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The Analysis of EverSource Wealth Advisors, LLC's Holdings & P&L

Currently, EverSource Wealth Advisors, LLC holds 4385 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in VUG (+1.2M shares, valued at $101.1M), AAPL (+183.1K shares, valued at $53.0M), IAU (+616.1K shares, valued at $46.5M); decreased their positions in BRK.A (-347 shares, valued at $259.9M), N/A (-749.5K shares, valued at $245.3M), LLY (-143.6K shares, valued at $172.3M); initiated new positions in N/A (+40.3K shares, valued at $5.5M), N/A (+7.5K shares, valued at $1.3M), N/A (+20.0K shares, valued at $743.1K).

1M P&L

+89.0M+3.59%

3M P&L

+39.4M+1.56%

HY P&L

-341.8M-11.76%

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/A1.6B

62.9%

2Semiconductors88.3M

3.4%

3Internet Content & Information58.1M

2.2%

Top Industries by Stock Count

1N/A915 stocks

22.4%

2Banks - Regional277 stocks

6.8%

3Biotechnology238 stocks

5.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD GROWTH ETF1.3M shares1076.45%2026-06-302026-07-24

VTV VANGUARD VALUE ETF376.2K shares113.42%2026-06-302026-07-24

VEA VANGUARD FTSE DEVELOPED MARKETS ETF1.0M shares44.12%2026-06-302026-07-24

PRXG PRAXIS IMPACT LARGE CAP GROWTH ETF1.5M shares47.43%2026-06-302026-07-24

AAPL APPLE INC COM191.7K shares2137.33%2026-06-302026-07-24

PRXV PRAXIS IMPACT LARGE CAP VALUE ETF1.4M shares90.58%2026-06-302026-07-24

IAU iShares Gold Trust ETF655.4K shares1567.58%2026-06-302026-07-24

NVDA NVIDIA CORPORATION COM242.5K shares98.45%2026-06-302026-07-24

Sponsored

APPLIED MATLS INC COM APPLIED MATLS INC COM51.9K shares1319.37%2026-06-302026-07-24

GOOGL ALPHABET INC CAP STK CL A103.8K shares196.65%2026-06-302026-07-24

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF382.9K shares230537.95%2026-06-302026-07-24

TSLA TESLA INC COM81.3K shares1766.37%2026-06-302026-07-24

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF90.9K shares677.83%2026-06-302026-07-24

AMZN AMAZON COM INC COM140.5K shares61.60%2026-06-302026-07-24

BROADCOM INC COM BROADCOM INC COM87.0K shares1124.62%2026-06-302026-07-24

COWZ PACER US CASH COWS 100 ETF510.2K shares9572.70%2026-06-302026-07-24

Sponsored

VOO VANGUARD S&P 500 ETF45.8K shares1100.10%2026-06-302026-07-24

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM254.4K shares8742.27%2026-06-302026-07-24

MSFT MICROSOFT CORP COM80.3K shares329.21%2026-06-302026-07-24

VIG VANGUARD DIVIDEND APPRECIATION ETF123.7K shares9.10%2026-06-302026-07-24

BSV VANGUARD SHORT-TERM BOND ETF369.6K shares102.61%2026-06-302026-07-24

ASML ASML HLDG NV N Y REGISTRY SHS14.1K shares71.78%2026-06-302026-07-24

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF580.2K shares370.55%2026-06-302026-07-24

VWO VANGUARD FTSE EMERGING MARKETS ETF414.8K shares75.01%2026-06-302026-07-24

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FBTC FIDELITY WISE ORIGIN BITCOIN FUND458.9K shares470.51%2026-06-302026-07-24

CGUS CAPITAL GROUP CORE EQUITY ETF521.1K shares10455.20%2026-06-302026-07-24

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF30.4K shares241.95%2026-06-302026-07-24

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF28.3K shares-43.36%2026-06-302026-07-24

CGCP CAPITAL GROUP CORE PLUS INCOME ETF949.4K shares385835.37%2026-06-302026-07-24

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF611.1K shares716.50%2026-06-302026-07-24

DGRO ISHARES CORE DIVIDEND GROWTH ETF275.3K shares275163.00%2026-06-302026-07-24

AVDE AVANTIS INTERNATIONAL EQUITY ETF231.3K shares91.75%2026-06-302026-07-24

Sponsored

RWL INVESCO S&P 500 REVENUE ETF156.4K shares539179.31%2026-06-302026-07-24

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF411.8K shares39.15%2026-06-302026-07-24

QQQ INVESCO QQQ TRUST SERIES I26.8K shares6962.11%2026-06-302026-07-24

BSVO EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF674.2K shares92252.19%2026-06-302026-07-24

VSLU APPLIED FINANCE VALUATION LARGE CAP ETF425.0K shares66.63%2026-06-302026-07-24

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF524.9K shares4549.50%2026-06-302026-07-24

GOOG ALPHABET INC CAP STK CL C51.2K shares467.08%2026-06-302026-07-24

CGGR CAPITAL GROUP GROWTH ETF381.4K shares652.49%2026-06-302026-07-24

Sponsored

VB VANGUARD SMALL-CAP ETF58.3K shares39.47%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC CL C38.6K shares227.95%2026-06-302026-07-24

EFA ISHARES MSCI EAFE ETF154.9K shares2582050.00%2026-06-302026-07-24

RAA SMI 3FOURTEEN REAL ASSET ALLOCATION ETF540.9K shares41409.52%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A127.8K shares1675.19%2026-06-302026-07-24

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND556.8K shares383.25%2026-06-302026-07-24

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF194.5K shares258.92%2026-06-302026-07-24

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF247.1K shares1079.06%2026-06-302026-07-24

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PGR PROGRESSIVE CORP COM66.0K shares848.51%2026-06-302026-07-24

CRH CRH PLC ORD134.0K shares1493.00%2026-06-302026-07-24

PAAA PGIM AAA CLO ETF271.0K shares630172.09%2026-06-302026-07-24

META PLATFORMS INC CL A META PLATFORMS INC CL A24.3K shares-1.21%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC COM11.0K shares-24.72%2026-06-302026-07-24

DCOR DIMENSIONAL US CORE EQUITY 1 ETF153.1K shares134.03%2026-06-302026-07-24

SOVF Sovereigns Capital Flourish Fund409.0K shares82.04%2026-06-302026-07-24

FANG DIAMONDBACK ENERGY INC COM69.0K shares1328.20%2026-06-302026-07-24

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CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A15.5K shares-25.18%2026-06-302026-07-24

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM36.0K shares-95.42%2026-06-302026-07-24

IWO ISHARES RUSSELL 2000 GROWTH ETF29.7K shares48642.62%2026-06-302026-07-24

VGSH VANGUARD SHORT-TERM TREASURY ETF198.1K shares1954.62%2026-06-302026-07-24

FENI FIDELITY ENHANCED INTERNATIONAL ETF275.7K shares276.26%2026-06-302026-07-24

GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF230.3K shares56909.65%2026-06-302026-07-24

MBB ISHARES MBS ETF111.3K shares947.93%2026-06-302026-07-24

KKR KKR & CO INC COM108.3K shares3968.86%2026-06-302026-07-24

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VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF212.2K shares46.05%2026-06-302026-07-24

BND VANGUARD TOTAL BOND MARKET ETF131.2K shares-55.60%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW19.2K shares-39.95%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC COM28.2K shares292.29%2026-06-302026-07-24

BIV VANGUARD INTERMEDIATE-TERM BOND ETF124.3K shares39.63%2026-06-302026-07-24

HOOD ROBINHOOD MKTS INC COM CL A94.1K shares1486.24%2026-06-302026-07-24

WMT WALMART INC COM81.6K shares-47.36%2026-06-302026-07-24

AZO AUTOZONE INC COM2.8K shares-61.90%2026-06-302026-07-24

Sponsored

LLY ELI LILLY & CO COM7.4K shares-95.11%2026-06-302026-07-24

BLV VANGUARD LONG-TERM BOND ETF124.0K shares32.98%2026-06-302026-07-24

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF164.2K shares8.58%2026-06-302026-07-24

POOL CORP COM POOL CORP COM37.2K shares1278.60%2026-06-302026-07-24

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF140.0K shares852.98%2026-06-302026-07-24

CIEN CIENA CORP COM NEW15.9K shares354.67%2026-06-302026-07-24

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF93.3K shares41535.27%2026-06-302026-07-24

PTL INSPIRE 500 ETF26.5K shares432.01%2026-06-302026-07-24

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CGDV CAPITAL GROUP DIVIDEND VALUE ETF153.3K shares-72.26%2026-06-302026-07-24

HQY HEALTHEQUITY INC COM83.4K shares5916.81%2026-06-302026-07-24

HD HOME DEPOT INC COM21.3K shares-66.07%2026-06-302026-07-24

BX BLACKSTONE INC COM63.7K shares4577.97%2026-06-302026-07-24

RBA RB GLOBAL INC COM64.1K shares1544.58%2026-06-302026-07-24

VT VANGUARD TOTAL WORLD STOCK ETF45.6K shares356.67%2026-06-302026-07-24

KEX KIRBY CORP COM52.1K shares1861.73%2026-06-302026-07-24

RWK INVESCO S&P MIDCAP 400 REVENUE ETF47.6K shares176207.41%2026-06-302026-07-24

Sponsored

IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF165.1K shares16408.20%2026-06-302026-07-24

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF172.0K shares23555.98%2026-06-302026-07-24

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF86.7K shares470.49%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC COM11.5K shares25.65%2026-06-302026-07-24

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF144.3K shares3607650.00%2026-06-302026-07-24

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF119.8K shares40657.14%2026-06-302026-07-24

GNRC GENERAC HLDGS INC COM22.5K shares-37.42%2026-06-302026-07-24

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF41.6K shares518.60%2026-06-302026-07-24

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CVX CHEVRON CORPORATION COM39.5K shares-90.65%2026-06-302026-07-24

AMGN AMGEN INC COM17.5K shares217.48%2026-06-302026-07-24

WWJD INSPIRE INTERNATIONAL ETF163.5K shares2292.35%2026-06-302026-07-24

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF76.9K shares3854.55%2026-06-302026-07-24

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF113.8K shares127740.45%2026-06-302026-07-24

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF59.6K shares7497.32%2026-06-302026-07-24

CRSP CRISPR THERAPEUTICS AG NAMEN AKT110.7K shares4247.56%2026-06-302026-07-24

PSH PGIM SHORT DURATION HIGH YIELD ETF120.1K shares571904.76%2026-06-302026-07-24

Sponsored

TPL TEXAS PACIFIC LAND CORPORATION COM12.8K shares262.86%2026-06-302026-07-24

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS40.3K sharesnew addition2026-06-302026-07-24

VIGI Vanguard International Dividend Appreciation ETF58.8K shares2064.01%2026-06-302026-07-24

IVSS APPLIED FINANCE IVS US SMID ETF183.1K shares271.43%2026-06-302026-07-24

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF56.0K shares589.46%2026-06-302026-07-24

GLD SPDR Gold Shares ETF14.3K shares112.72%2026-06-302026-07-24

DE DEERE & CO COM8.1K shares43.03%2026-06-302026-07-24

VTEB VANGUARD TAX-EXEMPT BOND ETF99.8K shares74382.09%2026-06-302026-07-24

Sponsored

TPSC TIMOTHY PLAN US SMALL CAP CORE ETF104.8K shares3184.15%2026-06-302026-07-24

VISA INC COM CL A VISA INC COM CL A14.7K shares79.67%2026-06-302026-07-24

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF135.6K shares11889.21%2026-06-302026-07-24

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF106.2K shares617.47%2026-06-302026-07-24

COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF124.1K shares35450.14%2026-06-302026-07-24

DHI D R HORTON INC COM30.5K shares358.35%2026-06-302026-07-24

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF26.0K shares278.47%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS10.2K shares232.50%2026-06-302026-07-24

Sponsored

LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF97.6K shares385.06%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC COM4.8K shares-56.75%2026-06-302026-07-24

AVEM AVANTIS EMERGING MARKETS EQUITY ETF49.1K shares-26.35%2026-06-302026-07-24

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF54.8K shares1008.11%2026-06-302026-07-24

SCHD SCHWAB US DIVIDEND EQUITY ETF147.0K shares2870.86%2026-06-302026-07-24

TBG TBG DIVIDEND FOCUS ETF125.6K shares6086.51%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM4.8K shares-52.83%2026-06-302026-07-24

KLAC KLA CORP COM NEW14.9K shares32.79%2026-06-302026-07-24

Sponsored

NETFLIX INC. COM NETFLIX INC. COM62.8K shares416.61%2026-06-302026-07-24

SLV iShares Silver Trust ETF83.3K shares378477.27%2026-06-302026-07-24

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF43.5K shares981.66%2026-06-302026-07-24

MGV VANGUARD MEGA CAP VALUE ETF26.7K shares-48.08%2026-06-302026-07-24

CAT CATERPILLAR INC COM4.1K shares-55.66%2026-06-302026-07-24

CISCO SYS INC COM CISCO SYS INC COM36.4K shares145.59%2026-06-302026-07-24

WDC WESTERN DIGITAL CORP COM6.6K shares19.51%2026-06-302026-07-24

IJH ISHARES CORE S&P MID-CAP ETF54.1K shares2312.53%2026-06-302026-07-24

Sponsored

JNJ JOHNSON & JOHNSON COM16.3K shares-65.74%2026-06-302026-07-24

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF95.5K shares882.89%2026-06-302026-07-24

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF39.4K shares115679.41%2026-06-302026-07-24

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF56.4K shares3579.96%2026-06-302026-07-24

INTC INTEL CORP COM27.5K shares128.81%2026-06-302026-07-24

MGK VANGUARD MEGA CAP GROWTH ETF43.6K shares2805.00%2026-06-302026-07-24

LRCX LAM RESEARCH CORP COM NEW8.8K shares283.52%2026-06-302026-07-24

GEV GE VERNOVA INC COM3.2K shares109.70%2026-06-302026-07-24

Sponsored

STRATEGY INC CL A NEW STRATEGY INC CL A NEW43.7K shares906.08%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL CL A5 shares-98.58%2026-06-302026-07-24

FLOT ISHARES FLOATING RATE BOND ETF72.9K shares16700.00%2026-06-302026-07-24

KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A46.8K shares276.41%2026-06-302026-07-24

VBR VANGUARD SMALL CAP VALUE ETF14.8K shares448.65%2026-06-302026-07-24

VOE VANGUARD MID-CAP VALUE ETF18.2K shares246.13%2026-06-302026-07-24

GE GE AEROSPACE COM NEW9.6K shares279.57%2026-06-302026-07-24

MAS MASCO CORP COM43.7K shares436.10%2026-06-302026-07-24

Sponsored

DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF121.7K shares1380.33%2026-06-302026-07-24

IVW ISHARES S&P 500 GROWTH ETF25.4K shares-13.03%2026-06-302026-07-24

FREEPORT MCMORAN INC CL B FREEPORT MCMORAN INC CL B55.0K shares494.85%2026-06-302026-07-24

MRK MERCK & CO INC COM26.5K shares3.85%2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF100.1K shares310.43%2026-06-302026-07-24

JBL JABIL INC COM8.6K shares-32.41%2026-06-302026-07-24

DFAS DIMENSIONAL U.S. SMALL CAP ETF40.3K shares-72.90%2026-06-302026-07-24

VANECK GOLD MINERS ETF VANECK GOLD MINERS ETF43.5K shares2174050.00%2026-06-302026-07-24

Sponsored

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF38.4K shares437.65%2026-06-302026-07-24

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER167.8K shares390055.81%2026-06-302026-07-24

VFLO VICTORYSHARES FREE CASH FLOW ETF68.9K shares3445650.00%2026-06-302026-07-24

IWB ISHARES RUSSELL 1000 ETF7.6K shares14.78%2026-06-302026-07-24

SOUTHERN CO COM SOUTHERN CO COM32.5K shares62.68%2026-06-302026-07-24

IJR ISHARES CORE S&P SMALL CAP ETF21.0K shares13600.65%2026-06-302026-07-24

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A6.0K shares11.33%2026-06-302026-07-24

CALF PACER US SMALL CAP CASH COWS ETF60.3K shares24227.42%2026-06-302026-07-24

Sponsored

DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF63.0K shares198.64%2026-06-302026-07-24

MS MORGAN STANLEY COM NEW14.4K shares395.86%2026-06-302026-07-24

FIX COMFORT SYS USA INC COM1.5K shares-91.60%2026-06-302026-07-24

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF72.3K shares6318.92%2026-06-302026-07-24

SSNC SS&C TECH HLDGS COM47.0K shares386.30%2026-06-302026-07-24

SNDK SANDISK CORP COM1.3K shares-51.45%2026-06-302026-07-24

ABBVIE INC COM ABBVIE INC COM11.4K shares-87.39%2026-06-302026-07-24

CLH CLEAN HARBORS INC COM9.5K shares-82.82%2026-06-302026-07-24

Sponsored

GCOW PACER GLOBAL CASH COWS DIVIDEND ETF64.7K shares6465900.00%2026-06-302026-07-24

BIBL INSPIRE 100 ETF48.2K shares4507.07%2026-06-302026-07-24

SGI SOMNIGROUP INTERNATIONAL INC COM35.2K shares993.82%2026-06-302026-07-24

IWR ISHARES RUSSELL MIDCAP ETF24.5K shares10.51%2026-06-302026-07-24

COPY TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS181.4K shares4533675.00%2026-06-302026-07-24

EFV ISHARES MSCI EAFE VALUE ETF34.8K shares3.00%2026-06-302026-07-24

FEMR FIDELITY ENHANCED EMERGING MARKETS ETF61.6K shares238.58%2026-06-302026-07-24

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF24.6K shares682.26%2026-06-302026-07-24

Sponsored

ETN EATON CORP PLC SHS6.1K shares-69.23%2026-06-302026-07-24

TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF51.8K shares664.26%2026-06-302026-07-24

NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF112.5K shares132.49%2026-06-302026-07-24

IWF ISHARES RUSSELL 1000 GROWTH ETF20.5K shares549.25%2026-06-302026-07-24

DFCF DIMENSIONAL CORE FIXED INCOME ETF60.1K shares244.47%2026-06-302026-07-24

ORACLE CORP COM ORACLE CORP COM17.0K shares16.25%2026-06-302026-07-24

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR82.5K shares11016.58%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP COM9.8K shares33.92%2026-06-302026-07-24

Sponsored

DFGX DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF45.1K shares-19.15%2026-06-302026-07-24

IWD ISHARES RUSSELL 1000 VALUE ETF9.9K shares216.17%2026-06-302026-07-24

BAC BANK OF AMER CORP COM41.8K shares239.73%2026-06-302026-07-24

WFC WELLS FARGO & CO COM28.4K shares-55.36%2026-06-302026-07-24

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM5.6K shares-84.98%2026-06-302026-07-24

MP MP MATERIALS CORP COM CL A41.6K shares1000.37%2026-06-302026-07-24

ESUM EVENTIDE US MARKET ETF75.1K shares-92.34%2026-06-302026-07-24

TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF45.2K shares3087.09%2026-06-302026-07-24

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CGMU CAPITAL GROUP MUNICIPAL INCOME ETF76.3K shares1270850.00%2026-06-302026-07-24

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RSP INVESCO S&P 500 EQUAL WEIGHT ETF9.6K shares1080.39%2026-06-302026-07-24

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NDAQ NASDAQ INC COM9.6K shares-24.23%2026-06-302026-07-24

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ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS16.7K shares27.27%2026-06-302026-07-24

TLT ISHARES 20 YEAR TREASURY BOND ETF8.7K shares565.95%2026-06-302026-07-24

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM2.3K shares-57.03%2026-06-302026-07-24

EVENTIDE INTERNATIONAL ETF EVENTIDE INTERNATIONAL ETF25.2K shares-30.00%2026-06-302026-07-24

VGT VANGUARD INFORMATION TECHNOLOGY ETF6.3K shares582.68%2026-06-302026-07-24

MEDP MEDPACE HLDGS INC COM1.4K shares-79.52%2026-06-302026-07-24

TRGP TARGA RES CORP COM2.8K shares-32.75%2026-06-302026-07-24

DVN DEVON ENERGY CORP NEW COM18.0K shares-61.43%2026-06-302026-07-24

Sponsored

BANK MONTREAL MEDIUM MICROSECTORS FA BANK MONTREAL MEDIUM MICROSECTORS FA20.0K sharesnew addition2026-06-302026-07-24

RPRX ROYALTY PHARMA PLC SHS CLASS A13.2K shares643.98%2026-06-302026-07-24

TPR TAPESTRY INC COM5.1K shares42.36%2026-06-302026-07-24

RF REGIONS FINANCIAL CORP NEW COM24.3K shares472.90%2026-06-302026-07-24

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF6.2K shares1466.92%2026-06-302026-07-24

TBIL F/M US TREASURY 3 MONTH BILL FUND14.7K shares146630.00%2026-06-302026-07-24

LOW LOWES COS INC COM3.3K shares-66.02%2026-06-302026-07-24

CBRE CBRE GROUP INC CL A5.4K shares-94.29%2026-06-302026-07-24

Sponsored

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF16.9K shares7104.27%2026-06-302026-07-24

AMT AMERICAN TOWER CORP COM4.4K shares1.62%2026-06-302026-07-24

EQIX EQUINIX INC COM683 shares-87.13%2026-06-302026-07-24

CFG CITIZENS FINL GROUP INC COM10.1K shares78.53%2026-06-302026-07-24

IEI ISHARES 3-7 YEAR TREASURY BOND ETF6.0K shares45.18%2026-06-302026-07-24

SCHZ SCHWAB US AGGREGATE BOND ETF30.5K shares118.64%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL COM21.9K shares302.42%2026-06-302026-07-24

NOC NORTHROP GRUMMAN CORP COM1.4K shares-92.19%2026-06-302026-07-24

Sponsored

GILD GILEAD SCIENCES INC COM5.5K shares-23.67%2026-06-302026-07-24

ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF18.1K shares3519.40%2026-06-302026-07-24

VGLT VANGUARD LONG-TERM TREASURY ETF12.5K shares629.26%2026-06-302026-07-24

DFAW DIMENSIONAL WORLD EQUITY ETF8.3K shares205.98%2026-06-302026-07-24

EFG ISHARES MSCI EAFE GROWTH ETF5.5K shares-57.54%2026-06-302026-07-24

DHR DANAHER CORP DEL COM3.6K shares-97.70%2026-06-302026-07-24

PAYX PAYCHEX INC COM7.0K shares-58.04%2026-06-302026-07-24

MLI MUELLER INDS INC COM5.5K shares-40.16%2026-06-302026-07-24

Sponsored

AMERICAN HOMES 4 RENT CL A AMERICAN HOMES 4 RENT CL A20.2K shares231.03%2026-06-302026-07-24

SOFI SOFI TECHNOLOGIES INC COM37.8K shares-77.86%2026-06-302026-07-24

SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF14.0K shares132.60%2026-06-302026-07-24

UAL UNITED AIRLS HLDGS INC COM5.0K shares-3.27%2026-06-302026-07-24

UGL PROSHARES ULTRA GOLD15.4K shares55.45%2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC COM1.4K shares-76.13%2026-06-302026-07-24

MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS33.9K shares221.74%2026-06-302026-07-24

GIS GENERAL MILLS INC COM19.3K shares443.33%2026-06-302026-07-24

Sponsored

ZM ZOOM COMMUNICATIONS INC CL A7.8K shares453.45%2026-06-302026-07-24

FITB FIFTH THIRD BANCORP COM11.9K shares83.21%2026-06-302026-07-24

SCHH SCHWAB U.S. REIT ETF28.3K shares12100.00%2026-06-302026-07-24

ENB ENBRIDGE INC COM12.3K shares-90.64%2026-06-302026-07-24

AME AMETEK INC COM2.7K shares-64.44%2026-06-302026-07-24

ARM ARM HOLDINGS PLC SPONSORED ADS1.9K shares-60.46%2026-06-302026-07-24

SYY SYSCO CORP COM7.9K shares-23.49%2026-06-302026-07-24

TFC TRUIST FINL CORP COM13.2K shares61.63%2026-06-302026-07-24

Sponsored

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF12.5K shares32.04%2026-06-302026-07-24

SNPS SYNOPSYS INC COM1.5K shares-76.90%2026-06-302026-07-24

SHEL SHELL PLC SPON ADS8.4K shares165.67%2026-06-302026-07-24

ODFL OLD DOMINION FREIGHT LINE INC COM3.0K shares-44.27%2026-06-302026-07-24

MNST MONSTER BEVERAGE CORP NEW COM6.8K shares81.24%2026-06-302026-07-24

DTM DT MIDSTREAM INC COMMON STOCK4.4K shares-59.13%2026-06-302026-07-24

FBND FIDELITY TOTAL BOND ETF14.3K shares1339.42%2026-06-302026-07-24

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF2.7K shares-46.10%2026-06-302026-07-24

Sponsored

BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST12.1K shares75356.25%2026-06-302026-07-24

T AT&T INC COM31.1K shares759.77%2026-06-302026-07-24

DG DOLLAR GEN CORP COM5.6K shares110.32%2026-06-302026-07-24

USXF ISHARES ESG ADVANCED MSCI USA ETF9.2K shares-43.33%2026-06-302026-07-24

NVS NOVARTIS AG SPONSORED ADR4.1K shares19.28%2026-06-302026-07-24

VRSN VERISIGN INC COM2.5K shares-29.46%2026-06-302026-07-24

ROST ROSS STORES INC COM3.0K shares-54.69%2026-06-302026-07-24

UBS UBS GROUP AG SHS12.8K shares234.23%2026-06-302026-07-24

Sponsored

BIIB BIOGEN INC COM2.9K shares-89.33%2026-06-302026-07-24

PFE PFIZER INC COM26.0K shares-12.71%2026-06-302026-07-24

GRMN GARMIN LTD SHS2.6K shares-93.24%2026-06-302026-07-24

VST VISTRA CORP COM3.9K shares107.40%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC COM NEW1.6K shares-88.45%2026-06-302026-07-24

UGA UNITED STATES GASOLINE FUND LP6.0K shares100366.67%2026-06-302026-07-24

HWM HOWMET AEROSPACE INC COM2.3K shares-69.74%2026-06-302026-07-24

SYK STRYKER CORPORATION COM2.0K shares-25.68%2026-06-302026-07-24

Sponsored

MSI MOTOROLA SOLUTIONS INC COM NEW1.5K shares-88.49%2026-06-302026-07-24

TSEM TOWER SEMICONDUCTOR LTD SHS NEW2.4K shares259.91%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC CL A10.6K shares55.94%2026-06-302026-07-24

PTLC PACER TRENDPILOT US LARGE CAP ETF10.5K shares2179.57%2026-06-302026-07-24

IWS ISHARES RUSSELL MID-CAP VALUE ETF3.7K shares11496.88%2026-06-302026-07-24

CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES2.2K shares-87.55%2026-06-302026-07-24

ILF ISHARES LATIN AMERICA 40 ETF17.9K shares5968.81%2026-06-302026-07-24

FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW2.5K shares-44.72%2026-06-302026-07-24

Sponsored

VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF5.9K shares593600.00%2026-06-302026-07-24

SUSL ISHARES ESG MSCI USA LEADERS ETF4.5K shares7324.59%2026-06-302026-07-24

MCO MOODYS CORP COM1.3K shares-71.99%2026-06-302026-07-24

CI THE CIGNA GROUP COM2.2K shares-78.04%2026-06-302026-07-24

VUG

VANGUARD GROWTH ETF

1076.45%

Shares1.3M

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD VALUE ETF

113.42%

Shares376.2K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

44.12%

Shares1.0M

Event2026-06-30

Filed2026-07-24

PRXG

PRAXIS IMPACT LARGE CAP GROWTH ETF

47.43%

Shares1.5M

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC COM

2137.33%

Shares191.7K

Event2026-06-30

Filed2026-07-24

PRXV

PRAXIS IMPACT LARGE CAP VALUE ETF

90.58%

Shares1.4M

Event2026-06-30

Filed2026-07-24

IAU

iShares Gold Trust ETF

1567.58%

Shares655.4K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION COM

98.45%

Shares242.5K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC COM

1319.37%

Shares51.9K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC CAP STK CL A

196.65%

Shares103.8K

Event2026-06-30

Filed2026-07-24

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

230537.95%

Shares382.9K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC COM

1766.37%

Shares81.3K

Event2026-06-30

Filed2026-07-24

VANGUARD TOTAL STOCK MARKET ETF

677.83%

Shares90.9K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC COM

61.60%

Shares140.5K

Event2026-06-30

Filed2026-07-24

BROADCOM INC COM

1124.62%

Shares87.0K

Event2026-06-30

Filed2026-07-24

COWZ

PACER US CASH COWS 100 ETF

9572.70%

Shares510.2K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD S&P 500 ETF

1100.10%

Shares45.8K

Event2026-06-30

Filed2026-07-24

APOLLO GLOBAL MGMT INC COM

8742.27%

Shares254.4K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP COM

329.21%

Shares80.3K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD DIVIDEND APPRECIATION ETF

9.10%

Shares123.7K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD SHORT-TERM BOND ETF

102.61%

Shares369.6K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV N Y REGISTRY SHS

71.78%

Shares14.1K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

370.55%

Shares580.2K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD FTSE EMERGING MARKETS ETF

75.01%

Shares414.8K

Event2026-06-30

Filed2026-07-24

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

470.51%

Shares458.9K

Event2026-06-30

Filed2026-07-24

CGUS

CAPITAL GROUP CORE EQUITY ETF

10455.20%

Shares521.1K

Event2026-06-30

Filed2026-07-24

STATE STREET SPDR S&P 500 ETF

241.95%

Shares30.4K

Event2026-06-30

Filed2026-07-24

ISHARES CORE S&P 500 ETF

-43.36%

Shares28.3K

Event2026-06-30

Filed2026-07-24

CGCP

CAPITAL GROUP CORE PLUS INCOME ETF

385835.37%

Shares949.4K

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

716.50%

Shares611.1K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

275163.00%

Shares275.3K

Event2026-06-30

Filed2026-07-24

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

91.75%

Shares231.3K

Event2026-06-30

Filed2026-07-24

RWL

INVESCO S&P 500 REVENUE ETF

539179.31%

Shares156.4K

Event2026-06-30

Filed2026-07-24

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

39.15%

Shares411.8K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TRUST SERIES I

6962.11%

Shares26.8K

Event2026-06-30

Filed2026-07-24

BSVO

EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF

92252.19%

Shares674.2K

Event2026-06-30

Filed2026-07-24

VSLU

APPLIED FINANCE VALUATION LARGE CAP ETF

66.63%

Shares425.0K

Event2026-06-30

Filed2026-07-24

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

4549.50%

Shares524.9K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC CAP STK CL C

467.08%

Shares51.2K

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

652.49%

Shares381.4K

Event2026-06-30

Filed2026-07-24

VANGUARD SMALL-CAP ETF

39.47%

Shares58.3K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC CL C

227.95%

Shares38.6K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES MSCI EAFE ETF

2582050.00%

Shares154.9K

Event2026-06-30

Filed2026-07-24

RAA

SMI 3FOURTEEN REAL ASSET ALLOCATION ETF

41409.52%

Shares540.9K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC CL A

1675.19%

Shares127.8K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

383.25%

Shares556.8K

Event2026-06-30

Filed2026-07-24

VBIL

VANGUARD 0-3 MONTH TREASURY BILL ETF

258.92%

Shares194.5K

Event2026-06-30

Filed2026-07-24

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

1079.06%

Shares247.1K

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP COM

848.51%

Shares66.0K

Event2026-06-30

Filed2026-07-24

CRH

CRH PLC ORD

1493.00%

Shares134.0K

Event2026-06-30

Filed2026-07-24

PAAA

PGIM AAA CLO ETF

630172.09%

Shares271.0K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC CL A

-1.21%

Shares24.3K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC COM

-24.72%

Shares11.0K

Event2026-06-30

Filed2026-07-24

DCOR

DIMENSIONAL US CORE EQUITY 1 ETF

134.03%

Shares153.1K

Event2026-06-30

Filed2026-07-24

SOVF

Sovereigns Capital Flourish Fund

82.04%

Shares409.0K

Event2026-06-30

Filed2026-07-24

FANG

DIAMONDBACK ENERGY INC COM

1328.20%

Shares69.0K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC CL A

-25.18%

Shares15.5K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO COM

-95.42%

Shares36.0K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES RUSSELL 2000 GROWTH ETF

48642.62%

Shares29.7K

Event2026-06-30

Filed2026-07-24

VGSH

VANGUARD SHORT-TERM TREASURY ETF

1954.62%

Shares198.1K

Event2026-06-30

Filed2026-07-24

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

276.26%

Shares275.7K

Event2026-06-30

Filed2026-07-24

GSIE

GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF

56909.65%

Shares230.3K

Event2026-06-30

Filed2026-07-24

MBB

ISHARES MBS ETF

947.93%

Shares111.3K

Event2026-06-30

Filed2026-07-24

KKR

KKR & CO INC COM

3968.86%

Shares108.3K

Event2026-06-30

Filed2026-07-24

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

46.05%

Shares212.2K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD TOTAL BOND MARKET ETF

-55.60%

Shares131.2K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-39.95%

Shares19.2K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC COM

292.29%

Shares28.2K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

39.63%

Shares124.3K

Event2026-06-30

Filed2026-07-24

HOOD

ROBINHOOD MKTS INC COM CL A

1486.24%

Shares94.1K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC COM

-47.36%

Shares81.6K

Event2026-06-30

Filed2026-07-24

AZO

AUTOZONE INC COM

-61.90%

Shares2.8K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO COM

-95.11%

Shares7.4K

Event2026-06-30

Filed2026-07-24

BLV

VANGUARD LONG-TERM BOND ETF

32.98%

Shares124.0K

Event2026-06-30

Filed2026-07-24

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

8.58%

Shares164.2K

Event2026-06-30

Filed2026-07-24

POOL CORP COM

1278.60%

Shares37.2K

Event2026-06-30

Filed2026-07-24

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

852.98%

Shares140.0K

Event2026-06-30

Filed2026-07-24

CIEN

CIENA CORP COM NEW

354.67%

Shares15.9K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

41535.27%

Shares93.3K

Event2026-06-30

Filed2026-07-24

PTL

INSPIRE 500 ETF

432.01%

Shares26.5K

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

-72.26%

Shares153.3K

Event2026-06-30

Filed2026-07-24

HQY

HEALTHEQUITY INC COM

5916.81%

Shares83.4K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC COM

-66.07%

Shares21.3K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC COM

4577.97%

Shares63.7K

Event2026-06-30

Filed2026-07-24

RBA

RB GLOBAL INC COM

1544.58%

Shares64.1K

Event2026-06-30

Filed2026-07-24

VANGUARD TOTAL WORLD STOCK ETF

356.67%

Shares45.6K

Event2026-06-30

Filed2026-07-24

KEX

KIRBY CORP COM

1861.73%

Shares52.1K

Event2026-06-30

Filed2026-07-24

RWK

INVESCO S&P MIDCAP 400 REVENUE ETF

176207.41%

Shares47.6K

Event2026-06-30

Filed2026-07-24

IDVO

AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF

16408.20%

Shares165.1K

Event2026-06-30

Filed2026-07-24

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

23555.98%

Shares172.0K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

470.49%

Shares86.7K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC COM

25.65%

Shares11.5K

Event2026-06-30

Filed2026-07-24

DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

3607650.00%

Shares144.3K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

40657.14%

Shares119.8K

Event2026-06-30

Filed2026-07-24

GNRC

GENERAC HLDGS INC COM

-37.42%

Shares22.5K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

518.60%

Shares41.6K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION COM

-90.65%

Shares39.5K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC COM

217.48%

Shares17.5K

Event2026-06-30

Filed2026-07-24

WWJD

INSPIRE INTERNATIONAL ETF

2292.35%

Shares163.5K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

3854.55%

Shares76.9K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

127740.45%

Shares113.8K

Event2026-06-30

Filed2026-07-24

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

7497.32%

Shares59.6K

Event2026-06-30

Filed2026-07-24

CRSP

CRISPR THERAPEUTICS AG NAMEN AKT

4247.56%

Shares110.7K

Event2026-06-30

Filed2026-07-24

PSH

PGIM SHORT DURATION HIGH YIELD ETF

571904.76%

Shares120.1K

Event2026-06-30

Filed2026-07-24

TPL

TEXAS PACIFIC LAND CORPORATION COM

262.86%

Shares12.8K

Event2026-06-30

Filed2026-07-24

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares40.3K

Event2026-06-30

Filed2026-07-24

VIGI

Vanguard International Dividend Appreciation ETF

2064.01%

Shares58.8K

Event2026-06-30

Filed2026-07-24

IVSS

APPLIED FINANCE IVS US SMID ETF

271.43%

Shares183.1K

Event2026-06-30

Filed2026-07-24

ISHARES CORE MSCI EAFE ETF

589.46%

Shares56.0K

Event2026-06-30

Filed2026-07-24

GLD

SPDR Gold Shares ETF

112.72%

Shares14.3K

Event2026-06-30

Filed2026-07-24

DEERE & CO COM

43.03%

Shares8.1K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD TAX-EXEMPT BOND ETF

74382.09%

Shares99.8K

Event2026-06-30

Filed2026-07-24

TPSC

TIMOTHY PLAN US SMALL CAP CORE ETF

3184.15%

Shares104.8K

Event2026-06-30

Filed2026-07-24

VISA INC COM CL A

79.67%

Shares14.7K

Event2026-06-30

Filed2026-07-24

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

11889.21%

Shares135.6K

Event2026-06-30

Filed2026-07-24

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

617.47%

Shares106.2K

Event2026-06-30

Filed2026-07-24

COWG

PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF

35450.14%

Shares124.1K

Event2026-06-30

Filed2026-07-24

DHI

D R HORTON INC COM

358.35%

Shares30.5K

Event2026-06-30

Filed2026-07-24

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

278.47%

Shares26.0K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

232.50%

Shares10.2K

Event2026-06-30

Filed2026-07-24

LMBS

FIRST TRUST LOW DURATION OPPORTUNITIES ETF

385.06%

Shares97.6K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC COM

-56.75%

Shares4.8K

Event2026-06-30

Filed2026-07-24

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

-26.35%

Shares49.1K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

1008.11%

Shares54.8K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB US DIVIDEND EQUITY ETF

2870.86%

Shares147.0K

Event2026-06-30

Filed2026-07-24

TBG

TBG DIVIDEND FOCUS ETF

6086.51%

Shares125.6K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION COM

-52.83%

Shares4.8K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP COM NEW

32.79%

Shares14.9K

Event2026-06-30

Filed2026-07-24

NETFLIX INC. COM

416.61%

Shares62.8K

Event2026-06-30

Filed2026-07-24

SLV

iShares Silver Trust ETF

378477.27%

Shares83.3K

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

981.66%

Shares43.5K

Event2026-06-30

Filed2026-07-24

MGV

VANGUARD MEGA CAP VALUE ETF

-48.08%

Shares26.7K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC COM

-55.66%

Shares4.1K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC COM

145.59%

Shares36.4K

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP COM

19.51%

Shares6.6K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES CORE S&P MID-CAP ETF

2312.53%

Shares54.1K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON COM

-65.74%

Shares16.3K

Event2026-06-30

Filed2026-07-24

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

882.89%

Shares95.5K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

115679.41%

Shares39.4K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

3579.96%

Shares56.4K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP COM

128.81%

Shares27.5K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD MEGA CAP GROWTH ETF

2805.00%

Shares43.6K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP COM NEW

283.52%

Shares8.8K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC COM

109.70%

Shares3.2K

Event2026-06-30

Filed2026-07-24

STRATEGY INC CL A NEW

906.08%

Shares43.7K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

-98.58%

Shares5

Event2026-06-30

Filed2026-07-24

FLOT

ISHARES FLOATING RATE BOND ETF

16700.00%

Shares72.9K

Event2026-06-30

Filed2026-07-24

KNX

KNIGHT-SWIFT TRANSN HLDGS INC CL A

276.41%

Shares46.8K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD SMALL CAP VALUE ETF

448.65%

Shares14.8K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD MID-CAP VALUE ETF

246.13%

Shares18.2K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE COM NEW

279.57%

Shares9.6K

Event2026-06-30

Filed2026-07-24

MAS

MASCO CORP COM

436.10%

Shares43.7K

Event2026-06-30

Filed2026-07-24

DFGR

DIMENSIONAL GLOBAL REAL ESTATE ETF

1380.33%

Shares121.7K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES S&P 500 GROWTH ETF

-13.03%

Shares25.4K

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC CL B

494.85%

Shares55.0K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC COM

3.85%

Shares26.5K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

310.43%

Shares100.1K

Event2026-06-30

Filed2026-07-24

JBL

JABIL INC COM

-32.41%

Shares8.6K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

-72.90%

Shares40.3K

Event2026-06-30

Filed2026-07-24

VANECK GOLD MINERS ETF

2174050.00%

Shares43.5K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

437.65%

Shares38.4K

Event2026-06-30

Filed2026-07-24

PSLV

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER

390055.81%

Shares167.8K

Event2026-06-30

Filed2026-07-24

VFLO

VICTORYSHARES FREE CASH FLOW ETF

3445650.00%

Shares68.9K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES RUSSELL 1000 ETF

14.78%

Shares7.6K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO COM

62.68%

Shares32.5K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES CORE S&P SMALL CAP ETF

13600.65%

Shares21.0K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED CL A

11.33%

Shares6.0K

Event2026-06-30

Filed2026-07-24

CALF

PACER US SMALL CAP CASH COWS ETF

24227.42%

Shares60.3K

Event2026-06-30

Filed2026-07-24

DFSD

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF

198.64%

Shares63.0K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY COM NEW

395.86%

Shares14.4K

Event2026-06-30

Filed2026-07-24

FIX

COMFORT SYS USA INC COM

-91.60%

Shares1.5K

Event2026-06-30

Filed2026-07-24

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

6318.92%

Shares72.3K

Event2026-06-30

Filed2026-07-24

SSNC

SS&C TECH HLDGS COM

386.30%

Shares47.0K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP COM

-51.45%

Shares1.3K

Event2026-06-30

Filed2026-07-24

ABBVIE INC COM

-87.39%

Shares11.4K

Event2026-06-30

Filed2026-07-24

CLH

CLEAN HARBORS INC COM

-82.82%

Shares9.5K

Event2026-06-30

Filed2026-07-24

GCOW

PACER GLOBAL CASH COWS DIVIDEND ETF

6465900.00%

Shares64.7K

Event2026-06-30

Filed2026-07-24

BIBL

INSPIRE 100 ETF

4507.07%

Shares48.2K

Event2026-06-30

Filed2026-07-24

SGI

SOMNIGROUP INTERNATIONAL INC COM

993.82%

Shares35.2K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES RUSSELL MIDCAP ETF

10.51%

Shares24.5K

Event2026-06-30

Filed2026-07-24

COPY

TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS

4533675.00%

Shares181.4K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES MSCI EAFE VALUE ETF

3.00%

Shares34.8K

Event2026-06-30

Filed2026-07-24

FEMR

FIDELITY ENHANCED EMERGING MARKETS ETF

238.58%

Shares61.6K

Event2026-06-30

Filed2026-07-24

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

682.26%

Shares24.6K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC SHS

-69.23%

Shares6.1K

Event2026-06-30

Filed2026-07-24

TCHP

T. ROWE PRICE BLUE CHIP GROWTH ETF

664.26%

Shares51.8K

Event2026-06-30

Filed2026-07-24

NFLT

VIRTUS NEWFLEET MULTI-SECTOR BOND ETF

132.49%

Shares112.5K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES RUSSELL 1000 GROWTH ETF

549.25%

Shares20.5K

Event2026-06-30

Filed2026-07-24

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

244.47%

Shares60.1K

Event2026-06-30

Filed2026-07-24

ORACLE CORP COM

16.25%

Shares17.0K

Event2026-06-30

Filed2026-07-24

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

11016.58%

Shares82.5K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP COM

33.92%

Shares9.8K

Event2026-06-30

Filed2026-07-24

DFGX

DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF

-19.15%

Shares45.1K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES RUSSELL 1000 VALUE ETF

216.17%

Shares9.9K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP COM

239.73%

Shares41.8K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO COM

-55.36%

Shares28.4K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC COM

-84.98%

Shares5.6K

Event2026-06-30

Filed2026-07-24

MP MATERIALS CORP COM CL A

1000.37%

Shares41.6K

Event2026-06-30

Filed2026-07-24

ESUM

EVENTIDE US MARKET ETF

-92.34%

Shares75.1K

Event2026-06-30

Filed2026-07-24

TPLC

TIMOTHY PLAN US LARGE/MID CAP CORE ETF

3087.09%

Shares45.2K

Event2026-06-30

Filed2026-07-24

PNFP

PINNACLE FINL PARTNERS INC COM

24.10%

Shares22.2K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION COM

71.94%

Shares11.7K

Event2026-06-30

Filed2026-07-24

CGGO

CAPITAL GROUP GLOBAL GROWTH EQUITY ETF

236700.00%

Shares52.1K

Event2026-06-30

Filed2026-07-24

NEAR

ISHARES SHORT DURATION BOND ACTIVE ETF

81162.26%

Shares43.1K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC SHS

55.03%

Shares4.2K

Event2026-06-30

Filed2026-07-24

SDCI

USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND

1961.40%

Shares81.9K

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD S&P 500 GROWTH ETF

68757.89%

Shares26.2K

Event2026-06-30

Filed2026-07-24

COCA COLA CO COM

123.69%

Shares26.4K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW COM

-91.66%

Shares14.1K

Event2026-06-30

Filed2026-07-24

CGMU

CAPITAL GROUP MUNICIPAL INCOME ETF

1270850.00%

Shares76.3K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

-44.50%

Shares2.2K

Event2026-06-30

Filed2026-07-24

AXON

AXON ENTERPRISE INC COM

345.44%

Shares3.7K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

1080.39%

Shares9.6K

Event2026-06-30

Filed2026-07-24

OAIM

ONEASCENT INTERNATIONAL EQUITY ETF

359.35%

Shares42.7K

Event2026-06-30

Filed2026-07-24

SYFI

AB SHORT DURATION HIGH YIELD ETF

18668.75%

Shares57.1K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP COM

-79.32%

Shares7.8K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC COM

156.07%

Shares11.1K

Event2026-06-30

Filed2026-07-24

TPIF

TIMOTHY PLAN INTERNATIONAL ETF

12836.23%

Shares53.6K

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

3998.85%

Shares57.2K

Event2026-06-30

Filed2026-07-24

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

2463300.00%

Shares49.3K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO COM

-49.25%

Shares5.8K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED COM

-74.03%

Shares5.7K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP COM

-63.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP COM

-39.14%

Shares7.5K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC COM NEW

165.36%

Shares13.8K

Event2026-06-30

Filed2026-07-24

TER

TERADYNE INC COM

145.21%

Shares3.9K

Event2026-06-30

Filed2026-07-24

ARK INNOVATION ETF

334500.00%

Shares23.4K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP CL A

89.33%

Shares10.7K

Event2026-06-30

Filed2026-07-24

PDBC

INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF

59052.50%

Shares118.3K

Event2026-06-30

Filed2026-07-24

DGCB

DIMENSIONAL GLOBAL CREDIT ETF

-50.68%

Shares34.3K

Event2026-06-30

Filed2026-07-24

LKQ

LKQ CORP COM

1271.77%

Shares70.4K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS COM

28.40%

Shares6.6K

Event2026-06-30

Filed2026-07-24

FLTR

VANECK IG FLOATING RATE ETF

7823.54%

Shares72.0K

Event2026-06-30

Filed2026-07-24

CGBL

CAPITAL GROUP CORE BALANCED ETF

255478.95%

Shares48.6K

Event2026-06-30

Filed2026-07-24

ISMD

INSPIRE SMALL/MID CAP ETF

115078.13%

Shares36.9K

Event2026-06-30

Filed2026-07-24

BUFR

FT VEST LADDERED BUFFER ETF

2219.47%

Shares50.0K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO COM CL A

29.26%

Shares5.4K

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO S&P 500 MOMENTUM ETF

827.93%

Shares11.2K

Event2026-06-30

Filed2026-07-24

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

468.67%

Shares35.6K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO COM

-43.54%

Shares12.1K

Event2026-06-30

Filed2026-07-24

CGIC

CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF

209517.39%

Shares48.2K

Event2026-06-30

Filed2026-07-24

HAL

HALLIBURTON CO COM

157.81%

Shares51.4K

Event2026-06-30

Filed2026-07-24

BRUNSWICK CORP COM

102.99%

Shares20.5K

Event2026-06-30

Filed2026-07-24

ARKB

ARK 21SHARES BITCOIN ETF

9603.29%

Shares88.6K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC COM

364.82%

Shares7.0K

Event2026-06-30

Filed2026-07-24

JBHT

HUNT J B TRANS SVCS INC COM

337.99%

Shares5.8K

Event2026-06-30

Filed2026-07-24

PPA

INVESCO AEROSPACE & DEFENSE ETF

26194.44%

Shares9.5K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO COM

-23.58%

Shares28.6K

Event2026-06-30

Filed2026-07-24

STATE STREET SPDR PORTFOLIO S&P 500 ETF

703.71%

Shares18.6K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC COM

-89.33%

Shares8.8K

Event2026-06-30

Filed2026-07-24

IDMO

INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF

767.90%

Shares26.8K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC COM

51.55%

Shares6.3K

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP COM

-48.69%

Shares2.1K

Event2026-06-30

Filed2026-07-24

SDY

STATE STREET SPDR S&P DIVIDEND ETF

88.87%

Shares10.6K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC COM SHS

108.42%

Shares9.4K

Event2026-06-30

Filed2026-07-24

VNLA

JANUS HENDERSON SHORT DURATION INCOME ETF

191817.65%

Shares32.6K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP COM

159.50%

Shares5.0K

Event2026-06-30

Filed2026-07-24

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

177.23%

Shares23.1K

Event2026-06-30

Filed2026-07-24

RDVI

FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF

78504.41%

Shares53.5K

Event2026-06-30

Filed2026-07-24

ELCV

EVENTIDE HIGH DIVIDEND ETF

64.68%

Shares46.5K

Event2026-06-30

Filed2026-07-24

BOEING CO COM

751.52%

Shares7.0K

Event2026-06-30

Filed2026-07-24

XSOE

WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND

1647.87%

Shares30.8K

Event2026-06-30

Filed2026-07-24

CNC

CENTENE CORP DEL COM

601.77%

Shares23.4K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP COM

218.42%

Shares14.5K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66 COM

-8.59%

Shares8.9K

Event2026-06-30

Filed2026-07-24

EIX

EDISON INTL COM

321.11%

Shares20.1K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES ESG AWARE MSCI USA ETF

114.14%

Shares9.1K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB U.S. LARGE-CAP ETF

11895.74%

Shares50.7K

Event2026-06-30

Filed2026-07-24

TPHD

TIMOTHY PLAN HIGH DIVIDEND STOCK ETF

1722.31%

Shares35.0K

Event2026-06-30

Filed2026-07-24

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

6834.86%

Shares31.8K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC CL B

132.20%

Shares13.6K

Event2026-06-30

Filed2026-07-24

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

71761.22%

Shares35.2K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC COM

-70.35%

Shares4.9K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP COM

81.80%

Shares5.3K

Event2026-06-30

Filed2026-07-24

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

33969.05%

Shares14.3K

Event2026-06-30

Filed2026-07-24

VUSB

VANGUARD ULTRA-SHORT BOND ETF

4479.87%

Shares28.9K

Event2026-06-30

Filed2026-07-24

DIHP

DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF

-91.16%

Shares42.0K

Event2026-06-30

Filed2026-07-24

UPRO

PROSHARES ULTRAPRO S&P500

2988.99%

Shares10.1K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES COM

7.58%

Shares15.7K

Event2026-06-30

Filed2026-07-24

XLF

Financial Select Sector SPDR ETF

412.39%

Shares26.4K

Event2026-06-30

Filed2026-07-24

WELL

WELLTOWER INC COM

110.23%

Shares6.2K

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC COM

243.10%

Shares8.4K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP COM

-72.01%

Shares15.1K

Event2026-06-30

Filed2026-07-24

NBIS

NEBIUS GROUP N.V. SHS CLASS A

1040.55%

Shares5.0K

Event2026-06-30

Filed2026-07-24

RLY

STATE STREET MULTI-ASSET REAL RETURN ETF

114245.71%

Shares40.0K

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC SHS

29.62%

Shares2.8K

Event2026-06-30

Filed2026-07-24

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

622.42%

Shares27.3K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC COM

50.85%

Shares3.4K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

808520.00%

Shares40.4K

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO COM

-37.50%

Shares17.7K

Event2026-06-30

Filed2026-07-24

PULS

PGIM ULTRA SHORT BOND ETF

1065.83%

Shares27.5K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP COM

18.61%

Shares6.8K

Event2026-06-30

Filed2026-07-24

PUSH

PGIM ULTRA SHORT MUNICIPAL BOND ETF

6012.13%

Shares26.7K

Event2026-06-30

Filed2026-07-24

CGSM

CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF

188300.00%

Shares50.9K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC COM

-90.89%

Shares4.5K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS COM

-91.66%

Shares12.8K

Event2026-06-30

Filed2026-07-24

EWO

ISHARES MSCI AUSTRIA ETF

5085.02%

Shares30.8K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

21.98%

Shares5.9K

Event2026-06-30

Filed2026-07-24

EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

3145.08%

Shares27.4K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC COM

-56.25%

Shares1.8K

Event2026-06-30

Filed2026-07-24

EME

EMCOR GROUP INC COM

-96.60%

Shares1.5K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares7.5K

Event2026-06-30

Filed2026-07-24

QTPI

NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF

1120.62%

Shares49.7K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP COM

-43.48%

Shares4.7K

Event2026-06-30

Filed2026-07-24

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

-78.71%

Shares1.8K

Event2026-06-30

Filed2026-07-24

FTI

TECHNIPFMC PLC COM

390.33%

Shares18.9K

Event2026-06-30

Filed2026-07-24

FTNT

FORTINET INC COM

-91.48%

Shares8.1K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP COM

-54.64%

Shares1.3K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB U.S. BROAD MARKET ETF

1.76%

Shares42.2K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP COM

184.35%

Shares3.4K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC COM

111.67%

Shares13.8K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES S&P 100 ETF

-25.71%

Shares3.3K

Event2026-06-30

Filed2026-07-24

LCTU

ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF

1948.50%

Shares15.0K

Event2026-06-30

Filed2026-07-24

DAL

DELTA AIR LINES INC COM NEW

814.37%

Shares12.9K

Event2026-06-30

Filed2026-07-24

RSG

REPUBLIC SVCS INC COM

-71.41%

Shares5.6K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB U.S. SMALL-CAP ETF

574.92%

Shares32.9K

Event2026-06-30

Filed2026-07-24

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

1374.95%

Shares29.5K

Event2026-06-30

Filed2026-07-24

PCG

PG&E CORP COM

993.44%

Shares69.4K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC COM

66.76%

Shares8.6K

Event2026-06-30

Filed2026-07-24

MMC

MARSH & MCLENNAN COS INC COM

-46.27%

Shares7.0K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES RUSSELL 2000 ETF

-62.43%

Shares3.9K

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

250578.95%

Shares47.6K

Event2026-06-30

Filed2026-07-24

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

27.12%

Shares7.2K

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

20.47%

Shares11.7K

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC COM

-21.50%

Shares9.8K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES S&P 500 VALUE ETF

21.22%

Shares5.0K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW COM NEW

-7.95%

Shares8.9K

Event2026-06-30

Filed2026-07-24

OXY

OCCIDENTAL PETE CORP COM

395.73%

Shares23.2K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC COM

-89.49%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD MID-CAP GROWTH ETF

-88.81%

Shares3.6K

Event2026-06-30

Filed2026-07-24

DGX

QUEST DIAGNOSTICS INC COM

-52.53%

Shares5.2K

Event2026-06-30

Filed2026-07-24

ABNB

AIRBNB INC COM CL A

2126.74%

Shares7.7K

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC COM

-69.30%

Shares8.4K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES SEMICONDUCTOR ETF

642.79%

Shares1.7K

Event2026-06-30

Filed2026-07-24

BBVA

BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR

538.76%

Shares42.9K

Event2026-06-30

Filed2026-07-24

KEYS

KEYSIGHT TECHNOLOGIES INC COM

95.59%

Shares3.1K

Event2026-06-30

Filed2026-07-24

QFLR

INNOVATOR NASDAQ-100 MANAGED FLOOR ETF

226.75%

Shares29.3K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC COM

-98.72%

Shares6.8K

Event2026-06-30

Filed2026-07-24

CCL

CARNIVAL CORP LTD COMMON SHARES

1443.84%

Shares37.2K

Event2026-06-30

Filed2026-07-24

USHY

ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF

2145.85%

Shares28.7K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL COM

-56.09%

Shares4.7K

Event2026-06-30

Filed2026-07-24

VANGUARD MID-CAP ETF

497.52%

Shares13.0K

Event2026-06-30

Filed2026-07-24

YEAR

AB ULTRA SHORT INCOME ETF

17363.87%

Shares20.8K

Event2026-06-30

Filed2026-07-24

WCN

WASTE CONNECTIONS INC COM

-19.20%

Shares6.2K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC COM

363.72%

Shares24.3K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC COM

547.14%

Shares13.8K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-40.11%

Shares36.9K

Event2026-06-30

Filed2026-07-24

INCY

INCYTE CORP COM

293.88%

Shares9.0K

Event2026-06-30

Filed2026-07-24

SCHP

SCHWAB US TIPS ETF

26218.49%

Shares38.4K

Event2026-06-30

Filed2026-07-24

CLOUDFLARE INC CL A COM

-47.69%

Shares4.1K

Event2026-06-30

Filed2026-07-24

HPE

HEWLETT PACKARD ENTERPRISE CO COM

370.76%

Shares22.3K

Event2026-06-30

Filed2026-07-24

XCEM

COLUMBIA EM CORE EX-CHINA ETF

370.39%

Shares19.0K

Event2026-06-30

Filed2026-07-24

CALM

CAL MAINE FOODS INC COM NEW

570.41%

Shares12.4K

Event2026-06-30

Filed2026-07-24

APPLIED INDL TECHNOLOGIES INC COM

-36.85%

Shares2.9K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P COM UT LTD PTN

545.79%

Shares51.7K

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP COM

133.23%

Shares6.8K

Event2026-06-30

Filed2026-07-24

SPXL

DIREXION DAILY S&P 500 BULL 3X ETF

29.87%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-82.33%

Shares11.8K

Event2026-06-30

Filed2026-07-24

NVT

NVENT ELEC PLC SHS

18.87%

Shares5.7K

Event2026-06-30

Filed2026-07-24

SNOWFLAKE INC COM SHS

-22.52%

Shares3.8K

Event2026-06-30

Filed2026-07-24

ETR

ENTERGY CORP NEW COM

225.29%

Shares8.5K

Event2026-06-30

Filed2026-07-24

AOA

ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF

13479.45%

Shares9.9K

Event2026-06-30

Filed2026-07-24

STRK

STRATEGY INC SERIES A PERP PF

20867.95%

Shares16.4K

Event2026-06-30

Filed2026-07-24

MPWR

MONOLITHIC PWR SYS INC COM

-79.19%

Shares690

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO S&P 500 QUALITY ETF

207840.00%

Shares10.4K

Event2026-06-30

Filed2026-07-24

XLE

Energy Select Sector SPDR ETF

1349.55%

Shares17.5K

Event2026-06-30

Filed2026-07-24

ROYAL BK CDA COM

353.54%

Shares4.5K

Event2026-06-30

Filed2026-07-24

PLD

PROLOGIS INC. COM

9.23%

Shares6.8K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES MSCI EMERGING MARKETS ETF

-37.92%

Shares13.5K

Event2026-06-30

Filed2026-07-24

JOHNSON CTLS INTL PLC SHS

-9.65%

Shares6.3K

Event2026-06-30

Filed2026-07-24

GDXJ

VANECK JUNIOR GOLD MINERS ETF

2714.15%

Shares9.1K

Event2026-06-30

Filed2026-07-24

PKG

PACKAGING CORP AMER COM

-94.09%

Shares3.8K

Event2026-06-30

Filed2026-07-24

SYM

SYMBOTIC INC CLASS A COM

2318.76%

Shares19.9K

Event2026-06-30

Filed2026-07-24

XEL

XCEL ENERGY INC COM

127.32%

Shares11.1K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC COM

-98.98%

Shares5.0K

Event2026-06-30

Filed2026-07-24

LEMB

ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF

3423.17%

Shares20.7K

Event2026-06-30

Filed2026-07-24

SFBS

SERVISFIRST BANCSHARES INC COM

-82.58%

Shares10.1K

Event2026-06-30

Filed2026-07-24

DSI

ISHARES ESG MSCI KLD 400 ETF

96.99%

Shares6.2K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO NASDAQ 100 ETF

17.92%

Shares2.9K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC COM

-27.59%

Shares8.8K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES U.S. TECHNOLOGY ETF

-92.05%

Shares3.5K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC COM

-57.94%

Shares12.1K

Event2026-06-30

Filed2026-07-24

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

103891.18%

Shares35.4K

Event2026-06-30

Filed2026-07-24

CBSH

COMMERCE BANCSHARES INC COM

100.47%

Shares15.1K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC COM

-82.23%

Shares1.7K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP COM NEW

16.99%

Shares14.2K

Event2026-06-30

Filed2026-07-24

NEM

NEWMONT CORP COM

-40.16%

Shares9.1K

Event2026-06-30

Filed2026-07-24

CDNS

CADENCE DESIGN SYSTEM INC COM

-91.17%

Shares2.3K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING INC COM

-45.81%

Shares3.8K

Event2026-06-30

Filed2026-07-24

MOH

MOLINA HEALTHCARE INC COM

64.68%

Shares3.7K

Event2026-06-30

Filed2026-07-24

AON

AON PLC SHS CL A

-70.99%

Shares2.5K

Event2026-06-30

Filed2026-07-24

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

115506.67%

Shares17.3K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO COM

244.33%

Shares8.7K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC COM

-87.85%

Shares2.0K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD EXTENDED MARKET ETF

-24.94%

Shares3.4K

Event2026-06-30

Filed2026-07-24

FLEE

FRANKLIN FTSE EUROPE ETF

1071.32%

Shares21.2K

Event2026-06-30

Filed2026-07-24

EVERSOURCE ENERGY COM

-77.33%

Shares11.3K

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC COM

-34.79%

Shares8.9K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC COM

-66.29%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SUSC

ISHARES ESG AWARE USD CORPORATE BOND ETF

675.31%

Shares35.1K

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

58.94%

Shares5.3K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC COM

40.46%

Shares5.9K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC COM

314.69%

Shares11.2K

Event2026-06-30

Filed2026-07-24

CRWV

COREWEAVE INC COM CL A

416.46%

Shares8.1K

Event2026-06-30

Filed2026-07-24

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

-66.82%

Shares6.3K

Event2026-06-30

Filed2026-07-24

VCEB

VANGUARD ESG U.S. CORPORATE BOND ETF

201.20%

Shares12.5K

Event2026-06-30

Filed2026-07-24

AMERIPRISE FINL INC COM

-33.16%

Shares1.7K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO COM

162.62%

Shares8.6K

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

15423.19%

Shares21.4K

Event2026-06-30

Filed2026-07-24

EVR

EVERCORE INC CLASS A

-31.24%

Shares2.3K

Event2026-06-30

Filed2026-07-24

BITX

2X BITCOIN ETF

34643.66%

Shares74.0K

Event2026-06-30

Filed2026-07-24

ROYAL CARIBBEAN GROUP COM

-4.27%

Shares2.4K

Event2026-06-30

Filed2026-07-24

ADOBE INC COM

-83.88%

Shares3.7K

Event2026-06-30

Filed2026-07-24

HSBC

HSBC HLDGS PLC SPON ADR NEW

-44.44%

Shares8.0K

Event2026-06-30

Filed2026-07-24

ILMN

ILLUMINA INC COM

110.72%

Shares4.3K

Event2026-06-30

Filed2026-07-24

NDAQ

NASDAQ INC COM

-24.23%

Shares9.6K

Event2026-06-30

Filed2026-07-24

ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS

27.27%

Shares16.7K

Event2026-06-30

Filed2026-07-24

TLT

ISHARES 20 YEAR TREASURY BOND ETF

565.95%

Shares8.7K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC COM

-57.03%

Shares2.3K

Event2026-06-30

Filed2026-07-24

EVENTIDE INTERNATIONAL ETF

-30.00%

Shares25.2K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

582.68%

Shares6.3K

Event2026-06-30

Filed2026-07-24

MEDP

MEDPACE HLDGS INC COM

-79.52%

Shares1.4K

Event2026-06-30

Filed2026-07-24

TRGP

TARGA RES CORP COM

-32.75%

Shares2.8K

Event2026-06-30

Filed2026-07-24

DVN

DEVON ENERGY CORP NEW COM

-61.43%

Shares18.0K

Event2026-06-30

Filed2026-07-24

BANK MONTREAL MEDIUM MICROSECTORS FA

New

Shares20.0K

Event2026-06-30

Filed2026-07-24

RPRX

ROYALTY PHARMA PLC SHS CLASS A

643.98%

Shares13.2K

Event2026-06-30

Filed2026-07-24

TPR

TAPESTRY INC COM

42.36%

Shares5.1K

Event2026-06-30

Filed2026-07-24

REGIONS FINANCIAL CORP NEW COM

472.90%

Shares24.3K

Event2026-06-30

Filed2026-07-24

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

1466.92%

Shares6.2K

Event2026-06-30

Filed2026-07-24

TBIL

F/M US TREASURY 3 MONTH BILL FUND

146630.00%

Shares14.7K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC COM

-66.02%

Shares3.3K

Event2026-06-30

Filed2026-07-24

CBRE

CBRE GROUP INC CL A

-94.29%

Shares5.4K

Event2026-06-30

Filed2026-07-24

DFEV

DIMENSIONAL EMERGING MARKETS VALUE ETF

7104.27%

Shares16.9K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP COM

1.62%

Shares4.4K

Event2026-06-30

Filed2026-07-24

EQIX

EQUINIX INC COM

-87.13%

Shares683

Event2026-06-30

Filed2026-07-24

CFG

CITIZENS FINL GROUP INC COM

78.53%

Shares10.1K

Event2026-06-30

Filed2026-07-24

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

45.18%

Shares6.0K

Event2026-06-30

Filed2026-07-24

SCHZ

SCHWAB US AGGREGATE BOND ETF

118.64%

Shares30.5K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL COM

302.42%

Shares21.9K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP COM

-92.19%

Shares1.4K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC COM

-23.67%

Shares5.5K

Event2026-06-30

Filed2026-07-24

ABRDN PHYSICAL GOLD SHARES ETF

3519.40%

Shares18.1K

Event2026-06-30

Filed2026-07-24

VGLT

VANGUARD LONG-TERM TREASURY ETF

629.26%

Shares12.5K

Event2026-06-30

Filed2026-07-24

DFAW

DIMENSIONAL WORLD EQUITY ETF

205.98%

Shares8.3K

Event2026-06-30

Filed2026-07-24

EFG

ISHARES MSCI EAFE GROWTH ETF

-57.54%

Shares5.5K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL COM

-97.70%

Shares3.6K

Event2026-06-30

Filed2026-07-24

PAYX

PAYCHEX INC COM

-58.04%

Shares7.0K

Event2026-06-30

Filed2026-07-24

MLI

MUELLER INDS INC COM

-40.16%

Shares5.5K

Event2026-06-30

Filed2026-07-24

AMERICAN HOMES 4 RENT CL A

231.03%

Shares20.2K

Event2026-06-30

Filed2026-07-24

SOFI

SOFI TECHNOLOGIES INC COM

-77.86%

Shares37.8K

Event2026-06-30

Filed2026-07-24

SCHC

SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF

132.60%

Shares14.0K

Event2026-06-30

Filed2026-07-24

UAL

UNITED AIRLS HLDGS INC COM

-3.27%

Shares5.0K

Event2026-06-30

Filed2026-07-24

UGL

PROSHARES ULTRA GOLD

55.45%

Shares15.4K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC COM

-76.13%

Shares1.4K

Event2026-06-30

Filed2026-07-24

MUFG

MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS

221.74%

Shares33.9K

Event2026-06-30

Filed2026-07-24

GIS

GENERAL MILLS INC COM

443.33%

Shares19.3K

Event2026-06-30

Filed2026-07-24

ZOOM COMMUNICATIONS INC CL A

453.45%

Shares7.8K

Event2026-06-30

Filed2026-07-24

FITB

FIFTH THIRD BANCORP COM

83.21%

Shares11.9K

Event2026-06-30

Filed2026-07-24

SCHH

SCHWAB U.S. REIT ETF

12100.00%

Shares28.3K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC COM

-90.64%

Shares12.3K

Event2026-06-30

Filed2026-07-24

AME

AMETEK INC COM

-64.44%

Shares2.7K

Event2026-06-30

Filed2026-07-24

ARM

ARM HOLDINGS PLC SPONSORED ADS

-60.46%

Shares1.9K

Event2026-06-30

Filed2026-07-24

SYY

SYSCO CORP COM

-23.49%

Shares7.9K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP COM

61.63%

Shares13.2K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

32.04%

Shares12.5K

Event2026-06-30

Filed2026-07-24

SNPS

SYNOPSYS INC COM

-76.90%

Shares1.5K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC SPON ADS

165.67%

Shares8.4K

Event2026-06-30

Filed2026-07-24

ODFL

OLD DOMINION FREIGHT LINE INC COM

-44.27%

Shares3.0K

Event2026-06-30

Filed2026-07-24

MNST

MONSTER BEVERAGE CORP NEW COM

81.24%

Shares6.8K

Event2026-06-30

Filed2026-07-24

DTM

DT MIDSTREAM INC COMMON STOCK

-59.13%

Shares4.4K

Event2026-06-30

Filed2026-07-24

FBND

FIDELITY TOTAL BOND ETF

1339.42%

Shares14.3K

Event2026-06-30

Filed2026-07-24

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

-46.10%

Shares2.7K

Event2026-06-30

Filed2026-07-24

BAUG

INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST

75356.25%

Shares12.1K

Event2026-06-30

Filed2026-07-24

AT&T INC COM

759.77%

Shares31.1K

Event2026-06-30

Filed2026-07-24

DOLLAR GEN CORP COM

110.32%

Shares5.6K

Event2026-06-30

Filed2026-07-24

USXF

ISHARES ESG ADVANCED MSCI USA ETF

-43.33%

Shares9.2K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG SPONSORED ADR

19.28%

Shares4.1K

Event2026-06-30

Filed2026-07-24

VRSN

VERISIGN INC COM

-29.46%

Shares2.5K

Event2026-06-30

Filed2026-07-24

ROST

ROSS STORES INC COM

-54.69%

Shares3.0K

Event2026-06-30

Filed2026-07-24

UBS

UBS GROUP AG SHS

234.23%

Shares12.8K

Event2026-06-30

Filed2026-07-24

BIIB

BIOGEN INC COM

-89.33%

Shares2.9K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC COM

-12.71%

Shares26.0K

Event2026-06-30

Filed2026-07-24

GRMN

GARMIN LTD SHS

-93.24%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VST

VISTRA CORP COM

107.40%

Shares3.9K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC COM NEW

-88.45%

Shares1.6K

Event2026-06-30

Filed2026-07-24

UGA

UNITED STATES GASOLINE FUND LP

100366.67%

Shares6.0K

Event2026-06-30

Filed2026-07-24

HWM

HOWMET AEROSPACE INC COM

-69.74%

Shares2.3K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION COM

-25.68%

Shares2.0K

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC COM NEW

-88.49%

Shares1.5K

Event2026-06-30

Filed2026-07-24

TSEM

TOWER SEMICONDUCTOR LTD SHS NEW

259.91%

Shares2.4K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC CL A

55.94%

Shares10.6K

Event2026-06-30

Filed2026-07-24

PTLC

PACER TRENDPILOT US LARGE CAP ETF

2179.57%

Shares10.5K

Event2026-06-30

Filed2026-07-24

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

11496.88%

Shares3.7K

Event2026-06-30

Filed2026-07-24

CRDO

CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES

-87.55%

Shares2.2K

Event2026-06-30

Filed2026-07-24

ILF

ISHARES LATIN AMERICA 40 ETF

5968.81%

Shares17.9K

Event2026-06-30

Filed2026-07-24

FERG

FERGUSON ENTERPRISES INC COMMON STOCK NEW

-44.72%

Shares2.5K

Event2026-06-30

Filed2026-07-24

VTES

VANGUARD SHORT-TERM TAX EXEMPT BOND ETF

593600.00%

Shares5.9K

Event2026-06-30

Filed2026-07-24

SUSL

ISHARES ESG MSCI USA LEADERS ETF

7324.59%

Shares4.5K

Event2026-06-30

Filed2026-07-24

MCO

MOODYS CORP COM

-71.99%

Shares1.3K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP COM

-78.04%

Shares2.2K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL Call CallSPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL2.7K shares2168.91%2026-06-302026-07-24

SOFI TECHNOLOGIES INC CLL OPT 12/26 16.0 CAL Call CallSOFI TECHNOLOGIES INC CLL OPT 12/26 16.0 CAL500 sharesnew addition2026-06-302026-07-24

SUMMIT THERAPEUTICS INC CLL OPT 10/26 14.0 CAL Call CallSUMMIT THERAPEUTICS INC CLL OPT 10/26 14.0 CAL500 sharesnew addition2026-06-302026-07-24

SNAP INC CLL OPT 10/26 6.0 CAL Call CallSNAP INC CLL OPT 10/26 6.0 CAL1.0K sharesnew addition2026-06-302026-07-24

SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL Call

SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL

2168.91%

Shares2.7K

Event2026-06-30

Filed2026-07-24

SOFI TECHNOLOGIES INC CLL OPT 12/26 16.0 CAL Call

SOFI TECHNOLOGIES INC CLL OPT 12/26 16.0 CAL

New

Shares500

Event2026-06-30

Filed2026-07-24

SUMMIT THERAPEUTICS INC CLL OPT 10/26 14.0 CAL Call

SUMMIT THERAPEUTICS INC CLL OPT 10/26 14.0 CAL

New

Shares500

Event2026-06-30

Filed2026-07-24

SNAP INC CLL OPT 10/26 6.0 CAL Call

SNAP INC CLL OPT 10/26 6.0 CAL

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

Put Option Holdings

APPLE INC PUT OPT 12/27 210.0 PUT Put PutAPPLE INC PUT OPT 12/27 210.0 PUT4.7K shares6519.72%2026-06-302026-07-24

SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT Put PutSPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT1.1K shares2100.00%2026-06-302026-07-24

SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT Put PutSPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT400 shares-72.38%2026-06-302026-07-24

APPLE INC PUT OPT 12/27 210.0 PUT Put

APPLE INC PUT OPT 12/27 210.0 PUT

6519.72%

Shares4.7K

Event2026-06-30

Filed2026-07-24

SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT Put

SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT

2100.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT Put

SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT

-72.38%

Shares400

Event2026-06-30

Filed2026-07-24