-06

PAVE

GLOBAL X FDS

0.00%

Shares604

Event2026-06-30

Filed2026-08-06

THG

HANOVER INS GROUP INC

0.00%

Shares166

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

-26.35%

Shares517

Event2026-06-30

Filed2026-08-06

DOW

DOW HLDGS INC

-42.61%

Shares1.3K

Event2026-06-30

Filed2026-08-06

HSY

HERSHEY CO

0.00%

Shares201

Event2026-06-30

Filed2026-08-06

IWO

ISHARES TR

0.00%

Shares88

Event2026-06-30

Filed2026-08-06

FSLR

FIRST SOLAR INC

0.00%

Shares146

Event2026-06-30

Filed2026-08-06

BKH

BLACK HILLS CORP

0.00%

Shares456

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

0.00%

Shares33

Event2026-06-30

Filed2026-08-06

IREN

IREN LIMITED

0.00%

Shares726

Event2026-06-30

Filed2026-08-06

DINO

HF SINCLAIR CORP

0.00%

Shares475

Event2026-06-30

Filed2026-08-06

CHD

CHURCH & DWIGHT CO INC

300.00%

Shares340

Event2026-06-30

Filed2026-08-06

EVRG

EVERGY INC

0.00%

Shares381

Event2026-06-30

Filed2026-08-06

KMB

KIMBERLY-CLARK CORP

207.22%

Shares298

Event2026-06-30

Filed2026-08-06

ADC

AGREE RLTY CORP

16.85%

Shares430

Event2026-06-30

Filed2026-08-06

ELS

EQUITY LIFESTYLE PROPERTIES

-23.72%

Shares505

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

0.00%

Shares606

Event2026-06-30

Filed2026-08-06

CONSTELLATION BRANDS INC

-40.41%

Shares233

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares210

Event2026-06-30

Filed2026-08-06

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares333

Event2026-06-30

Filed2026-08-06

PICK

ISHARES INC

0.00%

Shares548

Event2026-06-30

Filed2026-08-06

CORTEVA INC

26.13%

Shares362

Event2026-06-30

Filed2026-08-06

ANTERO MIDSTREAM CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

DOV

Dover Corp

0.00%

Shares133

Event2026-06-30

Filed2026-08-06

ORI

OLD REP INTL CORP

0.00%

Shares727

Event2026-06-30

Filed2026-08-06

Sharkninja Inc ADR

0.00%

Shares195

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVCS INC

0.00%

Shares274

Event2026-06-30

Filed2026-08-06

AVB

AvalonBay Communities, Inc.

0.00%

Shares156

Event2026-06-30

Filed2026-08-06

IBTI

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

HIG

HARTFORD INSURANCE GROUP INC

10.50%

Shares221

Event2026-06-30

Filed2026-08-06

CAC

CAMDEN NATL CORP

0.00%

Shares540

Event2026-06-30

Filed2026-08-06

OUST

OUSTER INC

0.00%

Shares468

Event2026-06-30

Filed2026-08-06

DOC

HEALTHPEAK PROPERTIES INC

66.71%

Shares1.4K

Event2026-06-30

Filed2026-08-06

FITB

FIFTH THIRD BANCORP

0.00%

Shares513

Event2026-06-30

Filed2026-08-06

HCA

HCA HEALTHCARE INC

13.85%

Shares74

Event2026-06-30

Filed2026-08-06

SLB

SLB LIMITED

0.00%

Shares618

Event2026-06-30

Filed2026-08-06

HEDJ

WISDOMTREE TR

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

INVH

INVITATION HOMES INC

300.00%

Shares924

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC.

-18.58%

Shares206

Event2026-06-30

Filed2026-08-06

BWA

BORGWARNER INC

0.00%

Shares417

Event2026-06-30

Filed2026-08-06

TRNO

Terreno Realty Corp REIT

0.00%

Shares426

Event2026-06-30

Filed2026-08-06

EFX

EQUIFAX INC

-47.43%

Shares174

Event2026-06-30

Filed2026-08-06

CIEN

CIENA CORP

0.00%

Shares56

Event2026-06-30

Filed2026-08-06

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares113

Event2026-06-30

Filed2026-08-06

NVR

NVR INC

New

Shares4

Event2026-06-30

Filed2026-08-06

NNN

NNN REIT INC

383.47%

Shares585

Event2026-06-30

Filed2026-08-06

LNT

ALLIANT ENERGY CORP

0.00%

Shares354

Event2026-06-30

Filed2026-08-06

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares143

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares723

Event2026-06-30

Filed2026-08-06

ULTA BEAUTY INC

9.26%

Shares59

Event2026-06-30

Filed2026-08-06

MSM

MSC INDL DIRECT INC

0.00%

Shares218

Event2026-06-30

Filed2026-08-06

WBD

WARNER BROS DISCOVERY INC

-33.49%

Shares965

Event2026-06-30

Filed2026-08-06

WRB

BERKLEY W R CORP

50.42%

Shares361

Event2026-06-30

Filed2026-08-06

NDSN

NORDSON CORP

0.00%

Shares84

Event2026-06-30

Filed2026-08-06

RRX

REGAL REXNORD CORPORATION

0.00%

Shares106

Event2026-06-30

Filed2026-08-06

FLRN

State Street SPDR Bloomberg Investment Grade

0.00%

Shares811

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares157

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

0.00%

Shares265

Event2026-06-30

Filed2026-08-06

AOS

SMITH A O CORP

587.72%

Shares392

Event2026-06-30

Filed2026-08-06

ODFL

OLD DOMINION FREIGHT LINE IN

-13.85%

Shares112

Event2026-06-30

Filed2026-08-06

LFUS

LITTELFUSE INC

17.78%

Shares53

Event2026-06-30

Filed2026-08-06

CPB

THE CAMPBELLS COMPANY

91.46%

Shares1.1K

Event2026-06-30

Filed2026-08-06

WPC

WP CAREY INC

0.00%

Shares334

Event2026-06-30

Filed2026-08-06

ADOBE INC

96.61%

Shares116

Event2026-06-30

Filed2026-08-06

AXS

AXIS CAP HLDGS LTD

0.00%

Shares221

Event2026-06-30

Filed2026-08-06

CDW

CDW CORP

-61.29%

Shares168

Event2026-06-30

Filed2026-08-06

VTRS

VIATRIS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

ELECTRONIC ARTS INC

-23.84%

Shares115

Event2026-06-30

Filed2026-08-06

XMHQ

INVESCO EXCHANGE TRADED FD T

-7.56%

Shares208

Event2026-06-30

Filed2026-08-06

BAM

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares523

Event2026-06-30

Filed2026-08-06

REG

REGENCY CTRS CORP

226.97%

Shares291

Event2026-06-30

Filed2026-08-06

DLR

DIGITAL RLTY TR INC

2.42%

Shares127

Event2026-06-30

Filed2026-08-06

LEN

LENNAR CORP

New

Shares252

Event2026-06-30

Filed2026-08-06

AWK

AMERICAN WTR WKS CO INC NEW

8.18%

Shares172

Event2026-06-30

Filed2026-08-06

ICVT

ISHARES TR

0.00%

Shares185

Event2026-06-30

Filed2026-08-06

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

0.00%

Shares85

Event2026-06-30

Filed2026-08-06

INGR

INGREDION INC

68.57%

Shares236

Event2026-06-30

Filed2026-08-06

ZION

ZIONS BANCORPORATION NATL AS

0.00%

Shares321

Event2026-06-30

Filed2026-08-06

CFG

CITIZENS FINL GROUP INC

0.00%

Shares316

Event2026-06-30

Filed2026-08-06

CLOUDFLARE INC

2.27%

Shares90

Event2026-06-30

Filed2026-08-06

FIX

COMFORT SYS USA INC

0.00%

Shares11

Event2026-06-30

Filed2026-08-06

APTIV PLC

0.00%

Shares355

Event2026-06-30

Filed2026-08-06

AME

AMETEK INC

29.41%

Shares88

Event2026-06-30

Filed2026-08-06

ARW

ARROW ELECTRS INC

0.00%

Shares99

Event2026-06-30

Filed2026-08-06

USFD

US FOODS HLDG CORP

0.00%

Shares206

Event2026-06-30

Filed2026-08-06

ARK ETF TR

-69.53%

Shares497

Event2026-06-30

Filed2026-08-06

EPR

EPR PPTYS

0.00%

Shares359

Event2026-06-30

Filed2026-08-06

VPU

VANGUARD WORLD FD

0.00%

Shares106

Event2026-06-30

Filed2026-08-06

CRBG

COREBRIDGE FINL INC

-5.00%

Shares722

Event2026-06-30

Filed2026-08-06

RMD

RESMED INC

103.85%

Shares106

Event2026-06-30

Filed2026-08-06

LOEWS CORP

30.00%

Shares182

Event2026-06-30

Filed2026-08-06

CFR

CULLEN FROST BANKERS INC

141.82%

Shares133

Event2026-06-30

Filed2026-08-06

CINF

CINCINNATI FINL CORP

455.00%

Shares111

Event2026-06-30

Filed2026-08-06

GXO LOGISTICS INCORPORATED

32.89%

Shares404

Event2026-06-30

Filed2026-08-06

VOYA

VOYA FINANCIAL INC

9.80%

Shares224

Event2026-06-30

Filed2026-08-06

PKG

PACKAGING CORP AMER

0.00%

Shares85

Event2026-06-30

Filed2026-08-06

VTR

VENTAS INC

0.00%

Shares226

Event2026-06-30

Filed2026-08-06

VLTO

VERALTO CORP

209.59%

Shares226

Event2026-06-30

Filed2026-08-06

ON SEMICONDUCTOR CORP

0.00%

Shares211

Event2026-06-30

Filed2026-08-06

PNW

PINNACLE WEST CAP CORP

0.00%

Shares186

Event2026-06-30

Filed2026-08-06

AMERIPRISE FINL INC

0.00%

Shares43

Event2026-06-30

Filed2026-08-06

IVZ

INVESCO LTD

0.00%

Shares732

Event2026-06-30

Filed2026-08-06

KIM

KIMCO REALTY CORP

86.98%

Shares761

Event2026-06-30

Filed2026-08-06

OXY

OCCIDENTAL PETE CORP

0.00%

Shares397

Event2026-06-30

Filed2026-08-06

JBL

JABIL INC

0.00%

Shares50

Event2026-06-30

Filed2026-08-06

LDRC

ISHARES TR

0.00%

Shares765

Event2026-06-30

Filed2026-08-06

GBCI

GLACIER BANCORP INC NEW

84.65%

Shares373

Event2026-06-30

Filed2026-08-06

JLL

JONES LANG LASALLE INC

63.16%

Shares62

Event2026-06-30

Filed2026-08-06

JBHT

HUNT J B TRANS SVCS INC

0.00%

Shares66

Event2026-06-30

Filed2026-08-06

SPIRE INC

17.87%

Shares244

Event2026-06-30

Filed2026-08-06

PPL CORP

0.00%

Shares523

Event2026-06-30

Filed2026-08-06

BEN

FRANKLIN RESOURCES INC

0.00%

Shares567

Event2026-06-30

Filed2026-08-06

EGP

EASTGROUP PPTYS INC

New

Shares92

Event2026-06-30

Filed2026-08-06

BJS WHSL CLUB HLDGS INC

22.09%

Shares210

Event2026-06-30

Filed2026-08-06

IWY

ISHARES TR

0.00%

Shares63

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

0.00%

Shares86

Event2026-06-30

Filed2026-08-06

IWS

ISHARES TR

0.00%

Shares111

Event2026-06-30

Filed2026-08-06

POOL CORP

0.00%

Shares85

Event2026-06-30

Filed2026-08-06

GFS

GLOBALFOUNDRIES INC

0.00%

Shares221

Event2026-06-30

Filed2026-08-06

LSTR

LANDSTAR SYS INC

0.00%

Shares88

Event2026-06-30

Filed2026-08-06

HAS

HASBRO INC

0.00%

Shares219

Event2026-06-30

Filed2026-08-06

AFG

AMERICAN FINANCIAL GROUP INC

0.00%

Shares129

Event2026-06-30

Filed2026-08-06

SENSATA TECHNOLOGIES HLDG PL

0.00%

Shares377

Event2026-06-30

Filed2026-08-06

FCFS

FIRSTCASH HOLDINGS INC

0.00%

Shares83

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

17.39%

Shares54

Event2026-06-30

Filed2026-08-06

FREEPORT MCMORAN INC

0.00%

Shares282

Event2026-06-30

Filed2026-08-06

HEALTHCARE RLTY TR

0.00%

Shares867

Event2026-06-30

Filed2026-08-06

KNSL

KINSALE CAP GROUP INC

76.67%

Shares53

Event2026-06-30

Filed2026-08-06

TXT

TEXTRON INC

0.00%

Shares189

Event2026-06-30

Filed2026-08-06

GNRC

GENERAC HLDGS INC

0.00%

Shares59

Event2026-06-30

Filed2026-08-06

ONB

OLD NATL BANCORP IND

0.00%

Shares663

Event2026-06-30

Filed2026-08-06

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares360

Event2026-06-30

Filed2026-08-06

UBSI

UNITED BANKSHARES INC WEST V

72.35%

Shares374

Event2026-06-30

Filed2026-08-06

SNDR

SCHNEIDER NATIONAL INC

0.00%

Shares469

Event2026-06-30

Filed2026-08-06

KEY

KEYCORP

0.00%

Shares742

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available