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The Analysis of DAYMARK WEALTH PARTNERS, LLC's Holdings & P&L

Currently, DAYMARK WEALTH PARTNERS, LLC holds 810 types of securities in its portfolio with a total value $4.1B. In the most recent quarter, they have increased their positions in N/A (+325.1K shares, valued at $44.5M), BIV (+575.9K shares, valued at $44.2M), JCPB (+721.0K shares, valued at $33.8M); decreased their positions in SYK (-37.7K shares, valued at $11.9M), JGRO (-81.7K shares, valued at $8.1M), SCHZ (-343.5K shares, valued at $7.9M); initiated new positions in N/A (+325.1K shares, valued at $44.5M), BIV (+575.9K shares, valued at $44.2M), BLV (+166.5K shares, valued at $11.5M).

1M P&L

+117.8M+3.54%

3M P&L

+122.5M+3.69%

HY P&L

+212.2M+6.57%

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/A1.2B

33.9%

2Semiconductors332.2M

9.7%

3Consumer Electronics248.6M

7.3%

Top Industries by Stock Count

1N/A292 stocks

40.7%

2Banks - Regional15 stocks

2.1%

3Utilities - Regulated Electric14 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC859.1K shares6.31%2026-06-302026-07-31

NVDA NVIDIA CORPORATION1.1M shares7.88%2026-06-302026-07-31

VOO VANGUARD INDEX FDS184.1K shares24.75%2026-06-302026-07-31

MSFT MICROSOFT CORP332.9K shares9.57%2026-06-302026-07-31

GOOGL ALPHABET INC327.7K shares4.03%2026-06-302026-07-31

AMZN AMAZON COM INC442.1K shares14.94%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO311.1K shares14.45%2026-06-302026-07-31

PG PROCTER AND GAMBLE CO529.2K shares11.56%2026-06-302026-07-31

Sponsored

SHW SHERWIN WILLIAMS CO223.8K shares0.17%2026-06-302026-07-31

JCPB J P MORGAN EXCHANGE TRADED F1.5M shares96.20%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON266.4K shares25.80%2026-06-302026-07-31

BROADCOM INC BROADCOM INC171.5K shares19.82%2026-06-302026-07-31

AMGN AMGEN INC150.4K shares-0.05%2026-06-302026-07-31

GOOG ALPHABET INC149.2K shares31.41%2026-06-302026-07-31

RECS COLUMBIA ETF TR I1.1M shares16.52%2026-06-302026-07-31

JIRE J P MORGAN EXCHANGE TRADED F592.3K shares20.76%2026-06-302026-07-31

Sponsored

VISA INC VISA INC140.2K shares38.86%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP325.1K sharesnew addition2026-06-302026-07-31

BIV VANGUARD BD INDEX FDS575.9K sharesnew addition2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC339.6K shares5.60%2026-06-302026-07-31

QUANTA SVCS INC QUANTA SVCS INC54.7K shares-2.42%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC113.3K shares-5.22%2026-06-302026-07-31

PGR PROGRESSIVE CORP170.3K shares-0.46%2026-06-302026-07-31

JGRO J P MORGAN EXCHANGE TRADED F364.1K shares-18.33%2026-06-302026-07-31

Sponsored

AMD ADVANCED MICRO DEVICES INC60.9K shares2.19%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL70.4K shares32.89%2026-06-302026-07-31

RAYTHEON TECHNOLOGIES CORP RAYTHEON TECHNOLOGIES CORP180.0K shares0.67%2026-06-302026-07-31

HD HOME DEPOT INC95.7K shares28.42%2026-06-302026-07-31

ABBVIE INC ABBVIE INC130.5K shares54.04%2026-06-302026-07-31

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW35.0K shares24.83%2026-06-302026-07-31

JAVA J P MORGAN EXCHANGE TRADED F404.2K shares-6.55%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC31.2K shares1.03%2026-06-302026-07-31

Sponsored

IBM INTERNATIONAL BUSINESS MACHS109.0K shares0.76%2026-06-302026-07-31

LLY LILLY ELI & CO25.6K shares76.51%2026-06-302026-07-31

SCHZ SCHWAB STRATEGIC TR1.3M shares-21.23%2026-06-302026-07-31

SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR35.0K shares-0.58%2026-06-302026-07-31

WMT WALMART INC223.3K shares42.26%2026-06-302026-07-31

PH PARKER-HANNIFIN CORP25.4K shares2.79%2026-06-302026-07-31

USB US BANCORP DEL395.3K shares-3.31%2026-06-302026-07-31

VB VANGUARD INDEX FDS78.1K shares0.93%2026-06-302026-07-31

Sponsored

QCOM QUALCOMM INC127.9K shares-0.03%2026-06-302026-07-31

PNC PNC FINL SVCS GROUP INC90.2K shares-1.78%2026-06-302026-07-31

TSLA TESLA INC52.6K shares103.56%2026-06-302026-07-31

BSV VANGUARD BD INDEX FDS278.1K shares4264.17%2026-06-302026-07-31

ORACLE CORP ORACLE CORP137.3K shares15.33%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC35.4K shares114.71%2026-06-302026-07-31

SLAB SILICON LABORATORIES INC90.5K shares5.39%2026-06-302026-07-31

RDVY FIRST TR EXCHANGE-TRADED FD241.6K shares-2.65%2026-06-302026-07-31

Sponsored

CVX CHEVRON CORP NEW115.3K shares25.59%2026-06-302026-07-31

3M CO 3M CO116.4K shares-0.15%2026-06-302026-07-31

KO COCA COLA CO218.2K shares68.48%2026-06-302026-07-31

ETN EATON CORP PLC39.8K shares9.85%2026-06-302026-07-31

CGXU CAPITAL GROUP INTL FOCUS EQT478.3K shares6.57%2026-06-302026-07-31

JEMA J P MORGAN EXCHANGE TRADED F253.3K shares13.98%2026-06-302026-07-31

NETFLIX INC NETFLIX INC223.5K shares548.92%2026-06-302026-07-31

SPEM SPDR INDEX SHS FDS308.1K shares12.68%2026-06-302026-07-31

Sponsored

CGGR CAPITAL GROUP GROWTH ETF328.9K shares6.58%2026-06-302026-07-31

ASML ASML HOLDING N V7.8K shares-0.63%2026-06-302026-07-31

APPLIED MATLS INC APPLIED MATLS INC21.2K shares-2.57%2026-06-302026-07-31

NCPB NUSHARES ETF TR609.3K shares14.59%2026-06-302026-07-31

PYLD PIMCO ETF TR562.6K shares2.84%2026-06-302026-07-31

PSX PHILLIPS 6687.1K shares0.27%2026-06-302026-07-31

BAC BANK AMERICA CORP244.4K shares318.37%2026-06-302026-07-31

INTC INTEL CORP99.1K shares7.50%2026-06-302026-07-31

Sponsored

PULS PGIM ETF TR268.4K shares6.62%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED25.2K shares176.01%2026-06-302026-07-31

QQQ INVESCO QQQ TR17.1K shares7.54%2026-06-302026-07-31

GEV GE VERNOVA INC10.1K shares-2.36%2026-06-302026-07-31

VO VANGUARD INDEX FDS146.5K shares330.25%2026-06-302026-07-31

AVUV AMERICAN CENTY ETF TR94.0K shares8.41%2026-06-302026-07-31

BLV VANGUARD BD INDEX FDS166.5K sharesnew addition2026-06-302026-07-31

FTXL FIRST TR EXCHANGE TRADED FD39.8K shares-6.23%2026-06-302026-07-31

Sponsored

IWM ISHARES TR37.5K shares-0.24%2026-06-302026-07-31

GE GENERAL ELECTRIC CO29.8K shares-0.73%2026-06-302026-07-31

BKNG BOOKING HOLDINGS INC60.8K shares2305.82%2026-06-302026-07-31

AIRR FIRST TR EXCHANGE-TRADED FD81.2K shares2.49%2026-06-302026-07-31

MRK MERCK & CO INC81.4K shares-0.21%2026-06-302026-07-31

PEP PEPSICO INC76.3K shares12.93%2026-06-302026-07-31

HELO J P MORGAN EXCHANGE TRADED F152.1K shares33.17%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC8.6K shares104.80%2026-06-302026-07-31

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD37.6K shares-0.31%2026-06-302026-07-31

JPST J P MORGAN EXCHANGE TRADED F194.3K shares-5.92%2026-06-302026-07-31

CAT CATERPILLAR INC9.2K shares1.77%2026-06-302026-07-31

MUNI PIMCO ETF TR185.9K shares1574.90%2026-06-302026-07-31

MCD MCDONALDS CORP35.9K shares3.78%2026-06-302026-07-31

EMR EMERSON ELEC CO66.4K shares1.53%2026-06-302026-07-31

JFLX J P MORGAN EXCHANGE TRADED F188.6K shares4.87%2026-06-302026-07-31

APH AMPHENOL CORP NEW52.7K shares323.93%2026-06-302026-07-31

Sponsored

CHUBB LIMITED CHUBB LIMITED27.1K shares16.05%2026-06-302026-07-31

VV VANGUARD INDEX FDS26.6K shares45.73%2026-06-302026-07-31

BLK BLACKROCK INC9.5K shares1.95%2026-06-302026-07-31

JPIE J P MORGAN EXCHANGE TRADED F195.7K shares18.12%2026-06-302026-07-31

FITB FIFTH THIRD BANCORP240.2K shares0.03%2026-06-302026-07-31

SJM SMUCKER J M CO74.7K shares3.45%2026-06-302026-07-31

MGV VANGUARD WORLD FD51.3K sharesnew addition2026-06-302026-07-31

SDVY FIRST TR EXCHANGE-TRADED FD192.8K shares-3.52%2026-06-302026-07-31

Sponsored

LHX L3HARRIS TECHNOLOGIES INC28.3K shares2.08%2026-06-302026-07-31

KR KROGER CO142.3K shares58.54%2026-06-302026-07-31

FBT FIRST TR EXCHANGE-TRADED FD31.6K shares-6.56%2026-06-302026-07-31

IVE ISHARES TR33.9K shares1.33%2026-06-302026-07-31

TGT TARGET CORP58.6K shares1.44%2026-06-302026-07-31

XT ISHARES TR92.0K shares0.53%2026-06-302026-07-31

XLK SELECT SECTOR SPDR TR38.8K shares2.59%2026-06-302026-07-31

JHHY JOHN HANCOCK EXCHANGE TRADED288.6K shares11.13%2026-06-302026-07-31

Sponsored

PREF PRINCIPAL EXCHANGE TRADED FD381.0K sharesnew addition2026-06-302026-07-31

STE STERIS PLC33.9K shares6.52%2026-06-302026-07-31

ISHARES TR ISHARES TR9.5K shares-1.85%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS18.8K shares67.09%2026-06-302026-07-31

NVS NOVARTIS AG43.9K shares33.69%2026-06-302026-07-31

BBIN J P MORGAN EXCHANGE TRADED F82.6K shares1.65%2026-06-302026-07-31

WELL WELLTOWER INC28.2K shares1368.47%2026-06-302026-07-31

MISL FIRST TR EXCHANGE-TRADED FD139.1K shares-5.94%2026-06-302026-07-31

Sponsored

UNP UNION PAC CORP23.1K shares1.79%2026-06-302026-07-31

IVW ISHARES TR44.3K shares3.73%2026-06-302026-07-31

MGK VANGUARD WORLD FD69.1K shares10038.42%2026-06-302026-07-31

MDY SPDR S&P MIDCAP 400 ETF TR8.6K shares0.82%2026-06-302026-07-31

MTB M & T BK CORP25.2K shares-2.38%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC141.4K shares-1.49%2026-06-302026-07-31

CSPF COHEN & STEERS ETF TRUST228.9K shares7.18%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC66.2K shares23.47%2026-06-302026-07-31

Sponsored

CRM SALESFORCE INC37.0K shares2.87%2026-06-302026-07-31

BND VANGUARD BD INDEX FDS77.2K shares0.32%2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW44.3K shares-0.89%2026-06-302026-07-31

ADI ANALOG DEVICES INC14.0K shares0.62%2026-06-302026-07-31

HYD VANECK ETF TRUST105.6K sharesnew addition2026-06-302026-07-31

DIS DISNEY WALT CO55.8K shares0.95%2026-06-302026-07-31

ABT ABBOTT LABS58.8K shares-13.09%2026-06-302026-07-31

FTSM FIRST TR EXCHANGE-TRADED FD88.9K shares-3.96%2026-06-302026-07-31

Sponsored

WFC WELLS FARGO CO NEW63.8K shares5.63%2026-06-302026-07-31

LOW LOWES COS INC23.7K shares-2.17%2026-06-302026-07-31

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC6.8K shares-7.34%2026-06-302026-07-31

MUST COLUMBIA ETF TR I247.9K shares224.97%2026-06-302026-07-31

PPG PPG INDS INC42.3K shares-0.22%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC10.1K shares4.04%2026-06-302026-07-31

FTXO FIRST TR EXCHANGE TRADED FD122.1K shares-5.83%2026-06-302026-07-31

SBUX STARBUCKS CORP48.9K shares0.44%2026-06-302026-07-31

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F88.3K shares-4.29%2026-06-302026-07-31

BMY BRISTOL-MYERS SQUIBB CO85.0K shares-6.72%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC26.9K shares-3.88%2026-06-302026-07-31

CMI CUMMINS INC6.8K shares-5.84%2026-06-302026-07-31

SCHW SCHWAB CHARLES CORP52.3K shares3.64%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS95.1K shares70.66%2026-06-302026-07-31

VGT VANGUARD WORLD FDS39.8K shares715.40%2026-06-302026-07-31

IEI ISHARES TR40.3K shares246.26%2026-06-302026-07-31

Sponsored

NOC NORTHROP GRUMMAN CORP9.2K shares0.02%2026-06-302026-07-31

CARR CARRIER GLOBAL CORPORATION63.7K shares4.73%2026-06-302026-07-31

VEU VANGUARD INTL EQUITY INDEX F55.0K shares7.87%2026-06-302026-07-31

FV FIRST TR EXCHANGE-TRADED FD59.5K shares1.72%2026-06-302026-07-31

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-06-302026-07-31

FEOE RBB FUND TRUST83.5K shares0.57%2026-06-302026-07-31

JMUB J P MORGAN EXCHANGE TRADED F87.5K shares22.81%2026-06-302026-07-31

EMLP FIRST TR EXCHANGE TRADED FD100.4K shares3.13%2026-06-302026-07-31

Sponsored

DGX QUEST DIAGNOSTICS INC19.9K shares-0.39%2026-06-302026-07-31

LIN LINDE PLC8.1K shares1.40%2026-06-302026-07-31

PFE PFIZER INC173.2K shares-0.72%2026-06-302026-07-31

XLC SELECT SECTOR SPDR TR38.4K shares-2.65%2026-06-302026-07-31

BE BLOOM ENERGY CORP13.5K shares-12.61%2026-06-302026-07-31

CINF CINCINNATI FINL CORP21.4K shares8.47%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F66.0K shares16.77%2026-06-302026-07-31

TJX TJX COS INC NEW25.9K shares3.74%2026-06-302026-07-31

Sponsored

DE DEERE & CO6.2K shares0.98%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP7.7K shares-4.20%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO11.5K shares-0.29%2026-06-302026-07-31

FDX FEDEX CORP12.4K shares-0.32%2026-06-302026-07-31

AFL AFLAC INC32.9K shares-1.33%2026-06-302026-07-31

GILD GILEAD SCIENCES INC30.5K shares-1.73%2026-06-302026-07-31

VBIL VANGUARD INSTL INDEX FD50.9K sharesnew addition2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO39.3K shares-3.71%2026-06-302026-07-31

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC16.7K sharesnew addition2026-06-302026-07-31

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC16.8K sharesnew addition2026-06-302026-07-31

EPD ENTERPRISE PRODS PARTNERS L100.4K shares-9.81%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS23.1K shares12.12%2026-06-302026-07-31

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP21.3K sharesnew addition2026-06-302026-07-31

TSM TAIWAN SEMICONDUCTOR MFG LTD7.6K shares3.98%2026-06-302026-07-31

GRID FIRST TR EXCHANGE TRADED FD18.3K shares54.47%2026-06-302026-07-31

FE FIRSTENERGY CORP72.8K shares1.30%2026-06-302026-07-31

Sponsored

MUB ISHARES TR31.6K sharesnew addition2026-06-302026-07-31

JOHNSON CTLS INTL PLC JOHNSON CTLS INTL PLC23.2K shares-19.37%2026-06-302026-07-31

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F54.1K shares-4.84%2026-06-302026-07-31

FLEX FLEX LTD20.3K shares-43.64%2026-06-302026-07-31

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST123.0K shares15.91%2026-06-302026-07-31

LNC LINCOLN NATL CORP IND92.1K shares11.54%2026-06-302026-07-31

GD GENERAL DYNAMICS CORP9.2K shares0.57%2026-06-302026-07-31

JVAL J P MORGAN EXCHANGE TRADED F55.5K shares-6.24%2026-06-302026-07-31

Sponsored

VUG VANGUARD INDEX FDS37.7K shares276.60%2026-06-302026-07-31

CVS CVS HEALTH CORP31.1K shares2.91%2026-06-302026-07-31

ET ENERGY TRANSFER L P166.8K shares-16.66%2026-06-302026-07-31

EFA ISHARES TR30.5K shares2.95%2026-06-302026-07-31

FTXR FIRST TR EXCHANGE TRADED FD69.5K shares-9.36%2026-06-302026-07-31

TXN TEXAS INSTRS INC10.3K shares8.82%2026-06-302026-07-31

TGTX TG THERAPEUTICS INC55.8K shares0.22%2026-06-302026-07-31

UITB VICTORY PORTFOLIOS II65.1K shares12.28%2026-06-302026-07-31

Sponsored

WCMI FIRST TR EXCHANGE-TRADED FD153.9K shares-4.46%2026-06-302026-07-31

TPL TEXAS PACIFIC LAND CORPORATI6.9K shares-3.09%2026-06-302026-07-31

LECO LINCOLN ELEC HLDGS INC11.2K shares119.08%2026-06-302026-07-31

CIBR FIRST TR EXCHANGE TRADED FD33.2K shares4.73%2026-06-302026-07-31

LRCX LAM RESEARCH CORP6.7K shares5.74%2026-06-302026-07-31

IEF ISHARES TR30.5K shares-12.07%2026-06-302026-07-31

C CITIGROUP INC20.6K shares19.87%2026-06-302026-07-31

UPS UNITED PARCEL SERVICE INC26.3K shares66.12%2026-06-302026-07-31

Sponsored

EQT EQT CORP53.2K shares19.34%2026-06-302026-07-31

SYK STRYKER CORPORATION8.9K shares-80.81%2026-06-302026-07-31

XBI SPDR SER TR17.8K shares0.00%2026-06-302026-07-31

IJH ISHARES TR35.6K shares0.74%2026-06-302026-07-31

VT VANGUARD INTL EQUITY INDEX F17.3K shares0.71%2026-06-302026-07-31

VTES VANGUARD WELLINGTON FD26.8K shares20.48%2026-06-302026-07-31

RNW RENEW ENERGY GLOBAL PLC433.8K shares0.64%2026-06-302026-07-31

FXO FIRST TR EXCHANGE-TRADED FD43.2K shares2.84%2026-06-302026-07-31

Sponsored

VRT VERTIV HOLDINGS CO7.9K shares11.26%2026-06-302026-07-31

ISRG INTUITIVE SURGICAL INC6.6K shares-5.18%2026-06-302026-07-31

NSC NORFOLK SOUTHN CORP8.3K shares1.10%2026-06-302026-07-31

REET ISHARES TR93.9K sharesnew addition2026-06-302026-07-31

CSRE COHEN & STEERS ETF TRUST90.9K shares2.67%2026-06-302026-07-31

MS MORGAN STANLEY12.3K shares37.14%2026-06-302026-07-31

EEM ISHARES TR37.3K shares71.83%2026-06-302026-07-31

JBND J P MORGAN EXCHANGE TRADED F47.4K shares167.20%2026-06-302026-07-31

Sponsored

VLO VALERO ENERGY CORP9.7K shares0.43%2026-06-302026-07-31

JMEE J P MORGAN EXCHANGE TRADED F31.9K shares15.62%2026-06-302026-07-31

PUSH PGIM ETF TR48.9K shares20.25%2026-06-302026-07-31

MPC MARATHON PETE CORP9.7K shares1.84%2026-06-302026-07-31

VNQ VANGUARD INDEX FDS25.3K sharesnew addition2026-06-302026-07-31

CL COLGATE PALMOLIVE CO26.6K shares20.46%2026-06-302026-07-31

GLOF ISHARES TR41.3K shares-1.75%2026-06-302026-07-31

FTCS FIRST TR EXCHANGE-TRADED FD25.4K shares-9.92%2026-06-302026-07-31

Sponsored

SCHD SCHWAB STRATEGIC TR74.7K shares128.77%2026-06-302026-07-31

VRP INVESCO EXCH TRADED FD TR II97.3K sharesnew addition2026-06-302026-07-31

VTV VANGUARD INDEX FDS10.7K shares7.60%2026-06-302026-07-31

FTNT FORTINET INC15.1K shares-0.05%2026-06-302026-07-31

GLW CORNING INC9.1K shares12.39%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.6K shares12.04%2026-06-302026-07-31

LABCORP HOLDINGS INC LABCORP HOLDINGS INC8.2K shares-0.77%2026-06-302026-07-31

VCTR VICTORY CAP HLDGS INC27.1K shares-15.59%2026-06-302026-07-31

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CSNR COHEN & STEERS ETF TRUST68.1K shares49.99%2026-06-302026-07-31

BX BLACKSTONE INC19.1K shares-4.52%2026-06-302026-07-31

LDOS LEIDOS HOLDINGS INC21.8K shares82.12%2026-06-302026-07-31

DHR DANAHER CORPORATION11.7K shares-10.00%2026-06-302026-07-31

COF CAPITAL ONE FINL CORP11.1K shares55.46%2026-06-302026-07-31

ASTRAZENECA PLC ASTRAZENECA PLC11.7K sharesnew addition2026-06-302026-07-31

MO ALTRIA GROUP INC29.8K shares-2.53%2026-06-302026-07-31

GLD SPDR GOLD TR5.8K shares-27.53%2026-06-302026-07-31

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ITW ILLINOIS TOOL WKS INC7.8K shares11.88%2026-06-302026-07-31

TT TRANE TECHNOLOGIES PLC4.3K shares17.60%2026-06-302026-07-31

SPTM SPDR SER TR22.9K shares-0.91%2026-06-302026-07-31

EW EDWARDS LIFESCIENCES CORP22.6K shares226.44%2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING INC9.0K shares-3.44%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS28.2K shares0.50%2026-06-302026-07-31

MTZ MASTEC INC4.8K shares0.13%2026-06-302026-07-31

FEUZ FIRST TR EXCH TRD ALPHDX FD30.0K shares7.05%2026-06-302026-07-31

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CTAS CINTAS CORP11.6K shares0.11%2026-06-302026-07-31

ITM VANECK ETF TRUST42.0K sharesnew addition2026-06-302026-07-31

VCR VANGUARD WORLD FD4.8K shares-0.78%2026-06-302026-07-31

ICE INTERCONTINENTAL EXCHANGE INC15.3K shares13.63%2026-06-302026-07-31

TBIL RBB FD INC37.6K sharesnew addition2026-06-302026-07-31

EPS WISDOMTREE TR24.0K shares2.68%2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD T8.7K shares3.67%2026-06-302026-07-31

ILCG ISHARES TR15.7K shares-18.23%2026-06-302026-07-31

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FNB F N B CORP96.3K sharesnew addition2026-06-302026-07-31

BA BOEING CO8.5K shares10.35%2026-06-302026-07-31

ISHARES TR ISHARES TR18.5K shares-1.78%2026-06-302026-07-31

ILDR FIRST TR EXCHNG TRADED FD VI46.6K shares22.53%2026-06-302026-07-31

JMST J P MORGAN EXCHANGE TRADED F35.7K shares13.41%2026-06-302026-07-31

CORTEVA INC CORTEVA INC21.4K shares-2.42%2026-06-302026-07-31

NOBL PROSHARES TR31.9K shares100.43%2026-06-302026-07-31

MPLX MPLX LP31.7K shares-23.76%2026-06-302026-07-31

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FDL FIRST TR MORNINGSTAR DIVID L36.6K shares92.18%2026-06-302026-07-31

XLE SELECT SECTOR SPDR TR33.4K shares40.73%2026-06-302026-07-31

NTAP NETAPP INC11.3K shares0.96%2026-06-302026-07-31

GRMN GARMIN LTD7.3K shares2.39%2026-06-302026-07-31

SDY SPDR SER TR11.4K shares0.07%2026-06-302026-07-31

BK BANK NEW YORK MELLON CORP11.8K shares37.08%2026-06-302026-07-31

ISHARES TR ISHARES TR17.3K shares11.17%2026-06-302026-07-31

VUSB VANGUARD BD INDEX FDS33.6K shares0.72%2026-06-302026-07-31

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IWR ISHARES TR15.1K shares0.24%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS7.0K shares13.02%2026-06-302026-07-31

ANGL VANECK ETF TRUST56.5K sharesnew addition2026-06-302026-07-31

BBUS J P MORGAN EXCHANGE TRADED F12.0K shares44.87%2026-06-302026-07-31

FTC FIRST TR EXCHANGE-TRADED ALP8.1K shares290.27%2026-06-302026-07-31

IWF ISHARES TR12.5K shares1146.46%2026-06-302026-07-31

WDC WESTERN DIGITAL CORP2.4K shares9.34%2026-06-302026-07-31

VOT VANGUARD INDEX FDS5.0K shares22.12%2026-06-302026-07-31

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FTEC FIDELITY COVINGTON TRUST5.3K shares20.22%2026-06-302026-07-31

DIA SPDR DOW JONES INDL AVERAGE2.9K shares0.88%2026-06-302026-07-31

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP4.7K shares-4.68%2026-06-302026-07-31

VFH VANGUARD WORLD FD11.4K shares233.65%2026-06-302026-07-31

COP CONOCOPHILLIPS14.4K shares5.28%2026-06-302026-07-31

FTA FIRST TR EXCHANGE-TRADED ALP15.4K shares325.96%2026-06-302026-07-31

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COHR COHERENT CORP3.7K shares-1.48%2026-06-302026-07-31

KMB KIMBERLY-CLARK CORP13.3K shares-4.02%2026-06-302026-07-31

AMERIPRISE FINL INC AMERIPRISE FINL INC3.1K shares3.93%2026-06-302026-07-31

CLOUDFLARE INC CLOUDFLARE INC5.9K shares22.15%2026-06-302026-07-31

GEW EA SERIES TRUST26.2K shares0.00%2026-06-302026-07-31

MEDTRONIC PLC MEDTRONIC PLC18.1K shares-66.12%2026-06-302026-07-31

ITOT ISHARES TR8.6K shares42.16%2026-06-302026-07-31

WES WESTERN MIDSTREAM PARTNERS L31.9K shares-34.85%2026-06-302026-07-31

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IUSB ISHARES TR30.3K shares-2.62%2026-06-302026-07-31

IJK ISHARES TR11.8K shares0.09%2026-06-302026-07-31

PFF ISHARES TR44.6K sharesnew addition2026-06-302026-07-31

HWM HOWMET AEROSPACE INC5.1K shares3.40%2026-06-302026-07-31

MFC MANULIFE FINL CORP33.4K shares0.00%2026-06-302026-07-31

ALPS ETF TR ALPS ETF TR26.0K shares-27.76%2026-06-302026-07-31

IP INTERNATIONAL PAPER CO34.5K shares14.08%2026-06-302026-07-31

S&P GLOBAL INC S&P GLOBAL INC3.2K shares2.70%2026-06-302026-07-31

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FIX COMFORT SYS USA INC644 shares6.45%2026-06-302026-07-31

ADOBE SYSTEMS INCORPORATED ADOBE SYSTEMS INCORPORATED6.1K shares-38.40%2026-06-302026-07-31

VBK VANGUARD INDEX FDS3.4K shares77.04%2026-06-302026-07-31

SNOWFLAKE INC SNOWFLAKE INC4.8K shares-16.49%2026-06-302026-07-31

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC3.7K shares-2.63%2026-06-302026-07-31

IWD ISHARES TR5.0K shares288.10%2026-06-302026-07-31

IJT ISHARES TR6.8K shares0.15%2026-06-302026-07-31

FREEPORT-MCMORAN INC FREEPORT-MCMORAN INC19.3K shares15.13%2026-06-302026-07-31

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GBAB GUGGENHEIM TAXABLE MUNICP BO82.1K shares-0.24%2026-06-302026-07-31

EXPD EXPEDITORS INTL WASH INC7.3K shares-3.93%2026-06-302026-07-31

SCHX SCHWAB STRATEGIC TR40.1K shares3.00%2026-06-302026-07-31

DOMINION ENERGY INC DOMINION ENERGY INC17.2K shares29.57%2026-06-302026-07-31

DLN WISDOMTREE TR12.2K shares229.27%2026-06-302026-07-31

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UBER UBER TECHNOLOGIES INC16.0K shares-9.06%2026-06-302026-07-31

KNG FIRST TR EXCHANGE-TRADED FD22.9K shares-0.64%2026-06-302026-07-31

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HUBB HUBBELL INC2.2K shares-0.05%2026-06-302026-07-31

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FVD FIRST TR VALUE LINE DIVID IN22.5K shares-16.48%2026-06-302026-07-31

RPM RPM INTL INC9.7K shares-3.44%2026-06-302026-07-31

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CAH CARDINAL HEALTH INC4.3K shares325.47%2026-06-302026-07-31

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR22.4K shares49.75%2026-06-302026-07-31

T AT&T INC48.9K shares12.53%2026-06-302026-07-31

TER TERADYNE INC2.1K shares-5.17%2026-06-302026-07-31

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TTWO TAKE-TWO INTERACTIVE SOFTWAR4.0K shares56.25%2026-06-302026-07-31

JGLO J P MORGAN EXCHANGE TRADED F13.7K shares-11.88%2026-06-302026-07-31

VBR VANGUARD INDEX FDS4.0K shares145.34%2026-06-302026-07-31

ENB ENBRIDGE INC17.6K shares-7.44%2026-06-302026-07-31

IEV ISHARES TR13.1K shares1.48%2026-06-302026-07-31

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GWW GRAINGER W W INC698 shares20.55%2026-06-302026-07-31

XLF SELECT SECTOR SPDR TR17.7K shares2.73%2026-06-302026-07-31

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IWN ISHARES TR4.2K shares9.96%2026-06-302026-07-31

URI UNITED RENTALS INC814 shares55.64%2026-06-302026-07-31

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SHY ISHARES TR10.9K shares-0.51%2026-06-302026-07-31

KKR KKR & CO INC9.7K shares-10.76%2026-06-302026-07-31

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NBIX NEUROCRINE BIOSCIENCES INC5.2K shares0.54%2026-06-302026-07-31

TMUS T-MOBILE US INC5.2K shares29.30%2026-06-302026-07-31

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DVY ISHARES TR5.0K shares-2.10%2026-06-302026-07-31

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SCHB SCHWAB STRATEGIC TR23.8K shares2.14%2026-06-302026-07-31

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HDV ISHARES TR25.1K shares418.93%2026-06-302026-07-31

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HYG ISHARES TR8.5K shares65.70%2026-06-302026-07-31

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JBHT HUNT J B TRANS SVCS INC2.3K shares2.97%2026-06-302026-07-31

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FSMB FIRST TR EXCH TRADED FD III31.7K shares0.70%2026-06-302026-07-31

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GJUL FIRST TR EXCHNG TRADED FD VI14.2K shares-22.02%2026-06-302026-07-31

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FTI TECHNIPFMC PLC9.0K shares0.10%2026-06-302026-07-31

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VRTX VERTEX PHARMACEUTICALS INC1.2K shares53.54%2026-06-302026-07-31

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AMT AMERICAN TOWER CORP NEW3.6K shares6.01%2026-06-302026-07-31

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EME EMCOR GROUP INC701 shares-8.01%2026-06-302026-07-31

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MEGI MAINSTAY CBRE GBL INFRSTR ME38.1K shares0.80%2026-06-302026-07-31

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AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC4.2K shares10.20%2026-06-302026-07-31

WCME FIRST TR EXCHANGE-TRADED FD28.3K shares-51.10%2026-06-302026-07-31

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VDE VANGUARD WORLD FD3.7K sharesnew addition2026-06-302026-07-31

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KEY KEYCORP23.2K shares-0.30%2026-06-302026-07-31

EFG ISHARES TR4.3K shares-2.36%2026-06-302026-07-31

IEMG ISHARES INC6.4K shares1.04%2026-06-302026-07-31

MINT PIMCO ETF TR5.3K shares-9.41%2026-06-302026-07-31

SPTL SPDR SER TR20.0K shares-20.48%2026-06-302026-07-31

TROW PRICE T ROWE GROUP INC4.6K shares-4.62%2026-06-302026-07-31

Sponsored

PYPL PAYPAL HLDGS INC12.1K shares-3.23%2026-06-302026-07-31

JAAA JANUS DETROIT STR TR10.3K shares0.00%2026-06-302026-07-31

NRG NRG ENERGY INC3.6K shares-1.22%2026-06-302026-07-31

PRU PRUDENTIAL FINL INC4.8K shares37.08%2026-06-302026-07-31

AIQ GLOBAL X FDS7.9K shares-4.50%2026-06-302026-07-31

SLB SCHLUMBERGER LTD11.0K shares16.52%2026-06-302026-07-31

FXR FIRST TR EXCHANGE TRADED FD5.6K shares-3.20%2026-06-302026-07-31

ARHAUS INC ARHAUS INC60.2K shares-0.41%2026-06-302026-07-31

Sponsored

EIX EDISON INTL6.8K shares-14.06%2026-06-302026-07-31

IWV ISHARES TR1.2K shares0.00%2026-06-302026-07-31

JEF JEFFERIES FINL GROUP INC10.1K shares0.06%2026-06-302026-07-31

IBIT ISHARES BITCOIN TRUST ETF15.0K shares112.96%2026-06-302026-07-31

XYL XYLEM INC4.2K shares9.16%2026-06-302026-07-31

SCHV SCHWAB STRATEGIC TR14.2K shares0.00%2026-06-302026-07-31

PCG PG&E CORP29.4K shares-37.85%2026-06-302026-07-31

FDS BLACKSTONE INC2.1K shares44.22%2026-06-302026-07-31

Sponsored

BIZD VANECK ETF TRUST38.9K sharesnew addition2026-06-302026-07-31

IDV ISHARES TR11.9K shares-2.33%2026-06-302026-07-31

ZOETIS INC ZOETIS INC6.8K shares-10.59%2026-06-302026-07-31

IOO ISHARES TR3.6K shares0.00%2026-06-302026-07-31

DOW DOW HLDGS INC17.8K shares-5.91%2026-06-302026-07-31

BGIG ETF SER SOLUTIONS13.5K shares0.30%2026-06-302026-07-31

VLUE ISHARES TR2.4K shares-9.12%2026-06-302026-07-31

GSC GOLDMAN SACHS ETF TR7.0K shares0.00%2026-06-302026-07-31

Sponsored

DKNG DRAFTKINGS INC NEW19.2K shares15.80%2026-06-302026-07-31

IAU ISHARES GOLD TR6.4K shares0.46%2026-06-302026-07-31

SAIC SCIENCE APPLICATIONS INTL CORP4.4K shares-2.07%2026-06-302026-07-31

AVA AVISTA CORP11.7K shares5.23%2026-06-302026-07-31

AAPL

APPLE INC

6.31%

Shares859.1K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

7.88%

Shares1.1M

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

24.75%

Shares184.1K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

9.57%

Shares332.9K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

4.03%

Shares327.7K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

14.94%

Shares442.1K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

14.45%

Shares311.1K

Event2026-06-30

Filed2026-07-31

PROCTER AND GAMBLE CO

11.56%

Shares529.2K

Event2026-06-30

Filed2026-07-31

SHW

SHERWIN WILLIAMS CO

0.17%

Shares223.8K

Event2026-06-30

Filed2026-07-31

JCPB

J P MORGAN EXCHANGE TRADED F

96.20%

Shares1.5M

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

25.80%

Shares266.4K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

19.82%

Shares171.5K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

-0.05%

Shares150.4K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

31.41%

Shares149.2K

Event2026-06-30

Filed2026-07-31

RECS

COLUMBIA ETF TR I

16.52%

Shares1.1M

Event2026-06-30

Filed2026-07-31

JIRE

J P MORGAN EXCHANGE TRADED F

20.76%

Shares592.3K

Event2026-06-30

Filed2026-07-31

VISA INC

38.86%

Shares140.2K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

New

Shares325.1K

Event2026-06-30

Filed2026-07-31

BIV

VANGUARD BD INDEX FDS

New

Shares575.9K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

5.60%

Shares339.6K

Event2026-06-30

Filed2026-07-31

QUANTA SVCS INC

-2.42%

Shares54.7K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

-5.22%

Shares113.3K

Event2026-06-30

Filed2026-07-31

PGR

PROGRESSIVE CORP

-0.46%

Shares170.3K

Event2026-06-30

Filed2026-07-31

JGRO

J P MORGAN EXCHANGE TRADED F

-18.33%

Shares364.1K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

2.19%

Shares60.9K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

32.89%

Shares70.4K

Event2026-06-30

Filed2026-07-31

RAYTHEON TECHNOLOGIES CORP

0.67%

Shares180.0K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

28.42%

Shares95.7K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

54.04%

Shares130.5K

Event2026-06-30

Filed2026-07-31

COSTCO WHSL CORP NEW

24.83%

Shares35.0K

Event2026-06-30

Filed2026-07-31

JAVA

J P MORGAN EXCHANGE TRADED F

-6.55%

Shares404.2K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

1.03%

Shares31.2K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

0.76%

Shares109.0K

Event2026-06-30

Filed2026-07-31

LLY

LILLY ELI & CO

76.51%

Shares25.6K

Event2026-06-30

Filed2026-07-31

SCHZ

SCHWAB STRATEGIC TR

-21.23%

Shares1.3M

Event2026-06-30

Filed2026-07-31

SPDR S&P 500 ETF TR

-0.58%

Shares35.0K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

42.26%

Shares223.3K

Event2026-06-30

Filed2026-07-31

PARKER-HANNIFIN CORP

2.79%

Shares25.4K

Event2026-06-30

Filed2026-07-31

USB

US BANCORP DEL

-3.31%

Shares395.3K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.93%

Shares78.1K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

-0.03%

Shares127.9K

Event2026-06-30

Filed2026-07-31

PNC

PNC FINL SVCS GROUP INC

-1.78%

Shares90.2K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

103.56%

Shares52.6K

Event2026-06-30

Filed2026-07-31

BSV

VANGUARD BD INDEX FDS

4264.17%

Shares278.1K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

15.33%

Shares137.3K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

114.71%

Shares35.4K

Event2026-06-30

Filed2026-07-31

SLAB

SILICON LABORATORIES INC

5.39%

Shares90.5K

Event2026-06-30

Filed2026-07-31

RDVY

FIRST TR EXCHANGE-TRADED FD

-2.65%

Shares241.6K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORP NEW

25.59%

Shares115.3K

Event2026-06-30

Filed2026-07-31

3M CO

-0.15%

Shares116.4K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

68.48%

Shares218.2K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

9.85%

Shares39.8K

Event2026-06-30

Filed2026-07-31

CGXU

CAPITAL GROUP INTL FOCUS EQT

6.57%

Shares478.3K

Event2026-06-30

Filed2026-07-31

JEMA

J P MORGAN EXCHANGE TRADED F

13.98%

Shares253.3K

Event2026-06-30

Filed2026-07-31

NETFLIX INC

548.92%

Shares223.5K

Event2026-06-30

Filed2026-07-31

SPEM

SPDR INDEX SHS FDS

12.68%

Shares308.1K

Event2026-06-30

Filed2026-07-31

CGGR

CAPITAL GROUP GROWTH ETF

6.58%

Shares328.9K

Event2026-06-30

Filed2026-07-31

ASML

ASML HOLDING N V

-0.63%

Shares7.8K

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

-2.57%

Shares21.2K

Event2026-06-30

Filed2026-07-31

NCPB

NUSHARES ETF TR

14.59%

Shares609.3K

Event2026-06-30

Filed2026-07-31

PYLD

PIMCO ETF TR

2.84%

Shares562.6K

Event2026-06-30

Filed2026-07-31

PSX

PHILLIPS 66

0.27%

Shares87.1K

Event2026-06-30

Filed2026-07-31

BAC

BANK AMERICA CORP

318.37%

Shares244.4K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

7.50%

Shares99.1K

Event2026-06-30

Filed2026-07-31

PULS

PGIM ETF TR

6.62%

Shares268.4K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

176.01%

Shares25.2K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

7.54%

Shares17.1K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

-2.36%

Shares10.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

330.25%

Shares146.5K

Event2026-06-30

Filed2026-07-31

AVUV

AMERICAN CENTY ETF TR

8.41%

Shares94.0K

Event2026-06-30

Filed2026-07-31

BLV

VANGUARD BD INDEX FDS

New

Shares166.5K

Event2026-06-30

Filed2026-07-31

FTXL

FIRST TR EXCHANGE TRADED FD

-6.23%

Shares39.8K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

-0.24%

Shares37.5K

Event2026-06-30

Filed2026-07-31

GENERAL ELECTRIC CO

-0.73%

Shares29.8K

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

2305.82%

Shares60.8K

Event2026-06-30

Filed2026-07-31

AIRR

FIRST TR EXCHANGE-TRADED FD

2.49%

Shares81.2K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

-0.21%

Shares81.4K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

12.93%

Shares76.3K

Event2026-06-30

Filed2026-07-31

HELO

J P MORGAN EXCHANGE TRADED F

33.17%

Shares152.1K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

104.80%

Shares8.6K

Event2026-06-30

Filed2026-07-31

FDN

FIRST TR EXCHANGE-TRADED FD

-0.31%

Shares37.6K

Event2026-06-30

Filed2026-07-31

JPST

J P MORGAN EXCHANGE TRADED F

-5.92%

Shares194.3K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

1.77%

Shares9.2K

Event2026-06-30

Filed2026-07-31

MUNI

PIMCO ETF TR

1574.90%

Shares185.9K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

3.78%

Shares35.9K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

1.53%

Shares66.4K

Event2026-06-30

Filed2026-07-31

JFLX

J P MORGAN EXCHANGE TRADED F

4.87%

Shares188.6K

Event2026-06-30

Filed2026-07-31

APH

AMPHENOL CORP NEW

323.93%

Shares52.7K

Event2026-06-30

Filed2026-07-31

CHUBB LIMITED

16.05%

Shares27.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

45.73%

Shares26.6K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

1.95%

Shares9.5K

Event2026-06-30

Filed2026-07-31

JPIE

J P MORGAN EXCHANGE TRADED F

18.12%

Shares195.7K

Event2026-06-30

Filed2026-07-31

FITB

FIFTH THIRD BANCORP

0.03%

Shares240.2K

Event2026-06-30

Filed2026-07-31

SJM

SMUCKER J M CO

3.45%

Shares74.7K

Event2026-06-30

Filed2026-07-31

MGV

VANGUARD WORLD FD

New

Shares51.3K

Event2026-06-30

Filed2026-07-31

SDVY

FIRST TR EXCHANGE-TRADED FD

-3.52%

Shares192.8K

Event2026-06-30

Filed2026-07-31

LHX

L3HARRIS TECHNOLOGIES INC

2.08%

Shares28.3K

Event2026-06-30

Filed2026-07-31

KROGER CO

58.54%

Shares142.3K

Event2026-06-30

Filed2026-07-31

FBT

FIRST TR EXCHANGE-TRADED FD

-6.56%

Shares31.6K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

1.33%

Shares33.9K

Event2026-06-30

Filed2026-07-31

TGT

TARGET CORP

1.44%

Shares58.6K

Event2026-06-30

Filed2026-07-31

ISHARES TR

0.53%

Shares92.0K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

2.59%

Shares38.8K

Event2026-06-30

Filed2026-07-31

JHHY

JOHN HANCOCK EXCHANGE TRADED

11.13%

Shares288.6K

Event2026-06-30

Filed2026-07-31

PREF

PRINCIPAL EXCHANGE TRADED FD

New

Shares381.0K

Event2026-06-30

Filed2026-07-31

STE

STERIS PLC

6.52%

Shares33.9K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-1.85%

Shares9.5K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

67.09%

Shares18.8K

Event2026-06-30

Filed2026-07-31

NVS

NOVARTIS AG

33.69%

Shares43.9K

Event2026-06-30

Filed2026-07-31

BBIN

J P MORGAN EXCHANGE TRADED F

1.65%

Shares82.6K

Event2026-06-30

Filed2026-07-31

WELL

WELLTOWER INC

1368.47%

Shares28.2K

Event2026-06-30

Filed2026-07-31

MISL

FIRST TR EXCHANGE-TRADED FD

-5.94%

Shares139.1K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

1.79%

Shares23.1K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

3.73%

Shares44.3K

Event2026-06-30

Filed2026-07-31

MGK

VANGUARD WORLD FD

10038.42%

Shares69.1K

Event2026-06-30

Filed2026-07-31

MDY

SPDR S&P MIDCAP 400 ETF TR

0.82%

Shares8.6K

Event2026-06-30

Filed2026-07-31

MTB

M & T BK CORP

-2.38%

Shares25.2K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

-1.49%

Shares141.4K

Event2026-06-30

Filed2026-07-31

CSPF

COHEN & STEERS ETF TRUST

7.18%

Shares228.9K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

23.47%

Shares66.2K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

2.87%

Shares37.0K

Event2026-06-30

Filed2026-07-31

BND

VANGUARD BD INDEX FDS

0.32%

Shares77.2K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

-0.89%

Shares44.3K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES INC

0.62%

Shares14.0K

Event2026-06-30

Filed2026-07-31

HYD

VANECK ETF TRUST

New

Shares105.6K

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

0.95%

Shares55.8K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABS

-13.09%

Shares58.8K

Event2026-06-30

Filed2026-07-31

FTSM

FIRST TR EXCHANGE-TRADED FD

-3.96%

Shares88.9K

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO CO NEW

5.63%

Shares63.8K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

-2.17%

Shares23.7K

Event2026-06-30

Filed2026-07-31

CROWDSTRIKE HLDGS INC

-7.34%

Shares6.8K

Event2026-06-30

Filed2026-07-31

MUST

COLUMBIA ETF TR I

224.97%

Shares247.9K

Event2026-06-30

Filed2026-07-31

PPG

PPG INDS INC

-0.22%

Shares42.3K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

4.04%

Shares10.1K

Event2026-06-30

Filed2026-07-31

FTXO

FIRST TR EXCHANGE TRADED FD

-5.83%

Shares122.1K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

0.44%

Shares48.9K

Event2026-06-30

Filed2026-07-31

JEPI

J P MORGAN EXCHANGE TRADED F

-4.29%

Shares88.3K

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

-6.72%

Shares85.0K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

-3.88%

Shares26.9K

Event2026-06-30

Filed2026-07-31

CMI

CUMMINS INC

-5.84%

Shares6.8K

Event2026-06-30

Filed2026-07-31

SCHW

SCHWAB CHARLES CORP

3.64%

Shares52.3K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

70.66%

Shares95.1K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD WORLD FDS

715.40%

Shares39.8K

Event2026-06-30

Filed2026-07-31

IEI

ISHARES TR

246.26%

Shares40.3K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN CORP

0.02%

Shares9.2K

Event2026-06-30

Filed2026-07-31

CARR

CARRIER GLOBAL CORPORATION

4.73%

Shares63.7K

Event2026-06-30

Filed2026-07-31

VEU

VANGUARD INTL EQUITY INDEX F

7.87%

Shares55.0K

Event2026-06-30

Filed2026-07-31

FIRST TR EXCHANGE-TRADED FD

1.72%

Shares59.5K

Event2026-06-30

Filed2026-07-31

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-06-30

Filed2026-07-31

FEOE

RBB FUND TRUST

0.57%

Shares83.5K

Event2026-06-30

Filed2026-07-31

JMUB

J P MORGAN EXCHANGE TRADED F

22.81%

Shares87.5K

Event2026-06-30

Filed2026-07-31

EMLP

FIRST TR EXCHANGE TRADED FD

3.13%

Shares100.4K

Event2026-06-30

Filed2026-07-31

DGX

QUEST DIAGNOSTICS INC

-0.39%

Shares19.9K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

1.40%

Shares8.1K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

-0.72%

Shares173.2K

Event2026-06-30

Filed2026-07-31

XLC

SELECT SECTOR SPDR TR

-2.65%

Shares38.4K

Event2026-06-30

Filed2026-07-31

BLOOM ENERGY CORP

-12.61%

Shares13.5K

Event2026-06-30

Filed2026-07-31

CINF

CINCINNATI FINL CORP

8.47%

Shares21.4K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

16.77%

Shares66.0K

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW

3.74%

Shares25.9K

Event2026-06-30

Filed2026-07-31

DEERE & CO

0.98%

Shares6.2K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

-4.20%

Shares7.7K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

-0.29%

Shares11.5K

Event2026-06-30

Filed2026-07-31

FDX

FEDEX CORP

-0.32%

Shares12.4K

Event2026-06-30

Filed2026-07-31

AFL

AFLAC INC

-1.33%

Shares32.9K

Event2026-06-30

Filed2026-07-31

GILD

GILEAD SCIENCES INC

-1.73%

Shares30.5K

Event2026-06-30

Filed2026-07-31

VBIL

VANGUARD INSTL INDEX FD

New

Shares50.9K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

-3.71%

Shares39.3K

Event2026-06-30

Filed2026-07-31

HONEYWELL INTL INC

New

Shares16.7K

Event2026-06-30

Filed2026-07-31

HONEYWELL AEROSPACE INC

New

Shares16.8K

Event2026-06-30

Filed2026-07-31

EPD

ENTERPRISE PRODS PARTNERS L

-9.81%

Shares100.4K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

12.12%

Shares23.1K

Event2026-06-30

Filed2026-07-31

SPACE EXPLORATION TECHN CORP

New

Shares21.3K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MFG LTD

3.98%

Shares7.6K

Event2026-06-30

Filed2026-07-31

GRID

FIRST TR EXCHANGE TRADED FD

54.47%

Shares18.3K

Event2026-06-30

Filed2026-07-31

FIRSTENERGY CORP

1.30%

Shares72.8K

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

New

Shares31.6K

Event2026-06-30

Filed2026-07-31

JOHNSON CTLS INTL PLC

-19.37%

Shares23.2K

Event2026-06-30

Filed2026-07-31

J P MORGAN EXCHANGE TRADED F

-4.84%

Shares54.1K

Event2026-06-30

Filed2026-07-31

FLEX

FLEX LTD

-43.64%

Shares20.3K

Event2026-06-30

Filed2026-07-31

INNOVATOR ETFS TRUST

15.91%

Shares123.0K

Event2026-06-30

Filed2026-07-31

LNC

LINCOLN NATL CORP IND

11.54%

Shares92.1K

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS CORP

0.57%

Shares9.2K

Event2026-06-30

Filed2026-07-31

JVAL

J P MORGAN EXCHANGE TRADED F

-6.24%

Shares55.5K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

276.60%

Shares37.7K

Event2026-06-30

Filed2026-07-31

CVS

CVS HEALTH CORP

2.91%

Shares31.1K

Event2026-06-30

Filed2026-07-31

ENERGY TRANSFER L P

-16.66%

Shares166.8K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

2.95%

Shares30.5K

Event2026-06-30

Filed2026-07-31

FTXR

FIRST TR EXCHANGE TRADED FD

-9.36%

Shares69.5K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

8.82%

Shares10.3K

Event2026-06-30

Filed2026-07-31

TGTX

TG THERAPEUTICS INC

0.22%

Shares55.8K

Event2026-06-30

Filed2026-07-31

UITB

VICTORY PORTFOLIOS II

12.28%

Shares65.1K

Event2026-06-30

Filed2026-07-31

WCMI

FIRST TR EXCHANGE-TRADED FD

-4.46%

Shares153.9K

Event2026-06-30

Filed2026-07-31

TPL

TEXAS PACIFIC LAND CORPORATI

-3.09%

Shares6.9K

Event2026-06-30

Filed2026-07-31

LECO

LINCOLN ELEC HLDGS INC

119.08%

Shares11.2K

Event2026-06-30

Filed2026-07-31

CIBR

FIRST TR EXCHANGE TRADED FD

4.73%

Shares33.2K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

5.74%

Shares6.7K

Event2026-06-30

Filed2026-07-31

IEF

ISHARES TR

-12.07%

Shares30.5K

Event2026-06-30

Filed2026-07-31

CITIGROUP INC

19.87%

Shares20.6K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SERVICE INC

66.12%

Shares26.3K

Event2026-06-30

Filed2026-07-31

EQT

EQT CORP

19.34%

Shares53.2K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

-80.81%

Shares8.9K

Event2026-06-30

Filed2026-07-31

XBI

SPDR SER TR

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

0.74%

Shares35.6K

Event2026-06-30

Filed2026-07-31

VANGUARD INTL EQUITY INDEX F

0.71%

Shares17.3K

Event2026-06-30

Filed2026-07-31

VTES

VANGUARD WELLINGTON FD

20.48%

Shares26.8K

Event2026-06-30

Filed2026-07-31

RNW

RENEW ENERGY GLOBAL PLC

0.64%

Shares433.8K

Event2026-06-30

Filed2026-07-31

FXO

FIRST TR EXCHANGE-TRADED FD

2.84%

Shares43.2K

Event2026-06-30

Filed2026-07-31

VRT

VERTIV HOLDINGS CO

11.26%

Shares7.9K

Event2026-06-30

Filed2026-07-31

ISRG

INTUITIVE SURGICAL INC

-5.18%

Shares6.6K

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHN CORP

1.10%

Shares8.3K

Event2026-06-30

Filed2026-07-31

REET

ISHARES TR

New

Shares93.9K

Event2026-06-30

Filed2026-07-31

CSRE

COHEN & STEERS ETF TRUST

2.67%

Shares90.9K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

37.14%

Shares12.3K

Event2026-06-30

Filed2026-07-31

EEM

ISHARES TR

71.83%

Shares37.3K

Event2026-06-30

Filed2026-07-31

JBND

J P MORGAN EXCHANGE TRADED F

167.20%

Shares47.4K

Event2026-06-30

Filed2026-07-31

VLO

VALERO ENERGY CORP

0.43%

Shares9.7K

Event2026-06-30

Filed2026-07-31

JMEE

J P MORGAN EXCHANGE TRADED F

15.62%

Shares31.9K

Event2026-06-30

Filed2026-07-31

PUSH

PGIM ETF TR

20.25%

Shares48.9K

Event2026-06-30

Filed2026-07-31

MPC

MARATHON PETE CORP

1.84%

Shares9.7K

Event2026-06-30

Filed2026-07-31

VNQ

VANGUARD INDEX FDS

New

Shares25.3K

Event2026-06-30

Filed2026-07-31

COLGATE PALMOLIVE CO

20.46%

Shares26.6K

Event2026-06-30

Filed2026-07-31

GLOF

ISHARES TR

-1.75%

Shares41.3K

Event2026-06-30

Filed2026-07-31

FTCS

FIRST TR EXCHANGE-TRADED FD

-9.92%

Shares25.4K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

128.77%

Shares74.7K

Event2026-06-30

Filed2026-07-31

VRP

INVESCO EXCH TRADED FD TR II

New

Shares97.3K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

7.60%

Shares10.7K

Event2026-06-30

Filed2026-07-31

FTNT

FORTINET INC

-0.05%

Shares15.1K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

12.39%

Shares9.1K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

12.04%

Shares5.6K

Event2026-06-30

Filed2026-07-31

LABCORP HOLDINGS INC

-0.77%

Shares8.2K

Event2026-06-30

Filed2026-07-31

VCTR

VICTORY CAP HLDGS INC

-15.59%

Shares27.1K

Event2026-06-30

Filed2026-07-31

CSNR

COHEN & STEERS ETF TRUST

49.99%

Shares68.1K

Event2026-06-30

Filed2026-07-31

BLACKSTONE INC

-4.52%

Shares19.1K

Event2026-06-30

Filed2026-07-31

LDOS

LEIDOS HOLDINGS INC

82.12%

Shares21.8K

Event2026-06-30

Filed2026-07-31

DHR

DANAHER CORPORATION

-10.00%

Shares11.7K

Event2026-06-30

Filed2026-07-31

COF

CAPITAL ONE FINL CORP

55.46%

Shares11.1K

Event2026-06-30

Filed2026-07-31

ASTRAZENECA PLC

New

Shares11.7K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

-2.53%

Shares29.8K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

-27.53%

Shares5.8K

Event2026-06-30

Filed2026-07-31

ITW

ILLINOIS TOOL WKS INC

11.88%

Shares7.8K

Event2026-06-30

Filed2026-07-31

TRANE TECHNOLOGIES PLC

17.60%

Shares4.3K

Event2026-06-30

Filed2026-07-31

SPTM

SPDR SER TR

-0.91%

Shares22.9K

Event2026-06-30

Filed2026-07-31

EDWARDS LIFESCIENCES CORP

226.44%

Shares22.6K

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING INC

-3.44%

Shares9.0K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

0.50%

Shares28.2K

Event2026-06-30

Filed2026-07-31

MTZ

MASTEC INC

0.13%

Shares4.8K

Event2026-06-30

Filed2026-07-31

FEUZ

FIRST TR EXCH TRD ALPHDX FD

7.05%

Shares30.0K

Event2026-06-30

Filed2026-07-31

CTAS

CINTAS CORP

0.11%

Shares11.6K

Event2026-06-30

Filed2026-07-31

ITM

VANECK ETF TRUST

New

Shares42.0K

Event2026-06-30

Filed2026-07-31

VCR

VANGUARD WORLD FD

-0.78%

Shares4.8K

Event2026-06-30

Filed2026-07-31

ICE

INTERCONTINENTAL EXCHANGE INC

13.63%

Shares15.3K

Event2026-06-30

Filed2026-07-31

TBIL

RBB FD INC

New

Shares37.6K

Event2026-06-30

Filed2026-07-31

EPS

WISDOMTREE TR

2.68%

Shares24.0K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD T

3.67%

Shares8.7K

Event2026-06-30

Filed2026-07-31

ILCG

ISHARES TR

-18.23%

Shares15.7K

Event2026-06-30

Filed2026-07-31

FNB

F N B CORP

New

Shares96.3K

Event2026-06-30

Filed2026-07-31

BOEING CO

10.35%

Shares8.5K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-1.78%

Shares18.5K

Event2026-06-30

Filed2026-07-31

ILDR

FIRST TR EXCHNG TRADED FD VI

22.53%

Shares46.6K

Event2026-06-30

Filed2026-07-31

JMST

J P MORGAN EXCHANGE TRADED F

13.41%

Shares35.7K

Event2026-06-30

Filed2026-07-31

CORTEVA INC

-2.42%

Shares21.4K

Event2026-06-30

Filed2026-07-31

NOBL

PROSHARES TR

100.43%

Shares31.9K

Event2026-06-30

Filed2026-07-31

MPLX

MPLX LP

-23.76%

Shares31.7K

Event2026-06-30

Filed2026-07-31

FDL

FIRST TR MORNINGSTAR DIVID L

92.18%

Shares36.6K

Event2026-06-30

Filed2026-07-31

XLE

SELECT SECTOR SPDR TR

40.73%

Shares33.4K

Event2026-06-30

Filed2026-07-31

NTAP

NETAPP INC

0.96%

Shares11.3K

Event2026-06-30

Filed2026-07-31

GRMN

GARMIN LTD

2.39%

Shares7.3K

Event2026-06-30

Filed2026-07-31

SDY

SPDR SER TR

0.07%

Shares11.4K

Event2026-06-30

Filed2026-07-31

BANK NEW YORK MELLON CORP

37.08%

Shares11.8K

Event2026-06-30

Filed2026-07-31

ISHARES TR

11.17%

Shares17.3K

Event2026-06-30

Filed2026-07-31

VUSB

VANGUARD BD INDEX FDS

0.72%

Shares33.6K

Event2026-06-30

Filed2026-07-31

IWR

ISHARES TR

0.24%

Shares15.1K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

13.02%

Shares7.0K

Event2026-06-30

Filed2026-07-31

ANGL

VANECK ETF TRUST

New

Shares56.5K

Event2026-06-30

Filed2026-07-31

BBUS

J P MORGAN EXCHANGE TRADED F

44.87%

Shares12.0K

Event2026-06-30

Filed2026-07-31

FTC

FIRST TR EXCHANGE-TRADED ALP

290.27%

Shares8.1K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

1146.46%

Shares12.5K

Event2026-06-30

Filed2026-07-31

WDC

WESTERN DIGITAL CORP

9.34%

Shares2.4K

Event2026-06-30

Filed2026-07-31

VOT

VANGUARD INDEX FDS

22.12%

Shares5.0K

Event2026-06-30

Filed2026-07-31

SEAGATE TECHNOLOGY HLDNGS PL

24.51%

Shares1.6K

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES INC

-13.42%

Shares13.1K

Event2026-06-30

Filed2026-07-31

FTEC

FIDELITY COVINGTON TRUST

20.22%

Shares5.3K

Event2026-06-30

Filed2026-07-31

DIA

SPDR DOW JONES INDL AVERAGE

0.88%

Shares2.9K

Event2026-06-30

Filed2026-07-31

ROYAL CARIBBEAN GROUP

-4.68%

Shares4.7K

Event2026-06-30

Filed2026-07-31

VFH

VANGUARD WORLD FD

233.65%

Shares11.4K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

5.28%

Shares14.4K

Event2026-06-30

Filed2026-07-31

FTA

FIRST TR EXCHANGE-TRADED ALP

325.96%

Shares15.4K

Event2026-06-30

Filed2026-07-31

COHR

COHERENT CORP

-1.48%

Shares3.7K

Event2026-06-30

Filed2026-07-31

KMB

KIMBERLY-CLARK CORP

-4.02%

Shares13.3K

Event2026-06-30

Filed2026-07-31

AMERIPRISE FINL INC

3.93%

Shares3.1K

Event2026-06-30

Filed2026-07-31

CLOUDFLARE INC

22.15%

Shares5.9K

Event2026-06-30

Filed2026-07-31

GEW

EA SERIES TRUST

0.00%

Shares26.2K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

-66.12%

Shares18.1K

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

42.16%

Shares8.6K

Event2026-06-30

Filed2026-07-31

WES

WESTERN MIDSTREAM PARTNERS L

-34.85%

Shares31.9K

Event2026-06-30

Filed2026-07-31

IUSB

ISHARES TR

-2.62%

Shares30.3K

Event2026-06-30

Filed2026-07-31

IJK

ISHARES TR

0.09%

Shares11.8K

Event2026-06-30

Filed2026-07-31

PFF

ISHARES TR

New

Shares44.6K

Event2026-06-30

Filed2026-07-31

HWM

HOWMET AEROSPACE INC

3.40%

Shares5.1K

Event2026-06-30

Filed2026-07-31

MFC

MANULIFE FINL CORP

0.00%

Shares33.4K

Event2026-06-30

Filed2026-07-31

ALPS ETF TR

-27.76%

Shares26.0K

Event2026-06-30

Filed2026-07-31

INTERNATIONAL PAPER CO

14.08%

Shares34.5K

Event2026-06-30

Filed2026-07-31

S&P GLOBAL INC

2.70%

Shares3.2K

Event2026-06-30

Filed2026-07-31

FIX

COMFORT SYS USA INC

6.45%

Shares644

Event2026-06-30

Filed2026-07-31

ADOBE SYSTEMS INCORPORATED

-38.40%

Shares6.1K

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD INDEX FDS

77.04%

Shares3.4K

Event2026-06-30

Filed2026-07-31

SNOWFLAKE INC

-16.49%

Shares4.8K

Event2026-06-30

Filed2026-07-31

TRAVELERS COMPANIES INC

-2.63%

Shares3.7K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

288.10%

Shares5.0K

Event2026-06-30

Filed2026-07-31

IJT

ISHARES TR

0.15%

Shares6.8K

Event2026-06-30

Filed2026-07-31

FREEPORT-MCMORAN INC

15.13%

Shares19.3K

Event2026-06-30

Filed2026-07-31

GBAB

GUGGENHEIM TAXABLE MUNICP BO

-0.24%

Shares82.1K

Event2026-06-30

Filed2026-07-31

EXPD

EXPEDITORS INTL WASH INC

-3.93%

Shares7.3K

Event2026-06-30

Filed2026-07-31

SCHX

SCHWAB STRATEGIC TR

3.00%

Shares40.1K

Event2026-06-30

Filed2026-07-31

DOMINION ENERGY INC

29.57%

Shares17.2K

Event2026-06-30

Filed2026-07-31

DLN

WISDOMTREE TR

229.27%

Shares12.2K

Event2026-06-30

Filed2026-07-31

ECL

ECOLAB INC

-1.39%

Shares4.2K

Event2026-06-30

Filed2026-07-31

UBER

UBER TECHNOLOGIES INC

-9.06%

Shares16.0K

Event2026-06-30

Filed2026-07-31

KNG

FIRST TR EXCHANGE-TRADED FD

-0.64%

Shares22.9K

Event2026-06-30

Filed2026-07-31

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-31

HUBB

HUBBELL INC

-0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-31

UBIQUITI INC

-6.75%

Shares2.1K

Event2026-06-30

Filed2026-07-31

ROK

ROCKWELL AUTOMATION INC

7.88%

Shares2.3K

Event2026-06-30

Filed2026-07-31

FVD

FIRST TR VALUE LINE DIVID IN

-16.48%

Shares22.5K

Event2026-06-30

Filed2026-07-31

RPM

RPM INTL INC

-3.44%

Shares9.7K

Event2026-06-30

Filed2026-07-31

REALTY INCOME CORP

-6.58%

Shares17.4K

Event2026-06-30

Filed2026-07-31

XME

SPDR SERIES TRUST

23.02%

Shares10.1K

Event2026-06-30

Filed2026-07-31

IJJ

ISHARES TR

0.30%

Shares7.3K

Event2026-06-30

Filed2026-07-31

CWB

SPDR SERIES TRUST

New

Shares9.9K

Event2026-06-30

Filed2026-07-31

FSIG

FIRST TR EXCHANGE-TRADED FD

-29.97%

Shares55.9K

Event2026-06-30

Filed2026-07-31

DVN

DEVON ENERGY CORP NEW

212.48%

Shares25.0K

Event2026-06-30

Filed2026-07-31

CAH

CARDINAL HEALTH INC

325.47%

Shares4.3K

Event2026-06-30

Filed2026-07-31

SELECT SECTOR SPDR TR

49.75%

Shares22.4K

Event2026-06-30

Filed2026-07-31

AT&T INC

12.53%

Shares48.9K

Event2026-06-30

Filed2026-07-31

TER

TERADYNE INC

-5.17%

Shares2.1K

Event2026-06-30

Filed2026-07-31

FYX

FIRST TR SML CP CORE ALPHA F

-2.35%

Shares6.9K

Event2026-06-30

Filed2026-07-31

SNDK

SANDISK CORP

3.79%

Shares438

Event2026-06-30

Filed2026-07-31

ABNB

AIRBNB INC

12.48%

Shares6.9K

Event2026-06-30

Filed2026-07-31

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

56.25%

Shares4.0K

Event2026-06-30

Filed2026-07-31

JGLO

J P MORGAN EXCHANGE TRADED F

-11.88%

Shares13.7K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

145.34%

Shares4.0K

Event2026-06-30

Filed2026-07-31

ENB

ENBRIDGE INC

-7.44%

Shares17.6K

Event2026-06-30

Filed2026-07-31

IEV

ISHARES TR

1.48%

Shares13.1K

Event2026-06-30

Filed2026-07-31

GWW

GRAINGER W W INC

20.55%

Shares698

Event2026-06-30

Filed2026-07-31

XLF

SELECT SECTOR SPDR TR

2.73%

Shares17.7K

Event2026-06-30

Filed2026-07-31

TDIV

FIRST TR EXCHANGE-TRADED FD

-16.20%

Shares8.2K

Event2026-06-30

Filed2026-07-31

OXY

OCCIDENTAL PETE CORP

86.21%

Shares19.4K

Event2026-06-30

Filed2026-07-31

MDLZ

MONDELEZ INTL INC

11.33%

Shares16.1K

Event2026-06-30

Filed2026-07-31

IWN

ISHARES TR

9.96%

Shares4.2K

Event2026-06-30

Filed2026-07-31

URI

UNITED RENTALS INC

55.64%

Shares814

Event2026-06-30

Filed2026-07-31

ELV

ELEVANCE HEALTH INC FORMERLY

214.99%

Shares2.4K

Event2026-06-30

Filed2026-07-31

HBAN

HUNTINGTON BANCSHARES INC

29.35%

Shares51.1K

Event2026-06-30

Filed2026-07-31

CCL

CARNIVAL CORP LTD

New

Shares31.5K

Event2026-06-30

Filed2026-07-31

INNOVATOR ETFS TRUST

45.04%

Shares33.0K

Event2026-06-30

Filed2026-07-31

SHY

ISHARES TR

-0.51%

Shares10.9K

Event2026-06-30

Filed2026-07-31

KKR

KKR & CO INC

-10.76%

Shares9.7K

Event2026-06-30

Filed2026-07-31

APD

AIR PRODS & CHEMS INC

-45.83%

Shares3.0K

Event2026-06-30

Filed2026-07-31

NBIX

NEUROCRINE BIOSCIENCES INC

0.54%

Shares5.2K

Event2026-06-30

Filed2026-07-31

TMUS

T-MOBILE US INC

29.30%

Shares5.2K

Event2026-06-30

Filed2026-07-31

CGMS

CAPITAL GRP FIXED INCM ETF T

1.30%

Shares32.0K

Event2026-06-30

Filed2026-07-31

EVEREST GROUP LTD

4.07%

Shares2.4K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES TR

0.47%

Shares3.4K

Event2026-06-30

Filed2026-07-31

TTE

TOTALENERGIES SE

-3.75%

Shares11.1K

Event2026-06-30

Filed2026-07-31

DELL

DELL TECHNOLOGIES INC

11.46%

Shares2.0K

Event2026-06-30

Filed2026-07-31

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-31

KLAC

KLA CORP

984.88%

Shares2.8K

Event2026-06-30

Filed2026-07-31

VOOG

VANGUARD ADMIRAL FDS INC

478.17%

Shares10.2K

Event2026-06-30

Filed2026-07-31

TIP

ISHARES TR

1.55%

Shares7.6K

Event2026-06-30

Filed2026-07-31

WASTE MGMT INC DEL

-42.47%

Shares3.7K

Event2026-06-30

Filed2026-07-31

PAYX

PAYCHEX INC

13.91%

Shares8.3K

Event2026-06-30

Filed2026-07-31

VOX

VANGUARD WORLD FD

66.73%

Shares4.4K

Event2026-06-30

Filed2026-07-31

SBND

COLUMBIA ETF TR I

9.93%

Shares43.1K

Event2026-06-30

Filed2026-07-31

CSX

CSX CORP

6.00%

Shares17.0K

Event2026-06-30

Filed2026-07-31

MRVL

MARVELL TECHNOLOGY INC

-20.10%

Shares2.7K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES TR

-2.10%

Shares5.0K

Event2026-06-30

Filed2026-07-31

KMI

KINDER MORGAN INC DEL

-16.40%

Shares24.4K

Event2026-06-30

Filed2026-07-31

ONEQ

FIDELITY COMWLTH TR

-3.75%

Shares7.5K

Event2026-06-30

Filed2026-07-31

CNC

CENTENE CORP DEL

-7.77%

Shares12.0K

Event2026-06-30

Filed2026-07-31

PLD

PROLOGIS INC.

3.88%

Shares5.7K

Event2026-06-30

Filed2026-07-31

SYY

SYSCO CORP

30.47%

Shares9.2K

Event2026-06-30

Filed2026-07-31

AON

AON PLC

70.10%

Shares2.3K

Event2026-06-30

Filed2026-07-31

RDVI

FIRST TR EXCHANGE-TRADED FD

19.41%

Shares26.0K

Event2026-06-30

Filed2026-07-31

FIIG

FIRST TR EXCHANGE-TRADED FD

-15.14%

Shares36.7K

Event2026-06-30

Filed2026-07-31

GPIQ

GOLDMAN SACHS ETF TR

0.48%

Shares12.7K

Event2026-06-30

Filed2026-07-31

KMT

KENNAMETAL INC

-1.46%

Shares21.5K

Event2026-06-30

Filed2026-07-31

STARWOOD PPTY TR INC

1.87%

Shares45.9K

Event2026-06-30

Filed2026-07-31

THE CIGNA GROUP

0.52%

Shares2.7K

Event2026-06-30

Filed2026-07-31

OTIS

OTIS WORLDWIDE CORP

7.37%

Shares10.3K

Event2026-06-30

Filed2026-07-31

TLT

ISHARES TR

-2.48%

Shares8.5K

Event2026-06-30

Filed2026-07-31

WMB

WILLIAMS COS INC

-5.53%

Shares9.9K

Event2026-06-30

Filed2026-07-31

NVT

NVENT ELEC PLC

0.70%

Shares4.3K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

14.69%

Shares4.9K

Event2026-06-30

Filed2026-07-31

MAR

MARRIOTT INTL INC NEW

25.80%

Shares1.9K

Event2026-06-30

Filed2026-07-31

ASO

ACADEMY SPORTS & OUTDOORS IN

0.36%

Shares15.1K

Event2026-06-30

Filed2026-07-31

SHEL

SHELL PLC

0.35%

Shares9.1K

Event2026-06-30

Filed2026-07-31

GIS

GENERAL MLS INC

-25.88%

Shares20.2K

Event2026-06-30

Filed2026-07-31

EVERSOURCE ENERGY

18.97%

Shares9.7K

Event2026-06-30

Filed2026-07-31

FUTY

FIDELITY COVINGTON TRUST

0.61%

Shares12.0K

Event2026-06-30

Filed2026-07-31

SCHB

SCHWAB STRATEGIC TR

2.14%

Shares23.8K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

-15.33%

Shares5.0K

Event2026-06-30

Filed2026-07-31

HDV

ISHARES TR

418.93%

Shares25.1K

Event2026-06-30

Filed2026-07-31

HPE

HEWLETT PACKARD ENTERPRISE C

12.93%

Shares15.2K

Event2026-06-30

Filed2026-07-31

OMAH

TIDAL TRUST III

238.18%

Shares37.2K

Event2026-06-30

Filed2026-07-31

HYG

ISHARES TR

65.70%

Shares8.5K

Event2026-06-30

Filed2026-07-31

INNOVATOR ETFS TRUST

68.86%

Shares13.6K

Event2026-06-30

Filed2026-07-31

BAC-PL

BANK AMERICA CORP

36.18%

Shares542

Event2026-06-30

Filed2026-07-31

FEX

FIRST TR LRGE CP CORE ALPHA

-0.62%

Shares4.8K

Event2026-06-30

Filed2026-07-31

CONSOLIDATED EDISON INC

23.69%

Shares6.0K

Event2026-06-30

Filed2026-07-31

CARLYLE GROUP INC

-23.50%

Shares15.8K

Event2026-06-30

Filed2026-07-31

BF.B

BROWN FORMAN CORP

9.33%

Shares25.0K

Event2026-06-30

Filed2026-07-31

JBHT

HUNT J B TRANS SVCS INC

2.97%

Shares2.3K

Event2026-06-30

Filed2026-07-31

QNITY ELECTRONICS INC

-3.99%

Shares4.0K

Event2026-06-30

Filed2026-07-31

IRM

IRON MTN INC DEL

8.22%

Shares5.2K

Event2026-06-30

Filed2026-07-31

CRS

CARPENTER TECHNOLOGY CORP

55.57%

Shares1.1K

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC IRELAND

-9.91%

Shares5.3K

Event2026-06-30

Filed2026-07-31

MGC

VANGUARD WORLD FD

New

Shares2.4K

Event2026-06-30

Filed2026-07-31

YUM

YUM BRANDS INC

3.17%

Shares4.0K

Event2026-06-30

Filed2026-07-31

FBTC

FIDELITY WISE ORIGIN BITCOIN

-3.08%

Shares12.5K

Event2026-06-30

Filed2026-07-31

KEYS

KEYSIGHT TECHNOLOGIES INC

1.56%

Shares1.8K

Event2026-06-30

Filed2026-07-31

SNX

TD SYNNEX CORPORATION

0.98%

Shares2.4K

Event2026-06-30

Filed2026-07-31

FSMB

FIRST TR EXCH TRADED FD III

0.70%

Shares31.7K

Event2026-06-30

Filed2026-07-31

SPG

SIMON PPTY GROUP INC NEW

-4.48%

Shares2.8K

Event2026-06-30

Filed2026-07-31

HSY

HERSHEY CO

-6.18%

Shares3.6K

Event2026-06-30

Filed2026-07-31

VIK

VIKING HOLDINGS LTD

4.49%

Shares6.0K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

103.15%

Shares3.2K

Event2026-06-30

Filed2026-07-31

EOG

EOG RES INC

21.80%

Shares4.8K

Event2026-06-30

Filed2026-07-31

HOOD

ROBINHOOD MKTS INC

4.71%

Shares6.2K

Event2026-06-30

Filed2026-07-31

AFG

AMERICAN FINL GROUP INC OHIO

8.37%

Shares4.4K

Event2026-06-30

Filed2026-07-31

IYH

ISHARES TR

5.47%

Shares9.2K

Event2026-06-30

Filed2026-07-31

GJUL

FIRST TR EXCHNG TRADED FD VI

-22.02%

Shares14.2K

Event2026-06-30

Filed2026-07-31

INNOVATOR ETFS TRUST

35.61%

Shares22.4K

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS INC

-7.05%

Shares3.6K

Event2026-06-30

Filed2026-07-31

SSO

PROSHARES TR

0.02%

Shares9.1K

Event2026-06-30

Filed2026-07-31

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares29.0K

Event2026-06-30

Filed2026-07-31

JMOM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-31

DAL

DELTA AIR LINES INC

-4.51%

Shares6.4K

Event2026-06-30

Filed2026-07-31

FTI

TECHNIPFMC PLC

0.10%

Shares9.0K

Event2026-06-30

Filed2026-07-31

LOEWS CORP

0.02%

Shares5.3K

Event2026-06-30

Filed2026-07-31

VRTX

VERTEX PHARMACEUTICALS INC

53.54%

Shares1.2K

Event2026-06-30

Filed2026-07-31

VIS

VANGUARD WORLD FD

15.61%

Shares1.6K

Event2026-06-30

Filed2026-07-31

WEC

WEC ENERGY GROUP INC

-1.78%

Shares5.0K

Event2026-06-30

Filed2026-07-31

AMT

AMERICAN TOWER CORP NEW

6.01%

Shares3.6K

Event2026-06-30

Filed2026-07-31

TLH

ISHARES TR

-29.28%

Shares5.8K

Event2026-06-30

Filed2026-07-31

EME

EMCOR GROUP INC

-8.01%

Shares701

Event2026-06-30

Filed2026-07-31

JNK

SPDR SER TR

-1.15%

Shares6.0K

Event2026-06-30

Filed2026-07-31

MEGI

MAINSTAY CBRE GBL INFRSTR ME

0.80%

Shares38.1K

Event2026-06-30

Filed2026-07-31

BJS WHSL CLUB HLDGS INC

49.32%

Shares6.6K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

0.91%

Shares4.9K

Event2026-06-30

Filed2026-07-31

J P MORGAN EXCHANGE TRADED F

New

Shares9.9K

Event2026-06-30

Filed2026-07-31

WCN

WASTE CONNECTIONS INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-31

AWK

AMERICAN WTR WKS CO INC NEW

-1.31%

Shares4.3K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

25.48%

Shares6.6K

Event2026-06-30

Filed2026-07-31

AGILENT TECHNOLOGIES INC

10.20%

Shares4.2K

Event2026-06-30

Filed2026-07-31

WCME

FIRST TR EXCHANGE-TRADED FD

-51.10%

Shares28.3K

Event2026-06-30

Filed2026-07-31

CANADIAN IMPERIAL BK COMM

0.04%

Shares4.8K

Event2026-06-30

Filed2026-07-31

STLD

STEEL DYNAMICS INC

0.29%

Shares2.4K

Event2026-06-30

Filed2026-07-31

BF.A

BROWN FORMAN CORP

0.11%

Shares20.1K

Event2026-06-30

Filed2026-07-31

OKE

ONEOK INC NEW

-2.27%

Shares6.3K

Event2026-06-30

Filed2026-07-31

VDE

VANGUARD WORLD FD

New

Shares3.7K

Event2026-06-30

Filed2026-07-31

SOLS

SOLSTICE ADVANCED MATLS INC

3.62%

Shares6.2K

Event2026-06-30

Filed2026-07-31

MET

METLIFE INC

24.90%

Shares6.4K

Event2026-06-30

Filed2026-07-31

JHMD

JOHN HANCOCK EXCHANGE TRADED

-4.56%

Shares12.3K

Event2026-06-30

Filed2026-07-31

IDHQ

INVESCO EXCH TRADED FD TR II

-7.47%

Shares12.4K

Event2026-06-30

Filed2026-07-31

ALL

ALLSTATE CORP

22.96%

Shares2.3K

Event2026-06-30

Filed2026-07-31

CSW

CSW INDUSTRIALS INC

0.21%

Shares1.9K

Event2026-06-30

Filed2026-07-31

KEY

KEYCORP

-0.30%

Shares23.2K

Event2026-06-30

Filed2026-07-31

EFG

ISHARES TR

-2.36%

Shares4.3K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

1.04%

Shares6.4K

Event2026-06-30

Filed2026-07-31

MINT

PIMCO ETF TR

-9.41%

Shares5.3K

Event2026-06-30

Filed2026-07-31

SPTL

SPDR SER TR

-20.48%

Shares20.0K

Event2026-06-30

Filed2026-07-31

TROW

PRICE T ROWE GROUP INC

-4.62%

Shares4.6K

Event2026-06-30

Filed2026-07-31

PYPL

PAYPAL HLDGS INC

-3.23%

Shares12.1K

Event2026-06-30

Filed2026-07-31

JAAA

JANUS DETROIT STR TR

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-31

NRG

NRG ENERGY INC

-1.22%

Shares3.6K

Event2026-06-30

Filed2026-07-31

PRU

PRUDENTIAL FINL INC

37.08%

Shares4.8K

Event2026-06-30

Filed2026-07-31

AIQ

GLOBAL X FDS

-4.50%

Shares7.9K

Event2026-06-30

Filed2026-07-31

SLB

SCHLUMBERGER LTD

16.52%

Shares11.0K

Event2026-06-30

Filed2026-07-31

FXR

FIRST TR EXCHANGE TRADED FD

-3.20%

Shares5.6K

Event2026-06-30

Filed2026-07-31

ARHAUS INC

-0.41%

Shares60.2K

Event2026-06-30

Filed2026-07-31

EIX

EDISON INTL

-14.06%

Shares6.8K

Event2026-06-30

Filed2026-07-31

IWV

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

JEF

JEFFERIES FINL GROUP INC

0.06%

Shares10.1K

Event2026-06-30

Filed2026-07-31

IBIT

ISHARES BITCOIN TRUST ETF

112.96%

Shares15.0K

Event2026-06-30

Filed2026-07-31

XYL

XYLEM INC

9.16%

Shares4.2K

Event2026-06-30

Filed2026-07-31

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-31

PCG

PG&E CORP

-37.85%

Shares29.4K

Event2026-06-30

Filed2026-07-31

FDS

BLACKSTONE INC

44.22%

Shares2.1K

Event2026-06-30

Filed2026-07-31

BIZD

VANECK ETF TRUST

New

Shares38.9K

Event2026-06-30

Filed2026-07-31

IDV

ISHARES TR

-2.33%

Shares11.9K

Event2026-06-30

Filed2026-07-31

ZOETIS INC

-10.59%

Shares6.8K

Event2026-06-30

Filed2026-07-31

IOO

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

DOW

DOW HLDGS INC

-5.91%

Shares17.8K

Event2026-06-30

Filed2026-07-31

BGIG

ETF SER SOLUTIONS

0.30%

Shares13.5K

Event2026-06-30

Filed2026-07-31

VLUE

ISHARES TR

-9.12%

Shares2.4K

Event2026-06-30

Filed2026-07-31

GSC

GOLDMAN SACHS ETF TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-31

DKNG

DRAFTKINGS INC NEW

15.80%

Shares19.2K

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD TR

0.46%

Shares6.4K

Event2026-06-30

Filed2026-07-31

SAIC

SCIENCE APPLICATIONS INTL CORP

-2.07%

Shares4.4K

Event2026-06-30

Filed2026-07-31

AVA

AVISTA CORP

5.23%

Shares11.7K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available