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The Analysis of EVERMAY WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, EVERMAY WEALTH MANAGEMENT LLC holds 651 types of securities in its portfolio with a total value $970.9M. In the most recent quarter, they have increased their positions in SPTS (+257.1K shares, valued at $7.5M), VO (+83.9K shares, valued at $6.8M), SPTI (+162.7K shares, valued at $4.6M); decreased their positions in VOO (-13.0K shares, valued at $8.9M), SCHX (-233.9K shares, valued at $6.9M), IJH (-58.5K shares, valued at $4.5M); initiated new positions in MRVL (+1.1K shares, valued at $329.8K), VONV (+2.5K shares, valued at $267.1K), N/A (+1.1K shares, valued at $249.3K).

1M P&L

+15.8M+1.96%

3M P&L

+13.6M+1.68%

HY P&L

-6.6M-0.79%

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/A674.0M

81.7%

2Consumer Electronics19.1M

2.3%

3Internet Content & Information13.3M

1.6%

Top Industries by Stock Count

1N/A207 stocks

35.9%

2Utilities - Regulated Electric13 stocks

2.3%

3Banks - Regional13 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTI SPDR SERIES TRUST5.1M shares3.31%2026-06-302026-07-27

SCHX SCHWAB STRATEGIC TR4.1M shares-5.35%2026-06-302026-07-27

SPTS SPDR SERIES TRUST3.4M shares8.29%2026-06-302026-07-27

VOO VANGUARD INDEX FDS105.4K shares-10.98%2026-06-302026-07-27

IJH ISHARES TR533.3K shares-9.88%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T51.1K shares-3.57%2026-06-302026-07-27

ISHARES TR ISHARES TR40.4K shares2.98%2026-06-302026-07-27

SPDR SERIES TRUST SPDR SERIES TRUST327.4K shares15.49%2026-06-302026-07-27

Sponsored

SPMD SPDR SERIES TRUST370.1K shares11.75%2026-06-302026-07-27

SPSM SPDR SERIES TRUST349.7K shares8.71%2026-06-302026-07-27

AAPL APPLE INC66.0K shares-5.37%2026-06-302026-07-27

DFAI DIMENSIONAL ETF TRUST462.8K shares6.10%2026-06-302026-07-27

IEMG ISHARES INC217.1K shares5.09%2026-06-302026-07-27

AMZN AMAZON COM INC53.5K shares3.83%2026-06-302026-07-27

IJR ISHARES TR83.1K shares-8.39%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS75.0K shares-6.93%2026-06-302026-07-27

Sponsored

GOOGL ALPHABET INC31.0K shares-7.27%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS27.4K shares-11.01%2026-06-302026-07-27

VO VANGUARD INDEX FDS114.3K shares275.98%2026-06-302026-07-27

JMSB JOHN MARSHALL BANCORP INC351.1K shares0.34%2026-06-302026-07-27

MSFT MICROSOFT CORP17.0K shares-2.17%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.4K shares2.28%2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS93.7K shares443.98%2026-06-302026-07-27

LLY ELI LILLY & CO3.8K shares-2.33%2026-06-302026-07-27

Sponsored

XSOE WISDOMTREE TR88.9K shares-30.62%2026-06-302026-07-27

NVDA NVIDIA CORPORATION21.5K shares1.51%2026-06-302026-07-27

IWM ISHARES TR14.0K shares-1.73%2026-06-302026-07-27

VUG VANGUARD INDEX FDS47.4K shares454.32%2026-06-302026-07-27

CAT CATERPILLAR INC3.4K shares3.71%2026-06-302026-07-27

JEPI J P MORGAN EXCHANGE TRADED F63.6K shares-14.12%2026-06-302026-07-27

IWD ISHARES TR13.6K shares-5.31%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL6.6K shares-3.84%2026-06-302026-07-27

Sponsored

BROADCOM INC BROADCOM INC8.2K shares4.27%2026-06-302026-07-27

VISA INC VISA INC8.2K shares-1.38%2026-06-302026-07-27

PJAN INNOVATOR ETFS TRUST56.9K shares-2.41%2026-06-302026-07-27

IDV ISHARES TR67.8K shares-8.08%2026-06-302026-07-27

VB VANGUARD INDEX FDS8.7K shares-28.60%2026-06-302026-07-27

VTV VANGUARD INDEX FDS11.5K shares2.19%2026-06-302026-07-27

VGSH VANGUARD SCOTTSDALE FDS42.5K shares573.93%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS34.6K shares-13.08%2026-06-302026-07-27

Sponsored

MRK MERCK & CO INC18.2K shares30.87%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC3.3K shares8.33%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC25.9K shares18.85%2026-06-302026-07-27

GOOG ALPHABET INC6.3K shares-6.42%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC3.8K shares-16.07%2026-06-302026-07-27

IAUM ISHARES GOLD TRUST MICRO53.9K shares7.43%2026-06-302026-07-27

IWF ISHARES TR16.8K shares300.00%2026-06-302026-07-27

EFA ISHARES TR19.0K shares-7.60%2026-06-302026-07-27

Sponsored

VANECK ETF TRUST VANECK ETF TRUST25.8K shares-0.31%2026-06-302026-07-27

SGOV ISHARES TR18.3K shares-60.29%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP13.1K shares22.48%2026-06-302026-07-27

MLM MARTIN MARIETTA MATLS INC3.0K shares0.00%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.8K shares3.35%2026-06-302026-07-27

HD HOME DEPOT INC4.6K shares-27.85%2026-06-302026-07-27

DHR DANAHER CORP DEL8.5K shares-10.56%2026-06-302026-07-27

SCHF SCHWAB STRATEGIC TR58.7K shares1.01%2026-06-302026-07-27

Sponsored

LRCX LAM RESEARCH CORP3.7K shares5.06%2026-06-302026-07-27

GE GE AEROSPACE4.3K shares27.71%2026-06-302026-07-27

PAPR INNOVATOR ETFS TRUST37.6K shares-0.58%2026-06-302026-07-27

SCHR SCHWAB STRATEGIC TR63.4K shares103.87%2026-06-302026-07-27

APH AMPHENOL CORP8.7K shares-1.91%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC4.5K shares-30.63%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO4.3K shares6.61%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION7.7K shares-27.52%2026-06-302026-07-27

Sponsored

CISCO SYS INC CISCO SYS INC12.1K shares-5.52%2026-06-302026-07-27

ABBVIE INC ABBVIE INC5.5K shares-13.26%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON5.5K shares6.24%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T6.4K shares-2.28%2026-06-302026-07-27

YUM YUM BRANDS INC8.2K shares-2.37%2026-06-302026-07-27

ROK ROCKWELL AUTOMATION INC2.6K shares65.87%2026-06-302026-07-27

SLV ISHARES SILVER TR24.2K shares-2.66%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F21.6K shares-20.04%2026-06-302026-07-27

Sponsored

MCO MOODYS CORP2.8K shares0.95%2026-06-302026-07-27

MCD MCDONALDS CORP4.6K shares-7.52%2026-06-302026-07-27

IAU ISHARES GOLD TR16.3K shares-1.68%2026-06-302026-07-27

TJX TJX COS INC NEW8.1K shares6.50%2026-06-302026-07-27

PMAY INNOVATOR ETFS TRUST29.0K shares0.00%2026-06-302026-07-27

APD AIR PRODUCTS AND CHEMICALS I4.0K shares61.75%2026-06-302026-07-27

NOC NORTHROP GRUMMAN CORP2.2K shares-1.38%2026-06-302026-07-27

ETN EATON CORP PLC2.6K shares44.62%2026-06-302026-07-27

Sponsored

MAR MARRIOTT INTL INC NEW3.0K shares2.22%2026-06-302026-07-27

DUK DUKE ENERGY CORP NEW8.8K shares-0.74%2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR38.2K shares-1.80%2026-06-302026-07-27

NSC NORFOLK SOUTHN CORP3.5K shares0.00%2026-06-302026-07-27

GDXJ VANECK ETF TRUST11.2K shares-1.59%2026-06-302026-07-27

MNST MONSTER BEVERAGE CORP NEW11.2K shares26.28%2026-06-302026-07-27

BRO BROWN & BROWN INC16.5K shares0.00%2026-06-302026-07-27

PG PROCTER & GAMBLE CO7.2K shares-4.78%2026-06-302026-07-27

Sponsored

AUB ATLANTIC UN BANKSHARES CORP24.8K shares-1.06%2026-06-302026-07-27

AMGN AMGEN INC2.9K shares2.24%2026-06-302026-07-27

ARCH CAP GROUP LTD ARCH CAP GROUP LTD10.7K shares0.00%2026-06-302026-07-27

MKC.V MCCORMICK & CO INC20.1K shares0.00%2026-06-302026-07-27

CVX CHEVRON CORPORATION6.1K shares51.41%2026-06-302026-07-27

PEP PEPSICO INC7.4K shares-3.20%2026-06-302026-07-27

VBK VANGUARD INDEX FDS2.7K shares2.90%2026-06-302026-07-27

IUSV ISHARES TR8.7K shares-0.24%2026-06-302026-07-27

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.8K shares2.06%2026-06-302026-07-27

BNL BROADSTONE NET LEASE INC43.8K shares-0.48%2026-06-302026-07-27

LEU CENTRUS ENERGY CORP5.2K shares0.00%2026-06-302026-07-27

EPD ENTERPRISE PRODS PARTNERS L23.4K shares0.00%2026-06-302026-07-27

TSLA TESLA INC2.0K shares4.43%2026-06-302026-07-27

SCHM SCHWAB STRATEGIC TR22.6K shares-7.49%2026-06-302026-07-27

URI UNITED RENTALS INC722 shares-21.69%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS2.7K shares5.32%2026-06-302026-07-27

Sponsored

ISHARES TR ISHARES TR7.6K shares230.17%2026-06-302026-07-27

GEV GE VERNOVA INC610 shares19.37%2026-06-302026-07-27

KMI KINDER MORGAN INC DEL22.1K shares-25.79%2026-06-302026-07-27

DVY ISHARES TR4.5K shares-3.85%2026-06-302026-07-27

PH PARKER-HANNIFIN CORP715 shares46.22%2026-06-302026-07-27

WFC WELLS FARGO & CO8.5K shares-5.10%2026-06-302026-07-27

UNP UNION PAC CORP2.5K shares51.92%2026-06-302026-07-27

LABCORP HOLDINGS INC LABCORP HOLDINGS INC2.5K shares-12.46%2026-06-302026-07-27

Sponsored

NETFLIX INC. NETFLIX INC.9.5K shares-8.18%2026-06-302026-07-27

ADP AUTOMATIC DATA PROCESSING IN2.9K shares2.39%2026-06-302026-07-27

SYK STRYKER CORPORATION2.0K shares-36.49%2026-06-302026-07-27

WMT WALMART INC5.4K shares10.04%2026-06-302026-07-27

KO COCA COLA CO7.4K shares9.64%2026-06-302026-07-27

IWN ISHARES TR2.7K shares-2.92%2026-06-302026-07-27

DGRO ISHARES TR7.5K shares-1.04%2026-06-302026-07-27

VBR VANGUARD INDEX FDS2.3K shares-20.60%2026-06-302026-07-27

Sponsored

SCHA SCHWAB STRATEGIC TR15.2K shares-14.98%2026-06-302026-07-27

ANET ARISTA NETWORKS INC3.2K shares23.16%2026-06-302026-07-27

ORACLE CORP ORACLE CORP3.6K shares-27.77%2026-06-302026-07-27

SCHE SCHWAB STRATEGIC TR14.6K shares-0.29%2026-06-302026-07-27

USMV ISHARES TR5.3K shares0.00%2026-06-302026-07-27

QQQ INVESCO QQQ TR683 shares24.41%2026-06-302026-07-27

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.5K shares5.72%2026-06-302026-07-27

DOMINION ENERGY INC DOMINION ENERGY INC7.2K shares14.67%2026-06-302026-07-27

Sponsored

DHI D R HORTON INC3.0K shares-33.55%2026-06-302026-07-27

VMC VULCAN MATLS CO1.6K shares0.00%2026-06-302026-07-27

ICE INTERCONTINENTAL EXCHANGE IN3.9K shares-19.95%2026-06-302026-07-27

GD GENERAL DYNAMICS CORP1.3K shares11.45%2026-06-302026-07-27

BAC BANK OF AMER CORP7.9K shares-0.34%2026-06-302026-07-27

ELV ELEVANCE HEALTH INC FORMERLY1.1K shares0.00%2026-06-302026-07-27

IWR ISHARES TR3.8K shares0.00%2026-06-302026-07-27

CSX CSX CORP8.8K shares0.00%2026-06-302026-07-27

Sponsored

CHUBB LIMITED CHUBB LIMITED1.2K shares10.63%2026-06-302026-07-27

VXF VANGUARD INDEX FDS1.7K shares-35.53%2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC980 shares-7.89%2026-06-302026-07-27

FAST FASTENAL CO8.5K shares-2.67%2026-06-302026-07-27

DIA STATE STR SPDR DOW JONES IND745 shares-2.10%2026-06-302026-07-27

PSEP INNOVATOR ETFS TRUST8.2K shares-1.91%2026-06-302026-07-27

SCHW SCHWAB CHARLES CORP4.0K shares-13.00%2026-06-302026-07-27

ECL ECOLAB INC1.3K shares4.00%2026-06-302026-07-27

Sponsored

CRM SALESFORCE INC2.3K shares-25.61%2026-06-302026-07-27

SNPS SYNOPSYS INC810 shares-4.71%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC620 shares262.57%2026-06-302026-07-27

T AT&T INC17.1K shares327.15%2026-06-302026-07-27

CL COLGATE PALMOLIVE CO3.8K shares8.87%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR10.3K shares0.00%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC7.9K shares206.68%2026-06-302026-07-27

SCHO SCHWAB STRATEGIC TR13.8K shares-69.97%2026-06-302026-07-27

Sponsored

MRVL MARVELL TECHNOLOGY INC1.1K sharesnew addition2026-06-302026-07-27

EMR EMERSON ELEC CO2.3K shares20.74%2026-06-302026-07-27

ISRG INTUITIVE SURGICAL INC804 shares63.41%2026-06-302026-07-27

BLK BLACKROCK INC322 shares-3.01%2026-06-302026-07-27

DE DEERE & CO485 shares52.52%2026-06-302026-07-27

IVE ISHARES TR1.4K shares0.00%2026-06-302026-07-27

EW EDWARDS LIFESCIENCES CORP3.4K shares17.24%2026-06-302026-07-27

VAW VANGUARD WORLD FD1.3K shares0.00%2026-06-302026-07-27

Sponsored

CBOE CBOE GLOBAL MKTS INC1.2K shares92.60%2026-06-302026-07-27

ABT ABBOTT LABORATORIES3.2K shares-4.80%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO5.0K shares3.64%2026-06-302026-07-27

PSA PUBLIC STORAGE895 shares90.43%2026-06-302026-07-27

TREX TREX INC5.7K shares0.00%2026-06-302026-07-27

TFC TRUIST FINL CORP5.7K shares-1.15%2026-06-302026-07-27

TMO THERMO FISHER SCIENTIFIC INC562 shares-4.26%2026-06-302026-07-27

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC369 shares623.53%2026-06-302026-07-27

Sponsored

MDLZ MONDELEZ INTL INC4.8K shares0.71%2026-06-302026-07-27

LOW LOWES COS INC1.3K shares-0.78%2026-06-302026-07-27

CMI CUMMINS INC386 shares0.00%2026-06-302026-07-27

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.9K shares1315.15%2026-06-302026-07-27

IWO ISHARES TR687 shares0.00%2026-06-302026-07-27

QUAL ISHARES TR1.2K shares0.00%2026-06-302026-07-27

DGX QUEST DIAGNOSTICS INC1.3K shares0.00%2026-06-302026-07-27

MSI MOTOROLA SOLUTIONS INC643 shares0.00%2026-06-302026-07-27

Sponsored

VONV VANGUARD SCOTTSDALE FDS2.5K sharesnew addition2026-06-302026-07-27

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.2.9K shares0.00%2026-06-302026-07-27

CBRE CBRE GROUP INC2.0K shares0.00%2026-06-302026-07-27

SLYV SPDR SERIES TRUST2.4K shares0.00%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP511 shares-52.95%2026-06-302026-07-27

BX BLACKSTONE INC2.2K shares0.00%2026-06-302026-07-27

BK BANK OF NY MELLON CORP1.8K shares0.00%2026-06-302026-07-27

CMCSA COMCAST CORP NEW10.5K shares-7.58%2026-06-302026-07-27

Sponsored

CSM PROSHARES TR2.9K shares-28.94%2026-06-302026-07-27

CDNS CADENCE DESIGN SYSTEM INC667 shares-29.49%2026-06-302026-07-27

HONEYWELL INTL INC HONEYWELL INTL INC1.1K sharesnew addition2026-06-302026-07-27

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC5.6K shares14.64%2026-06-302026-07-27

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.1K sharesnew addition2026-06-302026-07-27

MU MICRON TECHNOLOGY INC207 shares0.00%2026-06-302026-07-27

BA BOEING CO1.1K shares2.60%2026-06-302026-07-27

ROP ROPER TECHNOLOGIES INC697 shares-39.29%2026-06-302026-07-27

Sponsored

PFE PFIZER INC9.4K shares-0.45%2026-06-302026-07-27

INTC INTEL CORP1.6K shares35.56%2026-06-302026-07-27

MCK MCKESSON CORP294 shares0.00%2026-06-302026-07-27

VLO VALERO ENERGY CORP850 shares0.00%2026-06-302026-07-27

AMT AMERICAN TOWER CORP1.3K shares0.00%2026-06-302026-07-27

TXN TEXAS INSTRS INC732 shares-12.34%2026-06-302026-07-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares-2.26%2026-06-302026-07-27

SHW SHERWIN WILLIAMS CO604 shares-1.63%2026-06-302026-07-27

Sponsored

DIS DISNEY WALT CO2.1K shares17.55%2026-06-302026-07-27

PGR PROGRESSIVE CORP928 shares18.67%2026-06-302026-07-27

UTHR UNITED THERAPEUTICS CORP DEL373 shares0.00%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC1.1K shares0.00%2026-06-302026-07-27

VOOG VANGUARD ADMIRAL FDS INC2.4K shares499.50%2026-06-302026-07-27

QDF FLEXSHARES TR2.2K shares0.00%2026-06-302026-07-27

COF CAPITAL ONE FINL CORP983 shares11.33%2026-06-302026-07-27

ADOBE INC ADOBE INC945 shares8.00%2026-06-302026-07-27

Sponsored

SPYV SPDR SERIES TRUST3.2K shares0.00%2026-06-302026-07-27

UBSI UNITED BANKSHARES INC WEST V4.2K shares0.00%2026-06-302026-07-27

CVLC MORGAN STANLEY ETF TRUST2.0K shares0.00%2026-06-302026-07-27

RNW RENEW ENERGY GLOBAL PLC30.0K shares0.00%2026-06-302026-07-27

ADI ANALOG DEVICES INC468 shares16.71%2026-06-302026-07-27

TMUS T-MOBILE US INC1.1K shares2.59%2026-06-302026-07-27

IVW ISHARES TR1.3K shares0.00%2026-06-302026-07-27

TOWN TOWNEBANK PORTSMOUTH VA5.0K shares0.00%2026-06-302026-07-27

Sponsored

FVCB FVCBANKCORP INC10.3K shares0.00%2026-06-302026-07-27

MDY STATE STR SPDR S&P MIDCAP 40250 shares0.00%2026-06-302026-07-27

3M CO 3M CO1.1K shares13.47%2026-06-302026-07-27

VIOO VANGUARD ADMIRAL FDS INC1.3K shares0.00%2026-06-302026-07-27

VRSK VERISK ANALYTICS INC930 shares0.00%2026-06-302026-07-27

SMB VANECK ETF TRUST9.5K shares0.00%2026-06-302026-07-27

GLD SPDR GOLD TR443 shares-11.04%2026-06-302026-07-27

IJT ISHARES TR913 shares0.00%2026-06-302026-07-27

Sponsored

FULT FULTON FINL CORP PA6.7K shares-43.73%2026-06-302026-07-27

EFG ISHARES TR1.3K shares426.94%2026-06-302026-07-27

BKNG BOOKING HOLDINGS INC900 shares3233.33%2026-06-302026-07-27

AMERIPRISE FINL INC AMERIPRISE FINL INC342 shares131.08%2026-06-302026-07-27

LHX L3HARRIS TECHNOLOGIES INC533 shares0.00%2026-06-302026-07-27

ILOW AB ACTIVE ETFS INC3.4K shares0.00%2026-06-302026-07-27

CNQ CANADIAN NAT RES LTD MED TER3.8K shares5.56%2026-06-302026-07-27

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FDX FEDEX CORP36 shares0.00%2026-06-302026-07-27

LVHD LEGG MASON ETF INVT253 shares0.00%2026-06-302026-07-27

AVEM AMERICAN CENTY ETF TR115 shares-4.96%2026-06-302026-07-27

SPTI

SPDR SERIES TRUST

3.31%

Shares5.1M

Event2026-06-30

Filed2026-07-27

SCHX

SCHWAB STRATEGIC TR

-5.35%

Shares4.1M

Event2026-06-30

Filed2026-07-27

SPTS

SPDR SERIES TRUST

8.29%

Shares3.4M

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

-10.98%

Shares105.4K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

-9.88%

Shares533.3K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-3.57%

Shares51.1K

Event2026-06-30

Filed2026-07-27

ISHARES TR

2.98%

Shares40.4K

Event2026-06-30

Filed2026-07-27

SPDR SERIES TRUST

15.49%

Shares327.4K

Event2026-06-30

Filed2026-07-27

SPMD

SPDR SERIES TRUST

11.75%

Shares370.1K

Event2026-06-30

Filed2026-07-27

SPSM

SPDR SERIES TRUST

8.71%

Shares349.7K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-5.37%

Shares66.0K

Event2026-06-30

Filed2026-07-27

DFAI

DIMENSIONAL ETF TRUST

6.10%

Shares462.8K

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

5.09%

Shares217.1K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

3.83%

Shares53.5K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

-8.39%

Shares83.1K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

-6.93%

Shares75.0K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

-7.27%

Shares31.0K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-11.01%

Shares27.4K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

275.98%

Shares114.3K

Event2026-06-30

Filed2026-07-27

JMSB

JOHN MARSHALL BANCORP INC

0.34%

Shares351.1K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

-2.17%

Shares17.0K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

2.28%

Shares18.4K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

443.98%

Shares93.7K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

-2.33%

Shares3.8K

Event2026-06-30

Filed2026-07-27

XSOE

WISDOMTREE TR

-30.62%

Shares88.9K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

1.51%

Shares21.5K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

-1.73%

Shares14.0K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

454.32%

Shares47.4K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

3.71%

Shares3.4K

Event2026-06-30

Filed2026-07-27

JEPI

J P MORGAN EXCHANGE TRADED F

-14.12%

Shares63.6K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

-5.31%

Shares13.6K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.84%

Shares6.6K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

4.27%

Shares8.2K

Event2026-06-30

Filed2026-07-27

VISA INC

-1.38%

Shares8.2K

Event2026-06-30

Filed2026-07-27

PJAN

INNOVATOR ETFS TRUST

-2.41%

Shares56.9K

Event2026-06-30

Filed2026-07-27

IDV

ISHARES TR

-8.08%

Shares67.8K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-28.60%

Shares8.7K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

2.19%

Shares11.5K

Event2026-06-30

Filed2026-07-27

VGSH

VANGUARD SCOTTSDALE FDS

573.93%

Shares42.5K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

-13.08%

Shares34.6K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

30.87%

Shares18.2K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

8.33%

Shares3.3K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

18.85%

Shares25.9K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

-6.42%

Shares6.3K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

-16.07%

Shares3.8K

Event2026-06-30

Filed2026-07-27

IAUM

ISHARES GOLD TRUST MICRO

7.43%

Shares53.9K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

300.00%

Shares16.8K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

-7.60%

Shares19.0K

Event2026-06-30

Filed2026-07-27

VANECK ETF TRUST

-0.31%

Shares25.8K

Event2026-06-30

Filed2026-07-27

SGOV

ISHARES TR

-60.29%

Shares18.3K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

22.48%

Shares13.1K

Event2026-06-30

Filed2026-07-27

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

3.35%

Shares1.8K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

-27.85%

Shares4.6K

Event2026-06-30

Filed2026-07-27

DHR

DANAHER CORP DEL

-10.56%

Shares8.5K

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR

1.01%

Shares58.7K

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

5.06%

Shares3.7K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

27.71%

Shares4.3K

Event2026-06-30

Filed2026-07-27

PAPR

INNOVATOR ETFS TRUST

-0.58%

Shares37.6K

Event2026-06-30

Filed2026-07-27

SCHR

SCHWAB STRATEGIC TR

103.87%

Shares63.4K

Event2026-06-30

Filed2026-07-27

APH

AMPHENOL CORP

-1.91%

Shares8.7K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

-30.63%

Shares4.5K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

6.61%

Shares4.3K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

-27.52%

Shares7.7K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

-5.52%

Shares12.1K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

-13.26%

Shares5.5K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

6.24%

Shares5.5K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

-2.28%

Shares6.4K

Event2026-06-30

Filed2026-07-27

YUM

YUM BRANDS INC

-2.37%

Shares8.2K

Event2026-06-30

Filed2026-07-27

ROK

ROCKWELL AUTOMATION INC

65.87%

Shares2.6K

Event2026-06-30

Filed2026-07-27

SLV

ISHARES SILVER TR

-2.66%

Shares24.2K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

-20.04%

Shares21.6K

Event2026-06-30

Filed2026-07-27

MCO

MOODYS CORP

0.95%

Shares2.8K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

-7.52%

Shares4.6K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

-1.68%

Shares16.3K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

6.50%

Shares8.1K

Event2026-06-30

Filed2026-07-27

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares29.0K

Event2026-06-30

Filed2026-07-27

APD

AIR PRODUCTS AND CHEMICALS I

61.75%

Shares4.0K

Event2026-06-30

Filed2026-07-27

NOC

NORTHROP GRUMMAN CORP

-1.38%

Shares2.2K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

44.62%

Shares2.6K

Event2026-06-30

Filed2026-07-27

MAR

MARRIOTT INTL INC NEW

2.22%

Shares3.0K

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW

-0.74%

Shares8.8K

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

-1.80%

Shares38.2K

Event2026-06-30

Filed2026-07-27

NSC

NORFOLK SOUTHN CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-27

GDXJ

VANECK ETF TRUST

-1.59%

Shares11.2K

Event2026-06-30

Filed2026-07-27

MNST

MONSTER BEVERAGE CORP NEW

26.28%

Shares11.2K

Event2026-06-30

Filed2026-07-27

BRO

BROWN & BROWN INC

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

-4.78%

Shares7.2K

Event2026-06-30

Filed2026-07-27

AUB

ATLANTIC UN BANKSHARES CORP

-1.06%

Shares24.8K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

2.24%

Shares2.9K

Event2026-06-30

Filed2026-07-27

ARCH CAP GROUP LTD

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-27

MKC.V

MCCORMICK & CO INC

0.00%

Shares20.1K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

51.41%

Shares6.1K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

-3.20%

Shares7.4K

Event2026-06-30

Filed2026-07-27

VBK

VANGUARD INDEX FDS

2.90%

Shares2.7K

Event2026-06-30

Filed2026-07-27

IUSV

ISHARES TR

-0.24%

Shares8.7K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

2.06%

Shares1.8K

Event2026-06-30

Filed2026-07-27

BNL

BROADSTONE NET LEASE INC

-0.48%

Shares43.8K

Event2026-06-30

Filed2026-07-27

LEU

CENTRUS ENERGY CORP

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-27

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares23.4K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

4.43%

Shares2.0K

Event2026-06-30

Filed2026-07-27

SCHM

SCHWAB STRATEGIC TR

-7.49%

Shares22.6K

Event2026-06-30

Filed2026-07-27

URI

UNITED RENTALS INC

-21.69%

Shares722

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

5.32%

Shares2.7K

Event2026-06-30

Filed2026-07-27

ISHARES TR

230.17%

Shares7.6K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

19.37%

Shares610

Event2026-06-30

Filed2026-07-27

KMI

KINDER MORGAN INC DEL

-25.79%

Shares22.1K

Event2026-06-30

Filed2026-07-27

DVY

ISHARES TR

-3.85%

Shares4.5K

Event2026-06-30

Filed2026-07-27

PARKER-HANNIFIN CORP

46.22%

Shares715

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

-5.10%

Shares8.5K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

51.92%

Shares2.5K

Event2026-06-30

Filed2026-07-27

LABCORP HOLDINGS INC

-12.46%

Shares2.5K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

-8.18%

Shares9.5K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN

2.39%

Shares2.9K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION

-36.49%

Shares2.0K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

10.04%

Shares5.4K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

9.64%

Shares7.4K

Event2026-06-30

Filed2026-07-27

IWN

ISHARES TR

-2.92%

Shares2.7K

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

-1.04%

Shares7.5K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

-20.60%

Shares2.3K

Event2026-06-30

Filed2026-07-27

SCHA

SCHWAB STRATEGIC TR

-14.98%

Shares15.2K

Event2026-06-30

Filed2026-07-27

ANET

ARISTA NETWORKS INC

23.16%

Shares3.2K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

-27.77%

Shares3.6K

Event2026-06-30

Filed2026-07-27

SCHE

SCHWAB STRATEGIC TR

-0.29%

Shares14.6K

Event2026-06-30

Filed2026-07-27

USMV

ISHARES TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

24.41%

Shares683

Event2026-06-30

Filed2026-07-27

TRAVELERS COMPANIES INC

5.72%

Shares1.5K

Event2026-06-30

Filed2026-07-27

DOMINION ENERGY INC

14.67%

Shares7.2K

Event2026-06-30

Filed2026-07-27

DHI

D R HORTON INC

-33.55%

Shares3.0K

Event2026-06-30

Filed2026-07-27

VMC

VULCAN MATLS CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

ICE

INTERCONTINENTAL EXCHANGE IN

-19.95%

Shares3.9K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

11.45%

Shares1.3K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

-0.34%

Shares7.9K

Event2026-06-30

Filed2026-07-27

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-27

CHUBB LIMITED

10.63%

Shares1.2K

Event2026-06-30

Filed2026-07-27

VXF

VANGUARD INDEX FDS

-35.53%

Shares1.7K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

-7.89%

Shares980

Event2026-06-30

Filed2026-07-27

FAST

FASTENAL CO

-2.67%

Shares8.5K

Event2026-06-30

Filed2026-07-27

DIA

STATE STR SPDR DOW JONES IND

-2.10%

Shares745

Event2026-06-30

Filed2026-07-27

PSEP

INNOVATOR ETFS TRUST

-1.91%

Shares8.2K

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

-13.00%

Shares4.0K

Event2026-06-30

Filed2026-07-27

ECL

ECOLAB INC

4.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

-25.61%

Shares2.3K

Event2026-06-30

Filed2026-07-27

SNPS

SYNOPSYS INC

-4.71%

Shares810

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

262.57%

Shares620

Event2026-06-30

Filed2026-07-27

AT&T INC

327.15%

Shares17.1K

Event2026-06-30

Filed2026-07-27

COLGATE PALMOLIVE CO

8.87%

Shares3.8K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

206.68%

Shares7.9K

Event2026-06-30

Filed2026-07-27

SCHO

SCHWAB STRATEGIC TR

-69.97%

Shares13.8K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

20.74%

Shares2.3K

Event2026-06-30

Filed2026-07-27

ISRG

INTUITIVE SURGICAL INC

63.41%

Shares804

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

-3.01%

Shares322

Event2026-06-30

Filed2026-07-27

DEERE & CO

52.52%

Shares485

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

EDWARDS LIFESCIENCES CORP

17.24%

Shares3.4K

Event2026-06-30

Filed2026-07-27

VAW

VANGUARD WORLD FD

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

CBOE

CBOE GLOBAL MKTS INC

92.60%

Shares1.2K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

-4.80%

Shares3.2K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

3.64%

Shares5.0K

Event2026-06-30

Filed2026-07-27

PSA

PUBLIC STORAGE

90.43%

Shares895

Event2026-06-30

Filed2026-07-27

TREX

TREX INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-27

TFC

TRUIST FINL CORP

-1.15%

Shares5.7K

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

-4.26%

Shares562

Event2026-06-30

Filed2026-07-27

CROWDSTRIKE HLDGS INC

623.53%

Shares369

Event2026-06-30

Filed2026-07-27

MDLZ

MONDELEZ INTL INC

0.71%

Shares4.8K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

-0.78%

Shares1.3K

Event2026-06-30

Filed2026-07-27

CMI

CUMMINS INC

0.00%

Shares386

Event2026-06-30

Filed2026-07-27

JOHNSON CONTROLS INTERNATION

1315.15%

Shares1.9K

Event2026-06-30

Filed2026-07-27

IWO

ISHARES TR

0.00%

Shares687

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares643

Event2026-06-30

Filed2026-07-27

VONV

VANGUARD SCOTTSDALE FDS

New

Shares2.5K

Event2026-06-30

Filed2026-07-27

MICROCHIP TECHNOLOGY INC.

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-27

CBRE

CBRE GROUP INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

-52.95%

Shares511

Event2026-06-30

Filed2026-07-27

BLACKSTONE INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-27

BANK OF NY MELLON CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

CMCSA

COMCAST CORP NEW

-7.58%

Shares10.5K

Event2026-06-30

Filed2026-07-27

CSM

PROSHARES TR

-28.94%

Shares2.9K

Event2026-06-30

Filed2026-07-27

CDNS

CADENCE DESIGN SYSTEM INC

-29.49%

Shares667

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

CENTERPOINT ENERGY INC

14.64%

Shares5.6K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

0.00%

Shares207

Event2026-06-30

Filed2026-07-27

BOEING CO

2.60%

Shares1.1K

Event2026-06-30

Filed2026-07-27

ROP

ROPER TECHNOLOGIES INC

-39.29%

Shares697

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

-0.45%

Shares9.4K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

35.56%

Shares1.6K

Event2026-06-30

Filed2026-07-27

MCK

MCKESSON CORP

0.00%

Shares294

Event2026-06-30

Filed2026-07-27

VLO

VALERO ENERGY CORP

0.00%

Shares850

Event2026-06-30

Filed2026-07-27

AMT

AMERICAN TOWER CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

-12.34%

Shares732

Event2026-06-30

Filed2026-07-27

ACCENTURE PLC IRELAND

-2.26%

Shares1.7K

Event2026-06-30

Filed2026-07-27

SHW

SHERWIN WILLIAMS CO

-1.63%

Shares604

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

17.55%

Shares2.1K

Event2026-06-30

Filed2026-07-27

PGR

PROGRESSIVE CORP

18.67%

Shares928

Event2026-06-30

Filed2026-07-27

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares373

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

VOOG

VANGUARD ADMIRAL FDS INC

499.50%

Shares2.4K

Event2026-06-30

Filed2026-07-27

QDF

FLEXSHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP

11.33%

Shares983

Event2026-06-30

Filed2026-07-27

ADOBE INC

8.00%

Shares945

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-27

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-27

CVLC

MORGAN STANLEY ETF TRUST

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

RNW

RENEW ENERGY GLOBAL PLC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

16.71%

Shares468

Event2026-06-30

Filed2026-07-27

TMUS

T-MOBILE US INC

2.59%

Shares1.1K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

TOWN

TOWNEBANK PORTSMOUTH VA

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-27

FVCB

FVCBANKCORP INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-27

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares250

Event2026-06-30

Filed2026-07-27

3M CO

13.47%

Shares1.1K

Event2026-06-30

Filed2026-07-27

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

VRSK

VERISK ANALYTICS INC

0.00%

Shares930

Event2026-06-30

Filed2026-07-27

SMB

VANECK ETF TRUST

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

-11.04%

Shares443

Event2026-06-30

Filed2026-07-27

IJT

ISHARES TR

0.00%

Shares913

Event2026-06-30

Filed2026-07-27

FULT

FULTON FINL CORP PA

-43.73%

Shares6.7K

Event2026-06-30

Filed2026-07-27

EFG

ISHARES TR

426.94%

Shares1.3K

Event2026-06-30

Filed2026-07-27

BKNG

BOOKING HOLDINGS INC

3233.33%

Shares900

Event2026-06-30

Filed2026-07-27

AMERIPRISE FINL INC

131.08%

Shares342

Event2026-06-30

Filed2026-07-27

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares533

Event2026-06-30

Filed2026-07-27

ILOW

AB ACTIVE ETFS INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-27

CNQ

CANADIAN NAT RES LTD MED TER

5.56%

Shares3.8K

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F

-26.33%

Shares1.8K

Event2026-06-30

Filed2026-07-27

IWP

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

CARR

CARRIER GLOBAL CORPORATION

9.39%

Shares2.0K

Event2026-06-30

Filed2026-07-27

ITA

ISHARES TR

0.00%

Shares582

Event2026-06-30

Filed2026-07-27

NVS

NOVARTIS AG

41.21%

Shares884

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

-9.84%

Shares2.5K

Event2026-06-30

Filed2026-07-27

DLTR

DOLLAR TREE INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

KNSL

KINSALE CAP GROUP INC

-60.28%

Shares402

Event2026-06-30

Filed2026-07-27

WEC

WEC ENERGY GROUP INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

TSEM

TOWER SEMICONDUCTOR LTD

0.00%

Shares500

Event2026-06-30

Filed2026-07-27

ITW

ILLINOIS TOOL WKS INC

-17.72%

Shares469

Event2026-06-30

Filed2026-07-27

IGPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC

266.67%

Shares506

Event2026-06-30

Filed2026-07-27

SPDW

SPDR INDEX SHS FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-27

AME

AMETEK INC

78.95%

Shares510

Event2026-06-30

Filed2026-07-27

GLOBE LIFE INC

0.00%

Shares675

Event2026-06-30

Filed2026-07-27

ROBO

EXCHANGE TRADED CONCEPTS TRU

70.37%

Shares1.4K

Event2026-06-30

Filed2026-07-27

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-27

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-27

HACK

AMPLIFY ETF TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

CVIE

MORGAN STANLEY ETF TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

PSX

PHILLIPS 66

34.00%

Shares670

Event2026-06-30

Filed2026-07-27

VLTO

VERALTO CORP

-15.70%

Shares1.2K

Event2026-06-30

Filed2026-07-27

HUBB

HUBBELL INC

0.00%

Shares210

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

EFSI

EAGLE FINL SVCS INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-27

SSO

PROSHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

1250.00%

Shares54

Event2026-06-30

Filed2026-07-27

VOE

VANGUARD INDEX FDS

14.16%

Shares540

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

-46.15%

Shares105

Event2026-06-30

Filed2026-07-27

LIN

LINDE PLC

-9.05%

Shares201

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC

15.53%

Shares238

Event2026-06-30

Filed2026-07-27

SPEM

SPDR INDEX SHS FDS

539.68%

Shares2.0K

Event2026-06-30

Filed2026-07-27

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-27

AOR

ISHARES TR

389.26%

Shares1.5K

Event2026-06-30

Filed2026-07-27

AEP

AMERICAN ELEC PWR CO INC

79.76%

Shares737

Event2026-06-30

Filed2026-07-27

TGT

TARGET CORP

-18.35%

Shares770

Event2026-06-30

Filed2026-07-27

BALL

BALL CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

COR

CENCORA INC

0.00%

Shares350

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

1.06%

Shares1.3K

Event2026-06-30

Filed2026-07-27

PRU

PRUDENTIAL FINL INC

0.00%

Shares900

Event2026-06-30

Filed2026-07-27

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-27

TPYP

TORTOISE CAPITAL SERIES TRUS

-9.77%

Shares2.3K

Event2026-06-30

Filed2026-07-27

MKL

MARKEL GROUP INC

0.00%

Shares49

Event2026-06-30

Filed2026-07-27

GOOD

GLADSTONE COMMERCIAL CORP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

259.32%

Shares424

Event2026-06-30

Filed2026-07-27

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares675

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

700.00%

Shares760

Event2026-06-30

Filed2026-07-27

DKS

DICKS SPORTING GOODS INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

JACOBS SOLUTIONS INC

-57.24%

Shares700

Event2026-06-30

Filed2026-07-27

AFL

AFLAC INC

New

Shares744

Event2026-06-30

Filed2026-07-27

COO

COOPER COS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

PCG

PG&E CORP

8.27%

Shares5.2K

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

0.00%

Shares755

Event2026-06-30

Filed2026-07-27

BGR

BLACKROCK ENERGY & RES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

360.27%

Shares336

Event2026-06-30

Filed2026-07-27

RODM

LATTICE STRATEGIES TR

-20.24%

Shares2.1K

Event2026-06-30

Filed2026-07-27

SERVICENOW INC

-79.37%

Shares851

Event2026-06-30

Filed2026-07-27

SPYX

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

ZAUG

INNOVATOR ETFS TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-27

DRI

DARDEN RESTAURANTS INC

New

Shares400

Event2026-06-30

Filed2026-07-27

IWC

ISHARES TR

0.00%

Shares406

Event2026-06-30

Filed2026-07-27

HIG

HARTFORD INSURANCE GROUP INC

New

Shares607

Event2026-06-30

Filed2026-07-27

MELI

MERCADOLIBRE INC

0.00%

Shares47

Event2026-06-30

Filed2026-07-27

ELECTRONIC ARTS INC

251.82%

Shares387

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

-8.37%

Shares416

Event2026-06-30

Filed2026-07-27

FTNT

FORTINET INC

New

Shares515

Event2026-06-30

Filed2026-07-27

WRB

BERKLEY W R CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

EVERPURE INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

126.26%

Shares672

Event2026-06-30

Filed2026-07-27

FNV

FRANCO NEV CORP

0.00%

Shares376

Event2026-06-30

Filed2026-07-27

TOOTSIE ROLL INDS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

AES CORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS

316.10%

Shares982

Event2026-06-30

Filed2026-07-27

NKE

NIKE INC

-11.48%

Shares1.8K

Event2026-06-30

Filed2026-07-27

CINF

CINCINNATI FINL CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

BEP

BROOKFIELD RENEWABLE ENERGY

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-27

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares835

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-27

GIS

GENERAL MILLS INC

56.61%

Shares2.0K

Event2026-06-30

Filed2026-07-27

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares800

Event2026-06-30

Filed2026-07-27

VOT

VANGUARD INDEX FDS

0.00%

Shares230

Event2026-06-30

Filed2026-07-27

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

WBD

WARNER BROS DISCOVERY INC

37342.86%

Shares2.6K

Event2026-06-30

Filed2026-07-27

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares600

Event2026-06-30

Filed2026-07-27

IFF

INTERNATIONAL FLAVORS&FRAGRA

13.12%

Shares871

Event2026-06-30

Filed2026-07-27

S&P GLOBAL INC

-8.15%

Shares169

Event2026-06-30

Filed2026-07-27

DUPONT DE NEMOURS INC

New

Shares507

Event2026-06-30

Filed2026-07-27

UNILEVER PLC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

FTV

FORTIVE CORP

-10.11%

Shares1.1K

Event2026-06-30

Filed2026-07-27

DLR

DIGITAL RLTY TR INC

75.81%

Shares378

Event2026-06-30

Filed2026-07-27

ZBH

ZIMMER BIOMET HOLDINGS INC

14.75%

Shares778

Event2026-06-30

Filed2026-07-27

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

DES

WISDOMTREE TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

OTIS

OTIS WORLDWIDE CORP

9.98%

Shares904

Event2026-06-30

Filed2026-07-27

NYT

NEW YORK TIMES CO MTN BE

410.56%

Shares919

Event2026-06-30

Filed2026-07-27

CONSOLIDATED EDISON INC

252.12%

Shares581

Event2026-06-30

Filed2026-07-27

NRG

NRG ENERGY INC

17.43%

Shares438

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP

New

Shares210

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

315.07%

Shares303

Event2026-06-30

Filed2026-07-27

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares773

Event2026-06-30

Filed2026-07-27

PPL CORP

67.50%

Shares1.7K

Event2026-06-30

Filed2026-07-27

MAS

MASCO CORP

0.00%

Shares746

Event2026-06-30

Filed2026-07-27

WDC

WESTERN DIGITAL CORP

New

Shares92

Event2026-06-30

Filed2026-07-27

GSK PLC

456.57%

Shares1.1K

Event2026-06-30

Filed2026-07-27

QNITY ELECTRONICS INC

-29.42%

Shares355

Event2026-06-30

Filed2026-07-27

ISHARES TR

-26.62%

Shares700

Event2026-06-30

Filed2026-07-27

RWR

SPDR SERIES TRUST

0.00%

Shares509

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC

-37.30%

Shares721

Event2026-06-30

Filed2026-07-27

PPG

PPG INDS INC

78.46%

Shares464

Event2026-06-30

Filed2026-07-27

ENERGY TRANSFER L P

59.33%

Shares2.9K

Event2026-06-30

Filed2026-07-27

DFLV

DIMENSIONAL ETF TRUST

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

TER

TERADYNE INC

New

Shares115

Event2026-06-30

Filed2026-07-27

PLD

PROLOGIS INC.

-14.08%

Shares409

Event2026-06-30

Filed2026-07-27

CHAT

TIDAL TRUST II

New

Shares545

Event2026-06-30

Filed2026-07-27

SDY

SPDR SERIES TRUST

0.00%

Shares352

Event2026-06-30

Filed2026-07-27

VRTX

VERTEX PHARMACEUTICALS INC

234.38%

Shares107

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

0.00%

Shares286

Event2026-06-30

Filed2026-07-27

LUV

SOUTHWEST AIRLS CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

AIQ

GLOBAL X FDS

New

Shares780

Event2026-06-30

Filed2026-07-27

SPACE EXPLORATION TECHN CORP

New

Shares298

Event2026-06-30

Filed2026-07-27

BSX

BOSTON SCIENTIFIC CORP

-7.10%

Shares1.2K

Event2026-06-30

Filed2026-07-27

SCCO

SOUTHERN COPPER CORP

New

Shares286

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

3.45%

Shares210

Event2026-06-30

Filed2026-07-27

GEHC

GE HEALTHCARE TECHNOLOGIES I

-12.71%

Shares776

Event2026-06-30

Filed2026-07-27

TMFC

RBB FD INC

New

Shares650

Event2026-06-30

Filed2026-07-27

COHR

COHERENT CORP

New

Shares124

Event2026-06-30

Filed2026-07-27

ROST

ROSS STORES INC

New

Shares229

Event2026-06-30

Filed2026-07-27

OKE

ONEOK INC NEW

0.00%

Shares560

Event2026-06-30

Filed2026-07-27

SHEL

SHELL PLC

1241.30%

Shares617

Event2026-06-30

Filed2026-07-27

KMB

KIMBERLY-CLARK CORP

0.00%

Shares426

Event2026-06-30

Filed2026-07-27

SWX

SOUTHWEST GAS HLDGS INC

0.00%

Shares533

Event2026-06-30

Filed2026-07-27

TROW

PRICE T ROWE GROUP INC

0.00%

Shares415

Event2026-06-30

Filed2026-07-27

ABNB

AIRBNB INC

New

Shares328

Event2026-06-30

Filed2026-07-27

APPLOVIN CORP

New

Shares88

Event2026-06-30

Filed2026-07-27

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

CLX

CLOROX CO DEL

-36.99%

Shares460

Event2026-06-30

Filed2026-07-27

RALPH LAUREN CORP

New

Shares109

Event2026-06-30

Filed2026-07-27

FOXA

FOX CORP

New

Shares836

Event2026-06-30

Filed2026-07-27

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

LDOS

LEIDOS HOLDINGS INC

-66.50%

Shares401

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC

165.89%

Shares569

Event2026-06-30

Filed2026-07-27

HWM

HOWMET AEROSPACE INC

28.21%

Shares150

Event2026-06-30

Filed2026-07-27

IJS

ISHARES TR

0.00%

Shares293

Event2026-06-30

Filed2026-07-27

EBAY

EBAY INC.

0.00%

Shares358

Event2026-06-30

Filed2026-07-27

DTE

DTE ENERGY CO

New

Shares260

Event2026-06-30

Filed2026-07-27

FISERV INC

-5.21%

Shares800

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS

New

Shares371

Event2026-06-30

Filed2026-07-27

UPS

UNITED PARCEL SVCS INC

0.00%

Shares355

Event2026-06-30

Filed2026-07-27

NISOURCE INC

New

Shares791

Event2026-06-30

Filed2026-07-27

IYH

ISHARES TR

0.00%

Shares560

Event2026-06-30

Filed2026-07-27

MPC

MARATHON PETE CORP

New

Shares146

Event2026-06-30

Filed2026-07-27

MPWR

MONOLITHIC PWR SYS INC

New

Shares27

Event2026-06-30

Filed2026-07-27

ORLY

OREILLY AUTOMOTIVE INC

-21.05%

Shares405

Event2026-06-30

Filed2026-07-27

DFIC

DIMENSIONAL ETF TRUST

New

Shares998

Event2026-06-30

Filed2026-07-27

STRATEGY INC

0.00%

Shares427

Event2026-06-30

Filed2026-07-27

EIX

EDISON INTL

New

Shares483

Event2026-06-30

Filed2026-07-27

MTB

M & T BK CORP

0.00%

Shares147

Event2026-06-30

Filed2026-07-27

MBC

MASTERBRAND INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-27

IJK

ISHARES TR

0.00%

Shares293

Event2026-06-30

Filed2026-07-27

NVR

NVR INC

New

Shares5

Event2026-06-30

Filed2026-07-27

CEG

CONSTELLATION ENERGY CORP

4433.33%

Shares136

Event2026-06-30

Filed2026-07-27

WMB

WILLIAMS COS INC

New

Shares450

Event2026-06-30

Filed2026-07-27

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares751

Event2026-06-30

Filed2026-07-27

WELL

WELLTOWER INC

5.11%

Shares144

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

-1.77%

Shares333

Event2026-06-30

Filed2026-07-27

CCL

CARNIVAL CORP LTD

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares950

Event2026-06-30

Filed2026-07-27

BP PLC

New

Shares845

Event2026-06-30

Filed2026-07-27

EEMV

ISHARES INC

0.49%

Shares413

Event2026-06-30

Filed2026-07-27

NEM

NEWMONT CORP

-2.06%

Shares333

Event2026-06-30

Filed2026-07-27

IDEXX LABS INC

-58.16%

Shares59

Event2026-06-30

Filed2026-07-27

CME

CME GROUP INC

-51.72%

Shares140

Event2026-06-30

Filed2026-07-27

THE CIGNA GROUP

0.00%

Shares111

Event2026-06-30

Filed2026-07-27

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares108

Event2026-06-30

Filed2026-07-27

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares615

Event2026-06-30

Filed2026-07-27

LYB

LYONDELLBASELL INDUSTRIES NV

-34.52%

Shares569

Event2026-06-30

Filed2026-07-27

SOXQ

INVESCO EXCH TRADED FD TR II

0.00%

Shares265

Event2026-06-30

Filed2026-07-27

CQP

CHENIERE ENERGY PARTNERS L P

0.00%

Shares485

Event2026-06-30

Filed2026-07-27

ZFEB

INNOVATOR ETFS TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

OEF

ISHARES TR

0.00%

Shares77

Event2026-06-30

Filed2026-07-27

DFAT

DIMENSIONAL ETF TRUST

128.74%

Shares398

Event2026-06-30

Filed2026-07-27

EVRG

EVERGY INC

45.91%

Shares321

Event2026-06-30

Filed2026-07-27

XBI

SPDR SERIES TRUST

0.00%

Shares175

Event2026-06-30

Filed2026-07-27

WDEF

WISDOMTREE TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

RAL

RALLIANT CORP

-9.43%

Shares365

Event2026-06-30

Filed2026-07-27

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares442

Event2026-06-30

Filed2026-07-27

SBAC

SBA COMMUNICATIONS CORP

-44.44%

Shares150

Event2026-06-30

Filed2026-07-27

HAL

HALLIBURTON CO

0.00%

Shares778

Event2026-06-30

Filed2026-07-27

SLB

SLB LIMITED

0.00%

Shares514

Event2026-06-30

Filed2026-07-27

ZOCT

INNOVATOR ETFS TRUST

0.00%

Shares900

Event2026-06-30

Filed2026-07-27

FREEPORT MCMORAN INC

0.00%

Shares390

Event2026-06-30

Filed2026-07-27

ADSK

AUTODESK INC

0.00%

Shares126

Event2026-06-30

Filed2026-07-27

DBEF

DBX ETF TR

0.00%

Shares447

Event2026-06-30

Filed2026-07-27

SWK

STANLEY BLACK & DECKER INC

103.97%

Shares257

Event2026-06-30

Filed2026-07-27

INTERNATIONAL PAPER CO

New

Shares634

Event2026-06-30

Filed2026-07-27

BDX

BECTON DICKINSON & CO

New

Shares154

Event2026-06-30

Filed2026-07-27

NEU

NEWMARKET CORP

0.00%

Shares29

Event2026-06-30

Filed2026-07-27

DORIAN LPG LTD

0.00%

Shares660

Event2026-06-30

Filed2026-07-27

EFAX

SPDR INDEX SHS FDS

0.00%

Shares421

Event2026-06-30

Filed2026-07-27

VDE

VANGUARD WORLD FD

0.00%

Shares150

Event2026-06-30

Filed2026-07-27

QTUM

ETF SER SOLUTIONS

0.00%

Shares136

Event2026-06-30

Filed2026-07-27

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares227

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares72

Event2026-06-30

Filed2026-07-27

KHC

KRAFT HEINZ CO

248.30%

Shares923

Event2026-06-30

Filed2026-07-27

GENC

GENCOR INDS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

SRE

SEMPRA

0.00%

Shares229

Event2026-06-30

Filed2026-07-27

EQT

EQT CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

IREN

IREN LIMITED

New

Shares460

Event2026-06-30

Filed2026-07-27

ICF

ISHARES TR

0.00%

Shares310

Event2026-06-30

Filed2026-07-27

GPC

GENUINE PARTS CO

0.00%

Shares170

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

New

Shares144

Event2026-06-30

Filed2026-07-27

EXC

EXELON CORP

3790.91%

Shares428

Event2026-06-30

Filed2026-07-27

SPOTIFY TECHNOLOGY S A

82.61%

Shares42

Event2026-06-30

Filed2026-07-27

DTM

DT MIDSTREAM INC

New

Shares129

Event2026-06-30

Filed2026-07-27

DSI

ISHARES TR

0.00%

Shares130

Event2026-06-30

Filed2026-07-27

IHAK

ISHARES TR

0.00%

Shares300

Event2026-06-30

Filed2026-07-27

DFGR

DIMENSIONAL ETF TRUST

New

Shares621

Event2026-06-30

Filed2026-07-27

HSY

HERSHEY CO

New

Shares101

Event2026-06-30

Filed2026-07-27

IWS

ISHARES TR

0.00%

Shares107

Event2026-06-30

Filed2026-07-27

GOVT

ISHARES TR

New

Shares772

Event2026-06-30

Filed2026-07-27

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

ETR

ENTERGY CORP NEW

0.00%

Shares152

Event2026-06-30

Filed2026-07-27

SPGP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares140

Event2026-06-30

Filed2026-07-27

OXY

OCCIDENTAL PETE CORP

New

Shares346

Event2026-06-30

Filed2026-07-27

PFS

PROVIDENT FINL SVCS INC

0.00%

Shares709

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

0.00%

Shares170

Event2026-06-30

Filed2026-07-27

EMBJ

EMBRAER S.A.

0.00%

Shares250

Event2026-06-30

Filed2026-07-27

PYPL

PAYPAL HLDGS INC

0.00%

Shares358

Event2026-06-30

Filed2026-07-27

ARTY

ISHARES TR

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

VANGUARD INTL EQUITY INDEX F

0.00%

Shares95

Event2026-06-30

Filed2026-07-27

EEMX

SPDR INDEX SHS FDS

0.00%

Shares275

Event2026-06-30

Filed2026-07-27

RGTI

RIGETTI COMPUTING INC

New

Shares770

Event2026-06-30

Filed2026-07-27

HCA

HCA HEALTHCARE INC

0.00%

Shares38

Event2026-06-30

Filed2026-07-27

REALTY INCOME CORP

0.00%

Shares238

Event2026-06-30

Filed2026-07-27

FBIN

FORTUNE BRANDS INNOVATIONS I

New

Shares268

Event2026-06-30

Filed2026-07-27

BAX

BAXTER INTL INC

185.00%

Shares684

Event2026-06-30

Filed2026-07-27

NANR

SPDR INDEX SHS FDS

0.00%

Shares192

Event2026-06-30

Filed2026-07-27

CAH

CARDINAL HEALTH INC

New

Shares60

Event2026-06-30

Filed2026-07-27

CVS

CVS HEALTH CORP

New

Shares136

Event2026-06-30

Filed2026-07-27

DOLLAR GEN CORP

0.00%

Shares120

Event2026-06-30

Filed2026-07-27

VSNT

VERSANT MEDIA GROUP INC

-17.32%

Shares377

Event2026-06-30

Filed2026-07-27

CORTEVA INC

88.24%

Shares160

Event2026-06-30

Filed2026-07-27

SYY

SYSCO CORP

New

Shares160

Event2026-06-30

Filed2026-07-27

BROOKFIELD CORP

0.00%

Shares312

Event2026-06-30

Filed2026-07-27

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares50

Event2026-06-30

Filed2026-07-27

SNOWFLAKE INC

0.00%

Shares52

Event2026-06-30

Filed2026-07-27

REX ETF TR

New

Shares585

Event2026-06-30

Filed2026-07-27

IJJ

ISHARES TR

0.00%

Shares88

Event2026-06-30

Filed2026-07-27

EOG

EOG RES INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

TQQQ

PROSHARES TR

New

Shares160

Event2026-06-30

Filed2026-07-27

TYG

TORTOISE ENERGY INFRSTRCTR C

0.00%

Shares298

Event2026-06-30

Filed2026-07-27

CSL

CARLISLE COS INC

0.00%

Shares35

Event2026-06-30

Filed2026-07-27

LQD

ISHARES TR

280.00%

Shares114

Event2026-06-30

Filed2026-07-27

EFV

ISHARES TR

0.00%

Shares159

Event2026-06-30

Filed2026-07-27

IXC

ISHARES TR

0.00%

Shares236

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

-50.68%

Shares73

Event2026-06-30

Filed2026-07-27

NLY

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares500

Event2026-06-30

Filed2026-07-27

QUANTA SVCS INC

New

Shares16

Event2026-06-30

Filed2026-07-27

SOLS

SOLSTICE ADVANCED MATLS INC

-15.03%

Shares130

Event2026-06-30

Filed2026-07-27

KEEL INFRASTRUCTURE CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

YUMC

YUM CHINA HLDGS INC

-41.67%

Shares280

Event2026-06-30

Filed2026-07-27

ENB

ENBRIDGE INC

New

Shares210

Event2026-06-30

Filed2026-07-27

FDX

FEDEX CORP

0.00%

Shares36

Event2026-06-30

Filed2026-07-27

LVHD

LEGG MASON ETF INVT

0.00%

Shares253

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR

-4.96%

Shares115

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available