Sponsored

The Analysis of Dakota Wealth Management's Holdings & P&L

Currently, Dakota Wealth Management holds 771 types of securities in its portfolio with a total value $5.2B. In the most recent quarter, they have increased their positions in KLAC (+445.0K shares, valued at $134.3M), VUG (+260.6K shares, valued at $22.4M), SPYG (+167.1K shares, valued at $19.9M); decreased their positions in NEM (-216.0K shares, valued at $20.2M), BIL (-158.8K shares, valued at $14.6M), ABT (-159.6K shares, valued at $14.5M); initiated new positions in WST (+32.6K shares, valued at $11.7M), ABNB (+74.6K shares, valued at $10.7M), IEX (+41.4K shares, valued at $9.4M).

1M P&L

+108.2M+2.70%

3M P&L

-781.4M-15.95%

HY P&L

-562.8M-12.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.1B

49.3%

2Semiconductors199.2M

4.7%

3Consumer Electronics178.8M

4.2%

Top Industries by Stock Count

1N/A297 stocks

42.7%

2Shell Companies20 stocks

2.9%

3Semiconductors18 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR270.0K shares0.49%2026-06-302026-08-07

AAPL APPLE INC617.8K shares0.57%2026-06-302026-08-07

KLAC KLA CORP507.6K shares710.84%2026-06-302026-08-07

SPDW SPDR INDEX SHS FDS2.3M shares16.19%2026-06-302026-08-07

BIL SPDR SERIES TRUST1.1M shares-12.25%2026-06-302026-08-07

MSFT MICROSOFT CORP250.7K shares-5.56%2026-06-302026-08-07

NVDA NVIDIA CORPORATION458.0K shares7.47%2026-06-302026-08-07

GOOGL ALPHABET INC254.8K shares-5.34%2026-06-302026-08-07

Sponsored

VXUS VANGUARD STAR FDS1.0M shares1.84%2026-06-302026-08-07

SPYG SPDR SERIES TRUST733.9K shares29.47%2026-06-302026-08-07

SPSM SPDR SERIES TRUST1.5M shares8.37%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T115.3K shares0.97%2026-06-302026-08-07

AMZN AMAZON COM INC353.8K shares5.13%2026-06-302026-08-07

SPYV SPDR SERIES TRUST1.4M shares19.35%2026-06-302026-08-07

QQQ INVESCO QQQ TR97.6K shares-0.79%2026-06-302026-08-07

MBB ISHARES TR720.7K shares19.40%2026-06-302026-08-07

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO199.3K shares-9.95%2026-06-302026-08-07

IGIB ISHARES TR1.2M shares11.95%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC501.9K shares1.92%2026-06-302026-08-07

IGSB ISHARES TR1.1M shares11.46%2026-06-302026-08-07

LLY ELI LILLY & CO47.8K shares29.77%2026-06-302026-08-07

VISA INC VISA INC161.0K shares24.17%2026-06-302026-08-07

CAT CATERPILLAR INC47.0K shares-17.05%2026-06-302026-08-07

GOOG ALPHABET INC134.1K shares-3.59%2026-06-302026-08-07

Sponsored

XLK SELECT SECTOR SPDR TR246.3K shares-2.72%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION49.8K shares-7.41%2026-06-302026-08-07

BROADCOM INC BROADCOM INC114.5K shares-0.37%2026-06-302026-08-07

RSP INVESCO EXCHANGE TRADED FD T198.7K shares-1.32%2026-06-302026-08-07

IWM ISHARES TR137.9K shares-6.90%2026-06-302026-08-07

EA SERIES TRUST EA SERIES TRUST1.4M shares-0.07%2026-06-302026-08-07

SHY ISHARES TR476.2K shares13.38%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP282.4K shares-13.38%2026-06-302026-08-07

Sponsored

SGOV ISHARES TR370.3K shares-16.00%2026-06-302026-08-07

VGIT VANGUARD SCOTTSDALE FDS612.9K shares21.41%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC63.2K shares-9.99%2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F686.0K shares-2.61%2026-06-302026-08-07

SPMD SPDR SERIES TRUST497.8K shares23.58%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL64.9K shares-1.49%2026-06-302026-08-07

IWR ISHARES TR293.5K shares-8.36%2026-06-302026-08-07

MRK MERCK & CO INC250.0K shares7.15%2026-06-302026-08-07

Sponsored

VTV VANGUARD INDEX FDS139.5K shares-0.13%2026-06-302026-08-07

MUB ISHARES TR268.7K shares1.47%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS75.2K shares2.40%2026-06-302026-08-07

VUG VANGUARD INDEX FDS312.9K shares498.10%2026-06-302026-08-07

TLT ISHARES TR293.5K shares24.08%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON98.6K shares-3.94%2026-06-302026-08-07

IAU ISHARES GOLD TR330.1K shares0.36%2026-06-302026-08-07

VOT VANGUARD INDEX FDS79.2K shares-18.89%2026-06-302026-08-07

Sponsored

AMD ADVANCED MICRO DEVICES INC41.2K shares-24.20%2026-06-302026-08-07

BK BANK OF NY MELLON CORP163.8K shares-22.36%2026-06-302026-08-07

QUANTA SVCS INC QUANTA SVCS INC32.8K shares-16.51%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR438.5K shares-2.52%2026-06-302026-08-07

CMI CUMMINS INC32.6K shares-5.49%2026-06-302026-08-07

ADI ANALOG DEVICES INC57.3K shares13.79%2026-06-302026-08-07

GE GE AEROSPACE60.2K shares-12.94%2026-06-302026-08-07

BAC BANK OF AMER CORP394.5K shares100.59%2026-06-302026-08-07

Sponsored

DELL DELL TECHNOLOGIES INC51.9K shares-29.53%2026-06-302026-08-07

TJX TJX COS INC NEW143.8K shares-30.96%2026-06-302026-08-07

APH AMPHENOL CORP123.5K shares132.96%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC18.4K shares43.12%2026-06-302026-08-07

EZU ISHARES INC289.1K shares0.73%2026-06-302026-08-07

PFF ISHARES TR653.0K shares-21.62%2026-06-302026-08-07

ISHARES TR ISHARES TR197.7K shares12.83%2026-06-302026-08-07

SPYD SPDR SERIES TRUST400.9K shares2.25%2026-06-302026-08-07

Sponsored

PANW PALO ALTO NETWORKS INC56.0K shares4.26%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F215.8K shares1.54%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR113.1K shares1.22%2026-06-302026-08-07

AMGN AMGEN INC48.5K shares34.97%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL78.5K shares7.92%2026-06-302026-08-07

HWM HOWMET AEROSPACE INC64.7K shares-1.44%2026-06-302026-08-07

ETN EATON CORP PLC39.7K shares373.24%2026-06-302026-08-07

GLD SPDR GOLD TR44.8K shares-0.72%2026-06-302026-08-07

Sponsored

CBOE CBOE GLOBAL MKTS INC67.2K shares-1.85%2026-06-302026-08-07

SUB ISHARES TR149.8K shares1.32%2026-06-302026-08-07

DE DEERE & CO25.0K shares-1.87%2026-06-302026-08-07

TIP ISHARES TR144.8K shares-30.84%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS66.3K shares-0.84%2026-06-302026-08-07

VRT VERTIV HOLDINGS CO45.9K shares34.15%2026-06-302026-08-07

VB VANGUARD INDEX FDS48.6K shares-0.25%2026-06-302026-08-07

CASY CASEYS GEN STORES INC18.2K shares-23.50%2026-06-302026-08-07

Sponsored

GEV GE VERNOVA INC11.7K shares337.40%2026-06-302026-08-07

ALL ALLSTATE CORP57.3K shares456.60%2026-06-302026-08-07

XLI SELECT SECTOR SPDR TR73.6K shares0.86%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC13.3K shares-1.41%2026-06-302026-08-07

PG PROCTER & GAMBLE CO91.9K shares-2.19%2026-06-302026-08-07

ABBVIE INC ABBVIE INC53.4K shares1.23%2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR422.7K shares0.51%2026-06-302026-08-07

KEYS KEYSIGHT TECHNOLOGIES INC38.0K shares9.56%2026-06-302026-08-07

Sponsored

AVUV AMERICAN CENTY ETF TR103.5K shares-2.89%2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING IN54.5K shares1432.42%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC138.3K shares-2.33%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC16.7K shares-22.77%2026-06-302026-08-07

CVX CHEVRON CORPORATION73.0K shares-11.19%2026-06-302026-08-07

IWF ISHARES TR97.2K shares251.77%2026-06-302026-08-07

UNP UNION PAC CORP44.1K shares44.38%2026-06-302026-08-07

FEOE RBB FUND TRUST223.3K shares1.76%2026-06-302026-08-07

Sponsored

VOO VANGUARD INDEX FDS17.3K shares4.77%2026-06-302026-08-07

GLW CORNING INC46.3K shares58.24%2026-06-302026-08-07

XLB SELECT SECTOR SPDR TR232.1K shares0.31%2026-06-302026-08-07

XLE SELECT SECTOR SPDR TR221.3K shares-16.37%2026-06-302026-08-07

WST WEST PHARMACEUTICAL SVSC INC32.6K sharesnew addition2026-06-302026-08-07

SRE SEMPRA126.0K shares5.51%2026-06-302026-08-07

DOV DOVER CORP51.7K shares35.22%2026-06-302026-08-07

MPWR MONOLITHIC PWR SYS INC8.3K shares8.51%2026-06-302026-08-07

Sponsored

TMUS T-MOBILE US INC64.4K shares-18.78%2026-06-302026-08-07

ABNB AIRBNB INC74.6K sharesnew addition2026-06-302026-08-07

VO VANGUARD INDEX FDS130.6K shares292.64%2026-06-302026-08-07

DIS DISNEY WALT CO106.3K shares-4.34%2026-06-302026-08-07

BIIB BIOGEN INC47.3K shares3.81%2026-06-302026-08-07

MUNI PIMCO ETF TR191.5K shares7.68%2026-06-302026-08-07

FBND FIDELITY MERRIMACK STR TR218.4K shares2.99%2026-06-302026-08-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR217.3K shares0.70%2026-06-302026-08-07

Sponsored

PSA PUBLIC STORAGE30.9K shares13.74%2026-06-302026-08-07

PGR PROGRESSIVE CORP43.8K shares-24.50%2026-06-302026-08-07

ORACLE CORP ORACLE CORP65.1K shares-5.72%2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED27.9K shares8.99%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.132.3K shares-43.34%2026-06-302026-08-07

HYG ISHARES TR117.9K shares34.26%2026-06-302026-08-07

IEX IDEX CORP41.4K sharesnew addition2026-06-302026-08-07

PFE PFIZER INC390.0K shares-1.06%2026-06-302026-08-07

Sponsored

LRCX LAM RESEARCH CORP21.6K shares-4.99%2026-06-302026-08-07

USIG ISHARES TR180.9K shares34.17%2026-06-302026-08-07

EMBX VANECK FDS180.4K shares3.24%2026-06-302026-08-07

CRM SALESFORCE INC59.0K shares509.98%2026-06-302026-08-07

WAB WABTEC33.9K shares35.13%2026-06-302026-08-07

XLC SELECT SECTOR SPDR TR84.3K shares-0.95%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED17.5K shares0.89%2026-06-302026-08-07

TGT TARGET CORP68.2K shares1712.01%2026-06-302026-08-07

Sponsored

MCD MCDONALDS CORP32.0K shares-20.90%2026-06-302026-08-07

FDX FEDEX CORP27.5K shares-0.09%2026-06-302026-08-07

PEP PEPSICO INC63.0K shares-8.65%2026-06-302026-08-07

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION57.6K shares14.88%2026-06-302026-08-07

HYMB SPDR SERIES TRUST330.3K shares10.42%2026-06-302026-08-07

FREEPORT MCMORAN INC FREEPORT MCMORAN INC132.7K shares-3.53%2026-06-302026-08-07

COR CENCORA INC29.0K shares-10.31%2026-06-302026-08-07

HD HOME DEPOT INC23.2K shares-27.42%2026-06-302026-08-07

Sponsored

VZ VERIZON COMMUNICATIONS INC190.9K shares-2.28%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS28.6K shares-8.82%2026-06-302026-08-07

PHYS SPROTT ASSET MANAGEMENT LP265.4K shares11.94%2026-06-302026-08-07

VHT VANGUARD WORLD FD26.6K shares-11.07%2026-06-302026-08-07

COF CAPITAL ONE FINL CORP39.6K shares-2.91%2026-06-302026-08-07

ALGN ALIGN TECHNOLOGY INC46.1K sharesnew addition2026-06-302026-08-07

PYLD PIMCO ETF TR282.7K shares-9.83%2026-06-302026-08-07

ED CONSOLIDATED EDISON INC67.6K shares5.21%2026-06-302026-08-07

Sponsored

MGMT UNIFIED SER TR145.1K shares-0.28%2026-06-302026-08-07

GQI NATIXIS ETF TR122.7K shares2.32%2026-06-302026-08-07

WMT WALMART INC62.8K shares5.63%2026-06-302026-08-07

COLUMBIA ETF TR I COLUMBIA ETF TR I237.2K sharesnew addition2026-06-302026-08-07

DECK DECKERS OUTDOOR CORP70.4K sharesnew addition2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC16.5K shares39.10%2026-06-302026-08-07

LHX L3HARRIS TECHNOLOGIES INC23.1K shares-5.73%2026-06-302026-08-07

PJUN INNOVATOR ETFS TRUST155.2K shares1110.82%2026-06-302026-08-07

Sponsored

ABT ABBOTT LABORATORIES73.5K shares-68.46%2026-06-302026-08-07

BSX BOSTON SCIENTIFIC CORP155.9K shares1923.70%2026-06-302026-08-07

KMI KINDER MORGAN INC DEL206.3K shares-5.63%2026-06-302026-08-07

MDY STATE STR SPDR S&P MIDCAP 409.4K shares-14.99%2026-06-302026-08-07

IJR ISHARES TR43.8K shares0.35%2026-06-302026-08-07

AIRR FIRST TR EXCHANGE TRADED FD48.2K shares-12.43%2026-06-302026-08-07

ITOT ISHARES TR39.0K shares-6.62%2026-06-302026-08-07

ANET ARISTA NETWORKS INC37.7K shares-12.96%2026-06-302026-08-07

Sponsored

EXR EXTRA SPACE STORAGE INC43.7K shares38.69%2026-06-302026-08-07

MHD BLACKROCK MUNIHOLDINGS FD IN521.7K shares0.27%2026-06-302026-08-07

BLK BLACKROCK INC6.4K shares6.82%2026-06-302026-08-07

GEN GEN DIGITAL INC244.4K shares143.81%2026-06-302026-08-07

EQIX EQUINIX INC5.7K shares-1.45%2026-06-302026-08-07

TSLA TESLA INC14.1K shares2.80%2026-06-302026-08-07

SCHV SCHWAB STRATEGIC TR169.2K shares4.98%2026-06-302026-08-07

PSX PHILLIPS 6634.8K shares-2.64%2026-06-302026-08-07

Sponsored

SCHG SCHWAB STRATEGIC TR173.7K shares-0.23%2026-06-302026-08-07

QCOM QUALCOMM INC31.8K shares-64.70%2026-06-302026-08-07

ROK ROCKWELL AUTOMATION INC11.7K shares773.59%2026-06-302026-08-07

AEP AMERICAN ELEC PWR CO INC42.4K shares-6.46%2026-06-302026-08-07

NUE NUCOR CORP25.7K shares8.19%2026-06-302026-08-07

VGT VANGUARD WORLD FD47.9K shares694.04%2026-06-302026-08-07

MEDTRONIC PLC MEDTRONIC PLC72.6K shares-65.68%2026-06-302026-08-07

MPC MARATHON PETE CORP22.2K shares-2.35%2026-06-302026-08-07

Sponsored

CMDT PIMCO ETF TR184.2K shares0.91%2026-06-302026-08-07

USMV ISHARES TR58.5K shares-0.11%2026-06-302026-08-07

XLY SELECT SECTOR SPDR TR48.0K shares-0.12%2026-06-302026-08-07

KORP AMERICAN CENTY ETF TR119.9K shares2.01%2026-06-302026-08-07

SJM SMUCKER J M CO49.7K shares20.20%2026-06-302026-08-07

LABCORP HOLDINGS INC LABCORP HOLDINGS INC19.9K shares24.11%2026-06-302026-08-07

KO COCA COLA CO68.2K shares0.40%2026-06-302026-08-07

CORP PIMCO ETF TR55.9K shares5.22%2026-06-302026-08-07

Sponsored

GILD GILEAD SCIENCES INC41.1K shares-3.17%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION26.9K shares-0.14%2026-06-302026-08-07

YUM YUM BRANDS INC30.9K shares16.90%2026-06-302026-08-07

SBUX STARBUCKS CORP48.0K shares-0.74%2026-06-302026-08-07

CLOI VANECK ETF TRUST89.4K shares0.33%2026-06-302026-08-07

COP CONOCOPHILLIPS45.4K shares-7.86%2026-06-302026-08-07

PAYX PAYCHEX INC47.8K sharesnew addition2026-06-302026-08-07

WTW WILLIS TOWERS WATSON PLC LTD17.9K shares-8.74%2026-06-302026-08-07

Sponsored

VXF VANGUARD INDEX FDS19.0K shares-1.03%2026-06-302026-08-07

ORLY OREILLY AUTOMOTIVE INC50.1K shares-17.96%2026-06-302026-08-07

FMTM EA SERIES TRUST104.2K shares6.78%2026-06-302026-08-07

VPU VANGUARD WORLD FD23.2K shares-12.42%2026-06-302026-08-07

AMCOR PLC AMCOR PLC103.9K shares-58.51%2026-06-302026-08-07

ADM ARCHER DANIELS MIDLAND CO58.3K shares-2.44%2026-06-302026-08-07

IJH ISHARES TR57.3K shares1.77%2026-06-302026-08-07

SPDR SERIES TRUST SPDR SERIES TRUST50.0K shares4.06%2026-06-302026-08-07

Sponsored

OEF ISHARES TR11.9K shares-1.91%2026-06-302026-08-07

F FORD MTR CO312.8K shares2584.63%2026-06-302026-08-07

GM GENERAL MTRS CO55.2K shares-4.24%2026-06-302026-08-07

VTES VANGUARD WELLINGTON FD41.8K shares-1.18%2026-06-302026-08-07

SCHB SCHWAB STRATEGIC TR143.6K shares-4.66%2026-06-302026-08-07

ARM ARM HOLDINGS PLC11.7K sharesnew addition2026-06-302026-08-07

IWB ISHARES TR10.0K shares-7.56%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC8.5K shares3.41%2026-06-302026-08-07

Sponsored

JBL JABIL INC10.5K shares11.17%2026-06-302026-08-07

XLP SELECT SECTOR SPDR TR48.2K shares-0.85%2026-06-302026-08-07

GOVT ISHARES TR174.5K shares22.56%2026-06-302026-08-07

SCHX SCHWAB STRATEGIC TR134.9K shares-0.16%2026-06-302026-08-07

DGII DIGI INTL INC52.9K shares5.56%2026-06-302026-08-07

CFG CITIZENS FINL GROUP INC56.3K sharesnew addition2026-06-302026-08-07

SMH VANECK ETF TRUST6.0K shares-36.49%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP7.7K shares-3.99%2026-06-302026-08-07

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD41.6K shares-5.44%2026-06-302026-08-07

INTC INTEL CORP27.7K shares-9.60%2026-06-302026-08-07

O REALTY INCOME CORP61.9K shares0.39%2026-06-302026-08-07

BTT BLACKROCK MUN TARGET TERM TR166.7K shares0.00%2026-06-302026-08-07

EVSD MORGAN STANLEY ETF TRUST74.2K sharesnew addition2026-06-302026-08-07

UPS UNITED PARCEL SVCS INC34.2K shares319.25%2026-06-302026-08-07

IESC IES HOLDINGS INC5.0K shares10.64%2026-06-302026-08-07

EXPD EXPEDITORS INTL WASH INC22.2K shares-1.85%2026-06-302026-08-07

Sponsored

IEF ISHARES TR37.9K shares28.98%2026-06-302026-08-07

RSG REPUBLIC SVCS INC16.7K shares-1.50%2026-06-302026-08-07

QUAL ISHARES TR16.2K shares-2.85%2026-06-302026-08-07

ONTO ONTO INNOVATION INC9.2K shares3.87%2026-06-302026-08-07

SLB SLB LIMITED74.9K shares47.31%2026-06-302026-08-07

SHYG ISHARES TR81.9K sharesnew addition2026-06-302026-08-07

VIK VIKING HOLDINGS LTD33.1K shares12.35%2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC4.5K shares-18.59%2026-06-302026-08-07

Sponsored

DFSV DIMENSIONAL ETF TRUST88.5K shares9.53%2026-06-302026-08-07

AOR ISHARES TR49.3K shares-1.87%2026-06-302026-08-07

CMCSA COMCAST CORP NEW137.5K shares16.81%2026-06-302026-08-07

CCJ CAMECO CORP33.0K shares-36.65%2026-06-302026-08-07

UBER UBER TECHNOLOGIES INC46.4K shares54.19%2026-06-302026-08-07

PNR PENTAIR PLC43.6K shares-12.31%2026-06-302026-08-07

SLYG SPDR SERIES TRUST27.6K shares106.47%2026-06-302026-08-07

APPLE HOSPITALITY REIT INC APPLE HOSPITALITY REIT INC194.6K shares-17.47%2026-06-302026-08-07

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC14.3K sharesnew addition2026-06-302026-08-07

TFC TRUIST FINL CORP63.7K shares-2.74%2026-06-302026-08-07

ARKB ARK 21SHARES BITCOIN ETF162.0K shares0.00%2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC14.2K sharesnew addition2026-06-302026-08-07

CNQ CANADIAN NAT RES LTD MED TER79.6K shares-10.14%2026-06-302026-08-07

SNA SNAP ON INC7.6K shares-2.27%2026-06-302026-08-07

ZOETIS INC ZOETIS INC41.8K shares-17.71%2026-06-302026-08-07

TXN TEXAS INSTRS INC10.1K shares-2.93%2026-06-302026-08-07

Sponsored

NDSN NORDSON CORP9.9K shares75.56%2026-06-302026-08-07

FFIV F5 INC7.1K shares217.76%2026-06-302026-08-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND23.8K shares-8.27%2026-06-302026-08-07

TKO TKO GROUP HOLDINGS INC14.7K shares-21.26%2026-06-302026-08-07

MINO PIMCO ETF TR64.5K shares19.83%2026-06-302026-08-07

BND VANGUARD BD INDEX FDS40.0K shares-9.68%2026-06-302026-08-07

APPLOVIN CORP APPLOVIN CORP5.5K shares-34.00%2026-06-302026-08-07

JEPI J P MORGAN EXCHANGE TRADED F49.1K shares-7.96%2026-06-302026-08-07

Sponsored

VSDM VANGUARD MUN BD FDS35.9K shares9.80%2026-06-302026-08-07

BDX BECTON DICKINSON & CO17.7K shares-13.57%2026-06-302026-08-07

LUMENTUM HLDGS INC LUMENTUM HLDGS INC3.1K shares507.47%2026-06-302026-08-07

CORT CORCEPT THERAPEUTICS INC30.2K shares0.00%2026-06-302026-08-07

BILS SPDR SERIES TRUST26.4K shares-1.39%2026-06-302026-08-07

SCHE SCHWAB STRATEGIC TR72.3K shares-26.25%2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP28.4K shares-0.31%2026-06-302026-08-07

NSC NORFOLK SOUTHN CORP8.3K shares3.42%2026-06-302026-08-07

Sponsored

VEA VANGUARD TAX-MANAGED FDS36.6K shares3.68%2026-06-302026-08-07

AEE AMEREN CORP22.9K shares-1.76%2026-06-302026-08-07

VTEB VANGUARD MUN BD FDS50.9K shares-27.25%2026-06-302026-08-07

FAST FASTENAL CO53.2K shares545.48%2026-06-302026-08-07

LIN LINDE PLC4.9K shares0.49%2026-06-302026-08-07

CLS CELESTICA INC6.9K shares5.54%2026-06-302026-08-07

PNOV INNOVATOR ETFS TRUST56.2K shares-4.15%2026-06-302026-08-07

IBKR INTERACTIVE BROKERS GROUP IN28.5K sharesnew addition2026-06-302026-08-07

Sponsored

SLV ISHARES SILVER TR46.1K shares94.10%2026-06-302026-08-07

DOMINION ENERGY INC DOMINION ENERGY INC36.1K shares-9.65%2026-06-302026-08-07

NTCT NETSCOUT SYS INC55.7K shares92.27%2026-06-302026-08-07

BLV VANGUARD BD INDEX FDS35.2K shares2.54%2026-06-302026-08-07

LOW LOWES COS INC10.8K shares-2.09%2026-06-302026-08-07

OUST OUSTER INC38.2K sharesnew addition2026-06-302026-08-07

PWRD TCW ETF TRUST19.4K shares5.54%2026-06-302026-08-07

NVT NVENT ELEC PLC14.1K shares17.07%2026-06-302026-08-07

Sponsored

VWO VANGUARD INTL EQUITY INDEX F39.9K shares-6.67%2026-06-302026-08-07

RSPU INVESCO EXCHANGE TRADED FD T29.2K shares-7.61%2026-06-302026-08-07

GRID FIRST TR EXCHANGE-TRADED FD12.3K shares10.84%2026-06-302026-08-07

MUC BLACKROCK MUNIHLDNGS CALI214.0K shares-18.28%2026-06-302026-08-07

SCHA SCHWAB STRATEGIC TR64.0K shares-1.44%2026-06-302026-08-07

VIRT VIRTU FINL INC38.6K sharesnew addition2026-06-302026-08-07

NEM NEWMONT CORP24.3K shares-89.88%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC12.5K shares-0.94%2026-06-302026-08-07

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC6.9K shares-0.91%2026-06-302026-08-07

PLXS PLEXUS CORP7.5K shares15.55%2026-06-302026-08-07

MNST MONSTER BEVERAGE CORP NEW23.5K shares-1.00%2026-06-302026-08-07

XLRE SELECT SECTOR SPDR TR51.3K shares4.14%2026-06-302026-08-07

CBRS CEREBRAS SYSTEMS INC10.1K sharesnew addition2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO38.1K shares-4.34%2026-06-302026-08-07

LION2 LIONSGATE STUDIOS CORP143.1K shares137.93%2026-06-302026-08-07

PFG PRINCIPAL FINANCIAL GROUP IN20.3K shares-4.92%2026-06-302026-08-07

Sponsored

CDNS CADENCE DESIGN SYSTEM INC5.7K shares-3.22%2026-06-302026-08-07

C CITIGROUP INC15.2K shares-4.86%2026-06-302026-08-07

LAMR LAMAR ADVERTISING CO13.6K shares159.83%2026-06-302026-08-07

NBIS NEBIUS GROUP N.V.7.7K shares-5.47%2026-06-302026-08-07

KMB KIMBERLY-CLARK CORP19.2K shares-9.50%2026-06-302026-08-07

3M CO 3M CO13.0K shares0.03%2026-06-302026-08-07

IBIT ISHARES BITCOIN TRUST ETF61.9K shares-12.70%2026-06-302026-08-07

ASML ASML HLDG NV1.0K shares-15.51%2026-06-302026-08-07

Sponsored

VNQ VANGUARD INDEX FDS21.2K shares-15.48%2026-06-302026-08-07

ALPS ETF TR ALPS ETF TR39.0K shares15.74%2026-06-302026-08-07

IXC ISHARES TR41.1K shares-0.22%2026-06-302026-08-07

IBB ISHARES TR10.6K shares2.56%2026-06-302026-08-07

SYK STRYKER CORPORATION6.4K shares-23.20%2026-06-302026-08-07

IWV ISHARES TR4.6K shares-1.51%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO5.8K shares-2.08%2026-06-302026-08-07

EIM EATON VANCE MUN BD FD197.7K shares-1.63%2026-06-302026-08-07

Sponsored

TMO THERMO FISHER SCIENTIFIC INC3.9K shares15.51%2026-06-302026-08-07

USB US BANCORP31.7K shares-7.77%2026-06-302026-08-07

HSY HERSHEY CO10.9K shares-17.04%2026-06-302026-08-07

NOC NORTHROP GRUMMAN CORP3.8K shares17.75%2026-06-302026-08-07

RMD RESMED INC9.8K shares-7.31%2026-06-302026-08-07

JIRE J P MORGAN EXCHANGE TRADED F23.1K shares-2.81%2026-06-302026-08-07

VTR VENTAS INC21.3K shares-2.81%2026-06-302026-08-07

MS MORGAN STANLEY9.0K shares-3.38%2026-06-302026-08-07

Sponsored

COHR COHERENT CORP4.8K shares60.51%2026-06-302026-08-07

ROST ROSS STORES INC8.8K shares15.31%2026-06-302026-08-07

CSRE COHEN & STEERS ETF TRUST65.2K shares35.29%2026-06-302026-08-07

AER AERCAP HOLDINGS NV12.7K shares9.59%2026-06-302026-08-07

PAAA PGIM ETF TR36.0K sharesnew addition2026-06-302026-08-07

URI UNITED RENTALS INC1.6K shares-2.58%2026-06-302026-08-07

VV VANGUARD INDEX FDS5.3K shares-5.16%2026-06-302026-08-07

GPN GLOBAL PMTS INC25.1K shares-22.25%2026-06-302026-08-07

Sponsored

ARCH CAP GROUP LTD ARCH CAP GROUP LTD18.7K shares55.74%2026-06-302026-08-07

KEMX KRANESHARES TRUST34.5K sharesnew addition2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW14.1K shares0.72%2026-06-302026-08-07

KNF KNIFE RIVER CORP21.2K shares0.73%2026-06-302026-08-07

SCHO SCHWAB STRATEGIC TR73.1K shares-42.17%2026-06-302026-08-07

SCHM SCHWAB STRATEGIC TR47.7K shares-1.53%2026-06-302026-08-07

STRL STERLING INFRASTRUCTURE INC2.1K shares-36.03%2026-06-302026-08-07

WPM WHEATON PRECIOUS METALS CORP15.5K shares0.00%2026-06-302026-08-07

Sponsored

ISRG INTUITIVE SURGICAL INC4.3K shares-6.84%2026-06-302026-08-07

EME EMCOR GROUP INC2.1K shares-10.91%2026-06-302026-08-07

ENB ENBRIDGE INC31.5K shares-2.04%2026-06-302026-08-07

QDPL PACER FDS TR37.8K shares-35.35%2026-06-302026-08-07

FPE FIRST TR EXCH TRADED FD III95.2K shares-64.50%2026-06-302026-08-07

EXEL EXELIXIS INC31.0K sharesnew addition2026-06-302026-08-07

TYA SIMPLIFY EXCHANGE TRADED FUN131.3K sharesnew addition2026-06-302026-08-07

SHW SHERWIN WILLIAMS CO4.9K shares0.25%2026-06-302026-08-07

Sponsored

VOX VANGUARD WORLD FD9.1K shares-8.69%2026-06-302026-08-07

MDLZ MONDELEZ INTL INC28.6K shares-0.33%2026-06-302026-08-07

MTBA SIMPLIFY EXCHANGE TRADED FUN33.8K sharesnew addition2026-06-302026-08-07

GBCI GLACIER BANCORP INC NEW32.1K shares0.00%2026-06-302026-08-07

MYI BLACKROCK MUNIYIELD QUALITY145.4K shares0.50%2026-06-302026-08-07

HACK AMPLIFY ETF TR15.2K shares-0.07%2026-06-302026-08-07

MAR MARRIOTT INTL INC NEW4.2K shares-47.79%2026-06-302026-08-07

SNX TD SYNNEX CORPORATION5.8K shares27.91%2026-06-302026-08-07

Sponsored

NUKZ EXCHANGE TRADED CONCEPTS TRU22.9K shares9.37%2026-06-302026-08-07

MTRN MATERION CORP5.2K shares-41.41%2026-06-302026-08-07

PDEC INNOVATOR ETFS TRUST33.4K shares189.77%2026-06-302026-08-07

AFB ALLIANCEBERNSTEIN NATL MUN I134.3K shares28.95%2026-06-302026-08-07

VPL VANGUARD INTL EQUITY INDEX F13.2K shares-0.72%2026-06-302026-08-07

XEL XCEL ENERGY INC18.9K shares-5.56%2026-06-302026-08-07

WCMI FIRST TR EXCHANGE-TRADED FD76.1K shares131.08%2026-06-302026-08-07

MKC MCCORMICK & CO INC29.4K shares-8.25%2026-06-302026-08-07

Sponsored

CIEN CIENA CORP3.0K shares-50.56%2026-06-302026-08-07

MDU MDU RES GROUP INC68.2K shares0.86%2026-06-302026-08-07

ARW ARROW ELECTRS INC6.8K shares28.18%2026-06-302026-08-07

SLVR SPROTT FDS TR28.7K sharesnew addition2026-06-302026-08-07

TEL TE CONNECTIVITY PLC7.2K shares-1.92%2026-06-302026-08-07

SDY SPDR SERIES TRUST9.5K shares0.00%2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS9.1K shares-5.48%2026-06-302026-08-07

VRTX VERTEX PHARMACEUTICALS INC2.9K shares1.17%2026-06-302026-08-07

Sponsored

DVY ISHARES TR9.1K shares-2.77%2026-06-302026-08-07

IWD ISHARES TR5.8K shares-7.92%2026-06-302026-08-07

DTCR GLOBAL X FDS46.1K shares-1.91%2026-06-302026-08-07

PAPR INNOVATOR ETFS TRUST32.8K shares150.36%2026-06-302026-08-07

MQY BLACKROCK MUNIYILD QULT FD I118.5K shares-1.90%2026-06-302026-08-07

UL UNILEVER PLC22.9K shares-31.60%2026-06-302026-08-07

EOG EOG RES INC10.5K shares-3.25%2026-06-302026-08-07

TER TERADYNE INC2.8K shares-36.36%2026-06-302026-08-07

Sponsored

VTHR VANGUARD SCOTTSDALE FDS4.1K shares1.03%2026-06-302026-08-07

BX BLACKSTONE INC11.5K shares-11.50%2026-06-302026-08-07

CTAS CINTAS CORP8.0K shares-15.80%2026-06-302026-08-07

IHI ISHARES TR27.4K shares-1.59%2026-06-302026-08-07

SBLK STAR BULK CARRIERS CORP.54.2K shares3.37%2026-06-302026-08-07

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP4.2K shares-22.22%2026-06-302026-08-07

MEDP MEDPACE HLDGS INC2.5K shares-4.53%2026-06-302026-08-07

ITT ITT INC6.6K shares2.55%2026-06-302026-08-07

Sponsored

VEEV VEEVA SYS INC7.4K sharesnew addition2026-06-302026-08-07

NKE NIKE INC31.7K shares1.87%2026-06-302026-08-07

CGBL CAPITAL GROUP CORE BALANCED33.9K shares11.84%2026-06-302026-08-07

ITW ILLINOIS TOOL WKS INC4.8K shares-42.00%2026-06-302026-08-07

IWO ISHARES TR3.3K shares-42.57%2026-06-302026-08-07

IYW ISHARES TR5.1K shares0.00%2026-06-302026-08-07

INVH INVITATION HOMES INC42.3K sharesnew addition2026-06-302026-08-07

FTNT FORTINET INC8.3K sharesnew addition2026-06-302026-08-07

Sponsored

BA BOEING CO5.9K shares-2.08%2026-06-302026-08-07

MMIT NEW YORK LIFE INVTS ACTIVE E51.7K shares14.35%2026-06-302026-08-07

SMTC SEMTECH CORP7.7K sharesnew addition2026-06-302026-08-07

FTDR FRONTDOOR INC15.8K sharesnew addition2026-06-302026-08-07

TREKOR METALS LTD TREKOR METALS LTD178.1K sharesnew addition2026-06-302026-08-07

GRMN GARMIN LTD5.1K shares-2.78%2026-06-302026-08-07

MSCI MSCI INC2.2K shares2.71%2026-06-302026-08-07

IXN ISHARES TR8.2K shares-29.29%2026-06-302026-08-07

Sponsored

SYY SYSCO CORP14.1K shares-3.60%2026-06-302026-08-07

GXO LOGISTICS INCORPORATED GXO LOGISTICS INCORPORATED23.1K shares-4.62%2026-06-302026-08-07

XPO XPO INC5.7K shares-29.99%2026-06-302026-08-07

IEUR ISHARES TR15.4K shares-2.53%2026-06-302026-08-07

MYN BLACKROCK MUNIYIELD N Y QUAL113.3K shares0.00%2026-06-302026-08-07

VLO VALERO ENERGY CORP4.3K shares-88.28%2026-06-302026-08-07

BSV VANGUARD BD INDEX FDS14.5K shares-9.92%2026-06-302026-08-07

FIX COMFORT SYS USA INC568 sharesnew addition2026-06-302026-08-07

Sponsored

VCRM VANGUARD MUN BD FDS14.7K shares67.05%2026-06-302026-08-07

CSQ CALAMOS STRATEGIC TOTAL RETU54.1K shares0.84%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP1.1K shares-0.36%2026-06-302026-08-07

AXON AXON ENTERPRISE INC1.9K shares-0.41%2026-06-302026-08-07

KTF DWS MUN INCOME TR117.2K shares-3.06%2026-06-302026-08-07

AMT AMERICAN TOWER CORP6.5K shares128.16%2026-06-302026-08-07

PACH PIONEER ACQUISITION I CORP104.1K shares0.00%2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR37.9K shares-4.41%2026-06-302026-08-07

Sponsored

MELI MERCADOLIBRE INC617 shares-6.52%2026-06-302026-08-07

SMFG SUMITOMO MITSUI FIN GRP INC44.4K shares16.27%2026-06-302026-08-07

CEF SPROTT ASSET MANAGEMENT LP25.9K shares14.14%2026-06-302026-08-07

POWI POWER INTEGRATIONS INC12.4K sharesnew addition2026-06-302026-08-07

TBLD THORNBURG INCM BUILDER OPP T47.0K shares-0.52%2026-06-302026-08-07

IAT ISHARES TR16.6K shares-10.19%2026-06-302026-08-07

SOXX ISHARES TR1.6K shares-3.63%2026-06-302026-08-07

NBXG NEUBERGER NEXT GENERATION61.7K shares-3.84%2026-06-302026-08-07

Sponsored

GRANITE CONSTR INC GRANITE CONSTR INC6.4K sharesnew addition2026-06-302026-08-07

FMDE FIDELITY COVINGTON TRUST25.0K shares0.26%2026-06-302026-08-07

GDV GABELLI DIVID & INCOME TR34.4K shares-7.71%2026-06-302026-08-07

POCT INNOVATOR ETFS TRUST21.7K shares17.90%2026-06-302026-08-07

FINS ANGEL OAK FINL STRATEGIES IN77.8K shares-3.71%2026-06-302026-08-07

ZBH ZIMMER BIOMET HOLDINGS INC11.6K shares25.81%2026-06-302026-08-07

EEMV ISHARES INC13.1K shares-28.78%2026-06-302026-08-07

SKYY FIRST TR EXCHANGE-TRADED FD7.3K shares-23.39%2026-06-302026-08-07

Sponsored

PLAINS GP HLDGS L P PLAINS GP HLDGS L P40.2K shares-5.20%2026-06-302026-08-07

NHC NATIONAL HEALTHCARE CORP4.6K sharesnew addition2026-06-302026-08-07

ICF ISHARES TR14.2K shares-11.62%2026-06-302026-08-07

SFM SPROUTS FMRS MKT INC11.4K shares-4.75%2026-06-302026-08-07

ENFR ALPS ETF TR25.2K shares-25.24%2026-06-302026-08-07

HLIO HELIOS TECHNOLOGIES INC10.7K sharesnew addition2026-06-302026-08-07

CARR CARRIER GLOBAL CORPORATION12.9K shares-2.95%2026-06-302026-08-07

SWK STANLEY BLACK & DECKER INC10.1K shares-6.68%2026-06-302026-08-07

Sponsored

CVS CVS HEALTH CORP9.1K shares-5.00%2026-06-302026-08-07

APTIV PLC APTIV PLC15.4K shares-4.21%2026-06-302026-08-07

MO ALTRIA GROUP INC13.1K shares2.13%2026-06-302026-08-07

SHYD VANECK ETF TRUST40.9K shares6.79%2026-06-302026-08-07

DFAT DIMENSIONAL ETF TRUST13.4K shares-5.50%2026-06-302026-08-07

RHP RYMAN HOSPITALITY PPTYS INC7.2K shares-4.81%2026-06-302026-08-07

REGN REGENERON PHARMACEUTICALS1.5K shares-31.72%2026-06-302026-08-07

FI FISERV INC18.6K shares57.06%2026-06-302026-08-07

Sponsored

TRIP TRIPADVISOR INC66.5K shares-3.55%2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO9.4K shares10.71%2026-06-302026-08-07

PRU PRUDENTIAL FINL INC8.2K shares-17.74%2026-06-302026-08-07

VGK VANGUARD INTL EQUITY INDEX F10.0K shares-4.75%2026-06-302026-08-07

CW CURTISS WRIGHT CORP1.2K shares0.00%2026-06-302026-08-07

MTUM ISHARES TR2.6K shares6.63%2026-06-302026-08-07

IVW ISHARES TR6.4K shares0.61%2026-06-302026-08-07

PNC PNC FINL SVCS GROUP INC3.6K shares-12.62%2026-06-302026-08-07

Sponsored

APEX TREAS CORP APEX TREAS CORP86.3K shares0.00%2026-06-302026-08-07

SYF SYNCHRONY FINANCIAL11.3K shares-7.94%2026-06-302026-08-07

MCHPP MICROCHIP TECHNOLOGY INC.11.1K shares-4.33%2026-06-302026-08-07

SLM SLM CORP32.6K shares-9.30%2026-06-302026-08-07

QQQX NUVEEN NASDAQ 100 DYNAMIC OV28.0K shares-22.10%2026-06-302026-08-07

CVLT COMMVAULT SYS INC5.9K shares40.00%2026-06-302026-08-07

WIA WESTERN ASSET INFLT LNK INC103.3K shares-0.44%2026-06-302026-08-07

CIBR FIRST TR EXCHANGE-TRADED FD9.3K shares0.56%2026-06-302026-08-07

Sponsored

NLR VANECK ETF TRUST7.2K shares-12.14%2026-06-302026-08-07

KNTK KINETIK HOLDINGS INC17.0K shares-5.17%2026-06-302026-08-07

ULTA BEAUTY INC ULTA BEAUTY INC1.8K shares-62.88%2026-06-302026-08-07

EWBC EAST WEST BANCORP INC6.4K shares0.05%2026-06-302026-08-07

PJAN INNOVATOR ETFS TRUST16.4K shares-26.43%2026-06-302026-08-07

DT DYNATRACE INC18.4K sharesnew addition2026-06-302026-08-07

VMI VALMONT INDS INC1.4K shares0.00%2026-06-302026-08-07

ORIQ ORIGIN INVT CORP I78.3K shares0.00%2026-06-302026-08-07

Sponsored

PCAR PACCAR INC6.7K shares0.01%2026-06-302026-08-07

QQQM INVESCO EXCH TRADED FD TR II2.6K shares-7.06%2026-06-302026-08-07

CSX CSX CORP16.7K shares0.11%2026-06-302026-08-07

PSTL POSTAL REALTY TRUST INC31.8K shares-24.26%2026-06-302026-08-07

DOCU DOCUSIGN INC17.6K shares-2.74%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC1.6K shares5.66%2026-06-302026-08-07

PMAY INNOVATOR ETFS TRUST18.7K sharesnew addition2026-06-302026-08-07

T AT&T INC36.9K shares-11.53%2026-06-302026-08-07

Sponsored

BBY BEST BUY INC10.1K shares-5.29%2026-06-302026-08-07

SBRA SABRA HEALTH CARE REIT INC39.1K shares-2.12%2026-06-302026-08-07

NTRA NATERA INC2.8K sharesnew addition2026-06-302026-08-07

APPLIED INDL TECHNOLOGIES IN APPLIED INDL TECHNOLOGIES IN2.2K shares0.04%2026-06-302026-08-07

VANECK ETF TRUST VANECK ETF TRUST10.0K shares11.90%2026-06-302026-08-07

MRP MILLROSE PPTYS INC25.1K shares18.44%2026-06-302026-08-07

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-07

FLNG FLEX LNG LTD26.5K shares-5.29%2026-06-302026-08-07

Sponsored

MKTN FEDERATED HERMES ETF TRUST28.4K shares0.25%2026-06-302026-08-07

VICI VICI PPTYS INC27.7K shares-4.61%2026-06-302026-08-07

CUBE CUBESMART18.4K shares0.36%2026-06-302026-08-07

SHOP SHOPIFY INC6.4K shares-0.36%2026-06-302026-08-07

NEE-P NEXTERA ENERGY INC15.3K sharesnew addition2026-06-302026-08-07

HSIC SCHEIN HENRY INC8.8K shares-8.85%2026-06-302026-08-07

SETM SPROTT FDS TR23.4K shares22.94%2026-06-302026-08-07

WFC WELLS FARGO & CO8.7K shares0.36%2026-06-302026-08-07

Sponsored

DEO DIAGEO PLC8.9K shares-33.38%2026-06-302026-08-07

PAUG INNOVATOR ETFS TRUST15.6K shares27.43%2026-06-302026-08-07

ECL ECOLAB INC2.5K shares0.08%2026-06-302026-08-07

AFL AFLAC INC6.0K shares-2.23%2026-06-302026-08-07

ISHARES TR

0.49%

Shares270.0K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

0.57%

Shares617.8K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

710.84%

Shares507.6K

Event2026-06-30

Filed2026-08-07

SPDW

SPDR INDEX SHS FDS

16.19%

Shares2.3M

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

-12.25%

Shares1.1M

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-5.56%

Shares250.7K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

7.47%

Shares458.0K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-5.34%

Shares254.8K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

1.84%

Shares1.0M

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

29.47%

Shares733.9K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

8.37%

Shares1.5M

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.97%

Shares115.3K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

5.13%

Shares353.8K

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

19.35%

Shares1.4M

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-0.79%

Shares97.6K

Event2026-06-30

Filed2026-08-07

MBB

ISHARES TR

19.40%

Shares720.7K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-9.95%

Shares199.3K

Event2026-06-30

Filed2026-08-07

IGIB

ISHARES TR

11.95%

Shares1.2M

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

1.92%

Shares501.9K

Event2026-06-30

Filed2026-08-07

IGSB

ISHARES TR

11.46%

Shares1.1M

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

29.77%

Shares47.8K

Event2026-06-30

Filed2026-08-07

VISA INC

24.17%

Shares161.0K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-17.05%

Shares47.0K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-3.59%

Shares134.1K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

-2.72%

Shares246.3K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

-7.41%

Shares49.8K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-0.37%

Shares114.5K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

-1.32%

Shares198.7K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

-6.90%

Shares137.9K

Event2026-06-30

Filed2026-08-07

EA SERIES TRUST

-0.07%

Shares1.4M

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

13.38%

Shares476.2K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

-13.38%

Shares282.4K

Event2026-06-30

Filed2026-08-07

SGOV

ISHARES TR

-16.00%

Shares370.3K

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD SCOTTSDALE FDS

21.41%

Shares612.9K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-9.99%

Shares63.2K

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

-2.61%

Shares686.0K

Event2026-06-30

Filed2026-08-07

SPMD

SPDR SERIES TRUST

23.58%

Shares497.8K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.49%

Shares64.9K

Event2026-06-30

Filed2026-08-07

IWR

ISHARES TR

-8.36%

Shares293.5K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

7.15%

Shares250.0K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

-0.13%

Shares139.5K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

1.47%

Shares268.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

2.40%

Shares75.2K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

498.10%

Shares312.9K

Event2026-06-30

Filed2026-08-07

TLT

ISHARES TR

24.08%

Shares293.5K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-3.94%

Shares98.6K

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

0.36%

Shares330.1K

Event2026-06-30

Filed2026-08-07

VOT

VANGUARD INDEX FDS

-18.89%

Shares79.2K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

-24.20%

Shares41.2K

Event2026-06-30

Filed2026-08-07

BANK OF NY MELLON CORP

-22.36%

Shares163.8K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

-16.51%

Shares32.8K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

-2.52%

Shares438.5K

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

-5.49%

Shares32.6K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

13.79%

Shares57.3K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-12.94%

Shares60.2K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

100.59%

Shares394.5K

Event2026-06-30

Filed2026-08-07

DELL

DELL TECHNOLOGIES INC

-29.53%

Shares51.9K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

-30.96%

Shares143.8K

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP

132.96%

Shares123.5K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

43.12%

Shares18.4K

Event2026-06-30

Filed2026-08-07

EZU

ISHARES INC

0.73%

Shares289.1K

Event2026-06-30

Filed2026-08-07

PFF

ISHARES TR

-21.62%

Shares653.0K

Event2026-06-30

Filed2026-08-07

ISHARES TR

12.83%

Shares197.7K

Event2026-06-30

Filed2026-08-07

SPYD

SPDR SERIES TRUST

2.25%

Shares400.9K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

4.26%

Shares56.0K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

1.54%

Shares215.8K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

1.22%

Shares113.1K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

34.97%

Shares48.5K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

7.92%

Shares78.5K

Event2026-06-30

Filed2026-08-07

HWM

HOWMET AEROSPACE INC

-1.44%

Shares64.7K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

373.24%

Shares39.7K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

-0.72%

Shares44.8K

Event2026-06-30

Filed2026-08-07

CBOE

CBOE GLOBAL MKTS INC

-1.85%

Shares67.2K

Event2026-06-30

Filed2026-08-07

SUB

ISHARES TR

1.32%

Shares149.8K

Event2026-06-30

Filed2026-08-07

DEERE & CO

-1.87%

Shares25.0K

Event2026-06-30

Filed2026-08-07

TIP

ISHARES TR

-30.84%

Shares144.8K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

-0.84%

Shares66.3K

Event2026-06-30

Filed2026-08-07

VRT

VERTIV HOLDINGS CO

34.15%

Shares45.9K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-0.25%

Shares48.6K

Event2026-06-30

Filed2026-08-07

CASY

CASEYS GEN STORES INC

-23.50%

Shares18.2K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

337.40%

Shares11.7K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

456.60%

Shares57.3K

Event2026-06-30

Filed2026-08-07

XLI

SELECT SECTOR SPDR TR

0.86%

Shares73.6K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-1.41%

Shares13.3K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-2.19%

Shares91.9K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

1.23%

Shares53.4K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

0.51%

Shares422.7K

Event2026-06-30

Filed2026-08-07

KEYS

KEYSIGHT TECHNOLOGIES INC

9.56%

Shares38.0K

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

-2.89%

Shares103.5K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

1432.42%

Shares54.5K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

-2.33%

Shares138.3K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-22.77%

Shares16.7K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

-11.19%

Shares73.0K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

251.77%

Shares97.2K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

44.38%

Shares44.1K

Event2026-06-30

Filed2026-08-07

FEOE

RBB FUND TRUST

1.76%

Shares223.3K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

4.77%

Shares17.3K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

58.24%

Shares46.3K

Event2026-06-30

Filed2026-08-07

XLB

SELECT SECTOR SPDR TR

0.31%

Shares232.1K

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

-16.37%

Shares221.3K

Event2026-06-30

Filed2026-08-07

WST

WEST PHARMACEUTICAL SVSC INC

New

Shares32.6K

Event2026-06-30

Filed2026-08-07

SRE

SEMPRA

5.51%

Shares126.0K

Event2026-06-30

Filed2026-08-07

DOV

DOVER CORP

35.22%

Shares51.7K

Event2026-06-30

Filed2026-08-07

MPWR

MONOLITHIC PWR SYS INC

8.51%

Shares8.3K

Event2026-06-30

Filed2026-08-07

TMUS

T-MOBILE US INC

-18.78%

Shares64.4K

Event2026-06-30

Filed2026-08-07

ABNB

AIRBNB INC

New

Shares74.6K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

292.64%

Shares130.6K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

-4.34%

Shares106.3K

Event2026-06-30

Filed2026-08-07

BIIB

BIOGEN INC

3.81%

Shares47.3K

Event2026-06-30

Filed2026-08-07

MUNI

PIMCO ETF TR

7.68%

Shares191.5K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY MERRIMACK STR TR

2.99%

Shares218.4K

Event2026-06-30

Filed2026-08-07

SELECT SECTOR SPDR TR

0.70%

Shares217.3K

Event2026-06-30

Filed2026-08-07

PSA

PUBLIC STORAGE

13.74%

Shares30.9K

Event2026-06-30

Filed2026-08-07

PGR

PROGRESSIVE CORP

-24.50%

Shares43.8K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-5.72%

Shares65.1K

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

8.99%

Shares27.9K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

-43.34%

Shares132.3K

Event2026-06-30

Filed2026-08-07

HYG

ISHARES TR

34.26%

Shares117.9K

Event2026-06-30

Filed2026-08-07

IEX

IDEX CORP

New

Shares41.4K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-1.06%

Shares390.0K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

-4.99%

Shares21.6K

Event2026-06-30

Filed2026-08-07

USIG

ISHARES TR

34.17%

Shares180.9K

Event2026-06-30

Filed2026-08-07

EMBX

VANECK FDS

3.24%

Shares180.4K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

509.98%

Shares59.0K

Event2026-06-30

Filed2026-08-07

WAB

WABTEC

35.13%

Shares33.9K

Event2026-06-30

Filed2026-08-07

XLC

SELECT SECTOR SPDR TR

-0.95%

Shares84.3K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

0.89%

Shares17.5K

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

1712.01%

Shares68.2K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

-20.90%

Shares32.0K

Event2026-06-30

Filed2026-08-07

FDX

FEDEX CORP

-0.09%

Shares27.5K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-8.65%

Shares63.0K

Event2026-06-30

Filed2026-08-07

JOHNSON CONTROLS INTERNATION

14.88%

Shares57.6K

Event2026-06-30

Filed2026-08-07

HYMB

SPDR SERIES TRUST

10.42%

Shares330.3K

Event2026-06-30

Filed2026-08-07

FREEPORT MCMORAN INC

-3.53%

Shares132.7K

Event2026-06-30

Filed2026-08-07

COR

CENCORA INC

-10.31%

Shares29.0K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-27.42%

Shares23.2K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-2.28%

Shares190.9K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

-8.82%

Shares28.6K

Event2026-06-30

Filed2026-08-07

PHYS

SPROTT ASSET MANAGEMENT LP

11.94%

Shares265.4K

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD WORLD FD

-11.07%

Shares26.6K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

-2.91%

Shares39.6K

Event2026-06-30

Filed2026-08-07

ALGN

ALIGN TECHNOLOGY INC

New

Shares46.1K

Event2026-06-30

Filed2026-08-07

PYLD

PIMCO ETF TR

-9.83%

Shares282.7K

Event2026-06-30

Filed2026-08-07

CONSOLIDATED EDISON INC

5.21%

Shares67.6K

Event2026-06-30

Filed2026-08-07

MGMT

UNIFIED SER TR

-0.28%

Shares145.1K

Event2026-06-30

Filed2026-08-07

GQI

NATIXIS ETF TR

2.32%

Shares122.7K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

5.63%

Shares62.8K

Event2026-06-30

Filed2026-08-07

COLUMBIA ETF TR I

New

Shares237.2K

Event2026-06-30

Filed2026-08-07

DECK

DECKERS OUTDOOR CORP

New

Shares70.4K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

39.10%

Shares16.5K

Event2026-06-30

Filed2026-08-07

LHX

L3HARRIS TECHNOLOGIES INC

-5.73%

Shares23.1K

Event2026-06-30

Filed2026-08-07

PJUN

INNOVATOR ETFS TRUST

1110.82%

Shares155.2K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

-68.46%

Shares73.5K

Event2026-06-30

Filed2026-08-07

BSX

BOSTON SCIENTIFIC CORP

1923.70%

Shares155.9K

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

-5.63%

Shares206.3K

Event2026-06-30

Filed2026-08-07

MDY

STATE STR SPDR S&P MIDCAP 40

-14.99%

Shares9.4K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

0.35%

Shares43.8K

Event2026-06-30

Filed2026-08-07

AIRR

FIRST TR EXCHANGE TRADED FD

-12.43%

Shares48.2K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

-6.62%

Shares39.0K

Event2026-06-30

Filed2026-08-07

ANET

ARISTA NETWORKS INC

-12.96%

Shares37.7K

Event2026-06-30

Filed2026-08-07

EXR

EXTRA SPACE STORAGE INC

38.69%

Shares43.7K

Event2026-06-30

Filed2026-08-07

MHD

BLACKROCK MUNIHOLDINGS FD IN

0.27%

Shares521.7K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

6.82%

Shares6.4K

Event2026-06-30

Filed2026-08-07

GEN

GEN DIGITAL INC

143.81%

Shares244.4K

Event2026-06-30

Filed2026-08-07

EQIX

EQUINIX INC

-1.45%

Shares5.7K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

2.80%

Shares14.1K

Event2026-06-30

Filed2026-08-07

SCHV

SCHWAB STRATEGIC TR

4.98%

Shares169.2K

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

-2.64%

Shares34.8K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

-0.23%

Shares173.7K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

-64.70%

Shares31.8K

Event2026-06-30

Filed2026-08-07

ROK

ROCKWELL AUTOMATION INC

773.59%

Shares11.7K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

-6.46%

Shares42.4K

Event2026-06-30

Filed2026-08-07

NUE

NUCOR CORP

8.19%

Shares25.7K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

694.04%

Shares47.9K

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

-65.68%

Shares72.6K

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

-2.35%

Shares22.2K

Event2026-06-30

Filed2026-08-07

CMDT

PIMCO ETF TR

0.91%

Shares184.2K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

-0.11%

Shares58.5K

Event2026-06-30

Filed2026-08-07

XLY

SELECT SECTOR SPDR TR

-0.12%

Shares48.0K

Event2026-06-30

Filed2026-08-07

KORP

AMERICAN CENTY ETF TR

2.01%

Shares119.9K

Event2026-06-30

Filed2026-08-07

SJM

SMUCKER J M CO

20.20%

Shares49.7K

Event2026-06-30

Filed2026-08-07

LABCORP HOLDINGS INC

24.11%

Shares19.9K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

0.40%

Shares68.2K

Event2026-06-30

Filed2026-08-07

CORP

PIMCO ETF TR

5.22%

Shares55.9K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

-3.17%

Shares41.1K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

-0.14%

Shares26.9K

Event2026-06-30

Filed2026-08-07

YUM

YUM BRANDS INC

16.90%

Shares30.9K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-0.74%

Shares48.0K

Event2026-06-30

Filed2026-08-07

CLOI

VANECK ETF TRUST

0.33%

Shares89.4K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

-7.86%

Shares45.4K

Event2026-06-30

Filed2026-08-07

PAYX

PAYCHEX INC

New

Shares47.8K

Event2026-06-30

Filed2026-08-07

WTW

WILLIS TOWERS WATSON PLC LTD

-8.74%

Shares17.9K

Event2026-06-30

Filed2026-08-07

VXF

VANGUARD INDEX FDS

-1.03%

Shares19.0K

Event2026-06-30

Filed2026-08-07

ORLY

OREILLY AUTOMOTIVE INC

-17.96%

Shares50.1K

Event2026-06-30

Filed2026-08-07

FMTM

EA SERIES TRUST

6.78%

Shares104.2K

Event2026-06-30

Filed2026-08-07

VPU

VANGUARD WORLD FD

-12.42%

Shares23.2K

Event2026-06-30

Filed2026-08-07

AMCOR PLC

-58.51%

Shares103.9K

Event2026-06-30

Filed2026-08-07

ADM

ARCHER DANIELS MIDLAND CO

-2.44%

Shares58.3K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

1.77%

Shares57.3K

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

4.06%

Shares50.0K

Event2026-06-30

Filed2026-08-07

OEF

ISHARES TR

-1.91%

Shares11.9K

Event2026-06-30

Filed2026-08-07

FORD MTR CO

2584.63%

Shares312.8K

Event2026-06-30

Filed2026-08-07

GENERAL MTRS CO

-4.24%

Shares55.2K

Event2026-06-30

Filed2026-08-07

VTES

VANGUARD WELLINGTON FD

-1.18%

Shares41.8K

Event2026-06-30

Filed2026-08-07

SCHB

SCHWAB STRATEGIC TR

-4.66%

Shares143.6K

Event2026-06-30

Filed2026-08-07

ARM

ARM HOLDINGS PLC

New

Shares11.7K

Event2026-06-30

Filed2026-08-07

IWB

ISHARES TR

-7.56%

Shares10.0K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.41%

Shares8.5K

Event2026-06-30

Filed2026-08-07

JBL

JABIL INC

11.17%

Shares10.5K

Event2026-06-30

Filed2026-08-07

XLP

SELECT SECTOR SPDR TR

-0.85%

Shares48.2K

Event2026-06-30

Filed2026-08-07

GOVT

ISHARES TR

22.56%

Shares174.5K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB STRATEGIC TR

-0.16%

Shares134.9K

Event2026-06-30

Filed2026-08-07

DGII

DIGI INTL INC

5.56%

Shares52.9K

Event2026-06-30

Filed2026-08-07

CFG

CITIZENS FINL GROUP INC

New

Shares56.3K

Event2026-06-30

Filed2026-08-07

SMH

VANECK ETF TRUST

-36.49%

Shares6.0K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

-3.99%

Shares7.7K

Event2026-06-30

Filed2026-08-07

FTCS

FIRST TR EXCHANGE-TRADED FD

-5.44%

Shares41.6K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

-9.60%

Shares27.7K

Event2026-06-30

Filed2026-08-07

REALTY INCOME CORP

0.39%

Shares61.9K

Event2026-06-30

Filed2026-08-07

BTT

BLACKROCK MUN TARGET TERM TR

0.00%

Shares166.7K

Event2026-06-30

Filed2026-08-07

EVSD

MORGAN STANLEY ETF TRUST

New

Shares74.2K

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

319.25%

Shares34.2K

Event2026-06-30

Filed2026-08-07

IESC

IES HOLDINGS INC

10.64%

Shares5.0K

Event2026-06-30

Filed2026-08-07

EXPD

EXPEDITORS INTL WASH INC

-1.85%

Shares22.2K

Event2026-06-30

Filed2026-08-07

IEF

ISHARES TR

28.98%

Shares37.9K

Event2026-06-30

Filed2026-08-07

RSG

REPUBLIC SVCS INC

-1.50%

Shares16.7K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

-2.85%

Shares16.2K

Event2026-06-30

Filed2026-08-07

ONTO

ONTO INNOVATION INC

3.87%

Shares9.2K

Event2026-06-30

Filed2026-08-07

SLB

SLB LIMITED

47.31%

Shares74.9K

Event2026-06-30

Filed2026-08-07

SHYG

ISHARES TR

New

Shares81.9K

Event2026-06-30

Filed2026-08-07

VIK

VIKING HOLDINGS LTD

12.35%

Shares33.1K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

-18.59%

Shares4.5K

Event2026-06-30

Filed2026-08-07

DFSV

DIMENSIONAL ETF TRUST

9.53%

Shares88.5K

Event2026-06-30

Filed2026-08-07

AOR

ISHARES TR

-1.87%

Shares49.3K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

16.81%

Shares137.5K

Event2026-06-30

Filed2026-08-07

CCJ

CAMECO CORP

-36.65%

Shares33.0K

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

54.19%

Shares46.4K

Event2026-06-30

Filed2026-08-07

PNR

PENTAIR PLC

-12.31%

Shares43.6K

Event2026-06-30

Filed2026-08-07

SLYG

SPDR SERIES TRUST

106.47%

Shares27.6K

Event2026-06-30

Filed2026-08-07

APPLE HOSPITALITY REIT INC

-17.47%

Shares194.6K

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares14.3K

Event2026-06-30

Filed2026-08-07

TFC

TRUIST FINL CORP

-2.74%

Shares63.7K

Event2026-06-30

Filed2026-08-07

ARKB

ARK 21SHARES BITCOIN ETF

0.00%

Shares162.0K

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares14.2K

Event2026-06-30

Filed2026-08-07

CNQ

CANADIAN NAT RES LTD MED TER

-10.14%

Shares79.6K

Event2026-06-30

Filed2026-08-07

SNA

SNAP ON INC

-2.27%

Shares7.6K

Event2026-06-30

Filed2026-08-07

ZOETIS INC

-17.71%

Shares41.8K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

-2.93%

Shares10.1K

Event2026-06-30

Filed2026-08-07

NDSN

NORDSON CORP

75.56%

Shares9.9K

Event2026-06-30

Filed2026-08-07

FFIV

F5 INC

217.76%

Shares7.1K

Event2026-06-30

Filed2026-08-07

ACCENTURE PLC IRELAND

-8.27%

Shares23.8K

Event2026-06-30

Filed2026-08-07

TKO

TKO GROUP HOLDINGS INC

-21.26%

Shares14.7K

Event2026-06-30

Filed2026-08-07

MINO

PIMCO ETF TR

19.83%

Shares64.5K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

-9.68%

Shares40.0K

Event2026-06-30

Filed2026-08-07

APPLOVIN CORP

-34.00%

Shares5.5K

Event2026-06-30

Filed2026-08-07

JEPI

J P MORGAN EXCHANGE TRADED F

-7.96%

Shares49.1K

Event2026-06-30

Filed2026-08-07

VSDM

VANGUARD MUN BD FDS

9.80%

Shares35.9K

Event2026-06-30

Filed2026-08-07

BDX

BECTON DICKINSON & CO

-13.57%

Shares17.7K

Event2026-06-30

Filed2026-08-07

LUMENTUM HLDGS INC

507.47%

Shares3.1K

Event2026-06-30

Filed2026-08-07

CORT

CORCEPT THERAPEUTICS INC

0.00%

Shares30.2K

Event2026-06-30

Filed2026-08-07

BILS

SPDR SERIES TRUST

-1.39%

Shares26.4K

Event2026-06-30

Filed2026-08-07

SCHE

SCHWAB STRATEGIC TR

-26.25%

Shares72.3K

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

-0.31%

Shares28.4K

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHN CORP

3.42%

Shares8.3K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

3.68%

Shares36.6K

Event2026-06-30

Filed2026-08-07

AEE

AMEREN CORP

-1.76%

Shares22.9K

Event2026-06-30

Filed2026-08-07

VTEB

VANGUARD MUN BD FDS

-27.25%

Shares50.9K

Event2026-06-30

Filed2026-08-07

FAST

FASTENAL CO

545.48%

Shares53.2K

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

0.49%

Shares4.9K

Event2026-06-30

Filed2026-08-07

CLS

CELESTICA INC

5.54%

Shares6.9K

Event2026-06-30

Filed2026-08-07

PNOV

INNOVATOR ETFS TRUST

-4.15%

Shares56.2K

Event2026-06-30

Filed2026-08-07

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares28.5K

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TR

94.10%

Shares46.1K

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

-9.65%

Shares36.1K

Event2026-06-30

Filed2026-08-07

NTCT

NETSCOUT SYS INC

92.27%

Shares55.7K

Event2026-06-30

Filed2026-08-07

BLV

VANGUARD BD INDEX FDS

2.54%

Shares35.2K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

-2.09%

Shares10.8K

Event2026-06-30

Filed2026-08-07

OUST

OUSTER INC

New

Shares38.2K

Event2026-06-30

Filed2026-08-07

PWRD

TCW ETF TRUST

5.54%

Shares19.4K

Event2026-06-30

Filed2026-08-07

NVT

NVENT ELEC PLC

17.07%

Shares14.1K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

-6.67%

Shares39.9K

Event2026-06-30

Filed2026-08-07

RSPU

INVESCO EXCHANGE TRADED FD T

-7.61%

Shares29.2K

Event2026-06-30

Filed2026-08-07

GRID

FIRST TR EXCHANGE-TRADED FD

10.84%

Shares12.3K

Event2026-06-30

Filed2026-08-07

MUC

BLACKROCK MUNIHLDNGS CALI

-18.28%

Shares214.0K

Event2026-06-30

Filed2026-08-07

SCHA

SCHWAB STRATEGIC TR

-1.44%

Shares64.0K

Event2026-06-30

Filed2026-08-07

VIRT

VIRTU FINL INC

New

Shares38.6K

Event2026-06-30

Filed2026-08-07

NEM

NEWMONT CORP

-89.88%

Shares24.3K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

-0.94%

Shares12.5K

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

-0.91%

Shares6.9K

Event2026-06-30

Filed2026-08-07

PLXS

PLEXUS CORP

15.55%

Shares7.5K

Event2026-06-30

Filed2026-08-07

MNST

MONSTER BEVERAGE CORP NEW

-1.00%

Shares23.5K

Event2026-06-30

Filed2026-08-07

XLRE

SELECT SECTOR SPDR TR

4.14%

Shares51.3K

Event2026-06-30

Filed2026-08-07

CBRS

CEREBRAS SYSTEMS INC

New

Shares10.1K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

-4.34%

Shares38.1K

Event2026-06-30

Filed2026-08-07

LION2

LIONSGATE STUDIOS CORP

137.93%

Shares143.1K

Event2026-06-30

Filed2026-08-07

PFG

PRINCIPAL FINANCIAL GROUP IN

-4.92%

Shares20.3K

Event2026-06-30

Filed2026-08-07

CDNS

CADENCE DESIGN SYSTEM INC

-3.22%

Shares5.7K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

-4.86%

Shares15.2K

Event2026-06-30

Filed2026-08-07

LAMR

LAMAR ADVERTISING CO

159.83%

Shares13.6K

Event2026-06-30

Filed2026-08-07

NBIS

NEBIUS GROUP N.V.

-5.47%

Shares7.7K

Event2026-06-30

Filed2026-08-07

KMB

KIMBERLY-CLARK CORP

-9.50%

Shares19.2K

Event2026-06-30

Filed2026-08-07

3M CO

0.03%

Shares13.0K

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN TRUST ETF

-12.70%

Shares61.9K

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

-15.51%

Shares1.0K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

-15.48%

Shares21.2K

Event2026-06-30

Filed2026-08-07

ALPS ETF TR

15.74%

Shares39.0K

Event2026-06-30

Filed2026-08-07

IXC

ISHARES TR

-0.22%

Shares41.1K

Event2026-06-30

Filed2026-08-07

IBB

ISHARES TR

2.56%

Shares10.6K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

-23.20%

Shares6.4K

Event2026-06-30

Filed2026-08-07

IWV

ISHARES TR

-1.51%

Shares4.6K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

-2.08%

Shares5.8K

Event2026-06-30

Filed2026-08-07

EIM

EATON VANCE MUN BD FD

-1.63%

Shares197.7K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

15.51%

Shares3.9K

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

-7.77%

Shares31.7K

Event2026-06-30

Filed2026-08-07

HSY

HERSHEY CO

-17.04%

Shares10.9K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

17.75%

Shares3.8K

Event2026-06-30

Filed2026-08-07

RMD

RESMED INC

-7.31%

Shares9.8K

Event2026-06-30

Filed2026-08-07

JIRE

J P MORGAN EXCHANGE TRADED F

-2.81%

Shares23.1K

Event2026-06-30

Filed2026-08-07

VTR

VENTAS INC

-2.81%

Shares21.3K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

-3.38%

Shares9.0K

Event2026-06-30

Filed2026-08-07

COHR

COHERENT CORP

60.51%

Shares4.8K

Event2026-06-30

Filed2026-08-07

ROST

ROSS STORES INC

15.31%

Shares8.8K

Event2026-06-30

Filed2026-08-07

CSRE

COHEN & STEERS ETF TRUST

35.29%

Shares65.2K

Event2026-06-30

Filed2026-08-07

AER

AERCAP HOLDINGS NV

9.59%

Shares12.7K

Event2026-06-30

Filed2026-08-07

PAAA

PGIM ETF TR

New

Shares36.0K

Event2026-06-30

Filed2026-08-07

URI

UNITED RENTALS INC

-2.58%

Shares1.6K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-5.16%

Shares5.3K

Event2026-06-30

Filed2026-08-07

GPN

GLOBAL PMTS INC

-22.25%

Shares25.1K

Event2026-06-30

Filed2026-08-07

ARCH CAP GROUP LTD

55.74%

Shares18.7K

Event2026-06-30

Filed2026-08-07

KEMX

KRANESHARES TRUST

New

Shares34.5K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

0.72%

Shares14.1K

Event2026-06-30

Filed2026-08-07

KNF

KNIFE RIVER CORP

0.73%

Shares21.2K

Event2026-06-30

Filed2026-08-07

SCHO

SCHWAB STRATEGIC TR

-42.17%

Shares73.1K

Event2026-06-30

Filed2026-08-07

SCHM

SCHWAB STRATEGIC TR

-1.53%

Shares47.7K

Event2026-06-30

Filed2026-08-07

STRL

STERLING INFRASTRUCTURE INC

-36.03%

Shares2.1K

Event2026-06-30

Filed2026-08-07

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares15.5K

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

-6.84%

Shares4.3K

Event2026-06-30

Filed2026-08-07

EME

EMCOR GROUP INC

-10.91%

Shares2.1K

Event2026-06-30

Filed2026-08-07

ENB

ENBRIDGE INC

-2.04%

Shares31.5K

Event2026-06-30

Filed2026-08-07

QDPL

PACER FDS TR

-35.35%

Shares37.8K

Event2026-06-30

Filed2026-08-07

FPE

FIRST TR EXCH TRADED FD III

-64.50%

Shares95.2K

Event2026-06-30

Filed2026-08-07

EXEL

EXELIXIS INC

New

Shares31.0K

Event2026-06-30

Filed2026-08-07

TYA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares131.3K

Event2026-06-30

Filed2026-08-07

SHW

SHERWIN WILLIAMS CO

0.25%

Shares4.9K

Event2026-06-30

Filed2026-08-07

VOX

VANGUARD WORLD FD

-8.69%

Shares9.1K

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

-0.33%

Shares28.6K

Event2026-06-30

Filed2026-08-07

MTBA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares33.8K

Event2026-06-30

Filed2026-08-07

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares32.1K

Event2026-06-30

Filed2026-08-07

MYI

BLACKROCK MUNIYIELD QUALITY

0.50%

Shares145.4K

Event2026-06-30

Filed2026-08-07

HACK

AMPLIFY ETF TR

-0.07%

Shares15.2K

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTL INC NEW

-47.79%

Shares4.2K

Event2026-06-30

Filed2026-08-07

SNX

TD SYNNEX CORPORATION

27.91%

Shares5.8K

Event2026-06-30

Filed2026-08-07

NUKZ

EXCHANGE TRADED CONCEPTS TRU

9.37%

Shares22.9K

Event2026-06-30

Filed2026-08-07

MTRN

MATERION CORP

-41.41%

Shares5.2K

Event2026-06-30

Filed2026-08-07

PDEC

INNOVATOR ETFS TRUST

189.77%

Shares33.4K

Event2026-06-30

Filed2026-08-07

AFB

ALLIANCEBERNSTEIN NATL MUN I

28.95%

Shares134.3K

Event2026-06-30

Filed2026-08-07

VPL

VANGUARD INTL EQUITY INDEX F

-0.72%

Shares13.2K

Event2026-06-30

Filed2026-08-07

XEL

XCEL ENERGY INC

-5.56%

Shares18.9K

Event2026-06-30

Filed2026-08-07

WCMI

FIRST TR EXCHANGE-TRADED FD

131.08%

Shares76.1K

Event2026-06-30

Filed2026-08-07

MKC

MCCORMICK & CO INC

-8.25%

Shares29.4K

Event2026-06-30

Filed2026-08-07

CIEN

CIENA CORP

-50.56%

Shares3.0K

Event2026-06-30

Filed2026-08-07

MDU

MDU RES GROUP INC

0.86%

Shares68.2K

Event2026-06-30

Filed2026-08-07

ARW

ARROW ELECTRS INC

28.18%

Shares6.8K

Event2026-06-30

Filed2026-08-07

SLVR

SPROTT FDS TR

New

Shares28.7K

Event2026-06-30

Filed2026-08-07

TEL

TE CONNECTIVITY PLC

-1.92%

Shares7.2K

Event2026-06-30

Filed2026-08-07

SDY

SPDR SERIES TRUST

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

-5.48%

Shares9.1K

Event2026-06-30

Filed2026-08-07

VRTX

VERTEX PHARMACEUTICALS INC

1.17%

Shares2.9K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

-2.77%

Shares9.1K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

-7.92%

Shares5.8K

Event2026-06-30

Filed2026-08-07

DTCR

GLOBAL X FDS

-1.91%

Shares46.1K

Event2026-06-30

Filed2026-08-07

PAPR

INNOVATOR ETFS TRUST

150.36%

Shares32.8K

Event2026-06-30

Filed2026-08-07

MQY

BLACKROCK MUNIYILD QULT FD I

-1.90%

Shares118.5K

Event2026-06-30

Filed2026-08-07

UNILEVER PLC

-31.60%

Shares22.9K

Event2026-06-30

Filed2026-08-07

EOG

EOG RES INC

-3.25%

Shares10.5K

Event2026-06-30

Filed2026-08-07

TER

TERADYNE INC

-36.36%

Shares2.8K

Event2026-06-30

Filed2026-08-07

VTHR

VANGUARD SCOTTSDALE FDS

1.03%

Shares4.1K

Event2026-06-30

Filed2026-08-07

BLACKSTONE INC

-11.50%

Shares11.5K

Event2026-06-30

Filed2026-08-07

CTAS

CINTAS CORP

-15.80%

Shares8.0K

Event2026-06-30

Filed2026-08-07

IHI

ISHARES TR

-1.59%

Shares27.4K

Event2026-06-30

Filed2026-08-07

SBLK

STAR BULK CARRIERS CORP.

3.37%

Shares54.2K

Event2026-06-30

Filed2026-08-07

ROYAL CARIBBEAN GROUP

-22.22%

Shares4.2K

Event2026-06-30

Filed2026-08-07

MEDP

MEDPACE HLDGS INC

-4.53%

Shares2.5K

Event2026-06-30

Filed2026-08-07

ITT

ITT INC

2.55%

Shares6.6K

Event2026-06-30

Filed2026-08-07

VEEV

VEEVA SYS INC

New

Shares7.4K

Event2026-06-30

Filed2026-08-07

NKE

NIKE INC

1.87%

Shares31.7K

Event2026-06-30

Filed2026-08-07

CGBL

CAPITAL GROUP CORE BALANCED

11.84%

Shares33.9K

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

-42.00%

Shares4.8K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

-42.57%

Shares3.3K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

INVH

INVITATION HOMES INC

New

Shares42.3K

Event2026-06-30

Filed2026-08-07

FTNT

FORTINET INC

New

Shares8.3K

Event2026-06-30

Filed2026-08-07

BOEING CO

-2.08%

Shares5.9K

Event2026-06-30

Filed2026-08-07

MMIT

NEW YORK LIFE INVTS ACTIVE E

14.35%

Shares51.7K

Event2026-06-30

Filed2026-08-07

SMTC

SEMTECH CORP

New

Shares7.7K

Event2026-06-30

Filed2026-08-07

FTDR

FRONTDOOR INC

New

Shares15.8K

Event2026-06-30

Filed2026-08-07

TREKOR METALS LTD

New

Shares178.1K

Event2026-06-30

Filed2026-08-07

GRMN

GARMIN LTD

-2.78%

Shares5.1K

Event2026-06-30

Filed2026-08-07

MSCI

MSCI INC

2.71%

Shares2.2K

Event2026-06-30

Filed2026-08-07

IXN

ISHARES TR

-29.29%

Shares8.2K

Event2026-06-30

Filed2026-08-07

SYY

SYSCO CORP

-3.60%

Shares14.1K

Event2026-06-30

Filed2026-08-07

GXO LOGISTICS INCORPORATED

-4.62%

Shares23.1K

Event2026-06-30

Filed2026-08-07

XPO

XPO INC

-29.99%

Shares5.7K

Event2026-06-30

Filed2026-08-07

IEUR

ISHARES TR

-2.53%

Shares15.4K

Event2026-06-30

Filed2026-08-07

MYN

BLACKROCK MUNIYIELD N Y QUAL

0.00%

Shares113.3K

Event2026-06-30

Filed2026-08-07

VLO

VALERO ENERGY CORP

-88.28%

Shares4.3K

Event2026-06-30

Filed2026-08-07

BSV

VANGUARD BD INDEX FDS

-9.92%

Shares14.5K

Event2026-06-30

Filed2026-08-07

FIX

COMFORT SYS USA INC

New

Shares568

Event2026-06-30

Filed2026-08-07

VCRM

VANGUARD MUN BD FDS

67.05%

Shares14.7K

Event2026-06-30

Filed2026-08-07

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.84%

Shares54.1K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

-0.36%

Shares1.1K

Event2026-06-30

Filed2026-08-07

AXON

AXON ENTERPRISE INC

-0.41%

Shares1.9K

Event2026-06-30

Filed2026-08-07

KTF

DWS MUN INCOME TR

-3.06%

Shares117.2K

Event2026-06-30

Filed2026-08-07

AMT

AMERICAN TOWER CORP

128.16%

Shares6.5K

Event2026-06-30

Filed2026-08-07

PACH

PIONEER ACQUISITION I CORP

0.00%

Shares104.1K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

-4.41%

Shares37.9K

Event2026-06-30

Filed2026-08-07

MELI

MERCADOLIBRE INC

-6.52%

Shares617

Event2026-06-30

Filed2026-08-07

SMFG

SUMITOMO MITSUI FIN GRP INC

16.27%

Shares44.4K

Event2026-06-30

Filed2026-08-07

CEF

SPROTT ASSET MANAGEMENT LP

14.14%

Shares25.9K

Event2026-06-30

Filed2026-08-07

POWI

POWER INTEGRATIONS INC

New

Shares12.4K

Event2026-06-30

Filed2026-08-07

TBLD

THORNBURG INCM BUILDER OPP T

-0.52%

Shares47.0K

Event2026-06-30

Filed2026-08-07

IAT

ISHARES TR

-10.19%

Shares16.6K

Event2026-06-30

Filed2026-08-07

SOXX

ISHARES TR

-3.63%

Shares1.6K

Event2026-06-30

Filed2026-08-07

NBXG

NEUBERGER NEXT GENERATION

-3.84%

Shares61.7K

Event2026-06-30

Filed2026-08-07

GRANITE CONSTR INC

New

Shares6.4K

Event2026-06-30

Filed2026-08-07

FMDE

FIDELITY COVINGTON TRUST

0.26%

Shares25.0K

Event2026-06-30

Filed2026-08-07

GDV

GABELLI DIVID & INCOME TR

-7.71%

Shares34.4K

Event2026-06-30

Filed2026-08-07

POCT

INNOVATOR ETFS TRUST

17.90%

Shares21.7K

Event2026-06-30

Filed2026-08-07

FINS

ANGEL OAK FINL STRATEGIES IN

-3.71%

Shares77.8K

Event2026-06-30

Filed2026-08-07

ZBH

ZIMMER BIOMET HOLDINGS INC

25.81%

Shares11.6K

Event2026-06-30

Filed2026-08-07

EEMV

ISHARES INC

-28.78%

Shares13.1K

Event2026-06-30

Filed2026-08-07

SKYY

FIRST TR EXCHANGE-TRADED FD

-23.39%

Shares7.3K

Event2026-06-30

Filed2026-08-07

PLAINS GP HLDGS L P

-5.20%

Shares40.2K

Event2026-06-30

Filed2026-08-07

NHC

NATIONAL HEALTHCARE CORP

New

Shares4.6K

Event2026-06-30

Filed2026-08-07

ICF

ISHARES TR

-11.62%

Shares14.2K

Event2026-06-30

Filed2026-08-07

SFM

SPROUTS FMRS MKT INC

-4.75%

Shares11.4K

Event2026-06-30

Filed2026-08-07

ENFR

ALPS ETF TR

-25.24%

Shares25.2K

Event2026-06-30

Filed2026-08-07

HLIO

HELIOS TECHNOLOGIES INC

New

Shares10.7K

Event2026-06-30

Filed2026-08-07

CARR

CARRIER GLOBAL CORPORATION

-2.95%

Shares12.9K

Event2026-06-30

Filed2026-08-07

SWK

STANLEY BLACK & DECKER INC

-6.68%

Shares10.1K

Event2026-06-30

Filed2026-08-07

CVS

CVS HEALTH CORP

-5.00%

Shares9.1K

Event2026-06-30

Filed2026-08-07

APTIV PLC

-4.21%

Shares15.4K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

2.13%

Shares13.1K

Event2026-06-30

Filed2026-08-07

SHYD

VANECK ETF TRUST

6.79%

Shares40.9K

Event2026-06-30

Filed2026-08-07

DFAT

DIMENSIONAL ETF TRUST

-5.50%

Shares13.4K

Event2026-06-30

Filed2026-08-07

RHP

RYMAN HOSPITALITY PPTYS INC

-4.81%

Shares7.2K

Event2026-06-30

Filed2026-08-07

REGN

REGENERON PHARMACEUTICALS

-31.72%

Shares1.5K

Event2026-06-30

Filed2026-08-07

FISERV INC

57.06%

Shares18.6K

Event2026-06-30

Filed2026-08-07

TRIP

TRIPADVISOR INC

-3.55%

Shares66.5K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

10.71%

Shares9.4K

Event2026-06-30

Filed2026-08-07

PRU

PRUDENTIAL FINL INC

-17.74%

Shares8.2K

Event2026-06-30

Filed2026-08-07

VGK

VANGUARD INTL EQUITY INDEX F

-4.75%

Shares10.0K

Event2026-06-30

Filed2026-08-07

CURTISS WRIGHT CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES TR

6.63%

Shares2.6K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

0.61%

Shares6.4K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINL SVCS GROUP INC

-12.62%

Shares3.6K

Event2026-06-30

Filed2026-08-07

APEX TREAS CORP

0.00%

Shares86.3K

Event2026-06-30

Filed2026-08-07

SYF

SYNCHRONY FINANCIAL

-7.94%

Shares11.3K

Event2026-06-30

Filed2026-08-07

MCHPP

MICROCHIP TECHNOLOGY INC.

-4.33%

Shares11.1K

Event2026-06-30

Filed2026-08-07

SLM

SLM CORP

-9.30%

Shares32.6K

Event2026-06-30

Filed2026-08-07

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

-22.10%

Shares28.0K

Event2026-06-30

Filed2026-08-07

CVLT

COMMVAULT SYS INC

40.00%

Shares5.9K

Event2026-06-30

Filed2026-08-07

WIA

WESTERN ASSET INFLT LNK INC

-0.44%

Shares103.3K

Event2026-06-30

Filed2026-08-07

CIBR

FIRST TR EXCHANGE-TRADED FD

0.56%

Shares9.3K

Event2026-06-30

Filed2026-08-07

NLR

VANECK ETF TRUST

-12.14%

Shares7.2K

Event2026-06-30

Filed2026-08-07

KNTK

KINETIK HOLDINGS INC

-5.17%

Shares17.0K

Event2026-06-30

Filed2026-08-07

ULTA BEAUTY INC

-62.88%

Shares1.8K

Event2026-06-30

Filed2026-08-07

EWBC

EAST WEST BANCORP INC

0.05%

Shares6.4K

Event2026-06-30

Filed2026-08-07

PJAN

INNOVATOR ETFS TRUST

-26.43%

Shares16.4K

Event2026-06-30

Filed2026-08-07

DYNATRACE INC

New

Shares18.4K

Event2026-06-30

Filed2026-08-07

VMI

VALMONT INDS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

ORIQ

ORIGIN INVT CORP I

0.00%

Shares78.3K

Event2026-06-30

Filed2026-08-07

PCAR

PACCAR INC

0.01%

Shares6.7K

Event2026-06-30

Filed2026-08-07

QQQM

INVESCO EXCH TRADED FD TR II

-7.06%

Shares2.6K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

0.11%

Shares16.7K

Event2026-06-30

Filed2026-08-07

PSTL

POSTAL REALTY TRUST INC

-24.26%

Shares31.8K

Event2026-06-30

Filed2026-08-07

DOCU

DOCUSIGN INC

-2.74%

Shares17.6K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

5.66%

Shares1.6K

Event2026-06-30

Filed2026-08-07

PMAY

INNOVATOR ETFS TRUST

New

Shares18.7K

Event2026-06-30

Filed2026-08-07

AT&T INC

-11.53%

Shares36.9K

Event2026-06-30

Filed2026-08-07

BBY

BEST BUY INC

-5.29%

Shares10.1K

Event2026-06-30

Filed2026-08-07

SBRA

SABRA HEALTH CARE REIT INC

-2.12%

Shares39.1K

Event2026-06-30

Filed2026-08-07

NTRA

NATERA INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

APPLIED INDL TECHNOLOGIES IN

0.04%

Shares2.2K

Event2026-06-30

Filed2026-08-07

VANECK ETF TRUST

11.90%

Shares10.0K

Event2026-06-30

Filed2026-08-07

MRP

MILLROSE PPTYS INC

18.44%

Shares25.1K

Event2026-06-30

Filed2026-08-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-07

FLNG

FLEX LNG LTD

-5.29%

Shares26.5K

Event2026-06-30

Filed2026-08-07

MKTN

FEDERATED HERMES ETF TRUST

0.25%

Shares28.4K

Event2026-06-30

Filed2026-08-07

VICI

VICI PPTYS INC

-4.61%

Shares27.7K

Event2026-06-30

Filed2026-08-07

CUBE

CUBESMART

0.36%

Shares18.4K

Event2026-06-30

Filed2026-08-07

SHOP

SHOPIFY INC

-0.36%

Shares6.4K

Event2026-06-30

Filed2026-08-07

NEE-P

NEXTERA ENERGY INC

New

Shares15.3K

Event2026-06-30

Filed2026-08-07

HSIC

SCHEIN HENRY INC

-8.85%

Shares8.8K

Event2026-06-30

Filed2026-08-07

SETM

SPROTT FDS TR

22.94%

Shares23.4K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

0.36%

Shares8.7K

Event2026-06-30

Filed2026-08-07

DEO

DIAGEO PLC

-33.38%

Shares8.9K

Event2026-06-30

Filed2026-08-07

PAUG

INNOVATOR ETFS TRUST

27.43%

Shares15.6K

Event2026-06-30

Filed2026-08-07

ECL

ECOLAB INC

0.08%

Shares2.5K

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

-2.23%

Shares6.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR9.7K shares70.18%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T1.7K shares-34.62%2026-06-302026-08-07

NVIDIA CORPORATION Put PutNVIDIA CORPORATION4.5K shares-8.16%2026-06-302026-08-07

MICROSOFT CORP Put PutMICROSOFT CORP2.1K shares-8.70%2026-06-302026-08-07

AMAZON COM INC Put PutAMAZON COM INC1.8K sharesnew addition2026-06-302026-08-07

INVESCO QQQ TR Put

INVESCO QQQ TR

70.18%

Shares9.7K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

-34.62%

Shares1.7K

Event2026-06-30

Filed2026-08-07

NVIDIA CORPORATION Put

NVIDIA CORPORATION

-8.16%

Shares4.5K

Event2026-06-30

Filed2026-08-07

MICROSOFT CORP Put

MICROSOFT CORP

-8.70%

Shares2.1K

Event2026-06-30

Filed2026-08-07

AMAZON COM INC Put

AMAZON COM INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-07