Sponsored

The Analysis of Graney & King, LLC's Holdings & P&L

Currently, Graney & King, LLC holds 383 types of securities in its portfolio with a total value $278.2M. In the most recent quarter, they have increased their positions in IXUS (+397.6K shares, valued at $37.9M), SPYG (+150.8K shares, valued at $17.9M), JHMM (+71.1K shares, valued at $5.3M); decreased their positions in SPYV (-2.8K shares, valued at $173.2K), N/A (-375 shares, valued at $94.3K), SLYV (-849 shares, valued at $92.6K); initiated new positions in IXUS (+397.6K shares, valued at $37.9M), N/A (+1.1K shares, valued at $184.9K), CGUI (+5.8K shares, valued at $145.4K).

1M P&L

-4.8M-1.75%

3M P&L

+1.8M+0.67%

HY P&L

+7.6M+2.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A255.4M

94.0%

2Consumer Electronics2.4M

0.9%

3Semiconductors2.1M

0.8%

Top Industries by Stock Count

1N/A148 stocks

44.3%

2Drug Manufacturers - General9 stocks

2.7%

3Aerospace & Defense9 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IXUS ISHARES CORE397.6K sharesnew addition2026-06-302026-08-07

SPYG STATE STREET246.2K shares158.15%2026-06-302026-08-07

MGV VANGUARD MEGA179.2K shares2.87%2026-06-302026-08-07

GPIX GOLDMAN SACHS396.4K shares6.45%2026-06-302026-08-07

JHMM JOHN HANCOCK282.6K shares33.63%2026-06-302026-08-07

FBND FIDELITY TOTAL347.1K shares10.20%2026-06-302026-08-07

BBIN JPMORGAN BETABUILDERS157.6K shares6.22%2026-06-302026-08-07

QQQM INVESCO NASDAQ30.6K shares33.62%2026-06-302026-08-07

Sponsored

VLU STATE STREET37.9K shares4.30%2026-06-302026-08-07

SPLB STATE STREET399.4K shares6.17%2026-06-302026-08-07

ANGL VANECK FALLEN299.4K shares6.64%2026-06-302026-08-07

RDVY FIRST TRUST77.7K shares8.69%2026-06-302026-08-07

GRID FIRST TRUST30.9K shares8.01%2026-06-302026-08-07

SLYG STATE STREET46.9K shares2.01%2026-06-302026-08-07

BIV VANGUARD INTERMEDIATE47.6K shares-1.60%2026-06-302026-08-07

VXUS VANGUARD TOTAL37.4K shares11.72%2026-06-302026-08-07

Sponsored

AAPL APPLE INC8.3K shares0.81%2026-06-302026-08-07

VTV VANGUARD VALUE8.4K shares9.34%2026-06-302026-08-07

VUG VANGUARD GROWTH18.8K shares416.63%2026-06-302026-08-07

GPIQ GOLDMAN SACHS26.6K shares8.07%2026-06-302026-08-07

VB VANGUARD SMALL4.8K shares4.02%2026-06-302026-08-07

MGK VANGUARD MEGA15.7K shares412.02%2026-06-302026-08-07

IUSG ISHARES S&P7.0K shares0.11%2026-06-302026-08-07

VANGUARD TOTAL VANGUARD TOTAL3.4K shares-4.40%2026-06-302026-08-07

Sponsored

SLYV STATE STREET11.1K shares-7.08%2026-06-302026-08-07

SPYV STATE STREET19.6K shares-12.68%2026-06-302026-08-07

STATE STREET STATE STREET1.5K shares-1.56%2026-06-302026-08-07

NVDA NVIDIA CORP5.5K shares12.06%2026-06-302026-08-07

GE GE AEROSPACE2.9K shares-0.45%2026-06-302026-08-07

IDEV ISHARES CORE11.3K shares1.49%2026-06-302026-08-07

SCHD SCHWAB US29.8K shares-4.53%2026-06-302026-08-07

VOO VANGUARD S&P1.3K shares-2.19%2026-06-302026-08-07

Sponsored

VO VANGUARD MID10.6K shares349.43%2026-06-302026-08-07

GEV GE VERNOVA712 shares-0.42%2026-06-302026-08-07

META PLATFORMS META PLATFORMS1.3K shares2.17%2026-06-302026-08-07

MSFT MICROSOFT CORP1.9K shares2.02%2026-06-302026-08-07

OMFS INVESCO RUSSELL12.9K shares0.20%2026-06-302026-08-07

SPSM STATE STREET11.6K shares9.60%2026-06-302026-08-07

INTC INTEL CORP4.3K shares-8.22%2026-06-302026-08-07

AMZN AMAZON COM2.5K shares3.83%2026-06-302026-08-07

Sponsored

MUNY VANGUARD NY5.6K shares12.75%2026-06-302026-08-07

NOBL PROSHARES S&P10.2K shares94.37%2026-06-302026-08-07

ISHARES CORE ISHARES CORE752 shares109.47%2026-06-302026-08-07

JSMD JANUS DETROIT5.3K shares-0.58%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY1.1K shares0.00%2026-06-302026-08-07

CEF SPROTT PHYSICAL12.1K shares0.00%2026-06-302026-08-07

VISA INC VISA INC1.3K shares2.09%2026-06-302026-08-07

JPMORGAN CHASE JPMORGAN CHASE1.3K shares49.15%2026-06-302026-08-07

Sponsored

OMFL INVESCO RUSSELL6.3K shares-12.74%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON1.6K shares0.06%2026-06-302026-08-07

VBK VANGUARD SMALL1.1K shares0.00%2026-06-302026-08-07

TSLA TESLA INC932 shares4.13%2026-06-302026-08-07

ED CONSOLIDATED EDISON3.4K shares0.00%2026-06-302026-08-07

QQQ INVESCO QQQ482 shares111.40%2026-06-302026-08-07

GOOG ALPHABET INC956 shares6.34%2026-06-302026-08-07

VBR VANGUARD SMALL1.8K shares66.67%2026-06-302026-08-07

Sponsored

EXXON MOBIL EXXON MOBIL2.4K shares-3.91%2026-06-302026-08-07

CAT CATERPILLAR INC303 shares0.33%2026-06-302026-08-07

PG PROCTER & GAMBLE2.0K shares0.00%2026-06-302026-08-07

IAU ISHARES GOLD3.8K shares0.00%2026-06-302026-08-07

NGG NATIONAL GRID3.4K shares0.00%2026-06-302026-08-07

PANW PALO ALTO820 shares0.00%2026-06-302026-08-07

VDC VANGUARD CONSUMER1.2K shares45.98%2026-06-302026-08-07

VCSH VANGUARD SHORT3.2K shares-16.30%2026-06-302026-08-07

Sponsored

TRST TRUSTCO BANK4.5K shares0.68%2026-06-302026-08-07

LLY ELI LILLY202 shares0.00%2026-06-302026-08-07

NYF ISHARES NEW YORK4.4K shares-2.03%2026-06-302026-08-07

T AT&T INC11.2K shares0.00%2026-06-302026-08-07

BA BOEING COMPANY1.0K shares0.00%2026-06-302026-08-07

VTWG VANGUARD RUSSELL776 shares0.00%2026-06-302026-08-07

VGUS VANGUARD ULTRA2.9K shares4.60%2026-06-302026-08-07

FTNY PUTNAM FRANKLIN26.3K shares-6.17%2026-06-302026-08-07

Sponsored

FTLS FIRST TRUST2.8K shares0.04%2026-06-302026-08-07

VSDM VANGUARD SHORT2.6K shares0.80%2026-06-302026-08-07

WMT WALMART INC1.6K shares5.56%2026-06-302026-08-07

SPACE EXPLORATION SPACE EXPLORATION1.1K sharesnew addition2026-06-302026-08-07

SPSB STATE STREET5.9K shares3.42%2026-06-302026-08-07

VTES VANGUARD SHORT1.8K shares13.76%2026-06-302026-08-07

COSTCO WHOLESALE COSTCO WHOLESALE180 shares4.05%2026-06-302026-08-07

STATE STREET STATE STREET1.9K shares0.00%2026-06-302026-08-07

Sponsored

LHX L3HARRIS TECHNOLOGIES575 shares-8.00%2026-06-302026-08-07

RECS COLUMBIA RESEARCH3.8K shares-31.31%2026-06-302026-08-07

PEP PEPSICO INC1.2K shares-0.17%2026-06-302026-08-07

ESGV VANGUARD ESG1.1K shares-19.12%2026-06-302026-08-07

QTUM DEFIANCE QUANTUM891 shares54.69%2026-06-302026-08-07

CGUI CAPITAL GROUP5.8K sharesnew addition2026-06-302026-08-07

FXA INVESCO CURRENCYSHARES2.1K shares15.73%2026-06-302026-08-07

SPDW STATE STREET2.9K shares0.60%2026-06-302026-08-07

Sponsored

VCIT VANGUARD INTERMEDIATE1.7K shares-5.08%2026-06-302026-08-07

YUM YUM BRANDS INC861 shares0.00%2026-06-302026-08-07

GSK PLC GSK PLC2.5K shares0.81%2026-06-302026-08-07

XLK STATE STREET680 shares0.00%2026-06-302026-08-07

CROWDSTRIKE HOLDINGS CROWDSTRIKE HOLDINGS163 shares8.67%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR252 shares0.00%2026-06-302026-08-07

EIS ISHARES MSCI980 shares0.00%2026-06-302026-08-07

DIA STATE STREET224 shares88.24%2026-06-302026-08-07

Sponsored

GFS GLOBALFOUNDRIES INC1.4K shares0.00%2026-06-302026-08-07

MAR MARRIOTT INTL296 shares0.00%2026-06-302026-08-07

LPLA LPL FINANCIAL385 shares35.09%2026-06-302026-08-07

F FORD MOTOR7.7K shares0.09%2026-06-302026-08-07

AMD ADVANCED MICRO181 shares20.67%2026-06-302026-08-07

ITOT ISHARES CORE640 shares855.22%2026-06-302026-08-07

SCHW SCHWAB CHARLES1.1K shares0.00%2026-06-302026-08-07

JPMORGAN JPMORGAN1.7K shares-9.17%2026-06-302026-08-07

Sponsored

SYK STRYKER CORP324 shares0.00%2026-06-302026-08-07

AXP AMERICAN EXPRESS294 shares0.34%2026-06-302026-08-07

INDA ISHARES MSCI2.0K shares0.00%2026-06-302026-08-07

EQWL INVESCO S&P762 shares0.00%2026-06-302026-08-07

FTEC FIDELITY MSCI521 shares294.70%2026-06-302026-08-07

RWR STATE STREET847 sharesnew addition2026-06-302026-08-07

ROYAL CARIBBEAN ROYAL CARIBBEAN300 shares0.00%2026-06-302026-08-07

SPEM STATE STREET1.8K sharesnew addition2026-06-302026-08-07

Sponsored

VOLT TEMA ELECTRIFICATION2.2K sharesnew addition2026-06-302026-08-07

NETFLIX INC NETFLIX INC1.3K shares3.73%2026-06-302026-08-07

ABBVIE INC ABBVIE INC365 shares-50.68%2026-06-302026-08-07

LNT ALLIANT ENERGY1.2K shares0.00%2026-06-302026-08-07

GLW CORNING INC350 shares0.00%2026-06-302026-08-07

HYMB STATE STREET3.5K shares0.00%2026-06-302026-08-07

KVUE KENVUE INC4.6K shares0.00%2026-06-302026-08-07

AEP AMERICAN ELECTRIC634 shares0.00%2026-06-302026-08-07

Sponsored

TGT TARGET CORP650 shares0.00%2026-06-302026-08-07

GSST GOLDMAN SACHS1.6K shares0.00%2026-06-302026-08-07

ARK INNOVATION ARK INNOVATION998 shares0.00%2026-06-302026-08-07

SPMD STATE STREET1.2K shares0.00%2026-06-302026-08-07

IVW ISHARES S&P567 shares0.00%2026-06-302026-08-07

VNQ VANGUARD REAL793 shares0.13%2026-06-302026-08-07

IEF ISHARES 7-10YR805 shares1.00%2026-06-302026-08-07

L LOEWS CORP665 shares0.00%2026-06-302026-08-07

Sponsored

CVX CHEVRON CORP434 shares0.00%2026-06-302026-08-07

IJH ISHARES CORE918 shares152.20%2026-06-302026-08-07

WBD WARNER BROS2.6K shares0.00%2026-06-302026-08-07

HLT HILTON WORLDWIDE213 shares0.00%2026-06-302026-08-07

FTNT FORTINET INC452 shares0.00%2026-06-302026-08-07

IBM INTL BUSINESS243 shares0.00%2026-06-302026-08-07

VYM VANGUARD HIGH419 shares0.24%2026-06-302026-08-07

VUSB VANGUARD ULTRA1.3K shares-44.10%2026-06-302026-08-07

Sponsored

BK BANK NEW YORK452 shares0.00%2026-06-302026-08-07

ROBT FIRST TRUST1.2K shares0.00%2026-06-302026-08-07

GOOGL ALPHABET INC180 shares38.46%2026-06-302026-08-07

VANGUARD RUSSELL VANGUARD RUSSELL517 shares0.00%2026-06-302026-08-07

MFC MANULIFE FINANCIAL1.5K shares-6.90%2026-06-302026-08-07

VSGX VANGUARD ESG726 shares15.97%2026-06-302026-08-07

IJR ISHARES CORE395 shares287.25%2026-06-302026-08-07

VEU VANGUARD ALL WORLD698 shares2.95%2026-06-302026-08-07

Sponsored

NEXTERA ENERGY NEXTERA ENERGY663 shares0.61%2026-06-302026-08-07

XCEM COLUMBIA EM1.1K shares0.00%2026-06-302026-08-07

FVD FIRST TRUST1.2K shares0.59%2026-06-302026-08-07

JPLD JPMORGAN LTD1.1K shares0.00%2026-06-302026-08-07

FNDX SCHWAB FUNDAMENTAL1.8K shares0.00%2026-06-302026-08-07

GEHC GE HEALTHCARE861 shares-0.46%2026-06-302026-08-07

HD HOME DEPOT156 shares0.00%2026-06-302026-08-07

KMI KINDER MORGAN1.7K shares0.47%2026-06-302026-08-07

Sponsored

COP CONOCOPHILLIPS523 shares0.77%2026-06-302026-08-07

AMGN AMGEN INC150 shares0.00%2026-06-302026-08-07

NVMI NOVA LTD100 shares0.00%2026-06-302026-08-07

CFG CITIZENS FINANCIAL771 sharesnew addition2026-06-302026-08-07

SLV ISHARES SILVER1.0K shares0.00%2026-06-302026-08-07

DAL DELTA AIRLINES566 shares0.00%2026-06-302026-08-07

XSHD INVESCO S&P3.7K shares-6.50%2026-06-302026-08-07

VTEI VANGUARD MUN512 shares0.79%2026-06-302026-08-07

Sponsored

PRU PRUDENTIAL FINANCIAL476 shares0.42%2026-06-302026-08-07

MCK MCKESSON CORP67 shares0.00%2026-06-302026-08-07

GS GOLDMAN SACHS50 shares0.00%2026-06-302026-08-07

PFE PFIZER INC1.9K shares0.60%2026-06-302026-08-07

XLP STATE STREET538 shares3.07%2026-06-302026-08-07

IVE ISHARES S&P193 shares0.00%2026-06-302026-08-07

PSX PHILLIPS 66258 shares0.78%2026-06-302026-08-07

REGN REGENERON PHARMACEUTICAL69 shares0.00%2026-06-302026-08-07

Sponsored

UBER UBER TECHNOLOGIES561 shares0.00%2026-06-302026-08-07

UPS UNITED PARCEL375 shares0.00%2026-06-302026-08-07

DIS WALT DISNEY402 shares0.00%2026-06-302026-08-07

CW CURTISS WRIGHT CORP DE50 shares0.00%2026-06-302026-08-07

OEF ISHARES S&P103 shares586.67%2026-06-302026-08-07

WY WEYERHAEUSER CO1.6K shares0.00%2026-06-302026-08-07

LUV SOUTHWEST AIRLINES722 shares0.00%2026-06-302026-08-07

VRT VERTIV HOLDINGS107 shares0.00%2026-06-302026-08-07

Sponsored

FDL FIRST TRUST730 shares0.00%2026-06-302026-08-07

ABNB AIRBNB INC240 shares0.00%2026-06-302026-08-07

ORACLE CORP ORACLE CORP229 shares-22.64%2026-06-302026-08-07

JETS U S GLOBAL1.0K shares0.00%2026-06-302026-08-07

ISHARES CORE ISHARES CORE342 shares122.08%2026-06-302026-08-07

YUMC YUM CHINA806 shares0.00%2026-06-302026-08-07

BAC BANK AMERICA567 shares0.00%2026-06-302026-08-07

MRK MERCK & COMPANY250 shares400.00%2026-06-302026-08-07

Sponsored

AGNC INVESTMENT AGNC INVESTMENT2.9K shares3.45%2026-06-302026-08-07

LABCORP HOLDINGS LABCORP HOLDINGS114 shares0.00%2026-06-302026-08-07

HDB HDFC BANK1.2K shares0.00%2026-06-302026-08-07

CISCO SYSTEMS CISCO SYSTEMS263 shares0.00%2026-06-302026-08-07

ECL ECOLAB INC110 shares0.00%2026-06-302026-08-07

H HYATT HOTELS152 shares0.00%2026-06-302026-08-07

MO ALTRIA GROUP405 shares1.00%2026-06-302026-08-07

SBUX STARBUCKS CORP285 shares0.35%2026-06-302026-08-07

Sponsored

INCO COLUMBIA INDIA480 shares0.00%2026-06-302026-08-07

KNG FIRST TRUST564 shares-63.06%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS664 shares-0.45%2026-06-302026-08-07

IBIT ISHARES BITCOIN812 shares0.00%2026-06-302026-08-07

SHOP SHOPIFY INC227 shares0.00%2026-06-302026-08-07

TMFC MOTLEY FOOL338 shares0.00%2026-06-302026-08-07

APPLOVIN CORP APPLOVIN CORP50 shares0.00%2026-06-302026-08-07

VGT VANGUARD INFORMATION214 shares692.59%2026-06-302026-08-07

Sponsored

CRM SALESFORCE INC162 shares0.00%2026-06-302026-08-07

SPTS STATE STREET860 shares-76.33%2026-06-302026-08-07

VTEC VANGUARD TAX247 shares22.89%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP25 shares47.06%2026-06-302026-08-07

FXZ FIRST TRUST306 shares0.00%2026-06-302026-08-07

BIIB BIOGEN INC106 shares0.00%2026-06-302026-08-07

CMG CHIPOTLE MEXICAN649 shares0.00%2026-06-302026-08-07

RGEN REPLIGEN CORP160 shares0.00%2026-06-302026-08-07

Sponsored

SPLV INVESCO S&P290 shares0.00%2026-06-302026-08-07

DMLP DORCHESTER MINERALS855 shares0.00%2026-06-302026-08-07

RTX CORP RTX CORP114 shares0.88%2026-06-302026-08-07

VTHR VANGUARD RUSSELL63 shares0.00%2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY70 shares0.00%2026-06-302026-08-07

OXY OCCIDENTAL PETROLEUM413 shares0.49%2026-06-302026-08-07

LEN LENNAR CORP220 shares0.00%2026-06-302026-08-07

WAB WABTEC73 shares0.00%2026-06-302026-08-07

Sponsored

ACR ACRES COMMERCIAL1.1K shares0.00%2026-06-302026-08-07

HLN HALEON PLC2.0K shares1.40%2026-06-302026-08-07

PM PHILIP MORRIS102 shares0.99%2026-06-302026-08-07

IJJ ISHARES S&P124 sharesnew addition2026-06-302026-08-07

CORTEVA INC CORTEVA INC217 shares0.00%2026-06-302026-08-07

APLD APPLIED DIGITAL492 shares0.00%2026-06-302026-08-07

LMT LOCKHEED MARTIN34 shares47.83%2026-06-302026-08-07

HOG HARLEY DAVIDSON672 shares0.75%2026-06-302026-08-07

Sponsored

IGM ISHARES EXPANDED100 shares0.00%2026-06-302026-08-07

PALANTIR TECHNOLOGIES PALANTIR TECHNOLOGIES135 shares117.74%2026-06-302026-08-07

POR PORTLAND GENERAL300 shares0.00%2026-06-302026-08-07

FE FIRSTENERGY CORP323 shares0.00%2026-06-302026-08-07

FV FIRST TRUST201 shares0.00%2026-06-302026-08-07

IEMG ISHARES CORE182 sharesnew addition2026-06-302026-08-07

MEDTRONIC PLC MEDTRONIC PLC181 shares1.12%2026-06-302026-08-07

MASTERCARD INC MASTERCARD INC27 shares0.00%2026-06-302026-08-07

Sponsored

BROADCOM INC BROADCOM INC37 shares0.00%2026-06-302026-08-07

BKR BAKER HUGHES252 shares0.40%2026-06-302026-08-07

XLE STATE STREET254 sharesnew addition2026-06-302026-08-07

AWK AMERICAN WATER100 shares0.00%2026-06-302026-08-07

SNOWFLAKE INC SNOWFLAKE INC50 shares0.00%2026-06-302026-08-07

DUK DUKE ENERGY100 shares0.00%2026-06-302026-08-07

RGLD ROYAL GOLD62 shares0.00%2026-06-302026-08-07

PLUG PLUG POWER4.6K shares0.00%2026-06-302026-08-07

Sponsored

LOW LOWES COMPANIES55 shares0.00%2026-06-302026-08-07

CAVA CAVA GROUP154 shares0.00%2026-06-302026-08-07

VAW VANGUARD MATERIALS52 shares0.00%2026-06-302026-08-07

RBA RB GLOBAL100 shares0.00%2026-06-302026-08-07

UNITEDHEALTH GROUP UNITEDHEALTH GROUP28 shares0.00%2026-06-302026-08-07

KNF KNIFE RIVER137 shares0.00%2026-06-302026-08-07

ENB ENBRIDGE INC206 shares0.00%2026-06-302026-08-07

GILD GILEAD SCIENCES87 shares0.00%2026-06-302026-08-07

Sponsored

PFG PRINCIPAL FINANCIAL100 shares0.00%2026-06-302026-08-07

MEDP MEDPACE HOLDINGS20 shares0.00%2026-06-302026-08-07

IWM ISHARES RUSSELL34 shares0.00%2026-06-302026-08-07

SPHY STATE STREET437 shares1.86%2026-06-302026-08-07

NVO NOVO NORDISK200 shares0.00%2026-06-302026-08-07

BR BROADRIDGE FINANCIAL70 shares0.00%2026-06-302026-08-07

VGSH VANGUARD SHORT155 shares0.00%2026-06-302026-08-07

SLM SLM CORP336 shares0.00%2026-06-302026-08-07

Sponsored

SPBO STATE STREET299 shares1.36%2026-06-302026-08-07

HONEYWELL INTL HONEYWELL INTL39 sharesnew addition2026-06-302026-08-07

KO COCA COLA COMPANY105 shares0.00%2026-06-302026-08-07

HONEYWELL AEROSPACE HONEYWELL AEROSPACE38 sharesnew addition2026-06-302026-08-07

Q QNITY ELECTRONICS51 shares0.00%2026-06-302026-08-07

TT TRANE TECHNOLOGIES16 sharesnew addition2026-06-302026-08-07

CHMG CHEMUNG FINANCIAL105 shares0.00%2026-06-302026-08-07

INSULET CORP INSULET CORP50 shares0.00%2026-06-302026-08-07

Sponsored

KEY KEYCORP NEW324 shares0.00%2026-06-302026-08-07

AMT AMERICAN TOWER45 shares-74.29%2026-06-302026-08-07

E L F BEAUTY E L F BEAUTY100 shares0.00%2026-06-302026-08-07

VANECK GOLD VANECK GOLD98 shares28.95%2026-06-302026-08-07

GLD SPDR GOLD20 shares0.00%2026-06-302026-08-07

PHO INVESCO WATER100 shares0.00%2026-06-302026-08-07

IHAK ISHARES CYBERSECURITY112 shares27.27%2026-06-302026-08-07

NBIS NEBIUS GROUP24 sharesnew addition2026-06-302026-08-07

Sponsored

TTD TRADE DESK360 shares0.00%2026-06-302026-08-07

IFF INTL FLAVOR & FRAGRANCE81 shares0.00%2026-06-302026-08-07

BE BLOOM ENERGY21 shares0.00%2026-06-302026-08-07

SE SEA LTD65 shares0.00%2026-06-302026-08-07

DOW DOW INC217 shares0.00%2026-06-302026-08-07

JBLU JETBLUE AIRWAYS1.0K shares0.00%2026-06-302026-08-07

HXL HEXCEL CORP NEW57 shares0.00%2026-06-302026-08-07

INCY INCYTE CORP50 shares0.00%2026-06-302026-08-07

Sponsored

EBAY EBAY INC50 shares0.00%2026-06-302026-08-07

MCD MCDONALDS CORP20 sharesnew addition2026-06-302026-08-07

RBLX ROBLOX CORP100 shares0.00%2026-06-302026-08-07

ALIBABA GROUP ALIBABA GROUP54 shares0.00%2026-06-302026-08-07

VOE VANGUARD MID26 sharesnew addition2026-06-302026-08-07

NUE NUCOR CORP23 shares0.00%2026-06-302026-08-07

DECK DECKERS OUTDOOR48 shares0.00%2026-06-302026-08-07

SCHX SCHWAB US161 shares0.00%2026-06-302026-08-07

Sponsored

CARR CARRIER GLOBAL63 shares0.00%2026-06-302026-08-07

DUPONT DE DUPONT DE34 sharesnew addition2026-06-302026-08-07

GBTC GRAYSCALE BITCOIN100 shares0.00%2026-06-302026-08-07

DOCU DOCUSIGN INC100 shares0.00%2026-06-302026-08-07

C CITIGROUP INC30 shares0.00%2026-06-302026-08-07

VTEB VANGUARD MUNICIPAL81 shares0.00%2026-06-302026-08-07

HPE HEWLETT PACKARD91 shares1.11%2026-06-302026-08-07

IWF ISHARES RUSSELL32 shares300.00%2026-06-302026-08-07

Sponsored

SMH VANECK SEMICONDUCTOR6 shares0.00%2026-06-302026-08-07

BP BP PLC106 shares0.00%2026-06-302026-08-07

HOOD ROBINHOOD MARKETS38 shares0.00%2026-06-302026-08-07

AIG AMERICAN INTL50 shares0.00%2026-06-302026-08-07

COIN COINBASE GLOBAL25 shares0.00%2026-06-302026-08-07

ZM ZOOM COMMUNICATIONS40 shares0.00%2026-06-302026-08-07

DKNG DRAFTKINGS INC136 shares0.00%2026-06-302026-08-07

MRP MILLROSE PPTYS112 shares0.00%2026-06-302026-08-07

Sponsored

CVS CVS HEALTH30 shares0.00%2026-06-302026-08-07

RF REGIONS FINANCIAL97 shares0.00%2026-06-302026-08-07

FNDE SCHWAB FUNDAMENTAL74 shares1.37%2026-06-302026-08-07

IJS ISHARES S&P21 sharesnew addition2026-06-302026-08-07

NAVI NAVIENT CORP336 shares0.00%2026-06-302026-08-07

UNITY SOFTWARE UNITY SOFTWARE100 shares0.00%2026-06-302026-08-07

CCL CARNIVAL CORP100 sharesnew addition2026-06-302026-08-07

VTRS VIATRIS INC177 shares0.57%2026-06-302026-08-07

Sponsored

SCHA SCHWAB US77 shares0.00%2026-06-302026-08-07

SNDA SONIDA SENIOR68 shares0.00%2026-06-302026-08-07

JBTM JBT MAREL19 shares0.00%2026-06-302026-08-07

ENVIRI CORP ENVIRI CORP125 sharesnew addition2026-06-302026-08-07

SCHP SCHWAB US102 shares0.99%2026-06-302026-08-07

FNDF SCHWAB FUNDAMENTAL49 shares0.00%2026-06-302026-08-07

SCHM SCHWAB US66 shares0.00%2026-06-302026-08-07

MU MICRON TECHNOLOGY2 shares-75.00%2026-06-302026-08-07

Sponsored

SOLS SOLSTICE ADVANCED26 shares0.00%2026-06-302026-08-07

OTIS OTIS WORLDWIDE32 shares3.23%2026-06-302026-08-07

RIVIAN AUTOMOTIVE RIVIAN AUTOMOTIVE129 shares0.00%2026-06-302026-08-07

HPQ HP INC99 shares2.06%2026-06-302026-08-07

FNDA SCHWAB FUNDAMENTAL56 shares0.00%2026-06-302026-08-07

XRT STATE STREET24 shares0.00%2026-06-302026-08-07

UNIT UNITI GROUP183 shares0.00%2026-06-302026-08-07

SPIP STATE STREET75 shares1.35%2026-06-302026-08-07

Sponsored

SCHF SCHWAB INTL64 shares1.59%2026-06-302026-08-07

NDAQ NASDAQ INC21 shares0.00%2026-06-302026-08-07

FNDC SCHWAB FUNDAMENTAL34 shares0.00%2026-06-302026-08-07

EWY ISHARES MSCI8 shares-33.33%2026-06-302026-08-07

CNO CNO FINANCIAL31 shares0.00%2026-06-302026-08-07

DJT TRUMP MEDIA200 shares0.00%2026-06-302026-08-07

DOMINION ENERGY DOMINION ENERGY22 shares0.00%2026-06-302026-08-07

374WATER INC 374WATER INC750 shares0.00%2026-06-302026-08-07

Sponsored

KFRC KFORCE INC30 shares0.00%2026-06-302026-08-07

BHF BRIGHTHOUSE FINANCIAL21 shares0.00%2026-06-302026-08-07

SWIM LATHAM GROUP200 shares0.00%2026-06-302026-08-07

FMC FMC CORP106 shares0.00%2026-06-302026-08-07

HII HUNTINGTON INGALLS4 sharesnew addition2026-06-302026-08-07

TOTL STATE STREET26 shares0.00%2026-06-302026-08-07

CMCSA COMCAST CORP42 shares0.00%2026-06-302026-08-07

SCHE SCHWAB EMERGING28 shares0.00%2026-06-302026-08-07

Sponsored

IXJ ISHARES GLOBAL10 shares0.00%2026-06-302026-08-07

CSGP COSTAR GROUP INC35 shares0.00%2026-06-302026-08-07

SCHC SCHWAB INTL18 shares5.88%2026-06-302026-08-07

ABTC AMERICAN BITCOIN1.1K shares0.00%2026-06-302026-08-07

NLR VANECK URANIUM6 shares-79.31%2026-06-302026-08-07

NYCB FLAGSTAR BANK49 shares-97.14%2026-06-302026-08-07

SPDR GOLD SPDR GOLD9 shares0.00%2026-06-302026-08-07

FITE STATE STREET6 shares0.00%2026-06-302026-08-07

Sponsored

AEROVIRONMENT INC AEROVIRONMENT INC4 shares0.00%2026-06-302026-08-07

MET METLIFE INC8 shares0.00%2026-06-302026-08-07

CI CIGNA GROUP2 shares0.00%2026-06-302026-08-07

EFV ISHARES MSCI7 shares0.00%2026-06-302026-08-07

KD KYNDRYL HOLDINGS48 shares0.00%2026-06-302026-08-07

BTC GRAYSCALE BITCOIN20 shares0.00%2026-06-302026-08-07

KTOS KRATOS DEFENSE10 shares0.00%2026-06-302026-08-07

EMTL STATE STREET11 shares0.00%2026-06-302026-08-07

Sponsored

SNPS SYNOPSYS INC1 shares0.00%2026-06-302026-08-07

VNQI VANGUARD GLOBAL9 shares0.00%2026-06-302026-08-07

LEN.B LENNAR CORP4 shares0.00%2026-06-302026-08-07

SCHH SCHWAB US14 shares0.00%2026-06-302026-08-07

FBRT FRANKLIN BSP33 sharesnew addition2026-06-302026-08-07

AVA AVISTA CORP5 shares0.00%2026-06-302026-08-07

TLH ISHARES 10-20YR2 shares0.00%2026-06-302026-08-07

OGN ORGANON & CO12 shares0.00%2026-06-302026-08-07

Sponsored

BANCO SANTANDER BANCO SANTANDER10 shares0.00%2026-06-302026-08-07

NORTHERN OIL NORTHERN OIL4 shares0.00%2026-06-302026-08-07

BLNK BLINK CHARGING100 shares0.00%2026-06-302026-08-07

SIRI SIRIUSXM HOLDINGS2 shares0.00%2026-06-302026-08-07

SPCE VIRGIN GALACTIC22 shares0.00%2026-06-302026-08-07

SLNH SOLUNA HOLDINGS42 shares0.00%2026-06-302026-08-07

RIOT RIOT PLATFORMS2 shares0.00%2026-06-302026-08-07

DXC DXC TECHNOLOGY5 shares0.00%2026-06-302026-08-07

Sponsored

NATL NCR ATLEOS1 shares0.00%2026-06-302026-08-07

VSNT VERSANT MEDIA1 shares0.00%2026-06-302026-08-07

BYND BEYOND MEAT45 shares-97.56%2026-06-302026-08-07

REE REE AUTOMOTIVE165 shares0.00%2026-06-302026-08-07

VYX NCR VOYIX3 shares0.00%2026-06-302026-08-07

LAC LITHIUM AMERS3 shares0.00%2026-06-302026-08-07

JMST JPMORGANN/A sharesnew addition2026-06-302026-08-07

IXUS

ISHARES CORE

New

Shares397.6K

Event2026-06-30

Filed2026-08-07

SPYG

STATE STREET

158.15%

Shares246.2K

Event2026-06-30

Filed2026-08-07

MGV

VANGUARD MEGA

2.87%

Shares179.2K

Event2026-06-30

Filed2026-08-07

GPIX

GOLDMAN SACHS

6.45%

Shares396.4K

Event2026-06-30

Filed2026-08-07

JHMM

JOHN HANCOCK

33.63%

Shares282.6K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY TOTAL

10.20%

Shares347.1K

Event2026-06-30

Filed2026-08-07

BBIN

JPMORGAN BETABUILDERS

6.22%

Shares157.6K

Event2026-06-30

Filed2026-08-07

QQQM

INVESCO NASDAQ

33.62%

Shares30.6K

Event2026-06-30

Filed2026-08-07

VLU

STATE STREET

4.30%

Shares37.9K

Event2026-06-30

Filed2026-08-07

SPLB

STATE STREET

6.17%

Shares399.4K

Event2026-06-30

Filed2026-08-07

ANGL

VANECK FALLEN

6.64%

Shares299.4K

Event2026-06-30

Filed2026-08-07

RDVY

FIRST TRUST

8.69%

Shares77.7K

Event2026-06-30

Filed2026-08-07

GRID

FIRST TRUST

8.01%

Shares30.9K

Event2026-06-30

Filed2026-08-07

SLYG

STATE STREET

2.01%

Shares46.9K

Event2026-06-30

Filed2026-08-07

BIV

VANGUARD INTERMEDIATE

-1.60%

Shares47.6K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD TOTAL

11.72%

Shares37.4K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

0.81%

Shares8.3K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD VALUE

9.34%

Shares8.4K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD GROWTH

416.63%

Shares18.8K

Event2026-06-30

Filed2026-08-07

GPIQ

GOLDMAN SACHS

8.07%

Shares26.6K

Event2026-06-30

Filed2026-08-07

VANGUARD SMALL

4.02%

Shares4.8K

Event2026-06-30

Filed2026-08-07

MGK

VANGUARD MEGA

412.02%

Shares15.7K

Event2026-06-30

Filed2026-08-07

IUSG

ISHARES S&P

0.11%

Shares7.0K

Event2026-06-30

Filed2026-08-07

VANGUARD TOTAL

-4.40%

Shares3.4K

Event2026-06-30

Filed2026-08-07

SLYV

STATE STREET

-7.08%

Shares11.1K

Event2026-06-30

Filed2026-08-07

SPYV

STATE STREET

-12.68%

Shares19.6K

Event2026-06-30

Filed2026-08-07

STATE STREET

-1.56%

Shares1.5K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORP

12.06%

Shares5.5K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-0.45%

Shares2.9K

Event2026-06-30

Filed2026-08-07

IDEV

ISHARES CORE

1.49%

Shares11.3K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB US

-4.53%

Shares29.8K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD S&P

-2.19%

Shares1.3K

Event2026-06-30

Filed2026-08-07

VANGUARD MID

349.43%

Shares10.6K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA

-0.42%

Shares712

Event2026-06-30

Filed2026-08-07

META PLATFORMS

2.17%

Shares1.3K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

2.02%

Shares1.9K

Event2026-06-30

Filed2026-08-07

OMFS

INVESCO RUSSELL

0.20%

Shares12.9K

Event2026-06-30

Filed2026-08-07

SPSM

STATE STREET

9.60%

Shares11.6K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

-8.22%

Shares4.3K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM

3.83%

Shares2.5K

Event2026-06-30

Filed2026-08-07

MUNY

VANGUARD NY

12.75%

Shares5.6K

Event2026-06-30

Filed2026-08-07

NOBL

PROSHARES S&P

94.37%

Shares10.2K

Event2026-06-30

Filed2026-08-07

ISHARES CORE

109.47%

Shares752

Event2026-06-30

Filed2026-08-07

JSMD

JANUS DETROIT

-0.58%

Shares5.3K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

CEF

SPROTT PHYSICAL

0.00%

Shares12.1K

Event2026-06-30

Filed2026-08-07

VISA INC

2.09%

Shares1.3K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE

49.15%

Shares1.3K

Event2026-06-30

Filed2026-08-07

OMFL

INVESCO RUSSELL

-12.74%

Shares6.3K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

0.06%

Shares1.6K

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD SMALL

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

4.13%

Shares932

Event2026-06-30

Filed2026-08-07

CONSOLIDATED EDISON

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ

111.40%

Shares482

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

6.34%

Shares956

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD SMALL

66.67%

Shares1.8K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL

-3.91%

Shares2.4K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

0.33%

Shares303

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-07

NGG

NATIONAL GRID

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO

0.00%

Shares820

Event2026-06-30

Filed2026-08-07

VDC

VANGUARD CONSUMER

45.98%

Shares1.2K

Event2026-06-30

Filed2026-08-07

VCSH

VANGUARD SHORT

-16.30%

Shares3.2K

Event2026-06-30

Filed2026-08-07

TRST

TRUSTCO BANK

0.68%

Shares4.5K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY

0.00%

Shares202

Event2026-06-30

Filed2026-08-07

NYF

ISHARES NEW YORK

-2.03%

Shares4.4K

Event2026-06-30

Filed2026-08-07

AT&T INC

0.00%

Shares11.2K

Event2026-06-30

Filed2026-08-07

BOEING COMPANY

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

VTWG

VANGUARD RUSSELL

0.00%

Shares776

Event2026-06-30

Filed2026-08-07

VGUS

VANGUARD ULTRA

4.60%

Shares2.9K

Event2026-06-30

Filed2026-08-07

FTNY

PUTNAM FRANKLIN

-6.17%

Shares26.3K

Event2026-06-30

Filed2026-08-07

FTLS

FIRST TRUST

0.04%

Shares2.8K

Event2026-06-30

Filed2026-08-07

VSDM

VANGUARD SHORT

0.80%

Shares2.6K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

5.56%

Shares1.6K

Event2026-06-30

Filed2026-08-07

SPACE EXPLORATION

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

SPSB

STATE STREET

3.42%

Shares5.9K

Event2026-06-30

Filed2026-08-07

VTES

VANGUARD SHORT

13.76%

Shares1.8K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE

4.05%

Shares180

Event2026-06-30

Filed2026-08-07

STATE STREET

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

LHX

L3HARRIS TECHNOLOGIES

-8.00%

Shares575

Event2026-06-30

Filed2026-08-07

RECS

COLUMBIA RESEARCH

-31.31%

Shares3.8K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-0.17%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ESGV

VANGUARD ESG

-19.12%

Shares1.1K

Event2026-06-30

Filed2026-08-07

QTUM

DEFIANCE QUANTUM

54.69%

Shares891

Event2026-06-30

Filed2026-08-07

CGUI

CAPITAL GROUP

New

Shares5.8K

Event2026-06-30

Filed2026-08-07

FXA

INVESCO CURRENCYSHARES

15.73%

Shares2.1K

Event2026-06-30

Filed2026-08-07

SPDW

STATE STREET

0.60%

Shares2.9K

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD INTERMEDIATE

-5.08%

Shares1.7K

Event2026-06-30

Filed2026-08-07

YUM

YUM BRANDS INC

0.00%

Shares861

Event2026-06-30

Filed2026-08-07

GSK PLC

0.81%

Shares2.5K

Event2026-06-30

Filed2026-08-07

XLK

STATE STREET

0.00%

Shares680

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HOLDINGS

8.67%

Shares163

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR

0.00%

Shares252

Event2026-06-30

Filed2026-08-07

EIS

ISHARES MSCI

0.00%

Shares980

Event2026-06-30

Filed2026-08-07

DIA

STATE STREET

88.24%

Shares224

Event2026-06-30

Filed2026-08-07

GFS

GLOBALFOUNDRIES INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTL

0.00%

Shares296

Event2026-06-30

Filed2026-08-07

LPLA

LPL FINANCIAL

35.09%

Shares385

Event2026-06-30

Filed2026-08-07

FORD MOTOR

0.09%

Shares7.7K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO

20.67%

Shares181

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES CORE

855.22%

Shares640

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

JPMORGAN

-9.17%

Shares1.7K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORP

0.00%

Shares324

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS

0.34%

Shares294

Event2026-06-30

Filed2026-08-07

INDA

ISHARES MSCI

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

EQWL

INVESCO S&P

0.00%

Shares762

Event2026-06-30

Filed2026-08-07

FTEC

FIDELITY MSCI

294.70%

Shares521

Event2026-06-30

Filed2026-08-07

RWR

STATE STREET

New

Shares847

Event2026-06-30

Filed2026-08-07

ROYAL CARIBBEAN

0.00%

Shares300

Event2026-06-30

Filed2026-08-07

SPEM

STATE STREET

New

Shares1.8K

Event2026-06-30

Filed2026-08-07

VOLT

TEMA ELECTRIFICATION

New

Shares2.2K

Event2026-06-30

Filed2026-08-07

NETFLIX INC

3.73%

Shares1.3K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-50.68%

Shares365

Event2026-06-30

Filed2026-08-07

LNT

ALLIANT ENERGY

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

0.00%

Shares350

Event2026-06-30

Filed2026-08-07

HYMB

STATE STREET

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-07

KVUE

KENVUE INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELECTRIC

0.00%

Shares634

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

0.00%

Shares650

Event2026-06-30

Filed2026-08-07

GSST

GOLDMAN SACHS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

ARK INNOVATION

0.00%

Shares998

Event2026-06-30

Filed2026-08-07

SPMD

STATE STREET

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES S&P

0.00%

Shares567

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD REAL

0.13%

Shares793

Event2026-06-30

Filed2026-08-07

IEF

ISHARES 7-10YR

1.00%

Shares805

Event2026-06-30

Filed2026-08-07

LOEWS CORP

0.00%

Shares665

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORP

0.00%

Shares434

Event2026-06-30

Filed2026-08-07

IJH

ISHARES CORE

152.20%

Shares918

Event2026-06-30

Filed2026-08-07

WBD

WARNER BROS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

HLT

HILTON WORLDWIDE

0.00%

Shares213

Event2026-06-30

Filed2026-08-07

FTNT

FORTINET INC

0.00%

Shares452

Event2026-06-30

Filed2026-08-07

IBM

INTL BUSINESS

0.00%

Shares243

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD HIGH

0.24%

Shares419

Event2026-06-30

Filed2026-08-07

VUSB

VANGUARD ULTRA

-44.10%

Shares1.3K

Event2026-06-30

Filed2026-08-07

BANK NEW YORK

0.00%

Shares452

Event2026-06-30

Filed2026-08-07

ROBT

FIRST TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

38.46%

Shares180

Event2026-06-30

Filed2026-08-07

VANGUARD RUSSELL

0.00%

Shares517

Event2026-06-30

Filed2026-08-07

MFC

MANULIFE FINANCIAL

-6.90%

Shares1.5K

Event2026-06-30

Filed2026-08-07

VSGX

VANGUARD ESG

15.97%

Shares726

Event2026-06-30

Filed2026-08-07

IJR

ISHARES CORE

287.25%

Shares395

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD ALL WORLD

2.95%

Shares698

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY

0.61%

Shares663

Event2026-06-30

Filed2026-08-07

XCEM

COLUMBIA EM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

FVD

FIRST TRUST

0.59%

Shares1.2K

Event2026-06-30

Filed2026-08-07

JPLD

JPMORGAN LTD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

FNDX

SCHWAB FUNDAMENTAL

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

GEHC

GE HEALTHCARE

-0.46%

Shares861

Event2026-06-30

Filed2026-08-07

HOME DEPOT

0.00%

Shares156

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN

0.47%

Shares1.7K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

0.77%

Shares523

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

0.00%

Shares150

Event2026-06-30

Filed2026-08-07

NVMI

NOVA LTD

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

CFG

CITIZENS FINANCIAL

New

Shares771

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

DAL

DELTA AIRLINES

0.00%

Shares566

Event2026-06-30

Filed2026-08-07

XSHD

INVESCO S&P

-6.50%

Shares3.7K

Event2026-06-30

Filed2026-08-07

VTEI

VANGUARD MUN

0.79%

Shares512

Event2026-06-30

Filed2026-08-07

PRU

PRUDENTIAL FINANCIAL

0.42%

Shares476

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

0.00%

Shares67

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS

0.00%

Shares50

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

0.60%

Shares1.9K

Event2026-06-30

Filed2026-08-07

XLP

STATE STREET

3.07%

Shares538

Event2026-06-30

Filed2026-08-07

IVE

ISHARES S&P

0.00%

Shares193

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

0.78%

Shares258

Event2026-06-30

Filed2026-08-07

REGN

REGENERON PHARMACEUTICAL

0.00%

Shares69

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES

0.00%

Shares561

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL

0.00%

Shares375

Event2026-06-30

Filed2026-08-07

DIS

WALT DISNEY

0.00%

Shares402

Event2026-06-30

Filed2026-08-07

CURTISS WRIGHT CORP DE

0.00%

Shares50

Event2026-06-30

Filed2026-08-07

OEF

ISHARES S&P

586.67%

Shares103

Event2026-06-30

Filed2026-08-07

WEYERHAEUSER CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

LUV

SOUTHWEST AIRLINES

0.00%

Shares722

Event2026-06-30

Filed2026-08-07

VRT

VERTIV HOLDINGS

0.00%

Shares107

Event2026-06-30

Filed2026-08-07

FDL

FIRST TRUST

0.00%

Shares730

Event2026-06-30

Filed2026-08-07

ABNB

AIRBNB INC

0.00%

Shares240

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-22.64%

Shares229

Event2026-06-30

Filed2026-08-07

JETS

U S GLOBAL

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

ISHARES CORE

122.08%

Shares342

Event2026-06-30

Filed2026-08-07

YUMC

YUM CHINA

0.00%

Shares806

Event2026-06-30

Filed2026-08-07

BAC

BANK AMERICA

0.00%

Shares567

Event2026-06-30

Filed2026-08-07

MRK

MERCK & COMPANY

400.00%

Shares250

Event2026-06-30

Filed2026-08-07

AGNC INVESTMENT

3.45%

Shares2.9K

Event2026-06-30

Filed2026-08-07

LABCORP HOLDINGS

0.00%

Shares114

Event2026-06-30

Filed2026-08-07

HDB

HDFC BANK

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

CISCO SYSTEMS

0.00%

Shares263

Event2026-06-30

Filed2026-08-07

ECL

ECOLAB INC

0.00%

Shares110

Event2026-06-30

Filed2026-08-07

HYATT HOTELS

0.00%

Shares152

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP

1.00%

Shares405

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

0.35%

Shares285

Event2026-06-30

Filed2026-08-07

INCO

COLUMBIA INDIA

0.00%

Shares480

Event2026-06-30

Filed2026-08-07

KNG

FIRST TRUST

-63.06%

Shares564

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS

-0.45%

Shares664

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN

0.00%

Shares812

Event2026-06-30

Filed2026-08-07

SHOP

SHOPIFY INC

0.00%

Shares227

Event2026-06-30

Filed2026-08-07

TMFC

MOTLEY FOOL

0.00%

Shares338

Event2026-06-30

Filed2026-08-07

APPLOVIN CORP

0.00%

Shares50

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD INFORMATION

692.59%

Shares214

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

0.00%

Shares162

Event2026-06-30

Filed2026-08-07

SPTS

STATE STREET

-76.33%

Shares860

Event2026-06-30

Filed2026-08-07

VTEC

VANGUARD TAX

22.89%

Shares247

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

47.06%

Shares25

Event2026-06-30

Filed2026-08-07

FXZ

FIRST TRUST

0.00%

Shares306

Event2026-06-30

Filed2026-08-07

BIIB

BIOGEN INC

0.00%

Shares106

Event2026-06-30

Filed2026-08-07

CMG

CHIPOTLE MEXICAN

0.00%

Shares649

Event2026-06-30

Filed2026-08-07

RGEN

REPLIGEN CORP

0.00%

Shares160

Event2026-06-30

Filed2026-08-07

SPLV

INVESCO S&P

0.00%

Shares290

Event2026-06-30

Filed2026-08-07

DMLP

DORCHESTER MINERALS

0.00%

Shares855

Event2026-06-30

Filed2026-08-07

RTX CORP

0.88%

Shares114

Event2026-06-30

Filed2026-08-07

VTHR

VANGUARD RUSSELL

0.00%

Shares63

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY

0.00%

Shares70

Event2026-06-30

Filed2026-08-07

OXY

OCCIDENTAL PETROLEUM

0.49%

Shares413

Event2026-06-30

Filed2026-08-07

LEN

LENNAR CORP

0.00%

Shares220

Event2026-06-30

Filed2026-08-07

WAB

WABTEC

0.00%

Shares73

Event2026-06-30

Filed2026-08-07

ACR

ACRES COMMERCIAL

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

HLN

HALEON PLC

1.40%

Shares2.0K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS

0.99%

Shares102

Event2026-06-30

Filed2026-08-07

IJJ

ISHARES S&P

New

Shares124

Event2026-06-30

Filed2026-08-07

CORTEVA INC

0.00%

Shares217

Event2026-06-30

Filed2026-08-07

APLD

APPLIED DIGITAL

0.00%

Shares492

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN

47.83%

Shares34

Event2026-06-30

Filed2026-08-07

HOG

HARLEY DAVIDSON

0.75%

Shares672

Event2026-06-30

Filed2026-08-07

IGM

ISHARES EXPANDED

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES

117.74%

Shares135

Event2026-06-30

Filed2026-08-07

POR

PORTLAND GENERAL

0.00%

Shares300

Event2026-06-30

Filed2026-08-07

FIRSTENERGY CORP

0.00%

Shares323

Event2026-06-30

Filed2026-08-07

FIRST TRUST

0.00%

Shares201

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES CORE

New

Shares182

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

1.12%

Shares181

Event2026-06-30

Filed2026-08-07

MASTERCARD INC

0.00%

Shares27

Event2026-06-30

Filed2026-08-07

BROADCOM INC

0.00%

Shares37

Event2026-06-30

Filed2026-08-07

BKR

BAKER HUGHES

0.40%

Shares252

Event2026-06-30

Filed2026-08-07

XLE

STATE STREET

New

Shares254

Event2026-06-30

Filed2026-08-07

AWK

AMERICAN WATER

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

SNOWFLAKE INC

0.00%

Shares50

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

RGLD

ROYAL GOLD

0.00%

Shares62

Event2026-06-30

Filed2026-08-07

PLUG

PLUG POWER

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COMPANIES

0.00%

Shares55

Event2026-06-30

Filed2026-08-07

CAVA

CAVA GROUP

0.00%

Shares154

Event2026-06-30

Filed2026-08-07

VAW

VANGUARD MATERIALS

0.00%

Shares52

Event2026-06-30

Filed2026-08-07

RBA

RB GLOBAL

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP

0.00%

Shares28

Event2026-06-30

Filed2026-08-07

KNF

KNIFE RIVER

0.00%

Shares137

Event2026-06-30

Filed2026-08-07

ENB

ENBRIDGE INC

0.00%

Shares206

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES

0.00%

Shares87

Event2026-06-30

Filed2026-08-07

PFG

PRINCIPAL FINANCIAL

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

MEDP

MEDPACE HOLDINGS

0.00%

Shares20

Event2026-06-30

Filed2026-08-07

IWM

ISHARES RUSSELL

0.00%

Shares34

Event2026-06-30

Filed2026-08-07

SPHY

STATE STREET

1.86%

Shares437

Event2026-06-30

Filed2026-08-07

NVO

NOVO NORDISK

0.00%

Shares200

Event2026-06-30

Filed2026-08-07

BROADRIDGE FINANCIAL

0.00%

Shares70

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SHORT

0.00%

Shares155

Event2026-06-30

Filed2026-08-07

SLM

SLM CORP

0.00%

Shares336

Event2026-06-30

Filed2026-08-07

SPBO

STATE STREET

1.36%

Shares299

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL

New

Shares39

Event2026-06-30

Filed2026-08-07

COCA COLA COMPANY

0.00%

Shares105

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE

New

Shares38

Event2026-06-30

Filed2026-08-07

QNITY ELECTRONICS

0.00%

Shares51

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES

New

Shares16

Event2026-06-30

Filed2026-08-07

CHMG

CHEMUNG FINANCIAL

0.00%

Shares105

Event2026-06-30

Filed2026-08-07

INSULET CORP

0.00%

Shares50

Event2026-06-30

Filed2026-08-07

KEY

KEYCORP NEW

0.00%

Shares324

Event2026-06-30

Filed2026-08-07

AMT

AMERICAN TOWER

-74.29%

Shares45

Event2026-06-30

Filed2026-08-07

E L F BEAUTY

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

VANECK GOLD

28.95%

Shares98

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD

0.00%

Shares20

Event2026-06-30

Filed2026-08-07

PHO

INVESCO WATER

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

IHAK

ISHARES CYBERSECURITY

27.27%

Shares112

Event2026-06-30

Filed2026-08-07

NBIS

NEBIUS GROUP

New

Shares24

Event2026-06-30

Filed2026-08-07

TTD

TRADE DESK

0.00%

Shares360

Event2026-06-30

Filed2026-08-07

IFF

INTL FLAVOR & FRAGRANCE

0.00%

Shares81

Event2026-06-30

Filed2026-08-07

BLOOM ENERGY

0.00%

Shares21

Event2026-06-30

Filed2026-08-07

SEA LTD

0.00%

Shares65

Event2026-06-30

Filed2026-08-07

DOW

DOW INC

0.00%

Shares217

Event2026-06-30

Filed2026-08-07

JBLU

JETBLUE AIRWAYS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

HXL

HEXCEL CORP NEW

0.00%

Shares57

Event2026-06-30

Filed2026-08-07

INCY

INCYTE CORP

0.00%

Shares50

Event2026-06-30

Filed2026-08-07

EBAY

EBAY INC

0.00%

Shares50

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

New

Shares20

Event2026-06-30

Filed2026-08-07

RBLX

ROBLOX CORP

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

ALIBABA GROUP

0.00%

Shares54

Event2026-06-30

Filed2026-08-07

VOE

VANGUARD MID

New

Shares26

Event2026-06-30

Filed2026-08-07

NUE

NUCOR CORP

0.00%

Shares23

Event2026-06-30

Filed2026-08-07

DECK

DECKERS OUTDOOR

0.00%

Shares48

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB US

0.00%

Shares161

Event2026-06-30

Filed2026-08-07

CARR

CARRIER GLOBAL

0.00%

Shares63

Event2026-06-30

Filed2026-08-07

DUPONT DE

New

Shares34

Event2026-06-30

Filed2026-08-07

GBTC

GRAYSCALE BITCOIN

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

DOCU

DOCUSIGN INC

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

0.00%

Shares30

Event2026-06-30

Filed2026-08-07

VTEB

VANGUARD MUNICIPAL

0.00%

Shares81

Event2026-06-30

Filed2026-08-07

HPE

HEWLETT PACKARD

1.11%

Shares91

Event2026-06-30

Filed2026-08-07

IWF

ISHARES RUSSELL

300.00%

Shares32

Event2026-06-30

Filed2026-08-07

SMH

VANECK SEMICONDUCTOR

0.00%

Shares6

Event2026-06-30

Filed2026-08-07

BP PLC

0.00%

Shares106

Event2026-06-30

Filed2026-08-07

HOOD

ROBINHOOD MARKETS

0.00%

Shares38

Event2026-06-30

Filed2026-08-07

AIG

AMERICAN INTL

0.00%

Shares50

Event2026-06-30

Filed2026-08-07

COIN

COINBASE GLOBAL

0.00%

Shares25

Event2026-06-30

Filed2026-08-07

ZOOM COMMUNICATIONS

0.00%

Shares40

Event2026-06-30

Filed2026-08-07

DKNG

DRAFTKINGS INC

0.00%

Shares136

Event2026-06-30

Filed2026-08-07

MRP

MILLROSE PPTYS

0.00%

Shares112

Event2026-06-30

Filed2026-08-07

CVS

CVS HEALTH

0.00%

Shares30

Event2026-06-30

Filed2026-08-07

REGIONS FINANCIAL

0.00%

Shares97

Event2026-06-30

Filed2026-08-07

FNDE

SCHWAB FUNDAMENTAL

1.37%

Shares74

Event2026-06-30

Filed2026-08-07

IJS

ISHARES S&P

New

Shares21

Event2026-06-30

Filed2026-08-07

NAVI

NAVIENT CORP

0.00%

Shares336

Event2026-06-30

Filed2026-08-07

UNITY SOFTWARE

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

CCL

CARNIVAL CORP

New

Shares100

Event2026-06-30

Filed2026-08-07

VTRS

VIATRIS INC

0.57%

Shares177

Event2026-06-30

Filed2026-08-07

SCHA

SCHWAB US

0.00%

Shares77

Event2026-06-30

Filed2026-08-07

SNDA

SONIDA SENIOR

0.00%

Shares68

Event2026-06-30

Filed2026-08-07

JBTM

JBT MAREL

0.00%

Shares19

Event2026-06-30

Filed2026-08-07

ENVIRI CORP

New

Shares125

Event2026-06-30

Filed2026-08-07

SCHP

SCHWAB US

0.99%

Shares102

Event2026-06-30

Filed2026-08-07

FNDF

SCHWAB FUNDAMENTAL

0.00%

Shares49

Event2026-06-30

Filed2026-08-07

SCHM

SCHWAB US

0.00%

Shares66

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY

-75.00%

Shares2

Event2026-06-30

Filed2026-08-07

SOLS

SOLSTICE ADVANCED

0.00%

Shares26

Event2026-06-30

Filed2026-08-07

OTIS

OTIS WORLDWIDE

3.23%

Shares32

Event2026-06-30

Filed2026-08-07

RIVIAN AUTOMOTIVE

0.00%

Shares129

Event2026-06-30

Filed2026-08-07

HPQ

HP INC

2.06%

Shares99

Event2026-06-30

Filed2026-08-07

FNDA

SCHWAB FUNDAMENTAL

0.00%

Shares56

Event2026-06-30

Filed2026-08-07

XRT

STATE STREET

0.00%

Shares24

Event2026-06-30

Filed2026-08-07

UNIT

UNITI GROUP

0.00%

Shares183

Event2026-06-30

Filed2026-08-07

SPIP

STATE STREET

1.35%

Shares75

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB INTL

1.59%

Shares64

Event2026-06-30

Filed2026-08-07

NDAQ

NASDAQ INC

0.00%

Shares21

Event2026-06-30

Filed2026-08-07

FNDC

SCHWAB FUNDAMENTAL

0.00%

Shares34

Event2026-06-30

Filed2026-08-07

EWY

ISHARES MSCI

-33.33%

Shares8

Event2026-06-30

Filed2026-08-07

CNO

CNO FINANCIAL

0.00%

Shares31

Event2026-06-30

Filed2026-08-07

DJT

TRUMP MEDIA

0.00%

Shares200

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY

0.00%

Shares22

Event2026-06-30

Filed2026-08-07

374WATER INC

0.00%

Shares750

Event2026-06-30

Filed2026-08-07

KFRC

KFORCE INC

0.00%

Shares30

Event2026-06-30

Filed2026-08-07

BHF

BRIGHTHOUSE FINANCIAL

0.00%

Shares21

Event2026-06-30

Filed2026-08-07

SWIM

LATHAM GROUP

0.00%

Shares200

Event2026-06-30

Filed2026-08-07

FMC

FMC CORP

0.00%

Shares106

Event2026-06-30

Filed2026-08-07

HII

HUNTINGTON INGALLS

New

Shares4

Event2026-06-30

Filed2026-08-07

TOTL

STATE STREET

0.00%

Shares26

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP

0.00%

Shares42

Event2026-06-30

Filed2026-08-07

SCHE

SCHWAB EMERGING

0.00%

Shares28

Event2026-06-30

Filed2026-08-07

IXJ

ISHARES GLOBAL

0.00%

Shares10

Event2026-06-30

Filed2026-08-07

CSGP

COSTAR GROUP INC

0.00%

Shares35

Event2026-06-30

Filed2026-08-07

SCHC

SCHWAB INTL

5.88%

Shares18

Event2026-06-30

Filed2026-08-07

ABTC

AMERICAN BITCOIN

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

NLR

VANECK URANIUM

-79.31%

Shares6

Event2026-06-30

Filed2026-08-07

NYCB

FLAGSTAR BANK

-97.14%

Shares49

Event2026-06-30

Filed2026-08-07

SPDR GOLD

0.00%

Shares9

Event2026-06-30

Filed2026-08-07

FITE

STATE STREET

0.00%

Shares6

Event2026-06-30

Filed2026-08-07

AEROVIRONMENT INC

0.00%

Shares4

Event2026-06-30

Filed2026-08-07

MET

METLIFE INC

0.00%

Shares8

Event2026-06-30

Filed2026-08-07

CIGNA GROUP

0.00%

Shares2

Event2026-06-30

Filed2026-08-07

EFV

ISHARES MSCI

0.00%

Shares7

Event2026-06-30

Filed2026-08-07

KYNDRYL HOLDINGS

0.00%

Shares48

Event2026-06-30

Filed2026-08-07

BTC

GRAYSCALE BITCOIN

0.00%

Shares20

Event2026-06-30

Filed2026-08-07

KTOS

KRATOS DEFENSE

0.00%

Shares10

Event2026-06-30

Filed2026-08-07

EMTL

STATE STREET

0.00%

Shares11

Event2026-06-30

Filed2026-08-07

SNPS

SYNOPSYS INC

0.00%

Shares1

Event2026-06-30

Filed2026-08-07

VNQI

VANGUARD GLOBAL

0.00%

Shares9

Event2026-06-30

Filed2026-08-07

LEN.B

LENNAR CORP

0.00%

Shares4

Event2026-06-30

Filed2026-08-07

SCHH

SCHWAB US

0.00%

Shares14

Event2026-06-30

Filed2026-08-07

FBRT

FRANKLIN BSP

New

Shares33

Event2026-06-30

Filed2026-08-07

AVA

AVISTA CORP

0.00%

Shares5

Event2026-06-30

Filed2026-08-07

TLH

ISHARES 10-20YR

0.00%

Shares2

Event2026-06-30

Filed2026-08-07

OGN

ORGANON & CO

0.00%

Shares12

Event2026-06-30

Filed2026-08-07

BANCO SANTANDER

0.00%

Shares10

Event2026-06-30

Filed2026-08-07

NORTHERN OIL

0.00%

Shares4

Event2026-06-30

Filed2026-08-07

BLNK

BLINK CHARGING

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

SIRI

SIRIUSXM HOLDINGS

0.00%

Shares2

Event2026-06-30

Filed2026-08-07

SPCE

VIRGIN GALACTIC

0.00%

Shares22

Event2026-06-30

Filed2026-08-07

SLNH

SOLUNA HOLDINGS

0.00%

Shares42

Event2026-06-30

Filed2026-08-07

RIOT

RIOT PLATFORMS

0.00%

Shares2

Event2026-06-30

Filed2026-08-07

DXC

DXC TECHNOLOGY

0.00%

Shares5

Event2026-06-30

Filed2026-08-07

NATL

NCR ATLEOS

0.00%

Shares1

Event2026-06-30

Filed2026-08-07

VSNT

VERSANT MEDIA

0.00%

Shares1

Event2026-06-30

Filed2026-08-07

BYND

BEYOND MEAT

-97.56%

Shares45

Event2026-06-30

Filed2026-08-07

REE

REE AUTOMOTIVE

0.00%

Shares165

Event2026-06-30

Filed2026-08-07

VYX

NCR VOYIX

0.00%

Shares3

Event2026-06-30

Filed2026-08-07

LAC

LITHIUM AMERS

0.00%

Shares3

Event2026-06-30

Filed2026-08-07

JMST

JPMORGAN

New

SharesN/A

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available