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The Analysis of Maia Wealth LLC's Holdings & P&L

Currently, Maia Wealth LLC holds 354 types of securities in its portfolio with a total value $677.2M. In the most recent quarter, they have increased their positions in VO (+91.3K shares, valued at $7.4M), FNDF (+128.5K shares, valued at $6.8M), PANW (+14.3K shares, valued at $4.9M); decreased their positions in FSK (-288.0K shares, valued at $3.0M), CRM (-14.3K shares, valued at $2.2M), XLG (-24.5K shares, valued at $1.5M); initiated new positions in RSDE (+129.0K shares, valued at $3.0M), DMAY (+63.7K shares, valued at $3.0M), QMMY (+113.0K shares, valued at $3.0M).

1M P&L

+19.1M+3.59%

3M P&L

+11.8M+2.19%

HY P&L

-5.3M-0.95%

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/A407.6M

72.7%

2Software - Infrastructure22.3M

4.0%

3Semiconductors16.8M

3.0%

Top Industries by Stock Count

1N/A206 stocks

65.4%

2Semiconductors8 stocks

2.5%

3Software - Application5 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDF SCHWAB STRATEGIC TR667.6K shares23.84%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST312.1K shares-4.30%2026-06-302026-07-28

GOOGL ALPHABET INC30.8K shares-0.59%2026-06-302026-07-28

ISHARES TR ISHARES TR14.7K shares-1.80%2026-06-302026-07-28

MSFT MICROSOFT CORP28.9K shares11.90%2026-06-302026-07-28

EFV ISHARES TR140.7K shares-11.36%2026-06-302026-07-28

DYNF BLACKROCK ETF TRUST151.3K shares-8.93%2026-06-302026-07-28

IEMG ISHARES INC115.4K shares-4.28%2026-06-302026-07-28

Sponsored

IVE ISHARES TR42.0K shares-3.46%2026-06-302026-07-28

IVW ISHARES TR69.2K shares-7.89%2026-06-302026-07-28

EPS WISDOMTREE TR119.7K shares24.35%2026-06-302026-07-28

AAPL APPLE INC32.1K shares5.25%2026-06-302026-07-28

VO VANGUARD INDEX FDS113.1K shares418.37%2026-06-302026-07-28

QQQM INVESCO EXCH TRADED FD TR II28.8K shares21.52%2026-06-302026-07-28

AMZN AMAZON COM INC34.5K shares-0.22%2026-06-302026-07-28

NVDA NVIDIA CORPORATION40.4K shares7.53%2026-06-302026-07-28

Sponsored

QUAL ISHARES TR34.2K shares-10.34%2026-06-302026-07-28

LLY ELI LILLY & CO6.1K shares-0.44%2026-06-302026-07-28

IGIB ISHARES TR131.0K shares40.03%2026-06-302026-07-28

TOUS T ROWE PRICE EXCHANGE-TRADED180.9K shares8.49%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC9.5K shares-16.68%2026-06-302026-07-28

BAI BLACKROCK ETF TRUST110.0K shares-4.95%2026-06-302026-07-28

FDL FIRST TR EXCHANGE-TRADED FD118.2K shares23.11%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC10.2K shares2.72%2026-06-302026-07-28

Sponsored

BROADCOM INC BROADCOM INC15.1K shares1.88%2026-06-302026-07-28

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F92.4K shares5.03%2026-06-302026-07-28

SPHY SPDR SERIES TRUST239.7K shares29.39%2026-06-302026-07-28

FTNT FORTINET INC36.6K shares16.78%2026-06-302026-07-28

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD332.2K shares-1.17%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC16.2K shares746.01%2026-06-302026-07-28

VOO VANGUARD INDEX FDS7.8K shares4.97%2026-06-302026-07-28

ESGU ISHARES TR31.9K shares-4.90%2026-06-302026-07-28

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC10.8K shares-11.71%2026-06-302026-07-28

VISA INC VISA INC14.8K shares14.58%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC12.1K shares9.89%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL9.8K shares17.38%2026-06-302026-07-28

BIZD VANECK ETF TRUST386.9K shares100.73%2026-06-302026-07-28

SPMO INVESCO EXCH TRADED FD TR II29.7K shares-9.62%2026-06-302026-07-28

BKDV BNY MELLON ETF TRUST II141.0K shares10.71%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.2K shares11.30%2026-06-302026-07-28

Sponsored

IGLB ISHARES TR90.4K shares-9.75%2026-06-302026-07-28

BGLD FIRST TR EXCHANGE-TRADED FD273.3K shares-0.45%2026-06-302026-07-28

SPSM SPDR SERIES TRUST76.2K shares22.53%2026-06-302026-07-28

ILDR FIRST TR EXCHNG TRADED FD VI110.8K shares24.94%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON16.7K shares14.75%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR143.7K shares-3.81%2026-06-302026-07-28

LVHI LEGG MASON ETF INVT102.2K shares21.92%2026-06-302026-07-28

IGSB ISHARES TR78.7K shares37.94%2026-06-302026-07-28

Sponsored

TSLA TESLA INC9.5K shares23.60%2026-06-302026-07-28

SDVY FIRST TR EXCHANGE TRADED FD90.0K shares-8.55%2026-06-302026-07-28

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI109.1K shares-2.54%2026-06-302026-07-28

THRO BLACKROCK ETF TRUST86.4K shares-9.85%2026-06-302026-07-28

AVEM AMERICAN CENTY ETF TR37.0K shares-10.58%2026-06-302026-07-28

GE GE AEROSPACE9.1K shares29.31%2026-06-302026-07-28

PTRB PGIM ETF TR81.8K shares3.54%2026-06-302026-07-28

XLG INVESCO EXCHANGE TRADED FD T55.0K shares-30.81%2026-06-302026-07-28

Sponsored

GOVT ISHARES TR147.1K shares485.54%2026-06-302026-07-28

TCHP T ROWE PRICE EXCHANGE-TRADED66.3K shares-3.73%2026-06-302026-07-28

EFG ISHARES TR26.0K shares-10.51%2026-06-302026-07-28

SMIZ ZACKS TRUST72.0K shares11.63%2026-06-302026-07-28

CORO BLACKROCK ETF TRUST83.1K shares21.82%2026-06-302026-07-28

RSDE FIRST TR EXCHNG TRADED FD VI129.0K sharesnew addition2026-06-302026-07-28

DMAY FIRST TR EXCHNG TRADED FD VI63.7K sharesnew addition2026-06-302026-07-28

AMID EA SERIES TRUST82.3K shares15.34%2026-06-302026-07-28

Sponsored

QMMY FIRST TR EXCHNG TRADED FD VI113.0K sharesnew addition2026-06-302026-07-28

BOND PIMCO ETF TR32.4K shares9.95%2026-06-302026-07-28

DSEP FIRST TR EXCHNG TRADED FD VI62.7K shares-2.71%2026-06-302026-07-28

TDEC FIRST TR EXCHNG TRADED FD VI113.0K sharesnew addition2026-06-302026-07-28

MUB ISHARES TR27.5K shares22.19%2026-06-302026-07-28

SPEM SPDR INDEX SHS FDS56.6K shares16.67%2026-06-302026-07-28

ISHARES TR ISHARES TR29.5K shares9.34%2026-06-302026-07-28

NUSHARES ETF TR NUSHARES ETF TR115.1K sharesnew addition2026-06-302026-07-28

Sponsored

NPFI NUSHARES ETF TR110.4K sharesnew addition2026-06-302026-07-28

GSUS GOLDMAN SACHS ETF TR27.6K shares-17.91%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR14.8K shares6.37%2026-06-302026-07-28

3M CO 3M CO17.0K shares32.29%2026-06-302026-07-28

ACWX ISHARES TR35.9K shares24.48%2026-06-302026-07-28

IUSB ISHARES TR58.8K shares-6.26%2026-06-302026-07-28

GOOG ALPHABET INC7.4K shares-2.21%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.5K shares-0.60%2026-06-302026-07-28

Sponsored

SFEB FIRST TR EXCHNG TRADED FD VI97.8K shares-4.82%2026-06-302026-07-28

FJAN FIRST TR EXCHNG TRADED FD VI45.4K shares-2.24%2026-06-302026-07-28

TBIL RBB FD INC49.3K shares11.68%2026-06-302026-07-28

ETN EATON CORP PLC5.7K shares22.09%2026-06-302026-07-28

BUFR FIRST TR EXCHNG TRADED FD VI65.7K shares-5.24%2026-06-302026-07-28

JANM FIRST TR EXCHNG TRADED FD VI70.8K shares-5.31%2026-06-302026-07-28

XTEN BONDBLOXX ETF TRUST49.8K shares-10.37%2026-06-302026-07-28

DHDG FIRST TR EXCHNG TRADED FD VI61.2K shares-1.63%2026-06-302026-07-28

Sponsored

IYW ISHARES TR8.8K shares-8.51%2026-06-302026-07-28

BUFD FIRST TR EXCHNG TRADED FD VI74.7K shares-3.40%2026-06-302026-07-28

BFRZ INNOVATOR ETFS TRUST80.6K shares1.62%2026-06-302026-07-28

SYK STRYKER CORPORATION6.9K shares69.96%2026-06-302026-07-28

AVUV AMERICAN CENTY ETF TR17.2K shares34.79%2026-06-302026-07-28

RSSE FIRST TR EXCHNG TRADED FD VI91.3K shares-1.49%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP15.4K shares5.15%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP22.4K shares-17.00%2026-06-302026-07-28

Sponsored

VUG VANGUARD INDEX FDS23.4K shares432.38%2026-06-302026-07-28

SCHZ SCHWAB STRATEGIC TR85.4K shares-14.12%2026-06-302026-07-28

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD117.5K shares-0.48%2026-06-302026-07-28

KNG FIRST TR EXCHANGE-TRADED FD38.9K shares-2.88%2026-06-302026-07-28

BKNG BOOKING HOLDINGS INC10.9K shares2027.10%2026-06-302026-07-28

SHLD GLOBAL X FDS32.1K shares-1.58%2026-06-302026-07-28

SCHV SCHWAB STRATEGIC TR54.9K shares3.16%2026-06-302026-07-28

MGNR AMERICAN BEACON SELECT FUNDS39.1K shares16.99%2026-06-302026-07-28

Sponsored

VFLO VICTORY PORTFOLIOS II40.1K shares40.25%2026-06-302026-07-28

LMBS FIRST TR EXCHANGE-TRADED FD36.1K shares-5.91%2026-06-302026-07-28

GSLC GOLDMAN SACHS ETF TR12.2K shares-8.60%2026-06-302026-07-28

CVX CHEVRON CORPORATION10.4K shares25.58%2026-06-302026-07-28

RKLB ROCKET LAB CORP16.9K shares128.80%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC23.7K shares684.06%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.3K shares-17.76%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP3.3K shares0.91%2026-06-302026-07-28

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD28.4K shares12.20%2026-06-302026-07-28

MO ALTRIA GROUP INC23.3K shares18.78%2026-06-302026-07-28

KR KROGER CO29.4K shares37.35%2026-06-302026-07-28

BLCR BLACKROCK ETF TRUST32.2K shares23.58%2026-06-302026-07-28

RFEM FIRST TR EXCH TRADED FD III17.2K shares10.22%2026-06-302026-07-28

AVDV AMERICAN CENTY ETF TR15.3K shares12.44%2026-06-302026-07-28

FSK FS KKR CAP CORP150.0K shares-65.76%2026-06-302026-07-28

COP CONOCOPHILLIPS15.1K shares12.98%2026-06-302026-07-28

Sponsored

DFAC DIMENSIONAL ETF TRUST35.4K shares-6.24%2026-06-302026-07-28

QCOC FIRST TR EXCHNG TRADED FD VI64.7K shares-1.15%2026-06-302026-07-28

SOUTHERN CO SOUTHERN CO16.1K shares83.92%2026-06-302026-07-28

KO COCA COLA CO18.8K shares21.83%2026-06-302026-07-28

QDEC FIRST TR EXCHNG TRADED FD VI42.6K shares-1.15%2026-06-302026-07-28

PG PROCTER & GAMBLE CO10.2K shares25.02%2026-06-302026-07-28

VGT VANGUARD WORLD FD12.3K shares747.23%2026-06-302026-07-28

SCIO FIRST TR EXCHANGE-TRADED FD69.8K shares23.96%2026-06-302026-07-28

Sponsored

EMR EMERSON ELEC CO9.8K sharesnew addition2026-06-302026-07-28

ESGE ISHARES INC25.6K shares-3.01%2026-06-302026-07-28

MBB ISHARES TR14.5K shares-13.16%2026-06-302026-07-28

FIXD FIRST TR EXCHNG TRADED FD VI31.2K shares-3.90%2026-06-302026-07-28

PWB INVESCO EXCHANGE TRADED FD T7.9K shares14.19%2026-06-302026-07-28

FTGS FIRST TR EXCHANGE-TRADED FD35.7K shares-8.43%2026-06-302026-07-28

GSIE GOLDMAN SACHS ETF TR28.9K shares-7.01%2026-06-302026-07-28

FHDG FIRST TR EXCHNG TRADED FD VI35.6K shares1.26%2026-06-302026-07-28

Sponsored

IQV IQVIA HLDGS INC6.6K shares-30.56%2026-06-302026-07-28

FTLS FIRST TR EXCH TRADED FD III17.1K shares-5.28%2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC14.2K shares18.12%2026-06-302026-07-28

IAU ISHARES GOLD TR16.5K shares-3.25%2026-06-302026-07-28

ISHARES TR ISHARES TR12.5K shares-9.20%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC2.1K shares-6.03%2026-06-302026-07-28

ELV ELEVANCE HEALTH INC FORMERLY3.1K shares-24.81%2026-06-302026-07-28

QQQ INVESCO QQQ TR1.6K shares2.08%2026-06-302026-07-28

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares1.22%2026-06-302026-07-28

VCIT VANGUARD SCOTTSDALE FDS13.8K shares1.85%2026-06-302026-07-28

IAGG ISHARES TR22.4K shares-20.88%2026-06-302026-07-28

WORLD GOLD TR WORLD GOLD TR14.2K shares-16.96%2026-06-302026-07-28

TMUS T-MOBILE US INC6.6K shares42.16%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F19.0K shares-10.54%2026-06-302026-07-28

FRI FIRST TR EXCHANGE-TRADED FD33.8K shares20.26%2026-06-302026-07-28

USMV ISHARES TR11.0K shares-16.12%2026-06-302026-07-28

Sponsored

VEA VANGUARD TAX-MANAGED FDS14.6K shares-14.66%2026-06-302026-07-28

SDVD FIRST TR EXCHANGE-TRADED FD43.5K shares0.35%2026-06-302026-07-28

ACYN FIRST TR EXCHANGE-TRADED FD47.1K shares66.03%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR28.5K shares11.17%2026-06-302026-07-28

GRNY TIDAL TRUST I34.8K shares-10.00%2026-06-302026-07-28

LIN LINDE PLC1.8K shares12.54%2026-06-302026-07-28

HD HOME DEPOT INC2.7K shares-0.66%2026-06-302026-07-28

NULG NUSHARES ETF TR8.1K shares-2.76%2026-06-302026-07-28

Sponsored

COR CENCORA INC3.3K shares-18.04%2026-06-302026-07-28

SPTS SPDR SERIES TRUST31.5K shares33.22%2026-06-302026-07-28

SCI SERVICE CORP INTL11.9K shares0.00%2026-06-302026-07-28

IFRA ISHARES TR14.2K shares-9.70%2026-06-302026-07-28

ET ENERGY TRANSFER L P45.2K shares0.76%2026-06-302026-07-28

SPDW SPDR INDEX SHS FDS16.6K shares-6.83%2026-06-302026-07-28

CRM SALESFORCE INC5.2K shares-73.48%2026-06-302026-07-28

VOOG VANGUARD ADMIRAL FDS INC9.4K shares505.13%2026-06-302026-07-28

Sponsored

WMT WALMART INC6.8K shares2.69%2026-06-302026-07-28

SMH VANECK ETF TRUST1.2K shares120.68%2026-06-302026-07-28

EPD ENTERPRISE PRODS PARTNERS L20.6K shares-3.06%2026-06-302026-07-28

BAC BANK OF AMER CORP13.2K shares-16.67%2026-06-302026-07-28

DIS DISNEY WALT CO7.6K shares-27.08%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC4.0K shares-12.30%2026-06-302026-07-28

QDPL PACER FDS TR16.0K shares26.14%2026-06-302026-07-28

WELL WELLTOWER INC3.2K shares15.81%2026-06-302026-07-28

Sponsored

QCOM QUALCOMM INC3.8K shares-29.16%2026-06-302026-07-28

ADI ANALOG DEVICES INC1.7K shares-15.77%2026-06-302026-07-28

LGOV FIRST TR EXCHANGE-TRADED FD31.7K shares-3.10%2026-06-302026-07-28

FTCB FIRST TR EXCHANGE-TRADED FD31.8K shares-12.93%2026-06-302026-07-28

RDVY FIRST TR EXCHANGE TRADED FD8.1K shares-10.09%2026-06-302026-07-28

GCOR GOLDMAN SACHS ETF TR15.8K shares-10.01%2026-06-302026-07-28

FBT FIRST TR EXCHANGE-TRADED FD2.6K shares-10.78%2026-06-302026-07-28

EQIX EQUINIX INC614 shares12.04%2026-06-302026-07-28

Sponsored

BLV VANGUARD BD INDEX FDS9.2K shares-13.31%2026-06-302026-07-28

DE DEERE & CO993 shares1.02%2026-06-302026-07-28

FPE FIRST TR EXCH TRADED FD III34.6K shares-11.01%2026-06-302026-07-28

AOA ISHARES TR6.3K shares-29.79%2026-06-302026-07-28

CAT CATERPILLAR INC579 shares5.27%2026-06-302026-07-28

YMAR FIRST TR EXCHNG TRADED FD VI21.5K shares-0.78%2026-06-302026-07-28

OCTM FIRST TR EXCHNG TRADED FD VI18.2K shares-2.92%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC5.2K shares-8.27%2026-06-302026-07-28

Sponsored

VXUS VANGUARD STAR FDS7.1K shares4.49%2026-06-302026-07-28

PSA PUBLIC STORAGE1.9K shares28.02%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.8.5K shares18.37%2026-06-302026-07-28

AVSC AMERICAN CENTY ETF TR8.2K shares-18.49%2026-06-302026-07-28

DFAX DIMENSIONAL ETF TRUST16.3K shares-1.34%2026-06-302026-07-28

ACEI INNOVATOR ETFS TRUST25.8K shares-0.53%2026-06-302026-07-28

MTUM ISHARES TR1.7K shares-9.24%2026-06-302026-07-28

LCTU BLACKROCK ETF TRUST7.3K shares2.24%2026-06-302026-07-28

Sponsored

EMXC ISHARES INC5.7K shares-14.72%2026-06-302026-07-28

XSVM INVESCO EXCHANGE TRADED FD T8.3K shares21.74%2026-06-302026-07-28

VGK VANGUARD INTL EQUITY INDEX F6.5K shares9.28%2026-06-302026-07-28

SBUX STARBUCKS CORP5.6K shares-32.35%2026-06-302026-07-28

AJUL INNOVATOR ETFS TRUST18.9K shares-1.82%2026-06-302026-07-28

EWC ISHARES INC9.8K shares0.66%2026-06-302026-07-28

BALT INNOVATOR ETFS TRUST16.5K shares37.10%2026-06-302026-07-28

ABBVIE INC ABBVIE INC2.2K shares-15.93%2026-06-302026-07-28

Sponsored

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI16.7K shares12.76%2026-06-302026-07-28

FSIG FIRST TR EXCHANGE-TRADED FD27.8K shares-10.44%2026-06-302026-07-28

BINC BLACKROCK ETF TRUST II10.0K shares-29.21%2026-06-302026-07-28

NULV NUSHARES ETF TR10.4K shares-2.58%2026-06-302026-07-28

DBC INVESCO DB COMMDY INDX TRCK19.4K shares-2.98%2026-06-302026-07-28

ACII INNOVATOR ETFS TRUST20.1K sharesnew addition2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR16.0K shares25.23%2026-06-302026-07-28

FELG FIDELITY COVINGTON TRUST11.5K shares0.12%2026-06-302026-07-28

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL2.3K shares1.66%2026-06-302026-07-28

LMUB ISHARES TR9.8K sharesnew addition2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC1.2K sharesnew addition2026-06-302026-07-28

ARES CAPITAL CORP ARES CAPITAL CORP26.3K shares1.96%2026-06-302026-07-28

OEF ISHARES TR1.3K shares-9.15%2026-06-302026-07-28

IJR ISHARES TR3.2K shares-25.65%2026-06-302026-07-28

BBJP J P MORGAN EXCHANGE TRADED F6.3K shares32.50%2026-06-302026-07-28

ABNB AIRBNB INC3.3K shares-28.08%2026-06-302026-07-28

Sponsored

MU MICRON TECHNOLOGY INC404 sharesnew addition2026-06-302026-07-28

BNDX VANGUARD CHARLOTTE FDS9.6K shares-16.50%2026-06-302026-07-28

IEF ISHARES TR4.9K shares34.11%2026-06-302026-07-28

CGMU CAPITAL GRP FIXED INCM ETF T16.7K shares-39.17%2026-06-302026-07-28

ORACLE CORP ORACLE CORP3.1K shares-8.61%2026-06-302026-07-28

ADOBE INC ADOBE INC2.2K shares-25.30%2026-06-302026-07-28

MPLX MPLX LP8.0K shares2.65%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS1.6K shares-2.62%2026-06-302026-07-28

Sponsored

AXP AMERICAN EXPRESS CO1.3K shares4.20%2026-06-302026-07-28

GEM GOLDMAN SACHS ETF TR8.5K shares-9.11%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION473 shares-1.46%2026-06-302026-07-28

RBLX ROBLOX CORP8.0K shares-23.29%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T2.0K shares-39.54%2026-06-302026-07-28

NUDM NUSHARES ETF TR10.7K shares-2.82%2026-06-302026-07-28

FPEI FIRST TR EXCH TRADED FD III22.2K shares-5.95%2026-06-302026-07-28

MAIN MAIN STR CAP CORP8.2K shares0.46%2026-06-302026-07-28

Sponsored

MAS MASCO CORP5.2K shares-22.09%2026-06-302026-07-28

UCON FIRST TR EXCHNG TRADED FD VI16.8K shares-4.62%2026-06-302026-07-28

IQQQ PROSHARES TR8.2K shares-0.89%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC9.8K shares4.94%2026-06-302026-07-28

BBCA J P MORGAN EXCHANGE TRADED F4.2K shares15.69%2026-06-302026-07-28

APD AIR PRODUCTS AND CHEMICALS I1.4K shares-32.90%2026-06-302026-07-28

ASML ASML HLDG NV205 shares5.67%2026-06-302026-07-28

DSI ISHARES TR2.9K shares-2.19%2026-06-302026-07-28

Sponsored

ADSK AUTODESK INC2.1K shares-30.74%2026-06-302026-07-28

WFC WELLS FARGO & CO4.8K shares-17.73%2026-06-302026-07-28

APRH INNOVATOR ETFS TRUST15.0K shares-15.77%2026-06-302026-07-28

CHKP CHECK POINT SOFTWARE TECH LT2.8K shares-33.05%2026-06-302026-07-28

HPE HEWLETT PACKARD ENTERPRISE C8.2K sharesnew addition2026-06-302026-07-28

PYPL PAYPAL HLDGS INC8.5K shares-1.84%2026-06-302026-07-28

USXF ISHARES TR5.3K shares-1.96%2026-06-302026-07-28

LOW LOWES COS INC1.7K shares-2.85%2026-06-302026-07-28

Sponsored

GLD SPDR GOLD TR986 shares3.03%2026-06-302026-07-28

REX ETF TR REX ETF TR14.6K sharesnew addition2026-06-302026-07-28

IWF ISHARES TR2.9K shares397.95%2026-06-302026-07-28

MGK VANGUARD WORLD FD4.1K shares521.55%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP1.0K shares-8.89%2026-06-302026-07-28

SUSC ISHARES TR15.3K shares3.29%2026-06-302026-07-28

MGC VANGUARD WORLD FD1.3K shares0.23%2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR6.6K shares48.10%2026-06-302026-07-28

Sponsored

MRVL MARVELL TECHNOLOGY INC1.2K sharesnew addition2026-06-302026-07-28

XDQQ INNOVATOR ETFS TRUST8.5K shares2.70%2026-06-302026-07-28

CMG CHIPOTLE MEXICAN GRILL INC10.1K sharesnew addition2026-06-302026-07-28

IDHQ INVESCO EXCH TRADED FD TR II7.8K shares0.00%2026-06-302026-07-28

XUSP INNOVATOR ETFS TRUST6.5K shares-18.01%2026-06-302026-07-28

AEP AMERICAN ELEC PWR CO INC2.5K shares0.53%2026-06-302026-07-28

ABT ABBOTT LABORATORIES3.7K shares-79.69%2026-06-302026-07-28

BIV VANGUARD BD INDEX FDS4.4K shares-21.08%2026-06-302026-07-28

Sponsored

PNC PNC FINL SVCS GROUP INC1.4K shares-1.72%2026-06-302026-07-28

XLSR SSGA ACTIVE TR5.2K shares1.34%2026-06-302026-07-28

BK BANK OF NY MELLON CORP2.3K shares-23.20%2026-06-302026-07-28

GSSC GOLDMAN SACHS ETF TR3.7K shares-16.12%2026-06-302026-07-28

UAPR INNOVATOR ETFS TRUST9.5K sharesnew addition2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC4.2K shares-4.28%2026-06-302026-07-28

ECL ECOLAB INC1.2K shares-27.42%2026-06-302026-07-28

NVS NOVARTIS AG2.1K shares-11.30%2026-06-302026-07-28

Sponsored

SPTL SPDR SERIES TRUST12.2K shares-8.22%2026-06-302026-07-28

TJUL INNOVATOR ETFS TRUST10.6K shares-17.87%2026-06-302026-07-28

JPST J P MORGAN EXCHANGE TRADED F6.3K shares-23.51%2026-06-302026-07-28

TSLX SIXTH STREET SPECIALTY LENDI18.6K shares2.43%2026-06-302026-07-28

FIX COMFORT SYS USA INC161 shares-6.94%2026-06-302026-07-28

UFEB INNOVATOR ETFS TRUST8.3K shares0.00%2026-06-302026-07-28

LSAF TWO RDS SHARED TR6.1K shares-11.67%2026-06-302026-07-28

APRJ INNOVATOR ETFS TRUST12.5K shares1.18%2026-06-302026-07-28

Sponsored

VV VANGUARD INDEX FDS898 shares0.11%2026-06-302026-07-28

KMI KINDER MORGAN INC DEL9.5K shares-1.59%2026-06-302026-07-28

BSV VANGUARD BD INDEX FDS3.9K shares-13.45%2026-06-302026-07-28

BKCI BNY MELLON ETF TRUST5.5K shares-15.11%2026-06-302026-07-28

MCD MCDONALDS CORP1.1K shares16.06%2026-06-302026-07-28

CVS CVS HEALTH CORP2.8K shares-3.05%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC382 sharesnew addition2026-06-302026-07-28

ONEQ FIDELITY COMWLTH TR2.8K shares0.00%2026-06-302026-07-28

Sponsored

NSC NORFOLK SOUTHN CORP908 shares-8.38%2026-06-302026-07-28

PEP PEPSICO INC2.1K shares-6.35%2026-06-302026-07-28

FMB FIRST TR EXCH TRADED FD III5.4K shares-38.83%2026-06-302026-07-28

IWM ISHARES TR889 shares-22.43%2026-06-302026-07-28

UL UNILEVER PLC4.4K shares-12.35%2026-06-302026-07-28

PJAN INNOVATOR ETFS TRUST5.2K shares-1.10%2026-06-302026-07-28

CMCSA COMCAST CORP NEW10.4K shares-12.37%2026-06-302026-07-28

ISPY PROSHARES TR5.3K shares-37.66%2026-06-302026-07-28

Sponsored

BDX BECTON DICKINSON & CO1.7K shares-6.18%2026-06-302026-07-28

LRCX LAM RESEARCH CORP586 sharesnew addition2026-06-302026-07-28

ICE INTERCONTINENTAL EXCHANGE IN2.1K sharesnew addition2026-06-302026-07-28

ENB ENBRIDGE INC4.7K shares0.00%2026-06-302026-07-28

KKR KKR & CO INC2.8K shares-0.79%2026-06-302026-07-28

DVA DAVITA INC1.1K sharesnew addition2026-06-302026-07-28

IBIT ISHARES BITCOIN TRUST ETF7.6K shares-20.36%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION1.3K shares5.01%2026-06-302026-07-28

Sponsored

XLE SELECT SECTOR SPDR TR4.7K shares0.02%2026-06-302026-07-28

TLT ISHARES TR2.9K shares-28.85%2026-06-302026-07-28

TMO THERMO FISHER SCIENTIFIC INC490 sharesnew addition2026-06-302026-07-28

DEXCOM INC DEXCOM INC3.6K shares-21.26%2026-06-302026-07-28

GLW CORNING INC952 sharesnew addition2026-06-302026-07-28

CHUBB LIMITED CHUBB LIMITED707 shares0.43%2026-06-302026-07-28

SUB ISHARES TR2.2K shares-17.29%2026-06-302026-07-28

MCK MCKESSON CORP316 shares-13.42%2026-06-302026-07-28

Sponsored

EEM ISHARES TR3.5K sharesnew addition2026-06-302026-07-28

PFE PFIZER INC9.9K shares6.30%2026-06-302026-07-28

DMXF ISHARES TR2.8K sharesnew addition2026-06-302026-07-28

VTIP VANGUARD MALVERN FDS4.6K shares-17.12%2026-06-302026-07-28

NAPR INNOVATOR ETFS TRUST3.9K shares-62.15%2026-06-302026-07-28

MRK MERCK & CO INC1.8K shares4.81%2026-06-302026-07-28

VBR VANGUARD INDEX FDS951 sharesnew addition2026-06-302026-07-28

BND VANGUARD BD INDEX FDS3.1K shares-3.42%2026-06-302026-07-28

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F4.9K shares-51.65%2026-06-302026-07-28

EAGG ISHARES TR4.8K shares8.82%2026-06-302026-07-28

SHOP SHOPIFY INC2.0K shares-11.61%2026-06-302026-07-28

QUS SPDR SERIES TRUST1.2K shares0.51%2026-06-302026-07-28

SOXX ISHARES TR344 sharesnew addition2026-06-302026-07-28

KEYS KEYSIGHT TECHNOLOGIES INC628 sharesnew addition2026-06-302026-07-28

MS MORGAN STANLEY1.0K sharesnew addition2026-06-302026-07-28

VRT VERTIV HOLDINGS CO642 sharesnew addition2026-06-302026-07-28

Sponsored

FDT FIRST TR EXCH TRD ALPHDX FD2.3K sharesnew addition2026-06-302026-07-28

VEEV VEEVA SYS INC1.2K shares-32.34%2026-06-302026-07-28

QGRW WISDOMTREE TR3.2K sharesnew addition2026-06-302026-07-28

C CITIGROUP INC1.5K sharesnew addition2026-06-302026-07-28

IDEV ISHARES TR2.3K sharesnew addition2026-06-302026-07-28

SPMD SPDR SERIES TRUST3.1K sharesnew addition2026-06-302026-07-28

INTC INTEL CORP1.5K sharesnew addition2026-06-302026-07-28

BLOK AMPLIFY ETF TR3.3K sharesnew addition2026-06-302026-07-28

Sponsored

QDF FLEXSHARES TR2.3K sharesnew addition2026-06-302026-07-28

SPAB SPDR SERIES TRUST8.0K shares-13.38%2026-06-302026-07-28

VEU VANGUARD INTL EQUITY INDEX F2.4K sharesnew addition2026-06-302026-07-28

NUEM NUSHARES ETF TR4.7K sharesnew addition2026-06-302026-07-28

QTUM ETF SER SOLUTIONS1.2K sharesnew addition2026-06-302026-07-28

RDDT REDDIT INC965 shares72.94%2026-06-302026-07-28

NKX NUVEEN CALIF AMT FREE MUNI I12.8K shares0.00%2026-06-302026-07-28

IBRX IMMUNITYBIO INC14.4K shares0.00%2026-06-302026-07-28

Sponsored

ADT INC DEL ADT INC DEL12.4K shares-14.44%2026-06-302026-07-28

GRAB GRAB HOLDINGS LIMITED18.0K shares0.00%2026-06-302026-07-28

FNDF

SCHWAB STRATEGIC TR

23.84%

Shares667.6K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

-4.30%

Shares312.1K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-0.59%

Shares30.8K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-1.80%

Shares14.7K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

11.90%

Shares28.9K

Event2026-06-30

Filed2026-07-28

EFV

ISHARES TR

-11.36%

Shares140.7K

Event2026-06-30

Filed2026-07-28

DYNF

BLACKROCK ETF TRUST

-8.93%

Shares151.3K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

-4.28%

Shares115.4K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

-3.46%

Shares42.0K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

-7.89%

Shares69.2K

Event2026-06-30

Filed2026-07-28

EPS

WISDOMTREE TR

24.35%

Shares119.7K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

5.25%

Shares32.1K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

418.37%

Shares113.1K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO EXCH TRADED FD TR II

21.52%

Shares28.8K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-0.22%

Shares34.5K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

7.53%

Shares40.4K

Event2026-06-30

Filed2026-07-28

QUAL

ISHARES TR

-10.34%

Shares34.2K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

-0.44%

Shares6.1K

Event2026-06-30

Filed2026-07-28

IGIB

ISHARES TR

40.03%

Shares131.0K

Event2026-06-30

Filed2026-07-28

TOUS

T ROWE PRICE EXCHANGE-TRADED

8.49%

Shares180.9K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

-16.68%

Shares9.5K

Event2026-06-30

Filed2026-07-28

BAI

BLACKROCK ETF TRUST

-4.95%

Shares110.0K

Event2026-06-30

Filed2026-07-28

FDL

FIRST TR EXCHANGE-TRADED FD

23.11%

Shares118.2K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

2.72%

Shares10.2K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

1.88%

Shares15.1K

Event2026-06-30

Filed2026-07-28

J P MORGAN EXCHANGE TRADED F

5.03%

Shares92.4K

Event2026-06-30

Filed2026-07-28

SPHY

SPDR SERIES TRUST

29.39%

Shares239.7K

Event2026-06-30

Filed2026-07-28

FTNT

FORTINET INC

16.78%

Shares36.6K

Event2026-06-30

Filed2026-07-28

FIRST TR EXCHANGE-TRADED FD

-1.17%

Shares332.2K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

746.01%

Shares16.2K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

4.97%

Shares7.8K

Event2026-06-30

Filed2026-07-28

ESGU

ISHARES TR

-4.90%

Shares31.9K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-11.71%

Shares10.8K

Event2026-06-30

Filed2026-07-28

VISA INC

14.58%

Shares14.8K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

9.89%

Shares12.1K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

17.38%

Shares9.8K

Event2026-06-30

Filed2026-07-28

BIZD

VANECK ETF TRUST

100.73%

Shares386.9K

Event2026-06-30

Filed2026-07-28

SPMO

INVESCO EXCH TRADED FD TR II

-9.62%

Shares29.7K

Event2026-06-30

Filed2026-07-28

BKDV

BNY MELLON ETF TRUST II

10.71%

Shares141.0K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

11.30%

Shares14.2K

Event2026-06-30

Filed2026-07-28

IGLB

ISHARES TR

-9.75%

Shares90.4K

Event2026-06-30

Filed2026-07-28

BGLD

FIRST TR EXCHANGE-TRADED FD

-0.45%

Shares273.3K

Event2026-06-30

Filed2026-07-28

SPSM

SPDR SERIES TRUST

22.53%

Shares76.2K

Event2026-06-30

Filed2026-07-28

ILDR

FIRST TR EXCHNG TRADED FD VI

24.94%

Shares110.8K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

14.75%

Shares16.7K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

-3.81%

Shares143.7K

Event2026-06-30

Filed2026-07-28

LVHI

LEGG MASON ETF INVT

21.92%

Shares102.2K

Event2026-06-30

Filed2026-07-28

IGSB

ISHARES TR

37.94%

Shares78.7K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

23.60%

Shares9.5K

Event2026-06-30

Filed2026-07-28

SDVY

FIRST TR EXCHANGE TRADED FD

-8.55%

Shares90.0K

Event2026-06-30

Filed2026-07-28

FIRST TR EXCHNG TRADED FD VI

-2.54%

Shares109.1K

Event2026-06-30

Filed2026-07-28

THRO

BLACKROCK ETF TRUST

-9.85%

Shares86.4K

Event2026-06-30

Filed2026-07-28

AVEM

AMERICAN CENTY ETF TR

-10.58%

Shares37.0K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

29.31%

Shares9.1K

Event2026-06-30

Filed2026-07-28

PTRB

PGIM ETF TR

3.54%

Shares81.8K

Event2026-06-30

Filed2026-07-28

XLG

INVESCO EXCHANGE TRADED FD T

-30.81%

Shares55.0K

Event2026-06-30

Filed2026-07-28

GOVT

ISHARES TR

485.54%

Shares147.1K

Event2026-06-30

Filed2026-07-28

TCHP

T ROWE PRICE EXCHANGE-TRADED

-3.73%

Shares66.3K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES TR

-10.51%

Shares26.0K

Event2026-06-30

Filed2026-07-28

SMIZ

ZACKS TRUST

11.63%

Shares72.0K

Event2026-06-30

Filed2026-07-28

CORO

BLACKROCK ETF TRUST

21.82%

Shares83.1K

Event2026-06-30

Filed2026-07-28

RSDE

FIRST TR EXCHNG TRADED FD VI

New

Shares129.0K

Event2026-06-30

Filed2026-07-28

DMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares63.7K

Event2026-06-30

Filed2026-07-28

AMID

EA SERIES TRUST

15.34%

Shares82.3K

Event2026-06-30

Filed2026-07-28

QMMY

FIRST TR EXCHNG TRADED FD VI

New

Shares113.0K

Event2026-06-30

Filed2026-07-28

BOND

PIMCO ETF TR

9.95%

Shares32.4K

Event2026-06-30

Filed2026-07-28

DSEP

FIRST TR EXCHNG TRADED FD VI

-2.71%

Shares62.7K

Event2026-06-30

Filed2026-07-28

TDEC

FIRST TR EXCHNG TRADED FD VI

New

Shares113.0K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

22.19%

Shares27.5K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

16.67%

Shares56.6K

Event2026-06-30

Filed2026-07-28

ISHARES TR

9.34%

Shares29.5K

Event2026-06-30

Filed2026-07-28

NUSHARES ETF TR

New

Shares115.1K

Event2026-06-30

Filed2026-07-28

NPFI

NUSHARES ETF TR

New

Shares110.4K

Event2026-06-30

Filed2026-07-28

GSUS

GOLDMAN SACHS ETF TR

-17.91%

Shares27.6K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

6.37%

Shares14.8K

Event2026-06-30

Filed2026-07-28

3M CO

32.29%

Shares17.0K

Event2026-06-30

Filed2026-07-28

ACWX

ISHARES TR

24.48%

Shares35.9K

Event2026-06-30

Filed2026-07-28

IUSB

ISHARES TR

-6.26%

Shares58.8K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-2.21%

Shares7.4K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

-0.60%

Shares3.5K

Event2026-06-30

Filed2026-07-28

SFEB

FIRST TR EXCHNG TRADED FD VI

-4.82%

Shares97.8K

Event2026-06-30

Filed2026-07-28

FJAN

FIRST TR EXCHNG TRADED FD VI

-2.24%

Shares45.4K

Event2026-06-30

Filed2026-07-28

TBIL

RBB FD INC

11.68%

Shares49.3K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

22.09%

Shares5.7K

Event2026-06-30

Filed2026-07-28

BUFR

FIRST TR EXCHNG TRADED FD VI

-5.24%

Shares65.7K

Event2026-06-30

Filed2026-07-28

JANM

FIRST TR EXCHNG TRADED FD VI

-5.31%

Shares70.8K

Event2026-06-30

Filed2026-07-28

XTEN

BONDBLOXX ETF TRUST

-10.37%

Shares49.8K

Event2026-06-30

Filed2026-07-28

DHDG

FIRST TR EXCHNG TRADED FD VI

-1.63%

Shares61.2K

Event2026-06-30

Filed2026-07-28

IYW

ISHARES TR

-8.51%

Shares8.8K

Event2026-06-30

Filed2026-07-28

BUFD

FIRST TR EXCHNG TRADED FD VI

-3.40%

Shares74.7K

Event2026-06-30

Filed2026-07-28

BFRZ

INNOVATOR ETFS TRUST

1.62%

Shares80.6K

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORPORATION

69.96%

Shares6.9K

Event2026-06-30

Filed2026-07-28

AVUV

AMERICAN CENTY ETF TR

34.79%

Shares17.2K

Event2026-06-30

Filed2026-07-28

RSSE

FIRST TR EXCHNG TRADED FD VI

-1.49%

Shares91.3K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

5.15%

Shares15.4K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

-17.00%

Shares22.4K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

432.38%

Shares23.4K

Event2026-06-30

Filed2026-07-28

SCHZ

SCHWAB STRATEGIC TR

-14.12%

Shares85.4K

Event2026-06-30

Filed2026-07-28

FIRST TR EXCHANGE-TRADED FD

-0.48%

Shares117.5K

Event2026-06-30

Filed2026-07-28

KNG

FIRST TR EXCHANGE-TRADED FD

-2.88%

Shares38.9K

Event2026-06-30

Filed2026-07-28

BKNG

BOOKING HOLDINGS INC

2027.10%

Shares10.9K

Event2026-06-30

Filed2026-07-28

SHLD

GLOBAL X FDS

-1.58%

Shares32.1K

Event2026-06-30

Filed2026-07-28

SCHV

SCHWAB STRATEGIC TR

3.16%

Shares54.9K

Event2026-06-30

Filed2026-07-28

MGNR

AMERICAN BEACON SELECT FUNDS

16.99%

Shares39.1K

Event2026-06-30

Filed2026-07-28

VFLO

VICTORY PORTFOLIOS II

40.25%

Shares40.1K

Event2026-06-30

Filed2026-07-28

LMBS

FIRST TR EXCHANGE-TRADED FD

-5.91%

Shares36.1K

Event2026-06-30

Filed2026-07-28

GSLC

GOLDMAN SACHS ETF TR

-8.60%

Shares12.2K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

25.58%

Shares10.4K

Event2026-06-30

Filed2026-07-28

RKLB

ROCKET LAB CORP

128.80%

Shares16.9K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

684.06%

Shares23.7K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

-17.76%

Shares3.3K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

0.91%

Shares3.3K

Event2026-06-30

Filed2026-07-28

FTSM

FIRST TR EXCHANGE-TRADED FD

12.20%

Shares28.4K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

18.78%

Shares23.3K

Event2026-06-30

Filed2026-07-28

KROGER CO

37.35%

Shares29.4K

Event2026-06-30

Filed2026-07-28

BLCR

BLACKROCK ETF TRUST

23.58%

Shares32.2K

Event2026-06-30

Filed2026-07-28

RFEM

FIRST TR EXCH TRADED FD III

10.22%

Shares17.2K

Event2026-06-30

Filed2026-07-28

AVDV

AMERICAN CENTY ETF TR

12.44%

Shares15.3K

Event2026-06-30

Filed2026-07-28

FSK

FS KKR CAP CORP

-65.76%

Shares150.0K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

12.98%

Shares15.1K

Event2026-06-30

Filed2026-07-28

DFAC

DIMENSIONAL ETF TRUST

-6.24%

Shares35.4K

Event2026-06-30

Filed2026-07-28

QCOC

FIRST TR EXCHNG TRADED FD VI

-1.15%

Shares64.7K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

83.92%

Shares16.1K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

21.83%

Shares18.8K

Event2026-06-30

Filed2026-07-28

QDEC

FIRST TR EXCHNG TRADED FD VI

-1.15%

Shares42.6K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

25.02%

Shares10.2K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

747.23%

Shares12.3K

Event2026-06-30

Filed2026-07-28

SCIO

FIRST TR EXCHANGE-TRADED FD

23.96%

Shares69.8K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

New

Shares9.8K

Event2026-06-30

Filed2026-07-28

ESGE

ISHARES INC

-3.01%

Shares25.6K

Event2026-06-30

Filed2026-07-28

MBB

ISHARES TR

-13.16%

Shares14.5K

Event2026-06-30

Filed2026-07-28

FIXD

FIRST TR EXCHNG TRADED FD VI

-3.90%

Shares31.2K

Event2026-06-30

Filed2026-07-28

PWB

INVESCO EXCHANGE TRADED FD T

14.19%

Shares7.9K

Event2026-06-30

Filed2026-07-28

FTGS

FIRST TR EXCHANGE-TRADED FD

-8.43%

Shares35.7K

Event2026-06-30

Filed2026-07-28

GSIE

GOLDMAN SACHS ETF TR

-7.01%

Shares28.9K

Event2026-06-30

Filed2026-07-28

FHDG

FIRST TR EXCHNG TRADED FD VI

1.26%

Shares35.6K

Event2026-06-30

Filed2026-07-28

IQV

IQVIA HLDGS INC

-30.56%

Shares6.6K

Event2026-06-30

Filed2026-07-28

FTLS

FIRST TR EXCH TRADED FD III

-5.28%

Shares17.1K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

18.12%

Shares14.2K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

-3.25%

Shares16.5K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-9.20%

Shares12.5K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

-6.03%

Shares2.1K

Event2026-06-30

Filed2026-07-28

ELV

ELEVANCE HEALTH INC FORMERLY

-24.81%

Shares3.1K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

2.08%

Shares1.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

1.22%

Shares3.1K

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD SCOTTSDALE FDS

1.85%

Shares13.8K

Event2026-06-30

Filed2026-07-28

IAGG

ISHARES TR

-20.88%

Shares22.4K

Event2026-06-30

Filed2026-07-28

WORLD GOLD TR

-16.96%

Shares14.2K

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

42.16%

Shares6.6K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

-10.54%

Shares19.0K

Event2026-06-30

Filed2026-07-28

FRI

FIRST TR EXCHANGE-TRADED FD

20.26%

Shares33.8K

Event2026-06-30

Filed2026-07-28

USMV

ISHARES TR

-16.12%

Shares11.0K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

-14.66%

Shares14.6K

Event2026-06-30

Filed2026-07-28

SDVD

FIRST TR EXCHANGE-TRADED FD

0.35%

Shares43.5K

Event2026-06-30

Filed2026-07-28

ACYN

FIRST TR EXCHANGE-TRADED FD

66.03%

Shares47.1K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

11.17%

Shares28.5K

Event2026-06-30

Filed2026-07-28

GRNY

TIDAL TRUST I

-10.00%

Shares34.8K

Event2026-06-30

Filed2026-07-28

LIN

LINDE PLC

12.54%

Shares1.8K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-0.66%

Shares2.7K

Event2026-06-30

Filed2026-07-28

NULG

NUSHARES ETF TR

-2.76%

Shares8.1K

Event2026-06-30

Filed2026-07-28

COR

CENCORA INC

-18.04%

Shares3.3K

Event2026-06-30

Filed2026-07-28

SPTS

SPDR SERIES TRUST

33.22%

Shares31.5K

Event2026-06-30

Filed2026-07-28

SCI

SERVICE CORP INTL

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-28

IFRA

ISHARES TR

-9.70%

Shares14.2K

Event2026-06-30

Filed2026-07-28

ENERGY TRANSFER L P

0.76%

Shares45.2K

Event2026-06-30

Filed2026-07-28

SPDW

SPDR INDEX SHS FDS

-6.83%

Shares16.6K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

-73.48%

Shares5.2K

Event2026-06-30

Filed2026-07-28

VOOG

VANGUARD ADMIRAL FDS INC

505.13%

Shares9.4K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

2.69%

Shares6.8K

Event2026-06-30

Filed2026-07-28

SMH

VANECK ETF TRUST

120.68%

Shares1.2K

Event2026-06-30

Filed2026-07-28

EPD

ENTERPRISE PRODS PARTNERS L

-3.06%

Shares20.6K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

-16.67%

Shares13.2K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

-27.08%

Shares7.6K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

-12.30%

Shares4.0K

Event2026-06-30

Filed2026-07-28

QDPL

PACER FDS TR

26.14%

Shares16.0K

Event2026-06-30

Filed2026-07-28

WELL

WELLTOWER INC

15.81%

Shares3.2K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

-29.16%

Shares3.8K

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

-15.77%

Shares1.7K

Event2026-06-30

Filed2026-07-28

LGOV

FIRST TR EXCHANGE-TRADED FD

-3.10%

Shares31.7K

Event2026-06-30

Filed2026-07-28

FTCB

FIRST TR EXCHANGE-TRADED FD

-12.93%

Shares31.8K

Event2026-06-30

Filed2026-07-28

RDVY

FIRST TR EXCHANGE TRADED FD

-10.09%

Shares8.1K

Event2026-06-30

Filed2026-07-28

GCOR

GOLDMAN SACHS ETF TR

-10.01%

Shares15.8K

Event2026-06-30

Filed2026-07-28

FBT

FIRST TR EXCHANGE-TRADED FD

-10.78%

Shares2.6K

Event2026-06-30

Filed2026-07-28

EQIX

EQUINIX INC

12.04%

Shares614

Event2026-06-30

Filed2026-07-28

BLV

VANGUARD BD INDEX FDS

-13.31%

Shares9.2K

Event2026-06-30

Filed2026-07-28

DEERE & CO

1.02%

Shares993

Event2026-06-30

Filed2026-07-28

FPE

FIRST TR EXCH TRADED FD III

-11.01%

Shares34.6K

Event2026-06-30

Filed2026-07-28

AOA

ISHARES TR

-29.79%

Shares6.3K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

5.27%

Shares579

Event2026-06-30

Filed2026-07-28

YMAR

FIRST TR EXCHNG TRADED FD VI

-0.78%

Shares21.5K

Event2026-06-30

Filed2026-07-28

OCTM

FIRST TR EXCHNG TRADED FD VI

-2.92%

Shares18.2K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-8.27%

Shares5.2K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

4.49%

Shares7.1K

Event2026-06-30

Filed2026-07-28

PSA

PUBLIC STORAGE

28.02%

Shares1.9K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

18.37%

Shares8.5K

Event2026-06-30

Filed2026-07-28

AVSC

AMERICAN CENTY ETF TR

-18.49%

Shares8.2K

Event2026-06-30

Filed2026-07-28

DFAX

DIMENSIONAL ETF TRUST

-1.34%

Shares16.3K

Event2026-06-30

Filed2026-07-28

ACEI

INNOVATOR ETFS TRUST

-0.53%

Shares25.8K

Event2026-06-30

Filed2026-07-28

MTUM

ISHARES TR

-9.24%

Shares1.7K

Event2026-06-30

Filed2026-07-28

LCTU

BLACKROCK ETF TRUST

2.24%

Shares7.3K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES INC

-14.72%

Shares5.7K

Event2026-06-30

Filed2026-07-28

XSVM

INVESCO EXCHANGE TRADED FD T

21.74%

Shares8.3K

Event2026-06-30

Filed2026-07-28

VGK

VANGUARD INTL EQUITY INDEX F

9.28%

Shares6.5K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

-32.35%

Shares5.6K

Event2026-06-30

Filed2026-07-28

AJUL

INNOVATOR ETFS TRUST

-1.82%

Shares18.9K

Event2026-06-30

Filed2026-07-28

EWC

ISHARES INC

0.66%

Shares9.8K

Event2026-06-30

Filed2026-07-28

BALT

INNOVATOR ETFS TRUST

37.10%

Shares16.5K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

-15.93%

Shares2.2K

Event2026-06-30

Filed2026-07-28

FIRST TR EXCHNG TRADED FD VI

12.76%

Shares16.7K

Event2026-06-30

Filed2026-07-28

FSIG

FIRST TR EXCHANGE-TRADED FD

-10.44%

Shares27.8K

Event2026-06-30

Filed2026-07-28

BINC

BLACKROCK ETF TRUST II

-29.21%

Shares10.0K

Event2026-06-30

Filed2026-07-28

NULV

NUSHARES ETF TR

-2.58%

Shares10.4K

Event2026-06-30

Filed2026-07-28

DBC

INVESCO DB COMMDY INDX TRCK

-2.98%

Shares19.4K

Event2026-06-30

Filed2026-07-28

ACII

INNOVATOR ETFS TRUST

New

Shares20.1K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

25.23%

Shares16.0K

Event2026-06-30

Filed2026-07-28

FELG

FIDELITY COVINGTON TRUST

0.12%

Shares11.5K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

1.66%

Shares2.3K

Event2026-06-30

Filed2026-07-28

LMUB

ISHARES TR

New

Shares9.8K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

ARES CAPITAL CORP

1.96%

Shares26.3K

Event2026-06-30

Filed2026-07-28

OEF

ISHARES TR

-9.15%

Shares1.3K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

-25.65%

Shares3.2K

Event2026-06-30

Filed2026-07-28

BBJP

J P MORGAN EXCHANGE TRADED F

32.50%

Shares6.3K

Event2026-06-30

Filed2026-07-28

ABNB

AIRBNB INC

-28.08%

Shares3.3K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

New

Shares404

Event2026-06-30

Filed2026-07-28

BNDX

VANGUARD CHARLOTTE FDS

-16.50%

Shares9.6K

Event2026-06-30

Filed2026-07-28

IEF

ISHARES TR

34.11%

Shares4.9K

Event2026-06-30

Filed2026-07-28

CGMU

CAPITAL GRP FIXED INCM ETF T

-39.17%

Shares16.7K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

-8.61%

Shares3.1K

Event2026-06-30

Filed2026-07-28

ADOBE INC

-25.30%

Shares2.2K

Event2026-06-30

Filed2026-07-28

MPLX

MPLX LP

2.65%

Shares8.0K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

-2.62%

Shares1.6K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

4.20%

Shares1.3K

Event2026-06-30

Filed2026-07-28

GEM

GOLDMAN SACHS ETF TR

-9.11%

Shares8.5K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

-1.46%

Shares473

Event2026-06-30

Filed2026-07-28

RBLX

ROBLOX CORP

-23.29%

Shares8.0K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

-39.54%

Shares2.0K

Event2026-06-30

Filed2026-07-28

NUDM

NUSHARES ETF TR

-2.82%

Shares10.7K

Event2026-06-30

Filed2026-07-28

FPEI

FIRST TR EXCH TRADED FD III

-5.95%

Shares22.2K

Event2026-06-30

Filed2026-07-28

MAIN

MAIN STR CAP CORP

0.46%

Shares8.2K

Event2026-06-30

Filed2026-07-28

MAS

MASCO CORP

-22.09%

Shares5.2K

Event2026-06-30

Filed2026-07-28

UCON

FIRST TR EXCHNG TRADED FD VI

-4.62%

Shares16.8K

Event2026-06-30

Filed2026-07-28

IQQQ

PROSHARES TR

-0.89%

Shares8.2K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

4.94%

Shares9.8K

Event2026-06-30

Filed2026-07-28

BBCA

J P MORGAN EXCHANGE TRADED F

15.69%

Shares4.2K

Event2026-06-30

Filed2026-07-28

APD

AIR PRODUCTS AND CHEMICALS I

-32.90%

Shares1.4K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

5.67%

Shares205

Event2026-06-30

Filed2026-07-28

DSI

ISHARES TR

-2.19%

Shares2.9K

Event2026-06-30

Filed2026-07-28

ADSK

AUTODESK INC

-30.74%

Shares2.1K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

-17.73%

Shares4.8K

Event2026-06-30

Filed2026-07-28

APRH

INNOVATOR ETFS TRUST

-15.77%

Shares15.0K

Event2026-06-30

Filed2026-07-28

CHKP

CHECK POINT SOFTWARE TECH LT

-33.05%

Shares2.8K

Event2026-06-30

Filed2026-07-28

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares8.2K

Event2026-06-30

Filed2026-07-28

PYPL

PAYPAL HLDGS INC

-1.84%

Shares8.5K

Event2026-06-30

Filed2026-07-28

USXF

ISHARES TR

-1.96%

Shares5.3K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

-2.85%

Shares1.7K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

3.03%

Shares986

Event2026-06-30

Filed2026-07-28

REX ETF TR

New

Shares14.6K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

397.95%

Shares2.9K

Event2026-06-30

Filed2026-07-28

MGK

VANGUARD WORLD FD

521.55%

Shares4.1K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

-8.89%

Shares1.0K

Event2026-06-30

Filed2026-07-28

SUSC

ISHARES TR

3.29%

Shares15.3K

Event2026-06-30

Filed2026-07-28

MGC

VANGUARD WORLD FD

0.23%

Shares1.3K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

48.10%

Shares6.6K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

XDQQ

INNOVATOR ETFS TRUST

2.70%

Shares8.5K

Event2026-06-30

Filed2026-07-28

CMG

CHIPOTLE MEXICAN GRILL INC

New

Shares10.1K

Event2026-06-30

Filed2026-07-28

IDHQ

INVESCO EXCH TRADED FD TR II

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-28

XUSP

INNOVATOR ETFS TRUST

-18.01%

Shares6.5K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

0.53%

Shares2.5K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

-79.69%

Shares3.7K

Event2026-06-30

Filed2026-07-28

BIV

VANGUARD BD INDEX FDS

-21.08%

Shares4.4K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

-1.72%

Shares1.4K

Event2026-06-30

Filed2026-07-28

XLSR

SSGA ACTIVE TR

1.34%

Shares5.2K

Event2026-06-30

Filed2026-07-28

BANK OF NY MELLON CORP

-23.20%

Shares2.3K

Event2026-06-30

Filed2026-07-28

GSSC

GOLDMAN SACHS ETF TR

-16.12%

Shares3.7K

Event2026-06-30

Filed2026-07-28

UAPR

INNOVATOR ETFS TRUST

New

Shares9.5K

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

-4.28%

Shares4.2K

Event2026-06-30

Filed2026-07-28

ECL

ECOLAB INC

-27.42%

Shares1.2K

Event2026-06-30

Filed2026-07-28

NVS

NOVARTIS AG

-11.30%

Shares2.1K

Event2026-06-30

Filed2026-07-28

SPTL

SPDR SERIES TRUST

-8.22%

Shares12.2K

Event2026-06-30

Filed2026-07-28

TJUL

INNOVATOR ETFS TRUST

-17.87%

Shares10.6K

Event2026-06-30

Filed2026-07-28

JPST

J P MORGAN EXCHANGE TRADED F

-23.51%

Shares6.3K

Event2026-06-30

Filed2026-07-28

TSLX

SIXTH STREET SPECIALTY LENDI

2.43%

Shares18.6K

Event2026-06-30

Filed2026-07-28

FIX

COMFORT SYS USA INC

-6.94%

Shares161

Event2026-06-30

Filed2026-07-28

UFEB

INNOVATOR ETFS TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-28

LSAF

TWO RDS SHARED TR

-11.67%

Shares6.1K

Event2026-06-30

Filed2026-07-28

APRJ

INNOVATOR ETFS TRUST

1.18%

Shares12.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.11%

Shares898

Event2026-06-30

Filed2026-07-28

KMI

KINDER MORGAN INC DEL

-1.59%

Shares9.5K

Event2026-06-30

Filed2026-07-28

BSV

VANGUARD BD INDEX FDS

-13.45%

Shares3.9K

Event2026-06-30

Filed2026-07-28

BKCI

BNY MELLON ETF TRUST

-15.11%

Shares5.5K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

16.06%

Shares1.1K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP

-3.05%

Shares2.8K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

New

Shares382

Event2026-06-30

Filed2026-07-28

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-28

NSC

NORFOLK SOUTHN CORP

-8.38%

Shares908

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

-6.35%

Shares2.1K

Event2026-06-30

Filed2026-07-28

FMB

FIRST TR EXCH TRADED FD III

-38.83%

Shares5.4K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

-22.43%

Shares889

Event2026-06-30

Filed2026-07-28

UNILEVER PLC

-12.35%

Shares4.4K

Event2026-06-30

Filed2026-07-28

PJAN

INNOVATOR ETFS TRUST

-1.10%

Shares5.2K

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP NEW

-12.37%

Shares10.4K

Event2026-06-30

Filed2026-07-28

ISPY

PROSHARES TR

-37.66%

Shares5.3K

Event2026-06-30

Filed2026-07-28

BDX

BECTON DICKINSON & CO

-6.18%

Shares1.7K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

New

Shares586

Event2026-06-30

Filed2026-07-28

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares2.1K

Event2026-06-30

Filed2026-07-28

ENB

ENBRIDGE INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-28

KKR

KKR & CO INC

-0.79%

Shares2.8K

Event2026-06-30

Filed2026-07-28

DVA

DAVITA INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES BITCOIN TRUST ETF

-20.36%

Shares7.6K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

5.01%

Shares1.3K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-28

TLT

ISHARES TR

-28.85%

Shares2.9K

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares490

Event2026-06-30

Filed2026-07-28

DEXCOM INC

-21.26%

Shares3.6K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

New

Shares952

Event2026-06-30

Filed2026-07-28

CHUBB LIMITED

0.43%

Shares707

Event2026-06-30

Filed2026-07-28

SUB

ISHARES TR

-17.29%

Shares2.2K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

-13.42%

Shares316

Event2026-06-30

Filed2026-07-28

EEM

ISHARES TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

6.30%

Shares9.9K

Event2026-06-30

Filed2026-07-28

DMXF

ISHARES TR

New

Shares2.8K

Event2026-06-30

Filed2026-07-28

VTIP

VANGUARD MALVERN FDS

-17.12%

Shares4.6K

Event2026-06-30

Filed2026-07-28

NAPR

INNOVATOR ETFS TRUST

-62.15%

Shares3.9K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

4.81%

Shares1.8K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

New

Shares951

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

-3.42%

Shares3.1K

Event2026-06-30

Filed2026-07-28

JCPB

J P MORGAN EXCHANGE TRADED F

-51.65%

Shares4.9K

Event2026-06-30

Filed2026-07-28

EAGG

ISHARES TR

8.82%

Shares4.8K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

-11.61%

Shares2.0K

Event2026-06-30

Filed2026-07-28

QUS

SPDR SERIES TRUST

0.51%

Shares1.2K

Event2026-06-30

Filed2026-07-28

SOXX

ISHARES TR

New

Shares344

Event2026-06-30

Filed2026-07-28

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares628

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

New

Shares1.0K

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS CO

New

Shares642

Event2026-06-30

Filed2026-07-28

FDT

FIRST TR EXCH TRD ALPHDX FD

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

VEEV

VEEVA SYS INC

-32.34%

Shares1.2K

Event2026-06-30

Filed2026-07-28

QGRW

WISDOMTREE TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

IDEV

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

SPMD

SPDR SERIES TRUST

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

BLOK

AMPLIFY ETF TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-28

QDF

FLEXSHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

SPAB

SPDR SERIES TRUST

-13.38%

Shares8.0K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares2.4K

Event2026-06-30

Filed2026-07-28

NUEM

NUSHARES ETF TR

New

Shares4.7K

Event2026-06-30

Filed2026-07-28

QTUM

ETF SER SOLUTIONS

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

RDDT

REDDIT INC

72.94%

Shares965

Event2026-06-30

Filed2026-07-28

NKX

NUVEEN CALIF AMT FREE MUNI I

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-28

IBRX

IMMUNITYBIO INC

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-28

ADT INC DEL

-14.44%

Shares12.4K

Event2026-06-30

Filed2026-07-28

GRAB

GRAB HOLDINGS LIMITED

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

RDDT Call CallREDDIT INC4.8K shares380.00%2026-06-302026-07-28

RDDT Call

REDDIT INC

380.00%

Shares4.8K

Event2026-06-30

Filed2026-07-28

Put Option Holdings

RKLB Put PutROCKET LAB CORP9.0K sharesnew addition2026-06-302026-07-28

RKLB Put

ROCKET LAB CORP

New

Shares9.0K

Event2026-06-30

Filed2026-07-28