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The Analysis of Essex Bank's Holdings & P&L

Currently, Essex Bank holds 318 types of securities in its portfolio with a total value $462.5M. In the most recent quarter, they have increased their positions in VO (+29.0K shares, valued at $2.3M), VOOG (+23.5K shares, valued at $1.9M), IWF (+12.5K shares, valued at $1.5M); decreased their positions in NVDA (-10.8K shares, valued at $2.2M), CAT (-568 shares, valued at $604.9K), N/A (-638 shares, valued at $477.8K); initiated new positions in IJT (+5.2K shares, valued at $935.9K), N/A (+3.0K shares, valued at $680.4K), N/A (+3.0K shares, valued at $671.9K).

1M P&L

+9.7M+2.52%

3M P&L

+15.4M+4.06%

HY P&L

+2.5M+0.64%

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/A106.3M

27.3%

2Drug Manufacturers - General37.2M

9.6%

3Consumer Electronics31.0M

8.0%

Top Industries by Stock Count

1N/A108 stocks

39.9%

2Semiconductors10 stocks

3.7%

3Drug Manufacturers - General9 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE COMPUTER INC. CMN.106.8K shares-0.73%2026-06-302026-07-23

CVX CHEVRON COM132.4K shares-0.01%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON COM67.8K shares-0.62%2026-06-302026-07-23

LLY LILLY ELI & COMPANY10.4K shares-0.52%2026-06-302026-07-23

BRK.A BERKSHIRE HATHAWAY INC DEL16 shares0.00%2026-06-302026-07-23

MSFT MICROSOFT COM27.7K shares1.81%2026-06-302026-07-23

GOOG ALPHABET INC.29.2K shares-2.80%2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING INC - TAXABLE42.7K shares-0.06%2026-06-302026-07-23

Sponsored

GOOGL ALPHABET INC CAP STK CL A25.5K shares-1.15%2026-06-302026-07-23

JP MORGAN CHASE & CO COM JP MORGAN CHASE & CO COM27.3K shares-0.50%2026-06-302026-07-23

BROADCOM INC BROADCOM INC23.6K shares-4.05%2026-06-302026-07-23

AMZN AMAZON COM INC COM33.6K shares-0.98%2026-06-302026-07-23

NVDA NVIDIA CORP35.9K shares-23.19%2026-06-302026-07-23

VOO VANGUARD INDEX FDS S&P 500 ETF SHS9.6K shares7.22%2026-06-302026-07-23

ISHARES TR S&P 500 INDEX ISHARES TR S&P 500 INDEX8.2K shares-7.19%2026-06-302026-07-23

SPDR TR UNIT SER 1 SPDR TR UNIT SER 17.3K shares-0.80%2026-06-302026-07-23

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW10.2K shares-0.21%2026-06-302026-07-23

WMT WAL-MART44.5K shares-0.17%2026-06-302026-07-23

VISA INC COM CL A VISA INC COM CL A14.1K shares0.11%2026-06-302026-07-23

CAT CATERPILLAR INC COM4.4K shares-11.34%2026-06-302026-07-23

RTX CORPORATION COM RTX CORPORATION COM24.0K shares-0.59%2026-06-302026-07-23

QQQ INVESCO QQQ TR UNIT SER 16.1K shares-4.53%2026-06-302026-07-23

PG PROCTER & GAMBLE CO.30.4K shares-0.07%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF60.8K shares2.33%2026-06-302026-07-23

Sponsored

HD HOME DEPOT COM12.2K shares0.11%2026-06-302026-07-23

TGT TARGET CORPORATION31.2K shares0.00%2026-06-302026-07-23

CISCO CISCO32.8K shares-1.98%2026-06-302026-07-23

MRK MERCK & CO INC28.2K shares-0.13%2026-06-302026-07-23

ABBVIE INC COM ABBVIE INC COM13.6K shares-0.05%2026-06-302026-07-23

DE DEERE & CO COM5.3K shares-0.13%2026-06-302026-07-23

ITOT ISHARES TR CORE S&P TTL STK19.4K shares0.00%2026-06-302026-07-23

CMI CUMMINS INC COM4.3K shares-0.33%2026-06-302026-07-23

Sponsored

VO VANGUARD MID CAP ETF37.4K shares344.39%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC COM8.5K shares-5.59%2026-06-302026-07-23

FACEBOOK INC CL A FACEBOOK INC CL A5.1K shares-1.83%2026-06-302026-07-23

IWM ISHARES TR RUSSELL 20009.4K shares-0.64%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC COM4.8K shares-0.50%2026-06-302026-07-23

TT TRANE TECHNOLOGIES PLC5.4K shares0.00%2026-06-302026-07-23

VB VANGUARD INDEX FDS SMALL CP ETF8.0K shares2.50%2026-06-302026-07-23

VANGUARD TOTAL STK MKT ETF VANGUARD TOTAL STK MKT ETF6.5K shares-3.69%2026-06-302026-07-23

Sponsored

VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF15.3K shares2.55%2026-06-302026-07-23

ASML ASML HOLDING NV NY REG SHS1.2K shares0.94%2026-06-302026-07-23

VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS39.6K shares-3.25%2026-06-302026-07-23

VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F28.0K shares516.86%2026-06-302026-07-23

IVW ISHARES TR S&P 500 GRWT ETF16.0K shares-1.66%2026-06-302026-07-23

JPST JP MORGAN ETF ULTRA SHORT INCOME42.2K shares1.09%2026-06-302026-07-23

IWF ISHARES TR INDEX RUSSELL1000GRW16.6K shares300.00%2026-06-302026-07-23

SCHW SCHWAB CHARLES CORP NEW COM21.8K shares-0.22%2026-06-302026-07-23

Sponsored

UNP UNION PAC CORP COM7.3K shares-0.42%2026-06-302026-07-23

ETN EATON CORP CMN4.6K shares-0.15%2026-06-302026-07-23

GS GOLDMAN SACHS1.9K shares-6.59%2026-06-302026-07-23

NSC NORFOLK SOUTHERN CORP COM6.2K shares0.00%2026-06-302026-07-23

VRSK VERISK ANALYTICS INC CL A10.5K shares-14.43%2026-06-302026-07-23

PEP PEPSICO INC13.9K shares-0.37%2026-06-302026-07-23

XLK TECHNOLOGY SELECT SECTOR9.8K shares0.00%2026-06-302026-07-23

MCO MOODYS CORP COM4.1K shares0.10%2026-06-302026-07-23

Sponsored

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A3.6K shares-0.22%2026-06-302026-07-23

GD GENERAL DYNAMICS CORPORATION5.1K shares-3.14%2026-06-302026-07-23

KO COCA COLA CO COM22.0K shares-0.01%2026-06-302026-07-23

IBM INTL BUSINESS MACHINES COM6.3K shares-1.82%2026-06-302026-07-23

COSTCO WHSL CORP NEW COM COSTCO WHSL CORP NEW COM1.9K shares2.89%2026-06-302026-07-23

SYK STRYKER CORP5.5K shares-1.30%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF6.9K shares2.21%2026-06-302026-07-23

CVS CVS CORP.15.6K shares-0.11%2026-06-302026-07-23

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR3.4K shares15.90%2026-06-302026-07-23

BLK BLACKROCK INC COM1.6K shares0.00%2026-06-302026-07-23

CL COLGATE PALMOLIVE CO17.0K shares-0.02%2026-06-302026-07-23

IJH ISHARES TR S&P MIDCAP 40020.2K shares-4.90%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP COM3.1K shares-1.67%2026-06-302026-07-23

IJR ISHARES TR S&P SMALL CAP 600 INDEX10.5K shares0.01%2026-06-302026-07-23

MINT PIMCO ETF TR ENHAN SHRT MA AC14.5K shares-7.70%2026-06-302026-07-23

IEMG ISHARES INC CORE MSCI EMKT17.1K shares1.77%2026-06-302026-07-23

Sponsored

LHX L3HARRIS TECHNOLOGIES INC COM4.9K shares-0.02%2026-06-302026-07-23

INTC INTEL COM10.0K shares-3.19%2026-06-302026-07-23

DGRO ISHARES DIVIDEND GROWTH ETF17.9K shares0.00%2026-06-302026-07-23

GWW GRAINGER W.W. INC993 shares0.00%2026-06-302026-07-23

JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL26.1K shares17.24%2026-06-302026-07-23

WFC WELLS FARGO & CO NEW COM16.1K shares-0.60%2026-06-302026-07-23

KMB KIMBERLY - CLARK CORP12.1K shares4.30%2026-06-302026-07-23

GE GENERAL ELECTRIC CO COM NEW3.5K shares1.26%2026-06-302026-07-23

Sponsored

MU MICRON TECHNOLOGY INC COM1.1K shares-10.22%2026-06-302026-07-23

TSLA TESLA MTRS INC COM3.0K shares-4.72%2026-06-302026-07-23

GEV GE VERNOVA INC COM1.1K shares0.00%2026-06-302026-07-23

MCD MCDONALDS CORP COM4.6K shares-0.80%2026-06-302026-07-23

EMR EMERSON ELECTRIC8.4K shares0.38%2026-06-302026-07-23

ISHARES TR CORE MSCI EAFE ISHARES TR CORE MSCI EAFE12.4K shares3.61%2026-06-302026-07-23

SOUTHERN COMPANY SOUTHERN COMPANY12.3K shares0.00%2026-06-302026-07-23

CAFX PROFESIONALLY MANAGED PORTFOCONGRESS INTERME45.9K shares0.00%2026-06-302026-07-23

Sponsored

NETFLIX INC COM NETFLIX INC COM15.8K shares-2.90%2026-06-302026-07-23

VV VANGUARD INDEX FD LARGE CAP ETF3.2K shares-5.64%2026-06-302026-07-23

AFL AFLAC INC COM9.2K shares-0.60%2026-06-302026-07-23

ISTB ISHARES TR CORE 1 5 YR USD22.2K shares306.31%2026-06-302026-07-23

VTV VANGUARD INDEX FDS VALUE ETF4.8K shares1.96%2026-06-302026-07-23

ORACLE CORPORATION ORACLE CORPORATION7.2K shares0.67%2026-06-302026-07-23

ITW ILLINOIS TOOL WKS INC COM3.8K shares0.00%2026-06-302026-07-23

LRCX LAM RESEARCH CORP COM2.3K shares-3.17%2026-06-302026-07-23

Sponsored

3M COMPANY COM 3M COMPANY COM6.0K shares0.20%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.3K shares1.31%2026-06-302026-07-23

GLD SPDR GOLD TRUST GOLD SHS2.6K shares19.13%2026-06-302026-07-23

VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF12.1K shares-2.87%2026-06-302026-07-23

SON SONOCO PRODS CO COM16.7K shares0.00%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC10.7K shares-17.57%2026-06-302026-07-23

IJT ISHARES TR S&P SMLCP GROW5.2K sharesnew addition2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ29.4K shares35.74%2026-06-302026-07-23

Sponsored

COP CONOCOPHILLIPS COM9.0K shares0.00%2026-06-302026-07-23

ANET ARISTA NETWORKS INC COM5.4K shares-2.34%2026-06-302026-07-23

AMGN AMGEN INC COM2.5K shares-1.41%2026-06-302026-07-23

FREEPORT-MCMORAN COPPER & GOLD COM FREEPORT-MCMORAN COPPER & GOLD COM14.3K shares1.11%2026-06-302026-07-23

PYLD PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE33.8K shares6.71%2026-06-302026-07-23

ADOBE INC COM ADOBE INC COM4.4K shares7.16%2026-06-302026-07-23

IWR ISHARES TR RUSSELL MIDCAP INDEX FD8.0K shares0.46%2026-06-302026-07-23

DHR DANAHER CORPORATION4.6K shares-1.44%2026-06-302026-07-23

Sponsored

PSX PHILLIPS 66 COM5.2K shares-4.42%2026-06-302026-07-23

EFA ISHARES TR INDEX MSCI EAFE IDX8.3K shares-0.84%2026-06-302026-07-23

ECL ECOLAB INC COM3.0K shares-6.30%2026-06-302026-07-23

IYW ISHARES TR DJ US TECH SEC3.3K shares0.00%2026-06-302026-07-23

VONV VANGUARD RUSSELL 1000 VALUE ETF7.9K shares-5.03%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW COM NEW6.4K shares-17.65%2026-06-302026-07-23

IUSV ISHARES CORE S&P VALUE7.3K shares0.00%2026-06-302026-07-23

QCOM QUALCOMM INC COM4.3K shares-2.63%2026-06-302026-07-23

Sponsored

ST PAUL TRAVELERS COS ST PAUL TRAVELERS COS2.4K shares0.00%2026-06-302026-07-23

DIS DISNEY WALT CO COM8.2K shares-4.98%2026-06-302026-07-23

BMY BRISTOL MYERS SQUIBB13.5K shares-2.23%2026-06-302026-07-23

TMO THERMO FISHER SCIENTIFIC INC1.6K shares-9.02%2026-06-302026-07-23

APH AMPHENOL CORP NEW4.4K shares0.94%2026-06-302026-07-23

RSP INVESCO ETF S&P 500 EQUAL WEIGHT3.6K shares-0.66%2026-06-302026-07-23

LNG CHENIERE ENERGY INC COM NEW3.2K shares-0.12%2026-06-302026-07-23

BA BOEING CO COM3.5K shares-1.61%2026-06-302026-07-23

Sponsored

IAU ISHARES GOLD TRUST10.1K shares-0.33%2026-06-302026-07-23

NVS NOVARTIS A G SPONSORED ADR4.8K shares-0.35%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF12.6K shares17.69%2026-06-302026-07-23

IWP ISHARES TR INDEX RUSSELL MCP GR5.1K shares0.00%2026-06-302026-07-23

FEUS FLEXSHARES TR ESG & CLM US LRG9.2K shares-1.60%2026-06-302026-07-23

GLW CORNING INC COM2.9K shares-17.54%2026-06-302026-07-23

AXP AMERICAN EXPRESS2.1K shares-0.05%2026-06-302026-07-23

TXN TEXAS INSTRUMENTS2.4K shares0.08%2026-06-302026-07-23

Sponsored

SPSM SPDR SER TR PORTFOLIO SM ETF12.1K shares6.10%2026-06-302026-07-23

MDLZ MONDELEZ INTL INC CL A12.0K shares-0.33%2026-06-302026-07-23

SOXX ISHARES TR PHLX SEMICND ETF1.1K shares0.00%2026-06-302026-07-23

C CITIGROUP INC COM NEW4.9K shares0.27%2026-06-302026-07-23

IWD ISHARES TR RUSSELL1000VAL2.8K shares-4.72%2026-06-302026-07-23

Q QNITY ELECTRONICS INC COM4.2K shares0.00%2026-06-302026-07-23

IVE ISHARES TR S&P 500 VAL ETF3.0K shares-5.77%2026-06-302026-07-23

HONEYWELL TECHNOLOGIES HONEYWELL TECHNOLOGIES3.0K sharesnew addition2026-06-302026-07-23

Sponsored

BAC BANK OF AMERICA CORP COM11.9K shares-0.81%2026-06-302026-07-23

KLAC KLA-TENCOR CORP COM2.2K shares909.91%2026-06-302026-07-23

VYMI VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF6.9K shares16.09%2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.0K sharesnew addition2026-06-302026-07-23

MS MORGAN STANLEY DEAN WITTER3.2K shares1.23%2026-06-302026-07-23

PRF INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF12.4K shares0.00%2026-06-302026-07-23

CI CIGNA CORP NEW2.4K shares0.17%2026-06-302026-07-23

STT STATE STREET CORP3.9K shares0.00%2026-06-302026-07-23

Sponsored

EFV ISHARES TR MSCI VAL IDX8.5K shares-0.75%2026-06-302026-07-23

CHUBB LIMITED COM CHUBB LIMITED COM1.9K shares-1.36%2026-06-302026-07-23

XLF FINANCIAL SELECT SECTOR SPDR12.0K shares-11.71%2026-06-302026-07-23

XLI SELECT SECTOR SPDR TR SBI INT-INDS3.5K shares-0.72%2026-06-302026-07-23

MO ALTRIA GROUP INC8.8K shares0.28%2026-06-302026-07-23

VGT VANGUARD WORLD FDS INF TECH ETF5.3K shares909.89%2026-06-302026-07-23

VLO VALERO ENERGY CORP NEW COM2.4K shares-22.54%2026-06-302026-07-23

TJX TJX COS INC NEW COM4.0K shares-3.33%2026-06-302026-07-23

Sponsored

AEP AMERICAN ELECTRIC POWER4.4K shares-0.05%2026-06-302026-07-23

PFE PFIZER INC COM24.5K shares3.56%2026-06-302026-07-23

DOV DOVER CORP2.6K shares-0.53%2026-06-302026-07-23

WTM WHITE MTNS INS GROUP LTD COM275 shares0.00%2026-06-302026-07-23

TILT FLEXSHARES MORNINGSTAR US2.0K shares0.00%2026-06-302026-07-23

XLY CONSUMER DISCRETIONARY SLCT4.8K shares0.42%2026-06-302026-07-23

CRM SALESFORCE COM INC COM3.6K shares-15.33%2026-06-302026-07-23

IRM IRON MTN INC NEW COM4.4K shares0.36%2026-06-302026-07-23

Sponsored

CEG CONSTELLATION ENERGY CORP2.3K shares-0.31%2026-06-302026-07-23

BKNG BOOKING HLDGS INC.COM3.1K sharesnew addition2026-06-302026-07-23

VOE VANGUARD INDEX FDS MCAP VL IDXVIP2.8K shares6.84%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC COM3.1K shares-0.03%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS13.1K shares0.23%2026-06-302026-07-23

IQDF FLEXSHARES TRUST INTERNATIONAL QUALITY DIV16.0K shares0.00%2026-06-302026-07-23

PNC PNC FINL SVCS GROUP INC COM2.2K shares-0.18%2026-06-302026-07-23

ASTRAZENECA PLC ASTRAZENECA PLC2.8K shares7.65%2026-06-302026-07-23

Sponsored

XLV SELECT SECTOR SPDR TR ST STR CARE ETF3.3K shares-1.45%2026-06-302026-07-23

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A4.1K shares-7.86%2026-06-302026-07-23

XLG INVESCO EXCHANGE TRADED FD TS&P 500 TOP 508.2K shares-2.05%2026-06-302026-07-23

XLC SELECT SECTOR SPDR COMMUNICATIONS INDX4.6K shares1.09%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF16.0K shares-6.89%2026-06-302026-07-23

NVO NOVO-NORDISK A S ADR9.8K shares0.00%2026-06-302026-07-23

USB US BANCORP COM NEW7.7K shares0.00%2026-06-302026-07-23

IR INGERSOLL RAND INC COM5.7K shares-0.02%2026-06-302026-07-23

Sponsored

BK BANK OF NY MELLON CORP COM3.2K shares-1.03%2026-06-302026-07-23

SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS5.7K shares-0.26%2026-06-302026-07-23

MAR MARRIOTT INTL INC NEW CL A1.2K shares-0.43%2026-06-302026-07-23

APD AIR PRODS & CHEMS INC COM1.5K shares-0.20%2026-06-302026-07-23

GILD GILEAD SCIENCES INC3.3K shares-9.28%2026-06-302026-07-23

DVY ISHARES TR INDEX DJ SEL DIV INX2.6K shares-8.62%2026-06-302026-07-23

NOC NORTHROP GRUMMAN CORP COM799 shares0.00%2026-06-302026-07-23

SCHB SCHWAB STRATEGIC TR US BRD MKT ETF13.9K shares-6.07%2026-06-302026-07-23

Sponsored

SMMU PIMCO ETF TR SHTRM MUN BD ACT7.9K shares33.24%2026-06-302026-07-23

FMHI FIRST TR EXCHANGE TRADED FD MUNICIPAL HIGH8.1K sharesnew addition2026-06-302026-07-23

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC2.9K sharesnew addition2026-06-302026-07-23

SERVICENOW INC COM SERVICENOW INC COM3.9K shares23.95%2026-06-302026-07-23

QUANTA SVCS INC COM QUANTA SVCS INC COM535 shares29.54%2026-06-302026-07-23

PKG PACKAGING CORP AMER COM1.6K shares0.25%2026-06-302026-07-23

ABT ABBOTT LABS COM4.1K shares-9.54%2026-06-302026-07-23

ACWI ISHARES TR MSCI ACWI INDX2.4K shares-3.84%2026-06-302026-07-23

Sponsored

AVUV TR AVANTIS2.9K shares0.00%2026-06-302026-07-23

PAYX PAYCHEX INC COM3.7K shares1.23%2026-06-302026-07-23

BDX BECTON DICKINSON & CO2.4K shares43.81%2026-06-302026-07-23

UBER UBER TECHNOLOGIES INC COM5.0K shares0.00%2026-06-302026-07-23

IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND2.2K shares0.00%2026-06-302026-07-23

VUG VANGUARD INDEX FDS GROWTH ETF4.1K shares553.71%2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A466 sharesnew addition2026-06-302026-07-23

ADI ANALOG DEVICES INC895 shares-0.33%2026-06-302026-07-23

Sponsored

BN BROOKFIELD ASSET MGMT INC8.3K shares0.44%2026-06-302026-07-23

HELO J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA5.2K shares0.00%2026-06-302026-07-23

SPYV SPDR SERIES TRUST ST STR P500VAL5.8K shares0.00%2026-06-302026-07-23

PH PARKER HANNIFIN CORP COM360 shares0.00%2026-06-302026-07-23

LOW LOWES COMPANIES1.6K shares-2.74%2026-06-302026-07-23

EXC EXELON CORP COM7.5K shares-2.59%2026-06-302026-07-23

SLB SCHLUMBERGER LTD7.5K shares0.00%2026-06-302026-07-23

HYGV FLEXSHARES TR HIG YLD VL ETF8.4K sharesnew addition2026-06-302026-07-23

Sponsored

SNDK SANDISK CORP COM149 sharesnew addition2026-06-302026-07-23

HCA HCA HLDGS INC COM855 shares0.00%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC INTL EQUITYETF12.0K shares-17.52%2026-06-302026-07-23

HDV ISHARES TR CORE HIGH DV ETF12.1K shares400.00%2026-06-302026-07-23

MDY SPDR S & P MIDCAP ETF467 shares0.00%2026-06-302026-07-23

FDX FEDEX CORP1.0K shares0.00%2026-06-302026-07-23

IHE ISHARES TR DJ PHARMA INDX3.3K shares0.00%2026-06-302026-07-23

WMB WILLIAMS COS INC COM4.4K shares-0.05%2026-06-302026-07-23

Sponsored

IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX2.5K shares-10.78%2026-06-302026-07-23

O REALTY INCOME CORP COM5.2K shares-0.27%2026-06-302026-07-23

SBUX STARBUCKS CORP COM3.2K shares0.41%2026-06-302026-07-23

BX BLACKSTONE GROUP INC COM CL A2.7K shares-23.96%2026-06-302026-07-23

APPLIED MATERIALS APPLIED MATERIALS444 sharesnew addition2026-06-302026-07-23

T AT&T INC COM15.5K shares-2.84%2026-06-302026-07-23

CARR CARRIER GLOBAL CORPORATION COM4.3K shares0.00%2026-06-302026-07-23

OEF I SHARES TR S&P 100 ETF866 shares-0.46%2026-06-302026-07-23

Sponsored

AVY AVERY DENNISON CORP COM1.9K shares0.05%2026-06-302026-07-23

JPIE J P MORGAN EXCHANGE TRADED FINCOME ETF6.8K sharesnew addition2026-06-302026-07-23

TROW T. ROWE PRICE GROUP INC2.7K shares0.00%2026-06-302026-07-23

LABORATORY CORP AMER HLDGS COM NEW LABORATORY CORP AMER HLDGS COM NEW1.1K shares0.00%2026-06-302026-07-23

KVUE KENVUE INC COM15.9K shares0.00%2026-06-302026-07-23

PMBS PIMCO ETF TR MTG BKD SECS ACT6.1K shares46.01%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A2.6K shares-10.33%2026-06-302026-07-23

NOBL PROSHARES TR S&P 500 DV ARIST5.3K shares90.43%2026-06-302026-07-23

Sponsored

IGV ISHARES TR EXPANDED TECH3.3K shares27.20%2026-06-302026-07-23

DOMINION ENERGY INC COM DOMINION ENERGY INC COM4.4K shares-0.50%2026-06-302026-07-23

REGL PROSHARES TR S&P MDCP 400 DIV3.3K shares-17.69%2026-06-302026-07-23

FNF FIDELITY NATL FINL INC COM SHS6.3K shares-0.30%2026-06-302026-07-23

RUSHA RUSH ENTERPRISES INC CL A4.0K shares0.00%2026-06-302026-07-23

BP BP AMOCO PLC ADS (UK)7.9K shares-2.20%2026-06-302026-07-23

SPG SIMON PPTY GROUP INC NEW COM1.3K shares0.31%2026-06-302026-07-23

LIN LINDE PLC COM EURO .001556 shares-0.18%2026-06-302026-07-23

Sponsored

ROYAL CARIBBEAN CRUISES LTD COM ROYAL CARIBBEAN CRUISES LTD COM897 shares-0.33%2026-06-302026-07-23

EES WISDOMTREE TRUST SMLCAP EARN FD4.2K shares0.00%2026-06-302026-07-23

CORTEVA INC COM CORTEVA INC COM3.3K shares0.00%2026-06-302026-07-23

FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION15.0K shares0.00%2026-06-302026-07-23

BKDV BNY MELLON ETF TRUST II DYNAMIC VALUE8.4K shares-5.94%2026-06-302026-07-23

IGF ISHARES TR GLB INFRASTR ETF4.1K shares0.00%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR US SML CAP ETF7.5K shares0.00%2026-06-302026-07-23

QUAL ISHARES TR USA QUALITY FCTR1.2K shares0.00%2026-06-302026-07-23

Sponsored

WASTE MANAGEMENT INC DEL WASTE MANAGEMENT INC DEL1.2K shares-15.17%2026-06-302026-07-23

COF CAPITAL ONE FINL CORP COM1.3K shares-1.34%2026-06-302026-07-23

SHW SHERWIN WILLIAMS CO COM769 shares1.85%2026-06-302026-07-23

KKR KKR & CO INC COM2.9K shares1.41%2026-06-302026-07-23

TRGP TARGA RES CORP COM984 shares0.00%2026-06-302026-07-23

FLOT ISHARES FLOATING RATE BOND ETF5.2K shares0.00%2026-06-302026-07-23

RY ROYAL BK CDA MONTREAL QUE COM1.2K sharesnew addition2026-06-302026-07-23

PRU PRUDENTIAL FINANCIAL INCORP2.4K sharesnew addition2026-06-302026-07-23

Sponsored

ES EVERSOURCE ENERGY COM3.5K shares-0.54%2026-06-302026-07-23

OGE OGE ENERGY CORP COM5.2K shares0.00%2026-06-302026-07-23

ESGD ISHARES TR ESG AW MSCI EAFE2.5K shares0.00%2026-06-302026-07-23

CMS CMS ENERGY CORP3.3K shares0.03%2026-06-302026-07-23

ALLEGION PUB LTD CO ORD SHS ALLEGION PUB LTD CO ORD SHS1.8K shares0.45%2026-06-302026-07-23

GUNR FLEXSHARES TR MORNSTAR UPSTR5.0K shares-2.11%2026-06-302026-07-23

SPDR SER TR RUSSELL 1000 ETF SPDR SER TR RUSSELL 1000 ETF2.8K shares-1.09%2026-06-302026-07-23

SDY SPDR SERIES TRUST S&P DIVID ETF1.6K shares-13.33%2026-06-302026-07-23

Sponsored

FTNT FORTINET INC COM1.6K sharesnew addition2026-06-302026-07-23

ALL ALLSTATE CORP COM1.0K shares0.97%2026-06-302026-07-23

MNST MONSTER BEVERAGE CORP NEW COM2.6K sharesnew addition2026-06-302026-07-23

SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL3.3K shares0.00%2026-06-302026-07-23

WEC WEC ENERGY GROUP INC COM2.1K shares0.00%2026-06-302026-07-23

WDC WESTERN DIGITAL CORP COM377 sharesnew addition2026-06-302026-07-23

XLE SELECT SECTOR SPDR TR SBI INT-ENERGY4.5K shares15.29%2026-06-302026-07-23

HEI HEICO CORP NEW672 sharesnew addition2026-06-302026-07-23

Sponsored

IWO ISHARES TR INDEX RUSL 2000 GROW604 sharesnew addition2026-06-302026-07-23

DON WISDOMTREE TRUST MIDCAP DIVI FD4.2K shares0.00%2026-06-302026-07-23

ISHARES TR INDEX BARCLY USAGG B ISHARES TR INDEX BARCLY USAGG B2.4K shares-0.58%2026-06-302026-07-23

EFG ISHARES TR MSCI GRW IDX1.9K shares-2.02%2026-06-302026-07-23

COR AMERISOURCE BERGEN CORP823 shares0.86%2026-06-302026-07-23

BWXT BWX TECHNOLOGIES INC COM1.2K shares0.25%2026-06-302026-07-23

IDV ISHARES INTL SELECT DIVIDENDETF5.5K shares0.00%2026-06-302026-07-23

MMC MARSH & MCLENNAN COS INC COM1.3K shares-3.24%2026-06-302026-07-23

Sponsored

ISRG INTUITIVE SURGICAL INC COM NEW561 shares-18.46%2026-06-302026-07-23

MBB ISHARES MBS ETF2.4K shares-4.97%2026-06-302026-07-23

GNR SPDR INDEX SHS FDS GLB NAT RESRCE3.3K shares0.00%2026-06-302026-07-23

VBIL VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF2.9K sharesnew addition2026-06-302026-07-23

MEDTRONIC PLC MEDTRONIC PLC2.8K shares-3.33%2026-06-302026-07-23

TCAL T ROWE PRICE ETF INC CAPITAL APPRECIA9.8K sharesnew addition2026-06-302026-07-23

MPWR MONOLITHIC PWR SYS INC COM158 sharesnew addition2026-06-302026-07-23

IBTG ISHARES TR IBONDS 26 TRM TS9.5K shares0.00%2026-06-302026-07-23

Sponsored

ORLY O REILLY AUTOMOTIVE INC NEW COM2.4K shares-2.60%2026-06-302026-07-23

FLEX FLEXTRONICS INTL LTD ORD1.3K sharesnew addition2026-06-302026-07-23

VRTX VERTEX PHARMACEUTICALS INC COM433 shares-30.83%2026-06-302026-07-23

ALPS ETF TR ALERIAN MLP ALPS ETF TR ALERIAN MLP4.1K sharesnew addition2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR US MID-CAP ETF5.8K sharesnew addition2026-06-302026-07-23

SCCO SOUTHERN COPPER CORP COM1.2K shares0.91%2026-06-302026-07-23

SEAGATE TECHNOLOGY HDGS, PLC SEAGATE TECHNOLOGY HDGS, PLC220 sharesnew addition2026-06-302026-07-23

SPMD SPDR SERIES TRUST PORTFOLIO MD ETF3.1K sharesnew addition2026-06-302026-07-23

Sponsored

DTE DTE ENERGY CO COM1.4K shares0.00%2026-06-302026-07-23

S & P GLOBAL INC S & P GLOBAL INC516 shares-3.55%2026-06-302026-07-23

USIG ISHARES TR USD INV GRDE ETF4.1K shares2.53%2026-06-302026-07-23

XBI SPDR SERIES TRUST S&P BIOTECH1.3K sharesnew addition2026-06-302026-07-23

EQT EQT CORP COM3.9K shares0.00%2026-06-302026-07-23

MRVL MARVEL TECHNOLOGY GR696 sharesnew addition2026-06-302026-07-23

J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM3.3K sharesnew addition2026-06-302026-07-23

VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS3.7K shares0.00%2026-06-302026-07-23

Sponsored

HWM HOWMET AEROSPACE INC COM760 sharesnew addition2026-06-302026-07-23

UL UNILEVER PLC SPON ADR NEW3.4K shares-6.26%2026-06-302026-07-23

NUVEEN QUALITY MUNCP INCOME COM NUVEEN QUALITY MUNCP INCOME COM11.1K shares0.00%2026-06-302026-07-23

NUV NUVEEN MUN VALUE FD INC COM11.5K shares0.00%2026-06-302026-07-23

WIT WIPRO LTD SPONS ADR26.5K shares4.06%2026-06-302026-07-23

LPL LG DISPLAY CO LTD SPONS ADR REP13.8K shares7.31%2026-06-302026-07-23

AAPL

APPLE COMPUTER INC. CMN.

-0.73%

Shares106.8K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON COM

-0.01%

Shares132.4K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON COM

-0.62%

Shares67.8K

Event2026-06-30

Filed2026-07-23

LLY

LILLY ELI & COMPANY

-0.52%

Shares10.4K

Event2026-06-30

Filed2026-07-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares16

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT COM

1.81%

Shares27.7K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC.

-2.80%

Shares29.2K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING INC - TAXABLE

-0.06%

Shares42.7K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC CAP STK CL A

-1.15%

Shares25.5K

Event2026-06-30

Filed2026-07-23

JP MORGAN CHASE & CO COM

-0.50%

Shares27.3K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

-4.05%

Shares23.6K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC COM

-0.98%

Shares33.6K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORP

-23.19%

Shares35.9K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS S&P 500 ETF SHS

7.22%

Shares9.6K

Event2026-06-30

Filed2026-07-23

ISHARES TR S&P 500 INDEX

-7.19%

Shares8.2K

Event2026-06-30

Filed2026-07-23

SPDR TR UNIT SER 1

-0.80%

Shares7.3K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.21%

Shares10.2K

Event2026-06-30

Filed2026-07-23

WMT

WAL-MART

-0.17%

Shares44.5K

Event2026-06-30

Filed2026-07-23

VISA INC COM CL A

0.11%

Shares14.1K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC COM

-11.34%

Shares4.4K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION COM

-0.59%

Shares24.0K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR UNIT SER 1

-4.53%

Shares6.1K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO.

-0.07%

Shares30.4K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FD EUROPE PAC ETF

2.33%

Shares60.8K

Event2026-06-30

Filed2026-07-23

HOME DEPOT COM

0.11%

Shares12.2K

Event2026-06-30

Filed2026-07-23

TGT

TARGET CORPORATION

0.00%

Shares31.2K

Event2026-06-30

Filed2026-07-23

CISCO

-1.98%

Shares32.8K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

-0.13%

Shares28.2K

Event2026-06-30

Filed2026-07-23

ABBVIE INC COM

-0.05%

Shares13.6K

Event2026-06-30

Filed2026-07-23

DEERE & CO COM

-0.13%

Shares5.3K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR CORE S&P TTL STK

0.00%

Shares19.4K

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC COM

-0.33%

Shares4.3K

Event2026-06-30

Filed2026-07-23

VANGUARD MID CAP ETF

344.39%

Shares37.4K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC COM

-5.59%

Shares8.5K

Event2026-06-30

Filed2026-07-23

FACEBOOK INC CL A

-1.83%

Shares5.1K

Event2026-06-30

Filed2026-07-23

IWM

ISHARES TR RUSSELL 2000

-0.64%

Shares9.4K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC COM

-0.50%

Shares4.8K

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS SMALL CP ETF

2.50%

Shares8.0K

Event2026-06-30

Filed2026-07-23

VANGUARD TOTAL STK MKT ETF

-3.69%

Shares6.5K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF

2.55%

Shares15.3K

Event2026-06-30

Filed2026-07-23

ASML

ASML HOLDING NV NY REG SHS

0.94%

Shares1.2K

Event2026-06-30

Filed2026-07-23

VGIT

VANGUARD SCOTTSDALE FDS INTER TERM TREAS

-3.25%

Shares39.6K

Event2026-06-30

Filed2026-07-23

VOOG

VANGUARD ADMIRAL FDS INC 500 GRTH IDX F

516.86%

Shares28.0K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR S&P 500 GRWT ETF

-1.66%

Shares16.0K

Event2026-06-30

Filed2026-07-23

JPST

JP MORGAN ETF ULTRA SHORT INCOME

1.09%

Shares42.2K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR INDEX RUSSELL1000GRW

300.00%

Shares16.6K

Event2026-06-30

Filed2026-07-23

SCHW

SCHWAB CHARLES CORP NEW COM

-0.22%

Shares21.8K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP COM

-0.42%

Shares7.3K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP CMN

-0.15%

Shares4.6K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS

-6.59%

Shares1.9K

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHERN CORP COM

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-23

VRSK

VERISK ANALYTICS INC CL A

-14.43%

Shares10.5K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

-0.37%

Shares13.9K

Event2026-06-30

Filed2026-07-23

XLK

TECHNOLOGY SELECT SECTOR

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-23

MCO

MOODYS CORP COM

0.10%

Shares4.1K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED CL A

-0.22%

Shares3.6K

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORPORATION

-3.14%

Shares5.1K

Event2026-06-30

Filed2026-07-23

COCA COLA CO COM

-0.01%

Shares22.0K

Event2026-06-30

Filed2026-07-23

IBM

INTL BUSINESS MACHINES COM

-1.82%

Shares6.3K

Event2026-06-30

Filed2026-07-23

COSTCO WHSL CORP NEW COM

2.89%

Shares1.9K

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORP

-1.30%

Shares5.5K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF

2.21%

Shares6.9K

Event2026-06-30

Filed2026-07-23

CVS

CVS CORP.

-0.11%

Shares15.6K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR

15.90%

Shares3.4K

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC COM

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO

-0.02%

Shares17.0K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR S&P MIDCAP 400

-4.90%

Shares20.2K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP COM

-1.67%

Shares3.1K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR S&P SMALL CAP 600 INDEX

0.01%

Shares10.5K

Event2026-06-30

Filed2026-07-23

MINT

PIMCO ETF TR ENHAN SHRT MA AC

-7.70%

Shares14.5K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC CORE MSCI EMKT

1.77%

Shares17.1K

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC COM

-0.02%

Shares4.9K

Event2026-06-30

Filed2026-07-23

INTC

INTEL COM

-3.19%

Shares10.0K

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES DIVIDEND GROWTH ETF

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-23

GWW

GRAINGER W.W. INC

0.00%

Shares993

Event2026-06-30

Filed2026-07-23

JMST

J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL

17.24%

Shares26.1K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO NEW COM

-0.60%

Shares16.1K

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY - CLARK CORP

4.30%

Shares12.1K

Event2026-06-30

Filed2026-07-23

GENERAL ELECTRIC CO COM NEW

1.26%

Shares3.5K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC COM

-10.22%

Shares1.1K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA MTRS INC COM

-4.72%

Shares3.0K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP COM

-0.80%

Shares4.6K

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELECTRIC

0.38%

Shares8.4K

Event2026-06-30

Filed2026-07-23

ISHARES TR CORE MSCI EAFE

3.61%

Shares12.4K

Event2026-06-30

Filed2026-07-23

SOUTHERN COMPANY

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-23

CAFX

PROFESIONALLY MANAGED PORTFOCONGRESS INTERME

0.00%

Shares45.9K

Event2026-06-30

Filed2026-07-23

NETFLIX INC COM

-2.90%

Shares15.8K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FD LARGE CAP ETF

-5.64%

Shares3.2K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC COM

-0.60%

Shares9.2K

Event2026-06-30

Filed2026-07-23

ISTB

ISHARES TR CORE 1 5 YR USD

306.31%

Shares22.2K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS VALUE ETF

1.96%

Shares4.8K

Event2026-06-30

Filed2026-07-23

ORACLE CORPORATION

0.67%

Shares7.2K

Event2026-06-30

Filed2026-07-23

ITW

ILLINOIS TOOL WKS INC COM

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP COM

-3.17%

Shares2.3K

Event2026-06-30

Filed2026-07-23

3M COMPANY COM

0.20%

Shares6.0K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

1.31%

Shares2.3K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TRUST GOLD SHS

19.13%

Shares2.6K

Event2026-06-30

Filed2026-07-23

VCSH

VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF

-2.87%

Shares12.1K

Event2026-06-30

Filed2026-07-23

SON

SONOCO PRODS CO COM

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

-17.57%

Shares10.7K

Event2026-06-30

Filed2026-07-23

IJT

ISHARES TR S&P SMLCP GROW

New

Shares5.2K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR US DIVIDEND EQ

35.74%

Shares29.4K

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS COM

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC COM

-2.34%

Shares5.4K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC COM

-1.41%

Shares2.5K

Event2026-06-30

Filed2026-07-23

FREEPORT-MCMORAN COPPER & GOLD COM

1.11%

Shares14.3K

Event2026-06-30

Filed2026-07-23

PYLD

PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE

6.71%

Shares33.8K

Event2026-06-30

Filed2026-07-23

ADOBE INC COM

7.16%

Shares4.4K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR RUSSELL MIDCAP INDEX FD

0.46%

Shares8.0K

Event2026-06-30

Filed2026-07-23

DHR

DANAHER CORPORATION

-1.44%

Shares4.6K

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66 COM

-4.42%

Shares5.2K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR INDEX MSCI EAFE IDX

-0.84%

Shares8.3K

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB INC COM

-6.30%

Shares3.0K

Event2026-06-30

Filed2026-07-23

IYW

ISHARES TR DJ US TECH SEC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

VONV

VANGUARD RUSSELL 1000 VALUE ETF

-5.03%

Shares7.9K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW COM NEW

-17.65%

Shares6.4K

Event2026-06-30

Filed2026-07-23

IUSV

ISHARES CORE S&P VALUE

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC COM

-2.63%

Shares4.3K

Event2026-06-30

Filed2026-07-23

ST PAUL TRAVELERS COS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO COM

-4.98%

Shares8.2K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL MYERS SQUIBB

-2.23%

Shares13.5K

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

-9.02%

Shares1.6K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP NEW

0.94%

Shares4.4K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO ETF S&P 500 EQUAL WEIGHT

-0.66%

Shares3.6K

Event2026-06-30

Filed2026-07-23

LNG

CHENIERE ENERGY INC COM NEW

-0.12%

Shares3.2K

Event2026-06-30

Filed2026-07-23

BOEING CO COM

-1.61%

Shares3.5K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TRUST

-0.33%

Shares10.1K

Event2026-06-30

Filed2026-07-23

NVS

NOVARTIS A G SPONSORED ADR

-0.35%

Shares4.8K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX FEMR MKT ETF

17.69%

Shares12.6K

Event2026-06-30

Filed2026-07-23

IWP

ISHARES TR INDEX RUSSELL MCP GR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-23

FEUS

FLEXSHARES TR ESG & CLM US LRG

-1.60%

Shares9.2K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC COM

-17.54%

Shares2.9K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS

-0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRUMENTS

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-23

SPSM

SPDR SER TR PORTFOLIO SM ETF

6.10%

Shares12.1K

Event2026-06-30

Filed2026-07-23

MDLZ

MONDELEZ INTL INC CL A

-0.33%

Shares12.0K

Event2026-06-30

Filed2026-07-23

SOXX

ISHARES TR PHLX SEMICND ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC COM NEW

0.27%

Shares4.9K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR RUSSELL1000VAL

-4.72%

Shares2.8K

Event2026-06-30

Filed2026-07-23

QNITY ELECTRONICS INC COM

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR S&P 500 VAL ETF

-5.77%

Shares3.0K

Event2026-06-30

Filed2026-07-23

HONEYWELL TECHNOLOGIES

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMERICA CORP COM

-0.81%

Shares11.9K

Event2026-06-30

Filed2026-07-23

KLAC

KLA-TENCOR CORP COM

909.91%

Shares2.2K

Event2026-06-30

Filed2026-07-23

VYMI

VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF

16.09%

Shares6.9K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY DEAN WITTER

1.23%

Shares3.2K

Event2026-06-30

Filed2026-07-23

PRF

INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-23

CIGNA CORP NEW

0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-23

STT

STATE STREET CORP

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-23

EFV

ISHARES TR MSCI VAL IDX

-0.75%

Shares8.5K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED COM

-1.36%

Shares1.9K

Event2026-06-30

Filed2026-07-23

XLF

FINANCIAL SELECT SECTOR SPDR

-11.71%

Shares12.0K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR SBI INT-INDS

-0.72%

Shares3.5K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

0.28%

Shares8.8K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FDS INF TECH ETF

909.89%

Shares5.3K

Event2026-06-30

Filed2026-07-23

VLO

VALERO ENERGY CORP NEW COM

-22.54%

Shares2.4K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW COM

-3.33%

Shares4.0K

Event2026-06-30

Filed2026-07-23

AEP

AMERICAN ELECTRIC POWER

-0.05%

Shares4.4K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC COM

3.56%

Shares24.5K

Event2026-06-30

Filed2026-07-23

DOV

DOVER CORP

-0.53%

Shares2.6K

Event2026-06-30

Filed2026-07-23

WTM

WHITE MTNS INS GROUP LTD COM

0.00%

Shares275

Event2026-06-30

Filed2026-07-23

TILT

FLEXSHARES MORNINGSTAR US

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

XLY

CONSUMER DISCRETIONARY SLCT

0.42%

Shares4.8K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE COM INC COM

-15.33%

Shares3.6K

Event2026-06-30

Filed2026-07-23

IRM

IRON MTN INC NEW COM

0.36%

Shares4.4K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP

-0.31%

Shares2.3K

Event2026-06-30

Filed2026-07-23

BKNG

BOOKING HLDGS INC.COM

New

Shares3.1K

Event2026-06-30

Filed2026-07-23

VOE

VANGUARD INDEX FDS MCAP VL IDXVIP

6.84%

Shares2.8K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC COM

-0.03%

Shares3.1K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS

0.23%

Shares13.1K

Event2026-06-30

Filed2026-07-23

IQDF

FLEXSHARES TRUST INTERNATIONAL QUALITY DIV

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC COM

-0.18%

Shares2.2K

Event2026-06-30

Filed2026-07-23

ASTRAZENECA PLC

7.65%

Shares2.8K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR ST STR CARE ETF

-1.45%

Shares3.3K

Event2026-06-30

Filed2026-07-23

ACCENTURE PLC IRELAND SHS CLASS A

-7.86%

Shares4.1K

Event2026-06-30

Filed2026-07-23

XLG

INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50

-2.05%

Shares8.2K

Event2026-06-30

Filed2026-07-23

XLC

SELECT SECTOR SPDR COMMUNICATIONS INDX

1.09%

Shares4.6K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR US LRG CAP ETF

-6.89%

Shares16.0K

Event2026-06-30

Filed2026-07-23

NVO

NOVO-NORDISK A S ADR

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-23

USB

US BANCORP COM NEW

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-23

INGERSOLL RAND INC COM

-0.02%

Shares5.7K

Event2026-06-30

Filed2026-07-23

BANK OF NY MELLON CORP COM

-1.03%

Shares3.2K

Event2026-06-30

Filed2026-07-23

SHEL

SHELL PLC SPONSORED ADR REPRESENTING B SHRS

-0.26%

Shares5.7K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW CL A

-0.43%

Shares1.2K

Event2026-06-30

Filed2026-07-23

APD

AIR PRODS & CHEMS INC COM

-0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

-9.28%

Shares3.3K

Event2026-06-30

Filed2026-07-23

DVY

ISHARES TR INDEX DJ SEL DIV INX

-8.62%

Shares2.6K

Event2026-06-30

Filed2026-07-23

NOC

NORTHROP GRUMMAN CORP COM

0.00%

Shares799

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR US BRD MKT ETF

-6.07%

Shares13.9K

Event2026-06-30

Filed2026-07-23

SMMU

PIMCO ETF TR SHTRM MUN BD ACT

33.24%

Shares7.9K

Event2026-06-30

Filed2026-07-23

FMHI

FIRST TR EXCHANGE TRADED FD MUNICIPAL HIGH

New

Shares8.1K

Event2026-06-30

Filed2026-07-23

DUPONT DE NEMOURS INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-23

SERVICENOW INC COM

23.95%

Shares3.9K

Event2026-06-30

Filed2026-07-23

QUANTA SVCS INC COM

29.54%

Shares535

Event2026-06-30

Filed2026-07-23

PKG

PACKAGING CORP AMER COM

0.25%

Shares1.6K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABS COM

-9.54%

Shares4.1K

Event2026-06-30

Filed2026-07-23

ACWI

ISHARES TR MSCI ACWI INDX

-3.84%

Shares2.4K

Event2026-06-30

Filed2026-07-23

AVUV

TR AVANTIS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

PAYX

PAYCHEX INC COM

1.23%

Shares3.7K

Event2026-06-30

Filed2026-07-23

BDX

BECTON DICKINSON & CO

43.81%

Shares2.4K

Event2026-06-30

Filed2026-07-23

UBER

UBER TECHNOLOGIES INC COM

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-23

IWS

ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS GROWTH ETF

553.71%

Shares4.1K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC CL A

New

Shares466

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

-0.33%

Shares895

Event2026-06-30

Filed2026-07-23

BROOKFIELD ASSET MGMT INC

0.44%

Shares8.3K

Event2026-06-30

Filed2026-07-23

HELO

J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-23

SPYV

SPDR SERIES TRUST ST STR P500VAL

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-23

PARKER HANNIFIN CORP COM

0.00%

Shares360

Event2026-06-30

Filed2026-07-23

LOW

LOWES COMPANIES

-2.74%

Shares1.6K

Event2026-06-30

Filed2026-07-23

EXC

EXELON CORP COM

-2.59%

Shares7.5K

Event2026-06-30

Filed2026-07-23

SLB

SCHLUMBERGER LTD

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-23

HYGV

FLEXSHARES TR HIG YLD VL ETF

New

Shares8.4K

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP COM

New

Shares149

Event2026-06-30

Filed2026-07-23

HCA

HCA HLDGS INC COM

0.00%

Shares855

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC INTL EQUITYETF

-17.52%

Shares12.0K

Event2026-06-30

Filed2026-07-23

HDV

ISHARES TR CORE HIGH DV ETF

400.00%

Shares12.1K

Event2026-06-30

Filed2026-07-23

MDY

SPDR S & P MIDCAP ETF

0.00%

Shares467

Event2026-06-30

Filed2026-07-23

FDX

FEDEX CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

IHE

ISHARES TR DJ PHARMA INDX

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

WMB

WILLIAMS COS INC COM

-0.05%

Shares4.4K

Event2026-06-30

Filed2026-07-23

IVOO

VANGUARD ADMIRAL FDS INC MIDCP 400 IDX

-10.78%

Shares2.5K

Event2026-06-30

Filed2026-07-23

REALTY INCOME CORP COM

-0.27%

Shares5.2K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP COM

0.41%

Shares3.2K

Event2026-06-30

Filed2026-07-23

BLACKSTONE GROUP INC COM CL A

-23.96%

Shares2.7K

Event2026-06-30

Filed2026-07-23

APPLIED MATERIALS

New

Shares444

Event2026-06-30

Filed2026-07-23

AT&T INC COM

-2.84%

Shares15.5K

Event2026-06-30

Filed2026-07-23

CARR

CARRIER GLOBAL CORPORATION COM

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-23

OEF

I SHARES TR S&P 100 ETF

-0.46%

Shares866

Event2026-06-30

Filed2026-07-23

AVY

AVERY DENNISON CORP COM

0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-23

JPIE

J P MORGAN EXCHANGE TRADED FINCOME ETF

New

Shares6.8K

Event2026-06-30

Filed2026-07-23

TROW

T. ROWE PRICE GROUP INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

LABORATORY CORP AMER HLDGS COM NEW

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

KVUE

KENVUE INC COM

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-23

PMBS

PIMCO ETF TR MTG BKD SECS ACT

46.01%

Shares6.1K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC CL A

-10.33%

Shares2.6K

Event2026-06-30

Filed2026-07-23

NOBL

PROSHARES TR S&P 500 DV ARIST

90.43%

Shares5.3K

Event2026-06-30

Filed2026-07-23

IGV

ISHARES TR EXPANDED TECH

27.20%

Shares3.3K

Event2026-06-30

Filed2026-07-23

DOMINION ENERGY INC COM

-0.50%

Shares4.4K

Event2026-06-30

Filed2026-07-23

REGL

PROSHARES TR S&P MDCP 400 DIV

-17.69%

Shares3.3K

Event2026-06-30

Filed2026-07-23

FNF

FIDELITY NATL FINL INC COM SHS

-0.30%

Shares6.3K

Event2026-06-30

Filed2026-07-23

RUSHA

RUSH ENTERPRISES INC CL A

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

BP AMOCO PLC ADS (UK)

-2.20%

Shares7.9K

Event2026-06-30

Filed2026-07-23

SPG

SIMON PPTY GROUP INC NEW COM

0.31%

Shares1.3K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC COM EURO .001

-0.18%

Shares556

Event2026-06-30

Filed2026-07-23

ROYAL CARIBBEAN CRUISES LTD COM

-0.33%

Shares897

Event2026-06-30

Filed2026-07-23

EES

WISDOMTREE TRUST SMLCAP EARN FD

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-23

CORTEVA INC COM

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

FSIG

FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-23

BKDV

BNY MELLON ETF TRUST II DYNAMIC VALUE

-5.94%

Shares8.4K

Event2026-06-30

Filed2026-07-23

IGF

ISHARES TR GLB INFRASTR ETF

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR US SML CAP ETF

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-23

QUAL

ISHARES TR USA QUALITY FCTR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

WASTE MANAGEMENT INC DEL

-15.17%

Shares1.2K

Event2026-06-30

Filed2026-07-23

COF

CAPITAL ONE FINL CORP COM

-1.34%

Shares1.3K

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN WILLIAMS CO COM

1.85%

Shares769

Event2026-06-30

Filed2026-07-23

KKR

KKR & CO INC COM

1.41%

Shares2.9K

Event2026-06-30

Filed2026-07-23

TRGP

TARGA RES CORP COM

0.00%

Shares984

Event2026-06-30

Filed2026-07-23

FLOT

ISHARES FLOATING RATE BOND ETF

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-23

ROYAL BK CDA MONTREAL QUE COM

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

PRU

PRUDENTIAL FINANCIAL INCORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-23

EVERSOURCE ENERGY COM

-0.54%

Shares3.5K

Event2026-06-30

Filed2026-07-23

OGE

OGE ENERGY CORP COM

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-23

ESGD

ISHARES TR ESG AW MSCI EAFE

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-23

CMS

CMS ENERGY CORP

0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-23

ALLEGION PUB LTD CO ORD SHS

0.45%

Shares1.8K

Event2026-06-30

Filed2026-07-23

GUNR

FLEXSHARES TR MORNSTAR UPSTR

-2.11%

Shares5.0K

Event2026-06-30

Filed2026-07-23

SPDR SER TR RUSSELL 1000 ETF

-1.09%

Shares2.8K

Event2026-06-30

Filed2026-07-23

SDY

SPDR SERIES TRUST S&P DIVID ETF

-13.33%

Shares1.6K

Event2026-06-30

Filed2026-07-23

FTNT

FORTINET INC COM

New

Shares1.6K

Event2026-06-30

Filed2026-07-23

ALL

ALLSTATE CORP COM

0.97%

Shares1.0K

Event2026-06-30

Filed2026-07-23

MNST

MONSTER BEVERAGE CORP NEW COM

New

Shares2.6K

Event2026-06-30

Filed2026-07-23

SPLV

INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

WEC

WEC ENERGY GROUP INC COM

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP COM

New

Shares377

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR SBI INT-ENERGY

15.29%

Shares4.5K

Event2026-06-30

Filed2026-07-23

HEI

HEICO CORP NEW

New

Shares672

Event2026-06-30

Filed2026-07-23

IWO

ISHARES TR INDEX RUSL 2000 GROW

New

Shares604

Event2026-06-30

Filed2026-07-23

DON

WISDOMTREE TRUST MIDCAP DIVI FD

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-23

ISHARES TR INDEX BARCLY USAGG B

-0.58%

Shares2.4K

Event2026-06-30

Filed2026-07-23

EFG

ISHARES TR MSCI GRW IDX

-2.02%

Shares1.9K

Event2026-06-30

Filed2026-07-23

COR

AMERISOURCE BERGEN CORP

0.86%

Shares823

Event2026-06-30

Filed2026-07-23

BWXT

BWX TECHNOLOGIES INC COM

0.25%

Shares1.2K

Event2026-06-30

Filed2026-07-23

IDV

ISHARES INTL SELECT DIVIDENDETF

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-23

MMC

MARSH & MCLENNAN COS INC COM

-3.24%

Shares1.3K

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC COM NEW

-18.46%

Shares561

Event2026-06-30

Filed2026-07-23

MBB

ISHARES MBS ETF

-4.97%

Shares2.4K

Event2026-06-30

Filed2026-07-23

GNR

SPDR INDEX SHS FDS GLB NAT RESRCE

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

VBIL

VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF

New

Shares2.9K

Event2026-06-30

Filed2026-07-23

MEDTRONIC PLC

-3.33%

Shares2.8K

Event2026-06-30

Filed2026-07-23

TCAL

T ROWE PRICE ETF INC CAPITAL APPRECIA

New

Shares9.8K

Event2026-06-30

Filed2026-07-23

MPWR

MONOLITHIC PWR SYS INC COM

New

Shares158

Event2026-06-30

Filed2026-07-23

IBTG

ISHARES TR IBONDS 26 TRM TS

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-23

ORLY

O REILLY AUTOMOTIVE INC NEW COM

-2.60%

Shares2.4K

Event2026-06-30

Filed2026-07-23

FLEX

FLEXTRONICS INTL LTD ORD

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

VRTX

VERTEX PHARMACEUTICALS INC COM

-30.83%

Shares433

Event2026-06-30

Filed2026-07-23

ALPS ETF TR ALERIAN MLP

New

Shares4.1K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR US MID-CAP ETF

New

Shares5.8K

Event2026-06-30

Filed2026-07-23

SCCO

SOUTHERN COPPER CORP COM

0.91%

Shares1.2K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HDGS, PLC

New

Shares220

Event2026-06-30

Filed2026-07-23

SPMD

SPDR SERIES TRUST PORTFOLIO MD ETF

New

Shares3.1K

Event2026-06-30

Filed2026-07-23

DTE

DTE ENERGY CO COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

S & P GLOBAL INC

-3.55%

Shares516

Event2026-06-30

Filed2026-07-23

USIG

ISHARES TR USD INV GRDE ETF

2.53%

Shares4.1K

Event2026-06-30

Filed2026-07-23

XBI

SPDR SERIES TRUST S&P BIOTECH

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

EQT

EQT CORP COM

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-23

MRVL

MARVEL TECHNOLOGY GR

New

Shares696

Event2026-06-30

Filed2026-07-23

J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM

New

Shares3.3K

Event2026-06-30

Filed2026-07-23

VGLT

VANGUARD SCOTTSDALE FDS LONG TERM TREAS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-23

HWM

HOWMET AEROSPACE INC COM

New

Shares760

Event2026-06-30

Filed2026-07-23

UNILEVER PLC SPON ADR NEW

-6.26%

Shares3.4K

Event2026-06-30

Filed2026-07-23

NUVEEN QUALITY MUNCP INCOME COM

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-23

NUV

NUVEEN MUN VALUE FD INC COM

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-23

WIT

WIPRO LTD SPONS ADR

4.06%

Shares26.5K

Event2026-06-30

Filed2026-07-23

LPL

LG DISPLAY CO LTD SPONS ADR REP

7.31%

Shares13.8K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available