The Analysis of KINGSWOOD WEALTH ADVISORS, LLC's Holdings & P&L


Currently, KINGSWOOD WEALTH ADVISORS, LLC holds 995 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in SSO (+133.9K shares, valued at $9.0M), N/A (+118.2K shares, valued at $8.7M), VUG (+85.1K shares, valued at $7.3M); decreased their positions in SGOV (-83.1K shares, valued at $8.4M), CIBR (-46.9K shares, valued at $4.2M), WDC (-5.9K shares, valued at $3.8M); initiated new positions in N/A (+118.2K shares, valued at $8.7M), FFLG (+120.6K shares, valued at $4.2M), N/A (+21.0K shares, valued at $3.6M).


1M P&L
-618.3K-0.03%
3M P&L
+31.2M+1.57%
HY P&L
+100.5M+5.25%

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/A1.2B
56.3%
2Semiconductors145.0M
7.0%
3Consumer Electronics92.4M
4.5%

Top Industries by Stock Count

1N/A496 stocks
55.2%
2Semiconductors17 stocks
1.9%
3Asset Management16 stocks
1.8%
Stock Holdings
AAPL
APPLE INCORPORATED
3.27%
Shares318.6K
Event2026-06-30
Filed2026-07-27
SPDR S&P 500 ETF
SPDR S&P 500 ETF
2.30%
Shares84.9K
Event2026-06-30
Filed2026-07-27
NVDA
NVIDIA CORPORATION
4.43%
Shares312.8K
Event2026-06-30
Filed2026-07-27
QQQ
INVESCO QQQ TR
-4.48%
Shares79.9K
Event2026-06-30
Filed2026-07-27
VTV
VANGUARD VALUE ETF
2.16%
Shares192.2K
Event2026-06-30
Filed2026-07-27
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
8.63%
Shares53.3K
Event2026-06-30
Filed2026-07-27
AMZN
AMAZON COM INCORPORATED
-3.12%
Shares151.8K
Event2026-06-30
Filed2026-07-27
MSFT
MICROSOFT CORPORATION
-0.30%
Shares96.1K
Event2026-06-30
Filed2026-07-27
SPDR PORTFOLIO S&P 500 ETF
SPDR PORTFOLIO S&P 500 ETF
-2.79%
Shares345.6K
Event2026-06-30
Filed2026-07-27
BROADCOM INCORPORATED
BROADCOM INCORPORATED
-0.26%
Shares78.8K
Event2026-06-30
Filed2026-07-27
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-0.27%
Shares833.3K
Event2026-06-30
Filed2026-07-27
MU
MICRON TECHNOLOGY INCORPORATED
2.73%
Shares24.0K
Event2026-06-30
Filed2026-07-27
CAT
CATERPILLAR INCORPORATED
19.96%
Shares25.6K
Event2026-06-30
Filed2026-07-27
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
3.99%
Shares538.6K
Event2026-06-30
Filed2026-07-27
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-3.08%
Shares69.8K
Event2026-06-30
Filed2026-07-27
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
13.61%
Shares69.9K
Event2026-06-30
Filed2026-07-27
VANGUARD TOTAL STOCK MARKET ETF
VANGUARD TOTAL STOCK MARKET ETF
-3.27%
Shares62.9K
Event2026-06-30
Filed2026-07-27
VIG
VANGUARD DIVIDEND APPRECIATION ETF
1.94%
Shares97.3K
Event2026-06-30
Filed2026-07-27
ISHARES TR CORE S&P500 ETF
ISHARES TR CORE S&P500 ETF
5.74%
Shares29.4K
Event2026-06-30
Filed2026-07-27
JPMORGAN CHASE & COMPANY.
JPMORGAN CHASE & COMPANY.
-0.62%
Shares59.9K
Event2026-06-30
Filed2026-07-27
SSO
PROSHARES ULTRA S&P500
97.44%
Shares271.4K
Event2026-06-30
Filed2026-07-27
CGGR
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
-4.34%
Shares370.7K
Event2026-06-30
Filed2026-07-27
TSLA
TESLA INCORPORATED
9.59%
Shares40.4K
Event2026-06-30
Filed2026-07-27
META PLATFORMS INCORPORATED CLASS A
META PLATFORMS INCORPORATED CLASS A
4.21%
Shares27.9K
Event2026-06-30
Filed2026-07-27
SNDK
SANDISK CORPORATION
31.76%
Shares6.8K
Event2026-06-30
Filed2026-07-27
LAMR
LAMAR ADVERTISING COMPANY NEW CLASS A REIT
-0.19%
Shares97.3K
Event2026-06-30
Filed2026-07-27
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
9.79%
Shares242.3K
Event2026-06-30
Filed2026-07-27
VB
VANGUARD SMALL-CAP ETF
11.72%
Shares49.0K
Event2026-06-30
Filed2026-07-27
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
3.72%
Shares237.9K
Event2026-06-30
Filed2026-07-27
AMD
ADVANCED MICRO DEVICES INCORPORATED
-8.44%
Shares22.6K
Event2026-06-30
Filed2026-07-27
GBTC
GRAYSCALE BITCOIN TRUST ETF
-0.56%
Shares278.4K
Event2026-06-30
Filed2026-07-27
BRK.B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-1.61%
Shares25.3K
Event2026-06-30
Filed2026-07-27
WMT
WALMART INCORPORATED
2.81%
Shares110.4K
Event2026-06-30
Filed2026-07-27
CGUS
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT
-2.71%
Shares279.4K
Event2026-06-30
Filed2026-07-27
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-5.36%
Shares378.2K
Event2026-06-30
Filed2026-07-27
IYW
ISHARES TR U.S. TECH ETF
2.86%
Shares46.0K
Event2026-06-30
Filed2026-07-27
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
9.66%
Shares96.6K
Event2026-06-30
Filed2026-07-27
REMX
VANECK RARE EARTH AND STRATEGIC METALS
26.77%
Shares127.1K
Event2026-06-30
Filed2026-07-27
SMH
VANECK SEMICONDUCTOR ETF
36.24%
Shares17.0K
Event2026-06-30
Filed2026-07-27
ETN
EATON CORPORATION PLC SHS
-2.68%
Shares25.7K
Event2026-06-30
Filed2026-07-27
LLY
ELI LILLY & COMPANY
7.74%
Shares9.1K
Event2026-06-30
Filed2026-07-27
ISHARES TR CORE US AGGBD ET
ISHARES TR CORE US AGGBD ET
0.10%
Shares109.5K
Event2026-06-30
Filed2026-07-27
MTZ
MASTEC INCORPORATED
-8.99%
Shares25.3K
Event2026-06-30
Filed2026-07-27
DVY
ISHARES TR SELECT DIVID ETF
4.90%
Shares66.0K
Event2026-06-30
Filed2026-07-27
GLD
SPDR GOLD SHARES
22.36%
Shares27.0K
Event2026-06-30
Filed2026-07-27
NEXTERA ENERGY INCORPORATED
NEXTERA ENERGY INCORPORATED
0.71%
Shares113.3K
Event2026-06-30
Filed2026-07-27
JNJ
JOHNSON & JOHNSON
19.65%
Shares36.9K
Event2026-06-30
Filed2026-07-27
COSTCO WHOLESALE CORPORATION NEW
COSTCO WHOLESALE CORPORATION NEW
-0.78%
Shares10.0K
Event2026-06-30
Filed2026-07-27
ABBVIE INCORPORATED
ABBVIE INCORPORATED
2.88%
Shares37.0K
Event2026-06-30
Filed2026-07-27
TPL
TEXAS PACIFIC LAND CORPORATION
-26.77%
Shares21.1K
Event2026-06-30
Filed2026-07-27
XLF
SPDR FINANCIAL SELECT SECTOR FUND
-20.29%
Shares165.8K
Event2026-06-30
Filed2026-07-27
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
5.00%
Shares16.7K
Event2026-06-30
Filed2026-07-27
MTUM
ISHARES TR MSCI USA MMENTM
-2.78%
Shares25.5K
Event2026-06-30
Filed2026-07-27
ROUNDHILL MEMORY ETF
ROUNDHILL MEMORY ETF
New
Shares118.2K
Event2026-06-30
Filed2026-07-27
VO
VANGUARD MID-CAP ETF
317.67%
Shares107.9K
Event2026-06-30
Filed2026-07-27
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
0.28%
Shares54.9K
Event2026-06-30
Filed2026-07-27
FBND
FIDELITY TOTAL BOND ETF
4.86%
Shares190.1K
Event2026-06-30
Filed2026-07-27
VUG
VANGUARD GROWTH ETF
569.72%
Shares100.1K
Event2026-06-30
Filed2026-07-27
EXXON MOBIL CORPORATION
EXXON MOBIL CORPORATION
-6.49%
Shares63.0K
Event2026-06-30
Filed2026-07-27
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND
42.79%
Shares44.7K
Event2026-06-30
Filed2026-07-27
INTC
INTEL CORPORATION
22.27%
Shares60.1K
Event2026-06-30
Filed2026-07-27
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-1.86%
Shares88.7K
Event2026-06-30
Filed2026-07-27
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
6.76%
Shares116.7K
Event2026-06-30
Filed2026-07-27
DGRO
ISHARES TR CORE DIV GRWTH
7.17%
Shares103.6K
Event2026-06-30
Filed2026-07-27
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
-4.00%
Shares16.4K
Event2026-06-30
Filed2026-07-27
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
752.65%
Shares65.3K
Event2026-06-30
Filed2026-07-27
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
4.18%
Shares105.3K
Event2026-06-30
Filed2026-07-27
PH
PARKER-HANNIFIN CORPORATION
-0.27%
Shares7.9K
Event2026-06-30
Filed2026-07-27
APPLIED MATLS INCORPORATED
APPLIED MATLS INCORPORATED
-6.23%
Shares10.5K
Event2026-06-30
Filed2026-07-27
USMV
ISHARES TR MSCI USA MIN VOL
-1.88%
Shares78.3K
Event2026-06-30
Filed2026-07-27
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
9.73%
Shares91.0K
Event2026-06-30
Filed2026-07-27
HD
HOME DEPOT INCORPORATED
-9.33%
Shares20.4K
Event2026-06-30
Filed2026-07-27
SOUTHERN COMPANY
SOUTHERN COMPANY
3.18%
Shares74.0K
Event2026-06-30
Filed2026-07-27
RWL
INVESCO S&P 500 REVENUE ETF
-0.04%
Shares55.1K
Event2026-06-30
Filed2026-07-27
NLR
VANECK URANIUM AND NUCLEAR ETF
48.99%
Shares60.6K
Event2026-06-30
Filed2026-07-27
VV
VANGUARD LARGE-CAP ETF
-0.46%
Shares20.2K
Event2026-06-30
Filed2026-07-27
SNTH
MRP SYNTHEQUITY ETF
-5.77%
Shares231.0K
Event2026-06-30
Filed2026-07-27
KO
COCA COLA COMPANY
5.21%
Shares83.9K
Event2026-06-30
Filed2026-07-27
GS
GOLDMAN SACHS GROUP INCORPORATED
-3.22%
Shares6.7K
Event2026-06-30
Filed2026-07-27
CISCO SYSTEMS INCORPORATED
CISCO SYSTEMS INCORPORATED
0.23%
Shares56.8K
Event2026-06-30
Filed2026-07-27
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
-0.58%
Shares69.8K
Event2026-06-30
Filed2026-07-27
TXN
TEXAS INSTRS INCORPORATED
-3.55%
Shares22.2K
Event2026-06-30
Filed2026-07-27
IWP
ISHARES TR RUS MD CP GR ETF
1.58%
Shares44.9K
Event2026-06-30
Filed2026-07-27
SDY
SPDR S&P DIVIDEND ETF
1.27%
Shares43.2K
Event2026-06-30
Filed2026-07-27
RTX CORPORATION
RTX CORPORATION
1.76%
Shares34.5K
Event2026-06-30
Filed2026-07-27
FPE
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
-31.81%
Shares360.9K
Event2026-06-30
Filed2026-07-27
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
8.85%
Shares48.3K
Event2026-06-30
Filed2026-07-27
IWF
ISHARES TR RUS 1000 GRW ETF
286.00%
Shares51.6K
Event2026-06-30
Filed2026-07-27
IOO
ISHARES TR GLOBAL 100 ETF
2.20%
Shares46.5K
Event2026-06-30
Filed2026-07-27
JPIE
JPMORGAN INCOME ETF
9.19%
Shares137.8K
Event2026-06-30
Filed2026-07-27
XLY
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND
75.45%
Shares54.1K
Event2026-06-30
Filed2026-07-27
IBM
INTERNATIONAL BUSINESS MACHINES
0.28%
Shares22.5K
Event2026-06-30
Filed2026-07-27
VAW
VANGUARD MATERIALS ETF
62.38%
Shares27.7K
Event2026-06-30
Filed2026-07-27
VISA INCORPORATED COM CLASS A
VISA INCORPORATED COM CLASS A
2.20%
Shares18.3K
Event2026-06-30
Filed2026-07-27
CGDV
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
5.07%
Shares126.3K
Event2026-06-30
Filed2026-07-27
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
1.81%
Shares224.9K
Event2026-06-30
Filed2026-07-27
BAC
BANK AMERICA CORPORATION
1.65%
Shares109.0K
Event2026-06-30
Filed2026-07-27
VBK
VANGUARD SMALL-CAP GROWTH ETF
2.43%
Shares16.8K
Event2026-06-30
Filed2026-07-27
BE
BLOOM ENERGY CORPORATION COM CLASS A
-11.20%
Shares19.7K
Event2026-06-30
Filed2026-07-27
LEGR
FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF
50.53%
Shares92.5K
Event2026-06-30
Filed2026-07-27
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND
-0.23%
Shares31.0K
Event2026-06-30
Filed2026-07-27
GEV
GE VERNOVA INCORPORATED
5.23%
Shares4.9K
Event2026-06-30
Filed2026-07-27
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-9.98%
Shares6.0K
Event2026-06-30
Filed2026-07-27
SPMO
INVESCO S&P 500 MOMENTUM ETF
0.98%
Shares35.0K
Event2026-06-30
Filed2026-07-27
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-16.67%
Shares61.4K
Event2026-06-30
Filed2026-07-27
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-2.30%
Shares109.4K
Event2026-06-30
Filed2026-07-27
BA
BOEING COMPANY
-0.20%
Shares25.3K
Event2026-06-30
Filed2026-07-27
EFG
ISHARES TR EAFE GRWTH ETF
1.76%
Shares43.4K
Event2026-06-30
Filed2026-07-27
GLW
CORNING INCORPORATED
94.87%
Shares21.1K
Event2026-06-30
Filed2026-07-27
CVX
CHEVRON CORPORATION NEW
-1.38%
Shares32.5K
Event2026-06-30
Filed2026-07-27
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
21.48%
Shares45.1K
Event2026-06-30
Filed2026-07-27
IYJ
ISHARES TR US INDUSTRIALS
1.77%
Shares32.1K
Event2026-06-30
Filed2026-07-27
TBIL
F/M US TREASURY 3 MONTH BILL FUND - ETF
273.52%
Shares105.7K
Event2026-06-30
Filed2026-07-27
SCHM
SCHWAB U.S. MID-CAP ETF
0.16%
Shares142.6K
Event2026-06-30
Filed2026-07-27
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
1.28%
Shares60.4K
Event2026-06-30
Filed2026-07-27
IMCG
ISHARES TR MRGSTR MD CP GRW
0.48%
Shares51.9K
Event2026-06-30
Filed2026-07-27
ADI
ANALOG DEVICES INCORPORATED
-4.19%
Shares12.7K
Event2026-06-30
Filed2026-07-27
IJH
ISHARES TR CORE S&P MCP ETF
3.90%
Shares64.9K
Event2026-06-30
Filed2026-07-27
SCHV
SCHWAB US LARGE CAP VALUE ETF
4.91%
Shares143.0K
Event2026-06-30
Filed2026-07-27
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
1.81%
Shares51.5K
Event2026-06-30
Filed2026-07-27
TT
TRANE TECHNOLOGIES PLC SHS
-0.06%
Shares10.0K
Event2026-06-30
Filed2026-07-27
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
-0.73%
Shares16.5K
Event2026-06-30
Filed2026-07-27
VZ
VERIZON COMMUNICATIONS INCORPORATED
12.61%
Shares111.8K
Event2026-06-30
Filed2026-07-27
XLE
SPDR ENERGY SELECT SECTOR FUND
-43.62%
Shares89.0K
Event2026-06-30
Filed2026-07-27
LMT
LOCKHEED MARTIN CORPORATION
6.02%
Shares9.1K
Event2026-06-30
Filed2026-07-27
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
0.68%
Shares54.6K
Event2026-06-30
Filed2026-07-27
IJR
ISHARES TR CORE S&P SCP ETF
0.76%
Shares30.4K
Event2026-06-30
Filed2026-07-27
PG
PROCTER AND GAMBLE COMPANY
-3.95%
Shares30.5K
Event2026-06-30
Filed2026-07-27
SOXX
ISHARES TR ISHARES SEMICDTR
-4.32%
Shares7.0K
Event2026-06-30
Filed2026-07-27
MRVL
MARVELL TECHNOLOGY INCORPORATED
20.35%
Shares15.0K
Event2026-06-30
Filed2026-07-27
NETFLIX INCORPORATED
NETFLIX INCORPORATED
-6.17%
Shares61.8K
Event2026-06-30
Filed2026-07-27
GD
GENERAL DYNAMICS CORPORATION
-1.08%
Shares12.4K
Event2026-06-30
Filed2026-07-27
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-0.34%
Shares36.8K
Event2026-06-30
Filed2026-07-27
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
6.56%
Shares39.0K
Event2026-06-30
Filed2026-07-27
FCOM
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
39.84%
Shares62.7K
Event2026-06-30
Filed2026-07-27
ORACLE CORPORATION
ORACLE CORPORATION
-4.09%
Shares29.6K
Event2026-06-30
Filed2026-07-27
GE
GE AEROSPACE COM NEW
6.55%
Shares11.5K
Event2026-06-30
Filed2026-07-27
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF
0.62%
Shares112.9K
Event2026-06-30
Filed2026-07-27
QQQM
INVESCO NASDAQ 100 ETF
12.47%
Shares14.1K
Event2026-06-30
Filed2026-07-27
CROWDSTRIKE HLDGS INCORPORATED CLASS A
CROWDSTRIKE HLDGS INCORPORATED CLASS A
9.68%
Shares5.5K
Event2026-06-30
Filed2026-07-27
CGGO
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
-2.51%
Shares99.0K
Event2026-06-30
Filed2026-07-27
FFLG
FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF
New
Shares120.6K
Event2026-06-30
Filed2026-07-27
QCOM
QUALCOMM INCORPORATED
4.59%
Shares22.5K
Event2026-06-30
Filed2026-07-27
CAIE
CALAMOS ETF TR AUTOCALLABLE INC
660.61%
Shares149.8K
Event2026-06-30
Filed2026-07-27
VT
VANGUARD TOTAL WORLD STOCK ETF
0.39%
Shares25.9K
Event2026-06-30
Filed2026-07-27
MRK
MERCK & COMPANY INCORPORATED
1.15%
Shares31.5K
Event2026-06-30
Filed2026-07-27
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
2.35%
Shares32.9K
Event2026-06-30
Filed2026-07-27
MKTN
FEDERATED HERMES MDT MARKET NEUTRAL ETF
17.10%
Shares152.0K
Event2026-06-30
Filed2026-07-27
MUB
ISHARES TR NATIONAL MUN ETF
-8.50%
Shares36.7K
Event2026-06-30
Filed2026-07-27
PLD
PROLOGIS INCORPORATED. REIT
3.73%
Shares28.5K
Event2026-06-30
Filed2026-07-27
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
9.39%
Shares67.1K
Event2026-06-30
Filed2026-07-27
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP INCORPORATED
5.56%
Shares9.3K
Event2026-06-30
Filed2026-07-27
BRK.A
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A
0.00%
Shares5
Event2026-06-30
Filed2026-07-27
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
8.64%
Shares70.4K
Event2026-06-30
Filed2026-07-27
MASTERCARD INCORPORATED CLASS A
MASTERCARD INCORPORATED CLASS A
0.96%
Shares7.2K
Event2026-06-30
Filed2026-07-27
LB
LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST
-29.87%
Shares46.1K
Event2026-06-30
Filed2026-07-27
DFAX
DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF
-6.18%
Shares99.1K
Event2026-06-30
Filed2026-07-27
IWM
ISHARES TR RUSSELL 2000 ETF
6.19%
Shares12.1K
Event2026-06-30
Filed2026-07-27
MICROSTRATEGY INCORPORATED CLASS A NEW
MICROSTRATEGY INCORPORATED CLASS A NEW
2.21%
Shares41.9K
Event2026-06-30
Filed2026-07-27
SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK
SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK
New
Shares21.0K
Event2026-06-30
Filed2026-07-27
ASML
ASML HOLDING N V N Y REGISTRY SHS
8.18%
Shares1.8K
Event2026-06-30
Filed2026-07-27
HEEM
ISHARES INCORPORATED CUR HD MSCI EM
1.84%
Shares79.2K
Event2026-06-30
Filed2026-07-27
MCD
MCDONALDS CORPORATION
-5.75%
Shares13.1K
Event2026-06-30
Filed2026-07-27
SGOV
ISHARES TR 0-3 MNTH TREASRY
-70.54%
Shares34.7K
Event2026-06-30
Filed2026-07-27
MGK
VANGUARD MEGA CAP GROWTH ETF
430.34%
Shares39.5K
Event2026-06-30
Filed2026-07-27
IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT
-31.14%
Shares104.2K
Event2026-06-30
Filed2026-07-27
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
0.70%
Shares26.8K
Event2026-06-30
Filed2026-07-27
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-21.65%
Shares27.0K
Event2026-06-30
Filed2026-07-27
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
33.56%
Shares41.3K
Event2026-06-30
Filed2026-07-27
MPC
MARATHON PETE CORPORATION
0.51%
Shares13.0K
Event2026-06-30
Filed2026-07-27
NFLT
VIRTUS NEWFLEET MULTI-SECTOR UNCONSTRAINED BOND ETF
4.08%
Shares143.0K
Event2026-06-30
Filed2026-07-27
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
0.68%
Shares63.3K
Event2026-06-30
Filed2026-07-27
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ET
12.27%
Shares30.4K
Event2026-06-30
Filed2026-07-27
JIVE
JPMORGAN INTL VALUE ETF
3.27%
Shares34.5K
Event2026-06-30
Filed2026-07-27
MTRN
MATERION CORPORATION
-5.35%
Shares10.6K
Event2026-06-30
Filed2026-07-27
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
-1.53%
Shares7.6K
Event2026-06-30
Filed2026-07-27
PANW
PALO ALTO NETWORKS INCORPORATED
8.14%
Shares9.2K
Event2026-06-30
Filed2026-07-27
FEDERATED HERMES ENHANCED INCOME ETF
FEDERATED HERMES ENHANCED INCOME ETF
17.31%
Shares58.4K
Event2026-06-30
Filed2026-07-27
PPA
INVESCO AEROSPACE & DEFENSE ETF
53.09%
Shares17.7K
Event2026-06-30
Filed2026-07-27
CMI
CUMMINS INCORPORATED
6.60%
Shares4.4K
Event2026-06-30
Filed2026-07-27
SCHB
SCHWAB U.S. BROAD MARKET ETF
30.12%
Shares107.4K
Event2026-06-30
Filed2026-07-27
LNG
CHENIERE ENERGY INCORPORATED COM NEW
-0.39%
Shares12.9K
Event2026-06-30
Filed2026-07-27
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
9.60%
Shares28.1K
Event2026-06-30
Filed2026-07-27
DFSV
DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE
-4.15%
Shares78.9K
Event2026-06-30
Filed2026-07-27
IGIB
ISHARES TR ISHS 5-10YR INVT
-2.34%
Shares57.5K
Event2026-06-30
Filed2026-07-27
RNST
RENASANT CORPORATION
New
Shares71.3K
Event2026-06-30
Filed2026-07-27
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
2.01%
Shares36.6K
Event2026-06-30
Filed2026-07-27
ESS
ESSEX PROPERTY TR INCORPORATED REIT
-0.52%
Shares10.2K
Event2026-06-30
Filed2026-07-27
DELL
DELL TECHNOLOGIES INCORPORATED CLASS C
-20.84%
Shares6.8K
Event2026-06-30
Filed2026-07-27
VRT
VERTIV HOLDINGS COMPANY COM CLASS A
-5.31%
Shares8.7K
Event2026-06-30
Filed2026-07-27
MNA
NYLI Merger Arbitrage ETF
3.82%
Shares80.1K
Event2026-06-30
Filed2026-07-27
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
51.72%
Shares156.7K
Event2026-06-30
Filed2026-07-27
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-12.05%
Shares13.4K
Event2026-06-30
Filed2026-07-27
IVW
ISHARES TR S&P 500 GRWT ETF
-33.99%
Shares20.7K
Event2026-06-30
Filed2026-07-27
ITOT
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF
-0.57%
Shares17.3K
Event2026-06-30
Filed2026-07-27
MAA
MID-AMER APT CMNTYS INCORPORATED REIT
-1.41%
Shares20.5K
Event2026-06-30
Filed2026-07-27
LRCX
LAM RESEARCH CORPORATION COM NEW
23.36%
Shares6.6K
Event2026-06-30
Filed2026-07-27
MO
ALTRIA GROUP INCORPORATED
13.81%
Shares39.3K
Event2026-06-30
Filed2026-07-27
PFM
INVESCO DIVIDEND ACHIEVERS ETF
3.90%
Shares50.9K
Event2026-06-30
Filed2026-07-27
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
99.96%
Shares50.1K
Event2026-06-30
Filed2026-07-27
VOE
VANGUARD MID-CAP VALUE ETF
1.25%
Shares14.2K
Event2026-06-30
Filed2026-07-27
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
2.78%
Shares57.4K
Event2026-06-30
Filed2026-07-27
FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
-42.05%
Shares46.7K
Event2026-06-30
Filed2026-07-27
AOR
ISHARES TR CORE 60/40 BALAN
0.84%
Shares40.1K
Event2026-06-30
Filed2026-07-27
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
2.15%
Shares46.7K
Event2026-06-30
Filed2026-07-27
PULS
PGIM ULTRA SHORT BOND ETF
-15.04%
Shares55.2K
Event2026-06-30
Filed2026-07-27
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-2.58%
Shares25.4K
Event2026-06-30
Filed2026-07-27
KLAC
KLA CORPORATION COM NEW
1616.86%
Shares9.0K
Event2026-06-30
Filed2026-07-27
MDYV
SPDR SERIES TRUST STATE STREET SPDR S&P 400 MID CAP VALUE ETF
4.20%
Shares28.3K
Event2026-06-30
Filed2026-07-27
JOHNSON CONTROLS INTERNATIONAL PLC SHS
JOHNSON CONTROLS INTERNATIONAL PLC SHS
2.75%
Shares18.3K
Event2026-06-30
Filed2026-07-27
FEOE
FIRST EAGLE OVERSEAS EQUITY ETF
55.68%
Shares49.5K
Event2026-06-30
Filed2026-07-27
BITX
2X BITCOIN STRATEGY ETF
5.81%
Shares255.0K
Event2026-06-30
Filed2026-07-27
STT
STATE STR CORPORATION
4.43%
Shares15.5K
Event2026-06-30
Filed2026-07-27
VBR
VANGUARD SMALL-CAP VALUE ETF
6.29%
Shares10.5K
Event2026-06-30
Filed2026-07-27
ISHARES TR CORE MSCI EAFE
ISHARES TR CORE MSCI EAFE
-1.88%
Shares26.3K
Event2026-06-30
Filed2026-07-27
HUM
HUMANA INCORPORATED
1.71%
Shares6.4K
Event2026-06-30
Filed2026-07-27
ELV
ELEVANCE HEALTH INCORPORATED
-7.38%
Shares6.5K
Event2026-06-30
Filed2026-07-27
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-33.76%
Shares43.3K
Event2026-06-30
Filed2026-07-27
CHUBB LIMITED
CHUBB LIMITED
-8.42%
Shares7.4K
Event2026-06-30
Filed2026-07-27
TLTW
ISHARES 20 YEAR TREASURY BOND ETF
21.63%
Shares112.4K
Event2026-06-30
Filed2026-07-27
USFR
WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND
-23.67%
Shares49.8K
Event2026-06-30
Filed2026-07-27
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
1.88%
Shares54.3K
Event2026-06-30
Filed2026-07-27
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
240.55%
Shares36.0K
Event2026-06-30
Filed2026-07-27
CME
CME GROUP INCORPORATED
-1.92%
Shares10.7K
Event2026-06-30
Filed2026-07-27
IWD
ISHARES TR RUS 1000 VAL ETF
-0.12%
Shares9.7K
Event2026-06-30
Filed2026-07-27
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
7.31%
Shares12.8K
Event2026-06-30
Filed2026-07-27
WFC
WELLS FARGO COMPANY NEW
4.39%
Shares28.0K
Event2026-06-30
Filed2026-07-27
AMGN
AMGEN INCORPORATED
25.27%
Shares6.4K
Event2026-06-30
Filed2026-07-27
ARK ETF TRUST INNOVATION ETF
ARK ETF TRUST INNOVATION ETF
-0.05%
Shares28.5K
Event2026-06-30
Filed2026-07-27
XBI
SPDR S&P BIOTECH ETF
41.79%
Shares14.4K
Event2026-06-30
Filed2026-07-27
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
5.77%
Shares16.6K
Event2026-06-30
Filed2026-07-27
SDIV
GLOBAL X SUPERDIVIDEND ETF
-20.69%
Shares92.4K
Event2026-06-30
Filed2026-07-27
TJX
TJX COMPANIES INCORPORATED NEW
7.61%
Shares14.8K
Event2026-06-30
Filed2026-07-27
UTES
VIRTUS REAVES UTILITIES ETF
20.52%
Shares27.2K
Event2026-06-30
Filed2026-07-27
DE
DEERE & COMPANY
0.40%
Shares3.5K
Event2026-06-30
Filed2026-07-27
FTHI
FIRST TRUST BUYWRITE INCOME ETF
20.88%
Shares92.8K
Event2026-06-30
Filed2026-07-27
IUSG
ISHARES TR CORE S&P US GWT
-0.20%
Shares11.7K
Event2026-06-30
Filed2026-07-27
LOW
LOWES COMPANIES INCORPORATED
-5.31%
Shares10.0K
Event2026-06-30
Filed2026-07-27
XLI
SPDR INDUSTRIAL SELECT SECTOR FUND
-14.61%
Shares11.8K
Event2026-06-30
Filed2026-07-27
C
CITIGROUP INCORPORATED COM NEW
-0.53%
Shares15.6K
Event2026-06-30
Filed2026-07-27
BINC
iShares Flexible Income Active ETF
8.77%
Shares41.7K
Event2026-06-30
Filed2026-07-27
MS
MORGAN STANLEY COM NEW
-17.08%
Shares10.4K
Event2026-06-30
Filed2026-07-27
FREEPORT-MCMORAN INCORPORATED CLASS B
FREEPORT-MCMORAN INCORPORATED CLASS B
-4.98%
Shares34.4K
Event2026-06-30
Filed2026-07-27
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
-1.44%
Shares38.2K
Event2026-06-30
Filed2026-07-27
GPIQ
GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF
-0.70%
Shares36.4K
Event2026-06-30
Filed2026-07-27
VOOG
VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS
437.27%
Shares26.1K
Event2026-06-30
Filed2026-07-27
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
-0.37%
Shares22.9K
Event2026-06-30
Filed2026-07-27
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-4.66%
Shares19.0K
Event2026-06-30
Filed2026-07-27
HDV
ISHARES TR CORE HIGH DV ETF
393.22%
Shares78.0K
Event2026-06-30
Filed2026-07-27
LHX
L3HARRIS TECHNOLOGIES INCORPORATED
1.22%
Shares7.3K
Event2026-06-30
Filed2026-07-27
PEP
PEPSICO INCORPORATED
3.86%
Shares15.7K
Event2026-06-30
Filed2026-07-27
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
7.54%
Shares49.0K
Event2026-06-30
Filed2026-07-27
VHT
VANGUARD HEALTH CARE ETF
-4.19%
Shares7.0K
Event2026-06-30
Filed2026-07-27
WTMF
WISDOMTREE MANAGED FUTURES STRATEGY FUND
6.57%
Shares51.2K
Event2026-06-30
Filed2026-07-27
BMY
BRISTOL-MYERS SQUIBB COMPANY
1.11%
Shares35.9K
Event2026-06-30
Filed2026-07-27
SPYI
NEOS S&P 500 HIGH INCOME ETF
35.02%
Shares38.4K
Event2026-06-30
Filed2026-07-27
SCHH
SCHWAB U.S. REIT ETF
11.47%
Shares85.5K
Event2026-06-30
Filed2026-07-27
BTC
GRAYSCALE BITCOIN MINI TR ETF SHS NEW
0.46%
Shares77.2K
Event2026-06-30
Filed2026-07-27
QUAL
ISHARES TR MSCI USA QLT FCT
-19.77%
Shares9.1K
Event2026-06-30
Filed2026-07-27
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
-4.09%
Shares25.2K
Event2026-06-30
Filed2026-07-27
T
AT&T INCORPORATED
15.62%
Shares96.2K
Event2026-06-30
Filed2026-07-27
IAU
ISHARES GOLD TR ISHARES NEW
-11.69%
Shares26.2K
Event2026-06-30
Filed2026-07-27
UNP
UNION PAC CORPORATION
0.86%
Shares7.2K
Event2026-06-30
Filed2026-07-27
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND
68.20%
Shares5.8K
Event2026-06-30
Filed2026-07-27
VTEC
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
New
Shares19.3K
Event2026-06-30
Filed2026-07-27
HCA
HCA HEALTHCARE INCORPORATED
-0.46%
Shares4.9K
Event2026-06-30
Filed2026-07-27
PFE
PFIZER INCORPORATED
-5.50%
Shares79.9K
Event2026-06-30
Filed2026-07-27
VEGN
US VEGAN CLIMATE ETF
-3.82%
Shares23.3K
Event2026-06-30
Filed2026-07-27
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
3.54%
Shares39.4K
Event2026-06-30
Filed2026-07-27
ICF
ISHARES TR COHEN STEER REIT
-4.59%
Shares27.9K
Event2026-06-30
Filed2026-07-27
VANECK GOLD MINERS ETF
VANECK GOLD MINERS ETF
14.54%
Shares24.9K
Event2026-06-30
Filed2026-07-27
SLV
ISHARES SILVER TR ISHARES
-3.62%
Shares35.1K
Event2026-06-30
Filed2026-07-27
TDIV
FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
-0.40%
Shares16.3K
Event2026-06-30
Filed2026-07-27
FIX
COMFORT SYSTEMS USA INCORPORATED
-0.11%
Shares941
Event2026-06-30
Filed2026-07-27
COF
CAPITAL ONE FINL CORPORATION
16.71%
Shares9.3K
Event2026-06-30
Filed2026-07-27
EIPI
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
-8.32%
Shares84.8K
Event2026-06-30
Filed2026-07-27
NBIS
NEBIUS GROUP N.V. SHS CLASS A
-24.05%
Shares6.6K
Event2026-06-30
Filed2026-07-27
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
4.75%
Shares18.1K
Event2026-06-30
Filed2026-07-27
VONV
VANGUARD RUSSELL 1000 VALUE ETF
3.11%
Shares17.1K
Event2026-06-30
Filed2026-07-27
IWLG
NYLI Winslow Large Cap Growth ETF
35.46%
Shares32.0K
Event2026-06-30
Filed2026-07-27
COP
CONOCOPHILLIPS
-14.00%
Shares17.4K
Event2026-06-30
Filed2026-07-27
WDC
WESTERN DIGITAL CORPORATION
-67.88%
Shares2.8K
Event2026-06-30
Filed2026-07-27
HONEYWELL INTERNATIONAL INCORPORATED
HONEYWELL INTERNATIONAL INCORPORATED
New
Shares8.0K
Event2026-06-30
Filed2026-07-27
GPC
GENUINE PARTS COMPANY
9.30%
Shares15.1K
Event2026-06-30
Filed2026-07-27
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-0.59%
Shares2.5K
Event2026-06-30
Filed2026-07-27
EMB
ISHARES TR JPMORGAN USD EMG
11.22%
Shares18.4K
Event2026-06-30
Filed2026-07-27
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
5.21%
Shares14.1K
Event2026-06-30
Filed2026-07-27
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
-70.56%
Shares19.6K
Event2026-06-30
Filed2026-07-27
HONEYWELL AEROSPACE INCORPORATED
HONEYWELL AEROSPACE INCORPORATED
New
Shares7.9K
Event2026-06-30
Filed2026-07-27
NULV
NUVEEN ESG LARGE CAP VALUE ETF
16.91%
Shares34.9K
Event2026-06-30
Filed2026-07-27
FTCE
FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF
29.23%
Shares64.2K
Event2026-06-30
Filed2026-07-27
VOT
VANGUARD MID-CAP GROWTH ETF
-0.42%
Shares5.7K
Event2026-06-30
Filed2026-07-27
DSI
ISHARES TR ESG MSCI KLD 400
8.06%
Shares12.2K
Event2026-06-30
Filed2026-07-27
NOC
NORTHROP GRUMMAN CORPORATION
3.44%
Shares3.4K
Event2026-06-30
Filed2026-07-27
SCHX
SCHWAB U.S. LARGE-CAP ETF
43.45%
Shares58.3K
Event2026-06-30
Filed2026-07-27
DRI
DARDEN RESTAURANTS INCORPORATED
-0.48%
Shares8.1K
Event2026-06-30
Filed2026-07-27
BUFR
FT VEST LADDERED BUFFER ETF
7.34%
Shares45.1K
Event2026-06-30
Filed2026-07-27
CRH
CRH PLC ORD
-12.39%
Shares15.2K
Event2026-06-30
Filed2026-07-27
COKE
COCA COLA CONS INCORPORATED
1.07%
Shares8.5K
Event2026-06-30
Filed2026-07-27
BX
BLACKSTONE INCORPORATED
4.44%
Shares13.7K
Event2026-06-30
Filed2026-07-27
EEM
ISHARES TR MSCI EMG MKT ETF
7.57%
Shares23.1K
Event2026-06-30
Filed2026-07-27
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-3.49%
Shares15.0K
Event2026-06-30
Filed2026-07-27
NULG
NUVEEN ESG LARGE CAP GROWTH ETF
2.94%
Shares13.3K
Event2026-06-30
Filed2026-07-27
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
-0.33%
Shares23.1K
Event2026-06-30
Filed2026-07-27
DIS
DISNEY WALT COMPANY
-3.98%
Shares16.0K
Event2026-06-30
Filed2026-07-27
MCK
MCKESSON CORPORATION
1.34%
Shares2.0K
Event2026-06-30
Filed2026-07-27
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
60.26%
Shares3.1K
Event2026-06-30
Filed2026-07-27
CVS
CVS HEALTH CORPORATION
-1.06%
Shares14.8K
Event2026-06-30
Filed2026-07-27
OSCR
OSCAR HEALTH INCORPORATED CLASS A
New
Shares53.8K
Event2026-06-30
Filed2026-07-27
FNDX
SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE COMPANY ETF
2.02%
Shares49.0K
Event2026-06-30
Filed2026-07-27
BPRE
BLUEROCK PVT REAL ESTATE FD
24.88%
Shares117.0K
Event2026-06-30
Filed2026-07-27
MARM
FT VEST U.S. EQUITY MAX BUFFER ETF-MARCH
-1.01%
Shares44.3K
Event2026-06-30
Filed2026-07-27
ALAB
ASTERA LABS INCORPORATED
-27.88%
Shares3.1K
Event2026-06-30
Filed2026-07-27
WELL
WELLTOWER INCORPORATED REIT
-0.62%
Shares6.6K
Event2026-06-30
Filed2026-07-27
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-1.31%
Shares29.5K
Event2026-06-30
Filed2026-07-27
DFTX
DEFINIUM THERAPEUTICS INCORPORATED COM SHS
18.25%
Shares31.4K
Event2026-06-30
Filed2026-07-27
TQQQ
PROSHARES TRUST ULTRAPRO QQQ
-7.24%
Shares18.3K
Event2026-06-30
Filed2026-07-27
SERVICENOW INCORPORATED
SERVICENOW INCORPORATED
59.41%
Shares14.9K
Event2026-06-30
Filed2026-07-27
TGT
TARGET CORPORATION
8.07%
Shares11.3K
Event2026-06-30
Filed2026-07-27
WASTE MGMT INCORPORATED DEL
WASTE MGMT INCORPORATED DEL
-41.87%
Shares6.6K
Event2026-06-30
Filed2026-07-27
SPTM
SPDR PORTFOLIO S P 1500 CMPST ST ETF
-9.57%
Shares16.1K
Event2026-06-30
Filed2026-07-27
FDVV
FIDELITY HIGH DIVIDEND ETF
12.03%
Shares24.3K
Event2026-06-30
Filed2026-07-27
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-0.25%
Shares19.4K
Event2026-06-30
Filed2026-07-27
CEG
CONSTELLATION ENERGY CORPORATION
-0.63%
Shares5.9K
Event2026-06-30
Filed2026-07-27
TFC
TRUIST FINL CORPORATION
-1.09%
Shares29.0K
Event2026-06-30
Filed2026-07-27
EFA
ISHARES TR MSCI EAFE ETF
17.29%
Shares13.9K
Event2026-06-30
Filed2026-07-27
SPDR UTILITIES SELECT SECTOR FUND
SPDR UTILITIES SELECT SECTOR FUND
6.81%
Shares31.8K
Event2026-06-30
Filed2026-07-27
OKE
ONEOK INCORPORATED NEW
3.52%
Shares16.5K
Event2026-06-30
Filed2026-07-27
KRE
SPDR S&P REGIONAL BANKING ETF
6.64%
Shares19.1K
Event2026-06-30
Filed2026-07-27
EMGF
ISHARES EMG MRKTS EQTY FACTOR ETF
-10.01%
Shares19.5K
Event2026-06-30
Filed2026-07-27
IBKR
INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A
-3.10%
Shares16.3K
Event2026-06-30
Filed2026-07-27
BIZD
VANECK BDC INCOME ETF
2.45%
Shares111.9K
Event2026-06-30
Filed2026-07-27
LQD
ISHARES TR IBOXX INV CP ETF
-4.21%
Shares12.8K
Event2026-06-30
Filed2026-07-27
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
7.87%
Shares28.9K
Event2026-06-30
Filed2026-07-27
UBER
UBER TECHNOLOGIES INCORPORATED
-3.89%
Shares19.1K
Event2026-06-30
Filed2026-07-27
ALL
ALLSTATE CORPORATION
-2.15%
Shares5.7K
Event2026-06-30
Filed2026-07-27
CRM
SALESFORCE INCORPORATED
-19.97%
Shares8.7K
Event2026-06-30
Filed2026-07-27
IGLD
FT VEST GOLD TARGET INCOME ETF
20.52%
Shares64.7K
Event2026-06-30
Filed2026-07-27
ITA
ISHARES TR US AER DEF ETF
-9.36%
Shares5.6K
Event2026-06-30
Filed2026-07-27
QUANTA SVCS INCORPORATED
QUANTA SVCS INCORPORATED
-6.82%
Shares1.9K
Event2026-06-30
Filed2026-07-27
GILD
GILEAD SCIENCES INCORPORATED
20.32%
Shares10.7K
Event2026-06-30
Filed2026-07-27
CI
THE CIGNA GROUP
-6.49%
Shares4.9K
Event2026-06-30
Filed2026-07-27
ETR
ENTERGY CORPORATION NEW
0.92%
Shares11.6K
Event2026-06-30
Filed2026-07-27
CGMM
CAPITAL GROUP US SMALL AND MID CAP ETF
72.75%
Shares40.1K
Event2026-06-30
Filed2026-07-27
AXP
AMERICAN EXPRESS COMPANY
6.19%
Shares3.9K
Event2026-06-30
Filed2026-07-27
FLOT
ISHARES TR FLTG RATE NT ETF
83.77%
Shares25.6K
Event2026-06-30
Filed2026-07-27
STEW
SRH TOTAL RETURN FUND INCORPORATED
0.00%
Shares72.8K
Event2026-06-30
Filed2026-07-27
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
11.45%
Shares13.3K
Event2026-06-30
Filed2026-07-27
VLO
VALERO ENERGY CORPORATION
-4.71%
Shares5.0K
Event2026-06-30
Filed2026-07-27
OBDC
BLUE OWL CAPITAL CORPORATION
0.87%
Shares119.1K
Event2026-06-30
Filed2026-07-27
RDIV
INVESCO S P ULTRA DIVIDEND REV ETF
0.02%
Shares22.3K
Event2026-06-30
Filed2026-07-27
SPHQ
INVESCO S&P 500 QUALITY ETF
11.41%
Shares14.3K
Event2026-06-30
Filed2026-07-27
WDIV
STATE STREET SPDR S&P GLOBAL DIVIDEND ETF
0.21%
Shares16.1K
Event2026-06-30
Filed2026-07-27
ISRG
INTUITIVE SURGICAL INCORPORATED COM NEW
-1.47%
Shares3.2K
Event2026-06-30
Filed2026-07-27
ET
ENERGY TRANSFER L P COM UT LTD PTN
2.49%
Shares66.6K
Event2026-06-30
Filed2026-07-27
VNQ
VANGUARD REAL ESTATE ETF
9.25%
Shares13.0K
Event2026-06-30
Filed2026-07-27
IDV
ISHARES TR INTL SEL DIV ETF
8.75%
Shares30.3K
Event2026-06-30
Filed2026-07-27
GATX
GATX CORPORATION
-0.39%
Shares7.1K
Event2026-06-30
Filed2026-07-27
IGSB
ISHARES TR ISHS 1-5YR INVS
0.19%
Shares23.8K
Event2026-06-30
Filed2026-07-27
ALERIAN MLP ETF
ALERIAN MLP ETF
-32.22%
Shares24.0K
Event2026-06-30
Filed2026-07-27
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
76.28%
Shares25.1K
Event2026-06-30
Filed2026-07-27
AFL
AFLAC INCORPORATED
4.36%
Shares10.6K
Event2026-06-30
Filed2026-07-27
AZO
AUTOZONE INCORPORATED
-19.88%
Shares387
Event2026-06-30
Filed2026-07-27
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
New
Shares35.1K
Event2026-06-30
Filed2026-07-27
TRAVELERS COMPANIES INCORPORATED
TRAVELERS COMPANIES INCORPORATED
14.71%
Shares3.7K
Event2026-06-30
Filed2026-07-27
ACYN
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF
New
Shares58.8K
Event2026-06-30
Filed2026-07-27
FCEL
FUELCELL ENERGY INC COMMON STOCK
New
Shares33.9K
Event2026-06-30
Filed2026-07-27
IXUS
ISHARES TR CORE MSCI TOTAL
9.36%
Shares12.8K
Event2026-06-30
Filed2026-07-27
FLCV
FEDERATED HME MDT LAR VAL ETF NAV CF
1.17%
Shares33.8K
Event2026-06-30
Filed2026-07-27
PSX
PHILLIPS 66
7.40%
Shares7.1K
Event2026-06-30
Filed2026-07-27
CGGE
CAPITAL GROUP GLOBAL EQUITY ETF
-0.26%
Shares34.0K
Event2026-06-30
Filed2026-07-27
DYNF
BLACKROCK ETF TRUST ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF
-15.14%
Shares17.1K
Event2026-06-30
Filed2026-07-27
WAB
WABTEC
1.20%
Shares4.3K
Event2026-06-30
Filed2026-07-27
BBUS
J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS US EQUITY ETF
-12.96%
Shares8.6K
Event2026-06-30
Filed2026-07-27
XYLD
GLOBAL X S&P 500 COVERED CALL ETF
1.30%
Shares28.3K
Event2026-06-30
Filed2026-07-27
SHOP
SHOPIFY INCORPORATED CLASS A SUB VTG SHS
-11.10%
Shares10.1K
Event2026-06-30
Filed2026-07-27
XMMO
INVESCO S & P MIDCAP MOMENTUM ETF
-11.26%
Shares6.8K
Event2026-06-30
Filed2026-07-27
IUSB
ISHARES TR CORE TOTAL USD
-12.11%
Shares24.5K
Event2026-06-30
Filed2026-07-27
FDEC
FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQI BUFFER ETF DECEMBER
0.00%
Shares20.8K
Event2026-06-30
Filed2026-07-27
BND
VANGUARD TOTAL BOND MARKET ETF
32.27%
Shares15.3K
Event2026-06-30
Filed2026-07-27
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
-7.58%
Shares18.1K
Event2026-06-30
Filed2026-07-27
EQWL
INVESCO EXCHANGE TRADED FD TR INVESCO S&P 100 EQUAL WEIGHT ETF
-11.58%
Shares8.7K
Event2026-06-30
Filed2026-07-27
ANET
ARISTA NETWORKS INCORPORATED COM SHS
-30.05%
Shares6.6K
Event2026-06-30
Filed2026-07-27
EMR
EMERSON ELEC COMPANY
2.33%
Shares7.7K
Event2026-06-30
Filed2026-07-27
NBXG
NEUBERGER NEXT GENERATION COMMON STOCK
37.79%
Shares66.7K
Event2026-06-30
Filed2026-07-27
BLK
BLACKROCK INCORPORATED
-3.05%
Shares1.1K
Event2026-06-30
Filed2026-07-27
CLOUDFLARE INCORPORATED CLASS A COM
CLOUDFLARE INCORPORATED CLASS A COM
12.60%
Shares4.5K
Event2026-06-30
Filed2026-07-27
CLS
CELESTICA INCORPORATED
35.25%
Shares3.0K
Event2026-06-30
Filed2026-07-27
FSK
FS KKR CAP CORPORATION
-0.30%
Shares104.3K
Event2026-06-30
Filed2026-07-27
GNRC
GENERAC HLDGS INCORPORATED
-6.33%
Shares3.7K
Event2026-06-30
Filed2026-07-27
AIO
VIRTUS ARTIFICIAL INTELL
-1.43%
Shares38.9K
Event2026-06-30
Filed2026-07-27
MGV
VANGUARD MEGA CAP VALUE ETF CRSP U S MEGA CAP VALUE INDEX
6.26%
Shares6.7K
Event2026-06-30
Filed2026-07-27
WPM
WHEATON PRECIOUS METALS CORPORATION
0.63%
Shares9.7K
Event2026-06-30
Filed2026-07-27
IWMI
NEOS RUSSELL 2000 HIGH INCOME ETF
70.90%
Shares20.3K
Event2026-06-30
Filed2026-07-27
ABT
ABBOTT LABS
2.09%
Shares11.8K
Event2026-06-30
Filed2026-07-27
BDJ
BLACKROCK ENHANCED EQUITY DIVI
-1.08%
Shares111.6K
Event2026-06-30
Filed2026-07-27
PUSH
PGIM ULTRA SHORT MUNICIPAL BOND ETF
23.93%
Shares21.1K
Event2026-06-30
Filed2026-07-27
SBUX
STARBUCKS CORPORATION
2.18%
Shares10.4K
Event2026-06-30
Filed2026-07-27
FDX
FEDEX CORPORATION
0.82%
Shares3.3K
Event2026-06-30
Filed2026-07-27
NUE
NUCOR CORPORATION
30.70%
Shares4.7K
Event2026-06-30
Filed2026-07-27
MBSF
REGAN FLTG RATE MBS ETF VALUED ADVISERS TR
168.68%
Shares40.3K
Event2026-06-30
Filed2026-07-27
XSD
SPDR S&P SEMICONDUCTOR ETF
8.91%
Shares1.6K
Event2026-06-30
Filed2026-07-27
CGBL
CAPITAL GROUP CORE BALANCED ETF
10.58%
Shares27.0K
Event2026-06-30
Filed2026-07-27
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
54.76%
Shares4.1K
Event2026-06-30
Filed2026-07-27
VWO
VANGUARD FTSE EMERGING MARKETS ETF
17.56%
Shares17.1K
Event2026-06-30
Filed2026-07-27
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
9.27%
Shares43.3K
Event2026-06-30
Filed2026-07-27
WMB
WILLIAMS COMPANIES INCORPORATED
-6.99%
Shares13.5K
Event2026-06-30
Filed2026-07-27
STCE
SCHWAB CRYPTO THEMATIC ETF
20.84%
Shares14.3K
Event2026-06-30
Filed2026-07-27
KBWD
INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF
-23.90%
Shares80.5K
Event2026-06-30
Filed2026-07-27
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
0.00%
Shares19.7K
Event2026-06-30
Filed2026-07-27
SCHZ
SCHWAB US AGGREGATE BOND ETF
75.63%
Shares43.0K
Event2026-06-30
Filed2026-07-27
APPLOVIN CORPORATION COM CLASS A
APPLOVIN CORPORATION COM CLASS A
-10.67%
Shares1.9K
Event2026-06-30
Filed2026-07-27
SCHW
SCHWAB CHARLES CORPORATION
9.56%
Shares10.7K
Event2026-06-30
Filed2026-07-27
JBL
JABIL INCORPORATED
-8.89%
Shares2.6K
Event2026-06-30
Filed2026-07-27
USA
LIBERTY ALL STAR EQUITY FD SH BEN INT
134.46%
Shares169.2K
Event2026-06-30
Filed2026-07-27
ZMAY
INNOVATOR ETFS TRUST EQUITY DEFINED P
18.04%
Shares36.9K
Event2026-06-30
Filed2026-07-27
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
2.37%
Shares12.6K
Event2026-06-30
Filed2026-07-27
GEO
GEO GROUP INCORPORATED NEW
New
Shares32.0K
Event2026-06-30
Filed2026-07-27
TJUL
INNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY
-1.48%
Shares31.3K
Event2026-06-30
Filed2026-07-27
HYG
ISHARES TR IBOXX HI YD ETF
-8.25%
Shares11.8K
Event2026-06-30
Filed2026-07-27
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
31.72%
Shares16.5K
Event2026-06-30
Filed2026-07-27
DOMINION ENERGY INCORPORATED
DOMINION ENERGY INCORPORATED
23.48%
Shares13.8K
Event2026-06-30
Filed2026-07-27
SYY
SYSCO CORPORATION
1.87%
Shares11.2K
Event2026-06-30
Filed2026-07-27
ASTRAZENECA PLC ORD
ASTRAZENECA PLC ORD
-6.54%
Shares4.9K
Event2026-06-30
Filed2026-07-27
APH
AMPHENOL CORPORATION NEW CLASS A
2.47%
Shares5.3K
Event2026-06-30
Filed2026-07-27
ENB
ENBRIDGE INCORPORATED
10.39%
Shares17.0K
Event2026-06-30
Filed2026-07-27
KEY
KEYCORP
24.01%
Shares40.0K
Event2026-06-30
Filed2026-07-27
OEF
ISHARES TR S&P 100 ETF
-5.92%
Shares2.5K
Event2026-06-30
Filed2026-07-27
CSX
CSX CORPORATION
37.11%
Shares19.1K
Event2026-06-30
Filed2026-07-27
ORLY
OREILLY AUTOMOTIVE INCORPORATED
-2.21%
Shares9.9K
Event2026-06-30
Filed2026-07-27
MAS
MASCO CORPORATION
1.24%
Shares11.1K
Event2026-06-30
Filed2026-07-27
IVE
ISHARES TR S&P 500 VAL ETF
-12.85%
Shares4.0K
Event2026-06-30
Filed2026-07-27
XLV
SPDR HEALTH CARE SELECT
8.28%
Shares5.7K
Event2026-06-30
Filed2026-07-27
FAPR
FT VEST U.S. EQUITY BUFFER ETF - APRIL
140.24%
Shares19.2K
Event2026-06-30
Filed2026-07-27
DDFS
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF
-1.17%
Shares40.7K
Event2026-06-30
Filed2026-07-27
VST
VISTRA CORPORATION
-1.68%
Shares5.6K
Event2026-06-30
Filed2026-07-27
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
0.16%
Shares8.7K
Event2026-06-30
Filed2026-07-27
HOOD
ROBINHOOD MKTS INCORPORATED COM CLASS A
48.30%
Shares8.9K
Event2026-06-30
Filed2026-07-27
PNC
PNC FINL SVCS GROUP INCORPORATED
-2.36%
Shares3.6K
Event2026-06-30
Filed2026-07-27
3M COMPANY
3M COMPANY
-5.93%
Shares5.4K
Event2026-06-30
Filed2026-07-27
IGRO
ISHARES TR INTL DIVID GROWTH ETF
4.74%
Shares9.9K
Event2026-06-30
Filed2026-07-27
COIN
COINBASE GLOBAL INCORPORATED COM CLASS A
16.00%
Shares6.0K
Event2026-06-30
Filed2026-07-27
OXY
OCCIDENTAL PETE CORPORATION
-7.18%
Shares17.8K
Event2026-06-30
Filed2026-07-27
FEZ
SPDR EURO STOXX 50 ETF
-1.21%
Shares12.5K
Event2026-06-30
Filed2026-07-27
USB
US BANCORP DEL COM NEW
1.26%
Shares14.2K
Event2026-06-30
Filed2026-07-27
FR
FIRST INDL RLTY TR INCORPORATED REIT
0.01%
Shares13.9K
Event2026-06-30
Filed2026-07-27
CM
CANADIAN IMPERIAL BK COMM
0.24%
Shares7.4K
Event2026-06-30
Filed2026-07-27
TECL
DIREXION DAILY TECHNO BULL 3X ETF
-3.21%
Shares3.7K
Event2026-06-30
Filed2026-07-27
IAUI
NEOS GOLD HIGH INCOME ETF
74.31%
Shares17.5K
Event2026-06-30
Filed2026-07-27
IR
INGERSOLL RAND INCORPORATED
0.26%
Shares10.3K
Event2026-06-30
Filed2026-07-27
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
6.50%
Shares4.9K
Event2026-06-30
Filed2026-07-27
IWS
ISHARES TR RUS MDCP VAL ETF
-3.31%
Shares5.1K
Event2026-06-30
Filed2026-07-27
PDCC
PEARL DIVER CREDIT CO IN
-0.88%
Shares84.2K
Event2026-06-30
Filed2026-07-27
EFV
ISHARES TR EAFE VALUE ETF
-26.35%
Shares11.0K
Event2026-06-30
Filed2026-07-27
RF
REGIONS FINANCIAL CORPORATION NEW
2.41%
Shares27.6K
Event2026-06-30
Filed2026-07-27
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-18.34%
Shares13.7K
Event2026-06-30
Filed2026-07-27
XCLR
GLOBAL X FUNDS S&P 500 COLLAR 95-110 ETF
-19.65%
Shares29.9K
Event2026-06-30
Filed2026-07-27
SLB
SCHLUMBERGER LIMITED COM STK
-2.17%
Shares17.7K
Event2026-06-30
Filed2026-07-27
DVN
DEVON ENERGY CORPORATION NEW
10.36%
Shares19.9K
Event2026-06-30
Filed2026-07-27
PEY
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
-7.76%
Shares35.4K
Event2026-06-30
Filed2026-07-27
IWR
ISHARES TR RUS MID CAP ETF
-0.36%
Shares7.4K
Event2026-06-30
Filed2026-07-27
ECL
ECOLAB INCORPORATED
121.11%
Shares2.9K
Event2026-06-30
Filed2026-07-27
GPIX
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
80.35%
Shares14.7K
Event2026-06-30
Filed2026-07-27
JAAA
JANUS HENDERSON AAA CLO ETF
-3.55%
Shares16.1K
Event2026-06-30
Filed2026-07-27
O
REALTY INCOME CORPORATION REIT
10.16%
Shares13.1K
Event2026-06-30
Filed2026-07-27
DGX
QUEST DIAGNOSTICS INCORPORATED
-1.16%
Shares3.8K
Event2026-06-30
Filed2026-07-27
MXL
MAXLINEAR INC
New
Shares6.3K
Event2026-06-30
Filed2026-07-27
EPD
ENTERPRISE PRODUCTS PARTNERS L P
-3.39%
Shares21.8K
Event2026-06-30
Filed2026-07-27
FAI
FIRST TRUST BLMRG ARTIF INTEL ETF
0.09%
Shares14.8K
Event2026-06-30
Filed2026-07-27
FN
FABRINET SHS
128.04%
Shares1.4K
Event2026-06-30
Filed2026-07-27
MPWR
MONOLITHIC PWR SYSTEMS INCORPORATED
1.23%
Shares576
Event2026-06-30
Filed2026-07-27
TLN
TALEN ENERGY CORPORATION
29.83%
Shares2.1K
Event2026-06-30
Filed2026-07-27
ETHA
ISHARES ETHEREUM TR SHS
-14.31%
Shares66.6K
Event2026-06-30
Filed2026-07-27
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
-1.25%
Shares18.2K
Event2026-06-30
Filed2026-07-27
KMB
KIMBERLY-CLARK CORPORATION
11.49%
Shares7.2K
Event2026-06-30
Filed2026-07-27
LIN
LINDE PLC SHS
2.70%
Shares1.5K
Event2026-06-30
Filed2026-07-27
FLCG
FEDERATED HME MDT LAR GRW ETF NAV CF
7.75%
Shares23.6K
Event2026-06-30
Filed2026-07-27
CRWV
COREWEAVE INCORPORATED COM CLASS A
-44.35%
Shares7.9K
Event2026-06-30
Filed2026-07-27
MGC
VANGUARD MEGA CAP INDEX FUND ETF SHARES
0.88%
Shares2.9K
Event2026-06-30
Filed2026-07-27
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
-5.20%
Shares2.8K
Event2026-06-30
Filed2026-07-27
FNDC
SCHWAB FUNDTL INTRNL SML EQT ETF
5.24%
Shares16.1K
Event2026-06-30
Filed2026-07-27
RIOT
RIOT PLATFORMS INCORPORATED
0.00%
Shares28.5K
Event2026-06-30
Filed2026-07-27
IJS
ISHARES TR SP SMCP600VL ETF
4.46%
Shares5.7K
Event2026-06-30
Filed2026-07-27
AGNC INVT CORPORATION REIT
AGNC INVT CORPORATION REIT
7.80%
Shares71.4K
Event2026-06-30
Filed2026-07-27
IHI
ISHARES TR U.S. MED DVC ETF
20.38%
Shares15.7K
Event2026-06-30
Filed2026-07-27
FAUG
FT VEST U.S. EQUITY BUFFER ETF - AUGUST
0.00%
Shares13.7K
Event2026-06-30
Filed2026-07-27
SCI
SERVICE CORPORATION INTERNATIONAL
New
Shares10.1K
Event2026-06-30
Filed2026-07-27
DY
DYCOM INDUSTRIES INCORPORATED
50.69%
Shares1.5K
Event2026-06-30
Filed2026-07-27
CORTEVA INCORPORATED
CORTEVA INCORPORATED
-0.59%
Shares9.1K
Event2026-06-30
Filed2026-07-27
IGM
ISHARES TR EXPND TEC SC ETF
-0.17%
Shares4.7K
Event2026-06-30
Filed2026-07-27
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
1.80%
Shares15.1K
Event2026-06-30
Filed2026-07-27
FSEP
FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER
-12.14%
Shares13.8K
Event2026-06-30
Filed2026-07-27
GUARDANT HEALTH INC COMMON STOCK
GUARDANT HEALTH INC COMMON STOCK
New
Shares5.0K
Event2026-06-30
Filed2026-07-27
QTUM
DEFIANCE QUANTUM ETF
9.22%
Shares4.5K
Event2026-06-30
Filed2026-07-27
EMO
CLEARBRIDGE ENERGY MIDSTRM OPP
0.00%
Shares15.0K
Event2026-06-30
Filed2026-07-27
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
80.27%
Shares27.0K
Event2026-06-30
Filed2026-07-27
FMAY
FT VEST U.S. EQUITY BUFFER ETF - MAY
17.90%
Shares13.2K
Event2026-06-30
Filed2026-07-27
DLR
DIGITAL RLTY TR INCORPORATED REIT
-0.20%
Shares4.1K
Event2026-06-30
Filed2026-07-27
BMNR
BITMINE IMMERSION TECNOLOGIES COM NEW
3.85%
Shares54.7K
Event2026-06-30
Filed2026-07-27
VFH
VANGUARD FINANCIALS ETF
17.10%
Shares5.5K
Event2026-06-30
Filed2026-07-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
KINGSWOOD WEALTH ADVISORS, LLC Institutional Holdings, Portfolio & P&L — TradeFomo