Sponsored

The Analysis of Joel Isaacson & Co., LLC's Holdings & P&L

Currently, Joel Isaacson & Co., LLC holds 479 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in VO (+1.5M shares, valued at $117.5M), VOOG (+759.0K shares, valued at $62.7M), VUG (+440.7K shares, valued at $38.0M); decreased their positions in MTCH (-34.1K shares, valued at $1.3M), LC (-40.0K shares, valued at $829.6K), N/A (-1.9K shares, valued at $786.0K); initiated new positions in TTEQ (+35.7K shares, valued at $1.6M), BAI (+22.7K shares, valued at $1.2M), N/A (+4.1K shares, valued at $927.4K).

1M P&L

-34.6M-1.23%

3M P&L

+27.3M+0.99%

HY P&L

-731.8M-20.85%

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/A2.0B

66.8%

2Internet Content & Information362.9M

12.1%

3Consumer Electronics132.7M

4.4%

Top Industries by Stock Count

1N/A188 stocks

44.5%

2Asset Management11 stocks

2.6%

3Software - Application10 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SDY SPDR SERIES TRUST2.9M shares1.66%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS1.4M shares1.67%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS534.7K shares1.88%2026-06-302026-08-04

GOOGL ALPHABET INC516.0K shares0.09%2026-06-302026-08-04

GOOG ALPHABET INC486.8K shares-0.12%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS1.1M shares1.27%2026-06-302026-08-04

VO VANGUARD INDEX FDS1.9M shares306.85%2026-06-302026-08-04

AAPL APPLE INC458.5K shares0.66%2026-06-302026-08-04

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T135.6K shares1.21%2026-06-302026-08-04

VOOG VANGUARD ADMIRAL FDS INC908.7K shares507.30%2026-06-302026-08-04

VB VANGUARD INDEX FDS219.4K shares3.57%2026-06-302026-08-04

IJK ISHARES TR501.1K shares1.03%2026-06-302026-08-04

DFAT DIMENSIONAL ETF TRUST823.9K shares1.28%2026-06-302026-08-04

VXUS VANGUARD STAR FDS633.8K shares8.74%2026-06-302026-08-04

AMZN AMAZON COM INC190.7K shares3.23%2026-06-302026-08-04

VUG VANGUARD INDEX FDS523.1K shares534.61%2026-06-302026-08-04

Sponsored

MSFT MICROSOFT CORP119.4K shares0.37%2026-06-302026-08-04

XLK SELECT SECTOR SPDR TR194.5K shares0.22%2026-06-302026-08-04

NVDA NVIDIA CORPORATION166.1K shares1.10%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC54.5K shares-0.29%2026-06-302026-08-04

ESGU ISHARES TR178.9K shares1.10%2026-06-302026-08-04

VOO VANGUARD INDEX FDS41.7K shares-0.16%2026-06-302026-08-04

QQQ INVESCO QQQ TR37.7K shares1.06%2026-06-302026-08-04

VTEI VANGUARD MUN BD FDS240.3K shares3.79%2026-06-302026-08-04

Sponsored

VYMI VANGUARD WHITEHALL FDS233.1K shares23.20%2026-06-302026-08-04

VEU VANGUARD INTL EQUITY INDEX F251.9K shares1.27%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO61.7K shares5.29%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON79.4K shares0.05%2026-06-302026-08-04

EVT EATON VANCE TAX ADVT DIV INC727.3K shares-0.63%2026-06-302026-08-04

VONG VANGUARD SCOTTSDALE FDS143.5K shares2.28%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL34.7K shares1.54%2026-06-302026-08-04

HIMU BLACKROCK ETF TRUST II337.2K shares711.18%2026-06-302026-08-04

Sponsored

VTV VANGUARD INDEX FDS68.5K shares24.74%2026-06-302026-08-04

LLY ELI LILLY & CO11.7K shares-0.08%2026-06-302026-08-04

XLF SELECT SECTOR SPDR TR244.4K shares0.28%2026-06-302026-08-04

FTAI FTAI AVIATION LTD45.3K shares1.17%2026-06-302026-08-04

VBR VANGUARD INDEX FDS49.3K shares0.22%2026-06-302026-08-04

PNC PNC FINL SVCS GROUP INC48.5K shares-1.21%2026-06-302026-08-04

VT VANGUARD INTL EQUITY INDEX F74.4K shares4.31%2026-06-302026-08-04

ISHARES TR ISHARES TR15.1K shares0.11%2026-06-302026-08-04

Sponsored

GLD SPDR GOLD TR30.5K shares6.49%2026-06-302026-08-04

PG PROCTER & GAMBLE CO72.0K shares0.40%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC9.9K shares-0.26%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP72.2K shares0.74%2026-06-302026-08-04

SUB ISHARES TR92.3K shares26.44%2026-06-302026-08-04

MS MORGAN STANLEY46.6K shares-2.06%2026-06-302026-08-04

BIV VANGUARD BD INDEX FDS125.0K shares5.08%2026-06-302026-08-04

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC79.3K shares0.02%2026-06-302026-08-04

Sponsored

VGT VANGUARD WORLD FD78.4K shares684.37%2026-06-302026-08-04

MGK VANGUARD WORLD FD97.5K shares397.46%2026-06-302026-08-04

RSP INVESCO EXCHANGE TRADED FD T38.2K shares22.92%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION8.1K shares6.09%2026-06-302026-08-04

VBK VANGUARD INDEX FDS20.5K shares9.32%2026-06-302026-08-04

INTC INTEL CORP51.6K shares-2.81%2026-06-302026-08-04

MUB ISHARES TR64.4K shares6.99%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.94.8K shares-0.86%2026-06-302026-08-04

Sponsored

MAIN MAIN STR CAP CORP129.2K shares0.15%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS23.2K shares0.97%2026-06-302026-08-04

COR CENCORA INC22.8K shares0.00%2026-06-302026-08-04

WMG WARNER MUSIC GROUP CORP237.7K shares-3.06%2026-06-302026-08-04

IWF ISHARES TR51.0K shares303.24%2026-06-302026-08-04

HD HOME DEPOT INC16.6K shares0.82%2026-06-302026-08-04

BROADCOM INC BROADCOM INC15.2K shares1.40%2026-06-302026-08-04

MRK MERCK & CO INC43.7K shares0.47%2026-06-302026-08-04

Sponsored

BK BANK OF NY MELLON CORP38.8K shares-0.23%2026-06-302026-08-04

DFUV DIMENSIONAL ETF TRUST99.5K shares0.00%2026-06-302026-08-04

CAT CATERPILLAR INC5.1K shares11.27%2026-06-302026-08-04

GLW CORNING INC21.2K shares0.84%2026-06-302026-08-04

WINN HARBOR ETF TRUST161.4K shares20.24%2026-06-302026-08-04

LRCX LAM RESEARCH CORP12.1K shares0.12%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F86.8K shares3.24%2026-06-302026-08-04

DIBS 1STDIBS COM INC1.0M shares3.83%2026-06-302026-08-04

Sponsored

WFC WELLS FARGO & CO58.0K shares-1.72%2026-06-302026-08-04

EBAY EBAY INC.42.4K shares0.00%2026-06-302026-08-04

AXP AMERICAN EXPRESS CO13.9K shares-0.13%2026-06-302026-08-04

IJH ISHARES TR61.1K shares-1.43%2026-06-302026-08-04

IAC PEOPLE INC101.5K shares6.11%2026-06-302026-08-04

IWM ISHARES TR15.2K shares2.06%2026-06-302026-08-04

IYW ISHARES TR18.1K shares0.01%2026-06-302026-08-04

ITOT ISHARES TR27.3K shares0.26%2026-06-302026-08-04

Sponsored

SMH VANECK ETF TRUST6.8K shares0.19%2026-06-302026-08-04

WMT WALMART INC38.4K shares2.01%2026-06-302026-08-04

IWD ISHARES TR17.9K shares6.17%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC36.2K shares1.83%2026-06-302026-08-04

MDY STATE STR SPDR S&P MIDCAP 406.0K shares3.37%2026-06-302026-08-04

NEXTERA ENERGY INC NEXTERA ENERGY INC46.7K shares0.33%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS55.0K shares-1.88%2026-06-302026-08-04

EPD ENTERPRISE PRODS PARTNERS L105.1K shares0.00%2026-06-302026-08-04

Sponsored

BAC BANK OF AMER CORP66.3K shares0.93%2026-06-302026-08-04

VISA INC VISA INC10.8K shares0.97%2026-06-302026-08-04

VTEC VANGUARD CALIF TAX FREE FDS36.5K shares49.62%2026-06-302026-08-04

MCD MCDONALDS CORP13.5K shares1.60%2026-06-302026-08-04

BX BLACKSTONE INC29.4K shares4.50%2026-06-302026-08-04

VTEB VANGUARD MUN BD FDS66.4K shares-0.07%2026-06-302026-08-04

DIS DISNEY WALT CO34.7K shares-5.40%2026-06-302026-08-04

EFA ISHARES TR31.4K shares1.23%2026-06-302026-08-04

Sponsored

GE GE AEROSPACE8.7K shares5.07%2026-06-302026-08-04

IJR ISHARES TR21.7K shares4.96%2026-06-302026-08-04

XLE SELECT SECTOR SPDR TR59.7K shares0.53%2026-06-302026-08-04

UNP UNION PAC CORP11.4K shares0.00%2026-06-302026-08-04

DVY ISHARES TR19.6K shares-8.49%2026-06-302026-08-04

IVW ISHARES TR22.2K shares-0.49%2026-06-302026-08-04

ORACLE CORP ORACLE CORP20.7K shares0.05%2026-06-302026-08-04

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-08-04

Sponsored

CVX CHEVRON CORPORATION18.0K shares3.18%2026-06-302026-08-04

EEM ISHARES TR43.6K shares9.94%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION15.7K shares-1.18%2026-06-302026-08-04

AMGN AMGEN INC8.0K shares-0.20%2026-06-302026-08-04

XLC SELECT SECTOR SPDR TR27.1K shares0.24%2026-06-302026-08-04

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC24.8K shares0.86%2026-06-302026-08-04

DFIV DIMENSIONAL ETF TRUST52.6K shares5.18%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.7K shares0.11%2026-06-302026-08-04

Sponsored

AMD ADVANCED MICRO DEVICES INC4.9K shares2.71%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC3.8K shares0.10%2026-06-302026-08-04

GEV GE VERNOVA INC2.3K shares5.91%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP5.3K shares0.09%2026-06-302026-08-04

CHUBB LIMITED CHUBB LIMITED7.8K shares12.68%2026-06-302026-08-04

IWB ISHARES TR6.3K shares-7.32%2026-06-302026-08-04

CMCSA COMCAST CORP NEW104.0K shares-0.31%2026-06-302026-08-04

TJX TJX COS INC NEW16.5K shares0.66%2026-06-302026-08-04

Sponsored

BND VANGUARD BD INDEX FDS34.1K shares28.42%2026-06-302026-08-04

LC HAPPEN INC120.3K shares-24.95%2026-06-302026-08-04

ARES CAPITAL CORP ARES CAPITAL CORP134.6K shares-19.07%2026-06-302026-08-04

ED CONSOLIDATED EDISON INC22.4K shares-3.19%2026-06-302026-08-04

SGU STAR GROUP LP192.0K shares0.02%2026-06-302026-08-04

TSLA TESLA INC5.9K shares4.07%2026-06-302026-08-04

VOE VANGUARD INDEX FDS12.2K shares20.91%2026-06-302026-08-04

VV VANGUARD INDEX FDS7.0K shares-3.77%2026-06-302026-08-04

Sponsored

CLOUDFLARE INC CLOUDFLARE INC9.6K shares-2.93%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.5K shares-25.57%2026-06-302026-08-04

VPU VANGUARD WORLD FD11.4K shares0.13%2026-06-302026-08-04

ABBVIE INC ABBVIE INC8.7K shares6.11%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO37.6K shares-0.98%2026-06-302026-08-04

JEPI J P MORGAN EXCHANGE TRADED F38.2K shares-0.81%2026-06-302026-08-04

ROST ROSS STORES INC9.9K shares-2.27%2026-06-302026-08-04

PEP PEPSICO INC15.5K shares-2.09%2026-06-302026-08-04

Sponsored

PFE PFIZER INC86.3K shares1.98%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC49.0K shares-1.25%2026-06-302026-08-04

KO COCA COLA CO24.9K shares0.63%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC4.2K shares1.56%2026-06-302026-08-04

FBTC FIDELITY WISE ORIGIN BITCOIN39.2K shares4.12%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR63.1K shares3.41%2026-06-302026-08-04

BA BOEING CO9.2K shares0.00%2026-06-302026-08-04

PAVE GLOBAL X FDS33.3K shares0.00%2026-06-302026-08-04

Sponsored

BSV VANGUARD BD INDEX FDS24.6K shares0.54%2026-06-302026-08-04

REGN REGENERON PHARMACEUTICALS3.1K shares0.00%2026-06-302026-08-04

NSC NORFOLK SOUTHN CORP6.0K shares0.00%2026-06-302026-08-04

VOT VANGUARD INDEX FDS6.1K shares-20.17%2026-06-302026-08-04

EL LAUDER ESTEE COS INC23.6K shares0.04%2026-06-302026-08-04

IVE ISHARES TR8.2K shares3.92%2026-06-302026-08-04

ISHARES TR ISHARES TR19.0K shares25.28%2026-06-302026-08-04

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST58.7K shares0.00%2026-06-302026-08-04

Sponsored

KLAC KLA CORP5.9K shares900.00%2026-06-302026-08-04

COIN COINBASE GLOBAL INC12.0K shares0.00%2026-06-302026-08-04

ESGV VANGUARD WORLD FD13.2K shares0.63%2026-06-302026-08-04

DGRO ISHARES TR22.4K shares-7.45%2026-06-302026-08-04

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC5.1K shares-0.22%2026-06-302026-08-04

MO ALTRIA GROUP INC23.3K shares0.66%2026-06-302026-08-04

WASTE MGMT INC DEL WASTE MGMT INC DEL7.4K shares-0.17%2026-06-302026-08-04

PM PHILIP MORRIS INTL INC9.0K shares1.50%2026-06-302026-08-04

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.2K shares-1.03%2026-06-302026-08-04

VNQ VANGUARD INDEX FDS16.8K shares1.27%2026-06-302026-08-04

TTEQ T ROWE PRICE EXCHANGE-TRADED35.7K sharesnew addition2026-06-302026-08-04

CL COLGATE PALMOLIVE CO17.2K shares-0.01%2026-06-302026-08-04

MAR MARRIOTT INTL INC NEW4.2K shares0.00%2026-06-302026-08-04

IJT ISHARES TR8.5K shares29.94%2026-06-302026-08-04

SCHO SCHWAB STRATEGIC TR62.7K shares5.40%2026-06-302026-08-04

CMI CUMMINS INC2.1K shares0.00%2026-06-302026-08-04

Sponsored

MU MICRON TECHNOLOGY INC1.3K shares-0.61%2026-06-302026-08-04

DE DEERE & CO2.3K shares-1.54%2026-06-302026-08-04

BLK BLACKROCK INC1.5K shares-0.27%2026-06-302026-08-04

MET METLIFE INC16.3K shares6.37%2026-06-302026-08-04

QCOM QUALCOMM INC7.3K shares-1.02%2026-06-302026-08-04

AFL AFLAC INC11.5K shares0.00%2026-06-302026-08-04

TXN TEXAS INSTRS INC4.5K shares1.37%2026-06-302026-08-04

CNQ CANADIAN NAT RES LTD MED TER33.7K shares0.00%2026-06-302026-08-04

Sponsored

URTH ISHARES INC6.3K shares77.20%2026-06-302026-08-04

OKE ONEOK INC NEW14.1K shares0.00%2026-06-302026-08-04

SBUX STARBUCKS CORP11.7K shares0.19%2026-06-302026-08-04

BAI BLACKROCK ETF TRUST22.7K sharesnew addition2026-06-302026-08-04

IXUS ISHARES TR12.5K shares6.35%2026-06-302026-08-04

PTON PELOTON INTERACTIVE INC200.2K shares0.00%2026-06-302026-08-04

BNDX VANGUARD CHARLOTTE FDS24.2K shares0.71%2026-06-302026-08-04

CI THE CIGNA GROUP4.3K shares14.55%2026-06-302026-08-04

Sponsored

T AT&T INC56.1K shares-1.04%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC2.3K shares-8.17%2026-06-302026-08-04

MTCH MATCH GROUP INC NEW30.0K shares-53.18%2026-06-302026-08-04

UBER UBER TECHNOLOGIES INC15.8K shares6.51%2026-06-302026-08-04

SRLN SSGA ACTIVE ETF TR27.6K shares-30.29%2026-06-302026-08-04

EFAA INVESCO ACTIVELY MANAGED EXC19.1K shares13.66%2026-06-302026-08-04

C CITIGROUP INC7.6K shares-1.29%2026-06-302026-08-04

VXF VANGUARD INDEX FDS4.3K shares0.61%2026-06-302026-08-04

Sponsored

ISRG INTUITIVE SURGICAL INC2.7K shares0.65%2026-06-302026-08-04

WELL WELLTOWER INC4.5K shares0.00%2026-06-302026-08-04

NVS NOVARTIS AG6.5K shares0.00%2026-06-302026-08-04

INSULET CORP INSULET CORP6.7K shares0.00%2026-06-302026-08-04

EEMV ISHARES INC13.5K shares1.17%2026-06-302026-08-04

AMT AMERICAN TOWER CORP6.2K shares0.71%2026-06-302026-08-04

IYF ISHARES TR7.9K shares-0.69%2026-06-302026-08-04

NVO NOVO-NORDISK A S21.0K shares0.00%2026-06-302026-08-04

Sponsored

ANGI INC ANGI INC167.7K shares-0.03%2026-06-302026-08-04

JEF JEFFERIES FINANCIAL GROUP IN19.9K shares0.19%2026-06-302026-08-04

VBIL VANGUARD INSTL INDEX FD13.0K shares-11.34%2026-06-302026-08-04

ADP AUTOMATIC DATA PROCESSING IN4.3K shares-0.25%2026-06-302026-08-04

AKRE PROFESIONALLY MANAGED PORTFO18.3K shares-7.85%2026-06-302026-08-04

MRVL MARVELL TECHNOLOGY INC3.3K shares2.78%2026-06-302026-08-04

ELV ELEVANCE HEALTH INC FORMERLY2.5K shares0.00%2026-06-302026-08-04

YUM YUM BRANDS INC5.8K shares0.00%2026-06-302026-08-04

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC4.1K sharesnew addition2026-06-302026-08-04

EFAV ISHARES TR10.5K shares1.92%2026-06-302026-08-04

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4.1K sharesnew addition2026-06-302026-08-04

UL UNILEVER PLC15.1K shares-1.04%2026-06-302026-08-04

EMR EMERSON ELEC CO6.3K shares0.00%2026-06-302026-08-04

SCHB SCHWAB STRATEGIC TR31.0K shares0.27%2026-06-302026-08-04

IBIT ISHARES BITCOIN TRUST ETF26.5K shares-3.99%2026-06-302026-08-04

DIA STATE STR SPDR DOW JONES IND1.7K shares-5.53%2026-06-302026-08-04

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN10.0K shares0.09%2026-06-302026-08-04

ADX ADAMS DIVERSIFIED EQUITY FD33.5K shares0.00%2026-06-302026-08-04

SIXG ETF SER SOLUTIONS9.0K shares0.08%2026-06-302026-08-04

SHLD GLOBAL X FDS14.3K sharesnew addition2026-06-302026-08-04

FRT FEDERAL RLTY INVT TR NEW6.9K shares-8.00%2026-06-302026-08-04

NOC NORTHROP GRUMMAN CORP1.7K shares0.00%2026-06-302026-08-04

SHEL SHELL PLC10.9K shares0.02%2026-06-302026-08-04

3M CO 3M CO5.2K shares0.00%2026-06-302026-08-04

Sponsored

AON AON PLC2.5K shares-7.17%2026-06-302026-08-04

HWM HOWMET AEROSPACE INC3.1K shares0.00%2026-06-302026-08-04

CRM SALESFORCE INC5.3K shares-4.27%2026-06-302026-08-04

VGK VANGUARD INTL EQUITY INDEX F9.3K shares6.63%2026-06-302026-08-04

ADI ANALOG DEVICES INC2.1K shares2.21%2026-06-302026-08-04

FDX FEDEX CORP2.6K shares-0.76%2026-06-302026-08-04

KMI KINDER MORGAN INC DEL25.4K shares0.00%2026-06-302026-08-04

SCHW SCHWAB CHARLES CORP8.8K shares0.93%2026-06-302026-08-04

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ITW ILLINOIS TOOL WKS INC3.0K shares-0.23%2026-06-302026-08-04

ACWI ISHARES TR5.1K shares0.00%2026-06-302026-08-04

DUK DUKE ENERGY CORP NEW6.4K shares0.06%2026-06-302026-08-04

TTE TOTALENERGIES SE10.3K shares1.18%2026-06-302026-08-04

DFEM DIMENSIONAL ETF TRUST19.8K sharesnew addition2026-06-302026-08-04

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC10.2K shares0.00%2026-06-302026-08-04

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A1.7K shares-3.46%2026-06-302026-08-04

DEO DIAGEO PLC9.8K shares0.20%2026-06-302026-08-04

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XLG INVESCO EXCHANGE TRADED FD T12.7K shares0.16%2026-06-302026-08-04

SCHX SCHWAB STRATEGIC TR26.2K shares-1.94%2026-06-302026-08-04

COMP COMPASS INC61.7K shares0.00%2026-06-302026-08-04

MELI MERCADOLIBRE INC448 shares0.00%2026-06-302026-08-04

GAM GENERAL AMERN INVS CO INC11.9K shares0.00%2026-06-302026-08-04

CSX CSX CORP15.9K shares0.08%2026-06-302026-08-04

IWV ISHARES TR1.8K shares0.11%2026-06-302026-08-04

DOMINION ENERGY INC DOMINION ENERGY INC10.9K shares2.40%2026-06-302026-08-04

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KMB KIMBERLY-CLARK CORP6.8K shares-1.44%2026-06-302026-08-04

SPG SIMON PPTY GROUP INC NEW3.3K shares0.00%2026-06-302026-08-04

ETG EATON VANCE TX ADV GLBL DIV31.3K shares1.43%2026-06-302026-08-04

DAL DELTA AIR LINES INC7.9K shares0.64%2026-06-302026-08-04

PSX PHILLIPS 664.3K shares-11.15%2026-06-302026-08-04

LSPD LIGHTSPEED COMMERCE INC69.3K shares0.00%2026-06-302026-08-04

ADSK AUTODESK INC3.6K shares-6.34%2026-06-302026-08-04

HOOD ROBINHOOD MKTS INC7.0K shares0.00%2026-06-302026-08-04

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DFSV DIMENSIONAL ETF TRUST18.1K shares8.39%2026-06-302026-08-04

ETN EATON CORP PLC1.6K shares0.00%2026-06-302026-08-04

RSPA INVESCO ACTIVELY MANAGED EXC13.0K shares1.22%2026-06-302026-08-04

CET CENTRAL SECS CORP13.2K shares0.00%2026-06-302026-08-04

MYN BLACKROCK MUNIYIELD N Y QUAL68.2K shares-26.15%2026-06-302026-08-04

STUB STUBHUB HLDGS INC53.5K shares-32.38%2026-06-302026-08-04

VIGI VANGUARD WHITEHALL FDS7.4K shares0.49%2026-06-302026-08-04

EW EDWARDS LIFESCIENCES CORP7.5K shares0.00%2026-06-302026-08-04

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ROBO EXCHANGE TRADED CONCEPTS TRU7.9K shares0.00%2026-06-302026-08-04

ASML ASML HLDG NV336 shares27.76%2026-06-302026-08-04

MDB MONGODB INC2.0K shares25.38%2026-06-302026-08-04

COF CAPITAL ONE FINL CORP3.3K shares2.60%2026-06-302026-08-04

IWO ISHARES TR1.6K shares0.06%2026-06-302026-08-04

COP CONOCOPHILLIPS6.2K shares-1.03%2026-06-302026-08-04

MGC VANGUARD WORLD FD2.4K shares0.21%2026-06-302026-08-04

VCIT VANGUARD SCOTTSDALE FDS7.8K shares-1.51%2026-06-302026-08-04

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MDLZ MONDELEZ INTL INC11.0K shares0.82%2026-06-302026-08-04

DSI ISHARES TR4.5K shares0.00%2026-06-302026-08-04

BDX BECTON DICKINSON & CO4.2K shares0.39%2026-06-302026-08-04

JNK SPDR SERIES TRUST6.5K shares29.99%2026-06-302026-08-04

VTIP VANGUARD MALVERN FDS12.4K shares3.63%2026-06-302026-08-04

SFY TIDAL TRUST I4.2K shares0.00%2026-06-302026-08-04

MUNY VANGUARD NY TAX FREE FDS5.9K shares15.29%2026-06-302026-08-04

MTB M & T BK CORP2.5K shares0.08%2026-06-302026-08-04

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TTWO TAKE-TWO INTERACTIVE SOFTWAR2.4K shares1.44%2026-06-302026-08-04

DIVZ ELEVATION SERIES TRUST15.8K shares11.06%2026-06-302026-08-04

UPS UNITED PARCEL SVCS INC5.4K shares0.02%2026-06-302026-08-04

VCR VANGUARD WORLD FD1.5K shares-0.07%2026-06-302026-08-04

BXSL BLACKSTONE SECD LENDING FD24.4K shares-3.94%2026-06-302026-08-04

ANET ARISTA NETWORKS INC3.3K shares-2.90%2026-06-302026-08-04

BIL SPDR SERIES TRUST6.1K shares1.47%2026-06-302026-08-04

DEXCOM INC DEXCOM INC8.3K shares0.00%2026-06-302026-08-04

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IDEV ISHARES TR6.2K shares64.17%2026-06-302026-08-04

ETOR ETORO GROUP LTD14.0K sharesnew addition2026-06-302026-08-04

IWR ISHARES TR5.0K shares0.02%2026-06-302026-08-04

ALAB ASTERA LABS INC1.1K sharesnew addition2026-06-302026-08-04

FNDX SCHWAB STRATEGIC TR17.2K shares-0.90%2026-06-302026-08-04

MPC MARATHON PETE CORP2.1K shares0.00%2026-06-302026-08-04

MSIF MSC INCOME FUND INC46.2K shares42.07%2026-06-302026-08-04

IBB ISHARES TR2.8K shares0.00%2026-06-302026-08-04

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AEP AMERICAN ELEC PWR CO INC3.8K shares-2.42%2026-06-302026-08-04

IWY ISHARES TR1.8K shares0.06%2026-06-302026-08-04

TMUS T-MOBILE US INC3.1K shares1.89%2026-06-302026-08-04

NYT NEW YORK TIMES CO MTN BE7.3K shares22.50%2026-06-302026-08-04

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION4.6K shares1.04%2026-06-302026-08-04

ETHA ISHARES ETHEREUM TR41.3K shares-2.79%2026-06-302026-08-04

CEG CONSTELLATION ENERGY CORP2.0K shares4.57%2026-06-302026-08-04

QXO QXO INC28.3K shares27.93%2026-06-302026-08-04

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OBDC BLUE OWL CAPITAL CORPORATION44.8K shares0.00%2026-06-302026-08-04

AZO AUTOZONE INC151 shares0.00%2026-06-302026-08-04

MCB METROPOLITAN BK HLDG CORP4.9K shares0.00%2026-06-302026-08-04

DFAS DIMENSIONAL ETF TRUST5.8K shares0.00%2026-06-302026-08-04

NOBL PROSHARES TR8.5K shares100.68%2026-06-302026-08-04

NGG NATIONAL GRID PLC5.7K shares0.00%2026-06-302026-08-04

FIHL PELAGOS INS CAP LTD19.5K shares0.00%2026-06-302026-08-04

ASTRAZENECA PLC ASTRAZENECA PLC2.4K shares0.79%2026-06-302026-08-04

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QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.40%2026-06-302026-08-04

ISHARES TR ISHARES TR4.5K shares0.89%2026-06-302026-08-04

STEW SRH TOTAL RETURN FUND INC24.9K shares0.00%2026-06-302026-08-04

XLV SELECT SECTOR SPDR TR2.8K shares4.51%2026-06-302026-08-04

SHV ISHARES TR4.0K shares0.25%2026-06-302026-08-04

DLS WISDOMTREE TR5.3K shares0.00%2026-06-302026-08-04

IUSG ISHARES TR2.3K shares0.09%2026-06-302026-08-04

TRGP TARGA RES CORP1.6K shares0.00%2026-06-302026-08-04

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ABT ABBOTT LABORATORIES4.8K shares-3.58%2026-06-302026-08-04

VHT VANGUARD WORLD FD1.4K shares-0.28%2026-06-302026-08-04

EXPE EXPEDIA GROUP INC1.7K shares0.00%2026-06-302026-08-04

CARR CARRIER GLOBAL CORPORATION5.9K shares0.02%2026-06-302026-08-04

ETO EATON VANCE TAX-ADVANTAGED G13.9K shares0.36%2026-06-302026-08-04

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HSY HERSHEY CO2.4K shares0.21%2026-06-302026-08-04

XSD SPDR SERIES TRUST680 shares0.15%2026-06-302026-08-04

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IEMG ISHARES INC5.1K shares0.26%2026-06-302026-08-04

WMB WILLIAMS COS INC5.6K shares0.00%2026-06-302026-08-04

PEG PUBLIC SVC ENTERPRISE GROUP5.2K shares0.00%2026-06-302026-08-04

HG HAMILTON INSURANCE GROUP LTD12.3K shares-10.54%2026-06-302026-08-04

KKR KKR & CO INC4.5K shares0.11%2026-06-302026-08-04

XLY SELECT SECTOR SPDR TR3.5K shares0.06%2026-06-302026-08-04

IWS ISHARES TR2.5K shares0.08%2026-06-302026-08-04

DBX DROPBOX INC15.0K shares0.00%2026-06-302026-08-04

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SYK STRYKER CORPORATION1.3K shares0.00%2026-06-302026-08-04

QUAL ISHARES TR1.8K shares7.36%2026-06-302026-08-04

IWP ISHARES TR2.7K shares0.04%2026-06-302026-08-04

CORTEVA INC CORTEVA INC4.6K shares2.29%2026-06-302026-08-04

AMERIPRISE FINL INC AMERIPRISE FINL INC848 shares1.31%2026-06-302026-08-04

EZU ISHARES INC5.6K shares1.76%2026-06-302026-08-04

HACK AMPLIFY ETF TR3.7K shares0.00%2026-06-302026-08-04

FAST FASTENAL CO7.8K shares0.00%2026-06-302026-08-04

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SHW SHERWIN WILLIAMS CO1.1K shares0.00%2026-06-302026-08-04

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR8.2K shares-6.33%2026-06-302026-08-04

GSK PLC GSK PLC7.0K shares28.98%2026-06-302026-08-04

IDEXX LABS INC IDEXX LABS INC698 shares0.00%2026-06-302026-08-04

MKC MCCORMICK & CO INC7.3K shares0.00%2026-06-302026-08-04

S&P GLOBAL INC S&P GLOBAL INC893 shares2.41%2026-06-302026-08-04

ORLY OREILLY AUTOMOTIVE INC3.9K shares-13.13%2026-06-302026-08-04

IVOO VANGUARD ADMIRAL FDS INC2.8K shares1.73%2026-06-302026-08-04

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MMC MARSH & MCLENNAN COS INC2.2K shares3.30%2026-06-302026-08-04

FSLR FIRST SOLAR INC1.5K shares0.00%2026-06-302026-08-04

IWC ISHARES TR1.8K shares-8.14%2026-06-302026-08-04

CVS CVS HEALTH CORP3.4K shares22.72%2026-06-302026-08-04

DHR DANAHER CORP DEL1.9K shares8.28%2026-06-302026-08-04

IWN ISHARES TR1.6K shares0.13%2026-06-302026-08-04

ALL ALLSTATE CORP1.5K shares0.07%2026-06-302026-08-04

EVR EVERCORE INC1.0K shares0.29%2026-06-302026-08-04

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IAU ISHARES GOLD TR4.6K shares2.70%2026-06-302026-08-04

BIIB BIOGEN INC1.6K shares0.00%2026-06-302026-08-04

SCHA SCHWAB STRATEGIC TR9.6K shares-1.18%2026-06-302026-08-04

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ACWV ISHARES INC2.7K shares0.18%2026-06-302026-08-04

QLTY GMO ETF TRUST7.8K shares0.13%2026-06-302026-08-04

WBD WARNER BROS DISCOVERY INC12.0K shares5.31%2026-06-302026-08-04

SOUTHERN CO SOUTHERN CO3.3K shares-0.89%2026-06-302026-08-04

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SLV ISHARES SILVER TR6.0K shares98.24%2026-06-302026-08-04

BN BROOKFIELD CORP7.5K shares2.88%2026-06-302026-08-04

FPAG INVESTMENT MANAGERS SER TR I7.9K shares0.41%2026-06-302026-08-04

KVUE KENVUE INC16.5K sharesnew addition2026-06-302026-08-04

FXE INVESCO CURRENCYSHARES EURO3.0K shares0.00%2026-06-302026-08-04

FEZ SPDR INDEX SHS FDS4.5K shares1.41%2026-06-302026-08-04

IOO ISHARES TR2.2K shares0.54%2026-06-302026-08-04

TT TRANE TECHNOLOGIES PLC620 shares0.00%2026-06-302026-08-04

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NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.1K shares-5.27%2026-06-302026-08-04

PSO PEARSON PLC19.0K sharesnew addition2026-06-302026-08-04

IAT ISHARES TR4.8K shares5.24%2026-06-302026-08-04

HLT HILTON WORLDWIDE HLDGS INC907 shares0.00%2026-06-302026-08-04

ARTY ISHARES TR3.9K sharesnew addition2026-06-302026-08-04

AGNC INVT CORP AGNC INVT CORP27.4K shares4.07%2026-06-302026-08-04

CME CME GROUP INC1.3K shares11.16%2026-06-302026-08-04

RPM RPM INTL INC2.7K shares0.00%2026-06-302026-08-04

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CARS CARS COM INC26.7K shares0.00%2026-06-302026-08-04

SHMD SCHMID GROUP N.V.46.5K shares257.69%2026-06-302026-08-04

SPHQ INVESCO EXCHANGE TRADED FD T3.2K shares0.63%2026-06-302026-08-04

FDN FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-06-302026-08-04

GRMN GARMIN LTD1.2K shares0.33%2026-06-302026-08-04

SOXX ISHARES TR447 sharesnew addition2026-06-302026-08-04

CPT CAMDEN PPTY TR2.5K shares0.00%2026-06-302026-08-04

VRTX VERTEX PHARMACEUTICALS INC575 shares13.64%2026-06-302026-08-04

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TFC TRUIST FINL CORP5.7K shares0.18%2026-06-302026-08-04

ARK ETF TR ARK ETF TR3.5K shares0.00%2026-06-302026-08-04

SCHF SCHWAB STRATEGIC TR10.1K shares0.27%2026-06-302026-08-04

GTLS CHART INDS INC1.3K shares0.00%2026-06-302026-08-04

INDA ISHARES TR5.6K shares0.00%2026-06-302026-08-04

PGR PROGRESSIVE CORP1.2K shares3.17%2026-06-302026-08-04

PFF ISHARES TR8.8K shares0.51%2026-06-302026-08-04

SHY ISHARES TR3.3K shares-15.24%2026-06-302026-08-04

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LNG CHENIERE ENERGY INC1.1K shares0.00%2026-06-302026-08-04

NIE VIRTUS EQUITY & CONV INCM FD10.0K shares0.00%2026-06-302026-08-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares0.28%2026-06-302026-08-04

CGNX COGNEX CORP3.7K sharesnew addition2026-06-302026-08-04

SAP SAP SE1.7K shares1.46%2026-06-302026-08-04

VSS VANGUARD INTL EQUITY INDEX F1.7K shares-1.03%2026-06-302026-08-04

TGT TARGET CORP2.0K shares-15.87%2026-06-302026-08-04

UEC URANIUM ENERGY CORP24.7K shares0.14%2026-06-302026-08-04

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CGW INVESCO EXCH TRADED FD TR II4.0K shares0.00%2026-06-302026-08-04

TMFC RBB FD INC3.4K shares0.00%2026-06-302026-08-04

PHG KONINKLIJKE PHILIPS N V9.4K shares3.70%2026-06-302026-08-04

BTI BRITISH AMERN TOB PLC4.1K shares0.00%2026-06-302026-08-04

MTD METTLER TOLEDO INTERNATIONAL200 shares0.00%2026-06-302026-08-04

SHOP SHOPIFY INC2.2K sharesnew addition2026-06-302026-08-04

BTC GRAYSCALE BITCOIN MINI TR ET9.8K shares9.42%2026-06-302026-08-04

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW4.7K shares0.00%2026-06-302026-08-04

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PBE INVESCO EXCHANGE TRADED FD T2.8K shares-6.61%2026-06-302026-08-04

BBJP J P MORGAN EXCHANGE TRADED F3.3K shares0.00%2026-06-302026-08-04

CLX CLOROX CO DEL2.6K sharesnew addition2026-06-302026-08-04

SCHM SCHWAB STRATEGIC TR6.8K shares0.12%2026-06-302026-08-04

CERS CERUS CORP85.0K shares0.00%2026-06-302026-08-04

CCJ CAMECO CORP2.4K shares0.00%2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC2.4K shares24.11%2026-06-302026-08-04

PLD PROLOGIS INC.1.8K shares-0.11%2026-06-302026-08-04

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PML PIMCO MUN INCOME FD II31.8K shares1.58%2026-06-302026-08-04

GHC GRAHAM HLDGS CO211 shares-10.59%2026-06-302026-08-04

SCHV SCHWAB STRATEGIC TR6.9K shares-6.49%2026-06-302026-08-04

BBT BEACON FINANCIAL CORP.7.8K shares0.00%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR7.0K shares0.00%2026-06-302026-08-04

PYPL PAYPAL HLDGS INC5.4K shares-4.14%2026-06-302026-08-04

QUANTA SVCS INC QUANTA SVCS INC325 sharesnew addition2026-06-302026-08-04

PRFZ INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2026-06-302026-08-04

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FTNT FORTINET INC1.5K sharesnew addition2026-06-302026-08-04

APH AMPHENOL CORP1.3K sharesnew addition2026-06-302026-08-04

XLP SELECT SECTOR SPDR TR2.8K shares0.00%2026-06-302026-08-04

URI UNITED RENTALS INC199 sharesnew addition2026-06-302026-08-04

MFC MANULIFE FINL CORP5.6K sharesnew addition2026-06-302026-08-04

JPC NUVEEN PFD & INCOME OPPORTUN28.6K sharesnew addition2026-06-302026-08-04

UHT UNIVERSAL HEALTH RLTY INCOME5.1K shares0.00%2026-06-302026-08-04

PENG PENGUIN SOLUTIONS INC2.9K sharesnew addition2026-06-302026-08-04

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MIDD MIDDLEBY CORP1.3K sharesnew addition2026-06-302026-08-04

DUOL DUOLINGO INC1.9K sharesnew addition2026-06-302026-08-04

RPG INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2026-06-302026-08-04

GBDC GOLUB CAP BDC INC17.3K shares0.05%2026-06-302026-08-04

EDIT EDITAS MEDICINE INC68.1K shares0.00%2026-06-302026-08-04

IBRX IMMUNITYBIO INC25.0K shares0.00%2026-06-302026-08-04

GILD GILEAD SCIENCES INC1.7K shares-1.88%2026-06-302026-08-04

QCLN FIRST TR EXCHANGE-TRADED FD3.6K sharesnew addition2026-06-302026-08-04

Sponsored

EFG ISHARES TR1.7K sharesnew addition2026-06-302026-08-04

NUE NUCOR CORP967 sharesnew addition2026-06-302026-08-04

PXF INVESCO EXCH TRADED FD TR II2.8K sharesnew addition2026-06-302026-08-04

LOW LOWES COS INC961 shares4.23%2026-06-302026-08-04

VSGX VANGUARD WORLD FD2.6K sharesnew addition2026-06-302026-08-04

VANECK ETF TRUST VANECK ETF TRUST2.8K shares-3.29%2026-06-302026-08-04

GBTC GRAYSCALE BITCOIN TRUST ETF4.6K shares0.00%2026-06-302026-08-04

HDV ISHARES TR7.6K shares400.00%2026-06-302026-08-04

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JBL JABIL INC536 sharesnew addition2026-06-302026-08-04

WAT WATERS CORP550 sharesnew addition2026-06-302026-08-04

MGV VANGUARD WORLD FD1.3K sharesnew addition2026-06-302026-08-04

EFX EQUIFAX INC1.3K shares3.10%2026-06-302026-08-04

EES WISDOMTREE TR3.0K sharesnew addition2026-06-302026-08-04

SMG SCOTTS MIRACLE-GRO CO3.0K sharesnew addition2026-06-302026-08-04

CSL CARLISLE COS INC556 sharesnew addition2026-06-302026-08-04

WAB WABTEC748 sharesnew addition2026-06-302026-08-04

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RC READY CAPITAL CORP104.3K shares0.00%2026-06-302026-08-04

F FORD MTR CO12.6K shares0.06%2026-06-302026-08-04

NMZ NUVEEN MUN HIGH INCOME OPPOR15.3K sharesnew addition2026-06-302026-08-04

COPY RBB FUND TRUST10.7K shares5.45%2026-06-302026-08-04

SATELLOGIC INC SATELLOGIC INC26.3K shares0.00%2026-06-302026-08-04

CNH CNH INDL N V12.6K shares0.00%2026-06-302026-08-04

GENIUS SPORTS LIMITED GENIUS SPORTS LIMITED20.0K shares0.00%2026-06-302026-08-04

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SABA SABA CAPITAL INCOME & OPPORT11.5K shares0.00%2026-06-302026-08-04

APYX APYX MEDICAL CORPORATION20.5K shares0.00%2026-06-302026-08-04

NMFC NEW MTN FIN CORP10.6K shares0.00%2026-06-302026-08-04

EDD MORGAN STANLEY EMERGING MKTS10.0K shares0.00%2026-06-302026-08-04

CGEN COMPUGEN LTD12.0K shares0.00%2026-06-302026-08-04

ABTC AMERICAN BITCOIN CORP.32.9K shares0.00%2026-06-302026-08-04

MERC MERCER INTL INC10.0K shares0.00%2026-06-302026-08-04

SDY

SPDR SERIES TRUST

1.66%

Shares2.9M

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

1.67%

Shares1.4M

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

1.88%

Shares534.7K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

0.09%

Shares516.0K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

-0.12%

Shares486.8K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

1.27%

Shares1.1M

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

306.85%

Shares1.9M

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

0.66%

Shares458.5K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

1.21%

Shares135.6K

Event2026-06-30

Filed2026-08-04

VOOG

VANGUARD ADMIRAL FDS INC

507.30%

Shares908.7K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

3.57%

Shares219.4K

Event2026-06-30

Filed2026-08-04

IJK

ISHARES TR

1.03%

Shares501.1K

Event2026-06-30

Filed2026-08-04

DFAT

DIMENSIONAL ETF TRUST

1.28%

Shares823.9K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

8.74%

Shares633.8K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

3.23%

Shares190.7K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

534.61%

Shares523.1K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

0.37%

Shares119.4K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

0.22%

Shares194.5K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

1.10%

Shares166.1K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

-0.29%

Shares54.5K

Event2026-06-30

Filed2026-08-04

ESGU

ISHARES TR

1.10%

Shares178.9K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

-0.16%

Shares41.7K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

1.06%

Shares37.7K

Event2026-06-30

Filed2026-08-04

VTEI

VANGUARD MUN BD FDS

3.79%

Shares240.3K

Event2026-06-30

Filed2026-08-04

VYMI

VANGUARD WHITEHALL FDS

23.20%

Shares233.1K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD INTL EQUITY INDEX F

1.27%

Shares251.9K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

5.29%

Shares61.7K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

0.05%

Shares79.4K

Event2026-06-30

Filed2026-08-04

EVT

EATON VANCE TAX ADVT DIV INC

-0.63%

Shares727.3K

Event2026-06-30

Filed2026-08-04

VONG

VANGUARD SCOTTSDALE FDS

2.28%

Shares143.5K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.54%

Shares34.7K

Event2026-06-30

Filed2026-08-04

HIMU

BLACKROCK ETF TRUST II

711.18%

Shares337.2K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

24.74%

Shares68.5K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

-0.08%

Shares11.7K

Event2026-06-30

Filed2026-08-04

XLF

SELECT SECTOR SPDR TR

0.28%

Shares244.4K

Event2026-06-30

Filed2026-08-04

FTAI

FTAI AVIATION LTD

1.17%

Shares45.3K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

0.22%

Shares49.3K

Event2026-06-30

Filed2026-08-04

PNC

PNC FINL SVCS GROUP INC

-1.21%

Shares48.5K

Event2026-06-30

Filed2026-08-04

VANGUARD INTL EQUITY INDEX F

4.31%

Shares74.4K

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.11%

Shares15.1K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

6.49%

Shares30.5K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

0.40%

Shares72.0K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

-0.26%

Shares9.9K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

0.74%

Shares72.2K

Event2026-06-30

Filed2026-08-04

SUB

ISHARES TR

26.44%

Shares92.3K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

-2.06%

Shares46.6K

Event2026-06-30

Filed2026-08-04

BIV

VANGUARD BD INDEX FDS

5.08%

Shares125.0K

Event2026-06-30

Filed2026-08-04

APOLLO GLOBAL MGMT INC

0.02%

Shares79.3K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

684.37%

Shares78.4K

Event2026-06-30

Filed2026-08-04

MGK

VANGUARD WORLD FD

397.46%

Shares97.5K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

22.92%

Shares38.2K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

6.09%

Shares8.1K

Event2026-06-30

Filed2026-08-04

VBK

VANGUARD INDEX FDS

9.32%

Shares20.5K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

-2.81%

Shares51.6K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

6.99%

Shares64.4K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

-0.86%

Shares94.8K

Event2026-06-30

Filed2026-08-04

MAIN

MAIN STR CAP CORP

0.15%

Shares129.2K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

0.97%

Shares23.2K

Event2026-06-30

Filed2026-08-04

COR

CENCORA INC

0.00%

Shares22.8K

Event2026-06-30

Filed2026-08-04

WMG

WARNER MUSIC GROUP CORP

-3.06%

Shares237.7K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

303.24%

Shares51.0K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

0.82%

Shares16.6K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

1.40%

Shares15.2K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

0.47%

Shares43.7K

Event2026-06-30

Filed2026-08-04

BANK OF NY MELLON CORP

-0.23%

Shares38.8K

Event2026-06-30

Filed2026-08-04

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares99.5K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

11.27%

Shares5.1K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

0.84%

Shares21.2K

Event2026-06-30

Filed2026-08-04

WINN

HARBOR ETF TRUST

20.24%

Shares161.4K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

0.12%

Shares12.1K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

3.24%

Shares86.8K

Event2026-06-30

Filed2026-08-04

DIBS

1STDIBS COM INC

3.83%

Shares1.0M

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO

-1.72%

Shares58.0K

Event2026-06-30

Filed2026-08-04

EBAY

EBAY INC.

0.00%

Shares42.4K

Event2026-06-30

Filed2026-08-04

AXP

AMERICAN EXPRESS CO

-0.13%

Shares13.9K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

-1.43%

Shares61.1K

Event2026-06-30

Filed2026-08-04

IAC

PEOPLE INC

6.11%

Shares101.5K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

2.06%

Shares15.2K

Event2026-06-30

Filed2026-08-04

IYW

ISHARES TR

0.01%

Shares18.1K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

0.26%

Shares27.3K

Event2026-06-30

Filed2026-08-04

SMH

VANECK ETF TRUST

0.19%

Shares6.8K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

2.01%

Shares38.4K

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

6.17%

Shares17.9K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

1.83%

Shares36.2K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

3.37%

Shares6.0K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

0.33%

Shares46.7K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-1.88%

Shares55.0K

Event2026-06-30

Filed2026-08-04

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares105.1K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

0.93%

Shares66.3K

Event2026-06-30

Filed2026-08-04

VISA INC

0.97%

Shares10.8K

Event2026-06-30

Filed2026-08-04

VTEC

VANGUARD CALIF TAX FREE FDS

49.62%

Shares36.5K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

1.60%

Shares13.5K

Event2026-06-30

Filed2026-08-04

BLACKSTONE INC

4.50%

Shares29.4K

Event2026-06-30

Filed2026-08-04

VTEB

VANGUARD MUN BD FDS

-0.07%

Shares66.4K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

-5.40%

Shares34.7K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

1.23%

Shares31.4K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

5.07%

Shares8.7K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

4.96%

Shares21.7K

Event2026-06-30

Filed2026-08-04

XLE

SELECT SECTOR SPDR TR

0.53%

Shares59.7K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-04

DVY

ISHARES TR

-8.49%

Shares19.6K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

-0.49%

Shares22.2K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

0.05%

Shares20.7K

Event2026-06-30

Filed2026-08-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

3.18%

Shares18.0K

Event2026-06-30

Filed2026-08-04

EEM

ISHARES TR

9.94%

Shares43.6K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

-1.18%

Shares15.7K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

-0.20%

Shares8.0K

Event2026-06-30

Filed2026-08-04

XLC

SELECT SECTOR SPDR TR

0.24%

Shares27.1K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

0.86%

Shares24.8K

Event2026-06-30

Filed2026-08-04

DFIV

DIMENSIONAL ETF TRUST

5.18%

Shares52.6K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

0.11%

Shares3.7K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

2.71%

Shares4.9K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

0.10%

Shares3.8K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

5.91%

Shares2.3K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

0.09%

Shares5.3K

Event2026-06-30

Filed2026-08-04

CHUBB LIMITED

12.68%

Shares7.8K

Event2026-06-30

Filed2026-08-04

IWB

ISHARES TR

-7.32%

Shares6.3K

Event2026-06-30

Filed2026-08-04

CMCSA

COMCAST CORP NEW

-0.31%

Shares104.0K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

0.66%

Shares16.5K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

28.42%

Shares34.1K

Event2026-06-30

Filed2026-08-04

HAPPEN INC

-24.95%

Shares120.3K

Event2026-06-30

Filed2026-08-04

ARES CAPITAL CORP

-19.07%

Shares134.6K

Event2026-06-30

Filed2026-08-04

CONSOLIDATED EDISON INC

-3.19%

Shares22.4K

Event2026-06-30

Filed2026-08-04

SGU

STAR GROUP LP

0.02%

Shares192.0K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

4.07%

Shares5.9K

Event2026-06-30

Filed2026-08-04

VOE

VANGUARD INDEX FDS

20.91%

Shares12.2K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-3.77%

Shares7.0K

Event2026-06-30

Filed2026-08-04

CLOUDFLARE INC

-2.93%

Shares9.6K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

-25.57%

Shares5.5K

Event2026-06-30

Filed2026-08-04

VPU

VANGUARD WORLD FD

0.13%

Shares11.4K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

6.11%

Shares8.7K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

-0.98%

Shares37.6K

Event2026-06-30

Filed2026-08-04

JEPI

J P MORGAN EXCHANGE TRADED F

-0.81%

Shares38.2K

Event2026-06-30

Filed2026-08-04

ROST

ROSS STORES INC

-2.27%

Shares9.9K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

-2.09%

Shares15.5K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

1.98%

Shares86.3K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

-1.25%

Shares49.0K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

0.63%

Shares24.9K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.56%

Shares4.2K

Event2026-06-30

Filed2026-08-04

FBTC

FIDELITY WISE ORIGIN BITCOIN

4.12%

Shares39.2K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

3.41%

Shares63.1K

Event2026-06-30

Filed2026-08-04

BOEING CO

0.00%

Shares9.2K

Event2026-06-30

Filed2026-08-04

PAVE

GLOBAL X FDS

0.00%

Shares33.3K

Event2026-06-30

Filed2026-08-04

BSV

VANGUARD BD INDEX FDS

0.54%

Shares24.6K

Event2026-06-30

Filed2026-08-04

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

NSC

NORFOLK SOUTHN CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-04

VOT

VANGUARD INDEX FDS

-20.17%

Shares6.1K

Event2026-06-30

Filed2026-08-04

LAUDER ESTEE COS INC

0.04%

Shares23.6K

Event2026-06-30

Filed2026-08-04

IVE

ISHARES TR

3.92%

Shares8.2K

Event2026-06-30

Filed2026-08-04

ISHARES TR

25.28%

Shares19.0K

Event2026-06-30

Filed2026-08-04

ROUNDHILL ETF TRUST

0.00%

Shares58.7K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

900.00%

Shares5.9K

Event2026-06-30

Filed2026-08-04

COIN

COINBASE GLOBAL INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-04

ESGV

VANGUARD WORLD FD

0.63%

Shares13.2K

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

-7.45%

Shares22.4K

Event2026-06-30

Filed2026-08-04

TRAVELERS COMPANIES INC

-0.22%

Shares5.1K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

0.66%

Shares23.3K

Event2026-06-30

Filed2026-08-04

WASTE MGMT INC DEL

-0.17%

Shares7.4K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

1.50%

Shares9.0K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

-1.03%

Shares3.2K

Event2026-06-30

Filed2026-08-04

VNQ

VANGUARD INDEX FDS

1.27%

Shares16.8K

Event2026-06-30

Filed2026-08-04

TTEQ

T ROWE PRICE EXCHANGE-TRADED

New

Shares35.7K

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO

-0.01%

Shares17.2K

Event2026-06-30

Filed2026-08-04

MAR

MARRIOTT INTL INC NEW

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-04

IJT

ISHARES TR

29.94%

Shares8.5K

Event2026-06-30

Filed2026-08-04

SCHO

SCHWAB STRATEGIC TR

5.40%

Shares62.7K

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

-0.61%

Shares1.3K

Event2026-06-30

Filed2026-08-04

DEERE & CO

-1.54%

Shares2.3K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

-0.27%

Shares1.5K

Event2026-06-30

Filed2026-08-04

MET

METLIFE INC

6.37%

Shares16.3K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

-1.02%

Shares7.3K

Event2026-06-30

Filed2026-08-04

AFL

AFLAC INC

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

1.37%

Shares4.5K

Event2026-06-30

Filed2026-08-04

CNQ

CANADIAN NAT RES LTD MED TER

0.00%

Shares33.7K

Event2026-06-30

Filed2026-08-04

URTH

ISHARES INC

77.20%

Shares6.3K

Event2026-06-30

Filed2026-08-04

OKE

ONEOK INC NEW

0.00%

Shares14.1K

Event2026-06-30

Filed2026-08-04

SBUX

STARBUCKS CORP

0.19%

Shares11.7K

Event2026-06-30

Filed2026-08-04

BAI

BLACKROCK ETF TRUST

New

Shares22.7K

Event2026-06-30

Filed2026-08-04

IXUS

ISHARES TR

6.35%

Shares12.5K

Event2026-06-30

Filed2026-08-04

PTON

PELOTON INTERACTIVE INC

0.00%

Shares200.2K

Event2026-06-30

Filed2026-08-04

BNDX

VANGUARD CHARLOTTE FDS

0.71%

Shares24.2K

Event2026-06-30

Filed2026-08-04

THE CIGNA GROUP

14.55%

Shares4.3K

Event2026-06-30

Filed2026-08-04

AT&T INC

-1.04%

Shares56.1K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

-8.17%

Shares2.3K

Event2026-06-30

Filed2026-08-04

MTCH

MATCH GROUP INC NEW

-53.18%

Shares30.0K

Event2026-06-30

Filed2026-08-04

UBER

UBER TECHNOLOGIES INC

6.51%

Shares15.8K

Event2026-06-30

Filed2026-08-04

SRLN

SSGA ACTIVE ETF TR

-30.29%

Shares27.6K

Event2026-06-30

Filed2026-08-04

EFAA

INVESCO ACTIVELY MANAGED EXC

13.66%

Shares19.1K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

-1.29%

Shares7.6K

Event2026-06-30

Filed2026-08-04

VXF

VANGUARD INDEX FDS

0.61%

Shares4.3K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

0.65%

Shares2.7K

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-04

INSULET CORP

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-04

EEMV

ISHARES INC

1.17%

Shares13.5K

Event2026-06-30

Filed2026-08-04

AMT

AMERICAN TOWER CORP

0.71%

Shares6.2K

Event2026-06-30

Filed2026-08-04

IYF

ISHARES TR

-0.69%

Shares7.9K

Event2026-06-30

Filed2026-08-04

NVO

NOVO-NORDISK A S

0.00%

Shares21.0K

Event2026-06-30

Filed2026-08-04

ANGI INC

-0.03%

Shares167.7K

Event2026-06-30

Filed2026-08-04

JEF

JEFFERIES FINANCIAL GROUP IN

0.19%

Shares19.9K

Event2026-06-30

Filed2026-08-04

VBIL

VANGUARD INSTL INDEX FD

-11.34%

Shares13.0K

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING IN

-0.25%

Shares4.3K

Event2026-06-30

Filed2026-08-04

AKRE

PROFESIONALLY MANAGED PORTFO

-7.85%

Shares18.3K

Event2026-06-30

Filed2026-08-04

MRVL

MARVELL TECHNOLOGY INC

2.78%

Shares3.3K

Event2026-06-30

Filed2026-08-04

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-04

YUM

YUM BRANDS INC

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-04

HONEYWELL INTL INC

New

Shares4.1K

Event2026-06-30

Filed2026-08-04

EFAV

ISHARES TR

1.92%

Shares10.5K

Event2026-06-30

Filed2026-08-04

HONEYWELL AEROSPACE INC

New

Shares4.1K

Event2026-06-30

Filed2026-08-04

UNILEVER PLC

-1.04%

Shares15.1K

Event2026-06-30

Filed2026-08-04

EMR

EMERSON ELEC CO

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-04

SCHB

SCHWAB STRATEGIC TR

0.27%

Shares31.0K

Event2026-06-30

Filed2026-08-04

IBIT

ISHARES BITCOIN TRUST ETF

-3.99%

Shares26.5K

Event2026-06-30

Filed2026-08-04

DIA

STATE STR SPDR DOW JONES IND

-5.53%

Shares1.7K

Event2026-06-30

Filed2026-08-04

IBKR

INTERACTIVE BROKERS GROUP IN

0.09%

Shares10.0K

Event2026-06-30

Filed2026-08-04

ADX

ADAMS DIVERSIFIED EQUITY FD

0.00%

Shares33.5K

Event2026-06-30

Filed2026-08-04

SIXG

ETF SER SOLUTIONS

0.08%

Shares9.0K

Event2026-06-30

Filed2026-08-04

SHLD

GLOBAL X FDS

New

Shares14.3K

Event2026-06-30

Filed2026-08-04

FRT

FEDERAL RLTY INVT TR NEW

-8.00%

Shares6.9K

Event2026-06-30

Filed2026-08-04

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

SHEL

SHELL PLC

0.02%

Shares10.9K

Event2026-06-30

Filed2026-08-04

3M CO

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-04

AON

AON PLC

-7.17%

Shares2.5K

Event2026-06-30

Filed2026-08-04

HWM

HOWMET AEROSPACE INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

-4.27%

Shares5.3K

Event2026-06-30

Filed2026-08-04

VGK

VANGUARD INTL EQUITY INDEX F

6.63%

Shares9.3K

Event2026-06-30

Filed2026-08-04

ADI

ANALOG DEVICES INC

2.21%

Shares2.1K

Event2026-06-30

Filed2026-08-04

FDX

FEDEX CORP

-0.76%

Shares2.6K

Event2026-06-30

Filed2026-08-04

KMI

KINDER MORGAN INC DEL

0.00%

Shares25.4K

Event2026-06-30

Filed2026-08-04

SCHW

SCHWAB CHARLES CORP

0.93%

Shares8.8K

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

-0.23%

Shares3.0K

Event2026-06-30

Filed2026-08-04

ACWI

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW

0.06%

Shares6.4K

Event2026-06-30

Filed2026-08-04

TTE

TOTALENERGIES SE

1.18%

Shares10.3K

Event2026-06-30

Filed2026-08-04

DFEM

DIMENSIONAL ETF TRUST

New

Shares19.8K

Event2026-06-30

Filed2026-08-04

HALOZYME THERAPEUTICS INC

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-04

SPOTIFY TECHNOLOGY S A

-3.46%

Shares1.7K

Event2026-06-30

Filed2026-08-04

DEO

DIAGEO PLC

0.20%

Shares9.8K

Event2026-06-30

Filed2026-08-04

XLG

INVESCO EXCHANGE TRADED FD T

0.16%

Shares12.7K

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB STRATEGIC TR

-1.94%

Shares26.2K

Event2026-06-30

Filed2026-08-04

COMP

COMPASS INC

0.00%

Shares61.7K

Event2026-06-30

Filed2026-08-04

MELI

MERCADOLIBRE INC

0.00%

Shares448

Event2026-06-30

Filed2026-08-04

GAM

GENERAL AMERN INVS CO INC

0.00%

Shares11.9K

Event2026-06-30

Filed2026-08-04

CSX

CSX CORP

0.08%

Shares15.9K

Event2026-06-30

Filed2026-08-04

IWV

ISHARES TR

0.11%

Shares1.8K

Event2026-06-30

Filed2026-08-04

DOMINION ENERGY INC

2.40%

Shares10.9K

Event2026-06-30

Filed2026-08-04

KMB

KIMBERLY-CLARK CORP

-1.44%

Shares6.8K

Event2026-06-30

Filed2026-08-04

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-04

ETG

EATON VANCE TX ADV GLBL DIV

1.43%

Shares31.3K

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC

0.64%

Shares7.9K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66

-11.15%

Shares4.3K

Event2026-06-30

Filed2026-08-04

LSPD

LIGHTSPEED COMMERCE INC

0.00%

Shares69.3K

Event2026-06-30

Filed2026-08-04

ADSK

AUTODESK INC

-6.34%

Shares3.6K

Event2026-06-30

Filed2026-08-04

HOOD

ROBINHOOD MKTS INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-04

DFSV

DIMENSIONAL ETF TRUST

8.39%

Shares18.1K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

RSPA

INVESCO ACTIVELY MANAGED EXC

1.22%

Shares13.0K

Event2026-06-30

Filed2026-08-04

CET

CENTRAL SECS CORP

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-04

MYN

BLACKROCK MUNIYIELD N Y QUAL

-26.15%

Shares68.2K

Event2026-06-30

Filed2026-08-04

STUB

STUBHUB HLDGS INC

-32.38%

Shares53.5K

Event2026-06-30

Filed2026-08-04

VIGI

VANGUARD WHITEHALL FDS

0.49%

Shares7.4K

Event2026-06-30

Filed2026-08-04

EDWARDS LIFESCIENCES CORP

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-04

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

27.76%

Shares336

Event2026-06-30

Filed2026-08-04

MDB

MONGODB INC

25.38%

Shares2.0K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

2.60%

Shares3.3K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

0.06%

Shares1.6K

Event2026-06-30

Filed2026-08-04

COP

CONOCOPHILLIPS

-1.03%

Shares6.2K

Event2026-06-30

Filed2026-08-04

MGC

VANGUARD WORLD FD

0.21%

Shares2.4K

Event2026-06-30

Filed2026-08-04

VCIT

VANGUARD SCOTTSDALE FDS

-1.51%

Shares7.8K

Event2026-06-30

Filed2026-08-04

MDLZ

MONDELEZ INTL INC

0.82%

Shares11.0K

Event2026-06-30

Filed2026-08-04

DSI

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-04

BDX

BECTON DICKINSON & CO

0.39%

Shares4.2K

Event2026-06-30

Filed2026-08-04

JNK

SPDR SERIES TRUST

29.99%

Shares6.5K

Event2026-06-30

Filed2026-08-04

VTIP

VANGUARD MALVERN FDS

3.63%

Shares12.4K

Event2026-06-30

Filed2026-08-04

SFY

TIDAL TRUST I

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-04

MUNY

VANGUARD NY TAX FREE FDS

15.29%

Shares5.9K

Event2026-06-30

Filed2026-08-04

MTB

M & T BK CORP

0.08%

Shares2.5K

Event2026-06-30

Filed2026-08-04

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

1.44%

Shares2.4K

Event2026-06-30

Filed2026-08-04

DIVZ

ELEVATION SERIES TRUST

11.06%

Shares15.8K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

0.02%

Shares5.4K

Event2026-06-30

Filed2026-08-04

VCR

VANGUARD WORLD FD

-0.07%

Shares1.5K

Event2026-06-30

Filed2026-08-04

BXSL

BLACKSTONE SECD LENDING FD

-3.94%

Shares24.4K

Event2026-06-30

Filed2026-08-04

ANET

ARISTA NETWORKS INC

-2.90%

Shares3.3K

Event2026-06-30

Filed2026-08-04

BIL

SPDR SERIES TRUST

1.47%

Shares6.1K

Event2026-06-30

Filed2026-08-04

DEXCOM INC

0.00%

Shares8.3K

Event2026-06-30

Filed2026-08-04

IDEV

ISHARES TR

64.17%

Shares6.2K

Event2026-06-30

Filed2026-08-04

ETOR

ETORO GROUP LTD

New

Shares14.0K

Event2026-06-30

Filed2026-08-04

IWR

ISHARES TR

0.02%

Shares5.0K

Event2026-06-30

Filed2026-08-04

ALAB

ASTERA LABS INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

FNDX

SCHWAB STRATEGIC TR

-0.90%

Shares17.2K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-04

MSIF

MSC INCOME FUND INC

42.07%

Shares46.2K

Event2026-06-30

Filed2026-08-04

IBB

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-04

AEP

AMERICAN ELEC PWR CO INC

-2.42%

Shares3.8K

Event2026-06-30

Filed2026-08-04

IWY

ISHARES TR

0.06%

Shares1.8K

Event2026-06-30

Filed2026-08-04

TMUS

T-MOBILE US INC

1.89%

Shares3.1K

Event2026-06-30

Filed2026-08-04

NYT

NEW YORK TIMES CO MTN BE

22.50%

Shares7.3K

Event2026-06-30

Filed2026-08-04

ARES MANAGEMENT CORPORATION

1.04%

Shares4.6K

Event2026-06-30

Filed2026-08-04

ETHA

ISHARES ETHEREUM TR

-2.79%

Shares41.3K

Event2026-06-30

Filed2026-08-04

CEG

CONSTELLATION ENERGY CORP

4.57%

Shares2.0K

Event2026-06-30

Filed2026-08-04

QXO

QXO INC

27.93%

Shares28.3K

Event2026-06-30

Filed2026-08-04

OBDC

BLUE OWL CAPITAL CORPORATION

0.00%

Shares44.8K

Event2026-06-30

Filed2026-08-04

AZO

AUTOZONE INC

0.00%

Shares151

Event2026-06-30

Filed2026-08-04

MCB

METROPOLITAN BK HLDG CORP

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-04

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-04

NOBL

PROSHARES TR

100.68%

Shares8.5K

Event2026-06-30

Filed2026-08-04

NGG

NATIONAL GRID PLC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-04

FIHL

PELAGOS INS CAP LTD

0.00%

Shares19.5K

Event2026-06-30

Filed2026-08-04

ASTRAZENECA PLC

0.79%

Shares2.4K

Event2026-06-30

Filed2026-08-04

QQQM

INVESCO EXCH TRADED FD TR II

0.40%

Shares1.5K

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.89%

Shares4.5K

Event2026-06-30

Filed2026-08-04

STEW

SRH TOTAL RETURN FUND INC

0.00%

Shares24.9K

Event2026-06-30

Filed2026-08-04

XLV

SELECT SECTOR SPDR TR

4.51%

Shares2.8K

Event2026-06-30

Filed2026-08-04

SHV

ISHARES TR

0.25%

Shares4.0K

Event2026-06-30

Filed2026-08-04

DLS

WISDOMTREE TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-04

IUSG

ISHARES TR

0.09%

Shares2.3K

Event2026-06-30

Filed2026-08-04

TRGP

TARGA RES CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

-3.58%

Shares4.8K

Event2026-06-30

Filed2026-08-04

VHT

VANGUARD WORLD FD

-0.28%

Shares1.4K

Event2026-06-30

Filed2026-08-04

EXPE

EXPEDIA GROUP INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

CARR

CARRIER GLOBAL CORPORATION

0.02%

Shares5.9K

Event2026-06-30

Filed2026-08-04

ETO

EATON VANCE TAX-ADVANTAGED G

0.36%

Shares13.9K

Event2026-06-30

Filed2026-08-04

TRI CONTL CORP

5.06%

Shares12.5K

Event2026-06-30

Filed2026-08-04

HSY

HERSHEY CO

0.21%

Shares2.4K

Event2026-06-30

Filed2026-08-04

XSD

SPDR SERIES TRUST

0.15%

Shares680

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

0.26%

Shares5.1K

Event2026-06-30

Filed2026-08-04

WMB

WILLIAMS COS INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-04

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-04

HAMILTON INSURANCE GROUP LTD

-10.54%

Shares12.3K

Event2026-06-30

Filed2026-08-04

KKR

KKR & CO INC

0.11%

Shares4.5K

Event2026-06-30

Filed2026-08-04

XLY

SELECT SECTOR SPDR TR

0.06%

Shares3.5K

Event2026-06-30

Filed2026-08-04

IWS

ISHARES TR

0.08%

Shares2.5K

Event2026-06-30

Filed2026-08-04

DBX

DROPBOX INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES TR

7.36%

Shares1.8K

Event2026-06-30

Filed2026-08-04

IWP

ISHARES TR

0.04%

Shares2.7K

Event2026-06-30

Filed2026-08-04

CORTEVA INC

2.29%

Shares4.6K

Event2026-06-30

Filed2026-08-04

AMERIPRISE FINL INC

1.31%

Shares848

Event2026-06-30

Filed2026-08-04

EZU

ISHARES INC

1.76%

Shares5.6K

Event2026-06-30

Filed2026-08-04

HACK

AMPLIFY ETF TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-04

FAST

FASTENAL CO

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-04

SHW

SHERWIN WILLIAMS CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

SELECT SECTOR SPDR TR

-6.33%

Shares8.2K

Event2026-06-30

Filed2026-08-04

GSK PLC

28.98%

Shares7.0K

Event2026-06-30

Filed2026-08-04

IDEXX LABS INC

0.00%

Shares698

Event2026-06-30

Filed2026-08-04

MKC

MCCORMICK & CO INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

2.41%

Shares893

Event2026-06-30

Filed2026-08-04

ORLY

OREILLY AUTOMOTIVE INC

-13.13%

Shares3.9K

Event2026-06-30

Filed2026-08-04

IVOO

VANGUARD ADMIRAL FDS INC

1.73%

Shares2.8K

Event2026-06-30

Filed2026-08-04

MMC

MARSH & MCLENNAN COS INC

3.30%

Shares2.2K

Event2026-06-30

Filed2026-08-04

FSLR

FIRST SOLAR INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-04

IWC

ISHARES TR

-8.14%

Shares1.8K

Event2026-06-30

Filed2026-08-04

CVS

CVS HEALTH CORP

22.72%

Shares3.4K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL

8.28%

Shares1.9K

Event2026-06-30

Filed2026-08-04

IWN

ISHARES TR

0.13%

Shares1.6K

Event2026-06-30

Filed2026-08-04

ALL

ALLSTATE CORP

0.07%

Shares1.5K

Event2026-06-30

Filed2026-08-04

EVR

EVERCORE INC

0.29%

Shares1.0K

Event2026-06-30

Filed2026-08-04

IAU

ISHARES GOLD TR

2.70%

Shares4.6K

Event2026-06-30

Filed2026-08-04

BIIB

BIOGEN INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

-1.18%

Shares9.6K

Event2026-06-30

Filed2026-08-04

QNITY ELECTRONICS INC

1.14%

Shares2.0K

Event2026-06-30

Filed2026-08-04

ACWV

ISHARES INC

0.18%

Shares2.7K

Event2026-06-30

Filed2026-08-04

QLTY

GMO ETF TRUST

0.13%

Shares7.8K

Event2026-06-30

Filed2026-08-04

WBD

WARNER BROS DISCOVERY INC

5.31%

Shares12.0K

Event2026-06-30

Filed2026-08-04

SOUTHERN CO

-0.89%

Shares3.3K

Event2026-06-30

Filed2026-08-04

SLV

ISHARES SILVER TR

98.24%

Shares6.0K

Event2026-06-30

Filed2026-08-04

BROOKFIELD CORP

2.88%

Shares7.5K

Event2026-06-30

Filed2026-08-04

FPAG

INVESTMENT MANAGERS SER TR I

0.41%

Shares7.9K

Event2026-06-30

Filed2026-08-04

KVUE

KENVUE INC

New

Shares16.5K

Event2026-06-30

Filed2026-08-04

FXE

INVESCO CURRENCYSHARES EURO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-04

FEZ

SPDR INDEX SHS FDS

1.41%

Shares4.5K

Event2026-06-30

Filed2026-08-04

IOO

ISHARES TR

0.54%

Shares2.2K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

0.00%

Shares620

Event2026-06-30

Filed2026-08-04

NXP SEMICONDUCTORS N V

-5.27%

Shares1.1K

Event2026-06-30

Filed2026-08-04

PSO

PEARSON PLC

New

Shares19.0K

Event2026-06-30

Filed2026-08-04

IAT

ISHARES TR

5.24%

Shares4.8K

Event2026-06-30

Filed2026-08-04

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares907

Event2026-06-30

Filed2026-08-04

ARTY

ISHARES TR

New

Shares3.9K

Event2026-06-30

Filed2026-08-04

AGNC INVT CORP

4.07%

Shares27.4K

Event2026-06-30

Filed2026-08-04

CME

CME GROUP INC

11.16%

Shares1.3K

Event2026-06-30

Filed2026-08-04

RPM

RPM INTL INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-04

CARS

CARS COM INC

0.00%

Shares26.7K

Event2026-06-30

Filed2026-08-04

SHMD

SCHMID GROUP N.V.

257.69%

Shares46.5K

Event2026-06-30

Filed2026-08-04

SPHQ

INVESCO EXCHANGE TRADED FD T

0.63%

Shares3.2K

Event2026-06-30

Filed2026-08-04

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

GRMN

GARMIN LTD

0.33%

Shares1.2K

Event2026-06-30

Filed2026-08-04

SOXX

ISHARES TR

New

Shares447

Event2026-06-30

Filed2026-08-04

CPT

CAMDEN PPTY TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-04

VRTX

VERTEX PHARMACEUTICALS INC

13.64%

Shares575

Event2026-06-30

Filed2026-08-04

TFC

TRUIST FINL CORP

0.18%

Shares5.7K

Event2026-06-30

Filed2026-08-04

ARK ETF TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB STRATEGIC TR

0.27%

Shares10.1K

Event2026-06-30

Filed2026-08-04

GTLS

CHART INDS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-04

INDA

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-04

PGR

PROGRESSIVE CORP

3.17%

Shares1.2K

Event2026-06-30

Filed2026-08-04

PFF

ISHARES TR

0.51%

Shares8.8K

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

-15.24%

Shares3.3K

Event2026-06-30

Filed2026-08-04

LNG

CHENIERE ENERGY INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

NIE

VIRTUS EQUITY & CONV INCM FD

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-04

ACCENTURE PLC IRELAND

0.28%

Shares2.2K

Event2026-06-30

Filed2026-08-04

CGNX

COGNEX CORP

New

Shares3.7K

Event2026-06-30

Filed2026-08-04

SAP

SAP SE

1.46%

Shares1.7K

Event2026-06-30

Filed2026-08-04

VSS

VANGUARD INTL EQUITY INDEX F

-1.03%

Shares1.7K

Event2026-06-30

Filed2026-08-04

TGT

TARGET CORP

-15.87%

Shares2.0K

Event2026-06-30

Filed2026-08-04

UEC

URANIUM ENERGY CORP

0.14%

Shares24.7K

Event2026-06-30

Filed2026-08-04

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-04

TMFC

RBB FD INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

PHG

KONINKLIJKE PHILIPS N V

3.70%

Shares9.4K

Event2026-06-30

Filed2026-08-04

BTI

BRITISH AMERN TOB PLC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-04

MTD

METTLER TOLEDO INTERNATIONAL

0.00%

Shares200

Event2026-06-30

Filed2026-08-04

SHOP

SHOPIFY INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-04

BTC

GRAYSCALE BITCOIN MINI TR ET

9.42%

Shares9.8K

Event2026-06-30

Filed2026-08-04

SUNCOR ENERGY INC NEW

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-04

PBE

INVESCO EXCHANGE TRADED FD T

-6.61%

Shares2.8K

Event2026-06-30

Filed2026-08-04

BBJP

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-04

CLX

CLOROX CO DEL

New

Shares2.6K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

0.12%

Shares6.8K

Event2026-06-30

Filed2026-08-04

CERS

CERUS CORP

0.00%

Shares85.0K

Event2026-06-30

Filed2026-08-04

CCJ

CAMECO CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

24.11%

Shares2.4K

Event2026-06-30

Filed2026-08-04

PLD

PROLOGIS INC.

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-08-04

PML

PIMCO MUN INCOME FD II

1.58%

Shares31.8K

Event2026-06-30

Filed2026-08-04

GHC

GRAHAM HLDGS CO

-10.59%

Shares211

Event2026-06-30

Filed2026-08-04

SCHV

SCHWAB STRATEGIC TR

-6.49%

Shares6.9K

Event2026-06-30

Filed2026-08-04

BBT

BEACON FINANCIAL CORP.

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-04

PYPL

PAYPAL HLDGS INC

-4.14%

Shares5.4K

Event2026-06-30

Filed2026-08-04

QUANTA SVCS INC

New

Shares325

Event2026-06-30

Filed2026-08-04

PRFZ

INVESCO EXCHANGE TRADED FD T

New

Shares4.2K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP

New

Shares1.3K

Event2026-06-30

Filed2026-08-04

XLP

SELECT SECTOR SPDR TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-04

URI

UNITED RENTALS INC

New

Shares199

Event2026-06-30

Filed2026-08-04

MFC

MANULIFE FINL CORP

New

Shares5.6K

Event2026-06-30

Filed2026-08-04

JPC

NUVEEN PFD & INCOME OPPORTUN

New

Shares28.6K

Event2026-06-30

Filed2026-08-04

UHT

UNIVERSAL HEALTH RLTY INCOME

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-04

PENG

PENGUIN SOLUTIONS INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-04

MIDD

MIDDLEBY CORP

New

Shares1.3K

Event2026-06-30

Filed2026-08-04

DUOL

DUOLINGO INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-04

RPG

INVESCO EXCHANGE TRADED FD T

New

Shares3.5K

Event2026-06-30

Filed2026-08-04

GBDC

GOLUB CAP BDC INC

0.05%

Shares17.3K

Event2026-06-30

Filed2026-08-04

EDIT

EDITAS MEDICINE INC

0.00%

Shares68.1K

Event2026-06-30

Filed2026-08-04

IBRX

IMMUNITYBIO INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

-1.88%

Shares1.7K

Event2026-06-30

Filed2026-08-04

QCLN

FIRST TR EXCHANGE-TRADED FD

New

Shares3.6K

Event2026-06-30

Filed2026-08-04

EFG

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-08-04

NUE

NUCOR CORP

New

Shares967

Event2026-06-30

Filed2026-08-04

PXF

INVESCO EXCH TRADED FD TR II

New

Shares2.8K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

4.23%

Shares961

Event2026-06-30

Filed2026-08-04

VSGX

VANGUARD WORLD FD

New

Shares2.6K

Event2026-06-30

Filed2026-08-04

VANECK ETF TRUST

-3.29%

Shares2.8K

Event2026-06-30

Filed2026-08-04

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES TR

400.00%

Shares7.6K

Event2026-06-30

Filed2026-08-04

JBL

JABIL INC

New

Shares536

Event2026-06-30

Filed2026-08-04

WAT

WATERS CORP

New

Shares550

Event2026-06-30

Filed2026-08-04

MGV

VANGUARD WORLD FD

New

Shares1.3K

Event2026-06-30

Filed2026-08-04

EFX

EQUIFAX INC

3.10%

Shares1.3K

Event2026-06-30

Filed2026-08-04

EES

WISDOMTREE TR

New

Shares3.0K

Event2026-06-30

Filed2026-08-04

SMG

SCOTTS MIRACLE-GRO CO

New

Shares3.0K

Event2026-06-30

Filed2026-08-04

CSL

CARLISLE COS INC

New

Shares556

Event2026-06-30

Filed2026-08-04

WAB

WABTEC

New

Shares748

Event2026-06-30

Filed2026-08-04

READY CAPITAL CORP

0.00%

Shares104.3K

Event2026-06-30

Filed2026-08-04

FORD MTR CO

0.06%

Shares12.6K

Event2026-06-30

Filed2026-08-04

NMZ

NUVEEN MUN HIGH INCOME OPPOR

New

Shares15.3K

Event2026-06-30

Filed2026-08-04

COPY

RBB FUND TRUST

5.45%

Shares10.7K

Event2026-06-30

Filed2026-08-04

SATELLOGIC INC

0.00%

Shares26.3K

Event2026-06-30

Filed2026-08-04

CNH

CNH INDL N V

0.00%

Shares12.6K

Event2026-06-30

Filed2026-08-04

GENIUS SPORTS LIMITED

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-04

ADEA

ADEIA INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-04

SABA

SABA CAPITAL INCOME & OPPORT

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-04

APYX

APYX MEDICAL CORPORATION

0.00%

Shares20.5K

Event2026-06-30

Filed2026-08-04

NMFC

NEW MTN FIN CORP

0.00%

Shares10.6K

Event2026-06-30

Filed2026-08-04

EDD

MORGAN STANLEY EMERGING MKTS

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-04

CGEN

COMPUGEN LTD

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-04

ABTC

AMERICAN BITCOIN CORP.

0.00%

Shares32.9K

Event2026-06-30

Filed2026-08-04

MERC

MERCER INTL INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

ADEA Call CallADEIA INC3.0K sharesnew addition2026-06-302026-08-04

PENG Call CallPENGUIN SOLUTIONS INC1.0K sharesnew addition2026-06-302026-08-04

MSFT Call CallMICROSOFT CORP100 sharesnew addition2026-06-302026-08-04

ADEA Call

ADEIA INC

New

Shares3.0K

Event2026-06-30

Filed2026-08-04

PENG Call

PENGUIN SOLUTIONS INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-04

MSFT Call

MICROSOFT CORP

New

Shares100

Event2026-06-30

Filed2026-08-04

Put Option Holdings

No put option holdings data available