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The Analysis of KERR FINANCIAL PLANNING Corp's Holdings & P&L

Currently, KERR FINANCIAL PLANNING Corp holds 545 types of securities in its portfolio with a total value $89.6M. In the most recent quarter, they have increased their positions in N/A (+3.3K shares, valued at $566.4K), IWF (+2.9K shares, valued at $363.0K), RDVY (+3.2K shares, valued at $260.6K); decreased their positions in TSLA (-635 shares, valued at $267.1K), JQUA (-3.2K shares, valued at $231.3K), MBB (-1.6K shares, valued at $152.9K); initiated new positions in N/A (+3.3K shares, valued at $566.4K), CRDO (+575 shares, valued at $156.4K), N/A (+1.7K shares, valued at $97.2K).

1M P&L

+66.6K+0.10%

3M P&L

+2.5M+3.67%

HY P&L

+4.6M+7.08%

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/A32.3M

44.6%

2Semiconductors12.9M

17.8%

3Auto Manufacturers4.6M

6.4%

Top Industries by Stock Count

1N/A187 stocks

40.6%

2Semiconductors13 stocks

2.8%

3Capital Markets11 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR7.6K shares-1.03%2026-06-302026-07-02

TSLA TESLA INC10.9K shares-5.52%2026-06-302026-07-02

NVDA NVIDIA CORP22.6K shares1.34%2026-06-302026-07-02

AAPL APPLE INC14.5K shares-0.73%2026-06-302026-07-02

AMD ADVANCED MICRO DEVICES I5.2K shares5.34%2026-06-302026-07-02

AMZN AMAZON.COM INC11.9K shares-1.51%2026-06-302026-07-02

ARK INNOVATION ETF ARK INNOVATION ETF34.5K shares-0.73%2026-06-302026-07-02

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF3.2K shares-2.16%2026-06-302026-07-02

Sponsored

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF35.3K shares-6.53%2026-06-302026-07-02

IYY ISHARES DOW JONES U.S. ETF9.8K shares-0.26%2026-06-302026-07-02

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF60.9K shares2.91%2026-06-302026-07-02

SMH VANECK SEMICONDUCTOR ETF2.4K shares0.64%2026-06-302026-07-02

MRVL MARVELL TECHNOLOGY INC5.1K shares6.29%2026-06-302026-07-02

APPLIED MATLS INC APPLIED MATLS INC1.9K shares0.00%2026-06-302026-07-02

IWY ISHARES RUSSELL TOP 200 GROWTH ETF4.6K shares-0.76%2026-06-302026-07-02

PALANTIR TECHNOLOGIES INCLASS A PALANTIR TECHNOLOGIES INCLASS A10.7K shares-0.01%2026-06-302026-07-02

Sponsored

IUSB ISHARES CORE UNIVERSAL USD BOND ETF25.1K shares-1.96%2026-06-302026-07-02

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF5.8K shares-1.27%2026-06-302026-07-02

GOOGL ALPHABET INC CLASS A2.5K shares-1.32%2026-06-302026-07-02

GLW CORNING INC3.5K shares13.57%2026-06-302026-07-02

MU MICRON TECHNOLOGY INC774 shares9.32%2026-06-302026-07-02

ARM ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS2.4K shares0.00%2026-06-302026-07-02

CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES1.1K shares0.00%2026-06-302026-07-02

MSFT MICROSOFT CORP2.2K shares0.09%2026-06-302026-07-02

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.5K shares-0.64%2026-06-302026-07-02

RMBS RAMBUS INC DEL5.8K shares-3.31%2026-06-302026-07-02

UMBF UMB FINL CORP5.2K shares0.00%2026-06-302026-07-02

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF8.7K shares58.44%2026-06-302026-07-02

VOO VANGUARD S&P 500 ETF1.0K shares4.05%2026-06-302026-07-02

VRT VERTIV HLDGS CO CLASS A2.0K shares0.00%2026-06-302026-07-02

META PLATFORMS INC CLASS A META PLATFORMS INC CLASS A1.2K shares0.85%2026-06-302026-07-02

USMV ISHARES MSCI USA MIN VOLFACTOR ETF6.7K shares-2.89%2026-06-302026-07-02

Sponsored

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF6.4K shares-14.03%2026-06-302026-07-02

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF1.7K shares0.06%2026-06-302026-07-02

IVE ISHARES S&P 500 VALUE ETF2.5K shares-0.36%2026-06-302026-07-02

SPACE EX TECH SPACEX CLASS A SPACE EX TECH SPACEX CLASS A3.3K sharesnew addition2026-06-302026-07-02

GOOG ALPHABET INC CLASS C1.6K shares0.25%2026-06-302026-07-02

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW579 shares5.46%2026-06-302026-07-02

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF10.0K shares4.18%2026-06-302026-07-02

EXXON MOBIL CORP EXXON MOBIL CORP3.7K shares-2.70%2026-06-302026-07-02

Sponsored

OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES8.4K shares0.07%2026-06-302026-07-02

IWF ISHARES RUSSELL 1000 GROWTH ETF3.9K shares297.46%2026-06-302026-07-02

DELL DELL TECHNOLOGIES INC CLASS C1.1K shares0.09%2026-06-302026-07-02

STATE STREET SPDR S&P 500 ETF TRUST STATE STREET SPDR S&P 500 ETF TRUST595 shares-0.83%2026-06-302026-07-02

INTC INTEL CORP3.1K shares19.72%2026-06-302026-07-02

AFL AFLAC INC3.7K shares0.08%2026-06-302026-07-02

ARTY ISHARES FUTURE AI & TECHETF5.6K shares-2.25%2026-06-302026-07-02

ACLS AXCELIS TECHNOLOGIES INC2.2K shares3.49%2026-06-302026-07-02

Sponsored

BRK.B BERKSHIRE HATHAWAY CLASS B840 shares1.20%2026-06-302026-07-02

VANGUARD VALUE INDEX FUND ETF SHARES VANGUARD VALUE INDEX FUND ETF SHARES1.9K shares-0.93%2026-06-302026-07-02

QUAL ISHARES MSCI USA QUALITYFACTOR ETF1.9K shares-0.16%2026-06-302026-07-02

SRE SEMPRA4.4K shares0.00%2026-06-302026-07-02

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF11.9K shares0.03%2026-06-302026-07-02

FTCS FIRST TRUST CAPITAL STRENGTH ETF4.1K shares-6.09%2026-06-302026-07-02

BROADCOM INC BROADCOM INC1.0K shares33.60%2026-06-302026-07-02

CGDV CAPITAL GROUP DIVIDEND VALUE ETF7.5K shares0.00%2026-06-302026-07-02

Sponsored

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF6.0K shares-1.45%2026-06-302026-07-02

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS769 shares0.13%2026-06-302026-07-02

COWZ PACER US CASH COWS 100 ETF5.8K shares0.95%2026-06-302026-07-02

JQUA JPMORGAN U.S. QUALITY FACTOR ETF5.0K shares-39.11%2026-06-302026-07-02

SOXX ISHARES SEMICONDUCTOR ETF495 shares-10.81%2026-06-302026-07-02

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND3.4K shares-24.43%2026-06-302026-07-02

WFC WELLS FARGO & CO3.7K shares0.41%2026-06-302026-07-02

ORACLE CORP ORACLE CORP2.1K shares0.10%2026-06-302026-07-02

Sponsored

C CITIGROUP INC2.2K shares0.32%2026-06-302026-07-02

AJG GALLAGHER ARTHUR J & CO1.3K shares-2.19%2026-06-302026-07-02

AMGN AMGEN INC773 shares0.39%2026-06-302026-07-02

BKT BLACKROCK INC NEW284 shares0.00%2026-06-302026-07-02

AZO AUTOZONE INC85 shares25.00%2026-06-302026-07-02

MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES3.1K shares-4.06%2026-06-302026-07-02

QQQI NEOS NASDAQ-100(R) HIGH INCOME ETF4.7K shares-2.29%2026-06-302026-07-02

COIN COINBASE GLOBAL INC CLASS A1.7K shares-2.62%2026-06-302026-07-02

Sponsored

ISHARES EDGE MSCI INTL VALUE FACTOR ETF ISHARES EDGE MSCI INTL VALUE FACTOR ETF5.9K shares0.00%2026-06-302026-07-02

ET ENERGY TRANSFER L P LP12.0K shares1.57%2026-06-302026-07-02

ABBVIE INC ABBVIE INC908 shares0.22%2026-06-302026-07-02

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF2.3K shares-4.13%2026-06-302026-07-02

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF4.7K shares-0.30%2026-06-302026-07-02

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF3.4K shares0.00%2026-06-302026-07-02

IBM IBM CORP760 shares0.53%2026-06-302026-07-02

JBND JPMORGAN ACTIVE BOND ETF3.9K shares0.00%2026-06-302026-07-02

Sponsored

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.1K shares0.00%2026-06-302026-07-02

VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES1.3K shares411.72%2026-06-302026-07-02

CAT CATERPILLAR INC193 shares0.52%2026-06-302026-07-02

COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF5.0K shares-4.81%2026-06-302026-07-02

IWD ISHARES RUSSELL 1000 VALUE ETF788 shares0.13%2026-06-302026-07-02

CVX CHEVRON CORP NEW1.2K shares-3.44%2026-06-302026-07-02

MRK MERCK & CO. INC.1.5K shares0.00%2026-06-302026-07-02

EFG ISHARES MSCI EAFE GROWTHETF1.5K shares0.07%2026-06-302026-07-02

Sponsored

VMBS VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES3.9K shares0.00%2026-06-302026-07-02

LRCX LAM RESH CORP419 shares-0.95%2026-06-302026-07-02

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND3.6K shares-0.55%2026-06-302026-07-02

LLY ELI LILLY AND CO143 shares-0.69%2026-06-302026-07-02

JNJ JOHNSON & JOHNSON660 shares0.46%2026-06-302026-07-02

QCOM QUALCOMM INC896 shares0.34%2026-06-302026-07-02

BCTK BARON TECHNOLOGY ETF4.9K shares0.00%2026-06-302026-07-02

CISCO SYS INC CISCO SYS INC1.3K shares0.00%2026-06-302026-07-02

Sponsored

CRDO CREDO TECHNOLOGY GROUP F575 sharesnew addition2026-06-302026-07-02

IAU ISHARES GOLD TRUST2.0K shares0.00%2026-06-302026-07-02

GE GE AEROSPACE402 shares0.00%2026-06-302026-07-02

HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND3.7K shares0.00%2026-06-302026-07-02

XCEM COLUMBIA EM CORE EX-CHINA ETF2.8K shares-17.33%2026-06-302026-07-02

RTX CORP RTX CORP769 shares-8.12%2026-06-302026-07-02

QQQA PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF1.7K shares0.00%2026-06-302026-07-02

TXN TEXAS INSTRS INC486 shares0.41%2026-06-302026-07-02

Sponsored

IVW ISHARES S&P 500 GROWTH ETF1.0K shares0.00%2026-06-302026-07-02

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC341 shares0.59%2026-06-302026-07-02

ENB FINL CORP ENB FINL CORP5.0K shares0.00%2026-06-302026-07-02

QTUM DEFIANCE QUANTUM ETF853 shares21.51%2026-06-302026-07-02

VDE VANGUARD ENERGY INDEX FUND ETF SHARES920 shares-3.16%2026-06-302026-07-02

VV VANGUARD LARGE-CAP INDEXFUND ETF SHARES397 shares0.00%2026-06-302026-07-02

COP CONOCOPHILLIPS1.3K shares-3.60%2026-06-302026-07-02

WMT WALMART INC1.1K shares78.90%2026-06-302026-07-02

Sponsored

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF2.4K shares0.00%2026-06-302026-07-02

BAC BANK OF AMERICA CORP2.2K shares-3.21%2026-06-302026-07-02

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES1.3K shares-4.29%2026-06-302026-07-02

VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES444 shares-1.33%2026-06-302026-07-02

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF1.4K shares0.00%2026-06-302026-07-02

FDRR FIDELITY DIVIDEND ETF FOR RISING RATES1.9K shares0.65%2026-06-302026-07-02

CSX CSX CORP2.5K shares0.04%2026-06-302026-07-02

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF3.4K shares0.47%2026-06-302026-07-02

Sponsored

FSLR FIRST SOLAR INC500 shares0.00%2026-06-302026-07-02

BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES1.6K shares-14.78%2026-06-302026-07-02

AXP AMERICAN EXPRESS CO341 shares-3.94%2026-06-302026-07-02

IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF3.6K shares-6.73%2026-06-302026-07-02

GTO INVESCO TOTAL RETURN BOND ETF2.4K shares0.00%2026-06-302026-07-02

GEV GE VERNOVA INC94 shares0.00%2026-06-302026-07-02

VUG VANGUARD GROWTH INDEX FUND ETF SHARES1.3K shares0.16%2026-06-302026-07-02

VISA INC CLASS A VISA INC CLASS A320 shares0.00%2026-06-302026-07-02

Sponsored

DDIV FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF2.4K shares0.00%2026-06-302026-07-02

IWP ISHARES RUSSELL MID-CAP GROWTH ETF733 shares0.14%2026-06-302026-07-02

BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS2.9K shares0.67%2026-06-302026-07-02

VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES1.1K shares0.92%2026-06-302026-07-02

SOUN SOUNDHOUND AI INC CLASS A16.0K shares-15.79%2026-06-302026-07-02

NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS2.1K shares19.44%2026-06-302026-07-02

CCI CROWN CASTLE INC REIT REIT1.4K shares-6.87%2026-06-302026-07-02

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF1.9K shares0.16%2026-06-302026-07-02

Sponsored

BBRE JPMORGAN BETABUILDERS MSCI U.S. REIT ETF925 shares0.00%2026-06-302026-07-02

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF1.2K shares0.00%2026-06-302026-07-02

IJR ISHARES CORE S&P SMALL-CAP ETF657 shares0.31%2026-06-302026-07-02

POINT BRIDGE AMERICA FIRST ETF POINT BRIDGE AMERICA FIRST ETF1.7K sharesnew addition2026-06-302026-07-02

GWW GRAINGER W W INC70 shares0.00%2026-06-302026-07-02

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF3.9K sharesnew addition2026-06-302026-07-02

KRE STATE STREET SPDR S&P REGIONAL BANKING ETF1.2K shares20.60%2026-06-302026-07-02

PANW PALO ALTO NETWORKS INC261 shares0.00%2026-06-302026-07-02

Sponsored

PEP PEPSICO INC644 shares0.00%2026-06-302026-07-02

RYAN RYAN SPECIALTY HOLDINGS CLASS A2.2K shares0.18%2026-06-302026-07-02

UBER UBER TECHNOLOGIES INC1.1K shares27.78%2026-06-302026-07-02

NEXTERA ENERGY INC NEXTERA ENERGY INC943 shares0.21%2026-06-302026-07-02

SHOP SHOPIFY INC FCLASS A720 shares0.00%2026-06-302026-07-02

GBTC GRAYSCALE BITCOIN TRUST ETF1.8K shares0.00%2026-06-302026-07-02

BITO PROSHARES BITCOIN ETF9.9K shares-0.25%2026-06-302026-07-02

PDX PIMCO DYNAMIC INCOME4.7K shares2.47%2026-06-302026-07-02

Sponsored

LMT LOCKHEED MARTIN CORP149 shares-5.10%2026-06-302026-07-02

MMC MARSH & MCLENNAN COS INC454 shares26.82%2026-06-302026-07-02

OEF ISHARES S&P 100 ETF202 shares0.00%2026-06-302026-07-02

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES835 shares0.00%2026-06-302026-07-02

CINF CINCINNATI FINL CORP366 shares0.00%2026-06-302026-07-02

SCHW CHARLES SCHWAB CORP719 shares0.28%2026-06-302026-07-02

ARES CAP CORP EQUITY CLASS EQUITY ARES CAP CORP EQUITY CLASS EQUITY3.6K shares0.00%2026-06-302026-07-02

DOMINION ENERGY INC DOMINION ENERGY INC954 shares384.26%2026-06-302026-07-02

Sponsored

SBUX STARBUCKS CORP637 shares0.16%2026-06-302026-07-02

VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES884 shares0.00%2026-06-302026-07-02

NETFLIX INC NETFLIX INC875 shares13.64%2026-06-302026-07-02

IAT ISHARES U.S. REGIONAL BANKS ETF1.0K shares0.00%2026-06-302026-07-02

MO ALTRIA GROUP INC850 shares1.43%2026-06-302026-07-02

T AT&T INC2.9K shares0.21%2026-06-302026-07-02

ISHARES U.S. AEROSPACE &DEFENSE ETF ISHARES U.S. AEROSPACE &DEFENSE ETF244 shares0.00%2026-06-302026-07-02

SMLF ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF657 shares0.15%2026-06-302026-07-02

Sponsored

KMX CARMAX INC1.1K shares-6.81%2026-06-302026-07-02

SIXG DEFIANCE SPACE AND CONNECTIVE TECH ETF602 shares0.00%2026-06-302026-07-02

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES153 shares0.00%2026-06-302026-07-02

MNST MONSTER BEVERAGE CORP NE584 shares0.00%2026-06-302026-07-02

LULU LULULEMON ATHLETICA INC491 shares-63.39%2026-06-302026-07-02

PRU PRUDENTIAL FINL INC520 shares0.39%2026-06-302026-07-02

SCHF SCHWAB INTERNATIONAL EQUITY ETF2.0K shares0.00%2026-06-302026-07-02

LOW LOWES COS INC251 shares0.40%2026-06-302026-07-02

Sponsored

COF CAPITAL ONE FINL CORP271 shares0.37%2026-06-302026-07-02

CMG CHIPOTLE MEXICAN GRILL I1.6K shares-7.46%2026-06-302026-07-02

CCEF CALAMOS CEF INCOME & ARBITRAGE ETF1.8K shares0.00%2026-06-302026-07-02

BTC GRAYSCALE BITCOIN MINI TRUST ETF2.0K shares-1.00%2026-06-302026-07-02

MPC MARATHON PETE CORP199 shares0.00%2026-06-302026-07-02

TT TRANE TECHNOLOGIES PLC F102 shares0.00%2026-06-302026-07-02

IGM ISHARES EXPANDED TECH SECTOR ETF301 shares0.00%2026-06-302026-07-02

QCLN FIRST TRUST NASDAQ CLEANEDGE GREEN ENERGY INDEX FUND784 shares-4.97%2026-06-302026-07-02

Sponsored

SOUTHERN CO SOUTHERN CO500 sharesnew addition2026-06-302026-07-02

MCD MCDONALDS CORP177 shares-5.35%2026-06-302026-07-02

OXY OCCIDENTAL PETE CORP965 shares0.00%2026-06-302026-07-02

ANET ARISTA NETWORKS INC275 shares0.00%2026-06-302026-07-02

IP INTERNTNL PAPER CO1.2K shares0.00%2026-06-302026-07-02

VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES384 shares214.75%2026-06-302026-07-02

LIVE NATION ENTMT INC LIVE NATION ENTMT INC250 shares0.00%2026-06-302026-07-02

TGT TARGET CORP EQUITY CLASS EQUITY350 shares0.00%2026-06-302026-07-02

Sponsored

ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF346 shares0.00%2026-06-302026-07-02

FANG DIAMONDBACK ENERGY INC256 shares0.39%2026-06-302026-07-02

XLV STATE STREET HEALTH CARESELECT SECTOR SPDR ETF272 shares0.37%2026-06-302026-07-02

CORTEVA INC CORTEVA INC503 shares0.00%2026-06-302026-07-02

CWBC COMMUNITY WEST BANCSHARE1.6K shares0.51%2026-06-302026-07-02

URI UNITED RENTALS INC38 shares0.00%2026-06-302026-07-02

BMY BRISTOL MYERS SQUIBB CO728 shares0.41%2026-06-302026-07-02

HD HOME DEPOT INC119 shares0.85%2026-06-302026-07-02

Sponsored

SCHR SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF1.6K shares0.00%2026-06-302026-07-02

PFE PFIZER INC1.6K shares0.24%2026-06-302026-07-02

TMO THERMO FISHER SCIENTIFIC76 shares0.00%2026-06-302026-07-02

DIS DISNEY WALT CO390 shares0.00%2026-06-302026-07-02

DE DEERE & CO59 shares0.00%2026-06-302026-07-02

IWR ISHARES RUSSELL MID-CAP ETF336 shares0.00%2026-06-302026-07-02

DLTR DOLLAR TREE INC300 shares-14.29%2026-06-302026-07-02

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MET METLIFE INC45 shares2.27%2026-06-302026-07-02

LIT GLOBAL X LITHIUM & BATTERY TECH ETF46 shares-81.60%2026-06-302026-07-02

JMIA JUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS500 sharesnew addition2026-06-302026-07-02

Sponsored

ABR ARBOR RLTY TR INC REIT644 shares3.21%2026-06-302026-07-02

DEXCOM INC DEXCOM INC50 shares0.00%2026-06-302026-07-02

BCAT BLACKROCK CAPITAL ALLOCA211 shares3.43%2026-06-302026-07-02

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC22 sharesnew addition2026-06-302026-07-02

INTL MAIN INTERNATIONAL ETF100 sharesnew addition2026-06-302026-07-02

CIPHER DIGITAL INC CIPHER DIGITAL INC122 shares-25.61%2026-06-302026-07-02

LI LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS250 sharesnew addition2026-06-302026-07-02

SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF58 shares-25.64%2026-06-302026-07-02

Sponsored

IR INGERSOLL RAND INC36 shares0.00%2026-06-302026-07-02

CARNIVAL CORP LTD F CARNIVAL CORP LTD F101 shares0.00%2026-06-302026-07-02

FLOT ISHARES FLOATING RATE BOND ETF54 shares0.00%2026-06-302026-07-02

XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF51 shares0.00%2026-06-302026-07-02

PTY PIMCO CORPORATE & INCOME203 shares-2.87%2026-06-302026-07-02

JIG JPMORGAN INTERNATIONAL GROWTH ETF28 shares0.00%2026-06-302026-07-02

NCLH NORWEGIAN CRUISE LINE F100 shares0.00%2026-06-302026-07-02

CEPO CANTOR EQUITY PARTNERS FCLASS A150 shares0.00%2026-06-302026-07-02

Sponsored

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF24 shares0.00%2026-06-302026-07-02

QUBT QUANTUM COMPUTING INC200 sharesnew addition2026-06-302026-07-02

IREN IREN LTD F41 shares-36.92%2026-06-302026-07-02

MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS150 shares0.00%2026-06-302026-07-02

XTIA XTI AEROSPACE INC1.0K shares0.00%2026-06-302026-07-02

SONY SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS90 shares0.00%2026-06-302026-07-02

HIG HARTFORD INS GROUP INC13 shares0.00%2026-06-302026-07-02

WULF TERAWULF INC69 shares-44.35%2026-06-302026-07-02

Sponsored

XLG INVESCO S&P 500 TOP 50 ETF26 shares0.00%2026-06-302026-07-02

MBC MASTERBRAND INC135 shares0.00%2026-06-302026-07-02

NBIS NEBIUS GROUP N V A FCLASS A5 shares-64.29%2026-06-302026-07-02

PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS446 shares-36.29%2026-06-302026-07-02

SCHZ SCHWAB U.S. AGGREGATE BOND ETF56 shares0.00%2026-06-302026-07-02

BB BLACKBERRY LTD F100 shares0.00%2026-06-302026-07-02

CITROTECH INC. CITROTECH INC.216 shares0.00%2026-06-302026-07-02

ARCHER AVIATION INC CLASS A ARCHER AVIATION INC CLASS A250 shares0.00%2026-06-302026-07-02

Sponsored

STIP ISHARES 0-5 YEAR TIPS BOND ETF11 shares0.00%2026-06-302026-07-02

GLAD GLADSTONE CAP CORP EQUITCLASS EQUITY55 shares1.85%2026-06-302026-07-02

HRZN HORIZON TECHNOLOGY FIN C209 shares2.96%2026-06-302026-07-02

QS QUANTUMSCAPE CORP CLASS A125 shares0.00%2026-06-302026-07-02

BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF15 shares0.00%2026-06-302026-07-02

VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES14 shares1300.00%2026-06-302026-07-02

RKT ROCKET LAB CORP CLASS A8 shares-75.76%2026-06-302026-07-02

BKKT BAKKT INC CLASS A100 shares0.00%2026-06-302026-07-02

Sponsored

VXF VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES3 shares-83.33%2026-06-302026-07-02

SLV ISHARES SILVER TRUST13 shares0.00%2026-06-302026-07-02

CAPS CAPSTONE ENERGY INC75 sharesnew addition2026-06-302026-07-02

VERI VERITONE INC500 shares0.00%2026-06-302026-07-02

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF5 shares0.00%2026-06-302026-07-02

SPYI NEOS S&P 500 HIGH INCOMEETF13 shares-58.06%2026-06-302026-07-02

BMNR BITMINE IMMERSION TECNOL51 shares0.00%2026-06-302026-07-02

CLSK CLEANSPARK INC39 shares-17.02%2026-06-302026-07-02

Sponsored

CACI CACI INTL INC CLASS CLASS A1 shares0.00%2026-06-302026-07-02

XYZ BLOCK INC A CLASS A6 shares20.00%2026-06-302026-07-02

GLXY GALAXY DIGITAL INC CLASS CLASS A16 shares0.00%2026-06-302026-07-02

BN BROOKFIELD CORP FCLASS A9 shares-59.09%2026-06-302026-07-02

QQQ

INVESCO QQQ TR

-1.03%

Shares7.6K

Event2026-06-30

Filed2026-07-02

TSLA

TESLA INC

-5.52%

Shares10.9K

Event2026-06-30

Filed2026-07-02

NVDA

NVIDIA CORP

1.34%

Shares22.6K

Event2026-06-30

Filed2026-07-02

AAPL

APPLE INC

-0.73%

Shares14.5K

Event2026-06-30

Filed2026-07-02

AMD

ADVANCED MICRO DEVICES I

5.34%

Shares5.2K

Event2026-06-30

Filed2026-07-02

AMZN

AMAZON.COM INC

-1.51%

Shares11.9K

Event2026-06-30

Filed2026-07-02

ARK INNOVATION ETF

-0.73%

Shares34.5K

Event2026-06-30

Filed2026-07-02

ISHARES CORE S&P 500 ETF

-2.16%

Shares3.2K

Event2026-06-30

Filed2026-07-02

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-6.53%

Shares35.3K

Event2026-06-30

Filed2026-07-02

IYY

ISHARES DOW JONES U.S. ETF

-0.26%

Shares9.8K

Event2026-06-30

Filed2026-07-02

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

2.91%

Shares60.9K

Event2026-06-30

Filed2026-07-02

SMH

VANECK SEMICONDUCTOR ETF

0.64%

Shares2.4K

Event2026-06-30

Filed2026-07-02

MRVL

MARVELL TECHNOLOGY INC

6.29%

Shares5.1K

Event2026-06-30

Filed2026-07-02

APPLIED MATLS INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-02

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

-0.76%

Shares4.6K

Event2026-06-30

Filed2026-07-02

PALANTIR TECHNOLOGIES INCLASS A

-0.01%

Shares10.7K

Event2026-06-30

Filed2026-07-02

IUSB

ISHARES CORE UNIVERSAL USD BOND ETF

-1.96%

Shares25.1K

Event2026-06-30

Filed2026-07-02

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-1.27%

Shares5.8K

Event2026-06-30

Filed2026-07-02

GOOGL

ALPHABET INC CLASS A

-1.32%

Shares2.5K

Event2026-06-30

Filed2026-07-02

GLW

CORNING INC

13.57%

Shares3.5K

Event2026-06-30

Filed2026-07-02

MICRON TECHNOLOGY INC

9.32%

Shares774

Event2026-06-30

Filed2026-07-02

ARM

ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-02

CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-02

MSFT

MICROSOFT CORP

0.09%

Shares2.2K

Event2026-06-30

Filed2026-07-02

JPMORGAN CHASE & CO

-0.64%

Shares2.5K

Event2026-06-30

Filed2026-07-02

RMBS

RAMBUS INC DEL

-3.31%

Shares5.8K

Event2026-06-30

Filed2026-07-02

UMBF

UMB FINL CORP

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-02

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

58.44%

Shares8.7K

Event2026-06-30

Filed2026-07-02

VOO

VANGUARD S&P 500 ETF

4.05%

Shares1.0K

Event2026-06-30

Filed2026-07-02

VRT

VERTIV HLDGS CO CLASS A

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-02

META PLATFORMS INC CLASS A

0.85%

Shares1.2K

Event2026-06-30

Filed2026-07-02

USMV

ISHARES MSCI USA MIN VOLFACTOR ETF

-2.89%

Shares6.7K

Event2026-06-30

Filed2026-07-02

ISHARES CORE U.S. AGGREGATE BOND ETF

-14.03%

Shares6.4K

Event2026-06-30

Filed2026-07-02

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-02

IVE

ISHARES S&P 500 VALUE ETF

-0.36%

Shares2.5K

Event2026-06-30

Filed2026-07-02

SPACE EX TECH SPACEX CLASS A

New

Shares3.3K

Event2026-06-30

Filed2026-07-02

GOOG

ALPHABET INC CLASS C

0.25%

Shares1.6K

Event2026-06-30

Filed2026-07-02

COSTCO WHSL CORP NEW

5.46%

Shares579

Event2026-06-30

Filed2026-07-02

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

4.18%

Shares10.0K

Event2026-06-30

Filed2026-07-02

EXXON MOBIL CORP

-2.70%

Shares3.7K

Event2026-06-30

Filed2026-07-02

OUSA

ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES

0.07%

Shares8.4K

Event2026-06-30

Filed2026-07-02

IWF

ISHARES RUSSELL 1000 GROWTH ETF

297.46%

Shares3.9K

Event2026-06-30

Filed2026-07-02

DELL

DELL TECHNOLOGIES INC CLASS C

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-02

STATE STREET SPDR S&P 500 ETF TRUST

-0.83%

Shares595

Event2026-06-30

Filed2026-07-02

INTC

INTEL CORP

19.72%

Shares3.1K

Event2026-06-30

Filed2026-07-02

AFL

AFLAC INC

0.08%

Shares3.7K

Event2026-06-30

Filed2026-07-02

ARTY

ISHARES FUTURE AI & TECHETF

-2.25%

Shares5.6K

Event2026-06-30

Filed2026-07-02

ACLS

AXCELIS TECHNOLOGIES INC

3.49%

Shares2.2K

Event2026-06-30

Filed2026-07-02

BRK.B

BERKSHIRE HATHAWAY CLASS B

1.20%

Shares840

Event2026-06-30

Filed2026-07-02

VANGUARD VALUE INDEX FUND ETF SHARES

-0.93%

Shares1.9K

Event2026-06-30

Filed2026-07-02

QUAL

ISHARES MSCI USA QUALITYFACTOR ETF

-0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-02

SRE

SEMPRA

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-02

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

0.03%

Shares11.9K

Event2026-06-30

Filed2026-07-02

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

-6.09%

Shares4.1K

Event2026-06-30

Filed2026-07-02

BROADCOM INC

33.60%

Shares1.0K

Event2026-06-30

Filed2026-07-02

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-02

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-1.45%

Shares6.0K

Event2026-06-30

Filed2026-07-02

TSM

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

0.13%

Shares769

Event2026-06-30

Filed2026-07-02

COWZ

PACER US CASH COWS 100 ETF

0.95%

Shares5.8K

Event2026-06-30

Filed2026-07-02

JQUA

JPMORGAN U.S. QUALITY FACTOR ETF

-39.11%

Shares5.0K

Event2026-06-30

Filed2026-07-02

SOXX

ISHARES SEMICONDUCTOR ETF

-10.81%

Shares495

Event2026-06-30

Filed2026-07-02

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

-24.43%

Shares3.4K

Event2026-06-30

Filed2026-07-02

WFC

WELLS FARGO & CO

0.41%

Shares3.7K

Event2026-06-30

Filed2026-07-02

ORACLE CORP

0.10%

Shares2.1K

Event2026-06-30

Filed2026-07-02

CITIGROUP INC

0.32%

Shares2.2K

Event2026-06-30

Filed2026-07-02

AJG

GALLAGHER ARTHUR J & CO

-2.19%

Shares1.3K

Event2026-06-30

Filed2026-07-02

AMGN

AMGEN INC

0.39%

Shares773

Event2026-06-30

Filed2026-07-02

BKT

BLACKROCK INC NEW

0.00%

Shares284

Event2026-06-30

Filed2026-07-02

AZO

AUTOZONE INC

25.00%

Shares85

Event2026-06-30

Filed2026-07-02

MGK

VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES

-4.06%

Shares3.1K

Event2026-06-30

Filed2026-07-02

QQQI

NEOS NASDAQ-100(R) HIGH INCOME ETF

-2.29%

Shares4.7K

Event2026-06-30

Filed2026-07-02

COIN

COINBASE GLOBAL INC CLASS A

-2.62%

Shares1.7K

Event2026-06-30

Filed2026-07-02

ISHARES EDGE MSCI INTL VALUE FACTOR ETF

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-02

ENERGY TRANSFER L P LP

1.57%

Shares12.0K

Event2026-06-30

Filed2026-07-02

ABBVIE INC

0.22%

Shares908

Event2026-06-30

Filed2026-07-02

ISHARES CORE MSCI EAFE ETF

-4.13%

Shares2.3K

Event2026-06-30

Filed2026-07-02

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-0.30%

Shares4.7K

Event2026-06-30

Filed2026-07-02

AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-02

IBM

IBM CORP

0.53%

Shares760

Event2026-06-30

Filed2026-07-02

JBND

JPMORGAN ACTIVE BOND ETF

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-02

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-02

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

411.72%

Shares1.3K

Event2026-06-30

Filed2026-07-02

CAT

CATERPILLAR INC

0.52%

Shares193

Event2026-06-30

Filed2026-07-02

COWG

PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF

-4.81%

Shares5.0K

Event2026-06-30

Filed2026-07-02

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.13%

Shares788

Event2026-06-30

Filed2026-07-02

CVX

CHEVRON CORP NEW

-3.44%

Shares1.2K

Event2026-06-30

Filed2026-07-02

MRK

MERCK & CO. INC.

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-02

EFG

ISHARES MSCI EAFE GROWTHETF

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-02

VMBS

VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-02

LRCX

LAM RESH CORP

-0.95%

Shares419

Event2026-06-30

Filed2026-07-02

FDL

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

-0.55%

Shares3.6K

Event2026-06-30

Filed2026-07-02

LLY

ELI LILLY AND CO

-0.69%

Shares143

Event2026-06-30

Filed2026-07-02

JNJ

JOHNSON & JOHNSON

0.46%

Shares660

Event2026-06-30

Filed2026-07-02

QCOM

QUALCOMM INC

0.34%

Shares896

Event2026-06-30

Filed2026-07-02

BCTK

BARON TECHNOLOGY ETF

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-02

CISCO SYS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-02

CRDO

CREDO TECHNOLOGY GROUP F

New

Shares575

Event2026-06-30

Filed2026-07-02

IAU

ISHARES GOLD TRUST

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-02

GE AEROSPACE

0.00%

Shares402

Event2026-06-30

Filed2026-07-02

HYGV

FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-02

XCEM

COLUMBIA EM CORE EX-CHINA ETF

-17.33%

Shares2.8K

Event2026-06-30

Filed2026-07-02

RTX CORP

-8.12%

Shares769

Event2026-06-30

Filed2026-07-02

QQQA

PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-02

TXN

TEXAS INSTRS INC

0.41%

Shares486

Event2026-06-30

Filed2026-07-02

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-02

UNITEDHEALTH GROUP INC

0.59%

Shares341

Event2026-06-30

Filed2026-07-02

ENB FINL CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-02

QTUM

DEFIANCE QUANTUM ETF

21.51%

Shares853

Event2026-06-30

Filed2026-07-02

VDE

VANGUARD ENERGY INDEX FUND ETF SHARES

-3.16%

Shares920

Event2026-06-30

Filed2026-07-02

VANGUARD LARGE-CAP INDEXFUND ETF SHARES

0.00%

Shares397

Event2026-06-30

Filed2026-07-02

COP

CONOCOPHILLIPS

-3.60%

Shares1.3K

Event2026-06-30

Filed2026-07-02

WMT

WALMART INC

78.90%

Shares1.1K

Event2026-06-30

Filed2026-07-02

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-02

BAC

BANK OF AMERICA CORP

-3.21%

Shares2.2K

Event2026-06-30

Filed2026-07-02

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

-4.29%

Shares1.3K

Event2026-06-30

Filed2026-07-02

VANGUARD SMALL-CAP INDEXFUND ETF SHARES

-1.33%

Shares444

Event2026-06-30

Filed2026-07-02

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-02

FDRR

FIDELITY DIVIDEND ETF FOR RISING RATES

0.65%

Shares1.9K

Event2026-06-30

Filed2026-07-02

CSX

CSX CORP

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-02

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

0.47%

Shares3.4K

Event2026-06-30

Filed2026-07-02

FSLR

FIRST SOLAR INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-02

BND

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

-14.78%

Shares1.6K

Event2026-06-30

Filed2026-07-02

AXP

AMERICAN EXPRESS CO

-3.94%

Shares341

Event2026-06-30

Filed2026-07-02

IDEF

ISHARES DEFENSE INDUSTRIALS ACTIVE ETF

-6.73%

Shares3.6K

Event2026-06-30

Filed2026-07-02

GTO

INVESCO TOTAL RETURN BOND ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-02

GEV

GE VERNOVA INC

0.00%

Shares94

Event2026-06-30

Filed2026-07-02

VUG

VANGUARD GROWTH INDEX FUND ETF SHARES

0.16%

Shares1.3K

Event2026-06-30

Filed2026-07-02

VISA INC CLASS A

0.00%

Shares320

Event2026-06-30

Filed2026-07-02

DDIV

FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-02

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

0.14%

Shares733

Event2026-06-30

Filed2026-07-02

BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS

0.67%

Shares2.9K

Event2026-06-30

Filed2026-07-02

VNQ

VANGUARD REAL ESTATE INDEX FUND ETF SHARES

0.92%

Shares1.1K

Event2026-06-30

Filed2026-07-02

SOUN

SOUNDHOUND AI INC CLASS A

-15.79%

Shares16.0K

Event2026-06-30

Filed2026-07-02

NVO

NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS

19.44%

Shares2.1K

Event2026-06-30

Filed2026-07-02

CCI

CROWN CASTLE INC REIT REIT

-6.87%

Shares1.4K

Event2026-06-30

Filed2026-07-02

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-02

BBRE

JPMORGAN BETABUILDERS MSCI U.S. REIT ETF

0.00%

Shares925

Event2026-06-30

Filed2026-07-02

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-02

IJR

ISHARES CORE S&P SMALL-CAP ETF

0.31%

Shares657

Event2026-06-30

Filed2026-07-02

POINT BRIDGE AMERICA FIRST ETF

New

Shares1.7K

Event2026-06-30

Filed2026-07-02

GWW

GRAINGER W W INC

0.00%

Shares70

Event2026-06-30

Filed2026-07-02

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

New

Shares3.9K

Event2026-06-30

Filed2026-07-02

KRE

STATE STREET SPDR S&P REGIONAL BANKING ETF

20.60%

Shares1.2K

Event2026-06-30

Filed2026-07-02

PANW

PALO ALTO NETWORKS INC

0.00%

Shares261

Event2026-06-30

Filed2026-07-02

PEP

PEPSICO INC

0.00%

Shares644

Event2026-06-30

Filed2026-07-02

RYAN

RYAN SPECIALTY HOLDINGS CLASS A

0.18%

Shares2.2K

Event2026-06-30

Filed2026-07-02

UBER

UBER TECHNOLOGIES INC

27.78%

Shares1.1K

Event2026-06-30

Filed2026-07-02

NEXTERA ENERGY INC

0.21%

Shares943

Event2026-06-30

Filed2026-07-02

SHOP

SHOPIFY INC FCLASS A

0.00%

Shares720

Event2026-06-30

Filed2026-07-02

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-02

BITO

PROSHARES BITCOIN ETF

-0.25%

Shares9.9K

Event2026-06-30

Filed2026-07-02

PDX

PIMCO DYNAMIC INCOME

2.47%

Shares4.7K

Event2026-06-30

Filed2026-07-02

LMT

LOCKHEED MARTIN CORP

-5.10%

Shares149

Event2026-06-30

Filed2026-07-02

MMC

MARSH & MCLENNAN COS INC

26.82%

Shares454

Event2026-06-30

Filed2026-07-02

OEF

ISHARES S&P 100 ETF

0.00%

Shares202

Event2026-06-30

Filed2026-07-02

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES

0.00%

Shares835

Event2026-06-30

Filed2026-07-02

CINF

CINCINNATI FINL CORP

0.00%

Shares366

Event2026-06-30

Filed2026-07-02

SCHW

CHARLES SCHWAB CORP

0.28%

Shares719

Event2026-06-30

Filed2026-07-02

ARES CAP CORP EQUITY CLASS EQUITY

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-02

DOMINION ENERGY INC

384.26%

Shares954

Event2026-06-30

Filed2026-07-02

SBUX

STARBUCKS CORP

0.16%

Shares637

Event2026-06-30

Filed2026-07-02

VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

0.00%

Shares884

Event2026-06-30

Filed2026-07-02

NETFLIX INC

13.64%

Shares875

Event2026-06-30

Filed2026-07-02

IAT

ISHARES U.S. REGIONAL BANKS ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-02

ALTRIA GROUP INC

1.43%

Shares850

Event2026-06-30

Filed2026-07-02

AT&T INC

0.21%

Shares2.9K

Event2026-06-30

Filed2026-07-02

ISHARES U.S. AEROSPACE &DEFENSE ETF

0.00%

Shares244

Event2026-06-30

Filed2026-07-02

SMLF

ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF

0.15%

Shares657

Event2026-06-30

Filed2026-07-02

KMX

CARMAX INC

-6.81%

Shares1.1K

Event2026-06-30

Filed2026-07-02

SIXG

DEFIANCE SPACE AND CONNECTIVE TECH ETF

0.00%

Shares602

Event2026-06-30

Filed2026-07-02

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

0.00%

Shares153

Event2026-06-30

Filed2026-07-02

MNST

MONSTER BEVERAGE CORP NE

0.00%

Shares584

Event2026-06-30

Filed2026-07-02

LULU

LULULEMON ATHLETICA INC

-63.39%

Shares491

Event2026-06-30

Filed2026-07-02

PRU

PRUDENTIAL FINL INC

0.39%

Shares520

Event2026-06-30

Filed2026-07-02

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-02

LOW

LOWES COS INC

0.40%

Shares251

Event2026-06-30

Filed2026-07-02

COF

CAPITAL ONE FINL CORP

0.37%

Shares271

Event2026-06-30

Filed2026-07-02

CMG

CHIPOTLE MEXICAN GRILL I

-7.46%

Shares1.6K

Event2026-06-30

Filed2026-07-02

CCEF

CALAMOS CEF INCOME & ARBITRAGE ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-02

BTC

GRAYSCALE BITCOIN MINI TRUST ETF

-1.00%

Shares2.0K

Event2026-06-30

Filed2026-07-02

MPC

MARATHON PETE CORP

0.00%

Shares199

Event2026-06-30

Filed2026-07-02

TRANE TECHNOLOGIES PLC F

0.00%

Shares102

Event2026-06-30

Filed2026-07-02

IGM

ISHARES EXPANDED TECH SECTOR ETF

0.00%

Shares301

Event2026-06-30

Filed2026-07-02

QCLN

FIRST TRUST NASDAQ CLEANEDGE GREEN ENERGY INDEX FUND

-4.97%

Shares784

Event2026-06-30

Filed2026-07-02

SOUTHERN CO

New

Shares500

Event2026-06-30

Filed2026-07-02

MCD

MCDONALDS CORP

-5.35%

Shares177

Event2026-06-30

Filed2026-07-02

OXY

OCCIDENTAL PETE CORP

0.00%

Shares965

Event2026-06-30

Filed2026-07-02

ANET

ARISTA NETWORKS INC

0.00%

Shares275

Event2026-06-30

Filed2026-07-02

INTERNTNL PAPER CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-02

VGT

VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES

214.75%

Shares384

Event2026-06-30

Filed2026-07-02

LIVE NATION ENTMT INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-02

TGT

TARGET CORP EQUITY CLASS EQUITY

0.00%

Shares350

Event2026-06-30

Filed2026-07-02

ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF

0.00%

Shares346

Event2026-06-30

Filed2026-07-02

FANG

DIAMONDBACK ENERGY INC

0.39%

Shares256

Event2026-06-30

Filed2026-07-02

XLV

STATE STREET HEALTH CARESELECT SECTOR SPDR ETF

0.37%

Shares272

Event2026-06-30

Filed2026-07-02

CORTEVA INC

0.00%

Shares503

Event2026-06-30

Filed2026-07-02

CWBC

COMMUNITY WEST BANCSHARE

0.51%

Shares1.6K

Event2026-06-30

Filed2026-07-02

URI

UNITED RENTALS INC

0.00%

Shares38

Event2026-06-30

Filed2026-07-02

BMY

BRISTOL MYERS SQUIBB CO

0.41%

Shares728

Event2026-06-30

Filed2026-07-02

HOME DEPOT INC

0.85%

Shares119

Event2026-06-30

Filed2026-07-02

SCHR

SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-02

PFE

PFIZER INC

0.24%

Shares1.6K

Event2026-06-30

Filed2026-07-02

TMO

THERMO FISHER SCIENTIFIC

0.00%

Shares76

Event2026-06-30

Filed2026-07-02

DIS

DISNEY WALT CO

0.00%

Shares390

Event2026-06-30

Filed2026-07-02

DEERE & CO

0.00%

Shares59

Event2026-06-30

Filed2026-07-02

IWR

ISHARES RUSSELL MID-CAP ETF

0.00%

Shares336

Event2026-06-30

Filed2026-07-02

DLTR

DOLLAR TREE INC

-14.29%

Shares300

Event2026-06-30

Filed2026-07-02

S&P GLOBAL INC

0.00%

Shares88

Event2026-06-30

Filed2026-07-02

NLY

ANNALY CAP MGMT INC REIT

3.07%

Shares1.6K

Event2026-06-30

Filed2026-07-02

CHUBB LTD F

0.00%

Shares103

Event2026-06-30

Filed2026-07-02

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

0.00%

Shares344

Event2026-06-30

Filed2026-07-02

FORD MTR CO DEL

0.65%

Shares2.5K

Event2026-06-30

Filed2026-07-02

SNPS

SYNOPSYS INC

0.00%

Shares77

Event2026-06-30

Filed2026-07-02

SNDK

SANDISK CORP

New

Shares15

Event2026-06-30

Filed2026-07-02

PCG

PG&E CORP

-21.63%

Shares2.0K

Event2026-06-30

Filed2026-07-02

QYLD

GLOBAL X NASDAQ 100 COVERED CALL ETF

0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-02

PKG

PACKAGING CORP AMER

0.00%

Shares142

Event2026-06-30

Filed2026-07-02

ISHG

ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF

0.00%

Shares450

Event2026-06-30

Filed2026-07-02

VERIZON COMMUNICATIONS I

0.51%

Shares789

Event2026-06-30

Filed2026-07-02

COLGATE PALMOLIVE CO

0.56%

Shares359

Event2026-06-30

Filed2026-07-02

THE COCA-COLA CO

14.41%

Shares397

Event2026-06-30

Filed2026-07-02

ECG

EVERUS CONSTR GROUP INC

0.00%

Shares192

Event2026-06-30

Filed2026-07-02

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

-0.89%

Shares1.0K

Event2026-06-30

Filed2026-07-02

LIN

LINDE PLC F

0.00%

Shares61

Event2026-06-30

Filed2026-07-02

ARK NEXT GENERATION INTERNET ETF

-14.34%

Shares215

Event2026-06-30

Filed2026-07-02

EQIX

EQUINIX INC REIT

0.00%

Shares30

Event2026-06-30

Filed2026-07-02

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

0.00%

Shares265

Event2026-06-30

Filed2026-07-02

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES

0.00%

Shares200

Event2026-06-30

Filed2026-07-02

DNN

DENISON MINES CORP F

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-02

XAGG

COINSHARES BITCOIN MINING ETF

1986.21%

Shares605

Event2026-06-30

Filed2026-07-02

AVUV

AVANTIS US SMALL CAP VALUE ETF

New

Shares244

Event2026-06-30

Filed2026-07-02

ABT

ABBOTT LABS

0.91%

Shares331

Event2026-06-30

Filed2026-07-02

WCN

WASTE CONNECTIONS INC F

0.00%

Shares179

Event2026-06-30

Filed2026-07-02

CARR

CARRIER GLOBAL CORP

0.25%

Shares404

Event2026-06-30

Filed2026-07-02

PAYX

PAYCHEX INC

1.01%

Shares300

Event2026-06-30

Filed2026-07-02

TJX

TJX COS INC NEW

0.00%

Shares194

Event2026-06-30

Filed2026-07-02

DVN

DEVON ENERGY CORP NEW

New

Shares700

Event2026-06-30

Filed2026-07-02

DUK

DUKE ENERGY CORP NEW

0.00%

Shares223

Event2026-06-30

Filed2026-07-02

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares70

Event2026-06-30

Filed2026-07-02

ADI

ANALOG DEVICES INC

0.00%

Shares69

Event2026-06-30

Filed2026-07-02

VHT

VANGUARD HEALTH CARE INDEX FUND ETF SHARES

-80.84%

Shares91

Event2026-06-30

Filed2026-07-02

NOC

NORTHROP GRUMMAN CORP

1.89%

Shares54

Event2026-06-30

Filed2026-07-02

SDIV

GLOBAL X SUPERDIVIDEND ETF

1.38%

Shares1.1K

Event2026-06-30

Filed2026-07-02

SMR

NUSCALE PWR CORP CLASS A

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-02

IEO

ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTIONETF

0.41%

Shares245

Event2026-06-30

Filed2026-07-02

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST

0.00%

Shares51

Event2026-06-30

Filed2026-07-02

KEYS

KEYSIGHT TECHNOLOGIES IN

0.00%

Shares75

Event2026-06-30

Filed2026-07-02

MDYG

STATE STREET SPDR S&P 400 MID CAP GROWTH ETF

-33.04%

Shares229

Event2026-06-30

Filed2026-07-02

EXPE

EXPEDIA GROUP INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-02

MDLZ

MONDELEZ INTL INC CLASS A

0.00%

Shares443

Event2026-06-30

Filed2026-07-02

VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES

0.00%

Shares369

Event2026-06-30

Filed2026-07-02

SCHA

SCHWAB U.S. SMALL-CAP ETF

0.14%

Shares702

Event2026-06-30

Filed2026-07-02

UNM

UNUM GROUP

0.00%

Shares279

Event2026-06-30

Filed2026-07-02

STPZ

PIMCO 1-5 YEAR U.S. TIPSINDEX EXCHANGE-TRADED FUND

1.75%

Shares464

Event2026-06-30

Filed2026-07-02

IXC

ISHARES GLOBAL ENERGY ETF

0.00%

Shares500

Event2026-06-30

Filed2026-07-02

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

-32.57%

Shares414

Event2026-06-30

Filed2026-07-02

CLOU

GLOBAL X CLOUD COMPUTINGETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-02

GOLDMAN SACHS GROUP INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-02

TMFC

MOTLEY FOOL 100 INDEX ETF

3.33%

Shares310

Event2026-06-30

Filed2026-07-02

WASTE MGMT INC DEL

0.00%

Shares106

Event2026-06-30

Filed2026-07-02

UNP

UNION PAC CORP

0.00%

Shares86

Event2026-06-30

Filed2026-07-02

QNITY ELECTRONICS INC

0.00%

Shares143

Event2026-06-30

Filed2026-07-02

TLT

ISHARES 20 YEAR TREASURY BOND ETF

-1.10%

Shares270

Event2026-06-30

Filed2026-07-02

MLM

MARTIN MARIETTA MATLS IN

0.00%

Shares41

Event2026-06-30

Filed2026-07-02

FTNT

FORTINET INC

New

Shares150

Event2026-06-30

Filed2026-07-02

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF

0.00%

Shares896

Event2026-06-30

Filed2026-07-02

GENERAL DYNAMICS CORP

0.00%

Shares65

Event2026-06-30

Filed2026-07-02

VALE

VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-02

EFA

ISHARES MSCI EAFE ETF

116.00%

Shares216

Event2026-06-30

Filed2026-07-02

BKNG

BOOKING HLDGS INC

0.00%

Shares126

Event2026-06-30

Filed2026-07-02

GPIX

GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-02

SCHI

SCHWAB 5-10 YEAR CORPORATE BOND ETF

0.00%

Shares965

Event2026-06-30

Filed2026-07-02

TBLL

INVESCO SHORT TERM TREASURY ETF

0.00%

Shares204

Event2026-06-30

Filed2026-07-02

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES

8233.33%

Shares250

Event2026-06-30

Filed2026-07-02

ODFL

OLD DOMINION FREIGHT LIN

0.00%

Shares98

Event2026-06-30

Filed2026-07-02

ASTRAZENECA PLC F

0.00%

Shares110

Event2026-06-30

Filed2026-07-02

CMF

ISHARES CALIFORNIA MUNI BOND ETF

0.56%

Shares361

Event2026-06-30

Filed2026-07-02

MSCI

MSCI INC

0.00%

Shares37

Event2026-06-30

Filed2026-07-02

ITB

ISHARES U.S. HOME CONSTRUCTION ETF

0.00%

Shares196

Event2026-06-30

Filed2026-07-02

AME

AMETEK INC NEW

0.00%

Shares84

Event2026-06-30

Filed2026-07-02

FREEPORT-MCMORAN INC

0.00%

Shares321

Event2026-06-30

Filed2026-07-02

DJT

TRUMP MEDIA & TECHNO

-21.19%

Shares2.6K

Event2026-06-30

Filed2026-07-02

CRWV

COREWEAVE INC CLASS A

0.00%

Shares200

Event2026-06-30

Filed2026-07-02

ABNB

AIRBNB INC CLASS A

-29.59%

Shares138

Event2026-06-30

Filed2026-07-02

PSH

PGIM SHORT DURATION HIGH

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-02

EFV

ISHARES MSCI EAFE VALUE ETF

0.00%

Shares256

Event2026-06-30

Filed2026-07-02

VPU

VANGUARD UTILITIES INDEXFUND ETF SHARES

-56.71%

Shares100

Event2026-06-30

Filed2026-07-02

GLD

SPDR GOLD SHARES

0.00%

Shares53

Event2026-06-30

Filed2026-07-02

FTC

FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND

0.00%

Shares101

Event2026-06-30

Filed2026-07-02

NDAQ

NASDAQ INC

0.00%

Shares238

Event2026-06-30

Filed2026-07-02

TMUS

T-MOBILE US INC

0.00%

Shares112

Event2026-06-30

Filed2026-07-02

BURLINGTON STORES INC

0.00%

Shares59

Event2026-06-30

Filed2026-07-02

IDYA

IDEAYA BIOSCIENCES INC

New

Shares500

Event2026-06-30

Filed2026-07-02

MAR

MARRIOTT INTL INC NEW CLASS A

0.00%

Shares50

Event2026-06-30

Filed2026-07-02

IDEXX LABS INC

0.00%

Shares35

Event2026-06-30

Filed2026-07-02

MCO

MOODYS CORP

-2.38%

Shares41

Event2026-06-30

Filed2026-07-02

MICROCHIP TECHNOLOGY INC

0.50%

Shares202

Event2026-06-30

Filed2026-07-02

SPOTIFY TECHNOLOGY S A F

0.00%

Shares40

Event2026-06-30

Filed2026-07-02

ELV

ELEVANCE HEALTH INC

-4.00%

Shares48

Event2026-06-30

Filed2026-07-02

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

0.00%

Shares220

Event2026-06-30

Filed2026-07-02

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

78.31%

Shares296

Event2026-06-30

Filed2026-07-02

WEC

WEC ENERGY GROUP INC

1.35%

Shares150

Event2026-06-30

Filed2026-07-02

RBA

RB GLOBAL INC F

0.00%

Shares147

Event2026-06-30

Filed2026-07-02

IYH

ISHARES U.S. HEALTHCARE ETF

0.39%

Shares255

Event2026-06-30

Filed2026-07-02

MP MATLS CORP CLASS A

49.75%

Shares301

Event2026-06-30

Filed2026-07-02

PMT

PENNYMAC MTG INVT TR REIT

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-02

DUOL

DUOLINGO INC CLASS A

0.00%

Shares145

Event2026-06-30

Filed2026-07-02

AEROVIRONMENT INC

0.00%

Shares101

Event2026-06-30

Filed2026-07-02

ECL

ECOLAB INC

0.00%

Shares60

Event2026-06-30

Filed2026-07-02

TECB

ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF

0.00%

Shares228

Event2026-06-30

Filed2026-07-02

MDU

MDU RES GROUP INC

0.00%

Shares768

Event2026-06-30

Filed2026-07-02

WMB

WILLIAMS COS INC

0.46%

Shares219

Event2026-06-30

Filed2026-07-02

KNF

KNIFE RIV CORP

0.00%

Shares192

Event2026-06-30

Filed2026-07-02

SUN

SUNOCO LP LP

0.00%

Shares235

Event2026-06-30

Filed2026-07-02

FICO

FAIR ISAAC CORP

0.00%

Shares13

Event2026-06-30

Filed2026-07-02

STATE STREET SPDR PORTFOLIO S&P 500 ETF

0.00%

Shares175

Event2026-06-30

Filed2026-07-02

ADOBE INC

0.00%

Shares73

Event2026-06-30

Filed2026-07-02

PGZ

PRINCIPAL REAL ESTATE IN

2.11%

Shares1.5K

Event2026-06-30

Filed2026-07-02

ARR

ARMOUR RESIDENTIAL REIT

4.26%

Shares856

Event2026-06-30

Filed2026-07-02

ZOETIS INC CLASS A

0.49%

Shares207

Event2026-06-30

Filed2026-07-02

GPN

GLOBAL PMTS INC

New

Shares200

Event2026-06-30

Filed2026-07-02

QQA

INVESCO QQQ INCOME ADVANTAGE ETF

0.00%

Shares250

Event2026-06-30

Filed2026-07-02

AGNC INVT CORP REIT

2.25%

Shares1.3K

Event2026-06-30

Filed2026-07-02

SBAC

SBA COMMUNICATIONS CORP REIT

1.23%

Shares82

Event2026-06-30

Filed2026-07-02

JAAA

JANUS HENDERSON AAA CLO ETF

0.00%

Shares283

Event2026-06-30

Filed2026-07-02

FDX

FEDEX CORP

0.00%

Shares46

Event2026-06-30

Filed2026-07-02

JOHNSON CONTROLS INT F

0.00%

Shares97

Event2026-06-30

Filed2026-07-02

DEC

DIVERSIFIED ENERGY CO

New

Shares1.0K

Event2026-06-30

Filed2026-07-02

BKR

BAKER HUGHES CO. A CLASS A

0.40%

Shares248

Event2026-06-30

Filed2026-07-02

BIV

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

0.00%

Shares175

Event2026-06-30

Filed2026-07-02

METC

RAMACO RES INC CLASS A

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-02

TRAVELERS COS INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-02

FTHI

FIRST TRUST BUYWRITE INCOME ETF

0.00%

Shares550

Event2026-06-30

Filed2026-07-02

GRAYSCALE ETHEREUM MINI STAKING ETF

-2.82%

Shares860

Event2026-06-30

Filed2026-07-02

DUPONT DE NEMOURS INC

-66.78%

Shares95

Event2026-06-30

Filed2026-07-02

GILD

GILEAD SCIENCES INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-02

HYBB

ISHARES BB RATED CORPORATE BOND ETF

0.76%

Shares265

Event2026-06-30

Filed2026-07-02

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

0.00%

Shares256

Event2026-06-30

Filed2026-07-02

FIRSTENERGY CORP

1.19%

Shares256

Event2026-06-30

Filed2026-07-02

HXL

HEXCEL CORP NEW

0.00%

Shares121

Event2026-06-30

Filed2026-07-02

PFG

PRINCIPAL FINL GROUP INC

0.90%

Shares112

Event2026-06-30

Filed2026-07-02

KNSL

KINSALE CAP GROUP INC

0.00%

Shares37

Event2026-06-30

Filed2026-07-02

POOL CORP

0.00%

Shares56

Event2026-06-30

Filed2026-07-02

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.25%

Shares401

Event2026-06-30

Filed2026-07-02

BOEING CO

0.00%

Shares54

Event2026-06-30

Filed2026-07-02

PROCTER & GAMBLE CO

1.27%

Shares80

Event2026-06-30

Filed2026-07-02

HLT

HILTON WORLDWIDE HLDGS I

0.00%

Shares36

Event2026-06-30

Filed2026-07-02

LHX

L3HARRIS TECHNOLOGIES IN

0.00%

Shares40

Event2026-06-30

Filed2026-07-02

GSLC

GOLDMAN SACHS ACTIVEBETAU.S. LARGE CAP EQUITY ETF

0.00%

Shares81

Event2026-06-30

Filed2026-07-02

MGC

VANGUARD MEGA CAP INDEX FUND ETF SHARES

0.00%

Shares42

Event2026-06-30

Filed2026-07-02

LPLA

LPL FINL HLDGS INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-02

POWR

ISHARES U.S. POWER INFRASTRUCTURE ETF

New

Shares402

Event2026-06-30

Filed2026-07-02

TMC

TMC THE METALS CO INC F

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-02

CME

CME GROUP INC CLASS A

0.00%

Shares50

Event2026-06-30

Filed2026-07-02

IYG

ISHARES U.S. FINANCIAL SERVICES ETF

0.00%

Shares121

Event2026-06-30

Filed2026-07-02

ORA

ORMAT TECHNOLOGIES INC

New

Shares100

Event2026-06-30

Filed2026-07-02

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares37

Event2026-06-30

Filed2026-07-02

NRG

NRG ENERGY INC

0.00%

Shares74

Event2026-06-30

Filed2026-07-02

MBB

ISHARES MBS ETF

-93.43%

Shares114

Event2026-06-30

Filed2026-07-02

ETHA

ISHARES ETHEREUM TRUST ETF

0.00%

Shares900

Event2026-06-30

Filed2026-07-02

TSCO

TRACTOR SUPPLY CO

0.30%

Shares339

Event2026-06-30

Filed2026-07-02

HOOD

ROBINHOOD MKTS INC CLASS A

-3.67%

Shares105

Event2026-06-30

Filed2026-07-02

TRU

TRANSUNION

0.00%

Shares146

Event2026-06-30

Filed2026-07-02

KHC

KRAFT HEINZ CO

1.59%

Shares446

Event2026-06-30

Filed2026-07-02

ANTERO MIDSTREAM CORP

1.09%

Shares463

Event2026-06-30

Filed2026-07-02

TTWO

TAKE-TWO INTERACTIVE SOF

0.00%

Shares42

Event2026-06-30

Filed2026-07-02

LEN

LENNAR CORP CLASS A

0.87%

Shares116

Event2026-06-30

Filed2026-07-02

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.00%

Shares27

Event2026-06-30

Filed2026-07-02

DGX

QUEST DIAGNOSTICS INC

-9.26%

Shares49

Event2026-06-30

Filed2026-07-02

ACCENTURE PLC IRELAND FCLASS A

0.00%

Shares82

Event2026-06-30

Filed2026-07-02

CHRW

C H ROBINSON WORLDWIDE I

-15.63%

Shares54

Event2026-06-30

Filed2026-07-02

HAS

HASBRO INC

0.83%

Shares122

Event2026-06-30

Filed2026-07-02

CVS

CVS HEALTH CORP

1.04%

Shares97

Event2026-06-30

Filed2026-07-02

MCK

MCKESSON CORP

0.00%

Shares14

Event2026-06-30

Filed2026-07-02

ICE

INTERCONTINENTAL EXCHANG

0.00%

Shares80

Event2026-06-30

Filed2026-07-02

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

New

Shares174

Event2026-06-30

Filed2026-07-02

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

0.79%

Shares128

Event2026-06-30

Filed2026-07-02

IWM

ISHARES RUSSELL 2000 ETF

-3.03%

Shares32

Event2026-06-30

Filed2026-07-02

FOX

FOX CORP CLASS CLASS B

0.00%

Shares203

Event2026-06-30

Filed2026-07-02

NXE

NEXGEN ENERGY LTD F

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-02

AKRE

AKRE FOCUS ETF

0.00%

Shares175

Event2026-06-30

Filed2026-07-02

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.00%

Shares49

Event2026-06-30

Filed2026-07-02

BSV

VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES

0.87%

Shares116

Event2026-06-30

Filed2026-07-02

PSX

PHILLIPS 66

0.00%

Shares52

Event2026-06-30

Filed2026-07-02

CPNG

COUPANG INC CLASS A

0.00%

Shares500

Event2026-06-30

Filed2026-07-02

PYPL

PAYPAL HLDGS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-02

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares39

Event2026-06-30

Filed2026-07-02

EFXT

ENERFLEX LTD F

0.00%

Shares350

Event2026-06-30

Filed2026-07-02

NXP SEMICONDUCTORS N V F

0.00%

Shares30

Event2026-06-30

Filed2026-07-02

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

0.00%

Shares51

Event2026-06-30

Filed2026-07-02

YUM

YUM BRANDS INC

1.92%

Shares53

Event2026-06-30

Filed2026-07-02

OPEN

OPENDOOR TECHNOLOGIES INCLASS A

75.00%

Shares1.8K

Event2026-06-30

Filed2026-07-02

PHM

PULTEGROUP INC

0.00%

Shares59

Event2026-06-30

Filed2026-07-02

TRFK

PACER DATA AND DIGITAL REVOLUTION ETF

0.00%

Shares75

Event2026-06-30

Filed2026-07-02

IQV

IQVIA HLDGS INC

0.00%

Shares41

Event2026-06-30

Filed2026-07-02

FBIN

FORTUNE BRANDS INNOVATIO

0.69%

Shares145

Event2026-06-30

Filed2026-07-02

ALB

ALBEMARLE CORP

0.00%

Shares59

Event2026-06-30

Filed2026-07-02

MEDTRONIC PLC F

0.00%

Shares98

Event2026-06-30

Filed2026-07-02

APOLLO GLOBAL MGMT INC NCLASS A

1.56%

Shares65

Event2026-06-30

Filed2026-07-02

SHEL

SHELL PLC FTENDER OFFER EXP:

0.00%

Shares98

Event2026-06-30

Filed2026-07-02

XPRO

EXPRO GROUP HLDGS NV F

0.00%

Shares500

Event2026-06-30

Filed2026-07-02

CFG

CITIZENS FINL GROUP INC

0.00%

Shares105

Event2026-06-30

Filed2026-07-02

VCSH

VANGUARD SHORT TERM COR BD ETF

0.00%

Shares92

Event2026-06-30

Filed2026-07-02

EPR

EPR PPTYS REIT

-80.00%

Shares125

Event2026-06-30

Filed2026-07-02

GLPI

GAMING & LEISURE PPTYS IREIT

1.88%

Shares163

Event2026-06-30

Filed2026-07-02

VGIT

VANGUARD INTER-TERM TREAS INDEX FD

New

Shares122

Event2026-06-30

Filed2026-07-02

AES CORP

-33.38%

Shares487

Event2026-06-30

Filed2026-07-02

HUM

HUMANA INC

0.00%

Shares18

Event2026-06-30

Filed2026-07-02

KOMP

STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF

0.00%

Shares94

Event2026-06-30

Filed2026-07-02

OGIG

ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES

0.00%

Shares151

Event2026-06-30

Filed2026-07-02

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

0.00%

Shares62

Event2026-06-30

Filed2026-07-02

EXC

CHEYENNE RES CORP

0.01%

Shares22.0K

Event2026-06-30

Filed2026-07-02

SERVICENOW INC

14.55%

Shares63

Event2026-06-30

Filed2026-07-02

WST

WEST PHARMACEUTICAL SVCS

0.00%

Shares18

Event2026-06-30

Filed2026-07-02

NIO INC F

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-02

VSLU

APPLIED FINANCE VALUATION LARGE CAP US ETF

New

Shares132

Event2026-06-30

Filed2026-07-02

EMB

ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF

0.00%

Shares63

Event2026-06-30

Filed2026-07-02

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN

0.00%

Shares73

Event2026-06-30

Filed2026-07-02

ORLY

O REILLY AUTOMOTIVE INC

0.00%

Shares65

Event2026-06-30

Filed2026-07-02

ARKX

ARK SPACE & DEFENSE INNOVATION ETF

0.00%

Shares175

Event2026-06-30

Filed2026-07-02

VLO

VALERO ENERGY CORP NEW

0.00%

Shares23

Event2026-06-30

Filed2026-07-02

DYNEX CAP INC REIT

2.52%

Shares448

Event2026-06-30

Filed2026-07-02

VEEV

VEEVA SYS INC CLASS A

0.00%

Shares33

Event2026-06-30

Filed2026-07-02

REGN

REGENERON PHARMACEUTICAL

-9.09%

Shares10

Event2026-06-30

Filed2026-07-02

CPRT

COPART INC

New

Shares200

Event2026-06-30

Filed2026-07-02

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

0.00%

Shares212

Event2026-06-30

Filed2026-07-02

SNY

SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

0.00%

Shares131

Event2026-06-30

Filed2026-07-02

NKE

NIKE INC CLASS B

0.00%

Shares136

Event2026-06-30

Filed2026-07-02

BJS WHSL CLUB HLDGS INC

0.00%

Shares62

Event2026-06-30

Filed2026-07-02

GEHC

GE HEALTHCARE TECHNOLOGI

0.00%

Shares85

Event2026-06-30

Filed2026-07-02

UPSTART HLDGS INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-02

CEG

CONSTELLATION ENERGY COR

0.00%

Shares22

Event2026-06-30

Filed2026-07-02

SCHH

SCHWAB U.S. REIT ETF

0.93%

Shares217

Event2026-06-30

Filed2026-07-02

GOVT

ISHARES U.S. TREASURY BOND ETF

0.45%

Shares222

Event2026-06-30

Filed2026-07-02

ARK GENOMIC REVOLUTION ETF

0.00%

Shares120

Event2026-06-30

Filed2026-07-02

PTC

PTC INC

0.00%

Shares43

Event2026-06-30

Filed2026-07-02

ZBH

ZIMMER BIOMET HLDGS INC

0.00%

Shares54

Event2026-06-30

Filed2026-07-02

REVS

COLUMBIA RESEARCH ENHANCED VALUE ETF

0.00%

Shares147

Event2026-06-30

Filed2026-07-02

INSULET CORP

0.00%

Shares29

Event2026-06-30

Filed2026-07-02

CRM

SALESFORCE INC

0.00%

Shares27

Event2026-06-30

Filed2026-07-02

TCAF

T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF

0.00%

Shares100

Event2026-06-30

Filed2026-07-02

NOK

NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares300

Event2026-06-30

Filed2026-07-02

DRIV

GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF

0.00%

Shares102

Event2026-06-30

Filed2026-07-02

MORN

MORNINGSTAR INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-02

SCHP

SCHWAB U.S. TIPS ETF

1.41%

Shares144

Event2026-06-30

Filed2026-07-02

MET

METLIFE INC

2.27%

Shares45

Event2026-06-30

Filed2026-07-02

LIT

GLOBAL X LITHIUM & BATTERY TECH ETF

-81.60%

Shares46

Event2026-06-30

Filed2026-07-02

JMIA

JUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS

New

Shares500

Event2026-06-30

Filed2026-07-02

ABR

ARBOR RLTY TR INC REIT

3.21%

Shares644

Event2026-06-30

Filed2026-07-02

DEXCOM INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-02

BCAT

BLACKROCK CAPITAL ALLOCA

3.43%

Shares211

Event2026-06-30

Filed2026-07-02

FEDEX FGHT HLDG CO INC

New

Shares22

Event2026-06-30

Filed2026-07-02

INTL

MAIN INTERNATIONAL ETF

New

Shares100

Event2026-06-30

Filed2026-07-02

CIPHER DIGITAL INC

-25.61%

Shares122

Event2026-06-30

Filed2026-07-02

LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS

New

Shares250

Event2026-06-30

Filed2026-07-02

SPHD

INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF

-25.64%

Shares58

Event2026-06-30

Filed2026-07-02

INGERSOLL RAND INC

0.00%

Shares36

Event2026-06-30

Filed2026-07-02

CARNIVAL CORP LTD F

0.00%

Shares101

Event2026-06-30

Filed2026-07-02

FLOT

ISHARES FLOATING RATE BOND ETF

0.00%

Shares54

Event2026-06-30

Filed2026-07-02

XLB

STATE STREET MATERIALS SELECT SECTOR SPDR ETF

0.00%

Shares51

Event2026-06-30

Filed2026-07-02

PTY

PIMCO CORPORATE & INCOME

-2.87%

Shares203

Event2026-06-30

Filed2026-07-02

JIG

JPMORGAN INTERNATIONAL GROWTH ETF

0.00%

Shares28

Event2026-06-30

Filed2026-07-02

NCLH

NORWEGIAN CRUISE LINE F

0.00%

Shares100

Event2026-06-30

Filed2026-07-02

CEPO

CANTOR EQUITY PARTNERS FCLASS A

0.00%

Shares150

Event2026-06-30

Filed2026-07-02

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

0.00%

Shares24

Event2026-06-30

Filed2026-07-02

QUBT

QUANTUM COMPUTING INC

New

Shares200

Event2026-06-30

Filed2026-07-02

IREN

IREN LTD F

-36.92%

Shares41

Event2026-06-30

Filed2026-07-02

MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS

0.00%

Shares150

Event2026-06-30

Filed2026-07-02

XTIA

XTI AEROSPACE INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-02

SONY

SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares90

Event2026-06-30

Filed2026-07-02

HIG

HARTFORD INS GROUP INC

0.00%

Shares13

Event2026-06-30

Filed2026-07-02

WULF

TERAWULF INC

-44.35%

Shares69

Event2026-06-30

Filed2026-07-02

XLG

INVESCO S&P 500 TOP 50 ETF

0.00%

Shares26

Event2026-06-30

Filed2026-07-02

MBC

MASTERBRAND INC

0.00%

Shares135

Event2026-06-30

Filed2026-07-02

NBIS

NEBIUS GROUP N V A FCLASS A

-64.29%

Shares5

Event2026-06-30

Filed2026-07-02

PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS

-36.29%

Shares446

Event2026-06-30

Filed2026-07-02

SCHZ

SCHWAB U.S. AGGREGATE BOND ETF

0.00%

Shares56

Event2026-06-30

Filed2026-07-02

BLACKBERRY LTD F

0.00%

Shares100

Event2026-06-30

Filed2026-07-02

CITROTECH INC.

0.00%

Shares216

Event2026-06-30

Filed2026-07-02

ARCHER AVIATION INC CLASS A

0.00%

Shares250

Event2026-06-30

Filed2026-07-02

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

0.00%

Shares11

Event2026-06-30

Filed2026-07-02

GLAD

GLADSTONE CAP CORP EQUITCLASS EQUITY

1.85%

Shares55

Event2026-06-30

Filed2026-07-02

HRZN

HORIZON TECHNOLOGY FIN C

2.96%

Shares209

Event2026-06-30

Filed2026-07-02

QUANTUMSCAPE CORP CLASS A

0.00%

Shares125

Event2026-06-30

Filed2026-07-02

BLOK

AMPLIFY BLOCKCHAIN TECHNOLOGY ETF

0.00%

Shares15

Event2026-06-30

Filed2026-07-02

VWO

VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES

1300.00%

Shares14

Event2026-06-30

Filed2026-07-02

RKT

ROCKET LAB CORP CLASS A

-75.76%

Shares8

Event2026-06-30

Filed2026-07-02

BKKT

BAKKT INC CLASS A

0.00%

Shares100

Event2026-06-30

Filed2026-07-02

VXF

VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES

-83.33%

Shares3

Event2026-06-30

Filed2026-07-02

SLV

ISHARES SILVER TRUST

0.00%

Shares13

Event2026-06-30

Filed2026-07-02

CAPS

CAPSTONE ENERGY INC

New

Shares75

Event2026-06-30

Filed2026-07-02

VERI

VERITONE INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-02

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

0.00%

Shares5

Event2026-06-30

Filed2026-07-02

SPYI

NEOS S&P 500 HIGH INCOMEETF

-58.06%

Shares13

Event2026-06-30

Filed2026-07-02

BMNR

BITMINE IMMERSION TECNOL

0.00%

Shares51

Event2026-06-30

Filed2026-07-02

CLSK

CLEANSPARK INC

-17.02%

Shares39

Event2026-06-30

Filed2026-07-02

CACI

CACI INTL INC CLASS CLASS A

0.00%

Shares1

Event2026-06-30

Filed2026-07-02

XYZ

BLOCK INC A CLASS A

20.00%

Shares6

Event2026-06-30

Filed2026-07-02

GLXY

GALAXY DIGITAL INC CLASS CLASS A

0.00%

Shares16

Event2026-06-30

Filed2026-07-02

BROOKFIELD CORP FCLASS A

-59.09%

Shares9

Event2026-06-30

Filed2026-07-02

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available