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The Analysis of Dynamic Advisor Solutions LLC's Holdings & P&L

Currently, Dynamic Advisor Solutions LLC holds 1030 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in BKGI (+166.6K shares, valued at $7.5M), KLAC (+22.6K shares, valued at $6.8M), VO (+71.7K shares, valued at $5.8M); decreased their positions in N/A (-34.0K shares, valued at $25.5M), N/A (-24.0K shares, valued at $8.9M), PANW (-12.7K shares, valued at $4.3M); initiated new positions in BKGI (+166.6K shares, valued at $7.5M), N/A (+19.8K shares, valued at $3.4M), RIO (+35.4K shares, valued at $3.4M).

1M P&L

+76.8M+2.62%

3M P&L

+2.1M+0.07%

HY P&L

+74.6M+2.54%

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

Top Holding Treemap

Top Industries by Value

1N/A2.0B

65.8%

2Consumer Electronics112.9M

3.7%

3Semiconductors104.5M

3.4%

Top Industries by Stock Count

1N/A595 stocks

63.5%

2Semiconductors13 stocks

1.4%

3Software - Application12 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC390.3K shares0.13%2026-06-302026-07-07

SPDR SERIES TRUST SPDR SERIES TRUST854.5K shares0.24%2026-06-302026-07-07

NVDA NVIDIA CORPORATION306.7K shares-3.75%2026-06-302026-07-07

GSLC GOLDMAN SACHS ETF TR359.9K shares10.81%2026-06-302026-07-07

FBND FIDELITY MERRIMACK STR TR1.1M shares13.06%2026-06-302026-07-07

MSFT MICROSOFT CORP124.5K shares-5.23%2026-06-302026-07-07

DFUS DIMENSIONAL ETF TRUST566.5K shares-1.52%2026-06-302026-07-07

SCHM SCHWAB STRATEGIC TR1.2M shares5.23%2026-06-302026-07-07

Sponsored

QQQ INVESCO QQQ TR59.5K shares-3.52%2026-06-302026-07-07

AMZN AMAZON COM INC169.5K shares-4.78%2026-06-302026-07-07

FNDF SCHWAB STRATEGIC TR759.5K shares4.74%2026-06-302026-07-07

SCHX SCHWAB STRATEGIC TR1.4M shares5.69%2026-06-302026-07-07

VOO VANGUARD INDEX FDS57.6K shares10.42%2026-06-302026-07-07

GOOGL ALPHABET INC110.1K shares-7.75%2026-06-302026-07-07

ISHARES TR ISHARES TR387.0K shares8.80%2026-06-302026-07-07

BROADCOM INC BROADCOM INC90.2K shares-3.98%2026-06-302026-07-07

Sponsored

JPST J P MORGAN EXCHANGE TRADED F654.9K shares8.57%2026-06-302026-07-07

GTO INVESCO ACTIVELY MANAGED EXC700.7K shares13.65%2026-06-302026-07-07

TSLA TESLA INC77.9K shares-8.89%2026-06-302026-07-07

SCHA SCHWAB STRATEGIC TR899.3K shares2.48%2026-06-302026-07-07

DFAC DIMENSIONAL ETF TRUST728.2K shares-2.80%2026-06-302026-07-07

SPIB SPDR SERIES TRUST937.5K shares8.51%2026-06-302026-07-07

DFCF DIMENSIONAL ETF TRUST735.7K shares-0.44%2026-06-302026-07-07

BND VANGUARD BD INDEX FDS419.1K shares0.39%2026-06-302026-07-07

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO81.7K shares0.77%2026-06-302026-07-07

FVAL FIDELITY COVINGTON TRUST331.7K shares12.34%2026-06-302026-07-07

JHMM JOHN HANCOCK EXCHANGE TRADED344.3K shares7.93%2026-06-302026-07-07

CAT CATERPILLAR INC24.0K shares1.86%2026-06-302026-07-07

EMGF ISHARES INC344.2K shares6.83%2026-06-302026-07-07

JQUA J P MORGAN EXCHANGE TRADED F348.3K shares7.53%2026-06-302026-07-07

GOOG ALPHABET INC67.5K shares7.09%2026-06-302026-07-07

META PLATFORMS INC META PLATFORMS INC41.1K shares0.58%2026-06-302026-07-07

Sponsored

SHY ISHARES TR261.2K shares6.98%2026-06-302026-07-07

DFAI DIMENSIONAL ETF TRUST513.4K shares0.03%2026-06-302026-07-07

SPMO INVESCO EXCH TRADED FD TR II128.1K shares12.18%2026-06-302026-07-07

UCON FIRST TR EXCHNG TRADED FD VI816.4K shares5.97%2026-06-302026-07-07

VCSH VANGUARD SCOTTSDALE FDS248.4K shares9.70%2026-06-302026-07-07

GLD SPDR GOLD TR52.6K shares0.42%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T25.5K shares-2.53%2026-06-302026-07-07

VEA VANGUARD TAX-MANAGED FDS264.8K shares-0.26%2026-06-302026-07-07

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION20.1K shares1.95%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL35.1K shares-5.17%2026-06-302026-07-07

CVX CHEVRON CORPORATION102.9K shares-0.39%2026-06-302026-07-07

DFAE DIMENSIONAL ETF TRUST419.4K shares-3.13%2026-06-302026-07-07

DGRO ISHARES TR220.1K shares3.20%2026-06-302026-07-07

FLHY FRANKLIN TEMPLETON ETF TR681.3K shares8.53%2026-06-302026-07-07

DFAS DIMENSIONAL ETF TRUST200.6K shares-2.46%2026-06-302026-07-07

HD HOME DEPOT INC46.7K shares2.46%2026-06-302026-07-07

Sponsored

DFUV DIMENSIONAL ETF TRUST287.0K shares-1.94%2026-06-302026-07-07

WMT WALMART INC139.2K shares-0.25%2026-06-302026-07-07

VWO VANGUARD INTL EQUITY INDEX F262.0K shares3.33%2026-06-302026-07-07

LLY ELI LILLY & CO12.7K shares1.32%2026-06-302026-07-07

ASTS AST SPACEMOBILE INC171.0K shares12.60%2026-06-302026-07-07

ABBVIE INC ABBVIE INC58.8K shares-2.31%2026-06-302026-07-07

VNLA JANUS DETROIT STR TR295.6K shares5.74%2026-06-302026-07-07

VXUS VANGUARD STAR FDS168.9K shares6.75%2026-06-302026-07-07

Sponsored

IJH ISHARES TR187.0K shares-0.34%2026-06-302026-07-07

IWM ISHARES TR46.5K shares-3.24%2026-06-302026-07-07

SOXX ISHARES TR21.6K shares-1.73%2026-06-302026-07-07

QEFA SPDR INDEX SHS FDS143.1K shares11.37%2026-06-302026-07-07

IHDG WISDOMTREE TR259.3K shares8.06%2026-06-302026-07-07

SHW SHERWIN WILLIAMS CO37.3K shares-0.11%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS34.0K shares-41.37%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP91.2K shares-3.68%2026-06-302026-07-07

Sponsored

VISA INC VISA INC34.5K shares2.74%2026-06-302026-07-07

JEPI J P MORGAN EXCHANGE TRADED F208.5K shares-10.89%2026-06-302026-07-07

ISHARES TR ISHARES TR15.6K shares-68.61%2026-06-302026-07-07

SCHF SCHWAB STRATEGIC TR417.4K shares1.99%2026-06-302026-07-07

IUSV ISHARES TR101.2K shares3.57%2026-06-302026-07-07

GQRE FLEXSHARES TR169.6K shares7.88%2026-06-302026-07-07

DFGP DIMENSIONAL ETF TRUST197.1K shares-1.22%2026-06-302026-07-07

XLK SELECT SECTOR SPDR TR54.6K shares9.48%2026-06-302026-07-07

Sponsored

EMR EMERSON ELEC CO72.0K shares-16.86%2026-06-302026-07-07

IYW ISHARES TR40.0K shares-8.09%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON39.5K shares0.11%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC17.1K shares-24.32%2026-06-302026-07-07

ACWV ISHARES INC82.2K shares1.53%2026-06-302026-07-07

MINT PIMCO ETF TR97.9K shares8.41%2026-06-302026-07-07

DUHP DIMENSIONAL ETF TRUST235.6K shares-2.58%2026-06-302026-07-07

GEV GE VERNOVA INC8.4K shares-1.38%2026-06-302026-07-07

Sponsored

VB VANGUARD INDEX FDS31.4K shares-1.12%2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC80.4K shares-17.93%2026-06-302026-07-07

TSM TAIWAN SEMICONDUCTOR MANUFAC19.7K shares-2.07%2026-06-302026-07-07

VCIT VANGUARD SCOTTSDALE FDS111.1K shares4.60%2026-06-302026-07-07

FTCB FIRST TR EXCHANGE-TRADED FD436.0K shares-15.12%2026-06-302026-07-07

PRFZ INVESCO EXCHANGE TRADED FD T161.4K shares9.39%2026-06-302026-07-07

SCHD SCHWAB STRATEGIC TR283.3K shares4.54%2026-06-302026-07-07

SOUTHERN CO SOUTHERN CO89.3K shares-6.85%2026-06-302026-07-07

Sponsored

DON WISDOMTREE TR150.4K shares-6.61%2026-06-302026-07-07

MMIT NEW YORK LIFE INVTS ACTIVE E346.0K shares-2.10%2026-06-302026-07-07

GE GE AEROSPACE22.5K shares2.61%2026-06-302026-07-07

NOC NORTHROP GRUMMAN CORP16.4K shares42.62%2026-06-302026-07-07

MS MORGAN STANLEY39.8K shares9.38%2026-06-302026-07-07

DFSD DIMENSIONAL ETF TRUST174.2K shares0.42%2026-06-302026-07-07

MRK MERCK & CO INC64.3K shares56.75%2026-06-302026-07-07

PEP PEPSICO INC60.6K shares1.47%2026-06-302026-07-07

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC69.9K shares-21.10%2026-06-302026-07-07

DFAR DIMENSIONAL ETF TRUST308.3K shares-1.99%2026-06-302026-07-07

IBM INTERNATIONAL BUSINESS MACHS28.5K shares4.44%2026-06-302026-07-07

IGSB ISHARES TR152.1K shares-0.61%2026-06-302026-07-07

RSP INVESCO EXCHANGE TRADED FD T37.3K shares-8.82%2026-06-302026-07-07

DIHP DIMENSIONAL ETF TRUST231.9K shares-2.17%2026-06-302026-07-07

NETFLIX INC. NETFLIX INC.110.3K shares58.00%2026-06-302026-07-07

GILD GILEAD SCIENCES INC62.0K shares11.85%2026-06-302026-07-07

Sponsored

SCHG SCHWAB STRATEGIC TR230.9K shares32.70%2026-06-302026-07-07

KLAC KLA CORP25.7K shares726.05%2026-06-302026-07-07

VO VANGUARD INDEX FDS94.9K shares309.52%2026-06-302026-07-07

PWB INVESCO EXCHANGE TRADED FD T45.2K shares-3.19%2026-06-302026-07-07

LAMR LAMAR ADVERTISING CO48.3K shares-0.29%2026-06-302026-07-07

DGCB DIMENSIONAL ETF TRUST137.5K shares-0.22%2026-06-302026-07-07

GS GOLDMAN SACHS GROUP INC7.4K shares49.04%2026-06-302026-07-07

BKGI BNY MELLON ETF TRUST166.6K sharesnew addition2026-06-302026-07-07

Sponsored

LDUR PIMCO ETF TR77.9K shares10.97%2026-06-302026-07-07

SPSB SPDR SERIES TRUST247.3K shares0.83%2026-06-302026-07-07

ICSH ISHARES TR146.6K shares29.08%2026-06-302026-07-07

INTC INTEL CORP52.7K shares1.98%2026-06-302026-07-07

AMGN AMGEN INC20.2K shares2.53%2026-06-302026-07-07

DUK DUKE ENERGY CORP NEW56.6K shares3.98%2026-06-302026-07-07

IQLT ISHARES TR141.8K shares3.63%2026-06-302026-07-07

DE DEERE & CO11.0K shares-4.06%2026-06-302026-07-07

Sponsored

VPLS VANGUARD MALVERN FDS88.8K shares3.13%2026-06-302026-07-07

ING ING GROEP N.V.210.4K shares0.82%2026-06-302026-07-07

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F106.2K shares-1.90%2026-06-302026-07-07

PANW PALO ALTO NETWORKS INC19.0K shares-40.11%2026-06-302026-07-07

DLR DIGITAL RLTY TR INC36.0K shares-0.52%2026-06-302026-07-07

NETL ETF SER SOLUTIONS239.8K shares4.91%2026-06-302026-07-07

FREL FIDELITY COVINGTON TRUST218.5K shares4.63%2026-06-302026-07-07

VYM VANGUARD WHITEHALL FDS40.0K shares-0.84%2026-06-302026-07-07

Sponsored

WCMI FIRST TR EXCHANGE-TRADED FD322.9K shares1.23%2026-06-302026-07-07

KO COCA COLA CO77.7K shares3.74%2026-06-302026-07-07

TAXF AMERICAN CENTY ETF TR123.3K shares-1.08%2026-06-302026-07-07

BLK BLACKROCK INC6.5K shares-0.09%2026-06-302026-07-07

IWF ISHARES TR50.2K shares311.72%2026-06-302026-07-07

ONEV SPDR SERIES TRUST43.2K shares-0.99%2026-06-302026-07-07

AXP AMERICAN EXPRESS CO18.2K shares6.72%2026-06-302026-07-07

MU MICRON TECHNOLOGY INC5.3K shares-18.44%2026-06-302026-07-07

Sponsored

BSV VANGUARD BD INDEX FDS77.4K shares-14.50%2026-06-302026-07-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR132.7K shares-2.88%2026-06-302026-07-07

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION53.7K shares12.23%2026-06-302026-07-07

RTX CORPORATION RTX CORPORATION31.4K shares7.02%2026-06-302026-07-07

FNDC SCHWAB STRATEGIC TR122.5K shares7.63%2026-06-302026-07-07

DGRW WISDOMTREE TR61.1K shares8.72%2026-06-302026-07-07

VIG VANGUARD SPECIALIZED FUNDS24.7K shares-7.77%2026-06-302026-07-07

ANET ARISTA NETWORKS INC34.1K shares0.61%2026-06-302026-07-07

Sponsored

BAC BANK OF AMER CORP101.2K shares-0.57%2026-06-302026-07-07

XTRE BONDBLOXX ETF TRUST117.0K shares25.42%2026-06-302026-07-07

SDVY FIRST TR EXCHANGE TRADED FD132.3K shares11.81%2026-06-302026-07-07

SCHO SCHWAB STRATEGIC TR235.4K shares6.73%2026-06-302026-07-07

QQQM INVESCO EXCH TRADED FD TR II18.7K shares2.34%2026-06-302026-07-07

APPLIED MATLS INC APPLIED MATLS INC7.8K shares-6.36%2026-06-302026-07-07

HYLB DBX ETF TR151.5K shares1.25%2026-06-302026-07-07

LRCX LAM RESEARCH CORP12.7K shares-6.41%2026-06-302026-07-07

Sponsored

LMT LOCKHEED MARTIN CORP10.7K shares17.47%2026-06-302026-07-07

EFA ISHARES TR51.6K shares37.63%2026-06-302026-07-07

DYNF BLACKROCK ETF TRUST78.4K shares5.25%2026-06-302026-07-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED10.2K shares-40.66%2026-06-302026-07-07

VPL VANGUARD INTL EQUITY INDEX F45.1K shares-0.88%2026-06-302026-07-07

VGSH VANGUARD SCOTTSDALE FDS89.5K shares1.63%2026-06-302026-07-07

IEI ISHARES TR44.3K shares-0.31%2026-06-302026-07-07

BUFR FIRST TR EXCHNG TRADED FD VI139.8K shares-2.94%2026-06-302026-07-07

Sponsored

DFIS DIMENSIONAL ETF TRUST144.8K shares-2.06%2026-06-302026-07-07

UPS UNITED PARCEL SVCS INC47.0K shares10.69%2026-06-302026-07-07

VUG VANGUARD INDEX FDS58.0K shares416.30%2026-06-302026-07-07

ALPS ETF TR ALPS ETF TR73.0K shares0.07%2026-06-302026-07-07

XSVN BONDBLOXX ETF TRUST104.0K shares37.71%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC11.8K shares-13.19%2026-06-302026-07-07

AVEM AMERICAN CENTY ETF TR50.6K shares6.25%2026-06-302026-07-07

GOVT ISHARES TR214.1K shares-0.61%2026-06-302026-07-07

Sponsored

DHI D R HORTON INC29.8K shares3.28%2026-06-302026-07-07

ORLY OREILLY AUTOMOTIVE INC52.3K shares2.65%2026-06-302026-07-07

CGUS CAPITAL GROUP CORE EQUITY ET108.3K shares-2.70%2026-06-302026-07-07

DBEF DBX ETF TR87.2K shares-0.58%2026-06-302026-07-07

PTY PIMCO CORPORATE & INCOME OPP382.4K shares9.31%2026-06-302026-07-07

DUSB DIMENSIONAL ETF TRUST90.2K shares-1.18%2026-06-302026-07-07

SPHQ INVESCO EXCHANGE TRADED FD T50.6K shares22.91%2026-06-302026-07-07

MO ALTRIA GROUP INC62.9K shares-0.22%2026-06-302026-07-07

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP55.3K shares1.87%2026-06-302026-07-07

UNP UNION PAC CORP16.4K shares1.23%2026-06-302026-07-07

XME SPDR SERIES TRUST41.5K shares2.22%2026-06-302026-07-07

BHK BLACKROCK CORE BD TR479.5K shares10.60%2026-06-302026-07-07

ETN EATON CORP PLC10.1K shares-7.28%2026-06-302026-07-07

PNC PNC FINL SVCS GROUP INC17.5K shares2.48%2026-06-302026-07-07

QUANTA SVCS INC QUANTA SVCS INC5.9K shares-23.38%2026-06-302026-07-07

BK BANK OF NY MELLON CORP29.0K shares-7.22%2026-06-302026-07-07

Sponsored

AHR AMERICAN HEALTHCARE REIT INC80.3K shares-1.16%2026-06-302026-07-07

ITOT ISHARES TR25.5K shares29.67%2026-06-302026-07-07

CGDV CAPITAL GROUP DIVIDEND VALUE84.1K shares-3.01%2026-06-302026-07-07

ISRG INTUITIVE SURGICAL INC10.4K shares-2.10%2026-06-302026-07-07

CFG CITIZENS FINL GROUP INC58.6K shares8.35%2026-06-302026-07-07

DRI DARDEN RESTAURANTS INC19.6K shares5.73%2026-06-302026-07-07

ISHARES TR ISHARES TR40.4K shares-4.48%2026-06-302026-07-07

ASML ASML HLDG NV2.0K shares-11.66%2026-06-302026-07-07

Sponsored

FLSP FRANKLIN TEMPLETON ETF TR143.5K shares24.19%2026-06-302026-07-07

SUB ISHARES TR37.1K shares8.64%2026-06-302026-07-07

XLE SELECT SECTOR SPDR TR73.8K shares-10.19%2026-06-302026-07-07

NEXTERA ENERGY INC NEXTERA ENERGY INC44.5K shares26.53%2026-06-302026-07-07

OMFL INVESCO EXCH TRD SLF IDX FD56.9K shares-9.06%2026-06-302026-07-07

AVLV AMERICAN CENTY ETF TR42.5K shares2.65%2026-06-302026-07-07

AVUV AMERICAN CENTY ETF TR30.9K shares6.91%2026-06-302026-07-07

WASTE MGMT INC DEL WASTE MGMT INC DEL17.2K shares-6.69%2026-06-302026-07-07

Sponsored

XLY SELECT SECTOR SPDR TR32.3K shares-26.31%2026-06-302026-07-07

IBIT ISHARES BITCOIN TRUST ETF113.7K shares-13.83%2026-06-302026-07-07

CVS CVS HEALTH CORP36.4K shares1.21%2026-06-302026-07-07

VZ VERIZON COMMUNICATIONS INC88.8K shares3.53%2026-06-302026-07-07

HYDB ISHARES TR79.9K shares15.50%2026-06-302026-07-07

PG PROCTER & GAMBLE CO25.3K shares2.75%2026-06-302026-07-07

XLV SELECT SECTOR SPDR TR23.3K shares-11.62%2026-06-302026-07-07

MCD MCDONALDS CORP13.7K shares-12.30%2026-06-302026-07-07

Sponsored

VTV VANGUARD INDEX FDS16.8K shares-52.37%2026-06-302026-07-07

UL UNILEVER PLC60.9K shares5.92%2026-06-302026-07-07

CGCB CAPITAL GRP FIXED INCM ETF T138.3K shares0.30%2026-06-302026-07-07

CSB VICTORY PORTFOLIOS II54.9K shares-0.19%2026-06-302026-07-07

VTIP VANGUARD MALVERN FDS71.5K shares5.89%2026-06-302026-07-07

CGMS CAPITAL GRP FIXED INCM ETF T129.6K shares19.43%2026-06-302026-07-07

DOMINION ENERGY INC DOMINION ENERGY INC51.5K shares1453.56%2026-06-302026-07-07

PM PHILIP MORRIS INTL INC19.4K shares-8.81%2026-06-302026-07-07

Sponsored

XLI SELECT SECTOR SPDR TR18.9K shares-31.84%2026-06-302026-07-07

VST VISTRA CORP22.0K shares6.30%2026-06-302026-07-07

TXN TEXAS INSTRS INC11.7K shares-4.87%2026-06-302026-07-07

SLV ISHARES SILVER TR65.2K shares-7.25%2026-06-302026-07-07

CTA SIMPLIFY EXCHANGE TRADED FUN130.8K shares10.86%2026-06-302026-07-07

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP19.8K sharesnew addition2026-06-302026-07-07

CRM SALESFORCE INC21.6K shares11.33%2026-06-302026-07-07

FTLS FIRST TR EXCH TRADED FD III45.8K shares17.21%2026-06-302026-07-07

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RIO RIO TINTO PLC35.4K sharesnew addition2026-06-302026-07-07

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SCHR SCHWAB STRATEGIC TR128.8K shares6.35%2026-06-302026-07-07

VGT VANGUARD WORLD FD26.5K shares995.78%2026-06-302026-07-07

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IAU ISHARES GOLD TR27.2K shares-0.74%2026-06-302026-07-07

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XLF SELECT SECTOR SPDR TR37.0K shares-35.70%2026-06-302026-07-07

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PH PARKER-HANNIFIN CORP1.9K shares-11.90%2026-06-302026-07-07

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XAGG MORGAN STANLEY ETF TRUST37.4K shares5.43%2026-06-302026-07-07

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EYLD CAMBRIA ETF TR39.1K shares1.05%2026-06-302026-07-07

HEFA ISHARES TR37.2K shares0.00%2026-06-302026-07-07

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VGLT VANGUARD SCOTTSDALE FDS25.2K shares-0.14%2026-06-302026-07-07

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DLN WISDOMTREE TR11.3K shares7.26%2026-06-302026-07-07

WMB WILLIAMS COS INC14.5K shares-0.65%2026-06-302026-07-07

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A2.3K shares-6.31%2026-06-302026-07-07

ACWX ISHARES TR14.1K shares14.53%2026-06-302026-07-07

CRH CRH PLC10.0K shares0.18%2026-06-302026-07-07

IWP ISHARES TR7.3K shares-26.61%2026-06-302026-07-07

RAFE PIMCO EQUITY SER22.3K shares6.24%2026-06-302026-07-07

PHO INVESCO EXCHANGE TRADED FD T15.3K shares-5.04%2026-06-302026-07-07

Sponsored

ADOBE INC ADOBE INC5.1K shares-63.50%2026-06-302026-07-07

FBT FIRST TR EXCHANGE-TRADED FD4.2K shares255.40%2026-06-302026-07-07

IFRA ISHARES TR16.7K shares49.49%2026-06-302026-07-07

EWJ ISHARES INC11.2K shares-13.00%2026-06-302026-07-07

QYLD GLOBAL X FDS56.8K shares1.39%2026-06-302026-07-07

DDTL INNOVATOR ETFS TRUST47.3K shares0.00%2026-06-302026-07-07

SPYI NEOS ETF TRUST19.4K shares44.03%2026-06-302026-07-07

ENFR ALPS ETF TR27.0K shares15.46%2026-06-302026-07-07

Sponsored

CMI CUMMINS INC1.4K shares-14.59%2026-06-302026-07-07

GD GENERAL DYNAMICS CORP2.9K shares-11.68%2026-06-302026-07-07

RY ROYAL BK CDA5.0K shares-7.11%2026-06-302026-07-07

VBK VANGUARD INDEX FDS2.8K shares-6.49%2026-06-302026-07-07

EVR EVERCORE INC2.9K shares-9.16%2026-06-302026-07-07

FDN FIRST TR EXCHANGE-TRADED FD3.7K shares-43.55%2026-06-302026-07-07

GLW CORNING INC3.9K shares-50.04%2026-06-302026-07-07

UMI USCF ETF TR16.7K shares-1.86%2026-06-302026-07-07

Sponsored

ITW ILLINOIS TOOL WKS INC3.6K shares0.67%2026-06-302026-07-07

GPIX GOLDMAN SACHS ETF TR17.6K shares5.67%2026-06-302026-07-07

LQD ISHARES TR9.0K shares-10.62%2026-06-302026-07-07

SNDK SANDISK CORP428 shares12.63%2026-06-302026-07-07

ICFI ICF INTL INC13.4K shares29.51%2026-06-302026-07-07

MCK MCKESSON CORP1.3K shares2.55%2026-06-302026-07-07

WIW WESTERN AST INFL LKD OPP & I115.2K shares6.31%2026-06-302026-07-07

EOG EOG RES INC7.4K shares-10.42%2026-06-302026-07-07

Sponsored

VV VANGUARD INDEX FDS2.8K shares-18.81%2026-06-302026-07-07

ALC ALCON AG14.3K shares18.50%2026-06-302026-07-07

ESGV VANGUARD WORLD FD7.2K shares0.77%2026-06-302026-07-07

HCA HCA HEALTHCARE INC2.4K shares-4.69%2026-06-302026-07-07

AAPL

APPLE INC

0.13%

Shares390.3K

Event2026-06-30

Filed2026-07-07

SPDR SERIES TRUST

0.24%

Shares854.5K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

-3.75%

Shares306.7K

Event2026-06-30

Filed2026-07-07

GSLC

GOLDMAN SACHS ETF TR

10.81%

Shares359.9K

Event2026-06-30

Filed2026-07-07

FBND

FIDELITY MERRIMACK STR TR

13.06%

Shares1.1M

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

-5.23%

Shares124.5K

Event2026-06-30

Filed2026-07-07

DFUS

DIMENSIONAL ETF TRUST

-1.52%

Shares566.5K

Event2026-06-30

Filed2026-07-07

SCHM

SCHWAB STRATEGIC TR

5.23%

Shares1.2M

Event2026-06-30

Filed2026-07-07

QQQ

INVESCO QQQ TR

-3.52%

Shares59.5K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

-4.78%

Shares169.5K

Event2026-06-30

Filed2026-07-07

FNDF

SCHWAB STRATEGIC TR

4.74%

Shares759.5K

Event2026-06-30

Filed2026-07-07

SCHX

SCHWAB STRATEGIC TR

5.69%

Shares1.4M

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

10.42%

Shares57.6K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

-7.75%

Shares110.1K

Event2026-06-30

Filed2026-07-07

ISHARES TR

8.80%

Shares387.0K

Event2026-06-30

Filed2026-07-07

BROADCOM INC

-3.98%

Shares90.2K

Event2026-06-30

Filed2026-07-07

JPST

J P MORGAN EXCHANGE TRADED F

8.57%

Shares654.9K

Event2026-06-30

Filed2026-07-07

GTO

INVESCO ACTIVELY MANAGED EXC

13.65%

Shares700.7K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

-8.89%

Shares77.9K

Event2026-06-30

Filed2026-07-07

SCHA

SCHWAB STRATEGIC TR

2.48%

Shares899.3K

Event2026-06-30

Filed2026-07-07

DFAC

DIMENSIONAL ETF TRUST

-2.80%

Shares728.2K

Event2026-06-30

Filed2026-07-07

SPIB

SPDR SERIES TRUST

8.51%

Shares937.5K

Event2026-06-30

Filed2026-07-07

DFCF

DIMENSIONAL ETF TRUST

-0.44%

Shares735.7K

Event2026-06-30

Filed2026-07-07

BND

VANGUARD BD INDEX FDS

0.39%

Shares419.1K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

0.77%

Shares81.7K

Event2026-06-30

Filed2026-07-07

FVAL

FIDELITY COVINGTON TRUST

12.34%

Shares331.7K

Event2026-06-30

Filed2026-07-07

JHMM

JOHN HANCOCK EXCHANGE TRADED

7.93%

Shares344.3K

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

1.86%

Shares24.0K

Event2026-06-30

Filed2026-07-07

EMGF

ISHARES INC

6.83%

Shares344.2K

Event2026-06-30

Filed2026-07-07

JQUA

J P MORGAN EXCHANGE TRADED F

7.53%

Shares348.3K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

7.09%

Shares67.5K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

0.58%

Shares41.1K

Event2026-06-30

Filed2026-07-07

SHY

ISHARES TR

6.98%

Shares261.2K

Event2026-06-30

Filed2026-07-07

DFAI

DIMENSIONAL ETF TRUST

0.03%

Shares513.4K

Event2026-06-30

Filed2026-07-07

SPMO

INVESCO EXCH TRADED FD TR II

12.18%

Shares128.1K

Event2026-06-30

Filed2026-07-07

UCON

FIRST TR EXCHNG TRADED FD VI

5.97%

Shares816.4K

Event2026-06-30

Filed2026-07-07

VCSH

VANGUARD SCOTTSDALE FDS

9.70%

Shares248.4K

Event2026-06-30

Filed2026-07-07

GLD

SPDR GOLD TR

0.42%

Shares52.6K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

-2.53%

Shares25.5K

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD TAX-MANAGED FDS

-0.26%

Shares264.8K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

1.95%

Shares20.1K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.17%

Shares35.1K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

-0.39%

Shares102.9K

Event2026-06-30

Filed2026-07-07

DFAE

DIMENSIONAL ETF TRUST

-3.13%

Shares419.4K

Event2026-06-30

Filed2026-07-07

DGRO

ISHARES TR

3.20%

Shares220.1K

Event2026-06-30

Filed2026-07-07

FLHY

FRANKLIN TEMPLETON ETF TR

8.53%

Shares681.3K

Event2026-06-30

Filed2026-07-07

DFAS

DIMENSIONAL ETF TRUST

-2.46%

Shares200.6K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

2.46%

Shares46.7K

Event2026-06-30

Filed2026-07-07

DFUV

DIMENSIONAL ETF TRUST

-1.94%

Shares287.0K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

-0.25%

Shares139.2K

Event2026-06-30

Filed2026-07-07

VWO

VANGUARD INTL EQUITY INDEX F

3.33%

Shares262.0K

Event2026-06-30

Filed2026-07-07

LLY

ELI LILLY & CO

1.32%

Shares12.7K

Event2026-06-30

Filed2026-07-07

ASTS

AST SPACEMOBILE INC

12.60%

Shares171.0K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

-2.31%

Shares58.8K

Event2026-06-30

Filed2026-07-07

VNLA

JANUS DETROIT STR TR

5.74%

Shares295.6K

Event2026-06-30

Filed2026-07-07

VXUS

VANGUARD STAR FDS

6.75%

Shares168.9K

Event2026-06-30

Filed2026-07-07

IJH

ISHARES TR

-0.34%

Shares187.0K

Event2026-06-30

Filed2026-07-07

IWM

ISHARES TR

-3.24%

Shares46.5K

Event2026-06-30

Filed2026-07-07

SOXX

ISHARES TR

-1.73%

Shares21.6K

Event2026-06-30

Filed2026-07-07

QEFA

SPDR INDEX SHS FDS

11.37%

Shares143.1K

Event2026-06-30

Filed2026-07-07

IHDG

WISDOMTREE TR

8.06%

Shares259.3K

Event2026-06-30

Filed2026-07-07

SHW

SHERWIN WILLIAMS CO

-0.11%

Shares37.3K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-41.37%

Shares34.0K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

-3.68%

Shares91.2K

Event2026-06-30

Filed2026-07-07

VISA INC

2.74%

Shares34.5K

Event2026-06-30

Filed2026-07-07

JEPI

J P MORGAN EXCHANGE TRADED F

-10.89%

Shares208.5K

Event2026-06-30

Filed2026-07-07

ISHARES TR

-68.61%

Shares15.6K

Event2026-06-30

Filed2026-07-07

SCHF

SCHWAB STRATEGIC TR

1.99%

Shares417.4K

Event2026-06-30

Filed2026-07-07

IUSV

ISHARES TR

3.57%

Shares101.2K

Event2026-06-30

Filed2026-07-07

GQRE

FLEXSHARES TR

7.88%

Shares169.6K

Event2026-06-30

Filed2026-07-07

DFGP

DIMENSIONAL ETF TRUST

-1.22%

Shares197.1K

Event2026-06-30

Filed2026-07-07

XLK

SELECT SECTOR SPDR TR

9.48%

Shares54.6K

Event2026-06-30

Filed2026-07-07

EMR

EMERSON ELEC CO

-16.86%

Shares72.0K

Event2026-06-30

Filed2026-07-07

IYW

ISHARES TR

-8.09%

Shares40.0K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

0.11%

Shares39.5K

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

-24.32%

Shares17.1K

Event2026-06-30

Filed2026-07-07

ACWV

ISHARES INC

1.53%

Shares82.2K

Event2026-06-30

Filed2026-07-07

MINT

PIMCO ETF TR

8.41%

Shares97.9K

Event2026-06-30

Filed2026-07-07

DUHP

DIMENSIONAL ETF TRUST

-2.58%

Shares235.6K

Event2026-06-30

Filed2026-07-07

GEV

GE VERNOVA INC

-1.38%

Shares8.4K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-1.12%

Shares31.4K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

-17.93%

Shares80.4K

Event2026-06-30

Filed2026-07-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.07%

Shares19.7K

Event2026-06-30

Filed2026-07-07

VCIT

VANGUARD SCOTTSDALE FDS

4.60%

Shares111.1K

Event2026-06-30

Filed2026-07-07

FTCB

FIRST TR EXCHANGE-TRADED FD

-15.12%

Shares436.0K

Event2026-06-30

Filed2026-07-07

PRFZ

INVESCO EXCHANGE TRADED FD T

9.39%

Shares161.4K

Event2026-06-30

Filed2026-07-07

SCHD

SCHWAB STRATEGIC TR

4.54%

Shares283.3K

Event2026-06-30

Filed2026-07-07

SOUTHERN CO

-6.85%

Shares89.3K

Event2026-06-30

Filed2026-07-07

DON

WISDOMTREE TR

-6.61%

Shares150.4K

Event2026-06-30

Filed2026-07-07

MMIT

NEW YORK LIFE INVTS ACTIVE E

-2.10%

Shares346.0K

Event2026-06-30

Filed2026-07-07

GE AEROSPACE

2.61%

Shares22.5K

Event2026-06-30

Filed2026-07-07

NOC

NORTHROP GRUMMAN CORP

42.62%

Shares16.4K

Event2026-06-30

Filed2026-07-07

MORGAN STANLEY

9.38%

Shares39.8K

Event2026-06-30

Filed2026-07-07

DFSD

DIMENSIONAL ETF TRUST

0.42%

Shares174.2K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

56.75%

Shares64.3K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

1.47%

Shares60.6K

Event2026-06-30

Filed2026-07-07

PALANTIR TECHNOLOGIES INC

-21.10%

Shares69.9K

Event2026-06-30

Filed2026-07-07

DFAR

DIMENSIONAL ETF TRUST

-1.99%

Shares308.3K

Event2026-06-30

Filed2026-07-07

IBM

INTERNATIONAL BUSINESS MACHS

4.44%

Shares28.5K

Event2026-06-30

Filed2026-07-07

IGSB

ISHARES TR

-0.61%

Shares152.1K

Event2026-06-30

Filed2026-07-07

RSP

INVESCO EXCHANGE TRADED FD T

-8.82%

Shares37.3K

Event2026-06-30

Filed2026-07-07

DIHP

DIMENSIONAL ETF TRUST

-2.17%

Shares231.9K

Event2026-06-30

Filed2026-07-07

NETFLIX INC.

58.00%

Shares110.3K

Event2026-06-30

Filed2026-07-07

GILD

GILEAD SCIENCES INC

11.85%

Shares62.0K

Event2026-06-30

Filed2026-07-07

SCHG

SCHWAB STRATEGIC TR

32.70%

Shares230.9K

Event2026-06-30

Filed2026-07-07

KLAC

KLA CORP

726.05%

Shares25.7K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

309.52%

Shares94.9K

Event2026-06-30

Filed2026-07-07

PWB

INVESCO EXCHANGE TRADED FD T

-3.19%

Shares45.2K

Event2026-06-30

Filed2026-07-07

LAMR

LAMAR ADVERTISING CO

-0.29%

Shares48.3K

Event2026-06-30

Filed2026-07-07

DGCB

DIMENSIONAL ETF TRUST

-0.22%

Shares137.5K

Event2026-06-30

Filed2026-07-07

GOLDMAN SACHS GROUP INC

49.04%

Shares7.4K

Event2026-06-30

Filed2026-07-07

BKGI

BNY MELLON ETF TRUST

New

Shares166.6K

Event2026-06-30

Filed2026-07-07

LDUR

PIMCO ETF TR

10.97%

Shares77.9K

Event2026-06-30

Filed2026-07-07

SPSB

SPDR SERIES TRUST

0.83%

Shares247.3K

Event2026-06-30

Filed2026-07-07

ICSH

ISHARES TR

29.08%

Shares146.6K

Event2026-06-30

Filed2026-07-07

INTC

INTEL CORP

1.98%

Shares52.7K

Event2026-06-30

Filed2026-07-07

AMGN

AMGEN INC

2.53%

Shares20.2K

Event2026-06-30

Filed2026-07-07

DUK

DUKE ENERGY CORP NEW

3.98%

Shares56.6K

Event2026-06-30

Filed2026-07-07

IQLT

ISHARES TR

3.63%

Shares141.8K

Event2026-06-30

Filed2026-07-07

DEERE & CO

-4.06%

Shares11.0K

Event2026-06-30

Filed2026-07-07

VPLS

VANGUARD MALVERN FDS

3.13%

Shares88.8K

Event2026-06-30

Filed2026-07-07

ING

ING GROEP N.V.

0.82%

Shares210.4K

Event2026-06-30

Filed2026-07-07

J P MORGAN EXCHANGE TRADED F

-1.90%

Shares106.2K

Event2026-06-30

Filed2026-07-07

PANW

PALO ALTO NETWORKS INC

-40.11%

Shares19.0K

Event2026-06-30

Filed2026-07-07

DLR

DIGITAL RLTY TR INC

-0.52%

Shares36.0K

Event2026-06-30

Filed2026-07-07

NETL

ETF SER SOLUTIONS

4.91%

Shares239.8K

Event2026-06-30

Filed2026-07-07

FREL

FIDELITY COVINGTON TRUST

4.63%

Shares218.5K

Event2026-06-30

Filed2026-07-07

VYM

VANGUARD WHITEHALL FDS

-0.84%

Shares40.0K

Event2026-06-30

Filed2026-07-07

WCMI

FIRST TR EXCHANGE-TRADED FD

1.23%

Shares322.9K

Event2026-06-30

Filed2026-07-07

COCA COLA CO

3.74%

Shares77.7K

Event2026-06-30

Filed2026-07-07

TAXF

AMERICAN CENTY ETF TR

-1.08%

Shares123.3K

Event2026-06-30

Filed2026-07-07

BLK

BLACKROCK INC

-0.09%

Shares6.5K

Event2026-06-30

Filed2026-07-07

IWF

ISHARES TR

311.72%

Shares50.2K

Event2026-06-30

Filed2026-07-07

ONEV

SPDR SERIES TRUST

-0.99%

Shares43.2K

Event2026-06-30

Filed2026-07-07

AXP

AMERICAN EXPRESS CO

6.72%

Shares18.2K

Event2026-06-30

Filed2026-07-07

MICRON TECHNOLOGY INC

-18.44%

Shares5.3K

Event2026-06-30

Filed2026-07-07

BSV

VANGUARD BD INDEX FDS

-14.50%

Shares77.4K

Event2026-06-30

Filed2026-07-07

SELECT SECTOR SPDR TR

-2.88%

Shares132.7K

Event2026-06-30

Filed2026-07-07

ARES MANAGEMENT CORPORATION

12.23%

Shares53.7K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

7.02%

Shares31.4K

Event2026-06-30

Filed2026-07-07

FNDC

SCHWAB STRATEGIC TR

7.63%

Shares122.5K

Event2026-06-30

Filed2026-07-07

DGRW

WISDOMTREE TR

8.72%

Shares61.1K

Event2026-06-30

Filed2026-07-07

VIG

VANGUARD SPECIALIZED FUNDS

-7.77%

Shares24.7K

Event2026-06-30

Filed2026-07-07

ANET

ARISTA NETWORKS INC

0.61%

Shares34.1K

Event2026-06-30

Filed2026-07-07

BAC

BANK OF AMER CORP

-0.57%

Shares101.2K

Event2026-06-30

Filed2026-07-07

XTRE

BONDBLOXX ETF TRUST

25.42%

Shares117.0K

Event2026-06-30

Filed2026-07-07

SDVY

FIRST TR EXCHANGE TRADED FD

11.81%

Shares132.3K

Event2026-06-30

Filed2026-07-07

SCHO

SCHWAB STRATEGIC TR

6.73%

Shares235.4K

Event2026-06-30

Filed2026-07-07

QQQM

INVESCO EXCH TRADED FD TR II

2.34%

Shares18.7K

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

-6.36%

Shares7.8K

Event2026-06-30

Filed2026-07-07

HYLB

DBX ETF TR

1.25%

Shares151.5K

Event2026-06-30

Filed2026-07-07

LRCX

LAM RESEARCH CORP

-6.41%

Shares12.7K

Event2026-06-30

Filed2026-07-07

LMT

LOCKHEED MARTIN CORP

17.47%

Shares10.7K

Event2026-06-30

Filed2026-07-07

EFA

ISHARES TR

37.63%

Shares51.6K

Event2026-06-30

Filed2026-07-07

DYNF

BLACKROCK ETF TRUST

5.25%

Shares78.4K

Event2026-06-30

Filed2026-07-07

MASTERCARD INCORPORATED

-40.66%

Shares10.2K

Event2026-06-30

Filed2026-07-07

VPL

VANGUARD INTL EQUITY INDEX F

-0.88%

Shares45.1K

Event2026-06-30

Filed2026-07-07

VGSH

VANGUARD SCOTTSDALE FDS

1.63%

Shares89.5K

Event2026-06-30

Filed2026-07-07

IEI

ISHARES TR

-0.31%

Shares44.3K

Event2026-06-30

Filed2026-07-07

BUFR

FIRST TR EXCHNG TRADED FD VI

-2.94%

Shares139.8K

Event2026-06-30

Filed2026-07-07

DFIS

DIMENSIONAL ETF TRUST

-2.06%

Shares144.8K

Event2026-06-30

Filed2026-07-07

UPS

UNITED PARCEL SVCS INC

10.69%

Shares47.0K

Event2026-06-30

Filed2026-07-07

VUG

VANGUARD INDEX FDS

416.30%

Shares58.0K

Event2026-06-30

Filed2026-07-07

ALPS ETF TR

0.07%

Shares73.0K

Event2026-06-30

Filed2026-07-07

XSVN

BONDBLOXX ETF TRUST

37.71%

Shares104.0K

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

-13.19%

Shares11.8K

Event2026-06-30

Filed2026-07-07

AVEM

AMERICAN CENTY ETF TR

6.25%

Shares50.6K

Event2026-06-30

Filed2026-07-07

GOVT

ISHARES TR

-0.61%

Shares214.1K

Event2026-06-30

Filed2026-07-07

DHI

D R HORTON INC

3.28%

Shares29.8K

Event2026-06-30

Filed2026-07-07

ORLY

OREILLY AUTOMOTIVE INC

2.65%

Shares52.3K

Event2026-06-30

Filed2026-07-07

CGUS

CAPITAL GROUP CORE EQUITY ET

-2.70%

Shares108.3K

Event2026-06-30

Filed2026-07-07

DBEF

DBX ETF TR

-0.58%

Shares87.2K

Event2026-06-30

Filed2026-07-07

PTY

PIMCO CORPORATE & INCOME OPP

9.31%

Shares382.4K

Event2026-06-30

Filed2026-07-07

DUSB

DIMENSIONAL ETF TRUST

-1.18%

Shares90.2K

Event2026-06-30

Filed2026-07-07

SPHQ

INVESCO EXCHANGE TRADED FD T

22.91%

Shares50.6K

Event2026-06-30

Filed2026-07-07

ALTRIA GROUP INC

-0.22%

Shares62.9K

Event2026-06-30

Filed2026-07-07

PEG

PUBLIC SVC ENTERPRISE GROUP

1.87%

Shares55.3K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

1.23%

Shares16.4K

Event2026-06-30

Filed2026-07-07

XME

SPDR SERIES TRUST

2.22%

Shares41.5K

Event2026-06-30

Filed2026-07-07

BHK

BLACKROCK CORE BD TR

10.60%

Shares479.5K

Event2026-06-30

Filed2026-07-07

ETN

EATON CORP PLC

-7.28%

Shares10.1K

Event2026-06-30

Filed2026-07-07

PNC

PNC FINL SVCS GROUP INC

2.48%

Shares17.5K

Event2026-06-30

Filed2026-07-07

QUANTA SVCS INC

-23.38%

Shares5.9K

Event2026-06-30

Filed2026-07-07

BANK OF NY MELLON CORP

-7.22%

Shares29.0K

Event2026-06-30

Filed2026-07-07

AHR

AMERICAN HEALTHCARE REIT INC

-1.16%

Shares80.3K

Event2026-06-30

Filed2026-07-07

ITOT

ISHARES TR

29.67%

Shares25.5K

Event2026-06-30

Filed2026-07-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

-3.01%

Shares84.1K

Event2026-06-30

Filed2026-07-07

ISRG

INTUITIVE SURGICAL INC

-2.10%

Shares10.4K

Event2026-06-30

Filed2026-07-07

CFG

CITIZENS FINL GROUP INC

8.35%

Shares58.6K

Event2026-06-30

Filed2026-07-07

DRI

DARDEN RESTAURANTS INC

5.73%

Shares19.6K

Event2026-06-30

Filed2026-07-07

ISHARES TR

-4.48%

Shares40.4K

Event2026-06-30

Filed2026-07-07

ASML

ASML HLDG NV

-11.66%

Shares2.0K

Event2026-06-30

Filed2026-07-07

FLSP

FRANKLIN TEMPLETON ETF TR

24.19%

Shares143.5K

Event2026-06-30

Filed2026-07-07

SUB

ISHARES TR

8.64%

Shares37.1K

Event2026-06-30

Filed2026-07-07

XLE

SELECT SECTOR SPDR TR

-10.19%

Shares73.8K

Event2026-06-30

Filed2026-07-07

NEXTERA ENERGY INC

26.53%

Shares44.5K

Event2026-06-30

Filed2026-07-07

OMFL

INVESCO EXCH TRD SLF IDX FD

-9.06%

Shares56.9K

Event2026-06-30

Filed2026-07-07

AVLV

AMERICAN CENTY ETF TR

2.65%

Shares42.5K

Event2026-06-30

Filed2026-07-07

AVUV

AMERICAN CENTY ETF TR

6.91%

Shares30.9K

Event2026-06-30

Filed2026-07-07

WASTE MGMT INC DEL

-6.69%

Shares17.2K

Event2026-06-30

Filed2026-07-07

XLY

SELECT SECTOR SPDR TR

-26.31%

Shares32.3K

Event2026-06-30

Filed2026-07-07

IBIT

ISHARES BITCOIN TRUST ETF

-13.83%

Shares113.7K

Event2026-06-30

Filed2026-07-07

CVS

CVS HEALTH CORP

1.21%

Shares36.4K

Event2026-06-30

Filed2026-07-07

VERIZON COMMUNICATIONS INC

3.53%

Shares88.8K

Event2026-06-30

Filed2026-07-07

HYDB

ISHARES TR

15.50%

Shares79.9K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

2.75%

Shares25.3K

Event2026-06-30

Filed2026-07-07

XLV

SELECT SECTOR SPDR TR

-11.62%

Shares23.3K

Event2026-06-30

Filed2026-07-07

MCD

MCDONALDS CORP

-12.30%

Shares13.7K

Event2026-06-30

Filed2026-07-07

VTV

VANGUARD INDEX FDS

-52.37%

Shares16.8K

Event2026-06-30

Filed2026-07-07

UNILEVER PLC

5.92%

Shares60.9K

Event2026-06-30

Filed2026-07-07

CGCB

CAPITAL GRP FIXED INCM ETF T

0.30%

Shares138.3K

Event2026-06-30

Filed2026-07-07

CSB

VICTORY PORTFOLIOS II

-0.19%

Shares54.9K

Event2026-06-30

Filed2026-07-07

VTIP

VANGUARD MALVERN FDS

5.89%

Shares71.5K

Event2026-06-30

Filed2026-07-07

CGMS

CAPITAL GRP FIXED INCM ETF T

19.43%

Shares129.6K

Event2026-06-30

Filed2026-07-07

DOMINION ENERGY INC

1453.56%

Shares51.5K

Event2026-06-30

Filed2026-07-07

PHILIP MORRIS INTL INC

-8.81%

Shares19.4K

Event2026-06-30

Filed2026-07-07

XLI

SELECT SECTOR SPDR TR

-31.84%

Shares18.9K

Event2026-06-30

Filed2026-07-07

VST

VISTRA CORP

6.30%

Shares22.0K

Event2026-06-30

Filed2026-07-07

TXN

TEXAS INSTRS INC

-4.87%

Shares11.7K

Event2026-06-30

Filed2026-07-07

SLV

ISHARES SILVER TR

-7.25%

Shares65.2K

Event2026-06-30

Filed2026-07-07

CTA

SIMPLIFY EXCHANGE TRADED FUN

10.86%

Shares130.8K

Event2026-06-30

Filed2026-07-07

SPACE EXPLORATION TECHN CORP

New

Shares19.8K

Event2026-06-30

Filed2026-07-07

CRM

SALESFORCE INC

11.33%

Shares21.6K

Event2026-06-30

Filed2026-07-07

FTLS

FIRST TR EXCH TRADED FD III

17.21%

Shares45.8K

Event2026-06-30

Filed2026-07-07

RIO

RIO TINTO PLC

New

Shares35.4K

Event2026-06-30

Filed2026-07-07

DIS

DISNEY WALT CO

0.58%

Shares34.9K

Event2026-06-30

Filed2026-07-07

IAGG

ISHARES TR

1.68%

Shares65.5K

Event2026-06-30

Filed2026-07-07

VWOB

VANGUARD WHITEHALL FDS

2.62%

Shares49.2K

Event2026-06-30

Filed2026-07-07

INTU

INTUIT

-0.19%

Shares12.6K

Event2026-06-30

Filed2026-07-07

IEMG

ISHARES INC

-2.00%

Shares39.0K

Event2026-06-30

Filed2026-07-07

TJX

TJX COS INC NEW

-2.16%

Shares21.2K

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

-0.91%

Shares21.5K

Event2026-06-30

Filed2026-07-07

SCHR

SCHWAB STRATEGIC TR

6.35%

Shares128.8K

Event2026-06-30

Filed2026-07-07

VGT

VANGUARD WORLD FD

995.78%

Shares26.5K

Event2026-06-30

Filed2026-07-07

HEQT

SIMPLIFY EXCHANGE TRADED FUN

1.16%

Shares93.6K

Event2026-06-30

Filed2026-07-07

CROWDSTRIKE HLDGS INC

-12.77%

Shares4.1K

Event2026-06-30

Filed2026-07-07

SCHV

SCHWAB STRATEGIC TR

11.03%

Shares89.1K

Event2026-06-30

Filed2026-07-07

DIVO

AMPLIFY ETF TR

5.27%

Shares67.5K

Event2026-06-30

Filed2026-07-07

PSA

PUBLIC STORAGE

11.04%

Shares9.5K

Event2026-06-30

Filed2026-07-07

MUB

ISHARES TR

3.42%

Shares28.0K

Event2026-06-30

Filed2026-07-07

VNQ

VANGUARD INDEX FDS

-3.63%

Shares31.1K

Event2026-06-30

Filed2026-07-07

RSPT

INVESCO EXCHANGE TRADED FD T

13.20%

Shares46.3K

Event2026-06-30

Filed2026-07-07

EAGG

ISHARES TR

0.21%

Shares62.7K

Event2026-06-30

Filed2026-07-07

HONEYWELL INTL INC

New

Shares13.3K

Event2026-06-30

Filed2026-07-07

SPTS

SPDR SERIES TRUST

6.61%

Shares101.7K

Event2026-06-30

Filed2026-07-07

AIQ

GLOBAL X FDS

6.93%

Shares44.7K

Event2026-06-30

Filed2026-07-07

SYK

STRYKER CORPORATION

22.06%

Shares9.3K

Event2026-06-30

Filed2026-07-07

ISHARES TR

-11.00%

Shares35.1K

Event2026-06-30

Filed2026-07-07

PFF

ISHARES TR

8.11%

Shares93.4K

Event2026-06-30

Filed2026-07-07

BSCW

INVESCO EXCH TRD SLF IDX FD

26.91%

Shares138.4K

Event2026-06-30

Filed2026-07-07

AMT

AMERICAN TOWER CORP

-0.88%

Shares17.3K

Event2026-06-30

Filed2026-07-07

SNPE

DBX ETF TR

6.96%

Shares41.0K

Event2026-06-30

Filed2026-07-07

NVS

NOVARTIS AG

7.81%

Shares17.9K

Event2026-06-30

Filed2026-07-07

IWD

ISHARES TR

-0.67%

Shares11.4K

Event2026-06-30

Filed2026-07-07

S&P GLOBAL INC

-40.40%

Shares6.7K

Event2026-06-30

Filed2026-07-07

BOXX

EA SERIES TRUST

6.36%

Shares23.1K

Event2026-06-30

Filed2026-07-07

SPMB

SPDR SERIES TRUST

-1.30%

Shares120.9K

Event2026-06-30

Filed2026-07-07

EVSD

MORGAN STANLEY ETF TRUST

43.92%

Shares53.0K

Event2026-06-30

Filed2026-07-07

SMH

VANECK ETF TRUST

1.98%

Shares4.1K

Event2026-06-30

Filed2026-07-07

SHYD

VANECK ETF TRUST

-1.24%

Shares116.2K

Event2026-06-30

Filed2026-07-07

REGL

PROSHARES TR

8.88%

Shares29.0K

Event2026-06-30

Filed2026-07-07

VTEB

VANGUARD MUN BD FDS

4.89%

Shares52.0K

Event2026-06-30

Filed2026-07-07

BSCU

INVESCO EXCH TRD SLF IDX FD

26.63%

Shares157.8K

Event2026-06-30

Filed2026-07-07

ALTSHARES TRUST

23.58%

Shares88.6K

Event2026-06-30

Filed2026-07-07

IMCV

ISHARES TR

3.55%

Shares28.6K

Event2026-06-30

Filed2026-07-07

JMST

J P MORGAN EXCHANGE TRADED F

-4.92%

Shares51.1K

Event2026-06-30

Filed2026-07-07

BUYW

NORTHERN LTS FD TR IV

24.60%

Shares179.9K

Event2026-06-30

Filed2026-07-07

APH

AMPHENOL CORP

-14.99%

Shares14.7K

Event2026-06-30

Filed2026-07-07

ORACLE CORP

0.36%

Shares17.7K

Event2026-06-30

Filed2026-07-07

DIVI

FRANKLIN TEMPLETON ETF TR

8.92%

Shares60.6K

Event2026-06-30

Filed2026-07-07

SCIO

FIRST TR EXCHANGE-TRADED FD

56.58%

Shares124.4K

Event2026-06-30

Filed2026-07-07

PVAL

PUTNAM ETF TRUST

7.54%

Shares50.0K

Event2026-06-30

Filed2026-07-07

HONEYWELL AEROSPACE INC

New

Shares11.5K

Event2026-06-30

Filed2026-07-07

SUSB

ISHARES TR

0.44%

Shares101.0K

Event2026-06-30

Filed2026-07-07

CNQ

CANADIAN NAT RES LTD MED TER

2.90%

Shares63.2K

Event2026-06-30

Filed2026-07-07

AT&T INC

-3.96%

Shares119.8K

Event2026-06-30

Filed2026-07-07

TEQI

T ROWE PRICE EXCHANGE-TRADED

-8.20%

Shares48.9K

Event2026-06-30

Filed2026-07-07

DEM

WISDOMTREE TR

2.83%

Shares45.4K

Event2026-06-30

Filed2026-07-07

IGIB

ISHARES TR

3.24%

Shares45.8K

Event2026-06-30

Filed2026-07-07

CIBR

FIRST TR EXCHANGE-TRADED FD

26.71%

Shares27.0K

Event2026-06-30

Filed2026-07-07

WFC

WELLS FARGO & CO

0.25%

Shares29.3K

Event2026-06-30

Filed2026-07-07

ACCENTURE PLC IRELAND

72.38%

Shares19.5K

Event2026-06-30

Filed2026-07-07

SPEM

SPDR INDEX SHS FDS

-0.90%

Shares46.7K

Event2026-06-30

Filed2026-07-07

OEF

ISHARES TR

2.21%

Shares6.6K

Event2026-06-30

Filed2026-07-07

NTRS

NORTHERN TR CORP

-0.18%

Shares13.9K

Event2026-06-30

Filed2026-07-07

HDEF

DBX ETF TR

7.41%

Shares75.0K

Event2026-06-30

Filed2026-07-07

ELV

ELEVANCE HEALTH INC FORMERLY

-17.38%

Shares6.2K

Event2026-06-30

Filed2026-07-07

MPC

MARATHON PETE CORP

-7.28%

Shares9.3K

Event2026-06-30

Filed2026-07-07

ENB

ENBRIDGE INC

-3.20%

Shares43.5K

Event2026-06-30

Filed2026-07-07

TER

TERADYNE INC

53.61%

Shares4.9K

Event2026-06-30

Filed2026-07-07

BSCS

INVESCO EXCH TRD SLF IDX FD

40.59%

Shares115.1K

Event2026-06-30

Filed2026-07-07

SCHW

SCHWAB CHARLES CORP

13.33%

Shares25.3K

Event2026-06-30

Filed2026-07-07

DVN

DEVON ENERGY CORP NEW

616.36%

Shares56.5K

Event2026-06-30

Filed2026-07-07

FTCS

FIRST TR EXCHANGE-TRADED FD

0.46%

Shares24.8K

Event2026-06-30

Filed2026-07-07

SATS

ECHOSTAR CORP

8.34%

Shares22.9K

Event2026-06-30

Filed2026-07-07

LVHI

LEGG MASON ETF INVT

0.75%

Shares57.1K

Event2026-06-30

Filed2026-07-07

APD

AIR PRODUCTS AND CHEMICALS I

15.34%

Shares7.9K

Event2026-06-30

Filed2026-07-07

CMCSA

COMCAST CORP NEW

45.83%

Shares94.0K

Event2026-06-30

Filed2026-07-07

VRT

VERTIV HOLDINGS CO

-12.63%

Shares6.9K

Event2026-06-30

Filed2026-07-07

SHM

SPDR SERIES TRUST

1.80%

Shares48.1K

Event2026-06-30

Filed2026-07-07

JPME

J P MORGAN EXCHANGE TRADED F

-7.33%

Shares18.5K

Event2026-06-30

Filed2026-07-07

EVERSOURCE ENERGY

17.36%

Shares31.4K

Event2026-06-30

Filed2026-07-07

ADVANCED DRAIN SYS INC DEL

7.64%

Shares14.3K

Event2026-06-30

Filed2026-07-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-06-30

Filed2026-07-07

JAAA

JANUS DETROIT STR TR

26.18%

Shares44.4K

Event2026-06-30

Filed2026-07-07

FSMB

FIRST TR EXCH TRADED FD III

8.05%

Shares112.1K

Event2026-06-30

Filed2026-07-07

QUAL

ISHARES TR

43.37%

Shares10.2K

Event2026-06-30

Filed2026-07-07

VIGI

VANGUARD WHITEHALL FDS

6.76%

Shares24.0K

Event2026-06-30

Filed2026-07-07

FLOT

ISHARES TR

11.66%

Shares43.8K

Event2026-06-30

Filed2026-07-07

ALPS ETF TR

18.93%

Shares42.7K

Event2026-06-30

Filed2026-07-07

XLP

SELECT SECTOR SPDR TR

-0.98%

Shares26.6K

Event2026-06-30

Filed2026-07-07

MNST

MONSTER BEVERAGE CORP NEW

-5.85%

Shares22.9K

Event2026-06-30

Filed2026-07-07

AVIG

AMERICAN CENTY ETF TR

0.55%

Shares53.1K

Event2026-06-30

Filed2026-07-07

ESGE

ISHARES INC

-5.61%

Shares40.0K

Event2026-06-30

Filed2026-07-07

IGPT

INVESCO EXCHANGE TRADED FD T

-8.45%

Shares20.9K

Event2026-06-30

Filed2026-07-07

MRSK

NORTHERN LIGHTS FD TR

1.19%

Shares56.3K

Event2026-06-30

Filed2026-07-07

JPIE

J P MORGAN EXCHANGE TRADED F

8.65%

Shares47.2K

Event2026-06-30

Filed2026-07-07

EPD

ENTERPRISE PRODS PARTNERS L

-8.99%

Shares58.9K

Event2026-06-30

Filed2026-07-07

MEDTRONIC PLC

54.05%

Shares27.6K

Event2026-06-30

Filed2026-07-07

MTB

M & T BK CORP

-1.08%

Shares9.1K

Event2026-06-30

Filed2026-07-07

CGCP

CAPITAL GRP FIXED INCM ETF T

9.92%

Shares96.6K

Event2026-06-30

Filed2026-07-07

AOA

ISHARES TR

-39.38%

Shares22.0K

Event2026-06-30

Filed2026-07-07

IDEQ

LAZARD ACTIVE ETF TR

19.86%

Shares61.1K

Event2026-06-30

Filed2026-07-07

MELI

MERCADOLIBRE INC

0.49%

Shares1.2K

Event2026-06-30

Filed2026-07-07

QCOM

QUALCOMM INC

0.81%

Shares11.2K

Event2026-06-30

Filed2026-07-07

COF

CAPITAL ONE FINL CORP

-2.43%

Shares10.2K

Event2026-06-30

Filed2026-07-07

IAU

ISHARES GOLD TR

-0.74%

Shares27.2K

Event2026-06-30

Filed2026-07-07

ADI

ANALOG DEVICES INC

-12.20%

Shares5.1K

Event2026-06-30

Filed2026-07-07

FYLD

CAMBRIA ETF TR

2.42%

Shares55.8K

Event2026-06-30

Filed2026-07-07

MICROCHIP TECHNOLOGY INC.

-1.75%

Shares22.3K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

-4.53%

Shares22.4K

Event2026-06-30

Filed2026-07-07

AOR

ISHARES TR

-37.39%

Shares29.2K

Event2026-06-30

Filed2026-07-07

XSMO

INVESCO EXCHANGE TRADED FD T

1.71%

Shares21.6K

Event2026-06-30

Filed2026-07-07

BOEING CO

19.43%

Shares9.2K

Event2026-06-30

Filed2026-07-07

XLF

SELECT SECTOR SPDR TR

-35.70%

Shares37.0K

Event2026-06-30

Filed2026-07-07

SGOV

ISHARES TR

368.01%

Shares19.7K

Event2026-06-30

Filed2026-07-07

SCHP

SCHWAB STRATEGIC TR

-3.96%

Shares74.5K

Event2026-06-30

Filed2026-07-07

FTSL

FIRST TR EXCHANGE-TRADED FD

35.48%

Shares43.6K

Event2026-06-30

Filed2026-07-07

DHS

WISDOMTREE TR

17.07%

Shares17.2K

Event2026-06-30

Filed2026-07-07

CHUBB LIMITED

-17.52%

Shares5.7K

Event2026-06-30

Filed2026-07-07

GSY

INVESCO ACTIVELY MANAGED EXC

5.86%

Shares38.8K

Event2026-06-30

Filed2026-07-07

XBI

SPDR SERIES TRUST

4.16%

Shares12.2K

Event2026-06-30

Filed2026-07-07

DBAW

DBX ETF TR

-20.41%

Shares39.9K

Event2026-06-30

Filed2026-07-07

HYG

ISHARES TR

-3.87%

Shares24.1K

Event2026-06-30

Filed2026-07-07

ENERGY TRANSFER L P

34.61%

Shares98.9K

Event2026-06-30

Filed2026-07-07

PARKER-HANNIFIN CORP

-11.90%

Shares1.9K

Event2026-06-30

Filed2026-07-07

FTGS

FIRST TR EXCHANGE-TRADED FD

-7.54%

Shares50.9K

Event2026-06-30

Filed2026-07-07

XAGG

MORGAN STANLEY ETF TRUST

5.43%

Shares37.4K

Event2026-06-30

Filed2026-07-07

GARP

ISHARES TR

1.52%

Shares22.6K

Event2026-06-30

Filed2026-07-07

PSX

PHILLIPS 66

-1.65%

Shares11.0K

Event2026-06-30

Filed2026-07-07

EVSM

MORGAN STANLEY ETF TRUST

8.60%

Shares36.7K

Event2026-06-30

Filed2026-07-07

SEAGATE TECHNOLOGY HLDNGS PL

32.45%

Shares1.9K

Event2026-06-30

Filed2026-07-07

KNG

FIRST TR EXCHANGE-TRADED FD

3.39%

Shares36.2K

Event2026-06-30

Filed2026-07-07

PPA

INVESCO EXCHANGE TRADED FD T

0.33%

Shares10.2K

Event2026-06-30

Filed2026-07-07

BNDX

VANGUARD CHARLOTTE FDS

7.00%

Shares37.0K

Event2026-06-30

Filed2026-07-07

FLTR

VANECK ETF TRUST

5.62%

Shares69.7K

Event2026-06-30

Filed2026-07-07

EYLD

CAMBRIA ETF TR

1.05%

Shares39.1K

Event2026-06-30

Filed2026-07-07

HEFA

ISHARES TR

0.00%

Shares37.2K

Event2026-06-30

Filed2026-07-07

CDNS

CADENCE DESIGN SYSTEM INC

-1.69%

Shares4.6K

Event2026-06-30

Filed2026-07-07

SHOC

EA SERIES TRUST

-0.23%

Shares14.3K

Event2026-06-30

Filed2026-07-07

PAUG

INNOVATOR ETFS TRUST

-5.86%

Shares38.0K

Event2026-06-30

Filed2026-07-07

SMMU

PIMCO ETF TR

-4.11%

Shares34.2K

Event2026-06-30

Filed2026-07-07

EMXC

ISHARES INC

14.22%

Shares16.8K

Event2026-06-30

Filed2026-07-07

LOW

LOWES COS INC

-9.31%

Shares7.8K

Event2026-06-30

Filed2026-07-07

ASTRAZENECA PLC

-1.26%

Shares9.1K

Event2026-06-30

Filed2026-07-07

IVW

ISHARES TR

-7.68%

Shares12.5K

Event2026-06-30

Filed2026-07-07

EEM

ISHARES TR

7.95%

Shares24.8K

Event2026-06-30

Filed2026-07-07

BIV

VANGUARD BD INDEX FDS

-45.70%

Shares22.1K

Event2026-06-30

Filed2026-07-07

FPE

FIRST TR EXCH TRADED FD III

10.63%

Shares94.5K

Event2026-06-30

Filed2026-07-07

MSI

MOTOROLA SOLUTIONS INC

1.73%

Shares4.1K

Event2026-06-30

Filed2026-07-07

CSX

CSX CORP

-2.00%

Shares35.3K

Event2026-06-30

Filed2026-07-07

CGGR

CAPITAL GROUP GROWTH ETF

-2.23%

Shares35.5K

Event2026-06-30

Filed2026-07-07

GBCI

GLACIER BANCORP INC NEW

-37.66%

Shares32.5K

Event2026-06-30

Filed2026-07-07

EVRG

EVERGY INC

-7.65%

Shares19.1K

Event2026-06-30

Filed2026-07-07

CCJ

CAMECO CORP

2.08%

Shares16.2K

Event2026-06-30

Filed2026-07-07

VHT

VANGUARD WORLD FD

46.15%

Shares5.5K

Event2026-06-30

Filed2026-07-07

XMMO

INVESCO EXCHANGE TRADED FD T

-8.21%

Shares9.7K

Event2026-06-30

Filed2026-07-07

FMB

FIRST TR EXCH TRADED FD III

-0.77%

Shares32.0K

Event2026-06-30

Filed2026-07-07

TRAVELERS COMPANIES INC

-1.94%

Shares4.9K

Event2026-06-30

Filed2026-07-07

SRE

SEMPRA

-3.67%

Shares17.2K

Event2026-06-30

Filed2026-07-07

CGMM

CAPITAL GROUP EQUITY ETF TR

1.51%

Shares48.0K

Event2026-06-30

Filed2026-07-07

INMU

BLACKROCK ETF TRUST II

9.82%

Shares63.0K

Event2026-06-30

Filed2026-07-07

ESGU

ISHARES TR

-0.32%

Shares9.3K

Event2026-06-30

Filed2026-07-07

USAR

USA RARE EARTH INC

-28.35%

Shares70.6K

Event2026-06-30

Filed2026-07-07

APPLOVIN CORP

-10.09%

Shares2.9K

Event2026-06-30

Filed2026-07-07

OKE

ONEOK INC NEW

-5.47%

Shares17.4K

Event2026-06-30

Filed2026-07-07

COP

CONOCOPHILLIPS

-6.93%

Shares14.5K

Event2026-06-30

Filed2026-07-07

AXON

AXON ENTERPRISE INC

1.79%

Shares2.7K

Event2026-06-30

Filed2026-07-07

MRVL

MARVELL TECHNOLOGY INC

28.20%

Shares5.0K

Event2026-06-30

Filed2026-07-07

SDY

SPDR SERIES TRUST

-29.75%

Shares9.8K

Event2026-06-30

Filed2026-07-07

AVUS

AMERICAN CENTY ETF TR

7.37%

Shares11.6K

Event2026-06-30

Filed2026-07-07

VRTX

VERTEX PHARMACEUTICALS INC

-15.92%

Shares3.0K

Event2026-06-30

Filed2026-07-07

FREEPORT MCMORAN INC

-6.05%

Shares23.5K

Event2026-06-30

Filed2026-07-07

CGIE

CAPITAL GROUP INTERNATIONAL

-0.11%

Shares39.8K

Event2026-06-30

Filed2026-07-07

VBR

VANGUARD INDEX FDS

-7.92%

Shares6.0K

Event2026-06-30

Filed2026-07-07

CSHI

NEOS ETF TRUST

2.82%

Shares29.3K

Event2026-06-30

Filed2026-07-07

PFE

PFIZER INC

-9.45%

Shares60.2K

Event2026-06-30

Filed2026-07-07

BMY

BRISTOL-MYERS SQUIBB CO

-1.78%

Shares25.2K

Event2026-06-30

Filed2026-07-07

DOLLAR GEN CORP

8.10%

Shares12.6K

Event2026-06-30

Filed2026-07-07

BKNG

BOOKING HOLDINGS INC

2473.57%

Shares8.1K

Event2026-06-30

Filed2026-07-07

GSSC

GOLDMAN SACHS ETF TR

-0.91%

Shares15.8K

Event2026-06-30

Filed2026-07-07

EDWARDS LIFESCIENCES CORP

-1.66%

Shares15.7K

Event2026-06-30

Filed2026-07-07

QQQI

NEOS ETF TRUST

20.92%

Shares24.5K

Event2026-06-30

Filed2026-07-07

VGLT

VANGUARD SCOTTSDALE FDS

-0.14%

Shares25.2K

Event2026-06-30

Filed2026-07-07

TMO

THERMO FISHER SCIENTIFIC INC

-47.86%

Shares2.7K

Event2026-06-30

Filed2026-07-07

LIN

LINDE PLC

-11.09%

Shares2.7K

Event2026-06-30

Filed2026-07-07

BNS

BANK NOVA SCOTIA B C

3.04%

Shares15.8K

Event2026-06-30

Filed2026-07-07

CITIGROUP INC

0.35%

Shares9.8K

Event2026-06-30

Filed2026-07-07

IXN

ISHARES TR

20.69%

Shares9.4K

Event2026-06-30

Filed2026-07-07

ECL

ECOLAB INC

1.52%

Shares4.9K

Event2026-06-30

Filed2026-07-07

BALT

INNOVATOR ETFS TRUST

30.79%

Shares39.5K

Event2026-06-30

Filed2026-07-07

TLT

ISHARES TR

-18.41%

Shares15.6K

Event2026-06-30

Filed2026-07-07

TLTW

ISHARES TR

16.95%

Shares60.3K

Event2026-06-30

Filed2026-07-07

NBIS

NEBIUS GROUP N.V.

-29.88%

Shares4.9K

Event2026-06-30

Filed2026-07-07

DDTS

INNOVATOR ETFS TRUST

-1.26%

Shares59.4K

Event2026-06-30

Filed2026-07-07

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares29.3K

Event2026-06-30

Filed2026-07-07

GRNY

TIDAL TRUST I

11.91%

Shares48.3K

Event2026-06-30

Filed2026-07-07

JPIB

J P MORGAN EXCHANGE TRADED F

14.15%

Shares27.6K

Event2026-06-30

Filed2026-07-07

PRMB

PRIMO BRANDS CORPORATION

0.03%

Shares54.3K

Event2026-06-30

Filed2026-07-07

RWL

INVESCO EXCH TRADED FD TR II

-2.26%

Shares10.4K

Event2026-06-30

Filed2026-07-07

REALTY INCOME CORP

2.01%

Shares21.4K

Event2026-06-30

Filed2026-07-07

GLOBE LIFE INC

3.78%

Shares7.4K

Event2026-06-30

Filed2026-07-07

VEU

VANGUARD INTL EQUITY INDEX F

1.71%

Shares15.7K

Event2026-06-30

Filed2026-07-07

CGNG

CAPITAL GROUP NEW GEOGRAPHY

0.42%

Shares34.4K

Event2026-06-30

Filed2026-07-07

CVSB

MORGAN STANLEY ETF TRUST

5.83%

Shares25.4K

Event2026-06-30

Filed2026-07-07

TFLO

ISHARES TR

-17.78%

Shares25.3K

Event2026-06-30

Filed2026-07-07

DELL

DELL TECHNOLOGIES INC

-15.42%

Shares2.9K

Event2026-06-30

Filed2026-07-07

NOBL

PROSHARES TR

39.42%

Shares22.4K

Event2026-06-30

Filed2026-07-07

XONE

BONDBLOXX ETF TRUST

1.99%

Shares25.5K

Event2026-06-30

Filed2026-07-07

CVMC

MORGAN STANLEY ETF TRUST

5.63%

Shares16.5K

Event2026-06-30

Filed2026-07-07

FUTY

FIDELITY COVINGTON TRUST

8.25%

Shares21.2K

Event2026-06-30

Filed2026-07-07

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

33.64%

Shares66.4K

Event2026-06-30

Filed2026-07-07

DSI

ISHARES TR

-0.80%

Shares8.7K

Event2026-06-30

Filed2026-07-07

EME

EMCOR GROUP INC

-0.27%

Shares1.5K

Event2026-06-30

Filed2026-07-07

MDY

STATE STR SPDR S&P MIDCAP 40

-5.83%

Shares1.7K

Event2026-06-30

Filed2026-07-07

GOVI

INVESCO EXCH TRADED FD TR II

-20.34%

Shares44.7K

Event2026-06-30

Filed2026-07-07

QQA

INVESCO ACTIVELY MANAGED EXC

0.49%

Shares21.0K

Event2026-06-30

Filed2026-07-07

IHI

ISHARES TR

-8.51%

Shares24.3K

Event2026-06-30

Filed2026-07-07

QQMG

INVESCO EXCH TRADED FD TR II

4.63%

Shares23.4K

Event2026-06-30

Filed2026-07-07

URI

UNITED RENTALS INC

6.26%

Shares1.1K

Event2026-06-30

Filed2026-07-07

GOF

GUGGENHEIM STRATEGIC OPPORTU

10.04%

Shares108.6K

Event2026-06-30

Filed2026-07-07

BPRE

BLUEROCK PVT REAL ESTATE FD

1.56%

Shares90.7K

Event2026-06-30

Filed2026-07-07

ALL

ALLSTATE CORP

7.67%

Shares4.9K

Event2026-06-30

Filed2026-07-07

XLC

SELECT SECTOR SPDR TR

-43.57%

Shares10.9K

Event2026-06-30

Filed2026-07-07

VGSR

MANAGER DIRECTED PORTFOLIOS

6.20%

Shares102.0K

Event2026-06-30

Filed2026-07-07

PAVE

GLOBAL X FDS

3.98%

Shares19.7K

Event2026-06-30

Filed2026-07-07

VNT

VONTIER CORPORATION

24.65%

Shares39.8K

Event2026-06-30

Filed2026-07-07

IWV

ISHARES TR

-1.81%

Shares2.7K

Event2026-06-30

Filed2026-07-07

BBLU

EA SERIES TRUST

-0.03%

Shares70.0K

Event2026-06-30

Filed2026-07-07

SYY

SYSCO CORP

25.36%

Shares13.8K

Event2026-06-30

Filed2026-07-07

CBOE

CBOE GLOBAL MKTS INC

6.61%

Shares4.7K

Event2026-06-30

Filed2026-07-07

ESGD

ISHARES TR

-11.52%

Shares11.2K

Event2026-06-30

Filed2026-07-07

VIOO

VANGUARD ADMIRAL FDS INC

-4.76%

Shares8.3K

Event2026-06-30

Filed2026-07-07

CGGO

CAPITAL GROUP GBL GROWTH EQT

-0.71%

Shares26.8K

Event2026-06-30

Filed2026-07-07

CEG

CONSTELLATION ENERGY CORP

2.88%

Shares4.6K

Event2026-06-30

Filed2026-07-07

TFLR

T ROWE PRICE EXCHANGE-TRADED

6.15%

Shares22.4K

Event2026-06-30

Filed2026-07-07

CGDG

CAPITAL GROUP DIVIDEND GROWE

-1.05%

Shares29.8K

Event2026-06-30

Filed2026-07-07

BLACKSTONE INC

33.55%

Shares9.5K

Event2026-06-30

Filed2026-07-07

HASI

HA SUSTAINABLE INFRA CAP INC

2.10%

Shares28.4K

Event2026-06-30

Filed2026-07-07

NEM

NEWMONT CORP

-3.25%

Shares11.9K

Event2026-06-30

Filed2026-07-07

3M CO

-1.71%

Shares6.8K

Event2026-06-30

Filed2026-07-07

DIA

STATE STR SPDR DOW JONES IND

-25.66%

Shares2.1K

Event2026-06-30

Filed2026-07-07

ESAB

ESAB CORPORATION

3.03%

Shares11.1K

Event2026-06-30

Filed2026-07-07

OACP

UNIFIED SER TR

-22.70%

Shares48.3K

Event2026-06-30

Filed2026-07-07

DLN

WISDOMTREE TR

7.26%

Shares11.3K

Event2026-06-30

Filed2026-07-07

WMB

WILLIAMS COS INC

-0.65%

Shares14.5K

Event2026-06-30

Filed2026-07-07

SPOTIFY TECHNOLOGY S A

-6.31%

Shares2.3K

Event2026-06-30

Filed2026-07-07

ACWX

ISHARES TR

14.53%

Shares14.1K

Event2026-06-30

Filed2026-07-07

CRH

CRH PLC

0.18%

Shares10.0K

Event2026-06-30

Filed2026-07-07

IWP

ISHARES TR

-26.61%

Shares7.3K

Event2026-06-30

Filed2026-07-07

RAFE

PIMCO EQUITY SER

6.24%

Shares22.3K

Event2026-06-30

Filed2026-07-07

PHO

INVESCO EXCHANGE TRADED FD T

-5.04%

Shares15.3K

Event2026-06-30

Filed2026-07-07

ADOBE INC

-63.50%

Shares5.1K

Event2026-06-30

Filed2026-07-07

FBT

FIRST TR EXCHANGE-TRADED FD

255.40%

Shares4.2K

Event2026-06-30

Filed2026-07-07

IFRA

ISHARES TR

49.49%

Shares16.7K

Event2026-06-30

Filed2026-07-07

EWJ

ISHARES INC

-13.00%

Shares11.2K

Event2026-06-30

Filed2026-07-07

QYLD

GLOBAL X FDS

1.39%

Shares56.8K

Event2026-06-30

Filed2026-07-07

DDTL

INNOVATOR ETFS TRUST

0.00%

Shares47.3K

Event2026-06-30

Filed2026-07-07

SPYI

NEOS ETF TRUST

44.03%

Shares19.4K

Event2026-06-30

Filed2026-07-07

ENFR

ALPS ETF TR

15.46%

Shares27.0K

Event2026-06-30

Filed2026-07-07

CMI

CUMMINS INC

-14.59%

Shares1.4K

Event2026-06-30

Filed2026-07-07

GENERAL DYNAMICS CORP

-11.68%

Shares2.9K

Event2026-06-30

Filed2026-07-07

ROYAL BK CDA

-7.11%

Shares5.0K

Event2026-06-30

Filed2026-07-07

VBK

VANGUARD INDEX FDS

-6.49%

Shares2.8K

Event2026-06-30

Filed2026-07-07

EVR

EVERCORE INC

-9.16%

Shares2.9K

Event2026-06-30

Filed2026-07-07

FDN

FIRST TR EXCHANGE-TRADED FD

-43.55%

Shares3.7K

Event2026-06-30

Filed2026-07-07

GLW

CORNING INC

-50.04%

Shares3.9K

Event2026-06-30

Filed2026-07-07

UMI

USCF ETF TR

-1.86%

Shares16.7K

Event2026-06-30

Filed2026-07-07

ITW

ILLINOIS TOOL WKS INC

0.67%

Shares3.6K

Event2026-06-30

Filed2026-07-07

GPIX

GOLDMAN SACHS ETF TR

5.67%

Shares17.6K

Event2026-06-30

Filed2026-07-07

LQD

ISHARES TR

-10.62%

Shares9.0K

Event2026-06-30

Filed2026-07-07

SNDK

SANDISK CORP

12.63%

Shares428

Event2026-06-30

Filed2026-07-07

ICFI

ICF INTL INC

29.51%

Shares13.4K

Event2026-06-30

Filed2026-07-07

MCK

MCKESSON CORP

2.55%

Shares1.3K

Event2026-06-30

Filed2026-07-07

WIW

WESTERN AST INFL LKD OPP & I

6.31%

Shares115.2K

Event2026-06-30

Filed2026-07-07

EOG

EOG RES INC

-10.42%

Shares7.4K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-18.81%

Shares2.8K

Event2026-06-30

Filed2026-07-07

ALC

ALCON AG

18.50%

Shares14.3K

Event2026-06-30

Filed2026-07-07

ESGV

VANGUARD WORLD FD

0.77%

Shares7.2K

Event2026-06-30

Filed2026-07-07

HCA

HCA HEALTHCARE INC

-4.69%

Shares2.4K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

ASTS Call CallAST SPACEMOBILE INC6.5K sharesnew addition2026-06-302026-07-07

NVDA Call CallNVIDIA CORPORATION500 sharesnew addition2026-06-302026-07-07

SERVICENOW INC Call CallSERVICENOW INC1.0K sharesnew addition2026-06-302026-07-07

CVX Call CallCHEVRON CORPORATION500 sharesnew addition2026-06-302026-07-07

META PLATFORMS INC Call CallMETA PLATFORMS INC100 sharesnew addition2026-06-302026-07-07

INBX Call CallINHIBRX BIOSCIENCES INC300 sharesnew addition2026-06-302026-07-07

ASTS Call

AST SPACEMOBILE INC

New

Shares6.5K

Event2026-06-30

Filed2026-07-07

NVDA Call

NVIDIA CORPORATION

New

Shares500

Event2026-06-30

Filed2026-07-07

SERVICENOW INC Call

SERVICENOW INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-07

CVX Call

CHEVRON CORPORATION

New

Shares500

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC Call

META PLATFORMS INC

New

Shares100

Event2026-06-30

Filed2026-07-07

INBX Call

INHIBRX BIOSCIENCES INC

New

Shares300

Event2026-06-30

Filed2026-07-07

Put Option Holdings

LLY Put PutELI LILLY & CO5.8K shares0.00%2026-06-302026-07-07

AAPL Put PutAPPLE INC11.5K shares0.00%2026-06-302026-07-07

TXN Put PutTEXAS INSTRS INC6.2K sharesnew addition2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T2.0K sharesnew addition2026-06-302026-07-07

DIA Put PutSTATE STR SPDR DOW JONES IND1.0K sharesnew addition2026-06-302026-07-07

SMH Put PutVANECK ETF TRUST500 sharesnew addition2026-06-302026-07-07

IWM Put PutISHARES TR800 sharesnew addition2026-06-302026-07-07

CONSTELLATION BRANDS INC Put PutCONSTELLATION BRANDS INC1.2K sharesnew addition2026-06-302026-07-07

NVDA Put PutNVIDIA CORPORATION500 sharesnew addition2026-06-302026-07-07

LLY Put

ELI LILLY & CO

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-07

AAPL Put

APPLE INC

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-07

TXN Put

TEXAS INSTRS INC

New

Shares6.2K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares2.0K

Event2026-06-30

Filed2026-07-07

DIA Put

STATE STR SPDR DOW JONES IND

New

Shares1.0K

Event2026-06-30

Filed2026-07-07

SMH Put

VANECK ETF TRUST

New

Shares500

Event2026-06-30

Filed2026-07-07

IWM Put

ISHARES TR

New

Shares800

Event2026-06-30

Filed2026-07-07

CONSTELLATION BRANDS INC Put

CONSTELLATION BRANDS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-07

NVDA Put

NVIDIA CORPORATION

New

Shares500

Event2026-06-30

Filed2026-07-07