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The Analysis of Drucker Wealth 3.0, LLC's Holdings & P&L

Currently, Drucker Wealth 3.0, LLC holds 289 types of securities in its portfolio with a total value $632.3M. In the most recent quarter, they have increased their positions in VGT (+53.9K shares, valued at $6.4M), VUG (+56.4K shares, valued at $4.9M), VO (+40.7K shares, valued at $3.3M); decreased their positions in VB (-7.2K shares, valued at $2.2M), EFA (-20.0K shares, valued at $2.1M), VEA (-16.8K shares, valued at $1.2M); initiated new positions in AUGO (+12.6K shares, valued at $792.8K), OUT (+15.2K shares, valued at $498.6K), MRVL (+1.7K shares, valued at $496.0K).

1M P&L

+21.6M+3.98%

3M P&L

+14.9M+2.72%

HY P&L

-39.2M-6.49%

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/A323.4M

58.6%

2Semiconductors23.9M

4.3%

3Consumer Electronics21.9M

4.0%

Top Industries by Stock Count

1N/A68 stocks

27.2%

2Semiconductors10 stocks

4.0%

3Utilities - Regulated Electric8 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS84.5K shares-0.72%2026-06-302026-07-13

COWZ PACER FDS TR378.2K shares5.56%2026-06-302026-07-13

AAPL APPLE INC75.8K shares1.90%2026-06-302026-07-13

QQQ INVESCO QQQ TR27.4K shares-0.11%2026-06-302026-07-13

VB VANGUARD INDEX FDS65.7K shares-9.86%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS49.7K shares-3.88%2026-06-302026-07-13

EFA ISHARES TR172.9K shares-10.38%2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS70.4K shares5.78%2026-06-302026-07-13

Sponsored

BND VANGUARD BD INDEX FDS208.2K shares-6.50%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS173.0K shares-8.85%2026-06-302026-07-13

VYMI VANGUARD WHITEHALL FDS119.2K shares1.76%2026-06-302026-07-13

SCHD SCHWAB STRATEGIC TR363.4K shares16.61%2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC15.6K shares-0.04%2026-06-302026-07-13

NVDA NVIDIA CORPORATION47.0K shares2.23%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO27.9K shares0.08%2026-06-302026-07-13

MSFT MICROSOFT CORP23.7K shares-2.50%2026-06-302026-07-13

Sponsored

VTV VANGUARD INDEX FDS40.1K shares-10.16%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS53.0K shares-2.71%2026-06-302026-07-13

AMZN AMAZON COM INC31.6K shares-0.18%2026-06-302026-07-13

VGT VANGUARD WORLD FD62.7K shares611.22%2026-06-302026-07-13

GOOGL ALPHABET INC18.7K shares2.63%2026-06-302026-07-13

VUG VANGUARD INDEX FDS69.0K shares446.56%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON23.3K shares1.11%2026-06-302026-07-13

VTC VANGUARD SCOTTSDALE FDS77.0K shares-1.36%2026-06-302026-07-13

Sponsored

VOE VANGUARD INDEX FDS27.9K shares-5.84%2026-06-302026-07-13

PM PHILIP MORRIS INTL INC30.3K shares-1.00%2026-06-302026-07-13

IVOG VANGUARD ADMIRAL FDS INC35.2K shares-3.82%2026-06-302026-07-13

VCIT VANGUARD SCOTTSDALE FDS62.4K shares12.79%2026-06-302026-07-13

GOVT ISHARES TR222.7K shares5.75%2026-06-302026-07-13

SPMB SPDR SERIES TRUST225.3K shares10.06%2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC42.6K shares0.67%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.3K shares-0.19%2026-06-302026-07-13

Sponsored

VO VANGUARD INDEX FDS55.7K shares272.85%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F75.1K shares-5.11%2026-06-302026-07-13

TXN TEXAS INSTRS INC14.3K shares-0.17%2026-06-302026-07-13

GOOG ALPHABET INC11.9K shares0.51%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP29.6K shares-13.01%2026-06-302026-07-13

USHY ISHARES TR109.2K shares13.74%2026-06-302026-07-13

SHYG ISHARES TR83.4K shares8.61%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL6.7K shares1.26%2026-06-302026-07-13

Sponsored

ITOT ISHARES TR20.5K shares-20.86%2026-06-302026-07-13

BLK BLACKROCK INC3.5K shares2.18%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC37.8K shares-1.84%2026-06-302026-07-13

CVX CHEVRON CORPORATION19.8K shares0.23%2026-06-302026-07-13

SPEM SPDR INDEX SHS FDS63.1K shares-2.37%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC5.7K shares-1.98%2026-06-302026-07-13

KO COCA COLA CO37.8K shares1.91%2026-06-302026-07-13

DFAS DIMENSIONAL ETF TRUST37.2K shares-17.47%2026-06-302026-07-13

Sponsored

CMI CUMMINS INC4.2K shares0.53%2026-06-302026-07-13

BROADCOM INC BROADCOM INC7.7K shares8.27%2026-06-302026-07-13

SPTL SPDR SERIES TRUST109.5K shares28.10%2026-06-302026-07-13

SCCO SOUTHERN COPPER CORP16.1K shares0.14%2026-06-302026-07-13

TSLA TESLA INC6.6K shares1.11%2026-06-302026-07-13

MRK MERCK & CO INC21.2K shares-0.98%2026-06-302026-07-13

PG PROCTER & GAMBLE CO17.8K shares3.08%2026-06-302026-07-13

GRMN GARMIN LTD10.2K shares1.16%2026-06-302026-07-13

Sponsored

HD HOME DEPOT INC6.8K shares-7.17%2026-06-302026-07-13

MO ALTRIA GROUP INC33.3K shares6.35%2026-06-302026-07-13

WMB WILLIAMS COS INC31.1K shares0.47%2026-06-302026-07-13

FAST FASTENAL CO48.0K shares-1.07%2026-06-302026-07-13

KMI KINDER MORGAN INC DEL68.7K shares-0.37%2026-06-302026-07-13

ENB ENBRIDGE INC39.9K shares-3.58%2026-06-302026-07-13

TSM TAIWAN SEMICONDUCTOR MANUFAC4.5K shares-4.68%2026-06-302026-07-13

WFC WELLS FARGO & CO25.8K shares-5.14%2026-06-302026-07-13

Sponsored

WEC WEC ENERGY GROUP INC17.8K shares-0.56%2026-06-302026-07-13

FDS FACTSET RESH SYS INC8.5K shares32.65%2026-06-302026-07-13

DFLV DIMENSIONAL ETF TRUST49.0K shares-14.16%2026-06-302026-07-13

PSA PUBLIC STORAGE5.9K shares3.46%2026-06-302026-07-13

QCOM QUALCOMM INC10.1K shares8.69%2026-06-302026-07-13

ETR ENTERGY CORP NEW16.1K shares-8.07%2026-06-302026-07-13

SPSB SPDR SERIES TRUST61.4K shares17.03%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC3.2K shares-3.07%2026-06-302026-07-13

Sponsored

SDY SPDR SERIES TRUST12.1K shares-0.45%2026-06-302026-07-13

VISA INC VISA INC5.3K shares-2.70%2026-06-302026-07-13

EMR EMERSON ELEC CO12.6K shares1.06%2026-06-302026-07-13

SBUX STARBUCKS CORP17.1K shares-3.49%2026-06-302026-07-13

LLY ELI LILLY & CO1.4K shares6.24%2026-06-302026-07-13

DFIC DIMENSIONAL ETF TRUST45.0K shares-12.12%2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC39.2K shares-0.76%2026-06-302026-07-13

DTM DT MIDSTREAM INC10.9K shares2.97%2026-06-302026-07-13

Sponsored

TROW PRICE T ROWE GROUP INC14.0K shares0.49%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC1.4K shares17.54%2026-06-302026-07-13

PEP PEPSICO INC11.5K shares-4.27%2026-06-302026-07-13

SPSM SPDR SERIES TRUST26.4K shares-15.93%2026-06-302026-07-13

LAMR LAMAR ADVERTISING CO9.7K shares-4.37%2026-06-302026-07-13

AMGN AMGEN INC4.1K shares-5.58%2026-06-302026-07-13

NYF ISHARES TR27.6K shares7.48%2026-06-302026-07-13

PNC PNC FINL SVCS GROUP INC6.0K shares3.19%2026-06-302026-07-13

Sponsored

DUK DUKE ENERGY CORP NEW11.6K shares-1.33%2026-06-302026-07-13

PAYX PAYCHEX INC14.7K shares18.43%2026-06-302026-07-13

JAAA JANUS DETROIT STR TR28.5K shares31.48%2026-06-302026-07-13

TFC TRUIST FINL CORP28.4K shares-4.16%2026-06-302026-07-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.3K shares23.65%2026-06-302026-07-13

BMY BRISTOL-MYERS SQUIBB CO23.6K shares-3.51%2026-06-302026-07-13

SNA SNAP ON INC3.3K shares0.03%2026-06-302026-07-13

RF REGIONS FINANCIAL CORP NEW43.3K shares0.60%2026-06-302026-07-13

Sponsored

CME CME GROUP INC5.7K shares-6.94%2026-06-302026-07-13

BKNG BOOKING HOLDINGS INC7.0K shares2276.87%2026-06-302026-07-13

T AT&T INC59.4K shares-4.24%2026-06-302026-07-13

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC14.9K shares385.55%2026-06-302026-07-13

CUBE CUBESMART29.8K shares0.37%2026-06-302026-07-13

WSM WILLIAMS SONOMA INC5.0K shares-3.54%2026-06-302026-07-13

KEY KEYCORP50.3K shares0.98%2026-06-302026-07-13

ABT ABBOTT LABORATORIES12.7K shares8.69%2026-06-302026-07-13

Sponsored

CMCSA COMCAST CORP NEW46.3K shares-13.29%2026-06-302026-07-13

PSX PHILLIPS 666.7K shares-0.05%2026-06-302026-07-13

MEDTRONIC PLC MEDTRONIC PLC14.2K shares-21.87%2026-06-302026-07-13

LRCX LAM RESEARCH CORP2.5K shares3.89%2026-06-302026-07-13

BBWI BATH & BODY WORKS INC45.9K shares-13.22%2026-06-302026-07-13

ADP AUTOMATIC DATA PROCESSING IN4.6K shares24.59%2026-06-302026-07-13

ORACLE CORP ORACLE CORP6.8K shares-1.54%2026-06-302026-07-13

KTB KONTOOR BRANDS INC12.0K shares7.74%2026-06-302026-07-13

Sponsored

CAT CATERPILLAR INC933 shares3.09%2026-06-302026-07-13

MC MOELIS & CO15.2K shares1.10%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.9K shares-5.06%2026-06-302026-07-13

STAG STAG INDUSTRIAL INC25.2K shares0.03%2026-06-302026-07-13

ADI ANALOG DEVICES INC2.4K shares3.88%2026-06-302026-07-13

OMC OMNICOM GROUP INC13.0K shares-4.88%2026-06-302026-07-13

BAC BANK OF AMER CORP16.6K shares-0.16%2026-06-302026-07-13

GPC GENUINE PARTS CO7.9K shares-8.19%2026-06-302026-07-13

Sponsored

UPS UNITED PARCEL SVCS INC8.6K shares0.62%2026-06-302026-07-13

VXUS VANGUARD STAR FDS10.7K shares-12.54%2026-06-302026-07-13

SCHW SCHWAB CHARLES CORP9.9K shares-9.39%2026-06-302026-07-13

WMT WALMART INC7.9K shares-0.40%2026-06-302026-07-13

BK BANK OF NY MELLON CORP6.2K shares-2.07%2026-06-302026-07-13

VSNT VERSANT MEDIA GROUP INC23.8K shares57.57%2026-06-302026-07-13

AGX ARGAN INC1.1K shares-17.52%2026-06-302026-07-13

ISHARES TR ISHARES TR8.7K shares15.52%2026-06-302026-07-13

Sponsored

APD AIR PRODUCTS AND CHEMICALS I2.8K shares-4.27%2026-06-302026-07-13

AXP AMERICAN EXPRESS CO2.4K shares2.64%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.77%2026-06-302026-07-13

AUGO AURA MINERALS INC12.6K sharesnew addition2026-06-302026-07-13

SBAC SBA COMMUNICATIONS CORP4.5K shares8.58%2026-06-302026-07-13

WSO WATSCO INC1.9K shares-0.21%2026-06-302026-07-13

ERIE ERIE INDTY CO3.2K shares24.81%2026-06-302026-07-13

INTC INTEL CORP5.5K shares9.42%2026-06-302026-07-13

Sponsored

ABBVIE INC ABBVIE INC3.0K shares8.69%2026-06-302026-07-13

EBAY EBAY INC.6.7K shares-2.06%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION802 shares-4.98%2026-06-302026-07-13

NVS NOVARTIS AG4.8K shares-4.97%2026-06-302026-07-13

ROK ROCKWELL AUTOMATION INC1.5K shares0.94%2026-06-302026-07-13

SPMD SPDR SERIES TRUST10.7K shares-17.95%2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.7K shares27.31%2026-06-302026-07-13

XEL XCEL ENERGY INC8.8K shares-1.12%2026-06-302026-07-13

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST7.7K shares-14.55%2026-06-302026-07-13

GE GE AEROSPACE1.8K shares-0.72%2026-06-302026-07-13

KLAC KLA CORP2.2K shares878.67%2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.9.1K shares0.33%2026-06-302026-07-13

ISHARES TR ISHARES TR863 shares67.90%2026-06-302026-07-13

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC845 shares-3.76%2026-06-302026-07-13

GSK PLC GSK PLC12.1K shares-8.35%2026-06-302026-07-13

GEV GE VERNOVA INC537 shares1.70%2026-06-302026-07-13

Sponsored

APH AMPHENOL CORP3.5K shares0.14%2026-06-302026-07-13

REXR REXFORD INDL RLTY INC18.0K shares-0.25%2026-06-302026-07-13

LYG LLOYDS BANKING GROUP PLC101.2K shares-4.09%2026-06-302026-07-13

RTX CORPORATION RTX CORPORATION3.1K shares3.88%2026-06-302026-07-13

NEM NEWMONT CORP6.3K shares0.75%2026-06-302026-07-13

PFE PFIZER INC24.3K shares-16.38%2026-06-302026-07-13

XP XP INC35.4K shares-2.08%2026-06-302026-07-13

DFEM DIMENSIONAL ETF TRUST14.0K shares-19.44%2026-06-302026-07-13

Sponsored

VLO VALERO ENERGY CORP2.2K shares4.75%2026-06-302026-07-13

PHM PULTE GROUP INC4.1K shares-3.57%2026-06-302026-07-13

MCK MCKESSON CORP739 shares0.27%2026-06-302026-07-13

SWKS SKYWORKS SOLUTIONS INC8.1K shares3.44%2026-06-302026-07-13

DFUS DIMENSIONAL ETF TRUST6.6K shares-22.79%2026-06-302026-07-13

GD GENERAL DYNAMICS CORP1.5K shares-1.81%2026-06-302026-07-13

SYY SYSCO CORP6.4K shares-8.56%2026-06-302026-07-13

COP CONOCOPHILLIPS5.1K shares2.68%2026-06-302026-07-13

Sponsored

VICI VICI PPTYS INC20.1K shares-0.92%2026-06-302026-07-13

IWS ISHARES TR3.1K shares-6.13%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.4K shares-7.57%2026-06-302026-07-13

COR CENCORA INC1.8K shares-5.47%2026-06-302026-07-13

OUT OUTFRONT MEDIA INC15.2K sharesnew addition2026-06-302026-07-13

MRVL MARVELL TECHNOLOGY INC1.7K sharesnew addition2026-06-302026-07-13

ES EVERSOURCE ENERGY6.8K shares-5.15%2026-06-302026-07-13

BDX BECTON DICKINSON & CO3.2K shares-11.32%2026-06-302026-07-13

Sponsored

GLW CORNING INC1.9K shares18.76%2026-06-302026-07-13

HONEYWELL INTL INC HONEYWELL INTL INC2.1K sharesnew addition2026-06-302026-07-13

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.1K sharesnew addition2026-06-302026-07-13

GM GENERAL MTRS CO6.1K shares0.71%2026-06-302026-07-13

CI THE CIGNA GROUP1.7K shares48.59%2026-06-302026-07-13

KEYS KEYSIGHT TECHNOLOGIES INC1.3K shares2.86%2026-06-302026-07-13

IESC IES HOLDINGS INC617 shares14.05%2026-06-302026-07-13

BITB BITWISE BITCOIN ETF TR14.2K shares9.75%2026-06-302026-07-13

Sponsored

INSW INTERNATIONAL SEAWAYS INC5.9K sharesnew addition2026-06-302026-07-13

BSV VANGUARD BD INDEX FDS5.5K shares-20.64%2026-06-302026-07-13

VBR VANGUARD INDEX FDS1.8K shares-15.79%2026-06-302026-07-13

SPYV SPDR SERIES TRUST7.0K shares-18.62%2026-06-302026-07-13

DVN DEVON ENERGY CORP NEW10.3K sharesnew addition2026-06-302026-07-13

PANW PALO ALTO NETWORKS INC1.2K sharesnew addition2026-06-302026-07-13

MPC MARATHON PETE CORP1.6K shares-0.06%2026-06-302026-07-13

HII HUNTINGTON INGALLS INDS INC1.4K shares-8.84%2026-06-302026-07-13

Sponsored

TTE TOTALENERGIES SE5.1K shares-2.43%2026-06-302026-07-13

XLK SELECT SECTOR SPDR TR2.1K sharesnew addition2026-06-302026-07-13

SLDE SLIDE INS HLDGS INC20.3K sharesnew addition2026-06-302026-07-13

RSP INVESCO EXCHANGE TRADED FD T1.8K shares-8.58%2026-06-302026-07-13

TJX TJX COS INC NEW2.5K shares7.76%2026-06-302026-07-13

ANET ARISTA NETWORKS INC2.3K shares0.94%2026-06-302026-07-13

SPYG SPDR SERIES TRUST3.2K shares0.00%2026-06-302026-07-13

OWL BLUE OWL CAPITAL INC43.7K shares5.21%2026-06-302026-07-13

Sponsored

ASML ASML HLDG NV192 shares4.35%2026-06-302026-07-13

IWR ISHARES TR3.4K sharesnew addition2026-06-302026-07-13

SCHF SCHWAB STRATEGIC TR13.5K shares36.74%2026-06-302026-07-13

QUANTA SVCS INC QUANTA SVCS INC518 shares0.58%2026-06-302026-07-13

VXF VANGUARD INDEX FDS1.5K shares-32.72%2026-06-302026-07-13

IWF ISHARES TR2.9K shares300.14%2026-06-302026-07-13

TFPM TRIPLE FLAG PRECIOUS METAL12.0K shares0.28%2026-06-302026-07-13

C CITIGROUP INC2.5K shares20.13%2026-06-302026-07-13

Sponsored

MS MORGAN STANLEY1.7K shares20.94%2026-06-302026-07-13

KLIC KULICKE & SOFFA INDS INC2.6K sharesnew addition2026-06-302026-07-13

UTHR UNITED THERAPEUTICS CORP DEL641 shares3.72%2026-06-302026-07-13

CFG CITIZENS FINL GROUP INC4.9K shares0.68%2026-06-302026-07-13

GS GOLDMAN SACHS GROUP INC335 shares11.67%2026-06-302026-07-13

QQQM INVESCO EXCH TRADED FD TR II1.1K sharesnew addition2026-06-302026-07-13

IEMG ISHARES INC4.0K shares36.71%2026-06-302026-07-13

IJR ISHARES TR2.2K shares27.65%2026-06-302026-07-13

Sponsored

IJH ISHARES TR4.2K sharesnew addition2026-06-302026-07-13

HAL HALLIBURTON CO9.5K shares2.93%2026-06-302026-07-13

TOL TOLL BROTHERS INC1.9K sharesnew addition2026-06-302026-07-13

EOG EOG RES INC2.4K shares9.67%2026-06-302026-07-13

VCEB VANGUARD WORLD FD5.0K shares1.51%2026-06-302026-07-13

ESGU ISHARES TR1.9K shares-16.70%2026-06-302026-07-13

APPLOVIN CORP APPLOVIN CORP604 shares10.83%2026-06-302026-07-13

WELL WELLTOWER INC1.4K shares0.22%2026-06-302026-07-13

Sponsored

WST WEST PHARMACEUTICAL SVSC INC857 shares-0.35%2026-06-302026-07-13

FBTC FIDELITY WISE ORIGIN BITCOIN6.0K shares-24.16%2026-06-302026-07-13

DIS DISNEY WALT CO3.2K shares3.02%2026-06-302026-07-13

PGR PROGRESSIVE CORP1.4K sharesnew addition2026-06-302026-07-13

PLAINS GP HLDGS L P PLAINS GP HLDGS L P12.4K shares-3.58%2026-06-302026-07-13

BUD ANHEUSER BUSCH INBEV SA NV3.6K shares2.87%2026-06-302026-07-13

AME AMETEK INC1.2K shares3.71%2026-06-302026-07-13

GILD GILEAD SCIENCES INC2.4K shares13.05%2026-06-302026-07-13

Sponsored

NOC NORTHROP GRUMMAN CORP585 shares-5.34%2026-06-302026-07-13

IXUS ISHARES TR3.1K shares-8.21%2026-06-302026-07-13

DGRW WISDOMTREE TR3.1K shares-8.18%2026-06-302026-07-13

BNDX VANGUARD CHARLOTTE FDS5.9K shares-43.93%2026-06-302026-07-13

UL UNILEVER PLC4.7K shares-23.30%2026-06-302026-07-13

FTNT FORTINET INC1.8K sharesnew addition2026-06-302026-07-13

CHUBB LIMITED CHUBB LIMITED828 shares9.67%2026-06-302026-07-13

ECL ECOLAB INC1.0K shares-4.80%2026-06-302026-07-13

Sponsored

VRTX VERTEX PHARMACEUTICALS INC556 shares8.17%2026-06-302026-07-13

KVUE KENVUE INC14.4K shares1.94%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP537 shares7.62%2026-06-302026-07-13

CLOUDFLARE INC CLOUDFLARE INC1.1K shares-10.79%2026-06-302026-07-13

LUMENTUM HLDGS INC LUMENTUM HLDGS INC309 shares-1.90%2026-06-302026-07-13

ELV ELEVANCE HEALTH INC FORMERLY679 sharesnew addition2026-06-302026-07-13

AEP AMERICAN ELEC PWR CO INC1.9K shares14.25%2026-06-302026-07-13

ANF ABERCROMBIE & FITCH CO2.9K sharesnew addition2026-06-302026-07-13

Sponsored

GSLC GOLDMAN SACHS ETF TR1.8K sharesnew addition2026-06-302026-07-13

UNP UNION PAC CORP940 sharesnew addition2026-06-302026-07-13

DELL DELL TECHNOLOGIES INC582 sharesnew addition2026-06-302026-07-13

CDNS CADENCE DESIGN SYSTEM INC669 sharesnew addition2026-06-302026-07-13

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC755 sharesnew addition2026-06-302026-07-13

MMC MARSH & MCLENNAN COS INC1.5K shares2.84%2026-06-302026-07-13

ED CONSOLIDATED EDISON INC2.2K shares1.69%2026-06-302026-07-13

BAX BAXTER INTL INC11.4K sharesnew addition2026-06-302026-07-13

Sponsored

IYW ISHARES TR921 sharesnew addition2026-06-302026-07-13

VRT VERTIV HOLDINGS CO693 sharesnew addition2026-06-302026-07-13

BX BLACKSTONE INC2.0K shares5.31%2026-06-302026-07-13

HSY HERSHEY CO1.3K shares-76.57%2026-06-302026-07-13

CVS CVS HEALTH CORP2.2K sharesnew addition2026-06-302026-07-13

IBP INSTALLED BLDG PRODS INC956 shares-7.27%2026-06-302026-07-13

HCA HCA HEALTHCARE INC563 shares-9.34%2026-06-302026-07-13

ETN EATON CORP PLC514 sharesnew addition2026-06-302026-07-13

Sponsored

TMUS T-MOBILE US INC1.3K sharesnew addition2026-06-302026-07-13

DGRO ISHARES TR2.9K shares-12.19%2026-06-302026-07-13

ALLISON TRANSMISSION HLDGS I ALLISON TRANSMISSION HLDGS I1.9K sharesnew addition2026-06-302026-07-13

COLB COLUMBIA BKG SYS INC6.8K sharesnew addition2026-06-302026-07-13

CL COLGATE PALMOLIVE CO2.3K sharesnew addition2026-06-302026-07-13

ABNB AIRBNB INC1.5K sharesnew addition2026-06-302026-07-13

EIX EDISON INTL2.9K shares-18.58%2026-06-302026-07-13

VMI VALMONT INDS INC369 sharesnew addition2026-06-302026-07-13

Sponsored

LCTU BLACKROCK ETF TRUST2.6K shares-14.32%2026-06-302026-07-13

VNQ VANGUARD INDEX FDS2.2K shares-12.50%2026-06-302026-07-13

TEN TSAKOS ENERGY NAVIGATION LTD6.0K shares0.45%2026-06-302026-07-13

LANTHEUS HLDGS INC LANTHEUS HLDGS INC1.9K sharesnew addition2026-06-302026-07-13

HWM HOWMET AEROSPACE INC780 sharesnew addition2026-06-302026-07-13

CALM CAL MAINE FOODS INC2.6K sharesnew addition2026-06-302026-07-13

CWI SPDR INDEX SHS FDS5.1K sharesnew addition2026-06-302026-07-13

NTAP NETAPP INC1.3K shares-75.88%2026-06-302026-07-13

Sponsored

PAYC PAYCOM SOFTWARE INC1.6K sharesnew addition2026-06-302026-07-13

SLB SLB LIMITED4.4K shares5.06%2026-06-302026-07-13

BANCO SANTANDER SA BANCO SANTANDER SA14.7K shares9.99%2026-06-302026-07-13

UBER UBER TECHNOLOGIES INC2.8K shares-4.43%2026-06-302026-07-13

PH PARKER-HANNIFIN CORP205 sharesnew addition2026-06-302026-07-13

F FORD MTR CO10.1K sharesnew addition2026-06-302026-07-13

HLN HALEON PLC13.5K shares-16.35%2026-06-302026-07-13

GABELLI EQUITY TR INC GABELLI EQUITY TR INC15.2K shares-0.20%2026-06-302026-07-13

Sponsored

VRRM VERRA MOBILITY CORP10.1K sharesnew addition2026-06-302026-07-13

VOO

VANGUARD INDEX FDS

-0.72%

Shares84.5K

Event2026-06-30

Filed2026-07-13

COWZ

PACER FDS TR

5.56%

Shares378.2K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

1.90%

Shares75.8K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

-0.11%

Shares27.4K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-9.86%

Shares65.7K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-3.88%

Shares49.7K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

-10.38%

Shares172.9K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

5.78%

Shares70.4K

Event2026-06-30

Filed2026-07-13

BND

VANGUARD BD INDEX FDS

-6.50%

Shares208.2K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

-8.85%

Shares173.0K

Event2026-06-30

Filed2026-07-13

VYMI

VANGUARD WHITEHALL FDS

1.76%

Shares119.2K

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB STRATEGIC TR

16.61%

Shares363.4K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

-0.04%

Shares15.6K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

2.23%

Shares47.0K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

0.08%

Shares27.9K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

-2.50%

Shares23.7K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

-10.16%

Shares40.1K

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

-2.71%

Shares53.0K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

-0.18%

Shares31.6K

Event2026-06-30

Filed2026-07-13

VGT

VANGUARD WORLD FD

611.22%

Shares62.7K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

2.63%

Shares18.7K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

446.56%

Shares69.0K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

1.11%

Shares23.3K

Event2026-06-30

Filed2026-07-13

VTC

VANGUARD SCOTTSDALE FDS

-1.36%

Shares77.0K

Event2026-06-30

Filed2026-07-13

VOE

VANGUARD INDEX FDS

-5.84%

Shares27.9K

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTL INC

-1.00%

Shares30.3K

Event2026-06-30

Filed2026-07-13

IVOG

VANGUARD ADMIRAL FDS INC

-3.82%

Shares35.2K

Event2026-06-30

Filed2026-07-13

VCIT

VANGUARD SCOTTSDALE FDS

12.79%

Shares62.4K

Event2026-06-30

Filed2026-07-13

GOVT

ISHARES TR

5.75%

Shares222.7K

Event2026-06-30

Filed2026-07-13

SPMB

SPDR SERIES TRUST

10.06%

Shares225.3K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

0.67%

Shares42.6K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

-0.19%

Shares6.3K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

272.85%

Shares55.7K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

-5.11%

Shares75.1K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRS INC

-0.17%

Shares14.3K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

0.51%

Shares11.9K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

-13.01%

Shares29.6K

Event2026-06-30

Filed2026-07-13

USHY

ISHARES TR

13.74%

Shares109.2K

Event2026-06-30

Filed2026-07-13

SHYG

ISHARES TR

8.61%

Shares83.4K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.26%

Shares6.7K

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

-20.86%

Shares20.5K

Event2026-06-30

Filed2026-07-13

BLK

BLACKROCK INC

2.18%

Shares3.5K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

-1.84%

Shares37.8K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

0.23%

Shares19.8K

Event2026-06-30

Filed2026-07-13

SPEM

SPDR INDEX SHS FDS

-2.37%

Shares63.1K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

-1.98%

Shares5.7K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

1.91%

Shares37.8K

Event2026-06-30

Filed2026-07-13

DFAS

DIMENSIONAL ETF TRUST

-17.47%

Shares37.2K

Event2026-06-30

Filed2026-07-13

CMI

CUMMINS INC

0.53%

Shares4.2K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

8.27%

Shares7.7K

Event2026-06-30

Filed2026-07-13

SPTL

SPDR SERIES TRUST

28.10%

Shares109.5K

Event2026-06-30

Filed2026-07-13

SCCO

SOUTHERN COPPER CORP

0.14%

Shares16.1K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

1.11%

Shares6.6K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

-0.98%

Shares21.2K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

3.08%

Shares17.8K

Event2026-06-30

Filed2026-07-13

GRMN

GARMIN LTD

1.16%

Shares10.2K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

-7.17%

Shares6.8K

Event2026-06-30

Filed2026-07-13

ALTRIA GROUP INC

6.35%

Shares33.3K

Event2026-06-30

Filed2026-07-13

WMB

WILLIAMS COS INC

0.47%

Shares31.1K

Event2026-06-30

Filed2026-07-13

FAST

FASTENAL CO

-1.07%

Shares48.0K

Event2026-06-30

Filed2026-07-13

KMI

KINDER MORGAN INC DEL

-0.37%

Shares68.7K

Event2026-06-30

Filed2026-07-13

ENB

ENBRIDGE INC

-3.58%

Shares39.9K

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.68%

Shares4.5K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

-5.14%

Shares25.8K

Event2026-06-30

Filed2026-07-13

WEC

WEC ENERGY GROUP INC

-0.56%

Shares17.8K

Event2026-06-30

Filed2026-07-13

FDS

FACTSET RESH SYS INC

32.65%

Shares8.5K

Event2026-06-30

Filed2026-07-13

DFLV

DIMENSIONAL ETF TRUST

-14.16%

Shares49.0K

Event2026-06-30

Filed2026-07-13

PSA

PUBLIC STORAGE

3.46%

Shares5.9K

Event2026-06-30

Filed2026-07-13

QCOM

QUALCOMM INC

8.69%

Shares10.1K

Event2026-06-30

Filed2026-07-13

ETR

ENTERGY CORP NEW

-8.07%

Shares16.1K

Event2026-06-30

Filed2026-07-13

SPSB

SPDR SERIES TRUST

17.03%

Shares61.4K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

-3.07%

Shares3.2K

Event2026-06-30

Filed2026-07-13

SDY

SPDR SERIES TRUST

-0.45%

Shares12.1K

Event2026-06-30

Filed2026-07-13

VISA INC

-2.70%

Shares5.3K

Event2026-06-30

Filed2026-07-13

EMR

EMERSON ELEC CO

1.06%

Shares12.6K

Event2026-06-30

Filed2026-07-13

SBUX

STARBUCKS CORP

-3.49%

Shares17.1K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

6.24%

Shares1.4K

Event2026-06-30

Filed2026-07-13

DFIC

DIMENSIONAL ETF TRUST

-12.12%

Shares45.0K

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

-0.76%

Shares39.2K

Event2026-06-30

Filed2026-07-13

DTM

DT MIDSTREAM INC

2.97%

Shares10.9K

Event2026-06-30

Filed2026-07-13

TROW

PRICE T ROWE GROUP INC

0.49%

Shares14.0K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

17.54%

Shares1.4K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

-4.27%

Shares11.5K

Event2026-06-30

Filed2026-07-13

SPSM

SPDR SERIES TRUST

-15.93%

Shares26.4K

Event2026-06-30

Filed2026-07-13

LAMR

LAMAR ADVERTISING CO

-4.37%

Shares9.7K

Event2026-06-30

Filed2026-07-13

AMGN

AMGEN INC

-5.58%

Shares4.1K

Event2026-06-30

Filed2026-07-13

NYF

ISHARES TR

7.48%

Shares27.6K

Event2026-06-30

Filed2026-07-13

PNC

PNC FINL SVCS GROUP INC

3.19%

Shares6.0K

Event2026-06-30

Filed2026-07-13

DUK

DUKE ENERGY CORP NEW

-1.33%

Shares11.6K

Event2026-06-30

Filed2026-07-13

PAYX

PAYCHEX INC

18.43%

Shares14.7K

Event2026-06-30

Filed2026-07-13

JAAA

JANUS DETROIT STR TR

31.48%

Shares28.5K

Event2026-06-30

Filed2026-07-13

TFC

TRUIST FINL CORP

-4.16%

Shares28.4K

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND

23.65%

Shares11.3K

Event2026-06-30

Filed2026-07-13

BMY

BRISTOL-MYERS SQUIBB CO

-3.51%

Shares23.6K

Event2026-06-30

Filed2026-07-13

SNA

SNAP ON INC

0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-13

REGIONS FINANCIAL CORP NEW

0.60%

Shares43.3K

Event2026-06-30

Filed2026-07-13

CME

CME GROUP INC

-6.94%

Shares5.7K

Event2026-06-30

Filed2026-07-13

BKNG

BOOKING HOLDINGS INC

2276.87%

Shares7.0K

Event2026-06-30

Filed2026-07-13

AT&T INC

-4.24%

Shares59.4K

Event2026-06-30

Filed2026-07-13

ANGLOGOLD ASHANTI PLC

385.55%

Shares14.9K

Event2026-06-30

Filed2026-07-13

CUBE

CUBESMART

0.37%

Shares29.8K

Event2026-06-30

Filed2026-07-13

WSM

WILLIAMS SONOMA INC

-3.54%

Shares5.0K

Event2026-06-30

Filed2026-07-13

KEY

KEYCORP

0.98%

Shares50.3K

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES

8.69%

Shares12.7K

Event2026-06-30

Filed2026-07-13

CMCSA

COMCAST CORP NEW

-13.29%

Shares46.3K

Event2026-06-30

Filed2026-07-13

PSX

PHILLIPS 66

-0.05%

Shares6.7K

Event2026-06-30

Filed2026-07-13

MEDTRONIC PLC

-21.87%

Shares14.2K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

3.89%

Shares2.5K

Event2026-06-30

Filed2026-07-13

BBWI

BATH & BODY WORKS INC

-13.22%

Shares45.9K

Event2026-06-30

Filed2026-07-13

ADP

AUTOMATIC DATA PROCESSING IN

24.59%

Shares4.6K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

-1.54%

Shares6.8K

Event2026-06-30

Filed2026-07-13

KTB

KONTOOR BRANDS INC

7.74%

Shares12.0K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

3.09%

Shares933

Event2026-06-30

Filed2026-07-13

MOELIS & CO

1.10%

Shares15.2K

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

-5.06%

Shares1.9K

Event2026-06-30

Filed2026-07-13

STAG

STAG INDUSTRIAL INC

0.03%

Shares25.2K

Event2026-06-30

Filed2026-07-13

ADI

ANALOG DEVICES INC

3.88%

Shares2.4K

Event2026-06-30

Filed2026-07-13

OMC

OMNICOM GROUP INC

-4.88%

Shares13.0K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

-0.16%

Shares16.6K

Event2026-06-30

Filed2026-07-13

GPC

GENUINE PARTS CO

-8.19%

Shares7.9K

Event2026-06-30

Filed2026-07-13

UPS

UNITED PARCEL SVCS INC

0.62%

Shares8.6K

Event2026-06-30

Filed2026-07-13

VXUS

VANGUARD STAR FDS

-12.54%

Shares10.7K

Event2026-06-30

Filed2026-07-13

SCHW

SCHWAB CHARLES CORP

-9.39%

Shares9.9K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

-0.40%

Shares7.9K

Event2026-06-30

Filed2026-07-13

BANK OF NY MELLON CORP

-2.07%

Shares6.2K

Event2026-06-30

Filed2026-07-13

VSNT

VERSANT MEDIA GROUP INC

57.57%

Shares23.8K

Event2026-06-30

Filed2026-07-13

AGX

ARGAN INC

-17.52%

Shares1.1K

Event2026-06-30

Filed2026-07-13

ISHARES TR

15.52%

Shares8.7K

Event2026-06-30

Filed2026-07-13

APD

AIR PRODUCTS AND CHEMICALS I

-4.27%

Shares2.8K

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO

2.64%

Shares2.4K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

0.77%

Shares2.9K

Event2026-06-30

Filed2026-07-13

AUGO

AURA MINERALS INC

New

Shares12.6K

Event2026-06-30

Filed2026-07-13

SBAC

SBA COMMUNICATIONS CORP

8.58%

Shares4.5K

Event2026-06-30

Filed2026-07-13

WSO

WATSCO INC

-0.21%

Shares1.9K

Event2026-06-30

Filed2026-07-13

ERIE

ERIE INDTY CO

24.81%

Shares3.2K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

9.42%

Shares5.5K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

8.69%

Shares3.0K

Event2026-06-30

Filed2026-07-13

EBAY

EBAY INC.

-2.06%

Shares6.7K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

-4.98%

Shares802

Event2026-06-30

Filed2026-07-13

NVS

NOVARTIS AG

-4.97%

Shares4.8K

Event2026-06-30

Filed2026-07-13

ROK

ROCKWELL AUTOMATION INC

0.94%

Shares1.5K

Event2026-06-30

Filed2026-07-13

SPMD

SPDR SERIES TRUST

-17.95%

Shares10.7K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

27.31%

Shares1.7K

Event2026-06-30

Filed2026-07-13

XEL

XCEL ENERGY INC

-1.12%

Shares8.8K

Event2026-06-30

Filed2026-07-13

SPDR SERIES TRUST

-14.55%

Shares7.7K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

-0.72%

Shares1.8K

Event2026-06-30

Filed2026-07-13

KLAC

KLA CORP

878.67%

Shares2.2K

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

0.33%

Shares9.1K

Event2026-06-30

Filed2026-07-13

ISHARES TR

67.90%

Shares863

Event2026-06-30

Filed2026-07-13

CROWDSTRIKE HLDGS INC

-3.76%

Shares845

Event2026-06-30

Filed2026-07-13

GSK PLC

-8.35%

Shares12.1K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

1.70%

Shares537

Event2026-06-30

Filed2026-07-13

APH

AMPHENOL CORP

0.14%

Shares3.5K

Event2026-06-30

Filed2026-07-13

REXR

REXFORD INDL RLTY INC

-0.25%

Shares18.0K

Event2026-06-30

Filed2026-07-13

LYG

LLOYDS BANKING GROUP PLC

-4.09%

Shares101.2K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

3.88%

Shares3.1K

Event2026-06-30

Filed2026-07-13

NEM

NEWMONT CORP

0.75%

Shares6.3K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

-16.38%

Shares24.3K

Event2026-06-30

Filed2026-07-13

XP INC

-2.08%

Shares35.4K

Event2026-06-30

Filed2026-07-13

DFEM

DIMENSIONAL ETF TRUST

-19.44%

Shares14.0K

Event2026-06-30

Filed2026-07-13

VLO

VALERO ENERGY CORP

4.75%

Shares2.2K

Event2026-06-30

Filed2026-07-13

PHM

PULTE GROUP INC

-3.57%

Shares4.1K

Event2026-06-30

Filed2026-07-13

MCK

MCKESSON CORP

0.27%

Shares739

Event2026-06-30

Filed2026-07-13

SWKS

SKYWORKS SOLUTIONS INC

3.44%

Shares8.1K

Event2026-06-30

Filed2026-07-13

DFUS

DIMENSIONAL ETF TRUST

-22.79%

Shares6.6K

Event2026-06-30

Filed2026-07-13

GENERAL DYNAMICS CORP

-1.81%

Shares1.5K

Event2026-06-30

Filed2026-07-13

SYY

SYSCO CORP

-8.56%

Shares6.4K

Event2026-06-30

Filed2026-07-13

COP

CONOCOPHILLIPS

2.68%

Shares5.1K

Event2026-06-30

Filed2026-07-13

VICI

VICI PPTYS INC

-0.92%

Shares20.1K

Event2026-06-30

Filed2026-07-13

IWS

ISHARES TR

-6.13%

Shares3.1K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

-7.57%

Shares4.4K

Event2026-06-30

Filed2026-07-13

COR

CENCORA INC

-5.47%

Shares1.8K

Event2026-06-30

Filed2026-07-13

OUT

OUTFRONT MEDIA INC

New

Shares15.2K

Event2026-06-30

Filed2026-07-13

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-13

EVERSOURCE ENERGY

-5.15%

Shares6.8K

Event2026-06-30

Filed2026-07-13

BDX

BECTON DICKINSON & CO

-11.32%

Shares3.2K

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

18.76%

Shares1.9K

Event2026-06-30

Filed2026-07-13

HONEYWELL INTL INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-13

HONEYWELL AEROSPACE INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-13

GENERAL MTRS CO

0.71%

Shares6.1K

Event2026-06-30

Filed2026-07-13

THE CIGNA GROUP

48.59%

Shares1.7K

Event2026-06-30

Filed2026-07-13

KEYS

KEYSIGHT TECHNOLOGIES INC

2.86%

Shares1.3K

Event2026-06-30

Filed2026-07-13

IESC

IES HOLDINGS INC

14.05%

Shares617

Event2026-06-30

Filed2026-07-13

BITB

BITWISE BITCOIN ETF TR

9.75%

Shares14.2K

Event2026-06-30

Filed2026-07-13

INSW

INTERNATIONAL SEAWAYS INC

New

Shares5.9K

Event2026-06-30

Filed2026-07-13

BSV

VANGUARD BD INDEX FDS

-20.64%

Shares5.5K

Event2026-06-30

Filed2026-07-13

VBR

VANGUARD INDEX FDS

-15.79%

Shares1.8K

Event2026-06-30

Filed2026-07-13

SPYV

SPDR SERIES TRUST

-18.62%

Shares7.0K

Event2026-06-30

Filed2026-07-13

DVN

DEVON ENERGY CORP NEW

New

Shares10.3K

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-13

MPC

MARATHON PETE CORP

-0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-13

HII

HUNTINGTON INGALLS INDS INC

-8.84%

Shares1.4K

Event2026-06-30

Filed2026-07-13

TTE

TOTALENERGIES SE

-2.43%

Shares5.1K

Event2026-06-30

Filed2026-07-13

XLK

SELECT SECTOR SPDR TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-13

SLDE

SLIDE INS HLDGS INC

New

Shares20.3K

Event2026-06-30

Filed2026-07-13

RSP

INVESCO EXCHANGE TRADED FD T

-8.58%

Shares1.8K

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW

7.76%

Shares2.5K

Event2026-06-30

Filed2026-07-13

ANET

ARISTA NETWORKS INC

0.94%

Shares2.3K

Event2026-06-30

Filed2026-07-13

SPYG

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-13

OWL

BLUE OWL CAPITAL INC

5.21%

Shares43.7K

Event2026-06-30

Filed2026-07-13

ASML

ASML HLDG NV

4.35%

Shares192

Event2026-06-30

Filed2026-07-13

IWR

ISHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-13

SCHF

SCHWAB STRATEGIC TR

36.74%

Shares13.5K

Event2026-06-30

Filed2026-07-13

QUANTA SVCS INC

0.58%

Shares518

Event2026-06-30

Filed2026-07-13

VXF

VANGUARD INDEX FDS

-32.72%

Shares1.5K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

300.14%

Shares2.9K

Event2026-06-30

Filed2026-07-13

TFPM

TRIPLE FLAG PRECIOUS METAL

0.28%

Shares12.0K

Event2026-06-30

Filed2026-07-13

CITIGROUP INC

20.13%

Shares2.5K

Event2026-06-30

Filed2026-07-13

MORGAN STANLEY

20.94%

Shares1.7K

Event2026-06-30

Filed2026-07-13

KLIC

KULICKE & SOFFA INDS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-13

UTHR

UNITED THERAPEUTICS CORP DEL

3.72%

Shares641

Event2026-06-30

Filed2026-07-13

CFG

CITIZENS FINL GROUP INC

0.68%

Shares4.9K

Event2026-06-30

Filed2026-07-13

GOLDMAN SACHS GROUP INC

11.67%

Shares335

Event2026-06-30

Filed2026-07-13

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.1K

Event2026-06-30

Filed2026-07-13

IEMG

ISHARES INC

36.71%

Shares4.0K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

27.65%

Shares2.2K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-13

HAL

HALLIBURTON CO

2.93%

Shares9.5K

Event2026-06-30

Filed2026-07-13

TOL

TOLL BROTHERS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-13

EOG

EOG RES INC

9.67%

Shares2.4K

Event2026-06-30

Filed2026-07-13

VCEB

VANGUARD WORLD FD

1.51%

Shares5.0K

Event2026-06-30

Filed2026-07-13

ESGU

ISHARES TR

-16.70%

Shares1.9K

Event2026-06-30

Filed2026-07-13

APPLOVIN CORP

10.83%

Shares604

Event2026-06-30

Filed2026-07-13

WELL

WELLTOWER INC

0.22%

Shares1.4K

Event2026-06-30

Filed2026-07-13

WST

WEST PHARMACEUTICAL SVSC INC

-0.35%

Shares857

Event2026-06-30

Filed2026-07-13

FBTC

FIDELITY WISE ORIGIN BITCOIN

-24.16%

Shares6.0K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

3.02%

Shares3.2K

Event2026-06-30

Filed2026-07-13

PGR

PROGRESSIVE CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-13

PLAINS GP HLDGS L P

-3.58%

Shares12.4K

Event2026-06-30

Filed2026-07-13

BUD

ANHEUSER BUSCH INBEV SA NV

2.87%

Shares3.6K

Event2026-06-30

Filed2026-07-13

AME

AMETEK INC

3.71%

Shares1.2K

Event2026-06-30

Filed2026-07-13

GILD

GILEAD SCIENCES INC

13.05%

Shares2.4K

Event2026-06-30

Filed2026-07-13

NOC

NORTHROP GRUMMAN CORP

-5.34%

Shares585

Event2026-06-30

Filed2026-07-13

IXUS

ISHARES TR

-8.21%

Shares3.1K

Event2026-06-30

Filed2026-07-13

DGRW

WISDOMTREE TR

-8.18%

Shares3.1K

Event2026-06-30

Filed2026-07-13

BNDX

VANGUARD CHARLOTTE FDS

-43.93%

Shares5.9K

Event2026-06-30

Filed2026-07-13

UNILEVER PLC

-23.30%

Shares4.7K

Event2026-06-30

Filed2026-07-13

FTNT

FORTINET INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-13

CHUBB LIMITED

9.67%

Shares828

Event2026-06-30

Filed2026-07-13

ECL

ECOLAB INC

-4.80%

Shares1.0K

Event2026-06-30

Filed2026-07-13

VRTX

VERTEX PHARMACEUTICALS INC

8.17%

Shares556

Event2026-06-30

Filed2026-07-13

KVUE

KENVUE INC

1.94%

Shares14.4K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

7.62%

Shares537

Event2026-06-30

Filed2026-07-13

CLOUDFLARE INC

-10.79%

Shares1.1K

Event2026-06-30

Filed2026-07-13

LUMENTUM HLDGS INC

-1.90%

Shares309

Event2026-06-30

Filed2026-07-13

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares679

Event2026-06-30

Filed2026-07-13

AEP

AMERICAN ELEC PWR CO INC

14.25%

Shares1.9K

Event2026-06-30

Filed2026-07-13

ANF

ABERCROMBIE & FITCH CO

New

Shares2.9K

Event2026-06-30

Filed2026-07-13

GSLC

GOLDMAN SACHS ETF TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

New

Shares940

Event2026-06-30

Filed2026-07-13

DELL

DELL TECHNOLOGIES INC

New

Shares582

Event2026-06-30

Filed2026-07-13

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares669

Event2026-06-30

Filed2026-07-13

TRAVELERS COMPANIES INC

New

Shares755

Event2026-06-30

Filed2026-07-13

MMC

MARSH & MCLENNAN COS INC

2.84%

Shares1.5K

Event2026-06-30

Filed2026-07-13

CONSOLIDATED EDISON INC

1.69%

Shares2.2K

Event2026-06-30

Filed2026-07-13

BAX

BAXTER INTL INC

New

Shares11.4K

Event2026-06-30

Filed2026-07-13

IYW

ISHARES TR

New

Shares921

Event2026-06-30

Filed2026-07-13

VRT

VERTIV HOLDINGS CO

New

Shares693

Event2026-06-30

Filed2026-07-13

BLACKSTONE INC

5.31%

Shares2.0K

Event2026-06-30

Filed2026-07-13

HSY

HERSHEY CO

-76.57%

Shares1.3K

Event2026-06-30

Filed2026-07-13

CVS

CVS HEALTH CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-13

IBP

INSTALLED BLDG PRODS INC

-7.27%

Shares956

Event2026-06-30

Filed2026-07-13

HCA

HCA HEALTHCARE INC

-9.34%

Shares563

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

New

Shares514

Event2026-06-30

Filed2026-07-13

TMUS

T-MOBILE US INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-13

DGRO

ISHARES TR

-12.19%

Shares2.9K

Event2026-06-30

Filed2026-07-13

ALLISON TRANSMISSION HLDGS I

New

Shares1.9K

Event2026-06-30

Filed2026-07-13

COLB

COLUMBIA BKG SYS INC

New

Shares6.8K

Event2026-06-30

Filed2026-07-13

COLGATE PALMOLIVE CO

New

Shares2.3K

Event2026-06-30

Filed2026-07-13

ABNB

AIRBNB INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-13

EIX

EDISON INTL

-18.58%

Shares2.9K

Event2026-06-30

Filed2026-07-13

VMI

VALMONT INDS INC

New

Shares369

Event2026-06-30

Filed2026-07-13

LCTU

BLACKROCK ETF TRUST

-14.32%

Shares2.6K

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

-12.50%

Shares2.2K

Event2026-06-30

Filed2026-07-13

TEN

TSAKOS ENERGY NAVIGATION LTD

0.45%

Shares6.0K

Event2026-06-30

Filed2026-07-13

LANTHEUS HLDGS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-13

HWM

HOWMET AEROSPACE INC

New

Shares780

Event2026-06-30

Filed2026-07-13

CALM

CAL MAINE FOODS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-13

CWI

SPDR INDEX SHS FDS

New

Shares5.1K

Event2026-06-30

Filed2026-07-13

NTAP

NETAPP INC

-75.88%

Shares1.3K

Event2026-06-30

Filed2026-07-13

PAYC

PAYCOM SOFTWARE INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-13

SLB

SLB LIMITED

5.06%

Shares4.4K

Event2026-06-30

Filed2026-07-13

BANCO SANTANDER SA

9.99%

Shares14.7K

Event2026-06-30

Filed2026-07-13

UBER

UBER TECHNOLOGIES INC

-4.43%

Shares2.8K

Event2026-06-30

Filed2026-07-13

PARKER-HANNIFIN CORP

New

Shares205

Event2026-06-30

Filed2026-07-13

FORD MTR CO

New

Shares10.1K

Event2026-06-30

Filed2026-07-13

HLN

HALEON PLC

-16.35%

Shares13.5K

Event2026-06-30

Filed2026-07-13

GABELLI EQUITY TR INC

-0.20%

Shares15.2K

Event2026-06-30

Filed2026-07-13

VRRM

VERRA MOBILITY CORP

New

Shares10.1K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available