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The Analysis of Linscomb Wealth, Inc.'s Holdings & P&L

Currently, Linscomb Wealth, Inc. holds 311 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in FBND (+151.8K shares, valued at $6.9M), IWF (+44.3K shares, valued at $5.5M), CGIE (+125.9K shares, valued at $4.6M); decreased their positions in N/A (-330.5K shares, valued at $45.2M), VEA (-168.4K shares, valued at $12.0M), N/A (-16.1K shares, valued at $6.1M); initiated new positions in N/A (+16.3K shares, valued at $3.6M), N/A (+16.1K shares, valued at $3.6M), FNDF (+10.0K shares, valued at $525.7K).

1M P&L

-33.9M-1.87%

3M P&L

+15.2M+0.86%

HY P&L

+150.0M+9.22%

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/A1.1B

64.5%

2Drug Manufacturers - General44.8M

2.5%

3Software - Infrastructure44.6M

2.5%

Top Industries by Stock Count

1N/A122 stocks

45.5%

2Oil & Gas Midstream12 stocks

4.5%

3Drug Manufacturers - General6 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS3.7M shares-4.32%2026-06-302026-07-31

ISHARES TR ISHARES TR280.7K shares-1.91%2026-06-302026-07-31

PRF INVESCO EXCHANGE TRADED FD T1.9M shares-2.32%2026-06-302026-07-31

IJH ISHARES TR1.3M shares-5.39%2026-06-302026-07-31

EFA ISHARES TR833.1K shares-4.86%2026-06-302026-07-31

DON WISDOMTREE TR1.5M shares-3.26%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS131.6K shares-6.41%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP347.4K shares-48.75%2026-06-302026-07-31

Sponsored

LRCX LAM RESEARCH CORP99.1K shares-12.18%2026-06-302026-07-31

BROADCOM INC BROADCOM INC107.8K shares-12.97%2026-06-302026-07-31

SDY SPDR SERIES TRUST242.0K shares-5.79%2026-06-302026-07-31

DFLV DIMENSIONAL ETF TRUST866.9K shares3.45%2026-06-302026-07-31

AAPL APPLE INC114.5K shares-12.54%2026-06-302026-07-31

DHS WISDOMTREE TR289.1K shares-2.94%2026-06-302026-07-31

MSFT MICROSOFT CORP83.4K shares-5.63%2026-06-302026-07-31

FBND FIDELITY MERRIMACK STR TR537.1K shares39.41%2026-06-302026-07-31

Sponsored

AVIV AMERICAN CENTY ETF TR297.2K shares15.28%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO70.2K shares-8.35%2026-06-302026-07-31

IQLT ISHARES TR461.8K shares3.06%2026-06-302026-07-31

CGIE CAPITAL GROUP INTERNATIONAL550.6K shares29.63%2026-06-302026-07-31

CMI CUMMINS INC25.6K shares-8.47%2026-06-302026-07-31

ABBVIE INC ABBVIE INC70.7K shares-8.95%2026-06-302026-07-31

WSM WILLIAMS SONOMA INC76.0K shares-7.80%2026-06-302026-07-31

AMZN AMAZON COM INC70.7K shares-7.09%2026-06-302026-07-31

Sponsored

CISCO SYS INC CISCO SYS INC142.0K shares-4.32%2026-06-302026-07-31

GOOG ALPHABET INC44.4K shares-11.77%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON59.5K shares-19.87%2026-06-302026-07-31

TCHP T ROWE PRICE EXCHANGE-TRADED290.0K shares0.18%2026-06-302026-07-31

VXF VANGUARD INDEX FDS58.0K shares-4.40%2026-06-302026-07-31

C CITIGROUP INC101.7K shares-7.20%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION73.3K shares-6.14%2026-06-302026-07-31

DEM WISDOMTREE TR252.2K shares-7.75%2026-06-302026-07-31

Sponsored

GOOGL ALPHABET INC37.7K shares-12.68%2026-06-302026-07-31

BAC BANK OF AMER CORP232.7K shares-3.58%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS81.2K shares1.59%2026-06-302026-07-31

QCOM QUALCOMM INC68.1K shares-7.91%2026-06-302026-07-31

MRK MERCK & CO INC92.4K shares-1.30%2026-06-302026-07-31

IDV ISHARES TR285.7K shares-4.49%2026-06-302026-07-31

VISA INC VISA INC31.9K shares-11.05%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC60.1K shares-4.79%2026-06-302026-07-31

Sponsored

AMGN AMGEN INC29.6K shares-5.67%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS211.6K shares63.37%2026-06-302026-07-31

BOND PIMCO ETF TR113.5K shares22.95%2026-06-302026-07-31

WMB WILLIAMS COS INC140.3K shares-6.07%2026-06-302026-07-31

KMI KINDER MORGAN INC DEL322.0K shares-10.83%2026-06-302026-07-31

NSC NORFOLK SOUTHN CORP32.2K shares-3.60%2026-06-302026-07-31

CVX CHEVRON CORPORATION60.8K shares-8.90%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC28.3K shares3.07%2026-06-302026-07-31

Sponsored

AMD ADVANCED MICRO DEVICES INC16.6K shares-3.63%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP18.8K shares-5.13%2026-06-302026-07-31

BLK BLACKROCK INC9.9K shares-3.93%2026-06-302026-07-31

EES WISDOMTREE TR132.9K shares-3.91%2026-06-302026-07-31

EPD ENTERPRISE PRODS PARTNERS L240.2K shares-12.91%2026-06-302026-07-31

DG DOLLAR GEN CORP76.6K shares-6.41%2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW68.8K shares-8.89%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T11.3K shares-2.51%2026-06-302026-07-31

Sponsored

MCD MCDONALDS CORP30.9K shares-4.47%2026-06-302026-07-31

MRVL MARVELL TECHNOLOGY INC28.0K shares-16.07%2026-06-302026-07-31

MET METLIFE INC97.0K shares-2.75%2026-06-302026-07-31

NVDA NVIDIA CORPORATION40.7K shares-18.92%2026-06-302026-07-31

ABT ABBOTT LABORATORIES89.0K shares-3.94%2026-06-302026-07-31

DVY ISHARES TR51.3K shares-5.16%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC89.3K shares-1.76%2026-06-302026-07-31

JHMM JOHN HANCOCK EXCHANGE TRADED104.1K shares10.58%2026-06-302026-07-31

Sponsored

MS MORGAN STANLEY36.9K shares-5.55%2026-06-302026-07-31

MDY STATE STR SPDR S&P MIDCAP 4010.7K shares-0.07%2026-06-302026-07-31

IWF ISHARES TR60.4K shares274.11%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC13.2K shares-0.75%2026-06-302026-07-31

AMT AMERICAN TOWER CORP44.9K shares-3.01%2026-06-302026-07-31

EEM ISHARES TR106.3K shares-5.76%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED14.0K shares-11.42%2026-06-302026-07-31

JPEM J P MORGAN EXCHANGE TRADED F108.7K shares-6.26%2026-06-302026-07-31

Sponsored

PLAINS GP HLDGS L P PLAINS GP HLDGS L P279.7K shares-8.57%2026-06-302026-07-31

PEP PEPSICO INC48.3K shares-4.21%2026-06-302026-07-31

FELG FIDELITY COVINGTON TRUST149.3K shares108.33%2026-06-302026-07-31

IWD ISHARES TR26.4K shares-7.21%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC150.7K shares-4.53%2026-06-302026-07-31

GSSC GOLDMAN SACHS ETF TR69.2K shares-0.80%2026-06-302026-07-31

VTHR VANGUARD SCOTTSDALE FDS18.9K shares-5.15%2026-06-302026-07-31

TFC TRUIST FINL CORP122.0K shares-3.21%2026-06-302026-07-31

Sponsored

DFAS DIMENSIONAL ETF TRUST72.0K shares31.93%2026-06-302026-07-31

CORTEVA INC CORTEVA INC69.5K shares-0.02%2026-06-302026-07-31

JQUA J P MORGAN EXCHANGE TRADED F81.1K shares2.31%2026-06-302026-07-31

DFAE DIMENSIONAL ETF TRUST143.7K shares-1.91%2026-06-302026-07-31

PYLD PIMCO ETF TR215.3K shares277.21%2026-06-302026-07-31

DGRS WISDOMTREE TR96.2K shares-4.46%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC13.1K shares-0.91%2026-06-302026-07-31

ORACLE CORP ORACLE CORP36.9K shares-11.30%2026-06-302026-07-31

Sponsored

APD AIR PRODUCTS AND CHEMICALS I18.2K shares-1.77%2026-06-302026-07-31

VXUS VANGUARD STAR FDS60.7K shares-3.24%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION5.5K shares-3.38%2026-06-302026-07-31

MEDTRONIC PLC MEDTRONIC PLC65.6K shares-1.03%2026-06-302026-07-31

PFE PFIZER INC209.2K shares-2.39%2026-06-302026-07-31

VOT VANGUARD INDEX FDS16.3K shares84.36%2026-06-302026-07-31

AWK AMERICAN WTR WKS CO INC NEW37.7K shares0.79%2026-06-302026-07-31

UPS UNITED PARCEL SVCS INC45.7K shares-4.24%2026-06-302026-07-31

Sponsored

IWB ISHARES TR12.0K shares-0.25%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS17.0K shares236.02%2026-06-302026-07-31

ISHARES TR ISHARES TR49.3K shares152.55%2026-06-302026-07-31

LNG CHENIERE ENERGY INC19.2K shares1.95%2026-06-302026-07-31

VYMI VANGUARD WHITEHALL FDS46.6K shares-25.80%2026-06-302026-07-31

SYK STRYKER CORPORATION14.4K shares-3.18%2026-06-302026-07-31

VCRB VANGUARD MALVERN FDS58.0K shares802.91%2026-06-302026-07-31

COF CAPITAL ONE FINL CORP22.1K shares-0.90%2026-06-302026-07-31

Sponsored

VONG VANGUARD SCOTTSDALE FDS34.6K shares-0.50%2026-06-302026-07-31

BKNG BOOKING HOLDINGS INC23.6K shares2324.10%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS17.3K shares-2.17%2026-06-302026-07-31

GE GE AEROSPACE10.9K shares-1.86%2026-06-302026-07-31

UNP UNION PAC CORP15.0K shares2.21%2026-06-302026-07-31

DLN WISDOMTREE TR42.2K shares-0.24%2026-06-302026-07-31

CCI CROWN CASTLE INC53.5K shares0.27%2026-06-302026-07-31

EMR EMERSON ELEC CO28.3K shares3.46%2026-06-302026-07-31

Sponsored

GD GENERAL DYNAMICS CORP11.3K shares3.09%2026-06-302026-07-31

IWR ISHARES TR36.1K shares98.98%2026-06-302026-07-31

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND30.6K shares6.18%2026-06-302026-07-31

SCHG SCHWAB STRATEGIC TR112.5K shares0.50%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F62.5K shares-2.11%2026-06-302026-07-31

LABCORP HOLDINGS INC LABCORP HOLDINGS INC13.2K shares2.69%2026-06-302026-07-31

O REALTY INCOME CORP59.9K shares4.80%2026-06-302026-07-31

LOW LOWES COS INC16.8K shares-0.42%2026-06-302026-07-31

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC16.3K sharesnew addition2026-06-302026-07-31

YUM YUM BRANDS INC22.5K shares-1.19%2026-06-302026-07-31

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC16.1K sharesnew addition2026-06-302026-07-31

FFIV F5 INC8.5K shares-0.78%2026-06-302026-07-31

PHO INVESCO EXCHANGE TRADED FD T51.0K shares-12.67%2026-06-302026-07-31

SCHW SCHWAB CHARLES CORP36.6K shares2.03%2026-06-302026-07-31

VBR VANGUARD INDEX FDS13.6K shares-3.45%2026-06-302026-07-31

WAT WATERS CORP8.8K shares0.28%2026-06-302026-07-31

Sponsored

FIS FIDELITY NATL INFORMATION SV84.1K shares3.03%2026-06-302026-07-31

CME CME GROUP INC14.8K shares0.21%2026-06-302026-07-31

ECL ECOLAB INC11.1K shares4.65%2026-06-302026-07-31

CI THE CIGNA GROUP10.7K shares3.39%2026-06-302026-07-31

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC21.9K shares15.61%2026-06-302026-07-31

IDMO INVESCO EXCH TRADED FD TR II47.1K shares62.64%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL5.5K shares9.55%2026-06-302026-07-31

OXY OCCIDENTAL PETE CORP56.5K shares-38.35%2026-06-302026-07-31

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VOO VANGUARD INDEX FDS4.0K shares-30.89%2026-06-302026-07-31

VO VANGUARD INDEX FDS33.6K shares294.32%2026-06-302026-07-31

QQQ INVESCO QQQ TR3.5K shares-23.17%2026-06-302026-07-31

VCSH VANGUARD SCOTTSDALE FDS32.1K shares0.00%2026-06-302026-07-31

SERVICENOW INC SERVICENOW INC25.1K shares18.66%2026-06-302026-07-31

MDYG SPDR SERIES TRUST22.0K shares-2.05%2026-06-302026-07-31

SUN SUNOCO LP/SUNOCO FIN CORP35.1K shares0.00%2026-06-302026-07-31

ANET ARISTA NETWORKS INC13.5K shares4.04%2026-06-302026-07-31

Sponsored

VEEV VEEVA SYS INC12.6K shares8.40%2026-06-302026-07-31

VOE VANGUARD INDEX FDS11.3K shares290.09%2026-06-302026-07-31

MGC VANGUARD WORLD FD8.1K shares76.06%2026-06-302026-07-31

CRM SALESFORCE INC14.1K shares4.44%2026-06-302026-07-31

KEX KIRBY CORP15.5K shares0.00%2026-06-302026-07-31

IEMG ISHARES INC24.5K shares89.51%2026-06-302026-07-31

BDX BECTON DICKINSON & CO12.9K shares13.82%2026-06-302026-07-31

HD HOME DEPOT INC5.5K shares-17.94%2026-06-302026-07-31

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN15.0K shares10.35%2026-06-302026-07-31

NUE NUCOR CORP7.9K shares-1.25%2026-06-302026-07-31

AVEM AMERICAN CENTY ETF TR18.0K shares108.38%2026-06-302026-07-31

HBAN HUNTINGTON BANCSHARES INC97.8K shares-31.65%2026-06-302026-07-31

JMUB J P MORGAN EXCHANGE TRADED F34.0K shares36.67%2026-06-302026-07-31

KO COCA COLA CO21.1K shares-69.21%2026-06-302026-07-31

BND VANGUARD BD INDEX FDS22.7K shares16.05%2026-06-302026-07-31

CAT CATERPILLAR INC1.6K shares-40.54%2026-06-302026-07-31

Sponsored

CSX CSX CORP34.1K shares-2.09%2026-06-302026-07-31

VLO VALERO ENERGY CORP6.0K shares-1.99%2026-06-302026-07-31

UBER UBER TECHNOLOGIES INC21.4K shares4.47%2026-06-302026-07-31

ET ENERGY TRANSFER L P80.7K shares-47.81%2026-06-302026-07-31

PG PROCTER & GAMBLE CO10.5K shares-16.55%2026-06-302026-07-31

CQP CHENIERE ENERGY PARTNERS L P25.0K shares0.00%2026-06-302026-07-31

MPC MARATHON PETE CORP6.0K shares-0.90%2026-06-302026-07-31

SOUTHSTATE BK CORP SOUTHSTATE BK CORP15.1K shares-4.99%2026-06-302026-07-31

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-31

TXN TEXAS INSTRS INC4.8K shares-23.21%2026-06-302026-07-31

TSLA TESLA INC3.3K shares-18.73%2026-06-302026-07-31

S&P GLOBAL INC S&P GLOBAL INC3.4K shares18.60%2026-06-302026-07-31

VUG VANGUARD INDEX FDS15.8K shares522.48%2026-06-302026-07-31

IUSB ISHARES TR29.0K shares-6.99%2026-06-302026-07-31

LLY ELI LILLY & CO1.1K shares-1.95%2026-06-302026-07-31

TJX TJX COS INC NEW7.8K shares-3.95%2026-06-302026-07-31

Sponsored

WMT WALMART INC10.4K shares-16.88%2026-06-302026-07-31

EXP EAGLE MATLS INC4.9K shares0.00%2026-06-302026-07-31

OEF ISHARES TR3.0K shares0.00%2026-06-302026-07-31

IJR ISHARES TR7.1K shares-1.87%2026-06-302026-07-31

IWP ISHARES TR6.9K shares0.00%2026-06-302026-07-31

MO ALTRIA GROUP INC13.3K shares-12.16%2026-06-302026-07-31

COP CONOCOPHILLIPS9.2K shares-52.66%2026-06-302026-07-31

APA CORPORATION APA CORPORATION29.1K shares0.00%2026-06-302026-07-31

Sponsored

VTV VANGUARD INDEX FDS4.2K shares-22.08%2026-06-302026-07-31

DGRO ISHARES TR12.1K shares-4.80%2026-06-302026-07-31

VMC VULCAN MATLS CO3.1K shares0.00%2026-06-302026-07-31

MPLX MPLX LP16.0K shares-24.16%2026-06-302026-07-31

JMOM J P MORGAN EXCHANGE TRADED F10.1K shares35.92%2026-06-302026-07-31

FDL FIRST TR EXCHANGE-TRADED FD16.9K shares-9.90%2026-06-302026-07-31

PIO INVESCO EXCH TRADED FD TR II18.2K shares-30.26%2026-06-302026-07-31

ALL ALLSTATE CORP3.4K shares2.14%2026-06-302026-07-31

Sponsored

GILD GILEAD SCIENCES INC6.3K shares-2.14%2026-06-302026-07-31

BX BLACKSTONE INC6.7K shares-38.07%2026-06-302026-07-31

IWM ISHARES TR2.6K shares-3.08%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO2.3K shares-19.92%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.10.6K shares-3.51%2026-06-302026-07-31

CW CURTISS WRIGHT CORP997 shares-18.08%2026-06-302026-07-31

TFI SPDR SERIES TRUST16.4K shares-1.01%2026-06-302026-07-31

KIM KIMCO REALTY CORP29.4K shares-81.69%2026-06-302026-07-31

Sponsored

IESC IES HOLDINGS INC1.0K shares0.00%2026-06-302026-07-31

TRGP TARGA RES CORP2.7K shares-39.72%2026-06-302026-07-31

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC16.5K shares-28.00%2026-06-302026-07-31

GLD SPDR GOLD TR1.9K shares-56.60%2026-06-302026-07-31

AON AON PLC2.1K shares134.43%2026-06-302026-07-31

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS5.7K shares-5.61%2026-06-302026-07-31

LUV SOUTHWEST AIRLS CO12.8K shares-28.95%2026-06-302026-07-31

VSGX VANGUARD WORLD FD7.9K shares1.60%2026-06-302026-07-31

Sponsored

Q QNITY ELECTRONICS INC4.0K shares-17.74%2026-06-302026-07-31

OKE ONEOK INC NEW7.4K shares-25.53%2026-06-302026-07-31

KKR KKR & CO INC7.0K shares-43.79%2026-06-302026-07-31

FAST FASTENAL CO13.3K shares-1.96%2026-06-302026-07-31

XLK SELECT SECTOR SPDR TR3.4K shares-51.30%2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING IN2.9K shares-24.10%2026-06-302026-07-31

VB VANGUARD INDEX FDS2.0K shares-6.75%2026-06-302026-07-31

IUSG ISHARES TR3.3K shares0.00%2026-06-302026-07-31

Sponsored

SPYG SPDR SERIES TRUST5.2K shares-16.26%2026-06-302026-07-31

IRM IRON MTN INC DEL4.8K shares-3.98%2026-06-302026-07-31

FTEC FIDELITY COVINGTON TRUST2.1K shares0.00%2026-06-302026-07-31

ENB ENBRIDGE INC10.7K shares-53.60%2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO5.8K shares4.48%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-53.15%2026-06-302026-07-31

WES WESTERN MIDSTREAM PARTNERS L12.1K shares-38.83%2026-06-302026-07-31

FNDF SCHWAB STRATEGIC TR10.0K sharesnew addition2026-06-302026-07-31

Sponsored

IXUS ISHARES TR5.4K shares-13.29%2026-06-302026-07-31

PSX PHILLIPS 663.0K shares-54.22%2026-06-302026-07-31

MOO VANECK ETF TRUST6.3K shares-21.98%2026-06-302026-07-31

T AT&T INC24.0K shares-28.80%2026-06-302026-07-31

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC3.6K sharesnew addition2026-06-302026-07-31

IVE ISHARES TR2.2K shares-33.15%2026-06-302026-07-31

PSA PUBLIC STORAGE1.5K shares-0.58%2026-06-302026-07-31

MDLZ MONDELEZ INTL INC8.4K shares-5.99%2026-06-302026-07-31

Sponsored

TDY TELEDYNE TECHNOLOGIES INC695 shares0.00%2026-06-302026-07-31

SUB ISHARES TR4.2K shares-44.95%2026-06-302026-07-31

IJK ISHARES TR3.8K shares0.00%2026-06-302026-07-31

BK BANK OF NY MELLON CORP2.9K shares-4.18%2026-06-302026-07-31

ARK ETF TR ARK ETF TR3.1K shares0.00%2026-06-302026-07-31

LIN LINDE PLC778 shares-16.79%2026-06-302026-07-31

ESML ISHARES TR7.2K shares17.14%2026-06-302026-07-31

BSV VANGUARD BD INDEX FDS5.2K shares-6.93%2026-06-302026-07-31

Sponsored

CHUBB LIMITED CHUBB LIMITED1.2K shares-9.70%2026-06-302026-07-31

FDMO FIDELITY COVINGTON TRUST4.0K shares0.00%2026-06-302026-07-31

SMH VANECK ETF TRUST599 shares-1.16%2026-06-302026-07-31

HRL HORMEL FOODS CORP15.6K shares-8.59%2026-06-302026-07-31

VGT VANGUARD WORLD FD3.2K shares520.54%2026-06-302026-07-31

IWO ISHARES TR969 shares0.00%2026-06-302026-07-31

JPST J P MORGAN EXCHANGE TRADED F7.5K shares-5.76%2026-06-302026-07-31

IWS ISHARES TR2.3K shares-62.18%2026-06-302026-07-31

Sponsored

ETN EATON CORP PLC864 shares-4.53%2026-06-302026-07-31

DOMINION ENERGY INC DOMINION ENERGY INC5.3K shares-2.54%2026-06-302026-07-31

FTNT FORTINET INC2.4K sharesnew addition2026-06-302026-07-31

TGT TARGET CORP2.7K shares-6.82%2026-06-302026-07-31

SBUX STARBUCKS CORP3.4K shares-9.05%2026-06-302026-07-31

AVUS AMERICAN CENTY ETF TR2.7K shares-0.91%2026-06-302026-07-31

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC2.8K shares0.00%2026-06-302026-07-31

SPYV SPDR SERIES TRUST5.5K sharesnew addition2026-06-302026-07-31

Sponsored

SPDW SPDR INDEX SHS FDS6.7K shares-8.46%2026-06-302026-07-31

VNQ VANGUARD INDEX FDS3.5K shares0.00%2026-06-302026-07-31

MTUM ISHARES TR942 shares0.00%2026-06-302026-07-31

SPHY SPDR SERIES TRUST13.7K sharesnew addition2026-06-302026-07-31

WFC WELLS FARGO & CO3.9K shares-58.68%2026-06-302026-07-31

POWL POWELL INDS INC1.1K shares200.00%2026-06-302026-07-31

VGK VANGUARD INTL EQUITY INDEX F3.6K shares-5.18%2026-06-302026-07-31

WASTE MGMT INC DEL WASTE MGMT INC DEL1.4K shares-6.53%2026-06-302026-07-31

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F6.9K sharesnew addition2026-06-302026-07-31

IAG IAMGOLD CORP20.0K shares0.00%2026-06-302026-07-31

SEZL SEZZLE INC1.8K sharesnew addition2026-06-302026-07-31

SLB SLB LIMITED6.7K shares-41.70%2026-06-302026-07-31

IBOC INTERNATIONAL BANCSHARES COR4.1K shares0.00%2026-06-302026-07-31

ELAN ELANCO ANIMAL HEALTH INC12.6K shares-29.72%2026-06-302026-07-31

IWN ISHARES TR1.4K shares0.00%2026-06-302026-07-31

ITOT ISHARES TR1.9K shares-8.59%2026-06-302026-07-31

Sponsored

VBK VANGUARD INDEX FDS829 shares-1.43%2026-06-302026-07-31

GEV GE VERNOVA INC254 shares-22.32%2026-06-302026-07-31

ICF ISHARES TR4.4K shares0.00%2026-06-302026-07-31

DE DEERE & CO469 shares-4.67%2026-06-302026-07-31

BA BOEING CO1.3K shares-30.16%2026-06-302026-07-31

RSPH INVESCO EXCHANGE TRADED FD T8.6K shares13.40%2026-06-302026-07-31

TTE TOTALENERGIES SE3.6K shares4.75%2026-06-302026-07-31

BHE BENCHMARK ELECTRS INC2.8K sharesnew addition2026-06-302026-07-31

Sponsored

IBIT ISHARES BITCOIN TRUST ETF8.1K shares1.40%2026-06-302026-07-31

SPDR SERIES TRUST SPDR SERIES TRUST3.1K shares-7.84%2026-06-302026-07-31

QEFA SPDR INDEX SHS FDS2.8K shares0.00%2026-06-302026-07-31

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.1K shares-1.49%2026-06-302026-07-31

ISHARES TR ISHARES TR2.6K shares-95.82%2026-06-302026-07-31

JCPB J P MORGAN EXCHANGE TRADED F5.5K shares0.00%2026-06-302026-07-31

CMCSA COMCAST CORP NEW10.5K shares-14.82%2026-06-302026-07-31

SHEL SHELL PLC3.3K shares-17.30%2026-06-302026-07-31

Sponsored

VOOG VANGUARD ADMIRAL FDS INC3.0K shares401.32%2026-06-302026-07-31

SCZ ISHARES TR3.0K shares-12.40%2026-06-302026-07-31

SCHF SCHWAB STRATEGIC TR9.0K shares-4.73%2026-06-302026-07-31

MUB ISHARES TR2.2K shares-0.40%2026-06-302026-07-31

3M CO 3M CO1.5K shares-3.39%2026-06-302026-07-31

IVW ISHARES TR1.7K sharesnew addition2026-06-302026-07-31

SHM SPDR SERIES TRUST4.9K shares0.00%2026-06-302026-07-31

XLF SELECT SECTOR SPDR TR4.4K shares0.00%2026-06-302026-07-31

Sponsored

AEP AMERICAN ELEC PWR CO INC1.7K shares-1.56%2026-06-302026-07-31

NOC NORTHROP GRUMMAN CORP452 shares-19.14%2026-06-302026-07-31

IAU ISHARES GOLD TR3.0K sharesnew addition2026-06-302026-07-31

CEG CONSTELLATION ENERGY CORP894 shares0.00%2026-06-302026-07-31

CPT CAMDEN PPTY TR1.9K sharesnew addition2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD T1.0K shares-4.44%2026-06-302026-07-31

FIX COMFORT SYS USA INC110 sharesnew addition2026-06-302026-07-31

IUSV ISHARES TR1.9K sharesnew addition2026-06-302026-07-31

Sponsored

PPG PPG INDS INC1.7K sharesnew addition2026-06-302026-07-31

ATI INC ATI INC1.0K sharesnew addition2026-06-302026-07-31

IWV ISHARES TR474 sharesnew addition2026-06-302026-07-31

SAP SAP SE1.3K shares0.00%2026-06-302026-07-31

VHT VANGUARD WORLD FD670 sharesnew addition2026-06-302026-07-31

VG VENTURE GLOBAL INC14.6K shares-35.51%2026-06-302026-07-31

REI RING ENERGY INC92.3K shares0.00%2026-06-302026-07-31

VEA

VANGUARD TAX-MANAGED FDS

-4.32%

Shares3.7M

Event2026-06-30

Filed2026-07-31

ISHARES TR

-1.91%

Shares280.7K

Event2026-06-30

Filed2026-07-31

PRF

INVESCO EXCHANGE TRADED FD T

-2.32%

Shares1.9M

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

-5.39%

Shares1.3M

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

-4.86%

Shares833.1K

Event2026-06-30

Filed2026-07-31

DON

WISDOMTREE TR

-3.26%

Shares1.5M

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-6.41%

Shares131.6K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

-48.75%

Shares347.4K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

-12.18%

Shares99.1K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

-12.97%

Shares107.8K

Event2026-06-30

Filed2026-07-31

SDY

SPDR SERIES TRUST

-5.79%

Shares242.0K

Event2026-06-30

Filed2026-07-31

DFLV

DIMENSIONAL ETF TRUST

3.45%

Shares866.9K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

-12.54%

Shares114.5K

Event2026-06-30

Filed2026-07-31

DHS

WISDOMTREE TR

-2.94%

Shares289.1K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-5.63%

Shares83.4K

Event2026-06-30

Filed2026-07-31

FBND

FIDELITY MERRIMACK STR TR

39.41%

Shares537.1K

Event2026-06-30

Filed2026-07-31

AVIV

AMERICAN CENTY ETF TR

15.28%

Shares297.2K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

-8.35%

Shares70.2K

Event2026-06-30

Filed2026-07-31

IQLT

ISHARES TR

3.06%

Shares461.8K

Event2026-06-30

Filed2026-07-31

CGIE

CAPITAL GROUP INTERNATIONAL

29.63%

Shares550.6K

Event2026-06-30

Filed2026-07-31

CMI

CUMMINS INC

-8.47%

Shares25.6K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

-8.95%

Shares70.7K

Event2026-06-30

Filed2026-07-31

WSM

WILLIAMS SONOMA INC

-7.80%

Shares76.0K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-7.09%

Shares70.7K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

-4.32%

Shares142.0K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-11.77%

Shares44.4K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

-19.87%

Shares59.5K

Event2026-06-30

Filed2026-07-31

TCHP

T ROWE PRICE EXCHANGE-TRADED

0.18%

Shares290.0K

Event2026-06-30

Filed2026-07-31

VXF

VANGUARD INDEX FDS

-4.40%

Shares58.0K

Event2026-06-30

Filed2026-07-31

CITIGROUP INC

-7.20%

Shares101.7K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

-6.14%

Shares73.3K

Event2026-06-30

Filed2026-07-31

DEM

WISDOMTREE TR

-7.75%

Shares252.2K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-12.68%

Shares37.7K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

-3.58%

Shares232.7K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

1.59%

Shares81.2K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

-7.91%

Shares68.1K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

-1.30%

Shares92.4K

Event2026-06-30

Filed2026-07-31

IDV

ISHARES TR

-4.49%

Shares285.7K

Event2026-06-30

Filed2026-07-31

VISA INC

-11.05%

Shares31.9K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

-4.79%

Shares60.1K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

-5.67%

Shares29.6K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

63.37%

Shares211.6K

Event2026-06-30

Filed2026-07-31

BOND

PIMCO ETF TR

22.95%

Shares113.5K

Event2026-06-30

Filed2026-07-31

WMB

WILLIAMS COS INC

-6.07%

Shares140.3K

Event2026-06-30

Filed2026-07-31

KMI

KINDER MORGAN INC DEL

-10.83%

Shares322.0K

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHN CORP

-3.60%

Shares32.2K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

-8.90%

Shares60.8K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

3.07%

Shares28.3K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

-3.63%

Shares16.6K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

-5.13%

Shares18.8K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

-3.93%

Shares9.9K

Event2026-06-30

Filed2026-07-31

EES

WISDOMTREE TR

-3.91%

Shares132.9K

Event2026-06-30

Filed2026-07-31

EPD

ENTERPRISE PRODS PARTNERS L

-12.91%

Shares240.2K

Event2026-06-30

Filed2026-07-31

DOLLAR GEN CORP

-6.41%

Shares76.6K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

-8.89%

Shares68.8K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

-2.51%

Shares11.3K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

-4.47%

Shares30.9K

Event2026-06-30

Filed2026-07-31

MRVL

MARVELL TECHNOLOGY INC

-16.07%

Shares28.0K

Event2026-06-30

Filed2026-07-31

MET

METLIFE INC

-2.75%

Shares97.0K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

-18.92%

Shares40.7K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-3.94%

Shares89.0K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES TR

-5.16%

Shares51.3K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

-1.76%

Shares89.3K

Event2026-06-30

Filed2026-07-31

JHMM

JOHN HANCOCK EXCHANGE TRADED

10.58%

Shares104.1K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

-5.55%

Shares36.9K

Event2026-06-30

Filed2026-07-31

MDY

STATE STR SPDR S&P MIDCAP 40

-0.07%

Shares10.7K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

274.11%

Shares60.4K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

-0.75%

Shares13.2K

Event2026-06-30

Filed2026-07-31

AMT

AMERICAN TOWER CORP

-3.01%

Shares44.9K

Event2026-06-30

Filed2026-07-31

EEM

ISHARES TR

-5.76%

Shares106.3K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

-11.42%

Shares14.0K

Event2026-06-30

Filed2026-07-31

JPEM

J P MORGAN EXCHANGE TRADED F

-6.26%

Shares108.7K

Event2026-06-30

Filed2026-07-31

PLAINS GP HLDGS L P

-8.57%

Shares279.7K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

-4.21%

Shares48.3K

Event2026-06-30

Filed2026-07-31

FELG

FIDELITY COVINGTON TRUST

108.33%

Shares149.3K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

-7.21%

Shares26.4K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

-4.53%

Shares150.7K

Event2026-06-30

Filed2026-07-31

GSSC

GOLDMAN SACHS ETF TR

-0.80%

Shares69.2K

Event2026-06-30

Filed2026-07-31

VTHR

VANGUARD SCOTTSDALE FDS

-5.15%

Shares18.9K

Event2026-06-30

Filed2026-07-31

TFC

TRUIST FINL CORP

-3.21%

Shares122.0K

Event2026-06-30

Filed2026-07-31

DFAS

DIMENSIONAL ETF TRUST

31.93%

Shares72.0K

Event2026-06-30

Filed2026-07-31

CORTEVA INC

-0.02%

Shares69.5K

Event2026-06-30

Filed2026-07-31

JQUA

J P MORGAN EXCHANGE TRADED F

2.31%

Shares81.1K

Event2026-06-30

Filed2026-07-31

DFAE

DIMENSIONAL ETF TRUST

-1.91%

Shares143.7K

Event2026-06-30

Filed2026-07-31

PYLD

PIMCO ETF TR

277.21%

Shares215.3K

Event2026-06-30

Filed2026-07-31

DGRS

WISDOMTREE TR

-4.46%

Shares96.2K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

-0.91%

Shares13.1K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

-11.30%

Shares36.9K

Event2026-06-30

Filed2026-07-31

APD

AIR PRODUCTS AND CHEMICALS I

-1.77%

Shares18.2K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

-3.24%

Shares60.7K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

-3.38%

Shares5.5K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

-1.03%

Shares65.6K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

-2.39%

Shares209.2K

Event2026-06-30

Filed2026-07-31

VOT

VANGUARD INDEX FDS

84.36%

Shares16.3K

Event2026-06-30

Filed2026-07-31

AWK

AMERICAN WTR WKS CO INC NEW

0.79%

Shares37.7K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SVCS INC

-4.24%

Shares45.7K

Event2026-06-30

Filed2026-07-31

IWB

ISHARES TR

-0.25%

Shares12.0K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

236.02%

Shares17.0K

Event2026-06-30

Filed2026-07-31

ISHARES TR

152.55%

Shares49.3K

Event2026-06-30

Filed2026-07-31

LNG

CHENIERE ENERGY INC

1.95%

Shares19.2K

Event2026-06-30

Filed2026-07-31

VYMI

VANGUARD WHITEHALL FDS

-25.80%

Shares46.6K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

-3.18%

Shares14.4K

Event2026-06-30

Filed2026-07-31

VCRB

VANGUARD MALVERN FDS

802.91%

Shares58.0K

Event2026-06-30

Filed2026-07-31

COF

CAPITAL ONE FINL CORP

-0.90%

Shares22.1K

Event2026-06-30

Filed2026-07-31

VONG

VANGUARD SCOTTSDALE FDS

-0.50%

Shares34.6K

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

2324.10%

Shares23.6K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

-2.17%

Shares17.3K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

-1.86%

Shares10.9K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

2.21%

Shares15.0K

Event2026-06-30

Filed2026-07-31

DLN

WISDOMTREE TR

-0.24%

Shares42.2K

Event2026-06-30

Filed2026-07-31

CCI

CROWN CASTLE INC

0.27%

Shares53.5K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

3.46%

Shares28.3K

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS CORP

3.09%

Shares11.3K

Event2026-06-30

Filed2026-07-31

IWR

ISHARES TR

98.98%

Shares36.1K

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC IRELAND

6.18%

Shares30.6K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB STRATEGIC TR

0.50%

Shares112.5K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

-2.11%

Shares62.5K

Event2026-06-30

Filed2026-07-31

LABCORP HOLDINGS INC

2.69%

Shares13.2K

Event2026-06-30

Filed2026-07-31

REALTY INCOME CORP

4.80%

Shares59.9K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

-0.42%

Shares16.8K

Event2026-06-30

Filed2026-07-31

HONEYWELL INTL INC

New

Shares16.3K

Event2026-06-30

Filed2026-07-31

YUM

YUM BRANDS INC

-1.19%

Shares22.5K

Event2026-06-30

Filed2026-07-31

HONEYWELL AEROSPACE INC

New

Shares16.1K

Event2026-06-30

Filed2026-07-31

FFIV

F5 INC

-0.78%

Shares8.5K

Event2026-06-30

Filed2026-07-31

PHO

INVESCO EXCHANGE TRADED FD T

-12.67%

Shares51.0K

Event2026-06-30

Filed2026-07-31

SCHW

SCHWAB CHARLES CORP

2.03%

Shares36.6K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

-3.45%

Shares13.6K

Event2026-06-30

Filed2026-07-31

WAT

WATERS CORP

0.28%

Shares8.8K

Event2026-06-30

Filed2026-07-31

FIS

FIDELITY NATL INFORMATION SV

3.03%

Shares84.1K

Event2026-06-30

Filed2026-07-31

CME

CME GROUP INC

0.21%

Shares14.8K

Event2026-06-30

Filed2026-07-31

ECL

ECOLAB INC

4.65%

Shares11.1K

Event2026-06-30

Filed2026-07-31

THE CIGNA GROUP

3.39%

Shares10.7K

Event2026-06-30

Filed2026-07-31

AGILENT TECHNOLOGIES INC

15.61%

Shares21.9K

Event2026-06-30

Filed2026-07-31

IDMO

INVESCO EXCH TRADED FD TR II

62.64%

Shares47.1K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

9.55%

Shares5.5K

Event2026-06-30

Filed2026-07-31

OXY

OCCIDENTAL PETE CORP

-38.35%

Shares56.5K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

-30.89%

Shares4.0K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

294.32%

Shares33.6K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

-23.17%

Shares3.5K

Event2026-06-30

Filed2026-07-31

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares32.1K

Event2026-06-30

Filed2026-07-31

SERVICENOW INC

18.66%

Shares25.1K

Event2026-06-30

Filed2026-07-31

MDYG

SPDR SERIES TRUST

-2.05%

Shares22.0K

Event2026-06-30

Filed2026-07-31

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares35.1K

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS INC

4.04%

Shares13.5K

Event2026-06-30

Filed2026-07-31

VEEV

VEEVA SYS INC

8.40%

Shares12.6K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

290.09%

Shares11.3K

Event2026-06-30

Filed2026-07-31

MGC

VANGUARD WORLD FD

76.06%

Shares8.1K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

4.44%

Shares14.1K

Event2026-06-30

Filed2026-07-31

KEX

KIRBY CORP

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

89.51%

Shares24.5K

Event2026-06-30

Filed2026-07-31

BDX

BECTON DICKINSON & CO

13.82%

Shares12.9K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

-17.94%

Shares5.5K

Event2026-06-30

Filed2026-07-31

ICE

INTERCONTINENTAL EXCHANGE IN

10.35%

Shares15.0K

Event2026-06-30

Filed2026-07-31

NUE

NUCOR CORP

-1.25%

Shares7.9K

Event2026-06-30

Filed2026-07-31

AVEM

AMERICAN CENTY ETF TR

108.38%

Shares18.0K

Event2026-06-30

Filed2026-07-31

HBAN

HUNTINGTON BANCSHARES INC

-31.65%

Shares97.8K

Event2026-06-30

Filed2026-07-31

JMUB

J P MORGAN EXCHANGE TRADED F

36.67%

Shares34.0K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

-69.21%

Shares21.1K

Event2026-06-30

Filed2026-07-31

BND

VANGUARD BD INDEX FDS

16.05%

Shares22.7K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

-40.54%

Shares1.6K

Event2026-06-30

Filed2026-07-31

CSX

CSX CORP

-2.09%

Shares34.1K

Event2026-06-30

Filed2026-07-31

VLO

VALERO ENERGY CORP

-1.99%

Shares6.0K

Event2026-06-30

Filed2026-07-31

UBER

UBER TECHNOLOGIES INC

4.47%

Shares21.4K

Event2026-06-30

Filed2026-07-31

ENERGY TRANSFER L P

-47.81%

Shares80.7K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

-16.55%

Shares10.5K

Event2026-06-30

Filed2026-07-31

CQP

CHENIERE ENERGY PARTNERS L P

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-31

MPC

MARATHON PETE CORP

-0.90%

Shares6.0K

Event2026-06-30

Filed2026-07-31

SOUTHSTATE BK CORP

-4.99%

Shares15.1K

Event2026-06-30

Filed2026-07-31

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

-23.21%

Shares4.8K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

-18.73%

Shares3.3K

Event2026-06-30

Filed2026-07-31

S&P GLOBAL INC

18.60%

Shares3.4K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

522.48%

Shares15.8K

Event2026-06-30

Filed2026-07-31

IUSB

ISHARES TR

-6.99%

Shares29.0K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

-1.95%

Shares1.1K

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW

-3.95%

Shares7.8K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

-16.88%

Shares10.4K

Event2026-06-30

Filed2026-07-31

EXP

EAGLE MATLS INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-31

OEF

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

-1.87%

Shares7.1K

Event2026-06-30

Filed2026-07-31

IWP

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

-12.16%

Shares13.3K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

-52.66%

Shares9.2K

Event2026-06-30

Filed2026-07-31

APA CORPORATION

0.00%

Shares29.1K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

-22.08%

Shares4.2K

Event2026-06-30

Filed2026-07-31

DGRO

ISHARES TR

-4.80%

Shares12.1K

Event2026-06-30

Filed2026-07-31

VMC

VULCAN MATLS CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-31

MPLX

MPLX LP

-24.16%

Shares16.0K

Event2026-06-30

Filed2026-07-31

JMOM

J P MORGAN EXCHANGE TRADED F

35.92%

Shares10.1K

Event2026-06-30

Filed2026-07-31

FDL

FIRST TR EXCHANGE-TRADED FD

-9.90%

Shares16.9K

Event2026-06-30

Filed2026-07-31

PIO

INVESCO EXCH TRADED FD TR II

-30.26%

Shares18.2K

Event2026-06-30

Filed2026-07-31

ALL

ALLSTATE CORP

2.14%

Shares3.4K

Event2026-06-30

Filed2026-07-31

GILD

GILEAD SCIENCES INC

-2.14%

Shares6.3K

Event2026-06-30

Filed2026-07-31

BLACKSTONE INC

-38.07%

Shares6.7K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

-3.08%

Shares2.6K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

-19.92%

Shares2.3K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

-3.51%

Shares10.6K

Event2026-06-30

Filed2026-07-31

CURTISS WRIGHT CORP

-18.08%

Shares997

Event2026-06-30

Filed2026-07-31

TFI

SPDR SERIES TRUST

-1.01%

Shares16.4K

Event2026-06-30

Filed2026-07-31

KIM

KIMCO REALTY CORP

-81.69%

Shares29.4K

Event2026-06-30

Filed2026-07-31

IESC

IES HOLDINGS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-31

TRGP

TARGA RES CORP

-39.72%

Shares2.7K

Event2026-06-30

Filed2026-07-31

CENTERPOINT ENERGY INC

-28.00%

Shares16.5K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

-56.60%

Shares1.9K

Event2026-06-30

Filed2026-07-31

AON

AON PLC

134.43%

Shares2.1K

Event2026-06-30

Filed2026-07-31

VANGUARD SCOTTSDALE FDS

-5.61%

Shares5.7K

Event2026-06-30

Filed2026-07-31

LUV

SOUTHWEST AIRLS CO

-28.95%

Shares12.8K

Event2026-06-30

Filed2026-07-31

VSGX

VANGUARD WORLD FD

1.60%

Shares7.9K

Event2026-06-30

Filed2026-07-31

QNITY ELECTRONICS INC

-17.74%

Shares4.0K

Event2026-06-30

Filed2026-07-31

OKE

ONEOK INC NEW

-25.53%

Shares7.4K

Event2026-06-30

Filed2026-07-31

KKR

KKR & CO INC

-43.79%

Shares7.0K

Event2026-06-30

Filed2026-07-31

FAST

FASTENAL CO

-1.96%

Shares13.3K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

-51.30%

Shares3.4K

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING IN

-24.10%

Shares2.9K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-6.75%

Shares2.0K

Event2026-06-30

Filed2026-07-31

IUSG

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

-16.26%

Shares5.2K

Event2026-06-30

Filed2026-07-31

IRM

IRON MTN INC DEL

-3.98%

Shares4.8K

Event2026-06-30

Filed2026-07-31

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-31

ENB

ENBRIDGE INC

-53.60%

Shares10.7K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

4.48%

Shares5.8K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

-53.15%

Shares1.1K

Event2026-06-30

Filed2026-07-31

WES

WESTERN MIDSTREAM PARTNERS L

-38.83%

Shares12.1K

Event2026-06-30

Filed2026-07-31

FNDF

SCHWAB STRATEGIC TR

New

Shares10.0K

Event2026-06-30

Filed2026-07-31

IXUS

ISHARES TR

-13.29%

Shares5.4K

Event2026-06-30

Filed2026-07-31

PSX

PHILLIPS 66

-54.22%

Shares3.0K

Event2026-06-30

Filed2026-07-31

MOO

VANECK ETF TRUST

-21.98%

Shares6.3K

Event2026-06-30

Filed2026-07-31

AT&T INC

-28.80%

Shares24.0K

Event2026-06-30

Filed2026-07-31

DUPONT DE NEMOURS INC

New

Shares3.6K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

-33.15%

Shares2.2K

Event2026-06-30

Filed2026-07-31

PSA

PUBLIC STORAGE

-0.58%

Shares1.5K

Event2026-06-30

Filed2026-07-31

MDLZ

MONDELEZ INTL INC

-5.99%

Shares8.4K

Event2026-06-30

Filed2026-07-31

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares695

Event2026-06-30

Filed2026-07-31

SUB

ISHARES TR

-44.95%

Shares4.2K

Event2026-06-30

Filed2026-07-31

IJK

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-31

BANK OF NY MELLON CORP

-4.18%

Shares2.9K

Event2026-06-30

Filed2026-07-31

ARK ETF TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

-16.79%

Shares778

Event2026-06-30

Filed2026-07-31

ESML

ISHARES TR

17.14%

Shares7.2K

Event2026-06-30

Filed2026-07-31

BSV

VANGUARD BD INDEX FDS

-6.93%

Shares5.2K

Event2026-06-30

Filed2026-07-31

CHUBB LIMITED

-9.70%

Shares1.2K

Event2026-06-30

Filed2026-07-31

FDMO

FIDELITY COVINGTON TRUST

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-31

SMH

VANECK ETF TRUST

-1.16%

Shares599

Event2026-06-30

Filed2026-07-31

HRL

HORMEL FOODS CORP

-8.59%

Shares15.6K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD WORLD FD

520.54%

Shares3.2K

Event2026-06-30

Filed2026-07-31

IWO

ISHARES TR

0.00%

Shares969

Event2026-06-30

Filed2026-07-31

JPST

J P MORGAN EXCHANGE TRADED F

-5.76%

Shares7.5K

Event2026-06-30

Filed2026-07-31

IWS

ISHARES TR

-62.18%

Shares2.3K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

-4.53%

Shares864

Event2026-06-30

Filed2026-07-31

DOMINION ENERGY INC

-2.54%

Shares5.3K

Event2026-06-30

Filed2026-07-31

FTNT

FORTINET INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-31

TGT

TARGET CORP

-6.82%

Shares2.7K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

-9.05%

Shares3.4K

Event2026-06-30

Filed2026-07-31

AVUS

AMERICAN CENTY ETF TR

-0.91%

Shares2.7K

Event2026-06-30

Filed2026-07-31

GUIDEWIRE SOFTWARE INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

SPYV

SPDR SERIES TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-07-31

SPDW

SPDR INDEX SHS FDS

-8.46%

Shares6.7K

Event2026-06-30

Filed2026-07-31

VNQ

VANGUARD INDEX FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-31

MTUM

ISHARES TR

0.00%

Shares942

Event2026-06-30

Filed2026-07-31

SPHY

SPDR SERIES TRUST

New

Shares13.7K

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

-58.68%

Shares3.9K

Event2026-06-30

Filed2026-07-31

POWL

POWELL INDS INC

200.00%

Shares1.1K

Event2026-06-30

Filed2026-07-31

VGK

VANGUARD INTL EQUITY INDEX F

-5.18%

Shares3.6K

Event2026-06-30

Filed2026-07-31

WASTE MGMT INC DEL

-6.53%

Shares1.4K

Event2026-06-30

Filed2026-07-31

JPIE

J P MORGAN EXCHANGE TRADED F

New

Shares6.9K

Event2026-06-30

Filed2026-07-31

IAG

IAMGOLD CORP

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-31

SEZL

SEZZLE INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-31

SLB

SLB LIMITED

-41.70%

Shares6.7K

Event2026-06-30

Filed2026-07-31

IBOC

INTERNATIONAL BANCSHARES COR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-31

ELAN

ELANCO ANIMAL HEALTH INC

-29.72%

Shares12.6K

Event2026-06-30

Filed2026-07-31

IWN

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

-8.59%

Shares1.9K

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD INDEX FDS

-1.43%

Shares829

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

-22.32%

Shares254

Event2026-06-30

Filed2026-07-31

ICF

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

DEERE & CO

-4.67%

Shares469

Event2026-06-30

Filed2026-07-31

BOEING CO

-30.16%

Shares1.3K

Event2026-06-30

Filed2026-07-31

RSPH

INVESCO EXCHANGE TRADED FD T

13.40%

Shares8.6K

Event2026-06-30

Filed2026-07-31

TTE

TOTALENERGIES SE

4.75%

Shares3.6K

Event2026-06-30

Filed2026-07-31

BHE

BENCHMARK ELECTRS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-31

IBIT

ISHARES BITCOIN TRUST ETF

1.40%

Shares8.1K

Event2026-06-30

Filed2026-07-31

SPDR SERIES TRUST

-7.84%

Shares3.1K

Event2026-06-30

Filed2026-07-31

QEFA

SPDR INDEX SHS FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-1.49%

Shares1.1K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-95.82%

Shares2.6K

Event2026-06-30

Filed2026-07-31

JCPB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-31

CMCSA

COMCAST CORP NEW

-14.82%

Shares10.5K

Event2026-06-30

Filed2026-07-31

SHEL

SHELL PLC

-17.30%

Shares3.3K

Event2026-06-30

Filed2026-07-31

VOOG

VANGUARD ADMIRAL FDS INC

401.32%

Shares3.0K

Event2026-06-30

Filed2026-07-31

SCZ

ISHARES TR

-12.40%

Shares3.0K

Event2026-06-30

Filed2026-07-31

SCHF

SCHWAB STRATEGIC TR

-4.73%

Shares9.0K

Event2026-06-30

Filed2026-07-31

MUB

ISHARES TR

-0.40%

Shares2.2K

Event2026-06-30

Filed2026-07-31

3M CO

-3.39%

Shares1.5K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

SHM

SPDR SERIES TRUST

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-31

XLF

SELECT SECTOR SPDR TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

-1.56%

Shares1.7K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN CORP

-19.14%

Shares452

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD TR

New

Shares3.0K

Event2026-06-30

Filed2026-07-31

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares894

Event2026-06-30

Filed2026-07-31

CPT

CAMDEN PPTY TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD T

-4.44%

Shares1.0K

Event2026-06-30

Filed2026-07-31

FIX

COMFORT SYS USA INC

New

Shares110

Event2026-06-30

Filed2026-07-31

IUSV

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-31

PPG

PPG INDS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-31

ATI INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-31

IWV

ISHARES TR

New

Shares474

Event2026-06-30

Filed2026-07-31

SAP

SAP SE

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-31

VHT

VANGUARD WORLD FD

New

Shares670

Event2026-06-30

Filed2026-07-31

VENTURE GLOBAL INC

-35.51%

Shares14.6K

Event2026-06-30

Filed2026-07-31

REI

RING ENERGY INC

0.00%

Shares92.3K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available