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The Analysis of MassMutual Private Wealth & Trust, FSB's Holdings & P&L

Currently, MassMutual Private Wealth & Trust, FSB holds 2444 types of securities in its portfolio with a total value $3.9B. In the most recent quarter, they have increased their positions in VO (+1.3M shares, valued at $102.9M), VGT (+304.1K shares, valued at $36.3M), BKNG (+138.8K shares, valued at $24.7M); decreased their positions in VNQ (-168.6K shares, valued at $16.3M), NVDA (-65.3K shares, valued at $13.1M), GOOGL (-25.1K shares, valued at $9.0M); initiated new positions in N/A (+42.3K shares, valued at $9.5M), N/A (+42.3K shares, valued at $9.4M), HGER (+61.6K shares, valued at $1.8M).

1M P&L

+113.5M+3.75%

3M P&L

+97.8M+3.22%

HY P&L

-411.0M-11.58%

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

32.6%

2Semiconductors237.0M

7.6%

3Consumer Electronics186.0M

6.0%

Top Industries by Stock Count

1N/A255 stocks

11.6%

2Banks - Regional143 stocks

6.5%

3Biotechnology106 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc642.9K shares-4.18%2026-06-302026-07-02

NVDA NVIDIA Corp920.1K shares-6.63%2026-06-302026-07-02

VO Vanguard Mid-Cap ETF1.8M shares248.28%2026-06-302026-07-02

MSFT Microsoft Corp363.8K shares-1.45%2026-06-302026-07-02

VEA Vanguard FTSE Developed Markets ETF1.5M shares-1.97%2026-06-302026-07-02

AMZN Amazon.com Inc430.8K shares-3.61%2026-06-302026-07-02

GOOGL Alphabet Inc279.4K shares-8.25%2026-06-302026-07-02

JPMorgan Chase & Co JPMorgan Chase & Co263.6K shares2.21%2026-06-302026-07-02

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Broadcom INC Broadcom INC213.4K shares-0.93%2026-06-302026-07-02

GOOG Alphabet Inc213.5K shares-3.33%2026-06-302026-07-02

Cisco Systems Inc Cisco Systems Inc510.6K shares-3.56%2026-06-302026-07-02

EFA iShares MSCI EAFE ETF574.8K shares-5.35%2026-06-302026-07-02

DFAS Dimensional US Small Cap ETF719.3K shares-2.19%2026-06-302026-07-02

Meta Platforms Inc Meta Platforms Inc101.1K shares1.74%2026-06-302026-07-02

IJH iShares Core S&P Mid-Cap ETF659.4K shares-6.98%2026-06-302026-07-02

Visa Inc Visa Inc145.6K shares-1.74%2026-06-302026-07-02

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BRK.B Berkshire Hathaway Inc96.1K shares6.33%2026-06-302026-07-02

CVX Chevron Corp275.6K shares-3.47%2026-06-302026-07-02

JNJ Johnson & Johnson178.3K shares-3.73%2026-06-302026-07-02

CAT Caterpillar Inc42.5K shares-11.75%2026-06-302026-07-02

VGT Vanguard Information Technology ETF351.4K shares642.85%2026-06-302026-07-02

AbbVie INC AbbVie INC164.3K shares-2.28%2026-06-302026-07-02

HD Home Depot Inc/The116.8K shares-1.24%2026-06-302026-07-02

SCHO Schwab Short-Term U.S. Treasury ETF1.7M shares48.15%2026-06-302026-07-02

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RTX Corp RTX Corp207.9K shares-4.81%2026-06-302026-07-02

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF405.1K shares6.95%2026-06-302026-07-02

IJR iShares Core S&P Small-Cap ETF262.9K shares-4.65%2026-06-302026-07-02

WMT Walmart Inc339.5K shares-4.45%2026-06-302026-07-02

MDY SPDR S&P MidCap 400 ETF Trust54.2K shares-4.94%2026-06-302026-07-02

PG Procter & Gamble CO/THE254.8K shares-3.17%2026-06-302026-07-02

BAC Bank of America Corp620.0K shares-4.17%2026-06-302026-07-02

MCD McDonald's CORP126.3K shares0.70%2026-06-302026-07-02

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PANW Palo Alto Networks Inc99.0K shares1.30%2026-06-302026-07-02

LLY Eli Lilly & Co27.3K shares-2.48%2026-06-302026-07-02

Chubb Ltd Chubb Ltd92.6K shares-3.43%2026-06-302026-07-02

Ameriprise Financial Inc Ameriprise Financial Inc68.4K shares-2.13%2026-06-302026-07-02

VGSH Vanguard Short-Term Treasury ETF493.7K shares-1.46%2026-06-302026-07-02

TMO Thermo Fisher Scientific Inc52.1K shares-1.97%2026-06-302026-07-02

NextEra Energy Inc NextEra Energy Inc296.8K shares-2.44%2026-06-302026-07-02

ECL Ecolab Inc93.3K shares-1.75%2026-06-302026-07-02

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BKNG Booking Holdings Inc144.8K shares2340.51%2026-06-302026-07-02

AVEM Avantis Emerging Markets Equity ETF257.8K shares1.17%2026-06-302026-07-02

ORLY O'Reilly Automotive Inc263.7K shares-4.81%2026-06-302026-07-02

Exxon Mobil Corp Exxon Mobil Corp168.0K shares-1.05%2026-06-302026-07-02

IEMG iShares Core MSCI Emerging Markets ETF276.4K shares-7.06%2026-06-302026-07-02

LECO Lincoln Electric Holdings Inc82.5K shares-4.06%2026-06-302026-07-02

ETN Eaton Corp PLC48.9K shares-2.53%2026-06-302026-07-02

SYK Stryker CORP65.9K shares-4.61%2026-06-302026-07-02

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PEP PepsiCo Inc146.9K shares-3.88%2026-06-302026-07-02

VZ Verizon Communications Inc461.4K shares-1.56%2026-06-302026-07-02

MRK Merck & Co Inc150.8K shares-2.25%2026-06-302026-07-02

iShares Core S&P 500 ETF iShares Core S&P 500 ETF25.4K shares1.14%2026-06-302026-07-02

VCSH Vanguard Short-Term Corporate Bond ETF235.8K shares0.71%2026-06-302026-07-02

LHX L3Harris Technologies Inc61.2K shares-4.27%2026-06-302026-07-02

VWO Vanguard FTSE Emerging Markets ETF291.6K shares-3.14%2026-06-302026-07-02

TSLA Tesla Inc38.8K shares-2.25%2026-06-302026-07-02

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BLK BlackRock Inc16.6K shares-3.59%2026-06-302026-07-02

MRVL Marvell Technology Inc52.8K shares-8.86%2026-06-302026-07-02

UNP Union Pacific Corp56.5K shares0.33%2026-06-302026-07-02

Costco Wholesale Corp Costco Wholesale Corp15.9K shares0.50%2026-06-302026-07-02

CSL Carlisle Cos Inc39.7K shares3.01%2026-06-302026-07-02

VFH Vanguard Financials ETF108.6K shares-2.08%2026-06-302026-07-02

VRTX Vertex Pharmaceuticals Inc28.4K shares-1.19%2026-06-302026-07-02

AOS A O Smith Corp223.2K shares-3.04%2026-06-302026-07-02

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VGIT Vanguard Intermediate-Term Treasury ETF236.2K shares-0.86%2026-06-302026-07-02

GS Goldman Sachs Group Inc/The13.6K shares-8.30%2026-06-302026-07-02

MS Morgan Stanley64.1K shares-7.55%2026-06-302026-07-02

XYL Xylem Inc/NY109.3K shares-2.38%2026-06-302026-07-02

RMD ResMed Inc65.1K shares-2.43%2026-06-302026-07-02

VanEck Gold Miners ETF/USA VanEck Gold Miners ETF/USA159.1K shares-10.19%2026-06-302026-07-02

VHT Vanguard Health Care ETF40.0K shares-0.27%2026-06-302026-07-02

VIS Vanguard Industrials ETF31.9K shares-0.54%2026-06-302026-07-02

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VCIT Vanguard Intermediate-Term Corporate Bond ETF137.5K shares-0.05%2026-06-302026-07-02

VCR Vanguard Consumer Discretionary ETF28.5K shares-2.17%2026-06-302026-07-02

MMIT NYLI MacKay Muni Intermediate ETF459.5K shares3.13%2026-06-302026-07-02

AMD Advanced Micro Devices Inc18.7K shares99.14%2026-06-302026-07-02

LMT Lockheed Martin Corp21.2K shares6.92%2026-06-302026-07-02

ROP Roper Technologies Inc31.7K shares-4.31%2026-06-302026-07-02

VBK Vanguard Small-Cap Growth ETF29.3K shares-5.53%2026-06-302026-07-02

Medtronic PLC Medtronic PLC130.4K shares8.35%2026-06-302026-07-02

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QCOM Qualcomm Inc54.9K shares-3.60%2026-06-302026-07-02

Waste Management Inc Waste Management Inc44.5K shares-3.23%2026-06-302026-07-02

VOX Vanguard Communication Services ETF53.5K shares-1.47%2026-06-302026-07-02

VMBS Vanguard Mortgage-Backed Securities ETF203.5K shares-0.48%2026-06-302026-07-02

Honeywell International Inc Honeywell International Inc42.3K sharesnew addition2026-06-302026-07-02

NOC Northrop Grumman Corp18.4K shares-1.11%2026-06-302026-07-02

Honeywell Aerospace Inc Honeywell Aerospace Inc42.3K sharesnew addition2026-06-302026-07-02

State Street SPDR S&P 500 ETF Trust State Street SPDR S&P 500 ETF Trust12.5K shares-8.63%2026-06-302026-07-02

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BBUS JPMorgan BetaBuilders US Equity ETF68.2K shares-8.68%2026-06-302026-07-02

VOE Vanguard Mid-Cap Value ETF45.3K shares-14.90%2026-06-302026-07-02

DHR Danaher Corp46.5K shares1.44%2026-06-302026-07-02

KO Coca-Cola Co/The106.7K shares-6.65%2026-06-302026-07-02

BX Blackstone Inc72.6K shares31.46%2026-06-302026-07-02

PNC PNC Financial Services Group Inc/The34.7K shares-0.23%2026-06-302026-07-02

ServiceNow Inc ServiceNow Inc83.0K shares0.23%2026-06-302026-07-02

Crowdstrike Holdings Inc Crowdstrike Holdings Inc10.6K shares-3.84%2026-06-302026-07-02

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ETR Entergy Corp70.0K shares-6.12%2026-06-302026-07-02

Applied Materials Inc Applied Materials Inc10.7K shares57.58%2026-06-302026-07-02

AEP American Electric Power Co Inc56.3K shares-0.28%2026-06-302026-07-02

VOT Vanguard Mid-Cap Growth ETF24.7K shares-9.91%2026-06-302026-07-02

TEL TE Connectivity PLC37.5K shares-1.12%2026-06-302026-07-02

VLO Valero Energy Corp28.8K shares-5.63%2026-06-302026-07-02

WCC WESCO International Inc21.1K shares-6.30%2026-06-302026-07-02

CMI Cummins Inc10.0K shares1.89%2026-06-302026-07-02

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EMR Emerson Electric Co49.8K shares-3.29%2026-06-302026-07-02

Microchip Technology Inc Microchip Technology Inc75.4K shares-5.02%2026-06-302026-07-02

WMB Williams Cos Inc/The92.0K shares-1.94%2026-06-302026-07-02

Southern Co/The Southern Co/The70.0K shares-2.48%2026-06-302026-07-02

BIV Vanguard Intermediate-Term Bond ETF87.0K shares3.72%2026-06-302026-07-02

ENB Enbridge Inc121.5K shares-0.85%2026-06-302026-07-02

BLV Vanguard Long-Term Bond ETF95.3K shares0.48%2026-06-302026-07-02

COP ConocoPhillips62.2K shares-1.70%2026-06-302026-07-02

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VBR Vanguard Small-Cap Value ETF26.3K shares-6.01%2026-06-302026-07-02

MO Altria Group Inc88.3K shares-1.59%2026-06-302026-07-02

PRU Prudential Financial Inc58.1K shares-2.79%2026-06-302026-07-02

PFF iShares Preferred and Income Securities ETF205.6K shares-1.39%2026-06-302026-07-02

APD Air Products and Chemicals Inc21.1K shares84.09%2026-06-302026-07-02

REGN Regeneron Pharmaceuticals Inc9.6K shares-12.95%2026-06-302026-07-02

CDNS Cadence Design Systems INC15.8K shares16.58%2026-06-302026-07-02

IBM International Business Machines Corp21.0K shares-2.20%2026-06-302026-07-02

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MSI Motorola Solutions Inc14.0K shares-5.44%2026-06-302026-07-02

GLW Corning Inc22.3K shares-9.73%2026-06-302026-07-02

FITB Fifth Third Bancorp100.8K shares-0.87%2026-06-302026-07-02

CRM Salesforce Inc36.2K shares-3.38%2026-06-302026-07-02

LRCX Lam Research Corp12.9K shares199.79%2026-06-302026-07-02

USB US Bancorp91.1K shares-4.16%2026-06-302026-07-02

PM Philip Morris International Inc30.3K shares-2.91%2026-06-302026-07-02

VDC Vanguard Consumer Staples ETF24.1K shares-0.80%2026-06-302026-07-02

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VOO Vanguard S&P 500 ETF7.9K shares-2.96%2026-06-302026-07-02

INTC Intel Corp38.6K shares128.65%2026-06-302026-07-02

Mastercard Inc Mastercard Inc10.1K shares-5.33%2026-06-302026-07-02

WCN Waste Connections Inc31.0K shares-6.68%2026-06-302026-07-02

MU Micron Technology Inc4.4K shares6.09%2026-06-302026-07-02

SBUX Starbucks Corp48.4K shares-2.32%2026-06-302026-07-02

PLD Prologis Inc35.2K shares-1.76%2026-06-302026-07-02

DLR Digital Realty Trust INC26.4K shares-1.45%2026-06-302026-07-02

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GVI iShares Intermediate Government/Credit Bond ETF43.6K shares3.54%2026-06-302026-07-02

BND Vanguard Total Bond Market ETF62.4K shares-0.40%2026-06-302026-07-02

QQQ Invesco QQQ Trust Series 16.2K shares198.12%2026-06-302026-07-02

S&P Global Inc S&P Global Inc11.2K shares-6.61%2026-06-302026-07-02

ALL Allstate Corp/The18.8K shares-0.22%2026-06-302026-07-02

DE Deere & Co6.9K shares26.67%2026-06-302026-07-02

TIP iShares TIPS Bond ETF39.8K shares-2.53%2026-06-302026-07-02

ABT Abbott Laboratories47.7K shares-8.81%2026-06-302026-07-02

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PAYX Paychex Inc43.5K shares-7.38%2026-06-302026-07-02

DGX Quest Diagnostics Inc20.1K shares-1.41%2026-06-302026-07-02

VDE Vanguard Energy ETF27.2K shares2.91%2026-06-302026-07-02

ACWI iShares MSCI ACWI ETF25.8K shares-1.51%2026-06-302026-07-02

Palantir Technologies Inc Palantir Technologies Inc33.9K shares147.46%2026-06-302026-07-02

MAR Marriott International Inc/MD10.3K shares-3.35%2026-06-302026-07-02

JBND JPMorgan Active Bond ETF70.5K shares44.32%2026-06-302026-07-02

BK Bank of New York Mellon Corp/The24.7K shares-0.93%2026-06-302026-07-02

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CME CME Group Inc16.0K shares-2.10%2026-06-302026-07-02

Adobe Inc Adobe Inc17.2K shares-6.15%2026-06-302026-07-02

JCPB JPMorgan Core Plus Bond ETF73.9K shares-2.30%2026-06-302026-07-02

HBAN Huntington Bancshares Inc/OH195.2K shares0.28%2026-06-302026-07-02

SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF112.8K shares7.95%2026-06-302026-07-02

TC Energy Corp TC Energy Corp51.0K shares-2.53%2026-06-302026-07-02

GD General Dynamics Corp9.5K shares-3.29%2026-06-302026-07-02

AMT American Tower Corp20.4K shares-0.75%2026-06-302026-07-02

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Oracle CORP Oracle CORP22.3K shares24.61%2026-06-302026-07-02

VNQ Vanguard Real Estate ETF33.0K shares-83.63%2026-06-302026-07-02

SYY Sysco Corp38.0K shares-2.53%2026-06-302026-07-02

EZU iShares MSCI Eurozone ETF45.1K shares-11.45%2026-06-302026-07-02

DIS Walt Disney Co/The32.3K shares-0.71%2026-06-302026-07-02

SCHD Schwab US Dividend Equity ETF97.4K shares1.13%2026-06-302026-07-02

TGT Target Corp23.5K shares-2.19%2026-06-302026-07-02

Netflix Inc Netflix Inc42.9K shares-0.53%2026-06-302026-07-02

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EEM iShares MSCI Emerging Markets ETF44.3K shares-7.64%2026-06-302026-07-02

INGR Ingredion Inc32.0K shares-2.03%2026-06-302026-07-02

DUK Duke Energy Corp23.6K shares0.76%2026-06-302026-07-02

FTV Fortive Corp47.7K shares-0.67%2026-06-302026-07-02

Vanguard Total Stock Market ETF Vanguard Total Stock Market ETF7.7K shares-29.83%2026-06-302026-07-02

Zoetis INC Zoetis INC39.7K shares0.29%2026-06-302026-07-02

PFE Pfizer Inc115.8K shares1.55%2026-06-302026-07-02

TFC Truist Financial Corp55.5K shares-1.23%2026-06-302026-07-02

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VB Vanguard Small-Cap ETF9.1K shares-1.25%2026-06-302026-07-02

EFIV State Street SPDR S&P 500 ESG ETF37.5K shares0.01%2026-06-302026-07-02

JIRE JPMorgan International Research Enhanced Equity ETF32.4K shares-1.71%2026-06-302026-07-02

VPU Vanguard Utilities ETF13.3K shares0.41%2026-06-302026-07-02

PREF Principal Spectrum Preferred Securities Active ETF134.8K shares-3.91%2026-06-302026-07-02

TMUS T-Mobile US INC15.1K shares23.92%2026-06-302026-07-02

ADI Analog Devices Inc6.4K shares-9.62%2026-06-302026-07-02

ICE Intercontinental Exchange Inc20.2K shares-20.13%2026-06-302026-07-02

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AXP American Express Co7.1K shares-2.54%2026-06-302026-07-02

AMGN Amgen Inc6.6K shares13.97%2026-06-302026-07-02

ROL Rollins Inc56.3K shares-22.41%2026-06-302026-07-02

SPHD Invesco S&P 500 High Dividend Low Volatility ETF44.7K shares-1.65%2026-06-302026-07-02

VAW Vanguard Materials ETF9.7K shares-0.47%2026-06-302026-07-02

GE GE Aerospace Com5.7K shares26.90%2026-06-302026-07-02

IWM iShares Russell 2000 ETF7.0K shares-4.89%2026-06-302026-07-02

TRMB Trimble Inc40.4K shares-6.05%2026-06-302026-07-02

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KLAC KLA Corp6.8K shares1281.39%2026-06-302026-07-02

UnitedHealth Group INC UnitedHealth Group INC4.9K shares5.94%2026-06-302026-07-02

PXH Invesco RAFI Emerging Markets ETF72.6K shares-1.62%2026-06-302026-07-02

XLK Technology Select Sector SPDR Fund10.5K shares4.88%2026-06-302026-07-02

COF Capital One Financial Corp9.6K shares-1.63%2026-06-302026-07-02

Travelers Cos Inc/The Travelers Cos Inc/The5.8K shares-0.03%2026-06-302026-07-02

WFC Wells Fargo & Co23.0K shares-3.11%2026-06-302026-07-02

PSA Public Storage5.7K shares-55.69%2026-06-302026-07-02

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TXN Texas Instruments Inc6.1K shares0.25%2026-06-302026-07-02

MNST Monster Beverage Corp18.8K shares-0.43%2026-06-302026-07-02

HGER Harbor Commodity All Weather Strategy ETF61.6K sharesnew addition2026-06-302026-07-02

SCHG Schwab U.S. Large-Cap Growth ETF52.9K shares-0.65%2026-06-302026-07-02

SNA Snap-on Inc4.4K shares-1.12%2026-06-302026-07-02

UBER Uber Technologies Inc24.3K shares-4.72%2026-06-302026-07-02

SLB SLB Ltd36.2K shares-20.32%2026-06-302026-07-02

LOW Lowe's Cos Inc7.6K shares-5.28%2026-06-302026-07-02

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IWR iShares Russell Mid-Cap ETF14.8K shares-19.38%2026-06-302026-07-02

HSY Hershey Co/The9.1K shares75.18%2026-06-302026-07-02

XMLV Invesco S&P MidCap Low Volatility ETF23.8K shares-1.61%2026-06-302026-07-02

iShares Core U.S. Aggregate Bond ETF iShares Core U.S. Aggregate Bond ETF15.7K shares-37.32%2026-06-302026-07-02

HAS Hasbro Inc18.8K shares-0.60%2026-06-302026-07-02

IAU iShares Gold Trust20.3K shares0.00%2026-06-302026-07-02

CMCSA Comcast Corp61.3K shares-9.22%2026-06-302026-07-02

JUSA JPMorgan US Research Enhanced Large Cap ETF22.3K sharesnew addition2026-06-302026-07-02

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URI United Rentals Inc1.3K shares4.26%2026-06-302026-07-02

SNDK Sandisk Corp645 shares0.00%2026-06-302026-07-02

SPLV Invesco S&P 500 Low Volatility ETF19.4K shares-1.62%2026-06-302026-07-02

ANET Arista Networks INC8.4K shares45.10%2026-06-302026-07-02

IJK iShares S&P Mid-Cap 400 Growth ETF12.1K shares-0.08%2026-06-302026-07-02

TJX TJX Cos Inc/The9.1K shares-7.08%2026-06-302026-07-02

GEV GE Vernova Inc1.2K shares-1.76%2026-06-302026-07-02

ILF iShares Latin America 40 ETF40.5K shares-11.17%2026-06-302026-07-02

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DVY iShares Select Dividend ETF8.6K shares-29.20%2026-06-302026-07-02

NEM Newmont Corp14.2K shares-1.53%2026-06-302026-07-02

SPVU Invesco S&P 500 Concentrated QVM ETF18.5K shares-1.63%2026-06-302026-07-02

EWJ iShares MSCI Japan ETF13.4K shares-10.85%2026-06-302026-07-02

Accenture PLC Accenture PLC10.0K shares-79.92%2026-06-302026-07-02

EWY iShares MSCI South Korea ETF6.1K shares-19.31%2026-06-302026-07-02

IWN iShares Russell 2000 Value ETF5.4K shares-4.72%2026-06-302026-07-02

ESGD iShares ESG Aware MSCI EAFE ETF11.6K shares-0.34%2026-06-302026-07-02

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C Citigroup Inc8.4K shares-0.42%2026-06-302026-07-02

IEI iShares 3-7 Year Treasury Bond ETF10.1K shares0.29%2026-06-302026-07-02

APH Amphenol Corp6.6K shares-4.21%2026-06-302026-07-02

ADX Adams Diversified Equity Fund Inc44.9K shares1.91%2026-06-302026-07-02

ROK Rockwell Automation Inc2.3K shares-11.71%2026-06-302026-07-02

LIN Linde PLC2.2K shares39.96%2026-06-302026-07-02

CTAS Cintas Corp6.7K shares-16.70%2026-06-302026-07-02

PGX Invesco Preferred ETF104.5K shares-1.61%2026-06-302026-07-02

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WDC Western Digital Corp1.8K shares-10.64%2026-06-302026-07-02

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF21.4K shares0.04%2026-06-302026-07-02

JAVA JPMorgan Active Value ETF13.8K shares-35.25%2026-06-302026-07-02

IWF iShares Russell 1000 Growth ETF8.8K shares297.64%2026-06-302026-07-02

KBWY Invesco KBW Premium Yield Equity REIT ETF58.4K shares-1.63%2026-06-302026-07-02

CCI Crown Castle Inc14.3K shares-7.81%2026-06-302026-07-02

O Realty Income Corp17.4K shares0.22%2026-06-302026-07-02

MUB iShares National Muni Bond ETF10.0K shares-0.31%2026-06-302026-07-02

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JGRO JPMorgan Active Growth ETF10.9K shares-40.03%2026-06-302026-07-02

XJH iShares ESG Select Screened S&P Mid-Cap ETF20.3K shares-3.59%2026-06-302026-07-02

IWB iShares Russell 1000 ETF2.6K shares-5.11%2026-06-302026-07-02

EOG EOG Resources Inc8.0K shares-40.65%2026-06-302026-07-02

MTB M&T Bank Corp4.3K shares-4.67%2026-06-302026-07-02

BSV Vanguard Short-Term Bond ETF13.1K shares-26.17%2026-06-302026-07-02

SCHV Schwab U.S. Large-Cap Value ETF29.2K shares3.95%2026-06-302026-07-02

Freeport-McMoRan Inc Freeport-McMoRan Inc15.5K shares220.63%2026-06-302026-07-02

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IJJ iShares S&P Mid-Cap 400 Value ETF6.6K shares-0.08%2026-06-302026-07-02

Alerian MLP ETF Alerian MLP ETF18.6K shares-1.63%2026-06-302026-07-02

VIG Vanguard Dividend Appreciation ETF4.0K shares-2.39%2026-06-302026-07-02

ESGE iShares ESG Aware MSCI EM ETF17.3K shares-3.40%2026-06-302026-07-02

IRM Iron Mountain Inc7.4K shares-0.67%2026-06-302026-07-02

BA Boeing Co/The4.3K shares-2.92%2026-06-302026-07-02

AFL Aflac Inc7.9K shares-6.92%2026-06-302026-07-02

SUB iShares Short-Term National Muni Bond ETF8.7K shares1.29%2026-06-302026-07-02

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Seagate Technology Holdings PLC Seagate Technology Holdings PLC944 shares-2.18%2026-06-302026-07-02

SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF27.2K shares-0.01%2026-06-302026-07-02

GILD Gilead Sciences Inc7.2K shares-0.36%2026-06-302026-07-02

JIVE JPMorgan International Value ETF9.5K shares15.94%2026-06-302026-07-02

JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF13.5K shares-15.72%2026-06-302026-07-02

PSX Phillips 664.7K shares0.85%2026-06-302026-07-02

XJR iShares ESG Select Screened S&P Small-Cap ETF14.7K shares-3.30%2026-06-302026-07-02

JGLO JPMorgan Global Select Equity ETF10.9K shares-54.84%2026-06-302026-07-02

Sponsored

EWC iShares MSCI Canada ETF13.2K shares-12.05%2026-06-302026-07-02

MTN Vail Resorts Inc5.6K shares19217.24%2026-06-302026-07-02

BRK.A Berkshire Hathaway Inc1 shares0.00%2026-06-302026-07-02

3M Co 3M Co4.5K shares-8.31%2026-06-302026-07-02

IEF iShares 7-10 Year Treasury Bond ETF7.6K shares0.34%2026-06-302026-07-02

WAT Waters Corp1.9K shares-11.62%2026-06-302026-07-02

EWT iShares MSCI Taiwan ETF6.5K shares-11.93%2026-06-302026-07-02

JPIE JPMorgan Income ETF15.0K shares-2.70%2026-06-302026-07-02

Sponsored

SCHW Charles Schwab Corp/The7.5K shares-6.73%2026-06-302026-07-02

Johnson Controls International plc Johnson Controls International plc4.7K shares-5.36%2026-06-302026-07-02

WELL Welltower Inc3.0K shares-0.80%2026-06-302026-07-02

EPP iShares MSCI Pacific ex Japan ETF12.7K shares-10.92%2026-06-302026-07-02

AstraZeneca PLC AstraZeneca PLC3.5K shares-6.90%2026-06-302026-07-02

CHD Church & Dwight Co Inc6.8K shares-1.99%2026-06-302026-07-02

ADP Automatic Data Processing Inc2.9K shares9.41%2026-06-302026-07-02

CINF Cincinnati Financial Corp3.4K shares496.28%2026-06-302026-07-02

Sponsored

RKT Rocket Cos Inc39.1K shares-8.14%2026-06-302026-07-02

JIG JPMorgan International Growth ETF7.1K shares-7.37%2026-06-302026-07-02

EQIX Equinix Inc588 shares1.20%2026-06-302026-07-02

EMXC iShares MSCI Emerging Markets ex China ETF5.9K shares-3.50%2026-06-302026-07-02

CI Cigna Group/The2.2K shares-2.96%2026-06-302026-07-02

T AT&T Inc28.6K shares-6.59%2026-06-302026-07-02

MLM Martin Marietta Materials Inc1.0K shares-2.29%2026-06-302026-07-02

ZS Zscaler Inc4.2K shares4787.06%2026-06-302026-07-02

Sponsored

INDA iShares MSCI India ETF11.7K shares-11.71%2026-06-302026-07-02

HWM Howmet Aerospace Inc2.1K shares-2.32%2026-06-302026-07-02

DSI iShares MSCI KLD 400 Social ETF4.1K shares2.79%2026-06-302026-07-02

IWD iShares Russell 1000 Value ETF2.3K shares-34.10%2026-06-302026-07-02

BAB Invesco Taxable Municipal Bond20.7K shares0.17%2026-06-302026-07-02

PH Parker Hannifin Corp568 shares-0.35%2026-06-302026-07-02

NUE Nucor Corp2.4K shares-1.46%2026-06-302026-07-02

MCK McKesson Corp714 shares-3.51%2026-06-302026-07-02

Sponsored

MKS Inc MKS Inc1.2K shares9.90%2026-06-302026-07-02

EFG iShares MSCI EAFE Growth ETF4.2K shares-0.09%2026-06-302026-07-02

XLG Invesco Exchange-Traded Fund Trust-Invesco S&P 500r Top 50 ETF8.6K shares0.00%2026-06-302026-07-02

DELL Dell Technologies Inc1.2K shares-0.08%2026-06-302026-07-02

Domino's Pizza Inc Domino's Pizza Inc1.7K shares-0.59%2026-06-302026-07-02

VTIP Vanguard Short-Term Inflation-Protected Securities ETF9.8K shares-0.14%2026-06-302026-07-02

VTV Vanguard Value ETF2.2K shares-17.78%2026-06-302026-07-02

DTE DTE Energy Co3.2K shares-13.66%2026-06-302026-07-02

Sponsored

Quanta Services Inc Quanta Services Inc674 shares9.06%2026-06-302026-07-02

BMY Bristol-Myers Squibb Co8.4K shares-2.26%2026-06-302026-07-02

EFV iShares MSCI EAFE Value ETF6.3K shares0.00%2026-06-302026-07-02

VRT Vertiv Holdings Co1.4K shares22.33%2026-06-302026-07-02

GWW WW Grainger Inc339 shares1.80%2026-06-302026-07-02

MMC Marsh & McLennan Cos Inc2.8K shares-12.54%2026-06-302026-07-02

XLC State Street Communication Services Select Sector SPDR ETF4.3K shares24.66%2026-06-302026-07-02

AER AerCap Holdings NV3.1K shares-23.66%2026-06-302026-07-02

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SDY SPDR S&P Dividend ETF3.0K shares-5.54%2026-06-302026-07-02

VTEB Vanguard Tax-Exempt Bond Index ETF8.9K shares0.25%2026-06-302026-07-02

LFUS Littelfuse Inc990 shares-0.80%2026-06-302026-07-02

CL Colgate-Palmolive Co4.9K shares0.35%2026-06-302026-07-02

GLD SPDR Gold Shares1.2K shares-3.98%2026-06-302026-07-02

PGR Progressive Corp/The2.0K shares-11.79%2026-06-302026-07-02

TER Teradyne Inc897 shares8.99%2026-06-302026-07-02

FTCA Franklin California Municipal Income ETF58.1K shares-5.88%2026-06-302026-07-02

Sponsored

FLMI Franklin Dynamic Municipal Bond ETF17.1K shares0.26%2026-06-302026-07-02

CVS CVS Health Corp4.1K shares8.67%2026-06-302026-07-02

ODFL Old Dominion Freight Line Inc2.0K shares-0.15%2026-06-302026-07-02

ZION Zions Bancorp NA6.1K shares-3.29%2026-06-302026-07-02

P Everpure Inc5.4K shares2.57%2026-06-302026-07-02

TT Trane Technologies PLC861 shares0.70%2026-06-302026-07-02

JMTG JPMorgan Mortgage-Backed Securities ETF8.3K shares0.18%2026-06-302026-07-02

QUAL iShares MSCI USA Quality Factor ETF1.9K shares-8.19%2026-06-302026-07-02

Sponsored

VKTX Viking Therapeutics Inc10.6K shares-0.37%2026-06-302026-07-02

HLT Hilton Worldwide Holdings Inc1.2K shares-1.36%2026-06-302026-07-02

MUST Columbia Multi-Sector Municipal Income ETF19.6K shares-2.25%2026-06-302026-07-02

XLV State Street Health Care Select Sector SPDR ETF2.6K shares-35.76%2026-06-302026-07-02

HXL Hexcel Corp4.1K shares7.89%2026-06-302026-07-02

BKR Baker Hughes Co7.3K shares-1.36%2026-06-302026-07-02

KEYS Keysight Technologies Inc1.2K shares-0.69%2026-06-302026-07-02

VV Vanguard Large-Cap ETF1.2K shares-16.94%2026-06-302026-07-02

Sponsored

JMST JPMorgan Ultra-Short Municipal Income ETF7.8K shares-2.40%2026-06-302026-07-02

Royal Caribbean Cruises Ltd Royal Caribbean Cruises Ltd1.2K shares-2.19%2026-06-302026-07-02

NOBL ProShares S&P 500 Dividend Aristocrats ETF7.0K shares98.19%2026-06-302026-07-02

CAH Cardinal Health Inc1.7K shares5.48%2026-06-302026-07-02

SHW Sherwin-Williams Co/The1.1K shares-16.56%2026-06-302026-07-02

ON Semiconductor Corp ON Semiconductor Corp4.1K shares-85.04%2026-06-302026-07-02

MDLZ Mondelez International Inc6.6K shares-5.90%2026-06-302026-07-02

GM General Motors Co4.9K shares-0.31%2026-06-302026-07-02

Sponsored

SPHQ Invesco Exchange Traded FD TR S&P 500 Quality ETF4.1K shares-6.63%2026-06-302026-07-02

AppLovin Corp AppLovin Corp717 shares15.65%2026-06-302026-07-02

DVN Devon Energy Corp8.9K shares14.08%2026-06-302026-07-02

VEU Vanguard FTSE All-World ex-US ETF4.3K shares-16.50%2026-06-302026-07-02

FTNT Fortinet Inc2.3K shares1.13%2026-06-302026-07-02

INMU iShares Intermediate Muni Income Active ETF14.7K shares-2.68%2026-06-302026-07-02

FIX Comfort Systems USA Inc179 shares-9.14%2026-06-302026-07-02

CCEL Cryo-Cell International Inc111.0K shares0.00%2026-06-302026-07-02

Sponsored

PKG Packaging Corp of America1.5K shares0.41%2026-06-302026-07-02

NPFI Nuveen Preferred And Income ETF13.5K shares-0.30%2026-06-302026-07-02

KR Kroger Co/The6.3K shares-5.96%2026-06-302026-07-02

iShares 0-1 Year TIPS Bond ETF iShares 0-1 Year TIPS Bond ETF6.9K shares-0.01%2026-06-302026-07-02

BNDX Vanguard Total International Bond ETF7.2K shares0.00%2026-06-302026-07-02

ISRG Intuitive Surgical Inc872 shares-29.16%2026-06-302026-07-02

OKE ONEOK Inc3.9K shares-3.57%2026-06-302026-07-02

MPWR Monolithic Power Systems Inc243 shares0.00%2026-06-302026-07-02

Sponsored

XLB Materials Select Sector SPDR Fund6.6K shares-9.88%2026-06-302026-07-02

TSCO Tractor Supply Co10.6K shares39.86%2026-06-302026-07-02

CIEN Ciena Corp674 shares-4.26%2026-06-302026-07-02

Rivian Automotive Inc Rivian Automotive Inc19.0K shares-0.57%2026-06-302026-07-02

RGA Reinsurance Group of America Inc1.6K shares-14.32%2026-06-302026-07-02

MPC Marathon Petroleum Corp1.3K shares3.21%2026-06-302026-07-02

WSO Watsco Inc787 shares-3.91%2026-06-302026-07-02

WSM Williams-Sonoma Inc1.4K shares-1.20%2026-06-302026-07-02

Sponsored

SPG Simon Property Group Inc1.5K shares-0.41%2026-06-302026-07-02

HPE Hewlett Packard Enterprise Co7.2K shares5.20%2026-06-302026-07-02

L Loews Corp2.8K shares-10.34%2026-06-302026-07-02

SLGN Silgan Holdings Inc6.9K shares-7.95%2026-06-302026-07-02

IWO iShares Russell 2000 Growth ETF810 shares-9.90%2026-06-302026-07-02

ELV Elevance Health Inc823 shares22.65%2026-06-302026-07-02

ADSK Autodesk Inc1.6K shares-32.88%2026-06-302026-07-02

CLH Clean Harbors Inc1.1K shares-9.04%2026-06-302026-07-02

Sponsored

DAL Delta Air Lines Inc3.4K shares2.69%2026-06-302026-07-02

Datadog Inc Datadog Inc1.2K shares15.22%2026-06-302026-07-02

VYM Vanguard High Dividend Yield ETF2.0K shares37.26%2026-06-302026-07-02

FDX FedEx Corp977 shares0.93%2026-06-302026-07-02

CEG Constellation Energy Corp1.2K shares-3.40%2026-06-302026-07-02

IUSG iShares Core S&P U.S. Growth ETF1.6K shares0.00%2026-06-302026-07-02

EVRG Evergy Inc3.4K shares-2.86%2026-06-302026-07-02

AME Ametek INC1.2K shares-11.16%2026-06-302026-07-02

Sponsored

CSX CSX Corp6.1K shares-0.31%2026-06-302026-07-02

SNPS Synopsys Inc647 shares1.25%2026-06-302026-07-02

COHR Coherent Corp725 shares0.97%2026-06-302026-07-02

MKL Markel Group Inc145 shares-12.12%2026-06-302026-07-02

NSC Norfolk Southern Corp896 shares-1.86%2026-06-302026-07-02

BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF6.1K shares-2.39%2026-06-302026-07-02

KMI Kinder Morgan Inc8.8K shares-4.53%2026-06-302026-07-02

JBL Jabil Inc721 shares0.28%2026-06-302026-07-02

Sponsored

RY Royal Bank of Canada1.3K shares-12.06%2026-06-302026-07-02

FAST Fastenal Co5.7K shares-8.76%2026-06-302026-07-02

Dominion Resources Inc/VA Dominion Resources Inc/VA4.0K shares-3.44%2026-06-302026-07-02

CMS CMS Energy Corp3.6K shares-0.64%2026-06-302026-07-02

VXF Vanguard Extended Market ETF1.1K shares0.00%2026-06-302026-07-02

SMMD iShares Russell 2500 ETF2.9K shares36.43%2026-06-302026-07-02

AZO AutoZone Inc84 shares-23.64%2026-06-302026-07-02

OC Owens Corning1.7K shares-8.90%2026-06-302026-07-02

Sponsored

SRE Sempra Energy2.9K shares5.81%2026-06-302026-07-02

ROST Ross Stores Inc1.3K shares-1.73%2026-06-302026-07-02

CARR Carrier Global Corp3.6K shares-2.16%2026-06-302026-07-02

WEC Wec Energy Group Inc2.2K shares0.91%2026-06-302026-07-02

Agilent Technologies Inc Agilent Technologies Inc2.0K shares-0.10%2026-06-302026-07-02

Strategy Inc Strategy Inc2.9K shares1.07%2026-06-302026-07-02

MCO Moody's Corp555 shares-1.42%2026-06-302026-07-02

QLD ProShares Ultra QQQ2.6K shares0.00%2026-06-302026-07-02

Sponsored

TSPA T Rowe Price US Equity Research ETF5.2K shares-4.39%2026-06-302026-07-02

TDG TransDigm Group Inc186 shares0.54%2026-06-302026-07-02

COR Cencora Inc874 shares-6.12%2026-06-302026-07-02

NDAQ Nasdaq Inc3.1K shares-21.38%2026-06-302026-07-02

ITW Illinois Tool Works Inc897 shares-9.12%2026-06-302026-07-02

BWA BorgWarner Inc3.6K shares4.23%2026-06-302026-07-02

OSK Oshkosh Corp1.6K shares-3.28%2026-06-302026-07-02

COKE Coca-Cola Consolidated Inc1.2K shares1.47%2026-06-302026-07-02

Sponsored

Lumentum Holdings Inc Lumentum Holdings Inc274 shares15.61%2026-06-302026-07-02

EBAY eBay Inc2.1K shares0.82%2026-06-302026-07-02

HNDL Strategy Shares NASDAQ 7 HANDL ETF9.9K shares0.00%2026-06-302026-07-02

WBD Warner Bros Discovery Inc8.4K shares-4.46%2026-06-302026-07-02

UBS UBS Group AG4.5K shares-13.95%2026-06-302026-07-02

IQV IQVIA Holdings Inc1.1K shares-3.93%2026-06-302026-07-02

HOOD Robinhood Markets Inc2.2K shares32.28%2026-06-302026-07-02

HCA HCA Healthcare Inc559 shares-9.98%2026-06-302026-07-02

Sponsored

INTU Intuit Inc835 shares-38.83%2026-06-302026-07-02

QQQM Invesco Nasdaq 100 ETF715 shares0.00%2026-06-302026-07-02

IDEXX Laboratories Inc IDEXX Laboratories Inc411 shares0.00%2026-06-302026-07-02

AON Aon PLC650 shares5.35%2026-06-302026-07-02

AJG Arthur J Gallagher & Co931 shares-5.00%2026-06-302026-07-02

GPN Global Payments Inc2.9K shares-0.84%2026-06-302026-07-02

PCAR PACCAR Inc1.8K shares-6.00%2026-06-302026-07-02

AXON Axon Enterprise Inc375 shares1.63%2026-06-302026-07-02

Sponsored

EA Electronic Arts Inc1.0K shares-2.95%2026-06-302026-07-02

TTWO Take-Two Interactive Software Inc835 shares2.08%2026-06-302026-07-02

ABNB Airbnb Inc1.5K shares0.07%2026-06-302026-07-02

VST Vistra Corp1.3K shares-4.09%2026-06-302026-07-02

DHI DR Horton Inc1.3K shares1.60%2026-06-302026-07-02

HRI Herc Holdings Inc1.4K shares-0.07%2026-06-302026-07-02

HUBB Hubbell Inc390 shares73.33%2026-06-302026-07-02

Apollo Global Management Inc Apollo Global Management Inc1.7K shares11.76%2026-06-302026-07-02

Sponsored

TRGP Targa Resources Corp750 shares-2.85%2026-06-302026-07-02

NKE NIKE Inc4.9K shares-1.92%2026-06-302026-07-02

PYPL PayPal Holdings INC4.6K shares-95.77%2026-06-302026-07-02

LNT Alliant Energy Corp2.6K shares1.41%2026-06-302026-07-02

RSG Republic Services Inc910 shares3.29%2026-06-302026-07-02

VMC Vulcan Materials Co652 shares-18.09%2026-06-302026-07-02

TD Toronto-Dominion Bank/The1.6K shares1.09%2026-06-302026-07-02

STT State Street Corp1.1K shares-0.09%2026-06-302026-07-02

Sponsored

Spotify Technology SA Spotify Technology SA416 shares17.85%2026-06-302026-07-02

SHOP Shopify Inc1.7K shares-7.59%2026-06-302026-07-02

Ares Management Corp Ares Management Corp1.7K shares17.35%2026-06-302026-07-02

KVUE Kenvue INC9.9K shares-3.77%2026-06-302026-07-02

HUM Humana Inc470 shares47.80%2026-06-302026-07-02

VUG Vanguard Growth ETF2.2K shares550.76%2026-06-302026-07-02

ADM Archer-Daniels-Midland Co2.4K shares-0.53%2026-06-302026-07-02

BSX Boston Scientific Corp4.3K shares-14.72%2026-06-302026-07-02

Sponsored

MET MetLife Inc2.2K shares4.97%2026-06-302026-07-02

UPS United Parcel Service Inc1.7K shares1.25%2026-06-302026-07-02

KKR KKR & Co Inc2.0K shares15.11%2026-06-302026-07-02

CPRT Copart Inc6.4K shares1.90%2026-06-302026-07-02

HAL Halliburton Co5.3K shares-1.52%2026-06-302026-07-02

DGRO iShares Core Dividend Growth ETF2.4K shares-6.46%2026-06-302026-07-02

CBRE CBRE Group Inc1.3K shares-18.57%2026-06-302026-07-02

NVT nVent Electric PLC1.0K shares6.04%2026-06-302026-07-02

Sponsored

F Ford Motor Co12.3K shares-22.93%2026-06-302026-07-02

FSLR First Solar Inc722 shares49.79%2026-06-302026-07-02

PNW Pinnacle West Capital Corp1.6K shares198.49%2026-06-302026-07-02

MTSI MACOM Technology Solutions Holdings Inc445 shares5.20%2026-06-302026-07-02

FI Fiserv Inc3.4K shares-71.98%2026-06-302026-07-02

EW Edwards Lifesciences Corp1.8K shares0.22%2026-06-302026-07-02

UAL United Airlines Holdings Inc1.2K shares-4.19%2026-06-302026-07-02

CCJ Cameco Corp1.6K shares-0.31%2026-06-302026-07-02

Sponsored

TTE TotalEnergies SE2.1K shares-7.34%2026-06-302026-07-02

HYG iShares iBoxx USD High Yield Corporate Bond ETF2.0K shares0.00%2026-06-302026-07-02

Corteva Inc Corteva Inc1.9K shares-3.98%2026-06-302026-07-02

NTRS Northern Trust Corp913 shares-3.59%2026-06-302026-07-02

BIIB Biogen Inc733 shares-2.27%2026-06-302026-07-02

SLF Sun Life Financial Inc2.0K shares0.80%2026-06-302026-07-02

JBHT JB Hunt Transport Services Inc545 shares-5.55%2026-06-302026-07-02

WAB Westinghouse Air Brake Technologies Corp585 shares1.39%2026-06-302026-07-02

Sponsored

SCCO Southern Copper Corp904 shares-2.16%2026-06-302026-07-02

HII Huntington Ingalls Industries Inc561 shares-0.53%2026-06-302026-07-02

DASH DoorDash Inc850 shares14.09%2026-06-302026-07-02

AKRE Akre Focus ETF2.9K sharesnew addition2026-06-302026-07-02

ILMN Illumina Inc884 shares-3.60%2026-06-302026-07-02

GRMN Garmin Ltd654 shares-5.49%2026-06-302026-07-02

DOV Dover Corp690 shares-6.50%2026-06-302026-07-02

VTR Ventas Inc1.7K shares0.41%2026-06-302026-07-02

Sponsored

XEL Xcel Energy Inc1.9K shares5.83%2026-06-302026-07-02

CNC Centene Corp2.4K shares3.11%2026-06-302026-07-02

YUM Yum Brands Inc952 shares-8.64%2026-06-302026-07-02

AMKR Amkor Technology Inc1.8K shares2.70%2026-06-302026-07-02

AAPL

Apple Inc

-4.18%

Shares642.9K

Event2026-06-30

Filed2026-07-02

NVDA

NVIDIA Corp

-6.63%

Shares920.1K

Event2026-06-30

Filed2026-07-02

Vanguard Mid-Cap ETF

248.28%

Shares1.8M

Event2026-06-30

Filed2026-07-02

MSFT

Microsoft Corp

-1.45%

Shares363.8K

Event2026-06-30

Filed2026-07-02

VEA

Vanguard FTSE Developed Markets ETF

-1.97%

Shares1.5M

Event2026-06-30

Filed2026-07-02

AMZN

Amazon.com Inc

-3.61%

Shares430.8K

Event2026-06-30

Filed2026-07-02

GOOGL

Alphabet Inc

-8.25%

Shares279.4K

Event2026-06-30

Filed2026-07-02

JPMorgan Chase & Co

2.21%

Shares263.6K

Event2026-06-30

Filed2026-07-02

Broadcom INC

-0.93%

Shares213.4K

Event2026-06-30

Filed2026-07-02

GOOG

Alphabet Inc

-3.33%

Shares213.5K

Event2026-06-30

Filed2026-07-02

Cisco Systems Inc

-3.56%

Shares510.6K

Event2026-06-30

Filed2026-07-02

EFA

iShares MSCI EAFE ETF

-5.35%

Shares574.8K

Event2026-06-30

Filed2026-07-02

DFAS

Dimensional US Small Cap ETF

-2.19%

Shares719.3K

Event2026-06-30

Filed2026-07-02

Meta Platforms Inc

1.74%

Shares101.1K

Event2026-06-30

Filed2026-07-02

IJH

iShares Core S&P Mid-Cap ETF

-6.98%

Shares659.4K

Event2026-06-30

Filed2026-07-02

Visa Inc

-1.74%

Shares145.6K

Event2026-06-30

Filed2026-07-02

BRK.B

Berkshire Hathaway Inc

6.33%

Shares96.1K

Event2026-06-30

Filed2026-07-02

CVX

Chevron Corp

-3.47%

Shares275.6K

Event2026-06-30

Filed2026-07-02

JNJ

Johnson & Johnson

-3.73%

Shares178.3K

Event2026-06-30

Filed2026-07-02

CAT

Caterpillar Inc

-11.75%

Shares42.5K

Event2026-06-30

Filed2026-07-02

VGT

Vanguard Information Technology ETF

642.85%

Shares351.4K

Event2026-06-30

Filed2026-07-02

AbbVie INC

-2.28%

Shares164.3K

Event2026-06-30

Filed2026-07-02

Home Depot Inc/The

-1.24%

Shares116.8K

Event2026-06-30

Filed2026-07-02

SCHO

Schwab Short-Term U.S. Treasury ETF

48.15%

Shares1.7M

Event2026-06-30

Filed2026-07-02

RTX Corp

-4.81%

Shares207.9K

Event2026-06-30

Filed2026-07-02

iShares Core MSCI EAFE ETF

6.95%

Shares405.1K

Event2026-06-30

Filed2026-07-02

IJR

iShares Core S&P Small-Cap ETF

-4.65%

Shares262.9K

Event2026-06-30

Filed2026-07-02

WMT

Walmart Inc

-4.45%

Shares339.5K

Event2026-06-30

Filed2026-07-02

MDY

SPDR S&P MidCap 400 ETF Trust

-4.94%

Shares54.2K

Event2026-06-30

Filed2026-07-02

Procter & Gamble CO/THE

-3.17%

Shares254.8K

Event2026-06-30

Filed2026-07-02

BAC

Bank of America Corp

-4.17%

Shares620.0K

Event2026-06-30

Filed2026-07-02

MCD

McDonald's CORP

0.70%

Shares126.3K

Event2026-06-30

Filed2026-07-02

PANW

Palo Alto Networks Inc

1.30%

Shares99.0K

Event2026-06-30

Filed2026-07-02

LLY

Eli Lilly & Co

-2.48%

Shares27.3K

Event2026-06-30

Filed2026-07-02

Chubb Ltd

-3.43%

Shares92.6K

Event2026-06-30

Filed2026-07-02

Ameriprise Financial Inc

-2.13%

Shares68.4K

Event2026-06-30

Filed2026-07-02

VGSH

Vanguard Short-Term Treasury ETF

-1.46%

Shares493.7K

Event2026-06-30

Filed2026-07-02

TMO

Thermo Fisher Scientific Inc

-1.97%

Shares52.1K

Event2026-06-30

Filed2026-07-02

NextEra Energy Inc

-2.44%

Shares296.8K

Event2026-06-30

Filed2026-07-02

ECL

Ecolab Inc

-1.75%

Shares93.3K

Event2026-06-30

Filed2026-07-02

BKNG

Booking Holdings Inc

2340.51%

Shares144.8K

Event2026-06-30

Filed2026-07-02

AVEM

Avantis Emerging Markets Equity ETF

1.17%

Shares257.8K

Event2026-06-30

Filed2026-07-02

ORLY

O'Reilly Automotive Inc

-4.81%

Shares263.7K

Event2026-06-30

Filed2026-07-02

Exxon Mobil Corp

-1.05%

Shares168.0K

Event2026-06-30

Filed2026-07-02

IEMG

iShares Core MSCI Emerging Markets ETF

-7.06%

Shares276.4K

Event2026-06-30

Filed2026-07-02

LECO

Lincoln Electric Holdings Inc

-4.06%

Shares82.5K

Event2026-06-30

Filed2026-07-02

ETN

Eaton Corp PLC

-2.53%

Shares48.9K

Event2026-06-30

Filed2026-07-02

SYK

Stryker CORP

-4.61%

Shares65.9K

Event2026-06-30

Filed2026-07-02

PEP

PepsiCo Inc

-3.88%

Shares146.9K

Event2026-06-30

Filed2026-07-02

Verizon Communications Inc

-1.56%

Shares461.4K

Event2026-06-30

Filed2026-07-02

MRK

Merck & Co Inc

-2.25%

Shares150.8K

Event2026-06-30

Filed2026-07-02

iShares Core S&P 500 ETF

1.14%

Shares25.4K

Event2026-06-30

Filed2026-07-02

VCSH

Vanguard Short-Term Corporate Bond ETF

0.71%

Shares235.8K

Event2026-06-30

Filed2026-07-02

LHX

L3Harris Technologies Inc

-4.27%

Shares61.2K

Event2026-06-30

Filed2026-07-02

VWO

Vanguard FTSE Emerging Markets ETF

-3.14%

Shares291.6K

Event2026-06-30

Filed2026-07-02

TSLA

Tesla Inc

-2.25%

Shares38.8K

Event2026-06-30

Filed2026-07-02

BLK

BlackRock Inc

-3.59%

Shares16.6K

Event2026-06-30

Filed2026-07-02

MRVL

Marvell Technology Inc

-8.86%

Shares52.8K

Event2026-06-30

Filed2026-07-02

UNP

Union Pacific Corp

0.33%

Shares56.5K

Event2026-06-30

Filed2026-07-02

Costco Wholesale Corp

0.50%

Shares15.9K

Event2026-06-30

Filed2026-07-02

CSL

Carlisle Cos Inc

3.01%

Shares39.7K

Event2026-06-30

Filed2026-07-02

VFH

Vanguard Financials ETF

-2.08%

Shares108.6K

Event2026-06-30

Filed2026-07-02

VRTX

Vertex Pharmaceuticals Inc

-1.19%

Shares28.4K

Event2026-06-30

Filed2026-07-02

AOS

A O Smith Corp

-3.04%

Shares223.2K

Event2026-06-30

Filed2026-07-02

VGIT

Vanguard Intermediate-Term Treasury ETF

-0.86%

Shares236.2K

Event2026-06-30

Filed2026-07-02

Goldman Sachs Group Inc/The

-8.30%

Shares13.6K

Event2026-06-30

Filed2026-07-02

Morgan Stanley

-7.55%

Shares64.1K

Event2026-06-30

Filed2026-07-02

XYL

Xylem Inc/NY

-2.38%

Shares109.3K

Event2026-06-30

Filed2026-07-02

RMD

ResMed Inc

-2.43%

Shares65.1K

Event2026-06-30

Filed2026-07-02

VanEck Gold Miners ETF/USA

-10.19%

Shares159.1K

Event2026-06-30

Filed2026-07-02

VHT

Vanguard Health Care ETF

-0.27%

Shares40.0K

Event2026-06-30

Filed2026-07-02

VIS

Vanguard Industrials ETF

-0.54%

Shares31.9K

Event2026-06-30

Filed2026-07-02

VCIT

Vanguard Intermediate-Term Corporate Bond ETF

-0.05%

Shares137.5K

Event2026-06-30

Filed2026-07-02

VCR

Vanguard Consumer Discretionary ETF

-2.17%

Shares28.5K

Event2026-06-30

Filed2026-07-02

MMIT

NYLI MacKay Muni Intermediate ETF

3.13%

Shares459.5K

Event2026-06-30

Filed2026-07-02

AMD

Advanced Micro Devices Inc

99.14%

Shares18.7K

Event2026-06-30

Filed2026-07-02

LMT

Lockheed Martin Corp

6.92%

Shares21.2K

Event2026-06-30

Filed2026-07-02

ROP

Roper Technologies Inc

-4.31%

Shares31.7K

Event2026-06-30

Filed2026-07-02

VBK

Vanguard Small-Cap Growth ETF

-5.53%

Shares29.3K

Event2026-06-30

Filed2026-07-02

Medtronic PLC

8.35%

Shares130.4K

Event2026-06-30

Filed2026-07-02

QCOM

Qualcomm Inc

-3.60%

Shares54.9K

Event2026-06-30

Filed2026-07-02

Waste Management Inc

-3.23%

Shares44.5K

Event2026-06-30

Filed2026-07-02

VOX

Vanguard Communication Services ETF

-1.47%

Shares53.5K

Event2026-06-30

Filed2026-07-02

VMBS

Vanguard Mortgage-Backed Securities ETF

-0.48%

Shares203.5K

Event2026-06-30

Filed2026-07-02

Honeywell International Inc

New

Shares42.3K

Event2026-06-30

Filed2026-07-02

NOC

Northrop Grumman Corp

-1.11%

Shares18.4K

Event2026-06-30

Filed2026-07-02

Honeywell Aerospace Inc

New

Shares42.3K

Event2026-06-30

Filed2026-07-02

State Street SPDR S&P 500 ETF Trust

-8.63%

Shares12.5K

Event2026-06-30

Filed2026-07-02

BBUS

JPMorgan BetaBuilders US Equity ETF

-8.68%

Shares68.2K

Event2026-06-30

Filed2026-07-02

VOE

Vanguard Mid-Cap Value ETF

-14.90%

Shares45.3K

Event2026-06-30

Filed2026-07-02

DHR

Danaher Corp

1.44%

Shares46.5K

Event2026-06-30

Filed2026-07-02

Coca-Cola Co/The

-6.65%

Shares106.7K

Event2026-06-30

Filed2026-07-02

Blackstone Inc

31.46%

Shares72.6K

Event2026-06-30

Filed2026-07-02

PNC

PNC Financial Services Group Inc/The

-0.23%

Shares34.7K

Event2026-06-30

Filed2026-07-02

ServiceNow Inc

0.23%

Shares83.0K

Event2026-06-30

Filed2026-07-02

Crowdstrike Holdings Inc

-3.84%

Shares10.6K

Event2026-06-30

Filed2026-07-02

ETR

Entergy Corp

-6.12%

Shares70.0K

Event2026-06-30

Filed2026-07-02

Applied Materials Inc

57.58%

Shares10.7K

Event2026-06-30

Filed2026-07-02

AEP

American Electric Power Co Inc

-0.28%

Shares56.3K

Event2026-06-30

Filed2026-07-02

VOT

Vanguard Mid-Cap Growth ETF

-9.91%

Shares24.7K

Event2026-06-30

Filed2026-07-02

TEL

TE Connectivity PLC

-1.12%

Shares37.5K

Event2026-06-30

Filed2026-07-02

VLO

Valero Energy Corp

-5.63%

Shares28.8K

Event2026-06-30

Filed2026-07-02

WCC

WESCO International Inc

-6.30%

Shares21.1K

Event2026-06-30

Filed2026-07-02

CMI

Cummins Inc

1.89%

Shares10.0K

Event2026-06-30

Filed2026-07-02

EMR

Emerson Electric Co

-3.29%

Shares49.8K

Event2026-06-30

Filed2026-07-02

Microchip Technology Inc

-5.02%

Shares75.4K

Event2026-06-30

Filed2026-07-02

WMB

Williams Cos Inc/The

-1.94%

Shares92.0K

Event2026-06-30

Filed2026-07-02

Southern Co/The

-2.48%

Shares70.0K

Event2026-06-30

Filed2026-07-02

BIV

Vanguard Intermediate-Term Bond ETF

3.72%

Shares87.0K

Event2026-06-30

Filed2026-07-02

ENB

Enbridge Inc

-0.85%

Shares121.5K

Event2026-06-30

Filed2026-07-02

BLV

Vanguard Long-Term Bond ETF

0.48%

Shares95.3K

Event2026-06-30

Filed2026-07-02

COP

ConocoPhillips

-1.70%

Shares62.2K

Event2026-06-30

Filed2026-07-02

VBR

Vanguard Small-Cap Value ETF

-6.01%

Shares26.3K

Event2026-06-30

Filed2026-07-02

Altria Group Inc

-1.59%

Shares88.3K

Event2026-06-30

Filed2026-07-02

PRU

Prudential Financial Inc

-2.79%

Shares58.1K

Event2026-06-30

Filed2026-07-02

PFF

iShares Preferred and Income Securities ETF

-1.39%

Shares205.6K

Event2026-06-30

Filed2026-07-02

APD

Air Products and Chemicals Inc

84.09%

Shares21.1K

Event2026-06-30

Filed2026-07-02

REGN

Regeneron Pharmaceuticals Inc

-12.95%

Shares9.6K

Event2026-06-30

Filed2026-07-02

CDNS

Cadence Design Systems INC

16.58%

Shares15.8K

Event2026-06-30

Filed2026-07-02

IBM

International Business Machines Corp

-2.20%

Shares21.0K

Event2026-06-30

Filed2026-07-02

MSI

Motorola Solutions Inc

-5.44%

Shares14.0K

Event2026-06-30

Filed2026-07-02

GLW

Corning Inc

-9.73%

Shares22.3K

Event2026-06-30

Filed2026-07-02

FITB

Fifth Third Bancorp

-0.87%

Shares100.8K

Event2026-06-30

Filed2026-07-02

CRM

Salesforce Inc

-3.38%

Shares36.2K

Event2026-06-30

Filed2026-07-02

LRCX

Lam Research Corp

199.79%

Shares12.9K

Event2026-06-30

Filed2026-07-02

USB

US Bancorp

-4.16%

Shares91.1K

Event2026-06-30

Filed2026-07-02

Philip Morris International Inc

-2.91%

Shares30.3K

Event2026-06-30

Filed2026-07-02

VDC

Vanguard Consumer Staples ETF

-0.80%

Shares24.1K

Event2026-06-30

Filed2026-07-02

VOO

Vanguard S&P 500 ETF

-2.96%

Shares7.9K

Event2026-06-30

Filed2026-07-02

INTC

Intel Corp

128.65%

Shares38.6K

Event2026-06-30

Filed2026-07-02

Mastercard Inc

-5.33%

Shares10.1K

Event2026-06-30

Filed2026-07-02

WCN

Waste Connections Inc

-6.68%

Shares31.0K

Event2026-06-30

Filed2026-07-02

Micron Technology Inc

6.09%

Shares4.4K

Event2026-06-30

Filed2026-07-02

SBUX

Starbucks Corp

-2.32%

Shares48.4K

Event2026-06-30

Filed2026-07-02

PLD

Prologis Inc

-1.76%

Shares35.2K

Event2026-06-30

Filed2026-07-02

DLR

Digital Realty Trust INC

-1.45%

Shares26.4K

Event2026-06-30

Filed2026-07-02

GVI

iShares Intermediate Government/Credit Bond ETF

3.54%

Shares43.6K

Event2026-06-30

Filed2026-07-02

BND

Vanguard Total Bond Market ETF

-0.40%

Shares62.4K

Event2026-06-30

Filed2026-07-02

QQQ

Invesco QQQ Trust Series 1

198.12%

Shares6.2K

Event2026-06-30

Filed2026-07-02

S&P Global Inc

-6.61%

Shares11.2K

Event2026-06-30

Filed2026-07-02

ALL

Allstate Corp/The

-0.22%

Shares18.8K

Event2026-06-30

Filed2026-07-02

Deere & Co

26.67%

Shares6.9K

Event2026-06-30

Filed2026-07-02

TIP

iShares TIPS Bond ETF

-2.53%

Shares39.8K

Event2026-06-30

Filed2026-07-02

ABT

Abbott Laboratories

-8.81%

Shares47.7K

Event2026-06-30

Filed2026-07-02

PAYX

Paychex Inc

-7.38%

Shares43.5K

Event2026-06-30

Filed2026-07-02

DGX

Quest Diagnostics Inc

-1.41%

Shares20.1K

Event2026-06-30

Filed2026-07-02

VDE

Vanguard Energy ETF

2.91%

Shares27.2K

Event2026-06-30

Filed2026-07-02

ACWI

iShares MSCI ACWI ETF

-1.51%

Shares25.8K

Event2026-06-30

Filed2026-07-02

Palantir Technologies Inc

147.46%

Shares33.9K

Event2026-06-30

Filed2026-07-02

MAR

Marriott International Inc/MD

-3.35%

Shares10.3K

Event2026-06-30

Filed2026-07-02

JBND

JPMorgan Active Bond ETF

44.32%

Shares70.5K

Event2026-06-30

Filed2026-07-02

Bank of New York Mellon Corp/The

-0.93%

Shares24.7K

Event2026-06-30

Filed2026-07-02

CME

CME Group Inc

-2.10%

Shares16.0K

Event2026-06-30

Filed2026-07-02

Adobe Inc

-6.15%

Shares17.2K

Event2026-06-30

Filed2026-07-02

JCPB

JPMorgan Core Plus Bond ETF

-2.30%

Shares73.9K

Event2026-06-30

Filed2026-07-02

HBAN

Huntington Bancshares Inc/OH

0.28%

Shares195.2K

Event2026-06-30

Filed2026-07-02

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF

7.95%

Shares112.8K

Event2026-06-30

Filed2026-07-02

TC Energy Corp

-2.53%

Shares51.0K

Event2026-06-30

Filed2026-07-02

General Dynamics Corp

-3.29%

Shares9.5K

Event2026-06-30

Filed2026-07-02

AMT

American Tower Corp

-0.75%

Shares20.4K

Event2026-06-30

Filed2026-07-02

Oracle CORP

24.61%

Shares22.3K

Event2026-06-30

Filed2026-07-02

VNQ

Vanguard Real Estate ETF

-83.63%

Shares33.0K

Event2026-06-30

Filed2026-07-02

SYY

Sysco Corp

-2.53%

Shares38.0K

Event2026-06-30

Filed2026-07-02

EZU

iShares MSCI Eurozone ETF

-11.45%

Shares45.1K

Event2026-06-30

Filed2026-07-02

DIS

Walt Disney Co/The

-0.71%

Shares32.3K

Event2026-06-30

Filed2026-07-02

SCHD

Schwab US Dividend Equity ETF

1.13%

Shares97.4K

Event2026-06-30

Filed2026-07-02

TGT

Target Corp

-2.19%

Shares23.5K

Event2026-06-30

Filed2026-07-02

Netflix Inc

-0.53%

Shares42.9K

Event2026-06-30

Filed2026-07-02

EEM

iShares MSCI Emerging Markets ETF

-7.64%

Shares44.3K

Event2026-06-30

Filed2026-07-02

INGR

Ingredion Inc

-2.03%

Shares32.0K

Event2026-06-30

Filed2026-07-02

DUK

Duke Energy Corp

0.76%

Shares23.6K

Event2026-06-30

Filed2026-07-02

FTV

Fortive Corp

-0.67%

Shares47.7K

Event2026-06-30

Filed2026-07-02

Vanguard Total Stock Market ETF

-29.83%

Shares7.7K

Event2026-06-30

Filed2026-07-02

Zoetis INC

0.29%

Shares39.7K

Event2026-06-30

Filed2026-07-02

PFE

Pfizer Inc

1.55%

Shares115.8K

Event2026-06-30

Filed2026-07-02

TFC

Truist Financial Corp

-1.23%

Shares55.5K

Event2026-06-30

Filed2026-07-02

Vanguard Small-Cap ETF

-1.25%

Shares9.1K

Event2026-06-30

Filed2026-07-02

EFIV

State Street SPDR S&P 500 ESG ETF

0.01%

Shares37.5K

Event2026-06-30

Filed2026-07-02

JIRE

JPMorgan International Research Enhanced Equity ETF

-1.71%

Shares32.4K

Event2026-06-30

Filed2026-07-02

VPU

Vanguard Utilities ETF

0.41%

Shares13.3K

Event2026-06-30

Filed2026-07-02

PREF

Principal Spectrum Preferred Securities Active ETF

-3.91%

Shares134.8K

Event2026-06-30

Filed2026-07-02

TMUS

T-Mobile US INC

23.92%

Shares15.1K

Event2026-06-30

Filed2026-07-02

ADI

Analog Devices Inc

-9.62%

Shares6.4K

Event2026-06-30

Filed2026-07-02

ICE

Intercontinental Exchange Inc

-20.13%

Shares20.2K

Event2026-06-30

Filed2026-07-02

AXP

American Express Co

-2.54%

Shares7.1K

Event2026-06-30

Filed2026-07-02

AMGN

Amgen Inc

13.97%

Shares6.6K

Event2026-06-30

Filed2026-07-02

ROL

Rollins Inc

-22.41%

Shares56.3K

Event2026-06-30

Filed2026-07-02

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

-1.65%

Shares44.7K

Event2026-06-30

Filed2026-07-02

VAW

Vanguard Materials ETF

-0.47%

Shares9.7K

Event2026-06-30

Filed2026-07-02

GE Aerospace Com

26.90%

Shares5.7K

Event2026-06-30

Filed2026-07-02

IWM

iShares Russell 2000 ETF

-4.89%

Shares7.0K

Event2026-06-30

Filed2026-07-02

TRMB

Trimble Inc

-6.05%

Shares40.4K

Event2026-06-30

Filed2026-07-02

KLAC

KLA Corp

1281.39%

Shares6.8K

Event2026-06-30

Filed2026-07-02

UnitedHealth Group INC

5.94%

Shares4.9K

Event2026-06-30

Filed2026-07-02

PXH

Invesco RAFI Emerging Markets ETF

-1.62%

Shares72.6K

Event2026-06-30

Filed2026-07-02

XLK

Technology Select Sector SPDR Fund

4.88%

Shares10.5K

Event2026-06-30

Filed2026-07-02

COF

Capital One Financial Corp

-1.63%

Shares9.6K

Event2026-06-30

Filed2026-07-02

Travelers Cos Inc/The

-0.03%

Shares5.8K

Event2026-06-30

Filed2026-07-02

WFC

Wells Fargo & Co

-3.11%

Shares23.0K

Event2026-06-30

Filed2026-07-02

PSA

Public Storage

-55.69%

Shares5.7K

Event2026-06-30

Filed2026-07-02

TXN

Texas Instruments Inc

0.25%

Shares6.1K

Event2026-06-30

Filed2026-07-02

MNST

Monster Beverage Corp

-0.43%

Shares18.8K

Event2026-06-30

Filed2026-07-02

HGER

Harbor Commodity All Weather Strategy ETF

New

Shares61.6K

Event2026-06-30

Filed2026-07-02

SCHG

Schwab U.S. Large-Cap Growth ETF

-0.65%

Shares52.9K

Event2026-06-30

Filed2026-07-02

SNA

Snap-on Inc

-1.12%

Shares4.4K

Event2026-06-30

Filed2026-07-02

UBER

Uber Technologies Inc

-4.72%

Shares24.3K

Event2026-06-30

Filed2026-07-02

SLB

SLB Ltd

-20.32%

Shares36.2K

Event2026-06-30

Filed2026-07-02

LOW

Lowe's Cos Inc

-5.28%

Shares7.6K

Event2026-06-30

Filed2026-07-02

IWR

iShares Russell Mid-Cap ETF

-19.38%

Shares14.8K

Event2026-06-30

Filed2026-07-02

HSY

Hershey Co/The

75.18%

Shares9.1K

Event2026-06-30

Filed2026-07-02

XMLV

Invesco S&P MidCap Low Volatility ETF

-1.61%

Shares23.8K

Event2026-06-30

Filed2026-07-02

iShares Core U.S. Aggregate Bond ETF

-37.32%

Shares15.7K

Event2026-06-30

Filed2026-07-02

HAS

Hasbro Inc

-0.60%

Shares18.8K

Event2026-06-30

Filed2026-07-02

IAU

iShares Gold Trust

0.00%

Shares20.3K

Event2026-06-30

Filed2026-07-02

CMCSA

Comcast Corp

-9.22%

Shares61.3K

Event2026-06-30

Filed2026-07-02

JUSA

JPMorgan US Research Enhanced Large Cap ETF

New

Shares22.3K

Event2026-06-30

Filed2026-07-02

URI

United Rentals Inc

4.26%

Shares1.3K

Event2026-06-30

Filed2026-07-02

SNDK

Sandisk Corp

0.00%

Shares645

Event2026-06-30

Filed2026-07-02

SPLV

Invesco S&P 500 Low Volatility ETF

-1.62%

Shares19.4K

Event2026-06-30

Filed2026-07-02

ANET

Arista Networks INC

45.10%

Shares8.4K

Event2026-06-30

Filed2026-07-02

IJK

iShares S&P Mid-Cap 400 Growth ETF

-0.08%

Shares12.1K

Event2026-06-30

Filed2026-07-02

TJX

TJX Cos Inc/The

-7.08%

Shares9.1K

Event2026-06-30

Filed2026-07-02

GEV

GE Vernova Inc

-1.76%

Shares1.2K

Event2026-06-30

Filed2026-07-02

ILF

iShares Latin America 40 ETF

-11.17%

Shares40.5K

Event2026-06-30

Filed2026-07-02

DVY

iShares Select Dividend ETF

-29.20%

Shares8.6K

Event2026-06-30

Filed2026-07-02

NEM

Newmont Corp

-1.53%

Shares14.2K

Event2026-06-30

Filed2026-07-02

SPVU

Invesco S&P 500 Concentrated QVM ETF

-1.63%

Shares18.5K

Event2026-06-30

Filed2026-07-02

EWJ

iShares MSCI Japan ETF

-10.85%

Shares13.4K

Event2026-06-30

Filed2026-07-02

Accenture PLC

-79.92%

Shares10.0K

Event2026-06-30

Filed2026-07-02

EWY

iShares MSCI South Korea ETF

-19.31%

Shares6.1K

Event2026-06-30

Filed2026-07-02

IWN

iShares Russell 2000 Value ETF

-4.72%

Shares5.4K

Event2026-06-30

Filed2026-07-02

ESGD

iShares ESG Aware MSCI EAFE ETF

-0.34%

Shares11.6K

Event2026-06-30

Filed2026-07-02

Citigroup Inc

-0.42%

Shares8.4K

Event2026-06-30

Filed2026-07-02

IEI

iShares 3-7 Year Treasury Bond ETF

0.29%

Shares10.1K

Event2026-06-30

Filed2026-07-02

APH

Amphenol Corp

-4.21%

Shares6.6K

Event2026-06-30

Filed2026-07-02

ADX

Adams Diversified Equity Fund Inc

1.91%

Shares44.9K

Event2026-06-30

Filed2026-07-02

ROK

Rockwell Automation Inc

-11.71%

Shares2.3K

Event2026-06-30

Filed2026-07-02

LIN

Linde PLC

39.96%

Shares2.2K

Event2026-06-30

Filed2026-07-02

CTAS

Cintas Corp

-16.70%

Shares6.7K

Event2026-06-30

Filed2026-07-02

PGX

Invesco Preferred ETF

-1.61%

Shares104.5K

Event2026-06-30

Filed2026-07-02

WDC

Western Digital Corp

-10.64%

Shares1.8K

Event2026-06-30

Filed2026-07-02

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

0.04%

Shares21.4K

Event2026-06-30

Filed2026-07-02

JAVA

JPMorgan Active Value ETF

-35.25%

Shares13.8K

Event2026-06-30

Filed2026-07-02

IWF

iShares Russell 1000 Growth ETF

297.64%

Shares8.8K

Event2026-06-30

Filed2026-07-02

KBWY

Invesco KBW Premium Yield Equity REIT ETF

-1.63%

Shares58.4K

Event2026-06-30

Filed2026-07-02

CCI

Crown Castle Inc

-7.81%

Shares14.3K

Event2026-06-30

Filed2026-07-02

Realty Income Corp

0.22%

Shares17.4K

Event2026-06-30

Filed2026-07-02

MUB

iShares National Muni Bond ETF

-0.31%

Shares10.0K

Event2026-06-30

Filed2026-07-02

JGRO

JPMorgan Active Growth ETF

-40.03%

Shares10.9K

Event2026-06-30

Filed2026-07-02

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

-3.59%

Shares20.3K

Event2026-06-30

Filed2026-07-02

IWB

iShares Russell 1000 ETF

-5.11%

Shares2.6K

Event2026-06-30

Filed2026-07-02

EOG

EOG Resources Inc

-40.65%

Shares8.0K

Event2026-06-30

Filed2026-07-02

MTB

M&T Bank Corp

-4.67%

Shares4.3K

Event2026-06-30

Filed2026-07-02

BSV

Vanguard Short-Term Bond ETF

-26.17%

Shares13.1K

Event2026-06-30

Filed2026-07-02

SCHV

Schwab U.S. Large-Cap Value ETF

3.95%

Shares29.2K

Event2026-06-30

Filed2026-07-02

Freeport-McMoRan Inc

220.63%

Shares15.5K

Event2026-06-30

Filed2026-07-02

IJJ

iShares S&P Mid-Cap 400 Value ETF

-0.08%

Shares6.6K

Event2026-06-30

Filed2026-07-02

Alerian MLP ETF

-1.63%

Shares18.6K

Event2026-06-30

Filed2026-07-02

VIG

Vanguard Dividend Appreciation ETF

-2.39%

Shares4.0K

Event2026-06-30

Filed2026-07-02

ESGE

iShares ESG Aware MSCI EM ETF

-3.40%

Shares17.3K

Event2026-06-30

Filed2026-07-02

IRM

Iron Mountain Inc

-0.67%

Shares7.4K

Event2026-06-30

Filed2026-07-02

Boeing Co/The

-2.92%

Shares4.3K

Event2026-06-30

Filed2026-07-02

AFL

Aflac Inc

-6.92%

Shares7.9K

Event2026-06-30

Filed2026-07-02

SUB

iShares Short-Term National Muni Bond ETF

1.29%

Shares8.7K

Event2026-06-30

Filed2026-07-02

Seagate Technology Holdings PLC

-2.18%

Shares944

Event2026-06-30

Filed2026-07-02

SPIB

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

-0.01%

Shares27.2K

Event2026-06-30

Filed2026-07-02

GILD

Gilead Sciences Inc

-0.36%

Shares7.2K

Event2026-06-30

Filed2026-07-02

JIVE

JPMorgan International Value ETF

15.94%

Shares9.5K

Event2026-06-30

Filed2026-07-02

JEMA

JPMorgan ActiveBuilders Emerging Markets Equity ETF

-15.72%

Shares13.5K

Event2026-06-30

Filed2026-07-02

PSX

Phillips 66

0.85%

Shares4.7K

Event2026-06-30

Filed2026-07-02

XJR

iShares ESG Select Screened S&P Small-Cap ETF

-3.30%

Shares14.7K

Event2026-06-30

Filed2026-07-02

JGLO

JPMorgan Global Select Equity ETF

-54.84%

Shares10.9K

Event2026-06-30

Filed2026-07-02

EWC

iShares MSCI Canada ETF

-12.05%

Shares13.2K

Event2026-06-30

Filed2026-07-02

MTN

Vail Resorts Inc

19217.24%

Shares5.6K

Event2026-06-30

Filed2026-07-02

BRK.A

Berkshire Hathaway Inc

0.00%

Shares1

Event2026-06-30

Filed2026-07-02

3M Co

-8.31%

Shares4.5K

Event2026-06-30

Filed2026-07-02

IEF

iShares 7-10 Year Treasury Bond ETF

0.34%

Shares7.6K

Event2026-06-30

Filed2026-07-02

WAT

Waters Corp

-11.62%

Shares1.9K

Event2026-06-30

Filed2026-07-02

EWT

iShares MSCI Taiwan ETF

-11.93%

Shares6.5K

Event2026-06-30

Filed2026-07-02

JPIE

JPMorgan Income ETF

-2.70%

Shares15.0K

Event2026-06-30

Filed2026-07-02

SCHW

Charles Schwab Corp/The

-6.73%

Shares7.5K

Event2026-06-30

Filed2026-07-02

Johnson Controls International plc

-5.36%

Shares4.7K

Event2026-06-30

Filed2026-07-02

WELL

Welltower Inc

-0.80%

Shares3.0K

Event2026-06-30

Filed2026-07-02

EPP

iShares MSCI Pacific ex Japan ETF

-10.92%

Shares12.7K

Event2026-06-30

Filed2026-07-02

AstraZeneca PLC

-6.90%

Shares3.5K

Event2026-06-30

Filed2026-07-02

CHD

Church & Dwight Co Inc

-1.99%

Shares6.8K

Event2026-06-30

Filed2026-07-02

ADP

Automatic Data Processing Inc

9.41%

Shares2.9K

Event2026-06-30

Filed2026-07-02

CINF

Cincinnati Financial Corp

496.28%

Shares3.4K

Event2026-06-30

Filed2026-07-02

RKT

Rocket Cos Inc

-8.14%

Shares39.1K

Event2026-06-30

Filed2026-07-02

JIG

JPMorgan International Growth ETF

-7.37%

Shares7.1K

Event2026-06-30

Filed2026-07-02

EQIX

Equinix Inc

1.20%

Shares588

Event2026-06-30

Filed2026-07-02

EMXC

iShares MSCI Emerging Markets ex China ETF

-3.50%

Shares5.9K

Event2026-06-30

Filed2026-07-02

Cigna Group/The

-2.96%

Shares2.2K

Event2026-06-30

Filed2026-07-02

AT&T Inc

-6.59%

Shares28.6K

Event2026-06-30

Filed2026-07-02

MLM

Martin Marietta Materials Inc

-2.29%

Shares1.0K

Event2026-06-30

Filed2026-07-02

Zscaler Inc

4787.06%

Shares4.2K

Event2026-06-30

Filed2026-07-02

INDA

iShares MSCI India ETF

-11.71%

Shares11.7K

Event2026-06-30

Filed2026-07-02

HWM

Howmet Aerospace Inc

-2.32%

Shares2.1K

Event2026-06-30

Filed2026-07-02

DSI

iShares MSCI KLD 400 Social ETF

2.79%

Shares4.1K

Event2026-06-30

Filed2026-07-02

IWD

iShares Russell 1000 Value ETF

-34.10%

Shares2.3K

Event2026-06-30

Filed2026-07-02

BAB

Invesco Taxable Municipal Bond

0.17%

Shares20.7K

Event2026-06-30

Filed2026-07-02

Parker Hannifin Corp

-0.35%

Shares568

Event2026-06-30

Filed2026-07-02

NUE

Nucor Corp

-1.46%

Shares2.4K

Event2026-06-30

Filed2026-07-02

MCK

McKesson Corp

-3.51%

Shares714

Event2026-06-30

Filed2026-07-02

MKS Inc

9.90%

Shares1.2K

Event2026-06-30

Filed2026-07-02

EFG

iShares MSCI EAFE Growth ETF

-0.09%

Shares4.2K

Event2026-06-30

Filed2026-07-02

XLG

Invesco Exchange-Traded Fund Trust-Invesco S&P 500r Top 50 ETF

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-02

DELL

Dell Technologies Inc

-0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-02

Domino's Pizza Inc

-0.59%

Shares1.7K

Event2026-06-30

Filed2026-07-02

VTIP

Vanguard Short-Term Inflation-Protected Securities ETF

-0.14%

Shares9.8K

Event2026-06-30

Filed2026-07-02

VTV

Vanguard Value ETF

-17.78%

Shares2.2K

Event2026-06-30

Filed2026-07-02

DTE

DTE Energy Co

-13.66%

Shares3.2K

Event2026-06-30

Filed2026-07-02

Quanta Services Inc

9.06%

Shares674

Event2026-06-30

Filed2026-07-02

BMY

Bristol-Myers Squibb Co

-2.26%

Shares8.4K

Event2026-06-30

Filed2026-07-02

EFV

iShares MSCI EAFE Value ETF

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-02

VRT

Vertiv Holdings Co

22.33%

Shares1.4K

Event2026-06-30

Filed2026-07-02

GWW

WW Grainger Inc

1.80%

Shares339

Event2026-06-30

Filed2026-07-02

MMC

Marsh & McLennan Cos Inc

-12.54%

Shares2.8K

Event2026-06-30

Filed2026-07-02

XLC

State Street Communication Services Select Sector SPDR ETF

24.66%

Shares4.3K

Event2026-06-30

Filed2026-07-02

AER

AerCap Holdings NV

-23.66%

Shares3.1K

Event2026-06-30

Filed2026-07-02

SDY

SPDR S&P Dividend ETF

-5.54%

Shares3.0K

Event2026-06-30

Filed2026-07-02

VTEB

Vanguard Tax-Exempt Bond Index ETF

0.25%

Shares8.9K

Event2026-06-30

Filed2026-07-02

LFUS

Littelfuse Inc

-0.80%

Shares990

Event2026-06-30

Filed2026-07-02

Colgate-Palmolive Co

0.35%

Shares4.9K

Event2026-06-30

Filed2026-07-02

GLD

SPDR Gold Shares

-3.98%

Shares1.2K

Event2026-06-30

Filed2026-07-02

PGR

Progressive Corp/The

-11.79%

Shares2.0K

Event2026-06-30

Filed2026-07-02

TER

Teradyne Inc

8.99%

Shares897

Event2026-06-30

Filed2026-07-02

FTCA

Franklin California Municipal Income ETF

-5.88%

Shares58.1K

Event2026-06-30

Filed2026-07-02

FLMI

Franklin Dynamic Municipal Bond ETF

0.26%

Shares17.1K

Event2026-06-30

Filed2026-07-02

CVS

CVS Health Corp

8.67%

Shares4.1K

Event2026-06-30

Filed2026-07-02

ODFL

Old Dominion Freight Line Inc

-0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-02

ZION

Zions Bancorp NA

-3.29%

Shares6.1K

Event2026-06-30

Filed2026-07-02

Everpure Inc

2.57%

Shares5.4K

Event2026-06-30

Filed2026-07-02

Trane Technologies PLC

0.70%

Shares861

Event2026-06-30

Filed2026-07-02

JMTG

JPMorgan Mortgage-Backed Securities ETF

0.18%

Shares8.3K

Event2026-06-30

Filed2026-07-02

QUAL

iShares MSCI USA Quality Factor ETF

-8.19%

Shares1.9K

Event2026-06-30

Filed2026-07-02

VKTX

Viking Therapeutics Inc

-0.37%

Shares10.6K

Event2026-06-30

Filed2026-07-02

HLT

Hilton Worldwide Holdings Inc

-1.36%

Shares1.2K

Event2026-06-30

Filed2026-07-02

MUST

Columbia Multi-Sector Municipal Income ETF

-2.25%

Shares19.6K

Event2026-06-30

Filed2026-07-02

XLV

State Street Health Care Select Sector SPDR ETF

-35.76%

Shares2.6K

Event2026-06-30

Filed2026-07-02

HXL

Hexcel Corp

7.89%

Shares4.1K

Event2026-06-30

Filed2026-07-02

BKR

Baker Hughes Co

-1.36%

Shares7.3K

Event2026-06-30

Filed2026-07-02

KEYS

Keysight Technologies Inc

-0.69%

Shares1.2K

Event2026-06-30

Filed2026-07-02

Vanguard Large-Cap ETF

-16.94%

Shares1.2K

Event2026-06-30

Filed2026-07-02

JMST

JPMorgan Ultra-Short Municipal Income ETF

-2.40%

Shares7.8K

Event2026-06-30

Filed2026-07-02

Royal Caribbean Cruises Ltd

-2.19%

Shares1.2K

Event2026-06-30

Filed2026-07-02

NOBL

ProShares S&P 500 Dividend Aristocrats ETF

98.19%

Shares7.0K

Event2026-06-30

Filed2026-07-02

CAH

Cardinal Health Inc

5.48%

Shares1.7K

Event2026-06-30

Filed2026-07-02

SHW

Sherwin-Williams Co/The

-16.56%

Shares1.1K

Event2026-06-30

Filed2026-07-02

ON Semiconductor Corp

-85.04%

Shares4.1K

Event2026-06-30

Filed2026-07-02

MDLZ

Mondelez International Inc

-5.90%

Shares6.6K

Event2026-06-30

Filed2026-07-02

General Motors Co

-0.31%

Shares4.9K

Event2026-06-30

Filed2026-07-02

SPHQ

Invesco Exchange Traded FD TR S&P 500 Quality ETF

-6.63%

Shares4.1K

Event2026-06-30

Filed2026-07-02

AppLovin Corp

15.65%

Shares717

Event2026-06-30

Filed2026-07-02

DVN

Devon Energy Corp

14.08%

Shares8.9K

Event2026-06-30

Filed2026-07-02

VEU

Vanguard FTSE All-World ex-US ETF

-16.50%

Shares4.3K

Event2026-06-30

Filed2026-07-02

FTNT

Fortinet Inc

1.13%

Shares2.3K

Event2026-06-30

Filed2026-07-02

INMU

iShares Intermediate Muni Income Active ETF

-2.68%

Shares14.7K

Event2026-06-30

Filed2026-07-02

FIX

Comfort Systems USA Inc

-9.14%

Shares179

Event2026-06-30

Filed2026-07-02

CCEL

Cryo-Cell International Inc

0.00%

Shares111.0K

Event2026-06-30

Filed2026-07-02

PKG

Packaging Corp of America

0.41%

Shares1.5K

Event2026-06-30

Filed2026-07-02

NPFI

Nuveen Preferred And Income ETF

-0.30%

Shares13.5K

Event2026-06-30

Filed2026-07-02

Kroger Co/The

-5.96%

Shares6.3K

Event2026-06-30

Filed2026-07-02

iShares 0-1 Year TIPS Bond ETF

-0.01%

Shares6.9K

Event2026-06-30

Filed2026-07-02

BNDX

Vanguard Total International Bond ETF

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-02

ISRG

Intuitive Surgical Inc

-29.16%

Shares872

Event2026-06-30

Filed2026-07-02

OKE

ONEOK Inc

-3.57%

Shares3.9K

Event2026-06-30

Filed2026-07-02

MPWR

Monolithic Power Systems Inc

0.00%

Shares243

Event2026-06-30

Filed2026-07-02

XLB

Materials Select Sector SPDR Fund

-9.88%

Shares6.6K

Event2026-06-30

Filed2026-07-02

TSCO

Tractor Supply Co

39.86%

Shares10.6K

Event2026-06-30

Filed2026-07-02

CIEN

Ciena Corp

-4.26%

Shares674

Event2026-06-30

Filed2026-07-02

Rivian Automotive Inc

-0.57%

Shares19.0K

Event2026-06-30

Filed2026-07-02

RGA

Reinsurance Group of America Inc

-14.32%

Shares1.6K

Event2026-06-30

Filed2026-07-02

MPC

Marathon Petroleum Corp

3.21%

Shares1.3K

Event2026-06-30

Filed2026-07-02

WSO

Watsco Inc

-3.91%

Shares787

Event2026-06-30

Filed2026-07-02

WSM

Williams-Sonoma Inc

-1.20%

Shares1.4K

Event2026-06-30

Filed2026-07-02

SPG

Simon Property Group Inc

-0.41%

Shares1.5K

Event2026-06-30

Filed2026-07-02

HPE

Hewlett Packard Enterprise Co

5.20%

Shares7.2K

Event2026-06-30

Filed2026-07-02

Loews Corp

-10.34%

Shares2.8K

Event2026-06-30

Filed2026-07-02

SLGN

Silgan Holdings Inc

-7.95%

Shares6.9K

Event2026-06-30

Filed2026-07-02

IWO

iShares Russell 2000 Growth ETF

-9.90%

Shares810

Event2026-06-30

Filed2026-07-02

ELV

Elevance Health Inc

22.65%

Shares823

Event2026-06-30

Filed2026-07-02

ADSK

Autodesk Inc

-32.88%

Shares1.6K

Event2026-06-30

Filed2026-07-02

CLH

Clean Harbors Inc

-9.04%

Shares1.1K

Event2026-06-30

Filed2026-07-02

DAL

Delta Air Lines Inc

2.69%

Shares3.4K

Event2026-06-30

Filed2026-07-02

Datadog Inc

15.22%

Shares1.2K

Event2026-06-30

Filed2026-07-02

VYM

Vanguard High Dividend Yield ETF

37.26%

Shares2.0K

Event2026-06-30

Filed2026-07-02

FDX

FedEx Corp

0.93%

Shares977

Event2026-06-30

Filed2026-07-02

CEG

Constellation Energy Corp

-3.40%

Shares1.2K

Event2026-06-30

Filed2026-07-02

IUSG

iShares Core S&P U.S. Growth ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-02

EVRG

Evergy Inc

-2.86%

Shares3.4K

Event2026-06-30

Filed2026-07-02

AME

Ametek INC

-11.16%

Shares1.2K

Event2026-06-30

Filed2026-07-02

CSX

CSX Corp

-0.31%

Shares6.1K

Event2026-06-30

Filed2026-07-02

SNPS

Synopsys Inc

1.25%

Shares647

Event2026-06-30

Filed2026-07-02

COHR

Coherent Corp

0.97%

Shares725

Event2026-06-30

Filed2026-07-02

MKL

Markel Group Inc

-12.12%

Shares145

Event2026-06-30

Filed2026-07-02

NSC

Norfolk Southern Corp

-1.86%

Shares896

Event2026-06-30

Filed2026-07-02

BBHY

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

-2.39%

Shares6.1K

Event2026-06-30

Filed2026-07-02

KMI

Kinder Morgan Inc

-4.53%

Shares8.8K

Event2026-06-30

Filed2026-07-02

JBL

Jabil Inc

0.28%

Shares721

Event2026-06-30

Filed2026-07-02

Royal Bank of Canada

-12.06%

Shares1.3K

Event2026-06-30

Filed2026-07-02

FAST

Fastenal Co

-8.76%

Shares5.7K

Event2026-06-30

Filed2026-07-02

Dominion Resources Inc/VA

-3.44%

Shares4.0K

Event2026-06-30

Filed2026-07-02

CMS

CMS Energy Corp

-0.64%

Shares3.6K

Event2026-06-30

Filed2026-07-02

VXF

Vanguard Extended Market ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-02

SMMD

iShares Russell 2500 ETF

36.43%

Shares2.9K

Event2026-06-30

Filed2026-07-02

AZO

AutoZone Inc

-23.64%

Shares84

Event2026-06-30

Filed2026-07-02

Owens Corning

-8.90%

Shares1.7K

Event2026-06-30

Filed2026-07-02

SRE

Sempra Energy

5.81%

Shares2.9K

Event2026-06-30

Filed2026-07-02

ROST

Ross Stores Inc

-1.73%

Shares1.3K

Event2026-06-30

Filed2026-07-02

CARR

Carrier Global Corp

-2.16%

Shares3.6K

Event2026-06-30

Filed2026-07-02

WEC

Wec Energy Group Inc

0.91%

Shares2.2K

Event2026-06-30

Filed2026-07-02

Agilent Technologies Inc

-0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-02

Strategy Inc

1.07%

Shares2.9K

Event2026-06-30

Filed2026-07-02

MCO

Moody's Corp

-1.42%

Shares555

Event2026-06-30

Filed2026-07-02

QLD

ProShares Ultra QQQ

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-02

TSPA

T Rowe Price US Equity Research ETF

-4.39%

Shares5.2K

Event2026-06-30

Filed2026-07-02

TDG

TransDigm Group Inc

0.54%

Shares186

Event2026-06-30

Filed2026-07-02

COR

Cencora Inc

-6.12%

Shares874

Event2026-06-30

Filed2026-07-02

NDAQ

Nasdaq Inc

-21.38%

Shares3.1K

Event2026-06-30

Filed2026-07-02

ITW

Illinois Tool Works Inc

-9.12%

Shares897

Event2026-06-30

Filed2026-07-02

BWA

BorgWarner Inc

4.23%

Shares3.6K

Event2026-06-30

Filed2026-07-02

OSK

Oshkosh Corp

-3.28%

Shares1.6K

Event2026-06-30

Filed2026-07-02

COKE

Coca-Cola Consolidated Inc

1.47%

Shares1.2K

Event2026-06-30

Filed2026-07-02

Lumentum Holdings Inc

15.61%

Shares274

Event2026-06-30

Filed2026-07-02

EBAY

eBay Inc

0.82%

Shares2.1K

Event2026-06-30

Filed2026-07-02

HNDL

Strategy Shares NASDAQ 7 HANDL ETF

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-02

WBD

Warner Bros Discovery Inc

-4.46%

Shares8.4K

Event2026-06-30

Filed2026-07-02

UBS

UBS Group AG

-13.95%

Shares4.5K

Event2026-06-30

Filed2026-07-02

IQV

IQVIA Holdings Inc

-3.93%

Shares1.1K

Event2026-06-30

Filed2026-07-02

HOOD

Robinhood Markets Inc

32.28%

Shares2.2K

Event2026-06-30

Filed2026-07-02

HCA

HCA Healthcare Inc

-9.98%

Shares559

Event2026-06-30

Filed2026-07-02

INTU

Intuit Inc

-38.83%

Shares835

Event2026-06-30

Filed2026-07-02

QQQM

Invesco Nasdaq 100 ETF

0.00%

Shares715

Event2026-06-30

Filed2026-07-02

IDEXX Laboratories Inc

0.00%

Shares411

Event2026-06-30

Filed2026-07-02

AON

Aon PLC

5.35%

Shares650

Event2026-06-30

Filed2026-07-02

AJG

Arthur J Gallagher & Co

-5.00%

Shares931

Event2026-06-30

Filed2026-07-02

GPN

Global Payments Inc

-0.84%

Shares2.9K

Event2026-06-30

Filed2026-07-02

PCAR

PACCAR Inc

-6.00%

Shares1.8K

Event2026-06-30

Filed2026-07-02

AXON

Axon Enterprise Inc

1.63%

Shares375

Event2026-06-30

Filed2026-07-02

Electronic Arts Inc

-2.95%

Shares1.0K

Event2026-06-30

Filed2026-07-02

TTWO

Take-Two Interactive Software Inc

2.08%

Shares835

Event2026-06-30

Filed2026-07-02

ABNB

Airbnb Inc

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-02

VST

Vistra Corp

-4.09%

Shares1.3K

Event2026-06-30

Filed2026-07-02

DHI

DR Horton Inc

1.60%

Shares1.3K

Event2026-06-30

Filed2026-07-02

HRI

Herc Holdings Inc

-0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-02

HUBB

Hubbell Inc

73.33%

Shares390

Event2026-06-30

Filed2026-07-02

Apollo Global Management Inc

11.76%

Shares1.7K

Event2026-06-30

Filed2026-07-02

TRGP

Targa Resources Corp

-2.85%

Shares750

Event2026-06-30

Filed2026-07-02

NKE

NIKE Inc

-1.92%

Shares4.9K

Event2026-06-30

Filed2026-07-02

PYPL

PayPal Holdings INC

-95.77%

Shares4.6K

Event2026-06-30

Filed2026-07-02

LNT

Alliant Energy Corp

1.41%

Shares2.6K

Event2026-06-30

Filed2026-07-02

RSG

Republic Services Inc

3.29%

Shares910

Event2026-06-30

Filed2026-07-02

VMC

Vulcan Materials Co

-18.09%

Shares652

Event2026-06-30

Filed2026-07-02

Toronto-Dominion Bank/The

1.09%

Shares1.6K

Event2026-06-30

Filed2026-07-02

STT

State Street Corp

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-02

Spotify Technology SA

17.85%

Shares416

Event2026-06-30

Filed2026-07-02

SHOP

Shopify Inc

-7.59%

Shares1.7K

Event2026-06-30

Filed2026-07-02

Ares Management Corp

17.35%

Shares1.7K

Event2026-06-30

Filed2026-07-02

KVUE

Kenvue INC

-3.77%

Shares9.9K

Event2026-06-30

Filed2026-07-02

HUM

Humana Inc

47.80%

Shares470

Event2026-06-30

Filed2026-07-02

VUG

Vanguard Growth ETF

550.76%

Shares2.2K

Event2026-06-30

Filed2026-07-02

ADM

Archer-Daniels-Midland Co

-0.53%

Shares2.4K

Event2026-06-30

Filed2026-07-02

BSX

Boston Scientific Corp

-14.72%

Shares4.3K

Event2026-06-30

Filed2026-07-02

MET

MetLife Inc

4.97%

Shares2.2K

Event2026-06-30

Filed2026-07-02

UPS

United Parcel Service Inc

1.25%

Shares1.7K

Event2026-06-30

Filed2026-07-02

KKR

KKR & Co Inc

15.11%

Shares2.0K

Event2026-06-30

Filed2026-07-02

CPRT

Copart Inc

1.90%

Shares6.4K

Event2026-06-30

Filed2026-07-02

HAL

Halliburton Co

-1.52%

Shares5.3K

Event2026-06-30

Filed2026-07-02

DGRO

iShares Core Dividend Growth ETF

-6.46%

Shares2.4K

Event2026-06-30

Filed2026-07-02

CBRE

CBRE Group Inc

-18.57%

Shares1.3K

Event2026-06-30

Filed2026-07-02

NVT

nVent Electric PLC

6.04%

Shares1.0K

Event2026-06-30

Filed2026-07-02

Ford Motor Co

-22.93%

Shares12.3K

Event2026-06-30

Filed2026-07-02

FSLR

First Solar Inc

49.79%

Shares722

Event2026-06-30

Filed2026-07-02

PNW

Pinnacle West Capital Corp

198.49%

Shares1.6K

Event2026-06-30

Filed2026-07-02

MTSI

MACOM Technology Solutions Holdings Inc

5.20%

Shares445

Event2026-06-30

Filed2026-07-02

Fiserv Inc

-71.98%

Shares3.4K

Event2026-06-30

Filed2026-07-02

Edwards Lifesciences Corp

0.22%

Shares1.8K

Event2026-06-30

Filed2026-07-02

UAL

United Airlines Holdings Inc

-4.19%

Shares1.2K

Event2026-06-30

Filed2026-07-02

CCJ

Cameco Corp

-0.31%

Shares1.6K

Event2026-06-30

Filed2026-07-02

TTE

TotalEnergies SE

-7.34%

Shares2.1K

Event2026-06-30

Filed2026-07-02

HYG

iShares iBoxx USD High Yield Corporate Bond ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-02

Corteva Inc

-3.98%

Shares1.9K

Event2026-06-30

Filed2026-07-02

NTRS

Northern Trust Corp

-3.59%

Shares913

Event2026-06-30

Filed2026-07-02

BIIB

Biogen Inc

-2.27%

Shares733

Event2026-06-30

Filed2026-07-02

SLF

Sun Life Financial Inc

0.80%

Shares2.0K

Event2026-06-30

Filed2026-07-02

JBHT

JB Hunt Transport Services Inc

-5.55%

Shares545

Event2026-06-30

Filed2026-07-02

WAB

Westinghouse Air Brake Technologies Corp

1.39%

Shares585

Event2026-06-30

Filed2026-07-02

SCCO

Southern Copper Corp

-2.16%

Shares904

Event2026-06-30

Filed2026-07-02

HII

Huntington Ingalls Industries Inc

-0.53%

Shares561

Event2026-06-30

Filed2026-07-02

DASH

DoorDash Inc

14.09%

Shares850

Event2026-06-30

Filed2026-07-02

AKRE

Akre Focus ETF

New

Shares2.9K

Event2026-06-30

Filed2026-07-02

ILMN

Illumina Inc

-3.60%

Shares884

Event2026-06-30

Filed2026-07-02

GRMN

Garmin Ltd

-5.49%

Shares654

Event2026-06-30

Filed2026-07-02

DOV

Dover Corp

-6.50%

Shares690

Event2026-06-30

Filed2026-07-02

VTR

Ventas Inc

0.41%

Shares1.7K

Event2026-06-30

Filed2026-07-02

XEL

Xcel Energy Inc

5.83%

Shares1.9K

Event2026-06-30

Filed2026-07-02

CNC

Centene Corp

3.11%

Shares2.4K

Event2026-06-30

Filed2026-07-02

YUM

Yum Brands Inc

-8.64%

Shares952

Event2026-06-30

Filed2026-07-02

AMKR

Amkor Technology Inc

2.70%

Shares1.8K

Event2026-06-30

Filed2026-07-02

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available