Sponsored

The Analysis of Heritage Family Offices, LLP's Holdings & P&L

Currently, Heritage Family Offices, LLP holds 233 types of securities in its portfolio with a total value $258.9M. In the most recent quarter, they have increased their positions in VEA (+57.1K shares, valued at $4.1M), AVDE (+45.5K shares, valued at $4.1M), AVEM (+29.7K shares, valued at $2.9M); decreased their positions in SMMD (-62.5K shares, valued at $5.7M), SPEM (-74.4K shares, valued at $3.9M), EFA (-23.8K shares, valued at $2.5M); initiated new positions in N/A (+2.8K shares, valued at $1.2M), XVV (+15.7K shares, valued at $889.8K), INTC (+5.2K shares, valued at $725.0K).

1M P&L

-526.7K-0.26%

3M P&L

-8.5M-3.98%

HY P&L

-1.7M-0.82%

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/A123.2M

57.9%

2Semiconductors14.0M

6.6%

3Consumer Electronics7.3M

3.4%

Top Industries by Stock Count

1N/A84 stocks

44.0%

2Semiconductors9 stocks

4.7%

3Drug Manufacturers - General5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS168.7K shares51.14%2026-06-302026-07-29

AVDE AMERICAN CENTY ETF TR132.4K shares52.43%2026-06-302026-07-29

AVEM AMERICAN CENTY ETF TR101.2K shares41.59%2026-06-302026-07-29

SMMD ISHARES TR90.0K shares-40.97%2026-06-302026-07-29

SPEM SPDR INDEX SHS FDS153.5K shares-32.63%2026-06-302026-07-29

SCHZ SCHWAB STRATEGIC TR314.2K shares52.80%2026-06-302026-07-29

AAPL APPLE INC24.1K shares10.04%2026-06-302026-07-29

NVDA NVIDIA CORPORATION34.2K shares36.74%2026-06-302026-07-29

Sponsored

EFA ISHARES TR58.8K shares-28.80%2026-06-302026-07-29

SPDR SERIES TRUST SPDR SERIES TRUST68.3K shares40.67%2026-06-302026-07-29

ISHARES TR ISHARES TR7.9K shares-15.10%2026-06-302026-07-29

BNDX VANGUARD CHARLOTTE FDS110.6K shares67.09%2026-06-302026-07-29

BTC GRAYSCALE BITCOIN MINI TR ET205.5K shares59.05%2026-06-302026-07-29

MSFT MICROSOFT CORP11.8K shares8.07%2026-06-302026-07-29

USHY ISHARES TR111.3K shares-33.57%2026-06-302026-07-29

XPEL XPEL INC81.8K shares0.00%2026-06-302026-07-29

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS10.6K shares7.20%2026-06-302026-07-29

AMZN AMAZON COM INC14.5K shares43.28%2026-06-302026-07-29

BROADCOM INC BROADCOM INC9.0K shares-3.63%2026-06-302026-07-29

WORLD GOLD TR WORLD GOLD TR41.8K shares48.99%2026-06-302026-07-29

GOOGL ALPHABET INC8.8K shares38.46%2026-06-302026-07-29

ISHARES TR ISHARES TR28.1K shares-42.81%2026-06-302026-07-29

ISHARES TR ISHARES TR28.6K shares-8.57%2026-06-302026-07-29

KLAC KLA CORP8.7K shares525.41%2026-06-302026-07-29

Sponsored

EMB ISHARES TR26.3K shares-22.43%2026-06-302026-07-29

GOOG ALPHABET INC7.1K shares43.84%2026-06-302026-07-29

LLY ELI LILLY & CO1.9K shares31.16%2026-06-302026-07-29

VO VANGUARD INDEX FDS26.6K shares502.45%2026-06-302026-07-29

IEMG ISHARES INC23.5K shares-11.81%2026-06-302026-07-29

APH AMPHENOL CORP10.9K shares-31.61%2026-06-302026-07-29

WFC WELLS FARGO & CO23.0K shares-15.70%2026-06-302026-07-29

VB VANGUARD INDEX FDS6.1K shares59.86%2026-06-302026-07-29

Sponsored

VWOB VANGUARD WHITEHALL FDS27.6K shares45.68%2026-06-302026-07-29

SPHY SPDR SERIES TRUST76.5K shares48.11%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC1.5K shares62.31%2026-06-302026-07-29

BCI ABRDN ETFS77.5K shares48.41%2026-06-302026-07-29

TSLA TESLA INC4.1K shares47.67%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL3.2K shares27.91%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC2.8K shares65.74%2026-06-302026-07-29

NLR VANECK ETF TRUST13.3K shares57.85%2026-06-302026-07-29

Sponsored

VTEB VANGUARD MUN BD FDS30.4K shares43.86%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION8.0K shares-21.99%2026-06-302026-07-29

ABBVIE INC ABBVIE INC5.7K shares-21.40%2026-06-302026-07-29

IWM ISHARES TR4.7K shares-25.92%2026-06-302026-07-29

ADI ANALOG DEVICES INC3.5K shares-19.36%2026-06-302026-07-29

ETN EATON CORP PLC3.1K shares-33.50%2026-06-302026-07-29

MCK MCKESSON CORP1.8K shares2.08%2026-06-302026-07-29

WMT WALMART INC11.7K shares15.19%2026-06-302026-07-29

Sponsored

HD HOME DEPOT INC3.8K shares15.21%2026-06-302026-07-29

TXN TEXAS INSTRS INC4.5K shares-30.90%2026-06-302026-07-29

VISA INC VISA INC3.6K shares-7.93%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.8K sharesnew addition2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC2.0K shares57.46%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.4K shares42.83%2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR30.1K shares0.23%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC1.5K shares25.50%2026-06-302026-07-29

Sponsored

PM PHILIP MORRIS INTL INC5.9K shares12.61%2026-06-302026-07-29

BA BOEING CO4.9K shares6.89%2026-06-302026-07-29

EMR EMERSON ELEC CO6.9K shares-25.56%2026-06-302026-07-29

STT STATE STR CORP5.8K shares-45.07%2026-06-302026-07-29

IUSB ISHARES TR21.3K shares-10.64%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC972 shares49.54%2026-06-302026-07-29

WMB WILLIAMS COS INC13.2K shares-30.40%2026-06-302026-07-29

EFV ISHARES TR12.6K shares1.56%2026-06-302026-07-29

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP6.7K shares16.01%2026-06-302026-07-29

XVV ISHARES TR15.7K sharesnew addition2026-06-302026-07-29

IBIT ISHARES BITCOIN TRUST ETF26.4K shares-17.26%2026-06-302026-07-29

LOW LOWES COS INC3.8K shares-35.12%2026-06-302026-07-29

ASML ASML HLDG NV408 shares-33.55%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR4.3K shares-16.18%2026-06-302026-07-29

WEC WEC ENERGY GROUP INC6.9K shares-47.91%2026-06-302026-07-29

CAT CATERPILLAR INC724 shares86.12%2026-06-302026-07-29

Sponsored

JNJ JOHNSON & JOHNSON3.0K shares36.60%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION796 shares20.97%2026-06-302026-07-29

VOO VANGUARD INDEX FDS1.1K shares58.05%2026-06-302026-07-29

MAR MARRIOTT INTL INC NEW2.0K shares1.65%2026-06-302026-07-29

INTC INTEL CORP5.2K sharesnew addition2026-06-302026-07-29

LRCX LAM RESEARCH CORP1.7K shares53.75%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.00%2026-06-302026-07-29

MO ALTRIA GROUP INC9.9K shares8.10%2026-06-302026-07-29

Sponsored

MBB ISHARES TR7.5K shares-2.88%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.4K shares-27.21%2026-06-302026-07-29

VXUS VANGUARD STAR FDS8.1K shares6.83%2026-06-302026-07-29

SBUX STARBUCKS CORP6.5K shares-12.70%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS3.7K shares0.00%2026-06-302026-07-29

PEP PEPSICO INC4.3K shares-38.18%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR15.9K shares-1.31%2026-06-302026-07-29

GE GE AEROSPACE1.5K shares63.05%2026-06-302026-07-29

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN6.5K shares-26.16%2026-06-302026-07-29

SYK STRYKER CORPORATION1.8K shares-23.26%2026-06-302026-07-29

IVE ISHARES TR2.5K shares-1.79%2026-06-302026-07-29

QUAL ISHARES TR2.6K shares-12.87%2026-06-302026-07-29

LII LENNOX INTL INC976 shares-48.58%2026-06-302026-07-29

QQQ INVESCO QQQ TR723 shares16.05%2026-06-302026-07-29

BINC BLACKROCK ETF TRUST II10.0K shares-35.74%2026-06-302026-07-29

DYNF BLACKROCK ETF TRUST7.6K shares-6.07%2026-06-302026-07-29

Sponsored

MSI MOTOROLA SOLUTIONS INC1.2K shares-54.82%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS1.8K shares25.07%2026-06-302026-07-29

PG PROCTER & GAMBLE CO3.3K shares53.84%2026-06-302026-07-29

BAC BANK OF AMER CORP8.4K shares40.26%2026-06-302026-07-29

NDAQ NASDAQ INC6.0K shares-50.24%2026-06-302026-07-29

ESGD ISHARES TR4.6K sharesnew addition2026-06-302026-07-29

NVS NOVARTIS AG3.0K shares-25.04%2026-06-302026-07-29

MCO MOODYS CORP1.0K shares-33.07%2026-06-302026-07-29

Sponsored

GOVT ISHARES TR20.3K shares27.37%2026-06-302026-07-29

VV VANGUARD INDEX FDS1.3K shares60.10%2026-06-302026-07-29

IVW ISHARES TR3.3K shares-4.11%2026-06-302026-07-29

MS MORGAN STANLEY2.2K shares51.58%2026-06-302026-07-29

C CITIGROUP INC3.2K shares41.65%2026-06-302026-07-29

VNQ VANGUARD INDEX FDS4.7K shares47.90%2026-06-302026-07-29

VXF VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-29

MUB ISHARES TR4.1K shares-15.44%2026-06-302026-07-29

Sponsored

WDC WESTERN DIGITAL CORP685 sharesnew addition2026-06-302026-07-29

ESGU ISHARES TR2.6K shares-13.83%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.5.9K shares18.58%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC2.1K shares-29.37%2026-06-302026-07-29

EQX EQUINOX GOLD CORP41.6K shares0.00%2026-06-302026-07-29

ARK ETF TR ARK ETF TR9.4K sharesnew addition2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC3.3K sharesnew addition2026-06-302026-07-29

EAGG ISHARES TR8.0K sharesnew addition2026-06-302026-07-29

Sponsored

TEL TE CONNECTIVITY PLC1.9K shares19.63%2026-06-302026-07-29

NOBL PROSHARES TR6.6K shares100.00%2026-06-302026-07-29

XTEN BONDBLOXX ETF TRUST8.0K shares23.44%2026-06-302026-07-29

TJX TJX COS INC NEW2.4K shares25.47%2026-06-302026-07-29

ADVANCED ENERGY INDS ADVANCED ENERGY INDS970 shares-18.56%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC886 sharesnew addition2026-06-302026-07-29

ORACLE CORP ORACLE CORP2.4K shares44.74%2026-06-302026-07-29

VONE VANGUARD SCOTTSDALE FDS1.0K shares0.00%2026-06-302026-07-29

Sponsored

IJJ ISHARES TR2.3K shares0.40%2026-06-302026-07-29

IUSG ISHARES TR1.8K shares0.00%2026-06-302026-07-29

CAH CARDINAL HEALTH INC1.4K sharesnew addition2026-06-302026-07-29

ALL ALLSTATE CORP1.4K sharesnew addition2026-06-302026-07-29

TKOMY TOKIO MARINE HOLDINGS INC7.6K sharesnew addition2026-06-302026-07-29

VPU VANGUARD WORLD FD1.7K shares0.00%2026-06-302026-07-29

CVX CHEVRON CORPORATION2.0K shares-18.49%2026-06-302026-07-29

TDY TELEDYNE TECHNOLOGIES INC494 shares-35.76%2026-06-302026-07-29

Sponsored

AHR AMERICAN HEALTHCARE REIT INC6.2K shares-5.46%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.8K shares33.75%2026-06-302026-07-29

MEDTRONIC PLC MEDTRONIC PLC4.1K shares-28.71%2026-06-302026-07-29

ALLEGION PLC ALLEGION PLC2.2K shares-50.30%2026-06-302026-07-29

XAR SPDR SERIES TRUST1.1K sharesnew addition2026-06-302026-07-29

VMC VULCAN MATLS CO1.1K shares-47.10%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC1.1K sharesnew addition2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND600 shares0.00%2026-06-302026-07-29

Sponsored

IUSV ISHARES TR2.8K shares0.00%2026-06-302026-07-29

ESML ISHARES TR5.5K sharesnew addition2026-06-302026-07-29

VDC VANGUARD WORLD FD1.4K shares0.00%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T1.4K shares13.28%2026-06-302026-07-29

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW5.7K shares-30.02%2026-06-302026-07-29

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC933 sharesnew addition2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T407 shares-4.01%2026-06-302026-07-29

SPYV SPDR SERIES TRUST5.0K sharesnew addition2026-06-302026-07-29

Sponsored

ESE ESCO TECHNOLOGIES INC852 shares-40.38%2026-06-302026-07-29

SHYG ISHARES TR6.9K shares-64.59%2026-06-302026-07-29

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.0K shares-35.24%2026-06-302026-07-29

XJH ISHARES TR5.5K sharesnew addition2026-06-302026-07-29

GBTC GRAYSCALE BITCOIN TRUST ETF6.3K shares0.00%2026-06-302026-07-29

ISHARES TR ISHARES TR11.3K sharesnew addition2026-06-302026-07-29

NPO ENPRO INC753 shares-33.77%2026-06-302026-07-29

IBMQ ISHARES TR11.1K sharesnew addition2026-06-302026-07-29

Sponsored

IBMP ISHARES TR11.1K sharesnew addition2026-06-302026-07-29

ISHARES TR ISHARES TR11.1K sharesnew addition2026-06-302026-07-29

IBMR ISHARES TR11.1K sharesnew addition2026-06-302026-07-29

IBMS ISHARES TR10.9K sharesnew addition2026-06-302026-07-29

IBMT ISHARES TR10.9K sharesnew addition2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC819 sharesnew addition2026-06-302026-07-29

Sponsored

IBMO ISHARES TR10.9K sharesnew addition2026-06-302026-07-29

MRK MERCK & CO INC2.2K shares-30.70%2026-06-302026-07-29

WAB WABTEC1.0K shares3.40%2026-06-302026-07-29

WRB BERKLEY W R CORP3.9K shares-34.02%2026-06-302026-07-29

SONY SONY GROUP CORP13.6K shares-45.61%2026-06-302026-07-29

ZWS ZURN ELKAY WATER SOLNS CORP5.3K shares-29.44%2026-06-302026-07-29

ENS ENERSYS1.1K shares-7.67%2026-06-302026-07-29

GLW CORNING INC1.0K sharesnew addition2026-06-302026-07-29

Sponsored

ULS UL SOLUTIONS INC2.6K shares-23.30%2026-06-302026-07-29

NDSN NORDSON CORP872 shares-35.41%2026-06-302026-07-29

ESGE ISHARES INC4.7K sharesnew addition2026-06-302026-07-29

FIX COMFORT SYS USA INC129 sharesnew addition2026-06-302026-07-29

SNOWFLAKE INC SNOWFLAKE INC985 sharesnew addition2026-06-302026-07-29

ROST ROSS STORES INC1.2K shares15.29%2026-06-302026-07-29

IWD ISHARES TR1.0K shares0.00%2026-06-302026-07-29

FTNT FORTINET INC1.6K sharesnew addition2026-06-302026-07-29

Sponsored

UNP UNION PAC CORP899 sharesnew addition2026-06-302026-07-29

SPLV INVESCO EXCH TRADED FD TR II3.2K shares-43.80%2026-06-302026-07-29

QCOM QUALCOMM INC1.3K sharesnew addition2026-06-302026-07-29

COHU COHU INC3.2K sharesnew addition2026-06-302026-07-29

CLOA BLACKROCK ETF TRUST II4.6K shares-63.15%2026-06-302026-07-29

HPE HEWLETT PACKARD ENTERPRISE C5.2K sharesnew addition2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC950 sharesnew addition2026-06-302026-07-29

KO COCA COLA CO2.9K sharesnew addition2026-06-302026-07-29

Sponsored

ANET ARISTA NETWORKS INC1.4K sharesnew addition2026-06-302026-07-29

ED CONSOLIDATED EDISON INC2.1K sharesnew addition2026-06-302026-07-29

HWM HOWMET AEROSPACE INC862 sharesnew addition2026-06-302026-07-29

DIOD DIODES INC2.1K shares-30.13%2026-06-302026-07-29

BHE BENCHMARK ELECTRS INC2.3K shares-36.62%2026-06-302026-07-29

VGT VANGUARD WORLD FD1.9K shares524.84%2026-06-302026-07-29

CSX CSX CORP4.8K sharesnew addition2026-06-302026-07-29

AMGN AMGEN INC629 sharesnew addition2026-06-302026-07-29

Sponsored

CDNS CADENCE DESIGN SYSTEM INC604 sharesnew addition2026-06-302026-07-29

VUG VANGUARD INDEX FDS2.6K sharesnew addition2026-06-302026-07-29

IJR ISHARES TR1.5K shares-32.46%2026-06-302026-07-29

EFG ISHARES TR1.8K shares-25.54%2026-06-302026-07-29

VRT VERTIV HOLDINGS CO665 sharesnew addition2026-06-302026-07-29

EBAY EBAY INC.2.0K sharesnew addition2026-06-302026-07-29

AXP AMERICAN EXPRESS CO654 sharesnew addition2026-06-302026-07-29

S&P GLOBAL INC S&P GLOBAL INC542 sharesnew addition2026-06-302026-07-29

Sponsored

GD GENERAL DYNAMICS CORP623 sharesnew addition2026-06-302026-07-29

ARK ETF TR ARK ETF TR5.5K sharesnew addition2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC5.1K shares16.84%2026-06-302026-07-29

WELL WELLTOWER INC950 sharesnew addition2026-06-302026-07-29

SPDW SPDR INDEX SHS FDS4.2K sharesnew addition2026-06-302026-07-29

AON AON PLC640 shares-45.06%2026-06-302026-07-29

IJH ISHARES TR2.7K shares-39.44%2026-06-302026-07-29

COP CONOCOPHILLIPS2.0K shares21.11%2026-06-302026-07-29

Sponsored

BYLD ISHARES TR9.3K shares-66.80%2026-06-302026-07-29

SPMB SPDR SERIES TRUST9.4K shares0.00%2026-06-302026-07-29

HLN HALEON PLC22.3K shares-48.85%2026-06-302026-07-29

KALU KAISER ALUMINIUM CORPORATION1.1K shares-43.71%2026-06-302026-07-29

VIAV VIAVI SOLUTIONS INC4.3K shares-51.14%2026-06-302026-07-29

XBI SPDR SERIES TRUST1.3K sharesnew addition2026-06-302026-07-29

IWF ISHARES TR1.6K sharesnew addition2026-06-302026-07-29

JAAA JANUS DETROIT STR TR4.0K shares-66.74%2026-06-302026-07-29

Sponsored

MCD MCDONALDS CORP741 sharesnew addition2026-06-302026-07-29

UEC URANIUM ENERGY CORP15.8K shares0.00%2026-06-302026-07-29

ADVISORSHARES TR ADVISORSHARES TR33.1K shares0.00%2026-06-302026-07-29

FSCO FS CREDIT OPPORTUNITIES CORP21.6K shares0.00%2026-06-302026-07-29

TOLEDO HOSPITAL 5.750 11/15/38 28 TOLEDO HOSPITAL 5.750 11/15/38 2880.0K sharesnew addition2026-06-302026-07-29

TRIBOROUGH BRDG & TUNL AUTH N 5.000 03/15/27 TRIBOROUGH BRDG & TUNL AUTH N 5.000 03/15/2740.0K sharesnew addition2026-06-302026-07-29

TRI-CNTY TEX BEHAVIORAL HOSPITALS REV 2024 TRI-CNTY TEX BEHAVIORAL HOSPITALS REV 202440.0K sharesnew addition2026-06-302026-07-29

GLDG GOLDMINING INC30.0K shares0.00%2026-06-302026-07-29

Sponsored

TOLEDO HOSPITAL 4.982 11/15/45 TOLEDO HOSPITAL 4.982 11/15/4525.0K sharesnew addition2026-06-302026-07-29

VEA

VANGUARD TAX-MANAGED FDS

51.14%

Shares168.7K

Event2026-06-30

Filed2026-07-29

AVDE

AMERICAN CENTY ETF TR

52.43%

Shares132.4K

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

41.59%

Shares101.2K

Event2026-06-30

Filed2026-07-29

SMMD

ISHARES TR

-40.97%

Shares90.0K

Event2026-06-30

Filed2026-07-29

SPEM

SPDR INDEX SHS FDS

-32.63%

Shares153.5K

Event2026-06-30

Filed2026-07-29

SCHZ

SCHWAB STRATEGIC TR

52.80%

Shares314.2K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

10.04%

Shares24.1K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

36.74%

Shares34.2K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

-28.80%

Shares58.8K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

40.67%

Shares68.3K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-15.10%

Shares7.9K

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD CHARLOTTE FDS

67.09%

Shares110.6K

Event2026-06-30

Filed2026-07-29

BTC

GRAYSCALE BITCOIN MINI TR ET

59.05%

Shares205.5K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

8.07%

Shares11.8K

Event2026-06-30

Filed2026-07-29

USHY

ISHARES TR

-33.57%

Shares111.3K

Event2026-06-30

Filed2026-07-29

XPEL

XPEL INC

0.00%

Shares81.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

7.20%

Shares10.6K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

43.28%

Shares14.5K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-3.63%

Shares9.0K

Event2026-06-30

Filed2026-07-29

WORLD GOLD TR

48.99%

Shares41.8K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

38.46%

Shares8.8K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-42.81%

Shares28.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-8.57%

Shares28.6K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

525.41%

Shares8.7K

Event2026-06-30

Filed2026-07-29

EMB

ISHARES TR

-22.43%

Shares26.3K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

43.84%

Shares7.1K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

31.16%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

502.45%

Shares26.6K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-11.81%

Shares23.5K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

-31.61%

Shares10.9K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

-15.70%

Shares23.0K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

59.86%

Shares6.1K

Event2026-06-30

Filed2026-07-29

VWOB

VANGUARD WHITEHALL FDS

45.68%

Shares27.6K

Event2026-06-30

Filed2026-07-29

SPHY

SPDR SERIES TRUST

48.11%

Shares76.5K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

62.31%

Shares1.5K

Event2026-06-30

Filed2026-07-29

BCI

ABRDN ETFS

48.41%

Shares77.5K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

47.67%

Shares4.1K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

27.91%

Shares3.2K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

65.74%

Shares2.8K

Event2026-06-30

Filed2026-07-29

NLR

VANECK ETF TRUST

57.85%

Shares13.3K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

43.86%

Shares30.4K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

-21.99%

Shares8.0K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-21.40%

Shares5.7K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

-25.92%

Shares4.7K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

-19.36%

Shares3.5K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

-33.50%

Shares3.1K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

2.08%

Shares1.8K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

15.19%

Shares11.7K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

15.21%

Shares3.8K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

-30.90%

Shares4.5K

Event2026-06-30

Filed2026-07-29

VISA INC

-7.93%

Shares3.6K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

57.46%

Shares2.0K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

42.83%

Shares3.4K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

0.23%

Shares30.1K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

25.50%

Shares1.5K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

12.61%

Shares5.9K

Event2026-06-30

Filed2026-07-29

BOEING CO

6.89%

Shares4.9K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

-25.56%

Shares6.9K

Event2026-06-30

Filed2026-07-29

STT

STATE STR CORP

-45.07%

Shares5.8K

Event2026-06-30

Filed2026-07-29

IUSB

ISHARES TR

-10.64%

Shares21.3K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

49.54%

Shares972

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

-30.40%

Shares13.2K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

1.56%

Shares12.6K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

16.01%

Shares6.7K

Event2026-06-30

Filed2026-07-29

XVV

ISHARES TR

New

Shares15.7K

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

-17.26%

Shares26.4K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-35.12%

Shares3.8K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

-33.55%

Shares408

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-16.18%

Shares4.3K

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC

-47.91%

Shares6.9K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

86.12%

Shares724

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

36.60%

Shares3.0K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

20.97%

Shares796

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

58.05%

Shares1.1K

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

1.65%

Shares2.0K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

New

Shares5.2K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

53.75%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

8.10%

Shares9.9K

Event2026-06-30

Filed2026-07-29

MBB

ISHARES TR

-2.88%

Shares7.5K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-27.21%

Shares1.4K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

6.83%

Shares8.1K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

-12.70%

Shares6.5K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-38.18%

Shares4.3K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

-1.31%

Shares15.9K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

63.05%

Shares1.5K

Event2026-06-30

Filed2026-07-29

IBKR

INTERACTIVE BROKERS GROUP IN

-26.16%

Shares6.5K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

-23.26%

Shares1.8K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-1.79%

Shares2.5K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

-12.87%

Shares2.6K

Event2026-06-30

Filed2026-07-29

LII

LENNOX INTL INC

-48.58%

Shares976

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

16.05%

Shares723

Event2026-06-30

Filed2026-07-29

BINC

BLACKROCK ETF TRUST II

-35.74%

Shares10.0K

Event2026-06-30

Filed2026-07-29

DYNF

BLACKROCK ETF TRUST

-6.07%

Shares7.6K

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS INC

-54.82%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

25.07%

Shares1.8K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

53.84%

Shares3.3K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

40.26%

Shares8.4K

Event2026-06-30

Filed2026-07-29

NDAQ

NASDAQ INC

-50.24%

Shares6.0K

Event2026-06-30

Filed2026-07-29

ESGD

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

-25.04%

Shares3.0K

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP

-33.07%

Shares1.0K

Event2026-06-30

Filed2026-07-29

GOVT

ISHARES TR

27.37%

Shares20.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

60.10%

Shares1.3K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-4.11%

Shares3.3K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

51.58%

Shares2.2K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

41.65%

Shares3.2K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

47.90%

Shares4.7K

Event2026-06-30

Filed2026-07-29

VXF

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

-15.44%

Shares4.1K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

New

Shares685

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES TR

-13.83%

Shares2.6K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

18.58%

Shares5.9K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

-29.37%

Shares2.1K

Event2026-06-30

Filed2026-07-29

EQX

EQUINOX GOLD CORP

0.00%

Shares41.6K

Event2026-06-30

Filed2026-07-29

ARK ETF TR

New

Shares9.4K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-29

EAGG

ISHARES TR

New

Shares8.0K

Event2026-06-30

Filed2026-07-29

TEL

TE CONNECTIVITY PLC

19.63%

Shares1.9K

Event2026-06-30

Filed2026-07-29

NOBL

PROSHARES TR

100.00%

Shares6.6K

Event2026-06-30

Filed2026-07-29

XTEN

BONDBLOXX ETF TRUST

23.44%

Shares8.0K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

25.47%

Shares2.4K

Event2026-06-30

Filed2026-07-29

ADVANCED ENERGY INDS

-18.56%

Shares970

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

New

Shares886

Event2026-06-30

Filed2026-07-29

ORACLE CORP

44.74%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

0.40%

Shares2.3K

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

CAH

CARDINAL HEALTH INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

TKOMY

TOKIO MARINE HOLDINGS INC

New

Shares7.6K

Event2026-06-30

Filed2026-07-29

VPU

VANGUARD WORLD FD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-18.49%

Shares2.0K

Event2026-06-30

Filed2026-07-29

TDY

TELEDYNE TECHNOLOGIES INC

-35.76%

Shares494

Event2026-06-30

Filed2026-07-29

AHR

AMERICAN HEALTHCARE REIT INC

-5.46%

Shares6.2K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

33.75%

Shares2.8K

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC

-28.71%

Shares4.1K

Event2026-06-30

Filed2026-07-29

ALLEGION PLC

-50.30%

Shares2.2K

Event2026-06-30

Filed2026-07-29

XAR

SPDR SERIES TRUST

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

VMC

VULCAN MATLS CO

-47.10%

Shares1.1K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares600

Event2026-06-30

Filed2026-07-29

IUSV

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

ESML

ISHARES TR

New

Shares5.5K

Event2026-06-30

Filed2026-07-29

VDC

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

13.28%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SUNCOR ENERGY INC NEW

-30.02%

Shares5.7K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

New

Shares933

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-4.01%

Shares407

Event2026-06-30

Filed2026-07-29

SPYV

SPDR SERIES TRUST

New

Shares5.0K

Event2026-06-30

Filed2026-07-29

ESE

ESCO TECHNOLOGIES INC

-40.38%

Shares852

Event2026-06-30

Filed2026-07-29

SHYG

ISHARES TR

-64.59%

Shares6.9K

Event2026-06-30

Filed2026-07-29

NXP SEMICONDUCTORS N V

-35.24%

Shares1.0K

Event2026-06-30

Filed2026-07-29

XJH

ISHARES TR

New

Shares5.5K

Event2026-06-30

Filed2026-07-29

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-29

ISHARES TR

New

Shares11.3K

Event2026-06-30

Filed2026-07-29

NPO

ENPRO INC

-33.77%

Shares753

Event2026-06-30

Filed2026-07-29

IBMQ

ISHARES TR

New

Shares11.1K

Event2026-06-30

Filed2026-07-29

IBMP

ISHARES TR

New

Shares11.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

New

Shares11.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

New

Shares11.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

New

Shares11.1K

Event2026-06-30

Filed2026-07-29

IBMR

ISHARES TR

New

Shares11.1K

Event2026-06-30

Filed2026-07-29

IBMS

ISHARES TR

New

Shares10.9K

Event2026-06-30

Filed2026-07-29

IBMT

ISHARES TR

New

Shares10.9K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

New

Shares819

Event2026-06-30

Filed2026-07-29

IBMO

ISHARES TR

New

Shares10.9K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-30.70%

Shares2.2K

Event2026-06-30

Filed2026-07-29

WAB

WABTEC

3.40%

Shares1.0K

Event2026-06-30

Filed2026-07-29

WRB

BERKLEY W R CORP

-34.02%

Shares3.9K

Event2026-06-30

Filed2026-07-29

SONY

SONY GROUP CORP

-45.61%

Shares13.6K

Event2026-06-30

Filed2026-07-29

ZWS

ZURN ELKAY WATER SOLNS CORP

-29.44%

Shares5.3K

Event2026-06-30

Filed2026-07-29

ENS

ENERSYS

-7.67%

Shares1.1K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

ULS

UL SOLUTIONS INC

-23.30%

Shares2.6K

Event2026-06-30

Filed2026-07-29

NDSN

NORDSON CORP

-35.41%

Shares872

Event2026-06-30

Filed2026-07-29

ESGE

ISHARES INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-29

FIX

COMFORT SYS USA INC

New

Shares129

Event2026-06-30

Filed2026-07-29

SNOWFLAKE INC

New

Shares985

Event2026-06-30

Filed2026-07-29

ROST

ROSS STORES INC

15.29%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

New

Shares899

Event2026-06-30

Filed2026-07-29

SPLV

INVESCO EXCH TRADED FD TR II

-43.80%

Shares3.2K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

COHU

COHU INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-29

CLOA

BLACKROCK ETF TRUST II

-63.15%

Shares4.6K

Event2026-06-30

Filed2026-07-29

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares5.2K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

New

Shares950

Event2026-06-30

Filed2026-07-29

COCA COLA CO

New

Shares2.9K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

CONSOLIDATED EDISON INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC

New

Shares862

Event2026-06-30

Filed2026-07-29

DIOD

DIODES INC

-30.13%

Shares2.1K

Event2026-06-30

Filed2026-07-29

BHE

BENCHMARK ELECTRS INC

-36.62%

Shares2.3K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

524.84%

Shares1.9K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

New

Shares4.8K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

New

Shares629

Event2026-06-30

Filed2026-07-29

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares604

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-32.46%

Shares1.5K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES TR

-25.54%

Shares1.8K

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

New

Shares665

Event2026-06-30

Filed2026-07-29

EBAY

EBAY INC.

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

New

Shares654

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

New

Shares542

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

New

Shares623

Event2026-06-30

Filed2026-07-29

ARK ETF TR

New

Shares5.5K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

16.84%

Shares5.1K

Event2026-06-30

Filed2026-07-29

WELL

WELLTOWER INC

New

Shares950

Event2026-06-30

Filed2026-07-29

SPDW

SPDR INDEX SHS FDS

New

Shares4.2K

Event2026-06-30

Filed2026-07-29

AON

AON PLC

-45.06%

Shares640

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-39.44%

Shares2.7K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

21.11%

Shares2.0K

Event2026-06-30

Filed2026-07-29

BYLD

ISHARES TR

-66.80%

Shares9.3K

Event2026-06-30

Filed2026-07-29

SPMB

SPDR SERIES TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-29

HLN

HALEON PLC

-48.85%

Shares22.3K

Event2026-06-30

Filed2026-07-29

KALU

KAISER ALUMINIUM CORPORATION

-43.71%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VIAV

VIAVI SOLUTIONS INC

-51.14%

Shares4.3K

Event2026-06-30

Filed2026-07-29

XBI

SPDR SERIES TRUST

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

JAAA

JANUS DETROIT STR TR

-66.74%

Shares4.0K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

New

Shares741

Event2026-06-30

Filed2026-07-29

UEC

URANIUM ENERGY CORP

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-29

ADVISORSHARES TR

0.00%

Shares33.1K

Event2026-06-30

Filed2026-07-29

FSCO

FS CREDIT OPPORTUNITIES CORP

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-29

TOLEDO HOSPITAL 5.750 11/15/38 28

New

Shares80.0K

Event2026-06-30

Filed2026-07-29

TRIBOROUGH BRDG & TUNL AUTH N 5.000 03/15/27

New

Shares40.0K

Event2026-06-30

Filed2026-07-29

TRI-CNTY TEX BEHAVIORAL HOSPITALS REV 2024

New

Shares40.0K

Event2026-06-30

Filed2026-07-29

GLDG

GOLDMINING INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-29

TOLEDO HOSPITAL 4.982 11/15/45

New

Shares25.0K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available