The Analysis of Institute for Wealth Management, LLC.'s Holdings & P&L


Currently, Institute for Wealth Management, LLC. holds 1763 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in SMH (+17.4K shares, valued at $11.4M), KLAC (+20.9K shares, valued at $6.3M), VUG (+70.9K shares, valued at $6.1M); decreased their positions in QQQ (-19.4K shares, valued at $14.3M), DIA (-6.9K shares, valued at $3.6M), N/A (-12.2K shares, valued at $3.1M); initiated new positions in SMH (+17.4K shares, valued at $11.4M), IBIT (+69.6K shares, valued at $2.3M), FLEX (+5.5K shares, valued at $898.0K).


1M P&L
+6.7M+0.68%
3M P&L
+13.6M+1.39%
HY P&L
+62.5M+6.73%

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/A340.6M
33.8%
2Semiconductors191.5M
19.0%
3Semiconductor Equipment & Materials41.2M
4.1%

Top Industries by Stock Count

1N/A639 stocks
39.6%
2Banks - Regional45 stocks
2.8%
3Asset Management33 stocks
2.0%
Stock Holdings
NVDA
NVIDIA CORPORATION
-0.25%
Shares739.5K
Event2026-06-30
Filed2026-07-28
AAPL
APPLE INC
-4.05%
Shares114.5K
Event2026-06-30
Filed2026-07-28
LRCX
LAM RESEARCH CORP
-0.02%
Shares72.4K
Event2026-06-30
Filed2026-07-28
AMZN
AMAZON COM INC
1.13%
Shares87.2K
Event2026-06-30
Filed2026-07-28
GOOGL
ALPHABET INC
-1.96%
Shares55.5K
Event2026-06-30
Filed2026-07-28
MSFT
MICROSOFT CORP
7.49%
Shares52.6K
Event2026-06-30
Filed2026-07-28
AMD
ADVANCED MICRO DEVICES INC
-3.38%
Shares27.3K
Event2026-06-30
Filed2026-07-28
QQQ
INVESCO QQQ TR
-48.73%
Shares20.4K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
META PLATFORMS INC
27.50%
Shares25.3K
Event2026-06-30
Filed2026-07-28
APPLIED MATLS INC
APPLIED MATLS INC
-0.92%
Shares18.8K
Event2026-06-30
Filed2026-07-28
TSLA
TESLA INC
9.69%
Shares30.6K
Event2026-06-30
Filed2026-07-28
SMH
VANECK ETF TRUST
New
Shares17.4K
Event2026-06-30
Filed2026-07-28
AXON
AXON ENTERPRISE INC
-2.99%
Shares19.8K
Event2026-06-30
Filed2026-07-28
VGSH
VANGUARD SCOTTSDALE FDS
90.93%
Shares171.4K
Event2026-06-30
Filed2026-07-28
GS
GOLDMAN SACHS GROUP INC
-0.63%
Shares9.5K
Event2026-06-30
Filed2026-07-28
VTWG
VANGUARD SCOTTSDALE FDS
-3.02%
Shares32.6K
Event2026-06-30
Filed2026-07-28
BROADCOM INC
BROADCOM INC
0.06%
Shares22.7K
Event2026-06-30
Filed2026-07-28
TXN
TEXAS INSTRS INC
-2.80%
Shares28.7K
Event2026-06-30
Filed2026-07-28
URI
UNITED RENTALS INC
-8.11%
Shares7.5K
Event2026-06-30
Filed2026-07-28
VTWV
VANGUARD SCOTTSDALE FDS
-1.22%
Shares42.8K
Event2026-06-30
Filed2026-07-28
FTNT
FORTINET INC
-0.12%
Shares54.3K
Event2026-06-30
Filed2026-07-28
XLK
SELECT SECTOR SPDR TR
-0.96%
Shares42.6K
Event2026-06-30
Filed2026-07-28
XLI
SELECT SECTOR SPDR TR
3.97%
Shares43.8K
Event2026-06-30
Filed2026-07-28
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
0.20%
Shares8.6K
Event2026-06-30
Filed2026-07-28
MU
MICRON TECHNOLOGY INC
-0.66%
Shares6.9K
Event2026-06-30
Filed2026-07-28
EDV
VANGUARD WORLD FD
181.90%
Shares122.6K
Event2026-06-30
Filed2026-07-28
XMMO
INVESCO EXCHANGE TRADED FD T
0.63%
Shares46.8K
Event2026-06-30
Filed2026-07-28
SCHG
SCHWAB STRATEGIC TR
3.13%
Shares234.3K
Event2026-06-30
Filed2026-07-28
CAIE
CALAMOS ETF TR
17.53%
Shares283.7K
Event2026-06-30
Filed2026-07-28
SBUX
STARBUCKS CORP
-0.13%
Shares74.9K
Event2026-06-30
Filed2026-07-28
VUG
VANGUARD INDEX FDS
477.30%
Shares85.8K
Event2026-06-30
Filed2026-07-28
DELL
DELL TECHNOLOGIES INC
-2.50%
Shares16.7K
Event2026-06-30
Filed2026-07-28
VBK
VANGUARD INDEX FDS
-2.34%
Shares19.5K
Event2026-06-30
Filed2026-07-28
KLAC
KLA CORP
906.50%
Shares23.2K
Event2026-06-30
Filed2026-07-28
XLF
SELECT SECTOR SPDR TR
1.48%
Shares127.9K
Event2026-06-30
Filed2026-07-28
LLY
ELI LILLY & CO
-1.48%
Shares5.7K
Event2026-06-30
Filed2026-07-28
PDP
INVESCO EXCHANGE TRADED FD T
-0.00%
Shares42.8K
Event2026-06-30
Filed2026-07-28
MRVL
MARVELL TECHNOLOGY INC
0.54%
Shares20.3K
Event2026-06-30
Filed2026-07-28
GLD
SPDR GOLD TR
197.44%
Shares16.2K
Event2026-06-30
Filed2026-07-28
VBR
VANGUARD INDEX FDS
-2.25%
Shares23.2K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-0.26%
Shares15.7K
Event2026-06-30
Filed2026-07-28
GOOG
ALPHABET INC
-13.31%
Shares14.2K
Event2026-06-30
Filed2026-07-28
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-0.36%
Shares9.4K
Event2026-06-30
Filed2026-07-28
BRK.B
BERKSHIRE HATHAWAY INC DEL
-1.14%
Shares9.6K
Event2026-06-30
Filed2026-07-28
VOE
VANGUARD INDEX FDS
0.00%
Shares23.8K
Event2026-06-30
Filed2026-07-28
PWB
INVESCO EXCHANGE TRADED FD T
-6.46%
Shares27.9K
Event2026-06-30
Filed2026-07-28
PANW
PALO ALTO NETWORKS INC
-0.14%
Shares13.6K
Event2026-06-30
Filed2026-07-28
ABBVIE INC
ABBVIE INC
-0.37%
Shares18.4K
Event2026-06-30
Filed2026-07-28
BAC
BANK OF AMER CORP
-0.44%
Shares78.2K
Event2026-06-30
Filed2026-07-28
VISA INC
VISA INC
-2.84%
Shares12.8K
Event2026-06-30
Filed2026-07-28
DIS
DISNEY WALT CO
-2.08%
Shares45.0K
Event2026-06-30
Filed2026-07-28
VKTX
VIKING THERAPEUTICS INC
-0.06%
Shares108.6K
Event2026-06-30
Filed2026-07-28
AMGN
AMGEN INC
-0.07%
Shares11.7K
Event2026-06-30
Filed2026-07-28
BA
BOEING CO
-4.84%
Shares19.1K
Event2026-06-30
Filed2026-07-28
CAT
CATERPILLAR INC
-13.56%
Shares3.8K
Event2026-06-30
Filed2026-07-28
IWC
ISHARES TR
0.00%
Shares20.0K
Event2026-06-30
Filed2026-07-28
IWV
ISHARES TR
0.00%
Shares9.4K
Event2026-06-30
Filed2026-07-28
NETFLIX INC.
NETFLIX INC.
15.93%
Shares51.6K
Event2026-06-30
Filed2026-07-28
IWM
ISHARES TR
-20.89%
Shares12.2K
Event2026-06-30
Filed2026-07-28
ADOBE INC
ADOBE INC
-1.00%
Shares17.4K
Event2026-06-30
Filed2026-07-28
GE
GE AEROSPACE
-7.91%
Shares9.5K
Event2026-06-30
Filed2026-07-28
EEM
ISHARES TR
-0.35%
Shares51.6K
Event2026-06-30
Filed2026-07-28
VWO
VANGUARD INTL EQUITY INDEX F
-13.46%
Shares58.6K
Event2026-06-30
Filed2026-07-28
IMMX
IMMIX BIOPHARMA INC
0.00%
Shares337.6K
Event2026-06-30
Filed2026-07-28
HIG
HARTFORD INSURANCE GROUP INC
-1.19%
Shares25.9K
Event2026-06-30
Filed2026-07-28
MS
MORGAN STANLEY
-1.64%
Shares16.4K
Event2026-06-30
Filed2026-07-28
FDX
FEDEX CORP
-2.68%
Shares10.7K
Event2026-06-30
Filed2026-07-28
CSX
CSX CORP
-0.16%
Shares69.3K
Event2026-06-30
Filed2026-07-28
IEV
ISHARES TR
-0.07%
Shares44.8K
Event2026-06-30
Filed2026-07-28
NTES
NETEASE COM INC
-0.32%
Shares25.3K
Event2026-06-30
Filed2026-07-28
PRF
INVESCO EXCHANGE TRADED FD T
0.00%
Shares59.4K
Event2026-06-30
Filed2026-07-28
AXP
AMERICAN EXPRESS CO
-0.08%
Shares9.4K
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-34.68%
Shares4.2K
Event2026-06-30
Filed2026-07-28
ETN
EATON CORP PLC
0.63%
Shares7.3K
Event2026-06-30
Filed2026-07-28
CLOUDFLARE INC
CLOUDFLARE INC
2.47%
Shares12.4K
Event2026-06-30
Filed2026-07-28
MPC
MARATHON PETE CORP
-1.19%
Shares11.5K
Event2026-06-30
Filed2026-07-28
BMVP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares57.0K
Event2026-06-30
Filed2026-07-28
SHV
ISHARES TR
-11.03%
Shares26.4K
Event2026-06-30
Filed2026-07-28
XLE
SELECT SECTOR SPDR TR
-1.43%
Shares53.7K
Event2026-06-30
Filed2026-07-28
XLG
INVESCO EXCHANGE TRADED FD T
-0.14%
Shares46.2K
Event2026-06-30
Filed2026-07-28
BXSL
BLACKSTONE SECD LENDING FD
237.83%
Shares115.8K
Event2026-06-30
Filed2026-07-28
VOT
VANGUARD INDEX FDS
0.00%
Shares8.8K
Event2026-06-30
Filed2026-07-28
VGT
VANGUARD WORLD FD
367.41%
Shares22.5K
Event2026-06-30
Filed2026-07-28
JNJ
JOHNSON & JOHNSON
-0.12%
Shares10.5K
Event2026-06-30
Filed2026-07-28
RTX CORPORATION
RTX CORPORATION
-0.52%
Shares13.8K
Event2026-06-30
Filed2026-07-28
CRM
SALESFORCE INC
-3.16%
Shares16.3K
Event2026-06-30
Filed2026-07-28
GM
GENERAL MTRS CO
-19.92%
Shares32.8K
Event2026-06-30
Filed2026-07-28
GLW
CORNING INC
-0.62%
Shares9.9K
Event2026-06-30
Filed2026-07-28
GEV
GE VERNOVA INC
-7.41%
Shares2.1K
Event2026-06-30
Filed2026-07-28
SERVICENOW INC
SERVICENOW INC
4.48%
Shares24.7K
Event2026-06-30
Filed2026-07-28
XHB
SPDR SERIES TRUST
4.49%
Shares20.7K
Event2026-06-30
Filed2026-07-28
HWM
HOWMET AEROSPACE INC
-0.08%
Shares8.9K
Event2026-06-30
Filed2026-07-28
DE
DEERE & CO
-21.88%
Shares3.8K
Event2026-06-30
Filed2026-07-28
CSD
INVESCO EXCHANGE TRADED FD T
0.00%
Shares15.8K
Event2026-06-30
Filed2026-07-28
KVUE
KENVUE INC
0.00%
Shares122.6K
Event2026-06-30
Filed2026-07-28
SHOP
SHOPIFY INC
46.13%
Shares20.4K
Event2026-06-30
Filed2026-07-28
IBIT
ISHARES BITCOIN TRUST ETF
New
Shares69.6K
Event2026-06-30
Filed2026-07-28
RYLD
GLOBAL X FDS
-0.86%
Shares143.8K
Event2026-06-30
Filed2026-07-28
VONV
VANGUARD SCOTTSDALE FDS
-0.57%
Shares21.5K
Event2026-06-30
Filed2026-07-28
IJR
ISHARES TR
10.63%
Shares15.3K
Event2026-06-30
Filed2026-07-28
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares3
Event2026-06-30
Filed2026-07-28
SPHQ
INVESCO EXCHANGE TRADED FD T
0.00%
Shares24.6K
Event2026-06-30
Filed2026-07-28
CP
CANADIAN PACIFIC KANSAS CITY
0.00%
Shares25.4K
Event2026-06-30
Filed2026-07-28
COR
CENCORA INC
-2.49%
Shares7.8K
Event2026-06-30
Filed2026-07-28
QCOM
QUALCOMM INC
-2.88%
Shares11.9K
Event2026-06-30
Filed2026-07-28
ORACLE CORP
ORACLE CORP
-11.84%
Shares14.9K
Event2026-06-30
Filed2026-07-28
PFM
INVESCO EXCHANGE TRADED FD T
0.01%
Shares38.9K
Event2026-06-30
Filed2026-07-28
VEA
VANGUARD TAX-MANAGED FDS
-19.10%
Shares30.1K
Event2026-06-30
Filed2026-07-28
WMT
WALMART INC
-5.00%
Shares18.8K
Event2026-06-30
Filed2026-07-28
C
CITIGROUP INC
-11.51%
Shares15.1K
Event2026-06-30
Filed2026-07-28
VTV
VANGUARD INDEX FDS
-14.76%
Shares9.6K
Event2026-06-30
Filed2026-07-28
BX
BLACKSTONE INC
0.35%
Shares17.6K
Event2026-06-30
Filed2026-07-28
QYLD
GLOBAL X FDS
-3.71%
Shares111.0K
Event2026-06-30
Filed2026-07-28
XNTK
SPDR SERIES TRUST
0.00%
Shares5.1K
Event2026-06-30
Filed2026-07-28
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-3.17%
Shares8.8K
Event2026-06-30
Filed2026-07-28
AOR
ISHARES TR
26.87%
Shares28.0K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
-8.31%
Shares2.6K
Event2026-06-30
Filed2026-07-28
H
HYATT HOTELS CORP
-21.41%
Shares10.0K
Event2026-06-30
Filed2026-07-28
CME
CME GROUP INC
-0.14%
Shares8.7K
Event2026-06-30
Filed2026-07-28
EBAY
EBAY INC.
0.00%
Shares17.2K
Event2026-06-30
Filed2026-07-28
XSMO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares20.3K
Event2026-06-30
Filed2026-07-28
AN
AUTONATION INC
0.74%
Shares10.2K
Event2026-06-30
Filed2026-07-28
LOW
LOWES COS INC
-10.50%
Shares8.4K
Event2026-06-30
Filed2026-07-28
GRNY
TIDAL TRUST I
-0.61%
Shares66.5K
Event2026-06-30
Filed2026-07-28
JOE
ST JOE CO
-1.36%
Shares29.0K
Event2026-06-30
Filed2026-07-28
PBE
INVESCO EXCHANGE TRADED FD T
-0.25%
Shares20.2K
Event2026-06-30
Filed2026-07-28
CISCO SYS INC
CISCO SYS INC
-16.42%
Shares15.1K
Event2026-06-30
Filed2026-07-28
CVX
CHEVRON CORPORATION
-5.18%
Shares10.6K
Event2026-06-30
Filed2026-07-28
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-6.21%
Shares4.7K
Event2026-06-30
Filed2026-07-28
APPLOVIN CORP
APPLOVIN CORP
-0.39%
Shares3.3K
Event2026-06-30
Filed2026-07-28
XBI
SPDR SERIES TRUST
5.88%
Shares10.8K
Event2026-06-30
Filed2026-07-28
BKNG
BOOKING HOLDINGS INC
2400.00%
Shares9.6K
Event2026-06-30
Filed2026-07-28
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares13.3K
Event2026-06-30
Filed2026-07-28
ITOT
ISHARES TR
12.12%
Shares10.3K
Event2026-06-30
Filed2026-07-28
JOET
VIRTUS ETF TR II
-1.22%
Shares36.3K
Event2026-06-30
Filed2026-07-28
HD
HOME DEPOT INC
0.17%
Shares4.7K
Event2026-06-30
Filed2026-07-28
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
-1.69%
Shares5.0K
Event2026-06-30
Filed2026-07-28
EWJ
ISHARES INC
-0.98%
Shares17.7K
Event2026-06-30
Filed2026-07-28
CMI
CUMMINS INC
-0.09%
Shares2.3K
Event2026-06-30
Filed2026-07-28
VHT
VANGUARD WORLD FD
-36.58%
Shares5.5K
Event2026-06-30
Filed2026-07-28
LNG
CHENIERE ENERGY INC
-0.32%
Shares6.9K
Event2026-06-30
Filed2026-07-28
MAR
MARRIOTT INTL INC NEW
-4.12%
Shares4.4K
Event2026-06-30
Filed2026-07-28
QUAL
ISHARES TR
-11.75%
Shares7.4K
Event2026-06-30
Filed2026-07-28
VRTX
VERTEX PHARMACEUTICALS INC
-0.40%
Shares3.2K
Event2026-06-30
Filed2026-07-28
XYLD
GLOBAL X FDS
-3.08%
Shares38.5K
Event2026-06-30
Filed2026-07-28
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
1.99%
Shares2.0K
Event2026-06-30
Filed2026-07-28
PHM
PULTE GROUP INC
-6.86%
Shares11.3K
Event2026-06-30
Filed2026-07-28
QUANTA SVCS INC
QUANTA SVCS INC
-0.09%
Shares2.1K
Event2026-06-30
Filed2026-07-28
BBH
VANECK ETF TRUST
0.00%
Shares7.4K
Event2026-06-30
Filed2026-07-28
IVW
ISHARES TR
-11.28%
Shares10.9K
Event2026-06-30
Filed2026-07-28
EOG
EOG RES INC
-8.05%
Shares11.5K
Event2026-06-30
Filed2026-07-28
FFIV
F5 INC
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-28
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-4.27%
Shares1.5K
Event2026-06-30
Filed2026-07-28
MSGS
MADISON SQUARE GRDN SPRT COR
-0.41%
Shares3.7K
Event2026-06-30
Filed2026-07-28
ASML
ASML HLDG NV
1.52%
Shares736
Event2026-06-30
Filed2026-07-28
IHI
ISHARES TR
-1.13%
Shares29.4K
Event2026-06-30
Filed2026-07-28
DFAS
DIMENSIONAL ETF TRUST
0.00%
Shares17.6K
Event2026-06-30
Filed2026-07-28
VIG
VANGUARD SPECIALIZED FUNDS
0.11%
Shares6.1K
Event2026-06-30
Filed2026-07-28
WDC
WESTERN DIGITAL CORP
25.58%
Shares2.3K
Event2026-06-30
Filed2026-07-28
INTC
INTEL CORP
-22.92%
Shares10.3K
Event2026-06-30
Filed2026-07-28
PJP
INVESCO EXCHANGE TRADED FD T
0.01%
Shares12.1K
Event2026-06-30
Filed2026-07-28
PYPL
PAYPAL HLDGS INC
-5.29%
Shares32.9K
Event2026-06-30
Filed2026-07-28
FVD
FIRST TR EXCHANGE-TRADED FD
-0.07%
Shares29.1K
Event2026-06-30
Filed2026-07-28
DXJ
WISDOMTREE TR
0.00%
Shares8.1K
Event2026-06-30
Filed2026-07-28
UNP
UNION PAC CORP
-0.08%
Shares5.1K
Event2026-06-30
Filed2026-07-28
XLC
SELECT SECTOR SPDR TR
4.51%
Shares12.8K
Event2026-06-30
Filed2026-07-28
RBLX
ROBLOX CORP
16.83%
Shares25.0K
Event2026-06-30
Filed2026-07-28
VSS
VANGUARD INTL EQUITY INDEX F
0.00%
Shares8.5K
Event2026-06-30
Filed2026-07-28
DATADOG INC
DATADOG INC
-29.55%
Shares4.9K
Event2026-06-30
Filed2026-07-28
VNQ
VANGUARD INDEX FDS
-26.41%
Shares13.2K
Event2026-06-30
Filed2026-07-28
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-8.84%
Shares3.1K
Event2026-06-30
Filed2026-07-28
LMT
LOCKHEED MARTIN CORP
-0.53%
Shares2.4K
Event2026-06-30
Filed2026-07-28
APH
AMPHENOL CORP
5.28%
Shares7.1K
Event2026-06-30
Filed2026-07-28
PRFZ
INVESCO EXCHANGE TRADED FD T
0.00%
Shares22.0K
Event2026-06-30
Filed2026-07-28
MRK
MERCK & CO INC
-0.53%
Shares9.5K
Event2026-06-30
Filed2026-07-28
XLY
SELECT SECTOR SPDR TR
0.81%
Shares10.4K
Event2026-06-30
Filed2026-07-28
KRE
SPDR SERIES TRUST
-0.88%
Shares16.2K
Event2026-06-30
Filed2026-07-28
SHW
SHERWIN WILLIAMS CO
-0.57%
Shares3.5K
Event2026-06-30
Filed2026-07-28
BMY
BRISTOL-MYERS SQUIBB CO
-0.27%
Shares20.2K
Event2026-06-30
Filed2026-07-28
ABSI
ABSCI CORPORATION
-31.48%
Shares99.9K
Event2026-06-30
Filed2026-07-28
VLO
VALERO ENERGY CORP
-2.39%
Shares4.4K
Event2026-06-30
Filed2026-07-28
UHAL.B
U HAUL HOLDING COMPANY
-1.38%
Shares19.8K
Event2026-06-30
Filed2026-07-28
IHE
ISHARES TR
0.59%
Shares11.3K
Event2026-06-30
Filed2026-07-28
PG
PROCTER & GAMBLE CO
3.67%
Shares7.6K
Event2026-06-30
Filed2026-07-28
CIEN
CIENA CORP
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-28
AIG
AMERICAN INTL GROUP INC
-3.75%
Shares14.9K
Event2026-06-30
Filed2026-07-28
PSX
PHILLIPS 66
-7.43%
Shares6.6K
Event2026-06-30
Filed2026-07-28
VGK
VANGUARD INTL EQUITY INDEX F
-4.13%
Shares12.4K
Event2026-06-30
Filed2026-07-28
XYZ
BLOCK INC
-6.91%
Shares14.2K
Event2026-06-30
Filed2026-07-28
VFH
VANGUARD WORLD FD
-47.91%
Shares8.2K
Event2026-06-30
Filed2026-07-28
PID
INVESCO EXCHANGE TRADED FD T
0.00%
Shares48.1K
Event2026-06-30
Filed2026-07-28
MTUM
ISHARES TR
-0.13%
Shares3.1K
Event2026-06-30
Filed2026-07-28
CI
THE CIGNA GROUP
0.00%
Shares3.8K
Event2026-06-30
Filed2026-07-28
COP
CONOCOPHILLIPS
-2.97%
Shares10.2K
Event2026-06-30
Filed2026-07-28
ELV
ELEVANCE HEALTH INC FORMERLY
-0.51%
Shares2.7K
Event2026-06-30
Filed2026-07-28
TJX
TJX COS INC NEW
-0.88%
Shares6.9K
Event2026-06-30
Filed2026-07-28
DTD
WISDOMTREE TR
0.00%
Shares11.1K
Event2026-06-30
Filed2026-07-28
ISRG
INTUITIVE SURGICAL INC
5.29%
Shares2.5K
Event2026-06-30
Filed2026-07-28
SCHW
SCHWAB CHARLES CORP
-1.44%
Shares10.9K
Event2026-06-30
Filed2026-07-28
ELAN
ELANCO ANIMAL HEALTH INC
-0.05%
Shares40.8K
Event2026-06-30
Filed2026-07-28
PWV
INVESCO EXCHANGE TRADED FD T
-1.62%
Shares13.2K
Event2026-06-30
Filed2026-07-28
IBM
INTERNATIONAL BUSINESS MACHS
1.04%
Shares3.5K
Event2026-06-30
Filed2026-07-28
MCO
MOODYS CORP
-2.45%
Shares2.1K
Event2026-06-30
Filed2026-07-28
IDVO
AMPLIFY ETF TR
48.42%
Shares23.0K
Event2026-06-30
Filed2026-07-28
CMPR
CIMPRESS PLC
-2.30%
Shares9.5K
Event2026-06-30
Filed2026-07-28
ONEQ
FIDELITY COMWLTH TR
0.00%
Shares9.2K
Event2026-06-30
Filed2026-07-28
HCA
HCA HEALTHCARE INC
1.33%
Shares2.4K
Event2026-06-30
Filed2026-07-28
MTN
VAIL RESORTS INC
-1.48%
Shares7.0K
Event2026-06-30
Filed2026-07-28
MSCI
MSCI INC
-2.98%
Shares1.7K
Event2026-06-30
Filed2026-07-28
EZM
WISDOMTREE TR
0.00%
Shares12.5K
Event2026-06-30
Filed2026-07-28
SNDK
SANDISK CORP
4.03%
Shares413
Event2026-06-30
Filed2026-07-28
GILD
GILEAD SCIENCES INC
-0.16%
Shares7.4K
Event2026-06-30
Filed2026-07-28
KKR
KKR & CO INC
3.83%
Shares10.2K
Event2026-06-30
Filed2026-07-28
VOX
VANGUARD WORLD FD
-50.65%
Shares5.0K
Event2026-06-30
Filed2026-07-28
OXY
OCCIDENTAL PETE CORP
-3.08%
Shares18.9K
Event2026-06-30
Filed2026-07-28
S&P GLOBAL INC
S&P GLOBAL INC
-0.76%
Shares2.2K
Event2026-06-30
Filed2026-07-28
MCK
MCKESSON CORP
-0.66%
Shares1.2K
Event2026-06-30
Filed2026-07-28
VCR
VANGUARD WORLD FD
-51.72%
Shares2.3K
Event2026-06-30
Filed2026-07-28
FLEX
FLEX LTD
New
Shares5.5K
Event2026-06-30
Filed2026-07-28
HQY
HEALTHEQUITY INC
-6.33%
Shares9.8K
Event2026-06-30
Filed2026-07-28
AIVL
WISDOMTREE TR
-0.22%
Shares6.7K
Event2026-06-30
Filed2026-07-28
SNOWFLAKE INC
SNOWFLAKE INC
-77.91%
Shares3.4K
Event2026-06-30
Filed2026-07-28
MET
METLIFE INC
-0.58%
Shares10.3K
Event2026-06-30
Filed2026-07-28
IYT
ISHARES TR
-0.44%
Shares10.0K
Event2026-06-30
Filed2026-07-28
PRU
PRUDENTIAL FINL INC
-5.02%
Shares8.0K
Event2026-06-30
Filed2026-07-28
GRNJ
TIDAL TRUST III
40.27%
Shares27.5K
Event2026-06-30
Filed2026-07-28
CET
CENTRAL SECS CORP
0.00%
Shares16.4K
Event2026-06-30
Filed2026-07-28
KO
COCA COLA CO
2.38%
Shares10.5K
Event2026-06-30
Filed2026-07-28
DFAT
DIMENSIONAL ETF TRUST
0.02%
Shares12.2K
Event2026-06-30
Filed2026-07-28
QLD
PROSHARES TR
0.00%
Shares8.8K
Event2026-06-30
Filed2026-07-28
WDAY
WORKDAY INC
0.00%
Shares6.8K
Event2026-06-30
Filed2026-07-28
LUV
SOUTHWEST AIRLS CO
-0.49%
Shares16.2K
Event2026-06-30
Filed2026-07-28
RRR
RED ROCK RESORTS INC
-2.23%
Shares12.7K
Event2026-06-30
Filed2026-07-28
JETS
ETF SER SOLUTIONS
0.00%
Shares24.8K
Event2026-06-30
Filed2026-07-28
WISDOMTREE TR
WISDOMTREE TR
-0.22%
Shares11.0K
Event2026-06-30
Filed2026-07-28
DIVO
AMPLIFY ETF TR
10.50%
Shares17.9K
Event2026-06-30
Filed2026-07-28
NKE
NIKE INC
-6.15%
Shares19.9K
Event2026-06-30
Filed2026-07-28
CIBR
FIRST TR EXCHANGE-TRADED FD
1.68%
Shares9.1K
Event2026-06-30
Filed2026-07-28
PSI
INVESCO EXCHANGE TRADED FD T
-0.19%
Shares4.3K
Event2026-06-30
Filed2026-07-28
MCD
MCDONALDS CORP
-4.78%
Shares3.0K
Event2026-06-30
Filed2026-07-28
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares18.1K
Event2026-06-30
Filed2026-07-28
FEDEX FGHT HLDG CO INC
FEDEX FGHT HLDG CO INC
New
Shares5.3K
Event2026-06-30
Filed2026-07-28
RRX
REGAL REXNORD CORPORATION
0.00%
Shares3.3K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
EXXON MOBIL CORP
-2.64%
Shares5.7K
Event2026-06-30
Filed2026-07-28
XLB
SELECT SECTOR SPDR TR
25.45%
Shares15.3K
Event2026-06-30
Filed2026-07-28
LEN
LENNAR CORP
0.00%
Shares8.5K
Event2026-06-30
Filed2026-07-28
XLV
SELECT SECTOR SPDR TR
11.32%
Shares4.8K
Event2026-06-30
Filed2026-07-28
VZ
VERIZON COMMUNICATIONS INC
-6.61%
Shares17.8K
Event2026-06-30
Filed2026-07-28
RSP
INVESCO EXCHANGE TRADED FD T
12.10%
Shares3.5K
Event2026-06-30
Filed2026-07-28
CTAS
CINTAS CORP
9.26%
Shares4.4K
Event2026-06-30
Filed2026-07-28
QXO
QXO INC
231.82%
Shares43.0K
Event2026-06-30
Filed2026-07-28
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
33.06%
Shares15.9K
Event2026-06-30
Filed2026-07-28
FICO
FAIR ISAAC CORP
-24.09%
Shares602
Event2026-06-30
Filed2026-07-28
MELI
MERCADOLIBRE INC
0.00%
Shares422
Event2026-06-30
Filed2026-07-28
AIR
AAR CORP
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-28
CORTEVA INC
CORTEVA INC
1.51%
Shares8.4K
Event2026-06-30
Filed2026-07-28
WYNN
WYNN RESORTS LTD
-1.89%
Shares7.2K
Event2026-06-30
Filed2026-07-28
TT
TRANE TECHNOLOGIES PLC
-7.75%
Shares1.4K
Event2026-06-30
Filed2026-07-28
EFG
ISHARES TR
-12.32%
Shares5.6K
Event2026-06-30
Filed2026-07-28
AER
AERCAP HOLDINGS NV
3.92%
Shares4.8K
Event2026-06-30
Filed2026-07-28
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
0.32%
Shares4.8K
Event2026-06-30
Filed2026-07-28
SPHR
SPHERE ENTERTAINMENT CO
-0.30%
Shares4.0K
Event2026-06-30
Filed2026-07-28
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
-4.75%
Shares7.2K
Event2026-06-30
Filed2026-07-28
EMR
EMERSON ELEC CO
6.91%
Shares4.8K
Event2026-06-30
Filed2026-07-28
ECF
ELLSWORTH GROWTH & INCOME FD
-0.89%
Shares52.3K
Event2026-06-30
Filed2026-07-28
IONQ INC
IONQ INC
-5.62%
Shares12.9K
Event2026-06-30
Filed2026-07-28
VPL
VANGUARD INTL EQUITY INDEX F
-10.23%
Shares5.9K
Event2026-06-30
Filed2026-07-28
ERIC
TELEFONAKTIEBOLAGET LM ERICS
0.00%
Shares61.5K
Event2026-06-30
Filed2026-07-28
T
AT&T INC
-4.38%
Shares33.0K
Event2026-06-30
Filed2026-07-28
HHH
HOWARD HUGHES HOLDINGS INC
-1.76%
Shares9.5K
Event2026-06-30
Filed2026-07-28
EPS
WISDOMTREE TR
0.00%
Shares8.6K
Event2026-06-30
Filed2026-07-28
XMVM
INVESCO EXCHANGE TRADED FD T
0.02%
Shares9.4K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
-8.65%
Shares6.9K
Event2026-06-30
Filed2026-07-28
DOMINION ENERGY INC
DOMINION ENERGY INC
-0.67%
Shares9.6K
Event2026-06-30
Filed2026-07-28
VDE
VANGUARD WORLD FD
-47.38%
Shares4.3K
Event2026-06-30
Filed2026-07-28
LULU
LULULEMON ATHLETICA INC
122.46%
Shares5.7K
Event2026-06-30
Filed2026-07-28
USB
US BANCORP
0.00%
Shares10.7K
Event2026-06-30
Filed2026-07-28
XSVM
INVESCO EXCHANGE TRADED FD T
0.00%
Shares9.2K
Event2026-06-30
Filed2026-07-28
CPNG
COUPANG INC
-2.65%
Shares36.7K
Event2026-06-30
Filed2026-07-28
WCC
WESCO INTL INC
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-28
KEY
KEYCORP
-1.33%
Shares27.4K
Event2026-06-30
Filed2026-07-28
UBER
UBER TECHNOLOGIES INC
17.20%
Shares8.7K
Event2026-06-30
Filed2026-07-28
ALL
ALLSTATE CORP
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-28
NUE
NUCOR CORP
-0.89%
Shares2.8K
Event2026-06-30
Filed2026-07-28
DAL
DELTA AIR LINES INC
-0.96%
Shares6.6K
Event2026-06-30
Filed2026-07-28
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-28
AEP
AMERICAN ELEC PWR CO INC
-2.19%
Shares4.5K
Event2026-06-30
Filed2026-07-28
IBB
ISHARES TR
-2.94%
Shares3.2K
Event2026-06-30
Filed2026-07-28
Q
QNITY ELECTRONICS INC
-3.77%
Shares3.7K
Event2026-06-30
Filed2026-07-28
F
FORD MTR CO
-0.15%
Shares43.5K
Event2026-06-30
Filed2026-07-28
DHR
DANAHER CORP DEL
1.03%
Shares3.1K
Event2026-06-30
Filed2026-07-28
EXPE
EXPEDIA GROUP INC
-2.95%
Shares2.3K
Event2026-06-30
Filed2026-07-28
SE
SEA LTD
4.94%
Shares6.2K
Event2026-06-30
Filed2026-07-28
FANG
DIAMONDBACK ENERGY INC
-6.99%
Shares3.3K
Event2026-06-30
Filed2026-07-28
HLT
HILTON WORLDWIDE HLDGS INC
4.48%
Shares1.7K
Event2026-06-30
Filed2026-07-28
ABNB
AIRBNB INC
2.10%
Shares4.0K
Event2026-06-30
Filed2026-07-28
COF
CAPITAL ONE FINL CORP
-0.17%
Shares2.9K
Event2026-06-30
Filed2026-07-28
DFIV
DIMENSIONAL ETF TRUST
-0.29%
Shares10.6K
Event2026-06-30
Filed2026-07-28
CSGP
COSTAR GROUP INC
-5.27%
Shares20.0K
Event2026-06-30
Filed2026-07-28
PEY
INVESCO EXCHANGE TRADED FD T
0.00%
Shares24.5K
Event2026-06-30
Filed2026-07-28
NVS
NOVARTIS AG
-0.61%
Shares3.6K
Event2026-06-30
Filed2026-07-28
PNC
PNC FINL SVCS GROUP INC
-1.59%
Shares2.3K
Event2026-06-30
Filed2026-07-28
VOO
VANGUARD INDEX FDS
-26.86%
Shares806
Event2026-06-30
Filed2026-07-28
MAS
MASCO CORP
-0.89%
Shares6.8K
Event2026-06-30
Filed2026-07-28
WFC
WELLS FARGO & CO
-12.97%
Shares6.7K
Event2026-06-30
Filed2026-07-28
CMCSA
COMCAST CORP NEW
-24.14%
Shares22.5K
Event2026-06-30
Filed2026-07-28
TER
TERADYNE INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-28
PEP
PEPSICO INC
-3.80%
Shares4.1K
Event2026-06-30
Filed2026-07-28
SOXX
ISHARES TR
3.04%
Shares848
Event2026-06-30
Filed2026-07-28
VIS
VANGUARD WORLD FD
-46.83%
Shares1.5K
Event2026-06-30
Filed2026-07-28
VANGUARD SCOTTSDALE FDS
VANGUARD SCOTTSDALE FDS
-12.94%
Shares4.4K
Event2026-06-30
Filed2026-07-28
ABT
ABBOTT LABORATORIES
-23.29%
Shares5.9K
Event2026-06-30
Filed2026-07-28
GDV
GABELLI DIVID & INCOME TR
0.00%
Shares18.1K
Event2026-06-30
Filed2026-07-28
UPS
UNITED PARCEL SVCS INC
-4.69%
Shares4.9K
Event2026-06-30
Filed2026-07-28
PFE
PFIZER INC
-0.22%
Shares21.9K
Event2026-06-30
Filed2026-07-28
SUNCOR ENERGY INC NEW
SUNCOR ENERGY INC NEW
-1.50%
Shares9.8K
Event2026-06-30
Filed2026-07-28
MO
ALTRIA GROUP INC
-14.35%
Shares7.3K
Event2026-06-30
Filed2026-07-28
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares2.3K
Event2026-06-30
Filed2026-07-28
GRBK
GREEN BRICK PARTNERS INC
0.00%
Shares6.5K
Event2026-06-30
Filed2026-07-28
ROAD
CONSTRUCTION PARTNERS INC
0.00%
Shares4.3K
Event2026-06-30
Filed2026-07-28
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-0.66%
Shares4.3K
Event2026-06-30
Filed2026-07-28
TMO
THERMO FISHER SCIENTIFIC INC
3.99%
Shares1.0K
Event2026-06-30
Filed2026-07-28
DIA
STATE STR SPDR DOW JONES IND
-87.64%
Shares974
Event2026-06-30
Filed2026-07-28
RBC
RBC BEARINGS INC
0.00%
Shares783
Event2026-06-30
Filed2026-07-28
DKNG
DRAFTKINGS INC NEW
0.00%
Shares19.8K
Event2026-06-30
Filed2026-07-28
SPHY
SPDR SERIES TRUST
0.00%
Shares21.3K
Event2026-06-30
Filed2026-07-28
TFPM
TRIPLE FLAG PRECIOUS METAL
0.00%
Shares16.5K
Event2026-06-30
Filed2026-07-28
CNQ
CANADIAN NAT RES LTD MED TER
0.00%
Shares12.4K
Event2026-06-30
Filed2026-07-28
TSM
TAIWAN SEMICONDUCTOR MANUFAC
52.67%
Shares1.0K
Event2026-06-30
Filed2026-07-28
ALK
ALASKA AIR GROUP INC
0.00%
Shares9.4K
Event2026-06-30
Filed2026-07-28
VPU
VANGUARD WORLD FD
-50.14%
Shares2.5K
Event2026-06-30
Filed2026-07-28
WMB
WILLIAMS COS INC
-1.53%
Shares6.5K
Event2026-06-30
Filed2026-07-28
PFF
ISHARES TR
New
Shares15.8K
Event2026-06-30
Filed2026-07-28
SPXX
NUVEEN S&P 500 DYNAMIC OVERW
-0.04%
Shares25.7K
Event2026-06-30
Filed2026-07-28
LIN
LINDE PLC
-7.79%
Shares923
Event2026-06-30
Filed2026-07-28
DON
WISDOMTREE TR
0.00%
Shares8.5K
Event2026-06-30
Filed2026-07-28
VAW
VANGUARD WORLD FD
-51.53%
Shares2.1K
Event2026-06-30
Filed2026-07-28
IEMG
ISHARES INC
-6.02%
Shares5.7K
Event2026-06-30
Filed2026-07-28
ANET
ARISTA NETWORKS INC
0.94%
Shares2.8K
Event2026-06-30
Filed2026-07-28
STRATEGY INC
STRATEGY INC
-15.55%
Shares5.5K
Event2026-06-30
Filed2026-07-28
QQEW
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-28
PM
PHILIP MORRIS INTL INC
-0.69%
Shares2.6K
Event2026-06-30
Filed2026-07-28
SGOV
ISHARES TR
2.00%
Shares4.5K
Event2026-06-30
Filed2026-07-28
EA
ELECTRONIC ARTS INC
3.49%
Shares2.2K
Event2026-06-30
Filed2026-07-28
BND
VANGUARD BD INDEX FDS
-14.33%
Shares6.2K
Event2026-06-30
Filed2026-07-28
MHO
M/I HOMES INC
-3.35%
Shares2.8K
Event2026-06-30
Filed2026-07-28
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-28
ULTA BEAUTY INC
ULTA BEAUTY INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-28
NU
NU HLDGS LTD
New
Shares33.7K
Event2026-06-30
Filed2026-07-28
TWLO
TWILIO INC
-1.36%
Shares2.2K
Event2026-06-30
Filed2026-07-28
CARR
CARRIER GLOBAL CORPORATION
6.35%
Shares6.1K
Event2026-06-30
Filed2026-07-28
COMP
COMPASS INC
-50.14%
Shares35.8K
Event2026-06-30
Filed2026-07-28
XRT
SPDR SERIES TRUST
5.76%
Shares5.0K
Event2026-06-30
Filed2026-07-28
DASH
DOORDASH INC
6.58%
Shares2.3K
Event2026-06-30
Filed2026-07-28
DDS
DILLARDS INC
-0.12%
Shares818
Event2026-06-30
Filed2026-07-28
RDN
RADIAN GROUP INC
0.00%
Shares11.5K
Event2026-06-30
Filed2026-07-28
USMV
ISHARES TR
-10.33%
Shares4.4K
Event2026-06-30
Filed2026-07-28
VYM
VANGUARD WHITEHALL FDS
4.71%
Shares2.7K
Event2026-06-30
Filed2026-07-28
3M CO
3M CO
-4.72%
Shares2.6K
Event2026-06-30
Filed2026-07-28
BTO
HANCOCK JOHN FINL OPPTYS
0.00%
Shares10.8K
Event2026-06-30
Filed2026-07-28
FXL
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-28
BNDX
VANGUARD CHARLOTTE FDS
-15.77%
Shares8.7K
Event2026-06-30
Filed2026-07-28
SNX
TD SYNNEX CORPORATION
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-28
ADEA
ADEIA INC
-23.03%
Shares12.6K
Event2026-06-30
Filed2026-07-28
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares7.5K
Event2026-06-30
Filed2026-07-28
MNST
MONSTER BEVERAGE CORP NEW
-0.02%
Shares4.3K
Event2026-06-30
Filed2026-07-28
TFLO
ISHARES TR
-0.58%
Shares8.1K
Event2026-06-30
Filed2026-07-28
MDY
STATE STR SPDR S&P MIDCAP 40
-0.52%
Shares579
Event2026-06-30
Filed2026-07-28
TFC
TRUIST FINL CORP
-1.80%
Shares8.1K
Event2026-06-30
Filed2026-07-28
GEN
GEN DIGITAL INC
-5.03%
Shares16.2K
Event2026-06-30
Filed2026-07-28
LIVE NATION ENTERTAINMENT IN
LIVE NATION ENTERTAINMENT IN
-4.18%
Shares2.2K
Event2026-06-30
Filed2026-07-28
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares3.0K
Event2026-06-30
Filed2026-07-28
ICE
INTERCONTINENTAL EXCHANGE IN
-2.90%
Shares3.3K
Event2026-06-30
Filed2026-07-28
MSGE
MADISON SQUARE GARDEN ENTMT
1.34%
Shares4.9K
Event2026-06-30
Filed2026-07-28
DHI
D R HORTON INC
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-28
MGM
MGM RESORTS INTERNATIONAL
0.00%
Shares8.3K
Event2026-06-30
Filed2026-07-28
YUM
YUM BRANDS INC
-4.51%
Shares2.5K
Event2026-06-30
Filed2026-07-28
EFV
ISHARES TR
0.00%
Shares5.1K
Event2026-06-30
Filed2026-07-28
CHH
CHOICE HOTELS INTL INC
-5.03%
Shares3.5K
Event2026-06-30
Filed2026-07-28
WTRG
ESSENTIAL UTILS INC
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-28
EWW
ISHARES INC
-1.51%
Shares5.1K
Event2026-06-30
Filed2026-07-28
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-28
BHF
BRIGHTHOUSE FINL INC
0.00%
Shares6.0K
Event2026-06-30
Filed2026-07-28
RKT
ROCKET COS INC
0.00%
Shares23.8K
Event2026-06-30
Filed2026-07-28
PCG
PG&E CORP
-9.08%
Shares22.2K
Event2026-06-30
Filed2026-07-28
LHX
L3HARRIS TECHNOLOGIES INC
-1.15%
Shares1.3K
Event2026-06-30
Filed2026-07-28
ADP
AUTOMATIC DATA PROCESSING IN
9.61%
Shares1.7K
Event2026-06-30
Filed2026-07-28
NIE
VIRTUS EQUITY & CONV INCM FD
0.21%
Shares13.8K
Event2026-06-30
Filed2026-07-28
ARCH CAP GROUP LTD
ARCH CAP GROUP LTD
-2.93%
Shares3.8K
Event2026-06-30
Filed2026-07-28
BN
BROOKFIELD CORP
0.00%
Shares8.7K
Event2026-06-30
Filed2026-07-28
FTC
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-28
EWBC
EAST WEST BANCORP INC
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-28
REGN
REGENERON PHARMACEUTICALS
-4.87%
Shares586
Event2026-06-30
Filed2026-07-28
IWD
ISHARES TR
-22.44%
Shares1.5K
Event2026-06-30
Filed2026-07-28
MLPA
GLOBAL X FDS
0.01%
Shares6.8K
Event2026-06-30
Filed2026-07-28
IWO
ISHARES TR
0.00%
Shares911
Event2026-06-30
Filed2026-07-28
GPC
GENUINE PARTS CO
-10.65%
Shares3.0K
Event2026-06-30
Filed2026-07-28
FLUOR CORP
FLUOR CORP
New
Shares6.8K
Event2026-06-30
Filed2026-07-28
JEPI
J P MORGAN EXCHANGE TRADED F
-76.97%
Shares6.2K
Event2026-06-30
Filed2026-07-28
MGC
VANGUARD WORLD FD
-0.62%
Shares1.3K
Event2026-06-30
Filed2026-07-28
RVTY
REVVITY INC
-5.16%
Shares3.1K
Event2026-06-30
Filed2026-07-28
IJK
ISHARES TR
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-28
ADVANCED DRAIN SYS INC DEL
ADVANCED DRAIN SYS INC DEL
-12.52%
Shares2.2K
Event2026-06-30
Filed2026-07-28
PERSHING SQUARE USA LTD
PERSHING SQUARE USA LTD
New
Shares9.1K
Event2026-06-30
Filed2026-07-28
NVO
NOVO-NORDISK A S
-42.94%
Shares7.0K
Event2026-06-30
Filed2026-07-28
SOUTHERN CO
SOUTHERN CO
-2.93%
Shares3.5K
Event2026-06-30
Filed2026-07-28
OKE
ONEOK INC NEW
-0.54%
Shares3.9K
Event2026-06-30
Filed2026-07-28
SSO
PROSHARES TR
-4.02%
Shares4.9K
Event2026-06-30
Filed2026-07-28
BLK
BLACKROCK INC
0.00%
Shares344
Event2026-06-30
Filed2026-07-28
BORR
BORR DRILLING LTD
0.00%
Shares80.0K
Event2026-06-30
Filed2026-07-28
PCAR
PACCAR INC
18.45%
Shares2.7K
Event2026-06-30
Filed2026-07-28
SDY
SPDR SERIES TRUST
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-28
ITW
ILLINOIS TOOL WKS INC
15.32%
Shares1.2K
Event2026-06-30
Filed2026-07-28
FDL
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares6.5K
Event2026-06-30
Filed2026-07-28
COWZ
PACER FDS TR
0.00%
Shares5.1K
Event2026-06-30
Filed2026-07-28
VCLT
VANGUARD SCOTTSDALE FDS
-11.29%
Shares4.2K
Event2026-06-30
Filed2026-07-28
PDD
PDD HOLDINGS INC
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-28
SUSB
ISHARES TR
30.14%
Shares12.5K
Event2026-06-30
Filed2026-07-28
CII
BLACKROCK ENHANCED LARGE CAP
-0.67%
Shares11.9K
Event2026-06-30
Filed2026-07-28
ECL
ECOLAB INC
23.64%
Shares1.1K
Event2026-06-30
Filed2026-07-28
IGV
ISHARES TR
23.16%
Shares3.4K
Event2026-06-30
Filed2026-07-28
CSQ
CALAMOS STRATEGIC TOTAL RETU
0.00%
Shares14.8K
Event2026-06-30
Filed2026-07-28
ARCHROCK INC
ARCHROCK INC
-22.53%
Shares7.5K
Event2026-06-30
Filed2026-07-28
AAMI
ACADIAN ASSET MANAGEMENT INC
-23.49%
Shares4.2K
Event2026-06-30
Filed2026-07-28
NULG
NUSHARES ETF TR
New
Shares2.6K
Event2026-06-30
Filed2026-07-28
EFA
ISHARES TR
0.00%
Shares2.9K
Event2026-06-30
Filed2026-07-28
AZO
AUTOZONE INC
12.05%
Shares93
Event2026-06-30
Filed2026-07-28
SLB
SLB LIMITED
-61.32%
Shares6.4K
Event2026-06-30
Filed2026-07-28
SUSL
ISHARES TR
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-28
RMT
ROYCE MICRO-CAP TR INC
0.00%
Shares19.9K
Event2026-06-30
Filed2026-07-28
EES
WISDOMTREE TR
0.00%
Shares4.3K
Event2026-06-30
Filed2026-07-28
ASGI
ABRDN GLOBAL INFRA INCOME FU
-2.04%
Shares12.5K
Event2026-06-30
Filed2026-07-28
GSY
INVESCO ACTIVELY MANAGED EXC
-2.52%
Shares5.8K
Event2026-06-30
Filed2026-07-28
LPLA
LPL FINL HLDGS INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-28
MAT
MATTEL INC
0.00%
Shares20.8K
Event2026-06-30
Filed2026-07-28
ITA
ISHARES TR
-10.36%
Shares1.2K
Event2026-06-30
Filed2026-07-28
KBE
SPDR SERIES TRUST
-4.32%
Shares4.2K
Event2026-06-30
Filed2026-07-28
ESGE
ISHARES INC
17.14%
Shares5.2K
Event2026-06-30
Filed2026-07-28
LABCORP HOLDINGS INC
LABCORP HOLDINGS INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-28
IT
GARTNER INC
-1.37%
Shares2.2K
Event2026-06-30
Filed2026-07-28
IGF
ISHARES TR
-1.41%
Shares4.2K
Event2026-06-30
Filed2026-07-28
TEL
TE CONNECTIVITY PLC
-1.37%
Shares1.4K
Event2026-06-30
Filed2026-07-28
NUMG
NUSHARES ETF TR
New
Shares5.9K
Event2026-06-30
Filed2026-07-28
VRT
VERTIV HOLDINGS CO
0.00%
Shares820
Event2026-06-30
Filed2026-07-28
MORT
VANECK ETF TRUST
0.00%
Shares26.5K
Event2026-06-30
Filed2026-07-28
TMUS
T-MOBILE US INC
3.03%
Shares1.6K
Event2026-06-30
Filed2026-07-28
WBD
WARNER BROS DISCOVERY INC
-8.04%
Shares10.3K
Event2026-06-30
Filed2026-07-28
IWF
ISHARES TR
New
Shares2.2K
Event2026-06-30
Filed2026-07-28
VCSH
VANGUARD SCOTTSDALE FDS
-2.35%
Shares3.4K
Event2026-06-30
Filed2026-07-28
ESGU
ISHARES TR
-0.61%
Shares1.6K
Event2026-06-30
Filed2026-07-28
ALPS ETF TR
ALPS ETF TR
-1.88%
Shares5.1K
Event2026-06-30
Filed2026-07-28
WY
WEYERHAEUSER CO
-11.55%
Shares11.0K
Event2026-06-30
Filed2026-07-28
CHW
CALAMOS GBL DYN INCOME FUND
0.00%
Shares29.3K
Event2026-06-30
Filed2026-07-28
SWKS
SKYWORKS SOLUTIONS INC
-0.82%
Shares3.8K
Event2026-06-30
Filed2026-07-28
MBB
ISHARES TR
New
Shares2.8K
Event2026-06-30
Filed2026-07-28
APA CORPORATION
APA CORPORATION
-2.92%
Shares8.0K
Event2026-06-30
Filed2026-07-28
PRIMERICA INC
PRIMERICA INC
-5.20%
Shares912
Event2026-06-30
Filed2026-07-28
HYGV
FLEXSHARES TR
-5.74%
Shares6.4K
Event2026-06-30
Filed2026-07-28
JD
JD.COM INC
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-28
ILMN
ILLUMINA INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-28
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-16.10%
Shares2.1K
Event2026-06-30
Filed2026-07-28
AMERIPRISE FINL INC
AMERIPRISE FINL INC
-10.58%
Shares541
Event2026-06-30
Filed2026-07-28
DLN
WISDOMTREE TR
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-28
FTCS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-28
TIDAL TRUST III
TIDAL TRUST III
0.00%
Shares11.7K
Event2026-06-30
Filed2026-07-28
TGT
TARGET CORP
-23.63%
Shares1.9K
Event2026-06-30
Filed2026-07-28
IWP
ISHARES TR
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-28
RL
RALPH LAUREN CORP
0.00%
Shares606
Event2026-06-30
Filed2026-07-28
FI
FISERV INC
-4.00%
Shares4.9K
Event2026-06-30
Filed2026-07-28
DVY
ISHARES TR
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-28
PGF
INVESCO EXCHANGE TRADED FD T
-6.15%
Shares17.4K
Event2026-06-30
Filed2026-07-28
ITB
ISHARES TR
New
Shares2.3K
Event2026-06-30
Filed2026-07-28
GLBE
GLOBAL E ONLINE LTD
-5.10%
Shares6.8K
Event2026-06-30
Filed2026-07-28
AMT
AMERICAN TOWER CORP
-1.90%
Shares1.4K
Event2026-06-30
Filed2026-07-28
INTU
INTUIT
-28.10%
Shares906
Event2026-06-30
Filed2026-07-28
HDB
HDFC BANK LTD
0.00%
Shares9.1K
Event2026-06-30
Filed2026-07-28
XLP
SELECT SECTOR SPDR TR
5.81%
Shares2.8K
Event2026-06-30
Filed2026-07-28
ALV
AUTOLIV INC
-41.46%
Shares2.0K
Event2026-06-30
Filed2026-07-28
NULV
NUSHARES ETF TR
New
Shares4.7K
Event2026-06-30
Filed2026-07-28
DG
DOLLAR GEN CORP
-4.82%
Shares2.0K
Event2026-06-30
Filed2026-07-28
NJR
NEW JERSEY RES CORP
-21.69%
Shares4.2K
Event2026-06-30
Filed2026-07-28
UAL
UNITED AIRLS HLDGS INC
New
Shares1.7K
Event2026-06-30
Filed2026-07-28
HTD
HANCOCK JOHN TAX-ADVANTAGED
0.00%
Shares9.0K
Event2026-06-30
Filed2026-07-28
CVS
CVS HEALTH CORP
New
Shares2.2K
Event2026-06-30
Filed2026-07-28
SEIC
SEI INVTS CO
-18.96%
Shares2.6K
Event2026-06-30
Filed2026-07-28
KNG
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares4.5K
Event2026-06-30
Filed2026-07-28
CMG
CHIPOTLE MEXICAN GRILL INC
-1.12%
Shares6.6K
Event2026-06-30
Filed2026-07-28
NOVT
NOVANTA INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-28
EPD
ENTERPRISE PRODS PARTNERS L
0.66%
Shares6.1K
Event2026-06-30
Filed2026-07-28
USA
LIBERTY ALL STAR EQUITY FD
-56.92%
Shares38.4K
Event2026-06-30
Filed2026-07-28
MKS INC.
MKS INC.
New
Shares501
Event2026-06-30
Filed2026-07-28
DLTR
DOLLAR TREE INC
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-28
DB
DEUTSCHE BK AG
New
Shares6.5K
Event2026-06-30
Filed2026-07-28
DHS
WISDOMTREE TR
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-28
SYK
STRYKER CORPORATION
New
Shares695
Event2026-06-30
Filed2026-07-28
MGV
VANGUARD WORLD FD
New
Shares1.3K
Event2026-06-30
Filed2026-07-28
BSTZ
BLACKROCK SCIENCE & TECHNOLO
New
Shares7.3K
Event2026-06-30
Filed2026-07-28
CGNX
COGNEX CORP
New
Shares3.0K
Event2026-06-30
Filed2026-07-28
ROST
ROSS STORES INC
-0.49%
Shares1.0K
Event2026-06-30
Filed2026-07-28
IDEXX LABS INC
IDEXX LABS INC
-0.24%
Shares408
Event2026-06-30
Filed2026-07-28

Call Option Holdings
IWM Call
ISHARES TR
New
Shares400
Event2026-06-30
Filed2026-07-28
UBER Call
UBER TECHNOLOGIES INC
New
Shares100
Event2026-06-30
Filed2026-07-28

Put Option Holdings
IBIT Put
ISHARES BITCOIN TRUST ETF
New
Shares2.0K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC Put
META PLATFORMS INC
New
Shares100
Event2026-06-30
Filed2026-07-28
MSFT Put
MICROSOFT CORP
New
Shares100
Event2026-06-30
Filed2026-07-28
VGT Put
VANGUARD WORLD FD
New
Shares200
Event2026-06-30
Filed2026-07-28
Institute for Wealth Management, LLC. Institutional Holdings, Portfolio & P&L — TradeFomo