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The Analysis of Gerber Kawasaki Wealth & Investment Management's Holdings & P&L

Currently, Gerber Kawasaki Wealth & Investment Management holds 366 types of securities in its portfolio with a total value $3.7B. In the most recent quarter, they have increased their positions in N/A (+149.9K shares, valued at $14.8M), MU (+12.1K shares, valued at $14.0M), IXUS (+105.0K shares, valued at $10.0M); decreased their positions in SOXX (-22.7K shares, valued at $14.5M), XLK (-36.8K shares, valued at $7.0M), IHI (-90.5K shares, valued at $4.5M); initiated new positions in ISRG (+2.6K shares, valued at $1.0M), N/A (+1.9K shares, valued at $982.7K), INTC (+5.9K shares, valued at $819.6K).

1M P&L

+76.0M+2.32%

3M P&L

+65.6M+1.99%

HY P&L

+297.8M+9.73%

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/A2.4B

71.1%

2Semiconductors234.6M

7.0%

3Internet Content & Information120.6M

3.6%

Top Industries by Stock Count

1N/A183 stocks

57.5%

2Semiconductors9 stocks

2.8%

3Aerospace & Defense8 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQM INVESCO EXCH TRADED FD TR II1.0M shares-0.07%2026-06-302026-08-07

SPYG SPDR SERIES TRUST1.8M shares3.92%2026-06-302026-08-07

NVDA NVIDIA CORPORATION838.1K shares-0.22%2026-06-302026-08-07

SPYV SPDR SERIES TRUST2.7M shares5.51%2026-06-302026-08-07

IXUS ISHARES TR1.7M shares6.67%2026-06-302026-08-07

ISHARES TR ISHARES TR1.4M shares12.03%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR658.3K shares-5.29%2026-06-302026-08-07

AAPL APPLE INC415.3K shares2.73%2026-06-302026-08-07

Sponsored

TSLA TESLA INC280.0K shares-1.05%2026-06-302026-08-07

GOOG ALPHABET INC279.2K shares2.84%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR1.6M shares10.59%2026-06-302026-08-07

XLY SELECT SECTOR SPDR TR644.2K shares11.29%2026-06-302026-08-07

SOXX ISHARES TR111.2K shares-16.94%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR417.8K shares7.73%2026-06-302026-08-07

LGLV SPDR SERIES TRUST344.9K shares11.60%2026-06-302026-08-07

MSFT MICROSOFT CORP160.1K shares10.81%2026-06-302026-08-07

Sponsored

SCHD SCHWAB STRATEGIC TR1.7M shares-1.73%2026-06-302026-08-07

PWZ INVESCO EXCH TRADED FD TR II2.1M shares9.41%2026-06-302026-08-07

USHY ISHARES TR1.4M shares18.04%2026-06-302026-08-07

AMZN AMAZON COM INC209.3K shares3.77%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC43.1K shares39.03%2026-06-302026-08-07

SPBO SPDR SERIES TRUST1.7M shares12.55%2026-06-302026-08-07

SMMD ISHARES TR519.3K shares3.38%2026-06-302026-08-07

SPTS SPDR SERIES TRUST1.6M shares13.30%2026-06-302026-08-07

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE907.2K shares5.72%2026-06-302026-08-07

XLP SELECT SECTOR SPDR TR489.2K shares9.39%2026-06-302026-08-07

CGGR CAPITAL GROUP GROWTH ETF821.0K shares1.60%2026-06-302026-08-07

SPMD SPDR SERIES TRUST523.0K shares4.71%2026-06-302026-08-07

XLC SELECT SECTOR SPDR TR329.7K shares8.03%2026-06-302026-08-07

XAR SPDR SERIES TRUST123.2K shares5.93%2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F643.1K shares5.86%2026-06-302026-08-07

AXON AXON ENTERPRISE INC56.7K shares-1.48%2026-06-302026-08-07

Sponsored

META PLATFORMS INC META PLATFORMS INC53.8K shares3.36%2026-06-302026-08-07

ISHARES TR ISHARES TR39.3K shares-0.20%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.404.9K shares7.07%2026-06-302026-08-07

XLI SELECT SECTOR SPDR TR155.9K shares4.75%2026-06-302026-08-07

ADVISORSHARES TR ADVISORSHARES TR966.8K shares1.95%2026-06-302026-08-07

GEV GE VERNOVA INC21.4K shares3.74%2026-06-302026-08-07

XLRE SELECT SECTOR SPDR TR558.5K shares-3.99%2026-06-302026-08-07

SHM SPDR SERIES TRUST507.6K shares9.88%2026-06-302026-08-07

Sponsored

CGIC CAPITAL GROUP INTERNATIONAL635.1K shares34.80%2026-06-302026-08-07

QQQ INVESCO QQQ TR29.8K shares-1.49%2026-06-302026-08-07

BROADCOM INC BROADCOM INC57.3K shares0.20%2026-06-302026-08-07

URTH ISHARES INC106.7K shares3.26%2026-06-302026-08-07

GOOGL ALPHABET INC57.6K shares6.11%2026-06-302026-08-07

LLY LILLY ELI & CO17.0K shares22.24%2026-06-302026-08-07

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II808.1K shares10.00%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T25.4K shares0.52%2026-06-302026-08-07

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T161.1K shares5.61%2026-06-302026-08-07

CWI SPDR INDEX SHS FDS445.2K shares-0.57%2026-06-302026-08-07

SHOP SHOPIFY INC156.0K shares8.85%2026-06-302026-08-07

PAVE GLOBAL X FDS274.0K shares-0.01%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL25.3K shares9.36%2026-06-302026-08-07

JPSE J P MORGAN EXCHANGE TRADED F189.5K shares-0.43%2026-06-302026-08-07

TER TERADYNE INC23.6K shares-7.75%2026-06-302026-08-07

IWF ISHARES TR89.1K shares303.19%2026-06-302026-08-07

Sponsored

USMV ISHARES TR112.7K shares-1.20%2026-06-302026-08-07

APH AMPHENOL CORP60.9K shares2.79%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS28.4K shares14.10%2026-06-302026-08-07

VOO VANGUARD INDEX FDS15.3K shares23.52%2026-06-302026-08-07

CLIP GLOBAL X FDS101.3K shares-6.87%2026-06-302026-08-07

CGGO CAPITAL GROUP GBL GROWTH EQT237.8K shares-0.45%2026-06-302026-08-07

VICI VICI PPTYS INC333.3K shares-3.53%2026-06-302026-08-07

CGUS CAPITAL GROUP CORE EQUITY ET194.8K shares0.35%2026-06-302026-08-07

Sponsored

BE BLOOM ENERGY CORP28.3K shares210.06%2026-06-302026-08-07

SHYG ISHARES TR196.5K shares20.67%2026-06-302026-08-07

MUB ISHARES TR77.2K shares2.59%2026-06-302026-08-07

IAU GOLD TR109.5K shares-13.46%2026-06-302026-08-07

SPAB SPDR SERIES TRUST310.2K shares-1.24%2026-06-302026-08-07

ASML ASML HLDG NV3.9K shares9.84%2026-06-302026-08-07

QUANTA SVCS INC QUANTA SVCS INC10.7K shares12.85%2026-06-302026-08-07

BUFR FIRST TR EXCHNG TRADED FD VI205.0K shares10.58%2026-06-302026-08-07

Sponsored

JPMORGAN CHASE &CO JPMORGAN CHASE &CO22.5K shares-2.08%2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC20.7K shares-0.80%2026-06-302026-08-07

SPSM SPDR SERIES TRUST120.0K shares-3.48%2026-06-302026-08-07

HD HOME DEPOT INC19.6K shares-28.20%2026-06-302026-08-07

QQQJ INVESCO EXCH TRADED FD TR II151.1K shares-1.24%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC13.3K shares12.94%2026-06-302026-08-07

EFA ISHARES TR61.7K shares3.80%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC11.0K shares46.55%2026-06-302026-08-07

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC8.4K shares8.64%2026-06-302026-08-07

PFF ISHARES TR198.1K shares-2.52%2026-06-302026-08-07

DIS DISNEY WALT CO62.0K shares-11.82%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.2K shares4.04%2026-06-302026-08-07

CMF ISHARES TR99.9K shares19.68%2026-06-302026-08-07

CGBL CAPITAL GROUP CORE BALANCED149.2K shares9.97%2026-06-302026-08-07

AIQ GLOBAL X FDS82.6K shares-0.26%2026-06-302026-08-07

IYF ISHARES TR42.0K shares10.55%2026-06-302026-08-07

Sponsored

XHB SPDR SERIES TRUST45.9K shares7.97%2026-06-302026-08-07

NUTANIX INC NUTANIX INC100.1K shares1.10%2026-06-302026-08-07

SPDR SERIES TRUST SPDR SERIES TRUST55.4K shares1.12%2026-06-302026-08-07

WMT WALMART INC41.2K shares-5.30%2026-06-302026-08-07

VOLT TEMA ETF TRUST110.3K shares30.70%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC38.2K shares1.39%2026-06-302026-08-07

IHI ISHARES TR84.3K shares-51.78%2026-06-302026-08-07

BX BLACKSTONE INC35.0K shares-4.71%2026-06-302026-08-07

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD8.5K shares10.42%2026-06-302026-08-07

SMH VANECK ETF TRUST6.0K shares-2.83%2026-06-302026-08-07

SGOV ISHARES TR37.4K shares57.03%2026-06-302026-08-07

ITB ISHARES TR34.5K shares-22.82%2026-06-302026-08-07

ITA ISHARES TR14.2K shares-2.18%2026-06-302026-08-07

KTOS KRATOS DEFENSE &SEC SOLUTIO67.2K shares-20.26%2026-06-302026-08-07

PLD PROLOGIS INC.24.3K shares4.85%2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY INC10.9K shares-35.62%2026-06-302026-08-07

Sponsored

GBIL GOLDMAN SACHS ETF TR31.5K shares42.44%2026-06-302026-08-07

GLD SPDR GOLD TR8.4K shares-1.75%2026-06-302026-08-07

XSD SPDR SERIES TRUST4.8K shares-2.16%2026-06-302026-08-07

IWM ISHARES TR10.0K shares-1.43%2026-06-302026-08-07

VISA INC VISA INC8.6K shares9.90%2026-06-302026-08-07

PBE INVESCO EXCHANGE TRADED FD T31.7K shares-10.14%2026-06-302026-08-07

FCFS FIRSTCASH HOLDINGS INC12.7K shares725.50%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC30.5K shares3.05%2026-06-302026-08-07

Sponsored

AMGN AMGEN INC7.4K shares-1.91%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS10.6K shares-1.27%2026-06-302026-08-07

UBER UBER TECHNOLOGIES INC33.5K shares-40.72%2026-06-302026-08-07

IBIT ISHARES BITCOIN TRUST ETF70.4K shares-5.81%2026-06-302026-08-07

IBND SPDR SERIES TRUST73.3K shares10.92%2026-06-302026-08-07

RSP INVESCO EXCHANGE TRADED FD T10.6K shares-13.26%2026-06-302026-08-07

NOC NORTHROP GRUMMAN CORP4.3K shares-1.95%2026-06-302026-08-07

LPLA LPL FINL HLDGS INC7.8K shares15.92%2026-06-302026-08-07

Sponsored

DLR DIGITAL RLTY TR INC11.9K shares7.15%2026-06-302026-08-07

ANET ARISTA NETWORKS INC12.2K shares1.99%2026-06-302026-08-07

DFEB FIRST TR EXCHNG TRADED FD VI40.3K shares0.00%2026-06-302026-08-07

VUG VANGUARD INDEX FDS23.4K shares526.94%2026-06-302026-08-07

MGM MGM RESORTS INTERNATIONAL41.4K shares-51.64%2026-06-302026-08-07

SPGM SPDR INDEX SHS FDS22.7K shares-2.32%2026-06-302026-08-07

CRM SALESFORCE INC12.2K shares151.10%2026-06-302026-08-07

VTV VANGUARD INDEX FDS8.7K shares3.20%2026-06-302026-08-07

Sponsored

IBB ISHARES TR9.9K shares-4.34%2026-06-302026-08-07

VGT VANGUARD WORLD FD15.4K shares809.40%2026-06-302026-08-07

DELL DELL TECHNOLOGIES INC4.2K shares-8.01%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS24.8K shares8.62%2026-06-302026-08-07

FSEP FIRST TR EXCHNG TRADED FD VI31.9K shares-1.24%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP12.8K shares-0.60%2026-06-302026-08-07

SPIP SPDR SERIES TRUST68.3K shares10.78%2026-06-302026-08-07

ITOT ISHARES TR10.6K shares35.65%2026-06-302026-08-07

Sponsored

APPLIED MATLS INC APPLIED MATLS INC2.3K shares-2.25%2026-06-302026-08-07

JNK SPDR SERIES TRUST17.4K shares-34.32%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION8.1K shares-1.81%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO4.5K shares2.70%2026-06-302026-08-07

GE GE AEROSPACE4.1K shares6.82%2026-06-302026-08-07

IJR ISHARES TR10.3K shares3.35%2026-06-302026-08-07

FLOT ISHARES TR29.8K shares0.62%2026-06-302026-08-07

ESGU ISHARES TR9.3K shares0.71%2026-06-302026-08-07

Sponsored

EFIV SPDR SERIES TRUST20.6K shares3.02%2026-06-302026-08-07

VDC VANGUARD WORLD FD6.6K shares-3.26%2026-06-302026-08-07

TIP ISHARES TR13.0K shares-4.73%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON5.6K shares2.60%2026-06-302026-08-07

IEF ISHARES TR14.8K shares-16.06%2026-06-302026-08-07

IVW ISHARES TR9.8K shares-2.49%2026-06-302026-08-07

CGDG CAPITAL GROUP DIVIDEND GROWE36.1K shares-4.08%2026-06-302026-08-07

TLT ISHARES TR15.5K shares-22.83%2026-06-302026-08-07

Sponsored

XBI SPDR SERIES TRUST8.4K shares-0.90%2026-06-302026-08-07

ORACLE CORP ORACLE CORP9.0K shares-0.60%2026-06-302026-08-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR28.4K shares-2.30%2026-06-302026-08-07

QCOM QUALCOMM INC6.7K shares-0.01%2026-06-302026-08-07

VXUS VANGUARD STAR FDS14.2K shares38.86%2026-06-302026-08-07

IEMG ISHARES INC14.6K shares6.37%2026-06-302026-08-07

DGX QUEST DIAGNOSTICS INC5.6K shares75.89%2026-06-302026-08-07

ABBVIE INC ABBVIE INC4.7K shares-4.58%2026-06-302026-08-07

Sponsored

M MACYS INC50.2K shares-0.15%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP2.3K shares-2.13%2026-06-302026-08-07

KO COCA COLA CO14.0K shares1.99%2026-06-302026-08-07

CVX CHEVRON CORP NEW6.8K shares2.13%2026-06-302026-08-07

DE DEERE & CO1.8K shares-6.17%2026-06-302026-08-07

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC65.0K shares-5.66%2026-06-302026-08-07

LQD ISHARES TR10.3K shares7.29%2026-06-302026-08-07

SCHB SCHWAB STRATEGIC TR38.7K shares18.25%2026-06-302026-08-07

Sponsored

CRSP CRISPR THERAPEUTICS AG20.5K shares0.06%2026-06-302026-08-07

STRL STERLING INFRASTRUCTURE INC1.3K shares72.63%2026-06-302026-08-07

ISRG INTUITIVE SURGICAL INC2.6K sharesnew addition2026-06-302026-08-07

TKO TKO GROUP HOLDINGS INC5.1K shares-23.51%2026-06-302026-08-07

PG PROCTER AND GAMBLE CO6.9K shares1.32%2026-06-302026-08-07

APPLOVIN CORP APPLOVIN CORP1.9K sharesnew addition2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS3.5K shares-64.38%2026-06-302026-08-07

STLD STEEL DYNAMICS INC4.2K shares3.57%2026-06-302026-08-07

Sponsored

UMBF UMB FINL CORP6.6K shares-2.37%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC8.0K shares0.11%2026-06-302026-08-07

ARM ARM HOLDINGS PLC2.7K shares51.25%2026-06-302026-08-07

PFFD GLOBAL X FDS47.7K shares-14.20%2026-06-302026-08-07

RSPR INVESCO EXCHANGE TRADED FD T24.4K shares-16.21%2026-06-302026-08-07

SCHG SCHWAB STRATEGIC TR25.9K shares3.66%2026-06-302026-08-07

BAC BANK OF AMER CORP15.2K shares-2.24%2026-06-302026-08-07

IRM IRON MTN INC DEL6.7K shares4.71%2026-06-302026-08-07

Sponsored

EWY ISHARES INC4.1K shares7.78%2026-06-302026-08-07

IWD ISHARES TR3.4K shares21.53%2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR29.8K shares6.79%2026-06-302026-08-07

INTC INTEL CORP5.9K sharesnew addition2026-06-302026-08-07

ISHARES TR ISHARES TR8.5K shares9.92%2026-06-302026-08-07

IWB ISHARES TR2.0K shares3.83%2026-06-302026-08-07

IDU ISHARES TR7.0K shares0.56%2026-06-302026-08-07

NTRA NATERA INC2.9K sharesnew addition2026-06-302026-08-07

Sponsored

ESGD ISHARES TR7.5K shares4.36%2026-06-302026-08-07

IJH ISHARES TR9.9K shares-13.78%2026-06-302026-08-07

IYW ISHARES TR3.0K shares-5.15%2026-06-302026-08-07

PPA INVESCO EXCHANGE TRADED FD T4.2K shares3.22%2026-06-302026-08-07

ECL ECOLAB INC2.6K sharesnew addition2026-06-302026-08-07

MRK MERCK &CO INC5.7K shares0.56%2026-06-302026-08-07

IGV ISHARES TR8.0K shares-10.44%2026-06-302026-08-07

URI UNITED RENTALS INC638 shares-2.00%2026-06-302026-08-07

Sponsored

NBIS NEBIUS GROUP N.V.2.6K sharesnew addition2026-06-302026-08-07

VB VANGUARD INDEX FDS2.4K shares2.50%2026-06-302026-08-07

TAXF AMERICAN CENTY ETF TR14.1K shares10.54%2026-06-302026-08-07

SNOWFLAKE INC SNOWFLAKE INC2.8K shares2.92%2026-06-302026-08-07

CLOUDFLARE INC CLOUDFLARE INC2.8K shares-8.98%2026-06-302026-08-07

SBUX STARBUCKS CORP6.5K shares-1.91%2026-06-302026-08-07

VWO VANGUARD INTL EQUITY INDEX F11.1K shares1.11%2026-06-302026-08-07

SERVICETITAN INC SERVICETITAN INC9.3K shares48.43%2026-06-302026-08-07

Sponsored

IOT SAMSARA INC20.1K shares-0.47%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC642 shares-23.02%2026-06-302026-08-07

FAUG FIRST TR EXCHNG TRADED FD VI11.3K shares0.00%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.2K shares11.14%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F7.6K sharesnew addition2026-06-302026-08-07

MELI MERCADOLIBRE INC375 shares28.87%2026-06-302026-08-07

EVUS ISHARES TR17.7K shares3.28%2026-06-302026-08-07

NCA NUVEEN CALIFORNIA MUNI VLU F66.0K shares25.39%2026-06-302026-08-07

Sponsored

GLW CORNING INC2.4K shares22.74%2026-06-302026-08-07

VRT VERTIV HOLDINGS CO1.8K shares28.99%2026-06-302026-08-07

ABNB AIRBNB INC4.2K shares-0.26%2026-06-302026-08-07

RDDT REDDIT INC3.4K shares78.77%2026-06-302026-08-07

TXN TEXAS INSTRS INC1.9K shares4.99%2026-06-302026-08-07

CGCP CAPITAL GRP FIXED INCM ETF T25.8K shares72.56%2026-06-302026-08-07

SCHX SCHWAB STRATEGIC TR19.3K shares0.10%2026-06-302026-08-07

DATADOG INC DATADOG INC2.2K sharesnew addition2026-06-302026-08-07

Sponsored

VYM VANGUARD WHITEHALL FDS3.6K shares0.99%2026-06-302026-08-07

GENIUS SPORTS LIMITED GENIUS SPORTS LIMITED92.7K shares-44.46%2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-13.39%2026-06-302026-08-07

VO VANGUARD INDEX FDS6.6K shares298.80%2026-06-302026-08-07

NUBD NUSHARES ETF TR24.2K shares7.29%2026-06-302026-08-07

IVE ISHARES TR2.3K shares4.15%2026-06-302026-08-07

P EVERPURE INC6.5K shares-7.40%2026-06-302026-08-07

DFIV DIMENSIONAL ETF TRUST9.4K shares2.26%2026-06-302026-08-07

Sponsored

GPC GENUINE PARTS CO4.2K shares1.83%2026-06-302026-08-07

CGMU CAPITAL GRP FIXED INCM ETF T18.1K shares-7.49%2026-06-302026-08-07

SPTI SPDR SERIES TRUST17.2K shares-37.30%2026-06-302026-08-07

BA BOEING CO2.2K shares3.63%2026-06-302026-08-07

DFUV DIMENSIONAL ETF TRUST8.8K shares0.34%2026-06-302026-08-07

KRMN KARMAN HLDGS INC9.7K sharesnew addition2026-06-302026-08-07

PFE PFIZER INC19.6K shares-8.71%2026-06-302026-08-07

VGIT VANGUARD SCOTTSDALE FDS7.8K shares-0.90%2026-06-302026-08-07

Sponsored

F FORD MTR CO DEL33.0K shares-40.65%2026-06-302026-08-07

WFC WELLS FARGO CO NEW5.5K shares5.43%2026-06-302026-08-07

MCD MCDONALDS CORP1.7K shares5.23%2026-06-302026-08-07

CGMS CAPITAL GRP FIXED INCM ETF T16.6K shares0.34%2026-06-302026-08-07

CGCB CAPITAL GRP FIXED INCM ETF T17.3K shares-29.95%2026-06-302026-08-07

SPTM SPDR SERIES TRUST5.0K shares-0.38%2026-06-302026-08-07

OKLO OKLO INC8.5K shares22.88%2026-06-302026-08-07

KLAC KLA CORP1.5K sharesnew addition2026-06-302026-08-07

Sponsored

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A960 shares5.26%2026-06-302026-08-07

QQMG INVESCO EXCH TRADED FD TR II8.6K shares-3.87%2026-06-302026-08-07

SPEM SPDR INDEX SHS FDS8.5K shares0.96%2026-06-302026-08-07

IUSB ISHARES TR9.5K sharesnew addition2026-06-302026-08-07

DFUS DIMENSIONAL ETF TRUST5.3K shares0.24%2026-06-302026-08-07

ETN EATON CORP PLC1.0K shares4.60%2026-06-302026-08-07

NAC NUVEEN CA DIVI ADV MUN35.8K shares2.47%2026-06-302026-08-07

NUSC NUSHARES ETF TR8.3K shares-0.60%2026-06-302026-08-07

Sponsored

NBB NUVEEN TAXABLE MUNICPAL INM27.4K shares-0.49%2026-06-302026-08-07

SDY SPDR SERIES TRUST2.8K shares-0.77%2026-06-302026-08-07

VTEB VANGUARD MUN BD FDS8.4K shares-0.59%2026-06-302026-08-07

VV VANGUARD INDEX FDS1.2K shares-7.27%2026-06-302026-08-07

PSA PUBLIC STORAGE1.3K sharesnew addition2026-06-302026-08-07

ADOBE INC ADOBE INC2.0K shares-23.51%2026-06-302026-08-07

WORLD GOLD TR WORLD GOLD TR4.9K shares-16.92%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC943 sharesnew addition2026-06-302026-08-07

Sponsored

VBR VANGUARD INDEX FDS1.6K shares-1.05%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC2.1K shares7.34%2026-06-302026-08-07

SPIB SPDR SERIES TRUST11.6K shares-2.92%2026-06-302026-08-07

MAR MARRIOTT INTL INC NEW1.0K shares52.35%2026-06-302026-08-07

SPDW SPDR INDEX SHS FDS7.6K shares4.54%2026-06-302026-08-07

VHT VANGUARD WORLD FD1.3K shares-7.22%2026-06-302026-08-07

MS MORGAN STANLEY1.8K shares11.12%2026-06-302026-08-07

FOCT FIRST TR EXCHNG TRADED FD VI7.2K shares-3.28%2026-06-302026-08-07

Sponsored

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.2K sharesnew addition2026-06-302026-08-07

SYK STRYKER CORPORATION1.2K shares-53.14%2026-06-302026-08-07

IWO ISHARES TR927 shares-9.74%2026-06-302026-08-07

BK BANK OF NY MELLON CORP2.5K shares4.66%2026-06-302026-08-07

QUAL ISHARES TR1.7K shares6.21%2026-06-302026-08-07

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.5K shares-0.82%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP1.0K shares-44.82%2026-06-302026-08-07

CL COLGATE PALMOLIVE CO3.9K shares1.77%2026-06-302026-08-07

Sponsored

LEN LENNAR CORP3.9K shares-29.57%2026-06-302026-08-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL361 sharesnew addition2026-06-302026-08-07

MRP MILLROSE PPTYS INC11.3K shares-13.04%2026-06-302026-08-07

USRT ISHARES TR5.1K shares2.09%2026-06-302026-08-07

VGK VANGUARD INTL EQUITY INDEX F3.8K shares-6.69%2026-06-302026-08-07

BND VANGUARD BD INDEX FDS4.4K shares13.26%2026-06-302026-08-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC978 shares0.93%2026-06-302026-08-07

MARM FIRST TR EXCHNG TRADED FD VI9.4K shares0.00%2026-06-302026-08-07

Sponsored

AVUV AMERICAN CENTY ETF TR2.6K shares-3.22%2026-06-302026-08-07

OKTA OKTA INC2.3K sharesnew addition2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC7.5K shares-22.82%2026-06-302026-08-07

MSI MOTOROLA SOLUTIONS INC766 shares-2.92%2026-06-302026-08-07

SLV ISHARES SILVER TR5.9K shares2.74%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL1.4K shares-22.92%2026-06-302026-08-07

TAN INVESCO EXCH TRADED FD TR II5.3K shares-3.73%2026-06-302026-08-07

DVY ISHARES TR2.0K shares0.40%2026-06-302026-08-07

Sponsored

AVUS AMERICAN CENTY ETF TR2.4K shares0.00%2026-06-302026-08-07

DLN WISDOMTREE TR3.1K shares0.49%2026-06-302026-08-07

FAPR FIRST TR EXCHNG TRADED FD VI6.3K shares8.58%2026-06-302026-08-07

SUSA ISHARES TR1.9K shares-81.17%2026-06-302026-08-07

PZT INVESCO EXCH TRADED FD TR II12.8K shares61.76%2026-06-302026-08-07

AEE AMEREN CORP2.6K shares-4.81%2026-06-302026-08-07

3M CO 3M CO1.8K shares4.91%2026-06-302026-08-07

WBD WARNER BROS DISCOVERY INC10.8K sharesnew addition2026-06-302026-08-07

Sponsored

PEP PEPSICO INC2.1K shares0.67%2026-06-302026-08-07

RSG REPUBLIC SVCS INC1.3K shares0.53%2026-06-302026-08-07

ELV ELEVANCE HEALTH INC FORMERLY718 sharesnew addition2026-06-302026-08-07

JBHT HUNT J B TRANS SVCS INC959 sharesnew addition2026-06-302026-08-07

XLE SELECT SECTOR SPDR TR5.2K shares-6.57%2026-06-302026-08-07

TTE TOTALENERGIES SE3.5K shares23.30%2026-06-302026-08-07

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.6K sharesnew addition2026-06-302026-08-07

TJX TJX COS INC NEW1.8K shares21.83%2026-06-302026-08-07

Sponsored

HOOD ROBINHOOD MKTS INC2.7K sharesnew addition2026-06-302026-08-07

IUSG ISHARES TR1.4K shares-6.98%2026-06-302026-08-07

CRS CARPENTER TECHNOLOGY CORP424 sharesnew addition2026-06-302026-08-07

SPYD SPDR SERIES TRUST5.4K shares-2.07%2026-06-302026-08-07

AVDE AMERICAN CENTY ETF TR2.9K shares0.00%2026-06-302026-08-07

COP CONOCOPHILLIPS2.4K shares-7.21%2026-06-302026-08-07

ROK ROCKWELL AUTOMATION INC510 shares-8.77%2026-06-302026-08-07

C CITIGROUP INC1.8K sharesnew addition2026-06-302026-08-07

Sponsored

IDEXX LABS INC IDEXX LABS INC470 shares1.95%2026-06-302026-08-07

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.7K shares4.64%2026-06-302026-08-07

AVEM AMERICAN CENTY ETF TR2.5K shares0.12%2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP2.7K sharesnew addition2026-06-302026-08-07

VOE VANGUARD INDEX FDS1.2K sharesnew addition2026-06-302026-08-07

CGCV CAPITAL GROUP CONSERVATIVE E7.4K shares9.03%2026-06-302026-08-07

MO ALTRIA GROUP INC3.4K shares5.56%2026-06-302026-08-07

BLK BLACKROCK INC252 shares-19.75%2026-06-302026-08-07

Sponsored

EA ELECTRONIC ARTS INC1.2K shares-11.39%2026-06-302026-08-07

SNDK SANDISK CORP106 sharesnew addition2026-06-302026-08-07

ONON ON HLDG AG6.8K shares-34.23%2026-06-302026-08-07

NKE NIKE INC5.9K shares20.98%2026-06-302026-08-07

FNDX SCHWAB STRATEGIC TR7.7K shares5.51%2026-06-302026-08-07

VTEC VANGUARD CALIF TAX FREE FDS2.3K shares-9.17%2026-06-302026-08-07

S&P GLOBAL INC S&P GLOBAL INC575 shares2.68%2026-06-302026-08-07

FJAN FIRST TR EXCHNG TRADED FD VI4.3K shares0.00%2026-06-302026-08-07

Sponsored

TEL TE CONNECTIVITY PLC1.2K shares2.12%2026-06-302026-08-07

IWP ISHARES TR1.6K sharesnew addition2026-06-302026-08-07

T AT&T INC11.0K shares-0.34%2026-06-302026-08-07

LRCX LAM RESEARCH CORP515 sharesnew addition2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO2.3K shares6.03%2026-06-302026-08-07

VST VISTRA CORP1.4K sharesnew addition2026-06-302026-08-07

AMT AMERICAN TOWER CORP1.3K shares-3.18%2026-06-302026-08-07

HIG HARTFORD INSURANCE GROUP INC1.6K shares0.93%2026-06-302026-08-07

Sponsored

NXP NUVEEN SELECT TAX-FREE INCOM15.1K shares0.00%2026-06-302026-08-07

SLYG SPDR SERIES TRUST1.8K sharesnew addition2026-06-302026-08-07

MGK VANGUARD WORLD FD2.4K sharesnew addition2026-06-302026-08-07

CRWV COREWEAVE INC2.1K sharesnew addition2026-06-302026-08-07

ABT ABBOTT LABORATORIES2.3K shares-27.52%2026-06-302026-08-07

DFAI DIMENSIONAL ETF TRUST5.1K sharesnew addition2026-06-302026-08-07

SBAC SBA COMMUNICATIONS CORP1.2K shares-17.28%2026-06-302026-08-07

DSEP FIRST TR EXCHNG TRADED FD VI4.3K sharesnew addition2026-06-302026-08-07

Sponsored

TDTT FLEXSHARES TR8.5K shares0.17%2026-06-302026-08-07

YUM YUM BRANDS INC1.3K sharesnew addition2026-06-302026-08-07

SHY ISHARES TR2.2K sharesnew addition2026-06-302026-08-07

ICLN ISHARES TR8.1K sharesnew addition2026-06-302026-08-07

HYT BLACKROCK CORPOR HI YLD FD I19.2K shares0.00%2026-06-302026-08-07

NU NU HLDGS LTD10.0K shares-0.03%2026-06-302026-08-07

MTUM ISHARES TR334 sharesnew addition2026-06-302026-08-07

JPC NUVEEN PFD &INCOME OPPORTUN13.6K shares-17.99%2026-06-302026-08-07

Sponsored

IWR ISHARES TR938 sharesnew addition2026-06-302026-08-07

ZIP ZIPRECRUITER INC17.8K shares0.06%2026-06-302026-08-07

GME.WS GAMESTOP CORP NEW19.5K shares0.00%2026-06-302026-08-07

GROY GOLD ROYALTY CORP11.8K sharesnew addition2026-06-302026-08-07

LPTX CYPHERPUNK TECHNOLOGIES INC22.0K shares0.00%2026-06-302026-08-07

BYND BEYOND MEAT INC10.0K shares-4.76%2026-06-302026-08-07

QQQM

INVESCO EXCH TRADED FD TR II

-0.07%

Shares1.0M

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

3.92%

Shares1.8M

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

-0.22%

Shares838.1K

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

5.51%

Shares2.7M

Event2026-06-30

Filed2026-08-07

IXUS

ISHARES TR

6.67%

Shares1.7M

Event2026-06-30

Filed2026-08-07

ISHARES TR

12.03%

Shares1.4M

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

-5.29%

Shares658.3K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

2.73%

Shares415.3K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

-1.05%

Shares280.0K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

2.84%

Shares279.2K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

10.59%

Shares1.6M

Event2026-06-30

Filed2026-08-07

XLY

SELECT SECTOR SPDR TR

11.29%

Shares644.2K

Event2026-06-30

Filed2026-08-07

SOXX

ISHARES TR

-16.94%

Shares111.2K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

7.73%

Shares417.8K

Event2026-06-30

Filed2026-08-07

LGLV

SPDR SERIES TRUST

11.60%

Shares344.9K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

10.81%

Shares160.1K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

-1.73%

Shares1.7M

Event2026-06-30

Filed2026-08-07

PWZ

INVESCO EXCH TRADED FD TR II

9.41%

Shares2.1M

Event2026-06-30

Filed2026-08-07

USHY

ISHARES TR

18.04%

Shares1.4M

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

3.77%

Shares209.3K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

39.03%

Shares43.1K

Event2026-06-30

Filed2026-08-07

SPBO

SPDR SERIES TRUST

12.55%

Shares1.7M

Event2026-06-30

Filed2026-08-07

SMMD

ISHARES TR

3.38%

Shares519.3K

Event2026-06-30

Filed2026-08-07

SPTS

SPDR SERIES TRUST

13.30%

Shares1.6M

Event2026-06-30

Filed2026-08-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

5.72%

Shares907.2K

Event2026-06-30

Filed2026-08-07

XLP

SELECT SECTOR SPDR TR

9.39%

Shares489.2K

Event2026-06-30

Filed2026-08-07

CGGR

CAPITAL GROUP GROWTH ETF

1.60%

Shares821.0K

Event2026-06-30

Filed2026-08-07

SPMD

SPDR SERIES TRUST

4.71%

Shares523.0K

Event2026-06-30

Filed2026-08-07

XLC

SELECT SECTOR SPDR TR

8.03%

Shares329.7K

Event2026-06-30

Filed2026-08-07

XAR

SPDR SERIES TRUST

5.93%

Shares123.2K

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

5.86%

Shares643.1K

Event2026-06-30

Filed2026-08-07

AXON

AXON ENTERPRISE INC

-1.48%

Shares56.7K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

3.36%

Shares53.8K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-0.20%

Shares39.3K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

7.07%

Shares404.9K

Event2026-06-30

Filed2026-08-07

XLI

SELECT SECTOR SPDR TR

4.75%

Shares155.9K

Event2026-06-30

Filed2026-08-07

ADVISORSHARES TR

1.95%

Shares966.8K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

3.74%

Shares21.4K

Event2026-06-30

Filed2026-08-07

XLRE

SELECT SECTOR SPDR TR

-3.99%

Shares558.5K

Event2026-06-30

Filed2026-08-07

SHM

SPDR SERIES TRUST

9.88%

Shares507.6K

Event2026-06-30

Filed2026-08-07

CGIC

CAPITAL GROUP INTERNATIONAL

34.80%

Shares635.1K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-1.49%

Shares29.8K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

0.20%

Shares57.3K

Event2026-06-30

Filed2026-08-07

URTH

ISHARES INC

3.26%

Shares106.7K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

6.11%

Shares57.6K

Event2026-06-30

Filed2026-08-07

LLY

LILLY ELI & CO

22.24%

Shares17.0K

Event2026-06-30

Filed2026-08-07

INVESCO EXCH TRADED FD TR II

10.00%

Shares808.1K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.52%

Shares25.4K

Event2026-06-30

Filed2026-08-07

XMHQ

INVESCO EXCHANGE TRADED FD T

5.61%

Shares161.1K

Event2026-06-30

Filed2026-08-07

CWI

SPDR INDEX SHS FDS

-0.57%

Shares445.2K

Event2026-06-30

Filed2026-08-07

SHOP

SHOPIFY INC

8.85%

Shares156.0K

Event2026-06-30

Filed2026-08-07

PAVE

GLOBAL X FDS

-0.01%

Shares274.0K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

9.36%

Shares25.3K

Event2026-06-30

Filed2026-08-07

JPSE

J P MORGAN EXCHANGE TRADED F

-0.43%

Shares189.5K

Event2026-06-30

Filed2026-08-07

TER

TERADYNE INC

-7.75%

Shares23.6K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

303.19%

Shares89.1K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

-1.20%

Shares112.7K

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP

2.79%

Shares60.9K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

14.10%

Shares28.4K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

23.52%

Shares15.3K

Event2026-06-30

Filed2026-08-07

CLIP

GLOBAL X FDS

-6.87%

Shares101.3K

Event2026-06-30

Filed2026-08-07

CGGO

CAPITAL GROUP GBL GROWTH EQT

-0.45%

Shares237.8K

Event2026-06-30

Filed2026-08-07

VICI

VICI PPTYS INC

-3.53%

Shares333.3K

Event2026-06-30

Filed2026-08-07

CGUS

CAPITAL GROUP CORE EQUITY ET

0.35%

Shares194.8K

Event2026-06-30

Filed2026-08-07

BLOOM ENERGY CORP

210.06%

Shares28.3K

Event2026-06-30

Filed2026-08-07

SHYG

ISHARES TR

20.67%

Shares196.5K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

2.59%

Shares77.2K

Event2026-06-30

Filed2026-08-07

IAU

GOLD TR

-13.46%

Shares109.5K

Event2026-06-30

Filed2026-08-07

SPAB

SPDR SERIES TRUST

-1.24%

Shares310.2K

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

9.84%

Shares3.9K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

12.85%

Shares10.7K

Event2026-06-30

Filed2026-08-07

BUFR

FIRST TR EXCHNG TRADED FD VI

10.58%

Shares205.0K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE &CO

-2.08%

Shares22.5K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

-0.80%

Shares20.7K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

-3.48%

Shares120.0K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-28.20%

Shares19.6K

Event2026-06-30

Filed2026-08-07

QQQJ

INVESCO EXCH TRADED FD TR II

-1.24%

Shares151.1K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

12.94%

Shares13.3K

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

3.80%

Shares61.7K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

46.55%

Shares11.0K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

8.64%

Shares8.4K

Event2026-06-30

Filed2026-08-07

PFF

ISHARES TR

-2.52%

Shares198.1K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

-11.82%

Shares62.0K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

4.04%

Shares6.2K

Event2026-06-30

Filed2026-08-07

CMF

ISHARES TR

19.68%

Shares99.9K

Event2026-06-30

Filed2026-08-07

CGBL

CAPITAL GROUP CORE BALANCED

9.97%

Shares149.2K

Event2026-06-30

Filed2026-08-07

AIQ

GLOBAL X FDS

-0.26%

Shares82.6K

Event2026-06-30

Filed2026-08-07

IYF

ISHARES TR

10.55%

Shares42.0K

Event2026-06-30

Filed2026-08-07

XHB

SPDR SERIES TRUST

7.97%

Shares45.9K

Event2026-06-30

Filed2026-08-07

NUTANIX INC

1.10%

Shares100.1K

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

1.12%

Shares55.4K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-5.30%

Shares41.2K

Event2026-06-30

Filed2026-08-07

VOLT

TEMA ETF TRUST

30.70%

Shares110.3K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

1.39%

Shares38.2K

Event2026-06-30

Filed2026-08-07

IHI

ISHARES TR

-51.78%

Shares84.3K

Event2026-06-30

Filed2026-08-07

BLACKSTONE INC

-4.71%

Shares35.0K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MFG LTD

10.42%

Shares8.5K

Event2026-06-30

Filed2026-08-07

SMH

VANECK ETF TRUST

-2.83%

Shares6.0K

Event2026-06-30

Filed2026-08-07

SGOV

ISHARES TR

57.03%

Shares37.4K

Event2026-06-30

Filed2026-08-07

ITB

ISHARES TR

-22.82%

Shares34.5K

Event2026-06-30

Filed2026-08-07

ITA

ISHARES TR

-2.18%

Shares14.2K

Event2026-06-30

Filed2026-08-07

KTOS

KRATOS DEFENSE &SEC SOLUTIO

-20.26%

Shares67.2K

Event2026-06-30

Filed2026-08-07

PLD

PROLOGIS INC.

4.85%

Shares24.3K

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

-35.62%

Shares10.9K

Event2026-06-30

Filed2026-08-07

GBIL

GOLDMAN SACHS ETF TR

42.44%

Shares31.5K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

-1.75%

Shares8.4K

Event2026-06-30

Filed2026-08-07

XSD

SPDR SERIES TRUST

-2.16%

Shares4.8K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

-1.43%

Shares10.0K

Event2026-06-30

Filed2026-08-07

VISA INC

9.90%

Shares8.6K

Event2026-06-30

Filed2026-08-07

PBE

INVESCO EXCHANGE TRADED FD T

-10.14%

Shares31.7K

Event2026-06-30

Filed2026-08-07

FCFS

FIRSTCASH HOLDINGS INC

725.50%

Shares12.7K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

3.05%

Shares30.5K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

-1.91%

Shares7.4K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

-1.27%

Shares10.6K

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

-40.72%

Shares33.5K

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN TRUST ETF

-5.81%

Shares70.4K

Event2026-06-30

Filed2026-08-07

IBND

SPDR SERIES TRUST

10.92%

Shares73.3K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

-13.26%

Shares10.6K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

-1.95%

Shares4.3K

Event2026-06-30

Filed2026-08-07

LPLA

LPL FINL HLDGS INC

15.92%

Shares7.8K

Event2026-06-30

Filed2026-08-07

DLR

DIGITAL RLTY TR INC

7.15%

Shares11.9K

Event2026-06-30

Filed2026-08-07

ANET

ARISTA NETWORKS INC

1.99%

Shares12.2K

Event2026-06-30

Filed2026-08-07

DFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares40.3K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

526.94%

Shares23.4K

Event2026-06-30

Filed2026-08-07

MGM

MGM RESORTS INTERNATIONAL

-51.64%

Shares41.4K

Event2026-06-30

Filed2026-08-07

SPGM

SPDR INDEX SHS FDS

-2.32%

Shares22.7K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

151.10%

Shares12.2K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

3.20%

Shares8.7K

Event2026-06-30

Filed2026-08-07

IBB

ISHARES TR

-4.34%

Shares9.9K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

809.40%

Shares15.4K

Event2026-06-30

Filed2026-08-07

DELL

DELL TECHNOLOGIES INC

-8.01%

Shares4.2K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

8.62%

Shares24.8K

Event2026-06-30

Filed2026-08-07

FSEP

FIRST TR EXCHNG TRADED FD VI

-1.24%

Shares31.9K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

-0.60%

Shares12.8K

Event2026-06-30

Filed2026-08-07

SPIP

SPDR SERIES TRUST

10.78%

Shares68.3K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

35.65%

Shares10.6K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-2.25%

Shares2.3K

Event2026-06-30

Filed2026-08-07

JNK

SPDR SERIES TRUST

-34.32%

Shares17.4K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

-1.81%

Shares8.1K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

2.70%

Shares4.5K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

6.82%

Shares4.1K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

3.35%

Shares10.3K

Event2026-06-30

Filed2026-08-07

FLOT

ISHARES TR

0.62%

Shares29.8K

Event2026-06-30

Filed2026-08-07

ESGU

ISHARES TR

0.71%

Shares9.3K

Event2026-06-30

Filed2026-08-07

EFIV

SPDR SERIES TRUST

3.02%

Shares20.6K

Event2026-06-30

Filed2026-08-07

VDC

VANGUARD WORLD FD

-3.26%

Shares6.6K

Event2026-06-30

Filed2026-08-07

TIP

ISHARES TR

-4.73%

Shares13.0K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

2.60%

Shares5.6K

Event2026-06-30

Filed2026-08-07

IEF

ISHARES TR

-16.06%

Shares14.8K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

-2.49%

Shares9.8K

Event2026-06-30

Filed2026-08-07

CGDG

CAPITAL GROUP DIVIDEND GROWE

-4.08%

Shares36.1K

Event2026-06-30

Filed2026-08-07

TLT

ISHARES TR

-22.83%

Shares15.5K

Event2026-06-30

Filed2026-08-07

XBI

SPDR SERIES TRUST

-0.90%

Shares8.4K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-0.60%

Shares9.0K

Event2026-06-30

Filed2026-08-07

SELECT SECTOR SPDR TR

-2.30%

Shares28.4K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

-0.01%

Shares6.7K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

38.86%

Shares14.2K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

6.37%

Shares14.6K

Event2026-06-30

Filed2026-08-07

DGX

QUEST DIAGNOSTICS INC

75.89%

Shares5.6K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-4.58%

Shares4.7K

Event2026-06-30

Filed2026-08-07

MACYS INC

-0.15%

Shares50.2K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

-2.13%

Shares2.3K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

1.99%

Shares14.0K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORP NEW

2.13%

Shares6.8K

Event2026-06-30

Filed2026-08-07

DEERE & CO

-6.17%

Shares1.8K

Event2026-06-30

Filed2026-08-07

RIVIAN AUTOMOTIVE INC

-5.66%

Shares65.0K

Event2026-06-30

Filed2026-08-07

LQD

ISHARES TR

7.29%

Shares10.3K

Event2026-06-30

Filed2026-08-07

SCHB

SCHWAB STRATEGIC TR

18.25%

Shares38.7K

Event2026-06-30

Filed2026-08-07

CRSP

CRISPR THERAPEUTICS AG

0.06%

Shares20.5K

Event2026-06-30

Filed2026-08-07

STRL

STERLING INFRASTRUCTURE INC

72.63%

Shares1.3K

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

TKO

TKO GROUP HOLDINGS INC

-23.51%

Shares5.1K

Event2026-06-30

Filed2026-08-07

PROCTER AND GAMBLE CO

1.32%

Shares6.9K

Event2026-06-30

Filed2026-08-07

APPLOVIN CORP

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

-64.38%

Shares3.5K

Event2026-06-30

Filed2026-08-07

STLD

STEEL DYNAMICS INC

3.57%

Shares4.2K

Event2026-06-30

Filed2026-08-07

UMBF

UMB FINL CORP

-2.37%

Shares6.6K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

0.11%

Shares8.0K

Event2026-06-30

Filed2026-08-07

ARM

ARM HOLDINGS PLC

51.25%

Shares2.7K

Event2026-06-30

Filed2026-08-07

PFFD

GLOBAL X FDS

-14.20%

Shares47.7K

Event2026-06-30

Filed2026-08-07

RSPR

INVESCO EXCHANGE TRADED FD T

-16.21%

Shares24.4K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

3.66%

Shares25.9K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-2.24%

Shares15.2K

Event2026-06-30

Filed2026-08-07

IRM

IRON MTN INC DEL

4.71%

Shares6.7K

Event2026-06-30

Filed2026-08-07

EWY

ISHARES INC

7.78%

Shares4.1K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

21.53%

Shares3.4K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

6.79%

Shares29.8K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares5.9K

Event2026-06-30

Filed2026-08-07

ISHARES TR

9.92%

Shares8.5K

Event2026-06-30

Filed2026-08-07

IWB

ISHARES TR

3.83%

Shares2.0K

Event2026-06-30

Filed2026-08-07

IDU

ISHARES TR

0.56%

Shares7.0K

Event2026-06-30

Filed2026-08-07

NTRA

NATERA INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-07

ESGD

ISHARES TR

4.36%

Shares7.5K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-13.78%

Shares9.9K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

-5.15%

Shares3.0K

Event2026-06-30

Filed2026-08-07

PPA

INVESCO EXCHANGE TRADED FD T

3.22%

Shares4.2K

Event2026-06-30

Filed2026-08-07

ECL

ECOLAB INC

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

MRK

MERCK &CO INC

0.56%

Shares5.7K

Event2026-06-30

Filed2026-08-07

IGV

ISHARES TR

-10.44%

Shares8.0K

Event2026-06-30

Filed2026-08-07

URI

UNITED RENTALS INC

-2.00%

Shares638

Event2026-06-30

Filed2026-08-07

NBIS

NEBIUS GROUP N.V.

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

2.50%

Shares2.4K

Event2026-06-30

Filed2026-08-07

TAXF

AMERICAN CENTY ETF TR

10.54%

Shares14.1K

Event2026-06-30

Filed2026-08-07

SNOWFLAKE INC

2.92%

Shares2.8K

Event2026-06-30

Filed2026-08-07

CLOUDFLARE INC

-8.98%

Shares2.8K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-1.91%

Shares6.5K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

1.11%

Shares11.1K

Event2026-06-30

Filed2026-08-07

SERVICETITAN INC

48.43%

Shares9.3K

Event2026-06-30

Filed2026-08-07

IOT

SAMSARA INC

-0.47%

Shares20.1K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-23.02%

Shares642

Event2026-06-30

Filed2026-08-07

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.3K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

11.14%

Shares1.2K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares7.6K

Event2026-06-30

Filed2026-08-07

MELI

MERCADOLIBRE INC

28.87%

Shares375

Event2026-06-30

Filed2026-08-07

EVUS

ISHARES TR

3.28%

Shares17.7K

Event2026-06-30

Filed2026-08-07

NCA

NUVEEN CALIFORNIA MUNI VLU F

25.39%

Shares66.0K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

22.74%

Shares2.4K

Event2026-06-30

Filed2026-08-07

VRT

VERTIV HOLDINGS CO

28.99%

Shares1.8K

Event2026-06-30

Filed2026-08-07

ABNB

AIRBNB INC

-0.26%

Shares4.2K

Event2026-06-30

Filed2026-08-07

RDDT

REDDIT INC

78.77%

Shares3.4K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

4.99%

Shares1.9K

Event2026-06-30

Filed2026-08-07

CGCP

CAPITAL GRP FIXED INCM ETF T

72.56%

Shares25.8K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB STRATEGIC TR

0.10%

Shares19.3K

Event2026-06-30

Filed2026-08-07

DATADOG INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

0.99%

Shares3.6K

Event2026-06-30

Filed2026-08-07

GENIUS SPORTS LIMITED

-44.46%

Shares92.7K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

-13.39%

Shares1.1K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

298.80%

Shares6.6K

Event2026-06-30

Filed2026-08-07

NUBD

NUSHARES ETF TR

7.29%

Shares24.2K

Event2026-06-30

Filed2026-08-07

IVE

ISHARES TR

4.15%

Shares2.3K

Event2026-06-30

Filed2026-08-07

EVERPURE INC

-7.40%

Shares6.5K

Event2026-06-30

Filed2026-08-07

DFIV

DIMENSIONAL ETF TRUST

2.26%

Shares9.4K

Event2026-06-30

Filed2026-08-07

GPC

GENUINE PARTS CO

1.83%

Shares4.2K

Event2026-06-30

Filed2026-08-07

CGMU

CAPITAL GRP FIXED INCM ETF T

-7.49%

Shares18.1K

Event2026-06-30

Filed2026-08-07

SPTI

SPDR SERIES TRUST

-37.30%

Shares17.2K

Event2026-06-30

Filed2026-08-07

BOEING CO

3.63%

Shares2.2K

Event2026-06-30

Filed2026-08-07

DFUV

DIMENSIONAL ETF TRUST

0.34%

Shares8.8K

Event2026-06-30

Filed2026-08-07

KRMN

KARMAN HLDGS INC

New

Shares9.7K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-8.71%

Shares19.6K

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD SCOTTSDALE FDS

-0.90%

Shares7.8K

Event2026-06-30

Filed2026-08-07

FORD MTR CO DEL

-40.65%

Shares33.0K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO CO NEW

5.43%

Shares5.5K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

5.23%

Shares1.7K

Event2026-06-30

Filed2026-08-07

CGMS

CAPITAL GRP FIXED INCM ETF T

0.34%

Shares16.6K

Event2026-06-30

Filed2026-08-07

CGCB

CAPITAL GRP FIXED INCM ETF T

-29.95%

Shares17.3K

Event2026-06-30

Filed2026-08-07

SPTM

SPDR SERIES TRUST

-0.38%

Shares5.0K

Event2026-06-30

Filed2026-08-07

OKLO

OKLO INC

22.88%

Shares8.5K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

SPOTIFY TECHNOLOGY S A

5.26%

Shares960

Event2026-06-30

Filed2026-08-07

QQMG

INVESCO EXCH TRADED FD TR II

-3.87%

Shares8.6K

Event2026-06-30

Filed2026-08-07

SPEM

SPDR INDEX SHS FDS

0.96%

Shares8.5K

Event2026-06-30

Filed2026-08-07

IUSB

ISHARES TR

New

Shares9.5K

Event2026-06-30

Filed2026-08-07

DFUS

DIMENSIONAL ETF TRUST

0.24%

Shares5.3K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

4.60%

Shares1.0K

Event2026-06-30

Filed2026-08-07

NAC

NUVEEN CA DIVI ADV MUN

2.47%

Shares35.8K

Event2026-06-30

Filed2026-08-07

NUSC

NUSHARES ETF TR

-0.60%

Shares8.3K

Event2026-06-30

Filed2026-08-07

NBB

NUVEEN TAXABLE MUNICPAL INM

-0.49%

Shares27.4K

Event2026-06-30

Filed2026-08-07

SDY

SPDR SERIES TRUST

-0.77%

Shares2.8K

Event2026-06-30

Filed2026-08-07

VTEB

VANGUARD MUN BD FDS

-0.59%

Shares8.4K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-7.27%

Shares1.2K

Event2026-06-30

Filed2026-08-07

PSA

PUBLIC STORAGE

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

ADOBE INC

-23.51%

Shares2.0K

Event2026-06-30

Filed2026-08-07

WORLD GOLD TR

-16.92%

Shares4.9K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

New

Shares943

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD INDEX FDS

-1.05%

Shares1.6K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

7.34%

Shares2.1K

Event2026-06-30

Filed2026-08-07

SPIB

SPDR SERIES TRUST

-2.92%

Shares11.6K

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTL INC NEW

52.35%

Shares1.0K

Event2026-06-30

Filed2026-08-07

SPDW

SPDR INDEX SHS FDS

4.54%

Shares7.6K

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD WORLD FD

-7.22%

Shares1.3K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

11.12%

Shares1.8K

Event2026-06-30

Filed2026-08-07

FOCT

FIRST TR EXCHNG TRADED FD VI

-3.28%

Shares7.2K

Event2026-06-30

Filed2026-08-07

ROYAL CARIBBEAN GROUP

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

-53.14%

Shares1.2K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

-9.74%

Shares927

Event2026-06-30

Filed2026-08-07

BANK OF NY MELLON CORP

4.66%

Shares2.5K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

6.21%

Shares1.7K

Event2026-06-30

Filed2026-08-07

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-0.82%

Shares1.5K

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

-44.82%

Shares1.0K

Event2026-06-30

Filed2026-08-07

COLGATE PALMOLIVE CO

1.77%

Shares3.9K

Event2026-06-30

Filed2026-08-07

LEN

LENNAR CORP

-29.57%

Shares3.9K

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares361

Event2026-06-30

Filed2026-08-07

MRP

MILLROSE PPTYS INC

-13.04%

Shares11.3K

Event2026-06-30

Filed2026-08-07

USRT

ISHARES TR

2.09%

Shares5.1K

Event2026-06-30

Filed2026-08-07

VGK

VANGUARD INTL EQUITY INDEX F

-6.69%

Shares3.8K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

13.26%

Shares4.4K

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

0.93%

Shares978

Event2026-06-30

Filed2026-08-07

MARM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

-3.22%

Shares2.6K

Event2026-06-30

Filed2026-08-07

OKTA

OKTA INC

New

Shares2.3K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-22.82%

Shares7.5K

Event2026-06-30

Filed2026-08-07

MSI

MOTOROLA SOLUTIONS INC

-2.92%

Shares766

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TR

2.74%

Shares5.9K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

-22.92%

Shares1.4K

Event2026-06-30

Filed2026-08-07

TAN

INVESCO EXCH TRADED FD TR II

-3.73%

Shares5.3K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

0.40%

Shares2.0K

Event2026-06-30

Filed2026-08-07

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

DLN

WISDOMTREE TR

0.49%

Shares3.1K

Event2026-06-30

Filed2026-08-07

FAPR

FIRST TR EXCHNG TRADED FD VI

8.58%

Shares6.3K

Event2026-06-30

Filed2026-08-07

SUSA

ISHARES TR

-81.17%

Shares1.9K

Event2026-06-30

Filed2026-08-07

PZT

INVESCO EXCH TRADED FD TR II

61.76%

Shares12.8K

Event2026-06-30

Filed2026-08-07

AEE

AMEREN CORP

-4.81%

Shares2.6K

Event2026-06-30

Filed2026-08-07

3M CO

4.91%

Shares1.8K

Event2026-06-30

Filed2026-08-07

WBD

WARNER BROS DISCOVERY INC

New

Shares10.8K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

0.67%

Shares2.1K

Event2026-06-30

Filed2026-08-07

RSG

REPUBLIC SVCS INC

0.53%

Shares1.3K

Event2026-06-30

Filed2026-08-07

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares718

Event2026-06-30

Filed2026-08-07

JBHT

HUNT J B TRANS SVCS INC

New

Shares959

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

-6.57%

Shares5.2K

Event2026-06-30

Filed2026-08-07

TTE

TOTALENERGIES SE

23.30%

Shares3.5K

Event2026-06-30

Filed2026-08-07

SPACE EXPLORATION TECHN CORP

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

21.83%

Shares1.8K

Event2026-06-30

Filed2026-08-07

HOOD

ROBINHOOD MKTS INC

New

Shares2.7K

Event2026-06-30

Filed2026-08-07

IUSG

ISHARES TR

-6.98%

Shares1.4K

Event2026-06-30

Filed2026-08-07

CRS

CARPENTER TECHNOLOGY CORP

New

Shares424

Event2026-06-30

Filed2026-08-07

SPYD

SPDR SERIES TRUST

-2.07%

Shares5.4K

Event2026-06-30

Filed2026-08-07

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

-7.21%

Shares2.4K

Event2026-06-30

Filed2026-08-07

ROK

ROCKWELL AUTOMATION INC

-8.77%

Shares510

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-07

IDEXX LABS INC

1.95%

Shares470

Event2026-06-30

Filed2026-08-07

JOHNSON CONTROLS INTERNATION

4.64%

Shares1.7K

Event2026-06-30

Filed2026-08-07

AVEM

AMERICAN CENTY ETF TR

0.12%

Shares2.5K

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

New

Shares2.7K

Event2026-06-30

Filed2026-08-07

VOE

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

CGCV

CAPITAL GROUP CONSERVATIVE E

9.03%

Shares7.4K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

5.56%

Shares3.4K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

-19.75%

Shares252

Event2026-06-30

Filed2026-08-07

ELECTRONIC ARTS INC

-11.39%

Shares1.2K

Event2026-06-30

Filed2026-08-07

SNDK

SANDISK CORP

New

Shares106

Event2026-06-30

Filed2026-08-07

ONON

ON HLDG AG

-34.23%

Shares6.8K

Event2026-06-30

Filed2026-08-07

NKE

NIKE INC

20.98%

Shares5.9K

Event2026-06-30

Filed2026-08-07

FNDX

SCHWAB STRATEGIC TR

5.51%

Shares7.7K

Event2026-06-30

Filed2026-08-07

VTEC

VANGUARD CALIF TAX FREE FDS

-9.17%

Shares2.3K

Event2026-06-30

Filed2026-08-07

S&P GLOBAL INC

2.68%

Shares575

Event2026-06-30

Filed2026-08-07

FJAN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-07

TEL

TE CONNECTIVITY PLC

2.12%

Shares1.2K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

AT&T INC

-0.34%

Shares11.0K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

New

Shares515

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

6.03%

Shares2.3K

Event2026-06-30

Filed2026-08-07

VST

VISTRA CORP

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

AMT

AMERICAN TOWER CORP

-3.18%

Shares1.3K

Event2026-06-30

Filed2026-08-07

HIG

HARTFORD INSURANCE GROUP INC

0.93%

Shares1.6K

Event2026-06-30

Filed2026-08-07

NXP

NUVEEN SELECT TAX-FREE INCOM

0.00%

Shares15.1K

Event2026-06-30

Filed2026-08-07

SLYG

SPDR SERIES TRUST

New

Shares1.8K

Event2026-06-30

Filed2026-08-07

MGK

VANGUARD WORLD FD

New

Shares2.4K

Event2026-06-30

Filed2026-08-07

CRWV

COREWEAVE INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

-27.52%

Shares2.3K

Event2026-06-30

Filed2026-08-07

DFAI

DIMENSIONAL ETF TRUST

New

Shares5.1K

Event2026-06-30

Filed2026-08-07

SBAC

SBA COMMUNICATIONS CORP

-17.28%

Shares1.2K

Event2026-06-30

Filed2026-08-07

DSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares4.3K

Event2026-06-30

Filed2026-08-07

TDTT

FLEXSHARES TR

0.17%

Shares8.5K

Event2026-06-30

Filed2026-08-07

YUM

YUM BRANDS INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-08-07

ICLN

ISHARES TR

New

Shares8.1K

Event2026-06-30

Filed2026-08-07

HYT

BLACKROCK CORPOR HI YLD FD I

0.00%

Shares19.2K

Event2026-06-30

Filed2026-08-07

NU HLDGS LTD

-0.03%

Shares10.0K

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES TR

New

Shares334

Event2026-06-30

Filed2026-08-07

JPC

NUVEEN PFD &INCOME OPPORTUN

-17.99%

Shares13.6K

Event2026-06-30

Filed2026-08-07

IWR

ISHARES TR

New

Shares938

Event2026-06-30

Filed2026-08-07

ZIP

ZIPRECRUITER INC

0.06%

Shares17.8K

Event2026-06-30

Filed2026-08-07

GME.WS

GAMESTOP CORP NEW

0.00%

Shares19.5K

Event2026-06-30

Filed2026-08-07

GROY

GOLD ROYALTY CORP

New

Shares11.8K

Event2026-06-30

Filed2026-08-07

LPTX

CYPHERPUNK TECHNOLOGIES INC

0.00%

Shares22.0K

Event2026-06-30

Filed2026-08-07

BYND

BEYOND MEAT INC

-4.76%

Shares10.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available