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The Analysis of Diversified Enterprises, LLC's Holdings & P&L

Currently, Diversified Enterprises, LLC holds 425 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in SCHX (+631.3K shares, valued at $18.6M), VGT (+65.6K shares, valued at $7.8M), VIG (+29.3K shares, valued at $6.9M); decreased their positions in N/A (-13.0K shares, valued at $9.7M), JAAA (-38.3K shares, valued at $1.9M), SELV (-30.1K shares, valued at $984.2K); initiated new positions in N/A (+35.5K shares, valued at $893.3K), N/A (+3.1K shares, valued at $528.5K), ALAB (+807 shares, valued at $389.8K).

1M P&L

+50.0M+2.68%

3M P&L

+27.3M+1.45%

HY P&L

+54.4M+2.92%

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/A1.6B

84.8%

2Semiconductors43.9M

2.3%

3Consumer Electronics31.5M

1.7%

Top Industries by Stock Count

1N/A164 stocks

43.3%

2Semiconductors11 stocks

2.9%

3Utilities - Regulated Electric11 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR18.8M shares3.47%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS719.6K shares4.24%2026-06-302026-07-31

OSEA HARBOR ETF TRUST3.0M shares5.23%2026-06-302026-07-31

OSCV ETF SER SOLUTIONS1.9M shares3.97%2026-06-302026-07-31

SLYG SPDR SERIES TRUST554.5K shares2.82%2026-06-302026-07-31

ISHARES TR ISHARES TR84.7K shares0.09%2026-06-302026-07-31

SEEM SEI EXCHANGE TRADED FUNDS1.4M shares3.40%2026-06-302026-07-31

DRSK ETF SER SOLUTIONS1.9M shares3.65%2026-06-302026-07-31

Sponsored

SELV SEI EXCHANGE TRADED FUNDS1.6M shares-1.87%2026-06-302026-07-31

SCHP SCHWAB STRATEGIC TR1.8M shares4.17%2026-06-302026-07-31

ACIO ETF SER SOLUTIONS990.2K shares-1.11%2026-06-302026-07-31

JPIE J P MORGAN EXCHANGE TRADED F822.2K shares3.65%2026-06-302026-07-31

FTCS FIRST TR EXCHANGE-TRADED FD342.3K shares-2.20%2026-06-302026-07-31

AAPL APPLE INC108.8K shares1.30%2026-06-302026-07-31

NVDA NVIDIA CORPORATION132.6K shares1.91%2026-06-302026-07-31

QQQM INVESCO EXCH TRADED FD TR II80.3K shares-2.39%2026-06-302026-07-31

Sponsored

SMH VANECK ETF TRUST36.2K shares-3.31%2026-06-302026-07-31

ISHARES TR ISHARES TR214.1K shares6.46%2026-06-302026-07-31

DFAC DIMENSIONAL ETF TRUST403.5K shares1.42%2026-06-302026-07-31

MSFT MICROSOFT CORP38.5K shares-0.23%2026-06-302026-07-31

XLC SELECT SECTOR SPDR TR131.7K shares0.13%2026-06-302026-07-31

GOOGL ALPHABET INC37.8K shares-1.41%2026-06-302026-07-31

MUB ISHARES TR111.9K shares3.73%2026-06-302026-07-31

AMZN AMAZON COM INC48.9K shares4.49%2026-06-302026-07-31

Sponsored

SLYV SPDR SERIES TRUST87.2K shares0.74%2026-06-302026-07-31

SCHD SCHWAB STRATEGIC TR299.5K shares-1.80%2026-06-302026-07-31

GOOG ALPHABET INC25.6K shares1.04%2026-06-302026-07-31

VGT VANGUARD WORLD FD75.1K shares693.32%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO26.9K shares-0.89%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS108.4K shares4.82%2026-06-302026-07-31

VUG VANGUARD INDEX FDS87.2K shares502.20%2026-06-302026-07-31

VTV VANGUARD INDEX FDS32.8K shares0.41%2026-06-302026-07-31

Sponsored

LLY ELI LILLY & CO5.7K shares-0.16%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP49.5K shares-2.03%2026-06-302026-07-31

SCHF SCHWAB STRATEGIC TR208.1K shares7.35%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL11.0K shares2.14%2026-06-302026-07-31

BROADCOM INC BROADCOM INC14.3K shares6.06%2026-06-302026-07-31

VISA INC VISA INC15.4K shares-1.13%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC4.6K shares43.44%2026-06-302026-07-31

QQQ INVESCO QQQ TR6.9K shares4.94%2026-06-302026-07-31

Sponsored

DSI ISHARES TR35.1K shares-1.01%2026-06-302026-07-31

SCHG SCHWAB STRATEGIC TR144.4K shares-2.92%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS93.6K shares5.35%2026-06-302026-07-31

SCHE SCHWAB STRATEGIC TR129.1K shares10.48%2026-06-302026-07-31

ISHARES TR ISHARES TR47.9K shares0.21%2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO48.0K shares6.70%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC8.1K shares5.71%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON17.6K shares-0.59%2026-06-302026-07-31

Sponsored

WMT WALMART INC38.6K shares0.93%2026-06-302026-07-31

IEMG ISHARES INC51.8K shares-3.37%2026-06-302026-07-31

PPA INVESCO EXCHANGE TRADED FD T23.9K shares-0.47%2026-06-302026-07-31

SPHY SPDR SERIES TRUST173.5K shares6.49%2026-06-302026-07-31

CAT CATERPILLAR INC3.7K shares0.03%2026-06-302026-07-31

IWM ISHARES TR13.1K shares-3.21%2026-06-302026-07-31

SCHV SCHWAB STRATEGIC TR111.3K shares-2.38%2026-06-302026-07-31

VONV VANGUARD SCOTTSDALE FDS35.7K shares0.55%2026-06-302026-07-31

Sponsored

TJX TJX COS INC NEW23.9K shares2.65%2026-06-302026-07-31

VONG VANGUARD SCOTTSDALE FDS28.1K shares-0.63%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.9K shares-11.42%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP6.8K shares0.29%2026-06-302026-07-31

FSK FS KKR CAP CORP328.7K shares-0.21%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS9.3K shares6.28%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC29.1K shares-0.38%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.6K shares0.44%2026-06-302026-07-31

Sponsored

AMD ADVANCED MICRO DEVICES INC5.8K shares4.54%2026-06-302026-07-31

QUANTA SVCS INC QUANTA SVCS INC4.7K shares-10.37%2026-06-302026-07-31

TSM TAIWAN SEMICONDUCTOR MANUFAC6.9K shares2.43%2026-06-302026-07-31

VOO VANGUARD INDEX FDS4.7K shares5.68%2026-06-302026-07-31

TSLA TESLA INC7.7K shares2.79%2026-06-302026-07-31

ABBVIE INC ABBVIE INC12.7K shares-3.58%2026-06-302026-07-31

USMV ISHARES TR33.2K shares-1.76%2026-06-302026-07-31

XMMO INVESCO EXCHANGE TRADED FD T17.6K shares-0.58%2026-06-302026-07-31

Sponsored

XLY SELECT SECTOR SPDR TR25.4K shares-0.32%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F48.9K shares9.12%2026-06-302026-07-31

APPLIED MATLS INC APPLIED MATLS INC4.0K shares-1.36%2026-06-302026-07-31

VIOV VANGUARD ADMIRAL FDS INC24.1K shares12.56%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS10.1K shares-0.02%2026-06-302026-07-31

IYG ISHARES TR30.8K shares-1.23%2026-06-302026-07-31

EAGG ISHARES TR56.9K shares0.41%2026-06-302026-07-31

INTC INTEL CORP18.8K shares-13.60%2026-06-302026-07-31

Sponsored

HD HOME DEPOT INC7.0K shares-0.11%2026-06-302026-07-31

QTEC FIRST TR EXCHANGE-TRADED FD7.3K shares0.00%2026-06-302026-07-31

IHI ISHARES TR49.5K shares-3.21%2026-06-302026-07-31

IDEV ISHARES TR27.5K shares-2.00%2026-06-302026-07-31

ORLY OREILLY AUTOMOTIVE INC26.3K shares-12.17%2026-06-302026-07-31

SHYG ISHARES TR57.2K shares20.00%2026-06-302026-07-31

VXF VANGUARD INDEX FDS9.8K shares-1.92%2026-06-302026-07-31

WCC WESCO INTL INC6.9K shares-0.12%2026-06-302026-07-31

Sponsored

SEIM SEI EXCHANGE TRADED FUNDS41.4K shares-0.21%2026-06-302026-07-31

XLP SELECT SECTOR SPDR TR27.7K shares-0.86%2026-06-302026-07-31

SEIV SEI EXCHANGE TRADED FUNDS47.1K shares2.10%2026-06-302026-07-31

QUAL ISHARES TR9.9K shares0.57%2026-06-302026-07-31

ASML ASML HLDG NV1.0K shares0.38%2026-06-302026-07-31

BND VANGUARD BD INDEX FDS28.0K shares3.74%2026-06-302026-07-31

PG PROCTER & GAMBLE CO13.9K shares-6.97%2026-06-302026-07-31

KLAC KLA CORP6.7K shares900.15%2026-06-302026-07-31

Sponsored

MCD MCDONALDS CORP7.3K shares-2.28%2026-06-302026-07-31

XLG INVESCO EXCHANGE TRADED FD T31.9K shares-2.60%2026-06-302026-07-31

VBR VANGUARD INDEX FDS7.9K shares-3.81%2026-06-302026-07-31

IUSG ISHARES TR10.1K shares32.45%2026-06-302026-07-31

VIOG VANGUARD ADMIRAL FDS INC12.2K shares13.86%2026-06-302026-07-31

MRK MERCK & CO INC14.6K shares3.05%2026-06-302026-07-31

BAC BANK OF AMER CORP31.9K shares-15.28%2026-06-302026-07-31

PEP PEPSICO INC13.0K shares-2.32%2026-06-302026-07-31

Sponsored

HYD VANECK ETF TRUST32.1K shares0.53%2026-06-302026-07-31

BA BOEING CO7.6K shares3.32%2026-06-302026-07-31

FSCO FS CREDIT OPPORTUNITIES CORP324.6K shares-13.63%2026-06-302026-07-31

SCHA SCHWAB STRATEGIC TR44.6K shares-1.20%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.1K shares-85.83%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.7K shares-23.84%2026-06-302026-07-31

SYK STRYKER CORPORATION4.9K shares-3.91%2026-06-302026-07-31

WEC WEC ENERGY GROUP INC13.2K shares0.03%2026-06-302026-07-31

Sponsored

KO COCA COLA CO18.8K shares1.38%2026-06-302026-07-31

C CITIGROUP INC10.9K shares37.25%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC4.5K shares9.24%2026-06-302026-07-31

CME CME GROUP INC6.9K shares-0.16%2026-06-302026-07-31

GEV GE VERNOVA INC1.3K shares45.95%2026-06-302026-07-31

VBK VANGUARD INDEX FDS4.1K shares-4.43%2026-06-302026-07-31

XLK SELECT SECTOR SPDR TR7.9K shares2.38%2026-06-302026-07-31

CVX CHEVRON CORPORATION9.0K shares-11.20%2026-06-302026-07-31

Sponsored

ROST ROSS STORES INC7.0K shares-0.27%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC2.9K shares1.71%2026-06-302026-07-31

ORACLE CORP ORACLE CORP9.9K shares-0.74%2026-06-302026-07-31

GLD SPDR GOLD TR3.9K shares-1.30%2026-06-302026-07-31

ABT ABBOTT LABORATORIES15.6K shares-6.37%2026-06-302026-07-31

SPEM SPDR INDEX SHS FDS26.8K shares0.84%2026-06-302026-07-31

PNC PNC FINL SVCS GROUP INC5.3K shares5.04%2026-06-302026-07-31

IWF ISHARES TR10.4K shares223.82%2026-06-302026-07-31

Sponsored

ECL ECOLAB INC4.7K shares0.45%2026-06-302026-07-31

T AT&T INC62.3K shares-3.47%2026-06-302026-07-31

WDC WESTERN DIGITAL CORP2.0K shares-17.23%2026-06-302026-07-31

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR27.9K shares-5.12%2026-06-302026-07-31

SEIE SEI EXCHANGE TRADED FUNDS35.3K shares-0.16%2026-06-302026-07-31

GWW WW GRAINGER INC911 shares0.00%2026-06-302026-07-31

BNDX VANGUARD CHARLOTTE FDS25.5K shares3.17%2026-06-302026-07-31

FDL FIRST TR EXCHANGE-TRADED FD25.4K shares0.06%2026-06-302026-07-31

Sponsored

IJH ISHARES TR16.0K shares-0.84%2026-06-302026-07-31

SUB ISHARES TR11.5K shares-2.25%2026-06-302026-07-31

NUSC NUSHARES ETF TR22.9K shares2.87%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC27.8K shares-0.16%2026-06-302026-07-31

NUDV NUSHARES ETF TR36.2K shares-0.22%2026-06-302026-07-31

GLW CORNING INC4.6K shares-3.66%2026-06-302026-07-31

ESGD ISHARES TR11.3K shares0.68%2026-06-302026-07-31

PH PARKER-HANNIFIN CORP1.2K shares0.00%2026-06-302026-07-31

Sponsored

HSY HERSHEY CO6.6K shares0.03%2026-06-302026-07-31

LIN LINDE PLC2.2K shares-3.60%2026-06-302026-07-31

HYMB SPDR SERIES TRUST44.8K shares-5.59%2026-06-302026-07-31

TT TRANE TECHNOLOGIES PLC2.3K shares0.52%2026-06-302026-07-31

LRCX LAM RESEARCH CORP2.6K shares3.37%2026-06-302026-07-31

3M CO 3M CO6.9K shares0.29%2026-06-302026-07-31

EMB ISHARES TR11.4K shares0.96%2026-06-302026-07-31

NBIS NEBIUS GROUP N.V.4.0K shares-45.49%2026-06-302026-07-31

Sponsored

NETFLIX INC. NETFLIX INC.15.3K shares-2.69%2026-06-302026-07-31

TMUS T-MOBILE US INC6.5K shares0.57%2026-06-302026-07-31

SEIQ SEI EXCHANGE TRADED FUNDS27.5K shares9.10%2026-06-302026-07-31

AON AON PLC3.2K shares0.03%2026-06-302026-07-31

ESGE ISHARES INC19.1K shares0.10%2026-06-302026-07-31

MO ALTRIA GROUP INC14.5K shares1.41%2026-06-302026-07-31

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.1K shares30.51%2026-06-302026-07-31

LEAD SIREN ETF TR11.3K shares0.08%2026-06-302026-07-31

Sponsored

ET ENERGY TRANSFER L P53.9K shares0.00%2026-06-302026-07-31

GE GE AEROSPACE2.7K shares-0.07%2026-06-302026-07-31

CEG CONSTELLATION ENERGY CORP4.1K shares-0.10%2026-06-302026-07-31

TXN TEXAS INSTRS INC3.4K shares-15.80%2026-06-302026-07-31

MS MORGAN STANLEY4.7K shares2.56%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC5.4K shares-3.59%2026-06-302026-07-31

BMY BRISTOL-MYERS SQUIBB CO16.8K shares40.67%2026-06-302026-07-31

SGOV ISHARES TR9.6K shares-48.92%2026-06-302026-07-31

Sponsored

BDX BECTON DICKINSON & CO6.3K shares0.13%2026-06-302026-07-31

BK BANK OF NY MELLON CORP6.6K shares83.38%2026-06-302026-07-31

XLE SELECT SECTOR SPDR TR17.6K shares-2.25%2026-06-302026-07-31

HCA HCA HEALTHCARE INC2.4K shares-6.09%2026-06-302026-07-31

MBB ISHARES TR9.8K shares-2.80%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC902 shares-5.15%2026-06-302026-07-31

ISRG INTUITIVE SURGICAL INC2.3K shares-22.60%2026-06-302026-07-31

SEI EXCHANGE TRADED FUNDS SEI EXCHANGE TRADED FUNDS35.5K sharesnew addition2026-06-302026-07-31

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC4.7K shares-4.65%2026-06-302026-07-31

IWR ISHARES TR8.0K shares4.26%2026-06-302026-07-31

EOG EOG RES INC6.7K shares0.35%2026-06-302026-07-31

HYG ISHARES TR10.7K shares9.26%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC9.7K shares-11.88%2026-06-302026-07-31

IUSV ISHARES TR7.8K shares106.75%2026-06-302026-07-31

EFG ISHARES TR6.8K shares-10.02%2026-06-302026-07-31

CSX CSX CORP17.5K shares5.65%2026-06-302026-07-31

Sponsored

DE DEERE & CO1.3K shares-0.15%2026-06-302026-07-31

SPYG SPDR SERIES TRUST7.0K shares-1.24%2026-06-302026-07-31

APH AMPHENOL CORP4.7K shares-2.61%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION4.3K shares1.28%2026-06-302026-07-31

CHUBB LIMITED CHUBB LIMITED2.4K shares19.79%2026-06-302026-07-31

VWOB VANGUARD WHITEHALL FDS11.9K shares1.40%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO2.3K shares0.30%2026-06-302026-07-31

WFC WELLS FARGO & CO9.6K shares1.79%2026-06-302026-07-31

Sponsored

IGPT INVESCO EXCHANGE TRADED FD T7.6K shares-0.21%2026-06-302026-07-31

TSCO TRACTOR SUPPLY CO24.5K shares-7.31%2026-06-302026-07-31

IVW ISHARES TR5.6K shares-1.04%2026-06-302026-07-31

CIEN CIENA CORP1.6K shares4.07%2026-06-302026-07-31

VTIP VANGUARD MALVERN FDS15.0K shares62.71%2026-06-302026-07-31

PFE PFIZER INC31.2K shares-38.52%2026-06-302026-07-31

CTAS CINTAS CORP4.4K shares-26.51%2026-06-302026-07-31

LOW LOWES COS INC3.3K shares0.88%2026-06-302026-07-31

Sponsored

ETN EATON CORP PLC1.7K shares1.41%2026-06-302026-07-31

APPLOVIN CORP APPLOVIN CORP1.3K shares-8.55%2026-06-302026-07-31

MDY STATE STR SPDR S&P MIDCAP 40985 shares0.00%2026-06-302026-07-31

ACWV ISHARES INC5.7K shares1.58%2026-06-302026-07-31

SERVICENOW INC SERVICENOW INC6.9K shares22.13%2026-06-302026-07-31

MNST MONSTER BEVERAGE CORP NEW7.1K shares-0.42%2026-06-302026-07-31

PGR PROGRESSIVE CORP3.1K shares11.10%2026-06-302026-07-31

AMGN AMGEN INC1.8K shares0.66%2026-06-302026-07-31

Sponsored

SPYV SPDR SERIES TRUST10.9K shares-0.32%2026-06-302026-07-31

HYT BLACKROCK CORPOR HI YLD FD I77.0K shares4.19%2026-06-302026-07-31

DIA STATE STR SPDR DOW JONES IND1.2K shares0.16%2026-06-302026-07-31

ESGU ISHARES TR3.9K shares11.22%2026-06-302026-07-31

EXC EXELON CORP13.8K shares-0.40%2026-06-302026-07-31

BSX BOSTON SCIENTIFIC CORP14.9K shares306.44%2026-06-302026-07-31

SUSB ISHARES TR25.3K shares-0.02%2026-06-302026-07-31

LQD ISHARES TR5.7K shares-5.91%2026-06-302026-07-31

Sponsored

SNPS SYNOPSYS INC1.4K shares-6.38%2026-06-302026-07-31

VDC VANGUARD WORLD FD2.7K shares-3.95%2026-06-302026-07-31

Q QNITY ELECTRONICS INC3.7K shares6.33%2026-06-302026-07-31

FANG DIAMONDBACK ENERGY INC3.5K shares3.95%2026-06-302026-07-31

CORTEVA INC CORTEVA INC7.2K shares4.81%2026-06-302026-07-31

PAVE GLOBAL X FDS10.3K shares-0.04%2026-06-302026-07-31

EXPD EXPEDITORS INTL WASH INC3.7K shares-0.08%2026-06-302026-07-31

FBT FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2026-06-302026-07-31

Sponsored

IMO IMPERIAL OIL LTD5.3K shares0.00%2026-06-302026-07-31

EMLC VANECK ETF TRUST23.2K shares5.47%2026-06-302026-07-31

SEIS SEI EXCHANGE TRADED FUNDS17.6K shares-4.92%2026-06-302026-07-31

PRF INVESCO EXCHANGE TRADED FD T10.9K shares-0.90%2026-06-302026-07-31

CRM SALESFORCE INC3.8K shares-2.80%2026-06-302026-07-31

DIS DISNEY WALT CO6.1K shares-21.94%2026-06-302026-07-31

IJR ISHARES TR4.0K shares-0.10%2026-06-302026-07-31

UPS UNITED PARCEL SVCS INC5.4K shares0.46%2026-06-302026-07-31

Sponsored

CFG CITIZENS FINL GROUP INC8.2K shares1.51%2026-06-302026-07-31

RAAX VANECK ETF TRUST14.4K shares95.80%2026-06-302026-07-31

BCS BARCLAYS PLC21.1K shares-2.74%2026-06-302026-07-31

VOE VANGUARD INDEX FDS2.8K shares-1.90%2026-06-302026-07-31

SUSA ISHARES TR3.6K shares0.20%2026-06-302026-07-31

PAAA PGIM ETF TR10.5K shares2.22%2026-06-302026-07-31

MPC MARATHON PETE CORP2.1K shares-0.57%2026-06-302026-07-31

VLUE ISHARES TR2.7K shares-16.53%2026-06-302026-07-31

Sponsored

ADI ANALOG DEVICES INC1.3K shares-2.53%2026-06-302026-07-31

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.1K sharesnew addition2026-06-302026-07-31

ETR ENTERGY CORP NEW4.6K shares-20.34%2026-06-302026-07-31

SPDW SPDR INDEX SHS FDS10.2K shares-0.04%2026-06-302026-07-31

IWN ISHARES TR2.3K shares-0.52%2026-06-302026-07-31

BCI ABRDN ETFS22.7K shares-5.03%2026-06-302026-07-31

COF CAPITAL ONE FINL CORP2.5K shares-54.10%2026-06-302026-07-31

XLF SELECT SECTOR SPDR TR9.3K shares-7.27%2026-06-302026-07-31

Sponsored

SCHO SCHWAB STRATEGIC TR20.5K shares0.45%2026-06-302026-07-31

AMT AMERICAN TOWER CORP3.0K shares3.19%2026-06-302026-07-31

NOBL PROSHARES TR8.7K shares88.61%2026-06-302026-07-31

DES WISDOMTREE TR12.1K shares-0.07%2026-06-302026-07-31

SBUX STARBUCKS CORP4.8K shares-0.31%2026-06-302026-07-31

USIG ISHARES TR9.4K shares14.77%2026-06-302026-07-31

PJP INVESCO EXCHANGE TRADED FD T4.1K shares0.02%2026-06-302026-07-31

BME BLACKROCK HEALTH SCIENCES TR11.1K shares0.82%2026-06-302026-07-31

Sponsored

KR KROGER CO8.5K shares-0.29%2026-06-302026-07-31

USB US BANCORP7.4K shares-3.00%2026-06-302026-07-31

NOC NORTHROP GRUMMAN CORP877 shares-18.04%2026-06-302026-07-31

CVS CVS HEALTH CORP4.3K shares-2.57%2026-06-302026-07-31

NVO NOVO-NORDISK A S9.3K shares17.46%2026-06-302026-07-31

PSX PHILLIPS 662.6K shares1.04%2026-06-302026-07-31

COP CONOCOPHILLIPS4.2K shares4.28%2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW3.5K shares-9.13%2026-06-302026-07-31

Sponsored

CMCSA COMCAST CORP NEW17.8K shares-7.65%2026-06-302026-07-31

FPE FIRST TR EXCH TRADED FD III24.3K shares50.91%2026-06-302026-07-31

VRTX VERTEX PHARMACEUTICALS INC873 shares-39.04%2026-06-302026-07-31

NSC NORFOLK SOUTHN CORP1.4K shares0.00%2026-06-302026-07-31

HYXF ISHARES TR9.2K shares-0.28%2026-06-302026-07-31

ANET ARISTA NETWORKS INC2.5K shares2.49%2026-06-302026-07-31

QCOM QUALCOMM INC2.3K shares-9.79%2026-06-302026-07-31

XSVN BONDBLOXX ETF TRUST8.8K shares-4.64%2026-06-302026-07-31

Sponsored

FE FIRSTENERGY CORP8.7K shares-4.64%2026-06-302026-07-31

EQIX EQUINIX INC395 shares23.44%2026-06-302026-07-31

PRU PRUDENTIAL FINL INC3.8K shares-9.33%2026-06-302026-07-31

SPYD SPDR SERIES TRUST8.6K shares0.06%2026-06-302026-07-31

VLO VALERO ENERGY CORP1.6K shares0.00%2026-06-302026-07-31

WELL WELLTOWER INC1.8K shares3.79%2026-06-302026-07-31

WASTE MGMT INC DEL WASTE MGMT INC DEL1.8K shares12.25%2026-06-302026-07-31

TLN TALEN ENERGY CORP1.0K shares4.72%2026-06-302026-07-31

Sponsored

IRM IRON MTN INC DEL3.2K shares3.41%2026-06-302026-07-31

AWK AMERICAN WTR WKS CO INC NEW3.0K shares-0.39%2026-06-302026-07-31

VRT VERTIV HOLDINGS CO1.2K shares13.40%2026-06-302026-07-31

UNP UNION PAC CORP1.5K shares5.42%2026-06-302026-07-31

MKC MCCORMICK & CO INC7.8K shares-16.09%2026-06-302026-07-31

ALAB ASTERA LABS INC807 sharesnew addition2026-06-302026-07-31

SNDK SANDISK CORP170 sharesnew addition2026-06-302026-07-31

GILD GILEAD SCIENCES INC3.1K shares-3.96%2026-06-302026-07-31

Sponsored

QQQX NUVEEN NASDAQ 100 DYNAMIC OV12.7K shares0.30%2026-06-302026-07-31

JPLD J P MORGAN EXCHANGE TRADED F7.2K shares5.98%2026-06-302026-07-31

NVS NOVARTIS AG2.4K shares0.21%2026-06-302026-07-31

SPHQ INVESCO EXCHANGE TRADED FD T4.1K shares-2.59%2026-06-302026-07-31

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC2.7K sharesnew addition2026-06-302026-07-31

HONEYWELL INTL INC HONEYWELL INTL INC1.7K sharesnew addition2026-06-302026-07-31

ITW ILLINOIS TOOL WKS INC1.4K shares6.45%2026-06-302026-07-31

KEY KEYCORP16.1K sharesnew addition2026-06-302026-07-31

Sponsored

OKE ONEOK INC NEW4.2K shares2.93%2026-06-302026-07-31

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.7K sharesnew addition2026-06-302026-07-31

AEP AMERICAN ELEC PWR CO INC2.7K shares-3.78%2026-06-302026-07-31

FDN FIRST TR EXCHANGE-TRADED FD1.4K shares-6.77%2026-06-302026-07-31

EBND SPDR SERIES TRUST17.2K shares-0.07%2026-06-302026-07-31

DOMINION ENERGY INC DOMINION ENERGY INC5.3K shares-5.40%2026-06-302026-07-31

CDNS CADENCE DESIGN SYSTEM INC951 shares-3.65%2026-06-302026-07-31

SPSM SPDR SERIES TRUST6.2K shares-0.36%2026-06-302026-07-31

Sponsored

BLK BLACKROCK INC367 shares0.00%2026-06-302026-07-31

PHM PULTE GROUP INC2.6K shares-2.76%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS2.2K shares2.24%2026-06-302026-07-31

EFAV ISHARES TR3.9K shares0.36%2026-06-302026-07-31

TDG TRANSDIGM GROUP INC258 shares-4.09%2026-06-302026-07-31

DON WISDOMTREE TR6.1K shares0.05%2026-06-302026-07-31

SCHW SCHWAB CHARLES CORP3.7K shares-6.80%2026-06-302026-07-31

INTU INTUIT1.3K shares-0.39%2026-06-302026-07-31

Sponsored

ED CONSOLIDATED EDISON INC3.0K shares1.18%2026-06-302026-07-31

CHE CHEMED CORP NEW710 shares-0.70%2026-06-302026-07-31

WAT WATERS CORP876 shares-0.45%2026-06-302026-07-31

IWO ISHARES TR833 shares-0.36%2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING IN1.5K shares-3.89%2026-06-302026-07-31

VXUS VANGUARD STAR FDS3.8K shares0.13%2026-06-302026-07-31

WMB WILLIAMS COS INC4.3K shares-12.57%2026-06-302026-07-31

ESGV VANGUARD WORLD FD2.4K shares-9.87%2026-06-302026-07-31

Sponsored

EME EMCOR GROUP INC375 shares-32.92%2026-06-302026-07-31

MTB M & T BK CORP1.3K shares2.12%2026-06-302026-07-31

BKNG BOOKING HOLDINGS INC1.7K shares1.82%2026-06-302026-07-31

NULG NUSHARES ETF TR2.6K shares0.00%2026-06-302026-07-31

EFAX SPDR INDEX SHS FDS5.6K shares3.41%2026-06-302026-07-31

STLD STEEL DYNAMICS INC1.3K shares-4.59%2026-06-302026-07-31

JAAA JANUS DETROIT STR TR6.0K shares-86.45%2026-06-302026-07-31

IBIT ISHARES BITCOIN TRUST ETF9.1K shares-25.31%2026-06-302026-07-31

Sponsored

SHEL SHELL PLC3.9K shares-7.36%2026-06-302026-07-31

GM GENERAL MTRS CO3.9K shares8.67%2026-06-302026-07-31

F FORD MTR CO21.3K shares0.62%2026-06-302026-07-31

XCEM COLUMBIA ETF TR II5.6K shares0.00%2026-06-302026-07-31

CL COLGATE PALMOLIVE CO3.2K shares2.29%2026-06-302026-07-31

IQV IQVIA HLDGS INC1.5K sharesnew addition2026-06-302026-07-31

QXO QXO INC16.7K shares15.03%2026-06-302026-07-31

UNM UNUM GROUP3.2K shares-2.71%2026-06-302026-07-31

Sponsored

ING ING GROEP N.V.9.2K shares-2.80%2026-06-302026-07-31

AFL AFLAC INC2.5K shares-0.53%2026-06-302026-07-31

MPWR MONOLITHIC PWR SYS INC208 shares7.77%2026-06-302026-07-31

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC869 shares-0.34%2026-06-302026-07-31

FITB FIFTH THIRD BANCORP5.1K shares-1.21%2026-06-302026-07-31

CPRT COPART INC10.1K shares18.73%2026-06-302026-07-31

VPU VANGUARD WORLD FD1.4K shares0.00%2026-06-302026-07-31

AXTA AXALTA COATING SYS LTD8.3K shares-0.45%2026-06-302026-07-31

Sponsored

EOS EATON VANCE ENHANCED EQUITY12.4K shares0.32%2026-06-302026-07-31

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.3K shares26.08%2026-06-302026-07-31

NYT NEW YORK TIMES CO MTN BE3.9K shares-0.13%2026-06-302026-07-31

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

RF REGIONS FINANCIAL CORP NEW8.9K shares4.70%2026-06-302026-07-31

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares1.50%2026-06-302026-07-31

LUMENTUM HLDGS INC LUMENTUM HLDGS INC312 sharesnew addition2026-06-302026-07-31

ADM ARCHER DANIELS MIDLAND CO3.5K shares-3.48%2026-06-302026-07-31

Sponsored

SAP SAP SE1.7K shares6.49%2026-06-302026-07-31

DELL DELL TECHNOLOGIES INC614 sharesnew addition2026-06-302026-07-31

SPEU SPDR INDEX SHS FDS4.8K shares-0.17%2026-06-302026-07-31

IQLT ISHARES TR5.3K shares0.00%2026-06-302026-07-31

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD5.8K sharesnew addition2026-06-302026-07-31

SPMB SPDR SERIES TRUST11.7K shares-0.05%2026-06-302026-07-31

MCK MCKESSON CORP343 shares-0.87%2026-06-302026-07-31

S&P GLOBAL INC S&P GLOBAL INC623 shares-1.11%2026-06-302026-07-31

Sponsored

EMR EMERSON ELEC CO1.8K shares-1.51%2026-06-302026-07-31

NFG NATIONAL FUEL GAS CO3.3K shares-1.68%2026-06-302026-07-31

SHW SHERWIN WILLIAMS CO730 shares-2.14%2026-06-302026-07-31

ETV EATON VANCE TAX-MANAGED BUY-16.7K shares0.39%2026-06-302026-07-31

KMB KIMBERLY-CLARK CORP2.3K shares5.83%2026-06-302026-07-31

XLI SELECT SECTOR SPDR TR1.3K shares0.15%2026-06-302026-07-31

XEL XCEL ENERGY INC3.1K shares0.13%2026-06-302026-07-31

JBL JABIL INC633 sharesnew addition2026-06-302026-07-31

Sponsored

TGT TARGET CORP1.9K shares12.46%2026-06-302026-07-31

NRG NRG ENERGY INC1.7K shares5.39%2026-06-302026-07-31

XPO XPO INC1.2K shares-19.50%2026-06-302026-07-31

SPIB SPDR SERIES TRUST7.2K shares-0.75%2026-06-302026-07-31

HYLS FIRST TR EXCHANGE-TRADED FD5.9K shares0.85%2026-06-302026-07-31

ONEQ FIDELITY COMWLTH TR2.3K sharesnew addition2026-06-302026-07-31

IYK ISHARES TR3.3K shares0.06%2026-06-302026-07-31

COR CENCORA INC845 shares4.19%2026-06-302026-07-31

Sponsored

SE SEA LTD2.5K sharesnew addition2026-06-302026-07-31

ES EVERSOURCE ENERGY3.3K shares-4.48%2026-06-302026-07-31

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP748 shares-0.13%2026-06-302026-07-31

SYY SYSCO CORP2.8K shares-4.87%2026-06-302026-07-31

IVT INVENTRUST PPTYS CORP6.7K shares0.00%2026-06-302026-07-31

SDY SPDR SERIES TRUST1.6K shares0.00%2026-06-302026-07-31

HSBC HSBC HLDGS PLC2.5K shares-2.37%2026-06-302026-07-31

HLT HILTON WORLDWIDE HLDGS INC710 shares0.71%2026-06-302026-07-31

Sponsored

BP BP PLC6.3K shares-11.51%2026-06-302026-07-31

MET METLIFE INC2.7K sharesnew addition2026-06-302026-07-31

HUBB HUBBELL INC437 sharesnew addition2026-06-302026-07-31

MMC MARSH & MCLENNAN COS INC1.4K shares-19.04%2026-06-302026-07-31

OHI OMEGA HEALTHCARE INVS INC4.8K shares0.76%2026-06-302026-07-31

WTRG ESSENTIAL UTILS INC5.9K shares0.19%2026-06-302026-07-31

CMI CUMMINS INC315 sharesnew addition2026-06-302026-07-31

SW SMURFIT WESTROCK PLC4.8K sharesnew addition2026-06-302026-07-31

Sponsored

HOOD ROBINHOOD MKTS INC2.2K sharesnew addition2026-06-302026-07-31

RWL INVESCO EXCH TRADED FD TR II1.7K sharesnew addition2026-06-302026-07-31

HIG HARTFORD INSURANCE GROUP INC1.7K shares-22.14%2026-06-302026-07-31

SPLV INVESCO EXCH TRADED FD TR II2.9K shares-9.01%2026-06-302026-07-31

ELV ELEVANCE HEALTH INC FORMERLY560 sharesnew addition2026-06-302026-07-31

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares-24.49%2026-06-302026-07-31

OUNZ VANECK MERK GOLD ETF5.6K shares0.00%2026-06-302026-07-31

ICE INTERCONTINENTAL EXCHANGE IN1.8K shares-11.43%2026-06-302026-07-31

Sponsored

DVY ISHARES TR1.4K shares0.07%2026-06-302026-07-31

DAL DELTA AIR LINES INC2.3K sharesnew addition2026-06-302026-07-31

STRL STERLING INFRASTRUCTURE INC256 sharesnew addition2026-06-302026-07-31

LHX L3HARRIS TECHNOLOGIES INC739 shares3.21%2026-06-302026-07-31

O REALTY INCOME CORP3.5K shares-3.92%2026-06-302026-07-31

BANCO SANTANDER SA BANCO SANTANDER SA15.5K shares-0.53%2026-06-302026-07-31

MRVL MARVELL TECHNOLOGY INC712 sharesnew addition2026-06-302026-07-31

TFC TRUIST FINL CORP4.2K sharesnew addition2026-06-302026-07-31

Sponsored

ESML ISHARES TR3.7K sharesnew addition2026-06-302026-07-31

GVI ISHARES TR1.9K shares3.18%2026-06-302026-07-31

ALL ALLSTATE CORP867 sharesnew addition2026-06-302026-07-31

NEM NEWMONT CORP2.2K shares0.14%2026-06-302026-07-31

EIX EDISON INTL2.7K sharesnew addition2026-06-302026-07-31

MEDTRONIC PLC MEDTRONIC PLC2.6K shares-14.69%2026-06-302026-07-31

DVN DEVON ENERGY CORP NEW4.9K sharesnew addition2026-06-302026-07-31

CRH CRH PLC1.9K sharesnew addition2026-06-302026-07-31

Sponsored

ETW EATON VANCE TAX-MANAGED GLOB20.8K shares0.69%2026-06-302026-07-31

FUSB FIRST US BANCSHARES INC11.5K shares0.00%2026-06-302026-07-31

FSSL FS SPECIALTY LENDING FD15.7K shares-55.08%2026-06-302026-07-31

TDF TEMPLETON DRAGON FD INC11.7K shares1.20%2026-06-302026-07-31

ETJ EATON VANCE RISK-MANAGED DIV11.4K shares-0.49%2026-06-302026-07-31

DLNG DYNAGAS LNG PARTNERS LP21.5K shares0.00%2026-06-302026-07-31

LYG LLOYDS BANKING GROUP PLC12.0K shares-2.63%2026-06-302026-07-31

ABR ARBOR REALTY TRUST INC11.5K shares-11.48%2026-06-302026-07-31

Sponsored

ABEV AMBEV SA14.8K sharesnew addition2026-06-302026-07-31

SCHX

SCHWAB STRATEGIC TR

3.47%

Shares18.8M

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

4.24%

Shares719.6K

Event2026-06-30

Filed2026-07-31

OSEA

HARBOR ETF TRUST

5.23%

Shares3.0M

Event2026-06-30

Filed2026-07-31

OSCV

ETF SER SOLUTIONS

3.97%

Shares1.9M

Event2026-06-30

Filed2026-07-31

SLYG

SPDR SERIES TRUST

2.82%

Shares554.5K

Event2026-06-30

Filed2026-07-31

ISHARES TR

0.09%

Shares84.7K

Event2026-06-30

Filed2026-07-31

SEEM

SEI EXCHANGE TRADED FUNDS

3.40%

Shares1.4M

Event2026-06-30

Filed2026-07-31

DRSK

ETF SER SOLUTIONS

3.65%

Shares1.9M

Event2026-06-30

Filed2026-07-31

SELV

SEI EXCHANGE TRADED FUNDS

-1.87%

Shares1.6M

Event2026-06-30

Filed2026-07-31

SCHP

SCHWAB STRATEGIC TR

4.17%

Shares1.8M

Event2026-06-30

Filed2026-07-31

ACIO

ETF SER SOLUTIONS

-1.11%

Shares990.2K

Event2026-06-30

Filed2026-07-31

JPIE

J P MORGAN EXCHANGE TRADED F

3.65%

Shares822.2K

Event2026-06-30

Filed2026-07-31

FTCS

FIRST TR EXCHANGE-TRADED FD

-2.20%

Shares342.3K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

1.30%

Shares108.8K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

1.91%

Shares132.6K

Event2026-06-30

Filed2026-07-31

QQQM

INVESCO EXCH TRADED FD TR II

-2.39%

Shares80.3K

Event2026-06-30

Filed2026-07-31

SMH

VANECK ETF TRUST

-3.31%

Shares36.2K

Event2026-06-30

Filed2026-07-31

ISHARES TR

6.46%

Shares214.1K

Event2026-06-30

Filed2026-07-31

DFAC

DIMENSIONAL ETF TRUST

1.42%

Shares403.5K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-0.23%

Shares38.5K

Event2026-06-30

Filed2026-07-31

XLC

SELECT SECTOR SPDR TR

0.13%

Shares131.7K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-1.41%

Shares37.8K

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

3.73%

Shares111.9K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

4.49%

Shares48.9K

Event2026-06-30

Filed2026-07-31

SLYV

SPDR SERIES TRUST

0.74%

Shares87.2K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

-1.80%

Shares299.5K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

1.04%

Shares25.6K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD WORLD FD

693.32%

Shares75.1K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

-0.89%

Shares26.9K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

4.82%

Shares108.4K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

502.20%

Shares87.2K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

0.41%

Shares32.8K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

-0.16%

Shares5.7K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

-2.03%

Shares49.5K

Event2026-06-30

Filed2026-07-31

SCHF

SCHWAB STRATEGIC TR

7.35%

Shares208.1K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.14%

Shares11.0K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

6.06%

Shares14.3K

Event2026-06-30

Filed2026-07-31

VISA INC

-1.13%

Shares15.4K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

43.44%

Shares4.6K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

4.94%

Shares6.9K

Event2026-06-30

Filed2026-07-31

DSI

ISHARES TR

-1.01%

Shares35.1K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB STRATEGIC TR

-2.92%

Shares144.4K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

5.35%

Shares93.6K

Event2026-06-30

Filed2026-07-31

SCHE

SCHWAB STRATEGIC TR

10.48%

Shares129.1K

Event2026-06-30

Filed2026-07-31

ISHARES TR

0.21%

Shares47.9K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

6.70%

Shares48.0K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

5.71%

Shares8.1K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

-0.59%

Shares17.6K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

0.93%

Shares38.6K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

-3.37%

Shares51.8K

Event2026-06-30

Filed2026-07-31

PPA

INVESCO EXCHANGE TRADED FD T

-0.47%

Shares23.9K

Event2026-06-30

Filed2026-07-31

SPHY

SPDR SERIES TRUST

6.49%

Shares173.5K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

0.03%

Shares3.7K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

-3.21%

Shares13.1K

Event2026-06-30

Filed2026-07-31

SCHV

SCHWAB STRATEGIC TR

-2.38%

Shares111.3K

Event2026-06-30

Filed2026-07-31

VONV

VANGUARD SCOTTSDALE FDS

0.55%

Shares35.7K

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW

2.65%

Shares23.9K

Event2026-06-30

Filed2026-07-31

VONG

VANGUARD SCOTTSDALE FDS

-0.63%

Shares28.1K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

-11.42%

Shares6.9K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

0.29%

Shares6.8K

Event2026-06-30

Filed2026-07-31

FSK

FS KKR CAP CORP

-0.21%

Shares328.7K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

6.28%

Shares9.3K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

-0.38%

Shares29.1K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

0.44%

Shares3.6K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

4.54%

Shares5.8K

Event2026-06-30

Filed2026-07-31

QUANTA SVCS INC

-10.37%

Shares4.7K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.43%

Shares6.9K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

5.68%

Shares4.7K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

2.79%

Shares7.7K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

-3.58%

Shares12.7K

Event2026-06-30

Filed2026-07-31

USMV

ISHARES TR

-1.76%

Shares33.2K

Event2026-06-30

Filed2026-07-31

XMMO

INVESCO EXCHANGE TRADED FD T

-0.58%

Shares17.6K

Event2026-06-30

Filed2026-07-31

XLY

SELECT SECTOR SPDR TR

-0.32%

Shares25.4K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

9.12%

Shares48.9K

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

-1.36%

Shares4.0K

Event2026-06-30

Filed2026-07-31

VIOV

VANGUARD ADMIRAL FDS INC

12.56%

Shares24.1K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

-0.02%

Shares10.1K

Event2026-06-30

Filed2026-07-31

IYG

ISHARES TR

-1.23%

Shares30.8K

Event2026-06-30

Filed2026-07-31

EAGG

ISHARES TR

0.41%

Shares56.9K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

-13.60%

Shares18.8K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

-0.11%

Shares7.0K

Event2026-06-30

Filed2026-07-31

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-31

IHI

ISHARES TR

-3.21%

Shares49.5K

Event2026-06-30

Filed2026-07-31

IDEV

ISHARES TR

-2.00%

Shares27.5K

Event2026-06-30

Filed2026-07-31

ORLY

OREILLY AUTOMOTIVE INC

-12.17%

Shares26.3K

Event2026-06-30

Filed2026-07-31

SHYG

ISHARES TR

20.00%

Shares57.2K

Event2026-06-30

Filed2026-07-31

VXF

VANGUARD INDEX FDS

-1.92%

Shares9.8K

Event2026-06-30

Filed2026-07-31

WCC

WESCO INTL INC

-0.12%

Shares6.9K

Event2026-06-30

Filed2026-07-31

SEIM

SEI EXCHANGE TRADED FUNDS

-0.21%

Shares41.4K

Event2026-06-30

Filed2026-07-31

XLP

SELECT SECTOR SPDR TR

-0.86%

Shares27.7K

Event2026-06-30

Filed2026-07-31

SEIV

SEI EXCHANGE TRADED FUNDS

2.10%

Shares47.1K

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES TR

0.57%

Shares9.9K

Event2026-06-30

Filed2026-07-31

ASML

ASML HLDG NV

0.38%

Shares1.0K

Event2026-06-30

Filed2026-07-31

BND

VANGUARD BD INDEX FDS

3.74%

Shares28.0K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

-6.97%

Shares13.9K

Event2026-06-30

Filed2026-07-31

KLAC

KLA CORP

900.15%

Shares6.7K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

-2.28%

Shares7.3K

Event2026-06-30

Filed2026-07-31

XLG

INVESCO EXCHANGE TRADED FD T

-2.60%

Shares31.9K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

-3.81%

Shares7.9K

Event2026-06-30

Filed2026-07-31

IUSG

ISHARES TR

32.45%

Shares10.1K

Event2026-06-30

Filed2026-07-31

VIOG

VANGUARD ADMIRAL FDS INC

13.86%

Shares12.2K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

3.05%

Shares14.6K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

-15.28%

Shares31.9K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

-2.32%

Shares13.0K

Event2026-06-30

Filed2026-07-31

HYD

VANECK ETF TRUST

0.53%

Shares32.1K

Event2026-06-30

Filed2026-07-31

BOEING CO

3.32%

Shares7.6K

Event2026-06-30

Filed2026-07-31

FSCO

FS CREDIT OPPORTUNITIES CORP

-13.63%

Shares324.6K

Event2026-06-30

Filed2026-07-31

SCHA

SCHWAB STRATEGIC TR

-1.20%

Shares44.6K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

-85.83%

Shares2.1K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

-23.84%

Shares3.7K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

-3.91%

Shares4.9K

Event2026-06-30

Filed2026-07-31

WEC

WEC ENERGY GROUP INC

0.03%

Shares13.2K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

1.38%

Shares18.8K

Event2026-06-30

Filed2026-07-31

CITIGROUP INC

37.25%

Shares10.9K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

9.24%

Shares4.5K

Event2026-06-30

Filed2026-07-31

CME

CME GROUP INC

-0.16%

Shares6.9K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

45.95%

Shares1.3K

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD INDEX FDS

-4.43%

Shares4.1K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

2.38%

Shares7.9K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

-11.20%

Shares9.0K

Event2026-06-30

Filed2026-07-31

ROST

ROSS STORES INC

-0.27%

Shares7.0K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

1.71%

Shares2.9K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

-0.74%

Shares9.9K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

-1.30%

Shares3.9K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-6.37%

Shares15.6K

Event2026-06-30

Filed2026-07-31

SPEM

SPDR INDEX SHS FDS

0.84%

Shares26.8K

Event2026-06-30

Filed2026-07-31

PNC

PNC FINL SVCS GROUP INC

5.04%

Shares5.3K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

223.82%

Shares10.4K

Event2026-06-30

Filed2026-07-31

ECL

ECOLAB INC

0.45%

Shares4.7K

Event2026-06-30

Filed2026-07-31

AT&T INC

-3.47%

Shares62.3K

Event2026-06-30

Filed2026-07-31

WDC

WESTERN DIGITAL CORP

-17.23%

Shares2.0K

Event2026-06-30

Filed2026-07-31

SELECT SECTOR SPDR TR

-5.12%

Shares27.9K

Event2026-06-30

Filed2026-07-31

SEIE

SEI EXCHANGE TRADED FUNDS

-0.16%

Shares35.3K

Event2026-06-30

Filed2026-07-31

GWW

WW GRAINGER INC

0.00%

Shares911

Event2026-06-30

Filed2026-07-31

BNDX

VANGUARD CHARLOTTE FDS

3.17%

Shares25.5K

Event2026-06-30

Filed2026-07-31

FDL

FIRST TR EXCHANGE-TRADED FD

0.06%

Shares25.4K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

-0.84%

Shares16.0K

Event2026-06-30

Filed2026-07-31

SUB

ISHARES TR

-2.25%

Shares11.5K

Event2026-06-30

Filed2026-07-31

NUSC

NUSHARES ETF TR

2.87%

Shares22.9K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

-0.16%

Shares27.8K

Event2026-06-30

Filed2026-07-31

NUDV

NUSHARES ETF TR

-0.22%

Shares36.2K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

-3.66%

Shares4.6K

Event2026-06-30

Filed2026-07-31

ESGD

ISHARES TR

0.68%

Shares11.3K

Event2026-06-30

Filed2026-07-31

PARKER-HANNIFIN CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

HSY

HERSHEY CO

0.03%

Shares6.6K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

-3.60%

Shares2.2K

Event2026-06-30

Filed2026-07-31

HYMB

SPDR SERIES TRUST

-5.59%

Shares44.8K

Event2026-06-30

Filed2026-07-31

TRANE TECHNOLOGIES PLC

0.52%

Shares2.3K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

3.37%

Shares2.6K

Event2026-06-30

Filed2026-07-31

3M CO

0.29%

Shares6.9K

Event2026-06-30

Filed2026-07-31

EMB

ISHARES TR

0.96%

Shares11.4K

Event2026-06-30

Filed2026-07-31

NBIS

NEBIUS GROUP N.V.

-45.49%

Shares4.0K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

-2.69%

Shares15.3K

Event2026-06-30

Filed2026-07-31

TMUS

T-MOBILE US INC

0.57%

Shares6.5K

Event2026-06-30

Filed2026-07-31

SEIQ

SEI EXCHANGE TRADED FUNDS

9.10%

Shares27.5K

Event2026-06-30

Filed2026-07-31

AON

AON PLC

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-31

ESGE

ISHARES INC

0.10%

Shares19.1K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

1.41%

Shares14.5K

Event2026-06-30

Filed2026-07-31

SEAGATE TECHNOLOGY HLDNGS PL

30.51%

Shares1.1K

Event2026-06-30

Filed2026-07-31

LEAD

SIREN ETF TR

0.08%

Shares11.3K

Event2026-06-30

Filed2026-07-31

ENERGY TRANSFER L P

0.00%

Shares53.9K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

-0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-31

CEG

CONSTELLATION ENERGY CORP

-0.10%

Shares4.1K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

-15.80%

Shares3.4K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

2.56%

Shares4.7K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

-3.59%

Shares5.4K

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

40.67%

Shares16.8K

Event2026-06-30

Filed2026-07-31

SGOV

ISHARES TR

-48.92%

Shares9.6K

Event2026-06-30

Filed2026-07-31

BDX

BECTON DICKINSON & CO

0.13%

Shares6.3K

Event2026-06-30

Filed2026-07-31

BANK OF NY MELLON CORP

83.38%

Shares6.6K

Event2026-06-30

Filed2026-07-31

XLE

SELECT SECTOR SPDR TR

-2.25%

Shares17.6K

Event2026-06-30

Filed2026-07-31

HCA

HCA HEALTHCARE INC

-6.09%

Shares2.4K

Event2026-06-30

Filed2026-07-31

MBB

ISHARES TR

-2.80%

Shares9.8K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

-5.15%

Shares902

Event2026-06-30

Filed2026-07-31

ISRG

INTUITIVE SURGICAL INC

-22.60%

Shares2.3K

Event2026-06-30

Filed2026-07-31

SEI EXCHANGE TRADED FUNDS

New

Shares35.5K

Event2026-06-30

Filed2026-07-31

ASTRAZENECA PLC

-4.65%

Shares4.7K

Event2026-06-30

Filed2026-07-31

IWR

ISHARES TR

4.26%

Shares8.0K

Event2026-06-30

Filed2026-07-31

EOG

EOG RES INC

0.35%

Shares6.7K

Event2026-06-30

Filed2026-07-31

HYG

ISHARES TR

9.26%

Shares10.7K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

-11.88%

Shares9.7K

Event2026-06-30

Filed2026-07-31

IUSV

ISHARES TR

106.75%

Shares7.8K

Event2026-06-30

Filed2026-07-31

EFG

ISHARES TR

-10.02%

Shares6.8K

Event2026-06-30

Filed2026-07-31

CSX

CSX CORP

5.65%

Shares17.5K

Event2026-06-30

Filed2026-07-31

DEERE & CO

-0.15%

Shares1.3K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

-1.24%

Shares7.0K

Event2026-06-30

Filed2026-07-31

APH

AMPHENOL CORP

-2.61%

Shares4.7K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

1.28%

Shares4.3K

Event2026-06-30

Filed2026-07-31

CHUBB LIMITED

19.79%

Shares2.4K

Event2026-06-30

Filed2026-07-31

VWOB

VANGUARD WHITEHALL FDS

1.40%

Shares11.9K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

0.30%

Shares2.3K

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

1.79%

Shares9.6K

Event2026-06-30

Filed2026-07-31

IGPT

INVESCO EXCHANGE TRADED FD T

-0.21%

Shares7.6K

Event2026-06-30

Filed2026-07-31

TSCO

TRACTOR SUPPLY CO

-7.31%

Shares24.5K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

-1.04%

Shares5.6K

Event2026-06-30

Filed2026-07-31

CIEN

CIENA CORP

4.07%

Shares1.6K

Event2026-06-30

Filed2026-07-31

VTIP

VANGUARD MALVERN FDS

62.71%

Shares15.0K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

-38.52%

Shares31.2K

Event2026-06-30

Filed2026-07-31

CTAS

CINTAS CORP

-26.51%

Shares4.4K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

0.88%

Shares3.3K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

1.41%

Shares1.7K

Event2026-06-30

Filed2026-07-31

APPLOVIN CORP

-8.55%

Shares1.3K

Event2026-06-30

Filed2026-07-31

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares985

Event2026-06-30

Filed2026-07-31

ACWV

ISHARES INC

1.58%

Shares5.7K

Event2026-06-30

Filed2026-07-31

SERVICENOW INC

22.13%

Shares6.9K

Event2026-06-30

Filed2026-07-31

MNST

MONSTER BEVERAGE CORP NEW

-0.42%

Shares7.1K

Event2026-06-30

Filed2026-07-31

PGR

PROGRESSIVE CORP

11.10%

Shares3.1K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

0.66%

Shares1.8K

Event2026-06-30

Filed2026-07-31

SPYV

SPDR SERIES TRUST

-0.32%

Shares10.9K

Event2026-06-30

Filed2026-07-31

HYT

BLACKROCK CORPOR HI YLD FD I

4.19%

Shares77.0K

Event2026-06-30

Filed2026-07-31

DIA

STATE STR SPDR DOW JONES IND

0.16%

Shares1.2K

Event2026-06-30

Filed2026-07-31

ESGU

ISHARES TR

11.22%

Shares3.9K

Event2026-06-30

Filed2026-07-31

EXC

EXELON CORP

-0.40%

Shares13.8K

Event2026-06-30

Filed2026-07-31

BSX

BOSTON SCIENTIFIC CORP

306.44%

Shares14.9K

Event2026-06-30

Filed2026-07-31

SUSB

ISHARES TR

-0.02%

Shares25.3K

Event2026-06-30

Filed2026-07-31

LQD

ISHARES TR

-5.91%

Shares5.7K

Event2026-06-30

Filed2026-07-31

SNPS

SYNOPSYS INC

-6.38%

Shares1.4K

Event2026-06-30

Filed2026-07-31

VDC

VANGUARD WORLD FD

-3.95%

Shares2.7K

Event2026-06-30

Filed2026-07-31

QNITY ELECTRONICS INC

6.33%

Shares3.7K

Event2026-06-30

Filed2026-07-31

FANG

DIAMONDBACK ENERGY INC

3.95%

Shares3.5K

Event2026-06-30

Filed2026-07-31

CORTEVA INC

4.81%

Shares7.2K

Event2026-06-30

Filed2026-07-31

PAVE

GLOBAL X FDS

-0.04%

Shares10.3K

Event2026-06-30

Filed2026-07-31

EXPD

EXPEDITORS INTL WASH INC

-0.08%

Shares3.7K

Event2026-06-30

Filed2026-07-31

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-31

IMO

IMPERIAL OIL LTD

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-31

EMLC

VANECK ETF TRUST

5.47%

Shares23.2K

Event2026-06-30

Filed2026-07-31

SEIS

SEI EXCHANGE TRADED FUNDS

-4.92%

Shares17.6K

Event2026-06-30

Filed2026-07-31

PRF

INVESCO EXCHANGE TRADED FD T

-0.90%

Shares10.9K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

-2.80%

Shares3.8K

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

-21.94%

Shares6.1K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

-0.10%

Shares4.0K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SVCS INC

0.46%

Shares5.4K

Event2026-06-30

Filed2026-07-31

CFG

CITIZENS FINL GROUP INC

1.51%

Shares8.2K

Event2026-06-30

Filed2026-07-31

RAAX

VANECK ETF TRUST

95.80%

Shares14.4K

Event2026-06-30

Filed2026-07-31

BCS

BARCLAYS PLC

-2.74%

Shares21.1K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

-1.90%

Shares2.8K

Event2026-06-30

Filed2026-07-31

SUSA

ISHARES TR

0.20%

Shares3.6K

Event2026-06-30

Filed2026-07-31

PAAA

PGIM ETF TR

2.22%

Shares10.5K

Event2026-06-30

Filed2026-07-31

MPC

MARATHON PETE CORP

-0.57%

Shares2.1K

Event2026-06-30

Filed2026-07-31

VLUE

ISHARES TR

-16.53%

Shares2.7K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES INC

-2.53%

Shares1.3K

Event2026-06-30

Filed2026-07-31

SPACE EXPLORATION TECHN CORP

New

Shares3.1K

Event2026-06-30

Filed2026-07-31

ETR

ENTERGY CORP NEW

-20.34%

Shares4.6K

Event2026-06-30

Filed2026-07-31

SPDW

SPDR INDEX SHS FDS

-0.04%

Shares10.2K

Event2026-06-30

Filed2026-07-31

IWN

ISHARES TR

-0.52%

Shares2.3K

Event2026-06-30

Filed2026-07-31

BCI

ABRDN ETFS

-5.03%

Shares22.7K

Event2026-06-30

Filed2026-07-31

COF

CAPITAL ONE FINL CORP

-54.10%

Shares2.5K

Event2026-06-30

Filed2026-07-31

XLF

SELECT SECTOR SPDR TR

-7.27%

Shares9.3K

Event2026-06-30

Filed2026-07-31

SCHO

SCHWAB STRATEGIC TR

0.45%

Shares20.5K

Event2026-06-30

Filed2026-07-31

AMT

AMERICAN TOWER CORP

3.19%

Shares3.0K

Event2026-06-30

Filed2026-07-31

NOBL

PROSHARES TR

88.61%

Shares8.7K

Event2026-06-30

Filed2026-07-31

DES

WISDOMTREE TR

-0.07%

Shares12.1K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

-0.31%

Shares4.8K

Event2026-06-30

Filed2026-07-31

USIG

ISHARES TR

14.77%

Shares9.4K

Event2026-06-30

Filed2026-07-31

PJP

INVESCO EXCHANGE TRADED FD T

0.02%

Shares4.1K

Event2026-06-30

Filed2026-07-31

BME

BLACKROCK HEALTH SCIENCES TR

0.82%

Shares11.1K

Event2026-06-30

Filed2026-07-31

KROGER CO

-0.29%

Shares8.5K

Event2026-06-30

Filed2026-07-31

USB

US BANCORP

-3.00%

Shares7.4K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN CORP

-18.04%

Shares877

Event2026-06-30

Filed2026-07-31

CVS

CVS HEALTH CORP

-2.57%

Shares4.3K

Event2026-06-30

Filed2026-07-31

NVO

NOVO-NORDISK A S

17.46%

Shares9.3K

Event2026-06-30

Filed2026-07-31

PSX

PHILLIPS 66

1.04%

Shares2.6K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

4.28%

Shares4.2K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

-9.13%

Shares3.5K

Event2026-06-30

Filed2026-07-31

CMCSA

COMCAST CORP NEW

-7.65%

Shares17.8K

Event2026-06-30

Filed2026-07-31

FPE

FIRST TR EXCH TRADED FD III

50.91%

Shares24.3K

Event2026-06-30

Filed2026-07-31

VRTX

VERTEX PHARMACEUTICALS INC

-39.04%

Shares873

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

HYXF

ISHARES TR

-0.28%

Shares9.2K

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS INC

2.49%

Shares2.5K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

-9.79%

Shares2.3K

Event2026-06-30

Filed2026-07-31

XSVN

BONDBLOXX ETF TRUST

-4.64%

Shares8.8K

Event2026-06-30

Filed2026-07-31

FIRSTENERGY CORP

-4.64%

Shares8.7K

Event2026-06-30

Filed2026-07-31

EQIX

EQUINIX INC

23.44%

Shares395

Event2026-06-30

Filed2026-07-31

PRU

PRUDENTIAL FINL INC

-9.33%

Shares3.8K

Event2026-06-30

Filed2026-07-31

SPYD

SPDR SERIES TRUST

0.06%

Shares8.6K

Event2026-06-30

Filed2026-07-31

VLO

VALERO ENERGY CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-31

WELL

WELLTOWER INC

3.79%

Shares1.8K

Event2026-06-30

Filed2026-07-31

WASTE MGMT INC DEL

12.25%

Shares1.8K

Event2026-06-30

Filed2026-07-31

TLN

TALEN ENERGY CORP

4.72%

Shares1.0K

Event2026-06-30

Filed2026-07-31

IRM

IRON MTN INC DEL

3.41%

Shares3.2K

Event2026-06-30

Filed2026-07-31

AWK

AMERICAN WTR WKS CO INC NEW

-0.39%

Shares3.0K

Event2026-06-30

Filed2026-07-31

VRT

VERTIV HOLDINGS CO

13.40%

Shares1.2K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

5.42%

Shares1.5K

Event2026-06-30

Filed2026-07-31

MKC

MCCORMICK & CO INC

-16.09%

Shares7.8K

Event2026-06-30

Filed2026-07-31

ALAB

ASTERA LABS INC

New

Shares807

Event2026-06-30

Filed2026-07-31

SNDK

SANDISK CORP

New

Shares170

Event2026-06-30

Filed2026-07-31

GILD

GILEAD SCIENCES INC

-3.96%

Shares3.1K

Event2026-06-30

Filed2026-07-31

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

0.30%

Shares12.7K

Event2026-06-30

Filed2026-07-31

JPLD

J P MORGAN EXCHANGE TRADED F

5.98%

Shares7.2K

Event2026-06-30

Filed2026-07-31

NVS

NOVARTIS AG

0.21%

Shares2.4K

Event2026-06-30

Filed2026-07-31

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.59%

Shares4.1K

Event2026-06-30

Filed2026-07-31

DUPONT DE NEMOURS INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-31

HONEYWELL INTL INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

ITW

ILLINOIS TOOL WKS INC

6.45%

Shares1.4K

Event2026-06-30

Filed2026-07-31

KEY

KEYCORP

New

Shares16.1K

Event2026-06-30

Filed2026-07-31

OKE

ONEOK INC NEW

2.93%

Shares4.2K

Event2026-06-30

Filed2026-07-31

HONEYWELL AEROSPACE INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

-3.78%

Shares2.7K

Event2026-06-30

Filed2026-07-31

FDN

FIRST TR EXCHANGE-TRADED FD

-6.77%

Shares1.4K

Event2026-06-30

Filed2026-07-31

EBND

SPDR SERIES TRUST

-0.07%

Shares17.2K

Event2026-06-30

Filed2026-07-31

DOMINION ENERGY INC

-5.40%

Shares5.3K

Event2026-06-30

Filed2026-07-31

CDNS

CADENCE DESIGN SYSTEM INC

-3.65%

Shares951

Event2026-06-30

Filed2026-07-31

SPSM

SPDR SERIES TRUST

-0.36%

Shares6.2K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

0.00%

Shares367

Event2026-06-30

Filed2026-07-31

PHM

PULTE GROUP INC

-2.76%

Shares2.6K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

2.24%

Shares2.2K

Event2026-06-30

Filed2026-07-31

EFAV

ISHARES TR

0.36%

Shares3.9K

Event2026-06-30

Filed2026-07-31

TDG

TRANSDIGM GROUP INC

-4.09%

Shares258

Event2026-06-30

Filed2026-07-31

DON

WISDOMTREE TR

0.05%

Shares6.1K

Event2026-06-30

Filed2026-07-31

SCHW

SCHWAB CHARLES CORP

-6.80%

Shares3.7K

Event2026-06-30

Filed2026-07-31

INTU

INTUIT

-0.39%

Shares1.3K

Event2026-06-30

Filed2026-07-31

CONSOLIDATED EDISON INC

1.18%

Shares3.0K

Event2026-06-30

Filed2026-07-31

CHE

CHEMED CORP NEW

-0.70%

Shares710

Event2026-06-30

Filed2026-07-31

WAT

WATERS CORP

-0.45%

Shares876

Event2026-06-30

Filed2026-07-31

IWO

ISHARES TR

-0.36%

Shares833

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING IN

-3.89%

Shares1.5K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

0.13%

Shares3.8K

Event2026-06-30

Filed2026-07-31

WMB

WILLIAMS COS INC

-12.57%

Shares4.3K

Event2026-06-30

Filed2026-07-31

ESGV

VANGUARD WORLD FD

-9.87%

Shares2.4K

Event2026-06-30

Filed2026-07-31

EME

EMCOR GROUP INC

-32.92%

Shares375

Event2026-06-30

Filed2026-07-31

MTB

M & T BK CORP

2.12%

Shares1.3K

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

1.82%

Shares1.7K

Event2026-06-30

Filed2026-07-31

NULG

NUSHARES ETF TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

EFAX

SPDR INDEX SHS FDS

3.41%

Shares5.6K

Event2026-06-30

Filed2026-07-31

STLD

STEEL DYNAMICS INC

-4.59%

Shares1.3K

Event2026-06-30

Filed2026-07-31

JAAA

JANUS DETROIT STR TR

-86.45%

Shares6.0K

Event2026-06-30

Filed2026-07-31

IBIT

ISHARES BITCOIN TRUST ETF

-25.31%

Shares9.1K

Event2026-06-30

Filed2026-07-31

SHEL

SHELL PLC

-7.36%

Shares3.9K

Event2026-06-30

Filed2026-07-31

GENERAL MTRS CO

8.67%

Shares3.9K

Event2026-06-30

Filed2026-07-31

FORD MTR CO

0.62%

Shares21.3K

Event2026-06-30

Filed2026-07-31

XCEM

COLUMBIA ETF TR II

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-31

COLGATE PALMOLIVE CO

2.29%

Shares3.2K

Event2026-06-30

Filed2026-07-31

IQV

IQVIA HLDGS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

QXO

QXO INC

15.03%

Shares16.7K

Event2026-06-30

Filed2026-07-31

UNM

UNUM GROUP

-2.71%

Shares3.2K

Event2026-06-30

Filed2026-07-31

ING

ING GROEP N.V.

-2.80%

Shares9.2K

Event2026-06-30

Filed2026-07-31

AFL

AFLAC INC

-0.53%

Shares2.5K

Event2026-06-30

Filed2026-07-31

MPWR

MONOLITHIC PWR SYS INC

7.77%

Shares208

Event2026-06-30

Filed2026-07-31

TRAVELERS COMPANIES INC

-0.34%

Shares869

Event2026-06-30

Filed2026-07-31

FITB

FIFTH THIRD BANCORP

-1.21%

Shares5.1K

Event2026-06-30

Filed2026-07-31

CPRT

COPART INC

18.73%

Shares10.1K

Event2026-06-30

Filed2026-07-31

VPU

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

AXTA

AXALTA COATING SYS LTD

-0.45%

Shares8.3K

Event2026-06-30

Filed2026-07-31

EOS

EATON VANCE ENHANCED EQUITY

0.32%

Shares12.4K

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES INC

26.08%

Shares2.3K

Event2026-06-30

Filed2026-07-31

NYT

NEW YORK TIMES CO MTN BE

-0.13%

Shares3.9K

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

REGIONS FINANCIAL CORP NEW

4.70%

Shares8.9K

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC IRELAND

1.50%

Shares2.2K

Event2026-06-30

Filed2026-07-31

LUMENTUM HLDGS INC

New

Shares312

Event2026-06-30

Filed2026-07-31

ADM

ARCHER DANIELS MIDLAND CO

-3.48%

Shares3.5K

Event2026-06-30

Filed2026-07-31

SAP

SAP SE

6.49%

Shares1.7K

Event2026-06-30

Filed2026-07-31

DELL

DELL TECHNOLOGIES INC

New

Shares614

Event2026-06-30

Filed2026-07-31

SPEU

SPDR INDEX SHS FDS

-0.17%

Shares4.8K

Event2026-06-30

Filed2026-07-31

IQLT

ISHARES TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-31

ASE TECHNOLOGY HLDG CO LTD

New

Shares5.8K

Event2026-06-30

Filed2026-07-31

SPMB

SPDR SERIES TRUST

-0.05%

Shares11.7K

Event2026-06-30

Filed2026-07-31

MCK

MCKESSON CORP

-0.87%

Shares343

Event2026-06-30

Filed2026-07-31

S&P GLOBAL INC

-1.11%

Shares623

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

-1.51%

Shares1.8K

Event2026-06-30

Filed2026-07-31

NFG

NATIONAL FUEL GAS CO

-1.68%

Shares3.3K

Event2026-06-30

Filed2026-07-31

SHW

SHERWIN WILLIAMS CO

-2.14%

Shares730

Event2026-06-30

Filed2026-07-31

ETV

EATON VANCE TAX-MANAGED BUY-

0.39%

Shares16.7K

Event2026-06-30

Filed2026-07-31

KMB

KIMBERLY-CLARK CORP

5.83%

Shares2.3K

Event2026-06-30

Filed2026-07-31

XLI

SELECT SECTOR SPDR TR

0.15%

Shares1.3K

Event2026-06-30

Filed2026-07-31

XEL

XCEL ENERGY INC

0.13%

Shares3.1K

Event2026-06-30

Filed2026-07-31

JBL

JABIL INC

New

Shares633

Event2026-06-30

Filed2026-07-31

TGT

TARGET CORP

12.46%

Shares1.9K

Event2026-06-30

Filed2026-07-31

NRG

NRG ENERGY INC

5.39%

Shares1.7K

Event2026-06-30

Filed2026-07-31

XPO

XPO INC

-19.50%

Shares1.2K

Event2026-06-30

Filed2026-07-31

SPIB

SPDR SERIES TRUST

-0.75%

Shares7.2K

Event2026-06-30

Filed2026-07-31

HYLS

FIRST TR EXCHANGE-TRADED FD

0.85%

Shares5.9K

Event2026-06-30

Filed2026-07-31

ONEQ

FIDELITY COMWLTH TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-31

IYK

ISHARES TR

0.06%

Shares3.3K

Event2026-06-30

Filed2026-07-31

COR

CENCORA INC

4.19%

Shares845

Event2026-06-30

Filed2026-07-31

SEA LTD

New

Shares2.5K

Event2026-06-30

Filed2026-07-31

EVERSOURCE ENERGY

-4.48%

Shares3.3K

Event2026-06-30

Filed2026-07-31

ROYAL CARIBBEAN GROUP

-0.13%

Shares748

Event2026-06-30

Filed2026-07-31

SYY

SYSCO CORP

-4.87%

Shares2.8K

Event2026-06-30

Filed2026-07-31

IVT

INVENTRUST PPTYS CORP

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-31

SDY

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-31

HSBC

HSBC HLDGS PLC

-2.37%

Shares2.5K

Event2026-06-30

Filed2026-07-31

HLT

HILTON WORLDWIDE HLDGS INC

0.71%

Shares710

Event2026-06-30

Filed2026-07-31

BP PLC

-11.51%

Shares6.3K

Event2026-06-30

Filed2026-07-31

MET

METLIFE INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-31

HUBB

HUBBELL INC

New

Shares437

Event2026-06-30

Filed2026-07-31

MMC

MARSH & MCLENNAN COS INC

-19.04%

Shares1.4K

Event2026-06-30

Filed2026-07-31

OHI

OMEGA HEALTHCARE INVS INC

0.76%

Shares4.8K

Event2026-06-30

Filed2026-07-31

WTRG

ESSENTIAL UTILS INC

0.19%

Shares5.9K

Event2026-06-30

Filed2026-07-31

CMI

CUMMINS INC

New

Shares315

Event2026-06-30

Filed2026-07-31

SMURFIT WESTROCK PLC

New

Shares4.8K

Event2026-06-30

Filed2026-07-31

HOOD

ROBINHOOD MKTS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-31

RWL

INVESCO EXCH TRADED FD TR II

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

HIG

HARTFORD INSURANCE GROUP INC

-22.14%

Shares1.7K

Event2026-06-30

Filed2026-07-31

SPLV

INVESCO EXCH TRADED FD TR II

-9.01%

Shares2.9K

Event2026-06-30

Filed2026-07-31

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares560

Event2026-06-30

Filed2026-07-31

PEG

PUBLIC SVC ENTERPRISE GROUP

-24.49%

Shares2.7K

Event2026-06-30

Filed2026-07-31

OUNZ

VANECK MERK GOLD ETF

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-31

ICE

INTERCONTINENTAL EXCHANGE IN

-11.43%

Shares1.8K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES TR

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-31

DAL

DELTA AIR LINES INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-31

STRL

STERLING INFRASTRUCTURE INC

New

Shares256

Event2026-06-30

Filed2026-07-31

LHX

L3HARRIS TECHNOLOGIES INC

3.21%

Shares739

Event2026-06-30

Filed2026-07-31

REALTY INCOME CORP

-3.92%

Shares3.5K

Event2026-06-30

Filed2026-07-31

BANCO SANTANDER SA

-0.53%

Shares15.5K

Event2026-06-30

Filed2026-07-31

MRVL

MARVELL TECHNOLOGY INC

New

Shares712

Event2026-06-30

Filed2026-07-31

TFC

TRUIST FINL CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-31

ESML

ISHARES TR

New

Shares3.7K

Event2026-06-30

Filed2026-07-31

GVI

ISHARES TR

3.18%

Shares1.9K

Event2026-06-30

Filed2026-07-31

ALL

ALLSTATE CORP

New

Shares867

Event2026-06-30

Filed2026-07-31

NEM

NEWMONT CORP

0.14%

Shares2.2K

Event2026-06-30

Filed2026-07-31

EIX

EDISON INTL

New

Shares2.7K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

-14.69%

Shares2.6K

Event2026-06-30

Filed2026-07-31

DVN

DEVON ENERGY CORP NEW

New

Shares4.9K

Event2026-06-30

Filed2026-07-31

CRH

CRH PLC

New

Shares1.9K

Event2026-06-30

Filed2026-07-31

ETW

EATON VANCE TAX-MANAGED GLOB

0.69%

Shares20.8K

Event2026-06-30

Filed2026-07-31

FUSB

FIRST US BANCSHARES INC

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-31

FSSL

FS SPECIALTY LENDING FD

-55.08%

Shares15.7K

Event2026-06-30

Filed2026-07-31

TDF

TEMPLETON DRAGON FD INC

1.20%

Shares11.7K

Event2026-06-30

Filed2026-07-31

ETJ

EATON VANCE RISK-MANAGED DIV

-0.49%

Shares11.4K

Event2026-06-30

Filed2026-07-31

DLNG

DYNAGAS LNG PARTNERS LP

0.00%

Shares21.5K

Event2026-06-30

Filed2026-07-31

LYG

LLOYDS BANKING GROUP PLC

-2.63%

Shares12.0K

Event2026-06-30

Filed2026-07-31

ABR

ARBOR REALTY TRUST INC

-11.48%

Shares11.5K

Event2026-06-30

Filed2026-07-31

ABEV

AMBEV SA

New

Shares14.8K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available