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The Analysis of Kingdom Financial Group LLC.'s Holdings & P&L

Currently, Kingdom Financial Group LLC. holds 855 types of securities in its portfolio with a total value $391.5M. In the most recent quarter, they have increased their positions in IWY (+13.0K shares, valued at $3.8M), IWX (+33.3K shares, valued at $3.5M), SCEC (+81.5K shares, valued at $2.0M); decreased their positions in MU (-1.2K shares, valued at $1.4M), NVDA (-6.8K shares, valued at $1.4M), SCHP (-35.0K shares, valued at $928.1K); initiated new positions in N/A (+8.0K shares, valued at $1.4M), MAYW (+38.8K shares, valued at $1.3M), N/A (+16.9K shares, valued at $1.3M).

1M P&L

+1.1M+0.34%

3M P&L

+9.4M+3.03%

HY P&L

+18.2M+6.04%

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/A307.2M

85.2%

2Semiconductors10.5M

2.9%

3Utilities - Regulated Electric3.6M

1.0%

Top Industries by Stock Count

1N/A373 stocks

47.7%

2Software - Application19 stocks

2.4%

3Utilities - Regulated Electric15 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCEC CAPITOL SER TR2.4M shares3.55%2026-06-302026-08-07

IWY ISHARES TR181.3K shares7.75%2026-06-302026-08-07

IWX ISHARES TR324.8K shares11.42%2026-06-302026-08-07

SCNM STERLING CAP FDS1.3M shares-1.60%2026-06-302026-08-07

EFV ISHARES TR223.6K shares10.81%2026-06-302026-08-07

IWS ISHARES TR97.7K shares-0.90%2026-06-302026-08-07

EFG ISHARES TR122.3K shares3.92%2026-06-302026-08-07

IEMG ISHARES INC170.1K shares6.20%2026-06-302026-08-07

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VOO VANGUARD INDEX FDS14.5K shares-3.17%2026-06-302026-08-07

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS77.4K shares4.09%2026-06-302026-08-07

IWP ISHARES TR36.8K shares23.35%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS18.8K shares-1.60%2026-06-302026-08-07

NOBL PROSHARES TR73.9K shares96.69%2026-06-302026-08-07

NVDA NVIDIA CORPORATION19.6K shares-25.59%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC8.2K shares10.59%2026-06-302026-08-07

BROADCOM INC BROADCOM INC8.2K shares-8.62%2026-06-302026-08-07

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STEW SRH TOTAL RETURN FUND INC163.1K shares5.31%2026-06-302026-08-07

MUB ISHARES TR26.3K shares31.65%2026-06-302026-08-07

VISA INC VISA INC13.8K shares0.38%2026-06-302026-08-07

CAT CATERPILLAR INC1.9K shares1308.03%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO6.2K shares-3.32%2026-06-302026-08-07

LRCX LAM RESEARCH CORP4.4K shares-18.87%2026-06-302026-08-07

QQQ INVESCO QQQ TR2.2K shares-9.94%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION8.5K shares1.34%2026-06-302026-08-07

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SPDR SERIES TRUST SPDR SERIES TRUST16.8K shares5.96%2026-06-302026-08-07

SCEP STERLING CAP FDS58.4K shares-6.26%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC1.3K shares-49.60%2026-06-302026-08-07

AGEM ABRDN FDS28.4K shares-4.31%2026-06-302026-08-07

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP8.0K sharesnew addition2026-06-302026-08-07

IDEV ISHARES TR15.3K shares-8.07%2026-06-302026-08-07

MAYW AIM ETF PRODUCTS TRUST38.8K sharesnew addition2026-06-302026-08-07

SMH VANECK ETF TRUST2.0K shares-22.37%2026-06-302026-08-07

Sponsored

AAPL APPLE INC4.7K shares1.82%2026-06-302026-08-07

GE GE AEROSPACE3.5K shares-25.04%2026-06-302026-08-07

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST16.9K sharesnew addition2026-06-302026-08-07

SCMC STERLING CAP FDS48.4K shares7.61%2026-06-302026-08-07

KO COCA COLA CO14.6K shares-6.20%2026-06-302026-08-07

SIXD AIM ETF PRODUCTS TRUST34.5K shares3667.76%2026-06-302026-08-07

GOOGL ALPHABET INC2.9K shares-18.93%2026-06-302026-08-07

FBCG FIDELITY COVINGTON TRUST16.3K shares2573.00%2026-06-302026-08-07

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STRL STERLING INFRASTRUCTURE INC1.2K shares-22.74%2026-06-302026-08-07

ONEZ ELEVATION SERIES TRUST35.8K shares140.49%2026-06-302026-08-07

WTRG ESSENTIAL UTILS INC24.4K shares5.47%2026-06-302026-08-07

SCHP SCHWAB STRATEGIC TR35.0K shares-49.99%2026-06-302026-08-07

DELL DELL TECHNOLOGIES INC2.1K shares26762.50%2026-06-302026-08-07

ISHARES TR ISHARES TR9.2K shares-9.17%2026-06-302026-08-07

ITW ILLINOIS TOOL WKS INC3.4K shares-4.48%2026-06-302026-08-07

JUNW AIM ETF PRODUCTS TRUST25.6K sharesnew addition2026-06-302026-08-07

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XLK SELECT SECTOR SPDR TR4.5K shares25.22%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS12.0K shares5.72%2026-06-302026-08-07

CME CME GROUP INC3.7K shares9.46%2026-06-302026-08-07

R RYDER SYS INC3.0K shares-27.32%2026-06-302026-08-07

TUA SIMPLIFY EXCHANGE TRADED FUN38.3K shares0.09%2026-06-302026-08-07

GEV GE VERNOVA INC635 shares-1.70%2026-06-302026-08-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL745 shares-36.00%2026-06-302026-08-07

CINF CINCINNATI FINL CORP3.9K shares-6.66%2026-06-302026-08-07

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ED CONSOLIDATED EDISON INC6.2K shares-5.30%2026-06-302026-08-07

MAYT AIM ETF PRODUCTS TRUST17.5K sharesnew addition2026-06-302026-08-07

IDA IDACORP INC4.5K shares-6.19%2026-06-302026-08-07

PLD PROLOGIS INC.4.8K shares-9.08%2026-06-302026-08-07

NI NISOURCE INC13.8K shares-5.39%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC5.5K shares-39.27%2026-06-302026-08-07

CNA CNA FINL CORP13.1K shares-2.89%2026-06-302026-08-07

EMR EMERSON ELEC CO4.4K shares-2.05%2026-06-302026-08-07

Sponsored

SJM SMUCKER J M CO5.6K shares-4.76%2026-06-302026-08-07

REG REGENCY CTRS CORP7.7K shares-5.53%2026-06-302026-08-07

EXC EXELON CORP13.1K shares-4.82%2026-06-302026-08-07

VRT VERTIV HOLDINGS CO1.8K shares33.68%2026-06-302026-08-07

WEC WEC ENERGY GROUP INC5.2K shares-2.59%2026-06-302026-08-07

DLR DIGITAL RLTY TR INC3.4K shares-5.87%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP1.7K shares73.48%2026-06-302026-08-07

IHAK ISHARES TR9.8K shares2170.30%2026-06-302026-08-07

Sponsored

ALLEGION PLC ALLEGION PLC4.2K shares4.63%2026-06-302026-08-07

AFL AFLAC INC5.0K shares-5.06%2026-06-302026-08-07

ITA ISHARES TR2.4K shares-19.15%2026-06-302026-08-07

MGK VANGUARD WORLD FD6.5K shares719.77%2026-06-302026-08-07

CVX CHEVRON CORPORATION3.4K shares1.83%2026-06-302026-08-07

ATRO ASTRONICS CORP6.9K shares-41.14%2026-06-302026-08-07

IVW ISHARES TR4.0K shares1.96%2026-06-302026-08-07

MSFT MICROSOFT CORP1.4K shares0.49%2026-06-302026-08-07

Sponsored

BILZ PIMCO ETF TR5.3K shares140.47%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP1.0K shares-3.78%2026-06-302026-08-07

FDCF FIDELITY COVINGTON TRUST10.5K shares2278.91%2026-06-302026-08-07

AMZN AMAZON COM INC2.2K shares-3.78%2026-06-302026-08-07

SOXX ISHARES TR798 shares-24.86%2026-06-302026-08-07

WDC WESTERN DIGITAL CORP771 shares-53.89%2026-06-302026-08-07

FBOT FIDELITY COVINGTON TRUST11.7K shares2257.46%2026-06-302026-08-07

ABBVIE INC ABBVIE INC1.8K shares-40.55%2026-06-302026-08-07

Sponsored

SIMO SILICON MOTION TECHNOLOGY CO1.4K sharesnew addition2026-06-302026-08-07

FDFF FIDELITY COVINGTON TRUST13.5K shares2441.92%2026-06-302026-08-07

IUSB ISHARES TR9.4K shares-5.96%2026-06-302026-08-07

QQQE DIREXION SHARES ETF TRUST3.5K shares13.80%2026-06-302026-08-07

GPC GENUINE PARTS CO3.5K shares-42.10%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC399 shares-2.92%2026-06-302026-08-07

NTES NETEASE COM INC3.1K shares20.10%2026-06-302026-08-07

HWM HOWMET AEROSPACE INC1.5K shares9.08%2026-06-302026-08-07

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD4.4K shares84.47%2026-06-302026-08-07

DYNF BLACKROCK ETF TRUST5.7K shares-11.80%2026-06-302026-08-07

SEPZ ELEVATION SERIES TRUST8.6K shares-10.13%2026-06-302026-08-07

XAR SPDR SERIES TRUST1.4K shares1.86%2026-06-302026-08-07

IVE ISHARES TR1.7K shares-29.96%2026-06-302026-08-07

TSLA TESLA INC895 shares-9.32%2026-06-302026-08-07

J JACOBS SOLUTIONS INC2.9K shares36.33%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.1K shares-19.88%2026-06-302026-08-07

Sponsored

CORO BLACKROCK ETF TRUST9.5K shares-12.48%2026-06-302026-08-07

BND VANGUARD BD INDEX FDS4.7K shares489.82%2026-06-302026-08-07

TLT ISHARES TR4.0K shares43.75%2026-06-302026-08-07

EVRG EVERGY INC3.9K shares-6.24%2026-06-302026-08-07

HDV ISHARES TR12.2K shares407.93%2026-06-302026-08-07

ESS ESSEX PPTY TR INC1.1K shares0.00%2026-06-302026-08-07

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC7.4K shares-5.94%2026-06-302026-08-07

SAH SONIC AUTOMOTIVE INC3.9K shares-9.34%2026-06-302026-08-07

Sponsored

FUTY FIDELITY COVINGTON TRUST5.6K shares4.71%2026-06-302026-08-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR7.2K shares0.24%2026-06-302026-08-07

AEGON LTD AEGON LTD38.0K shares0.55%2026-06-302026-08-07

VGIT VANGUARD SCOTTSDALE FDS5.4K shares-5.92%2026-06-302026-08-07

AMGN AMGEN INC879 shares-6.39%2026-06-302026-08-07

LUMENTUM HLDGS INC LUMENTUM HLDGS INC368 shares6.67%2026-06-302026-08-07

INTC INTEL CORP2.2K shares-43.35%2026-06-302026-08-07

SHV ISHARES TR2.8K shares-16.78%2026-06-302026-08-07

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WASTE MGMT INC DEL WASTE MGMT INC DEL1.4K shares-32.67%2026-06-302026-08-07

EIX EDISON INTL4.1K shares-5.32%2026-06-302026-08-07

GOVT ISHARES TR13.4K shares14.81%2026-06-302026-08-07

HONEYWELL INTL INC HONEYWELL INTL INC1.3K sharesnew addition2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.3K sharesnew addition2026-06-302026-08-07

PAYM ELEVATION SERIES TRUST11.6K shares-8.52%2026-06-302026-08-07

GILD GILEAD SCIENCES INC2.2K shares-5.63%2026-06-302026-08-07

XMPT VANECK ETF TRUST12.1K shares1.48%2026-06-302026-08-07

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DAVE DAVE INC722 shares7120.00%2026-06-302026-08-07

MTUM ISHARES TR776 shares132.34%2026-06-302026-08-07

ISHARES TR ISHARES TR352 shares-12.22%2026-06-302026-08-07

MBB ISHARES TR2.8K shares3.26%2026-06-302026-08-07

WMT WALMART INC2.3K shares1.58%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON1.0K shares-69.38%2026-06-302026-08-07

CRS CARPENTER TECHNOLOGY CORP413 shares-68.57%2026-06-302026-08-07

TER TERADYNE INC513 shares-4.82%2026-06-302026-08-07

Sponsored

VNQ VANGUARD INDEX FDS2.5K shares406.97%2026-06-302026-08-07

ATEN A10 NETWORKS INC6.3K sharesnew addition2026-06-302026-08-07

BAI BLACKROCK ETF TRUST4.4K shares-25.01%2026-06-302026-08-07

KALU KAISER ALUMINIUM CORPORATION1.2K shares-8.01%2026-06-302026-08-07

WDIV SPDR INDEX SHS FDS2.8K shares1.41%2026-06-302026-08-07

SNPS SYNOPSYS INC500 shares0.00%2026-06-302026-08-07

SCSB STERLING CAP FDS8.9K shares0.44%2026-06-302026-08-07

FGD FIRST TR EXCHANGE-TRADED FD6.8K shares0.80%2026-06-302026-08-07

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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II9.2K shares0.96%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC434 shares22.95%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR4.0K shares-31.11%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS574 shares12.33%2026-06-302026-08-07

NBIX NEUROCRINE BIOSCIENCES INC1.2K shares8046.67%2026-06-302026-08-07

DIA STATE STR SPDR DOW JONES IND366 shares22.00%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC454 shares-17.45%2026-06-302026-08-07

BLACKROCK ETF TRUST BLACKROCK ETF TRUST6.7K sharesnew addition2026-06-302026-08-07

Sponsored

SCCO SOUTHERN COPPER CORP1.1K shares-34.05%2026-06-302026-08-07

CIEN CIENA CORP375 sharesnew addition2026-06-302026-08-07

XLG INVESCO EXCHANGE TRADED FD T3.0K shares6.99%2026-06-302026-08-07

MAGS LISTED FDS TR2.8K shares-10.97%2026-06-302026-08-07

HP HELMERICH & PAYNE INC5.5K sharesnew addition2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR5.7K shares0.11%2026-06-302026-08-07

BP BP PLC4.8K shares-2.72%2026-06-302026-08-07

EUAD SPINNAKER ETF SERIES4.2K shares15.55%2026-06-302026-08-07

Sponsored

LTPZ PIMCO ETF TR3.4K shares80.08%2026-06-302026-08-07

TXN TEXAS INSTRS INC577 shares140.42%2026-06-302026-08-07

VTV VANGUARD INDEX FDS744 shares-65.07%2026-06-302026-08-07

MGC VANGUARD WORLD FD576 sharesnew addition2026-06-302026-08-07

VV VANGUARD INDEX FDS437 sharesnew addition2026-06-302026-08-07

JUNT AIM ETF PRODUCTS TRUST3.8K shares83.24%2026-06-302026-08-07

VGLT VANGUARD SCOTTSDALE FDS2.6K shares-7.48%2026-06-302026-08-07

ICVT ISHARES TR1.2K shares-3.72%2026-06-302026-08-07

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION153 shares86.59%2026-06-302026-08-07

AA ALCOA CORP2.7K shares1.63%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC252 shares-35.55%2026-06-302026-08-07

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II2.8K sharesnew addition2026-06-302026-08-07

ETR ENTERGY CORP NEW1.2K shares5.27%2026-06-302026-08-07

HD HOME DEPOT INC394 shares-0.76%2026-06-302026-08-07

JANW AIM ETF PRODUCTS TRUST3.6K shares0.00%2026-06-302026-08-07

DECW AIM ETF PRODUCTS TRUST3.9K shares0.00%2026-06-302026-08-07

Sponsored

ZROZ PIMCO ETF TR2.1K shares137.66%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR835 shares3.99%2026-06-302026-08-07

AVEM AMERICAN CENTY ETF TR1.4K shares2258.62%2026-06-302026-08-07

CASS CASS INFORMATION SYS INC2.6K shares312.42%2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F2.6K shares13.98%2026-06-302026-08-07

GOOG ALPHABET INC350 shares-56.90%2026-06-302026-08-07

IVT INVENTRUST PPTYS CORP3.4K shares0.77%2026-06-302026-08-07

SHLD GLOBAL X FDS2.0K shares8.17%2026-06-302026-08-07

Sponsored

THRO BLACKROCK ETF TRUST2.7K shares-30.00%2026-06-302026-08-07

BSV VANGUARD BD INDEX FDS1.5K shares401.72%2026-06-302026-08-07

CSX CSX CORP2.4K shares9.29%2026-06-302026-08-07

VUG VANGUARD INDEX FDS1.3K shares200.96%2026-06-302026-08-07

KMB KIMBERLY-CLARK CORP977 shares76.99%2026-06-302026-08-07

AOM ISHARES TR2.1K sharesnew addition2026-06-302026-08-07

NULG NUSHARES ETF TR869 shares129.89%2026-06-302026-08-07

IAUM ISHARES GOLD TRUST MICRO2.5K shares-52.47%2026-06-302026-08-07

Sponsored

VGSH VANGUARD SCOTTSDALE FDS1.6K shares-8.53%2026-06-302026-08-07

AVLC AMERICAN CENTY ETF TR1.0K shares-1.61%2026-06-302026-08-07

IJR ISHARES TR613 shares-45.94%2026-06-302026-08-07

APPS DIGITAL TURBINE INC7.0K shares-41.94%2026-06-302026-08-07

XTEN BONDBLOXX ETF TRUST2.0K shares-4.55%2026-06-302026-08-07

EDIV SPDR INDEX SHS FDS2.1K shares0.52%2026-06-302026-08-07

SPLS PIMCO ETF TR1.6K shares-7.82%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T114 shares-45.45%2026-06-302026-08-07

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ISHARES TR ISHARES TR866 shares108.17%2026-06-302026-08-07

GMAY FIRST TR EXCHNG TRADED FD VI1.9K sharesnew addition2026-06-302026-08-07

PAYH ELEVATION SERIES TRUST3.3K shares-5.10%2026-06-302026-08-07

FBTC FIDELITY WISE ORIGIN BITCOIN1.6K shares2554.24%2026-06-302026-08-07

DECT AIM ETF PRODUCTS TRUST2.0K shares-8.62%2026-06-302026-08-07

BINC BLACKROCK ETF TRUST II1.5K shares-44.63%2026-06-302026-08-07

TROW PRICE T ROWE GROUP INC684 shares-27.31%2026-06-302026-08-07

SPTL SPDR SERIES TRUST3.0K shares-77.27%2026-06-302026-08-07

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ARTY ISHARES TR1.0K shares0.10%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC882 shares-24.94%2026-06-302026-08-07

MINT PIMCO ETF TR762 shares1.06%2026-06-302026-08-07

CEG CONSTELLATION ENERGY CORP307 shares-6.40%2026-06-302026-08-07

ONEH ELEVATION SERIES TRUST3.1K shares-7.34%2026-06-302026-08-07

ADI ANALOG DEVICES INC190 shares2275.00%2026-06-302026-08-07

QCOM QUALCOMM INC397 shares408.97%2026-06-302026-08-07

SPD SIMPLIFY EXCHANGE TRADED FUN1.8K shares-6.31%2026-06-302026-08-07

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PM PHILIP MORRIS INTL INC397 shares118.13%2026-06-302026-08-07

USMV ISHARES TR745 shares-0.53%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC123 shares-56.38%2026-06-302026-08-07

VO VANGUARD INDEX FDS878 shares119.50%2026-06-302026-08-07

AVMC AMERICAN CENTY ETF TR876 shares0.23%2026-06-302026-08-07

VXUS VANGUARD STAR FDS809 sharesnew addition2026-06-302026-08-07

SHOC EA SERIES TRUST565 shares-8.72%2026-06-302026-08-07

SPYC SIMPLIFY EXCHANGE TRADED FUN1.5K shares-7.61%2026-06-302026-08-07

Sponsored

BEN FRANKLIN RESOURCES INC2.1K shares-10.39%2026-06-302026-08-07

MDY STATE STR SPDR S&P MIDCAP 4097 shares-54.46%2026-06-302026-08-07

T AT&T INC3.3K shares-16.02%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL136 shares7.09%2026-06-302026-08-07

BLCR BLACKROCK ETF TRUST1.4K shares-14.82%2026-06-302026-08-07

USIG ISHARES TR1.3K shares-2.10%2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO692 shares436.43%2026-06-302026-08-07

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IJH ISHARES TR768 shares-29.93%2026-06-302026-08-07

ARK ETF TR ARK ETF TR445 shares0.00%2026-06-302026-08-07

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DOMINION ENERGY INC DOMINION ENERGY INC842 sharesnew addition2026-06-302026-08-07

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ALL ALLSTATE CORP223 shares9.85%2026-06-302026-08-07

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HPQ HP INC2.3K shares998.59%2026-06-302026-08-07

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NETFLIX INC. NETFLIX INC.355 shares-63.17%2026-06-302026-08-07

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Sponsored

ORI OLD REP INTL CORP185 shares1.09%2026-06-302026-08-07

DHR DANAHER CORP DEL40 shares-38.46%2026-06-302026-08-07

OKLO OKLO INC143 shares-11.73%2026-06-302026-08-07

MAR MARRIOTT INTL INC NEW20 shares0.00%2026-06-302026-08-07

SCEC

CAPITOL SER TR

3.55%

Shares2.4M

Event2026-06-30

Filed2026-08-07

IWY

ISHARES TR

7.75%

Shares181.3K

Event2026-06-30

Filed2026-08-07

IWX

ISHARES TR

11.42%

Shares324.8K

Event2026-06-30

Filed2026-08-07

SCNM

STERLING CAP FDS

-1.60%

Shares1.3M

Event2026-06-30

Filed2026-08-07

EFV

ISHARES TR

10.81%

Shares223.6K

Event2026-06-30

Filed2026-08-07

IWS

ISHARES TR

-0.90%

Shares97.7K

Event2026-06-30

Filed2026-08-07

EFG

ISHARES TR

3.92%

Shares122.3K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

6.20%

Shares170.1K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

-3.17%

Shares14.5K

Event2026-06-30

Filed2026-08-07

VANGUARD SCOTTSDALE FDS

4.09%

Shares77.4K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

23.35%

Shares36.8K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

-1.60%

Shares18.8K

Event2026-06-30

Filed2026-08-07

NOBL

PROSHARES TR

96.69%

Shares73.9K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

-25.59%

Shares19.6K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

10.59%

Shares8.2K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-8.62%

Shares8.2K

Event2026-06-30

Filed2026-08-07

STEW

SRH TOTAL RETURN FUND INC

5.31%

Shares163.1K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

31.65%

Shares26.3K

Event2026-06-30

Filed2026-08-07

VISA INC

0.38%

Shares13.8K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

1308.03%

Shares1.9K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-3.32%

Shares6.2K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

-18.87%

Shares4.4K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-9.94%

Shares2.2K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

1.34%

Shares8.5K

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

5.96%

Shares16.8K

Event2026-06-30

Filed2026-08-07

SCEP

STERLING CAP FDS

-6.26%

Shares58.4K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

-49.60%

Shares1.3K

Event2026-06-30

Filed2026-08-07

AGEM

ABRDN FDS

-4.31%

Shares28.4K

Event2026-06-30

Filed2026-08-07

SPACE EXPLORATION TECHN CORP

New

Shares8.0K

Event2026-06-30

Filed2026-08-07

IDEV

ISHARES TR

-8.07%

Shares15.3K

Event2026-06-30

Filed2026-08-07

MAYW

AIM ETF PRODUCTS TRUST

New

Shares38.8K

Event2026-06-30

Filed2026-08-07

SMH

VANECK ETF TRUST

-22.37%

Shares2.0K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

1.82%

Shares4.7K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-25.04%

Shares3.5K

Event2026-06-30

Filed2026-08-07

ROUNDHILL ETF TRUST

New

Shares16.9K

Event2026-06-30

Filed2026-08-07

SCMC

STERLING CAP FDS

7.61%

Shares48.4K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

-6.20%

Shares14.6K

Event2026-06-30

Filed2026-08-07

SIXD

AIM ETF PRODUCTS TRUST

3667.76%

Shares34.5K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-18.93%

Shares2.9K

Event2026-06-30

Filed2026-08-07

FBCG

FIDELITY COVINGTON TRUST

2573.00%

Shares16.3K

Event2026-06-30

Filed2026-08-07

STRL

STERLING INFRASTRUCTURE INC

-22.74%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ONEZ

ELEVATION SERIES TRUST

140.49%

Shares35.8K

Event2026-06-30

Filed2026-08-07

WTRG

ESSENTIAL UTILS INC

5.47%

Shares24.4K

Event2026-06-30

Filed2026-08-07

SCHP

SCHWAB STRATEGIC TR

-49.99%

Shares35.0K

Event2026-06-30

Filed2026-08-07

DELL

DELL TECHNOLOGIES INC

26762.50%

Shares2.1K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-9.17%

Shares9.2K

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

-4.48%

Shares3.4K

Event2026-06-30

Filed2026-08-07

JUNW

AIM ETF PRODUCTS TRUST

New

Shares25.6K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

25.22%

Shares4.5K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

5.72%

Shares12.0K

Event2026-06-30

Filed2026-08-07

CME

CME GROUP INC

9.46%

Shares3.7K

Event2026-06-30

Filed2026-08-07

RYDER SYS INC

-27.32%

Shares3.0K

Event2026-06-30

Filed2026-08-07

TUA

SIMPLIFY EXCHANGE TRADED FUN

0.09%

Shares38.3K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

-1.70%

Shares635

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL

-36.00%

Shares745

Event2026-06-30

Filed2026-08-07

CINF

CINCINNATI FINL CORP

-6.66%

Shares3.9K

Event2026-06-30

Filed2026-08-07

CONSOLIDATED EDISON INC

-5.30%

Shares6.2K

Event2026-06-30

Filed2026-08-07

MAYT

AIM ETF PRODUCTS TRUST

New

Shares17.5K

Event2026-06-30

Filed2026-08-07

IDA

IDACORP INC

-6.19%

Shares4.5K

Event2026-06-30

Filed2026-08-07

PLD

PROLOGIS INC.

-9.08%

Shares4.8K

Event2026-06-30

Filed2026-08-07

NISOURCE INC

-5.39%

Shares13.8K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-39.27%

Shares5.5K

Event2026-06-30

Filed2026-08-07

CNA

CNA FINL CORP

-2.89%

Shares13.1K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

-2.05%

Shares4.4K

Event2026-06-30

Filed2026-08-07

SJM

SMUCKER J M CO

-4.76%

Shares5.6K

Event2026-06-30

Filed2026-08-07

REG

REGENCY CTRS CORP

-5.53%

Shares7.7K

Event2026-06-30

Filed2026-08-07

EXC

EXELON CORP

-4.82%

Shares13.1K

Event2026-06-30

Filed2026-08-07

VRT

VERTIV HOLDINGS CO

33.68%

Shares1.8K

Event2026-06-30

Filed2026-08-07

WEC

WEC ENERGY GROUP INC

-2.59%

Shares5.2K

Event2026-06-30

Filed2026-08-07

DLR

DIGITAL RLTY TR INC

-5.87%

Shares3.4K

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

73.48%

Shares1.7K

Event2026-06-30

Filed2026-08-07

IHAK

ISHARES TR

2170.30%

Shares9.8K

Event2026-06-30

Filed2026-08-07

ALLEGION PLC

4.63%

Shares4.2K

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

-5.06%

Shares5.0K

Event2026-06-30

Filed2026-08-07

ITA

ISHARES TR

-19.15%

Shares2.4K

Event2026-06-30

Filed2026-08-07

MGK

VANGUARD WORLD FD

719.77%

Shares6.5K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

1.83%

Shares3.4K

Event2026-06-30

Filed2026-08-07

ATRO

ASTRONICS CORP

-41.14%

Shares6.9K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

1.96%

Shares4.0K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

0.49%

Shares1.4K

Event2026-06-30

Filed2026-08-07

BILZ

PIMCO ETF TR

140.47%

Shares5.3K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

-3.78%

Shares1.0K

Event2026-06-30

Filed2026-08-07

FDCF

FIDELITY COVINGTON TRUST

2278.91%

Shares10.5K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-3.78%

Shares2.2K

Event2026-06-30

Filed2026-08-07

SOXX

ISHARES TR

-24.86%

Shares798

Event2026-06-30

Filed2026-08-07

WDC

WESTERN DIGITAL CORP

-53.89%

Shares771

Event2026-06-30

Filed2026-08-07

FBOT

FIDELITY COVINGTON TRUST

2257.46%

Shares11.7K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-40.55%

Shares1.8K

Event2026-06-30

Filed2026-08-07

SIMO

SILICON MOTION TECHNOLOGY CO

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

FDFF

FIDELITY COVINGTON TRUST

2441.92%

Shares13.5K

Event2026-06-30

Filed2026-08-07

IUSB

ISHARES TR

-5.96%

Shares9.4K

Event2026-06-30

Filed2026-08-07

QQQE

DIREXION SHARES ETF TRUST

13.80%

Shares3.5K

Event2026-06-30

Filed2026-08-07

GPC

GENUINE PARTS CO

-42.10%

Shares3.5K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-2.92%

Shares399

Event2026-06-30

Filed2026-08-07

NTES

NETEASE COM INC

20.10%

Shares3.1K

Event2026-06-30

Filed2026-08-07

HWM

HOWMET AEROSPACE INC

9.08%

Shares1.5K

Event2026-06-30

Filed2026-08-07

CIBR

FIRST TR EXCHANGE-TRADED FD

84.47%

Shares4.4K

Event2026-06-30

Filed2026-08-07

DYNF

BLACKROCK ETF TRUST

-11.80%

Shares5.7K

Event2026-06-30

Filed2026-08-07

SEPZ

ELEVATION SERIES TRUST

-10.13%

Shares8.6K

Event2026-06-30

Filed2026-08-07

XAR

SPDR SERIES TRUST

1.86%

Shares1.4K

Event2026-06-30

Filed2026-08-07

IVE

ISHARES TR

-29.96%

Shares1.7K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

-9.32%

Shares895

Event2026-06-30

Filed2026-08-07

JACOBS SOLUTIONS INC

36.33%

Shares2.9K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-19.88%

Shares3.1K

Event2026-06-30

Filed2026-08-07

CORO

BLACKROCK ETF TRUST

-12.48%

Shares9.5K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

489.82%

Shares4.7K

Event2026-06-30

Filed2026-08-07

TLT

ISHARES TR

43.75%

Shares4.0K

Event2026-06-30

Filed2026-08-07

EVRG

EVERGY INC

-6.24%

Shares3.9K

Event2026-06-30

Filed2026-08-07

HDV

ISHARES TR

407.93%

Shares12.2K

Event2026-06-30

Filed2026-08-07

ESS

ESSEX PPTY TR INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

CENTERPOINT ENERGY INC

-5.94%

Shares7.4K

Event2026-06-30

Filed2026-08-07

SAH

SONIC AUTOMOTIVE INC

-9.34%

Shares3.9K

Event2026-06-30

Filed2026-08-07

FUTY

FIDELITY COVINGTON TRUST

4.71%

Shares5.6K

Event2026-06-30

Filed2026-08-07

SELECT SECTOR SPDR TR

0.24%

Shares7.2K

Event2026-06-30

Filed2026-08-07

AEGON LTD

0.55%

Shares38.0K

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD SCOTTSDALE FDS

-5.92%

Shares5.4K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

-6.39%

Shares879

Event2026-06-30

Filed2026-08-07

LUMENTUM HLDGS INC

6.67%

Shares368

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

-43.35%

Shares2.2K

Event2026-06-30

Filed2026-08-07

SHV

ISHARES TR

-16.78%

Shares2.8K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

-32.67%

Shares1.4K

Event2026-06-30

Filed2026-08-07

EIX

EDISON INTL

-5.32%

Shares4.1K

Event2026-06-30

Filed2026-08-07

GOVT

ISHARES TR

14.81%

Shares13.4K

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

PAYM

ELEVATION SERIES TRUST

-8.52%

Shares11.6K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

-5.63%

Shares2.2K

Event2026-06-30

Filed2026-08-07

XMPT

VANECK ETF TRUST

1.48%

Shares12.1K

Event2026-06-30

Filed2026-08-07

DAVE

DAVE INC

7120.00%

Shares722

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES TR

132.34%

Shares776

Event2026-06-30

Filed2026-08-07

ISHARES TR

-12.22%

Shares352

Event2026-06-30

Filed2026-08-07

MBB

ISHARES TR

3.26%

Shares2.8K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

1.58%

Shares2.3K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-69.38%

Shares1.0K

Event2026-06-30

Filed2026-08-07

CRS

CARPENTER TECHNOLOGY CORP

-68.57%

Shares413

Event2026-06-30

Filed2026-08-07

TER

TERADYNE INC

-4.82%

Shares513

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

406.97%

Shares2.5K

Event2026-06-30

Filed2026-08-07

ATEN

A10 NETWORKS INC

New

Shares6.3K

Event2026-06-30

Filed2026-08-07

BAI

BLACKROCK ETF TRUST

-25.01%

Shares4.4K

Event2026-06-30

Filed2026-08-07

KALU

KAISER ALUMINIUM CORPORATION

-8.01%

Shares1.2K

Event2026-06-30

Filed2026-08-07

WDIV

SPDR INDEX SHS FDS

1.41%

Shares2.8K

Event2026-06-30

Filed2026-08-07

SNPS

SYNOPSYS INC

0.00%

Shares500

Event2026-06-30

Filed2026-08-07

SCSB

STERLING CAP FDS

0.44%

Shares8.9K

Event2026-06-30

Filed2026-08-07

FGD

FIRST TR EXCHANGE-TRADED FD

0.80%

Shares6.8K

Event2026-06-30

Filed2026-08-07

INVESCO EXCH TRADED FD TR II

0.96%

Shares9.2K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

22.95%

Shares434

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

-31.11%

Shares4.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

12.33%

Shares574

Event2026-06-30

Filed2026-08-07

NBIX

NEUROCRINE BIOSCIENCES INC

8046.67%

Shares1.2K

Event2026-06-30

Filed2026-08-07

DIA

STATE STR SPDR DOW JONES IND

22.00%

Shares366

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

-17.45%

Shares454

Event2026-06-30

Filed2026-08-07

BLACKROCK ETF TRUST

New

Shares6.7K

Event2026-06-30

Filed2026-08-07

SCCO

SOUTHERN COPPER CORP

-34.05%

Shares1.1K

Event2026-06-30

Filed2026-08-07

CIEN

CIENA CORP

New

Shares375

Event2026-06-30

Filed2026-08-07

XLG

INVESCO EXCHANGE TRADED FD T

6.99%

Shares3.0K

Event2026-06-30

Filed2026-08-07

MAGS

LISTED FDS TR

-10.97%

Shares2.8K

Event2026-06-30

Filed2026-08-07

HELMERICH & PAYNE INC

New

Shares5.5K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

0.11%

Shares5.7K

Event2026-06-30

Filed2026-08-07

BP PLC

-2.72%

Shares4.8K

Event2026-06-30

Filed2026-08-07

EUAD

SPINNAKER ETF SERIES

15.55%

Shares4.2K

Event2026-06-30

Filed2026-08-07

LTPZ

PIMCO ETF TR

80.08%

Shares3.4K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

140.42%

Shares577

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

-65.07%

Shares744

Event2026-06-30

Filed2026-08-07

MGC

VANGUARD WORLD FD

New

Shares576

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

New

Shares437

Event2026-06-30

Filed2026-08-07

JUNT

AIM ETF PRODUCTS TRUST

83.24%

Shares3.8K

Event2026-06-30

Filed2026-08-07

VGLT

VANGUARD SCOTTSDALE FDS

-7.48%

Shares2.6K

Event2026-06-30

Filed2026-08-07

ICVT

ISHARES TR

-3.72%

Shares1.2K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

86.59%

Shares153

Event2026-06-30

Filed2026-08-07

ALCOA CORP

1.63%

Shares2.7K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-35.55%

Shares252

Event2026-06-30

Filed2026-08-07

BLACKROCK ETF TRUST II

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

ETR

ENTERGY CORP NEW

5.27%

Shares1.2K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-0.76%

Shares394

Event2026-06-30

Filed2026-08-07

JANW

AIM ETF PRODUCTS TRUST

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

DECW

AIM ETF PRODUCTS TRUST

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-07

ZROZ

PIMCO ETF TR

137.66%

Shares2.1K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

3.99%

Shares835

Event2026-06-30

Filed2026-08-07

AVEM

AMERICAN CENTY ETF TR

2258.62%

Shares1.4K

Event2026-06-30

Filed2026-08-07

CASS

CASS INFORMATION SYS INC

312.42%

Shares2.6K

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

13.98%

Shares2.6K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-56.90%

Shares350

Event2026-06-30

Filed2026-08-07

IVT

INVENTRUST PPTYS CORP

0.77%

Shares3.4K

Event2026-06-30

Filed2026-08-07

SHLD

GLOBAL X FDS

8.17%

Shares2.0K

Event2026-06-30

Filed2026-08-07

THRO

BLACKROCK ETF TRUST

-30.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

BSV

VANGUARD BD INDEX FDS

401.72%

Shares1.5K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

9.29%

Shares2.4K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

200.96%

Shares1.3K

Event2026-06-30

Filed2026-08-07

KMB

KIMBERLY-CLARK CORP

76.99%

Shares977

Event2026-06-30

Filed2026-08-07

AOM

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-08-07

NULG

NUSHARES ETF TR

129.89%

Shares869

Event2026-06-30

Filed2026-08-07

IAUM

ISHARES GOLD TRUST MICRO

-52.47%

Shares2.5K

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SCOTTSDALE FDS

-8.53%

Shares1.6K

Event2026-06-30

Filed2026-08-07

AVLC

AMERICAN CENTY ETF TR

-1.61%

Shares1.0K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

-45.94%

Shares613

Event2026-06-30

Filed2026-08-07

APPS

DIGITAL TURBINE INC

-41.94%

Shares7.0K

Event2026-06-30

Filed2026-08-07

XTEN

BONDBLOXX ETF TRUST

-4.55%

Shares2.0K

Event2026-06-30

Filed2026-08-07

EDIV

SPDR INDEX SHS FDS

0.52%

Shares2.1K

Event2026-06-30

Filed2026-08-07

SPLS

PIMCO ETF TR

-7.82%

Shares1.6K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-45.45%

Shares114

Event2026-06-30

Filed2026-08-07

ISHARES TR

108.17%

Shares866

Event2026-06-30

Filed2026-08-07

GMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

PAYH

ELEVATION SERIES TRUST

-5.10%

Shares3.3K

Event2026-06-30

Filed2026-08-07

FBTC

FIDELITY WISE ORIGIN BITCOIN

2554.24%

Shares1.6K

Event2026-06-30

Filed2026-08-07

DECT

AIM ETF PRODUCTS TRUST

-8.62%

Shares2.0K

Event2026-06-30

Filed2026-08-07

BINC

BLACKROCK ETF TRUST II

-44.63%

Shares1.5K

Event2026-06-30

Filed2026-08-07

TROW

PRICE T ROWE GROUP INC

-27.31%

Shares684

Event2026-06-30

Filed2026-08-07

SPTL

SPDR SERIES TRUST

-77.27%

Shares3.0K

Event2026-06-30

Filed2026-08-07

ARTY

ISHARES TR

0.10%

Shares1.0K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

-24.94%

Shares882

Event2026-06-30

Filed2026-08-07

MINT

PIMCO ETF TR

1.06%

Shares762

Event2026-06-30

Filed2026-08-07

CEG

CONSTELLATION ENERGY CORP

-6.40%

Shares307

Event2026-06-30

Filed2026-08-07

ONEH

ELEVATION SERIES TRUST

-7.34%

Shares3.1K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

2275.00%

Shares190

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

408.97%

Shares397

Event2026-06-30

Filed2026-08-07

SPD

SIMPLIFY EXCHANGE TRADED FUN

-6.31%

Shares1.8K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

118.13%

Shares397

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

-0.53%

Shares745

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

-56.38%

Shares123

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

119.50%

Shares878

Event2026-06-30

Filed2026-08-07

AVMC

AMERICAN CENTY ETF TR

0.23%

Shares876

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

New

Shares809

Event2026-06-30

Filed2026-08-07

SHOC

EA SERIES TRUST

-8.72%

Shares565

Event2026-06-30

Filed2026-08-07

SPYC

SIMPLIFY EXCHANGE TRADED FUN

-7.61%

Shares1.5K

Event2026-06-30

Filed2026-08-07

BEN

FRANKLIN RESOURCES INC

-10.39%

Shares2.1K

Event2026-06-30

Filed2026-08-07

MDY

STATE STR SPDR S&P MIDCAP 40

-54.46%

Shares97

Event2026-06-30

Filed2026-08-07

AT&T INC

-16.02%

Shares3.3K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

7.09%

Shares136

Event2026-06-30

Filed2026-08-07

BLCR

BLACKROCK ETF TRUST

-14.82%

Shares1.4K

Event2026-06-30

Filed2026-08-07

USIG

ISHARES TR

-2.10%

Shares1.3K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

436.43%

Shares692

Event2026-06-30

Filed2026-08-07

NVO

NOVO-NORDISK A S

-4.65%

Shares1.4K

Event2026-06-30

Filed2026-08-07

ISMF

BLACKROCK ETF TRUST

-2.20%

Shares2.4K

Event2026-06-30

Filed2026-08-07

COHR

COHERENT CORP

-85.76%

Shares166

Event2026-06-30

Filed2026-08-07

SPMO

INVESCO EXCH TRADED FD TR II

3.32%

Shares404

Event2026-06-30

Filed2026-08-07

CAH

CARDINAL HEALTH INC

-5.28%

Shares269

Event2026-06-30

Filed2026-08-07

LEG

LEGGETT & PLATT INC

-2.85%

Shares5.4K

Event2026-06-30

Filed2026-08-07

SYSB

ISHARES TR

0.71%

Shares707

Event2026-06-30

Filed2026-08-07

BIV

VANGUARD BD INDEX FDS

-15.18%

Shares816

Event2026-06-30

Filed2026-08-07

FRT

FEDERAL RLTY INVT TR NEW

-2.70%

Shares504

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

11.94%

Shares450

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN TRUST ETF

-22.09%

Shares1.8K

Event2026-06-30

Filed2026-08-07

ADM

ARCHER DANIELS MIDLAND CO

-3.54%

Shares790

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

-2.75%

Shares459

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-29.93%

Shares768

Event2026-06-30

Filed2026-08-07

ARK ETF TR

0.00%

Shares445

Event2026-06-30

Filed2026-08-07

JULT

AIM ETF PRODUCTS TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

VCSH

VANGUARD SCOTTSDALE FDS

-34.55%

Shares733

Event2026-06-30

Filed2026-08-07

IGEB

ISHARES TR

1.35%

Shares1.3K

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

New

Shares842

Event2026-06-30

Filed2026-08-07

PEG

PUBLIC SVC ENTERPRISE GROUP

0.86%

Shares702

Event2026-06-30

Filed2026-08-07

ANET

ARISTA NETWORKS INC

-0.60%

Shares332

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

-83.84%

Shares255

Event2026-06-30

Filed2026-08-07

SNX

TD SYNNEX CORPORATION

-9.61%

Shares207

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-39.94%

Shares376

Event2026-06-30

Filed2026-08-07

APD

AIR PRODUCTS AND CHEMICALS I

-2.62%

Shares186

Event2026-06-30

Filed2026-08-07

FEBT

AIM ETF PRODUCTS TRUST

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

OXY

OCCIDENTAL PETE CORP

-2.32%

Shares1.1K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

9.85%

Shares223

Event2026-06-30

Filed2026-08-07

ITB

ISHARES TR

0.20%

Shares502

Event2026-06-30

Filed2026-08-07

HPQ

HP INC

998.59%

Shares2.3K

Event2026-06-30

Filed2026-08-07

ONEQ

FIDELITY COMWLTH TR

New

Shares491

Event2026-06-30

Filed2026-08-07

SOLS

SOLSTICE ADVANCED MATLS INC

-12.07%

Shares561

Event2026-06-30

Filed2026-08-07

FIDU

FIDELITY COVINGTON TRUST

New

Shares499

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-1.89%

Shares364

Event2026-06-30

Filed2026-08-07

WELL

WELLTOWER INC

-13.31%

Shares215

Event2026-06-30

Filed2026-08-07

STIP

ISHARES TR

New

Shares472

Event2026-06-30

Filed2026-08-07

PDP

INVESCO EXCHANGE TRADED FD T

New

Shares314

Event2026-06-30

Filed2026-08-07

SPLV

INVESCO EXCH TRADED FD TR II

-80.29%

Shares636

Event2026-06-30

Filed2026-08-07

AVLV

AMERICAN CENTY ETF TR

0.39%

Shares518

Event2026-06-30

Filed2026-08-07

TYA

SIMPLIFY EXCHANGE TRADED FUN

-17.07%

Shares3.6K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

463.77%

Shares389

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

-27.41%

Shares1.4K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

79.24%

Shares1.1K

Event2026-06-30

Filed2026-08-07

FSSL

FS SPECIALTY LENDING FD

1.44%

Shares4.1K

Event2026-06-30

Filed2026-08-07

INCY

INCYTE CORP

11.36%

Shares392

Event2026-06-30

Filed2026-08-07

SPDW

SPDR INDEX SHS FDS

-60.94%

Shares873

Event2026-06-30

Filed2026-08-07

FPX

FIRST TR EXCHANGE-TRADED FD

10450.00%

Shares211

Event2026-06-30

Filed2026-08-07

WTAI

WISDOMTREE TR

0.00%

Shares913

Event2026-06-30

Filed2026-08-07

BITB

BITWISE BITCOIN ETF TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

FMAT

FIDELITY COVINGTON TRUST

New

Shares731

Event2026-06-30

Filed2026-08-07

FTNT

FORTINET INC

-36.19%

Shares275

Event2026-06-30

Filed2026-08-07

BOTZ

GLOBAL X FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

3.42%

Shares121

Event2026-06-30

Filed2026-08-07

VRSN

VERISIGN INC

12.59%

Shares161

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

0.00%

Shares160

Event2026-06-30

Filed2026-08-07

FLV

AMERICAN CENTY ETF TR

0.40%

Shares496

Event2026-06-30

Filed2026-08-07

THE CIGNA GROUP

New

Shares146

Event2026-06-30

Filed2026-08-07

ATO

ATMOS ENERGY CORP

9.52%

Shares230

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-2.53%

Shares386

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

128.15%

Shares689

Event2026-06-30

Filed2026-08-07

ROYAL CARIBBEAN GROUP

0.00%

Shares123

Event2026-06-30

Filed2026-08-07

SNA

SNAP ON INC

14.12%

Shares97

Event2026-06-30

Filed2026-08-07

QGRO

AMERICAN CENTY ETF TR

-3.23%

Shares330

Event2026-06-30

Filed2026-08-07

NUBD

NUSHARES ETF TR

0.34%

Shares1.8K

Event2026-06-30

Filed2026-08-07

IXUS

ISHARES TR

1.25%

Shares404

Event2026-06-30

Filed2026-08-07

FTI

TECHNIPFMC PLC

New

Shares579

Event2026-06-30

Filed2026-08-07

NUVEEN QUALITY MUNCP INCOME

1.80%

Shares3.2K

Event2026-06-30

Filed2026-08-07

J P MORGAN EXCHANGE TRADED F

New

Shares615

Event2026-06-30

Filed2026-08-07

AOK

ISHARES TR

New

Shares891

Event2026-06-30

Filed2026-08-07

FSK

FS KKR CAP CORP

4.73%

Shares3.5K

Event2026-06-30

Filed2026-08-07

VYMI

VANGUARD WHITEHALL FDS

1.36%

Shares374

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

63.64%

Shares108

Event2026-06-30

Filed2026-08-07

CWB

SPDR SERIES TRUST

31.91%

Shares339

Event2026-06-30

Filed2026-08-07

ADOBE INC

467.74%

Shares176

Event2026-06-30

Filed2026-08-07

WORLD GOLD TR

-3.20%

Shares454

Event2026-06-30

Filed2026-08-07

XSD

SPDR SERIES TRUST

0.00%

Shares57

Event2026-06-30

Filed2026-08-07

BUNGE GLOBAL SA

New

Shares324

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

2754.55%

Shares314

Event2026-06-30

Filed2026-08-07

SMHX

VANECK ETF TRUST

0.00%

Shares526

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

-34.62%

Shares17

Event2026-06-30

Filed2026-08-07

SPEM

SPDR INDEX SHS FDS

-30.72%

Shares645

Event2026-06-30

Filed2026-08-07

PULS

PGIM ETF TR

-58.99%

Shares668

Event2026-06-30

Filed2026-08-07

BPRE

BLUEROCK PVT REAL ESTATE FD

115.15%

Shares2.5K

Event2026-06-30

Filed2026-08-07

BILT

BLACKROCK ETF TRUST

1.33%

Shares1.1K

Event2026-06-30

Filed2026-08-07

SPTM

SPDR SERIES TRUST

-12.56%

Shares348

Event2026-06-30

Filed2026-08-07

BOEING CO

125.40%

Shares142

Event2026-06-30

Filed2026-08-07

ENB

ENBRIDGE INC

455.88%

Shares567

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

0.00%

Shares187

Event2026-06-30

Filed2026-08-07

NULV

NUSHARES ETF TR

0.00%

Shares608

Event2026-06-30

Filed2026-08-07

SNDA

SONIDA SENIOR LIVING INC

0.00%

Shares741

Event2026-06-30

Filed2026-08-07

VFLO

VICTORY PORTFOLIOS II

0.00%

Shares654

Event2026-06-30

Filed2026-08-07

COMT

ISHARES U S ETF TR

-2.88%

Shares977

Event2026-06-30

Filed2026-08-07

FEBW

AIM ETF PRODUCTS TRUST

31.12%

Shares830

Event2026-06-30

Filed2026-08-07

EVERSOURCE ENERGY

203.01%

Shares403

Event2026-06-30

Filed2026-08-07

ISTM

ISHARES U S ETF TR

-0.99%

Shares1.0K

Event2026-06-30

Filed2026-08-07

QQQI

NEOS ETF TRUST

New

Shares503

Event2026-06-30

Filed2026-08-07

PFGC

PERFORMANCE FOOD GROUP CO

-2.32%

Shares253

Event2026-06-30

Filed2026-08-07

SPAB

SPDR SERIES TRUST

2.43%

Shares1.1K

Event2026-06-30

Filed2026-08-07

RPRX

ROYALTY PHARMA PLC

New

Shares492

Event2026-06-30

Filed2026-08-07

VUSB

VANGUARD BD INDEX FDS

1.10%

Shares553

Event2026-06-30

Filed2026-08-07

QBER

ELEVATION SERIES TRUST

21.58%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ELV

ELEVANCE HEALTH INC FORMERLY

373.33%

Shares71

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

-22.43%

Shares211

Event2026-06-30

Filed2026-08-07

NUDM

NUSHARES ETF TR

0.00%

Shares677

Event2026-06-30

Filed2026-08-07

BLOOM ENERGY CORP

-11.00%

Shares89

Event2026-06-30

Filed2026-08-07

TMFG

RBB FD INC

0.00%

Shares874

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

134.78%

Shares216

Event2026-06-30

Filed2026-08-07

VMBS

VANGUARD SCOTTSDALE FDS

-8.65%

Shares570

Event2026-06-30

Filed2026-08-07

DFSV

DIMENSIONAL ETF TRUST

0.44%

Shares687

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

-93.13%

Shares22

Event2026-06-30

Filed2026-08-07

ZOETIS INC

496.72%

Shares364

Event2026-06-30

Filed2026-08-07

CEFZ

ELEVATION SERIES TRUST

-16.64%

Shares3.2K

Event2026-06-30

Filed2026-08-07

DBEF

DBX ETF TR

New

Shares477

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

-61.27%

Shares122

Event2026-06-30

Filed2026-08-07

PYLD

PIMCO ETF TR

18.04%

Shares975

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

-63.17%

Shares355

Event2026-06-30

Filed2026-08-07

EXEL

EXELIXIS INC

945.45%

Shares460

Event2026-06-30

Filed2026-08-07

LDUR

PIMCO ETF TR

0.00%

Shares260

Event2026-06-30

Filed2026-08-07

SON

SONOCO PRODS CO

-5.79%

Shares439

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-37.04%

Shares34

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

83.33%

Shares462

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

New

Shares765

Event2026-06-30

Filed2026-08-07

TMSL

T ROWE PRICE EXCHANGE-TRADED

-7.65%

Shares555

Event2026-06-30

Filed2026-08-07

COR

CENCORA INC

290.91%

Shares86

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

0.00%

Shares116

Event2026-06-30

Filed2026-08-07

AVDV

AMERICAN CENTY ETF TR

-17.08%

Shares233

Event2026-06-30

Filed2026-08-07

RING

ISHARES INC

-0.80%

Shares372

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TR

-0.22%

Shares447

Event2026-06-30

Filed2026-08-07

IETC

ISHARES U S ETF TR

0.00%

Shares222

Event2026-06-30

Filed2026-08-07

CELH

CELSIUS HLDGS INC

-88.57%

Shares812

Event2026-06-30

Filed2026-08-07

FELG

FIDELITY COVINGTON TRUST

New

Shares540

Event2026-06-30

Filed2026-08-07

AVXC

AMERICAN CENTY ETF TR

51.96%

Shares272

Event2026-06-30

Filed2026-08-07

MNST

MONSTER BEVERAGE CORP NEW

1883.33%

Shares238

Event2026-06-30

Filed2026-08-07

PNW

PINNACLE WEST CAP CORP

New

Shares212

Event2026-06-30

Filed2026-08-07

FLEX

FLEX LTD

375.86%

Shares138

Event2026-06-30

Filed2026-08-07

BOND

PIMCO ETF TR

New

Shares242

Event2026-06-30

Filed2026-08-07

FDVV

FIDELITY COVINGTON TRUST

0.82%

Shares368

Event2026-06-30

Filed2026-08-07

VXF

VANGUARD INDEX FDS

New

Shares89

Event2026-06-30

Filed2026-08-07

HIG

HARTFORD INSURANCE GROUP INC

0.61%

Shares164

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

33.04%

Shares153

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD INDEX FDS

New

Shares87

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-38.60%

Shares70

Event2026-06-30

Filed2026-08-07

FENI

FIDELITY COVINGTON TRUST

-33.92%

Shares524

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

-6.56%

Shares57

Event2026-06-30

Filed2026-08-07

IJK

ISHARES TR

New

Shares176

Event2026-06-30

Filed2026-08-07

JMUB

J P MORGAN EXCHANGE TRADED F

1.00%

Shares403

Event2026-06-30

Filed2026-08-07

USHY

ISHARES TR

1063.83%

Shares547

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

New

Shares73

Event2026-06-30

Filed2026-08-07

XEL

XCEL ENERGY INC

-63.28%

Shares246

Event2026-06-30

Filed2026-08-07

AVDE

AMERICAN CENTY ETF TR

2.37%

Shares216

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

-94.53%

Shares85

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

4.62%

Shares181

Event2026-06-30

Filed2026-08-07

ARM

ARM HOLDINGS PLC

0.00%

Shares53

Event2026-06-30

Filed2026-08-07

BLOX

TIDAL TRUST II

9.16%

Shares1.2K

Event2026-06-30

Filed2026-08-07

S&P GLOBAL INC

84.00%

Shares46

Event2026-06-30

Filed2026-08-07

GBIL

GOLDMAN SACHS ETF TR

New

Shares185

Event2026-06-30

Filed2026-08-07

AVIG

AMERICAN CENTY ETF TR

0.90%

Shares448

Event2026-06-30

Filed2026-08-07

USFR

WISDOMTREE TR

-87.38%

Shares368

Event2026-06-30

Filed2026-08-07

COO

COOPER COS INC

New

Shares257

Event2026-06-30

Filed2026-08-07

QINT

AMERICAN CENTY ETF TR

14.22%

Shares265

Event2026-06-30

Filed2026-08-07

APPLOVIN CORP

-70.34%

Shares35

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HOLDINGS INC

New

Shares101

Event2026-06-30

Filed2026-08-07

ROE

EA SERIES TRUST

0.00%

Shares421

Event2026-06-30

Filed2026-08-07

XLSR

SSGA ACTIVE TR

1.48%

Shares275

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

-78.04%

Shares215

Event2026-06-30

Filed2026-08-07

IQV

IQVIA HLDGS INC

New

Shares92

Event2026-06-30

Filed2026-08-07

IJJ

ISHARES TR

New

Shares120

Event2026-06-30

Filed2026-08-07

SILA

SILA REALTY TRUST INC

1.23%

Shares576

Event2026-06-30

Filed2026-08-07

XME

SPDR SERIES TRUST

New

Shares163

Event2026-06-30

Filed2026-08-07

QQQM

INVESCO EXCH TRADED FD TR II

-51.69%

Shares57

Event2026-06-30

Filed2026-08-07

FDG

AMERICAN CENTY ETF TR

0.00%

Shares128

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

61.40%

Shares184

Event2026-06-30

Filed2026-08-07

NKE

NIKE INC

2456.25%

Shares409

Event2026-06-30

Filed2026-08-07

FITB

FIFTH THIRD BANCORP

0.68%

Shares297

Event2026-06-30

Filed2026-08-07

MAIN

MAIN STR CAP CORP

1.92%

Shares318

Event2026-06-30

Filed2026-08-07

LHX

L3HARRIS TECHNOLOGIES INC

1.79%

Shares57

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

1.79%

Shares228

Event2026-06-30

Filed2026-08-07

HCA

HCA HEALTHCARE INC

0.00%

Shares42

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

-62.41%

Shares53

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

5280.00%

Shares269

Event2026-06-30

Filed2026-08-07

CRDT

SIMPLIFY EXCHANGE TRADED FUN

-10.54%

Shares679

Event2026-06-30

Filed2026-08-07

PPA

INVESCO EXCHANGE TRADED FD T

-12.00%

Shares88

Event2026-06-30

Filed2026-08-07

IQLT

ISHARES TR

-24.21%

Shares313

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-33.54%

Shares105

Event2026-06-30

Filed2026-08-07

AVRE

AMERICAN CENTY ETF TR

0.63%

Shares322

Event2026-06-30

Filed2026-08-07

BNDX

VANGUARD CHARLOTTE FDS

-90.29%

Shares313

Event2026-06-30

Filed2026-08-07

NANC

TIDAL TRUST I

New

Shares299

Event2026-06-30

Filed2026-08-07

RWJ

INVESCO EXCH TRADED FD TR II

New

Shares245

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-45.10%

Shares28

Event2026-06-30

Filed2026-08-07

JMOM

J P MORGAN EXCHANGE TRADED F

-5.59%

Shares169

Event2026-06-30

Filed2026-08-07

CTAS

CINTAS CORP

-8.70%

Shares84

Event2026-06-30

Filed2026-08-07

NUHY

NUSHARES ETF TR

0.61%

Shares664

Event2026-06-30

Filed2026-08-07

XLC

SELECT SECTOR SPDR TR

New

Shares132

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-12.52%

Shares587

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

-35.11%

Shares146

Event2026-06-30

Filed2026-08-07

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares81

Event2026-06-30

Filed2026-08-07

PAYX

PAYCHEX INC

1.45%

Shares140

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

1615.38%

Shares223

Event2026-06-30

Filed2026-08-07

OMAH

TIDAL TRUST III

New

Shares726

Event2026-06-30

Filed2026-08-07

MTB

M & T BK CORP

7.69%

Shares56

Event2026-06-30

Filed2026-08-07

MAA

MID-AMER APT CMNTYS INC

1.06%

Shares95

Event2026-06-30

Filed2026-08-07

SPHQ

INVESCO EXCHANGE TRADED FD T

-71.81%

Shares146

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

-40.00%

Shares84

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD INDEX FDS

New

Shares35

Event2026-06-30

Filed2026-08-07

TMUS

T-MOBILE US INC

-14.61%

Shares76

Event2026-06-30

Filed2026-08-07

SFD

SMITHFIELD FOODS INC

11.49%

Shares524

Event2026-06-30

Filed2026-08-07

QQEW

FIRST TR EXCHANGE-TRADED FD

-8.24%

Shares78

Event2026-06-30

Filed2026-08-07

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares47

Event2026-06-30

Filed2026-08-07

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares150

Event2026-06-30

Filed2026-08-07

XLI

SELECT SECTOR SPDR TR

New

Shares67

Event2026-06-30

Filed2026-08-07

SPSB

SPDR SERIES TRUST

0.98%

Shares411

Event2026-06-30

Filed2026-08-07

BLACKSTONE INC

10.64%

Shares104

Event2026-06-30

Filed2026-08-07

NUEM

NUSHARES ETF TR

0.00%

Shares284

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

-26.09%

Shares153

Event2026-06-30

Filed2026-08-07

DECZ

ELEVATION SERIES TRUST

-94.13%

Shares272

Event2026-06-30

Filed2026-08-07

KEY

KEYCORP

1.01%

Shares500

Event2026-06-30

Filed2026-08-07

JANZ

ELEVATION SERIES TRUST

-94.67%

Shares281

Event2026-06-30

Filed2026-08-07

EQIX

EQUINIX INC

0.00%

Shares11

Event2026-06-30

Filed2026-08-07

SHOP

SHOPIFY INC

-37.50%

Shares100

Event2026-06-30

Filed2026-08-07

VANECK ETF TRUST

0.00%

Shares151

Event2026-06-30

Filed2026-08-07

DGRW

WISDOMTREE TR

-97.30%

Shares118

Event2026-06-30

Filed2026-08-07

BBEU

J P MORGAN EXCHANGE TRADED F

2.13%

Shares144

Event2026-06-30

Filed2026-08-07

BBJP

J P MORGAN EXCHANGE TRADED F

0.00%

Shares147

Event2026-06-30

Filed2026-08-07

VLO

VALERO ENERGY CORP

-14.29%

Shares42

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

1.19%

Shares85

Event2026-06-30

Filed2026-08-07

EVERPURE INC

New

Shares136

Event2026-06-30

Filed2026-08-07

IGIB

ISHARES TR

-58.73%

Shares201

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

200.00%

Shares129

Event2026-06-30

Filed2026-08-07

DOV

DOVER CORP

New

Shares47

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP

-63.80%

Shares59

Event2026-06-30

Filed2026-08-07

BANK OF NY MELLON CORP

New

Shares72

Event2026-06-30

Filed2026-08-07

CARY

ANGEL OAK FUNDS TRUST

0.00%

Shares495

Event2026-06-30

Filed2026-08-07

NNN

NNN REIT INC

1.38%

Shares221

Event2026-06-30

Filed2026-08-07

ENVX

ENOVIX CORPORATION

-38.35%

Shares1.7K

Event2026-06-30

Filed2026-08-07

TTD

THE TRADE DESK INC

0.00%

Shares560

Event2026-06-30

Filed2026-08-07

VTR

VENTAS INC

New

Shares112

Event2026-06-30

Filed2026-08-07

URTH

ISHARES INC

New

Shares49

Event2026-06-30

Filed2026-08-07

IEF

ISHARES TR

New

Shares104

Event2026-06-30

Filed2026-08-07

WINN

HARBOR ETF TRUST

-97.54%

Shares302

Event2026-06-30

Filed2026-08-07

ZJUN

INNOVATOR ETFS TRUST

New

Shares356

Event2026-06-30

Filed2026-08-07

DHI

D R HORTON INC

0.00%

Shares59

Event2026-06-30

Filed2026-08-07

VOE

VANGUARD INDEX FDS

182.35%

Shares48

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

-89.79%

Shares339

Event2026-06-30

Filed2026-08-07

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares207

Event2026-06-30

Filed2026-08-07

RAMP

LIVERAMP HLDGS INC

0.00%

Shares247

Event2026-06-30

Filed2026-08-07

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares69

Event2026-06-30

Filed2026-08-07

ADSK

AUTODESK INC

-38.16%

Shares47

Event2026-06-30

Filed2026-08-07

CHD

CHURCH & DWIGHT CO INC

New

Shares94

Event2026-06-30

Filed2026-08-07

SNDK

SANDISK CORP

-98.43%

Shares4

Event2026-06-30

Filed2026-08-07

FNDE

SCHWAB STRATEGIC TR

0.44%

Shares229

Event2026-06-30

Filed2026-08-07

JEPI

J P MORGAN EXCHANGE TRADED F

-38.00%

Shares155

Event2026-06-30

Filed2026-08-07

JOBY

JOBY AVIATION INC

New

Shares950

Event2026-06-30

Filed2026-08-07

IBHF

ISHARES TR

1.37%

Shares371

Event2026-06-30

Filed2026-08-07

QYLD

GLOBAL X FDS

-40.94%

Shares450

Event2026-06-30

Filed2026-08-07

BBDC

BARINGS BDC INC

0.00%

Shares960

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

-80.76%

Shares141

Event2026-06-30

Filed2026-08-07

APPN

APPIAN CORP

0.00%

Shares354

Event2026-06-30

Filed2026-08-07

RBRK

RUBRIK INC.

0.00%

Shares100

Event2026-06-30

Filed2026-08-07

WRB

BERKLEY W R CORP

New

Shares112

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

-28.57%

Shares15

Event2026-06-30

Filed2026-08-07

SBRA

SABRA HEALTH CARE REIT INC

New

Shares400

Event2026-06-30

Filed2026-08-07

LTC

LTC PPTYS INC

New

Shares201

Event2026-06-30

Filed2026-08-07

WMB

WILLIAMS COS INC

-97.05%

Shares104

Event2026-06-30

Filed2026-08-07

ALLY FINL INC

0.60%

Shares167

Event2026-06-30

Filed2026-08-07

DBMF

LITMAN GREGORY FDS TR

0.00%

Shares250

Event2026-06-30

Filed2026-08-07

ORI

OLD REP INTL CORP

1.09%

Shares185

Event2026-06-30

Filed2026-08-07

DHR

DANAHER CORP DEL

-38.46%

Shares40

Event2026-06-30

Filed2026-08-07

OKLO

OKLO INC

-11.73%

Shares143

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTL INC NEW

0.00%

Shares20

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available