Sponsored
The Analysis of Fortis Group Advisors, LLC's Holdings & P&L
Currently, Fortis Group Advisors, LLC holds 619 types of securities in its portfolio with a total value $625.9M. In the most recent quarter, they have increased their positions in USDU (+297.4K shares, valued at $8.0M), VYMI (+53.6K shares, valued at $5.3M), SPHB (+33.7K shares, valued at $5.2M); decreased their positions in BIL (-64.7K shares, valued at $5.9M), XTL (-21.6K shares, valued at $4.9M), SMH (-6.0K shares, valued at $3.9M); initiated new positions in USDU (+297.4K shares, valued at $8.0M), XAR (+18.4K shares, valued at $5.2M), VFMO (+14.7K shares, valued at $3.7M).
1M P&L
-6.6M-1.33%
3M P&L
-7.0M-1.40%
HY P&L
+11.8M+2.47%
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/A414.9M
77.8%
2Consumer Electronics14.1M
2.6%
3Semiconductors11.3M
2.1%
Top Industries by Stock Count
1N/A237 stocks
42.6%
2Utilities - Regulated Electric14 stocks
2.5%
3Entertainment12 stocks
2.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II57.8K sharesnew addition2026-06-302026-07-24
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BIL
-17.14%SPDR SERIES TRUST
Shares312.9K
Event2026-06-30
Filed2026-07-24
QQQ
-10.46%INVESCO QQQ
Shares35.8K
Event2026-06-30
Filed2026-07-24
RSP
8.88%INVESCO S&P
Shares85.4K
Event2026-06-30
Filed2026-07-24
STATE STREET
-2.25%STATE STREET
Shares22.8K
Event2026-06-30
Filed2026-07-24
SPMO
1.68%INVESCO EXCH TRADED FD TR II
Shares97.9K
Event2026-06-30
Filed2026-07-24
AAPL
-9.04%APPLE INC
Shares48.7K
Event2026-06-30
Filed2026-07-24
GLD
-6.38%SPDR GOLD
Shares36.8K
Event2026-06-30
Filed2026-07-24
SPHB
77.29%INVESCO EXCH TRADED FD TR II
Shares77.2K
Event2026-06-30
Filed2026-07-24
SPYG
-1.20%SPDR SERIES TRUST
Shares94.1K
Event2026-06-30
Filed2026-07-24
QQQM
0.61%INVESCO EXCH TRADED FD TR II
Shares36.9K
Event2026-06-30
Filed2026-07-24
BILS
73.34%SPDR SERIES TRUST
Shares109.5K
Event2026-06-30
Filed2026-07-24
ALERIAN MLP
3.31%ALERIAN MLP
Shares189.9K
Event2026-06-30
Filed2026-07-24
GOOGL
-3.79%ALPHABET INC
Shares25.4K
Event2026-06-30
Filed2026-07-24
AMZN
-2.93%AMAZON COM
Shares36.5K
Event2026-06-30
Filed2026-07-24
IWN
-0.04%ISHARES TR
Shares39.2K
Event2026-06-30
Filed2026-07-24
STATE STREET
1.42%STATE STREET
Shares92.7K
Event2026-06-30
Filed2026-07-24
USDU
NewWISDOMTREE TR
Shares297.4K
Event2026-06-30
Filed2026-07-24
JAAA
-0.81%JANUS DETROIT STR TR
Shares151.7K
Event2026-06-30
Filed2026-07-24
IWO
-1.43%ISHARES RUSSELL
Shares18.8K
Event2026-06-30
Filed2026-07-24
AAAU
74.53%GOLDMAN SACHS PHYSICAL GOLD
Shares181.3K
Event2026-06-30
Filed2026-07-24
VT
78.43%VANGUARD TOTAL
Shares42.4K
Event2026-06-30
Filed2026-07-24
SPHD
-3.80%INVESCO EXCH TRADED FD TR II
Shares123.5K
Event2026-06-30
Filed2026-07-24
SGOV
12.83%ISHARES TR
Shares61.7K
Event2026-06-30
Filed2026-07-24
XLV
220.27%STATE STREET
Shares36.1K
Event2026-06-30
Filed2026-07-24
XLRE
53.87%SELECT SECTOR SPDR TR
Shares126.8K
Event2026-06-30
Filed2026-07-24
MTUM
-0.80%ISHARES TR
Shares16.1K
Event2026-06-30
Filed2026-07-24
VYMI
2271.92%VANGUARD WHITEHALL FDS
Shares56.0K
Event2026-06-30
Filed2026-07-24
XAR
NewSPDR SERIES TRUST
Shares18.4K
Event2026-06-30
Filed2026-07-24
NVDA
-12.18%NVIDIA CORP
Shares25.5K
Event2026-06-30
Filed2026-07-24
TBIL
-13.80%RBB FD INC
Shares102.2K
Event2026-06-30
Filed2026-07-24
ALLW
0.11%SSGA ACTIVE TR
Shares172.6K
Event2026-06-30
Filed2026-07-24
WASTE MANAGEMENT
211.75%WASTE MANAGEMENT
Shares22.3K
Event2026-06-30
Filed2026-07-24
DIA
3.34%STATE STREET
Shares9.5K
Event2026-06-30
Filed2026-07-24
TLT
37.19%ISHARES 20
Shares56.2K
Event2026-06-30
Filed2026-07-24
QTUM
114.06%ETF SER SOLUTIONS
Shares28.4K
Event2026-06-30
Filed2026-07-24
GVAL
0.60%CAMBRIA ETF TR
Shares130.0K
Event2026-06-30
Filed2026-07-24
VUG
-0.11%VANGUARD GROWTH
Shares54.1K
Event2026-06-30
Filed2026-07-24
SPLV
2.54%INVESCO EXCH TRADED FD TR II
Shares62.0K
Event2026-06-30
Filed2026-07-24
HECA
102.44%ETF OPPORTUNITIES TRUST
Shares164.9K
Event2026-06-30
Filed2026-07-24
MSFT
-0.51%MICROSOFT CORP
Shares11.4K
Event2026-06-30
Filed2026-07-24
VANGUARD SCOTTSDALE FDS
-0.67%VANGUARD SCOTTSDALE FDS
Shares34.8K
Event2026-06-30
Filed2026-07-24
LLY
-1.08%ELI LILLY
Shares3.5K
Event2026-06-30
Filed2026-07-24
VO
1.19%VANGUARD INDEX FDS
Shares50.5K
Event2026-06-30
Filed2026-07-24
CLOX
6.87%SERIES PORTFOLIOS TR
Shares154.7K
Event2026-06-30
Filed2026-07-24
ISHARES CORE
-0.23%ISHARES CORE
Shares5.2K
Event2026-06-30
Filed2026-07-24
VFMO
NewVANGUARD WELLINGTON FD
Shares14.7K
Event2026-06-30
Filed2026-07-24
EMXC
302.56%ISHARES INC
Shares35.7K
Event2026-06-30
Filed2026-07-24
IAK
NewISHARES TR
Shares25.0K
Event2026-06-30
Filed2026-07-24
NVO
145.48%NOVO-NORDISK A S
Shares72.9K
Event2026-06-30
Filed2026-07-24
QQWZ
NewPACER FDS TR
Shares118.2K
Event2026-06-30
Filed2026-07-24
TIP
87.48%ISHARES TIPS
Shares31.5K
Event2026-06-30
Filed2026-07-24
VCLT
16317.67%VANGUARD LONG
Shares43.7K
Event2026-06-30
Filed2026-07-24
EXXON MOBIL CORP
NewEXXON MOBIL CORP
Shares24.0K
Event2026-06-30
Filed2026-07-24
USMV
131.68%ISHARES MSCI
Shares33.7K
Event2026-06-30
Filed2026-07-24
ROUNDHILL ETF TRUST
NewROUNDHILL ETF TRUST
Shares43.9K
Event2026-06-30
Filed2026-07-24
META PLATFORMS
-7.30%META PLATFORMS
Shares5.6K
Event2026-06-30
Filed2026-07-24
VANGUARD TOTAL
7.11%VANGUARD TOTAL
Shares8.5K
Event2026-06-30
Filed2026-07-24
UNITEDHEALTH GROUP
-4.84%UNITEDHEALTH GROUP
Shares7.5K
Event2026-06-30
Filed2026-07-24
IGV
338.35%ISHARES TR
Shares34.0K
Event2026-06-30
Filed2026-07-24
VISA INC
-3.69%VISA INC
Shares8.9K
Event2026-06-30
Filed2026-07-24
O
538.79%REALTY INCOME
Shares48.9K
Event2026-06-30
Filed2026-07-24
IWM
-10.00%ISHARES TR
Shares9.3K
Event2026-06-30
Filed2026-07-24
COSTCO WHOLESALE
-2.15%COSTCO WHOLESALE
Shares3.0K
Event2026-06-30
Filed2026-07-24
COWZ
-8.40%PACER FDS TR
Shares44.3K
Event2026-06-30
Filed2026-07-24
IBM
-3.66%INTL BUSINESS
Shares9.5K
Event2026-06-30
Filed2026-07-24
CLOUDFLARE INC
-0.64%CLOUDFLARE INC
Shares10.8K
Event2026-06-30
Filed2026-07-24
XLP
574.48%STATE STREET
Shares30.0K
Event2026-06-30
Filed2026-07-24
HIMS
59.84%HIMS & HERS HEALTH INC
Shares71.9K
Event2026-06-30
Filed2026-07-24
SPHQ
-0.16%INVESCO EXCHANGE TRADED FD T
Shares27.3K
Event2026-06-30
Filed2026-07-24
USFR
-27.32%WISDOMTREE TR
Shares48.3K
Event2026-06-30
Filed2026-07-24
SLV
-47.99%ISHARES SILVER
Shares45.3K
Event2026-06-30
Filed2026-07-24
AVLV
6.44%AMERICAN CENTY ETF TR
Shares26.5K
Event2026-06-30
Filed2026-07-24
VANECK ETF TRUST
0.30%VANECK ETF TRUST
Shares31.4K
Event2026-06-30
Filed2026-07-24
EWY
-44.01%ISHARES MSCI
Shares11.7K
Event2026-06-30
Filed2026-07-24
TSLA
0.54%TESLA INC
Shares5.6K
Event2026-06-30
Filed2026-07-24
XLG
-7.15%INVESCO EXCHANGE TRADED FD T
Shares34.9K
Event2026-06-30
Filed2026-07-24
MO
-0.62%ALTRIA GROUP
Shares29.1K
Event2026-06-30
Filed2026-07-24
RONB
-24.51%BARON ETF TR
Shares83.6K
Event2026-06-30
Filed2026-07-24
XOVR
NewENTREPRENEURSHARES SERIES TR
Shares96.3K
Event2026-06-30
Filed2026-07-24
MRVL
115.57%MARVELL TECHNOLOGY INC
Shares6.7K
Event2026-06-30
Filed2026-07-24
LRCX
0.09%LAM RESEARCH
Shares4.6K
Event2026-06-30
Filed2026-07-24
HD
-0.30%HOME DEPOT
Shares5.6K
Event2026-06-30
Filed2026-07-24
EEM
-2.59%ISHARES MSCI
Shares28.7K
Event2026-06-30
Filed2026-07-24
SOFI
44.40%SOFI TECHNOLOGIES INC
Shares108.8K
Event2026-06-30
Filed2026-07-24
LIT
5.98%GLOBAL X FDS
Shares24.9K
Event2026-06-30
Filed2026-07-24
OUT
0.60%OUTFRONT MEDIA INC
Shares58.9K
Event2026-06-30
Filed2026-07-24
AGIX
NewKRANESHARES TRUST
Shares40.6K
Event2026-06-30
Filed2026-07-24
PBW
1.51%INVESCO WILDERHILL
Shares47.6K
Event2026-06-30
Filed2026-07-24
REMX
69.70%VANECK ETF TRUST
Shares20.7K
Event2026-06-30
Filed2026-07-24
BROADCOM INC
1.63%BROADCOM INC
Shares4.8K
Event2026-06-30
Filed2026-07-24
CPLB
30.02%NEW YORK LIFE INVTS ACTIVE E
Shares85.9K
Event2026-06-30
Filed2026-07-24
AXON
NewAXON ENTERPRISE INC
Shares3.1K
Event2026-06-30
Filed2026-07-24
ACSG
5.45%AMERICAN CENTY ETF TR
Shares34.5K
Event2026-06-30
Filed2026-07-24
JPMORGAN CHASE
-3.84%JPMORGAN CHASE
Shares5.2K
Event2026-06-30
Filed2026-07-24
ROBO
-0.11%ROBO GLOBAL
Shares18.7K
Event2026-06-30
Filed2026-07-24
MOAT
NewVANECK ETF TRUST
Shares15.4K
Event2026-06-30
Filed2026-07-24
WDC
0.44%WESTERN DIGITAL
Shares2.5K
Event2026-06-30
Filed2026-07-24
XTL
-75.58%SPDR SERIES TRUST
Shares7.0K
Event2026-06-30
Filed2026-07-24
BOTZ
0.92%GLOBAL X FDS
Shares40.8K
Event2026-06-30
Filed2026-07-24
IJH
-0.12%ISHARES TR
Shares19.9K
Event2026-06-30
Filed2026-07-24
PALANTIR TECHNOLOGIES INC
-42.63%PALANTIR TECHNOLOGIES INC
Shares13.0K
Event2026-06-30
Filed2026-07-24
PFE
1697.27%PFIZER INC
Shares62.7K
Event2026-06-30
Filed2026-07-24
LIN
0.10%LINDE PLC
Shares2.9K
Event2026-06-30
Filed2026-07-24
NLR
60.09%VANECK ETF TRUST
Shares12.8K
Event2026-06-30
Filed2026-07-24
ALAB
NewASTERA LABS INC
Shares3.0K
Event2026-06-30
Filed2026-07-24
GRID
NewFIRST TR EXCHANGE-TRADED FD
Shares7.6K
Event2026-06-30
Filed2026-07-24
ROST
-1.53%ROSS STORES INC
Shares6.9K
Event2026-06-30
Filed2026-07-24
NETFLIX INC
-40.14%NETFLIX INC
Shares20.0K
Event2026-06-30
Filed2026-07-24
SHW
0.10%SHERWIN WILLIAMS
Shares4.1K
Event2026-06-30
Filed2026-07-24
AHR
0.28%AMERICAN HEALTHCARE
Shares27.3K
Event2026-06-30
Filed2026-07-24
AVEM
5.40%AMERICAN CENTY ETF TR
Shares14.6K
Event2026-06-30
Filed2026-07-24
QQQI
-3.83%NEOS ETF TRUST
Shares24.4K
Event2026-06-30
Filed2026-07-24
PFF
-2.30%ISHARES PFD
Shares45.0K
Event2026-06-30
Filed2026-07-24
IYW
-0.09%ISHARES TR
Shares5.4K
Event2026-06-30
Filed2026-07-24
PURECYCLE TECHNOLOGIES INC
-0.73%PURECYCLE TECHNOLOGIES INC
Shares159.5K
Event2026-06-30
Filed2026-07-24
MUSI
-15.03%AMERICAN CENTY ETF TR
Shares29.5K
Event2026-06-30
Filed2026-07-24
ZETA
-21.29%ZETA GLOBAL HOLDINGS CORP
Shares65.2K
Event2026-06-30
Filed2026-07-24
IWF
300.00%ISHARES RUSSELL
Shares10.3K
Event2026-06-30
Filed2026-07-24
VXF
NewVANGUARD INDEX FDS
Shares5.1K
Event2026-06-30
Filed2026-07-24
FDL
-75.91%FIRST TR EXCHANGE-TRADED FD
Shares25.6K
Event2026-06-30
Filed2026-07-24
LGLV
0.40%SPDR SERIES TRUST
Shares6.8K
Event2026-06-30
Filed2026-07-24
IPKW
7.14%INVESCO EXCH TRADED FD TR II
Shares21.9K
Event2026-06-30
Filed2026-07-24
MASTERCARD INC
-7.86%MASTERCARD INC
Shares2.4K
Event2026-06-30
Filed2026-07-24
SPDW
0.00%STATE STREET
Shares23.7K
Event2026-06-30
Filed2026-07-24
ORACLE CORP
1.64%ORACLE CORP
Shares8.1K
Event2026-06-30
Filed2026-07-24
AMD
10.25%ADVANCED MICRO DEVICES INC
Shares2.0K
Event2026-06-30
Filed2026-07-24
CASY
-28.27%CASEYS GEN STORES INC
Shares1.4K
Event2026-06-30
Filed2026-07-24
HFXI
-2.61%NEW YORK LIFE INVESTMENTS ET
Shares28.6K
Event2026-06-30
Filed2026-07-24
TDVG
2.51%T ROWE PRICE EXCHANGE-TRADED
Shares20.8K
Event2026-06-30
Filed2026-07-24
IDMO
6.88%INVESCO EXCH TRADED FD TR II
Shares16.8K
Event2026-06-30
Filed2026-07-24
PPA
7.47%INVESCO EXCHANGE TRADED FD T
Shares5.7K
Event2026-06-30
Filed2026-07-24
LVHI
4.42%LEGG MASON ETF INVT
Shares24.6K
Event2026-06-30
Filed2026-07-24
T
-61.65%AT&T INC
Shares48.1K
Event2026-06-30
Filed2026-07-24
ONTO
-0.83%ONTO INNOVATION INC
Shares2.6K
Event2026-06-30
Filed2026-07-24
CVX
-10.78%CHEVRON CORP
Shares6.0K
Event2026-06-30
Filed2026-07-24
ULS
1.06%UL SOLUTIONS INC
Shares9.6K
Event2026-06-30
Filed2026-07-24
SG
NewSWEETGREEN INC
Shares110.9K
Event2026-06-30
Filed2026-07-24
ACADIA HEALTHCARE COMPANY IN
0.97%ACADIA HEALTHCARE COMPANY IN
Shares32.5K
Event2026-06-30
Filed2026-07-24
INCE
-2.16%FRANKLIN TEMPLETON ETF TR
Shares14.4K
Event2026-06-30
Filed2026-07-24
INTC
-1.79%INTEL CORP
Shares6.8K
Event2026-06-30
Filed2026-07-24
PICB
6.78%INVESCO EXCH TRADED FD TR II
Shares40.9K
Event2026-06-30
Filed2026-07-24
HEFA
NewISHARES TR
Shares20.1K
Event2026-06-30
Filed2026-07-24
INVESCO EXCH TRADED FD TR II
NewINVESCO EXCH TRADED FD TR II
Shares57.8K
Event2026-06-30
Filed2026-07-24
CRWV
304.74%COREWEAVE INC
Shares9.3K
Event2026-06-30
Filed2026-07-24
DVY
-3.23%ISHARES TR
Shares5.9K
Event2026-06-30
Filed2026-07-24
STATE STREET
-67.91%STATE STREET
Shares20.3K
Event2026-06-30
Filed2026-07-24
MDIV
4.13%FIRST TR EXCHANGE TRADED FD
Shares54.9K
Event2026-06-30
Filed2026-07-24
PATN
NewPACER FDS TR
Shares24.3K
Event2026-06-30
Filed2026-07-24
EWC
32.75%ISHARES INC
Shares15.5K
Event2026-06-30
Filed2026-07-24
JBND
-3.50%J P MORGAN EXCHANGE TRADED F
Shares16.5K
Event2026-06-30
Filed2026-07-24
GOOG
2.43%ALPHABET INC
Shares2.4K
Event2026-06-30
Filed2026-07-24
COPX
189.04%GLOBAL X FDS
Shares11.2K
Event2026-06-30
Filed2026-07-24
PYLD
0.00%PIMCO ETF TR
Shares31.9K
Event2026-06-30
Filed2026-07-24
PG
-0.33%PROCTER & GAMBLE
Shares5.7K
Event2026-06-30
Filed2026-07-24
IAU
-48.60%ISHARES GOLD TR
Shares10.9K
Event2026-06-30
Filed2026-07-24
EXXON MOBIL
-81.67%EXXON MOBIL
Shares5.9K
Event2026-06-30
Filed2026-07-24
VZ
-0.21%VERIZON COMMUNICATIONS
Shares19.0K
Event2026-06-30
Filed2026-07-24
SPACE EXPLORATION
NewSPACE EXPLORATION
Shares4.7K
Event2026-06-30
Filed2026-07-24
PEG
0.01%PUBLIC SERVICE
Shares9.7K
Event2026-06-30
Filed2026-07-24
BK
0.00%BANK NEW YORK
Shares5.5K
Event2026-06-30
Filed2026-07-24
EWJ
54820.00%ISHARES MSCI
Shares8.2K
Event2026-06-30
Filed2026-07-24
SIL
-0.45%GLOBAL X FDS
Shares9.7K
Event2026-06-30
Filed2026-07-24
HIO
-2.03%WESTERN ASSET HIGH INCOME OP
Shares206.3K
Event2026-06-30
Filed2026-07-24
CAVA
1.42%CAVA GROUP INC
Shares9.5K
Event2026-06-30
Filed2026-07-24
VIG
-2.54%VANGUARD DIVIDEND
Shares3.1K
Event2026-06-30
Filed2026-07-24
TRAVELERS COMPANIES INC
0.36%TRAVELERS COMPANIES INC
Shares2.2K
Event2026-06-30
Filed2026-07-24
QUAL
0.77%ISHARES TR
Shares3.3K
Event2026-06-30
Filed2026-07-24
WMT
-62.16%WALMART INC
Shares6.2K
Event2026-06-30
Filed2026-07-24
VYM
98.57%VANGUARD HIGH
Shares4.4K
Event2026-06-30
Filed2026-07-24
HYGW
4.99%ISHARES TR
Shares23.8K
Event2026-06-30
Filed2026-07-24
QUANTA SVCS INC
-10.94%QUANTA SVCS INC
Shares912
Event2026-06-30
Filed2026-07-24
JEPI
-5.47%J P MORGAN EXCHANGE TRADED F
Shares11.4K
Event2026-06-30
Filed2026-07-24
SDIV
19.56%GLOBAL X FDS
Shares25.8K
Event2026-06-30
Filed2026-07-24
MRK
0.00%MERCK & COMPANY
Shares4.7K
Event2026-06-30
Filed2026-07-24
HYG
-0.97%ISHARES TR
Shares7.5K
Event2026-06-30
Filed2026-07-24
10X GENOMICS INC
-1.69%10X GENOMICS INC
Shares15.5K
Event2026-06-30
Filed2026-07-24
FEOE
-45.64%RBB FUND TRUST
Shares10.5K
Event2026-06-30
Filed2026-07-24
IVOL
-25.69%KRANESHARES TRUST
Shares31.4K
Event2026-06-30
Filed2026-07-24
WRBY
-2.96%WARBY PARKER INC
Shares17.8K
Event2026-06-30
Filed2026-07-24
MU
-18.04%MICRON TECHNOLOGY INC
Shares468
Event2026-06-30
Filed2026-07-24
KO
-12.19%COCA COLA COMPANY
Shares6.5K
Event2026-06-30
Filed2026-07-24
ASTS
-73.93%AST SPACEMOBILE INC
Shares5.9K
Event2026-06-30
Filed2026-07-24
AIOO
NewAIM ETF PRODUCTS TRUST
Shares19.7K
Event2026-06-30
Filed2026-07-24
TCAF
-28.58%T ROWE PRICE EXCHANGE-TRADED
Shares12.5K
Event2026-06-30
Filed2026-07-24
DE
4.12%DEERE & CO
Shares808
Event2026-06-30
Filed2026-07-24
SRLN
6.93%SSGA ACTIVE ETF TR
Shares12.4K
Event2026-06-30
Filed2026-07-24
GDLC
-16.03%GRAYSCALE COINDESK CRYPTO
Shares18.7K
Event2026-06-30
Filed2026-07-24
SPYV
6.04%SPDR SERIES TRUST
Shares8.1K
Event2026-06-30
Filed2026-07-24
SCHJ
-6.34%SCHWAB STRATEGIC TR
Shares19.6K
Event2026-06-30
Filed2026-07-24
CHPS
-3.72%DBX ETF TR
Shares4.6K
Event2026-06-30
Filed2026-07-24
MGK
-6.32%VANGUARD WORLD FD
Shares5.4K
Event2026-06-30
Filed2026-07-24
PANW
-31.01%PALO ALTO NETWORKS INC
Shares1.4K
Event2026-06-30
Filed2026-07-24
PMBS
0.00%PIMCO ETF TR
Shares9.3K
Event2026-06-30
Filed2026-07-24
BRK.B
-39.28%BERKSHIRE HATHAWAY
Shares915
Event2026-06-30
Filed2026-07-24
WEC
-79.64%WEC ENERGY
Shares3.8K
Event2026-06-30
Filed2026-07-24
MMIT
-38.11%NEW YORK LIFE INVTS ACTIVE E
Shares17.9K
Event2026-06-30
Filed2026-07-24
CAT
-2.53%CATERPILLAR INC
Shares386
Event2026-06-30
Filed2026-07-24
VOO
0.00%VANGUARD S&P
Shares590
Event2026-06-30
Filed2026-07-24
IYT
-3.42%ISHARES TR
Shares4.6K
Event2026-06-30
Filed2026-07-24
WELL
-4.11%WELLTOWER INC
Shares1.7K
Event2026-06-30
Filed2026-07-24
IEI
-3.96%ISHARES TR
Shares3.3K
Event2026-06-30
Filed2026-07-24
TKO
-1.17%TKO GROUP HOLDINGS INC
Shares1.9K
Event2026-06-30
Filed2026-07-24
NJR
0.48%NEW JERSEY
Shares6.4K
Event2026-06-30
Filed2026-07-24
SDVY
-2.44%FIRST TR EXCHANGE TRADED FD
Shares8.2K
Event2026-06-30
Filed2026-07-24
FE
-5.51%FIRSTENERGY CORP
Shares7.4K
Event2026-06-30
Filed2026-07-24
PM
6.53%PHILIP MORRIS
Shares1.9K
Event2026-06-30
Filed2026-07-24
PINK
-0.79%SIMPLIFY EXCHANGE TRADED FUN
Shares8.7K
Event2026-06-30
Filed2026-07-24
MP
-1.24%MP MATERIALS CORP
Shares6.0K
Event2026-06-30
Filed2026-07-24
XLY
3.79%STATE STREET
Shares2.9K
Event2026-06-30
Filed2026-07-24
ROYAL CARIBBEAN
0.00%ROYAL CARIBBEAN
Shares1.1K
Event2026-06-30
Filed2026-07-24
FTXR
-4.59%FIRST TR EXCHANGE TRADED FD
Shares7.2K
Event2026-06-30
Filed2026-07-24
XLI
-51.66%STATE STREET
Shares1.8K
Event2026-06-30
Filed2026-07-24
MAGS
-1.09%LISTED FDS TR
Shares5.0K
Event2026-06-30
Filed2026-07-24
CCJ
6.18%CAMECO CORP
Shares3.1K
Event2026-06-30
Filed2026-07-24
HEI
0.00%HEICO CORP NEW
Shares889
Event2026-06-30
Filed2026-07-24
NPK
0.00%NATIONAL PRESTO INDS INC
Shares2.5K
Event2026-06-30
Filed2026-07-24
XLE
-81.86%SELECT SECTOR SPDR TR
Shares5.7K
Event2026-06-30
Filed2026-07-24
JBBB
-12.02%JANUS DETROIT STR TR
Shares6.4K
Event2026-06-30
Filed2026-07-24
MS
-0.69%MORGAN STANLEY
Shares1.4K
Event2026-06-30
Filed2026-07-24
GS
-0.67%GOLDMAN SACHS GROUP INC
Shares296
Event2026-06-30
Filed2026-07-24
CL
0.56%COLGATE-PALMOLIVE
Shares3.2K
Event2026-06-30
Filed2026-07-24
BTI
51888.89%BRITISH AMERN
Shares4.7K
Event2026-06-30
Filed2026-07-24
ADP
0.00%AUTOMATIC DATA
Shares1.3K
Event2026-06-30
Filed2026-07-24
ES
0.00%EVERSOURCE ENERGY
Shares3.9K
Event2026-06-30
Filed2026-07-24
BBAI
3.04%BIGBEAR AI HLDGS INC
Shares76.6K
Event2026-06-30
Filed2026-07-24
QMOM
-4.45%EA SERIES TRUST
Shares3.5K
Event2026-06-30
Filed2026-07-24
SHV
-35.67%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-24
AWK
-2.41%AMERICAN WATER
Shares2.1K
Event2026-06-30
Filed2026-07-24
DAR
-1.19%DARLING INGREDIENTS INC
Shares5.1K
Event2026-06-30
Filed2026-07-24
CORZ
3.52%CORE SCIENTIFIC INC NEW
Shares10.6K
Event2026-06-30
Filed2026-07-24
SMH
-93.55%VANECK ETF TRUST
Shares414
Event2026-06-30
Filed2026-07-24
AXSM
0.45%AXSOME THERAPEUTICS INC.
Shares1.1K
Event2026-06-30
Filed2026-07-24
SCHD
-8.70%SCHWAB US
Shares8.5K
Event2026-06-30
Filed2026-07-24
UPS
0.65%UNITED PARCEL
Shares2.5K
Event2026-06-30
Filed2026-07-24
BDX
0.41%BECTON DICKINSON
Shares1.7K
Event2026-06-30
Filed2026-07-24
GNRC
-0.11%GENERAC HLDGS INC
Shares882
Event2026-06-30
Filed2026-07-24
JPST
-29.61%JPMORGAN
Shares5.1K
Event2026-06-30
Filed2026-07-24
ICLO
NewINVESCO ACTIVELY MANAGED EXC
Shares9.9K
Event2026-06-30
Filed2026-07-24
SCHK
0.00%SCHWAB STRATEGIC TR
Shares7.0K
Event2026-06-30
Filed2026-07-24
VTES
0.46%VANGUARD WELLINGTON FD
Shares2.4K
Event2026-06-30
Filed2026-07-24
B
-11.04%BARRICK MNG CORP
Shares6.5K
Event2026-06-30
Filed2026-07-24
CARR
4213.16%CARRIER GLOBAL
Shares3.3K
Event2026-06-30
Filed2026-07-24
JPLD
NewJ P MORGAN EXCHANGE TRADED F
Shares4.6K
Event2026-06-30
Filed2026-07-24
SHOC
NewEA SERIES TRUST
Shares2.0K
Event2026-06-30
Filed2026-07-24
TE
-0.39%T1 ENERGY INC
Shares25.2K
Event2026-06-30
Filed2026-07-24
EWW
-0.79%ISHARES INC
Shares3.1K
Event2026-06-30
Filed2026-07-24
PRIMORIS SVCS CORP
NewPRIMORIS SVCS CORP
Shares2.4K
Event2026-06-30
Filed2026-07-24
ROKU
NewROKU INC
Shares1.7K
Event2026-06-30
Filed2026-07-24
SHY
-5.31%ISHARES 1-3YR
Shares2.8K
Event2026-06-30
Filed2026-07-24
ETHA
-27.25%ISHARES ETHEREUM TR
Shares19.2K
Event2026-06-30
Filed2026-07-24
FLMB
-6.60%FRANKLIN TEMPLETON ETF TR
Shares9.5K
Event2026-06-30
Filed2026-07-24
PEP
-1.59%PEPSICO INC
Shares1.7K
Event2026-06-30
Filed2026-07-24
FXB
-2.37%INVESCO CURRENCYSHARES BRIT
Shares1.8K
Event2026-06-30
Filed2026-07-24
VRT
-42.44%VERTIV HOLDINGS CO
Shares670
Event2026-06-30
Filed2026-07-24
TJX
-5.32%TJX COS INC NEW
Shares1.5K
Event2026-06-30
Filed2026-07-24
ALB
12.19%ALBEMARLE CORP
Shares1.6K
Event2026-06-30
Filed2026-07-24
XLC
-91.20%SELECT SECTOR SPDR TR
Shares2.1K
Event2026-06-30
Filed2026-07-24
DOGG
2.60%FIRST TR EXCHANGE-TRADED FD
Shares10.3K
Event2026-06-30
Filed2026-07-24
TAXF
NewAMERICAN CENTY ETF TR
Shares4.2K
Event2026-06-30
Filed2026-07-24
HGRO
NewETF OPPORTUNITIES TRUST
Shares6.8K
Event2026-06-30
Filed2026-07-24
IBIT
-33.32%ISHARES BITCOIN TRUST ETF
Shares6.3K
Event2026-06-30
Filed2026-07-24
UNITY SOFTWARE INC
NewUNITY SOFTWARE INC
Shares7.3K
Event2026-06-30
Filed2026-07-24
SCHM
-7.00%SCHWAB STRATEGIC TR
Shares5.7K
Event2026-06-30
Filed2026-07-24
CLF
0.00%CLEVELAND-CLIFFS INC NEW
Shares22.2K
Event2026-06-30
Filed2026-07-24
SNDK
8900.00%SANDISK CORP
Shares90
Event2026-06-30
Filed2026-07-24
SCHF
-6.08%SCHWAB STRATEGIC TR
Shares7.3K
Event2026-06-30
Filed2026-07-24
AMGN
NewAMGEN INC
Shares559
Event2026-06-30
Filed2026-07-24
BB
NewBLACKBERRY LTD
Shares15.3K
Event2026-06-30
Filed2026-07-24
PDI
0.00%PIMCO DYNAMIC INCOME FD
Shares11.4K
Event2026-06-30
Filed2026-07-24
JNJ
-65.33%JOHNSON & JOHNSON
Shares718
Event2026-06-30
Filed2026-07-24
TSCO
0.49%TRACTOR SUPPLY
Shares5.2K
Event2026-06-30
Filed2026-07-24
MCD
0.86%MCDONALDS CORP
Shares588
Event2026-06-30
Filed2026-07-24
CSX
0.00%CSX CORP
Shares3.0K
Event2026-06-30
Filed2026-07-24
SYK
0.91%STRYKER CORP
Shares444
Event2026-06-30
Filed2026-07-24
VXUS
171.32%VANGUARD TOTAL
Shares1.5K
Event2026-06-30
Filed2026-07-24
HSY
0.00%HERSHEY COMPANY
Shares702
Event2026-06-30
Filed2026-07-24
LXRX
0.00%LEXICON PHARMACEUTICALS INC
Shares50.0K
Event2026-06-30
Filed2026-07-24
NWL
-29.49%NEWELL BRANDS INC
Shares19.5K
Event2026-06-30
Filed2026-07-24
BWXT
0.00%BWX TECHNOLOGIES
Shares609
Event2026-06-30
Filed2026-07-24
WFC
0.30%WELLS FARGO
Shares1.3K
Event2026-06-30
Filed2026-07-24
PGEN
0.00%PRECIGEN INC
Shares19.0K
Event2026-06-30
Filed2026-07-24
BA
-64.75%BOEING COMPANY
Shares497
Event2026-06-30
Filed2026-07-24
BRSL
NewBRIGHTSTAR LOTTERY PLC
Shares10.0K
Event2026-06-30
Filed2026-07-24
GE
11.07%GE AEROSPACE
Shares281
Event2026-06-30
Filed2026-07-24
BX
0.91%BLACKSTONE INC
Shares887
Event2026-06-30
Filed2026-07-24
CEG
-9.96%CONSTELLATION ENERGY
Shares407
Event2026-06-30
Filed2026-07-24
ESGV
0.00%VANGUARD ESG
Shares680
Event2026-06-30
Filed2026-07-24
SEI
0.00%SOLARIS ENERGY
Shares1.0K
Event2026-06-30
Filed2026-07-24
GEV
11.48%GE VERNOVA
Shares68
Event2026-06-30
Filed2026-07-24
ISRG
0.00%INTUITIVE SURGICAL
Shares191
Event2026-06-30
Filed2026-07-24
DUK
0.00%DUKE ENERGY
Shares570
Event2026-06-30
Filed2026-07-24
PKG
0.00%PACKAGING CORP
Shares300
Event2026-06-30
Filed2026-07-24
USB
0.86%U S BANCORP DE
Shares1.2K
Event2026-06-30
Filed2026-07-24
BND
0.00%VANGUARD TOTAL
Shares845
Event2026-06-30
Filed2026-07-24
APPLE HOSPITALITY
-6.10%APPLE HOSPITALITY
Shares3.6K
Event2026-06-30
Filed2026-07-24
IJK
0.00%ISHARES S&P
Shares500
Event2026-06-30
Filed2026-07-24
SBUX
0.00%STARBUCKS CORP
Shares560
Event2026-06-30
Filed2026-07-24
QTEC
0.00%FIRST TRUST
Shares170
Event2026-06-30
Filed2026-07-24
PRU
0.00%PRUDENTIAL FINANCIAL
Shares522
Event2026-06-30
Filed2026-07-24
EXC
-11.55%EXELON CORP
Shares1.2K
Event2026-06-30
Filed2026-07-24
SSNC
0.00%SS&C TECHNOLOGIES
Shares870
Event2026-06-30
Filed2026-07-24
VSGX
0.00%VANGUARD ESG
Shares644
Event2026-06-30
Filed2026-07-24
BAC
0.00%BANK AMERICA
Shares914
Event2026-06-30
Filed2026-07-24
PFG
0.00%PRINCIPAL FINANCIAL
Shares458
Event2026-06-30
Filed2026-07-24
XLK
0.00%STATE STREET
Shares258
Event2026-06-30
Filed2026-07-24
DLN
0.00%WISDOMTREE U S
Shares500
Event2026-06-30
Filed2026-07-24
RGLD
0.00%ROYAL GOLD
Shares223
Event2026-06-30
Filed2026-07-24
IJS
0.00%ISHARES S&P
Shares317
Event2026-06-30
Filed2026-07-24
BNDX
0.00%VANGUARD TOTAL
Shares878
Event2026-06-30
Filed2026-07-24
WBD
0.00%WARNER BROS
Shares1.6K
Event2026-06-30
Filed2026-07-24
MPC
0.00%MARATHON PETROLEUM
Shares157
Event2026-06-30
Filed2026-07-24
ETR
0.00%ENTERGY CORP
Shares344
Event2026-06-30
Filed2026-07-24
SHEL
0.00%SHELL PLC
Shares492
Event2026-06-30
Filed2026-07-24
S&P GLOBAL
3.33%S&P GLOBAL
Shares93
Event2026-06-30
Filed2026-07-24
FSK
0.00%FS KKR
Shares3.5K
Event2026-06-30
Filed2026-07-24
FNV
0.00%FRANCO NEVADA
Shares176
Event2026-06-30
Filed2026-07-24
DIS
0.00%WALT DISNEY
Shares371
Event2026-06-30
Filed2026-07-24
SECT
0.00%MAIN SECTOR
Shares465
Event2026-06-30
Filed2026-07-24
TXN
8.16%TEXAS INSTRUMENTS
Shares106
Event2026-06-30
Filed2026-07-24
CMCSA
0.00%COMCAST CORP
Shares1.3K
Event2026-06-30
Filed2026-07-24
GILD
0.00%GILEAD SCIENCES
Shares246
Event2026-06-30
Filed2026-07-24
CIK
0.00%CREDIT SUISSE ASSET MGMT
Shares12.3K
Event2026-06-30
Filed2026-07-24
PAYX
0.00%PAYCHEX INC
Shares298
Event2026-06-30
Filed2026-07-24
BMY
0.00%BRISTOL MYERS
Shares500
Event2026-06-30
Filed2026-07-24
CBZ
0.00%CBIZ INC
Shares875
Event2026-06-30
Filed2026-07-24
SCCO
0.64%SOUTHERN COPPER
Shares158
Event2026-06-30
Filed2026-07-24
CLM
5.95%CORNERSTONE STRATEGIC
Shares3.6K
Event2026-06-30
Filed2026-07-24
CORTEVA INC
0.00%CORTEVA INC
Shares318
Event2026-06-30
Filed2026-07-24
CVS
0.00%CVS HEALTH
Shares250
Event2026-06-30
Filed2026-07-24
CISCO SYSTEMS
9.45%CISCO SYSTEMS
Shares220
Event2026-06-30
Filed2026-07-24
Q
0.00%QNITY ELECTRONICS
Shares158
Event2026-06-30
Filed2026-07-24
PNC
0.00%PNC FINANCIAL
Shares100
Event2026-06-30
Filed2026-07-24
MFC
0.00%MANULIFE FINANCIAL
Shares605
Event2026-06-30
Filed2026-07-24
RTX CORP
0.00%RTX CORP
Shares122
Event2026-06-30
Filed2026-07-24
COP
0.00%CONOCOPHILLIPS
Shares219
Event2026-06-30
Filed2026-07-24
TXNM
0.00%TXNM ENERGY
Shares400
Event2026-06-30
Filed2026-07-24
IVE
0.00%ISHARES S&P
Shares100
Event2026-06-30
Filed2026-07-24
EOS
0.00%EATON VANCE
Shares1.0K
Event2026-06-30
Filed2026-07-24
F
0.00%FORD MOTOR
Shares1.6K
Event2026-06-30
Filed2026-07-24
LQD
0.00%ISHARES IBOXX
Shares200
Event2026-06-30
Filed2026-07-24
IGM
0.00%ISHARES EXPANDED
Shares132
Event2026-06-30
Filed2026-07-24
BN
0.00%BROOKFIELD CORP
Shares505
Event2026-06-30
Filed2026-07-24
FXL
NewFIRST TRUST
Shares96
Event2026-06-30
Filed2026-07-24
CSQ
0.00%CALAMOS STRATEGIC
Shares1.0K
Event2026-06-30
Filed2026-07-24
BSCQ
0.00%INVESCO BULLETSHARES
Shares1.0K
Event2026-06-30
Filed2026-07-24
NKE
4.89%NIKE INC
Shares493
Event2026-06-30
Filed2026-07-24
PRF
0.00%INVESCO FTSE
Shares360
Event2026-06-30
Filed2026-07-24
MEDTRONIC PLC
6.52%MEDTRONIC PLC
Shares245
Event2026-06-30
Filed2026-07-24
MAR
0.00%MARRIOTT INTL
Shares50
Event2026-06-30
Filed2026-07-24
EFA
0.00%ISHARES MSCI
Shares173
Event2026-06-30
Filed2026-07-24
SOXX
0.00%ISHARES SEMICONDUCTOR
Shares28
Event2026-06-30
Filed2026-07-24
CPK
0.00%CHESAPEAKE UTILITY
Shares146
Event2026-06-30
Filed2026-07-24
UGI
0.00%UGI CORP
Shares515
Event2026-06-30
Filed2026-07-24
FXH
NewFIRST TRUST
Shares145
Event2026-06-30
Filed2026-07-24
SOL STRATEGIES INC
NewSOL STRATEGIES INC
Shares15.1K
Event2026-06-30
Filed2026-07-24
ABBVIE INC
0.00%ABBVIE INC
Shares69
Event2026-06-30
Filed2026-07-24
AEP
0.00%AMERICAN ELECTRIC
Shares125
Event2026-06-30
Filed2026-07-24
DNP
-96.55%DNP SELECT
Shares1.5K
Event2026-06-30
Filed2026-07-24
BBN
0.00%BLACKROCK TXBL
Shares1.0K
Event2026-06-30
Filed2026-07-24
VNQ
0.00%VANGUARD REAL
Shares167
Event2026-06-30
Filed2026-07-24
CGW
0.00%INVESCO S&P
Shares244
Event2026-06-30
Filed2026-07-24
FDX
-98.75%FEDEX CORP
Shares50
Event2026-06-30
Filed2026-07-24
HPE
0.00%HEWLETT PACKARD
Shares345
Event2026-06-30
Filed2026-07-24
OLP
0.00%ONE LIBERTY PPTYS INC
Shares634
Event2026-06-30
Filed2026-07-24
ORLY
0.00%O REILLY AUTOMOTIVE
Shares165
Event2026-06-30
Filed2026-07-24
FAST
0.00%FASTENAL CO
Shares310
Event2026-06-30
Filed2026-07-24
PPL CORP
0.00%PPL CORP
Shares404
Event2026-06-30
Filed2026-07-24
C
0.00%CITIGROUP INC
Shares100
Event2026-06-30
Filed2026-07-24
UAL
0.00%UNITED AIRLINES
Shares100
Event2026-06-30
Filed2026-07-24
IYJ
0.00%ISHARES U S
Shares80
Event2026-06-30
Filed2026-07-24
HONEYWELL INTL
NewHONEYWELL INTL
Shares57
Event2026-06-30
Filed2026-07-24
HONEYWELL AEROSPACE
NewHONEYWELL AEROSPACE
Shares57
Event2026-06-30
Filed2026-07-24
PECO
0.00%PHILLIPS EDISON
Shares300
Event2026-06-30
Filed2026-07-24
ICVT
0.00%ISHARES CONV
Shares102
Event2026-06-30
Filed2026-07-24
NI
0.00%NISOURCE INC
Shares257
Event2026-06-30
Filed2026-07-24
RNP
0.00%COHEN & STEERS
Shares600
Event2026-06-30
Filed2026-07-24
CQP
1.03%CHENIERE ENERGY
Shares197
Event2026-06-30
Filed2026-07-24
GNL
-18.39%GLOBAL NET
Shares1.3K
Event2026-06-30
Filed2026-07-24
PJP
0.00%INVESCO PHARMACEUTICALS
Shares100
Event2026-06-30
Filed2026-07-24
PH
9.09%PARKER-HANNIFIN CORP
Shares12
Event2026-06-30
Filed2026-07-24
DG
0.00%DOLLAR GENL
Shares100
Event2026-06-30
Filed2026-07-24
CMI
0.00%CUMMINS INC
Shares16
Event2026-06-30
Filed2026-07-24
GM
0.00%GENERAL MOTORS
Shares148
Event2026-06-30
Filed2026-07-24
AEE
0.00%AMEREN CORP
Shares100
Event2026-06-30
Filed2026-07-24
EW
0.00%EDWARDS LIFESCIENCES
Shares120
Event2026-06-30
Filed2026-07-24
TGT
0.00%TARGET CORP
Shares83
Event2026-06-30
Filed2026-07-24
ALCO
0.00%ALICO INC
Shares246
Event2026-06-30
Filed2026-07-24
SWBI
0.00%SMITH & WESSON
Shares674
Event2026-06-30
Filed2026-07-24
SPEM
0.00%STATE STREET
Shares195
Event2026-06-30
Filed2026-07-24
TD
0.00%TORONTO DOMINION
Shares82
Event2026-06-30
Filed2026-07-24
DOC
0.00%HEALTHPEAK PPTYS
Shares465
Event2026-06-30
Filed2026-07-24
SCHO
0.00%SCHWAB SHORT
Shares402
Event2026-06-30
Filed2026-07-24
EA
0.00%ELECTRONIC ARTS
Shares47
Event2026-06-30
Filed2026-07-24
AKR
0.00%ACADIA REALTY
Shares450
Event2026-06-30
Filed2026-07-24
DAL
0.00%DELTA AIRLINES
Shares100
Event2026-06-30
Filed2026-07-24
IYK
0.00%ISHARES U S
Shares126
Event2026-06-30
Filed2026-07-24
BIDU
0.00%BAIDU INC
Shares80
Event2026-06-30
Filed2026-07-24
GUNR
0.00%FLEXSHARES MORNINGSTAR
Shares184
Event2026-06-30
Filed2026-07-24
FIVE
-99.29%FIVE BELOW
Shares50
Event2026-06-30
Filed2026-07-24
BKNG
2400.00%BOOKING HOLDINGS
Shares50
Event2026-06-30
Filed2026-07-24
HWM
0.00%HOWMET AEROSPACE
Shares33
Event2026-06-30
Filed2026-07-24
IMKTA
0.00%INGLES MARKETS
Shares100
Event2026-06-30
Filed2026-07-24
MET
0.00%METLIFE INC
Shares100
Event2026-06-30
Filed2026-07-24
CMC
0.00%COMMERCIAL METALS
Shares134
Event2026-06-30
Filed2026-07-24
KR
0.00%KROGER CO
Shares144
Event2026-06-30
Filed2026-07-24
SHOP
0.00%SHOPIFY INC
Shares70
Event2026-06-30
Filed2026-07-24
GIS
0.00%GENERAL MILLS
Shares229
Event2026-06-30
Filed2026-07-24
TYL
0.00%TYLER TECHNOLOGIES
Shares27
Event2026-06-30
Filed2026-07-24
SIRI
0.00%SIRIUSXM HOLDINGS
Shares267
Event2026-06-30
Filed2026-07-24
KD
-10.40%KYNDRYL HOLDINGS
Shares689
Event2026-06-30
Filed2026-07-24
DELL
0.00%DELL TECHNOLOGIES
Shares18
Event2026-06-30
Filed2026-07-24
XLF
-99.69%STATE STREET
Shares144
Event2026-06-30
Filed2026-07-24
HPQ
0.00%HP INC
Shares351
Event2026-06-30
Filed2026-07-24
COF
0.00%CAPITAL ONE
Shares38
Event2026-06-30
Filed2026-07-24
UNP
0.00%UNION PACIFIC CORP
Shares28
Event2026-06-30
Filed2026-07-24
TFC
0.00%TRUIST FINANCIAL
Shares150
Event2026-06-30
Filed2026-07-24
MCI
0.00%BARINGS CORP
Shares425
Event2026-06-30
Filed2026-07-24
TTC
0.00%TORO CO
Shares76
Event2026-06-30
Filed2026-07-24
BR
0.00%BROADRIDGE FINANCIAL
Shares53
Event2026-06-30
Filed2026-07-24
AVK
0.00%ADVENT CONV
Shares544
Event2026-06-30
Filed2026-07-24
HOG
0.00%HARLEY DAVIDSON
Shares290
Event2026-06-30
Filed2026-07-24
VAW
0.00%VANGUARD MATERIALS
Shares31
Event2026-06-30
Filed2026-07-24
MLPX
0.00%GLOBAL X
Shares96
Event2026-06-30
Filed2026-07-24
WIA
0.00%WESTERN ASSET
Shares866
Event2026-06-30
Filed2026-07-24
PFFD
0.00%GLOBAL X
Shares375
Event2026-06-30
Filed2026-07-24
CHY
0.00%CALAMOS CONVERTIBLE
Shares500
Event2026-06-30
Filed2026-07-24
DUPONT DE
NewDUPONT DE
Shares50
Event2026-06-30
Filed2026-07-24
STT
0.00%STATE STREET
Shares39
Event2026-06-30
Filed2026-07-24
MUA
0.00%BLACKROCK MUNIASSETS
Shares589
Event2026-06-30
Filed2026-07-24
UTF
0.00%COHEN & STEERS
Shares228
Event2026-06-30
Filed2026-07-24
VTRS
0.00%VIATRIS INC
Shares380
Event2026-06-30
Filed2026-07-24
VTIP
0.00%VANGUARD SHORT
Shares117
Event2026-06-30
Filed2026-07-24
GEHC
11.11%GE HEALTHCARE
Shares90
Event2026-06-30
Filed2026-07-24
DIV
0.00%GLOBAL X
Shares300
Event2026-06-30
Filed2026-07-24
HYT
0.00%BLACKROCK CORP
Shares666
Event2026-06-30
Filed2026-07-24
LMT
0.00%LOCKHEED MARTIN
Shares11
Event2026-06-30
Filed2026-07-24
ED
0.00%CONSOLIDATED EDISON
Shares50
Event2026-06-30
Filed2026-07-24
EPD
0.00%ENTERPRISE PRODUCTS
Shares150
Event2026-06-30
Filed2026-07-24
LLYVK
0.00%LIBERTY LIVE
Shares52
Event2026-06-30
Filed2026-07-24
MDLZ
34.78%MONDELEZ INTERNATIONAL
Shares93
Event2026-06-30
Filed2026-07-24
ISHARES CORE
-97.53%ISHARES CORE
Shares54
Event2026-06-30
Filed2026-07-24
CLX
0.00%CLOROX COMPANY
Shares55
Event2026-06-30
Filed2026-07-24
IEF
0.00%ISHARES 7-10YR
Shares54
Event2026-06-30
Filed2026-07-24
CMG
0.00%CHIPOTLE MEXICAN
Shares150
Event2026-06-30
Filed2026-07-24
ELV
0.00%ELEVANCE HEALTH
Shares13
Event2026-06-30
Filed2026-07-24
PBT
0.00%PERMIAN BASIN
Shares200
Event2026-06-30
Filed2026-07-24
GD
40.00%GENERAL DYNAMICS
Shares14
Event2026-06-30
Filed2026-07-24
MLPA
0.00%GLOBAL X
Shares93
Event2026-06-30
Filed2026-07-24
SKYY
NewFIRST TRUST
Shares36
Event2026-06-30
Filed2026-07-24
VTV
0.00%VANGUARD VALUE
Shares22
Event2026-06-30
Filed2026-07-24
FXU
NewFIRST TRUST
Shares97
Event2026-06-30
Filed2026-07-24
MGM
0.00%MGM RESORTS
Shares100
Event2026-06-30
Filed2026-07-24
LIBERTY MEDIA
0.00%LIBERTY MEDIA
Shares50
Event2026-06-30
Filed2026-07-24
VBK
0.00%VANGUARD SMALL
Shares13
Event2026-06-30
Filed2026-07-24
SPFF
0.00%GLOBAL X
Shares500
Event2026-06-30
Filed2026-07-24
ROBT
NewFIRST TRUST
Shares83
Event2026-06-30
Filed2026-07-24
ALK
0.00%ALASKA AIR
Shares89
Event2026-06-30
Filed2026-07-24
ITA
NewISHARES AEROSPACE
Shares19
Event2026-06-30
Filed2026-07-24
BANC
0.00%BANC CALIFORNIA
Shares225
Event2026-06-30
Filed2026-07-24
EMR
0.00%EMERSON ELECTRIC
Shares32
Event2026-06-30
Filed2026-07-24
XLB
0.00%STATE STREET
Shares88
Event2026-06-30
Filed2026-07-24
TDC
0.00%TERADATA CORP
Shares126
Event2026-06-30
Filed2026-07-24
ZOETIS INC
0.00%ZOETIS INC
Shares60
Event2026-06-30
Filed2026-07-24
ZBH
0.00%ZIMMER BIOMET
Shares50
Event2026-06-30
Filed2026-07-24
DOW
0.00%DOW INC
Shares153
Event2026-06-30
Filed2026-07-24
EDIV
0.00%STATE STREET
Shares98
Event2026-06-30
Filed2026-07-24
JRI
0.00%NUVEEN REAL
Shares309
Event2026-06-30
Filed2026-07-24
SPXX
0.00%NUVEEN S&P 500
Shares209
Event2026-06-30
Filed2026-07-24
HYLB
0.00%XTRACKERS USD
Shares106
Event2026-06-30
Filed2026-07-24
NFJ
0.00%VIRTUS DIVID
Shares250
Event2026-06-30
Filed2026-07-24
FEDEX FREIGHT
NewFEDEX FREIGHT
Shares25
Event2026-06-30
Filed2026-07-24
BAM
0.00%BROOKFIELD ASSET
Shares84
Event2026-06-30
Filed2026-07-24
ARES CAPITAL
0.00%ARES CAPITAL
Shares192
Event2026-06-30
Filed2026-07-24
BBEU
0.00%JPMORGAN BUILDERS
Shares44
Event2026-06-30
Filed2026-07-24
SWKS
0.00%SKYWORKS SOLUTIONS
Shares50
Event2026-06-30
Filed2026-07-24
BIIB
0.00%BIOGEN INC
Shares15
Event2026-06-30
Filed2026-07-24
NOK
0.00%NOKIA CORP
Shares240
Event2026-06-30
Filed2026-07-24
PSA
0.00%PUBLIC STORAGE
Shares10
Event2026-06-30
Filed2026-07-24
DCI
0.00%DONALDSON CO
Shares34
Event2026-06-30
Filed2026-07-24
SJM
0.00%SMUCKER JM
Shares26
Event2026-06-30
Filed2026-07-24
RQI
0.00%COHEN & STEERS
Shares230
Event2026-06-30
Filed2026-07-24
JOHNSON CONTROLS
0.00%JOHNSON CONTROLS
Shares19
Event2026-06-30
Filed2026-07-24
OTIS
0.00%OTIS WORLDWIDE
Shares38
Event2026-06-30
Filed2026-07-24
NATL
0.00%NCR ATLEOS
Shares62
Event2026-06-30
Filed2026-07-24
SAM
0.00%BOSTON BEER
Shares15
Event2026-06-30
Filed2026-07-24
LLYVA
0.00%LIBERTY LIVE
Shares26
Event2026-06-30
Filed2026-07-24
ALIBABA GROUP
-99.87%ALIBABA GROUP
Shares27
Event2026-06-30
Filed2026-07-24
TNC
0.00%TENNANT CO
Shares29
Event2026-06-30
Filed2026-07-24
SOLS
0.00%SOLSTICE ADVANCED
Shares28
Event2026-06-30
Filed2026-07-24
KEYS
0.00%KEYSIGHT TECHNOLOGIES
Shares7
Event2026-06-30
Filed2026-07-24
PSMT
0.00%PRICESMART INC
Shares12
Event2026-06-30
Filed2026-07-24
LEG
0.00%LEGGETT & PLATT
Shares200
Event2026-06-30
Filed2026-07-24
OMC
0.00%OMNICOM GROUP
Shares32
Event2026-06-30
Filed2026-07-24
BBCA
0.00%JPMORGAN BETABUILDERS
Shares23
Event2026-06-30
Filed2026-07-24
FWONA
0.00%LIBERTY MEDIA
Shares25
Event2026-06-30
Filed2026-07-24
HRL
0.00%HORMEL FOODS
Shares88
Event2026-06-30
Filed2026-07-24
AGILENT TECHNOLOGIES
0.00%AGILENT TECHNOLOGIES
Shares16
Event2026-06-30
Filed2026-07-24
NCLH
0.00%NORWEGIAN CRUISE
Shares100
Event2026-06-30
Filed2026-07-24
JJSF
0.00%J & J SNACK
Shares28
Event2026-06-30
Filed2026-07-24
SVC
0.00%SERVICE PROPERTIES
Shares1.2K
Event2026-06-30
Filed2026-07-24
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available