Sponsored

The Analysis of J.W. COLE ADVISORS, INC.'s Holdings & P&L

Currently, J.W. COLE ADVISORS, INC. holds 1593 types of securities in its portfolio with a total value $5.8B. In the most recent quarter, they have increased their positions in VOO (+147.9K shares, valued at $101.6M), MSFT (+238.7K shares, valued at $89.0M), N/A (+112.3K shares, valued at $84.1M); decreased their positions in JEPI (-133.7K shares, valued at $7.6M), AAPL (-25.2K shares, valued at $7.3M), NVDA (-25.5K shares, valued at $5.1M); initiated new positions in VOO (+147.9K shares, valued at $101.6M), MSFT (+238.7K shares, valued at $89.0M), N/A (+112.3K shares, valued at $84.1M).

1M P&L

-25.7M-0.52%

3M P&L

+32.6M+0.67%

HY P&L

-32.1M-0.65%

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/A2.8B

55.2%

2Semiconductors326.1M

6.4%

3Consumer Electronics308.2M

6.1%

Top Industries by Stock Count

1N/A849 stocks

57.7%

2Banks - Regional28 stocks

1.9%

3Asset Management24 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC1.1M shares-2.31%2026-06-302026-07-21

NVDA NVIDIA CORPORATION882.7K shares-2.80%2026-06-302026-07-21

QQQ INVESCO QQQ TR174.3K shares-0.44%2026-06-302026-07-21

VOO VANGUARD INDEX FDS147.9K sharesnew addition2026-06-302026-07-21

AMZN AMAZON COM INC405.6K shares-3.52%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T125.9K shares-0.62%2026-06-302026-07-21

MSFT MICROSOFT CORP238.7K sharesnew addition2026-06-302026-07-21

ISHARES TR ISHARES TR112.3K sharesnew addition2026-06-302026-07-21

Sponsored

GOOG ALPHABET INC178.7K shares-0.46%2026-06-302026-07-21

DGRO ISHARES TR734.2K shares-0.33%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL110.6K shares-1.51%2026-06-302026-07-21

VUG VANGUARD INDEX FDS633.4K sharesnew addition2026-06-302026-07-21

VTV VANGUARD INDEX FDS245.3K sharesnew addition2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS142.4K sharesnew addition2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS703.6K sharesnew addition2026-06-302026-07-21

GOOGL ALPHABET INC132.3K shares-0.71%2026-06-302026-07-21

Sponsored

XLK SELECT SECTOR SPDR TR247.7K shares-2.40%2026-06-302026-07-21

IVW ISHARES TR332.9K sharesnew addition2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP332.2K shares-3.29%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC32.4K sharesnew addition2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO113.1K shares-3.18%2026-06-302026-07-21

LLY ELI LILLY & CO30.4K sharesnew addition2026-06-302026-07-21

JAAA JANUS DETROIT STR TR697.7K shares6.68%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC46.2K shares-6.98%2026-06-302026-07-21

Sponsored

TSLA TESLA INC76.4K shares-2.76%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC52.1K shares-5.63%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON113.7K sharesnew addition2026-06-302026-07-21

FBCG FIDELITY COVINGTON TRUST460.6K sharesnew addition2026-06-302026-07-21

WMT WALMART INC246.3K sharesnew addition2026-06-302026-07-21

VGT VANGUARD WORLD FD233.1K shares772.38%2026-06-302026-07-21

IWM ISHARES TR91.8K sharesnew addition2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC47.1K shares1.42%2026-06-302026-07-21

Sponsored

SMH VANECK ETF TRUST39.5K shares13.02%2026-06-302026-07-21

PDI PIMCO DYNAMIC INCOME FD1.5M shares11732.64%2026-06-302026-07-21

DIA STATE STR SPDR DOW JONES IND48.3K shares2.06%2026-06-302026-07-21

BROADCOM INC BROADCOM INC65.3K shares-3.93%2026-06-302026-07-21

CAT CATERPILLAR INC22.7K sharesnew addition2026-06-302026-07-21

LGH NORTHERN LTS FD TR III378.5K shares804.58%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS99.7K sharesnew addition2026-06-302026-07-21

JEPI J P MORGAN EXCHANGE TRADED F391.3K shares-25.46%2026-06-302026-07-21

Sponsored

QQH NORTHERN LTS FD TR III256.2K shares-3.84%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION22.3K shares-0.91%2026-06-302026-07-21

CVX CHEVRON CORPORATION125.9K sharesnew addition2026-06-302026-07-21

VXF VANGUARD INDEX FDS82.8K sharesnew addition2026-06-302026-07-21

GLD SPDR GOLD TR54.6K shares-6.69%2026-06-302026-07-21

BIL SPDR SERIES TRUST216.2K shares1.79%2026-06-302026-07-21

GE GE AEROSPACE52.7K sharesnew addition2026-06-302026-07-21

ICSH ISHARES TR387.5K shares7.86%2026-06-302026-07-21

Sponsored

COWZ PACER FDS TR312.2K shares-2.11%2026-06-302026-07-21

UPS UNITED PARCEL SVCS INC178.8K sharesnew addition2026-06-302026-07-21

GEV GE VERNOVA INC15.9K shares-10.98%2026-06-302026-07-21

ABBVIE INC ABBVIE INC73.9K shares-1.10%2026-06-302026-07-21

IVE ISHARES TR81.8K sharesnew addition2026-06-302026-07-21

SCHG SCHWAB STRATEGIC TR543.7K sharesnew addition2026-06-302026-07-21

TXN TEXAS INSTRS INC60.4K sharesnew addition2026-06-302026-07-21

PM PHILIP MORRIS INTL INC98.7K sharesnew addition2026-06-302026-07-21

Sponsored

HD HOME DEPOT INC49.8K sharesnew addition2026-06-302026-07-21

PPA INVESCO EXCHANGE TRADED FD T99.5K shares4.67%2026-06-302026-07-21

XLI SELECT SECTOR SPDR TR94.4K shares9.63%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F292.5K sharesnew addition2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC35.1K sharesnew addition2026-06-302026-07-21

VO VANGUARD INDEX FDS207.4K sharesnew addition2026-06-302026-07-21

QYLD GLOBAL X FDS906.1K shares-3.68%2026-06-302026-07-21

EFA ISHARES TR160.3K sharesnew addition2026-06-302026-07-21

Sponsored

PG PROCTER & GAMBLE CO113.1K sharesnew addition2026-06-302026-07-21

XLV SELECT SECTOR SPDR TR102.0K shares-1.55%2026-06-302026-07-21

FBND FIDELITY MERRIMACK STR TR354.5K sharesnew addition2026-06-302026-07-21

VB VANGUARD INDEX FDS53.0K sharesnew addition2026-06-302026-07-21

INTC INTEL CORP114.9K sharesnew addition2026-06-302026-07-21

RDVY FIRST TR EXCHANGE TRADED FD193.7K shares25.43%2026-06-302026-07-21

CGDV CAPITAL GROUP DIVIDEND VALUE314.1K shares21.49%2026-06-302026-07-21

IYW ISHARES TR60.9K sharesnew addition2026-06-302026-07-21

Sponsored

XLP SELECT SECTOR SPDR TR184.8K shares3.40%2026-06-302026-07-21

VOOG VANGUARD ADMIRAL FDS INC181.2K sharesnew addition2026-06-302026-07-21

VISA INC VISA INC42.5K shares-3.22%2026-06-302026-07-21

SDVY FIRST TR EXCHANGE TRADED FD332.6K shares-0.40%2026-06-302026-07-21

MGK VANGUARD WORLD FD160.9K sharesnew addition2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS50.3K sharesnew addition2026-06-302026-07-21

MRVL MARVELL TECHNOLOGY INC46.7K sharesnew addition2026-06-302026-07-21

OEF ISHARES TR38.0K sharesnew addition2026-06-302026-07-21

Sponsored

IJH ISHARES TR179.6K sharesnew addition2026-06-302026-07-21

KO COCA COLA CO170.2K sharesnew addition2026-06-302026-07-21

GLW CORNING INC54.1K sharesnew addition2026-06-302026-07-21

VIS VANGUARD WORLD FD38.2K shares1.55%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC156.1K shares-1.09%2026-06-302026-07-21

XMMO INVESCO EXCHANGE TRADED FD T80.2K shares4.45%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP26.8K sharesnew addition2026-06-302026-07-21

COP CONOCOPHILLIPS128.9K shares-1.75%2026-06-302026-07-21

Sponsored

ISHARES TR ISHARES TR135.1K sharesnew addition2026-06-302026-07-21

MO ALTRIA GROUP INC185.4K shares-0.60%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION70.2K shares-5.69%2026-06-302026-07-21

TFLO ISHARES TR262.3K shares3.48%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC313.2K shares-5.05%2026-06-302026-07-21

UTG REAVES UTIL INCOME FD323.1K sharesnew addition2026-06-302026-07-21

PULS PGIM ETF TR263.6K shares6.61%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC111.2K shares15.88%2026-06-302026-07-21

Sponsored

MRK MERCK & CO INC100.1K shares-1.36%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC12.7K shares1.56%2026-06-302026-07-21

COLUMBIA ETF TR I COLUMBIA ETF TR I428.1K shares-7.70%2026-06-302026-07-21

JPST J P MORGAN EXCHANGE TRADED F248.8K shares5.33%2026-06-302026-07-21

SNDK SANDISK CORP5.5K shares-22.58%2026-06-302026-07-21

BAC BANK OF AMER CORP216.5K shares0.35%2026-06-302026-07-21

T AT&T INC585.9K shares-2.28%2026-06-302026-07-21

BSV VANGUARD BD INDEX FDS154.5K sharesnew addition2026-06-302026-07-21

Sponsored

IWF ISHARES TR96.6K sharesnew addition2026-06-302026-07-21

JQUA J P MORGAN EXCHANGE TRADED F164.7K shares-2.97%2026-06-302026-07-21

QQQI NEOS ETF TRUST207.6K shares274.74%2026-06-302026-07-21

QUANTA SVCS INC QUANTA SVCS INC16.0K shares12.44%2026-06-302026-07-21

ISHARES TR ISHARES TR118.7K shares2.69%2026-06-302026-07-21

BA BOEING CO52.3K shares-7.06%2026-06-302026-07-21

BNDX VANGUARD CHARLOTTE FDS229.9K shares16.94%2026-06-302026-07-21

PVAL PUTNAM ETF TRUST212.8K sharesnew addition2026-06-302026-07-21

Sponsored

DUK DUKE ENERGY CORP NEW85.6K shares-6.91%2026-06-302026-07-21

NMZ NUVEEN MUN HIGH INCOME OPPOR1.0M sharesnew addition2026-06-302026-07-21

ITOT ISHARES TR65.7K sharesnew addition2026-06-302026-07-21

BRK.A BERKSHIRE HATHAWAY INC DEL14 sharesnew addition2026-06-302026-07-21

DJIA GLOBAL X FDS467.5K shares-0.67%2026-06-302026-07-21

PTLC PACER FDS TR176.8K shares-5.97%2026-06-302026-07-21

USMV ISHARES TR104.8K shares1.42%2026-06-302026-07-21

ALPS ETF TR ALPS ETF TR195.0K shares2.70%2026-06-302026-07-21

Sponsored

DNP DNP SELECT INCOME FD INC930.5K shares27.66%2026-06-302026-07-21

FTEC FIDELITY COVINGTON TRUST35.0K sharesnew addition2026-06-302026-07-21

MCD MCDONALDS CORP36.8K sharesnew addition2026-06-302026-07-21

XLE SELECT SECTOR SPDR TR186.0K shares-12.62%2026-06-302026-07-21

PANW PALO ALTO NETWORKS INC28.8K sharesnew addition2026-06-302026-07-21

QQQM INVESCO EXCH TRADED FD TR II32.3K shares5.00%2026-06-302026-07-21

UNP UNION PAC CORP35.9K sharesnew addition2026-06-302026-07-21

EEM ISHARES TR142.6K sharesnew addition2026-06-302026-07-21

Sponsored

LRCX LAM RESEARCH CORP22.5K sharesnew addition2026-06-302026-07-21

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC12.6K shares-4.17%2026-06-302026-07-21

SOXX ISHARES TR14.9K sharesnew addition2026-06-302026-07-21

SGOV ISHARES TR94.4K shares22.97%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC80.8K shares-5.18%2026-06-302026-07-21

ITA ISHARES TR39.1K sharesnew addition2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.130.5K shares1.51%2026-06-302026-07-21

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR205.3K shares-6.37%2026-06-302026-07-21

Sponsored

RSP INVESCO EXCHANGE TRADED FD T43.0K shares7.87%2026-06-302026-07-21

QUAL ISHARES TR40.9K shares-10.14%2026-06-302026-07-21

BIV VANGUARD BD INDEX FDS115.4K sharesnew addition2026-06-302026-07-21

PSX PHILLIPS 6652.4K sharesnew addition2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC21.3K shares4.73%2026-06-302026-07-21

FDL FIRST TR EXCHANGE-TRADED FD180.8K sharesnew addition2026-06-302026-07-21

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP51.5K sharesnew addition2026-06-302026-07-21

SPYG SPDR SERIES TRUST73.5K shares17.51%2026-06-302026-07-21

Sponsored

IWD ISHARES TR35.7K sharesnew addition2026-06-302026-07-21

CIBR FIRST TR EXCHANGE-TRADED FD96.2K shares-1.68%2026-06-302026-07-21

IWP ISHARES TR57.4K sharesnew addition2026-06-302026-07-21

WFC WELLS FARGO & CO101.4K sharesnew addition2026-06-302026-07-21

EFG ISHARES TR66.3K sharesnew addition2026-06-302026-07-21

IJR ISHARES TR55.2K sharesnew addition2026-06-302026-07-21

VCIT VANGUARD SCOTTSDALE FDS98.2K shares-0.49%2026-06-302026-07-21

XLF SELECT SECTOR SPDR TR151.1K shares4.18%2026-06-302026-07-21

Sponsored

AXP AMERICAN EXPRESS CO23.8K shares-2.60%2026-06-302026-07-21

LOW LOWES COS INC36.3K sharesnew addition2026-06-302026-07-21

SLV ISHARES SILVER TR146.4K shares-0.53%2026-06-302026-07-21

DELL DELL TECHNOLOGIES INC18.1K shares10.12%2026-06-302026-07-21

BFC BANK FIRST CORP52.3K sharesnew addition2026-06-302026-07-21

GCOW PACER FDS TR179.1K sharesnew addition2026-06-302026-07-21

SCHX SCHWAB STRATEGIC TR263.3K sharesnew addition2026-06-302026-07-21

WASTE MGMT INC DEL WASTE MGMT INC DEL34.7K shares-2.74%2026-06-302026-07-21

Sponsored

VYM VANGUARD WHITEHALL FDS48.9K sharesnew addition2026-06-302026-07-21

VXUS VANGUARD STAR FDS89.6K sharesnew addition2026-06-302026-07-21

ISRG INTUITIVE SURGICAL INC19.2K shares0.07%2026-06-302026-07-21

NOBL PROSHARES TR135.9K shares90.36%2026-06-302026-07-21

PYLD PIMCO ETF TR283.8K sharesnew addition2026-06-302026-07-21

MTUM ISHARES TR21.9K shares-5.21%2026-06-302026-07-21

SOUTHERN CO SOUTHERN CO78.2K sharesnew addition2026-06-302026-07-21

BX BLACKSTONE INC63.5K shares-3.29%2026-06-302026-07-21

Sponsored

XYLD GLOBAL X FDS180.1K shares-0.69%2026-06-302026-07-21

ORACLE CORP ORACLE CORP50.1K shares-5.49%2026-06-302026-07-21

SPSM SPDR SERIES TRUST126.5K shares-0.53%2026-06-302026-07-21

BND VANGUARD BD INDEX FDS97.3K sharesnew addition2026-06-302026-07-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.4K shares-24.71%2026-06-302026-07-21

DIS DISNEY WALT CO72.7K sharesnew addition2026-06-302026-07-21

FLOT ISHARES TR136.9K shares535.56%2026-06-302026-07-21

O REALTY INCOME CORP112.8K sharesnew addition2026-06-302026-07-21

Sponsored

SPMO INVESCO EXCH TRADED FD TR II43.2K shares21.33%2026-06-302026-07-21

VHT VANGUARD WORLD FD23.3K shares-2.41%2026-06-302026-07-21

VDC VANGUARD WORLD FD30.9K shares1.43%2026-06-302026-07-21

CGGR CAPITAL GROUP GROWTH ETF145.8K shares1.13%2026-06-302026-07-21

KORP AMERICAN CENTY ETF TR142.1K shares98.54%2026-06-302026-07-21

DE DEERE & CO10.5K sharesnew addition2026-06-302026-07-21

PECO PHILLIPS EDISON & CO INC159.1K shares-1.37%2026-06-302026-07-21

XLY SELECT SECTOR SPDR TR56.2K shares-3.45%2026-06-302026-07-21

Sponsored

SPYV SPDR SERIES TRUST107.8K shares3.05%2026-06-302026-07-21

TDIV FIRST TR EXCHANGE TRADED FD56.4K shares24.40%2026-06-302026-07-21

BINC BLACKROCK ETF TRUST II123.3K shares50.59%2026-06-302026-07-21

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F104.6K shares7.77%2026-06-302026-07-21

IBDU ISHARES TR277.6K shares-0.93%2026-06-302026-07-21

SPDR SERIES TRUST SPDR SERIES TRUST73.1K shares-2.20%2026-06-302026-07-21

VOE VANGUARD INDEX FDS32.3K sharesnew addition2026-06-302026-07-21

RDVI FIRST TR EXCHANGE-TRADED FD215.1K shares34.19%2026-06-302026-07-21

Sponsored

LNG CHENIERE ENERGY INC26.4K shares4.63%2026-06-302026-07-21

STRL STERLING INFRASTRUCTURE INC7.3K sharesnew addition2026-06-302026-07-21

IDV ISHARES TR146.5K sharesnew addition2026-06-302026-07-21

CRCL CIRCLE INTERNET GROUP INC96.7K sharesnew addition2026-06-302026-07-21

IQLT ISHARES TR122.0K shares3.84%2026-06-302026-07-21

SCHV SCHWAB STRATEGIC TR172.6K sharesnew addition2026-06-302026-07-21

SPLV INVESCO EXCH TRADED FD TR II80.0K shares3.93%2026-06-302026-07-21

AMGN AMGEN INC16.5K shares-0.91%2026-06-302026-07-21

Sponsored

WMB WILLIAMS COS INC80.2K sharesnew addition2026-06-302026-07-21

IYG ISHARES TR65.8K sharesnew addition2026-06-302026-07-21

DVY ISHARES TR37.9K sharesnew addition2026-06-302026-07-21

VLU SPDR SERIES TRUST24.9K shares0.37%2026-06-302026-07-21

VANECK ETF TRUST VANECK ETF TRUST78.2K shares8.76%2026-06-302026-07-21

TJX TJX COS INC NEW38.6K sharesnew addition2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED11.4K shares0.27%2026-06-302026-07-21

QCOM QUALCOMM INC31.6K sharesnew addition2026-06-302026-07-21

Sponsored

SLYG SPDR SERIES TRUST48.8K shares-2.06%2026-06-302026-07-21

PEP PEPSICO INC42.7K sharesnew addition2026-06-302026-07-21

RY ROYAL BK CDA27.9K sharesnew addition2026-06-302026-07-21

AIQ GLOBAL X FDS87.5K shares10.43%2026-06-302026-07-21

AIRR FIRST TR EXCHANGE TRADED FD43.0K shares-0.06%2026-06-302026-07-21

HEGD LISTED FDS TR212.9K shares23.55%2026-06-302026-07-21

PFE PFIZER INC235.7K sharesnew addition2026-06-302026-07-21

HONEYWELL INTL INC HONEYWELL INTL INC25.3K sharesnew addition2026-06-302026-07-21

Sponsored

GABELLI EQUITY TR INC GABELLI EQUITY TR INC998.5K sharesnew addition2026-06-302026-07-21

ETR ENTERGY CORP NEW48.9K shares4.12%2026-06-302026-07-21

CGGO CAPITAL GROUP GBL GROWTH EQT131.4K sharesnew addition2026-06-302026-07-21

DGRW WISDOMTREE TR57.8K shares-4.04%2026-06-302026-07-21

CGSM CAPITAL GRP FIXED INCM ETF T209.3K sharesnew addition2026-06-302026-07-21

IEMG ISHARES INC66.7K shares-13.93%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR174.0K sharesnew addition2026-06-302026-07-21

FTSM FIRST TR EXCHANGE-TRADED FD92.3K shares10.48%2026-06-302026-07-21

Sponsored

VAW VANGUARD WORLD FD24.1K shares1.39%2026-06-302026-07-21

ASML ASML HLDG NV2.8K shares11.43%2026-06-302026-07-21

BLV VANGUARD BD INDEX FDS79.2K sharesnew addition2026-06-302026-07-21

FELV FIDELITY COVINGTON TRUST135.4K shares-1.94%2026-06-302026-07-21

MP MP MATERIALS CORP96.1K sharesnew addition2026-06-302026-07-21

AEP AMERICAN ELEC PWR CO INC39.2K shares1.71%2026-06-302026-07-21

VV VANGUARD INDEX FDS15.6K sharesnew addition2026-06-302026-07-21

SPYI NEOS ETF TRUST100.7K shares10.46%2026-06-302026-07-21

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KLAC KLA CORP17.6K sharesnew addition2026-06-302026-07-21

VLY VALLEY NATL BANCORP362.2K sharesnew addition2026-06-302026-07-21

PH PARKER-HANNIFIN CORP5.3K sharesnew addition2026-06-302026-07-21

MAIN MAIN STR CAP CORP100.6K shares-5.87%2026-06-302026-07-21

AGNC INVT CORP AGNC INVT CORP478.1K shares2.65%2026-06-302026-07-21

IWB ISHARES TR12.7K sharesnew addition2026-06-302026-07-21

COPX GLOBAL X FDS67.2K shares1.93%2026-06-302026-07-21

RPM RPM INTL INC45.9K sharesnew addition2026-06-302026-07-21

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ETN EATON CORP PLC12.0K shares5.30%2026-06-302026-07-21

DYNF BLACKROCK ETF TRUST74.7K shares-2.43%2026-06-302026-07-21

MDY STATE STR SPDR S&P MIDCAP 407.1K shares2.95%2026-06-302026-07-21

VT VANGUARD INTL EQUITY INDEX F31.7K sharesnew addition2026-06-302026-07-21

MAR MARRIOTT INTL INC NEW13.3K sharesnew addition2026-06-302026-07-21

GPIX GOLDMAN SACHS ETF TR88.3K shares39.33%2026-06-302026-07-21

AVUV AMERICAN CENTY ETF TR39.1K shares11.64%2026-06-302026-07-21

MS MORGAN STANLEY23.3K sharesnew addition2026-06-302026-07-21

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EPD ENTERPRISE PRODS PARTNERS L130.4K sharesnew addition2026-06-302026-07-21

IBDV ISHARES TR218.9K shares50.76%2026-06-302026-07-21

ANET ARISTA NETWORKS INC27.9K shares-0.25%2026-06-302026-07-21

VMBS VANGUARD SCOTTSDALE FDS101.3K shares5.99%2026-06-302026-07-21

TIP ISHARES TR43.2K sharesnew addition2026-06-302026-07-21

PDO PIMCO DYNAMIC INCOME OPRNTS357.2K sharesnew addition2026-06-302026-07-21

IBHG ISHARES TR213.6K shares-4.07%2026-06-302026-07-21

GD GENERAL DYNAMICS CORP13.2K sharesnew addition2026-06-302026-07-21

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BAI BLACKROCK ETF TRUST87.8K shares5.05%2026-06-302026-07-21

APH AMPHENOL CORP26.2K shares16.65%2026-06-302026-07-21

SPHQ INVESCO EXCHANGE TRADED FD T51.3K shares0.04%2026-06-302026-07-21

FNDF SCHWAB STRATEGIC TR87.1K sharesnew addition2026-06-302026-07-21

F FORD MTR CO330.3K sharesnew addition2026-06-302026-07-21

GRID FIRST TR EXCHANGE-TRADED FD23.8K shares14.43%2026-06-302026-07-21

CMI CUMMINS INC6.4K sharesnew addition2026-06-302026-07-21

CEG CONSTELLATION ENERGY CORP18.3K shares4.43%2026-06-302026-07-21

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SDY SPDR SERIES TRUST29.8K shares-11.03%2026-06-302026-07-21

RISR TIDAL TRUST I123.7K sharesnew addition2026-06-302026-07-21

IWS ISHARES TR27.1K sharesnew addition2026-06-302026-07-21

FTCS FIRST TR EXCHANGE-TRADED FD47.4K shares-0.26%2026-06-302026-07-21

PSLV SPROTT ASSET MANAGEMENT LP233.6K shares-12.10%2026-06-302026-07-21

ROL ROLLINS INC104.8K sharesnew addition2026-06-302026-07-21

IGSB ISHARES TR83.4K sharesnew addition2026-06-302026-07-21

WDC WESTERN DIGITAL CORP6.8K sharesnew addition2026-06-302026-07-21

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SHOP SHOPIFY INC37.7K shares4.70%2026-06-302026-07-21

TRFK PACER FDS TR40.2K shares-5.88%2026-06-302026-07-21

MDLZ MONDELEZ INTL INC73.9K sharesnew addition2026-06-302026-07-21

FIX COMFORT SYS USA INC2.1K sharesnew addition2026-06-302026-07-21

TPLC TIMOTHY PLAN84.3K sharesnew addition2026-06-302026-07-21

VOT VANGUARD INDEX FDS13.9K sharesnew addition2026-06-302026-07-21

BHF BRIGHTHOUSE FINL INC67.0K shares93.38%2026-06-302026-07-21

NBSD NEUBERGER BERMAN ETF TRUST83.0K sharesnew addition2026-06-302026-07-21

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AXON AXON ENTERPRISE INC7.5K shares-4.23%2026-06-302026-07-21

ECL ECOLAB INC15.0K sharesnew addition2026-06-302026-07-21

PNC PNC FINL SVCS GROUP INC17.0K sharesnew addition2026-06-302026-07-21

VEU VANGUARD INTL EQUITY INDEX F49.9K sharesnew addition2026-06-302026-07-21

VBR VANGUARD INDEX FDS17.2K sharesnew addition2026-06-302026-07-21

VBK VANGUARD INDEX FDS11.4K sharesnew addition2026-06-302026-07-21

TER TERADYNE INC8.6K sharesnew addition2026-06-302026-07-21

ET ENERGY TRANSFER L P215.7K shares-0.23%2026-06-302026-07-21

Sponsored

NUE NUCOR CORP18.5K sharesnew addition2026-06-302026-07-21

NOC NORTHROP GRUMMAN CORP8.0K sharesnew addition2026-06-302026-07-21

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC18.3K sharesnew addition2026-06-302026-07-21

MCK MCKESSON CORP5.4K shares1.90%2026-06-302026-07-21

HWM HOWMET AEROSPACE INC15.0K sharesnew addition2026-06-302026-07-21

HDV ISHARES TR145.9K shares399.05%2026-06-302026-07-21

SUN SUNOCO LP/SUNOCO FIN CORP59.1K shares-2.24%2026-06-302026-07-21

3M CO 3M CO24.5K shares-4.17%2026-06-302026-07-21

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LSTR LANDSTAR SYS INC19.1K sharesnew addition2026-06-302026-07-21

ABT ABBOTT LABORATORIES43.5K shares-5.57%2026-06-302026-07-21

NEM NEWMONT CORP42.2K sharesnew addition2026-06-302026-07-21

SHY ISHARES TR47.8K sharesnew addition2026-06-302026-07-21

DPG DUFF & PHELPS UTLITY AND INF264.2K shares8.58%2026-06-302026-07-21

IWR ISHARES TR35.4K sharesnew addition2026-06-302026-07-21

VRT VERTIV HOLDINGS CO11.6K shares-17.19%2026-06-302026-07-21

XBI SPDR SERIES TRUST24.6K shares171.70%2026-06-302026-07-21

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ROAD CONSTRUCTION PARTNERS INC32.6K shares0.00%2026-06-302026-07-21

CASY CASEYS GEN STORES INC4.8K sharesnew addition2026-06-302026-07-21

GILD GILEAD SCIENCES INC30.5K sharesnew addition2026-06-302026-07-21

VPU VANGUARD WORLD FD19.3K shares-2.74%2026-06-302026-07-21

C CITIGROUP INC27.0K sharesnew addition2026-06-302026-07-21

CGUS CAPITAL GROUP CORE EQUITY ET84.8K shares-2.08%2026-06-302026-07-21

FSTA FIDELITY COVINGTON TRUST71.6K sharesnew addition2026-06-302026-07-21

BP BP PLC101.7K shares-4.19%2026-06-302026-07-21

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TT TRANE TECHNOLOGIES PLC7.6K shares0.78%2026-06-302026-07-21

LNT ALLIANT ENERGY CORP48.8K shares-1.08%2026-06-302026-07-21

WTV WISDOMTREE TR36.4K shares21.94%2026-06-302026-07-21

DTCR GLOBAL X FDS121.4K shares178.60%2026-06-302026-07-21

CALF PACER FDS TR72.3K shares-2.92%2026-06-302026-07-21

UBER UBER TECHNOLOGIES INC50.7K shares2.65%2026-06-302026-07-21

ICVT ISHARES TR30.0K shares1.67%2026-06-302026-07-21

VYMI VANGUARD WHITEHALL FDS37.2K sharesnew addition2026-06-302026-07-21

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IRM IRON MTN INC DEL28.5K shares-3.25%2026-06-302026-07-21

CWB SPDR SERIES TRUST33.2K shares112.84%2026-06-302026-07-21

FSK FS KKR CAP CORP340.3K sharesnew addition2026-06-302026-07-21

IAU ISHARES GOLD TR46.9K sharesnew addition2026-06-302026-07-21

IUSB ISHARES TR76.2K shares28.73%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS36.2K sharesnew addition2026-06-302026-07-21

FVD FIRST TR EXCHANGE-TRADED FD72.3K shares-6.36%2026-06-302026-07-21

MTBA SIMPLIFY EXCHANGE TRADED FUN70.4K shares12.23%2026-06-302026-07-21

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BMY BRISTOL-MYERS SQUIBB CO59.8K sharesnew addition2026-06-302026-07-21

MOAT VANECK ETF TRUST33.0K shares3.57%2026-06-302026-07-21

IBDT ISHARES TR135.8K shares31.53%2026-06-302026-07-21

CGBL CAPITAL GROUP CORE BALANCED89.8K shares1424.19%2026-06-302026-07-21

REMX VANECK ETF TRUST38.5K shares-5.10%2026-06-302026-07-21

DEM WISDOMTREE TR63.3K shares2.09%2026-06-302026-07-21

MEDTRONIC PLC MEDTRONIC PLC43.2K shares-28.44%2026-06-302026-07-21

XMHQ INVESCO EXCHANGE TRADED FD T29.7K shares4.67%2026-06-302026-07-21

Sponsored

KMI KINDER MORGAN INC DEL104.9K shares-2.19%2026-06-302026-07-21

FLRT PACER FDS TR71.9K sharesnew addition2026-06-302026-07-21

JPIE J P MORGAN EXCHANGE TRADED F72.6K shares86.56%2026-06-302026-07-21

MYRG MYR GROUP INC6.7K shares95.03%2026-06-302026-07-21

AVEM AMERICAN CENTY ETF TR34.5K shares28.99%2026-06-302026-07-21

FPEI FIRST TR EXCH TRADED FD III172.4K shares117.51%2026-06-302026-07-21

BPRE BLUEROCK PVT REAL ESTATE FD253.6K sharesnew addition2026-06-302026-07-21

DRI DARDEN RESTAURANTS INC16.0K sharesnew addition2026-06-302026-07-21

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FSMD FIDELITY COVINGTON TRUST62.1K sharesnew addition2026-06-302026-07-21

IDU ISHARES TR28.5K sharesnew addition2026-06-302026-07-21

BSCS INVESCO EXCH TRD SLF IDX FD160.1K sharesnew addition2026-06-302026-07-21

IEI ISHARES TR27.6K sharesnew addition2026-06-302026-07-21

BSCQ INVESCO EXCH TRD SLF IDX FD165.2K sharesnew addition2026-06-302026-07-21

RDIV INVESCO EXCH TRADED FD TR II55.6K shares4.02%2026-06-302026-07-21

UTES ETFIS SER TR I38.9K shares8.64%2026-06-302026-07-21

FUMB FIRST TR EXCH TRADED FD III158.6K shares3.25%2026-06-302026-07-21

Sponsored

IYE ISHARES TR56.2K sharesnew addition2026-06-302026-07-21

IBDZ ISHARES TR120.3K shares0.05%2026-06-302026-07-21

XLG INVESCO EXCHANGE TRADED FD T50.7K shares-6.20%2026-06-302026-07-21

DTE DTE ENERGY CO20.3K sharesnew addition2026-06-302026-07-21

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IJT ISHARES TR16.9K sharesnew addition2026-06-302026-07-21

NLY ANNALY CAPITAL MANAGEMENT IN135.0K shares5.66%2026-06-302026-07-21

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IDEV ISHARES TR33.8K shares-1.75%2026-06-302026-07-21

CAH CARDINAL HEALTH INC12.6K shares17.62%2026-06-302026-07-21

SBUX STARBUCKS CORP29.3K sharesnew addition2026-06-302026-07-21

VNLA JANUS DETROIT STR TR61.2K shares33.03%2026-06-302026-07-21

MELI MERCADOLIBRE INC1.8K shares17.07%2026-06-302026-07-21

PRU PRUDENTIAL FINL INC27.6K sharesnew addition2026-06-302026-07-21

BTI BRITISH AMERN TOB PLC48.3K sharesnew addition2026-06-302026-07-21

LHX L3HARRIS TECHNOLOGIES INC10.3K sharesnew addition2026-06-302026-07-21

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EFV ISHARES TR38.9K sharesnew addition2026-06-302026-07-21

TMO THERMO FISHER SCIENTIFIC INC5.9K sharesnew addition2026-06-302026-07-21

SHYG ISHARES TR69.7K shares13.17%2026-06-302026-07-21

BUFR FIRST TR EXCHNG TRADED FD VI80.9K sharesnew addition2026-06-302026-07-21

CARR CARRIER GLOBAL CORPORATION40.3K shares-0.70%2026-06-302026-07-21

JFR NUVEEN FLOATING RATE INCOME381.7K sharesnew addition2026-06-302026-07-21

PRK PARK NATL CORP16.0K sharesnew addition2026-06-302026-07-21

COF CAPITAL ONE FINL CORP14.5K shares5.07%2026-06-302026-07-21

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AAOI APPLIED OPTOELECTRONICS INC19.7K shares201.50%2026-06-302026-07-21

ILCB ISHARES TR28.1K sharesnew addition2026-06-302026-07-21

BSCR INVESCO EXCH TRD SLF IDX FD148.3K sharesnew addition2026-06-302026-07-21

SYK STRYKER CORPORATION9.2K sharesnew addition2026-06-302026-07-21

MINT PIMCO ETF TR28.6K shares29.06%2026-06-302026-07-21

ENB ENBRIDGE INC53.2K shares0.00%2026-06-302026-07-21

SHV ISHARES TR26.0K sharesnew addition2026-06-302026-07-21

IYH ISHARES TR42.8K sharesnew addition2026-06-302026-07-21

Sponsored

LONZ PIMCO ETF TR57.7K shares15.06%2026-06-302026-07-21

NVT NVENT ELEC PLC16.8K shares9.07%2026-06-302026-07-21

IFRA ISHARES TR45.1K shares8.74%2026-06-302026-07-21

GLTR ABRDN PRECIOUS METALS BASKET15.7K shares-1.77%2026-06-302026-07-21

TCAF T ROWE PRICE EXCHANGE-TRADED68.8K shares7.57%2026-06-302026-07-21

THRO BLACKROCK ETF TRUST64.2K shares-12.70%2026-06-302026-07-21

HYG ISHARES TR34.5K sharesnew addition2026-06-302026-07-21

CHUBB LIMITED CHUBB LIMITED8.1K shares-3.53%2026-06-302026-07-21

Sponsored

MKS INC. MKS INC.6.2K shares-15.64%2026-06-302026-07-21

VTEB VANGUARD MUN BD FDS54.2K sharesnew addition2026-06-302026-07-21

HPE HEWLETT PACKARD ENTERPRISE C60.8K shares349.03%2026-06-302026-07-21

WELL WELLTOWER INC12.1K shares-0.99%2026-06-302026-07-21

VLO VALERO ENERGY CORP10.5K shares-2.27%2026-06-302026-07-21

WPC WP CAREY INC38.2K shares100.61%2026-06-302026-07-21

APD AIR PRODUCTS AND CHEMICALS I9.3K shares-2.03%2026-06-302026-07-21

FAD FIRST TR EXCHANGE-TRADED ALP13.5K shares56.35%2026-06-302026-07-21

Sponsored

NLR VANECK ETF TRUST23.3K shares3.27%2026-06-302026-07-21

PJFG PGIM ETF TR23.3K sharesnew addition2026-06-302026-07-21

SCHP SCHWAB STRATEGIC TR100.8K sharesnew addition2026-06-302026-07-21

MSI MOTOROLA SOLUTIONS INC6.4K sharesnew addition2026-06-302026-07-21

UCON FIRST TR EXCHNG TRADED FD VI106.7K shares811.62%2026-06-302026-07-21

IXUS ISHARES TR27.7K shares17.66%2026-06-302026-07-21

CEF SPROTT ASSET MANAGEMENT LP65.7K sharesnew addition2026-06-302026-07-21

CLOI VANECK ETF TRUST49.9K sharesnew addition2026-06-302026-07-21

Sponsored

IYT ISHARES TR30.4K sharesnew addition2026-06-302026-07-21

GTO INVESCO ACTIVELY MANAGED EXC56.2K sharesnew addition2026-06-302026-07-21

CCJ CAMECO CORP25.8K shares1.85%2026-06-302026-07-21

IDEXX LABS INC IDEXX LABS INC5.0K shares1.66%2026-06-302026-07-21

DFAS DIMENSIONAL ETF TRUST31.7K shares5.73%2026-06-302026-07-21

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP8.2K shares-11.58%2026-06-302026-07-21

ED CONSOLIDATED EDISON INC23.4K sharesnew addition2026-06-302026-07-21

CSQ CALAMOS STRATEGIC TOTAL RETU125.6K sharesnew addition2026-06-302026-07-21

Sponsored

EXC EXELON CORP55.3K shares1.06%2026-06-302026-07-21

MBB ISHARES TR27.2K sharesnew addition2026-06-302026-07-21

MGV VANGUARD WORLD FD15.7K sharesnew addition2026-06-302026-07-21

COHR COHERENT CORP6.5K shares-31.04%2026-06-302026-07-21

SHW SHERWIN WILLIAMS CO7.4K sharesnew addition2026-06-302026-07-21

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC7.7K shares17.92%2026-06-302026-07-21

HSY HERSHEY CO14.4K sharesnew addition2026-06-302026-07-21

SCHM SCHWAB STRATEGIC TR68.5K sharesnew addition2026-06-302026-07-21

Sponsored

NVG NUVEEN AMT FREE MUN CR INC F197.4K sharesnew addition2026-06-302026-07-21

CVS CVS HEALTH CORP24.3K sharesnew addition2026-06-302026-07-21

FEGE RBB FUND TRUST51.3K sharesnew addition2026-06-302026-07-21

VOOV VANGUARD ADMIRAL FDS INC11.3K sharesnew addition2026-06-302026-07-21

ESGU ISHARES TR15.1K shares-1.19%2026-06-302026-07-21

HPI HANCOCK JOHN PFD INCOME FD152.5K sharesnew addition2026-06-302026-07-21

NEAR ISHARES U S ETF TR48.8K shares-0.48%2026-06-302026-07-21

CCD CALAMOS DYNAMIC CONV & INCOM95.0K sharesnew addition2026-06-302026-07-21

Sponsored

USB US BANCORP40.5K sharesnew addition2026-06-302026-07-21

AOR ISHARES TR35.1K sharesnew addition2026-06-302026-07-21

ALL ALLSTATE CORP10.2K shares-4.45%2026-06-302026-07-21

EWY ISHARES INC12.1K sharesnew addition2026-06-302026-07-21

FTNT FORTINET INC15.7K shares6.05%2026-06-302026-07-21

PKW INVESCO EXCHANGE TRADED FD T16.9K shares-3.80%2026-06-302026-07-21

GSLC GOLDMAN SACHS ETF TR16.9K sharesnew addition2026-06-302026-07-21

DFCF DIMENSIONAL ETF TRUST56.4K sharesnew addition2026-06-302026-07-21

Sponsored

WEC WEC ENERGY GROUP INC20.3K shares-8.35%2026-06-302026-07-21

RFEM FIRST TR EXCH TRADED FD III25.2K sharesnew addition2026-06-302026-07-21

TFC TRUIST FINL CORP47.3K shares-2.53%2026-06-302026-07-21

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION16.1K shares23.29%2026-06-302026-07-21

MSIF MSC INCOME FUND INC202.2K sharesnew addition2026-06-302026-07-21

TPHD TIMOTHY PLAN55.1K sharesnew addition2026-06-302026-07-21

EMXC ISHARES INC22.7K shares0.42%2026-06-302026-07-21

CRM SALESFORCE INC14.7K shares-3.11%2026-06-302026-07-21

Sponsored

BUXX EA SERIES TRUST113.4K shares67.62%2026-06-302026-07-21

NBIS NEBIUS GROUP N.V.8.3K shares-26.86%2026-06-302026-07-21

CL COLGATE PALMOLIVE CO24.9K sharesnew addition2026-06-302026-07-21

SHEL SHELL PLC29.4K sharesnew addition2026-06-302026-07-21

KKR KKR & CO INC24.8K shares-6.28%2026-06-302026-07-21

ADM ARCHER DANIELS MIDLAND CO29.7K shares-10.98%2026-06-302026-07-21

CMCSA COMCAST CORP NEW92.4K shares-3.47%2026-06-302026-07-21

EMR EMERSON ELEC CO15.8K sharesnew addition2026-06-302026-07-21

Sponsored

FAST FASTENAL CO47.2K sharesnew addition2026-06-302026-07-21

EMQQ EXCHANGE TRADED CONCEPTS TRU72.2K sharesnew addition2026-06-302026-07-21

LIN LINDE PLC4.3K shares0.42%2026-06-302026-07-21

IYF ISHARES TR17.6K sharesnew addition2026-06-302026-07-21

MPC MARATHON PETE CORP8.7K shares-9.90%2026-06-302026-07-21

FDVV FIDELITY COVINGTON TRUST37.0K sharesnew addition2026-06-302026-07-21

PHYS SPROTT ASSET MANAGEMENT LP73.9K shares-16.96%2026-06-302026-07-21

SPMD SPDR SERIES TRUST33.0K shares3.45%2026-06-302026-07-21

Sponsored

MUB ISHARES TR20.7K sharesnew addition2026-06-302026-07-21

NSC NORFOLK SOUTHN CORP7.1K sharesnew addition2026-06-302026-07-21

EFAV ISHARES TR25.3K shares-0.55%2026-06-302026-07-21

MET METLIFE INC26.2K shares6.93%2026-06-302026-07-21

BK BANK OF NY MELLON CORP15.2K shares0.45%2026-06-302026-07-21

JGRO J P MORGAN EXCHANGE TRADED F22.2K sharesnew addition2026-06-302026-07-21

PREF PRINCIPAL EXCHANGE TRADED FD114.6K sharesnew addition2026-06-302026-07-21

ARK ETF TR ARK ETF TR27.0K shares0.19%2026-06-302026-07-21

Sponsored

CACI CACI INTL INC4.7K sharesnew addition2026-06-302026-07-21

BEN FRANKLIN RESOURCES INC65.3K sharesnew addition2026-06-302026-07-21

AHR AMERICAN HEALTHCARE REIT INC41.6K sharesnew addition2026-06-302026-07-21

NXG NXG NEXTGEN INFRASTR INCM FD33.4K sharesnew addition2026-06-302026-07-21

FREEPORT MCMORAN INC FREEPORT MCMORAN INC34.1K shares4.78%2026-06-302026-07-21

SERVICENOW INC SERVICENOW INC21.5K shares-7.57%2026-06-302026-07-21

OUST OUSTER INC33.8K sharesnew addition2026-06-302026-07-21

GDXJ VANECK ETF TRUST21.5K shares-9.74%2026-06-302026-07-21

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VGSH VANGUARD SCOTTSDALE FDS36.0K shares-12.95%2026-06-302026-07-21

PENG PENGUIN SOLUTIONS INC27.6K sharesnew addition2026-06-302026-07-21

ADP AUTOMATIC DATA PROCESSING IN9.3K shares-4.81%2026-06-302026-07-21

APTIV PLC APTIV PLC33.8K shares229.10%2026-06-302026-07-21

ONEQ FIDELITY COMWLTH TR20.1K sharesnew addition2026-06-302026-07-21

ASTRAZENECA PLC ASTRAZENECA PLC10.9K shares0.00%2026-06-302026-07-21

BE BLOOM ENERGY CORP6.8K shares125.94%2026-06-302026-07-21

PEG PUBLIC SVC ENTERPRISE GROUP25.4K sharesnew addition2026-06-302026-07-21

Sponsored

RYLD GLOBAL X FDS128.8K shares1.10%2026-06-302026-07-21

XLC SELECT SECTOR SPDR TR19.1K shares-12.93%2026-06-302026-07-21

PFF ISHARES TR67.2K sharesnew addition2026-06-302026-07-21

IAK ISHARES TR14.5K sharesnew addition2026-06-302026-07-21

QQQG PACER FDS TR61.9K sharesnew addition2026-06-302026-07-21

IWY ISHARES TR7.0K sharesnew addition2026-06-302026-07-21

CORTEVA INC CORTEVA INC23.9K shares-1.54%2026-06-302026-07-21

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD44.9K sharesnew addition2026-06-302026-07-21

Sponsored

ROK ROCKWELL AUTOMATION INC4.1K sharesnew addition2026-06-302026-07-21

HYDB ISHARES TR43.1K shares17.67%2026-06-302026-07-21

SLB SLB LIMITED43.2K sharesnew addition2026-06-302026-07-21

KNG FIRST TR EXCHANGE-TRADED FD39.6K sharesnew addition2026-06-302026-07-21

AAPL

APPLE INC

-2.31%

Shares1.1M

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-2.80%

Shares882.7K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

-0.44%

Shares174.3K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

New

Shares147.9K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-3.52%

Shares405.6K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-0.62%

Shares125.9K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

New

Shares238.7K

Event2026-06-30

Filed2026-07-21

ISHARES TR

New

Shares112.3K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-0.46%

Shares178.7K

Event2026-06-30

Filed2026-07-21

DGRO

ISHARES TR

-0.33%

Shares734.2K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.51%

Shares110.6K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

New

Shares633.4K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

New

Shares245.3K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

New

Shares142.4K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

New

Shares703.6K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-0.71%

Shares132.3K

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

-2.40%

Shares247.7K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

New

Shares332.9K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

-3.29%

Shares332.2K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

New

Shares32.4K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-3.18%

Shares113.1K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

New

Shares30.4K

Event2026-06-30

Filed2026-07-21

JAAA

JANUS DETROIT STR TR

6.68%

Shares697.7K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

-6.98%

Shares46.2K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

-2.76%

Shares76.4K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

-5.63%

Shares52.1K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

New

Shares113.7K

Event2026-06-30

Filed2026-07-21

FBCG

FIDELITY COVINGTON TRUST

New

Shares460.6K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

New

Shares246.3K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

772.38%

Shares233.1K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

New

Shares91.8K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

1.42%

Shares47.1K

Event2026-06-30

Filed2026-07-21

SMH

VANECK ETF TRUST

13.02%

Shares39.5K

Event2026-06-30

Filed2026-07-21

PDI

PIMCO DYNAMIC INCOME FD

11732.64%

Shares1.5M

Event2026-06-30

Filed2026-07-21

DIA

STATE STR SPDR DOW JONES IND

2.06%

Shares48.3K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

-3.93%

Shares65.3K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

New

Shares22.7K

Event2026-06-30

Filed2026-07-21

LGH

NORTHERN LTS FD TR III

804.58%

Shares378.5K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares99.7K

Event2026-06-30

Filed2026-07-21

JEPI

J P MORGAN EXCHANGE TRADED F

-25.46%

Shares391.3K

Event2026-06-30

Filed2026-07-21

QQH

NORTHERN LTS FD TR III

-3.84%

Shares256.2K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-0.91%

Shares22.3K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

New

Shares125.9K

Event2026-06-30

Filed2026-07-21

VXF

VANGUARD INDEX FDS

New

Shares82.8K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

-6.69%

Shares54.6K

Event2026-06-30

Filed2026-07-21

BIL

SPDR SERIES TRUST

1.79%

Shares216.2K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

New

Shares52.7K

Event2026-06-30

Filed2026-07-21

ICSH

ISHARES TR

7.86%

Shares387.5K

Event2026-06-30

Filed2026-07-21

COWZ

PACER FDS TR

-2.11%

Shares312.2K

Event2026-06-30

Filed2026-07-21

UPS

UNITED PARCEL SVCS INC

New

Shares178.8K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

-10.98%

Shares15.9K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

-1.10%

Shares73.9K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR

New

Shares81.8K

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB STRATEGIC TR

New

Shares543.7K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

New

Shares60.4K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

New

Shares98.7K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

New

Shares49.8K

Event2026-06-30

Filed2026-07-21

PPA

INVESCO EXCHANGE TRADED FD T

4.67%

Shares99.5K

Event2026-06-30

Filed2026-07-21

XLI

SELECT SECTOR SPDR TR

9.63%

Shares94.4K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares292.5K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares35.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

New

Shares207.4K

Event2026-06-30

Filed2026-07-21

QYLD

GLOBAL X FDS

-3.68%

Shares906.1K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES TR

New

Shares160.3K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

New

Shares113.1K

Event2026-06-30

Filed2026-07-21

XLV

SELECT SECTOR SPDR TR

-1.55%

Shares102.0K

Event2026-06-30

Filed2026-07-21

FBND

FIDELITY MERRIMACK STR TR

New

Shares354.5K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

New

Shares53.0K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares114.9K

Event2026-06-30

Filed2026-07-21

RDVY

FIRST TR EXCHANGE TRADED FD

25.43%

Shares193.7K

Event2026-06-30

Filed2026-07-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

21.49%

Shares314.1K

Event2026-06-30

Filed2026-07-21

IYW

ISHARES TR

New

Shares60.9K

Event2026-06-30

Filed2026-07-21

XLP

SELECT SECTOR SPDR TR

3.40%

Shares184.8K

Event2026-06-30

Filed2026-07-21

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares181.2K

Event2026-06-30

Filed2026-07-21

VISA INC

-3.22%

Shares42.5K

Event2026-06-30

Filed2026-07-21

SDVY

FIRST TR EXCHANGE TRADED FD

-0.40%

Shares332.6K

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD WORLD FD

New

Shares160.9K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares50.3K

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY INC

New

Shares46.7K

Event2026-06-30

Filed2026-07-21

OEF

ISHARES TR

New

Shares38.0K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

New

Shares179.6K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

New

Shares170.2K

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

New

Shares54.1K

Event2026-06-30

Filed2026-07-21

VIS

VANGUARD WORLD FD

1.55%

Shares38.2K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

-1.09%

Shares156.1K

Event2026-06-30

Filed2026-07-21

XMMO

INVESCO EXCHANGE TRADED FD T

4.45%

Shares80.2K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

New

Shares26.8K

Event2026-06-30

Filed2026-07-21

COP

CONOCOPHILLIPS

-1.75%

Shares128.9K

Event2026-06-30

Filed2026-07-21

ISHARES TR

New

Shares135.1K

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

-0.60%

Shares185.4K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

-5.69%

Shares70.2K

Event2026-06-30

Filed2026-07-21

TFLO

ISHARES TR

3.48%

Shares262.3K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

-5.05%

Shares313.2K

Event2026-06-30

Filed2026-07-21

UTG

REAVES UTIL INCOME FD

New

Shares323.1K

Event2026-06-30

Filed2026-07-21

PULS

PGIM ETF TR

6.61%

Shares263.6K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

15.88%

Shares111.2K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

-1.36%

Shares100.1K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

1.56%

Shares12.7K

Event2026-06-30

Filed2026-07-21

COLUMBIA ETF TR I

-7.70%

Shares428.1K

Event2026-06-30

Filed2026-07-21

JPST

J P MORGAN EXCHANGE TRADED F

5.33%

Shares248.8K

Event2026-06-30

Filed2026-07-21

SNDK

SANDISK CORP

-22.58%

Shares5.5K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

0.35%

Shares216.5K

Event2026-06-30

Filed2026-07-21

AT&T INC

-2.28%

Shares585.9K

Event2026-06-30

Filed2026-07-21

BSV

VANGUARD BD INDEX FDS

New

Shares154.5K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

New

Shares96.6K

Event2026-06-30

Filed2026-07-21

JQUA

J P MORGAN EXCHANGE TRADED F

-2.97%

Shares164.7K

Event2026-06-30

Filed2026-07-21

QQQI

NEOS ETF TRUST

274.74%

Shares207.6K

Event2026-06-30

Filed2026-07-21

QUANTA SVCS INC

12.44%

Shares16.0K

Event2026-06-30

Filed2026-07-21

ISHARES TR

2.69%

Shares118.7K

Event2026-06-30

Filed2026-07-21

BOEING CO

-7.06%

Shares52.3K

Event2026-06-30

Filed2026-07-21

BNDX

VANGUARD CHARLOTTE FDS

16.94%

Shares229.9K

Event2026-06-30

Filed2026-07-21

PVAL

PUTNAM ETF TRUST

New

Shares212.8K

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

-6.91%

Shares85.6K

Event2026-06-30

Filed2026-07-21

NMZ

NUVEEN MUN HIGH INCOME OPPOR

New

Shares1.0M

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR

New

Shares65.7K

Event2026-06-30

Filed2026-07-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares14

Event2026-06-30

Filed2026-07-21

DJIA

GLOBAL X FDS

-0.67%

Shares467.5K

Event2026-06-30

Filed2026-07-21

PTLC

PACER FDS TR

-5.97%

Shares176.8K

Event2026-06-30

Filed2026-07-21

USMV

ISHARES TR

1.42%

Shares104.8K

Event2026-06-30

Filed2026-07-21

ALPS ETF TR

2.70%

Shares195.0K

Event2026-06-30

Filed2026-07-21

DNP

DNP SELECT INCOME FD INC

27.66%

Shares930.5K

Event2026-06-30

Filed2026-07-21

FTEC

FIDELITY COVINGTON TRUST

New

Shares35.0K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

New

Shares36.8K

Event2026-06-30

Filed2026-07-21

XLE

SELECT SECTOR SPDR TR

-12.62%

Shares186.0K

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

New

Shares28.8K

Event2026-06-30

Filed2026-07-21

QQQM

INVESCO EXCH TRADED FD TR II

5.00%

Shares32.3K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

New

Shares35.9K

Event2026-06-30

Filed2026-07-21

EEM

ISHARES TR

New

Shares142.6K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

New

Shares22.5K

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC

-4.17%

Shares12.6K

Event2026-06-30

Filed2026-07-21

SOXX

ISHARES TR

New

Shares14.9K

Event2026-06-30

Filed2026-07-21

SGOV

ISHARES TR

22.97%

Shares94.4K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

-5.18%

Shares80.8K

Event2026-06-30

Filed2026-07-21

ITA

ISHARES TR

New

Shares39.1K

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

1.51%

Shares130.5K

Event2026-06-30

Filed2026-07-21

SELECT SECTOR SPDR TR

-6.37%

Shares205.3K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

7.87%

Shares43.0K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

-10.14%

Shares40.9K

Event2026-06-30

Filed2026-07-21

BIV

VANGUARD BD INDEX FDS

New

Shares115.4K

Event2026-06-30

Filed2026-07-21

PSX

PHILLIPS 66

New

Shares52.4K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

4.73%

Shares21.3K

Event2026-06-30

Filed2026-07-21

FDL

FIRST TR EXCHANGE-TRADED FD

New

Shares180.8K

Event2026-06-30

Filed2026-07-21

SPACE EXPLORATION TECHN CORP

New

Shares51.5K

Event2026-06-30

Filed2026-07-21

SPYG

SPDR SERIES TRUST

17.51%

Shares73.5K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

New

Shares35.7K

Event2026-06-30

Filed2026-07-21

CIBR

FIRST TR EXCHANGE-TRADED FD

-1.68%

Shares96.2K

Event2026-06-30

Filed2026-07-21

IWP

ISHARES TR

New

Shares57.4K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

New

Shares101.4K

Event2026-06-30

Filed2026-07-21

EFG

ISHARES TR

New

Shares66.3K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

New

Shares55.2K

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD SCOTTSDALE FDS

-0.49%

Shares98.2K

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

4.18%

Shares151.1K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

-2.60%

Shares23.8K

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

New

Shares36.3K

Event2026-06-30

Filed2026-07-21

SLV

ISHARES SILVER TR

-0.53%

Shares146.4K

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES INC

10.12%

Shares18.1K

Event2026-06-30

Filed2026-07-21

BFC

BANK FIRST CORP

New

Shares52.3K

Event2026-06-30

Filed2026-07-21

GCOW

PACER FDS TR

New

Shares179.1K

Event2026-06-30

Filed2026-07-21

SCHX

SCHWAB STRATEGIC TR

New

Shares263.3K

Event2026-06-30

Filed2026-07-21

WASTE MGMT INC DEL

-2.74%

Shares34.7K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS

New

Shares48.9K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

New

Shares89.6K

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

0.07%

Shares19.2K

Event2026-06-30

Filed2026-07-21

NOBL

PROSHARES TR

90.36%

Shares135.9K

Event2026-06-30

Filed2026-07-21

PYLD

PIMCO ETF TR

New

Shares283.8K

Event2026-06-30

Filed2026-07-21

MTUM

ISHARES TR

-5.21%

Shares21.9K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

New

Shares78.2K

Event2026-06-30

Filed2026-07-21

BLACKSTONE INC

-3.29%

Shares63.5K

Event2026-06-30

Filed2026-07-21

XYLD

GLOBAL X FDS

-0.69%

Shares180.1K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

-5.49%

Shares50.1K

Event2026-06-30

Filed2026-07-21

SPSM

SPDR SERIES TRUST

-0.53%

Shares126.5K

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

New

Shares97.3K

Event2026-06-30

Filed2026-07-21

SEAGATE TECHNOLOGY HLDNGS PL

-24.71%

Shares7.4K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

New

Shares72.7K

Event2026-06-30

Filed2026-07-21

FLOT

ISHARES TR

535.56%

Shares136.9K

Event2026-06-30

Filed2026-07-21

REALTY INCOME CORP

New

Shares112.8K

Event2026-06-30

Filed2026-07-21

SPMO

INVESCO EXCH TRADED FD TR II

21.33%

Shares43.2K

Event2026-06-30

Filed2026-07-21

VHT

VANGUARD WORLD FD

-2.41%

Shares23.3K

Event2026-06-30

Filed2026-07-21

VDC

VANGUARD WORLD FD

1.43%

Shares30.9K

Event2026-06-30

Filed2026-07-21

CGGR

CAPITAL GROUP GROWTH ETF

1.13%

Shares145.8K

Event2026-06-30

Filed2026-07-21

KORP

AMERICAN CENTY ETF TR

98.54%

Shares142.1K

Event2026-06-30

Filed2026-07-21

DEERE & CO

New

Shares10.5K

Event2026-06-30

Filed2026-07-21

PECO

PHILLIPS EDISON & CO INC

-1.37%

Shares159.1K

Event2026-06-30

Filed2026-07-21

XLY

SELECT SECTOR SPDR TR

-3.45%

Shares56.2K

Event2026-06-30

Filed2026-07-21

SPYV

SPDR SERIES TRUST

3.05%

Shares107.8K

Event2026-06-30

Filed2026-07-21

TDIV

FIRST TR EXCHANGE TRADED FD

24.40%

Shares56.4K

Event2026-06-30

Filed2026-07-21

BINC

BLACKROCK ETF TRUST II

50.59%

Shares123.3K

Event2026-06-30

Filed2026-07-21

J P MORGAN EXCHANGE TRADED F

7.77%

Shares104.6K

Event2026-06-30

Filed2026-07-21

IBDU

ISHARES TR

-0.93%

Shares277.6K

Event2026-06-30

Filed2026-07-21

SPDR SERIES TRUST

-2.20%

Shares73.1K

Event2026-06-30

Filed2026-07-21

VOE

VANGUARD INDEX FDS

New

Shares32.3K

Event2026-06-30

Filed2026-07-21

RDVI

FIRST TR EXCHANGE-TRADED FD

34.19%

Shares215.1K

Event2026-06-30

Filed2026-07-21

LNG

CHENIERE ENERGY INC

4.63%

Shares26.4K

Event2026-06-30

Filed2026-07-21

STRL

STERLING INFRASTRUCTURE INC

New

Shares7.3K

Event2026-06-30

Filed2026-07-21

IDV

ISHARES TR

New

Shares146.5K

Event2026-06-30

Filed2026-07-21

CRCL

CIRCLE INTERNET GROUP INC

New

Shares96.7K

Event2026-06-30

Filed2026-07-21

IQLT

ISHARES TR

3.84%

Shares122.0K

Event2026-06-30

Filed2026-07-21

SCHV

SCHWAB STRATEGIC TR

New

Shares172.6K

Event2026-06-30

Filed2026-07-21

SPLV

INVESCO EXCH TRADED FD TR II

3.93%

Shares80.0K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

-0.91%

Shares16.5K

Event2026-06-30

Filed2026-07-21

WMB

WILLIAMS COS INC

New

Shares80.2K

Event2026-06-30

Filed2026-07-21

IYG

ISHARES TR

New

Shares65.8K

Event2026-06-30

Filed2026-07-21

DVY

ISHARES TR

New

Shares37.9K

Event2026-06-30

Filed2026-07-21

VLU

SPDR SERIES TRUST

0.37%

Shares24.9K

Event2026-06-30

Filed2026-07-21

VANECK ETF TRUST

8.76%

Shares78.2K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

New

Shares38.6K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

0.27%

Shares11.4K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

New

Shares31.6K

Event2026-06-30

Filed2026-07-21

SLYG

SPDR SERIES TRUST

-2.06%

Shares48.8K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

New

Shares42.7K

Event2026-06-30

Filed2026-07-21

ROYAL BK CDA

New

Shares27.9K

Event2026-06-30

Filed2026-07-21

AIQ

GLOBAL X FDS

10.43%

Shares87.5K

Event2026-06-30

Filed2026-07-21

AIRR

FIRST TR EXCHANGE TRADED FD

-0.06%

Shares43.0K

Event2026-06-30

Filed2026-07-21

HEGD

LISTED FDS TR

23.55%

Shares212.9K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

New

Shares235.7K

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares25.3K

Event2026-06-30

Filed2026-07-21

GABELLI EQUITY TR INC

New

Shares998.5K

Event2026-06-30

Filed2026-07-21

ETR

ENTERGY CORP NEW

4.12%

Shares48.9K

Event2026-06-30

Filed2026-07-21

CGGO

CAPITAL GROUP GBL GROWTH EQT

New

Shares131.4K

Event2026-06-30

Filed2026-07-21

DGRW

WISDOMTREE TR

-4.04%

Shares57.8K

Event2026-06-30

Filed2026-07-21

CGSM

CAPITAL GRP FIXED INCM ETF T

New

Shares209.3K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

-13.93%

Shares66.7K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

New

Shares174.0K

Event2026-06-30

Filed2026-07-21

FTSM

FIRST TR EXCHANGE-TRADED FD

10.48%

Shares92.3K

Event2026-06-30

Filed2026-07-21

VAW

VANGUARD WORLD FD

1.39%

Shares24.1K

Event2026-06-30

Filed2026-07-21

ASML

ASML HLDG NV

11.43%

Shares2.8K

Event2026-06-30

Filed2026-07-21

BLV

VANGUARD BD INDEX FDS

New

Shares79.2K

Event2026-06-30

Filed2026-07-21

FELV

FIDELITY COVINGTON TRUST

-1.94%

Shares135.4K

Event2026-06-30

Filed2026-07-21

MP MATERIALS CORP

New

Shares96.1K

Event2026-06-30

Filed2026-07-21

AEP

AMERICAN ELEC PWR CO INC

1.71%

Shares39.2K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

New

Shares15.6K

Event2026-06-30

Filed2026-07-21

SPYI

NEOS ETF TRUST

10.46%

Shares100.7K

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP

New

Shares17.6K

Event2026-06-30

Filed2026-07-21

VLY

VALLEY NATL BANCORP

New

Shares362.2K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

New

Shares5.3K

Event2026-06-30

Filed2026-07-21

MAIN

MAIN STR CAP CORP

-5.87%

Shares100.6K

Event2026-06-30

Filed2026-07-21

AGNC INVT CORP

2.65%

Shares478.1K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES TR

New

Shares12.7K

Event2026-06-30

Filed2026-07-21

COPX

GLOBAL X FDS

1.93%

Shares67.2K

Event2026-06-30

Filed2026-07-21

RPM

RPM INTL INC

New

Shares45.9K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

5.30%

Shares12.0K

Event2026-06-30

Filed2026-07-21

DYNF

BLACKROCK ETF TRUST

-2.43%

Shares74.7K

Event2026-06-30

Filed2026-07-21

MDY

STATE STR SPDR S&P MIDCAP 40

2.95%

Shares7.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INTL EQUITY INDEX F

New

Shares31.7K

Event2026-06-30

Filed2026-07-21

MAR

MARRIOTT INTL INC NEW

New

Shares13.3K

Event2026-06-30

Filed2026-07-21

GPIX

GOLDMAN SACHS ETF TR

39.33%

Shares88.3K

Event2026-06-30

Filed2026-07-21

AVUV

AMERICAN CENTY ETF TR

11.64%

Shares39.1K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

New

Shares23.3K

Event2026-06-30

Filed2026-07-21

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares130.4K

Event2026-06-30

Filed2026-07-21

IBDV

ISHARES TR

50.76%

Shares218.9K

Event2026-06-30

Filed2026-07-21

ANET

ARISTA NETWORKS INC

-0.25%

Shares27.9K

Event2026-06-30

Filed2026-07-21

VMBS

VANGUARD SCOTTSDALE FDS

5.99%

Shares101.3K

Event2026-06-30

Filed2026-07-21

TIP

ISHARES TR

New

Shares43.2K

Event2026-06-30

Filed2026-07-21

PDO

PIMCO DYNAMIC INCOME OPRNTS

New

Shares357.2K

Event2026-06-30

Filed2026-07-21

IBHG

ISHARES TR

-4.07%

Shares213.6K

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

New

Shares13.2K

Event2026-06-30

Filed2026-07-21

BAI

BLACKROCK ETF TRUST

5.05%

Shares87.8K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

16.65%

Shares26.2K

Event2026-06-30

Filed2026-07-21

SPHQ

INVESCO EXCHANGE TRADED FD T

0.04%

Shares51.3K

Event2026-06-30

Filed2026-07-21

FNDF

SCHWAB STRATEGIC TR

New

Shares87.1K

Event2026-06-30

Filed2026-07-21

FORD MTR CO

New

Shares330.3K

Event2026-06-30

Filed2026-07-21

GRID

FIRST TR EXCHANGE-TRADED FD

14.43%

Shares23.8K

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC

New

Shares6.4K

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP

4.43%

Shares18.3K

Event2026-06-30

Filed2026-07-21

SDY

SPDR SERIES TRUST

-11.03%

Shares29.8K

Event2026-06-30

Filed2026-07-21

RISR

TIDAL TRUST I

New

Shares123.7K

Event2026-06-30

Filed2026-07-21

IWS

ISHARES TR

New

Shares27.1K

Event2026-06-30

Filed2026-07-21

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.26%

Shares47.4K

Event2026-06-30

Filed2026-07-21

PSLV

SPROTT ASSET MANAGEMENT LP

-12.10%

Shares233.6K

Event2026-06-30

Filed2026-07-21

ROL

ROLLINS INC

New

Shares104.8K

Event2026-06-30

Filed2026-07-21

IGSB

ISHARES TR

New

Shares83.4K

Event2026-06-30

Filed2026-07-21

WDC

WESTERN DIGITAL CORP

New

Shares6.8K

Event2026-06-30

Filed2026-07-21

SHOP

SHOPIFY INC

4.70%

Shares37.7K

Event2026-06-30

Filed2026-07-21

TRFK

PACER FDS TR

-5.88%

Shares40.2K

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTL INC

New

Shares73.9K

Event2026-06-30

Filed2026-07-21

FIX

COMFORT SYS USA INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-21

TPLC

TIMOTHY PLAN

New

Shares84.3K

Event2026-06-30

Filed2026-07-21

VOT

VANGUARD INDEX FDS

New

Shares13.9K

Event2026-06-30

Filed2026-07-21

BHF

BRIGHTHOUSE FINL INC

93.38%

Shares67.0K

Event2026-06-30

Filed2026-07-21

NBSD

NEUBERGER BERMAN ETF TRUST

New

Shares83.0K

Event2026-06-30

Filed2026-07-21

AXON

AXON ENTERPRISE INC

-4.23%

Shares7.5K

Event2026-06-30

Filed2026-07-21

ECL

ECOLAB INC

New

Shares15.0K

Event2026-06-30

Filed2026-07-21

PNC

PNC FINL SVCS GROUP INC

New

Shares17.0K

Event2026-06-30

Filed2026-07-21

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares49.9K

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD INDEX FDS

New

Shares17.2K

Event2026-06-30

Filed2026-07-21

VBK

VANGUARD INDEX FDS

New

Shares11.4K

Event2026-06-30

Filed2026-07-21

TER

TERADYNE INC

New

Shares8.6K

Event2026-06-30

Filed2026-07-21

ENERGY TRANSFER L P

-0.23%

Shares215.7K

Event2026-06-30

Filed2026-07-21

NUE

NUCOR CORP

New

Shares18.5K

Event2026-06-30

Filed2026-07-21

NOC

NORTHROP GRUMMAN CORP

New

Shares8.0K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares18.3K

Event2026-06-30

Filed2026-07-21

MCK

MCKESSON CORP

1.90%

Shares5.4K

Event2026-06-30

Filed2026-07-21

HWM

HOWMET AEROSPACE INC

New

Shares15.0K

Event2026-06-30

Filed2026-07-21

HDV

ISHARES TR

399.05%

Shares145.9K

Event2026-06-30

Filed2026-07-21

SUN

SUNOCO LP/SUNOCO FIN CORP

-2.24%

Shares59.1K

Event2026-06-30

Filed2026-07-21

3M CO

-4.17%

Shares24.5K

Event2026-06-30

Filed2026-07-21

LSTR

LANDSTAR SYS INC

New

Shares19.1K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES

-5.57%

Shares43.5K

Event2026-06-30

Filed2026-07-21

NEM

NEWMONT CORP

New

Shares42.2K

Event2026-06-30

Filed2026-07-21

SHY

ISHARES TR

New

Shares47.8K

Event2026-06-30

Filed2026-07-21

DPG

DUFF & PHELPS UTLITY AND INF

8.58%

Shares264.2K

Event2026-06-30

Filed2026-07-21

IWR

ISHARES TR

New

Shares35.4K

Event2026-06-30

Filed2026-07-21

VRT

VERTIV HOLDINGS CO

-17.19%

Shares11.6K

Event2026-06-30

Filed2026-07-21

XBI

SPDR SERIES TRUST

171.70%

Shares24.6K

Event2026-06-30

Filed2026-07-21

ROAD

CONSTRUCTION PARTNERS INC

0.00%

Shares32.6K

Event2026-06-30

Filed2026-07-21

CASY

CASEYS GEN STORES INC

New

Shares4.8K

Event2026-06-30

Filed2026-07-21

GILD

GILEAD SCIENCES INC

New

Shares30.5K

Event2026-06-30

Filed2026-07-21

VPU

VANGUARD WORLD FD

-2.74%

Shares19.3K

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

New

Shares27.0K

Event2026-06-30

Filed2026-07-21

CGUS

CAPITAL GROUP CORE EQUITY ET

-2.08%

Shares84.8K

Event2026-06-30

Filed2026-07-21

FSTA

FIDELITY COVINGTON TRUST

New

Shares71.6K

Event2026-06-30

Filed2026-07-21

BP PLC

-4.19%

Shares101.7K

Event2026-06-30

Filed2026-07-21

TRANE TECHNOLOGIES PLC

0.78%

Shares7.6K

Event2026-06-30

Filed2026-07-21

LNT

ALLIANT ENERGY CORP

-1.08%

Shares48.8K

Event2026-06-30

Filed2026-07-21

WTV

WISDOMTREE TR

21.94%

Shares36.4K

Event2026-06-30

Filed2026-07-21

DTCR

GLOBAL X FDS

178.60%

Shares121.4K

Event2026-06-30

Filed2026-07-21

CALF

PACER FDS TR

-2.92%

Shares72.3K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

2.65%

Shares50.7K

Event2026-06-30

Filed2026-07-21

ICVT

ISHARES TR

1.67%

Shares30.0K

Event2026-06-30

Filed2026-07-21

VYMI

VANGUARD WHITEHALL FDS

New

Shares37.2K

Event2026-06-30

Filed2026-07-21

IRM

IRON MTN INC DEL

-3.25%

Shares28.5K

Event2026-06-30

Filed2026-07-21

CWB

SPDR SERIES TRUST

112.84%

Shares33.2K

Event2026-06-30

Filed2026-07-21

FSK

FS KKR CAP CORP

New

Shares340.3K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

New

Shares46.9K

Event2026-06-30

Filed2026-07-21

IUSB

ISHARES TR

28.73%

Shares76.2K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

New

Shares36.2K

Event2026-06-30

Filed2026-07-21

FVD

FIRST TR EXCHANGE-TRADED FD

-6.36%

Shares72.3K

Event2026-06-30

Filed2026-07-21

MTBA

SIMPLIFY EXCHANGE TRADED FUN

12.23%

Shares70.4K

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares59.8K

Event2026-06-30

Filed2026-07-21

MOAT

VANECK ETF TRUST

3.57%

Shares33.0K

Event2026-06-30

Filed2026-07-21

IBDT

ISHARES TR

31.53%

Shares135.8K

Event2026-06-30

Filed2026-07-21

CGBL

CAPITAL GROUP CORE BALANCED

1424.19%

Shares89.8K

Event2026-06-30

Filed2026-07-21

REMX

VANECK ETF TRUST

-5.10%

Shares38.5K

Event2026-06-30

Filed2026-07-21

DEM

WISDOMTREE TR

2.09%

Shares63.3K

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

-28.44%

Shares43.2K

Event2026-06-30

Filed2026-07-21

XMHQ

INVESCO EXCHANGE TRADED FD T

4.67%

Shares29.7K

Event2026-06-30

Filed2026-07-21

KMI

KINDER MORGAN INC DEL

-2.19%

Shares104.9K

Event2026-06-30

Filed2026-07-21

FLRT

PACER FDS TR

New

Shares71.9K

Event2026-06-30

Filed2026-07-21

JPIE

J P MORGAN EXCHANGE TRADED F

86.56%

Shares72.6K

Event2026-06-30

Filed2026-07-21

MYRG

MYR GROUP INC

95.03%

Shares6.7K

Event2026-06-30

Filed2026-07-21

AVEM

AMERICAN CENTY ETF TR

28.99%

Shares34.5K

Event2026-06-30

Filed2026-07-21

FPEI

FIRST TR EXCH TRADED FD III

117.51%

Shares172.4K

Event2026-06-30

Filed2026-07-21

BPRE

BLUEROCK PVT REAL ESTATE FD

New

Shares253.6K

Event2026-06-30

Filed2026-07-21

DRI

DARDEN RESTAURANTS INC

New

Shares16.0K

Event2026-06-30

Filed2026-07-21

FSMD

FIDELITY COVINGTON TRUST

New

Shares62.1K

Event2026-06-30

Filed2026-07-21

IDU

ISHARES TR

New

Shares28.5K

Event2026-06-30

Filed2026-07-21

BSCS

INVESCO EXCH TRD SLF IDX FD

New

Shares160.1K

Event2026-06-30

Filed2026-07-21

IEI

ISHARES TR

New

Shares27.6K

Event2026-06-30

Filed2026-07-21

BSCQ

INVESCO EXCH TRD SLF IDX FD

New

Shares165.2K

Event2026-06-30

Filed2026-07-21

RDIV

INVESCO EXCH TRADED FD TR II

4.02%

Shares55.6K

Event2026-06-30

Filed2026-07-21

UTES

ETFIS SER TR I

8.64%

Shares38.9K

Event2026-06-30

Filed2026-07-21

FUMB

FIRST TR EXCH TRADED FD III

3.25%

Shares158.6K

Event2026-06-30

Filed2026-07-21

IYE

ISHARES TR

New

Shares56.2K

Event2026-06-30

Filed2026-07-21

IBDZ

ISHARES TR

0.05%

Shares120.3K

Event2026-06-30

Filed2026-07-21

XLG

INVESCO EXCHANGE TRADED FD T

-6.20%

Shares50.7K

Event2026-06-30

Filed2026-07-21

DTE

DTE ENERGY CO

New

Shares20.3K

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

New

Shares64.6K

Event2026-06-30

Filed2026-07-21

XAR

SPDR SERIES TRUST

23.33%

Shares10.7K

Event2026-06-30

Filed2026-07-21

IJT

ISHARES TR

New

Shares16.9K

Event2026-06-30

Filed2026-07-21

NLY

ANNALY CAPITAL MANAGEMENT IN

5.66%

Shares135.0K

Event2026-06-30

Filed2026-07-21

IDEV

ISHARES TR

-1.75%

Shares33.8K

Event2026-06-30

Filed2026-07-21

CAH

CARDINAL HEALTH INC

17.62%

Shares12.6K

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

New

Shares29.3K

Event2026-06-30

Filed2026-07-21

VNLA

JANUS DETROIT STR TR

33.03%

Shares61.2K

Event2026-06-30

Filed2026-07-21

MELI

MERCADOLIBRE INC

17.07%

Shares1.8K

Event2026-06-30

Filed2026-07-21

PRU

PRUDENTIAL FINL INC

New

Shares27.6K

Event2026-06-30

Filed2026-07-21

BTI

BRITISH AMERN TOB PLC

New

Shares48.3K

Event2026-06-30

Filed2026-07-21

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares10.3K

Event2026-06-30

Filed2026-07-21

EFV

ISHARES TR

New

Shares38.9K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares5.9K

Event2026-06-30

Filed2026-07-21

SHYG

ISHARES TR

13.17%

Shares69.7K

Event2026-06-30

Filed2026-07-21

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares80.9K

Event2026-06-30

Filed2026-07-21

CARR

CARRIER GLOBAL CORPORATION

-0.70%

Shares40.3K

Event2026-06-30

Filed2026-07-21

JFR

NUVEEN FLOATING RATE INCOME

New

Shares381.7K

Event2026-06-30

Filed2026-07-21

PRK

PARK NATL CORP

New

Shares16.0K

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

5.07%

Shares14.5K

Event2026-06-30

Filed2026-07-21

AAOI

APPLIED OPTOELECTRONICS INC

201.50%

Shares19.7K

Event2026-06-30

Filed2026-07-21

ILCB

ISHARES TR

New

Shares28.1K

Event2026-06-30

Filed2026-07-21

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares148.3K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

New

Shares9.2K

Event2026-06-30

Filed2026-07-21

MINT

PIMCO ETF TR

29.06%

Shares28.6K

Event2026-06-30

Filed2026-07-21

ENB

ENBRIDGE INC

0.00%

Shares53.2K

Event2026-06-30

Filed2026-07-21

SHV

ISHARES TR

New

Shares26.0K

Event2026-06-30

Filed2026-07-21

IYH

ISHARES TR

New

Shares42.8K

Event2026-06-30

Filed2026-07-21

LONZ

PIMCO ETF TR

15.06%

Shares57.7K

Event2026-06-30

Filed2026-07-21

NVT

NVENT ELEC PLC

9.07%

Shares16.8K

Event2026-06-30

Filed2026-07-21

IFRA

ISHARES TR

8.74%

Shares45.1K

Event2026-06-30

Filed2026-07-21

GLTR

ABRDN PRECIOUS METALS BASKET

-1.77%

Shares15.7K

Event2026-06-30

Filed2026-07-21

TCAF

T ROWE PRICE EXCHANGE-TRADED

7.57%

Shares68.8K

Event2026-06-30

Filed2026-07-21

THRO

BLACKROCK ETF TRUST

-12.70%

Shares64.2K

Event2026-06-30

Filed2026-07-21

HYG

ISHARES TR

New

Shares34.5K

Event2026-06-30

Filed2026-07-21

CHUBB LIMITED

-3.53%

Shares8.1K

Event2026-06-30

Filed2026-07-21

MKS INC.

-15.64%

Shares6.2K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

New

Shares54.2K

Event2026-06-30

Filed2026-07-21

HPE

HEWLETT PACKARD ENTERPRISE C

349.03%

Shares60.8K

Event2026-06-30

Filed2026-07-21

WELL

WELLTOWER INC

-0.99%

Shares12.1K

Event2026-06-30

Filed2026-07-21

VLO

VALERO ENERGY CORP

-2.27%

Shares10.5K

Event2026-06-30

Filed2026-07-21

WPC

WP CAREY INC

100.61%

Shares38.2K

Event2026-06-30

Filed2026-07-21

APD

AIR PRODUCTS AND CHEMICALS I

-2.03%

Shares9.3K

Event2026-06-30

Filed2026-07-21

FAD

FIRST TR EXCHANGE-TRADED ALP

56.35%

Shares13.5K

Event2026-06-30

Filed2026-07-21

NLR

VANECK ETF TRUST

3.27%

Shares23.3K

Event2026-06-30

Filed2026-07-21

PJFG

PGIM ETF TR

New

Shares23.3K

Event2026-06-30

Filed2026-07-21

SCHP

SCHWAB STRATEGIC TR

New

Shares100.8K

Event2026-06-30

Filed2026-07-21

MSI

MOTOROLA SOLUTIONS INC

New

Shares6.4K

Event2026-06-30

Filed2026-07-21

UCON

FIRST TR EXCHNG TRADED FD VI

811.62%

Shares106.7K

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES TR

17.66%

Shares27.7K

Event2026-06-30

Filed2026-07-21

CEF

SPROTT ASSET MANAGEMENT LP

New

Shares65.7K

Event2026-06-30

Filed2026-07-21

CLOI

VANECK ETF TRUST

New

Shares49.9K

Event2026-06-30

Filed2026-07-21

IYT

ISHARES TR

New

Shares30.4K

Event2026-06-30

Filed2026-07-21

GTO

INVESCO ACTIVELY MANAGED EXC

New

Shares56.2K

Event2026-06-30

Filed2026-07-21

CCJ

CAMECO CORP

1.85%

Shares25.8K

Event2026-06-30

Filed2026-07-21

IDEXX LABS INC

1.66%

Shares5.0K

Event2026-06-30

Filed2026-07-21

DFAS

DIMENSIONAL ETF TRUST

5.73%

Shares31.7K

Event2026-06-30

Filed2026-07-21

ROYAL CARIBBEAN GROUP

-11.58%

Shares8.2K

Event2026-06-30

Filed2026-07-21

CONSOLIDATED EDISON INC

New

Shares23.4K

Event2026-06-30

Filed2026-07-21

CSQ

CALAMOS STRATEGIC TOTAL RETU

New

Shares125.6K

Event2026-06-30

Filed2026-07-21

EXC

EXELON CORP

1.06%

Shares55.3K

Event2026-06-30

Filed2026-07-21

MBB

ISHARES TR

New

Shares27.2K

Event2026-06-30

Filed2026-07-21

MGV

VANGUARD WORLD FD

New

Shares15.7K

Event2026-06-30

Filed2026-07-21

COHR

COHERENT CORP

-31.04%

Shares6.5K

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO

New

Shares7.4K

Event2026-06-30

Filed2026-07-21

TRAVELERS COMPANIES INC

17.92%

Shares7.7K

Event2026-06-30

Filed2026-07-21

HSY

HERSHEY CO

New

Shares14.4K

Event2026-06-30

Filed2026-07-21

SCHM

SCHWAB STRATEGIC TR

New

Shares68.5K

Event2026-06-30

Filed2026-07-21

NVG

NUVEEN AMT FREE MUN CR INC F

New

Shares197.4K

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH CORP

New

Shares24.3K

Event2026-06-30

Filed2026-07-21

FEGE

RBB FUND TRUST

New

Shares51.3K

Event2026-06-30

Filed2026-07-21

VOOV

VANGUARD ADMIRAL FDS INC

New

Shares11.3K

Event2026-06-30

Filed2026-07-21

ESGU

ISHARES TR

-1.19%

Shares15.1K

Event2026-06-30

Filed2026-07-21

HPI

HANCOCK JOHN PFD INCOME FD

New

Shares152.5K

Event2026-06-30

Filed2026-07-21

NEAR

ISHARES U S ETF TR

-0.48%

Shares48.8K

Event2026-06-30

Filed2026-07-21

CCD

CALAMOS DYNAMIC CONV & INCOM

New

Shares95.0K

Event2026-06-30

Filed2026-07-21

USB

US BANCORP

New

Shares40.5K

Event2026-06-30

Filed2026-07-21

AOR

ISHARES TR

New

Shares35.1K

Event2026-06-30

Filed2026-07-21

ALL

ALLSTATE CORP

-4.45%

Shares10.2K

Event2026-06-30

Filed2026-07-21

EWY

ISHARES INC

New

Shares12.1K

Event2026-06-30

Filed2026-07-21

FTNT

FORTINET INC

6.05%

Shares15.7K

Event2026-06-30

Filed2026-07-21

PKW

INVESCO EXCHANGE TRADED FD T

-3.80%

Shares16.9K

Event2026-06-30

Filed2026-07-21

GSLC

GOLDMAN SACHS ETF TR

New

Shares16.9K

Event2026-06-30

Filed2026-07-21

DFCF

DIMENSIONAL ETF TRUST

New

Shares56.4K

Event2026-06-30

Filed2026-07-21

WEC

WEC ENERGY GROUP INC

-8.35%

Shares20.3K

Event2026-06-30

Filed2026-07-21

RFEM

FIRST TR EXCH TRADED FD III

New

Shares25.2K

Event2026-06-30

Filed2026-07-21

TFC

TRUIST FINL CORP

-2.53%

Shares47.3K

Event2026-06-30

Filed2026-07-21

JOHNSON CONTROLS INTERNATION

23.29%

Shares16.1K

Event2026-06-30

Filed2026-07-21

MSIF

MSC INCOME FUND INC

New

Shares202.2K

Event2026-06-30

Filed2026-07-21

TPHD

TIMOTHY PLAN

New

Shares55.1K

Event2026-06-30

Filed2026-07-21

EMXC

ISHARES INC

0.42%

Shares22.7K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

-3.11%

Shares14.7K

Event2026-06-30

Filed2026-07-21

BUXX

EA SERIES TRUST

67.62%

Shares113.4K

Event2026-06-30

Filed2026-07-21

NBIS

NEBIUS GROUP N.V.

-26.86%

Shares8.3K

Event2026-06-30

Filed2026-07-21

COLGATE PALMOLIVE CO

New

Shares24.9K

Event2026-06-30

Filed2026-07-21

SHEL

SHELL PLC

New

Shares29.4K

Event2026-06-30

Filed2026-07-21

KKR

KKR & CO INC

-6.28%

Shares24.8K

Event2026-06-30

Filed2026-07-21

ADM

ARCHER DANIELS MIDLAND CO

-10.98%

Shares29.7K

Event2026-06-30

Filed2026-07-21

CMCSA

COMCAST CORP NEW

-3.47%

Shares92.4K

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO

New

Shares15.8K

Event2026-06-30

Filed2026-07-21

FAST

FASTENAL CO

New

Shares47.2K

Event2026-06-30

Filed2026-07-21

EMQQ

EXCHANGE TRADED CONCEPTS TRU

New

Shares72.2K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

0.42%

Shares4.3K

Event2026-06-30

Filed2026-07-21

IYF

ISHARES TR

New

Shares17.6K

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

-9.90%

Shares8.7K

Event2026-06-30

Filed2026-07-21

FDVV

FIDELITY COVINGTON TRUST

New

Shares37.0K

Event2026-06-30

Filed2026-07-21

PHYS

SPROTT ASSET MANAGEMENT LP

-16.96%

Shares73.9K

Event2026-06-30

Filed2026-07-21

SPMD

SPDR SERIES TRUST

3.45%

Shares33.0K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

New

Shares20.7K

Event2026-06-30

Filed2026-07-21

NSC

NORFOLK SOUTHN CORP

New

Shares7.1K

Event2026-06-30

Filed2026-07-21

EFAV

ISHARES TR

-0.55%

Shares25.3K

Event2026-06-30

Filed2026-07-21

MET

METLIFE INC

6.93%

Shares26.2K

Event2026-06-30

Filed2026-07-21

BANK OF NY MELLON CORP

0.45%

Shares15.2K

Event2026-06-30

Filed2026-07-21

JGRO

J P MORGAN EXCHANGE TRADED F

New

Shares22.2K

Event2026-06-30

Filed2026-07-21

PREF

PRINCIPAL EXCHANGE TRADED FD

New

Shares114.6K

Event2026-06-30

Filed2026-07-21

ARK ETF TR

0.19%

Shares27.0K

Event2026-06-30

Filed2026-07-21

CACI

CACI INTL INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-21

BEN

FRANKLIN RESOURCES INC

New

Shares65.3K

Event2026-06-30

Filed2026-07-21

AHR

AMERICAN HEALTHCARE REIT INC

New

Shares41.6K

Event2026-06-30

Filed2026-07-21

NXG

NXG NEXTGEN INFRASTR INCM FD

New

Shares33.4K

Event2026-06-30

Filed2026-07-21

FREEPORT MCMORAN INC

4.78%

Shares34.1K

Event2026-06-30

Filed2026-07-21

SERVICENOW INC

-7.57%

Shares21.5K

Event2026-06-30

Filed2026-07-21

OUST

OUSTER INC

New

Shares33.8K

Event2026-06-30

Filed2026-07-21

GDXJ

VANECK ETF TRUST

-9.74%

Shares21.5K

Event2026-06-30

Filed2026-07-21

VGSH

VANGUARD SCOTTSDALE FDS

-12.95%

Shares36.0K

Event2026-06-30

Filed2026-07-21

PENG

PENGUIN SOLUTIONS INC

New

Shares27.6K

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING IN

-4.81%

Shares9.3K

Event2026-06-30

Filed2026-07-21

APTIV PLC

229.10%

Shares33.8K

Event2026-06-30

Filed2026-07-21

ONEQ

FIDELITY COMWLTH TR

New

Shares20.1K

Event2026-06-30

Filed2026-07-21

ASTRAZENECA PLC

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-21

BLOOM ENERGY CORP

125.94%

Shares6.8K

Event2026-06-30

Filed2026-07-21

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares25.4K

Event2026-06-30

Filed2026-07-21

RYLD

GLOBAL X FDS

1.10%

Shares128.8K

Event2026-06-30

Filed2026-07-21

XLC

SELECT SECTOR SPDR TR

-12.93%

Shares19.1K

Event2026-06-30

Filed2026-07-21

PFF

ISHARES TR

New

Shares67.2K

Event2026-06-30

Filed2026-07-21

IAK

ISHARES TR

New

Shares14.5K

Event2026-06-30

Filed2026-07-21

QQQG

PACER FDS TR

New

Shares61.9K

Event2026-06-30

Filed2026-07-21

IWY

ISHARES TR

New

Shares7.0K

Event2026-06-30

Filed2026-07-21

CORTEVA INC

-1.54%

Shares23.9K

Event2026-06-30

Filed2026-07-21

ASE TECHNOLOGY HLDG CO LTD

New

Shares44.9K

Event2026-06-30

Filed2026-07-21

ROK

ROCKWELL AUTOMATION INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-21

HYDB

ISHARES TR

17.67%

Shares43.1K

Event2026-06-30

Filed2026-07-21

SLB

SLB LIMITED

New

Shares43.2K

Event2026-06-30

Filed2026-07-21

KNG

FIRST TR EXCHANGE-TRADED FD

New

Shares39.6K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available