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The Analysis of GREENWOOD CAPITAL ASSOCIATES LLC's Holdings & P&L

Currently, GREENWOOD CAPITAL ASSOCIATES LLC holds 284 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in N/A (+13.8K shares, valued at $4.7M), FEOE (+82.9K shares, valued at $4.4M), BOND (+36.8K shares, valued at $3.4M); decreased their positions in MRVL (-26.9K shares, valued at $8.0M), PANW (-20.9K shares, valued at $7.1M), AMD (-7.5K shares, valued at $4.3M); initiated new positions in FEOE (+82.9K shares, valued at $4.4M), BOND (+36.8K shares, valued at $3.4M), BSX (+78.5K shares, valued at $3.4M).

1M P&L

-9.2M-1.07%

3M P&L

+29.3M+3.56%

HY P&L

+86.7M+11.36%

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/A291.5M

34.0%

2Software - Infrastructure43.6M

5.1%

3Consumer Electronics40.5M

4.7%

Top Industries by Stock Count

1N/A74 stocks

29.7%

2Banks - Regional13 stocks

5.2%

3Semiconductors10 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC140.0K shares-0.76%2026-06-302026-07-28

ISHARES TR ISHARES TR53.7K shares-2.82%2026-06-302026-07-28

GOOGL ALPHABET INC92.0K shares-2.32%2026-06-302026-07-28

BBEU J P MORGAN EXCHANGE TRADED F379.7K shares-0.84%2026-06-302026-07-28

MSFT MICROSOFT CORP74.8K shares5.04%2026-06-302026-07-28

AMZN AMAZON COM INC79.9K shares1.34%2026-06-302026-07-28

EMXC ISHARES INC183.5K shares-4.35%2026-06-302026-07-28

DFAX DIMENSIONAL ETF TRUST445.3K shares-3.31%2026-06-302026-07-28

Sponsored

IBM INTERNATIONAL BUSINESS MACHS57.6K shares18.78%2026-06-302026-07-28

IPAC ISHARES TR191.0K shares4.45%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL31.1K shares-0.40%2026-06-302026-07-28

GVI ISHARES TR141.1K shares1.78%2026-06-302026-07-28

ISHARES TR ISHARES TR145.6K shares3.04%2026-06-302026-07-28

LLY ELI LILLY & CO11.7K shares-3.03%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC39.9K shares-34.40%2026-06-302026-07-28

IXUS ISHARES TR137.8K shares-0.41%2026-06-302026-07-28

Sponsored

DFUS DIMENSIONAL ETF TRUST150.8K shares21.73%2026-06-302026-07-28

BROADCOM INC BROADCOM INC32.5K shares2.06%2026-06-302026-07-28

JIRE J P MORGAN EXCHANGE TRADED F139.1K shares6.62%2026-06-302026-07-28

AMGN AMGEN INC30.2K shares-0.90%2026-06-302026-07-28

TXN TEXAS INSTRS INC36.5K shares-24.09%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO31.8K shares-4.20%2026-06-302026-07-28

VGSH VANGUARD SCOTTSDALE FDS166.6K shares0.33%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON38.0K shares-19.48%2026-06-302026-07-28

Sponsored

SPYV SPDR SERIES TRUST154.4K shares12.32%2026-06-302026-07-28

GE GE AEROSPACE24.8K shares5.48%2026-06-302026-07-28

MSI MOTOROLA SOLUTIONS INC22.0K shares45.91%2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC103.6K shares1.46%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC21.6K shares-1.73%2026-06-302026-07-28

REGN REGENERON PHARMACEUTICALS13.9K shares23.20%2026-06-302026-07-28

MAA MID-AMER APT CMNTYS INC59.5K shares-1.45%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC69.2K shares-29.52%2026-06-302026-07-28

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP59.5K shares10.92%2026-06-302026-07-28

UITB VICTORY PORTFOLIOS II173.0K shares5.28%2026-06-302026-07-28

MCD MCDONALDS CORP29.7K shares23.45%2026-06-302026-07-28

QCOM QUALCOMM INC43.3K shares-26.65%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC13.6K shares-35.40%2026-06-302026-07-28

J JACOBS SOLUTIONS INC60.1K shares44.38%2026-06-302026-07-28

VMBS VANGUARD SCOTTSDALE FDS160.1K shares2.99%2026-06-302026-07-28

P EVERPURE INC93.9K shares14.48%2026-06-302026-07-28

Sponsored

MRVL MARVELL TECHNOLOGY INC24.2K shares-52.67%2026-06-302026-07-28

ETN EATON CORP PLC16.8K shares-0.67%2026-06-302026-07-28

HBAN HUNTINGTON BANCSHARES INC399.7K shares-1.89%2026-06-302026-07-28

MS MORGAN STANLEY33.3K shares-20.60%2026-06-302026-07-28

HD HOME DEPOT INC19.5K shares-1.08%2026-06-302026-07-28

IEF ISHARES TR72.0K shares2.16%2026-06-302026-07-28

TJX TJX COS INC NEW44.5K shares-1.15%2026-06-302026-07-28

KO COCA COLA CO81.6K shares-0.65%2026-06-302026-07-28

Sponsored

DE DEERE & CO10.4K shares15.71%2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC84.2K shares28.00%2026-06-302026-07-28

BAC BANK OF AMER CORP113.0K shares0.19%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC11.2K shares-15.21%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.88.3K shares3.81%2026-06-302026-07-28

DOW DOW HLDGS INC229.0K shares19.40%2026-06-302026-07-28

CGDV CAPITAL GROUP DIVIDEND VALUE125.6K shares22.37%2026-06-302026-07-28

AVLV AMERICAN CENTY ETF TR67.7K shares15.23%2026-06-302026-07-28

Sponsored

CME CME GROUP INC27.9K shares29.41%2026-06-302026-07-28

BBCA J P MORGAN EXCHANGE TRADED F61.8K shares5.68%2026-06-302026-07-28

TEVA TEVA PHARMACEUTICAL INDS LTD181.2K shares0.46%2026-06-302026-07-28

IJH ISHARES TR79.4K shares8.82%2026-06-302026-07-28

WMT WALMART INC53.6K shares11.71%2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS INC12.0K shares-0.64%2026-06-302026-07-28

FELG FIDELITY COVINGTON TRUST135.1K shares24.92%2026-06-302026-07-28

NKE NIKE INC141.6K shares7.52%2026-06-302026-07-28

Sponsored

VGLT VANGUARD SCOTTSDALE FDS100.5K shares5.68%2026-06-302026-07-28

QQQ INVESCO QQQ TR7.4K shares-12.26%2026-06-302026-07-28

DVN DEVON ENERGY CORP NEW128.1K shares29.22%2026-06-302026-07-28

AVEM AMERICAN CENTY ETF TR54.4K shares-6.59%2026-06-302026-07-28

FANG DIAMONDBACK ENERGY INC29.1K shares15.34%2026-06-302026-07-28

VISA INC VISA INC14.7K shares1550.67%2026-06-302026-07-28

TT TRANE TECHNOLOGIES PLC9.9K shares-1.09%2026-06-302026-07-28

FYLD CAMBRIA ETF TR130.1K shares10.99%2026-06-302026-07-28

Sponsored

GOOG ALPHABET INC13.4K shares-0.93%2026-06-302026-07-28

FREEPORT MCMORAN INC FREEPORT MCMORAN INC74.4K shares3.04%2026-06-302026-07-28

TMUS T-MOBILE US INC27.2K shares16.30%2026-06-302026-07-28

CRH CRH PLC41.9K shares13.94%2026-06-302026-07-28

ADP AUTOMATIC DATA PROCESSING IN20.0K shares23.14%2026-06-302026-07-28

FEOE RBB FUND TRUST82.9K sharesnew addition2026-06-302026-07-28

BUD ANHEUSER BUSCH INBEV SA NV52.2K shares-0.36%2026-06-302026-07-28

HSY HERSHEY CO24.1K shares21.47%2026-06-302026-07-28

Sponsored

SLB SLB LIMITED90.5K shares1.11%2026-06-302026-07-28

EMR EMERSON ELEC CO29.2K shares1.26%2026-06-302026-07-28

FLCH FRANKLIN TEMPLETON ETF TR204.0K shares7.48%2026-06-302026-07-28

CEG CONSTELLATION ENERGY CORP16.7K shares7.86%2026-06-302026-07-28

EL LAUDER ESTEE COS INC52.6K shares-28.39%2026-06-302026-07-28

ADOBE INC ADOBE INC19.6K shares12.93%2026-06-302026-07-28

FESM FIDELITY COVINGTON TRUST71.7K shares12.63%2026-06-302026-07-28

JMEE J P MORGAN EXCHANGE TRADED F44.2K shares20.93%2026-06-302026-07-28

Sponsored

BOND PIMCO ETF TR36.8K sharesnew addition2026-06-302026-07-28

BSX BOSTON SCIENTIFIC CORP78.5K sharesnew addition2026-06-302026-07-28

IJR ISHARES TR22.5K shares-8.62%2026-06-302026-07-28

CASY CASEYS GEN STORES INC4.2K sharesnew addition2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC32.8K sharesnew addition2026-06-302026-07-28

USMC PRINCIPAL EXCHANGE TRADED FD43.9K shares24.62%2026-06-302026-07-28

VBK VANGUARD INDEX FDS7.9K shares-18.24%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW20.6K shares-6.35%2026-06-302026-07-28

Sponsored

DBMF LITMAN GREGORY FDS TR80.2K shares59.01%2026-06-302026-07-28

PFFD GLOBAL X FDS131.1K shares4.10%2026-06-302026-07-28

TGT TARGET CORP18.6K shares3.10%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC56.7K shares-1.37%2026-06-302026-07-28

CVX CHEVRON CORPORATION14.4K shares3.20%2026-06-302026-07-28

ROK ROCKWELL AUTOMATION INC4.6K sharesnew addition2026-06-302026-07-28

SKT TANGER INC55.5K shares-2.38%2026-06-302026-07-28

KVUE KENVUE INC111.5K shares-0.80%2026-06-302026-07-28

Sponsored

ITW ILLINOIS TOOL WKS INC7.7K shares41.14%2026-06-302026-07-28

LW LAMB WESTON HLDGS INC47.7K shares13.20%2026-06-302026-07-28

KMB KIMBERLY-CLARK CORP18.7K shares-1.72%2026-06-302026-07-28

SRE SEMPRA21.6K shares11.36%2026-06-302026-07-28

NJR NEW JERSEY RES CORP35.6K shares-0.87%2026-06-302026-07-28

DFGX DIMENSIONAL ETF TRUST37.2K shares43.52%2026-06-302026-07-28

WEC WEC ENERGY GROUP INC16.8K shares-0.17%2026-06-302026-07-28

DFAR DIMENSIONAL ETF TRUST73.6K shares74.52%2026-06-302026-07-28

Sponsored

PFF ISHARES TR62.9K shares-1.30%2026-06-302026-07-28

ADM ARCHER DANIELS MIDLAND CO24.8K shares1.51%2026-06-302026-07-28

BMY BRISTOL-MYERS SQUIBB CO32.8K shares-1.83%2026-06-302026-07-28

FAST FASTENAL CO38.4K shares16.98%2026-06-302026-07-28

USIG ISHARES TR35.7K shares3.49%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP3.5K shares14.99%2026-06-302026-07-28

PG PROCTER & GAMBLE CO12.0K shares-2.46%2026-06-302026-07-28

TSN TYSON FOODS INC30.3K shares0.25%2026-06-302026-07-28

Sponsored

EMMF WISDOMTREE TR44.4K shares1.93%2026-06-302026-07-28

APD AIR PRODUCTS AND CHEMICALS I5.8K shares78.40%2026-06-302026-07-28

SWK STANLEY BLACK & DECKER INC17.6K shares-4.17%2026-06-302026-07-28

OKE ONEOK INC NEW19.0K shares-1.47%2026-06-302026-07-28

IVZ INVESCO LTD62.4K shares-5.64%2026-06-302026-07-28

FHN FIRST HORIZON CORPORATION61.9K shares-2.44%2026-06-302026-07-28

EVRG EVERGY INC18.0K sharesnew addition2026-06-302026-07-28

WTRG ESSENTIAL UTILS INC39.5K sharesnew addition2026-06-302026-07-28

Sponsored

PEP PEPSICO INC11.1K shares0.96%2026-06-302026-07-28

PPG PPG INDS INC12.0K shares-0.39%2026-06-302026-07-28

O REALTY INCOME CORP23.3K shares52.79%2026-06-302026-07-28

PFE PFIZER INC58.3K shares4.11%2026-06-302026-07-28

SON SONOCO PRODS CO24.6K sharesnew addition2026-06-302026-07-28

PNC PNC FINL SVCS GROUP INC5.6K shares-1.27%2026-06-302026-07-28

SYY SYSCO CORP16.2K shares-1.71%2026-06-302026-07-28

EMBD GLOBAL X FDS56.5K shares48.81%2026-06-302026-07-28

Sponsored

ABBVIE INC ABBVIE INC5.3K shares-0.38%2026-06-302026-07-28

UPS UNITED PARCEL SVCS INC12.4K shares-1.73%2026-06-302026-07-28

NVDA NVIDIA CORPORATION6.6K shares-0.44%2026-06-302026-07-28

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.14.4K shares-26.64%2026-06-302026-07-28

PDBC INVESCO ACTVELY MNGD ETC FD81.1K shares52.42%2026-06-302026-07-28

SWKS SKYWORKS SOLUTIONS INC19.0K shares-8.43%2026-06-302026-07-28

AMCOR PLC AMCOR PLC29.1K shares-3.21%2026-06-302026-07-28

MRK MERCK & CO INC9.8K shares-2.17%2026-06-302026-07-28

Sponsored

IWV ISHARES TR2.9K shares0.00%2026-06-302026-07-28

USEW EA SERIES TRUST21.5K shares0.00%2026-06-302026-07-28

GIS GENERAL MILLS INC34.3K shares-1.62%2026-06-302026-07-28

HGER HARBOR ETF TRUST40.7K shares54.06%2026-06-302026-07-28

GPC GENUINE PARTS CO9.9K shares17.70%2026-06-302026-07-28

BBY BEST BUY INC15.1K shares-32.31%2026-06-302026-07-28

CAT CATERPILLAR INC1.1K shares0.00%2026-06-302026-07-28

TFC TRUIST FINL CORP22.8K shares-0.32%2026-06-302026-07-28

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN10.4K shares-2.83%2026-06-302026-07-28

DOMINION ENERGY INC DOMINION ENERGY INC16.2K shares-55.96%2026-06-302026-07-28

CVS CVS HEALTH CORP10.5K shares-46.69%2026-06-302026-07-28

GEN GEN DIGITAL INC42.1K sharesnew addition2026-06-302026-07-28

SCHH SCHWAB STRATEGIC TR44.2K shares38.11%2026-06-302026-07-28

CFG CITIZENS FINL GROUP INC14.9K shares-2.63%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares16.54%2026-06-302026-07-28

DVY ISHARES TR6.5K shares-15.59%2026-06-302026-07-28

Sponsored

KEY KEYCORP43.5K shares-0.85%2026-06-302026-07-28

EMLP FIRST TR EXCHANGE-TRADED FD22.6K shares76.53%2026-06-302026-07-28

BP BP PLC26.1K shares0.63%2026-06-302026-07-28

UCON FIRST TR EXCHNG TRADED FD VI38.7K shares92.90%2026-06-302026-07-28

FTLS FIRST TR EXCH TRADED FD III12.9K shares78.59%2026-06-302026-07-28

NTR NUTRIEN LTD14.7K shares19.32%2026-06-302026-07-28

BTAL AGF INVTS TR82.7K shares127.32%2026-06-302026-07-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.4K sharesnew addition2026-06-302026-07-28

Sponsored

LNC LINCOLN NATL CORP IND25.2K shares-4.53%2026-06-302026-07-28

IGLD FIRST TR EXCHANGE-TRADED FD41.3K shares103.23%2026-06-302026-07-28

NXST NEXSTAR MEDIA GROUP INC4.8K shares1.49%2026-06-302026-07-28

SIHY HARBOR ETF TRUST18.6K shares49.53%2026-06-302026-07-28

FPEI FIRST TR EXCH TRADED FD III43.8K shares47.90%2026-06-302026-07-28

S&P GLOBAL INC S&P GLOBAL INC2.1K shares-82.47%2026-06-302026-07-28

UNM UNUM GROUP8.9K shares-0.99%2026-06-302026-07-28

GNRC GENERAC HLDGS INC2.6K shares-13.30%2026-06-302026-07-28

Sponsored

MRCY MERCURY SYS INC6.2K shares-5.63%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T3.4K shares-21.86%2026-06-302026-07-28

MOH MOLINA HEALTHCARE INC3.1K shares-18.91%2026-06-302026-07-28

FBIN FORTUNE BRANDS INNOVATIONS I12.9K shares0.23%2026-06-302026-07-28

ABCB AMERIS BANCORP7.7K shares-28.16%2026-06-302026-07-28

ACWX ISHARES TR9.0K shares-3.95%2026-06-302026-07-28

OKTA OKTA INC5.0K shares-19.20%2026-06-302026-07-28

MHK MOHAWK INDS INC5.6K shares11.00%2026-06-302026-07-28

Sponsored

MGNI MAGNITE INC34.9K shares-5.20%2026-06-302026-07-28

DHR DANAHER CORP DEL3.4K shares-30.05%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION692 shares0.00%2026-06-302026-07-28

FLUOR CORP FLUOR CORP12.1K shares16.12%2026-06-302026-07-28

KBH KB HOME10.0K shares0.55%2026-06-302026-07-28

DFAC DIMENSIONAL ETF TRUST14.1K shares0.00%2026-06-302026-07-28

VCTR VICTORY CAP HLDGS INC DEL7.4K shares-6.12%2026-06-302026-07-28

HUBG HUB GROUP INC14.1K shares18.82%2026-06-302026-07-28

Sponsored

ONTO ONTO INNOVATION INC1.6K shares-36.71%2026-06-302026-07-28

SOUTHSTATE BK CORP SOUTHSTATE BK CORP6.1K shares-8.48%2026-06-302026-07-28

AMBARELLA INC AMBARELLA INC7.1K shares-21.27%2026-06-302026-07-28

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC7.8K shares0.41%2026-06-302026-07-28

LOW LOWES COS INC2.7K shares-3.53%2026-06-302026-07-28

GMED GLOBUS MED INC7.6K shares-3.74%2026-06-302026-07-28

RMBS RAMBUS INC DEL4.5K shares-19.29%2026-06-302026-07-28

LSCC LATTICE SEMICONDUCTOR CORP3.9K shares-35.07%2026-06-302026-07-28

Sponsored

SPXC SPX TECHNOLOGIES INC2.4K shares-5.11%2026-06-302026-07-28

PEGA PEGASYSTEMS INC19.3K shares-3.19%2026-06-302026-07-28

ST SENSATA TECHNOLOGIES HLDG PL12.1K shares-18.90%2026-06-302026-07-28

AMN AMN HEALTHCARE SVCS INC17.7K shares7.83%2026-06-302026-07-28

GBCI GLACIER BANCORP INC NEW11.0K shares-4.92%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS7.9K shares0.00%2026-06-302026-07-28

KRYS KRYSTAL BIOTECH INC1.5K shares79.26%2026-06-302026-07-28

PCRX PACIRA BIOSCIENCES INC21.8K shares-4.38%2026-06-302026-07-28

Sponsored

NBTB NBT BANCORP INC11.1K shares-2.16%2026-06-302026-07-28

DOMINOS PIZZA INC DOMINOS PIZZA INC1.8K shares-1.35%2026-06-302026-07-28

CFR CULLEN FROST BANKERS INC3.5K shares-2.46%2026-06-302026-07-28

QAI NEW YORK LIFE INVESTMENTS ET14.6K shares45.28%2026-06-302026-07-28

MOS MOSAIC CO24.6K shares22.66%2026-06-302026-07-28

ALPS ETF TR ALPS ETF TR10.0K shares37.32%2026-06-302026-07-28

OCFC OCEANFIRST FINL CORP26.5K shares-1.67%2026-06-302026-07-28

JMBS JANUS DETROIT STR TR11.4K shares48.88%2026-06-302026-07-28

Sponsored

CHRD CHORD ENERGY CORPORATION4.4K shares0.45%2026-06-302026-07-28

PRK PARK NATL CORP2.7K shares0.00%2026-06-302026-07-28

VNQI VANGUARD INTL EQUITY INDEX F11.1K shares52.35%2026-06-302026-07-28

OTTR OTTER TAIL CORP5.5K shares-1.02%2026-06-302026-07-28

TROW PRICE T ROWE GROUP INC4.3K sharesnew addition2026-06-302026-07-28

DOCU DOCUSIGN INC10.9K shares47.29%2026-06-302026-07-28

CVLT COMMVAULT SYS INC3.4K sharesnew addition2026-06-302026-07-28

MC MOELIS & CO7.3K shares-8.05%2026-06-302026-07-28

Sponsored

CACI CACI INTL INC1.0K shares12.18%2026-06-302026-07-28

ANET ARISTA NETWORKS INC2.7K shares0.00%2026-06-302026-07-28

ASH ASHLAND INC7.0K shares-1.11%2026-06-302026-07-28

VNOM VIPER ENERGY INC10.7K shares-3.72%2026-06-302026-07-28

HII HUNTINGTON INGALLS INDS INC1.6K sharesnew addition2026-06-302026-07-28

GENIUS SPORTS LIMITED GENIUS SPORTS LIMITED74.0K shares-2.08%2026-06-302026-07-28

PI IMPINJ INC3.1K shares-30.45%2026-06-302026-07-28

EXEL EXELIXIS INC8.2K shares-3.49%2026-06-302026-07-28

Sponsored

HXL HEXCEL CORP NEW4.4K shares-5.68%2026-06-302026-07-28

FR FIRST INDL RLTY TR INC7.1K shares-3.70%2026-06-302026-07-28

NFG NATIONAL FUEL GAS CO5.6K shares-3.62%2026-06-302026-07-28

VV VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-28

HUN HUNTSMAN CORP39.5K shares42.37%2026-06-302026-07-28

MDGL MADRIGAL PHARMACEUTICALS INC773 shares13.34%2026-06-302026-07-28

WRBY WARBY PARKER INC13.5K shares-0.87%2026-06-302026-07-28

UTI UNIVERSAL TECHNICAL INST INC9.6K shares-9.47%2026-06-302026-07-28

Sponsored

KEX KIRBY CORP3.0K shares-9.65%2026-06-302026-07-28

E L F BEAUTY INC E L F BEAUTY INC5.4K shares2.35%2026-06-302026-07-28

TDW TIDEWATER INC NEW6.0K shares-2.22%2026-06-302026-07-28

PNFP PINNACLE FINL PARTNERS INC4.0K shares-3.63%2026-06-302026-07-28

KTOS KRATOS DEFENSE & SEC SOLUTIO7.9K shares56.96%2026-06-302026-07-28

WMB WILLIAMS COS INC5.2K shares0.44%2026-06-302026-07-28

INCY INCYTE CORP3.3K shares-0.72%2026-06-302026-07-28

ZETA ZETA GLOBAL HOLDINGS CORP19.1K shares-19.22%2026-06-302026-07-28

Sponsored

HUBB HUBBELL INC708 shares-41.82%2026-06-302026-07-28

WELL WELLTOWER INC1.6K shares1.63%2026-06-302026-07-28

CG CARLYLE GROUP INC8.7K shares-1.34%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION1.9K shares0.00%2026-06-302026-07-28

VCIT VANGUARD SCOTTSDALE FDS4.4K shares0.00%2026-06-302026-07-28

VO VANGUARD INDEX FDS4.4K shares300.00%2026-06-302026-07-28

TNDM TANDEM DIABETES CARE INC23.1K shares65.54%2026-06-302026-07-28

EXP EAGLE MATLS INC1.5K shares-1.04%2026-06-302026-07-28

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC706 shares-8.43%2026-06-302026-07-28

CRSP CRISPR THERAPEUTICS AG6.1K sharesnew addition2026-06-302026-07-28

ITOT ISHARES TR2.0K shares0.00%2026-06-302026-07-28

LNG CHENIERE ENERGY INC1.4K shares-3.82%2026-06-302026-07-28

EFA ISHARES TR3.2K shares0.00%2026-06-302026-07-28

CHEWY INC CHEWY INC16.7K shares3.20%2026-06-302026-07-28

FTXO FIRST TR EXCHANGE TRADED FD7.9K shares0.00%2026-06-302026-07-28

TAP MOLSON COORS BEVERAGE CO8.3K shares0.00%2026-06-302026-07-28

Sponsored

BMRN BIOMARIN PHARMACEUTICAL INC5.6K sharesnew addition2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR1.7K shares-9.55%2026-06-302026-07-28

FAF FIRST AMERN FINL CORP4.6K sharesnew addition2026-06-302026-07-28

IVW ISHARES TR2.2K shares0.00%2026-06-302026-07-28

ANTERO RESOURCES CORP ANTERO RESOURCES CORP8.3K sharesnew addition2026-06-302026-07-28

SFM SPROUTS FMRS MKT INC3.4K shares8.10%2026-06-302026-07-28

VOO VANGUARD INDEX FDS411 shares-84.26%2026-06-302026-07-28

DAR DARLING INGREDIENTS INC5.1K shares-2.10%2026-06-302026-07-28

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T373 shares-42.79%2026-06-302026-07-28

KAT ADVISORS SER TR5.1K sharesnew addition2026-06-302026-07-28

VNLA JANUS DETROIT STR TR5.6K shares-5.51%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP765 shares-11.66%2026-06-302026-07-28

VMC VULCAN MATLS CO885 shares0.00%2026-06-302026-07-28

ALB ALBEMARLE CORP1.8K sharesnew addition2026-06-302026-07-28

MNA NEW YORK LIFE INVESTMENTS ET6.5K sharesnew addition2026-06-302026-07-28

XLI SELECT SECTOR SPDR TR1.3K shares-6.02%2026-06-302026-07-28

Sponsored

SAM BOSTON BEER INC1.3K shares-0.30%2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR4.3K shares-17.15%2026-06-302026-07-28

EWJ ISHARES INC2.4K shares-4.05%2026-06-302026-07-28

DFEM DIMENSIONAL ETF TRUST5.5K sharesnew addition2026-06-302026-07-28

AAPL

APPLE INC

-0.76%

Shares140.0K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-2.82%

Shares53.7K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-2.32%

Shares92.0K

Event2026-06-30

Filed2026-07-28

BBEU

J P MORGAN EXCHANGE TRADED F

-0.84%

Shares379.7K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

5.04%

Shares74.8K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

1.34%

Shares79.9K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES INC

-4.35%

Shares183.5K

Event2026-06-30

Filed2026-07-28

DFAX

DIMENSIONAL ETF TRUST

-3.31%

Shares445.3K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

18.78%

Shares57.6K

Event2026-06-30

Filed2026-07-28

IPAC

ISHARES TR

4.45%

Shares191.0K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.40%

Shares31.1K

Event2026-06-30

Filed2026-07-28

GVI

ISHARES TR

1.78%

Shares141.1K

Event2026-06-30

Filed2026-07-28

ISHARES TR

3.04%

Shares145.6K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

-3.03%

Shares11.7K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

-34.40%

Shares39.9K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

-0.41%

Shares137.8K

Event2026-06-30

Filed2026-07-28

DFUS

DIMENSIONAL ETF TRUST

21.73%

Shares150.8K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

2.06%

Shares32.5K

Event2026-06-30

Filed2026-07-28

JIRE

J P MORGAN EXCHANGE TRADED F

6.62%

Shares139.1K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

-0.90%

Shares30.2K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

-24.09%

Shares36.5K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

-4.20%

Shares31.8K

Event2026-06-30

Filed2026-07-28

VGSH

VANGUARD SCOTTSDALE FDS

0.33%

Shares166.6K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

-19.48%

Shares38.0K

Event2026-06-30

Filed2026-07-28

SPYV

SPDR SERIES TRUST

12.32%

Shares154.4K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

5.48%

Shares24.8K

Event2026-06-30

Filed2026-07-28

MSI

MOTOROLA SOLUTIONS INC

45.91%

Shares22.0K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

1.46%

Shares103.6K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-1.73%

Shares21.6K

Event2026-06-30

Filed2026-07-28

REGN

REGENERON PHARMACEUTICALS

23.20%

Shares13.9K

Event2026-06-30

Filed2026-07-28

MAA

MID-AMER APT CMNTYS INC

-1.45%

Shares59.5K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-29.52%

Shares69.2K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

10.92%

Shares59.5K

Event2026-06-30

Filed2026-07-28

UITB

VICTORY PORTFOLIOS II

5.28%

Shares173.0K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

23.45%

Shares29.7K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

-26.65%

Shares43.3K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

-35.40%

Shares13.6K

Event2026-06-30

Filed2026-07-28

JACOBS SOLUTIONS INC

44.38%

Shares60.1K

Event2026-06-30

Filed2026-07-28

VMBS

VANGUARD SCOTTSDALE FDS

2.99%

Shares160.1K

Event2026-06-30

Filed2026-07-28

EVERPURE INC

14.48%

Shares93.9K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

-52.67%

Shares24.2K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

-0.67%

Shares16.8K

Event2026-06-30

Filed2026-07-28

HBAN

HUNTINGTON BANCSHARES INC

-1.89%

Shares399.7K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

-20.60%

Shares33.3K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-1.08%

Shares19.5K

Event2026-06-30

Filed2026-07-28

IEF

ISHARES TR

2.16%

Shares72.0K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

-1.15%

Shares44.5K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

-0.65%

Shares81.6K

Event2026-06-30

Filed2026-07-28

DEERE & CO

15.71%

Shares10.4K

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

28.00%

Shares84.2K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

0.19%

Shares113.0K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-15.21%

Shares11.2K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

3.81%

Shares88.3K

Event2026-06-30

Filed2026-07-28

DOW

DOW HLDGS INC

19.40%

Shares229.0K

Event2026-06-30

Filed2026-07-28

CGDV

CAPITAL GROUP DIVIDEND VALUE

22.37%

Shares125.6K

Event2026-06-30

Filed2026-07-28

AVLV

AMERICAN CENTY ETF TR

15.23%

Shares67.7K

Event2026-06-30

Filed2026-07-28

CME

CME GROUP INC

29.41%

Shares27.9K

Event2026-06-30

Filed2026-07-28

BBCA

J P MORGAN EXCHANGE TRADED F

5.68%

Shares61.8K

Event2026-06-30

Filed2026-07-28

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.46%

Shares181.2K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

8.82%

Shares79.4K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

11.71%

Shares53.6K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC

-0.64%

Shares12.0K

Event2026-06-30

Filed2026-07-28

FELG

FIDELITY COVINGTON TRUST

24.92%

Shares135.1K

Event2026-06-30

Filed2026-07-28

NKE

NIKE INC

7.52%

Shares141.6K

Event2026-06-30

Filed2026-07-28

VGLT

VANGUARD SCOTTSDALE FDS

5.68%

Shares100.5K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

-12.26%

Shares7.4K

Event2026-06-30

Filed2026-07-28

DVN

DEVON ENERGY CORP NEW

29.22%

Shares128.1K

Event2026-06-30

Filed2026-07-28

AVEM

AMERICAN CENTY ETF TR

-6.59%

Shares54.4K

Event2026-06-30

Filed2026-07-28

FANG

DIAMONDBACK ENERGY INC

15.34%

Shares29.1K

Event2026-06-30

Filed2026-07-28

VISA INC

1550.67%

Shares14.7K

Event2026-06-30

Filed2026-07-28

TRANE TECHNOLOGIES PLC

-1.09%

Shares9.9K

Event2026-06-30

Filed2026-07-28

FYLD

CAMBRIA ETF TR

10.99%

Shares130.1K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-0.93%

Shares13.4K

Event2026-06-30

Filed2026-07-28

FREEPORT MCMORAN INC

3.04%

Shares74.4K

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

16.30%

Shares27.2K

Event2026-06-30

Filed2026-07-28

CRH

CRH PLC

13.94%

Shares41.9K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA PROCESSING IN

23.14%

Shares20.0K

Event2026-06-30

Filed2026-07-28

FEOE

RBB FUND TRUST

New

Shares82.9K

Event2026-06-30

Filed2026-07-28

BUD

ANHEUSER BUSCH INBEV SA NV

-0.36%

Shares52.2K

Event2026-06-30

Filed2026-07-28

HSY

HERSHEY CO

21.47%

Shares24.1K

Event2026-06-30

Filed2026-07-28

SLB

SLB LIMITED

1.11%

Shares90.5K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

1.26%

Shares29.2K

Event2026-06-30

Filed2026-07-28

FLCH

FRANKLIN TEMPLETON ETF TR

7.48%

Shares204.0K

Event2026-06-30

Filed2026-07-28

CEG

CONSTELLATION ENERGY CORP

7.86%

Shares16.7K

Event2026-06-30

Filed2026-07-28

LAUDER ESTEE COS INC

-28.39%

Shares52.6K

Event2026-06-30

Filed2026-07-28

ADOBE INC

12.93%

Shares19.6K

Event2026-06-30

Filed2026-07-28

FESM

FIDELITY COVINGTON TRUST

12.63%

Shares71.7K

Event2026-06-30

Filed2026-07-28

JMEE

J P MORGAN EXCHANGE TRADED F

20.93%

Shares44.2K

Event2026-06-30

Filed2026-07-28

BOND

PIMCO ETF TR

New

Shares36.8K

Event2026-06-30

Filed2026-07-28

BSX

BOSTON SCIENTIFIC CORP

New

Shares78.5K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

-8.62%

Shares22.5K

Event2026-06-30

Filed2026-07-28

CASY

CASEYS GEN STORES INC

New

Shares4.2K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

New

Shares32.8K

Event2026-06-30

Filed2026-07-28

USMC

PRINCIPAL EXCHANGE TRADED FD

24.62%

Shares43.9K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

-18.24%

Shares7.9K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

-6.35%

Shares20.6K

Event2026-06-30

Filed2026-07-28

DBMF

LITMAN GREGORY FDS TR

59.01%

Shares80.2K

Event2026-06-30

Filed2026-07-28

PFFD

GLOBAL X FDS

4.10%

Shares131.1K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

3.10%

Shares18.6K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

-1.37%

Shares56.7K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

3.20%

Shares14.4K

Event2026-06-30

Filed2026-07-28

ROK

ROCKWELL AUTOMATION INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-28

SKT

TANGER INC

-2.38%

Shares55.5K

Event2026-06-30

Filed2026-07-28

KVUE

KENVUE INC

-0.80%

Shares111.5K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WKS INC

41.14%

Shares7.7K

Event2026-06-30

Filed2026-07-28

LAMB WESTON HLDGS INC

13.20%

Shares47.7K

Event2026-06-30

Filed2026-07-28

KMB

KIMBERLY-CLARK CORP

-1.72%

Shares18.7K

Event2026-06-30

Filed2026-07-28

SRE

SEMPRA

11.36%

Shares21.6K

Event2026-06-30

Filed2026-07-28

NJR

NEW JERSEY RES CORP

-0.87%

Shares35.6K

Event2026-06-30

Filed2026-07-28

DFGX

DIMENSIONAL ETF TRUST

43.52%

Shares37.2K

Event2026-06-30

Filed2026-07-28

WEC

WEC ENERGY GROUP INC

-0.17%

Shares16.8K

Event2026-06-30

Filed2026-07-28

DFAR

DIMENSIONAL ETF TRUST

74.52%

Shares73.6K

Event2026-06-30

Filed2026-07-28

PFF

ISHARES TR

-1.30%

Shares62.9K

Event2026-06-30

Filed2026-07-28

ADM

ARCHER DANIELS MIDLAND CO

1.51%

Shares24.8K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB CO

-1.83%

Shares32.8K

Event2026-06-30

Filed2026-07-28

FAST

FASTENAL CO

16.98%

Shares38.4K

Event2026-06-30

Filed2026-07-28

USIG

ISHARES TR

3.49%

Shares35.7K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

14.99%

Shares3.5K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-2.46%

Shares12.0K

Event2026-06-30

Filed2026-07-28

TSN

TYSON FOODS INC

0.25%

Shares30.3K

Event2026-06-30

Filed2026-07-28

EMMF

WISDOMTREE TR

1.93%

Shares44.4K

Event2026-06-30

Filed2026-07-28

APD

AIR PRODUCTS AND CHEMICALS I

78.40%

Shares5.8K

Event2026-06-30

Filed2026-07-28

SWK

STANLEY BLACK & DECKER INC

-4.17%

Shares17.6K

Event2026-06-30

Filed2026-07-28

OKE

ONEOK INC NEW

-1.47%

Shares19.0K

Event2026-06-30

Filed2026-07-28

IVZ

INVESCO LTD

-5.64%

Shares62.4K

Event2026-06-30

Filed2026-07-28

FHN

FIRST HORIZON CORPORATION

-2.44%

Shares61.9K

Event2026-06-30

Filed2026-07-28

EVRG

EVERGY INC

New

Shares18.0K

Event2026-06-30

Filed2026-07-28

WTRG

ESSENTIAL UTILS INC

New

Shares39.5K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

0.96%

Shares11.1K

Event2026-06-30

Filed2026-07-28

PPG

PPG INDS INC

-0.39%

Shares12.0K

Event2026-06-30

Filed2026-07-28

REALTY INCOME CORP

52.79%

Shares23.3K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

4.11%

Shares58.3K

Event2026-06-30

Filed2026-07-28

SON

SONOCO PRODS CO

New

Shares24.6K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

-1.27%

Shares5.6K

Event2026-06-30

Filed2026-07-28

SYY

SYSCO CORP

-1.71%

Shares16.2K

Event2026-06-30

Filed2026-07-28

EMBD

GLOBAL X FDS

48.81%

Shares56.5K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

-0.38%

Shares5.3K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL SVCS INC

-1.73%

Shares12.4K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

-0.44%

Shares6.6K

Event2026-06-30

Filed2026-07-28

MICROCHIP TECHNOLOGY INC.

-26.64%

Shares14.4K

Event2026-06-30

Filed2026-07-28

PDBC

INVESCO ACTVELY MNGD ETC FD

52.42%

Shares81.1K

Event2026-06-30

Filed2026-07-28

SWKS

SKYWORKS SOLUTIONS INC

-8.43%

Shares19.0K

Event2026-06-30

Filed2026-07-28

AMCOR PLC

-3.21%

Shares29.1K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

-2.17%

Shares9.8K

Event2026-06-30

Filed2026-07-28

IWV

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

USEW

EA SERIES TRUST

0.00%

Shares21.5K

Event2026-06-30

Filed2026-07-28

GIS

GENERAL MILLS INC

-1.62%

Shares34.3K

Event2026-06-30

Filed2026-07-28

HGER

HARBOR ETF TRUST

54.06%

Shares40.7K

Event2026-06-30

Filed2026-07-28

GPC

GENUINE PARTS CO

17.70%

Shares9.9K

Event2026-06-30

Filed2026-07-28

BBY

BEST BUY INC

-32.31%

Shares15.1K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

TFC

TRUIST FINL CORP

-0.32%

Shares22.8K

Event2026-06-30

Filed2026-07-28

PFG

PRINCIPAL FINANCIAL GROUP IN

-2.83%

Shares10.4K

Event2026-06-30

Filed2026-07-28

DOMINION ENERGY INC

-55.96%

Shares16.2K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP

-46.69%

Shares10.5K

Event2026-06-30

Filed2026-07-28

GEN

GEN DIGITAL INC

New

Shares42.1K

Event2026-06-30

Filed2026-07-28

SCHH

SCHWAB STRATEGIC TR

38.11%

Shares44.2K

Event2026-06-30

Filed2026-07-28

CFG

CITIZENS FINL GROUP INC

-2.63%

Shares14.9K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

16.54%

Shares2.8K

Event2026-06-30

Filed2026-07-28

DVY

ISHARES TR

-15.59%

Shares6.5K

Event2026-06-30

Filed2026-07-28

KEY

KEYCORP

-0.85%

Shares43.5K

Event2026-06-30

Filed2026-07-28

EMLP

FIRST TR EXCHANGE-TRADED FD

76.53%

Shares22.6K

Event2026-06-30

Filed2026-07-28

BP PLC

0.63%

Shares26.1K

Event2026-06-30

Filed2026-07-28

UCON

FIRST TR EXCHNG TRADED FD VI

92.90%

Shares38.7K

Event2026-06-30

Filed2026-07-28

FTLS

FIRST TR EXCH TRADED FD III

78.59%

Shares12.9K

Event2026-06-30

Filed2026-07-28

NTR

NUTRIEN LTD

19.32%

Shares14.7K

Event2026-06-30

Filed2026-07-28

BTAL

AGF INVTS TR

127.32%

Shares82.7K

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND

New

Shares7.4K

Event2026-06-30

Filed2026-07-28

LNC

LINCOLN NATL CORP IND

-4.53%

Shares25.2K

Event2026-06-30

Filed2026-07-28

IGLD

FIRST TR EXCHANGE-TRADED FD

103.23%

Shares41.3K

Event2026-06-30

Filed2026-07-28

NXST

NEXSTAR MEDIA GROUP INC

1.49%

Shares4.8K

Event2026-06-30

Filed2026-07-28

SIHY

HARBOR ETF TRUST

49.53%

Shares18.6K

Event2026-06-30

Filed2026-07-28

FPEI

FIRST TR EXCH TRADED FD III

47.90%

Shares43.8K

Event2026-06-30

Filed2026-07-28

S&P GLOBAL INC

-82.47%

Shares2.1K

Event2026-06-30

Filed2026-07-28

UNM

UNUM GROUP

-0.99%

Shares8.9K

Event2026-06-30

Filed2026-07-28

GNRC

GENERAC HLDGS INC

-13.30%

Shares2.6K

Event2026-06-30

Filed2026-07-28

MRCY

MERCURY SYS INC

-5.63%

Shares6.2K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

-21.86%

Shares3.4K

Event2026-06-30

Filed2026-07-28

MOH

MOLINA HEALTHCARE INC

-18.91%

Shares3.1K

Event2026-06-30

Filed2026-07-28

FBIN

FORTUNE BRANDS INNOVATIONS I

0.23%

Shares12.9K

Event2026-06-30

Filed2026-07-28

ABCB

AMERIS BANCORP

-28.16%

Shares7.7K

Event2026-06-30

Filed2026-07-28

ACWX

ISHARES TR

-3.95%

Shares9.0K

Event2026-06-30

Filed2026-07-28

OKTA

OKTA INC

-19.20%

Shares5.0K

Event2026-06-30

Filed2026-07-28

MHK

MOHAWK INDS INC

11.00%

Shares5.6K

Event2026-06-30

Filed2026-07-28

MGNI

MAGNITE INC

-5.20%

Shares34.9K

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP DEL

-30.05%

Shares3.4K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

0.00%

Shares692

Event2026-06-30

Filed2026-07-28

FLUOR CORP

16.12%

Shares12.1K

Event2026-06-30

Filed2026-07-28

KBH

KB HOME

0.55%

Shares10.0K

Event2026-06-30

Filed2026-07-28

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-28

VCTR

VICTORY CAP HLDGS INC DEL

-6.12%

Shares7.4K

Event2026-06-30

Filed2026-07-28

HUBG

HUB GROUP INC

18.82%

Shares14.1K

Event2026-06-30

Filed2026-07-28

ONTO

ONTO INNOVATION INC

-36.71%

Shares1.6K

Event2026-06-30

Filed2026-07-28

SOUTHSTATE BK CORP

-8.48%

Shares6.1K

Event2026-06-30

Filed2026-07-28

AMBARELLA INC

-21.27%

Shares7.1K

Event2026-06-30

Filed2026-07-28

HALOZYME THERAPEUTICS INC

0.41%

Shares7.8K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

-3.53%

Shares2.7K

Event2026-06-30

Filed2026-07-28

GMED

GLOBUS MED INC

-3.74%

Shares7.6K

Event2026-06-30

Filed2026-07-28

RMBS

RAMBUS INC DEL

-19.29%

Shares4.5K

Event2026-06-30

Filed2026-07-28

LSCC

LATTICE SEMICONDUCTOR CORP

-35.07%

Shares3.9K

Event2026-06-30

Filed2026-07-28

SPXC

SPX TECHNOLOGIES INC

-5.11%

Shares2.4K

Event2026-06-30

Filed2026-07-28

PEGA

PEGASYSTEMS INC

-3.19%

Shares19.3K

Event2026-06-30

Filed2026-07-28

SENSATA TECHNOLOGIES HLDG PL

-18.90%

Shares12.1K

Event2026-06-30

Filed2026-07-28

AMN

AMN HEALTHCARE SVCS INC

7.83%

Shares17.7K

Event2026-06-30

Filed2026-07-28

GBCI

GLACIER BANCORP INC NEW

-4.92%

Shares11.0K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-28

KRYS

KRYSTAL BIOTECH INC

79.26%

Shares1.5K

Event2026-06-30

Filed2026-07-28

PCRX

PACIRA BIOSCIENCES INC

-4.38%

Shares21.8K

Event2026-06-30

Filed2026-07-28

NBTB

NBT BANCORP INC

-2.16%

Shares11.1K

Event2026-06-30

Filed2026-07-28

DOMINOS PIZZA INC

-1.35%

Shares1.8K

Event2026-06-30

Filed2026-07-28

CFR

CULLEN FROST BANKERS INC

-2.46%

Shares3.5K

Event2026-06-30

Filed2026-07-28

QAI

NEW YORK LIFE INVESTMENTS ET

45.28%

Shares14.6K

Event2026-06-30

Filed2026-07-28

MOS

MOSAIC CO

22.66%

Shares24.6K

Event2026-06-30

Filed2026-07-28

ALPS ETF TR

37.32%

Shares10.0K

Event2026-06-30

Filed2026-07-28

OCFC

OCEANFIRST FINL CORP

-1.67%

Shares26.5K

Event2026-06-30

Filed2026-07-28

JMBS

JANUS DETROIT STR TR

48.88%

Shares11.4K

Event2026-06-30

Filed2026-07-28

CHRD

CHORD ENERGY CORPORATION

0.45%

Shares4.4K

Event2026-06-30

Filed2026-07-28

PRK

PARK NATL CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

VNQI

VANGUARD INTL EQUITY INDEX F

52.35%

Shares11.1K

Event2026-06-30

Filed2026-07-28

OTTR

OTTER TAIL CORP

-1.02%

Shares5.5K

Event2026-06-30

Filed2026-07-28

TROW

PRICE T ROWE GROUP INC

New

Shares4.3K

Event2026-06-30

Filed2026-07-28

DOCU

DOCUSIGN INC

47.29%

Shares10.9K

Event2026-06-30

Filed2026-07-28

CVLT

COMMVAULT SYS INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-28

MOELIS & CO

-8.05%

Shares7.3K

Event2026-06-30

Filed2026-07-28

CACI

CACI INTL INC

12.18%

Shares1.0K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

ASH

ASHLAND INC

-1.11%

Shares7.0K

Event2026-06-30

Filed2026-07-28

VNOM

VIPER ENERGY INC

-3.72%

Shares10.7K

Event2026-06-30

Filed2026-07-28

HII

HUNTINGTON INGALLS INDS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-28

GENIUS SPORTS LIMITED

-2.08%

Shares74.0K

Event2026-06-30

Filed2026-07-28

IMPINJ INC

-30.45%

Shares3.1K

Event2026-06-30

Filed2026-07-28

EXEL

EXELIXIS INC

-3.49%

Shares8.2K

Event2026-06-30

Filed2026-07-28

HXL

HEXCEL CORP NEW

-5.68%

Shares4.4K

Event2026-06-30

Filed2026-07-28

FIRST INDL RLTY TR INC

-3.70%

Shares7.1K

Event2026-06-30

Filed2026-07-28

NFG

NATIONAL FUEL GAS CO

-3.62%

Shares5.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

HUN

HUNTSMAN CORP

42.37%

Shares39.5K

Event2026-06-30

Filed2026-07-28

MDGL

MADRIGAL PHARMACEUTICALS INC

13.34%

Shares773

Event2026-06-30

Filed2026-07-28

WRBY

WARBY PARKER INC

-0.87%

Shares13.5K

Event2026-06-30

Filed2026-07-28

UTI

UNIVERSAL TECHNICAL INST INC

-9.47%

Shares9.6K

Event2026-06-30

Filed2026-07-28

KEX

KIRBY CORP

-9.65%

Shares3.0K

Event2026-06-30

Filed2026-07-28

E L F BEAUTY INC

2.35%

Shares5.4K

Event2026-06-30

Filed2026-07-28

TDW

TIDEWATER INC NEW

-2.22%

Shares6.0K

Event2026-06-30

Filed2026-07-28

PNFP

PINNACLE FINL PARTNERS INC

-3.63%

Shares4.0K

Event2026-06-30

Filed2026-07-28

KTOS

KRATOS DEFENSE & SEC SOLUTIO

56.96%

Shares7.9K

Event2026-06-30

Filed2026-07-28

WMB

WILLIAMS COS INC

0.44%

Shares5.2K

Event2026-06-30

Filed2026-07-28

INCY

INCYTE CORP

-0.72%

Shares3.3K

Event2026-06-30

Filed2026-07-28

ZETA

ZETA GLOBAL HOLDINGS CORP

-19.22%

Shares19.1K

Event2026-06-30

Filed2026-07-28

HUBB

HUBBELL INC

-41.82%

Shares708

Event2026-06-30

Filed2026-07-28

WELL

WELLTOWER INC

1.63%

Shares1.6K

Event2026-06-30

Filed2026-07-28

CARLYLE GROUP INC

-1.34%

Shares8.7K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

300.00%

Shares4.4K

Event2026-06-30

Filed2026-07-28

TNDM

TANDEM DIABETES CARE INC

65.54%

Shares23.1K

Event2026-06-30

Filed2026-07-28

EXP

EAGLE MATLS INC

-1.04%

Shares1.5K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-8.43%

Shares706

Event2026-06-30

Filed2026-07-28

CRSP

CRISPR THERAPEUTICS AG

New

Shares6.1K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-28

LNG

CHENIERE ENERGY INC

-3.82%

Shares1.4K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-28

CHEWY INC

3.20%

Shares16.7K

Event2026-06-30

Filed2026-07-28

FTXO

FIRST TR EXCHANGE TRADED FD

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-28

TAP

MOLSON COORS BEVERAGE CO

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-28

BMRN

BIOMARIN PHARMACEUTICAL INC

New

Shares5.6K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-9.55%

Shares1.7K

Event2026-06-30

Filed2026-07-28

FAF

FIRST AMERN FINL CORP

New

Shares4.6K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

ANTERO RESOURCES CORP

New

Shares8.3K

Event2026-06-30

Filed2026-07-28

SFM

SPROUTS FMRS MKT INC

8.10%

Shares3.4K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-84.26%

Shares411

Event2026-06-30

Filed2026-07-28

DAR

DARLING INGREDIENTS INC

-2.10%

Shares5.1K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

-42.79%

Shares373

Event2026-06-30

Filed2026-07-28

KAT

ADVISORS SER TR

New

Shares5.1K

Event2026-06-30

Filed2026-07-28

VNLA

JANUS DETROIT STR TR

-5.51%

Shares5.6K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

-11.66%

Shares765

Event2026-06-30

Filed2026-07-28

VMC

VULCAN MATLS CO

0.00%

Shares885

Event2026-06-30

Filed2026-07-28

ALB

ALBEMARLE CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

MNA

NEW YORK LIFE INVESTMENTS ET

New

Shares6.5K

Event2026-06-30

Filed2026-07-28

XLI

SELECT SECTOR SPDR TR

-6.02%

Shares1.3K

Event2026-06-30

Filed2026-07-28

SAM

BOSTON BEER INC

-0.30%

Shares1.3K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

-17.15%

Shares4.3K

Event2026-06-30

Filed2026-07-28

EWJ

ISHARES INC

-4.05%

Shares2.4K

Event2026-06-30

Filed2026-07-28

DFEM

DIMENSIONAL ETF TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available