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The Analysis of FARMERS & MERCHANTS INVESTMENTS INC's Holdings & P&L

Currently, FARMERS & MERCHANTS INVESTMENTS INC holds 1760 types of securities in its portfolio with a total value $4.1B. In the most recent quarter, they have increased their positions in VEA (+106.3K shares, valued at $7.6M), CPAY (+22.0K shares, valued at $7.3M), NRC (+330.5K shares, valued at $7.1M); decreased their positions in IJR (-97.0K shares, valued at $14.4M), VWO (-100.2K shares, valued at $6.0M), PYPL (-74.8K shares, valued at $3.2M); initiated new positions in N/A (+24.7K shares, valued at $5.5M), N/A (+24.7K shares, valued at $5.5M), N/A (+13.0K shares, valued at $2.0M).

1M P&L

-18.5M-0.55%

3M P&L

-6.3M-0.19%

HY P&L

+263.8M+8.61%

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/A1.1B

31.8%

2Semiconductors245.0M

7.3%

3Credit Services179.0M

5.3%

Top Industries by Stock Count

1N/A206 stocks

12.8%

2Banks - Regional92 stocks

5.7%

3Software - Application41 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

iShares S&P 500 Index Fund iShares S&P 500 Index Fund390.6K shares0.72%2026-06-302026-07-20

VEA Vanguard FTSE Developed Markets ETF3.8M shares2.91%2026-06-302026-07-20

IJR iShares S&P Small Cap 600 Index ETF1.1M shares-7.99%2026-06-302026-07-20

NNI Nelnet, Inc.1.2M shares-0.42%2026-06-302026-07-20

IJH iShares S&P Midcap 4001.9M shares2.85%2026-06-302026-07-20

AAPL Apple Inc447.3K shares1.59%2026-06-302026-07-20

AMD Advanced Micro Devices Inc193.5K shares-0.40%2026-06-302026-07-20

MSFT Microsoft Corp282.6K shares3.46%2026-06-302026-07-20

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VWO Vanguard FTSE Emerging Markets ETF1.3M shares-7.02%2026-06-302026-07-20

Broadcom Inc Broadcom Inc205.3K shares-3.62%2026-06-302026-07-20

GOOGL Alphabet Inc Class A183.7K shares1.16%2026-06-302026-07-20

APH Amphenol Corp Cl A369.2K shares1.16%2026-06-302026-07-20

WCC Wesco International Inc174.1K shares-0.88%2026-06-302026-07-20

BND Vanguard Total Bond Market ETF813.3K shares0.59%2026-06-302026-07-20

BRK.B Berkshire Hathaway Inc Del Cl B New114.2K shares2.34%2026-06-302026-07-20

GOOG Alphabet Inc Class C152.9K shares3.29%2026-06-302026-07-20

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LLY Eli Lilly & Co44.4K shares-1.36%2026-06-302026-07-20

JPMorgan Chase & Co. JPMorgan Chase & Co.154.0K shares1.03%2026-06-302026-07-20

SLQD iShares 0-5 Yr Inv Grd Corp Bond ETF982.4K shares1.17%2026-06-302026-07-20

WMT Walmart, Inc405.1K shares-3.20%2026-06-302026-07-20

TSM Taiwan Semiconductor Manufacturing Company Ltd.95.5K shares2.22%2026-06-302026-07-20

DELL Dell Technologies Inc Cl C98.4K shares-1.52%2026-06-302026-07-20

AMZN Amazon.com, Inc.171.4K shares5.42%2026-06-302026-07-20

JNJ Johnson & Johnson159.4K shares1.39%2026-06-302026-07-20

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NVDA NVIDIA Corporation199.2K shares7.45%2026-06-302026-07-20

Exxon Mobil Corp Exxon Mobil Corp270.3K shares1.12%2026-06-302026-07-20

Cisco Systems Inc Cisco Systems Inc301.7K shares-1.14%2026-06-302026-07-20

PANW Palo Alto Networks, Inc.101.5K shares6.50%2026-06-302026-07-20

GS Goldman Sachs Group Inc.32.6K shares0.53%2026-06-302026-07-20

TXN Texas Instruments Inc104.9K shares1.36%2026-06-302026-07-20

Oracle Corp Oracle Corp211.7K shares1.12%2026-06-302026-07-20

LOW Lowe's Companies, Inc129.9K shares2.65%2026-06-302026-07-20

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BRK.A Berkshire Hathaway Inc Del Cl A37 shares-2.63%2026-06-302026-07-20

CVS CVS Health Corporation262.6K shares0.75%2026-06-302026-07-20

CAT Caterpillar Inc25.1K shares-2.51%2026-06-302026-07-20

EMR Emerson Electric Co185.4K shares1.00%2026-06-302026-07-20

UnitedHealth Group Inc UnitedHealth Group Inc63.0K shares0.72%2026-06-302026-07-20

ASML ASML Holding12.6K shares2.22%2026-06-302026-07-20

VOO Vanguard S&P 500 ETF36.6K shares0.84%2026-06-302026-07-20

BAC Bank of America Corp414.4K shares1.73%2026-06-302026-07-20

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PEP PepsiCo Inc172.2K shares1.64%2026-06-302026-07-20

Visa Inc. Visa Inc.67.9K shares-0.28%2026-06-302026-07-20

UNP Union Pacific Corp82.2K shares-0.09%2026-06-302026-07-20

RTX Corp RTX Corp114.8K shares-0.10%2026-06-302026-07-20

IWM iShares Russell 2000 Index Fund72.3K shares0.17%2026-06-302026-07-20

Abbvie Inc Abbvie Inc85.7K shares4.26%2026-06-302026-07-20

APD Air Products & Chemicals Inc70.7K shares0.70%2026-06-302026-07-20

PG Procter & Gamble Co136.4K shares0.81%2026-06-302026-07-20

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VCSH Vanguard S/T Corp Bond ETF251.6K shares-7.57%2026-06-302026-07-20

MCD McDonald's Corp68.4K shares1.72%2026-06-302026-07-20

DOV Dover Corp81.5K shares-0.82%2026-06-302026-07-20

CVX Chevron Corp110.2K shares0.41%2026-06-302026-07-20

COF Capital One Financial Corp88.4K shares2.57%2026-06-302026-07-20

VTIP Vanguard Short-Term Inflation -Protected Securities ETF335.7K shares-3.74%2026-06-302026-07-20

MET Metlife Inc198.0K shares0.25%2026-06-302026-07-20

USB US Bancorp275.5K shares-1.36%2026-06-302026-07-20

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ABT Abbott Laboratories182.7K shares2.91%2026-06-302026-07-20

Costco Wholesale Corp Costco Wholesale Corp17.5K shares0.35%2026-06-302026-07-20

LIN New Linde PLC31.2K shares-0.92%2026-06-302026-07-20

ROST Ross Stores Inc75.9K shares-2.57%2026-06-302026-07-20

NUE Nucor Corp72.0K shares-2.77%2026-06-302026-07-20

ENB Enbridge Inc292.9K shares2.04%2026-06-302026-07-20

CRM Salesforce Inc100.6K shares24.09%2026-06-302026-07-20

IVW iShares S&P 500 Growth Index Fund111.5K shares-3.25%2026-06-302026-07-20

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Waste Management Inc Waste Management Inc68.3K shares-0.20%2026-06-302026-07-20

MRK Merck & Co., Inc117.8K shares-0.32%2026-06-302026-07-20

SBUX Starbucks Corp144.6K shares1.48%2026-06-302026-07-20

GNMA iShares GNMA Bond ETF330.2K shares3.01%2026-06-302026-07-20

SYY Sysco Corp174.0K shares-0.96%2026-06-302026-07-20

ICLR ICON PLC82.9K shares-0.11%2026-06-302026-07-20

DIS Walt Disney Company148.4K shares1.40%2026-06-302026-07-20

AFL Aflac Inc common121.8K shares-0.51%2026-06-302026-07-20

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MBB iShares Barclays MBS Bond Fund ETF149.7K shares2.71%2026-06-302026-07-20

BLK Blackrock Inc14.3K shares0.99%2026-06-302026-07-20

IWP iShares Russell Mid-Cap Growth ETF93.3K shares-0.24%2026-06-302026-07-20

Ameriprise Financial Inc Ameriprise Financial Inc29.7K shares-3.42%2026-06-302026-07-20

HYG iShares iBoxx H/Y Corp Bond Fund ETF169.5K shares-2.22%2026-06-302026-07-20

BSV Vanguard Short-Term Bond ETF168.5K shares0.27%2026-06-302026-07-20

TJX TJX Companies Inc82.8K shares0.03%2026-06-302026-07-20

SYK Stryker Corp39.4K shares-2.27%2026-06-302026-07-20

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Meta Platforms Inc Meta Platforms Inc21.8K shares10.41%2026-06-302026-07-20

QCOM Qualcomm Inc66.0K shares-0.68%2026-06-302026-07-20

WFC Wells Fargo146.5K shares-2.45%2026-06-302026-07-20

EW Edwards Lifesciences Corp133.7K shares4.55%2026-06-302026-07-20

VZ Verizon Communications284.4K shares2.44%2026-06-302026-07-20

ITT ITT Inc.60.8K shares2.65%2026-06-302026-07-20

ROP Roper Technologies Inc35.4K shares-1.78%2026-06-302026-07-20

GWW W W Grainger Inc8.3K shares-0.12%2026-06-302026-07-20

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OXY Occidental Petroleum Corp227.2K shares-1.88%2026-06-302026-07-20

HD Home Depot Inc29.9K shares-1.11%2026-06-302026-07-20

Medtronic PLC Medtronic PLC133.1K shares-1.36%2026-06-302026-07-20

COP ConocoPhillips99.5K shares0.02%2026-06-302026-07-20

ADP Automatic Data Processing45.9K shares-0.51%2026-06-302026-07-20

NextEra Energy Inc. NextEra Energy Inc.117.0K shares1.20%2026-06-302026-07-20

MDLZ Mondelez International Inc - A176.0K shares-0.05%2026-06-302026-07-20

ITW Illinois Tool Works Inc36.4K shares-0.88%2026-06-302026-07-20

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State Street SPDR S&P 500 ETF Trust State Street SPDR S&P 500 ETF Trust12.7K shares1.25%2026-06-302026-07-20

KO Coca-Cola Co115.7K shares1.74%2026-06-302026-07-20

Johnson Controls International Johnson Controls International64.2K shares3.97%2026-06-302026-07-20

AMGN Amgen Inc25.6K shares-0.68%2026-06-302026-07-20

DLR Digital Realty Trust Inc.50.8K shares2.78%2026-06-302026-07-20

C Citigroup Inc64.2K shares-0.88%2026-06-302026-07-20

AEP American Elec Pwr Inc65.5K shares0.00%2026-06-302026-07-20

ATR AptarGroup Inc70.0K shares4.48%2026-06-302026-07-20

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NKE Nike Inc Cl B208.3K shares0.60%2026-06-302026-07-20

iShares Barclays Aggregate Bond Fund iShares Barclays Aggregate Bond Fund84.0K shares1.69%2026-06-302026-07-20

UBER Uber Technologies Inc112.3K shares7.94%2026-06-302026-07-20

FDX FedEx Corp25.7K shares-1.68%2026-06-302026-07-20

LRCX Lam Research Corp18.6K shares0.49%2026-06-302026-07-20

CPAY Corpay Inc22.1K shares43168.63%2026-06-302026-07-20

O Realty Income Corp117.5K shares3.91%2026-06-302026-07-20

IBM International Business Machines Corp25.8K shares0.00%2026-06-302026-07-20

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NRC NRC Health330.6K shares330549.00%2026-06-302026-07-20

IWS iShares Russell Midcap Value Index Fund43.3K shares0.27%2026-06-302026-07-20

ROK Rockwell Automation Inc.14.2K shares-0.16%2026-06-302026-07-20

DUK Duke Energy Corporation55.5K shares-0.04%2026-06-302026-07-20

AME AMETEK Inc28.2K shares-0.29%2026-06-302026-07-20

IWO iShares Russell 2000 Growth Index Fd17.2K shares-0.40%2026-06-302026-07-20

DHR Danaher Corp35.5K shares-0.08%2026-06-302026-07-20

VGK Vanguard MSCI European ETF74.7K shares0.00%2026-06-302026-07-20

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SLB SLB Ltd133.1K shares-1.11%2026-06-302026-07-20

ECL Ecolab Inc22.0K shares1.51%2026-06-302026-07-20

ATI Inc ATI Inc31.0K shares-10.71%2026-06-302026-07-20

PSX Phillips 6635.6K shares-0.05%2026-06-302026-07-20

TGT Target Corp45.7K shares-1.71%2026-06-302026-07-20

BAH Booz Allen Hamilton Holding Corp96.4K shares-2.78%2026-06-302026-07-20

FTS Fortis Inc100.8K shares5.10%2026-06-302026-07-20

NVS Novartis AG - ADR36.5K shares-0.44%2026-06-302026-07-20

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Honeywell International Inc Honeywell International Inc24.7K sharesnew addition2026-06-302026-07-20

Honeywell Aerospace Inc Honeywell Aerospace Inc24.7K sharesnew addition2026-06-302026-07-20

S&P Global Inc. S&P Global Inc.12.7K shares16.45%2026-06-302026-07-20

TSLA Tesla Inc12.3K shares0.58%2026-06-302026-07-20

VIG Vanguard Dividend Appreciation Index ETF20.1K shares-0.37%2026-06-302026-07-20

EFA iShares MSCI EAFE Index Fund45.3K shares0.07%2026-06-302026-07-20

GPC Genuine Parts39.4K shares-1.08%2026-06-302026-07-20

IWR iShares Russell Midcap Index Fund41.9K shares-2.16%2026-06-302026-07-20

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ALB Albemarle Corp33.1K shares-0.86%2026-06-302026-07-20

FI Fiserv Inc90.7K shares0.11%2026-06-302026-07-20

PFE Pfizer Inc180.8K shares-0.86%2026-06-302026-07-20

CMCSA Comcast Corp Class A172.7K shares-11.07%2026-06-302026-07-20

SFM Sprouts Farmers Market Inc49.4K shares56067.05%2026-06-302026-07-20

DAL Delta Air Lines Inc44.6K shares-10.37%2026-06-302026-07-20

VNQ Vanguard Real Estate Index ETF42.9K shares-0.13%2026-06-302026-07-20

Netflix Inc. Netflix Inc.57.7K shares0.22%2026-06-302026-07-20

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VB Vanguard Small-Cap Index ETF12.9K shares-11.31%2026-06-302026-07-20

KMB Kimberly Clark Corp33.7K shares-4.27%2026-06-302026-07-20

FRT Federal Realty Investment Trust REIT29.6K shares2.96%2026-06-302026-07-20

WEC WEC Energy Group Inc30.7K shares-0.01%2026-06-302026-07-20

BMY Bristol Myers Squibb Co61.0K shares-0.08%2026-06-302026-07-20

EVRG Evergy Inc40.6K shares0.27%2026-06-302026-07-20

Vanguard Total Stock Market ETF Vanguard Total Stock Market ETF9.1K shares0.09%2026-06-302026-07-20

PYPL Paypal Holdings Inc77.6K shares-49.08%2026-06-302026-07-20

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BKH Black Hills Corp44.2K shares-3.40%2026-06-302026-07-20

ITOT iShares Core S&P Total US Stock Market ETF19.6K shares0.49%2026-06-302026-07-20

NSC Norfolk Southern10.0K shares-2.46%2026-06-302026-07-20

VO Vanguard Mid-Cap Index ETF38.5K shares299.21%2026-06-302026-07-20

GE GE Aerospace7.9K shares0.29%2026-06-302026-07-20

OTIS Otis Worldwide Corp40.3K shares-1.15%2026-06-302026-07-20

LII Lennox International Inc.5.0K shares0.00%2026-06-302026-07-20

BDX Becton Dickinson and Co18.3K shares-1.89%2026-06-302026-07-20

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EEM iShares MSCI Emerging Mkts Index Fd39.7K shares5.35%2026-06-302026-07-20

IJK iShares S&P MidCap 400/Barra Growth Index Fund22.8K shares-0.00%2026-06-302026-07-20

NJR New Jersey Resources Corp47.3K shares55494.12%2026-06-302026-07-20

FLEX Flextronics International Ltd.16.3K shares-0.43%2026-06-302026-07-20

IWN iShares Russell 2000 Value Index Fund11.9K shares0.00%2026-06-302026-07-20

HII Huntington Ingalls Industries9.4K shares0.55%2026-06-302026-07-20

GEV GE Vernova Inc2.2K shares-3.41%2026-06-302026-07-20

TROW T. Rowe Price Group Inc22.2K shares-2.14%2026-06-302026-07-20

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CL Colgate Palmolive Co27.3K shares-0.53%2026-06-302026-07-20

3M Company 3M Company15.2K shares-1.72%2026-06-302026-07-20

CLX Clorox Co Common25.8K shares0.53%2026-06-302026-07-20

FTV Fortive Corp39.2K shares-4.29%2026-06-302026-07-20

UPS United Parcel Service - Cl B22.1K shares-0.95%2026-06-302026-07-20

VBR Vanguard Small-Cap Value Index ETF9.7K shares-0.99%2026-06-302026-07-20

PPG PPG Inds Inc19.3K shares-2.32%2026-06-302026-07-20

INTC Intel Corp16.4K shares1.45%2026-06-302026-07-20

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BA The Boeing Co10.1K shares-0.94%2026-06-302026-07-20

Mastercard Inc - Class A Mastercard Inc - Class A4.2K shares-1.03%2026-06-302026-07-20

CSX CSX Corp45.1K shares-0.01%2026-06-302026-07-20

AZO Autozone Inc669 shares-2.90%2026-06-302026-07-20

Fedex Freight Holding Co Inc Fedex Freight Holding Co Inc13.0K sharesnew addition2026-06-302026-07-20

TMO Thermo Fisher Scientific3.8K shares-0.95%2026-06-302026-07-20

QUAL IShares Edge MSCI USA Quality Factor ETF8.0K shares0.00%2026-06-302026-07-20

GIS General Mills, Inc.50.3K shares-12.39%2026-06-302026-07-20

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IJJ iShares S&P Midcap 400/Barra Value Index Fund11.6K shares-0.01%2026-06-302026-07-20

GLD Spdr Gold Trust4.6K shares-1.29%2026-06-302026-07-20

ETN Eaton Corp PLC3.8K shares0.40%2026-06-302026-07-20

GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF10.9K shares0.00%2026-06-302026-07-20

PM Philip Morris International Inc8.5K shares0.00%2026-06-302026-07-20

VUG Vanguard Growth ETF17.6K shares571.83%2026-06-302026-07-20

YUM Yum! Brands Inc9.4K shares0.00%2026-06-302026-07-20

CMI Cummins Inc.2.1K shares-4.55%2026-06-302026-07-20

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Zoetis Inc Zoetis Inc20.5K shares-12.46%2026-06-302026-07-20

Amcor PLC Amcor PLC33.8K shares2.62%2026-06-302026-07-20

WELL Welltower Inc6.4K shares1.00%2026-06-302026-07-20

Dominion Energy Inc Dominion Energy Inc19.5K shares34.23%2026-06-302026-07-20

SCHD Schwab US Dividend Equity ETF41.5K shares-0.37%2026-06-302026-07-20

PRF Invesco RAFI US 1000 ETF23.8K shares0.00%2026-06-302026-07-20

Southern Co Southern Co13.0K shares0.08%2026-06-302026-07-20

T AT&T Inc57.0K shares-6.56%2026-06-302026-07-20

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CARR Carrier Global Corp15.9K shares-0.74%2026-06-302026-07-20

IJT S&P Smallcap 600/Barra Growth Index Fund6.3K shares0.00%2026-06-302026-07-20

VT Vanguard Total World Stock Index Fund7.1K shares0.14%2026-06-302026-07-20

VOT Vanguard Mid-Cap Growth Index ETF3.6K shares0.22%2026-06-302026-07-20

IVE iShares S&P 500 Value Index Fund4.8K shares-32.87%2026-06-302026-07-20

XLK State Street Technology Select Sector SPDR ETF5.7K shares0.00%2026-06-302026-07-20

SOLS Solstice Advanced Materials Inc12.1K shares-0.23%2026-06-302026-07-20

IAU iShares Gold Trust ETF14.2K shares-0.01%2026-06-302026-07-20

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Applied Materials Common Applied Materials Common1.5K shares-0.80%2026-06-302026-07-20

TEX Terex Corporation14.3K shares-0.28%2026-06-302026-07-20

VOE Vanguard Mid-Cap Value Index ETF5.2K shares-7.58%2026-06-302026-07-20

GILD Gilead Sciences Inc8.0K shares-0.31%2026-06-302026-07-20

KVUE Kenvue Inc52.0K shares-1.89%2026-06-302026-07-20

GD General Dynamics Corp2.7K shares-1.08%2026-06-302026-07-20

EXPD Expeditors International of Washington, Inc.5.9K shares-0.10%2026-06-302026-07-20

RAL Ralliant Corp13.1K shares-3.67%2026-06-302026-07-20

Sponsored

IWD iShares Russell 1000 Value Fund4.0K shares-10.28%2026-06-302026-07-20

WMB The Williams Companies, Inc.12.6K shares-3.88%2026-06-302026-07-20

MO Altria Group Inc13.0K shares0.00%2026-06-302026-07-20

Seagate Technology Holdings PLC Seagate Technology Holdings PLC956 shares0.00%2026-06-302026-07-20

KHC Kraft Heinz Co38.7K shares-58.26%2026-06-302026-07-20

MU Micron Technology790 shares-0.13%2026-06-302026-07-20

VGT Vanguard Information Technology Index ETF7.4K shares681.57%2026-06-302026-07-20

BIIB Biogen Inc3.8K shares-2.82%2026-06-302026-07-20

Sponsored

DE Deere & Company1.3K shares-3.21%2026-06-302026-07-20

DGX Quest Diagnostics Inc3.8K shares0.83%2026-06-302026-07-20

IWF iShares Russell 1000 Growth Index Fund6.3K shares279.82%2026-06-302026-07-20

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF7.9K shares9.87%2026-06-302026-07-20

TMUS T-Mobile US, Inc.4.4K shares2.16%2026-06-302026-07-20

SCHG Schwab U.S. Large-Cap Growth ETF21.3K shares0.00%2026-06-302026-07-20

NTRS Northern Trust Corporation4.1K shares0.00%2026-06-302026-07-20

DOW Dow Inc25.6K shares-3.33%2026-06-302026-07-20

Sponsored

ZBH Zimmer Biomet Holdings Inc8.0K shares-0.02%2026-06-302026-07-20

VHT Vanguard Health Care ETF2.2K shares0.00%2026-06-302026-07-20

QQQ Invesco QQQ Trust880 shares-0.56%2026-06-302026-07-20

SHEL Shell PLC8.3K shares-5.70%2026-06-302026-07-20

SAFE Safehold Inc REIT40.2K shares-3.97%2026-06-302026-07-20

OMC Omnicom Group Inc8.2K shares-1.59%2026-06-302026-07-20

LMT Lockheed Martin Corporation1.2K shares0.00%2026-06-302026-07-20

Suncor Energy, Inc Suncor Energy, Inc10.9K shares0.00%2026-06-302026-07-20

Sponsored

UMBF UMB Finl4.1K shares0.10%2026-06-302026-07-20

WERN Werner Enterprises, Inc.13.1K shares-3.68%2026-06-302026-07-20

KNX Knight-Swift Transportation Holdings Inc7.1K shares0.00%2026-06-302026-07-20

TFC Truist Financial Corp11.1K shares-5.13%2026-06-302026-07-20

TD Toronto - Dominion Bank4.5K shares-0.68%2026-06-302026-07-20

FITB Fifth Third Bancorp9.7K shares0.00%2026-06-302026-07-20

GRMN Garmin Ltd2.3K shares0.00%2026-06-302026-07-20

BKNG Booking Holdings Inc2.9K shares2391.45%2026-06-302026-07-20

Sponsored

DVY iShares DJ Select Dividend Index ETF3.3K shares0.00%2026-06-302026-07-20

PAYX Paychex Inc5.1K shares-12.87%2026-06-302026-07-20

VKTX Viking Therapeutics Inc12.6K shares0.00%2026-06-302026-07-20

XLE State Street Energy Select Sector SPDR ETF8.9K shares-1.03%2026-06-302026-07-20

MTB M&T Bank Corporation1.9K shares0.00%2026-06-302026-07-20

STT State Street Corp2.7K shares-0.11%2026-06-302026-07-20

EFG iShares MSCI EAFE Growth Index ETF3.6K shares0.00%2026-06-302026-07-20

SAIC Science Applications Intl Corp4.0K shares-0.07%2026-06-302026-07-20

Sponsored

IJS iShares S&P SmallCap 600 Value ETF3.2K shares52.62%2026-06-302026-07-20

INGR Ingredion Inc4.6K shares-70.27%2026-06-302026-07-20

WAT Waters Corp1.1K shares-8.08%2026-06-302026-07-20

MDY State Street SPDR S&P MidCap 400 ETF Trust600 shares0.00%2026-06-302026-07-20

ET Energy Transfer L.P.21.5K shares-2.27%2026-06-302026-07-20

RF Regions Financial Corp13.6K shares-0.73%2026-06-302026-07-20

MPLX MPLX LP7.3K shares0.00%2026-06-302026-07-20

VTV Vanguard Value ETF1.9K shares-47.62%2026-06-302026-07-20

Sponsored

SCHX Schwab U.S. Large-Cap ETF13.2K shares0.00%2026-06-302026-07-20

XLF State Street Financial Select Sector SPDR ETF7.1K shares0.00%2026-06-302026-07-20

PIPR Piper Sandler Companies5.2K shares0.00%2026-06-302026-07-20

JBHT Hunt (JB) Transport Services Inc1.3K shares0.00%2026-06-302026-07-20

CGXU Capital Group International Focus Equity ETF10.9K shares9.10%2026-06-302026-07-20

VLTO Veralto Corp4.2K shares0.00%2026-06-302026-07-20

Travelers Companies, Inc Travelers Companies, Inc1.1K shares-0.45%2026-06-302026-07-20

MFC Manulife Financial Corp8.9K shares-0.03%2026-06-302026-07-20

Sponsored

SYF Synchrony Financial4.7K shares-0.06%2026-06-302026-07-20

FNDF Schwab Fundamental Intl Equity ETF6.5K shares0.00%2026-06-302026-07-20

ONEV SPDR Russell 1000 Low Volatility Focus ETF2.3K shares0.43%2026-06-302026-07-20

BN Brookfield Corp7.8K shares0.38%2026-06-302026-07-20

XEL Xcel Energy4.1K shares-0.97%2026-06-302026-07-20

KMI Kinder Morgan Inc.10.1K shares0.00%2026-06-302026-07-20

EPD Enterprise Products Partners L.P.8.6K shares7.47%2026-06-302026-07-20

CASY Casey's General Stores, Inc.393 shares-1.75%2026-06-302026-07-20

Sponsored

Palantir Technologies Inc. Palantir Technologies Inc.2.7K shares0.75%2026-06-302026-07-20

BK Bank of New York Mellon Corporation2.1K shares10.41%2026-06-302026-07-20

TSCO Tractor Supply Co9.7K shares0.00%2026-06-302026-07-20

PFG Principal Financial Group, Inc.2.8K shares-0.11%2026-06-302026-07-20

VYM Vanguard High Dividend Yield ETF1.8K shares0.00%2026-06-302026-07-20

TTE TotalEnergies SE3.7K shares-45.10%2026-06-302026-07-20

CRH CRH PLC2.7K shares0.68%2026-06-302026-07-20

GM General Motors Co3.7K shares0.00%2026-06-302026-07-20

Sponsored

AXP American Express Co838 shares-0.24%2026-06-302026-07-20

AMT American Tower Corp1.7K shares-1.87%2026-06-302026-07-20

Corteva, Inc. Corteva, Inc.3.3K shares0.64%2026-06-302026-07-20

PII Polaris Inc4.0K shares-8.54%2026-06-302026-07-20

OKE Oneok Inc3.1K shares-7.40%2026-06-302026-07-20

VBK Vanguard Small-Cap Growth ETF731 shares-5.43%2026-06-302026-07-20

Freeport-McMoran Inc Freeport-McMoran Inc4.2K shares0.00%2026-06-302026-07-20

MS Morgan Stanley1.3K shares7.38%2026-06-302026-07-20

Sponsored

CME CME Group, Inc1.2K shares0.00%2026-06-302026-07-20

MNST Monster Beverage Corp2.6K shares6.94%2026-06-302026-07-20

MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF6.0K shares0.00%2026-06-302026-07-20

TEL TE Connectivity PLC1.2K shares-0.16%2026-06-302026-07-20

HTLD Heartland Express Inc16.2K shares0.00%2026-06-302026-07-20

MKL Markel Group Inc125 shares0.00%2026-06-302026-07-20

UL Unilever PLC ADR4.0K shares-5.30%2026-06-302026-07-20

BX Blackstone Inc2.1K shares-11.96%2026-06-302026-07-20

Sponsored

EXR Extra Space Storage Inc1.6K shares0.00%2026-06-302026-07-20

SFNC Simmons First National Corp10.5K shares-4.11%2026-06-302026-07-20

CTAS Cintas Corp1.4K shares4.35%2026-06-302026-07-20

PLD Prologis Inc1.7K shares-0.17%2026-06-302026-07-20

AVEM Avantis Emerging Markets Equity ETF2.4K shares0.00%2026-06-302026-07-20

VPU Vanguard Utilities ETF1.2K shares0.00%2026-06-302026-07-20

ED Consolidated Edison2.0K shares-0.15%2026-06-302026-07-20

MMC Marsh1.3K shares-0.30%2026-06-302026-07-20

Sponsored

XYL Xylem Inc1.9K shares-2.34%2026-06-302026-07-20

LNT Alliant Energy Corporation2.9K shares-0.07%2026-06-302026-07-20

VRT Vertiv Holdings Co645 shares2.38%2026-06-302026-07-20

IEMG iShares Core MSCI Emerging Markets ETF2.6K shares5.73%2026-06-302026-07-20

SNDK Sandisk Corp94 shares-1.05%2026-06-302026-07-20

TRGP Targa Resources Corp785 shares0.00%2026-06-302026-07-20

MRTN Marten Transport Ltd12.0K shares0.00%2026-06-302026-07-20

GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund ETF1.0K shares0.00%2026-06-302026-07-20

Sponsored

ORLY O'Reilly Automotive, Inc. New2.1K shares3.49%2026-06-302026-07-20

GLW Corning Inc757 shares-15.42%2026-06-302026-07-20

DRI Darden Restaurants Inc923 shares-0.11%2026-06-302026-07-20

CEG Constellation Energy Corp763 shares6.12%2026-06-302026-07-20

SWX Southwest Gas Holdings Inc2.1K shares0.09%2026-06-302026-07-20

ILCB iShares Morningstar Large Cap ETF1.8K shares-2.91%2026-06-302026-07-20

GEHC GE HealthCare Technologies Inc2.8K shares0.00%2026-06-302026-07-20

PRU Prudential Financial, Inc.1.7K shares0.00%2026-06-302026-07-20

Sponsored

DVN Devon Energy Corp4.4K shares58.18%2026-06-302026-07-20

SNDR Schneider Natl Inc-Cl B4.8K shares-9.54%2026-06-302026-07-20

SOLV Solventum Corp2.3K shares0.00%2026-06-302026-07-20

EWJ iShares MSCI Japan ETF1.9K shares0.43%2026-06-302026-07-20

MGV Vanguard Mega Cap 300 Value Index ETF1.1K shares0.00%2026-06-302026-07-20

EFV iShares MSCI EAFE Value ETF2.2K shares1.49%2026-06-302026-07-20

NXT NEXTPower Inc1.4K shares0.00%2026-06-302026-07-20

ISRG Intuitive Surgical, Inc.404 shares36.95%2026-06-302026-07-20

Sponsored

QQQM Invesco Nasdaq 100 ETF527 sharesnew addition2026-06-302026-07-20

IDEV iShares Core MSCI International Developed Markets ETF1.8K shares-5.10%2026-06-302026-07-20

BMN BlackRock 2037 Municipal Target Term Trust ETF6.1K shares0.00%2026-06-302026-07-20

SCHA Schwab U.S. Small-Cap ETF4.3K shares0.00%2026-06-302026-07-20

SNA Snap-On Inc384 shares0.00%2026-06-302026-07-20

HPE Hewlett Packard Enterprise Co3.3K shares0.00%2026-06-302026-07-20

CAG ConAgra Brands Inc10.9K shares-0.09%2026-06-302026-07-20

MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund2.8K shares0.00%2026-06-302026-07-20

Sponsored

RSG Republic Services, Inc.671 shares0.90%2026-06-302026-07-20

KRE SPDR S&P Regional Banking ETF1.9K shares0.00%2026-06-302026-07-20

ADI Analog Devices, Inc.348 shares-10.54%2026-06-302026-07-20

Crowdstrike Holdings Inc Crowdstrike Holdings Inc179 shares1.13%2026-06-302026-07-20

XLI State Street Industrial Select Sector SPDR ETF711 shares-11.46%2026-06-302026-07-20

MRVL Marvell Technology Inc441 sharesnew addition2026-06-302026-07-20

ETX Eaton Vance Municipal Income 2028 Term Trust ETF7.0K shares0.00%2026-06-302026-07-20

FTNT Fortinet Inc.852 shares18.33%2026-06-302026-07-20

Sponsored

OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF2.7K shares-3.54%2026-06-302026-07-20

CMG Chipotle Mexican Grill3.8K shares10.70%2026-06-302026-07-20

AWR American States Water Company1.5K shares0.00%2026-06-302026-07-20

ANET Arista Networks Inc747 shares7.02%2026-06-302026-07-20

URI United Rentals, Inc.112 shares-0.88%2026-06-302026-07-20

VSNT Versant Media Group Inc3.5K shares-38.19%2026-06-302026-07-20

PNC PNC Finl Svcs Group Inc507 shares0.00%2026-06-302026-07-20

ESGU iShares ESG Aware MSCI USA ETF760 shares-6.06%2026-06-302026-07-20

Sponsored

PH Parker-Hannifin Corporation127 shares18.69%2026-06-302026-07-20

SPG Simon Property Group, Inc.546 shares0.00%2026-06-302026-07-20

Accenture PLC Accenture PLC946 shares-0.63%2026-06-302026-07-20

SCHW The Charles Schwab Corporation1.3K shares0.00%2026-06-302026-07-20

SDY State Street SPDR S&P Dividend ETF743 shares0.00%2026-06-302026-07-20

BAM Brookfield Asset Management Ltd2.5K shares0.00%2026-06-302026-07-20

IYM iShares Dow Jones U.S. Basic Materials Sector Index Fund623 shares236.76%2026-06-302026-07-20

EOG EOG Resources, Inc.861 shares-0.69%2026-06-302026-07-20

Sponsored

XLV State Street Health Care Select Sector SPDR ETF701 shares-9.78%2026-06-302026-07-20

FMHI First Trust Municipal High Income ETF2.3K shares4.14%2026-06-302026-07-20

PAVE Global X US Infrastructure Development ETF1.9K shares0.00%2026-06-302026-07-20

SPEM State Street SPDR Portfolio Emerging Markets ETF2.1K shares-24.49%2026-06-302026-07-20

EXC Exelon Corp2.3K shares0.66%2026-06-302026-07-20

DFAC Dimensional US Core Equity 2 ETF2.4K shares-9.50%2026-06-302026-07-20

JXN Jackson Financial Inc1.0K shares0.00%2026-06-302026-07-20

VLO Valero Energy Corporation408 shares-13.19%2026-06-302026-07-20

Sponsored

XLY State Street Consumer Discretionary Select Sector SPDR ETF898 shares-10.02%2026-06-302026-07-20

MPC Marathon Petroleum Corp405 shares-0.74%2026-06-302026-07-20

SUB iShares Short-Term National US Municipals945 shares0.00%2026-06-302026-07-20

HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF3.9K shares0.00%2026-06-302026-07-20

Quanta Services Inc Quanta Services Inc137 shares0.00%2026-06-302026-07-20

TT Trane Technologies Plc200 shares6.95%2026-06-302026-07-20

YUMC Yum China Holdings Inc2.4K shares0.00%2026-06-302026-07-20

MUR Murphy Oil Corp3.0K shares0.00%2026-06-302026-07-20

Sponsored

JEPI JPMorgan Equity Premium Income ETF1.7K shares0.00%2026-06-302026-07-20

MCK McKesson Corp127 shares0.00%2026-06-302026-07-20

MSI Motorola Solutions, Inc.229 shares-0.43%2026-06-302026-07-20

FAST Fastenal Co2.0K shares0.00%2026-06-302026-07-20

Chubb Ltd Chubb Ltd277 shares6.95%2026-06-302026-07-20

ServiceNow, Inc. ServiceNow, Inc.947 shares-1.35%2026-06-302026-07-20

AstraZeneca PLC AstraZeneca PLC500 shares-9.58%2026-06-302026-07-20

PGR The Progressive Corporation421 shares-0.47%2026-06-302026-07-20

Sponsored

AppLovin Corp AppLovin Corp178 shares-0.56%2026-06-302026-07-20

Q Qnity Electronics Inc560 shares2.56%2026-06-302026-07-20

IYZ iShares US Telecommunications2.1K sharesnew addition2026-06-302026-07-20

VRTX Vertex Pharmaceuticals Inc170 shares0.00%2026-06-302026-07-20

AX Axos Financial Inc841 shares0.00%2026-06-302026-07-20

BNDX Vanguard Total International Bond ETF1.7K shares0.00%2026-06-302026-07-20

State Street SPDR Portfolio S&P 500 ETF State Street SPDR Portfolio S&P 500 ETF916 sharesnew addition2026-06-302026-07-20

VFH Vanguard Financials ETF607 shares-14.63%2026-06-302026-07-20

Sponsored

NEM Newmont Corp840 shares0.00%2026-06-302026-07-20

CDNS Cadence Design Systems, Inc.209 shares16.76%2026-06-302026-07-20

HWM Howmet Aerospace Inc-WI287 shares2.14%2026-06-302026-07-20

KBWB Invesco KBW Bank ETF819 shares0.00%2026-06-302026-07-20

MAR Marriott Intl Inc New Cl A204 shares-0.49%2026-06-302026-07-20

IYJ iShares Dow Jones U.S. Industrial Sector Index Fund451 sharesnew addition2026-06-302026-07-20

EQIX Equinix Inc71 shares0.00%2026-06-302026-07-20

IGE iShares North American Natural Resources ETF1.3K shares0.00%2026-06-302026-07-20

Sponsored

CPRT Copart Inc2.6K shares-1.29%2026-06-302026-07-20

STRL Sterling Infrastructure Inc87 shares222.22%2026-06-302026-07-20

CHD Church & Dwight Co.750 shares-11.76%2026-06-302026-07-20

QLD Proshares Ultra QQQ ETF738 shares0.00%2026-06-302026-07-20

EAT Brinker Intermational, Inc.425 shares0.00%2026-06-302026-07-20

Adobe Inc Adobe Inc344 shares-13.57%2026-06-302026-07-20

XPO XPO Inc343 shares0.59%2026-06-302026-07-20

PAA Plains All American Pipeline LP3.1K shares0.00%2026-06-302026-07-20

Sponsored

VFC VF Corp4.2K shares-27.61%2026-06-302026-07-20

Banco Santander Sa ADR Banco Santander Sa ADR5.0K shares0.00%2026-06-302026-07-20

TC Energy Corp TC Energy Corp1.0K shares0.00%2026-06-302026-07-20

WES Western Midstream Partners LP1.6K shares0.00%2026-06-302026-07-20

IYE iShares Dow Jones U.S. Energy Sector Index Fd1.2K sharesnew addition2026-06-302026-07-20

LNG Cheniere Energy Inc285 shares0.00%2026-06-302026-07-20

CNI Canadian National Railway Company564 shares0.00%2026-06-302026-07-20

DAKT Daktronics, Inc.3.4K shares0.00%2026-06-302026-07-20

Sponsored

CTSH Cognizant Technology Solutions Corp1.7K shares0.00%2026-06-302026-07-20

EUFN iShares MSCI Europe Financials ETF1.7K shares0.00%2026-06-302026-07-20

SBAC SBA Communications Corp377 shares0.00%2026-06-302026-07-20

SLV iShares Silver Trust1.2K shares0.00%2026-06-302026-07-20

SWK Stanley Black & Decker Inc700 shares-60.78%2026-06-302026-07-20

BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF1.9K shares0.00%2026-06-302026-07-20

MUB iShares National Muni Bond Cl E607 shares-59.23%2026-06-302026-07-20

SHW Sherwin-Williams Co186 shares-2.11%2026-06-302026-07-20

Sponsored

Ally Financial Inc Ally Financial Inc1.4K shares0.00%2026-06-302026-07-20

STLD Steel Dynamics, Inc.260 shares-1.52%2026-06-302026-07-20

KEYS Keysight Technologies Inc169 shares0.00%2026-06-302026-07-20

MCO Moody's Corporation130 shares-7.80%2026-06-302026-07-20

NOC Northrop Grumman Corp114 shares1.79%2026-06-302026-07-20

BAX Baxter International Inc2.7K shares5.32%2026-06-302026-07-20

ICE Intercontinental Exchange, Inc466 shares1.97%2026-06-302026-07-20

HLT Hilton Worldwide Holdings Inc173 shares1.76%2026-06-302026-07-20

Sponsored

VPL Vanguard FTSE Pacific ETF486 shares0.00%2026-06-302026-07-20

SNPS Synopsys Inc125 shares0.00%2026-06-302026-07-20

LW Lamb Weston Holdings Inc1.3K shares3.25%2026-06-302026-07-20

BUFR First Trust Vest Fund of Buffer ETFs Canada1.5K shares0.00%2026-06-302026-07-20

DEO Diageo Plc ADR670 shares-63.78%2026-06-302026-07-20

SPYG State Street SPDR Portfolio S&P 500 Growth ETF449 shares0.00%2026-06-302026-07-20

TER Teradyne Inc108 shares-1.82%2026-06-302026-07-20

BSX Boston Scientific Corporation1.2K shares10.61%2026-06-302026-07-20

Sponsored

TPVG Triplepoint Venture Growth BDC Corp10.3K shares0.00%2026-06-302026-07-20

FVD First Trust Value Line Dividend Index Fund1.0K shares0.00%2026-06-302026-07-20

INTU Intuit Corp Common192 shares-18.30%2026-06-302026-07-20

XLC State Street Communication Services Select Sector SPDR ETF464 shares-6.26%2026-06-302026-07-20

AON Aon PLC148 shares-22.92%2026-06-302026-07-20

CIEN Ciena Corp100 shares-26.47%2026-06-302026-07-20

IGV iShares North American Tech-Software Fund540 shares0.00%2026-06-302026-07-20

NXP Semiconductors NV NXP Semiconductors NV173 shares-1.14%2026-06-302026-07-20

Sponsored

abrdn Physical Gold Shares ETF abrdn Physical Gold Shares ETF1.3K shares0.00%2026-06-302026-07-20

TDG Transdigm Group Inc36 shares0.00%2026-06-302026-07-20

GSK PLC ADR GSK PLC ADR910 shares0.00%2026-06-302026-07-20

HOOD Robinhood Markets Inc475 shares0.00%2026-06-302026-07-20

F Ford Mtr Co3.4K shares-0.87%2026-06-302026-07-20

Datadog Inc Datadog Inc180 shares0.00%2026-06-302026-07-20

Alibaba Group Holding Ltd Alibaba Group Holding Ltd487 shares-2.01%2026-06-302026-07-20

Microchip Technology Inc Microchip Technology Inc509 shares-14.02%2026-06-302026-07-20

Sponsored

Royal Caribbean Cruises Ltd Group Royal Caribbean Cruises Ltd Group145 shares0.00%2026-06-302026-07-20

PFF IShares Preferred & Income Securities ETF1.5K shares0.00%2026-06-302026-07-20

FIX Comfort Systems USA Inc23 shares0.00%2026-06-302026-07-20

SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF500 shares0.00%2026-06-302026-07-20

ALL Allstate Corp188 shares-0.53%2026-06-302026-07-20

COHR Coherent Corp113 shares-8.13%2026-06-302026-07-20

CCL Carnival Corp Ltd1.5K sharesnew addition2026-06-302026-07-20

IWB iShares Russell 1000 Index Fund106 shares0.00%2026-06-302026-07-20

Sponsored

FTGC First Trust Global Tactical Commodity Strategy Fund ETF1.6K shares-25.37%2026-06-302026-07-20

WU Western Union5.5K shares0.00%2026-06-302026-07-20

IBKR Interactive Brokers Group Inc489 shares71.58%2026-06-302026-07-20

SRE Sempra453 shares-0.44%2026-06-302026-07-20

PCAR PACCAR Inc348 shares-25.48%2026-06-302026-07-20

BHP BHP Group Ltd ADR500 shares0.00%2026-06-302026-07-20

VOOG Vanguard S&P Growth ETF504 shares500.00%2026-06-302026-07-20

DASH DoorDash Inc225 shares0.00%2026-06-302026-07-20

Sponsored

QYLD Global X Nasdaq 100 Covered Call ETF2.3K shares0.00%2026-06-302026-07-20

KKR KKR & Co Inc445 shares0.00%2026-06-302026-07-20

MPWR Monolithic Power Systems Inc29 shares0.00%2026-06-302026-07-20

ABNB Airbnb Inc280 shares0.00%2026-06-302026-07-20

LHX L3 Harris Technologies Inc137 shares0.00%2026-06-302026-07-20

FDS FactSet Research Systems Inc172 shares0.00%2026-06-302026-07-20

DuPont de Nemours Inc DuPont de Nemours Inc292 sharesnew addition2026-06-302026-07-20

IR Ingersoll-Rand Inc478 shares0.00%2026-06-302026-07-20

Sponsored

RWR State Street SPDR Dow Jones REIT ETF345 shares0.00%2026-06-302026-07-20

EQT EQT Corp732 shares47.58%2026-06-302026-07-20

CE Celanese Corp- Series A843 shares-2.32%2026-06-302026-07-20

Lumentum Holdings Inc Lumentum Holdings Inc45 shares-10.00%2026-06-302026-07-20

VONG Vanguard Russell 1000 Growth Index Fund ETF Shares300 shares22.95%2026-06-302026-07-20

BKR Baker Hughes Company688 shares1.62%2026-06-302026-07-20

NFG National Fuel Gas Company490 shares-0.41%2026-06-302026-07-20

IEF iShares 7-10 Year Treasury Bond ETF400 shares0.00%2026-06-302026-07-20

Sponsored

VST Vistra Corp238 shares0.00%2026-06-302026-07-20

Ares Capital Corp Ares Capital Corp2.0K shares0.00%2026-06-302026-07-20

VIK Viking Holdings Ltd350 shares0.00%2026-06-302026-07-20

VEU Vanguard FTSE All-World Ex-US Index Fund435 shares0.00%2026-06-302026-07-20

iShares S&P 500 Index Fund

0.72%

Shares390.6K

Event2026-06-30

Filed2026-07-20

VEA

Vanguard FTSE Developed Markets ETF

2.91%

Shares3.8M

Event2026-06-30

Filed2026-07-20

IJR

iShares S&P Small Cap 600 Index ETF

-7.99%

Shares1.1M

Event2026-06-30

Filed2026-07-20

NNI

Nelnet, Inc.

-0.42%

Shares1.2M

Event2026-06-30

Filed2026-07-20

IJH

iShares S&P Midcap 400

2.85%

Shares1.9M

Event2026-06-30

Filed2026-07-20

AAPL

Apple Inc

1.59%

Shares447.3K

Event2026-06-30

Filed2026-07-20

AMD

Advanced Micro Devices Inc

-0.40%

Shares193.5K

Event2026-06-30

Filed2026-07-20

MSFT

Microsoft Corp

3.46%

Shares282.6K

Event2026-06-30

Filed2026-07-20

VWO

Vanguard FTSE Emerging Markets ETF

-7.02%

Shares1.3M

Event2026-06-30

Filed2026-07-20

Broadcom Inc

-3.62%

Shares205.3K

Event2026-06-30

Filed2026-07-20

GOOGL

Alphabet Inc Class A

1.16%

Shares183.7K

Event2026-06-30

Filed2026-07-20

APH

Amphenol Corp Cl A

1.16%

Shares369.2K

Event2026-06-30

Filed2026-07-20

WCC

Wesco International Inc

-0.88%

Shares174.1K

Event2026-06-30

Filed2026-07-20

BND

Vanguard Total Bond Market ETF

0.59%

Shares813.3K

Event2026-06-30

Filed2026-07-20

BRK.B

Berkshire Hathaway Inc Del Cl B New

2.34%

Shares114.2K

Event2026-06-30

Filed2026-07-20

GOOG

Alphabet Inc Class C

3.29%

Shares152.9K

Event2026-06-30

Filed2026-07-20

LLY

Eli Lilly & Co

-1.36%

Shares44.4K

Event2026-06-30

Filed2026-07-20

JPMorgan Chase & Co.

1.03%

Shares154.0K

Event2026-06-30

Filed2026-07-20

SLQD

iShares 0-5 Yr Inv Grd Corp Bond ETF

1.17%

Shares982.4K

Event2026-06-30

Filed2026-07-20

WMT

Walmart, Inc

-3.20%

Shares405.1K

Event2026-06-30

Filed2026-07-20

TSM

Taiwan Semiconductor Manufacturing Company Ltd.

2.22%

Shares95.5K

Event2026-06-30

Filed2026-07-20

DELL

Dell Technologies Inc Cl C

-1.52%

Shares98.4K

Event2026-06-30

Filed2026-07-20

AMZN

Amazon.com, Inc.

5.42%

Shares171.4K

Event2026-06-30

Filed2026-07-20

JNJ

Johnson & Johnson

1.39%

Shares159.4K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA Corporation

7.45%

Shares199.2K

Event2026-06-30

Filed2026-07-20

Exxon Mobil Corp

1.12%

Shares270.3K

Event2026-06-30

Filed2026-07-20

Cisco Systems Inc

-1.14%

Shares301.7K

Event2026-06-30

Filed2026-07-20

PANW

Palo Alto Networks, Inc.

6.50%

Shares101.5K

Event2026-06-30

Filed2026-07-20

Goldman Sachs Group Inc.

0.53%

Shares32.6K

Event2026-06-30

Filed2026-07-20

TXN

Texas Instruments Inc

1.36%

Shares104.9K

Event2026-06-30

Filed2026-07-20

Oracle Corp

1.12%

Shares211.7K

Event2026-06-30

Filed2026-07-20

LOW

Lowe's Companies, Inc

2.65%

Shares129.9K

Event2026-06-30

Filed2026-07-20

BRK.A

Berkshire Hathaway Inc Del Cl A

-2.63%

Shares37

Event2026-06-30

Filed2026-07-20

CVS

CVS Health Corporation

0.75%

Shares262.6K

Event2026-06-30

Filed2026-07-20

CAT

Caterpillar Inc

-2.51%

Shares25.1K

Event2026-06-30

Filed2026-07-20

EMR

Emerson Electric Co

1.00%

Shares185.4K

Event2026-06-30

Filed2026-07-20

UnitedHealth Group Inc

0.72%

Shares63.0K

Event2026-06-30

Filed2026-07-20

ASML

ASML Holding

2.22%

Shares12.6K

Event2026-06-30

Filed2026-07-20

VOO

Vanguard S&P 500 ETF

0.84%

Shares36.6K

Event2026-06-30

Filed2026-07-20

BAC

Bank of America Corp

1.73%

Shares414.4K

Event2026-06-30

Filed2026-07-20

PEP

PepsiCo Inc

1.64%

Shares172.2K

Event2026-06-30

Filed2026-07-20

Visa Inc.

-0.28%

Shares67.9K

Event2026-06-30

Filed2026-07-20

UNP

Union Pacific Corp

-0.09%

Shares82.2K

Event2026-06-30

Filed2026-07-20

RTX Corp

-0.10%

Shares114.8K

Event2026-06-30

Filed2026-07-20

IWM

iShares Russell 2000 Index Fund

0.17%

Shares72.3K

Event2026-06-30

Filed2026-07-20

Abbvie Inc

4.26%

Shares85.7K

Event2026-06-30

Filed2026-07-20

APD

Air Products & Chemicals Inc

0.70%

Shares70.7K

Event2026-06-30

Filed2026-07-20

Procter & Gamble Co

0.81%

Shares136.4K

Event2026-06-30

Filed2026-07-20

VCSH

Vanguard S/T Corp Bond ETF

-7.57%

Shares251.6K

Event2026-06-30

Filed2026-07-20

MCD

McDonald's Corp

1.72%

Shares68.4K

Event2026-06-30

Filed2026-07-20

DOV

Dover Corp

-0.82%

Shares81.5K

Event2026-06-30

Filed2026-07-20

CVX

Chevron Corp

0.41%

Shares110.2K

Event2026-06-30

Filed2026-07-20

COF

Capital One Financial Corp

2.57%

Shares88.4K

Event2026-06-30

Filed2026-07-20

VTIP

Vanguard Short-Term Inflation -Protected Securities ETF

-3.74%

Shares335.7K

Event2026-06-30

Filed2026-07-20

MET

Metlife Inc

0.25%

Shares198.0K

Event2026-06-30

Filed2026-07-20

USB

US Bancorp

-1.36%

Shares275.5K

Event2026-06-30

Filed2026-07-20

ABT

Abbott Laboratories

2.91%

Shares182.7K

Event2026-06-30

Filed2026-07-20

Costco Wholesale Corp

0.35%

Shares17.5K

Event2026-06-30

Filed2026-07-20

LIN

New Linde PLC

-0.92%

Shares31.2K

Event2026-06-30

Filed2026-07-20

ROST

Ross Stores Inc

-2.57%

Shares75.9K

Event2026-06-30

Filed2026-07-20

NUE

Nucor Corp

-2.77%

Shares72.0K

Event2026-06-30

Filed2026-07-20

ENB

Enbridge Inc

2.04%

Shares292.9K

Event2026-06-30

Filed2026-07-20

CRM

Salesforce Inc

24.09%

Shares100.6K

Event2026-06-30

Filed2026-07-20

IVW

iShares S&P 500 Growth Index Fund

-3.25%

Shares111.5K

Event2026-06-30

Filed2026-07-20

Waste Management Inc

-0.20%

Shares68.3K

Event2026-06-30

Filed2026-07-20

MRK

Merck & Co., Inc

-0.32%

Shares117.8K

Event2026-06-30

Filed2026-07-20

SBUX

Starbucks Corp

1.48%

Shares144.6K

Event2026-06-30

Filed2026-07-20

GNMA

iShares GNMA Bond ETF

3.01%

Shares330.2K

Event2026-06-30

Filed2026-07-20

SYY

Sysco Corp

-0.96%

Shares174.0K

Event2026-06-30

Filed2026-07-20

ICLR

ICON PLC

-0.11%

Shares82.9K

Event2026-06-30

Filed2026-07-20

DIS

Walt Disney Company

1.40%

Shares148.4K

Event2026-06-30

Filed2026-07-20

AFL

Aflac Inc common

-0.51%

Shares121.8K

Event2026-06-30

Filed2026-07-20

MBB

iShares Barclays MBS Bond Fund ETF

2.71%

Shares149.7K

Event2026-06-30

Filed2026-07-20

BLK

Blackrock Inc

0.99%

Shares14.3K

Event2026-06-30

Filed2026-07-20

IWP

iShares Russell Mid-Cap Growth ETF

-0.24%

Shares93.3K

Event2026-06-30

Filed2026-07-20

Ameriprise Financial Inc

-3.42%

Shares29.7K

Event2026-06-30

Filed2026-07-20

HYG

iShares iBoxx H/Y Corp Bond Fund ETF

-2.22%

Shares169.5K

Event2026-06-30

Filed2026-07-20

BSV

Vanguard Short-Term Bond ETF

0.27%

Shares168.5K

Event2026-06-30

Filed2026-07-20

TJX

TJX Companies Inc

0.03%

Shares82.8K

Event2026-06-30

Filed2026-07-20

SYK

Stryker Corp

-2.27%

Shares39.4K

Event2026-06-30

Filed2026-07-20

Meta Platforms Inc

10.41%

Shares21.8K

Event2026-06-30

Filed2026-07-20

QCOM

Qualcomm Inc

-0.68%

Shares66.0K

Event2026-06-30

Filed2026-07-20

WFC

Wells Fargo

-2.45%

Shares146.5K

Event2026-06-30

Filed2026-07-20

Edwards Lifesciences Corp

4.55%

Shares133.7K

Event2026-06-30

Filed2026-07-20

Verizon Communications

2.44%

Shares284.4K

Event2026-06-30

Filed2026-07-20

ITT

ITT Inc.

2.65%

Shares60.8K

Event2026-06-30

Filed2026-07-20

ROP

Roper Technologies Inc

-1.78%

Shares35.4K

Event2026-06-30

Filed2026-07-20

GWW

W W Grainger Inc

-0.12%

Shares8.3K

Event2026-06-30

Filed2026-07-20

OXY

Occidental Petroleum Corp

-1.88%

Shares227.2K

Event2026-06-30

Filed2026-07-20

Home Depot Inc

-1.11%

Shares29.9K

Event2026-06-30

Filed2026-07-20

Medtronic PLC

-1.36%

Shares133.1K

Event2026-06-30

Filed2026-07-20

COP

ConocoPhillips

0.02%

Shares99.5K

Event2026-06-30

Filed2026-07-20

ADP

Automatic Data Processing

-0.51%

Shares45.9K

Event2026-06-30

Filed2026-07-20

NextEra Energy Inc.

1.20%

Shares117.0K

Event2026-06-30

Filed2026-07-20

MDLZ

Mondelez International Inc - A

-0.05%

Shares176.0K

Event2026-06-30

Filed2026-07-20

ITW

Illinois Tool Works Inc

-0.88%

Shares36.4K

Event2026-06-30

Filed2026-07-20

State Street SPDR S&P 500 ETF Trust

1.25%

Shares12.7K

Event2026-06-30

Filed2026-07-20

Coca-Cola Co

1.74%

Shares115.7K

Event2026-06-30

Filed2026-07-20

Johnson Controls International

3.97%

Shares64.2K

Event2026-06-30

Filed2026-07-20

AMGN

Amgen Inc

-0.68%

Shares25.6K

Event2026-06-30

Filed2026-07-20

DLR

Digital Realty Trust Inc.

2.78%

Shares50.8K

Event2026-06-30

Filed2026-07-20

Citigroup Inc

-0.88%

Shares64.2K

Event2026-06-30

Filed2026-07-20

AEP

American Elec Pwr Inc

0.00%

Shares65.5K

Event2026-06-30

Filed2026-07-20

ATR

AptarGroup Inc

4.48%

Shares70.0K

Event2026-06-30

Filed2026-07-20

NKE

Nike Inc Cl B

0.60%

Shares208.3K

Event2026-06-30

Filed2026-07-20

iShares Barclays Aggregate Bond Fund

1.69%

Shares84.0K

Event2026-06-30

Filed2026-07-20

UBER

Uber Technologies Inc

7.94%

Shares112.3K

Event2026-06-30

Filed2026-07-20

FDX

FedEx Corp

-1.68%

Shares25.7K

Event2026-06-30

Filed2026-07-20

LRCX

Lam Research Corp

0.49%

Shares18.6K

Event2026-06-30

Filed2026-07-20

CPAY

Corpay Inc

43168.63%

Shares22.1K

Event2026-06-30

Filed2026-07-20

Realty Income Corp

3.91%

Shares117.5K

Event2026-06-30

Filed2026-07-20

IBM

International Business Machines Corp

0.00%

Shares25.8K

Event2026-06-30

Filed2026-07-20

NRC

NRC Health

330549.00%

Shares330.6K

Event2026-06-30

Filed2026-07-20

IWS

iShares Russell Midcap Value Index Fund

0.27%

Shares43.3K

Event2026-06-30

Filed2026-07-20

ROK

Rockwell Automation Inc.

-0.16%

Shares14.2K

Event2026-06-30

Filed2026-07-20

DUK

Duke Energy Corporation

-0.04%

Shares55.5K

Event2026-06-30

Filed2026-07-20

AME

AMETEK Inc

-0.29%

Shares28.2K

Event2026-06-30

Filed2026-07-20

IWO

iShares Russell 2000 Growth Index Fd

-0.40%

Shares17.2K

Event2026-06-30

Filed2026-07-20

DHR

Danaher Corp

-0.08%

Shares35.5K

Event2026-06-30

Filed2026-07-20

VGK

Vanguard MSCI European ETF

0.00%

Shares74.7K

Event2026-06-30

Filed2026-07-20

SLB

SLB Ltd

-1.11%

Shares133.1K

Event2026-06-30

Filed2026-07-20

ECL

Ecolab Inc

1.51%

Shares22.0K

Event2026-06-30

Filed2026-07-20

ATI Inc

-10.71%

Shares31.0K

Event2026-06-30

Filed2026-07-20

PSX

Phillips 66

-0.05%

Shares35.6K

Event2026-06-30

Filed2026-07-20

TGT

Target Corp

-1.71%

Shares45.7K

Event2026-06-30

Filed2026-07-20

BAH

Booz Allen Hamilton Holding Corp

-2.78%

Shares96.4K

Event2026-06-30

Filed2026-07-20

FTS

Fortis Inc

5.10%

Shares100.8K

Event2026-06-30

Filed2026-07-20

NVS

Novartis AG - ADR

-0.44%

Shares36.5K

Event2026-06-30

Filed2026-07-20

Honeywell International Inc

New

Shares24.7K

Event2026-06-30

Filed2026-07-20

Honeywell Aerospace Inc

New

Shares24.7K

Event2026-06-30

Filed2026-07-20

S&P Global Inc.

16.45%

Shares12.7K

Event2026-06-30

Filed2026-07-20

TSLA

Tesla Inc

0.58%

Shares12.3K

Event2026-06-30

Filed2026-07-20

VIG

Vanguard Dividend Appreciation Index ETF

-0.37%

Shares20.1K

Event2026-06-30

Filed2026-07-20

EFA

iShares MSCI EAFE Index Fund

0.07%

Shares45.3K

Event2026-06-30

Filed2026-07-20

GPC

Genuine Parts

-1.08%

Shares39.4K

Event2026-06-30

Filed2026-07-20

IWR

iShares Russell Midcap Index Fund

-2.16%

Shares41.9K

Event2026-06-30

Filed2026-07-20

ALB

Albemarle Corp

-0.86%

Shares33.1K

Event2026-06-30

Filed2026-07-20

Fiserv Inc

0.11%

Shares90.7K

Event2026-06-30

Filed2026-07-20

PFE

Pfizer Inc

-0.86%

Shares180.8K

Event2026-06-30

Filed2026-07-20

CMCSA

Comcast Corp Class A

-11.07%

Shares172.7K

Event2026-06-30

Filed2026-07-20

SFM

Sprouts Farmers Market Inc

56067.05%

Shares49.4K

Event2026-06-30

Filed2026-07-20

DAL

Delta Air Lines Inc

-10.37%

Shares44.6K

Event2026-06-30

Filed2026-07-20

VNQ

Vanguard Real Estate Index ETF

-0.13%

Shares42.9K

Event2026-06-30

Filed2026-07-20

Netflix Inc.

0.22%

Shares57.7K

Event2026-06-30

Filed2026-07-20

Vanguard Small-Cap Index ETF

-11.31%

Shares12.9K

Event2026-06-30

Filed2026-07-20

KMB

Kimberly Clark Corp

-4.27%

Shares33.7K

Event2026-06-30

Filed2026-07-20

FRT

Federal Realty Investment Trust REIT

2.96%

Shares29.6K

Event2026-06-30

Filed2026-07-20

WEC

WEC Energy Group Inc

-0.01%

Shares30.7K

Event2026-06-30

Filed2026-07-20

BMY

Bristol Myers Squibb Co

-0.08%

Shares61.0K

Event2026-06-30

Filed2026-07-20

EVRG

Evergy Inc

0.27%

Shares40.6K

Event2026-06-30

Filed2026-07-20

Vanguard Total Stock Market ETF

0.09%

Shares9.1K

Event2026-06-30

Filed2026-07-20

PYPL

Paypal Holdings Inc

-49.08%

Shares77.6K

Event2026-06-30

Filed2026-07-20

BKH

Black Hills Corp

-3.40%

Shares44.2K

Event2026-06-30

Filed2026-07-20

ITOT

iShares Core S&P Total US Stock Market ETF

0.49%

Shares19.6K

Event2026-06-30

Filed2026-07-20

NSC

Norfolk Southern

-2.46%

Shares10.0K

Event2026-06-30

Filed2026-07-20

Vanguard Mid-Cap Index ETF

299.21%

Shares38.5K

Event2026-06-30

Filed2026-07-20

GE Aerospace

0.29%

Shares7.9K

Event2026-06-30

Filed2026-07-20

OTIS

Otis Worldwide Corp

-1.15%

Shares40.3K

Event2026-06-30

Filed2026-07-20

LII

Lennox International Inc.

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-20

BDX

Becton Dickinson and Co

-1.89%

Shares18.3K

Event2026-06-30

Filed2026-07-20

EEM

iShares MSCI Emerging Mkts Index Fd

5.35%

Shares39.7K

Event2026-06-30

Filed2026-07-20

IJK

iShares S&P MidCap 400/Barra Growth Index Fund

-0.00%

Shares22.8K

Event2026-06-30

Filed2026-07-20

NJR

New Jersey Resources Corp

55494.12%

Shares47.3K

Event2026-06-30

Filed2026-07-20

FLEX

Flextronics International Ltd.

-0.43%

Shares16.3K

Event2026-06-30

Filed2026-07-20

IWN

iShares Russell 2000 Value Index Fund

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-20

HII

Huntington Ingalls Industries

0.55%

Shares9.4K

Event2026-06-30

Filed2026-07-20

GEV

GE Vernova Inc

-3.41%

Shares2.2K

Event2026-06-30

Filed2026-07-20

TROW

T. Rowe Price Group Inc

-2.14%

Shares22.2K

Event2026-06-30

Filed2026-07-20

Colgate Palmolive Co

-0.53%

Shares27.3K

Event2026-06-30

Filed2026-07-20

3M Company

-1.72%

Shares15.2K

Event2026-06-30

Filed2026-07-20

CLX

Clorox Co Common

0.53%

Shares25.8K

Event2026-06-30

Filed2026-07-20

FTV

Fortive Corp

-4.29%

Shares39.2K

Event2026-06-30

Filed2026-07-20

UPS

United Parcel Service - Cl B

-0.95%

Shares22.1K

Event2026-06-30

Filed2026-07-20

VBR

Vanguard Small-Cap Value Index ETF

-0.99%

Shares9.7K

Event2026-06-30

Filed2026-07-20

PPG

PPG Inds Inc

-2.32%

Shares19.3K

Event2026-06-30

Filed2026-07-20

INTC

Intel Corp

1.45%

Shares16.4K

Event2026-06-30

Filed2026-07-20

The Boeing Co

-0.94%

Shares10.1K

Event2026-06-30

Filed2026-07-20

Mastercard Inc - Class A

-1.03%

Shares4.2K

Event2026-06-30

Filed2026-07-20

CSX

CSX Corp

-0.01%

Shares45.1K

Event2026-06-30

Filed2026-07-20

AZO

Autozone Inc

-2.90%

Shares669

Event2026-06-30

Filed2026-07-20

Fedex Freight Holding Co Inc

New

Shares13.0K

Event2026-06-30

Filed2026-07-20

TMO

Thermo Fisher Scientific

-0.95%

Shares3.8K

Event2026-06-30

Filed2026-07-20

QUAL

IShares Edge MSCI USA Quality Factor ETF

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-20

GIS

General Mills, Inc.

-12.39%

Shares50.3K

Event2026-06-30

Filed2026-07-20

IJJ

iShares S&P Midcap 400/Barra Value Index Fund

-0.01%

Shares11.6K

Event2026-06-30

Filed2026-07-20

GLD

Spdr Gold Trust

-1.29%

Shares4.6K

Event2026-06-30

Filed2026-07-20

ETN

Eaton Corp PLC

0.40%

Shares3.8K

Event2026-06-30

Filed2026-07-20

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-20

Philip Morris International Inc

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-20

VUG

Vanguard Growth ETF

571.83%

Shares17.6K

Event2026-06-30

Filed2026-07-20

YUM

Yum! Brands Inc

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-20

CMI

Cummins Inc.

-4.55%

Shares2.1K

Event2026-06-30

Filed2026-07-20

Zoetis Inc

-12.46%

Shares20.5K

Event2026-06-30

Filed2026-07-20

Amcor PLC

2.62%

Shares33.8K

Event2026-06-30

Filed2026-07-20

WELL

Welltower Inc

1.00%

Shares6.4K

Event2026-06-30

Filed2026-07-20

Dominion Energy Inc

34.23%

Shares19.5K

Event2026-06-30

Filed2026-07-20

SCHD

Schwab US Dividend Equity ETF

-0.37%

Shares41.5K

Event2026-06-30

Filed2026-07-20

PRF

Invesco RAFI US 1000 ETF

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-20

Southern Co

0.08%

Shares13.0K

Event2026-06-30

Filed2026-07-20

AT&T Inc

-6.56%

Shares57.0K

Event2026-06-30

Filed2026-07-20

CARR

Carrier Global Corp

-0.74%

Shares15.9K

Event2026-06-30

Filed2026-07-20

IJT

S&P Smallcap 600/Barra Growth Index Fund

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-20

Vanguard Total World Stock Index Fund

0.14%

Shares7.1K

Event2026-06-30

Filed2026-07-20

VOT

Vanguard Mid-Cap Growth Index ETF

0.22%

Shares3.6K

Event2026-06-30

Filed2026-07-20

IVE

iShares S&P 500 Value Index Fund

-32.87%

Shares4.8K

Event2026-06-30

Filed2026-07-20

XLK

State Street Technology Select Sector SPDR ETF

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-20

SOLS

Solstice Advanced Materials Inc

-0.23%

Shares12.1K

Event2026-06-30

Filed2026-07-20

IAU

iShares Gold Trust ETF

-0.01%

Shares14.2K

Event2026-06-30

Filed2026-07-20

Applied Materials Common

-0.80%

Shares1.5K

Event2026-06-30

Filed2026-07-20

TEX

Terex Corporation

-0.28%

Shares14.3K

Event2026-06-30

Filed2026-07-20

VOE

Vanguard Mid-Cap Value Index ETF

-7.58%

Shares5.2K

Event2026-06-30

Filed2026-07-20

GILD

Gilead Sciences Inc

-0.31%

Shares8.0K

Event2026-06-30

Filed2026-07-20

KVUE

Kenvue Inc

-1.89%

Shares52.0K

Event2026-06-30

Filed2026-07-20

General Dynamics Corp

-1.08%

Shares2.7K

Event2026-06-30

Filed2026-07-20

EXPD

Expeditors International of Washington, Inc.

-0.10%

Shares5.9K

Event2026-06-30

Filed2026-07-20

RAL

Ralliant Corp

-3.67%

Shares13.1K

Event2026-06-30

Filed2026-07-20

IWD

iShares Russell 1000 Value Fund

-10.28%

Shares4.0K

Event2026-06-30

Filed2026-07-20

WMB

The Williams Companies, Inc.

-3.88%

Shares12.6K

Event2026-06-30

Filed2026-07-20

Altria Group Inc

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-20

Seagate Technology Holdings PLC

0.00%

Shares956

Event2026-06-30

Filed2026-07-20

KHC

Kraft Heinz Co

-58.26%

Shares38.7K

Event2026-06-30

Filed2026-07-20

Micron Technology

-0.13%

Shares790

Event2026-06-30

Filed2026-07-20

VGT

Vanguard Information Technology Index ETF

681.57%

Shares7.4K

Event2026-06-30

Filed2026-07-20

BIIB

Biogen Inc

-2.82%

Shares3.8K

Event2026-06-30

Filed2026-07-20

Deere & Company

-3.21%

Shares1.3K

Event2026-06-30

Filed2026-07-20

DGX

Quest Diagnostics Inc

0.83%

Shares3.8K

Event2026-06-30

Filed2026-07-20

IWF

iShares Russell 1000 Growth Index Fund

279.82%

Shares6.3K

Event2026-06-30

Filed2026-07-20

iShares Core MSCI EAFE ETF

9.87%

Shares7.9K

Event2026-06-30

Filed2026-07-20

TMUS

T-Mobile US, Inc.

2.16%

Shares4.4K

Event2026-06-30

Filed2026-07-20

SCHG

Schwab U.S. Large-Cap Growth ETF

0.00%

Shares21.3K

Event2026-06-30

Filed2026-07-20

NTRS

Northern Trust Corporation

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-20

DOW

Dow Inc

-3.33%

Shares25.6K

Event2026-06-30

Filed2026-07-20

ZBH

Zimmer Biomet Holdings Inc

-0.02%

Shares8.0K

Event2026-06-30

Filed2026-07-20

VHT

Vanguard Health Care ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-20

QQQ

Invesco QQQ Trust

-0.56%

Shares880

Event2026-06-30

Filed2026-07-20

SHEL

Shell PLC

-5.70%

Shares8.3K

Event2026-06-30

Filed2026-07-20

SAFE

Safehold Inc REIT

-3.97%

Shares40.2K

Event2026-06-30

Filed2026-07-20

OMC

Omnicom Group Inc

-1.59%

Shares8.2K

Event2026-06-30

Filed2026-07-20

LMT

Lockheed Martin Corporation

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

Suncor Energy, Inc

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-20

UMBF

UMB Finl

0.10%

Shares4.1K

Event2026-06-30

Filed2026-07-20

WERN

Werner Enterprises, Inc.

-3.68%

Shares13.1K

Event2026-06-30

Filed2026-07-20

KNX

Knight-Swift Transportation Holdings Inc

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-20

TFC

Truist Financial Corp

-5.13%

Shares11.1K

Event2026-06-30

Filed2026-07-20

Toronto - Dominion Bank

-0.68%

Shares4.5K

Event2026-06-30

Filed2026-07-20

FITB

Fifth Third Bancorp

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-20

GRMN

Garmin Ltd

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

BKNG

Booking Holdings Inc

2391.45%

Shares2.9K

Event2026-06-30

Filed2026-07-20

DVY

iShares DJ Select Dividend Index ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

PAYX

Paychex Inc

-12.87%

Shares5.1K

Event2026-06-30

Filed2026-07-20

VKTX

Viking Therapeutics Inc

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-20

XLE

State Street Energy Select Sector SPDR ETF

-1.03%

Shares8.9K

Event2026-06-30

Filed2026-07-20

MTB

M&T Bank Corporation

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

STT

State Street Corp

-0.11%

Shares2.7K

Event2026-06-30

Filed2026-07-20

EFG

iShares MSCI EAFE Growth Index ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-20

SAIC

Science Applications Intl Corp

-0.07%

Shares4.0K

Event2026-06-30

Filed2026-07-20

IJS

iShares S&P SmallCap 600 Value ETF

52.62%

Shares3.2K

Event2026-06-30

Filed2026-07-20

INGR

Ingredion Inc

-70.27%

Shares4.6K

Event2026-06-30

Filed2026-07-20

WAT

Waters Corp

-8.08%

Shares1.1K

Event2026-06-30

Filed2026-07-20

MDY

State Street SPDR S&P MidCap 400 ETF Trust

0.00%

Shares600

Event2026-06-30

Filed2026-07-20

Energy Transfer L.P.

-2.27%

Shares21.5K

Event2026-06-30

Filed2026-07-20

Regions Financial Corp

-0.73%

Shares13.6K

Event2026-06-30

Filed2026-07-20

MPLX

MPLX LP

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-20

VTV

Vanguard Value ETF

-47.62%

Shares1.9K

Event2026-06-30

Filed2026-07-20

SCHX

Schwab U.S. Large-Cap ETF

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-20

XLF

State Street Financial Select Sector SPDR ETF

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-20

PIPR

Piper Sandler Companies

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-20

JBHT

Hunt (JB) Transport Services Inc

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

CGXU

Capital Group International Focus Equity ETF

9.10%

Shares10.9K

Event2026-06-30

Filed2026-07-20

VLTO

Veralto Corp

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

Travelers Companies, Inc

-0.45%

Shares1.1K

Event2026-06-30

Filed2026-07-20

MFC

Manulife Financial Corp

-0.03%

Shares8.9K

Event2026-06-30

Filed2026-07-20

SYF

Synchrony Financial

-0.06%

Shares4.7K

Event2026-06-30

Filed2026-07-20

FNDF

Schwab Fundamental Intl Equity ETF

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-20

ONEV

SPDR Russell 1000 Low Volatility Focus ETF

0.43%

Shares2.3K

Event2026-06-30

Filed2026-07-20

Brookfield Corp

0.38%

Shares7.8K

Event2026-06-30

Filed2026-07-20

XEL

Xcel Energy

-0.97%

Shares4.1K

Event2026-06-30

Filed2026-07-20

KMI

Kinder Morgan Inc.

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-20

EPD

Enterprise Products Partners L.P.

7.47%

Shares8.6K

Event2026-06-30

Filed2026-07-20

CASY

Casey's General Stores, Inc.

-1.75%

Shares393

Event2026-06-30

Filed2026-07-20

Palantir Technologies Inc.

0.75%

Shares2.7K

Event2026-06-30

Filed2026-07-20

Bank of New York Mellon Corporation

10.41%

Shares2.1K

Event2026-06-30

Filed2026-07-20

TSCO

Tractor Supply Co

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-20

PFG

Principal Financial Group, Inc.

-0.11%

Shares2.8K

Event2026-06-30

Filed2026-07-20

VYM

Vanguard High Dividend Yield ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-20

TTE

TotalEnergies SE

-45.10%

Shares3.7K

Event2026-06-30

Filed2026-07-20

CRH

CRH PLC

0.68%

Shares2.7K

Event2026-06-30

Filed2026-07-20

General Motors Co

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-20

AXP

American Express Co

-0.24%

Shares838

Event2026-06-30

Filed2026-07-20

AMT

American Tower Corp

-1.87%

Shares1.7K

Event2026-06-30

Filed2026-07-20

Corteva, Inc.

0.64%

Shares3.3K

Event2026-06-30

Filed2026-07-20

PII

Polaris Inc

-8.54%

Shares4.0K

Event2026-06-30

Filed2026-07-20

OKE

Oneok Inc

-7.40%

Shares3.1K

Event2026-06-30

Filed2026-07-20

VBK

Vanguard Small-Cap Growth ETF

-5.43%

Shares731

Event2026-06-30

Filed2026-07-20

Freeport-McMoran Inc

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

Morgan Stanley

7.38%

Shares1.3K

Event2026-06-30

Filed2026-07-20

CME

CME Group, Inc

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

MNST

Monster Beverage Corp

6.94%

Shares2.6K

Event2026-06-30

Filed2026-07-20

MFDX

PIMCO RAFI Dynamic Multi-Factor International Equity ETF

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-20

TEL

TE Connectivity PLC

-0.16%

Shares1.2K

Event2026-06-30

Filed2026-07-20

HTLD

Heartland Express Inc

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-20

MKL

Markel Group Inc

0.00%

Shares125

Event2026-06-30

Filed2026-07-20

Unilever PLC ADR

-5.30%

Shares4.0K

Event2026-06-30

Filed2026-07-20

Blackstone Inc

-11.96%

Shares2.1K

Event2026-06-30

Filed2026-07-20

EXR

Extra Space Storage Inc

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

SFNC

Simmons First National Corp

-4.11%

Shares10.5K

Event2026-06-30

Filed2026-07-20

CTAS

Cintas Corp

4.35%

Shares1.4K

Event2026-06-30

Filed2026-07-20

PLD

Prologis Inc

-0.17%

Shares1.7K

Event2026-06-30

Filed2026-07-20

AVEM

Avantis Emerging Markets Equity ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

VPU

Vanguard Utilities ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

Consolidated Edison

-0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-20

MMC

Marsh

-0.30%

Shares1.3K

Event2026-06-30

Filed2026-07-20

XYL

Xylem Inc

-2.34%

Shares1.9K

Event2026-06-30

Filed2026-07-20

LNT

Alliant Energy Corporation

-0.07%

Shares2.9K

Event2026-06-30

Filed2026-07-20

VRT

Vertiv Holdings Co

2.38%

Shares645

Event2026-06-30

Filed2026-07-20

IEMG

iShares Core MSCI Emerging Markets ETF

5.73%

Shares2.6K

Event2026-06-30

Filed2026-07-20

SNDK

Sandisk Corp

-1.05%

Shares94

Event2026-06-30

Filed2026-07-20

TRGP

Targa Resources Corp

0.00%

Shares785

Event2026-06-30

Filed2026-07-20

MRTN

Marten Transport Ltd

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-20

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

ORLY

O'Reilly Automotive, Inc. New

3.49%

Shares2.1K

Event2026-06-30

Filed2026-07-20

GLW

Corning Inc

-15.42%

Shares757

Event2026-06-30

Filed2026-07-20

DRI

Darden Restaurants Inc

-0.11%

Shares923

Event2026-06-30

Filed2026-07-20

CEG

Constellation Energy Corp

6.12%

Shares763

Event2026-06-30

Filed2026-07-20

SWX

Southwest Gas Holdings Inc

0.09%

Shares2.1K

Event2026-06-30

Filed2026-07-20

ILCB

iShares Morningstar Large Cap ETF

-2.91%

Shares1.8K

Event2026-06-30

Filed2026-07-20

GEHC

GE HealthCare Technologies Inc

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-20

PRU

Prudential Financial, Inc.

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

DVN

Devon Energy Corp

58.18%

Shares4.4K

Event2026-06-30

Filed2026-07-20

SNDR

Schneider Natl Inc-Cl B

-9.54%

Shares4.8K

Event2026-06-30

Filed2026-07-20

SOLV

Solventum Corp

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

EWJ

iShares MSCI Japan ETF

0.43%

Shares1.9K

Event2026-06-30

Filed2026-07-20

MGV

Vanguard Mega Cap 300 Value Index ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

EFV

iShares MSCI EAFE Value ETF

1.49%

Shares2.2K

Event2026-06-30

Filed2026-07-20

NXT

NEXTPower Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

ISRG

Intuitive Surgical, Inc.

36.95%

Shares404

Event2026-06-30

Filed2026-07-20

QQQM

Invesco Nasdaq 100 ETF

New

Shares527

Event2026-06-30

Filed2026-07-20

IDEV

iShares Core MSCI International Developed Markets ETF

-5.10%

Shares1.8K

Event2026-06-30

Filed2026-07-20

BMN

BlackRock 2037 Municipal Target Term Trust ETF

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-20

SCHA

Schwab U.S. Small-Cap ETF

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-20

SNA

Snap-On Inc

0.00%

Shares384

Event2026-06-30

Filed2026-07-20

HPE

Hewlett Packard Enterprise Co

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

CAG

ConAgra Brands Inc

-0.09%

Shares10.9K

Event2026-06-30

Filed2026-07-20

MUNI

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-20

RSG

Republic Services, Inc.

0.90%

Shares671

Event2026-06-30

Filed2026-07-20

KRE

SPDR S&P Regional Banking ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

ADI

Analog Devices, Inc.

-10.54%

Shares348

Event2026-06-30

Filed2026-07-20

Crowdstrike Holdings Inc

1.13%

Shares179

Event2026-06-30

Filed2026-07-20

XLI

State Street Industrial Select Sector SPDR ETF

-11.46%

Shares711

Event2026-06-30

Filed2026-07-20

MRVL

Marvell Technology Inc

New

Shares441

Event2026-06-30

Filed2026-07-20

ETX

Eaton Vance Municipal Income 2028 Term Trust ETF

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-20

FTNT

Fortinet Inc.

18.33%

Shares852

Event2026-06-30

Filed2026-07-20

OUSM

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF

-3.54%

Shares2.7K

Event2026-06-30

Filed2026-07-20

CMG

Chipotle Mexican Grill

10.70%

Shares3.8K

Event2026-06-30

Filed2026-07-20

AWR

American States Water Company

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

ANET

Arista Networks Inc

7.02%

Shares747

Event2026-06-30

Filed2026-07-20

URI

United Rentals, Inc.

-0.88%

Shares112

Event2026-06-30

Filed2026-07-20

VSNT

Versant Media Group Inc

-38.19%

Shares3.5K

Event2026-06-30

Filed2026-07-20

PNC

PNC Finl Svcs Group Inc

0.00%

Shares507

Event2026-06-30

Filed2026-07-20

ESGU

iShares ESG Aware MSCI USA ETF

-6.06%

Shares760

Event2026-06-30

Filed2026-07-20

Parker-Hannifin Corporation

18.69%

Shares127

Event2026-06-30

Filed2026-07-20

SPG

Simon Property Group, Inc.

0.00%

Shares546

Event2026-06-30

Filed2026-07-20

Accenture PLC

-0.63%

Shares946

Event2026-06-30

Filed2026-07-20

SCHW

The Charles Schwab Corporation

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

SDY

State Street SPDR S&P Dividend ETF

0.00%

Shares743

Event2026-06-30

Filed2026-07-20

BAM

Brookfield Asset Management Ltd

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-20

IYM

iShares Dow Jones U.S. Basic Materials Sector Index Fund

236.76%

Shares623

Event2026-06-30

Filed2026-07-20

EOG

EOG Resources, Inc.

-0.69%

Shares861

Event2026-06-30

Filed2026-07-20

XLV

State Street Health Care Select Sector SPDR ETF

-9.78%

Shares701

Event2026-06-30

Filed2026-07-20

FMHI

First Trust Municipal High Income ETF

4.14%

Shares2.3K

Event2026-06-30

Filed2026-07-20

PAVE

Global X US Infrastructure Development ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

SPEM

State Street SPDR Portfolio Emerging Markets ETF

-24.49%

Shares2.1K

Event2026-06-30

Filed2026-07-20

EXC

Exelon Corp

0.66%

Shares2.3K

Event2026-06-30

Filed2026-07-20

DFAC

Dimensional US Core Equity 2 ETF

-9.50%

Shares2.4K

Event2026-06-30

Filed2026-07-20

JXN

Jackson Financial Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

VLO

Valero Energy Corporation

-13.19%

Shares408

Event2026-06-30

Filed2026-07-20

XLY

State Street Consumer Discretionary Select Sector SPDR ETF

-10.02%

Shares898

Event2026-06-30

Filed2026-07-20

MPC

Marathon Petroleum Corp

-0.74%

Shares405

Event2026-06-30

Filed2026-07-20

SUB

iShares Short-Term National US Municipals

0.00%

Shares945

Event2026-06-30

Filed2026-07-20

HYMB

State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-20

Quanta Services Inc

0.00%

Shares137

Event2026-06-30

Filed2026-07-20

Trane Technologies Plc

6.95%

Shares200

Event2026-06-30

Filed2026-07-20

YUMC

Yum China Holdings Inc

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

MUR

Murphy Oil Corp

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

JEPI

JPMorgan Equity Premium Income ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

MCK

McKesson Corp

0.00%

Shares127

Event2026-06-30

Filed2026-07-20

MSI

Motorola Solutions, Inc.

-0.43%

Shares229

Event2026-06-30

Filed2026-07-20

FAST

Fastenal Co

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

Chubb Ltd

6.95%

Shares277

Event2026-06-30

Filed2026-07-20

ServiceNow, Inc.

-1.35%

Shares947

Event2026-06-30

Filed2026-07-20

AstraZeneca PLC

-9.58%

Shares500

Event2026-06-30

Filed2026-07-20

PGR

The Progressive Corporation

-0.47%

Shares421

Event2026-06-30

Filed2026-07-20

AppLovin Corp

-0.56%

Shares178

Event2026-06-30

Filed2026-07-20

Qnity Electronics Inc

2.56%

Shares560

Event2026-06-30

Filed2026-07-20

IYZ

iShares US Telecommunications

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

VRTX

Vertex Pharmaceuticals Inc

0.00%

Shares170

Event2026-06-30

Filed2026-07-20

Axos Financial Inc

0.00%

Shares841

Event2026-06-30

Filed2026-07-20

BNDX

Vanguard Total International Bond ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

State Street SPDR Portfolio S&P 500 ETF

New

Shares916

Event2026-06-30

Filed2026-07-20

VFH

Vanguard Financials ETF

-14.63%

Shares607

Event2026-06-30

Filed2026-07-20

NEM

Newmont Corp

0.00%

Shares840

Event2026-06-30

Filed2026-07-20

CDNS

Cadence Design Systems, Inc.

16.76%

Shares209

Event2026-06-30

Filed2026-07-20

HWM

Howmet Aerospace Inc-WI

2.14%

Shares287

Event2026-06-30

Filed2026-07-20

KBWB

Invesco KBW Bank ETF

0.00%

Shares819

Event2026-06-30

Filed2026-07-20

MAR

Marriott Intl Inc New Cl A

-0.49%

Shares204

Event2026-06-30

Filed2026-07-20

IYJ

iShares Dow Jones U.S. Industrial Sector Index Fund

New

Shares451

Event2026-06-30

Filed2026-07-20

EQIX

Equinix Inc

0.00%

Shares71

Event2026-06-30

Filed2026-07-20

IGE

iShares North American Natural Resources ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

CPRT

Copart Inc

-1.29%

Shares2.6K

Event2026-06-30

Filed2026-07-20

STRL

Sterling Infrastructure Inc

222.22%

Shares87

Event2026-06-30

Filed2026-07-20

CHD

Church & Dwight Co.

-11.76%

Shares750

Event2026-06-30

Filed2026-07-20

QLD

Proshares Ultra QQQ ETF

0.00%

Shares738

Event2026-06-30

Filed2026-07-20

EAT

Brinker Intermational, Inc.

0.00%

Shares425

Event2026-06-30

Filed2026-07-20

Adobe Inc

-13.57%

Shares344

Event2026-06-30

Filed2026-07-20

XPO

XPO Inc

0.59%

Shares343

Event2026-06-30

Filed2026-07-20

PAA

Plains All American Pipeline LP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-20

VFC

VF Corp

-27.61%

Shares4.2K

Event2026-06-30

Filed2026-07-20

Banco Santander Sa ADR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-20

TC Energy Corp

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

WES

Western Midstream Partners LP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

IYE

iShares Dow Jones U.S. Energy Sector Index Fd

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

LNG

Cheniere Energy Inc

0.00%

Shares285

Event2026-06-30

Filed2026-07-20

CNI

Canadian National Railway Company

0.00%

Shares564

Event2026-06-30

Filed2026-07-20

DAKT

Daktronics, Inc.

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

CTSH

Cognizant Technology Solutions Corp

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

EUFN

iShares MSCI Europe Financials ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

SBAC

SBA Communications Corp

0.00%

Shares377

Event2026-06-30

Filed2026-07-20

SLV

iShares Silver Trust

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

SWK

Stanley Black & Decker Inc

-60.78%

Shares700

Event2026-06-30

Filed2026-07-20

BCD

abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

MUB

iShares National Muni Bond Cl E

-59.23%

Shares607

Event2026-06-30

Filed2026-07-20

SHW

Sherwin-Williams Co

-2.11%

Shares186

Event2026-06-30

Filed2026-07-20

Ally Financial Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

STLD

Steel Dynamics, Inc.

-1.52%

Shares260

Event2026-06-30

Filed2026-07-20

KEYS

Keysight Technologies Inc

0.00%

Shares169

Event2026-06-30

Filed2026-07-20

MCO

Moody's Corporation

-7.80%

Shares130

Event2026-06-30

Filed2026-07-20

NOC

Northrop Grumman Corp

1.79%

Shares114

Event2026-06-30

Filed2026-07-20

BAX

Baxter International Inc

5.32%

Shares2.7K

Event2026-06-30

Filed2026-07-20

ICE

Intercontinental Exchange, Inc

1.97%

Shares466

Event2026-06-30

Filed2026-07-20

HLT

Hilton Worldwide Holdings Inc

1.76%

Shares173

Event2026-06-30

Filed2026-07-20

VPL

Vanguard FTSE Pacific ETF

0.00%

Shares486

Event2026-06-30

Filed2026-07-20

SNPS

Synopsys Inc

0.00%

Shares125

Event2026-06-30

Filed2026-07-20

Lamb Weston Holdings Inc

3.25%

Shares1.3K

Event2026-06-30

Filed2026-07-20

BUFR

First Trust Vest Fund of Buffer ETFs Canada

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

DEO

Diageo Plc ADR

-63.78%

Shares670

Event2026-06-30

Filed2026-07-20

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

0.00%

Shares449

Event2026-06-30

Filed2026-07-20

TER

Teradyne Inc

-1.82%

Shares108

Event2026-06-30

Filed2026-07-20

BSX

Boston Scientific Corporation

10.61%

Shares1.2K

Event2026-06-30

Filed2026-07-20

TPVG

Triplepoint Venture Growth BDC Corp

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-20

FVD

First Trust Value Line Dividend Index Fund

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

INTU

Intuit Corp Common

-18.30%

Shares192

Event2026-06-30

Filed2026-07-20

XLC

State Street Communication Services Select Sector SPDR ETF

-6.26%

Shares464

Event2026-06-30

Filed2026-07-20

AON

Aon PLC

-22.92%

Shares148

Event2026-06-30

Filed2026-07-20

CIEN

Ciena Corp

-26.47%

Shares100

Event2026-06-30

Filed2026-07-20

IGV

iShares North American Tech-Software Fund

0.00%

Shares540

Event2026-06-30

Filed2026-07-20

NXP Semiconductors NV

-1.14%

Shares173

Event2026-06-30

Filed2026-07-20

abrdn Physical Gold Shares ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

TDG

Transdigm Group Inc

0.00%

Shares36

Event2026-06-30

Filed2026-07-20

GSK PLC ADR

0.00%

Shares910

Event2026-06-30

Filed2026-07-20

HOOD

Robinhood Markets Inc

0.00%

Shares475

Event2026-06-30

Filed2026-07-20

Ford Mtr Co

-0.87%

Shares3.4K

Event2026-06-30

Filed2026-07-20

Datadog Inc

0.00%

Shares180

Event2026-06-30

Filed2026-07-20

Alibaba Group Holding Ltd

-2.01%

Shares487

Event2026-06-30

Filed2026-07-20

Microchip Technology Inc

-14.02%

Shares509

Event2026-06-30

Filed2026-07-20

Royal Caribbean Cruises Ltd Group

0.00%

Shares145

Event2026-06-30

Filed2026-07-20

PFF

IShares Preferred & Income Securities ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

FIX

Comfort Systems USA Inc

0.00%

Shares23

Event2026-06-30

Filed2026-07-20

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

0.00%

Shares500

Event2026-06-30

Filed2026-07-20

ALL

Allstate Corp

-0.53%

Shares188

Event2026-06-30

Filed2026-07-20

COHR

Coherent Corp

-8.13%

Shares113

Event2026-06-30

Filed2026-07-20

CCL

Carnival Corp Ltd

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

IWB

iShares Russell 1000 Index Fund

0.00%

Shares106

Event2026-06-30

Filed2026-07-20

FTGC

First Trust Global Tactical Commodity Strategy Fund ETF

-25.37%

Shares1.6K

Event2026-06-30

Filed2026-07-20

Western Union

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-20

IBKR

Interactive Brokers Group Inc

71.58%

Shares489

Event2026-06-30

Filed2026-07-20

SRE

Sempra

-0.44%

Shares453

Event2026-06-30

Filed2026-07-20

PCAR

PACCAR Inc

-25.48%

Shares348

Event2026-06-30

Filed2026-07-20

BHP

BHP Group Ltd ADR

0.00%

Shares500

Event2026-06-30

Filed2026-07-20

VOOG

Vanguard S&P Growth ETF

500.00%

Shares504

Event2026-06-30

Filed2026-07-20

DASH

DoorDash Inc

0.00%

Shares225

Event2026-06-30

Filed2026-07-20

QYLD

Global X Nasdaq 100 Covered Call ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

KKR

KKR & Co Inc

0.00%

Shares445

Event2026-06-30

Filed2026-07-20

MPWR

Monolithic Power Systems Inc

0.00%

Shares29

Event2026-06-30

Filed2026-07-20

ABNB

Airbnb Inc

0.00%

Shares280

Event2026-06-30

Filed2026-07-20

LHX

L3 Harris Technologies Inc

0.00%

Shares137

Event2026-06-30

Filed2026-07-20

FDS

FactSet Research Systems Inc

0.00%

Shares172

Event2026-06-30

Filed2026-07-20

DuPont de Nemours Inc

New

Shares292

Event2026-06-30

Filed2026-07-20

Ingersoll-Rand Inc

0.00%

Shares478

Event2026-06-30

Filed2026-07-20

RWR

State Street SPDR Dow Jones REIT ETF

0.00%

Shares345

Event2026-06-30

Filed2026-07-20

EQT

EQT Corp

47.58%

Shares732

Event2026-06-30

Filed2026-07-20

Celanese Corp- Series A

-2.32%

Shares843

Event2026-06-30

Filed2026-07-20

Lumentum Holdings Inc

-10.00%

Shares45

Event2026-06-30

Filed2026-07-20

VONG

Vanguard Russell 1000 Growth Index Fund ETF Shares

22.95%

Shares300

Event2026-06-30

Filed2026-07-20

BKR

Baker Hughes Company

1.62%

Shares688

Event2026-06-30

Filed2026-07-20

NFG

National Fuel Gas Company

-0.41%

Shares490

Event2026-06-30

Filed2026-07-20

IEF

iShares 7-10 Year Treasury Bond ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-20

VST

Vistra Corp

0.00%

Shares238

Event2026-06-30

Filed2026-07-20

Ares Capital Corp

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

VIK

Viking Holdings Ltd

0.00%

Shares350

Event2026-06-30

Filed2026-07-20

VEU

Vanguard FTSE All-World Ex-US Index Fund

0.00%

Shares435

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available