Sponsored

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

Currently, MBL Wealth, LLC holds 381 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in BIL (+199.4K shares, valued at $18.3M), CBTJ (+356.5K shares, valued at $6.2M), VO (+59.0K shares, valued at $4.8M); decreased their positions in NVDA (-25.4K shares, valued at $5.1M), EMXC (-29.4K shares, valued at $3.0M), N/A (-3.1K shares, valued at $1.8M); initiated new positions in DBMF (+51.5K shares, valued at $1.6M), SNTH (+36.8K shares, valued at $1.1M), ILF (+28.9K shares, valued at $977.0K).

1M P&L

+19.4M+1.71%

3M P&L

+3.2M+0.28%

HY P&L

-4.5M-0.39%

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/A960.5M

82.0%

2Semiconductors30.4M

2.6%

3Consumer Electronics26.5M

2.3%

Top Industries by Stock Count

1N/A145 stocks

42.9%

2Semiconductors14 stocks

4.1%

3Banks - Regional11 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T216.9K shares-0.39%2026-06-302026-07-15

BIL SPDR SERIES TRUST1.5M shares15.12%2026-06-302026-07-15

IJH ISHARES TR942.8K shares3.74%2026-06-302026-07-15

IEMG ISHARES INC668.1K shares1.82%2026-06-302026-07-15

DIVO AMPLIFY ETF TR1.0M shares4.48%2026-06-302026-07-15

ISTB ISHARES TR874.8K shares4.80%2026-06-302026-07-15

WORLD GOLD TR WORLD GOLD TR516.6K shares1.12%2026-06-302026-07-15

IJR ISHARES TR269.4K shares1.79%2026-06-302026-07-15

Sponsored

DFNM DIMENSIONAL ETF TRUST776.5K shares4.97%2026-06-302026-07-15

UITB VICTORY PORTFOLIOS II758.8K shares5.26%2026-06-302026-07-15

ISHARES TR ISHARES TR316.2K shares1.05%2026-06-302026-07-15

IEI ISHARES TR252.0K shares6.13%2026-06-302026-07-15

IDEV ISHARES TR312.9K shares3.94%2026-06-302026-07-15

MUNI PIMCO ETF TR505.3K shares6.20%2026-06-302026-07-15

AAPL APPLE INC91.7K shares-2.68%2026-06-302026-07-15

SHY ISHARES TR213.5K shares3.09%2026-06-302026-07-15

Sponsored

PTLC PACER FDS TR299.2K shares-2.71%2026-06-302026-07-15

QQQI NEOS ETF TRUST292.4K shares5.81%2026-06-302026-07-15

HYG ISHARES TR183.2K shares3.62%2026-06-302026-07-15

JCPB J P MORGAN EXCHANGE TRADED F290.4K shares26.82%2026-06-302026-07-15

NVDA NVIDIA CORPORATION67.2K shares-27.44%2026-06-302026-07-15

MODL VICTORY PORTFOLIOS II261.2K shares1.25%2026-06-302026-07-15

TBIL RBB FD INC258.1K shares14.76%2026-06-302026-07-15

GBIL GOLDMAN SACHS ETF TR126.2K shares-5.59%2026-06-302026-07-15

Sponsored

SUB ISHARES TR114.1K shares-3.72%2026-06-302026-07-15

CARY ANGEL OAK FUNDS TRUST530.6K shares-1.85%2026-06-302026-07-15

PSEP INNOVATOR ETFS TRUST225.9K shares-1.50%2026-06-302026-07-15

KJAN INNOVATOR ETFS TRUST224.5K shares1.39%2026-06-302026-07-15

MSFT MICROSOFT CORP26.7K shares-2.63%2026-06-302026-07-15

PTMC PACER FDS TR225.8K shares0.38%2026-06-302026-07-15

PTIN PACER FDS TR250.4K shares-0.91%2026-06-302026-07-15

SCHX SCHWAB STRATEGIC TR293.7K shares-1.73%2026-06-302026-07-15

Sponsored

GOOGL ALPHABET INC23.8K shares-1.36%2026-06-302026-07-15

FAUG FIRST TR EXCHNG TRADED FD VI148.7K shares-7.33%2026-06-302026-07-15

MLPA GLOBAL X FDS155.7K shares6.45%2026-06-302026-07-15

AMZN AMAZON COM INC33.5K shares0.88%2026-06-302026-07-15

PDEC INNOVATOR ETFS TRUST171.4K shares1.64%2026-06-302026-07-15

EMXC ISHARES INC76.8K shares-27.69%2026-06-302026-07-15

CBTJ CALAMOS ETF TR450.1K shares381.08%2026-06-302026-07-15

HGER HARBOR ETF TRUST259.7K shares8.98%2026-06-302026-07-15

Sponsored

PJUL INNOVATOR ETFS TRUST141.1K shares-4.98%2026-06-302026-07-15

THIR THOR FINL TECHNOLOGIES TR196.2K shares6.07%2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY INC DEL13.5K shares1.95%2026-06-302026-07-15

VO VANGUARD INDEX FDS81.7K shares260.52%2026-06-302026-07-15

LABCORP HOLDINGS INC LABCORP HOLDINGS INC23.4K shares-0.22%2026-06-302026-07-15

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F100.9K shares-6.47%2026-06-302026-07-15

GOOG ALPHABET INC17.4K shares2.31%2026-06-302026-07-15

AMD ADVANCED MICRO DEVICES INC10.5K shares4.71%2026-06-302026-07-15

Sponsored

JPEF J P MORGAN EXCHANGE TRADED F75.1K shares0.58%2026-06-302026-07-15

VOO VANGUARD INDEX FDS8.5K shares0.24%2026-06-302026-07-15

PTNQ PACER FDS TR63.9K shares-3.03%2026-06-302026-07-15

BROADCOM INC BROADCOM INC14.9K shares-14.98%2026-06-302026-07-15

TSLA TESLA INC13.2K shares4.30%2026-06-302026-07-15

TDVG T ROWE PRICE EXCHANGE-TRADED112.0K shares-20.13%2026-06-302026-07-15

UAUG INNOVATOR ETFS TRUST127.6K shares0.36%2026-06-302026-07-15

RUNN STRATEGIC TRUST160.9K shares-17.95%2026-06-302026-07-15

Sponsored

TOWN TOWNEBANK PORTSMOUTH VA142.1K shares-1.35%2026-06-302026-07-15

VNQ VANGUARD INDEX FDS53.3K shares7.50%2026-06-302026-07-15

EOCT INNOVATOR ETFS TRUST147.2K shares-1.01%2026-06-302026-07-15

FNOV FIRST TR EXCHNG TRADED FD VI82.4K shares3.98%2026-06-302026-07-15

FJUL FIRST TR EXCHNG TRADED FD VI80.2K shares-12.25%2026-06-302026-07-15

EJAN INNOVATOR ETFS TRUST132.0K shares2.21%2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO13.2K shares-1.97%2026-06-302026-07-15

MU MICRON TECHNOLOGY INC3.6K shares-28.94%2026-06-302026-07-15

Sponsored

FMHI FIRST TR EXCH TRADED FD III77.6K shares-1.15%2026-06-302026-07-15

SPYG SPDR SERIES TRUST31.5K shares-19.97%2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC6.3K shares-33.20%2026-06-302026-07-15

IWF ISHARES TR27.5K shares294.20%2026-06-302026-07-15

CAT CATERPILLAR INC3.2K shares2.97%2026-06-302026-07-15

GLD SPDR GOLD TR9.1K shares-12.11%2026-06-302026-07-15

VGT VANGUARD WORLD FD25.7K shares699.38%2026-06-302026-07-15

UDEC INNOVATOR ETFS TRUST71.9K shares0.47%2026-06-302026-07-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F50.2K shares-0.98%2026-06-302026-07-15

QQWZ PACER FDS TR101.1K shares46.09%2026-06-302026-07-15

MIAX MIAMI INTL HLDGS INC78.9K shares-9.27%2026-06-302026-07-15

LLY ELI LILLY & CO2.4K shares0.70%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON10.4K shares-3.22%2026-06-302026-07-15

GRNY TIDAL TRUST I93.6K shares571.30%2026-06-302026-07-15

BAC BANK OF AMER CORP42.9K shares19.12%2026-06-302026-07-15

VISA INC VISA INC7.0K shares-2.06%2026-06-302026-07-15

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.6K shares0.08%2026-06-302026-07-15

GS GOLDMAN SACHS GROUP INC2.4K shares-3.34%2026-06-302026-07-15

LRCX LAM RESEARCH CORP5.1K shares7.27%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS5.9K shares-0.15%2026-06-302026-07-15

NPFI NUSHARES ETF TR83.6K shares543.21%2026-06-302026-07-15

RTX CORPORATION RTX CORPORATION11.4K shares1.23%2026-06-302026-07-15

IBM INTERNATIONAL BUSINESS MACHS7.7K shares-10.53%2026-06-302026-07-15

WMT WALMART INC18.0K shares-5.12%2026-06-302026-07-15

Sponsored

IWR ISHARES TR18.4K shares-4.91%2026-06-302026-07-15

HD HOME DEPOT INC5.6K shares-1.05%2026-06-302026-07-15

ABBVIE INC ABBVIE INC7.9K shares-11.12%2026-06-302026-07-15

ITOT ISHARES TR11.5K shares5.01%2026-06-302026-07-15

INTC INTEL CORP13.5K shares126.08%2026-06-302026-07-15

BANDWIDTH INC BANDWIDTH INC29.1K shares0.00%2026-06-302026-07-15

JTEK J P MORGAN EXCHANGE TRADED F16.3K shares-37.65%2026-06-302026-07-15

CVX CHEVRON CORPORATION10.9K shares20.84%2026-06-302026-07-15

Sponsored

GE GE AEROSPACE4.8K shares27.55%2026-06-302026-07-15

MLPB UBS AG LONDON BRANCH60.0K shares-0.13%2026-06-302026-07-15

PYLD PIMCO ETF TR65.1K shares-40.82%2026-06-302026-07-15

ISHARES TR ISHARES TR2.2K shares1.68%2026-06-302026-07-15

MRK MERCK & CO INC12.6K shares2.53%2026-06-302026-07-15

DBMF LITMAN GREGORY FDS TR51.5K sharesnew addition2026-06-302026-07-15

CISCO SYS INC CISCO SYS INC13.4K shares19.66%2026-06-302026-07-15

DUK DUKE ENERGY CORP NEW12.2K shares2.17%2026-06-302026-07-15

Sponsored

IBIT ISHARES BITCOIN TRUST ETF44.3K shares3.47%2026-06-302026-07-15

IWM ISHARES TR4.9K shares-21.86%2026-06-302026-07-15

IWY ISHARES TR5.0K shares0.00%2026-06-302026-07-15

VRT VERTIV HOLDINGS CO4.3K shares1.01%2026-06-302026-07-15

ACIO ETF SER SOLUTIONS29.7K shares-37.42%2026-06-302026-07-15

ORACLE CORP ORACLE CORP9.2K shares24.80%2026-06-302026-07-15

PG PROCTER & GAMBLE CO9.1K shares-3.51%2026-06-302026-07-15

GEV GE VERNOVA INC1.1K shares31.88%2026-06-302026-07-15

Sponsored

PANW PALO ALTO NETWORKS INC3.8K shares-2.04%2026-06-302026-07-15

SCHA SCHWAB STRATEGIC TR36.3K shares-3.46%2026-06-302026-07-15

APPLIED MATLS INC APPLIED MATLS INC1.8K shares6.85%2026-06-302026-07-15

FCNCA FIRST CTZNS BANCSHARES INC D622 shares0.00%2026-06-302026-07-15

GLW CORNING INC5.1K shares19.88%2026-06-302026-07-15

UMAR INNOVATOR ETFS TRUST30.4K shares-1.62%2026-06-302026-07-15

KLAC KLA CORP4.1K shares1438.49%2026-06-302026-07-15

MS MORGAN STANLEY5.8K shares8.51%2026-06-302026-07-15

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.7K shares37.28%2026-06-302026-07-15

IWD ISHARES TR4.6K shares-0.86%2026-06-302026-07-15

NSC NORFOLK SOUTHN CORP3.5K shares0.80%2026-06-302026-07-15

IAU ISHARES GOLD TR14.7K shares2.83%2026-06-302026-07-15

SNTH TIDAL TRUST III36.8K sharesnew addition2026-06-302026-07-15

SMMU PIMCO ETF TR21.7K shares-0.46%2026-06-302026-07-15

PRK PARK NATL CORP5.9K shares0.00%2026-06-302026-07-15

KO COCA COLA CO13.3K shares-3.16%2026-06-302026-07-15

Sponsored

SPYD SPDR SERIES TRUST22.5K shares-13.46%2026-06-302026-07-15

C CITIGROUP INC7.6K shares1.47%2026-06-302026-07-15

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.4K shares-19.40%2026-06-302026-07-15

TJX TJX COS INC NEW6.9K shares-2.08%2026-06-302026-07-15

VEU VANGUARD INTL EQUITY INDEX F12.5K shares-3.41%2026-06-302026-07-15

TOTL SSGA ACTIVE ETF TR26.5K shares-6.76%2026-06-302026-07-15

HCA HCA HEALTHCARE INC2.6K shares-2.10%2026-06-302026-07-15

WFC WELLS FARGO & CO12.0K shares56.83%2026-06-302026-07-15

Sponsored

DE DEERE & CO1.6K shares-2.07%2026-06-302026-07-15

BLK BLACKROCK INC1.0K shares-1.92%2026-06-302026-07-15

LOW LOWES COS INC4.4K shares8.21%2026-06-302026-07-15

ILF ISHARES TR28.9K sharesnew addition2026-06-302026-07-15

UJAN INNOVATOR ETFS TRUST21.2K shares-13.08%2026-06-302026-07-15

WDC WESTERN DIGITAL CORP1.5K shares31.60%2026-06-302026-07-15

XLK SELECT SECTOR SPDR TR5.0K shares-7.84%2026-06-302026-07-15

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.8K shares-8.55%2026-06-302026-07-15

Sponsored

QUANTA SVCS INC QUANTA SVCS INC1.3K sharesnew addition2026-06-302026-07-15

SLI STANDARD LITHIUM CORP331.0K shares29.30%2026-06-302026-07-15

IQLT ISHARES TR18.3K shares-10.43%2026-06-302026-07-15

ALAB ASTERA LABS INC1.9K sharesnew addition2026-06-302026-07-15

VZ VERIZON COMMUNICATIONS INC20.8K shares3.47%2026-06-302026-07-15

FREEPORT MCMORAN INC FREEPORT MCMORAN INC13.8K shares12.27%2026-06-302026-07-15

BSV VANGUARD BD INDEX FDS11.1K shares0.00%2026-06-302026-07-15

EFA ISHARES TR8.2K shares-26.85%2026-06-302026-07-15

Sponsored

QQQ INVESCO QQQ TR1.2K shares-2.95%2026-06-302026-07-15

TFC TRUIST FINL CORP16.6K shares-0.48%2026-06-302026-07-15

SCHF SCHWAB STRATEGIC TR29.8K shares0.00%2026-06-302026-07-15

VB VANGUARD INDEX FDS2.7K shares0.00%2026-06-302026-07-15

RXO RXO INC29.5K shares-39.80%2026-06-302026-07-15

SNDK SANDISK CORP356 sharesnew addition2026-06-302026-07-15

SPYI NEOS ETF TRUST15.0K shares0.00%2026-06-302026-07-15

CAH CARDINAL HEALTH INC3.3K shares-0.78%2026-06-302026-07-15

Sponsored

QUAL ISHARES TR3.5K shares-2.48%2026-06-302026-07-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL791 shares-8.34%2026-06-302026-07-15

WSM WILLIAMS SONOMA INC3.3K shares-14.39%2026-06-302026-07-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-15

MCD MCDONALDS CORP2.7K shares-17.20%2026-06-302026-07-15

3M CO 3M CO4.5K shares-17.11%2026-06-302026-07-15

BX BLACKSTONE INC6.2K shares-9.33%2026-06-302026-07-15

VEA VANGUARD TAX-MANAGED FDS10.2K shares1.39%2026-06-302026-07-15

Sponsored

PSX PHILLIPS 664.3K shares3.26%2026-06-302026-07-15

AON AON PLC2.2K shares-2.39%2026-06-302026-07-15

AXP AMERICAN EXPRESS CO2.1K shares-7.39%2026-06-302026-07-15

SIMO SILICON MOTION TECHNOLOGY CO2.0K sharesnew addition2026-06-302026-07-15

DFUV DIMENSIONAL ETF TRUST12.2K shares9.81%2026-06-302026-07-15

NEXTERA ENERGY INC NEXTERA ENERGY INC7.7K shares39.88%2026-06-302026-07-15

VCIT VANGUARD SCOTTSDALE FDS8.0K shares0.00%2026-06-302026-07-15

JVAL J P MORGAN EXCHANGE TRADED F11.0K shares0.00%2026-06-302026-07-15

Sponsored

UNP UNION PAC CORP2.3K shares0.17%2026-06-302026-07-15

JBBB JANUS DETROIT STR TR13.4K shares-39.94%2026-06-302026-07-15

HEI HEICO CORP NEW1.7K shares-0.40%2026-06-302026-07-15

VUG VANGUARD INDEX FDS7.2K shares500.00%2026-06-302026-07-15

IWB ISHARES TR1.5K shares1.14%2026-06-302026-07-15

SBUX STARBUCKS CORP6.0K shares-1.60%2026-06-302026-07-15

SITM SITIME CORP825 sharesnew addition2026-06-302026-07-15

UPS UNITED PARCEL SVCS INC5.7K shares6.16%2026-06-302026-07-15

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-11.73%2026-06-302026-07-15

ABFL ABACUS FCF ETF TR7.0K shares-2.44%2026-06-302026-07-15

ASML ASML HLDG NV300 shares-7.69%2026-06-302026-07-15

FDX FEDEX CORP1.9K shares-5.12%2026-06-302026-07-15

NETFLIX INC. NETFLIX INC.8.3K shares-9.29%2026-06-302026-07-15

BUFR FIRST TR EXCHNG TRADED FD VI16.1K shares-5.29%2026-06-302026-07-15

XLE SELECT SECTOR SPDR TR10.9K shares0.00%2026-06-302026-07-15

SPYV SPDR SERIES TRUST9.5K shares0.70%2026-06-302026-07-15

Sponsored

SOUTHERN CO SOUTHERN CO6.0K shares-8.61%2026-06-302026-07-15

BE BLOOM ENERGY CORP1.9K sharesnew addition2026-06-302026-07-15

GD GENERAL DYNAMICS CORP1.6K shares-5.71%2026-06-302026-07-15

SYK STRYKER CORPORATION1.8K shares-18.32%2026-06-302026-07-15

CBRS CEREBRAS SYSTEMS INC2.5K sharesnew addition2026-06-302026-07-15

MO ALTRIA GROUP INC7.8K shares3.19%2026-06-302026-07-15

USRT ISHARES TR8.3K shares0.00%2026-06-302026-07-15

HYMB SPDR SERIES TRUST21.7K shares2.53%2026-06-302026-07-15

Sponsored

IXUS ISHARES TR5.7K shares5.79%2026-06-302026-07-15

EMR EMERSON ELEC CO3.8K shares0.67%2026-06-302026-07-15

AMGN AMGEN INC1.5K shares-2.25%2026-06-302026-07-15

CEF SPROTT ASSET MANAGEMENT LP13.2K shares0.68%2026-06-302026-07-15

FIX COMFORT SYS USA INC267 shares-7.61%2026-06-302026-07-15

AEP AMERICAN ELEC PWR CO INC3.8K shares-0.67%2026-06-302026-07-15

POCT INNOVATOR ETFS TRUST11.3K shares2.04%2026-06-302026-07-15

GMAY FIRST TR EXCHNG TRADED FD VI12.0K shares0.00%2026-06-302026-07-15

Sponsored

Q QNITY ELECTRONICS INC3.1K shares0.00%2026-06-302026-07-15

PFE PFIZER INC21.0K shares18.71%2026-06-302026-07-15

IWX ISHARES TR4.8K shares0.00%2026-06-302026-07-15

PM PHILIP MORRIS INTL INC2.7K shares12.80%2026-06-302026-07-15

DIS DISNEY WALT CO5.1K shares-8.55%2026-06-302026-07-15

TXN TEXAS INSTRS INC1.6K shares20.23%2026-06-302026-07-15

FLQM FRANKLIN TEMPLETON ETF TR8.4K shares49.03%2026-06-302026-07-15

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.5K shares-9.85%2026-06-302026-07-15

Sponsored

ABT ABBOTT LABORATORIES5.3K shares138.67%2026-06-302026-07-15

BMY BRISTOL-MYERS SQUIBB CO8.3K shares-14.72%2026-06-302026-07-15

LMT LOCKHEED MARTIN CORP936 shares-5.36%2026-06-302026-07-15

SPDW SPDR INDEX SHS FDS9.4K shares0.00%2026-06-302026-07-15

MLPX GLOBAL X FDS6.4K shares-0.39%2026-06-302026-07-15

ISRG INTUITIVE SURGICAL INC1.2K shares16.22%2026-06-302026-07-15

AAOI APPLIED OPTOELECTRONICS INC3.1K sharesnew addition2026-06-302026-07-15

LIN LINDE PLC879 shares15.81%2026-06-302026-07-15

Sponsored

CRWV COREWEAVE INC4.6K shares1.69%2026-06-302026-07-15

CHUBB LIMITED CHUBB LIMITED1.3K shares22.88%2026-06-302026-07-15

GMAR FIRST TR EXCHNG TRADED FD VI10.0K shares0.00%2026-06-302026-07-15

CNC CENTENE CORP DEL6.8K shares4.95%2026-06-302026-07-15

DG DOLLAR GEN CORP3.8K shares-15.91%2026-06-302026-07-15

ISHARES TR ISHARES TR4.4K shares-1.37%2026-06-302026-07-15

FNB F N B CORP22.8K shares18.81%2026-06-302026-07-15

QYLD GLOBAL X FDS23.6K shares0.00%2026-06-302026-07-15

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2026-06-302026-07-15

VBK VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-15

MAS MASCO CORP5.2K shares16.88%2026-06-302026-07-15

BOND PIMCO ETF TR4.4K shares-4.31%2026-06-302026-07-15

NUE NUCOR CORP1.8K shares5.80%2026-06-302026-07-15

CRS CARPENTER TECHNOLOGY CORP643 sharesnew addition2026-06-302026-07-15

BALT INNOVATOR ETFS TRUST11.5K shares-8.00%2026-06-302026-07-15

GILD GILEAD SCIENCES INC3.1K shares-2.58%2026-06-302026-07-15

Sponsored

VIK VIKING HOLDINGS LTD3.7K shares14.46%2026-06-302026-07-15

VTV VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-15

LQDA LIQUIDIA CORPORATION4.8K shares-29.24%2026-06-302026-07-15

EIX EDISON INTL5.1K shares-24.99%2026-06-302026-07-15

SLB SLB LIMITED8.0K shares-0.53%2026-06-302026-07-15

ABNB AIRBNB INC2.6K shares38.05%2026-06-302026-07-15

TER TERADYNE INC753 sharesnew addition2026-06-302026-07-15

DFUS DIMENSIONAL ETF TRUST4.4K sharesnew addition2026-06-302026-07-15

Sponsored

COF CAPITAL ONE FINL CORP1.8K shares14.47%2026-06-302026-07-15

SHW SHERWIN WILLIAMS CO1.0K shares0.00%2026-06-302026-07-15

TT TRANE TECHNOLOGIES PLC719 shares28.16%2026-06-302026-07-15

DVN DEVON ENERGY CORP NEW8.5K shares-4.19%2026-06-302026-07-15

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.4K shares27.06%2026-06-302026-07-15

MDY STATE STR SPDR S&P MIDCAP 40500 shares0.00%2026-06-302026-07-15

MOH MOLINA HEALTHCARE INC1.5K sharesnew addition2026-06-302026-07-15

JBHT HUNT J B TRANS SVCS INC1.2K shares5.76%2026-06-302026-07-15

Sponsored

EEM ISHARES TR5.1K shares0.00%2026-06-302026-07-15

GJUL FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2026-06-302026-07-15

MXL MAXLINEAR INC2.7K sharesnew addition2026-06-302026-07-15

PEP PEPSICO INC2.5K shares-38.76%2026-06-302026-07-15

DOW DOW HLDGS INC12.4K shares-2.76%2026-06-302026-07-15

DAL DELTA AIR LINES INC3.6K shares11.40%2026-06-302026-07-15

PKG PACKAGING CORP AMER1.4K shares-0.07%2026-06-302026-07-15

GSLC GOLDMAN SACHS ETF TR2.4K shares0.00%2026-06-302026-07-15

Sponsored

MTSI MACOM TECH SOLUTIONS HLDGS I876 sharesnew addition2026-06-302026-07-15

FFEB FIRST TR EXCHNG TRADED FD VI5.5K shares-0.91%2026-06-302026-07-15

BND VANGUARD BD INDEX FDS4.4K shares0.25%2026-06-302026-07-15

NKE NIKE INC7.9K shares-32.11%2026-06-302026-07-15

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.8K shares-47.21%2026-06-302026-07-15

VST VISTRA CORP2.0K shares-5.07%2026-06-302026-07-15

MKL MARKEL GROUP INC162 shares8.72%2026-06-302026-07-15

FHEQ FIDELITY GREENWOOD STREET TR9.6K sharesnew addition2026-06-302026-07-15

Sponsored

SCHD SCHWAB STRATEGIC TR9.9K shares0.00%2026-06-302026-07-15

ES EVERSOURCE ENERGY4.3K sharesnew addition2026-06-302026-07-15

PCG PG&E CORP18.5K shares-5.74%2026-06-302026-07-15

DFAS DIMENSIONAL ETF TRUST3.7K shares19.08%2026-06-302026-07-15

PREF PRINCIPAL EXCHANGE TRADED FD16.0K shares-3.03%2026-06-302026-07-15

VRTX VERTEX PHARMACEUTICALS INC612 shares9.87%2026-06-302026-07-15

GSEP FIRST TR EXCHNG TRADED FD VI7.4K shares15.63%2026-06-302026-07-15

VOT VANGUARD INDEX FDS985 shares-9.22%2026-06-302026-07-15

Sponsored

GM GENERAL MTRS CO3.9K shares1.81%2026-06-302026-07-15

ALL ALLSTATE CORP1.2K sharesnew addition2026-06-302026-07-15

CMI CUMMINS INC413 sharesnew addition2026-06-302026-07-15

QCOM QUALCOMM INC1.6K sharesnew addition2026-06-302026-07-15

CVS CVS HEALTH CORP2.8K shares0.11%2026-06-302026-07-15

IRM IRON MTN INC DEL2.3K sharesnew addition2026-06-302026-07-15

WCN WASTE CONNECTIONS INC1.7K sharesnew addition2026-06-302026-07-15

TSM TAIWAN SEMICONDUCTOR MANUFAC602 shares-7.81%2026-06-302026-07-15

Sponsored

CARR CARRIER GLOBAL CORPORATION3.9K sharesnew addition2026-06-302026-07-15

FTNT FORTINET INC1.9K sharesnew addition2026-06-302026-07-15

UBER UBER TECHNOLOGIES INC3.9K shares-32.24%2026-06-302026-07-15

MAA MID-AMER APT CMNTYS INC2.0K sharesnew addition2026-06-302026-07-15

KKR KKR & CO INC3.1K sharesnew addition2026-06-302026-07-15

OXY OCCIDENTAL PETE CORP5.8K shares41.63%2026-06-302026-07-15

FSEP FIRST TR EXCHNG TRADED FD VI5.1K shares3.05%2026-06-302026-07-15

BA BOEING CO1.3K sharesnew addition2026-06-302026-07-15

Sponsored

SNPS SYNOPSYS INC622 sharesnew addition2026-06-302026-07-15

VMC VULCAN MATLS CO934 shares4.24%2026-06-302026-07-15

EYLD CAMBRIA ETF TR6.0K shares-27.14%2026-06-302026-07-15

EOG EOG RES INC2.1K shares20.69%2026-06-302026-07-15

PAYX PAYCHEX INC2.8K sharesnew addition2026-06-302026-07-15

EPD ENTERPRISE PRODS PARTNERS L7.5K shares7.19%2026-06-302026-07-15

MMC MARSH & MCLENNAN COS INC1.6K shares-10.74%2026-06-302026-07-15

ADI ANALOG DEVICES INC681 sharesnew addition2026-06-302026-07-15

Sponsored

NVT NVENT ELEC PLC1.6K sharesnew addition2026-06-302026-07-15

PRFZ INVESCO EXCHANGE TRADED FD T4.8K shares-2.05%2026-06-302026-07-15

BSX BOSTON SCIENTIFIC CORP6.2K shares28.98%2026-06-302026-07-15

RF REGIONS FINANCIAL CORP NEW8.7K shares5.07%2026-06-302026-07-15

EME EMCOR GROUP INC317 shares16.97%2026-06-302026-07-15

CEG CONSTELLATION ENERGY CORP1.1K shares-18.22%2026-06-302026-07-15

ASTRAZENECA PLC ASTRAZENECA PLC1.4K shares0.00%2026-06-302026-07-15

AMT AMERICAN TOWER CORP1.6K sharesnew addition2026-06-302026-07-15

Sponsored

UAL UNITED AIRLS HLDGS INC1.9K sharesnew addition2026-06-302026-07-15

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.0K sharesnew addition2026-06-302026-07-15

APH AMPHENOL CORP1.5K shares-25.87%2026-06-302026-07-15

PNC PNC FINL SVCS GROUP INC1.0K sharesnew addition2026-06-302026-07-15

GIS GENERAL MILLS INC7.4K shares-15.62%2026-06-302026-07-15

VBR VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-07-15

OC OWENS CORNING NEW1.6K sharesnew addition2026-06-302026-07-15

NBIX NEUROCRINE BIOSCIENCES INC1.5K shares-2.91%2026-06-302026-07-15

Sponsored

ITW ILLINOIS TOOL WKS INC934 sharesnew addition2026-06-302026-07-15

TMUS T-MOBILE US INC1.5K sharesnew addition2026-06-302026-07-15

DYNF BLACKROCK ETF TRUST3.7K sharesnew addition2026-06-302026-07-15

IJJ ISHARES TR1.7K shares-2.86%2026-06-302026-07-15

VYM VANGUARD WHITEHALL FDS1.6K shares7.05%2026-06-302026-07-15

ETN EATON CORP PLC577 sharesnew addition2026-06-302026-07-15

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC1.9K sharesnew addition2026-06-302026-07-15

VRSN VERISIGN INC977 sharesnew addition2026-06-302026-07-15

Sponsored

ROST ROSS STORES INC1.1K sharesnew addition2026-06-302026-07-15

PJAN INNOVATOR ETFS TRUST4.9K shares-29.35%2026-06-302026-07-15

SCHC SCHWAB STRATEGIC TR5.0K shares-23.08%2026-06-302026-07-15

HPE HEWLETT PACKARD ENTERPRISE C5.3K sharesnew addition2026-06-302026-07-15

APD AIR PRODUCTS AND CHEMICALS I818 sharesnew addition2026-06-302026-07-15

HBAN HUNTINGTON BANCSHARES INC13.3K sharesnew addition2026-06-302026-07-15

APPLIED INDL TECHNOLOGIES IN APPLIED INDL TECHNOLOGIES IN694 sharesnew addition2026-06-302026-07-15

EWJ ISHARES INC2.5K sharesnew addition2026-06-302026-07-15

Sponsored

LHX L3HARRIS TECHNOLOGIES INC806 shares31.48%2026-06-302026-07-15

HONEYWELL INTL INC HONEYWELL INTL INC1.0K sharesnew addition2026-06-302026-07-15

SNOWFLAKE INC SNOWFLAKE INC912 sharesnew addition2026-06-302026-07-15

NVR NVR INC34 sharesnew addition2026-06-302026-07-15

LINE LINEAGE INC5.3K sharesnew addition2026-06-302026-07-15

DFAC DIMENSIONAL ETF TRUST5.2K shares0.00%2026-06-302026-07-15

MPC MARATHON PETE CORP902 shares1.46%2026-06-302026-07-15

TEAM ATLASSIAN CORPORATION2.9K sharesnew addition2026-06-302026-07-15

Sponsored

CI THE CIGNA GROUP831 shares3.10%2026-06-302026-07-15

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.0K sharesnew addition2026-06-302026-07-15

DKNG DRAFTKINGS INC NEW8.9K sharesnew addition2026-06-302026-07-15

POOL CORP POOL CORP1.0K sharesnew addition2026-06-302026-07-15

TEL TE CONNECTIVITY PLC1.1K shares5.08%2026-06-302026-07-15

JEPI J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2026-06-302026-07-15

PRU PRUDENTIAL FINL INC2.1K sharesnew addition2026-06-302026-07-15

RBC RBC BEARINGS INC343 sharesnew addition2026-06-302026-07-15

Sponsored

BK BANK OF NY MELLON CORP1.5K sharesnew addition2026-06-302026-07-15

CBSH COMMERCE BANCSHARES INC3.8K sharesnew addition2026-06-302026-07-15

LYB LYONDELLBASELL INDUSTRIES NV4.1K sharesnew addition2026-06-302026-07-15

MHK MOHAWK INDS INC1.8K sharesnew addition2026-06-302026-07-15

FTRE FORTREA HLDGS INC12.4K shares-21.91%2026-06-302026-07-15

ANET ARISTA NETWORKS INC1.3K sharesnew addition2026-06-302026-07-15

VLO VALERO ENERGY CORP825 sharesnew addition2026-06-302026-07-15

DOMINION ENERGY INC DOMINION ENERGY INC3.1K sharesnew addition2026-06-302026-07-15

Sponsored

AFL AFLAC INC1.8K sharesnew addition2026-06-302026-07-15

VHT VANGUARD WORLD FD707 sharesnew addition2026-06-302026-07-15

IVW ISHARES TR1.5K sharesnew addition2026-06-302026-07-15

ITT ITT INC1.1K shares-22.59%2026-06-302026-07-15

MLI MUELLER INDS INC1.7K sharesnew addition2026-06-302026-07-15

PB PROSPERITY BANCSHARES INC2.8K sharesnew addition2026-06-302026-07-15

COP CONOCOPHILLIPS2.0K shares0.56%2026-06-302026-07-15

DFIV DIMENSIONAL ETF TRUST3.8K sharesnew addition2026-06-302026-07-15

Sponsored

RPRX ROYALTY PHARMA PLC3.6K sharesnew addition2026-06-302026-07-15

CL COLGATE PALMOLIVE CO2.2K sharesnew addition2026-06-302026-07-15

OMF ONEMAIN HLDGS INC3.3K sharesnew addition2026-06-302026-07-15

SERVICENOW INC SERVICENOW INC2.0K sharesnew addition2026-06-302026-07-15

HLT HILTON WORLDWIDE HLDGS INC607 sharesnew addition2026-06-302026-07-15

VLY VALLEY NATL BANCORP13.6K shares3.89%2026-06-302026-07-15

EXG EATON VANCE TAX-MANAGED GLOB19.1K shares0.00%2026-06-302026-07-15

CAG CONAGRA BRANDS INC12.7K sharesnew addition2026-06-302026-07-15

Sponsored

GPK GRAPHIC PACKAGING HLDG CO14.7K sharesnew addition2026-06-302026-07-15

GCV GABELLI CONV & INC SECS FD I23.2K shares0.00%2026-06-302026-07-15

FLYX FLYEXCLUSIVE INC28.2K shares0.00%2026-06-302026-07-15

ARCHER AVIATION INC ARCHER AVIATION INC10.0K sharesnew addition2026-06-302026-07-15

PLUG PLUG PWR INC10.0K sharesnew addition2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T

-0.39%

Shares216.9K

Event2026-06-30

Filed2026-07-15

BIL

SPDR SERIES TRUST

15.12%

Shares1.5M

Event2026-06-30

Filed2026-07-15

IJH

ISHARES TR

3.74%

Shares942.8K

Event2026-06-30

Filed2026-07-15

IEMG

ISHARES INC

1.82%

Shares668.1K

Event2026-06-30

Filed2026-07-15

DIVO

AMPLIFY ETF TR

4.48%

Shares1.0M

Event2026-06-30

Filed2026-07-15

ISTB

ISHARES TR

4.80%

Shares874.8K

Event2026-06-30

Filed2026-07-15

WORLD GOLD TR

1.12%

Shares516.6K

Event2026-06-30

Filed2026-07-15

IJR

ISHARES TR

1.79%

Shares269.4K

Event2026-06-30

Filed2026-07-15

DFNM

DIMENSIONAL ETF TRUST

4.97%

Shares776.5K

Event2026-06-30

Filed2026-07-15

UITB

VICTORY PORTFOLIOS II

5.26%

Shares758.8K

Event2026-06-30

Filed2026-07-15

ISHARES TR

1.05%

Shares316.2K

Event2026-06-30

Filed2026-07-15

IEI

ISHARES TR

6.13%

Shares252.0K

Event2026-06-30

Filed2026-07-15

IDEV

ISHARES TR

3.94%

Shares312.9K

Event2026-06-30

Filed2026-07-15

MUNI

PIMCO ETF TR

6.20%

Shares505.3K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-2.68%

Shares91.7K

Event2026-06-30

Filed2026-07-15

SHY

ISHARES TR

3.09%

Shares213.5K

Event2026-06-30

Filed2026-07-15

PTLC

PACER FDS TR

-2.71%

Shares299.2K

Event2026-06-30

Filed2026-07-15

QQQI

NEOS ETF TRUST

5.81%

Shares292.4K

Event2026-06-30

Filed2026-07-15

HYG

ISHARES TR

3.62%

Shares183.2K

Event2026-06-30

Filed2026-07-15

JCPB

J P MORGAN EXCHANGE TRADED F

26.82%

Shares290.4K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

-27.44%

Shares67.2K

Event2026-06-30

Filed2026-07-15

MODL

VICTORY PORTFOLIOS II

1.25%

Shares261.2K

Event2026-06-30

Filed2026-07-15

TBIL

RBB FD INC

14.76%

Shares258.1K

Event2026-06-30

Filed2026-07-15

GBIL

GOLDMAN SACHS ETF TR

-5.59%

Shares126.2K

Event2026-06-30

Filed2026-07-15

SUB

ISHARES TR

-3.72%

Shares114.1K

Event2026-06-30

Filed2026-07-15

CARY

ANGEL OAK FUNDS TRUST

-1.85%

Shares530.6K

Event2026-06-30

Filed2026-07-15

PSEP

INNOVATOR ETFS TRUST

-1.50%

Shares225.9K

Event2026-06-30

Filed2026-07-15

KJAN

INNOVATOR ETFS TRUST

1.39%

Shares224.5K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

-2.63%

Shares26.7K

Event2026-06-30

Filed2026-07-15

PTMC

PACER FDS TR

0.38%

Shares225.8K

Event2026-06-30

Filed2026-07-15

PTIN

PACER FDS TR

-0.91%

Shares250.4K

Event2026-06-30

Filed2026-07-15

SCHX

SCHWAB STRATEGIC TR

-1.73%

Shares293.7K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

-1.36%

Shares23.8K

Event2026-06-30

Filed2026-07-15

FAUG

FIRST TR EXCHNG TRADED FD VI

-7.33%

Shares148.7K

Event2026-06-30

Filed2026-07-15

MLPA

GLOBAL X FDS

6.45%

Shares155.7K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

0.88%

Shares33.5K

Event2026-06-30

Filed2026-07-15

PDEC

INNOVATOR ETFS TRUST

1.64%

Shares171.4K

Event2026-06-30

Filed2026-07-15

EMXC

ISHARES INC

-27.69%

Shares76.8K

Event2026-06-30

Filed2026-07-15

CBTJ

CALAMOS ETF TR

381.08%

Shares450.1K

Event2026-06-30

Filed2026-07-15

HGER

HARBOR ETF TRUST

8.98%

Shares259.7K

Event2026-06-30

Filed2026-07-15

PJUL

INNOVATOR ETFS TRUST

-4.98%

Shares141.1K

Event2026-06-30

Filed2026-07-15

THIR

THOR FINL TECHNOLOGIES TR

6.07%

Shares196.2K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.95%

Shares13.5K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

260.52%

Shares81.7K

Event2026-06-30

Filed2026-07-15

LABCORP HOLDINGS INC

-0.22%

Shares23.4K

Event2026-06-30

Filed2026-07-15

J P MORGAN EXCHANGE TRADED F

-6.47%

Shares100.9K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

2.31%

Shares17.4K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES INC

4.71%

Shares10.5K

Event2026-06-30

Filed2026-07-15

JPEF

J P MORGAN EXCHANGE TRADED F

0.58%

Shares75.1K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

0.24%

Shares8.5K

Event2026-06-30

Filed2026-07-15

PTNQ

PACER FDS TR

-3.03%

Shares63.9K

Event2026-06-30

Filed2026-07-15

BROADCOM INC

-14.98%

Shares14.9K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

4.30%

Shares13.2K

Event2026-06-30

Filed2026-07-15

TDVG

T ROWE PRICE EXCHANGE-TRADED

-20.13%

Shares112.0K

Event2026-06-30

Filed2026-07-15

UAUG

INNOVATOR ETFS TRUST

0.36%

Shares127.6K

Event2026-06-30

Filed2026-07-15

RUNN

STRATEGIC TRUST

-17.95%

Shares160.9K

Event2026-06-30

Filed2026-07-15

TOWN

TOWNEBANK PORTSMOUTH VA

-1.35%

Shares142.1K

Event2026-06-30

Filed2026-07-15

VNQ

VANGUARD INDEX FDS

7.50%

Shares53.3K

Event2026-06-30

Filed2026-07-15

EOCT

INNOVATOR ETFS TRUST

-1.01%

Shares147.2K

Event2026-06-30

Filed2026-07-15

FNOV

FIRST TR EXCHNG TRADED FD VI

3.98%

Shares82.4K

Event2026-06-30

Filed2026-07-15

FJUL

FIRST TR EXCHNG TRADED FD VI

-12.25%

Shares80.2K

Event2026-06-30

Filed2026-07-15

EJAN

INNOVATOR ETFS TRUST

2.21%

Shares132.0K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

-1.97%

Shares13.2K

Event2026-06-30

Filed2026-07-15

MICRON TECHNOLOGY INC

-28.94%

Shares3.6K

Event2026-06-30

Filed2026-07-15

FMHI

FIRST TR EXCH TRADED FD III

-1.15%

Shares77.6K

Event2026-06-30

Filed2026-07-15

SPYG

SPDR SERIES TRUST

-19.97%

Shares31.5K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

-33.20%

Shares6.3K

Event2026-06-30

Filed2026-07-15

IWF

ISHARES TR

294.20%

Shares27.5K

Event2026-06-30

Filed2026-07-15

CAT

CATERPILLAR INC

2.97%

Shares3.2K

Event2026-06-30

Filed2026-07-15

GLD

SPDR GOLD TR

-12.11%

Shares9.1K

Event2026-06-30

Filed2026-07-15

VGT

VANGUARD WORLD FD

699.38%

Shares25.7K

Event2026-06-30

Filed2026-07-15

UDEC

INNOVATOR ETFS TRUST

0.47%

Shares71.9K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

-0.98%

Shares50.2K

Event2026-06-30

Filed2026-07-15

QQWZ

PACER FDS TR

46.09%

Shares101.1K

Event2026-06-30

Filed2026-07-15

MIAX

MIAMI INTL HLDGS INC

-9.27%

Shares78.9K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

0.70%

Shares2.4K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

-3.22%

Shares10.4K

Event2026-06-30

Filed2026-07-15

GRNY

TIDAL TRUST I

571.30%

Shares93.6K

Event2026-06-30

Filed2026-07-15

BAC

BANK OF AMER CORP

19.12%

Shares42.9K

Event2026-06-30

Filed2026-07-15

VISA INC

-2.06%

Shares7.0K

Event2026-06-30

Filed2026-07-15

COSTCO WHOLESALE CORPORATION

0.08%

Shares2.6K

Event2026-06-30

Filed2026-07-15

GOLDMAN SACHS GROUP INC

-3.34%

Shares2.4K

Event2026-06-30

Filed2026-07-15

LRCX

LAM RESEARCH CORP

7.27%

Shares5.1K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-0.15%

Shares5.9K

Event2026-06-30

Filed2026-07-15

NPFI

NUSHARES ETF TR

543.21%

Shares83.6K

Event2026-06-30

Filed2026-07-15

RTX CORPORATION

1.23%

Shares11.4K

Event2026-06-30

Filed2026-07-15

IBM

INTERNATIONAL BUSINESS MACHS

-10.53%

Shares7.7K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

-5.12%

Shares18.0K

Event2026-06-30

Filed2026-07-15

IWR

ISHARES TR

-4.91%

Shares18.4K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

-1.05%

Shares5.6K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

-11.12%

Shares7.9K

Event2026-06-30

Filed2026-07-15

ITOT

ISHARES TR

5.01%

Shares11.5K

Event2026-06-30

Filed2026-07-15

INTC

INTEL CORP

126.08%

Shares13.5K

Event2026-06-30

Filed2026-07-15

BANDWIDTH INC

0.00%

Shares29.1K

Event2026-06-30

Filed2026-07-15

JTEK

J P MORGAN EXCHANGE TRADED F

-37.65%

Shares16.3K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORPORATION

20.84%

Shares10.9K

Event2026-06-30

Filed2026-07-15

GE AEROSPACE

27.55%

Shares4.8K

Event2026-06-30

Filed2026-07-15

MLPB

UBS AG LONDON BRANCH

-0.13%

Shares60.0K

Event2026-06-30

Filed2026-07-15

PYLD

PIMCO ETF TR

-40.82%

Shares65.1K

Event2026-06-30

Filed2026-07-15

ISHARES TR

1.68%

Shares2.2K

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO INC

2.53%

Shares12.6K

Event2026-06-30

Filed2026-07-15

DBMF

LITMAN GREGORY FDS TR

New

Shares51.5K

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

19.66%

Shares13.4K

Event2026-06-30

Filed2026-07-15

DUK

DUKE ENERGY CORP NEW

2.17%

Shares12.2K

Event2026-06-30

Filed2026-07-15

IBIT

ISHARES BITCOIN TRUST ETF

3.47%

Shares44.3K

Event2026-06-30

Filed2026-07-15

IWM

ISHARES TR

-21.86%

Shares4.9K

Event2026-06-30

Filed2026-07-15

IWY

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-15

VRT

VERTIV HOLDINGS CO

1.01%

Shares4.3K

Event2026-06-30

Filed2026-07-15

ACIO

ETF SER SOLUTIONS

-37.42%

Shares29.7K

Event2026-06-30

Filed2026-07-15

ORACLE CORP

24.80%

Shares9.2K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

-3.51%

Shares9.1K

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

31.88%

Shares1.1K

Event2026-06-30

Filed2026-07-15

PANW

PALO ALTO NETWORKS INC

-2.04%

Shares3.8K

Event2026-06-30

Filed2026-07-15

SCHA

SCHWAB STRATEGIC TR

-3.46%

Shares36.3K

Event2026-06-30

Filed2026-07-15

APPLIED MATLS INC

6.85%

Shares1.8K

Event2026-06-30

Filed2026-07-15

FCNCA

FIRST CTZNS BANCSHARES INC D

0.00%

Shares622

Event2026-06-30

Filed2026-07-15

GLW

CORNING INC

19.88%

Shares5.1K

Event2026-06-30

Filed2026-07-15

UMAR

INNOVATOR ETFS TRUST

-1.62%

Shares30.4K

Event2026-06-30

Filed2026-07-15

KLAC

KLA CORP

1438.49%

Shares4.1K

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY

8.51%

Shares5.8K

Event2026-06-30

Filed2026-07-15

UNITEDHEALTH GROUP INC

37.28%

Shares2.7K

Event2026-06-30

Filed2026-07-15

IWD

ISHARES TR

-0.86%

Shares4.6K

Event2026-06-30

Filed2026-07-15

NSC

NORFOLK SOUTHN CORP

0.80%

Shares3.5K

Event2026-06-30

Filed2026-07-15

IAU

ISHARES GOLD TR

2.83%

Shares14.7K

Event2026-06-30

Filed2026-07-15

SNTH

TIDAL TRUST III

New

Shares36.8K

Event2026-06-30

Filed2026-07-15

SMMU

PIMCO ETF TR

-0.46%

Shares21.7K

Event2026-06-30

Filed2026-07-15

PRK

PARK NATL CORP

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-15

COCA COLA CO

-3.16%

Shares13.3K

Event2026-06-30

Filed2026-07-15

SPYD

SPDR SERIES TRUST

-13.46%

Shares22.5K

Event2026-06-30

Filed2026-07-15

CITIGROUP INC

1.47%

Shares7.6K

Event2026-06-30

Filed2026-07-15

CROWDSTRIKE HLDGS INC

-19.40%

Shares1.4K

Event2026-06-30

Filed2026-07-15

TJX

TJX COS INC NEW

-2.08%

Shares6.9K

Event2026-06-30

Filed2026-07-15

VEU

VANGUARD INTL EQUITY INDEX F

-3.41%

Shares12.5K

Event2026-06-30

Filed2026-07-15

TOTL

SSGA ACTIVE ETF TR

-6.76%

Shares26.5K

Event2026-06-30

Filed2026-07-15

HCA

HCA HEALTHCARE INC

-2.10%

Shares2.6K

Event2026-06-30

Filed2026-07-15

WFC

WELLS FARGO & CO

56.83%

Shares12.0K

Event2026-06-30

Filed2026-07-15

DEERE & CO

-2.07%

Shares1.6K

Event2026-06-30

Filed2026-07-15

BLK

BLACKROCK INC

-1.92%

Shares1.0K

Event2026-06-30

Filed2026-07-15

LOW

LOWES COS INC

8.21%

Shares4.4K

Event2026-06-30

Filed2026-07-15

ILF

ISHARES TR

New

Shares28.9K

Event2026-06-30

Filed2026-07-15

UJAN

INNOVATOR ETFS TRUST

-13.08%

Shares21.2K

Event2026-06-30

Filed2026-07-15

WDC

WESTERN DIGITAL CORP

31.60%

Shares1.5K

Event2026-06-30

Filed2026-07-15

XLK

SELECT SECTOR SPDR TR

-7.84%

Shares5.0K

Event2026-06-30

Filed2026-07-15

MASTERCARD INCORPORATED

-8.55%

Shares1.8K

Event2026-06-30

Filed2026-07-15

QUANTA SVCS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-15

SLI

STANDARD LITHIUM CORP

29.30%

Shares331.0K

Event2026-06-30

Filed2026-07-15

IQLT

ISHARES TR

-10.43%

Shares18.3K

Event2026-06-30

Filed2026-07-15

ALAB

ASTERA LABS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-15

VERIZON COMMUNICATIONS INC

3.47%

Shares20.8K

Event2026-06-30

Filed2026-07-15

FREEPORT MCMORAN INC

12.27%

Shares13.8K

Event2026-06-30

Filed2026-07-15

BSV

VANGUARD BD INDEX FDS

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-15

EFA

ISHARES TR

-26.85%

Shares8.2K

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

-2.95%

Shares1.2K

Event2026-06-30

Filed2026-07-15

TFC

TRUIST FINL CORP

-0.48%

Shares16.6K

Event2026-06-30

Filed2026-07-15

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares29.8K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-15

RXO

RXO INC

-39.80%

Shares29.5K

Event2026-06-30

Filed2026-07-15

SNDK

SANDISK CORP

New

Shares356

Event2026-06-30

Filed2026-07-15

SPYI

NEOS ETF TRUST

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-15

CAH

CARDINAL HEALTH INC

-0.78%

Shares3.3K

Event2026-06-30

Filed2026-07-15

QUAL

ISHARES TR

-2.48%

Shares3.5K

Event2026-06-30

Filed2026-07-15

SEAGATE TECHNOLOGY HLDNGS PL

-8.34%

Shares791

Event2026-06-30

Filed2026-07-15

WSM

WILLIAMS SONOMA INC

-14.39%

Shares3.3K

Event2026-06-30

Filed2026-07-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-15

MCD

MCDONALDS CORP

-17.20%

Shares2.7K

Event2026-06-30

Filed2026-07-15

3M CO

-17.11%

Shares4.5K

Event2026-06-30

Filed2026-07-15

BLACKSTONE INC

-9.33%

Shares6.2K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

1.39%

Shares10.2K

Event2026-06-30

Filed2026-07-15

PSX

PHILLIPS 66

3.26%

Shares4.3K

Event2026-06-30

Filed2026-07-15

AON

AON PLC

-2.39%

Shares2.2K

Event2026-06-30

Filed2026-07-15

AXP

AMERICAN EXPRESS CO

-7.39%

Shares2.1K

Event2026-06-30

Filed2026-07-15

SIMO

SILICON MOTION TECHNOLOGY CO

New

Shares2.0K

Event2026-06-30

Filed2026-07-15

DFUV

DIMENSIONAL ETF TRUST

9.81%

Shares12.2K

Event2026-06-30

Filed2026-07-15

NEXTERA ENERGY INC

39.88%

Shares7.7K

Event2026-06-30

Filed2026-07-15

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-15

JVAL

J P MORGAN EXCHANGE TRADED F

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-15

UNP

UNION PAC CORP

0.17%

Shares2.3K

Event2026-06-30

Filed2026-07-15

JBBB

JANUS DETROIT STR TR

-39.94%

Shares13.4K

Event2026-06-30

Filed2026-07-15

HEI

HEICO CORP NEW

-0.40%

Shares1.7K

Event2026-06-30

Filed2026-07-15

VUG

VANGUARD INDEX FDS

500.00%

Shares7.2K

Event2026-06-30

Filed2026-07-15

IWB

ISHARES TR

1.14%

Shares1.5K

Event2026-06-30

Filed2026-07-15

SBUX

STARBUCKS CORP

-1.60%

Shares6.0K

Event2026-06-30

Filed2026-07-15

SITM

SITIME CORP

New

Shares825

Event2026-06-30

Filed2026-07-15

UPS

UNITED PARCEL SVCS INC

6.16%

Shares5.7K

Event2026-06-30

Filed2026-07-15

TMO

THERMO FISHER SCIENTIFIC INC

-11.73%

Shares1.2K

Event2026-06-30

Filed2026-07-15

ABFL

ABACUS FCF ETF TR

-2.44%

Shares7.0K

Event2026-06-30

Filed2026-07-15

ASML

ASML HLDG NV

-7.69%

Shares300

Event2026-06-30

Filed2026-07-15

FDX

FEDEX CORP

-5.12%

Shares1.9K

Event2026-06-30

Filed2026-07-15

NETFLIX INC.

-9.29%

Shares8.3K

Event2026-06-30

Filed2026-07-15

BUFR

FIRST TR EXCHNG TRADED FD VI

-5.29%

Shares16.1K

Event2026-06-30

Filed2026-07-15

XLE

SELECT SECTOR SPDR TR

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-15

SPYV

SPDR SERIES TRUST

0.70%

Shares9.5K

Event2026-06-30

Filed2026-07-15

SOUTHERN CO

-8.61%

Shares6.0K

Event2026-06-30

Filed2026-07-15

BLOOM ENERGY CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-15

GENERAL DYNAMICS CORP

-5.71%

Shares1.6K

Event2026-06-30

Filed2026-07-15

SYK

STRYKER CORPORATION

-18.32%

Shares1.8K

Event2026-06-30

Filed2026-07-15

CBRS

CEREBRAS SYSTEMS INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-15

ALTRIA GROUP INC

3.19%

Shares7.8K

Event2026-06-30

Filed2026-07-15

USRT

ISHARES TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-15

HYMB

SPDR SERIES TRUST

2.53%

Shares21.7K

Event2026-06-30

Filed2026-07-15

IXUS

ISHARES TR

5.79%

Shares5.7K

Event2026-06-30

Filed2026-07-15

EMR

EMERSON ELEC CO

0.67%

Shares3.8K

Event2026-06-30

Filed2026-07-15

AMGN

AMGEN INC

-2.25%

Shares1.5K

Event2026-06-30

Filed2026-07-15

CEF

SPROTT ASSET MANAGEMENT LP

0.68%

Shares13.2K

Event2026-06-30

Filed2026-07-15

FIX

COMFORT SYS USA INC

-7.61%

Shares267

Event2026-06-30

Filed2026-07-15

AEP

AMERICAN ELEC PWR CO INC

-0.67%

Shares3.8K

Event2026-06-30

Filed2026-07-15

POCT

INNOVATOR ETFS TRUST

2.04%

Shares11.3K

Event2026-06-30

Filed2026-07-15

GMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-15

QNITY ELECTRONICS INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-15

PFE

PFIZER INC

18.71%

Shares21.0K

Event2026-06-30

Filed2026-07-15

IWX

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-15

PHILIP MORRIS INTL INC

12.80%

Shares2.7K

Event2026-06-30

Filed2026-07-15

DIS

DISNEY WALT CO

-8.55%

Shares5.1K

Event2026-06-30

Filed2026-07-15

TXN

TEXAS INSTRS INC

20.23%

Shares1.6K

Event2026-06-30

Filed2026-07-15

FLQM

FRANKLIN TEMPLETON ETF TR

49.03%

Shares8.4K

Event2026-06-30

Filed2026-07-15

TRAVELERS COMPANIES INC

-9.85%

Shares1.5K

Event2026-06-30

Filed2026-07-15

ABT

ABBOTT LABORATORIES

138.67%

Shares5.3K

Event2026-06-30

Filed2026-07-15

BMY

BRISTOL-MYERS SQUIBB CO

-14.72%

Shares8.3K

Event2026-06-30

Filed2026-07-15

LMT

LOCKHEED MARTIN CORP

-5.36%

Shares936

Event2026-06-30

Filed2026-07-15

SPDW

SPDR INDEX SHS FDS

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-15

MLPX

GLOBAL X FDS

-0.39%

Shares6.4K

Event2026-06-30

Filed2026-07-15

ISRG

INTUITIVE SURGICAL INC

16.22%

Shares1.2K

Event2026-06-30

Filed2026-07-15

AAOI

APPLIED OPTOELECTRONICS INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-15

LIN

LINDE PLC

15.81%

Shares879

Event2026-06-30

Filed2026-07-15

CRWV

COREWEAVE INC

1.69%

Shares4.6K

Event2026-06-30

Filed2026-07-15

CHUBB LIMITED

22.88%

Shares1.3K

Event2026-06-30

Filed2026-07-15

GMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-15

CNC

CENTENE CORP DEL

4.95%

Shares6.8K

Event2026-06-30

Filed2026-07-15

DOLLAR GEN CORP

-15.91%

Shares3.8K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-1.37%

Shares4.4K

Event2026-06-30

Filed2026-07-15

FNB

F N B CORP

18.81%

Shares22.8K

Event2026-06-30

Filed2026-07-15

QYLD

GLOBAL X FDS

0.00%

Shares23.6K

Event2026-06-30

Filed2026-07-15

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-15

VBK

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

MAS

MASCO CORP

16.88%

Shares5.2K

Event2026-06-30

Filed2026-07-15

BOND

PIMCO ETF TR

-4.31%

Shares4.4K

Event2026-06-30

Filed2026-07-15

NUE

NUCOR CORP

5.80%

Shares1.8K

Event2026-06-30

Filed2026-07-15

CRS

CARPENTER TECHNOLOGY CORP

New

Shares643

Event2026-06-30

Filed2026-07-15

BALT

INNOVATOR ETFS TRUST

-8.00%

Shares11.5K

Event2026-06-30

Filed2026-07-15

GILD

GILEAD SCIENCES INC

-2.58%

Shares3.1K

Event2026-06-30

Filed2026-07-15

VIK

VIKING HOLDINGS LTD

14.46%

Shares3.7K

Event2026-06-30

Filed2026-07-15

VTV

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-15

LQDA

LIQUIDIA CORPORATION

-29.24%

Shares4.8K

Event2026-06-30

Filed2026-07-15

EIX

EDISON INTL

-24.99%

Shares5.1K

Event2026-06-30

Filed2026-07-15

SLB

SLB LIMITED

-0.53%

Shares8.0K

Event2026-06-30

Filed2026-07-15

ABNB

AIRBNB INC

38.05%

Shares2.6K

Event2026-06-30

Filed2026-07-15

TER

TERADYNE INC

New

Shares753

Event2026-06-30

Filed2026-07-15

DFUS

DIMENSIONAL ETF TRUST

New

Shares4.4K

Event2026-06-30

Filed2026-07-15

COF

CAPITAL ONE FINL CORP

14.47%

Shares1.8K

Event2026-06-30

Filed2026-07-15

SHW

SHERWIN WILLIAMS CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

TRANE TECHNOLOGIES PLC

28.16%

Shares719

Event2026-06-30

Filed2026-07-15

DVN

DEVON ENERGY CORP NEW

-4.19%

Shares8.5K

Event2026-06-30

Filed2026-07-15

JOHNSON CONTROLS INTERNATION

27.06%

Shares2.4K

Event2026-06-30

Filed2026-07-15

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares500

Event2026-06-30

Filed2026-07-15

MOH

MOLINA HEALTHCARE INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-15

JBHT

HUNT J B TRANS SVCS INC

5.76%

Shares1.2K

Event2026-06-30

Filed2026-07-15

EEM

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-15

GJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-15

MXL

MAXLINEAR INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

-38.76%

Shares2.5K

Event2026-06-30

Filed2026-07-15

DOW

DOW HLDGS INC

-2.76%

Shares12.4K

Event2026-06-30

Filed2026-07-15

DAL

DELTA AIR LINES INC

11.40%

Shares3.6K

Event2026-06-30

Filed2026-07-15

PKG

PACKAGING CORP AMER

-0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-15

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

MTSI

MACOM TECH SOLUTIONS HLDGS I

New

Shares876

Event2026-06-30

Filed2026-07-15

FFEB

FIRST TR EXCHNG TRADED FD VI

-0.91%

Shares5.5K

Event2026-06-30

Filed2026-07-15

BND

VANGUARD BD INDEX FDS

0.25%

Shares4.4K

Event2026-06-30

Filed2026-07-15

NKE

NIKE INC

-32.11%

Shares7.9K

Event2026-06-30

Filed2026-07-15

PALANTIR TECHNOLOGIES INC

-47.21%

Shares2.8K

Event2026-06-30

Filed2026-07-15

VST

VISTRA CORP

-5.07%

Shares2.0K

Event2026-06-30

Filed2026-07-15

MKL

MARKEL GROUP INC

8.72%

Shares162

Event2026-06-30

Filed2026-07-15

FHEQ

FIDELITY GREENWOOD STREET TR

New

Shares9.6K

Event2026-06-30

Filed2026-07-15

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-15

EVERSOURCE ENERGY

New

Shares4.3K

Event2026-06-30

Filed2026-07-15

PCG

PG&E CORP

-5.74%

Shares18.5K

Event2026-06-30

Filed2026-07-15

DFAS

DIMENSIONAL ETF TRUST

19.08%

Shares3.7K

Event2026-06-30

Filed2026-07-15

PREF

PRINCIPAL EXCHANGE TRADED FD

-3.03%

Shares16.0K

Event2026-06-30

Filed2026-07-15

VRTX

VERTEX PHARMACEUTICALS INC

9.87%

Shares612

Event2026-06-30

Filed2026-07-15

GSEP

FIRST TR EXCHNG TRADED FD VI

15.63%

Shares7.4K

Event2026-06-30

Filed2026-07-15

VOT

VANGUARD INDEX FDS

-9.22%

Shares985

Event2026-06-30

Filed2026-07-15

GENERAL MTRS CO

1.81%

Shares3.9K

Event2026-06-30

Filed2026-07-15

ALL

ALLSTATE CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-15

CMI

CUMMINS INC

New

Shares413

Event2026-06-30

Filed2026-07-15

QCOM

QUALCOMM INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-15

CVS

CVS HEALTH CORP

0.11%

Shares2.8K

Event2026-06-30

Filed2026-07-15

IRM

IRON MTN INC DEL

New

Shares2.3K

Event2026-06-30

Filed2026-07-15

WCN

WASTE CONNECTIONS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-7.81%

Shares602

Event2026-06-30

Filed2026-07-15

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.9K

Event2026-06-30

Filed2026-07-15

FTNT

FORTINET INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-15

UBER

UBER TECHNOLOGIES INC

-32.24%

Shares3.9K

Event2026-06-30

Filed2026-07-15

MAA

MID-AMER APT CMNTYS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-15

KKR

KKR & CO INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-15

OXY

OCCIDENTAL PETE CORP

41.63%

Shares5.8K

Event2026-06-30

Filed2026-07-15

FSEP

FIRST TR EXCHNG TRADED FD VI

3.05%

Shares5.1K

Event2026-06-30

Filed2026-07-15

BOEING CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-15

SNPS

SYNOPSYS INC

New

Shares622

Event2026-06-30

Filed2026-07-15

VMC

VULCAN MATLS CO

4.24%

Shares934

Event2026-06-30

Filed2026-07-15

EYLD

CAMBRIA ETF TR

-27.14%

Shares6.0K

Event2026-06-30

Filed2026-07-15

EOG

EOG RES INC

20.69%

Shares2.1K

Event2026-06-30

Filed2026-07-15

PAYX

PAYCHEX INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-15

EPD

ENTERPRISE PRODS PARTNERS L

7.19%

Shares7.5K

Event2026-06-30

Filed2026-07-15

MMC

MARSH & MCLENNAN COS INC

-10.74%

Shares1.6K

Event2026-06-30

Filed2026-07-15

ADI

ANALOG DEVICES INC

New

Shares681

Event2026-06-30

Filed2026-07-15

NVT

NVENT ELEC PLC

New

Shares1.6K

Event2026-06-30

Filed2026-07-15

PRFZ

INVESCO EXCHANGE TRADED FD T

-2.05%

Shares4.8K

Event2026-06-30

Filed2026-07-15

BSX

BOSTON SCIENTIFIC CORP

28.98%

Shares6.2K

Event2026-06-30

Filed2026-07-15

REGIONS FINANCIAL CORP NEW

5.07%

Shares8.7K

Event2026-06-30

Filed2026-07-15

EME

EMCOR GROUP INC

16.97%

Shares317

Event2026-06-30

Filed2026-07-15

CEG

CONSTELLATION ENERGY CORP

-18.22%

Shares1.1K

Event2026-06-30

Filed2026-07-15

ASTRAZENECA PLC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-15

AMT

AMERICAN TOWER CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-15

UAL

UNITED AIRLS HLDGS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-15

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares1.0K

Event2026-06-30

Filed2026-07-15

APH

AMPHENOL CORP

-25.87%

Shares1.5K

Event2026-06-30

Filed2026-07-15

PNC

PNC FINL SVCS GROUP INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-15

GIS

GENERAL MILLS INC

-15.62%

Shares7.4K

Event2026-06-30

Filed2026-07-15

VBR

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

OWENS CORNING NEW

New

Shares1.6K

Event2026-06-30

Filed2026-07-15

NBIX

NEUROCRINE BIOSCIENCES INC

-2.91%

Shares1.5K

Event2026-06-30

Filed2026-07-15

ITW

ILLINOIS TOOL WKS INC

New

Shares934

Event2026-06-30

Filed2026-07-15

TMUS

T-MOBILE US INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-15

DYNF

BLACKROCK ETF TRUST

New

Shares3.7K

Event2026-06-30

Filed2026-07-15

IJJ

ISHARES TR

-2.86%

Shares1.7K

Event2026-06-30

Filed2026-07-15

VYM

VANGUARD WHITEHALL FDS

7.05%

Shares1.6K

Event2026-06-30

Filed2026-07-15

ETN

EATON CORP PLC

New

Shares577

Event2026-06-30

Filed2026-07-15

AGILENT TECHNOLOGIES INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-15

VRSN

VERISIGN INC

New

Shares977

Event2026-06-30

Filed2026-07-15

ROST

ROSS STORES INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-15

PJAN

INNOVATOR ETFS TRUST

-29.35%

Shares4.9K

Event2026-06-30

Filed2026-07-15

SCHC

SCHWAB STRATEGIC TR

-23.08%

Shares5.0K

Event2026-06-30

Filed2026-07-15

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares5.3K

Event2026-06-30

Filed2026-07-15

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares818

Event2026-06-30

Filed2026-07-15

HBAN

HUNTINGTON BANCSHARES INC

New

Shares13.3K

Event2026-06-30

Filed2026-07-15

APPLIED INDL TECHNOLOGIES IN

New

Shares694

Event2026-06-30

Filed2026-07-15

EWJ

ISHARES INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-15

LHX

L3HARRIS TECHNOLOGIES INC

31.48%

Shares806

Event2026-06-30

Filed2026-07-15

HONEYWELL INTL INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-15

SNOWFLAKE INC

New

Shares912

Event2026-06-30

Filed2026-07-15

NVR

NVR INC

New

Shares34

Event2026-06-30

Filed2026-07-15

LINE

LINEAGE INC

New

Shares5.3K

Event2026-06-30

Filed2026-07-15

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-15

MPC

MARATHON PETE CORP

1.46%

Shares902

Event2026-06-30

Filed2026-07-15

TEAM

ATLASSIAN CORPORATION

New

Shares2.9K

Event2026-06-30

Filed2026-07-15

THE CIGNA GROUP

3.10%

Shares831

Event2026-06-30

Filed2026-07-15

HONEYWELL AEROSPACE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-15

DKNG

DRAFTKINGS INC NEW

New

Shares8.9K

Event2026-06-30

Filed2026-07-15

POOL CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-15

TEL

TE CONNECTIVITY PLC

5.08%

Shares1.1K

Event2026-06-30

Filed2026-07-15

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-15

PRU

PRUDENTIAL FINL INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-15

RBC

RBC BEARINGS INC

New

Shares343

Event2026-06-30

Filed2026-07-15

BANK OF NY MELLON CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-15

CBSH

COMMERCE BANCSHARES INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-15

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares4.1K

Event2026-06-30

Filed2026-07-15

MHK

MOHAWK INDS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-15

FTRE

FORTREA HLDGS INC

-21.91%

Shares12.4K

Event2026-06-30

Filed2026-07-15

ANET

ARISTA NETWORKS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-15

VLO

VALERO ENERGY CORP

New

Shares825

Event2026-06-30

Filed2026-07-15

DOMINION ENERGY INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-15

AFL

AFLAC INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-15

VHT

VANGUARD WORLD FD

New

Shares707

Event2026-06-30

Filed2026-07-15

IVW

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-15

ITT

ITT INC

-22.59%

Shares1.1K

Event2026-06-30

Filed2026-07-15

MLI

MUELLER INDS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-15

PROSPERITY BANCSHARES INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-15

COP

CONOCOPHILLIPS

0.56%

Shares2.0K

Event2026-06-30

Filed2026-07-15

DFIV

DIMENSIONAL ETF TRUST

New

Shares3.8K

Event2026-06-30

Filed2026-07-15

RPRX

ROYALTY PHARMA PLC

New

Shares3.6K

Event2026-06-30

Filed2026-07-15

COLGATE PALMOLIVE CO

New

Shares2.2K

Event2026-06-30

Filed2026-07-15

OMF

ONEMAIN HLDGS INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-15

SERVICENOW INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-15

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares607

Event2026-06-30

Filed2026-07-15

VLY

VALLEY NATL BANCORP

3.89%

Shares13.6K

Event2026-06-30

Filed2026-07-15

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-15

CAG

CONAGRA BRANDS INC

New

Shares12.7K

Event2026-06-30

Filed2026-07-15

GPK

GRAPHIC PACKAGING HLDG CO

New

Shares14.7K

Event2026-06-30

Filed2026-07-15

GCV

GABELLI CONV & INC SECS FD I

0.00%

Shares23.2K

Event2026-06-30

Filed2026-07-15

FLYX

FLYEXCLUSIVE INC

0.00%

Shares28.2K

Event2026-06-30

Filed2026-07-15

ARCHER AVIATION INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-15

PLUG

PLUG PWR INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T1.5K shares25.00%2026-06-302026-07-15

QQQ Put PutINVESCO QQQ TR400 shares0.00%2026-06-302026-07-15

AAPL Put PutAPPLE INC1.0K sharesnew addition2026-06-302026-07-15

IWF Put PutISHARES TR2.0K shares300.00%2026-06-302026-07-15

WSM Put PutWILLIAMS SONOMA INC900 sharesnew addition2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

25.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

QQQ Put

INVESCO QQQ TR

0.00%

Shares400

Event2026-06-30

Filed2026-07-15

AAPL Put

APPLE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-15

IWF Put

ISHARES TR

300.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

WSM Put

WILLIAMS SONOMA INC

New

Shares900

Event2026-06-30

Filed2026-07-15