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

Currently, ELEVATION WEALTH PARTNERS, LLC holds 1305 types of securities in its portfolio with a total value $333.8M. In the most recent quarter, they have increased their positions in VO (+97.5K shares, valued at $7.9M), IUSB (+86.0K shares, valued at $4.0M), IWF (+21.6K shares, valued at $2.7M); decreased their positions in RSP (-1.9K shares, valued at $405.8K), STRL (-414 shares, valued at $347.5K), SCHX (-11.1K shares, valued at $327.9K); initiated new positions in FELG (+3.5K shares, valued at $153.3K), N/A (+895 shares, valued at $152.9K), BIV (+1.4K shares, valued at $110.4K).

1M P&L

+8.5M+2.85%

3M P&L

+732.1K+0.24%

HY P&L

-19.5M-5.94%

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/A236.2M

76.0%

2Internet Content & Information13.2M

4.2%

3Consumer Electronics8.1M

2.6%

Top Industries by Stock Count

1N/A219 stocks

18.8%

2Banks - Regional42 stocks

3.6%

3Software - Infrastructure32 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSB ISHARES TR777.1K shares12.45%2026-06-302026-07-08

FNDX SCHWAB STRATEGIC TR748.0K shares0.91%2026-06-302026-07-08

IUSG ISHARES TR118.2K shares0.32%2026-06-302026-07-08

AVDE AMERICAN CENTY ETF TR180.6K shares4.94%2026-06-302026-07-08

SCHX SCHWAB STRATEGIC TR393.0K shares-2.76%2026-06-302026-07-08

AVEM AMERICAN CENTY ETF TR109.4K shares3.12%2026-06-302026-07-08

VO VANGUARD INDEX FDS129.7K shares302.34%2026-06-302026-07-08

AAPL APPLE INC28.1K shares-0.23%2026-06-302026-07-08

Sponsored

GOOGL ALPHABET INC21.9K shares-2.04%2026-06-302026-07-08

IJR ISHARES TR49.6K shares1.28%2026-06-302026-07-08

DFSU DIMENSIONAL ETF TRUST143.4K shares-0.47%2026-06-302026-07-08

SCHH SCHWAB STRATEGIC TR235.3K shares1.81%2026-06-302026-07-08

GOOG ALPHABET INC14.3K shares-1.89%2026-06-302026-07-08

DFAU DIMENSIONAL ETF TRUST96.0K shares-0.68%2026-06-302026-07-08

FTHI FIRST TR EXCHANGE TRADED FD206.6K shares0.21%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.2K shares-0.24%2026-06-302026-07-08

Sponsored

ISHARES TR ISHARES TR44.2K shares0.56%2026-06-302026-07-08

AVUS AMERICAN CENTY ETF TR34.1K shares20.49%2026-06-302026-07-08

SCHD SCHWAB STRATEGIC TR137.2K shares0.44%2026-06-302026-07-08

ESGU ISHARES TR25.0K shares1.58%2026-06-302026-07-08

NVDA NVIDIA CORPORATION19.8K shares7.77%2026-06-302026-07-08

VEA VANGUARD TAX-MANAGED FDS53.8K shares0.46%2026-06-302026-07-08

IWF ISHARES TR28.8K shares300.95%2026-06-302026-07-08

QQQ INVESCO QQQ TR4.6K shares28.40%2026-06-302026-07-08

Sponsored

SCHB SCHWAB STRATEGIC TR115.7K shares-1.77%2026-06-302026-07-08

BNDX VANGUARD CHARLOTTE FDS66.9K shares9.66%2026-06-302026-07-08

DFAT DIMENSIONAL ETF TRUST39.7K shares-2.80%2026-06-302026-07-08

TSLA TESLA INC6.2K shares-6.16%2026-06-302026-07-08

MSFT MICROSOFT CORP6.6K shares4.32%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS6.4K shares-7.65%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL4.5K shares0.78%2026-06-302026-07-08

DFAS DIMENSIONAL ETF TRUST25.9K shares1.17%2026-06-302026-07-08

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED27.4K shares0.37%2026-06-302026-07-08

AMZN AMAZON COM INC7.9K shares6.41%2026-06-302026-07-08

ESGD ISHARES TR17.8K shares1.91%2026-06-302026-07-08

LLY ELI LILLY & CO1.4K shares155.15%2026-06-302026-07-08

IJS ISHARES TR12.1K shares0.39%2026-06-302026-07-08

STRL STERLING INFRASTRUCTURE INC1.9K shares-17.68%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON6.3K shares118.52%2026-06-302026-07-08

FNDF SCHWAB STRATEGIC TR29.5K shares-6.24%2026-06-302026-07-08

Sponsored

VONG VANGUARD SCOTTSDALE FDS10.9K shares-2.17%2026-06-302026-07-08

SCHA SCHWAB STRATEGIC TR38.0K shares0.35%2026-06-302026-07-08

ABBVIE INC ABBVIE INC5.1K shares2.45%2026-06-302026-07-08

SCHC SCHWAB STRATEGIC TR26.5K shares-1.15%2026-06-302026-07-08

AVLV AMERICAN CENTY ETF TR13.5K shares-13.03%2026-06-302026-07-08

SCHM SCHWAB STRATEGIC TR32.9K shares-2.15%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.4K shares5.61%2026-06-302026-07-08

HPE HEWLETT PACKARD ENTERPRISE C22.5K shares0.00%2026-06-302026-07-08

Sponsored

SCHK SCHWAB STRATEGIC TR28.1K shares-7.12%2026-06-302026-07-08

ELS EQUITY LIFESTYLE PROPERTIES15.3K shares2.82%2026-06-302026-07-08

MDY STATE STR SPDR S&P MIDCAP 401.4K shares-1.68%2026-06-302026-07-08

SCHF SCHWAB STRATEGIC TR33.7K shares-0.88%2026-06-302026-07-08

BROADCOM INC BROADCOM INC2.5K shares8.91%2026-06-302026-07-08

KLAC KLA CORP3.0K shares906.62%2026-06-302026-07-08

DFAC DIMENSIONAL ETF TRUST19.5K shares0.24%2026-06-302026-07-08

IWN ISHARES TR3.9K shares0.15%2026-06-302026-07-08

Sponsored

PSA PUBLIC STORAGE2.5K shares2.16%2026-06-302026-07-08

EFA ISHARES TR7.5K shares0.60%2026-06-302026-07-08

PANW PALO ALTO NETWORKS INC2.3K shares-4.64%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION829 shares2.98%2026-06-302026-07-08

KEYS KEYSIGHT TECHNOLOGIES INC2.2K shares4.69%2026-06-302026-07-08

RSP INVESCO EXCHANGE TRADED FD T3.6K shares-34.78%2026-06-302026-07-08

INTC INTEL CORP5.3K shares210.74%2026-06-302026-07-08

BSV VANGUARD BD INDEX FDS8.9K shares610.43%2026-06-302026-07-08

Sponsored

IYR ISHARES TR6.8K shares0.00%2026-06-302026-07-08

ITOT ISHARES TR4.2K shares-0.38%2026-06-302026-07-08

VNQ VANGUARD INDEX FDS7.0K shares4.29%2026-06-302026-07-08

FNDB SCHWAB STRATEGIC TR21.8K shares3.50%2026-06-302026-07-08

QUANTA SVCS INC QUANTA SVCS INC911 shares-7.89%2026-06-302026-07-08

EEM ISHARES TR9.6K shares-2.49%2026-06-302026-07-08

ETN EATON CORP PLC1.5K shares1.27%2026-06-302026-07-08

CVX CHEVRON CORPORATION3.9K shares3.83%2026-06-302026-07-08

Sponsored

ESGE ISHARES INC11.4K shares0.18%2026-06-302026-07-08

ISHARES TR ISHARES TR6.4K shares-5.47%2026-06-302026-07-08

FPEI FIRST TR EXCH TRADED FD III31.4K shares-5.69%2026-06-302026-07-08

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC4.5K shares7.46%2026-06-302026-07-08

VB VANGUARD INDEX FDS1.9K shares-2.56%2026-06-302026-07-08

FICO FAIR ISAAC CORP449 shares-28.62%2026-06-302026-07-08

DFSI DIMENSIONAL ETF TRUST11.8K shares1.20%2026-06-302026-07-08

MCD MCDONALDS CORP1.9K shares-1.12%2026-06-302026-07-08

Sponsored

PLD PROLOGIS INC.3.9K shares0.08%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC883 shares0.57%2026-06-302026-07-08

VBR VANGUARD INDEX FDS2.0K shares-1.03%2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC844 shares10.33%2026-06-302026-07-08

AVUV AMERICAN CENTY ETF TR3.9K shares0.36%2026-06-302026-07-08

HPQ HP INC21.9K shares10.31%2026-06-302026-07-08

MU MICRON TECHNOLOGY INC414 shares245.00%2026-06-302026-07-08

TOST TOAST INC16.8K shares14.43%2026-06-302026-07-08

Sponsored

IWM ISHARES TR1.5K shares4.23%2026-06-302026-07-08

VOE VANGUARD INDEX FDS2.2K shares-11.31%2026-06-302026-07-08

RSPT INVESCO EXCHANGE TRADED FD T6.3K shares11.04%2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC3.4K shares154.15%2026-06-302026-07-08

SPG SIMON PPTY GROUP INC NEW1.7K shares0.17%2026-06-302026-07-08

VT VANGUARD INTL EQUITY INDEX F2.4K shares0.00%2026-06-302026-07-08

VISA INC VISA INC1.1K shares19.06%2026-06-302026-07-08

EFV ISHARES TR4.8K shares2.67%2026-06-302026-07-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.3K shares144.15%2026-06-302026-07-08

VNQI VANGUARD INTL EQUITY INDEX F7.9K shares6.15%2026-06-302026-07-08

RTX CORPORATION RTX CORPORATION1.9K shares11.79%2026-06-302026-07-08

CGCP CAPITAL GRP FIXED INCM ETF T15.7K shares0.80%2026-06-302026-07-08

SMH VANECK ETF TRUST533 shares0.00%2026-06-302026-07-08

DEM WISDOMTREE TR6.5K shares-4.06%2026-06-302026-07-08

MRVL MARVELL TECHNOLOGY INC1.2K shares-7.59%2026-06-302026-07-08

SERVICENOW INC SERVICENOW INC3.4K shares8251.22%2026-06-302026-07-08

Sponsored

DFAI DIMENSIONAL ETF TRUST8.2K shares-0.45%2026-06-302026-07-08

PEP PEPSICO INC2.4K shares65.04%2026-06-302026-07-08

DFUS DIMENSIONAL ETF TRUST3.9K shares0.26%2026-06-302026-07-08

GS GOLDMAN SACHS GROUP INC300 shares9.09%2026-06-302026-07-08

PG PROCTER & GAMBLE CO2.1K shares21.63%2026-06-302026-07-08

ONTO ONTO INNOVATION INC786 shares0.00%2026-06-302026-07-08

HD HOME DEPOT INC840 shares-4.22%2026-06-302026-07-08

IWD ISHARES TR1.2K shares-1.56%2026-06-302026-07-08

Sponsored

MRK MERCK & CO INC2.2K shares80.57%2026-06-302026-07-08

BA BOEING CO1.2K shares237.57%2026-06-302026-07-08

AVB AVALONBAY CMNTYS INC1.4K shares-27.28%2026-06-302026-07-08

DIS DISNEY WALT CO2.7K shares0.52%2026-06-302026-07-08

SCHG SCHWAB STRATEGIC TR7.5K shares-2.31%2026-06-302026-07-08

ASML ASML HLDG NV127 shares17.59%2026-06-302026-07-08

DUK DUKE ENERGY CORP NEW1.9K shares9.76%2026-06-302026-07-08

TGT TARGET CORP1.9K shares0.38%2026-06-302026-07-08

Sponsored

KRE SPDR SERIES TRUST3.2K shares0.00%2026-06-302026-07-08

BAC BANK OF AMER CORP4.1K shares12.20%2026-06-302026-07-08

SCHW SCHWAB CHARLES CORP2.5K shares-1.63%2026-06-302026-07-08

IVE ISHARES TR1.0K shares0.40%2026-06-302026-07-08

VTV VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-07-08

TSM TAIWAN SEMICONDUCTOR MANUFAC470 shares70.91%2026-06-302026-07-08

CL COLGATE PALMOLIVE CO2.4K shares22.95%2026-06-302026-07-08

RYTM RHYTHM PHARMACEUTICALS INC2.0K shares0.00%2026-06-302026-07-08

Sponsored

C CITIGROUP INC1.6K shares29.38%2026-06-302026-07-08

DIA STATE STR SPDR DOW JONES IND412 shares4.57%2026-06-302026-07-08

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.8K shares-29.49%2026-06-302026-07-08

IWO ISHARES TR536 shares0.00%2026-06-302026-07-08

DFAX DIMENSIONAL ETF TRUST5.7K shares250.95%2026-06-302026-07-08

AIQ GLOBAL X FDS3.2K shares0.00%2026-06-302026-07-08

ADI ANALOG DEVICES INC521 shares17.08%2026-06-302026-07-08

DISV DIMENSIONAL ETF TRUST5.1K shares1.26%2026-06-302026-07-08

Sponsored

ABT ABBOTT LABORATORIES2.3K shares-1.27%2026-06-302026-07-08

TWLO TWILIO INC986 shares38.87%2026-06-302026-07-08

PPA INVESCO EXCHANGE TRADED FD T1.1K shares0.09%2026-06-302026-07-08

VOO VANGUARD INDEX FDS290 shares21.34%2026-06-302026-07-08

NEXTERA ENERGY INC NEXTERA ENERGY INC2.3K shares3.95%2026-06-302026-07-08

TNGY TORTOISE CAPITAL SERIES TRUS20.1K shares-11.01%2026-06-302026-07-08

VOT VANGUARD INDEX FDS615 shares0.00%2026-06-302026-07-08

LABCORP HOLDINGS INC LABCORP HOLDINGS INC668 shares-1.91%2026-06-302026-07-08

Sponsored

CAT CATERPILLAR INC167 shares27.48%2026-06-302026-07-08

NBIS NEBIUS GROUP N.V.642 shares0.00%2026-06-302026-07-08

GLD SPDR GOLD TR478 shares0.00%2026-06-302026-07-08

IGM ISHARES TR1.1K shares0.00%2026-06-302026-07-08

VEU VANGUARD INTL EQUITY INDEX F2.0K shares0.44%2026-06-302026-07-08

DOV DOVER CORP762 shares0.00%2026-06-302026-07-08

CSX CSX CORP3.5K shares0.00%2026-06-302026-07-08

DFEM DIMENSIONAL ETF TRUST4.1K shares0.34%2026-06-302026-07-08

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F2.8K shares2.27%2026-06-302026-07-08

VEEV VEEVA SYS INC899 shares-0.22%2026-06-302026-07-08

MASTERCARD INCORPORATED MASTERCARD INCORPORATED310 shares7.64%2026-06-302026-07-08

GILD GILEAD SCIENCES INC1.2K shares9.49%2026-06-302026-07-08

DFIC DIMENSIONAL ETF TRUST4.1K shares0.58%2026-06-302026-07-08

FELG FIDELITY COVINGTON TRUST3.5K sharesnew addition2026-06-302026-07-08

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC368 shares50.20%2026-06-302026-07-08

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP895 sharesnew addition2026-06-302026-07-08

Sponsored

RGA REINSURANCE GROUP AMER INC702 shares9.52%2026-06-302026-07-08

VGT VANGUARD WORLD FD1.2K shares660.74%2026-06-302026-07-08

STIP ISHARES TR1.4K shares-20.77%2026-06-302026-07-08

JMST J P MORGAN EXCHANGE TRADED F2.8K shares0.00%2026-06-302026-07-08

XLV SELECT SECTOR SPDR TR894 shares0.22%2026-06-302026-07-08

IWS ISHARES TR848 shares0.24%2026-06-302026-07-08

FPE FIRST TR EXCH TRADED FD III7.6K shares0.64%2026-06-302026-07-08

EPD ENTERPRISE PRODS PARTNERS L3.5K shares1.43%2026-06-302026-07-08

Sponsored

WMT WALMART INC1.1K shares12.26%2026-06-302026-07-08

XLF SELECT SECTOR SPDR TR2.3K shares14.05%2026-06-302026-07-08

UST PROSHARES TR2.9K shares0.73%2026-06-302026-07-08

AOR ISHARES TR1.7K shares0.23%2026-06-302026-07-08

TJX TJX COS INC NEW797 shares44.12%2026-06-302026-07-08

EQR EQUITY RESIDENTIAL1.8K shares1.14%2026-06-302026-07-08

FNDE SCHWAB STRATEGIC TR3.0K shares-10.33%2026-06-302026-07-08

ED CONSOLIDATED EDISON INC1.1K shares61.20%2026-06-302026-07-08

Sponsored

VIS VANGUARD WORLD FD327 shares0.00%2026-06-302026-07-08

OKTA OKTA INC852 shares45.39%2026-06-302026-07-08

AOA ISHARES TR1.2K shares0.34%2026-06-302026-07-08

AMGN AMGEN INC315 shares14.13%2026-06-302026-07-08

SHLD GLOBAL X FDS1.9K shares0.00%2026-06-302026-07-08

3M CO 3M CO694 shares3.27%2026-06-302026-07-08

SPDR SERIES TRUST SPDR SERIES TRUST1.3K shares250.55%2026-06-302026-07-08

ICVT ISHARES TR913 shares0.22%2026-06-302026-07-08

Sponsored

BIV VANGUARD BD INDEX FDS1.4K sharesnew addition2026-06-302026-07-08

IJH ISHARES TR1.4K shares0.00%2026-06-302026-07-08

AVSU AMERICAN CENTY ETF TR1.2K shares19.09%2026-06-302026-07-08

IWR ISHARES TR965 shares0.00%2026-06-302026-07-08

PM PHILIP MORRIS INTL INC562 shares168.90%2026-06-302026-07-08

GLW CORNING INC394 shares1870.00%2026-06-302026-07-08

CI THE CIGNA GROUP365 shares60.09%2026-06-302026-07-08

BXP BXP INC1.5K shares-1.50%2026-06-302026-07-08

Sponsored

MDLZ MONDELEZ INTL INC1.7K shares1.91%2026-06-302026-07-08

LRCX LAM RESEARCH CORP228 shares64.03%2026-06-302026-07-08

GE GE AEROSPACE264 shares48.31%2026-06-302026-07-08

LMT LOCKHEED MARTIN CORP193 shares109.78%2026-06-302026-07-08

REET ISHARES TR3.5K shares0.45%2026-06-302026-07-08

AEE AMEREN CORP854 shares89.36%2026-06-302026-07-08

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC124 shares8.77%2026-06-302026-07-08

EBAY EBAY INC.834 shares49.73%2026-06-302026-07-08

Sponsored

EGP EASTGROUP PPTYS INC458 shares94.89%2026-06-302026-07-08

PRF INVESCO EXCHANGE TRADED FD T1.7K shares0.12%2026-06-302026-07-08

SBUX STARBUCKS CORP890 shares72.82%2026-06-302026-07-08

KO COCA COLA CO1.1K shares187.82%2026-06-302026-07-08

ALPS ETF TR ALPS ETF TR1.7K shares-6.56%2026-06-302026-07-08

DHR DANAHER CORP DEL464 shares81.96%2026-06-302026-07-08

GEV GE VERNOVA INC75 shares15.38%2026-06-302026-07-08

AVGE AMERICAN CENTY ETF TR881 sharesnew addition2026-06-302026-07-08

Sponsored

XBI SPDR SERIES TRUST537 shares0.19%2026-06-302026-07-08

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS699 shares0.00%2026-06-302026-07-08

IWP ISHARES TR575 shares0.00%2026-06-302026-07-08

BMY BRISTOL-MYERS SQUIBB CO1.4K shares22.47%2026-06-302026-07-08

CHUBB LIMITED CHUBB LIMITED239 shares42.26%2026-06-302026-07-08

T AT&T INC3.9K shares23.18%2026-06-302026-07-08

SCZ ISHARES TR976 shares1.35%2026-06-302026-07-08

CCEP COCA-COLA EUROPACIFIC PARTNE800 shares9.14%2026-06-302026-07-08

Sponsored

BOTZ GLOBAL X FDS2.1K shares0.00%2026-06-302026-07-08

MMC MARSH & MCLENNAN COS INC476 shares53.05%2026-06-302026-07-08

DRI DARDEN RESTAURANTS INC382 shares56.56%2026-06-302026-07-08

OXY OCCIDENTAL PETE CORP1.6K shares15.77%2026-06-302026-07-08

DELL DELL TECHNOLOGIES INC180 shares5900.00%2026-06-302026-07-08

PWZ INVESCO EXCH TRADED FD TR II3.1K shares0.97%2026-06-302026-07-08

TTC TORO CO787 shares191.48%2026-06-302026-07-08

VICR VICOR CORP200 sharesnew addition2026-06-302026-07-08

Sponsored

VUSB VANGUARD BD INDEX FDS1.5K sharesnew addition2026-06-302026-07-08

DVY ISHARES TR480 shares0.42%2026-06-302026-07-08

BOND PIMCO ETF TR809 shares1.25%2026-06-302026-07-08

AON AON PLC221 shares35.58%2026-06-302026-07-08

SPGM SPDR INDEX SHS FDS855 shares0.00%2026-06-302026-07-08

KMI KINDER MORGAN INC DEL2.3K shares14.81%2026-06-302026-07-08

LEN LENNAR CORP796 shares1272.41%2026-06-302026-07-08

PAVE GLOBAL X FDS1.2K shares0.00%2026-06-302026-07-08

Sponsored

FAST FASTENAL CO1.5K shares115.56%2026-06-302026-07-08

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST939 sharesnew addition2026-06-302026-07-08

AJG GALLAGHER ARTHUR J & CO301 shares0.00%2026-06-302026-07-08

SNDK SANDISK CORP30 shares114.29%2026-06-302026-07-08

NJR NEW JERSEY RES CORP1.2K shares0.00%2026-06-302026-07-08

FXU FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-06-302026-07-08

IFRA ISHARES TR1.1K shares0.28%2026-06-302026-07-08

VOOG VANGUARD ADMIRAL FDS INC816 shares500.00%2026-06-302026-07-08

Sponsored

APPLIED MATLS INC APPLIED MATLS INC93 shares34.78%2026-06-302026-07-08

XLK SELECT SECTOR SPDR TR346 shares13.07%2026-06-302026-07-08

UNITY SOFTWARE INC UNITY SOFTWARE INC2.3K shares105.21%2026-06-302026-07-08

MSI MOTOROLA SOLUTIONS INC156 shares0.65%2026-06-302026-07-08

COIN COINBASE GLOBAL INC442 shares0.91%2026-06-302026-07-08

TXN TEXAS INSTRS INC216 shares30.12%2026-06-302026-07-08

IOT SAMSARA INC2.0K shares8.41%2026-06-302026-07-08

TDIV FIRST TR EXCHANGE TRADED FD557 shares0.36%2026-06-302026-07-08

Sponsored

LOW LOWES COS INC290 shares-4.92%2026-06-302026-07-08

MTD METTLER TOLEDO INTERNATIONAL50 shares-5.66%2026-06-302026-07-08

HWM HOWMET AEROSPACE INC236 shares223.29%2026-06-302026-07-08

VYMI VANGUARD WHITEHALL FDS642 shares0.47%2026-06-302026-07-08

CPB THE CAMPBELLS COMPANY2.8K sharesnew addition2026-06-302026-07-08

WT WISDOMTREE INC3.6K shares0.17%2026-06-302026-07-08

FDN FIRST TR EXCHANGE-TRADED FD232 shares0.00%2026-06-302026-07-08

QCOM QUALCOMM INC331 shares206.48%2026-06-302026-07-08

Sponsored

ITW ILLINOIS TOOL WKS INC226 shares976.19%2026-06-302026-07-08

CRWV COREWEAVE INC614 shares0.00%2026-06-302026-07-08

SERVICETITAN INC SERVICETITAN INC863 shares20.03%2026-06-302026-07-08

USHY ISHARES TR1.6K shares1.74%2026-06-302026-07-08

UNP UNION PAC CORP222 shares36.20%2026-06-302026-07-08

RDVI FIRST TR EXCHANGE-TRADED FD2.1K shares0.00%2026-06-302026-07-08

DGRO ISHARES TR796 shares0.38%2026-06-302026-07-08

EOG EOG RES INC465 shares27.05%2026-06-302026-07-08

Sponsored

DVA DAVITA INC271 shares0.00%2026-06-302026-07-08

MS MORGAN STANLEY288 shares94.59%2026-06-302026-07-08

RAAX VANECK ETF TRUST1.5K shares0.00%2026-06-302026-07-08

KHC KRAFT HEINZ CO2.5K shares1052.73%2026-06-302026-07-08

AVT AVNET INC666 shares38.46%2026-06-302026-07-08

ARW ARROW ELECTRS INC276 shares137.93%2026-06-302026-07-08

MO ALTRIA GROUP INC802 shares55.43%2026-06-302026-07-08

APLD APPLIED DIGITAL CORP1.5K shares0.00%2026-06-302026-07-08

Sponsored

ADP AUTOMATIC DATA PROCESSING IN255 shares249.32%2026-06-302026-07-08

10X GENOMICS INC 10X GENOMICS INC1.5K shares332.27%2026-06-302026-07-08

EW EDWARDS LIFESCIENCES CORP624 shares563.83%2026-06-302026-07-08

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC458 shares35.10%2026-06-302026-07-08

CUBE CUBESMART1.4K shares38.11%2026-06-302026-07-08

MNST MONSTER BEVERAGE CORP NEW574 shares215.38%2026-06-302026-07-08

XME SPDR SERIES TRUST513 shares0.00%2026-06-302026-07-08

KRC KILROY REALTY CORP1.5K shares205.43%2026-06-302026-07-08

Sponsored

EMR EMERSON ELEC CO382 shares315.22%2026-06-302026-07-08

SOXX ISHARES TR85 shares203.57%2026-06-302026-07-08

ATR APTARGROUP INC435 shares1791.30%2026-06-302026-07-08

CAG CONAGRA BRANDS INC4.0K shares158.25%2026-06-302026-07-08

JPST J P MORGAN EXCHANGE TRADED F1.1K shares-54.42%2026-06-302026-07-08

EFAV ISHARES TR614 shares0.00%2026-06-302026-07-08

CCK CROWN HLDGS INC481 shares628.79%2026-06-302026-07-08

NUSC NUSHARES ETF TR1.0K shares0.00%2026-06-302026-07-08

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION363 shares359.49%2026-06-302026-07-08

S&P GLOBAL INC S&P GLOBAL INC130 shares31.31%2026-06-302026-07-08

SNA SNAP ON INC131 shares773.33%2026-06-302026-07-08

SYF SYNCHRONY FINANCIAL693 shares65.79%2026-06-302026-07-08

ORLY OREILLY AUTOMOTIVE INC564 shares694.37%2026-06-302026-07-08

GD GENERAL DYNAMICS CORP146 shares265.00%2026-06-302026-07-08

COF CAPITAL ONE FINL CORP256 shares137.04%2026-06-302026-07-08

CRM SALESFORCE INC327 shares43.42%2026-06-302026-07-08

Sponsored

FFIV F5 INC123 shares373.08%2026-06-302026-07-08

SMG SCOTTS MIRACLE-GRO CO751 shares394.08%2026-06-302026-07-08

NNN NNN REIT INC1.1K shares621.85%2026-06-302026-07-08

NWSA NEWS CORP NEW2.0K shares282.67%2026-06-302026-07-08

ALL ALLSTATE CORP211 shares390.70%2026-06-302026-07-08

JBL JABIL INC130 shares27.45%2026-06-302026-07-08

SWKS SKYWORKS SOLUTIONS INC739 sharesnew addition2026-06-302026-07-08

GPK GRAPHIC PACKAGING HLDG CO4.7K shares2165.07%2026-06-302026-07-08

Sponsored

ANET ARISTA NETWORKS INC294 shares122.73%2026-06-302026-07-08

BBY BEST BUY INC644 shares2120.69%2026-06-302026-07-08

EWA ISHARES INC1.7K shares1.42%2026-06-302026-07-08

WDAY WORKDAY INC395 shares1096.97%2026-06-302026-07-08

AMERICAN HOMES 4 RENT AMERICAN HOMES 4 RENT1.4K shares198.96%2026-06-302026-07-08

WSM WILLIAMS SONOMA INC207 shares1193.75%2026-06-302026-07-08

BIIB BIOGEN INC223 shares9.31%2026-06-302026-07-08

WST WEST PHARMACEUTICAL SVSC INC133 shares1377.78%2026-06-302026-07-08

Sponsored

VXUS VANGUARD STAR FDS555 shares0.00%2026-06-302026-07-08

ESS ESSEX PPTY TR INC162 shares523.08%2026-06-302026-07-08

CUZ COUSINS PPTYS INC1.6K shares92.30%2026-06-302026-07-08

ABNB AIRBNB INC326 shares145.11%2026-06-302026-07-08

AGO ASSURED GUARANTY LTD581 shares309.15%2026-06-302026-07-08

DGRW WISDOMTREE TR487 shares0.41%2026-06-302026-07-08

CF CF INDUSTRIES HOLD430 shares39.61%2026-06-302026-07-08

LSTR LANDSTAR SYS INC224 shares41.77%2026-06-302026-07-08

Sponsored

DLTR DOLLAR TREE INC383 shares1915.79%2026-06-302026-07-08

FI FISERV INC944 shares537.84%2026-06-302026-07-08

DFSB DIMENSIONAL ETF TRUST887 shares1.14%2026-06-302026-07-08

BLK BLACKROCK INC48 shares-14.29%2026-06-302026-07-08

XEL XCEL ENERGY INC572 shares0.00%2026-06-302026-07-08

VGSH VANGUARD SCOTTSDALE FDS789 shares0.38%2026-06-302026-07-08

EXPE EXPEDIA GROUP INC179 shares272.92%2026-06-302026-07-08

LIN LINDE PLC88 shares79.59%2026-06-302026-07-08

Sponsored

NDSN NORDSON CORP150 shares2400.00%2026-06-302026-07-08

SYY SYSCO CORP540 shares-13.74%2026-06-302026-07-08

ROST ROSS STORES INC211 shares402.38%2026-06-302026-07-08

IJJ ISHARES TR304 shares0.00%2026-06-302026-07-08

APD AIR PRODUCTS AND CHEMICALS I152 shares0.00%2026-06-302026-07-08

TFC TRUIST FINL CORP892 shares44.57%2026-06-302026-07-08

OHI OMEGA HEALTHCARE INVS INC924 shares645.16%2026-06-302026-07-08

CLBT CELLEBRITE DI LTD3.0K sharesnew addition2026-06-302026-07-08

Sponsored

ROKU ROKU INC318 shares208.74%2026-06-302026-07-08

CNH CNH INDL N V3.9K shares15.39%2026-06-302026-07-08

CRUS CIRRUS LOGIC INC295 shares72.51%2026-06-302026-07-08

DATADOG INC DATADOG INC168 shares2700.00%2026-06-302026-07-08

ROK ROCKWELL AUTOMATION INC88 shares700.00%2026-06-302026-07-08

TPR TAPESTRY INC297 shares336.76%2026-06-302026-07-08

JBHT HUNT J B TRANS SVCS INC150 shares500.00%2026-06-302026-07-08

ST SENSATA TECHNOLOGIES HLDG PL901 shares272.31%2026-06-302026-07-08

Sponsored

ILMN ILLUMINA INC244 shares52.50%2026-06-302026-07-08

APH AMPHENOL CORP241 shares54.49%2026-06-302026-07-08

ORACLE CORP ORACLE CORP289 shares7.43%2026-06-302026-07-08

IUSV ISHARES TR384 shares0.00%2026-06-302026-07-08

CNC CENTENE CORP DEL658 shares564.65%2026-06-302026-07-08

GQRE FLEXSHARES TR660 shares0.46%2026-06-302026-07-08

RS RELIANCE INC113 shares15.31%2026-06-302026-07-08

XLI SELECT SECTOR SPDR TR225 shares125.00%2026-06-302026-07-08

Sponsored

COP CONOCOPHILLIPS400 shares74.67%2026-06-302026-07-08

BBWI BATH & BODY WORKS INC1.8K shares5278.79%2026-06-302026-07-08

PFE PFIZER INC1.7K shares114.90%2026-06-302026-07-08

TDC TERADATA CORP DEL1.2K shares587.21%2026-06-302026-07-08

CW CURTISS WRIGHT CORP54 shares237.50%2026-06-302026-07-08

CLX CLOROX CO DEL427 shares994.87%2026-06-302026-07-08

VZ VERIZON COMMUNICATIONS INC960 shares5.03%2026-06-302026-07-08

ELV ELEVANCE HEALTH INC FORMERLY105 shares600.00%2026-06-302026-07-08

Sponsored

NKE NIKE INC989 shares34.56%2026-06-302026-07-08

LAMR LAMAR ADVERTISING CO259 shares451.06%2026-06-302026-07-08

PCOR PROCORE TECHNOLOGIES INC985 shares9.20%2026-06-302026-07-08

GGG GRACO INC528 shares2540.00%2026-06-302026-07-08

HRB BLOCK H & R INC1.0K shares34.54%2026-06-302026-07-08

PAYX PAYCHEX INC400 shares45.45%2026-06-302026-07-08

PII POLARIS INC571 shares471.00%2026-06-302026-07-08

TEAM ATLASSIAN CORPORATION502 sharesnew addition2026-06-302026-07-08

Sponsored

CDNS CADENCE DESIGN SYSTEM INC104 shares15.56%2026-06-302026-07-08

ACUITY INC ACUITY INC103 shares110.20%2026-06-302026-07-08

CTAS CINTAS CORP228 shares686.21%2026-06-302026-07-08

BK BANK OF NY MELLON CORP268 shares127.12%2026-06-302026-07-08

WWD WOODWARD INC91 shares550.00%2026-06-302026-07-08

VMI VALMONT INDS INC67 shares179.17%2026-06-302026-07-08

SPSM SPDR SERIES TRUST670 shares0.00%2026-06-302026-07-08

QRVO QORVO INC413 shares300.97%2026-06-302026-07-08

Sponsored

MAN MANPOWERGROUP INC WIS1.1K shares2007.41%2026-06-302026-07-08

REG REGENCY CTRS CORP481 shares541.33%2026-06-302026-07-08

IAC PEOPLE INC826 shares2.61%2026-06-302026-07-08

EPR EPR PPTYS657 shares753.25%2026-06-302026-07-08

IBIT ISHARES BITCOIN TRUST ETF1.1K shares3.45%2026-06-302026-07-08

CGGO CAPITAL GROUP GBL GROWTH EQT894 shares0.00%2026-06-302026-07-08

TKR TIMKEN CO260 shares420.00%2026-06-302026-07-08

USB US BANCORP616 shares633.33%2026-06-302026-07-08

Sponsored

GLPI GAMING & LEISURE P832 shares-31.97%2026-06-302026-07-08

CVS CVS HEALTH CORP356 shares41.83%2026-06-302026-07-08

WFC WELLS FARGO & CO444 shares20.33%2026-06-302026-07-08

NVT NVENT ELEC PLC216 shares554.55%2026-06-302026-07-08

ICF ISHARES TR540 shares0.56%2026-06-302026-07-08

DFAW DIMENSIONAL ETF TRUST440 shares-17.14%2026-06-302026-07-08

CAH CARDINAL HEALTH INC153 shares282.50%2026-06-302026-07-08

YUM YUM BRANDS INC227 shares44.59%2026-06-302026-07-08

Sponsored

MTCH MATCH GROUP INC NEW951 shares1319.40%2026-06-302026-07-08

PPG PPG INDS INC298 shares1468.42%2026-06-302026-07-08

GM GENERAL MTRS CO464 shares70.59%2026-06-302026-07-08

PCTY PAYLOCITY HLDG CORP342 shares500.00%2026-06-302026-07-08

IRM IRON MTN INC DEL283 shares444.23%2026-06-302026-07-08

GWW WW GRAINGER INC26 shares420.00%2026-06-302026-07-08

TNL TRAVEL PLUS LEISURE CO462 shares413.33%2026-06-302026-07-08

DOCN DIGITALOCEAN HLDGS INC224 shares0.00%2026-06-302026-07-08

Sponsored

ARAMARK ARAMARK618 shares2842.86%2026-06-302026-07-08

OKLO OKLO INC671 shares-4.69%2026-06-302026-07-08

DBMF LITMAN GREGORY FDS TR1.1K shares0.00%2026-06-302026-07-08

RHI ROBERT HALF INC.1.1K shares605.59%2026-06-302026-07-08

AGCO AGCO CORP290 shares400.00%2026-06-302026-07-08

CGNX COGNEX CORP478 shares635.38%2026-06-302026-07-08

FIVE FIVE BELOW INC192 shares966.67%2026-06-302026-07-08

FXR FIRST TR EXCHANGE-TRADED FD378 shares0.00%2026-06-302026-07-08

Sponsored

TER TERADYNE INC71 shares1320.00%2026-06-302026-07-08

CPRT COPART INC1.2K shares882.26%2026-06-302026-07-08

EQT EQT CORP641 shares-7.10%2026-06-302026-07-08

FLOT ISHARES TR667 shares1.06%2026-06-302026-07-08

SDVY FIRST TR EXCHANGE TRADED FD788 shares0.00%2026-06-302026-07-08

F FORD MTR CO2.4K shares16.01%2026-06-302026-07-08

GATX GATX CORP190 shares0.00%2026-06-302026-07-08

DAL DELTA AIR LINES INC358 shares195.87%2026-06-302026-07-08

Sponsored

CHKP CHECK POINT SOFTWARE TECH LT254 shares42.70%2026-06-302026-07-08

RPM RPM INTL INC300 shares669.23%2026-06-302026-07-08

ZBH ZIMMER BIOMET HOLDINGS INC386 shares145.86%2026-06-302026-07-08

GPC GENUINE PARTS CO281 shares510.87%2026-06-302026-07-08

TXT TEXTRON INC361 shares522.41%2026-06-302026-07-08

TMO THERMO FISHER SCIENTIFIC INC66 shares0.00%2026-06-302026-07-08

FTNT FORTINET INC215 shares53.57%2026-06-302026-07-08

GL GLOBE LIFE INC184 shares0.00%2026-06-302026-07-08

Sponsored

MOH MOLINA HEALTHCARE INC144 shares118.18%2026-06-302026-07-08

VCSH VANGUARD SCOTTSDALE FDS417 shares1.21%2026-06-302026-07-08

FDS FACTSET RESH SYS INC143 shares-13.86%2026-06-302026-07-08

Q QNITY ELECTRONICS INC201 shares9.84%2026-06-302026-07-08

CMI CUMMINS INC46 shares91.67%2026-06-302026-07-08

CATH GLOBAL X FDS369 shares0.00%2026-06-302026-07-08

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC239 sharesnew addition2026-06-302026-07-08

TT TRANE TECHNOLOGIES PLC66 shares153.85%2026-06-302026-07-08

Sponsored

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP102 shares363.64%2026-06-302026-07-08

NETFLIX INC. NETFLIX INC.451 shares-63.09%2026-06-302026-07-08

HIW HIGHWOODS PPTYS INC1.1K shares752.00%2026-06-302026-07-08

AVY AVERY DENNISON CORP196 shares684.00%2026-06-302026-07-08

BB BLACKBERRY LTD2.5K sharesnew addition2026-06-302026-07-08

VSAT VIASAT INC352 shares935.29%2026-06-302026-07-08

AVSE AMERICAN CENTY ETF TR384 shares-25.15%2026-06-302026-07-08

WDC WESTERN DIGITAL CORP49 shares0.00%2026-06-302026-07-08

Sponsored

AME AMETEK INC129 shares239.47%2026-06-302026-07-08

FBIN FORTUNE BRANDS INNOVATIONS I560 shares-9.09%2026-06-302026-07-08

NEM NEWMONT CORP328 shares137.68%2026-06-302026-07-08

ALLEGION PLC ALLEGION PLC212 shares1666.67%2026-06-302026-07-08

PYPL PAYPAL HLDGS INC690 shares84.99%2026-06-302026-07-08

GFS GLOBALFOUNDRIES INC361 shares0.00%2026-06-302026-07-08

CFG CITIZENS FINL GROUP INC424 shares319.80%2026-06-302026-07-08

STT STATE STR CORP175 shares153.62%2026-06-302026-07-08

Sponsored

POOL CORP POOL CORP138 shares2660.00%2026-06-302026-07-08

ETH GRAYSCALE ETHEREUM STAKING2.0K shares5.51%2026-06-302026-07-08

DT DYNATRACE INC674 shares10.49%2026-06-302026-07-08

NTRA NATERA INC109 sharesnew addition2026-06-302026-07-08

XYZ BLOCK INC389 shares301.03%2026-06-302026-07-08

IQV IQVIA HLDGS INC153 shares218.75%2026-06-302026-07-08

UBER UBER TECHNOLOGIES INC409 shares209.85%2026-06-302026-07-08

COO COOPER COS INC408 shares1136.36%2026-06-302026-07-08

Sponsored

MIDD MIDDLEBY CORP170 shares553.85%2026-06-302026-07-08

JHG JANUS HENDERSON GROUP PLC561 shares215.17%2026-06-302026-07-08

MSM MSC INDL DIRECT INC245 shares89.92%2026-06-302026-07-08

PGR PROGRESSIVE CORP132 shares32.00%2026-06-302026-07-08

UAL UNITED AIRLS HLDGS INC212 shares393.02%2026-06-302026-07-08

FNB F N B CORP1.5K shares0.00%2026-06-302026-07-08

OTIS OTIS WORLDWIDE CORP402 shares1910.00%2026-06-302026-07-08

PTA COHEN & STEERS TAX ADVAN PFD1.5K sharesnew addition2026-06-302026-07-08

Sponsored

LHX L3HARRIS TECHNOLOGIES INC99 shares80.00%2026-06-302026-07-08

ZION ZIONS BANCORPORATION NATL AS415 shares528.79%2026-06-302026-07-08

CORTEVA INC CORTEVA INC339 shares334.62%2026-06-302026-07-08

UHS UNIVERSAL HLTH SVCS INC193 shares503.13%2026-06-302026-07-08

ECL ECOLAB INC103 shares-5.50%2026-06-302026-07-08

XNTK SPDR SERIES TRUST73 shares0.00%2026-06-302026-07-08

ROBT FIRST TR EXCHANGE TRADED FD507 shares0.00%2026-06-302026-07-08

DFAR DIMENSIONAL ETF TRUST1.1K shares0.55%2026-06-302026-07-08

Sponsored

HLT HILTON WORLDWIDE HLDGS INC86 shares1128.57%2026-06-302026-07-08

AVSD AMERICAN CENTY ETF TR355 shares-25.42%2026-06-302026-07-08

MAA MID-AMER APT CMNTYS INC201 shares593.10%2026-06-302026-07-08

PEG PUBLIC SVC ENTERPRISE GROUP344 shares240.59%2026-06-302026-07-08

DE DEERE & CO44 shares7.32%2026-06-302026-07-08

SOLV SOLVENTUM CORP361 shares28.93%2026-06-302026-07-08

WMB WILLIAMS COS INC373 shares27.74%2026-06-302026-07-08

EXC EXELON CORP594 shares440.00%2026-06-302026-07-08

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL51 shares6.25%2026-06-302026-07-08

ATO ATMOS ENERGY CORP160 shares627.27%2026-06-302026-07-08

COR CENCORA INC97 shares506.25%2026-06-302026-07-08

FHB FIRST HAWAIIAN INC933 shares378.46%2026-06-302026-07-08

VRTX VERTEX PHARMACEUTICALS INC55 shares103.70%2026-06-302026-07-08

HACK AMPLIFY ETF TR260 shares0.00%2026-06-302026-07-08

RPRX ROYALTY PHARMA PLC486 shares0.00%2026-06-302026-07-08

SEIC SEI INVTS CO309 shares96.82%2026-06-302026-07-08

Sponsored

LEG LEGGETT & PLATT INC2.3K shares752.77%2026-06-302026-07-08

WBD WARNER BROS DISCOVERY INC1.0K shares64.33%2026-06-302026-07-08

PPL CORP PPL CORP737 shares426.43%2026-06-302026-07-08

MHK MOHAWK INDS INC220 shares122.22%2026-06-302026-07-08

PCEF INVESCO EXCH TRADED FD TR II1.3K shares0.00%2026-06-302026-07-08

GIS GENERAL MILLS INC764 sharesnew addition2026-06-302026-07-08

AEP AMERICAN ELEC PWR CO INC194 shares117.98%2026-06-302026-07-08

MGK VANGUARD WORLD FD300 shares400.00%2026-06-302026-07-08

Sponsored

ARK ETF TR ARK ETF TR664 shares0.00%2026-06-302026-07-08

OKE ONEOK INC NEW301 shares51.26%2026-06-302026-07-08

CPA COPA HOLDINGS SA167 shares240.82%2026-06-302026-07-08

MTB M & T BK CORP109 sharesnew addition2026-06-302026-07-08

IUSB

ISHARES TR

12.45%

Shares777.1K

Event2026-06-30

Filed2026-07-08

FNDX

SCHWAB STRATEGIC TR

0.91%

Shares748.0K

Event2026-06-30

Filed2026-07-08

IUSG

ISHARES TR

0.32%

Shares118.2K

Event2026-06-30

Filed2026-07-08

AVDE

AMERICAN CENTY ETF TR

4.94%

Shares180.6K

Event2026-06-30

Filed2026-07-08

SCHX

SCHWAB STRATEGIC TR

-2.76%

Shares393.0K

Event2026-06-30

Filed2026-07-08

AVEM

AMERICAN CENTY ETF TR

3.12%

Shares109.4K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

302.34%

Shares129.7K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

-0.23%

Shares28.1K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

-2.04%

Shares21.9K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

1.28%

Shares49.6K

Event2026-06-30

Filed2026-07-08

DFSU

DIMENSIONAL ETF TRUST

-0.47%

Shares143.4K

Event2026-06-30

Filed2026-07-08

SCHH

SCHWAB STRATEGIC TR

1.81%

Shares235.3K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-1.89%

Shares14.3K

Event2026-06-30

Filed2026-07-08

DFAU

DIMENSIONAL ETF TRUST

-0.68%

Shares96.0K

Event2026-06-30

Filed2026-07-08

FTHI

FIRST TR EXCHANGE TRADED FD

0.21%

Shares206.6K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

-0.24%

Shares6.2K

Event2026-06-30

Filed2026-07-08

ISHARES TR

0.56%

Shares44.2K

Event2026-06-30

Filed2026-07-08

AVUS

AMERICAN CENTY ETF TR

20.49%

Shares34.1K

Event2026-06-30

Filed2026-07-08

SCHD

SCHWAB STRATEGIC TR

0.44%

Shares137.2K

Event2026-06-30

Filed2026-07-08

ESGU

ISHARES TR

1.58%

Shares25.0K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

7.77%

Shares19.8K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD TAX-MANAGED FDS

0.46%

Shares53.8K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR

300.95%

Shares28.8K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

28.40%

Shares4.6K

Event2026-06-30

Filed2026-07-08

SCHB

SCHWAB STRATEGIC TR

-1.77%

Shares115.7K

Event2026-06-30

Filed2026-07-08

BNDX

VANGUARD CHARLOTTE FDS

9.66%

Shares66.9K

Event2026-06-30

Filed2026-07-08

DFAT

DIMENSIONAL ETF TRUST

-2.80%

Shares39.7K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

-6.16%

Shares6.2K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

4.32%

Shares6.6K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

-7.65%

Shares6.4K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.78%

Shares4.5K

Event2026-06-30

Filed2026-07-08

DFAS

DIMENSIONAL ETF TRUST

1.17%

Shares25.9K

Event2026-06-30

Filed2026-07-08

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.37%

Shares27.4K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

6.41%

Shares7.9K

Event2026-06-30

Filed2026-07-08

ESGD

ISHARES TR

1.91%

Shares17.8K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

155.15%

Shares1.4K

Event2026-06-30

Filed2026-07-08

IJS

ISHARES TR

0.39%

Shares12.1K

Event2026-06-30

Filed2026-07-08

STRL

STERLING INFRASTRUCTURE INC

-17.68%

Shares1.9K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

118.52%

Shares6.3K

Event2026-06-30

Filed2026-07-08

FNDF

SCHWAB STRATEGIC TR

-6.24%

Shares29.5K

Event2026-06-30

Filed2026-07-08

VONG

VANGUARD SCOTTSDALE FDS

-2.17%

Shares10.9K

Event2026-06-30

Filed2026-07-08

SCHA

SCHWAB STRATEGIC TR

0.35%

Shares38.0K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

2.45%

Shares5.1K

Event2026-06-30

Filed2026-07-08

SCHC

SCHWAB STRATEGIC TR

-1.15%

Shares26.5K

Event2026-06-30

Filed2026-07-08

AVLV

AMERICAN CENTY ETF TR

-13.03%

Shares13.5K

Event2026-06-30

Filed2026-07-08

SCHM

SCHWAB STRATEGIC TR

-2.15%

Shares32.9K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

5.61%

Shares3.4K

Event2026-06-30

Filed2026-07-08

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-08

SCHK

SCHWAB STRATEGIC TR

-7.12%

Shares28.1K

Event2026-06-30

Filed2026-07-08

ELS

EQUITY LIFESTYLE PROPERTIES

2.82%

Shares15.3K

Event2026-06-30

Filed2026-07-08

MDY

STATE STR SPDR S&P MIDCAP 40

-1.68%

Shares1.4K

Event2026-06-30

Filed2026-07-08

SCHF

SCHWAB STRATEGIC TR

-0.88%

Shares33.7K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

8.91%

Shares2.5K

Event2026-06-30

Filed2026-07-08

KLAC

KLA CORP

906.62%

Shares3.0K

Event2026-06-30

Filed2026-07-08

DFAC

DIMENSIONAL ETF TRUST

0.24%

Shares19.5K

Event2026-06-30

Filed2026-07-08

IWN

ISHARES TR

0.15%

Shares3.9K

Event2026-06-30

Filed2026-07-08

PSA

PUBLIC STORAGE

2.16%

Shares2.5K

Event2026-06-30

Filed2026-07-08

EFA

ISHARES TR

0.60%

Shares7.5K

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS INC

-4.64%

Shares2.3K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

2.98%

Shares829

Event2026-06-30

Filed2026-07-08

KEYS

KEYSIGHT TECHNOLOGIES INC

4.69%

Shares2.2K

Event2026-06-30

Filed2026-07-08

RSP

INVESCO EXCHANGE TRADED FD T

-34.78%

Shares3.6K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP

210.74%

Shares5.3K

Event2026-06-30

Filed2026-07-08

BSV

VANGUARD BD INDEX FDS

610.43%

Shares8.9K

Event2026-06-30

Filed2026-07-08

IYR

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES TR

-0.38%

Shares4.2K

Event2026-06-30

Filed2026-07-08

VNQ

VANGUARD INDEX FDS

4.29%

Shares7.0K

Event2026-06-30

Filed2026-07-08

FNDB

SCHWAB STRATEGIC TR

3.50%

Shares21.8K

Event2026-06-30

Filed2026-07-08

QUANTA SVCS INC

-7.89%

Shares911

Event2026-06-30

Filed2026-07-08

EEM

ISHARES TR

-2.49%

Shares9.6K

Event2026-06-30

Filed2026-07-08

ETN

EATON CORP PLC

1.27%

Shares1.5K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

3.83%

Shares3.9K

Event2026-06-30

Filed2026-07-08

ESGE

ISHARES INC

0.18%

Shares11.4K

Event2026-06-30

Filed2026-07-08

ISHARES TR

-5.47%

Shares6.4K

Event2026-06-30

Filed2026-07-08

FPEI

FIRST TR EXCH TRADED FD III

-5.69%

Shares31.4K

Event2026-06-30

Filed2026-07-08

AGILENT TECHNOLOGIES INC

7.46%

Shares4.5K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

-2.56%

Shares1.9K

Event2026-06-30

Filed2026-07-08

FICO

FAIR ISAAC CORP

-28.62%

Shares449

Event2026-06-30

Filed2026-07-08

DFSI

DIMENSIONAL ETF TRUST

1.20%

Shares11.8K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP

-1.12%

Shares1.9K

Event2026-06-30

Filed2026-07-08

PLD

PROLOGIS INC.

0.08%

Shares3.9K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

0.57%

Shares883

Event2026-06-30

Filed2026-07-08

VBR

VANGUARD INDEX FDS

-1.03%

Shares2.0K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

10.33%

Shares844

Event2026-06-30

Filed2026-07-08

AVUV

AMERICAN CENTY ETF TR

0.36%

Shares3.9K

Event2026-06-30

Filed2026-07-08

HPQ

HP INC

10.31%

Shares21.9K

Event2026-06-30

Filed2026-07-08

MICRON TECHNOLOGY INC

245.00%

Shares414

Event2026-06-30

Filed2026-07-08

TOST

TOAST INC

14.43%

Shares16.8K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES TR

4.23%

Shares1.5K

Event2026-06-30

Filed2026-07-08

VOE

VANGUARD INDEX FDS

-11.31%

Shares2.2K

Event2026-06-30

Filed2026-07-08

RSPT

INVESCO EXCHANGE TRADED FD T

11.04%

Shares6.3K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

154.15%

Shares3.4K

Event2026-06-30

Filed2026-07-08

SPG

SIMON PPTY GROUP INC NEW

0.17%

Shares1.7K

Event2026-06-30

Filed2026-07-08

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-08

VISA INC

19.06%

Shares1.1K

Event2026-06-30

Filed2026-07-08

EFV

ISHARES TR

2.67%

Shares4.8K

Event2026-06-30

Filed2026-07-08

IBM

INTERNATIONAL BUSINESS MACHS

144.15%

Shares1.3K

Event2026-06-30

Filed2026-07-08

VNQI

VANGUARD INTL EQUITY INDEX F

6.15%

Shares7.9K

Event2026-06-30

Filed2026-07-08

RTX CORPORATION

11.79%

Shares1.9K

Event2026-06-30

Filed2026-07-08

CGCP

CAPITAL GRP FIXED INCM ETF T

0.80%

Shares15.7K

Event2026-06-30

Filed2026-07-08

SMH

VANECK ETF TRUST

0.00%

Shares533

Event2026-06-30

Filed2026-07-08

DEM

WISDOMTREE TR

-4.06%

Shares6.5K

Event2026-06-30

Filed2026-07-08

MRVL

MARVELL TECHNOLOGY INC

-7.59%

Shares1.2K

Event2026-06-30

Filed2026-07-08

SERVICENOW INC

8251.22%

Shares3.4K

Event2026-06-30

Filed2026-07-08

DFAI

DIMENSIONAL ETF TRUST

-0.45%

Shares8.2K

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC

65.04%

Shares2.4K

Event2026-06-30

Filed2026-07-08

DFUS

DIMENSIONAL ETF TRUST

0.26%

Shares3.9K

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

9.09%

Shares300

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

21.63%

Shares2.1K

Event2026-06-30

Filed2026-07-08

ONTO

ONTO INNOVATION INC

0.00%

Shares786

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

-4.22%

Shares840

Event2026-06-30

Filed2026-07-08

IWD

ISHARES TR

-1.56%

Shares1.2K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

80.57%

Shares2.2K

Event2026-06-30

Filed2026-07-08

BOEING CO

237.57%

Shares1.2K

Event2026-06-30

Filed2026-07-08

AVB

AVALONBAY CMNTYS INC

-27.28%

Shares1.4K

Event2026-06-30

Filed2026-07-08

DIS

DISNEY WALT CO

0.52%

Shares2.7K

Event2026-06-30

Filed2026-07-08

SCHG

SCHWAB STRATEGIC TR

-2.31%

Shares7.5K

Event2026-06-30

Filed2026-07-08

ASML

ASML HLDG NV

17.59%

Shares127

Event2026-06-30

Filed2026-07-08

DUK

DUKE ENERGY CORP NEW

9.76%

Shares1.9K

Event2026-06-30

Filed2026-07-08

TGT

TARGET CORP

0.38%

Shares1.9K

Event2026-06-30

Filed2026-07-08

KRE

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP

12.20%

Shares4.1K

Event2026-06-30

Filed2026-07-08

SCHW

SCHWAB CHARLES CORP

-1.63%

Shares2.5K

Event2026-06-30

Filed2026-07-08

IVE

ISHARES TR

0.40%

Shares1.0K

Event2026-06-30

Filed2026-07-08

VTV

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

70.91%

Shares470

Event2026-06-30

Filed2026-07-08

COLGATE PALMOLIVE CO

22.95%

Shares2.4K

Event2026-06-30

Filed2026-07-08

RYTM

RHYTHM PHARMACEUTICALS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

CITIGROUP INC

29.38%

Shares1.6K

Event2026-06-30

Filed2026-07-08

DIA

STATE STR SPDR DOW JONES IND

4.57%

Shares412

Event2026-06-30

Filed2026-07-08

PALANTIR TECHNOLOGIES INC

-29.49%

Shares1.8K

Event2026-06-30

Filed2026-07-08

IWO

ISHARES TR

0.00%

Shares536

Event2026-06-30

Filed2026-07-08

DFAX

DIMENSIONAL ETF TRUST

250.95%

Shares5.7K

Event2026-06-30

Filed2026-07-08

AIQ

GLOBAL X FDS

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-08

ADI

ANALOG DEVICES INC

17.08%

Shares521

Event2026-06-30

Filed2026-07-08

DISV

DIMENSIONAL ETF TRUST

1.26%

Shares5.1K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

-1.27%

Shares2.3K

Event2026-06-30

Filed2026-07-08

TWLO

TWILIO INC

38.87%

Shares986

Event2026-06-30

Filed2026-07-08

PPA

INVESCO EXCHANGE TRADED FD T

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

21.34%

Shares290

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

3.95%

Shares2.3K

Event2026-06-30

Filed2026-07-08

TNGY

TORTOISE CAPITAL SERIES TRUS

-11.01%

Shares20.1K

Event2026-06-30

Filed2026-07-08

VOT

VANGUARD INDEX FDS

0.00%

Shares615

Event2026-06-30

Filed2026-07-08

LABCORP HOLDINGS INC

-1.91%

Shares668

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

27.48%

Shares167

Event2026-06-30

Filed2026-07-08

NBIS

NEBIUS GROUP N.V.

0.00%

Shares642

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

0.00%

Shares478

Event2026-06-30

Filed2026-07-08

IGM

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

VEU

VANGUARD INTL EQUITY INDEX F

0.44%

Shares2.0K

Event2026-06-30

Filed2026-07-08

DOV

DOVER CORP

0.00%

Shares762

Event2026-06-30

Filed2026-07-08

CSX

CSX CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-08

DFEM

DIMENSIONAL ETF TRUST

0.34%

Shares4.1K

Event2026-06-30

Filed2026-07-08

JEPI

J P MORGAN EXCHANGE TRADED F

2.27%

Shares2.8K

Event2026-06-30

Filed2026-07-08

VEEV

VEEVA SYS INC

-0.22%

Shares899

Event2026-06-30

Filed2026-07-08

MASTERCARD INCORPORATED

7.64%

Shares310

Event2026-06-30

Filed2026-07-08

GILD

GILEAD SCIENCES INC

9.49%

Shares1.2K

Event2026-06-30

Filed2026-07-08

DFIC

DIMENSIONAL ETF TRUST

0.58%

Shares4.1K

Event2026-06-30

Filed2026-07-08

FELG

FIDELITY COVINGTON TRUST

New

Shares3.5K

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

50.20%

Shares368

Event2026-06-30

Filed2026-07-08

SPACE EXPLORATION TECHN CORP

New

Shares895

Event2026-06-30

Filed2026-07-08

RGA

REINSURANCE GROUP AMER INC

9.52%

Shares702

Event2026-06-30

Filed2026-07-08

VGT

VANGUARD WORLD FD

660.74%

Shares1.2K

Event2026-06-30

Filed2026-07-08

STIP

ISHARES TR

-20.77%

Shares1.4K

Event2026-06-30

Filed2026-07-08

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-08

XLV

SELECT SECTOR SPDR TR

0.22%

Shares894

Event2026-06-30

Filed2026-07-08

IWS

ISHARES TR

0.24%

Shares848

Event2026-06-30

Filed2026-07-08

FPE

FIRST TR EXCH TRADED FD III

0.64%

Shares7.6K

Event2026-06-30

Filed2026-07-08

EPD

ENTERPRISE PRODS PARTNERS L

1.43%

Shares3.5K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

12.26%

Shares1.1K

Event2026-06-30

Filed2026-07-08

XLF

SELECT SECTOR SPDR TR

14.05%

Shares2.3K

Event2026-06-30

Filed2026-07-08

UST

PROSHARES TR

0.73%

Shares2.9K

Event2026-06-30

Filed2026-07-08

AOR

ISHARES TR

0.23%

Shares1.7K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

44.12%

Shares797

Event2026-06-30

Filed2026-07-08

EQR

EQUITY RESIDENTIAL

1.14%

Shares1.8K

Event2026-06-30

Filed2026-07-08

FNDE

SCHWAB STRATEGIC TR

-10.33%

Shares3.0K

Event2026-06-30

Filed2026-07-08

CONSOLIDATED EDISON INC

61.20%

Shares1.1K

Event2026-06-30

Filed2026-07-08

VIS

VANGUARD WORLD FD

0.00%

Shares327

Event2026-06-30

Filed2026-07-08

OKTA

OKTA INC

45.39%

Shares852

Event2026-06-30

Filed2026-07-08

AOA

ISHARES TR

0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

14.13%

Shares315

Event2026-06-30

Filed2026-07-08

SHLD

GLOBAL X FDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-08

3M CO

3.27%

Shares694

Event2026-06-30

Filed2026-07-08

SPDR SERIES TRUST

250.55%

Shares1.3K

Event2026-06-30

Filed2026-07-08

ICVT

ISHARES TR

0.22%

Shares913

Event2026-06-30

Filed2026-07-08

BIV

VANGUARD BD INDEX FDS

New

Shares1.4K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

AVSU

AMERICAN CENTY ETF TR

19.09%

Shares1.2K

Event2026-06-30

Filed2026-07-08

IWR

ISHARES TR

0.00%

Shares965

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

168.90%

Shares562

Event2026-06-30

Filed2026-07-08

GLW

CORNING INC

1870.00%

Shares394

Event2026-06-30

Filed2026-07-08

THE CIGNA GROUP

60.09%

Shares365

Event2026-06-30

Filed2026-07-08

BXP

BXP INC

-1.50%

Shares1.5K

Event2026-06-30

Filed2026-07-08

MDLZ

MONDELEZ INTL INC

1.91%

Shares1.7K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

64.03%

Shares228

Event2026-06-30

Filed2026-07-08

GE AEROSPACE

48.31%

Shares264

Event2026-06-30

Filed2026-07-08

LMT

LOCKHEED MARTIN CORP

109.78%

Shares193

Event2026-06-30

Filed2026-07-08

REET

ISHARES TR

0.45%

Shares3.5K

Event2026-06-30

Filed2026-07-08

AEE

AMEREN CORP

89.36%

Shares854

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC

8.77%

Shares124

Event2026-06-30

Filed2026-07-08

EBAY

EBAY INC.

49.73%

Shares834

Event2026-06-30

Filed2026-07-08

EGP

EASTGROUP PPTYS INC

94.89%

Shares458

Event2026-06-30

Filed2026-07-08

PRF

INVESCO EXCHANGE TRADED FD T

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP

72.82%

Shares890

Event2026-06-30

Filed2026-07-08

COCA COLA CO

187.82%

Shares1.1K

Event2026-06-30

Filed2026-07-08

ALPS ETF TR

-6.56%

Shares1.7K

Event2026-06-30

Filed2026-07-08

DHR

DANAHER CORP DEL

81.96%

Shares464

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

15.38%

Shares75

Event2026-06-30

Filed2026-07-08

AVGE

AMERICAN CENTY ETF TR

New

Shares881

Event2026-06-30

Filed2026-07-08

XBI

SPDR SERIES TRUST

0.19%

Shares537

Event2026-06-30

Filed2026-07-08

VANGUARD SCOTTSDALE FDS

0.00%

Shares699

Event2026-06-30

Filed2026-07-08

IWP

ISHARES TR

0.00%

Shares575

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL-MYERS SQUIBB CO

22.47%

Shares1.4K

Event2026-06-30

Filed2026-07-08

CHUBB LIMITED

42.26%

Shares239

Event2026-06-30

Filed2026-07-08

AT&T INC

23.18%

Shares3.9K

Event2026-06-30

Filed2026-07-08

SCZ

ISHARES TR

1.35%

Shares976

Event2026-06-30

Filed2026-07-08

CCEP

COCA-COLA EUROPACIFIC PARTNE

9.14%

Shares800

Event2026-06-30

Filed2026-07-08

BOTZ

GLOBAL X FDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-08

MMC

MARSH & MCLENNAN COS INC

53.05%

Shares476

Event2026-06-30

Filed2026-07-08

DRI

DARDEN RESTAURANTS INC

56.56%

Shares382

Event2026-06-30

Filed2026-07-08

OXY

OCCIDENTAL PETE CORP

15.77%

Shares1.6K

Event2026-06-30

Filed2026-07-08

DELL

DELL TECHNOLOGIES INC

5900.00%

Shares180

Event2026-06-30

Filed2026-07-08

PWZ

INVESCO EXCH TRADED FD TR II

0.97%

Shares3.1K

Event2026-06-30

Filed2026-07-08

TTC

TORO CO

191.48%

Shares787

Event2026-06-30

Filed2026-07-08

VICR

VICOR CORP

New

Shares200

Event2026-06-30

Filed2026-07-08

VUSB

VANGUARD BD INDEX FDS

New

Shares1.5K

Event2026-06-30

Filed2026-07-08

DVY

ISHARES TR

0.42%

Shares480

Event2026-06-30

Filed2026-07-08

BOND

PIMCO ETF TR

1.25%

Shares809

Event2026-06-30

Filed2026-07-08

AON

AON PLC

35.58%

Shares221

Event2026-06-30

Filed2026-07-08

SPGM

SPDR INDEX SHS FDS

0.00%

Shares855

Event2026-06-30

Filed2026-07-08

KMI

KINDER MORGAN INC DEL

14.81%

Shares2.3K

Event2026-06-30

Filed2026-07-08

LEN

LENNAR CORP

1272.41%

Shares796

Event2026-06-30

Filed2026-07-08

PAVE

GLOBAL X FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

FAST

FASTENAL CO

115.56%

Shares1.5K

Event2026-06-30

Filed2026-07-08

ROUNDHILL ETF TRUST

New

Shares939

Event2026-06-30

Filed2026-07-08

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares301

Event2026-06-30

Filed2026-07-08

SNDK

SANDISK CORP

114.29%

Shares30

Event2026-06-30

Filed2026-07-08

NJR

NEW JERSEY RES CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

FXU

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

IFRA

ISHARES TR

0.28%

Shares1.1K

Event2026-06-30

Filed2026-07-08

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares816

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

34.78%

Shares93

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR TR

13.07%

Shares346

Event2026-06-30

Filed2026-07-08

UNITY SOFTWARE INC

105.21%

Shares2.3K

Event2026-06-30

Filed2026-07-08

MSI

MOTOROLA SOLUTIONS INC

0.65%

Shares156

Event2026-06-30

Filed2026-07-08

COIN

COINBASE GLOBAL INC

0.91%

Shares442

Event2026-06-30

Filed2026-07-08

TXN

TEXAS INSTRS INC

30.12%

Shares216

Event2026-06-30

Filed2026-07-08

IOT

SAMSARA INC

8.41%

Shares2.0K

Event2026-06-30

Filed2026-07-08

TDIV

FIRST TR EXCHANGE TRADED FD

0.36%

Shares557

Event2026-06-30

Filed2026-07-08

LOW

LOWES COS INC

-4.92%

Shares290

Event2026-06-30

Filed2026-07-08

MTD

METTLER TOLEDO INTERNATIONAL

-5.66%

Shares50

Event2026-06-30

Filed2026-07-08

HWM

HOWMET AEROSPACE INC

223.29%

Shares236

Event2026-06-30

Filed2026-07-08

VYMI

VANGUARD WHITEHALL FDS

0.47%

Shares642

Event2026-06-30

Filed2026-07-08

CPB

THE CAMPBELLS COMPANY

New

Shares2.8K

Event2026-06-30

Filed2026-07-08

WISDOMTREE INC

0.17%

Shares3.6K

Event2026-06-30

Filed2026-07-08

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares232

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

206.48%

Shares331

Event2026-06-30

Filed2026-07-08

ITW

ILLINOIS TOOL WKS INC

976.19%

Shares226

Event2026-06-30

Filed2026-07-08

CRWV

COREWEAVE INC

0.00%

Shares614

Event2026-06-30

Filed2026-07-08

SERVICETITAN INC

20.03%

Shares863

Event2026-06-30

Filed2026-07-08

USHY

ISHARES TR

1.74%

Shares1.6K

Event2026-06-30

Filed2026-07-08

UNP

UNION PAC CORP

36.20%

Shares222

Event2026-06-30

Filed2026-07-08

RDVI

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-08

DGRO

ISHARES TR

0.38%

Shares796

Event2026-06-30

Filed2026-07-08

EOG

EOG RES INC

27.05%

Shares465

Event2026-06-30

Filed2026-07-08

DVA

DAVITA INC

0.00%

Shares271

Event2026-06-30

Filed2026-07-08

MORGAN STANLEY

94.59%

Shares288

Event2026-06-30

Filed2026-07-08

RAAX

VANECK ETF TRUST

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

KHC

KRAFT HEINZ CO

1052.73%

Shares2.5K

Event2026-06-30

Filed2026-07-08

AVT

AVNET INC

38.46%

Shares666

Event2026-06-30

Filed2026-07-08

ARW

ARROW ELECTRS INC

137.93%

Shares276

Event2026-06-30

Filed2026-07-08

ALTRIA GROUP INC

55.43%

Shares802

Event2026-06-30

Filed2026-07-08

APLD

APPLIED DIGITAL CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

ADP

AUTOMATIC DATA PROCESSING IN

249.32%

Shares255

Event2026-06-30

Filed2026-07-08

10X GENOMICS INC

332.27%

Shares1.5K

Event2026-06-30

Filed2026-07-08

EDWARDS LIFESCIENCES CORP

563.83%

Shares624

Event2026-06-30

Filed2026-07-08

GUIDEWIRE SOFTWARE INC

35.10%

Shares458

Event2026-06-30

Filed2026-07-08

CUBE

CUBESMART

38.11%

Shares1.4K

Event2026-06-30

Filed2026-07-08

MNST

MONSTER BEVERAGE CORP NEW

215.38%

Shares574

Event2026-06-30

Filed2026-07-08

XME

SPDR SERIES TRUST

0.00%

Shares513

Event2026-06-30

Filed2026-07-08

KRC

KILROY REALTY CORP

205.43%

Shares1.5K

Event2026-06-30

Filed2026-07-08

EMR

EMERSON ELEC CO

315.22%

Shares382

Event2026-06-30

Filed2026-07-08

SOXX

ISHARES TR

203.57%

Shares85

Event2026-06-30

Filed2026-07-08

ATR

APTARGROUP INC

1791.30%

Shares435

Event2026-06-30

Filed2026-07-08

CAG

CONAGRA BRANDS INC

158.25%

Shares4.0K

Event2026-06-30

Filed2026-07-08

JPST

J P MORGAN EXCHANGE TRADED F

-54.42%

Shares1.1K

Event2026-06-30

Filed2026-07-08

EFAV

ISHARES TR

0.00%

Shares614

Event2026-06-30

Filed2026-07-08

CCK

CROWN HLDGS INC

628.79%

Shares481

Event2026-06-30

Filed2026-07-08

NUSC

NUSHARES ETF TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

JOHNSON CONTROLS INTERNATION

359.49%

Shares363

Event2026-06-30

Filed2026-07-08

S&P GLOBAL INC

31.31%

Shares130

Event2026-06-30

Filed2026-07-08

SNA

SNAP ON INC

773.33%

Shares131

Event2026-06-30

Filed2026-07-08

SYF

SYNCHRONY FINANCIAL

65.79%

Shares693

Event2026-06-30

Filed2026-07-08

ORLY

OREILLY AUTOMOTIVE INC

694.37%

Shares564

Event2026-06-30

Filed2026-07-08

GENERAL DYNAMICS CORP

265.00%

Shares146

Event2026-06-30

Filed2026-07-08

COF

CAPITAL ONE FINL CORP

137.04%

Shares256

Event2026-06-30

Filed2026-07-08

CRM

SALESFORCE INC

43.42%

Shares327

Event2026-06-30

Filed2026-07-08

FFIV

F5 INC

373.08%

Shares123

Event2026-06-30

Filed2026-07-08

SMG

SCOTTS MIRACLE-GRO CO

394.08%

Shares751

Event2026-06-30

Filed2026-07-08

NNN

NNN REIT INC

621.85%

Shares1.1K

Event2026-06-30

Filed2026-07-08

NWSA

NEWS CORP NEW

282.67%

Shares2.0K

Event2026-06-30

Filed2026-07-08

ALL

ALLSTATE CORP

390.70%

Shares211

Event2026-06-30

Filed2026-07-08

JBL

JABIL INC

27.45%

Shares130

Event2026-06-30

Filed2026-07-08

SWKS

SKYWORKS SOLUTIONS INC

New

Shares739

Event2026-06-30

Filed2026-07-08

GPK

GRAPHIC PACKAGING HLDG CO

2165.07%

Shares4.7K

Event2026-06-30

Filed2026-07-08

ANET

ARISTA NETWORKS INC

122.73%

Shares294

Event2026-06-30

Filed2026-07-08

BBY

BEST BUY INC

2120.69%

Shares644

Event2026-06-30

Filed2026-07-08

EWA

ISHARES INC

1.42%

Shares1.7K

Event2026-06-30

Filed2026-07-08

WDAY

WORKDAY INC

1096.97%

Shares395

Event2026-06-30

Filed2026-07-08

AMERICAN HOMES 4 RENT

198.96%

Shares1.4K

Event2026-06-30

Filed2026-07-08

WSM

WILLIAMS SONOMA INC

1193.75%

Shares207

Event2026-06-30

Filed2026-07-08

BIIB

BIOGEN INC

9.31%

Shares223

Event2026-06-30

Filed2026-07-08

WST

WEST PHARMACEUTICAL SVSC INC

1377.78%

Shares133

Event2026-06-30

Filed2026-07-08

VXUS

VANGUARD STAR FDS

0.00%

Shares555

Event2026-06-30

Filed2026-07-08

ESS

ESSEX PPTY TR INC

523.08%

Shares162

Event2026-06-30

Filed2026-07-08

CUZ

COUSINS PPTYS INC

92.30%

Shares1.6K

Event2026-06-30

Filed2026-07-08

ABNB

AIRBNB INC

145.11%

Shares326

Event2026-06-30

Filed2026-07-08

AGO

ASSURED GUARANTY LTD

309.15%

Shares581

Event2026-06-30

Filed2026-07-08

DGRW

WISDOMTREE TR

0.41%

Shares487

Event2026-06-30

Filed2026-07-08

CF INDUSTRIES HOLD

39.61%

Shares430

Event2026-06-30

Filed2026-07-08

LSTR

LANDSTAR SYS INC

41.77%

Shares224

Event2026-06-30

Filed2026-07-08

DLTR

DOLLAR TREE INC

1915.79%

Shares383

Event2026-06-30

Filed2026-07-08

FISERV INC

537.84%

Shares944

Event2026-06-30

Filed2026-07-08

DFSB

DIMENSIONAL ETF TRUST

1.14%

Shares887

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

-14.29%

Shares48

Event2026-06-30

Filed2026-07-08

XEL

XCEL ENERGY INC

0.00%

Shares572

Event2026-06-30

Filed2026-07-08

VGSH

VANGUARD SCOTTSDALE FDS

0.38%

Shares789

Event2026-06-30

Filed2026-07-08

EXPE

EXPEDIA GROUP INC

272.92%

Shares179

Event2026-06-30

Filed2026-07-08

LIN

LINDE PLC

79.59%

Shares88

Event2026-06-30

Filed2026-07-08

NDSN

NORDSON CORP

2400.00%

Shares150

Event2026-06-30

Filed2026-07-08

SYY

SYSCO CORP

-13.74%

Shares540

Event2026-06-30

Filed2026-07-08

ROST

ROSS STORES INC

402.38%

Shares211

Event2026-06-30

Filed2026-07-08

IJJ

ISHARES TR

0.00%

Shares304

Event2026-06-30

Filed2026-07-08

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares152

Event2026-06-30

Filed2026-07-08

TFC

TRUIST FINL CORP

44.57%

Shares892

Event2026-06-30

Filed2026-07-08

OHI

OMEGA HEALTHCARE INVS INC

645.16%

Shares924

Event2026-06-30

Filed2026-07-08

CLBT

CELLEBRITE DI LTD

New

Shares3.0K

Event2026-06-30

Filed2026-07-08

ROKU

ROKU INC

208.74%

Shares318

Event2026-06-30

Filed2026-07-08

CNH

CNH INDL N V

15.39%

Shares3.9K

Event2026-06-30

Filed2026-07-08

CRUS

CIRRUS LOGIC INC

72.51%

Shares295

Event2026-06-30

Filed2026-07-08

DATADOG INC

2700.00%

Shares168

Event2026-06-30

Filed2026-07-08

ROK

ROCKWELL AUTOMATION INC

700.00%

Shares88

Event2026-06-30

Filed2026-07-08

TPR

TAPESTRY INC

336.76%

Shares297

Event2026-06-30

Filed2026-07-08

JBHT

HUNT J B TRANS SVCS INC

500.00%

Shares150

Event2026-06-30

Filed2026-07-08

SENSATA TECHNOLOGIES HLDG PL

272.31%

Shares901

Event2026-06-30

Filed2026-07-08

ILMN

ILLUMINA INC

52.50%

Shares244

Event2026-06-30

Filed2026-07-08

APH

AMPHENOL CORP

54.49%

Shares241

Event2026-06-30

Filed2026-07-08

ORACLE CORP

7.43%

Shares289

Event2026-06-30

Filed2026-07-08

IUSV

ISHARES TR

0.00%

Shares384

Event2026-06-30

Filed2026-07-08

CNC

CENTENE CORP DEL

564.65%

Shares658

Event2026-06-30

Filed2026-07-08

GQRE

FLEXSHARES TR

0.46%

Shares660

Event2026-06-30

Filed2026-07-08

RELIANCE INC

15.31%

Shares113

Event2026-06-30

Filed2026-07-08

XLI

SELECT SECTOR SPDR TR

125.00%

Shares225

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS

74.67%

Shares400

Event2026-06-30

Filed2026-07-08

BBWI

BATH & BODY WORKS INC

5278.79%

Shares1.8K

Event2026-06-30

Filed2026-07-08

PFE

PFIZER INC

114.90%

Shares1.7K

Event2026-06-30

Filed2026-07-08

TDC

TERADATA CORP DEL

587.21%

Shares1.2K

Event2026-06-30

Filed2026-07-08

CURTISS WRIGHT CORP

237.50%

Shares54

Event2026-06-30

Filed2026-07-08

CLX

CLOROX CO DEL

994.87%

Shares427

Event2026-06-30

Filed2026-07-08

VERIZON COMMUNICATIONS INC

5.03%

Shares960

Event2026-06-30

Filed2026-07-08

ELV

ELEVANCE HEALTH INC FORMERLY

600.00%

Shares105

Event2026-06-30

Filed2026-07-08

NKE

NIKE INC

34.56%

Shares989

Event2026-06-30

Filed2026-07-08

LAMR

LAMAR ADVERTISING CO

451.06%

Shares259

Event2026-06-30

Filed2026-07-08

PCOR

PROCORE TECHNOLOGIES INC

9.20%

Shares985

Event2026-06-30

Filed2026-07-08

GGG

GRACO INC

2540.00%

Shares528

Event2026-06-30

Filed2026-07-08

HRB

BLOCK H & R INC

34.54%

Shares1.0K

Event2026-06-30

Filed2026-07-08

PAYX

PAYCHEX INC

45.45%

Shares400

Event2026-06-30

Filed2026-07-08

PII

POLARIS INC

471.00%

Shares571

Event2026-06-30

Filed2026-07-08

TEAM

ATLASSIAN CORPORATION

New

Shares502

Event2026-06-30

Filed2026-07-08

CDNS

CADENCE DESIGN SYSTEM INC

15.56%

Shares104

Event2026-06-30

Filed2026-07-08

ACUITY INC

110.20%

Shares103

Event2026-06-30

Filed2026-07-08

CTAS

CINTAS CORP

686.21%

Shares228

Event2026-06-30

Filed2026-07-08

BANK OF NY MELLON CORP

127.12%

Shares268

Event2026-06-30

Filed2026-07-08

WWD

WOODWARD INC

550.00%

Shares91

Event2026-06-30

Filed2026-07-08

VMI

VALMONT INDS INC

179.17%

Shares67

Event2026-06-30

Filed2026-07-08

SPSM

SPDR SERIES TRUST

0.00%

Shares670

Event2026-06-30

Filed2026-07-08

QRVO

QORVO INC

300.97%

Shares413

Event2026-06-30

Filed2026-07-08

MAN

MANPOWERGROUP INC WIS

2007.41%

Shares1.1K

Event2026-06-30

Filed2026-07-08

REG

REGENCY CTRS CORP

541.33%

Shares481

Event2026-06-30

Filed2026-07-08

IAC

PEOPLE INC

2.61%

Shares826

Event2026-06-30

Filed2026-07-08

EPR

EPR PPTYS

753.25%

Shares657

Event2026-06-30

Filed2026-07-08

IBIT

ISHARES BITCOIN TRUST ETF

3.45%

Shares1.1K

Event2026-06-30

Filed2026-07-08

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares894

Event2026-06-30

Filed2026-07-08

TKR

TIMKEN CO

420.00%

Shares260

Event2026-06-30

Filed2026-07-08

USB

US BANCORP

633.33%

Shares616

Event2026-06-30

Filed2026-07-08

GLPI

GAMING & LEISURE P

-31.97%

Shares832

Event2026-06-30

Filed2026-07-08

CVS

CVS HEALTH CORP

41.83%

Shares356

Event2026-06-30

Filed2026-07-08

WFC

WELLS FARGO & CO

20.33%

Shares444

Event2026-06-30

Filed2026-07-08

NVT

NVENT ELEC PLC

554.55%

Shares216

Event2026-06-30

Filed2026-07-08

ICF

ISHARES TR

0.56%

Shares540

Event2026-06-30

Filed2026-07-08

DFAW

DIMENSIONAL ETF TRUST

-17.14%

Shares440

Event2026-06-30

Filed2026-07-08

CAH

CARDINAL HEALTH INC

282.50%

Shares153

Event2026-06-30

Filed2026-07-08

YUM

YUM BRANDS INC

44.59%

Shares227

Event2026-06-30

Filed2026-07-08

MTCH

MATCH GROUP INC NEW

1319.40%

Shares951

Event2026-06-30

Filed2026-07-08

PPG

PPG INDS INC

1468.42%

Shares298

Event2026-06-30

Filed2026-07-08

GENERAL MTRS CO

70.59%

Shares464

Event2026-06-30

Filed2026-07-08

PCTY

PAYLOCITY HLDG CORP

500.00%

Shares342

Event2026-06-30

Filed2026-07-08

IRM

IRON MTN INC DEL

444.23%

Shares283

Event2026-06-30

Filed2026-07-08

GWW

WW GRAINGER INC

420.00%

Shares26

Event2026-06-30

Filed2026-07-08

TNL

TRAVEL PLUS LEISURE CO

413.33%

Shares462

Event2026-06-30

Filed2026-07-08

DOCN

DIGITALOCEAN HLDGS INC

0.00%

Shares224

Event2026-06-30

Filed2026-07-08

ARAMARK

2842.86%

Shares618

Event2026-06-30

Filed2026-07-08

OKLO

OKLO INC

-4.69%

Shares671

Event2026-06-30

Filed2026-07-08

DBMF

LITMAN GREGORY FDS TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

RHI

ROBERT HALF INC.

605.59%

Shares1.1K

Event2026-06-30

Filed2026-07-08

AGCO

AGCO CORP

400.00%

Shares290

Event2026-06-30

Filed2026-07-08

CGNX

COGNEX CORP

635.38%

Shares478

Event2026-06-30

Filed2026-07-08

FIVE

FIVE BELOW INC

966.67%

Shares192

Event2026-06-30

Filed2026-07-08

FXR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares378

Event2026-06-30

Filed2026-07-08

TER

TERADYNE INC

1320.00%

Shares71

Event2026-06-30

Filed2026-07-08

CPRT

COPART INC

882.26%

Shares1.2K

Event2026-06-30

Filed2026-07-08

EQT

EQT CORP

-7.10%

Shares641

Event2026-06-30

Filed2026-07-08

FLOT

ISHARES TR

1.06%

Shares667

Event2026-06-30

Filed2026-07-08

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares788

Event2026-06-30

Filed2026-07-08

FORD MTR CO

16.01%

Shares2.4K

Event2026-06-30

Filed2026-07-08

GATX

GATX CORP

0.00%

Shares190

Event2026-06-30

Filed2026-07-08

DAL

DELTA AIR LINES INC

195.87%

Shares358

Event2026-06-30

Filed2026-07-08

CHKP

CHECK POINT SOFTWARE TECH LT

42.70%

Shares254

Event2026-06-30

Filed2026-07-08

RPM

RPM INTL INC

669.23%

Shares300

Event2026-06-30

Filed2026-07-08

ZBH

ZIMMER BIOMET HOLDINGS INC

145.86%

Shares386

Event2026-06-30

Filed2026-07-08

GPC

GENUINE PARTS CO

510.87%

Shares281

Event2026-06-30

Filed2026-07-08

TXT

TEXTRON INC

522.41%

Shares361

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares66

Event2026-06-30

Filed2026-07-08

FTNT

FORTINET INC

53.57%

Shares215

Event2026-06-30

Filed2026-07-08

GLOBE LIFE INC

0.00%

Shares184

Event2026-06-30

Filed2026-07-08

MOH

MOLINA HEALTHCARE INC

118.18%

Shares144

Event2026-06-30

Filed2026-07-08

VCSH

VANGUARD SCOTTSDALE FDS

1.21%

Shares417

Event2026-06-30

Filed2026-07-08

FDS

FACTSET RESH SYS INC

-13.86%

Shares143

Event2026-06-30

Filed2026-07-08

QNITY ELECTRONICS INC

9.84%

Shares201

Event2026-06-30

Filed2026-07-08

CMI

CUMMINS INC

91.67%

Shares46

Event2026-06-30

Filed2026-07-08

CATH

GLOBAL X FDS

0.00%

Shares369

Event2026-06-30

Filed2026-07-08

DUPONT DE NEMOURS INC

New

Shares239

Event2026-06-30

Filed2026-07-08

TRANE TECHNOLOGIES PLC

153.85%

Shares66

Event2026-06-30

Filed2026-07-08

ROYAL CARIBBEAN GROUP

363.64%

Shares102

Event2026-06-30

Filed2026-07-08

NETFLIX INC.

-63.09%

Shares451

Event2026-06-30

Filed2026-07-08

HIW

HIGHWOODS PPTYS INC

752.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

AVY

AVERY DENNISON CORP

684.00%

Shares196

Event2026-06-30

Filed2026-07-08

BLACKBERRY LTD

New

Shares2.5K

Event2026-06-30

Filed2026-07-08

VSAT

VIASAT INC

935.29%

Shares352

Event2026-06-30

Filed2026-07-08

AVSE

AMERICAN CENTY ETF TR

-25.15%

Shares384

Event2026-06-30

Filed2026-07-08

WDC

WESTERN DIGITAL CORP

0.00%

Shares49

Event2026-06-30

Filed2026-07-08

AME

AMETEK INC

239.47%

Shares129

Event2026-06-30

Filed2026-07-08

FBIN

FORTUNE BRANDS INNOVATIONS I

-9.09%

Shares560

Event2026-06-30

Filed2026-07-08

NEM

NEWMONT CORP

137.68%

Shares328

Event2026-06-30

Filed2026-07-08

ALLEGION PLC

1666.67%

Shares212

Event2026-06-30

Filed2026-07-08

PYPL

PAYPAL HLDGS INC

84.99%

Shares690

Event2026-06-30

Filed2026-07-08

GFS

GLOBALFOUNDRIES INC

0.00%

Shares361

Event2026-06-30

Filed2026-07-08

CFG

CITIZENS FINL GROUP INC

319.80%

Shares424

Event2026-06-30

Filed2026-07-08

STT

STATE STR CORP

153.62%

Shares175

Event2026-06-30

Filed2026-07-08

POOL CORP

2660.00%

Shares138

Event2026-06-30

Filed2026-07-08

ETH

GRAYSCALE ETHEREUM STAKING

5.51%

Shares2.0K

Event2026-06-30

Filed2026-07-08

DYNATRACE INC

10.49%

Shares674

Event2026-06-30

Filed2026-07-08

NTRA

NATERA INC

New

Shares109

Event2026-06-30

Filed2026-07-08

XYZ

BLOCK INC

301.03%

Shares389

Event2026-06-30

Filed2026-07-08

IQV

IQVIA HLDGS INC

218.75%

Shares153

Event2026-06-30

Filed2026-07-08

UBER

UBER TECHNOLOGIES INC

209.85%

Shares409

Event2026-06-30

Filed2026-07-08

COO

COOPER COS INC

1136.36%

Shares408

Event2026-06-30

Filed2026-07-08

MIDD

MIDDLEBY CORP

553.85%

Shares170

Event2026-06-30

Filed2026-07-08

JHG

JANUS HENDERSON GROUP PLC

215.17%

Shares561

Event2026-06-30

Filed2026-07-08

MSM

MSC INDL DIRECT INC

89.92%

Shares245

Event2026-06-30

Filed2026-07-08

PGR

PROGRESSIVE CORP

32.00%

Shares132

Event2026-06-30

Filed2026-07-08

UAL

UNITED AIRLS HLDGS INC

393.02%

Shares212

Event2026-06-30

Filed2026-07-08

FNB

F N B CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

OTIS

OTIS WORLDWIDE CORP

1910.00%

Shares402

Event2026-06-30

Filed2026-07-08

PTA

COHEN & STEERS TAX ADVAN PFD

New

Shares1.5K

Event2026-06-30

Filed2026-07-08

LHX

L3HARRIS TECHNOLOGIES INC

80.00%

Shares99

Event2026-06-30

Filed2026-07-08

ZION

ZIONS BANCORPORATION NATL AS

528.79%

Shares415

Event2026-06-30

Filed2026-07-08

CORTEVA INC

334.62%

Shares339

Event2026-06-30

Filed2026-07-08

UHS

UNIVERSAL HLTH SVCS INC

503.13%

Shares193

Event2026-06-30

Filed2026-07-08

ECL

ECOLAB INC

-5.50%

Shares103

Event2026-06-30

Filed2026-07-08

XNTK

SPDR SERIES TRUST

0.00%

Shares73

Event2026-06-30

Filed2026-07-08

ROBT

FIRST TR EXCHANGE TRADED FD

0.00%

Shares507

Event2026-06-30

Filed2026-07-08

DFAR

DIMENSIONAL ETF TRUST

0.55%

Shares1.1K

Event2026-06-30

Filed2026-07-08

HLT

HILTON WORLDWIDE HLDGS INC

1128.57%

Shares86

Event2026-06-30

Filed2026-07-08

AVSD

AMERICAN CENTY ETF TR

-25.42%

Shares355

Event2026-06-30

Filed2026-07-08

MAA

MID-AMER APT CMNTYS INC

593.10%

Shares201

Event2026-06-30

Filed2026-07-08

PEG

PUBLIC SVC ENTERPRISE GROUP

240.59%

Shares344

Event2026-06-30

Filed2026-07-08

DEERE & CO

7.32%

Shares44

Event2026-06-30

Filed2026-07-08

SOLV

SOLVENTUM CORP

28.93%

Shares361

Event2026-06-30

Filed2026-07-08

WMB

WILLIAMS COS INC

27.74%

Shares373

Event2026-06-30

Filed2026-07-08

EXC

EXELON CORP

440.00%

Shares594

Event2026-06-30

Filed2026-07-08

UTHR

UNITED THERAPEUTICS CORP DEL

6.25%

Shares51

Event2026-06-30

Filed2026-07-08

ATO

ATMOS ENERGY CORP

627.27%

Shares160

Event2026-06-30

Filed2026-07-08

COR

CENCORA INC

506.25%

Shares97

Event2026-06-30

Filed2026-07-08

FHB

FIRST HAWAIIAN INC

378.46%

Shares933

Event2026-06-30

Filed2026-07-08

VRTX

VERTEX PHARMACEUTICALS INC

103.70%

Shares55

Event2026-06-30

Filed2026-07-08

HACK

AMPLIFY ETF TR

0.00%

Shares260

Event2026-06-30

Filed2026-07-08

RPRX

ROYALTY PHARMA PLC

0.00%

Shares486

Event2026-06-30

Filed2026-07-08

SEIC

SEI INVTS CO

96.82%

Shares309

Event2026-06-30

Filed2026-07-08

LEG

LEGGETT & PLATT INC

752.77%

Shares2.3K

Event2026-06-30

Filed2026-07-08

WBD

WARNER BROS DISCOVERY INC

64.33%

Shares1.0K

Event2026-06-30

Filed2026-07-08

PPL CORP

426.43%

Shares737

Event2026-06-30

Filed2026-07-08

MHK

MOHAWK INDS INC

122.22%

Shares220

Event2026-06-30

Filed2026-07-08

PCEF

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

GIS

GENERAL MILLS INC

New

Shares764

Event2026-06-30

Filed2026-07-08

AEP

AMERICAN ELEC PWR CO INC

117.98%

Shares194

Event2026-06-30

Filed2026-07-08

MGK

VANGUARD WORLD FD

400.00%

Shares300

Event2026-06-30

Filed2026-07-08

ARK ETF TR

0.00%

Shares664

Event2026-06-30

Filed2026-07-08

OKE

ONEOK INC NEW

51.26%

Shares301

Event2026-06-30

Filed2026-07-08

CPA

COPA HOLDINGS SA

240.82%

Shares167

Event2026-06-30

Filed2026-07-08

MTB

M & T BK CORP

New

Shares109

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available