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The Analysis of Cooper Financial Group's Holdings & P&L

Currently, Cooper Financial Group holds 448 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in JIVE (+253.1K shares, valued at $23.3M), CGXU (+664.4K shares, valued at $23.0M), AVEM (+123.6K shares, valued at $11.9M); decreased their positions in AVUV (-23.1K shares, valued at $2.9M), SPYV (-38.7K shares, valued at $2.4M), IEMG (-27.9K shares, valued at $2.3M); initiated new positions in JIVE (+253.1K shares, valued at $23.3M), CGXU (+664.4K shares, valued at $23.0M), FTGC (+386.5K shares, valued at $10.5M).

1M P&L

+9.9M+0.95%

3M P&L

+18.0M+1.75%

HY P&L

+6.2M+0.59%

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/A691.3M

63.6%

2Semiconductors73.4M

6.8%

3Consumer Electronics47.1M

4.3%

Top Industries by Stock Count

1N/A166 stocks

42.7%

2Specialty Industrial Machinery10 stocks

2.6%

3Semiconductors9 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHV SCHWAB STRATEGIC TR2.3M shares6.58%2026-06-302026-07-08

QQQ INVESCO QQQ TR79.3K shares5.81%2026-06-302026-07-08

NVDA NVIDIA CORPORATION238.2K shares0.17%2026-06-302026-07-08

AAPL APPLE INC162.8K shares2.16%2026-06-302026-07-08

BOND PIMCO ETF TR433.1K shares9.26%2026-06-302026-07-08

PAVE GLOBAL X FDS576.4K shares4.53%2026-06-302026-07-08

STOX HORIZON FDS878.9K shares1.03%2026-06-302026-07-08

AMZN AMAZON COM INC114.0K shares-0.08%2026-06-302026-07-08

Sponsored

BROADCOM INC BROADCOM INC64.0K shares-0.97%2026-06-302026-07-08

JIVE J P MORGAN EXCHANGE TRADED F253.1K sharesnew addition2026-06-302026-07-08

CGXU CAPITAL GROUP INTL FOCUS EQT664.4K sharesnew addition2026-06-302026-07-08

GOOGL ALPHABET INC63.7K shares-0.28%2026-06-302026-07-08

AIQ GLOBAL X FDS345.8K shares5.31%2026-06-302026-07-08

MSFT MICROSOFT CORP59.3K shares-1.80%2026-06-302026-07-08

AVEM AMERICAN CENTY ETF TR228.0K shares118.47%2026-06-302026-07-08

JEPI J P MORGAN EXCHANGE TRADED F362.1K shares6.06%2026-06-302026-07-08

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI522.2K shares2.62%2026-06-302026-07-08

JPST J P MORGAN EXCHANGE TRADED F355.3K shares-3.41%2026-06-302026-07-08

PVAL PUTNAM ETF TRUST330.4K shares-1.53%2026-06-302026-07-08

TSLA TESLA INC37.5K shares2.09%2026-06-302026-07-08

JHML JOHN HANCOCK EXCHANGE TRADED140.5K shares-0.64%2026-06-302026-07-08

FTGC FIRST TR EXCHANGE TRAD FD VI386.5K sharesnew addition2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL20.7K shares-0.44%2026-06-302026-07-08

FENI FIDELITY COVINGTON TRUST255.8K shares110.57%2026-06-302026-07-08

Sponsored

VOOG VANGUARD ADMIRAL FDS INC118.7K shares500.13%2026-06-302026-07-08

GOOG ALPHABET INC26.9K shares-9.05%2026-06-302026-07-08

GTO INVESCO ACTIVELY MANAGED EXC199.9K shares1.92%2026-06-302026-07-08

MU MICRON TECHNOLOGY INC7.9K shares20.85%2026-06-302026-07-08

QQQM INVESCO EXCH TRADED FD TR II27.7K shares1417.53%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC14.5K shares-8.29%2026-06-302026-07-08

FBND FIDELITY MERRIMACK STR TR166.6K shares-10.48%2026-06-302026-07-08

DBEF DBX ETF TR136.2K shares-0.92%2026-06-302026-07-08

Sponsored

JBND J P MORGAN EXCHANGE TRADED F137.7K shares3.53%2026-06-302026-07-08

XSMO INVESCO EXCHANGE TRADED FD T78.2K shares-21.35%2026-06-302026-07-08

DEI DOUGLAS EMMETT INC615.1K shares0.02%2026-06-302026-07-08

HGER HARBOR ETF TRUST244.8K sharesnew addition2026-06-302026-07-08

AVUV AMERICAN CENTY ETF TR56.7K shares-28.94%2026-06-302026-07-08

ISHARES TR ISHARES TR8.7K shares-1.76%2026-06-302026-07-08

LLY ELI LILLY & CO5.3K shares11.97%2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC10.8K shares41.95%2026-06-302026-07-08

Sponsored

FTHI FIRST TR EXCHANGE TRADED FD258.4K shares-13.29%2026-06-302026-07-08

JIRE J P MORGAN EXCHANGE TRADED F71.9K shares92.82%2026-06-302026-07-08

DVYE ISHARES INC180.0K shares3.07%2026-06-302026-07-08

CGGR CAPITAL GROUP GROWTH ETF122.7K shares1.98%2026-06-302026-07-08

SCHF SCHWAB STRATEGIC TR198.2K shares1.95%2026-06-302026-07-08

SCHG SCHWAB STRATEGIC TR160.2K shares2.03%2026-06-302026-07-08

XSVM INVESCO EXCHANGE TRADED FD T72.1K shares0.59%2026-06-302026-07-08

CAT CATERPILLAR INC4.7K shares7.96%2026-06-302026-07-08

Sponsored

UPS UNITED PARCEL SVCS INC45.1K shares0.54%2026-06-302026-07-08

EXXON MOBIL CORP EXXON MOBIL CORP34.9K shares-6.70%2026-06-302026-07-08

VISA INC VISA INC12.8K shares14.08%2026-06-302026-07-08

DTH WISDOMTREE TR80.9K shares2.60%2026-06-302026-07-08

HELO J P MORGAN EXCHANGE TRADED F63.3K shares-30.88%2026-06-302026-07-08

IWY ISHARES TR14.7K shares4.21%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.5K shares1.59%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.2K shares-3.20%2026-06-302026-07-08

Sponsored

LRCX LAM RESEARCH CORP8.5K shares11.35%2026-06-302026-07-08

YEAR AB ACTIVE ETFS INC72.3K shares11.42%2026-06-302026-07-08

WMT WALMART INC31.6K shares-8.28%2026-06-302026-07-08

JHMD JOHN HANCOCK EXCHANGE TRADED79.5K shares7.91%2026-06-302026-07-08

SCHX SCHWAB STRATEGIC TR114.9K shares3.52%2026-06-302026-07-08

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC4.4K shares5.94%2026-06-302026-07-08

CGDV CAPITAL GROUP DIVIDEND VALUE68.1K shares-3.60%2026-06-302026-07-08

JAAA JANUS DETROIT STR TR65.3K shares1.08%2026-06-302026-07-08

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.9K shares-4.35%2026-06-302026-07-08

INTC INTEL CORP23.2K shares-3.06%2026-06-302026-07-08

HORIZON FDS HORIZON FDS337.7K sharesnew addition2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC26.9K shares-18.02%2026-06-302026-07-08

FTEC FIDELITY COVINGTON TRUST10.5K shares-0.35%2026-06-302026-07-08

TSM TAIWAN SEMICONDUCTOR MANUFAC6.3K shares-7.82%2026-06-302026-07-08

AMGN AMGEN INC8.3K shares1.74%2026-06-302026-07-08

APPLIED MATLS INC APPLIED MATLS INC4.1K shares23.40%2026-06-302026-07-08

Sponsored

SPYG SPDR SERIES TRUST25.0K shares-34.68%2026-06-302026-07-08

CVX CHEVRON CORPORATION17.7K shares-0.16%2026-06-302026-07-08

ITOT ISHARES TR17.8K shares-5.85%2026-06-302026-07-08

PG PROCTER & GAMBLE CO19.8K shares-1.75%2026-06-302026-07-08

ABBVIE INC ABBVIE INC11.5K shares21.68%2026-06-302026-07-08

QDPL PACER FDS TR63.5K shares0.54%2026-06-302026-07-08

SPDR SERIES TRUST SPDR SERIES TRUST32.4K shares1.63%2026-06-302026-07-08

SPYV SPDR SERIES TRUST45.4K shares-46.01%2026-06-302026-07-08

Sponsored

JNJ JOHNSON & JOHNSON10.9K shares6.32%2026-06-302026-07-08

C CITIGROUP INC19.6K shares-22.71%2026-06-302026-07-08

GS GOLDMAN SACHS GROUP INC2.7K shares-16.96%2026-06-302026-07-08

ETN EATON CORP PLC6.3K shares-4.06%2026-06-302026-07-08

BIV VANGUARD BD INDEX FDS34.1K shares-1.15%2026-06-302026-07-08

VRTX VERTEX PHARMACEUTICALS INC5.3K shares14.39%2026-06-302026-07-08

HD HOME DEPOT INC7.4K shares5.14%2026-06-302026-07-08

IBM INTERNATIONAL BUSINESS MACHS9.1K shares-14.69%2026-06-302026-07-08

Sponsored

IWP ISHARES TR16.7K shares16.83%2026-06-302026-07-08

IDV ISHARES TR58.7K shares7.29%2026-06-302026-07-08

GLW CORNING INC9.5K shares9.68%2026-06-302026-07-08

PANW PALO ALTO NETWORKS INC7.0K shares-2.84%2026-06-302026-07-08

GBAB GUGGENHEIM TAXABLE MUNICP BO164.4K shares4.36%2026-06-302026-07-08

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.6K shares-10.66%2026-06-302026-07-08

SNOWFLAKE INC SNOWFLAKE INC9.2K shares14.14%2026-06-302026-07-08

ORACLE CORP ORACLE CORP15.9K shares13.31%2026-06-302026-07-08

Sponsored

WTV WISDOMTREE TR22.7K shares-19.35%2026-06-302026-07-08

JMST J P MORGAN EXCHANGE TRADED F44.0K shares-14.88%2026-06-302026-07-08

RTX CORPORATION RTX CORPORATION11.7K shares-9.29%2026-06-302026-07-08

DIS DISNEY WALT CO22.7K shares3.62%2026-06-302026-07-08

NETFLIX INC. NETFLIX INC.30.4K shares-21.82%2026-06-302026-07-08

PAAA PGIM ETF TR41.7K shares56.88%2026-06-302026-07-08

ANET ARISTA NETWORKS INC12.5K shares-10.08%2026-06-302026-07-08

JPIE J P MORGAN EXCHANGE TRADED F46.1K shares2.59%2026-06-302026-07-08

Sponsored

IWF ISHARES TR17.1K shares234.60%2026-06-302026-07-08

IJH ISHARES TR26.9K shares-9.41%2026-06-302026-07-08

HDV ISHARES TR73.8K shares398.06%2026-06-302026-07-08

SPGM SPDR INDEX SHS FDS23.4K shares2.76%2026-06-302026-07-08

TOTL SSGA ACTIVE ETF TR50.7K shares45.87%2026-06-302026-07-08

GE GE AEROSPACE5.2K shares24.86%2026-06-302026-07-08

SHY ISHARES TR23.4K shares0.15%2026-06-302026-07-08

DATADOG INC DATADOG INC7.3K shares16.63%2026-06-302026-07-08

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.5K shares10.40%2026-06-302026-07-08

IUSB ISHARES TR39.9K shares12.35%2026-06-302026-07-08

VB VANGUARD INDEX FDS5.5K shares2.48%2026-06-302026-07-08

KLAC KLA CORP5.5K shares754.70%2026-06-302026-07-08

PM PHILIP MORRIS INTL INC9.1K shares-15.79%2026-06-302026-07-08

GEV GE VERNOVA INC1.4K shares5.46%2026-06-302026-07-08

SERVICENOW INC SERVICENOW INC15.9K shares-18.99%2026-06-302026-07-08

IWD ISHARES TR6.4K shares-44.09%2026-06-302026-07-08

Sponsored

APH AMPHENOL CORP8.8K shares-1.39%2026-06-302026-07-08

KO COCA COLA CO19.1K shares-16.59%2026-06-302026-07-08

PECO PHILLIPS EDISON & CO INC36.6K shares0.05%2026-06-302026-07-08

BAC BANK OF AMER CORP26.3K shares-16.74%2026-06-302026-07-08

IVW ISHARES TR10.9K shares0.74%2026-06-302026-07-08

MS MORGAN STANLEY7.1K shares6.70%2026-06-302026-07-08

ADI ANALOG DEVICES INC3.7K shares77.47%2026-06-302026-07-08

AGNC INVT CORP AGNC INVT CORP132.4K shares-17.22%2026-06-302026-07-08

Sponsored

TMO THERMO FISHER SCIENTIFIC INC2.9K shares-17.41%2026-06-302026-07-08

FTLS FIRST TR EXCH TRADED FD III19.4K shares-0.75%2026-06-302026-07-08

IEMG ISHARES INC16.7K shares-62.54%2026-06-302026-07-08

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC11.7K shares-5.05%2026-06-302026-07-08

DYNF BLACKROCK ETF TRUST19.8K shares-0.11%2026-06-302026-07-08

JBBB JANUS DETROIT STR TR28.2K shares-18.14%2026-06-302026-07-08

ETFS GOLD TR ETFS GOLD TR34.3K shares8.85%2026-06-302026-07-08

MCK MCKESSON CORP1.7K shares-33.95%2026-06-302026-07-08

Sponsored

FTNT FORTINET INC8.4K shares3.44%2026-06-302026-07-08

IGE ISHARES TR22.6K shares2.37%2026-06-302026-07-08

BX BLACKSTONE INC10.8K shares7.38%2026-06-302026-07-08

IGR CBRE GBL REAL ESTATE INC FD265.5K shares1.58%2026-06-302026-07-08

ASTRAZENECA PLC ASTRAZENECA PLC6.3K sharesnew addition2026-06-302026-07-08

DASH DOORDASH INC6.5K shares-5.37%2026-06-302026-07-08

JADE J P MORGAN EXCHANGE TRADED F14.9K shares16.72%2026-06-302026-07-08

WDC WESTERN DIGITAL CORP1.9K shares-16.67%2026-06-302026-07-08

Sponsored

IVE ISHARES TR5.2K shares-3.13%2026-06-302026-07-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares-57.54%2026-06-302026-07-08

QUANTA SVCS INC QUANTA SVCS INC1.6K sharesnew addition2026-06-302026-07-08

DFAC DIMENSIONAL ETF TRUST25.9K shares0.00%2026-06-302026-07-08

SHOP SHOPIFY INC10.0K shares81.07%2026-06-302026-07-08

CORTEVA INC CORTEVA INC13.5K shares-21.43%2026-06-302026-07-08

SNDK SANDISK CORP499 shares-11.21%2026-06-302026-07-08

ILCG ISHARES TR9.7K shares0.26%2026-06-302026-07-08

Sponsored

TXN TEXAS INSTRS INC3.8K shares23.38%2026-06-302026-07-08

FDX FEDEX CORP3.6K shares-28.63%2026-06-302026-07-08

JQUA J P MORGAN EXCHANGE TRADED F15.5K shares-4.59%2026-06-302026-07-08

VCIT VANGUARD SCOTTSDALE FDS13.5K shares8.94%2026-06-302026-07-08

ISHARES TR ISHARES TR11.5K shares-67.50%2026-06-302026-07-08

RQI COHEN & STEERS QUALITY INCOM90.0K shares6.27%2026-06-302026-07-08

NEXTERA ENERGY INC NEXTERA ENERGY INC12.5K shares-20.19%2026-06-302026-07-08

VOO VANGUARD INDEX FDS1.6K shares7.00%2026-06-302026-07-08

Sponsored

IYW ISHARES TR4.3K shares0.02%2026-06-302026-07-08

GLD SPDR GOLD TR2.9K shares-2.52%2026-06-302026-07-08

LMT LOCKHEED MARTIN CORP2.1K shares8.70%2026-06-302026-07-08

INTU INTUIT4.1K shares78.50%2026-06-302026-07-08

CGIC CAPITAL GROUP INTERNATIONAL29.3K shares139.85%2026-06-302026-07-08

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F17.3K shares-3.48%2026-06-302026-07-08

UBER UBER TECHNOLOGIES INC14.6K shares-13.06%2026-06-302026-07-08

VUG VANGUARD INDEX FDS12.2K shares314.95%2026-06-302026-07-08

Sponsored

MRK MERCK & CO INC8.1K shares-5.04%2026-06-302026-07-08

TMUS T-MOBILE US INC6.0K shares-19.26%2026-06-302026-07-08

WPC WP CAREY INC14.1K shares19.51%2026-06-302026-07-08

PGR PROGRESSIVE CORP4.6K shares22.95%2026-06-302026-07-08

IJR ISHARES TR6.7K shares1.51%2026-06-302026-07-08

SCHW SCHWAB CHARLES CORP10.7K shares-40.98%2026-06-302026-07-08

AXP AMERICAN EXPRESS CO2.9K shares-2.08%2026-06-302026-07-08

BTC GRAYSCALE BITCOIN MINI TR ET37.7K shares63.57%2026-06-302026-07-08

Sponsored

CRM SALESFORCE INC6.2K shares-9.65%2026-06-302026-07-08

PRF INVESCO EXCHANGE TRADED FD T17.8K shares0.00%2026-06-302026-07-08

TLT ISHARES TR11.2K shares-0.98%2026-06-302026-07-08

H HYATT HOTELS CORP4.9K shares6.18%2026-06-302026-07-08

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP5.6K sharesnew addition2026-06-302026-07-08

SRE SEMPRA10.0K shares-7.80%2026-06-302026-07-08

EOG EOG RES INC7.0K shares2.35%2026-06-302026-07-08

SCHD SCHWAB STRATEGIC TR28.7K shares-10.78%2026-06-302026-07-08

Sponsored

EFV ISHARES TR11.8K shares-12.30%2026-06-302026-07-08

CI THE CIGNA GROUP3.2K shares-6.77%2026-06-302026-07-08

BSV VANGUARD BD INDEX FDS11.1K shares13.01%2026-06-302026-07-08

MINT PIMCO ETF TR8.5K sharesnew addition2026-06-302026-07-08

BCD ABRDN ETFS25.1K shares24.08%2026-06-302026-07-08

COF CAPITAL ONE FINL CORP4.2K shares-22.43%2026-06-302026-07-08

VANECK ETF TRUST VANECK ETF TRUST11.2K shares4.42%2026-06-302026-07-08

PH PARKER-HANNIFIN CORP865 shares-5.46%2026-06-302026-07-08

Sponsored

QUAL ISHARES TR3.8K shares-29.02%2026-06-302026-07-08

MRVL MARVELL TECHNOLOGY INC2.7K shares32.12%2026-06-302026-07-08

COWZ PACER FDS TR13.1K shares-7.81%2026-06-302026-07-08

LABCORP HOLDINGS INC LABCORP HOLDINGS INC2.9K shares-20.77%2026-06-302026-07-08

ALL ALLSTATE CORP3.4K shares-33.90%2026-06-302026-07-08

JTEK J P MORGAN EXCHANGE TRADED F7.1K shares-6.54%2026-06-302026-07-08

CPT CAMDEN PPTY TR6.9K shares29.65%2026-06-302026-07-08

NRG NRG ENERGY INC5.4K shares8.85%2026-06-302026-07-08

Sponsored

FREEPORT MCMORAN INC FREEPORT MCMORAN INC12.4K shares-26.20%2026-06-302026-07-08

NLY ANNALY CAPITAL MANAGEMENT IN34.9K shares3.68%2026-06-302026-07-08

DE DEERE & CO1.2K shares-2.85%2026-06-302026-07-08

BWXT BWX TECHNOLOGIES INC4.0K shares0.03%2026-06-302026-07-08

COP CONOCOPHILLIPS7.5K shares-28.45%2026-06-302026-07-08

CDNS CADENCE DESIGN SYSTEM INC2.1K shares4.93%2026-06-302026-07-08

URI UNITED RENTALS INC681 shares-22.44%2026-06-302026-07-08

VCSH VANGUARD SCOTTSDALE FDS9.6K shares2.48%2026-06-302026-07-08

Sponsored

VT VANGUARD INTL EQUITY INDEX F4.8K shares0.25%2026-06-302026-07-08

SNPS SYNOPSYS INC1.7K shares9.76%2026-06-302026-07-08

URA GLOBAL X FDS16.9K shares-7.20%2026-06-302026-07-08

VLO VALERO ENERGY CORP2.8K shares-21.57%2026-06-302026-07-08

FRDM EA SERIES TRUST9.9K shares-61.98%2026-06-302026-07-08

MBB ISHARES TR7.6K shares4.52%2026-06-302026-07-08

BMY BRISTOL-MYERS SQUIBB CO12.4K shares-25.06%2026-06-302026-07-08

JGRO J P MORGAN EXCHANGE TRADED F7.2K shares0.49%2026-06-302026-07-08

Sponsored

MEDTRONIC PLC MEDTRONIC PLC8.9K shares-4.31%2026-06-302026-07-08

XLG INVESCO EXCHANGE TRADED FD T11.4K shares-2.08%2026-06-302026-07-08

PLD PROLOGIS INC.5.1K shares-26.02%2026-06-302026-07-08

HLT HILTON WORLDWIDE HLDGS INC2.0K shares-42.81%2026-06-302026-07-08

ETH GRAYSCALE ETHEREUM STAKING44.4K shares11.94%2026-06-302026-07-08

BA BOEING CO3.1K shares38.22%2026-06-302026-07-08

GIL GILDAN ACTIVEWEAR INC12.9K shares-9.82%2026-06-302026-07-08

NOC NORTHROP GRUMMAN CORP1.3K shares-31.47%2026-06-302026-07-08

Sponsored

PEP PEPSICO INC4.9K shares22.69%2026-06-302026-07-08

APPLOVIN CORP APPLOVIN CORP1.3K shares0.16%2026-06-302026-07-08

LUV SOUTHWEST AIRLS CO12.6K shares-42.93%2026-06-302026-07-08

HWM HOWMET AEROSPACE INC2.4K shares-2.09%2026-06-302026-07-08

ISHARES TR ISHARES TR6.4K shares70.46%2026-06-302026-07-08

CDX SIMPLIFY EXCHANGE TRADED FUN30.0K shares0.00%2026-06-302026-07-08

MAR MARRIOTT INTL INC NEW1.7K shares11.66%2026-06-302026-07-08

LIN LINDE PLC1.2K shares14.29%2026-06-302026-07-08

Sponsored

OTIS OTIS WORLDWIDE CORP8.7K shares-10.51%2026-06-302026-07-08

QCOM QUALCOMM INC3.3K shares-32.34%2026-06-302026-07-08

WTMF WISDOMTREE TR15.1K shares-5.77%2026-06-302026-07-08

ABT ABBOTT LABORATORIES6.8K shares24.89%2026-06-302026-07-08

GM GENERAL MTRS CO8.0K shares-26.21%2026-06-302026-07-08

EXC EXELON CORP13.2K shares-9.45%2026-06-302026-07-08

TJX TJX COS INC NEW4.0K shares1.05%2026-06-302026-07-08

SOUTHERN CO SOUTHERN CO6.3K shares-3.61%2026-06-302026-07-08

Sponsored

BAI BLACKROCK ETF TRUST11.3K shares-9.86%2026-06-302026-07-08

MCD MCDONALDS CORP2.2K shares-14.79%2026-06-302026-07-08

DT DYNATRACE INC13.2K shares-6.86%2026-06-302026-07-08

CGMS CAPITAL GRP FIXED INCM ETF T21.1K shares1.60%2026-06-302026-07-08

UNP UNION PAC CORP2.1K shares11.23%2026-06-302026-07-08

NEM NEWMONT CORP6.1K shares17.98%2026-06-302026-07-08

BP BP PLC15.3K shares14.68%2026-06-302026-07-08

PHM PULTE GROUP INC4.1K shares-33.33%2026-06-302026-07-08

Sponsored

GILD GILEAD SCIENCES INC4.4K shares-23.32%2026-06-302026-07-08

WFC WELLS FARGO & CO6.7K shares3.47%2026-06-302026-07-08

MTUM ISHARES TR1.6K shares-24.38%2026-06-302026-07-08

DELL DELL TECHNOLOGIES INC1.3K sharesnew addition2026-06-302026-07-08

GFEB FIRST TR EXCHNG TRADED FD VI12.3K shares0.00%2026-06-302026-07-08

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC3.9K shares-12.21%2026-06-302026-07-08

BPRE BLUEROCK PVT REAL ESTATE FD41.3K shares-6.80%2026-06-302026-07-08

NAC NUVEEN CA DIVI ADV MUN43.8K shares1.33%2026-06-302026-07-08

Sponsored

EME EMCOR GROUP INC636 shares-11.42%2026-06-302026-07-08

HONEYWELL INTL INC HONEYWELL INTL INC2.3K sharesnew addition2026-06-302026-07-08

SCHZ SCHWAB STRATEGIC TR22.2K shares0.37%2026-06-302026-07-08

VRT VERTIV HOLDINGS CO1.5K sharesnew addition2026-06-302026-07-08

AEP AMERICAN ELEC PWR CO INC3.7K sharesnew addition2026-06-302026-07-08

ISRG INTUITIVE SURGICAL INC1.3K shares-10.63%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares48.75%2026-06-302026-07-08

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.3K sharesnew addition2026-06-302026-07-08

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC1.4K shares-8.39%2026-06-302026-07-08

ADP AUTOMATIC DATA PROCESSING IN2.1K shares42.80%2026-06-302026-07-08

SBUX STARBUCKS CORP4.7K shares38.77%2026-06-302026-07-08

VZ VERIZON COMMUNICATIONS INC11.2K shares6.03%2026-06-302026-07-08

T AT&T INC23.0K shares0.28%2026-06-302026-07-08

EQIX EQUINIX INC456 shares71.43%2026-06-302026-07-08

EFG ISHARES TR3.8K shares-0.03%2026-06-302026-07-08

PTF INVESCO EXCHANGE TRADED FD T3.4K shares6.78%2026-06-302026-07-08

Sponsored

XLK SELECT SECTOR SPDR TR2.4K shares14.74%2026-06-302026-07-08

EW EDWARDS LIFESCIENCES CORP5.0K shares6.68%2026-06-302026-07-08

GRW TCW ETF TRUST13.9K shares0.00%2026-06-302026-07-08

GOVT ISHARES TR19.6K shares8.99%2026-06-302026-07-08

F FORD MTR CO32.1K shares2.75%2026-06-302026-07-08

CIEN CIENA CORP908 shares45.75%2026-06-302026-07-08

SHEL SHELL PLC5.7K shares42.74%2026-06-302026-07-08

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.7K shares-29.24%2026-06-302026-07-08

Sponsored

SYK STRYKER CORPORATION1.4K shares20.66%2026-06-302026-07-08

VGT VANGUARD WORLD FD3.7K shares724.04%2026-06-302026-07-08

REGN REGENERON PHARMACEUTICALS695 shares-27.45%2026-06-302026-07-08

PSX PHILLIPS 662.6K shares21.59%2026-06-302026-07-08

DUK DUKE ENERGY CORP NEW3.4K shares5.77%2026-06-302026-07-08

GBCI GLACIER BANCORP INC NEW8.3K shares-4.62%2026-06-302026-07-08

AGGH SIMPLIFY EXCHANGE TRADED FUN20.9K shares-4.33%2026-06-302026-07-08

DXJ WISDOMTREE TR2.4K sharesnew addition2026-06-302026-07-08

Sponsored

ED CONSOLIDATED EDISON INC3.7K shares27.83%2026-06-302026-07-08

COWG PACER FDS TR10.3K shares0.00%2026-06-302026-07-08

BE BLOOM ENERGY CORP1.4K sharesnew addition2026-06-302026-07-08

XLE SELECT SECTOR SPDR TR7.7K shares16.18%2026-06-302026-07-08

ROST ROSS STORES INC1.9K shares2.79%2026-06-302026-07-08

EWBC EAST WEST BANCORP INC3.2K shares-5.62%2026-06-302026-07-08

THRO BLACKROCK ETF TRUST9.4K shares-11.31%2026-06-302026-07-08

VTV VANGUARD INDEX FDS1.8K shares4.82%2026-06-302026-07-08

Sponsored

ZECP ZACKS TRUST10.6K shares62.99%2026-06-302026-07-08

WELL WELLTOWER INC1.7K shares7.51%2026-06-302026-07-08

RSG REPUBLIC SVCS INC1.8K shares44.14%2026-06-302026-07-08

RSPH INVESCO EXCHANGE TRADED FD T11.5K shares0.00%2026-06-302026-07-08

BLK BLACKROCK INC391 shares-58.89%2026-06-302026-07-08

MNST MONSTER BEVERAGE CORP NEW3.9K shares2.64%2026-06-302026-07-08

ADVANCED ENERGY INDS ADVANCED ENERGY INDS1.0K shares0.20%2026-06-302026-07-08

FUL FULLER H B CO6.3K shares-10.09%2026-06-302026-07-08

Sponsored

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.8K shares16.97%2026-06-302026-07-08

EFA ISHARES TR3.5K shares7.22%2026-06-302026-07-08

SLV ISHARES SILVER TR6.8K shares-1.45%2026-06-302026-07-08

VYM VANGUARD WHITEHALL FDS2.3K shares19.42%2026-06-302026-07-08

MMIN NEW YORK LIFE INVTS ACTIVE E14.6K shares19.50%2026-06-302026-07-08

NVS NOVARTIS AG2.3K shares63.85%2026-06-302026-07-08

PFE PFIZER INC14.6K shares14.77%2026-06-302026-07-08

JEF JEFFERIES FINANCIAL GROUP IN7.0K shares0.85%2026-06-302026-07-08

Sponsored

VO VANGUARD INDEX FDS4.3K shares360.94%2026-06-302026-07-08

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.8K shares18.91%2026-06-302026-07-08

DFAU DIMENSIONAL ETF TRUST6.7K shares0.03%2026-06-302026-07-08

RY ROYAL BK CDA1.7K shares31.68%2026-06-302026-07-08

WAFD WAFD INC8.9K shares-9.62%2026-06-302026-07-08

FLXR TCW ETF TRUST8.7K shares-5.35%2026-06-302026-07-08

CEG CONSTELLATION ENERGY CORP1.4K shares-0.29%2026-06-302026-07-08

TER TERADYNE INC701 sharesnew addition2026-06-302026-07-08

Sponsored

CSX CSX CORP7.0K shares-5.21%2026-06-302026-07-08

WMB WILLIAMS COS INC4.5K shares3.51%2026-06-302026-07-08

KR KROGER CO6.0K shares-3.78%2026-06-302026-07-08

SPMO INVESCO EXCH TRADED FD TR II2.0K shares-0.15%2026-06-302026-07-08

LOW LOWES COS INC1.5K shares-32.87%2026-06-302026-07-08

FAST FASTENAL CO6.8K shares35.29%2026-06-302026-07-08

CARR CARRIER GLOBAL CORPORATION4.5K shares7.40%2026-06-302026-07-08

PFFA ETFIS SER TR I15.7K shares-5.51%2026-06-302026-07-08

Sponsored

ASML ASML HLDG NV159 sharesnew addition2026-06-302026-07-08

CBRE CBRE GROUP INC2.3K shares-3.75%2026-06-302026-07-08

SPVM INVESCO EXCHANGE TRADED FD T4.2K shares-37.53%2026-06-302026-07-08

MTZ MASTEC INC742 shares-12.29%2026-06-302026-07-08

SMIZ ZACKS TRUST6.9K sharesnew addition2026-06-302026-07-08

IQLT ISHARES TR6.2K shares-1.21%2026-06-302026-07-08

TT TRANE TECHNOLOGIES PLC622 shares-0.64%2026-06-302026-07-08

CGBL CAPITAL GROUP CORE BALANCED8.0K sharesnew addition2026-06-302026-07-08

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI6.9K shares-5.77%2026-06-302026-07-08

DHS WISDOMTREE TR2.6K shares1.50%2026-06-302026-07-08

VWO VANGUARD INTL EQUITY INDEX F5.0K shares-1.19%2026-06-302026-07-08

VV VANGUARD INDEX FDS864 shares-0.23%2026-06-302026-07-08

ING ING GROEP N.V.9.4K sharesnew addition2026-06-302026-07-08

MUB ISHARES TR2.7K shares-26.07%2026-06-302026-07-08

DOW DOW HLDGS INC10.7K shares25.96%2026-06-302026-07-08

CRWV COREWEAVE INC2.9K shares-3.31%2026-06-302026-07-08

Sponsored

NTRS NORTHERN TR CORP1.7K shares-28.78%2026-06-302026-07-08

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.0K shares-71.92%2026-06-302026-07-08

VBR VANGUARD INDEX FDS1.2K shares15.95%2026-06-302026-07-08

AME AMETEK INC1.2K shares1.57%2026-06-302026-07-08

RSP INVESCO EXCHANGE TRADED FD T1.3K shares-2.94%2026-06-302026-07-08

FBTC FIDELITY WISE ORIGIN BITCOIN5.5K shares14.98%2026-06-302026-07-08

IWS ISHARES TR1.7K shares-17.24%2026-06-302026-07-08

IXUS ISHARES TR2.9K shares-26.94%2026-06-302026-07-08

Sponsored

EXE EXPAND ENERGY CORPORATION3.0K shares-16.84%2026-06-302026-07-08

SNY SANOFI SA6.5K shares-51.62%2026-06-302026-07-08

FSK FS KKR CAP CORP26.0K shares0.29%2026-06-302026-07-08

FCNCA FIRST CTZNS BANCSHARES INC D131 shares6.50%2026-06-302026-07-08

EMR EMERSON ELEC CO1.9K shares4.80%2026-06-302026-07-08

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC1.8K sharesnew addition2026-06-302026-07-08

XTEN BONDBLOXX ETF TRUST6.0K shares0.29%2026-06-302026-07-08

BRBR BELLRING BRANDS INC21.0K shares-11.74%2026-06-302026-07-08

Sponsored

CL COLGATE PALMOLIVE CO2.9K shares4.02%2026-06-302026-07-08

BJ BJS WHSL CLUB HLDGS INC3.1K shares-39.28%2026-06-302026-07-08

PFSI PENNYMAC FINL SVCS INC NEW3.1K shares0.00%2026-06-302026-07-08

AOR ISHARES TR3.9K sharesnew addition2026-06-302026-07-08

ITW ILLINOIS TOOL WKS INC996 sharesnew addition2026-06-302026-07-08

DVY ISHARES TR1.7K shares27.74%2026-06-302026-07-08

IR INGERSOLL RAND INC3.3K shares-46.23%2026-06-302026-07-08

VOE VANGUARD INDEX FDS1.4K shares12.49%2026-06-302026-07-08

Sponsored

NDAQ NASDAQ INC3.4K shares32.60%2026-06-302026-07-08

S&P GLOBAL INC S&P GLOBAL INC648 shares-13.02%2026-06-302026-07-08

TTE TOTALENERGIES SE3.4K shares1.84%2026-06-302026-07-08

CMI CUMMINS INC368 sharesnew addition2026-06-302026-07-08

EMLC VANECK ETF TRUST10.2K shares-4.68%2026-06-302026-07-08

CW CURTISS WRIGHT CORP344 shares-3.64%2026-06-302026-07-08

NANR SPDR INDEX SHS FDS3.5K shares0.06%2026-06-302026-07-08

BKNG BOOKING HOLDINGS INC1.5K shares1281.90%2026-06-302026-07-08

Sponsored

BTI BRITISH AMERN TOB PLC4.2K sharesnew addition2026-06-302026-07-08

CVS CVS HEALTH CORP2.5K sharesnew addition2026-06-302026-07-08

LUMENTUM HLDGS INC LUMENTUM HLDGS INC295 shares-1.99%2026-06-302026-07-08

FIX COMFORT SYS USA INC127 shares-23.49%2026-06-302026-07-08

BK BANK OF NY MELLON CORP1.7K shares-2.85%2026-06-302026-07-08

UL UNILEVER PLC4.1K sharesnew addition2026-06-302026-07-08

BINC BLACKROCK ETF TRUST II4.7K shares-32.18%2026-06-302026-07-08

ADOBE INC ADOBE INC1.2K shares-47.08%2026-06-302026-07-08

Sponsored

GD GENERAL DYNAMICS CORP689 shares7.32%2026-06-302026-07-08

CHUBB LIMITED CHUBB LIMITED716 shares5.92%2026-06-302026-07-08

IBTG ISHARES TR10.7K shares0.15%2026-06-302026-07-08

MO ALTRIA GROUP INC3.4K shares10.17%2026-06-302026-07-08

JETS ETF SER SOLUTIONS7.3K shares-14.76%2026-06-302026-07-08

USB US BANCORP3.9K sharesnew addition2026-06-302026-07-08

JBTM JBT MAREL CORPORATION1.6K sharesnew addition2026-06-302026-07-08

TLH ISHARES TR2.3K shares-25.30%2026-06-302026-07-08

Sponsored

SXI STANDEX INTL CORP657 sharesnew addition2026-06-302026-07-08

DHI D R HORTON INC1.4K sharesnew addition2026-06-302026-07-08

HOOD ROBINHOOD MKTS INC2.3K sharesnew addition2026-06-302026-07-08

SPAB SPDR SERIES TRUST9.1K shares0.32%2026-06-302026-07-08

ILF ISHARES TR6.9K sharesnew addition2026-06-302026-07-08

SKYW SKYWEST INC2.3K shares-5.06%2026-06-302026-07-08

NI NISOURCE INC4.9K shares-9.07%2026-06-302026-07-08

IWM ISHARES TR772 sharesnew addition2026-06-302026-07-08

Sponsored

NOBL PROSHARES TR4.1K shares92.21%2026-06-302026-07-08

MSI MOTOROLA SOLUTIONS INC556 sharesnew addition2026-06-302026-07-08

ESGU ISHARES TR1.4K shares-1.26%2026-06-302026-07-08

NKE NIKE INC5.6K shares38.99%2026-06-302026-07-08

HIG HARTFORD INSURANCE GROUP INC1.7K shares-39.16%2026-06-302026-07-08

MDLZ MONDELEZ INTL INC3.9K sharesnew addition2026-06-302026-07-08

LFUS LITTELFUSE INC495 sharesnew addition2026-06-302026-07-08

BXSL BLACKSTONE SECD LENDING FD9.5K shares5.64%2026-06-302026-07-08

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV4.3K shares-0.70%2026-06-302026-07-08

BDX BECTON DICKINSON & CO1.5K sharesnew addition2026-06-302026-07-08

NTRA NATERA INC820 shares-28.70%2026-06-302026-07-08

LYG LLOYDS BANKING GROUP PLC38.1K shares56.24%2026-06-302026-07-08

EZA ISHARES INC3.5K sharesnew addition2026-06-302026-07-08

PAYX PAYCHEX INC2.2K sharesnew addition2026-06-302026-07-08

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares-1.35%2026-06-302026-07-08

3M CO 3M CO1.4K shares-52.73%2026-06-302026-07-08

Sponsored

MPC MARATHON PETE CORP852 shares-2.63%2026-06-302026-07-08

AMG AFFILIATED MANAGERS GROUP642 shares-22.46%2026-06-302026-07-08

TEL TE CONNECTIVITY PLC1.1K sharesnew addition2026-06-302026-07-08

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP682 shares-38.67%2026-06-302026-07-08

CNI CANADIAN NATL RY CO1.8K sharesnew addition2026-06-302026-07-08

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC654 sharesnew addition2026-06-302026-07-08

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP2.3K sharesnew addition2026-06-302026-07-08

CAH CARDINAL HEALTH INC902 sharesnew addition2026-06-302026-07-08

Sponsored

HSY HERSHEY CO1.2K shares-12.40%2026-06-302026-07-08

GDXJ VANECK ETF TRUST2.2K shares9.33%2026-06-302026-07-08

IBKR INTERACTIVE BROKERS GROUP IN2.4K sharesnew addition2026-06-302026-07-08

HUBB HUBBELL INC404 sharesnew addition2026-06-302026-07-08

CP CANADIAN PACIFIC KANSAS CITY2.4K sharesnew addition2026-06-302026-07-08

BLCR BLACKROCK ETF TRUST4.1K sharesnew addition2026-06-302026-07-08

TGT TARGET CORP1.6K sharesnew addition2026-06-302026-07-08

SLM SLM CORP8.0K sharesnew addition2026-06-302026-07-08

Sponsored

DIA STATE STR SPDR DOW JONES IND396 sharesnew addition2026-06-302026-07-08

WT WISDOMTREE INC12.2K shares2.14%2026-06-302026-07-08

WAB WABTEC764 shares-5.68%2026-06-302026-07-08

HMC HONDA MOTOR CO LTD7.6K sharesnew addition2026-06-302026-07-08

O REALTY INCOME CORP3.3K sharesnew addition2026-06-302026-07-08

EXPD EXPEDITORS INTL WASH INC1.3K sharesnew addition2026-06-302026-07-08

MET METLIFE INC2.4K sharesnew addition2026-06-302026-07-08

AFL AFLAC INC1.7K sharesnew addition2026-06-302026-07-08

Sponsored

KVUE KENVUE INC10.1K sharesnew addition2026-06-302026-07-08

NG NOVAGOLD RESOURCES INC29.9K shares9.49%2026-06-302026-07-08

CAG CONAGRA BRANDS INC12.8K shares16.27%2026-06-302026-07-08

RIG TRANSOCEAN LTD22.1K shares9.00%2026-06-302026-07-08

GNL GLOBAL NET LEASE INC11.2K shares0.40%2026-06-302026-07-08

FSCO FS CREDIT OPPORTUNITIES CORP13.9K shares31.23%2026-06-302026-07-08

SKIN SKINHEALTH SYSTEMS INC10.2K shares0.00%2026-06-302026-07-08

COHEN & STEERS QUALITY INCOM COHEN & STEERS QUALITY INCOM88.4K sharesnew addition2026-06-302026-07-08

Sponsored

SCHV

SCHWAB STRATEGIC TR

6.58%

Shares2.3M

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

5.81%

Shares79.3K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

0.17%

Shares238.2K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

2.16%

Shares162.8K

Event2026-06-30

Filed2026-07-08

BOND

PIMCO ETF TR

9.26%

Shares433.1K

Event2026-06-30

Filed2026-07-08

PAVE

GLOBAL X FDS

4.53%

Shares576.4K

Event2026-06-30

Filed2026-07-08

STOX

HORIZON FDS

1.03%

Shares878.9K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

-0.08%

Shares114.0K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

-0.97%

Shares64.0K

Event2026-06-30

Filed2026-07-08

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares253.1K

Event2026-06-30

Filed2026-07-08

CGXU

CAPITAL GROUP INTL FOCUS EQT

New

Shares664.4K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

-0.28%

Shares63.7K

Event2026-06-30

Filed2026-07-08

AIQ

GLOBAL X FDS

5.31%

Shares345.8K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-1.80%

Shares59.3K

Event2026-06-30

Filed2026-07-08

AVEM

AMERICAN CENTY ETF TR

118.47%

Shares228.0K

Event2026-06-30

Filed2026-07-08

JEPI

J P MORGAN EXCHANGE TRADED F

6.06%

Shares362.1K

Event2026-06-30

Filed2026-07-08

BUFR

FIRST TR EXCHNG TRADED FD VI

2.62%

Shares522.2K

Event2026-06-30

Filed2026-07-08

JPST

J P MORGAN EXCHANGE TRADED F

-3.41%

Shares355.3K

Event2026-06-30

Filed2026-07-08

PVAL

PUTNAM ETF TRUST

-1.53%

Shares330.4K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

2.09%

Shares37.5K

Event2026-06-30

Filed2026-07-08

JHML

JOHN HANCOCK EXCHANGE TRADED

-0.64%

Shares140.5K

Event2026-06-30

Filed2026-07-08

FTGC

FIRST TR EXCHANGE TRAD FD VI

New

Shares386.5K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.44%

Shares20.7K

Event2026-06-30

Filed2026-07-08

FENI

FIDELITY COVINGTON TRUST

110.57%

Shares255.8K

Event2026-06-30

Filed2026-07-08

VOOG

VANGUARD ADMIRAL FDS INC

500.13%

Shares118.7K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-9.05%

Shares26.9K

Event2026-06-30

Filed2026-07-08

GTO

INVESCO ACTIVELY MANAGED EXC

1.92%

Shares199.9K

Event2026-06-30

Filed2026-07-08

MICRON TECHNOLOGY INC

20.85%

Shares7.9K

Event2026-06-30

Filed2026-07-08

QQQM

INVESCO EXCH TRADED FD TR II

1417.53%

Shares27.7K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

-8.29%

Shares14.5K

Event2026-06-30

Filed2026-07-08

FBND

FIDELITY MERRIMACK STR TR

-10.48%

Shares166.6K

Event2026-06-30

Filed2026-07-08

DBEF

DBX ETF TR

-0.92%

Shares136.2K

Event2026-06-30

Filed2026-07-08

JBND

J P MORGAN EXCHANGE TRADED F

3.53%

Shares137.7K

Event2026-06-30

Filed2026-07-08

XSMO

INVESCO EXCHANGE TRADED FD T

-21.35%

Shares78.2K

Event2026-06-30

Filed2026-07-08

DEI

DOUGLAS EMMETT INC

0.02%

Shares615.1K

Event2026-06-30

Filed2026-07-08

HGER

HARBOR ETF TRUST

New

Shares244.8K

Event2026-06-30

Filed2026-07-08

AVUV

AMERICAN CENTY ETF TR

-28.94%

Shares56.7K

Event2026-06-30

Filed2026-07-08

ISHARES TR

-1.76%

Shares8.7K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

11.97%

Shares5.3K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

41.95%

Shares10.8K

Event2026-06-30

Filed2026-07-08

FTHI

FIRST TR EXCHANGE TRADED FD

-13.29%

Shares258.4K

Event2026-06-30

Filed2026-07-08

JIRE

J P MORGAN EXCHANGE TRADED F

92.82%

Shares71.9K

Event2026-06-30

Filed2026-07-08

DVYE

ISHARES INC

3.07%

Shares180.0K

Event2026-06-30

Filed2026-07-08

CGGR

CAPITAL GROUP GROWTH ETF

1.98%

Shares122.7K

Event2026-06-30

Filed2026-07-08

SCHF

SCHWAB STRATEGIC TR

1.95%

Shares198.2K

Event2026-06-30

Filed2026-07-08

SCHG

SCHWAB STRATEGIC TR

2.03%

Shares160.2K

Event2026-06-30

Filed2026-07-08

XSVM

INVESCO EXCHANGE TRADED FD T

0.59%

Shares72.1K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

7.96%

Shares4.7K

Event2026-06-30

Filed2026-07-08

UPS

UNITED PARCEL SVCS INC

0.54%

Shares45.1K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP

-6.70%

Shares34.9K

Event2026-06-30

Filed2026-07-08

VISA INC

14.08%

Shares12.8K

Event2026-06-30

Filed2026-07-08

DTH

WISDOMTREE TR

2.60%

Shares80.9K

Event2026-06-30

Filed2026-07-08

HELO

J P MORGAN EXCHANGE TRADED F

-30.88%

Shares63.3K

Event2026-06-30

Filed2026-07-08

IWY

ISHARES TR

4.21%

Shares14.7K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

1.59%

Shares5.5K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

-3.20%

Shares4.2K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

11.35%

Shares8.5K

Event2026-06-30

Filed2026-07-08

YEAR

AB ACTIVE ETFS INC

11.42%

Shares72.3K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

-8.28%

Shares31.6K

Event2026-06-30

Filed2026-07-08

JHMD

JOHN HANCOCK EXCHANGE TRADED

7.91%

Shares79.5K

Event2026-06-30

Filed2026-07-08

SCHX

SCHWAB STRATEGIC TR

3.52%

Shares114.9K

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC

5.94%

Shares4.4K

Event2026-06-30

Filed2026-07-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

-3.60%

Shares68.1K

Event2026-06-30

Filed2026-07-08

JAAA

JANUS DETROIT STR TR

1.08%

Shares65.3K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

-4.35%

Shares9.9K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP

-3.06%

Shares23.2K

Event2026-06-30

Filed2026-07-08

HORIZON FDS

New

Shares337.7K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

-18.02%

Shares26.9K

Event2026-06-30

Filed2026-07-08

FTEC

FIDELITY COVINGTON TRUST

-0.35%

Shares10.5K

Event2026-06-30

Filed2026-07-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-7.82%

Shares6.3K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

1.74%

Shares8.3K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

23.40%

Shares4.1K

Event2026-06-30

Filed2026-07-08

SPYG

SPDR SERIES TRUST

-34.68%

Shares25.0K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

-0.16%

Shares17.7K

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES TR

-5.85%

Shares17.8K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

-1.75%

Shares19.8K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

21.68%

Shares11.5K

Event2026-06-30

Filed2026-07-08

QDPL

PACER FDS TR

0.54%

Shares63.5K

Event2026-06-30

Filed2026-07-08

SPDR SERIES TRUST

1.63%

Shares32.4K

Event2026-06-30

Filed2026-07-08

SPYV

SPDR SERIES TRUST

-46.01%

Shares45.4K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

6.32%

Shares10.9K

Event2026-06-30

Filed2026-07-08

CITIGROUP INC

-22.71%

Shares19.6K

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

-16.96%

Shares2.7K

Event2026-06-30

Filed2026-07-08

ETN

EATON CORP PLC

-4.06%

Shares6.3K

Event2026-06-30

Filed2026-07-08

BIV

VANGUARD BD INDEX FDS

-1.15%

Shares34.1K

Event2026-06-30

Filed2026-07-08

VRTX

VERTEX PHARMACEUTICALS INC

14.39%

Shares5.3K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

5.14%

Shares7.4K

Event2026-06-30

Filed2026-07-08

IBM

INTERNATIONAL BUSINESS MACHS

-14.69%

Shares9.1K

Event2026-06-30

Filed2026-07-08

IWP

ISHARES TR

16.83%

Shares16.7K

Event2026-06-30

Filed2026-07-08

IDV

ISHARES TR

7.29%

Shares58.7K

Event2026-06-30

Filed2026-07-08

GLW

CORNING INC

9.68%

Shares9.5K

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS INC

-2.84%

Shares7.0K

Event2026-06-30

Filed2026-07-08

GBAB

GUGGENHEIM TAXABLE MUNICP BO

4.36%

Shares164.4K

Event2026-06-30

Filed2026-07-08

MASTERCARD INCORPORATED

-10.66%

Shares4.6K

Event2026-06-30

Filed2026-07-08

SNOWFLAKE INC

14.14%

Shares9.2K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

13.31%

Shares15.9K

Event2026-06-30

Filed2026-07-08

WTV

WISDOMTREE TR

-19.35%

Shares22.7K

Event2026-06-30

Filed2026-07-08

JMST

J P MORGAN EXCHANGE TRADED F

-14.88%

Shares44.0K

Event2026-06-30

Filed2026-07-08

RTX CORPORATION

-9.29%

Shares11.7K

Event2026-06-30

Filed2026-07-08

DIS

DISNEY WALT CO

3.62%

Shares22.7K

Event2026-06-30

Filed2026-07-08

NETFLIX INC.

-21.82%

Shares30.4K

Event2026-06-30

Filed2026-07-08

PAAA

PGIM ETF TR

56.88%

Shares41.7K

Event2026-06-30

Filed2026-07-08

ANET

ARISTA NETWORKS INC

-10.08%

Shares12.5K

Event2026-06-30

Filed2026-07-08

JPIE

J P MORGAN EXCHANGE TRADED F

2.59%

Shares46.1K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR

234.60%

Shares17.1K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES TR

-9.41%

Shares26.9K

Event2026-06-30

Filed2026-07-08

HDV

ISHARES TR

398.06%

Shares73.8K

Event2026-06-30

Filed2026-07-08

SPGM

SPDR INDEX SHS FDS

2.76%

Shares23.4K

Event2026-06-30

Filed2026-07-08

TOTL

SSGA ACTIVE ETF TR

45.87%

Shares50.7K

Event2026-06-30

Filed2026-07-08

GE AEROSPACE

24.86%

Shares5.2K

Event2026-06-30

Filed2026-07-08

SHY

ISHARES TR

0.15%

Shares23.4K

Event2026-06-30

Filed2026-07-08

DATADOG INC

16.63%

Shares7.3K

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

10.40%

Shares4.5K

Event2026-06-30

Filed2026-07-08

IUSB

ISHARES TR

12.35%

Shares39.9K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

2.48%

Shares5.5K

Event2026-06-30

Filed2026-07-08

KLAC

KLA CORP

754.70%

Shares5.5K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

-15.79%

Shares9.1K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

5.46%

Shares1.4K

Event2026-06-30

Filed2026-07-08

SERVICENOW INC

-18.99%

Shares15.9K

Event2026-06-30

Filed2026-07-08

IWD

ISHARES TR

-44.09%

Shares6.4K

Event2026-06-30

Filed2026-07-08

APH

AMPHENOL CORP

-1.39%

Shares8.8K

Event2026-06-30

Filed2026-07-08

COCA COLA CO

-16.59%

Shares19.1K

Event2026-06-30

Filed2026-07-08

PECO

PHILLIPS EDISON & CO INC

0.05%

Shares36.6K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP

-16.74%

Shares26.3K

Event2026-06-30

Filed2026-07-08

IVW

ISHARES TR

0.74%

Shares10.9K

Event2026-06-30

Filed2026-07-08

MORGAN STANLEY

6.70%

Shares7.1K

Event2026-06-30

Filed2026-07-08

ADI

ANALOG DEVICES INC

77.47%

Shares3.7K

Event2026-06-30

Filed2026-07-08

AGNC INVT CORP

-17.22%

Shares132.4K

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC INC

-17.41%

Shares2.9K

Event2026-06-30

Filed2026-07-08

FTLS

FIRST TR EXCH TRADED FD III

-0.75%

Shares19.4K

Event2026-06-30

Filed2026-07-08

IEMG

ISHARES INC

-62.54%

Shares16.7K

Event2026-06-30

Filed2026-07-08

PALANTIR TECHNOLOGIES INC

-5.05%

Shares11.7K

Event2026-06-30

Filed2026-07-08

DYNF

BLACKROCK ETF TRUST

-0.11%

Shares19.8K

Event2026-06-30

Filed2026-07-08

JBBB

JANUS DETROIT STR TR

-18.14%

Shares28.2K

Event2026-06-30

Filed2026-07-08

ETFS GOLD TR

8.85%

Shares34.3K

Event2026-06-30

Filed2026-07-08

MCK

MCKESSON CORP

-33.95%

Shares1.7K

Event2026-06-30

Filed2026-07-08

FTNT

FORTINET INC

3.44%

Shares8.4K

Event2026-06-30

Filed2026-07-08

IGE

ISHARES TR

2.37%

Shares22.6K

Event2026-06-30

Filed2026-07-08

BLACKSTONE INC

7.38%

Shares10.8K

Event2026-06-30

Filed2026-07-08

IGR

CBRE GBL REAL ESTATE INC FD

1.58%

Shares265.5K

Event2026-06-30

Filed2026-07-08

ASTRAZENECA PLC

New

Shares6.3K

Event2026-06-30

Filed2026-07-08

DASH

DOORDASH INC

-5.37%

Shares6.5K

Event2026-06-30

Filed2026-07-08

JADE

J P MORGAN EXCHANGE TRADED F

16.72%

Shares14.9K

Event2026-06-30

Filed2026-07-08

WDC

WESTERN DIGITAL CORP

-16.67%

Shares1.9K

Event2026-06-30

Filed2026-07-08

IVE

ISHARES TR

-3.13%

Shares5.2K

Event2026-06-30

Filed2026-07-08

SEAGATE TECHNOLOGY HLDNGS PL

-57.54%

Shares1.2K

Event2026-06-30

Filed2026-07-08

QUANTA SVCS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-08

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares25.9K

Event2026-06-30

Filed2026-07-08

SHOP

SHOPIFY INC

81.07%

Shares10.0K

Event2026-06-30

Filed2026-07-08

CORTEVA INC

-21.43%

Shares13.5K

Event2026-06-30

Filed2026-07-08

SNDK

SANDISK CORP

-11.21%

Shares499

Event2026-06-30

Filed2026-07-08

ILCG

ISHARES TR

0.26%

Shares9.7K

Event2026-06-30

Filed2026-07-08

TXN

TEXAS INSTRS INC

23.38%

Shares3.8K

Event2026-06-30

Filed2026-07-08

FDX

FEDEX CORP

-28.63%

Shares3.6K

Event2026-06-30

Filed2026-07-08

JQUA

J P MORGAN EXCHANGE TRADED F

-4.59%

Shares15.5K

Event2026-06-30

Filed2026-07-08

VCIT

VANGUARD SCOTTSDALE FDS

8.94%

Shares13.5K

Event2026-06-30

Filed2026-07-08

ISHARES TR

-67.50%

Shares11.5K

Event2026-06-30

Filed2026-07-08

RQI

COHEN & STEERS QUALITY INCOM

6.27%

Shares90.0K

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

-20.19%

Shares12.5K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

7.00%

Shares1.6K

Event2026-06-30

Filed2026-07-08

IYW

ISHARES TR

0.02%

Shares4.3K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

-2.52%

Shares2.9K

Event2026-06-30

Filed2026-07-08

LMT

LOCKHEED MARTIN CORP

8.70%

Shares2.1K

Event2026-06-30

Filed2026-07-08

INTU

INTUIT

78.50%

Shares4.1K

Event2026-06-30

Filed2026-07-08

CGIC

CAPITAL GROUP INTERNATIONAL

139.85%

Shares29.3K

Event2026-06-30

Filed2026-07-08

J P MORGAN EXCHANGE TRADED F

-3.48%

Shares17.3K

Event2026-06-30

Filed2026-07-08

UBER

UBER TECHNOLOGIES INC

-13.06%

Shares14.6K

Event2026-06-30

Filed2026-07-08

VUG

VANGUARD INDEX FDS

314.95%

Shares12.2K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

-5.04%

Shares8.1K

Event2026-06-30

Filed2026-07-08

TMUS

T-MOBILE US INC

-19.26%

Shares6.0K

Event2026-06-30

Filed2026-07-08

WPC

WP CAREY INC

19.51%

Shares14.1K

Event2026-06-30

Filed2026-07-08

PGR

PROGRESSIVE CORP

22.95%

Shares4.6K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

1.51%

Shares6.7K

Event2026-06-30

Filed2026-07-08

SCHW

SCHWAB CHARLES CORP

-40.98%

Shares10.7K

Event2026-06-30

Filed2026-07-08

AXP

AMERICAN EXPRESS CO

-2.08%

Shares2.9K

Event2026-06-30

Filed2026-07-08

BTC

GRAYSCALE BITCOIN MINI TR ET

63.57%

Shares37.7K

Event2026-06-30

Filed2026-07-08

CRM

SALESFORCE INC

-9.65%

Shares6.2K

Event2026-06-30

Filed2026-07-08

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-08

TLT

ISHARES TR

-0.98%

Shares11.2K

Event2026-06-30

Filed2026-07-08

HYATT HOTELS CORP

6.18%

Shares4.9K

Event2026-06-30

Filed2026-07-08

SPACE EXPLORATION TECHN CORP

New

Shares5.6K

Event2026-06-30

Filed2026-07-08

SRE

SEMPRA

-7.80%

Shares10.0K

Event2026-06-30

Filed2026-07-08

EOG

EOG RES INC

2.35%

Shares7.0K

Event2026-06-30

Filed2026-07-08

SCHD

SCHWAB STRATEGIC TR

-10.78%

Shares28.7K

Event2026-06-30

Filed2026-07-08

EFV

ISHARES TR

-12.30%

Shares11.8K

Event2026-06-30

Filed2026-07-08

THE CIGNA GROUP

-6.77%

Shares3.2K

Event2026-06-30

Filed2026-07-08

BSV

VANGUARD BD INDEX FDS

13.01%

Shares11.1K

Event2026-06-30

Filed2026-07-08

MINT

PIMCO ETF TR

New

Shares8.5K

Event2026-06-30

Filed2026-07-08

BCD

ABRDN ETFS

24.08%

Shares25.1K

Event2026-06-30

Filed2026-07-08

COF

CAPITAL ONE FINL CORP

-22.43%

Shares4.2K

Event2026-06-30

Filed2026-07-08

VANECK ETF TRUST

4.42%

Shares11.2K

Event2026-06-30

Filed2026-07-08

PARKER-HANNIFIN CORP

-5.46%

Shares865

Event2026-06-30

Filed2026-07-08

QUAL

ISHARES TR

-29.02%

Shares3.8K

Event2026-06-30

Filed2026-07-08

MRVL

MARVELL TECHNOLOGY INC

32.12%

Shares2.7K

Event2026-06-30

Filed2026-07-08

COWZ

PACER FDS TR

-7.81%

Shares13.1K

Event2026-06-30

Filed2026-07-08

LABCORP HOLDINGS INC

-20.77%

Shares2.9K

Event2026-06-30

Filed2026-07-08

ALL

ALLSTATE CORP

-33.90%

Shares3.4K

Event2026-06-30

Filed2026-07-08

JTEK

J P MORGAN EXCHANGE TRADED F

-6.54%

Shares7.1K

Event2026-06-30

Filed2026-07-08

CPT

CAMDEN PPTY TR

29.65%

Shares6.9K

Event2026-06-30

Filed2026-07-08

NRG

NRG ENERGY INC

8.85%

Shares5.4K

Event2026-06-30

Filed2026-07-08

FREEPORT MCMORAN INC

-26.20%

Shares12.4K

Event2026-06-30

Filed2026-07-08

NLY

ANNALY CAPITAL MANAGEMENT IN

3.68%

Shares34.9K

Event2026-06-30

Filed2026-07-08

DEERE & CO

-2.85%

Shares1.2K

Event2026-06-30

Filed2026-07-08

BWXT

BWX TECHNOLOGIES INC

0.03%

Shares4.0K

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS

-28.45%

Shares7.5K

Event2026-06-30

Filed2026-07-08

CDNS

CADENCE DESIGN SYSTEM INC

4.93%

Shares2.1K

Event2026-06-30

Filed2026-07-08

URI

UNITED RENTALS INC

-22.44%

Shares681

Event2026-06-30

Filed2026-07-08

VCSH

VANGUARD SCOTTSDALE FDS

2.48%

Shares9.6K

Event2026-06-30

Filed2026-07-08

VANGUARD INTL EQUITY INDEX F

0.25%

Shares4.8K

Event2026-06-30

Filed2026-07-08

SNPS

SYNOPSYS INC

9.76%

Shares1.7K

Event2026-06-30

Filed2026-07-08

URA

GLOBAL X FDS

-7.20%

Shares16.9K

Event2026-06-30

Filed2026-07-08

VLO

VALERO ENERGY CORP

-21.57%

Shares2.8K

Event2026-06-30

Filed2026-07-08

FRDM

EA SERIES TRUST

-61.98%

Shares9.9K

Event2026-06-30

Filed2026-07-08

MBB

ISHARES TR

4.52%

Shares7.6K

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL-MYERS SQUIBB CO

-25.06%

Shares12.4K

Event2026-06-30

Filed2026-07-08

JGRO

J P MORGAN EXCHANGE TRADED F

0.49%

Shares7.2K

Event2026-06-30

Filed2026-07-08

MEDTRONIC PLC

-4.31%

Shares8.9K

Event2026-06-30

Filed2026-07-08

XLG

INVESCO EXCHANGE TRADED FD T

-2.08%

Shares11.4K

Event2026-06-30

Filed2026-07-08

PLD

PROLOGIS INC.

-26.02%

Shares5.1K

Event2026-06-30

Filed2026-07-08

HLT

HILTON WORLDWIDE HLDGS INC

-42.81%

Shares2.0K

Event2026-06-30

Filed2026-07-08

ETH

GRAYSCALE ETHEREUM STAKING

11.94%

Shares44.4K

Event2026-06-30

Filed2026-07-08

BOEING CO

38.22%

Shares3.1K

Event2026-06-30

Filed2026-07-08

GIL

GILDAN ACTIVEWEAR INC

-9.82%

Shares12.9K

Event2026-06-30

Filed2026-07-08

NOC

NORTHROP GRUMMAN CORP

-31.47%

Shares1.3K

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC

22.69%

Shares4.9K

Event2026-06-30

Filed2026-07-08

APPLOVIN CORP

0.16%

Shares1.3K

Event2026-06-30

Filed2026-07-08

LUV

SOUTHWEST AIRLS CO

-42.93%

Shares12.6K

Event2026-06-30

Filed2026-07-08

HWM

HOWMET AEROSPACE INC

-2.09%

Shares2.4K

Event2026-06-30

Filed2026-07-08

ISHARES TR

70.46%

Shares6.4K

Event2026-06-30

Filed2026-07-08

CDX

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-08

MAR

MARRIOTT INTL INC NEW

11.66%

Shares1.7K

Event2026-06-30

Filed2026-07-08

LIN

LINDE PLC

14.29%

Shares1.2K

Event2026-06-30

Filed2026-07-08

OTIS

OTIS WORLDWIDE CORP

-10.51%

Shares8.7K

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

-32.34%

Shares3.3K

Event2026-06-30

Filed2026-07-08

WTMF

WISDOMTREE TR

-5.77%

Shares15.1K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

24.89%

Shares6.8K

Event2026-06-30

Filed2026-07-08

GENERAL MTRS CO

-26.21%

Shares8.0K

Event2026-06-30

Filed2026-07-08

EXC

EXELON CORP

-9.45%

Shares13.2K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

1.05%

Shares4.0K

Event2026-06-30

Filed2026-07-08

SOUTHERN CO

-3.61%

Shares6.3K

Event2026-06-30

Filed2026-07-08

BAI

BLACKROCK ETF TRUST

-9.86%

Shares11.3K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP

-14.79%

Shares2.2K

Event2026-06-30

Filed2026-07-08

DYNATRACE INC

-6.86%

Shares13.2K

Event2026-06-30

Filed2026-07-08

CGMS

CAPITAL GRP FIXED INCM ETF T

1.60%

Shares21.1K

Event2026-06-30

Filed2026-07-08

UNP

UNION PAC CORP

11.23%

Shares2.1K

Event2026-06-30

Filed2026-07-08

NEM

NEWMONT CORP

17.98%

Shares6.1K

Event2026-06-30

Filed2026-07-08

BP PLC

14.68%

Shares15.3K

Event2026-06-30

Filed2026-07-08

PHM

PULTE GROUP INC

-33.33%

Shares4.1K

Event2026-06-30

Filed2026-07-08

GILD

GILEAD SCIENCES INC

-23.32%

Shares4.4K

Event2026-06-30

Filed2026-07-08

WFC

WELLS FARGO & CO

3.47%

Shares6.7K

Event2026-06-30

Filed2026-07-08

MTUM

ISHARES TR

-24.38%

Shares1.6K

Event2026-06-30

Filed2026-07-08

DELL

DELL TECHNOLOGIES INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-08

GFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-08

CONSTELLATION BRANDS INC

-12.21%

Shares3.9K

Event2026-06-30

Filed2026-07-08

BPRE

BLUEROCK PVT REAL ESTATE FD

-6.80%

Shares41.3K

Event2026-06-30

Filed2026-07-08

NAC

NUVEEN CA DIVI ADV MUN

1.33%

Shares43.8K

Event2026-06-30

Filed2026-07-08

EME

EMCOR GROUP INC

-11.42%

Shares636

Event2026-06-30

Filed2026-07-08

HONEYWELL INTL INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-08

SCHZ

SCHWAB STRATEGIC TR

0.37%

Shares22.2K

Event2026-06-30

Filed2026-07-08

VRT

VERTIV HOLDINGS CO

New

Shares1.5K

Event2026-06-30

Filed2026-07-08

AEP

AMERICAN ELEC PWR CO INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL INC

-10.63%

Shares1.3K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

48.75%

Shares1.4K

Event2026-06-30

Filed2026-07-08

HONEYWELL AEROSPACE INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-08

KEYS

KEYSIGHT TECHNOLOGIES INC

-8.39%

Shares1.4K

Event2026-06-30

Filed2026-07-08

ADP

AUTOMATIC DATA PROCESSING IN

42.80%

Shares2.1K

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP

38.77%

Shares4.7K

Event2026-06-30

Filed2026-07-08

VERIZON COMMUNICATIONS INC

6.03%

Shares11.2K

Event2026-06-30

Filed2026-07-08

AT&T INC

0.28%

Shares23.0K

Event2026-06-30

Filed2026-07-08

EQIX

EQUINIX INC

71.43%

Shares456

Event2026-06-30

Filed2026-07-08

EFG

ISHARES TR

-0.03%

Shares3.8K

Event2026-06-30

Filed2026-07-08

PTF

INVESCO EXCHANGE TRADED FD T

6.78%

Shares3.4K

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR TR

14.74%

Shares2.4K

Event2026-06-30

Filed2026-07-08

EDWARDS LIFESCIENCES CORP

6.68%

Shares5.0K

Event2026-06-30

Filed2026-07-08

GRW

TCW ETF TRUST

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-08

GOVT

ISHARES TR

8.99%

Shares19.6K

Event2026-06-30

Filed2026-07-08

FORD MTR CO

2.75%

Shares32.1K

Event2026-06-30

Filed2026-07-08

CIEN

CIENA CORP

45.75%

Shares908

Event2026-06-30

Filed2026-07-08

SHEL

SHELL PLC

42.74%

Shares5.7K

Event2026-06-30

Filed2026-07-08

APOLLO GLOBAL MGMT INC

-29.24%

Shares3.7K

Event2026-06-30

Filed2026-07-08

SYK

STRYKER CORPORATION

20.66%

Shares1.4K

Event2026-06-30

Filed2026-07-08

VGT

VANGUARD WORLD FD

724.04%

Shares3.7K

Event2026-06-30

Filed2026-07-08

REGN

REGENERON PHARMACEUTICALS

-27.45%

Shares695

Event2026-06-30

Filed2026-07-08

PSX

PHILLIPS 66

21.59%

Shares2.6K

Event2026-06-30

Filed2026-07-08

DUK

DUKE ENERGY CORP NEW

5.77%

Shares3.4K

Event2026-06-30

Filed2026-07-08

GBCI

GLACIER BANCORP INC NEW

-4.62%

Shares8.3K

Event2026-06-30

Filed2026-07-08

AGGH

SIMPLIFY EXCHANGE TRADED FUN

-4.33%

Shares20.9K

Event2026-06-30

Filed2026-07-08

DXJ

WISDOMTREE TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-08

CONSOLIDATED EDISON INC

27.83%

Shares3.7K

Event2026-06-30

Filed2026-07-08

COWG

PACER FDS TR

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-08

BLOOM ENERGY CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-08

XLE

SELECT SECTOR SPDR TR

16.18%

Shares7.7K

Event2026-06-30

Filed2026-07-08

ROST

ROSS STORES INC

2.79%

Shares1.9K

Event2026-06-30

Filed2026-07-08

EWBC

EAST WEST BANCORP INC

-5.62%

Shares3.2K

Event2026-06-30

Filed2026-07-08

THRO

BLACKROCK ETF TRUST

-11.31%

Shares9.4K

Event2026-06-30

Filed2026-07-08

VTV

VANGUARD INDEX FDS

4.82%

Shares1.8K

Event2026-06-30

Filed2026-07-08

ZECP

ZACKS TRUST

62.99%

Shares10.6K

Event2026-06-30

Filed2026-07-08

WELL

WELLTOWER INC

7.51%

Shares1.7K

Event2026-06-30

Filed2026-07-08

RSG

REPUBLIC SVCS INC

44.14%

Shares1.8K

Event2026-06-30

Filed2026-07-08

RSPH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

-58.89%

Shares391

Event2026-06-30

Filed2026-07-08

MNST

MONSTER BEVERAGE CORP NEW

2.64%

Shares3.9K

Event2026-06-30

Filed2026-07-08

ADVANCED ENERGY INDS

0.20%

Shares1.0K

Event2026-06-30

Filed2026-07-08

FUL

FULLER H B CO

-10.09%

Shares6.3K

Event2026-06-30

Filed2026-07-08

AGILENT TECHNOLOGIES INC

16.97%

Shares2.8K

Event2026-06-30

Filed2026-07-08

EFA

ISHARES TR

7.22%

Shares3.5K

Event2026-06-30

Filed2026-07-08

SLV

ISHARES SILVER TR

-1.45%

Shares6.8K

Event2026-06-30

Filed2026-07-08

VYM

VANGUARD WHITEHALL FDS

19.42%

Shares2.3K

Event2026-06-30

Filed2026-07-08

MMIN

NEW YORK LIFE INVTS ACTIVE E

19.50%

Shares14.6K

Event2026-06-30

Filed2026-07-08

NVS

NOVARTIS AG

63.85%

Shares2.3K

Event2026-06-30

Filed2026-07-08

PFE

PFIZER INC

14.77%

Shares14.6K

Event2026-06-30

Filed2026-07-08

JEF

JEFFERIES FINANCIAL GROUP IN

0.85%

Shares7.0K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

360.94%

Shares4.3K

Event2026-06-30

Filed2026-07-08

MICROCHIP TECHNOLOGY INC.

18.91%

Shares3.8K

Event2026-06-30

Filed2026-07-08

DFAU

DIMENSIONAL ETF TRUST

0.03%

Shares6.7K

Event2026-06-30

Filed2026-07-08

ROYAL BK CDA

31.68%

Shares1.7K

Event2026-06-30

Filed2026-07-08

WAFD

WAFD INC

-9.62%

Shares8.9K

Event2026-06-30

Filed2026-07-08

FLXR

TCW ETF TRUST

-5.35%

Shares8.7K

Event2026-06-30

Filed2026-07-08

CEG

CONSTELLATION ENERGY CORP

-0.29%

Shares1.4K

Event2026-06-30

Filed2026-07-08

TER

TERADYNE INC

New

Shares701

Event2026-06-30

Filed2026-07-08

CSX

CSX CORP

-5.21%

Shares7.0K

Event2026-06-30

Filed2026-07-08

WMB

WILLIAMS COS INC

3.51%

Shares4.5K

Event2026-06-30

Filed2026-07-08

KROGER CO

-3.78%

Shares6.0K

Event2026-06-30

Filed2026-07-08

SPMO

INVESCO EXCH TRADED FD TR II

-0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-08

LOW

LOWES COS INC

-32.87%

Shares1.5K

Event2026-06-30

Filed2026-07-08

FAST

FASTENAL CO

35.29%

Shares6.8K

Event2026-06-30

Filed2026-07-08

CARR

CARRIER GLOBAL CORPORATION

7.40%

Shares4.5K

Event2026-06-30

Filed2026-07-08

PFFA

ETFIS SER TR I

-5.51%

Shares15.7K

Event2026-06-30

Filed2026-07-08

ASML

ASML HLDG NV

New

Shares159

Event2026-06-30

Filed2026-07-08

CBRE

CBRE GROUP INC

-3.75%

Shares2.3K

Event2026-06-30

Filed2026-07-08

SPVM

INVESCO EXCHANGE TRADED FD T

-37.53%

Shares4.2K

Event2026-06-30

Filed2026-07-08

MTZ

MASTEC INC

-12.29%

Shares742

Event2026-06-30

Filed2026-07-08

SMIZ

ZACKS TRUST

New

Shares6.9K

Event2026-06-30

Filed2026-07-08

IQLT

ISHARES TR

-1.21%

Shares6.2K

Event2026-06-30

Filed2026-07-08

TRANE TECHNOLOGIES PLC

-0.64%

Shares622

Event2026-06-30

Filed2026-07-08

CGBL

CAPITAL GROUP CORE BALANCED

New

Shares8.0K

Event2026-06-30

Filed2026-07-08

FIXD

FIRST TR EXCHNG TRADED FD VI

-5.77%

Shares6.9K

Event2026-06-30

Filed2026-07-08

DHS

WISDOMTREE TR

1.50%

Shares2.6K

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD INTL EQUITY INDEX F

-1.19%

Shares5.0K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

-0.23%

Shares864

Event2026-06-30

Filed2026-07-08

ING

ING GROEP N.V.

New

Shares9.4K

Event2026-06-30

Filed2026-07-08

MUB

ISHARES TR

-26.07%

Shares2.7K

Event2026-06-30

Filed2026-07-08

DOW

DOW HLDGS INC

25.96%

Shares10.7K

Event2026-06-30

Filed2026-07-08

CRWV

COREWEAVE INC

-3.31%

Shares2.9K

Event2026-06-30

Filed2026-07-08

NTRS

NORTHERN TR CORP

-28.78%

Shares1.7K

Event2026-06-30

Filed2026-07-08

JOHNSON CONTROLS INTERNATION

-71.92%

Shares2.0K

Event2026-06-30

Filed2026-07-08

VBR

VANGUARD INDEX FDS

15.95%

Shares1.2K

Event2026-06-30

Filed2026-07-08

AME

AMETEK INC

1.57%

Shares1.2K

Event2026-06-30

Filed2026-07-08

RSP

INVESCO EXCHANGE TRADED FD T

-2.94%

Shares1.3K

Event2026-06-30

Filed2026-07-08

FBTC

FIDELITY WISE ORIGIN BITCOIN

14.98%

Shares5.5K

Event2026-06-30

Filed2026-07-08

IWS

ISHARES TR

-17.24%

Shares1.7K

Event2026-06-30

Filed2026-07-08

IXUS

ISHARES TR

-26.94%

Shares2.9K

Event2026-06-30

Filed2026-07-08

EXE

EXPAND ENERGY CORPORATION

-16.84%

Shares3.0K

Event2026-06-30

Filed2026-07-08

SNY

SANOFI SA

-51.62%

Shares6.5K

Event2026-06-30

Filed2026-07-08

FSK

FS KKR CAP CORP

0.29%

Shares26.0K

Event2026-06-30

Filed2026-07-08

FCNCA

FIRST CTZNS BANCSHARES INC D

6.50%

Shares131

Event2026-06-30

Filed2026-07-08

EMR

EMERSON ELEC CO

4.80%

Shares1.9K

Event2026-06-30

Filed2026-07-08

FEDEX FGHT HLDG CO INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-08

XTEN

BONDBLOXX ETF TRUST

0.29%

Shares6.0K

Event2026-06-30

Filed2026-07-08

BRBR

BELLRING BRANDS INC

-11.74%

Shares21.0K

Event2026-06-30

Filed2026-07-08

COLGATE PALMOLIVE CO

4.02%

Shares2.9K

Event2026-06-30

Filed2026-07-08

BJS WHSL CLUB HLDGS INC

-39.28%

Shares3.1K

Event2026-06-30

Filed2026-07-08

PFSI

PENNYMAC FINL SVCS INC NEW

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-08

AOR

ISHARES TR

New

Shares3.9K

Event2026-06-30

Filed2026-07-08

ITW

ILLINOIS TOOL WKS INC

New

Shares996

Event2026-06-30

Filed2026-07-08

DVY

ISHARES TR

27.74%

Shares1.7K

Event2026-06-30

Filed2026-07-08

INGERSOLL RAND INC

-46.23%

Shares3.3K

Event2026-06-30

Filed2026-07-08

VOE

VANGUARD INDEX FDS

12.49%

Shares1.4K

Event2026-06-30

Filed2026-07-08

NDAQ

NASDAQ INC

32.60%

Shares3.4K

Event2026-06-30

Filed2026-07-08

S&P GLOBAL INC

-13.02%

Shares648

Event2026-06-30

Filed2026-07-08

TTE

TOTALENERGIES SE

1.84%

Shares3.4K

Event2026-06-30

Filed2026-07-08

CMI

CUMMINS INC

New

Shares368

Event2026-06-30

Filed2026-07-08

EMLC

VANECK ETF TRUST

-4.68%

Shares10.2K

Event2026-06-30

Filed2026-07-08

CURTISS WRIGHT CORP

-3.64%

Shares344

Event2026-06-30

Filed2026-07-08

NANR

SPDR INDEX SHS FDS

0.06%

Shares3.5K

Event2026-06-30

Filed2026-07-08

BKNG

BOOKING HOLDINGS INC

1281.90%

Shares1.5K

Event2026-06-30

Filed2026-07-08

BTI

BRITISH AMERN TOB PLC

New

Shares4.2K

Event2026-06-30

Filed2026-07-08

CVS

CVS HEALTH CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-08

LUMENTUM HLDGS INC

-1.99%

Shares295

Event2026-06-30

Filed2026-07-08

FIX

COMFORT SYS USA INC

-23.49%

Shares127

Event2026-06-30

Filed2026-07-08

BANK OF NY MELLON CORP

-2.85%

Shares1.7K

Event2026-06-30

Filed2026-07-08

UNILEVER PLC

New

Shares4.1K

Event2026-06-30

Filed2026-07-08

BINC

BLACKROCK ETF TRUST II

-32.18%

Shares4.7K

Event2026-06-30

Filed2026-07-08

ADOBE INC

-47.08%

Shares1.2K

Event2026-06-30

Filed2026-07-08

GENERAL DYNAMICS CORP

7.32%

Shares689

Event2026-06-30

Filed2026-07-08

CHUBB LIMITED

5.92%

Shares716

Event2026-06-30

Filed2026-07-08

IBTG

ISHARES TR

0.15%

Shares10.7K

Event2026-06-30

Filed2026-07-08

ALTRIA GROUP INC

10.17%

Shares3.4K

Event2026-06-30

Filed2026-07-08

JETS

ETF SER SOLUTIONS

-14.76%

Shares7.3K

Event2026-06-30

Filed2026-07-08

USB

US BANCORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-08

JBTM

JBT MAREL CORPORATION

New

Shares1.6K

Event2026-06-30

Filed2026-07-08

TLH

ISHARES TR

-25.30%

Shares2.3K

Event2026-06-30

Filed2026-07-08

SXI

STANDEX INTL CORP

New

Shares657

Event2026-06-30

Filed2026-07-08

DHI

D R HORTON INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-08

HOOD

ROBINHOOD MKTS INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-08

SPAB

SPDR SERIES TRUST

0.32%

Shares9.1K

Event2026-06-30

Filed2026-07-08

ILF

ISHARES TR

New

Shares6.9K

Event2026-06-30

Filed2026-07-08

SKYW

SKYWEST INC

-5.06%

Shares2.3K

Event2026-06-30

Filed2026-07-08

NISOURCE INC

-9.07%

Shares4.9K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES TR

New

Shares772

Event2026-06-30

Filed2026-07-08

NOBL

PROSHARES TR

92.21%

Shares4.1K

Event2026-06-30

Filed2026-07-08

MSI

MOTOROLA SOLUTIONS INC

New

Shares556

Event2026-06-30

Filed2026-07-08

ESGU

ISHARES TR

-1.26%

Shares1.4K

Event2026-06-30

Filed2026-07-08

NKE

NIKE INC

38.99%

Shares5.6K

Event2026-06-30

Filed2026-07-08

HIG

HARTFORD INSURANCE GROUP INC

-39.16%

Shares1.7K

Event2026-06-30

Filed2026-07-08

MDLZ

MONDELEZ INTL INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-08

LFUS

LITTELFUSE INC

New

Shares495

Event2026-06-30

Filed2026-07-08

BXSL

BLACKSTONE SECD LENDING FD

5.64%

Shares9.5K

Event2026-06-30

Filed2026-07-08

LYB

LYONDELLBASELL INDUSTRIES NV

-0.70%

Shares4.3K

Event2026-06-30

Filed2026-07-08

BDX

BECTON DICKINSON & CO

New

Shares1.5K

Event2026-06-30

Filed2026-07-08

NTRA

NATERA INC

-28.70%

Shares820

Event2026-06-30

Filed2026-07-08

LYG

LLOYDS BANKING GROUP PLC

56.24%

Shares38.1K

Event2026-06-30

Filed2026-07-08

EZA

ISHARES INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-08

PAYX

PAYCHEX INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-08

PEG

PUBLIC SVC ENTERPRISE GROUP

-1.35%

Shares2.7K

Event2026-06-30

Filed2026-07-08

3M CO

-52.73%

Shares1.4K

Event2026-06-30

Filed2026-07-08

MPC

MARATHON PETE CORP

-2.63%

Shares852

Event2026-06-30

Filed2026-07-08

AMG

AFFILIATED MANAGERS GROUP

-22.46%

Shares642

Event2026-06-30

Filed2026-07-08

TEL

TE CONNECTIVITY PLC

New

Shares1.1K

Event2026-06-30

Filed2026-07-08

ROYAL CARIBBEAN GROUP

-38.67%

Shares682

Event2026-06-30

Filed2026-07-08

CNI

CANADIAN NATL RY CO

New

Shares1.8K

Event2026-06-30

Filed2026-07-08

TRAVELERS COMPANIES INC

New

Shares654

Event2026-06-30

Filed2026-07-08

ON SEMICONDUCTOR CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-08

CAH

CARDINAL HEALTH INC

New

Shares902

Event2026-06-30

Filed2026-07-08

HSY

HERSHEY CO

-12.40%

Shares1.2K

Event2026-06-30

Filed2026-07-08

GDXJ

VANECK ETF TRUST

9.33%

Shares2.2K

Event2026-06-30

Filed2026-07-08

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares2.4K

Event2026-06-30

Filed2026-07-08

HUBB

HUBBELL INC

New

Shares404

Event2026-06-30

Filed2026-07-08

CANADIAN PACIFIC KANSAS CITY

New

Shares2.4K

Event2026-06-30

Filed2026-07-08

BLCR

BLACKROCK ETF TRUST

New

Shares4.1K

Event2026-06-30

Filed2026-07-08

TGT

TARGET CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-08

SLM

SLM CORP

New

Shares8.0K

Event2026-06-30

Filed2026-07-08

DIA

STATE STR SPDR DOW JONES IND

New

Shares396

Event2026-06-30

Filed2026-07-08

WISDOMTREE INC

2.14%

Shares12.2K

Event2026-06-30

Filed2026-07-08

WAB

WABTEC

-5.68%

Shares764

Event2026-06-30

Filed2026-07-08

HMC

HONDA MOTOR CO LTD

New

Shares7.6K

Event2026-06-30

Filed2026-07-08

REALTY INCOME CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-08

EXPD

EXPEDITORS INTL WASH INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-08

MET

METLIFE INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-08

AFL

AFLAC INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-08

KVUE

KENVUE INC

New

Shares10.1K

Event2026-06-30

Filed2026-07-08

NOVAGOLD RESOURCES INC

9.49%

Shares29.9K

Event2026-06-30

Filed2026-07-08

CAG

CONAGRA BRANDS INC

16.27%

Shares12.8K

Event2026-06-30

Filed2026-07-08

RIG

TRANSOCEAN LTD

9.00%

Shares22.1K

Event2026-06-30

Filed2026-07-08

GNL

GLOBAL NET LEASE INC

0.40%

Shares11.2K

Event2026-06-30

Filed2026-07-08

FSCO

FS CREDIT OPPORTUNITIES CORP

31.23%

Shares13.9K

Event2026-06-30

Filed2026-07-08

SKIN

SKINHEALTH SYSTEMS INC

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-08

COHEN & STEERS QUALITY INCOM

New

Shares88.4K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

BRK.B Put PutBERKSHIRE HATHAWAY INC DEL1.4K sharesnew addition2026-06-302026-07-08

BWXT Put PutBWX TECHNOLOGIES INC2.4K sharesnew addition2026-06-302026-07-08

JPMORGAN CHASE & CO Put PutJPMORGAN CHASE & CO700 sharesnew addition2026-06-302026-07-08

BRK.B Put

BERKSHIRE HATHAWAY INC DEL

New

Shares1.4K

Event2026-06-30

Filed2026-07-08

BWXT Put

BWX TECHNOLOGIES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO Put

JPMORGAN CHASE & CO

New

Shares700

Event2026-06-30

Filed2026-07-08