Sponsored

The Analysis of Evernest Financial Advisors, LLC's Holdings & P&L

Currently, Evernest Financial Advisors, LLC holds 191 types of securities in its portfolio with a total value $478.1M. In the most recent quarter, they have increased their positions in RSP (+10.5K shares, valued at $2.2M), SPSM (+37.8K shares, valued at $2.2M), DYNF (+18.4K shares, valued at $1.3M); decreased their positions in AAPL (-81.9K shares, valued at $23.7M), CGIE (-71.2K shares, valued at $2.6M), N/A (-1.5K shares, valued at $1.2M); initiated new positions in TATT (+24.4K shares, valued at $1.2M), SMTI (+25.7K shares, valued at $606.3K), TSSI (+35.0K shares, valued at $430.5K).

1M P&L

+7.9M+2.01%

3M P&L

+15.0M+3.87%

HY P&L

+21.7M+5.72%

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/A244.6M

62.0%

2Insurance - Diversified32.2M

8.2%

3Software - Infrastructure18.9M

4.8%

Top Industries by Stock Count

1N/A69 stocks

42.6%

2Aerospace & Defense7 stocks

4.3%

3Semiconductors7 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPSM SPDR SERIES TRUST599.9K shares6.72%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL64.4K shares-0.06%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T124.6K shares9.24%2026-06-302026-08-06

IJH ISHARES TR316.3K shares1.19%2026-06-302026-08-06

WORLD GOLD TR WORLD GOLD TR274.3K shares-1.95%2026-06-302026-08-06

MSFT MICROSOFT CORP49.9K shares-0.88%2026-06-302026-08-06

FENI FIDELITY COVINGTON TRUST459.5K shares7.06%2026-06-302026-08-06

TACK CAPITOL SER TR554.8K shares2.46%2026-06-302026-08-06

Sponsored

AAPL APPLE INC53.3K shares-60.59%2026-06-302026-08-06

ISHARES TR ISHARES TR19.7K shares-7.28%2026-06-302026-08-06

DYNF BLACKROCK ETF TRUST211.7K shares9.52%2026-06-302026-08-06

DXJ WISDOMTREE TR65.5K shares3.54%2026-06-302026-08-06

ISHARES TR ISHARES TR112.1K shares-0.08%2026-06-302026-08-06

VOO VANGUARD INDEX FDS15.7K shares-0.31%2026-06-302026-08-06

CGIE CAPITAL GROUP INTERNATIONAL269.8K shares-20.88%2026-06-302026-08-06

FFSM FIDELITY COVINGTON TRUST246.9K shares-9.25%2026-06-302026-08-06

Sponsored

WISDOMTREE TR WISDOMTREE TR91.5K shares-0.94%2026-06-302026-08-06

IJR ISHARES TR44.7K shares-7.41%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T8.6K shares-0.46%2026-06-302026-08-06

LLY ELI LILLY & CO4.6K shares3.76%2026-06-302026-08-06

GOOGL ALPHABET INC15.1K shares-2.43%2026-06-302026-08-06

DFAX DIMENSIONAL ETF TRUST109.1K shares0.00%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC3.7K shares0.40%2026-06-302026-08-06

EWJ ISHARES INC40.6K shares5.36%2026-06-302026-08-06

Sponsored

CAT CATERPILLAR INC3.5K shares-4.43%2026-06-302026-08-06

RSPN INVESCO EXCHANGE TRADED FD T55.5K shares0.21%2026-06-302026-08-06

DGRW WISDOMTREE TR36.5K shares-4.59%2026-06-302026-08-06

WMT WALMART INC29.3K shares-0.91%2026-06-302026-08-06

GOOG ALPHABET INC9.4K shares-0.66%2026-06-302026-08-06

JBND J P MORGAN EXCHANGE TRADED F61.3K shares-0.68%2026-06-302026-08-06

CGCV CAPITAL GROUP CONSERVATIVE E96.9K shares-25.41%2026-06-302026-08-06

SMMD ISHARES TR32.5K shares0.00%2026-06-302026-08-06

Sponsored

JNJ JOHNSON & JOHNSON10.2K shares1.11%2026-06-302026-08-06

NVDA NVIDIA CORPORATION12.3K shares-3.00%2026-06-302026-08-06

RDVT RED VIOLET INC36.1K shares-13.79%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC18.1K shares-1.93%2026-06-302026-08-06

QQQ INVESCO QQQ TR2.9K shares0.00%2026-06-302026-08-06

IWM ISHARES TR6.9K shares0.01%2026-06-302026-08-06

BROADCOM INC BROADCOM INC5.4K shares-17.16%2026-06-302026-08-06

TXN TEXAS INSTRS INC6.4K shares-0.16%2026-06-302026-08-06

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.7K shares5.94%2026-06-302026-08-06

JIVE J P MORGAN EXCHANGE TRADED F19.6K shares41.09%2026-06-302026-08-06

MCD MCDONALDS CORP6.7K shares-1.52%2026-06-302026-08-06

KINS KINGSTONE COS INC87.1K shares-8.29%2026-06-302026-08-06

SUB ISHARES TR15.4K shares1.44%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION8.4K shares-1.01%2026-06-302026-08-06

MAR MARRIOTT INTL INC NEW4.3K shares-0.26%2026-06-302026-08-06

MEAR ISHARES U S ETF TR31.3K shares6.54%2026-06-302026-08-06

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.0K shares-2.91%2026-06-302026-08-06

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR33.6K shares-2.16%2026-06-302026-08-06

ABBVIE INC ABBVIE INC6.0K shares2.35%2026-06-302026-08-06

TJX TJX COS INC NEW9.9K shares-0.93%2026-06-302026-08-06

ITOT ISHARES TR8.9K shares0.00%2026-06-302026-08-06

AMZN AMAZON COM INC5.8K shares0.59%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS5.8K shares0.28%2026-06-302026-08-06

AMGN AMGEN INC3.7K shares-2.44%2026-06-302026-08-06

Sponsored

IWR ISHARES TR12.0K shares-24.72%2026-06-302026-08-06

VTV VANGUARD INDEX FDS6.0K shares-0.75%2026-06-302026-08-06

XLE SELECT SECTOR SPDR TR24.3K shares-0.04%2026-06-302026-08-06

MRK MERCK & CO INC9.8K shares-8.95%2026-06-302026-08-06

QCOM QUALCOMM INC6.8K shares-0.87%2026-06-302026-08-06

KO COCA COLA CO15.2K shares-5.44%2026-06-302026-08-06

SPMD SPDR SERIES TRUST18.1K shares-0.51%2026-06-302026-08-06

MS MORGAN STANLEY5.7K shares0.09%2026-06-302026-08-06

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares22.26%2026-06-302026-08-06

TATT TAT TECHNOLOGIES LTD24.4K sharesnew addition2026-06-302026-08-06

SYK STRYKER CORPORATION3.7K shares-4.77%2026-06-302026-08-06

VO VANGUARD INDEX FDS14.4K shares0.00%2026-06-302026-08-06

HD HOME DEPOT INC3.2K shares-6.96%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.2K shares2.15%2026-06-302026-08-06

MO ALTRIA GROUP INC15.4K shares0.00%2026-06-302026-08-06

VLO VALERO ENERGY CORP4.2K shares-16.40%2026-06-302026-08-06

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T12.1K shares0.00%2026-06-302026-08-06

BAC BANK OF AMER CORP19.0K shares3.83%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP2.1K shares-4.55%2026-06-302026-08-06

BALL BALL CORP16.2K shares-0.08%2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC3.0K shares1.64%2026-06-302026-08-06

ADI ANALOG DEVICES INC2.4K shares-2.62%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.3K shares8.73%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST10.8K shares7.66%2026-06-302026-08-06

Sponsored

VB VANGUARD INDEX FDS3.1K shares0.00%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC1.6K shares6.11%2026-06-302026-08-06

VISA INC VISA INC2.7K shares-11.22%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS12.7K shares1.52%2026-06-302026-08-06

BOSC BOS BETTER ONLINE SOLUTIONS199.1K shares9.78%2026-06-302026-08-06

DGRO ISHARES TR11.8K shares0.00%2026-06-302026-08-06

RPID RAPID MICRO BIOSYSTEMS INC506.0K shares16.99%2026-06-302026-08-06

DHR DANAHER CORP DEL4.6K shares-3.64%2026-06-302026-08-06

Sponsored

CVX CHEVRON CORPORATION4.9K shares-1.17%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS2.8K shares14.80%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR21.7K shares0.14%2026-06-302026-08-06

VTEB VANGUARD MUN BD FDS15.0K shares-2.79%2026-06-302026-08-06

AON AON PLC2.2K shares0.54%2026-06-302026-08-06

RSG REPUBLIC SVCS INC3.3K shares-0.65%2026-06-302026-08-06

XLI SELECT SECTOR SPDR TR3.8K shares-0.42%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP719 shares7.31%2026-06-302026-08-06

Sponsored

ISHARES TR ISHARES TR7.0K shares-1.53%2026-06-302026-08-06

PG PROCTER & GAMBLE CO4.7K shares9.08%2026-06-302026-08-06

LNSR LENSAR INC118.1K shares78.94%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP4.9K shares0.00%2026-06-302026-08-06

XLB SELECT SECTOR SPDR TR13.2K shares-4.48%2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR18.0K shares0.29%2026-06-302026-08-06

ODFL OLD DOMINION FREIGHT LINE IN3.0K shares0.07%2026-06-302026-08-06

MCK MCKESSON CORP859 shares0.00%2026-06-302026-08-06

Sponsored

LOW LOWES COS INC2.8K shares0.07%2026-06-302026-08-06

SHEL SHELL PLC8.0K shares0.00%2026-06-302026-08-06

MDY STATE STR SPDR S&P MIDCAP 40871 shares0.00%2026-06-302026-08-06

SMTI SANARA MEDTECH INC25.7K sharesnew addition2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR20.2K shares0.00%2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L15.4K shares-23.16%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR2.9K shares0.00%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F9.1K shares1.38%2026-06-302026-08-06

Sponsored

CAH CARDINAL HEALTH INC2.2K shares0.00%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED1.5K shares-1.94%2026-06-302026-08-06

GNSS GENASYS INC290.3K shares0.00%2026-06-302026-08-06

IWF ISHARES TR4.0K shares300.00%2026-06-302026-08-06

BODI THE BEACHBODY COMPANY INC47.4K shares62.85%2026-06-302026-08-06

VOOV VANGUARD ADMIRAL FDS INC2.1K shares0.00%2026-06-302026-08-06

LRCX LAM RESEARCH CORP1.1K shares0.00%2026-06-302026-08-06

MAMA MAMAS CREATIONS INC25.7K shares27.17%2026-06-302026-08-06

Sponsored

WFC WELLS FARGO & CO5.4K shares-5.43%2026-06-302026-08-06

USFR WISDOMTREE TR8.9K shares-0.48%2026-06-302026-08-06

ITW ILLINOIS TOOL WKS INC1.6K shares-1.97%2026-06-302026-08-06

EEM ISHARES TR6.4K shares16.48%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING IN1.9K shares-0.31%2026-06-302026-08-06

BLK BLACKROCK INC448 shares-4.27%2026-06-302026-08-06

TSSI TSS INC DEL35.0K sharesnew addition2026-06-302026-08-06

SBUX STARBUCKS CORP4.0K shares1.25%2026-06-302026-08-06

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.3K shares0.43%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC9.7K shares20.18%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC1.8K sharesnew addition2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.8K sharesnew addition2026-06-302026-08-06

EFA ISHARES TR3.8K shares0.05%2026-06-302026-08-06

ABT ABBOTT LABORATORIES4.3K shares-7.44%2026-06-302026-08-06

IXUS ISHARES TR4.0K shares0.00%2026-06-302026-08-06

CEG CONSTELLATION ENERGY CORP1.5K shares-16.17%2026-06-302026-08-06

Sponsored

XME SPDR SERIES TRUST3.4K shares0.00%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC311 sharesnew addition2026-06-302026-08-06

IWD ISHARES TR1.5K shares0.00%2026-06-302026-08-06

LIN LINDE PLC676 shares6.12%2026-06-302026-08-06

BBEU J P MORGAN EXCHANGE TRADED F4.5K shares5.84%2026-06-302026-08-06

VUG VANGUARD INDEX FDS4.0K shares0.02%2026-06-302026-08-06

NOC NORTHROP GRUMMAN CORP666 shares-5.13%2026-06-302026-08-06

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.0K sharesnew addition2026-06-302026-08-06

Sponsored

AKRE PROFESIONALLY MANAGED PORTFO6.1K shares-0.13%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC673 shares-24.89%2026-06-302026-08-06

CMI CUMMINS INC448 shares0.22%2026-06-302026-08-06

LNG CHENIERE ENERGY INC1.3K shares-0.30%2026-06-302026-08-06

ACWI ISHARES TR1.9K shares0.00%2026-06-302026-08-06

COF CAPITAL ONE FINL CORP1.5K shares0.40%2026-06-302026-08-06

DIS DISNEY WALT CO3.1K shares-14.93%2026-06-302026-08-06

IVW ISHARES TR2.2K shares0.00%2026-06-302026-08-06

Sponsored

VOT VANGUARD INDEX FDS979 shares0.00%2026-06-302026-08-06

MAGX ROUNDHILL ETF TRUST5.7K sharesnew addition2026-06-302026-08-06

BBCA J P MORGAN EXCHANGE TRADED F2.9K shares7.27%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC820 sharesnew addition2026-06-302026-08-06

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS2.3K shares0.00%2026-06-302026-08-06

SPG SIMON PPTY GROUP INC NEW1.2K shares-26.71%2026-06-302026-08-06

TDVG T ROWE PRICE EXCHANGE-TRADED5.6K shares-15.94%2026-06-302026-08-06

MMC MARSH & MCLENNAN COS INC1.6K shares-6.77%2026-06-302026-08-06

Sponsored

VGT VANGUARD WORLD FD2.3K shares0.00%2026-06-302026-08-06

IVOO VANGUARD ADMIRAL FDS INC2.1K shares0.00%2026-06-302026-08-06

SIF SIFCO INDS INC11.4K sharesnew addition2026-06-302026-08-06

AMT AMERICAN TOWER CORP1.6K shares14.95%2026-06-302026-08-06

SPLV INVESCO EXCH TRADED FD TR II3.5K shares0.37%2026-06-302026-08-06

CL COLGATE PALMOLIVE CO2.8K shares16.02%2026-06-302026-08-06

ETN EATON CORP PLC602 shares0.00%2026-06-302026-08-06

BBJP J P MORGAN EXCHANGE TRADED F3.4K shares13.16%2026-06-302026-08-06

Sponsored

IMCB ISHARES TR2.6K shares0.00%2026-06-302026-08-06

JAKK JAKKS PAC INC10.7K sharesnew addition2026-06-302026-08-06

KLAC KLA CORP800 sharesnew addition2026-06-302026-08-06

SUPERCOM LTD NEW SUPERCOM LTD NEW21.0K sharesnew addition2026-06-302026-08-06

AIR AAR CORP1.7K sharesnew addition2026-06-302026-08-06

GD GENERAL DYNAMICS CORP667 shares0.00%2026-06-302026-08-06

BNDX VANGUARD CHARLOTTE FDS4.8K shares0.00%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC393 sharesnew addition2026-06-302026-08-06

Sponsored

PNC PNC FINL SVCS GROUP INC923 sharesnew addition2026-06-302026-08-06

TSLA TESLA INC533 sharesnew addition2026-06-302026-08-06

SEZL SEZZLE INC1.3K sharesnew addition2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR1.4K sharesnew addition2026-06-302026-08-06

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

ICE INTERCONTINENTAL EXCHANGE IN1.7K shares0.00%2026-06-302026-08-06

VBR VANGUARD INDEX FDS864 sharesnew addition2026-06-302026-08-06

CRH CRH PLC2.0K shares-16.79%2026-06-302026-08-06

Sponsored

PGR PROGRESSIVE CORP934 sharesnew addition2026-06-302026-08-06

DHX DHI GROUP INC47.3K sharesnew addition2026-06-302026-08-06

PEW GRABAGUN DIGITAL HLDGS INC59.0K sharesnew addition2026-06-302026-08-06

WWR WESTWATER RES INC160.0K shares33.33%2026-06-302026-08-06

AIRJ AIRJOULE TECHNOLOGIES CORP13.1K sharesnew addition2026-06-302026-08-06

SJT SAN JUAN BASIN RTY TR11.0K shares0.00%2026-06-302026-08-06

GOSSAMER BIO INC GOSSAMER BIO INC26.8K shares-6.95%2026-06-302026-08-06

SPSM

SPDR SERIES TRUST

6.72%

Shares599.9K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.06%

Shares64.4K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

9.24%

Shares124.6K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

1.19%

Shares316.3K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

-1.95%

Shares274.3K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-0.88%

Shares49.9K

Event2026-06-30

Filed2026-08-06

FENI

FIDELITY COVINGTON TRUST

7.06%

Shares459.5K

Event2026-06-30

Filed2026-08-06

TACK

CAPITOL SER TR

2.46%

Shares554.8K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-60.59%

Shares53.3K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-7.28%

Shares19.7K

Event2026-06-30

Filed2026-08-06

DYNF

BLACKROCK ETF TRUST

9.52%

Shares211.7K

Event2026-06-30

Filed2026-08-06

DXJ

WISDOMTREE TR

3.54%

Shares65.5K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-0.08%

Shares112.1K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-0.31%

Shares15.7K

Event2026-06-30

Filed2026-08-06

CGIE

CAPITAL GROUP INTERNATIONAL

-20.88%

Shares269.8K

Event2026-06-30

Filed2026-08-06

FFSM

FIDELITY COVINGTON TRUST

-9.25%

Shares246.9K

Event2026-06-30

Filed2026-08-06

WISDOMTREE TR

-0.94%

Shares91.5K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

-7.41%

Shares44.7K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-0.46%

Shares8.6K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

3.76%

Shares4.6K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-2.43%

Shares15.1K

Event2026-06-30

Filed2026-08-06

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares109.1K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

0.40%

Shares3.7K

Event2026-06-30

Filed2026-08-06

EWJ

ISHARES INC

5.36%

Shares40.6K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-4.43%

Shares3.5K

Event2026-06-30

Filed2026-08-06

RSPN

INVESCO EXCHANGE TRADED FD T

0.21%

Shares55.5K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

-4.59%

Shares36.5K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-0.91%

Shares29.3K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-0.66%

Shares9.4K

Event2026-06-30

Filed2026-08-06

JBND

J P MORGAN EXCHANGE TRADED F

-0.68%

Shares61.3K

Event2026-06-30

Filed2026-08-06

CGCV

CAPITAL GROUP CONSERVATIVE E

-25.41%

Shares96.9K

Event2026-06-30

Filed2026-08-06

SMMD

ISHARES TR

0.00%

Shares32.5K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

1.11%

Shares10.2K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-3.00%

Shares12.3K

Event2026-06-30

Filed2026-08-06

RDVT

RED VIOLET INC

-13.79%

Shares36.1K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-1.93%

Shares18.1K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

0.01%

Shares6.9K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-17.16%

Shares5.4K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

-0.16%

Shares6.4K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

5.94%

Shares5.7K

Event2026-06-30

Filed2026-08-06

JIVE

J P MORGAN EXCHANGE TRADED F

41.09%

Shares19.6K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

-1.52%

Shares6.7K

Event2026-06-30

Filed2026-08-06

KINS

KINGSTONE COS INC

-8.29%

Shares87.1K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

1.44%

Shares15.4K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

-1.01%

Shares8.4K

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW

-0.26%

Shares4.3K

Event2026-06-30

Filed2026-08-06

MEAR

ISHARES U S ETF TR

6.54%

Shares31.3K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

-2.91%

Shares3.0K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

-2.16%

Shares33.6K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

2.35%

Shares6.0K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

-0.93%

Shares9.9K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

0.59%

Shares5.8K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

0.28%

Shares5.8K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

-2.44%

Shares3.7K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

-24.72%

Shares12.0K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

-0.75%

Shares6.0K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

-0.04%

Shares24.3K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

-8.95%

Shares9.8K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-0.87%

Shares6.8K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

-5.44%

Shares15.2K

Event2026-06-30

Filed2026-08-06

SPMD

SPDR SERIES TRUST

-0.51%

Shares18.1K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

0.09%

Shares5.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

22.26%

Shares3.2K

Event2026-06-30

Filed2026-08-06

TATT

TAT TECHNOLOGIES LTD

New

Shares24.4K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

-4.77%

Shares3.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares14.4K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-6.96%

Shares3.2K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

2.15%

Shares1.2K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

0.00%

Shares15.4K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

-16.40%

Shares4.2K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares12.1K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

3.83%

Shares19.0K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

-4.55%

Shares2.1K

Event2026-06-30

Filed2026-08-06

BALL

BALL CORP

-0.08%

Shares16.2K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

1.64%

Shares3.0K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

-2.62%

Shares2.4K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

8.73%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

7.66%

Shares10.8K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

6.11%

Shares1.6K

Event2026-06-30

Filed2026-08-06

VISA INC

-11.22%

Shares2.7K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

1.52%

Shares12.7K

Event2026-06-30

Filed2026-08-06

BOSC

BOS BETTER ONLINE SOLUTIONS

9.78%

Shares199.1K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

0.00%

Shares11.8K

Event2026-06-30

Filed2026-08-06

RPID

RAPID MICRO BIOSYSTEMS INC

16.99%

Shares506.0K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP DEL

-3.64%

Shares4.6K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-1.17%

Shares4.9K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

14.80%

Shares2.8K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

0.14%

Shares21.7K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

-2.79%

Shares15.0K

Event2026-06-30

Filed2026-08-06

AON

AON PLC

0.54%

Shares2.2K

Event2026-06-30

Filed2026-08-06

RSG

REPUBLIC SVCS INC

-0.65%

Shares3.3K

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

-0.42%

Shares3.8K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

7.31%

Shares719

Event2026-06-30

Filed2026-08-06

ISHARES TR

-1.53%

Shares7.0K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

9.08%

Shares4.7K

Event2026-06-30

Filed2026-08-06

LNSR

LENSAR INC

78.94%

Shares118.1K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

XLB

SELECT SECTOR SPDR TR

-4.48%

Shares13.2K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

0.29%

Shares18.0K

Event2026-06-30

Filed2026-08-06

ODFL

OLD DOMINION FREIGHT LINE IN

0.07%

Shares3.0K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

0.00%

Shares859

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

0.07%

Shares2.8K

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares871

Event2026-06-30

Filed2026-08-06

SMTI

SANARA MEDTECH INC

New

Shares25.7K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares20.2K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

-23.16%

Shares15.4K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

1.38%

Shares9.1K

Event2026-06-30

Filed2026-08-06

CAH

CARDINAL HEALTH INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

-1.94%

Shares1.5K

Event2026-06-30

Filed2026-08-06

GNSS

GENASYS INC

0.00%

Shares290.3K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

300.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

BODI

THE BEACHBODY COMPANY INC

62.85%

Shares47.4K

Event2026-06-30

Filed2026-08-06

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

MAMA

MAMAS CREATIONS INC

27.17%

Shares25.7K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

-5.43%

Shares5.4K

Event2026-06-30

Filed2026-08-06

USFR

WISDOMTREE TR

-0.48%

Shares8.9K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

-1.97%

Shares1.6K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES TR

16.48%

Shares6.4K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

-0.31%

Shares1.9K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

-4.27%

Shares448

Event2026-06-30

Filed2026-08-06

TSSI

TSS INC DEL

New

Shares35.0K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

1.25%

Shares4.0K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

0.43%

Shares3.3K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

20.18%

Shares9.7K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

0.05%

Shares3.8K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-7.44%

Shares4.3K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

-16.17%

Shares1.5K

Event2026-06-30

Filed2026-08-06

XME

SPDR SERIES TRUST

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

New

Shares311

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

6.12%

Shares676

Event2026-06-30

Filed2026-08-06

BBEU

J P MORGAN EXCHANGE TRADED F

5.84%

Shares4.5K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

0.02%

Shares4.0K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

-5.13%

Shares666

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

AKRE

PROFESIONALLY MANAGED PORTFO

-0.13%

Shares6.1K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-24.89%

Shares673

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

0.22%

Shares448

Event2026-06-30

Filed2026-08-06

LNG

CHENIERE ENERGY INC

-0.30%

Shares1.3K

Event2026-06-30

Filed2026-08-06

ACWI

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

0.40%

Shares1.5K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-14.93%

Shares3.1K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

0.00%

Shares979

Event2026-06-30

Filed2026-08-06

MAGX

ROUNDHILL ETF TRUST

New

Shares5.7K

Event2026-06-30

Filed2026-08-06

BBCA

J P MORGAN EXCHANGE TRADED F

7.27%

Shares2.9K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

New

Shares820

Event2026-06-30

Filed2026-08-06

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SPG

SIMON PPTY GROUP INC NEW

-26.71%

Shares1.2K

Event2026-06-30

Filed2026-08-06

TDVG

T ROWE PRICE EXCHANGE-TRADED

-15.94%

Shares5.6K

Event2026-06-30

Filed2026-08-06

MMC

MARSH & MCLENNAN COS INC

-6.77%

Shares1.6K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

SIF

SIFCO INDS INC

New

Shares11.4K

Event2026-06-30

Filed2026-08-06

AMT

AMERICAN TOWER CORP

14.95%

Shares1.6K

Event2026-06-30

Filed2026-08-06

SPLV

INVESCO EXCH TRADED FD TR II

0.37%

Shares3.5K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

16.02%

Shares2.8K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

0.00%

Shares602

Event2026-06-30

Filed2026-08-06

BBJP

J P MORGAN EXCHANGE TRADED F

13.16%

Shares3.4K

Event2026-06-30

Filed2026-08-06

IMCB

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

JAKK

JAKKS PAC INC

New

Shares10.7K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

New

Shares800

Event2026-06-30

Filed2026-08-06

SUPERCOM LTD NEW

New

Shares21.0K

Event2026-06-30

Filed2026-08-06

AIR

AAR CORP

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

0.00%

Shares667

Event2026-06-30

Filed2026-08-06

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares393

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

New

Shares923

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

New

Shares533

Event2026-06-30

Filed2026-08-06

SEZL

SEZZLE INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

New

Shares864

Event2026-06-30

Filed2026-08-06

CRH

CRH PLC

-16.79%

Shares2.0K

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

New

Shares934

Event2026-06-30

Filed2026-08-06

DHX

DHI GROUP INC

New

Shares47.3K

Event2026-06-30

Filed2026-08-06

PEW

GRABAGUN DIGITAL HLDGS INC

New

Shares59.0K

Event2026-06-30

Filed2026-08-06

WWR

WESTWATER RES INC

33.33%

Shares160.0K

Event2026-06-30

Filed2026-08-06

AIRJ

AIRJOULE TECHNOLOGIES CORP

New

Shares13.1K

Event2026-06-30

Filed2026-08-06

SJT

SAN JUAN BASIN RTY TR

0.00%

Shares11.0K

Event2026-06-30

Filed2026-08-06

GOSSAMER BIO INC

-6.95%

Shares26.8K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available