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The Analysis of Golden State Wealth Management, LLC's Holdings & P&L

Currently, Golden State Wealth Management, LLC holds 1620 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in DYNF (+218.4K shares, valued at $14.9M), IEMG (+132.8K shares, valued at $11.0M), BAI (+168.9K shares, valued at $8.9M); decreased their positions in FVD (-122.1K shares, valued at $5.9M), RDVY (-71.3K shares, valued at $5.8M), QGRO (-35.2K shares, valued at $4.2M); initiated new positions in LSGR (+87.4K shares, valued at $3.7M), N/A (+117.6K shares, valued at $3.3M), SMIZ (+39.7K shares, valued at $1.8M).

1M P&L

-1.3M-0.15%

3M P&L

+4.9M+0.60%

HY P&L

+79.7M+10.75%

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/A608.8M

70.7%

2Semiconductors40.4M

4.7%

3Consumer Electronics34.8M

4.0%

Top Industries by Stock Count

1N/A677 stocks

46.0%

2Biotechnology25 stocks

1.7%

3Asset Management25 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES CORE ISHARES CORE106.9K shares5.52%2026-06-302026-07-22

STATE STREET STATE STREET71.4K shares-0.40%2026-06-302026-07-22

AAPL APPLE INC120.2K shares-1.76%2026-06-302026-07-22

DYNF ISHARES U S400.7K shares119.75%2026-06-302026-07-22

ISHARES CORE ISHARES CORE259.0K shares1.73%2026-06-302026-07-22

NVDA NVIDIA CORP117.9K shares0.26%2026-06-302026-07-22

QQQ INVESCO QQQ31.3K shares-0.25%2026-06-302026-07-22

GOOGL ALPHABET INC64.4K shares-2.13%2026-06-302026-07-22

Sponsored

AMZN AMAZON COM91.7K shares4.55%2026-06-302026-07-22

FVD FIRST TRUST361.1K shares-25.26%2026-06-302026-07-22

USMC PRINCIPAL US213.6K shares1.86%2026-06-302026-07-22

IEMG ISHARES CORE173.5K shares326.30%2026-06-302026-07-22

WINN HARBOR LONG431.4K shares-22.21%2026-06-302026-07-22

QGRO AMERICAN CENTURY101.1K shares-25.81%2026-06-302026-07-22

SDVY FIRST TRUST270.9K shares-8.81%2026-06-302026-07-22

BAI ISHARES A I218.0K shares344.01%2026-06-302026-07-22

Sponsored

SPAB STATE STREET436.3K shares-5.54%2026-06-302026-07-22

FTCS FIRST TRUST115.8K shares2.21%2026-06-302026-07-22

RDVY FIRST TRUST116.2K shares-38.02%2026-06-302026-07-22

BUFR FIRST TRUST252.7K shares-1.49%2026-06-302026-07-22

TSLA TESLA INC21.4K shares1.47%2026-06-302026-07-22

MSFT MICROSOFT CORP21.8K shares-1.00%2026-06-302026-07-22

BBUS JPMORGAN BETABUILDERS58.4K shares-31.51%2026-06-302026-07-22

QUAL ISHARES MSCI34.2K shares-10.63%2026-06-302026-07-22

Sponsored

DGRW WISDOMTREE US77.1K shares1.75%2026-06-302026-07-22

JQUA JPMORGAN US101.3K shares6.69%2026-06-302026-07-22

SNDK SANDISK CORP3.2K shares2.70%2026-06-302026-07-22

BROADCOM INC BROADCOM INC18.8K shares1.83%2026-06-302026-07-22

STATE STREET STATE STREET80.4K shares8.68%2026-06-302026-07-22

THRO ISHARES U S162.0K shares260.54%2026-06-302026-07-22

SIVR ABRDN PHYSICAL121.1K shares-0.27%2026-06-302026-07-22

VIG VANGUARD DIVIDEND26.8K shares-2.37%2026-06-302026-07-22

Sponsored

MTUM ISHARES MSCI18.2K shares132.29%2026-06-302026-07-22

FICS FIRST TRUST141.2K shares4.54%2026-06-302026-07-22

BX BLACKSTONE INC49.0K shares-3.61%2026-06-302026-07-22

AMD ADVANCED MICRO9.8K shares5.21%2026-06-302026-07-22

EFV ISHARES MSCI74.4K shares98.28%2026-06-302026-07-22

INVESCO NATIONAL INVESCO NATIONAL240.6K shares8532.29%2026-06-302026-07-22

VNLA JANUS HENDERSON111.9K shares2.68%2026-06-302026-07-22

META PLATFORMS META PLATFORMS9.2K shares1.91%2026-06-302026-07-22

Sponsored

UCON FIRST TRUST204.2K shares-13.16%2026-06-302026-07-22

RTX CORP RTX CORP26.3K shares-13.28%2026-06-302026-07-22

MU MICRON TECHNOLOGY4.2K shares5.71%2026-06-302026-07-22

FTLS FIRST TRUST63.3K shares-1.00%2026-06-302026-07-22

IVW ISHARES S&P33.7K shares34.91%2026-06-302026-07-22

VOO VANGUARD S&P6.7K shares1.62%2026-06-302026-07-22

ACWI ISHARES MSCI28.4K shares-11.00%2026-06-302026-07-22

QQQM INVESCO NASDAQ14.7K shares12.27%2026-06-302026-07-22

Sponsored

JPMORGAN CHASE JPMORGAN CHASE13.5K shares-3.11%2026-06-302026-07-22

SPYV STATE STREET72.6K shares-14.01%2026-06-302026-07-22

GLD SPDR GOLD11.9K shares-5.54%2026-06-302026-07-22

IUSG ISHARES S&P23.3K shares0.01%2026-06-302026-07-22

HUSV FIRST TRUST111.4K shares-3.95%2026-06-302026-07-22

PPA INVESCO AEROSPACE23.7K shares-2.56%2026-06-302026-07-22

GOOG ALPHABET INC11.8K shares4.57%2026-06-302026-07-22

TLH ISHARES 10-20YR40.7K shares362.71%2026-06-302026-07-22

Sponsored

USFR WISDOMTREE FLOATING79.9K shares-0.91%2026-06-302026-07-22

CIBR FIRST TRUST44.5K shares29.57%2026-06-302026-07-22

JGRO JPMORGAN ACTIVE40.1K shares9.27%2026-06-302026-07-22

QGRW WISDOMTREE US59.7K shares9.50%2026-06-302026-07-22

SPYG STATE STREET32.9K shares-30.08%2026-06-302026-07-22

IWD ISHARES RUSSELL16.1K shares-6.73%2026-06-302026-07-22

GRID FIRST TRUST20.4K shares40.20%2026-06-302026-07-22

COSTCO WHOLESALE COSTCO WHOLESALE4.0K shares0.30%2026-06-302026-07-22

Sponsored

IWO ISHARES RUSSELL9.5K shares-0.95%2026-06-302026-07-22

IVE ISHARES S&P16.4K shares45.23%2026-06-302026-07-22

BLCR ISHARES LARGE73.4K shares5056.22%2026-06-302026-07-22

FPX FIRST TRUST17.9K shares-0.45%2026-06-302026-07-22

LSGR NATIXIS LOOMIS87.4K sharesnew addition2026-06-302026-07-22

PYLD PIMCO ENHANCED138.1K shares40.38%2026-06-302026-07-22

COWZ PACER US58.8K shares3.57%2026-06-302026-07-22

JIRE JPMORGAN44.2K shares131.03%2026-06-302026-07-22

Sponsored

IJR ISHARES CORE24.4K shares-6.90%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY6.9K shares-2.94%2026-06-302026-07-22

FTEC FIDELITY MSCI11.8K shares10.02%2026-06-302026-07-22

ISHARES SYSTEMATIC ISHARES SYSTEMATIC117.6K sharesnew addition2026-06-302026-07-22

BUFQ FIRST TRUST84.0K shares-1.20%2026-06-302026-07-22

SOXX ISHARES SEMICONDUCTOR5.1K shares2.50%2026-06-302026-07-22

SGOV ISHARES 0-332.3K shares-11.85%2026-06-302026-07-22

GARP ISHARES MSCI39.0K shares194.34%2026-06-302026-07-22

Sponsored

AVDE AVANTIS INTL35.8K shares0.67%2026-06-302026-07-22

SKYY FIRST TRUST23.4K shares1.05%2026-06-302026-07-22

CAT CATERPILLAR INC2.9K shares0.10%2026-06-302026-07-22

SHLD GLOBAL X52.4K shares792.78%2026-06-302026-07-22

SPMD STATE STREET45.9K shares-2.51%2026-06-302026-07-22

EFG ISHARES MSCI24.7K shares264.07%2026-06-302026-07-22

IJH ISHARES CORE39.8K shares-15.70%2026-06-302026-07-22

APPLIED MATERIALS APPLIED MATERIALS4.1K shares0.29%2026-06-302026-07-22

Sponsored

PANW PALO ALTO8.7K shares1.24%2026-06-302026-07-22

JEPI JPMORGAN51.7K shares3.23%2026-06-302026-07-22

ALLW STATE STREET98.3K shares513.65%2026-06-302026-07-22

FTSM FIRST TRUST47.2K shares-0.46%2026-06-302026-07-22

FV FIRST TRUST36.5K shares-2.03%2026-06-302026-07-22

GEV GE VERNOVA2.4K shares-2.52%2026-06-302026-07-22

LMBS FIRST TRUST53.5K shares-0.04%2026-06-302026-07-22

FBND FIDELITY TOTAL58.5K shares-0.49%2026-06-302026-07-22

Sponsored

SPSM STATE STREET44.5K shares-14.11%2026-06-302026-07-22

VISA INC VISA INC7.5K shares-1.54%2026-06-302026-07-22

IDV ISHARES INTL61.7K shares-35.68%2026-06-302026-07-22

PALANTIR TECHNOLOGIES PALANTIR TECHNOLOGIES21.8K shares-1.07%2026-06-302026-07-22

JPST JPMORGAN49.1K shares12.72%2026-06-302026-07-22

OUNZ VANECK MERK62.4K shares20.23%2026-06-302026-07-22

XLK STATE STREET12.4K shares-8.24%2026-06-302026-07-22

IAU ISHARES GOLD30.5K shares224.74%2026-06-302026-07-22

Sponsored

RWL INVESCO S&P17.9K shares7.77%2026-06-302026-07-22

FMB FIRST TRUST43.4K shares-3.41%2026-06-302026-07-22

DIA STATE STREET4.2K shares-2.71%2026-06-302026-07-22

JPMORGAN JPMORGAN35.7K shares-1.13%2026-06-302026-07-22

SPIB STATE STREET63.7K shares-1.20%2026-06-302026-07-22

HD HOME DEPOT6.0K shares-1.75%2026-06-302026-07-22

WCMI FIRST TRUST107.4K shares1.24%2026-06-302026-07-22

IUSB ISHARES CORE45.3K shares81.37%2026-06-302026-07-22

Sponsored

TMSL T ROWE47.3K shares4.80%2026-06-302026-07-22

WMT WALMART INC18.2K shares-10.08%2026-06-302026-07-22

VRT VERTIV HOLDINGS6.1K shares0.85%2026-06-302026-07-22

STRATEGY INC STRATEGY INC23.1K shares-8.31%2026-06-302026-07-22

IAGG ISHARES CORE39.6K shares237.80%2026-06-302026-07-22

IXUS ISHARES CORE20.7K shares9.60%2026-06-302026-07-22

MMIT NYLI MACKAY79.0K shares-1.12%2026-06-302026-07-22

AGGY WISDOMTREE YIELD43.8K shares5.32%2026-06-302026-07-22

Sponsored

USMV ISHARES MSCI19.5K shares-16.56%2026-06-302026-07-22

BA BOEING COMPANY8.6K shares11.17%2026-06-302026-07-22

PSET PRINCIPAL QUALITY24.5K shares-4.32%2026-06-302026-07-22

AIQ GLOBAL X28.0K shares53.16%2026-06-302026-07-22

INMU ISHARES INTERMEDIATE75.4K shares1156.54%2026-06-302026-07-22

JMUB JPMORGAN35.7K shares6.67%2026-06-302026-07-22

HBTA HORIZON EXPEDITION55.2K shares-7.88%2026-06-302026-07-22

MMIN NYLI MACKAY74.4K shares10.06%2026-06-302026-07-22

Sponsored

SMIZ ZACKS TR39.7K sharesnew addition2026-06-302026-07-22

GOVT ISHARES U S77.6K shares332.05%2026-06-302026-07-22

SLV ISHARES SILVER32.9K shares16.49%2026-06-302026-07-22

IWP ISHARES RUSSELL12.0K shares0.62%2026-06-302026-07-22

TDI TOUCHSTONE DYNAMIC38.9K shares-2.90%2026-06-302026-07-22

IWF ISHARES RUSSELL13.9K shares487.37%2026-06-302026-07-22

TSM TAIWAN SEMICONDUCTOR3.6K shares-0.64%2026-06-302026-07-22

XLF STATE STREET31.5K shares-5.91%2026-06-302026-07-22

Sponsored

FEX FIRST TRUST11.9K shares-2.87%2026-06-302026-07-22

NTSX WISDOMTREE U S27.9K shares-4.97%2026-06-302026-07-22

AEP AMERICAN ELECTRIC11.8K shares0.69%2026-06-302026-07-22

VANGUARD TOTAL VANGUARD TOTAL4.3K shares4.76%2026-06-302026-07-22

TDIV FIRST TRUST13.9K shares-0.59%2026-06-302026-07-22

FCAL FIRST TRUST32.0K shares75.11%2026-06-302026-07-22

DELL DELL TECHNOLOGIES3.6K shares-10.11%2026-06-302026-07-22

ARM ARM HOLDINGS4.4K shares-8.90%2026-06-302026-07-22

Sponsored

OEF ISHARES S&P4.2K shares-16.37%2026-06-302026-07-22

MLPX GLOBAL X21.0K sharesnew addition2026-06-302026-07-22

JAAA JANUS HENDERSON30.5K shares280.62%2026-06-302026-07-22

QEFA STATE STREET16.0K shares12.02%2026-06-302026-07-22

GABELLI EQUITY GABELLI EQUITY267.9K shares-6.75%2026-06-302026-07-22

SPMO INVESCO S&P9.4K shares-39.69%2026-06-302026-07-22

VO VANGUARD MID18.7K shares301.68%2026-06-302026-07-22

FXH FIRST TRUST12.1K shares-1.11%2026-06-302026-07-22

Sponsored

EXXON MOBIL EXXON MOBIL10.8K shares-0.63%2026-06-302026-07-22

MDY SPDR S&P2.1K shares-12.43%2026-06-302026-07-22

CVX CHEVRON CORP8.9K shares-0.63%2026-06-302026-07-22

LMT LOCKHEED MARTIN2.8K shares0.39%2026-06-302026-07-22

SDY STATE STREET9.4K shares10.40%2026-06-302026-07-22

CAM AB CA56.9K shares-74.11%2026-06-302026-07-22

SDVD FIRST TRUST61.0K sharesnew addition2026-06-302026-07-22

HFXI NYLI FTSE36.7K shares0.00%2026-06-302026-07-22

Sponsored

LLY ELI LILLY1.2K shares7.81%2026-06-302026-07-22

VUG VANGUARD GROWTH15.9K shares498.61%2026-06-302026-07-22

CROWDSTRIKE HOLDINGS CROWDSTRIKE HOLDINGS1.8K shares22.58%2026-06-302026-07-22

VEA VANGUARD FTSE19.1K shares-0.99%2026-06-302026-07-22

XMLV INVESCO S&P20.0K shares-0.39%2026-06-302026-07-22

LRCX LAM RESEARCH3.0K shares9.51%2026-06-302026-07-22

AXP AMERICAN EXPRESS3.8K shares1.56%2026-06-302026-07-22

XMHQ INVESCO S&P11.3K shares12.30%2026-06-302026-07-22

Sponsored

FIW FIRST TRUST11.6K shares3762.67%2026-06-302026-07-22

LVHI FRANKLIN INTL30.8K shares10.84%2026-06-302026-07-22

ROK ROCKWELL AUTOMATION2.5K shares0.00%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON4.8K shares2.67%2026-06-302026-07-22

XLY STATE STREET9.7K shares-0.36%2026-06-302026-07-22

SPACE EXPLORATION SPACE EXPLORATION6.6K sharesnew addition2026-06-302026-07-22

BAC BANK AMERICA19.6K shares-16.26%2026-06-302026-07-22

ETN EATON CORP2.6K shares4.37%2026-06-302026-07-22

Sponsored

CFA VICTORYSHARES US11.0K shares-0.12%2026-06-302026-07-22

FESM FIDELITY ENHANCED21.8K shares9.62%2026-06-302026-07-22

AFG AMERICAN FINANCIAL7.5K shares0.00%2026-06-302026-07-22

EFA ISHARES MSCI10.1K shares-0.62%2026-06-302026-07-22

CMF ISHARES CALIFORNIA17.9K shares920.28%2026-06-302026-07-22

GEM GOLDMAN SACHS19.8K shares-3.22%2026-06-302026-07-22

VTV VANGUARD VALUE4.6K shares-1.17%2026-06-302026-07-22

VB VANGUARD SMALL3.2K shares-1.52%2026-06-302026-07-22

Sponsored

MINT PIMCO EHNANCED9.7K shares28.00%2026-06-302026-07-22

XLP STATE STREET11.7K shares-0.03%2026-06-302026-07-22

XSHQ INVESCO S&P19.7K shares-7.76%2026-06-302026-07-22

FAD FIRST TRUST4.8K shares-5.94%2026-06-302026-07-22

VWO VANGUARD FSTE15.8K shares16.99%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS22.3K shares1.06%2026-06-302026-07-22

XLV STATE STREET5.9K shares-10.14%2026-06-302026-07-22

IWY ISHARES RUSSELL3.2K shares-37.89%2026-06-302026-07-22

Sponsored

MCK MCKESSON CORP1.2K shares-2.29%2026-06-302026-07-22

FLMI FRANKLIN DYNAMIC37.1K shares2.91%2026-06-302026-07-22

YNOT HORIZON DIGITAL28.2K shares5.20%2026-06-302026-07-22

SOUTHERN COMPANY SOUTHERN COMPANY9.4K shares0.13%2026-06-302026-07-22

FTHI FIRST TRUST37.4K shares7.71%2026-06-302026-07-22

TOUS T ROWE22.8K shares-12.64%2026-06-302026-07-22

MRK MERCK & COMPANY6.8K shares0.97%2026-06-302026-07-22

LIN LINDE PLC1.7K shares48.87%2026-06-302026-07-22

Sponsored

FMDE FIDELITY ENHANCED21.1K shares8.67%2026-06-302026-07-22

DSI ISHARES ESG6.0K shares-3.43%2026-06-302026-07-22

PG PROCTER & GAMBLE5.8K shares1.57%2026-06-302026-07-22

TAN INVESCO SOLAR14.4K shares-0.65%2026-06-302026-07-22

CEG CONSTELLATION ENERGY3.4K shares-50.24%2026-06-302026-07-22

HLT HILTON WORLDWIDE2.6K shares0.16%2026-06-302026-07-22

IWM ISHARES RUSSELL2.8K shares21.65%2026-06-302026-07-22

SCHD SCHWAB US26.5K shares19.40%2026-06-302026-07-22

Sponsored

FPE FIRST TRUST46.6K shares-72.90%2026-06-302026-07-22

TBLL INVESCO SHORT7.9K shares29.71%2026-06-302026-07-22

YLDE FRANKLIN CLEARBRIDGE14.7K shares1.03%2026-06-302026-07-22

NETFLIX INC NETFLIX INC11.4K shares-13.46%2026-06-302026-07-22

ANET ARISTA NETWORKS4.8K shares0.70%2026-06-302026-07-22

SMMU PIMCO SHORT16.0K shares2.52%2026-06-302026-07-22

AOR ISHARES CORE11.6K shares1.72%2026-06-302026-07-22

QCOM QUALCOMM INC4.3K shares2.04%2026-06-302026-07-22

Sponsored

GE GE AEROSPACE2.1K shares5.42%2026-06-302026-07-22

WDC WESTERN DIGITAL1.2K shares0.32%2026-06-302026-07-22

TER TERADYNE INC1.6K shares0.00%2026-06-302026-07-22

HDMV FIRST TRUST21.4K shares4.90%2026-06-302026-07-22

TXRH TEXAS ROADHOUSE4.1K shares0.00%2026-06-302026-07-22

GRANITE CONSTRUCTION GRANITE CONSTRUCTION5.0K shares2.42%2026-06-302026-07-22

APOLLO GLOBAL APOLLO GLOBAL6.7K shares4.47%2026-06-302026-07-22

UNITEDHEALTH GROUP UNITEDHEALTH GROUP1.9K shares9.95%2026-06-302026-07-22

Sponsored

ASTS AST SPACEMOBILE8.6K shares115.10%2026-06-302026-07-22

GAL STATE STREET14.3K shares-1.52%2026-06-302026-07-22

BRK.A BERKSHIRE HATHAWAY1 sharesnew addition2026-06-302026-07-22

TMO THERMO FISHER1.5K shares1.29%2026-06-302026-07-22

DUK DUKE ENERGY5.9K shares2.07%2026-06-302026-07-22

FTGS FIRST TRUST20.0K shares-70.17%2026-06-302026-07-22

GLW CORNING INC2.9K shares13.56%2026-06-302026-07-22

NUE NUCOR CORP3.3K shares4.34%2026-06-302026-07-22

Sponsored

CISCO SYSTEMS CISCO SYSTEMS6.2K shares66.68%2026-06-302026-07-22

ITOT ISHARES CORE4.3K shares5.65%2026-06-302026-07-22

NEXTERA ENERGY NEXTERA ENERGY8.0K shares12.84%2026-06-302026-07-22

VLUE ISHARES MSCI3.5K shares-0.20%2026-06-302026-07-22

CMI CUMMINS INC979 shares0.10%2026-06-302026-07-22

FSMD FIDELITY SMALL13.2K shares-32.73%2026-06-302026-07-22

ABBVIE INC ABBVIE INC2.7K shares1.37%2026-06-302026-07-22

MCD MCDONALDS CORP2.5K shares-1.46%2026-06-302026-07-22

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XLE STATE STREET12.7K shares-10.10%2026-06-302026-07-22

DGRO ISHARES CORE8.8K shares1.48%2026-06-302026-07-22

GPIQ GOLDMAN SACHS11.2K sharesnew addition2026-06-302026-07-22

IYW ISHARES TECHNOLOGY2.6K shares8.63%2026-06-302026-07-22

AMGN AMGEN INC1.8K shares0.33%2026-06-302026-07-22

XLC STATE STREET6.1K shares-15.86%2026-06-302026-07-22

SPDW STATE STREET12.7K shares-46.84%2026-06-302026-07-22

ISRG INTUITIVE SURGICAL1.6K shares1.08%2026-06-302026-07-22

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PTF INVESCO DORSEY4.6K shares-11.06%2026-06-302026-07-22

AXON AXON ENTERPRISE1.1K shares0.00%2026-06-302026-07-22

HELO JPMORGAN HEDGED9.1K shares-0.73%2026-06-302026-07-22

WMB WILLIAMS COS8.3K shares13.73%2026-06-302026-07-22

INTC INTEL CORP4.4K shares30.49%2026-06-302026-07-22

DOV DOVER CORP2.7K shares0.97%2026-06-302026-07-22

ISHARES CORE ISHARES CORE6.3K shares35.08%2026-06-302026-07-22

NOC NORTHROP GRUMMAN1.2K shares1.97%2026-06-302026-07-22

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BWXT BWX TECHNOLOGIES3.1K shares4.91%2026-06-302026-07-22

LRGE CLEARBRIDGE LARGE7.0K shares-6.78%2026-06-302026-07-22

MS MORGAN STANLEY2.9K shares1.10%2026-06-302026-07-22

KNF KNIFE RIVER7.1K shares40.13%2026-06-302026-07-22

SPHD INVESCO S&P11.7K shares-0.85%2026-06-302026-07-22

ESGU ISHARES ESG3.6K shares-3.11%2026-06-302026-07-22

DMXF ISHARES ESG6.8K shares13.03%2026-06-302026-07-22

HTRB HARTFORD TOTAL16.8K shares0.11%2026-06-302026-07-22

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NULG NUVEEN ESG4.8K shares-6.00%2026-06-302026-07-22

UNP UNION PACIFIC CORP2.1K shares1.03%2026-06-302026-07-22

PEG PUBLIC SERVICE6.9K shares0.00%2026-06-302026-07-22

DIS WALT DISNEY5.7K shares-10.26%2026-06-302026-07-22

AON AON PLC1.6K shares16.20%2026-06-302026-07-22

SFLR INNOVATOR EQUITY13.9K shares1.22%2026-06-302026-07-22

IWR ISHARES RUSSELL4.8K shares2.18%2026-06-302026-07-22

PEP PEPSICO INC3.8K shares38.05%2026-06-302026-07-22

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SPYX SPDR SERIES TRUST8.5K shares-2.06%2026-06-302026-07-22

BDX BECTON DICKINSON3.4K shares41.78%2026-06-302026-07-22

ULST STATE STREET12.6K shares17.15%2026-06-302026-07-22

VANGUARD RUSSELL VANGUARD RUSSELL4.2K shares-25.47%2026-06-302026-07-22

XLI STATE STREET2.7K shares-13.34%2026-06-302026-07-22

SHY ISHARES 1-3YR6.1K shares37.78%2026-06-302026-07-22

LOW LOWES COMPANIES2.3K shares0.67%2026-06-302026-07-22

PSI INVESCO SEMICONDUCTORS2.6K shares-14.81%2026-06-302026-07-22

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TIC SOLUTIONS TIC SOLUTIONS59.9K shares0.00%2026-06-302026-07-22

FCPI FIDELITY STOCKS8.9K shares-41.37%2026-06-302026-07-22

IDEF ISHARES DEFENSE15.2K shares916.15%2026-06-302026-07-22

IBM INTL BUSINESS1.7K shares17.61%2026-06-302026-07-22

KO COCA COLA COMPANY5.9K shares8.14%2026-06-302026-07-22

TBIL F/M U S9.6K shares-0.84%2026-06-302026-07-22

MBB ISHARES MBS5.1K shares82.06%2026-06-302026-07-22

AHR AMERICAN HEALTHCARE9.2K shares0.15%2026-06-302026-07-22

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RSP INVESCO S&P2.2K shares0.13%2026-06-302026-07-22

FLY FIREFLY AEROSPACE16.1K shares325.01%2026-06-302026-07-22

FDN FIRST TRUST1.8K shares0.00%2026-06-302026-07-22

KMB KIMBERLY CLARK4.3K shares12.57%2026-06-302026-07-22

ORACLE CORP ORACLE CORP3.2K shares4.59%2026-06-302026-07-22

CRBN ISHARES LOW1.8K shares-1.67%2026-06-302026-07-22

IGSB ISHARES 1-58.8K shares0.02%2026-06-302026-07-22

PM PHILIP MORRIS2.5K shares0.52%2026-06-302026-07-22

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MISL FIRST TRUST9.9K shares-4.17%2026-06-302026-07-22

GRNB VANECK GREEN18.6K shares5.48%2026-06-302026-07-22

SCHF SCHWAB INTL16.1K shares-0.06%2026-06-302026-07-22

TJX TJX COS2.9K shares5.36%2026-06-302026-07-22

AIRR FIRST TRUST3.3K shares0.06%2026-06-302026-07-22

PID INVESCO INTL19.8K shares-9.34%2026-06-302026-07-22

DE DEERE & CO680 shares0.44%2026-06-302026-07-22

FDVV FIDELITY HIGH7.1K shares-45.81%2026-06-302026-07-22

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DON WISDOMTREE U S7.5K shares-10.46%2026-06-302026-07-22

SCHA SCHWAB US11.7K shares20.41%2026-06-302026-07-22

BINC ISHARES FLEXIBLE8.1K shares41.04%2026-06-302026-07-22

SUSC ISHARES ESG18.3K shares-7.32%2026-06-302026-07-22

FTSD FRANKLIN SHORT4.7K shares-0.62%2026-06-302026-07-22

HTGC HERCULES CAPITAL26.7K shares-51.64%2026-06-302026-07-22

QUANTA SERVICES QUANTA SERVICES583 shares0.52%2026-06-302026-07-22

SPTI STATE STREET14.4K shares-54.34%2026-06-302026-07-22

Sponsored

SYSB ISHARES SYSTEMATIC4.6K shares196.72%2026-06-302026-07-22

IQSI NYLI CANDRIAM10.7K shares-4.42%2026-06-302026-07-22

VXUS VANGUARD TOTAL4.8K shares10.42%2026-06-302026-07-22

VTC VANGUARD TOTAL5.3K shares1.25%2026-06-302026-07-22

LUMENTUM HOLDINGS LUMENTUM HOLDINGS455 shares22.31%2026-06-302026-07-22

VYM VANGUARD HIGH2.5K shares-22.99%2026-06-302026-07-22

COF CAPITAL ONE1.9K shares8.63%2026-06-302026-07-22

MASTERCARD INC MASTERCARD INC754 shares10.07%2026-06-302026-07-22

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VEU VANGUARD FTSE4.6K shares0.76%2026-06-302026-07-22

LUNR INTUITIVE MACHINES18.0K shares1698.60%2026-06-302026-07-22

KNG FIRST TRUST7.5K shares-9.29%2026-06-302026-07-22

SCHE SCHWAB EMERGING10.4K shares0.00%2026-06-302026-07-22

WFC WELLS FARGO4.6K shares2.49%2026-06-302026-07-22

VGT VANGUARD INFORMATION3.1K shares6164.00%2026-06-302026-07-22

ASML ASML HOLDING187 shares-7.43%2026-06-302026-07-22

VMC VULCAN MATERIALS1.3K shares-3.68%2026-06-302026-07-22

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MRVL MARVELL TECHNOLOGY1.2K shares12.76%2026-06-302026-07-22

TXN TEXAS INSTRUMENTS1.2K shares9.92%2026-06-302026-07-22

SCHG SCHWAB US10.2K shares-6.21%2026-06-302026-07-22

SBUX STARBUCKS CORP3.4K shares1.62%2026-06-302026-07-22

MO ALTRIA GROUP4.8K shares-4.34%2026-06-302026-07-22

ITA ISHARES AEROSPACE1.4K shares18.68%2026-06-302026-07-22

RODM HARTFORD MULTIFACTOR8.5K shares1.26%2026-06-302026-07-22

VLO VALERO ENERGY1.3K shares29.32%2026-06-302026-07-22

Sponsored

STIP ISHARES 0-53.2K shares873.57%2026-06-302026-07-22

MUB ISHARES NATIONAL3.1K shares245.53%2026-06-302026-07-22

DBEF XTRACKERS MSCI6.0K shares0.00%2026-06-302026-07-22

SRE SEMPRA3.5K shares8.98%2026-06-302026-07-22

IBIT ISHARES BITCOIN9.8K shares26.59%2026-06-302026-07-22

ABSI ABSCI CORP28.0K sharesnew addition2026-06-302026-07-22

ILDR FIRST TRUST8.1K shares-68.94%2026-06-302026-07-22

JBND JPMORGAN ACTIVE5.9K shares1.11%2026-06-302026-07-22

Sponsored

GS GOLDMAN SACHS311 shares1.97%2026-06-302026-07-22

SMH VANECK SEMICONDUCTOR479 shares7.40%2026-06-302026-07-22

NUMG NUSHARES ETF TR6.7K shares6.54%2026-06-302026-07-22

APH AMPHENOL CORP1.8K shares2.42%2026-06-302026-07-22

CGCV CAPITAL GROUP9.5K shares-85.27%2026-06-302026-07-22

CRDO CREDO TECHNOLOGY1.1K shares49.80%2026-06-302026-07-22

VOE VANGUARD MID1.5K shares0.13%2026-06-302026-07-22

SPMB STATE STREET13.6K shares-54.06%2026-06-302026-07-22

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C CITIGROUP INC2.2K shares3.44%2026-06-302026-07-22

VBK VANGUARD SMALL826 shares-0.12%2026-06-302026-07-22

ENB ENBRIDGE INC5.5K shares-0.61%2026-06-302026-07-22

JIVE JPMORGAN INTL3.2K sharesnew addition2026-06-302026-07-22

MAR MARRIOTT INTL798 shares0.00%2026-06-302026-07-22

COP CONOCOPHILLIPS2.8K shares3.18%2026-06-302026-07-22

ICVT ISHARES CONV2.4K shares30.18%2026-06-302026-07-22

NKE NIKE INC7.1K shares-37.32%2026-06-302026-07-22

Sponsored

ABT ABBOTT LABORATORIES3.2K shares46.14%2026-06-302026-07-22

VBR VANGUARD SMALL1.2K shares3.82%2026-06-302026-07-22

FREEPORT MCMORAN FREEPORT MCMORAN4.5K shares9.53%2026-06-302026-07-22

CCL CARNIVAL CORP9.9K sharesnew addition2026-06-302026-07-22

XSD STATE STREET450 shares0.00%2026-06-302026-07-22

URA GLOBAL X6.4K shares27.05%2026-06-302026-07-22

SCHX SCHWAB US9.5K shares0.07%2026-06-302026-07-22

JSML JANUS DETROIT3.0K shares0.00%2026-06-302026-07-22

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PFE PFIZER INC11.3K shares10.57%2026-06-302026-07-22

VDC VANGUARD CONSUMER1.2K shares1059.62%2026-06-302026-07-22

TTM TECHNOLOGIES TTM TECHNOLOGIES1.4K shares28.76%2026-06-302026-07-22

PAAA PGIM AAA5.2K shares-36.30%2026-06-302026-07-22

BUFD FIRST TRUST8.9K shares0.00%2026-06-302026-07-22

O REALTY INCOME4.3K shares-45.02%2026-06-302026-07-22

WASTE MANAGEMENT WASTE MANAGEMENT1.2K shares6.05%2026-06-302026-07-22

SPEM STATE STREET5.0K shares-46.15%2026-06-302026-07-22

Sponsored

HYG ISHARES IBOXX3.2K shares-16.75%2026-06-302026-07-22

NDSN NORDSON CORP857 shares0.00%2026-06-302026-07-22

EIX EDISON INTL3.5K shares-1.00%2026-06-302026-07-22

LCTU BLACKROCK ISHARES3.2K shares-13.51%2026-06-302026-07-22

EES WISDOMTREE U S3.8K shares597.59%2026-06-302026-07-22

UPS UNITED PARCEL2.4K shares-23.75%2026-06-302026-07-22

TLT ISHARES 202.9K shares-10.68%2026-06-302026-07-22

IDEV ISHARES CORE2.8K shares0.07%2026-06-302026-07-22

Sponsored

SPLV INVESCO S&P3.3K shares-50.97%2026-06-302026-07-22

DRI DARDEN RESTAURANTS1.2K shares0.08%2026-06-302026-07-22

BIV VANGUARD INTERMEDIATE3.2K shares-42.29%2026-06-302026-07-22

DVY ISHARES SELECT1.6K shares-15.89%2026-06-302026-07-22

HONEYWELL AEROSPACE HONEYWELL AEROSPACE1.1K sharesnew addition2026-06-302026-07-22

MXL MAXLINEAR INC1.9K sharesnew addition2026-06-302026-07-22

JOHNSON CONTROLS JOHNSON CONTROLS1.6K shares0.86%2026-06-302026-07-22

ARK INNOVATION ARK INNOVATION3.0K shares-0.13%2026-06-302026-07-22

Sponsored

ULTA BEAUTY ULTA BEAUTY531 shares-1.12%2026-06-302026-07-22

XMVM INVESCO S&P3.4K shares-19.25%2026-06-302026-07-22

EAGG ISHARES ESG5.0K shares1.89%2026-06-302026-07-22

ABCL ABCELLERA BIOLOGICS30.0K sharesnew addition2026-06-302026-07-22

MKL MARKEL GROUP120 shares0.00%2026-06-302026-07-22

VV VANGUARD LARGE674 shares-3.85%2026-06-302026-07-22

FWD AB DISRUPTORS1.6K shares153.81%2026-06-302026-07-22

HONEYWELL INTL HONEYWELL INTL1.0K sharesnew addition2026-06-302026-07-22

Sponsored

BLK BLACKROCK FDG237 shares0.42%2026-06-302026-07-22

3M COMPANY 3M COMPANY1.4K shares0.36%2026-06-302026-07-22

HEFA ISHARES CURRENCY4.8K shares-14.20%2026-06-302026-07-22

VIK VIKING HOLDINGS2.1K shares0.00%2026-06-302026-07-22

ITW ILLINOIS TOOL802 shares3.22%2026-06-302026-07-22

PULS PGIM ULTRA4.3K shares-33.86%2026-06-302026-07-22

COLB COLUMBIA BANKING SYS INC6.7K shares-4.63%2026-06-302026-07-22

BN BROOKFIELD CORP5.0K shares0.14%2026-06-302026-07-22

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC1.1K shares19.12%2026-06-302026-07-22

DFAC DIMENSIONAL US4.7K shares0.00%2026-06-302026-07-22

TEL TE CONNECTIVITY1.0K shares6.38%2026-06-302026-07-22

EW EDWARDS LIFESCIENCES2.3K shares3.71%2026-06-302026-07-22

EZPW EZCORP INC6.0K shares66.34%2026-06-302026-07-22

FDT FIRST TRUST2.2K shares0.00%2026-06-302026-07-22

SMR NUSCALE POWER20.4K shares96.16%2026-06-302026-07-22

LPLA LPL FINANCIAL724 shares39.50%2026-06-302026-07-22

Sponsored

CLS CELESTICA INC559 shares49.47%2026-06-302026-07-22

SPIP STATE STREET7.9K shares-0.13%2026-06-302026-07-22

TCBK TRICO BANCSHARES3.8K shares0.48%2026-06-302026-07-22

AEROVIRONMENT INC AEROVIRONMENT INC1.2K shares9.11%2026-06-302026-07-22

UBER UBER TECHNOLOGIES2.7K shares58.23%2026-06-302026-07-22

STRL 9STERLING INFRASTRUCTURE235 shares25.00%2026-06-302026-07-22

BUCK SIMPLIFY TREASURY8.4K shares63.81%2026-06-302026-07-22

CSX CSX CORP4.1K shares11.81%2026-06-302026-07-22

Sponsored

VGIT VANGUARD INTERMEDIATE3.3K shares1675.96%2026-06-302026-07-22

GNRC GENERAC HOLDINGS640 shares0.00%2026-06-302026-07-22

GM GENERAL MOTORS2.4K shares50.53%2026-06-302026-07-22

CVS CVS HEALTH1.8K shares15.48%2026-06-302026-07-22

JSMD JANUS DETROIT1.8K shares-17.90%2026-06-302026-07-22

YYY AMPLIFY CEF16.0K shares0.36%2026-06-302026-07-22

LHX L3HARRIS TECHNOLOGIES633 shares2.26%2026-06-302026-07-22

BSV VANGUARD SHORT2.4K shares438.36%2026-06-302026-07-22

Sponsored

URI UNITED RENTALS161 shares0.00%2026-06-302026-07-22

IOO ISHARES GLOBAL1.3K shares-43.54%2026-06-302026-07-22

VANECK GOLD VANECK GOLD2.4K shares4.78%2026-06-302026-07-22

IXN ISHARES GLOBAL1.2K shares0.08%2026-06-302026-07-22

CSTM CONSTELLIUM SE5.6K shares11032.00%2026-06-302026-07-22

PNC PNC FINANCIAL718 shares11.32%2026-06-302026-07-22

BMY BRISTOL MYERS3.0K shares0.13%2026-06-302026-07-22

QWLD STATE STREET1.2K shares-39.45%2026-06-302026-07-22

Sponsored

FEZ STATE STREET2.5K shares-40.85%2026-06-302026-07-22

RDDT REDDIT INC1.0K shares0.00%2026-06-302026-07-22

TRAVELERS COS TRAVELERS COS518 shares14.60%2026-06-302026-07-22

SUSA ISHARES ESG1.1K shares0.18%2026-06-302026-07-22

EPD ENTERPRISE PRODUCTS4.6K shares21.38%2026-06-302026-07-22

CHUBB LTD CHUBB LTD497 shares0.20%2026-06-302026-07-22

OIH VANECK OIL450 shares0.00%2026-06-302026-07-22

AOA ISHARES CORE1.7K shares10.61%2026-06-302026-07-22

Sponsored

FIRST NORTHERN FIRST NORTHERN9.1K sharesnew addition2026-06-302026-07-22

CRWV COREWEAVE INC1.6K shares-9.20%2026-06-302026-07-22

XEL XCEL ENERGY2.0K shares18.19%2026-06-302026-07-22

BKNG BOOKING HOLDINGS910 shares2500.00%2026-06-302026-07-22

GILD GILEAD SCIENCES1.3K shares5.10%2026-06-302026-07-22

KKR KKR & CO1.7K shares-1.41%2026-06-302026-07-22

MET METLIFE INC1.9K shares15.30%2026-06-302026-07-22

AER AERCAP HOLDINGS1.1K shares0.27%2026-06-302026-07-22

Sponsored

JETS U S GLOBAL4.8K shares0.00%2026-06-302026-07-22

UBS UBS GROUP3.2K shares2.16%2026-06-302026-07-22

FN FABRINET283 shares64.53%2026-06-302026-07-22

CRM SALESFORCE INC1.0K shares5.80%2026-06-302026-07-22

QTEC FIRST TRUST468 shares0.00%2026-06-302026-07-22

SCZ ISHARES MSCI1.9K shares0.69%2026-06-302026-07-22

ED CONSOLIDATED EDISON1.4K shares0.00%2026-06-302026-07-22

NLY ANNALY CAPITAL6.9K shares0.00%2026-06-302026-07-22

Sponsored

BP BP PLC4.2K shares159.28%2026-06-302026-07-22

PARR PAR PACIFIC2.8K shares157.97%2026-06-302026-07-22

PSA PUBLIC STORAGE482 shares22.34%2026-06-302026-07-22

IWV ISHARES RUSSELL358 shares-1.10%2026-06-302026-07-22

FDL FIRST TRUST3.1K shares0.94%2026-06-302026-07-22

ROBT FIRST TRUST2.7K shares0.00%2026-06-302026-07-22

MDLZ MONDELEZ INTERNATIONAL2.6K shares0.00%2026-06-302026-07-22

USIG ISHARES BROAD2.9K shares110.04%2026-06-302026-07-22

Sponsored

USAR USA RARE7.0K sharesnew addition2026-06-302026-07-22

CDL VICTORYSHARES US1.9K shares-37.41%2026-06-302026-07-22

NEXA NEXA RESOURCES12.3K sharesnew addition2026-06-302026-07-22

SCHP SCHWAB US5.6K shares607.77%2026-06-302026-07-22

NBIS NEBIUS GROUP535 shares3.48%2026-06-302026-07-22

T AT&T INC7.1K shares-0.39%2026-06-302026-07-22

MUFG MITSUBISHI UFJ7.3K shares0.00%2026-06-302026-07-22

NEM NEWMONT CORP1.5K shares3.82%2026-06-302026-07-22

Sponsored

IDMO INVESCO S&P2.4K shares-20.68%2026-06-302026-07-22

MPC MARATHON PETROLEUM562 shares0.00%2026-06-302026-07-22

DFAX DIMENSIONAL WORLD3.9K shares0.00%2026-06-302026-07-22

EA ELECTRONIC ARTS695 shares0.00%2026-06-302026-07-22

SNEX STONEX GROUP1.2K shares2118.52%2026-06-302026-07-22

TMUS T-MOBILE US845 shares-6.32%2026-06-302026-07-22

MRNA MODERNA INC2.0K shares8000.00%2026-06-302026-07-22

ROYAL CARIBBEAN ROYAL CARIBBEAN446 shares-1.33%2026-06-302026-07-22

Sponsored

BBEU JPMORGAN BUILDERS1.8K sharesnew addition2026-06-302026-07-22

UTF COHEN & STEERS5.1K shares1.42%2026-06-302026-07-22

KMI KINDER MORGAN4.4K shares16.31%2026-06-302026-07-22

ADI ANALOG DEVICES346 shares13.82%2026-06-302026-07-22

NTRA NATERA INC500 shares0.00%2026-06-302026-07-22

VLU STATE STREET566 sharesnew addition2026-06-302026-07-22

NOBL PROSHARES S&P2.4K shares-0.95%2026-06-302026-07-22

IGV ISHARES EXPANDED1.5K shares-8.84%2026-06-302026-07-22

Sponsored

IBB ISHARES BIOTECHNOLOGY706 shares-5.36%2026-06-302026-07-22

PTLC PACER TRENDPILOT2.3K shares0.00%2026-06-302026-07-22

XLB STATE STREET2.6K shares0.85%2026-06-302026-07-22

STATE STREET STATE STREET2.9K shares0.07%2026-06-302026-07-22

ISHARES CORE

5.52%

Shares106.9K

Event2026-06-30

Filed2026-07-22

STATE STREET

-0.40%

Shares71.4K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-1.76%

Shares120.2K

Event2026-06-30

Filed2026-07-22

DYNF

ISHARES U S

119.75%

Shares400.7K

Event2026-06-30

Filed2026-07-22

ISHARES CORE

1.73%

Shares259.0K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORP

0.26%

Shares117.9K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ

-0.25%

Shares31.3K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-2.13%

Shares64.4K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM

4.55%

Shares91.7K

Event2026-06-30

Filed2026-07-22

FVD

FIRST TRUST

-25.26%

Shares361.1K

Event2026-06-30

Filed2026-07-22

USMC

PRINCIPAL US

1.86%

Shares213.6K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES CORE

326.30%

Shares173.5K

Event2026-06-30

Filed2026-07-22

WINN

HARBOR LONG

-22.21%

Shares431.4K

Event2026-06-30

Filed2026-07-22

QGRO

AMERICAN CENTURY

-25.81%

Shares101.1K

Event2026-06-30

Filed2026-07-22

SDVY

FIRST TRUST

-8.81%

Shares270.9K

Event2026-06-30

Filed2026-07-22

BAI

ISHARES A I

344.01%

Shares218.0K

Event2026-06-30

Filed2026-07-22

SPAB

STATE STREET

-5.54%

Shares436.3K

Event2026-06-30

Filed2026-07-22

FTCS

FIRST TRUST

2.21%

Shares115.8K

Event2026-06-30

Filed2026-07-22

RDVY

FIRST TRUST

-38.02%

Shares116.2K

Event2026-06-30

Filed2026-07-22

BUFR

FIRST TRUST

-1.49%

Shares252.7K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

1.47%

Shares21.4K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-1.00%

Shares21.8K

Event2026-06-30

Filed2026-07-22

BBUS

JPMORGAN BETABUILDERS

-31.51%

Shares58.4K

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES MSCI

-10.63%

Shares34.2K

Event2026-06-30

Filed2026-07-22

DGRW

WISDOMTREE US

1.75%

Shares77.1K

Event2026-06-30

Filed2026-07-22

JQUA

JPMORGAN US

6.69%

Shares101.3K

Event2026-06-30

Filed2026-07-22

SNDK

SANDISK CORP

2.70%

Shares3.2K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

1.83%

Shares18.8K

Event2026-06-30

Filed2026-07-22

STATE STREET

8.68%

Shares80.4K

Event2026-06-30

Filed2026-07-22

THRO

ISHARES U S

260.54%

Shares162.0K

Event2026-06-30

Filed2026-07-22

SIVR

ABRDN PHYSICAL

-0.27%

Shares121.1K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD DIVIDEND

-2.37%

Shares26.8K

Event2026-06-30

Filed2026-07-22

MTUM

ISHARES MSCI

132.29%

Shares18.2K

Event2026-06-30

Filed2026-07-22

FICS

FIRST TRUST

4.54%

Shares141.2K

Event2026-06-30

Filed2026-07-22

BLACKSTONE INC

-3.61%

Shares49.0K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO

5.21%

Shares9.8K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES MSCI

98.28%

Shares74.4K

Event2026-06-30

Filed2026-07-22

INVESCO NATIONAL

8532.29%

Shares240.6K

Event2026-06-30

Filed2026-07-22

VNLA

JANUS HENDERSON

2.68%

Shares111.9K

Event2026-06-30

Filed2026-07-22

META PLATFORMS

1.91%

Shares9.2K

Event2026-06-30

Filed2026-07-22

UCON

FIRST TRUST

-13.16%

Shares204.2K

Event2026-06-30

Filed2026-07-22

RTX CORP

-13.28%

Shares26.3K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY

5.71%

Shares4.2K

Event2026-06-30

Filed2026-07-22

FTLS

FIRST TRUST

-1.00%

Shares63.3K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES S&P

34.91%

Shares33.7K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD S&P

1.62%

Shares6.7K

Event2026-06-30

Filed2026-07-22

ACWI

ISHARES MSCI

-11.00%

Shares28.4K

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO NASDAQ

12.27%

Shares14.7K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE

-3.11%

Shares13.5K

Event2026-06-30

Filed2026-07-22

SPYV

STATE STREET

-14.01%

Shares72.6K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD

-5.54%

Shares11.9K

Event2026-06-30

Filed2026-07-22

IUSG

ISHARES S&P

0.01%

Shares23.3K

Event2026-06-30

Filed2026-07-22

HUSV

FIRST TRUST

-3.95%

Shares111.4K

Event2026-06-30

Filed2026-07-22

PPA

INVESCO AEROSPACE

-2.56%

Shares23.7K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

4.57%

Shares11.8K

Event2026-06-30

Filed2026-07-22

TLH

ISHARES 10-20YR

362.71%

Shares40.7K

Event2026-06-30

Filed2026-07-22

USFR

WISDOMTREE FLOATING

-0.91%

Shares79.9K

Event2026-06-30

Filed2026-07-22

CIBR

FIRST TRUST

29.57%

Shares44.5K

Event2026-06-30

Filed2026-07-22

JGRO

JPMORGAN ACTIVE

9.27%

Shares40.1K

Event2026-06-30

Filed2026-07-22

QGRW

WISDOMTREE US

9.50%

Shares59.7K

Event2026-06-30

Filed2026-07-22

SPYG

STATE STREET

-30.08%

Shares32.9K

Event2026-06-30

Filed2026-07-22

IWD

ISHARES RUSSELL

-6.73%

Shares16.1K

Event2026-06-30

Filed2026-07-22

GRID

FIRST TRUST

40.20%

Shares20.4K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE

0.30%

Shares4.0K

Event2026-06-30

Filed2026-07-22

IWO

ISHARES RUSSELL

-0.95%

Shares9.5K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES S&P

45.23%

Shares16.4K

Event2026-06-30

Filed2026-07-22

BLCR

ISHARES LARGE

5056.22%

Shares73.4K

Event2026-06-30

Filed2026-07-22

FPX

FIRST TRUST

-0.45%

Shares17.9K

Event2026-06-30

Filed2026-07-22

LSGR

NATIXIS LOOMIS

New

Shares87.4K

Event2026-06-30

Filed2026-07-22

PYLD

PIMCO ENHANCED

40.38%

Shares138.1K

Event2026-06-30

Filed2026-07-22

COWZ

PACER US

3.57%

Shares58.8K

Event2026-06-30

Filed2026-07-22

JIRE

JPMORGAN

131.03%

Shares44.2K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES CORE

-6.90%

Shares24.4K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY

-2.94%

Shares6.9K

Event2026-06-30

Filed2026-07-22

FTEC

FIDELITY MSCI

10.02%

Shares11.8K

Event2026-06-30

Filed2026-07-22

ISHARES SYSTEMATIC

New

Shares117.6K

Event2026-06-30

Filed2026-07-22

BUFQ

FIRST TRUST

-1.20%

Shares84.0K

Event2026-06-30

Filed2026-07-22

SOXX

ISHARES SEMICONDUCTOR

2.50%

Shares5.1K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES 0-3

-11.85%

Shares32.3K

Event2026-06-30

Filed2026-07-22

GARP

ISHARES MSCI

194.34%

Shares39.0K

Event2026-06-30

Filed2026-07-22

AVDE

AVANTIS INTL

0.67%

Shares35.8K

Event2026-06-30

Filed2026-07-22

SKYY

FIRST TRUST

1.05%

Shares23.4K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

0.10%

Shares2.9K

Event2026-06-30

Filed2026-07-22

SHLD

GLOBAL X

792.78%

Shares52.4K

Event2026-06-30

Filed2026-07-22

SPMD

STATE STREET

-2.51%

Shares45.9K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES MSCI

264.07%

Shares24.7K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES CORE

-15.70%

Shares39.8K

Event2026-06-30

Filed2026-07-22

APPLIED MATERIALS

0.29%

Shares4.1K

Event2026-06-30

Filed2026-07-22

PANW

PALO ALTO

1.24%

Shares8.7K

Event2026-06-30

Filed2026-07-22

JEPI

JPMORGAN

3.23%

Shares51.7K

Event2026-06-30

Filed2026-07-22

ALLW

STATE STREET

513.65%

Shares98.3K

Event2026-06-30

Filed2026-07-22

FTSM

FIRST TRUST

-0.46%

Shares47.2K

Event2026-06-30

Filed2026-07-22

FIRST TRUST

-2.03%

Shares36.5K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA

-2.52%

Shares2.4K

Event2026-06-30

Filed2026-07-22

LMBS

FIRST TRUST

-0.04%

Shares53.5K

Event2026-06-30

Filed2026-07-22

FBND

FIDELITY TOTAL

-0.49%

Shares58.5K

Event2026-06-30

Filed2026-07-22

SPSM

STATE STREET

-14.11%

Shares44.5K

Event2026-06-30

Filed2026-07-22

VISA INC

-1.54%

Shares7.5K

Event2026-06-30

Filed2026-07-22

IDV

ISHARES INTL

-35.68%

Shares61.7K

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES

-1.07%

Shares21.8K

Event2026-06-30

Filed2026-07-22

JPST

JPMORGAN

12.72%

Shares49.1K

Event2026-06-30

Filed2026-07-22

OUNZ

VANECK MERK

20.23%

Shares62.4K

Event2026-06-30

Filed2026-07-22

XLK

STATE STREET

-8.24%

Shares12.4K

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD

224.74%

Shares30.5K

Event2026-06-30

Filed2026-07-22

RWL

INVESCO S&P

7.77%

Shares17.9K

Event2026-06-30

Filed2026-07-22

FMB

FIRST TRUST

-3.41%

Shares43.4K

Event2026-06-30

Filed2026-07-22

DIA

STATE STREET

-2.71%

Shares4.2K

Event2026-06-30

Filed2026-07-22

JPMORGAN

-1.13%

Shares35.7K

Event2026-06-30

Filed2026-07-22

SPIB

STATE STREET

-1.20%

Shares63.7K

Event2026-06-30

Filed2026-07-22

HOME DEPOT

-1.75%

Shares6.0K

Event2026-06-30

Filed2026-07-22

WCMI

FIRST TRUST

1.24%

Shares107.4K

Event2026-06-30

Filed2026-07-22

IUSB

ISHARES CORE

81.37%

Shares45.3K

Event2026-06-30

Filed2026-07-22

TMSL

T ROWE

4.80%

Shares47.3K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

-10.08%

Shares18.2K

Event2026-06-30

Filed2026-07-22

VRT

VERTIV HOLDINGS

0.85%

Shares6.1K

Event2026-06-30

Filed2026-07-22

STRATEGY INC

-8.31%

Shares23.1K

Event2026-06-30

Filed2026-07-22

IAGG

ISHARES CORE

237.80%

Shares39.6K

Event2026-06-30

Filed2026-07-22

IXUS

ISHARES CORE

9.60%

Shares20.7K

Event2026-06-30

Filed2026-07-22

MMIT

NYLI MACKAY

-1.12%

Shares79.0K

Event2026-06-30

Filed2026-07-22

AGGY

WISDOMTREE YIELD

5.32%

Shares43.8K

Event2026-06-30

Filed2026-07-22

USMV

ISHARES MSCI

-16.56%

Shares19.5K

Event2026-06-30

Filed2026-07-22

BOEING COMPANY

11.17%

Shares8.6K

Event2026-06-30

Filed2026-07-22

PSET

PRINCIPAL QUALITY

-4.32%

Shares24.5K

Event2026-06-30

Filed2026-07-22

AIQ

GLOBAL X

53.16%

Shares28.0K

Event2026-06-30

Filed2026-07-22

INMU

ISHARES INTERMEDIATE

1156.54%

Shares75.4K

Event2026-06-30

Filed2026-07-22

JMUB

JPMORGAN

6.67%

Shares35.7K

Event2026-06-30

Filed2026-07-22

HBTA

HORIZON EXPEDITION

-7.88%

Shares55.2K

Event2026-06-30

Filed2026-07-22

MMIN

NYLI MACKAY

10.06%

Shares74.4K

Event2026-06-30

Filed2026-07-22

SMIZ

ZACKS TR

New

Shares39.7K

Event2026-06-30

Filed2026-07-22

GOVT

ISHARES U S

332.05%

Shares77.6K

Event2026-06-30

Filed2026-07-22

SLV

ISHARES SILVER

16.49%

Shares32.9K

Event2026-06-30

Filed2026-07-22

IWP

ISHARES RUSSELL

0.62%

Shares12.0K

Event2026-06-30

Filed2026-07-22

TDI

TOUCHSTONE DYNAMIC

-2.90%

Shares38.9K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES RUSSELL

487.37%

Shares13.9K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR

-0.64%

Shares3.6K

Event2026-06-30

Filed2026-07-22

XLF

STATE STREET

-5.91%

Shares31.5K

Event2026-06-30

Filed2026-07-22

FEX

FIRST TRUST

-2.87%

Shares11.9K

Event2026-06-30

Filed2026-07-22

NTSX

WISDOMTREE U S

-4.97%

Shares27.9K

Event2026-06-30

Filed2026-07-22

AEP

AMERICAN ELECTRIC

0.69%

Shares11.8K

Event2026-06-30

Filed2026-07-22

VANGUARD TOTAL

4.76%

Shares4.3K

Event2026-06-30

Filed2026-07-22

TDIV

FIRST TRUST

-0.59%

Shares13.9K

Event2026-06-30

Filed2026-07-22

FCAL

FIRST TRUST

75.11%

Shares32.0K

Event2026-06-30

Filed2026-07-22

DELL

DELL TECHNOLOGIES

-10.11%

Shares3.6K

Event2026-06-30

Filed2026-07-22

ARM

ARM HOLDINGS

-8.90%

Shares4.4K

Event2026-06-30

Filed2026-07-22

OEF

ISHARES S&P

-16.37%

Shares4.2K

Event2026-06-30

Filed2026-07-22

MLPX

GLOBAL X

New

Shares21.0K

Event2026-06-30

Filed2026-07-22

JAAA

JANUS HENDERSON

280.62%

Shares30.5K

Event2026-06-30

Filed2026-07-22

QEFA

STATE STREET

12.02%

Shares16.0K

Event2026-06-30

Filed2026-07-22

GABELLI EQUITY

-6.75%

Shares267.9K

Event2026-06-30

Filed2026-07-22

SPMO

INVESCO S&P

-39.69%

Shares9.4K

Event2026-06-30

Filed2026-07-22

VANGUARD MID

301.68%

Shares18.7K

Event2026-06-30

Filed2026-07-22

FXH

FIRST TRUST

-1.11%

Shares12.1K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL

-0.63%

Shares10.8K

Event2026-06-30

Filed2026-07-22

MDY

SPDR S&P

-12.43%

Shares2.1K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORP

-0.63%

Shares8.9K

Event2026-06-30

Filed2026-07-22

LMT

LOCKHEED MARTIN

0.39%

Shares2.8K

Event2026-06-30

Filed2026-07-22

SDY

STATE STREET

10.40%

Shares9.4K

Event2026-06-30

Filed2026-07-22

CAM

AB CA

-74.11%

Shares56.9K

Event2026-06-30

Filed2026-07-22

SDVD

FIRST TRUST

New

Shares61.0K

Event2026-06-30

Filed2026-07-22

HFXI

NYLI FTSE

0.00%

Shares36.7K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY

7.81%

Shares1.2K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD GROWTH

498.61%

Shares15.9K

Event2026-06-30

Filed2026-07-22

CROWDSTRIKE HOLDINGS

22.58%

Shares1.8K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD FTSE

-0.99%

Shares19.1K

Event2026-06-30

Filed2026-07-22

XMLV

INVESCO S&P

-0.39%

Shares20.0K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH

9.51%

Shares3.0K

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS

1.56%

Shares3.8K

Event2026-06-30

Filed2026-07-22

XMHQ

INVESCO S&P

12.30%

Shares11.3K

Event2026-06-30

Filed2026-07-22

FIW

FIRST TRUST

3762.67%

Shares11.6K

Event2026-06-30

Filed2026-07-22

LVHI

FRANKLIN INTL

10.84%

Shares30.8K

Event2026-06-30

Filed2026-07-22

ROK

ROCKWELL AUTOMATION

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

2.67%

Shares4.8K

Event2026-06-30

Filed2026-07-22

XLY

STATE STREET

-0.36%

Shares9.7K

Event2026-06-30

Filed2026-07-22

SPACE EXPLORATION

New

Shares6.6K

Event2026-06-30

Filed2026-07-22

BAC

BANK AMERICA

-16.26%

Shares19.6K

Event2026-06-30

Filed2026-07-22

ETN

EATON CORP

4.37%

Shares2.6K

Event2026-06-30

Filed2026-07-22

CFA

VICTORYSHARES US

-0.12%

Shares11.0K

Event2026-06-30

Filed2026-07-22

FESM

FIDELITY ENHANCED

9.62%

Shares21.8K

Event2026-06-30

Filed2026-07-22

AFG

AMERICAN FINANCIAL

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES MSCI

-0.62%

Shares10.1K

Event2026-06-30

Filed2026-07-22

CMF

ISHARES CALIFORNIA

920.28%

Shares17.9K

Event2026-06-30

Filed2026-07-22

GEM

GOLDMAN SACHS

-3.22%

Shares19.8K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD VALUE

-1.17%

Shares4.6K

Event2026-06-30

Filed2026-07-22

VANGUARD SMALL

-1.52%

Shares3.2K

Event2026-06-30

Filed2026-07-22

MINT

PIMCO EHNANCED

28.00%

Shares9.7K

Event2026-06-30

Filed2026-07-22

XLP

STATE STREET

-0.03%

Shares11.7K

Event2026-06-30

Filed2026-07-22

XSHQ

INVESCO S&P

-7.76%

Shares19.7K

Event2026-06-30

Filed2026-07-22

FAD

FIRST TRUST

-5.94%

Shares4.8K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD FSTE

16.99%

Shares15.8K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS

1.06%

Shares22.3K

Event2026-06-30

Filed2026-07-22

XLV

STATE STREET

-10.14%

Shares5.9K

Event2026-06-30

Filed2026-07-22

IWY

ISHARES RUSSELL

-37.89%

Shares3.2K

Event2026-06-30

Filed2026-07-22

MCK

MCKESSON CORP

-2.29%

Shares1.2K

Event2026-06-30

Filed2026-07-22

FLMI

FRANKLIN DYNAMIC

2.91%

Shares37.1K

Event2026-06-30

Filed2026-07-22

YNOT

HORIZON DIGITAL

5.20%

Shares28.2K

Event2026-06-30

Filed2026-07-22

SOUTHERN COMPANY

0.13%

Shares9.4K

Event2026-06-30

Filed2026-07-22

FTHI

FIRST TRUST

7.71%

Shares37.4K

Event2026-06-30

Filed2026-07-22

TOUS

T ROWE

-12.64%

Shares22.8K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & COMPANY

0.97%

Shares6.8K

Event2026-06-30

Filed2026-07-22

LIN

LINDE PLC

48.87%

Shares1.7K

Event2026-06-30

Filed2026-07-22

FMDE

FIDELITY ENHANCED

8.67%

Shares21.1K

Event2026-06-30

Filed2026-07-22

DSI

ISHARES ESG

-3.43%

Shares6.0K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE

1.57%

Shares5.8K

Event2026-06-30

Filed2026-07-22

TAN

INVESCO SOLAR

-0.65%

Shares14.4K

Event2026-06-30

Filed2026-07-22

CEG

CONSTELLATION ENERGY

-50.24%

Shares3.4K

Event2026-06-30

Filed2026-07-22

HLT

HILTON WORLDWIDE

0.16%

Shares2.6K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES RUSSELL

21.65%

Shares2.8K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB US

19.40%

Shares26.5K

Event2026-06-30

Filed2026-07-22

FPE

FIRST TRUST

-72.90%

Shares46.6K

Event2026-06-30

Filed2026-07-22

TBLL

INVESCO SHORT

29.71%

Shares7.9K

Event2026-06-30

Filed2026-07-22

YLDE

FRANKLIN CLEARBRIDGE

1.03%

Shares14.7K

Event2026-06-30

Filed2026-07-22

NETFLIX INC

-13.46%

Shares11.4K

Event2026-06-30

Filed2026-07-22

ANET

ARISTA NETWORKS

0.70%

Shares4.8K

Event2026-06-30

Filed2026-07-22

SMMU

PIMCO SHORT

2.52%

Shares16.0K

Event2026-06-30

Filed2026-07-22

AOR

ISHARES CORE

1.72%

Shares11.6K

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

2.04%

Shares4.3K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

5.42%

Shares2.1K

Event2026-06-30

Filed2026-07-22

WDC

WESTERN DIGITAL

0.32%

Shares1.2K

Event2026-06-30

Filed2026-07-22

TER

TERADYNE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

HDMV

FIRST TRUST

4.90%

Shares21.4K

Event2026-06-30

Filed2026-07-22

TXRH

TEXAS ROADHOUSE

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-22

GRANITE CONSTRUCTION

2.42%

Shares5.0K

Event2026-06-30

Filed2026-07-22

APOLLO GLOBAL

4.47%

Shares6.7K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP

9.95%

Shares1.9K

Event2026-06-30

Filed2026-07-22

ASTS

AST SPACEMOBILE

115.10%

Shares8.6K

Event2026-06-30

Filed2026-07-22

GAL

STATE STREET

-1.52%

Shares14.3K

Event2026-06-30

Filed2026-07-22

BRK.A

BERKSHIRE HATHAWAY

New

Shares1

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER

1.29%

Shares1.5K

Event2026-06-30

Filed2026-07-22

DUK

DUKE ENERGY

2.07%

Shares5.9K

Event2026-06-30

Filed2026-07-22

FTGS

FIRST TRUST

-70.17%

Shares20.0K

Event2026-06-30

Filed2026-07-22

GLW

CORNING INC

13.56%

Shares2.9K

Event2026-06-30

Filed2026-07-22

NUE

NUCOR CORP

4.34%

Shares3.3K

Event2026-06-30

Filed2026-07-22

CISCO SYSTEMS

66.68%

Shares6.2K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES CORE

5.65%

Shares4.3K

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY

12.84%

Shares8.0K

Event2026-06-30

Filed2026-07-22

VLUE

ISHARES MSCI

-0.20%

Shares3.5K

Event2026-06-30

Filed2026-07-22

CMI

CUMMINS INC

0.10%

Shares979

Event2026-06-30

Filed2026-07-22

FSMD

FIDELITY SMALL

-32.73%

Shares13.2K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

1.37%

Shares2.7K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

-1.46%

Shares2.5K

Event2026-06-30

Filed2026-07-22

XLE

STATE STREET

-10.10%

Shares12.7K

Event2026-06-30

Filed2026-07-22

DGRO

ISHARES CORE

1.48%

Shares8.8K

Event2026-06-30

Filed2026-07-22

GPIQ

GOLDMAN SACHS

New

Shares11.2K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TECHNOLOGY

8.63%

Shares2.6K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

0.33%

Shares1.8K

Event2026-06-30

Filed2026-07-22

XLC

STATE STREET

-15.86%

Shares6.1K

Event2026-06-30

Filed2026-07-22

SPDW

STATE STREET

-46.84%

Shares12.7K

Event2026-06-30

Filed2026-07-22

ISRG

INTUITIVE SURGICAL

1.08%

Shares1.6K

Event2026-06-30

Filed2026-07-22

PTF

INVESCO DORSEY

-11.06%

Shares4.6K

Event2026-06-30

Filed2026-07-22

AXON

AXON ENTERPRISE

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

HELO

JPMORGAN HEDGED

-0.73%

Shares9.1K

Event2026-06-30

Filed2026-07-22

WMB

WILLIAMS COS

13.73%

Shares8.3K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

30.49%

Shares4.4K

Event2026-06-30

Filed2026-07-22

DOV

DOVER CORP

0.97%

Shares2.7K

Event2026-06-30

Filed2026-07-22

ISHARES CORE

35.08%

Shares6.3K

Event2026-06-30

Filed2026-07-22

NOC

NORTHROP GRUMMAN

1.97%

Shares1.2K

Event2026-06-30

Filed2026-07-22

BWXT

BWX TECHNOLOGIES

4.91%

Shares3.1K

Event2026-06-30

Filed2026-07-22

LRGE

CLEARBRIDGE LARGE

-6.78%

Shares7.0K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

1.10%

Shares2.9K

Event2026-06-30

Filed2026-07-22

KNF

KNIFE RIVER

40.13%

Shares7.1K

Event2026-06-30

Filed2026-07-22

SPHD

INVESCO S&P

-0.85%

Shares11.7K

Event2026-06-30

Filed2026-07-22

ESGU

ISHARES ESG

-3.11%

Shares3.6K

Event2026-06-30

Filed2026-07-22

DMXF

ISHARES ESG

13.03%

Shares6.8K

Event2026-06-30

Filed2026-07-22

HTRB

HARTFORD TOTAL

0.11%

Shares16.8K

Event2026-06-30

Filed2026-07-22

NULG

NUVEEN ESG

-6.00%

Shares4.8K

Event2026-06-30

Filed2026-07-22

UNP

UNION PACIFIC CORP

1.03%

Shares2.1K

Event2026-06-30

Filed2026-07-22

PEG

PUBLIC SERVICE

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-22

DIS

WALT DISNEY

-10.26%

Shares5.7K

Event2026-06-30

Filed2026-07-22

AON

AON PLC

16.20%

Shares1.6K

Event2026-06-30

Filed2026-07-22

SFLR

INNOVATOR EQUITY

1.22%

Shares13.9K

Event2026-06-30

Filed2026-07-22

IWR

ISHARES RUSSELL

2.18%

Shares4.8K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

38.05%

Shares3.8K

Event2026-06-30

Filed2026-07-22

SPYX

SPDR SERIES TRUST

-2.06%

Shares8.5K

Event2026-06-30

Filed2026-07-22

BDX

BECTON DICKINSON

41.78%

Shares3.4K

Event2026-06-30

Filed2026-07-22

ULST

STATE STREET

17.15%

Shares12.6K

Event2026-06-30

Filed2026-07-22

VANGUARD RUSSELL

-25.47%

Shares4.2K

Event2026-06-30

Filed2026-07-22

XLI

STATE STREET

-13.34%

Shares2.7K

Event2026-06-30

Filed2026-07-22

SHY

ISHARES 1-3YR

37.78%

Shares6.1K

Event2026-06-30

Filed2026-07-22

LOW

LOWES COMPANIES

0.67%

Shares2.3K

Event2026-06-30

Filed2026-07-22

PSI

INVESCO SEMICONDUCTORS

-14.81%

Shares2.6K

Event2026-06-30

Filed2026-07-22

TIC SOLUTIONS

0.00%

Shares59.9K

Event2026-06-30

Filed2026-07-22

FCPI

FIDELITY STOCKS

-41.37%

Shares8.9K

Event2026-06-30

Filed2026-07-22

IDEF

ISHARES DEFENSE

916.15%

Shares15.2K

Event2026-06-30

Filed2026-07-22

IBM

INTL BUSINESS

17.61%

Shares1.7K

Event2026-06-30

Filed2026-07-22

COCA COLA COMPANY

8.14%

Shares5.9K

Event2026-06-30

Filed2026-07-22

TBIL

F/M U S

-0.84%

Shares9.6K

Event2026-06-30

Filed2026-07-22

MBB

ISHARES MBS

82.06%

Shares5.1K

Event2026-06-30

Filed2026-07-22

AHR

AMERICAN HEALTHCARE

0.15%

Shares9.2K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO S&P

0.13%

Shares2.2K

Event2026-06-30

Filed2026-07-22

FLY

FIREFLY AEROSPACE

325.01%

Shares16.1K

Event2026-06-30

Filed2026-07-22

FDN

FIRST TRUST

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

KMB

KIMBERLY CLARK

12.57%

Shares4.3K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

4.59%

Shares3.2K

Event2026-06-30

Filed2026-07-22

CRBN

ISHARES LOW

-1.67%

Shares1.8K

Event2026-06-30

Filed2026-07-22

IGSB

ISHARES 1-5

0.02%

Shares8.8K

Event2026-06-30

Filed2026-07-22

PHILIP MORRIS

0.52%

Shares2.5K

Event2026-06-30

Filed2026-07-22

MISL

FIRST TRUST

-4.17%

Shares9.9K

Event2026-06-30

Filed2026-07-22

GRNB

VANECK GREEN

5.48%

Shares18.6K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB INTL

-0.06%

Shares16.1K

Event2026-06-30

Filed2026-07-22

TJX

TJX COS

5.36%

Shares2.9K

Event2026-06-30

Filed2026-07-22

AIRR

FIRST TRUST

0.06%

Shares3.3K

Event2026-06-30

Filed2026-07-22

PID

INVESCO INTL

-9.34%

Shares19.8K

Event2026-06-30

Filed2026-07-22

DEERE & CO

0.44%

Shares680

Event2026-06-30

Filed2026-07-22

FDVV

FIDELITY HIGH

-45.81%

Shares7.1K

Event2026-06-30

Filed2026-07-22

DON

WISDOMTREE U S

-10.46%

Shares7.5K

Event2026-06-30

Filed2026-07-22

SCHA

SCHWAB US

20.41%

Shares11.7K

Event2026-06-30

Filed2026-07-22

BINC

ISHARES FLEXIBLE

41.04%

Shares8.1K

Event2026-06-30

Filed2026-07-22

SUSC

ISHARES ESG

-7.32%

Shares18.3K

Event2026-06-30

Filed2026-07-22

FTSD

FRANKLIN SHORT

-0.62%

Shares4.7K

Event2026-06-30

Filed2026-07-22

HTGC

HERCULES CAPITAL

-51.64%

Shares26.7K

Event2026-06-30

Filed2026-07-22

QUANTA SERVICES

0.52%

Shares583

Event2026-06-30

Filed2026-07-22

SPTI

STATE STREET

-54.34%

Shares14.4K

Event2026-06-30

Filed2026-07-22

SYSB

ISHARES SYSTEMATIC

196.72%

Shares4.6K

Event2026-06-30

Filed2026-07-22

IQSI

NYLI CANDRIAM

-4.42%

Shares10.7K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD TOTAL

10.42%

Shares4.8K

Event2026-06-30

Filed2026-07-22

VTC

VANGUARD TOTAL

1.25%

Shares5.3K

Event2026-06-30

Filed2026-07-22

LUMENTUM HOLDINGS

22.31%

Shares455

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD HIGH

-22.99%

Shares2.5K

Event2026-06-30

Filed2026-07-22

COF

CAPITAL ONE

8.63%

Shares1.9K

Event2026-06-30

Filed2026-07-22

MASTERCARD INC

10.07%

Shares754

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD FTSE

0.76%

Shares4.6K

Event2026-06-30

Filed2026-07-22

LUNR

INTUITIVE MACHINES

1698.60%

Shares18.0K

Event2026-06-30

Filed2026-07-22

KNG

FIRST TRUST

-9.29%

Shares7.5K

Event2026-06-30

Filed2026-07-22

SCHE

SCHWAB EMERGING

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO

2.49%

Shares4.6K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD INFORMATION

6164.00%

Shares3.1K

Event2026-06-30

Filed2026-07-22

ASML

ASML HOLDING

-7.43%

Shares187

Event2026-06-30

Filed2026-07-22

VMC

VULCAN MATERIALS

-3.68%

Shares1.3K

Event2026-06-30

Filed2026-07-22

MRVL

MARVELL TECHNOLOGY

12.76%

Shares1.2K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRUMENTS

9.92%

Shares1.2K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB US

-6.21%

Shares10.2K

Event2026-06-30

Filed2026-07-22

SBUX

STARBUCKS CORP

1.62%

Shares3.4K

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP

-4.34%

Shares4.8K

Event2026-06-30

Filed2026-07-22

ITA

ISHARES AEROSPACE

18.68%

Shares1.4K

Event2026-06-30

Filed2026-07-22

RODM

HARTFORD MULTIFACTOR

1.26%

Shares8.5K

Event2026-06-30

Filed2026-07-22

VLO

VALERO ENERGY

29.32%

Shares1.3K

Event2026-06-30

Filed2026-07-22

STIP

ISHARES 0-5

873.57%

Shares3.2K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES NATIONAL

245.53%

Shares3.1K

Event2026-06-30

Filed2026-07-22

DBEF

XTRACKERS MSCI

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-22

SRE

SEMPRA

8.98%

Shares3.5K

Event2026-06-30

Filed2026-07-22

IBIT

ISHARES BITCOIN

26.59%

Shares9.8K

Event2026-06-30

Filed2026-07-22

ABSI

ABSCI CORP

New

Shares28.0K

Event2026-06-30

Filed2026-07-22

ILDR

FIRST TRUST

-68.94%

Shares8.1K

Event2026-06-30

Filed2026-07-22

JBND

JPMORGAN ACTIVE

1.11%

Shares5.9K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS

1.97%

Shares311

Event2026-06-30

Filed2026-07-22

SMH

VANECK SEMICONDUCTOR

7.40%

Shares479

Event2026-06-30

Filed2026-07-22

NUMG

NUSHARES ETF TR

6.54%

Shares6.7K

Event2026-06-30

Filed2026-07-22

APH

AMPHENOL CORP

2.42%

Shares1.8K

Event2026-06-30

Filed2026-07-22

CGCV

CAPITAL GROUP

-85.27%

Shares9.5K

Event2026-06-30

Filed2026-07-22

CRDO

CREDO TECHNOLOGY

49.80%

Shares1.1K

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD MID

0.13%

Shares1.5K

Event2026-06-30

Filed2026-07-22

SPMB

STATE STREET

-54.06%

Shares13.6K

Event2026-06-30

Filed2026-07-22

CITIGROUP INC

3.44%

Shares2.2K

Event2026-06-30

Filed2026-07-22

VBK

VANGUARD SMALL

-0.12%

Shares826

Event2026-06-30

Filed2026-07-22

ENB

ENBRIDGE INC

-0.61%

Shares5.5K

Event2026-06-30

Filed2026-07-22

JIVE

JPMORGAN INTL

New

Shares3.2K

Event2026-06-30

Filed2026-07-22

MAR

MARRIOTT INTL

0.00%

Shares798

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

3.18%

Shares2.8K

Event2026-06-30

Filed2026-07-22

ICVT

ISHARES CONV

30.18%

Shares2.4K

Event2026-06-30

Filed2026-07-22

NKE

NIKE INC

-37.32%

Shares7.1K

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABORATORIES

46.14%

Shares3.2K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD SMALL

3.82%

Shares1.2K

Event2026-06-30

Filed2026-07-22

FREEPORT MCMORAN

9.53%

Shares4.5K

Event2026-06-30

Filed2026-07-22

CCL

CARNIVAL CORP

New

Shares9.9K

Event2026-06-30

Filed2026-07-22

XSD

STATE STREET

0.00%

Shares450

Event2026-06-30

Filed2026-07-22

URA

GLOBAL X

27.05%

Shares6.4K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB US

0.07%

Shares9.5K

Event2026-06-30

Filed2026-07-22

JSML

JANUS DETROIT

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

PFE

PFIZER INC

10.57%

Shares11.3K

Event2026-06-30

Filed2026-07-22

VDC

VANGUARD CONSUMER

1059.62%

Shares1.2K

Event2026-06-30

Filed2026-07-22

TTM TECHNOLOGIES

28.76%

Shares1.4K

Event2026-06-30

Filed2026-07-22

PAAA

PGIM AAA

-36.30%

Shares5.2K

Event2026-06-30

Filed2026-07-22

BUFD

FIRST TRUST

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-22

REALTY INCOME

-45.02%

Shares4.3K

Event2026-06-30

Filed2026-07-22

WASTE MANAGEMENT

6.05%

Shares1.2K

Event2026-06-30

Filed2026-07-22

SPEM

STATE STREET

-46.15%

Shares5.0K

Event2026-06-30

Filed2026-07-22

HYG

ISHARES IBOXX

-16.75%

Shares3.2K

Event2026-06-30

Filed2026-07-22

NDSN

NORDSON CORP

0.00%

Shares857

Event2026-06-30

Filed2026-07-22

EIX

EDISON INTL

-1.00%

Shares3.5K

Event2026-06-30

Filed2026-07-22

LCTU

BLACKROCK ISHARES

-13.51%

Shares3.2K

Event2026-06-30

Filed2026-07-22

EES

WISDOMTREE U S

597.59%

Shares3.8K

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL

-23.75%

Shares2.4K

Event2026-06-30

Filed2026-07-22

TLT

ISHARES 20

-10.68%

Shares2.9K

Event2026-06-30

Filed2026-07-22

IDEV

ISHARES CORE

0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-22

SPLV

INVESCO S&P

-50.97%

Shares3.3K

Event2026-06-30

Filed2026-07-22

DRI

DARDEN RESTAURANTS

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD INTERMEDIATE

-42.29%

Shares3.2K

Event2026-06-30

Filed2026-07-22

DVY

ISHARES SELECT

-15.89%

Shares1.6K

Event2026-06-30

Filed2026-07-22

HONEYWELL AEROSPACE

New

Shares1.1K

Event2026-06-30

Filed2026-07-22

MXL

MAXLINEAR INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-22

JOHNSON CONTROLS

0.86%

Shares1.6K

Event2026-06-30

Filed2026-07-22

ARK INNOVATION

-0.13%

Shares3.0K

Event2026-06-30

Filed2026-07-22

ULTA BEAUTY

-1.12%

Shares531

Event2026-06-30

Filed2026-07-22

XMVM

INVESCO S&P

-19.25%

Shares3.4K

Event2026-06-30

Filed2026-07-22

EAGG

ISHARES ESG

1.89%

Shares5.0K

Event2026-06-30

Filed2026-07-22

ABCL

ABCELLERA BIOLOGICS

New

Shares30.0K

Event2026-06-30

Filed2026-07-22

MKL

MARKEL GROUP

0.00%

Shares120

Event2026-06-30

Filed2026-07-22

VANGUARD LARGE

-3.85%

Shares674

Event2026-06-30

Filed2026-07-22

FWD

AB DISRUPTORS

153.81%

Shares1.6K

Event2026-06-30

Filed2026-07-22

HONEYWELL INTL

New

Shares1.0K

Event2026-06-30

Filed2026-07-22

BLK

BLACKROCK FDG

0.42%

Shares237

Event2026-06-30

Filed2026-07-22

3M COMPANY

0.36%

Shares1.4K

Event2026-06-30

Filed2026-07-22

HEFA

ISHARES CURRENCY

-14.20%

Shares4.8K

Event2026-06-30

Filed2026-07-22

VIK

VIKING HOLDINGS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

ITW

ILLINOIS TOOL

3.22%

Shares802

Event2026-06-30

Filed2026-07-22

PULS

PGIM ULTRA

-33.86%

Shares4.3K

Event2026-06-30

Filed2026-07-22

COLB

COLUMBIA BANKING SYS INC

-4.63%

Shares6.7K

Event2026-06-30

Filed2026-07-22

BROOKFIELD CORP

0.14%

Shares5.0K

Event2026-06-30

Filed2026-07-22

ASTRAZENECA PLC

19.12%

Shares1.1K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL US

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-22

TEL

TE CONNECTIVITY

6.38%

Shares1.0K

Event2026-06-30

Filed2026-07-22

EDWARDS LIFESCIENCES

3.71%

Shares2.3K

Event2026-06-30

Filed2026-07-22

EZPW

EZCORP INC

66.34%

Shares6.0K

Event2026-06-30

Filed2026-07-22

FDT

FIRST TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

SMR

NUSCALE POWER

96.16%

Shares20.4K

Event2026-06-30

Filed2026-07-22

LPLA

LPL FINANCIAL

39.50%

Shares724

Event2026-06-30

Filed2026-07-22

CLS

CELESTICA INC

49.47%

Shares559

Event2026-06-30

Filed2026-07-22

SPIP

STATE STREET

-0.13%

Shares7.9K

Event2026-06-30

Filed2026-07-22

TCBK

TRICO BANCSHARES

0.48%

Shares3.8K

Event2026-06-30

Filed2026-07-22

AEROVIRONMENT INC

9.11%

Shares1.2K

Event2026-06-30

Filed2026-07-22

UBER

UBER TECHNOLOGIES

58.23%

Shares2.7K

Event2026-06-30

Filed2026-07-22

STRL

9STERLING INFRASTRUCTURE

25.00%

Shares235

Event2026-06-30

Filed2026-07-22

BUCK

SIMPLIFY TREASURY

63.81%

Shares8.4K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

11.81%

Shares4.1K

Event2026-06-30

Filed2026-07-22

VGIT

VANGUARD INTERMEDIATE

1675.96%

Shares3.3K

Event2026-06-30

Filed2026-07-22

GNRC

GENERAC HOLDINGS

0.00%

Shares640

Event2026-06-30

Filed2026-07-22

GENERAL MOTORS

50.53%

Shares2.4K

Event2026-06-30

Filed2026-07-22

CVS

CVS HEALTH

15.48%

Shares1.8K

Event2026-06-30

Filed2026-07-22

JSMD

JANUS DETROIT

-17.90%

Shares1.8K

Event2026-06-30

Filed2026-07-22

YYY

AMPLIFY CEF

0.36%

Shares16.0K

Event2026-06-30

Filed2026-07-22

LHX

L3HARRIS TECHNOLOGIES

2.26%

Shares633

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD SHORT

438.36%

Shares2.4K

Event2026-06-30

Filed2026-07-22

URI

UNITED RENTALS

0.00%

Shares161

Event2026-06-30

Filed2026-07-22

IOO

ISHARES GLOBAL

-43.54%

Shares1.3K

Event2026-06-30

Filed2026-07-22

VANECK GOLD

4.78%

Shares2.4K

Event2026-06-30

Filed2026-07-22

IXN

ISHARES GLOBAL

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-22

CSTM

CONSTELLIUM SE

11032.00%

Shares5.6K

Event2026-06-30

Filed2026-07-22

PNC

PNC FINANCIAL

11.32%

Shares718

Event2026-06-30

Filed2026-07-22

BMY

BRISTOL MYERS

0.13%

Shares3.0K

Event2026-06-30

Filed2026-07-22

QWLD

STATE STREET

-39.45%

Shares1.2K

Event2026-06-30

Filed2026-07-22

FEZ

STATE STREET

-40.85%

Shares2.5K

Event2026-06-30

Filed2026-07-22

RDDT

REDDIT INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

TRAVELERS COS

14.60%

Shares518

Event2026-06-30

Filed2026-07-22

SUSA

ISHARES ESG

0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-22

EPD

ENTERPRISE PRODUCTS

21.38%

Shares4.6K

Event2026-06-30

Filed2026-07-22

CHUBB LTD

0.20%

Shares497

Event2026-06-30

Filed2026-07-22

OIH

VANECK OIL

0.00%

Shares450

Event2026-06-30

Filed2026-07-22

AOA

ISHARES CORE

10.61%

Shares1.7K

Event2026-06-30

Filed2026-07-22

FIRST NORTHERN

New

Shares9.1K

Event2026-06-30

Filed2026-07-22

CRWV

COREWEAVE INC

-9.20%

Shares1.6K

Event2026-06-30

Filed2026-07-22

XEL

XCEL ENERGY

18.19%

Shares2.0K

Event2026-06-30

Filed2026-07-22

BKNG

BOOKING HOLDINGS

2500.00%

Shares910

Event2026-06-30

Filed2026-07-22

GILD

GILEAD SCIENCES

5.10%

Shares1.3K

Event2026-06-30

Filed2026-07-22

KKR

KKR & CO

-1.41%

Shares1.7K

Event2026-06-30

Filed2026-07-22

MET

METLIFE INC

15.30%

Shares1.9K

Event2026-06-30

Filed2026-07-22

AER

AERCAP HOLDINGS

0.27%

Shares1.1K

Event2026-06-30

Filed2026-07-22

JETS

U S GLOBAL

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-22

UBS

UBS GROUP

2.16%

Shares3.2K

Event2026-06-30

Filed2026-07-22

FABRINET

64.53%

Shares283

Event2026-06-30

Filed2026-07-22

CRM

SALESFORCE INC

5.80%

Shares1.0K

Event2026-06-30

Filed2026-07-22

QTEC

FIRST TRUST

0.00%

Shares468

Event2026-06-30

Filed2026-07-22

SCZ

ISHARES MSCI

0.69%

Shares1.9K

Event2026-06-30

Filed2026-07-22

CONSOLIDATED EDISON

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

NLY

ANNALY CAPITAL

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-22

BP PLC

159.28%

Shares4.2K

Event2026-06-30

Filed2026-07-22

PARR

PAR PACIFIC

157.97%

Shares2.8K

Event2026-06-30

Filed2026-07-22

PSA

PUBLIC STORAGE

22.34%

Shares482

Event2026-06-30

Filed2026-07-22

IWV

ISHARES RUSSELL

-1.10%

Shares358

Event2026-06-30

Filed2026-07-22

FDL

FIRST TRUST

0.94%

Shares3.1K

Event2026-06-30

Filed2026-07-22

ROBT

FIRST TRUST

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-22

MDLZ

MONDELEZ INTERNATIONAL

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

USIG

ISHARES BROAD

110.04%

Shares2.9K

Event2026-06-30

Filed2026-07-22

USAR

USA RARE

New

Shares7.0K

Event2026-06-30

Filed2026-07-22

CDL

VICTORYSHARES US

-37.41%

Shares1.9K

Event2026-06-30

Filed2026-07-22

NEXA

NEXA RESOURCES

New

Shares12.3K

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB US

607.77%

Shares5.6K

Event2026-06-30

Filed2026-07-22

NBIS

NEBIUS GROUP

3.48%

Shares535

Event2026-06-30

Filed2026-07-22

AT&T INC

-0.39%

Shares7.1K

Event2026-06-30

Filed2026-07-22

MUFG

MITSUBISHI UFJ

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-22

NEM

NEWMONT CORP

3.82%

Shares1.5K

Event2026-06-30

Filed2026-07-22

IDMO

INVESCO S&P

-20.68%

Shares2.4K

Event2026-06-30

Filed2026-07-22

MPC

MARATHON PETROLEUM

0.00%

Shares562

Event2026-06-30

Filed2026-07-22

DFAX

DIMENSIONAL WORLD

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-22

ELECTRONIC ARTS

0.00%

Shares695

Event2026-06-30

Filed2026-07-22

SNEX

STONEX GROUP

2118.52%

Shares1.2K

Event2026-06-30

Filed2026-07-22

TMUS

T-MOBILE US

-6.32%

Shares845

Event2026-06-30

Filed2026-07-22

MRNA

MODERNA INC

8000.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

ROYAL CARIBBEAN

-1.33%

Shares446

Event2026-06-30

Filed2026-07-22

BBEU

JPMORGAN BUILDERS

New

Shares1.8K

Event2026-06-30

Filed2026-07-22

UTF

COHEN & STEERS

1.42%

Shares5.1K

Event2026-06-30

Filed2026-07-22

KMI

KINDER MORGAN

16.31%

Shares4.4K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES

13.82%

Shares346

Event2026-06-30

Filed2026-07-22

NTRA

NATERA INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-22

VLU

STATE STREET

New

Shares566

Event2026-06-30

Filed2026-07-22

NOBL

PROSHARES S&P

-0.95%

Shares2.4K

Event2026-06-30

Filed2026-07-22

IGV

ISHARES EXPANDED

-8.84%

Shares1.5K

Event2026-06-30

Filed2026-07-22

IBB

ISHARES BIOTECHNOLOGY

-5.36%

Shares706

Event2026-06-30

Filed2026-07-22

PTLC

PACER TRENDPILOT

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

XLB

STATE STREET

0.85%

Shares2.6K

Event2026-06-30

Filed2026-07-22

STATE STREET

0.07%

Shares2.9K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available