Sponsored
The Analysis of LEAVELL INVESTMENT MANAGEMENT, INC.'s Holdings & P&L
Currently, LEAVELL INVESTMENT MANAGEMENT, INC. holds 633 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in VO (+564.6K shares, valued at $45.5M), MGK (+495.6K shares, valued at $43.6M), VGT (+101.9K shares, valued at $12.2M); decreased their positions in NVDA (-13.6K shares, valued at $2.7M), UBER (-17.1K shares, valued at $1.2M), DAX (-26.3K shares, valued at $1.2M); initiated new positions in N/A (+13.8K shares, valued at $3.1M), MSLC (+15.0K shares, valued at $883.0K), BAI (+10.6K shares, valued at $560.7K).
1M P&L
+9.3M+0.38%
3M P&L
+84.4M+3.57%
HY P&L
-259.3M-9.58%
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/A1.5B
58.8%
2Semiconductors210.0M
8.5%
3Consumer Electronics70.6M
2.8%
Top Industries by Stock Count
1N/A263 stocks
45.8%
2Specialty Industrial Machinery13 stocks
2.3%
3Semiconductors9 stocks
1.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Vanguard Total US Stock Mkt ETF Vanguard Total US Stock Mkt ETF41.8K shares-0.41%2026-06-302026-07-21
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Palantir Technologies In Class A Palantir Technologies In Class A66.1K shares4.76%2026-06-302026-07-21
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iShares Core U.S. Aggregate Bond ETF iShares Core U.S. Aggregate Bond ETF31.5K shares-1.09%2026-06-302026-07-21
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Aberdeen STD Physical Swiss Gold SHS ETF Aberdeen STD Physical Swiss Gold SHS ETF32.7K shares16.03%2026-06-302026-07-21
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DuPont De Nemours Inc Com Usd0.01 (R/S) DuPont De Nemours Inc Com Usd0.01 (R/S)2.7K sharesnew addition2026-06-302026-07-21
NVDA
-1.53%Nvidia Corp Com
Shares874.0K
Event2026-06-30
Filed2026-07-21
MGC
0.58%Vanguard Mega Cap ETF
Shares507.3K
Event2026-06-30
Filed2026-07-21
AAPL
1.12%Apple Inc
Shares244.0K
Event2026-06-30
Filed2026-07-21
VO
291.93%Vanguard Mid Cap ETF
Shares758.0K
Event2026-06-30
Filed2026-07-21
MGK
392.41%Vanguard Mega Growth ETF
Shares621.9K
Event2026-06-30
Filed2026-07-21
VOO
4.05%Vanguard S&P 500 ETF
Shares70.7K
Event2026-06-30
Filed2026-07-21
VEA
4.60%Vanguard FTSE Developed ETF
Shares609.0K
Event2026-06-30
Filed2026-07-21
FNDF
4.04%Schwab Fundamental Inl Large Com ETF
Shares763.8K
Event2026-06-30
Filed2026-07-21
VV
-0.04%Vanguard Large-Cap Index Fund ETF Shares
Shares110.0K
Event2026-06-30
Filed2026-07-21
GOOG
3.13%Alphabet Inc Class C Cap STK
Shares98.9K
Event2026-06-30
Filed2026-07-21
IGSB
10.14%iShares 1-5 Investment Grade Corp ETF
Shares663.6K
Event2026-06-30
Filed2026-07-21
SCHO
4.13%Schwab Short U.S. Treasury ETF
Shares1.4M
Event2026-06-30
Filed2026-07-21
VB
-0.67%Vanguard Small Cap ETF
Shares110.7K
Event2026-06-30
Filed2026-07-21
MSFT
-0.25%Microsoft Corp
Shares87.3K
Event2026-06-30
Filed2026-07-21
JPMorgan Chase & Co
1.51%JPMorgan Chase & Co
Shares92.1K
Event2026-06-30
Filed2026-07-21
SCHF
-1.77%SCHW Intl Eq ETF
Shares1.1M
Event2026-06-30
Filed2026-07-21
MGV
3.58%Vanguard Mega Value ETF
Shares182.4K
Event2026-06-30
Filed2026-07-21
IAU
9.27%iShares Gold Trust
Shares353.6K
Event2026-06-30
Filed2026-07-21
AMZN
5.48%Amazon Com Inc
Shares107.2K
Event2026-06-30
Filed2026-07-21
SPDR S&P 500 ETF TST.
-1.81%SPDR S&P 500 ETF TST.
Shares31.2K
Event2026-06-30
Filed2026-07-21
BND
3.85%Vanguard Total Bond ETF
Shares308.9K
Event2026-06-30
Filed2026-07-21
WMT
-0.03%Wal-Mart Stores Inc
Shares195.9K
Event2026-06-30
Filed2026-07-21
MBB
2.47%iShares TR Barclys MBS BD
Shares227.4K
Event2026-06-30
Filed2026-07-21
IJH
-2.06%iShares Core S&P Mid-Cap ETF
Shares276.5K
Event2026-06-30
Filed2026-07-21
SCHX
-1.04%Schwab US Large Cap ETF
Shares655.2K
Event2026-06-30
Filed2026-07-21
Abbvie Inc
-0.12%Abbvie Inc
Shares74.9K
Event2026-06-30
Filed2026-07-21
PHYS
3.66%Sprott Physical Gold Trust
Shares623.7K
Event2026-06-30
Filed2026-07-21
The Southern Company
1.74%The Southern Company
Shares188.8K
Event2026-06-30
Filed2026-07-21
VWO
7.90%Vanguard FTSE Emerging Markets ETF
Shares285.3K
Event2026-06-30
Filed2026-07-21
TIP
73.86%iShares TIPS Bond ETF
Shares148.5K
Event2026-06-30
Filed2026-07-21
CAT
-0.65%Caterpillar Inc
Shares15.1K
Event2026-06-30
Filed2026-07-21
STIP
39.78%iShares 0-5 Year TIPS Bond ETF
Shares154.8K
Event2026-06-30
Filed2026-07-21
HD
1.58%Home Depot Inc
Shares43.9K
Event2026-06-30
Filed2026-07-21
Vanguard Total US Stock Mkt ETF
-0.41%Vanguard Total US Stock Mkt ETF
Shares41.8K
Event2026-06-30
Filed2026-07-21
SCHB
-2.52%Schwab US Broad Mkt ETF
Shares505.1K
Event2026-06-30
Filed2026-07-21
SGOV
-5.76%iShares 0 To 3 MNTH Treasury BND ETF
Shares144.2K
Event2026-06-30
Filed2026-07-21
GOOGL
-0.58%Alphabet Inc Class A Cap STK
Shares40.5K
Event2026-06-30
Filed2026-07-21
BX
-4.29%Blackstone Group Inc
Shares122.5K
Event2026-06-30
Filed2026-07-21
BSV
4.79%Vanguard Short Term Bond ETF
Shares184.7K
Event2026-06-30
Filed2026-07-21
VGT
696.11%Vanguard Information Technology ETF
Shares116.5K
Event2026-06-30
Filed2026-07-21
VT
-2.69%Vanguard Total World Stock ETF
Shares86.8K
Event2026-06-30
Filed2026-07-21
VIG
-0.71%Vanguard DIV Appreciation ETF
Shares57.2K
Event2026-06-30
Filed2026-07-21
VOE
5.89%Vanguard Mid Cap Value ETF
Shares67.1K
Event2026-06-30
Filed2026-07-21
FNDX
10.54%Schwab Fundamental US Large Co ETF
Shares422.7K
Event2026-06-30
Filed2026-07-21
iShares Core S&P 500 ETF
1.62%iShares Core S&P 500 ETF
Shares17.2K
Event2026-06-30
Filed2026-07-21
QQQ
-2.49%Invesco QQQ Trust
Shares17.4K
Event2026-06-30
Filed2026-07-21
VPLS
10.08%Vanguard Core Plus Bond ETF
Shares165.4K
Event2026-06-30
Filed2026-07-21
MAA
-1.19%Mid-Amer Apt CMNTYS Com
Shares91.7K
Event2026-06-30
Filed2026-07-21
LRCX
0.00%Lam Research Corporation New
Shares28.4K
Event2026-06-30
Filed2026-07-21
SCHM
-0.98%Schwab US Mid Cap ETF
Shares332.1K
Event2026-06-30
Filed2026-07-21
JUST
-0.60%Goldman SCHS JST US LRG CP Eq ETF IV
Shares112.1K
Event2026-06-30
Filed2026-07-21
NBIS
-4.65%Yandex N V CL A F
Shares42.9K
Event2026-06-30
Filed2026-07-21
OKE
-0.41%Oneok Inc New
Shares136.0K
Event2026-06-30
Filed2026-07-21
Exxon Mobil Corporation
-1.46%Exxon Mobil Corporation
Shares86.4K
Event2026-06-30
Filed2026-07-21
MU
-3.52%Micron Technology Inc
Shares10.1K
Event2026-06-30
Filed2026-07-21
PSLV
8.48%Sprott Physical Silver Trust
Shares613.2K
Event2026-06-30
Filed2026-07-21
BRK.B
-1.77%Berkshire Hathaway B New
Shares23.0K
Event2026-06-30
Filed2026-07-21
Visa Inc CL A
-3.47%Visa Inc CL A
Shares33.4K
Event2026-06-30
Filed2026-07-21
IEI
-8.22%iShares 3-7 YR TR BD ETF
Shares96.8K
Event2026-06-30
Filed2026-07-21
EWY
9.48%iShares MSCI Korea ETF
Shares55.6K
Event2026-06-30
Filed2026-07-21
LLY
19.15%Lilly Eli & Company
Shares9.3K
Event2026-06-30
Filed2026-07-21
SCHD
1.85%SCH US DIV Equity ETF
Shares349.3K
Event2026-06-30
Filed2026-07-21
IDEV
10.79%iShares Core MSCI Intrl DVLP MKT ETF
Shares122.9K
Event2026-06-30
Filed2026-07-21
GL
-1.28%Globe Life Inc
Shares60.7K
Event2026-06-30
Filed2026-07-21
VMC
-5.87%Vulcan Materials Company
Shares36.7K
Event2026-06-30
Filed2026-07-21
AFL
-0.18%Aflac Inc
Shares88.1K
Event2026-06-30
Filed2026-07-21
JNJ
-0.19%Johnson & Johnson
Shares40.6K
Event2026-06-30
Filed2026-07-21
CVX
1.81%Chevron Corporation
Shares60.3K
Event2026-06-30
Filed2026-07-21
MCD
-5.17%McDonalds Corp
Shares36.2K
Event2026-06-30
Filed2026-07-21
Cisco Systems Inc
-1.28%Cisco Systems Inc
Shares82.5K
Event2026-06-30
Filed2026-07-21
GEV
-1.72%GE Vernova Inc
Shares8.2K
Event2026-06-30
Filed2026-07-21
VCSH
4.77%Vanguard Short Term Corporate ETF
Shares121.9K
Event2026-06-30
Filed2026-07-21
AGX
-4.79%Argan Inc
Shares11.9K
Event2026-06-30
Filed2026-07-21
VOT
11.57%Vanguard Mid Growth ETF
Shares30.7K
Event2026-06-30
Filed2026-07-21
RECS
12.47%Columbia Research Enhanced Core ETF
Shares213.3K
Event2026-06-30
Filed2026-07-21
Broadcom Limited
5.19%Broadcom Limited
Shares24.4K
Event2026-06-30
Filed2026-07-21
XCEM
-8.81%Columbia Em Core Ex-China ETF
Shares168.0K
Event2026-06-30
Filed2026-07-21
VXUS
3.26%Vanguard Total International Stock ETF
Shares101.5K
Event2026-06-30
Filed2026-07-21
Quanta Services Inc
1.50%Quanta Services Inc
Shares11.9K
Event2026-06-30
Filed2026-07-21
LMT
-1.75%Lockheed Martin Corp
Shares16.8K
Event2026-06-30
Filed2026-07-21
IBDR
-8.57%iShares iBonds 2026 Corp ETF
Shares351.4K
Event2026-06-30
Filed2026-07-21
DCRE
11.19%Doubleline Commercial Real Estate ETF
Shares164.1K
Event2026-06-30
Filed2026-07-21
IBDS
10.48%iShares iBonds 2027 Corp ETF
Shares346.5K
Event2026-06-30
Filed2026-07-21
FLKR
-12.19%Franklin FTSE South Korea ETF
Shares125.2K
Event2026-06-30
Filed2026-07-21
PSX
1.80%Phillips 66
Shares48.1K
Event2026-06-30
Filed2026-07-21
IEMG
25.59%iShares Core MSCI Emerging Markets ETF
Shares96.6K
Event2026-06-30
Filed2026-07-21
RSP
-0.81%Invesco S&P 500 Equal Weight ETF
Shares37.3K
Event2026-06-30
Filed2026-07-21
SFBS
0.02%Servisfirst Bancshares Com
Shares90.9K
Event2026-06-30
Filed2026-07-21
GS
5.50%Goldman Sachs Group Inc
Shares7.7K
Event2026-06-30
Filed2026-07-21
ACWI
-2.24%iShares TR MSCI Acwi Indx
Shares49.1K
Event2026-06-30
Filed2026-07-21
Palantir Technologies In Class A
4.76%Palantir Technologies In Class A
Shares66.1K
Event2026-06-30
Filed2026-07-21
RF
-2.58%Regions Financial Corp
Shares249.2K
Event2026-06-30
Filed2026-07-21
BCI
4.03%Bloomberg Commodity Index Strategy ETF
Shares338.9K
Event2026-06-30
Filed2026-07-21
SPHQ
16.48%Invesco S&P 500 Quality ETF
Shares83.7K
Event2026-06-30
Filed2026-07-21
TXN
-0.05%Texas Instruments Inc
Shares24.8K
Event2026-06-30
Filed2026-07-21
SCHZ
4.00%SCH US Agg BND ETF
Shares318.5K
Event2026-06-30
Filed2026-07-21
QUAL
-2.39%Ishars Edg MSCI USA QLTY FCTR ETF
Shares32.9K
Event2026-06-30
Filed2026-07-21
PG
-2.76%Procter & Gamble
Shares48.8K
Event2026-06-30
Filed2026-07-21
Waste Management Inc Del
-0.43%Waste Management Inc Del
Shares31.9K
Event2026-06-30
Filed2026-07-21
IBMO
7.04%iShares Ibond Dec 2026 Muni ETF
Shares273.8K
Event2026-06-30
Filed2026-07-21
IWF
282.47%iShares Russell 1000 Growth ETF
Shares54.8K
Event2026-06-30
Filed2026-07-21
IBM
-3.87%Intl Business Machines
Shares24.1K
Event2026-06-30
Filed2026-07-21
IQLT
2.83%Ishs MSCI Intl Quality Fact ETF
Shares134.1K
Event2026-06-30
Filed2026-07-21
GE
0.71%General Electric Co
Shares17.6K
Event2026-06-30
Filed2026-07-21
AMD
-4.29%Advanced Micro Device
Shares11.3K
Event2026-06-30
Filed2026-07-21
GBIL
42.67%Goldman Sachs Trsryaccs 1 YR ETF
Shares65.1K
Event2026-06-30
Filed2026-07-21
VXF
-12.15%Vanguard Extended MKT. ETF
Shares26.5K
Event2026-06-30
Filed2026-07-21
AMGN
-0.38%Amgen Incorporated
Shares17.9K
Event2026-06-30
Filed2026-07-21
VIGI
-14.09%Vanguard Intl Dividend
Shares69.3K
Event2026-06-30
Filed2026-07-21
SPMO
14.21%Invesco S&P 500 Momentum ETF
Shares40.1K
Event2026-06-30
Filed2026-07-21
Mastercard Inc
-3.24%Mastercard Inc
Shares12.6K
Event2026-06-30
Filed2026-07-21
SLV
-0.57%iShares Silver Trust
Shares120.8K
Event2026-06-30
Filed2026-07-21
Meta Platforms, Inc.
-9.00%Meta Platforms, Inc.
Shares11.5K
Event2026-06-30
Filed2026-07-21
WPM
-2.97%Wheaton Precious Metal F
Shares56.8K
Event2026-06-30
Filed2026-07-21
KO
5.64%Coca Cola Company
Shares76.2K
Event2026-06-30
Filed2026-07-21
IEF
-7.59%iShares TR Barclys 7-10 YR
Shares64.7K
Event2026-06-30
Filed2026-07-21
SHY
6.71%iShares 1-3 Year Treasury Bond ETF
Shares74.1K
Event2026-06-30
Filed2026-07-21
STLD
1.15%Steel Dynamics
Shares26.4K
Event2026-06-30
Filed2026-07-21
MDY
-0.15%SPDR S&P Midcap 400 ETF
Shares8.4K
Event2026-06-30
Filed2026-07-21
EMR
-1.57%Emerson Electric Co
Shares41.0K
Event2026-06-30
Filed2026-07-21
IBTH
9.37%iShares Ibonds 2027 Treasury ETF
Shares259.8K
Event2026-06-30
Filed2026-07-21
IBDT
11.20%iShares iBonds 2028 Corp ETF
Shares228.2K
Event2026-06-30
Filed2026-07-21
ASML
-1.23%A S M L Holding NV New F
Shares2.9K
Event2026-06-30
Filed2026-07-21
FLJP
9.20%Franklin FTSE Japan ETF
Shares143.3K
Event2026-06-30
Filed2026-07-21
VUG
483.36%Vanguard Growth
Shares66.2K
Event2026-06-30
Filed2026-07-21
CCJ
-0.09%Cameco Corp Com
Shares54.5K
Event2026-06-30
Filed2026-07-21
XLG
-3.71%Invesco S&P 500 Top 50 ETF
Shares88.3K
Event2026-06-30
Filed2026-07-21
MRK
1.44%Merck & Co Inc New
Shares41.8K
Event2026-06-30
Filed2026-07-21
IBTG
-0.46%iShares Ibonds 2026 Treasury ETF
Shares228.8K
Event2026-06-30
Filed2026-07-21
ETN
3.94%Eaton Corp PLC F
Shares12.2K
Event2026-06-30
Filed2026-07-21
SCHG
1.23%Schwab US Large Cap Growth
Shares147.1K
Event2026-06-30
Filed2026-07-21
GLW
6.96%Corning Inc
Shares19.3K
Event2026-06-30
Filed2026-07-21
GPN
-4.91%Global Payments Inc
Shares67.8K
Event2026-06-30
Filed2026-07-21
Unitedhealth Group Inc
-0.35%Unitedhealth Group Inc
Shares11.7K
Event2026-06-30
Filed2026-07-21
CME
-3.60%Cme Group
Shares22.0K
Event2026-06-30
Filed2026-07-21
GARP
29.61%iShares MSCI USA Quality Garp ETF
Shares58.7K
Event2026-06-30
Filed2026-07-21
PDO
-7.57%PIMCO Dynamic Income Opp
Shares363.1K
Event2026-06-30
Filed2026-07-21
LNG
0.00%Cheniere Energy Inc Com New
Shares20.1K
Event2026-06-30
Filed2026-07-21
Oracle Corporation
-0.54%Oracle Corporation
Shares32.5K
Event2026-06-30
Filed2026-07-21
MS
0.81%Morgan Stanley
Shares22.8K
Event2026-06-30
Filed2026-07-21
Applied Materials Inc
-5.45%Applied Materials Inc
Shares6.5K
Event2026-06-30
Filed2026-07-21
MINT
4.42%PIMCO Exch Traded Fund
Shares46.4K
Event2026-06-30
Filed2026-07-21
PNFP
-0.25%Pinnacle Finl Partners I
Shares46.3K
Event2026-06-30
Filed2026-07-21
TSLA
-15.04%Tesla Motors Inc
Shares11.1K
Event2026-06-30
Filed2026-07-21
IBMP
11.75%iShares Ibond Dec 2027 Muni ETF
Shares180.7K
Event2026-06-30
Filed2026-07-21
DUK
-0.40%Duke Energy Corp New
Shares36.0K
Event2026-06-30
Filed2026-07-21
BLOK
-5.29%Amplify Blockchain Technology ETF
Shares71.9K
Event2026-06-30
Filed2026-07-21
iShares Core MSCI EAFE ETF
0.49%iShares Core MSCI EAFE ETF
Shares46.4K
Event2026-06-30
Filed2026-07-21
Freeport- Mcmoran Inc
1.46%Freeport- Mcmoran Inc
Shares69.7K
Event2026-06-30
Filed2026-07-21
MLPX
-1.36%Global X MLP & Energy Infrastructure ETF
Shares59.1K
Event2026-06-30
Filed2026-07-21
IJR
-7.76%iShares Core S&P Small-Cap ETF
Shares28.8K
Event2026-06-30
Filed2026-07-21
IDMO
13.68%Invsc S P Internationl DVLP MNTM ETF
Shares70.4K
Event2026-06-30
Filed2026-07-21
IBTI
7.38%iShares Ibonds 2028 Treasury ETF
Shares191.1K
Event2026-06-30
Filed2026-07-21
PH
0.00%Parker Hannifin Corp Com
Shares4.3K
Event2026-06-30
Filed2026-07-21
FNDE
6.95%Schwab Funda Emg MKTS Large Com ETF
Shares104.0K
Event2026-06-30
Filed2026-07-21
IDHQ
80.74%Ivsc S&P Intl HGH QL
Shares93.4K
Event2026-06-30
Filed2026-07-21
MTZ
3.23%Mastec Inc
Shares9.6K
Event2026-06-30
Filed2026-07-21
LOW
-3.50%Lowes Companies Inc
Shares18.0K
Event2026-06-30
Filed2026-07-21
TT
-3.99%Trane Technologies PLC
Shares8.1K
Event2026-06-30
Filed2026-07-21
VGIT
0.09%Vanguard Intermediate TRM TRSRY ETF
Shares66.6K
Event2026-06-30
Filed2026-07-21
TEL
0.91%Te Connectivity PLC Ord SHS
Shares19.4K
Event2026-06-30
Filed2026-07-21
MPC
-6.18%Marathon Pete Corp
Shares15.0K
Event2026-06-30
Filed2026-07-21
SCHV
-2.71%Schwab US Large Cap Value
Shares105.9K
Event2026-06-30
Filed2026-07-21
WAT
-2.18%Waters Corp
Shares9.8K
Event2026-06-30
Filed2026-07-21
SCHA
-2.77%SCHW US Scap ETF
Shares99.6K
Event2026-06-30
Filed2026-07-21
QCOM
-10.96%Qualcomm Inc
Shares19.5K
Event2026-06-30
Filed2026-07-21
WEC
-0.88%W E C Energy Group I
Shares30.7K
Event2026-06-30
Filed2026-07-21
CL
-0.23%Colgate-Palmolive Co
Shares38.3K
Event2026-06-30
Filed2026-07-21
DE
-0.18%Deere & Co
Shares5.5K
Event2026-06-30
Filed2026-07-21
IBMQ
3.11%iShares Ibond Dec 2028 Muni ETF
Shares132.6K
Event2026-06-30
Filed2026-07-21
ICE
-6.67%Intercontinental Exchange
Shares27.3K
Event2026-06-30
Filed2026-07-21
VBR
11.69%Vanguard Small Value ETF
Shares13.7K
Event2026-06-30
Filed2026-07-21
VEU
-2.78%Vanguard FTSE All World ex US ETF
Shares39.6K
Event2026-06-30
Filed2026-07-21
SCHE
0.07%SCHW Emg MKT Eq ETF
Shares89.8K
Event2026-06-30
Filed2026-07-21
KMI
2.56%Kinder Morgan Inc
Shares98.0K
Event2026-06-30
Filed2026-07-21
BSL
-7.34%Blackstone Senior Float
Shares241.6K
Event2026-06-30
Filed2026-07-21
iShares Core U.S. Aggregate Bond ETF
-1.09%iShares Core U.S. Aggregate Bond ETF
Shares31.5K
Event2026-06-30
Filed2026-07-21
BBJP
17.12%JPMorgan Betabuilders Japan ETF
Shares40.7K
Event2026-06-30
Filed2026-07-21
Honeywell Aerospace Inc
NewHoneywell Aerospace Inc
Shares13.8K
Event2026-06-30
Filed2026-07-21
VBK
17.67%Vanguard Small Growth ETF
Shares8.0K
Event2026-06-30
Filed2026-07-21
IWM
-0.02%iShares TR Russell 2000
Shares9.8K
Event2026-06-30
Filed2026-07-21
TMO
9.87%Thermo Fisher Scientific
Shares5.8K
Event2026-06-30
Filed2026-07-21
SCHR
13.76%Schwab Strategic TR Intrm TRM Tres
Shares118.4K
Event2026-06-30
Filed2026-07-21
GD
1.41%General Dynamics Corp
Shares8.2K
Event2026-06-30
Filed2026-07-21
DIS
2.04%Disney Walt Co
Shares29.7K
Event2026-06-30
Filed2026-07-21
PEP
-4.87%Pepsico Incorporated
Shares21.3K
Event2026-06-30
Filed2026-07-21
LIN
4.78%Linde PLC SHS
Shares5.4K
Event2026-06-30
Filed2026-07-21
C
10.66%Citigroup Inc New
Shares19.8K
Event2026-06-30
Filed2026-07-21
IWL
2.22%iShares Russell Top 200 ETF
Shares14.9K
Event2026-06-30
Filed2026-07-21
UNP
12.49%Union Pacific Corp
Shares10.1K
Event2026-06-30
Filed2026-07-21
BRO
-1.63%Brown & Brown Inc Com
Shares42.8K
Event2026-06-30
Filed2026-07-21
INTC
-2.81%Intel Corp
Shares19.5K
Event2026-06-30
Filed2026-07-21
CEG
4.18%Constellation Energy Cor
Shares10.9K
Event2026-06-30
Filed2026-07-21
BIPC
36.84%Brookfield Infrastructure Corp
Shares70.3K
Event2026-06-30
Filed2026-07-21
LHX
10.86%L3harris Technologies Inc
Shares9.2K
Event2026-06-30
Filed2026-07-21
ITW
-3.09%Illinois Tool Works Inc
Shares9.8K
Event2026-06-30
Filed2026-07-21
ABT
-12.62%Abbott Laboratories
Shares28.9K
Event2026-06-30
Filed2026-07-21
IBDU
27.62%iShares iBonds 2029 Corp ETF
Shares112.9K
Event2026-06-30
Filed2026-07-21
TECH
-7.67%Bio-Techne Corp
Shares36.6K
Event2026-06-30
Filed2026-07-21
VRTX
-22.30%Vertex Pharmaceutica
Shares5.2K
Event2026-06-30
Filed2026-07-21
XMMO
36.58%Invesco S & P Midcap Momentum ETF
Shares15.0K
Event2026-06-30
Filed2026-07-21
IBTJ
-1.45%iShares Ibonds 2029 Treasury ETF
Shares117.6K
Event2026-06-30
Filed2026-07-21
ADP
-2.17%Auto Data Processing
Shares11.2K
Event2026-06-30
Filed2026-07-21
Costco WHSL Corp New
0.00%Costco WHSL Corp New
Shares2.7K
Event2026-06-30
Filed2026-07-21
DRSK
0.00%Aptus Defined Risk ETF
Shares86.0K
Event2026-06-30
Filed2026-07-21
ISTB
38.20%iShares Core 1 5 Year Usd Bond ETF
Shares51.1K
Event2026-06-30
Filed2026-07-21
EPD
-0.38%Enterprise Prd Prtnrs LP
Shares65.9K
Event2026-06-30
Filed2026-07-21
AXP
7.18%American Express Company
Shares7.1K
Event2026-06-30
Filed2026-07-21
BKNG
2314.57%Booking Holdings Inc
Shares13.4K
Event2026-06-30
Filed2026-07-21
CAH
0.00%Cardinal Health Inc
Shares10.0K
Event2026-06-30
Filed2026-07-21
VMBS
3.23%Vanguard Mortgage Backed
Shares50.7K
Event2026-06-30
Filed2026-07-21
IBMR
4.50%iShares Ibond Dec 2029 Muni ETF
Shares92.9K
Event2026-06-30
Filed2026-07-21
AJG
3.32%Gallagher Arthur J & Co
Shares10.2K
Event2026-06-30
Filed2026-07-21
GLD
4.24%SPDR Gold Trust
Shares6.3K
Event2026-06-30
Filed2026-07-21
ORI
-10.95%Old Republic Intl Corp
Shares56.9K
Event2026-06-30
Filed2026-07-21
DLR
-1.80%Digital Realty Trust
Shares12.6K
Event2026-06-30
Filed2026-07-21
Labcorp Holdings Inc
0.00%Labcorp Holdings Inc
Shares8.0K
Event2026-06-30
Filed2026-07-21
COWZ
-4.78%Pacer US Cash Cows 100 ETF
Shares35.5K
Event2026-06-30
Filed2026-07-21
WRB
0.00%W R Berkley
Shares31.0K
Event2026-06-30
Filed2026-07-21
NUE
7.37%Nucor Corp
Shares9.8K
Event2026-06-30
Filed2026-07-21
Adobe Systems Inc
-0.51%Adobe Systems Inc
Shares10.5K
Event2026-06-30
Filed2026-07-21
WWD
0.00%Woodward Inc
Shares5.0K
Event2026-06-30
Filed2026-07-21
REZ
4.78%Ishs Resi And Multi Real Estate ETF
Shares22.5K
Event2026-06-30
Filed2026-07-21
VTV
-10.93%Vanguard Value
Shares9.8K
Event2026-06-30
Filed2026-07-21
IUSB
9.14%iShares Total Usd Bond Market ETF
Shares46.0K
Event2026-06-30
Filed2026-07-21
MLM
25.54%Martin Mrta.Mats.
Shares3.7K
Event2026-06-30
Filed2026-07-21
BMY
-3.10%Bristol-Myers Squibb Co
Shares36.6K
Event2026-06-30
Filed2026-07-21
VYM
-2.37%Vanguard High Dividend Yield
Shares13.3K
Event2026-06-30
Filed2026-07-21
IWY
-4.66%iShares Russell Top 200 Growth ETF
Shares7.2K
Event2026-06-30
Filed2026-07-21
FLOT
11.94%iShares Floating Rate Bond ETF
Shares40.4K
Event2026-06-30
Filed2026-07-21
BN
-1.60%Brookfield Corp F Class A
Shares48.3K
Event2026-06-30
Filed2026-07-21
Seagate Technology HLD F
0.00%Seagate Technology HLD F
Shares2.1K
Event2026-06-30
Filed2026-07-21
IAGG
5.67%iShares Interntinl Aggrgt BND ETF
Shares39.7K
Event2026-06-30
Filed2026-07-21
VCIT
20.21%Vanguard Corp Bond ETF
Shares24.2K
Event2026-06-30
Filed2026-07-21
EMXC
39.14%iShares MSCI Emerging Ex China ETF
Shares19.4K
Event2026-06-30
Filed2026-07-21
EWZ
49.27%iShares MSCI Brazil ETF
Shares57.2K
Event2026-06-30
Filed2026-07-21
CSX
-2.87%C S X Corp
Shares41.3K
Event2026-06-30
Filed2026-07-21
ENOR
50.68%iShares MSCI Norway ETF
Shares62.4K
Event2026-06-30
Filed2026-07-21
ADI
0.70%Analog Devices Inc
Shares4.9K
Event2026-06-30
Filed2026-07-21
TLH
4.88%iShares TR Barclys 10-20YR
Shares19.1K
Event2026-06-30
Filed2026-07-21
WFC
-3.50%Wells Fargo & Co New
Shares23.1K
Event2026-06-30
Filed2026-07-21
NDAQ
-4.75%Nasdaq OMX Group
Shares23.9K
Event2026-06-30
Filed2026-07-21
KLAC
893.08%Kla-Tencor Corp Com
Shares6.2K
Event2026-06-30
Filed2026-07-21
VCR
-3.30%Vanguard Consumer Discretionary ETF
Shares4.7K
Event2026-06-30
Filed2026-07-21
Ares Management Corp Class A
-2.65%Ares Management Corp Class A
Shares16.5K
Event2026-06-30
Filed2026-07-21
IWB
4.74%iShares TR Russell 1000
Shares4.4K
Event2026-06-30
Filed2026-07-21
COP
-0.31%Conocophillips
Shares17.2K
Event2026-06-30
Filed2026-07-21
NSC
-7.45%Norfolk Southern Corp
Shares5.6K
Event2026-06-30
Filed2026-07-21
WCN
-2.83%Waste Connections Inc F
Shares10.6K
Event2026-06-30
Filed2026-07-21
BK
0.00%Bank Of NY Mellon CP New
Shares12.2K
Event2026-06-30
Filed2026-07-21
Nextera Energy Inc
1.33%Nextera Energy Inc
Shares19.6K
Event2026-06-30
Filed2026-07-21
ARW
-0.14%Arrow Electronics
Shares8.0K
Event2026-06-30
Filed2026-07-21
VZ
-1.24%Verizon Communications
Shares40.3K
Event2026-06-30
Filed2026-07-21
PKG
0.00%Pack.Corp.Of Am.
Shares7.0K
Event2026-06-30
Filed2026-07-21
CELH
-1.72%Celsius HLDGS Inc
Shares57.2K
Event2026-06-30
Filed2026-07-21
PM
-6.22%Philip Morris Intl Inc
Shares9.1K
Event2026-06-30
Filed2026-07-21
CSM
-1.68%ProShares Large Cap Core Plus
Shares19.4K
Event2026-06-30
Filed2026-07-21
Corteva Inc
-2.32%Corteva Inc
Shares19.3K
Event2026-06-30
Filed2026-07-21
ONEY
-11.27%SPDR Russell 1000 Yield Focus ETF
Shares12.6K
Event2026-06-30
Filed2026-07-21
GEHC
-31.48%GE Healthcare Technologi
Shares25.0K
Event2026-06-30
Filed2026-07-21
VNQ
-0.08%Vanguard REIT Index ETF
Shares16.6K
Event2026-06-30
Filed2026-07-21
MO
-5.47%Altria Group Inc
Shares21.9K
Event2026-06-30
Filed2026-07-21
FAST
-1.20%Fastenal Co
Shares33.0K
Event2026-06-30
Filed2026-07-21
BSCR
-2.77%Invesco Bulletshares 2027 Corporate Bond ETF
Shares80.1K
Event2026-06-30
Filed2026-07-21
POWL
183.26%Powell Industries
Shares5.4K
Event2026-06-30
Filed2026-07-21
BNT
-2.38%Brookfield Wealth Solu F
Shares35.9K
Event2026-06-30
Filed2026-07-21
PANW
-0.04%Palo Alto Networks
Shares4.5K
Event2026-06-30
Filed2026-07-21
IDV
31.94%iShares International Sel DIV ETF
Shares36.5K
Event2026-06-30
Filed2026-07-21
PAVE
81.13%Global X U.S. Infrastructure Develop
Shares25.6K
Event2026-06-30
Filed2026-07-21
CRSP
9.57%Crispr Therapeutics F
Shares26.9K
Event2026-06-30
Filed2026-07-21
SHEL
-0.15%Shell PLC
Shares18.5K
Event2026-06-30
Filed2026-07-21
Aerovironment Inc
-2.26%Aerovironment Inc
Shares8.7K
Event2026-06-30
Filed2026-07-21
ED
-0.37%Consolidated Edison Inc
Shares12.8K
Event2026-06-30
Filed2026-07-21
GSIE
0.00%Goldman Sachs Actvbt Intereqy ETF
Shares30.5K
Event2026-06-30
Filed2026-07-21
IGE
35.17%iShares North American Natural Resources ETF
Shares24.8K
Event2026-06-30
Filed2026-07-21
BSCQ
-12.96%Invesco Bulletshares 2026 Corporate Bond ETF
Shares70.1K
Event2026-06-30
Filed2026-07-21
IBTK
35.89%iShares Ibonds Dec 2030 TRM TRSY ETF
Shares69.8K
Event2026-06-30
Filed2026-07-21
BAC
7.96%Bank Of America Corp
Shares23.9K
Event2026-06-30
Filed2026-07-21
BBVA
-33.21%Banco Bilbao Argen ADR F
Shares54.1K
Event2026-06-30
Filed2026-07-21
NEAR
3.97%BlackRock Short Duratn BND ETF
Shares26.2K
Event2026-06-30
Filed2026-07-21
RPM
0.00%RPM International Inc
Shares11.9K
Event2026-06-30
Filed2026-07-21
DAVE
-16.47%Dave Inc Class A
Shares3.5K
Event2026-06-30
Filed2026-07-21
IDEQ
353.94%Lazard International Dyna Eqy ETF
Shares37.5K
Event2026-06-30
Filed2026-07-21
HSY
0.00%Hershey Company
Shares7.5K
Event2026-06-30
Filed2026-07-21
EXPD
0.00%Expeditor Intl.Of Wash.
Shares8.0K
Event2026-06-30
Filed2026-07-21
PDBA
82.44%Invesco Agri Com STRGY ETF IV
Shares36.2K
Event2026-06-30
Filed2026-07-21
JSI
4.07%Janus Henderson Secrtz Inc ETF
Shares25.0K
Event2026-06-30
Filed2026-07-21
USMV
12.52%iShares Edge MSCI Min Vol USA ETF
Shares13.2K
Event2026-06-30
Filed2026-07-21
CINF
-1.09%Cincinnati Financial CP
Shares6.8K
Event2026-06-30
Filed2026-07-21
APD
-7.03%Air Prod & Chemicals Inc
Shares4.3K
Event2026-06-30
Filed2026-07-21
SPSB
10.28%SPDR Short Term Corp ETF
Shares42.1K
Event2026-06-30
Filed2026-07-21
IWR
14.82%iShares Russell Mid-Cap ETF
Shares11.4K
Event2026-06-30
Filed2026-07-21
Aberdeen STD Physical Swiss Gold SHS ETF
16.03%Aberdeen STD Physical Swiss Gold SHS ETF
Shares32.7K
Event2026-06-30
Filed2026-07-21
Astrazeneca PLC
-1.57%Astrazeneca PLC
Shares6.6K
Event2026-06-30
Filed2026-07-21
PYLD
19.36%PIMCO Multisector Bond Actv ETF
Shares46.8K
Event2026-06-30
Filed2026-07-21
ENB
-3.37%Enbridge Inc F
Shares22.7K
Event2026-06-30
Filed2026-07-21
EWJ
-3.05%iShares MSCI Japan ETF
Shares13.2K
Event2026-06-30
Filed2026-07-21
VLO
1.40%Valero Energy Corp New
Shares4.7K
Event2026-06-30
Filed2026-07-21
VRT
-2.20%Vertiv Holdings Co Class A
Shares3.6K
Event2026-06-30
Filed2026-07-21
SHV
20.05%iShares Short Treasury Bond ETF
Shares10.8K
Event2026-06-30
Filed2026-07-21
SPEM
0.88%SPDR Index Shares Emerg Markt ETF IV
Shares22.9K
Event2026-06-30
Filed2026-07-21
DGRO
-1.14%iShares Core Dividend Growth ETF
Shares15.6K
Event2026-06-30
Filed2026-07-21
BDX
-0.12%Becton Dickinson & Co
Shares7.7K
Event2026-06-30
Filed2026-07-21
ISRG
-9.78%Intuitive Surgical New
Shares2.9K
Event2026-06-30
Filed2026-07-21
AVDE
3.56%Avantis International Equity ETF
Shares12.9K
Event2026-06-30
Filed2026-07-21
ARTY
-1.13%iShares Future Ai And Tech ETF
Shares15.1K
Event2026-06-30
Filed2026-07-21
TRGP
0.00%Targa Resources Corp
Shares4.3K
Event2026-06-30
Filed2026-07-21
SCI
0.00%Service Corp Intl
Shares15.0K
Event2026-06-30
Filed2026-07-21
DCI
-3.85%Donaldson Co.
Shares12.6K
Event2026-06-30
Filed2026-07-21
XMHQ
20.24%Invesco S&P Midcap Qualty ETF
Shares10.0K
Event2026-06-30
Filed2026-07-21
KMB
-8.26%Kimberly-Clark Corp
Shares10.1K
Event2026-06-30
Filed2026-07-21
ELV
-0.45%Elevance Health Inc
Shares2.9K
Event2026-06-30
Filed2026-07-21
VLUE
2.19%iShares Edge MSCI USA Value Factor E
Shares5.6K
Event2026-06-30
Filed2026-07-21
BR
-4.02%Broadridge Finl Solution
Shares7.9K
Event2026-06-30
Filed2026-07-21
IUSG
0.00%iShares Core US Growth ETF
Shares5.8K
Event2026-06-30
Filed2026-07-21
AME
0.00%Ametek Inc New
Shares4.5K
Event2026-06-30
Filed2026-07-21
IBDV
27.16%iShares Ibnd Dec 2030 TRM Corp ETF
Shares49.5K
Event2026-06-30
Filed2026-07-21
3M Company
-9.18%3M Company
Shares6.6K
Event2026-06-30
Filed2026-07-21
CHD
0.00%Church & Dwight Co.
Shares10.9K
Event2026-06-30
Filed2026-07-21
AVUV
25.47%Avantis US Small Cap Value ETF
Shares8.3K
Event2026-06-30
Filed2026-07-21
J
0.00%Jacobs Solutions Inc
Shares8.1K
Event2026-06-30
Filed2026-07-21
GGG
-6.15%Graco
Shares13.6K
Event2026-06-30
Filed2026-07-21
EMBJ
9.03%Embraer S A F Sponsored ADR
Shares16.1K
Event2026-06-30
Filed2026-07-21
QTUM
13.08%Defiance Quantum ETF
Shares6.1K
Event2026-06-30
Filed2026-07-21
DAX
-53.79%Horizons Trust I DAX Germany ETF IV
Shares22.6K
Event2026-06-30
Filed2026-07-21
BIL
10.16%SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
Shares10.8K
Event2026-06-30
Filed2026-07-21
FDX
0.00%Fedex Corporation
Shares3.1K
Event2026-06-30
Filed2026-07-21
IGM
8.46%iShares Expanded Tech Sector ETF
Shares6.0K
Event2026-06-30
Filed2026-07-21
ABBNY
23.77%Abb LTD ADR F
Shares8.9K
Event2026-06-30
Filed2026-07-21
DHR
42.61%Danaher Corp Del
Shares5.1K
Event2026-06-30
Filed2026-07-21
VTIP
10.17%Vanguard SHRT Inf Prot Sec Index ETF
Shares19.2K
Event2026-06-30
Filed2026-07-21
VWOB
20.53%Vanguard Emerging Markt Govt BND ETF
Shares14.1K
Event2026-06-30
Filed2026-07-21
IBTL
29.15%iShares Ibonds Dec 2031 Term TRS ETF
Shares46.9K
Event2026-06-30
Filed2026-07-21
DELL
-22.91%Dell Technologies
Shares2.2K
Event2026-06-30
Filed2026-07-21
DFUS
0.96%Dimensional U S Equity ETF
Shares11.5K
Event2026-06-30
Filed2026-07-21
BXSL
-15.87%Blackstone Secd Lending
Shares38.2K
Event2026-06-30
Filed2026-07-21
MRVL
-0.95%Marvell Technology Inc
Shares3.1K
Event2026-06-30
Filed2026-07-21
CHE
-0.50%Chemed
Shares2.0K
Event2026-06-30
Filed2026-07-21
FNDA
-9.10%Schwab Fundamental US Small Com ETF
Shares24.4K
Event2026-06-30
Filed2026-07-21
Chubb LTD F
0.76%Chubb LTD F
Shares2.7K
Event2026-06-30
Filed2026-07-21
YUM
0.00%Yum Brands Inc
Shares5.6K
Event2026-06-30
Filed2026-07-21
MSLC
NewMorgan Stanley Pathway Large Cap Equity ETF
Shares15.0K
Event2026-06-30
Filed2026-07-21
DFAS
0.00%Dimensional U S Small Cap ETF
Shares10.7K
Event2026-06-30
Filed2026-07-21
GNRC
-1.67%Generac Holdings Inc
Shares3.0K
Event2026-06-30
Filed2026-07-21
CRL
25.71%Chas.RVR.Labs.Intl.
Shares3.8K
Event2026-06-30
Filed2026-07-21
PFE
-5.28%Pfizer Incorporated
Shares35.7K
Event2026-06-30
Filed2026-07-21
T
-10.14%AT&T Corp Com New
Shares41.2K
Event2026-06-30
Filed2026-07-21
ACLS
8.98%Axcelis Technologies
Shares4.5K
Event2026-06-30
Filed2026-07-21
EBND
2.51%SPDR EM Local Currency Bond ETF
Shares40.5K
Event2026-06-30
Filed2026-07-21
HDV
388.84%iShares Core High Dividend ETF
Shares30.7K
Event2026-06-30
Filed2026-07-21
IWD
12.76%iShares Russell 1000 Value ETF
Shares3.4K
Event2026-06-30
Filed2026-07-21
BSCS
0.00%Invesco Bulletshares 2028 Corporate Bond ETF
Shares40.6K
Event2026-06-30
Filed2026-07-21
IDCC
44.38%Interdigital Inc.
Shares2.9K
Event2026-06-30
Filed2026-07-21
URI
-6.55%United Rentals Inc
Shares713
Event2026-06-30
Filed2026-07-21
KR
-2.50%Kroger Co Com
Shares14.5K
Event2026-06-30
Filed2026-07-21
UBER
-60.53%Uber Technologies Inc
Shares11.2K
Event2026-06-30
Filed2026-07-21
RBC
0.00%R B C Bearings Inc
Shares1.2K
Event2026-06-30
Filed2026-07-21
SCHW
-6.04%The Charles Schwab Corp
Shares8.6K
Event2026-06-30
Filed2026-07-21
DGX
-0.32%Quest Diagnostic Inc
Shares3.7K
Event2026-06-30
Filed2026-07-21
XLK
1.70%SELECT SECTOR SPDR TR SBI INT-TECH
Shares4.1K
Event2026-06-30
Filed2026-07-21
VOX
-1.06%Vanguard Telcom ETF
Shares4.2K
Event2026-06-30
Filed2026-07-21
IBDW
20.49%iShares Ibond Dec 2031 TRM CRP ETF
Shares36.9K
Event2026-06-30
Filed2026-07-21
PNC
-0.39%PNC Finl Services GP Inc
Shares3.0K
Event2026-06-30
Filed2026-07-21
BRK.A
0.00%Berkshire Hathaway Inc Com
Shares1
Event2026-06-30
Filed2026-07-21
IBMS
16.58%Ishs Ibnd Dec 2030 TRM MN BND ETF
Shares28.8K
Event2026-06-30
Filed2026-07-21
VIS
0.24%Vanguard Industrials ETF
Shares2.1K
Event2026-06-30
Filed2026-07-21
DGS
11.65%Wisdomtree Trust
Shares11.5K
Event2026-06-30
Filed2026-07-21
IWP
-13.94%iShares Russell Growth
Shares5.0K
Event2026-06-30
Filed2026-07-21
USB
-1.70%U S Bancorp Del New
Shares12.1K
Event2026-06-30
Filed2026-07-21
VIK
0.00%Viking HLDGS LTD F
Shares7.0K
Event2026-06-30
Filed2026-07-21
LEMB
57.23%iShares Emerging Markets Local Cur ETF
Shares17.2K
Event2026-06-30
Filed2026-07-21
CVS
3.72%C V S Caremark Corp
Shares7.0K
Event2026-06-30
Filed2026-07-21
XLI
3.98%Select Sector SPDR TR Industrials
Shares3.9K
Event2026-06-30
Filed2026-07-21
SQM
4.22%Soc Quimica Miner FADR 1 ADR REPS 1 Ord SHS
Shares9.6K
Event2026-06-30
Filed2026-07-21
SNPS
27.88%Synopsys Inc Com
Shares1.6K
Event2026-06-30
Filed2026-07-21
IBMT
12.85%iShares Ibds De 2031 Te Mu BD ETF
Shares27.5K
Event2026-06-30
Filed2026-07-21
XLC
-1.86%Communicat SVS SLCT Sec SPDR ETF
Shares6.6K
Event2026-06-30
Filed2026-07-21
DVY
0.00%iShares Select Dividend
Shares4.5K
Event2026-06-30
Filed2026-07-21
BIV
-4.36%Vanguard Intermediate Bond ETF
Shares9.1K
Event2026-06-30
Filed2026-07-21
PEN
0.00%Penumbra Inc
Shares2.2K
Event2026-06-30
Filed2026-07-21
Q
0.00%Qnity Electronics Inc
Shares4.2K
Event2026-06-30
Filed2026-07-21
ROK
90.42%Rockwell Automation Inc
Shares1.4K
Event2026-06-30
Filed2026-07-21
WY
-4.82%Weyerhaeuser Co
Shares28.5K
Event2026-06-30
Filed2026-07-21
IR
-1.21%Ingersoll Rand Inc
Shares8.2K
Event2026-06-30
Filed2026-07-21
SOLS
-4.61%Solstice Advanced Materials Inc
Shares7.6K
Event2026-06-30
Filed2026-07-21
HDB
21.26%HDFC Bank Limitd F Sponsored ADR
Shares25.8K
Event2026-06-30
Filed2026-07-21
SHW
-20.82%Sherwin Williams Co
Shares1.9K
Event2026-06-30
Filed2026-07-21
MT
0.00%Arcelormittal F Unsponsored ADR
Shares10.8K
Event2026-06-30
Filed2026-07-21
ANET
-6.16%Arista Networks Inc
Shares3.8K
Event2026-06-30
Filed2026-07-21
IYW
-0.23%iShares Trust Technology
Shares2.6K
Event2026-06-30
Filed2026-07-21
NKE
-31.68%Nike Inc Class B
Shares15.5K
Event2026-06-30
Filed2026-07-21
Travelers Companies Inc
0.00%Travelers Companies Inc
Shares1.9K
Event2026-06-30
Filed2026-07-21
ECL
-4.19%Ecolab Inc
Shares2.3K
Event2026-06-30
Filed2026-07-21
MSI
-1.62%Motorola Solutions Inc
Shares1.5K
Event2026-06-30
Filed2026-07-21
NU
34.94%Nu Holdings LTD F Class A
Shares47.1K
Event2026-06-30
Filed2026-07-21
VFH
-6.83%Vanguard Financials ETF
Shares4.7K
Event2026-06-30
Filed2026-07-21
VDC
-0.04%Vanguard Consumer Staples ETF
Shares2.8K
Event2026-06-30
Filed2026-07-21
VIST
0.00%Vista Energy Sab De Ad F Unsponsored ADR
Shares9.7K
Event2026-06-30
Filed2026-07-21
IBTM
13.05%iShares Ibonds Dec 2032 TRM Tres ETF
Shares27.0K
Event2026-06-30
Filed2026-07-21
CLX
-0.87%Clorox Company
Shares6.4K
Event2026-06-30
Filed2026-07-21
MSM
0.00%MSC Indl.Direct 'a'
Shares5.0K
Event2026-06-30
Filed2026-07-21
FN
37.71%Fabrinet F
Shares1.1K
Event2026-06-30
Filed2026-07-21
ROAD
0.00%Construction Partners In
Shares5.0K
Event2026-06-30
Filed2026-07-21
HSIC
-0.34%Schein Henry Inc
Shares7.1K
Event2026-06-30
Filed2026-07-21
EQNR
0.00%Equinor A S A F Sponsored ADR
Shares18.8K
Event2026-06-30
Filed2026-07-21
MELI
24.64%Mercadolibre Inc
Shares344
Event2026-06-30
Filed2026-07-21
FLQM
-39.28%Franklin US MD CP Multifct Index ETF
Shares10.0K
Event2026-06-30
Filed2026-07-21
PAYX
-8.22%Paychex Inc
Shares5.9K
Event2026-06-30
Filed2026-07-21
SMLF
3.58%Ishs US Smalla Cap Eqty Fact ETF
Shares6.5K
Event2026-06-30
Filed2026-07-21
NRG
-11.23%NRG Energy Inc New
Shares4.0K
Event2026-06-30
Filed2026-07-21
APH
0.31%Amphenol Corp New CL A
Shares3.3K
Event2026-06-30
Filed2026-07-21
Banco Santander SA ADR F
0.00%Banco Santander SA ADR F
Shares41.5K
Event2026-06-30
Filed2026-07-21
VHT
-4.59%Vanguard Health Care ETF
Shares1.9K
Event2026-06-30
Filed2026-07-21
S & P Global Inc
-20.19%S & P Global Inc
Shares1.4K
Event2026-06-30
Filed2026-07-21
UVE
-0.72%Universal Ins HLDGS Inc
Shares13.7K
Event2026-06-30
Filed2026-07-21
CMI
-1.25%Cummins Inc
Shares788
Event2026-06-30
Filed2026-07-21
BAI
NewiShares Ai Invatn And Tec Act ETF
Shares10.6K
Event2026-06-30
Filed2026-07-21
ET
0.00%Energy Transfer Equity
Shares29.1K
Event2026-06-30
Filed2026-07-21
Medtronic PLC F
-3.58%Medtronic PLC F
Shares7.0K
Event2026-06-30
Filed2026-07-21
MOO
-0.09%Vaneck Vectors ETF TR Agribusiness ETF
Shares6.9K
Event2026-06-30
Filed2026-07-21
ORLY
67.42%O Reilly Automotive
Shares5.9K
Event2026-06-30
Filed2026-07-21
DRI
0.57%Darden Restaurants Inc
Shares2.6K
Event2026-06-30
Filed2026-07-21
RYN
-9.55%Rayonier Inc
Shares25.6K
Event2026-06-30
Filed2026-07-21
OXY
0.00%Occidental Pete Corp
Shares11.1K
Event2026-06-30
Filed2026-07-21
EBAY
-2.08%eBay Inc
Shares4.8K
Event2026-06-30
Filed2026-07-21
XLE
13.55%Sector SPDR Engy Select
Shares10.1K
Event2026-06-30
Filed2026-07-21
TFC
-14.21%Truist Financial Corporation
Shares10.7K
Event2026-06-30
Filed2026-07-21
MKL
0.00%Markel Corp
Shares272
Event2026-06-30
Filed2026-07-21
Allegion Public LTD Co F
-6.27%Allegion Public LTD Co F
Shares3.7K
Event2026-06-30
Filed2026-07-21
AIQ
1.94%Global X Fund GLB X Art Intl TGY ETF
Shares7.9K
Event2026-06-30
Filed2026-07-21
TBIL
0.00%US Treasury 3 Month Bill ETF
Shares10.4K
Event2026-06-30
Filed2026-07-21
GIL
-0.72%Gildan Activewear Inc F
Shares10.0K
Event2026-06-30
Filed2026-07-21
FBND
63.71%Fidelity Total Bond ETF
Shares11.3K
Event2026-06-30
Filed2026-07-21
IYY
0.00%iShares Dow Jones U.S. ETF
Shares2.8K
Event2026-06-30
Filed2026-07-21
AMTM
48.22%Amentum HLDGS Inc
Shares24.7K
Event2026-06-30
Filed2026-07-21
JBL
3.43%Jabil Circuit Inc Com
Shares1.3K
Event2026-06-30
Filed2026-07-21
BWZ
17.55%SPDR Short Term Intl Treasury Bond ETF
Shares18.6K
Event2026-06-30
Filed2026-07-21
EQX
50.53%Equinox Gold Corp F
Shares51.1K
Event2026-06-30
Filed2026-07-21
IYR
0.00%iShares TR Real Estate
Shares4.8K
Event2026-06-30
Filed2026-07-21
MDLZ
0.00%Mondelez Intl Inc CL A
Shares8.5K
Event2026-06-30
Filed2026-07-21
TOL
0.00%Toll Brothers Inc
Shares3.0K
Event2026-06-30
Filed2026-07-21
SPDR Portfolio S&P 500 ETF IV
93.21%SPDR Portfolio S&P 500 ETF IV
Shares5.6K
Event2026-06-30
Filed2026-07-21
GIS
-15.42%General Mills Inc
Shares14.1K
Event2026-06-30
Filed2026-07-21
IBDX
7.32%iShares Ibonds Dec 2032 TM CRP ETF
Shares19.4K
Event2026-06-30
Filed2026-07-21
Netflix Com Inc Com
-3.65%Netflix Com Inc Com
Shares6.8K
Event2026-06-30
Filed2026-07-21
TGT
-43.56%Target Corporation
Shares3.7K
Event2026-06-30
Filed2026-07-21
TOPT
7.12%iShares Top 20 U S Stocks ETF
Shares14.5K
Event2026-06-30
Filed2026-07-21
LNT
3.42%Alliant Energy Corp
Shares6.3K
Event2026-06-30
Filed2026-07-21
VAW
-0.76%Vanguard Materials ETF
Shares2.1K
Event2026-06-30
Filed2026-07-21
SNA
0.00%Snap-On
Shares1.2K
Event2026-06-30
Filed2026-07-21
AEP
-1.14%Amer Electric PWR Co Inc
Shares3.5K
Event2026-06-30
Filed2026-07-21
SYY
-5.14%Sysco Corporation
Shares5.6K
Event2026-06-30
Filed2026-07-21
Crowdstrike HLDGS Inc
-0.66%Crowdstrike HLDGS Inc
Shares604
Event2026-06-30
Filed2026-07-21
METV
-8.82%Roundhill Ball Metaverse ETF
Shares25.0K
Event2026-06-30
Filed2026-07-21
JMEE
NewJPMorgan Small & Mid Cap Enhanced Equity ETF
Shares5.9K
Event2026-06-30
Filed2026-07-21
RAMP
-11.26%Liveramp HLDGS Inc
Shares12.1K
Event2026-06-30
Filed2026-07-21
WMB
0.02%Williams Companies
Shares6.1K
Event2026-06-30
Filed2026-07-21
ALL
-7.13%Allstate Corporation
Shares1.9K
Event2026-06-30
Filed2026-07-21
Tempus Ai Inc Class A
13.26%Tempus Ai Inc Class A
Shares7.8K
Event2026-06-30
Filed2026-07-21
BA
-4.66%Boeing Co
Shares2.1K
Event2026-06-30
Filed2026-07-21
MCO
NewMoodys Corp Com
Shares982
Event2026-06-30
Filed2026-07-21
DG
41.30%Dollar General Corp
Shares3.8K
Event2026-06-30
Filed2026-07-21
MMC
1.30%Marsh & McLennan Co Inc
Shares2.6K
Event2026-06-30
Filed2026-07-21
DVN
-1.55%Devon Energy CP New
Shares10.6K
Event2026-06-30
Filed2026-07-21
SR
-6.77%Spire Inc
Shares5.5K
Event2026-06-30
Filed2026-07-21
Allegheny Technologies Com
0.00%Allegheny Technologies Com
Shares2.2K
Event2026-06-30
Filed2026-07-21
TJX
0.04%T J X Cos Inc
Shares2.8K
Event2026-06-30
Filed2026-07-21
AZO
0.00%Autozone Inc Com
Shares132
Event2026-06-30
Filed2026-07-21
COF
11.13%Capital One Finl Corp Com
Shares2.1K
Event2026-06-30
Filed2026-07-21
PEG
-11.72%Pub SVC Ent Group Inc
Shares5.1K
Event2026-06-30
Filed2026-07-21
CBRE
59.74%Cbre Group Inc
Shares3.1K
Event2026-06-30
Filed2026-07-21
COKE
0.00%Coca Cola Bottlg Co Cons
Shares2.2K
Event2026-06-30
Filed2026-07-21
ILMN
0.00%Illumina
Shares2.3K
Event2026-06-30
Filed2026-07-21
MCK
-6.37%Mckesson Corporation
Shares544
Event2026-06-30
Filed2026-07-21
Ameriprise Financial Inc
0.00%Ameriprise Financial Inc
Shares893
Event2026-06-30
Filed2026-07-21
INDA
-8.05%iShares MSCI India Index
Shares8.3K
Event2026-06-30
Filed2026-07-21
TD
0.00%Toronto Dominion Bank F
Shares3.4K
Event2026-06-30
Filed2026-07-21
FPS
NewForgent PWR Solution Class A
Shares7.3K
Event2026-06-30
Filed2026-07-21
VVV
0.00%Valvoline Inc
Shares10.2K
Event2026-06-30
Filed2026-07-21
Dominion Energy, Inc.
-13.56%Dominion Energy, Inc.
Shares5.9K
Event2026-06-30
Filed2026-07-21
SCHK
-1.68%Schwab 1000 Index ETF
Shares11.1K
Event2026-06-30
Filed2026-07-21
SPGP
-2.54%Invesco S And P 500 Garp ETF
Shares3.3K
Event2026-06-30
Filed2026-07-21
GSLC
0.00%Goldman Sachs Actvbeta US LRG ETF
Shares2.8K
Event2026-06-30
Filed2026-07-21
Johnson CTLS Intl PLC F
1.75%Johnson CTLS Intl PLC F
Shares2.7K
Event2026-06-30
Filed2026-07-21
VYMI
3.96%Vanguard Intrntnl HGH
Shares4.0K
Event2026-06-30
Filed2026-07-21
DKS
0.00%Dick's Sporting Goods
Shares1.7K
Event2026-06-30
Filed2026-07-21
RPV
NewInvesco S&P 500 Pure Value ETF
Shares3.4K
Event2026-06-30
Filed2026-07-21
Accenture PLC CL A F
-1.04%Accenture PLC CL A F
Shares3.0K
Event2026-06-30
Filed2026-07-21
VGSH
0.78%Vanguard Short Term Government ETF
Shares6.5K
Event2026-06-30
Filed2026-07-21
WELL
0.00%Welltower Inc
Shares1.7K
Event2026-06-30
Filed2026-07-21
PSN
52.64%Parsons Corp
Shares7.2K
Event2026-06-30
Filed2026-07-21
MSSM
NewMorgan Stanley Pathway Small-Mid Cap Equity ETF
Shares6.1K
Event2026-06-30
Filed2026-07-21
BAM
-15.70%Brookfiled Asset Manag F Class A
Shares8.3K
Event2026-06-30
Filed2026-07-21
WTV
54.74%Wisdomtree U S Value ETF
Shares3.7K
Event2026-06-30
Filed2026-07-21
PGR
-2.80%Progressive Corp Ohio
Shares1.7K
Event2026-06-30
Filed2026-07-21
RMD
-13.59%Resmed Inc
Shares1.9K
Event2026-06-30
Filed2026-07-21
SKYX
104.57%SKYX Platforms Corp
Shares335.0K
Event2026-06-30
Filed2026-07-21
BRC
32.22%Brady Corporation CL A
Shares4.0K
Event2026-06-30
Filed2026-07-21
IUSV
-5.25%iShares Core S&P US Value
Shares3.3K
Event2026-06-30
Filed2026-07-21
DuPont De Nemours Inc Com Usd0.01 (R/S)
NewDuPont De Nemours Inc Com Usd0.01 (R/S)
Shares2.7K
Event2026-06-30
Filed2026-07-21
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available