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The Analysis of Integrity Advisory Solutions, LLC's Holdings & P&L

Currently, Integrity Advisory Solutions, LLC holds 336 types of securities in its portfolio with a total value $971.7M. In the most recent quarter, they have increased their positions in DFAC (+292.3K shares, valued at $13.0M), DGCB (+168.8K shares, valued at $9.2M), DFGP (+136.4K shares, valued at $7.4M); decreased their positions in OEF (-4.9K shares, valued at $1.8M), QUAL (-4.8K shares, valued at $1.1M), IAGG (-17.0K shares, valued at $861.8K); initiated new positions in GOF (+252.4K shares, valued at $2.8M), PJUN (+39.8K shares, valued at $1.7M), BLCR (+25.7K shares, valued at $1.3M).

1M P&L

-12.6M-1.36%

3M P&L

+7.2M+0.79%

HY P&L

+20.1M+2.26%

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/A812.9M

89.8%

2Semiconductors16.2M

1.8%

3Software - Infrastructure7.6M

0.8%

Top Industries by Stock Count

1N/A198 stocks

66.4%

2Semiconductors6 stocks

2.0%

3Drug Manufacturers - General5 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.3M shares9.68%2026-06-302026-07-31

DGCB DIMENSIONAL ETF TRUST1.3M shares14.39%2026-06-302026-07-31

DFGP DIMENSIONAL ETF TRUST917.0K shares17.48%2026-06-302026-07-31

DFSV DIMENSIONAL ETF TRUST940.1K shares8.87%2026-06-302026-07-31

DUHP DIMENSIONAL ETF TRUST863.2K shares11.94%2026-06-302026-07-31

DFIC DIMENSIONAL ETF TRUST876.4K shares6.50%2026-06-302026-07-31

SPMD SPDR SERIES TRUST407.9K shares0.93%2026-06-302026-07-31

VCSH VANGUARD SCOTTSDALE FDS248.1K shares-0.36%2026-06-302026-07-31

Sponsored

CGGR CAPITAL GROUP GROWTH ETF372.0K shares6.43%2026-06-302026-07-31

DFSD DIMENSIONAL ETF TRUST352.6K shares14.95%2026-06-302026-07-31

SPDR SERIES TRUST SPDR SERIES TRUST183.1K shares28.55%2026-06-302026-07-31

QQQ INVESCO QQQ TR19.9K shares18.14%2026-06-302026-07-31

ISHARES TR ISHARES TR18.3K shares11.08%2026-06-302026-07-31

DFEM DIMENSIONAL ETF TRUST337.0K shares5.69%2026-06-302026-07-31

CGDV CAPITAL GROUP DIVIDEND VALUE269.8K shares4.25%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS178.5K shares-0.42%2026-06-302026-07-31

Sponsored

FYC FIRST TR EXCHANGE-TRADED ALP99.5K shares1.82%2026-06-302026-07-31

PFEB INNOVATOR ETFS TRUST282.0K shares16.03%2026-06-302026-07-31

DFGX DIMENSIONAL ETF TRUST222.4K shares18.08%2026-06-302026-07-31

DFCF DIMENSIONAL ETF TRUST278.1K shares18.87%2026-06-302026-07-31

BIV VANGUARD BD INDEX FDS145.0K shares0.67%2026-06-302026-07-31

DIHP DIMENSIONAL ETF TRUST313.5K shares8.38%2026-06-302026-07-31

DISV DIMENSIONAL ETF TRUST259.6K shares7.13%2026-06-302026-07-31

IUSB ISHARES TR193.5K shares35.18%2026-06-302026-07-31

Sponsored

SCHA SCHWAB STRATEGIC TR215.8K shares8.32%2026-06-302026-07-31

NVDA NVIDIA CORPORATION37.2K shares6.90%2026-06-302026-07-31

MSFT MICROSOFT CORP19.3K shares12.82%2026-06-302026-07-31

IVW ISHARES TR50.1K shares15.60%2026-06-302026-07-31

DYNF BLACKROCK ETF TRUST93.3K shares8.40%2026-06-302026-07-31

DEHP DIMENSIONAL ETF TRUST146.5K shares1.66%2026-06-302026-07-31

DFEV DIMENSIONAL ETF TRUST142.3K shares3.53%2026-06-302026-07-31

CGBL CAPITAL GROUP CORE BALANCED157.6K shares6.62%2026-06-302026-07-31

Sponsored

DFGR DIMENSIONAL ETF TRUST196.2K shares9.72%2026-06-302026-07-31

AAPL APPLE INC18.9K shares17.92%2026-06-302026-07-31

PG PROCTER & GAMBLE CO36.1K shares421.68%2026-06-302026-07-31

CGGO CAPITAL GROUP GBL GROWTH EQT123.0K shares7.59%2026-06-302026-07-31

ABBVIE INC ABBVIE INC19.9K shares814.97%2026-06-302026-07-31

IVE ISHARES TR20.4K shares7.46%2026-06-302026-07-31

EFG ISHARES TR36.1K shares52.45%2026-06-302026-07-31

EFV ISHARES TR56.9K shares-9.93%2026-06-302026-07-31

Sponsored

AMZN AMAZON COM INC17.2K shares28.00%2026-06-302026-07-31

GOVT ISHARES TR178.6K shares129.45%2026-06-302026-07-31

IYW ISHARES TR15.0K shares-1.89%2026-06-302026-07-31

EPS WISDOMTREE TR48.0K shares234.58%2026-06-302026-07-31

MBB ISHARES TR38.9K shares19.96%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC3.1K shares22.59%2026-06-302026-07-31

BALT INNOVATOR ETFS TRUST99.0K shares13.31%2026-06-302026-07-31

CGUS CAPITAL GROUP CORE EQUITY ET76.2K shares8.69%2026-06-302026-07-31

Sponsored

ISHARES TR ISHARES TR33.0K shares-7.33%2026-06-302026-07-31

APPLIED MATLS INC APPLIED MATLS INC4.5K shares1.41%2026-06-302026-07-31

ESGU ISHARES TR19.5K shares-0.29%2026-06-302026-07-31

VTV VANGUARD INDEX FDS14.6K shares3.58%2026-06-302026-07-31

IEMG ISHARES INC37.7K shares-11.65%2026-06-302026-07-31

QUAL ISHARES TR13.9K shares-25.78%2026-06-302026-07-31

GOF GUGGENHEIM STRATEGIC OPPORTU252.4K sharesnew addition2026-06-302026-07-31

VOO VANGUARD INDEX FDS3.8K shares73.12%2026-06-302026-07-31

Sponsored

BAI BLACKROCK ETF TRUST49.4K shares1.81%2026-06-302026-07-31

GOOGL ALPHABET INC7.3K shares23.32%2026-06-302026-07-31

IJR ISHARES TR16.6K shares25.56%2026-06-302026-07-31

VUG VANGUARD INDEX FDS28.2K shares588.13%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP17.5K shares86.52%2026-06-302026-07-31

MUB ISHARES TR21.9K shares42.22%2026-06-302026-07-31

SCUS SCHWAB STRATEGIC TR89.6K shares28.65%2026-06-302026-07-31

SHW SHERWIN WILLIAMS CO6.2K shares-1.04%2026-06-302026-07-31

Sponsored

GOOG ALPHABET INC5.8K shares50.23%2026-06-302026-07-31

PJAN INNOVATOR ETFS TRUST40.5K shares-1.98%2026-06-302026-07-31

ABT ABBOTT LABORATORIES22.0K shares914.82%2026-06-302026-07-31

SPEM SPDR INDEX SHS FDS37.5K shares-4.43%2026-06-302026-07-31

INTC INTEL CORP13.6K shares37.08%2026-06-302026-07-31

BROADCOM INC BROADCOM INC5.0K shares11.63%2026-06-302026-07-31

SCHZ SCHWAB STRATEGIC TR80.6K shares29.19%2026-06-302026-07-31

TSLA TESLA INC4.4K shares121.82%2026-06-302026-07-31

Sponsored

LLY ELI LILLY & CO1.5K shares5.59%2026-06-302026-07-31

ZFEB INNOVATOR ETFS TRUST67.5K shares3.59%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.3K shares118.55%2026-06-302026-07-31

SPIB SPDR SERIES TRUST51.6K shares11.38%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares42.83%2026-06-302026-07-31

PJUN INNOVATOR ETFS TRUST39.8K sharesnew addition2026-06-302026-07-31

VIGI VANGUARD WHITEHALL FDS18.3K shares14.54%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON6.7K shares16.77%2026-06-302026-07-31

Sponsored

TLH ISHARES TR16.8K shares-1.46%2026-06-302026-07-31

SCHG SCHWAB STRATEGIC TR46.4K shares13.93%2026-06-302026-07-31

WMT WALMART INC13.6K shares21.07%2026-06-302026-07-31

SPMO INVESCO EXCH TRADED FD TR II9.4K shares7.94%2026-06-302026-07-31

PJUL INNOVATOR ETFS TRUST30.5K shares-5.39%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC2.5K shares29.57%2026-06-302026-07-31

CVX CHEVRON CORPORATION8.8K shares69.38%2026-06-302026-07-31

UPS UNITED PARCEL SVCS INC13.5K shares2.53%2026-06-302026-07-31

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares28.13%2026-06-302026-07-31

EMXC ISHARES INC14.0K shares-1.42%2026-06-302026-07-31

PDEC INNOVATOR ETFS TRUST30.8K shares0.00%2026-06-302026-07-31

TLT ISHARES TR15.7K shares17.37%2026-06-302026-07-31

VISA INC VISA INC3.9K shares59.73%2026-06-302026-07-31

VCIT VANGUARD SCOTTSDALE FDS16.1K shares27.85%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.1K shares28.97%2026-06-302026-07-31

BLCR BLACKROCK ETF TRUST25.7K sharesnew addition2026-06-302026-07-31

Sponsored

VXUS VANGUARD STAR FDS15.0K sharesnew addition2026-06-302026-07-31

BPRE BLUEROCK PVT REAL ESTATE FD97.9K shares-4.04%2026-06-302026-07-31

SMLF ISHARES TR13.7K shares10.58%2026-06-302026-07-31

RKLB ROCKET LAB CORP11.9K shares3.32%2026-06-302026-07-31

BIL SPDR SERIES TRUST13.0K shares-0.11%2026-06-302026-07-31

PMAY INNOVATOR ETFS TRUST28.1K sharesnew addition2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC2.1K shares34.82%2026-06-302026-07-31

IWF ISHARES TR9.3K sharesnew addition2026-06-302026-07-31

Sponsored

SPSB SPDR SERIES TRUST38.3K shares29.94%2026-06-302026-07-31

THRO BLACKROCK ETF TRUST26.7K shares-7.85%2026-06-302026-07-31

BLACKROCK ETF TRUST BLACKROCK ETF TRUST40.0K sharesnew addition2026-06-302026-07-31

IXN ISHARES TR7.6K shares6.67%2026-06-302026-07-31

IDEF BLACKROCK ETF TRUST34.5K sharesnew addition2026-06-302026-07-31

ZMAR INNOVATOR ETFS TRUST37.9K shares34.87%2026-06-302026-07-31

SNDK SANDISK CORP455 shares7.31%2026-06-302026-07-31

BUFR FIRST TR EXCHNG TRADED FD VI28.0K sharesnew addition2026-06-302026-07-31

Sponsored

UNP UNION PAC CORP3.6K shares4.39%2026-06-302026-07-31

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II19.6K sharesnew addition2026-06-302026-07-31

HOOD ROBINHOOD MKTS INC9.6K shares19.06%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.0K shares60.00%2026-06-302026-07-31

DIA STATE STR SPDR DOW JONES IND1.8K shares25.76%2026-06-302026-07-31

IXUS ISHARES TR10.0K shares-6.82%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS18.7K shares11.62%2026-06-302026-07-31

DE DEERE & CO1.5K shares4.22%2026-06-302026-07-31

Sponsored

NBIS NEBIUS GROUP N.V.3.4K shares6.21%2026-06-302026-07-31

CORO BLACKROCK ETF TRUST25.5K sharesnew addition2026-06-302026-07-31

MS MORGAN STANLEY4.4K shares19.66%2026-06-302026-07-31

DVYE ISHARES INC28.7K shares-0.51%2026-06-302026-07-31

ZSEP INNOVATOR ETFS TRUST33.5K shares-8.23%2026-06-302026-07-31

UFEB INNOVATOR ETFS TRUST23.4K shares-7.81%2026-06-302026-07-31

MTUM ISHARES TR2.5K shares32.72%2026-06-302026-07-31

ETN EATON CORP PLC2.0K shares11.36%2026-06-302026-07-31

Sponsored

HD HOME DEPOT INC2.4K shares37.75%2026-06-302026-07-31

FTSM FIRST TR EXCHANGE-TRADED FD14.4K sharesnew addition2026-06-302026-07-31

BFEB INNOVATOR ETFS TRUST16.1K shares-1.23%2026-06-302026-07-31

IWD ISHARES TR3.5K shares35.11%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC7.2K shares8.49%2026-06-302026-07-31

POCT INNOVATOR ETFS TRUST18.1K shares0.17%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP1.6K shares12.29%2026-06-302026-07-31

SPYG SPDR SERIES TRUST7.0K shares-22.93%2026-06-302026-07-31

Sponsored

DIVB ISHARES TR13.4K shares13.57%2026-06-302026-07-31

VTES VANGUARD WELLINGTON FD7.9K shares0.00%2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD T3.8K sharesnew addition2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS2.8K shares18.07%2026-06-302026-07-31

CTAS CINTAS CORP4.7K sharesnew addition2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC9.0K shares14.64%2026-06-302026-07-31

MRK MERCK & CO INC6.1K shares212.33%2026-06-302026-07-31

IJH ISHARES TR10.0K shares20.83%2026-06-302026-07-31

Sponsored

EFA ISHARES TR7.4K shares12.40%2026-06-302026-07-31

DEM WISDOMTREE TR13.9K shares11.66%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares67.17%2026-06-302026-07-31

VBR VANGUARD INDEX FDS3.1K shares11.46%2026-06-302026-07-31

VLUE ISHARES TR3.7K shares1.87%2026-06-302026-07-31

CGMS CAPITAL GRP FIXED INCM ETF T26.6K shares2.28%2026-06-302026-07-31

EMB ISHARES TR7.5K shares23.83%2026-06-302026-07-31

LGLV SPDR SERIES TRUST4.0K shares10.98%2026-06-302026-07-31

Sponsored

ASTS AST SPACEMOBILE INC8.1K shares10.41%2026-06-302026-07-31

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC6.1K shares4.48%2026-06-302026-07-31

ITOT ISHARES TR4.3K shares28.71%2026-06-302026-07-31

PSEP INNOVATOR ETFS TRUST15.4K shares0.00%2026-06-302026-07-31

BINC BLACKROCK ETF TRUST II13.4K shares-43.85%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS2.8K shares17.88%2026-06-302026-07-31

COM DIREXION SHARES ETF TRUST20.5K shares19.07%2026-06-302026-07-31

KO COCA COLA CO8.2K shares28.52%2026-06-302026-07-31

Sponsored

SCHF SCHWAB STRATEGIC TR23.4K shares17.66%2026-06-302026-07-31

MCD MCDONALDS CORP2.4K shares96.78%2026-06-302026-07-31

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.8K sharesnew addition2026-06-302026-07-31

NMAY INNOVATOR ETFS TRUST21.5K sharesnew addition2026-06-302026-07-31

OEF ISHARES TR1.7K shares-74.01%2026-06-302026-07-31

ORACLE CORP ORACLE CORP4.3K shares26.19%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.2K shares75.51%2026-06-302026-07-31

CAT CATERPILLAR INC580 shares39.42%2026-06-302026-07-31

Sponsored

SCHP SCHWAB STRATEGIC TR23.1K shares18.64%2026-06-302026-07-31

SGOV ISHARES TR6.1K shares105.76%2026-06-302026-07-31

VB VANGUARD INDEX FDS2.0K shares39.14%2026-06-302026-07-31

T AT&T INC29.3K shares38.21%2026-06-302026-07-31

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC792 shares1.28%2026-06-302026-07-31

WASTE MGMT INC DEL WASTE MGMT INC DEL2.6K shares132.56%2026-06-302026-07-31

SCHD SCHWAB STRATEGIC TR18.1K shares15.70%2026-06-302026-07-31

LRCX LAM RESEARCH CORP1.3K shares11.28%2026-06-302026-07-31

Sponsored

NFEB INNOVATOR ETFS TRUST18.2K sharesnew addition2026-06-302026-07-31

BAC BANK OF AMER CORP9.7K shares48.01%2026-06-302026-07-31

MO ALTRIA GROUP INC7.6K sharesnew addition2026-06-302026-07-31

NJUN INNOVATOR ETFS TRUST16.6K sharesnew addition2026-06-302026-07-31

ISHARES TR ISHARES TR5.6K shares57.85%2026-06-302026-07-31

PAVE GLOBAL X FDS9.2K shares8.40%2026-06-302026-07-31

ZJUN INNOVATOR ETFS TRUST19.7K sharesnew addition2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION2.8K shares36.11%2026-06-302026-07-31

Sponsored

PM PHILIP MORRIS INTL INC2.9K shares21.69%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC12.1K shares171.22%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.7.1K shares100.20%2026-06-302026-07-31

VCLT VANGUARD SCOTTSDALE FDS6.7K shares-0.58%2026-06-302026-07-31

SECT NORTHERN LTS FD TR IV6.9K shares30.19%2026-06-302026-07-31

QQQE DIREXION SHARES ETF TRUST4.0K shares10.47%2026-06-302026-07-31

IWB ISHARES TR1.2K sharesnew addition2026-06-302026-07-31

LDEM ISHARES TR8.0K shares5.86%2026-06-302026-07-31

Sponsored

PAUG INNOVATOR ETFS TRUST10.6K shares-19.38%2026-06-302026-07-31

NEAR ISHARES U S ETF TR9.5K shares15.12%2026-06-302026-07-31

ADOBE INC ADOBE INC2.3K shares0.00%2026-06-302026-07-31

PMAR INNOVATOR ETFS TRUST10.1K sharesnew addition2026-06-302026-07-31

GEV GE VERNOVA INC409 shares11.14%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.1K sharesnew addition2026-06-302026-07-31

VO VANGUARD INDEX FDS5.9K shares587.56%2026-06-302026-07-31

VBK VANGUARD INDEX FDS1.3K shares38.75%2026-06-302026-07-31

Sponsored

WORLD GOLD TR WORLD GOLD TR5.9K shares-26.96%2026-06-302026-07-31

AMGN AMGEN INC1.3K shares27.53%2026-06-302026-07-31

GE GE AEROSPACE1.2K shares12.03%2026-06-302026-07-31

STIP ISHARES TR4.5K sharesnew addition2026-06-302026-07-31

SHYG ISHARES TR10.8K shares7.53%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F7.7K shares21.33%2026-06-302026-07-31

AOA ISHARES TR4.6K sharesnew addition2026-06-302026-07-31

CGXU CAPITAL GROUP INTL FOCUS EQT13.0K shares8.49%2026-06-302026-07-31

Sponsored

O REALTY INCOME CORP7.3K shares85.40%2026-06-302026-07-31

TT TRANE TECHNOLOGIES PLC914 shares8.94%2026-06-302026-07-31

ZAUG INNOVATOR ETFS TRUST16.2K shares-17.13%2026-06-302026-07-31

ISRG INTUITIVE SURGICAL INC1.1K shares13.10%2026-06-302026-07-31

BUD ANHEUSER BUSCH INBEV SA NV5.3K shares9.66%2026-06-302026-07-31

HDV ISHARES TR15.7K shares453.82%2026-06-302026-07-31

AVUV AMERICAN CENTY ETF TR3.4K sharesnew addition2026-06-302026-07-31

QQQM INVESCO EXCH TRADED FD TR II1.4K sharesnew addition2026-06-302026-07-31

Sponsored

FMB FIRST TR EXCH TRADED FD III8.2K shares0.00%2026-06-302026-07-31

UAUG INNOVATOR ETFS TRUST9.9K shares28.80%2026-06-302026-07-31

LOW LOWES COS INC1.9K shares58.56%2026-06-302026-07-31

JEPI J P MORGAN EXCHANGE TRADED F7.4K shares0.38%2026-06-302026-07-31

MGK VANGUARD WORLD FD4.6K shares547.98%2026-06-302026-07-31

F FORD MTR CO28.4K sharesnew addition2026-06-302026-07-31

HYMB SPDR SERIES TRUST15.1K shares0.00%2026-06-302026-07-31

HEFA ISHARES TR8.2K shares-4.03%2026-06-302026-07-31

Sponsored

PANW PALO ALTO NETWORKS INC1.1K sharesnew addition2026-06-302026-07-31

CHUBB LIMITED CHUBB LIMITED1.1K shares32.94%2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW3.0K sharesnew addition2026-06-302026-07-31

IREN IREN LIMITED8.3K shares9.49%2026-06-302026-07-31

QTUM ETF SER SOLUTIONS2.3K sharesnew addition2026-06-302026-07-31

IFEB INNOVATOR ETFS TRUST11.9K shares22.31%2026-06-302026-07-31

SMH VANECK ETF TRUST564 sharesnew addition2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC361 shares49.79%2026-06-302026-07-31

Sponsored

XT ISHARES TR4.4K shares0.00%2026-06-302026-07-31

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II15.4K shares0.04%2026-06-302026-07-31

NKE NIKE INC8.8K shares5.92%2026-06-302026-07-31

ALPS ETF TR ALPS ETF TR6.9K shares0.00%2026-06-302026-07-31

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.1K sharesnew addition2026-06-302026-07-31

ZDEK INNOVATOR ETFS TRUST13.5K shares0.00%2026-06-302026-07-31

BUYW NORTHERN LTS FD TR IV24.6K shares37.02%2026-06-302026-07-31

DG DOLLAR GEN CORP3.1K shares8.86%2026-06-302026-07-31

Sponsored

AJAN INNOVATOR ETFS TRUST12.4K sharesnew addition2026-06-302026-07-31

DBMF LITMAN GREGORY FDS TR11.5K sharesnew addition2026-06-302026-07-31

WCC WESCO INTL INC995 shares-0.50%2026-06-302026-07-31

FLEX FLEX LTD2.1K sharesnew addition2026-06-302026-07-31

BSV VANGUARD BD INDEX FDS4.4K shares-11.12%2026-06-302026-07-31

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD3.5K shares6.61%2026-06-302026-07-31

SPHQ INVESCO EXCHANGE TRADED FD T3.7K sharesnew addition2026-06-302026-07-31

SYSB ISHARES TR3.8K shares-0.45%2026-06-302026-07-31

Sponsored

ZJAN INNOVATOR ETFS TRUST11.9K shares-16.50%2026-06-302026-07-31

IMAY INNOVATOR ETFS TRUST10.5K sharesnew addition2026-06-302026-07-31

IAU ISHARES GOLD TR4.4K shares38.41%2026-06-302026-07-31

OXY OCCIDENTAL PETE CORP6.7K shares9.53%2026-06-302026-07-31

DFIP DIMENSIONAL ETF TRUST7.9K shares0.51%2026-06-302026-07-31

UMAR INNOVATOR ETFS TRUST7.7K shares0.00%2026-06-302026-07-31

SYK STRYKER CORPORATION1.0K shares3.71%2026-06-302026-07-31

GIS GENERAL MILLS INC9.3K sharesnew addition2026-06-302026-07-31

Sponsored

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-06-302026-07-31

ASML ASML HLDG NV160 sharesnew addition2026-06-302026-07-31

PEP PEPSICO INC2.3K shares53.32%2026-06-302026-07-31

REGL PROSHARES TR3.4K shares17.93%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO929 shares11.39%2026-06-302026-07-31

ITW ILLINOIS TOOL WKS INC1.2K shares3.94%2026-06-302026-07-31

PNC PNC FINL SVCS GROUP INC1.3K sharesnew addition2026-06-302026-07-31

EMR EMERSON ELEC CO2.2K shares-4.03%2026-06-302026-07-31

Sponsored

HCI HCI GROUP INC1.8K sharesnew addition2026-06-302026-07-31

KBWB INVESCO EXCH TRADED FD TR II3.3K shares0.03%2026-06-302026-07-31

EXG EATON VANCE TAX-MANAGED GLOB31.2K sharesnew addition2026-06-302026-07-31

SHV ISHARES TR2.8K shares44.67%2026-06-302026-07-31

BA BOEING CO1.4K sharesnew addition2026-06-302026-07-31

SCHV SCHWAB STRATEGIC TR8.6K sharesnew addition2026-06-302026-07-31

ENB ENBRIDGE INC5.5K sharesnew addition2026-06-302026-07-31

NMAX NEWSMAX INC35.9K sharesnew addition2026-06-302026-07-31

Sponsored

IEF ISHARES TR3.1K sharesnew addition2026-06-302026-07-31

XMHQ INVESCO EXCHANGE TRADED FD T2.6K sharesnew addition2026-06-302026-07-31

ZOCT INNOVATOR ETFS TRUST10.5K shares-3.10%2026-06-302026-07-31

GLD SPDR GOLD TR784 shares50.77%2026-06-302026-07-31

IBKR INTERACTIVE BROKERS GROUP IN3.3K shares-5.63%2026-06-302026-07-31

PFE PFIZER INC11.8K shares-2.19%2026-06-302026-07-31

PDO PIMCO DYNAMIC INCOME OPRNTS21.4K sharesnew addition2026-06-302026-07-31

ETY EATON VANCE TAX-MANAGED DIVE19.4K sharesnew addition2026-06-302026-07-31

Sponsored

LIN LINDE PLC544 sharesnew addition2026-06-302026-07-31

VYMI VANGUARD WHITEHALL FDS2.9K shares0.00%2026-06-302026-07-31

CMCSA COMCAST CORP NEW11.4K shares15.23%2026-06-302026-07-31

JAJL INNOVATOR ETFS TRUST9.3K shares12.44%2026-06-302026-07-31

GABELLI EQUITY TR INC GABELLI EQUITY TR INC48.9K shares257.91%2026-06-302026-07-31

PDI PIMCO DYNAMIC INCOME FD16.5K sharesnew addition2026-06-302026-07-31

C CITIGROUP INC2.0K sharesnew addition2026-06-302026-07-31

VV VANGUARD INDEX FDS783 shares8.45%2026-06-302026-07-31

Sponsored

ZMAY INNOVATOR ETFS TRUST10.2K sharesnew addition2026-06-302026-07-31

IONQ INC IONQ INC4.9K sharesnew addition2026-06-302026-07-31

WFC WELLS FARGO & CO3.1K sharesnew addition2026-06-302026-07-31

IAGG ISHARES TR5.1K shares-76.97%2026-06-302026-07-31

VNQ VANGUARD INDEX FDS2.7K sharesnew addition2026-06-302026-07-31

CGCP CAPITAL GRP FIXED INCM ETF T11.3K shares0.42%2026-06-302026-07-31

DKNG DRAFTKINGS INC NEW9.8K sharesnew addition2026-06-302026-07-31

BLK BLACKROCK INC255 sharesnew addition2026-06-302026-07-31

Sponsored

GLW CORNING INC956 sharesnew addition2026-06-302026-07-31

COHR COHERENT CORP619 sharesnew addition2026-06-302026-07-31

VOE VANGUARD INDEX FDS1.2K sharesnew addition2026-06-302026-07-31

USMV ISHARES TR2.5K shares2.55%2026-06-302026-07-31

AFL AFLAC INC2.0K shares6.58%2026-06-302026-07-31

SHYD VANECK ETF TRUST10.3K shares0.00%2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING IN1.0K sharesnew addition2026-06-302026-07-31

CEG CONSTELLATION ENERGY CORP928 sharesnew addition2026-06-302026-07-31

Sponsored

DBEF DBX ETF TR4.2K sharesnew addition2026-06-302026-07-31

AVDV AMERICAN CENTY ETF TR2.2K shares2.31%2026-06-302026-07-31

JULJ INNOVATOR ETFS TRUST9.2K shares0.00%2026-06-302026-07-31

ESGE ISHARES INC4.1K sharesnew addition2026-06-302026-07-31

SUB ISHARES TR2.1K shares-0.94%2026-06-302026-07-31

VTIP VANGUARD MALVERN FDS4.4K shares7.93%2026-06-302026-07-31

MEDTRONIC PLC MEDTRONIC PLC2.8K sharesnew addition2026-06-302026-07-31

SCHR SCHWAB STRATEGIC TR8.7K shares4.90%2026-06-302026-07-31

Sponsored

ALL ALLSTATE CORP906 sharesnew addition2026-06-302026-07-31

SCHB SCHWAB STRATEGIC TR7.4K sharesnew addition2026-06-302026-07-31

CGCB CAPITAL GRP FIXED INCM ETF T8.1K shares3.88%2026-06-302026-07-31

SBUX STARBUCKS CORP2.1K sharesnew addition2026-06-302026-07-31

XLC SELECT SECTOR SPDR TR1.9K shares1.47%2026-06-302026-07-31

GLTR ABRDN PRECIOUS METALS BASKET1.1K shares-4.99%2026-06-302026-07-31

DGX QUEST DIAGNOSTICS INC976 sharesnew addition2026-06-302026-07-31

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST8.3K sharesnew addition2026-06-302026-07-31

Sponsored

ARLP ALLIANCE RESOURCE PARTNERS L8.5K sharesnew addition2026-06-302026-07-31

MCK MCKESSON CORP270 sharesnew addition2026-06-302026-07-31

ACV VIRTUS DIVERSIFIED INCM & CO7.1K sharesnew addition2026-06-302026-07-31

TGT TARGET CORP1.5K sharesnew addition2026-06-302026-07-31

MGV VANGUARD WORLD FD1.2K sharesnew addition2026-06-302026-07-31

SCHH SCHWAB STRATEGIC TR8.5K sharesnew addition2026-06-302026-07-31

USA LIBERTY ALL STAR EQUITY FD33.2K shares210.80%2026-06-302026-07-31

PNNT PENNANTPARK INVT CORP53.6K sharesnew addition2026-06-302026-07-31

Sponsored

DLY DOUBLELINE YIELD OPPORTUNITI13.0K sharesnew addition2026-06-302026-07-31

ARDC ARES DYNAMIC CR ALLOCATION F14.2K sharesnew addition2026-06-302026-07-31

FSK FS KKR CAP CORP12.8K sharesnew addition2026-06-302026-07-31

ONDS ONDAS INC10.7K sharesnew addition2026-06-302026-07-31

EOSE EOS ENERGY ENTERPRISES INC14.4K shares6.47%2026-06-302026-07-31

ARQ ARQ INC21.7K sharesnew addition2026-06-302026-07-31

CNVS CINEVERSE CORP11.1K sharesnew addition2026-06-302026-07-31

BZFD BUZZFEED INC14.2K sharesnew addition2026-06-302026-07-31

Sponsored

DFAC

DIMENSIONAL ETF TRUST

9.68%

Shares3.3M

Event2026-06-30

Filed2026-07-31

DGCB

DIMENSIONAL ETF TRUST

14.39%

Shares1.3M

Event2026-06-30

Filed2026-07-31

DFGP

DIMENSIONAL ETF TRUST

17.48%

Shares917.0K

Event2026-06-30

Filed2026-07-31

DFSV

DIMENSIONAL ETF TRUST

8.87%

Shares940.1K

Event2026-06-30

Filed2026-07-31

DUHP

DIMENSIONAL ETF TRUST

11.94%

Shares863.2K

Event2026-06-30

Filed2026-07-31

DFIC

DIMENSIONAL ETF TRUST

6.50%

Shares876.4K

Event2026-06-30

Filed2026-07-31

SPMD

SPDR SERIES TRUST

0.93%

Shares407.9K

Event2026-06-30

Filed2026-07-31

VCSH

VANGUARD SCOTTSDALE FDS

-0.36%

Shares248.1K

Event2026-06-30

Filed2026-07-31

CGGR

CAPITAL GROUP GROWTH ETF

6.43%

Shares372.0K

Event2026-06-30

Filed2026-07-31

DFSD

DIMENSIONAL ETF TRUST

14.95%

Shares352.6K

Event2026-06-30

Filed2026-07-31

SPDR SERIES TRUST

28.55%

Shares183.1K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

18.14%

Shares19.9K

Event2026-06-30

Filed2026-07-31

ISHARES TR

11.08%

Shares18.3K

Event2026-06-30

Filed2026-07-31

DFEM

DIMENSIONAL ETF TRUST

5.69%

Shares337.0K

Event2026-06-30

Filed2026-07-31

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.25%

Shares269.8K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

-0.42%

Shares178.5K

Event2026-06-30

Filed2026-07-31

FYC

FIRST TR EXCHANGE-TRADED ALP

1.82%

Shares99.5K

Event2026-06-30

Filed2026-07-31

PFEB

INNOVATOR ETFS TRUST

16.03%

Shares282.0K

Event2026-06-30

Filed2026-07-31

DFGX

DIMENSIONAL ETF TRUST

18.08%

Shares222.4K

Event2026-06-30

Filed2026-07-31

DFCF

DIMENSIONAL ETF TRUST

18.87%

Shares278.1K

Event2026-06-30

Filed2026-07-31

BIV

VANGUARD BD INDEX FDS

0.67%

Shares145.0K

Event2026-06-30

Filed2026-07-31

DIHP

DIMENSIONAL ETF TRUST

8.38%

Shares313.5K

Event2026-06-30

Filed2026-07-31

DISV

DIMENSIONAL ETF TRUST

7.13%

Shares259.6K

Event2026-06-30

Filed2026-07-31

IUSB

ISHARES TR

35.18%

Shares193.5K

Event2026-06-30

Filed2026-07-31

SCHA

SCHWAB STRATEGIC TR

8.32%

Shares215.8K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

6.90%

Shares37.2K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

12.82%

Shares19.3K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

15.60%

Shares50.1K

Event2026-06-30

Filed2026-07-31

DYNF

BLACKROCK ETF TRUST

8.40%

Shares93.3K

Event2026-06-30

Filed2026-07-31

DEHP

DIMENSIONAL ETF TRUST

1.66%

Shares146.5K

Event2026-06-30

Filed2026-07-31

DFEV

DIMENSIONAL ETF TRUST

3.53%

Shares142.3K

Event2026-06-30

Filed2026-07-31

CGBL

CAPITAL GROUP CORE BALANCED

6.62%

Shares157.6K

Event2026-06-30

Filed2026-07-31

DFGR

DIMENSIONAL ETF TRUST

9.72%

Shares196.2K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

17.92%

Shares18.9K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

421.68%

Shares36.1K

Event2026-06-30

Filed2026-07-31

CGGO

CAPITAL GROUP GBL GROWTH EQT

7.59%

Shares123.0K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

814.97%

Shares19.9K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

7.46%

Shares20.4K

Event2026-06-30

Filed2026-07-31

EFG

ISHARES TR

52.45%

Shares36.1K

Event2026-06-30

Filed2026-07-31

EFV

ISHARES TR

-9.93%

Shares56.9K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

28.00%

Shares17.2K

Event2026-06-30

Filed2026-07-31

GOVT

ISHARES TR

129.45%

Shares178.6K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES TR

-1.89%

Shares15.0K

Event2026-06-30

Filed2026-07-31

EPS

WISDOMTREE TR

234.58%

Shares48.0K

Event2026-06-30

Filed2026-07-31

MBB

ISHARES TR

19.96%

Shares38.9K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

22.59%

Shares3.1K

Event2026-06-30

Filed2026-07-31

BALT

INNOVATOR ETFS TRUST

13.31%

Shares99.0K

Event2026-06-30

Filed2026-07-31

CGUS

CAPITAL GROUP CORE EQUITY ET

8.69%

Shares76.2K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-7.33%

Shares33.0K

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

1.41%

Shares4.5K

Event2026-06-30

Filed2026-07-31

ESGU

ISHARES TR

-0.29%

Shares19.5K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

3.58%

Shares14.6K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

-11.65%

Shares37.7K

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES TR

-25.78%

Shares13.9K

Event2026-06-30

Filed2026-07-31

GOF

GUGGENHEIM STRATEGIC OPPORTU

New

Shares252.4K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

73.12%

Shares3.8K

Event2026-06-30

Filed2026-07-31

BAI

BLACKROCK ETF TRUST

1.81%

Shares49.4K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

23.32%

Shares7.3K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

25.56%

Shares16.6K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

588.13%

Shares28.2K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

86.52%

Shares17.5K

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

42.22%

Shares21.9K

Event2026-06-30

Filed2026-07-31

SCUS

SCHWAB STRATEGIC TR

28.65%

Shares89.6K

Event2026-06-30

Filed2026-07-31

SHW

SHERWIN WILLIAMS CO

-1.04%

Shares6.2K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

50.23%

Shares5.8K

Event2026-06-30

Filed2026-07-31

PJAN

INNOVATOR ETFS TRUST

-1.98%

Shares40.5K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

914.82%

Shares22.0K

Event2026-06-30

Filed2026-07-31

SPEM

SPDR INDEX SHS FDS

-4.43%

Shares37.5K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

37.08%

Shares13.6K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

11.63%

Shares5.0K

Event2026-06-30

Filed2026-07-31

SCHZ

SCHWAB STRATEGIC TR

29.19%

Shares80.6K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

121.82%

Shares4.4K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

5.59%

Shares1.5K

Event2026-06-30

Filed2026-07-31

ZFEB

INNOVATOR ETFS TRUST

3.59%

Shares67.5K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

118.55%

Shares2.3K

Event2026-06-30

Filed2026-07-31

SPIB

SPDR SERIES TRUST

11.38%

Shares51.6K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

42.83%

Shares3.4K

Event2026-06-30

Filed2026-07-31

PJUN

INNOVATOR ETFS TRUST

New

Shares39.8K

Event2026-06-30

Filed2026-07-31

VIGI

VANGUARD WHITEHALL FDS

14.54%

Shares18.3K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

16.77%

Shares6.7K

Event2026-06-30

Filed2026-07-31

TLH

ISHARES TR

-1.46%

Shares16.8K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB STRATEGIC TR

13.93%

Shares46.4K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

21.07%

Shares13.6K

Event2026-06-30

Filed2026-07-31

SPMO

INVESCO EXCH TRADED FD TR II

7.94%

Shares9.4K

Event2026-06-30

Filed2026-07-31

PJUL

INNOVATOR ETFS TRUST

-5.39%

Shares30.5K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

29.57%

Shares2.5K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

69.38%

Shares8.8K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SVCS INC

2.53%

Shares13.5K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

28.13%

Shares3.0K

Event2026-06-30

Filed2026-07-31

EMXC

ISHARES INC

-1.42%

Shares14.0K

Event2026-06-30

Filed2026-07-31

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares30.8K

Event2026-06-30

Filed2026-07-31

TLT

ISHARES TR

17.37%

Shares15.7K

Event2026-06-30

Filed2026-07-31

VISA INC

59.73%

Shares3.9K

Event2026-06-30

Filed2026-07-31

VCIT

VANGUARD SCOTTSDALE FDS

27.85%

Shares16.1K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

28.97%

Shares4.1K

Event2026-06-30

Filed2026-07-31

BLCR

BLACKROCK ETF TRUST

New

Shares25.7K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

New

Shares15.0K

Event2026-06-30

Filed2026-07-31

BPRE

BLUEROCK PVT REAL ESTATE FD

-4.04%

Shares97.9K

Event2026-06-30

Filed2026-07-31

SMLF

ISHARES TR

10.58%

Shares13.7K

Event2026-06-30

Filed2026-07-31

RKLB

ROCKET LAB CORP

3.32%

Shares11.9K

Event2026-06-30

Filed2026-07-31

BIL

SPDR SERIES TRUST

-0.11%

Shares13.0K

Event2026-06-30

Filed2026-07-31

PMAY

INNOVATOR ETFS TRUST

New

Shares28.1K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

34.82%

Shares2.1K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

New

Shares9.3K

Event2026-06-30

Filed2026-07-31

SPSB

SPDR SERIES TRUST

29.94%

Shares38.3K

Event2026-06-30

Filed2026-07-31

THRO

BLACKROCK ETF TRUST

-7.85%

Shares26.7K

Event2026-06-30

Filed2026-07-31

BLACKROCK ETF TRUST

New

Shares40.0K

Event2026-06-30

Filed2026-07-31

IXN

ISHARES TR

6.67%

Shares7.6K

Event2026-06-30

Filed2026-07-31

IDEF

BLACKROCK ETF TRUST

New

Shares34.5K

Event2026-06-30

Filed2026-07-31

ZMAR

INNOVATOR ETFS TRUST

34.87%

Shares37.9K

Event2026-06-30

Filed2026-07-31

SNDK

SANDISK CORP

7.31%

Shares455

Event2026-06-30

Filed2026-07-31

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares28.0K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

4.39%

Shares3.6K

Event2026-06-30

Filed2026-07-31

BLACKROCK ETF TRUST II

New

Shares19.6K

Event2026-06-30

Filed2026-07-31

HOOD

ROBINHOOD MKTS INC

19.06%

Shares9.6K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

60.00%

Shares1.0K

Event2026-06-30

Filed2026-07-31

DIA

STATE STR SPDR DOW JONES IND

25.76%

Shares1.8K

Event2026-06-30

Filed2026-07-31

IXUS

ISHARES TR

-6.82%

Shares10.0K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

11.62%

Shares18.7K

Event2026-06-30

Filed2026-07-31

DEERE & CO

4.22%

Shares1.5K

Event2026-06-30

Filed2026-07-31

NBIS

NEBIUS GROUP N.V.

6.21%

Shares3.4K

Event2026-06-30

Filed2026-07-31

CORO

BLACKROCK ETF TRUST

New

Shares25.5K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

19.66%

Shares4.4K

Event2026-06-30

Filed2026-07-31

DVYE

ISHARES INC

-0.51%

Shares28.7K

Event2026-06-30

Filed2026-07-31

ZSEP

INNOVATOR ETFS TRUST

-8.23%

Shares33.5K

Event2026-06-30

Filed2026-07-31

UFEB

INNOVATOR ETFS TRUST

-7.81%

Shares23.4K

Event2026-06-30

Filed2026-07-31

MTUM

ISHARES TR

32.72%

Shares2.5K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

11.36%

Shares2.0K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

37.75%

Shares2.4K

Event2026-06-30

Filed2026-07-31

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares14.4K

Event2026-06-30

Filed2026-07-31

BFEB

INNOVATOR ETFS TRUST

-1.23%

Shares16.1K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

35.11%

Shares3.5K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

8.49%

Shares7.2K

Event2026-06-30

Filed2026-07-31

POCT

INNOVATOR ETFS TRUST

0.17%

Shares18.1K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

12.29%

Shares1.6K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

-22.93%

Shares7.0K

Event2026-06-30

Filed2026-07-31

DIVB

ISHARES TR

13.57%

Shares13.4K

Event2026-06-30

Filed2026-07-31

VTES

VANGUARD WELLINGTON FD

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares3.8K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

18.07%

Shares2.8K

Event2026-06-30

Filed2026-07-31

CTAS

CINTAS CORP

New

Shares4.7K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

14.64%

Shares9.0K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

212.33%

Shares6.1K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

20.83%

Shares10.0K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

12.40%

Shares7.4K

Event2026-06-30

Filed2026-07-31

DEM

WISDOMTREE TR

11.66%

Shares13.9K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

67.17%

Shares2.0K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

11.46%

Shares3.1K

Event2026-06-30

Filed2026-07-31

VLUE

ISHARES TR

1.87%

Shares3.7K

Event2026-06-30

Filed2026-07-31

CGMS

CAPITAL GRP FIXED INCM ETF T

2.28%

Shares26.6K

Event2026-06-30

Filed2026-07-31

EMB

ISHARES TR

23.83%

Shares7.5K

Event2026-06-30

Filed2026-07-31

LGLV

SPDR SERIES TRUST

10.98%

Shares4.0K

Event2026-06-30

Filed2026-07-31

ASTS

AST SPACEMOBILE INC

10.41%

Shares8.1K

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES INC

4.48%

Shares6.1K

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

28.71%

Shares4.3K

Event2026-06-30

Filed2026-07-31

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-31

BINC

BLACKROCK ETF TRUST II

-43.85%

Shares13.4K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

17.88%

Shares2.8K

Event2026-06-30

Filed2026-07-31

COM

DIREXION SHARES ETF TRUST

19.07%

Shares20.5K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

28.52%

Shares8.2K

Event2026-06-30

Filed2026-07-31

SCHF

SCHWAB STRATEGIC TR

17.66%

Shares23.4K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

96.78%

Shares2.4K

Event2026-06-30

Filed2026-07-31

SPACE EXPLORATION TECHN CORP

New

Shares3.8K

Event2026-06-30

Filed2026-07-31

NMAY

INNOVATOR ETFS TRUST

New

Shares21.5K

Event2026-06-30

Filed2026-07-31

OEF

ISHARES TR

-74.01%

Shares1.7K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

26.19%

Shares4.3K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

75.51%

Shares1.2K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

39.42%

Shares580

Event2026-06-30

Filed2026-07-31

SCHP

SCHWAB STRATEGIC TR

18.64%

Shares23.1K

Event2026-06-30

Filed2026-07-31

SGOV

ISHARES TR

105.76%

Shares6.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

39.14%

Shares2.0K

Event2026-06-30

Filed2026-07-31

AT&T INC

38.21%

Shares29.3K

Event2026-06-30

Filed2026-07-31

CROWDSTRIKE HLDGS INC

1.28%

Shares792

Event2026-06-30

Filed2026-07-31

WASTE MGMT INC DEL

132.56%

Shares2.6K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

15.70%

Shares18.1K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

11.28%

Shares1.3K

Event2026-06-30

Filed2026-07-31

NFEB

INNOVATOR ETFS TRUST

New

Shares18.2K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

48.01%

Shares9.7K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

New

Shares7.6K

Event2026-06-30

Filed2026-07-31

NJUN

INNOVATOR ETFS TRUST

New

Shares16.6K

Event2026-06-30

Filed2026-07-31

ISHARES TR

57.85%

Shares5.6K

Event2026-06-30

Filed2026-07-31

PAVE

GLOBAL X FDS

8.40%

Shares9.2K

Event2026-06-30

Filed2026-07-31

ZJUN

INNOVATOR ETFS TRUST

New

Shares19.7K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

36.11%

Shares2.8K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

21.69%

Shares2.9K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

171.22%

Shares12.1K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

100.20%

Shares7.1K

Event2026-06-30

Filed2026-07-31

VCLT

VANGUARD SCOTTSDALE FDS

-0.58%

Shares6.7K

Event2026-06-30

Filed2026-07-31

SECT

NORTHERN LTS FD TR IV

30.19%

Shares6.9K

Event2026-06-30

Filed2026-07-31

QQQE

DIREXION SHARES ETF TRUST

10.47%

Shares4.0K

Event2026-06-30

Filed2026-07-31

IWB

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

LDEM

ISHARES TR

5.86%

Shares8.0K

Event2026-06-30

Filed2026-07-31

PAUG

INNOVATOR ETFS TRUST

-19.38%

Shares10.6K

Event2026-06-30

Filed2026-07-31

NEAR

ISHARES U S ETF TR

15.12%

Shares9.5K

Event2026-06-30

Filed2026-07-31

ADOBE INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-31

PMAR

INNOVATOR ETFS TRUST

New

Shares10.1K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

11.14%

Shares409

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

587.56%

Shares5.9K

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD INDEX FDS

38.75%

Shares1.3K

Event2026-06-30

Filed2026-07-31

WORLD GOLD TR

-26.96%

Shares5.9K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

27.53%

Shares1.3K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

12.03%

Shares1.2K

Event2026-06-30

Filed2026-07-31

STIP

ISHARES TR

New

Shares4.5K

Event2026-06-30

Filed2026-07-31

SHYG

ISHARES TR

7.53%

Shares10.8K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

21.33%

Shares7.7K

Event2026-06-30

Filed2026-07-31

AOA

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-31

CGXU

CAPITAL GROUP INTL FOCUS EQT

8.49%

Shares13.0K

Event2026-06-30

Filed2026-07-31

REALTY INCOME CORP

85.40%

Shares7.3K

Event2026-06-30

Filed2026-07-31

TRANE TECHNOLOGIES PLC

8.94%

Shares914

Event2026-06-30

Filed2026-07-31

ZAUG

INNOVATOR ETFS TRUST

-17.13%

Shares16.2K

Event2026-06-30

Filed2026-07-31

ISRG

INTUITIVE SURGICAL INC

13.10%

Shares1.1K

Event2026-06-30

Filed2026-07-31

BUD

ANHEUSER BUSCH INBEV SA NV

9.66%

Shares5.3K

Event2026-06-30

Filed2026-07-31

HDV

ISHARES TR

453.82%

Shares15.7K

Event2026-06-30

Filed2026-07-31

AVUV

AMERICAN CENTY ETF TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-31

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-31

UAUG

INNOVATOR ETFS TRUST

28.80%

Shares9.9K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

58.56%

Shares1.9K

Event2026-06-30

Filed2026-07-31

JEPI

J P MORGAN EXCHANGE TRADED F

0.38%

Shares7.4K

Event2026-06-30

Filed2026-07-31

MGK

VANGUARD WORLD FD

547.98%

Shares4.6K

Event2026-06-30

Filed2026-07-31

FORD MTR CO

New

Shares28.4K

Event2026-06-30

Filed2026-07-31

HYMB

SPDR SERIES TRUST

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-31

HEFA

ISHARES TR

-4.03%

Shares8.2K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-31

CHUBB LIMITED

32.94%

Shares1.1K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

New

Shares3.0K

Event2026-06-30

Filed2026-07-31

IREN

IREN LIMITED

9.49%

Shares8.3K

Event2026-06-30

Filed2026-07-31

QTUM

ETF SER SOLUTIONS

New

Shares2.3K

Event2026-06-30

Filed2026-07-31

IFEB

INNOVATOR ETFS TRUST

22.31%

Shares11.9K

Event2026-06-30

Filed2026-07-31

SMH

VANECK ETF TRUST

New

Shares564

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

49.79%

Shares361

Event2026-06-30

Filed2026-07-31

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

INVESCO EXCH TRADED FD TR II

0.04%

Shares15.4K

Event2026-06-30

Filed2026-07-31

NKE

NIKE INC

5.92%

Shares8.8K

Event2026-06-30

Filed2026-07-31

ALPS ETF TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-31

TRAVELERS COMPANIES INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-31

ZDEK

INNOVATOR ETFS TRUST

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-31

BUYW

NORTHERN LTS FD TR IV

37.02%

Shares24.6K

Event2026-06-30

Filed2026-07-31

DOLLAR GEN CORP

8.86%

Shares3.1K

Event2026-06-30

Filed2026-07-31

AJAN

INNOVATOR ETFS TRUST

New

Shares12.4K

Event2026-06-30

Filed2026-07-31

DBMF

LITMAN GREGORY FDS TR

New

Shares11.5K

Event2026-06-30

Filed2026-07-31

WCC

WESCO INTL INC

-0.50%

Shares995

Event2026-06-30

Filed2026-07-31

FLEX

FLEX LTD

New

Shares2.1K

Event2026-06-30

Filed2026-07-31

BSV

VANGUARD BD INDEX FDS

-11.12%

Shares4.4K

Event2026-06-30

Filed2026-07-31

ALIBABA GROUP HLDG LTD

6.61%

Shares3.5K

Event2026-06-30

Filed2026-07-31

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares3.7K

Event2026-06-30

Filed2026-07-31

SYSB

ISHARES TR

-0.45%

Shares3.8K

Event2026-06-30

Filed2026-07-31

ZJAN

INNOVATOR ETFS TRUST

-16.50%

Shares11.9K

Event2026-06-30

Filed2026-07-31

IMAY

INNOVATOR ETFS TRUST

New

Shares10.5K

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD TR

38.41%

Shares4.4K

Event2026-06-30

Filed2026-07-31

OXY

OCCIDENTAL PETE CORP

9.53%

Shares6.7K

Event2026-06-30

Filed2026-07-31

DFIP

DIMENSIONAL ETF TRUST

0.51%

Shares7.9K

Event2026-06-30

Filed2026-07-31

UMAR

INNOVATOR ETFS TRUST

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

3.71%

Shares1.0K

Event2026-06-30

Filed2026-07-31

GIS

GENERAL MILLS INC

New

Shares9.3K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-31

ASML

ASML HLDG NV

New

Shares160

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

53.32%

Shares2.3K

Event2026-06-30

Filed2026-07-31

REGL

PROSHARES TR

17.93%

Shares3.4K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

11.39%

Shares929

Event2026-06-30

Filed2026-07-31

ITW

ILLINOIS TOOL WKS INC

3.94%

Shares1.2K

Event2026-06-30

Filed2026-07-31

PNC

PNC FINL SVCS GROUP INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

-4.03%

Shares2.2K

Event2026-06-30

Filed2026-07-31

HCI

HCI GROUP INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-31

KBWB

INVESCO EXCH TRADED FD TR II

0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-31

EXG

EATON VANCE TAX-MANAGED GLOB

New

Shares31.2K

Event2026-06-30

Filed2026-07-31

SHV

ISHARES TR

44.67%

Shares2.8K

Event2026-06-30

Filed2026-07-31

BOEING CO

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

SCHV

SCHWAB STRATEGIC TR

New

Shares8.6K

Event2026-06-30

Filed2026-07-31

ENB

ENBRIDGE INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-31

NMAX

NEWSMAX INC

New

Shares35.9K

Event2026-06-30

Filed2026-07-31

IEF

ISHARES TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-31

XMHQ

INVESCO EXCHANGE TRADED FD T

New

Shares2.6K

Event2026-06-30

Filed2026-07-31

ZOCT

INNOVATOR ETFS TRUST

-3.10%

Shares10.5K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

50.77%

Shares784

Event2026-06-30

Filed2026-07-31

IBKR

INTERACTIVE BROKERS GROUP IN

-5.63%

Shares3.3K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

-2.19%

Shares11.8K

Event2026-06-30

Filed2026-07-31

PDO

PIMCO DYNAMIC INCOME OPRNTS

New

Shares21.4K

Event2026-06-30

Filed2026-07-31

ETY

EATON VANCE TAX-MANAGED DIVE

New

Shares19.4K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

New

Shares544

Event2026-06-30

Filed2026-07-31

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-31

CMCSA

COMCAST CORP NEW

15.23%

Shares11.4K

Event2026-06-30

Filed2026-07-31

JAJL

INNOVATOR ETFS TRUST

12.44%

Shares9.3K

Event2026-06-30

Filed2026-07-31

GABELLI EQUITY TR INC

257.91%

Shares48.9K

Event2026-06-30

Filed2026-07-31

PDI

PIMCO DYNAMIC INCOME FD

New

Shares16.5K

Event2026-06-30

Filed2026-07-31

CITIGROUP INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

8.45%

Shares783

Event2026-06-30

Filed2026-07-31

ZMAY

INNOVATOR ETFS TRUST

New

Shares10.2K

Event2026-06-30

Filed2026-07-31

IONQ INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

New

Shares3.1K

Event2026-06-30

Filed2026-07-31

IAGG

ISHARES TR

-76.97%

Shares5.1K

Event2026-06-30

Filed2026-07-31

VNQ

VANGUARD INDEX FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-31

CGCP

CAPITAL GRP FIXED INCM ETF T

0.42%

Shares11.3K

Event2026-06-30

Filed2026-07-31

DKNG

DRAFTKINGS INC NEW

New

Shares9.8K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

New

Shares255

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

New

Shares956

Event2026-06-30

Filed2026-07-31

COHR

COHERENT CORP

New

Shares619

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

USMV

ISHARES TR

2.55%

Shares2.5K

Event2026-06-30

Filed2026-07-31

AFL

AFLAC INC

6.58%

Shares2.0K

Event2026-06-30

Filed2026-07-31

SHYD

VANECK ETF TRUST

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

CEG

CONSTELLATION ENERGY CORP

New

Shares928

Event2026-06-30

Filed2026-07-31

DBEF

DBX ETF TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-31

AVDV

AMERICAN CENTY ETF TR

2.31%

Shares2.2K

Event2026-06-30

Filed2026-07-31

JULJ

INNOVATOR ETFS TRUST

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-31

ESGE

ISHARES INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-31

SUB

ISHARES TR

-0.94%

Shares2.1K

Event2026-06-30

Filed2026-07-31

VTIP

VANGUARD MALVERN FDS

7.93%

Shares4.4K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

New

Shares2.8K

Event2026-06-30

Filed2026-07-31

SCHR

SCHWAB STRATEGIC TR

4.90%

Shares8.7K

Event2026-06-30

Filed2026-07-31

ALL

ALLSTATE CORP

New

Shares906

Event2026-06-30

Filed2026-07-31

SCHB

SCHWAB STRATEGIC TR

New

Shares7.4K

Event2026-06-30

Filed2026-07-31

CGCB

CAPITAL GRP FIXED INCM ETF T

3.88%

Shares8.1K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-31

XLC

SELECT SECTOR SPDR TR

1.47%

Shares1.9K

Event2026-06-30

Filed2026-07-31

GLTR

ABRDN PRECIOUS METALS BASKET

-4.99%

Shares1.1K

Event2026-06-30

Filed2026-07-31

DGX

QUEST DIAGNOSTICS INC

New

Shares976

Event2026-06-30

Filed2026-07-31

INNOVATOR ETFS TRUST

New

Shares8.3K

Event2026-06-30

Filed2026-07-31

ARLP

ALLIANCE RESOURCE PARTNERS L

New

Shares8.5K

Event2026-06-30

Filed2026-07-31

MCK

MCKESSON CORP

New

Shares270

Event2026-06-30

Filed2026-07-31

ACV

VIRTUS DIVERSIFIED INCM & CO

New

Shares7.1K

Event2026-06-30

Filed2026-07-31

TGT

TARGET CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

MGV

VANGUARD WORLD FD

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

SCHH

SCHWAB STRATEGIC TR

New

Shares8.5K

Event2026-06-30

Filed2026-07-31

USA

LIBERTY ALL STAR EQUITY FD

210.80%

Shares33.2K

Event2026-06-30

Filed2026-07-31

PNNT

PENNANTPARK INVT CORP

New

Shares53.6K

Event2026-06-30

Filed2026-07-31

DLY

DOUBLELINE YIELD OPPORTUNITI

New

Shares13.0K

Event2026-06-30

Filed2026-07-31

ARDC

ARES DYNAMIC CR ALLOCATION F

New

Shares14.2K

Event2026-06-30

Filed2026-07-31

FSK

FS KKR CAP CORP

New

Shares12.8K

Event2026-06-30

Filed2026-07-31

ONDS

ONDAS INC

New

Shares10.7K

Event2026-06-30

Filed2026-07-31

EOSE

EOS ENERGY ENTERPRISES INC

6.47%

Shares14.4K

Event2026-06-30

Filed2026-07-31

ARQ

ARQ INC

New

Shares21.7K

Event2026-06-30

Filed2026-07-31

CNVS

CINEVERSE CORP

New

Shares11.1K

Event2026-06-30

Filed2026-07-31

BZFD

BUZZFEED INC

New

Shares14.2K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available