Sponsored

The Analysis of Marble Wealth, LLC's Holdings & P&L

Currently, Marble Wealth, LLC holds 234 types of securities in its portfolio with a total value $653.3M. In the most recent quarter, they have increased their positions in VUG (+392.0K shares, valued at $33.8M), XLF (+54.7K shares, valued at $2.9M), XLV (+17.5K shares, valued at $2.8M); decreased their positions in AAPL (-11.9K shares, valued at $3.4M), GE (-6.4K shares, valued at $2.4M), N/A (-2.4K shares, valued at $2.3M); initiated new positions in XLF (+54.7K shares, valued at $2.9M), XLP (+26.8K shares, valued at $2.2M), N/A (+24.8K shares, valued at $1.1M).

1M P&L

+17.9M+3.88%

3M P&L

+7.8M+1.64%

HY P&L

-142.4M-22.87%

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/A248.9M

52.0%

2Semiconductors34.0M

7.1%

3Consumer Electronics24.7M

5.2%

Top Industries by Stock Count

1N/A67 stocks

34.0%

2Semiconductors8 stocks

4.1%

3Drug Manufacturers - General6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR91.0K shares2.27%2026-06-302026-08-07

VUG VANGUARD INDEX FDS466.7K shares524.52%2026-06-302026-08-07

NVDA NVIDIA CORPORATION131.0K shares-1.92%2026-06-302026-08-07

AAPL APPLE INC85.5K shares-12.23%2026-06-302026-08-07

ISHARES TR ISHARES TR239.3K shares4.82%2026-06-302026-08-07

VFLO VICTORY PORTFOLIOS II484.5K shares3.95%2026-06-302026-08-07

VOO VANGUARD INDEX FDS32.2K shares0.42%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS72.2K shares4.76%2026-06-302026-08-07

Sponsored

GOOGL ALPHABET INC46.3K shares-12.04%2026-06-302026-08-07

AMZN AMAZON COM INC67.8K shares1.23%2026-06-302026-08-07

BROADCOM INC BROADCOM INC39.0K shares-6.75%2026-06-302026-08-07

IEMG ISHARES INC177.8K shares5.63%2026-06-302026-08-07

MSFT MICROSOFT CORP35.7K shares-3.90%2026-06-302026-08-07

COWZ PACER FDS TR204.7K shares-1.85%2026-06-302026-08-07

FENI FIDELITY COVINGTON TRUST281.2K shares21.77%2026-06-302026-08-07

IJR ISHARES TR74.4K shares3.99%2026-06-302026-08-07

Sponsored

WMT WALMART INC83.6K shares-0.47%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO25.7K shares0.70%2026-06-302026-08-07

GOOG ALPHABET INC20.1K shares-2.04%2026-06-302026-08-07

FNDA SCHWAB STRATEGIC TR185.6K shares-0.43%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION7.4K shares0.26%2026-06-302026-08-07

FESM FIDELITY COVINGTON TRUST140.5K shares17.42%2026-06-302026-08-07

COWG PACER FDS TR164.7K shares-2.45%2026-06-302026-08-07

SCHG SCHWAB STRATEGIC TR173.4K shares0.00%2026-06-302026-08-07

Sponsored

BX BLACKSTONE INC47.8K shares0.22%2026-06-302026-08-07

QQQ INVESCO QQQ TR7.6K shares4.85%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL11.0K shares-0.40%2026-06-302026-08-07

GE GE AEROSPACE14.4K shares-30.68%2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR142.3K shares-0.89%2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO47.1K shares-1.81%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC3.7K shares9.30%2026-06-302026-08-07

HD HOME DEPOT INC11.9K shares-5.67%2026-06-302026-08-07

Sponsored

APPLIED MATLS INC APPLIED MATLS INC5.8K shares0.82%2026-06-302026-08-07

SPGP INVESCO EXCHANGE TRADED FD T34.0K shares-1.49%2026-06-302026-08-07

NOBL PROSHARES TR72.3K shares90.80%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.3K shares-0.17%2026-06-302026-08-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.1K shares-37.16%2026-06-302026-08-07

RSP INVESCO EXCHANGE TRADED FD T18.4K shares-2.38%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC33.0K shares0.80%2026-06-302026-08-07

USHY ISHARES TR98.4K shares0.62%2026-06-302026-08-07

Sponsored

SCHW SCHWAB CHARLES CORP39.2K shares0.24%2026-06-302026-08-07

VTC VANGUARD SCOTTSDALE FDS42.8K shares-4.58%2026-06-302026-08-07

GLD SPDR GOLD TR8.7K shares-0.49%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC3.1K shares7.41%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR19.8K shares779.98%2026-06-302026-08-07

FBND FIDELITY MERRIMACK STR TR68.3K shares11.44%2026-06-302026-08-07

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR54.7K sharesnew addition2026-06-302026-08-07

Sponsored

GEV GE VERNOVA INC2.4K shares-44.65%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON10.6K shares0.15%2026-06-302026-08-07

CAT CATERPILLAR INC2.5K shares1.22%2026-06-302026-08-07

IJH ISHARES TR33.8K shares-2.19%2026-06-302026-08-07

QUANTA SVCS INC QUANTA SVCS INC3.5K shares9.64%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP18.4K shares0.86%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS6.7K shares3.08%2026-06-302026-08-07

VISA INC VISA INC7.1K shares-2.49%2026-06-302026-08-07

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.1K shares-1.25%2026-06-302026-08-07

MCD MCDONALDS CORP8.5K shares-6.00%2026-06-302026-08-07

XLP SELECT SECTOR SPDR TR26.8K sharesnew addition2026-06-302026-08-07

CVX CHEVRON CORPORATION13.2K shares1.23%2026-06-302026-08-07

ABBVIE INC ABBVIE INC8.7K shares-3.14%2026-06-302026-08-07

KO COCA COLA CO25.0K shares-0.34%2026-06-302026-08-07

BAC BANK OF AMER CORP32.5K shares1.79%2026-06-302026-08-07

KLAC KLA CORP6.1K shares537.21%2026-06-302026-08-07

Sponsored

LRCX LAM RESEARCH CORP4.1K shares-17.70%2026-06-302026-08-07

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC14.1K shares0.20%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC2.9K shares9.03%2026-06-302026-08-07

LLY ELI LILLY & CO1.3K shares21.99%2026-06-302026-08-07

ITW ILLINOIS TOOL WKS INC5.9K shares0.02%2026-06-302026-08-07

SYY SYSCO CORP18.8K shares-3.08%2026-06-302026-08-07

LIN LINDE PLC3.0K shares-0.90%2026-06-302026-08-07

BKLN INVESCO EXCH TRADED FD TR II73.2K shares12.36%2026-06-302026-08-07

Sponsored

RTX CORPORATION RTX CORPORATION7.6K shares2.34%2026-06-302026-08-07

PG PROCTER & GAMBLE CO9.7K shares1.79%2026-06-302026-08-07

ARES CAPITAL CORP ARES CAPITAL CORP76.7K shares-9.00%2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC2.8K shares-3.73%2026-06-302026-08-07

MRK MERCK & CO INC10.7K shares-3.26%2026-06-302026-08-07

WMB WILLIAMS COS INC18.1K shares2.50%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.2K shares1.39%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC11.4K shares-23.46%2026-06-302026-08-07

Sponsored

GL GLOBE LIFE INC7.3K shares0.03%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO3.8K shares2.78%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP2.4K shares9.10%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC2.1K shares0.57%2026-06-302026-08-07

ORLY OREILLY AUTOMOTIVE INC13.1K shares1.17%2026-06-302026-08-07

LQD ISHARES TR10.7K shares-12.85%2026-06-302026-08-07

TSLA TESLA INC2.7K shares-2.24%2026-06-302026-08-07

RF REGIONS FINANCIAL CORP NEW38.0K shares-2.04%2026-06-302026-08-07

Sponsored

BGIG ETF SER SOLUTIONS31.6K shares-0.34%2026-06-302026-08-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR24.8K sharesnew addition2026-06-302026-08-07

ROK ROCKWELL AUTOMATION INC2.2K shares-1.19%2026-06-302026-08-07

EMR EMERSON ELEC CO7.7K shares0.49%2026-06-302026-08-07

VMC VULCAN MATLS CO3.7K shares2.82%2026-06-302026-08-07

MS MORGAN STANLEY5.1K shares0.81%2026-06-302026-08-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC3.1K shares0.25%2026-06-302026-08-07

CHD CHURCH & DWIGHT CO INC10.5K shares-0.05%2026-06-302026-08-07

Sponsored

BXSL BLACKSTONE SECD LENDING FD42.8K shares-16.10%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW8.0K shares1.00%2026-06-302026-08-07

FNDB SCHWAB STRATEGIC TR32.6K shares1.13%2026-06-302026-08-07

XLE SELECT SECTOR SPDR TR18.7K shares360.58%2026-06-302026-08-07

COP CONOCOPHILLIPS9.4K shares0.74%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F11.6K shares0.07%2026-06-302026-08-07

SHY ISHARES TR11.8K shares-16.58%2026-06-302026-08-07

EOG EOG RES INC7.4K shares0.16%2026-06-302026-08-07

Sponsored

AKRE PROFESIONALLY MANAGED PORTFO16.9K shares-4.25%2026-06-302026-08-07

NSC NORFOLK SOUTHN CORP2.8K shares-0.45%2026-06-302026-08-07

ABT ABBOTT LABORATORIES9.8K shares-5.81%2026-06-302026-08-07

SHOP SHOPIFY INC7.7K shares0.26%2026-06-302026-08-07

MDLZ MONDELEZ INTL INC15.2K shares-0.52%2026-06-302026-08-07

LHX L3HARRIS TECHNOLOGIES INC3.0K shares1.39%2026-06-302026-08-07

LAMR LAMAR ADVERTISING CO5.4K shares0.30%2026-06-302026-08-07

XLY SELECT SECTOR SPDR TR7.1K sharesnew addition2026-06-302026-08-07

Sponsored

BKNG BOOKING HOLDINGS INC4.7K shares2377.13%2026-06-302026-08-07

FREEPORT MCMORAN INC FREEPORT MCMORAN INC13.1K shares-0.97%2026-06-302026-08-07

MUB ISHARES TR7.4K shares-0.66%2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC2.3K shares0.49%2026-06-302026-08-07

SNDK SANDISK CORP319 sharesnew addition2026-06-302026-08-07

AMERIPRISE FINL INC AMERIPRISE FINL INC1.6K shares0.26%2026-06-302026-08-07

ITOT ISHARES TR4.3K shares0.25%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL3.2K shares-1.63%2026-06-302026-08-07

Sponsored

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS5.6K shares-2.02%2026-06-302026-08-07

KOP KOPPERS HOLDINGS INC15.1K shares0.00%2026-06-302026-08-07

CSX CSX CORP14.1K shares0.13%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR3.5K shares0.14%2026-06-302026-08-07

TJX TJX COS INC NEW4.4K shares4.63%2026-06-302026-08-07

INTC INTEL CORP4.7K sharesnew addition2026-06-302026-08-07

ICSH ISHARES TR13.0K shares64.36%2026-06-302026-08-07

ORACLE CORP ORACLE CORP4.3K shares0.19%2026-06-302026-08-07

Sponsored

LABCORP HOLDINGS INC LABCORP HOLDINGS INC2.2K shares0.27%2026-06-302026-08-07

ATR APTARGROUP INC5.0K shares0.00%2026-06-302026-08-07

QCOM QUALCOMM INC3.4K shares-11.54%2026-06-302026-08-07

WFC WELLS FARGO & CO7.4K shares-1.90%2026-06-302026-08-07

GOVT ISHARES TR26.8K shares-10.84%2026-06-302026-08-07

FANG DIAMONDBACK ENERGY INC3.5K shares-2.23%2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F12.0K shares51.68%2026-06-302026-08-07

NUE NUCOR CORP2.7K shares1.62%2026-06-302026-08-07

Sponsored

PM PHILIP MORRIS INTL INC3.2K shares1.25%2026-06-302026-08-07

XLB SELECT SECTOR SPDR TR11.3K sharesnew addition2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC6.4K shares-0.09%2026-06-302026-08-07

BLK BLACKROCK INC555 shares-1.42%2026-06-302026-08-07

CL COLGATE PALMOLIVE CO5.7K shares-19.29%2026-06-302026-08-07

BE BLOOM ENERGY CORP1.7K sharesnew addition2026-06-302026-08-07

IAU ISHARES GOLD TR6.7K shares-3.32%2026-06-302026-08-07

MNST MONSTER BEVERAGE CORP NEW5.2K shares9.65%2026-06-302026-08-07

Sponsored

DE DEERE & CO777 shares1.04%2026-06-302026-08-07

IWF ISHARES TR3.9K shares327.55%2026-06-302026-08-07

SFBS SERVISFIRST BANCSHARES INC5.5K shares-15.02%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED913 shares-8.06%2026-06-302026-08-07

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION3.2K shares0.16%2026-06-302026-08-07

BOXX EA SERIES TRUST4.0K shares120.83%2026-06-302026-08-07

VONE VANGUARD SCOTTSDALE FDS1.4K shares0.29%2026-06-302026-08-07

HCA HCA HEALTHCARE INC1.2K shares0.00%2026-06-302026-08-07

Sponsored

ADI ANALOG DEVICES INC1.1K shares4.83%2026-06-302026-08-07

UNP UNION PAC CORP1.6K shares-1.97%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP453 shares1.12%2026-06-302026-08-07

ISRG INTUITIVE SURGICAL INC1.1K shares0.00%2026-06-302026-08-07

SHW SHERWIN WILLIAMS CO1.3K shares-16.18%2026-06-302026-08-07

PEP PEPSICO INC3.2K shares0.09%2026-06-302026-08-07

MAA MID-AMER APT CMNTYS INC2.9K shares-0.91%2026-06-302026-08-07

AEP AMERICAN ELEC PWR CO INC3.0K shares0.41%2026-06-302026-08-07

Sponsored

MTUM ISHARES TR1.2K sharesnew addition2026-06-302026-08-07

RGA REINSURANCE GROUP AMER INC1.9K shares0.00%2026-06-302026-08-07

PSX PHILLIPS 662.4K shares1.42%2026-06-302026-08-07

AMGN AMGEN INC1.1K shares6.00%2026-06-302026-08-07

TEL TE CONNECTIVITY PLC1.9K shares0.37%2026-06-302026-08-07

APH AMPHENOL CORP2.2K shares2.16%2026-06-302026-08-07

GTN GRAY MEDIA INC94.8K shares0.51%2026-06-302026-08-07

ANET ARISTA NETWORKS INC2.2K shares-66.04%2026-06-302026-08-07

Sponsored

EBAY EBAY INC.3.3K shares0.24%2026-06-302026-08-07

O REALTY INCOME CORP5.8K shares0.05%2026-06-302026-08-07

DHR DANAHER CORP DEL1.9K shares-1.69%2026-06-302026-08-07

ROAD CONSTRUCTION PARTNERS INC3.0K shares4.13%2026-06-302026-08-07

ADOBE INC ADOBE INC1.7K shares-9.73%2026-06-302026-08-07

IVW ISHARES TR2.5K shares0.12%2026-06-302026-08-07

MELI MERCADOLIBRE INC201 shares0.50%2026-06-302026-08-07

EFA ISHARES TR3.2K shares0.12%2026-06-302026-08-07

Sponsored

DIS DISNEY WALT CO3.5K shares-2.86%2026-06-302026-08-07

TXN TEXAS INSTRS INC1.1K shares2.46%2026-06-302026-08-07

SCHV SCHWAB STRATEGIC TR9.6K shares-0.33%2026-06-302026-08-07

DFUS DIMENSIONAL ETF TRUST4.1K shares0.00%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.4.6K shares1.94%2026-06-302026-08-07

MTB M & T BK CORP1.4K shares0.58%2026-06-302026-08-07

HWM HOWMET AEROSPACE INC1.2K shares-3.64%2026-06-302026-08-07

OXY OCCIDENTAL PETE CORP6.7K shares0.13%2026-06-302026-08-07

Sponsored

VZ VERIZON COMMUNICATIONS INC7.7K shares-2.44%2026-06-302026-08-07

VCIT VANGUARD SCOTTSDALE FDS3.9K shares1.04%2026-06-302026-08-07

TGT TARGET CORP2.5K shares-4.32%2026-06-302026-08-07

MO ALTRIA GROUP INC4.4K shares1.09%2026-06-302026-08-07

ASTRAZENECA PLC ASTRAZENECA PLC1.6K shares0.00%2026-06-302026-08-07

UHAL.B U HAUL HOLDING COMPANY5.4K shares0.00%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO5.4K shares6.29%2026-06-302026-08-07

CFA VICTORY PORTFOLIOS II3.1K shares-41.13%2026-06-302026-08-07

Sponsored

TMUS T-MOBILE US INC1.8K shares-2.79%2026-06-302026-08-07

USMV ISHARES TR3.0K shares0.23%2026-06-302026-08-07

GILD GILEAD SCIENCES INC2.3K shares18.50%2026-06-302026-08-07

WDC WESTERN DIGITAL CORP449 shares-53.13%2026-06-302026-08-07

SLV ISHARES SILVER TR5.3K shares1.73%2026-06-302026-08-07

DON WISDOMTREE TR5.0K shares0.00%2026-06-302026-08-07

CVS CVS HEALTH CORP2.7K sharesnew addition2026-06-302026-08-07

STRL STERLING INFRASTRUCTURE INC329 sharesnew addition2026-06-302026-08-07

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE5.6K sharesnew addition2026-06-302026-08-07

PNC PNC FINL SVCS GROUP INC1.1K shares0.63%2026-06-302026-08-07

PNW PINNACLE WEST CAP CORP2.6K shares0.91%2026-06-302026-08-07

COR CENCORA INC956 shares0.10%2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED779 shares-4.88%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC554 sharesnew addition2026-06-302026-08-07

FBTC FIDELITY WISE ORIGIN BITCOIN5.2K shares-1.00%2026-06-302026-08-07

TRGP TARGA RES CORP969 shares0.10%2026-06-302026-08-07

Sponsored

MINT PIMCO ETF TR2.5K shares3.06%2026-06-302026-08-07

PGR PROGRESSIVE CORP1.2K shares-1.11%2026-06-302026-08-07

ALKS ALKERMES PLC4.8K sharesnew addition2026-06-302026-08-07

TDG TRANSDIGM GROUP INC185 shares-0.54%2026-06-302026-08-07

CME CME GROUP INC1.1K shares-1.16%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS862 shares-2.49%2026-06-302026-08-07

T AT&T INC11.7K shares-0.81%2026-06-302026-08-07

ETR ENTERGY CORP NEW2.1K shares0.53%2026-06-302026-08-07

Sponsored

WPM WHEATON PRECIOUS METALS CORP2.1K sharesnew addition2026-06-302026-08-07

VRTX VERTEX PHARMACEUTICALS INC477 shares2.14%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS3.3K shares0.55%2026-06-302026-08-07

DFUV DIMENSIONAL ETF TRUST4.2K shares0.00%2026-06-302026-08-07

DFAT DIMENSIONAL ETF TRUST3.3K shares0.00%2026-06-302026-08-07

DFAS DIMENSIONAL ETF TRUST2.7K sharesnew addition2026-06-302026-08-07

PHM PULTE GROUP INC1.6K sharesnew addition2026-06-302026-08-07

KMI KINDER MORGAN INC DEL6.8K sharesnew addition2026-06-302026-08-07

Sponsored

BIL SPDR SERIES TRUST2.4K shares0.90%2026-06-302026-08-07

RBC RBC BEARINGS INC331 sharesnew addition2026-06-302026-08-07

ENB ENBRIDGE INC3.9K shares-7.30%2026-06-302026-08-07

ETN EATON CORP PLC494 sharesnew addition2026-06-302026-08-07

OEF ISHARES TR575 sharesnew addition2026-06-302026-08-07

VO VANGUARD INDEX FDS2.5K sharesnew addition2026-06-302026-08-07

VLY VALLEY NATL BANCORP13.4K shares0.91%2026-06-302026-08-07

F FORD MTR CO14.1K shares1.13%2026-06-302026-08-07

Sponsored

ACIC AMERICAN COASTAL INS CORP11.1K shares0.00%2026-06-302026-08-07

MPW MEDICAL PROPERTIES TRUST INC15.8K shares0.09%2026-06-302026-08-07

ISHARES TR

2.27%

Shares91.0K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

524.52%

Shares466.7K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

-1.92%

Shares131.0K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-12.23%

Shares85.5K

Event2026-06-30

Filed2026-08-07

ISHARES TR

4.82%

Shares239.3K

Event2026-06-30

Filed2026-08-07

VFLO

VICTORY PORTFOLIOS II

3.95%

Shares484.5K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

0.42%

Shares32.2K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

4.76%

Shares72.2K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-12.04%

Shares46.3K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

1.23%

Shares67.8K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-6.75%

Shares39.0K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

5.63%

Shares177.8K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-3.90%

Shares35.7K

Event2026-06-30

Filed2026-08-07

COWZ

PACER FDS TR

-1.85%

Shares204.7K

Event2026-06-30

Filed2026-08-07

FENI

FIDELITY COVINGTON TRUST

21.77%

Shares281.2K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

3.99%

Shares74.4K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-0.47%

Shares83.6K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

0.70%

Shares25.7K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-2.04%

Shares20.1K

Event2026-06-30

Filed2026-08-07

FNDA

SCHWAB STRATEGIC TR

-0.43%

Shares185.6K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

0.26%

Shares7.4K

Event2026-06-30

Filed2026-08-07

FESM

FIDELITY COVINGTON TRUST

17.42%

Shares140.5K

Event2026-06-30

Filed2026-08-07

COWG

PACER FDS TR

-2.45%

Shares164.7K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares173.4K

Event2026-06-30

Filed2026-08-07

BLACKSTONE INC

0.22%

Shares47.8K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

4.85%

Shares7.6K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.40%

Shares11.0K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-30.68%

Shares14.4K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

-0.89%

Shares142.3K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

-1.81%

Shares47.1K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

9.30%

Shares3.7K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-5.67%

Shares11.9K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

0.82%

Shares5.8K

Event2026-06-30

Filed2026-08-07

SPGP

INVESCO EXCHANGE TRADED FD T

-1.49%

Shares34.0K

Event2026-06-30

Filed2026-08-07

NOBL

PROSHARES TR

90.80%

Shares72.3K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-0.17%

Shares5.3K

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL

-37.16%

Shares4.1K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

-2.38%

Shares18.4K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

0.80%

Shares33.0K

Event2026-06-30

Filed2026-08-07

USHY

ISHARES TR

0.62%

Shares98.4K

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

0.24%

Shares39.2K

Event2026-06-30

Filed2026-08-07

VTC

VANGUARD SCOTTSDALE FDS

-4.58%

Shares42.8K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

-0.49%

Shares8.7K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

7.41%

Shares3.1K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

779.98%

Shares19.8K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY MERRIMACK STR TR

11.44%

Shares68.3K

Event2026-06-30

Filed2026-08-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

New

Shares54.7K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

-44.65%

Shares2.4K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

0.15%

Shares10.6K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

1.22%

Shares2.5K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-2.19%

Shares33.8K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

9.64%

Shares3.5K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

0.86%

Shares18.4K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

3.08%

Shares6.7K

Event2026-06-30

Filed2026-08-07

VISA INC

-2.49%

Shares7.1K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

-1.25%

Shares3.1K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

-6.00%

Shares8.5K

Event2026-06-30

Filed2026-08-07

XLP

SELECT SECTOR SPDR TR

New

Shares26.8K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

1.23%

Shares13.2K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-3.14%

Shares8.7K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

-0.34%

Shares25.0K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

1.79%

Shares32.5K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

537.21%

Shares6.1K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

-17.70%

Shares4.1K

Event2026-06-30

Filed2026-08-07

APOLLO GLOBAL MGMT INC

0.20%

Shares14.1K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

9.03%

Shares2.9K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

21.99%

Shares1.3K

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

0.02%

Shares5.9K

Event2026-06-30

Filed2026-08-07

SYY

SYSCO CORP

-3.08%

Shares18.8K

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

-0.90%

Shares3.0K

Event2026-06-30

Filed2026-08-07

BKLN

INVESCO EXCH TRADED FD TR II

12.36%

Shares73.2K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

2.34%

Shares7.6K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

1.79%

Shares9.7K

Event2026-06-30

Filed2026-08-07

ARES CAPITAL CORP

-9.00%

Shares76.7K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

-3.73%

Shares2.8K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

-3.26%

Shares10.7K

Event2026-06-30

Filed2026-08-07

WMB

WILLIAMS COS INC

2.50%

Shares18.1K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

1.39%

Shares3.2K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-23.46%

Shares11.4K

Event2026-06-30

Filed2026-08-07

GLOBE LIFE INC

0.03%

Shares7.3K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

2.78%

Shares3.8K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

9.10%

Shares2.4K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

0.57%

Shares2.1K

Event2026-06-30

Filed2026-08-07

ORLY

OREILLY AUTOMOTIVE INC

1.17%

Shares13.1K

Event2026-06-30

Filed2026-08-07

LQD

ISHARES TR

-12.85%

Shares10.7K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

-2.24%

Shares2.7K

Event2026-06-30

Filed2026-08-07

REGIONS FINANCIAL CORP NEW

-2.04%

Shares38.0K

Event2026-06-30

Filed2026-08-07

BGIG

ETF SER SOLUTIONS

-0.34%

Shares31.6K

Event2026-06-30

Filed2026-08-07

SELECT SECTOR SPDR TR

New

Shares24.8K

Event2026-06-30

Filed2026-08-07

ROK

ROCKWELL AUTOMATION INC

-1.19%

Shares2.2K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

0.49%

Shares7.7K

Event2026-06-30

Filed2026-08-07

VMC

VULCAN MATLS CO

2.82%

Shares3.7K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

0.81%

Shares5.1K

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

0.25%

Shares3.1K

Event2026-06-30

Filed2026-08-07

CHD

CHURCH & DWIGHT CO INC

-0.05%

Shares10.5K

Event2026-06-30

Filed2026-08-07

BXSL

BLACKSTONE SECD LENDING FD

-16.10%

Shares42.8K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

1.00%

Shares8.0K

Event2026-06-30

Filed2026-08-07

FNDB

SCHWAB STRATEGIC TR

1.13%

Shares32.6K

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

360.58%

Shares18.7K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

0.74%

Shares9.4K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

0.07%

Shares11.6K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

-16.58%

Shares11.8K

Event2026-06-30

Filed2026-08-07

EOG

EOG RES INC

0.16%

Shares7.4K

Event2026-06-30

Filed2026-08-07

AKRE

PROFESIONALLY MANAGED PORTFO

-4.25%

Shares16.9K

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHN CORP

-0.45%

Shares2.8K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

-5.81%

Shares9.8K

Event2026-06-30

Filed2026-08-07

SHOP

SHOPIFY INC

0.26%

Shares7.7K

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

-0.52%

Shares15.2K

Event2026-06-30

Filed2026-08-07

LHX

L3HARRIS TECHNOLOGIES INC

1.39%

Shares3.0K

Event2026-06-30

Filed2026-08-07

LAMR

LAMAR ADVERTISING CO

0.30%

Shares5.4K

Event2026-06-30

Filed2026-08-07

XLY

SELECT SECTOR SPDR TR

New

Shares7.1K

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HOLDINGS INC

2377.13%

Shares4.7K

Event2026-06-30

Filed2026-08-07

FREEPORT MCMORAN INC

-0.97%

Shares13.1K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

-0.66%

Shares7.4K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

0.49%

Shares2.3K

Event2026-06-30

Filed2026-08-07

SNDK

SANDISK CORP

New

Shares319

Event2026-06-30

Filed2026-08-07

AMERIPRISE FINL INC

0.26%

Shares1.6K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

0.25%

Shares4.3K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

-1.63%

Shares3.2K

Event2026-06-30

Filed2026-08-07

VANGUARD SCOTTSDALE FDS

-2.02%

Shares5.6K

Event2026-06-30

Filed2026-08-07

KOP

KOPPERS HOLDINGS INC

0.00%

Shares15.1K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

0.13%

Shares14.1K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

0.14%

Shares3.5K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

4.63%

Shares4.4K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares4.7K

Event2026-06-30

Filed2026-08-07

ICSH

ISHARES TR

64.36%

Shares13.0K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

0.19%

Shares4.3K

Event2026-06-30

Filed2026-08-07

LABCORP HOLDINGS INC

0.27%

Shares2.2K

Event2026-06-30

Filed2026-08-07

ATR

APTARGROUP INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

-11.54%

Shares3.4K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

-1.90%

Shares7.4K

Event2026-06-30

Filed2026-08-07

GOVT

ISHARES TR

-10.84%

Shares26.8K

Event2026-06-30

Filed2026-08-07

FANG

DIAMONDBACK ENERGY INC

-2.23%

Shares3.5K

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

51.68%

Shares12.0K

Event2026-06-30

Filed2026-08-07

NUE

NUCOR CORP

1.62%

Shares2.7K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

1.25%

Shares3.2K

Event2026-06-30

Filed2026-08-07

XLB

SELECT SECTOR SPDR TR

New

Shares11.3K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

-0.09%

Shares6.4K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

-1.42%

Shares555

Event2026-06-30

Filed2026-08-07

COLGATE PALMOLIVE CO

-19.29%

Shares5.7K

Event2026-06-30

Filed2026-08-07

BLOOM ENERGY CORP

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

-3.32%

Shares6.7K

Event2026-06-30

Filed2026-08-07

MNST

MONSTER BEVERAGE CORP NEW

9.65%

Shares5.2K

Event2026-06-30

Filed2026-08-07

DEERE & CO

1.04%

Shares777

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

327.55%

Shares3.9K

Event2026-06-30

Filed2026-08-07

SFBS

SERVISFIRST BANCSHARES INC

-15.02%

Shares5.5K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-8.06%

Shares913

Event2026-06-30

Filed2026-08-07

JOHNSON CONTROLS INTERNATION

0.16%

Shares3.2K

Event2026-06-30

Filed2026-08-07

BOXX

EA SERIES TRUST

120.83%

Shares4.0K

Event2026-06-30

Filed2026-08-07

VONE

VANGUARD SCOTTSDALE FDS

0.29%

Shares1.4K

Event2026-06-30

Filed2026-08-07

HCA

HCA HEALTHCARE INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

4.83%

Shares1.1K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

-1.97%

Shares1.6K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

1.12%

Shares453

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

SHW

SHERWIN WILLIAMS CO

-16.18%

Shares1.3K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

0.09%

Shares3.2K

Event2026-06-30

Filed2026-08-07

MAA

MID-AMER APT CMNTYS INC

-0.91%

Shares2.9K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

0.41%

Shares3.0K

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

RGA

REINSURANCE GROUP AMER INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

1.42%

Shares2.4K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

6.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

TEL

TE CONNECTIVITY PLC

0.37%

Shares1.9K

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP

2.16%

Shares2.2K

Event2026-06-30

Filed2026-08-07

GTN

GRAY MEDIA INC

0.51%

Shares94.8K

Event2026-06-30

Filed2026-08-07

ANET

ARISTA NETWORKS INC

-66.04%

Shares2.2K

Event2026-06-30

Filed2026-08-07

EBAY

EBAY INC.

0.24%

Shares3.3K

Event2026-06-30

Filed2026-08-07

REALTY INCOME CORP

0.05%

Shares5.8K

Event2026-06-30

Filed2026-08-07

DHR

DANAHER CORP DEL

-1.69%

Shares1.9K

Event2026-06-30

Filed2026-08-07

ROAD

CONSTRUCTION PARTNERS INC

4.13%

Shares3.0K

Event2026-06-30

Filed2026-08-07

ADOBE INC

-9.73%

Shares1.7K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

0.12%

Shares2.5K

Event2026-06-30

Filed2026-08-07

MELI

MERCADOLIBRE INC

0.50%

Shares201

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

0.12%

Shares3.2K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

-2.86%

Shares3.5K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

2.46%

Shares1.1K

Event2026-06-30

Filed2026-08-07

SCHV

SCHWAB STRATEGIC TR

-0.33%

Shares9.6K

Event2026-06-30

Filed2026-08-07

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

1.94%

Shares4.6K

Event2026-06-30

Filed2026-08-07

MTB

M & T BK CORP

0.58%

Shares1.4K

Event2026-06-30

Filed2026-08-07

HWM

HOWMET AEROSPACE INC

-3.64%

Shares1.2K

Event2026-06-30

Filed2026-08-07

OXY

OCCIDENTAL PETE CORP

0.13%

Shares6.7K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-2.44%

Shares7.7K

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

1.04%

Shares3.9K

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

-4.32%

Shares2.5K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

1.09%

Shares4.4K

Event2026-06-30

Filed2026-08-07

ASTRAZENECA PLC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

UHAL.B

U HAUL HOLDING COMPANY

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

6.29%

Shares5.4K

Event2026-06-30

Filed2026-08-07

CFA

VICTORY PORTFOLIOS II

-41.13%

Shares3.1K

Event2026-06-30

Filed2026-08-07

TMUS

T-MOBILE US INC

-2.79%

Shares1.8K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

0.23%

Shares3.0K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

18.50%

Shares2.3K

Event2026-06-30

Filed2026-08-07

WDC

WESTERN DIGITAL CORP

-53.13%

Shares449

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TR

1.73%

Shares5.3K

Event2026-06-30

Filed2026-08-07

DON

WISDOMTREE TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

CVS

CVS HEALTH CORP

New

Shares2.7K

Event2026-06-30

Filed2026-08-07

STRL

STERLING INFRASTRUCTURE INC

New

Shares329

Event2026-06-30

Filed2026-08-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares5.6K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINL SVCS GROUP INC

0.63%

Shares1.1K

Event2026-06-30

Filed2026-08-07

PNW

PINNACLE WEST CAP CORP

0.91%

Shares2.6K

Event2026-06-30

Filed2026-08-07

COR

CENCORA INC

0.10%

Shares956

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

-4.88%

Shares779

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares554

Event2026-06-30

Filed2026-08-07

FBTC

FIDELITY WISE ORIGIN BITCOIN

-1.00%

Shares5.2K

Event2026-06-30

Filed2026-08-07

TRGP

TARGA RES CORP

0.10%

Shares969

Event2026-06-30

Filed2026-08-07

MINT

PIMCO ETF TR

3.06%

Shares2.5K

Event2026-06-30

Filed2026-08-07

PGR

PROGRESSIVE CORP

-1.11%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ALKS

ALKERMES PLC

New

Shares4.8K

Event2026-06-30

Filed2026-08-07

TDG

TRANSDIGM GROUP INC

-0.54%

Shares185

Event2026-06-30

Filed2026-08-07

CME

CME GROUP INC

-1.16%

Shares1.1K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

-2.49%

Shares862

Event2026-06-30

Filed2026-08-07

AT&T INC

-0.81%

Shares11.7K

Event2026-06-30

Filed2026-08-07

ETR

ENTERGY CORP NEW

0.53%

Shares2.1K

Event2026-06-30

Filed2026-08-07

WPM

WHEATON PRECIOUS METALS CORP

New

Shares2.1K

Event2026-06-30

Filed2026-08-07

VRTX

VERTEX PHARMACEUTICALS INC

2.14%

Shares477

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

0.55%

Shares3.3K

Event2026-06-30

Filed2026-08-07

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-07

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-07

DFAS

DIMENSIONAL ETF TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-08-07

PHM

PULTE GROUP INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

New

Shares6.8K

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

0.90%

Shares2.4K

Event2026-06-30

Filed2026-08-07

RBC

RBC BEARINGS INC

New

Shares331

Event2026-06-30

Filed2026-08-07

ENB

ENBRIDGE INC

-7.30%

Shares3.9K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

New

Shares494

Event2026-06-30

Filed2026-08-07

OEF

ISHARES TR

New

Shares575

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

New

Shares2.5K

Event2026-06-30

Filed2026-08-07

VLY

VALLEY NATL BANCORP

0.91%

Shares13.4K

Event2026-06-30

Filed2026-08-07

FORD MTR CO

1.13%

Shares14.1K

Event2026-06-30

Filed2026-08-07

ACIC

AMERICAN COASTAL INS CORP

0.00%

Shares11.1K

Event2026-06-30

Filed2026-08-07

MPW

MEDICAL PROPERTIES TRUST INC

0.09%

Shares15.8K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available