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The Analysis of Connecticut Wealth Management, LLC's Holdings & P&L

Currently, Connecticut Wealth Management, LLC holds 340 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in VUG (+609.6K shares, valued at $52.5M), VO (+547.9K shares, valued at $44.1M), VOOG (+303.9K shares, valued at $25.1M); decreased their positions in IJH (-125.1K shares, valued at $9.6M), IJR (-27.5K shares, valued at $4.1M), ICF (-38.1K shares, valued at $2.6M); initiated new positions in N/A (+18.2K shares, valued at $3.1M), VGSH (+25.4K shares, valued at $1.5M), N/A (+4.3K shares, valued at $964.3K).

1M P&L

+3.6M+0.16%

3M P&L

+88.4M+4.04%

HY P&L

-441.1M-16.23%

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/A2.0B

87.3%

2Consumer Electronics32.4M

1.4%

3Semiconductors24.7M

1.1%

Top Industries by Stock Count

1N/A143 stocks

48.0%

2Specialty Industrial Machinery10 stocks

3.4%

3Semiconductors9 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST4.7M shares8.65%2026-06-302026-07-29

ISHARES TR ISHARES TR2.7M shares6.22%2026-06-302026-07-29

SPYG SPDR SERIES TRUST2.2M shares2.75%2026-06-302026-07-29

QUAL ISHARES TR975.1K shares-1.09%2026-06-302026-07-29

IEMG ISHARES INC2.0M shares0.36%2026-06-302026-07-29

IJH ISHARES TR1.3M shares-8.67%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS1.2M shares-0.09%2026-06-302026-07-29

IJR ISHARES TR478.7K shares-5.43%2026-06-302026-07-29

Sponsored

VUG VANGUARD INDEX FDS735.4K shares484.58%2026-06-302026-07-29

VO VANGUARD INDEX FDS740.8K shares283.91%2026-06-302026-07-29

IVW ISHARES TR352.0K shares-0.55%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS188.5K shares-0.64%2026-06-302026-07-29

IBTG ISHARES TR1.9M shares6.95%2026-06-302026-07-29

QQQ INVESCO QQQ TR58.1K shares-1.21%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS114.5K shares-0.32%2026-06-302026-07-29

VB VANGUARD INDEX FDS135.4K shares-4.79%2026-06-302026-07-29

Sponsored

VXUS VANGUARD STAR FDS422.8K shares-1.72%2026-06-302026-07-29

AAPL APPLE INC112.0K shares-3.45%2026-06-302026-07-29

IBTH ISHARES TR1.4M shares15.62%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T41.5K shares-1.11%2026-06-302026-07-29

VOOG VANGUARD ADMIRAL FDS INC365.1K shares496.80%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION150.3K shares-2.78%2026-06-302026-07-29

DTD WISDOMTREE TR266.7K shares-0.81%2026-06-302026-07-29

ICF ISHARES TR270.8K shares-12.33%2026-06-302026-07-29

Sponsored

MSFT MICROSOFT CORP47.1K shares-6.85%2026-06-302026-07-29

VMBS VANGUARD SCOTTSDALE FDS372.7K shares3.54%2026-06-302026-07-29

NVDA NVIDIA CORPORATION84.1K shares-5.85%2026-06-302026-07-29

VOO VANGUARD INDEX FDS23.1K shares0.19%2026-06-302026-07-29

IWP ISHARES TR100.9K shares-0.01%2026-06-302026-07-29

GOOG ALPHABET INC37.5K shares-2.72%2026-06-302026-07-29

IWF ISHARES TR105.1K shares261.46%2026-06-302026-07-29

ISHARES TR ISHARES TR16.7K shares-0.84%2026-06-302026-07-29

Sponsored

VTV VANGUARD INDEX FDS53.5K shares1.10%2026-06-302026-07-29

GOOGL ALPHABET INC30.6K shares-8.29%2026-06-302026-07-29

VOT VANGUARD INDEX FDS32.8K shares-10.17%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T44.1K shares-4.79%2026-06-302026-07-29

VOOV VANGUARD ADMIRAL FDS INC41.1K shares-0.02%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO27.2K shares-0.14%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL16.9K shares-3.18%2026-06-302026-07-29

MUB ISHARES TR78.5K shares-2.62%2026-06-302026-07-29

Sponsored

AMZN AMAZON COM INC34.4K shares-6.56%2026-06-302026-07-29

BROADCOM INC BROADCOM INC20.7K shares-1.78%2026-06-302026-07-29

VNQ VANGUARD INDEX FDS81.2K shares-5.90%2026-06-302026-07-29

CARR CARRIER GLOBAL CORPORATION104.8K shares-3.27%2026-06-302026-07-29

DGRO ISHARES TR101.1K shares-0.05%2026-06-302026-07-29

TER TERADYNE INC15.0K shares-4.98%2026-06-302026-07-29

EFA ISHARES TR65.8K shares-0.60%2026-06-302026-07-29

VGT VANGUARD WORLD FD57.0K shares634.97%2026-06-302026-07-29

Sponsored

OTIS OTIS WORLDWIDE CORP94.7K shares-3.02%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION7.2K shares-5.05%2026-06-302026-07-29

VISA INC VISA INC17.8K shares-7.74%2026-06-302026-07-29

BOND PIMCO ETF TR61.3K shares32.36%2026-06-302026-07-29

CAT CATERPILLAR INC5.2K shares-0.36%2026-06-302026-07-29

ARCH CAP GROUP LTD ARCH CAP GROUP LTD56.8K shares-0.90%2026-06-302026-07-29

MO ALTRIA GROUP INC75.8K shares2353.87%2026-06-302026-07-29

GVI ISHARES TR48.8K shares11.77%2026-06-302026-07-29

Sponsored

HEZU ISHARES TR100.3K shares0.00%2026-06-302026-07-29

SHY ISHARES TR59.9K shares8.21%2026-06-302026-07-29

MCO MOODYS CORP10.8K shares-9.38%2026-06-302026-07-29

IWM ISHARES TR16.0K shares-1.10%2026-06-302026-07-29

HD HOME DEPOT INC13.4K shares-4.33%2026-06-302026-07-29

LLY ELI LILLY & CO3.9K shares-2.17%2026-06-302026-07-29

REGL PROSHARES TR51.4K shares-14.66%2026-06-302026-07-29

IYW ISHARES TR17.7K shares-3.80%2026-06-302026-07-29

Sponsored

AIG AMERICAN INTL GROUP INC58.2K shares0.00%2026-06-302026-07-29

IWB ISHARES TR10.5K shares0.15%2026-06-302026-07-29

IWS ISHARES TR26.1K shares-0.01%2026-06-302026-07-29

IOO ISHARES TR31.1K shares-3.06%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON16.5K shares0.80%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS52.3K shares-2.09%2026-06-302026-07-29

HDV ISHARES TR148.0K shares400.00%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F67.7K shares-0.99%2026-06-302026-07-29

Sponsored

IBM INTERNATIONAL BUSINESS MACHS14.3K shares-1.18%2026-06-302026-07-29

VBK VANGUARD INDEX FDS10.4K shares-1.65%2026-06-302026-07-29

XLV SELECT SECTOR SPDR TR23.7K shares3.51%2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS46.5K shares-5.14%2026-06-302026-07-29

PAVE GLOBAL X FDS61.3K shares-5.29%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS21.4K shares-0.04%2026-06-302026-07-29

SPDR SERIES TRUST SPDR SERIES TRUST38.6K shares-2.91%2026-06-302026-07-29

SDY SPDR SERIES TRUST22.1K shares0.00%2026-06-302026-07-29

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC6.7K shares-3.47%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP23.1K shares1.73%2026-06-302026-07-29

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP18.2K sharesnew addition2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC5.4K shares-1.16%2026-06-302026-07-29

GE GE AEROSPACE8.2K shares0.18%2026-06-302026-07-29

IJT ISHARES TR16.8K shares-1.20%2026-06-302026-07-29

NOBL PROSHARES TR50.3K shares98.35%2026-06-302026-07-29

CTAS CINTAS CORP16.5K shares0.00%2026-06-302026-07-29

Sponsored

UNP UNION PAC CORP10.2K shares-0.44%2026-06-302026-07-29

TDIV FIRST TR EXCHANGE TRADED FD23.8K shares-0.73%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC30.7K shares3.74%2026-06-302026-07-29

MCK MCKESSON CORP3.5K shares-0.71%2026-06-302026-07-29

PG PROCTER & GAMBLE CO17.7K shares-4.59%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 403.5K shares-11.12%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.7K shares-2.53%2026-06-302026-07-29

TJX TJX COS INC NEW15.7K shares-3.49%2026-06-302026-07-29

Sponsored

APH AMPHENOL CORP13.5K shares-1.82%2026-06-302026-07-29

IXUS ISHARES TR24.7K shares0.00%2026-06-302026-07-29

GEV GE VERNOVA INC2.0K shares-3.56%2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND4.2K shares1.84%2026-06-302026-07-29

ABBVIE INC ABBVIE INC8.5K shares4.07%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC4.2K shares-9.43%2026-06-302026-07-29

AMGN AMGEN INC5.7K shares-0.95%2026-06-302026-07-29

SNA SNAP ON INC5.1K shares-2.66%2026-06-302026-07-29

Sponsored

GLW CORNING INC7.9K shares0.06%2026-06-302026-07-29

CMI CUMMINS INC2.8K shares-12.45%2026-06-302026-07-29

WMT WALMART INC17.3K shares-0.27%2026-06-302026-07-29

AMERIPRISE FINL INC AMERIPRISE FINL INC4.2K shares-3.69%2026-06-302026-07-29

IWO ISHARES TR4.9K shares0.02%2026-06-302026-07-29

MAR MARRIOTT INTL INC NEW5.0K shares-0.67%2026-06-302026-07-29

PEP PEPSICO INC13.6K shares-0.12%2026-06-302026-07-29

BAC BANK OF AMER CORP32.0K shares5.84%2026-06-302026-07-29

Sponsored

MTB M & T BK CORP7.6K shares0.00%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC15.5K shares4.23%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING IN7.8K shares1.63%2026-06-302026-07-29

ROK ROCKWELL AUTOMATION INC3.5K shares2.06%2026-06-302026-07-29

AXS AXIS CAP HLDGS LTD16.1K shares0.00%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F20.1K shares-1.74%2026-06-302026-07-29

DFAC DIMENSIONAL ETF TRUST37.1K shares0.00%2026-06-302026-07-29

ORACLE CORP ORACLE CORP11.1K shares-1.63%2026-06-302026-07-29

Sponsored

IWR ISHARES TR14.5K shares0.00%2026-06-302026-07-29

ORLY OREILLY AUTOMOTIVE INC17.0K shares-2.76%2026-06-302026-07-29

TSLA TESLA INC3.7K shares-13.61%2026-06-302026-07-29

TOTL SSGA ACTIVE ETF TR38.8K shares0.19%2026-06-302026-07-29

FBND FIDELITY MERRIMACK STR TR32.4K shares-22.64%2026-06-302026-07-29

VGSH VANGUARD SCOTTSDALE FDS25.4K sharesnew addition2026-06-302026-07-29

IWD ISHARES TR6.0K shares-10.99%2026-06-302026-07-29

CI THE CIGNA GROUP5.2K shares-11.37%2026-06-302026-07-29

Sponsored

QCOM QUALCOMM INC7.7K shares101.48%2026-06-302026-07-29

PGR PROGRESSIVE CORP6.3K shares-3.05%2026-06-302026-07-29

RPV INVESCO EXCHANGE TRADED FD T11.9K shares0.00%2026-06-302026-07-29

MCD MCDONALDS CORP5.0K shares2.05%2026-06-302026-07-29

PH PARKER-HANNIFIN CORP1.4K shares-4.34%2026-06-302026-07-29

VRTX VERTEX PHARMACEUTICALS INC2.6K shares-0.19%2026-06-302026-07-29

PFF ISHARES TR42.9K shares-23.21%2026-06-302026-07-29

SLYV SPDR SERIES TRUST11.8K shares0.00%2026-06-302026-07-29

Sponsored

ULS UL SOLUTIONS INC12.6K shares-0.85%2026-06-302026-07-29

AUB ATLANTIC UN BANKSHARES CORP30.2K shares0.00%2026-06-302026-07-29

BX BLACKSTONE INC10.8K shares-2.52%2026-06-302026-07-29

MRK MERCK & CO INC9.7K shares-0.63%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR23.0K shares3.14%2026-06-302026-07-29

HUBB HUBBELL INC2.3K shares-2.27%2026-06-302026-07-29

VPU VANGUARD WORLD FD6.2K shares-19.96%2026-06-302026-07-29

DHR DANAHER CORP DEL6.3K shares-11.02%2026-06-302026-07-29

Sponsored

ASML ASML HLDG NV593 shares9.01%2026-06-302026-07-29

VCIT VANGUARD SCOTTSDALE FDS13.9K shares1.65%2026-06-302026-07-29

FAST FASTENAL CO23.5K shares-8.82%2026-06-302026-07-29

CVX CHEVRON CORPORATION6.8K shares-6.23%2026-06-302026-07-29

DES WISDOMTREE TR27.5K shares0.00%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC1.1K shares0.00%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.2K shares-0.83%2026-06-302026-07-29

XLC SELECT SECTOR SPDR TR10.3K shares-6.41%2026-06-302026-07-29

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC3.3K shares-0.24%2026-06-302026-07-29

BLK BLACKROCK INC1.1K shares-3.83%2026-06-302026-07-29

MDYG SPDR SERIES TRUST9.6K shares0.00%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.1K shares0.00%2026-06-302026-07-29

ESGE ISHARES INC19.4K shares6.09%2026-06-302026-07-29

MBB ISHARES TR11.2K shares5.95%2026-06-302026-07-29

ITW ILLINOIS TOOL WKS INC3.9K shares-14.14%2026-06-302026-07-29

ACWV ISHARES INC8.7K shares7.08%2026-06-302026-07-29

Sponsored

SLYG SPDR SERIES TRUST8.7K shares-1.74%2026-06-302026-07-29

HRZN HORIZON TECHNOLOGY FIN CORP214.5K shares0.33%2026-06-302026-07-29

AME AMETEK INC4.1K shares-1.60%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR18.7K shares2.75%2026-06-302026-07-29

CSX CSX CORP20.8K shares0.00%2026-06-302026-07-29

ISHARES TR ISHARES TR9.8K shares-1.79%2026-06-302026-07-29

IVE ISHARES TR4.3K shares0.00%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC4.3K sharesnew addition2026-06-302026-07-29

Sponsored

SUSA ISHARES TR6.2K shares45.70%2026-06-302026-07-29

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4.3K sharesnew addition2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR30.0K shares0.00%2026-06-302026-07-29

LOW LOWES COS INC4.2K shares-0.07%2026-06-302026-07-29

VLO VALERO ENERGY CORP3.5K shares0.00%2026-06-302026-07-29

BIV VANGUARD BD INDEX FDS11.8K shares-6.90%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC785 shares-5.76%2026-06-302026-07-29

EEM ISHARES TR13.0K shares-25.82%2026-06-302026-07-29

Sponsored

DE DEERE & CO1.4K shares-7.92%2026-06-302026-07-29

TXN TEXAS INSTRS INC3.0K shares-26.45%2026-06-302026-07-29

IWN ISHARES TR4.0K shares2.55%2026-06-302026-07-29

PDI PIMCO DYNAMIC INCOME FD52.8K sharesnew addition2026-06-302026-07-29

VOE VANGUARD INDEX FDS4.4K shares-7.49%2026-06-302026-07-29

SHW SHERWIN WILLIAMS CO2.5K shares-0.47%2026-06-302026-07-29

QUANTA SVCS INC QUANTA SVCS INC1.2K shares0.00%2026-06-302026-07-29

GLD SPDR GOLD TR2.3K shares9.00%2026-06-302026-07-29

Sponsored

SOXX ISHARES TR1.3K shares15.78%2026-06-302026-07-29

AJG GALLAGHER ARTHUR J & CO3.7K shares-2.53%2026-06-302026-07-29

FDL FIRST TR EXCHANGE-TRADED FD17.0K shares0.00%2026-06-302026-07-29

IJJ ISHARES TR5.6K shares0.00%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC8.2K shares-0.75%2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED2.4K shares-26.78%2026-06-302026-07-29

ECL ECOLAB INC2.8K shares-3.74%2026-06-302026-07-29

VHT VANGUARD WORLD FD2.6K shares-4.35%2026-06-302026-07-29

Sponsored

GLP GLOBAL PARTNERS LP16.6K shares0.00%2026-06-302026-07-29

ABT ABBOTT LABORATORIES8.5K shares-8.92%2026-06-302026-07-29

KO COCA COLA CO9.5K shares-3.88%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC1.1K shares33.88%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO2.3K shares0.00%2026-06-302026-07-29

LABCORP HOLDINGS INC LABCORP HOLDINGS INC2.7K shares-2.70%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.10.4K shares9.48%2026-06-302026-07-29

AON AON PLC2.2K shares-4.27%2026-06-302026-07-29

Sponsored

RFG INVESCO EXCHANGE TRADED FD T11.3K shares0.00%2026-06-302026-07-29

HIG HARTFORD INSURANCE GROUP INC5.3K shares-2.83%2026-06-302026-07-29

EMR EMERSON ELEC CO4.7K shares0.00%2026-06-302026-07-29

LRCX LAM RESEARCH CORP1.5K shares0.00%2026-06-302026-07-29

DMXF ISHARES TR7.9K shares66.12%2026-06-302026-07-29

HAL HALLIBURTON CO19.2K shares-1.29%2026-06-302026-07-29

IEF ISHARES TR6.9K shares8.13%2026-06-302026-07-29

APD AIR PRODUCTS AND CHEMICALS I2.2K shares-3.22%2026-06-302026-07-29

Sponsored

IYF ISHARES TR5.0K shares-3.93%2026-06-302026-07-29

ETN EATON CORP PLC1.5K shares-2.34%2026-06-302026-07-29

IHI ISHARES TR12.7K shares-8.14%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS8.5K shares-13.23%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL2.8K shares-0.68%2026-06-302026-07-29

ANET ARISTA NETWORKS INC3.6K shares-16.51%2026-06-302026-07-29

ALC ALCON AG9.2K shares0.00%2026-06-302026-07-29

VIS VANGUARD WORLD FD1.7K shares0.24%2026-06-302026-07-29

Sponsored

WFC WELLS FARGO & CO7.4K shares0.01%2026-06-302026-07-29

IUSG ISHARES TR3.2K shares3.17%2026-06-302026-07-29

CWB SPDR SERIES TRUST5.6K shares-19.81%2026-06-302026-07-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.8K shares-11.64%2026-06-302026-07-29

INDA ISHARES TR11.9K shares-13.59%2026-06-302026-07-29

PRF INVESCO EXCHANGE TRADED FD T10.9K shares0.00%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR3.1K shares-0.07%2026-06-302026-07-29

SPEM SPDR INDEX SHS FDS11.2K shares92.52%2026-06-302026-07-29

Sponsored

FLOT ISHARES TR11.1K shares0.00%2026-06-302026-07-29

PRU PRUDENTIAL FINL INC5.2K shares-4.57%2026-06-302026-07-29

DIS DISNEY WALT CO5.8K shares-4.43%2026-06-302026-07-29

HEI HEICO CORP NEW1.6K shares0.00%2026-06-302026-07-29

REZ ISHARES TR5.8K shares0.00%2026-06-302026-07-29

ES EVERSOURCE ENERGY7.4K shares-4.86%2026-06-302026-07-29

FIX COMFORT SYS USA INC267 shares-45.29%2026-06-302026-07-29

XYL XYLEM INC4.4K shares-5.66%2026-06-302026-07-29

Sponsored

SBUX STARBUCKS CORP5.1K shares-5.90%2026-06-302026-07-29

EQIX EQUINIX INC499 shares0.00%2026-06-302026-07-29

MS MORGAN STANLEY2.4K shares-36.36%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW3.9K shares0.00%2026-06-302026-07-29

MMC MARSH & MCLENNAN COS INC2.9K shares-14.98%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC2.7K shares0.00%2026-06-302026-07-29

TT TRANE TECHNOLOGIES PLC993 shares-41.35%2026-06-302026-07-29

BCI ABRDN ETFS21.5K sharesnew addition2026-06-302026-07-29

Sponsored

REGN REGENERON PHARMACEUTICALS766 shares0.13%2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR16.2K shares-30.10%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC8.2K shares-6.01%2026-06-302026-07-29

MLM MARTIN MARIETTA MATLS INC818 shares0.00%2026-06-302026-07-29

GD GENERAL DYNAMICS CORP1.3K shares5.56%2026-06-302026-07-29

PSX PHILLIPS 662.7K shares0.00%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC2.4K shares0.00%2026-06-302026-07-29

IBB ISHARES TR2.4K shares-17.55%2026-06-302026-07-29

Sponsored

SCHA SCHWAB STRATEGIC TR12.5K shares0.02%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC1.1K shares0.71%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC1.0K sharesnew addition2026-06-302026-07-29

C CITIGROUP INC3.2K shares0.03%2026-06-302026-07-29

IAU ISHARES GOLD TR5.8K shares23.35%2026-06-302026-07-29

TD TORONTO DOMINION BK ONT3.5K shares-2.88%2026-06-302026-07-29

PHDG INVESCO ACTIVELY MANAGED EXC10.5K shares0.00%2026-06-302026-07-29

EFG ISHARES TR3.4K shares-4.47%2026-06-302026-07-29

Sponsored

SYK STRYKER CORPORATION1.3K shares-0.45%2026-06-302026-07-29

BKNG BOOKING HOLDINGS INC2.4K shares2347.92%2026-06-302026-07-29

GRMN GARMIN LTD1.8K shares0.00%2026-06-302026-07-29

CSL CARLISLE COS INC1.1K shares0.00%2026-06-302026-07-29

FICO FAIR ISAAC CORP345 shares-0.58%2026-06-302026-07-29

KEYS KEYSIGHT TECHNOLOGIES INC1.2K sharesnew addition2026-06-302026-07-29

CRDO CREDO TECHNOLOGY GROUP HOLDI1.5K sharesnew addition2026-06-302026-07-29

VBR VANGUARD INDEX FDS1.7K shares58.48%2026-06-302026-07-29

Sponsored

SCHB SCHWAB STRATEGIC TR13.9K shares55.99%2026-06-302026-07-29

DON WISDOMTREE TR7.0K shares-62.50%2026-06-302026-07-29

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR8.6K shares-6.55%2026-06-302026-07-29

TFX TELEFLEX INCORPORATED3.0K shares0.00%2026-06-302026-07-29

ADI ANALOG DEVICES INC957 shares-3.53%2026-06-302026-07-29

ALL ALLSTATE CORP1.6K shares32.40%2026-06-302026-07-29

DVY ISHARES TR2.3K shares0.00%2026-06-302026-07-29

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC4.7K shares0.00%2026-06-302026-07-29

Sponsored

MKC MCCORMICK & CO INC7.1K shares-14.53%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.1K shares-1.80%2026-06-302026-07-29

TSCO TRACTOR SUPPLY CO11.3K shares-1.49%2026-06-302026-07-29

CRM SALESFORCE INC2.3K shares-2.00%2026-06-302026-07-29

CVS CVS HEALTH CORP3.4K shares0.00%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC1.0K sharesnew addition2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC595 sharesnew addition2026-06-302026-07-29

ZBH ZIMMER BIOMET HOLDINGS INC3.9K shares0.00%2026-06-302026-07-29

Sponsored

BROS DUTCH BROS INC4.7K shares0.00%2026-06-302026-07-29

IJK ISHARES TR2.9K shares-9.90%2026-06-302026-07-29

VST VISTRA CORP2.1K shares-0.57%2026-06-302026-07-29

DNP DNP SELECT INCOME FD INC30.3K shares0.00%2026-06-302026-07-29

INTC INTEL CORP2.3K sharesnew addition2026-06-302026-07-29

EW EDWARDS LIFESCIENCES CORP3.6K shares-1.19%2026-06-302026-07-29

PLD PROLOGIS INC.2.4K shares-8.28%2026-06-302026-07-29

SMH VANECK ETF TRUST482 sharesnew addition2026-06-302026-07-29

Sponsored

MSCI MSCI INC561 shares-6.34%2026-06-302026-07-29

VV VANGUARD INDEX FDS891 shares0.00%2026-06-302026-07-29

FDX FEDEX CORP976 shares-0.71%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC1.2K shares-0.80%2026-06-302026-07-29

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.3K shares0.00%2026-06-302026-07-29

OKTA OKTA INC2.2K sharesnew addition2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F5.2K shares0.12%2026-06-302026-07-29

ESGD ISHARES TR2.8K shares0.18%2026-06-302026-07-29

Sponsored

IT GARTNER INC2.2K shares-43.84%2026-06-302026-07-29

BA BOEING CO1.3K shares8.18%2026-06-302026-07-29

CDNS CADENCE DESIGN SYSTEM INC751 shares-6.48%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC6.6K shares6.19%2026-06-302026-07-29

VGIT VANGUARD SCOTTSDALE FDS4.8K shares-9.14%2026-06-302026-07-29

PFM INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-06-302026-07-29

TGT TARGET CORP2.1K shares0.19%2026-06-302026-07-29

WTW WILLIS TOWERS WATSON PLC LTD1.1K shares-1.31%2026-06-302026-07-29

Sponsored

T AT&T INC13.1K shares-0.11%2026-06-302026-07-29

CCJ CAMECO CORP2.6K shares0.00%2026-06-302026-07-29

3M CO 3M CO1.6K shares0.00%2026-06-302026-07-29

IDEXX LABS INC IDEXX LABS INC503 shares34.49%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP517 shares-0.39%2026-06-302026-07-29

USMV ISHARES TR2.7K shares-18.80%2026-06-302026-07-29

COP CONOCOPHILLIPS2.4K shares-1.38%2026-06-302026-07-29

IBTI ISHARES TR11.3K shares0.20%2026-06-302026-07-29

Sponsored

ALPS ETF TR ALPS ETF TR3.6K shares0.00%2026-06-302026-07-29

PDT HANCOCK JOHN PREM DIVID FD18.7K shares0.00%2026-06-302026-07-29

WASH WASHINGTON TR BANCORP INC6.6K shares0.00%2026-06-302026-07-29

MMT ABERDEEN MULTI-MARKET INCOME53.9K shares0.00%2026-06-302026-07-29

GM GENERAL MTRS CO3.1K shares-3.27%2026-06-302026-07-29

INTU INTUIT889 shares-3.26%2026-06-302026-07-29

IWY ISHARES TR798 sharesnew addition2026-06-302026-07-29

POWA INVESCO EXCH TRD SLF IDX FD2.6K shares0.00%2026-06-302026-07-29

Sponsored

ISCG ISHARES TR3.4K sharesnew addition2026-06-302026-07-29

DFAX DIMENSIONAL ETF TRUST6.1K shares0.00%2026-06-302026-07-29

FLS FLOWSERVE CORP3.0K shares0.00%2026-06-302026-07-29

ITOT ISHARES TR1.4K sharesnew addition2026-06-302026-07-29

KLAC KLA CORP736 sharesnew addition2026-06-302026-07-29

IJS ISHARES TR1.6K sharesnew addition2026-06-302026-07-29

CEG CONSTELLATION ENERGY CORP877 shares-1.35%2026-06-302026-07-29

ESGV VANGUARD WORLD FD1.6K sharesnew addition2026-06-302026-07-29

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN2.4K sharesnew addition2026-06-302026-07-29

MGK VANGUARD WORLD FD2.3K shares325.82%2026-06-302026-07-29

GDV GABELLI DIVID & INCOME TR6.9K sharesnew addition2026-06-302026-07-29

CTSH COGNIZANT TECHNOLOGY SOLUTIO5.2K shares-54.19%2026-06-302026-07-29

IYJ ISHARES TR1.2K shares-26.25%2026-06-302026-07-29

AMT AMERICAN TOWER CORP1.2K shares-29.13%2026-06-302026-07-29

VEEV VEEVA SYS INC1.1K sharesnew addition2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F1.3K shares-18.12%2026-06-302026-07-29

Sponsored

SDGR SCHRODINGER INC11.6K shares0.00%2026-06-302026-07-29

PDO PIMCO DYNAMIC INCOME OPRNTS10.2K sharesnew addition2026-06-302026-07-29

DSL DOUBLELINE INCOME SOLUTIONS10.1K sharesnew addition2026-06-302026-07-29

TLSI TRISALUS LIFE SCIENCES INC22.3K shares0.00%2026-06-302026-07-29

SPYV

SPDR SERIES TRUST

8.65%

Shares4.7M

Event2026-06-30

Filed2026-07-29

ISHARES TR

6.22%

Shares2.7M

Event2026-06-30

Filed2026-07-29

SPYG

SPDR SERIES TRUST

2.75%

Shares2.2M

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

-1.09%

Shares975.1K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

0.36%

Shares2.0M

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-8.67%

Shares1.3M

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

-0.09%

Shares1.2M

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-5.43%

Shares478.7K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

484.58%

Shares735.4K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

283.91%

Shares740.8K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-0.55%

Shares352.0K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

-0.64%

Shares188.5K

Event2026-06-30

Filed2026-07-29

IBTG

ISHARES TR

6.95%

Shares1.9M

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-1.21%

Shares58.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-0.32%

Shares114.5K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-4.79%

Shares135.4K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

-1.72%

Shares422.8K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-3.45%

Shares112.0K

Event2026-06-30

Filed2026-07-29

IBTH

ISHARES TR

15.62%

Shares1.4M

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-1.11%

Shares41.5K

Event2026-06-30

Filed2026-07-29

VOOG

VANGUARD ADMIRAL FDS INC

496.80%

Shares365.1K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

-2.78%

Shares150.3K

Event2026-06-30

Filed2026-07-29

DTD

WISDOMTREE TR

-0.81%

Shares266.7K

Event2026-06-30

Filed2026-07-29

ICF

ISHARES TR

-12.33%

Shares270.8K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-6.85%

Shares47.1K

Event2026-06-30

Filed2026-07-29

VMBS

VANGUARD SCOTTSDALE FDS

3.54%

Shares372.7K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-5.85%

Shares84.1K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

0.19%

Shares23.1K

Event2026-06-30

Filed2026-07-29

IWP

ISHARES TR

-0.01%

Shares100.9K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-2.72%

Shares37.5K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

261.46%

Shares105.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-0.84%

Shares16.7K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

1.10%

Shares53.5K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-8.29%

Shares30.6K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

-10.17%

Shares32.8K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

-4.79%

Shares44.1K

Event2026-06-30

Filed2026-07-29

VOOV

VANGUARD ADMIRAL FDS INC

-0.02%

Shares41.1K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-0.14%

Shares27.2K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.18%

Shares16.9K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

-2.62%

Shares78.5K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-6.56%

Shares34.4K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-1.78%

Shares20.7K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

-5.90%

Shares81.2K

Event2026-06-30

Filed2026-07-29

CARR

CARRIER GLOBAL CORPORATION

-3.27%

Shares104.8K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

-0.05%

Shares101.1K

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC

-4.98%

Shares15.0K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

-0.60%

Shares65.8K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

634.97%

Shares57.0K

Event2026-06-30

Filed2026-07-29

OTIS

OTIS WORLDWIDE CORP

-3.02%

Shares94.7K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-5.05%

Shares7.2K

Event2026-06-30

Filed2026-07-29

VISA INC

-7.74%

Shares17.8K

Event2026-06-30

Filed2026-07-29

BOND

PIMCO ETF TR

32.36%

Shares61.3K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-0.36%

Shares5.2K

Event2026-06-30

Filed2026-07-29

ARCH CAP GROUP LTD

-0.90%

Shares56.8K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

2353.87%

Shares75.8K

Event2026-06-30

Filed2026-07-29

GVI

ISHARES TR

11.77%

Shares48.8K

Event2026-06-30

Filed2026-07-29

HEZU

ISHARES TR

0.00%

Shares100.3K

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

8.21%

Shares59.9K

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP

-9.38%

Shares10.8K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

-1.10%

Shares16.0K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-4.33%

Shares13.4K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

-2.17%

Shares3.9K

Event2026-06-30

Filed2026-07-29

REGL

PROSHARES TR

-14.66%

Shares51.4K

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

-3.80%

Shares17.7K

Event2026-06-30

Filed2026-07-29

AIG

AMERICAN INTL GROUP INC

0.00%

Shares58.2K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

0.15%

Shares10.5K

Event2026-06-30

Filed2026-07-29

IWS

ISHARES TR

-0.01%

Shares26.1K

Event2026-06-30

Filed2026-07-29

IOO

ISHARES TR

-3.06%

Shares31.1K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

0.80%

Shares16.5K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

-2.09%

Shares52.3K

Event2026-06-30

Filed2026-07-29

HDV

ISHARES TR

400.00%

Shares148.0K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

-0.99%

Shares67.7K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

-1.18%

Shares14.3K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

-1.65%

Shares10.4K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

3.51%

Shares23.7K

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

-5.14%

Shares46.5K

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X FDS

-5.29%

Shares61.3K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

-0.04%

Shares21.4K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

-2.91%

Shares38.6K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

0.00%

Shares22.1K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.47%

Shares6.7K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

1.73%

Shares23.1K

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares18.2K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-1.16%

Shares5.4K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

0.18%

Shares8.2K

Event2026-06-30

Filed2026-07-29

IJT

ISHARES TR

-1.20%

Shares16.8K

Event2026-06-30

Filed2026-07-29

NOBL

PROSHARES TR

98.35%

Shares50.3K

Event2026-06-30

Filed2026-07-29

CTAS

CINTAS CORP

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

-0.44%

Shares10.2K

Event2026-06-30

Filed2026-07-29

TDIV

FIRST TR EXCHANGE TRADED FD

-0.73%

Shares23.8K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

3.74%

Shares30.7K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

-0.71%

Shares3.5K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-4.59%

Shares17.7K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

-11.12%

Shares3.5K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

-2.53%

Shares5.7K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

-3.49%

Shares15.7K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

-1.82%

Shares13.5K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

0.00%

Shares24.7K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-3.56%

Shares2.0K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

1.84%

Shares4.2K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

4.07%

Shares8.5K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

-9.43%

Shares4.2K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-0.95%

Shares5.7K

Event2026-06-30

Filed2026-07-29

SNA

SNAP ON INC

-2.66%

Shares5.1K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

0.06%

Shares7.9K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

-12.45%

Shares2.8K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

-0.27%

Shares17.3K

Event2026-06-30

Filed2026-07-29

AMERIPRISE FINL INC

-3.69%

Shares4.2K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

0.02%

Shares4.9K

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

-0.67%

Shares5.0K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-0.12%

Shares13.6K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

5.84%

Shares32.0K

Event2026-06-30

Filed2026-07-29

MTB

M & T BK CORP

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

4.23%

Shares15.5K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

1.63%

Shares7.8K

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

2.06%

Shares3.5K

Event2026-06-30

Filed2026-07-29

AXS

AXIS CAP HLDGS LTD

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

-1.74%

Shares20.1K

Event2026-06-30

Filed2026-07-29

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares37.1K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

-1.63%

Shares11.1K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INC

-2.76%

Shares17.0K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-13.61%

Shares3.7K

Event2026-06-30

Filed2026-07-29

TOTL

SSGA ACTIVE ETF TR

0.19%

Shares38.8K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY MERRIMACK STR TR

-22.64%

Shares32.4K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares25.4K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

-10.99%

Shares6.0K

Event2026-06-30

Filed2026-07-29

THE CIGNA GROUP

-11.37%

Shares5.2K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

101.48%

Shares7.7K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

-3.05%

Shares6.3K

Event2026-06-30

Filed2026-07-29

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

2.05%

Shares5.0K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

-4.34%

Shares1.4K

Event2026-06-30

Filed2026-07-29

VRTX

VERTEX PHARMACEUTICALS INC

-0.19%

Shares2.6K

Event2026-06-30

Filed2026-07-29

PFF

ISHARES TR

-23.21%

Shares42.9K

Event2026-06-30

Filed2026-07-29

SLYV

SPDR SERIES TRUST

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-29

ULS

UL SOLUTIONS INC

-0.85%

Shares12.6K

Event2026-06-30

Filed2026-07-29

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares30.2K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

-2.52%

Shares10.8K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-0.63%

Shares9.7K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

3.14%

Shares23.0K

Event2026-06-30

Filed2026-07-29

HUBB

HUBBELL INC

-2.27%

Shares2.3K

Event2026-06-30

Filed2026-07-29

VPU

VANGUARD WORLD FD

-19.96%

Shares6.2K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

-11.02%

Shares6.3K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

9.01%

Shares593

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

1.65%

Shares13.9K

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO

-8.82%

Shares23.5K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-6.23%

Shares6.8K

Event2026-06-30

Filed2026-07-29

DES

WISDOMTREE TR

0.00%

Shares27.5K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-0.83%

Shares2.2K

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

-6.41%

Shares10.3K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

-0.24%

Shares3.3K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

-3.83%

Shares1.1K

Event2026-06-30

Filed2026-07-29

MDYG

SPDR SERIES TRUST

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ESGE

ISHARES INC

6.09%

Shares19.4K

Event2026-06-30

Filed2026-07-29

MBB

ISHARES TR

5.95%

Shares11.2K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

-14.14%

Shares3.9K

Event2026-06-30

Filed2026-07-29

ACWV

ISHARES INC

7.08%

Shares8.7K

Event2026-06-30

Filed2026-07-29

SLYG

SPDR SERIES TRUST

-1.74%

Shares8.7K

Event2026-06-30

Filed2026-07-29

HRZN

HORIZON TECHNOLOGY FIN CORP

0.33%

Shares214.5K

Event2026-06-30

Filed2026-07-29

AME

AMETEK INC

-1.60%

Shares4.1K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

2.75%

Shares18.7K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-1.79%

Shares9.8K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

SUSA

ISHARES TR

45.70%

Shares6.2K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-0.07%

Shares4.2K

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

BIV

VANGUARD BD INDEX FDS

-6.90%

Shares11.8K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

-5.76%

Shares785

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

-25.82%

Shares13.0K

Event2026-06-30

Filed2026-07-29

DEERE & CO

-7.92%

Shares1.4K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

-26.45%

Shares3.0K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

2.55%

Shares4.0K

Event2026-06-30

Filed2026-07-29

PDI

PIMCO DYNAMIC INCOME FD

New

Shares52.8K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

-7.49%

Shares4.4K

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN WILLIAMS CO

-0.47%

Shares2.5K

Event2026-06-30

Filed2026-07-29

QUANTA SVCS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

9.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

15.78%

Shares1.3K

Event2026-06-30

Filed2026-07-29

AJG

GALLAGHER ARTHUR J & CO

-2.53%

Shares3.7K

Event2026-06-30

Filed2026-07-29

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

-0.75%

Shares8.2K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

-26.78%

Shares2.4K

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

-3.74%

Shares2.8K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

-4.35%

Shares2.6K

Event2026-06-30

Filed2026-07-29

GLP

GLOBAL PARTNERS LP

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-8.92%

Shares8.5K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-3.88%

Shares9.5K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

33.88%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

LABCORP HOLDINGS INC

-2.70%

Shares2.7K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

9.48%

Shares10.4K

Event2026-06-30

Filed2026-07-29

AON

AON PLC

-4.27%

Shares2.2K

Event2026-06-30

Filed2026-07-29

RFG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-29

HIG

HARTFORD INSURANCE GROUP INC

-2.83%

Shares5.3K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

DMXF

ISHARES TR

66.12%

Shares7.9K

Event2026-06-30

Filed2026-07-29

HAL

HALLIBURTON CO

-1.29%

Shares19.2K

Event2026-06-30

Filed2026-07-29

IEF

ISHARES TR

8.13%

Shares6.9K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

-3.22%

Shares2.2K

Event2026-06-30

Filed2026-07-29

IYF

ISHARES TR

-3.93%

Shares5.0K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

-2.34%

Shares1.5K

Event2026-06-30

Filed2026-07-29

IHI

ISHARES TR

-8.14%

Shares12.7K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

-13.23%

Shares8.5K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

-0.68%

Shares2.8K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

-16.51%

Shares3.6K

Event2026-06-30

Filed2026-07-29

ALC

ALCON AG

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-29

VIS

VANGUARD WORLD FD

0.24%

Shares1.7K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

0.01%

Shares7.4K

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES TR

3.17%

Shares3.2K

Event2026-06-30

Filed2026-07-29

CWB

SPDR SERIES TRUST

-19.81%

Shares5.6K

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

-11.64%

Shares4.8K

Event2026-06-30

Filed2026-07-29

INDA

ISHARES TR

-13.59%

Shares11.9K

Event2026-06-30

Filed2026-07-29

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-0.07%

Shares3.1K

Event2026-06-30

Filed2026-07-29

SPEM

SPDR INDEX SHS FDS

92.52%

Shares11.2K

Event2026-06-30

Filed2026-07-29

FLOT

ISHARES TR

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-29

PRU

PRUDENTIAL FINL INC

-4.57%

Shares5.2K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

-4.43%

Shares5.8K

Event2026-06-30

Filed2026-07-29

HEI

HEICO CORP NEW

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

REZ

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-29

EVERSOURCE ENERGY

-4.86%

Shares7.4K

Event2026-06-30

Filed2026-07-29

FIX

COMFORT SYS USA INC

-45.29%

Shares267

Event2026-06-30

Filed2026-07-29

XYL

XYLEM INC

-5.66%

Shares4.4K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

-5.90%

Shares5.1K

Event2026-06-30

Filed2026-07-29

EQIX

EQUINIX INC

0.00%

Shares499

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

-36.36%

Shares2.4K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

MMC

MARSH & MCLENNAN COS INC

-14.98%

Shares2.9K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

-41.35%

Shares993

Event2026-06-30

Filed2026-07-29

BCI

ABRDN ETFS

New

Shares21.5K

Event2026-06-30

Filed2026-07-29

REGN

REGENERON PHARMACEUTICALS

0.13%

Shares766

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

-30.10%

Shares16.2K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

-6.01%

Shares8.2K

Event2026-06-30

Filed2026-07-29

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares818

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

5.56%

Shares1.3K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IBB

ISHARES TR

-17.55%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

0.02%

Shares12.5K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

0.71%

Shares1.1K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

23.35%

Shares5.8K

Event2026-06-30

Filed2026-07-29

TORONTO DOMINION BK ONT

-2.88%

Shares3.5K

Event2026-06-30

Filed2026-07-29

PHDG

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES TR

-4.47%

Shares3.4K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

-0.45%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HOLDINGS INC

2347.92%

Shares2.4K

Event2026-06-30

Filed2026-07-29

GRMN

GARMIN LTD

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

CSL

CARLISLE COS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

FICO

FAIR ISAAC CORP

-0.58%

Shares345

Event2026-06-30

Filed2026-07-29

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

58.48%

Shares1.7K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

55.99%

Shares13.9K

Event2026-06-30

Filed2026-07-29

DON

WISDOMTREE TR

-62.50%

Shares7.0K

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

-6.55%

Shares8.6K

Event2026-06-30

Filed2026-07-29

TFX

TELEFLEX INCORPORATED

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

-3.53%

Shares957

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

32.40%

Shares1.6K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

HALOZYME THERAPEUTICS INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

MKC

MCCORMICK & CO INC

-14.53%

Shares7.1K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

-1.80%

Shares3.1K

Event2026-06-30

Filed2026-07-29

TSCO

TRACTOR SUPPLY CO

-1.49%

Shares11.3K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

-2.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

New

Shares595

Event2026-06-30

Filed2026-07-29

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

BROS

DUTCH BROS INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

IJK

ISHARES TR

-9.90%

Shares2.9K

Event2026-06-30

Filed2026-07-29

VST

VISTRA CORP

-0.57%

Shares2.1K

Event2026-06-30

Filed2026-07-29

DNP

DNP SELECT INCOME FD INC

0.00%

Shares30.3K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP

-1.19%

Shares3.6K

Event2026-06-30

Filed2026-07-29

PLD

PROLOGIS INC.

-8.28%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

New

Shares482

Event2026-06-30

Filed2026-07-29

MSCI

MSCI INC

-6.34%

Shares561

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.00%

Shares891

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

-0.71%

Shares976

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

-0.80%

Shares1.2K

Event2026-06-30

Filed2026-07-29

AGILENT TECHNOLOGIES INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

OKTA

OKTA INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

0.12%

Shares5.2K

Event2026-06-30

Filed2026-07-29

ESGD

ISHARES TR

0.18%

Shares2.8K

Event2026-06-30

Filed2026-07-29

GARTNER INC

-43.84%

Shares2.2K

Event2026-06-30

Filed2026-07-29

BOEING CO

8.18%

Shares1.3K

Event2026-06-30

Filed2026-07-29

CDNS

CADENCE DESIGN SYSTEM INC

-6.48%

Shares751

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

6.19%

Shares6.6K

Event2026-06-30

Filed2026-07-29

VGIT

VANGUARD SCOTTSDALE FDS

-9.14%

Shares4.8K

Event2026-06-30

Filed2026-07-29

PFM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

0.19%

Shares2.1K

Event2026-06-30

Filed2026-07-29

WTW

WILLIS TOWERS WATSON PLC LTD

-1.31%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AT&T INC

-0.11%

Shares13.1K

Event2026-06-30

Filed2026-07-29

CCJ

CAMECO CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

3M CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

IDEXX LABS INC

34.49%

Shares503

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-0.39%

Shares517

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

-18.80%

Shares2.7K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

-1.38%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IBTI

ISHARES TR

0.20%

Shares11.3K

Event2026-06-30

Filed2026-07-29

ALPS ETF TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

PDT

HANCOCK JOHN PREM DIVID FD

0.00%

Shares18.7K

Event2026-06-30

Filed2026-07-29

WASH

WASHINGTON TR BANCORP INC

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-29

MMT

ABERDEEN MULTI-MARKET INCOME

0.00%

Shares53.9K

Event2026-06-30

Filed2026-07-29

GENERAL MTRS CO

-3.27%

Shares3.1K

Event2026-06-30

Filed2026-07-29

INTU

INTUIT

-3.26%

Shares889

Event2026-06-30

Filed2026-07-29

IWY

ISHARES TR

New

Shares798

Event2026-06-30

Filed2026-07-29

POWA

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

ISCG

ISHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-29

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-29

FLS

FLOWSERVE CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

New

Shares736

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

-1.35%

Shares877

Event2026-06-30

Filed2026-07-29

ESGV

VANGUARD WORLD FD

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares2.4K

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD WORLD FD

325.82%

Shares2.3K

Event2026-06-30

Filed2026-07-29

GDV

GABELLI DIVID & INCOME TR

New

Shares6.9K

Event2026-06-30

Filed2026-07-29

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-54.19%

Shares5.2K

Event2026-06-30

Filed2026-07-29

IYJ

ISHARES TR

-26.25%

Shares1.2K

Event2026-06-30

Filed2026-07-29

AMT

AMERICAN TOWER CORP

-29.13%

Shares1.2K

Event2026-06-30

Filed2026-07-29

VEEV

VEEVA SYS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

-18.12%

Shares1.3K

Event2026-06-30

Filed2026-07-29

SDGR

SCHRODINGER INC

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-29

PDO

PIMCO DYNAMIC INCOME OPRNTS

New

Shares10.2K

Event2026-06-30

Filed2026-07-29

DSL

DOUBLELINE INCOME SOLUTIONS

New

Shares10.1K

Event2026-06-30

Filed2026-07-29

TLSI

TRISALUS LIFE SCIENCES INC

0.00%

Shares22.3K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available