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The Analysis of Jacobi Capital Management LLC's Holdings & P&L

Currently, Jacobi Capital Management LLC holds 644 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in PDBC (+841.4K shares, valued at $13.4M), KLAC (+23.1K shares, valued at $7.0M), BRK.B (+12.6K shares, valued at $6.3M); decreased their positions in N/A (-2.8K shares, valued at $2.1M), CGSM (-51.6K shares, valued at $1.4M), GLD (-3.1K shares, valued at $1.2M); initiated new positions in PDBC (+841.4K shares, valued at $13.4M), SNDK (+815 shares, valued at $1.9M), N/A (+8.3K shares, valued at $1.4M).

1M P&L

-11.4M-0.76%

3M P&L

+35.6M+2.45%

HY P&L

+71.8M+5.07%

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/A809.7M

53.1%

2Insurance - Diversified101.7M

6.7%

3Semiconductors57.3M

3.8%

Top Industries by Stock Count

1N/A280 stocks

48.0%

2Utilities - Regulated Electric13 stocks

2.2%

3Semiconductors12 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T403.1K shares-0.68%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL203.3K shares6.59%2026-06-302026-07-31

QQQ INVESCO ACTIVELY MANAGED EXC90.8K shares2.26%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS103.2K shares0.77%2026-06-302026-07-31

SPTM SPDR SERIES TRUST372.5K shares2.48%2026-06-302026-07-31

AAPL APPLE INC111.3K shares0.29%2026-06-302026-07-31

BIL SPDR SERIES TRUST350.7K shares3.01%2026-06-302026-07-31

VSLU ETF OPPORTUNITIES TRUST672.4K shares9.16%2026-06-302026-07-31

Sponsored

IWM ISHARES TR96.0K shares9.41%2026-06-302026-07-31

BUFZ FIRST TR EXCHNG TRADED FD VI943.8K shares7.06%2026-06-302026-07-31

CWI SPDR INDEX SHS FDS628.9K shares1.86%2026-06-302026-07-31

JPST J P MORGAN EXCHANGE TRADED F476.8K shares0.37%2026-06-302026-07-31

MSFT MICROSOFT CORP58.9K shares2.06%2026-06-302026-07-31

DFAU DIMENSIONAL ETF TRUST402.4K shares4.78%2026-06-302026-07-31

SCHX SCHWAB STRATEGIC TR631.0K shares-4.20%2026-06-302026-07-31

DFAI DIMENSIONAL ETF TRUST445.0K shares6.98%2026-06-302026-07-31

Sponsored

GOOGL ALPHABET INC49.5K shares-0.42%2026-06-302026-07-31

LLY ELI LILLY & CO14.2K shares0.45%2026-06-302026-07-31

NVDA NVIDIA CORPORATION84.4K shares-0.88%2026-06-302026-07-31

APPLIED MATLS INC APPLIED MATLS INC21.8K shares-5.13%2026-06-302026-07-31

BBJP J P MORGAN EXCHANGE TRADED F208.0K shares3.25%2026-06-302026-07-31

GOOG ALPHABET INC41.8K shares-1.48%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO44.3K shares-0.55%2026-06-302026-07-31

INTC INTEL CORP99.2K shares-1.88%2026-06-302026-07-31

Sponsored

GLD SPDR GOLD TR37.4K shares-7.75%2026-06-302026-07-31

PDBC INVESCO ACTVELY MNGD ETC FD841.4K sharesnew addition2026-06-302026-07-31

WMT WALMART INC114.6K shares-1.51%2026-06-302026-07-31

CAT CATERPILLAR INC11.2K shares-2.36%2026-06-302026-07-31

QUAL ISHARES TR53.9K shares1.70%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC100.0K shares-1.58%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC20.6K shares2.10%2026-06-302026-07-31

AMZN AMAZON COM INC43.6K shares-3.20%2026-06-302026-07-31

Sponsored

BAC BANK OF AMER CORP173.1K shares1.91%2026-06-302026-07-31

BUFR FIRST TR EXCHNG TRADED FD VI266.8K shares10.68%2026-06-302026-07-31

BBIN J P MORGAN EXCHANGE TRADED F120.6K shares9.46%2026-06-302026-07-31

MRK MERCK & CO INC71.5K shares-1.03%2026-06-302026-07-31

ISHARES TR ISHARES TR11.9K shares0.19%2026-06-302026-07-31

DFAE DIMENSIONAL ETF TRUST219.3K shares6.16%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC7.6K shares12.15%2026-06-302026-07-31

CGMU CAPITAL GRP FIXED INCM ETF T317.9K shares-1.01%2026-06-302026-07-31

Sponsored

VEA VANGUARD TAX-MANAGED FDS121.2K shares-3.62%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON33.0K shares0.42%2026-06-302026-07-31

ABBVIE INC ABBVIE INC32.7K shares-0.00%2026-06-302026-07-31

SPAB SPDR SERIES TRUST304.9K shares3.72%2026-06-302026-07-31

KLAC KLA CORP25.8K shares868.36%2026-06-302026-07-31

QUALYS INC QUALYS INC10.7K shares1.64%2026-06-302026-07-31

SCHM SCHWAB STRATEGIC TR208.0K shares-3.49%2026-06-302026-07-31

CMI CUMMINS INC10.7K shares-1.42%2026-06-302026-07-31

Sponsored

PNC PNC FINL SVCS GROUP INC31.1K shares-0.85%2026-06-302026-07-31

BUFD FIRST TR EXCHNG TRADED FD VI255.3K shares12.38%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS26.7K shares1.04%2026-06-302026-07-31

PEP PEPSICO INC54.0K shares1.26%2026-06-302026-07-31

BALT INNOVATOR ETFS TRUST204.6K shares229.13%2026-06-302026-07-31

LRCX LAM RESEARCH CORP16.0K shares-4.04%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP50.4K shares-8.05%2026-06-302026-07-31

BND VANGUARD BD INDEX FDS92.5K shares-2.78%2026-06-302026-07-31

Sponsored

SPBO SPDR SERIES TRUST231.7K shares14.99%2026-06-302026-07-31

XLRE SELECT SECTOR SPDR TR150.8K shares13.02%2026-06-302026-07-31

NOBL PROSHARES TR115.9K shares107.65%2026-06-302026-07-31

CVX CHEVRON CORPORATION38.1K shares-3.22%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC145.4K shares0.32%2026-06-302026-07-31

BROADCOM INC BROADCOM INC16.1K shares2.54%2026-06-302026-07-31

IJH ISHARES TR78.7K shares-2.05%2026-06-302026-07-31

KO COCA COLA CO73.2K shares0.77%2026-06-302026-07-31

Sponsored

VOO VANGUARD INDEX FDS8.6K shares-0.01%2026-06-302026-07-31

ICSH ISHARES TR116.4K shares29.49%2026-06-302026-07-31

AFL AFLAC INC48.6K shares0.89%2026-06-302026-07-31

PG PROCTER & GAMBLE CO38.4K shares2.86%2026-06-302026-07-31

VISA INC VISA INC16.4K shares-0.71%2026-06-302026-07-31

RAYONIER ADVANCED MATLS INC RAYONIER ADVANCED MATLS INC29.3K shares0.58%2026-06-302026-07-31

LEAD SIREN ETF TR58.6K shares3.13%2026-06-302026-07-31

VGT VANGUARD WORLD FD44.8K shares714.34%2026-06-302026-07-31

Sponsored

REGL PROSHARES TR55.8K shares-0.91%2026-06-302026-07-31

MINT PIMCO ETF TR49.1K shares1.18%2026-06-302026-07-31

MCD MCDONALDS CORP17.8K shares23.14%2026-06-302026-07-31

SPMD SPDR SERIES TRUST70.3K shares13.29%2026-06-302026-07-31

WASTE MGMT INC DEL WASTE MGMT INC DEL21.3K shares2.15%2026-06-302026-07-31

BTT BLACKROCK MUN TARGET TERM TR208.0K shares1.51%2026-06-302026-07-31

DFAS DIMENSIONAL ETF TRUST55.4K shares5.94%2026-06-302026-07-31

AMGN AMGEN INC12.6K shares-1.25%2026-06-302026-07-31

Sponsored

TGT TANGO THERAPEUTICS INC33.7K shares-1.45%2026-06-302026-07-31

VLO VALERO ENERGY CORP16.7K shares-7.49%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS18.4K shares5.97%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP8.5K shares-2.19%2026-06-302026-07-31

ASML ASML HLDG NV2.2K shares-8.99%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED8.3K shares15.83%2026-06-302026-07-31

SPSM SPDR SERIES TRUST74.1K shares3.52%2026-06-302026-07-31

JMUB J P MORGAN EXCHANGE TRADED F83.7K shares5.02%2026-06-302026-07-31

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC48.3K shares0.16%2026-06-302026-07-31

CBU COMMUNITY FINANCIAL SYSTEM I63.0K shares0.11%2026-06-302026-07-31

CGDG CAPITAL GROUP DIVIDEND GROWE112.3K shares31.34%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC7.1K shares-12.48%2026-06-302026-07-31

IJR ISHARES TR27.8K shares0.53%2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD T19.1K shares-1.21%2026-06-302026-07-31

TXN TEXAS INSTRS INC13.6K shares-1.08%2026-06-302026-07-31

PRF INVESCO EXCHANGE TRADED FD T74.9K shares6.30%2026-06-302026-07-31

Sponsored

XLV SELECT SECTOR SPDR TR25.3K shares4.83%2026-06-302026-07-31

DE DEERE & CO6.3K shares0.67%2026-06-302026-07-31

WORLD FDS TR WORLD FDS TR48.6K shares-2.81%2026-06-302026-07-31

QCOM QUALCOMM INC20.8K shares-5.91%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO11.2K shares0.14%2026-06-302026-07-31

CGDV CAPITAL GROUP DIVIDEND VALUE77.0K shares-3.69%2026-06-302026-07-31

PPL CORP PPL CORP104.0K shares0.63%2026-06-302026-07-31

DIVO AMPLIFY ETF TR82.2K shares-1.66%2026-06-302026-07-31

Sponsored

TSLA TESLA INC8.9K shares-4.27%2026-06-302026-07-31

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-06-302026-07-31

ORACLE CORP ORACLE CORP25.5K shares2.73%2026-06-302026-07-31

BMY BRISTOL-MYERS SQUIBB CO64.8K shares-1.58%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.0K shares-1.09%2026-06-302026-07-31

MBB ISHARES TR39.4K shares7.29%2026-06-302026-07-31

JPEM J P MORGAN EXCHANGE TRADED F59.2K shares8.91%2026-06-302026-07-31

ETN EATON CORP PLC8.6K shares2.33%2026-06-302026-07-31

Sponsored

HD HOME DEPOT INC10.2K shares6.80%2026-06-302026-07-31

COP CONOCOPHILLIPS34.4K shares0.15%2026-06-302026-07-31

JPIB J P MORGAN EXCHANGE TRADED F71.5K shares13.48%2026-06-302026-07-31

DIS DISNEY WALT CO35.7K shares0.17%2026-06-302026-07-31

EMR EMERSON ELEC CO24.0K shares0.00%2026-06-302026-07-31

PSEP INNOVATOR ETFS TRUST72.8K shares0.00%2026-06-302026-07-31

VTV VANGUARD INDEX FDS15.4K shares6.46%2026-06-302026-07-31

LQD ISHARES TR30.5K shares6.49%2026-06-302026-07-31

Sponsored

PM PHILIP MORRIS INTL INC18.0K shares-1.17%2026-06-302026-07-31

BBUS J P MORGAN EXCHANGE TRADED F24.1K shares6.59%2026-06-302026-07-31

DELL DELL TECHNOLOGIES INC7.5K shares-8.25%2026-06-302026-07-31

TSM TAIWAN SEMICONDUCTOR MANUFAC6.8K shares-0.48%2026-06-302026-07-31

PFE PFIZER INC133.7K shares-1.49%2026-06-302026-07-31

FENY FIDELITY COVINGTON TRUST106.3K shares0.23%2026-06-302026-07-31

XLI SELECT SECTOR SPDR TR17.0K shares0.30%2026-06-302026-07-31

C CITIGROUP INC22.4K shares-1.00%2026-06-302026-07-31

Sponsored

ISHARES TR ISHARES TR32.4K shares10.18%2026-06-302026-07-31

VXF VANGUARD INDEX FDS12.5K shares-0.01%2026-06-302026-07-31

3M CO 3M CO18.8K shares-1.35%2026-06-302026-07-31

APD AIR PRODUCTS AND CHEMICALS I10.1K shares0.36%2026-06-302026-07-31

GD GENERAL DYNAMICS CORP8.3K shares-2.89%2026-06-302026-07-31

CVS CVS HEALTH CORP28.5K shares-0.72%2026-06-302026-07-31

GILD GILEAD SCIENCES INC23.3K shares-0.74%2026-06-302026-07-31

AVIV AMERICAN CENTY ETF TR37.9K shares8.11%2026-06-302026-07-31

Sponsored

TRANSUNION TRANSUNION8.9K shares2.16%2026-06-302026-07-31

ABT ABBOTT LABORATORIES32.0K shares29.72%2026-06-302026-07-31

UNP UNION PAC CORP10.5K shares0.38%2026-06-302026-07-31

SCHD SCHWAB STRATEGIC TR88.7K shares-1.82%2026-06-302026-07-31

UPS UNITED PARCEL SVCS INC26.1K shares0.36%2026-06-302026-07-31

WTRG ESSENTIAL UTILS INC73.1K shares1.41%2026-06-302026-07-31

SPSB SPDR SERIES TRUST92.7K shares16.72%2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO28.8K shares-1.61%2026-06-302026-07-31

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT64.1K shares42.57%2026-06-302026-07-31

SDVY FIRST TR EXCHANGE TRADED FD62.8K shares13.15%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC6.4K shares-10.54%2026-06-302026-07-31

ROP ROPER TECHNOLOGIES INC7.9K shares0.28%2026-06-302026-07-31

IEI ISHARES TR22.6K shares16.02%2026-06-302026-07-31

NSC NORFOLK SOUTHN CORP8.4K shares0.85%2026-06-302026-07-31

LOW LOWES COS INC11.8K shares3.49%2026-06-302026-07-31

URI UNITED RENTALS INC2.2K shares-0.22%2026-06-302026-07-31

Sponsored

STT STATE STR CORP14.5K shares0.77%2026-06-302026-07-31

ADOBE INC ADOBE INC12.0K shares0.75%2026-06-302026-07-31

SPTI SPDR SERIES TRUST86.7K shares12.52%2026-06-302026-07-31

AWK AMERICAN WTR WKS CO INC NEW18.6K shares-0.35%2026-06-302026-07-31

PDEC INNOVATOR ETFS TRUST53.0K shares-2.05%2026-06-302026-07-31

GM GENERAL MTRS CO31.5K shares0.40%2026-06-302026-07-31

CGMS CAPITAL GRP FIXED INCM ETF T87.3K shares1.55%2026-06-302026-07-31

MAR MARRIOTT INTL INC NEW6.4K shares67.66%2026-06-302026-07-31

Sponsored

XLF SELECT SECTOR SPDR TR44.1K shares2.65%2026-06-302026-07-31

DRI DARDEN RESTAURANTS INC11.4K shares2.82%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC4.7K shares1.90%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC6.8K shares8.78%2026-06-302026-07-31

ITW ILLINOIS TOOL WKS INC8.4K shares0.31%2026-06-302026-07-31

GLW CORNING INC8.8K shares-10.77%2026-06-302026-07-31

VCSH VANGUARD SCOTTSDALE FDS28.2K shares-8.32%2026-06-302026-07-31

CSX CSX CORP46.8K shares-0.50%2026-06-302026-07-31

Sponsored

AVUV AMERICAN CENTY ETF TR17.8K shares4.56%2026-06-302026-07-31

T AT&T INC103.9K shares-0.42%2026-06-302026-07-31

SMDV PROSHARES TR27.9K shares0.28%2026-06-302026-07-31

SYY SYSCO CORP25.6K shares1.41%2026-06-302026-07-31

TOTL SSGA ACTIVE ETF TR54.0K shares-3.88%2026-06-302026-07-31

COF CAPITAL ONE FINL CORP10.5K shares4.37%2026-06-302026-07-31

ENB ENBRIDGE INC38.9K shares-0.85%2026-06-302026-07-31

SPTL SPDR SERIES TRUST80.1K shares15.31%2026-06-302026-07-31

Sponsored

IEMG ISHARES INC25.2K shares2.25%2026-06-302026-07-31

ET ENERGY TRANSFER L P108.6K shares0.29%2026-06-302026-07-31

GBIL GOLDMAN SACHS ETF TR20.7K shares12.41%2026-06-302026-07-31

XLP SELECT SECTOR SPDR TR25.0K shares5.14%2026-06-302026-07-31

PJUL INNOVATOR ETFS TRUST41.7K shares0.00%2026-06-302026-07-31

TFC TRUIST FINL CORP40.8K shares1.16%2026-06-302026-07-31

SPIP SPDR SERIES TRUST78.9K shares16.72%2026-06-302026-07-31

KMB KIMBERLY-CLARK CORP18.4K shares4.62%2026-06-302026-07-31

Sponsored

GS GOLDMAN SACHS GROUP INC2.0K shares0.91%2026-06-302026-07-31

HPQ HP INC91.8K shares3.31%2026-06-302026-07-31

VO VANGUARD INDEX FDS24.7K shares332.36%2026-06-302026-07-31

AMERIPRISE FINL INC AMERIPRISE FINL INC4.3K shares3.27%2026-06-302026-07-31

SBUX STARBUCKS CORP19.4K shares-2.63%2026-06-302026-07-31

QTEC FIRST TR EXCHANGE-TRADED FD5.9K shares-1.32%2026-06-302026-07-31

PSX PHILLIPS 6611.7K shares0.11%2026-06-302026-07-31

MO ALTRIA GROUP INC27.2K shares-0.07%2026-06-302026-07-31

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP23.9K shares1.65%2026-06-302026-07-31

MTB M & T BK CORP8.2K shares0.37%2026-06-302026-07-31

CHUBB LIMITED CHUBB LIMITED5.7K shares1.75%2026-06-302026-07-31

LIN LINDE PLC3.6K shares-5.04%2026-06-302026-07-31

TJX TJX COS INC NEW12.3K shares0.94%2026-06-302026-07-31

Q QNITY ELECTRONICS INC11.4K shares-1.05%2026-06-302026-07-31

SNDK SANDISK CORP815 sharesnew addition2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING IN8.2K shares0.65%2026-06-302026-07-31

Sponsored

TT TRANE TECHNOLOGIES PLC3.7K shares7.08%2026-06-302026-07-31

BA BOEING CO8.4K shares-0.97%2026-06-302026-07-31

DHR DANAHER CORP DEL9.5K shares1.53%2026-06-302026-07-31

MCK MCKESSON CORP2.4K shares5.01%2026-06-302026-07-31

RAA ETF OPPORTUNITIES TRUST60.5K shares97.19%2026-06-302026-07-31

VNQ VANGUARD INDEX FDS18.4K shares-0.10%2026-06-302026-07-31

XLE SELECT SECTOR SPDR TR33.3K shares0.27%2026-06-302026-07-31

CEG CONSTELLATION ENERGY CORP7.1K shares17.58%2026-06-302026-07-31

Sponsored

PPA INVESCO EXCHANGE TRADED FD T10.0K shares-1.65%2026-06-302026-07-31

PPG PPG INDS INC14.3K shares-2.61%2026-06-302026-07-31

UGI UGI CORP NEW50.2K shares1.44%2026-06-302026-07-31

GE GE AEROSPACE4.6K shares1.42%2026-06-302026-07-31

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR38.2K shares5.51%2026-06-302026-07-31

JMST J P MORGAN EXCHANGE TRADED F33.8K shares2.66%2026-06-302026-07-31

DFUS DIMENSIONAL ETF TRUST21.0K shares0.00%2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW13.5K shares0.79%2026-06-302026-07-31

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET37.9K shares15.67%2026-06-302026-07-31

FNDX SCHWAB STRATEGIC TR53.9K shares0.38%2026-06-302026-07-31

CRM SALESFORCE INC10.6K shares-6.35%2026-06-302026-07-31

CIBR FIRST TR EXCHANGE-TRADED FD18.1K shares-1.59%2026-06-302026-07-31

POCT INNOVATOR ETFS TRUST35.0K shares0.00%2026-06-302026-07-31

IWF ISHARES TR13.0K shares292.60%2026-06-302026-07-31

ICE INTERCONTINENTAL EXCHANGE IN13.2K shares-3.65%2026-06-302026-07-31

BIIB BIOGEN INC7.5K shares-2.44%2026-06-302026-07-31

Sponsored

NJR NEW JERSEY RES CORP28.5K shares-1.00%2026-06-302026-07-31

PNOV INNOVATOR ETFS TRUST35.9K shares0.00%2026-06-302026-07-31

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.6K shares1.17%2026-06-302026-07-31

MET METLIFE INC18.7K shares-0.10%2026-06-302026-07-31

WFC WELLS FARGO & CO19.0K shares0.30%2026-06-302026-07-31

BX BLACKSTONE INC13.3K shares1.34%2026-06-302026-07-31

NOCT INNOVATOR ETFS TRUST24.9K shares-21.95%2026-06-302026-07-31

GPC GENUINE PARTS CO13.1K shares5.62%2026-06-302026-07-31

Sponsored

CLX CLOROX CO DEL16.1K shares26.70%2026-06-302026-07-31

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC11.0K shares-2.98%2026-06-302026-07-31

XLY SELECT SECTOR SPDR TR13.0K shares-0.34%2026-06-302026-07-31

AVES AMERICAN CENTY ETF TR23.1K shares8.42%2026-06-302026-07-31

VUG VANGUARD INDEX FDS17.5K shares502.75%2026-06-302026-07-31

MGK VANGUARD WORLD FD17.1K shares363.39%2026-06-302026-07-31

XLK SELECT SECTOR SPDR TR7.8K shares-19.67%2026-06-302026-07-31

S&P GLOBAL INC S&P GLOBAL INC3.6K shares-1.15%2026-06-302026-07-31

Sponsored

MEDTRONIC PLC MEDTRONIC PLC18.8K shares9.38%2026-06-302026-07-31

GEV GE VERNOVA INC1.3K shares-23.91%2026-06-302026-07-31

ALB ALBEMARLE CORP10.9K shares-11.41%2026-06-302026-07-31

IAU ISHARES GOLD TR19.2K shares-0.36%2026-06-302026-07-31

BDX BECTON DICKINSON & CO9.6K shares6.45%2026-06-302026-07-31

SPIB SPDR SERIES TRUST43.1K shares6.32%2026-06-302026-07-31

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP8.3K sharesnew addition2026-06-302026-07-31

FXO FIRST TR EXCHANGE-TRADED FD22.8K shares0.21%2026-06-302026-07-31

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HSY HERSHEY CO8.1K shares1.42%2026-06-302026-07-31

IBDT ISHARES TR56.0K shares22.97%2026-06-302026-07-31

PRU PRUDENTIAL FINL INC13.1K shares3.05%2026-06-302026-07-31

DIA STATE STR SPDR DOW JONES IND2.7K shares-6.80%2026-06-302026-07-31

AMT AMERICAN TOWER CORP8.6K shares-0.31%2026-06-302026-07-31

DHI D R HORTON INC8.6K shares2.70%2026-06-302026-07-31

PFF ISHARES TR45.7K shares-5.67%2026-06-302026-07-31

AVMC AMERICAN CENTY ETF TR17.1K shares4.33%2026-06-302026-07-31

Sponsored

IBDS ISHARES TR56.7K shares21.50%2026-06-302026-07-31

IBDU ISHARES TR59.1K shares23.82%2026-06-302026-07-31

WAB WABTEC5.1K shares0.38%2026-06-302026-07-31

ATO ATMOS ENERGY CORP7.8K shares-0.50%2026-06-302026-07-31

CORTEVA INC CORTEVA INC15.9K shares-0.84%2026-06-302026-07-31

USB US BANCORP22.2K shares-0.73%2026-06-302026-07-31

USMV ISHARES TR13.8K shares0.99%2026-06-302026-07-31

PAPR INNOVATOR ETFS TRUST31.2K shares0.00%2026-06-302026-07-31

Sponsored

IWD ISHARES TR5.4K shares-0.97%2026-06-302026-07-31

LST MANAGED PORTFOLIO SER28.1K shares-2.44%2026-06-302026-07-31

INCY INCYTE CORP11.4K shares5.68%2026-06-302026-07-31

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC11.1K shares21.55%2026-06-302026-07-31

NVS NOVARTIS AG8.2K shares0.96%2026-06-302026-07-31

BLK BLACKROCK INC1.3K shares4.07%2026-06-302026-07-31

CGHM CAPITAL GRP FIXED INCM ETF T48.9K shares17.80%2026-06-302026-07-31

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.1K shares14.41%2026-06-302026-07-31

Sponsored

IBDV ISHARES TR57.4K shares26.64%2026-06-302026-07-31

PGR PROGRESSIVE CORP5.7K shares-8.90%2026-06-302026-07-31

SYK STRYKER CORPORATION3.9K shares2.62%2026-06-302026-07-31

INTU INTUIT4.6K shares6.21%2026-06-302026-07-31

ICLO INVESCO ACTIVELY MANAGED EXC45.5K shares0.78%2026-06-302026-07-31

MRVL MARVELL TECHNOLOGY INC3.9K shares3.71%2026-06-302026-07-31

CARR CARRIER GLOBAL CORPORATION15.7K shares-5.76%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.16.1K shares6.47%2026-06-302026-07-31

Sponsored

CMCSA COMCAST CORP NEW46.1K shares22.17%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F19.0K shares0.24%2026-06-302026-07-31

DLR DIGITAL RLTY TR INC6.3K shares-0.63%2026-06-302026-07-31

FNF FIDELITY NATL FINL INC23.7K shares0.39%2026-06-302026-07-31

MUB ISHARES TR10.4K shares15.30%2026-06-302026-07-31

SNOWFLAKE INC SNOWFLAKE INC4.4K shares15.39%2026-06-302026-07-31

IP INTERNATIONAL PAPER CO29.0K shares-2.25%2026-06-302026-07-31

KJUL INNOVATOR ETFS TRUST32.5K shares0.00%2026-06-302026-07-31

Sponsored

OKE ONEOK INC NEW12.7K shares2.05%2026-06-302026-07-31

APH AMPHENOL CORP6.3K shares-6.24%2026-06-302026-07-31

SOXX ISHARES TR1.7K shares-2.50%2026-06-302026-07-31

IHDG WISDOMTREE TR20.9K shares1.34%2026-06-302026-07-31

FDX FEDEX CORP3.5K shares-0.40%2026-06-302026-07-31

POR PORTLAND GEN ELEC CO20.9K shares0.66%2026-06-302026-07-31

IBDW ISHARES TR52.0K shares31.56%2026-06-302026-07-31

DFAX DIMENSIONAL ETF TRUST29.3K shares4.66%2026-06-302026-07-31

Sponsored

SHW SHERWIN WILLIAMS CO3.1K shares-0.35%2026-06-302026-07-31

CBRE CBRE GROUP INC8.0K shares2.87%2026-06-302026-07-31

XLC SELECT SECTOR SPDR TR10.0K shares1.02%2026-06-302026-07-31

TIP ISHARES TR9.7K shares0.88%2026-06-302026-07-31

REGN REGENERON PHARMACEUTICALS1.7K shares2.39%2026-06-302026-07-31

ZOETIS INC ZOETIS INC14.5K shares-4.42%2026-06-302026-07-31

VV VANGUARD INDEX FDS3.0K shares0.00%2026-06-302026-07-31

DOMINION ENERGY INC DOMINION ENERGY INC15.1K shares-0.92%2026-06-302026-07-31

Sponsored

VRT VERTIV HOLDINGS CO3.1K shares-4.13%2026-06-302026-07-31

KKR KKR & CO INC11.1K shares8.94%2026-06-302026-07-31

NUE NUCOR CORP4.6K shares-0.22%2026-06-302026-07-31

IBDX ISHARES TR40.0K shares34.56%2026-06-302026-07-31

VBR VANGUARD INDEX FDS4.1K shares-3.30%2026-06-302026-07-31

BSMS INVESCO EXCH TRD SLF IDX FD42.2K shares130.73%2026-06-302026-07-31

BSMR INVESCO EXCH TRD SLF IDX FD41.8K shares130.39%2026-06-302026-07-31

IBDY ISHARES TR38.3K shares33.23%2026-06-302026-07-31

Sponsored

BSMW INVESCO EXCH TRD SLF IDX FD39.2K shares132.06%2026-06-302026-07-31

BSSX INVESCO EXCH TRD SLF IDX FD38.2K shares131.73%2026-06-302026-07-31

BSMQ INVESCO EXCH TRD SLF IDX FD41.8K shares130.75%2026-06-302026-07-31

BSMU INVESCO EXCH TRD SLF IDX FD44.9K shares131.25%2026-06-302026-07-31

BSMT INVESCO EXCH TRD SLF IDX FD42.7K shares131.25%2026-06-302026-07-31

BSMV INVESCO EXCH TRD SLF IDX FD46.8K shares131.49%2026-06-302026-07-31

EFG ISHARES TR7.9K shares-5.83%2026-06-302026-07-31

HYG ISHARES TR12.2K shares-5.43%2026-06-302026-07-31

Sponsored

AWR AMER STATES WTR CO11.8K shares-0.20%2026-06-302026-07-31

PCAR PACCAR INC8.1K shares7.10%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS6.2K shares0.05%2026-06-302026-07-31

ZS ZSCALER INC6.9K shares6.58%2026-06-302026-07-31

NOC NORTHROP GRUMMAN CORP1.9K shares0.37%2026-06-302026-07-31

VFLO VICTORY PORTFOLIOS II21.1K shares0.52%2026-06-302026-07-31

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC7.1K sharesnew addition2026-06-302026-07-31

MDLZ MONDELEZ INTL INC16.7K shares0.34%2026-06-302026-07-31

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN7.0K shares9.30%2026-06-302026-07-31

APTIV PLC APTIV PLC15.6K shares0.86%2026-06-302026-07-31

CL COLGATE PALMOLIVE CO10.3K shares1.47%2026-06-302026-07-31

IBMT ISHARES TR36.6K sharesnew addition2026-06-302026-07-31

IBMQ ISHARES TR36.9K sharesnew addition2026-06-302026-07-31

IBMR ISHARES TR37.1K sharesnew addition2026-06-302026-07-31

IBMS ISHARES TR36.4K sharesnew addition2026-06-302026-07-31

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F15.3K shares2.98%2026-06-302026-07-31

Sponsored

ADM ARCHER DANIELS MIDLAND CO12.3K shares-4.49%2026-06-302026-07-31

IBMP ISHARES TR37.0K sharesnew addition2026-06-302026-07-31

LHX L3HARRIS TECHNOLOGIES INC3.2K shares2.50%2026-06-302026-07-31

IBMO ISHARES TR36.4K sharesnew addition2026-06-302026-07-31

ANET ARISTA NETWORKS INC5.5K shares2.01%2026-06-302026-07-31

MS MORGAN STANLEY4.4K shares1.44%2026-06-302026-07-31

TSN TYSON FOODS INC16.2K shares2.89%2026-06-302026-07-31

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.2K shares-7.69%2026-06-302026-07-31

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC4.1K sharesnew addition2026-06-302026-07-31

HDV ISHARES TR32.9K shares395.26%2026-06-302026-07-31

DOW DOW HLDGS INC32.9K shares-2.22%2026-06-302026-07-31

CAH CARDINAL HEALTH INC3.8K shares0.26%2026-06-302026-07-31

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4.0K sharesnew addition2026-06-302026-07-31

GIS GENERAL MILLS INC25.7K shares9.71%2026-06-302026-07-31

EXC EXELON CORP19.0K shares0.45%2026-06-302026-07-31

INCM FRANKLIN TEMPLETON ETF TR30.7K shares41.06%2026-06-302026-07-31

Sponsored

FXH FIRST TR EXCHANGE-TRADED FD7.2K shares0.07%2026-06-302026-07-31

IGV ISHARES TR9.6K shares101.90%2026-06-302026-07-31

BSMZ INVESCO EXCH TRD SLF IDX FD33.6K shares187.61%2026-06-302026-07-31

PAVE GLOBAL X FDS14.6K shares0.00%2026-06-302026-07-31

BSMY INVESCO EXCH TRD SLF IDX FD35.0K shares187.65%2026-06-302026-07-31

STLD STEEL DYNAMICS INC3.7K shares1.82%2026-06-302026-07-31

CGCB CAPITAL GRP FIXED INCM ETF T32.0K shares10.86%2026-06-302026-07-31

SHV ISHARES TR7.6K shares1.67%2026-06-302026-07-31

Sponsored

DVN DEVON ENERGY CORP NEW20.2K shares6.56%2026-06-302026-07-31

FDN FIRST TR EXCHANGE-TRADED ALP3.1K shares0.00%2026-06-302026-07-31

TPR TAPESTRY INC5.7K shares0.16%2026-06-302026-07-31

SERVICENOW INC SERVICENOW INC8.3K sharesnew addition2026-06-302026-07-31

SFLR INNOVATOR ETFS TRUST21.3K shares0.08%2026-06-302026-07-31

NJUL INNOVATOR ETFS TRUST10.5K shares0.00%2026-06-302026-07-31

DTE DTE ENERGY CO5.3K shares2.34%2026-06-302026-07-31

KAPR INNOVATOR ETFS TRUST20.1K shares-1.08%2026-06-302026-07-31

Sponsored

CGSM CAPITAL GRP FIXED INCM ETF T30.3K shares-63.00%2026-06-302026-07-31

EJUL INNOVATOR ETFS TRUST25.2K shares0.00%2026-06-302026-07-31

SPGP INVESCO EXCHANGE TRADED FD T6.3K shares-2.08%2026-06-302026-07-31

AJG GALLAGHER ARTHUR J & CO3.3K shares23.56%2026-06-302026-07-31

PFIS PEOPLES FINL SVCS CORP11.5K shares0.26%2026-06-302026-07-31

EPD ENTERPRISE PRODS PARTNERS L20.3K shares0.24%2026-06-302026-07-31

TPL TEXAS PACIFIC LAND CORPORATI1.7K shares13.73%2026-06-302026-07-31

XBI SPDR SERIES TRUST4.7K shares0.08%2026-06-302026-07-31

Sponsored

VB VANGUARD INDEX FDS2.4K shares3.03%2026-06-302026-07-31

KDP KEURIG DR PEPPER INC22.4K shares4.54%2026-06-302026-07-31

AVIG AMERICAN CENTY ETF TR17.6K shares33.05%2026-06-302026-07-31

ISHARES TR ISHARES TR7.3K shares8.13%2026-06-302026-07-31

HAS HASBRO INC8.7K shares-0.60%2026-06-302026-07-31

CCI CROWN CASTLE INC9.5K shares4.77%2026-06-302026-07-31

PSA PUBLIC STORAGE2.3K shares0.58%2026-06-302026-07-31

CTRI CENTURI HOLDINGS INC23.7K shares13.96%2026-06-302026-07-31

Sponsored

CPAI NORTHERN LTS FD TR III13.7K shares61.17%2026-06-302026-07-31

SMH VANECK ETF TRUST1.1K shares-28.07%2026-06-302026-07-31

NKE NIKE INC17.0K shares39.79%2026-06-302026-07-31

SPDR SERIES TRUST SPDR SERIES TRUST7.9K shares-0.05%2026-06-302026-07-31

PFG PRINCIPAL FINANCIAL GROUP IN6.4K shares-2.31%2026-06-302026-07-31

OHI OMEGA HEALTHCARE INVS INC14.5K shares3.98%2026-06-302026-07-31

QQQM INVESCO EXCH TRADED FD TR II2.3K shares124.13%2026-06-302026-07-31

SRE SEMPRA7.3K shares3.52%2026-06-302026-07-31

Sponsored

MPC MARATHON PETE CORP2.6K shares-2.23%2026-06-302026-07-31

CGSD CAPITAL GRP FIXED INCM ETF T26.0K shares11.43%2026-06-302026-07-31

AEP AMERICAN ELEC PWR CO INC4.9K shares7.72%2026-06-302026-07-31

VUSB VANGUARD BD INDEX FDS13.3K shares99.10%2026-06-302026-07-31

FTCS FIRST TR EXCHANGE-TRADED ALP7.0K shares-6.04%2026-06-302026-07-31

SPYG SPDR SERIES TRUST5.4K shares-7.64%2026-06-302026-07-31

SPYV SPDR SERIES TRUST10.4K shares-6.22%2026-06-302026-07-31

FREEPORT MCMORAN INC FREEPORT MCMORAN INC10.0K shares-5.79%2026-06-302026-07-31

Sponsored

SCHA SCHWAB STRATEGIC TR17.2K shares-0.44%2026-06-302026-07-31

MTUM ISHARES TR1.8K shares1.00%2026-06-302026-07-31

ROST ROSS STORES INC2.9K shares2.82%2026-06-302026-07-31

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION4.2K shares-12.18%2026-06-302026-07-31

VBK VANGUARD INDEX FDS1.7K shares-1.11%2026-06-302026-07-31

BMN BLACKROCK 2037 MUNICIPAL TAR24.0K shares0.00%2026-06-302026-07-31

F FORD MTR CO44.0K shares0.75%2026-06-302026-07-31

CGIE CAPITAL GROUP INTERNATIONAL16.4K shares0.00%2026-06-302026-07-31

Sponsored

WELL WELLTOWER INC2.6K shares3.01%2026-06-302026-07-31

IJUL INNOVATOR ETFS TRUST16.6K shares0.00%2026-06-302026-07-31

GRMN GARMIN LTD2.5K shares1.50%2026-06-302026-07-31

VXUS VANGUARD STAR FDS6.9K shares0.98%2026-06-302026-07-31

PAUG INNOVATOR ETFS TRUST12.9K shares-4.54%2026-06-302026-07-31

CDW CDW CORP4.2K shares12.56%2026-06-302026-07-31

IBDR ISHARES TR24.1K shares49.08%2026-06-302026-07-31

HBAN HUNTINGTON BANCSHARES INC32.6K shares1.49%2026-06-302026-07-31

Sponsored

NVO NOVO-NORDISK A S12.1K shares8.08%2026-06-302026-07-31

GLXY GALAXY DIGITAL INC.21.1K shares0.00%2026-06-302026-07-31

GSK PLC GSK PLC11.0K shares-1.69%2026-06-302026-07-31

LNC LINCOLN NATL CORP IND16.2K shares1.19%2026-06-302026-07-31

O REALTY INCOME CORP9.2K shares-1.01%2026-06-302026-07-31

ADSK AUTODESK INC2.9K shares0.93%2026-06-302026-07-31

ODFL OLD DOMINION FREIGHT LINE IN2.6K shares15.07%2026-06-302026-07-31

IJK ISHARES TR4.8K shares0.00%2026-06-302026-07-31

Sponsored

BKNG BOOKING HOLDINGS INC3.2K shares4856.25%2026-06-302026-07-31

VCIT VANGUARD SCOTTSDALE FDS6.8K shares-17.64%2026-06-302026-07-31

BEPC BROOKFIELD RENEWABLE CORP15.2K shares-0.72%2026-06-302026-07-31

VRTX VERTEX PHARMACEUTICALS INC1.1K shares3.66%2026-06-302026-07-31

DG DOLLAR GEN CORP4.9K shares-0.88%2026-06-302026-07-31

ASTRAZENECA PLC ASTRAZENECA PLC3.0K shares0.00%2026-06-302026-07-31

SDY SPDR SERIES TRUST3.7K shares-3.50%2026-06-302026-07-31

IDA IDACORP INC3.7K shares4.15%2026-06-302026-07-31

Sponsored

TROW PRICE T ROWE GROUP INC4.9K shares-5.75%2026-06-302026-07-31

VOE VANGUARD INDEX FDS2.8K shares-1.42%2026-06-302026-07-31

VEU VANGUARD INTL EQUITY INDEX F6.6K shares-2.70%2026-06-302026-07-31

PH PARKER-HANNIFIN CORP552 shares19.74%2026-06-302026-07-31

ISRG INTUITIVE SURGICAL INC1.4K shares136.65%2026-06-302026-07-31

INOD INNODATA INC7.0K shares-7.28%2026-06-302026-07-31

UBER UBER TECHNOLOGIES INC7.3K sharesnew addition2026-06-302026-07-31

JBND J P MORGAN EXCHANGE TRADED F9.8K sharesnew addition2026-06-302026-07-31

Sponsored

DFNM DIMENSIONAL ETF TRUST10.9K shares0.71%2026-06-302026-07-31

ROK ROCKWELL AUTOMATION INC1.1K shares-0.47%2026-06-302026-07-31

WMB WILLIAMS COS INC7.1K shares-2.32%2026-06-302026-07-31

IOCT INNOVATOR ETFS TRUST14.1K shares0.00%2026-06-302026-07-31

XHB SPDR SERIES TRUST4.5K shares-3.25%2026-06-302026-07-31

NWE NORTHWESTERN ENERGY GROUP IN7.2K shares-0.61%2026-06-302026-07-31

IYW ISHARES TR2.0K shares0.00%2026-06-302026-07-31

CTSH COGNIZANT TECHNOLOGY SOLUTIO13.3K shares28.87%2026-06-302026-07-31

Sponsored

PMAR INNOVATOR ETFS TRUST10.7K shares0.00%2026-06-302026-07-31

NUV NUVEEN MUN VALUE FD INC55.3K shares3.57%2026-06-302026-07-31

DRSK ETF SER SOLUTIONS17.7K shares-7.98%2026-06-302026-07-31

ADI ANALOG DEVICES INC1.3K shares28.54%2026-06-302026-07-31

CHD CHURCH & DWIGHT CO INC5.2K shares-9.43%2026-06-302026-07-31

UL UNILEVER PLC8.4K shares3.79%2026-06-302026-07-31

DEO DIAGEO PLC6.2K shares-14.31%2026-06-302026-07-31

PAYX PAYCHEX INC5.1K shares6.23%2026-06-302026-07-31

Sponsored

CGBL CAPITAL GROUP CORE BALANCED13.1K shares7.48%2026-06-302026-07-31

ALL ALLSTATE CORP2.1K shares0.05%2026-06-302026-07-31

SHOP SHOPIFY INC4.2K shares-0.31%2026-06-302026-07-31

ED CONSOLIDATED EDISON INC4.3K shares-2.20%2026-06-302026-07-31

FDBC FIDELITY D & D BANCORP INC9.2K shares-16.59%2026-06-302026-07-31

SCHG SCHWAB STRATEGIC TR13.9K sharesnew addition2026-06-302026-07-31

DOMINOS PIZZA INC DOMINOS PIZZA INC1.6K sharesnew addition2026-06-302026-07-31

SCHO SCHWAB STRATEGIC TR19.3K shares-0.37%2026-06-302026-07-31

Sponsored

CME CME GROUP INC2.1K shares4.10%2026-06-302026-07-31

FI FISERV INC9.4K shares4.58%2026-06-302026-07-31

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.9K shares-0.90%2026-06-302026-07-31

ELV ELEVANCE HEALTH INC FORMERLY1.2K shares-18.00%2026-06-302026-07-31

RUNN STRATEGIC TRUST14.1K shares2.68%2026-06-302026-07-31

FFC FLAHERTY & CRUMRIN PFD & INM28.0K shares-0.71%2026-06-302026-07-31

BSCY INVESCO EXCH TRD SLF IDX FD22.1K shares54.61%2026-06-302026-07-31

WST WEST PHARMACEUTICAL SVSC INC1.3K shares-2.61%2026-06-302026-07-31

Sponsored

PTIN PACER FDS TR12.4K shares0.00%2026-06-302026-07-31

EJAN INNOVATOR ETFS TRUST12.6K shares0.00%2026-06-302026-07-31

IBTH ISHARES TR20.1K shares0.64%2026-06-302026-07-31

RFG INVESCO EXCHANGE TRADED FD T6.9K shares0.01%2026-06-302026-07-31

DJT TRUMP MEDIA & TECHNOLOGY GRO57.4K shares0.00%2026-06-302026-07-31

IBB ISHARES TR2.3K shares0.00%2026-06-302026-07-31

VTHR VANGUARD SCOTTSDALE FDS1.3K shares0.08%2026-06-302026-07-31

XMLV INVESCO DB COMMDY INDX TRCK6.6K shares0.72%2026-06-302026-07-31

Sponsored

VDC VANGUARD WORLD FD1.9K shares0.31%2026-06-302026-07-31

IBTJ ISHARES TR19.7K shares-0.62%2026-06-302026-07-31

MKC MCCORMICK & CO INC8.5K shares1.82%2026-06-302026-07-31

AVLV AMERICAN CENTY ETF TR4.7K shares-4.19%2026-06-302026-07-31

MMC MARSH & MCLENNAN COS INC2.5K shares-3.23%2026-06-302026-07-31

XYL XYLEM INC3.6K shares2.69%2026-06-302026-07-31

WPC WP CAREY INC5.9K shares0.14%2026-06-302026-07-31

YUM YUM BRANDS INC2.6K shares0.04%2026-06-302026-07-31

Sponsored

IBTI ISHARES TR18.8K shares0.61%2026-06-302026-07-31

DFCF DIMENSIONAL ETF TRUST9.9K shares0.65%2026-06-302026-07-31

GPIX GOLDMAN SACHS ETF TR7.5K shares13.13%2026-06-302026-07-31

BEN FRANKLIN RESOURCES INC12.5K shares1.31%2026-06-302026-07-31

EOG EOG RES INC3.2K shares-0.62%2026-06-302026-07-31

IBTK ISHARES TR21.3K shares0.62%2026-06-302026-07-31

CTAS CINTAS CORP2.4K shares-7.50%2026-06-302026-07-31

NAPR INNOVATOR ETFS TRUST7.0K shares0.00%2026-06-302026-07-31

Sponsored

FMHI FIRST TR EXCH TRADED FD III8.4K shares77.99%2026-06-302026-07-31

TEL TE CONNECTIVITY PLC2.0K shares0.30%2026-06-302026-07-31

GOF GUGGENHEIM STRATEGIC OPPORTU36.7K shares-3.70%2026-06-302026-07-31

IBTL ISHARES TR19.8K shares0.68%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T

-0.68%

Shares403.1K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

6.59%

Shares203.3K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO ACTIVELY MANAGED EXC

2.26%

Shares90.8K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.77%

Shares103.2K

Event2026-06-30

Filed2026-07-31

SPTM

SPDR SERIES TRUST

2.48%

Shares372.5K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

0.29%

Shares111.3K

Event2026-06-30

Filed2026-07-31

BIL

SPDR SERIES TRUST

3.01%

Shares350.7K

Event2026-06-30

Filed2026-07-31

VSLU

ETF OPPORTUNITIES TRUST

9.16%

Shares672.4K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

9.41%

Shares96.0K

Event2026-06-30

Filed2026-07-31

BUFZ

FIRST TR EXCHNG TRADED FD VI

7.06%

Shares943.8K

Event2026-06-30

Filed2026-07-31

CWI

SPDR INDEX SHS FDS

1.86%

Shares628.9K

Event2026-06-30

Filed2026-07-31

JPST

J P MORGAN EXCHANGE TRADED F

0.37%

Shares476.8K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

2.06%

Shares58.9K

Event2026-06-30

Filed2026-07-31

DFAU

DIMENSIONAL ETF TRUST

4.78%

Shares402.4K

Event2026-06-30

Filed2026-07-31

SCHX

SCHWAB STRATEGIC TR

-4.20%

Shares631.0K

Event2026-06-30

Filed2026-07-31

DFAI

DIMENSIONAL ETF TRUST

6.98%

Shares445.0K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-0.42%

Shares49.5K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

0.45%

Shares14.2K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

-0.88%

Shares84.4K

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

-5.13%

Shares21.8K

Event2026-06-30

Filed2026-07-31

BBJP

J P MORGAN EXCHANGE TRADED F

3.25%

Shares208.0K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-1.48%

Shares41.8K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

-0.55%

Shares44.3K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

-1.88%

Shares99.2K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

-7.75%

Shares37.4K

Event2026-06-30

Filed2026-07-31

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares841.4K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

-1.51%

Shares114.6K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

-2.36%

Shares11.2K

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES TR

1.70%

Shares53.9K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

-1.58%

Shares100.0K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

2.10%

Shares20.6K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-3.20%

Shares43.6K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

1.91%

Shares173.1K

Event2026-06-30

Filed2026-07-31

BUFR

FIRST TR EXCHNG TRADED FD VI

10.68%

Shares266.8K

Event2026-06-30

Filed2026-07-31

BBIN

J P MORGAN EXCHANGE TRADED F

9.46%

Shares120.6K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

-1.03%

Shares71.5K

Event2026-06-30

Filed2026-07-31

ISHARES TR

0.19%

Shares11.9K

Event2026-06-30

Filed2026-07-31

DFAE

DIMENSIONAL ETF TRUST

6.16%

Shares219.3K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

12.15%

Shares7.6K

Event2026-06-30

Filed2026-07-31

CGMU

CAPITAL GRP FIXED INCM ETF T

-1.01%

Shares317.9K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

-3.62%

Shares121.2K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

0.42%

Shares33.0K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

-0.00%

Shares32.7K

Event2026-06-30

Filed2026-07-31

SPAB

SPDR SERIES TRUST

3.72%

Shares304.9K

Event2026-06-30

Filed2026-07-31

KLAC

KLA CORP

868.36%

Shares25.8K

Event2026-06-30

Filed2026-07-31

QUALYS INC

1.64%

Shares10.7K

Event2026-06-30

Filed2026-07-31

SCHM

SCHWAB STRATEGIC TR

-3.49%

Shares208.0K

Event2026-06-30

Filed2026-07-31

CMI

CUMMINS INC

-1.42%

Shares10.7K

Event2026-06-30

Filed2026-07-31

PNC

PNC FINL SVCS GROUP INC

-0.85%

Shares31.1K

Event2026-06-30

Filed2026-07-31

BUFD

FIRST TR EXCHNG TRADED FD VI

12.38%

Shares255.3K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

1.04%

Shares26.7K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

1.26%

Shares54.0K

Event2026-06-30

Filed2026-07-31

BALT

INNOVATOR ETFS TRUST

229.13%

Shares204.6K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

-4.04%

Shares16.0K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

-8.05%

Shares50.4K

Event2026-06-30

Filed2026-07-31

BND

VANGUARD BD INDEX FDS

-2.78%

Shares92.5K

Event2026-06-30

Filed2026-07-31

SPBO

SPDR SERIES TRUST

14.99%

Shares231.7K

Event2026-06-30

Filed2026-07-31

XLRE

SELECT SECTOR SPDR TR

13.02%

Shares150.8K

Event2026-06-30

Filed2026-07-31

NOBL

PROSHARES TR

107.65%

Shares115.9K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

-3.22%

Shares38.1K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

0.32%

Shares145.4K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

2.54%

Shares16.1K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

-2.05%

Shares78.7K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

0.77%

Shares73.2K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

-0.01%

Shares8.6K

Event2026-06-30

Filed2026-07-31

ICSH

ISHARES TR

29.49%

Shares116.4K

Event2026-06-30

Filed2026-07-31

AFL

AFLAC INC

0.89%

Shares48.6K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

2.86%

Shares38.4K

Event2026-06-30

Filed2026-07-31

VISA INC

-0.71%

Shares16.4K

Event2026-06-30

Filed2026-07-31

RAYONIER ADVANCED MATLS INC

0.58%

Shares29.3K

Event2026-06-30

Filed2026-07-31

LEAD

SIREN ETF TR

3.13%

Shares58.6K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD WORLD FD

714.34%

Shares44.8K

Event2026-06-30

Filed2026-07-31

REGL

PROSHARES TR

-0.91%

Shares55.8K

Event2026-06-30

Filed2026-07-31

MINT

PIMCO ETF TR

1.18%

Shares49.1K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

23.14%

Shares17.8K

Event2026-06-30

Filed2026-07-31

SPMD

SPDR SERIES TRUST

13.29%

Shares70.3K

Event2026-06-30

Filed2026-07-31

WASTE MGMT INC DEL

2.15%

Shares21.3K

Event2026-06-30

Filed2026-07-31

BTT

BLACKROCK MUN TARGET TERM TR

1.51%

Shares208.0K

Event2026-06-30

Filed2026-07-31

DFAS

DIMENSIONAL ETF TRUST

5.94%

Shares55.4K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

-1.25%

Shares12.6K

Event2026-06-30

Filed2026-07-31

TGT

TANGO THERAPEUTICS INC

-1.45%

Shares33.7K

Event2026-06-30

Filed2026-07-31

VLO

VALERO ENERGY CORP

-7.49%

Shares16.7K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

5.97%

Shares18.4K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

-2.19%

Shares8.5K

Event2026-06-30

Filed2026-07-31

ASML

ASML HLDG NV

-8.99%

Shares2.2K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

15.83%

Shares8.3K

Event2026-06-30

Filed2026-07-31

SPSM

SPDR SERIES TRUST

3.52%

Shares74.1K

Event2026-06-30

Filed2026-07-31

JMUB

J P MORGAN EXCHANGE TRADED F

5.02%

Shares83.7K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

0.16%

Shares48.3K

Event2026-06-30

Filed2026-07-31

CBU

COMMUNITY FINANCIAL SYSTEM I

0.11%

Shares63.0K

Event2026-06-30

Filed2026-07-31

CGDG

CAPITAL GROUP DIVIDEND GROWE

31.34%

Shares112.3K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

-12.48%

Shares7.1K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

0.53%

Shares27.8K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD T

-1.21%

Shares19.1K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

-1.08%

Shares13.6K

Event2026-06-30

Filed2026-07-31

PRF

INVESCO EXCHANGE TRADED FD T

6.30%

Shares74.9K

Event2026-06-30

Filed2026-07-31

XLV

SELECT SECTOR SPDR TR

4.83%

Shares25.3K

Event2026-06-30

Filed2026-07-31

DEERE & CO

0.67%

Shares6.3K

Event2026-06-30

Filed2026-07-31

WORLD FDS TR

-2.81%

Shares48.6K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

-5.91%

Shares20.8K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

0.14%

Shares11.2K

Event2026-06-30

Filed2026-07-31

CGDV

CAPITAL GROUP DIVIDEND VALUE

-3.69%

Shares77.0K

Event2026-06-30

Filed2026-07-31

PPL CORP

0.63%

Shares104.0K

Event2026-06-30

Filed2026-07-31

DIVO

AMPLIFY ETF TR

-1.66%

Shares82.2K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

-4.27%

Shares8.9K

Event2026-06-30

Filed2026-07-31

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-06-30

Filed2026-07-31

ORACLE CORP

2.73%

Shares25.5K

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

-1.58%

Shares64.8K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

-1.09%

Shares4.0K

Event2026-06-30

Filed2026-07-31

MBB

ISHARES TR

7.29%

Shares39.4K

Event2026-06-30

Filed2026-07-31

JPEM

J P MORGAN EXCHANGE TRADED F

8.91%

Shares59.2K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

2.33%

Shares8.6K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

6.80%

Shares10.2K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

0.15%

Shares34.4K

Event2026-06-30

Filed2026-07-31

JPIB

J P MORGAN EXCHANGE TRADED F

13.48%

Shares71.5K

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

0.17%

Shares35.7K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

0.00%

Shares24.0K

Event2026-06-30

Filed2026-07-31

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares72.8K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

6.46%

Shares15.4K

Event2026-06-30

Filed2026-07-31

LQD

ISHARES TR

6.49%

Shares30.5K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

-1.17%

Shares18.0K

Event2026-06-30

Filed2026-07-31

BBUS

J P MORGAN EXCHANGE TRADED F

6.59%

Shares24.1K

Event2026-06-30

Filed2026-07-31

DELL

DELL TECHNOLOGIES INC

-8.25%

Shares7.5K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.48%

Shares6.8K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

-1.49%

Shares133.7K

Event2026-06-30

Filed2026-07-31

FENY

FIDELITY COVINGTON TRUST

0.23%

Shares106.3K

Event2026-06-30

Filed2026-07-31

XLI

SELECT SECTOR SPDR TR

0.30%

Shares17.0K

Event2026-06-30

Filed2026-07-31

CITIGROUP INC

-1.00%

Shares22.4K

Event2026-06-30

Filed2026-07-31

ISHARES TR

10.18%

Shares32.4K

Event2026-06-30

Filed2026-07-31

VXF

VANGUARD INDEX FDS

-0.01%

Shares12.5K

Event2026-06-30

Filed2026-07-31

3M CO

-1.35%

Shares18.8K

Event2026-06-30

Filed2026-07-31

APD

AIR PRODUCTS AND CHEMICALS I

0.36%

Shares10.1K

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS CORP

-2.89%

Shares8.3K

Event2026-06-30

Filed2026-07-31

CVS

CVS HEALTH CORP

-0.72%

Shares28.5K

Event2026-06-30

Filed2026-07-31

GILD

GILEAD SCIENCES INC

-0.74%

Shares23.3K

Event2026-06-30

Filed2026-07-31

AVIV

AMERICAN CENTY ETF TR

8.11%

Shares37.9K

Event2026-06-30

Filed2026-07-31

TRANSUNION

2.16%

Shares8.9K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

29.72%

Shares32.0K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

0.38%

Shares10.5K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

-1.82%

Shares88.7K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SVCS INC

0.36%

Shares26.1K

Event2026-06-30

Filed2026-07-31

WTRG

ESSENTIAL UTILS INC

1.41%

Shares73.1K

Event2026-06-30

Filed2026-07-31

SPSB

SPDR SERIES TRUST

16.72%

Shares92.7K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

-1.61%

Shares28.8K

Event2026-06-30

Filed2026-07-31

CGGO

CAPITAL GROUP GBL GROWTH EQT

42.57%

Shares64.1K

Event2026-06-30

Filed2026-07-31

SDVY

FIRST TR EXCHANGE TRADED FD

13.15%

Shares62.8K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

-10.54%

Shares6.4K

Event2026-06-30

Filed2026-07-31

ROP

ROPER TECHNOLOGIES INC

0.28%

Shares7.9K

Event2026-06-30

Filed2026-07-31

IEI

ISHARES TR

16.02%

Shares22.6K

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHN CORP

0.85%

Shares8.4K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

3.49%

Shares11.8K

Event2026-06-30

Filed2026-07-31

URI

UNITED RENTALS INC

-0.22%

Shares2.2K

Event2026-06-30

Filed2026-07-31

STT

STATE STR CORP

0.77%

Shares14.5K

Event2026-06-30

Filed2026-07-31

ADOBE INC

0.75%

Shares12.0K

Event2026-06-30

Filed2026-07-31

SPTI

SPDR SERIES TRUST

12.52%

Shares86.7K

Event2026-06-30

Filed2026-07-31

AWK

AMERICAN WTR WKS CO INC NEW

-0.35%

Shares18.6K

Event2026-06-30

Filed2026-07-31

PDEC

INNOVATOR ETFS TRUST

-2.05%

Shares53.0K

Event2026-06-30

Filed2026-07-31

GENERAL MTRS CO

0.40%

Shares31.5K

Event2026-06-30

Filed2026-07-31

CGMS

CAPITAL GRP FIXED INCM ETF T

1.55%

Shares87.3K

Event2026-06-30

Filed2026-07-31

MAR

MARRIOTT INTL INC NEW

67.66%

Shares6.4K

Event2026-06-30

Filed2026-07-31

XLF

SELECT SECTOR SPDR TR

2.65%

Shares44.1K

Event2026-06-30

Filed2026-07-31

DRI

DARDEN RESTAURANTS INC

2.82%

Shares11.4K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

1.90%

Shares4.7K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

8.78%

Shares6.8K

Event2026-06-30

Filed2026-07-31

ITW

ILLINOIS TOOL WKS INC

0.31%

Shares8.4K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

-10.77%

Shares8.8K

Event2026-06-30

Filed2026-07-31

VCSH

VANGUARD SCOTTSDALE FDS

-8.32%

Shares28.2K

Event2026-06-30

Filed2026-07-31

CSX

CSX CORP

-0.50%

Shares46.8K

Event2026-06-30

Filed2026-07-31

AVUV

AMERICAN CENTY ETF TR

4.56%

Shares17.8K

Event2026-06-30

Filed2026-07-31

AT&T INC

-0.42%

Shares103.9K

Event2026-06-30

Filed2026-07-31

SMDV

PROSHARES TR

0.28%

Shares27.9K

Event2026-06-30

Filed2026-07-31

SYY

SYSCO CORP

1.41%

Shares25.6K

Event2026-06-30

Filed2026-07-31

TOTL

SSGA ACTIVE ETF TR

-3.88%

Shares54.0K

Event2026-06-30

Filed2026-07-31

COF

CAPITAL ONE FINL CORP

4.37%

Shares10.5K

Event2026-06-30

Filed2026-07-31

ENB

ENBRIDGE INC

-0.85%

Shares38.9K

Event2026-06-30

Filed2026-07-31

SPTL

SPDR SERIES TRUST

15.31%

Shares80.1K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

2.25%

Shares25.2K

Event2026-06-30

Filed2026-07-31

ENERGY TRANSFER L P

0.29%

Shares108.6K

Event2026-06-30

Filed2026-07-31

GBIL

GOLDMAN SACHS ETF TR

12.41%

Shares20.7K

Event2026-06-30

Filed2026-07-31

XLP

SELECT SECTOR SPDR TR

5.14%

Shares25.0K

Event2026-06-30

Filed2026-07-31

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares41.7K

Event2026-06-30

Filed2026-07-31

TFC

TRUIST FINL CORP

1.16%

Shares40.8K

Event2026-06-30

Filed2026-07-31

SPIP

SPDR SERIES TRUST

16.72%

Shares78.9K

Event2026-06-30

Filed2026-07-31

KMB

KIMBERLY-CLARK CORP

4.62%

Shares18.4K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

0.91%

Shares2.0K

Event2026-06-30

Filed2026-07-31

HPQ

HP INC

3.31%

Shares91.8K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

332.36%

Shares24.7K

Event2026-06-30

Filed2026-07-31

AMERIPRISE FINL INC

3.27%

Shares4.3K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

-2.63%

Shares19.4K

Event2026-06-30

Filed2026-07-31

QTEC

FIRST TR EXCHANGE-TRADED FD

-1.32%

Shares5.9K

Event2026-06-30

Filed2026-07-31

PSX

PHILLIPS 66

0.11%

Shares11.7K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

-0.07%

Shares27.2K

Event2026-06-30

Filed2026-07-31

PEG

PUBLIC SVC ENTERPRISE GROUP

1.65%

Shares23.9K

Event2026-06-30

Filed2026-07-31

MTB

M & T BK CORP

0.37%

Shares8.2K

Event2026-06-30

Filed2026-07-31

CHUBB LIMITED

1.75%

Shares5.7K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

-5.04%

Shares3.6K

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW

0.94%

Shares12.3K

Event2026-06-30

Filed2026-07-31

QNITY ELECTRONICS INC

-1.05%

Shares11.4K

Event2026-06-30

Filed2026-07-31

SNDK

SANDISK CORP

New

Shares815

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING IN

0.65%

Shares8.2K

Event2026-06-30

Filed2026-07-31

TRANE TECHNOLOGIES PLC

7.08%

Shares3.7K

Event2026-06-30

Filed2026-07-31

BOEING CO

-0.97%

Shares8.4K

Event2026-06-30

Filed2026-07-31

DHR

DANAHER CORP DEL

1.53%

Shares9.5K

Event2026-06-30

Filed2026-07-31

MCK

MCKESSON CORP

5.01%

Shares2.4K

Event2026-06-30

Filed2026-07-31

RAA

ETF OPPORTUNITIES TRUST

97.19%

Shares60.5K

Event2026-06-30

Filed2026-07-31

VNQ

VANGUARD INDEX FDS

-0.10%

Shares18.4K

Event2026-06-30

Filed2026-07-31

XLE

SELECT SECTOR SPDR TR

0.27%

Shares33.3K

Event2026-06-30

Filed2026-07-31

CEG

CONSTELLATION ENERGY CORP

17.58%

Shares7.1K

Event2026-06-30

Filed2026-07-31

PPA

INVESCO EXCHANGE TRADED FD T

-1.65%

Shares10.0K

Event2026-06-30

Filed2026-07-31

PPG

PPG INDS INC

-2.61%

Shares14.3K

Event2026-06-30

Filed2026-07-31

UGI

UGI CORP NEW

1.44%

Shares50.2K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

1.42%

Shares4.6K

Event2026-06-30

Filed2026-07-31

SELECT SECTOR SPDR TR

5.51%

Shares38.2K

Event2026-06-30

Filed2026-07-31

JMST

J P MORGAN EXCHANGE TRADED F

2.66%

Shares33.8K

Event2026-06-30

Filed2026-07-31

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

0.79%

Shares13.5K

Event2026-06-30

Filed2026-07-31

CGUS

CAPITAL GROUP CORE EQUITY ET

15.67%

Shares37.9K

Event2026-06-30

Filed2026-07-31

FNDX

SCHWAB STRATEGIC TR

0.38%

Shares53.9K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

-6.35%

Shares10.6K

Event2026-06-30

Filed2026-07-31

CIBR

FIRST TR EXCHANGE-TRADED FD

-1.59%

Shares18.1K

Event2026-06-30

Filed2026-07-31

POCT

INNOVATOR ETFS TRUST

0.00%

Shares35.0K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

292.60%

Shares13.0K

Event2026-06-30

Filed2026-07-31

ICE

INTERCONTINENTAL EXCHANGE IN

-3.65%

Shares13.2K

Event2026-06-30

Filed2026-07-31

BIIB

BIOGEN INC

-2.44%

Shares7.5K

Event2026-06-30

Filed2026-07-31

NJR

NEW JERSEY RES CORP

-1.00%

Shares28.5K

Event2026-06-30

Filed2026-07-31

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares35.9K

Event2026-06-30

Filed2026-07-31

SEAGATE TECHNOLOGY HLDNGS PL

1.17%

Shares1.6K

Event2026-06-30

Filed2026-07-31

MET

METLIFE INC

-0.10%

Shares18.7K

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

0.30%

Shares19.0K

Event2026-06-30

Filed2026-07-31

BLACKSTONE INC

1.34%

Shares13.3K

Event2026-06-30

Filed2026-07-31

NOCT

INNOVATOR ETFS TRUST

-21.95%

Shares24.9K

Event2026-06-30

Filed2026-07-31

GPC

GENUINE PARTS CO

5.62%

Shares13.1K

Event2026-06-30

Filed2026-07-31

CLX

CLOROX CO DEL

26.70%

Shares16.1K

Event2026-06-30

Filed2026-07-31

CONSTELLATION BRANDS INC

-2.98%

Shares11.0K

Event2026-06-30

Filed2026-07-31

XLY

SELECT SECTOR SPDR TR

-0.34%

Shares13.0K

Event2026-06-30

Filed2026-07-31

AVES

AMERICAN CENTY ETF TR

8.42%

Shares23.1K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

502.75%

Shares17.5K

Event2026-06-30

Filed2026-07-31

MGK

VANGUARD WORLD FD

363.39%

Shares17.1K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

-19.67%

Shares7.8K

Event2026-06-30

Filed2026-07-31

S&P GLOBAL INC

-1.15%

Shares3.6K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

9.38%

Shares18.8K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

-23.91%

Shares1.3K

Event2026-06-30

Filed2026-07-31

ALB

ALBEMARLE CORP

-11.41%

Shares10.9K

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD TR

-0.36%

Shares19.2K

Event2026-06-30

Filed2026-07-31

BDX

BECTON DICKINSON & CO

6.45%

Shares9.6K

Event2026-06-30

Filed2026-07-31

SPIB

SPDR SERIES TRUST

6.32%

Shares43.1K

Event2026-06-30

Filed2026-07-31

SPACE EXPLORATION TECHN CORP

New

Shares8.3K

Event2026-06-30

Filed2026-07-31

FXO

FIRST TR EXCHANGE-TRADED FD

0.21%

Shares22.8K

Event2026-06-30

Filed2026-07-31

HSY

HERSHEY CO

1.42%

Shares8.1K

Event2026-06-30

Filed2026-07-31

IBDT

ISHARES TR

22.97%

Shares56.0K

Event2026-06-30

Filed2026-07-31

PRU

PRUDENTIAL FINL INC

3.05%

Shares13.1K

Event2026-06-30

Filed2026-07-31

DIA

STATE STR SPDR DOW JONES IND

-6.80%

Shares2.7K

Event2026-06-30

Filed2026-07-31

AMT

AMERICAN TOWER CORP

-0.31%

Shares8.6K

Event2026-06-30

Filed2026-07-31

DHI

D R HORTON INC

2.70%

Shares8.6K

Event2026-06-30

Filed2026-07-31

PFF

ISHARES TR

-5.67%

Shares45.7K

Event2026-06-30

Filed2026-07-31

AVMC

AMERICAN CENTY ETF TR

4.33%

Shares17.1K

Event2026-06-30

Filed2026-07-31

IBDS

ISHARES TR

21.50%

Shares56.7K

Event2026-06-30

Filed2026-07-31

IBDU

ISHARES TR

23.82%

Shares59.1K

Event2026-06-30

Filed2026-07-31

WAB

WABTEC

0.38%

Shares5.1K

Event2026-06-30

Filed2026-07-31

ATO

ATMOS ENERGY CORP

-0.50%

Shares7.8K

Event2026-06-30

Filed2026-07-31

CORTEVA INC

-0.84%

Shares15.9K

Event2026-06-30

Filed2026-07-31

USB

US BANCORP

-0.73%

Shares22.2K

Event2026-06-30

Filed2026-07-31

USMV

ISHARES TR

0.99%

Shares13.8K

Event2026-06-30

Filed2026-07-31

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares31.2K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

-0.97%

Shares5.4K

Event2026-06-30

Filed2026-07-31

LST

MANAGED PORTFOLIO SER

-2.44%

Shares28.1K

Event2026-06-30

Filed2026-07-31

INCY

INCYTE CORP

5.68%

Shares11.4K

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES INC

21.55%

Shares11.1K

Event2026-06-30

Filed2026-07-31

NVS

NOVARTIS AG

0.96%

Shares8.2K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

4.07%

Shares1.3K

Event2026-06-30

Filed2026-07-31

CGHM

CAPITAL GRP FIXED INCM ETF T

17.80%

Shares48.9K

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC IRELAND

14.41%

Shares10.1K

Event2026-06-30

Filed2026-07-31

IBDV

ISHARES TR

26.64%

Shares57.4K

Event2026-06-30

Filed2026-07-31

PGR

PROGRESSIVE CORP

-8.90%

Shares5.7K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

2.62%

Shares3.9K

Event2026-06-30

Filed2026-07-31

INTU

INTUIT

6.21%

Shares4.6K

Event2026-06-30

Filed2026-07-31

ICLO

INVESCO ACTIVELY MANAGED EXC

0.78%

Shares45.5K

Event2026-06-30

Filed2026-07-31

MRVL

MARVELL TECHNOLOGY INC

3.71%

Shares3.9K

Event2026-06-30

Filed2026-07-31

CARR

CARRIER GLOBAL CORPORATION

-5.76%

Shares15.7K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

6.47%

Shares16.1K

Event2026-06-30

Filed2026-07-31

CMCSA

COMCAST CORP NEW

22.17%

Shares46.1K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

0.24%

Shares19.0K

Event2026-06-30

Filed2026-07-31

DLR

DIGITAL RLTY TR INC

-0.63%

Shares6.3K

Event2026-06-30

Filed2026-07-31

FNF

FIDELITY NATL FINL INC

0.39%

Shares23.7K

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

15.30%

Shares10.4K

Event2026-06-30

Filed2026-07-31

SNOWFLAKE INC

15.39%

Shares4.4K

Event2026-06-30

Filed2026-07-31

INTERNATIONAL PAPER CO

-2.25%

Shares29.0K

Event2026-06-30

Filed2026-07-31

KJUL

INNOVATOR ETFS TRUST

0.00%

Shares32.5K

Event2026-06-30

Filed2026-07-31

OKE

ONEOK INC NEW

2.05%

Shares12.7K

Event2026-06-30

Filed2026-07-31

APH

AMPHENOL CORP

-6.24%

Shares6.3K

Event2026-06-30

Filed2026-07-31

SOXX

ISHARES TR

-2.50%

Shares1.7K

Event2026-06-30

Filed2026-07-31

IHDG

WISDOMTREE TR

1.34%

Shares20.9K

Event2026-06-30

Filed2026-07-31

FDX

FEDEX CORP

-0.40%

Shares3.5K

Event2026-06-30

Filed2026-07-31

POR

PORTLAND GEN ELEC CO

0.66%

Shares20.9K

Event2026-06-30

Filed2026-07-31

IBDW

ISHARES TR

31.56%

Shares52.0K

Event2026-06-30

Filed2026-07-31

DFAX

DIMENSIONAL ETF TRUST

4.66%

Shares29.3K

Event2026-06-30

Filed2026-07-31

SHW

SHERWIN WILLIAMS CO

-0.35%

Shares3.1K

Event2026-06-30

Filed2026-07-31

CBRE

CBRE GROUP INC

2.87%

Shares8.0K

Event2026-06-30

Filed2026-07-31

XLC

SELECT SECTOR SPDR TR

1.02%

Shares10.0K

Event2026-06-30

Filed2026-07-31

TIP

ISHARES TR

0.88%

Shares9.7K

Event2026-06-30

Filed2026-07-31

REGN

REGENERON PHARMACEUTICALS

2.39%

Shares1.7K

Event2026-06-30

Filed2026-07-31

ZOETIS INC

-4.42%

Shares14.5K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-31

DOMINION ENERGY INC

-0.92%

Shares15.1K

Event2026-06-30

Filed2026-07-31

VRT

VERTIV HOLDINGS CO

-4.13%

Shares3.1K

Event2026-06-30

Filed2026-07-31

KKR

KKR & CO INC

8.94%

Shares11.1K

Event2026-06-30

Filed2026-07-31

NUE

NUCOR CORP

-0.22%

Shares4.6K

Event2026-06-30

Filed2026-07-31

IBDX

ISHARES TR

34.56%

Shares40.0K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

-3.30%

Shares4.1K

Event2026-06-30

Filed2026-07-31

BSMS

INVESCO EXCH TRD SLF IDX FD

130.73%

Shares42.2K

Event2026-06-30

Filed2026-07-31

BSMR

INVESCO EXCH TRD SLF IDX FD

130.39%

Shares41.8K

Event2026-06-30

Filed2026-07-31

IBDY

ISHARES TR

33.23%

Shares38.3K

Event2026-06-30

Filed2026-07-31

BSMW

INVESCO EXCH TRD SLF IDX FD

132.06%

Shares39.2K

Event2026-06-30

Filed2026-07-31

BSSX

INVESCO EXCH TRD SLF IDX FD

131.73%

Shares38.2K

Event2026-06-30

Filed2026-07-31

BSMQ

INVESCO EXCH TRD SLF IDX FD

130.75%

Shares41.8K

Event2026-06-30

Filed2026-07-31

BSMU

INVESCO EXCH TRD SLF IDX FD

131.25%

Shares44.9K

Event2026-06-30

Filed2026-07-31

BSMT

INVESCO EXCH TRD SLF IDX FD

131.25%

Shares42.7K

Event2026-06-30

Filed2026-07-31

BSMV

INVESCO EXCH TRD SLF IDX FD

131.49%

Shares46.8K

Event2026-06-30

Filed2026-07-31

EFG

ISHARES TR

-5.83%

Shares7.9K

Event2026-06-30

Filed2026-07-31

HYG

ISHARES TR

-5.43%

Shares12.2K

Event2026-06-30

Filed2026-07-31

AWR

AMER STATES WTR CO

-0.20%

Shares11.8K

Event2026-06-30

Filed2026-07-31

PCAR

PACCAR INC

7.10%

Shares8.1K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

0.05%

Shares6.2K

Event2026-06-30

Filed2026-07-31

ZSCALER INC

6.58%

Shares6.9K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN CORP

0.37%

Shares1.9K

Event2026-06-30

Filed2026-07-31

VFLO

VICTORY PORTFOLIOS II

0.52%

Shares21.1K

Event2026-06-30

Filed2026-07-31

DUPONT DE NEMOURS INC

New

Shares7.1K

Event2026-06-30

Filed2026-07-31

MDLZ

MONDELEZ INTL INC

0.34%

Shares16.7K

Event2026-06-30

Filed2026-07-31

BROADRIDGE FINL SOLUTIONS IN

9.30%

Shares7.0K

Event2026-06-30

Filed2026-07-31

APTIV PLC

0.86%

Shares15.6K

Event2026-06-30

Filed2026-07-31

COLGATE PALMOLIVE CO

1.47%

Shares10.3K

Event2026-06-30

Filed2026-07-31

IBMT

ISHARES TR

New

Shares36.6K

Event2026-06-30

Filed2026-07-31

IBMQ

ISHARES TR

New

Shares36.9K

Event2026-06-30

Filed2026-07-31

IBMR

ISHARES TR

New

Shares37.1K

Event2026-06-30

Filed2026-07-31

IBMS

ISHARES TR

New

Shares36.4K

Event2026-06-30

Filed2026-07-31

J P MORGAN EXCHANGE TRADED F

2.98%

Shares15.3K

Event2026-06-30

Filed2026-07-31

ADM

ARCHER DANIELS MIDLAND CO

-4.49%

Shares12.3K

Event2026-06-30

Filed2026-07-31

IBMP

ISHARES TR

New

Shares37.0K

Event2026-06-30

Filed2026-07-31

LHX

L3HARRIS TECHNOLOGIES INC

2.50%

Shares3.2K

Event2026-06-30

Filed2026-07-31

IBMO

ISHARES TR

New

Shares36.4K

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS INC

2.01%

Shares5.5K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

1.44%

Shares4.4K

Event2026-06-30

Filed2026-07-31

TSN

TYSON FOODS INC

2.89%

Shares16.2K

Event2026-06-30

Filed2026-07-31

CROWDSTRIKE HLDGS INC

-7.69%

Shares1.2K

Event2026-06-30

Filed2026-07-31

HONEYWELL INTL INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-31

HDV

ISHARES TR

395.26%

Shares32.9K

Event2026-06-30

Filed2026-07-31

DOW

DOW HLDGS INC

-2.22%

Shares32.9K

Event2026-06-30

Filed2026-07-31

CAH

CARDINAL HEALTH INC

0.26%

Shares3.8K

Event2026-06-30

Filed2026-07-31

HONEYWELL AEROSPACE INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-31

GIS

GENERAL MILLS INC

9.71%

Shares25.7K

Event2026-06-30

Filed2026-07-31

EXC

EXELON CORP

0.45%

Shares19.0K

Event2026-06-30

Filed2026-07-31

INCM

FRANKLIN TEMPLETON ETF TR

41.06%

Shares30.7K

Event2026-06-30

Filed2026-07-31

FXH

FIRST TR EXCHANGE-TRADED FD

0.07%

Shares7.2K

Event2026-06-30

Filed2026-07-31

IGV

ISHARES TR

101.90%

Shares9.6K

Event2026-06-30

Filed2026-07-31

BSMZ

INVESCO EXCH TRD SLF IDX FD

187.61%

Shares33.6K

Event2026-06-30

Filed2026-07-31

PAVE

GLOBAL X FDS

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-31

BSMY

INVESCO EXCH TRD SLF IDX FD

187.65%

Shares35.0K

Event2026-06-30

Filed2026-07-31

STLD

STEEL DYNAMICS INC

1.82%

Shares3.7K

Event2026-06-30

Filed2026-07-31

CGCB

CAPITAL GRP FIXED INCM ETF T

10.86%

Shares32.0K

Event2026-06-30

Filed2026-07-31

SHV

ISHARES TR

1.67%

Shares7.6K

Event2026-06-30

Filed2026-07-31

DVN

DEVON ENERGY CORP NEW

6.56%

Shares20.2K

Event2026-06-30

Filed2026-07-31

FDN

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-31

TPR

TAPESTRY INC

0.16%

Shares5.7K

Event2026-06-30

Filed2026-07-31

SERVICENOW INC

New

Shares8.3K

Event2026-06-30

Filed2026-07-31

SFLR

INNOVATOR ETFS TRUST

0.08%

Shares21.3K

Event2026-06-30

Filed2026-07-31

NJUL

INNOVATOR ETFS TRUST

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-31

DTE

DTE ENERGY CO

2.34%

Shares5.3K

Event2026-06-30

Filed2026-07-31

KAPR

INNOVATOR ETFS TRUST

-1.08%

Shares20.1K

Event2026-06-30

Filed2026-07-31

CGSM

CAPITAL GRP FIXED INCM ETF T

-63.00%

Shares30.3K

Event2026-06-30

Filed2026-07-31

EJUL

INNOVATOR ETFS TRUST

0.00%

Shares25.2K

Event2026-06-30

Filed2026-07-31

SPGP

INVESCO EXCHANGE TRADED FD T

-2.08%

Shares6.3K

Event2026-06-30

Filed2026-07-31

AJG

GALLAGHER ARTHUR J & CO

23.56%

Shares3.3K

Event2026-06-30

Filed2026-07-31

PFIS

PEOPLES FINL SVCS CORP

0.26%

Shares11.5K

Event2026-06-30

Filed2026-07-31

EPD

ENTERPRISE PRODS PARTNERS L

0.24%

Shares20.3K

Event2026-06-30

Filed2026-07-31

TPL

TEXAS PACIFIC LAND CORPORATI

13.73%

Shares1.7K

Event2026-06-30

Filed2026-07-31

XBI

SPDR SERIES TRUST

0.08%

Shares4.7K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

3.03%

Shares2.4K

Event2026-06-30

Filed2026-07-31

KDP

KEURIG DR PEPPER INC

4.54%

Shares22.4K

Event2026-06-30

Filed2026-07-31

AVIG

AMERICAN CENTY ETF TR

33.05%

Shares17.6K

Event2026-06-30

Filed2026-07-31

ISHARES TR

8.13%

Shares7.3K

Event2026-06-30

Filed2026-07-31

HAS

HASBRO INC

-0.60%

Shares8.7K

Event2026-06-30

Filed2026-07-31

CCI

CROWN CASTLE INC

4.77%

Shares9.5K

Event2026-06-30

Filed2026-07-31

PSA

PUBLIC STORAGE

0.58%

Shares2.3K

Event2026-06-30

Filed2026-07-31

CTRI

CENTURI HOLDINGS INC

13.96%

Shares23.7K

Event2026-06-30

Filed2026-07-31

CPAI

NORTHERN LTS FD TR III

61.17%

Shares13.7K

Event2026-06-30

Filed2026-07-31

SMH

VANECK ETF TRUST

-28.07%

Shares1.1K

Event2026-06-30

Filed2026-07-31

NKE

NIKE INC

39.79%

Shares17.0K

Event2026-06-30

Filed2026-07-31

SPDR SERIES TRUST

-0.05%

Shares7.9K

Event2026-06-30

Filed2026-07-31

PFG

PRINCIPAL FINANCIAL GROUP IN

-2.31%

Shares6.4K

Event2026-06-30

Filed2026-07-31

OHI

OMEGA HEALTHCARE INVS INC

3.98%

Shares14.5K

Event2026-06-30

Filed2026-07-31

QQQM

INVESCO EXCH TRADED FD TR II

124.13%

Shares2.3K

Event2026-06-30

Filed2026-07-31

SRE

SEMPRA

3.52%

Shares7.3K

Event2026-06-30

Filed2026-07-31

MPC

MARATHON PETE CORP

-2.23%

Shares2.6K

Event2026-06-30

Filed2026-07-31

CGSD

CAPITAL GRP FIXED INCM ETF T

11.43%

Shares26.0K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

7.72%

Shares4.9K

Event2026-06-30

Filed2026-07-31

VUSB

VANGUARD BD INDEX FDS

99.10%

Shares13.3K

Event2026-06-30

Filed2026-07-31

FTCS

FIRST TR EXCHANGE-TRADED ALP

-6.04%

Shares7.0K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

-7.64%

Shares5.4K

Event2026-06-30

Filed2026-07-31

SPYV

SPDR SERIES TRUST

-6.22%

Shares10.4K

Event2026-06-30

Filed2026-07-31

FREEPORT MCMORAN INC

-5.79%

Shares10.0K

Event2026-06-30

Filed2026-07-31

SCHA

SCHWAB STRATEGIC TR

-0.44%

Shares17.2K

Event2026-06-30

Filed2026-07-31

MTUM

ISHARES TR

1.00%

Shares1.8K

Event2026-06-30

Filed2026-07-31

ROST

ROSS STORES INC

2.82%

Shares2.9K

Event2026-06-30

Filed2026-07-31

JOHNSON CONTROLS INTERNATION

-12.18%

Shares4.2K

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD INDEX FDS

-1.11%

Shares1.7K

Event2026-06-30

Filed2026-07-31

BMN

BLACKROCK 2037 MUNICIPAL TAR

0.00%

Shares24.0K

Event2026-06-30

Filed2026-07-31

FORD MTR CO

0.75%

Shares44.0K

Event2026-06-30

Filed2026-07-31

CGIE

CAPITAL GROUP INTERNATIONAL

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-31

WELL

WELLTOWER INC

3.01%

Shares2.6K

Event2026-06-30

Filed2026-07-31

IJUL

INNOVATOR ETFS TRUST

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-31

GRMN

GARMIN LTD

1.50%

Shares2.5K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

0.98%

Shares6.9K

Event2026-06-30

Filed2026-07-31

PAUG

INNOVATOR ETFS TRUST

-4.54%

Shares12.9K

Event2026-06-30

Filed2026-07-31

CDW

CDW CORP

12.56%

Shares4.2K

Event2026-06-30

Filed2026-07-31

IBDR

ISHARES TR

49.08%

Shares24.1K

Event2026-06-30

Filed2026-07-31

HBAN

HUNTINGTON BANCSHARES INC

1.49%

Shares32.6K

Event2026-06-30

Filed2026-07-31

NVO

NOVO-NORDISK A S

8.08%

Shares12.1K

Event2026-06-30

Filed2026-07-31

GLXY

GALAXY DIGITAL INC.

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-31

GSK PLC

-1.69%

Shares11.0K

Event2026-06-30

Filed2026-07-31

LNC

LINCOLN NATL CORP IND

1.19%

Shares16.2K

Event2026-06-30

Filed2026-07-31

REALTY INCOME CORP

-1.01%

Shares9.2K

Event2026-06-30

Filed2026-07-31

ADSK

AUTODESK INC

0.93%

Shares2.9K

Event2026-06-30

Filed2026-07-31

ODFL

OLD DOMINION FREIGHT LINE IN

15.07%

Shares2.6K

Event2026-06-30

Filed2026-07-31

IJK

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

4856.25%

Shares3.2K

Event2026-06-30

Filed2026-07-31

VCIT

VANGUARD SCOTTSDALE FDS

-17.64%

Shares6.8K

Event2026-06-30

Filed2026-07-31

BEPC

BROOKFIELD RENEWABLE CORP

-0.72%

Shares15.2K

Event2026-06-30

Filed2026-07-31

VRTX

VERTEX PHARMACEUTICALS INC

3.66%

Shares1.1K

Event2026-06-30

Filed2026-07-31

DOLLAR GEN CORP

-0.88%

Shares4.9K

Event2026-06-30

Filed2026-07-31

ASTRAZENECA PLC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-31

SDY

SPDR SERIES TRUST

-3.50%

Shares3.7K

Event2026-06-30

Filed2026-07-31

IDA

IDACORP INC

4.15%

Shares3.7K

Event2026-06-30

Filed2026-07-31

TROW

PRICE T ROWE GROUP INC

-5.75%

Shares4.9K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

-1.42%

Shares2.8K

Event2026-06-30

Filed2026-07-31

VEU

VANGUARD INTL EQUITY INDEX F

-2.70%

Shares6.6K

Event2026-06-30

Filed2026-07-31

PARKER-HANNIFIN CORP

19.74%

Shares552

Event2026-06-30

Filed2026-07-31

ISRG

INTUITIVE SURGICAL INC

136.65%

Shares1.4K

Event2026-06-30

Filed2026-07-31

INOD

INNODATA INC

-7.28%

Shares7.0K

Event2026-06-30

Filed2026-07-31

UBER

UBER TECHNOLOGIES INC

New

Shares7.3K

Event2026-06-30

Filed2026-07-31

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares9.8K

Event2026-06-30

Filed2026-07-31

DFNM

DIMENSIONAL ETF TRUST

0.71%

Shares10.9K

Event2026-06-30

Filed2026-07-31

ROK

ROCKWELL AUTOMATION INC

-0.47%

Shares1.1K

Event2026-06-30

Filed2026-07-31

WMB

WILLIAMS COS INC

-2.32%

Shares7.1K

Event2026-06-30

Filed2026-07-31

IOCT

INNOVATOR ETFS TRUST

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-31

XHB

SPDR SERIES TRUST

-3.25%

Shares4.5K

Event2026-06-30

Filed2026-07-31

NWE

NORTHWESTERN ENERGY GROUP IN

-0.61%

Shares7.2K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-31

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

28.87%

Shares13.3K

Event2026-06-30

Filed2026-07-31

PMAR

INNOVATOR ETFS TRUST

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-31

NUV

NUVEEN MUN VALUE FD INC

3.57%

Shares55.3K

Event2026-06-30

Filed2026-07-31

DRSK

ETF SER SOLUTIONS

-7.98%

Shares17.7K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES INC

28.54%

Shares1.3K

Event2026-06-30

Filed2026-07-31

CHD

CHURCH & DWIGHT CO INC

-9.43%

Shares5.2K

Event2026-06-30

Filed2026-07-31

UNILEVER PLC

3.79%

Shares8.4K

Event2026-06-30

Filed2026-07-31

DEO

DIAGEO PLC

-14.31%

Shares6.2K

Event2026-06-30

Filed2026-07-31

PAYX

PAYCHEX INC

6.23%

Shares5.1K

Event2026-06-30

Filed2026-07-31

CGBL

CAPITAL GROUP CORE BALANCED

7.48%

Shares13.1K

Event2026-06-30

Filed2026-07-31

ALL

ALLSTATE CORP

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-31

SHOP

SHOPIFY INC

-0.31%

Shares4.2K

Event2026-06-30

Filed2026-07-31

CONSOLIDATED EDISON INC

-2.20%

Shares4.3K

Event2026-06-30

Filed2026-07-31

FDBC

FIDELITY D & D BANCORP INC

-16.59%

Shares9.2K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB STRATEGIC TR

New

Shares13.9K

Event2026-06-30

Filed2026-07-31

DOMINOS PIZZA INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-31

SCHO

SCHWAB STRATEGIC TR

-0.37%

Shares19.3K

Event2026-06-30

Filed2026-07-31

CME

CME GROUP INC

4.10%

Shares2.1K

Event2026-06-30

Filed2026-07-31

FISERV INC

4.58%

Shares9.4K

Event2026-06-30

Filed2026-07-31

APOLLO GLOBAL MGMT INC

-0.90%

Shares3.9K

Event2026-06-30

Filed2026-07-31

ELV

ELEVANCE HEALTH INC FORMERLY

-18.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

RUNN

STRATEGIC TRUST

2.68%

Shares14.1K

Event2026-06-30

Filed2026-07-31

FFC

FLAHERTY & CRUMRIN PFD & INM

-0.71%

Shares28.0K

Event2026-06-30

Filed2026-07-31

BSCY

INVESCO EXCH TRD SLF IDX FD

54.61%

Shares22.1K

Event2026-06-30

Filed2026-07-31

WST

WEST PHARMACEUTICAL SVSC INC

-2.61%

Shares1.3K

Event2026-06-30

Filed2026-07-31

PTIN

PACER FDS TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-31

EJAN

INNOVATOR ETFS TRUST

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-31

IBTH

ISHARES TR

0.64%

Shares20.1K

Event2026-06-30

Filed2026-07-31

RFG

INVESCO EXCHANGE TRADED FD T

0.01%

Shares6.9K

Event2026-06-30

Filed2026-07-31

DJT

TRUMP MEDIA & TECHNOLOGY GRO

0.00%

Shares57.4K

Event2026-06-30

Filed2026-07-31

IBB

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-31

VTHR

VANGUARD SCOTTSDALE FDS

0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-31

XMLV

INVESCO DB COMMDY INDX TRCK

0.72%

Shares6.6K

Event2026-06-30

Filed2026-07-31

VDC

VANGUARD WORLD FD

0.31%

Shares1.9K

Event2026-06-30

Filed2026-07-31

IBTJ

ISHARES TR

-0.62%

Shares19.7K

Event2026-06-30

Filed2026-07-31

MKC

MCCORMICK & CO INC

1.82%

Shares8.5K

Event2026-06-30

Filed2026-07-31

AVLV

AMERICAN CENTY ETF TR

-4.19%

Shares4.7K

Event2026-06-30

Filed2026-07-31

MMC

MARSH & MCLENNAN COS INC

-3.23%

Shares2.5K

Event2026-06-30

Filed2026-07-31

XYL

XYLEM INC

2.69%

Shares3.6K

Event2026-06-30

Filed2026-07-31

WPC

WP CAREY INC

0.14%

Shares5.9K

Event2026-06-30

Filed2026-07-31

YUM

YUM BRANDS INC

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-31

IBTI

ISHARES TR

0.61%

Shares18.8K

Event2026-06-30

Filed2026-07-31

DFCF

DIMENSIONAL ETF TRUST

0.65%

Shares9.9K

Event2026-06-30

Filed2026-07-31

GPIX

GOLDMAN SACHS ETF TR

13.13%

Shares7.5K

Event2026-06-30

Filed2026-07-31

BEN

FRANKLIN RESOURCES INC

1.31%

Shares12.5K

Event2026-06-30

Filed2026-07-31

EOG

EOG RES INC

-0.62%

Shares3.2K

Event2026-06-30

Filed2026-07-31

IBTK

ISHARES TR

0.62%

Shares21.3K

Event2026-06-30

Filed2026-07-31

CTAS

CINTAS CORP

-7.50%

Shares2.4K

Event2026-06-30

Filed2026-07-31

NAPR

INNOVATOR ETFS TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-31

FMHI

FIRST TR EXCH TRADED FD III

77.99%

Shares8.4K

Event2026-06-30

Filed2026-07-31

TEL

TE CONNECTIVITY PLC

0.30%

Shares2.0K

Event2026-06-30

Filed2026-07-31

GOF

GUGGENHEIM STRATEGIC OPPORTU

-3.70%

Shares36.7K

Event2026-06-30

Filed2026-07-31

IBTL

ISHARES TR

0.68%

Shares19.8K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available