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The Analysis of Financial Management Professionals, Inc.'s Holdings & P&L

Currently, Financial Management Professionals, Inc. holds 1054 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in DFAE (+732.9K shares, valued at $29.5M), USHY (+703.6K shares, valued at $26.0M), BIL (+274.0K shares, valued at $25.1M); decreased their positions in BWZ (-901.1K shares, valued at $24.1M), IEMG (-149.7K shares, valued at $12.4M), GSLC (-58.1K shares, valued at $8.2M); initiated new positions in DFAE (+732.9K shares, valued at $29.5M), SPTM (+123.4K shares, valued at $11.2M), BBAX (+155.3K shares, valued at $9.3M).

1M P&L

+1.6M+0.17%

3M P&L

+23.4M+2.44%

HY P&L

+18.0M+1.87%

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/A915.6M

91.1%

2Semiconductors13.3M

1.3%

3Consumer Electronics8.2M

0.8%

Top Industries by Stock Count

1N/A203 stocks

21.5%

2Banks - Regional24 stocks

2.5%

3Software - Application24 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSLC Goldman Sachs Actvbeta US LRG ETF789.3K shares-6.86%2026-06-302026-07-09

DFAI Dimensional Intern Core EQT MKT ETF1.7M shares2.33%2026-06-302026-07-09

GSIE Goldman Sachs Actvbt International Equity ETF1.4M shares3.29%2026-06-302026-07-09

SCHX Schwab US Large Cap ETF2.1M shares-7.84%2026-06-302026-07-09

JHMM John Hancock Multifctr Mid CP ETF808.5K shares-9.44%2026-06-302026-07-09

SCHV Schwab US Large Cap Value ETF1.7M shares-0.29%2026-06-302026-07-09

IWB iShares Russell 1000 ETF IV137.4K shares18.02%2026-06-302026-07-09

SMLF iShares MSCI USA Multifct ETF474.9K shares-9.22%2026-06-302026-07-09

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BND Vanguard Total Bond Market ETF571.5K shares5.62%2026-06-302026-07-09

VB Vanguard Small Cap ETF124.9K shares-2.68%2026-06-302026-07-09

DFAE Dimensional Emerging Core Equity Market ETF732.9K sharesnew addition2026-06-302026-07-09

VTV Vanguard Value ETF134.7K shares-5.24%2026-06-302026-07-09

IEMG iShares Core MSCI Emerging ETF335.6K shares-30.84%2026-06-302026-07-09

BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF292.4K shares1490.45%2026-06-302026-07-09

SCHF Schwab International Equity ETF952.5K shares-1.35%2026-06-302026-07-09

USHY iShares Broad Usd HG YLD CRP BND ETF703.7K shares764789.13%2026-06-302026-07-09

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SPDR S&P 500 ETF SPDR S&P 500 ETF28.2K shares460.22%2026-06-302026-07-09

JPST JPMorgan Ultra Short Income ETF383.2K shares4.74%2026-06-302026-07-09

VO Vanguard Mid Cap ETF140.4K shares300.08%2026-06-302026-07-09

SPTM SPDR Portfolio S P 1500 CMPST ST ETF123.4K sharesnew addition2026-06-302026-07-09

VEU Vanguard FTSE All World Ex US ETF IV130.8K shares1.35%2026-06-302026-07-09

SPYV SPDR S&P 500 Value ETF166.5K shares1.59%2026-06-302026-07-09

BBAX JPM Betabuld DV Asia Pcifc ETF IV155.3K sharesnew addition2026-06-302026-07-09

AAPL Apple Inc28.1K shares9.05%2026-06-302026-07-09

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JPIB JPMorgan Internatinal BND Opport ETF159.3K shares10.01%2026-06-302026-07-09

JPIE JPMorgan Income ETF163.5K shares-3.08%2026-06-302026-07-09

NVDA Nvidia Corp36.1K shares0.16%2026-06-302026-07-09

BITB Bitwise Bitcoin ETF167.7K shares18.97%2026-06-302026-07-09

HELO Jpmorgn Hedgd Eqty Lad Ovrly ETF73.1K shares7.62%2026-06-302026-07-09

JPMorgan Chase & Co JPMorgan Chase & Co11.7K shares1.65%2026-06-302026-07-09

AMZN Amazon.Com Inc12.2K shares4.64%2026-06-302026-07-09

Exxon Mobil Corp Exxon Mobil Corp21.2K shares0.51%2026-06-302026-07-09

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PRN Invesco Dwa Industrials Momentum ETF10.7K sharesnew addition2026-06-302026-07-09

MSFT Microsoft Corp6.8K shares5.19%2026-06-302026-07-09

IYZ iShares US Telecom ETF58.1K shares1.19%2026-06-302026-07-09

PSI Invesco Dynamic Semiconductors ETF13.0K shares-15.32%2026-06-302026-07-09

MXI iShares Global Materials ETF22.6K shares12.88%2026-06-302026-07-09

HOMB Home Bancshares83.8K shares0.00%2026-06-302026-07-09

SCHB Schwab US Broad Market ETF82.6K shares-2.92%2026-06-302026-07-09

Broadcom Inc Broadcom Inc5.8K shares-6.63%2026-06-302026-07-09

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IWD iShares Russell 1000 Value ETF IV8.9K shares9139.58%2026-06-302026-07-09

TSLA Tesla Inc4.9K shares1.40%2026-06-302026-07-09

Cisco Systems Inc Cisco Systems Inc17.4K shares28.13%2026-06-302026-07-09

IXUS iShares Core MSCI Totl Intl STCK ETF20.8K shares-14.82%2026-06-302026-07-09

GOOGL Alphabet Inc. Class A5.5K shares0.22%2026-06-302026-07-09

XBI SPDR S&P Biotech ETF IV12.0K shares4185.71%2026-06-302026-07-09

XTL SPDR S&P Telecom ETF8.0K shares-19.90%2026-06-302026-07-09

SHV iShares Short Treasury Bond ETF16.2K shares0.00%2026-06-302026-07-09

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AMD Advanced Micro Devic3.1K shares0.00%2026-06-302026-07-09

MS Morgan Stanley8.2K shares0.63%2026-06-302026-07-09

GOOG Alphabet Inc. Class C4.7K shares17.32%2026-06-302026-07-09

GLD SPDR Gold Shares ETF4.4K shares0.62%2026-06-302026-07-09

Meta Platforms Inc Class A Meta Platforms Inc Class A2.8K shares32.77%2026-06-302026-07-09

Abbvie Inc Abbvie Inc6.1K shares0.83%2026-06-302026-07-09

GDXJ Vaneck Vectors Junior Gold Miners ETF14.8K shares-19.38%2026-06-302026-07-09

Johnson Controls Inter F Johnson Controls Inter F9.5K shares0.19%2026-06-302026-07-09

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NXP Semiconductors F NXP Semiconductors F4.9K shares-31.46%2026-06-302026-07-09

SNPS Synopsys Inc3.0K shares859.49%2026-06-302026-07-09

TXN Texas Instruments4.5K shares0.00%2026-06-302026-07-09

CMI Cummins Inc1.8K shares0.40%2026-06-302026-07-09

DELL Dell Technologies Inc Class C2.9K shares7.54%2026-06-302026-07-09

Vanguard Total Stock Market ETF Vanguard Total Stock Market ETF3.3K shares2715.52%2026-06-302026-07-09

SHY iShares 1-3 Year Treasry Bond ETF14.2K shares0.18%2026-06-302026-07-09

LLY Lilly Eli & Co933 shares2.64%2026-06-302026-07-09

Sponsored

ET Energy Transfer LP58.4K shares-35.94%2026-06-302026-07-09

CVX Chevron Corp6.6K shares-7.14%2026-06-302026-07-09

FBTC Fidelity Wise Origin Bitcoin Fund20.8K shares0.00%2026-06-302026-07-09

KO The Coca-Cola Co12.3K shares4.88%2026-06-302026-07-09

GBTC Grayscale Bitcoin TR BTC21.9K shares0.00%2026-06-302026-07-09

XES SPDR S&P Oil & Gas Equipment&svcs ETF8.9K sharesnew addition2026-06-302026-07-09

TJX TJX Companies Inc6.5K shares1.13%2026-06-302026-07-09

Unitedhealth GRP Inc Unitedhealth GRP Inc2.3K shares6.48%2026-06-302026-07-09

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MU Micron Technology831 shares6.40%2026-06-302026-07-09

BRK.B Berkshire Hathaway Class B1.9K shares2.47%2026-06-302026-07-09

MINT PIMCO Enhncd SHRT Matrty Actv ETF IV9.4K shares0.50%2026-06-302026-07-09

EPP iShares MSCI Pacific Ex Japan ETF17.5K sharesnew addition2026-06-302026-07-09

WMT WalMart Inc8.2K shares21.16%2026-06-302026-07-09

EFV iShares MSCI EAFE Value12.1K shares-10.23%2026-06-302026-07-09

GILD Gilead Sciences Inc7.2K shares-1.66%2026-06-302026-07-09

LRCX Lam Research Corp2.0K shares-23.87%2026-06-302026-07-09

Sponsored

JNJ Johnson & Johnson3.3K shares-6.86%2026-06-302026-07-09

HD Home Depot Inc2.3K shares4.88%2026-06-302026-07-09

PM Philip Morris Intl4.4K shares5.88%2026-06-302026-07-09

DUK Duke Energy Corp6.2K shares0.26%2026-06-302026-07-09

Applied Materials Applied Materials1.0K shares2.16%2026-06-302026-07-09

BRK.A Berkshire Hathaway Inc D Class A1 shares0.00%2026-06-302026-07-09

BAC Bank Of America Corp12.8K shares5.80%2026-06-302026-07-09

SHW Sherwin Williams Co2.1K shares0.05%2026-06-302026-07-09

Sponsored

UNP Union Pacific Corp2.6K shares12.29%2026-06-302026-07-09

GL Globe Life Inc3.9K shares0.00%2026-06-302026-07-09

PNC PNC Finl Services2.8K shares0.21%2026-06-302026-07-09

VLO Valero Energy Corp2.6K shares0.38%2026-06-302026-07-09

CDNS Cadence Design SYS1.8K shares0.50%2026-06-302026-07-09

IRM Iron MTN Inc New REIT5.3K shares0.22%2026-06-302026-07-09

COP Conocophillips6.4K shares5.37%2026-06-302026-07-09

SRE Sempra7.0K shares0.31%2026-06-302026-07-09

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SBUX Starbucks Corp6.4K shares2.84%2026-06-302026-07-09

ISRG Intuitive Surgical1.6K shares1.01%2026-06-302026-07-09

PBW Invesco Wilderhill Clean Energy ETF16.1K shares-68.35%2026-06-302026-07-09

VCSH Vanguard Short Term Cor BD ETF7.8K shares2500.00%2026-06-302026-07-09

PG Procter & Gamble4.2K shares1.49%2026-06-302026-07-09

LMT Lockheed Martin Corp1.2K shares-0.25%2026-06-302026-07-09

Costco Wholesale Co Costco Wholesale Co645 shares0.47%2026-06-302026-07-09

TSM Taiwan Semiconductr F Sponsored ADR1.3K shares6.69%2026-06-302026-07-09

Sponsored

IBM IBM Corp2.1K shares-7.33%2026-06-302026-07-09

AMGN Amgen Inc.1.6K shares4.10%2026-06-302026-07-09

IBIT iShares Bitcoin ETF IV17.6K shares0.67%2026-06-302026-07-09

VCIT Vanguard Intermediate Term Cor ETF7.1K sharesnew addition2026-06-302026-07-09

BHP BHP Group LTD F Sponsored ADR7.0K shares0.19%2026-06-302026-07-09

ADI Analog Devices Inc1.4K shares74.82%2026-06-302026-07-09

PANW Palo Alto Networks1.6K shares11.22%2026-06-302026-07-09

ITA iShares US Aerospace2.2K shares-72.14%2026-06-302026-07-09

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BLK BlackRock Inc New564 shares1.81%2026-06-302026-07-09

LIN Linde PLC F1.0K shares0.49%2026-06-302026-07-09

CIEN Ciena Corp1.1K shares0.00%2026-06-302026-07-09

BITU ProShares Ultra Bitcoin ETF64.6K shares0.00%2026-06-302026-07-09

ABT Abbott Laboratories5.8K shares-5.76%2026-06-302026-07-09

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF5.3K shares9.95%2026-06-302026-07-09

iShares Core S&P 500 ETF iShares Core S&P 500 ETF681 shares872.86%2026-06-302026-07-09

VUG Vanguard Growth ETF5.8K sharesnew addition2026-06-302026-07-09

Sponsored

MRK Merck & Co. Inc.3.8K shares1.31%2026-06-302026-07-09

ASML Asml HLDGS NV F Sponsored ADR241 shares7.11%2026-06-302026-07-09

Medtronic PLC F Medtronic PLC F6.0K shares-0.68%2026-06-302026-07-09

APD Air Prod & Chemicals1.6K shares0.25%2026-06-302026-07-09

MLM Martin Marietta Material796 shares0.13%2026-06-302026-07-09

GE General Electric Co1.2K shares0.41%2026-06-302026-07-09

Oracle Corp Oracle Corp3.1K shares0.00%2026-06-302026-07-09

CME Cme Group Inc Class A2.1K shares24.65%2026-06-302026-07-09

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Mastercard Inc Class A Mastercard Inc Class A825 shares-0.12%2026-06-302026-07-09

WELL Welltower Inc REIT1.9K shares0.38%2026-06-302026-07-09

EFA iShares MSCI EAFE ETF4.0K shares-7.44%2026-06-302026-07-09

WMB Williams Companies5.6K shares-1.25%2026-06-302026-07-09

TT Trane Technologies PLC F827 shares0.12%2026-06-302026-07-09

SCHG Schwab US Large Cap Growth ETF11.8K shares-6.61%2026-06-302026-07-09

BWZ SPDR BLMBG SRT TR Int TRY BND ETF14.7K shares-98.39%2026-06-302026-07-09

Seagate Technology HLD F Seagate Technology HLD F403 shares0.75%2026-06-302026-07-09

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BAI iShares Ai Invatn And Tec Act ETF7.2K shares27.44%2026-06-302026-07-09

3M Co 3M Co2.4K shares2.13%2026-06-302026-07-09

TPL Texas Pacific Land Corp852 shares-5.96%2026-06-302026-07-09

SHEL Shell PLC F Unsponsored ADR4.8K shares2.94%2026-06-302026-07-09

AIG American Intl Group4.9K shares-1.33%2026-06-302026-07-09

SMH Vaneck Semiconductor ETF552 shares15.72%2026-06-302026-07-09

MSI Motorola Solutions839 shares-0.71%2026-06-302026-07-09

FAST Fastenal Co7.2K shares-3.50%2026-06-302026-07-09

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KMB Kimberly Clark Corp3.1K shares0.22%2026-06-302026-07-09

KLAC Kla Corp1.1K shares6177.78%2026-06-302026-07-09

CRUS Cirrus Logic Inc2.2K shares0.00%2026-06-302026-07-09

iShares Core US Aggregate Bond ETF iShares Core US Aggregate Bond ETF3.3K shares0.15%2026-06-302026-07-09

Lumentum Holdings Inc Lumentum Holdings Inc375 shares0.00%2026-06-302026-07-09

DIA SPDR Dow Jones Industrial Avr ETF IV614 shares0.00%2026-06-302026-07-09

ROK Rockwell Automation646 shares1304.35%2026-06-302026-07-09

Netflix Inc Netflix Inc4.5K shares-6.01%2026-06-302026-07-09

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COF Capital One FC1.5K shares-0.83%2026-06-302026-07-09

MMC Marsh & MC Lennan Co1.8K shares0.11%2026-06-302026-07-09

TEL Te Connectivity PLC F1.5K shares0.20%2026-06-302026-07-09

SCHW Charles Schwab Corp3.2K shares-1.55%2026-06-302026-07-09

SLB Schlumberger LTD F6.3K shares0.76%2026-06-302026-07-09

Chubb LTD F Chubb LTD F844 shares0.24%2026-06-302026-07-09

IYW iShares US Technology ETF IV1.1K sharesnew addition2026-06-302026-07-09

BA Boeing Co1.3K shares2.56%2026-06-302026-07-09

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VBR Vanguard Small Cap Value1.1K sharesnew addition2026-06-302026-07-09

Nextera Energy Inc Nextera Energy Inc3.0K shares65.33%2026-06-302026-07-09

PH Parker-Hannifin Corp258 shares0.78%2026-06-302026-07-09

IWM iShares Russell 2000 ETF839 shares28.68%2026-06-302026-07-09

MPC Marathon Pete Corp958 shares14.46%2026-06-302026-07-09

HYG iShares iBoxx High Yield Bond ETF IV3.0K shares0.23%2026-06-302026-07-09

CI CIGNA Corp831 shares1.34%2026-06-302026-07-09

Visa Inc Class A Visa Inc Class A661 shares-23.32%2026-06-302026-07-09

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VOO Vanguard S&P 500 ETF326 shares15.60%2026-06-302026-07-09

Raytheon Technologies Co Raytheon Technologies Co1.2K shares37.60%2026-06-302026-07-09

PYPL Paypal Holdings Incorpor5.0K shares-9.03%2026-06-302026-07-09

ETN Eaton Corp PLC F483 shares3.87%2026-06-302026-07-09

SYK Stryker Corp643 shares19.07%2026-06-302026-07-09

Ark Innovation ETF Ark Innovation ETF2.4K shares0.00%2026-06-302026-07-09

F Ford Motor Co14.1K shares131.47%2026-06-302026-07-09

VONE Vanguard Russell 1000 ETF569 shares-9.54%2026-06-302026-07-09

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DE Deere & Co302 shares0.33%2026-06-302026-07-09

UBER Uber Technologies Inc2.6K shares3.66%2026-06-302026-07-09

CASY Caseys Gen Stores238 shares0.00%2026-06-302026-07-09

FTEC Fidelity MSCI Infor Tech Indx ETF648 shares0.00%2026-06-302026-07-09

INTC Intel Corp1.3K shares5.79%2026-06-302026-07-09

EPD Enterprise Prods Part LP4.9K shares0.00%2026-06-302026-07-09

WFC Wells Fargo & Co2.1K shares38.23%2026-06-302026-07-09

PEP Pepsico Inc1.3K shares-16.94%2026-06-302026-07-09

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CSX CSX Corp3.5K shares0.47%2026-06-302026-07-09

HLT Hilton Worldwide HLD491 shares0.82%2026-06-302026-07-09

MNST Monster Beverage Corpora1.7K shares463.97%2026-06-302026-07-09

ORLY O Reilly Automotive1.7K shares1.00%2026-06-302026-07-09

PSX Phillips 66920 shares20.26%2026-06-302026-07-09

VIK Viking HLDGS LTD F1.4K sharesnew addition2026-06-302026-07-09

IUSB iShares Total Usd Bond Market ETF3.2K shares0.00%2026-06-302026-07-09

Crowdstrike HLDGS Inc Crowdstrike HLDGS Inc196 shares33.33%2026-06-302026-07-09

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Cloudflare Inc Class A Cloudflare Inc Class A587 shares662.34%2026-06-302026-07-09

GS Goldman Sachs Group140 shares0.72%2026-06-302026-07-09

Southern Co Southern Co1.5K shares0.48%2026-06-302026-07-09

HCA Hca Healthcare Inc363 shares108.62%2026-06-302026-07-09

SNDK Sandisk Corp62 shares31.91%2026-06-302026-07-09

ECL Ecolab Inc496 shares0.20%2026-06-302026-07-09

QCOM Qualcomm Inc747 shares7.33%2026-06-302026-07-09

LUV Southwest Airlines2.6K shares2.96%2026-06-302026-07-09

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VEA Vanguard FTSE Developed MKTS ETF IV1.9K sharesnew addition2026-06-302026-07-09

VSS VGRD FTSE All WRLD Ex US SML Cap ETF858 sharesnew addition2026-06-302026-07-09

Palantir Technologies In Class A Palantir Technologies In Class A1.1K shares-1.90%2026-06-302026-07-09

LPLA LPL Financial Holdings Inc463 shares0.00%2026-06-302026-07-09

VBK Vanguard Small Cap349 sharesnew addition2026-06-302026-07-09

MCD McDonalds Corp463 shares1.31%2026-06-302026-07-09

ANET Arista Networks Inc728 shares5.20%2026-06-302026-07-09

T A T & T Inc5.8K shares-2.45%2026-06-302026-07-09

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EA Electronic Arts Inc573 shares2.32%2026-06-302026-07-09

VSEC V S E Corp504 shares0.00%2026-06-302026-07-09

OKE Oneok Inc1.3K shares0.00%2026-06-302026-07-09

MCK Mckesson Corp152 shares560.87%2026-06-302026-07-09

Accenture PLC F Class A Accenture PLC F Class A914 shares-38.24%2026-06-302026-07-09

CAT Caterpillar Inc106 shares1.92%2026-06-302026-07-09

PFE Pfizer Inc4.7K shares2.35%2026-06-302026-07-09

LOW Lowes Companies Inc508 shares12.14%2026-06-302026-07-09

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SCHE Schwab Emerging Markets Equity ETF3.0K shares0.00%2026-06-302026-07-09

MO Altria Group Inc1.5K shares15.91%2026-06-302026-07-09

FBND Fidelity Total Bond ETF2.3K shares0.00%2026-06-302026-07-09

FRMI Fermi Inc11.4K sharesnew addition2026-06-302026-07-09

CKX CKX Lands Inc9.5K shares0.00%2026-06-302026-07-09

HSBC HSBC HLDGS PLC F Sponsored ADR1.1K shares-0.28%2026-06-302026-07-09

Space Ex Tech Spacex Class A Space Ex Tech Spacex Class A585 sharesnew addition2026-06-302026-07-09

GEV GE Vernova Inc85 shares0.00%2026-06-302026-07-09

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Royal Caribbean Group F Royal Caribbean Group F312 shares1.30%2026-06-302026-07-09

CL Colgate-Palmolive Co1.1K shares0.47%2026-06-302026-07-09

QQQM Invesco Nasdaq 100 ETF319 shares0.00%2026-06-302026-07-09

Vaneck Gold Miners ETF Vaneck Gold Miners ETF1.3K shares8.50%2026-06-302026-07-09

Quanta Services Inc Quanta Services Inc130 shares8.33%2026-06-302026-07-09

C Citigroup Inc662 shares15.13%2026-06-302026-07-09

Freeport-Mcmoran Inc Freeport-Mcmoran Inc1.5K shares1.89%2026-06-302026-07-09

VUSB Vanguard Ultra Short Bond ETF1.8K shares0.00%2026-06-302026-07-09

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NVS Novartis AG F Sponsored ADR562 shares2.55%2026-06-302026-07-09

RY Royal Bank Of Canada F424 shares3.67%2026-06-302026-07-09

GLW Corning Inc334 shares-12.11%2026-06-302026-07-09

ARKX Ark Space Exploration Innvat ETF2.5K shares0.00%2026-06-302026-07-09

SGOV iShares 0 To 3 MNTH Treasury BND ETF844 shares12.53%2026-06-302026-07-09

VRT Vertiv HLDGS Co Class A252 shares55.56%2026-06-302026-07-09

XLV Select Sector Health Care SPD ETF IV526 sharesnew addition2026-06-302026-07-09

NWN Northwest Nat HLDG Co1.7K sharesnew addition2026-06-302026-07-09

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DIS Walt Disney Co853 shares-17.74%2026-06-302026-07-09

Astrazeneca PLC F Astrazeneca PLC F425 shares1.92%2026-06-302026-07-09

EBAY eBay Inc708 shares1.87%2026-06-302026-07-09

B Barrick MNG Corp F2.1K shares-5.96%2026-06-302026-07-09

LDUR PIMCO Enhncd LW DRTN Actv ETF811 shares0.00%2026-06-302026-07-09

CRM Salesforce Com491 shares25.90%2026-06-302026-07-09

VBIL Vanguard 0-3 Month Treasury ETF1.0K shares0.00%2026-06-302026-07-09

IAU iShares Gold Trust1.0K shares0.00%2026-06-302026-07-09

Sponsored

NEA Nuveen Amt Free Quality6.3K shares172.74%2026-06-302026-07-09

FFIN 1ST Finl Banksh2.1K shares0.00%2026-06-302026-07-09

WPM Wheaton Precious Metal F655 shares2.99%2026-06-302026-07-09

BTC Grayscale Bitcoin Mini Trust ETF2.8K shares-8.46%2026-06-302026-07-09

VV Vanguard Large Cap ETF209 shares-3.69%2026-06-302026-07-09

LNG Cheniere Energy Inc300 shares0.00%2026-06-302026-07-09

BNDX Vanguard Total International BND ETF1.5K shares0.00%2026-06-302026-07-09

VTES Vanguard SHRT Tax Exempt BND ETF700 shares0.00%2026-06-302026-07-09

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FDHY Fidelity High Yield Factor ETF1.4K shares-4.22%2026-06-302026-07-09

SILJ Amplify Junior Silver Miners ETF2.7K shares0.00%2026-06-302026-07-09

Dominion Energy Inc Dominion Energy Inc950 shares-5.00%2026-06-302026-07-09

KEYS Keysight Tech Inc184 shares8.24%2026-06-302026-07-09

JBL Jabil Inc167 shares0.00%2026-06-302026-07-09

TM Toyota Motor Corp F Sponsored ADR379 shares2.16%2026-06-302026-07-09

IBKR Interactive Brokers Class A723 shares3043.48%2026-06-302026-07-09

SHOP Shopify Inc F Class A548 shares3.01%2026-06-302026-07-09

Sponsored

Ark Next Generation Internet ETF Ark Next Generation Internet ETF430 shares0.00%2026-06-302026-07-09

MAIN Main Street Capital1.2K shares0.42%2026-06-302026-07-09

AXP American Express Co181 shares1.69%2026-06-302026-07-09

SCHM Charles Schwab US MC ETF1.6K sharesnew addition2026-06-302026-07-09

HPE Hewlett Packard Enterpri1.3K shares61.92%2026-06-302026-07-09

CLS Celestica Inc F Class Equity163 shares0.00%2026-06-302026-07-09

TECK Teck Resources LTD F Class B1.0K shares0.00%2026-06-302026-07-09

HYS PIMCO 0-5 Year High YLD BND Idx ETF632 shares-5.11%2026-06-302026-07-09

Sponsored

BIO Bio-Rad Labs Inc Class A200 shares0.00%2026-06-302026-07-09

HTH Hilltop Holdings Inc1.5K shares0.00%2026-06-302026-07-09

XLK Technology Select Sector SPDR ETF IV305 shares111.81%2026-06-302026-07-09

Rivian Automotive Inc Class A Rivian Automotive Inc Class A3.3K shares0.00%2026-06-302026-07-09

CEG Constellation Energy Cor230 shares72.93%2026-06-302026-07-09

ASTS Ast Spacemobile Inc Class A643 shares88.01%2026-06-302026-07-09

ETR Entergy Corp490 shares0.62%2026-06-302026-07-09

BKLC BNY Mellon US Large Cap CR Eq ETF384 shares0.00%2026-06-302026-07-09

Sponsored

American Airls Group American Airls Group3.0K shares0.00%2026-06-302026-07-09

MRVL Marvell Technology Inc182 sharesnew addition2026-06-302026-07-09

VWO Vanguard FTSE Emerging Mark ETF IV901 shares-95.97%2026-06-302026-07-09

HCSG Healthcare SVC Group2.2K shares-25.07%2026-06-302026-07-09

VZ Verizon Communicatn1.2K shares-22.88%2026-06-302026-07-09

TMUS T-Mobile US Inc307 shares-4.66%2026-06-302026-07-09

ENB Enbridge Inc F942 shares5.25%2026-06-302026-07-09

HMC Honda Motor Co LTD F Sponsored ADR1.9K shares38.23%2026-06-302026-07-09

Sponsored

WPC W.P. Carey Inc. REIT696 shares0.00%2026-06-302026-07-09

ALL Allstate Corp209 shares0.00%2026-06-302026-07-09

NWSA News Corp New Class A2.0K shares0.25%2026-06-302026-07-09

ITW Illinois Tool Works179 shares0.00%2026-06-302026-07-09

BP BP PLC F Sponsored ADR1.3K shares8.76%2026-06-302026-07-09

NEM Newmont Corp517 shares95.09%2026-06-302026-07-09

CPAY Corpay Inc142 shares0.00%2026-06-302026-07-09

Ark Autonomous Tech RBTCS ETF Ark Autonomous Tech RBTCS ETF352 shares0.00%2026-06-302026-07-09

Sponsored

ELMD Electromed Inc1.1K shares0.00%2026-06-302026-07-09

CWB SPDR BLMBG Barclays Convert Secs ETF430 sharesnew addition2026-06-302026-07-09

BMO Bank Montreal Que F260 shares-5.45%2026-06-302026-07-09

AMSF Amerisafe Inc1.4K shares0.00%2026-06-302026-07-09

TTE Totalenergies F589 shares36.03%2026-06-302026-07-09

APH Amphenol Corp Class A257 shares18.43%2026-06-302026-07-09

EEM iShares MSCI Emerging Markets ETF IV659 shares3776.47%2026-06-302026-07-09

XLF Select STR Financial Select S ETF IV813 sharesnew addition2026-06-302026-07-09

Sponsored

PGR Progressive Co Ohio196 shares-68.64%2026-06-302026-07-09

ARLP Alliance Resource Par LP1.8K shares0.00%2026-06-302026-07-09

MAR Marriott Intl Inc Class A113 shares2.73%2026-06-302026-07-09

SPDR Gold Minishares Etv SPDR Gold Minishares Etv520 shares0.00%2026-06-302026-07-09

TMO Thermo Fisher SCNTFC82 shares-66.26%2026-06-302026-07-09

CP Canadian Pacific Kansa F474 shares1.72%2026-06-302026-07-09

ANDE Andersons Inc596 shares0.17%2026-06-302026-07-09

MUFG Mitsubishi UFJ Financial Group Inc2.0K shares-14.05%2026-06-302026-07-09

Sponsored

QQQ Invesco QQQ Trust55 shares83.33%2026-06-302026-07-09

UL Unilever PLC F Sponsored ADR669 shares-0.74%2026-06-302026-07-09

BTI Brit Amer Tobacco F Sponsored ADR649 shares2.04%2026-06-302026-07-09

VRTX Vertex Pharmaceutica80 shares0.00%2026-06-302026-07-09

YUM Yum Brands Inc246 shares186.05%2026-06-302026-07-09

PHYS Sprott Physical Gold Etv1.3K shares0.00%2026-06-302026-07-09

Antero Midstream Corp Antero Midstream Corp1.7K shares0.00%2026-06-302026-07-09

TEAM Atlassian Corp Class A493 shares-0.80%2026-06-302026-07-09

Sponsored

SONY Sony Group Corp F Sponsored ADR1.9K shares136.14%2026-06-302026-07-09

MET Metlife Inc449 shares-1.97%2026-06-302026-07-09

DIN Dine Brands Global Inc1.0K shares0.00%2026-06-302026-07-09

PLD Prologis Inc. REIT275 shares2.23%2026-06-302026-07-09

Ark Genomic Revolution ETF Ark Genomic Revolution ETF869 shares0.00%2026-06-302026-07-09

FCFS Firstcash HLDGS Inc168 shares-41.26%2026-06-302026-07-09

SCHZ Schwab US Aggregate Bond ETF1.6K shares0.00%2026-06-302026-07-09

TDC Teradata Corp1.0K sharesnew addition2026-06-302026-07-09

Sponsored

Honeywell Intl Inc Honeywell Intl Inc161 sharesnew addition2026-06-302026-07-09

AEM Agnico Eagle Mines LTD232 shares-1.69%2026-06-302026-07-09

CF CF Industries HLDG332 shares-5.95%2026-06-302026-07-09

SLV iShares Silver Trust ETF IV670 shares8.59%2026-06-302026-07-09

Honeywell Aerospace Inc Honeywell Aerospace Inc161 sharesnew addition2026-06-302026-07-09

SANM Sanmina Corp140 shares0.00%2026-06-302026-07-09

THG Hanover Insurance163 shares0.00%2026-06-302026-07-09

APG Api Group Corp820 shares-0.12%2026-06-302026-07-09

Sponsored

STNG Scorpio Tankers Inc F499 shares0.00%2026-06-302026-07-09

HDV iShares Core High Dividend ETF1.3K shares400.00%2026-06-302026-07-09

PAYX Paychex Inc347 shares1.46%2026-06-302026-07-09

Banco Santander S A F Sponsored ADR Banco Santander S A F Sponsored ADR2.5K shares151.12%2026-06-302026-07-09

LHX L3harris Technologies In117 shares0.86%2026-06-302026-07-09

XLI Select Sector Industrial SPDR ETF IV183 sharesnew addition2026-06-302026-07-09

Waste Management Inc Waste Management Inc152 shares10.14%2026-06-302026-07-09

AMRX Amneal Pharmaceuticals I Class A2.0K shares0.00%2026-06-302026-07-09

Sponsored

Allegion Public LTD F Allegion Public LTD F241 shares0.00%2026-06-302026-07-09

MD Mednax Inc1.3K shares0.00%2026-06-302026-07-09

ALTO Alto Ingredients Inc5.9K shares0.00%2026-06-302026-07-09

TXT Textron Inc365 shares0.00%2026-06-302026-07-09

PB Prosperity Bancshare454 shares0.00%2026-06-302026-07-09

CMPR Cimpress PLC F326 sharesnew addition2026-06-302026-07-09

Select Sector Uti Select SPDR ETF IV Select Sector Uti Select SPDR ETF IV723 shares30.04%2026-06-302026-07-09

SOUN Soundhound Ai Inc Class A5.0K shares0.00%2026-06-302026-07-09

Sponsored

SKY Quarry Inc SKY Quarry Inc8.9K sharesnew addition2026-06-302026-07-09

XLP SPDR Fund Consumer Staples ETF IV392 sharesnew addition2026-06-302026-07-09

ATLC Atlanticus HLDGS Corp318 sharesnew addition2026-06-302026-07-09

Corteva Inc Corteva Inc383 shares32.53%2026-06-302026-07-09

VG Venture Global Inc Class A2.9K shares0.14%2026-06-302026-07-09

Ambarella Inc F Ambarella Inc F373 sharesnew addition2026-06-302026-07-09

KMI Kinder Morgan Inc1.0K shares34.05%2026-06-302026-07-09

MCFT Mastercraft Boat HLDGS I1.2K shares0.00%2026-06-302026-07-09

Sponsored

TD Toronto-Dominion BK F261 shares1.16%2026-06-302026-07-09

SKWD Skyward Specialty Ins GR535 shares0.00%2026-06-302026-07-09

AEP Amer Electric PWR Co227 shares26.82%2026-06-302026-07-09

MPWR Monolithic Power SYS22 shares10.00%2026-06-302026-07-09

EFXT Enerflex LTD F1.2K sharesnew addition2026-06-302026-07-09

AMR Alpha Metallurgical Resources Inc183 shares0.00%2026-06-302026-07-09

ING ING Groep NV957 shares-5.43%2026-06-302026-07-09

Ark Fintech Innovation ETF Ark Fintech Innovation ETF760 shares0.00%2026-06-302026-07-09

Sponsored

KGC Kinross Gold Corp1.3K shares34.04%2026-06-302026-07-09

JEPI JPMorgan Equity Premium Income ETF525 shares2.34%2026-06-302026-07-09

NFG NTNL Fuel Gas Co380 shares0.53%2026-06-302026-07-09

UTF Cohen And Steers Infrast1.0K shares0.00%2026-06-302026-07-09

Travelers Companies Travelers Companies87 shares0.00%2026-06-302026-07-09

IYE iShares US Energy ETF IV505 shares0.00%2026-06-302026-07-09

ENSG Ensign Group Inc178 shares0.00%2026-06-302026-07-09

PACS Pacs Group Inc Equity Class Equity663 shares54.91%2026-06-302026-07-09

Sponsored

MCY Mercury Gen Corp New265 shares0.00%2026-06-302026-07-09

GTX Garrett Motion Inc779 shares3.45%2026-06-302026-07-09

CARR Carrier Global Corp383 shares142.41%2026-06-302026-07-09

NRIM Northrim Bancorp Inc1.0K shares0.00%2026-06-302026-07-09

NEXA Nexa Resources SA2.3K sharesnew addition2026-06-302026-07-09

EXG Eaton Vance Tax Man GL D2.8K shares0.00%2026-06-302026-07-09

SMFG Sumitomo Mitsui Finl00 F Sponsored ADR1.1K shares-7.01%2026-06-302026-07-09

PDO PIMCO Dynamic Income Opp2.0K shares2.93%2026-06-302026-07-09

Sponsored

NZF Nuveen Municipal Credit2.1K shares1.93%2026-06-302026-07-09

YPF YPF Sociedad Anonima F Sponsored ADR588 sharesnew addition2026-06-302026-07-09

S&P Global Inc S&P Global Inc65 shares-72.34%2026-06-302026-07-09

BJ B J S Wholesale Club Hol303 shares0.00%2026-06-302026-07-09

PRM Perimeter Solutions737 sharesnew addition2026-06-302026-07-09

LB Landbridge Co LLC CL A Class A331 shares-32.86%2026-06-302026-07-09

EAT Brinker Intl Inc155 shares0.00%2026-06-302026-07-09

MUR Murphy Oil Corp HLDG798 shares0.00%2026-06-302026-07-09

Sponsored

DNP DNP Select Income CF2.4K shares1.84%2026-06-302026-07-09

WBD Warner Brothers Discover959 shares31.91%2026-06-302026-07-09

PRVA Privia Health Group Inc984 shares0.00%2026-06-302026-07-09

ADP Auto Data Processing112 shares-5.88%2026-06-302026-07-09

GSST GS Access Ultra Short Bond ETF500 shares0.00%2026-06-302026-07-09

NEAR BlackRock Short Maturity Bond ETF495 shares0.00%2026-06-302026-07-09

MGY Magnolia Oil & Gas Corp Class A972 shares0.00%2026-06-302026-07-09

XYLD Global X S&P 500 Covered Call ETF604 shares2.72%2026-06-302026-07-09

Sponsored

Alerian MLP ETF Alerian MLP ETF472 shares1.94%2026-06-302026-07-09

MCO Moodys Corp54 shares0.00%2026-06-302026-07-09

RMNI Rimini Street Inc Delawa5.7K shares0.00%2026-06-302026-07-09

NTES Netease Inc F Sponsored ADR190 shares4.97%2026-06-302026-07-09

CMG Chipotle Mexican GRL711 shares-6.57%2026-06-302026-07-09

VBNK Versabank F1.0K sharesnew addition2026-06-302026-07-09

Green Plains Inc Green Plains Inc1.6K sharesnew addition2026-06-302026-07-09

Microchip Technology Forward Split Microchip Technology Forward Split264 shares13.79%2026-06-302026-07-09

Sponsored

EQIX Equinix Inc REIT23 shares0.00%2026-06-302026-07-09

CAH Cardinal Health Inc100 shares2.04%2026-06-302026-07-09

GM General Motors Co305 shares6.27%2026-06-302026-07-09

TPR Tapestry Inc157 shares0.00%2026-06-302026-07-09

MSCI MSCI Inc41 shares0.00%2026-06-302026-07-09

OMCL Omnicell Inc550 sharesnew addition2026-06-302026-07-09

SYM Symbotic Inc Class A508 sharesnew addition2026-06-302026-07-09

IJH iShares Core S&P Mid Cap ETF IV294 shares47.00%2026-06-302026-07-09

Sponsored

CDE Coeur MNG Inc1.4K shares2.52%2026-06-302026-07-09

Ameriprise Finl Ameriprise Finl49 shares0.00%2026-06-302026-07-09

PSKY Paramount Skydance Corp Class Class B2.3K sharesnew addition2026-06-302026-07-09

AZO Autozone Inc7 shares0.00%2026-06-302026-07-09

QQQX Nuveen Nasdaq 100 Dynami724 shares2.26%2026-06-302026-07-09

CLBT Cellebrite DI LTD F Class A1.5K shares0.00%2026-06-302026-07-09

OSW Onespaworld HLDGS Com Usd0.0001789 shares-36.52%2026-06-302026-07-09

BKNG Booking Holdings Inc125 shares1685.71%2026-06-302026-07-09

Sponsored

CVS CVS Health Corp214 shares0.00%2026-06-302026-07-09

CBRS Cerebras SYS Inc Class A100 sharesnew addition2026-06-302026-07-09

VGSH Vanguard Short Term Treasury ETF379 shares-53.72%2026-06-302026-07-09

MELI Mercadolibre Inc13 shares-18.75%2026-06-302026-07-09

APLD Applied Digital Corp589 sharesnew addition2026-06-302026-07-09

CNI Canadian Natl Railwy F184 shares8.88%2026-06-302026-07-09

SPG Simon PPTY Group REIT98 shares2.08%2026-06-302026-07-09

HSY Hershey Co124 shares1671.43%2026-06-302026-07-09

Sponsored

VGK Vanguard FTSE Europe ETF245 sharesnew addition2026-06-302026-07-09

ERO Ero Copper Corp F810 shares0.00%2026-06-302026-07-09

DLY Doubleline Yield Opportu1.5K shares2.47%2026-06-302026-07-09

BSM Black Stone Minerals LP1.5K shares2.18%2026-06-302026-07-09

NP Neptune Ins HLDGS Inc Class A684 shares0.00%2026-06-302026-07-09

TDG Transdigm Group Inc16 shares0.00%2026-06-302026-07-09

ETOR Etoro Group LTD F Class A536 sharesnew addition2026-06-302026-07-09

Nuveen Dividend Advantag Nuveen Dividend Advantag1.7K shares57.89%2026-06-302026-07-09

Sponsored

NSC Norfolk Southern Co67 shares-22.09%2026-06-302026-07-09

Ares Capital Corp Ares Capital Corp1.1K shares2.62%2026-06-302026-07-09

DSL Doubleline Income Soluti1.9K shares3.00%2026-06-302026-07-09

DXYZ Destiny Tech 100 Inc800 sharesnew addition2026-06-302026-07-09

ADUS Addus Homecare Corp205 shares0.00%2026-06-302026-07-09

CHE Chemed Corp44 sharesnew addition2026-06-302026-07-09

ANIP Ani Pharmaceuticals247 shares0.00%2026-06-302026-07-09

PARR Par Pacific Holdings Inc363 shares0.00%2026-06-302026-07-09

Sponsored

ROST Ross Stores Inc95 shares6.74%2026-06-302026-07-09

RSPA Invesco S&P 500 Equal Weight Income Advantage376 sharesnew addition2026-06-302026-07-09

LIVN Livanova PLC F244 shares0.00%2026-06-302026-07-09

DLR Digital Realty Trust REIT111 shares30.59%2026-06-302026-07-09

SLP Simulations Plus Inc1.1K shares0.00%2026-06-302026-07-09

DX Dynex Capital Inc1.5K shares1.29%2026-06-302026-07-09

Aerovironment Inc Aerovironment Inc120 shares0.00%2026-06-302026-07-09

SYY Sysco Corp236 shares-71.63%2026-06-302026-07-09

Sponsored

FANG Diamondback Energy112 shares0.00%2026-06-302026-07-09

QUAL iShares MSCI USA QLTY Fact ETF IV89 shares0.00%2026-06-302026-07-09

TBRG Trubridge Inc744 sharesnew addition2026-06-302026-07-09

GD General Dynamics Co55 shares0.00%2026-06-302026-07-09

Service Now Inc Service Now Inc195 shares24.20%2026-06-302026-07-09

ELV Anthem Inc50 shares2.04%2026-06-302026-07-09

Alibaba Group HLDG LTD F Sponsored ADR Alibaba Group HLDG LTD F Sponsored ADR199 shares-56.64%2026-06-302026-07-09

IVE iShares S&P 500 Value ETF85 shares0.00%2026-06-302026-07-09

Sponsored

NRP Natural Resources Partners LP197 sharesnew addition2026-06-302026-07-09

DHR Danaher Corp100 shares4.17%2026-06-302026-07-09

TMFC Motley Fool 100 Index ETF250 shares0.00%2026-06-302026-07-09

NUE Nucor Corp85 shares0.00%2026-06-302026-07-09

CAST Freecast Inc Class A2.8K sharesnew addition2026-06-302026-07-09

JQUA JPMorgan U.S. Quality Factor ETF259 shares0.00%2026-06-302026-07-09

CTAS Cintas Corp110 shares-13.39%2026-06-302026-07-09

ADSK Autodesk Inc96 shares0.00%2026-06-302026-07-09

Sponsored

PDI PIMCO Dynamic Income CF1.1K shares3.89%2026-06-302026-07-09

GSHD Goosehead Insurance Inc381 sharesnew addition2026-06-302026-07-09

IX Orix Corp F Sponsored ADR483 shares0.00%2026-06-302026-07-09

Q Qnity Electronics Inc112 shares143.48%2026-06-302026-07-09

ETHE Grayscale Ethereum Com U1.4K shares0.00%2026-06-302026-07-09

PAHC Phibro Animal Health Cor Class A580 shares0.00%2026-06-302026-07-09

GlaxoSmithKline PLC F Sponsored ADR GlaxoSmithKline PLC F Sponsored ADR342 shares8.92%2026-06-302026-07-09

WDAY Workday Inc Class A147 shares0.00%2026-06-302026-07-09

Sponsored

BIDU Baidu Inc157 shares9.79%2026-06-302026-07-09

FDX Fedex Corp57 shares3.64%2026-06-302026-07-09

CSW CSW Industrials Inc64 shares0.00%2026-06-302026-07-09

BAM Brookfiled Asset Manag F Class A392 shares-81.31%2026-06-302026-07-09

NGG NTNL Grid PLC F Sponsored ADR211 shares0.00%2026-06-302026-07-09

BBVA Banco Bilbao Vizcaya A F Sponsored ADR679 shares-55.97%2026-06-302026-07-09

DBX Dropbox Inc614 shares0.00%2026-06-302026-07-09

ALC Alcon Inc F248 shares0.00%2026-06-302026-07-09

Sponsored

MFG Mizuho Financial Group Inc1.7K shares-8.30%2026-06-302026-07-09

BN Brookfield Corp F Class A390 shares0.00%2026-06-302026-07-09

Algorhythm HLDGS Inc Algorhythm HLDGS Inc28.9K sharesnew addition2026-06-302026-07-09

HIG Hartford Finl SVC GP124 shares-44.64%2026-06-302026-07-09

CBOE CBOE Global MKTS Inc68 shares0.00%2026-06-302026-07-09

PMTS Cpi Card Group Inc793 sharesnew addition2026-06-302026-07-09

PRGS Progress Software Co486 sharesnew addition2026-06-302026-07-09

CMRC Commerce Com Inc Class Series 15.5K sharesnew addition2026-06-302026-07-09

Sponsored

VOOV Vanguard S&P 500 Value Index Fund ETF Shares74 sharesnew addition2026-06-302026-07-09

Agilent Technologies Agilent Technologies119 shares30.77%2026-06-302026-07-09

VTRS Viatris Inc999 shares5.27%2026-06-302026-07-09

HAL Halliburton Co HLDG461 shares0.44%2026-06-302026-07-09

GSLC

Goldman Sachs Actvbeta US LRG ETF

-6.86%

Shares789.3K

Event2026-06-30

Filed2026-07-09

DFAI

Dimensional Intern Core EQT MKT ETF

2.33%

Shares1.7M

Event2026-06-30

Filed2026-07-09

GSIE

Goldman Sachs Actvbt International Equity ETF

3.29%

Shares1.4M

Event2026-06-30

Filed2026-07-09

SCHX

Schwab US Large Cap ETF

-7.84%

Shares2.1M

Event2026-06-30

Filed2026-07-09

JHMM

John Hancock Multifctr Mid CP ETF

-9.44%

Shares808.5K

Event2026-06-30

Filed2026-07-09

SCHV

Schwab US Large Cap Value ETF

-0.29%

Shares1.7M

Event2026-06-30

Filed2026-07-09

IWB

iShares Russell 1000 ETF IV

18.02%

Shares137.4K

Event2026-06-30

Filed2026-07-09

SMLF

iShares MSCI USA Multifct ETF

-9.22%

Shares474.9K

Event2026-06-30

Filed2026-07-09

BND

Vanguard Total Bond Market ETF

5.62%

Shares571.5K

Event2026-06-30

Filed2026-07-09

Vanguard Small Cap ETF

-2.68%

Shares124.9K

Event2026-06-30

Filed2026-07-09

DFAE

Dimensional Emerging Core Equity Market ETF

New

Shares732.9K

Event2026-06-30

Filed2026-07-09

VTV

Vanguard Value ETF

-5.24%

Shares134.7K

Event2026-06-30

Filed2026-07-09

IEMG

iShares Core MSCI Emerging ETF

-30.84%

Shares335.6K

Event2026-06-30

Filed2026-07-09

BIL

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF

1490.45%

Shares292.4K

Event2026-06-30

Filed2026-07-09

SCHF

Schwab International Equity ETF

-1.35%

Shares952.5K

Event2026-06-30

Filed2026-07-09

USHY

iShares Broad Usd HG YLD CRP BND ETF

764789.13%

Shares703.7K

Event2026-06-30

Filed2026-07-09

SPDR S&P 500 ETF

460.22%

Shares28.2K

Event2026-06-30

Filed2026-07-09

JPST

JPMorgan Ultra Short Income ETF

4.74%

Shares383.2K

Event2026-06-30

Filed2026-07-09

Vanguard Mid Cap ETF

300.08%

Shares140.4K

Event2026-06-30

Filed2026-07-09

SPTM

SPDR Portfolio S P 1500 CMPST ST ETF

New

Shares123.4K

Event2026-06-30

Filed2026-07-09

VEU

Vanguard FTSE All World Ex US ETF IV

1.35%

Shares130.8K

Event2026-06-30

Filed2026-07-09

SPYV

SPDR S&P 500 Value ETF

1.59%

Shares166.5K

Event2026-06-30

Filed2026-07-09

BBAX

JPM Betabuld DV Asia Pcifc ETF IV

New

Shares155.3K

Event2026-06-30

Filed2026-07-09

AAPL

Apple Inc

9.05%

Shares28.1K

Event2026-06-30

Filed2026-07-09

JPIB

JPMorgan Internatinal BND Opport ETF

10.01%

Shares159.3K

Event2026-06-30

Filed2026-07-09

JPIE

JPMorgan Income ETF

-3.08%

Shares163.5K

Event2026-06-30

Filed2026-07-09

NVDA

Nvidia Corp

0.16%

Shares36.1K

Event2026-06-30

Filed2026-07-09

BITB

Bitwise Bitcoin ETF

18.97%

Shares167.7K

Event2026-06-30

Filed2026-07-09

HELO

Jpmorgn Hedgd Eqty Lad Ovrly ETF

7.62%

Shares73.1K

Event2026-06-30

Filed2026-07-09

JPMorgan Chase & Co

1.65%

Shares11.7K

Event2026-06-30

Filed2026-07-09

AMZN

Amazon.Com Inc

4.64%

Shares12.2K

Event2026-06-30

Filed2026-07-09

Exxon Mobil Corp

0.51%

Shares21.2K

Event2026-06-30

Filed2026-07-09

PRN

Invesco Dwa Industrials Momentum ETF

New

Shares10.7K

Event2026-06-30

Filed2026-07-09

MSFT

Microsoft Corp

5.19%

Shares6.8K

Event2026-06-30

Filed2026-07-09

IYZ

iShares US Telecom ETF

1.19%

Shares58.1K

Event2026-06-30

Filed2026-07-09

PSI

Invesco Dynamic Semiconductors ETF

-15.32%

Shares13.0K

Event2026-06-30

Filed2026-07-09

MXI

iShares Global Materials ETF

12.88%

Shares22.6K

Event2026-06-30

Filed2026-07-09

HOMB

Home Bancshares

0.00%

Shares83.8K

Event2026-06-30

Filed2026-07-09

SCHB

Schwab US Broad Market ETF

-2.92%

Shares82.6K

Event2026-06-30

Filed2026-07-09

Broadcom Inc

-6.63%

Shares5.8K

Event2026-06-30

Filed2026-07-09

IWD

iShares Russell 1000 Value ETF IV

9139.58%

Shares8.9K

Event2026-06-30

Filed2026-07-09

TSLA

Tesla Inc

1.40%

Shares4.9K

Event2026-06-30

Filed2026-07-09

Cisco Systems Inc

28.13%

Shares17.4K

Event2026-06-30

Filed2026-07-09

IXUS

iShares Core MSCI Totl Intl STCK ETF

-14.82%

Shares20.8K

Event2026-06-30

Filed2026-07-09

GOOGL

Alphabet Inc. Class A

0.22%

Shares5.5K

Event2026-06-30

Filed2026-07-09

XBI

SPDR S&P Biotech ETF IV

4185.71%

Shares12.0K

Event2026-06-30

Filed2026-07-09

XTL

SPDR S&P Telecom ETF

-19.90%

Shares8.0K

Event2026-06-30

Filed2026-07-09

SHV

iShares Short Treasury Bond ETF

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-09

AMD

Advanced Micro Devic

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-09

Morgan Stanley

0.63%

Shares8.2K

Event2026-06-30

Filed2026-07-09

GOOG

Alphabet Inc. Class C

17.32%

Shares4.7K

Event2026-06-30

Filed2026-07-09

GLD

SPDR Gold Shares ETF

0.62%

Shares4.4K

Event2026-06-30

Filed2026-07-09

Meta Platforms Inc Class A

32.77%

Shares2.8K

Event2026-06-30

Filed2026-07-09

Abbvie Inc

0.83%

Shares6.1K

Event2026-06-30

Filed2026-07-09

GDXJ

Vaneck Vectors Junior Gold Miners ETF

-19.38%

Shares14.8K

Event2026-06-30

Filed2026-07-09

Johnson Controls Inter F

0.19%

Shares9.5K

Event2026-06-30

Filed2026-07-09

NXP Semiconductors F

-31.46%

Shares4.9K

Event2026-06-30

Filed2026-07-09

SNPS

Synopsys Inc

859.49%

Shares3.0K

Event2026-06-30

Filed2026-07-09

TXN

Texas Instruments

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-09

CMI

Cummins Inc

0.40%

Shares1.8K

Event2026-06-30

Filed2026-07-09

DELL

Dell Technologies Inc Class C

7.54%

Shares2.9K

Event2026-06-30

Filed2026-07-09

Vanguard Total Stock Market ETF

2715.52%

Shares3.3K

Event2026-06-30

Filed2026-07-09

SHY

iShares 1-3 Year Treasry Bond ETF

0.18%

Shares14.2K

Event2026-06-30

Filed2026-07-09

LLY

Lilly Eli & Co

2.64%

Shares933

Event2026-06-30

Filed2026-07-09

Energy Transfer LP

-35.94%

Shares58.4K

Event2026-06-30

Filed2026-07-09

CVX

Chevron Corp

-7.14%

Shares6.6K

Event2026-06-30

Filed2026-07-09

FBTC

Fidelity Wise Origin Bitcoin Fund

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-09

The Coca-Cola Co

4.88%

Shares12.3K

Event2026-06-30

Filed2026-07-09

GBTC

Grayscale Bitcoin TR BTC

0.00%

Shares21.9K

Event2026-06-30

Filed2026-07-09

XES

SPDR S&P Oil & Gas Equipment&svcs ETF

New

Shares8.9K

Event2026-06-30

Filed2026-07-09

TJX

TJX Companies Inc

1.13%

Shares6.5K

Event2026-06-30

Filed2026-07-09

Unitedhealth GRP Inc

6.48%

Shares2.3K

Event2026-06-30

Filed2026-07-09

Micron Technology

6.40%

Shares831

Event2026-06-30

Filed2026-07-09

BRK.B

Berkshire Hathaway Class B

2.47%

Shares1.9K

Event2026-06-30

Filed2026-07-09

MINT

PIMCO Enhncd SHRT Matrty Actv ETF IV

0.50%

Shares9.4K

Event2026-06-30

Filed2026-07-09

EPP

iShares MSCI Pacific Ex Japan ETF

New

Shares17.5K

Event2026-06-30

Filed2026-07-09

WMT

WalMart Inc

21.16%

Shares8.2K

Event2026-06-30

Filed2026-07-09

EFV

iShares MSCI EAFE Value

-10.23%

Shares12.1K

Event2026-06-30

Filed2026-07-09

GILD

Gilead Sciences Inc

-1.66%

Shares7.2K

Event2026-06-30

Filed2026-07-09

LRCX

Lam Research Corp

-23.87%

Shares2.0K

Event2026-06-30

Filed2026-07-09

JNJ

Johnson & Johnson

-6.86%

Shares3.3K

Event2026-06-30

Filed2026-07-09

Home Depot Inc

4.88%

Shares2.3K

Event2026-06-30

Filed2026-07-09

Philip Morris Intl

5.88%

Shares4.4K

Event2026-06-30

Filed2026-07-09

DUK

Duke Energy Corp

0.26%

Shares6.2K

Event2026-06-30

Filed2026-07-09

Applied Materials

2.16%

Shares1.0K

Event2026-06-30

Filed2026-07-09

BRK.A

Berkshire Hathaway Inc D Class A

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

BAC

Bank Of America Corp

5.80%

Shares12.8K

Event2026-06-30

Filed2026-07-09

SHW

Sherwin Williams Co

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-09

UNP

Union Pacific Corp

12.29%

Shares2.6K

Event2026-06-30

Filed2026-07-09

Globe Life Inc

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-09

PNC

PNC Finl Services

0.21%

Shares2.8K

Event2026-06-30

Filed2026-07-09

VLO

Valero Energy Corp

0.38%

Shares2.6K

Event2026-06-30

Filed2026-07-09

CDNS

Cadence Design SYS

0.50%

Shares1.8K

Event2026-06-30

Filed2026-07-09

IRM

Iron MTN Inc New REIT

0.22%

Shares5.3K

Event2026-06-30

Filed2026-07-09

COP

Conocophillips

5.37%

Shares6.4K

Event2026-06-30

Filed2026-07-09

SRE

Sempra

0.31%

Shares7.0K

Event2026-06-30

Filed2026-07-09

SBUX

Starbucks Corp

2.84%

Shares6.4K

Event2026-06-30

Filed2026-07-09

ISRG

Intuitive Surgical

1.01%

Shares1.6K

Event2026-06-30

Filed2026-07-09

PBW

Invesco Wilderhill Clean Energy ETF

-68.35%

Shares16.1K

Event2026-06-30

Filed2026-07-09

VCSH

Vanguard Short Term Cor BD ETF

2500.00%

Shares7.8K

Event2026-06-30

Filed2026-07-09

Procter & Gamble

1.49%

Shares4.2K

Event2026-06-30

Filed2026-07-09

LMT

Lockheed Martin Corp

-0.25%

Shares1.2K

Event2026-06-30

Filed2026-07-09

Costco Wholesale Co

0.47%

Shares645

Event2026-06-30

Filed2026-07-09

TSM

Taiwan Semiconductr F Sponsored ADR

6.69%

Shares1.3K

Event2026-06-30

Filed2026-07-09

IBM

IBM Corp

-7.33%

Shares2.1K

Event2026-06-30

Filed2026-07-09

AMGN

Amgen Inc.

4.10%

Shares1.6K

Event2026-06-30

Filed2026-07-09

IBIT

iShares Bitcoin ETF IV

0.67%

Shares17.6K

Event2026-06-30

Filed2026-07-09

VCIT

Vanguard Intermediate Term Cor ETF

New

Shares7.1K

Event2026-06-30

Filed2026-07-09

BHP

BHP Group LTD F Sponsored ADR

0.19%

Shares7.0K

Event2026-06-30

Filed2026-07-09

ADI

Analog Devices Inc

74.82%

Shares1.4K

Event2026-06-30

Filed2026-07-09

PANW

Palo Alto Networks

11.22%

Shares1.6K

Event2026-06-30

Filed2026-07-09

ITA

iShares US Aerospace

-72.14%

Shares2.2K

Event2026-06-30

Filed2026-07-09

BLK

BlackRock Inc New

1.81%

Shares564

Event2026-06-30

Filed2026-07-09

LIN

Linde PLC F

0.49%

Shares1.0K

Event2026-06-30

Filed2026-07-09

CIEN

Ciena Corp

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

BITU

ProShares Ultra Bitcoin ETF

0.00%

Shares64.6K

Event2026-06-30

Filed2026-07-09

ABT

Abbott Laboratories

-5.76%

Shares5.8K

Event2026-06-30

Filed2026-07-09

iShares Core MSCI EAFE ETF

9.95%

Shares5.3K

Event2026-06-30

Filed2026-07-09

iShares Core S&P 500 ETF

872.86%

Shares681

Event2026-06-30

Filed2026-07-09

VUG

Vanguard Growth ETF

New

Shares5.8K

Event2026-06-30

Filed2026-07-09

MRK

Merck & Co. Inc.

1.31%

Shares3.8K

Event2026-06-30

Filed2026-07-09

ASML

Asml HLDGS NV F Sponsored ADR

7.11%

Shares241

Event2026-06-30

Filed2026-07-09

Medtronic PLC F

-0.68%

Shares6.0K

Event2026-06-30

Filed2026-07-09

APD

Air Prod & Chemicals

0.25%

Shares1.6K

Event2026-06-30

Filed2026-07-09

MLM

Martin Marietta Material

0.13%

Shares796

Event2026-06-30

Filed2026-07-09

General Electric Co

0.41%

Shares1.2K

Event2026-06-30

Filed2026-07-09

Oracle Corp

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-09

CME

Cme Group Inc Class A

24.65%

Shares2.1K

Event2026-06-30

Filed2026-07-09

Mastercard Inc Class A

-0.12%

Shares825

Event2026-06-30

Filed2026-07-09

WELL

Welltower Inc REIT

0.38%

Shares1.9K

Event2026-06-30

Filed2026-07-09

EFA

iShares MSCI EAFE ETF

-7.44%

Shares4.0K

Event2026-06-30

Filed2026-07-09

WMB

Williams Companies

-1.25%

Shares5.6K

Event2026-06-30

Filed2026-07-09

Trane Technologies PLC F

0.12%

Shares827

Event2026-06-30

Filed2026-07-09

SCHG

Schwab US Large Cap Growth ETF

-6.61%

Shares11.8K

Event2026-06-30

Filed2026-07-09

BWZ

SPDR BLMBG SRT TR Int TRY BND ETF

-98.39%

Shares14.7K

Event2026-06-30

Filed2026-07-09

Seagate Technology HLD F

0.75%

Shares403

Event2026-06-30

Filed2026-07-09

BAI

iShares Ai Invatn And Tec Act ETF

27.44%

Shares7.2K

Event2026-06-30

Filed2026-07-09

3M Co

2.13%

Shares2.4K

Event2026-06-30

Filed2026-07-09

TPL

Texas Pacific Land Corp

-5.96%

Shares852

Event2026-06-30

Filed2026-07-09

SHEL

Shell PLC F Unsponsored ADR

2.94%

Shares4.8K

Event2026-06-30

Filed2026-07-09

AIG

American Intl Group

-1.33%

Shares4.9K

Event2026-06-30

Filed2026-07-09

SMH

Vaneck Semiconductor ETF

15.72%

Shares552

Event2026-06-30

Filed2026-07-09

MSI

Motorola Solutions

-0.71%

Shares839

Event2026-06-30

Filed2026-07-09

FAST

Fastenal Co

-3.50%

Shares7.2K

Event2026-06-30

Filed2026-07-09

KMB

Kimberly Clark Corp

0.22%

Shares3.1K

Event2026-06-30

Filed2026-07-09

KLAC

Kla Corp

6177.78%

Shares1.1K

Event2026-06-30

Filed2026-07-09

CRUS

Cirrus Logic Inc

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-09

iShares Core US Aggregate Bond ETF

0.15%

Shares3.3K

Event2026-06-30

Filed2026-07-09

Lumentum Holdings Inc

0.00%

Shares375

Event2026-06-30

Filed2026-07-09

DIA

SPDR Dow Jones Industrial Avr ETF IV

0.00%

Shares614

Event2026-06-30

Filed2026-07-09

ROK

Rockwell Automation

1304.35%

Shares646

Event2026-06-30

Filed2026-07-09

Netflix Inc

-6.01%

Shares4.5K

Event2026-06-30

Filed2026-07-09

COF

Capital One FC

-0.83%

Shares1.5K

Event2026-06-30

Filed2026-07-09

MMC

Marsh & MC Lennan Co

0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-09

TEL

Te Connectivity PLC F

0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-09

SCHW

Charles Schwab Corp

-1.55%

Shares3.2K

Event2026-06-30

Filed2026-07-09

SLB

Schlumberger LTD F

0.76%

Shares6.3K

Event2026-06-30

Filed2026-07-09

Chubb LTD F

0.24%

Shares844

Event2026-06-30

Filed2026-07-09

IYW

iShares US Technology ETF IV

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

Boeing Co

2.56%

Shares1.3K

Event2026-06-30

Filed2026-07-09

VBR

Vanguard Small Cap Value

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

Nextera Energy Inc

65.33%

Shares3.0K

Event2026-06-30

Filed2026-07-09

Parker-Hannifin Corp

0.78%

Shares258

Event2026-06-30

Filed2026-07-09

IWM

iShares Russell 2000 ETF

28.68%

Shares839

Event2026-06-30

Filed2026-07-09

MPC

Marathon Pete Corp

14.46%

Shares958

Event2026-06-30

Filed2026-07-09

HYG

iShares iBoxx High Yield Bond ETF IV

0.23%

Shares3.0K

Event2026-06-30

Filed2026-07-09

CIGNA Corp

1.34%

Shares831

Event2026-06-30

Filed2026-07-09

Visa Inc Class A

-23.32%

Shares661

Event2026-06-30

Filed2026-07-09

VOO

Vanguard S&P 500 ETF

15.60%

Shares326

Event2026-06-30

Filed2026-07-09

Raytheon Technologies Co

37.60%

Shares1.2K

Event2026-06-30

Filed2026-07-09

PYPL

Paypal Holdings Incorpor

-9.03%

Shares5.0K

Event2026-06-30

Filed2026-07-09

ETN

Eaton Corp PLC F

3.87%

Shares483

Event2026-06-30

Filed2026-07-09

SYK

Stryker Corp

19.07%

Shares643

Event2026-06-30

Filed2026-07-09

Ark Innovation ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-09

Ford Motor Co

131.47%

Shares14.1K

Event2026-06-30

Filed2026-07-09

VONE

Vanguard Russell 1000 ETF

-9.54%

Shares569

Event2026-06-30

Filed2026-07-09

Deere & Co

0.33%

Shares302

Event2026-06-30

Filed2026-07-09

UBER

Uber Technologies Inc

3.66%

Shares2.6K

Event2026-06-30

Filed2026-07-09

CASY

Caseys Gen Stores

0.00%

Shares238

Event2026-06-30

Filed2026-07-09

FTEC

Fidelity MSCI Infor Tech Indx ETF

0.00%

Shares648

Event2026-06-30

Filed2026-07-09

INTC

Intel Corp

5.79%

Shares1.3K

Event2026-06-30

Filed2026-07-09

EPD

Enterprise Prods Part LP

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-09

WFC

Wells Fargo & Co

38.23%

Shares2.1K

Event2026-06-30

Filed2026-07-09

PEP

Pepsico Inc

-16.94%

Shares1.3K

Event2026-06-30

Filed2026-07-09

CSX

CSX Corp

0.47%

Shares3.5K

Event2026-06-30

Filed2026-07-09

HLT

Hilton Worldwide HLD

0.82%

Shares491

Event2026-06-30

Filed2026-07-09

MNST

Monster Beverage Corpora

463.97%

Shares1.7K

Event2026-06-30

Filed2026-07-09

ORLY

O Reilly Automotive

1.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

PSX

Phillips 66

20.26%

Shares920

Event2026-06-30

Filed2026-07-09

VIK

Viking HLDGS LTD F

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

IUSB

iShares Total Usd Bond Market ETF

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-09

Crowdstrike HLDGS Inc

33.33%

Shares196

Event2026-06-30

Filed2026-07-09

Cloudflare Inc Class A

662.34%

Shares587

Event2026-06-30

Filed2026-07-09

Goldman Sachs Group

0.72%

Shares140

Event2026-06-30

Filed2026-07-09

Southern Co

0.48%

Shares1.5K

Event2026-06-30

Filed2026-07-09

HCA

Hca Healthcare Inc

108.62%

Shares363

Event2026-06-30

Filed2026-07-09

SNDK

Sandisk Corp

31.91%

Shares62

Event2026-06-30

Filed2026-07-09

ECL

Ecolab Inc

0.20%

Shares496

Event2026-06-30

Filed2026-07-09

QCOM

Qualcomm Inc

7.33%

Shares747

Event2026-06-30

Filed2026-07-09

LUV

Southwest Airlines

2.96%

Shares2.6K

Event2026-06-30

Filed2026-07-09

VEA

Vanguard FTSE Developed MKTS ETF IV

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

VSS

VGRD FTSE All WRLD Ex US SML Cap ETF

New

Shares858

Event2026-06-30

Filed2026-07-09

Palantir Technologies In Class A

-1.90%

Shares1.1K

Event2026-06-30

Filed2026-07-09

LPLA

LPL Financial Holdings Inc

0.00%

Shares463

Event2026-06-30

Filed2026-07-09

VBK

Vanguard Small Cap

New

Shares349

Event2026-06-30

Filed2026-07-09

MCD

McDonalds Corp

1.31%

Shares463

Event2026-06-30

Filed2026-07-09

ANET

Arista Networks Inc

5.20%

Shares728

Event2026-06-30

Filed2026-07-09

A T & T Inc

-2.45%

Shares5.8K

Event2026-06-30

Filed2026-07-09

Electronic Arts Inc

2.32%

Shares573

Event2026-06-30

Filed2026-07-09

VSEC

V S E Corp

0.00%

Shares504

Event2026-06-30

Filed2026-07-09

OKE

Oneok Inc

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

MCK

Mckesson Corp

560.87%

Shares152

Event2026-06-30

Filed2026-07-09

Accenture PLC F Class A

-38.24%

Shares914

Event2026-06-30

Filed2026-07-09

CAT

Caterpillar Inc

1.92%

Shares106

Event2026-06-30

Filed2026-07-09

PFE

Pfizer Inc

2.35%

Shares4.7K

Event2026-06-30

Filed2026-07-09

LOW

Lowes Companies Inc

12.14%

Shares508

Event2026-06-30

Filed2026-07-09

SCHE

Schwab Emerging Markets Equity ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

Altria Group Inc

15.91%

Shares1.5K

Event2026-06-30

Filed2026-07-09

FBND

Fidelity Total Bond ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-09

FRMI

Fermi Inc

New

Shares11.4K

Event2026-06-30

Filed2026-07-09

CKX

CKX Lands Inc

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-09

HSBC

HSBC HLDGS PLC F Sponsored ADR

-0.28%

Shares1.1K

Event2026-06-30

Filed2026-07-09

Space Ex Tech Spacex Class A

New

Shares585

Event2026-06-30

Filed2026-07-09

GEV

GE Vernova Inc

0.00%

Shares85

Event2026-06-30

Filed2026-07-09

Royal Caribbean Group F

1.30%

Shares312

Event2026-06-30

Filed2026-07-09

Colgate-Palmolive Co

0.47%

Shares1.1K

Event2026-06-30

Filed2026-07-09

QQQM

Invesco Nasdaq 100 ETF

0.00%

Shares319

Event2026-06-30

Filed2026-07-09

Vaneck Gold Miners ETF

8.50%

Shares1.3K

Event2026-06-30

Filed2026-07-09

Quanta Services Inc

8.33%

Shares130

Event2026-06-30

Filed2026-07-09

Citigroup Inc

15.13%

Shares662

Event2026-06-30

Filed2026-07-09

Freeport-Mcmoran Inc

1.89%

Shares1.5K

Event2026-06-30

Filed2026-07-09

VUSB

Vanguard Ultra Short Bond ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

NVS

Novartis AG F Sponsored ADR

2.55%

Shares562

Event2026-06-30

Filed2026-07-09

Royal Bank Of Canada F

3.67%

Shares424

Event2026-06-30

Filed2026-07-09

GLW

Corning Inc

-12.11%

Shares334

Event2026-06-30

Filed2026-07-09

ARKX

Ark Space Exploration Innvat ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-09

SGOV

iShares 0 To 3 MNTH Treasury BND ETF

12.53%

Shares844

Event2026-06-30

Filed2026-07-09

VRT

Vertiv HLDGS Co Class A

55.56%

Shares252

Event2026-06-30

Filed2026-07-09

XLV

Select Sector Health Care SPD ETF IV

New

Shares526

Event2026-06-30

Filed2026-07-09

NWN

Northwest Nat HLDG Co

New

Shares1.7K

Event2026-06-30

Filed2026-07-09

DIS

Walt Disney Co

-17.74%

Shares853

Event2026-06-30

Filed2026-07-09

Astrazeneca PLC F

1.92%

Shares425

Event2026-06-30

Filed2026-07-09

EBAY

eBay Inc

1.87%

Shares708

Event2026-06-30

Filed2026-07-09

Barrick MNG Corp F

-5.96%

Shares2.1K

Event2026-06-30

Filed2026-07-09

LDUR

PIMCO Enhncd LW DRTN Actv ETF

0.00%

Shares811

Event2026-06-30

Filed2026-07-09

CRM

Salesforce Com

25.90%

Shares491

Event2026-06-30

Filed2026-07-09

VBIL

Vanguard 0-3 Month Treasury ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

IAU

iShares Gold Trust

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

NEA

Nuveen Amt Free Quality

172.74%

Shares6.3K

Event2026-06-30

Filed2026-07-09

FFIN

1ST Finl Banksh

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

WPM

Wheaton Precious Metal F

2.99%

Shares655

Event2026-06-30

Filed2026-07-09

BTC

Grayscale Bitcoin Mini Trust ETF

-8.46%

Shares2.8K

Event2026-06-30

Filed2026-07-09

Vanguard Large Cap ETF

-3.69%

Shares209

Event2026-06-30

Filed2026-07-09

LNG

Cheniere Energy Inc

0.00%

Shares300

Event2026-06-30

Filed2026-07-09

BNDX

Vanguard Total International BND ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

VTES

Vanguard SHRT Tax Exempt BND ETF

0.00%

Shares700

Event2026-06-30

Filed2026-07-09

FDHY

Fidelity High Yield Factor ETF

-4.22%

Shares1.4K

Event2026-06-30

Filed2026-07-09

SILJ

Amplify Junior Silver Miners ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-09

Dominion Energy Inc

-5.00%

Shares950

Event2026-06-30

Filed2026-07-09

KEYS

Keysight Tech Inc

8.24%

Shares184

Event2026-06-30

Filed2026-07-09

JBL

Jabil Inc

0.00%

Shares167

Event2026-06-30

Filed2026-07-09

Toyota Motor Corp F Sponsored ADR

2.16%

Shares379

Event2026-06-30

Filed2026-07-09

IBKR

Interactive Brokers Class A

3043.48%

Shares723

Event2026-06-30

Filed2026-07-09

SHOP

Shopify Inc F Class A

3.01%

Shares548

Event2026-06-30

Filed2026-07-09

Ark Next Generation Internet ETF

0.00%

Shares430

Event2026-06-30

Filed2026-07-09

MAIN

Main Street Capital

0.42%

Shares1.2K

Event2026-06-30

Filed2026-07-09

AXP

American Express Co

1.69%

Shares181

Event2026-06-30

Filed2026-07-09

SCHM

Charles Schwab US MC ETF

New

Shares1.6K

Event2026-06-30

Filed2026-07-09

HPE

Hewlett Packard Enterpri

61.92%

Shares1.3K

Event2026-06-30

Filed2026-07-09

CLS

Celestica Inc F Class Equity

0.00%

Shares163

Event2026-06-30

Filed2026-07-09

TECK

Teck Resources LTD F Class B

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

HYS

PIMCO 0-5 Year High YLD BND Idx ETF

-5.11%

Shares632

Event2026-06-30

Filed2026-07-09

BIO

Bio-Rad Labs Inc Class A

0.00%

Shares200

Event2026-06-30

Filed2026-07-09

HTH

Hilltop Holdings Inc

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

XLK

Technology Select Sector SPDR ETF IV

111.81%

Shares305

Event2026-06-30

Filed2026-07-09

Rivian Automotive Inc Class A

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-09

CEG

Constellation Energy Cor

72.93%

Shares230

Event2026-06-30

Filed2026-07-09

ASTS

Ast Spacemobile Inc Class A

88.01%

Shares643

Event2026-06-30

Filed2026-07-09

ETR

Entergy Corp

0.62%

Shares490

Event2026-06-30

Filed2026-07-09

BKLC

BNY Mellon US Large Cap CR Eq ETF

0.00%

Shares384

Event2026-06-30

Filed2026-07-09

American Airls Group

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

MRVL

Marvell Technology Inc

New

Shares182

Event2026-06-30

Filed2026-07-09

VWO

Vanguard FTSE Emerging Mark ETF IV

-95.97%

Shares901

Event2026-06-30

Filed2026-07-09

HCSG

Healthcare SVC Group

-25.07%

Shares2.2K

Event2026-06-30

Filed2026-07-09

Verizon Communicatn

-22.88%

Shares1.2K

Event2026-06-30

Filed2026-07-09

TMUS

T-Mobile US Inc

-4.66%

Shares307

Event2026-06-30

Filed2026-07-09

ENB

Enbridge Inc F

5.25%

Shares942

Event2026-06-30

Filed2026-07-09

HMC

Honda Motor Co LTD F Sponsored ADR

38.23%

Shares1.9K

Event2026-06-30

Filed2026-07-09

WPC

W.P. Carey Inc. REIT

0.00%

Shares696

Event2026-06-30

Filed2026-07-09

ALL

Allstate Corp

0.00%

Shares209

Event2026-06-30

Filed2026-07-09

NWSA

News Corp New Class A

0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-09

ITW

Illinois Tool Works

0.00%

Shares179

Event2026-06-30

Filed2026-07-09

BP PLC F Sponsored ADR

8.76%

Shares1.3K

Event2026-06-30

Filed2026-07-09

NEM

Newmont Corp

95.09%

Shares517

Event2026-06-30

Filed2026-07-09

CPAY

Corpay Inc

0.00%

Shares142

Event2026-06-30

Filed2026-07-09

Ark Autonomous Tech RBTCS ETF

0.00%

Shares352

Event2026-06-30

Filed2026-07-09

ELMD

Electromed Inc

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

CWB

SPDR BLMBG Barclays Convert Secs ETF

New

Shares430

Event2026-06-30

Filed2026-07-09

BMO

Bank Montreal Que F

-5.45%

Shares260

Event2026-06-30

Filed2026-07-09

AMSF

Amerisafe Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

TTE

Totalenergies F

36.03%

Shares589

Event2026-06-30

Filed2026-07-09

APH

Amphenol Corp Class A

18.43%

Shares257

Event2026-06-30

Filed2026-07-09

EEM

iShares MSCI Emerging Markets ETF IV

3776.47%

Shares659

Event2026-06-30

Filed2026-07-09

XLF

Select STR Financial Select S ETF IV

New

Shares813

Event2026-06-30

Filed2026-07-09

PGR

Progressive Co Ohio

-68.64%

Shares196

Event2026-06-30

Filed2026-07-09

ARLP

Alliance Resource Par LP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

MAR

Marriott Intl Inc Class A

2.73%

Shares113

Event2026-06-30

Filed2026-07-09

SPDR Gold Minishares Etv

0.00%

Shares520

Event2026-06-30

Filed2026-07-09

TMO

Thermo Fisher SCNTFC

-66.26%

Shares82

Event2026-06-30

Filed2026-07-09

Canadian Pacific Kansa F

1.72%

Shares474

Event2026-06-30

Filed2026-07-09

ANDE

Andersons Inc

0.17%

Shares596

Event2026-06-30

Filed2026-07-09

MUFG

Mitsubishi UFJ Financial Group Inc

-14.05%

Shares2.0K

Event2026-06-30

Filed2026-07-09

QQQ

Invesco QQQ Trust

83.33%

Shares55

Event2026-06-30

Filed2026-07-09

Unilever PLC F Sponsored ADR

-0.74%

Shares669

Event2026-06-30

Filed2026-07-09

BTI

Brit Amer Tobacco F Sponsored ADR

2.04%

Shares649

Event2026-06-30

Filed2026-07-09

VRTX

Vertex Pharmaceutica

0.00%

Shares80

Event2026-06-30

Filed2026-07-09

YUM

Yum Brands Inc

186.05%

Shares246

Event2026-06-30

Filed2026-07-09

PHYS

Sprott Physical Gold Etv

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

Antero Midstream Corp

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

TEAM

Atlassian Corp Class A

-0.80%

Shares493

Event2026-06-30

Filed2026-07-09

SONY

Sony Group Corp F Sponsored ADR

136.14%

Shares1.9K

Event2026-06-30

Filed2026-07-09

MET

Metlife Inc

-1.97%

Shares449

Event2026-06-30

Filed2026-07-09

DIN

Dine Brands Global Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

PLD

Prologis Inc. REIT

2.23%

Shares275

Event2026-06-30

Filed2026-07-09

Ark Genomic Revolution ETF

0.00%

Shares869

Event2026-06-30

Filed2026-07-09

FCFS

Firstcash HLDGS Inc

-41.26%

Shares168

Event2026-06-30

Filed2026-07-09

SCHZ

Schwab US Aggregate Bond ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-09

TDC

Teradata Corp

New

Shares1.0K

Event2026-06-30

Filed2026-07-09

Honeywell Intl Inc

New

Shares161

Event2026-06-30

Filed2026-07-09

AEM

Agnico Eagle Mines LTD

-1.69%

Shares232

Event2026-06-30

Filed2026-07-09

CF Industries HLDG

-5.95%

Shares332

Event2026-06-30

Filed2026-07-09

SLV

iShares Silver Trust ETF IV

8.59%

Shares670

Event2026-06-30

Filed2026-07-09

Honeywell Aerospace Inc

New

Shares161

Event2026-06-30

Filed2026-07-09

SANM

Sanmina Corp

0.00%

Shares140

Event2026-06-30

Filed2026-07-09

THG

Hanover Insurance

0.00%

Shares163

Event2026-06-30

Filed2026-07-09

APG

Api Group Corp

-0.12%

Shares820

Event2026-06-30

Filed2026-07-09

STNG

Scorpio Tankers Inc F

0.00%

Shares499

Event2026-06-30

Filed2026-07-09

HDV

iShares Core High Dividend ETF

400.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

PAYX

Paychex Inc

1.46%

Shares347

Event2026-06-30

Filed2026-07-09

Banco Santander S A F Sponsored ADR

151.12%

Shares2.5K

Event2026-06-30

Filed2026-07-09

LHX

L3harris Technologies In

0.86%

Shares117

Event2026-06-30

Filed2026-07-09

XLI

Select Sector Industrial SPDR ETF IV

New

Shares183

Event2026-06-30

Filed2026-07-09

Waste Management Inc

10.14%

Shares152

Event2026-06-30

Filed2026-07-09

AMRX

Amneal Pharmaceuticals I Class A

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

Allegion Public LTD F

0.00%

Shares241

Event2026-06-30

Filed2026-07-09

Mednax Inc

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

ALTO

Alto Ingredients Inc

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-09

TXT

Textron Inc

0.00%

Shares365

Event2026-06-30

Filed2026-07-09

Prosperity Bancshare

0.00%

Shares454

Event2026-06-30

Filed2026-07-09

CMPR

Cimpress PLC F

New

Shares326

Event2026-06-30

Filed2026-07-09

Select Sector Uti Select SPDR ETF IV

30.04%

Shares723

Event2026-06-30

Filed2026-07-09

SOUN

Soundhound Ai Inc Class A

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

SKY Quarry Inc

New

Shares8.9K

Event2026-06-30

Filed2026-07-09

XLP

SPDR Fund Consumer Staples ETF IV

New

Shares392

Event2026-06-30

Filed2026-07-09

ATLC

Atlanticus HLDGS Corp

New

Shares318

Event2026-06-30

Filed2026-07-09

Corteva Inc

32.53%

Shares383

Event2026-06-30

Filed2026-07-09

Venture Global Inc Class A

0.14%

Shares2.9K

Event2026-06-30

Filed2026-07-09

Ambarella Inc F

New

Shares373

Event2026-06-30

Filed2026-07-09

KMI

Kinder Morgan Inc

34.05%

Shares1.0K

Event2026-06-30

Filed2026-07-09

MCFT

Mastercraft Boat HLDGS I

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

Toronto-Dominion BK F

1.16%

Shares261

Event2026-06-30

Filed2026-07-09

SKWD

Skyward Specialty Ins GR

0.00%

Shares535

Event2026-06-30

Filed2026-07-09

AEP

Amer Electric PWR Co

26.82%

Shares227

Event2026-06-30

Filed2026-07-09

MPWR

Monolithic Power SYS

10.00%

Shares22

Event2026-06-30

Filed2026-07-09

EFXT

Enerflex LTD F

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

AMR

Alpha Metallurgical Resources Inc

0.00%

Shares183

Event2026-06-30

Filed2026-07-09

ING

ING Groep NV

-5.43%

Shares957

Event2026-06-30

Filed2026-07-09

Ark Fintech Innovation ETF

0.00%

Shares760

Event2026-06-30

Filed2026-07-09

KGC

Kinross Gold Corp

34.04%

Shares1.3K

Event2026-06-30

Filed2026-07-09

JEPI

JPMorgan Equity Premium Income ETF

2.34%

Shares525

Event2026-06-30

Filed2026-07-09

NFG

NTNL Fuel Gas Co

0.53%

Shares380

Event2026-06-30

Filed2026-07-09

UTF

Cohen And Steers Infrast

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

Travelers Companies

0.00%

Shares87

Event2026-06-30

Filed2026-07-09

IYE

iShares US Energy ETF IV

0.00%

Shares505

Event2026-06-30

Filed2026-07-09

ENSG

Ensign Group Inc

0.00%

Shares178

Event2026-06-30

Filed2026-07-09

PACS

Pacs Group Inc Equity Class Equity

54.91%

Shares663

Event2026-06-30

Filed2026-07-09

MCY

Mercury Gen Corp New

0.00%

Shares265

Event2026-06-30

Filed2026-07-09

GTX

Garrett Motion Inc

3.45%

Shares779

Event2026-06-30

Filed2026-07-09

CARR

Carrier Global Corp

142.41%

Shares383

Event2026-06-30

Filed2026-07-09

NRIM

Northrim Bancorp Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

NEXA

Nexa Resources SA

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

EXG

Eaton Vance Tax Man GL D

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-09

SMFG

Sumitomo Mitsui Finl00 F Sponsored ADR

-7.01%

Shares1.1K

Event2026-06-30

Filed2026-07-09

PDO

PIMCO Dynamic Income Opp

2.93%

Shares2.0K

Event2026-06-30

Filed2026-07-09

NZF

Nuveen Municipal Credit

1.93%

Shares2.1K

Event2026-06-30

Filed2026-07-09

YPF

YPF Sociedad Anonima F Sponsored ADR

New

Shares588

Event2026-06-30

Filed2026-07-09

S&P Global Inc

-72.34%

Shares65

Event2026-06-30

Filed2026-07-09

B J S Wholesale Club Hol

0.00%

Shares303

Event2026-06-30

Filed2026-07-09

PRM

Perimeter Solutions

New

Shares737

Event2026-06-30

Filed2026-07-09

Landbridge Co LLC CL A Class A

-32.86%

Shares331

Event2026-06-30

Filed2026-07-09

EAT

Brinker Intl Inc

0.00%

Shares155

Event2026-06-30

Filed2026-07-09

MUR

Murphy Oil Corp HLDG

0.00%

Shares798

Event2026-06-30

Filed2026-07-09

DNP

DNP Select Income CF

1.84%

Shares2.4K

Event2026-06-30

Filed2026-07-09

WBD

Warner Brothers Discover

31.91%

Shares959

Event2026-06-30

Filed2026-07-09

PRVA

Privia Health Group Inc

0.00%

Shares984

Event2026-06-30

Filed2026-07-09

ADP

Auto Data Processing

-5.88%

Shares112

Event2026-06-30

Filed2026-07-09

GSST

GS Access Ultra Short Bond ETF

0.00%

Shares500

Event2026-06-30

Filed2026-07-09

NEAR

BlackRock Short Maturity Bond ETF

0.00%

Shares495

Event2026-06-30

Filed2026-07-09

MGY

Magnolia Oil & Gas Corp Class A

0.00%

Shares972

Event2026-06-30

Filed2026-07-09

XYLD

Global X S&P 500 Covered Call ETF

2.72%

Shares604

Event2026-06-30

Filed2026-07-09

Alerian MLP ETF

1.94%

Shares472

Event2026-06-30

Filed2026-07-09

MCO

Moodys Corp

0.00%

Shares54

Event2026-06-30

Filed2026-07-09

RMNI

Rimini Street Inc Delawa

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-09

NTES

Netease Inc F Sponsored ADR

4.97%

Shares190

Event2026-06-30

Filed2026-07-09

CMG

Chipotle Mexican GRL

-6.57%

Shares711

Event2026-06-30

Filed2026-07-09

VBNK

Versabank F

New

Shares1.0K

Event2026-06-30

Filed2026-07-09

Green Plains Inc

New

Shares1.6K

Event2026-06-30

Filed2026-07-09

Microchip Technology Forward Split

13.79%

Shares264

Event2026-06-30

Filed2026-07-09

EQIX

Equinix Inc REIT

0.00%

Shares23

Event2026-06-30

Filed2026-07-09

CAH

Cardinal Health Inc

2.04%

Shares100

Event2026-06-30

Filed2026-07-09

General Motors Co

6.27%

Shares305

Event2026-06-30

Filed2026-07-09

TPR

Tapestry Inc

0.00%

Shares157

Event2026-06-30

Filed2026-07-09

MSCI

MSCI Inc

0.00%

Shares41

Event2026-06-30

Filed2026-07-09

OMCL

Omnicell Inc

New

Shares550

Event2026-06-30

Filed2026-07-09

SYM

Symbotic Inc Class A

New

Shares508

Event2026-06-30

Filed2026-07-09

IJH

iShares Core S&P Mid Cap ETF IV

47.00%

Shares294

Event2026-06-30

Filed2026-07-09

CDE

Coeur MNG Inc

2.52%

Shares1.4K

Event2026-06-30

Filed2026-07-09

Ameriprise Finl

0.00%

Shares49

Event2026-06-30

Filed2026-07-09

PSKY

Paramount Skydance Corp Class Class B

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

AZO

Autozone Inc

0.00%

Shares7

Event2026-06-30

Filed2026-07-09

QQQX

Nuveen Nasdaq 100 Dynami

2.26%

Shares724

Event2026-06-30

Filed2026-07-09

CLBT

Cellebrite DI LTD F Class A

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

OSW

Onespaworld HLDGS Com Usd0.0001

-36.52%

Shares789

Event2026-06-30

Filed2026-07-09

BKNG

Booking Holdings Inc

1685.71%

Shares125

Event2026-06-30

Filed2026-07-09

CVS

CVS Health Corp

0.00%

Shares214

Event2026-06-30

Filed2026-07-09

CBRS

Cerebras SYS Inc Class A

New

Shares100

Event2026-06-30

Filed2026-07-09

VGSH

Vanguard Short Term Treasury ETF

-53.72%

Shares379

Event2026-06-30

Filed2026-07-09

MELI

Mercadolibre Inc

-18.75%

Shares13

Event2026-06-30

Filed2026-07-09

APLD

Applied Digital Corp

New

Shares589

Event2026-06-30

Filed2026-07-09

CNI

Canadian Natl Railwy F

8.88%

Shares184

Event2026-06-30

Filed2026-07-09

SPG

Simon PPTY Group REIT

2.08%

Shares98

Event2026-06-30

Filed2026-07-09

HSY

Hershey Co

1671.43%

Shares124

Event2026-06-30

Filed2026-07-09

VGK

Vanguard FTSE Europe ETF

New

Shares245

Event2026-06-30

Filed2026-07-09

ERO

Ero Copper Corp F

0.00%

Shares810

Event2026-06-30

Filed2026-07-09

DLY

Doubleline Yield Opportu

2.47%

Shares1.5K

Event2026-06-30

Filed2026-07-09

BSM

Black Stone Minerals LP

2.18%

Shares1.5K

Event2026-06-30

Filed2026-07-09

Neptune Ins HLDGS Inc Class A

0.00%

Shares684

Event2026-06-30

Filed2026-07-09

TDG

Transdigm Group Inc

0.00%

Shares16

Event2026-06-30

Filed2026-07-09

ETOR

Etoro Group LTD F Class A

New

Shares536

Event2026-06-30

Filed2026-07-09

Nuveen Dividend Advantag

57.89%

Shares1.7K

Event2026-06-30

Filed2026-07-09

NSC

Norfolk Southern Co

-22.09%

Shares67

Event2026-06-30

Filed2026-07-09

Ares Capital Corp

2.62%

Shares1.1K

Event2026-06-30

Filed2026-07-09

DSL

Doubleline Income Soluti

3.00%

Shares1.9K

Event2026-06-30

Filed2026-07-09

DXYZ

Destiny Tech 100 Inc

New

Shares800

Event2026-06-30

Filed2026-07-09

ADUS

Addus Homecare Corp

0.00%

Shares205

Event2026-06-30

Filed2026-07-09

CHE

Chemed Corp

New

Shares44

Event2026-06-30

Filed2026-07-09

ANIP

Ani Pharmaceuticals

0.00%

Shares247

Event2026-06-30

Filed2026-07-09

PARR

Par Pacific Holdings Inc

0.00%

Shares363

Event2026-06-30

Filed2026-07-09

ROST

Ross Stores Inc

6.74%

Shares95

Event2026-06-30

Filed2026-07-09

RSPA

Invesco S&P 500 Equal Weight Income Advantage

New

Shares376

Event2026-06-30

Filed2026-07-09

LIVN

Livanova PLC F

0.00%

Shares244

Event2026-06-30

Filed2026-07-09

DLR

Digital Realty Trust REIT

30.59%

Shares111

Event2026-06-30

Filed2026-07-09

SLP

Simulations Plus Inc

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

Dynex Capital Inc

1.29%

Shares1.5K

Event2026-06-30

Filed2026-07-09

Aerovironment Inc

0.00%

Shares120

Event2026-06-30

Filed2026-07-09

SYY

Sysco Corp

-71.63%

Shares236

Event2026-06-30

Filed2026-07-09

FANG

Diamondback Energy

0.00%

Shares112

Event2026-06-30

Filed2026-07-09

QUAL

iShares MSCI USA QLTY Fact ETF IV

0.00%

Shares89

Event2026-06-30

Filed2026-07-09

TBRG

Trubridge Inc

New

Shares744

Event2026-06-30

Filed2026-07-09

General Dynamics Co

0.00%

Shares55

Event2026-06-30

Filed2026-07-09

Service Now Inc

24.20%

Shares195

Event2026-06-30

Filed2026-07-09

ELV

Anthem Inc

2.04%

Shares50

Event2026-06-30

Filed2026-07-09

Alibaba Group HLDG LTD F Sponsored ADR

-56.64%

Shares199

Event2026-06-30

Filed2026-07-09

IVE

iShares S&P 500 Value ETF

0.00%

Shares85

Event2026-06-30

Filed2026-07-09

NRP

Natural Resources Partners LP

New

Shares197

Event2026-06-30

Filed2026-07-09

DHR

Danaher Corp

4.17%

Shares100

Event2026-06-30

Filed2026-07-09

TMFC

Motley Fool 100 Index ETF

0.00%

Shares250

Event2026-06-30

Filed2026-07-09

NUE

Nucor Corp

0.00%

Shares85

Event2026-06-30

Filed2026-07-09

CAST

Freecast Inc Class A

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

JQUA

JPMorgan U.S. Quality Factor ETF

0.00%

Shares259

Event2026-06-30

Filed2026-07-09

CTAS

Cintas Corp

-13.39%

Shares110

Event2026-06-30

Filed2026-07-09

ADSK

Autodesk Inc

0.00%

Shares96

Event2026-06-30

Filed2026-07-09

PDI

PIMCO Dynamic Income CF

3.89%

Shares1.1K

Event2026-06-30

Filed2026-07-09

GSHD

Goosehead Insurance Inc

New

Shares381

Event2026-06-30

Filed2026-07-09

Orix Corp F Sponsored ADR

0.00%

Shares483

Event2026-06-30

Filed2026-07-09

Qnity Electronics Inc

143.48%

Shares112

Event2026-06-30

Filed2026-07-09

ETHE

Grayscale Ethereum Com U

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

PAHC

Phibro Animal Health Cor Class A

0.00%

Shares580

Event2026-06-30

Filed2026-07-09

GlaxoSmithKline PLC F Sponsored ADR

8.92%

Shares342

Event2026-06-30

Filed2026-07-09

WDAY

Workday Inc Class A

0.00%

Shares147

Event2026-06-30

Filed2026-07-09

BIDU

Baidu Inc

9.79%

Shares157

Event2026-06-30

Filed2026-07-09

FDX

Fedex Corp

3.64%

Shares57

Event2026-06-30

Filed2026-07-09

CSW

CSW Industrials Inc

0.00%

Shares64

Event2026-06-30

Filed2026-07-09

BAM

Brookfiled Asset Manag F Class A

-81.31%

Shares392

Event2026-06-30

Filed2026-07-09

NGG

NTNL Grid PLC F Sponsored ADR

0.00%

Shares211

Event2026-06-30

Filed2026-07-09

BBVA

Banco Bilbao Vizcaya A F Sponsored ADR

-55.97%

Shares679

Event2026-06-30

Filed2026-07-09

DBX

Dropbox Inc

0.00%

Shares614

Event2026-06-30

Filed2026-07-09

ALC

Alcon Inc F

0.00%

Shares248

Event2026-06-30

Filed2026-07-09

MFG

Mizuho Financial Group Inc

-8.30%

Shares1.7K

Event2026-06-30

Filed2026-07-09

Brookfield Corp F Class A

0.00%

Shares390

Event2026-06-30

Filed2026-07-09

Algorhythm HLDGS Inc

New

Shares28.9K

Event2026-06-30

Filed2026-07-09

HIG

Hartford Finl SVC GP

-44.64%

Shares124

Event2026-06-30

Filed2026-07-09

CBOE

CBOE Global MKTS Inc

0.00%

Shares68

Event2026-06-30

Filed2026-07-09

PMTS

Cpi Card Group Inc

New

Shares793

Event2026-06-30

Filed2026-07-09

PRGS

Progress Software Co

New

Shares486

Event2026-06-30

Filed2026-07-09

CMRC

Commerce Com Inc Class Series 1

New

Shares5.5K

Event2026-06-30

Filed2026-07-09

VOOV

Vanguard S&P 500 Value Index Fund ETF Shares

New

Shares74

Event2026-06-30

Filed2026-07-09

Agilent Technologies

30.77%

Shares119

Event2026-06-30

Filed2026-07-09

VTRS

Viatris Inc

5.27%

Shares999

Event2026-06-30

Filed2026-07-09

HAL

Halliburton Co HLDG

0.44%

Shares461

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available