The Analysis of Focus Financial Network, Inc.'s Holdings & P&L


Currently, Focus Financial Network, Inc. holds 764 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in TBUX (+415.1K shares, valued at $20.7M), FGD (+389.7K shares, valued at $12.5M), UCON (+435.8K shares, valued at $10.8M); decreased their positions in SCHG (-370.3K shares, valued at $12.5M), AKRE (-165.0K shares, valued at $8.8M), EMXC (-70.5K shares, valued at $7.2M); initiated new positions in FGD (+389.7K shares, valued at $12.5M), UCON (+435.8K shares, valued at $10.8M), SPCE (+2.4M shares, valued at $6.9M).


1M P&L
+7.2M+0.26%
3M P&L
+73.5M+2.76%
HY P&L
+128.0M+4.91%

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/A2.0B
68.3%
2Semiconductors341.7M
11.9%
3Consumer Electronics97.3M
3.4%

Top Industries by Stock Count

1N/A454 stocks
65.1%
2Semiconductors12 stocks
1.7%
3Specialty Industrial Machinery11 stocks
1.6%
Stock Holdings
NVDA
NVIDIA CORPORATION
-1.44%
Shares1.6M
Event2026-06-30
Filed2026-07-09
SCHG
SCHWAB STRATEGIC TR
-7.83%
Shares4.4M
Event2026-06-30
Filed2026-07-09
QQQ
INVESCO QQQ TR
1.02%
Shares161.0K
Event2026-06-30
Filed2026-07-09
AAPL
APPLE INC
-0.90%
Shares336.3K
Event2026-06-30
Filed2026-07-09
ISHARES TR
ISHARES TR
9.32%
Shares123.5K
Event2026-06-30
Filed2026-07-09
AMZN
AMAZON COM INC
-2.75%
Shares298.5K
Event2026-06-30
Filed2026-07-09
VTV
VANGUARD INDEX FDS
6.87%
Shares296.2K
Event2026-06-30
Filed2026-07-09
ISHARES TR
ISHARES TR
5.49%
Shares641.8K
Event2026-06-30
Filed2026-07-09
QLD
PROSHARES TR
0.06%
Shares599.8K
Event2026-06-30
Filed2026-07-09
SCHD
SCHWAB STRATEGIC TR
-8.31%
Shares1.8M
Event2026-06-30
Filed2026-07-09
SNDK
SANDISK CORP
27.56%
Shares19.5K
Event2026-06-30
Filed2026-07-09
FNDF
SCHWAB STRATEGIC TR
5.84%
Shares821.7K
Event2026-06-30
Filed2026-07-09
VXUS
VANGUARD STAR FDS
2.84%
Shares481.6K
Event2026-06-30
Filed2026-07-09
XMHQ
INVESCO EXCHANGE TRADED FD T
1.64%
Shares348.7K
Event2026-06-30
Filed2026-07-09
IEF
ISHARES TR
5.78%
Shares405.8K
Event2026-06-30
Filed2026-07-09
FESM
FIDELITY COVINGTON TRUST
6.01%
Shares771.5K
Event2026-06-30
Filed2026-07-09
VYM
VANGUARD WHITEHALL FDS
-7.82%
Shares220.4K
Event2026-06-30
Filed2026-07-09
GOOGL
ALPHABET INC
-9.41%
Shares90.1K
Event2026-06-30
Filed2026-07-09
VEA
VANGUARD TAX-MANAGED FDS
5.32%
Shares445.5K
Event2026-06-30
Filed2026-07-09
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
1.12%
Shares39.3K
Event2026-06-30
Filed2026-07-09
BRK.B
BERKSHIRE HATHAWAY INC DEL
-2.79%
Shares58.1K
Event2026-06-30
Filed2026-07-09
VIG
VANGUARD SPECIALIZED FUNDS
3.39%
Shares113.0K
Event2026-06-30
Filed2026-07-09
XLK
SELECT SECTOR SPDR TR
1.34%
Shares137.8K
Event2026-06-30
Filed2026-07-09
SPDR SERIES TRUST
SPDR SERIES TRUST
30.75%
Shares278.6K
Event2026-06-30
Filed2026-07-09
IWR
ISHARES TR
-2.11%
Shares217.2K
Event2026-06-30
Filed2026-07-09
TBUX
T ROWE PRICE EXCHANGE-TRADED
936.62%
Shares459.4K
Event2026-06-30
Filed2026-07-09
MSFT
MICROSOFT CORP
-2.71%
Shares60.6K
Event2026-06-30
Filed2026-07-09
XMMO
INVESCO EXCHANGE TRADED FD T
1.16%
Shares125.4K
Event2026-06-30
Filed2026-07-09
SCHV
SCHWAB STRATEGIC TR
-5.75%
Shares600.3K
Event2026-06-30
Filed2026-07-09
XSMO
INVESCO EXCHANGE TRADED FD T
-0.57%
Shares220.8K
Event2026-06-30
Filed2026-07-09
SCHB
SCHWAB STRATEGIC TR
1.50%
Shares710.2K
Event2026-06-30
Filed2026-07-09
IVW
ISHARES TR
-0.81%
Shares146.0K
Event2026-06-30
Filed2026-07-09
QQQM
INVESCO EXCH TRADED FD TR II
8.66%
Shares65.0K
Event2026-06-30
Filed2026-07-09
SPHQ
INVESCO EXCHANGE TRADED FD T
-9.73%
Shares217.5K
Event2026-06-30
Filed2026-07-09
VWO
VANGUARD INTL EQUITY INDEX F
1.32%
Shares328.0K
Event2026-06-30
Filed2026-07-09
SDVY
FIRST TR EXCHANGE TRADED FD
6.50%
Shares442.1K
Event2026-06-30
Filed2026-07-09
SCHX
SCHWAB STRATEGIC TR
-0.37%
Shares611.1K
Event2026-06-30
Filed2026-07-09
VBK
VANGUARD INDEX FDS
2.33%
Shares48.0K
Event2026-06-30
Filed2026-07-09
SCHM
SCHWAB STRATEGIC TR
-4.21%
Shares465.1K
Event2026-06-30
Filed2026-07-09
EMXC
ISHARES INC
-30.02%
Shares164.3K
Event2026-06-30
Filed2026-07-09
DGRW
WISDOMTREE TR
-4.77%
Shares169.2K
Event2026-06-30
Filed2026-07-09
SCHF
SCHWAB STRATEGIC TR
8.83%
Shares536.0K
Event2026-06-30
Filed2026-07-09
IMTM
ISHARES TR
1.90%
Shares264.4K
Event2026-06-30
Filed2026-07-09
SCHA
SCHWAB STRATEGIC TR
-6.53%
Shares387.0K
Event2026-06-30
Filed2026-07-09
GTO
INVESCO ACTIVELY MANAGED EXC
7.94%
Shares294.3K
Event2026-06-30
Filed2026-07-09
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-4.45%
Shares33.0K
Event2026-06-30
Filed2026-07-09
IUSB
ISHARES TR
31.14%
Shares284.6K
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.34%
Shares34.3K
Event2026-06-30
Filed2026-07-09
FGD
FIRST TR EXCHANGE-TRADED FD
New
Shares389.7K
Event2026-06-30
Filed2026-07-09
DYNF
BLACKROCK ETF TRUST
-7.74%
Shares179.7K
Event2026-06-30
Filed2026-07-09
NVT
NVENT ELEC PLC
-2.28%
Shares71.8K
Event2026-06-30
Filed2026-07-09
AKRE
PROFESIONALLY MANAGED PORTFO
-42.11%
Shares226.8K
Event2026-06-30
Filed2026-07-09
QUAL
ISHARES TR
-30.29%
Shares54.3K
Event2026-06-30
Filed2026-07-09
VHT
VANGUARD WORLD FD
9.75%
Shares38.7K
Event2026-06-30
Filed2026-07-09
GLD
SPDR GOLD TR
-0.78%
Shares29.9K
Event2026-06-30
Filed2026-07-09
BSV
VANGUARD BD INDEX FDS
4.02%
Shares141.1K
Event2026-06-30
Filed2026-07-09
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
5.80%
Shares33.6K
Event2026-06-30
Filed2026-07-09
UCON
FIRST TR EXCHNG TRADED FD VI
New
Shares435.8K
Event2026-06-30
Filed2026-07-09
ETFS GOLD TR
ETFS GOLD TR
-20.95%
Shares283.3K
Event2026-06-30
Filed2026-07-09
TCAF
T ROWE PRICE EXCHANGE-TRADED
202.66%
Shares260.8K
Event2026-06-30
Filed2026-07-09
CAT
CATERPILLAR INC
1.62%
Shares10.0K
Event2026-06-30
Filed2026-07-09
RDVY
FIRST TR EXCHANGE TRADED FD
0.28%
Shares131.6K
Event2026-06-30
Filed2026-07-09
VOO
VANGUARD INDEX FDS
6.18%
Shares14.7K
Event2026-06-30
Filed2026-07-09
CORO
BLACKROCK ETF TRUST
29.18%
Shares274.8K
Event2026-06-30
Filed2026-07-09
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
3.58%
Shares10.6K
Event2026-06-30
Filed2026-07-09
SCHP
SCHWAB STRATEGIC TR
9.58%
Shares368.4K
Event2026-06-30
Filed2026-07-09
CGDV
CAPITAL GROUP DIVIDEND VALUE
74.39%
Shares193.2K
Event2026-06-30
Filed2026-07-09
SPSM
SPDR SERIES TRUST
-15.19%
Shares160.4K
Event2026-06-30
Filed2026-07-09
3M CO
3M CO
4.34%
Shares55.6K
Event2026-06-30
Filed2026-07-09
QUBT
QUANTUM COMPUTING INC
402.57%
Shares911.6K
Event2026-06-30
Filed2026-07-09
JQUA
J P MORGAN EXCHANGE TRADED F
5.85%
Shares117.1K
Event2026-06-30
Filed2026-07-09
LLY
ELI LILLY & CO
1.77%
Shares7.0K
Event2026-06-30
Filed2026-07-09
IVE
ISHARES TR
-4.81%
Shares36.9K
Event2026-06-30
Filed2026-07-09
JPIE
J P MORGAN EXCHANGE TRADED F
44.15%
Shares178.6K
Event2026-06-30
Filed2026-07-09
EVTR
MORGAN STANLEY ETF TRUST
147.80%
Shares160.8K
Event2026-06-30
Filed2026-07-09
VGLT
VANGUARD SCOTTSDALE FDS
63.71%
Shares147.5K
Event2026-06-30
Filed2026-07-09
BROADCOM INC
BROADCOM INC
0.18%
Shares20.9K
Event2026-06-30
Filed2026-07-09
MUB
ISHARES TR
-0.78%
Shares70.9K
Event2026-06-30
Filed2026-07-09
EMLP
FIRST TR EXCHANGE-TRADED FD
30.14%
Shares166.6K
Event2026-06-30
Filed2026-07-09
ISCF
ISHARES TR
1170.81%
Shares164.4K
Event2026-06-30
Filed2026-07-09
VUG
VANGUARD INDEX FDS
519.01%
Shares79.9K
Event2026-06-30
Filed2026-07-09
SPCE
VIRGIN GALACTIC HOLDINGS INC
New
Shares2.4M
Event2026-06-30
Filed2026-07-09
DAL
DELTA AIR LINES INC
-24.88%
Shares71.8K
Event2026-06-30
Filed2026-07-09
JNJ
JOHNSON & JOHNSON
-5.67%
Shares26.4K
Event2026-06-30
Filed2026-07-09
TSLA
TESLA INC
-3.25%
Shares15.6K
Event2026-06-30
Filed2026-07-09
VO
VANGUARD INDEX FDS
351.82%
Shares79.2K
Event2026-06-30
Filed2026-07-09
PFM
INVESCO EXCHANGE TRADED FD T
0.29%
Shares113.6K
Event2026-06-30
Filed2026-07-09
IYW
ISHARES TR
1.15%
Shares24.7K
Event2026-06-30
Filed2026-07-09
RSP
INVESCO EXCHANGE TRADED FD T
-4.75%
Shares29.3K
Event2026-06-30
Filed2026-07-09
VLUE
ISHARES TR
0.08%
Shares31.1K
Event2026-06-30
Filed2026-07-09
XEL
XCEL ENERGY INC
-4.87%
Shares76.4K
Event2026-06-30
Filed2026-07-09
SHY
ISHARES TR
-1.38%
Shares74.4K
Event2026-06-30
Filed2026-07-09
TER
TERADYNE INC
New
Shares12.2K
Event2026-06-30
Filed2026-07-09
BAI
BLACKROCK ETF TRUST
-18.74%
Shares112.0K
Event2026-06-30
Filed2026-07-09
BND
VANGUARD BD INDEX FDS
13.84%
Shares79.6K
Event2026-06-30
Filed2026-07-09
XLE
SELECT SECTOR SPDR TR
15.77%
Shares109.7K
Event2026-06-30
Filed2026-07-09
GS
GOLDMAN SACHS GROUP INC
0.32%
Shares5.6K
Event2026-06-30
Filed2026-07-09
AIRR
FIRST TR EXCHANGE TRADED FD
-9.24%
Shares42.6K
Event2026-06-30
Filed2026-07-09
SOXX
ISHARES TR
-14.21%
Shares8.8K
Event2026-06-30
Filed2026-07-09
FNDX
SCHWAB STRATEGIC TR
5.11%
Shares179.7K
Event2026-06-30
Filed2026-07-09
SCHO
SCHWAB STRATEGIC TR
-23.00%
Shares228.9K
Event2026-06-30
Filed2026-07-09
IWS
ISHARES TR
1.30%
Shares33.4K
Event2026-06-30
Filed2026-07-09
RSPT
INVESCO EXCHANGE TRADED FD T
144.45%
Shares84.8K
Event2026-06-30
Filed2026-07-09
AOM
ISHARES TR
-5.43%
Shares109.6K
Event2026-06-30
Filed2026-07-09
SCHZ
SCHWAB STRATEGIC TR
4.65%
Shares231.2K
Event2026-06-30
Filed2026-07-09
BINC
BLACKROCK ETF TRUST II
-16.25%
Shares101.9K
Event2026-06-30
Filed2026-07-09
PNR
PENTAIR PLC
-4.47%
Shares69.4K
Event2026-06-30
Filed2026-07-09
META PLATFORMS INC
META PLATFORMS INC
-4.16%
Shares9.4K
Event2026-06-30
Filed2026-07-09
QTEC
FIRST TR EXCHANGE-TRADED FD
-15.34%
Shares15.8K
Event2026-06-30
Filed2026-07-09
GOOG
ALPHABET INC
3.17%
Shares14.7K
Event2026-06-30
Filed2026-07-09
VUSB
VANGUARD BD INDEX FDS
24.17%
Shares101.9K
Event2026-06-30
Filed2026-07-09
IJR
ISHARES TR
0.30%
Shares33.1K
Event2026-06-30
Filed2026-07-09
MU
MICRON TECHNOLOGY INC
-16.31%
Shares4.2K
Event2026-06-30
Filed2026-07-09
SPMO
INVESCO EXCH TRADED FD TR II
-24.50%
Shares29.7K
Event2026-06-30
Filed2026-07-09
FTMN
PUTNAM ETF TRUST
-1.52%
Shares533.3K
Event2026-06-30
Filed2026-07-09
XLF
SELECT SECTOR SPDR TR
-2.07%
Shares88.4K
Event2026-06-30
Filed2026-07-09
XCEM
COLUMBIA ETF TR II
-10.71%
Shares89.0K
Event2026-06-30
Filed2026-07-09
MBB
ISHARES TR
13.79%
Shares49.1K
Event2026-06-30
Filed2026-07-09
WMT
WALMART INC
-0.06%
Shares39.8K
Event2026-06-30
Filed2026-07-09
LVHI
LEGG MASON ETF INVT
1.39%
Shares110.6K
Event2026-06-30
Filed2026-07-09
NEAR
ISHARES U S ETF TR
33.56%
Shares86.7K
Event2026-06-30
Filed2026-07-09
SERVICENOW INC
SERVICENOW INC
9.02%
Shares43.6K
Event2026-06-30
Filed2026-07-09
SDCI
USCF ETF TR
75.61%
Shares163.7K
Event2026-06-30
Filed2026-07-09
FLTR
VANECK ETF TRUST
New
Shares166.6K
Event2026-06-30
Filed2026-07-09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-39.65%
Shares8.8K
Event2026-06-30
Filed2026-07-09
SPYV
SPDR SERIES TRUST
-17.95%
Shares69.0K
Event2026-06-30
Filed2026-07-09
VFH
VANGUARD WORLD FD
2.54%
Shares31.8K
Event2026-06-30
Filed2026-07-09
RSPH
INVESCO EXCHANGE TRADED FD T
1.68%
Shares126.1K
Event2026-06-30
Filed2026-07-09
VONG
VANGUARD SCOTTSDALE FDS
3.36%
Shares32.5K
Event2026-06-30
Filed2026-07-09
PID
INVESCO EXCHANGE TRADED FD T
0.91%
Shares185.7K
Event2026-06-30
Filed2026-07-09
CISCO SYS INC
CISCO SYS INC
1.32%
Shares35.0K
Event2026-06-30
Filed2026-07-09
USMV
ISHARES TR
-5.64%
Shares42.5K
Event2026-06-30
Filed2026-07-09
ABBVIE INC
ABBVIE INC
-2.09%
Shares16.1K
Event2026-06-30
Filed2026-07-09
SHLD
GLOBAL X FDS
55.44%
Shares67.5K
Event2026-06-30
Filed2026-07-09
WFC
WELLS FARGO & CO
5.92%
Shares47.9K
Event2026-06-30
Filed2026-07-09
THRO
BLACKROCK ETF TRUST
-30.60%
Shares91.5K
Event2026-06-30
Filed2026-07-09
BBJP
J P MORGAN EXCHANGE TRADED F
-25.54%
Shares52.3K
Event2026-06-30
Filed2026-07-09
BLCR
BLACKROCK ETF TRUST
48.23%
Shares78.0K
Event2026-06-30
Filed2026-07-09
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
5.57%
Shares84.0K
Event2026-06-30
Filed2026-07-09
VISA INC
VISA INC
-7.98%
Shares11.0K
Event2026-06-30
Filed2026-07-09
AMD
ADVANCED MICRO DEVICES INC
-45.86%
Shares6.5K
Event2026-06-30
Filed2026-07-09
USFR
WISDOMTREE TR
-3.43%
Shares74.2K
Event2026-06-30
Filed2026-07-09
POWR
ISHARES INC
New
Shares132.7K
Event2026-06-30
Filed2026-07-09
VCSH
VANGUARD SCOTTSDALE FDS
12.20%
Shares46.5K
Event2026-06-30
Filed2026-07-09
BLACKROCK ETF TRUST
BLACKROCK ETF TRUST
New
Shares128.8K
Event2026-06-30
Filed2026-07-09
XLV
SELECT SECTOR SPDR TR
-7.13%
Shares22.7K
Event2026-06-30
Filed2026-07-09
PPA
INVESCO EXCHANGE TRADED FD T
3.55%
Shares20.0K
Event2026-06-30
Filed2026-07-09
JPST
J P MORGAN EXCHANGE TRADED F
-11.24%
Shares69.6K
Event2026-06-30
Filed2026-07-09
FLIN
FRANKLIN TEMPLETON ETF TR
53.78%
Shares98.8K
Event2026-06-30
Filed2026-07-09
SPLV
INVESCO EXCH TRADED FD TR II
-5.34%
Shares46.5K
Event2026-06-30
Filed2026-07-09
CWI
SPDR INDEX SHS FDS
-4.96%
Shares85.4K
Event2026-06-30
Filed2026-07-09
JEPI
J P MORGAN EXCHANGE TRADED F
-12.25%
Shares60.2K
Event2026-06-30
Filed2026-07-09
IWF
ISHARES TR
350.69%
Shares27.1K
Event2026-06-30
Filed2026-07-09
MTUM
ISHARES TR
-6.54%
Shares9.8K
Event2026-06-30
Filed2026-07-09
VB
VANGUARD INDEX FDS
14.00%
Shares11.1K
Event2026-06-30
Filed2026-07-09
IWD
ISHARES TR
4.16%
Shares13.8K
Event2026-06-30
Filed2026-07-09
APPLIED MATLS INC
APPLIED MATLS INC
6.56%
Shares4.5K
Event2026-06-30
Filed2026-07-09
BIL
SPDR SERIES TRUST
0.03%
Shares35.5K
Event2026-06-30
Filed2026-07-09
FAST
FASTENAL CO
5.08%
Shares67.7K
Event2026-06-30
Filed2026-07-09
ACWX
ISHARES TR
422.94%
Shares42.5K
Event2026-06-30
Filed2026-07-09
MCD
MCDONALDS CORP
0.82%
Shares11.9K
Event2026-06-30
Filed2026-07-09
HYGH
ISHARES U S ETF TR
13.15%
Shares37.0K
Event2026-06-30
Filed2026-07-09
IAU
ISHARES GOLD TR
3.83%
Shares42.3K
Event2026-06-30
Filed2026-07-09
IOO
ISHARES TR
2.87%
Shares23.4K
Event2026-06-30
Filed2026-07-09
FEGE
RBB FUND TRUST
32.78%
Shares65.3K
Event2026-06-30
Filed2026-07-09
CWB
SPDR SERIES TRUST
-6.25%
Shares29.6K
Event2026-06-30
Filed2026-07-09
VOE
VANGUARD INDEX FDS
1.63%
Shares15.8K
Event2026-06-30
Filed2026-07-09
ABT
ABBOTT LABORATORIES
-11.76%
Shares34.3K
Event2026-06-30
Filed2026-07-09
FLQM
FRANKLIN TEMPLETON ETF TR
2.14%
Shares53.3K
Event2026-06-30
Filed2026-07-09
ESGU
ISHARES TR
1.77%
Shares18.5K
Event2026-06-30
Filed2026-07-09
BALT
INNOVATOR ETFS TRUST
15.98%
Shares88.4K
Event2026-06-30
Filed2026-07-09
KBWP
INVESCO EXCH TRADED FD TR II
-1.46%
Shares23.7K
Event2026-06-30
Filed2026-07-09
USB
US BANCORP
0.11%
Shares49.6K
Event2026-06-30
Filed2026-07-09
EFG
ISHARES TR
36.95%
Shares23.7K
Event2026-06-30
Filed2026-07-09
BAC
BANK OF AMER CORP
10.36%
Shares50.6K
Event2026-06-30
Filed2026-07-09
TGT
TARGET CORP
-2.86%
Shares22.0K
Event2026-06-30
Filed2026-07-09
INTC
INTEL CORP
106.53%
Shares20.6K
Event2026-06-30
Filed2026-07-09
PAVE
GLOBAL X FDS
20.33%
Shares48.3K
Event2026-06-30
Filed2026-07-09
VGT
VANGUARD WORLD FD
234.15%
Shares23.8K
Event2026-06-30
Filed2026-07-09
PANW
PALO ALTO NETWORKS INC
-3.00%
Shares8.3K
Event2026-06-30
Filed2026-07-09
SLYG
SPDR SERIES TRUST
-2.03%
Shares23.0K
Event2026-06-30
Filed2026-07-09
DCI
DONALDSON INC
1.92%
Shares30.5K
Event2026-06-30
Filed2026-07-09
XLP
SELECT SECTOR SPDR TR
-8.91%
Shares32.5K
Event2026-06-30
Filed2026-07-09
GLW
CORNING INC
1.32%
Shares10.5K
Event2026-06-30
Filed2026-07-09
AVEM
AMERICAN CENTY ETF TR
-27.50%
Shares27.8K
Event2026-06-30
Filed2026-07-09
AGZ
ISHARES TR
0.61%
Shares24.4K
Event2026-06-30
Filed2026-07-09
VNLA
JANUS DETROIT STR TR
1.17%
Shares54.3K
Event2026-06-30
Filed2026-07-09
ITA
ISHARES TR
-3.48%
Shares10.9K
Event2026-06-30
Filed2026-07-09
EFV
ISHARES TR
-68.21%
Shares34.6K
Event2026-06-30
Filed2026-07-09
HD
HOME DEPOT INC
-4.63%
Shares7.5K
Event2026-06-30
Filed2026-07-09
LTPZ
PIMCO ETF TR
7.70%
Shares52.2K
Event2026-06-30
Filed2026-07-09
BLV
VANGUARD BD INDEX FDS
0.07%
Shares38.0K
Event2026-06-30
Filed2026-07-09
IWY
ISHARES TR
1.09%
Shares9.0K
Event2026-06-30
Filed2026-07-09
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-18.96%
Shares3.4K
Event2026-06-30
Filed2026-07-09
AVUV
AMERICAN CENTY ETF TR
6.57%
Shares20.7K
Event2026-06-30
Filed2026-07-09
BOXX
EA SERIES TRUST
4.08%
Shares21.9K
Event2026-06-30
Filed2026-07-09
SCHE
SCHWAB STRATEGIC TR
5.93%
Shares70.3K
Event2026-06-30
Filed2026-07-09
ECL
ECOLAB INC
-36.24%
Shares9.0K
Event2026-06-30
Filed2026-07-09
SEZL
SEZZLE INC
New
Shares14.5K
Event2026-06-30
Filed2026-07-09
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
New
Shares49.5K
Event2026-06-30
Filed2026-07-09
APG
API GROUP CORP
0.03%
Shares58.8K
Event2026-06-30
Filed2026-07-09
OEF
ISHARES TR
13.02%
Shares6.8K
Event2026-06-30
Filed2026-07-09
GOVT
ISHARES TR
424.43%
Shares109.1K
Event2026-06-30
Filed2026-07-09
EPR
EPR PPTYS
3.75%
Shares42.4K
Event2026-06-30
Filed2026-07-09
TLH
ISHARES TR
7.30%
Shares24.5K
Event2026-06-30
Filed2026-07-09
IWM
ISHARES TR
3.09%
Shares8.1K
Event2026-06-30
Filed2026-07-09
PG
PROCTER & GAMBLE CO
-2.04%
Shares16.6K
Event2026-06-30
Filed2026-07-09
MAIN
MAIN STR CAP CORP
9.18%
Shares46.8K
Event2026-06-30
Filed2026-07-09
BA
BOEING CO
0.22%
Shares11.2K
Event2026-06-30
Filed2026-07-09
MEDTRONIC PLC
MEDTRONIC PLC
-6.21%
Shares30.9K
Event2026-06-30
Filed2026-07-09
CVX
CHEVRON CORPORATION
-4.11%
Shares14.6K
Event2026-06-30
Filed2026-07-09
MGV
VANGUARD WORLD FD
147.57%
Shares14.6K
Event2026-06-30
Filed2026-07-09
SHOP
SHOPIFY INC
-5.97%
Shares20.9K
Event2026-06-30
Filed2026-07-09
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
-5.44%
Shares7.2K
Event2026-06-30
Filed2026-07-09
FTEC
FIDELITY COVINGTON TRUST
-1.89%
Shares8.3K
Event2026-06-30
Filed2026-07-09
GE
GE AEROSPACE
0.35%
Shares6.3K
Event2026-06-30
Filed2026-07-09
JAAA
JANUS DETROIT STR TR
19.43%
Shares46.4K
Event2026-06-30
Filed2026-07-09
JMST
J P MORGAN EXCHANGE TRADED F
0.24%
Shares46.0K
Event2026-06-30
Filed2026-07-09
SLYV
SPDR SERIES TRUST
-2.29%
Shares21.4K
Event2026-06-30
Filed2026-07-09
RPG
INVESCO EXCHANGE TRADED FD T
-0.05%
Shares36.5K
Event2026-06-30
Filed2026-07-09
COWZ
PACER FDS TR
28.02%
Shares36.9K
Event2026-06-30
Filed2026-07-09
SDY
SPDR SERIES TRUST
3.02%
Shares15.0K
Event2026-06-30
Filed2026-07-09
BUFF
INNOVATOR ETFS TRUST
0.10%
Shares43.0K
Event2026-06-30
Filed2026-07-09
PDI
PIMCO DYNAMIC INCOME FD
29.90%
Shares133.6K
Event2026-06-30
Filed2026-07-09
RISR
TIDAL TRUST I
177.91%
Shares62.4K
Event2026-06-30
Filed2026-07-09
XLY
SELECT SECTOR SPDR TR
-7.49%
Shares19.2K
Event2026-06-30
Filed2026-07-09
MO
ALTRIA GROUP INC
16.40%
Shares30.5K
Event2026-06-30
Filed2026-07-09
JIVE
J P MORGAN EXCHANGE TRADED F
0.50%
Shares23.5K
Event2026-06-30
Filed2026-07-09
VT
VANGUARD INTL EQUITY INDEX F
0.05%
Shares13.7K
Event2026-06-30
Filed2026-07-09
IEMG
ISHARES INC
-63.78%
Shares25.9K
Event2026-06-30
Filed2026-07-09
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
9.09%
Shares18.3K
Event2026-06-30
Filed2026-07-09
NETFLIX INC.
NETFLIX INC.
-9.93%
Shares29.8K
Event2026-06-30
Filed2026-07-09
VRT
VERTIV HOLDINGS CO
-68.83%
Shares6.3K
Event2026-06-30
Filed2026-07-09
SMH
VANECK ETF TRUST
6.97%
Shares3.2K
Event2026-06-30
Filed2026-07-09
IYG
ISHARES TR
4.78%
Shares23.2K
Event2026-06-30
Filed2026-07-09
DIA
STATE STR SPDR DOW JONES IND
-0.69%
Shares4.0K
Event2026-06-30
Filed2026-07-09
KO
COCA COLA CO
-3.00%
Shares25.3K
Event2026-06-30
Filed2026-07-09
FEX
FIRST TR EXCHANGE-TRADED ALP
-0.32%
Shares14.7K
Event2026-06-30
Filed2026-07-09
IHDG
WISDOMTREE TR
-3.76%
Shares38.7K
Event2026-06-30
Filed2026-07-09
IWB
ISHARES TR
-6.21%
Shares4.9K
Event2026-06-30
Filed2026-07-09
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
1.71%
Shares3.8K
Event2026-06-30
Filed2026-07-09
DHR
DANAHER CORP DEL
2.73%
Shares10.2K
Event2026-06-30
Filed2026-07-09
BMAY
INNOVATOR ETFS TRUST
-6.34%
Shares41.1K
Event2026-06-30
Filed2026-07-09
PWB
INVESCO EXCHANGE TRADED FD T
1.80%
Shares11.5K
Event2026-06-30
Filed2026-07-09
IBM
INTERNATIONAL BUSINESS MACHS
3.18%
Shares6.9K
Event2026-06-30
Filed2026-07-09
SHYL
DBX ETF TR
42.90%
Shares42.1K
Event2026-06-30
Filed2026-07-09
DFIV
DIMENSIONAL ETF TRUST
4.01%
Shares34.5K
Event2026-06-30
Filed2026-07-09
XTEN
BONDBLOXX ETF TRUST
-31.71%
Shares40.7K
Event2026-06-30
Filed2026-07-09
IMCG
ISHARES TR
-3.16%
Shares18.8K
Event2026-06-30
Filed2026-07-09
GGG
GRACO INC
5.22%
Shares24.2K
Event2026-06-30
Filed2026-07-09
ILCG
ISHARES TR
-26.65%
Shares15.6K
Event2026-06-30
Filed2026-07-09
STIP
ISHARES TR
39.94%
Shares17.8K
Event2026-06-30
Filed2026-07-09
VBR
VANGUARD INDEX FDS
-5.52%
Shares7.4K
Event2026-06-30
Filed2026-07-09
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares8.0K
Event2026-06-30
Filed2026-07-09
SLV
ISHARES SILVER TR
-2.16%
Shares33.5K
Event2026-06-30
Filed2026-07-09
EFA
ISHARES TR
-35.37%
Shares17.2K
Event2026-06-30
Filed2026-07-09
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares8.0K
Event2026-06-30
Filed2026-07-09
OHI
OMEGA HEALTHCARE INVS INC
10.38%
Shares36.8K
Event2026-06-30
Filed2026-07-09
JPEM
J P MORGAN EXCHANGE TRADED F
3.47%
Shares27.9K
Event2026-06-30
Filed2026-07-09
SOUTHERN CO
SOUTHERN CO
1.03%
Shares18.2K
Event2026-06-30
Filed2026-07-09
MDY
STATE STR SPDR S&P MIDCAP 40
-4.49%
Shares2.4K
Event2026-06-30
Filed2026-07-09
SCHR
SCHWAB STRATEGIC TR
-5.94%
Shares69.1K
Event2026-06-30
Filed2026-07-09
VNQ
VANGUARD INDEX FDS
-2.05%
Shares17.6K
Event2026-06-30
Filed2026-07-09
SCHC
SCHWAB STRATEGIC TR
-0.14%
Shares35.3K
Event2026-06-30
Filed2026-07-09
MOAT
VANECK ETF TRUST
-1.47%
Shares16.2K
Event2026-06-30
Filed2026-07-09
SCHW
SCHWAB CHARLES CORP
15.97%
Shares18.2K
Event2026-06-30
Filed2026-07-09
ARM
ARM HOLDINGS PLC
0.00%
Shares4.6K
Event2026-06-30
Filed2026-07-09
DBEF
DBX ETF TR
131.80%
Shares30.1K
Event2026-06-30
Filed2026-07-09
TFLO
ISHARES TR
-3.61%
Shares31.8K
Event2026-06-30
Filed2026-07-09
AXP
AMERICAN EXPRESS CO
11.93%
Shares4.7K
Event2026-06-30
Filed2026-07-09
DUK
DUKE ENERGY CORP NEW
-5.42%
Shares12.6K
Event2026-06-30
Filed2026-07-09
BSX
BOSTON SCIENTIFIC CORP
39.93%
Shares37.2K
Event2026-06-30
Filed2026-07-09
DSI
ISHARES TR
10.98%
Shares11.0K
Event2026-06-30
Filed2026-07-09
ISHARES TR
ISHARES TR
-1.46%
Shares15.9K
Event2026-06-30
Filed2026-07-09
EFAV
ISHARES TR
38.93%
Shares17.4K
Event2026-06-30
Filed2026-07-09
DELL
DELL TECHNOLOGIES INC
15.39%
Shares3.5K
Event2026-06-30
Filed2026-07-09
IRM
IRON MTN INC DEL
0.03%
Shares11.9K
Event2026-06-30
Filed2026-07-09
UITB
VICTORY PORTFOLIOS II
-0.76%
Shares32.3K
Event2026-06-30
Filed2026-07-09
ITOT
ISHARES TR
-0.09%
Shares9.1K
Event2026-06-30
Filed2026-07-09
RDDT
REDDIT INC
-27.70%
Shares8.6K
Event2026-06-30
Filed2026-07-09
GEV
GE VERNOVA INC
13.77%
Shares1.3K
Event2026-06-30
Filed2026-07-09
DVY
ISHARES TR
0.19%
Shares9.5K
Event2026-06-30
Filed2026-07-09
OTTR
OTTER TAIL CORP
-3.46%
Shares16.4K
Event2026-06-30
Filed2026-07-09
VZ
VERIZON COMMUNICATIONS INC
30.07%
Shares34.5K
Event2026-06-30
Filed2026-07-09
ENB
ENBRIDGE INC
10.05%
Shares26.9K
Event2026-06-30
Filed2026-07-09
DE
DEERE & CO
0.97%
Shares2.3K
Event2026-06-30
Filed2026-07-09
FVD
FIRST TR EXCHANGE-TRADED FD
3.02%
Shares29.8K
Event2026-06-30
Filed2026-07-09
RTX CORPORATION
RTX CORPORATION
3.32%
Shares7.5K
Event2026-06-30
Filed2026-07-09
VIS
VANGUARD WORLD FD
2.61%
Shares3.9K
Event2026-06-30
Filed2026-07-09
TMO
THERMO FISHER SCIENTIFIC INC
-6.11%
Shares2.8K
Event2026-06-30
Filed2026-07-09
MRK
MERCK & CO INC
1.32%
Shares10.9K
Event2026-06-30
Filed2026-07-09
UNP
UNION PAC CORP
2.61%
Shares5.0K
Event2026-06-30
Filed2026-07-09
ALPS ETF TR
ALPS ETF TR
2.58%
Shares26.4K
Event2026-06-30
Filed2026-07-09
AMGN
AMGEN INC
-1.86%
Shares3.7K
Event2026-06-30
Filed2026-07-09
PMAY
INNOVATOR ETFS TRUST
73.00%
Shares32.6K
Event2026-06-30
Filed2026-07-09
SGOV
ISHARES TR
3.59%
Shares13.4K
Event2026-06-30
Filed2026-07-09
IGSB
ISHARES TR
-0.61%
Shares25.6K
Event2026-06-30
Filed2026-07-09
STOT
SSGA ACTIVE TR
-3.62%
Shares28.5K
Event2026-06-30
Filed2026-07-09
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares7.8K
Event2026-06-30
Filed2026-07-09
BE
BLOOM ENERGY CORP
19.13%
Shares4.4K
Event2026-06-30
Filed2026-07-09
VCIT
VANGUARD SCOTTSDALE FDS
261.63%
Shares16.1K
Event2026-06-30
Filed2026-07-09
PVAL
PUTNAM ETF TRUST
-28.20%
Shares26.0K
Event2026-06-30
Filed2026-07-09
FEBW
AIM ETF PRODUCTS TRUST
-0.33%
Shares36.5K
Event2026-06-30
Filed2026-07-09
WASTE MGMT INC DEL
WASTE MGMT INC DEL
0.21%
Shares5.7K
Event2026-06-30
Filed2026-07-09
NJAN
INNOVATOR ETFS TRUST
-10.65%
Shares21.3K
Event2026-06-30
Filed2026-07-09
ORACLE CORP
ORACLE CORP
14.66%
Shares8.5K
Event2026-06-30
Filed2026-07-09
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
6.17%
Shares23.9K
Event2026-06-30
Filed2026-07-09
TXN
TEXAS INSTRS INC
1.71%
Shares4.1K
Event2026-06-30
Filed2026-07-09
FNDE
SCHWAB STRATEGIC TR
19.38%
Shares30.7K
Event2026-06-30
Filed2026-07-09
DECW
AIM ETF PRODUCTS TRUST
0.01%
Shares33.8K
Event2026-06-30
Filed2026-07-09
SRV
NXG CUSHING MIDSTREAM ENERGY
23.40%
Shares24.0K
Event2026-06-30
Filed2026-07-09
BIBL
NORTHERN LTS FD TR IV
5.22%
Shares20.7K
Event2026-06-30
Filed2026-07-09
FENI
FIDELITY COVINGTON TRUST
10.04%
Shares29.8K
Event2026-06-30
Filed2026-07-09
EYLD
CAMBRIA ETF TR
16.52%
Shares26.1K
Event2026-06-30
Filed2026-07-09
DIS
DISNEY WALT CO
31.39%
Shares12.3K
Event2026-06-30
Filed2026-07-09
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
115.89%
Shares19.0K
Event2026-06-30
Filed2026-07-09
PEP
PEPSICO INC
-4.32%
Shares8.5K
Event2026-06-30
Filed2026-07-09
PDP
INVESCO EXCHANGE TRADED FD T
2.74%
Shares7.5K
Event2026-06-30
Filed2026-07-09
EAGG
ISHARES TR
12.48%
Shares24.0K
Event2026-06-30
Filed2026-07-09
SUN
SUNOCO LP/SUNOCO FIN CORP
-1.67%
Shares16.6K
Event2026-06-30
Filed2026-07-09
XLG
INVESCO EXCHANGE TRADED FD T
-73.85%
Shares18.3K
Event2026-06-30
Filed2026-07-09
ICVT
ISHARES TR
86.43%
Shares9.2K
Event2026-06-30
Filed2026-07-09
JULW
AIM ETF PRODUCTS TRUST
0.45%
Shares27.4K
Event2026-06-30
Filed2026-07-09
APRW
AIM ETF PRODUCTS TRUST
24.96%
Shares29.9K
Event2026-06-30
Filed2026-07-09
NEXTERA ENERGY INC
NEXTERA ENERGY INC
36.86%
Shares12.6K
Event2026-06-30
Filed2026-07-09
ETN
EATON CORP PLC
3.12%
Shares2.5K
Event2026-06-30
Filed2026-07-09
IBB
ISHARES TR
-8.41%
Shares5.7K
Event2026-06-30
Filed2026-07-09
GSY
INVESCO ACTIVELY MANAGED EXC
New
Shares21.5K
Event2026-06-30
Filed2026-07-09
OKE
ONEOK INC NEW
-0.54%
Shares12.4K
Event2026-06-30
Filed2026-07-09
PFF
ISHARES TR
-1.84%
Shares35.2K
Event2026-06-30
Filed2026-07-09
PFE
PFIZER INC
3.90%
Shares44.3K
Event2026-06-30
Filed2026-07-09
NMS
NUVEEN MINN QUALITY MUN INM
-10.53%
Shares87.1K
Event2026-06-30
Filed2026-07-09
IJH
ISHARES TR
-8.03%
Shares13.7K
Event2026-06-30
Filed2026-07-09
SHW
SHERWIN WILLIAMS CO
-1.27%
Shares3.0K
Event2026-06-30
Filed2026-07-09
SPYX
SPDR SERIES TRUST
-0.84%
Shares16.9K
Event2026-06-30
Filed2026-07-09
XLI
SELECT SECTOR SPDR TR
-1.23%
Shares5.5K
Event2026-06-30
Filed2026-07-09
VV
VANGUARD INDEX FDS
-14.85%
Shares2.9K
Event2026-06-30
Filed2026-07-09
QCOM
QUALCOMM INC
-10.88%
Shares5.4K
Event2026-06-30
Filed2026-07-09
URA
GLOBAL X FDS
2.10%
Shares22.8K
Event2026-06-30
Filed2026-07-09
O
REALTY INCOME CORP
7.50%
Shares16.0K
Event2026-06-30
Filed2026-07-09
DGRO
ISHARES TR
10.81%
Shares12.9K
Event2026-06-30
Filed2026-07-09
DON
WISDOMTREE TR
0.71%
Shares17.3K
Event2026-06-30
Filed2026-07-09
FTGC
FIRST TR EXCHANGE TRAD FD VI
18.88%
Shares36.1K
Event2026-06-30
Filed2026-07-09
UPS
UNITED PARCEL SVCS INC
0.09%
Shares9.0K
Event2026-06-30
Filed2026-07-09
IWO
ISHARES TR
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-09
FLBL
FRANKLIN TEMPLETON ETF TR
4.15%
Shares42.2K
Event2026-06-30
Filed2026-07-09
FMAY
FIRST TR EXCHNG TRADED FD VI
-0.01%
Shares17.2K
Event2026-06-30
Filed2026-07-09
MUNI
PIMCO ETF TR
57.99%
Shares18.3K
Event2026-06-30
Filed2026-07-09
MGK
VANGUARD WORLD FD
422.22%
Shares11.0K
Event2026-06-30
Filed2026-07-09
NANR
SPDR INDEX SHS FDS
8.30%
Shares12.6K
Event2026-06-30
Filed2026-07-09
XLC
SELECT SECTOR SPDR TR
-1.87%
Shares8.9K
Event2026-06-30
Filed2026-07-09
PJAN
INNOVATOR ETFS TRUST
0.21%
Shares19.1K
Event2026-06-30
Filed2026-07-09
GRID
FIRST TR EXCHANGE-TRADED FD
52.91%
Shares4.9K
Event2026-06-30
Filed2026-07-09
SEPW
AIM ETF PRODUCTS TRUST
-1.27%
Shares28.2K
Event2026-06-30
Filed2026-07-09
FTCS
FIRST TR EXCHANGE-TRADED FD
0.15%
Shares10.0K
Event2026-06-30
Filed2026-07-09
BST
BLACKROCK SCIENCE & TECHNOLO
6.01%
Shares18.5K
Event2026-06-30
Filed2026-07-09
LMT
LOCKHEED MARTIN CORP
4.15%
Shares1.8K
Event2026-06-30
Filed2026-07-09
GNMA
ISHARES TR
1.73%
Shares21.1K
Event2026-06-30
Filed2026-07-09
PM
PHILIP MORRIS INTL INC
2.12%
Shares5.1K
Event2026-06-30
Filed2026-07-09
PJUN
INNOVATOR ETFS TRUST
0.00%
Shares21.3K
Event2026-06-30
Filed2026-07-09
PAUG
INNOVATOR ETFS TRUST
0.55%
Shares20.1K
Event2026-06-30
Filed2026-07-09
VXF
VANGUARD INDEX FDS
-4.17%
Shares3.7K
Event2026-06-30
Filed2026-07-09
VTIP
VANGUARD MALVERN FDS
-4.76%
Shares18.2K
Event2026-06-30
Filed2026-07-09
BKNG
BOOKING HOLDINGS INC
2419.80%
Shares5.1K
Event2026-06-30
Filed2026-07-09
VPU
VANGUARD WORLD FD
-14.99%
Shares4.6K
Event2026-06-30
Filed2026-07-09
FSMD
FIDELITY COVINGTON TRUST
1.20%
Shares17.0K
Event2026-06-30
Filed2026-07-09
AUGW
AIM ETF PRODUCTS TRUST
2.30%
Shares26.4K
Event2026-06-30
Filed2026-07-09
ROK
ROCKWELL AUTOMATION INC
1.80%
Shares1.8K
Event2026-06-30
Filed2026-07-09
RSPF
INVESCO EXCHANGE TRADED FD T
-22.55%
Shares11.5K
Event2026-06-30
Filed2026-07-09
XAR
SPDR SERIES TRUST
5.58%
Shares3.1K
Event2026-06-30
Filed2026-07-09
POCT
INNOVATOR ETFS TRUST
0.00%
Shares19.1K
Event2026-06-30
Filed2026-07-09
SCCO
SOUTHERN COPPER CORP
16.67%
Shares5.0K
Event2026-06-30
Filed2026-07-09
HYEM
VANECK ETF TRUST
7.57%
Shares43.2K
Event2026-06-30
Filed2026-07-09
WORLD GOLD TR
WORLD GOLD TR
-30.66%
Shares10.9K
Event2026-06-30
Filed2026-07-09
PH
PARKER-HANNIFIN CORP
0.57%
Shares878
Event2026-06-30
Filed2026-07-09
PSEP
INNOVATOR ETFS TRUST
-0.62%
Shares18.7K
Event2026-06-30
Filed2026-07-09
NOCT
INNOVATOR ETFS TRUST
0.00%
Shares13.6K
Event2026-06-30
Filed2026-07-09
PFEB
INNOVATOR ETFS TRUST
-0.48%
Shares19.7K
Event2026-06-30
Filed2026-07-09
MTZ
MASTEC INC
0.60%
Shares2.0K
Event2026-06-30
Filed2026-07-09
MELI
MERCADOLIBRE INC
-9.69%
Shares494
Event2026-06-30
Filed2026-07-09
IJK
ISHARES TR
-0.60%
Shares7.1K
Event2026-06-30
Filed2026-07-09
VDE
VANGUARD WORLD FD
-5.47%
Shares5.5K
Event2026-06-30
Filed2026-07-09
LQD
ISHARES TR
-7.74%
Shares7.5K
Event2026-06-30
Filed2026-07-09
NVO
NOVO-NORDISK A S
104.24%
Shares17.0K
Event2026-06-30
Filed2026-07-09
ETV
EATON VANCE TAX-MANAGED BUY-
-3.45%
Shares54.6K
Event2026-06-30
Filed2026-07-09
BJAN
INNOVATOR ETFS TRUST
-0.95%
Shares13.8K
Event2026-06-30
Filed2026-07-09
PRU
PRUDENTIAL FINL INC
-1.76%
Shares7.5K
Event2026-06-30
Filed2026-07-09
JUNW
AIM ETF PRODUCTS TRUST
117.33%
Shares23.4K
Event2026-06-30
Filed2026-07-09
CELCUITY INC
CELCUITY INC
-12.75%
Shares7.7K
Event2026-06-30
Filed2026-07-09
SBUX
STARBUCKS CORP
-2.37%
Shares7.9K
Event2026-06-30
Filed2026-07-09
CVS
CVS HEALTH CORP
-27.38%
Shares7.8K
Event2026-06-30
Filed2026-07-09
RFV
INVESCO EXCHANGE TRADED FD T
New
Shares5.5K
Event2026-06-30
Filed2026-07-09
NJUL
INNOVATOR ETFS TRUST
-3.69%
Shares10.1K
Event2026-06-30
Filed2026-07-09
ADP
AUTOMATIC DATA PROCESSING IN
0.09%
Shares3.5K
Event2026-06-30
Filed2026-07-09
SPYG
SPDR SERIES TRUST
-11.34%
Shares6.5K
Event2026-06-30
Filed2026-07-09
GOF
GUGGENHEIM STRATEGIC OPPORTU
1.94%
Shares70.6K
Event2026-06-30
Filed2026-07-09
ITW
ILLINOIS TOOL WKS INC
1.00%
Shares2.8K
Event2026-06-30
Filed2026-07-09
MDYG
SPDR SERIES TRUST
-8.40%
Shares6.8K
Event2026-06-30
Filed2026-07-09
QTUM
ETF SER SOLUTIONS
59.01%
Shares4.6K
Event2026-06-30
Filed2026-07-09
CGGR
CAPITAL GROUP GROWTH ETF
New
Shares15.8K
Event2026-06-30
Filed2026-07-09
DFAT
DIMENSIONAL ETF TRUST
0.85%
Shares10.6K
Event2026-06-30
Filed2026-07-09
NULV
NUSHARES ETF TR
-3.63%
Shares14.8K
Event2026-06-30
Filed2026-07-09
WEC
WEC ENERGY GROUP INC
4.19%
Shares6.3K
Event2026-06-30
Filed2026-07-09
FDVV
FIDELITY COVINGTON TRUST
1.99%
Shares12.2K
Event2026-06-30
Filed2026-07-09
SCHH
SCHWAB STRATEGIC TR
5.97%
Shares30.9K
Event2026-06-30
Filed2026-07-09
FNDA
SCHWAB STRATEGIC TR
0.54%
Shares19.2K
Event2026-06-30
Filed2026-07-09
ESGV
VANGUARD WORLD FD
6.06%
Shares5.5K
Event2026-06-30
Filed2026-07-09
BSTZ
BLACKROCK SCIENCE & TECHNOLO
11.07%
Shares24.0K
Event2026-06-30
Filed2026-07-09
F
FORD MTR CO
-7.70%
Shares51.4K
Event2026-06-30
Filed2026-07-09
AEYE
AUDIOEYE INC
35.70%
Shares122.7K
Event2026-06-30
Filed2026-07-09
ALAB
ASTERA LABS INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-09
DKL
DELEK LOGISTICS PARTNERS LP
2.23%
Shares13.7K
Event2026-06-30
Filed2026-07-09
FIDU
FIDELITY COVINGTON TRUST
9.45%
Shares7.1K
Event2026-06-30
Filed2026-07-09
NOBL
PROSHARES TR
87.74%
Shares12.5K
Event2026-06-30
Filed2026-07-09
SOLV
SOLVENTUM CORP
3.40%
Shares9.1K
Event2026-06-30
Filed2026-07-09
NULG
NUSHARES ETF TR
1.10%
Shares6.0K
Event2026-06-30
Filed2026-07-09
CGBL
CAPITAL GROUP CORE BALANCED
84.48%
Shares18.2K
Event2026-06-30
Filed2026-07-09
AOR
ISHARES TR
-61.27%
Shares10.0K
Event2026-06-30
Filed2026-07-09
PFRL
PGIM ETF TR
New
Shares13.9K
Event2026-06-30
Filed2026-07-09
HDV
ISHARES TR
407.82%
Shares25.2K
Event2026-06-30
Filed2026-07-09
NSC
NORFOLK SOUTHN CORP
-5.40%
Shares2.2K
Event2026-06-30
Filed2026-07-09
ESGE
ISHARES INC
8.69%
Shares12.6K
Event2026-06-30
Filed2026-07-09
MRVL
MARVELL TECHNOLOGY INC
-31.58%
Shares2.3K
Event2026-06-30
Filed2026-07-09
CLOUDFLARE INC
CLOUDFLARE INC
20.74%
Shares2.8K
Event2026-06-30
Filed2026-07-09
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-35.64%
Shares708
Event2026-06-30
Filed2026-07-09
LCTU
BLACKROCK ETF TRUST
61.66%
Shares8.4K
Event2026-06-30
Filed2026-07-09
QQQE
DIREXION SHARES ETF TRUST
-6.94%
Shares5.4K
Event2026-06-30
Filed2026-07-09
BJUN
INNOVATOR ETFS TRUST
0.00%
Shares13.5K
Event2026-06-30
Filed2026-07-09
KMB
KIMBERLY-CLARK CORP
-10.22%
Shares5.9K
Event2026-06-30
Filed2026-07-09
CIBR
FIRST TR EXCHANGE-TRADED FD
-1.28%
Shares7.3K
Event2026-06-30
Filed2026-07-09
PSX
PHILLIPS 66
-0.54%
Shares3.9K
Event2026-06-30
Filed2026-07-09
AEP
AMERICAN ELEC PWR CO INC
6.73%
Shares4.7K
Event2026-06-30
Filed2026-07-09
JPMB
J P MORGAN EXCHANGE TRADED F
-3.50%
Shares16.0K
Event2026-06-30
Filed2026-07-09
IRT
INDEPENDENCE RLTY TR INC
-6.11%
Shares38.5K
Event2026-06-30
Filed2026-07-09
ORLY
OREILLY AUTOMOTIVE INC
-4.09%
Shares7.0K
Event2026-06-30
Filed2026-07-09
FDX
FEDEX CORP
4.73%
Shares2.0K
Event2026-06-30
Filed2026-07-09
JANT
AIM ETF PRODUCTS TRUST
-1.84%
Shares14.5K
Event2026-06-30
Filed2026-07-09
MAGS
LISTED FDS TR
-22.66%
Shares9.9K
Event2026-06-30
Filed2026-07-09
MNA
NEW YORK LIFE INVESTMENTS ET
-4.45%
Shares17.3K
Event2026-06-30
Filed2026-07-09
C
CITIGROUP INC
6.00%
Shares4.5K
Event2026-06-30
Filed2026-07-09
UTG
REAVES UTIL INCOME FD
8.12%
Shares15.3K
Event2026-06-30
Filed2026-07-09
BX
BLACKSTONE INC
4.12%
Shares5.3K
Event2026-06-30
Filed2026-07-09
SUSC
ISHARES TR
21.76%
Shares26.7K
Event2026-06-30
Filed2026-07-09
IWC
ISHARES TR
1.45%
Shares3.1K
Event2026-06-30
Filed2026-07-09
PJUL
INNOVATOR ETFS TRUST
0.00%
Shares12.6K
Event2026-06-30
Filed2026-07-09
DUSA
DAVIS FUNDAMENTAL ETF TR
-16.16%
Shares10.8K
Event2026-06-30
Filed2026-07-09
PFG
PRINCIPAL FINANCIAL GROUP IN
2.00%
Shares5.6K
Event2026-06-30
Filed2026-07-09
NBIS
NEBIUS GROUP N.V.
New
Shares2.2K
Event2026-06-30
Filed2026-07-09
RSPN
INVESCO EXCHANGE TRADED FD T
-0.79%
Shares9.3K
Event2026-06-30
Filed2026-07-09
OCTW
AIM ETF PRODUCTS TRUST
0.32%
Shares14.5K
Event2026-06-30
Filed2026-07-09
ETR
ENTERGY CORP NEW
0.89%
Shares5.1K
Event2026-06-30
Filed2026-07-09
ISRG
INTUITIVE SURGICAL INC
6.66%
Shares1.5K
Event2026-06-30
Filed2026-07-09
NVBW
AIM ETF PRODUCTS TRUST
-1.12%
Shares16.3K
Event2026-06-30
Filed2026-07-09
ET
ENERGY TRANSFER L P
42.19%
Shares30.0K
Event2026-06-30
Filed2026-07-09
FI
FISERV INC
-13.03%
Shares11.6K
Event2026-06-30
Filed2026-07-09
CI
THE CIGNA GROUP
-9.86%
Shares2.1K
Event2026-06-30
Filed2026-07-09
HUBB
HUBBELL INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-09
SAR
SARATOGA INVT CORP
19.09%
Shares25.2K
Event2026-06-30
Filed2026-07-09
VIOO
VANGUARD ADMIRAL FDS INC
-2.65%
Shares4.1K
Event2026-06-30
Filed2026-07-09
ADOBE INC
ADOBE INC
50.36%
Shares2.7K
Event2026-06-30
Filed2026-07-09
ONDS
ONDAS INC
19.06%
Shares67.7K
Event2026-06-30
Filed2026-07-09
ADI
ANALOG DEVICES INC
-0.78%
Shares1.4K
Event2026-06-30
Filed2026-07-09
LRCX
LAM RESEARCH CORP
-0.70%
Shares1.3K
Event2026-06-30
Filed2026-07-09
DES
WISDOMTREE TR
2.24%
Shares13.4K
Event2026-06-30
Filed2026-07-09
MS
MORGAN STANLEY
5.79%
Shares2.6K
Event2026-06-30
Filed2026-07-09
ASML
ASML HLDG NV
4.20%
Shares273
Event2026-06-30
Filed2026-07-09
XLRE
SELECT SECTOR SPDR TR
-7.77%
Shares12.3K
Event2026-06-30
Filed2026-07-09
IWN
ISHARES TR
0.29%
Shares2.4K
Event2026-06-30
Filed2026-07-09
ADSK
AUTODESK INC
-22.18%
Shares2.7K
Event2026-06-30
Filed2026-07-09
FEM
FIRST TR EXCH TRD ALPHDX FD
-32.16%
Shares16.6K
Event2026-06-30
Filed2026-07-09
TLT
ISHARES TR
-11.80%
Shares6.1K
Event2026-06-30
Filed2026-07-09
SPIB
SPDR SERIES TRUST
-2.81%
Shares15.6K
Event2026-06-30
Filed2026-07-09
FTNT
FORTINET INC
10.47%
Shares3.4K
Event2026-06-30
Filed2026-07-09
SNOWFLAKE INC
SNOWFLAKE INC
-7.06%
Shares2.0K
Event2026-06-30
Filed2026-07-09
AME
AMETEK INC
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-09
JANW
AIM ETF PRODUCTS TRUST
-0.36%
Shares13.3K
Event2026-06-30
Filed2026-07-09
ANET
ARISTA NETWORKS INC
-24.37%
Shares3.0K
Event2026-06-30
Filed2026-07-09
FFEB
FIRST TR EXCHNG TRADED FD VI
-21.08%
Shares8.3K
Event2026-06-30
Filed2026-07-09
MPLX
MPLX LP
4.65%
Shares9.0K
Event2026-06-30
Filed2026-07-09
FXO
FIRST TR EXCHANGE-TRADED FD
-2.56%
Shares8.1K
Event2026-06-30
Filed2026-07-09
WDC
WESTERN DIGITAL CORP
New
Shares789
Event2026-06-30
Filed2026-07-09
TFC
TRUIST FINL CORP
New
Shares10.0K
Event2026-06-30
Filed2026-07-09
FLOT
ISHARES TR
-18.08%
Shares9.7K
Event2026-06-30
Filed2026-07-09
WPC
WP CAREY INC
1.79%
Shares6.9K
Event2026-06-30
Filed2026-07-09
GLRY
NORTHERN LTS FD TR IV
3.99%
Shares11.2K
Event2026-06-30
Filed2026-07-09
HYG
ISHARES TR
-14.87%
Shares6.0K
Event2026-06-30
Filed2026-07-09
VLO
VALERO ENERGY CORP
0.38%
Shares1.9K
Event2026-06-30
Filed2026-07-09
MINT
PIMCO ETF TR
-1.98%
Shares4.7K
Event2026-06-30
Filed2026-07-09
FDN
FIRST TR EXCHANGE-TRADED FD
-16.95%
Shares1.8K
Event2026-06-30
Filed2026-07-09
IJS
ISHARES TR
-0.97%
Shares3.5K
Event2026-06-30
Filed2026-07-09
URI
UNITED RENTALS INC
-3.72%
Shares414
Event2026-06-30
Filed2026-07-09
IGPT
INVESCO EXCHANGE TRADED FD T
8.47%
Shares4.5K
Event2026-06-30
Filed2026-07-09
NAPR
INNOVATOR ETFS TRUST
-4.35%
Shares7.8K
Event2026-06-30
Filed2026-07-09
OUSA
ALPS ETF TR
0.38%
Shares8.0K
Event2026-06-30
Filed2026-07-09
ADVANCED DRAIN SYS INC DEL
ADVANCED DRAIN SYS INC DEL
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-09
EMR
EMERSON ELEC CO
0.00%
Shares3.2K
Event2026-06-30
Filed2026-07-09
FLQS
FRANKLIN TEMPLETON ETF TR
5.49%
Shares9.4K
Event2026-06-30
Filed2026-07-09
VPL
VANGUARD INTL EQUITY INDEX F
-4.84%
Shares4.0K
Event2026-06-30
Filed2026-07-09
PAPR
INNOVATOR ETFS TRUST
-11.59%
Shares10.9K
Event2026-06-30
Filed2026-07-09
FBND
FIDELITY MERRIMACK STR TR
-16.97%
Shares10.0K
Event2026-06-30
Filed2026-07-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Focus Financial Network, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo