Sponsored
The Analysis of KESTRA PRIVATE WEALTH SERVICES, LLC's Holdings & P&L
Currently, KESTRA PRIVATE WEALTH SERVICES, LLC holds 1814 types of securities in its portfolio with a total value $9.1B. In the most recent quarter, they have increased their positions in VUG (+879.0K shares, valued at $75.7M), IWF (+370.4K shares, valued at $46.0M), VGT (+168.0K shares, valued at $20.1M); decreased their positions in AAPL (-40.8K shares, valued at $11.8M), AMD (-18.6K shares, valued at $10.8M), OEF (-26.3K shares, valued at $9.6M); initiated new positions in DCOR (+64.9K shares, valued at $5.3M), N/A (+29.1K shares, valued at $5.0M), N/A (+21.6K shares, valued at $4.8M).
1M P&L
-169.1M-2.21%
3M P&L
-6.5M-0.09%
HY P&L
+49.7M+0.67%
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/A4.1B
52.8%
2Semiconductors578.5M
7.5%
3Consumer Electronics295.5M
3.8%
Top Industries by Stock Count
1N/A872 stocks
52.2%
2Banks - Regional34 stocks
2.0%
3Asset Management28 stocks
1.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP29.1K sharesnew addition2026-06-302026-07-28
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AAPL
-3.84%APPLE INC
Shares1.0M
Event2026-06-30
Filed2026-07-28
NVDA
-1.37%NVIDIA CORPORATION
Shares1.5M
Event2026-06-30
Filed2026-07-28
AMZN
-1.60%AMAZON COM INC
Shares763.1K
Event2026-06-30
Filed2026-07-28
GOOGL
0.08%ALPHABET INC
Shares436.0K
Event2026-06-30
Filed2026-07-28
MSFT
0.62%MICROSOFT CORP
Shares390.1K
Event2026-06-30
Filed2026-07-28
QQQ
-3.53%INVESCO QQQ TR
Shares172.5K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
-5.91%JPMORGAN CHASE & CO
Shares325.4K
Event2026-06-30
Filed2026-07-28
MU
-7.68%MICRON TECHNOLOGY INC
Shares84.9K
Event2026-06-30
Filed2026-07-28
VTV
2.37%VANGUARD INDEX FDS
Shares432.5K
Event2026-06-30
Filed2026-07-28
VUG
517.10%VANGUARD INDEX FDS
Shares1.0M
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
-2.66%STATE STR SPDR S&P 500 ETF T
Shares119.7K
Event2026-06-30
Filed2026-07-28
ISHARES TR
-2.91%ISHARES TR
Shares115.1K
Event2026-06-30
Filed2026-07-28
BROADCOM INC
-2.43%BROADCOM INC
Shares225.7K
Event2026-06-30
Filed2026-07-28
BRK.B
-8.44%BERKSHIRE HATHAWAY INC DEL
Shares159.6K
Event2026-06-30
Filed2026-07-28
VOO
7.95%VANGUARD INDEX FDS
Shares115.6K
Event2026-06-30
Filed2026-07-28
GOOG
-4.82%ALPHABET INC
Shares222.6K
Event2026-06-30
Filed2026-07-28
RDVY
2.82%FIRST TR EXCHANGE TRADED FD
Shares962.0K
Event2026-06-30
Filed2026-07-28
TSLA
3.53%TESLA INC
Shares184.2K
Event2026-06-30
Filed2026-07-28
COSTCO WHOLESALE CORPORATION
-1.62%COSTCO WHOLESALE CORPORATION
Shares78.5K
Event2026-06-30
Filed2026-07-28
BUFR
-7.26%FIRST TR EXCHNG TRADED FD VI
Shares1.9M
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
0.36%META PLATFORMS INC
Shares120.1K
Event2026-06-30
Filed2026-07-28
LLY
3.88%ELI LILLY & CO
Shares56.4K
Event2026-06-30
Filed2026-07-28
VISA INC
-2.15%VISA INC
Shares193.9K
Event2026-06-30
Filed2026-07-28
ISHARES TR
-2.33%ISHARES TR
Shares614.7K
Event2026-06-30
Filed2026-07-28
IWF
313.28%ISHARES TR
Shares488.7K
Event2026-06-30
Filed2026-07-28
IWD
4.21%ISHARES TR
Shares229.1K
Event2026-06-30
Filed2026-07-28
SPYG
-6.61%SPDR SERIES TRUST
Shares418.1K
Event2026-06-30
Filed2026-07-28
AMD
-18.06%ADVANCED MICRO DEVICES INC
Shares84.4K
Event2026-06-30
Filed2026-07-28
WMT
-4.99%WALMART INC
Shares405.3K
Event2026-06-30
Filed2026-07-28
ABBVIE INC
1.94%ABBVIE INC
Shares180.6K
Event2026-06-30
Filed2026-07-28
IWY
-1.92%ISHARES TR
Shares153.7K
Event2026-06-30
Filed2026-07-28
ISHARES TR
0.91%ISHARES TR
Shares448.7K
Event2026-06-30
Filed2026-07-28
CISCO SYS INC
0.50%CISCO SYS INC
Shares357.9K
Event2026-06-30
Filed2026-07-28
HD
-0.16%HOME DEPOT INC
Shares116.9K
Event2026-06-30
Filed2026-07-28
CGDV
7.40%CAPITAL GROUP DIVIDEND VALUE
Shares831.0K
Event2026-06-30
Filed2026-07-28
IVW
8.88%ISHARES TR
Shares294.8K
Event2026-06-30
Filed2026-07-28
VEA
-0.44%VANGUARD TAX-MANAGED FDS
Shares567.8K
Event2026-06-30
Filed2026-07-28
USFR
-1.27%WISDOMTREE TR
Shares800.6K
Event2026-06-30
Filed2026-07-28
CROWDSTRIKE HLDGS INC
2.58%CROWDSTRIKE HLDGS INC
Shares52.4K
Event2026-06-30
Filed2026-07-28
RTX CORPORATION
0.14%RTX CORPORATION
Shares209.2K
Event2026-06-30
Filed2026-07-28
CAT
-5.13%CATERPILLAR INC
Shares37.0K
Event2026-06-30
Filed2026-07-28
PALANTIR TECHNOLOGIES INC
-6.84%PALANTIR TECHNOLOGIES INC
Shares333.2K
Event2026-06-30
Filed2026-07-28
MFSI
13.12%MFS ACTIVE EXCHANGE TRADED F
Shares1.2M
Event2026-06-30
Filed2026-07-28
DGRW
-1.91%WISDOMTREE TR
Shares403.2K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
-0.89%EXXON MOBIL CORP
Shares272.2K
Event2026-06-30
Filed2026-07-28
GLD
-3.76%SPDR GOLD TR
Shares100.6K
Event2026-06-30
Filed2026-07-28
JEPI
0.93%J P MORGAN EXCHANGE TRADED F
Shares650.7K
Event2026-06-30
Filed2026-07-28
EVMO
-1.30%MORGAN STANLEY ETF TRUST
Shares719.8K
Event2026-06-30
Filed2026-07-28
AVUV
4.54%AMERICAN CENTY ETF TR
Shares287.4K
Event2026-06-30
Filed2026-07-28
TSM
2.38%TAIWAN SEMICONDUCTOR MFG LTD
Shares74.7K
Event2026-06-30
Filed2026-07-28
CGSD
120.95%CAPITAL GRP FIXED INCM ETF T
Shares1.4M
Event2026-06-30
Filed2026-07-28
CVX
-5.40%CHEVRON CORP NEW
Shares210.2K
Event2026-06-30
Filed2026-07-28
MRK
-1.32%MERCK & CO INC
Shares256.7K
Event2026-06-30
Filed2026-07-28
GS
-0.12%GOLDMAN SACHS GROUP INC
Shares32.5K
Event2026-06-30
Filed2026-07-28
PANW
4.25%PALO ALTO NETWORKS INC
Shares95.4K
Event2026-06-30
Filed2026-07-28
IJH
2.15%ISHARES TR
Shares417.3K
Event2026-06-30
Filed2026-07-28
JNJ
2.08%JOHNSON & JOHNSON
Shares126.1K
Event2026-06-30
Filed2026-07-28
IEMG
-6.39%ISHARES INC
Shares385.1K
Event2026-06-30
Filed2026-07-28
MS
-0.87%MORGAN STANLEY
Shares150.1K
Event2026-06-30
Filed2026-07-28
FBND
12.87%FIDELITY MERRIMACK STR TR
Shares656.7K
Event2026-06-30
Filed2026-07-28
AMGN
0.09%AMGEN INC
Shares79.4K
Event2026-06-30
Filed2026-07-28
VANGUARD INDEX FDS
8.49%VANGUARD INDEX FDS
Shares77.2K
Event2026-06-30
Filed2026-07-28
QQQM
-0.55%INVESCO EXCH TRADED FD TR II
Shares89.6K
Event2026-06-30
Filed2026-07-28
VEU
34.62%VANGUARD INTL EQUITY INDEX F
Shares318.7K
Event2026-06-30
Filed2026-07-28
IJT
1.90%ISHARES TR
Shares149.0K
Event2026-06-30
Filed2026-07-28
IUSV
-17.01%ISHARES TR
Shares237.4K
Event2026-06-30
Filed2026-07-28
PAAA
0.05%PGIM ETF TR
Shares502.1K
Event2026-06-30
Filed2026-07-28
COWZ
-8.85%PACER FDS TR
Shares410.0K
Event2026-06-30
Filed2026-07-28
DYNF
-11.63%BLACKROCK ETF TRUST
Shares373.0K
Event2026-06-30
Filed2026-07-28
VCSH
2.15%VANGUARD SCOTTSDALE FDS
Shares317.5K
Event2026-06-30
Filed2026-07-28
IJS
3.01%ISHARES TR
Shares182.1K
Event2026-06-30
Filed2026-07-28
VWO
8.05%VANGUARD INTL EQUITY INDEX F
Shares411.3K
Event2026-06-30
Filed2026-07-28
IBM
1.15%INTERNATIONAL BUSINESS MACHS
Shares86.9K
Event2026-06-30
Filed2026-07-28
NEXTERA ENERGY INC
-2.82%NEXTERA ENERGY INC
Shares278.4K
Event2026-06-30
Filed2026-07-28
IVE
5.97%ISHARES TR
Shares107.1K
Event2026-06-30
Filed2026-07-28
GEV
15.73%GE VERNOVA INC
Shares20.6K
Event2026-06-30
Filed2026-07-28
AGOX
-22.93%STARBOARD INVT TR
Shares698.8K
Event2026-06-30
Filed2026-07-28
IWP
4.03%ISHARES TR
Shares163.6K
Event2026-06-30
Filed2026-07-28
EFV
0.88%ISHARES TR
Shares312.0K
Event2026-06-30
Filed2026-07-28
QUAL
7.99%ISHARES TR
Shares108.4K
Event2026-06-30
Filed2026-07-28
QCOM
-9.53%QUALCOMM INC
Shares128.5K
Event2026-06-30
Filed2026-07-28
JAAA
-2.40%JANUS DETROIT STR TR
Shares469.6K
Event2026-06-30
Filed2026-07-28
TLT
-5.37%ISHARES TR
Shares270.8K
Event2026-06-30
Filed2026-07-28
ASML
-1.11%ASML HLDG NV
Shares11.6K
Event2026-06-30
Filed2026-07-28
GD
12.64%GENERAL DYNAMICS CORP
Shares65.0K
Event2026-06-30
Filed2026-07-28
VGT
692.39%VANGUARD WORLD FD
Shares192.3K
Event2026-06-30
Filed2026-07-28
VONG
-2.96%VANGUARD SCOTTSDALE FDS
Shares179.4K
Event2026-06-30
Filed2026-07-28
ETN
1.40%EATON CORP PLC
Shares53.1K
Event2026-06-30
Filed2026-07-28
LMT
-3.59%LOCKHEED MARTIN CORP
Shares44.4K
Event2026-06-30
Filed2026-07-28
VO
284.13%VANGUARD INDEX FDS
Shares279.5K
Event2026-06-30
Filed2026-07-28
NETFLIX INC.
-1.88%NETFLIX INC.
Shares311.9K
Event2026-06-30
Filed2026-07-28
BAC
1.80%BANK OF AMER CORP
Shares385.2K
Event2026-06-30
Filed2026-07-28
EMLP
23.48%FIRST TR EXCHANGE-TRADED FD
Shares493.6K
Event2026-06-30
Filed2026-07-28
CIBR
8.75%FIRST TR EXCHANGE-TRADED FD
Shares237.3K
Event2026-06-30
Filed2026-07-28
PG
-3.95%PROCTER AND GAMBLE CO
Shares144.2K
Event2026-06-30
Filed2026-07-28
PEP
0.73%PEPSICO INC
Shares152.7K
Event2026-06-30
Filed2026-07-28
SPYV
-11.74%SPDR SERIES TRUST
Shares338.8K
Event2026-06-30
Filed2026-07-28
INTC
-20.01%INTEL CORP
Shares146.8K
Event2026-06-30
Filed2026-07-28
CGBL
12.09%CAPITAL GROUP CORE BALANCED
Shares540.0K
Event2026-06-30
Filed2026-07-28
ISRG
0.33%INTUITIVE SURGICAL INC
Shares51.2K
Event2026-06-30
Filed2026-07-28
UCON
-0.14%FIRST TR EXCHNG TRADED FD VI
Shares801.9K
Event2026-06-30
Filed2026-07-28
PSX
-1.71%PHILLIPS 66
Shares116.1K
Event2026-06-30
Filed2026-07-28
SOXX
-2.58%ISHARES TR
Shares30.6K
Event2026-06-30
Filed2026-07-28
KO
-3.84%COCA COLA CO
Shares238.4K
Event2026-06-30
Filed2026-07-28
VB
-1.45%VANGUARD INDEX FDS
Shares63.3K
Event2026-06-30
Filed2026-07-28
IWX
-0.53%ISHARES TR
Shares181.6K
Event2026-06-30
Filed2026-07-28
PVAL
27.39%PUTNAM ETF TRUST
Shares374.7K
Event2026-06-30
Filed2026-07-28
GE
6.74%GE AEROSPACE
Shares51.0K
Event2026-06-30
Filed2026-07-28
GLW
-8.19%CORNING INC
Shares74.5K
Event2026-06-30
Filed2026-07-28
SMH
8.63%VANECK ETF TRUST
Shares28.7K
Event2026-06-30
Filed2026-07-28
VANECK ETF TRUST
-5.41%VANECK ETF TRUST
Shares248.2K
Event2026-06-30
Filed2026-07-28
RECS
3.56%COLUMBIA ETF TR I
Shares432.4K
Event2026-06-30
Filed2026-07-28
AXP
7.99%AMERICAN EXPRESS CO
Shares54.8K
Event2026-06-30
Filed2026-07-28
EFG
2.77%ISHARES TR
Shares148.9K
Event2026-06-30
Filed2026-07-28
BUFZ
20.81%FIRST TR EXCHNG TRADED FD VI
Shares660.8K
Event2026-06-30
Filed2026-07-28
TXN
-1.02%TEXAS INSTRS INC
Shares61.7K
Event2026-06-30
Filed2026-07-28
ANET
-3.50%ARISTA NETWORKS INC
Shares107.5K
Event2026-06-30
Filed2026-07-28
VIG
-3.19%VANGUARD SPECIALIZED FUNDS
Shares77.1K
Event2026-06-30
Filed2026-07-28
SEAGATE TECHNOLOGY HLDNGS PL
-19.32%SEAGATE TECHNOLOGY HLDNGS PL
Shares18.7K
Event2026-06-30
Filed2026-07-28
AIRR
45.83%FIRST TR EXCHANGE TRADED FD
Shares134.9K
Event2026-06-30
Filed2026-07-28
FIW
15.03%FIRST TR EXCHANGE-TRADED FD
Shares162.5K
Event2026-06-30
Filed2026-07-28
MCD
-0.90%MCDONALDS CORP
Shares65.7K
Event2026-06-30
Filed2026-07-28
APPLIED MATLS INC
-6.50%APPLIED MATLS INC
Shares24.5K
Event2026-06-30
Filed2026-07-28
LMBS
-13.03%FIRST TR EXCHANGE-TRADED FD
Shares352.9K
Event2026-06-30
Filed2026-07-28
JBND
2.84%J P MORGAN EXCHANGE TRADED F
Shares327.5K
Event2026-06-30
Filed2026-07-28
IWM
-1.58%ISHARES TR
Shares58.0K
Event2026-06-30
Filed2026-07-28
PH
0.06%PARKER-HANNIFIN CORP
Shares17.6K
Event2026-06-30
Filed2026-07-28
KLAC
845.35%KLA CORP
Shares56.7K
Event2026-06-30
Filed2026-07-28
GRNY
25.94%TIDAL TRUST I
Shares614.0K
Event2026-06-30
Filed2026-07-28
ADI
-2.18%ANALOG DEVICES INC
Shares42.4K
Event2026-06-30
Filed2026-07-28
CGGR
-25.44%CAPITAL GROUP GROWTH ETF
Shares352.8K
Event2026-06-30
Filed2026-07-28
DIVI
-8.37%FRANKLIN TEMPLETON ETF TR
Shares389.7K
Event2026-06-30
Filed2026-07-28
EMR
-4.11%EMERSON ELEC CO
Shares114.7K
Event2026-06-30
Filed2026-07-28
XLK
-0.00%SELECT SECTOR SPDR TR
Shares86.1K
Event2026-06-30
Filed2026-07-28
VOE
-0.29%VANGUARD INDEX FDS
Shares82.9K
Event2026-06-30
Filed2026-07-28
ORACLE CORP
8.63%ORACLE CORP
Shares109.3K
Event2026-06-30
Filed2026-07-28
DIA
1.90%STATE STR SPDR DOW JONES IND
Shares30.6K
Event2026-06-30
Filed2026-07-28
IJR
-2.32%ISHARES TR
Shares107.2K
Event2026-06-30
Filed2026-07-28
MASTERCARD INCORPORATED
0.79%MASTERCARD INCORPORATED
Shares30.9K
Event2026-06-30
Filed2026-07-28
UNITEDHEALTH GROUP INC
18.52%UNITEDHEALTH GROUP INC
Shares37.8K
Event2026-06-30
Filed2026-07-28
VV
0.20%VANGUARD INDEX FDS
Shares44.2K
Event2026-06-30
Filed2026-07-28
FNDF
57.43%SCHWAB STRATEGIC TR
Shares284.9K
Event2026-06-30
Filed2026-07-28
MO
9.12%ALTRIA GROUP INC
Shares206.3K
Event2026-06-30
Filed2026-07-28
FPE
23.76%FIRST TR EXCH TRADED FD III
Shares816.5K
Event2026-06-30
Filed2026-07-28
MTUM
4.67%ISHARES TR
Shares42.1K
Event2026-06-30
Filed2026-07-28
AVEM
155.16%AMERICAN CENTY ETF TR
Shares149.2K
Event2026-06-30
Filed2026-07-28
VZ
-1.98%VERIZON COMMUNICATIONS INC
Shares336.3K
Event2026-06-30
Filed2026-07-28
UNP
-1.56%UNION PAC CORP
Shares52.3K
Event2026-06-30
Filed2026-07-28
GRNJ
-1.70%TIDAL TRUST III
Shares449.1K
Event2026-06-30
Filed2026-07-28
SGOV
-29.80%ISHARES TR
Shares139.9K
Event2026-06-30
Filed2026-07-28
DGRO
-19.12%ISHARES TR
Shares183.9K
Event2026-06-30
Filed2026-07-28
IWS
2.44%ISHARES TR
Shares83.6K
Event2026-06-30
Filed2026-07-28
IAU
-7.39%ISHARES GOLD TR
Shares179.2K
Event2026-06-30
Filed2026-07-28
BA
2.44%BOEING CO
Shares61.3K
Event2026-06-30
Filed2026-07-28
VTEB
6.06%VANGUARD MUN BD FDS
Shares258.2K
Event2026-06-30
Filed2026-07-28
MUB
-0.64%ISHARES TR
Shares120.1K
Event2026-06-30
Filed2026-07-28
PSFF
8.79%PACER FDS TR
Shares373.5K
Event2026-06-30
Filed2026-07-28
ITOT
-1.39%ISHARES TR
Shares77.7K
Event2026-06-30
Filed2026-07-28
UBER
2.01%UBER TECHNOLOGIES INC
Shares174.0K
Event2026-06-30
Filed2026-07-28
IUSG
-2.37%ISHARES TR
Shares66.6K
Event2026-06-30
Filed2026-07-28
CGMU
1.31%CAPITAL GRP FIXED INCM ETF T
Shares456.0K
Event2026-06-30
Filed2026-07-28
SDVY
-3.31%FIRST TR EXCHANGE TRADED FD
Shares289.4K
Event2026-06-30
Filed2026-07-28
BSV
-1.40%VANGUARD BD INDEX FDS
Shares157.7K
Event2026-06-30
Filed2026-07-28
SCHD
8.31%SCHWAB STRATEGIC TR
Shares379.3K
Event2026-06-30
Filed2026-07-28
BUFD
-1.53%FIRST TR EXCHNG TRADED FD VI
Shares402.6K
Event2026-06-30
Filed2026-07-28
BK
5.38%BANK OF NY MELLON CORP
Shares82.4K
Event2026-06-30
Filed2026-07-28
LIN
-0.89%LINDE PLC
Shares22.9K
Event2026-06-30
Filed2026-07-28
BSCR
0.26%INVESCO EXCH TRD SLF IDX FD
Shares602.5K
Event2026-06-30
Filed2026-07-28
BSCQ
-5.58%INVESCO EXCH TRD SLF IDX FD
Shares598.4K
Event2026-06-30
Filed2026-07-28
AGGY
3.90%WISDOMTREE TR
Shares268.1K
Event2026-06-30
Filed2026-07-28
OPEN
22.77%OPENDOOR TECHNOLOGIES INC
Shares2.5M
Event2026-06-30
Filed2026-07-28
CHUBB LIMITED
0.12%CHUBB LIMITED
Shares33.8K
Event2026-06-30
Filed2026-07-28
MOAT
-21.79%VANECK ETF TRUST
Shares110.5K
Event2026-06-30
Filed2026-07-28
JOHNSON CONTROLS INTERNATION
-1.11%JOHNSON CONTROLS INTERNATION
Shares78.2K
Event2026-06-30
Filed2026-07-28
RSP
-6.22%INVESCO EXCHANGE TRADED FD T
Shares53.6K
Event2026-06-30
Filed2026-07-28
BSCS
0.95%INVESCO EXCH TRD SLF IDX FD
Shares555.0K
Event2026-06-30
Filed2026-07-28
BAI
5.90%BLACKROCK ETF TRUST
Shares213.9K
Event2026-06-30
Filed2026-07-28
IDEV
79.29%ISHARES TR
Shares126.4K
Event2026-06-30
Filed2026-07-28
SCHP
-0.97%SCHWAB STRATEGIC TR
Shares424.5K
Event2026-06-30
Filed2026-07-28
J P MORGAN EXCHANGE TRADED F
-11.91%J P MORGAN EXCHANGE TRADED F
Shares182.9K
Event2026-06-30
Filed2026-07-28
DDLS
17.13%WISDOMTREE TR
Shares255.1K
Event2026-06-30
Filed2026-07-28
FFLC
13.19%FIDELITY COVINGTON TRUST
Shares189.0K
Event2026-06-30
Filed2026-07-28
BKNG
2410.90%BOOKING HOLDINGS INC
Shares62.0K
Event2026-06-30
Filed2026-07-28
SRLN
5.06%SSGA ACTIVE ETF TR
Shares272.5K
Event2026-06-30
Filed2026-07-28
VBR
-1.76%VANGUARD INDEX FDS
Shares45.0K
Event2026-06-30
Filed2026-07-28
OEF
-47.09%ISHARES TR
Shares29.6K
Event2026-06-30
Filed2026-07-28
ALLY FINL INC
-0.32%ALLY FINL INC
Shares234.8K
Event2026-06-30
Filed2026-07-28
LRCX
-3.65%LAM RESEARCH CORP
Shares24.5K
Event2026-06-30
Filed2026-07-28
AOA
12.94%ISHARES TR
Shares108.8K
Event2026-06-30
Filed2026-07-28
SBUX
3.22%STARBUCKS CORP
Shares103.7K
Event2026-06-30
Filed2026-07-28
ABT
-4.97%ABBOTT LABORATORIES
Shares116.5K
Event2026-06-30
Filed2026-07-28
VCIT
13.72%VANGUARD SCOTTSDALE FDS
Shares127.5K
Event2026-06-30
Filed2026-07-28
CRM
-4.64%SALESFORCE INC
Shares66.8K
Event2026-06-30
Filed2026-07-28
VOT
5.60%VANGUARD INDEX FDS
Shares34.1K
Event2026-06-30
Filed2026-07-28
VYMI
5.36%VANGUARD WHITEHALL FDS
Shares105.5K
Event2026-06-30
Filed2026-07-28
DFAU
1651.85%DIMENSIONAL ETF TRUST
Shares200.3K
Event2026-06-30
Filed2026-07-28
BLK
1.97%BLACKROCK INC
Shares10.7K
Event2026-06-30
Filed2026-07-28
LHX
-5.14%L3HARRIS TECHNOLOGIES INC
Shares35.1K
Event2026-06-30
Filed2026-07-28
FLMI
4.33%FRANKLIN TEMPLETON ETF TR
Shares402.3K
Event2026-06-30
Filed2026-07-28
DE
43.81%DEERE & CO
Shares16.0K
Event2026-06-30
Filed2026-07-28
AMAX
11.54%STARBOARD INVT TR
Shares1.4M
Event2026-06-30
Filed2026-07-28
AOR
-8.10%ISHARES TR
Shares143.9K
Event2026-06-30
Filed2026-07-28
BINC
6.83%BLACKROCK ETF TRUST II
Shares191.0K
Event2026-06-30
Filed2026-07-28
FVAL
9.38%FIDELITY COVINGTON TRUST
Shares128.1K
Event2026-06-30
Filed2026-07-28
FIDU
4.56%FIDELITY COVINGTON TRUST
Shares100.2K
Event2026-06-30
Filed2026-07-28
FVD
-33.78%FIRST TR EXCHANGE-TRADED FD
Shares206.0K
Event2026-06-30
Filed2026-07-28
O
3.30%REALTY INCOME CORP
Shares159.6K
Event2026-06-30
Filed2026-07-28
DUK
7.08%DUKE ENERGY CORP NEW
Shares77.6K
Event2026-06-30
Filed2026-07-28
WFC
-7.13%WELLS FARGO CO NEW
Shares117.1K
Event2026-06-30
Filed2026-07-28
DUSA
0.58%DAVIS FUNDAMENTAL ETF TR
Shares170.5K
Event2026-06-30
Filed2026-07-28
IEI
-0.34%ISHARES TR
Shares81.5K
Event2026-06-30
Filed2026-07-28
IWR
-4.29%ISHARES TR
Shares86.5K
Event2026-06-30
Filed2026-07-28
UYLD
1.18%ANGEL OAK FUNDS TRUST
Shares186.6K
Event2026-06-30
Filed2026-07-28
AZO
-1.13%AUTOZONE INC
Shares3.0K
Event2026-06-30
Filed2026-07-28
WELL
-0.15%WELLTOWER INC
Shares41.3K
Event2026-06-30
Filed2026-07-28
ICE
-3.23%INTERCONTINENTAL EXCHANGE IN
Shares75.6K
Event2026-06-30
Filed2026-07-28
THRO
6.14%BLACKROCK ETF TRUST
Shares215.4K
Event2026-06-30
Filed2026-07-28
DIS
5.92%DISNEY WALT CO
Shares96.5K
Event2026-06-30
Filed2026-07-28
FTSM
11.54%FIRST TR EXCHANGE-TRADED FD
Shares153.5K
Event2026-06-30
Filed2026-07-28
EFA
0.54%ISHARES TR
Shares88.0K
Event2026-06-30
Filed2026-07-28
VYM
-5.63%VANGUARD WHITEHALL FDS
Shares57.0K
Event2026-06-30
Filed2026-07-28
BIV
1.58%VANGUARD BD INDEX FDS
Shares116.9K
Event2026-06-30
Filed2026-07-28
DIVO
-0.78%AMPLIFY ETF TR
Shares195.9K
Event2026-06-30
Filed2026-07-28
SYK
1.97%STRYKER CORPORATION
Shares27.9K
Event2026-06-30
Filed2026-07-28
CNQ
-14.53%CANADIAN NAT RES LTD
Shares220.5K
Event2026-06-30
Filed2026-07-28
BMY
-11.29%BRISTOL-MYERS SQUIBB CO
Shares151.0K
Event2026-06-30
Filed2026-07-28
AXON
-1.85%AXON ENTERPRISE INC
Shares15.5K
Event2026-06-30
Filed2026-07-28
IWO
-1.22%ISHARES TR
Shares22.0K
Event2026-06-30
Filed2026-07-28
JPST
25.74%J P MORGAN EXCHANGE TRADED F
Shares171.5K
Event2026-06-30
Filed2026-07-28
XMHQ
1.98%INVESCO EXCHANGE TRADED FD T
Shares75.9K
Event2026-06-30
Filed2026-07-28
LOW
-1.92%LOWES COS INC
Shares38.7K
Event2026-06-30
Filed2026-07-28
APH
0.17%AMPHENOL CORP
Shares48.2K
Event2026-06-30
Filed2026-07-28
GRID
92.34%FIRST TR EXCHANGE-TRADED FD
Shares44.0K
Event2026-06-30
Filed2026-07-28
TJX
8.12%TJX COS INC NEW
Shares55.4K
Event2026-06-30
Filed2026-07-28
VXUS
-45.87%VANGUARD STAR FDS
Shares98.1K
Event2026-06-30
Filed2026-07-28
MGK
362.62%VANGUARD WORLD FD
Shares95.1K
Event2026-06-30
Filed2026-07-28
SUB
21.62%ISHARES TR
Shares78.5K
Event2026-06-30
Filed2026-07-28
HELO
-13.20%J P MORGAN EXCHANGE TRADED F
Shares122.0K
Event2026-06-30
Filed2026-07-28
S&P GLOBAL INC
-11.76%S&P GLOBAL INC
Shares20.2K
Event2026-06-30
Filed2026-07-28
EDIV
5.34%SPDR INDEX SHS FDS
Shares197.8K
Event2026-06-30
Filed2026-07-28
PM
-9.46%PHILIP MORRIS INTL INC
Shares44.4K
Event2026-06-30
Filed2026-07-28
CORO
11.27%BLACKROCK ETF TRUST
Shares216.9K
Event2026-06-30
Filed2026-07-28
MGV
362.52%VANGUARD WORLD FD
Shares48.1K
Event2026-06-30
Filed2026-07-28
DFAS
17.95%DIMENSIONAL ETF TRUST
Shares95.0K
Event2026-06-30
Filed2026-07-28
FENI
53.32%FIDELITY COVINGTON TRUST
Shares194.4K
Event2026-06-30
Filed2026-07-28
RWL
-6.78%INVESCO EXCH TRADED FD TR II
Shares60.8K
Event2026-06-30
Filed2026-07-28
AEP
0.91%AMERICAN ELEC PWR CO INC
Shares56.8K
Event2026-06-30
Filed2026-07-28
LQD
0.13%ISHARES TR
Shares70.5K
Event2026-06-30
Filed2026-07-28
MRVL
5.27%MARVELL TECHNOLOGY INC
Shares25.8K
Event2026-06-30
Filed2026-07-28
TMO
-3.49%THERMO FISHER SCIENTIFIC INC
Shares15.3K
Event2026-06-30
Filed2026-07-28
CLOI
39.88%VANECK ETF TRUST
Shares143.8K
Event2026-06-30
Filed2026-07-28
FTEC
11.65%FIDELITY COVINGTON TRUST
Shares26.6K
Event2026-06-30
Filed2026-07-28
PLD
-2.81%PROLOGIS INC.
Shares55.9K
Event2026-06-30
Filed2026-07-28
XLF
-5.24%SELECT SECTOR SPDR TR
Shares139.7K
Event2026-06-30
Filed2026-07-28
BX
-4.31%BLACKSTONE INC
Shares63.7K
Event2026-06-30
Filed2026-07-28
VGLT
5.62%VANGUARD SCOTTSDALE FDS
Shares134.5K
Event2026-06-30
Filed2026-07-28
GOVT
14.07%ISHARES TR
Shares319.3K
Event2026-06-30
Filed2026-07-28
SOUTHERN CO
-5.39%SOUTHERN CO
Shares75.9K
Event2026-06-30
Filed2026-07-28
PFE
-1.29%PFIZER INC
Shares298.0K
Event2026-06-30
Filed2026-07-28
CRDO
15.91%CREDO TECHNOLOGY GROUP HOLDI
Shares26.4K
Event2026-06-30
Filed2026-07-28
KMI
-0.35%KINDER MORGAN INC DEL
Shares223.2K
Event2026-06-30
Filed2026-07-28
SPHQ
-0.59%INVESCO EXCHANGE TRADED FD T
Shares78.8K
Event2026-06-30
Filed2026-07-28
T
-3.45%AT&T INC
Shares339.2K
Event2026-06-30
Filed2026-07-28
C
-0.95%CITIGROUP INC
Shares49.6K
Event2026-06-30
Filed2026-07-28
ANGL
-27.38%VANECK ETF TRUST
Shares236.0K
Event2026-06-30
Filed2026-07-28
TAFI
75.34%AB ACTIVE ETFS INC
Shares273.5K
Event2026-06-30
Filed2026-07-28
FNX
1.01%FIRST TR EXCHANGE-TRADED ALP
Shares47.1K
Event2026-06-30
Filed2026-07-28
FDMO
-3.08%FIDELITY COVINGTON TRUST
Shares68.8K
Event2026-06-30
Filed2026-07-28
VRT
42.62%VERTIV HOLDINGS CO
Shares20.2K
Event2026-06-30
Filed2026-07-28
DFAC
372.75%DIMENSIONAL ETF TRUST
Shares152.6K
Event2026-06-30
Filed2026-07-28
FBCG
-2.40%FIDELITY COVINGTON TRUST
Shares109.0K
Event2026-06-30
Filed2026-07-28
WDC
-15.11%WESTERN DIGITAL CORP
Shares10.6K
Event2026-06-30
Filed2026-07-28
CDNS
-0.85%CADENCE DESIGN SYSTEM INC
Shares17.9K
Event2026-06-30
Filed2026-07-28
MEDTRONIC PLC
-25.97%MEDTRONIC PLC
Shares84.9K
Event2026-06-30
Filed2026-07-28
FDVV
-4.24%FIDELITY COVINGTON TRUST
Shares109.9K
Event2026-06-30
Filed2026-07-28
OUSA
1.12%ALPS ETF TR
Shares113.3K
Event2026-06-30
Filed2026-07-28
PNC
6.12%PNC FINL SVCS GROUP INC
Shares26.6K
Event2026-06-30
Filed2026-07-28
JHMM
-6.72%JOHN HANCOCK EXCHANGE TRADED
Shares87.2K
Event2026-06-30
Filed2026-07-28
DBEF
3.88%DBX ETF TR
Shares119.0K
Event2026-06-30
Filed2026-07-28
AFL
-5.18%AFLAC INC
Shares55.2K
Event2026-06-30
Filed2026-07-28
SNDK
123.27%SANDISK CORP
Shares2.8K
Event2026-06-30
Filed2026-07-28
CRWV
34.04%COREWEAVE INC
Shares64.4K
Event2026-06-30
Filed2026-07-28
VLO
-0.74%VALERO ENERGY CORP
Shares24.6K
Event2026-06-30
Filed2026-07-28
CLS
12.97%CELESTICA INC
Shares17.6K
Event2026-06-30
Filed2026-07-28
KMB
54.40%KIMBERLY-CLARK CORP
Shares58.3K
Event2026-06-30
Filed2026-07-28
FXL
-2.02%FIRST TR EXCHANGE-TRADED FD
Shares29.5K
Event2026-06-30
Filed2026-07-28
SHY
-4.67%ISHARES TR
Shares77.9K
Event2026-06-30
Filed2026-07-28
PAVE
43.18%GLOBAL X FDS
Shares108.2K
Event2026-06-30
Filed2026-07-28
FBTC
23.34%FIDELITY WISE ORIGIN BITCOIN
Shares123.6K
Event2026-06-30
Filed2026-07-28
DLN
-1.32%WISDOMTREE TR
Shares65.3K
Event2026-06-30
Filed2026-07-28
AFLG
-4.37%FIRST TR EXCHNG TRADED FD VI
Shares144.8K
Event2026-06-30
Filed2026-07-28
IHDG
-14.53%WISDOMTREE TR
Shares119.7K
Event2026-06-30
Filed2026-07-28
FLUD
16.15%FRANKLIN TEMPLETON ETF TR
Shares249.9K
Event2026-06-30
Filed2026-07-28
BND
4.84%VANGUARD BD INDEX FDS
Shares85.0K
Event2026-06-30
Filed2026-07-28
FLQM
-10.47%FRANKLIN TEMPLETON ETF TR
Shares107.3K
Event2026-06-30
Filed2026-07-28
NOC
10.62%NORTHROP GRUMMAN CORP
Shares12.1K
Event2026-06-30
Filed2026-07-28
SDY
8.88%SPDR SERIES TRUST
Shares40.5K
Event2026-06-30
Filed2026-07-28
ALL
1.34%ALLSTATE CORP
Shares25.6K
Event2026-06-30
Filed2026-07-28
ADP
-9.59%AUTOMATIC DATA PROCESSING IN
Shares27.0K
Event2026-06-30
Filed2026-07-28
PDBC
-1.08%INVESCO ACTVELY MNGD ETC FD
Shares377.5K
Event2026-06-30
Filed2026-07-28
WORLD GOLD TR
8.44%WORLD GOLD TR
Shares75.4K
Event2026-06-30
Filed2026-07-28
HWM
-0.39%HOWMET AEROSPACE INC
Shares22.1K
Event2026-06-30
Filed2026-07-28
OC
-5.08%OWENS CORNING NEW
Shares37.2K
Event2026-06-30
Filed2026-07-28
CVS
-15.37%CVS HEALTH CORP
Shares56.5K
Event2026-06-30
Filed2026-07-28
MPC
0.94%MARATHON PETE CORP
Shares22.8K
Event2026-06-30
Filed2026-07-28
SCHG
0.82%SCHWAB STRATEGIC TR
Shares171.8K
Event2026-06-30
Filed2026-07-28
NVT
142.05%NVENT ELEC PLC
Shares34.0K
Event2026-06-30
Filed2026-07-28
DELL
1.97%DELL TECHNOLOGIES INC
Shares13.4K
Event2026-06-30
Filed2026-07-28
COR
-11.00%CENCORA INC
Shares20.3K
Event2026-06-30
Filed2026-07-28
FDT
168.95%FIRST TR EXCH TRD ALPHDX FD
Shares60.1K
Event2026-06-30
Filed2026-07-28
JCPB
1.52%J P MORGAN EXCHANGE TRADED F
Shares121.3K
Event2026-06-30
Filed2026-07-28
CAH
-5.87%CARDINAL HEALTH INC
Shares24.0K
Event2026-06-30
Filed2026-07-28
QUANTA SVCS INC
-44.76%QUANTA SVCS INC
Shares7.7K
Event2026-06-30
Filed2026-07-28
IOO
-19.48%ISHARES TR
Shares40.7K
Event2026-06-30
Filed2026-07-28
SHLD
24.21%GLOBAL X FDS
Shares92.4K
Event2026-06-30
Filed2026-07-28
XLE
-6.74%SELECT SECTOR SPDR TR
Shares103.6K
Event2026-06-30
Filed2026-07-28
WASTE MGMT INC DEL
-8.69%WASTE MGMT INC DEL
Shares24.5K
Event2026-06-30
Filed2026-07-28
CAIE
-19.87%CALAMOS ETF TR
Shares198.6K
Event2026-06-30
Filed2026-07-28
TLH
37.46%ISHARES TR
Shares53.7K
Event2026-06-30
Filed2026-07-28
BXP
23.54%BXP INC
Shares80.7K
Event2026-06-30
Filed2026-07-28
DCOR
NewDIMENSIONAL ETF TRUST
Shares64.9K
Event2026-06-30
Filed2026-07-28
ORLY
-4.37%OREILLY AUTOMOTIVE INC
Shares57.7K
Event2026-06-30
Filed2026-07-28
UPS
13.60%UNITED PARCEL SERVICE INC
Shares49.1K
Event2026-06-30
Filed2026-07-28
ACCENTURE PLC IRELAND
-3.63%ACCENTURE PLC IRELAND
Shares42.3K
Event2026-06-30
Filed2026-07-28
VRTX
8.93%VERTEX PHARMACEUTICALS INC
Shares10.5K
Event2026-06-30
Filed2026-07-28
VLUE
0.53%ISHARES TR
Shares26.1K
Event2026-06-30
Filed2026-07-28
HOOD
15.53%ROBINHOOD MKTS INC
Shares51.9K
Event2026-06-30
Filed2026-07-28
GLTR
1.89%ABRDN PRECIOUS METALS BASKET
Shares28.7K
Event2026-06-30
Filed2026-07-28
FQAL
-3.12%FIDELITY COVINGTON TRUST
Shares63.6K
Event2026-06-30
Filed2026-07-28
VBK
-2.32%VANGUARD INDEX FDS
Shares14.0K
Event2026-06-30
Filed2026-07-28
SHOP
-7.92%SHOPIFY INC
Shares44.7K
Event2026-06-30
Filed2026-07-28
FREEPORT MCMORAN INC
15.01%FREEPORT MCMORAN INC
Shares80.8K
Event2026-06-30
Filed2026-07-28
F
-1.52%FORD MTR CO
Shares364.0K
Event2026-06-30
Filed2026-07-28
IYW
-4.83%ISHARES TR
Shares20.0K
Event2026-06-30
Filed2026-07-28
TGT
-2.16%TARGET CORP
Shares38.7K
Event2026-06-30
Filed2026-07-28
TFC
4.12%TRUIST FINL CORP
Shares100.9K
Event2026-06-30
Filed2026-07-28
GARP
0.08%ISHARES TR
Shares60.9K
Event2026-06-30
Filed2026-07-28
FTCS
-7.08%FIRST TR EXCHANGE-TRADED FD
Shares53.5K
Event2026-06-30
Filed2026-07-28
RF
-3.57%REGIONS FINANCIAL CORP NEW
Shares165.5K
Event2026-06-30
Filed2026-07-28
CEG
1.18%CONSTELLATION ENERGY CORP
Shares20.1K
Event2026-06-30
Filed2026-07-28
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares29.1K
Event2026-06-30
Filed2026-07-28
HYG
2.11%ISHARES TR
Shares62.0K
Event2026-06-30
Filed2026-07-28
FLCB
6.24%FRANKLIN TEMPLETON ETF TR
Shares230.7K
Event2026-06-30
Filed2026-07-28
FTCB
7.64%FIRST TR EXCHANGE-TRADED FD
Shares235.9K
Event2026-06-30
Filed2026-07-28
ARK ETF TR
-6.10%ARK ETF TR
Shares60.9K
Event2026-06-30
Filed2026-07-28
OKE
3.66%ONEOK INC NEW
Shares56.0K
Event2026-06-30
Filed2026-07-28
CALF
-28.84%PACER FDS TR
Shares95.8K
Event2026-06-30
Filed2026-07-28
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares21.6K
Event2026-06-30
Filed2026-07-28
SPGP
7.22%INVESCO EXCHANGE TRADED FD T
Shares39.2K
Event2026-06-30
Filed2026-07-28
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares21.6K
Event2026-06-30
Filed2026-07-28
SHYG
2.57%ISHARES TR
Shares112.3K
Event2026-06-30
Filed2026-07-28
XLV
-4.34%SELECT SECTOR SPDR TR
Shares29.9K
Event2026-06-30
Filed2026-07-28
PALL
413.65%ABRDN PALLADIUM ETF TRUST
Shares212.9K
Event2026-06-30
Filed2026-07-28
CSX
-5.87%CSX CORP
Shares98.4K
Event2026-06-30
Filed2026-07-28
IBHF
-28.12%ISHARES TR
Shares204.8K
Event2026-06-30
Filed2026-07-28
TLTW
13.92%ISHARES TR
Shares206.9K
Event2026-06-30
Filed2026-07-28
BNDX
67.71%VANGUARD CHARLOTTE FDS
Shares95.2K
Event2026-06-30
Filed2026-07-28
FDN
-43.44%FIRST TR EXCHANGE-TRADED FD
Shares17.4K
Event2026-06-30
Filed2026-07-28
WMB
-31.89%WILLIAMS COS INC
Shares61.7K
Event2026-06-30
Filed2026-07-28
HYMB
-0.98%SPDR SERIES TRUST
Shares180.1K
Event2026-06-30
Filed2026-07-28
FDX
-8.39%FEDEX CORP
Shares14.6K
Event2026-06-30
Filed2026-07-28
NSC
-6.86%NORFOLK SOUTHN CORP
Shares14.5K
Event2026-06-30
Filed2026-07-28
SELECT SECTOR SPDR TR
-2.32%SELECT SECTOR SPDR TR
Shares100.6K
Event2026-06-30
Filed2026-07-28
ILDR
-2.90%FIRST TR EXCHNG TRADED FD VI
Shares115.7K
Event2026-06-30
Filed2026-07-28
FSMD
4.68%FIDELITY COVINGTON TRUST
Shares85.8K
Event2026-06-30
Filed2026-07-28
AIQ
-29.43%GLOBAL X FDS
Shares69.1K
Event2026-06-30
Filed2026-07-28
CTAS
-11.26%CINTAS CORP
Shares26.6K
Event2026-06-30
Filed2026-07-28
QYLD
2.10%GLOBAL X FDS
Shares245.6K
Event2026-06-30
Filed2026-07-28
APD
-4.01%AIR PRODUCTS AND CHEMICALS I
Shares15.4K
Event2026-06-30
Filed2026-07-28
CGGO
10.26%CAPITAL GROUP GBL GROWTH EQT
Shares105.5K
Event2026-06-30
Filed2026-07-28
BALT
-7.49%INNOVATOR ETFS TRUST
Shares129.5K
Event2026-06-30
Filed2026-07-28
ATO
1.56%ATMOS ENERGY CORP
Shares25.7K
Event2026-06-30
Filed2026-07-28
BLCR
NewBLACKROCK ETF TRUST
Shares87.9K
Event2026-06-30
Filed2026-07-28
FLTR
-9.95%VANECK ETF TRUST
Shares172.5K
Event2026-06-30
Filed2026-07-28
CMG
-36.09%CHIPOTLE MEXICAN GRILL INC
Shares128.5K
Event2026-06-30
Filed2026-07-28
TRFK
258.56%PACER FDS TR
Shares40.8K
Event2026-06-30
Filed2026-07-28
IBHG
44.15%ISHARES TR
Shares196.0K
Event2026-06-30
Filed2026-07-28
STRL
8.98%STERLING INFRASTRUCTURE INC
Shares5.1K
Event2026-06-30
Filed2026-07-28
GRPM
-14.54%INVESCO EXCHANGE TRADED FD T
Shares33.0K
Event2026-06-30
Filed2026-07-28
VGIT
5.78%VANGUARD SCOTTSDALE FDS
Shares72.6K
Event2026-06-30
Filed2026-07-28
WEC
1.18%WEC ENERGY GROUP INC
Shares36.6K
Event2026-06-30
Filed2026-07-28
SATS
NewECHOSTAR CORP
Shares41.8K
Event2026-06-30
Filed2026-07-28
QGRO
-0.40%AMERICAN CENTY ETF TR
Shares35.8K
Event2026-06-30
Filed2026-07-28
APPLOVIN CORP
8.57%APPLOVIN CORP
Shares8.2K
Event2026-06-30
Filed2026-07-28
MDY
0.41%STATE STR SPDR S&P MIDCAP 40
Shares5.9K
Event2026-06-30
Filed2026-07-28
NKE
-5.69%NIKE INC
Shares101.1K
Event2026-06-30
Filed2026-07-28
COP
-7.93%CONOCOPHILLIPS
Shares39.9K
Event2026-06-30
Filed2026-07-28
CGUS
12.84%CAPITAL GROUP CORE EQUITY ET
Shares93.2K
Event2026-06-30
Filed2026-07-28
AGX
13.34%ARGAN INC
Shares5.2K
Event2026-06-30
Filed2026-07-28
XLG
-21.41%INVESCO EXCHANGE TRADED FD T
Shares67.0K
Event2026-06-30
Filed2026-07-28
ET
2.85%ENERGY TRANSFER L P
Shares212.5K
Event2026-06-30
Filed2026-07-28
FYEE
2.30%FIDELITY GREENWOOD STREET TR
Shares140.2K
Event2026-06-30
Filed2026-07-28
INFL
82.36%LISTED FDS TR
Shares81.2K
Event2026-06-30
Filed2026-07-28
SCHW
4.55%SCHWAB CHARLES CORP
Shares43.8K
Event2026-06-30
Filed2026-07-28
IAGG
3.40%ISHARES TR
Shares79.7K
Event2026-06-30
Filed2026-07-28
BR
1.28%BROADRIDGE FINL SOLUTIONS IN
Shares29.4K
Event2026-06-30
Filed2026-07-28
CHRW
0.11%C H ROBINSON WORLDWIDE IN
Shares21.3K
Event2026-06-30
Filed2026-07-28
CHD
27.41%CHURCH & DWIGHT CO INC
Shares41.4K
Event2026-06-30
Filed2026-07-28
MFC
-3.51%MANULIFE FINL CORP
Shares98.8K
Event2026-06-30
Filed2026-07-28
GILD
-20.13%GILEAD SCIENCES INC
Shares31.5K
Event2026-06-30
Filed2026-07-28
SLV
-6.35%ISHARES SILVER TR
Shares74.3K
Event2026-06-30
Filed2026-07-28
FEOE
67.85%RBB FUND TRUST
Shares74.3K
Event2026-06-30
Filed2026-07-28
QQQI
5.83%NEOS ETF TRUST
Shares69.8K
Event2026-06-30
Filed2026-07-28
BUFP
NewPGIM ROCK ETF TR
Shares123.6K
Event2026-06-30
Filed2026-07-28
DECK
0.43%DECKERS OUTDOOR CORP
Shares39.8K
Event2026-06-30
Filed2026-07-28
SPMD
-19.20%SPDR SERIES TRUST
Shares58.0K
Event2026-06-30
Filed2026-07-28
BIL
-52.46%SPDR SERIES TRUST
Shares42.8K
Event2026-06-30
Filed2026-07-28
TREX
-5.83%TREX INC
Shares78.3K
Event2026-06-30
Filed2026-07-28
COF
-7.06%CAPITAL ONE FINL CORP
Shares19.5K
Event2026-06-30
Filed2026-07-28
PFF
-13.04%ISHARES TR
Shares127.0K
Event2026-06-30
Filed2026-07-28
VANGUARD SCOTTSDALE FDS
-1.87%VANGUARD SCOTTSDALE FDS
Shares31.3K
Event2026-06-30
Filed2026-07-28
IWN
-14.02%ISHARES TR
Shares17.1K
Event2026-06-30
Filed2026-07-28
TT
-6.75%TRANE TECHNOLOGIES PLC
Shares7.7K
Event2026-06-30
Filed2026-07-28
SJM
6.92%SMUCKER J M CO
Shares33.6K
Event2026-06-30
Filed2026-07-28
IXUS
-12.66%ISHARES TR
Shares39.4K
Event2026-06-30
Filed2026-07-28
AFMC
-3.72%FIRST TR EXCHNG TRADED FD VI
Shares91.8K
Event2026-06-30
Filed2026-07-28
FMDE
1.23%FIDELITY COVINGTON TRUST
Shares92.6K
Event2026-06-30
Filed2026-07-28
TCAF
0.54%T ROWE PRICE EXCHANGE-TRADED
Shares91.1K
Event2026-06-30
Filed2026-07-28
TMUS
-13.36%T-MOBILE US INC
Shares22.3K
Event2026-06-30
Filed2026-07-28
EPD
-6.33%ENTERPRISE PRODS PARTNERS L
Shares101.8K
Event2026-06-30
Filed2026-07-28
DATADOG INC
-1.85%DATADOG INC
Shares14.2K
Event2026-06-30
Filed2026-07-28
XAR
0.69%SPDR SERIES TRUST
Shares13.0K
Event2026-06-30
Filed2026-07-28
INTU
7.49%INTUIT
Shares14.1K
Event2026-06-30
Filed2026-07-28
DLR
20.18%DIGITAL RLTY TR INC
Shares20.3K
Event2026-06-30
Filed2026-07-28
NOBL
99.99%PROSHARES TR
Shares64.3K
Event2026-06-30
Filed2026-07-28
IBIT
-0.22%ISHARES BITCOIN TRUST ETF
Shares108.1K
Event2026-06-30
Filed2026-07-28
ASTRAZENECA PLC
7.91%ASTRAZENECA PLC
Shares18.9K
Event2026-06-30
Filed2026-07-28
3M CO
-7.75%3M CO
Shares22.1K
Event2026-06-30
Filed2026-07-28
IBDS
46.61%ISHARES TR
Shares145.5K
Event2026-06-30
Filed2026-07-28
IBDR
-12.97%ISHARES TR
Shares144.7K
Event2026-06-30
Filed2026-07-28
BP
-15.86%BP PLC
Shares94.9K
Event2026-06-30
Filed2026-07-28
SHW
-0.31%SHERWIN WILLIAMS CO
Shares10.1K
Event2026-06-30
Filed2026-07-28
CIEN
-14.27%CIENA CORP
Shares7.1K
Event2026-06-30
Filed2026-07-28
COWG
-2.73%PACER FDS TR
Shares85.7K
Event2026-06-30
Filed2026-07-28
CMI
0.40%CUMMINS INC
Shares4.8K
Event2026-06-30
Filed2026-07-28
IEF
5.72%ISHARES TR
Shares36.3K
Event2026-06-30
Filed2026-07-28
VGK
-18.10%VANGUARD INTL EQUITY INDEX F
Shares38.7K
Event2026-06-30
Filed2026-07-28
MNST
-3.70%MONSTER BEVERAGE CORP NEW
Shares34.8K
Event2026-06-30
Filed2026-07-28
ALLW
189.50%SSGA ACTIVE TR
Shares113.7K
Event2026-06-30
Filed2026-07-28
FLRN
0.95%SPDR SERIES TRUST
Shares107.5K
Event2026-06-30
Filed2026-07-28
NXP SEMICONDUCTORS N V
-17.61%NXP SEMICONDUCTORS N V
Shares11.8K
Event2026-06-30
Filed2026-07-28
PEG
-5.60%PUBLIC SVC ENTERPRISE GRP IN
Shares40.6K
Event2026-06-30
Filed2026-07-28
ITA
-29.99%ISHARES TR
Shares13.5K
Event2026-06-30
Filed2026-07-28
DFUS
-2.26%DIMENSIONAL ETF TRUST
Shares40.0K
Event2026-06-30
Filed2026-07-28
SPTB
2.84%SPDR SERIES TRUST
Shares108.9K
Event2026-06-30
Filed2026-07-28
TSCO
-18.38%TRACTOR SUPPLY CO
Shares103.4K
Event2026-06-30
Filed2026-07-28
VST
101.95%VISTRA CORP
Shares20.4K
Event2026-06-30
Filed2026-07-28
XLY
-2.99%SELECT SECTOR SPDR TR
Shares27.5K
Event2026-06-30
Filed2026-07-28
SAMT
1.30%ADVISORS INNER CIRCLE FD III
Shares67.5K
Event2026-06-30
Filed2026-07-28
IGV
26.17%ISHARES TR
Shares35.5K
Event2026-06-30
Filed2026-07-28
IGSB
11.83%ISHARES TR
Shares61.4K
Event2026-06-30
Filed2026-07-28
PGR
-1.85%PROGRESSIVE CORP
Shares14.7K
Event2026-06-30
Filed2026-07-28
EEM
-0.39%ISHARES TR
Shares46.9K
Event2026-06-30
Filed2026-07-28
PSA
33.74%PUBLIC STORAGE
Shares10.1K
Event2026-06-30
Filed2026-07-28
ENB
-4.93%ENBRIDGE INC
Shares59.1K
Event2026-06-30
Filed2026-07-28
FLOT
0.36%ISHARES TR
Shares62.3K
Event2026-06-30
Filed2026-07-28
CLOUDFLARE INC
208.69%CLOUDFLARE INC
Shares13.0K
Event2026-06-30
Filed2026-07-28
CL
-26.46%COLGATE PALMOLIVE CO
Shares34.7K
Event2026-06-30
Filed2026-07-28
ULTA BEAUTY INC
-0.13%ULTA BEAUTY INC
Shares7.0K
Event2026-06-30
Filed2026-07-28
FUMB
6.07%FIRST TR EXCH TRADED FD III
Shares157.8K
Event2026-06-30
Filed2026-07-28
IGPT
-22.60%INVESCO EXCHANGE TRADED FD T
Shares30.0K
Event2026-06-30
Filed2026-07-28
DFIC
899.44%DIMENSIONAL ETF TRUST
Shares83.8K
Event2026-06-30
Filed2026-07-28
NEM
-6.54%NEWMONT CORP
Shares33.2K
Event2026-06-30
Filed2026-07-28
SCHO
1.91%SCHWAB STRATEGIC TR
Shares128.4K
Event2026-06-30
Filed2026-07-28
COIN
-13.72%COINBASE GLOBAL INC
Shares21.2K
Event2026-06-30
Filed2026-07-28
AVDE
18.77%AMERICAN CENTY ETF TR
Shares34.4K
Event2026-06-30
Filed2026-07-28
DFIV
4.35%DIMENSIONAL ETF TRUST
Shares56.6K
Event2026-06-30
Filed2026-07-28
HLT
-6.99%HILTON WORLDWIDE HLDGS INC
Shares9.2K
Event2026-06-30
Filed2026-07-28
SNA
9.75%SNAP ON INC
Shares7.5K
Event2026-06-30
Filed2026-07-28
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares4
Event2026-06-30
Filed2026-07-28
IBHH
80.76%ISHARES TR
Shares127.3K
Event2026-06-30
Filed2026-07-28
ETR
-0.84%ENTERGY CORP NEW
Shares26.0K
Event2026-06-30
Filed2026-07-28
NVS
-24.65%NOVARTIS AG
Shares19.1K
Event2026-06-30
Filed2026-07-28
CORTEVA INC
0.94%CORTEVA INC
Shares35.2K
Event2026-06-30
Filed2026-07-28
FESM
33.92%FIDELITY COVINGTON TRUST
Shares61.6K
Event2026-06-30
Filed2026-07-28
APLD
14.53%APPLIED DIGITAL CORP
Shares79.5K
Event2026-06-30
Filed2026-07-28
JIRE
-0.83%J P MORGAN EXCHANGE TRADED F
Shares35.8K
Event2026-06-30
Filed2026-07-28
XLI
-4.45%SELECT SECTOR SPDR TR
Shares15.8K
Event2026-06-30
Filed2026-07-28
NXT
6.86%NEXTPOWER INC
Shares24.6K
Event2026-06-30
Filed2026-07-28
STRATEGY INC
30.75%STRATEGY INC
Shares33.6K
Event2026-06-30
Filed2026-07-28
IUSB
0.28%ISHARES TR
Shares63.0K
Event2026-06-30
Filed2026-07-28
MMC
12.02%MARSH & MCLENNAN COS INC
Shares17.4K
Event2026-06-30
Filed2026-07-28
CCI
-2.58%CROWN CASTLE INC
Shares37.7K
Event2026-06-30
Filed2026-07-28
MCO
-2.16%MOODYS CORP
Shares6.3K
Event2026-06-30
Filed2026-07-28
AMT
-14.86%AMERICAN TOWER CORP
Shares17.4K
Event2026-06-30
Filed2026-07-28
SPG
-5.24%SIMON PPTY GROUP INC NEW
Shares12.7K
Event2026-06-30
Filed2026-07-28
KNG
0.26%FIRST TR EXCHANGE-TRADED FD
Shares55.9K
Event2026-06-30
Filed2026-07-28
ROYAL CARIBBEAN GROUP
-12.03%ROYAL CARIBBEAN GROUP
Shares8.9K
Event2026-06-30
Filed2026-07-28
HUBB
270.89%HUBBELL INC
Shares5.4K
Event2026-06-30
Filed2026-07-28
BN
-41.41%BROOKFIELD CORP
Shares65.7K
Event2026-06-30
Filed2026-07-28
SYY
-0.54%SYSCO CORP
Shares33.4K
Event2026-06-30
Filed2026-07-28
DOMINION ENERGY INC
-42.24%DOMINION ENERGY INC
Shares40.2K
Event2026-06-30
Filed2026-07-28
AVNM
-5.93%AMERICAN CENTY ETF TR
Shares33.3K
Event2026-06-30
Filed2026-07-28
STOT
NewSSGA ACTIVE TR
Shares58.3K
Event2026-06-30
Filed2026-07-28
MTBA
13.77%SIMPLIFY EXCHANGE TRADED FUN
Shares55.7K
Event2026-06-30
Filed2026-07-28
CPRT
8.33%COPART INC
Shares96.3K
Event2026-06-30
Filed2026-07-28
ITW
-3.93%ILLINOIS TOOL WKS INC
Shares10.0K
Event2026-06-30
Filed2026-07-28
TBIL
-47.86%RBB FD INC
Shares54.2K
Event2026-06-30
Filed2026-07-28
PPG
6.76%PPG INDS INC
Shares22.2K
Event2026-06-30
Filed2026-07-28
FLTB
49.86%FIDELITY MERRIMACK STR TR
Shares53.6K
Event2026-06-30
Filed2026-07-28
Call Option Holdings
TQQQ Call
NewPROSHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-28
Put Option Holdings
STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T7.0K shares133.33%2026-06-302026-07-28
STATE STR SPDR S&P 500 ETF T Put
133.33%STATE STR SPDR S&P 500 ETF T
Shares7.0K
Event2026-06-30
Filed2026-07-28
CAT Put
NewCATERPILLAR INC
Shares200
Event2026-06-30
Filed2026-07-28