Sponsored

The Analysis of LOWE BROCKENBROUGH & CO INC's Holdings & P&L

Currently, LOWE BROCKENBROUGH & CO INC holds 341 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in VGT (+205.0K shares, valued at $24.5M), N/A (+194.9K shares, valued at $19.3M), VOO (+19.3K shares, valued at $13.3M); decreased their positions in ACWI (-98.9K shares, valued at $15.5M), N/A (-19.1K shares, valued at $13.8M), CVX (-25.0K shares, valued at $4.1M); initiated new positions in SPHD (+17.1K shares, valued at $871.9K), AKRE (+15.2K shares, valued at $806.6K), N/A (+5.8K shares, valued at $785.5K).

1M P&L

-21.2M-1.22%

3M P&L

+56.3M+3.40%

HY P&L

-1.1M-0.06%

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/A825.4M

49.6%

2Internet Content & Information81.9M

4.9%

3Consumer Electronics79.4M

4.8%

Top Industries by Stock Count

1N/A147 stocks

48.7%

2Drug Manufacturers - General9 stocks

3.0%

3Asset Management7 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR254.8K shares-1.56%2026-06-302026-08-03

ACWI ISHARES TR542.4K shares-15.42%2026-06-302026-08-03

AAPL APPLE INC274.5K shares-1.94%2026-06-302026-08-03

IXUS ISHARES TR760.4K shares3.39%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS951.6K shares4.21%2026-06-302026-08-03

ISHARES TR ISHARES TR678.6K shares40.29%2026-06-302026-08-03

SCHG SCHWAB STRATEGIC TR1.7M shares10.76%2026-06-302026-08-03

MSFT MICROSOFT CORP153.9K shares2.23%2026-06-302026-08-03

Sponsored

GOOG ALPHABET INC154.1K shares-2.16%2026-06-302026-08-03

IJH ISHARES TR674.3K shares5.08%2026-06-302026-08-03

NVDA NVIDIA CORPORATION226.8K shares3.04%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO136.8K shares-1.22%2026-06-302026-08-03

IJR ISHARES TR270.9K shares2.37%2026-06-302026-08-03

IEMG ISHARES INC462.8K shares2.99%2026-06-302026-08-03

AMZN AMAZON COM INC143.2K shares-0.22%2026-06-302026-08-03

VOO VANGUARD INDEX FDS46.6K shares70.87%2026-06-302026-08-03

Sponsored

CISCO SYS INC CISCO SYS INC250.6K shares-5.00%2026-06-302026-08-03

BROADCOM INC BROADCOM INC77.8K shares1.44%2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC38.8K shares-32.96%2026-06-302026-08-03

VGT VANGUARD WORLD FD234.5K shares696.12%2026-06-302026-08-03

GOOGL ALPHABET INC76.7K shares-1.72%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP192.1K shares-0.50%2026-06-302026-08-03

SCHX SCHWAB STRATEGIC TR881.0K shares-4.90%2026-06-302026-08-03

SOXX ISHARES TR37.3K shares14.15%2026-06-302026-08-03

Sponsored

VGSH VANGUARD SCOTTSDALE FDS410.7K shares3.24%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC41.5K shares4.96%2026-06-302026-08-03

RSP INVESCO EXCHANGE TRADED FD T106.7K shares3.25%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T30.1K shares2.17%2026-06-302026-08-03

VUSB VANGUARD BD INDEX FDS443.1K shares1.85%2026-06-302026-08-03

ETN EATON CORP PLC48.5K shares-0.36%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC19.9K shares-2.32%2026-06-302026-08-03

NSC NORFOLK SOUTHN CORP62.9K shares-0.51%2026-06-302026-08-03

Sponsored

ISHARES TR ISHARES TR191.3K shares-2.94%2026-06-302026-08-03

VGIT VANGUARD SCOTTSDALE FDS308.4K shares2.26%2026-06-302026-08-03

ORACLE CORP ORACLE CORP123.4K shares-1.20%2026-06-302026-08-03

MS MORGAN STANLEY85.9K shares-2.42%2026-06-302026-08-03

CVX CHEVRON CORPORATION106.2K shares-19.05%2026-06-302026-08-03

EAGL 2023 ETF SERIES TRUST545.1K shares0.00%2026-06-302026-08-03

TMO THERMO FISHER SCIENTIFIC INC32.5K shares1.82%2026-06-302026-08-03

TJX TJX COS INC NEW104.2K shares0.21%2026-06-302026-08-03

Sponsored

AMERIPRISE FINL INC AMERIPRISE FINL INC34.2K shares0.90%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION82.0K shares-2.06%2026-06-302026-08-03

XLV SELECT SECTOR SPDR TR87.8K shares4.28%2026-06-302026-08-03

IGV ISHARES TR150.4K shares10.54%2026-06-302026-08-03

PNC PNC FINL SVCS GROUP INC53.2K shares1.19%2026-06-302026-08-03

DUK DUKE ENERGY CORP NEW101.9K shares0.28%2026-06-302026-08-03

BKNG BOOKING HOLDINGS INC72.3K shares2365.76%2026-06-302026-08-03

GVI ISHARES TR115.5K shares1.97%2026-06-302026-08-03

Sponsored

TT TRANE TECHNOLOGIES PLC24.7K shares-0.73%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON47.7K shares-0.59%2026-06-302026-08-03

PG PROCTER & GAMBLE CO82.5K shares0.80%2026-06-302026-08-03

MRK MERCK & CO INC91.7K shares0.10%2026-06-302026-08-03

KLAC KLA CORP36.6K shares739.18%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC60.9K shares-0.86%2026-06-302026-08-03

ELV ELEVANCE HEALTH INC FORMERLY26.8K shares-0.85%2026-06-302026-08-03

VO VANGUARD INDEX FDS128.3K shares291.07%2026-06-302026-08-03

Sponsored

VISA INC VISA INC29.3K shares5.83%2026-06-302026-08-03

KBWB INVESCO EXCH TRADED FD TR II108.1K shares-1.49%2026-06-302026-08-03

LLY ELI LILLY & CO8.2K shares-1.37%2026-06-302026-08-03

AMGN AMGEN INC26.9K shares-0.21%2026-06-302026-08-03

HD HOME DEPOT INC26.5K shares0.87%2026-06-302026-08-03

CAT CATERPILLAR INC8.7K shares-17.46%2026-06-302026-08-03

PEP PEPSICO INC65.4K shares-0.66%2026-06-302026-08-03

CHUBB LIMITED CHUBB LIMITED25.7K shares0.55%2026-06-302026-08-03

Sponsored

LOW LOWES COS INC39.5K shares0.64%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC20.4K shares-0.12%2026-06-302026-08-03

AMT AMERICAN TOWER CORP50.8K shares2.99%2026-06-302026-08-03

UL UNILEVER PLC138.1K shares4.50%2026-06-302026-08-03

LMT LOCKHEED MARTIN CORP16.1K shares3.43%2026-06-302026-08-03

WMT WALMART INC67.9K shares-4.51%2026-06-302026-08-03

ABBVIE INC ABBVIE INC29.2K shares-4.76%2026-06-302026-08-03

VXUS VANGUARD STAR FDS83.7K shares-4.43%2026-06-302026-08-03

Sponsored

IVW ISHARES TR49.9K shares0.00%2026-06-302026-08-03

PH PARKER-HANNIFIN CORP6.9K shares-0.62%2026-06-302026-08-03

ACWX ISHARES TR86.2K shares-12.36%2026-06-302026-08-03

MKL MARKEL GROUP INC3.1K shares-6.04%2026-06-302026-08-03

SLB SLB LIMITED127.7K shares1.60%2026-06-302026-08-03

VWO VANGUARD INTL EQUITY INDEX F99.4K shares-6.22%2026-06-302026-08-03

TTE TOTALENERGIES SE75.0K shares0.99%2026-06-302026-08-03

IWF ISHARES TR44.6K shares248.10%2026-06-302026-08-03

Sponsored

IWV ISHARES TR12.8K shares1.12%2026-06-302026-08-03

MO ALTRIA GROUP INC75.2K shares-0.95%2026-06-302026-08-03

NEAR ISHARES U S ETF TR104.6K shares-19.48%2026-06-302026-08-03

PFE PFIZER INC216.5K shares-9.35%2026-06-302026-08-03

KO COCA COLA CO61.3K shares-0.99%2026-06-302026-08-03

MCD MCDONALDS CORP18.3K shares-1.10%2026-06-302026-08-03

VCIT VANGUARD SCOTTSDALE FDS57.2K shares-1.09%2026-06-302026-08-03

EMR EMERSON ELEC CO32.6K shares-0.17%2026-06-302026-08-03

Sponsored

SAP SAP SE30.2K shares16.17%2026-06-302026-08-03

WFC WELLS FARGO & CO54.8K shares-1.25%2026-06-302026-08-03

DOV DOVER CORP19.8K shares-1.81%2026-06-302026-08-03

INTC INTEL CORP31.5K shares-4.62%2026-06-302026-08-03

XLE SELECT SECTOR SPDR TR82.3K shares-0.40%2026-06-302026-08-03

SCHM SCHWAB STRATEGIC TR117.7K shares-0.26%2026-06-302026-08-03

ADP AUTOMATIC DATA PROCESSING IN18.6K shares-0.57%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS14.6K shares0.00%2026-06-302026-08-03

Sponsored

SPDW SPDR INDEX SHS FDS81.2K shares0.00%2026-06-302026-08-03

QCOM QUALCOMM INC21.0K shares-6.25%2026-06-302026-08-03

GD GENERAL DYNAMICS CORP10.9K shares-1.37%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO11.3K shares0.00%2026-06-302026-08-03

SCHA SCHWAB STRATEGIC TR105.4K shares-3.27%2026-06-302026-08-03

XLC SELECT SECTOR SPDR TR33.9K shares-2.60%2026-06-302026-08-03

ABT ABBOTT LABORATORIES39.9K shares-3.13%2026-06-302026-08-03

EPS WISDOMTREE TR46.3K shares0.00%2026-06-302026-08-03

Sponsored

ITW ILLINOIS TOOL WKS INC13.1K shares-0.64%2026-06-302026-08-03

SCHB SCHWAB STRATEGIC TR120.7K shares-2.49%2026-06-302026-08-03

DE DEERE & CO5.4K shares-2.01%2026-06-302026-08-03

SHV ISHARES TR30.8K shares-0.23%2026-06-302026-08-03

IGSB ISHARES TR63.7K shares1.18%2026-06-302026-08-03

KNSL KINSALE CAP GROUP INC10.0K shares-2.51%2026-06-302026-08-03

DGX QUEST DIAGNOSTICS INC14.7K shares-0.57%2026-06-302026-08-03

VEU VANGUARD INTL EQUITY INDEX F36.0K shares0.00%2026-06-302026-08-03

Sponsored

THG HANOVER INS GROUP INC13.7K shares-0.13%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL5.6K shares-12.69%2026-06-302026-08-03

BLK BLACKROCK INC2.8K shares-0.32%2026-06-302026-08-03

UNP UNION PAC CORP9.7K shares-2.82%2026-06-302026-08-03

SBUX STARBUCKS CORP25.6K shares-1.34%2026-06-302026-08-03

3M CO 3M CO16.0K shares-2.88%2026-06-302026-08-03

TFC TRUIST FINL CORP51.3K shares-0.63%2026-06-302026-08-03

BK BANK OF NY MELLON CORP17.4K shares-0.67%2026-06-302026-08-03

Sponsored

PKG PACKAGING CORP AMER10.3K shares-0.94%2026-06-302026-08-03

VOT VANGUARD INDEX FDS7.9K shares0.00%2026-06-302026-08-03

SPEM SPDR INDEX SHS FDS45.9K shares0.00%2026-06-302026-08-03

CL COLGATE PALMOLIVE CO25.8K shares-1.90%2026-06-302026-08-03

VIG VANGUARD SPECIALIZED FUNDS9.9K shares0.00%2026-06-302026-08-03

KMB KIMBERLY-CLARK CORP21.1K shares-3.49%2026-06-302026-08-03

MPC MARATHON PETE CORP8.9K shares0.00%2026-06-302026-08-03

NXST NEXSTAR MEDIA GROUP INC12.3K shares0.00%2026-06-302026-08-03

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC31.9K shares-5.49%2026-06-302026-08-03

NVS NOVARTIS AG13.6K shares-0.94%2026-06-302026-08-03

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION14.2K shares-1.74%2026-06-302026-08-03

IWM ISHARES TR6.9K shares-0.42%2026-06-302026-08-03

CSX CSX CORP42.9K shares-2.32%2026-06-302026-08-03

SYY SYSCO CORP24.2K shares-0.51%2026-06-302026-08-03

VB VANGUARD INDEX FDS6.6K shares-0.26%2026-06-302026-08-03

MUB ISHARES TR18.3K shares0.44%2026-06-302026-08-03

Sponsored

GLW CORNING INC7.5K shares-0.33%2026-06-302026-08-03

BMY BRISTOL-MYERS SQUIBB CO32.6K shares-0.61%2026-06-302026-08-03

FLEX FLEX LTD11.1K shares0.00%2026-06-302026-08-03

ALL ALLSTATE CORP7.5K shares-4.18%2026-06-302026-08-03

NTRS NORTHERN TR CORP10.1K shares-0.66%2026-06-302026-08-03

MDLZ MONDELEZ INTL INC30.3K shares-0.38%2026-06-302026-08-03

IWR ISHARES TR15.7K shares0.00%2026-06-302026-08-03

IWN ISHARES TR7.6K shares-2.43%2026-06-302026-08-03

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC5.0K shares-3.56%2026-06-302026-08-03

EFA ISHARES TR15.7K shares0.00%2026-06-302026-08-03

SHEL SHELL PLC21.0K shares0.00%2026-06-302026-08-03

CHRW C H ROBINSON WORLDWIDE IN8.6K shares-4.18%2026-06-302026-08-03

CORTEVA INC CORTEVA INC18.7K shares0.00%2026-06-302026-08-03

XLF SELECT SECTOR SPDR TR29.3K shares0.00%2026-06-302026-08-03

VHT VANGUARD WORLD FD5.2K shares5.06%2026-06-302026-08-03

TXN TEXAS INSTRS INC5.2K shares-9.68%2026-06-302026-08-03

Sponsored

GE GE AEROSPACE4.1K shares-1.79%2026-06-302026-08-03

VIOO VANGUARD ADMIRAL FDS INC11.1K shares-0.47%2026-06-302026-08-03

QQQ INVESCO QQQ TR2.0K shares-16.71%2026-06-302026-08-03

EG EVEREST GROUP LTD4.1K shares-2.05%2026-06-302026-08-03

PSX PHILLIPS 668.6K shares0.00%2026-06-302026-08-03

IGIB ISHARES TR26.8K shares5.31%2026-06-302026-08-03

DFAC DIMENSIONAL ETF TRUST32.0K shares0.00%2026-06-302026-08-03

VDE VANGUARD WORLD FD9.3K shares-5.42%2026-06-302026-08-03

Sponsored

VCSH VANGUARD SCOTTSDALE FDS17.7K shares-6.34%2026-06-302026-08-03

BAC BANK OF AMER CORP24.2K shares-0.80%2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC15.6K shares0.00%2026-06-302026-08-03

CNI CANADIAN NATL RY CO11.1K shares-1.41%2026-06-302026-08-03

COP CONOCOPHILLIPS12.8K shares-3.46%2026-06-302026-08-03

IWB ISHARES TR3.2K shares0.00%2026-06-302026-08-03

MEDTRONIC PLC MEDTRONIC PLC16.7K shares-7.96%2026-06-302026-08-03

NVO NOVO-NORDISK A S26.9K shares0.00%2026-06-302026-08-03

Sponsored

DIS DISNEY WALT CO12.9K shares-4.18%2026-06-302026-08-03

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares0.00%2026-06-302026-08-03

COF CAPITAL ONE FINL CORP5.7K shares-20.72%2026-06-302026-08-03

IVE ISHARES TR5.0K shares-32.10%2026-06-302026-08-03

Q QNITY ELECTRONICS INC6.7K shares0.00%2026-06-302026-08-03

GL GLOBE LIFE INC6.1K shares-1.61%2026-06-302026-08-03

TROW PRICE T ROWE GROUP INC9.6K shares-5.69%2026-06-302026-08-03

TTC TORO CO11.1K shares-1.28%2026-06-302026-08-03

Sponsored

SCHE SCHWAB STRATEGIC TR29.6K shares-16.77%2026-06-302026-08-03

USB US BANCORP17.7K shares-2.44%2026-06-302026-08-03

GEV GE VERNOVA INC872 shares0.00%2026-06-302026-08-03

ATR APTARGROUP INC8.2K shares1.78%2026-06-302026-08-03

APD AIR PRODUCTS AND CHEMICALS I3.5K shares-2.27%2026-06-302026-08-03

DVY ISHARES TR6.1K shares0.00%2026-06-302026-08-03

SYK STRYKER CORPORATION3.0K shares0.50%2026-06-302026-08-03

SPYV SPDR SERIES TRUST15.6K shares-0.19%2026-06-302026-08-03

Sponsored

MBB ISHARES TR10.0K shares0.00%2026-06-302026-08-03

COR CENCORA INC3.3K shares-1.49%2026-06-302026-08-03

BDX BECTON DICKINSON & CO6.0K shares-0.12%2026-06-302026-08-03

SPHD INVESCO EXCH TRADED FD TR II17.1K sharesnew addition2026-06-302026-08-03

BX BLACKSTONE INC7.3K shares0.00%2026-06-302026-08-03

RDVY FIRST TR EXCHANGE TRADED FD10.2K shares-1.93%2026-06-302026-08-03

AKRE PROFESIONALLY MANAGED PORTFO15.2K sharesnew addition2026-06-302026-08-03

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.8K sharesnew addition2026-06-302026-08-03

Sponsored

ADI ANALOG DEVICES INC2.0K shares-14.64%2026-06-302026-08-03

FGD FIRST TR EXCHANGE-TRADED FD24.0K sharesnew addition2026-06-302026-08-03

XLP SELECT SECTOR SPDR TR9.2K shares-3.21%2026-06-302026-08-03

NOBL PROSHARES TR13.5K sharesnew addition2026-06-302026-08-03

VABK VIRGINIA NATL BK CHRLOTSVLE17.0K shares0.00%2026-06-302026-08-03

GILD GILEAD SCIENCES INC5.8K shares-5.68%2026-06-302026-08-03

DFUS DIMENSIONAL ETF TRUST8.7K shares-17.07%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC15.9K shares-4.59%2026-06-302026-08-03

Sponsored

MSM MSC INDL DIRECT INC5.6K shares-0.35%2026-06-302026-08-03

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.3K shares-4.05%2026-06-302026-08-03

BIV VANGUARD BD INDEX FDS8.7K shares696.15%2026-06-302026-08-03

ZBH ZIMMER BIOMET HOLDINGS INC7.5K shares8.06%2026-06-302026-08-03

SOUTHERN CO SOUTHERN CO6.6K shares-2.94%2026-06-302026-08-03

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.0K shares-7.90%2026-06-302026-08-03

ALB ALBEMARLE CORP4.6K shares-1.89%2026-06-302026-08-03

ADM ARCHER DANIELS MIDLAND CO8.2K shares-3.20%2026-06-302026-08-03

Sponsored

DHR DANAHER CORP DEL3.2K shares-23.51%2026-06-302026-08-03

T AT&T INC29.8K shares-0.46%2026-06-302026-08-03

WMB WILLIAMS COS INC8.2K shares0.00%2026-06-302026-08-03

WAT WATERS CORP1.6K shares-0.55%2026-06-302026-08-03

SCHF SCHWAB STRATEGIC TR21.7K shares-14.00%2026-06-302026-08-03

CARR CARRIER GLOBAL CORPORATION7.8K shares-2.50%2026-06-302026-08-03

HUBB HUBBELL INC1.1K shares0.00%2026-06-302026-08-03

HSY HERSHEY CO3.2K shares-1.24%2026-06-302026-08-03

Sponsored

CSQ CALAMOS STRATEGIC TOTAL RETU26.6K shares0.00%2026-06-302026-08-03

FHI FEDERATED HERMES INC9.7K shares-0.41%2026-06-302026-08-03

VTEB VANGUARD MUN BD FDS10.1K shares-28.37%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.4K shares0.00%2026-06-302026-08-03

STIP ISHARES TR5.0K shares0.00%2026-06-302026-08-03

DOW DOW HLDGS INC18.6K shares0.00%2026-06-302026-08-03

RY ROYAL BK CDA2.5K shares0.00%2026-06-302026-08-03

TGT TARGET CORP3.9K shares-6.54%2026-06-302026-08-03

Sponsored

INGR INGREDION INC5.1K shares0.00%2026-06-302026-08-03

TDTT FLEXSHARES TR18.9K sharesnew addition2026-06-302026-08-03

TMFC RBB FD INC5.9K shares0.00%2026-06-302026-08-03

NKE NIKE INC10.9K shares-5.41%2026-06-302026-08-03

SCHD SCHWAB STRATEGIC TR14.1K shares0.00%2026-06-302026-08-03

VNQ VANGUARD INDEX FDS4.6K shares-11.17%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION462 shares0.00%2026-06-302026-08-03

CI THE CIGNA GROUP1.5K shares0.00%2026-06-302026-08-03

Sponsored

CHD CHURCH & DWIGHT CO INC4.1K shares0.00%2026-06-302026-08-03

VLO VALERO ENERGY CORP1.5K shares0.00%2026-06-302026-08-03

MKC MCCORMICK & CO INC7.7K shares-8.10%2026-06-302026-08-03

PAYX PAYCHEX INC3.9K shares0.00%2026-06-302026-08-03

DELL DELL TECHNOLOGIES INC868 sharesnew addition2026-06-302026-08-03

STN STANTEC INC5.1K shares0.00%2026-06-302026-08-03

FV FIRST TR EXCHANGE TRADED FD4.7K shares-19.83%2026-06-302026-08-03

CAH CARDINAL HEALTH INC1.5K shares0.00%2026-06-302026-08-03

Sponsored

BP BP PLC9.3K shares-2.37%2026-06-302026-08-03

AEP AMERICAN ELEC PWR CO INC2.5K shares0.00%2026-06-302026-08-03

YUM YUM BRANDS INC2.1K shares-2.14%2026-06-302026-08-03

DLTR DOLLAR TREE INC2.7K shares-32.50%2026-06-302026-08-03

CVS CVS HEALTH CORP3.1K shares0.52%2026-06-302026-08-03

UDR UDR INC8.0K shares0.00%2026-06-302026-08-03

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.4K shares0.00%2026-06-302026-08-03

RPG INVESCO EXCHANGE TRADED FD T5.0K shares-8.19%2026-06-302026-08-03

Sponsored

FXL FIRST TR EXCHANGE-TRADED FD1.4K shares-15.70%2026-06-302026-08-03

SHW SHERWIN WILLIAMS CO913 shares0.00%2026-06-302026-08-03

TLH ISHARES TR3.1K shares0.00%2026-06-302026-08-03

TSCO TRACTOR SUPPLY CO9.6K shares1.96%2026-06-302026-08-03

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.8K shares0.00%2026-06-302026-08-03

CBRE CBRE GROUP INC2.2K shares-7.94%2026-06-302026-08-03

LHX L3HARRIS TECHNOLOGIES INC1.0K shares0.00%2026-06-302026-08-03

DGRW WISDOMTREE TR3.0K shares0.00%2026-06-302026-08-03

Sponsored

XLK SELECT SECTOR SPDR TR1.5K shares0.00%2026-06-302026-08-03

UVV UNIVERSAL CORP VA MTNS BK EN5.4K shares0.00%2026-06-302026-08-03

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.0K shares0.00%2026-06-302026-08-03

MFC MANULIFE FINL CORP6.8K shares0.00%2026-06-302026-08-03

XLRE SELECT SECTOR SPDR TR6.3K shares0.00%2026-06-302026-08-03

AFL AFLAC INC2.3K shares-8.70%2026-06-302026-08-03

NOC NORTHROP GRUMMAN CORP529 shares0.00%2026-06-302026-08-03

SPMB SPDR SERIES TRUST12.0K shares0.00%2026-06-302026-08-03

Sponsored

IWO ISHARES TR648 shares0.00%2026-06-302026-08-03

BHRB BURKE HERBERT FINL SVCS CORP3.5K shares0.00%2026-06-302026-08-03

FAST FASTENAL CO5.2K shares-4.03%2026-06-302026-08-03

SPHQ INVESCO EXCHANGE TRADED FD T2.8K sharesnew addition2026-06-302026-08-03

IBKR INTERACTIVE BROKERS GROUP IN2.7K sharesnew addition2026-06-302026-08-03

AVY AVERY DENNISON CORP1.4K shares-3.85%2026-06-302026-08-03

UPS UNITED PARCEL SVCS INC2.1K shares-4.21%2026-06-302026-08-03

HONEYWELL INTL INC HONEYWELL INTL INC979 sharesnew addition2026-06-302026-08-03

Sponsored

NXT NEXTPOWER INC1.8K shares0.00%2026-06-302026-08-03

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC979 sharesnew addition2026-06-302026-08-03

VYM VANGUARD WHITEHALL FDS1.3K sharesnew addition2026-06-302026-08-03

IWD ISHARES TR864 shares0.00%2026-06-302026-08-03

USFR WISDOMTREE TR4.2K shares-14.84%2026-06-302026-08-03

WASTE MGMT INC DEL WASTE MGMT INC DEL939 shares0.00%2026-06-302026-08-03

BN BROOKFIELD CORP4.9K shares-13.25%2026-06-302026-08-03

ENB ENBRIDGE INC3.9K shares-4.61%2026-06-302026-08-03

Sponsored

BND VANGUARD BD INDEX FDS2.8K shares-48.47%2026-06-302026-08-03

WTRG ESSENTIAL UTILS INC5.3K shares0.00%2026-06-302026-08-03

NUE NUCOR CORP900 sharesnew addition2026-06-302026-08-03

SLYG SPDR SERIES TRUST1.6K shares0.00%2026-06-302026-08-03

VONV VANGUARD SCOTTSDALE FDS1.8K shares0.00%2026-06-302026-08-03

XLY SELECT SECTOR SPDR TR1.4K shares0.29%2026-06-302026-08-03

MTUM ISHARES TR455 shares0.00%2026-06-302026-08-03

XSW SPDR SERIES TRUST842 shares-79.69%2026-06-302026-08-03

Sponsored

SCHV SCHWAB STRATEGIC TR3.9K shares0.00%2026-06-302026-08-03

DFUV DIMENSIONAL ETF TRUST2.4K shares0.00%2026-06-302026-08-03

QUAL ISHARES TR541 shares0.00%2026-06-302026-08-03

SPDR SERIES TRUST SPDR SERIES TRUST1.2K shares0.00%2026-06-302026-08-03

TIP ISHARES TR875 sharesnew addition2026-06-302026-08-03

EES WISDOMTREE TR1.2K shares0.00%2026-06-302026-08-03

DFAS DIMENSIONAL ETF TRUST971 shares2.21%2026-06-302026-08-03

EEM ISHARES TR1.1K shares0.00%2026-06-302026-08-03

Sponsored

MDYV SPDR SERIES TRUST772 shares-30.20%2026-06-302026-08-03

CGW INVESCO EXCH TRADED FD TR II1.0K shares4.70%2026-06-302026-08-03

KBE SPDR SERIES TRUST850 shares0.00%2026-06-302026-08-03

XLI SELECT SECTOR SPDR TR300 shares0.00%2026-06-302026-08-03

IEZ ISHARES TR2.1K shares0.00%2026-06-302026-08-03

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR1.2K shares0.00%2026-06-302026-08-03

IYR ISHARES TR508 shares0.00%2026-06-302026-08-03

VOOG VANGUARD ADMIRAL FDS INC540 shares500.00%2026-06-302026-08-03

Sponsored

FLOT ISHARES TR835 shares42.01%2026-06-302026-08-03

IWS ISHARES TR250 shares0.00%2026-06-302026-08-03

SPYG SPDR SERIES TRUST300 shares0.00%2026-06-302026-08-03

VXF VANGUARD INDEX FDS139 shares0.00%2026-06-302026-08-03

IWP ISHARES TR230 shares0.00%2026-06-302026-08-03

SKYY FIRST TR EXCHANGE-TRADED FD225 shares-10.36%2026-06-302026-08-03

BSV VANGUARD BD INDEX FDS389 shares0.00%2026-06-302026-08-03

SCHO SCHWAB STRATEGIC TR1.2K shares0.00%2026-06-302026-08-03

Sponsored

IJT ISHARES TR164 shares-6.29%2026-06-302026-08-03

GOVT ISHARES TR1.3K shares0.00%2026-06-302026-08-03

VTV VANGUARD INDEX FDS112 shares0.00%2026-06-302026-08-03

VBR VANGUARD INDEX FDS96 shares0.00%2026-06-302026-08-03

IJS ISHARES TR164 shares0.00%2026-06-302026-08-03

IXN ISHARES TR150 sharesnew addition2026-06-302026-08-03

VMBS VANGUARD SCOTTSDALE FDS399 shares0.00%2026-06-302026-08-03

VOE VANGUARD INDEX FDS94 shares0.00%2026-06-302026-08-03

Sponsored

IJK ISHARES TR147 shares0.00%2026-06-302026-08-03

VBK VANGUARD INDEX FDS47 shares0.00%2026-06-302026-08-03

IYW ISHARES TR61 shares0.00%2026-06-302026-08-03

PGX INVESCO EXCH TRADED FD TR II1.4K shares0.00%2026-06-302026-08-03

IJJ ISHARES TR102 shares0.00%2026-06-302026-08-03

IXJ ISHARES TR125 sharesnew addition2026-06-302026-08-03

IEF ISHARES TR126 shares0.00%2026-06-302026-08-03

PEY INVESCO EXCHANGE TRADED FD T512 shares0.00%2026-06-302026-08-03

Sponsored

RSPH INVESCO EXCHANGE TRADED FD T250 sharesnew addition2026-06-302026-08-03

USIG ISHARES TR125 shares0.00%2026-06-302026-08-03

IYG ISHARES TR69 shares0.00%2026-06-302026-08-03

VUG VANGUARD INDEX FDS60 shares500.00%2026-06-302026-08-03

SCZ ISHARES TR57 sharesnew addition2026-06-302026-08-03

RSPT INVESCO EXCHANGE TRADED FD T44 sharesnew addition2026-06-302026-08-03

FNDX SCHWAB STRATEGIC TR88 sharesnew addition2026-06-302026-08-03

FNDF SCHWAB STRATEGIC TR40 sharesnew addition2026-06-302026-08-03

Sponsored

SHY ISHARES TR25 shares0.00%2026-06-302026-08-03

COMT ISHARES U S ETF TR15 sharesnew addition2026-06-302026-08-03

VV VANGUARD INDEX FDS1 shares-99.79%2026-06-302026-08-03

TLTD FLEXSHARES TR1 sharesnew addition2026-06-302026-08-03

DWM WISDOMTREE TR1 shares0.00%2026-06-302026-08-03

ISHARES TR

-1.56%

Shares254.8K

Event2026-06-30

Filed2026-08-03

ACWI

ISHARES TR

-15.42%

Shares542.4K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-1.94%

Shares274.5K

Event2026-06-30

Filed2026-08-03

IXUS

ISHARES TR

3.39%

Shares760.4K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

4.21%

Shares951.6K

Event2026-06-30

Filed2026-08-03

ISHARES TR

40.29%

Shares678.6K

Event2026-06-30

Filed2026-08-03

SCHG

SCHWAB STRATEGIC TR

10.76%

Shares1.7M

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

2.23%

Shares153.9K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

-2.16%

Shares154.1K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

5.08%

Shares674.3K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

3.04%

Shares226.8K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

-1.22%

Shares136.8K

Event2026-06-30

Filed2026-08-03

IJR

ISHARES TR

2.37%

Shares270.9K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

2.99%

Shares462.8K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-0.22%

Shares143.2K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

70.87%

Shares46.6K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

-5.00%

Shares250.6K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

1.44%

Shares77.8K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

-32.96%

Shares38.8K

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD WORLD FD

696.12%

Shares234.5K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-1.72%

Shares76.7K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

-0.50%

Shares192.1K

Event2026-06-30

Filed2026-08-03

SCHX

SCHWAB STRATEGIC TR

-4.90%

Shares881.0K

Event2026-06-30

Filed2026-08-03

SOXX

ISHARES TR

14.15%

Shares37.3K

Event2026-06-30

Filed2026-08-03

VGSH

VANGUARD SCOTTSDALE FDS

3.24%

Shares410.7K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

4.96%

Shares41.5K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO EXCHANGE TRADED FD T

3.25%

Shares106.7K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

2.17%

Shares30.1K

Event2026-06-30

Filed2026-08-03

VUSB

VANGUARD BD INDEX FDS

1.85%

Shares443.1K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

-0.36%

Shares48.5K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

-2.32%

Shares19.9K

Event2026-06-30

Filed2026-08-03

NSC

NORFOLK SOUTHN CORP

-0.51%

Shares62.9K

Event2026-06-30

Filed2026-08-03

ISHARES TR

-2.94%

Shares191.3K

Event2026-06-30

Filed2026-08-03

VGIT

VANGUARD SCOTTSDALE FDS

2.26%

Shares308.4K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

-1.20%

Shares123.4K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

-2.42%

Shares85.9K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

-19.05%

Shares106.2K

Event2026-06-30

Filed2026-08-03

EAGL

2023 ETF SERIES TRUST

0.00%

Shares545.1K

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC

1.82%

Shares32.5K

Event2026-06-30

Filed2026-08-03

TJX

TJX COS INC NEW

0.21%

Shares104.2K

Event2026-06-30

Filed2026-08-03

AMERIPRISE FINL INC

0.90%

Shares34.2K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

-2.06%

Shares82.0K

Event2026-06-30

Filed2026-08-03

XLV

SELECT SECTOR SPDR TR

4.28%

Shares87.8K

Event2026-06-30

Filed2026-08-03

IGV

ISHARES TR

10.54%

Shares150.4K

Event2026-06-30

Filed2026-08-03

PNC

PNC FINL SVCS GROUP INC

1.19%

Shares53.2K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW

0.28%

Shares101.9K

Event2026-06-30

Filed2026-08-03

BKNG

BOOKING HOLDINGS INC

2365.76%

Shares72.3K

Event2026-06-30

Filed2026-08-03

GVI

ISHARES TR

1.97%

Shares115.5K

Event2026-06-30

Filed2026-08-03

TRANE TECHNOLOGIES PLC

-0.73%

Shares24.7K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

-0.59%

Shares47.7K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

0.80%

Shares82.5K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

0.10%

Shares91.7K

Event2026-06-30

Filed2026-08-03

KLAC

KLA CORP

739.18%

Shares36.6K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

-0.86%

Shares60.9K

Event2026-06-30

Filed2026-08-03

ELV

ELEVANCE HEALTH INC FORMERLY

-0.85%

Shares26.8K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

291.07%

Shares128.3K

Event2026-06-30

Filed2026-08-03

VISA INC

5.83%

Shares29.3K

Event2026-06-30

Filed2026-08-03

KBWB

INVESCO EXCH TRADED FD TR II

-1.49%

Shares108.1K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

-1.37%

Shares8.2K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

-0.21%

Shares26.9K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

0.87%

Shares26.5K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

-17.46%

Shares8.7K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

-0.66%

Shares65.4K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED

0.55%

Shares25.7K

Event2026-06-30

Filed2026-08-03

LOW

LOWES COS INC

0.64%

Shares39.5K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

-0.12%

Shares20.4K

Event2026-06-30

Filed2026-08-03

AMT

AMERICAN TOWER CORP

2.99%

Shares50.8K

Event2026-06-30

Filed2026-08-03

UNILEVER PLC

4.50%

Shares138.1K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP

3.43%

Shares16.1K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

-4.51%

Shares67.9K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

-4.76%

Shares29.2K

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD STAR FDS

-4.43%

Shares83.7K

Event2026-06-30

Filed2026-08-03

IVW

ISHARES TR

0.00%

Shares49.9K

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP

-0.62%

Shares6.9K

Event2026-06-30

Filed2026-08-03

ACWX

ISHARES TR

-12.36%

Shares86.2K

Event2026-06-30

Filed2026-08-03

MKL

MARKEL GROUP INC

-6.04%

Shares3.1K

Event2026-06-30

Filed2026-08-03

SLB

SLB LIMITED

1.60%

Shares127.7K

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

-6.22%

Shares99.4K

Event2026-06-30

Filed2026-08-03

TTE

TOTALENERGIES SE

0.99%

Shares75.0K

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

248.10%

Shares44.6K

Event2026-06-30

Filed2026-08-03

IWV

ISHARES TR

1.12%

Shares12.8K

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC

-0.95%

Shares75.2K

Event2026-06-30

Filed2026-08-03

NEAR

ISHARES U S ETF TR

-19.48%

Shares104.6K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

-9.35%

Shares216.5K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

-0.99%

Shares61.3K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

-1.10%

Shares18.3K

Event2026-06-30

Filed2026-08-03

VCIT

VANGUARD SCOTTSDALE FDS

-1.09%

Shares57.2K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO

-0.17%

Shares32.6K

Event2026-06-30

Filed2026-08-03

SAP

SAP SE

16.17%

Shares30.2K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

-1.25%

Shares54.8K

Event2026-06-30

Filed2026-08-03

DOV

DOVER CORP

-1.81%

Shares19.8K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

-4.62%

Shares31.5K

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

-0.40%

Shares82.3K

Event2026-06-30

Filed2026-08-03

SCHM

SCHWAB STRATEGIC TR

-0.26%

Shares117.7K

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING IN

-0.57%

Shares18.6K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares14.6K

Event2026-06-30

Filed2026-08-03

SPDW

SPDR INDEX SHS FDS

0.00%

Shares81.2K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

-6.25%

Shares21.0K

Event2026-06-30

Filed2026-08-03

GENERAL DYNAMICS CORP

-1.37%

Shares10.9K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

0.00%

Shares11.3K

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

-3.27%

Shares105.4K

Event2026-06-30

Filed2026-08-03

XLC

SELECT SECTOR SPDR TR

-2.60%

Shares33.9K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

-3.13%

Shares39.9K

Event2026-06-30

Filed2026-08-03

EPS

WISDOMTREE TR

0.00%

Shares46.3K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WKS INC

-0.64%

Shares13.1K

Event2026-06-30

Filed2026-08-03

SCHB

SCHWAB STRATEGIC TR

-2.49%

Shares120.7K

Event2026-06-30

Filed2026-08-03

DEERE & CO

-2.01%

Shares5.4K

Event2026-06-30

Filed2026-08-03

SHV

ISHARES TR

-0.23%

Shares30.8K

Event2026-06-30

Filed2026-08-03

IGSB

ISHARES TR

1.18%

Shares63.7K

Event2026-06-30

Filed2026-08-03

KNSL

KINSALE CAP GROUP INC

-2.51%

Shares10.0K

Event2026-06-30

Filed2026-08-03

DGX

QUEST DIAGNOSTICS INC

-0.57%

Shares14.7K

Event2026-06-30

Filed2026-08-03

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares36.0K

Event2026-06-30

Filed2026-08-03

THG

HANOVER INS GROUP INC

-0.13%

Shares13.7K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

-12.69%

Shares5.6K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

-0.32%

Shares2.8K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP

-2.82%

Shares9.7K

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

-1.34%

Shares25.6K

Event2026-06-30

Filed2026-08-03

3M CO

-2.88%

Shares16.0K

Event2026-06-30

Filed2026-08-03

TFC

TRUIST FINL CORP

-0.63%

Shares51.3K

Event2026-06-30

Filed2026-08-03

BANK OF NY MELLON CORP

-0.67%

Shares17.4K

Event2026-06-30

Filed2026-08-03

PKG

PACKAGING CORP AMER

-0.94%

Shares10.3K

Event2026-06-30

Filed2026-08-03

VOT

VANGUARD INDEX FDS

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-03

SPEM

SPDR INDEX SHS FDS

0.00%

Shares45.9K

Event2026-06-30

Filed2026-08-03

COLGATE PALMOLIVE CO

-1.90%

Shares25.8K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-03

KMB

KIMBERLY-CLARK CORP

-3.49%

Shares21.1K

Event2026-06-30

Filed2026-08-03

MPC

MARATHON PETE CORP

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-03

NXST

NEXSTAR MEDIA GROUP INC

0.00%

Shares12.3K

Event2026-06-30

Filed2026-08-03

DOMINION ENERGY INC

-5.49%

Shares31.9K

Event2026-06-30

Filed2026-08-03

NVS

NOVARTIS AG

-0.94%

Shares13.6K

Event2026-06-30

Filed2026-08-03

JOHNSON CONTROLS INTERNATION

-1.74%

Shares14.2K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

-0.42%

Shares6.9K

Event2026-06-30

Filed2026-08-03

CSX

CSX CORP

-2.32%

Shares42.9K

Event2026-06-30

Filed2026-08-03

SYY

SYSCO CORP

-0.51%

Shares24.2K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

-0.26%

Shares6.6K

Event2026-06-30

Filed2026-08-03

MUB

ISHARES TR

0.44%

Shares18.3K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

-0.33%

Shares7.5K

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO

-0.61%

Shares32.6K

Event2026-06-30

Filed2026-08-03

FLEX

FLEX LTD

0.00%

Shares11.1K

Event2026-06-30

Filed2026-08-03

ALL

ALLSTATE CORP

-4.18%

Shares7.5K

Event2026-06-30

Filed2026-08-03

NTRS

NORTHERN TR CORP

-0.66%

Shares10.1K

Event2026-06-30

Filed2026-08-03

MDLZ

MONDELEZ INTL INC

-0.38%

Shares30.3K

Event2026-06-30

Filed2026-08-03

IWR

ISHARES TR

0.00%

Shares15.7K

Event2026-06-30

Filed2026-08-03

IWN

ISHARES TR

-2.43%

Shares7.6K

Event2026-06-30

Filed2026-08-03

TRAVELERS COMPANIES INC

-3.56%

Shares5.0K

Event2026-06-30

Filed2026-08-03

EFA

ISHARES TR

0.00%

Shares15.7K

Event2026-06-30

Filed2026-08-03

SHEL

SHELL PLC

0.00%

Shares21.0K

Event2026-06-30

Filed2026-08-03

CHRW

C H ROBINSON WORLDWIDE IN

-4.18%

Shares8.6K

Event2026-06-30

Filed2026-08-03

CORTEVA INC

0.00%

Shares18.7K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

0.00%

Shares29.3K

Event2026-06-30

Filed2026-08-03

VHT

VANGUARD WORLD FD

5.06%

Shares5.2K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

-9.68%

Shares5.2K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

-1.79%

Shares4.1K

Event2026-06-30

Filed2026-08-03

VIOO

VANGUARD ADMIRAL FDS INC

-0.47%

Shares11.1K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

-16.71%

Shares2.0K

Event2026-06-30

Filed2026-08-03

EVEREST GROUP LTD

-2.05%

Shares4.1K

Event2026-06-30

Filed2026-08-03

PSX

PHILLIPS 66

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-03

IGIB

ISHARES TR

5.31%

Shares26.8K

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares32.0K

Event2026-06-30

Filed2026-08-03

VDE

VANGUARD WORLD FD

-5.42%

Shares9.3K

Event2026-06-30

Filed2026-08-03

VCSH

VANGUARD SCOTTSDALE FDS

-6.34%

Shares17.7K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

-0.80%

Shares24.2K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

0.00%

Shares15.6K

Event2026-06-30

Filed2026-08-03

CNI

CANADIAN NATL RY CO

-1.41%

Shares11.1K

Event2026-06-30

Filed2026-08-03

COP

CONOCOPHILLIPS

-3.46%

Shares12.8K

Event2026-06-30

Filed2026-08-03

IWB

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-03

MEDTRONIC PLC

-7.96%

Shares16.7K

Event2026-06-30

Filed2026-08-03

NVO

NOVO-NORDISK A S

0.00%

Shares26.9K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

-4.18%

Shares12.9K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-03

COF

CAPITAL ONE FINL CORP

-20.72%

Shares5.7K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES TR

-32.10%

Shares5.0K

Event2026-06-30

Filed2026-08-03

QNITY ELECTRONICS INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-03

GLOBE LIFE INC

-1.61%

Shares6.1K

Event2026-06-30

Filed2026-08-03

TROW

PRICE T ROWE GROUP INC

-5.69%

Shares9.6K

Event2026-06-30

Filed2026-08-03

TTC

TORO CO

-1.28%

Shares11.1K

Event2026-06-30

Filed2026-08-03

SCHE

SCHWAB STRATEGIC TR

-16.77%

Shares29.6K

Event2026-06-30

Filed2026-08-03

USB

US BANCORP

-2.44%

Shares17.7K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

0.00%

Shares872

Event2026-06-30

Filed2026-08-03

ATR

APTARGROUP INC

1.78%

Shares8.2K

Event2026-06-30

Filed2026-08-03

APD

AIR PRODUCTS AND CHEMICALS I

-2.27%

Shares3.5K

Event2026-06-30

Filed2026-08-03

DVY

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-03

SYK

STRYKER CORPORATION

0.50%

Shares3.0K

Event2026-06-30

Filed2026-08-03

SPYV

SPDR SERIES TRUST

-0.19%

Shares15.6K

Event2026-06-30

Filed2026-08-03

MBB

ISHARES TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-03

COR

CENCORA INC

-1.49%

Shares3.3K

Event2026-06-30

Filed2026-08-03

BDX

BECTON DICKINSON & CO

-0.12%

Shares6.0K

Event2026-06-30

Filed2026-08-03

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares17.1K

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-03

RDVY

FIRST TR EXCHANGE TRADED FD

-1.93%

Shares10.2K

Event2026-06-30

Filed2026-08-03

AKRE

PROFESIONALLY MANAGED PORTFO

New

Shares15.2K

Event2026-06-30

Filed2026-08-03

DUPONT DE NEMOURS INC

New

Shares5.8K

Event2026-06-30

Filed2026-08-03

ADI

ANALOG DEVICES INC

-14.64%

Shares2.0K

Event2026-06-30

Filed2026-08-03

FGD

FIRST TR EXCHANGE-TRADED FD

New

Shares24.0K

Event2026-06-30

Filed2026-08-03

XLP

SELECT SECTOR SPDR TR

-3.21%

Shares9.2K

Event2026-06-30

Filed2026-08-03

NOBL

PROSHARES TR

New

Shares13.5K

Event2026-06-30

Filed2026-08-03

VABK

VIRGINIA NATL BK CHRLOTSVLE

0.00%

Shares17.0K

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC

-5.68%

Shares5.8K

Event2026-06-30

Filed2026-08-03

DFUS

DIMENSIONAL ETF TRUST

-17.07%

Shares8.7K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

-4.59%

Shares15.9K

Event2026-06-30

Filed2026-08-03

MSM

MSC INDL DIRECT INC

-0.35%

Shares5.6K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

-4.05%

Shares1.3K

Event2026-06-30

Filed2026-08-03

BIV

VANGUARD BD INDEX FDS

696.15%

Shares8.7K

Event2026-06-30

Filed2026-08-03

ZBH

ZIMMER BIOMET HOLDINGS INC

8.06%

Shares7.5K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

-2.94%

Shares6.6K

Event2026-06-30

Filed2026-08-03

ACCENTURE PLC IRELAND

-7.90%

Shares5.0K

Event2026-06-30

Filed2026-08-03

ALB

ALBEMARLE CORP

-1.89%

Shares4.6K

Event2026-06-30

Filed2026-08-03

ADM

ARCHER DANIELS MIDLAND CO

-3.20%

Shares8.2K

Event2026-06-30

Filed2026-08-03

DHR

DANAHER CORP DEL

-23.51%

Shares3.2K

Event2026-06-30

Filed2026-08-03

AT&T INC

-0.46%

Shares29.8K

Event2026-06-30

Filed2026-08-03

WMB

WILLIAMS COS INC

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-03

WAT

WATERS CORP

-0.55%

Shares1.6K

Event2026-06-30

Filed2026-08-03

SCHF

SCHWAB STRATEGIC TR

-14.00%

Shares21.7K

Event2026-06-30

Filed2026-08-03

CARR

CARRIER GLOBAL CORPORATION

-2.50%

Shares7.8K

Event2026-06-30

Filed2026-08-03

HUBB

HUBBELL INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

HSY

HERSHEY CO

-1.24%

Shares3.2K

Event2026-06-30

Filed2026-08-03

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.00%

Shares26.6K

Event2026-06-30

Filed2026-08-03

FHI

FEDERATED HERMES INC

-0.41%

Shares9.7K

Event2026-06-30

Filed2026-08-03

VTEB

VANGUARD MUN BD FDS

-28.37%

Shares10.1K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-03

STIP

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-03

DOW

DOW HLDGS INC

0.00%

Shares18.6K

Event2026-06-30

Filed2026-08-03

ROYAL BK CDA

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

TGT

TARGET CORP

-6.54%

Shares3.9K

Event2026-06-30

Filed2026-08-03

INGR

INGREDION INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-03

TDTT

FLEXSHARES TR

New

Shares18.9K

Event2026-06-30

Filed2026-08-03

TMFC

RBB FD INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-03

NKE

NIKE INC

-5.41%

Shares10.9K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares14.1K

Event2026-06-30

Filed2026-08-03

VNQ

VANGUARD INDEX FDS

-11.17%

Shares4.6K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

0.00%

Shares462

Event2026-06-30

Filed2026-08-03

THE CIGNA GROUP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-03

VLO

VALERO ENERGY CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

MKC

MCCORMICK & CO INC

-8.10%

Shares7.7K

Event2026-06-30

Filed2026-08-03

PAYX

PAYCHEX INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-03

DELL

DELL TECHNOLOGIES INC

New

Shares868

Event2026-06-30

Filed2026-08-03

STN

STANTEC INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-03

FIRST TR EXCHANGE TRADED FD

-19.83%

Shares4.7K

Event2026-06-30

Filed2026-08-03

CAH

CARDINAL HEALTH INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

BP PLC

-2.37%

Shares9.3K

Event2026-06-30

Filed2026-08-03

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

YUM

YUM BRANDS INC

-2.14%

Shares2.1K

Event2026-06-30

Filed2026-08-03

DLTR

DOLLAR TREE INC

-32.50%

Shares2.7K

Event2026-06-30

Filed2026-08-03

CVS

CVS HEALTH CORP

0.52%

Shares3.1K

Event2026-06-30

Filed2026-08-03

UDR

UDR INC

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-03

AGILENT TECHNOLOGIES INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-03

RPG

INVESCO EXCHANGE TRADED FD T

-8.19%

Shares5.0K

Event2026-06-30

Filed2026-08-03

FXL

FIRST TR EXCHANGE-TRADED FD

-15.70%

Shares1.4K

Event2026-06-30

Filed2026-08-03

SHW

SHERWIN WILLIAMS CO

0.00%

Shares913

Event2026-06-30

Filed2026-08-03

TLH

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-03

TSCO

TRACTOR SUPPLY CO

1.96%

Shares9.6K

Event2026-06-30

Filed2026-08-03

FREEPORT MCMORAN INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-03

CBRE

CBRE GROUP INC

-7.94%

Shares2.2K

Event2026-06-30

Filed2026-08-03

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

DGRW

WISDOMTREE TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

UVV

UNIVERSAL CORP VA MTNS BK EN

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-03

LABCORP HOLDINGS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

MFC

MANULIFE FINL CORP

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-03

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-03

AFL

AFLAC INC

-8.70%

Shares2.3K

Event2026-06-30

Filed2026-08-03

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares529

Event2026-06-30

Filed2026-08-03

SPMB

SPDR SERIES TRUST

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-03

IWO

ISHARES TR

0.00%

Shares648

Event2026-06-30

Filed2026-08-03

BHRB

BURKE HERBERT FINL SVCS CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

FAST

FASTENAL CO

-4.03%

Shares5.2K

Event2026-06-30

Filed2026-08-03

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares2.8K

Event2026-06-30

Filed2026-08-03

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares2.7K

Event2026-06-30

Filed2026-08-03

AVY

AVERY DENNISON CORP

-3.85%

Shares1.4K

Event2026-06-30

Filed2026-08-03

UPS

UNITED PARCEL SVCS INC

-4.21%

Shares2.1K

Event2026-06-30

Filed2026-08-03

HONEYWELL INTL INC

New

Shares979

Event2026-06-30

Filed2026-08-03

NXT

NEXTPOWER INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

HONEYWELL AEROSPACE INC

New

Shares979

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

New

Shares1.3K

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

0.00%

Shares864

Event2026-06-30

Filed2026-08-03

USFR

WISDOMTREE TR

-14.84%

Shares4.2K

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL

0.00%

Shares939

Event2026-06-30

Filed2026-08-03

BROOKFIELD CORP

-13.25%

Shares4.9K

Event2026-06-30

Filed2026-08-03

ENB

ENBRIDGE INC

-4.61%

Shares3.9K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD BD INDEX FDS

-48.47%

Shares2.8K

Event2026-06-30

Filed2026-08-03

WTRG

ESSENTIAL UTILS INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-03

NUE

NUCOR CORP

New

Shares900

Event2026-06-30

Filed2026-08-03

SLYG

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

XLY

SELECT SECTOR SPDR TR

0.29%

Shares1.4K

Event2026-06-30

Filed2026-08-03

MTUM

ISHARES TR

0.00%

Shares455

Event2026-06-30

Filed2026-08-03

XSW

SPDR SERIES TRUST

-79.69%

Shares842

Event2026-06-30

Filed2026-08-03

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-03

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-03

QUAL

ISHARES TR

0.00%

Shares541

Event2026-06-30

Filed2026-08-03

SPDR SERIES TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

TIP

ISHARES TR

New

Shares875

Event2026-06-30

Filed2026-08-03

EES

WISDOMTREE TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

DFAS

DIMENSIONAL ETF TRUST

2.21%

Shares971

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

MDYV

SPDR SERIES TRUST

-30.20%

Shares772

Event2026-06-30

Filed2026-08-03

CGW

INVESCO EXCH TRADED FD TR II

4.70%

Shares1.0K

Event2026-06-30

Filed2026-08-03

KBE

SPDR SERIES TRUST

0.00%

Shares850

Event2026-06-30

Filed2026-08-03

XLI

SELECT SECTOR SPDR TR

0.00%

Shares300

Event2026-06-30

Filed2026-08-03

IEZ

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-03

SELECT SECTOR SPDR TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

IYR

ISHARES TR

0.00%

Shares508

Event2026-06-30

Filed2026-08-03

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares540

Event2026-06-30

Filed2026-08-03

FLOT

ISHARES TR

42.01%

Shares835

Event2026-06-30

Filed2026-08-03

IWS

ISHARES TR

0.00%

Shares250

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SERIES TRUST

0.00%

Shares300

Event2026-06-30

Filed2026-08-03

VXF

VANGUARD INDEX FDS

0.00%

Shares139

Event2026-06-30

Filed2026-08-03

IWP

ISHARES TR

0.00%

Shares230

Event2026-06-30

Filed2026-08-03

SKYY

FIRST TR EXCHANGE-TRADED FD

-10.36%

Shares225

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

0.00%

Shares389

Event2026-06-30

Filed2026-08-03

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

IJT

ISHARES TR

-6.29%

Shares164

Event2026-06-30

Filed2026-08-03

GOVT

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

0.00%

Shares112

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD INDEX FDS

0.00%

Shares96

Event2026-06-30

Filed2026-08-03

IJS

ISHARES TR

0.00%

Shares164

Event2026-06-30

Filed2026-08-03

IXN

ISHARES TR

New

Shares150

Event2026-06-30

Filed2026-08-03

VMBS

VANGUARD SCOTTSDALE FDS

0.00%

Shares399

Event2026-06-30

Filed2026-08-03

VOE

VANGUARD INDEX FDS

0.00%

Shares94

Event2026-06-30

Filed2026-08-03

IJK

ISHARES TR

0.00%

Shares147

Event2026-06-30

Filed2026-08-03

VBK

VANGUARD INDEX FDS

0.00%

Shares47

Event2026-06-30

Filed2026-08-03

IYW

ISHARES TR

0.00%

Shares61

Event2026-06-30

Filed2026-08-03

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

IJJ

ISHARES TR

0.00%

Shares102

Event2026-06-30

Filed2026-08-03

IXJ

ISHARES TR

New

Shares125

Event2026-06-30

Filed2026-08-03

IEF

ISHARES TR

0.00%

Shares126

Event2026-06-30

Filed2026-08-03

PEY

INVESCO EXCHANGE TRADED FD T

0.00%

Shares512

Event2026-06-30

Filed2026-08-03

RSPH

INVESCO EXCHANGE TRADED FD T

New

Shares250

Event2026-06-30

Filed2026-08-03

USIG

ISHARES TR

0.00%

Shares125

Event2026-06-30

Filed2026-08-03

IYG

ISHARES TR

0.00%

Shares69

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

500.00%

Shares60

Event2026-06-30

Filed2026-08-03

SCZ

ISHARES TR

New

Shares57

Event2026-06-30

Filed2026-08-03

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares44

Event2026-06-30

Filed2026-08-03

FNDX

SCHWAB STRATEGIC TR

New

Shares88

Event2026-06-30

Filed2026-08-03

FNDF

SCHWAB STRATEGIC TR

New

Shares40

Event2026-06-30

Filed2026-08-03

SHY

ISHARES TR

0.00%

Shares25

Event2026-06-30

Filed2026-08-03

COMT

ISHARES U S ETF TR

New

Shares15

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

-99.79%

Shares1

Event2026-06-30

Filed2026-08-03

TLTD

FLEXSHARES TR

New

Shares1

Event2026-06-30

Filed2026-08-03

DWM

WISDOMTREE TR

0.00%

Shares1

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available