Sponsored

The Analysis of CULLEN/FROST BANKERS, INC.'s Holdings & P&L

Currently, CULLEN/FROST BANKERS, INC. holds 1418 types of securities in its portfolio with a total value $10.1B. In the most recent quarter, they have increased their positions in VUG (+3.5M shares, valued at $303.6M), IWF (+961.4K shares, valued at $119.4M), VO (+1.2M shares, valued at $98.0M); decreased their positions in AMZN (-60.6K shares, valued at $14.4M), IWP (-85.8K shares, valued at $12.6M), BSX (-258.5K shares, valued at $11.0M); initiated new positions in N/A (+53.7K shares, valued at $12.0M), N/A (+53.7K shares, valued at $11.9M), WST (+22.6K shares, valued at $8.1M).

1M P&L

-66.0M-0.78%

3M P&L

-432.8M-4.93%

HY P&L

-1.7B-16.89%

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/A3.2B

38.3%

2Semiconductors547.8M

6.5%

3Consumer Electronics545.5M

6.4%

Top Industries by Stock Count

1N/A412 stocks

31.7%

2Banks - Regional54 stocks

4.2%

3Software - Application31 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM1.9M shares-0.37%2026-06-302026-07-27

PVAL PUTNAM ETF TRUST FOCUSED LAR CAP8.6M shares11.47%2026-06-302026-07-27

VUG VANGUARD INDEX FDS GROWTH ETF4.2M shares537.01%2026-06-302026-07-27

MSFT MICROSOFT CORP COM901.9K shares-1.04%2026-06-302026-07-27

NVDA NVIDIA CORPORATION COM1.6M shares-0.54%2026-06-302026-07-27

EMXC ISHARES INC MSCI EMRG CHN3.1M shares21.14%2026-06-302026-07-27

GOOGL ALPHABET INC CAP STK CL A660.8K shares1.06%2026-06-302026-07-27

AMZN AMAZON COM INC COM890.3K shares-6.37%2026-06-302026-07-27

Sponsored

EFA ISHARES TR MSCI EAFE ETF2.0M shares1.33%2026-06-302026-07-27

BROADCOM INC COM BROADCOM INC COM548.4K shares2.55%2026-06-302026-07-27

GLW CORNING INC COM770.1K shares-0.31%2026-06-302026-07-27

VB VANGUARD INDEX FDS SMALL CP ETF601.0K shares1.84%2026-06-302026-07-27

GOOG ALPHABET INC CAP STK CL C500.4K shares-0.25%2026-06-302026-07-27

IWP ISHARES TR RUS MD CP GR ETF1.2M shares-6.73%2026-06-302026-07-27

IWF ISHARES TR RUS 1000 GRW ETF1.3M shares293.68%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T TR UNIT STATE STR SPDR S&P 500 ETF T TR UNIT188.7K shares4.42%2026-06-302026-07-27

Sponsored

VO VANGUARD INDEX FDS MID CAP ETF1.7M shares275.11%2026-06-302026-07-27

LLY ELI LILLY & CO COM101.2K shares-2.59%2026-06-302026-07-27

IWLG NEW YORK LIFE INVTS ACTIVE E WINSLOW LAR CAP2.1M shares-1.90%2026-06-302026-07-27

VISA INC COM CL A VISA INC COM CL A344.1K shares-1.33%2026-06-302026-07-27

META PLATFORMS INC CL A META PLATFORMS INC CL A205.3K shares-1.06%2026-06-302026-07-27

IJJ ISHARES TR S&P MC 400VL ETF768.4K shares-6.90%2026-06-302026-07-27

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM343.5K shares0.62%2026-06-302026-07-27

IWD ISHARES TR RUS 1000 VAL ETF442.7K shares1.74%2026-06-302026-07-27

Sponsored

KLAC KLA CORP COM NEW337.4K shares965.43%2026-06-302026-07-27

ABBVIE INC COM ABBVIE INC COM341.9K shares-4.60%2026-06-302026-07-27

CISCO SYS INC COM CISCO SYS INC COM709.8K shares3.62%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM87.3K shares-1.28%2026-06-302026-07-27

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A155.4K shares-1.98%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON COM308.3K shares-0.26%2026-06-302026-07-27

EXXON MOBIL CORP COM EXXON MOBIL CORP COM516.9K shares2.81%2026-06-302026-07-27

CVX CHEVRON CORPORATION COM413.8K shares0.35%2026-06-302026-07-27

Sponsored

ETN EATON CORP PLC SHS156.5K shares0.19%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US747.2K shares3.50%2026-06-302026-07-27

HD HOME DEPOT INC COM176.3K shares-1.85%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW123.7K shares-4.50%2026-06-302026-07-27

CGDV CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT1.2M shares730.99%2026-06-302026-07-27

ISHARES TR CORE US AGGBD ET ISHARES TR CORE US AGGBD ET588.9K shares5.38%2026-06-302026-07-27

WMT WALMART INC COM511.1K shares-1.53%2026-06-302026-07-27

BAC BANK OF AMER CORP COM1.0M shares-2.10%2026-06-302026-07-27

Sponsored

AMD ADVANCED MICRO DEVICES INC COM93.7K shares4.41%2026-06-302026-07-27

TXN TEXAS INSTRS INC COM173.0K shares18.36%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF833.3K shares14.78%2026-06-302026-07-27

KO COCA COLA CO COM607.1K shares-0.50%2026-06-302026-07-27

LRCX LAM RESEARCH CORP COM NEW113.1K shares-4.55%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC COM269.3K shares-0.34%2026-06-302026-07-27

CMI CUMMINS INC COM65.8K shares-0.96%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO COM137.0K shares0.74%2026-06-302026-07-27

Sponsored

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM111.0K shares34.46%2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ1.4M shares-10.44%2026-06-302026-07-27

ORACLE CORP COM ORACLE CORP COM303.4K shares-0.97%2026-06-302026-07-27

ETR ENTERGY CORP NEW COM380.3K shares-0.25%2026-06-302026-07-27

VLO VALERO ENERGY CORP COM163.2K shares-1.39%2026-06-302026-07-27

APPLIED MATLS INC COM APPLIED MATLS INC COM58.7K shares2.59%2026-06-302026-07-27

GE GE AEROSPACE COM NEW113.5K shares2.89%2026-06-302026-07-27

MRK MERCK & CO INC COM309.6K shares2.89%2026-06-302026-07-27

Sponsored

PG PROCTER & GAMBLE CO COM270.8K shares0.07%2026-06-302026-07-27

GEV GE VERNOVA INC COM32.7K shares-0.58%2026-06-302026-07-27

AEP AMERICAN ELEC PWR CO INC COM273.6K shares3.03%2026-06-302026-07-27

C CITIGROUP INC COM NEW257.7K shares3.23%2026-06-302026-07-27

ISRG INTUITIVE SURGICAL INC COM NEW88.2K shares1.64%2026-06-302026-07-27

VOO VANGUARD INDEX FDS S&P 500 ETF SHS50.9K shares-1.14%2026-06-302026-07-27

TSLA TESLA INC COM82.1K shares8.60%2026-06-302026-07-27

ORLY OREILLY AUTOMOTIVE INC COM358.1K shares-2.19%2026-06-302026-07-27

Sponsored

BSV VANGUARD BD INDEX FDS SHORT TRM BOND412.4K shares-0.01%2026-06-302026-07-27

UNP UNION PAC CORP COM114.8K shares2.86%2026-06-302026-07-27

GLTR ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET170.0K shares-4.89%2026-06-302026-07-27

BKNG BOOKING HOLDINGS INC COM171.8K shares2346.97%2026-06-302026-07-27

NETFLIX INC. COM NETFLIX INC. COM413.3K shares-1.63%2026-06-302026-07-27

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM88.9K shares0.78%2026-06-302026-07-27

SERVICENOW INC COM SERVICENOW INC COM290.6K shares-0.76%2026-06-302026-07-27

ADI ANALOG DEVICES INC COM71.1K shares6.11%2026-06-302026-07-27

Sponsored

MCO MOODYS CORP COM61.7K shares-0.70%2026-06-302026-07-27

ANET ARISTA NETWORKS INC COM SHS163.8K shares-1.53%2026-06-302026-07-27

LOW LOWES COS INC COM124.4K shares-0.38%2026-06-302026-07-27

BA BOEING CO COM126.7K shares14.15%2026-06-302026-07-27

DIS DISNEY WALT CO COM283.7K shares5.06%2026-06-302026-07-27

MCD MCDONALDS CORP COM100.5K shares2.60%2026-06-302026-07-27

RTX CORPORATION COM RTX CORPORATION COM141.7K shares6.85%2026-06-302026-07-27

AJG GALLAGHER ARTHUR J & CO COM114.2K shares3.43%2026-06-302026-07-27

Sponsored

PANW PALO ALTO NETWORKS INC COM76.6K shares3.85%2026-06-302026-07-27

IVW ISHARES TR S&P 500 GRWT ETF189.8K shares-0.04%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS COM91.3K shares3.94%2026-06-302026-07-27

SHW SHERWIN WILLIAMS CO COM73.7K shares-4.24%2026-06-302026-07-27

EVRG EVERGY INC COM292.9K shares2.73%2026-06-302026-07-27

AMGN AMGEN INC COM69.5K shares-3.69%2026-06-302026-07-27

CHUBB LIMITED COM CHUBB LIMITED COM72.0K shares-7.96%2026-06-302026-07-27

VV VANGUARD INDEX FDS LARGE CAP ETF70.9K shares4.37%2026-06-302026-07-27

Sponsored

VZ VERIZON COMMUNICATIONS INC COM570.0K shares5.05%2026-06-302026-07-27

SYK STRYKER CORPORATION COM73.6K shares7.49%2026-06-302026-07-27

DHR DANAHER CORP DEL COM119.6K shares-6.43%2026-06-302026-07-27

PSA PUBLIC STORAGE COM71.4K shares5.34%2026-06-302026-07-27

TJX TJX COS INC NEW COM148.9K shares0.06%2026-06-302026-07-27

EEM ISHARES TR MSCI EMG MKT ETF323.7K shares14.99%2026-06-302026-07-27

COP CONOCOPHILLIPS COM210.1K shares-3.68%2026-06-302026-07-27

MEDTRONIC PLC SHS MEDTRONIC PLC SHS267.3K shares1.00%2026-06-302026-07-27

Sponsored

TMO THERMO FISHER SCIENTIFIC INC COM41.7K shares-1.14%2026-06-302026-07-27

IVE ISHARES TR S&P 500 VAL ETF91.3K shares0.00%2026-06-302026-07-27

CARR CARRIER GLOBAL CORPORATION COM282.0K shares4.72%2026-06-302026-07-27

ADP AUTOMATIC DATA PROCESSING IN COM90.7K shares2.22%2026-06-302026-07-27

PLD PROLOGIS INC. COM149.2K shares12.19%2026-06-302026-07-27

RIO RIO TINTO PLC SPONSORED ADR208.6K shares6.55%2026-06-302026-07-27

ASML ASML HLDG NV N Y REGISTRY SHS9.9K shares5.98%2026-06-302026-07-27

DATADOG INC CL A COM DATADOG INC CL A COM75.0K shares0.19%2026-06-302026-07-27

Sponsored

MPWR MONOLITHIC PWR SYS INC COM14.1K shares2.51%2026-06-302026-07-27

IJK ISHARES TR S&P MC 400GR ETF164.4K shares-0.38%2026-06-302026-07-27

MAR MARRIOTT INTL INC NEW CL A52.0K shares2.12%2026-06-302026-07-27

SPOTIFY TECHNOLOGY S A SHS SPOTIFY TECHNOLOGY S A SHS41.0K shares-1.48%2026-06-302026-07-27

SNOWFLAKE INC COM SHS SNOWFLAKE INC COM SHS73.3K shares-0.54%2026-06-302026-07-27

MO ALTRIA GROUP INC COM256.2K shares3.84%2026-06-302026-07-27

SBUX STARBUCKS CORP COM179.0K shares5.49%2026-06-302026-07-27

CINF CINCINNATI FINL CORP COM97.8K shares-1.47%2026-06-302026-07-27

Sponsored

QCOM QUALCOMM INC COM97.7K shares3.29%2026-06-302026-07-27

BRK.A BERKSHIRE HATHAWAY INC DEL CL A24 shares0.00%2026-06-302026-07-27

CME CME GROUP INC COM81.4K shares5.35%2026-06-302026-07-27

LIN LINDE PLC SHS34.2K shares1.80%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT83.1K shares1.60%2026-06-302026-07-27

DVY ISHARES TR SELECT DIVID ETF111.8K shares2.01%2026-06-302026-07-27

BX BLACKSTONE INC COM147.6K shares3.52%2026-06-302026-07-27

H HYATT HOTELS CORP COM CL A89.1K shares3.97%2026-06-302026-07-27

Sponsored

AON AON PLC SHS CL A50.9K shares0.22%2026-06-302026-07-27

VBR VANGUARD INDEX FDS SM CP VAL ETF67.8K shares-2.20%2026-06-302026-07-27

FAST FASTENAL CO COM342.3K shares3.57%2026-06-302026-07-27

NVO NOVO-NORDISK A S ADR341.9K shares7.16%2026-06-302026-07-27

VBK VANGUARD INDEX FDS SML CP GRW ETF44.7K shares0.49%2026-06-302026-07-27

FANG DIAMONDBACK ENERGY INC COM91.4K shares4.04%2026-06-302026-07-27

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD84.7K shares6.26%2026-06-302026-07-27

JBHT HUNT J B TRANS SVCS INC COM54.2K shares1.64%2026-06-302026-07-27

Sponsored

HYG ISHARES TR IBOXX HI YD ETF196.1K shares6.82%2026-06-302026-07-27

GD GENERAL DYNAMICS CORP COM43.8K shares27.37%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC COM15.3K shares44.47%2026-06-302026-07-27

ICE INTERCONTINENTAL EXCHANGE IN COM125.5K shares-8.97%2026-06-302026-07-27

Q QNITY ELECTRONICS INC COMMON STOCK93.4K shares-2.54%2026-06-302026-07-27

ABT ABBOTT LABORATORIES COM167.5K shares1.44%2026-06-302026-07-27

LHX L3HARRIS TECHNOLOGIES INC COM51.9K shares-12.09%2026-06-302026-07-27

TT TRANE TECHNOLOGIES PLC SHS30.4K shares2.00%2026-06-302026-07-27

Sponsored

QSR RESTAURANT BRANDS INTL INC COM204.6K shares3.31%2026-06-302026-07-27

KRE SPDR SERIES TRUST ST STR SP REGBNK197.8K shares3.85%2026-06-302026-07-27

HCA HCA HEALTHCARE INC COM37.9K shares-0.61%2026-06-302026-07-27

CMG CHIPOTLE MEXICAN GRILL INC COM434.1K shares-6.03%2026-06-302026-07-27

REG REGENCY CTRS CORP COM184.8K shares2.67%2026-06-302026-07-27

T AT&T INC COM696.4K shares14.40%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC COM48.3K shares-1.04%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC COM12.4K shares592.09%2026-06-302026-07-27

Sponsored

ROYAL CARIBBEAN GROUP COM ROYAL CARIBBEAN GROUP COM44.2K shares1.66%2026-06-302026-07-27

UBER UBER TECHNOLOGIES INC COM187.2K shares-8.07%2026-06-302026-07-27

J JACOBS SOLUTIONS INC COM106.8K shares-1.29%2026-06-302026-07-27

MNST MONSTER BEVERAGE CORP NEW COM136.4K shares-3.78%2026-06-302026-07-27

TMUS T-MOBILE US INC COM77.7K shares8.91%2026-06-302026-07-27

IJH ISHARES TR CORE S&P MCP ETF164.0K shares-6.67%2026-06-302026-07-27

PWV INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE161.7K shares-1.16%2026-06-302026-07-27

OMC OMNICOM GROUP INC COM166.2K shares0.98%2026-06-302026-07-27

Sponsored

HONEYWELL INTL INC COM ADDED HONEYWELL INTL INC COM ADDED53.7K sharesnew addition2026-06-302026-07-27

AZO AUTOZONE INC COM3.8K shares6.04%2026-06-302026-07-27

NEM NEWMONT CORP COM127.7K shares-1.50%2026-06-302026-07-27

KKR KKR & CO INC COM129.9K shares-10.77%2026-06-302026-07-27

HONEYWELL AEROSPACE INC COM ADDED HONEYWELL AEROSPACE INC COM ADDED53.7K sharesnew addition2026-06-302026-07-27

NUE NUCOR CORP COM53.0K shares4.68%2026-06-302026-07-27

PEP PEPSICO INC COM87.0K shares-1.48%2026-06-302026-07-27

COF CAPITAL ONE FINL CORP COM57.6K shares10.56%2026-06-302026-07-27

Sponsored

CENTERPOINT ENERGY INC COM CENTERPOINT ENERGY INC COM262.1K shares5.70%2026-06-302026-07-27

QQQ INVESCO QQQ TR UNIT SER 115.6K shares0.00%2026-06-302026-07-27

CGGE CAPITAL GROUP GLOBAL EQUITY SHS323.7K shares-1.65%2026-06-302026-07-27

SCZ ISHARES TR EAFE SML CP ETF136.7K shares0.92%2026-06-302026-07-27

TDG TRANSDIGM GROUP INC COM8.4K shares3.78%2026-06-302026-07-27

VTEB VANGUARD MUN BD FDS TAX EXEMPT BD219.4K shares-0.69%2026-06-302026-07-27

BROS DUTCH BROS INC CL A154.0K shares5.73%2026-06-302026-07-27

CRM SALESFORCE INC COM70.5K shares0.13%2026-06-302026-07-27

Sponsored

GPC GENUINE PARTS CO COM93.0K shares2.72%2026-06-302026-07-27

BALL BALL CORP COM174.1K shares4.29%2026-06-302026-07-27

AMT AMERICAN TOWER CORP COM65.8K shares-0.99%2026-06-302026-07-27

CGBL CAPITAL GROUP CORE BALANCED SHS282.6K shares8.78%2026-06-302026-07-27

ELV ELEVANCE HEALTH INC FORMERLY COM27.4K shares46.78%2026-06-302026-07-27

INTC INTEL CORP COM75.9K shares2.28%2026-06-302026-07-27

ISHARES TR CORE MSCI EAFE ISHARES TR CORE MSCI EAFE107.7K shares1.48%2026-06-302026-07-27

KVUE KENVUE INC COM541.0K shares8.69%2026-06-302026-07-27

Sponsored

WPC WP CAREY INC COM143.1K shares3.97%2026-06-302026-07-27

EQT EQT CORP COM192.2K shares1.94%2026-06-302026-07-27

CMCSA COMCAST CORP NEW CL A414.8K shares5.95%2026-06-302026-07-27

CGDG CAPITAL GROUP DIVIDEND GROWE SHS ETF262.7K shares7.42%2026-06-302026-07-27

CAT CATERPILLAR INC COM9.1K shares3.64%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR ST STR TECHN ETF50.3K shares6.98%2026-06-302026-07-27

LUMENTUM HLDGS INC COM LUMENTUM HLDGS INC COM11.1K shares3600.33%2026-06-302026-07-27

VRTX VERTEX PHARMACEUTICALS INC COM18.3K shares10.40%2026-06-302026-07-27

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS18.3K shares249.32%2026-06-302026-07-27

IWM ISHARES TR RUSSELL 2000 ETF28.6K shares-0.24%2026-06-302026-07-27

ISHARES TR CORE S&P500 ETF ISHARES TR CORE S&P500 ETF11.4K shares126.40%2026-06-302026-07-27

VT VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF54.3K shares1.11%2026-06-302026-07-27

NDAQ NASDAQ INC COM107.1K shares-0.43%2026-06-302026-07-27

MDLN MEDLINE INC COM CL A207.5K shares10.02%2026-06-302026-07-27

WST WEST PHARMACEUTICAL SVSC INC COM22.6K sharesnew addition2026-06-302026-07-27

WCMI FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY410.6K shares25.95%2026-06-302026-07-27

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET SHS CREAT UNIT180.2K shares-6.06%2026-06-302026-07-27

SNPS SYNOPSYS INC COM17.6K shares-0.06%2026-06-302026-07-27

DG DOLLAR GEN CORP COM67.4K shares5.71%2026-06-302026-07-27

CGGO CAPITAL GROUP GBL GROWTH EQT SHS CREAT UNIT171.2K shares1.72%2026-06-302026-07-27

GLD SPDR GOLD TR GOLD SHS19.6K shares0.55%2026-06-302026-07-27

ICF ISHARES TR SELECT US REIT106.2K shares-6.09%2026-06-302026-07-27

CP CANADIAN PACIFIC KANSAS CITY COM80.8K shares-5.47%2026-06-302026-07-27

S&P GLOBAL INC COM S&P GLOBAL INC COM16.7K shares-1.47%2026-06-302026-07-27

Sponsored

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A58.0K shares8.30%2026-06-302026-07-27

SPACE EXPLORATION TECHN CORP CLASS A COM STK ADD SPACE EXPLORATION TECHN CORP CLASS A COM STK ADD39.1K sharesnew addition2026-06-302026-07-27

DE DEERE & CO COM10.5K shares814.55%2026-06-302026-07-27

VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VANGUARD SCOTTSDALE FDS VNG RUS2000IDX54.5K shares17052.83%2026-06-302026-07-27

VANGUARD INDEX FDS TOTAL STK MKT VANGUARD INDEX FDS TOTAL STK MKT17.4K shares-22.01%2026-06-302026-07-27

CGMS CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR232.9K shares11.98%2026-06-302026-07-27

EMR EMERSON ELEC CO COM43.6K shares1.30%2026-06-302026-07-27

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A48.8K shares6.62%2026-06-302026-07-27

Sponsored

CGGR CAPITAL GROUP GROWTH ETF SHS CREAT UNIT128.1K shares1.06%2026-06-302026-07-27

BLK BLACKROCK INC COM6.2K shares0.83%2026-06-302026-07-27

INFL LISTED FDS TR HORI KI INFL ETF117.1K shares0.00%2026-06-302026-07-27

INSM INSMED INC COM PAR $.0154.7K shares-1.51%2026-06-302026-07-27

TFI SPDR SERIES TRUST ST STR NUVEE ETF124.7K shares10.24%2026-06-302026-07-27

CLX CLOROX CO DEL COM59.8K shares7.40%2026-06-302026-07-27

IWR ISHARES TR RUS MID CAP ETF51.5K shares-0.20%2026-06-302026-07-27

IXC ISHARES TR GLOBAL ENERG ETF112.5K shares0.00%2026-06-302026-07-27

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IEMG ISHARES INC CORE MSCI EMKT66.4K shares141.93%2026-06-302026-07-27

RDDT REDDIT INC CL A31.4K shares-1.46%2026-06-302026-07-27

CGMU CAPITAL GRP FIXED INCM ETF T MUN INM ETF193.8K shares17.82%2026-06-302026-07-27

IJR ISHARES TR CORE S&P SCP ETF35.5K shares4.36%2026-06-302026-07-27

SHM SPDR SERIES TRUST ST NUVE TERM ETF109.4K shares4.21%2026-06-302026-07-27

CGHM CAPITAL GRP FIXED INCM ETF T MUN HIGH ETF199.1K shares20.96%2026-06-302026-07-27

PFE PFIZER INC COM209.6K shares3.09%2026-06-302026-07-27

WFC WELLS FARGO & CO COM60.3K shares-0.12%2026-06-302026-07-27

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XLF SELECT SECTOR SPDR TR ST STR FINL ETF92.9K shares-3.87%2026-06-302026-07-27

CGCB CAPITAL GRP FIXED INCM ETF T CORE BOND ETF184.1K shares12.01%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP COM9.2K shares-4.05%2026-06-302026-07-27

NKE NIKE INC CL B114.0K shares10.61%2026-06-302026-07-27

CGMM CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF133.8K shares10.14%2026-06-302026-07-27

TLT ISHARES TR 20 YR TR BD ETF49.5K shares-26.34%2026-06-302026-07-27

CGNG CAPITAL GROUP NEW GEOGRAPHY SHS114.0K shares63.42%2026-06-302026-07-27

CFR CULLEN FROST BANKERS INC COM27.3K shares-10.93%2026-06-302026-07-27

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NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM45.5K shares-1.08%2026-06-302026-07-27

CGCP CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM178.0K shares4.64%2026-06-302026-07-27

GUNR FLEXSHARES TR MORNSTAR UPSTR79.5K shares-7.86%2026-06-302026-07-27

MS MORGAN STANLEY COM NEW18.5K shares-0.03%2026-06-302026-07-27

IEF ISHARES TR 7-10 YR TRSY BD38.5K shares58.39%2026-06-302026-07-27

STT STATE STR CORP COM21.1K shares-0.26%2026-06-302026-07-27

TOL TOLL BROTHERS INC COM21.2K shares0.00%2026-06-302026-07-27

NSC NORFOLK SOUTHN CORP COM11.1K shares-1.94%2026-06-302026-07-27

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VXUS VANGUARD STAR FDS VG TL INTL STK F40.6K shares27.60%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS HIGH DIV YLD21.9K shares1.37%2026-06-302026-07-27

BSX BOSTON SCIENTIFIC CORP COM81.2K shares-76.09%2026-06-302026-07-27

FTNT FORTINET INC COM22.3K shares3.72%2026-06-302026-07-27

ALNYLAM PHARMACEUTICALS INC COM ALNYLAM PHARMACEUTICALS INC COM11.0K shares-0.20%2026-06-302026-07-27

CL COLGATE PALMOLIVE CO COM35.5K shares-0.41%2026-06-302026-07-27

PSX PHILLIPS 66 COM19.2K shares2.31%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO COM56.1K shares-69.39%2026-06-302026-07-27

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GWX SPDR INDEX SHS FDS ST INTL CAP ETF73.2K shares-2.13%2026-06-302026-07-27

TSCO TRACTOR SUPPLY CO COM98.4K shares0.06%2026-06-302026-07-27

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR58.7K shares-11.75%2026-06-302026-07-27

3M CO COM 3M CO COM19.0K shares-3.12%2026-06-302026-07-27

ITW ILLINOIS TOOL WKS INC COM11.2K shares-1.86%2026-06-302026-07-27

JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM53.4K shares-5.00%2026-06-302026-07-27

RNR RENAISSANCERE HLDGS LTD COM9.3K shares0.03%2026-06-302026-07-27

CAH CARDINAL HEALTH INC COM12.4K shares1.89%2026-06-302026-07-27

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SHEL SHELL PLC SPON ADS37.9K shares0.45%2026-06-302026-07-27

MDLZ MONDELEZ INTL INC CL A49.7K shares-1.70%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT40.1K shares3.74%2026-06-302026-07-27

KMB KIMBERLY-CLARK CORP COM25.4K shares-4.80%2026-06-302026-07-27

MSDL MORGAN STANLEY DIRECT LENDIN COM SHS184.1K shares0.00%2026-06-302026-07-27

DLR DIGITAL RLTY TR INC COM15.4K shares-2.10%2026-06-302026-07-27

ROK ROCKWELL AUTOMATION INC COM5.3K shares-0.66%2026-06-302026-07-27

USB US BANCORP COM NEW43.0K shares0.60%2026-06-302026-07-27

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BWA BORGWARNER INC COM39.1K shares-0.42%2026-06-302026-07-27

XLE SELECT SECTOR SPDR TR ST STR ENERG ETF47.7K shares-0.26%2026-06-302026-07-27

AWK AMERICAN WTR WKS CO INC NEW COM18.4K shares-7.32%2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR ST STR CARE ETF15.2K shares-17.76%2026-06-302026-07-27

MCK MCKESSON CORP COM3.1K shares6.44%2026-06-302026-07-27

PB PROSPERITY BANCSHARES INC COM31.7K shares0.00%2026-06-302026-07-27

MPC MARATHON PETE CORP COM9.0K shares-8.09%2026-06-302026-07-27

SHY ISHARES TR 1 3 YR TREAS BD26.6K shares-14.79%2026-06-302026-07-27

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XLI SELECT SECTOR SPDR TR ST STR INDL ETF11.7K shares2.52%2026-06-302026-07-27

INTU INTUIT COM8.3K shares-65.72%2026-06-302026-07-27

XLB SELECT SECTOR SPDR TR ST STR MATER ETF41.0K shares3.45%2026-06-302026-07-27

BR BROADRIDGE FINL SOLUTIONS IN COM15.2K shares-6.57%2026-06-302026-07-27

JSTC TIDAL TRUST I ADASINA SOCIAL90.9K shares83.32%2026-06-302026-07-27

DUPONT DE NEMOURS INC COMMON STOCK ADDED DUPONT DE NEMOURS INC COMMON STOCK ADDED15.1K sharesnew addition2026-06-302026-07-27

XLC SELECT SECTOR SPDR TR ST STR SVC ETF18.4K shares-5.55%2026-06-302026-07-27

IDEXX LABS INC COM IDEXX LABS INC COM3.7K shares-2.10%2026-06-302026-07-27

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APD AIR PRODUCTS AND CHEMICALS I COM6.6K shares-10.14%2026-06-302026-07-27

IWO ISHARES TR RUS 2000 GRW ETF4.9K shares-69.93%2026-06-302026-07-27

PBP INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT83.4K shares-30.24%2026-06-302026-07-27

DGRO ISHARES TR CORE DIV GRWTH25.1K shares-7.13%2026-06-302026-07-27

ROST ROSS STORES INC COM8.8K shares0.51%2026-06-302026-07-27

EXPE EXPEDIA GROUP INC COM NEW7.3K shares-0.80%2026-06-302026-07-27

BK BANK OF NY MELLON CORP COM12.6K shares-6.75%2026-06-302026-07-27

JNK SPDR SERIES TRUST ST BLOO HIGH ETF18.6K shares-4.85%2026-06-302026-07-27

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IWS ISHARES TR RUS MDCP VAL ETF10.7K shares-9.14%2026-06-302026-07-27

CVS CVS HEALTH CORP COM17.0K shares3.46%2026-06-302026-07-27

FDVV FIDELITY COVINGTON TRUST HIGH DIVID ETF29.1K shares0.55%2026-06-302026-07-27

BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF36.0K shares6.29%2026-06-302026-07-27

PGR PROGRESSIVE CORP COM8.0K shares-10.35%2026-06-302026-07-27

FFIV F5 INC COM4.2K shares0.00%2026-06-302026-07-27

DHI D R HORTON INC COM10.6K shares1.15%2026-06-302026-07-27

CTAS CINTAS CORP COM9.9K shares18.88%2026-06-302026-07-27

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ARCH CAP GROUP LTD ORD ARCH CAP GROUP LTD ORD17.1K shares0.04%2026-06-302026-07-27

XLY SELECT SECTOR SPDR TR ST STR DISCR ETF14.0K shares4.05%2026-06-302026-07-27

TRMB TRIMBLE INC COM30.9K shares-0.23%2026-06-302026-07-27

DUK DUKE ENERGY CORP NEW COM NEW12.4K shares-2.02%2026-06-302026-07-27

ZOETIS INC CL A ZOETIS INC CL A21.8K shares-20.86%2026-06-302026-07-27

UBS UBS GROUP AG SHS31.0K shares-1.52%2026-06-302026-07-27

COR CENCORA INC COM5.4K shares-4.00%2026-06-302026-07-27

SPHQ INVESCO EXCHANGE TRADED FD T S&P500 QUALITY16.8K shares-15.18%2026-06-302026-07-27

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IBB ISHARES TR ISHARES BIOTECH7.9K shares5.96%2026-06-302026-07-27

AMERIPRISE FINL INC COM AMERIPRISE FINL INC COM3.2K shares-16.34%2026-06-302026-07-27

NVS NOVARTIS AG SPONSORED ADR9.5K shares-0.04%2026-06-302026-07-27

UPS UNITED PARCEL SVCS INC CL B13.8K shares-28.59%2026-06-302026-07-27

CGIC CAPITAL GROUP INTERNATIONAL SHS40.6K shares2081.57%2026-06-302026-07-27

ADOBE INC COM ADOBE INC COM7.2K shares-18.54%2026-06-302026-07-27

VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD18.5K shares9.97%2026-06-302026-07-27

ALL ALLSTATE CORP COM6.0K shares1.89%2026-06-302026-07-27

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PEG PUBLIC SVC ENTERPRISE GROUP COM17.6K shares-0.01%2026-06-302026-07-27

CGCV CAPITAL GROUP CONSERVATIVE E SHS42.9K shares24.22%2026-06-302026-07-27

PNC PNC FINL SVCS GROUP INC COM5.7K shares1.34%2026-06-302026-07-27

VTV VANGUARD INDEX FDS VALUE ETF6.3K shares57.39%2026-06-302026-07-27

SCHW SCHWAB CHARLES CORP COM14.8K shares11.54%2026-06-302026-07-27

FDX FEDEX CORP COM4.4K shares0.39%2026-06-302026-07-27

ECL ECOLAB INC COM4.9K shares-3.78%2026-06-302026-07-27

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM6.0K shares-0.46%2026-06-302026-07-27

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IYY ISHARES TR DOW JONES US ETF7.4K shares0.19%2026-06-302026-07-27

FLMI FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN53.1K shares27.65%2026-06-302026-07-27

SELECT SECTOR SPDR TR ST STR UTIL ETF SELECT SECTOR SPDR TR ST STR UTIL ETF29.3K shares8.84%2026-06-302026-07-27

FDL FIRST TR EXCHANGE-TRADED FD SHS27.1K shares0.91%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR US LCAP GR ETF37.5K shares1.54%2026-06-302026-07-27

FCOR FIDELITY MERRIMACK STR TR CORP BOND ETF26.7K shares18.16%2026-06-302026-07-27

B BARRICK MNG CORP COM SHS34.3K shares9.89%2026-06-302026-07-27

IAGG ISHARES TR CORE INTL AGGR24.6K shares6.77%2026-06-302026-07-27

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FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF27.2K shares22.82%2026-06-302026-07-27

GILD GILEAD SCIENCES INC COM9.7K shares-0.57%2026-06-302026-07-27

IEUR ISHARES TR CORE MSCI EURO15.7K shares95.19%2026-06-302026-07-27

EME EMCOR GROUP INC COM1.4K shares5.55%2026-06-302026-07-27

OTIS OTIS WORLDWIDE CORP COM16.0K shares355.77%2026-06-302026-07-27

HIG HARTFORD INSURANCE GROUP INC COM8.7K shares-3.25%2026-06-302026-07-27

MDYV SPDR SERIES TRUST ST STR SP400VAL12.0K shares0.00%2026-06-302026-07-27

IWN ISHARES TR RUS 2000 VAL ETF5.1K shares0.00%2026-06-302026-07-27

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EL LAUDER ESTEE COS INC CL A14.3K shares-4.12%2026-06-302026-07-27

BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR13.6K shares0.04%2026-06-302026-07-27

WORLD GOLD TR SPDR GLD MINIS WORLD GOLD TR SPDR GLD MINIS14.0K shares9.57%2026-06-302026-07-27

FFIN FIRST FINL BANKSHARES INC COM32.1K shares497.80%2026-06-302026-07-27

IFF INTERNATIONAL FLAVORS&FRAGRA COM13.9K shares2.72%2026-06-302026-07-27

DFAU DIMENSIONAL ETF TRUST US CORE EQT MKT21.0K shares0.00%2026-06-302026-07-27

CI THE CIGNA GROUP COM3.9K shares5.31%2026-06-302026-07-27

MUNI PIMCO ETF TR INTER MUN BD ACT20.4K shares449.00%2026-06-302026-07-27

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BSM BLACK STONE MINERALS L P COM UNIT76.5K shares-38.14%2026-06-302026-07-27

TIDAL TRUST II CARBON CLCTV CLM TIDAL TRUST II CARBON CLCTV CLM37.5K shares64.60%2026-06-302026-07-27

AVEM AMERICAN CENTY ETF TR AVANTIS EMGMKT10.6K shares14.63%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF4.3K shares5.33%2026-06-302026-07-27

SSNC SS&C TECH HLDGS COM16.3K shares0.14%2026-06-302026-07-27

HAS HASBRO INC COM12.3K shares0.04%2026-06-302026-07-27

FDMO FIDELITY COVINGTON TRUST MOMENTUM FACTR10.3K shares-0.87%2026-06-302026-07-27

CBOE CBOE GLOBAL MKTS INC COM4.1K shares-0.56%2026-06-302026-07-27

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CGSM CAPITAL GRP FIXED INCM ETF T SHOR DUR MUN ETF37.5K shares22.84%2026-06-302026-07-27

VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF11.1K shares0.00%2026-06-302026-07-27

EPD ENTERPRISE PRODS PARTNERS L COM26.7K shares6.09%2026-06-302026-07-27

RNRG GLOBAL X FDS RENE EN PROD ETF27.0K shares52.02%2026-06-302026-07-27

FPE FIRST TR EXCH TRADED FD III PFD SECS INC ETF53.0K shares-19.74%2026-06-302026-07-27

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MMC MARSH & MCLENNAN COS INC COM5.4K shares6.53%2026-06-302026-07-27

IEI ISHARES TR 3 7 YR TREAS BD7.7K shares390.50%2026-06-302026-07-27

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KR KROGER CO COM16.2K shares-1.93%2026-06-302026-07-27

BBY BEST BUY INC COM11.8K shares-1.26%2026-06-302026-07-27

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KMI KINDER MORGAN INC DEL COM27.6K shares-2.10%2026-06-302026-07-27

AMRZ AMRIZE LTD SHS16.5K shares0.00%2026-06-302026-07-27

OKE ONEOK INC NEW COM10.1K shares-2.19%2026-06-302026-07-27

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TFC TRUIST FINL CORP COM16.9K shares0.92%2026-06-302026-07-27

TIP ISHARES TR TIPS BD ETF7.7K shares-3.78%2026-06-302026-07-27

SOUTHERN CO COM SOUTHERN CO COM8.7K shares-0.96%2026-06-302026-07-27

AME AMETEK INC COM3.4K shares-25.74%2026-06-302026-07-27

FVAL FIDELITY COVINGTON TRUST VLU FACTOR ETF10.7K shares11.37%2026-06-302026-07-27

SPSM SPDR SERIES TRUST ST STR SP600 SML14.4K shares-0.80%2026-06-302026-07-27

JBL JABIL INC COM2.1K shares-3.61%2026-06-302026-07-27

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PPG PPG INDS INC COM6.8K shares-8.97%2026-06-302026-07-27

ROP ROPER TECHNOLOGIES INC COM2.4K shares-7.22%2026-06-302026-07-27

WTRG ESSENTIAL UTILS INC COM21.2K shares-14.15%2026-06-302026-07-27

JOHNSON CONTROLS INTERNATION SHS JOHNSON CONTROLS INTERNATION SHS5.5K shares0.22%2026-06-302026-07-27

O REALTY INCOME CORP COM12.8K shares17.96%2026-06-302026-07-27

IGIB ISHARES TR ISHS 5-10YR INVT14.9K shares5.55%2026-06-302026-07-27

CNH CNH INDL N V SHS70.0K shares-0.21%2026-06-302026-07-27

YUM YUM BRANDS INC COM4.9K shares-1.52%2026-06-302026-07-27

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RS RELIANCE INC COM2.1K shares0.10%2026-06-302026-07-27

MLM MARTIN MARIETTA MATLS INC COM1.3K shares-7.92%2026-06-302026-07-27

QUAL ISHARES TR MSCI USA QLT FCT3.5K shares0.91%2026-06-302026-07-27

SYY SYSCO CORP COM9.2K shares3.78%2026-06-302026-07-27

J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM12.5K shares36.53%2026-06-302026-07-27

FQAL FIDELITY COVINGTON TRUST QLTY FCTOR ETF9.3K shares14.02%2026-06-302026-07-27

SLB SLB LIMITED COM STK16.3K shares-77.11%2026-06-302026-07-27

GWW WW GRAINGER INC COM546 shares-2.85%2026-06-302026-07-27

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BAB INVESCO EXCH TRADED FD TR II TAXABLE MUN BD27.7K shares1.50%2026-06-302026-07-27

TGT TARGET CORP COM5.7K shares10.20%2026-06-302026-07-27

FESM FIDELITY COVINGTON TRUST ENHANCED SML CAP15.2K shares9.73%2026-06-302026-07-27

TWLO TWILIO INC CL A3.6K shares-4.18%2026-06-302026-07-27

PCAR PACCAR INC COM5.9K shares-5.07%2026-06-302026-07-27

GDV GABELLI DIVID & INCOME TR COM24.2K shares45.25%2026-06-302026-07-27

CGHY CAPITAL GRP FIXED INCM ETF T HIGH YIELD BOND27.9K sharesnew addition2026-06-302026-07-27

FDLO FIDELITY COVINGTON TRUST LOW VOLITY ETF10.3K shares0.28%2026-06-302026-07-27

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AFL AFLAC INC COM6.0K shares0.38%2026-06-302026-07-27

NTAP NETAPP INC COM4.5K shares-6.82%2026-06-302026-07-27

APH AMPHENOL CORP CL A3.9K shares2.99%2026-06-302026-07-27

FENY FIDELITY COVINGTON TRUST MSCI ENERGY IDX23.0K shares110.28%2026-06-302026-07-27

DOMINION ENERGY INC COM DOMINION ENERGY INC COM9.9K shares-2.52%2026-06-302026-07-27

ACWX ISHARES TR MSCI ACWI EX US8.9K shares0.00%2026-06-302026-07-27

FLCB FRANKLIN TEMPLETON ETF TR US CORE BOND ETF31.3K shares0.01%2026-06-302026-07-27

SONY SONY GROUP CORP SPONSORED ADR32.9K shares-11.04%2026-06-302026-07-27

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QUS SPDR SERIES TRUST ST STR MSCI USAQ3.5K shares0.00%2026-06-302026-07-27

AVY AVERY DENNISON CORP COM4.0K shares0.00%2026-06-302026-07-27

FDD FIRST TR EXCHANGE-TRADED FD COMMON SHS34.8K shares34.45%2026-06-302026-07-27

TPR TAPESTRY INC COM4.4K shares4.41%2026-06-302026-07-27

REGN REGENERON PHARMACEUTICALS COM1.0K shares-4.55%2026-06-302026-07-27

EBAY EBAY INC. COM5.7K shares-8.73%2026-06-302026-07-27

PKG PACKAGING CORP AMER COM2.6K shares0.04%2026-06-302026-07-27

MDY STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP888 shares0.00%2026-06-302026-07-27

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GOVT ISHARES TR US TREAS BD ETF27.4K shares49.64%2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR US BRD MKT ETF21.4K shares0.00%2026-06-302026-07-27

CGSD CAPITAL GRP FIXED INCM ETF T SHORT DURATION24.0K shares18.49%2026-06-302026-07-27

AEE AMEREN CORP COM5.3K shares0.28%2026-06-302026-07-27

IGLB ISHARES TR 10 YR INVST GRD11.9K shares52.44%2026-06-302026-07-27

DVA DAVITA INC COM2.6K shares0.00%2026-06-302026-07-27

SRLN SSGA ACTIVE ETF TR ST STR BL LN ETF14.5K shares-13.26%2026-06-302026-07-27

CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A14.9K shares-3.99%2026-06-302026-07-27

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PAVE GLOBAL X FDS US INFR DEV ETF9.8K shares0.00%2026-06-302026-07-27

ITOT ISHARES TR CORE S&P TTL STK3.5K shares0.00%2026-06-302026-07-27

QTEC FIRST TR EXCHANGE-TRADED FD SHS1.7K shares8.30%2026-06-302026-07-27

GEHC GE HEALTHCARE TECHNOLOGIES I COMMON STOCK8.8K shares0.50%2026-06-302026-07-27

BKLN INVESCO EXCH TRADED FD TR II SR LN ETF27.6K shares-30.00%2026-06-302026-07-27

CUBE CUBESMART COM13.9K shares-3.59%2026-06-302026-07-27

HSY HERSHEY CO COM3.2K shares-0.79%2026-06-302026-07-27

SLV ISHARES SILVER TR ISHARES10.3K shares0.39%2026-06-302026-07-27

Sponsored

CNI CANADIAN NATL RY CO COM4.5K shares0.00%2026-06-302026-07-27

VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS9.1K shares-17.07%2026-06-302026-07-27

FBCV FIDELITY COVINGTON TRUST BLUE CHIP VALUE13.2K shares-0.95%2026-06-302026-07-27

NUTANIX INC CL A NUTANIX INC CL A10.2K shares0.74%2026-06-302026-07-27

NOC NORTHROP GRUMMAN CORP COM1.0K shares1.09%2026-06-302026-07-27

WCN WASTE CONNECTIONS INC COM3.1K shares-1.33%2026-06-302026-07-27

WDAY WORKDAY INC CL A4.2K shares-10.64%2026-06-302026-07-27

DEXCOM INC COM DEXCOM INC COM7.6K shares0.87%2026-06-302026-07-27

Sponsored

WDC WESTERN DIGITAL CORP COM806 shares-15.42%2026-06-302026-07-27

FELG FIDELITY COVINGTON TRUST ENHANCED LARGE11.6K shares0.10%2026-06-302026-07-27

IGSB ISHARES TR ISHS 1-5YR INVS9.7K shares7.34%2026-06-302026-07-27

CSX CSX CORP COM10.6K shares9.44%2026-06-302026-07-27

ALC ALCON AG ORD SHS7.4K shares0.68%2026-06-302026-07-27

LII LENNOX INTL INC COM867 shares-0.57%2026-06-302026-07-27

RSG REPUBLIC SVCS INC COM2.3K shares-5.76%2026-06-302026-07-27

ARES CAPITAL CORP COM ARES CAPITAL CORP COM26.6K shares-2.38%2026-06-302026-07-27

Sponsored

MGC VANGUARD WORLD FD MEGA CAP INDEX1.8K shares0.00%2026-06-302026-07-27

TER TERADYNE INC COM1.0K shares-4.27%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF1.6K shares1.59%2026-06-302026-07-27

SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP7.2K shares-0.35%2026-06-302026-07-27

WY WEYERHAEUSER CO COM NEW19.9K shares0.00%2026-06-302026-07-27

WMB WILLIAMS COS INC COM6.4K shares-1.68%2026-06-302026-07-27

SEIC SEI INVTS CO COM5.4K shares6.25%2026-06-302026-07-27

FSMD FIDELITY COVINGTON TRUST SML MID MLTFCT8.9K shares-0.42%2026-06-302026-07-27

Sponsored

IGM ISHARES TR EXPND TEC SC ETF2.8K shares9.86%2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS7.8K shares0.00%2026-06-302026-07-27

SDY SPDR SERIES TRUST ST STR SP DIV3.0K shares-6.35%2026-06-302026-07-27

IYT ISHARES TR US TRSPRTION5.2K sharesnew addition2026-06-302026-07-27

OTF BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK43.0K shares66.97%2026-06-302026-07-27

CHD CHURCH & DWIGHT CO INC COM4.5K shares-91.01%2026-06-302026-07-27

BDX BECTON DICKINSON & CO COM2.9K shares-5.75%2026-06-302026-07-27

LUV SOUTHWEST AIRLS CO COM8.3K shares6.28%2026-06-302026-07-27

Sponsored

CGIB CAPITAL GRP FIXED INCM ETF T INTERNATIONAL BD16.7K shares30.54%2026-06-302026-07-27

CDNS CADENCE DESIGN SYSTEM INC COM1.1K shares38.43%2026-06-302026-07-27

IWB ISHARES TR RUS 1000 ETF1.0K shares0.10%2026-06-302026-07-27

SJM SMUCKER J M CO COM NEW3.7K shares0.00%2026-06-302026-07-27

EOSE EOS ENERGY ENTERPRISES INC COM CL A70.0K shares-30.00%2026-06-302026-07-27

FHLC FIDELITY COVINGTON TRUST MSCI HLTH CARE I5.3K shares50.13%2026-06-302026-07-27

SCHF SCHWAB STRATEGIC TR INTL EQTY ETF14.7K shares0.60%2026-06-302026-07-27

WSO WATSCO INC COM966 shares16.25%2026-06-302026-07-27

Sponsored

XLP SELECT SECTOR SPDR TR ST STR STAPL ETF4.8K shares-62.71%2026-06-302026-07-27

PHM PULTE GROUP INC COM2.9K shares4.50%2026-06-302026-07-27

XEL XCEL ENERGY INC COM4.9K shares0.00%2026-06-302026-07-27

DELL DELL TECHNOLOGIES INC CL C919 shares76.39%2026-06-302026-07-27

NVR NVR INC COM58 shares3.57%2026-06-302026-07-27

HWM HOWMET AEROSPACE INC COM1.4K shares10.54%2026-06-302026-07-27

ASO ACADEMY SPORTS & OUTDOORS IN COM8.2K shares-1.50%2026-06-302026-07-27

RL RALPH LAUREN CORP CL A961 shares-31.89%2026-06-302026-07-27

Sponsored

PFF ISHARES TR PFD AND INCM SEC12.6K shares0.08%2026-06-302026-07-27

FTMH PUTNAM ETF TRUST FRAN MU HI YI ET32.3K shares35.00%2026-06-302026-07-27

EWZ ISHARES INC MSCI BRAZIL ETF11.1K shares0.00%2026-06-302026-07-27

DVN DEVON ENERGY CORP NEW COM9.2K shares-26.41%2026-06-302026-07-27

OGE OGE ENERGY CORP COM7.6K shares0.00%2026-06-302026-07-27

BTSG BRIGHTSPRING HEALTH SVCS INC COM5.3K shares10.41%2026-06-302026-07-27

XMHQ INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY3.2K shares-45.04%2026-06-302026-07-27

FTC FIRST TR EXCHANGE-TRADED ALP COM SHS1.9K shares-10.81%2026-06-302026-07-27

Sponsored

CORTEVA INC COM CORTEVA INC COM4.2K shares4.31%2026-06-302026-07-27

FUTY FIDELITY COVINGTON TRUST MSCI UTILS INDEX6.1K shares44.97%2026-06-302026-07-27

TREX TREX INC COM7.1K shares-0.07%2026-06-302026-07-27

ALPS ETF TR ALERIAN MLP ALPS ETF TR ALERIAN MLP6.8K shares0.04%2026-06-302026-07-27

SNDK SANDISK CORP COM154 shares0.00%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR US SML CP VALU2.8K shares2.78%2026-06-302026-07-27

DEO DIAGEO PLC SPON ADR NEW4.3K shares-4.62%2026-06-302026-07-27

PPL CORP COM PPL CORP COM9.4K shares1.17%2026-06-302026-07-27

Sponsored

PFLD ETF SER SOLUTIONS AAM LW DUR PFD17.3K shares28.82%2026-06-302026-07-27

DOV DOVER CORP COM1.5K shares0.00%2026-06-302026-07-27

VLY VALLEY NATL BANCORP COM23.0K shares0.00%2026-06-302026-07-27

GIS GENERAL MILLS INC COM9.7K shares-4.12%2026-06-302026-07-27

AAPL

APPLE INC COM

-0.37%

Shares1.9M

Event2026-06-30

Filed2026-07-27

PVAL

PUTNAM ETF TRUST FOCUSED LAR CAP

11.47%

Shares8.6M

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS GROWTH ETF

537.01%

Shares4.2M

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP COM

-1.04%

Shares901.9K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION COM

-0.54%

Shares1.6M

Event2026-06-30

Filed2026-07-27

EMXC

ISHARES INC MSCI EMRG CHN

21.14%

Shares3.1M

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC CAP STK CL A

1.06%

Shares660.8K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC COM

-6.37%

Shares890.3K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR MSCI EAFE ETF

1.33%

Shares2.0M

Event2026-06-30

Filed2026-07-27

BROADCOM INC COM

2.55%

Shares548.4K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC COM

-0.31%

Shares770.1K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS SMALL CP ETF

1.84%

Shares601.0K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC CAP STK CL C

-0.25%

Shares500.4K

Event2026-06-30

Filed2026-07-27

IWP

ISHARES TR RUS MD CP GR ETF

-6.73%

Shares1.2M

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR RUS 1000 GRW ETF

293.68%

Shares1.3M

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T TR UNIT

4.42%

Shares188.7K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS MID CAP ETF

275.11%

Shares1.7M

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO COM

-2.59%

Shares101.2K

Event2026-06-30

Filed2026-07-27

IWLG

NEW YORK LIFE INVTS ACTIVE E WINSLOW LAR CAP

-1.90%

Shares2.1M

Event2026-06-30

Filed2026-07-27

VISA INC COM CL A

-1.33%

Shares344.1K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC CL A

-1.06%

Shares205.3K

Event2026-06-30

Filed2026-07-27

IJJ

ISHARES TR S&P MC 400VL ETF

-6.90%

Shares768.4K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO COM

0.62%

Shares343.5K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR RUS 1000 VAL ETF

1.74%

Shares442.7K

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP COM NEW

965.43%

Shares337.4K

Event2026-06-30

Filed2026-07-27

ABBVIE INC COM

-4.60%

Shares341.9K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC COM

3.62%

Shares709.8K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION COM

-1.28%

Shares87.3K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED CL A

-1.98%

Shares155.4K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON COM

-0.26%

Shares308.3K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP COM

2.81%

Shares516.9K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION COM

0.35%

Shares413.8K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC SHS

0.19%

Shares156.5K

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F ALLWRLD EX US

3.50%

Shares747.2K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC COM

-1.85%

Shares176.3K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-4.50%

Shares123.7K

Event2026-06-30

Filed2026-07-27

CGDV

CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT

730.99%

Shares1.2M

Event2026-06-30

Filed2026-07-27

ISHARES TR CORE US AGGBD ET

5.38%

Shares588.9K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC COM

-1.53%

Shares511.1K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP COM

-2.10%

Shares1.0M

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC COM

4.41%

Shares93.7K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC COM

18.36%

Shares173.0K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF

14.78%

Shares833.3K

Event2026-06-30

Filed2026-07-27

COCA COLA CO COM

-0.50%

Shares607.1K

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP COM NEW

-4.55%

Shares113.1K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC COM

-0.34%

Shares269.3K

Event2026-06-30

Filed2026-07-27

CMI

CUMMINS INC COM

-0.96%

Shares65.8K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO COM

0.74%

Shares137.0K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC COM

34.46%

Shares111.0K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR US DIVIDEND EQ

-10.44%

Shares1.4M

Event2026-06-30

Filed2026-07-27

ORACLE CORP COM

-0.97%

Shares303.4K

Event2026-06-30

Filed2026-07-27

ETR

ENTERGY CORP NEW COM

-0.25%

Shares380.3K

Event2026-06-30

Filed2026-07-27

VLO

VALERO ENERGY CORP COM

-1.39%

Shares163.2K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC COM

2.59%

Shares58.7K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE COM NEW

2.89%

Shares113.5K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC COM

2.89%

Shares309.6K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO COM

0.07%

Shares270.8K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC COM

-0.58%

Shares32.7K

Event2026-06-30

Filed2026-07-27

AEP

AMERICAN ELEC PWR CO INC COM

3.03%

Shares273.6K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC COM NEW

3.23%

Shares257.7K

Event2026-06-30

Filed2026-07-27

ISRG

INTUITIVE SURGICAL INC COM NEW

1.64%

Shares88.2K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS S&P 500 ETF SHS

-1.14%

Shares50.9K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC COM

8.60%

Shares82.1K

Event2026-06-30

Filed2026-07-27

ORLY

OREILLY AUTOMOTIVE INC COM

-2.19%

Shares358.1K

Event2026-06-30

Filed2026-07-27

BSV

VANGUARD BD INDEX FDS SHORT TRM BOND

-0.01%

Shares412.4K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP COM

2.86%

Shares114.8K

Event2026-06-30

Filed2026-07-27

GLTR

ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET

-4.89%

Shares170.0K

Event2026-06-30

Filed2026-07-27

BKNG

BOOKING HOLDINGS INC COM

2346.97%

Shares171.8K

Event2026-06-30

Filed2026-07-27

NETFLIX INC. COM

-1.63%

Shares413.3K

Event2026-06-30

Filed2026-07-27

TRAVELERS COMPANIES INC COM

0.78%

Shares88.9K

Event2026-06-30

Filed2026-07-27

SERVICENOW INC COM

-0.76%

Shares290.6K

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC COM

6.11%

Shares71.1K

Event2026-06-30

Filed2026-07-27

MCO

MOODYS CORP COM

-0.70%

Shares61.7K

Event2026-06-30

Filed2026-07-27

ANET

ARISTA NETWORKS INC COM SHS

-1.53%

Shares163.8K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC COM

-0.38%

Shares124.4K

Event2026-06-30

Filed2026-07-27

BOEING CO COM

14.15%

Shares126.7K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO COM

5.06%

Shares283.7K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP COM

2.60%

Shares100.5K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION COM

6.85%

Shares141.7K

Event2026-06-30

Filed2026-07-27

AJG

GALLAGHER ARTHUR J & CO COM

3.43%

Shares114.2K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC COM

3.85%

Shares76.6K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR S&P 500 GRWT ETF

-0.04%

Shares189.8K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS COM

3.94%

Shares91.3K

Event2026-06-30

Filed2026-07-27

SHW

SHERWIN WILLIAMS CO COM

-4.24%

Shares73.7K

Event2026-06-30

Filed2026-07-27

EVRG

EVERGY INC COM

2.73%

Shares292.9K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC COM

-3.69%

Shares69.5K

Event2026-06-30

Filed2026-07-27

CHUBB LIMITED COM

-7.96%

Shares72.0K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS LARGE CAP ETF

4.37%

Shares70.9K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC COM

5.05%

Shares570.0K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION COM

7.49%

Shares73.6K

Event2026-06-30

Filed2026-07-27

DHR

DANAHER CORP DEL COM

-6.43%

Shares119.6K

Event2026-06-30

Filed2026-07-27

PSA

PUBLIC STORAGE COM

5.34%

Shares71.4K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW COM

0.06%

Shares148.9K

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR MSCI EMG MKT ETF

14.99%

Shares323.7K

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS COM

-3.68%

Shares210.1K

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC SHS

1.00%

Shares267.3K

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC COM

-1.14%

Shares41.7K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR S&P 500 VAL ETF

0.00%

Shares91.3K

Event2026-06-30

Filed2026-07-27

CARR

CARRIER GLOBAL CORPORATION COM

4.72%

Shares282.0K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN COM

2.22%

Shares90.7K

Event2026-06-30

Filed2026-07-27

PLD

PROLOGIS INC. COM

12.19%

Shares149.2K

Event2026-06-30

Filed2026-07-27

RIO

RIO TINTO PLC SPONSORED ADR

6.55%

Shares208.6K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV N Y REGISTRY SHS

5.98%

Shares9.9K

Event2026-06-30

Filed2026-07-27

DATADOG INC CL A COM

0.19%

Shares75.0K

Event2026-06-30

Filed2026-07-27

MPWR

MONOLITHIC PWR SYS INC COM

2.51%

Shares14.1K

Event2026-06-30

Filed2026-07-27

IJK

ISHARES TR S&P MC 400GR ETF

-0.38%

Shares164.4K

Event2026-06-30

Filed2026-07-27

MAR

MARRIOTT INTL INC NEW CL A

2.12%

Shares52.0K

Event2026-06-30

Filed2026-07-27

SPOTIFY TECHNOLOGY S A SHS

-1.48%

Shares41.0K

Event2026-06-30

Filed2026-07-27

SNOWFLAKE INC COM SHS

-0.54%

Shares73.3K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC COM

3.84%

Shares256.2K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP COM

5.49%

Shares179.0K

Event2026-06-30

Filed2026-07-27

CINF

CINCINNATI FINL CORP COM

-1.47%

Shares97.8K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC COM

3.29%

Shares97.7K

Event2026-06-30

Filed2026-07-27

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares24

Event2026-06-30

Filed2026-07-27

CME

CME GROUP INC COM

5.35%

Shares81.4K

Event2026-06-30

Filed2026-07-27

LIN

LINDE PLC SHS

1.80%

Shares34.2K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT

1.60%

Shares83.1K

Event2026-06-30

Filed2026-07-27

DVY

ISHARES TR SELECT DIVID ETF

2.01%

Shares111.8K

Event2026-06-30

Filed2026-07-27

BLACKSTONE INC COM

3.52%

Shares147.6K

Event2026-06-30

Filed2026-07-27

HYATT HOTELS CORP COM CL A

3.97%

Shares89.1K

Event2026-06-30

Filed2026-07-27

AON

AON PLC SHS CL A

0.22%

Shares50.9K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS SM CP VAL ETF

-2.20%

Shares67.8K

Event2026-06-30

Filed2026-07-27

FAST

FASTENAL CO COM

3.57%

Shares342.3K

Event2026-06-30

Filed2026-07-27

NVO

NOVO-NORDISK A S ADR

7.16%

Shares341.9K

Event2026-06-30

Filed2026-07-27

VBK

VANGUARD INDEX FDS SML CP GRW ETF

0.49%

Shares44.7K

Event2026-06-30

Filed2026-07-27

FANG

DIAMONDBACK ENERGY INC COM

4.04%

Shares91.4K

Event2026-06-30

Filed2026-07-27

ASTRAZENECA PLC ORD

6.26%

Shares84.7K

Event2026-06-30

Filed2026-07-27

JBHT

HUNT J B TRANS SVCS INC COM

1.64%

Shares54.2K

Event2026-06-30

Filed2026-07-27

HYG

ISHARES TR IBOXX HI YD ETF

6.82%

Shares196.1K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP COM

27.37%

Shares43.8K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC COM

44.47%

Shares15.3K

Event2026-06-30

Filed2026-07-27

ICE

INTERCONTINENTAL EXCHANGE IN COM

-8.97%

Shares125.5K

Event2026-06-30

Filed2026-07-27

QNITY ELECTRONICS INC COMMON STOCK

-2.54%

Shares93.4K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES COM

1.44%

Shares167.5K

Event2026-06-30

Filed2026-07-27

LHX

L3HARRIS TECHNOLOGIES INC COM

-12.09%

Shares51.9K

Event2026-06-30

Filed2026-07-27

TRANE TECHNOLOGIES PLC SHS

2.00%

Shares30.4K

Event2026-06-30

Filed2026-07-27

QSR

RESTAURANT BRANDS INTL INC COM

3.31%

Shares204.6K

Event2026-06-30

Filed2026-07-27

KRE

SPDR SERIES TRUST ST STR SP REGBNK

3.85%

Shares197.8K

Event2026-06-30

Filed2026-07-27

HCA

HCA HEALTHCARE INC COM

-0.61%

Shares37.9K

Event2026-06-30

Filed2026-07-27

CMG

CHIPOTLE MEXICAN GRILL INC COM

-6.03%

Shares434.1K

Event2026-06-30

Filed2026-07-27

REG

REGENCY CTRS CORP COM

2.67%

Shares184.8K

Event2026-06-30

Filed2026-07-27

AT&T INC COM

14.40%

Shares696.4K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC COM

-1.04%

Shares48.3K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC COM

592.09%

Shares12.4K

Event2026-06-30

Filed2026-07-27

ROYAL CARIBBEAN GROUP COM

1.66%

Shares44.2K

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC COM

-8.07%

Shares187.2K

Event2026-06-30

Filed2026-07-27

JACOBS SOLUTIONS INC COM

-1.29%

Shares106.8K

Event2026-06-30

Filed2026-07-27

MNST

MONSTER BEVERAGE CORP NEW COM

-3.78%

Shares136.4K

Event2026-06-30

Filed2026-07-27

TMUS

T-MOBILE US INC COM

8.91%

Shares77.7K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR CORE S&P MCP ETF

-6.67%

Shares164.0K

Event2026-06-30

Filed2026-07-27

PWV

INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE

-1.16%

Shares161.7K

Event2026-06-30

Filed2026-07-27

OMC

OMNICOM GROUP INC COM

0.98%

Shares166.2K

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC COM ADDED

New

Shares53.7K

Event2026-06-30

Filed2026-07-27

AZO

AUTOZONE INC COM

6.04%

Shares3.8K

Event2026-06-30

Filed2026-07-27

NEM

NEWMONT CORP COM

-1.50%

Shares127.7K

Event2026-06-30

Filed2026-07-27

KKR

KKR & CO INC COM

-10.77%

Shares129.9K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC COM ADDED

New

Shares53.7K

Event2026-06-30

Filed2026-07-27

NUE

NUCOR CORP COM

4.68%

Shares53.0K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC COM

-1.48%

Shares87.0K

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP COM

10.56%

Shares57.6K

Event2026-06-30

Filed2026-07-27

CENTERPOINT ENERGY INC COM

5.70%

Shares262.1K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR UNIT SER 1

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-27

CGGE

CAPITAL GROUP GLOBAL EQUITY SHS

-1.65%

Shares323.7K

Event2026-06-30

Filed2026-07-27

SCZ

ISHARES TR EAFE SML CP ETF

0.92%

Shares136.7K

Event2026-06-30

Filed2026-07-27

TDG

TRANSDIGM GROUP INC COM

3.78%

Shares8.4K

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS TAX EXEMPT BD

-0.69%

Shares219.4K

Event2026-06-30

Filed2026-07-27

BROS

DUTCH BROS INC CL A

5.73%

Shares154.0K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC COM

0.13%

Shares70.5K

Event2026-06-30

Filed2026-07-27

GPC

GENUINE PARTS CO COM

2.72%

Shares93.0K

Event2026-06-30

Filed2026-07-27

BALL

BALL CORP COM

4.29%

Shares174.1K

Event2026-06-30

Filed2026-07-27

AMT

AMERICAN TOWER CORP COM

-0.99%

Shares65.8K

Event2026-06-30

Filed2026-07-27

CGBL

CAPITAL GROUP CORE BALANCED SHS

8.78%

Shares282.6K

Event2026-06-30

Filed2026-07-27

ELV

ELEVANCE HEALTH INC FORMERLY COM

46.78%

Shares27.4K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP COM

2.28%

Shares75.9K

Event2026-06-30

Filed2026-07-27

ISHARES TR CORE MSCI EAFE

1.48%

Shares107.7K

Event2026-06-30

Filed2026-07-27

KVUE

KENVUE INC COM

8.69%

Shares541.0K

Event2026-06-30

Filed2026-07-27

WPC

WP CAREY INC COM

3.97%

Shares143.1K

Event2026-06-30

Filed2026-07-27

EQT

EQT CORP COM

1.94%

Shares192.2K

Event2026-06-30

Filed2026-07-27

CMCSA

COMCAST CORP NEW CL A

5.95%

Shares414.8K

Event2026-06-30

Filed2026-07-27

CGDG

CAPITAL GROUP DIVIDEND GROWE SHS ETF

7.42%

Shares262.7K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC COM

3.64%

Shares9.1K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR ST STR TECHN ETF

6.98%

Shares50.3K

Event2026-06-30

Filed2026-07-27

LUMENTUM HLDGS INC COM

3600.33%

Shares11.1K

Event2026-06-30

Filed2026-07-27

VRTX

VERTEX PHARMACEUTICALS INC COM

10.40%

Shares18.3K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS

249.32%

Shares18.3K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR RUSSELL 2000 ETF

-0.24%

Shares28.6K

Event2026-06-30

Filed2026-07-27

ISHARES TR CORE S&P500 ETF

126.40%

Shares11.4K

Event2026-06-30

Filed2026-07-27

VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF

1.11%

Shares54.3K

Event2026-06-30

Filed2026-07-27

NDAQ

NASDAQ INC COM

-0.43%

Shares107.1K

Event2026-06-30

Filed2026-07-27

MDLN

MEDLINE INC COM CL A

10.02%

Shares207.5K

Event2026-06-30

Filed2026-07-27

WST

WEST PHARMACEUTICAL SVSC INC COM

New

Shares22.6K

Event2026-06-30

Filed2026-07-27

WCMI

FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY

25.95%

Shares410.6K

Event2026-06-30

Filed2026-07-27

CGUS

CAPITAL GROUP CORE EQUITY ET SHS CREAT UNIT

-6.06%

Shares180.2K

Event2026-06-30

Filed2026-07-27

SNPS

SYNOPSYS INC COM

-0.06%

Shares17.6K

Event2026-06-30

Filed2026-07-27

DOLLAR GEN CORP COM

5.71%

Shares67.4K

Event2026-06-30

Filed2026-07-27

CGGO

CAPITAL GROUP GBL GROWTH EQT SHS CREAT UNIT

1.72%

Shares171.2K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR GOLD SHS

0.55%

Shares19.6K

Event2026-06-30

Filed2026-07-27

ICF

ISHARES TR SELECT US REIT

-6.09%

Shares106.2K

Event2026-06-30

Filed2026-07-27

CANADIAN PACIFIC KANSAS CITY COM

-5.47%

Shares80.8K

Event2026-06-30

Filed2026-07-27

S&P GLOBAL INC COM

-1.47%

Shares16.7K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC CL A

8.30%

Shares58.0K

Event2026-06-30

Filed2026-07-27

SPACE EXPLORATION TECHN CORP CLASS A COM STK ADD

New

Shares39.1K

Event2026-06-30

Filed2026-07-27

DEERE & CO COM

814.55%

Shares10.5K

Event2026-06-30

Filed2026-07-27

VANGUARD SCOTTSDALE FDS VNG RUS2000IDX

17052.83%

Shares54.5K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS TOTAL STK MKT

-22.01%

Shares17.4K

Event2026-06-30

Filed2026-07-27

CGMS

CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR

11.98%

Shares232.9K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO COM

1.30%

Shares43.6K

Event2026-06-30

Filed2026-07-27

ACCENTURE PLC IRELAND SHS CLASS A

6.62%

Shares48.8K

Event2026-06-30

Filed2026-07-27

CGGR

CAPITAL GROUP GROWTH ETF SHS CREAT UNIT

1.06%

Shares128.1K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC COM

0.83%

Shares6.2K

Event2026-06-30

Filed2026-07-27

INFL

LISTED FDS TR HORI KI INFL ETF

0.00%

Shares117.1K

Event2026-06-30

Filed2026-07-27

INSM

INSMED INC COM PAR $.01

-1.51%

Shares54.7K

Event2026-06-30

Filed2026-07-27

TFI

SPDR SERIES TRUST ST STR NUVEE ETF

10.24%

Shares124.7K

Event2026-06-30

Filed2026-07-27

CLX

CLOROX CO DEL COM

7.40%

Shares59.8K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR RUS MID CAP ETF

-0.20%

Shares51.5K

Event2026-06-30

Filed2026-07-27

IXC

ISHARES TR GLOBAL ENERG ETF

0.00%

Shares112.5K

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC CORE MSCI EMKT

141.93%

Shares66.4K

Event2026-06-30

Filed2026-07-27

RDDT

REDDIT INC CL A

-1.46%

Shares31.4K

Event2026-06-30

Filed2026-07-27

CGMU

CAPITAL GRP FIXED INCM ETF T MUN INM ETF

17.82%

Shares193.8K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR CORE S&P SCP ETF

4.36%

Shares35.5K

Event2026-06-30

Filed2026-07-27

SHM

SPDR SERIES TRUST ST NUVE TERM ETF

4.21%

Shares109.4K

Event2026-06-30

Filed2026-07-27

CGHM

CAPITAL GRP FIXED INCM ETF T MUN HIGH ETF

20.96%

Shares199.1K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC COM

3.09%

Shares209.6K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO COM

-0.12%

Shares60.3K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR ST STR FINL ETF

-3.87%

Shares92.9K

Event2026-06-30

Filed2026-07-27

CGCB

CAPITAL GRP FIXED INCM ETF T CORE BOND ETF

12.01%

Shares184.1K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP COM

-4.05%

Shares9.2K

Event2026-06-30

Filed2026-07-27

NKE

NIKE INC CL B

10.61%

Shares114.0K

Event2026-06-30

Filed2026-07-27

CGMM

CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF

10.14%

Shares133.8K

Event2026-06-30

Filed2026-07-27

TLT

ISHARES TR 20 YR TR BD ETF

-26.34%

Shares49.5K

Event2026-06-30

Filed2026-07-27

CGNG

CAPITAL GROUP NEW GEOGRAPHY SHS

63.42%

Shares114.0K

Event2026-06-30

Filed2026-07-27

CFR

CULLEN FROST BANKERS INC COM

-10.93%

Shares27.3K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC COM

-1.08%

Shares45.5K

Event2026-06-30

Filed2026-07-27

CGCP

CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM

4.64%

Shares178.0K

Event2026-06-30

Filed2026-07-27

GUNR

FLEXSHARES TR MORNSTAR UPSTR

-7.86%

Shares79.5K

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY COM NEW

-0.03%

Shares18.5K

Event2026-06-30

Filed2026-07-27

IEF

ISHARES TR 7-10 YR TRSY BD

58.39%

Shares38.5K

Event2026-06-30

Filed2026-07-27

STT

STATE STR CORP COM

-0.26%

Shares21.1K

Event2026-06-30

Filed2026-07-27

TOL

TOLL BROTHERS INC COM

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-27

NSC

NORFOLK SOUTHN CORP COM

-1.94%

Shares11.1K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS VG TL INTL STK F

27.60%

Shares40.6K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS HIGH DIV YLD

1.37%

Shares21.9K

Event2026-06-30

Filed2026-07-27

BSX

BOSTON SCIENTIFIC CORP COM

-76.09%

Shares81.2K

Event2026-06-30

Filed2026-07-27

FTNT

FORTINET INC COM

3.72%

Shares22.3K

Event2026-06-30

Filed2026-07-27

ALNYLAM PHARMACEUTICALS INC COM

-0.20%

Shares11.0K

Event2026-06-30

Filed2026-07-27

COLGATE PALMOLIVE CO COM

-0.41%

Shares35.5K

Event2026-06-30

Filed2026-07-27

PSX

PHILLIPS 66 COM

2.31%

Shares19.2K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO COM

-69.39%

Shares56.1K

Event2026-06-30

Filed2026-07-27

GWX

SPDR INDEX SHS FDS ST INTL CAP ETF

-2.13%

Shares73.2K

Event2026-06-30

Filed2026-07-27

TSCO

TRACTOR SUPPLY CO COM

0.06%

Shares98.4K

Event2026-06-30

Filed2026-07-27

GSK PLC SPONSORED ADR

-11.75%

Shares58.7K

Event2026-06-30

Filed2026-07-27

3M CO COM

-3.12%

Shares19.0K

Event2026-06-30

Filed2026-07-27

ITW

ILLINOIS TOOL WKS INC COM

-1.86%

Shares11.2K

Event2026-06-30

Filed2026-07-27

JEPI

J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM

-5.00%

Shares53.4K

Event2026-06-30

Filed2026-07-27

RNR

RENAISSANCERE HLDGS LTD COM

0.03%

Shares9.3K

Event2026-06-30

Filed2026-07-27

CAH

CARDINAL HEALTH INC COM

1.89%

Shares12.4K

Event2026-06-30

Filed2026-07-27

SHEL

SHELL PLC SPON ADS

0.45%

Shares37.9K

Event2026-06-30

Filed2026-07-27

MDLZ

MONDELEZ INTL INC CL A

-1.70%

Shares49.7K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT

3.74%

Shares40.1K

Event2026-06-30

Filed2026-07-27

KMB

KIMBERLY-CLARK CORP COM

-4.80%

Shares25.4K

Event2026-06-30

Filed2026-07-27

MSDL

MORGAN STANLEY DIRECT LENDIN COM SHS

0.00%

Shares184.1K

Event2026-06-30

Filed2026-07-27

DLR

DIGITAL RLTY TR INC COM

-2.10%

Shares15.4K

Event2026-06-30

Filed2026-07-27

ROK

ROCKWELL AUTOMATION INC COM

-0.66%

Shares5.3K

Event2026-06-30

Filed2026-07-27

USB

US BANCORP COM NEW

0.60%

Shares43.0K

Event2026-06-30

Filed2026-07-27

BWA

BORGWARNER INC COM

-0.42%

Shares39.1K

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR ST STR ENERG ETF

-0.26%

Shares47.7K

Event2026-06-30

Filed2026-07-27

AWK

AMERICAN WTR WKS CO INC NEW COM

-7.32%

Shares18.4K

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR ST STR CARE ETF

-17.76%

Shares15.2K

Event2026-06-30

Filed2026-07-27

MCK

MCKESSON CORP COM

6.44%

Shares3.1K

Event2026-06-30

Filed2026-07-27

PROSPERITY BANCSHARES INC COM

0.00%

Shares31.7K

Event2026-06-30

Filed2026-07-27

MPC

MARATHON PETE CORP COM

-8.09%

Shares9.0K

Event2026-06-30

Filed2026-07-27

SHY

ISHARES TR 1 3 YR TREAS BD

-14.79%

Shares26.6K

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR ST STR INDL ETF

2.52%

Shares11.7K

Event2026-06-30

Filed2026-07-27

INTU

INTUIT COM

-65.72%

Shares8.3K

Event2026-06-30

Filed2026-07-27

XLB

SELECT SECTOR SPDR TR ST STR MATER ETF

3.45%

Shares41.0K

Event2026-06-30

Filed2026-07-27

BROADRIDGE FINL SOLUTIONS IN COM

-6.57%

Shares15.2K

Event2026-06-30

Filed2026-07-27

JSTC

TIDAL TRUST I ADASINA SOCIAL

83.32%

Shares90.9K

Event2026-06-30

Filed2026-07-27

DUPONT DE NEMOURS INC COMMON STOCK ADDED

New

Shares15.1K

Event2026-06-30

Filed2026-07-27

XLC

SELECT SECTOR SPDR TR ST STR SVC ETF

-5.55%

Shares18.4K

Event2026-06-30

Filed2026-07-27

IDEXX LABS INC COM

-2.10%

Shares3.7K

Event2026-06-30

Filed2026-07-27

APD

AIR PRODUCTS AND CHEMICALS I COM

-10.14%

Shares6.6K

Event2026-06-30

Filed2026-07-27

IWO

ISHARES TR RUS 2000 GRW ETF

-69.93%

Shares4.9K

Event2026-06-30

Filed2026-07-27

PBP

INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT

-30.24%

Shares83.4K

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR CORE DIV GRWTH

-7.13%

Shares25.1K

Event2026-06-30

Filed2026-07-27

ROST

ROSS STORES INC COM

0.51%

Shares8.8K

Event2026-06-30

Filed2026-07-27

EXPE

EXPEDIA GROUP INC COM NEW

-0.80%

Shares7.3K

Event2026-06-30

Filed2026-07-27

BANK OF NY MELLON CORP COM

-6.75%

Shares12.6K

Event2026-06-30

Filed2026-07-27

JNK

SPDR SERIES TRUST ST BLOO HIGH ETF

-4.85%

Shares18.6K

Event2026-06-30

Filed2026-07-27

IWS

ISHARES TR RUS MDCP VAL ETF

-9.14%

Shares10.7K

Event2026-06-30

Filed2026-07-27

CVS

CVS HEALTH CORP COM

3.46%

Shares17.0K

Event2026-06-30

Filed2026-07-27

FDVV

FIDELITY COVINGTON TRUST HIGH DIVID ETF

0.55%

Shares29.1K

Event2026-06-30

Filed2026-07-27

BNDX

VANGUARD CHARLOTTE FDS TOTAL INT BD ETF

6.29%

Shares36.0K

Event2026-06-30

Filed2026-07-27

PGR

PROGRESSIVE CORP COM

-10.35%

Shares8.0K

Event2026-06-30

Filed2026-07-27

FFIV

F5 INC COM

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-27

DHI

D R HORTON INC COM

1.15%

Shares10.6K

Event2026-06-30

Filed2026-07-27

CTAS

CINTAS CORP COM

18.88%

Shares9.9K

Event2026-06-30

Filed2026-07-27

ARCH CAP GROUP LTD ORD

0.04%

Shares17.1K

Event2026-06-30

Filed2026-07-27

XLY

SELECT SECTOR SPDR TR ST STR DISCR ETF

4.05%

Shares14.0K

Event2026-06-30

Filed2026-07-27

TRMB

TRIMBLE INC COM

-0.23%

Shares30.9K

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW COM NEW

-2.02%

Shares12.4K

Event2026-06-30

Filed2026-07-27

ZOETIS INC CL A

-20.86%

Shares21.8K

Event2026-06-30

Filed2026-07-27

UBS

UBS GROUP AG SHS

-1.52%

Shares31.0K

Event2026-06-30

Filed2026-07-27

COR

CENCORA INC COM

-4.00%

Shares5.4K

Event2026-06-30

Filed2026-07-27

SPHQ

INVESCO EXCHANGE TRADED FD T S&P500 QUALITY

-15.18%

Shares16.8K

Event2026-06-30

Filed2026-07-27

IBB

ISHARES TR ISHARES BIOTECH

5.96%

Shares7.9K

Event2026-06-30

Filed2026-07-27

AMERIPRISE FINL INC COM

-16.34%

Shares3.2K

Event2026-06-30

Filed2026-07-27

NVS

NOVARTIS AG SPONSORED ADR

-0.04%

Shares9.5K

Event2026-06-30

Filed2026-07-27

UPS

UNITED PARCEL SVCS INC CL B

-28.59%

Shares13.8K

Event2026-06-30

Filed2026-07-27

CGIC

CAPITAL GROUP INTERNATIONAL SHS

2081.57%

Shares40.6K

Event2026-06-30

Filed2026-07-27

ADOBE INC COM

-18.54%

Shares7.2K

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD

9.97%

Shares18.5K

Event2026-06-30

Filed2026-07-27

ALL

ALLSTATE CORP COM

1.89%

Shares6.0K

Event2026-06-30

Filed2026-07-27

PEG

PUBLIC SVC ENTERPRISE GROUP COM

-0.01%

Shares17.6K

Event2026-06-30

Filed2026-07-27

CGCV

CAPITAL GROUP CONSERVATIVE E SHS

24.22%

Shares42.9K

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC COM

1.34%

Shares5.7K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS VALUE ETF

57.39%

Shares6.3K

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP COM

11.54%

Shares14.8K

Event2026-06-30

Filed2026-07-27

FDX

FEDEX CORP COM

0.39%

Shares4.4K

Event2026-06-30

Filed2026-07-27

ECL

ECOLAB INC COM

-3.78%

Shares4.9K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL COM

-0.46%

Shares6.0K

Event2026-06-30

Filed2026-07-27

IYY

ISHARES TR DOW JONES US ETF

0.19%

Shares7.4K

Event2026-06-30

Filed2026-07-27

FLMI

FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN

27.65%

Shares53.1K

Event2026-06-30

Filed2026-07-27

SELECT SECTOR SPDR TR ST STR UTIL ETF

8.84%

Shares29.3K

Event2026-06-30

Filed2026-07-27

FDL

FIRST TR EXCHANGE-TRADED FD SHS

0.91%

Shares27.1K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR US LCAP GR ETF

1.54%

Shares37.5K

Event2026-06-30

Filed2026-07-27

FCOR

FIDELITY MERRIMACK STR TR CORP BOND ETF

18.16%

Shares26.7K

Event2026-06-30

Filed2026-07-27

BARRICK MNG CORP COM SHS

9.89%

Shares34.3K

Event2026-06-30

Filed2026-07-27

IAGG

ISHARES TR CORE INTL AGGR

6.77%

Shares24.6K

Event2026-06-30

Filed2026-07-27

FBND

FIDELITY MERRIMACK STR TR TOTAL BD ETF

22.82%

Shares27.2K

Event2026-06-30

Filed2026-07-27

GILD

GILEAD SCIENCES INC COM

-0.57%

Shares9.7K

Event2026-06-30

Filed2026-07-27

IEUR

ISHARES TR CORE MSCI EURO

95.19%

Shares15.7K

Event2026-06-30

Filed2026-07-27

EME

EMCOR GROUP INC COM

5.55%

Shares1.4K

Event2026-06-30

Filed2026-07-27

OTIS

OTIS WORLDWIDE CORP COM

355.77%

Shares16.0K

Event2026-06-30

Filed2026-07-27

HIG

HARTFORD INSURANCE GROUP INC COM

-3.25%

Shares8.7K

Event2026-06-30

Filed2026-07-27

MDYV

SPDR SERIES TRUST ST STR SP400VAL

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-27

IWN

ISHARES TR RUS 2000 VAL ETF

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-27

LAUDER ESTEE COS INC CL A

-4.12%

Shares14.3K

Event2026-06-30

Filed2026-07-27

BUD

ANHEUSER BUSCH INBEV SA NV SPONSORED ADR

0.04%

Shares13.6K

Event2026-06-30

Filed2026-07-27

WORLD GOLD TR SPDR GLD MINIS

9.57%

Shares14.0K

Event2026-06-30

Filed2026-07-27

FFIN

FIRST FINL BANKSHARES INC COM

497.80%

Shares32.1K

Event2026-06-30

Filed2026-07-27

IFF

INTERNATIONAL FLAVORS&FRAGRA COM

2.72%

Shares13.9K

Event2026-06-30

Filed2026-07-27

DFAU

DIMENSIONAL ETF TRUST US CORE EQT MKT

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-27

THE CIGNA GROUP COM

5.31%

Shares3.9K

Event2026-06-30

Filed2026-07-27

MUNI

PIMCO ETF TR INTER MUN BD ACT

449.00%

Shares20.4K

Event2026-06-30

Filed2026-07-27

BSM

BLACK STONE MINERALS L P COM UNIT

-38.14%

Shares76.5K

Event2026-06-30

Filed2026-07-27

TIDAL TRUST II CARBON CLCTV CLM

64.60%

Shares37.5K

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR AVANTIS EMGMKT

14.63%

Shares10.6K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS DIV APP ETF

5.33%

Shares4.3K

Event2026-06-30

Filed2026-07-27

SSNC

SS&C TECH HLDGS COM

0.14%

Shares16.3K

Event2026-06-30

Filed2026-07-27

HAS

HASBRO INC COM

0.04%

Shares12.3K

Event2026-06-30

Filed2026-07-27

FDMO

FIDELITY COVINGTON TRUST MOMENTUM FACTR

-0.87%

Shares10.3K

Event2026-06-30

Filed2026-07-27

CBOE

CBOE GLOBAL MKTS INC COM

-0.56%

Shares4.1K

Event2026-06-30

Filed2026-07-27

CGSM

CAPITAL GRP FIXED INCM ETF T SHOR DUR MUN ETF

22.84%

Shares37.5K

Event2026-06-30

Filed2026-07-27

VGK

VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-27

EPD

ENTERPRISE PRODS PARTNERS L COM

6.09%

Shares26.7K

Event2026-06-30

Filed2026-07-27

RNRG

GLOBAL X FDS RENE EN PROD ETF

52.02%

Shares27.0K

Event2026-06-30

Filed2026-07-27

FPE

FIRST TR EXCH TRADED FD III PFD SECS INC ETF

-19.74%

Shares53.0K

Event2026-06-30

Filed2026-07-27

EDWARDS LIFESCIENCES CORP COM

-11.10%

Shares10.5K

Event2026-06-30

Filed2026-07-27

MMC

MARSH & MCLENNAN COS INC COM

6.53%

Shares5.4K

Event2026-06-30

Filed2026-07-27

IEI

ISHARES TR 3 7 YR TREAS BD

390.50%

Shares7.7K

Event2026-06-30

Filed2026-07-27

IYR

ISHARES TR U.S. REAL ES ETF

5.02%

Shares8.8K

Event2026-06-30

Filed2026-07-27

KROGER CO COM

-1.93%

Shares16.2K

Event2026-06-30

Filed2026-07-27

BBY

BEST BUY INC COM

-1.26%

Shares11.8K

Event2026-06-30

Filed2026-07-27

BOH

BANK HAWAII CORP COM

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-27

KMI

KINDER MORGAN INC DEL COM

-2.10%

Shares27.6K

Event2026-06-30

Filed2026-07-27

AMRZ

AMRIZE LTD SHS

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-27

OKE

ONEOK INC NEW COM

-2.19%

Shares10.1K

Event2026-06-30

Filed2026-07-27

ENERGY TRANSFER L P COM UT LTD PTN

5.89%

Shares45.3K

Event2026-06-30

Filed2026-07-27

HWC

HANCOCK WHITNEY CORPORATION COM

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-27

TFC

TRUIST FINL CORP COM

0.92%

Shares16.9K

Event2026-06-30

Filed2026-07-27

TIP

ISHARES TR TIPS BD ETF

-3.78%

Shares7.7K

Event2026-06-30

Filed2026-07-27

SOUTHERN CO COM

-0.96%

Shares8.7K

Event2026-06-30

Filed2026-07-27

AME

AMETEK INC COM

-25.74%

Shares3.4K

Event2026-06-30

Filed2026-07-27

FVAL

FIDELITY COVINGTON TRUST VLU FACTOR ETF

11.37%

Shares10.7K

Event2026-06-30

Filed2026-07-27

SPSM

SPDR SERIES TRUST ST STR SP600 SML

-0.80%

Shares14.4K

Event2026-06-30

Filed2026-07-27

JBL

JABIL INC COM

-3.61%

Shares2.1K

Event2026-06-30

Filed2026-07-27

PPG

PPG INDS INC COM

-8.97%

Shares6.8K

Event2026-06-30

Filed2026-07-27

ROP

ROPER TECHNOLOGIES INC COM

-7.22%

Shares2.4K

Event2026-06-30

Filed2026-07-27

WTRG

ESSENTIAL UTILS INC COM

-14.15%

Shares21.2K

Event2026-06-30

Filed2026-07-27

JOHNSON CONTROLS INTERNATION SHS

0.22%

Shares5.5K

Event2026-06-30

Filed2026-07-27

REALTY INCOME CORP COM

17.96%

Shares12.8K

Event2026-06-30

Filed2026-07-27

IGIB

ISHARES TR ISHS 5-10YR INVT

5.55%

Shares14.9K

Event2026-06-30

Filed2026-07-27

CNH

CNH INDL N V SHS

-0.21%

Shares70.0K

Event2026-06-30

Filed2026-07-27

YUM

YUM BRANDS INC COM

-1.52%

Shares4.9K

Event2026-06-30

Filed2026-07-27

RELIANCE INC COM

0.10%

Shares2.1K

Event2026-06-30

Filed2026-07-27

MLM

MARTIN MARIETTA MATLS INC COM

-7.92%

Shares1.3K

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR MSCI USA QLT FCT

0.91%

Shares3.5K

Event2026-06-30

Filed2026-07-27

SYY

SYSCO CORP COM

3.78%

Shares9.2K

Event2026-06-30

Filed2026-07-27

J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM

36.53%

Shares12.5K

Event2026-06-30

Filed2026-07-27

FQAL

FIDELITY COVINGTON TRUST QLTY FCTOR ETF

14.02%

Shares9.3K

Event2026-06-30

Filed2026-07-27

SLB

SLB LIMITED COM STK

-77.11%

Shares16.3K

Event2026-06-30

Filed2026-07-27

GWW

WW GRAINGER INC COM

-2.85%

Shares546

Event2026-06-30

Filed2026-07-27

BAB

INVESCO EXCH TRADED FD TR II TAXABLE MUN BD

1.50%

Shares27.7K

Event2026-06-30

Filed2026-07-27

TGT

TARGET CORP COM

10.20%

Shares5.7K

Event2026-06-30

Filed2026-07-27

FESM

FIDELITY COVINGTON TRUST ENHANCED SML CAP

9.73%

Shares15.2K

Event2026-06-30

Filed2026-07-27

TWLO

TWILIO INC CL A

-4.18%

Shares3.6K

Event2026-06-30

Filed2026-07-27

PCAR

PACCAR INC COM

-5.07%

Shares5.9K

Event2026-06-30

Filed2026-07-27

GDV

GABELLI DIVID & INCOME TR COM

45.25%

Shares24.2K

Event2026-06-30

Filed2026-07-27

CGHY

CAPITAL GRP FIXED INCM ETF T HIGH YIELD BOND

New

Shares27.9K

Event2026-06-30

Filed2026-07-27

FDLO

FIDELITY COVINGTON TRUST LOW VOLITY ETF

0.28%

Shares10.3K

Event2026-06-30

Filed2026-07-27

AFL

AFLAC INC COM

0.38%

Shares6.0K

Event2026-06-30

Filed2026-07-27

NTAP

NETAPP INC COM

-6.82%

Shares4.5K

Event2026-06-30

Filed2026-07-27

APH

AMPHENOL CORP CL A

2.99%

Shares3.9K

Event2026-06-30

Filed2026-07-27

FENY

FIDELITY COVINGTON TRUST MSCI ENERGY IDX

110.28%

Shares23.0K

Event2026-06-30

Filed2026-07-27

DOMINION ENERGY INC COM

-2.52%

Shares9.9K

Event2026-06-30

Filed2026-07-27

ACWX

ISHARES TR MSCI ACWI EX US

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-27

FLCB

FRANKLIN TEMPLETON ETF TR US CORE BOND ETF

0.01%

Shares31.3K

Event2026-06-30

Filed2026-07-27

SONY

SONY GROUP CORP SPONSORED ADR

-11.04%

Shares32.9K

Event2026-06-30

Filed2026-07-27

QUS

SPDR SERIES TRUST ST STR MSCI USAQ

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-27

AVY

AVERY DENNISON CORP COM

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-27

FDD

FIRST TR EXCHANGE-TRADED FD COMMON SHS

34.45%

Shares34.8K

Event2026-06-30

Filed2026-07-27

TPR

TAPESTRY INC COM

4.41%

Shares4.4K

Event2026-06-30

Filed2026-07-27

REGN

REGENERON PHARMACEUTICALS COM

-4.55%

Shares1.0K

Event2026-06-30

Filed2026-07-27

EBAY

EBAY INC. COM

-8.73%

Shares5.7K

Event2026-06-30

Filed2026-07-27

PKG

PACKAGING CORP AMER COM

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-27

MDY

STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP

0.00%

Shares888

Event2026-06-30

Filed2026-07-27

GOVT

ISHARES TR US TREAS BD ETF

49.64%

Shares27.4K

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR US BRD MKT ETF

0.00%

Shares21.4K

Event2026-06-30

Filed2026-07-27

CGSD

CAPITAL GRP FIXED INCM ETF T SHORT DURATION

18.49%

Shares24.0K

Event2026-06-30

Filed2026-07-27

AEE

AMEREN CORP COM

0.28%

Shares5.3K

Event2026-06-30

Filed2026-07-27

IGLB

ISHARES TR 10 YR INVST GRD

52.44%

Shares11.9K

Event2026-06-30

Filed2026-07-27

DVA

DAVITA INC COM

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-27

SRLN

SSGA ACTIVE ETF TR ST STR BL LN ETF

-13.26%

Shares14.5K

Event2026-06-30

Filed2026-07-27

CTSH

COGNIZANT TECHNOLOGY SOLUTIO CL A

-3.99%

Shares14.9K

Event2026-06-30

Filed2026-07-27

PAVE

GLOBAL X FDS US INFR DEV ETF

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-27

ITOT

ISHARES TR CORE S&P TTL STK

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-27

QTEC

FIRST TR EXCHANGE-TRADED FD SHS

8.30%

Shares1.7K

Event2026-06-30

Filed2026-07-27

GEHC

GE HEALTHCARE TECHNOLOGIES I COMMON STOCK

0.50%

Shares8.8K

Event2026-06-30

Filed2026-07-27

BKLN

INVESCO EXCH TRADED FD TR II SR LN ETF

-30.00%

Shares27.6K

Event2026-06-30

Filed2026-07-27

CUBE

CUBESMART COM

-3.59%

Shares13.9K

Event2026-06-30

Filed2026-07-27

HSY

HERSHEY CO COM

-0.79%

Shares3.2K

Event2026-06-30

Filed2026-07-27

SLV

ISHARES SILVER TR ISHARES

0.39%

Shares10.3K

Event2026-06-30

Filed2026-07-27

CNI

CANADIAN NATL RY CO COM

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-27

VGSH

VANGUARD SCOTTSDALE FDS SHORT TERM TREAS

-17.07%

Shares9.1K

Event2026-06-30

Filed2026-07-27

FBCV

FIDELITY COVINGTON TRUST BLUE CHIP VALUE

-0.95%

Shares13.2K

Event2026-06-30

Filed2026-07-27

NUTANIX INC CL A

0.74%

Shares10.2K

Event2026-06-30

Filed2026-07-27

NOC

NORTHROP GRUMMAN CORP COM

1.09%

Shares1.0K

Event2026-06-30

Filed2026-07-27

WCN

WASTE CONNECTIONS INC COM

-1.33%

Shares3.1K

Event2026-06-30

Filed2026-07-27

WDAY

WORKDAY INC CL A

-10.64%

Shares4.2K

Event2026-06-30

Filed2026-07-27

DEXCOM INC COM

0.87%

Shares7.6K

Event2026-06-30

Filed2026-07-27

WDC

WESTERN DIGITAL CORP COM

-15.42%

Shares806

Event2026-06-30

Filed2026-07-27

FELG

FIDELITY COVINGTON TRUST ENHANCED LARGE

0.10%

Shares11.6K

Event2026-06-30

Filed2026-07-27

IGSB

ISHARES TR ISHS 1-5YR INVS

7.34%

Shares9.7K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP COM

9.44%

Shares10.6K

Event2026-06-30

Filed2026-07-27

ALC

ALCON AG ORD SHS

0.68%

Shares7.4K

Event2026-06-30

Filed2026-07-27

LII

LENNOX INTL INC COM

-0.57%

Shares867

Event2026-06-30

Filed2026-07-27

RSG

REPUBLIC SVCS INC COM

-5.76%

Shares2.3K

Event2026-06-30

Filed2026-07-27

ARES CAPITAL CORP COM

-2.38%

Shares26.6K

Event2026-06-30

Filed2026-07-27

MGC

VANGUARD WORLD FD MEGA CAP INDEX

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

TER

TERADYNE INC COM

-4.27%

Shares1.0K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF

1.59%

Shares1.6K

Event2026-06-30

Filed2026-07-27

SUN

SUNOCO LP/SUNOCO FIN CORP COM UT REP LP

-0.35%

Shares7.2K

Event2026-06-30

Filed2026-07-27

WEYERHAEUSER CO COM NEW

0.00%

Shares19.9K

Event2026-06-30

Filed2026-07-27

WMB

WILLIAMS COS INC COM

-1.68%

Shares6.4K

Event2026-06-30

Filed2026-07-27

SEIC

SEI INVTS CO COM

6.25%

Shares5.4K

Event2026-06-30

Filed2026-07-27

FSMD

FIDELITY COVINGTON TRUST SML MID MLTFCT

-0.42%

Shares8.9K

Event2026-06-30

Filed2026-07-27

IGM

ISHARES TR EXPND TEC SC ETF

9.86%

Shares2.8K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS INTER TERM TREAS

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-27

SDY

SPDR SERIES TRUST ST STR SP DIV

-6.35%

Shares3.0K

Event2026-06-30

Filed2026-07-27

IYT

ISHARES TR US TRSPRTION

New

Shares5.2K

Event2026-06-30

Filed2026-07-27

OTF

BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK

66.97%

Shares43.0K

Event2026-06-30

Filed2026-07-27

CHD

CHURCH & DWIGHT CO INC COM

-91.01%

Shares4.5K

Event2026-06-30

Filed2026-07-27

BDX

BECTON DICKINSON & CO COM

-5.75%

Shares2.9K

Event2026-06-30

Filed2026-07-27

LUV

SOUTHWEST AIRLS CO COM

6.28%

Shares8.3K

Event2026-06-30

Filed2026-07-27

CGIB

CAPITAL GRP FIXED INCM ETF T INTERNATIONAL BD

30.54%

Shares16.7K

Event2026-06-30

Filed2026-07-27

CDNS

CADENCE DESIGN SYSTEM INC COM

38.43%

Shares1.1K

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR RUS 1000 ETF

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-27

SJM

SMUCKER J M CO COM NEW

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-27

EOSE

EOS ENERGY ENTERPRISES INC COM CL A

-30.00%

Shares70.0K

Event2026-06-30

Filed2026-07-27

FHLC

FIDELITY COVINGTON TRUST MSCI HLTH CARE I

50.13%

Shares5.3K

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR INTL EQTY ETF

0.60%

Shares14.7K

Event2026-06-30

Filed2026-07-27

WSO

WATSCO INC COM

16.25%

Shares966

Event2026-06-30

Filed2026-07-27

XLP

SELECT SECTOR SPDR TR ST STR STAPL ETF

-62.71%

Shares4.8K

Event2026-06-30

Filed2026-07-27

PHM

PULTE GROUP INC COM

4.50%

Shares2.9K

Event2026-06-30

Filed2026-07-27

XEL

XCEL ENERGY INC COM

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC CL C

76.39%

Shares919

Event2026-06-30

Filed2026-07-27

NVR

NVR INC COM

3.57%

Shares58

Event2026-06-30

Filed2026-07-27

HWM

HOWMET AEROSPACE INC COM

10.54%

Shares1.4K

Event2026-06-30

Filed2026-07-27

ASO

ACADEMY SPORTS & OUTDOORS IN COM

-1.50%

Shares8.2K

Event2026-06-30

Filed2026-07-27

RALPH LAUREN CORP CL A

-31.89%

Shares961

Event2026-06-30

Filed2026-07-27

PFF

ISHARES TR PFD AND INCM SEC

0.08%

Shares12.6K

Event2026-06-30

Filed2026-07-27

FTMH

PUTNAM ETF TRUST FRAN MU HI YI ET

35.00%

Shares32.3K

Event2026-06-30

Filed2026-07-27

EWZ

ISHARES INC MSCI BRAZIL ETF

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-27

DVN

DEVON ENERGY CORP NEW COM

-26.41%

Shares9.2K

Event2026-06-30

Filed2026-07-27

OGE

OGE ENERGY CORP COM

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-27

BTSG

BRIGHTSPRING HEALTH SVCS INC COM

10.41%

Shares5.3K

Event2026-06-30

Filed2026-07-27

XMHQ

INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY

-45.04%

Shares3.2K

Event2026-06-30

Filed2026-07-27

FTC

FIRST TR EXCHANGE-TRADED ALP COM SHS

-10.81%

Shares1.9K

Event2026-06-30

Filed2026-07-27

CORTEVA INC COM

4.31%

Shares4.2K

Event2026-06-30

Filed2026-07-27

FUTY

FIDELITY COVINGTON TRUST MSCI UTILS INDEX

44.97%

Shares6.1K

Event2026-06-30

Filed2026-07-27

TREX

TREX INC COM

-0.07%

Shares7.1K

Event2026-06-30

Filed2026-07-27

ALPS ETF TR ALERIAN MLP

0.04%

Shares6.8K

Event2026-06-30

Filed2026-07-27

SNDK

SANDISK CORP COM

0.00%

Shares154

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR US SML CP VALU

2.78%

Shares2.8K

Event2026-06-30

Filed2026-07-27

DEO

DIAGEO PLC SPON ADR NEW

-4.62%

Shares4.3K

Event2026-06-30

Filed2026-07-27

PPL CORP COM

1.17%

Shares9.4K

Event2026-06-30

Filed2026-07-27

PFLD

ETF SER SOLUTIONS AAM LW DUR PFD

28.82%

Shares17.3K

Event2026-06-30

Filed2026-07-27

DOV

DOVER CORP COM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

VLY

VALLEY NATL BANCORP COM

0.00%

Shares23.0K

Event2026-06-30

Filed2026-07-27

GIS

GENERAL MILLS INC COM

-4.12%

Shares9.7K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available