Sponsored
The Analysis of Continuum Advisory, LLC's Holdings & P&L
Currently, Continuum Advisory, LLC holds 1986 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in MCK (+10.4K shares, valued at $7.9M), EXE (+68.9K shares, valued at $6.3M), INTU (+21.9K shares, valued at $5.7M); decreased their positions in NEM (-81.1K shares, valued at $7.6M), N/A (-44.1K shares, valued at $3.5M), MU (-1.6K shares, valued at $1.8M); initiated new positions in EXE (+68.9K shares, valued at $6.3M), INTU (+21.9K shares, valued at $5.7M), CGNG (+109.2K shares, valued at $4.1M).
1M P&L
-4.9M-0.45%
3M P&L
+5.4M+0.50%
HY P&L
+17.6M+1.63%
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/A680.2M
61.9%
2Semiconductors70.2M
6.4%
3Consumer Electronics47.5M
4.3%
Top Industries by Stock Count
1N/A766 stocks
41.7%
2Banks - Regional45 stocks
2.5%
3Software - Application43 stocks
2.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF87.1K shares3.12%2026-06-302026-08-06
Sponsored
Sponsored
Sponsored
Sponsored
STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF76.6K shares0.60%2026-06-302026-08-06
COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM6.5K shares-9.30%2026-06-302026-08-06
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XSVN BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF38.6K shares15.27%2026-06-302026-08-06
Sponsored
Sponsored
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF27.3K shares-0.31%2026-06-302026-08-06
Sponsored
Sponsored
Sponsored
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF84.1K shares-10.84%2026-06-302026-08-06
Sponsored
Sponsored
Sponsored
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF12.6K shares-0.95%2026-06-302026-08-06
Sponsored
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF57.0K shares0.28%2026-06-302026-08-06
Sponsored
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST12.8K shares-19.27%2026-06-302026-08-06
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.0K shares11.46%2026-06-302026-08-06
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Sponsored
Sponsored
STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF18.1K shares-0.58%2026-06-302026-08-06
Sponsored
Sponsored
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX3.8K shares73.74%2026-06-302026-08-06
Sponsored
Sponsored
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND6.4K sharesnew addition2026-06-302026-08-06
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Sponsored
Sponsored
Sponsored
Sponsored
ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF4.8K shares-7.00%2026-06-302026-08-06
Sponsored
SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK2.7K sharesnew addition2026-06-302026-08-06
Sponsored
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF14.8K sharesnew addition2026-06-302026-08-06
Sponsored
Sponsored
Sponsored
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF12.5K shares62.93%2026-06-302026-08-06
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A2.0K shares96.97%2026-06-302026-08-06
Sponsored
Sponsored
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF4.4K sharesnew addition2026-06-302026-08-06
Sponsored
Sponsored
Sponsored
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF7.7K shares-32.43%2026-06-302026-08-06
Sponsored
Sponsored
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF7.1K sharesnew addition2026-06-302026-08-06
Sponsored
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF1.7K sharesnew addition2026-06-302026-08-06
ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF3.7K sharesnew addition2026-06-302026-08-06
Sponsored
Sponsored
Sponsored
AAPL
-0.40%APPLE INC COM
Shares163.7K
Event2026-06-30
Filed2026-08-06
CGDV
-2.47%CAPITAL GROUP DIVIDEND VALUE ETF
Shares932.6K
Event2026-06-30
Filed2026-08-06
WMT
3.50%WALMART INC COM
Shares358.0K
Event2026-06-30
Filed2026-08-06
MU
-4.95%MICRON TECHNOLOGY INC COM
Shares30.5K
Event2026-06-30
Filed2026-08-06
JCPB
3.11%JPMORGAN CORE PLUS BOND ETF
Shares735.9K
Event2026-06-30
Filed2026-08-06
PYLD
4.88%PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares1.2M
Event2026-06-30
Filed2026-08-06
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
3.12%VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
Shares87.1K
Event2026-06-30
Filed2026-08-06
CGCB
1.86%CAPITAL GROUP CORE BOND ETF
Shares1.1M
Event2026-06-30
Filed2026-08-06
VXF
1.10%VANGUARD EXTENDED MARKET ETF
Shares109.8K
Event2026-06-30
Filed2026-08-06
NVDA
4.79%NVIDIA CORPORATION COM
Shares115.6K
Event2026-06-30
Filed2026-08-06
MSFT
1.83%MICROSOFT CORP COM
Shares54.3K
Event2026-06-30
Filed2026-08-06
QQQ
-4.46%INVESCO QQQ TRUST SERIES I
Shares24.1K
Event2026-06-30
Filed2026-08-06
AMZN
2.84%AMAZON COM INC COM
Shares73.8K
Event2026-06-30
Filed2026-08-06
VOO
14.97%VANGUARD S&P 500 ETF
Shares25.5K
Event2026-06-30
Filed2026-08-06
BND
13.15%VANGUARD TOTAL BOND MARKET ETF
Shares233.0K
Event2026-06-30
Filed2026-08-06
QUS
2.16%STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
Shares75.1K
Event2026-06-30
Filed2026-08-06
GOOGL
5.81%ALPHABET INC CAP STK CL A
Shares37.5K
Event2026-06-30
Filed2026-08-06
OEF
-2.60%ISHARES S&P 100 ETF
Shares36.6K
Event2026-06-30
Filed2026-08-06
FEOE
10.93%FIRST EAGLE OVERSEAS EQUITY ETF
Shares238.3K
Event2026-06-30
Filed2026-08-06
VV
-7.33%VANGUARD MORNINGSTAR LARGE-CAP ET
Shares34.4K
Event2026-06-30
Filed2026-08-06
ISHARES CORE MSCI EAFE ETF
4.01%ISHARES CORE MSCI EAFE ETF
Shares113.7K
Event2026-06-30
Filed2026-08-06
ISHARES CORE S&P 500 ETF
4.49%ISHARES CORE S&P 500 ETF
Shares14.2K
Event2026-06-30
Filed2026-08-06
CRDT
3.32%SIMPLIFY OPPORTUNISTIC INCOME ETF
Shares446.0K
Event2026-06-30
Filed2026-08-06
BIV
9.33%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares108.4K
Event2026-06-30
Filed2026-08-06
MCK
2101.21%MCKESSON CORP COM
Shares10.9K
Event2026-06-30
Filed2026-08-06
SCHD
14.31%SCHWAB US DIVIDEND EQUITY ETF
Shares259.6K
Event2026-06-30
Filed2026-08-06
VB
0.48%VANGUARD MORNINGSTAR SMALL-CAP ETF
Shares26.2K
Event2026-06-30
Filed2026-08-06
STATE STREET SPDR S&P 500 ETF
5.91%STATE STREET SPDR S&P 500 ETF
Shares10.5K
Event2026-06-30
Filed2026-08-06
BIL
3.81%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares81.4K
Event2026-06-30
Filed2026-08-06
VO
306.75%VANGUARD MORNINGSTAR MID-CAP ETF
Shares91.6K
Event2026-06-30
Filed2026-08-06
SPYG
15.02%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares62.0K
Event2026-06-30
Filed2026-08-06
CGGR
2.38%CAPITAL GROUP GROWTH ETF
Shares155.3K
Event2026-06-30
Filed2026-08-06
SPDW
-0.92%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares136.8K
Event2026-06-30
Filed2026-08-06
STATE STREET SPDR PORTFOLIO S&P 500 ETF
0.60%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares76.6K
Event2026-06-30
Filed2026-08-06
VTV
5.84%VANGUARD MORNINGSTAR VALUE ETF
Shares29.0K
Event2026-06-30
Filed2026-08-06
EXE
NewEXPAND ENERGY CORPORATION COM
Shares68.9K
Event2026-06-30
Filed2026-08-06
COSTCO WHOLESALE CORPORATION COM
-9.30%COSTCO WHOLESALE CORPORATION COM
Shares6.5K
Event2026-06-30
Filed2026-08-06
JPMORGAN CHASE & CO COM
-5.81%JPMORGAN CHASE & CO COM
Shares18.4K
Event2026-06-30
Filed2026-08-06
CGXU
11.76%CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
Shares173.4K
Event2026-06-30
Filed2026-08-06
BMRN
-0.04%BIOMARIN PHARMACEUTICAL INC COM
Shares104.5K
Event2026-06-30
Filed2026-08-06
TIPX
2.55%STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF
Shares314.8K
Event2026-06-30
Filed2026-08-06
BROADCOM INC COM
5.79%BROADCOM INC COM
Shares15.8K
Event2026-06-30
Filed2026-08-06
FSLR
66.92%FIRST SOLAR INC COM
Shares25.0K
Event2026-06-30
Filed2026-08-06
IAGG
5.10%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares115.4K
Event2026-06-30
Filed2026-08-06
VONG
-0.53%VANGUARD RUSSELL 1000 GROWTH ETF
Shares44.9K
Event2026-06-30
Filed2026-08-06
INTU
NewINTUIT COM
Shares21.9K
Event2026-06-30
Filed2026-08-06
LLY
93.79%ELI LILLY & CO COM
Shares4.7K
Event2026-06-30
Filed2026-08-06
IUSB
19.55%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares122.9K
Event2026-06-30
Filed2026-08-06
BRK.B
3.15%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares11.0K
Event2026-06-30
Filed2026-08-06
CI
0.35%THE CIGNA GROUP COM
Shares19.6K
Event2026-06-30
Filed2026-08-06
JPIE
1.52%JPMORGAN INCOME ETF
Shares115.0K
Event2026-06-30
Filed2026-08-06
GOOG
7.72%ALPHABET INC CAP STK CL C
Shares14.6K
Event2026-06-30
Filed2026-08-06
JEPI
-15.44%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares90.6K
Event2026-06-30
Filed2026-08-06
ALERIAN MLP ETF
0.61%ALERIAN MLP ETF
Shares95.5K
Event2026-06-30
Filed2026-08-06
IWM
-3.99%ISHARES RUSSELL 2000 ETF
Shares16.0K
Event2026-06-30
Filed2026-08-06
CGUS
-3.90%CAPITAL GROUP CORE EQUITY ETF
Shares105.1K
Event2026-06-30
Filed2026-08-06
SDVY
3.73%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares105.2K
Event2026-06-30
Filed2026-08-06
AMD
6.35%ADVANCED MICRO DEVICES INC COM
Shares7.6K
Event2026-06-30
Filed2026-08-06
ADOBE INC COM
1084.47%ADOBE INC COM
Shares21.3K
Event2026-06-30
Filed2026-08-06
FTSM
111.37%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares70.4K
Event2026-06-30
Filed2026-08-06
WMB
0.66%WILLIAMS COS INC COM
Shares56.5K
Event2026-06-30
Filed2026-08-06
SPEM
1.87%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares80.8K
Event2026-06-30
Filed2026-08-06
CGBL
16.50%CAPITAL GROUP CORE BALANCED ETF
Shares109.5K
Event2026-06-30
Filed2026-08-06
CGNG
NewCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
Shares109.2K
Event2026-06-30
Filed2026-08-06
VUG
493.74%VANGUARD MORNINGSTAR GROWTH ETF
Shares47.3K
Event2026-06-30
Filed2026-08-06
CAT
-1.04%CATERPILLAR INC COM
Shares3.8K
Event2026-06-30
Filed2026-08-06
META PLATFORMS INC CL A
8.04%META PLATFORMS INC CL A
Shares7.2K
Event2026-06-30
Filed2026-08-06
TSLA
1.15%TESLA INC COM
Shares9.6K
Event2026-06-30
Filed2026-08-06
ETR
2.12%ENTERGY CORP NEW COM
Shares35.2K
Event2026-06-30
Filed2026-08-06
VOOG
500.15%VANGUARD S&P 500 GROWTH ETF
Shares48.0K
Event2026-06-30
Filed2026-08-06
VXUS
8.76%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares46.2K
Event2026-06-30
Filed2026-08-06
ZM
NewZOOM COMMUNICATIONS INC CL A
Shares45.4K
Event2026-06-30
Filed2026-08-06
FVD
3.09%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares80.7K
Event2026-06-30
Filed2026-08-06
PTC
1127.74%PTC INC COM
Shares34.0K
Event2026-06-30
Filed2026-08-06
JPST
-4.98%JPMORGAN ULTRA-SHORT INCOME ETF
Shares75.1K
Event2026-06-30
Filed2026-08-06
RDVY
89.22%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares44.4K
Event2026-06-30
Filed2026-08-06
CVX
-6.72%CHEVRON CORPORATION COM
Shares21.6K
Event2026-06-30
Filed2026-08-06
LNG
1.99%CHENIERE ENERGY INC COM NEW
Shares15.0K
Event2026-06-30
Filed2026-08-06
SHYG
14.46%ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Shares83.6K
Event2026-06-30
Filed2026-08-06
LMBS
-3.03%FIRST TRUST LOW DURATION OPPORTUNITIES ETF
Shares70.9K
Event2026-06-30
Filed2026-08-06
ABBVIE INC COM
-1.21%ABBVIE INC COM
Shares13.7K
Event2026-06-30
Filed2026-08-06
PVAL
64.46%PUTNAM FOCUSED LARGE CAP VALUE ETF
Shares67.2K
Event2026-06-30
Filed2026-08-06
IVW
37.00%ISHARES S&P 500 GROWTH ETF
Shares24.9K
Event2026-06-30
Filed2026-08-06
EMLP
5.46%FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
Shares77.2K
Event2026-06-30
Filed2026-08-06
IWR
3.61%ISHARES RUSSELL MIDCAP ETF
Shares30.4K
Event2026-06-30
Filed2026-08-06
IEMG
-6.31%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares39.3K
Event2026-06-30
Filed2026-08-06
AVDV
-12.82%AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
Shares31.5K
Event2026-06-30
Filed2026-08-06
SOXX
-3.95%ISHARES SEMICONDUCTOR ETF
Shares5.0K
Event2026-06-30
Filed2026-08-06
DBEF
5.72%XTRACKERS MSCI EAFE HEDGED EQUITY ETF
Shares57.9K
Event2026-06-30
Filed2026-08-06
CGCP
-0.59%CAPITAL GROUP CORE PLUS INCOME ETF
Shares141.3K
Event2026-06-30
Filed2026-08-06
GLD
-21.17%SPDR GOLD SHARES
Shares8.2K
Event2026-06-30
Filed2026-08-06
VCSH
5.48%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares38.0K
Event2026-06-30
Filed2026-08-06
LSTR
0.24%LANDSTAR SYS INC COM
Shares14.4K
Event2026-06-30
Filed2026-08-06
HYG
46.41%ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares37.1K
Event2026-06-30
Filed2026-08-06
AVUV
44.41%AVANTIS U.S. SMALL CAP VALUE ETF
Shares23.6K
Event2026-06-30
Filed2026-08-06
QQQM
35.80%INVESCO NASDAQ 100 ETF
Shares9.4K
Event2026-06-30
Filed2026-08-06
XBI
389.08%STATE STREET SPDR S&P BIOTECH ETF
Shares18.0K
Event2026-06-30
Filed2026-08-06
VNQ
5.01%VANGUARD REAL ESTATE ETF
Shares28.2K
Event2026-06-30
Filed2026-08-06
VIG
113.51%VANGUARD DIVIDEND APPRECIATION ETF
Shares11.2K
Event2026-06-30
Filed2026-08-06
PID
10.30%INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
Shares116.5K
Event2026-06-30
Filed2026-08-06
NOBL
91.11%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares46.0K
Event2026-06-30
Filed2026-08-06
NVT
2.62%NVENT ELEC PLC SHS
Shares15.0K
Event2026-06-30
Filed2026-08-06
MGK
419.23%VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF
Shares28.6K
Event2026-06-30
Filed2026-08-06
COPX
0.28%GLOBAL X COPPER MINERS ETF
Shares32.5K
Event2026-06-30
Filed2026-08-06
CISCO SYS INC COM
4.49%CISCO SYS INC COM
Shares21.1K
Event2026-06-30
Filed2026-08-06
REZ
4.45%ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
Shares26.1K
Event2026-06-30
Filed2026-08-06
KLAC
1015.77%KLA CORP COM NEW
Shares8.1K
Event2026-06-30
Filed2026-08-06
CCJ
4.26%CAMECO CORP COM
Shares23.2K
Event2026-06-30
Filed2026-08-06
IDMO
70.54%INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
Shares38.4K
Event2026-06-30
Filed2026-08-06
IJH
-7.05%ISHARES CORE S&P MID-CAP ETF
Shares30.0K
Event2026-06-30
Filed2026-08-06
QCOM
-2.84%QUALCOMM INC COM
Shares12.5K
Event2026-06-30
Filed2026-08-06
VISA INC COM CL A
4.23%VISA INC COM CL A
Shares6.5K
Event2026-06-30
Filed2026-08-06
TYA
11.58%SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF
Shares173.1K
Event2026-06-30
Filed2026-08-06
HD
-3.22%HOME DEPOT INC COM
Shares6.3K
Event2026-06-30
Filed2026-08-06
SHY
12.39%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares25.5K
Event2026-06-30
Filed2026-08-06
SPIP
8.18%STATE STREET SPDR PORTFOLIO TIPS ETF
Shares80.2K
Event2026-06-30
Filed2026-08-06
CACI
-2.41%CACI INTL INC CL A
Shares4.4K
Event2026-06-30
Filed2026-08-06
SPHY
0.26%STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
Shares84.8K
Event2026-06-30
Filed2026-08-06
LIN
-2.20%LINDE PLC SHS
Shares3.8K
Event2026-06-30
Filed2026-08-06
INTC
3.02%INTEL CORP COM
Shares14.2K
Event2026-06-30
Filed2026-08-06
AGNC INVT CORP COM
6.02%AGNC INVT CORP COM
Shares179.4K
Event2026-06-30
Filed2026-08-06
VEA
-4.06%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares27.4K
Event2026-06-30
Filed2026-08-06
IJR
-17.63%ISHARES CORE S&P SMALL CAP ETF
Shares13.1K
Event2026-06-30
Filed2026-08-06
PM
14.52%PHILIP MORRIS INTL INC COM
Shares10.7K
Event2026-06-30
Filed2026-08-06
VANECK GOLD MINERS ETF
-21.20%VANECK GOLD MINERS ETF
Shares25.2K
Event2026-06-30
Filed2026-08-06
ENTG
NewENTEGRIS INC COM
Shares10.4K
Event2026-06-30
Filed2026-08-06
DSI
-0.82%ISHARES ESG MSCI KLD 400 ETF
Shares13.0K
Event2026-06-30
Filed2026-08-06
XSVN
15.27%BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF
Shares38.6K
Event2026-06-30
Filed2026-08-06
ARTY
-21.87%ISHARES FUTURE AI & TECH ETF
Shares23.9K
Event2026-06-30
Filed2026-08-06
JAAA
18.33%JANUS HENDERSON AAA CLO ETF
Shares35.6K
Event2026-06-30
Filed2026-08-06
HDV
2543.54%ISHARES CORE HIGH DIVIDEND ETF
Shares65.5K
Event2026-06-30
Filed2026-08-06
SCHV
1.29%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares51.3K
Event2026-06-30
Filed2026-08-06
HYDB
-11.54%ISHARES HIGH YIELD SYSTEMATIC BOND ETF
Shares37.0K
Event2026-06-30
Filed2026-08-06
SCHF
5.17%SCHWAB INTERNATIONAL EQUITY ETF
Shares62.5K
Event2026-06-30
Filed2026-08-06
VTEB
3.78%VANGUARD TAX-EXEMPT BOND ETF
Shares34.1K
Event2026-06-30
Filed2026-08-06
MASTERCARD INCORPORATED CL A
-17.95%MASTERCARD INCORPORATED CL A
Shares3.4K
Event2026-06-30
Filed2026-08-06
IBM
12.29%INTERNATIONAL BUSINESS MACHS COM
Shares6.1K
Event2026-06-30
Filed2026-08-06
VSAT
0.00%VIASAT INC COM
Shares19.0K
Event2026-06-30
Filed2026-08-06
TDVG
-33.70%T. ROWE PRICE DIVIDEND GROWTH ETF
Shares34.5K
Event2026-06-30
Filed2026-08-06
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-0.31%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares27.3K
Event2026-06-30
Filed2026-08-06
OUNZ
57.69%VANECK MERK GOLD ETF
Shares43.4K
Event2026-06-30
Filed2026-08-06
COWZ
269.83%PACER US CASH COWS 100 ETF
Shares26.2K
Event2026-06-30
Filed2026-08-06
PG
-27.43%PROCTER & GAMBLE CO COM
Shares11.1K
Event2026-06-30
Filed2026-08-06
JOHNSON CTLS INTL PLC SHS
545.56%JOHNSON CTLS INTL PLC SHS
Shares11.1K
Event2026-06-30
Filed2026-08-06
SPTS
8.92%STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
Shares55.5K
Event2026-06-30
Filed2026-08-06
TSM
28.40%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares3.3K
Event2026-06-30
Filed2026-08-06
SPHD
390.00%INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
Shares30.6K
Event2026-06-30
Filed2026-08-06
PJAN
-0.24%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
Shares31.4K
Event2026-06-30
Filed2026-08-06
VWO
-7.51%VANGUARD FTSE EMERGING MARKETS ETF
Shares25.7K
Event2026-06-30
Filed2026-08-06
WFC
24.00%WELLS FARGO & CO COM
Shares18.1K
Event2026-06-30
Filed2026-08-06
QUANTA SVCS INC COM
1.27%QUANTA SVCS INC COM
Shares2.1K
Event2026-06-30
Filed2026-08-06
C
19.40%CITIGROUP INC COM NEW
Shares10.6K
Event2026-06-30
Filed2026-08-06
FANG
708.28%DIAMONDBACK ENERGY INC COM
Shares8.3K
Event2026-06-30
Filed2026-08-06
VTIP
2.08%VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Shares29.0K
Event2026-06-30
Filed2026-08-06
SCZ
2.38%ISHARES MSCI EAFE SMALL-CAP ETF
Shares17.7K
Event2026-06-30
Filed2026-08-06
CGCV
10.93%CAPITAL GROUP CONSERVATIVE EQUITY ETF
Shares44.3K
Event2026-06-30
Filed2026-08-06
AIRR
15.87%FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares10.9K
Event2026-06-30
Filed2026-08-06
BOND
8.19%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares15.8K
Event2026-06-30
Filed2026-08-06
ORACLE CORP COM
5.23%ORACLE CORP COM
Shares9.7K
Event2026-06-30
Filed2026-08-06
PANW
6.72%PALO ALTO NETWORKS INC COM
Shares4.2K
Event2026-06-30
Filed2026-08-06
SLV
107.38%ISHARES SILVER TRUST
Shares26.4K
Event2026-06-30
Filed2026-08-06
PAUG
-0.02%INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
Shares30.9K
Event2026-06-30
Filed2026-08-06
IREN
0.82%IREN LIMITED ORDINARY SHARES
Shares30.2K
Event2026-06-30
Filed2026-08-06
EWY
-32.72%ISHARES MSCI SOUTH KOREA ETF
Shares6.8K
Event2026-06-30
Filed2026-08-06
KO
-1.88%COCA COLA CO COM
Shares16.8K
Event2026-06-30
Filed2026-08-06
GEV
55.14%GE VERNOVA INC COM
Shares1.2K
Event2026-06-30
Filed2026-08-06
PDBC
-10.84%INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
Shares84.1K
Event2026-06-30
Filed2026-08-06
MTBA
1.50%SIMPLIFY MBS ETF
Shares27.0K
Event2026-06-30
Filed2026-08-06
TVAL
NewT. ROWE PRICE VALUE ETF
Shares31.8K
Event2026-06-30
Filed2026-08-06
VZ
1.62%VERIZON COMMUNICATIONS INC COM
Shares31.2K
Event2026-06-30
Filed2026-08-06
PALANTIR TECHNOLOGIES INC CL A
22.44%PALANTIR TECHNOLOGIES INC CL A
Shares11.2K
Event2026-06-30
Filed2026-08-06
HPE
NewHEWLETT PACKARD ENTERPRISE CO COM
Shares29.0K
Event2026-06-30
Filed2026-08-06
VONE
0.47%VANGUARD RUSSELL 1000 ETF
Shares3.8K
Event2026-06-30
Filed2026-08-06
SUB
2.55%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares12.2K
Event2026-06-30
Filed2026-08-06
TMO
4.19%THERMO FISHER SCIENTIFIC INC COM
Shares2.6K
Event2026-06-30
Filed2026-08-06
DVY
-8.83%ISHARES SELECT DIVIDEND ETF
Shares8.2K
Event2026-06-30
Filed2026-08-06
PSEP
-0.03%INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
Shares27.6K
Event2026-06-30
Filed2026-08-06
MRK
-0.31%MERCK & CO INC COM
Shares9.8K
Event2026-06-30
Filed2026-08-06
AMGN
6.82%AMGEN INC COM
Shares3.5K
Event2026-06-30
Filed2026-08-06
SCHG
9.32%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares36.5K
Event2026-06-30
Filed2026-08-06
NEXTERA ENERGY INC COM
-6.59%NEXTERA ENERGY INC COM
Shares14.0K
Event2026-06-30
Filed2026-08-06
EOG
1.42%EOG RES INC COM
Shares9.4K
Event2026-06-30
Filed2026-08-06
EMB
14.85%ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
Shares12.3K
Event2026-06-30
Filed2026-08-06
FDL
-17.57%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares24.3K
Event2026-06-30
Filed2026-08-06
IVE
-2.90%ISHARES S&P 500 VALUE ETF
Shares5.2K
Event2026-06-30
Filed2026-08-06
ESGV
200.31%VANGUARD ESG U.S. STOCK ETF
Shares8.8K
Event2026-06-30
Filed2026-08-06
FNDX
1.52%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Shares37.5K
Event2026-06-30
Filed2026-08-06
COF
2.55%CAPITAL ONE FINL CORP COM
Shares5.8K
Event2026-06-30
Filed2026-08-06
ABT
3.43%ABBOTT LABORATORIES COM
Shares12.7K
Event2026-06-30
Filed2026-08-06
TJX
7.94%TJX COS INC NEW COM
Shares7.6K
Event2026-06-30
Filed2026-08-06
JNJ
-47.43%JOHNSON & JOHNSON COM
Shares4.5K
Event2026-06-30
Filed2026-08-06
SPTM
-0.95%STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
Shares12.6K
Event2026-06-30
Filed2026-08-06
MCD
2.75%MCDONALDS CORP COM
Shares4.2K
Event2026-06-30
Filed2026-08-06
VYM
-0.84%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares7.1K
Event2026-06-30
Filed2026-08-06
PFEB
-8.40%INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
Shares25.7K
Event2026-06-30
Filed2026-08-06
DIS
14.08%DISNEY WALT CO COM
Shares11.4K
Event2026-06-30
Filed2026-08-06
CSX
1.41%CSX CORP COM
Shares22.9K
Event2026-06-30
Filed2026-08-06
FSIG
0.28%FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
Shares57.0K
Event2026-06-30
Filed2026-08-06
DIVB
0.16%ISHARES CORE DIVIDEND ETF
Shares17.2K
Event2026-06-30
Filed2026-08-06
IDA
-0.47%IDACORP INC COM
Shares7.0K
Event2026-06-30
Filed2026-08-06
PAPR
0.00%INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
Shares24.7K
Event2026-06-30
Filed2026-08-06
UNITEDHEALTH GROUP INC COM
-24.89%UNITEDHEALTH GROUP INC COM
Shares2.5K
Event2026-06-30
Filed2026-08-06
ANGL
-2.45%VANECK FALLEN ANGEL HIGH YIELD BOND ETF
Shares34.9K
Event2026-06-30
Filed2026-08-06
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
-19.27%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares12.8K
Event2026-06-30
Filed2026-08-06
TMUS
2.26%T-MOBILE US INC COM
Shares6.0K
Event2026-06-30
Filed2026-08-06
MS
6.13%MORGAN STANLEY COM NEW
Shares4.8K
Event2026-06-30
Filed2026-08-06
CIBR
85.38%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares11.1K
Event2026-06-30
Filed2026-08-06
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
11.46%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares1.0K
Event2026-06-30
Filed2026-08-06
PJUL
-0.02%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
Shares20.3K
Event2026-06-30
Filed2026-08-06
AXP
-7.18%AMERICAN EXPRESS CO COM
Shares2.9K
Event2026-06-30
Filed2026-08-06
MGV
10.02%VANGUARD MORNINGSTAR MEGA CAP VALUE ETF
Shares6.0K
Event2026-06-30
Filed2026-08-06
APPLIED MATLS INC COM
26.64%APPLIED MATLS INC COM
Shares1.3K
Event2026-06-30
Filed2026-08-06
CDNS
NewCADENCE DESIGN SYSTEM INC COM
Shares2.5K
Event2026-06-30
Filed2026-08-06
VWOB
6.21%VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
Shares14.2K
Event2026-06-30
Filed2026-08-06
TT
0.47%TRANE TECHNOLOGIES PLC SHS
Shares1.9K
Event2026-06-30
Filed2026-08-06
SRLN
57.80%STATE STREET BLACKSTONE SENIOR LOAN ETF
Shares23.5K
Event2026-06-30
Filed2026-08-06
IWD
0.08%ISHARES RUSSELL 1000 VALUE ETF
Shares3.9K
Event2026-06-30
Filed2026-08-06
IAU
-2.10%ISHARES GOLD TRUST
Shares12.3K
Event2026-06-30
Filed2026-08-06
NETFLIX INC. COM
31.15%NETFLIX INC. COM
Shares12.9K
Event2026-06-30
Filed2026-08-06
NLR
76.71%VANECK URANIUM AND NUCLEAR ETF
Shares7.9K
Event2026-06-30
Filed2026-08-06
T
7.52%AT&T INC COM
Shares43.5K
Event2026-06-30
Filed2026-08-06
CEF
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
Shares22.3K
Event2026-06-30
Filed2026-08-06
EFA
2.52%ISHARES MSCI EAFE ETF
Shares8.5K
Event2026-06-30
Filed2026-08-06
XLE
6.00%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares16.6K
Event2026-06-30
Filed2026-08-06
POCT
-0.02%INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
Shares18.7K
Event2026-06-30
Filed2026-08-06
UPS
14.04%UNITED PARCEL SVCS INC CL B
Shares8.0K
Event2026-06-30
Filed2026-08-06
BAC
-26.98%BANK OF AMER CORP COM
Shares15.1K
Event2026-06-30
Filed2026-08-06
CTAS
-26.65%CINTAS CORP COM
Shares5.0K
Event2026-06-30
Filed2026-08-06
MO
14.25%ALTRIA GROUP INC COM
Shares11.9K
Event2026-06-30
Filed2026-08-06
XLK
5.61%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares4.4K
Event2026-06-30
Filed2026-08-06
SCHX
-3.92%SCHWAB U.S. LARGE-CAP ETF
Shares28.0K
Event2026-06-30
Filed2026-08-06
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
-0.58%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares18.1K
Event2026-06-30
Filed2026-08-06
ANET
6.90%ARISTA NETWORKS INC COM SHS
Shares4.8K
Event2026-06-30
Filed2026-08-06
DUK
-43.15%DUKE ENERGY CORP NEW COM NEW
Shares6.4K
Event2026-06-30
Filed2026-08-06
VGT
662.61%VANGUARD INFORMATION TECHNOLOGY ETF
Shares6.8K
Event2026-06-30
Filed2026-08-06
PDEC
0.00%INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
Shares17.3K
Event2026-06-30
Filed2026-08-06
JNK
NewSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
Shares8.2K
Event2026-06-30
Filed2026-08-06
BNDX
5.56%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares16.1K
Event2026-06-30
Filed2026-08-06
CROWDSTRIKE HLDGS INC CL A
-24.02%CROWDSTRIKE HLDGS INC CL A
Shares1.0K
Event2026-06-30
Filed2026-08-06
BSV
56.96%VANGUARD SHORT-TERM BOND ETF
Shares9.8K
Event2026-06-30
Filed2026-08-06
GOVT
21.44%ISHARES U.S. TREASURY BOND ETF
Shares33.6K
Event2026-06-30
Filed2026-08-06
ALL
-0.53%ALLSTATE CORP COM
Shares3.2K
Event2026-06-30
Filed2026-08-06
BX
0.78%BLACKSTONE INC COM
Shares6.4K
Event2026-06-30
Filed2026-08-06
GILD
-0.62%GILEAD SCIENCES INC COM
Shares6.0K
Event2026-06-30
Filed2026-08-06
VOE
2.07%VANGUARD MORNINGSTAR MID-CAP VALUE ETF
Shares3.8K
Event2026-06-30
Filed2026-08-06
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares1
Event2026-06-30
Filed2026-08-06
UNP
5.74%UNION PAC CORP COM
Shares2.7K
Event2026-06-30
Filed2026-08-06
GRID
73.74%FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares3.8K
Event2026-06-30
Filed2026-08-06
MBB
18.96%ISHARES MBS ETF
Shares7.7K
Event2026-06-30
Filed2026-08-06
SUSC
-5.38%ISHARES ESG AWARE USD CORPORATE BOND ETF
Shares31.2K
Event2026-06-30
Filed2026-08-06
NLY
-14.26%ANNALY CAPITAL MANAGEMENT INC COM NEW
Shares32.2K
Event2026-06-30
Filed2026-08-06
ZAUG
0.00%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST
Shares26.1K
Event2026-06-30
Filed2026-08-06
CHUBB LIMITED COM
13.19%CHUBB LIMITED COM
Shares2.1K
Event2026-06-30
Filed2026-08-06
WELL
-44.79%WELLTOWER INC COM
Shares3.1K
Event2026-06-30
Filed2026-08-06
VBR
-11.07%VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF
Shares2.9K
Event2026-06-30
Filed2026-08-06
PH
4.51%PARKER-HANNIFIN CORP COM
Shares695
Event2026-06-30
Filed2026-08-06
QUAL
-27.62%ISHARES MSCI USA QUALITY FACTOR ETF
Shares3.0K
Event2026-06-30
Filed2026-08-06
MINT
NewPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares6.4K
Event2026-06-30
Filed2026-08-06
SCHM
0.45%SCHWAB U.S. MID-CAP ETF
Shares17.0K
Event2026-06-30
Filed2026-08-06
ZJUL
-0.41%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY
Shares20.9K
Event2026-06-30
Filed2026-08-06
DYNF
12.38%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares9.2K
Event2026-06-30
Filed2026-08-06
SUSB
18.51%ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
Shares24.7K
Event2026-06-30
Filed2026-08-06
MTUM
-2.84%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares1.8K
Event2026-06-30
Filed2026-08-06
SYK
24.76%STRYKER CORPORATION COM
Shares1.9K
Event2026-06-30
Filed2026-08-06
F
8.62%FORD MTR CO COM
Shares43.7K
Event2026-06-30
Filed2026-08-06
COKE
0.06%COCA COLA CONS INC COM
Shares3.1K
Event2026-06-30
Filed2026-08-06
ETN
-9.34%EATON CORP PLC SHS
Shares1.4K
Event2026-06-30
Filed2026-08-06
ZDEK
0.00%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER
Shares22.4K
Event2026-06-30
Filed2026-08-06
NUMG
12.35%NUVEEN ESG MID-CAP GROWTH ETF
Shares12.6K
Event2026-06-30
Filed2026-08-06
CRCL
-3.03%CIRCLE INTERNET GROUP INC COM CL A
Shares9.4K
Event2026-06-30
Filed2026-08-06
BA
14.76%BOEING CO COM
Shares2.7K
Event2026-06-30
Filed2026-08-06
XMMO
6.96%INVESCO S&P MIDCAP MOMENTUM ETF
Shares3.4K
Event2026-06-30
Filed2026-08-06
BKNG
4939.06%BOOKING HOLDINGS INC COM
Shares3.2K
Event2026-06-30
Filed2026-08-06
ESGD
-0.50%ISHARES ESG AWARE MSCI EAFE ETF
Shares5.6K
Event2026-06-30
Filed2026-08-06
MUB
2.19%ISHARES NATIONAL MUNI BOND ETF
Shares5.3K
Event2026-06-30
Filed2026-08-06
OIH
0.53%VANECK OIL SERVICES ETF
Shares1.5K
Event2026-06-30
Filed2026-08-06
SUSA
9.52%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares3.6K
Event2026-06-30
Filed2026-08-06
CGDG
-4.31%CAPITAL GROUP DIVIDEND GROWERS ETF
Shares14.6K
Event2026-06-30
Filed2026-08-06
BSX
NewBOSTON SCIENTIFIC CORP COM
Shares12.8K
Event2026-06-30
Filed2026-08-06
AEP
2.75%AMERICAN ELEC PWR CO INC COM
Shares4.0K
Event2026-06-30
Filed2026-08-06
SCHA
-1.45%SCHWAB U.S. SMALL-CAP ETF
Shares14.8K
Event2026-06-30
Filed2026-08-06
MRVL
NewMARVELL TECHNOLOGY INC COM
Shares1.8K
Event2026-06-30
Filed2026-08-06
XLF
1.88%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares9.9K
Event2026-06-30
Filed2026-08-06
FIDU
-17.11%FIDELITY MSCI INDUSTRIAL INDEX ETF
Shares5.3K
Event2026-06-30
Filed2026-08-06
TXN
13.09%TEXAS INSTRS INC COM
Shares1.8K
Event2026-06-30
Filed2026-08-06
EFG
6.82%ISHARES MSCI EAFE GROWTH ETF
Shares4.2K
Event2026-06-30
Filed2026-08-06
KOD
-10.10%KODIAK SCIENCES INC COM
Shares13.4K
Event2026-06-30
Filed2026-08-06
IXUS
10.73%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares5.4K
Event2026-06-30
Filed2026-08-06
IDEV
-0.34%ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
Shares5.8K
Event2026-06-30
Filed2026-08-06
CFG
5.02%CITIZENS FINL GROUP INC COM
Shares7.3K
Event2026-06-30
Filed2026-08-06
PFE
-34.21%PFIZER INC COM
Shares21.2K
Event2026-06-30
Filed2026-08-06
IQV
NewIQVIA HLDGS INC COM
Shares2.6K
Event2026-06-30
Filed2026-08-06
PMAR
-5.81%INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
Shares10.4K
Event2026-06-30
Filed2026-08-06
EQIX
4.17%EQUINIX INC COM
Shares475
Event2026-06-30
Filed2026-08-06
GE
5.23%GE AEROSPACE COM NEW
Shares1.3K
Event2026-06-30
Filed2026-08-06
AOR
-2.72%ISHARES CORE 60/40 BALANCED ALLOCATION ETF
Shares7.0K
Event2026-06-30
Filed2026-08-06
ISRG
-50.94%INTUITIVE SURGICAL INC COM NEW
Shares1.2K
Event2026-06-30
Filed2026-08-06
PEP
3.35%PEPSICO INC COM
Shares3.6K
Event2026-06-30
Filed2026-08-06
GS
17.40%GOLDMAN SACHS GROUP INC COM
Shares479
Event2026-06-30
Filed2026-08-06
IRM
12.02%IRON MTN INC DEL COM
Shares3.8K
Event2026-06-30
Filed2026-08-06
EFV
-29.33%ISHARES MSCI EAFE VALUE ETF
Shares6.2K
Event2026-06-30
Filed2026-08-06
ISHARES CORE U.S. AGGREGATE BOND ETF
-7.00%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares4.8K
Event2026-06-30
Filed2026-08-06
MEDTRONIC PLC SHS
-87.93%MEDTRONIC PLC SHS
Shares6.1K
Event2026-06-30
Filed2026-08-06
IBB
-18.98%ISHARES BIOTECHNOLOGY ETF
Shares2.5K
Event2026-06-30
Filed2026-08-06
USB
4.83%US BANCORP COM NEW
Shares7.7K
Event2026-06-30
Filed2026-08-06
CGSD
5.75%CAPITAL GROUP SHORT DURATION INCOME ETF
Shares18.1K
Event2026-06-30
Filed2026-08-06
SPACE EXPLORATION TECHN CORP CLASS A COM STK
NewSPACE EXPLORATION TECHN CORP CLASS A COM STK
Shares2.7K
Event2026-06-30
Filed2026-08-06
ASML
-8.98%ASML HLDG NV N Y REGISTRY SHS
Shares233
Event2026-06-30
Filed2026-08-06
CGMS
8.62%CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
Shares16.9K
Event2026-06-30
Filed2026-08-06
DOMINION ENERGY INC COM
20.31%DOMINION ENERGY INC COM
Shares6.8K
Event2026-06-30
Filed2026-08-06
HCA
-0.59%HCA HEALTHCARE INC COM
Shares1.2K
Event2026-06-30
Filed2026-08-06
AMT
-13.96%AMERICAN TOWER CORP COM
Shares2.8K
Event2026-06-30
Filed2026-08-06
SCHW
NewSCHWAB CHARLES CORP COM
Shares5.0K
Event2026-06-30
Filed2026-08-06
PGR
-20.28%PROGRESSIVE CORP COM
Shares2.1K
Event2026-06-30
Filed2026-08-06
LRCX
NewLAM RESEARCH CORP COM NEW
Shares1.0K
Event2026-06-30
Filed2026-08-06
APD
27.21%AIR PRODUCTS AND CHEMICALS INC COM
Shares1.5K
Event2026-06-30
Filed2026-08-06
DIA
-31.73%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares854
Event2026-06-30
Filed2026-08-06
IWP
0.00%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares3.0K
Event2026-06-30
Filed2026-08-06
TLH
7.80%ISHARES 10-20 YEAR TREASURY BOND ETF
Shares4.4K
Event2026-06-30
Filed2026-08-06
RDVI
NewFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
Shares14.8K
Event2026-06-30
Filed2026-08-06
PNOV
-0.07%INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
Shares9.8K
Event2026-06-30
Filed2026-08-06
VBK
5.89%VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF
Shares1.2K
Event2026-06-30
Filed2026-08-06
RTX CORPORATION COM
16.62%RTX CORPORATION COM
Shares2.3K
Event2026-06-30
Filed2026-08-06
VPU
1.23%VANGUARD UTILITIES ETF
Shares2.1K
Event2026-06-30
Filed2026-08-06
ES
3.57%EVERSOURCE ENERGY COM
Shares5.7K
Event2026-06-30
Filed2026-08-06
ENB
37.68%ENBRIDGE INC COM
Shares7.6K
Event2026-06-30
Filed2026-08-06
SCMB
6.02%SCHWAB MUNICIPAL BOND ETF
Shares15.9K
Event2026-06-30
Filed2026-08-06
SHM
-2.47%STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
Shares8.5K
Event2026-06-30
Filed2026-08-06
CMI
12.67%CUMMINS INC COM
Shares569
Event2026-06-30
Filed2026-08-06
VOT
1.85%VANGUARD MORNINGSTAR MID-CAP GROWTH ETF
Shares1.3K
Event2026-06-30
Filed2026-08-06
BK
NewBANK OF NY MELLON CORP COM
Shares2.8K
Event2026-06-30
Filed2026-08-06
IUSG
-0.75%ISHARES CORE S&P U.S. GROWTH ETF
Shares2.1K
Event2026-06-30
Filed2026-08-06
NOC
-1.01%NORTHROP GRUMMAN CORP COM
Shares782
Event2026-06-30
Filed2026-08-06
BOTZ
18.38%GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
Shares10.5K
Event2026-06-30
Filed2026-08-06
UJAN
-10.11%INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY
Shares8.7K
Event2026-06-30
Filed2026-08-06
ELV
NewELEVANCE HEALTH INC FORMERLY A COM
Shares1.0K
Event2026-06-30
Filed2026-08-06
WASTE MGMT INC DEL COM
43.52%WASTE MGMT INC DEL COM
Shares1.8K
Event2026-06-30
Filed2026-08-06
IXN
-36.42%ISHARES GLOBAL TECH ETF
Shares2.7K
Event2026-06-30
Filed2026-08-06
CPER
20.94%UNITED STATES COPPER INDEX FUND
Shares10.2K
Event2026-06-30
Filed2026-08-06
CEG
18.02%CONSTELLATION ENERGY CORP COM
Shares1.5K
Event2026-06-30
Filed2026-08-06
ZFEB
-5.56%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY
Shares14.4K
Event2026-06-30
Filed2026-08-06
SPSB
62.93%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares12.5K
Event2026-06-30
Filed2026-08-06
PLD
-23.71%PROLOGIS INC. COM
Shares2.8K
Event2026-06-30
Filed2026-08-06
JBBB
-80.46%JANUS HENDERSON B-BBB CLO ETF
Shares7.8K
Event2026-06-30
Filed2026-08-06
DGRO
8.10%ISHARES CORE DIVIDEND GROWTH ETF
Shares4.9K
Event2026-06-30
Filed2026-08-06
SMLV
0.69%STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF
Shares2.3K
Event2026-06-30
Filed2026-08-06
BIBL
1.51%INSPIRE 100 ETF
Shares6.2K
Event2026-06-30
Filed2026-08-06
OMC
43.74%OMNICOM GROUP INC COM
Shares4.9K
Event2026-06-30
Filed2026-08-06
SNPS
1.79%SYNOPSYS INC COM
Shares794
Event2026-06-30
Filed2026-08-06
UBER
30.35%UBER TECHNOLOGIES INC COM
Shares4.9K
Event2026-06-30
Filed2026-08-06
SOUTHERN CO COM
19.15%SOUTHERN CO COM
Shares3.7K
Event2026-06-30
Filed2026-08-06
CRM
-68.71%SALESFORCE INC COM
Shares2.2K
Event2026-06-30
Filed2026-08-06
PTL
-5.12%INSPIRE 500 ETF
Shares1.2K
Event2026-06-30
Filed2026-08-06
SERVICENOW INC COM
12.41%SERVICENOW INC COM
Shares3.5K
Event2026-06-30
Filed2026-08-06
BAI
-8.31%ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
Shares6.6K
Event2026-06-30
Filed2026-08-06
GLW
NewCORNING INC COM
Shares1.4K
Event2026-06-30
Filed2026-08-06
ESGE
-17.05%ISHARES ESG AWARE MSCI EM ETF
Shares6.3K
Event2026-06-30
Filed2026-08-06
SPMD
0.63%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares5.1K
Event2026-06-30
Filed2026-08-06
NUDM
2.90%NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF
Shares8.6K
Event2026-06-30
Filed2026-08-06
EIX
19.51%EDISON INTL COM
Shares4.6K
Event2026-06-30
Filed2026-08-06
SPYD
0.00%STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
Shares7.2K
Event2026-06-30
Filed2026-08-06
ITOT
-10.57%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares2.1K
Event2026-06-30
Filed2026-08-06
BLK
20.41%BLACKROCK INC COM
Shares354
Event2026-06-30
Filed2026-08-06
CMCSA
55.07%COMCAST CORP NEW CL A
Shares13.8K
Event2026-06-30
Filed2026-08-06
IDV
-6.01%ISHARES INTERNATIONAL SELECT DIVIDEND ETF
Shares8.1K
Event2026-06-30
Filed2026-08-06
LHX
6.26%L3HARRIS TECHNOLOGIES INC COM
Shares1.2K
Event2026-06-30
Filed2026-08-06
BMY
NewBRISTOL-MYERS SQUIBB CO COM
Shares5.8K
Event2026-06-30
Filed2026-08-06
EPD
0.00%ENTERPRISE PRODS PARTNERS L P COM
Shares9.1K
Event2026-06-30
Filed2026-08-06
SYY
26.80%SYSCO CORP COM
Shares4.0K
Event2026-06-30
Filed2026-08-06
COP
49.86%CONOCOPHILLIPS COM
Shares3.2K
Event2026-06-30
Filed2026-08-06
BMAR
-0.45%INNOVATOR U.S. EQUITY BUFFER ETF - MARCH
Shares5.8K
Event2026-06-30
Filed2026-08-06
PFF
0.32%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares10.9K
Event2026-06-30
Filed2026-08-06
APH
NewAMPHENOL CORP CL A
Shares1.9K
Event2026-06-30
Filed2026-08-06
VRTX
-2.92%VERTEX PHARMACEUTICALS INC COM
Shares665
Event2026-06-30
Filed2026-08-06
WEC
14.91%WEC ENERGY GROUP INC COM
Shares2.8K
Event2026-06-30
Filed2026-08-06
AFL
17.60%AFLAC INC COM
Shares2.7K
Event2026-06-30
Filed2026-08-06
FNDA
0.64%SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
Shares8.2K
Event2026-06-30
Filed2026-08-06
SPSM
-8.62%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares5.4K
Event2026-06-30
Filed2026-08-06
USEP
-29.46%INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER
Shares7.5K
Event2026-06-30
Filed2026-08-06
NEM
-96.07%NEWMONT CORP COM
Shares3.3K
Event2026-06-30
Filed2026-08-06
CME
0.00%CME GROUP INC COM
Shares1.4K
Event2026-06-30
Filed2026-08-06
NXP SEMICONDUCTORS N V COM
6.88%NXP SEMICONDUCTORS N V COM
Shares1.1K
Event2026-06-30
Filed2026-08-06
VIOO
0.09%VANGUARD S&P SMALL-CAP 600 ETF
Shares2.2K
Event2026-06-30
Filed2026-08-06
TFC
10.42%TRUIST FINL CORP COM
Shares5.9K
Event2026-06-30
Filed2026-08-06
GD
NewGENERAL DYNAMICS CORP COM
Shares830
Event2026-06-30
Filed2026-08-06
LRNZ
NewTRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF
Shares4.5K
Event2026-06-30
Filed2026-08-06
PBA
0.00%PEMBINA PIPELINE CORP COM
Shares6.2K
Event2026-06-30
Filed2026-08-06
BDX
NewBECTON DICKINSON & CO COM
Shares1.9K
Event2026-06-30
Filed2026-08-06
KEYS
1.25%KEYSIGHT TECHNOLOGIES INC COM
Shares811
Event2026-06-30
Filed2026-08-06
ESML
-6.61%ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
Shares5.0K
Event2026-06-30
Filed2026-08-06
SBUX
-38.89%STARBUCKS CORP COM
Shares2.7K
Event2026-06-30
Filed2026-08-06
PEG
-66.60%PUBLIC SVC ENTERPRISE GROUP COM
Shares3.4K
Event2026-06-30
Filed2026-08-06
FTCS
-4.84%FIRST TRUST CAPITAL STRENGTH ETF
Shares2.9K
Event2026-06-30
Filed2026-08-06
FREEPORT MCMORAN INC CL B
NewFREEPORT MCMORAN INC CL B
Shares4.4K
Event2026-06-30
Filed2026-08-06
RF
0.49%REGIONS FINANCIAL CORP NEW COM
Shares9.1K
Event2026-06-30
Filed2026-08-06
PSX
1.96%PHILLIPS 66 COM
Shares1.6K
Event2026-06-30
Filed2026-08-06
MOH
NewMOLINA HEALTHCARE INC COM
Shares1.2K
Event2026-06-30
Filed2026-08-06
NUEM
-3.76%NUVEEN ESG EMERGING MARKETS EQUITY ETF
Shares6.4K
Event2026-06-30
Filed2026-08-06
VEEV
NewVEEVA SYS INC CL A COM
Shares1.5K
Event2026-06-30
Filed2026-08-06
EWJ
NewISHARES MSCI JAPAN ETF
Shares2.9K
Event2026-06-30
Filed2026-08-06
IUSV
5.22%ISHARES CORE S&P US VALUE ETF
Shares2.4K
Event2026-06-30
Filed2026-08-06
OKE
22.20%ONEOK INC NEW COM
Shares3.1K
Event2026-06-30
Filed2026-08-06
PPTA
0.00%PERPETUA RESOURCES CORP COM
Shares12.7K
Event2026-06-30
Filed2026-08-06
GSK PLC SPONSORED ADR
NewGSK PLC SPONSORED ADR
Shares5.0K
Event2026-06-30
Filed2026-08-06
EDIV
16.33%STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
Shares6.3K
Event2026-06-30
Filed2026-08-06
ZOCT
0.00%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER
Shares9.4K
Event2026-06-30
Filed2026-08-06
TDSC
-6.29%ETC CABANA TARGET DRAWDOWN 10 ETF
Shares9.3K
Event2026-06-30
Filed2026-08-06
3M CO COM
4.84%3M CO COM
Shares1.6K
Event2026-06-30
Filed2026-08-06
IQLT
-2.27%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares5.1K
Event2026-06-30
Filed2026-08-06
CHW
0.39%CALAMOS GBL DYN INCOME FUND COM
Shares28.4K
Event2026-06-30
Filed2026-08-06
LMT
6.91%LOCKHEED MARTIN CORP COM
Shares495
Event2026-06-30
Filed2026-08-06
ADI
NewANALOG DEVICES INC COM
Shares635
Event2026-06-30
Filed2026-08-06
ACCENTURE PLC IRELAND SHS CLASS A
96.97%ACCENTURE PLC IRELAND SHS CLASS A
Shares2.0K
Event2026-06-30
Filed2026-08-06
FE
0.92%FIRSTENERGY CORP COM
Shares5.3K
Event2026-06-30
Filed2026-08-06
VCIT
-8.48%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares3.0K
Event2026-06-30
Filed2026-08-06
WPM
30.65%WHEATON PRECIOUS METALS CORP COM
Shares2.2K
Event2026-06-30
Filed2026-08-06
BGRN
15.56%ISHARES TRUST ISHARES USD GREEN BOND ETF
Shares5.2K
Event2026-06-30
Filed2026-08-06
VST
-2.03%VISTRA CORP COM
Shares1.5K
Event2026-06-30
Filed2026-08-06
AKRE
-30.74%AKRE FOCUS ETF
Shares4.6K
Event2026-06-30
Filed2026-08-06
MET
-0.21%METLIFE INC COM
Shares2.9K
Event2026-06-30
Filed2026-08-06
DFUV
0.00%DIMENSIONAL US MARKETWIDE VALUE ETF
Shares4.4K
Event2026-06-30
Filed2026-08-06
FLOT
10.53%ISHARES FLOATING RATE BOND ETF
Shares4.8K
Event2026-06-30
Filed2026-08-06
EZU
NewISHARES MSCI EUROZONE ETF
Shares3.5K
Event2026-06-30
Filed2026-08-06
TOTL
-30.68%STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
Shares6.1K
Event2026-06-30
Filed2026-08-06
BLCR
NewISHARES LARGE CAP CORE ACTIVE ETF
Shares4.8K
Event2026-06-30
Filed2026-08-06
IEF
1.68%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares2.5K
Event2026-06-30
Filed2026-08-06
BTI
1.71%BRITISH AMERN TOB PLC SPONSORED ADR
Shares3.9K
Event2026-06-30
Filed2026-08-06
VEU
3.73%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares2.8K
Event2026-06-30
Filed2026-08-06
KMI
NewKINDER MORGAN INC DEL COM
Shares7.4K
Event2026-06-30
Filed2026-08-06
IGIB
NewISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares4.4K
Event2026-06-30
Filed2026-08-06
NUSC
0.00%NUVEEN ESG SMALL-CAP ETF
Shares4.5K
Event2026-06-30
Filed2026-08-06
URA
8.25%GLOBAL X URANIUM ETF
Shares5.4K
Event2026-06-30
Filed2026-08-06
BDYN
NewISHARES DYNAMIC EQUITY ACTIVE ETF
Shares8.4K
Event2026-06-30
Filed2026-08-06
FLMI
0.00%FRANKLIN DYNAMIC MUNICIPAL BOND ETF
Shares9.3K
Event2026-06-30
Filed2026-08-06
BINC
-27.91%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares4.5K
Event2026-06-30
Filed2026-08-06
CION
0.00%CION INVT CORP COM
Shares37.2K
Event2026-06-30
Filed2026-08-06
REMX
NewVANECK RARE EARTH AND STRATEGIC METALS ETF
Shares2.6K
Event2026-06-30
Filed2026-08-06
SNA
NewSNAP ON INC COM
Shares572
Event2026-06-30
Filed2026-08-06
GVI
0.00%ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
Shares2.2K
Event2026-06-30
Filed2026-08-06
VANGUARD RUSSELL 2000 ETF
NewVANGUARD RUSSELL 2000 ETF
Shares1.9K
Event2026-06-30
Filed2026-08-06
DFAS
NewDIMENSIONAL U.S. SMALL CAP ETF
Shares2.7K
Event2026-06-30
Filed2026-08-06
LOW
3.97%LOWES COS INC COM
Shares1.0K
Event2026-06-30
Filed2026-08-06
FHLC
-0.58%FIDELITY MSCI HEALTH CARE INDEX ETF
Shares2.9K
Event2026-06-30
Filed2026-08-06
CINF
NewCINCINNATI FINL CORP COM
Shares1.2K
Event2026-06-30
Filed2026-08-06
NVS
NewNOVARTIS AG SPONSORED ADR
Shares1.4K
Event2026-06-30
Filed2026-08-06
USMV
-28.13%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares2.3K
Event2026-06-30
Filed2026-08-06
JGRO
NewJPMORGAN ACTIVE GROWTH ETF
Shares2.2K
Event2026-06-30
Filed2026-08-06
VCEB
NewVANGUARD ESG U.S. CORPORATE BOND ETF
Shares3.5K
Event2026-06-30
Filed2026-08-06
LYG
36.50%LLOYDS BANKING GROUP PLC SPONSORED ADR
Shares37.5K
Event2026-06-30
Filed2026-08-06
SPTI
-32.43%STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
Shares7.7K
Event2026-06-30
Filed2026-08-06
ADP
-36.68%AUTOMATIC DATA PROCESSING INC COM
Shares970
Event2026-06-30
Filed2026-08-06
XMHQ
-6.62%INVESCO S&P MIDCAP QUALITY ETF
Shares1.9K
Event2026-06-30
Filed2026-08-06
DTE
NewDTE ENERGY CO COM
Shares1.4K
Event2026-06-30
Filed2026-08-06
CSQ
-5.02%CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
Shares10.4K
Event2026-06-30
Filed2026-08-06
ICE
NewINTERCONTINENTAL EXCHANGE INC COM
Shares1.7K
Event2026-06-30
Filed2026-08-06
IWS
NewISHARES RUSSELL MID-CAP VALUE ETF
Shares1.3K
Event2026-06-30
Filed2026-08-06
PECO
NewPHILLIPS EDISON & CO INC COMMON STOCK
Shares5.1K
Event2026-06-30
Filed2026-08-06
KMB
NewKIMBERLY-CLARK CORP COM
Shares1.9K
Event2026-06-30
Filed2026-08-06
EWC
NewISHARES MSCI CANADA ETF
Shares3.6K
Event2026-06-30
Filed2026-08-06
EXC
NewEXELON CORP COM
Shares4.5K
Event2026-06-30
Filed2026-08-06
STIP
2.92%ISHARES 0-5 YEAR TIPS BOND ETF
Shares2.0K
Event2026-06-30
Filed2026-08-06
ZMAR
-0.87%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH
Shares7.3K
Event2026-06-30
Filed2026-08-06
XLV
NewSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares1.3K
Event2026-06-30
Filed2026-08-06
BPRE
-6.71%BLUEROCK PVT REAL ESTATE FD COM
Shares15.7K
Event2026-06-30
Filed2026-08-06
PFG
NewPRINCIPAL FINANCIAL GROUP INC COM
Shares1.9K
Event2026-06-30
Filed2026-08-06
WWJD
-7.94%INSPIRE INTERNATIONAL ETF
Shares5.3K
Event2026-06-30
Filed2026-08-06
PJUN
NewINNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
Shares4.6K
Event2026-06-30
Filed2026-08-06
AJG
NewGALLAGHER ARTHUR J & CO COM
Shares872
Event2026-06-30
Filed2026-08-06
RAMP
NewLIVERAMP HLDGS INC COM
Shares5.3K
Event2026-06-30
Filed2026-08-06
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF
NewISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF
Shares7.1K
Event2026-06-30
Filed2026-08-06
DFAC
NewDIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares4.5K
Event2026-06-30
Filed2026-08-06
GIS
NewGENERAL MILLS INC COM
Shares5.7K
Event2026-06-30
Filed2026-08-06
XLY
NewSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares1.7K
Event2026-06-30
Filed2026-08-06
TCAF
NewT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
Shares4.8K
Event2026-06-30
Filed2026-08-06
AWK
-0.34%AMERICAN WTR WKS CO INC NEW COM
Shares1.5K
Event2026-06-30
Filed2026-08-06
VLO
NewVALERO ENERGY CORP COM
Shares749
Event2026-06-30
Filed2026-08-06
JPUS
NewJPMORGAN DIVERSIFIED RETURN USE EQUITY
Shares1.4K
Event2026-06-30
Filed2026-08-06
FTA
NewFIRST TRUST LARGE CAP VALUE ALPHADEX FUND
Shares2.0K
Event2026-06-30
Filed2026-08-06
THRO
-24.34%ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
Shares4.4K
Event2026-06-30
Filed2026-08-06
ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF
NewISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF
Shares3.7K
Event2026-06-30
Filed2026-08-06
EAGG
NewISHARES ESG AWARE US AGGREGATE BOND ETF
Shares3.9K
Event2026-06-30
Filed2026-08-06
IDEF
NewISHARES DEFENSE INDUSTRIALS ACTIVE ETF
Shares5.8K
Event2026-06-30
Filed2026-08-06
IBIT
-51.31%ISHARES BITCOIN TRUST ETF
Shares5.5K
Event2026-06-30
Filed2026-08-06
SLB
NewSLB LIMITED COM STK
Shares3.9K
Event2026-06-30
Filed2026-08-06
HIG
NewHARTFORD INSURANCE GROUP INC COM
Shares1.4K
Event2026-06-30
Filed2026-08-06
CW
NewCURTISS WRIGHT CORP COM
Shares241
Event2026-06-30
Filed2026-08-06
LQD
NewISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares1.7K
Event2026-06-30
Filed2026-08-06
BALT
NewINNOVATOR DEFINED WEALTH SHIELD ETF
Shares5.2K
Event2026-06-30
Filed2026-08-06
BBH
NewVANECK BIOTECH ETF
Shares880
Event2026-06-30
Filed2026-08-06
CORO
NewISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
Shares4.9K
Event2026-06-30
Filed2026-08-06
UNM
NewUNUM GROUP COM
Shares2.0K
Event2026-06-30
Filed2026-08-06
HWM
NewHOWMET AEROSPACE INC COM
Shares659
Event2026-06-30
Filed2026-08-06
SNOWFLAKE INC COM SHS
NewSNOWFLAKE INC COM SHS
Shares692
Event2026-06-30
Filed2026-08-06
BKLN
NewINVESCO SENIOR LOAN ETF
Shares8.6K
Event2026-06-30
Filed2026-08-06
XLI
NewSTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares946
Event2026-06-30
Filed2026-08-06
VSGX
NewVANGUARD ESG INTERNATIONAL STOCK ETF
Shares2.1K
Event2026-06-30
Filed2026-08-06
CMS
NewCMS ENERGY CORP COM
Shares2.3K
Event2026-06-30
Filed2026-08-06
SW
NewSMURFIT WESTROCK PLC SHS
Shares3.7K
Event2026-06-30
Filed2026-08-06
ROYAL CARIBBEAN GROUP COM
NewROYAL CARIBBEAN GROUP COM
Shares538
Event2026-06-30
Filed2026-08-06
CAH
NewCARDINAL HEALTH INC COM
Shares718
Event2026-06-30
Filed2026-08-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available