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The Analysis of Financial Life Planners's Holdings & P&L

Currently, Financial Life Planners holds 339 types of securities in its portfolio with a total value $155.6M. In the most recent quarter, they have increased their positions in MGK (+25.8K shares, valued at $2.3M), N/A (+1.8K shares, valued at $1.3M), IWM (+3.3K shares, valued at $1.0M); decreased their positions in N/A (-3.2K shares, valued at $371.7K), HOOD (-3.1K shares, valued at $313.5K), N/A (-2.3K shares, valued at $202.9K); initiated new positions in N/A (+180 shares, valued at $30.8K), N/A (+115 shares, valued at $15.6K), VXUS (+135 shares, valued at $11.5K); completely sold out of URI (previously valued at $1.5K).

1M P&L

+2.2M+1.95%

3M P&L

+6.5M+6.10%

HY P&L

+3.1M+2.84%

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/A62.2M

56.4%

2Semiconductors17.0M

15.4%

3Consumer Electronics7.0M

6.3%

Top Industries by Stock Count

1N/A125 stocks

42.8%

2Semiconductors9 stocks

3.1%

3Aerospace & Defense9 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR53.3K shares2.62%2026-06-302026-07-21

ISHARES TR ISHARES TR43.9K shares4.24%2026-06-302026-07-21

NVDA NVIDIA CORPORATION77.3K shares0.96%2026-06-302026-07-21

AAPL APPLE INC24.1K shares-1.99%2026-06-302026-07-21

HOOD ROBINHOOD MKTS INC38.0K shares-7.60%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL7.2K shares-2.74%2026-06-302026-07-21

MSFT MICROSOFT CORP8.3K shares-2.98%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC25.7K shares-11.04%2026-06-302026-07-21

Sponsored

MGK VANGUARD WORLD FD32.3K shares395.94%2026-06-302026-07-21

MDY STATE STR SPDR S&P MIDCAP 403.8K shares-1.39%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.7K shares0.37%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.9K shares-0.51%2026-06-302026-07-21

AMZN AMAZON COM INC8.8K shares2.03%2026-06-302026-07-21

IWM ISHARES TR5.4K shares166.29%2026-06-302026-07-21

DIA STATE STR SPDR DOW JONES IND2.7K shares-0.11%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC1.1K shares38.44%2026-06-302026-07-21

Sponsored

HWM HOWMET AEROSPACE INC3.9K shares41.54%2026-06-302026-07-21

BROADCOM INC BROADCOM INC2.7K shares52.96%2026-06-302026-07-21

BSCS INVESCO EXCH TRD SLF IDX FD47.8K shares-8.70%2026-06-302026-07-21

BTCW WISDOMTREE BITCOIN FD15.6K shares0.20%2026-06-302026-07-21

XBI SPDR SERIES TRUST5.2K shares2422.12%2026-06-302026-07-21

CAT CATERPILLAR INC747 shares291.10%2026-06-302026-07-21

IWF ISHARES TR6.0K shares329.19%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.40%2026-06-302026-07-21

Sponsored

BAC BANK OF AMER CORP12.1K shares0.44%2026-06-302026-07-21

BSCQ INVESCO EXCH TRD SLF IDX FD33.4K shares1.00%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION3.4K shares0.41%2026-06-302026-07-21

TSLA TESLA INC1.5K shares-0.59%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC1.1K shares-5.14%2026-06-302026-07-21

GOOG ALPHABET INC1.6K shares39.50%2026-06-302026-07-21

VOO VANGUARD INDEX FDS799 shares13.98%2026-06-302026-07-21

GEV GE VERNOVA INC443 shares88.51%2026-06-302026-07-21

Sponsored

VUG VANGUARD INDEX FDS5.6K shares490.55%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC820 shares0.00%2026-06-302026-07-21

XLF SELECT SECTOR SPDR TR8.6K shares-25.38%2026-06-302026-07-21

VONV VANGUARD SCOTTSDALE FDS4.3K shares-1.54%2026-06-302026-07-21

IJH ISHARES TR5.9K shares-3.22%2026-06-302026-07-21

FOCT FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2026-06-302026-07-21

GOOGL ALPHABET INC1.2K shares37.04%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC859 shares9.29%2026-06-302026-07-21

Sponsored

VNQ VANGUARD INDEX FDS4.2K shares0.05%2026-06-302026-07-21

IWD ISHARES TR1.6K shares0.31%2026-06-302026-07-21

FNDF SCHWAB STRATEGIC TR7.4K shares1346.78%2026-06-302026-07-21

ARM ARM HOLDINGS PLC991 shares0.00%2026-06-302026-07-21

GE GE AEROSPACE881 shares0.11%2026-06-302026-07-21

SPDR SERIES TRUST SPDR SERIES TRUST3.6K shares-39.28%2026-06-302026-07-21

NRG NRG ENERGY INC2.1K shares-17.55%2026-06-302026-07-21

QLD PROSHARES TR3.1K shares0.06%2026-06-302026-07-21

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD14.7K shares-20.94%2026-06-302026-07-21

IJT ISHARES TR1.6K shares6.10%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO859 shares0.47%2026-06-302026-07-21

SLV ISHARES SILVER TR5.2K shares0.00%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP2.0K shares1.73%2026-06-302026-07-21

IJK ISHARES TR2.3K shares-4.07%2026-06-302026-07-21

CI THE CIGNA GROUP901 shares0.56%2026-06-302026-07-21

DHI D R HORTON INC1.4K shares0.07%2026-06-302026-07-21

Sponsored

IWO ISHARES TR576 shares0.17%2026-06-302026-07-21

ORACLE CORP ORACLE CORP1.4K shares0.28%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS754 shares0.53%2026-06-302026-07-21

LLY ELI LILLY & CO176 shares0.00%2026-06-302026-07-21

CARR CARRIER GLOBAL CORPORATION2.7K shares0.37%2026-06-302026-07-21

MS MORGAN STANLEY915 shares0.55%2026-06-302026-07-21

SSO PROSHARES TR2.8K shares0.14%2026-06-302026-07-21

GLD SPDR GOLD TR500 shares2.67%2026-06-302026-07-21

Sponsored

XLE SELECT SECTOR SPDR TR3.3K shares-1.87%2026-06-302026-07-21

EFA ISHARES TR1.7K shares1.57%2026-06-302026-07-21

IYE ISHARES TR3.1K shares-17.14%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T815 shares-1.33%2026-06-302026-07-21

IJS ISHARES TR1.3K shares0.40%2026-06-302026-07-21

APPLOVIN CORP APPLOVIN CORP322 shares0.00%2026-06-302026-07-21

CLOUDFLARE INC CLOUDFLARE INC670 shares0.00%2026-06-302026-07-21

IWB ISHARES TR385 shares0.00%2026-06-302026-07-21

Sponsored

APPLIED MATLS INC APPLIED MATLS INC214 shares0.00%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC840 shares0.96%2026-06-302026-07-21

WMT WALMART INC1.3K shares0.45%2026-06-302026-07-21

SRCE 1ST SOURCE CORP1.8K shares-37.22%2026-06-302026-07-21

DVY ISHARES TR894 shares0.79%2026-06-302026-07-21

XT ISHARES TR1.6K shares0.45%2026-06-302026-07-21

XLK SELECT SECTOR SPDR TR666 shares0.15%2026-06-302026-07-21

IVE ISHARES TR557 shares0.36%2026-06-302026-07-21

Sponsored

AXON AXON ENTERPRISE INC219 shares-23.43%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC106 shares0.00%2026-06-302026-07-21

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC361 shares0.28%2026-06-302026-07-21

TJX TJX COS INC NEW785 shares0.26%2026-06-302026-07-21

EW EDWARDS LIFESCIENCES CORP1.2K shares0.00%2026-06-302026-07-21

WFC WELLS FARGO & CO1.3K shares0.40%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR3.1K shares0.78%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC229 shares0.88%2026-06-302026-07-21

Sponsored

IJJ ISHARES TR632 shares0.32%2026-06-302026-07-21

CRM SALESFORCE INC596 shares1.88%2026-06-302026-07-21

IYY ISHARES TR511 shares0.20%2026-06-302026-07-21

HD HOME DEPOT INC261 shares0.38%2026-06-302026-07-21

INTC INTEL CORP659 shares17.89%2026-06-302026-07-21

SERVICENOW INC SERVICENOW INC921 shares-14.72%2026-06-302026-07-21

KO COCA COLA CO1.1K shares0.09%2026-06-302026-07-21

PH PARKER-HANNIFIN CORP88 shares1.15%2026-06-302026-07-21

Sponsored

VBR VANGUARD INDEX FDS350 shares6.71%2026-06-302026-07-21

FIX COMFORT SYS USA INC42 shares0.00%2026-06-302026-07-21

BA BOEING CO367 shares0.00%2026-06-302026-07-21

ETN EATON CORP PLC181 shares24.83%2026-06-302026-07-21

IVW ISHARES TR548 shares-7.28%2026-06-302026-07-21

ISRG INTUITIVE SURGICAL INC188 shares-4.57%2026-06-302026-07-21

COF CAPITAL ONE FINL CORP360 shares0.56%2026-06-302026-07-21

MDYG SPDR SERIES TRUST643 shares0.16%2026-06-302026-07-21

Sponsored

CVS CVS HEALTH CORP668 shares0.60%2026-06-302026-07-21

CPRX CATALYST PHARMACEUTICALS INC2.1K shares0.00%2026-06-302026-07-21

HIG HARTFORD INSURANCE GROUP INC499 shares0.40%2026-06-302026-07-21

NANR SPDR INDEX SHS FDS870 shares0.81%2026-06-302026-07-21

VRT VERTIV HOLDINGS CO188 shares0.00%2026-06-302026-07-21

ADI ANALOG DEVICES INC158 shares0.64%2026-06-302026-07-21

SDY SPDR SERIES TRUST405 shares0.50%2026-06-302026-07-21

RPG INVESCO EXCHANGE TRADED FD T939 shares0.11%2026-06-302026-07-21

Sponsored

SCHW SCHWAB CHARLES CORP627 shares0.32%2026-06-302026-07-21

IXUS ISHARES TR586 shares1.38%2026-06-302026-07-21

CORTEVA INC CORTEVA INC657 shares0.31%2026-06-302026-07-21

PEG PUBLIC SVC ENTERPRISE GROUP676 shares0.15%2026-06-302026-07-21

RSG REPUBLIC SVCS INC257 shares0.39%2026-06-302026-07-21

CHUBB LIMITED CHUBB LIMITED158 shares0.00%2026-06-302026-07-21

IVOO VANGUARD ADMIRAL FDS INC400 shares0.00%2026-06-302026-07-21

XLV SELECT SECTOR SPDR TR327 shares0.31%2026-06-302026-07-21

Sponsored

IAU ISHARES GOLD TR675 shares0.00%2026-06-302026-07-21

OTIS OTIS WORLDWIDE CORP708 shares0.71%2026-06-302026-07-21

XHB SPDR SERIES TRUST438 shares0.23%2026-06-302026-07-21

ADC AGREE RLTY CORP667 shares1.06%2026-06-302026-07-21

PGR PROGRESSIVE CORP215 shares0.00%2026-06-302026-07-21

VISA INC VISA INC134 shares-27.17%2026-06-302026-07-21

MGV VANGUARD WORLD FD277 shares0.36%2026-06-302026-07-21

MCD MCDONALDS CORP165 shares0.61%2026-06-302026-07-21

Sponsored

AXP AMERICAN EXPRESS CO131 shares0.00%2026-06-302026-07-21

COP CONOCOPHILLIPS418 shares0.72%2026-06-302026-07-21

BLK BLACKROCK INC45 shares0.00%2026-06-302026-07-21

WMB WILLIAMS COS INC578 shares0.70%2026-06-302026-07-21

DSI ISHARES TR301 shares0.33%2026-06-302026-07-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND344 shares-9.71%2026-06-302026-07-21

AGNC INVT CORP AGNC INVT CORP3.8K shares3.49%2026-06-302026-07-21

FLNG FLEX LNG LTD1.5K shares2.41%2026-06-302026-07-21

Sponsored

CISCO SYS INC CISCO SYS INC353 shares0.28%2026-06-302026-07-21

ET ENERGY TRANSFER L P2.1K shares1.69%2026-06-302026-07-21

TDG TRANSDIGM GROUP INC30 shares0.00%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS104 shares766.67%2026-06-302026-07-21

NSC NORFOLK SOUTHN CORP116 shares0.00%2026-06-302026-07-21

FREEPORT MCMORAN INC FREEPORT MCMORAN INC582 shares0.17%2026-06-302026-07-21

PNC PNC FINL SVCS GROUP INC148 shares0.68%2026-06-302026-07-21

GD GENERAL DYNAMICS CORP97 shares0.00%2026-06-302026-07-21

Sponsored

DOV DOVER CORP151 shares0.00%2026-06-302026-07-21

ITOT ISHARES TR206 shares0.49%2026-06-302026-07-21

BANR BANNER CORP500 shares0.81%2026-06-302026-07-21

FTEC FIDELITY COVINGTON TRUST114 shares0.00%2026-06-302026-07-21

CME CME GROUP INC147 shares0.68%2026-06-302026-07-21

SPYG SPDR SERIES TRUST271 shares0.00%2026-06-302026-07-21

QUAL ISHARES TR145 shares0.69%2026-06-302026-07-21

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.348 shares0.58%2026-06-302026-07-21

Sponsored

USB US BANCORP525 shares0.96%2026-06-302026-07-21

BP BP PLC845 shares1.32%2026-06-302026-07-21

IUSG ISHARES TR166 shares0.61%2026-06-302026-07-21

SCHB SCHWAB STRATEGIC TR1.1K shares0.28%2026-06-302026-07-21

NVDL GRANITESHARES ETF TR1.0K shares200.00%2026-06-302026-07-21

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP180 sharesnew addition2026-06-302026-07-21

DHR DANAHER CORP DEL160 shares0.63%2026-06-302026-07-21

VLO VALERO ENERGY CORP114 shares0.88%2026-06-302026-07-21

Sponsored

NVO NOVO-NORDISK A S617 shares2.32%2026-06-302026-07-21

AJG GALLAGHER ARTHUR J & CO126 shares0.00%2026-06-302026-07-21

SUSA ISHARES TR186 shares0.00%2026-06-302026-07-21

IJR ISHARES TR192 shares0.00%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC322 shares0.63%2026-06-302026-07-21

Q QNITY ELECTRONICS INC170 shares0.00%2026-06-302026-07-21

VGK VANGUARD INTL EQUITY INDEX F312 shares1.30%2026-06-302026-07-21

IYF ISHARES TR216 shares0.00%2026-06-302026-07-21

Sponsored

EOG EOG RES INC212 shares0.95%2026-06-302026-07-21

STRV EA SERIES TRUST566 shares0.18%2026-06-302026-07-21

PAA PLAINS ALL AMERN PIPELINE L1.2K shares1.91%2026-06-302026-07-21

UL UNILEVER PLC450 shares1.81%2026-06-302026-07-21

MO ALTRIA GROUP INC370 shares1.37%2026-06-302026-07-21

IYK ISHARES TR365 shares0.55%2026-06-302026-07-21

XLC SELECT SECTOR SPDR TR247 shares0.00%2026-06-302026-07-21

ASML ASML HLDG NV13 shares0.00%2026-06-302026-07-21

Sponsored

RWK INVESCO EXCH TRADED FD TR II178 shares0.56%2026-06-302026-07-21

PTIR GRANITESHARES ETF TR2.8K shares-9.83%2026-06-302026-07-21

AAPU DIREXION SHARES ETF TRUST738 shares0.14%2026-06-302026-07-21

CLS CELESTICA INC69 shares21.05%2026-06-302026-07-21

ABBVIE INC ABBVIE INC100 shares0.00%2026-06-302026-07-21

TXN TEXAS INSTRS INC83 shares0.00%2026-06-302026-07-21

SOXX ISHARES TR36 shares0.00%2026-06-302026-07-21

HOOG THEMES ETF TR756 shares0.00%2026-06-302026-07-21

Sponsored

MAR MARRIOTT INTL INC NEW61 shares0.00%2026-06-302026-07-21

NOC NORTHROP GRUMMAN CORP44 shares0.00%2026-06-302026-07-21

CNBS AMPLIFY ETF TR766 shares0.00%2026-06-302026-07-21

SHLD GLOBAL X FDS370 shares0.00%2026-06-302026-07-21

LNG CHENIERE ENERGY INC91 shares0.00%2026-06-302026-07-21

FSK FS KKR CAP CORP2.0K shares-74.83%2026-06-302026-07-21

VOT VANGUARD INDEX FDS67 shares0.00%2026-06-302026-07-21

MCHI ISHARES TR395 shares0.51%2026-06-302026-07-21

Sponsored

MET METLIFE INC234 shares0.86%2026-06-302026-07-21

EGP EASTGROUP PPTYS INC96 shares1.05%2026-06-302026-07-21

ITA ISHARES TR78 shares0.00%2026-06-302026-07-21

3M CO 3M CO114 shares0.00%2026-06-302026-07-21

AN AUTONATION INC97 shares0.00%2026-06-302026-07-21

BMNR BITMINE IMMERSION TECHS INC1.3K shares27.38%2026-06-302026-07-21

ASTS AST SPACEMOBILE INC200 shares0.00%2026-06-302026-07-21

COR CENCORA INC62 shares0.00%2026-06-302026-07-21

Sponsored

LOPE GRAND CANYON ED INC121 shares-38.58%2026-06-302026-07-21

FSSL FS SPECIALTY LENDING FD1.5K shares3.62%2026-06-302026-07-21

NUE NUCOR CORP76 shares1.33%2026-06-302026-07-21

LOW LOWES COS INC76 shares0.00%2026-06-302026-07-21

LUV SOUTHWEST AIRLS CO313 shares0.32%2026-06-302026-07-21

IBIT ISHARES BITCOIN TRUST ETF480 shares0.00%2026-06-302026-07-21

VST VISTRA CORP101 shares0.00%2026-06-302026-07-21

LIN LINDE PLC30 shares0.00%2026-06-302026-07-21

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC115 sharesnew addition2026-06-302026-07-21

SOUTHERN CO SOUTHERN CO158 shares1.28%2026-06-302026-07-21

IWN ISHARES TR67 shares0.00%2026-06-302026-07-21

XME SPDR SERIES TRUST138 shares0.00%2026-06-302026-07-21

RGR STURM RUGER & CO INC374 shares0.27%2026-06-302026-07-21

ES EVERSOURCE ENERGY194 shares1.04%2026-06-302026-07-21

AWK AMERICAN WTR WKS CO INC NEW106 shares0.95%2026-06-302026-07-21

SPG SIMON PPTY GROUP INC NEW62 shares1.64%2026-06-302026-07-21

Sponsored

NETFLIX INC. NETFLIX INC.190 shares-0.52%2026-06-302026-07-21

B BARRICK MNG CORP364 shares0.28%2026-06-302026-07-21

AMT AMERICAN TOWER CORP80 shares1.27%2026-06-302026-07-21

CRBN ISHARES TR51 shares2.00%2026-06-302026-07-21

SNDA SONIDA SENIOR LIVING INC313 shares0.00%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS175 shares0.57%2026-06-302026-07-21

MDLZ MONDELEZ INTL INC215 shares0.47%2026-06-302026-07-21

AEM AGNICO EAGLE MINES LTD80 shares0.00%2026-06-302026-07-21

Sponsored

S&P GLOBAL INC S&P GLOBAL INC30 shares-30.23%2026-06-302026-07-21

ACUITY INC ACUITY INC32 shares0.00%2026-06-302026-07-21

VBK VANGUARD INDEX FDS32 shares0.00%2026-06-302026-07-21

VXUS VANGUARD STAR FDS135 sharesnew addition2026-06-302026-07-21

VTR VENTAS INC124 shares0.00%2026-06-302026-07-21

BITX VOLATILITY SHS TR1.1K shares49.09%2026-06-302026-07-21

RXRX RECURSION PHARMACEUTICALS IN3.0K shares0.00%2026-06-302026-07-21

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS89 shares0.00%2026-06-302026-07-21

Sponsored

RDIV INVESCO EXCH TRADED FD TR II184 shares48.39%2026-06-302026-07-21

VICI VICI PPTYS INC396 shares1.54%2026-06-302026-07-21

AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC572 shares0.00%2026-06-302026-07-21

VLTO VERALTO CORP115 shares0.00%2026-06-302026-07-21

GBTC GRAYSCALE BITCOIN TRUST ETF224 shares0.00%2026-06-302026-07-21

BND VANGUARD BD INDEX FDS136 shares0.74%2026-06-302026-07-21

IWV ISHARES TR23 shares4.55%2026-06-302026-07-21

ETHE GRAYSCALE ETHEREUM STAKING E724 shares0.42%2026-06-302026-07-21

Sponsored

ABT ABBOTT LABORATORIES100 shares0.00%2026-06-302026-07-21

SCHG SCHWAB STRATEGIC TR251 shares0.00%2026-06-302026-07-21

ETHA ISHARES ETHEREUM TR684 shares0.00%2026-06-302026-07-21

MCK MCKESSON CORP10 shares0.00%2026-06-302026-07-21

EXE EXPAND ENERGY CORPORATION83 shares1.22%2026-06-302026-07-21

VB VANGUARD INDEX FDS24 shares0.00%2026-06-302026-07-21

TENB TENABLE HLDGS INC200 shares0.00%2026-06-302026-07-21

BK BANK OF NY MELLON CORP50 sharesnew addition2026-06-302026-07-21

Sponsored

JPST J P MORGAN EXCHANGE TRADED F141 shares-10.19%2026-06-302026-07-21

VGT VANGUARD WORLD FD57 shares714.29%2026-06-302026-07-21

PEP PEPSICO INC50 shares0.00%2026-06-302026-07-21

WSO WATSCO INC16 shares0.00%2026-06-302026-07-21

AVL DIREXION SHARES ETF TRUST147 shares0.00%2026-06-302026-07-21

BITO PROSHARES TR812 shares0.37%2026-06-302026-07-21

QQEW FIRST TR EXCHANGE-TRADED FD40 shares0.00%2026-06-302026-07-21

RR RICHTECH ROBOTICS INC3.0K shares50.00%2026-06-302026-07-21

Sponsored

PG PROCTER & GAMBLE CO42 shares0.00%2026-06-302026-07-21

CGNT COGNYTE SOFTWARE LTD666 shares0.00%2026-06-302026-07-21

ADVISORSHARES TR ADVISORSHARES TR1.1K shares0.00%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED11 shares0.00%2026-06-302026-07-21

IYG ISHARES TR61 shares0.00%2026-06-302026-07-21

ENB ENBRIDGE INC100 sharesnew addition2026-06-302026-07-21

IUSV ISHARES TR46 shares2.22%2026-06-302026-07-21

MGM MGM RESORTS INTERNATIONAL100 shares0.00%2026-06-302026-07-21

Sponsored

SAP SAP SE31 shares3.33%2026-06-302026-07-21

STOK STOKE THERAPEUTICS INC144 shares0.00%2026-06-302026-07-21

SYK STRYKER CORPORATION15 shares0.00%2026-06-302026-07-21

DIS DISNEY WALT CO47 shares0.00%2026-06-302026-07-21

XRPC CANARY XRP ETF396 shares0.00%2026-06-302026-07-21

IBRX IMMUNITYBIO INC500 shares0.00%2026-06-302026-07-21

USMV ISHARES TR44 shares0.00%2026-06-302026-07-21

ARK ETF TR ARK ETF TR107 shares0.00%2026-06-302026-07-21

Sponsored

QCOM QUALCOMM INC22 shares0.00%2026-06-302026-07-21

CRWV COREWEAVE INC40 shares0.00%2026-06-302026-07-21

ORLY OREILLY AUTOMOTIVE INC42 shares0.00%2026-06-302026-07-21

COIN COINBASE GLOBAL INC26 shares-65.33%2026-06-302026-07-21

IDU ISHARES TR33 shares3.13%2026-06-302026-07-21

CMG CHIPOTLE MEXICAN GRILL INC100 shares0.00%2026-06-302026-07-21

CEG CONSTELLATION ENERGY CORP13 shares0.00%2026-06-302026-07-21

FTV FORTIVE CORP52 shares0.00%2026-06-302026-07-21

Sponsored

WSM WILLIAMS SONOMA INC13 shares0.00%2026-06-302026-07-21

BBAI BIGBEAR AI HLDGS INC819 shares0.00%2026-06-302026-07-21

CCL CARNIVAL CORP LTD100 sharesnew addition2026-06-302026-07-21

SPHD INVESCO EXCH TRADED FD TR II42 shares2.44%2026-06-302026-07-21

WDAY WORKDAY INC17 shares0.00%2026-06-302026-07-21

PANW PALO ALTO NETWORKS INC6 shares0.00%2026-06-302026-07-21

ROK ROCKWELL AUTOMATION INC4 shares0.00%2026-06-302026-07-21

BOTZ GLOBAL X FDS49 shares0.00%2026-06-302026-07-21

Sponsored

SBUX STARBUCKS CORP17 shares-26.09%2026-06-302026-07-21

MICC MAGNUM ICE CREAM CO NV99 shares0.00%2026-06-302026-07-21

ESGE ISHARES INC27 shares0.00%2026-06-302026-07-21

DGS WISDOMTREE TR21 shares0.00%2026-06-302026-07-21

ESGV VANGUARD WORLD FD10 shares0.00%2026-06-302026-07-21

EMB ISHARES TR13 shares0.00%2026-06-302026-07-21

RAL RALLIANT CORP17 shares0.00%2026-06-302026-07-21

QQQM INVESCO EXCH TRADED FD TR II4 shares100.00%2026-06-302026-07-21

Sponsored

ESGU ISHARES TR7 shares0.00%2026-06-302026-07-21

BTC GRAYSCALE BITCOIN MINI TR ET44 shares0.00%2026-06-302026-07-21

NIO INC NIO INC207 shares0.00%2026-06-302026-07-21

CHEWY INC CHEWY INC50 shares0.00%2026-06-302026-07-21

QQQJ INVESCO EXCH TRADED FD TR II18 shares0.00%2026-06-302026-07-21

NNOX NANO X IMAGING LTD534 shares0.00%2026-06-302026-07-21

VNT VONTIER CORPORATION20 shares0.00%2026-06-302026-07-21

MJ AMPLIFY ETF TR21 shares0.00%2026-06-302026-07-21

Sponsored

GGN GAMCO GLOBAL GOLD NAT RES &105 shares1.94%2026-06-302026-07-21

NVAX NOVAVAX INC49 shares0.00%2026-06-302026-07-21

HONEYWELL INTL INC HONEYWELL INTL INC2 sharesnew addition2026-06-302026-07-21

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2 sharesnew addition2026-06-302026-07-21

NACP TIDAL TRUST III7 shares0.00%2026-06-302026-07-21

ARK ETF TR ARK ETF TR3 shares0.00%2026-06-302026-07-21

MOS MOSAIC CO18 shares0.00%2026-06-302026-07-21

VOTE TCW ETF TRUST4 shares0.00%2026-06-302026-07-21

Sponsored

SHE SPDR SERIES TRUST2 shares0.00%2026-06-302026-07-21

GPRO GOPRO INC400 shares0.00%2026-06-302026-07-21

ASTRAZENECA PLC ASTRAZENECA PLC2 shares0.00%2026-06-302026-07-21

LUMN LUMEN TECHNOLOGIES INC29 shares0.00%2026-06-302026-07-21

MTRN MATERION CORP1 shares0.00%2026-06-302026-07-21

PFE PFIZER INC7 shares0.00%2026-06-302026-07-21

ESML ISHARES TR3 shares0.00%2026-06-302026-07-21

ARK ETF TR ARK ETF TR2 shares0.00%2026-06-302026-07-21

Sponsored

AVY AVERY DENNISON CORP1 shares0.00%2026-06-302026-07-21

CGC CANOPY GROWTH CORPORATION114 shares0.00%2026-06-302026-07-21

WELL WELLTOWER INCN/A sharesnew addition2026-06-302026-07-21

SOLS SOLSTICE ADVANCED MATLS INC1 shares0.00%2026-06-302026-07-21

XLI SELECT SECTOR SPDR TRN/A sharesnew addition2026-06-302026-07-21

MRK MERCK & CO INC1 shares0.00%2026-06-302026-07-21

APH AMPHENOL CORPN/A sharesnew addition2026-06-302026-07-21

EBAY EBAY INC.1 shares0.00%2026-06-302026-07-21

Sponsored

NEM NEWMONT CORP1 shares0.00%2026-06-302026-07-21

XLB SELECT SECTOR SPDR TR1 shares0.00%2026-06-302026-07-21

URI UNITED RENTALS INCN/A sharesSold all2026-06-302026-07-21

DJT TRUMP MEDIA & TECHNOLOGY GRO6 shares0.00%2026-06-302026-07-21

IYJ ISHARES TRN/A sharesnew addition2026-06-302026-07-21

BMY BRISTOL-MYERS SQUIBB CO1 shares0.00%2026-06-302026-07-21

MFA MFA FINL INC3 shares0.00%2026-06-302026-07-21

SPCE VIRGIN GALACTIC HOLDINGS INC10 shares0.00%2026-06-302026-07-21

Sponsored

ALTO ALTO INGREDIENTS INC4 shares0.00%2026-06-302026-07-21

IDRV ISHARES TRN/A sharesnew addition2026-06-302026-07-21

T AT&T INCN/A sharesnew addition2026-06-302026-07-21

QQQ

INVESCO QQQ TR

2.62%

Shares53.3K

Event2026-06-30

Filed2026-07-21

ISHARES TR

4.24%

Shares43.9K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

0.96%

Shares77.3K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-1.99%

Shares24.1K

Event2026-06-30

Filed2026-07-21

HOOD

ROBINHOOD MKTS INC

-7.60%

Shares38.0K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.74%

Shares7.2K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-2.98%

Shares8.3K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

-11.04%

Shares25.7K

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD WORLD FD

395.94%

Shares32.3K

Event2026-06-30

Filed2026-07-21

MDY

STATE STR SPDR S&P MIDCAP 40

-1.39%

Shares3.8K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

0.37%

Shares2.7K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-0.51%

Shares2.9K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

2.03%

Shares8.8K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

166.29%

Shares5.4K

Event2026-06-30

Filed2026-07-21

DIA

STATE STR SPDR DOW JONES IND

-0.11%

Shares2.7K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

38.44%

Shares1.1K

Event2026-06-30

Filed2026-07-21

HWM

HOWMET AEROSPACE INC

41.54%

Shares3.9K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

52.96%

Shares2.7K

Event2026-06-30

Filed2026-07-21

BSCS

INVESCO EXCH TRD SLF IDX FD

-8.70%

Shares47.8K

Event2026-06-30

Filed2026-07-21

BTCW

WISDOMTREE BITCOIN FD

0.20%

Shares15.6K

Event2026-06-30

Filed2026-07-21

XBI

SPDR SERIES TRUST

2422.12%

Shares5.2K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

291.10%

Shares747

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

329.19%

Shares6.0K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

0.40%

Shares3.0K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

0.44%

Shares12.1K

Event2026-06-30

Filed2026-07-21

BSCQ

INVESCO EXCH TRD SLF IDX FD

1.00%

Shares33.4K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

0.41%

Shares3.4K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

-0.59%

Shares1.5K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-5.14%

Shares1.1K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

39.50%

Shares1.6K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

13.98%

Shares799

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

88.51%

Shares443

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

490.55%

Shares5.6K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares820

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

-25.38%

Shares8.6K

Event2026-06-30

Filed2026-07-21

VONV

VANGUARD SCOTTSDALE FDS

-1.54%

Shares4.3K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

-3.22%

Shares5.9K

Event2026-06-30

Filed2026-07-21

FOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

37.04%

Shares1.2K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.29%

Shares859

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

0.05%

Shares4.2K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

0.31%

Shares1.6K

Event2026-06-30

Filed2026-07-21

FNDF

SCHWAB STRATEGIC TR

1346.78%

Shares7.4K

Event2026-06-30

Filed2026-07-21

ARM

ARM HOLDINGS PLC

0.00%

Shares991

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

0.11%

Shares881

Event2026-06-30

Filed2026-07-21

SPDR SERIES TRUST

-39.28%

Shares3.6K

Event2026-06-30

Filed2026-07-21

NRG

NRG ENERGY INC

-17.55%

Shares2.1K

Event2026-06-30

Filed2026-07-21

QLD

PROSHARES TR

0.06%

Shares3.1K

Event2026-06-30

Filed2026-07-21

BSCR

INVESCO EXCH TRD SLF IDX FD

-20.94%

Shares14.7K

Event2026-06-30

Filed2026-07-21

IJT

ISHARES TR

6.10%

Shares1.6K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

0.47%

Shares859

Event2026-06-30

Filed2026-07-21

SLV

ISHARES SILVER TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

1.73%

Shares2.0K

Event2026-06-30

Filed2026-07-21

IJK

ISHARES TR

-4.07%

Shares2.3K

Event2026-06-30

Filed2026-07-21

THE CIGNA GROUP

0.56%

Shares901

Event2026-06-30

Filed2026-07-21

DHI

D R HORTON INC

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-21

IWO

ISHARES TR

0.17%

Shares576

Event2026-06-30

Filed2026-07-21

ORACLE CORP

0.28%

Shares1.4K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

0.53%

Shares754

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

0.00%

Shares176

Event2026-06-30

Filed2026-07-21

CARR

CARRIER GLOBAL CORPORATION

0.37%

Shares2.7K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

0.55%

Shares915

Event2026-06-30

Filed2026-07-21

SSO

PROSHARES TR

0.14%

Shares2.8K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

2.67%

Shares500

Event2026-06-30

Filed2026-07-21

XLE

SELECT SECTOR SPDR TR

-1.87%

Shares3.3K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES TR

1.57%

Shares1.7K

Event2026-06-30

Filed2026-07-21

IYE

ISHARES TR

-17.14%

Shares3.1K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

-1.33%

Shares815

Event2026-06-30

Filed2026-07-21

IJS

ISHARES TR

0.40%

Shares1.3K

Event2026-06-30

Filed2026-07-21

APPLOVIN CORP

0.00%

Shares322

Event2026-06-30

Filed2026-07-21

CLOUDFLARE INC

0.00%

Shares670

Event2026-06-30

Filed2026-07-21

IWB

ISHARES TR

0.00%

Shares385

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

0.00%

Shares214

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

0.96%

Shares840

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

0.45%

Shares1.3K

Event2026-06-30

Filed2026-07-21

SRCE

1ST SOURCE CORP

-37.22%

Shares1.8K

Event2026-06-30

Filed2026-07-21

DVY

ISHARES TR

0.79%

Shares894

Event2026-06-30

Filed2026-07-21

ISHARES TR

0.45%

Shares1.6K

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

0.15%

Shares666

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR

0.36%

Shares557

Event2026-06-30

Filed2026-07-21

AXON

AXON ENTERPRISE INC

-23.43%

Shares219

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

0.00%

Shares106

Event2026-06-30

Filed2026-07-21

TRAVELERS COMPANIES INC

0.28%

Shares361

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

0.26%

Shares785

Event2026-06-30

Filed2026-07-21

EDWARDS LIFESCIENCES CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

0.40%

Shares1.3K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

0.78%

Shares3.1K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

0.88%

Shares229

Event2026-06-30

Filed2026-07-21

IJJ

ISHARES TR

0.32%

Shares632

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

1.88%

Shares596

Event2026-06-30

Filed2026-07-21

IYY

ISHARES TR

0.20%

Shares511

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

0.38%

Shares261

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

17.89%

Shares659

Event2026-06-30

Filed2026-07-21

SERVICENOW INC

-14.72%

Shares921

Event2026-06-30

Filed2026-07-21

COCA COLA CO

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

1.15%

Shares88

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD INDEX FDS

6.71%

Shares350

Event2026-06-30

Filed2026-07-21

FIX

COMFORT SYS USA INC

0.00%

Shares42

Event2026-06-30

Filed2026-07-21

BOEING CO

0.00%

Shares367

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

24.83%

Shares181

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

-7.28%

Shares548

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

-4.57%

Shares188

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

0.56%

Shares360

Event2026-06-30

Filed2026-07-21

MDYG

SPDR SERIES TRUST

0.16%

Shares643

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH CORP

0.60%

Shares668

Event2026-06-30

Filed2026-07-21

CPRX

CATALYST PHARMACEUTICALS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

HIG

HARTFORD INSURANCE GROUP INC

0.40%

Shares499

Event2026-06-30

Filed2026-07-21

NANR

SPDR INDEX SHS FDS

0.81%

Shares870

Event2026-06-30

Filed2026-07-21

VRT

VERTIV HOLDINGS CO

0.00%

Shares188

Event2026-06-30

Filed2026-07-21

ADI

ANALOG DEVICES INC

0.64%

Shares158

Event2026-06-30

Filed2026-07-21

SDY

SPDR SERIES TRUST

0.50%

Shares405

Event2026-06-30

Filed2026-07-21

RPG

INVESCO EXCHANGE TRADED FD T

0.11%

Shares939

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP

0.32%

Shares627

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES TR

1.38%

Shares586

Event2026-06-30

Filed2026-07-21

CORTEVA INC

0.31%

Shares657

Event2026-06-30

Filed2026-07-21

PEG

PUBLIC SVC ENTERPRISE GROUP

0.15%

Shares676

Event2026-06-30

Filed2026-07-21

RSG

REPUBLIC SVCS INC

0.39%

Shares257

Event2026-06-30

Filed2026-07-21

CHUBB LIMITED

0.00%

Shares158

Event2026-06-30

Filed2026-07-21

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-21

XLV

SELECT SECTOR SPDR TR

0.31%

Shares327

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

0.00%

Shares675

Event2026-06-30

Filed2026-07-21

OTIS

OTIS WORLDWIDE CORP

0.71%

Shares708

Event2026-06-30

Filed2026-07-21

XHB

SPDR SERIES TRUST

0.23%

Shares438

Event2026-06-30

Filed2026-07-21

ADC

AGREE RLTY CORP

1.06%

Shares667

Event2026-06-30

Filed2026-07-21

PGR

PROGRESSIVE CORP

0.00%

Shares215

Event2026-06-30

Filed2026-07-21

VISA INC

-27.17%

Shares134

Event2026-06-30

Filed2026-07-21

MGV

VANGUARD WORLD FD

0.36%

Shares277

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

0.61%

Shares165

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

0.00%

Shares131

Event2026-06-30

Filed2026-07-21

COP

CONOCOPHILLIPS

0.72%

Shares418

Event2026-06-30

Filed2026-07-21

BLK

BLACKROCK INC

0.00%

Shares45

Event2026-06-30

Filed2026-07-21

WMB

WILLIAMS COS INC

0.70%

Shares578

Event2026-06-30

Filed2026-07-21

DSI

ISHARES TR

0.33%

Shares301

Event2026-06-30

Filed2026-07-21

ACCENTURE PLC IRELAND

-9.71%

Shares344

Event2026-06-30

Filed2026-07-21

AGNC INVT CORP

3.49%

Shares3.8K

Event2026-06-30

Filed2026-07-21

FLNG

FLEX LNG LTD

2.41%

Shares1.5K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

0.28%

Shares353

Event2026-06-30

Filed2026-07-21

ENERGY TRANSFER L P

1.69%

Shares2.1K

Event2026-06-30

Filed2026-07-21

TDG

TRANSDIGM GROUP INC

0.00%

Shares30

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

766.67%

Shares104

Event2026-06-30

Filed2026-07-21

NSC

NORFOLK SOUTHN CORP

0.00%

Shares116

Event2026-06-30

Filed2026-07-21

FREEPORT MCMORAN INC

0.17%

Shares582

Event2026-06-30

Filed2026-07-21

PNC

PNC FINL SVCS GROUP INC

0.68%

Shares148

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

0.00%

Shares97

Event2026-06-30

Filed2026-07-21

DOV

DOVER CORP

0.00%

Shares151

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR

0.49%

Shares206

Event2026-06-30

Filed2026-07-21

BANR

BANNER CORP

0.81%

Shares500

Event2026-06-30

Filed2026-07-21

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares114

Event2026-06-30

Filed2026-07-21

CME

CME GROUP INC

0.68%

Shares147

Event2026-06-30

Filed2026-07-21

SPYG

SPDR SERIES TRUST

0.00%

Shares271

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

0.69%

Shares145

Event2026-06-30

Filed2026-07-21

MICROCHIP TECHNOLOGY INC.

0.58%

Shares348

Event2026-06-30

Filed2026-07-21

USB

US BANCORP

0.96%

Shares525

Event2026-06-30

Filed2026-07-21

BP PLC

1.32%

Shares845

Event2026-06-30

Filed2026-07-21

IUSG

ISHARES TR

0.61%

Shares166

Event2026-06-30

Filed2026-07-21

SCHB

SCHWAB STRATEGIC TR

0.28%

Shares1.1K

Event2026-06-30

Filed2026-07-21

NVDL

GRANITESHARES ETF TR

200.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

SPACE EXPLORATION TECHN CORP

New

Shares180

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL

0.63%

Shares160

Event2026-06-30

Filed2026-07-21

VLO

VALERO ENERGY CORP

0.88%

Shares114

Event2026-06-30

Filed2026-07-21

NVO

NOVO-NORDISK A S

2.32%

Shares617

Event2026-06-30

Filed2026-07-21

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares126

Event2026-06-30

Filed2026-07-21

SUSA

ISHARES TR

0.00%

Shares186

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

0.00%

Shares192

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

0.63%

Shares322

Event2026-06-30

Filed2026-07-21

QNITY ELECTRONICS INC

0.00%

Shares170

Event2026-06-30

Filed2026-07-21

VGK

VANGUARD INTL EQUITY INDEX F

1.30%

Shares312

Event2026-06-30

Filed2026-07-21

IYF

ISHARES TR

0.00%

Shares216

Event2026-06-30

Filed2026-07-21

EOG

EOG RES INC

0.95%

Shares212

Event2026-06-30

Filed2026-07-21

STRV

EA SERIES TRUST

0.18%

Shares566

Event2026-06-30

Filed2026-07-21

PAA

PLAINS ALL AMERN PIPELINE L

1.91%

Shares1.2K

Event2026-06-30

Filed2026-07-21

UNILEVER PLC

1.81%

Shares450

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

1.37%

Shares370

Event2026-06-30

Filed2026-07-21

IYK

ISHARES TR

0.55%

Shares365

Event2026-06-30

Filed2026-07-21

XLC

SELECT SECTOR SPDR TR

0.00%

Shares247

Event2026-06-30

Filed2026-07-21

ASML

ASML HLDG NV

0.00%

Shares13

Event2026-06-30

Filed2026-07-21

RWK

INVESCO EXCH TRADED FD TR II

0.56%

Shares178

Event2026-06-30

Filed2026-07-21

PTIR

GRANITESHARES ETF TR

-9.83%

Shares2.8K

Event2026-06-30

Filed2026-07-21

AAPU

DIREXION SHARES ETF TRUST

0.14%

Shares738

Event2026-06-30

Filed2026-07-21

CLS

CELESTICA INC

21.05%

Shares69

Event2026-06-30

Filed2026-07-21

ABBVIE INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

0.00%

Shares83

Event2026-06-30

Filed2026-07-21

SOXX

ISHARES TR

0.00%

Shares36

Event2026-06-30

Filed2026-07-21

HOOG

THEMES ETF TR

0.00%

Shares756

Event2026-06-30

Filed2026-07-21

MAR

MARRIOTT INTL INC NEW

0.00%

Shares61

Event2026-06-30

Filed2026-07-21

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares44

Event2026-06-30

Filed2026-07-21

CNBS

AMPLIFY ETF TR

0.00%

Shares766

Event2026-06-30

Filed2026-07-21

SHLD

GLOBAL X FDS

0.00%

Shares370

Event2026-06-30

Filed2026-07-21

LNG

CHENIERE ENERGY INC

0.00%

Shares91

Event2026-06-30

Filed2026-07-21

FSK

FS KKR CAP CORP

-74.83%

Shares2.0K

Event2026-06-30

Filed2026-07-21

VOT

VANGUARD INDEX FDS

0.00%

Shares67

Event2026-06-30

Filed2026-07-21

MCHI

ISHARES TR

0.51%

Shares395

Event2026-06-30

Filed2026-07-21

MET

METLIFE INC

0.86%

Shares234

Event2026-06-30

Filed2026-07-21

EGP

EASTGROUP PPTYS INC

1.05%

Shares96

Event2026-06-30

Filed2026-07-21

ITA

ISHARES TR

0.00%

Shares78

Event2026-06-30

Filed2026-07-21

3M CO

0.00%

Shares114

Event2026-06-30

Filed2026-07-21

AUTONATION INC

0.00%

Shares97

Event2026-06-30

Filed2026-07-21

BMNR

BITMINE IMMERSION TECHS INC

27.38%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ASTS

AST SPACEMOBILE INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

COR

CENCORA INC

0.00%

Shares62

Event2026-06-30

Filed2026-07-21

LOPE

GRAND CANYON ED INC

-38.58%

Shares121

Event2026-06-30

Filed2026-07-21

FSSL

FS SPECIALTY LENDING FD

3.62%

Shares1.5K

Event2026-06-30

Filed2026-07-21

NUE

NUCOR CORP

1.33%

Shares76

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

0.00%

Shares76

Event2026-06-30

Filed2026-07-21

LUV

SOUTHWEST AIRLS CO

0.32%

Shares313

Event2026-06-30

Filed2026-07-21

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares480

Event2026-06-30

Filed2026-07-21

VST

VISTRA CORP

0.00%

Shares101

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

0.00%

Shares30

Event2026-06-30

Filed2026-07-21

DUPONT DE NEMOURS INC

New

Shares115

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

1.28%

Shares158

Event2026-06-30

Filed2026-07-21

IWN

ISHARES TR

0.00%

Shares67

Event2026-06-30

Filed2026-07-21

XME

SPDR SERIES TRUST

0.00%

Shares138

Event2026-06-30

Filed2026-07-21

RGR

STURM RUGER & CO INC

0.27%

Shares374

Event2026-06-30

Filed2026-07-21

EVERSOURCE ENERGY

1.04%

Shares194

Event2026-06-30

Filed2026-07-21

AWK

AMERICAN WTR WKS CO INC NEW

0.95%

Shares106

Event2026-06-30

Filed2026-07-21

SPG

SIMON PPTY GROUP INC NEW

1.64%

Shares62

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

-0.52%

Shares190

Event2026-06-30

Filed2026-07-21

BARRICK MNG CORP

0.28%

Shares364

Event2026-06-30

Filed2026-07-21

AMT

AMERICAN TOWER CORP

1.27%

Shares80

Event2026-06-30

Filed2026-07-21

CRBN

ISHARES TR

2.00%

Shares51

Event2026-06-30

Filed2026-07-21

SNDA

SONIDA SENIOR LIVING INC

0.00%

Shares313

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

0.57%

Shares175

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTL INC

0.47%

Shares215

Event2026-06-30

Filed2026-07-21

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares80

Event2026-06-30

Filed2026-07-21

S&P GLOBAL INC

-30.23%

Shares30

Event2026-06-30

Filed2026-07-21

ACUITY INC

0.00%

Shares32

Event2026-06-30

Filed2026-07-21

VBK

VANGUARD INDEX FDS

0.00%

Shares32

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

New

Shares135

Event2026-06-30

Filed2026-07-21

VTR

VENTAS INC

0.00%

Shares124

Event2026-06-30

Filed2026-07-21

BITX

VOLATILITY SHS TR

49.09%

Shares1.1K

Event2026-06-30

Filed2026-07-21

RXRX

RECURSION PHARMACEUTICALS IN

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

VANGUARD SCOTTSDALE FDS

0.00%

Shares89

Event2026-06-30

Filed2026-07-21

RDIV

INVESCO EXCH TRADED FD TR II

48.39%

Shares184

Event2026-06-30

Filed2026-07-21

VICI

VICI PPTYS INC

1.54%

Shares396

Event2026-06-30

Filed2026-07-21

AMERICAN AIRLINES GROUP INC

0.00%

Shares572

Event2026-06-30

Filed2026-07-21

VLTO

VERALTO CORP

0.00%

Shares115

Event2026-06-30

Filed2026-07-21

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares224

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

0.74%

Shares136

Event2026-06-30

Filed2026-07-21

IWV

ISHARES TR

4.55%

Shares23

Event2026-06-30

Filed2026-07-21

ETHE

GRAYSCALE ETHEREUM STAKING E

0.42%

Shares724

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares251

Event2026-06-30

Filed2026-07-21

ETHA

ISHARES ETHEREUM TR

0.00%

Shares684

Event2026-06-30

Filed2026-07-21

MCK

MCKESSON CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-21

EXE

EXPAND ENERGY CORPORATION

1.22%

Shares83

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.00%

Shares24

Event2026-06-30

Filed2026-07-21

TENB

TENABLE HLDGS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

BANK OF NY MELLON CORP

New

Shares50

Event2026-06-30

Filed2026-07-21

JPST

J P MORGAN EXCHANGE TRADED F

-10.19%

Shares141

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

714.29%

Shares57

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-21

WSO

WATSCO INC

0.00%

Shares16

Event2026-06-30

Filed2026-07-21

AVL

DIREXION SHARES ETF TRUST

0.00%

Shares147

Event2026-06-30

Filed2026-07-21

BITO

PROSHARES TR

0.37%

Shares812

Event2026-06-30

Filed2026-07-21

QQEW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares40

Event2026-06-30

Filed2026-07-21

RICHTECH ROBOTICS INC

50.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

0.00%

Shares42

Event2026-06-30

Filed2026-07-21

CGNT

COGNYTE SOFTWARE LTD

0.00%

Shares666

Event2026-06-30

Filed2026-07-21

ADVISORSHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

0.00%

Shares11

Event2026-06-30

Filed2026-07-21

IYG

ISHARES TR

0.00%

Shares61

Event2026-06-30

Filed2026-07-21

ENB

ENBRIDGE INC

New

Shares100

Event2026-06-30

Filed2026-07-21

IUSV

ISHARES TR

2.22%

Shares46

Event2026-06-30

Filed2026-07-21

MGM

MGM RESORTS INTERNATIONAL

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

SAP

SAP SE

3.33%

Shares31

Event2026-06-30

Filed2026-07-21

STOK

STOKE THERAPEUTICS INC

0.00%

Shares144

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

0.00%

Shares15

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

0.00%

Shares47

Event2026-06-30

Filed2026-07-21

XRPC

CANARY XRP ETF

0.00%

Shares396

Event2026-06-30

Filed2026-07-21

IBRX

IMMUNITYBIO INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

USMV

ISHARES TR

0.00%

Shares44

Event2026-06-30

Filed2026-07-21

ARK ETF TR

0.00%

Shares107

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

0.00%

Shares22

Event2026-06-30

Filed2026-07-21

CRWV

COREWEAVE INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-21

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares42

Event2026-06-30

Filed2026-07-21

COIN

COINBASE GLOBAL INC

-65.33%

Shares26

Event2026-06-30

Filed2026-07-21

IDU

ISHARES TR

3.13%

Shares33

Event2026-06-30

Filed2026-07-21

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares13

Event2026-06-30

Filed2026-07-21

FTV

FORTIVE CORP

0.00%

Shares52

Event2026-06-30

Filed2026-07-21

WSM

WILLIAMS SONOMA INC

0.00%

Shares13

Event2026-06-30

Filed2026-07-21

BBAI

BIGBEAR AI HLDGS INC

0.00%

Shares819

Event2026-06-30

Filed2026-07-21

CCL

CARNIVAL CORP LTD

New

Shares100

Event2026-06-30

Filed2026-07-21

SPHD

INVESCO EXCH TRADED FD TR II

2.44%

Shares42

Event2026-06-30

Filed2026-07-21

WDAY

WORKDAY INC

0.00%

Shares17

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-21

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-21

BOTZ

GLOBAL X FDS

0.00%

Shares49

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

-26.09%

Shares17

Event2026-06-30

Filed2026-07-21

MICC

MAGNUM ICE CREAM CO NV

0.00%

Shares99

Event2026-06-30

Filed2026-07-21

ESGE

ISHARES INC

0.00%

Shares27

Event2026-06-30

Filed2026-07-21

DGS

WISDOMTREE TR

0.00%

Shares21

Event2026-06-30

Filed2026-07-21

ESGV

VANGUARD WORLD FD

0.00%

Shares10

Event2026-06-30

Filed2026-07-21

EMB

ISHARES TR

0.00%

Shares13

Event2026-06-30

Filed2026-07-21

RAL

RALLIANT CORP

0.00%

Shares17

Event2026-06-30

Filed2026-07-21

QQQM

INVESCO EXCH TRADED FD TR II

100.00%

Shares4

Event2026-06-30

Filed2026-07-21

ESGU

ISHARES TR

0.00%

Shares7

Event2026-06-30

Filed2026-07-21

BTC

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares44

Event2026-06-30

Filed2026-07-21

NIO INC

0.00%

Shares207

Event2026-06-30

Filed2026-07-21

CHEWY INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-21

QQQJ

INVESCO EXCH TRADED FD TR II

0.00%

Shares18

Event2026-06-30

Filed2026-07-21

NNOX

NANO X IMAGING LTD

0.00%

Shares534

Event2026-06-30

Filed2026-07-21

VNT

VONTIER CORPORATION

0.00%

Shares20

Event2026-06-30

Filed2026-07-21

AMPLIFY ETF TR

0.00%

Shares21

Event2026-06-30

Filed2026-07-21

GGN

GAMCO GLOBAL GOLD NAT RES &

1.94%

Shares105

Event2026-06-30

Filed2026-07-21

NVAX

NOVAVAX INC

0.00%

Shares49

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares2

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares2

Event2026-06-30

Filed2026-07-21

NACP

TIDAL TRUST III

0.00%

Shares7

Event2026-06-30

Filed2026-07-21

ARK ETF TR

0.00%

Shares3

Event2026-06-30

Filed2026-07-21

MOS

MOSAIC CO

0.00%

Shares18

Event2026-06-30

Filed2026-07-21

VOTE

TCW ETF TRUST

0.00%

Shares4

Event2026-06-30

Filed2026-07-21

SHE

SPDR SERIES TRUST

0.00%

Shares2

Event2026-06-30

Filed2026-07-21

GPRO

GOPRO INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-21

ASTRAZENECA PLC

0.00%

Shares2

Event2026-06-30

Filed2026-07-21

LUMN

LUMEN TECHNOLOGIES INC

0.00%

Shares29

Event2026-06-30

Filed2026-07-21

MTRN

MATERION CORP

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

0.00%

Shares7

Event2026-06-30

Filed2026-07-21

ESML

ISHARES TR

0.00%

Shares3

Event2026-06-30

Filed2026-07-21

ARK ETF TR

0.00%

Shares2

Event2026-06-30

Filed2026-07-21

AVY

AVERY DENNISON CORP

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

CGC

CANOPY GROWTH CORPORATION

0.00%

Shares114

Event2026-06-30

Filed2026-07-21

WELL

WELLTOWER INC

New

SharesN/A

Event2026-06-30

Filed2026-07-21

SOLS

SOLSTICE ADVANCED MATLS INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

XLI

SELECT SECTOR SPDR TR

New

SharesN/A

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

New

SharesN/A

Event2026-06-30

Filed2026-07-21

EBAY

EBAY INC.

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

NEM

NEWMONT CORP

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

XLB

SELECT SECTOR SPDR TR

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

URI

UNITED RENTALS INC

Sold all

SharesN/A

Event2026-06-30

Filed2026-07-21

DJT

TRUMP MEDIA & TECHNOLOGY GRO

0.00%

Shares6

Event2026-06-30

Filed2026-07-21

IYJ

ISHARES TR

New

SharesN/A

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

MFA

MFA FINL INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-21

SPCE

VIRGIN GALACTIC HOLDINGS INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-21

ALTO

ALTO INGREDIENTS INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-21

IDRV

ISHARES TR

New

SharesN/A

Event2026-06-30

Filed2026-07-21

AT&T INC

New

SharesN/A

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available