Sponsored

The Analysis of LifeSteps Financial, Inc.'s Holdings & P&L

Currently, LifeSteps Financial, Inc. holds 792 types of securities in its portfolio with a total value $214.5M. In the most recent quarter, they have increased their positions in N/A (+4.7K shares, valued at $3.5M), QQQ (+3.7K shares, valued at $2.7M), DFAX (+49.1K shares, valued at $1.8M); decreased their positions in N/A (-600 shares, valued at $222.0K), VTV (-486 shares, valued at $105.9K), SCHM (-2.8K shares, valued at $103.4K); initiated new positions in N/A (+12.1K shares, valued at $1.6M), MU (+592 shares, valued at $683.3K), AMD (+556 shares, valued at $323.0K).

1M P&L

-856.5K-0.51%

3M P&L

+1.1M+0.68%

HY P&L

+9.8M+6.26%

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/A102.2M

61.4%

2Semiconductors12.3M

7.4%

3Consumer Electronics8.3M

5.0%

Top Industries by Stock Count

1N/A288 stocks

41.1%

2Banks - Regional17 stocks

2.4%

3Semiconductors15 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TRUST SERIES I44.5K shares9.11%2026-06-302026-07-17

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF41.0K shares13.08%2026-06-302026-07-17

NVDA NVIDIA CORPORATION COM50.6K shares3.80%2026-06-302026-07-17

AAPL APPLE INC COM28.5K shares3.19%2026-06-302026-07-17

IJH ISHARES CORE S&P MID-CAP ETF84.3K shares22.01%2026-06-302026-07-17

MSFT MICROSOFT CORP COM14.2K shares-0.55%2026-06-302026-07-17

VTV VANGUARD VALUE ETF23.9K shares-1.99%2026-06-302026-07-17

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF27.2K shares-1.70%2026-06-302026-07-17

Sponsored

SDY STATE STREET SPDR S&P DIVIDEND ETF30.9K shares0.17%2026-06-302026-07-17

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF28.6K shares-0.99%2026-06-302026-07-17

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF27.5K shares13.36%2026-06-302026-07-17

SCHD SCHWAB US DIVIDEND EQUITY ETF118.1K shares-2.42%2026-06-302026-07-17

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM11.3K shares8.89%2026-06-302026-07-17

IWM ISHARES RUSSELL 2000 ETF11.7K shares2.34%2026-06-302026-07-17

SCHM SCHWAB U.S. MID-CAP ETF94.4K shares-2.88%2026-06-302026-07-17

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF87.4K shares128.18%2026-06-302026-07-17

Sponsored

USB US BANCORP COM NEW50.4K shares-0.01%2026-06-302026-07-17

AMZN AMAZON COM INC COM10.4K shares-0.47%2026-06-302026-07-17

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF29.3K shares79.87%2026-06-302026-07-17

DFLV DIMENSIONAL US LARGE CAP VALUE ETF53.6K shares88.38%2026-06-302026-07-17

ABBVIE INC COM ABBVIE INC COM7.3K shares0.70%2026-06-302026-07-17

CAT CATERPILLAR INC COM1.7K shares-0.23%2026-06-302026-07-17

VUG VANGUARD GROWTH ETF19.3K shares492.51%2026-06-302026-07-17

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS12.1K sharesnew addition2026-06-302026-07-17

Sponsored

IVW ISHARES S&P 500 GROWTH ETF11.9K shares3.03%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW3.1K shares1.01%2026-06-302026-07-17

GOOG ALPHABET INC CAP STK CL C4.3K shares16.48%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM1.6K shares-0.49%2026-06-302026-07-17

HD HOME DEPOT INC COM4.2K shares-3.93%2026-06-302026-07-17

MGK VANGUARD MEGA CAP GROWTH ETF16.7K shares378.80%2026-06-302026-07-17

WMT WALMART INC COM12.0K shares7.15%2026-06-302026-07-17

TSLA TESLA INC COM2.8K shares7.62%2026-06-302026-07-17

Sponsored

KO COCA COLA CO COM14.4K shares0.95%2026-06-302026-07-17

WFC WELLS FARGO & CO COM14.0K shares0.50%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON COM4.1K shares-0.02%2026-06-302026-07-17

DFCF DIMENSIONAL CORE FIXED INCOME ETF24.7K shares259.62%2026-06-302026-07-17

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF1.3K shares71.04%2026-06-302026-07-17

ASML ASML HLDG NV N Y REGISTRY SHS475 shares0.00%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING INC COM4.2K shares-1.18%2026-06-302026-07-17

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A1.7K shares34.21%2026-06-302026-07-17

Sponsored

EMR EMERSON ELEC CO COM5.7K shares-0.09%2026-06-302026-07-17

GOOGL ALPHABET INC CAP STK CL A2.3K shares-1.12%2026-06-302026-07-17

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM9.3K shares-2.29%2026-06-302026-07-17

BROADCOM INC COM BROADCOM INC COM2.1K shares38.05%2026-06-302026-07-17

CISCO SYS INC COM CISCO SYS INC COM6.6K shares-7.99%2026-06-302026-07-17

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF22.1K shares-5.41%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS COM2.6K shares67.11%2026-06-302026-07-17

CVX CHEVRON CORPORATION COM4.4K shares2.08%2026-06-302026-07-17

Sponsored

ITW ILLINOIS TOOL WKS INC COM2.7K shares0.08%2026-06-302026-07-17

APPLIED MATLS INC COM APPLIED MATLS INC COM949 shares2.71%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC COM592 sharesnew addition2026-06-302026-07-17

VOO VANGUARD S&P 500 ETF969 shares0.00%2026-06-302026-07-17

GE GE AEROSPACE COM NEW1.7K shares1.47%2026-06-302026-07-17

QCOM QUALCOMM INC COM3.3K shares0.15%2026-06-302026-07-17

PG PROCTER & GAMBLE CO COM4.1K shares2.29%2026-06-302026-07-17

META PLATFORMS INC CL A META PLATFORMS INC CL A1.0K shares-0.19%2026-06-302026-07-17

Sponsored

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF1.6K shares-0.61%2026-06-302026-07-17

IJR ISHARES CORE S&P SMALL CAP ETF3.6K shares-4.15%2026-06-302026-07-17

GEV GE VERNOVA INC COM453 shares0.89%2026-06-302026-07-17

USMV ISHARES MSCI USA MIN VOL FACTOR ETF5.2K shares-10.94%2026-06-302026-07-17

LRCX LAM RESEARCH CORP COM NEW1.1K shares-3.74%2026-06-302026-07-17

FHLC FIDELITY MSCI HEALTH CARE INDEX ETF5.6K shares-2.96%2026-06-302026-07-17

UBER UBER TECHNOLOGIES INC COM6.0K shares-0.74%2026-06-302026-07-17

SCHA SCHWAB U.S. SMALL-CAP ETF11.7K shares-4.91%2026-06-302026-07-17

Sponsored

SCHB SCHWAB U.S. BROAD MARKET ETF14.2K shares-6.44%2026-06-302026-07-17

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF7.6K shares-6.20%2026-06-302026-07-17

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF11.1K shares-11.81%2026-06-302026-07-17

VISA INC COM CL A VISA INC COM CL A1.1K shares-3.41%2026-06-302026-07-17

SCHX SCHWAB U.S. LARGE-CAP ETF12.8K shares-4.45%2026-06-302026-07-17

NETFLIX INC. COM NETFLIX INC. COM5.2K shares-1.16%2026-06-302026-07-17

GNLX GENELUX CORPORATION COM122.0K shares2.61%2026-06-302026-07-17

NVO NOVO-NORDISK A S ADR7.4K shares-0.15%2026-06-302026-07-17

Sponsored

IVE ISHARES S&P 500 VALUE ETF1.5K shares49.65%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC COM556 sharesnew addition2026-06-302026-07-17

VZ VERIZON COMMUNICATIONS INC COM7.5K shares2.44%2026-06-302026-07-17

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF6.8K sharesnew addition2026-06-302026-07-17

LLY ELI LILLY & CO COM263 shares3.95%2026-06-302026-07-17

PEP PEPSICO INC COM2.3K shares-5.40%2026-06-302026-07-17

MCD MCDONALDS CORP COM1.1K shares-0.26%2026-06-302026-07-17

QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND3.3K shares0.00%2026-06-302026-07-17

Sponsored

AMGN AMGEN INC COM813 shares-22.20%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC COM286 shares-1.38%2026-06-302026-07-17

KMB KIMBERLY-CLARK CORP COM2.5K shares0.00%2026-06-302026-07-17

BAC-PL BANK AMERICA CORP 7.25CNV PFD L214 shares5.94%2026-06-302026-07-17

DIS DISNEY WALT CO COM2.8K shares-0.22%2026-06-302026-07-17

SFBS SERVISFIRST BANCSHARES INC COM3.0K shares0.00%2026-06-302026-07-17

FDVV FIDELITY HIGH DIVIDEND ETF4.1K shares13.04%2026-06-302026-07-17

BIV VANGUARD INTERMEDIATE-TERM BOND ETF3.2K shares17.45%2026-06-302026-07-17

Sponsored

TSCO TRACTOR SUPPLY CO COM7.7K shares0.08%2026-06-302026-07-17

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A320 sharesnew addition2026-06-302026-07-17

SRE SEMPRA COM2.6K shares0.00%2026-06-302026-07-17

BA BOEING CO COM1.0K shares0.00%2026-06-302026-07-17

ORACLE CORP COM ORACLE CORP COM1.5K shares-4.51%2026-06-302026-07-17

IWB ISHARES RUSSELL 1000 ETF520 sharesnew addition2026-06-302026-07-17

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF3.1K sharesnew addition2026-06-302026-07-17

VHT VANGUARD HEALTH CARE ETF693 shares-15.28%2026-06-302026-07-17

Sponsored

PHM PULTE GROUP INC COM1.4K sharesnew addition2026-06-302026-07-17

VXF VANGUARD EXTENDED MARKET ETF775 sharesnew addition2026-06-302026-07-17

IWF ISHARES RUSSELL 1000 GROWTH ETF1.5K sharesnew addition2026-06-302026-07-17

IVOO VANGUARD S&P MID-CAP 400 ETF1.4K sharesnew addition2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A1.6K shares6.88%2026-06-302026-07-17

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF1.8K sharesnew addition2026-06-302026-07-17

FDEV FIDELITY INTERNATIONAL MULTIFACTOR ETF5.0K sharesnew addition2026-06-302026-07-17

CMI CUMMINS INC COM243 sharesnew addition2026-06-302026-07-17

Sponsored

GOVT ISHARES U.S. TREASURY BOND ETF7.6K sharesnew addition2026-06-302026-07-17

CVBF CVB FINL CORP COM7.5K sharesnew addition2026-06-302026-07-17

SCHF SCHWAB INTERNATIONAL EQUITY ETF6.1K sharesnew addition2026-06-302026-07-17

RTX CORPORATION COM RTX CORPORATION COM878 sharesnew addition2026-06-302026-07-17

STRL STERLING INFRASTRUCTURE INC COM196 sharesnew addition2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS337 sharesnew addition2026-06-302026-07-17

IYT ISHARES US TRANSPORTATION ETF1.8K sharesnew addition2026-06-302026-07-17

DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF3.4K sharesnew addition2026-06-302026-07-17

Sponsored

ABT ABBOTT LABORATORIES COM1.7K sharesnew addition2026-06-302026-07-17

NOC NORTHROP GRUMMAN CORP COM305 shares-0.33%2026-06-302026-07-17

CAH CARDINAL HEALTH INC COM637 sharesnew addition2026-06-302026-07-17

FIX COMFORT SYS USA INC COM74 sharesnew addition2026-06-302026-07-17

WMB WILLIAMS COS INC COM2.0K sharesnew addition2026-06-302026-07-17

DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF2.7K sharesnew addition2026-06-302026-07-17

GLW CORNING INC COM551 sharesnew addition2026-06-302026-07-17

EIX EDISON INTL COM1.9K sharesnew addition2026-06-302026-07-17

Sponsored

DUK DUKE ENERGY CORP NEW COM NEW1.1K sharesnew addition2026-06-302026-07-17

GD GENERAL DYNAMICS CORP COM392 sharesnew addition2026-06-302026-07-17

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF486 sharesnew addition2026-06-302026-07-17

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF371 shares-61.79%2026-06-302026-07-17

CRWV COREWEAVE INC COM CL A1.4K sharesnew addition2026-06-302026-07-17

EFG ISHARES MSCI EAFE GROWTH ETF1.1K sharesnew addition2026-06-302026-07-17

IYW ISHARES U.S. TECHNOLOGY ETF520 sharesnew addition2026-06-302026-07-17

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF1.5K sharesnew addition2026-06-302026-07-17

Sponsored

LMT LOCKHEED MARTIN CORP COM256 sharesnew addition2026-06-302026-07-17

PFE PFIZER INC COM5.3K sharesnew addition2026-06-302026-07-17

JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF2.8K sharesnew addition2026-06-302026-07-17

DVY ISHARES SELECT DIVIDEND ETF809 sharesnew addition2026-06-302026-07-17

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF1.5K sharesnew addition2026-06-302026-07-17

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM550 sharesnew addition2026-06-302026-07-17

INTU INTUIT COM465 shares-0.21%2026-06-302026-07-17

MDLZ MONDELEZ INTL INC CL A2.1K sharesnew addition2026-06-302026-07-17

Sponsored

VIG VANGUARD DIVIDEND APPRECIATION ETF484 sharesnew addition2026-06-302026-07-17

INTC INTEL CORP COM808 sharesnew addition2026-06-302026-07-17

GLD SPDR GOLD SHARES303 sharesnew addition2026-06-302026-07-17

ED CONSOLIDATED EDISON INC COM1.0K sharesnew addition2026-06-302026-07-17

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF2.1K sharesnew addition2026-06-302026-07-17

SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK645 sharesnew addition2026-06-302026-07-17

HONEYWELL INTL INC COM HONEYWELL INTL INC COM489 sharesnew addition2026-06-302026-07-17

BSV VANGUARD SHORT-TERM BOND ETF1.4K sharesnew addition2026-06-302026-07-17

Sponsored

BAC BANK OF AMER CORP COM1.9K sharesnew addition2026-06-302026-07-17

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM489 sharesnew addition2026-06-302026-07-17

PNW PINNACLE WEST CAP CORP COM1.0K sharesnew addition2026-06-302026-07-17

F FORD MTR CO COM7.6K sharesnew addition2026-06-302026-07-17

VWO VANGUARD FTSE EMERGING MARKETS ETF1.8K sharesnew addition2026-06-302026-07-17

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST200 sharesnew addition2026-06-302026-07-17

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF1.2K sharesnew addition2026-06-302026-07-17

MRK MERCK & CO INC COM805 sharesnew addition2026-06-302026-07-17

Sponsored

VAW VANGUARD MATERIALS ETF445 sharesnew addition2026-06-302026-07-17

TLH ISHARES 10-20 YEAR TREASURY BOND ETF996 sharesnew addition2026-06-302026-07-17

MLI MUELLER INDS INC COM800 sharesnew addition2026-06-302026-07-17

JPC NUVEEN PFD & INCOME OPPORTUNIT COM12.3K shares6.94%2026-06-302026-07-17

SBUX STARBUCKS CORP COM946 sharesnew addition2026-06-302026-07-17

DOMINION ENERGY INC COM DOMINION ENERGY INC COM1.4K sharesnew addition2026-06-302026-07-17

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND1.9K sharesnew addition2026-06-302026-07-17

ODFL OLD DOMINION FREIGHT LINE INC COM415 sharesnew addition2026-06-302026-07-17

Sponsored

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF2.1K sharesnew addition2026-06-302026-07-17

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND1.1K sharesnew addition2026-06-302026-07-17

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM209 sharesnew addition2026-06-302026-07-17

SNDK SANDISK CORP COM38 sharesnew addition2026-06-302026-07-17

BMY BRISTOL-MYERS SQUIBB CO COM1.5K sharesnew addition2026-06-302026-07-17

SHOP SHOPIFY INC CL A SUB VTG SHS720 sharesnew addition2026-06-302026-07-17

IWS ISHARES RUSSELL MID-CAP VALUE ETF499 sharesnew addition2026-06-302026-07-17

ACWX ISHARES MSCI ACWI EX U.S. ETF1.1K sharesnew addition2026-06-302026-07-17

Sponsored

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF1.5K sharesnew addition2026-06-302026-07-17

BLCR ISHARES LARGE CAP CORE ACTIVE ETF1.6K sharesnew addition2026-06-302026-07-17

ADI ANALOG DEVICES INC COM197 sharesnew addition2026-06-302026-07-17

BROS DUTCH BROS INC CL A1.1K sharesnew addition2026-06-302026-07-17

SCHZ SCHWAB US AGGREGATE BOND ETF3.3K sharesnew addition2026-06-302026-07-17

CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF2.1K sharesnew addition2026-06-302026-07-17

T AT&T INC COM3.6K sharesnew addition2026-06-302026-07-17

VO VANGUARD MID-CAP ETF928 sharesnew addition2026-06-302026-07-17

Sponsored

TT TRANE TECHNOLOGIES PLC SHS151 sharesnew addition2026-06-302026-07-17

MBB ISHARES MBS ETF783 sharesnew addition2026-06-302026-07-17

MAR MARRIOTT INTL INC NEW CL A199 sharesnew addition2026-06-302026-07-17

AXP AMERICAN EXPRESS CO COM218 sharesnew addition2026-06-302026-07-17

IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF2.3K sharesnew addition2026-06-302026-07-17

RKLB ROCKET LAB CORP COM703 sharesnew addition2026-06-302026-07-17

SCHH SCHWAB U.S. REIT ETF3.0K sharesnew addition2026-06-302026-07-17

BX BLACKSTONE INC COM596 sharesnew addition2026-06-302026-07-17

Sponsored

TROW PRICE T ROWE GROUP INC COM600 sharesnew addition2026-06-302026-07-17

MAIN MAIN STR CAP CORP COM1.3K sharesnew addition2026-06-302026-07-17

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF1.2K sharesnew addition2026-06-302026-07-17

MS MORGAN STANLEY COM NEW314 sharesnew addition2026-06-302026-07-17

NFG NATIONAL FUEL GAS CO COM850 sharesnew addition2026-06-302026-07-17

EFV ISHARES MSCI EAFE VALUE ETF832 sharesnew addition2026-06-302026-07-17

IXN ISHARES GLOBAL TECH ETF438 sharesnew addition2026-06-302026-07-17

EPD ENTERPRISE PRODS PARTNERS L P COM1.7K sharesnew addition2026-06-302026-07-17

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF256 sharesnew addition2026-06-302026-07-17

ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF2.2K sharesnew addition2026-06-302026-07-17

VB VANGUARD SMALL-CAP ETF203 sharesnew addition2026-06-302026-07-17

ANET ARISTA NETWORKS INC COM SHS360 sharesnew addition2026-06-302026-07-17

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF1.1K sharesnew addition2026-06-302026-07-17

FMDE FIDELITY ENHANCED MID CAP CORE ETF1.5K sharesnew addition2026-06-302026-07-17

IWN ISHARES RUSSELL 2000 VALUE ETF268 sharesnew addition2026-06-302026-07-17

TOL TOLL BROTHERS INC COM356 sharesnew addition2026-06-302026-07-17

Sponsored

AKRE AKRE FOCUS ETF1.1K sharesnew addition2026-06-302026-07-17

ALK ALASKA AIR GROUP INC COM1.1K sharesnew addition2026-06-302026-07-17

VRT VERTIV HOLDINGS CO COM CL A171 sharesnew addition2026-06-302026-07-17

TGT TARGET CORP COM435 sharesnew addition2026-06-302026-07-17

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF1.3K sharesnew addition2026-06-302026-07-17

LUV SOUTHWEST AIRLS CO COM1.1K sharesnew addition2026-06-302026-07-17

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF1.0K sharesnew addition2026-06-302026-07-17

KLAC KLA CORP COM NEW180 sharesnew addition2026-06-302026-07-17

Sponsored

MO ALTRIA GROUP INC COM730 sharesnew addition2026-06-302026-07-17

BAR GRANITESHARES GOLD SHARES1.3K sharesnew addition2026-06-302026-07-17

CARR CARRIER GLOBAL CORPORATION COM703 sharesnew addition2026-06-302026-07-17

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF211 sharesnew addition2026-06-302026-07-17

EZU ISHARES MSCI EUROZONE ETF720 sharesnew addition2026-06-302026-07-17

SOUN SOUNDHOUND AI INC CLASS A COM7.7K sharesnew addition2026-06-302026-07-17

CRS CARPENTER TECHNOLOGY CORP COM80 sharesnew addition2026-06-302026-07-17

ETN EATON CORP PLC SHS115 sharesnew addition2026-06-302026-07-17

Sponsored

CORTEVA INC COM CORTEVA INC COM572 sharesnew addition2026-06-302026-07-17

MUB ISHARES NATIONAL MUNI BOND ETF448 sharesnew addition2026-06-302026-07-17

NBIS NEBIUS GROUP N.V. SHS CLASS A171 sharesnew addition2026-06-302026-07-17

URA GLOBAL X URANIUM ETF1.1K sharesnew addition2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC COM131 sharesnew addition2026-06-302026-07-17

UL UNILEVER PLC SPON ADR NEW739 sharesnew addition2026-06-302026-07-17

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF236 sharesnew addition2026-06-302026-07-17

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS45 sharesnew addition2026-06-302026-07-17

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IXJ ISHARES GLOBAL HEALTHCARE ETF441 sharesnew addition2026-06-302026-07-17

SCHE SCHWAB EMERGING MARKETS EQUITY ETF1.2K sharesnew addition2026-06-302026-07-17

IBKR INTERACTIVE BROKERS GROUP INC COM CL A490 sharesnew addition2026-06-302026-07-17

3M CO COM 3M CO COM263 sharesnew addition2026-06-302026-07-17

LOW LOWES COS INC COM191 sharesnew addition2026-06-302026-07-17

WDC WESTERN DIGITAL CORP COM64 sharesnew addition2026-06-302026-07-17

HOOD ROBINHOOD MKTS INC COM CL A406 sharesnew addition2026-06-302026-07-17

EWJV ISHARES MSCI JAPAN VALUE ETF917 sharesnew addition2026-06-302026-07-17

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ILCG ISHARES MORNINGSTAR GROWTH ETF344 sharesnew addition2026-06-302026-07-17

BBCA JPMORGAN BETABUILDERS CANADA ETF405 sharesnew addition2026-06-302026-07-17

APPLOVIN CORP COM CL A APPLOVIN CORP COM CL A78 sharesnew addition2026-06-302026-07-17

TJX TJX COS INC NEW COM265 sharesnew addition2026-06-302026-07-17

ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF793 sharesnew addition2026-06-302026-07-17

VBK VANGUARD SMALL-CAP GROWTH ETF109 sharesnew addition2026-06-302026-07-17

KGC KINROSS GOLD CORP COM1.7K sharesnew addition2026-06-302026-07-17

PM PHILIP MORRIS INTL INC COM216 sharesnew addition2026-06-302026-07-17

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HCA HCA HEALTHCARE INC COM100 sharesnew addition2026-06-302026-07-17

RACE FERRARI N V COM104 sharesnew addition2026-06-302026-07-17

VEA VANGUARD FTSE DEVELOPED MARKETS ETF541 sharesnew addition2026-06-302026-07-17

EFA ISHARES MSCI EAFE ETF368 sharesnew addition2026-06-302026-07-17

SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM2.0K sharesnew addition2026-06-302026-07-17

SMCI SUPER MICRO COMPUTER INC COM NEW1.3K sharesnew addition2026-06-302026-07-17

ALAB ASTERA LABS INC COM77 sharesnew addition2026-06-302026-07-17

FICO FAIR ISAAC CORP COM30 sharesnew addition2026-06-302026-07-17

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DGRO ISHARES CORE DIVIDEND GROWTH ETF471 sharesnew addition2026-06-302026-07-17

VNQ VANGUARD REAL ESTATE ETF367 sharesnew addition2026-06-302026-07-17

EW EDWARDS LIFESCIENCES CORP COM384 sharesnew addition2026-06-302026-07-17

VBR VANGUARD SMALL CAP VALUE ETF142 sharesnew addition2026-06-302026-07-17

OEF ISHARES S&P 100 ETF94 sharesnew addition2026-06-302026-07-17

RIVIAN AUTOMOTIVE INC COM CL A RIVIAN AUTOMOTIVE INC COM CL A1.9K sharesnew addition2026-06-302026-07-17

IYH ISHARES U.S. HEALTHCARE ETF500 sharesnew addition2026-06-302026-07-17

SCCO SOUTHERN COPPER CORP COM187 sharesnew addition2026-06-302026-07-17

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ORLY OREILLY AUTOMOTIVE INC COM353 sharesnew addition2026-06-302026-07-17

IWR ISHARES RUSSELL MIDCAP ETF292 sharesnew addition2026-06-302026-07-17

MRVL MARVELL TECHNOLOGY INC COM108 sharesnew addition2026-06-302026-07-17

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF629 sharesnew addition2026-06-302026-07-17

BK BANK OF NY MELLON CORP COM214 sharesnew addition2026-06-302026-07-17

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF588 sharesnew addition2026-06-302026-07-17

CRM SALESFORCE INC COM196 sharesnew addition2026-06-302026-07-17

IWO ISHARES RUSSELL 2000 GROWTH ETF76 sharesnew addition2026-06-302026-07-17

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TBIL F/M US TREASURY 3 MONTH BILL FUND600 sharesnew addition2026-06-302026-07-17

VDC VANGUARD CONSUMER STAPLES ETF132 sharesnew addition2026-06-302026-07-17

FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF285 sharesnew addition2026-06-302026-07-17

NRG NRG ENERGY INC COM NEW200 sharesnew addition2026-06-302026-07-17

LUMENTUM HLDGS INC COM LUMENTUM HLDGS INC COM34 sharesnew addition2026-06-302026-07-17

EWY ISHARES MSCI SOUTH KOREA ETF142 sharesnew addition2026-06-302026-07-17

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DINO HF SINCLAIR CORP COM395 sharesnew addition2026-06-302026-07-17

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SNOWFLAKE INC COM SHS SNOWFLAKE INC COM SHS104 sharesnew addition2026-06-302026-07-17

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM79 sharesnew addition2026-06-302026-07-17

BNS BANK NOVA SCOTIA B C COM300 sharesnew addition2026-06-302026-07-17

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DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND447 sharesnew addition2026-06-302026-07-17

GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK392 sharesnew addition2026-06-302026-07-17

SPG SIMON PPTY GROUP INC NEW COM111 sharesnew addition2026-06-302026-07-17

MPC MARATHON PETE CORP COM95 sharesnew addition2026-06-302026-07-17

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PPG PPG INDS INC COM200 sharesnew addition2026-06-302026-07-17

ATI INC COM ATI INC COM123 sharesnew addition2026-06-302026-07-17

DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF531 sharesnew addition2026-06-302026-07-17

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ALL ALLSTATE CORP COM100 sharesnew addition2026-06-302026-07-17

SYSB ISHARES SYSTEMATIC BOND ETF268 sharesnew addition2026-06-302026-07-17

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VRTX VERTEX PHARMACEUTICALS INC COM47 sharesnew addition2026-06-302026-07-17

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TXN TEXAS INSTRS INC COM78 sharesnew addition2026-06-302026-07-17

VV VANGUARD LARGE-CAP ETF67 sharesnew addition2026-06-302026-07-17

GILD GILEAD SCIENCES INC COM181 sharesnew addition2026-06-302026-07-17

IAU ISHARES GOLD TRUST302 sharesnew addition2026-06-302026-07-17

TER TERADYNE INC COM47 sharesnew addition2026-06-302026-07-17

CLM CORNERSTONE STRATEGIC INVESTME COM3.0K sharesnew addition2026-06-302026-07-17

REGN REGENERON PHARMACEUTICALS COM36 sharesnew addition2026-06-302026-07-17

DE DEERE & CO COM35 sharesnew addition2026-06-302026-07-17

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XEL XCEL ENERGY INC COM274 sharesnew addition2026-06-302026-07-17

STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF482 sharesnew addition2026-06-302026-07-17

DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND125 sharesnew addition2026-06-302026-07-17

USAR USA RARE EARTH INC COM1.0K sharesnew addition2026-06-302026-07-17

VOE VANGUARD MID-CAP VALUE ETF109 sharesnew addition2026-06-302026-07-17

BR BROADRIDGE FINL SOLUTIONS INC COM155 sharesnew addition2026-06-302026-07-17

KR KROGER CO COM380 sharesnew addition2026-06-302026-07-17

UPS UNITED PARCEL SVCS INC CL B196 sharesnew addition2026-06-302026-07-17

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CNQ CANADIAN NAT RES LTD MED TERM COM532 sharesnew addition2026-06-302026-07-17

MHO M/I HOMES INC COM130 sharesnew addition2026-06-302026-07-17

CLOUDFLARE INC CL A COM CLOUDFLARE INC CL A COM85 sharesnew addition2026-06-302026-07-17

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VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF263 sharesnew addition2026-06-302026-07-17

MTZ MASTEC INC COM50 sharesnew addition2026-06-302026-07-17

CVS CVS HEALTH CORP COM200 sharesnew addition2026-06-302026-07-17

UNP UNION PAC CORP COM76 sharesnew addition2026-06-302026-07-17

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TIP ISHARES TIPS BOND ETF185 sharesnew addition2026-06-302026-07-17

BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF200 sharesnew addition2026-06-302026-07-17

GM GENERAL MTRS CO COM252 sharesnew addition2026-06-302026-07-17

SERVICENOW INC COM SERVICENOW INC COM193 sharesnew addition2026-06-302026-07-17

NXP SEMICONDUCTORS N V COM NXP SEMICONDUCTORS N V COM68 sharesnew addition2026-06-302026-07-17

JPST JPMORGAN ULTRA-SHORT INCOME ETF370 sharesnew addition2026-06-302026-07-17

CME CME GROUP INC COM83 sharesnew addition2026-06-302026-07-17

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INTT INTEST CORP COM1.0K sharesnew addition2026-06-302026-07-17

KMI KINDER MORGAN INC DEL COM562 sharesnew addition2026-06-302026-07-17

STLD STEEL DYNAMICS INC COM78 sharesnew addition2026-06-302026-07-17

ALIBABA GROUP HLDG LTD SPONSORED ADS ALIBABA GROUP HLDG LTD SPONSORED ADS185 sharesnew addition2026-06-302026-07-17

RDY DR REDDYS LABS LTD ADR1.2K sharesnew addition2026-06-302026-07-17

ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF373 sharesnew addition2026-06-302026-07-17

COP CONOCOPHILLIPS COM168 sharesnew addition2026-06-302026-07-17

PRU PRUDENTIAL FINL INC COM160 sharesnew addition2026-06-302026-07-17

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STM STMICROELECTRONICS N V NY REGISTRY227 sharesnew addition2026-06-302026-07-17

STT STATE STR CORP COM100 sharesnew addition2026-06-302026-07-17

C CITIGROUP INC COM NEW121 sharesnew addition2026-06-302026-07-17

IJK ISHARES S&P MID-CAP 400 GROWTH ETF144 sharesnew addition2026-06-302026-07-17

PSX PHILLIPS 66 COM100 sharesnew addition2026-06-302026-07-17

VOT VANGUARD MID-CAP GROWTH ETF55 sharesnew addition2026-06-302026-07-17

PDI PIMCO DYNAMIC INCOME FD SHS1.0K sharesnew addition2026-06-302026-07-17

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UAL UNITED AIRLS HLDGS INC COM120 sharesnew addition2026-06-302026-07-17

TMO THERMO FISHER SCIENTIFIC INC COM32 sharesnew addition2026-06-302026-07-17

MEDTRONIC PLC SHS MEDTRONIC PLC SHS204 sharesnew addition2026-06-302026-07-17

VGK VANGUARD FTSE EUROPE ETF180 sharesnew addition2026-06-302026-07-17

IONIS PHARMACEUTICALS INC COM IONIS PHARMACEUTICALS INC COM200 sharesnew addition2026-06-302026-07-17

IFRA ISHARES U.S. INFRASTRUCTURE ETF251 sharesnew addition2026-06-302026-07-17

ARES CAPITAL CORP COM ARES CAPITAL CORP COM850 sharesnew addition2026-06-302026-07-17

NKE NIKE INC CL B378 sharesnew addition2026-06-302026-07-17

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IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF157 sharesnew addition2026-06-302026-07-17

VLO VALERO ENERGY CORP COM57 sharesnew addition2026-06-302026-07-17

FBIN FORTUNE BRANDS INNOVATIONS INC COM264 sharesnew addition2026-06-302026-07-17

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VICI VICI PPTYS INC COM538 sharesnew addition2026-06-302026-07-17

IBIT ISHARES BITCOIN TRUST ETF426 sharesnew addition2026-06-302026-07-17

LNG CHENIERE ENERGY INC COM NEW58 sharesnew addition2026-06-302026-07-17

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF562 sharesnew addition2026-06-302026-07-17

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BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF102 sharesnew addition2026-06-302026-07-17

RDDT REDDIT INC CL A79 sharesnew addition2026-06-302026-07-17

DUPONT DE NEMOURS INC COMMON STOCK DUPONT DE NEMOURS INC COMMON STOCK101 sharesnew addition2026-06-302026-07-17

BMNR BITMINE IMMERSION TECHS INC COM NEW1.0K sharesnew addition2026-06-302026-07-17

AGX ARGAN INC COM17 sharesnew addition2026-06-302026-07-17

HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3500 sharesnew addition2026-06-302026-07-17

GBTC GRAYSCALE BITCOIN TRUST ETF296 sharesnew addition2026-06-302026-07-17

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TDG TRANSDIGM GROUP INC COM10 sharesnew addition2026-06-302026-07-17

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OXSQ OXFORD SQUARE CAP CORP COM10.0K shares0.00%2026-06-302026-07-17

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DELL DELL TECHNOLOGIES INC CL C30 sharesnew addition2026-06-302026-07-17

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IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF125 sharesnew addition2026-06-302026-07-17

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DKS DICKS SPORTING GOODS INC COM55 sharesnew addition2026-06-302026-07-17

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ROK ROCKWELL AUTOMATION INC COM25 sharesnew addition2026-06-302026-07-17

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RMBS RAMBUS INC DEL COM93 sharesnew addition2026-06-302026-07-17

OTIS OTIS WORLDWIDE CORP COM171 sharesnew addition2026-06-302026-07-17

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CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES43 sharesnew addition2026-06-302026-07-17

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FITB FIFTH THIRD BANCORP COM198 sharesnew addition2026-06-302026-07-17

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HPS HANCOCK JOHN PFD INCOME FD III COM750 sharesnew addition2026-06-302026-07-17

FPF FIRST TR INTER DURATN PFD & IN COM600 sharesnew addition2026-06-302026-07-17

ALERIAN MLP ETF ALERIAN MLP ETF210 sharesnew addition2026-06-302026-07-17

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MRNA MODERNA INC COM152 sharesnew addition2026-06-302026-07-17

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CG CARLYLE GROUP INC COM251 sharesnew addition2026-06-302026-07-17

LNC LINCOLN NATL CORP IND COM298 sharesnew addition2026-06-302026-07-17

SHBI SHORE BANCSHARES INC COM459 sharesnew addition2026-06-302026-07-17

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LPX LOUISIANA PAC CORP COM133 sharesnew addition2026-06-302026-07-17

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CMC COMMERCIAL METALS CO COM157 sharesnew addition2026-06-302026-07-17

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COIN COINBASE GLOBAL INC COM CL A67 sharesnew addition2026-06-302026-07-17

FLGB FRANKLIN FTSE UNITED KINGDOM ETF277 sharesnew addition2026-06-302026-07-17

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MPWR MONOLITHIC PWR SYS INC COM7 sharesnew addition2026-06-302026-07-17

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JFR NUVEEN FLOATING RATE INCOME FD COM1.3K sharesnew addition2026-06-302026-07-17

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DHR DANAHER CORP DEL COM47 sharesnew addition2026-06-302026-07-17

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SEZL SEZZLE INC COM52 sharesnew addition2026-06-302026-07-17

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR170 sharesnew addition2026-06-302026-07-17

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PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF116 sharesnew addition2026-06-302026-07-17

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EOG EOG RES INC COM66 sharesnew addition2026-06-302026-07-17

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HPQ HP INC COM375 sharesnew addition2026-06-302026-07-17

OKLO OKLO INC COM CL A157 sharesnew addition2026-06-302026-07-17

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CEG CONSTELLATION ENERGY CORP COM29 sharesnew addition2026-06-302026-07-17

Sponsored

ANGLOGOLD ASHANTI PLC COM SHS ANGLOGOLD ASHANTI PLC COM SHS89 sharesnew addition2026-06-302026-07-17

VONV VANGUARD RUSSELL 1000 VALUE ETF67 sharesnew addition2026-06-302026-07-17

DRI DARDEN RESTAURANTS INC COM34 sharesnew addition2026-06-302026-07-17

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF68 sharesnew addition2026-06-302026-07-17

JQC NUVEEN CR STRATEGIES INCOME FD COM SHS1.4K sharesnew addition2026-06-302026-07-17

HAL HALLIBURTON CO COM200 sharesnew addition2026-06-302026-07-17

HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF210 sharesnew addition2026-06-302026-07-17

AXON AXON ENTERPRISE INC COM12 sharesnew addition2026-06-302026-07-17

Sponsored

GCOW PACER GLOBAL CASH COWS DIVIDEND ETF155 sharesnew addition2026-06-302026-07-17

UNM UNUM GROUP COM75 sharesnew addition2026-06-302026-07-17

SHLD GLOBAL X DEFENSE TECH ETF112 sharesnew addition2026-06-302026-07-17

TEL TE CONNECTIVITY PLC ORD SHS33 sharesnew addition2026-06-302026-07-17

QTUM DEFIANCE QUANTUM ETF40 sharesnew addition2026-06-302026-07-17

EWZ ISHARES MSCI BRAZIL ETF190 sharesnew addition2026-06-302026-07-17

GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI600 sharesnew addition2026-06-302026-07-17

RCS PIMCO STRATEGIC INCOME FD COM1.2K sharesnew addition2026-06-302026-07-17

Sponsored

ARGENX SE SPONSORED ADR ARGENX SE SPONSORED ADR7 sharesnew addition2026-06-302026-07-17

HYHG PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF100 sharesnew addition2026-06-302026-07-17

ALPS SECTOR DIVIDEND DOGS ETF ALPS SECTOR DIVIDEND DOGS ETF95 sharesnew addition2026-06-302026-07-17

VANGUARD RUSSELL 2000 ETF VANGUARD RUSSELL 2000 ETF53 sharesnew addition2026-06-302026-07-17

AZO AUTOZONE INC COM2 sharesnew addition2026-06-302026-07-17

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF65 sharesnew addition2026-06-302026-07-17

NTRA NATERA INC COM23 sharesnew addition2026-06-302026-07-17

RIO RIO TINTO PLC SPONSORED ADR65 sharesnew addition2026-06-302026-07-17

Sponsored

FAST FASTENAL CO COM128 sharesnew addition2026-06-302026-07-17

VVX V2X INC COM81 sharesnew addition2026-06-302026-07-17

DTM DT MIDSTREAM INC COMMON STOCK41 sharesnew addition2026-06-302026-07-17

TFPM TRIPLE FLAG PRECIOUS METAL COM200 sharesnew addition2026-06-302026-07-17

QQQ

INVESCO QQQ TRUST SERIES I

9.11%

Shares44.5K

Event2026-06-30

Filed2026-07-17

STATE STREET SPDR S&P 500 ETF

13.08%

Shares41.0K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION COM

3.80%

Shares50.6K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC COM

3.19%

Shares28.5K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES CORE S&P MID-CAP ETF

22.01%

Shares84.3K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP COM

-0.55%

Shares14.2K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD VALUE ETF

-1.99%

Shares23.9K

Event2026-06-30

Filed2026-07-17

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-1.70%

Shares27.2K

Event2026-06-30

Filed2026-07-17

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.17%

Shares30.9K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-0.99%

Shares28.6K

Event2026-06-30

Filed2026-07-17

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

13.36%

Shares27.5K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-2.42%

Shares118.1K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO COM

8.89%

Shares11.3K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES RUSSELL 2000 ETF

2.34%

Shares11.7K

Event2026-06-30

Filed2026-07-17

SCHM

SCHWAB U.S. MID-CAP ETF

-2.88%

Shares94.4K

Event2026-06-30

Filed2026-07-17

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

128.18%

Shares87.4K

Event2026-06-30

Filed2026-07-17

USB

US BANCORP COM NEW

-0.01%

Shares50.4K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC COM

-0.47%

Shares10.4K

Event2026-06-30

Filed2026-07-17

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

79.87%

Shares29.3K

Event2026-06-30

Filed2026-07-17

DFLV

DIMENSIONAL US LARGE CAP VALUE ETF

88.38%

Shares53.6K

Event2026-06-30

Filed2026-07-17

ABBVIE INC COM

0.70%

Shares7.3K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC COM

-0.23%

Shares1.7K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD GROWTH ETF

492.51%

Shares19.3K

Event2026-06-30

Filed2026-07-17

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares12.1K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES S&P 500 GROWTH ETF

3.03%

Shares11.9K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

1.01%

Shares3.1K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC CAP STK CL C

16.48%

Shares4.3K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION COM

-0.49%

Shares1.6K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC COM

-3.93%

Shares4.2K

Event2026-06-30

Filed2026-07-17

MGK

VANGUARD MEGA CAP GROWTH ETF

378.80%

Shares16.7K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC COM

7.15%

Shares12.0K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC COM

7.62%

Shares2.8K

Event2026-06-30

Filed2026-07-17

COCA COLA CO COM

0.95%

Shares14.4K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO COM

0.50%

Shares14.0K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON COM

-0.02%

Shares4.1K

Event2026-06-30

Filed2026-07-17

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

259.62%

Shares24.7K

Event2026-06-30

Filed2026-07-17

ISHARES CORE S&P 500 ETF

71.04%

Shares1.3K

Event2026-06-30

Filed2026-07-17

ASML

ASML HLDG NV N Y REGISTRY SHS

0.00%

Shares475

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING INC COM

-1.18%

Shares4.2K

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED CL A

34.21%

Shares1.7K

Event2026-06-30

Filed2026-07-17

EMR

EMERSON ELEC CO COM

-0.09%

Shares5.7K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC CAP STK CL A

-1.12%

Shares2.3K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC COM

-2.29%

Shares9.3K

Event2026-06-30

Filed2026-07-17

BROADCOM INC COM

38.05%

Shares2.1K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC COM

-7.99%

Shares6.6K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

-5.41%

Shares22.1K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS COM

67.11%

Shares2.6K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION COM

2.08%

Shares4.4K

Event2026-06-30

Filed2026-07-17

ITW

ILLINOIS TOOL WKS INC COM

0.08%

Shares2.7K

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC COM

2.71%

Shares949

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC COM

New

Shares592

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD S&P 500 ETF

0.00%

Shares969

Event2026-06-30

Filed2026-07-17

GE AEROSPACE COM NEW

1.47%

Shares1.7K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC COM

0.15%

Shares3.3K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO COM

2.29%

Shares4.1K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC CL A

-0.19%

Shares1.0K

Event2026-06-30

Filed2026-07-17

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-0.61%

Shares1.6K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES CORE S&P SMALL CAP ETF

-4.15%

Shares3.6K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC COM

0.89%

Shares453

Event2026-06-30

Filed2026-07-17

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-10.94%

Shares5.2K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP COM NEW

-3.74%

Shares1.1K

Event2026-06-30

Filed2026-07-17

FHLC

FIDELITY MSCI HEALTH CARE INDEX ETF

-2.96%

Shares5.6K

Event2026-06-30

Filed2026-07-17

UBER

UBER TECHNOLOGIES INC COM

-0.74%

Shares6.0K

Event2026-06-30

Filed2026-07-17

SCHA

SCHWAB U.S. SMALL-CAP ETF

-4.91%

Shares11.7K

Event2026-06-30

Filed2026-07-17

SCHB

SCHWAB U.S. BROAD MARKET ETF

-6.44%

Shares14.2K

Event2026-06-30

Filed2026-07-17

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-6.20%

Shares7.6K

Event2026-06-30

Filed2026-07-17

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

-11.81%

Shares11.1K

Event2026-06-30

Filed2026-07-17

VISA INC COM CL A

-3.41%

Shares1.1K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB U.S. LARGE-CAP ETF

-4.45%

Shares12.8K

Event2026-06-30

Filed2026-07-17

NETFLIX INC. COM

-1.16%

Shares5.2K

Event2026-06-30

Filed2026-07-17

GNLX

GENELUX CORPORATION COM

2.61%

Shares122.0K

Event2026-06-30

Filed2026-07-17

NVO

NOVO-NORDISK A S ADR

-0.15%

Shares7.4K

Event2026-06-30

Filed2026-07-17

IVE

ISHARES S&P 500 VALUE ETF

49.65%

Shares1.5K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC COM

New

Shares556

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC COM

2.44%

Shares7.5K

Event2026-06-30

Filed2026-07-17

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

New

Shares6.8K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO COM

3.95%

Shares263

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC COM

-5.40%

Shares2.3K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP COM

-0.26%

Shares1.1K

Event2026-06-30

Filed2026-07-17

QDF

FLEXSHARES QUALITY DIVIDEND INDEX FUND

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC COM

-22.20%

Shares813

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC COM

-1.38%

Shares286

Event2026-06-30

Filed2026-07-17

KMB

KIMBERLY-CLARK CORP COM

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-17

BAC-PL

BANK AMERICA CORP 7.25CNV PFD L

5.94%

Shares214

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO COM

-0.22%

Shares2.8K

Event2026-06-30

Filed2026-07-17

SFBS

SERVISFIRST BANCSHARES INC COM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-17

FDVV

FIDELITY HIGH DIVIDEND ETF

13.04%

Shares4.1K

Event2026-06-30

Filed2026-07-17

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

17.45%

Shares3.2K

Event2026-06-30

Filed2026-07-17

TSCO

TRACTOR SUPPLY CO COM

0.08%

Shares7.7K

Event2026-06-30

Filed2026-07-17

CROWDSTRIKE HLDGS INC CL A

New

Shares320

Event2026-06-30

Filed2026-07-17

SRE

SEMPRA COM

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-17

BOEING CO COM

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

ORACLE CORP COM

-4.51%

Shares1.5K

Event2026-06-30

Filed2026-07-17

IWB

ISHARES RUSSELL 1000 ETF

New

Shares520

Event2026-06-30

Filed2026-07-17

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

New

Shares3.1K

Event2026-06-30

Filed2026-07-17

VHT

VANGUARD HEALTH CARE ETF

-15.28%

Shares693

Event2026-06-30

Filed2026-07-17

PHM

PULTE GROUP INC COM

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

VXF

VANGUARD EXTENDED MARKET ETF

New

Shares775

Event2026-06-30

Filed2026-07-17

IWF

ISHARES RUSSELL 1000 GROWTH ETF

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

IVOO

VANGUARD S&P MID-CAP 400 ETF

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC CL A

6.88%

Shares1.6K

Event2026-06-30

Filed2026-07-17

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

New

Shares1.8K

Event2026-06-30

Filed2026-07-17

FDEV

FIDELITY INTERNATIONAL MULTIFACTOR ETF

New

Shares5.0K

Event2026-06-30

Filed2026-07-17

CMI

CUMMINS INC COM

New

Shares243

Event2026-06-30

Filed2026-07-17

GOVT

ISHARES U.S. TREASURY BOND ETF

New

Shares7.6K

Event2026-06-30

Filed2026-07-17

CVBF

CVB FINL CORP COM

New

Shares7.5K

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

New

Shares6.1K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION COM

New

Shares878

Event2026-06-30

Filed2026-07-17

STRL

STERLING INFRASTRUCTURE INC COM

New

Shares196

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

New

Shares337

Event2026-06-30

Filed2026-07-17

IYT

ISHARES US TRANSPORTATION ETF

New

Shares1.8K

Event2026-06-30

Filed2026-07-17

DFSU

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

New

Shares3.4K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES COM

New

Shares1.7K

Event2026-06-30

Filed2026-07-17

NOC

NORTHROP GRUMMAN CORP COM

-0.33%

Shares305

Event2026-06-30

Filed2026-07-17

CAH

CARDINAL HEALTH INC COM

New

Shares637

Event2026-06-30

Filed2026-07-17

FIX

COMFORT SYS USA INC COM

New

Shares74

Event2026-06-30

Filed2026-07-17

WMB

WILLIAMS COS INC COM

New

Shares2.0K

Event2026-06-30

Filed2026-07-17

DFSB

DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF

New

Shares2.7K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC COM

New

Shares551

Event2026-06-30

Filed2026-07-17

EIX

EDISON INTL COM

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW COM NEW

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

GENERAL DYNAMICS CORP COM

New

Shares392

Event2026-06-30

Filed2026-07-17

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

New

Shares486

Event2026-06-30

Filed2026-07-17

VANGUARD TOTAL STOCK MARKET ETF

-61.79%

Shares371

Event2026-06-30

Filed2026-07-17

CRWV

COREWEAVE INC COM CL A

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

EFG

ISHARES MSCI EAFE GROWTH ETF

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

IYW

ISHARES U.S. TECHNOLOGY ETF

New

Shares520

Event2026-06-30

Filed2026-07-17

STATE STREET SPDR PORTFOLIO S&P 500 ETF

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

LMT

LOCKHEED MARTIN CORP COM

New

Shares256

Event2026-06-30

Filed2026-07-17

PFE

PFIZER INC COM

New

Shares5.3K

Event2026-06-30

Filed2026-07-17

JMBS

JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF

New

Shares2.8K

Event2026-06-30

Filed2026-07-17

DVY

ISHARES SELECT DIVIDEND ETF

New

Shares809

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

WASTE MGMT INC DEL COM

New

Shares550

Event2026-06-30

Filed2026-07-17

INTU

INTUIT COM

-0.21%

Shares465

Event2026-06-30

Filed2026-07-17

MDLZ

MONDELEZ INTL INC CL A

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD DIVIDEND APPRECIATION ETF

New

Shares484

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP COM

New

Shares808

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD SHARES

New

Shares303

Event2026-06-30

Filed2026-07-17

CONSOLIDATED EDISON INC COM

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares645

Event2026-06-30

Filed2026-07-17

HONEYWELL INTL INC COM

New

Shares489

Event2026-06-30

Filed2026-07-17

BSV

VANGUARD SHORT-TERM BOND ETF

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP COM

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

HONEYWELL AEROSPACE INC COM

New

Shares489

Event2026-06-30

Filed2026-07-17

PNW

PINNACLE WEST CAP CORP COM

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

FORD MTR CO COM

New

Shares7.6K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD FTSE EMERGING MARKETS ETF

New

Shares1.8K

Event2026-06-30

Filed2026-07-17

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

New

Shares200

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC COM

New

Shares805

Event2026-06-30

Filed2026-07-17

VAW

VANGUARD MATERIALS ETF

New

Shares445

Event2026-06-30

Filed2026-07-17

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

New

Shares996

Event2026-06-30

Filed2026-07-17

MLI

MUELLER INDS INC COM

New

Shares800

Event2026-06-30

Filed2026-07-17

JPC

NUVEEN PFD & INCOME OPPORTUNIT COM

6.94%

Shares12.3K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP COM

New

Shares946

Event2026-06-30

Filed2026-07-17

DOMINION ENERGY INC COM

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

ODFL

OLD DOMINION FREIGHT LINE INC COM

New

Shares415

Event2026-06-30

Filed2026-07-17

SDVY

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

UNITEDHEALTH GROUP INC COM

New

Shares209

Event2026-06-30

Filed2026-07-17

SNDK

SANDISK CORP COM

New

Shares38

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

SHOP

SHOPIFY INC CL A SUB VTG SHS

New

Shares720

Event2026-06-30

Filed2026-07-17

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

New

Shares499

Event2026-06-30

Filed2026-07-17

ACWX

ISHARES MSCI ACWI EX U.S. ETF

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

BLCR

ISHARES LARGE CAP CORE ACTIVE ETF

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

ADI

ANALOG DEVICES INC COM

New

Shares197

Event2026-06-30

Filed2026-07-17

BROS

DUTCH BROS INC CL A

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

SCHZ

SCHWAB US AGGREGATE BOND ETF

New

Shares3.3K

Event2026-06-30

Filed2026-07-17

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

AT&T INC COM

New

Shares3.6K

Event2026-06-30

Filed2026-07-17

VANGUARD MID-CAP ETF

New

Shares928

Event2026-06-30

Filed2026-07-17

TRANE TECHNOLOGIES PLC SHS

New

Shares151

Event2026-06-30

Filed2026-07-17

MBB

ISHARES MBS ETF

New

Shares783

Event2026-06-30

Filed2026-07-17

MAR

MARRIOTT INTL INC NEW CL A

New

Shares199

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO COM

New

Shares218

Event2026-06-30

Filed2026-07-17

IDEF

ISHARES DEFENSE INDUSTRIALS ACTIVE ETF

New

Shares2.3K

Event2026-06-30

Filed2026-07-17

RKLB

ROCKET LAB CORP COM

New

Shares703

Event2026-06-30

Filed2026-07-17

SCHH

SCHWAB U.S. REIT ETF

New

Shares3.0K

Event2026-06-30

Filed2026-07-17

BLACKSTONE INC COM

New

Shares596

Event2026-06-30

Filed2026-07-17

TROW

PRICE T ROWE GROUP INC COM

New

Shares600

Event2026-06-30

Filed2026-07-17

MAIN

MAIN STR CAP CORP COM

New

Shares1.3K

Event2026-06-30

Filed2026-07-17

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

MORGAN STANLEY COM NEW

New

Shares314

Event2026-06-30

Filed2026-07-17

NFG

NATIONAL FUEL GAS CO COM

New

Shares850

Event2026-06-30

Filed2026-07-17

EFV

ISHARES MSCI EAFE VALUE ETF

New

Shares832

Event2026-06-30

Filed2026-07-17

IXN

ISHARES GLOBAL TECH ETF

New

Shares438

Event2026-06-30

Filed2026-07-17

EPD

ENTERPRISE PRODS PARTNERS L P COM

New

Shares1.7K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES RUSSELL 1000 VALUE ETF

New

Shares256

Event2026-06-30

Filed2026-07-17

ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF

New

Shares2.2K

Event2026-06-30

Filed2026-07-17

VANGUARD SMALL-CAP ETF

New

Shares203

Event2026-06-30

Filed2026-07-17

ANET

ARISTA NETWORKS INC COM SHS

New

Shares360

Event2026-06-30

Filed2026-07-17

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

FMDE

FIDELITY ENHANCED MID CAP CORE ETF

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

IWN

ISHARES RUSSELL 2000 VALUE ETF

New

Shares268

Event2026-06-30

Filed2026-07-17

TOL

TOLL BROTHERS INC COM

New

Shares356

Event2026-06-30

Filed2026-07-17

AKRE

AKRE FOCUS ETF

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

ALK

ALASKA AIR GROUP INC COM

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

VRT

VERTIV HOLDINGS CO COM CL A

New

Shares171

Event2026-06-30

Filed2026-07-17

TGT

TARGET CORP COM

New

Shares435

Event2026-06-30

Filed2026-07-17

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

New

Shares1.3K

Event2026-06-30

Filed2026-07-17

LUV

SOUTHWEST AIRLS CO COM

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP COM NEW

New

Shares180

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC COM

New

Shares730

Event2026-06-30

Filed2026-07-17

BAR

GRANITESHARES GOLD SHARES

New

Shares1.3K

Event2026-06-30

Filed2026-07-17

CARR

CARRIER GLOBAL CORPORATION COM

New

Shares703

Event2026-06-30

Filed2026-07-17

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

New

Shares211

Event2026-06-30

Filed2026-07-17

EZU

ISHARES MSCI EUROZONE ETF

New

Shares720

Event2026-06-30

Filed2026-07-17

SOUN

SOUNDHOUND AI INC CLASS A COM

New

Shares7.7K

Event2026-06-30

Filed2026-07-17

CRS

CARPENTER TECHNOLOGY CORP COM

New

Shares80

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC SHS

New

Shares115

Event2026-06-30

Filed2026-07-17

CORTEVA INC COM

New

Shares572

Event2026-06-30

Filed2026-07-17

MUB

ISHARES NATIONAL MUNI BOND ETF

New

Shares448

Event2026-06-30

Filed2026-07-17

NBIS

NEBIUS GROUP N.V. SHS CLASS A

New

Shares171

Event2026-06-30

Filed2026-07-17

URA

GLOBAL X URANIUM ETF

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC COM

New

Shares131

Event2026-06-30

Filed2026-07-17

UNILEVER PLC SPON ADR NEW

New

Shares739

Event2026-06-30

Filed2026-07-17

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

New

Shares236

Event2026-06-30

Filed2026-07-17

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

New

Shares45

Event2026-06-30

Filed2026-07-17

IXJ

ISHARES GLOBAL HEALTHCARE ETF

New

Shares441

Event2026-06-30

Filed2026-07-17

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

IBKR

INTERACTIVE BROKERS GROUP INC COM CL A

New

Shares490

Event2026-06-30

Filed2026-07-17

3M CO COM

New

Shares263

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC COM

New

Shares191

Event2026-06-30

Filed2026-07-17

WDC

WESTERN DIGITAL CORP COM

New

Shares64

Event2026-06-30

Filed2026-07-17

HOOD

ROBINHOOD MKTS INC COM CL A

New

Shares406

Event2026-06-30

Filed2026-07-17

EWJV

ISHARES MSCI JAPAN VALUE ETF

New

Shares917

Event2026-06-30

Filed2026-07-17

ILCG

ISHARES MORNINGSTAR GROWTH ETF

New

Shares344

Event2026-06-30

Filed2026-07-17

BBCA

JPMORGAN BETABUILDERS CANADA ETF

New

Shares405

Event2026-06-30

Filed2026-07-17

APPLOVIN CORP COM CL A

New

Shares78

Event2026-06-30

Filed2026-07-17

TJX

TJX COS INC NEW COM

New

Shares265

Event2026-06-30

Filed2026-07-17

ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF

New

Shares793

Event2026-06-30

Filed2026-07-17

VBK

VANGUARD SMALL-CAP GROWTH ETF

New

Shares109

Event2026-06-30

Filed2026-07-17

KGC

KINROSS GOLD CORP COM

New

Shares1.7K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC COM

New

Shares216

Event2026-06-30

Filed2026-07-17

HCA

HCA HEALTHCARE INC COM

New

Shares100

Event2026-06-30

Filed2026-07-17

RACE

FERRARI N V COM

New

Shares104

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

New

Shares541

Event2026-06-30

Filed2026-07-17

EFA

ISHARES MSCI EAFE ETF

New

Shares368

Event2026-06-30

Filed2026-07-17

SPXX

NUVEEN S&P 500 DYNAMIC OVERWRI COM

New

Shares2.0K

Event2026-06-30

Filed2026-07-17

SMCI

SUPER MICRO COMPUTER INC COM NEW

New

Shares1.3K

Event2026-06-30

Filed2026-07-17

ALAB

ASTERA LABS INC COM

New

Shares77

Event2026-06-30

Filed2026-07-17

FICO

FAIR ISAAC CORP COM

New

Shares30

Event2026-06-30

Filed2026-07-17

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

New

Shares471

Event2026-06-30

Filed2026-07-17

VNQ

VANGUARD REAL ESTATE ETF

New

Shares367

Event2026-06-30

Filed2026-07-17

EDWARDS LIFESCIENCES CORP COM

New

Shares384

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD SMALL CAP VALUE ETF

New

Shares142

Event2026-06-30

Filed2026-07-17

OEF

ISHARES S&P 100 ETF

New

Shares94

Event2026-06-30

Filed2026-07-17

RIVIAN AUTOMOTIVE INC COM CL A

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

IYH

ISHARES U.S. HEALTHCARE ETF

New

Shares500

Event2026-06-30

Filed2026-07-17

SCCO

SOUTHERN COPPER CORP COM

New

Shares187

Event2026-06-30

Filed2026-07-17

ORLY

OREILLY AUTOMOTIVE INC COM

New

Shares353

Event2026-06-30

Filed2026-07-17

IWR

ISHARES RUSSELL MIDCAP ETF

New

Shares292

Event2026-06-30

Filed2026-07-17

MRVL

MARVELL TECHNOLOGY INC COM

New

Shares108

Event2026-06-30

Filed2026-07-17

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

New

Shares629

Event2026-06-30

Filed2026-07-17

BANK OF NY MELLON CORP COM

New

Shares214

Event2026-06-30

Filed2026-07-17

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

New

Shares588

Event2026-06-30

Filed2026-07-17

CRM

SALESFORCE INC COM

New

Shares196

Event2026-06-30

Filed2026-07-17

IWO

ISHARES RUSSELL 2000 GROWTH ETF

New

Shares76

Event2026-06-30

Filed2026-07-17

TBIL

F/M US TREASURY 3 MONTH BILL FUND

New

Shares600

Event2026-06-30

Filed2026-07-17

VDC

VANGUARD CONSUMER STAPLES ETF

New

Shares132

Event2026-06-30

Filed2026-07-17

FDIS

FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF

New

Shares285

Event2026-06-30

Filed2026-07-17

NRG

NRG ENERGY INC COM NEW

New

Shares200

Event2026-06-30

Filed2026-07-17

LUMENTUM HLDGS INC COM

New

Shares34

Event2026-06-30

Filed2026-07-17

EWY

ISHARES MSCI SOUTH KOREA ETF

New

Shares142

Event2026-06-30

Filed2026-07-17

ISHARES CORE MSCI EAFE ETF

New

Shares290

Event2026-06-30

Filed2026-07-17

DINO

HF SINCLAIR CORP COM

New

Shares395

Event2026-06-30

Filed2026-07-17

SNOWFLAKE INC COM SHS

New

Shares104

Event2026-06-30

Filed2026-07-17

TRAVELERS COMPANIES INC COM

New

Shares79

Event2026-06-30

Filed2026-07-17

BNS

BANK NOVA SCOTIA B C COM

New

Shares300

Event2026-06-30

Filed2026-07-17

OKE

ONEOK INC NEW COM

New

Shares298

Event2026-06-30

Filed2026-07-17

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

New

Shares447

Event2026-06-30

Filed2026-07-17

GEHC

GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK

New

Shares392

Event2026-06-30

Filed2026-07-17

SPG

SIMON PPTY GROUP INC NEW COM

New

Shares111

Event2026-06-30

Filed2026-07-17

MPC

MARATHON PETE CORP COM

New

Shares95

Event2026-06-30

Filed2026-07-17

PPG

PPG INDS INC COM

New

Shares200

Event2026-06-30

Filed2026-07-17

ATI INC COM

New

Shares123

Event2026-06-30

Filed2026-07-17

DFSI

DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF

New

Shares531

Event2026-06-30

Filed2026-07-17

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

New

Shares200

Event2026-06-30

Filed2026-07-17

ALL

ALLSTATE CORP COM

New

Shares100

Event2026-06-30

Filed2026-07-17

SYSB

ISHARES SYSTEMATIC BOND ETF

New

Shares268

Event2026-06-30

Filed2026-07-17

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

New

Shares466

Event2026-06-30

Filed2026-07-17

VRTX

VERTEX PHARMACEUTICALS INC COM

New

Shares47

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC COM

New

Shares78

Event2026-06-30

Filed2026-07-17

VANGUARD LARGE-CAP ETF

New

Shares67

Event2026-06-30

Filed2026-07-17

GILD

GILEAD SCIENCES INC COM

New

Shares181

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TRUST

New

Shares302

Event2026-06-30

Filed2026-07-17

TER

TERADYNE INC COM

New

Shares47

Event2026-06-30

Filed2026-07-17

CLM

CORNERSTONE STRATEGIC INVESTME COM

New

Shares3.0K

Event2026-06-30

Filed2026-07-17

REGN

REGENERON PHARMACEUTICALS COM

New

Shares36

Event2026-06-30

Filed2026-07-17

DEERE & CO COM

New

Shares35

Event2026-06-30

Filed2026-07-17

XEL

XCEL ENERGY INC COM

New

Shares274

Event2026-06-30

Filed2026-07-17

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

New

Shares482

Event2026-06-30

Filed2026-07-17

DXJ

WISDOMTREE JAPAN HEDGED EQUITY FUND

New

Shares125

Event2026-06-30

Filed2026-07-17

USAR

USA RARE EARTH INC COM

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

VOE

VANGUARD MID-CAP VALUE ETF

New

Shares109

Event2026-06-30

Filed2026-07-17

BROADRIDGE FINL SOLUTIONS INC COM

New

Shares155

Event2026-06-30

Filed2026-07-17

KROGER CO COM

New

Shares380

Event2026-06-30

Filed2026-07-17

UPS

UNITED PARCEL SVCS INC CL B

New

Shares196

Event2026-06-30

Filed2026-07-17

CNQ

CANADIAN NAT RES LTD MED TERM COM

New

Shares532

Event2026-06-30

Filed2026-07-17

MHO

M/I HOMES INC COM

New

Shares130

Event2026-06-30

Filed2026-07-17

CLOUDFLARE INC CL A COM

New

Shares85

Event2026-06-30

Filed2026-07-17

SOLS

SOLSTICE ADVANCED MATLS INC COM SHS

New

Shares235

Event2026-06-30

Filed2026-07-17

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

New

Shares263

Event2026-06-30

Filed2026-07-17

MTZ

MASTEC INC COM

New

Shares50

Event2026-06-30

Filed2026-07-17

CVS

CVS HEALTH CORP COM

New

Shares200

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP COM

New

Shares76

Event2026-06-30

Filed2026-07-17

TIP

ISHARES TIPS BOND ETF

New

Shares185

Event2026-06-30

Filed2026-07-17

BILS

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

New

Shares200

Event2026-06-30

Filed2026-07-17

GENERAL MTRS CO COM

New

Shares252

Event2026-06-30

Filed2026-07-17

SERVICENOW INC COM

New

Shares193

Event2026-06-30

Filed2026-07-17

NXP SEMICONDUCTORS N V COM

New

Shares68

Event2026-06-30

Filed2026-07-17

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

New

Shares370

Event2026-06-30

Filed2026-07-17

CME

CME GROUP INC COM

New

Shares83

Event2026-06-30

Filed2026-07-17

SPYD

STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF

New

Shares384

Event2026-06-30

Filed2026-07-17

INTT

INTEST CORP COM

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

KMI

KINDER MORGAN INC DEL COM

New

Shares562

Event2026-06-30

Filed2026-07-17

STLD

STEEL DYNAMICS INC COM

New

Shares78

Event2026-06-30

Filed2026-07-17

ALIBABA GROUP HLDG LTD SPONSORED ADS

New

Shares185

Event2026-06-30

Filed2026-07-17

RDY

DR REDDYS LABS LTD ADR

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

ERTH

INVESCO MSCI SUSTAINABLE FUTURE ETF

New

Shares373

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS COM

New

Shares168

Event2026-06-30

Filed2026-07-17

PRU

PRUDENTIAL FINL INC COM

New

Shares160

Event2026-06-30

Filed2026-07-17

STM

STMICROELECTRONICS N V NY REGISTRY

New

Shares227

Event2026-06-30

Filed2026-07-17

STT

STATE STR CORP COM

New

Shares100

Event2026-06-30

Filed2026-07-17

CITIGROUP INC COM NEW

New

Shares121

Event2026-06-30

Filed2026-07-17

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

New

Shares144

Event2026-06-30

Filed2026-07-17

PSX

PHILLIPS 66 COM

New

Shares100

Event2026-06-30

Filed2026-07-17

VOT

VANGUARD MID-CAP GROWTH ETF

New

Shares55

Event2026-06-30

Filed2026-07-17

PDI

PIMCO DYNAMIC INCOME FD SHS

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

SYK

STRYKER CORPORATION COM

New

Shares53

Event2026-06-30

Filed2026-07-17

UAL

UNITED AIRLS HLDGS INC COM

New

Shares120

Event2026-06-30

Filed2026-07-17

TMO

THERMO FISHER SCIENTIFIC INC COM

New

Shares32

Event2026-06-30

Filed2026-07-17

MEDTRONIC PLC SHS

New

Shares204

Event2026-06-30

Filed2026-07-17

VGK

VANGUARD FTSE EUROPE ETF

New

Shares180

Event2026-06-30

Filed2026-07-17

IONIS PHARMACEUTICALS INC COM

New

Shares200

Event2026-06-30

Filed2026-07-17

IFRA

ISHARES U.S. INFRASTRUCTURE ETF

New

Shares251

Event2026-06-30

Filed2026-07-17

ARES CAPITAL CORP COM

New

Shares850

Event2026-06-30

Filed2026-07-17

NKE

NIKE INC CL B

New

Shares378

Event2026-06-30

Filed2026-07-17

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

New

Shares157

Event2026-06-30

Filed2026-07-17

VLO

VALERO ENERGY CORP COM

New

Shares57

Event2026-06-30

Filed2026-07-17

FBIN

FORTUNE BRANDS INNOVATIONS INC COM

New

Shares264

Event2026-06-30

Filed2026-07-17

BLK

BLACKROCK INC COM

New

Shares15

Event2026-06-30

Filed2026-07-17

VICI

VICI PPTYS INC COM

New

Shares538

Event2026-06-30

Filed2026-07-17

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares426

Event2026-06-30

Filed2026-07-17

LNG

CHENIERE ENERGY INC COM NEW

New

Shares58

Event2026-06-30

Filed2026-07-17

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

New

Shares562

Event2026-06-30

Filed2026-07-17

BBUS

JPMORGAN BETABUILDERS U.S. EQUITY ETF

New

Shares102

Event2026-06-30

Filed2026-07-17

RDDT

REDDIT INC CL A

New

Shares79

Event2026-06-30

Filed2026-07-17

DUPONT DE NEMOURS INC COMMON STOCK

New

Shares101

Event2026-06-30

Filed2026-07-17

BMNR

BITMINE IMMERSION TECHS INC COM NEW

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

AGX

ARGAN INC COM

New

Shares17

Event2026-06-30

Filed2026-07-17

HMC

HONDA MOTOR CO LTD ADR ECH CNV IN 3

New

Shares500

Event2026-06-30

Filed2026-07-17

GBTC

GRAYSCALE BITCOIN TRUST ETF

New

Shares296

Event2026-06-30

Filed2026-07-17

ADM

ARCHER DANIELS MIDLAND CO COM

New

Shares175

Event2026-06-30

Filed2026-07-17

TDG

TRANSDIGM GROUP INC COM

New

Shares10

Event2026-06-30

Filed2026-07-17

MICROCHIP TECHNOLOGY INC. COM

New

Shares146

Event2026-06-30

Filed2026-07-17

WBD

WARNER BROS DISCOVERY INC COM SER A

New

Shares499

Event2026-06-30

Filed2026-07-17

STRATEGY INC CL A NEW

New

Shares153

Event2026-06-30

Filed2026-07-17

MNST

MONSTER BEVERAGE CORP NEW COM

New

Shares138

Event2026-06-30

Filed2026-07-17

OXSQ

OXFORD SQUARE CAP CORP COM

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-17

EVV

EATON VANCE LIMITED DURATION I COM

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

New

Shares135

Event2026-06-30

Filed2026-07-17

DELL

DELL TECHNOLOGIES INC CL C

New

Shares30

Event2026-06-30

Filed2026-07-17

AEM

AGNICO EAGLE MINES LTD COM

New

Shares83

Event2026-06-30

Filed2026-07-17

NVS

NOVARTIS AG SPONSORED ADR

New

Shares82

Event2026-06-30

Filed2026-07-17

NOK

NOKIA CORP SPONSORED ADR

New

Shares954

Event2026-06-30

Filed2026-07-17

IYC

ISHARES U.S. CONSUMER DISCRETIONARY ETF

New

Shares125

Event2026-06-30

Filed2026-07-17

DTE

DTE ENERGY CO COM

New

Shares82

Event2026-06-30

Filed2026-07-17

BLW

BLACKROCK LTD DURATION INCOME COM SHS

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

DKS

DICKS SPORTING GOODS INC COM

New

Shares55

Event2026-06-30

Filed2026-07-17

ROK

ROCKWELL AUTOMATION INC COM

New

Shares25

Event2026-06-30

Filed2026-07-17

MIN

ABERDEEN INTER INCOME FD SH BEN INT

New

Shares5.0K

Event2026-06-30

Filed2026-07-17

RMBS

RAMBUS INC DEL COM

New

Shares93

Event2026-06-30

Filed2026-07-17

OTIS

OTIS WORLDWIDE CORP COM

New

Shares171

Event2026-06-30

Filed2026-07-17

PAAS

PAN AMERN SILVER CORP COM

New

Shares271

Event2026-06-30

Filed2026-07-17

DASH

DOORDASH INC CL A

New

Shares64

Event2026-06-30

Filed2026-07-17

VMC

VULCAN MATLS CO COM

New

Shares40

Event2026-06-30

Filed2026-07-17

CRDO

CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES

New

Shares43

Event2026-06-30

Filed2026-07-17

SMOG

VANECK LOW CARBON ENERGY ETF

New

Shares80

Event2026-06-30

Filed2026-07-17

FTAI

FTAI AVIATION LTD SHS

New

Shares43

Event2026-06-30

Filed2026-07-17

OXY

OCCIDENTAL PETE CORP COM

New

Shares239

Event2026-06-30

Filed2026-07-17

NEM

NEWMONT CORP COM

New

Shares123

Event2026-06-30

Filed2026-07-17

CHRD

CHORD ENERGY CORPORATION COM NEW

New

Shares100

Event2026-06-30

Filed2026-07-17

MDB

MONGODB INC CL A

New

Shares34

Event2026-06-30

Filed2026-07-17

BP PLC SPONSORED ADR

New

Shares309

Event2026-06-30

Filed2026-07-17

DAL

DELTA AIR LINES INC COM NEW

New

Shares120

Event2026-06-30

Filed2026-07-17

FITB

FIFTH THIRD BANCORP COM

New

Shares198

Event2026-06-30

Filed2026-07-17

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

New

Shares209

Event2026-06-30

Filed2026-07-17

HPS

HANCOCK JOHN PFD INCOME FD III COM

New

Shares750

Event2026-06-30

Filed2026-07-17

FPF

FIRST TR INTER DURATN PFD & IN COM

New

Shares600

Event2026-06-30

Filed2026-07-17

ALERIAN MLP ETF

New

Shares210

Event2026-06-30

Filed2026-07-17

VIS

VANGUARD INDUSTRIALS ETF

New

Shares30

Event2026-06-30

Filed2026-07-17

SYF

SYNCHRONY FINANCIAL COM

New

Shares140

Event2026-06-30

Filed2026-07-17

MRNA

MODERNA INC COM

New

Shares152

Event2026-06-30

Filed2026-07-17

CARLYLE GROUP INC COM

New

Shares251

Event2026-06-30

Filed2026-07-17

LNC

LINCOLN NATL CORP IND COM

New

Shares298

Event2026-06-30

Filed2026-07-17

SHBI

SHORE BANCSHARES INC COM

New

Shares459

Event2026-06-30

Filed2026-07-17

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

New

Shares48

Event2026-06-30

Filed2026-07-17

HESM

HESS MIDSTREAM LP CL A SHS

New

Shares280

Event2026-06-30

Filed2026-07-17

LPX

LOUISIANA PAC CORP COM

New

Shares133

Event2026-06-30

Filed2026-07-17

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

New

Shares49

Event2026-06-30

Filed2026-07-17

AEP

AMERICAN ELEC PWR CO INC COM

New

Shares76

Event2026-06-30

Filed2026-07-17

PAYX

PAYCHEX INC COM

New

Shares105

Event2026-06-30

Filed2026-07-17

CCD

CALAMOS DYNAMIC CONV & INCOME COM

New

Shares400

Event2026-06-30

Filed2026-07-17

MELI

MERCADOLIBRE INC COM

New

Shares6

Event2026-06-30

Filed2026-07-17

DNN

DENISON MINES CORP COM

New

Shares3.3K

Event2026-06-30

Filed2026-07-17

IRM

IRON MTN INC DEL COM

New

Shares80

Event2026-06-30

Filed2026-07-17

ICVT

ISHARES CONVERTIBLE BOND ETF

New

Shares82

Event2026-06-30

Filed2026-07-17

ONEQ

FIDELITY NASDAQ COMPOSITE INDEX ETF

New

Shares96

Event2026-06-30

Filed2026-07-17

CMC

COMMERCIAL METALS CO COM

New

Shares157

Event2026-06-30

Filed2026-07-17

COIN

COINBASE GLOBAL INC COM CL A

New

Shares67

Event2026-06-30

Filed2026-07-17

FLGB

FRANKLIN FTSE UNITED KINGDOM ETF

New

Shares277

Event2026-06-30

Filed2026-07-17

AGI

ALAMOS GOLD INC COM CL A

New

Shares320

Event2026-06-30

Filed2026-07-17

MPWR

MONOLITHIC PWR SYS INC COM

New

Shares7

Event2026-06-30

Filed2026-07-17

PPL CORP COM

New

Shares266

Event2026-06-30

Filed2026-07-17

JFR

NUVEEN FLOATING RATE INCOME FD COM

New

Shares1.3K

Event2026-06-30

Filed2026-07-17

WEC

WEC ENERGY GROUP INC COM

New

Shares82

Event2026-06-30

Filed2026-07-17

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

New

Shares155

Event2026-06-30

Filed2026-07-17

BND

VANGUARD TOTAL BOND MARKET ETF

New

Shares130

Event2026-06-30

Filed2026-07-17

DIVB

ISHARES CORE DIVIDEND ETF

New

Shares153

Event2026-06-30

Filed2026-07-17

NKX

NUVEEN CALIF AMT FREE MUNI INC COM

New

Shares750

Event2026-06-30

Filed2026-07-17

APD

AIR PRODUCTS AND CHEMICALS INC COM

New

Shares32

Event2026-06-30

Filed2026-07-17

BIIB

BIOGEN INC COM

New

Shares43

Event2026-06-30

Filed2026-07-17

ADOBE INC COM

New

Shares45

Event2026-06-30

Filed2026-07-17

CANADIAN IMPERIAL BANK OF COMM COM

New

Shares80

Event2026-06-30

Filed2026-07-17

MKC

MCCORMICK & CO INC COM NON VTG

New

Shares178

Event2026-06-30

Filed2026-07-17

DHR

DANAHER CORP DEL COM

New

Shares47

Event2026-06-30

Filed2026-07-17

HSY

HERSHEY CO COM

New

Shares51

Event2026-06-30

Filed2026-07-17

SEZL

SEZZLE INC COM

New

Shares52

Event2026-06-30

Filed2026-07-17

GSK PLC SPONSORED ADR

New

Shares170

Event2026-06-30

Filed2026-07-17

APH

AMPHENOL CORP CL A

New

Shares50

Event2026-06-30

Filed2026-07-17

TOST

TOAST INC CL A

New

Shares316

Event2026-06-30

Filed2026-07-17

PXF

INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF

New

Shares116

Event2026-06-30

Filed2026-07-17

EQWL

INVESCO S&P 100 EQUAL WEIGHT ETF

New

Shares68

Event2026-06-30

Filed2026-07-17

RSG

REPUBLIC SVCS INC COM

New

Shares41

Event2026-06-30

Filed2026-07-17

HYATT HOTELS CORP COM CL A

New

Shares45

Event2026-06-30

Filed2026-07-17

EOG

EOG RES INC COM

New

Shares66

Event2026-06-30

Filed2026-07-17

S&P GLOBAL INC COM

New

Shares21

Event2026-06-30

Filed2026-07-17

NUVEEN QUALITY MUNCP INCOME FD COM

New

Shares700

Event2026-06-30

Filed2026-07-17

FUTU

FUTU HLDGS LTD SPON ADS CL A

New

Shares90

Event2026-06-30

Filed2026-07-17

GIS

GENERAL MILLS INC COM

New

Shares240

Event2026-06-30

Filed2026-07-17

DVN

DEVON ENERGY CORP NEW COM

New

Shares200

Event2026-06-30

Filed2026-07-17

HPQ

HP INC COM

New

Shares375

Event2026-06-30

Filed2026-07-17

OKLO

OKLO INC COM CL A

New

Shares157

Event2026-06-30

Filed2026-07-17

KBE

STATE STREET SPDR S&P BANK ETF

New

Shares120

Event2026-06-30

Filed2026-07-17

EXE

EXPAND ENERGY CORPORATION COM

New

Shares89

Event2026-06-30

Filed2026-07-17

ON SEMICONDUCTOR CORP COM

New

Shares85

Event2026-06-30

Filed2026-07-17

UBIQUITI INC COM

New

Shares15

Event2026-06-30

Filed2026-07-17

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

New

Shares68

Event2026-06-30

Filed2026-07-17

NAC

NUVEEN CA DIVI ADV MUN COM

New

Shares650

Event2026-06-30

Filed2026-07-17

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

New

Shares150

Event2026-06-30

Filed2026-07-17

LKQ

LKQ CORP COM

New

Shares295

Event2026-06-30

Filed2026-07-17

SHEL

SHELL PLC SPON ADS

New

Shares100

Event2026-06-30

Filed2026-07-17

NISOURCE INC COM

New

Shares163

Event2026-06-30

Filed2026-07-17

VTRS

VIATRIS INC COM

New

Shares486

Event2026-06-30

Filed2026-07-17

MET

METLIFE INC COM

New

Shares91

Event2026-06-30

Filed2026-07-17

GRID

FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX

New

Shares40

Event2026-06-30

Filed2026-07-17

MMC

MARSH & MCLENNAN COS INC COM

New

Shares46

Event2026-06-30

Filed2026-07-17

IDOG

ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF

New

Shares185

Event2026-06-30

Filed2026-07-17

ILMN

ILLUMINA INC COM

New

Shares43

Event2026-06-30

Filed2026-07-17

JACOBS SOLUTIONS INC COM

New

Shares60

Event2026-06-30

Filed2026-07-17

WAB

WABTEC COM

New

Shares28

Event2026-06-30

Filed2026-07-17

TTE

TOTALENERGIES SE ACT

New

Shares95

Event2026-06-30

Filed2026-07-17

UBSI

UNITED BANKSHARES INC WEST VA COM

New

Shares158

Event2026-06-30

Filed2026-07-17

COF

CAPITAL ONE FINL CORP COM

New

Shares36

Event2026-06-30

Filed2026-07-17

CEG

CONSTELLATION ENERGY CORP COM

New

Shares29

Event2026-06-30

Filed2026-07-17

ANGLOGOLD ASHANTI PLC COM SHS

New

Shares89

Event2026-06-30

Filed2026-07-17

VONV

VANGUARD RUSSELL 1000 VALUE ETF

New

Shares67

Event2026-06-30

Filed2026-07-17

DRI

DARDEN RESTAURANTS INC COM

New

Shares34

Event2026-06-30

Filed2026-07-17

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

New

Shares68

Event2026-06-30

Filed2026-07-17

JQC

NUVEEN CR STRATEGIES INCOME FD COM SHS

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

HAL

HALLIBURTON CO COM

New

Shares200

Event2026-06-30

Filed2026-07-17

HDEF

XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF

New

Shares210

Event2026-06-30

Filed2026-07-17

AXON

AXON ENTERPRISE INC COM

New

Shares12

Event2026-06-30

Filed2026-07-17

GCOW

PACER GLOBAL CASH COWS DIVIDEND ETF

New

Shares155

Event2026-06-30

Filed2026-07-17

UNM

UNUM GROUP COM

New

Shares75

Event2026-06-30

Filed2026-07-17

SHLD

GLOBAL X DEFENSE TECH ETF

New

Shares112

Event2026-06-30

Filed2026-07-17

TEL

TE CONNECTIVITY PLC ORD SHS

New

Shares33

Event2026-06-30

Filed2026-07-17

QTUM

DEFIANCE QUANTUM ETF

New

Shares40

Event2026-06-30

Filed2026-07-17

EWZ

ISHARES MSCI BRAZIL ETF

New

Shares190

Event2026-06-30

Filed2026-07-17

GOF

GUGGENHEIM STRATEGIC OPPORTUN COM SBI

New

Shares600

Event2026-06-30

Filed2026-07-17

RCS

PIMCO STRATEGIC INCOME FD COM

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

ARGENX SE SPONSORED ADR

New

Shares7

Event2026-06-30

Filed2026-07-17

HYHG

PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF

New

Shares100

Event2026-06-30

Filed2026-07-17

ALPS SECTOR DIVIDEND DOGS ETF

New

Shares95

Event2026-06-30

Filed2026-07-17

VANGUARD RUSSELL 2000 ETF

New

Shares53

Event2026-06-30

Filed2026-07-17

AZO

AUTOZONE INC COM

New

Shares2

Event2026-06-30

Filed2026-07-17

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

New

Shares65

Event2026-06-30

Filed2026-07-17

NTRA

NATERA INC COM

New

Shares23

Event2026-06-30

Filed2026-07-17

RIO

RIO TINTO PLC SPONSORED ADR

New

Shares65

Event2026-06-30

Filed2026-07-17

FAST

FASTENAL CO COM

New

Shares128

Event2026-06-30

Filed2026-07-17

VVX

V2X INC COM

New

Shares81

Event2026-06-30

Filed2026-07-17

DTM

DT MIDSTREAM INC COMMON STOCK

New

Shares41

Event2026-06-30

Filed2026-07-17

TFPM

TRIPLE FLAG PRECIOUS METAL COM

New

Shares200

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available