Sponsored

The Analysis of Magnus Financial Group LLC's Holdings & P&L

Currently, Magnus Financial Group LLC holds 387 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in VUG (+712.9K shares, valued at $61.4M), AVDV (+179.1K shares, valued at $18.5M), BITB (+304.4K shares, valued at $9.7M); decreased their positions in IBIT (-226.7K shares, valued at $7.5M), KNRG (-38.0K shares, valued at $977.3K), LRCX (-1.5K shares, valued at $644.8K); initiated new positions in LPX (+16.0K shares, valued at $1.3M), SGOV (+12.2K shares, valued at $1.2M), N/A (+5.4K shares, valued at $1.2M).

1M P&L

+33.3M+2.78%

3M P&L

+20.8M+1.72%

HY P&L

-348.2M-22.05%

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/A1.0B

79.7%

2Consumer Electronics39.8M

3.1%

3Internet Content & Information25.2M

2.0%

Top Industries by Stock Count

1N/A190 stocks

56.4%

2Semiconductors9 stocks

2.7%

3Oil & Gas Midstream9 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST1.9M shares5.09%2026-06-302026-07-09

VUG VANGUARD INDEX FDS850.3K shares518.83%2026-06-302026-07-09

IJH ISHARES TR894.5K shares4.23%2026-06-302026-07-09

IEMG ISHARES INC607.9K shares4.91%2026-06-302026-07-09

IJR ISHARES TR327.5K shares2.83%2026-06-302026-07-09

AAPL APPLE INC137.6K shares-0.33%2026-06-302026-07-09

TPYP TORTOISE CAPITAL SERIES TRUS863.5K shares1.56%2026-06-302026-07-09

FPE FIRST TR EXCH TRADED FD III2.0M shares3.93%2026-06-302026-07-09

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F540.1K shares6.91%2026-06-302026-07-09

AVDV AMERICAN CENTY ETF TR297.9K shares150.74%2026-06-302026-07-09

IYF ISHARES TR212.0K shares2.58%2026-06-302026-07-09

JCPB J P MORGAN EXCHANGE TRADED F531.4K shares7.61%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T28.0K shares4.67%2026-06-302026-07-09

IYR ISHARES TR181.9K shares3.63%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO54.7K shares0.14%2026-06-302026-07-09

AMZN AMAZON COM INC73.6K shares-0.37%2026-06-302026-07-09

Sponsored

SPYG SPDR SERIES TRUST147.0K shares0.56%2026-06-302026-07-09

JPIE J P MORGAN EXCHANGE TRADED F373.0K shares4.17%2026-06-302026-07-09

JHMD JOHN HANCOCK EXCHANGE TRADED335.3K shares1.71%2026-06-302026-07-09

GOOGL ALPHABET INC41.1K shares1.34%2026-06-302026-07-09

VOO VANGUARD INDEX FDS21.4K shares13.96%2026-06-302026-07-09

JMUB J P MORGAN EXCHANGE TRADED F289.7K shares4.58%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F242.9K shares2.10%2026-06-302026-07-09

JEPI J P MORGAN EXCHANGE TRADED F253.6K shares0.58%2026-06-302026-07-09

Sponsored

IBIT ISHARES BITCOIN TRUST ETF403.9K shares-35.95%2026-06-302026-07-09

CGDV CAPITAL GROUP DIVIDEND VALUE255.5K shares4.23%2026-06-302026-07-09

QQQ INVESCO QQQ TR16.7K shares13.32%2026-06-302026-07-09

VCSH VANGUARD SCOTTSDALE FDS152.5K shares6.58%2026-06-302026-07-09

MSFT MICROSOFT CORP31.2K shares5.08%2026-06-302026-07-09

FMNY FIRST TR EXCH TRADED FD III418.9K shares14.57%2026-06-302026-07-09

VOOG VANGUARD ADMIRAL FDS INC128.7K shares488.06%2026-06-302026-07-09

NVDA NVIDIA CORPORATION52.7K shares5.18%2026-06-302026-07-09

Sponsored

BITB BITWISE BITCOIN ETF TR323.2K shares1616.18%2026-06-302026-07-09

GOOG ALPHABET INC28.8K shares-0.99%2026-06-302026-07-09

VTIP VANGUARD MALVERN FDS197.8K shares10.85%2026-06-302026-07-09

EFAV ISHARES TR113.0K shares2.49%2026-06-302026-07-09

UTG REAVES UTIL INCOME FD238.7K shares3.69%2026-06-302026-07-09

TSLA TESLA INC22.7K shares2.28%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC27.7K shares2.57%2026-06-302026-07-09

VGT VANGUARD WORLD FD77.5K shares779.55%2026-06-302026-07-09

Sponsored

DIVO AMPLIFY ETF TR186.7K shares1.76%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T39.3K shares3.59%2026-06-302026-07-09

LLY ELI LILLY & CO6.6K shares1.37%2026-06-302026-07-09

SOXX ISHARES TR11.9K shares1.66%2026-06-302026-07-09

LRCX LAM RESEARCH CORP17.5K shares-7.85%2026-06-302026-07-09

BROADCOM INC BROADCOM INC19.7K shares1.80%2026-06-302026-07-09

XLI SELECT SECTOR SPDR TR39.4K shares3.28%2026-06-302026-07-09

VGK VANGUARD INTL EQUITY INDEX F81.4K shares1.14%2026-06-302026-07-09

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP51.9K shares3.03%2026-06-302026-07-09

ISHARES TR ISHARES TR9.3K shares0.22%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC11.9K shares4.15%2026-06-302026-07-09

KYN KAYNE ANDERSON ENERGY INFRST483.5K shares105.29%2026-06-302026-07-09

XLE SELECT SECTOR SPDR TR125.8K shares0.56%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL12.9K shares0.36%2026-06-302026-07-09

CGGR CAPITAL GROUP GROWTH ETF132.9K shares4.76%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC6.1K shares42.19%2026-06-302026-07-09

Sponsored

QDF FLEXSHARES TR66.7K shares0.37%2026-06-302026-07-09

VISA INC VISA INC16.1K shares3.35%2026-06-302026-07-09

XLV SELECT SECTOR SPDR TR34.2K shares1.06%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR25.6K shares0.93%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS66.5K shares10.06%2026-06-302026-07-09

SMH VANECK ETF TRUST7.2K shares26.66%2026-06-302026-07-09

VB VANGUARD INDEX FDS15.3K shares-2.46%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON17.8K shares-0.62%2026-06-302026-07-09

Sponsored

FMB FIRST TR EXCH TRADED FD III85.9K shares2.26%2026-06-302026-07-09

ETprI ENERGY TRANSFER L P370.1K shares4.08%2026-06-302026-07-09

VTV VANGUARD INDEX FDS19.4K shares-0.17%2026-06-302026-07-09

PAVE GLOBAL X FDS70.9K shares14.07%2026-06-302026-07-09

IVE ISHARES TR17.4K shares-1.60%2026-06-302026-07-09

RAAX VANECK ETF TRUST98.4K shares36.42%2026-06-302026-07-09

CAT CATERPILLAR INC3.5K shares3.29%2026-06-302026-07-09

IVW ISHARES TR26.5K shares-2.43%2026-06-302026-07-09

Sponsored

IWD ISHARES TR15.0K shares-1.70%2026-06-302026-07-09

VO VANGUARD INDEX FDS44.7K shares298.93%2026-06-302026-07-09

VANECK ETF TRUST VANECK ETF TRUST46.0K shares1.90%2026-06-302026-07-09

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR73.8K shares11.52%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC27.2K shares2.33%2026-06-302026-07-09

GLW CORNING INC12.2K shares4.20%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC6.1K shares3.28%2026-06-302026-07-09

NYF ISHARES TR56.7K shares12.79%2026-06-302026-07-09

Sponsored

BA BOEING CO13.9K shares2.72%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR94.2K shares11.18%2026-06-302026-07-09

WMT WALMART INC25.8K shares1.80%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP5.7K shares1.35%2026-06-302026-07-09

CVX CHEVRON CORPORATION17.3K shares3.23%2026-06-302026-07-09

VOT VANGUARD INDEX FDS9.1K shares-0.25%2026-06-302026-07-09

IEI ISHARES TR23.2K shares1.26%2026-06-302026-07-09

GLD SPDR GOLD TR7.4K shares1.40%2026-06-302026-07-09

Sponsored

BX BLACKSTONE INC22.4K shares3.09%2026-06-302026-07-09

IWF ISHARES TR21.1K shares297.61%2026-06-302026-07-09

XLP SELECT SECTOR SPDR TR30.9K shares1.00%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC6.2K shares9.22%2026-06-302026-07-09

DVY ISHARES TR16.0K shares0.81%2026-06-302026-07-09

IYW ISHARES TR9.8K shares0.05%2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS L65.1K shares2.32%2026-06-302026-07-09

MTUM ISHARES TR6.8K shares4.69%2026-06-302026-07-09

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T104.7K shares5.51%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC2.0K shares-4.11%2026-06-302026-07-09

EEM ISHARES TR33.0K shares1.42%2026-06-302026-07-09

KBWB INVESCO EXCH TRADED FD TR II24.0K shares5.75%2026-06-302026-07-09

FCAL FIRST TR EXCH TRADED FD III44.6K shares0.86%2026-06-302026-07-09

MS MORGAN STANLEY10.2K shares4.16%2026-06-302026-07-09

HD HOME DEPOT INC6.0K shares-0.46%2026-06-302026-07-09

HEDG SERIES PORTFOLIOS TR70.3K shares-0.15%2026-06-302026-07-09

Sponsored

DIS DISNEY WALT CO21.8K shares-0.28%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.7K shares9.38%2026-06-302026-07-09

VBR VANGUARD INDEX FDS8.5K shares-4.21%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS5.3K shares-1.80%2026-06-302026-07-09

CIBR FIRST TR EXCHANGE-TRADED FD21.7K shares1.81%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.0K shares8.41%2026-06-302026-07-09

JHMM JOHN HANCOCK EXCHANGE TRADED23.5K shares2.96%2026-06-302026-07-09

PEP PEPSICO INC12.9K shares1.61%2026-06-302026-07-09

Sponsored

ABBVIE INC ABBVIE INC6.8K shares0.75%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION9.1K shares3.06%2026-06-302026-07-09

UNP UNION PAC CORP6.3K shares6.17%2026-06-302026-07-09

USXF ISHARES TR24.7K shares-6.90%2026-06-302026-07-09

MCD MCDONALDS CORP6.2K shares-0.27%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO4.9K shares1.55%2026-06-302026-07-09

VFH VANGUARD WORLD FD12.4K shares0.17%2026-06-302026-07-09

IBB ISHARES TR8.6K shares9.80%2026-06-302026-07-09

Sponsored

NETFLIX INC. NETFLIX INC.22.0K shares-5.50%2026-06-302026-07-09

XLC SELECT SECTOR SPDR TR14.6K shares1.33%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC2.7K shares60.84%2026-06-302026-07-09

WMB WILLIAMS COS INC21.0K shares0.07%2026-06-302026-07-09

XLF SELECT SECTOR SPDR TR28.8K shares-1.42%2026-06-302026-07-09

JAAA JANUS DETROIT STR TR30.5K shares-20.99%2026-06-302026-07-09

XLY SELECT SECTOR SPDR TR12.7K shares-3.33%2026-06-302026-07-09

VRT VERTIV HOLDINGS CO4.4K shares51.64%2026-06-302026-07-09

Sponsored

BAC BANK OF AMER CORP24.6K shares4.61%2026-06-302026-07-09

GE GE AEROSPACE3.7K shares2.38%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS8.8K shares0.31%2026-06-302026-07-09

BAC-PL BANK OF AMER CORP1.1K shares0.00%2026-06-302026-07-09

LXP LXP INDUSTRIAL TRUST25.4K shares2.73%2026-06-302026-07-09

GEV GE VERNOVA INC1.1K shares24.75%2026-06-302026-07-09

EIPI FIRST TR EXCHNG TRADED FD VI60.9K shares0.08%2026-06-302026-07-09

WFC-PL WELLS FARGO & CO1.1K shares-15.84%2026-06-302026-07-09

Sponsored

CISCO SYS INC CISCO SYS INC11.2K shares1.55%2026-06-302026-07-09

VOE VANGUARD INDEX FDS6.5K shares2.06%2026-06-302026-07-09

TEVA TEVA PHARMACEUTICAL INDS LTD38.0K shares-0.13%2026-06-302026-07-09

LPX LOUISIANA PAC CORP16.0K sharesnew addition2026-06-302026-07-09

DGRO ISHARES TR16.3K shares2.37%2026-06-302026-07-09

SGOV ISHARES TR12.2K sharesnew addition2026-06-302026-07-09

OPER ETF SER SOLUTIONS12.2K shares125.74%2026-06-302026-07-09

SCZ ISHARES TR14.8K shares3.78%2026-06-302026-07-09

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC5.4K sharesnew addition2026-06-302026-07-09

PGF INVESCO EXCHANGE TRADED FD T87.7K shares1.50%2026-06-302026-07-09

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.4K sharesnew addition2026-06-302026-07-09

HMOP HARTFORD FDS EXCHANGE TRADED30.0K shares0.58%2026-06-302026-07-09

WASTE MGMT INC DEL WASTE MGMT INC DEL5.2K shares0.19%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR34.3K shares-25.08%2026-06-302026-07-09

DIA STATE STR SPDR DOW JONES IND2.2K shares1.23%2026-06-302026-07-09

AIQ GLOBAL X FDS17.5K shares9.58%2026-06-302026-07-09

Sponsored

KNRG SIMPLIFY EXCHANGE TRADED FUN44.0K shares-46.37%2026-06-302026-07-09

PDBC INVESCO ACTVELY MNGD ETC FD70.5K shares0.00%2026-06-302026-07-09

ORACLE CORP ORACLE CORP7.6K shares3.04%2026-06-302026-07-09

FRDM EA SERIES TRUST14.8K shares-0.43%2026-06-302026-07-09

INTC INTEL CORP7.7K shares4.34%2026-06-302026-07-09

NU NU HLDGS LTD79.0K shares-0.03%2026-06-302026-07-09

KO COCA COLA CO12.7K shares0.87%2026-06-302026-07-09

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD10.7K shares-3.96%2026-06-302026-07-09

Sponsored

EMLP FIRST TR EXCHANGE-TRADED FD23.6K shares-0.16%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS10.5K shares-12.95%2026-06-302026-07-09

XLRE SELECT SECTOR SPDR TR22.5K shares-1.65%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR32.8K shares3.49%2026-06-302026-07-09

MRK MERCK & CO INC7.4K shares-0.34%2026-06-302026-07-09

FPEI FIRST TR EXCH TRADED FD III48.8K shares0.99%2026-06-302026-07-09

PM PHILIP MORRIS INTL INC5.2K shares-12.50%2026-06-302026-07-09

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A2.0K shares7.25%2026-06-302026-07-09

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP30.3K shares0.00%2026-06-302026-07-09

SPLV INVESCO EXCH TRADED FD TR II12.2K shares-0.72%2026-06-302026-07-09

XVV ISHARES TR16.1K shares-12.75%2026-06-302026-07-09

DMXF ISHARES TR10.7K shares1.22%2026-06-302026-07-09

SWMR SWARMER INC20.0K sharesnew addition2026-06-302026-07-09

URI UNITED RENTALS INC782 shares3.30%2026-06-302026-07-09

IMNM IMMUNOME INC41.8K shares-8.74%2026-06-302026-07-09

FTHY FIRST TR HIGH YIELD OPPRT 2064.5K shares-7.06%2026-06-302026-07-09

Sponsored

VIG VANGUARD SPECIALIZED FUNDS3.7K shares0.30%2026-06-302026-07-09

VBK VANGUARD INDEX FDS2.3K shares-0.85%2026-06-302026-07-09

ISHARES TR ISHARES TR8.7K shares-3.48%2026-06-302026-07-09

DE DEERE & CO1.3K shares0.84%2026-06-302026-07-09

HOOD ROBINHOOD MKTS INC8.3K shares10.28%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-12.17%2026-06-302026-07-09

PNC PNC FINL SVCS GROUP INC3.3K shares0.30%2026-06-302026-07-09

FPF FIRST TR INTER DURATN PFD &43.8K shares2.08%2026-06-302026-07-09

Sponsored

XJR ISHARES TR14.9K shares-2.56%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.5K shares7.63%2026-06-302026-07-09

ETN EATON CORP PLC1.8K shares77.43%2026-06-302026-07-09

IWN ISHARES TR3.5K shares-0.17%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares72.35%2026-06-302026-07-09

PFE PFIZER INC31.5K shares1.65%2026-06-302026-07-09

FICO FAIR ISAAC CORP627 shares-0.32%2026-06-302026-07-09

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-09

Sponsored

ACWX ISHARES TR9.8K shares0.32%2026-06-302026-07-09

IWP ISHARES TR5.0K shares-5.49%2026-06-302026-07-09

CRWV COREWEAVE INC7.3K shares13.92%2026-06-302026-07-09

USFR WISDOMTREE TR14.2K shares-27.37%2026-06-302026-07-09

ED CONSOLIDATED EDISON INC6.4K shares0.39%2026-06-302026-07-09

DFAC DIMENSIONAL ETF TRUST16.0K shares0.24%2026-06-302026-07-09

RY ROYAL BK CDA3.4K shares0.00%2026-06-302026-07-09

COPX GLOBAL X FDS9.1K shares27.02%2026-06-302026-07-09

Sponsored

VOOV VANGUARD ADMIRAL FDS INC3.1K shares0.38%2026-06-302026-07-09

C CITIGROUP INC4.9K shares7.32%2026-06-302026-07-09

ITA ISHARES TR2.8K shares-1.07%2026-06-302026-07-09

UBER UBER TECHNOLOGIES INC9.2K shares3.41%2026-06-302026-07-09

ACWI ISHARES TR4.2K shares0.26%2026-06-302026-07-09

TJX TJX COS INC NEW4.3K shares3.21%2026-06-302026-07-09

LUMENTUM HLDGS INC LUMENTUM HLDGS INC752 shares5.47%2026-06-302026-07-09

IAU ISHARES GOLD TR8.5K shares-5.26%2026-06-302026-07-09

Sponsored

BDYN BLACKROCK ETF TRUST23.0K shares-45.69%2026-06-302026-07-09

IWM ISHARES TR2.1K shares-4.04%2026-06-302026-07-09

DSI ISHARES TR4.4K shares-3.62%2026-06-302026-07-09

SPHD INVESCO EXCH TRADED FD TR II12.2K shares-1.19%2026-06-302026-07-09

QCOM QUALCOMM INC3.4K shares1.05%2026-06-302026-07-09

TT TRANE TECHNOLOGIES PLC1.2K shares0.32%2026-06-302026-07-09

PG PROCTER & GAMBLE CO4.1K shares-2.74%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC833 shares15.53%2026-06-302026-07-09

Sponsored

BND VANGUARD BD INDEX FDS8.1K shares4.11%2026-06-302026-07-09

NKE NIKE INC14.4K shares0.84%2026-06-302026-07-09

XJH ISHARES TR11.3K shares-8.13%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC6.7K shares-1.05%2026-06-302026-07-09

IBHF ISHARES TR25.5K shares7.91%2026-06-302026-07-09

LVHI LEGG MASON ETF INVT14.2K shares-4.50%2026-06-302026-07-09

VXUS VANGUARD STAR FDS6.8K shares-7.39%2026-06-302026-07-09

MPLX MPLX LP10.2K shares7.05%2026-06-302026-07-09

Sponsored

FTGC FIRST TR EXCHANGE TRAD FD VI21.2K shares-2.64%2026-06-302026-07-09

IUSG ISHARES TR3.0K shares-8.54%2026-06-302026-07-09

EFA ISHARES TR5.5K shares2.65%2026-06-302026-07-09

WFC WELLS FARGO & CO6.9K shares-5.70%2026-06-302026-07-09

T AT&T INC27.4K shares1.71%2026-06-302026-07-09

VLUE ISHARES TR2.8K shares4.81%2026-06-302026-07-09

BNS BANK NOVA SCOTIA B C6.4K shares0.02%2026-06-302026-07-09

BMO BANK MONTREAL MEDIUM3.0K shares32.24%2026-06-302026-07-09

Sponsored

KBE SPDR SERIES TRUST7.7K shares0.13%2026-06-302026-07-09

LOW LOWES COS INC2.4K shares0.00%2026-06-302026-07-09

AMGN AMGEN INC1.4K shares0.28%2026-06-302026-07-09

SDY SPDR SERIES TRUST3.4K shares-1.54%2026-06-302026-07-09

ET ENERGY TRANSFER L P26.9K shares-23.31%2026-06-302026-07-09

TTE TOTALENERGIES SE6.4K shares34.69%2026-06-302026-07-09

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.0K sharesnew addition2026-06-302026-07-09

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST6.7K sharesnew addition2026-06-302026-07-09

Sponsored

BTT BLACKROCK MUN TARGET TERM TR21.5K shares0.18%2026-06-302026-07-09

TXN TEXAS INSTRS INC1.6K shares0.56%2026-06-302026-07-09

SHW SHERWIN WILLIAMS CO1.4K shares0.21%2026-06-302026-07-09

SBUX STARBUCKS CORP4.7K shares0.66%2026-06-302026-07-09

CCJ CAMECO CORP4.7K shares9.58%2026-06-302026-07-09

KWEB KRANESHARES TRUST19.7K shares14.41%2026-06-302026-07-09

MAR MARRIOTT INTL INC NEW1.3K shares38.37%2026-06-302026-07-09

SERVICENOW INC SERVICENOW INC4.8K shares17.52%2026-06-302026-07-09

Sponsored

JHSC JOHN HANCOCK EXCHANGE TRADED9.8K shares3.46%2026-06-302026-07-09

PSX PHILLIPS 662.8K shares0.00%2026-06-302026-07-09

IWR ISHARES TR4.1K shares0.24%2026-06-302026-07-09

NUE NUCOR CORP2.0K shares0.25%2026-06-302026-07-09

IYE ISHARES TR8.0K shares0.00%2026-06-302026-07-09

RNP COHEN & STEERS REIT & PFD &22.2K shares-4.19%2026-06-302026-07-09

ESGU ISHARES TR2.7K shares-5.53%2026-06-302026-07-09

QQQI NEOS ETF TRUST7.8K shares33.61%2026-06-302026-07-09

Sponsored

SHY ISHARES TR5.3K shares-7.51%2026-06-302026-07-09

NVS NOVARTIS AG2.8K shares0.00%2026-06-302026-07-09

TPR TAPESTRY INC3.0K shares0.17%2026-06-302026-07-09

ARES CAPITAL CORP ARES CAPITAL CORP23.3K shares2.61%2026-06-302026-07-09

QUAL ISHARES TR2.0K shares-22.05%2026-06-302026-07-09

GCAL GOLDMAN SACHS ETF TR8.4K shares0.88%2026-06-302026-07-09

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.5K sharesnew addition2026-06-302026-07-09

REFI CHICAGO ATLANTIC REAL ESTATE39.8K shares21.65%2026-06-302026-07-09

Sponsored

MO ALTRIA GROUP INC5.9K shares0.36%2026-06-302026-07-09

OEF ISHARES TR1.2K shares-4.07%2026-06-302026-07-09

SPYI NEOS ETF TRUST7.7K shares17.17%2026-06-302026-07-09

PFFA ETFIS SER TR I19.6K shares0.00%2026-06-302026-07-09

FBRT FRANKLIN BSP RLTY TR INC48.5K shares26.12%2026-06-302026-07-09

FREEPORT MCMORAN INC FREEPORT MCMORAN INC6.2K shares-0.11%2026-06-302026-07-09

IYM ISHARES TR2.2K shares0.97%2026-06-302026-07-09

BLK BLACKROCK INC406 shares4.10%2026-06-302026-07-09

Sponsored

NBIS NEBIUS GROUP N.V.1.4K sharesnew addition2026-06-302026-07-09

LEU CENTRUS ENERGY CORP2.3K shares0.00%2026-06-302026-07-09

CNBS AMPLIFY ETF TR12.9K shares28.92%2026-06-302026-07-09

AVUS AMERICAN CENTY ETF TR2.9K shares-30.19%2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC1.3K sharesnew addition2026-06-302026-07-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL388 sharesnew addition2026-06-302026-07-09

EOG EOG RES INC2.9K shares0.78%2026-06-302026-07-09

KMI KINDER MORGAN INC DEL11.3K shares-0.09%2026-06-302026-07-09

Sponsored

AGNC INVT CORP AGNC INVT CORP32.7K shares-2.47%2026-06-302026-07-09

ASTRAZENECA PLC ASTRAZENECA PLC1.9K shares0.00%2026-06-302026-07-09

SLV ISHARES SILVER TR6.6K shares-1.20%2026-06-302026-07-09

IDV ISHARES TR8.4K shares14.16%2026-06-302026-07-09

IFRA ISHARES TR5.5K shares0.00%2026-06-302026-07-09

VTEB VANGUARD MUN BD FDS6.8K shares-9.26%2026-06-302026-07-09

IWS ISHARES TR2.1K shares-21.50%2026-06-302026-07-09

GM GENERAL MTRS CO4.4K shares-2.10%2026-06-302026-07-09

Sponsored

HYT BLACKROCK CORPOR HI YLD FD I39.3K shares-9.64%2026-06-302026-07-09

EQT EQT CORP6.2K shares0.02%2026-06-302026-07-09

MPC MARATHON PETE CORP1.3K shares14.79%2026-06-302026-07-09

ABT ABBOTT LABORATORIES3.6K shares-0.03%2026-06-302026-07-09

NIC NICOLET BANKSHARES INC2.0K shares0.25%2026-06-302026-07-09

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC992 shares0.40%2026-06-302026-07-09

MUB ISHARES TR3.0K shares-9.96%2026-06-302026-07-09

XHB SPDR SERIES TRUST2.8K shares0.00%2026-06-302026-07-09

Sponsored

BMY BRISTOL-MYERS SQUIBB CO5.5K shares10.22%2026-06-302026-07-09

BK BANK OF NY MELLON CORP2.2K shares5.64%2026-06-302026-07-09

SUSA ISHARES TR2.0K shares0.15%2026-06-302026-07-09

EQIX EQUINIX INC300 shares0.33%2026-06-302026-07-09

ISRG INTUITIVE SURGICAL INC780 shares1.56%2026-06-302026-07-09

SNDL SNDL INC229.2K shares36.26%2026-06-302026-07-09

PAA PLAINS ALL AMERN PIPELINE L13.8K shares7.14%2026-06-302026-07-09

WAYFAIR INC WAYFAIR INC3.3K shares0.00%2026-06-302026-07-09

Sponsored

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN1.7K shares2.21%2026-06-302026-07-09

ENB ENBRIDGE INC5.6K shares0.00%2026-06-302026-07-09

INTU INTUIT1.2K shares0.17%2026-06-302026-07-09

BDVL BLACKROCK ETF TRUST11.5K shares-54.43%2026-06-302026-07-09

KRE SPDR SERIES TRUST4.0K shares0.03%2026-06-302026-07-09

TTM TECHNOLOGIES INC TTM TECHNOLOGIES INC1.6K sharesnew addition2026-06-302026-07-09

SHV ISHARES TR2.7K shares5.70%2026-06-302026-07-09

MTB M & T BK CORP1.2K sharesnew addition2026-06-302026-07-09

Sponsored

WES WESTERN MIDSTREAM PARTNERS L6.7K shares14.34%2026-06-302026-07-09

KLAC KLA CORP960 sharesnew addition2026-06-302026-07-09

NLY ANNALY CAPITAL MANAGEMENT IN12.8K shares0.78%2026-06-302026-07-09

GLTR ABRDN PRECIOUS METALS BASKET1.6K shares-13.59%2026-06-302026-07-09

EMR EMERSON ELEC CO2.0K shares0.92%2026-06-302026-07-09

IVOL KRANESHARES TRUST16.1K shares-3.67%2026-06-302026-07-09

SNDK SANDISK CORP122 sharesnew addition2026-06-302026-07-09

CELCUITY INC CELCUITY INC2.6K shares0.00%2026-06-302026-07-09

Sponsored

VUSB VANGUARD BD INDEX FDS5.5K sharesnew addition2026-06-302026-07-09

AEROVIRONMENT INC AEROVIRONMENT INC1.7K shares-19.87%2026-06-302026-07-09

GWW WW GRAINGER INC201 shares0.50%2026-06-302026-07-09

TEMPUS AI INC TEMPUS AI INC4.7K shares-0.32%2026-06-302026-07-09

SOLS SOLSTICE ADVANCED MATLS INC3.1K sharesnew addition2026-06-302026-07-09

DB DEUTSCHE BK AG8.0K shares0.00%2026-06-302026-07-09

SHOP SHOPIFY INC2.4K shares29.34%2026-06-302026-07-09

UAL UNITED AIRLS HLDGS INC2.0K sharesnew addition2026-06-302026-07-09

Sponsored

SCHF SCHWAB STRATEGIC TR9.6K shares5.81%2026-06-302026-07-09

GBDC GOLUB CAP BDC INC20.6K shares0.73%2026-06-302026-07-09

HSBC HSBC HLDGS PLC2.8K sharesnew addition2026-06-302026-07-09

IXUS ISHARES TR2.8K shares7.79%2026-06-302026-07-09

GENB GENERATE BIOMEDICINES INC15.6K sharesnew addition2026-06-302026-07-09

CLDT CHATHAM LODGING TR19.8K sharesnew addition2026-06-302026-07-09

EW EDWARDS LIFESCIENCES CORP2.9K sharesnew addition2026-06-302026-07-09

TLT ISHARES TR3.0K shares6.07%2026-06-302026-07-09

Sponsored

BHST BIOHARVEST SCIENCES INC90.0K shares63.64%2026-06-302026-07-09

GBTC GRAYSCALE BITCOIN TRUST ETF5.6K shares-2.30%2026-06-302026-07-09

PRU PRUDENTIAL FINL INC2.4K shares0.51%2026-06-302026-07-09

PEG PUBLIC SVC ENTERPRISE GROUP3.1K shares1.52%2026-06-302026-07-09

MDY STATE STR SPDR S&P MIDCAP 40357 shares-0.56%2026-06-302026-07-09

XLB SELECT SECTOR SPDR TR4.9K shares-4.48%2026-06-302026-07-09

CCB COASTAL FINL CORP WA3.2K shares0.00%2026-06-302026-07-09

NOC NORTHROP GRUMMAN CORP479 shares0.42%2026-06-302026-07-09

Sponsored

NOBL PROSHARES TR4.2K shares100.95%2026-06-302026-07-09

WELL WELLTOWER INC1.0K sharesnew addition2026-06-302026-07-09

GMUB GOLDMAN SACHS ETF TR4.6K shares-0.35%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC5.6K shares-0.57%2026-06-302026-07-09

GUNR FLEXSHARES TR4.8K shares0.72%2026-06-302026-07-09

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.2.6K sharesnew addition2026-06-302026-07-09

THO THOR INDS INC3.1K shares-6.69%2026-06-302026-07-09

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION2.1K shares-1.36%2026-06-302026-07-09

Sponsored

TGT TARGET CORP1.8K sharesnew addition2026-06-302026-07-09

ITOT ISHARES TR1.4K shares0.21%2026-06-302026-07-09

HWM HOWMET AEROSPACE INC864 sharesnew addition2026-06-302026-07-09

STRATEGY INC STRATEGY INC2.7K shares0.00%2026-06-302026-07-09

IUSB ISHARES TR5.0K sharesnew addition2026-06-302026-07-09

HEZU ISHARES TR4.6K shares0.00%2026-06-302026-07-09

COF CAPITAL ONE FINL CORP1.1K shares-10.93%2026-06-302026-07-09

DELL DELL TECHNOLOGIES INC530 sharesnew addition2026-06-302026-07-09

Sponsored

ISHARES TR ISHARES TR2.3K shares-0.96%2026-06-302026-07-09

SSO PROSHARES TR3.3K sharesnew addition2026-06-302026-07-09

NVDL GRANITESHARES ETF TR7.5K shares87.50%2026-06-302026-07-09

INTF ISHARES TR5.4K shares-1.45%2026-06-302026-07-09

ROBT FIRST TR EXCHANGE TRADED FD4.0K sharesnew addition2026-06-302026-07-09

SECT NORTHERN LTS FD TR IV3.1K sharesnew addition2026-06-302026-07-09

IWO ISHARES TR555 shares-47.39%2026-06-302026-07-09

CRDO CREDO TECHNOLOGY GROUP HOLDI801 sharesnew addition2026-06-302026-07-09

Sponsored

OSK OSHKOSH CORP1.4K shares0.64%2026-06-302026-07-09

LIT GLOBAL X FDS2.8K shares-1.04%2026-06-302026-07-09

SLB SLB LIMITED4.6K shares-9.62%2026-06-302026-07-09

SN SHARKNINJA INC1.4K sharesnew addition2026-06-302026-07-09

RLJ-PA RLJ LODGING TR8.7K sharesnew addition2026-06-302026-07-09

MDLZ MONDELEZ INTL INC3.7K shares-2.55%2026-06-302026-07-09

FIXD FIRST TR EXCHNG TRADED FD VI4.8K sharesnew addition2026-06-302026-07-09

OKE ONEOK INC NEW2.4K shares-1.12%2026-06-302026-07-09

Sponsored

WDC WESTERN DIGITAL CORP319 sharesnew addition2026-06-302026-07-09

VCR VANGUARD WORLD FD507 sharesnew addition2026-06-302026-07-09

IONQ INC IONQ INC3.8K sharesnew addition2026-06-302026-07-09

DRH DIAMONDROCK HOSPITALITY CO11.1K sharesnew addition2026-06-302026-07-09

FRMI FERMI INC12.9K sharesnew addition2026-06-302026-07-09

IRWD IRONWOOD PHARMACEUTICALS INC18.0K sharesnew addition2026-06-302026-07-09

IPSC CENTURY THERAPEUTICS INC25.3K sharesnew addition2026-06-302026-07-09

ABEV AMBEV SA19.4K sharesnew addition2026-06-302026-07-09

Sponsored

LUCD LUCID DIAGNOSTICS INC55.4K sharesnew addition2026-06-302026-07-09

LFMD LIFEMD INC12.0K shares0.00%2026-06-302026-07-09

SRXH SRX GLOBAL INC50.5K sharesnew addition2026-06-302026-07-09

SPYV

SPDR SERIES TRUST

5.09%

Shares1.9M

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

518.83%

Shares850.3K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

4.23%

Shares894.5K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

4.91%

Shares607.9K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

2.83%

Shares327.5K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-0.33%

Shares137.6K

Event2026-06-30

Filed2026-07-09

TPYP

TORTOISE CAPITAL SERIES TRUS

1.56%

Shares863.5K

Event2026-06-30

Filed2026-07-09

FPE

FIRST TR EXCH TRADED FD III

3.93%

Shares2.0M

Event2026-06-30

Filed2026-07-09

J P MORGAN EXCHANGE TRADED F

6.91%

Shares540.1K

Event2026-06-30

Filed2026-07-09

AVDV

AMERICAN CENTY ETF TR

150.74%

Shares297.9K

Event2026-06-30

Filed2026-07-09

IYF

ISHARES TR

2.58%

Shares212.0K

Event2026-06-30

Filed2026-07-09

JCPB

J P MORGAN EXCHANGE TRADED F

7.61%

Shares531.4K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

4.67%

Shares28.0K

Event2026-06-30

Filed2026-07-09

IYR

ISHARES TR

3.63%

Shares181.9K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

0.14%

Shares54.7K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-0.37%

Shares73.6K

Event2026-06-30

Filed2026-07-09

SPYG

SPDR SERIES TRUST

0.56%

Shares147.0K

Event2026-06-30

Filed2026-07-09

JPIE

J P MORGAN EXCHANGE TRADED F

4.17%

Shares373.0K

Event2026-06-30

Filed2026-07-09

JHMD

JOHN HANCOCK EXCHANGE TRADED

1.71%

Shares335.3K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

1.34%

Shares41.1K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

13.96%

Shares21.4K

Event2026-06-30

Filed2026-07-09

JMUB

J P MORGAN EXCHANGE TRADED F

4.58%

Shares289.7K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

2.10%

Shares242.9K

Event2026-06-30

Filed2026-07-09

JEPI

J P MORGAN EXCHANGE TRADED F

0.58%

Shares253.6K

Event2026-06-30

Filed2026-07-09

IBIT

ISHARES BITCOIN TRUST ETF

-35.95%

Shares403.9K

Event2026-06-30

Filed2026-07-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.23%

Shares255.5K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

13.32%

Shares16.7K

Event2026-06-30

Filed2026-07-09

VCSH

VANGUARD SCOTTSDALE FDS

6.58%

Shares152.5K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

5.08%

Shares31.2K

Event2026-06-30

Filed2026-07-09

FMNY

FIRST TR EXCH TRADED FD III

14.57%

Shares418.9K

Event2026-06-30

Filed2026-07-09

VOOG

VANGUARD ADMIRAL FDS INC

488.06%

Shares128.7K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

5.18%

Shares52.7K

Event2026-06-30

Filed2026-07-09

BITB

BITWISE BITCOIN ETF TR

1616.18%

Shares323.2K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-0.99%

Shares28.8K

Event2026-06-30

Filed2026-07-09

VTIP

VANGUARD MALVERN FDS

10.85%

Shares197.8K

Event2026-06-30

Filed2026-07-09

EFAV

ISHARES TR

2.49%

Shares113.0K

Event2026-06-30

Filed2026-07-09

UTG

REAVES UTIL INCOME FD

3.69%

Shares238.7K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

2.28%

Shares22.7K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

2.57%

Shares27.7K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD WORLD FD

779.55%

Shares77.5K

Event2026-06-30

Filed2026-07-09

DIVO

AMPLIFY ETF TR

1.76%

Shares186.7K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

3.59%

Shares39.3K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

1.37%

Shares6.6K

Event2026-06-30

Filed2026-07-09

SOXX

ISHARES TR

1.66%

Shares11.9K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

-7.85%

Shares17.5K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

1.80%

Shares19.7K

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

3.28%

Shares39.4K

Event2026-06-30

Filed2026-07-09

VGK

VANGUARD INTL EQUITY INDEX F

1.14%

Shares81.4K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

3.03%

Shares51.9K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.22%

Shares9.3K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

4.15%

Shares11.9K

Event2026-06-30

Filed2026-07-09

KYN

KAYNE ANDERSON ENERGY INFRST

105.29%

Shares483.5K

Event2026-06-30

Filed2026-07-09

XLE

SELECT SECTOR SPDR TR

0.56%

Shares125.8K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.36%

Shares12.9K

Event2026-06-30

Filed2026-07-09

CGGR

CAPITAL GROUP GROWTH ETF

4.76%

Shares132.9K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

42.19%

Shares6.1K

Event2026-06-30

Filed2026-07-09

QDF

FLEXSHARES TR

0.37%

Shares66.7K

Event2026-06-30

Filed2026-07-09

VISA INC

3.35%

Shares16.1K

Event2026-06-30

Filed2026-07-09

XLV

SELECT SECTOR SPDR TR

1.06%

Shares34.2K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

0.93%

Shares25.6K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

10.06%

Shares66.5K

Event2026-06-30

Filed2026-07-09

SMH

VANECK ETF TRUST

26.66%

Shares7.2K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-2.46%

Shares15.3K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

-0.62%

Shares17.8K

Event2026-06-30

Filed2026-07-09

FMB

FIRST TR EXCH TRADED FD III

2.26%

Shares85.9K

Event2026-06-30

Filed2026-07-09

ETprI

ENERGY TRANSFER L P

4.08%

Shares370.1K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

-0.17%

Shares19.4K

Event2026-06-30

Filed2026-07-09

PAVE

GLOBAL X FDS

14.07%

Shares70.9K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

-1.60%

Shares17.4K

Event2026-06-30

Filed2026-07-09

RAAX

VANECK ETF TRUST

36.42%

Shares98.4K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

3.29%

Shares3.5K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

-2.43%

Shares26.5K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

-1.70%

Shares15.0K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

298.93%

Shares44.7K

Event2026-06-30

Filed2026-07-09

VANECK ETF TRUST

1.90%

Shares46.0K

Event2026-06-30

Filed2026-07-09

SELECT SECTOR SPDR TR

11.52%

Shares73.8K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

2.33%

Shares27.2K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

4.20%

Shares12.2K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

3.28%

Shares6.1K

Event2026-06-30

Filed2026-07-09

NYF

ISHARES TR

12.79%

Shares56.7K

Event2026-06-30

Filed2026-07-09

BOEING CO

2.72%

Shares13.9K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

11.18%

Shares94.2K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

1.80%

Shares25.8K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

1.35%

Shares5.7K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

3.23%

Shares17.3K

Event2026-06-30

Filed2026-07-09

VOT

VANGUARD INDEX FDS

-0.25%

Shares9.1K

Event2026-06-30

Filed2026-07-09

IEI

ISHARES TR

1.26%

Shares23.2K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

1.40%

Shares7.4K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

3.09%

Shares22.4K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

297.61%

Shares21.1K

Event2026-06-30

Filed2026-07-09

XLP

SELECT SECTOR SPDR TR

1.00%

Shares30.9K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

9.22%

Shares6.2K

Event2026-06-30

Filed2026-07-09

DVY

ISHARES TR

0.81%

Shares16.0K

Event2026-06-30

Filed2026-07-09

IYW

ISHARES TR

0.05%

Shares9.8K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L

2.32%

Shares65.1K

Event2026-06-30

Filed2026-07-09

MTUM

ISHARES TR

4.69%

Shares6.8K

Event2026-06-30

Filed2026-07-09

CGCP

CAPITAL GRP FIXED INCM ETF T

5.51%

Shares104.7K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

-4.11%

Shares2.0K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES TR

1.42%

Shares33.0K

Event2026-06-30

Filed2026-07-09

KBWB

INVESCO EXCH TRADED FD TR II

5.75%

Shares24.0K

Event2026-06-30

Filed2026-07-09

FCAL

FIRST TR EXCH TRADED FD III

0.86%

Shares44.6K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

4.16%

Shares10.2K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

-0.46%

Shares6.0K

Event2026-06-30

Filed2026-07-09

HEDG

SERIES PORTFOLIOS TR

-0.15%

Shares70.3K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

-0.28%

Shares21.8K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

9.38%

Shares2.7K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

-4.21%

Shares8.5K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-1.80%

Shares5.3K

Event2026-06-30

Filed2026-07-09

CIBR

FIRST TR EXCHANGE-TRADED FD

1.81%

Shares21.7K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

8.41%

Shares2.0K

Event2026-06-30

Filed2026-07-09

JHMM

JOHN HANCOCK EXCHANGE TRADED

2.96%

Shares23.5K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

1.61%

Shares12.9K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

0.75%

Shares6.8K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

3.06%

Shares9.1K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

6.17%

Shares6.3K

Event2026-06-30

Filed2026-07-09

USXF

ISHARES TR

-6.90%

Shares24.7K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

-0.27%

Shares6.2K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

1.55%

Shares4.9K

Event2026-06-30

Filed2026-07-09

VFH

VANGUARD WORLD FD

0.17%

Shares12.4K

Event2026-06-30

Filed2026-07-09

IBB

ISHARES TR

9.80%

Shares8.6K

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

-5.50%

Shares22.0K

Event2026-06-30

Filed2026-07-09

XLC

SELECT SECTOR SPDR TR

1.33%

Shares14.6K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

60.84%

Shares2.7K

Event2026-06-30

Filed2026-07-09

WMB

WILLIAMS COS INC

0.07%

Shares21.0K

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

-1.42%

Shares28.8K

Event2026-06-30

Filed2026-07-09

JAAA

JANUS DETROIT STR TR

-20.99%

Shares30.5K

Event2026-06-30

Filed2026-07-09

XLY

SELECT SECTOR SPDR TR

-3.33%

Shares12.7K

Event2026-06-30

Filed2026-07-09

VRT

VERTIV HOLDINGS CO

51.64%

Shares4.4K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

4.61%

Shares24.6K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

2.38%

Shares3.7K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

0.31%

Shares8.8K

Event2026-06-30

Filed2026-07-09

BAC-PL

BANK OF AMER CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

LXP

LXP INDUSTRIAL TRUST

2.73%

Shares25.4K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

24.75%

Shares1.1K

Event2026-06-30

Filed2026-07-09

EIPI

FIRST TR EXCHNG TRADED FD VI

0.08%

Shares60.9K

Event2026-06-30

Filed2026-07-09

WFC-PL

WELLS FARGO & CO

-15.84%

Shares1.1K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

1.55%

Shares11.2K

Event2026-06-30

Filed2026-07-09

VOE

VANGUARD INDEX FDS

2.06%

Shares6.5K

Event2026-06-30

Filed2026-07-09

TEVA

TEVA PHARMACEUTICAL INDS LTD

-0.13%

Shares38.0K

Event2026-06-30

Filed2026-07-09

LPX

LOUISIANA PAC CORP

New

Shares16.0K

Event2026-06-30

Filed2026-07-09

DGRO

ISHARES TR

2.37%

Shares16.3K

Event2026-06-30

Filed2026-07-09

SGOV

ISHARES TR

New

Shares12.2K

Event2026-06-30

Filed2026-07-09

OPER

ETF SER SOLUTIONS

125.74%

Shares12.2K

Event2026-06-30

Filed2026-07-09

SCZ

ISHARES TR

3.78%

Shares14.8K

Event2026-06-30

Filed2026-07-09

HONEYWELL INTL INC

New

Shares5.4K

Event2026-06-30

Filed2026-07-09

PGF

INVESCO EXCHANGE TRADED FD T

1.50%

Shares87.7K

Event2026-06-30

Filed2026-07-09

HONEYWELL AEROSPACE INC

New

Shares5.4K

Event2026-06-30

Filed2026-07-09

HMOP

HARTFORD FDS EXCHANGE TRADED

0.58%

Shares30.0K

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

0.19%

Shares5.2K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

-25.08%

Shares34.3K

Event2026-06-30

Filed2026-07-09

DIA

STATE STR SPDR DOW JONES IND

1.23%

Shares2.2K

Event2026-06-30

Filed2026-07-09

AIQ

GLOBAL X FDS

9.58%

Shares17.5K

Event2026-06-30

Filed2026-07-09

KNRG

SIMPLIFY EXCHANGE TRADED FUN

-46.37%

Shares44.0K

Event2026-06-30

Filed2026-07-09

PDBC

INVESCO ACTVELY MNGD ETC FD

0.00%

Shares70.5K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

3.04%

Shares7.6K

Event2026-06-30

Filed2026-07-09

FRDM

EA SERIES TRUST

-0.43%

Shares14.8K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

4.34%

Shares7.7K

Event2026-06-30

Filed2026-07-09

NU HLDGS LTD

-0.03%

Shares79.0K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

0.87%

Shares12.7K

Event2026-06-30

Filed2026-07-09

ALIBABA GROUP HLDG LTD

-3.96%

Shares10.7K

Event2026-06-30

Filed2026-07-09

EMLP

FIRST TR EXCHANGE-TRADED FD

-0.16%

Shares23.6K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

-12.95%

Shares10.5K

Event2026-06-30

Filed2026-07-09

XLRE

SELECT SECTOR SPDR TR

-1.65%

Shares22.5K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

3.49%

Shares32.8K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

-0.34%

Shares7.4K

Event2026-06-30

Filed2026-07-09

FPEI

FIRST TR EXCH TRADED FD III

0.99%

Shares48.8K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

-12.50%

Shares5.2K

Event2026-06-30

Filed2026-07-09

SPOTIFY TECHNOLOGY S A

7.25%

Shares2.0K

Event2026-06-30

Filed2026-07-09

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares30.3K

Event2026-06-30

Filed2026-07-09

SPLV

INVESCO EXCH TRADED FD TR II

-0.72%

Shares12.2K

Event2026-06-30

Filed2026-07-09

XVV

ISHARES TR

-12.75%

Shares16.1K

Event2026-06-30

Filed2026-07-09

DMXF

ISHARES TR

1.22%

Shares10.7K

Event2026-06-30

Filed2026-07-09

SWMR

SWARMER INC

New

Shares20.0K

Event2026-06-30

Filed2026-07-09

URI

UNITED RENTALS INC

3.30%

Shares782

Event2026-06-30

Filed2026-07-09

IMNM

IMMUNOME INC

-8.74%

Shares41.8K

Event2026-06-30

Filed2026-07-09

FTHY

FIRST TR HIGH YIELD OPPRT 20

-7.06%

Shares64.5K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

0.30%

Shares3.7K

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD INDEX FDS

-0.85%

Shares2.3K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-3.48%

Shares8.7K

Event2026-06-30

Filed2026-07-09

DEERE & CO

0.84%

Shares1.3K

Event2026-06-30

Filed2026-07-09

HOOD

ROBINHOOD MKTS INC

10.28%

Shares8.3K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

-12.17%

Shares2.9K

Event2026-06-30

Filed2026-07-09

PNC

PNC FINL SVCS GROUP INC

0.30%

Shares3.3K

Event2026-06-30

Filed2026-07-09

FPF

FIRST TR INTER DURATN PFD &

2.08%

Shares43.8K

Event2026-06-30

Filed2026-07-09

XJR

ISHARES TR

-2.56%

Shares14.9K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

7.63%

Shares1.5K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

77.43%

Shares1.8K

Event2026-06-30

Filed2026-07-09

IWN

ISHARES TR

-0.17%

Shares3.5K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

72.35%

Shares1.6K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

1.65%

Shares31.5K

Event2026-06-30

Filed2026-07-09

FICO

FAIR ISAAC CORP

-0.32%

Shares627

Event2026-06-30

Filed2026-07-09

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

ACWX

ISHARES TR

0.32%

Shares9.8K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

-5.49%

Shares5.0K

Event2026-06-30

Filed2026-07-09

CRWV

COREWEAVE INC

13.92%

Shares7.3K

Event2026-06-30

Filed2026-07-09

USFR

WISDOMTREE TR

-27.37%

Shares14.2K

Event2026-06-30

Filed2026-07-09

CONSOLIDATED EDISON INC

0.39%

Shares6.4K

Event2026-06-30

Filed2026-07-09

DFAC

DIMENSIONAL ETF TRUST

0.24%

Shares16.0K

Event2026-06-30

Filed2026-07-09

ROYAL BK CDA

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-09

COPX

GLOBAL X FDS

27.02%

Shares9.1K

Event2026-06-30

Filed2026-07-09

VOOV

VANGUARD ADMIRAL FDS INC

0.38%

Shares3.1K

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

7.32%

Shares4.9K

Event2026-06-30

Filed2026-07-09

ITA

ISHARES TR

-1.07%

Shares2.8K

Event2026-06-30

Filed2026-07-09

UBER

UBER TECHNOLOGIES INC

3.41%

Shares9.2K

Event2026-06-30

Filed2026-07-09

ACWI

ISHARES TR

0.26%

Shares4.2K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

3.21%

Shares4.3K

Event2026-06-30

Filed2026-07-09

LUMENTUM HLDGS INC

5.47%

Shares752

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

-5.26%

Shares8.5K

Event2026-06-30

Filed2026-07-09

BDYN

BLACKROCK ETF TRUST

-45.69%

Shares23.0K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

-4.04%

Shares2.1K

Event2026-06-30

Filed2026-07-09

DSI

ISHARES TR

-3.62%

Shares4.4K

Event2026-06-30

Filed2026-07-09

SPHD

INVESCO EXCH TRADED FD TR II

-1.19%

Shares12.2K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

1.05%

Shares3.4K

Event2026-06-30

Filed2026-07-09

TRANE TECHNOLOGIES PLC

0.32%

Shares1.2K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

-2.74%

Shares4.1K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

15.53%

Shares833

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

4.11%

Shares8.1K

Event2026-06-30

Filed2026-07-09

NKE

NIKE INC

0.84%

Shares14.4K

Event2026-06-30

Filed2026-07-09

XJH

ISHARES TR

-8.13%

Shares11.3K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

-1.05%

Shares6.7K

Event2026-06-30

Filed2026-07-09

IBHF

ISHARES TR

7.91%

Shares25.5K

Event2026-06-30

Filed2026-07-09

LVHI

LEGG MASON ETF INVT

-4.50%

Shares14.2K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

-7.39%

Shares6.8K

Event2026-06-30

Filed2026-07-09

MPLX

MPLX LP

7.05%

Shares10.2K

Event2026-06-30

Filed2026-07-09

FTGC

FIRST TR EXCHANGE TRAD FD VI

-2.64%

Shares21.2K

Event2026-06-30

Filed2026-07-09

IUSG

ISHARES TR

-8.54%

Shares3.0K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

2.65%

Shares5.5K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

-5.70%

Shares6.9K

Event2026-06-30

Filed2026-07-09

AT&T INC

1.71%

Shares27.4K

Event2026-06-30

Filed2026-07-09

VLUE

ISHARES TR

4.81%

Shares2.8K

Event2026-06-30

Filed2026-07-09

BNS

BANK NOVA SCOTIA B C

0.02%

Shares6.4K

Event2026-06-30

Filed2026-07-09

BMO

BANK MONTREAL MEDIUM

32.24%

Shares3.0K

Event2026-06-30

Filed2026-07-09

KBE

SPDR SERIES TRUST

0.13%

Shares7.7K

Event2026-06-30

Filed2026-07-09

LOW

LOWES COS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

0.28%

Shares1.4K

Event2026-06-30

Filed2026-07-09

SDY

SPDR SERIES TRUST

-1.54%

Shares3.4K

Event2026-06-30

Filed2026-07-09

ENERGY TRANSFER L P

-23.31%

Shares26.9K

Event2026-06-30

Filed2026-07-09

TTE

TOTALENERGIES SE

34.69%

Shares6.4K

Event2026-06-30

Filed2026-07-09

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares2.0K

Event2026-06-30

Filed2026-07-09

ROUNDHILL ETF TRUST

New

Shares6.7K

Event2026-06-30

Filed2026-07-09

BTT

BLACKROCK MUN TARGET TERM TR

0.18%

Shares21.5K

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC

0.56%

Shares1.6K

Event2026-06-30

Filed2026-07-09

SHW

SHERWIN WILLIAMS CO

0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP

0.66%

Shares4.7K

Event2026-06-30

Filed2026-07-09

CCJ

CAMECO CORP

9.58%

Shares4.7K

Event2026-06-30

Filed2026-07-09

KWEB

KRANESHARES TRUST

14.41%

Shares19.7K

Event2026-06-30

Filed2026-07-09

MAR

MARRIOTT INTL INC NEW

38.37%

Shares1.3K

Event2026-06-30

Filed2026-07-09

SERVICENOW INC

17.52%

Shares4.8K

Event2026-06-30

Filed2026-07-09

JHSC

JOHN HANCOCK EXCHANGE TRADED

3.46%

Shares9.8K

Event2026-06-30

Filed2026-07-09

PSX

PHILLIPS 66

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-09

IWR

ISHARES TR

0.24%

Shares4.1K

Event2026-06-30

Filed2026-07-09

NUE

NUCOR CORP

0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-09

IYE

ISHARES TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-09

RNP

COHEN & STEERS REIT & PFD &

-4.19%

Shares22.2K

Event2026-06-30

Filed2026-07-09

ESGU

ISHARES TR

-5.53%

Shares2.7K

Event2026-06-30

Filed2026-07-09

QQQI

NEOS ETF TRUST

33.61%

Shares7.8K

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

-7.51%

Shares5.3K

Event2026-06-30

Filed2026-07-09

NVS

NOVARTIS AG

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-09

TPR

TAPESTRY INC

0.17%

Shares3.0K

Event2026-06-30

Filed2026-07-09

ARES CAPITAL CORP

2.61%

Shares23.3K

Event2026-06-30

Filed2026-07-09

QUAL

ISHARES TR

-22.05%

Shares2.0K

Event2026-06-30

Filed2026-07-09

GCAL

GOLDMAN SACHS ETF TR

0.88%

Shares8.4K

Event2026-06-30

Filed2026-07-09

SPACE EXPLORATION TECHN CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-09

REFI

CHICAGO ATLANTIC REAL ESTATE

21.65%

Shares39.8K

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC

0.36%

Shares5.9K

Event2026-06-30

Filed2026-07-09

OEF

ISHARES TR

-4.07%

Shares1.2K

Event2026-06-30

Filed2026-07-09

SPYI

NEOS ETF TRUST

17.17%

Shares7.7K

Event2026-06-30

Filed2026-07-09

PFFA

ETFIS SER TR I

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-09

FBRT

FRANKLIN BSP RLTY TR INC

26.12%

Shares48.5K

Event2026-06-30

Filed2026-07-09

FREEPORT MCMORAN INC

-0.11%

Shares6.2K

Event2026-06-30

Filed2026-07-09

IYM

ISHARES TR

0.97%

Shares2.2K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC

4.10%

Shares406

Event2026-06-30

Filed2026-07-09

NBIS

NEBIUS GROUP N.V.

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

LEU

CENTRUS ENERGY CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-09

CNBS

AMPLIFY ETF TR

28.92%

Shares12.9K

Event2026-06-30

Filed2026-07-09

AVUS

AMERICAN CENTY ETF TR

-30.19%

Shares2.9K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares388

Event2026-06-30

Filed2026-07-09

EOG

EOG RES INC

0.78%

Shares2.9K

Event2026-06-30

Filed2026-07-09

KMI

KINDER MORGAN INC DEL

-0.09%

Shares11.3K

Event2026-06-30

Filed2026-07-09

AGNC INVT CORP

-2.47%

Shares32.7K

Event2026-06-30

Filed2026-07-09

ASTRAZENECA PLC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-09

SLV

ISHARES SILVER TR

-1.20%

Shares6.6K

Event2026-06-30

Filed2026-07-09

IDV

ISHARES TR

14.16%

Shares8.4K

Event2026-06-30

Filed2026-07-09

IFRA

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-09

VTEB

VANGUARD MUN BD FDS

-9.26%

Shares6.8K

Event2026-06-30

Filed2026-07-09

IWS

ISHARES TR

-21.50%

Shares2.1K

Event2026-06-30

Filed2026-07-09

GENERAL MTRS CO

-2.10%

Shares4.4K

Event2026-06-30

Filed2026-07-09

HYT

BLACKROCK CORPOR HI YLD FD I

-9.64%

Shares39.3K

Event2026-06-30

Filed2026-07-09

EQT

EQT CORP

0.02%

Shares6.2K

Event2026-06-30

Filed2026-07-09

MPC

MARATHON PETE CORP

14.79%

Shares1.3K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

-0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-09

NIC

NICOLET BANKSHARES INC

0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-09

TRAVELERS COMPANIES INC

0.40%

Shares992

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

-9.96%

Shares3.0K

Event2026-06-30

Filed2026-07-09

XHB

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB CO

10.22%

Shares5.5K

Event2026-06-30

Filed2026-07-09

BANK OF NY MELLON CORP

5.64%

Shares2.2K

Event2026-06-30

Filed2026-07-09

SUSA

ISHARES TR

0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-09

EQIX

EQUINIX INC

0.33%

Shares300

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC

1.56%

Shares780

Event2026-06-30

Filed2026-07-09

SNDL

SNDL INC

36.26%

Shares229.2K

Event2026-06-30

Filed2026-07-09

PAA

PLAINS ALL AMERN PIPELINE L

7.14%

Shares13.8K

Event2026-06-30

Filed2026-07-09

WAYFAIR INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-09

LIVE NATION ENTERTAINMENT IN

2.21%

Shares1.7K

Event2026-06-30

Filed2026-07-09

ENB

ENBRIDGE INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-09

INTU

INTUIT

0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-09

BDVL

BLACKROCK ETF TRUST

-54.43%

Shares11.5K

Event2026-06-30

Filed2026-07-09

KRE

SPDR SERIES TRUST

0.03%

Shares4.0K

Event2026-06-30

Filed2026-07-09

TTM TECHNOLOGIES INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-09

SHV

ISHARES TR

5.70%

Shares2.7K

Event2026-06-30

Filed2026-07-09

MTB

M & T BK CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

WES

WESTERN MIDSTREAM PARTNERS L

14.34%

Shares6.7K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

New

Shares960

Event2026-06-30

Filed2026-07-09

NLY

ANNALY CAPITAL MANAGEMENT IN

0.78%

Shares12.8K

Event2026-06-30

Filed2026-07-09

GLTR

ABRDN PRECIOUS METALS BASKET

-13.59%

Shares1.6K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO

0.92%

Shares2.0K

Event2026-06-30

Filed2026-07-09

IVOL

KRANESHARES TRUST

-3.67%

Shares16.1K

Event2026-06-30

Filed2026-07-09

SNDK

SANDISK CORP

New

Shares122

Event2026-06-30

Filed2026-07-09

CELCUITY INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

VUSB

VANGUARD BD INDEX FDS

New

Shares5.5K

Event2026-06-30

Filed2026-07-09

AEROVIRONMENT INC

-19.87%

Shares1.7K

Event2026-06-30

Filed2026-07-09

GWW

WW GRAINGER INC

0.50%

Shares201

Event2026-06-30

Filed2026-07-09

TEMPUS AI INC

-0.32%

Shares4.7K

Event2026-06-30

Filed2026-07-09

SOLS

SOLSTICE ADVANCED MATLS INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-09

DEUTSCHE BK AG

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-09

SHOP

SHOPIFY INC

29.34%

Shares2.4K

Event2026-06-30

Filed2026-07-09

UAL

UNITED AIRLS HLDGS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

5.81%

Shares9.6K

Event2026-06-30

Filed2026-07-09

GBDC

GOLUB CAP BDC INC

0.73%

Shares20.6K

Event2026-06-30

Filed2026-07-09

HSBC

HSBC HLDGS PLC

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES TR

7.79%

Shares2.8K

Event2026-06-30

Filed2026-07-09

GENB

GENERATE BIOMEDICINES INC

New

Shares15.6K

Event2026-06-30

Filed2026-07-09

CLDT

CHATHAM LODGING TR

New

Shares19.8K

Event2026-06-30

Filed2026-07-09

EDWARDS LIFESCIENCES CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-09

TLT

ISHARES TR

6.07%

Shares3.0K

Event2026-06-30

Filed2026-07-09

BHST

BIOHARVEST SCIENCES INC

63.64%

Shares90.0K

Event2026-06-30

Filed2026-07-09

GBTC

GRAYSCALE BITCOIN TRUST ETF

-2.30%

Shares5.6K

Event2026-06-30

Filed2026-07-09

PRU

PRUDENTIAL FINL INC

0.51%

Shares2.4K

Event2026-06-30

Filed2026-07-09

PEG

PUBLIC SVC ENTERPRISE GROUP

1.52%

Shares3.1K

Event2026-06-30

Filed2026-07-09

MDY

STATE STR SPDR S&P MIDCAP 40

-0.56%

Shares357

Event2026-06-30

Filed2026-07-09

XLB

SELECT SECTOR SPDR TR

-4.48%

Shares4.9K

Event2026-06-30

Filed2026-07-09

CCB

COASTAL FINL CORP WA

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-09

NOC

NORTHROP GRUMMAN CORP

0.42%

Shares479

Event2026-06-30

Filed2026-07-09

NOBL

PROSHARES TR

100.95%

Shares4.2K

Event2026-06-30

Filed2026-07-09

WELL

WELLTOWER INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-09

GMUB

GOLDMAN SACHS ETF TR

-0.35%

Shares4.6K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

-0.57%

Shares5.6K

Event2026-06-30

Filed2026-07-09

GUNR

FLEXSHARES TR

0.72%

Shares4.8K

Event2026-06-30

Filed2026-07-09

MICROCHIP TECHNOLOGY INC.

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

THO

THOR INDS INC

-6.69%

Shares3.1K

Event2026-06-30

Filed2026-07-09

ARES MANAGEMENT CORPORATION

-1.36%

Shares2.1K

Event2026-06-30

Filed2026-07-09

TGT

TARGET CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-09

HWM

HOWMET AEROSPACE INC

New

Shares864

Event2026-06-30

Filed2026-07-09

STRATEGY INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-09

IUSB

ISHARES TR

New

Shares5.0K

Event2026-06-30

Filed2026-07-09

HEZU

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-09

COF

CAPITAL ONE FINL CORP

-10.93%

Shares1.1K

Event2026-06-30

Filed2026-07-09

DELL

DELL TECHNOLOGIES INC

New

Shares530

Event2026-06-30

Filed2026-07-09

ISHARES TR

-0.96%

Shares2.3K

Event2026-06-30

Filed2026-07-09

SSO

PROSHARES TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-09

NVDL

GRANITESHARES ETF TR

87.50%

Shares7.5K

Event2026-06-30

Filed2026-07-09

INTF

ISHARES TR

-1.45%

Shares5.4K

Event2026-06-30

Filed2026-07-09

ROBT

FIRST TR EXCHANGE TRADED FD

New

Shares4.0K

Event2026-06-30

Filed2026-07-09

SECT

NORTHERN LTS FD TR IV

New

Shares3.1K

Event2026-06-30

Filed2026-07-09

IWO

ISHARES TR

-47.39%

Shares555

Event2026-06-30

Filed2026-07-09

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares801

Event2026-06-30

Filed2026-07-09

OSK

OSHKOSH CORP

0.64%

Shares1.4K

Event2026-06-30

Filed2026-07-09

LIT

GLOBAL X FDS

-1.04%

Shares2.8K

Event2026-06-30

Filed2026-07-09

SLB

SLB LIMITED

-9.62%

Shares4.6K

Event2026-06-30

Filed2026-07-09

SHARKNINJA INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

RLJ-PA

RLJ LODGING TR

New

Shares8.7K

Event2026-06-30

Filed2026-07-09

MDLZ

MONDELEZ INTL INC

-2.55%

Shares3.7K

Event2026-06-30

Filed2026-07-09

FIXD

FIRST TR EXCHNG TRADED FD VI

New

Shares4.8K

Event2026-06-30

Filed2026-07-09

OKE

ONEOK INC NEW

-1.12%

Shares2.4K

Event2026-06-30

Filed2026-07-09

WDC

WESTERN DIGITAL CORP

New

Shares319

Event2026-06-30

Filed2026-07-09

VCR

VANGUARD WORLD FD

New

Shares507

Event2026-06-30

Filed2026-07-09

IONQ INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-09

DRH

DIAMONDROCK HOSPITALITY CO

New

Shares11.1K

Event2026-06-30

Filed2026-07-09

FRMI

FERMI INC

New

Shares12.9K

Event2026-06-30

Filed2026-07-09

IRWD

IRONWOOD PHARMACEUTICALS INC

New

Shares18.0K

Event2026-06-30

Filed2026-07-09

IPSC

CENTURY THERAPEUTICS INC

New

Shares25.3K

Event2026-06-30

Filed2026-07-09

ABEV

AMBEV SA

New

Shares19.4K

Event2026-06-30

Filed2026-07-09

LUCD

LUCID DIAGNOSTICS INC

New

Shares55.4K

Event2026-06-30

Filed2026-07-09

LFMD

LIFEMD INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-09

SRXH

SRX GLOBAL INC

New

Shares50.5K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

TESLA INC Call CallTESLA INC5.0K shares0.00%2026-06-302026-07-09

ALPHABET INC Call CallALPHABET INC2.7K shares-52.63%2026-06-302026-07-09

AMAZON COM INC Call CallAMAZON COM INC2.1K shares-48.78%2026-06-302026-07-09

META PLATFORMS INC Call CallMETA PLATFORMS INC1.2K shares0.00%2026-06-302026-07-09

TESLA INC Call

TESLA INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

ALPHABET INC Call

ALPHABET INC

-52.63%

Shares2.7K

Event2026-06-30

Filed2026-07-09

AMAZON COM INC Call

AMAZON COM INC

-48.78%

Shares2.1K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC Call

META PLATFORMS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

Put Option Holdings

No put option holdings data available