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The Analysis of Mayflower Financial Advisors, LLC's Holdings & P&L

Currently, Mayflower Financial Advisors, LLC holds 498 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in DUK (+283.3K shares, valued at $35.9M), MCD (+94.7K shares, valued at $25.6M), N/A (+81.4K shares, valued at $20.5M); decreased their positions in QUAL (-23.7K shares, valued at $5.2M), EFV (-48.5K shares, valued at $3.7M), IAGG (-53.8K shares, valued at $2.7M); initiated new positions in PULS (+115.5K shares, valued at $5.7M), N/A (+137.8K shares, valued at $3.9M), N/A (+61.2K shares, valued at $3.1M).

1M P&L

+10.2M+1.00%

3M P&L

-5.5M-0.53%

HY P&L

-55.2M-5.07%

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/A470.7M

52.2%

2Utilities - Regulated Electric39.9M

4.4%

3Drug Manufacturers - General30.6M

3.4%

Top Industries by Stock Count

1N/A216 stocks

49.7%

2Semiconductors10 stocks

2.3%

3Aerospace & Defense10 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR56.7K shares-0.98%2026-06-302026-07-09

SPDR SERIES TRUST SPDR SERIES TRUST476.8K shares27.01%2026-06-302026-07-09

DUK DUKE ENERGY CORP NEW290.8K shares3758.35%2026-06-302026-07-09

MCD MCDONALDS CORP99.4K shares2028.99%2026-06-302026-07-09

ABBVIE INC ABBVIE INC101.7K shares400.77%2026-06-302026-07-09

AAPL APPLE INC83.8K shares-4.11%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP158.4K shares548.16%2026-06-302026-07-09

MO ALTRIA GROUP INC272.9K shares177.52%2026-06-302026-07-09

Sponsored

IVW ISHARES TR140.4K shares11.00%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR574.4K shares8.12%2026-06-302026-07-09

PG PROCTER & GAMBLE CO115.6K shares653.52%2026-06-302026-07-09

MSFT MICROSOFT CORP44.9K shares1.70%2026-06-302026-07-09

CVX CHEVRON CORPORATION98.3K shares308.94%2026-06-302026-07-09

GOOGL ALPHABET INC41.1K shares-2.89%2026-06-302026-07-09

IUSB ISHARES TR318.0K shares66.63%2026-06-302026-07-09

VOO VANGUARD INDEX FDS20.5K shares102.46%2026-06-302026-07-09

Sponsored

NVDA NVIDIA CORPORATION69.7K shares-0.66%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T18.2K shares-1.38%2026-06-302026-07-09

DYNF BLACKROCK ETF TRUST199.5K shares0.41%2026-06-302026-07-09

QUAL ISHARES TR61.3K shares-27.89%2026-06-302026-07-09

VTEB VANGUARD MUN BD FDS260.6K shares4.16%2026-06-302026-07-09

IVE ISHARES TR56.5K shares-9.97%2026-06-302026-07-09

GOOG ALPHABET INC34.2K shares-0.51%2026-06-302026-07-09

BMY BRISTOL-MYERS SQUIBB CO208.1K shares2514.80%2026-06-302026-07-09

Sponsored

SCHZ SCHWAB STRATEGIC TR517.6K shares11.19%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC134.1K shares834.10%2026-06-302026-07-09

ACWX ISHARES TR143.2K shares22.17%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS37.9K shares501.54%2026-06-302026-07-09

SOUTHERN CO SOUTHERN CO103.6K shares3183.80%2026-06-302026-07-09

AMZN AMAZON COM INC39.4K shares3.84%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL18.7K shares-2.00%2026-06-302026-07-09

PEP PEPSICO INC68.2K shares475.50%2026-06-302026-07-09

Sponsored

IJR ISHARES TR57.3K shares-0.85%2026-06-302026-07-09

ISHARES TR ISHARES TR87.7K shares1.04%2026-06-302026-07-09

IJH ISHARES TR106.5K shares-5.91%2026-06-302026-07-09

CORO BLACKROCK ETF TRUST206.7K shares5.49%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS100.3K shares1.56%2026-06-302026-07-09

BROADCOM INC BROADCOM INC18.9K shares-6.17%2026-06-302026-07-09

GLD SPDR GOLD TR19.2K shares47.01%2026-06-302026-07-09

USMV ISHARES TR72.9K shares-1.74%2026-06-302026-07-09

Sponsored

OEF ISHARES TR19.1K shares23.79%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS18.3K shares-4.15%2026-06-302026-07-09

BAI BLACKROCK ETF TRUST126.9K shares-16.83%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC156.6K shares486.21%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO19.2K shares4.99%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON24.5K shares4.37%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS86.8K shares-8.75%2026-06-302026-07-09

MS MORGAN STANLEY28.5K shares0.68%2026-06-302026-07-09

Sponsored

XTEN BONDBLOXX ETF TRUST129.7K shares-18.11%2026-06-302026-07-09

CAT CATERPILLAR INC5.4K shares6.07%2026-06-302026-07-09

PULS PGIM ETF TR115.5K sharesnew addition2026-06-302026-07-09

IEMG ISHARES INC68.7K shares-3.10%2026-06-302026-07-09

MBB ISHARES TR58.7K shares6.68%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS22.7K shares-1.44%2026-06-302026-07-09

SPMO INVESCO EXCH TRADED FD TR II32.6K shares-17.18%2026-06-302026-07-09

QQQ INVESCO QQQ TR7.1K shares17.54%2026-06-302026-07-09

Sponsored

VRIG INVESCO ACTIVELY MANAGED EXC207.6K shares19.46%2026-06-302026-07-09

VT VANGUARD INTL EQUITY INDEX F31.9K shares-1.43%2026-06-302026-07-09

RDVY FIRST TR EXCHANGE TRADED FD61.7K shares15.58%2026-06-302026-07-09

SPMD SPDR SERIES TRUST73.7K shares-0.56%2026-06-302026-07-09

MUB ISHARES TR46.2K shares-1.21%2026-06-302026-07-09

JAAA JANUS DETROIT STR TR97.9K shares70.29%2026-06-302026-07-09

IWM ISHARES TR16.4K shares1.01%2026-06-302026-07-09

UPS UNITED PARCEL SVCS INC45.0K shares816.17%2026-06-302026-07-09

Sponsored

VUG VANGUARD INDEX FDS55.2K shares786.03%2026-06-302026-07-09

BLCR BLACKROCK ETF TRUST94.3K shares14.68%2026-06-302026-07-09

MDY STATE STR SPDR S&P MIDCAP 406.7K shares-1.13%2026-06-302026-07-09

LLY ELI LILLY & CO3.9K shares3.42%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC8.2K shares3.83%2026-06-302026-07-09

ALPS ETF TR ALPS ETF TR88.3K shares-0.18%2026-06-302026-07-09

THRO BLACKROCK ETF TRUST98.2K shares-29.92%2026-06-302026-07-09

SUB ISHARES TR39.3K shares-2.58%2026-06-302026-07-09

Sponsored

GOVT ISHARES TR177.2K shares-2.60%2026-06-302026-07-09

AVEM AMERICAN CENTY ETF TR41.8K shares-31.55%2026-06-302026-07-09

BLACKROCK ETF TRUST BLACKROCK ETF TRUST137.8K sharesnew addition2026-06-302026-07-09

GEV GE VERNOVA INC3.3K shares21.81%2026-06-302026-07-09

VISA INC VISA INC11.2K shares-1.01%2026-06-302026-07-09

ITOT ISHARES TR22.8K shares3.04%2026-06-302026-07-09

HDV ISHARES TR134.7K shares400.97%2026-06-302026-07-09

VEU VANGUARD INTL EQUITY INDEX F43.5K shares-1.25%2026-06-302026-07-09

Sponsored

VO VANGUARD INDEX FDS45.2K shares295.87%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC31.0K shares0.31%2026-06-302026-07-09

VTV VANGUARD INDEX FDS16.4K shares-5.16%2026-06-302026-07-09

CGDG CAPITAL GROUP DIVIDEND GROWE94.0K shares0.71%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC3.0K shares-19.67%2026-06-302026-07-09

KVYO KLAVIYO INC226.7K shares-0.01%2026-06-302026-07-09

VXUS VANGUARD STAR FDS39.7K shares-1.44%2026-06-302026-07-09

TSLA TESLA INC7.5K shares15.14%2026-06-302026-07-09

Sponsored

SHLD GLOBAL X FDS52.7K shares9.55%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC5.4K shares-2.84%2026-06-302026-07-09

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II61.2K sharesnew addition2026-06-302026-07-09

GLW CORNING INC11.5K shares0.24%2026-06-302026-07-09

IYW ISHARES TR11.5K shares-12.16%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC24.8K shares0.73%2026-06-302026-07-09

BAC BANK OF AMER CORP50.1K shares1.39%2026-06-302026-07-09

MATV MATIV HOLDINGS INC375.2K shares0.00%2026-06-302026-07-09

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC5.7K shares1.82%2026-06-302026-07-09

INTC INTEL CORP19.3K shares14.20%2026-06-302026-07-09

PM PHILIP MORRIS INTL INC14.6K shares-3.87%2026-06-302026-07-09

IWB ISHARES TR6.4K shares-7.17%2026-06-302026-07-09

MRK MERCK & CO INC20.2K shares7.05%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.9K shares0.39%2026-06-302026-07-09

IWY ISHARES TR8.7K shares24.41%2026-06-302026-07-09

HD HOME DEPOT INC7.0K shares12.93%2026-06-302026-07-09

Sponsored

EFV ISHARES TR31.8K shares-60.41%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS15.1K shares26.25%2026-06-302026-07-09

DELL DELL TECHNOLOGIES INC5.4K shares-31.75%2026-06-302026-07-09

ESGU ISHARES TR14.0K shares-5.49%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION11.9K shares-7.03%2026-06-302026-07-09

ED CONSOLIDATED EDISON INC19.3K shares351.55%2026-06-302026-07-09

DVY ISHARES TR13.7K shares-5.22%2026-06-302026-07-09

CGUS CAPITAL GROUP CORE EQUITY ET47.2K shares0.10%2026-06-302026-07-09

Sponsored

FLOT ISHARES TR40.4K sharesnew addition2026-06-302026-07-09

IAU ISHARES GOLD TR26.4K shares29.51%2026-06-302026-07-09

WORLD GOLD TR WORLD GOLD TR24.7K shares7.91%2026-06-302026-07-09

VCIT VANGUARD SCOTTSDALE FDS23.4K shares4.50%2026-06-302026-07-09

VCSH VANGUARD SCOTTSDALE FDS24.3K shares-1.15%2026-06-302026-07-09

EFA ISHARES TR18.5K shares-0.51%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.6K shares4.20%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.0K shares-0.10%2026-06-302026-07-09

Sponsored

SCCO SOUTHERN COPPER CORP10.5K shares-4.25%2026-06-302026-07-09

EEMV ISHARES INC24.0K shares-1.07%2026-06-302026-07-09

MINT PIMCO ETF TR17.8K shares-10.48%2026-06-302026-07-09

CME CME GROUP INC8.0K shares0.85%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC1.7K shares2.18%2026-06-302026-07-09

IVLU ISHARES TR41.9K shares-20.10%2026-06-302026-07-09

ETN EATON CORP PLC4.1K shares0.72%2026-06-302026-07-09

BINC BLACKROCK ETF TRUST II32.9K shares-57.13%2026-06-302026-07-09

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD18.5K shares-7.17%2026-06-302026-07-09

BKNG BOOKING HOLDINGS INC9.3K shares2352.24%2026-06-302026-07-09

JEPI J P MORGAN EXCHANGE TRADED F29.2K shares-4.50%2026-06-302026-07-09

T AT&T INC79.3K shares82.27%2026-06-302026-07-09

DGRO ISHARES TR21.6K shares-0.79%2026-06-302026-07-09

GE GE AEROSPACE4.3K shares92.52%2026-06-302026-07-09

WAYFAIR INC WAYFAIR INC17.5K shares0.70%2026-06-302026-07-09

SPYD SPDR SERIES TRUST33.5K shares-1.14%2026-06-302026-07-09

Sponsored

BLK BLACKROCK INC1.6K shares2.62%2026-06-302026-07-09

VB VANGUARD INDEX FDS5.1K shares52.49%2026-06-302026-07-09

KO COCA COLA CO19.0K shares7.34%2026-06-302026-07-09

TJX TJX COS INC NEW10.2K shares4.17%2026-06-302026-07-09

SGOV ISHARES TR15.2K shares48.02%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.9K shares8.83%2026-06-302026-07-09

TAXX BONDBLOXX ETF TRUST28.6K sharesnew addition2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F24.3K shares-8.73%2026-06-302026-07-09

Sponsored

FDVV FIDELITY COVINGTON TRUST23.5K shares-0.70%2026-06-302026-07-09

ARES CAPITAL CORP ARES CAPITAL CORP76.3K sharesnew addition2026-06-302026-07-09

JPEF J P MORGAN EXCHANGE TRADED F17.5K shares-3.49%2026-06-302026-07-09

PFE PFIZER INC58.1K shares2.99%2026-06-302026-07-09

OUNZ VANECK MERK GOLD ETF35.8K shares-7.44%2026-06-302026-07-09

STT STATE STR CORP8.1K shares0.12%2026-06-302026-07-09

ABT ABBOTT LABORATORIES15.1K shares-10.13%2026-06-302026-07-09

TCAF T ROWE PRICE EXCHANGE-TRADED33.1K shares0.00%2026-06-302026-07-09

Sponsored

TER TERADYNE INC2.8K shares-1.76%2026-06-302026-07-09

NVS NOVARTIS AG8.6K shares-1.55%2026-06-302026-07-09

AMGN AMGEN INC3.7K shares8.69%2026-06-302026-07-09

CGDV CAPITAL GROUP DIVIDEND VALUE26.9K shares-2.44%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC2.6K shares-3.65%2026-06-302026-07-09

LMUB ISHARES TR25.6K shares17.39%2026-06-302026-07-09

C CITIGROUP INC9.2K shares-4.97%2026-06-302026-07-09

IBDR ISHARES TR53.2K shares0.16%2026-06-302026-07-09

Sponsored

WMT WALMART INC11.4K shares24.97%2026-06-302026-07-09

DFUV DIMENSIONAL ETF TRUST23.2K shares4.17%2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS L34.6K shares-1.37%2026-06-302026-07-09

SCHF SCHWAB STRATEGIC TR45.8K shares-7.38%2026-06-302026-07-09

EFG ISHARES TR10.2K shares-5.49%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC3.7K shares-3.91%2026-06-302026-07-09

IXN ISHARES TR8.6K shares27.69%2026-06-302026-07-09

TTE TOTALENERGIES SE15.9K shares-2.16%2026-06-302026-07-09

Sponsored

MRVL MARVELL TECHNOLOGY INC4.1K shares0.46%2026-06-302026-07-09

LIN LINDE PLC2.4K shares-0.71%2026-06-302026-07-09

TXN TEXAS INSTRS INC4.1K shares-2.72%2026-06-302026-07-09

VCRB VANGUARD MALVERN FDS15.8K shares3.84%2026-06-302026-07-09

IEF ISHARES TR12.8K sharesnew addition2026-06-302026-07-09

ORACLE CORP ORACLE CORP8.1K shares13.33%2026-06-302026-07-09

IBIT ISHARES BITCOIN TRUST ETF35.7K shares192.09%2026-06-302026-07-09

FNV FRANCO NEV CORP5.7K shares-3.44%2026-06-302026-07-09

Sponsored

HLI HOULIHAN LOKEY INC1.1M shares0.00%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP2.3K shares-1.91%2026-06-302026-07-09

SNOWFLAKE INC SNOWFLAKE INC4.3K shares16.85%2026-06-302026-07-09

TFI SPDR SERIES TRUST23.9K shares16.06%2026-06-302026-07-09

WASTE MGMT INC DEL WASTE MGMT INC DEL4.9K shares-0.55%2026-06-302026-07-09

UNP UNION PAC CORP4.0K shares-0.13%2026-06-302026-07-09

VV VANGUARD INDEX FDS3.1K shares0.00%2026-06-302026-07-09

PVAL PUTNAM ETF TRUST21.1K shares18.76%2026-06-302026-07-09

Sponsored

CP CANADIAN PACIFIC KANSAS CITY12.4K shares0.45%2026-06-302026-07-09

VGLT VANGUARD SCOTTSDALE FDS19.4K shares-46.72%2026-06-302026-07-09

XLG INVESCO EXCHANGE TRADED FD T17.5K shares-9.15%2026-06-302026-07-09

BX BLACKSTONE INC9.1K shares0.72%2026-06-302026-07-09

HACK AMPLIFY ETF TR10.1K shares0.00%2026-06-302026-07-09

SYK STRYKER CORPORATION3.4K shares-10.40%2026-06-302026-07-09

IEV ISHARES TR14.5K shares-4.51%2026-06-302026-07-09

XLE SELECT SECTOR SPDR TR19.9K shares3.01%2026-06-302026-07-09

Sponsored

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A2.3K shares-1.76%2026-06-302026-07-09

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F17.0K shares64.16%2026-06-302026-07-09

LOW LOWES COS INC4.7K shares-2.19%2026-06-302026-07-09

IBDS ISHARES TR42.3K shares0.00%2026-06-302026-07-09

BIV VANGUARD BD INDEX FDS13.3K shares5.20%2026-06-302026-07-09

CVS CVS HEALTH CORP9.8K shares3.83%2026-06-302026-07-09

BA BOEING CO4.7K shares0.02%2026-06-302026-07-09

ASML ASML HLDG NV504 shares5.22%2026-06-302026-07-09

Sponsored

QUANTA SVCS INC QUANTA SVCS INC1.4K shares0.00%2026-06-302026-07-09

QYLD GLOBAL X FDS54.1K shares-5.96%2026-06-302026-07-09

TFLO ISHARES TR19.6K sharesnew addition2026-06-302026-07-09

AXP AMERICAN EXPRESS CO2.9K shares-5.71%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC1.3K shares1.43%2026-06-302026-07-09

SPSB SPDR SERIES TRUST32.2K shares-2.72%2026-06-302026-07-09

EEM ISHARES TR14.1K shares-0.61%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS9.7K shares1.66%2026-06-302026-07-09

Sponsored

ADP AUTOMATIC DATA PROCESSING IN4.1K shares3.25%2026-06-302026-07-09

ATI INC ATI INC4.6K shares-8.08%2026-06-302026-07-09

AMT AMERICAN TOWER CORP5.4K shares-4.12%2026-06-302026-07-09

DIA STATE STR SPDR DOW JONES IND1.7K shares-3.91%2026-06-302026-07-09

HUBS HUBSPOT INC4.8K shares-6.03%2026-06-302026-07-09

SHOP SHOPIFY INC7.6K shares-5.82%2026-06-302026-07-09

IAUM ISHARES GOLD TRUST MICRO21.0K shares14.76%2026-06-302026-07-09

VRTX VERTEX PHARMACEUTICALS INC1.7K shares-4.00%2026-06-302026-07-09

Sponsored

FIG FIGMA INC46.1K sharesnew addition2026-06-302026-07-09

WMB WILLIAMS COS INC11.1K shares-1.65%2026-06-302026-07-09

IWD ISHARES TR3.4K shares-9.60%2026-06-302026-07-09

GLTR ABRDN PRECIOUS METALS BASKET4.5K sharesnew addition2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR4.3K shares-11.46%2026-06-302026-07-09

COR CENCORA INC2.8K shares-1.13%2026-06-302026-07-09

GILD GILEAD SCIENCES INC6.3K shares1.99%2026-06-302026-07-09

CNI CANADIAN NATL RY CO6.6K shares2.45%2026-06-302026-07-09

Sponsored

3M CO 3M CO4.8K shares7.85%2026-06-302026-07-09

PH PARKER-HANNIFIN CORP795 shares-1.49%2026-06-302026-07-09

EMXC ISHARES INC7.5K shares-4.45%2026-06-302026-07-09

PICK ISHARES INC12.8K shares0.38%2026-06-302026-07-09

IAGG ISHARES TR14.6K shares-78.65%2026-06-302026-07-09

ECL ECOLAB INC2.6K shares-1.40%2026-06-302026-07-09

FDX FEDEX CORP2.3K shares-1.25%2026-06-302026-07-09

BNDX VANGUARD CHARLOTTE FDS14.8K shares-20.64%2026-06-302026-07-09

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WFC WELLS FARGO & CO8.6K shares-8.36%2026-06-302026-07-09

NETFLIX INC. NETFLIX INC.10.0K shares-2.03%2026-06-302026-07-09

ISHARES TR ISHARES TR7.2K shares0.77%2026-06-302026-07-09

IXUS ISHARES TR7.3K shares3.04%2026-06-302026-07-09

SYY SYSCO CORP8.3K shares17.91%2026-06-302026-07-09

CL COLGATE PALMOLIVE CO7.6K shares4.84%2026-06-302026-07-09

BOTZ GLOBAL X FDS18.2K shares-3.01%2026-06-302026-07-09

JGRO J P MORGAN EXCHANGE TRADED F6.9K shares0.00%2026-06-302026-07-09

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NUDM NUSHARES ETF TR16.7K shares37.17%2026-06-302026-07-09

SHV ISHARES TR6.0K shares2.61%2026-06-302026-07-09

TT TRANE TECHNOLOGIES PLC1.4K shares0.52%2026-06-302026-07-09

UBER UBER TECHNOLOGIES INC9.2K shares-0.01%2026-06-302026-07-09

EGHT 8X8 INC NEW384.6K shares-1.29%2026-06-302026-07-09

CMI CUMMINS INC921 shares24.80%2026-06-302026-07-09

IDEV ISHARES TR7.3K shares0.75%2026-06-302026-07-09

IWV ISHARES TR1.5K shares0.00%2026-06-302026-07-09

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MYCF SSGA ACTIVE TR25.8K shares0.00%2026-06-302026-07-09

IWF ISHARES TR5.2K shares298.16%2026-06-302026-07-09

XSOE WISDOMTREE TR13.1K shares-5.20%2026-06-302026-07-09

SDY SPDR SERIES TRUST4.2K shares11.54%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR21.9K shares0.61%2026-06-302026-07-09

GNMA ISHARES TR14.4K shares5.31%2026-06-302026-07-09

DIVO AMPLIFY ETF TR13.6K shares-18.18%2026-06-302026-07-09

MDLZ MONDELEZ INTL INC10.7K shares4.70%2026-06-302026-07-09

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NVT NVENT ELEC PLC3.6K shares-33.95%2026-06-302026-07-09

CWK CUSHMAN AND WAKEFIELD LTD45.6K shares0.00%2026-06-302026-07-09

OKE ONEOK INC NEW7.0K shares6.64%2026-06-302026-07-09

CHUBB LIMITED CHUBB LIMITED1.8K shares-1.06%2026-06-302026-07-09

DIS DISNEY WALT CO6.2K shares5.12%2026-06-302026-07-09

ADI ANALOG DEVICES INC1.5K shares13.89%2026-06-302026-07-09

SHM SPDR SERIES TRUST12.5K shares0.64%2026-06-302026-07-09

AEP AMERICAN ELEC PWR CO INC4.4K shares100.32%2026-06-302026-07-09

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TQQQ PROSHARES TR7.3K shares-20.10%2026-06-302026-07-09

CGGR CAPITAL GROUP GROWTH ETF12.5K shares0.00%2026-06-302026-07-09

CGGO CAPITAL GROUP GBL GROWTH EQT13.9K shares-9.99%2026-06-302026-07-09

JMOM J P MORGAN EXCHANGE TRADED F6.7K shares-22.42%2026-06-302026-07-09

DSI ISHARES TR4.0K shares1.72%2026-06-302026-07-09

VONE VANGUARD SCOTTSDALE FDS1.7K shares0.00%2026-06-302026-07-09

LRCX LAM RESEARCH CORP1.3K shares0.62%2026-06-302026-07-09

VLUE ISHARES TR2.8K shares-15.59%2026-06-302026-07-09

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CSX CSX CORP11.6K shares0.63%2026-06-302026-07-09

CGBL CAPITAL GROUP CORE BALANCED14.5K shares8.96%2026-06-302026-07-09

XAR SPDR SERIES TRUST1.9K sharesnew addition2026-06-302026-07-09

DATADOG INC DATADOG INC2.1K shares-1.27%2026-06-302026-07-09

SCHW SCHWAB CHARLES CORP5.9K shares-0.03%2026-06-302026-07-09

ANET ARISTA NETWORKS INC3.1K shares1.51%2026-06-302026-07-09

SPTS SPDR SERIES TRUST18.0K shares0.00%2026-06-302026-07-09

TAXM BONDBLOXX ETF TRUST10.0K sharesnew addition2026-06-302026-07-09

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MEDTRONIC PLC MEDTRONIC PLC6.4K shares10.85%2026-06-302026-07-09

CMC COMMERCIAL METALS CO8.0K shares-5.32%2026-06-302026-07-09

MTB M & T BK CORP2.1K shares-0.15%2026-06-302026-07-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL507 sharesnew addition2026-06-302026-07-09

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW9.1K shares-0.22%2026-06-302026-07-09

FERG FERGUSON ENTERPRISES INC2.1K shares-9.56%2026-06-302026-07-09

IJJ ISHARES TR3.3K shares14.93%2026-06-302026-07-09

HYG ISHARES TR6.1K shares10.59%2026-06-302026-07-09

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PTLC PACER FDS TR8.3K shares0.00%2026-06-302026-07-09

DE DEERE & CO762 shares1.60%2026-06-302026-07-09

DFUS DIMENSIONAL ETF TRUST5.9K shares0.00%2026-06-302026-07-09

F FORD MTR CO34.4K shares1.23%2026-06-302026-07-09

PSX PHILLIPS 662.8K shares-1.30%2026-06-302026-07-09

CW CURTISS WRIGHT CORP625 shares0.81%2026-06-302026-07-09

RKLB ROCKET LAB CORP4.6K sharesnew addition2026-06-302026-07-09

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

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SERVICENOW INC SERVICENOW INC4.7K shares-7.89%2026-06-302026-07-09

BTI BRITISH AMERN TOB PLC7.5K shares1.92%2026-06-302026-07-09

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KLAC KLA CORP1.5K sharesnew addition2026-06-302026-07-09

EW EDWARDS LIFESCIENCES CORP5.0K shares-8.05%2026-06-302026-07-09

FAF FIRST AMERN FINL CORP6.6K shares-10.69%2026-06-302026-07-09

SMMD ISHARES TR4.9K shares1.05%2026-06-302026-07-09

COF CAPITAL ONE FINL CORP2.2K shares-1.59%2026-06-302026-07-09

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SOFI SOFI TECHNOLOGIES INC24.8K shares-15.11%2026-06-302026-07-09

IGSB ISHARES TR8.5K shares-1.40%2026-06-302026-07-09

S&P GLOBAL INC S&P GLOBAL INC1.1K shares-14.67%2026-06-302026-07-09

SLV ISHARES SILVER TR8.1K shares33.24%2026-06-302026-07-09

XLF SELECT SECTOR SPDR TR8.1K shares30.16%2026-06-302026-07-09

SUSL ISHARES TR3.2K shares0.00%2026-06-302026-07-09

AON AON PLC1.3K shares1.98%2026-06-302026-07-09

VLO VALERO ENERGY CORP1.6K shares35.07%2026-06-302026-07-09

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SPIB SPDR SERIES TRUST12.7K shares0.00%2026-06-302026-07-09

CRM SALESFORCE INC2.7K shares-8.64%2026-06-302026-07-09

FNGU BANK MONTREAL MEDIUM16.4K shares-6.88%2026-06-302026-07-09

KEY KEYCORP18.2K shares0.90%2026-06-302026-07-09

DFAC DIMENSIONAL ETF TRUST9.4K shares0.00%2026-06-302026-07-09

VXF VANGUARD INDEX FDS1.7K shares15.00%2026-06-302026-07-09

IYE ISHARES TR7.2K shares0.00%2026-06-302026-07-09

TLH ISHARES TR4.0K shares-54.19%2026-06-302026-07-09

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RSG REPUBLIC SVCS INC1.9K shares-0.69%2026-06-302026-07-09

NGG NATIONAL GRID PLC4.8K shares19.27%2026-06-302026-07-09

HUBB HUBBELL INC750 shares0.27%2026-06-302026-07-09

COP CONOCOPHILLIPS3.8K shares1.29%2026-06-302026-07-09

IWN ISHARES TR1.7K shares-25.78%2026-06-302026-07-09

NDAQ NASDAQ INC4.9K shares-0.04%2026-06-302026-07-09

EMR EMERSON ELEC CO2.7K shares20.35%2026-06-302026-07-09

VBIL VANGUARD INSTL INDEX FD5.1K sharesnew addition2026-06-302026-07-09

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NEA NUVEEN AMT FREE QLTY MUN INC32.7K shares0.00%2026-06-302026-07-09

IRM IRON MTN INC DEL3.0K shares31.19%2026-06-302026-07-09

DTD WISDOMTREE TR4.1K shares0.00%2026-06-302026-07-09

SPDW SPDR INDEX SHS FDS7.6K shares3.76%2026-06-302026-07-09

TIP ISHARES TR3.5K shares2.86%2026-06-302026-07-09

WDC WESTERN DIGITAL CORP597 sharesnew addition2026-06-302026-07-09

LHX L3HARRIS TECHNOLOGIES INC1.3K shares-1.21%2026-06-302026-07-09

APH AMPHENOL CORP2.2K shares19.25%2026-06-302026-07-09

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NOC NORTHROP GRUMMAN CORP739 shares17.30%2026-06-302026-07-09

VANECK ETF TRUST VANECK ETF TRUST4.9K shares0.00%2026-06-302026-07-09

IWP ISHARES TR2.5K shares-0.94%2026-06-302026-07-09

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.5K shares-6.43%2026-06-302026-07-09

GM GENERAL MTRS CO4.8K shares2.65%2026-06-302026-07-09

CINF CINCINNATI FINL CORP2.0K shares-3.92%2026-06-302026-07-09

QCOM QUALCOMM INC2.0K shares-9.43%2026-06-302026-07-09

CLOUDFLARE INC CLOUDFLARE INC1.5K shares5.09%2026-06-302026-07-09

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TGT TARGET CORP2.7K shares33.43%2026-06-302026-07-09

JQUA J P MORGAN EXCHANGE TRADED F4.9K shares47.63%2026-06-302026-07-09

PBA PEMBINA PIPELINE CORP7.6K shares1.60%2026-06-302026-07-09

SJM SMUCKER J M CO3.1K shares-0.16%2026-06-302026-07-09

PLANET LABS PBC PLANET LABS PBC10.6K shares-4.41%2026-06-302026-07-09

SPYV SPDR SERIES TRUST5.8K shares-10.95%2026-06-302026-07-09

ICSH ISHARES TR6.9K shares0.00%2026-06-302026-07-09

CHD CHURCH & DWIGHT CO INC3.6K shares1.62%2026-06-302026-07-09

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IBHG ISHARES TR15.7K shares0.00%2026-06-302026-07-09

SBUX STARBUCKS CORP3.4K shares15.54%2026-06-302026-07-09

DHR DANAHER CORP DEL1.8K shares2.36%2026-06-302026-07-09

JCPB J P MORGAN EXCHANGE TRADED F7.1K shares0.00%2026-06-302026-07-09

URI UNITED RENTALS INC292 shares-3.63%2026-06-302026-07-09

ITW ILLINOIS TOOL WKS INC1.2K shares11.87%2026-06-302026-07-09

VSLU ETF OPPORTUNITIES TRUST7.1K sharesnew addition2026-06-302026-07-09

AMRZ AMRIZE LTD6.1K shares-1.66%2026-06-302026-07-09

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EBC EASTERN BANKSHARES INC14.5K shares0.01%2026-06-302026-07-09

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.3K shares-5.87%2026-06-302026-07-09

ILCV ISHARES TR3.2K shares2.70%2026-06-302026-07-09

XLI SELECT SECTOR SPDR TR1.7K shares1.53%2026-06-302026-07-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.6K shares-8.57%2026-06-302026-07-09

WTW WILLIS TOWERS WATSON PLC LTD1.2K shares9.14%2026-06-302026-07-09

IBHF ISHARES TR14.0K shares0.00%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR8.7K shares0.00%2026-06-302026-07-09

Sponsored

KMI KINDER MORGAN INC DEL9.8K shares4.01%2026-06-302026-07-09

DIHP DIMENSIONAL ETF TRUST9.1K sharesnew addition2026-06-302026-07-09

FNDF SCHWAB STRATEGIC TR5.8K shares15.63%2026-06-302026-07-09

VRT VERTIV HOLDINGS CO920 shares-16.52%2026-06-302026-07-09

ROST ROSS STORES INC1.4K shares-1.77%2026-06-302026-07-09

RIO RIO TINTO PLC3.2K shares-6.98%2026-06-302026-07-09

SOLS SOLSTICE ADVANCED MATLS INC3.5K shares2.18%2026-06-302026-07-09

FBND FIDELITY MERRIMACK STR TR6.7K shares1.08%2026-06-302026-07-09

Sponsored

SHEL SHELL PLC3.9K shares29.66%2026-06-302026-07-09

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HSBC HSBC HLDGS PLC3.1K shares13.11%2026-06-302026-07-09

IDEXX LABS INC IDEXX LABS INC565 shares-0.88%2026-06-302026-07-09

SCHJ SCHWAB STRATEGIC TR12.0K shares0.15%2026-06-302026-07-09

DOV DOVER CORP1.3K shares-0.38%2026-06-302026-07-09

IJK ISHARES TR2.5K shares-27.49%2026-06-302026-07-09

VYMI VANGUARD WHITEHALL FDS2.9K sharesnew addition2026-06-302026-07-09

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EMGF ISHARES INC3.9K shares0.00%2026-06-302026-07-09

AXON AXON ENTERPRISE INC512 shares-15.09%2026-06-302026-07-09

FPE FIRST TR EXCH TRADED FD III16.0K sharesnew addition2026-06-302026-07-09

UPRO PROSHARES TR2.0K shares-27.51%2026-06-302026-07-09

NVO NOVO-NORDISK A S6.0K sharesnew addition2026-06-302026-07-09

UCON FIRST TR EXCHNG TRADED FD VI11.4K shares31.53%2026-06-302026-07-09

FELG FIDELITY COVINGTON TRUST6.5K shares0.00%2026-06-302026-07-09

IGRO ISHARES TR3.2K shares0.00%2026-06-302026-07-09

Sponsored

NKE NIKE INC6.8K shares23.53%2026-06-302026-07-09

OCTT AIM ETF PRODUCTS TRUST5.9K shares0.00%2026-06-302026-07-09

ORLY OREILLY AUTOMOTIVE INC3.0K shares32.80%2026-06-302026-07-09

CARR CARRIER GLOBAL CORPORATION3.7K sharesnew addition2026-06-302026-07-09

CMCSA COMCAST CORP NEW11.0K shares-16.05%2026-06-302026-07-09

TOST TOAST INC9.6K shares0.10%2026-06-302026-07-09

CGGE CAPITAL GROUP GLOBAL EQUITY7.6K shares0.00%2026-06-302026-07-09

NOBL PROSHARES TR4.7K shares100.00%2026-06-302026-07-09

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KKR KKR & CO INC2.9K shares-0.41%2026-06-302026-07-09

IDV ISHARES TR6.4K shares0.19%2026-06-302026-07-09

ADOBE INC ADOBE INC1.3K shares-9.62%2026-06-302026-07-09

BHP BHP BILLITON LIMITED3.2K sharesnew addition2026-06-302026-07-09

NBB NUVEEN TAXABLE MUNICPAL INM16.6K shares0.00%2026-06-302026-07-09

CRWV COREWEAVE INC2.6K sharesnew addition2026-06-302026-07-09

BP BP PLC7.0K shares23.94%2026-06-302026-07-09

USB US BANCORP4.2K shares-0.09%2026-06-302026-07-09

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IONQ INC IONQ INC4.8K sharesnew addition2026-06-302026-07-09

BSV VANGUARD BD INDEX FDS3.3K shares0.31%2026-06-302026-07-09

AWK AMERICAN WTR WKS CO INC NEW1.9K shares-3.79%2026-06-302026-07-09

FMDE FIDELITY COVINGTON TRUST6.2K shares0.00%2026-06-302026-07-09

NUV NUVEEN MUN VALUE FD INC27.4K shares0.00%2026-06-302026-07-09

MSCI MSCI INC450 shares-0.88%2026-06-302026-07-09

FDL FIRST TR EXCHANGE-TRADED FD5.2K shares0.00%2026-06-302026-07-09

AVDV AMERICAN CENTY ETF TR2.4K sharesnew addition2026-06-302026-07-09

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SPEM SPDR INDEX SHS FDS4.8K shares-0.35%2026-06-302026-07-09

WULF TERAWULF INC10.0K sharesnew addition2026-06-302026-07-09

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC748 shares-7.08%2026-06-302026-07-09

MPC MARATHON PETE CORP955 shares12.75%2026-06-302026-07-09

CRH CRH PLC2.3K sharesnew addition2026-06-302026-07-09

GLUE MONTE ROSA THERAPEUTICS INC10.0K shares0.00%2026-06-302026-07-09

FTSL FIRST TR EXCHANGE-TRADED FD5.4K shares-52.51%2026-06-302026-07-09

VFH VANGUARD WORLD FD1.8K shares-1.56%2026-06-302026-07-09

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DFSV DIMENSIONAL ETF TRUST6.2K sharesnew addition2026-06-302026-07-09

ASTRAZENECA PLC ASTRAZENECA PLC1.3K shares4.91%2026-06-302026-07-09

FINS ANGEL OAK FINL STRATEGIES IN18.7K shares0.00%2026-06-302026-07-09

QDF FLEXSHARES TR2.7K shares0.00%2026-06-302026-07-09

VIGI VANGUARD WHITEHALL FDS2.6K shares-12.30%2026-06-302026-07-09

AMSC AMERICAN SUPERCONDUCTOR CORP5.7K sharesnew addition2026-06-302026-07-09

APD AIR PRODUCTS AND CHEMICALS I810 sharesnew addition2026-06-302026-07-09

MMC MARSH & MCLENNAN COS INC1.4K shares-15.29%2026-06-302026-07-09

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ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD5.3K sharesnew addition2026-06-302026-07-09

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

GRMN GARMIN LTD990 shares1.96%2026-06-302026-07-09

TD TORONTO DOMINION BK ONT1.9K sharesnew addition2026-06-302026-07-09

EWC ISHARES INC4.1K shares0.82%2026-06-302026-07-09

Q QNITY ELECTRONICS INC1.4K sharesnew addition2026-06-302026-07-09

COIN COINBASE GLOBAL INC1.6K shares-38.64%2026-06-302026-07-09

MTD METTLER TOLEDO INTERNATIONAL181 shares-29.84%2026-06-302026-07-09

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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II9.8K shares-1.26%2026-06-302026-07-09

MGC VANGUARD WORLD FD840 sharesnew addition2026-06-302026-07-09

UL UNILEVER PLC3.8K shares-5.77%2026-06-302026-07-09

MNST MONSTER BEVERAGE CORP NEW2.4K sharesnew addition2026-06-302026-07-09

GSK PLC GSK PLC4.3K shares15.48%2026-06-302026-07-09

MUFG MITSUBISHI UFJ FINANCIAL GRO11.4K sharesnew addition2026-06-302026-07-09

FDS FACTSET RESH SYS INC986 shares-19.84%2026-06-302026-07-09

CAIE CALAMOS ETF TR8.3K shares0.00%2026-06-302026-07-09

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HOOD ROBINHOOD MKTS INC2.2K sharesnew addition2026-06-302026-07-09

UMC UNITED MICROELECTRONICS CORP8.2K sharesnew addition2026-06-302026-07-09

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD2.3K shares4.46%2026-06-302026-07-09

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DLN WISDOMTREE TR2.3K sharesnew addition2026-06-302026-07-09

IBDT ISHARES TR8.8K shares0.00%2026-06-302026-07-09

SCHP SCHWAB STRATEGIC TR8.4K shares-5.65%2026-06-302026-07-09

ENTG ENTEGRIS INC1.2K sharesnew addition2026-06-302026-07-09

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VBR VANGUARD INDEX FDS904 sharesnew addition2026-06-302026-07-09

ULTA BEAUTY INC ULTA BEAUTY INC487 shares-10.81%2026-06-302026-07-09

FV FIRST TR EXCHANGE TRADED FD2.9K sharesnew addition2026-06-302026-07-09

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EMB ISHARES TR2.3K shares-18.66%2026-06-302026-07-09

IJT ISHARES TR1.2K shares-41.83%2026-06-302026-07-09

ICE INTERCONTINENTAL EXCHANGE IN1.8K shares11.78%2026-06-302026-07-09

FELC FIDELITY COVINGTON TRUST5.1K sharesnew addition2026-06-302026-07-09

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VGT VANGUARD WORLD FD1.8K sharesnew addition2026-06-302026-07-09

TFC TRUIST FINL CORP4.3K sharesnew addition2026-06-302026-07-09

VOT VANGUARD INDEX FDS696 sharesnew addition2026-06-302026-07-09

DFGR DIMENSIONAL ETF TRUST7.3K sharesnew addition2026-06-302026-07-09

HLT HILTON WORLDWIDE HLDGS INC639 sharesnew addition2026-06-302026-07-09

SNA SNAP ON INC518 sharesnew addition2026-06-302026-07-09

LNG CHENIERE ENERGY INC869 shares4.57%2026-06-302026-07-09

KMB KIMBERLY-CLARK CORP1.9K sharesnew addition2026-06-302026-07-09

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SLB SLB LIMITED4.5K shares1.46%2026-06-302026-07-09

CFG CITIZENS FINL GROUP INC3.0K sharesnew addition2026-06-302026-07-09

GWW WW GRAINGER INC152 sharesnew addition2026-06-302026-07-09

ARCHROCK INC ARCHROCK INC5.1K sharesnew addition2026-06-302026-07-09

STNC HENNESSY FDS TR5.3K sharesnew addition2026-06-302026-07-09

IREN IREN LIMITED4.5K sharesnew addition2026-06-302026-07-09

AMERIPRISE FINL INC AMERIPRISE FINL INC445 shares-2.41%2026-06-302026-07-09

XYZ BLOCK INC2.7K sharesnew addition2026-06-302026-07-09

Sponsored

HIMU BLACKROCK ETF TRUST II4.1K sharesnew addition2026-06-302026-07-09

SHY ISHARES TR2.5K shares-19.86%2026-06-302026-07-09

SYF SYNCHRONY FINANCIAL2.6K sharesnew addition2026-06-302026-07-09

ILMN ILLUMINA INC1.1K sharesnew addition2026-06-302026-07-09

HWM HOWMET AEROSPACE INC744 sharesnew addition2026-06-302026-07-09

TE T1 ENERGY INC19.7K shares-8.26%2026-06-302026-07-09

MFG MIZUHO FINANCIAL GROUP INC18.8K shares41.69%2026-06-302026-07-09

IBRX IMMUNITYBIO INC20.2K shares97.92%2026-06-302026-07-09

Sponsored

NMR NOMURA HLDGS INC14.7K shares6.42%2026-06-302026-07-09

AEGON LTD AEGON LTD10.6K sharesnew addition2026-06-302026-07-09

CYBN CYBIN INC10.3K shares0.00%2026-06-302026-07-09

SOC SABLE OFFSHORE CORP18.2K shares0.00%2026-06-302026-07-09

WIT WIPRO LTD23.3K shares37.50%2026-06-302026-07-09

ELTX ELICIO THERAPEUTICS INC10.0K shares0.00%2026-06-302026-07-09

SLQT SELECTQUOTE INC28.5K shares0.00%2026-06-302026-07-09

INO INOVIO PHARMACEUTICALS INC12.6K shares0.00%2026-06-302026-07-09

Sponsored

GNPX GENPREX INC20.0K shares0.00%2026-06-302026-07-09

GTBP GT BIOPHARMA INC11.0K sharesnew addition2026-06-302026-07-09

ISHARES TR

-0.98%

Shares56.7K

Event2026-06-30

Filed2026-07-09

SPDR SERIES TRUST

27.01%

Shares476.8K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW

3758.35%

Shares290.8K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

2028.99%

Shares99.4K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

400.77%

Shares101.7K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-4.11%

Shares83.8K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

548.16%

Shares158.4K

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC

177.52%

Shares272.9K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

11.00%

Shares140.4K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

8.12%

Shares574.4K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

653.52%

Shares115.6K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

1.70%

Shares44.9K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

308.94%

Shares98.3K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

-2.89%

Shares41.1K

Event2026-06-30

Filed2026-07-09

IUSB

ISHARES TR

66.63%

Shares318.0K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

102.46%

Shares20.5K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

-0.66%

Shares69.7K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

-1.38%

Shares18.2K

Event2026-06-30

Filed2026-07-09

DYNF

BLACKROCK ETF TRUST

0.41%

Shares199.5K

Event2026-06-30

Filed2026-07-09

QUAL

ISHARES TR

-27.89%

Shares61.3K

Event2026-06-30

Filed2026-07-09

VTEB

VANGUARD MUN BD FDS

4.16%

Shares260.6K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

-9.97%

Shares56.5K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-0.51%

Shares34.2K

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB CO

2514.80%

Shares208.1K

Event2026-06-30

Filed2026-07-09

SCHZ

SCHWAB STRATEGIC TR

11.19%

Shares517.6K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

834.10%

Shares134.1K

Event2026-06-30

Filed2026-07-09

ACWX

ISHARES TR

22.17%

Shares143.2K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

501.54%

Shares37.9K

Event2026-06-30

Filed2026-07-09

SOUTHERN CO

3183.80%

Shares103.6K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

3.84%

Shares39.4K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.00%

Shares18.7K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

475.50%

Shares68.2K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

-0.85%

Shares57.3K

Event2026-06-30

Filed2026-07-09

ISHARES TR

1.04%

Shares87.7K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

-5.91%

Shares106.5K

Event2026-06-30

Filed2026-07-09

CORO

BLACKROCK ETF TRUST

5.49%

Shares206.7K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

1.56%

Shares100.3K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

-6.17%

Shares18.9K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

47.01%

Shares19.2K

Event2026-06-30

Filed2026-07-09

USMV

ISHARES TR

-1.74%

Shares72.9K

Event2026-06-30

Filed2026-07-09

OEF

ISHARES TR

23.79%

Shares19.1K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-4.15%

Shares18.3K

Event2026-06-30

Filed2026-07-09

BAI

BLACKROCK ETF TRUST

-16.83%

Shares126.9K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

486.21%

Shares156.6K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

4.99%

Shares19.2K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

4.37%

Shares24.5K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

-8.75%

Shares86.8K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

0.68%

Shares28.5K

Event2026-06-30

Filed2026-07-09

XTEN

BONDBLOXX ETF TRUST

-18.11%

Shares129.7K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

6.07%

Shares5.4K

Event2026-06-30

Filed2026-07-09

PULS

PGIM ETF TR

New

Shares115.5K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

-3.10%

Shares68.7K

Event2026-06-30

Filed2026-07-09

MBB

ISHARES TR

6.68%

Shares58.7K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

-1.44%

Shares22.7K

Event2026-06-30

Filed2026-07-09

SPMO

INVESCO EXCH TRADED FD TR II

-17.18%

Shares32.6K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

17.54%

Shares7.1K

Event2026-06-30

Filed2026-07-09

VRIG

INVESCO ACTIVELY MANAGED EXC

19.46%

Shares207.6K

Event2026-06-30

Filed2026-07-09

VANGUARD INTL EQUITY INDEX F

-1.43%

Shares31.9K

Event2026-06-30

Filed2026-07-09

RDVY

FIRST TR EXCHANGE TRADED FD

15.58%

Shares61.7K

Event2026-06-30

Filed2026-07-09

SPMD

SPDR SERIES TRUST

-0.56%

Shares73.7K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

-1.21%

Shares46.2K

Event2026-06-30

Filed2026-07-09

JAAA

JANUS DETROIT STR TR

70.29%

Shares97.9K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

1.01%

Shares16.4K

Event2026-06-30

Filed2026-07-09

UPS

UNITED PARCEL SVCS INC

816.17%

Shares45.0K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

786.03%

Shares55.2K

Event2026-06-30

Filed2026-07-09

BLCR

BLACKROCK ETF TRUST

14.68%

Shares94.3K

Event2026-06-30

Filed2026-07-09

MDY

STATE STR SPDR S&P MIDCAP 40

-1.13%

Shares6.7K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

3.42%

Shares3.9K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

3.83%

Shares8.2K

Event2026-06-30

Filed2026-07-09

ALPS ETF TR

-0.18%

Shares88.3K

Event2026-06-30

Filed2026-07-09

THRO

BLACKROCK ETF TRUST

-29.92%

Shares98.2K

Event2026-06-30

Filed2026-07-09

SUB

ISHARES TR

-2.58%

Shares39.3K

Event2026-06-30

Filed2026-07-09

GOVT

ISHARES TR

-2.60%

Shares177.2K

Event2026-06-30

Filed2026-07-09

AVEM

AMERICAN CENTY ETF TR

-31.55%

Shares41.8K

Event2026-06-30

Filed2026-07-09

BLACKROCK ETF TRUST

New

Shares137.8K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

21.81%

Shares3.3K

Event2026-06-30

Filed2026-07-09

VISA INC

-1.01%

Shares11.2K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

3.04%

Shares22.8K

Event2026-06-30

Filed2026-07-09

HDV

ISHARES TR

400.97%

Shares134.7K

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

-1.25%

Shares43.5K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

295.87%

Shares45.2K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

0.31%

Shares31.0K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

-5.16%

Shares16.4K

Event2026-06-30

Filed2026-07-09

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.71%

Shares94.0K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

-19.67%

Shares3.0K

Event2026-06-30

Filed2026-07-09

KVYO

KLAVIYO INC

-0.01%

Shares226.7K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

-1.44%

Shares39.7K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

15.14%

Shares7.5K

Event2026-06-30

Filed2026-07-09

SHLD

GLOBAL X FDS

9.55%

Shares52.7K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

-2.84%

Shares5.4K

Event2026-06-30

Filed2026-07-09

BLACKROCK ETF TRUST II

New

Shares61.2K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

0.24%

Shares11.5K

Event2026-06-30

Filed2026-07-09

IYW

ISHARES TR

-12.16%

Shares11.5K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

0.73%

Shares24.8K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

1.39%

Shares50.1K

Event2026-06-30

Filed2026-07-09

MATV

MATIV HOLDINGS INC

0.00%

Shares375.2K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.82%

Shares5.7K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

14.20%

Shares19.3K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

-3.87%

Shares14.6K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

-7.17%

Shares6.4K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

7.05%

Shares20.2K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

0.39%

Shares4.9K

Event2026-06-30

Filed2026-07-09

IWY

ISHARES TR

24.41%

Shares8.7K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

12.93%

Shares7.0K

Event2026-06-30

Filed2026-07-09

EFV

ISHARES TR

-60.41%

Shares31.8K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

26.25%

Shares15.1K

Event2026-06-30

Filed2026-07-09

DELL

DELL TECHNOLOGIES INC

-31.75%

Shares5.4K

Event2026-06-30

Filed2026-07-09

ESGU

ISHARES TR

-5.49%

Shares14.0K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

-7.03%

Shares11.9K

Event2026-06-30

Filed2026-07-09

CONSOLIDATED EDISON INC

351.55%

Shares19.3K

Event2026-06-30

Filed2026-07-09

DVY

ISHARES TR

-5.22%

Shares13.7K

Event2026-06-30

Filed2026-07-09

CGUS

CAPITAL GROUP CORE EQUITY ET

0.10%

Shares47.2K

Event2026-06-30

Filed2026-07-09

FLOT

ISHARES TR

New

Shares40.4K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

29.51%

Shares26.4K

Event2026-06-30

Filed2026-07-09

WORLD GOLD TR

7.91%

Shares24.7K

Event2026-06-30

Filed2026-07-09

VCIT

VANGUARD SCOTTSDALE FDS

4.50%

Shares23.4K

Event2026-06-30

Filed2026-07-09

VCSH

VANGUARD SCOTTSDALE FDS

-1.15%

Shares24.3K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

-0.51%

Shares18.5K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

4.20%

Shares4.6K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

-0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-09

SCCO

SOUTHERN COPPER CORP

-4.25%

Shares10.5K

Event2026-06-30

Filed2026-07-09

EEMV

ISHARES INC

-1.07%

Shares24.0K

Event2026-06-30

Filed2026-07-09

MINT

PIMCO ETF TR

-10.48%

Shares17.8K

Event2026-06-30

Filed2026-07-09

CME

CME GROUP INC

0.85%

Shares8.0K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

2.18%

Shares1.7K

Event2026-06-30

Filed2026-07-09

IVLU

ISHARES TR

-20.10%

Shares41.9K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

0.72%

Shares4.1K

Event2026-06-30

Filed2026-07-09

BINC

BLACKROCK ETF TRUST II

-57.13%

Shares32.9K

Event2026-06-30

Filed2026-07-09

CIBR

FIRST TR EXCHANGE-TRADED FD

-7.17%

Shares18.5K

Event2026-06-30

Filed2026-07-09

BKNG

BOOKING HOLDINGS INC

2352.24%

Shares9.3K

Event2026-06-30

Filed2026-07-09

JEPI

J P MORGAN EXCHANGE TRADED F

-4.50%

Shares29.2K

Event2026-06-30

Filed2026-07-09

AT&T INC

82.27%

Shares79.3K

Event2026-06-30

Filed2026-07-09

DGRO

ISHARES TR

-0.79%

Shares21.6K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

92.52%

Shares4.3K

Event2026-06-30

Filed2026-07-09

WAYFAIR INC

0.70%

Shares17.5K

Event2026-06-30

Filed2026-07-09

SPYD

SPDR SERIES TRUST

-1.14%

Shares33.5K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC

2.62%

Shares1.6K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

52.49%

Shares5.1K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

7.34%

Shares19.0K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

4.17%

Shares10.2K

Event2026-06-30

Filed2026-07-09

SGOV

ISHARES TR

48.02%

Shares15.2K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

8.83%

Shares1.9K

Event2026-06-30

Filed2026-07-09

TAXX

BONDBLOXX ETF TRUST

New

Shares28.6K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-8.73%

Shares24.3K

Event2026-06-30

Filed2026-07-09

FDVV

FIDELITY COVINGTON TRUST

-0.70%

Shares23.5K

Event2026-06-30

Filed2026-07-09

ARES CAPITAL CORP

New

Shares76.3K

Event2026-06-30

Filed2026-07-09

JPEF

J P MORGAN EXCHANGE TRADED F

-3.49%

Shares17.5K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

2.99%

Shares58.1K

Event2026-06-30

Filed2026-07-09

OUNZ

VANECK MERK GOLD ETF

-7.44%

Shares35.8K

Event2026-06-30

Filed2026-07-09

STT

STATE STR CORP

0.12%

Shares8.1K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

-10.13%

Shares15.1K

Event2026-06-30

Filed2026-07-09

TCAF

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares33.1K

Event2026-06-30

Filed2026-07-09

TER

TERADYNE INC

-1.76%

Shares2.8K

Event2026-06-30

Filed2026-07-09

NVS

NOVARTIS AG

-1.55%

Shares8.6K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

8.69%

Shares3.7K

Event2026-06-30

Filed2026-07-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.44%

Shares26.9K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

-3.65%

Shares2.6K

Event2026-06-30

Filed2026-07-09

LMUB

ISHARES TR

17.39%

Shares25.6K

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

-4.97%

Shares9.2K

Event2026-06-30

Filed2026-07-09

IBDR

ISHARES TR

0.16%

Shares53.2K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

24.97%

Shares11.4K

Event2026-06-30

Filed2026-07-09

DFUV

DIMENSIONAL ETF TRUST

4.17%

Shares23.2K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L

-1.37%

Shares34.6K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

-7.38%

Shares45.8K

Event2026-06-30

Filed2026-07-09

EFG

ISHARES TR

-5.49%

Shares10.2K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

-3.91%

Shares3.7K

Event2026-06-30

Filed2026-07-09

IXN

ISHARES TR

27.69%

Shares8.6K

Event2026-06-30

Filed2026-07-09

TTE

TOTALENERGIES SE

-2.16%

Shares15.9K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

0.46%

Shares4.1K

Event2026-06-30

Filed2026-07-09

LIN

LINDE PLC

-0.71%

Shares2.4K

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC

-2.72%

Shares4.1K

Event2026-06-30

Filed2026-07-09

VCRB

VANGUARD MALVERN FDS

3.84%

Shares15.8K

Event2026-06-30

Filed2026-07-09

IEF

ISHARES TR

New

Shares12.8K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

13.33%

Shares8.1K

Event2026-06-30

Filed2026-07-09

IBIT

ISHARES BITCOIN TRUST ETF

192.09%

Shares35.7K

Event2026-06-30

Filed2026-07-09

FNV

FRANCO NEV CORP

-3.44%

Shares5.7K

Event2026-06-30

Filed2026-07-09

HLI

HOULIHAN LOKEY INC

0.00%

Shares1.1M

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

-1.91%

Shares2.3K

Event2026-06-30

Filed2026-07-09

SNOWFLAKE INC

16.85%

Shares4.3K

Event2026-06-30

Filed2026-07-09

TFI

SPDR SERIES TRUST

16.06%

Shares23.9K

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

-0.55%

Shares4.9K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

-0.13%

Shares4.0K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-09

PVAL

PUTNAM ETF TRUST

18.76%

Shares21.1K

Event2026-06-30

Filed2026-07-09

CANADIAN PACIFIC KANSAS CITY

0.45%

Shares12.4K

Event2026-06-30

Filed2026-07-09

VGLT

VANGUARD SCOTTSDALE FDS

-46.72%

Shares19.4K

Event2026-06-30

Filed2026-07-09

XLG

INVESCO EXCHANGE TRADED FD T

-9.15%

Shares17.5K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

0.72%

Shares9.1K

Event2026-06-30

Filed2026-07-09

HACK

AMPLIFY ETF TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

-10.40%

Shares3.4K

Event2026-06-30

Filed2026-07-09

IEV

ISHARES TR

-4.51%

Shares14.5K

Event2026-06-30

Filed2026-07-09

XLE

SELECT SECTOR SPDR TR

3.01%

Shares19.9K

Event2026-06-30

Filed2026-07-09

SPOTIFY TECHNOLOGY S A

-1.76%

Shares2.3K

Event2026-06-30

Filed2026-07-09

J P MORGAN EXCHANGE TRADED F

64.16%

Shares17.0K

Event2026-06-30

Filed2026-07-09

LOW

LOWES COS INC

-2.19%

Shares4.7K

Event2026-06-30

Filed2026-07-09

IBDS

ISHARES TR

0.00%

Shares42.3K

Event2026-06-30

Filed2026-07-09

BIV

VANGUARD BD INDEX FDS

5.20%

Shares13.3K

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP

3.83%

Shares9.8K

Event2026-06-30

Filed2026-07-09

BOEING CO

0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

5.22%

Shares504

Event2026-06-30

Filed2026-07-09

QUANTA SVCS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

QYLD

GLOBAL X FDS

-5.96%

Shares54.1K

Event2026-06-30

Filed2026-07-09

TFLO

ISHARES TR

New

Shares19.6K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

-5.71%

Shares2.9K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

1.43%

Shares1.3K

Event2026-06-30

Filed2026-07-09

SPSB

SPDR SERIES TRUST

-2.72%

Shares32.2K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES TR

-0.61%

Shares14.1K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

1.66%

Shares9.7K

Event2026-06-30

Filed2026-07-09

ADP

AUTOMATIC DATA PROCESSING IN

3.25%

Shares4.1K

Event2026-06-30

Filed2026-07-09

ATI INC

-8.08%

Shares4.6K

Event2026-06-30

Filed2026-07-09

AMT

AMERICAN TOWER CORP

-4.12%

Shares5.4K

Event2026-06-30

Filed2026-07-09

DIA

STATE STR SPDR DOW JONES IND

-3.91%

Shares1.7K

Event2026-06-30

Filed2026-07-09

HUBS

HUBSPOT INC

-6.03%

Shares4.8K

Event2026-06-30

Filed2026-07-09

SHOP

SHOPIFY INC

-5.82%

Shares7.6K

Event2026-06-30

Filed2026-07-09

IAUM

ISHARES GOLD TRUST MICRO

14.76%

Shares21.0K

Event2026-06-30

Filed2026-07-09

VRTX

VERTEX PHARMACEUTICALS INC

-4.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

FIG

FIGMA INC

New

Shares46.1K

Event2026-06-30

Filed2026-07-09

WMB

WILLIAMS COS INC

-1.65%

Shares11.1K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

-9.60%

Shares3.4K

Event2026-06-30

Filed2026-07-09

GLTR

ABRDN PRECIOUS METALS BASKET

New

Shares4.5K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

-11.46%

Shares4.3K

Event2026-06-30

Filed2026-07-09

COR

CENCORA INC

-1.13%

Shares2.8K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

1.99%

Shares6.3K

Event2026-06-30

Filed2026-07-09

CNI

CANADIAN NATL RY CO

2.45%

Shares6.6K

Event2026-06-30

Filed2026-07-09

3M CO

7.85%

Shares4.8K

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN CORP

-1.49%

Shares795

Event2026-06-30

Filed2026-07-09

EMXC

ISHARES INC

-4.45%

Shares7.5K

Event2026-06-30

Filed2026-07-09

PICK

ISHARES INC

0.38%

Shares12.8K

Event2026-06-30

Filed2026-07-09

IAGG

ISHARES TR

-78.65%

Shares14.6K

Event2026-06-30

Filed2026-07-09

ECL

ECOLAB INC

-1.40%

Shares2.6K

Event2026-06-30

Filed2026-07-09

FDX

FEDEX CORP

-1.25%

Shares2.3K

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

-20.64%

Shares14.8K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

-8.36%

Shares8.6K

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

-2.03%

Shares10.0K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.77%

Shares7.2K

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES TR

3.04%

Shares7.3K

Event2026-06-30

Filed2026-07-09

SYY

SYSCO CORP

17.91%

Shares8.3K

Event2026-06-30

Filed2026-07-09

COLGATE PALMOLIVE CO

4.84%

Shares7.6K

Event2026-06-30

Filed2026-07-09

BOTZ

GLOBAL X FDS

-3.01%

Shares18.2K

Event2026-06-30

Filed2026-07-09

JGRO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-09

NUDM

NUSHARES ETF TR

37.17%

Shares16.7K

Event2026-06-30

Filed2026-07-09

SHV

ISHARES TR

2.61%

Shares6.0K

Event2026-06-30

Filed2026-07-09

TRANE TECHNOLOGIES PLC

0.52%

Shares1.4K

Event2026-06-30

Filed2026-07-09

UBER

UBER TECHNOLOGIES INC

-0.01%

Shares9.2K

Event2026-06-30

Filed2026-07-09

EGHT

8X8 INC NEW

-1.29%

Shares384.6K

Event2026-06-30

Filed2026-07-09

CMI

CUMMINS INC

24.80%

Shares921

Event2026-06-30

Filed2026-07-09

IDEV

ISHARES TR

0.75%

Shares7.3K

Event2026-06-30

Filed2026-07-09

IWV

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

MYCF

SSGA ACTIVE TR

0.00%

Shares25.8K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

298.16%

Shares5.2K

Event2026-06-30

Filed2026-07-09

XSOE

WISDOMTREE TR

-5.20%

Shares13.1K

Event2026-06-30

Filed2026-07-09

SDY

SPDR SERIES TRUST

11.54%

Shares4.2K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

0.61%

Shares21.9K

Event2026-06-30

Filed2026-07-09

GNMA

ISHARES TR

5.31%

Shares14.4K

Event2026-06-30

Filed2026-07-09

DIVO

AMPLIFY ETF TR

-18.18%

Shares13.6K

Event2026-06-30

Filed2026-07-09

MDLZ

MONDELEZ INTL INC

4.70%

Shares10.7K

Event2026-06-30

Filed2026-07-09

NVT

NVENT ELEC PLC

-33.95%

Shares3.6K

Event2026-06-30

Filed2026-07-09

CWK

CUSHMAN AND WAKEFIELD LTD

0.00%

Shares45.6K

Event2026-06-30

Filed2026-07-09

OKE

ONEOK INC NEW

6.64%

Shares7.0K

Event2026-06-30

Filed2026-07-09

CHUBB LIMITED

-1.06%

Shares1.8K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

5.12%

Shares6.2K

Event2026-06-30

Filed2026-07-09

ADI

ANALOG DEVICES INC

13.89%

Shares1.5K

Event2026-06-30

Filed2026-07-09

SHM

SPDR SERIES TRUST

0.64%

Shares12.5K

Event2026-06-30

Filed2026-07-09

AEP

AMERICAN ELEC PWR CO INC

100.32%

Shares4.4K

Event2026-06-30

Filed2026-07-09

TQQQ

PROSHARES TR

-20.10%

Shares7.3K

Event2026-06-30

Filed2026-07-09

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-09

CGGO

CAPITAL GROUP GBL GROWTH EQT

-9.99%

Shares13.9K

Event2026-06-30

Filed2026-07-09

JMOM

J P MORGAN EXCHANGE TRADED F

-22.42%

Shares6.7K

Event2026-06-30

Filed2026-07-09

DSI

ISHARES TR

1.72%

Shares4.0K

Event2026-06-30

Filed2026-07-09

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

0.62%

Shares1.3K

Event2026-06-30

Filed2026-07-09

VLUE

ISHARES TR

-15.59%

Shares2.8K

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP

0.63%

Shares11.6K

Event2026-06-30

Filed2026-07-09

CGBL

CAPITAL GROUP CORE BALANCED

8.96%

Shares14.5K

Event2026-06-30

Filed2026-07-09

XAR

SPDR SERIES TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

DATADOG INC

-1.27%

Shares2.1K

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

-0.03%

Shares5.9K

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

1.51%

Shares3.1K

Event2026-06-30

Filed2026-07-09

SPTS

SPDR SERIES TRUST

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-09

TAXM

BONDBLOXX ETF TRUST

New

Shares10.0K

Event2026-06-30

Filed2026-07-09

MEDTRONIC PLC

10.85%

Shares6.4K

Event2026-06-30

Filed2026-07-09

CMC

COMMERCIAL METALS CO

-5.32%

Shares8.0K

Event2026-06-30

Filed2026-07-09

MTB

M & T BK CORP

-0.15%

Shares2.1K

Event2026-06-30

Filed2026-07-09

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares507

Event2026-06-30

Filed2026-07-09

SUNCOR ENERGY INC NEW

-0.22%

Shares9.1K

Event2026-06-30

Filed2026-07-09

FERG

FERGUSON ENTERPRISES INC

-9.56%

Shares2.1K

Event2026-06-30

Filed2026-07-09

IJJ

ISHARES TR

14.93%

Shares3.3K

Event2026-06-30

Filed2026-07-09

HYG

ISHARES TR

10.59%

Shares6.1K

Event2026-06-30

Filed2026-07-09

PTLC

PACER FDS TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-09

DEERE & CO

1.60%

Shares762

Event2026-06-30

Filed2026-07-09

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-09

FORD MTR CO

1.23%

Shares34.4K

Event2026-06-30

Filed2026-07-09

PSX

PHILLIPS 66

-1.30%

Shares2.8K

Event2026-06-30

Filed2026-07-09

CURTISS WRIGHT CORP

0.81%

Shares625

Event2026-06-30

Filed2026-07-09

RKLB

ROCKET LAB CORP

New

Shares4.6K

Event2026-06-30

Filed2026-07-09

STIP

ISHARES TR

0.07%

Shares4.6K

Event2026-06-30

Filed2026-07-09

SERVICENOW INC

-7.89%

Shares4.7K

Event2026-06-30

Filed2026-07-09

BTI

BRITISH AMERN TOB PLC

1.92%

Shares7.5K

Event2026-06-30

Filed2026-07-09

ENERGY TRANSFER L P

40.85%

Shares24.1K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

EDWARDS LIFESCIENCES CORP

-8.05%

Shares5.0K

Event2026-06-30

Filed2026-07-09

FAF

FIRST AMERN FINL CORP

-10.69%

Shares6.6K

Event2026-06-30

Filed2026-07-09

SMMD

ISHARES TR

1.05%

Shares4.9K

Event2026-06-30

Filed2026-07-09

COF

CAPITAL ONE FINL CORP

-1.59%

Shares2.2K

Event2026-06-30

Filed2026-07-09

SOFI

SOFI TECHNOLOGIES INC

-15.11%

Shares24.8K

Event2026-06-30

Filed2026-07-09

IGSB

ISHARES TR

-1.40%

Shares8.5K

Event2026-06-30

Filed2026-07-09

S&P GLOBAL INC

-14.67%

Shares1.1K

Event2026-06-30

Filed2026-07-09

SLV

ISHARES SILVER TR

33.24%

Shares8.1K

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

30.16%

Shares8.1K

Event2026-06-30

Filed2026-07-09

SUSL

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-09

AON

AON PLC

1.98%

Shares1.3K

Event2026-06-30

Filed2026-07-09

VLO

VALERO ENERGY CORP

35.07%

Shares1.6K

Event2026-06-30

Filed2026-07-09

SPIB

SPDR SERIES TRUST

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC

-8.64%

Shares2.7K

Event2026-06-30

Filed2026-07-09

FNGU

BANK MONTREAL MEDIUM

-6.88%

Shares16.4K

Event2026-06-30

Filed2026-07-09

KEY

KEYCORP

0.90%

Shares18.2K

Event2026-06-30

Filed2026-07-09

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD INDEX FDS

15.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

IYE

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-09

TLH

ISHARES TR

-54.19%

Shares4.0K

Event2026-06-30

Filed2026-07-09

RSG

REPUBLIC SVCS INC

-0.69%

Shares1.9K

Event2026-06-30

Filed2026-07-09

NGG

NATIONAL GRID PLC

19.27%

Shares4.8K

Event2026-06-30

Filed2026-07-09

HUBB

HUBBELL INC

0.27%

Shares750

Event2026-06-30

Filed2026-07-09

COP

CONOCOPHILLIPS

1.29%

Shares3.8K

Event2026-06-30

Filed2026-07-09

IWN

ISHARES TR

-25.78%

Shares1.7K

Event2026-06-30

Filed2026-07-09

NDAQ

NASDAQ INC

-0.04%

Shares4.9K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO

20.35%

Shares2.7K

Event2026-06-30

Filed2026-07-09

VBIL

VANGUARD INSTL INDEX FD

New

Shares5.1K

Event2026-06-30

Filed2026-07-09

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares32.7K

Event2026-06-30

Filed2026-07-09

IRM

IRON MTN INC DEL

31.19%

Shares3.0K

Event2026-06-30

Filed2026-07-09

DTD

WISDOMTREE TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-09

SPDW

SPDR INDEX SHS FDS

3.76%

Shares7.6K

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TR

2.86%

Shares3.5K

Event2026-06-30

Filed2026-07-09

WDC

WESTERN DIGITAL CORP

New

Shares597

Event2026-06-30

Filed2026-07-09

LHX

L3HARRIS TECHNOLOGIES INC

-1.21%

Shares1.3K

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP

19.25%

Shares2.2K

Event2026-06-30

Filed2026-07-09

NOC

NORTHROP GRUMMAN CORP

17.30%

Shares739

Event2026-06-30

Filed2026-07-09

VANECK ETF TRUST

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

-0.94%

Shares2.5K

Event2026-06-30

Filed2026-07-09

JOHNSON CONTROLS INTERNATION

-6.43%

Shares2.5K

Event2026-06-30

Filed2026-07-09

GENERAL MTRS CO

2.65%

Shares4.8K

Event2026-06-30

Filed2026-07-09

CINF

CINCINNATI FINL CORP

-3.92%

Shares2.0K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

-9.43%

Shares2.0K

Event2026-06-30

Filed2026-07-09

CLOUDFLARE INC

5.09%

Shares1.5K

Event2026-06-30

Filed2026-07-09

TGT

TARGET CORP

33.43%

Shares2.7K

Event2026-06-30

Filed2026-07-09

JQUA

J P MORGAN EXCHANGE TRADED F

47.63%

Shares4.9K

Event2026-06-30

Filed2026-07-09

PBA

PEMBINA PIPELINE CORP

1.60%

Shares7.6K

Event2026-06-30

Filed2026-07-09

SJM

SMUCKER J M CO

-0.16%

Shares3.1K

Event2026-06-30

Filed2026-07-09

PLANET LABS PBC

-4.41%

Shares10.6K

Event2026-06-30

Filed2026-07-09

SPYV

SPDR SERIES TRUST

-10.95%

Shares5.8K

Event2026-06-30

Filed2026-07-09

ICSH

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-09

CHD

CHURCH & DWIGHT CO INC

1.62%

Shares3.6K

Event2026-06-30

Filed2026-07-09

IBHG

ISHARES TR

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP

15.54%

Shares3.4K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

2.36%

Shares1.8K

Event2026-06-30

Filed2026-07-09

JCPB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-09

URI

UNITED RENTALS INC

-3.63%

Shares292

Event2026-06-30

Filed2026-07-09

ITW

ILLINOIS TOOL WKS INC

11.87%

Shares1.2K

Event2026-06-30

Filed2026-07-09

VSLU

ETF OPPORTUNITIES TRUST

New

Shares7.1K

Event2026-06-30

Filed2026-07-09

AMRZ

AMRIZE LTD

-1.66%

Shares6.1K

Event2026-06-30

Filed2026-07-09

EBC

EASTERN BANKSHARES INC

0.01%

Shares14.5K

Event2026-06-30

Filed2026-07-09

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-5.87%

Shares1.3K

Event2026-06-30

Filed2026-07-09

ILCV

ISHARES TR

2.70%

Shares3.2K

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

1.53%

Shares1.7K

Event2026-06-30

Filed2026-07-09

ACCENTURE PLC IRELAND

-8.57%

Shares2.6K

Event2026-06-30

Filed2026-07-09

WTW

WILLIS TOWERS WATSON PLC LTD

9.14%

Shares1.2K

Event2026-06-30

Filed2026-07-09

IBHF

ISHARES TR

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-09

KMI

KINDER MORGAN INC DEL

4.01%

Shares9.8K

Event2026-06-30

Filed2026-07-09

DIHP

DIMENSIONAL ETF TRUST

New

Shares9.1K

Event2026-06-30

Filed2026-07-09

FNDF

SCHWAB STRATEGIC TR

15.63%

Shares5.8K

Event2026-06-30

Filed2026-07-09

VRT

VERTIV HOLDINGS CO

-16.52%

Shares920

Event2026-06-30

Filed2026-07-09

ROST

ROSS STORES INC

-1.77%

Shares1.4K

Event2026-06-30

Filed2026-07-09

RIO

RIO TINTO PLC

-6.98%

Shares3.2K

Event2026-06-30

Filed2026-07-09

SOLS

SOLSTICE ADVANCED MATLS INC

2.18%

Shares3.5K

Event2026-06-30

Filed2026-07-09

FBND

FIDELITY MERRIMACK STR TR

1.08%

Shares6.7K

Event2026-06-30

Filed2026-07-09

SHEL

SHELL PLC

29.66%

Shares3.9K

Event2026-06-30

Filed2026-07-09

REALTY INCOME CORP

-0.27%

Shares4.9K

Event2026-06-30

Filed2026-07-09

HSBC

HSBC HLDGS PLC

13.11%

Shares3.1K

Event2026-06-30

Filed2026-07-09

IDEXX LABS INC

-0.88%

Shares565

Event2026-06-30

Filed2026-07-09

SCHJ

SCHWAB STRATEGIC TR

0.15%

Shares12.0K

Event2026-06-30

Filed2026-07-09

DOV

DOVER CORP

-0.38%

Shares1.3K

Event2026-06-30

Filed2026-07-09

IJK

ISHARES TR

-27.49%

Shares2.5K

Event2026-06-30

Filed2026-07-09

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.9K

Event2026-06-30

Filed2026-07-09

EMGF

ISHARES INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-09

AXON

AXON ENTERPRISE INC

-15.09%

Shares512

Event2026-06-30

Filed2026-07-09

FPE

FIRST TR EXCH TRADED FD III

New

Shares16.0K

Event2026-06-30

Filed2026-07-09

UPRO

PROSHARES TR

-27.51%

Shares2.0K

Event2026-06-30

Filed2026-07-09

NVO

NOVO-NORDISK A S

New

Shares6.0K

Event2026-06-30

Filed2026-07-09

UCON

FIRST TR EXCHNG TRADED FD VI

31.53%

Shares11.4K

Event2026-06-30

Filed2026-07-09

FELG

FIDELITY COVINGTON TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-09

IGRO

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-09

NKE

NIKE INC

23.53%

Shares6.8K

Event2026-06-30

Filed2026-07-09

OCTT

AIM ETF PRODUCTS TRUST

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-09

ORLY

OREILLY AUTOMOTIVE INC

32.80%

Shares3.0K

Event2026-06-30

Filed2026-07-09

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.7K

Event2026-06-30

Filed2026-07-09

CMCSA

COMCAST CORP NEW

-16.05%

Shares11.0K

Event2026-06-30

Filed2026-07-09

TOST

TOAST INC

0.10%

Shares9.6K

Event2026-06-30

Filed2026-07-09

CGGE

CAPITAL GROUP GLOBAL EQUITY

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-09

NOBL

PROSHARES TR

100.00%

Shares4.7K

Event2026-06-30

Filed2026-07-09

KKR

KKR & CO INC

-0.41%

Shares2.9K

Event2026-06-30

Filed2026-07-09

IDV

ISHARES TR

0.19%

Shares6.4K

Event2026-06-30

Filed2026-07-09

ADOBE INC

-9.62%

Shares1.3K

Event2026-06-30

Filed2026-07-09

BHP

BHP BILLITON LIMITED

New

Shares3.2K

Event2026-06-30

Filed2026-07-09

NBB

NUVEEN TAXABLE MUNICPAL INM

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-09

CRWV

COREWEAVE INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

BP PLC

23.94%

Shares7.0K

Event2026-06-30

Filed2026-07-09

USB

US BANCORP

-0.09%

Shares4.2K

Event2026-06-30

Filed2026-07-09

IONQ INC

New

Shares4.8K

Event2026-06-30

Filed2026-07-09

BSV

VANGUARD BD INDEX FDS

0.31%

Shares3.3K

Event2026-06-30

Filed2026-07-09

AWK

AMERICAN WTR WKS CO INC NEW

-3.79%

Shares1.9K

Event2026-06-30

Filed2026-07-09

FMDE

FIDELITY COVINGTON TRUST

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-09

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares27.4K

Event2026-06-30

Filed2026-07-09

MSCI

MSCI INC

-0.88%

Shares450

Event2026-06-30

Filed2026-07-09

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-09

AVDV

AMERICAN CENTY ETF TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

SPEM

SPDR INDEX SHS FDS

-0.35%

Shares4.8K

Event2026-06-30

Filed2026-07-09

WULF

TERAWULF INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-09

TRAVELERS COMPANIES INC

-7.08%

Shares748

Event2026-06-30

Filed2026-07-09

MPC

MARATHON PETE CORP

12.75%

Shares955

Event2026-06-30

Filed2026-07-09

CRH

CRH PLC

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

GLUE

MONTE ROSA THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-09

FTSL

FIRST TR EXCHANGE-TRADED FD

-52.51%

Shares5.4K

Event2026-06-30

Filed2026-07-09

VFH

VANGUARD WORLD FD

-1.56%

Shares1.8K

Event2026-06-30

Filed2026-07-09

DFSV

DIMENSIONAL ETF TRUST

New

Shares6.2K

Event2026-06-30

Filed2026-07-09

ASTRAZENECA PLC

4.91%

Shares1.3K

Event2026-06-30

Filed2026-07-09

FINS

ANGEL OAK FINL STRATEGIES IN

0.00%

Shares18.7K

Event2026-06-30

Filed2026-07-09

QDF

FLEXSHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-09

VIGI

VANGUARD WHITEHALL FDS

-12.30%

Shares2.6K

Event2026-06-30

Filed2026-07-09

AMSC

AMERICAN SUPERCONDUCTOR CORP

New

Shares5.7K

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares810

Event2026-06-30

Filed2026-07-09

MMC

MARSH & MCLENNAN COS INC

-15.29%

Shares1.4K

Event2026-06-30

Filed2026-07-09

ASE TECHNOLOGY HLDG CO LTD

New

Shares5.3K

Event2026-06-30

Filed2026-07-09

WELL

WELLTOWER INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-09

GRMN

GARMIN LTD

1.96%

Shares990

Event2026-06-30

Filed2026-07-09

TORONTO DOMINION BK ONT

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

EWC

ISHARES INC

0.82%

Shares4.1K

Event2026-06-30

Filed2026-07-09

QNITY ELECTRONICS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

COIN

COINBASE GLOBAL INC

-38.64%

Shares1.6K

Event2026-06-30

Filed2026-07-09

MTD

METTLER TOLEDO INTERNATIONAL

-29.84%

Shares181

Event2026-06-30

Filed2026-07-09

INVESCO EXCH TRADED FD TR II

-1.26%

Shares9.8K

Event2026-06-30

Filed2026-07-09

MGC

VANGUARD WORLD FD

New

Shares840

Event2026-06-30

Filed2026-07-09

UNILEVER PLC

-5.77%

Shares3.8K

Event2026-06-30

Filed2026-07-09

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

GSK PLC

15.48%

Shares4.3K

Event2026-06-30

Filed2026-07-09

MUFG

MITSUBISHI UFJ FINANCIAL GRO

New

Shares11.4K

Event2026-06-30

Filed2026-07-09

FDS

FACTSET RESH SYS INC

-19.84%

Shares986

Event2026-06-30

Filed2026-07-09

CAIE

CALAMOS ETF TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-09

HOOD

ROBINHOOD MKTS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

UMC

UNITED MICROELECTRONICS CORP

New

Shares8.2K

Event2026-06-30

Filed2026-07-09

ALIBABA GROUP HLDG LTD

4.46%

Shares2.3K

Event2026-06-30

Filed2026-07-09

GENERAL DYNAMICS CORP

-5.56%

Shares628

Event2026-06-30

Filed2026-07-09

DLN

WISDOMTREE TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

IBDT

ISHARES TR

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-09

SCHP

SCHWAB STRATEGIC TR

-5.65%

Shares8.4K

Event2026-06-30

Filed2026-07-09

ENTG

ENTEGRIS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

New

Shares904

Event2026-06-30

Filed2026-07-09

ULTA BEAUTY INC

-10.81%

Shares487

Event2026-06-30

Filed2026-07-09

FIRST TR EXCHANGE TRADED FD

New

Shares2.9K

Event2026-06-30

Filed2026-07-09

BANCO SANTANDER SA

-1.20%

Shares15.9K

Event2026-06-30

Filed2026-07-09

EMB

ISHARES TR

-18.66%

Shares2.3K

Event2026-06-30

Filed2026-07-09

IJT

ISHARES TR

-41.83%

Shares1.2K

Event2026-06-30

Filed2026-07-09

ICE

INTERCONTINENTAL EXCHANGE IN

11.78%

Shares1.8K

Event2026-06-30

Filed2026-07-09

FELC

FIDELITY COVINGTON TRUST

New

Shares5.1K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD WORLD FD

New

Shares1.8K

Event2026-06-30

Filed2026-07-09

TFC

TRUIST FINL CORP

New

Shares4.3K

Event2026-06-30

Filed2026-07-09

VOT

VANGUARD INDEX FDS

New

Shares696

Event2026-06-30

Filed2026-07-09

DFGR

DIMENSIONAL ETF TRUST

New

Shares7.3K

Event2026-06-30

Filed2026-07-09

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares639

Event2026-06-30

Filed2026-07-09

SNA

SNAP ON INC

New

Shares518

Event2026-06-30

Filed2026-07-09

LNG

CHENIERE ENERGY INC

4.57%

Shares869

Event2026-06-30

Filed2026-07-09

KMB

KIMBERLY-CLARK CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

SLB

SLB LIMITED

1.46%

Shares4.5K

Event2026-06-30

Filed2026-07-09

CFG

CITIZENS FINL GROUP INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-09

GWW

WW GRAINGER INC

New

Shares152

Event2026-06-30

Filed2026-07-09

ARCHROCK INC

New

Shares5.1K

Event2026-06-30

Filed2026-07-09

STNC

HENNESSY FDS TR

New

Shares5.3K

Event2026-06-30

Filed2026-07-09

IREN

IREN LIMITED

New

Shares4.5K

Event2026-06-30

Filed2026-07-09

AMERIPRISE FINL INC

-2.41%

Shares445

Event2026-06-30

Filed2026-07-09

XYZ

BLOCK INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-09

HIMU

BLACKROCK ETF TRUST II

New

Shares4.1K

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

-19.86%

Shares2.5K

Event2026-06-30

Filed2026-07-09

SYF

SYNCHRONY FINANCIAL

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

ILMN

ILLUMINA INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

HWM

HOWMET AEROSPACE INC

New

Shares744

Event2026-06-30

Filed2026-07-09

T1 ENERGY INC

-8.26%

Shares19.7K

Event2026-06-30

Filed2026-07-09

MFG

MIZUHO FINANCIAL GROUP INC

41.69%

Shares18.8K

Event2026-06-30

Filed2026-07-09

IBRX

IMMUNITYBIO INC

97.92%

Shares20.2K

Event2026-06-30

Filed2026-07-09

NMR

NOMURA HLDGS INC

6.42%

Shares14.7K

Event2026-06-30

Filed2026-07-09

AEGON LTD

New

Shares10.6K

Event2026-06-30

Filed2026-07-09

CYBN

CYBIN INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-09

SOC

SABLE OFFSHORE CORP

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-09

WIT

WIPRO LTD

37.50%

Shares23.3K

Event2026-06-30

Filed2026-07-09

ELTX

ELICIO THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-09

SLQT

SELECTQUOTE INC

0.00%

Shares28.5K

Event2026-06-30

Filed2026-07-09

INO

INOVIO PHARMACEUTICALS INC

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-09

GNPX

GENPREX INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-09

GTBP

GT BIOPHARMA INC

New

Shares11.0K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPOTIFY TECHNOLOGY S A Put PutSPOTIFY TECHNOLOGY S A800 shares0.00%2026-06-302026-07-09

SPOTIFY TECHNOLOGY S A Put

SPOTIFY TECHNOLOGY S A

0.00%

Shares800

Event2026-06-30

Filed2026-07-09