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The Analysis of Grove Bank & Trust's Holdings & P&L

Currently, Grove Bank & Trust holds 886 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in VGSH (+278.7K shares, valued at $16.2M), IWF (+101.6K shares, valued at $12.6M), VOO (+14.3K shares, valued at $9.8M); decreased their positions in XLE (-117.7K shares, valued at $6.3M), VDE (-40.0K shares, valued at $6.0M), N/A (-2.0K shares, valued at $1.4M); initiated new positions in N/A (+5.8K shares, valued at $1.1M), N/A (+8.2K shares, valued at $439.4K), BCI (+19.4K shares, valued at $432.7K).

1M P&L

+5.7M+0.73%

3M P&L

-34.9M-4.25%

HY P&L

-41.8M-5.04%

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/A524.1M

63.3%

2Consumer Electronics48.1M

5.8%

3Semiconductors41.8M

5.0%

Top Industries by Stock Count

1N/A145 stocks

18.3%

2Banks - Regional25 stocks

3.2%

3Software - Application22 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS138.5K shares11.52%2026-06-302026-07-07

AAPL APPLE INC165.8K shares2.62%2026-06-302026-07-07

IJH ISHARES TR606.8K shares0.70%2026-06-302026-07-07

IJR ISHARES TR282.8K shares2.22%2026-06-302026-07-07

ISHARES TR ISHARES TR376.4K shares12.78%2026-06-302026-07-07

VGSH VANGUARD SCOTTSDALE FDS586.9K shares90.44%2026-06-302026-07-07

ISHARES TR ISHARES TR44.1K shares-1.11%2026-06-302026-07-07

IEMG ISHARES INC392.0K shares5.48%2026-06-302026-07-07

Sponsored

NVDA NVIDIA CORPORATION114.2K shares1.90%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T22.8K shares4.65%2026-06-302026-07-07

IWF ISHARES TR135.1K shares303.71%2026-06-302026-07-07

GOOGL ALPHABET INC44.3K shares3.39%2026-06-302026-07-07

VTEB VANGUARD MUN BD FDS290.5K shares0.30%2026-06-302026-07-07

AMZN AMAZON COM INC61.0K shares5.14%2026-06-302026-07-07

VCSH VANGUARD SCOTTSDALE FDS177.5K shares4.83%2026-06-302026-07-07

MSFT MICROSOFT CORP37.2K shares6.80%2026-06-302026-07-07

Sponsored

VWO VANGUARD INTL EQUITY INDEX F227.6K shares17.51%2026-06-302026-07-07

VEA VANGUARD TAX-MANAGED FDS181.7K shares6.87%2026-06-302026-07-07

VTV VANGUARD INDEX FDS59.1K shares4.28%2026-06-302026-07-07

USHY ISHARES TR341.7K shares3.13%2026-06-302026-07-07

SUB ISHARES TR117.0K shares1.38%2026-06-302026-07-07

IAU ISHARES GOLD TR156.6K shares6.93%2026-06-302026-07-07

LMBS FIRST TR EXCHANGE-TRADED FD219.4K shares5.27%2026-06-302026-07-07

GOOG ALPHABET INC30.6K shares13.28%2026-06-302026-07-07

Sponsored

EFA ISHARES TR103.8K shares2.56%2026-06-302026-07-07

ITOT ISHARES TR65.5K shares-0.13%2026-06-302026-07-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO30.9K shares1.67%2026-06-302026-07-07

VO VANGUARD INDEX FDS122.4K shares399.60%2026-06-302026-07-07

GLD SPDR GOLD TR26.2K shares9.36%2026-06-302026-07-07

LLY ELI LILLY & CO7.6K shares-0.63%2026-06-302026-07-07

MDY STATE STR SPDR S&P MIDCAP 4012.7K shares4.26%2026-06-302026-07-07

MU MICRON TECHNOLOGY INC7.6K shares2.17%2026-06-302026-07-07

Sponsored

EEM ISHARES TR121.5K shares9.09%2026-06-302026-07-07

BND VANGUARD BD INDEX FDS111.5K shares4.93%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP59.0K shares-3.27%2026-06-302026-07-07

AVEM AMERICAN CENTY ETF TR78.4K shares1.52%2026-06-302026-07-07

VB VANGUARD INDEX FDS24.8K shares4.58%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION7.4K shares7.26%2026-06-302026-07-07

XLE SELECT SECTOR SPDR TR129.4K shares-47.64%2026-06-302026-07-07

ISHARES TR ISHARES TR64.5K shares1.66%2026-06-302026-07-07

Sponsored

META PLATFORMS INC META PLATFORMS INC11.1K shares1.49%2026-06-302026-07-07

BROADCOM INC BROADCOM INC15.3K shares1.09%2026-06-302026-07-07

VISA INC VISA INC16.2K shares-1.93%2026-06-302026-07-07

VDE VANGUARD WORLD FD36.8K shares-52.06%2026-06-302026-07-07

APPLIED MATLS INC APPLIED MATLS INC6.7K shares-23.07%2026-06-302026-07-07

TSLA TESLA INC11.3K shares-1.29%2026-06-302026-07-07

BAC BANK OF AMER CORP77.0K shares0.64%2026-06-302026-07-07

AVDE AMERICAN CENTY ETF TR48.5K shares-11.88%2026-06-302026-07-07

Sponsored

IRT INDEPENDENCE RLTY TR INC236.7K shares0.00%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC6.8K shares12.54%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS10.6K shares-0.46%2026-06-302026-07-07

IWD ISHARES TR16.0K shares0.13%2026-06-302026-07-07

ABBVIE INC ABBVIE INC15.4K shares-0.46%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON15.2K shares11.07%2026-06-302026-07-07

VNQ VANGUARD INDEX FDS40.0K shares-2.50%2026-06-302026-07-07

AN AUTONATION INC19.0K shares-5.00%2026-06-302026-07-07

Sponsored

HD HOME DEPOT INC9.5K shares1.82%2026-06-302026-07-07

MUB ISHARES TR29.6K shares-1.94%2026-06-302026-07-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.2K shares-7.35%2026-06-302026-07-07

CVX CHEVRON CORPORATION19.0K shares-3.59%2026-06-302026-07-07

ORACLE CORP ORACLE CORP20.2K shares-8.60%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL5.9K shares14.60%2026-06-302026-07-07

IWM ISHARES TR9.8K shares9.34%2026-06-302026-07-07

WMT WALMART INC23.8K shares8.96%2026-06-302026-07-07

Sponsored

VOE VANGUARD INDEX FDS13.2K shares4.27%2026-06-302026-07-07

IWR ISHARES TR23.3K shares-16.48%2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC21.9K shares47.55%2026-06-302026-07-07

IBM INTERNATIONAL BUSINESS MACHS9.1K shares2.07%2026-06-302026-07-07

AXP AMERICAN EXPRESS CO7.2K shares2.70%2026-06-302026-07-07

PG PROCTER & GAMBLE CO16.4K shares0.28%2026-06-302026-07-07

SHOP SHOPIFY INC20.7K shares-3.12%2026-06-302026-07-07

DIS DISNEY WALT CO24.3K shares-7.77%2026-06-302026-07-07

Sponsored

VBR VANGUARD INDEX FDS9.2K shares3.72%2026-06-302026-07-07

HEFA ISHARES TR47.5K shares0.00%2026-06-302026-07-07

BA BOEING CO10.3K shares14.26%2026-06-302026-07-07

KLAC KLA CORP7.2K shares900.00%2026-06-302026-07-07

NETFLIX INC. NETFLIX INC.30.1K shares0.52%2026-06-302026-07-07

MRK MERCK & CO INC15.6K shares5.05%2026-06-302026-07-07

ETN EATON CORP PLC4.7K shares6.84%2026-06-302026-07-07

TXN TEXAS INSTRS INC6.7K shares-20.88%2026-06-302026-07-07

Sponsored

RSP INVESCO EXCHANGE TRADED FD T9.2K shares-0.75%2026-06-302026-07-07

LRCX LAM RESEARCH CORP4.4K shares13.03%2026-06-302026-07-07

TT TRANE TECHNOLOGIES PLC3.8K shares0.00%2026-06-302026-07-07

NEXTERA ENERGY INC NEXTERA ENERGY INC20.1K shares12.53%2026-06-302026-07-07

CAT CATERPILLAR INC1.7K shares-3.16%2026-06-302026-07-07

PEP PEPSICO INC12.8K shares3.50%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.0K shares9.79%2026-06-302026-07-07

PM PHILIP MORRIS INTL INC8.9K shares-0.64%2026-06-302026-07-07

Sponsored

RTX CORPORATION RTX CORPORATION8.4K shares12.53%2026-06-302026-07-07

DE DEERE & CO2.5K shares-1.55%2026-06-302026-07-07

MS MORGAN STANLEY7.4K shares0.01%2026-06-302026-07-07

ABT ABBOTT LABORATORIES16.1K shares-21.65%2026-06-302026-07-07

MNST MONSTER BEVERAGE CORP NEW15.0K shares-5.15%2026-06-302026-07-07

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares-0.24%2026-06-302026-07-07

UNP UNION PAC CORP5.1K shares3.01%2026-06-302026-07-07

COP CONOCOPHILLIPS13.2K shares-2.72%2026-06-302026-07-07

Sponsored

GE GE AEROSPACE3.6K shares1.94%2026-06-302026-07-07

KO COCA COLA CO16.3K shares12.07%2026-06-302026-07-07

BMY BRISTOL-MYERS SQUIBB CO22.4K shares18.69%2026-06-302026-07-07

DAL DELTA AIR LINES INC13.6K shares-10.59%2026-06-302026-07-07

UBER UBER TECHNOLOGIES INC17.4K shares9.27%2026-06-302026-07-07

VRTX VERTEX PHARMACEUTICALS INC2.5K shares-4.61%2026-06-302026-07-07

REGN REGENERON PHARMACEUTICALS2.0K shares-0.55%2026-06-302026-07-07

SBUX STARBUCKS CORP12.2K shares-14.04%2026-06-302026-07-07

Sponsored

MO ALTRIA GROUP INC16.8K shares-0.04%2026-06-302026-07-07

ELV ELEVANCE HEALTH INC FORMERLY3.1K shares-14.64%2026-06-302026-07-07

TJX TJX COS INC NEW7.8K shares0.17%2026-06-302026-07-07

AMGN AMGEN INC3.3K shares18.29%2026-06-302026-07-07

PNC PNC FINL SVCS GROUP INC4.7K shares-0.46%2026-06-302026-07-07

CME CME GROUP INC5.0K shares23.31%2026-06-302026-07-07

ASTRAZENECA PLC ASTRAZENECA PLC5.8K sharesnew addition2026-06-302026-07-07

CHUBB LIMITED CHUBB LIMITED3.2K shares7.17%2026-06-302026-07-07

Sponsored

GLW CORNING INC4.2K shares0.07%2026-06-302026-07-07

CSX CSX CORP22.0K shares0.46%2026-06-302026-07-07

LABCORP HOLDINGS INC LABCORP HOLDINGS INC3.7K shares1.28%2026-06-302026-07-07

ICE INTERCONTINENTAL EXCHANGE IN8.2K shares111.90%2026-06-302026-07-07

CRM SALESFORCE INC6.2K shares-3.00%2026-06-302026-07-07

SYY SYSCO CORP11.4K shares20.48%2026-06-302026-07-07

MCD MCDONALDS CORP3.5K shares10.02%2026-06-302026-07-07

TMO THERMO FISHER SCIENTIFIC INC1.9K shares-1.06%2026-06-302026-07-07

Sponsored

AMRZ AMRIZE LTD17.1K shares5.59%2026-06-302026-07-07

LOW LOWES COS INC4.0K shares33.58%2026-06-302026-07-07

USB US BANCORP14.5K shares4.24%2026-06-302026-07-07

MAS MASCO CORP10.7K shares-10.18%2026-06-302026-07-07

SOUTHERN CO SOUTHERN CO9.1K shares8.22%2026-06-302026-07-07

ADI ANALOG DEVICES INC2.1K shares36.17%2026-06-302026-07-07

GS GOLDMAN SACHS GROUP INC829 shares0.00%2026-06-302026-07-07

MEDTRONIC PLC MEDTRONIC PLC10.4K shares6.77%2026-06-302026-07-07

Sponsored

VIG VANGUARD SPECIALIZED FUNDS3.4K shares-0.06%2026-06-302026-07-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL839 shares0.00%2026-06-302026-07-07

QCOM QUALCOMM INC4.3K shares-31.77%2026-06-302026-07-07

ISRG INTUITIVE SURGICAL INC2.0K shares-29.09%2026-06-302026-07-07

FDX FEDEX CORP2.5K shares-1.13%2026-06-302026-07-07

GILD GILEAD SCIENCES INC6.3K shares8.66%2026-06-302026-07-07

ITW ILLINOIS TOOL WKS INC2.9K shares23.98%2026-06-302026-07-07

IYE ISHARES TR13.6K shares0.00%2026-06-302026-07-07

Sponsored

SRE SEMPRA8.2K shares0.98%2026-06-302026-07-07

QQQ INVESCO QQQ TR1.0K shares17.54%2026-06-302026-07-07

MET METLIFE INC8.9K shares-2.80%2026-06-302026-07-07

NFRA FLEXSHARES TR11.3K shares-4.83%2026-06-302026-07-07

XLK SELECT SECTOR SPDR TR3.8K shares-36.94%2026-06-302026-07-07

CNC CENTENE CORP DEL11.1K shares-20.92%2026-06-302026-07-07

VLO VALERO ENERGY CORP2.6K shares-1.45%2026-06-302026-07-07

VEU VANGUARD INTL EQUITY INDEX F8.0K shares-0.31%2026-06-302026-07-07

Sponsored

INTC INTEL CORP4.7K shares13.67%2026-06-302026-07-07

DEO DIAGEO PLC8.0K shares11.61%2026-06-302026-07-07

C CITIGROUP INC4.5K shares69.25%2026-06-302026-07-07

APTIV PLC APTIV PLC10.0K shares49.36%2026-06-302026-07-07

ALL ALLSTATE CORP2.6K shares10.86%2026-06-302026-07-07

ADSK AUTODESK INC3.1K shares-9.31%2026-06-302026-07-07

OMC OMNICOM GROUP INC8.3K shares4065.83%2026-06-302026-07-07

IVW ISHARES TR4.3K shares-26.32%2026-06-302026-07-07

Sponsored

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC4.2K shares12.42%2026-06-302026-07-07

MSI MOTOROLA SOLUTIONS INC1.4K shares3.30%2026-06-302026-07-07

NVS NOVARTIS AG3.7K shares-4.15%2026-06-302026-07-07

WASTE MGMT INC DEL WASTE MGMT INC DEL2.6K shares31.44%2026-06-302026-07-07

VSNT VERSANT MEDIA GROUP INC15.7K shares122.71%2026-06-302026-07-07

CM CANADIAN IMPERIAL BANK OF CO4.9K shares0.00%2026-06-302026-07-07

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP5.9K shares-38.41%2026-06-302026-07-07

MAR MARRIOTT INTL INC NEW1.5K shares-2.23%2026-06-302026-07-07

Sponsored

EBAY EBAY INC.4.9K shares41.91%2026-06-302026-07-07

DHR DANAHER CORP DEL2.8K shares0.00%2026-06-302026-07-07

QDEF FLEXSHARES TR6.2K shares-16.49%2026-06-302026-07-07

SPSM SPDR SERIES TRUST9.2K shares0.00%2026-06-302026-07-07

YUM YUM BRANDS INC3.3K shares-3.65%2026-06-302026-07-07

CEG CONSTELLATION ENERGY CORP2.1K shares16.21%2026-06-302026-07-07

IWS ISHARES TR3.1K shares0.00%2026-06-302026-07-07

QUANTA SVCS INC QUANTA SVCS INC713 shares0.00%2026-06-302026-07-07

Sponsored

VGT VANGUARD WORLD FD4.2K shares586.27%2026-06-302026-07-07

GD GENERAL DYNAMICS CORP1.4K shares59.95%2026-06-302026-07-07

BLK BLACKROCK INC513 shares-9.20%2026-06-302026-07-07

MRVL MARVELL TECHNOLOGY INC1.7K shares0.12%2026-06-302026-07-07

NVO NOVO-NORDISK A S10.2K shares-3.34%2026-06-302026-07-07

IJT ISHARES TR2.7K shares0.00%2026-06-302026-07-07

EXPD EXPEDITORS INTL WASH INC2.9K shares-5.86%2026-06-302026-07-07

MDLZ MONDELEZ INTL INC8.2K shares-10.44%2026-06-302026-07-07

Sponsored

SLB SLB LIMITED9.9K shares-31.37%2026-06-302026-07-07

WY WEYERHAEUSER CO19.3K shares11.02%2026-06-302026-07-07

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW8.2K sharesnew addition2026-06-302026-07-07

APH AMPHENOL CORP2.5K shares0.08%2026-06-302026-07-07

KMB KIMBERLY-CLARK CORP4.0K shares-1.62%2026-06-302026-07-07

BCI ABRDN ETFS19.4K sharesnew addition2026-06-302026-07-07

TTE TOTALENERGIES SE5.6K shares199.25%2026-06-302026-07-07

MFC MANULIFE FINL CORP10.6K shares1039.31%2026-06-302026-07-07

Sponsored

DUK DUKE ENERGY CORP NEW3.3K shares0.00%2026-06-302026-07-07

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.9K shares-5.98%2026-06-302026-07-07

ASML ASML HLDG NV210 shares0.48%2026-06-302026-07-07

ETFS GOLD TR ETFS GOLD TR10.9K sharesnew addition2026-06-302026-07-07

MMC MARSH & MCLENNAN COS INC2.4K shares0.89%2026-06-302026-07-07

T AT&T INC19.0K shares0.00%2026-06-302026-07-07

LMT LOCKHEED MARTIN CORP765 shares-0.13%2026-06-302026-07-07

LEN LENNAR CORP4.3K shares0.00%2026-06-302026-07-07

Sponsored

USMV ISHARES TR4.0K shares0.00%2026-06-302026-07-07

S&P GLOBAL INC S&P GLOBAL INC931 shares-4.02%2026-06-302026-07-07

AMERIPRISE FINL INC AMERIPRISE FINL INC826 shares0.00%2026-06-302026-07-07

PGR PROGRESSIVE CORP1.7K shares-5.21%2026-06-302026-07-07

IDEXX LABS INC IDEXX LABS INC710 shares-35.80%2026-06-302026-07-07

RS RELIANCE INC970 shares0.00%2026-06-302026-07-07

SUSA ISHARES TR2.3K shares0.00%2026-06-302026-07-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.9K shares-39.08%2026-06-302026-07-07

Sponsored

MCK MCKESSON CORP466 shares-0.85%2026-06-302026-07-07

NGG NATIONAL GRID PLC4.2K shares0.00%2026-06-302026-07-07

WFC WELLS FARGO & CO4.2K shares0.00%2026-06-302026-07-07

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

BX BLACKSTONE INC2.9K shares16.45%2026-06-302026-07-07

AMT AMERICAN TOWER CORP2.1K shares0.00%2026-06-302026-07-07

CI THE CIGNA GROUP1.2K shares-32.43%2026-06-302026-07-07

HCA HCA HEALTHCARE INC858 shares0.00%2026-06-302026-07-07

Sponsored

CDNS CADENCE DESIGN SYSTEM INC882 shares0.11%2026-06-302026-07-07

BK BANK OF NY MELLON CORP2.3K shares0.18%2026-06-302026-07-07

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

PFE PFIZER INC13.5K shares-22.87%2026-06-302026-07-07

NKE NIKE INC7.8K shares-0.85%2026-06-302026-07-07

ADOBE INC ADOBE INC1.5K shares10.22%2026-06-302026-07-07

VCIT VANGUARD SCOTTSDALE FDS3.8K shares0.00%2026-06-302026-07-07

RDDT REDDIT INC1.8K shares0.00%2026-06-302026-07-07

Sponsored

MELI MERCADOLIBRE INC182 shares766.67%2026-06-302026-07-07

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.8K shares0.08%2026-06-302026-07-07

MPC MARATHON PETE CORP1.2K shares-54.78%2026-06-302026-07-07

GSK PLC GSK PLC5.6K shares0.00%2026-06-302026-07-07

IVE ISHARES TR1.3K shares0.00%2026-06-302026-07-07

SHE SPDR SERIES TRUST1.9K shares0.00%2026-06-302026-07-07

CMI CUMMINS INC405 shares0.00%2026-06-302026-07-07

AIG AMERICAN INTL GROUP INC3.8K shares0.00%2026-06-302026-07-07

Sponsored

3M CO 3M CO1.8K shares0.00%2026-06-302026-07-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC370 shares48.00%2026-06-302026-07-07

COF CAPITAL ONE FINL CORP1.4K shares0.00%2026-06-302026-07-07

XYZ BLOCK INC3.7K shares-5.99%2026-06-302026-07-07

WMB WILLIAMS COS INC3.7K shares0.00%2026-06-302026-07-07

IGSB ISHARES TR5.1K shares0.00%2026-06-302026-07-07

FDN FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2026-06-302026-07-07

AFL AFLAC INC2.2K shares239.79%2026-06-302026-07-07

Sponsored

AEP AMERICAN ELEC PWR CO INC1.9K shares0.00%2026-06-302026-07-07

KEYS KEYSIGHT TECHNOLOGIES INC746 shares0.00%2026-06-302026-07-07

BKNG BOOKING HOLDINGS INC1.5K shares2203.17%2026-06-302026-07-07

COR CENCORA INC879 shares0.00%2026-06-302026-07-07

SCHW SCHWAB CHARLES CORP2.7K shares0.00%2026-06-302026-07-07

GEV GE VERNOVA INC210 shares-0.94%2026-06-302026-07-07

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP767 shares-2.54%2026-06-302026-07-07

EMR EMERSON ELEC CO1.7K shares9.90%2026-06-302026-07-07

Sponsored

HWM HOWMET AEROSPACE INC889 shares0.23%2026-06-302026-07-07

SDVY FIRST TR EXCHANGE TRADED FD5.5K shares0.00%2026-06-302026-07-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC702 shares0.00%2026-06-302026-07-07

LIN LINDE PLC445 shares2.30%2026-06-302026-07-07

APD AIR PRODUCTS AND CHEMICALS I784 shares105.77%2026-06-302026-07-07

AJG GALLAGHER ARTHUR J & CO991 shares0.00%2026-06-302026-07-07

APPLE HOSPITALITY REIT INC APPLE HOSPITALITY REIT INC13.5K shares0.00%2026-06-302026-07-07

DOV DOVER CORP1.0K shares-0.10%2026-06-302026-07-07

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PSX PHILLIPS 661.3K shares0.00%2026-06-302026-07-07

NUE NUCOR CORP998 shares0.10%2026-06-302026-07-07

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC1.7K shares0.00%2026-06-302026-07-07

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD4.9K shares-42.37%2026-06-302026-07-07

MSCI MSCI INC395 shares-64.76%2026-06-302026-07-07

GM GENERAL MTRS CO2.9K shares95.27%2026-06-302026-07-07

XVV ISHARES TR3.9K shares0.00%2026-06-302026-07-07

UL UNILEVER PLC3.6K shares-1.46%2026-06-302026-07-07

Sponsored

VYM VANGUARD WHITEHALL FDS1.4K shares0.00%2026-06-302026-07-07

CMCSA COMCAST CORP NEW8.8K shares-65.03%2026-06-302026-07-07

SNY SANOFI SA5.0K shares-0.60%2026-06-302026-07-07

IWV ISHARES TR500 shares-85.29%2026-06-302026-07-07

PH PARKER-HANNIFIN CORP216 shares0.00%2026-06-302026-07-07

ORLY OREILLY AUTOMOTIVE INC2.3K shares0.00%2026-06-302026-07-07

INTU INTUIT804 shares-12.42%2026-06-302026-07-07

HYT BLACKROCK CORPOR HI YLD FD I24.5K shares0.00%2026-06-302026-07-07

Sponsored

ILMN ILLUMINA INC1.2K shares-47.43%2026-06-302026-07-07

FTCS FIRST TR EXCHANGE-TRADED FD2.2K shares-12.25%2026-06-302026-07-07

ADP AUTOMATIC DATA PROCESSING IN903 shares-77.08%2026-06-302026-07-07

LHX L3HARRIS TECHNOLOGIES INC695 shares17.80%2026-06-302026-07-07

MCO MOODYS CORP444 shares0.00%2026-06-302026-07-07

UTF COHEN & STEERS INFRASTRUCTUR7.2K sharesnew addition2026-06-302026-07-07

SERVICENOW INC SERVICENOW INC2.0K shares-77.04%2026-06-302026-07-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.7K shares5.67%2026-06-302026-07-07

Sponsored

PLD PROLOGIS INC.1.4K shares0.00%2026-06-302026-07-07

IR INGERSOLL RAND INC2.3K shares0.00%2026-06-302026-07-07

EXC EXELON CORP4.0K shares16.96%2026-06-302026-07-07

SCHF SCHWAB STRATEGIC TR6.7K shares0.00%2026-06-302026-07-07

TFC TRUIST FINL CORP3.7K shares0.00%2026-06-302026-07-07

EQIX EQUINIX INC176 shares-3.30%2026-06-302026-07-07

FDS FACTSET RESH SYS INC790 shares-5.39%2026-06-302026-07-07

CVS CVS HEALTH CORP1.7K shares-12.65%2026-06-302026-07-07

Sponsored

IJK ISHARES TR1.5K shares0.00%2026-06-302026-07-07

BTI BRITISH AMERN TOB PLC2.8K shares0.00%2026-06-302026-07-07

PSA PUBLIC STORAGE530 shares0.00%2026-06-302026-07-07

IWO ISHARES TR427 shares0.00%2026-06-302026-07-07

VV VANGUARD INDEX FDS489 shares0.00%2026-06-302026-07-07

TEL TE CONNECTIVITY PLC818 shares-22.46%2026-06-302026-07-07

SPEU SPDR INDEX SHS FDS3.0K shares0.00%2026-06-302026-07-07

BCS BARCLAYS PLC6.1K shares-1.38%2026-06-302026-07-07

Sponsored

MRP MILLROSE PPTYS INC5.4K shares0.00%2026-06-302026-07-07

NSC NORFOLK SOUTHN CORP514 shares19.53%2026-06-302026-07-07

HEI.A HEICO CORP NEW616 shares1157.14%2026-06-302026-07-07

CRH CRH PLC1.5K shares0.00%2026-06-302026-07-07

JFR NUVEEN FLOATING RATE INCOME20.0K shares0.00%2026-06-302026-07-07

VOT VANGUARD INDEX FDS500 shares0.00%2026-06-302026-07-07

HSBC HSBC HLDGS PLC1.6K shares-0.38%2026-06-302026-07-07

ICLR ICON PUB LTD CO866 shares30.03%2026-06-302026-07-07

Sponsored

PANW PALO ALTO NETWORKS INC441 shares-10.73%2026-06-302026-07-07

WDAY WORKDAY INC1.2K shares3.32%2026-06-302026-07-07

CP CANADIAN PACIFIC KANSAS CITY1.7K shares0.00%2026-06-302026-07-07

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V521 shares0.00%2026-06-302026-07-07

IWN ISHARES TR659 shares0.00%2026-06-302026-07-07

MGM MGM RESORTS INTERNATIONAL3.0K shares0.00%2026-06-302026-07-07

SHW SHERWIN WILLIAMS CO409 shares60.39%2026-06-302026-07-07

EOG EOG RES INC1.1K shares-2.78%2026-06-302026-07-07

Sponsored

AZO AUTOZONE INC44 shares0.00%2026-06-302026-07-07

NEM NEWMONT CORP1.5K shares0.00%2026-06-302026-07-07

CLOUDFLARE INC CLOUDFLARE INC570 shares-2.06%2026-06-302026-07-07

PEG PUBLIC SVC ENTERPRISE GROUP1.7K shares0.00%2026-06-302026-07-07

YUMC YUM CHINA HLDGS INC3.3K shares-3.54%2026-06-302026-07-07

CCI CROWN CASTLE INC1.8K shares0.00%2026-06-302026-07-07

SNDK SANDISK CORP59 shares742.86%2026-06-302026-07-07

VOYA VOYA FINANCIAL INC1.5K shares0.00%2026-06-302026-07-07

Sponsored

PCAR PACCAR INC1.1K shares0.00%2026-06-302026-07-07

CARR CARRIER GLOBAL CORPORATION1.8K shares0.00%2026-06-302026-07-07

GRMN GARMIN LTD550 shares532.18%2026-06-302026-07-07

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

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC7.3K shares0.00%2026-06-302026-07-07

BMO BANK MONTREAL MEDIUM710 shares0.00%2026-06-302026-07-07

TMUS T-MOBILE US INC746 shares-3.37%2026-06-302026-07-07

TRGP TARGA RES CORP450 shares0.00%2026-06-302026-07-07

Sponsored

FICO FAIR ISAAC CORP100 shares0.00%2026-06-302026-07-07

CIB Grupo Cibest SA1.5K shares-1.90%2026-06-302026-07-07

WDC WESTERN DIGITAL CORP186 shares-26.19%2026-06-302026-07-07

CHD CHURCH & DWIGHT CO INC1.2K shares0.00%2026-06-302026-07-07

IBN ICICI BANK LIMITED4.0K shares-2.09%2026-06-302026-07-07

SHEL SHELL PLC1.5K shares-6.65%2026-06-302026-07-07

RELX RELX PLC3.6K shares24.64%2026-06-302026-07-07

BSX BOSTON SCIENTIFIC CORP2.6K shares7.39%2026-06-302026-07-07

Sponsored

NOC NORTHROP GRUMMAN CORP216 shares56.52%2026-06-302026-07-07

VZ VERIZON COMMUNICATIONS INC2.6K shares-19.33%2026-06-302026-07-07

XLV SELECT SECTOR SPDR TR688 shares0.00%2026-06-302026-07-07

DOMINION ENERGY INC DOMINION ENERGY INC1.6K shares-7.98%2026-06-302026-07-07

PAYX PAYCHEX INC1.1K shares140.18%2026-06-302026-07-07

ABNB AIRBNB INC744 shares-73.95%2026-06-302026-07-07

HIG HARTFORD INSURANCE GROUP INC787 shares0.00%2026-06-302026-07-07

O REALTY INCOME CORP1.6K shares0.00%2026-06-302026-07-07

Sponsored

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A222 shares-3.06%2026-06-302026-07-07

B BARRICK MNG CORP2.8K shares55.76%2026-06-302026-07-07

LECO LINCOLN ELEC HLDGS INC381 shares-2.31%2026-06-302026-07-07

CVNA CARVANA CO1.5K shares396.76%2026-06-302026-07-07

EG EVEREST GROUP LTD281 shares-2.43%2026-06-302026-07-07

MTB M & T BK CORP420 shares0.00%2026-06-302026-07-07

XLF SELECT SECTOR SPDR TR1.9K shares-38.66%2026-06-302026-07-07

CBRE CBRE GROUP INC737 shares-27.75%2026-06-302026-07-07

Sponsored

SHY ISHARES TR1.2K shares0.00%2026-06-302026-07-07

PRU PRUDENTIAL FINL INC904 shares0.00%2026-06-302026-07-07

SAP SAP SE626 shares0.00%2026-06-302026-07-07

HDB HDFC BANK LTD3.7K shares-1.30%2026-06-302026-07-07

DLR DIGITAL RLTY TR INC522 shares62.11%2026-06-302026-07-07

TSCO TRACTOR SUPPLY CO3.0K shares0.00%2026-06-302026-07-07

SCZ ISHARES TR1.1K shares0.00%2026-06-302026-07-07

NTRS NORTHERN TR CORP533 shares0.00%2026-06-302026-07-07

Sponsored

USCI UNITED STS COMMODITY INDEX F1.0K sharesnew addition2026-06-302026-07-07

CORTEVA INC CORTEVA INC1.1K shares0.00%2026-06-302026-07-07

EW EDWARDS LIFESCIENCES CORP1.0K shares0.00%2026-06-302026-07-07

LFUS LITTELFUSE INC200 shares0.00%2026-06-302026-07-07

RIO RIO TINTO PLC956 shares-1.44%2026-06-302026-07-07

IYY ISHARES TR497 shares0.00%2026-06-302026-07-07

SONY SONY GROUP CORP4.5K shares25.64%2026-06-302026-07-07

DGX QUEST DIAGNOSTICS INC422 shares245.90%2026-06-302026-07-07

Sponsored

RKLB ROCKET LAB CORP873 shares291.48%2026-06-302026-07-07

CAH CARDINAL HEALTH INC373 shares0.00%2026-06-302026-07-07

SDY SPDR SERIES TRUST582 shares0.00%2026-06-302026-07-07

IYLD ISHARES TR3.9K shares0.00%2026-06-302026-07-07

PYPL PAYPAL HLDGS INC2.0K shares-64.07%2026-06-302026-07-07

CHKP CHECK POINT SOFTWARE TECH LT657 shares10.23%2026-06-302026-07-07

SCHH SCHWAB STRATEGIC TR3.6K shares-42.91%2026-06-302026-07-07

AAXJ ISHARES TR704 sharesnew addition2026-06-302026-07-07

Sponsored

NYT NEW YORK TIMES CO MTN BE1.2K shares0.00%2026-06-302026-07-07

BUD ANHEUSER BUSCH INBEV SA NV1.0K shares-0.89%2026-06-302026-07-07

SPG SIMON PPTY GROUP INC NEW369 shares-6.11%2026-06-302026-07-07

ADM ARCHER DANIELS MIDLAND CO1.1K shares-15.48%2026-06-302026-07-07

CMS CMS ENERGY CORP1.1K shares0.00%2026-06-302026-07-07

ITUB ITAU UNIBANCO HLDG SA10.0K shares-2.24%2026-06-302026-07-07

WBS WEBSTER FINL CORP1.1K shares0.00%2026-06-302026-07-07

CNI CANADIAN NATL RY CO673 shares20.39%2026-06-302026-07-07

Sponsored

Q QNITY ELECTRONICS INC482 shares0.00%2026-06-302026-07-07

ZOETIS INC ZOETIS INC1.1K shares-75.12%2026-06-302026-07-07

NRG NRG ENERGY INC517 shares-38.89%2026-06-302026-07-07

VANECK ETF TRUST VANECK ETF TRUST1.0K sharesnew addition2026-06-302026-07-07

EQNR EQUINOR ASA2.4K shares-2.59%2026-06-302026-07-07

DFAS DIMENSIONAL ETF TRUST886 shares26.57%2026-06-302026-07-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR1.6K shares0.00%2026-06-302026-07-07

URI UNITED RENTALS INC64 shares0.00%2026-06-302026-07-07

Sponsored

EA ELECTRONIC ARTS INC353 shares0.00%2026-06-302026-07-07

PHM PULTE GROUP INC526 shares-35.62%2026-06-302026-07-07

CTAS CINTAS CORP424 shares-18.46%2026-06-302026-07-07

NBIS NEBIUS GROUP N.V.260 shares-44.33%2026-06-302026-07-07

ERIC TELEFONAKTIEBOLAGET LM ERICS6.4K shares-2.65%2026-06-302026-07-07

BHP BHP BILLITON LIMITED856 shares-0.12%2026-06-302026-07-07

ACWX ISHARES TR935 shares22.22%2026-06-302026-07-07

GUNR FLEXSHARES TR1.4K shares-8.98%2026-06-302026-07-07

Sponsored

ROK ROCKWELL AUTOMATION INC143 shares52.13%2026-06-302026-07-07

DHI D R HORTON INC433 shares0.00%2026-06-302026-07-07

SQM SOCIEDAD QUIMICA Y MINERA DE952 shares-1.96%2026-06-302026-07-07

VUG VANGUARD INDEX FDS800 shares700.00%2026-06-302026-07-07

SNPS SYNOPSYS INC151 shares-75.88%2026-06-302026-07-07

BWA BORGWARNER INC1.0K shares4304.35%2026-06-302026-07-07

BP BP PLC1.8K shares0.00%2026-06-302026-07-07

SOLS SOLSTICE ADVANCED MATLS INC739 shares-8.31%2026-06-302026-07-07

Sponsored

QSR RESTAURANT BRANDS INTL INC897 shares11.57%2026-06-302026-07-07

BIDU BAIDU INC567 shares13.40%2026-06-302026-07-07

OTIS OTIS WORLDWIDE CORP903 shares0.00%2026-06-302026-07-07

PPL CORP PPL CORP1.8K shares0.00%2026-06-302026-07-07

XLI SELECT SECTOR SPDR TR344 shares-49.85%2026-06-302026-07-07

SYK STRYKER CORPORATION197 shares0.00%2026-06-302026-07-07

DVN DEVON ENERGY CORP NEW1.5K shares9.04%2026-06-302026-07-07

IJS ISHARES TR450 shares0.00%2026-06-302026-07-07

Sponsored

ABEV AMBEV SA19.4K shares-1.82%2026-06-302026-07-07

FTNT FORTINET INC393 shares-41.26%2026-06-302026-07-07

WBD WARNER BROS DISCOVERY INC2.3K shares-7.54%2026-06-302026-07-07

ROST ROSS STORES INC280 shares0.00%2026-06-302026-07-07

ONON ON HLDG AG1.7K shares0.00%2026-06-302026-07-07

CF CF INDUSTRIES HOLD542 shares0.00%2026-06-302026-07-07

IEV ISHARES TR800 shares0.00%2026-06-302026-07-07

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.633 shares0.00%2026-06-302026-07-07

Sponsored

ALAI THE ALGER ETF TRUST1.3K shares0.00%2026-06-302026-07-07

ET ENERGY TRANSFER L P3.0K sharesnew addition2026-06-302026-07-07

CFG CITIZENS FINL GROUP INC817 shares-26.20%2026-06-302026-07-07

KR KROGER CO1.0K shares-85.87%2026-06-302026-07-07

SII SPROTT INC500 sharesnew addition2026-06-302026-07-07

WCN WASTE CONNECTIONS INC333 shares0.00%2026-06-302026-07-07

IYW ISHARES TR218 sharesnew addition2026-06-302026-07-07

WEC WEC ENERGY GROUP INC470 shares176.47%2026-06-302026-07-07

Sponsored

HBAN HUNTINGTON BANCSHARES INC3.1K shares0.00%2026-06-302026-07-07

ES EVERSOURCE ENERGY754 shares573.21%2026-06-302026-07-07

WELL WELLTOWER INC240 shares0.00%2026-06-302026-07-07

IBIT ISHARES BITCOIN TRUST ETF1.6K shares0.00%2026-06-302026-07-07

AON AON PLC164 shares-85.93%2026-06-302026-07-07

SYF SYNCHRONY FINANCIAL713 shares0.00%2026-06-302026-07-07

NN NEXTNAV INC3.0K sharesnew addition2026-06-302026-07-07

TGT TARGET CORP407 shares-10.94%2026-06-302026-07-07

Sponsored

FAST FASTENAL CO1.1K shares-21.04%2026-06-302026-07-07

DELL DELL TECHNOLOGIES INC122 shares9.91%2026-06-302026-07-07

J JACOBS SOLUTIONS INC415 shares0.00%2026-06-302026-07-07

CHTR CHARTER COMMUNICATIONS INC361 shares-13.43%2026-06-302026-07-07

AVY AVERY DENNISON CORP316 shares-21.78%2026-06-302026-07-07

ANET ARISTA NETWORKS INC301 shares-4.75%2026-06-302026-07-07

VRT VERTIV HOLDINGS CO151 shares0.67%2026-06-302026-07-07

FITB FIFTH THIRD BANCORP886 shares-22.55%2026-06-302026-07-07

Sponsored

MFG MIZUHO FINANCIAL GROUP INC5.1K sharesnew addition2026-06-302026-07-07

LUMENTUM HLDGS INC LUMENTUM HLDGS INC56 shares24.44%2026-06-302026-07-07

HPE HEWLETT PACKARD ENTERPRISE C1.1K shares0.00%2026-06-302026-07-07

DVYA ISHARES INC1.0K shares0.00%2026-06-302026-07-07

FNF FIDELITY NATL FINL INC1.0K shares0.00%2026-06-302026-07-07

VBK VANGUARD INDEX FDS126 shares0.00%2026-06-302026-07-07

KKR KKR & CO INC498 shares0.00%2026-06-302026-07-07

GFF GRIFFON CORP467 shares0.00%2026-06-302026-07-07

Sponsored

BKR BAKER HUGHES COMPANY814 shares0.00%2026-06-302026-07-07

LUV SOUTHWEST AIRLS CO871 shares109.38%2026-06-302026-07-07

ETR ENTERGY CORP NEW388 shares-0.51%2026-06-302026-07-07

BHF BRIGHTHOUSE FINL INC697 shares0.00%2026-06-302026-07-07

EMXC ISHARES INC430 shares0.00%2026-06-302026-07-07

VFH VANGUARD WORLD FD332 shares0.00%2026-06-302026-07-07

CMG CHIPOTLE MEXICAN GRILL INC1.3K shares0.00%2026-06-302026-07-07

XME SPDR SERIES TRUST400 sharesnew addition2026-06-302026-07-07

Sponsored

PKW INVESCO EXCHANGE TRADED FD T300 shares0.00%2026-06-302026-07-07

STT STATE STR CORP249 shares0.00%2026-06-302026-07-07

EZU ISHARES INC601 shares0.00%2026-06-302026-07-07

HWC HANCOCK WHITNEY CORPORATION559 shares0.00%2026-06-302026-07-07

RF REGIONS FINANCIAL CORP NEW1.4K shares-30.43%2026-06-302026-07-07

UPS UNITED PARCEL SVCS INC379 shares49.80%2026-06-302026-07-07

MGA MAGNA INTL INC614 shares-4.21%2026-06-302026-07-07

SGOV ISHARES TR400 shares0.00%2026-06-302026-07-07

Sponsored

SLV ISHARES SILVER TR750 shares0.00%2026-06-302026-07-07

GWW WW GRAINGER INC29 shares0.00%2026-06-302026-07-07

SNN SMITH & NEPHEW PLC1.4K shares-2.93%2026-06-302026-07-07

FANG DIAMONDBACK ENERGY INC222 shares0.00%2026-06-302026-07-07

NMT NUVEEN MASS QUALITY MUN INC3.0K shares0.00%2026-06-302026-07-07

VXUS VANGUARD STAR FDS455 shares-0.44%2026-06-302026-07-07

HPQ HP INC1.8K shares0.00%2026-06-302026-07-07

OXY OCCIDENTAL PETE CORP796 shares0.00%2026-06-302026-07-07

Sponsored

IT GARTNER INC296 shares-24.30%2026-06-302026-07-07

SE SEA LTD399 shares2.84%2026-06-302026-07-07

PDD PDD HOLDINGS INC500 sharesnew addition2026-06-302026-07-07

VLTO VERALTO CORP427 shares-14.43%2026-06-302026-07-07

APPLOVIN CORP APPLOVIN CORP73 shares28.07%2026-06-302026-07-07

HESM HESS MIDSTREAM LP1.0K sharesnew addition2026-06-302026-07-07

EXPE EXPEDIA GROUP INC146 shares11.45%2026-06-302026-07-07

WDS WOODSIDE ENERGY GROUP LTD1.9K shares-2.91%2026-06-302026-07-07

Sponsored

CL COLGATE PALMOLIVE CO407 shares0.00%2026-06-302026-07-07

HMC HONDA MOTOR CO LTD1.4K shares-3.12%2026-06-302026-07-07

FTV FORTIVE CORP595 shares-6.30%2026-06-302026-07-07

BBD BANCO BRADESCO S A10.2K shares7.89%2026-06-302026-07-07

NAN NUVEEN NY DIVI ADV3.0K shares0.00%2026-06-302026-07-07

KMI KINDER MORGAN INC DEL1.1K shares0.00%2026-06-302026-07-07

NNY NUVEEN N Y MUN VALUE FD4.0K shares0.00%2026-06-302026-07-07

ZBH ZIMMER BIOMET HOLDINGS INC404 shares0.00%2026-06-302026-07-07

Sponsored

FERG FERGUSON ENTERPRISES INC145 shares0.00%2026-06-302026-07-07

GCO GENESCO INC1.0K shares0.00%2026-06-302026-07-07

EQT EQT CORP632 shares0.00%2026-06-302026-07-07

NICE NICE LTD361 shares-3.22%2026-06-302026-07-07

EWBC EAST WEST BANCORP INC253 shares0.00%2026-06-302026-07-07

GNR SPDR INDEX SHS FDS485 shares0.00%2026-06-302026-07-07

PLAB PHOTRONICS INC1.0K sharesnew addition2026-06-302026-07-07

OKE ONEOK INC NEW372 shares-26.19%2026-06-302026-07-07

Sponsored

ECL ECOLAB INC116 shares0.00%2026-06-302026-07-07

XYL XYLEM INC270 shares0.00%2026-06-302026-07-07

PUK PRUDENTIAL PLC1.2K shares-2.94%2026-06-302026-07-07

OR OR ROYALTIES INC.1.0K sharesnew addition2026-06-302026-07-07

VOO

VANGUARD INDEX FDS

11.52%

Shares138.5K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

2.62%

Shares165.8K

Event2026-06-30

Filed2026-07-07

IJH

ISHARES TR

0.70%

Shares606.8K

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

2.22%

Shares282.8K

Event2026-06-30

Filed2026-07-07

ISHARES TR

12.78%

Shares376.4K

Event2026-06-30

Filed2026-07-07

VGSH

VANGUARD SCOTTSDALE FDS

90.44%

Shares586.9K

Event2026-06-30

Filed2026-07-07

ISHARES TR

-1.11%

Shares44.1K

Event2026-06-30

Filed2026-07-07

IEMG

ISHARES INC

5.48%

Shares392.0K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

1.90%

Shares114.2K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

4.65%

Shares22.8K

Event2026-06-30

Filed2026-07-07

IWF

ISHARES TR

303.71%

Shares135.1K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

3.39%

Shares44.3K

Event2026-06-30

Filed2026-07-07

VTEB

VANGUARD MUN BD FDS

0.30%

Shares290.5K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

5.14%

Shares61.0K

Event2026-06-30

Filed2026-07-07

VCSH

VANGUARD SCOTTSDALE FDS

4.83%

Shares177.5K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

6.80%

Shares37.2K

Event2026-06-30

Filed2026-07-07

VWO

VANGUARD INTL EQUITY INDEX F

17.51%

Shares227.6K

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD TAX-MANAGED FDS

6.87%

Shares181.7K

Event2026-06-30

Filed2026-07-07

VTV

VANGUARD INDEX FDS

4.28%

Shares59.1K

Event2026-06-30

Filed2026-07-07

USHY

ISHARES TR

3.13%

Shares341.7K

Event2026-06-30

Filed2026-07-07

SUB

ISHARES TR

1.38%

Shares117.0K

Event2026-06-30

Filed2026-07-07

IAU

ISHARES GOLD TR

6.93%

Shares156.6K

Event2026-06-30

Filed2026-07-07

LMBS

FIRST TR EXCHANGE-TRADED FD

5.27%

Shares219.4K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

13.28%

Shares30.6K

Event2026-06-30

Filed2026-07-07

EFA

ISHARES TR

2.56%

Shares103.8K

Event2026-06-30

Filed2026-07-07

ITOT

ISHARES TR

-0.13%

Shares65.5K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

1.67%

Shares30.9K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

399.60%

Shares122.4K

Event2026-06-30

Filed2026-07-07

GLD

SPDR GOLD TR

9.36%

Shares26.2K

Event2026-06-30

Filed2026-07-07

LLY

ELI LILLY & CO

-0.63%

Shares7.6K

Event2026-06-30

Filed2026-07-07

MDY

STATE STR SPDR S&P MIDCAP 40

4.26%

Shares12.7K

Event2026-06-30

Filed2026-07-07

MICRON TECHNOLOGY INC

2.17%

Shares7.6K

Event2026-06-30

Filed2026-07-07

EEM

ISHARES TR

9.09%

Shares121.5K

Event2026-06-30

Filed2026-07-07

BND

VANGUARD BD INDEX FDS

4.93%

Shares111.5K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

-3.27%

Shares59.0K

Event2026-06-30

Filed2026-07-07

AVEM

AMERICAN CENTY ETF TR

1.52%

Shares78.4K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

4.58%

Shares24.8K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

7.26%

Shares7.4K

Event2026-06-30

Filed2026-07-07

XLE

SELECT SECTOR SPDR TR

-47.64%

Shares129.4K

Event2026-06-30

Filed2026-07-07

ISHARES TR

1.66%

Shares64.5K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

1.49%

Shares11.1K

Event2026-06-30

Filed2026-07-07

BROADCOM INC

1.09%

Shares15.3K

Event2026-06-30

Filed2026-07-07

VISA INC

-1.93%

Shares16.2K

Event2026-06-30

Filed2026-07-07

VDE

VANGUARD WORLD FD

-52.06%

Shares36.8K

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

-23.07%

Shares6.7K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

-1.29%

Shares11.3K

Event2026-06-30

Filed2026-07-07

BAC

BANK OF AMER CORP

0.64%

Shares77.0K

Event2026-06-30

Filed2026-07-07

AVDE

AMERICAN CENTY ETF TR

-11.88%

Shares48.5K

Event2026-06-30

Filed2026-07-07

IRT

INDEPENDENCE RLTY TR INC

0.00%

Shares236.7K

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

12.54%

Shares6.8K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-0.46%

Shares10.6K

Event2026-06-30

Filed2026-07-07

IWD

ISHARES TR

0.13%

Shares16.0K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

-0.46%

Shares15.4K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

11.07%

Shares15.2K

Event2026-06-30

Filed2026-07-07

VNQ

VANGUARD INDEX FDS

-2.50%

Shares40.0K

Event2026-06-30

Filed2026-07-07

AUTONATION INC

-5.00%

Shares19.0K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

1.82%

Shares9.5K

Event2026-06-30

Filed2026-07-07

MUB

ISHARES TR

-1.94%

Shares29.6K

Event2026-06-30

Filed2026-07-07

MASTERCARD INCORPORATED

-7.35%

Shares6.2K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

-3.59%

Shares19.0K

Event2026-06-30

Filed2026-07-07

ORACLE CORP

-8.60%

Shares20.2K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

14.60%

Shares5.9K

Event2026-06-30

Filed2026-07-07

IWM

ISHARES TR

9.34%

Shares9.8K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

8.96%

Shares23.8K

Event2026-06-30

Filed2026-07-07

VOE

VANGUARD INDEX FDS

4.27%

Shares13.2K

Event2026-06-30

Filed2026-07-07

IWR

ISHARES TR

-16.48%

Shares23.3K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

47.55%

Shares21.9K

Event2026-06-30

Filed2026-07-07

IBM

INTERNATIONAL BUSINESS MACHS

2.07%

Shares9.1K

Event2026-06-30

Filed2026-07-07

AXP

AMERICAN EXPRESS CO

2.70%

Shares7.2K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

0.28%

Shares16.4K

Event2026-06-30

Filed2026-07-07

SHOP

SHOPIFY INC

-3.12%

Shares20.7K

Event2026-06-30

Filed2026-07-07

DIS

DISNEY WALT CO

-7.77%

Shares24.3K

Event2026-06-30

Filed2026-07-07

VBR

VANGUARD INDEX FDS

3.72%

Shares9.2K

Event2026-06-30

Filed2026-07-07

HEFA

ISHARES TR

0.00%

Shares47.5K

Event2026-06-30

Filed2026-07-07

BOEING CO

14.26%

Shares10.3K

Event2026-06-30

Filed2026-07-07

KLAC

KLA CORP

900.00%

Shares7.2K

Event2026-06-30

Filed2026-07-07

NETFLIX INC.

0.52%

Shares30.1K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

5.05%

Shares15.6K

Event2026-06-30

Filed2026-07-07

ETN

EATON CORP PLC

6.84%

Shares4.7K

Event2026-06-30

Filed2026-07-07

TXN

TEXAS INSTRS INC

-20.88%

Shares6.7K

Event2026-06-30

Filed2026-07-07

RSP

INVESCO EXCHANGE TRADED FD T

-0.75%

Shares9.2K

Event2026-06-30

Filed2026-07-07

LRCX

LAM RESEARCH CORP

13.03%

Shares4.4K

Event2026-06-30

Filed2026-07-07

TRANE TECHNOLOGIES PLC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-07

NEXTERA ENERGY INC

12.53%

Shares20.1K

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

-3.16%

Shares1.7K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

3.50%

Shares12.8K

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

9.79%

Shares4.0K

Event2026-06-30

Filed2026-07-07

PHILIP MORRIS INTL INC

-0.64%

Shares8.9K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

12.53%

Shares8.4K

Event2026-06-30

Filed2026-07-07

DEERE & CO

-1.55%

Shares2.5K

Event2026-06-30

Filed2026-07-07

MORGAN STANLEY

0.01%

Shares7.4K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

-21.65%

Shares16.1K

Event2026-06-30

Filed2026-07-07

MNST

MONSTER BEVERAGE CORP NEW

-5.15%

Shares15.0K

Event2026-06-30

Filed2026-07-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.24%

Shares2.9K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

3.01%

Shares5.1K

Event2026-06-30

Filed2026-07-07

COP

CONOCOPHILLIPS

-2.72%

Shares13.2K

Event2026-06-30

Filed2026-07-07

GE AEROSPACE

1.94%

Shares3.6K

Event2026-06-30

Filed2026-07-07

COCA COLA CO

12.07%

Shares16.3K

Event2026-06-30

Filed2026-07-07

BMY

BRISTOL-MYERS SQUIBB CO

18.69%

Shares22.4K

Event2026-06-30

Filed2026-07-07

DAL

DELTA AIR LINES INC

-10.59%

Shares13.6K

Event2026-06-30

Filed2026-07-07

UBER

UBER TECHNOLOGIES INC

9.27%

Shares17.4K

Event2026-06-30

Filed2026-07-07

VRTX

VERTEX PHARMACEUTICALS INC

-4.61%

Shares2.5K

Event2026-06-30

Filed2026-07-07

REGN

REGENERON PHARMACEUTICALS

-0.55%

Shares2.0K

Event2026-06-30

Filed2026-07-07

SBUX

STARBUCKS CORP

-14.04%

Shares12.2K

Event2026-06-30

Filed2026-07-07

ALTRIA GROUP INC

-0.04%

Shares16.8K

Event2026-06-30

Filed2026-07-07

ELV

ELEVANCE HEALTH INC FORMERLY

-14.64%

Shares3.1K

Event2026-06-30

Filed2026-07-07

TJX

TJX COS INC NEW

0.17%

Shares7.8K

Event2026-06-30

Filed2026-07-07

AMGN

AMGEN INC

18.29%

Shares3.3K

Event2026-06-30

Filed2026-07-07

PNC

PNC FINL SVCS GROUP INC

-0.46%

Shares4.7K

Event2026-06-30

Filed2026-07-07

CME

CME GROUP INC

23.31%

Shares5.0K

Event2026-06-30

Filed2026-07-07

ASTRAZENECA PLC

New

Shares5.8K

Event2026-06-30

Filed2026-07-07

CHUBB LIMITED

7.17%

Shares3.2K

Event2026-06-30

Filed2026-07-07

GLW

CORNING INC

0.07%

Shares4.2K

Event2026-06-30

Filed2026-07-07

CSX

CSX CORP

0.46%

Shares22.0K

Event2026-06-30

Filed2026-07-07

LABCORP HOLDINGS INC

1.28%

Shares3.7K

Event2026-06-30

Filed2026-07-07

ICE

INTERCONTINENTAL EXCHANGE IN

111.90%

Shares8.2K

Event2026-06-30

Filed2026-07-07

CRM

SALESFORCE INC

-3.00%

Shares6.2K

Event2026-06-30

Filed2026-07-07

SYY

SYSCO CORP

20.48%

Shares11.4K

Event2026-06-30

Filed2026-07-07

MCD

MCDONALDS CORP

10.02%

Shares3.5K

Event2026-06-30

Filed2026-07-07

TMO

THERMO FISHER SCIENTIFIC INC

-1.06%

Shares1.9K

Event2026-06-30

Filed2026-07-07

AMRZ

AMRIZE LTD

5.59%

Shares17.1K

Event2026-06-30

Filed2026-07-07

LOW

LOWES COS INC

33.58%

Shares4.0K

Event2026-06-30

Filed2026-07-07

USB

US BANCORP

4.24%

Shares14.5K

Event2026-06-30

Filed2026-07-07

MAS

MASCO CORP

-10.18%

Shares10.7K

Event2026-06-30

Filed2026-07-07

SOUTHERN CO

8.22%

Shares9.1K

Event2026-06-30

Filed2026-07-07

ADI

ANALOG DEVICES INC

36.17%

Shares2.1K

Event2026-06-30

Filed2026-07-07

GOLDMAN SACHS GROUP INC

0.00%

Shares829

Event2026-06-30

Filed2026-07-07

MEDTRONIC PLC

6.77%

Shares10.4K

Event2026-06-30

Filed2026-07-07

VIG

VANGUARD SPECIALIZED FUNDS

-0.06%

Shares3.4K

Event2026-06-30

Filed2026-07-07

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares839

Event2026-06-30

Filed2026-07-07

QCOM

QUALCOMM INC

-31.77%

Shares4.3K

Event2026-06-30

Filed2026-07-07

ISRG

INTUITIVE SURGICAL INC

-29.09%

Shares2.0K

Event2026-06-30

Filed2026-07-07

FDX

FEDEX CORP

-1.13%

Shares2.5K

Event2026-06-30

Filed2026-07-07

GILD

GILEAD SCIENCES INC

8.66%

Shares6.3K

Event2026-06-30

Filed2026-07-07

ITW

ILLINOIS TOOL WKS INC

23.98%

Shares2.9K

Event2026-06-30

Filed2026-07-07

IYE

ISHARES TR

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-07

SRE

SEMPRA

0.98%

Shares8.2K

Event2026-06-30

Filed2026-07-07

QQQ

INVESCO QQQ TR

17.54%

Shares1.0K

Event2026-06-30

Filed2026-07-07

MET

METLIFE INC

-2.80%

Shares8.9K

Event2026-06-30

Filed2026-07-07

NFRA

FLEXSHARES TR

-4.83%

Shares11.3K

Event2026-06-30

Filed2026-07-07

XLK

SELECT SECTOR SPDR TR

-36.94%

Shares3.8K

Event2026-06-30

Filed2026-07-07

CNC

CENTENE CORP DEL

-20.92%

Shares11.1K

Event2026-06-30

Filed2026-07-07

VLO

VALERO ENERGY CORP

-1.45%

Shares2.6K

Event2026-06-30

Filed2026-07-07

VEU

VANGUARD INTL EQUITY INDEX F

-0.31%

Shares8.0K

Event2026-06-30

Filed2026-07-07

INTC

INTEL CORP

13.67%

Shares4.7K

Event2026-06-30

Filed2026-07-07

DEO

DIAGEO PLC

11.61%

Shares8.0K

Event2026-06-30

Filed2026-07-07

CITIGROUP INC

69.25%

Shares4.5K

Event2026-06-30

Filed2026-07-07

APTIV PLC

49.36%

Shares10.0K

Event2026-06-30

Filed2026-07-07

ALL

ALLSTATE CORP

10.86%

Shares2.6K

Event2026-06-30

Filed2026-07-07

ADSK

AUTODESK INC

-9.31%

Shares3.1K

Event2026-06-30

Filed2026-07-07

OMC

OMNICOM GROUP INC

4065.83%

Shares8.3K

Event2026-06-30

Filed2026-07-07

IVW

ISHARES TR

-26.32%

Shares4.3K

Event2026-06-30

Filed2026-07-07

CONSTELLATION BRANDS INC

12.42%

Shares4.2K

Event2026-06-30

Filed2026-07-07

MSI

MOTOROLA SOLUTIONS INC

3.30%

Shares1.4K

Event2026-06-30

Filed2026-07-07

NVS

NOVARTIS AG

-4.15%

Shares3.7K

Event2026-06-30

Filed2026-07-07

WASTE MGMT INC DEL

31.44%

Shares2.6K

Event2026-06-30

Filed2026-07-07

VSNT

VERSANT MEDIA GROUP INC

122.71%

Shares15.7K

Event2026-06-30

Filed2026-07-07

CANADIAN IMPERIAL BANK OF CO

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-07

ON SEMICONDUCTOR CORP

-38.41%

Shares5.9K

Event2026-06-30

Filed2026-07-07

MAR

MARRIOTT INTL INC NEW

-2.23%

Shares1.5K

Event2026-06-30

Filed2026-07-07

EBAY

EBAY INC.

41.91%

Shares4.9K

Event2026-06-30

Filed2026-07-07

DHR

DANAHER CORP DEL

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-07

QDEF

FLEXSHARES TR

-16.49%

Shares6.2K

Event2026-06-30

Filed2026-07-07

SPSM

SPDR SERIES TRUST

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-07

YUM

YUM BRANDS INC

-3.65%

Shares3.3K

Event2026-06-30

Filed2026-07-07

CEG

CONSTELLATION ENERGY CORP

16.21%

Shares2.1K

Event2026-06-30

Filed2026-07-07

IWS

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-07

QUANTA SVCS INC

0.00%

Shares713

Event2026-06-30

Filed2026-07-07

VGT

VANGUARD WORLD FD

586.27%

Shares4.2K

Event2026-06-30

Filed2026-07-07

GENERAL DYNAMICS CORP

59.95%

Shares1.4K

Event2026-06-30

Filed2026-07-07

BLK

BLACKROCK INC

-9.20%

Shares513

Event2026-06-30

Filed2026-07-07

MRVL

MARVELL TECHNOLOGY INC

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-07

NVO

NOVO-NORDISK A S

-3.34%

Shares10.2K

Event2026-06-30

Filed2026-07-07

IJT

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-07

EXPD

EXPEDITORS INTL WASH INC

-5.86%

Shares2.9K

Event2026-06-30

Filed2026-07-07

MDLZ

MONDELEZ INTL INC

-10.44%

Shares8.2K

Event2026-06-30

Filed2026-07-07

SLB

SLB LIMITED

-31.37%

Shares9.9K

Event2026-06-30

Filed2026-07-07

WEYERHAEUSER CO

11.02%

Shares19.3K

Event2026-06-30

Filed2026-07-07

SUNCOR ENERGY INC NEW

New

Shares8.2K

Event2026-06-30

Filed2026-07-07

APH

AMPHENOL CORP

0.08%

Shares2.5K

Event2026-06-30

Filed2026-07-07

KMB

KIMBERLY-CLARK CORP

-1.62%

Shares4.0K

Event2026-06-30

Filed2026-07-07

BCI

ABRDN ETFS

New

Shares19.4K

Event2026-06-30

Filed2026-07-07

TTE

TOTALENERGIES SE

199.25%

Shares5.6K

Event2026-06-30

Filed2026-07-07

MFC

MANULIFE FINL CORP

1039.31%

Shares10.6K

Event2026-06-30

Filed2026-07-07

DUK

DUKE ENERGY CORP NEW

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-07

JOHNSON CONTROLS INTERNATION

-5.98%

Shares2.9K

Event2026-06-30

Filed2026-07-07

ASML

ASML HLDG NV

0.48%

Shares210

Event2026-06-30

Filed2026-07-07

ETFS GOLD TR

New

Shares10.9K

Event2026-06-30

Filed2026-07-07

MMC

MARSH & MCLENNAN COS INC

0.89%

Shares2.4K

Event2026-06-30

Filed2026-07-07

AT&T INC

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-07

LMT

LOCKHEED MARTIN CORP

-0.13%

Shares765

Event2026-06-30

Filed2026-07-07

LEN

LENNAR CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-07

USMV

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-07

S&P GLOBAL INC

-4.02%

Shares931

Event2026-06-30

Filed2026-07-07

AMERIPRISE FINL INC

0.00%

Shares826

Event2026-06-30

Filed2026-07-07

PGR

PROGRESSIVE CORP

-5.21%

Shares1.7K

Event2026-06-30

Filed2026-07-07

IDEXX LABS INC

-35.80%

Shares710

Event2026-06-30

Filed2026-07-07

RELIANCE INC

0.00%

Shares970

Event2026-06-30

Filed2026-07-07

SUSA

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-07

ACCENTURE PLC IRELAND

-39.08%

Shares2.9K

Event2026-06-30

Filed2026-07-07

MCK

MCKESSON CORP

-0.85%

Shares466

Event2026-06-30

Filed2026-07-07

NGG

NATIONAL GRID PLC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-07

WFC

WELLS FARGO & CO

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-07

DVY

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-07

BLACKSTONE INC

16.45%

Shares2.9K

Event2026-06-30

Filed2026-07-07

AMT

AMERICAN TOWER CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-07

THE CIGNA GROUP

-32.43%

Shares1.2K

Event2026-06-30

Filed2026-07-07

HCA

HCA HEALTHCARE INC

0.00%

Shares858

Event2026-06-30

Filed2026-07-07

CDNS

CADENCE DESIGN SYSTEM INC

0.11%

Shares882

Event2026-06-30

Filed2026-07-07

BANK OF NY MELLON CORP

0.18%

Shares2.3K

Event2026-06-30

Filed2026-07-07

IWP

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-07

PFE

PFIZER INC

-22.87%

Shares13.5K

Event2026-06-30

Filed2026-07-07

NKE

NIKE INC

-0.85%

Shares7.8K

Event2026-06-30

Filed2026-07-07

ADOBE INC

10.22%

Shares1.5K

Event2026-06-30

Filed2026-07-07

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-07

RDDT

REDDIT INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

MELI

MERCADOLIBRE INC

766.67%

Shares182

Event2026-06-30

Filed2026-07-07

FREEPORT MCMORAN INC

0.08%

Shares4.8K

Event2026-06-30

Filed2026-07-07

MPC

MARATHON PETE CORP

-54.78%

Shares1.2K

Event2026-06-30

Filed2026-07-07

GSK PLC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-07

IVE

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-07

SHE

SPDR SERIES TRUST

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-07

CMI

CUMMINS INC

0.00%

Shares405

Event2026-06-30

Filed2026-07-07

AIG

AMERICAN INTL GROUP INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-07

3M CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

CROWDSTRIKE HLDGS INC

48.00%

Shares370

Event2026-06-30

Filed2026-07-07

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-07

XYZ

BLOCK INC

-5.99%

Shares3.7K

Event2026-06-30

Filed2026-07-07

WMB

WILLIAMS COS INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-07

IGSB

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-07

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

AFL

AFLAC INC

239.79%

Shares2.2K

Event2026-06-30

Filed2026-07-07

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-07

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares746

Event2026-06-30

Filed2026-07-07

BKNG

BOOKING HOLDINGS INC

2203.17%

Shares1.5K

Event2026-06-30

Filed2026-07-07

COR

CENCORA INC

0.00%

Shares879

Event2026-06-30

Filed2026-07-07

SCHW

SCHWAB CHARLES CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-07

GEV

GE VERNOVA INC

-0.94%

Shares210

Event2026-06-30

Filed2026-07-07

ROYAL CARIBBEAN GROUP

-2.54%

Shares767

Event2026-06-30

Filed2026-07-07

EMR

EMERSON ELEC CO

9.90%

Shares1.7K

Event2026-06-30

Filed2026-07-07

HWM

HOWMET AEROSPACE INC

0.23%

Shares889

Event2026-06-30

Filed2026-07-07

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-07

TRAVELERS COMPANIES INC

0.00%

Shares702

Event2026-06-30

Filed2026-07-07

LIN

LINDE PLC

2.30%

Shares445

Event2026-06-30

Filed2026-07-07

APD

AIR PRODUCTS AND CHEMICALS I

105.77%

Shares784

Event2026-06-30

Filed2026-07-07

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares991

Event2026-06-30

Filed2026-07-07

APPLE HOSPITALITY REIT INC

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-07

DOV

DOVER CORP

-0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-07

PSX

PHILLIPS 66

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-07

NUE

NUCOR CORP

0.10%

Shares998

Event2026-06-30

Filed2026-07-07

AGILENT TECHNOLOGIES INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-07

ASE TECHNOLOGY HLDG CO LTD

-42.37%

Shares4.9K

Event2026-06-30

Filed2026-07-07

MSCI

MSCI INC

-64.76%

Shares395

Event2026-06-30

Filed2026-07-07

GENERAL MTRS CO

95.27%

Shares2.9K

Event2026-06-30

Filed2026-07-07

XVV

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-07

UNILEVER PLC

-1.46%

Shares3.6K

Event2026-06-30

Filed2026-07-07

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-07

CMCSA

COMCAST CORP NEW

-65.03%

Shares8.8K

Event2026-06-30

Filed2026-07-07

SNY

SANOFI SA

-0.60%

Shares5.0K

Event2026-06-30

Filed2026-07-07

IWV

ISHARES TR

-85.29%

Shares500

Event2026-06-30

Filed2026-07-07

PARKER-HANNIFIN CORP

0.00%

Shares216

Event2026-06-30

Filed2026-07-07

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-07

INTU

INTUIT

-12.42%

Shares804

Event2026-06-30

Filed2026-07-07

HYT

BLACKROCK CORPOR HI YLD FD I

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-07

ILMN

ILLUMINA INC

-47.43%

Shares1.2K

Event2026-06-30

Filed2026-07-07

FTCS

FIRST TR EXCHANGE-TRADED FD

-12.25%

Shares2.2K

Event2026-06-30

Filed2026-07-07

ADP

AUTOMATIC DATA PROCESSING IN

-77.08%

Shares903

Event2026-06-30

Filed2026-07-07

LHX

L3HARRIS TECHNOLOGIES INC

17.80%

Shares695

Event2026-06-30

Filed2026-07-07

MCO

MOODYS CORP

0.00%

Shares444

Event2026-06-30

Filed2026-07-07

UTF

COHEN & STEERS INFRASTRUCTUR

New

Shares7.2K

Event2026-06-30

Filed2026-07-07

SERVICENOW INC

-77.04%

Shares2.0K

Event2026-06-30

Filed2026-07-07

PALANTIR TECHNOLOGIES INC

5.67%

Shares1.7K

Event2026-06-30

Filed2026-07-07

PLD

PROLOGIS INC.

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-07

INGERSOLL RAND INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-07

EXC

EXELON CORP

16.96%

Shares4.0K

Event2026-06-30

Filed2026-07-07

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-07

TFC

TRUIST FINL CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-07

EQIX

EQUINIX INC

-3.30%

Shares176

Event2026-06-30

Filed2026-07-07

FDS

FACTSET RESH SYS INC

-5.39%

Shares790

Event2026-06-30

Filed2026-07-07

CVS

CVS HEALTH CORP

-12.65%

Shares1.7K

Event2026-06-30

Filed2026-07-07

IJK

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-07

BTI

BRITISH AMERN TOB PLC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-07

PSA

PUBLIC STORAGE

0.00%

Shares530

Event2026-06-30

Filed2026-07-07

IWO

ISHARES TR

0.00%

Shares427

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.00%

Shares489

Event2026-06-30

Filed2026-07-07

TEL

TE CONNECTIVITY PLC

-22.46%

Shares818

Event2026-06-30

Filed2026-07-07

SPEU

SPDR INDEX SHS FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-07

BCS

BARCLAYS PLC

-1.38%

Shares6.1K

Event2026-06-30

Filed2026-07-07

MRP

MILLROSE PPTYS INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-07

NSC

NORFOLK SOUTHN CORP

19.53%

Shares514

Event2026-06-30

Filed2026-07-07

HEI.A

HEICO CORP NEW

1157.14%

Shares616

Event2026-06-30

Filed2026-07-07

CRH

CRH PLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-07

JFR

NUVEEN FLOATING RATE INCOME

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-07

VOT

VANGUARD INDEX FDS

0.00%

Shares500

Event2026-06-30

Filed2026-07-07

HSBC

HSBC HLDGS PLC

-0.38%

Shares1.6K

Event2026-06-30

Filed2026-07-07

ICLR

ICON PUB LTD CO

30.03%

Shares866

Event2026-06-30

Filed2026-07-07

PANW

PALO ALTO NETWORKS INC

-10.73%

Shares441

Event2026-06-30

Filed2026-07-07

WDAY

WORKDAY INC

3.32%

Shares1.2K

Event2026-06-30

Filed2026-07-07

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-07

NXP SEMICONDUCTORS N V

0.00%

Shares521

Event2026-06-30

Filed2026-07-07

IWN

ISHARES TR

0.00%

Shares659

Event2026-06-30

Filed2026-07-07

MGM

MGM RESORTS INTERNATIONAL

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-07

SHW

SHERWIN WILLIAMS CO

60.39%

Shares409

Event2026-06-30

Filed2026-07-07

EOG

EOG RES INC

-2.78%

Shares1.1K

Event2026-06-30

Filed2026-07-07

AZO

AUTOZONE INC

0.00%

Shares44

Event2026-06-30

Filed2026-07-07

NEM

NEWMONT CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-07

CLOUDFLARE INC

-2.06%

Shares570

Event2026-06-30

Filed2026-07-07

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-07

YUMC

YUM CHINA HLDGS INC

-3.54%

Shares3.3K

Event2026-06-30

Filed2026-07-07

CCI

CROWN CASTLE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

SNDK

SANDISK CORP

742.86%

Shares59

Event2026-06-30

Filed2026-07-07

VOYA

VOYA FINANCIAL INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-07

PCAR

PACCAR INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

GRMN

GARMIN LTD

532.18%

Shares550

Event2026-06-30

Filed2026-07-07

IFRA

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-07

RIVIAN AUTOMOTIVE INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-07

BMO

BANK MONTREAL MEDIUM

0.00%

Shares710

Event2026-06-30

Filed2026-07-07

TMUS

T-MOBILE US INC

-3.37%

Shares746

Event2026-06-30

Filed2026-07-07

TRGP

TARGA RES CORP

0.00%

Shares450

Event2026-06-30

Filed2026-07-07

FICO

FAIR ISAAC CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-07

CIB

Grupo Cibest SA

-1.90%

Shares1.5K

Event2026-06-30

Filed2026-07-07

WDC

WESTERN DIGITAL CORP

-26.19%

Shares186

Event2026-06-30

Filed2026-07-07

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-07

IBN

ICICI BANK LIMITED

-2.09%

Shares4.0K

Event2026-06-30

Filed2026-07-07

SHEL

SHELL PLC

-6.65%

Shares1.5K

Event2026-06-30

Filed2026-07-07

RELX

RELX PLC

24.64%

Shares3.6K

Event2026-06-30

Filed2026-07-07

BSX

BOSTON SCIENTIFIC CORP

7.39%

Shares2.6K

Event2026-06-30

Filed2026-07-07

NOC

NORTHROP GRUMMAN CORP

56.52%

Shares216

Event2026-06-30

Filed2026-07-07

VERIZON COMMUNICATIONS INC

-19.33%

Shares2.6K

Event2026-06-30

Filed2026-07-07

XLV

SELECT SECTOR SPDR TR

0.00%

Shares688

Event2026-06-30

Filed2026-07-07

DOMINION ENERGY INC

-7.98%

Shares1.6K

Event2026-06-30

Filed2026-07-07

PAYX

PAYCHEX INC

140.18%

Shares1.1K

Event2026-06-30

Filed2026-07-07

ABNB

AIRBNB INC

-73.95%

Shares744

Event2026-06-30

Filed2026-07-07

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares787

Event2026-06-30

Filed2026-07-07

REALTY INCOME CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-07

SPOTIFY TECHNOLOGY S A

-3.06%

Shares222

Event2026-06-30

Filed2026-07-07

BARRICK MNG CORP

55.76%

Shares2.8K

Event2026-06-30

Filed2026-07-07

LECO

LINCOLN ELEC HLDGS INC

-2.31%

Shares381

Event2026-06-30

Filed2026-07-07

CVNA

CARVANA CO

396.76%

Shares1.5K

Event2026-06-30

Filed2026-07-07

EVEREST GROUP LTD

-2.43%

Shares281

Event2026-06-30

Filed2026-07-07

MTB

M & T BK CORP

0.00%

Shares420

Event2026-06-30

Filed2026-07-07

XLF

SELECT SECTOR SPDR TR

-38.66%

Shares1.9K

Event2026-06-30

Filed2026-07-07

CBRE

CBRE GROUP INC

-27.75%

Shares737

Event2026-06-30

Filed2026-07-07

SHY

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-07

PRU

PRUDENTIAL FINL INC

0.00%

Shares904

Event2026-06-30

Filed2026-07-07

SAP

SAP SE

0.00%

Shares626

Event2026-06-30

Filed2026-07-07

HDB

HDFC BANK LTD

-1.30%

Shares3.7K

Event2026-06-30

Filed2026-07-07

DLR

DIGITAL RLTY TR INC

62.11%

Shares522

Event2026-06-30

Filed2026-07-07

TSCO

TRACTOR SUPPLY CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-07

SCZ

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

NTRS

NORTHERN TR CORP

0.00%

Shares533

Event2026-06-30

Filed2026-07-07

USCI

UNITED STS COMMODITY INDEX F

New

Shares1.0K

Event2026-06-30

Filed2026-07-07

CORTEVA INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

EDWARDS LIFESCIENCES CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

LFUS

LITTELFUSE INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-07

RIO

RIO TINTO PLC

-1.44%

Shares956

Event2026-06-30

Filed2026-07-07

IYY

ISHARES TR

0.00%

Shares497

Event2026-06-30

Filed2026-07-07

SONY

SONY GROUP CORP

25.64%

Shares4.5K

Event2026-06-30

Filed2026-07-07

DGX

QUEST DIAGNOSTICS INC

245.90%

Shares422

Event2026-06-30

Filed2026-07-07

RKLB

ROCKET LAB CORP

291.48%

Shares873

Event2026-06-30

Filed2026-07-07

CAH

CARDINAL HEALTH INC

0.00%

Shares373

Event2026-06-30

Filed2026-07-07

SDY

SPDR SERIES TRUST

0.00%

Shares582

Event2026-06-30

Filed2026-07-07

IYLD

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-07

PYPL

PAYPAL HLDGS INC

-64.07%

Shares2.0K

Event2026-06-30

Filed2026-07-07

CHKP

CHECK POINT SOFTWARE TECH LT

10.23%

Shares657

Event2026-06-30

Filed2026-07-07

SCHH

SCHWAB STRATEGIC TR

-42.91%

Shares3.6K

Event2026-06-30

Filed2026-07-07

AAXJ

ISHARES TR

New

Shares704

Event2026-06-30

Filed2026-07-07

NYT

NEW YORK TIMES CO MTN BE

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-07

BUD

ANHEUSER BUSCH INBEV SA NV

-0.89%

Shares1.0K

Event2026-06-30

Filed2026-07-07

SPG

SIMON PPTY GROUP INC NEW

-6.11%

Shares369

Event2026-06-30

Filed2026-07-07

ADM

ARCHER DANIELS MIDLAND CO

-15.48%

Shares1.1K

Event2026-06-30

Filed2026-07-07

CMS

CMS ENERGY CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

ITUB

ITAU UNIBANCO HLDG SA

-2.24%

Shares10.0K

Event2026-06-30

Filed2026-07-07

WBS

WEBSTER FINL CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

CNI

CANADIAN NATL RY CO

20.39%

Shares673

Event2026-06-30

Filed2026-07-07

QNITY ELECTRONICS INC

0.00%

Shares482

Event2026-06-30

Filed2026-07-07

ZOETIS INC

-75.12%

Shares1.1K

Event2026-06-30

Filed2026-07-07

NRG

NRG ENERGY INC

-38.89%

Shares517

Event2026-06-30

Filed2026-07-07

VANECK ETF TRUST

New

Shares1.0K

Event2026-06-30

Filed2026-07-07

EQNR

EQUINOR ASA

-2.59%

Shares2.4K

Event2026-06-30

Filed2026-07-07

DFAS

DIMENSIONAL ETF TRUST

26.57%

Shares886

Event2026-06-30

Filed2026-07-07

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-07

URI

UNITED RENTALS INC

0.00%

Shares64

Event2026-06-30

Filed2026-07-07

ELECTRONIC ARTS INC

0.00%

Shares353

Event2026-06-30

Filed2026-07-07

PHM

PULTE GROUP INC

-35.62%

Shares526

Event2026-06-30

Filed2026-07-07

CTAS

CINTAS CORP

-18.46%

Shares424

Event2026-06-30

Filed2026-07-07

NBIS

NEBIUS GROUP N.V.

-44.33%

Shares260

Event2026-06-30

Filed2026-07-07

ERIC

TELEFONAKTIEBOLAGET LM ERICS

-2.65%

Shares6.4K

Event2026-06-30

Filed2026-07-07

BHP

BHP BILLITON LIMITED

-0.12%

Shares856

Event2026-06-30

Filed2026-07-07

ACWX

ISHARES TR

22.22%

Shares935

Event2026-06-30

Filed2026-07-07

GUNR

FLEXSHARES TR

-8.98%

Shares1.4K

Event2026-06-30

Filed2026-07-07

ROK

ROCKWELL AUTOMATION INC

52.13%

Shares143

Event2026-06-30

Filed2026-07-07

DHI

D R HORTON INC

0.00%

Shares433

Event2026-06-30

Filed2026-07-07

SQM

SOCIEDAD QUIMICA Y MINERA DE

-1.96%

Shares952

Event2026-06-30

Filed2026-07-07

VUG

VANGUARD INDEX FDS

700.00%

Shares800

Event2026-06-30

Filed2026-07-07

SNPS

SYNOPSYS INC

-75.88%

Shares151

Event2026-06-30

Filed2026-07-07

BWA

BORGWARNER INC

4304.35%

Shares1.0K

Event2026-06-30

Filed2026-07-07

BP PLC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

SOLS

SOLSTICE ADVANCED MATLS INC

-8.31%

Shares739

Event2026-06-30

Filed2026-07-07

QSR

RESTAURANT BRANDS INTL INC

11.57%

Shares897

Event2026-06-30

Filed2026-07-07

BIDU

BAIDU INC

13.40%

Shares567

Event2026-06-30

Filed2026-07-07

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares903

Event2026-06-30

Filed2026-07-07

PPL CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

XLI

SELECT SECTOR SPDR TR

-49.85%

Shares344

Event2026-06-30

Filed2026-07-07

SYK

STRYKER CORPORATION

0.00%

Shares197

Event2026-06-30

Filed2026-07-07

DVN

DEVON ENERGY CORP NEW

9.04%

Shares1.5K

Event2026-06-30

Filed2026-07-07

IJS

ISHARES TR

0.00%

Shares450

Event2026-06-30

Filed2026-07-07

ABEV

AMBEV SA

-1.82%

Shares19.4K

Event2026-06-30

Filed2026-07-07

FTNT

FORTINET INC

-41.26%

Shares393

Event2026-06-30

Filed2026-07-07

WBD

WARNER BROS DISCOVERY INC

-7.54%

Shares2.3K

Event2026-06-30

Filed2026-07-07

ROST

ROSS STORES INC

0.00%

Shares280

Event2026-06-30

Filed2026-07-07

ONON

ON HLDG AG

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-07

CF INDUSTRIES HOLD

0.00%

Shares542

Event2026-06-30

Filed2026-07-07

IEV

ISHARES TR

0.00%

Shares800

Event2026-06-30

Filed2026-07-07

MICROCHIP TECHNOLOGY INC.

0.00%

Shares633

Event2026-06-30

Filed2026-07-07

ALAI

THE ALGER ETF TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-07

ENERGY TRANSFER L P

New

Shares3.0K

Event2026-06-30

Filed2026-07-07

CFG

CITIZENS FINL GROUP INC

-26.20%

Shares817

Event2026-06-30

Filed2026-07-07

KROGER CO

-85.87%

Shares1.0K

Event2026-06-30

Filed2026-07-07

SII

SPROTT INC

New

Shares500

Event2026-06-30

Filed2026-07-07

WCN

WASTE CONNECTIONS INC

0.00%

Shares333

Event2026-06-30

Filed2026-07-07

IYW

ISHARES TR

New

Shares218

Event2026-06-30

Filed2026-07-07

WEC

WEC ENERGY GROUP INC

176.47%

Shares470

Event2026-06-30

Filed2026-07-07

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-07

EVERSOURCE ENERGY

573.21%

Shares754

Event2026-06-30

Filed2026-07-07

WELL

WELLTOWER INC

0.00%

Shares240

Event2026-06-30

Filed2026-07-07

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-07

AON

AON PLC

-85.93%

Shares164

Event2026-06-30

Filed2026-07-07

SYF

SYNCHRONY FINANCIAL

0.00%

Shares713

Event2026-06-30

Filed2026-07-07

NEXTNAV INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-07

TGT

TARGET CORP

-10.94%

Shares407

Event2026-06-30

Filed2026-07-07

FAST

FASTENAL CO

-21.04%

Shares1.1K

Event2026-06-30

Filed2026-07-07

DELL

DELL TECHNOLOGIES INC

9.91%

Shares122

Event2026-06-30

Filed2026-07-07

JACOBS SOLUTIONS INC

0.00%

Shares415

Event2026-06-30

Filed2026-07-07

CHTR

CHARTER COMMUNICATIONS INC

-13.43%

Shares361

Event2026-06-30

Filed2026-07-07

AVY

AVERY DENNISON CORP

-21.78%

Shares316

Event2026-06-30

Filed2026-07-07

ANET

ARISTA NETWORKS INC

-4.75%

Shares301

Event2026-06-30

Filed2026-07-07

VRT

VERTIV HOLDINGS CO

0.67%

Shares151

Event2026-06-30

Filed2026-07-07

FITB

FIFTH THIRD BANCORP

-22.55%

Shares886

Event2026-06-30

Filed2026-07-07

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares5.1K

Event2026-06-30

Filed2026-07-07

LUMENTUM HLDGS INC

24.44%

Shares56

Event2026-06-30

Filed2026-07-07

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

DVYA

ISHARES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

FNF

FIDELITY NATL FINL INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

VBK

VANGUARD INDEX FDS

0.00%

Shares126

Event2026-06-30

Filed2026-07-07

KKR

KKR & CO INC

0.00%

Shares498

Event2026-06-30

Filed2026-07-07

GFF

GRIFFON CORP

0.00%

Shares467

Event2026-06-30

Filed2026-07-07

BKR

BAKER HUGHES COMPANY

0.00%

Shares814

Event2026-06-30

Filed2026-07-07

LUV

SOUTHWEST AIRLS CO

109.38%

Shares871

Event2026-06-30

Filed2026-07-07

ETR

ENTERGY CORP NEW

-0.51%

Shares388

Event2026-06-30

Filed2026-07-07

BHF

BRIGHTHOUSE FINL INC

0.00%

Shares697

Event2026-06-30

Filed2026-07-07

EMXC

ISHARES INC

0.00%

Shares430

Event2026-06-30

Filed2026-07-07

VFH

VANGUARD WORLD FD

0.00%

Shares332

Event2026-06-30

Filed2026-07-07

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-07

XME

SPDR SERIES TRUST

New

Shares400

Event2026-06-30

Filed2026-07-07

PKW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares300

Event2026-06-30

Filed2026-07-07

STT

STATE STR CORP

0.00%

Shares249

Event2026-06-30

Filed2026-07-07

EZU

ISHARES INC

0.00%

Shares601

Event2026-06-30

Filed2026-07-07

HWC

HANCOCK WHITNEY CORPORATION

0.00%

Shares559

Event2026-06-30

Filed2026-07-07

REGIONS FINANCIAL CORP NEW

-30.43%

Shares1.4K

Event2026-06-30

Filed2026-07-07

UPS

UNITED PARCEL SVCS INC

49.80%

Shares379

Event2026-06-30

Filed2026-07-07

MGA

MAGNA INTL INC

-4.21%

Shares614

Event2026-06-30

Filed2026-07-07

SGOV

ISHARES TR

0.00%

Shares400

Event2026-06-30

Filed2026-07-07

SLV

ISHARES SILVER TR

0.00%

Shares750

Event2026-06-30

Filed2026-07-07

GWW

WW GRAINGER INC

0.00%

Shares29

Event2026-06-30

Filed2026-07-07

SNN

SMITH & NEPHEW PLC

-2.93%

Shares1.4K

Event2026-06-30

Filed2026-07-07

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares222

Event2026-06-30

Filed2026-07-07

NMT

NUVEEN MASS QUALITY MUN INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-07

VXUS

VANGUARD STAR FDS

-0.44%

Shares455

Event2026-06-30

Filed2026-07-07

HPQ

HP INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

OXY

OCCIDENTAL PETE CORP

0.00%

Shares796

Event2026-06-30

Filed2026-07-07

GARTNER INC

-24.30%

Shares296

Event2026-06-30

Filed2026-07-07

SEA LTD

2.84%

Shares399

Event2026-06-30

Filed2026-07-07

PDD

PDD HOLDINGS INC

New

Shares500

Event2026-06-30

Filed2026-07-07

VLTO

VERALTO CORP

-14.43%

Shares427

Event2026-06-30

Filed2026-07-07

APPLOVIN CORP

28.07%

Shares73

Event2026-06-30

Filed2026-07-07

HESM

HESS MIDSTREAM LP

New

Shares1.0K

Event2026-06-30

Filed2026-07-07

EXPE

EXPEDIA GROUP INC

11.45%

Shares146

Event2026-06-30

Filed2026-07-07

WDS

WOODSIDE ENERGY GROUP LTD

-2.91%

Shares1.9K

Event2026-06-30

Filed2026-07-07

COLGATE PALMOLIVE CO

0.00%

Shares407

Event2026-06-30

Filed2026-07-07

HMC

HONDA MOTOR CO LTD

-3.12%

Shares1.4K

Event2026-06-30

Filed2026-07-07

FTV

FORTIVE CORP

-6.30%

Shares595

Event2026-06-30

Filed2026-07-07

BBD

BANCO BRADESCO S A

7.89%

Shares10.2K

Event2026-06-30

Filed2026-07-07

NAN

NUVEEN NY DIVI ADV

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-07

KMI

KINDER MORGAN INC DEL

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

NNY

NUVEEN N Y MUN VALUE FD

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-07

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares404

Event2026-06-30

Filed2026-07-07

FERG

FERGUSON ENTERPRISES INC

0.00%

Shares145

Event2026-06-30

Filed2026-07-07

GCO

GENESCO INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-07

EQT

EQT CORP

0.00%

Shares632

Event2026-06-30

Filed2026-07-07

NICE

NICE LTD

-3.22%

Shares361

Event2026-06-30

Filed2026-07-07

EWBC

EAST WEST BANCORP INC

0.00%

Shares253

Event2026-06-30

Filed2026-07-07

GNR

SPDR INDEX SHS FDS

0.00%

Shares485

Event2026-06-30

Filed2026-07-07

PLAB

PHOTRONICS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-07

OKE

ONEOK INC NEW

-26.19%

Shares372

Event2026-06-30

Filed2026-07-07

ECL

ECOLAB INC

0.00%

Shares116

Event2026-06-30

Filed2026-07-07

XYL

XYLEM INC

0.00%

Shares270

Event2026-06-30

Filed2026-07-07

PUK

PRUDENTIAL PLC

-2.94%

Shares1.2K

Event2026-06-30

Filed2026-07-07

OR ROYALTIES INC.

New

Shares1.0K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available