The Analysis of MCDONALD PARTNERS LLC's Holdings & P&L


Currently, MCDONALD PARTNERS LLC holds 621 types of securities in its portfolio with a total value $411.7M. In the most recent quarter, they have increased their positions in N/A (+11.0K shares, valued at $2.5M), N/A (+10.9K shares, valued at $2.4M), USMC (+32.1K shares, valued at $2.4M); decreased their positions in GOOGL (-19.8K shares, valued at $7.1M), C (-40.2K shares, valued at $5.6M), N/A (-19.6K shares, valued at $4.9M); initiated new positions in N/A (+11.0K shares, valued at $2.5M), N/A (+10.9K shares, valued at $2.4M), SYY (+22.8K shares, valued at $1.9M).


1M P&L
+11.5M+3.71%
3M P&L
+13.1M+4.27%
HY P&L
+20.0M+6.63%

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/A87.3M
27.3%
2Specialty Industrial Machinery33.5M
10.5%
3Drug Manufacturers - General23.6M
7.4%

Top Industries by Stock Count

1N/A170 stocks
31.7%
2Banks - Regional13 stocks
2.4%
3Specialty Industrial Machinery13 stocks
2.4%
Stock Holdings
ETN
EATON CORP PLC
0.40%
Shares37.8K
Event2026-06-30
Filed2026-07-28
LUMENTUM HLDGS INC
LUMENTUM HLDGS INC
-3.27%
Shares16.1K
Event2026-06-30
Filed2026-07-28
AAPL
APPLE INC
-23.37%
Shares46.3K
Event2026-06-30
Filed2026-07-28
VOO
VANGUARD INDEX FDS
1.14%
Shares17.5K
Event2026-06-30
Filed2026-07-28
MSFT
MICROSOFT CORP
-15.39%
Shares31.0K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-31.26%
Shares28.6K
Event2026-06-30
Filed2026-07-28
BRK.B
BERKSHIRE HATHAWAY INC DEL
-3.68%
Shares17.2K
Event2026-06-30
Filed2026-07-28
JNJ
JOHNSON & JOHNSON
10.31%
Shares32.1K
Event2026-06-30
Filed2026-07-28
RTX CORPORATION
RTX CORPORATION
-8.03%
Shares34.0K
Event2026-06-30
Filed2026-07-28
BROADCOM INC
BROADCOM INC
-2.45%
Shares16.3K
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
5.04%
Shares8.2K
Event2026-06-30
Filed2026-07-28
NVDA
NVIDIA CORPORATION
13.04%
Shares30.2K
Event2026-06-30
Filed2026-07-28
IUSG
ISHARES TR
0.00%
Shares32.0K
Event2026-06-30
Filed2026-07-28
AMGN
AMGEN INC
-0.58%
Shares15.9K
Event2026-06-30
Filed2026-07-28
ABBVIE INC
ABBVIE INC
-48.49%
Shares20.8K
Event2026-06-30
Filed2026-07-28
JSMD
JANUS DETROIT STR TR
73.60%
Shares48.0K
Event2026-06-30
Filed2026-07-28
PNR
PENTAIR PLC
6.99%
Shares61.2K
Event2026-06-30
Filed2026-07-28
MWA
MUELLER WTR PRODS INC
-2.35%
Shares174.2K
Event2026-06-30
Filed2026-07-28
USMC
PRINCIPAL EXCHANGE TRADED FD
114.97%
Shares60.0K
Event2026-06-30
Filed2026-07-28
BLACKROCK ETF TRUST
BLACKROCK ETF TRUST
101.64%
Shares106.6K
Event2026-06-30
Filed2026-07-28
JIRE
J P MORGAN EXCHANGE TRADED F
112.98%
Shares52.9K
Event2026-06-30
Filed2026-07-28
LRCX
LAM RESEARCH CORP
0.00%
Shares9.6K
Event2026-06-30
Filed2026-07-28
CISCO SYS INC
CISCO SYS INC
-16.37%
Shares35.3K
Event2026-06-30
Filed2026-07-28
MAR
MARRIOTT INTL INC NEW
-1.41%
Shares11.2K
Event2026-06-30
Filed2026-07-28
CVX
CHEVRON CORPORATION
15.96%
Shares24.4K
Event2026-06-30
Filed2026-07-28
ORACLE CORP
ORACLE CORP
-1.01%
Shares27.5K
Event2026-06-30
Filed2026-07-28
CRH
CRH PLC
27.63%
Shares36.0K
Event2026-06-30
Filed2026-07-28
AMZN
AMAZON COM INC
-48.32%
Shares15.6K
Event2026-06-30
Filed2026-07-28
GS
GOLDMAN SACHS GROUP INC
-6.03%
Shares3.6K
Event2026-06-30
Filed2026-07-28
C
CITIGROUP INC
-61.35%
Shares25.3K
Event2026-06-30
Filed2026-07-28
TXN
TEXAS INSTRS INC
-0.74%
Shares11.5K
Event2026-06-30
Filed2026-07-28
IBM
INTERNATIONAL BUSINESS MACHS
-56.60%
Shares12.1K
Event2026-06-30
Filed2026-07-28
TMO
THERMO FISHER SCIENTIFIC INC
-46.32%
Shares6.6K
Event2026-06-30
Filed2026-07-28
LHX
L3HARRIS TECHNOLOGIES INC
-9.00%
Shares11.3K
Event2026-06-30
Filed2026-07-28
HELO
J P MORGAN EXCHANGE TRADED F
46.65%
Shares45.7K
Event2026-06-30
Filed2026-07-28
PSX
PHILLIPS 66
-59.94%
Shares18.1K
Event2026-06-30
Filed2026-07-28
QQQ
INVESCO QQQ TR
-1.48%
Shares4.0K
Event2026-06-30
Filed2026-07-28
SJM
SMUCKER J M CO
-24.96%
Shares26.1K
Event2026-06-30
Filed2026-07-28
VEA
VANGUARD TAX-MANAGED FDS
1.26%
Shares41.0K
Event2026-06-30
Filed2026-07-28
GILD
GILEAD SCIENCES INC
-15.69%
Shares23.0K
Event2026-06-30
Filed2026-07-28
CMI
CUMMINS INC
8.19%
Shares3.9K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
-7.53%
Shares27.9K
Event2026-06-30
Filed2026-07-28
PGR
PROGRESSIVE CORP
-22.57%
Shares12.3K
Event2026-06-30
Filed2026-07-28
RPM
RPM INTL INC
4.59%
Shares24.1K
Event2026-06-30
Filed2026-07-28
JBND
J P MORGAN EXCHANGE TRADED F
71.01%
Shares49.4K
Event2026-06-30
Filed2026-07-28
SPYG
SPDR SERIES TRUST
-0.11%
Shares21.9K
Event2026-06-30
Filed2026-07-28
JEPI
J P MORGAN EXCHANGE TRADED F
2.93%
Shares45.9K
Event2026-06-30
Filed2026-07-28
GOOG
ALPHABET INC
-64.09%
Shares7.3K
Event2026-06-30
Filed2026-07-28
ROKU
ROKU INC
-1.23%
Shares18.0K
Event2026-06-30
Filed2026-07-28
FERG
FERGUSON ENTERPRISES INC
35.54%
Shares10.4K
Event2026-06-30
Filed2026-07-28
VNLA
JANUS DETROIT STR TR
92.11%
Shares50.4K
Event2026-06-30
Filed2026-07-28
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares11.0K
Event2026-06-30
Filed2026-07-28
PFE
PFIZER INC
-1.37%
Shares101.2K
Event2026-06-30
Filed2026-07-28
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares10.9K
Event2026-06-30
Filed2026-07-28
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
23.81%
Shares39.1K
Event2026-06-30
Filed2026-07-28
KEY
KEYCORP
48.71%
Shares93.0K
Event2026-06-30
Filed2026-07-28
GOOGL
ALPHABET INC
-76.85%
Shares6.0K
Event2026-06-30
Filed2026-07-28
PNC
PNC FINL SVCS GROUP INC
14.67%
Shares8.5K
Event2026-06-30
Filed2026-07-28
GLW
CORNING INC
-3.53%
Shares8.2K
Event2026-06-30
Filed2026-07-28
NDSN
NORDSON CORP
-2.33%
Shares6.9K
Event2026-06-30
Filed2026-07-28
TSCO
TRACTOR SUPPLY CO
-0.62%
Shares64.0K
Event2026-06-30
Filed2026-07-28
CFBK
CF BANKSHARES INC
-1.22%
Shares58.7K
Event2026-06-30
Filed2026-07-28
JTEK
J P MORGAN EXCHANGE TRADED F
101.35%
Shares17.2K
Event2026-06-30
Filed2026-07-28
CAIE
CALAMOS ETF TR
23.45%
Shares70.0K
Event2026-06-30
Filed2026-07-28
SYY
SYSCO CORP
New
Shares22.8K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
EXXON MOBIL CORP
-70.67%
Shares13.5K
Event2026-06-30
Filed2026-07-28
HBAN
HUNTINGTON BANCSHARES INC
-1.55%
Shares103.7K
Event2026-06-30
Filed2026-07-28
MRK
MERCK & CO INC
-2.03%
Shares14.0K
Event2026-06-30
Filed2026-07-28
QCOM
QUALCOMM INC
0.73%
Shares9.7K
Event2026-06-30
Filed2026-07-28
VRT
VERTIV HOLDINGS CO
0.00%
Shares5.3K
Event2026-06-30
Filed2026-07-28
LEAD
SIREN ETF TR
-1.09%
Shares19.2K
Event2026-06-30
Filed2026-07-28
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
-29.44%
Shares27.7K
Event2026-06-30
Filed2026-07-28
HD
HOME DEPOT INC
-42.91%
Shares4.8K
Event2026-06-30
Filed2026-07-28
USB
US BANCORP
-10.05%
Shares27.4K
Event2026-06-30
Filed2026-07-28
BMY
BRISTOL-MYERS SQUIBB CO
-74.13%
Shares28.3K
Event2026-06-30
Filed2026-07-28
SHY
ISHARES TR
4.79%
Shares19.7K
Event2026-06-30
Filed2026-07-28
ADOBE INC
ADOBE INC
-0.64%
Shares7.8K
Event2026-06-30
Filed2026-07-28
AMBARELLA INC
AMBARELLA INC
-0.69%
Shares17.9K
Event2026-06-30
Filed2026-07-28
UPS
UNITED PARCEL SVCS INC
-0.83%
Shares14.2K
Event2026-06-30
Filed2026-07-28
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
-25.01%
Shares9.9K
Event2026-06-30
Filed2026-07-28
MPC
MARATHON PETE CORP
-0.63%
Shares5.5K
Event2026-06-30
Filed2026-07-28
USMV
ISHARES TR
0.00%
Shares14.5K
Event2026-06-30
Filed2026-07-28
EQIN
COLUMBIA ETF TR I
14.57%
Shares26.8K
Event2026-06-30
Filed2026-07-28
SILA
SILA REALTY TRUST INC
0.00%
Shares44.8K
Event2026-06-30
Filed2026-07-28
HY
HYSTER-YALE INC
-14.00%
Shares38.4K
Event2026-06-30
Filed2026-07-28
VWO
VANGUARD INTL EQUITY INDEX F
3.28%
Shares22.6K
Event2026-06-30
Filed2026-07-28
WDFC
WD 40 CO
-2.58%
Shares5.5K
Event2026-06-30
Filed2026-07-28
MU
MICRON TECHNOLOGY INC
-3.38%
Shares1.1K
Event2026-06-30
Filed2026-07-28
GNRC
GENERAC HLDGS INC
0.00%
Shares4.3K
Event2026-06-30
Filed2026-07-28
WELL
WELLTOWER INC
New
Shares5.5K
Event2026-06-30
Filed2026-07-28
MSGS
MADISON SQUARE GRDN SPRT COR
-2.41%
Shares3.0K
Event2026-06-30
Filed2026-07-28
AMD
ADVANCED MICRO DEVICES INC
14.86%
Shares2.0K
Event2026-06-30
Filed2026-07-28
PM
PHILIP MORRIS INTL INC
-0.61%
Shares6.3K
Event2026-06-30
Filed2026-07-28
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-3.74%
Shares13.0K
Event2026-06-30
Filed2026-07-28
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares2.7K
Event2026-06-30
Filed2026-07-28
XYL
XYLEM INC
-0.83%
Shares9.5K
Event2026-06-30
Filed2026-07-28
PKBK
PARKE BANCORP INC
0.00%
Shares33.4K
Event2026-06-30
Filed2026-07-28
IRDM
IRIDIUM COMMUNICATIONS INC
-0.77%
Shares19.4K
Event2026-06-30
Filed2026-07-28
PEP
PEPSICO INC
-1.88%
Shares7.6K
Event2026-06-30
Filed2026-07-28
SUN
SUNOCO LP/SUNOCO FIN CORP
0.00%
Shares15.1K
Event2026-06-30
Filed2026-07-28
ILMN
ILLUMINA INC
-0.86%
Shares5.8K
Event2026-06-30
Filed2026-07-28
QWLD
SPDR INDEX SHS FDS
0.00%
Shares6.6K
Event2026-06-30
Filed2026-07-28
CVS
CVS HEALTH CORP
New
Shares9.5K
Event2026-06-30
Filed2026-07-28
U HAUL HOLDING COMPANY
U HAUL HOLDING COMPANY
-1.04%
Shares14.3K
Event2026-06-30
Filed2026-07-28
VO
VANGUARD INDEX FDS
305.79%
Shares11.3K
Event2026-06-30
Filed2026-07-28
VBR
VANGUARD INDEX FDS
2.47%
Shares3.7K
Event2026-06-30
Filed2026-07-28
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-1.59%
Shares7.2K
Event2026-06-30
Filed2026-07-28
LECO
LINCOLN ELEC HLDGS INC
-0.74%
Shares3.4K
Event2026-06-30
Filed2026-07-28
COP
CONOCOPHILLIPS
-80.41%
Shares8.6K
Event2026-06-30
Filed2026-07-28
NETFLIX INC.
NETFLIX INC.
9.62%
Shares12.4K
Event2026-06-30
Filed2026-07-28
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-0.61%
Shares3.9K
Event2026-06-30
Filed2026-07-28
APPLIED MATLS INC
APPLIED MATLS INC
-14.23%
Shares1.2K
Event2026-06-30
Filed2026-07-28
FUMB
FIRST TR EXCH TRADED FD III
0.00%
Shares42.5K
Event2026-06-30
Filed2026-07-28
ARES CAPITAL CORP
ARES CAPITAL CORP
50.00%
Shares45.0K
Event2026-06-30
Filed2026-07-28
LLY
ELI LILLY & CO
0.00%
Shares678
Event2026-06-30
Filed2026-07-28
ACYN
FIRST TR EXCHANGE-TRADED FD
New
Shares38.0K
Event2026-06-30
Filed2026-07-28
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-4.36%
Shares6.6K
Event2026-06-30
Filed2026-07-28
T
AT&T INC
-36.67%
Shares36.6K
Event2026-06-30
Filed2026-07-28
HTGC
HERCULES CAPITAL INC
0.00%
Shares48.0K
Event2026-06-30
Filed2026-07-28
DELL
DELL TECHNOLOGIES INC
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-28
CNH
CNH INDL N V
398.50%
Shares66.7K
Event2026-06-30
Filed2026-07-28
JMST
J P MORGAN EXCHANGE TRADED F
0.00%
Shares14.6K
Event2026-06-30
Filed2026-07-28
J
JACOBS SOLUTIONS INC
-0.85%
Shares5.9K
Event2026-06-30
Filed2026-07-28
CAT
CATERPILLAR INC
3.85%
Shares675
Event2026-06-30
Filed2026-07-28
VZ
VERIZON COMMUNICATIONS INC
-24.53%
Shares16.9K
Event2026-06-30
Filed2026-07-28
SPYV
SPDR SERIES TRUST
0.00%
Shares11.7K
Event2026-06-30
Filed2026-07-28
STE
STERIS PLC
New
Shares3.4K
Event2026-06-30
Filed2026-07-28
OXY
OCCIDENTAL PETE CORP
-51.68%
Shares14.6K
Event2026-06-30
Filed2026-07-28
ACV
VIRTUS DIVERSIFIED INCM & CO
0.00%
Shares24.7K
Event2026-06-30
Filed2026-07-28
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
4.35%
Shares6.0K
Event2026-06-30
Filed2026-07-28
GE
GE AEROSPACE
-87.05%
Shares1.9K
Event2026-06-30
Filed2026-07-28
PG
PROCTER & GAMBLE CO
14.85%
Shares4.6K
Event2026-06-30
Filed2026-07-28
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-37.56%
Shares1.5K
Event2026-06-30
Filed2026-07-28
IYW
ISHARES TR
38.10%
Shares2.5K
Event2026-06-30
Filed2026-07-28
PFFA
ETFIS SER TR I
50.00%
Shares30.0K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
-4.24%
Shares813
Event2026-06-30
Filed2026-07-28
PDO
PIMCO DYNAMIC INCOME OPRNTS
0.00%
Shares46.0K
Event2026-06-30
Filed2026-07-28
LQD
ISHARES TR
78.85%
Shares5.5K
Event2026-06-30
Filed2026-07-28
IT
GARTNER INC
-1.08%
Shares4.6K
Event2026-06-30
Filed2026-07-28
AFL
AFLAC INC
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-28
BAC
BANK OF AMER CORP
-87.96%
Shares10.3K
Event2026-06-30
Filed2026-07-28
NSC
NORFOLK SOUTHN CORP
-3.95%
Shares1.8K
Event2026-06-30
Filed2026-07-28
JAAA
JANUS DETROIT STR TR
23.87%
Shares11.1K
Event2026-06-30
Filed2026-07-28
VBK
VANGUARD INDEX FDS
1.67%
Shares1.5K
Event2026-06-30
Filed2026-07-28
FMNB
FARMERS NATIONAL BANC CORP
74.07%
Shares36.7K
Event2026-06-30
Filed2026-07-28
BX
BLACKSTONE INC
-4.29%
Shares4.5K
Event2026-06-30
Filed2026-07-28
PKG
PACKAGING CORP AMER
-2.03%
Shares2.2K
Event2026-06-30
Filed2026-07-28
FMB
FIRST TR EXCH TRADED FD III
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-28
INTC
INTEL CORP
New
Shares3.6K
Event2026-06-30
Filed2026-07-28
SCHP
SCHWAB STRATEGIC TR
4.90%
Shares18.7K
Event2026-06-30
Filed2026-07-28
BUFR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares13.5K
Event2026-06-30
Filed2026-07-28
DE
DEERE & CO
2.40%
Shares769
Event2026-06-30
Filed2026-07-28
ABT
ABBOTT LABORATORIES
-0.94%
Shares5.3K
Event2026-06-30
Filed2026-07-28
TJX
TJX COS INC NEW
-12.81%
Shares3.2K
Event2026-06-30
Filed2026-07-28
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
37.47%
Shares499
Event2026-06-30
Filed2026-07-28
ALPS ETF TR
ALPS ETF TR
0.00%
Shares9.0K
Event2026-06-30
Filed2026-07-28
QYLD
GLOBAL X FDS
0.00%
Shares24.5K
Event2026-06-30
Filed2026-07-28
IWD
ISHARES TR
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-28
GDDY
GODADDY INC
0.00%
Shares5.3K
Event2026-06-30
Filed2026-07-28
SBUX
STARBUCKS CORP
12.44%
Shares4.3K
Event2026-06-30
Filed2026-07-28
KO
COCA COLA CO
1.94%
Shares5.4K
Event2026-06-30
Filed2026-07-28
ADX
ADAMS DIVERSIFIED EQUITY FD
0.00%
Shares17.1K
Event2026-06-30
Filed2026-07-28
AEP
AMERICAN ELEC PWR CO INC
-5.23%
Shares3.2K
Event2026-06-30
Filed2026-07-28
XLK
SELECT SECTOR SPDR TR
15.20%
Shares2.2K
Event2026-06-30
Filed2026-07-28
VB
VANGUARD INDEX FDS
1.97%
Shares1.4K
Event2026-06-30
Filed2026-07-28
DIS
DISNEY WALT CO
-1.48%
Shares4.4K
Event2026-06-30
Filed2026-07-28
MCK
MCKESSON CORP
0.18%
Shares558
Event2026-06-30
Filed2026-07-28
HOG
HARLEY DAVIDSON INC
0.00%
Shares17.1K
Event2026-06-30
Filed2026-07-28
SPHY
SPDR SERIES TRUST
16.93%
Shares17.4K
Event2026-06-30
Filed2026-07-28
SMH
VANECK ETF TRUST
-16.01%
Shares619
Event2026-06-30
Filed2026-07-28
B
BARRICK MNG CORP
New
Shares10.9K
Event2026-06-30
Filed2026-07-28
PH
PARKER-HANNIFIN CORP
-2.44%
Shares400
Event2026-06-30
Filed2026-07-28
BUFZ
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares14.0K
Event2026-06-30
Filed2026-07-28
IAGG
ISHARES TR
16.71%
Shares7.6K
Event2026-06-30
Filed2026-07-28
FNCL
FIDELITY COVINGTON TRUST
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-28
Q
QNITY ELECTRONICS INC
-86.14%
Shares2.3K
Event2026-06-30
Filed2026-07-28
ZOETIS INC
ZOETIS INC
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-28
GWW
WW GRAINGER INC
0.00%
Shares272
Event2026-06-30
Filed2026-07-28
FALN
ISHARES TR
0.00%
Shares13.3K
Event2026-06-30
Filed2026-07-28
CARR
CARRIER GLOBAL CORPORATION
-1.04%
Shares4.8K
Event2026-06-30
Filed2026-07-28
VUG
VANGUARD INDEX FDS
500.00%
Shares4.0K
Event2026-06-30
Filed2026-07-28
VTV
VANGUARD INDEX FDS
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-28
DRI
DARDEN RESTAURANTS INC
-4.35%
Shares1.6K
Event2026-06-30
Filed2026-07-28
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares350
Event2026-06-30
Filed2026-07-28
OBDC
BLUE OWL CAPITAL CORPORATION
0.00%
Shares30.0K
Event2026-06-30
Filed2026-07-28
IWP
ISHARES TR
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-28
CBTJ
CALAMOS ETF TR
0.00%
Shares18.4K
Event2026-06-30
Filed2026-07-28
WMT
WALMART INC
1.64%
Shares2.8K
Event2026-06-30
Filed2026-07-28
FITB
FIFTH THIRD BANCORP
0.00%
Shares5.6K
Event2026-06-30
Filed2026-07-28
EMR
EMERSON ELEC CO
-2.26%
Shares2.2K
Event2026-06-30
Filed2026-07-28
TSLA
TESLA INC
New
Shares736
Event2026-06-30
Filed2026-07-28
VANGUARD INDEX FDS
VANGUARD INDEX FDS
7.60%
Shares835
Event2026-06-30
Filed2026-07-28
BDX
BECTON DICKINSON & CO
-0.95%
Shares2.0K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
META PLATFORMS INC
New
Shares528
Event2026-06-30
Filed2026-07-28
SONO
SONOS INC
-6.87%
Shares21.7K
Event2026-06-30
Filed2026-07-28
SCHG
SCHWAB STRATEGIC TR
0.48%
Shares8.4K
Event2026-06-30
Filed2026-07-28
PZT
INVESCO EXCH TRADED FD TR II
0.00%
Shares12.3K
Event2026-06-30
Filed2026-07-28
MCD
MCDONALDS CORP
-11.52%
Shares998
Event2026-06-30
Filed2026-07-28
LOW
LOWES COS INC
-3.16%
Shares1.2K
Event2026-06-30
Filed2026-07-28
VISA INC
VISA INC
-21.69%
Shares762
Event2026-06-30
Filed2026-07-28
FPAG
INVESTMENT MANAGERS SER TR I
0.00%
Shares6.5K
Event2026-06-30
Filed2026-07-28
TMUS
T-MOBILE US INC
10.68%
Shares1.6K
Event2026-06-30
Filed2026-07-28
IAU
ISHARES GOLD TR
New
Shares3.5K
Event2026-06-30
Filed2026-07-28
EFA
ISHARES TR
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-28
VLO
VALERO ENERGY CORP
0.00%
Shares999
Event2026-06-30
Filed2026-07-28
EXG
EATON VANCE TAX-MANAGED GLOB
0.00%
Shares26.5K
Event2026-06-30
Filed2026-07-28
JCHI
J P MORGAN EXCHANGE TRADED F
New
Shares4.8K
Event2026-06-30
Filed2026-07-28
IJR
ISHARES TR
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-28
PFF
ISHARES TR
0.00%
Shares7.9K
Event2026-06-30
Filed2026-07-28
GEV
GE VERNOVA INC
New
Shares200
Event2026-06-30
Filed2026-07-28
CCLD
CARECLOUD INC
8.28%
Shares109.6K
Event2026-06-30
Filed2026-07-28
BUFY
FIRST TR EXCHNG TRADED FD VI
9.56%
Shares9.9K
Event2026-06-30
Filed2026-07-28
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares1.7K
Event2026-06-30
Filed2026-07-28
IWM
ISHARES TR
New
Shares738
Event2026-06-30
Filed2026-07-28
STT
STATE STR CORP
New
Shares1.3K
Event2026-06-30
Filed2026-07-28
CHUBB LIMITED
CHUBB LIMITED
-8.92%
Shares633
Event2026-06-30
Filed2026-07-28
VIG
VANGUARD SPECIALIZED FUNDS
New
Shares869
Event2026-06-30
Filed2026-07-28
AON
AON PLC
New
Shares608
Event2026-06-30
Filed2026-07-28
GLD
SPDR GOLD TR
New
Shares536
Event2026-06-30
Filed2026-07-28
IJK
ISHARES TR
New
Shares1.7K
Event2026-06-30
Filed2026-07-28
LABCORP HOLDINGS INC
LABCORP HOLDINGS INC
New
Shares700
Event2026-06-30
Filed2026-07-28
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
New
Shares254
Event2026-06-30
Filed2026-07-28
IDEXX LABS INC
IDEXX LABS INC
New
Shares352
Event2026-06-30
Filed2026-07-28
SOLS
SOLSTICE ADVANCED MATLS INC
New
Shares2.0K
Event2026-06-30
Filed2026-07-28
AMT
AMERICAN TOWER CORP
New
Shares1.0K
Event2026-06-30
Filed2026-07-28
DAL
DELTA AIR LINES INC
New
Shares1.8K
Event2026-06-30
Filed2026-07-28
ADP
AUTOMATIC DATA PROCESSING IN
New
Shares752
Event2026-06-30
Filed2026-07-28
OTIS
OTIS WORLDWIDE CORP
New
Shares2.3K
Event2026-06-30
Filed2026-07-28
MS
MORGAN STANLEY
New
Shares780
Event2026-06-30
Filed2026-07-28
DLB
DOLBY LABORATORIES INC
New
Shares3.0K
Event2026-06-30
Filed2026-07-28
XLRE
SELECT SECTOR SPDR TR
New
Shares3.5K
Event2026-06-30
Filed2026-07-28
F
FORD MTR CO
New
Shares11.1K
Event2026-06-30
Filed2026-07-28
SYK
STRYKER CORPORATION
New
Shares486
Event2026-06-30
Filed2026-07-28
MPLX
MPLX LP
New
Shares2.7K
Event2026-06-30
Filed2026-07-28
RSPT
INVESCO EXCHANGE TRADED FD T
New
Shares2.4K
Event2026-06-30
Filed2026-07-28
ORLY
OREILLY AUTOMOTIVE INC
New
Shares1.6K
Event2026-06-30
Filed2026-07-28
SHOP
SHOPIFY INC
New
Shares1.3K
Event2026-06-30
Filed2026-07-28
COF
CAPITAL ONE FINL CORP
New
Shares740
Event2026-06-30
Filed2026-07-28
ONB
OLD NATL BANCORP IND
New
Shares5.5K
Event2026-06-30
Filed2026-07-28
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
New
Shares425
Event2026-06-30
Filed2026-07-28
IVW
ISHARES TR
New
Shares1.0K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
New
Shares1.4K
Event2026-06-30
Filed2026-07-28
CSX
CSX CORP
New
Shares2.9K
Event2026-06-30
Filed2026-07-28
IJJ
ISHARES TR
New
Shares932
Event2026-06-30
Filed2026-07-28
SCHD
SCHWAB STRATEGIC TR
New
Shares4.3K
Event2026-06-30
Filed2026-07-28
CHD
CHURCH & DWIGHT CO INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-28
SCHX
SCHWAB STRATEGIC TR
New
Shares4.5K
Event2026-06-30
Filed2026-07-28
SHEL
SHELL PLC
-31.35%
Shares1.7K
Event2026-06-30
Filed2026-07-28
LIN
LINDE PLC
New
Shares253
Event2026-06-30
Filed2026-07-28
BA
BOEING CO
New
Shares605
Event2026-06-30
Filed2026-07-28
MRVL
MARVELL TECHNOLOGY INC
New
Shares430
Event2026-06-30
Filed2026-07-28
DGRO
ISHARES TR
New
Shares1.6K
Event2026-06-30
Filed2026-07-28
CINF
CINCINNATI FINL CORP
New
Shares667
Event2026-06-30
Filed2026-07-28
ASML
ASML HLDG NV
New
Shares62
Event2026-06-30
Filed2026-07-28
GBTC
GRAYSCALE BITCOIN TRUST ETF
New
Shares2.7K
Event2026-06-30
Filed2026-07-28
ICLN
ISHARES TR
New
Shares6.0K
Event2026-06-30
Filed2026-07-28
ALB
ALBEMARLE CORP
New
Shares884
Event2026-06-30
Filed2026-07-28
TGT
TARGET CORP
New
Shares911
Event2026-06-30
Filed2026-07-28
BLK
BLACKROCK INC
New
Shares122
Event2026-06-30
Filed2026-07-28
TTC
TORO CO
New
Shares1.2K
Event2026-06-30
Filed2026-07-28
MUB
ISHARES TR
New
Shares1.1K
Event2026-06-30
Filed2026-07-28
VYM
VANGUARD WHITEHALL FDS
New
Shares730
Event2026-06-30
Filed2026-07-28
BND
VANGUARD BD INDEX FDS
New
Shares1.5K
Event2026-06-30
Filed2026-07-28
POST
POST HLDGS INC
New
Shares1.2K
Event2026-06-30
Filed2026-07-28
VRTX
VERTEX PHARMACEUTICALS INC
New
Shares211
Event2026-06-30
Filed2026-07-28
ENB
ENBRIDGE INC
New
Shares1.9K
Event2026-06-30
Filed2026-07-28
IVE
ISHARES TR
New
Shares437
Event2026-06-30
Filed2026-07-28
ISRG
INTUITIVE SURGICAL INC
New
Shares246
Event2026-06-30
Filed2026-07-28
DOMINOS PIZZA INC
DOMINOS PIZZA INC
New
Shares330
Event2026-06-30
Filed2026-07-28
HEI.A
HEICO CORP NEW
New
Shares374
Event2026-06-30
Filed2026-07-28
MKC
MCCORMICK & CO INC
New
Shares1.9K
Event2026-06-30
Filed2026-07-28
SPYD
SPDR SERIES TRUST
New
Shares2.0K
Event2026-06-30
Filed2026-07-28
GEF.B
GREIF INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-28
POOL CORP
POOL CORP
New
Shares429
Event2026-06-30
Filed2026-07-28
VOD
VODAFONE GROUP PLC
New
Shares7.0K
Event2026-06-30
Filed2026-07-28
PANW
PALO ALTO NETWORKS INC
New
Shares270
Event2026-06-30
Filed2026-07-28
VNQ
VANGUARD INDEX FDS
New
Shares947
Event2026-06-30
Filed2026-07-28
FDL
FIRST TR EXCHANGE-TRADED FD
New
Shares1.9K
Event2026-06-30
Filed2026-07-28
NOBL
PROSHARES TR
New
Shares1.6K
Event2026-06-30
Filed2026-07-28
KMB
KIMBERLY-CLARK CORP
New
Shares815
Event2026-06-30
Filed2026-07-28
ITW
ILLINOIS TOOL WKS INC
New
Shares330
Event2026-06-30
Filed2026-07-28
GD
GENERAL DYNAMICS CORP
New
Shares242
Event2026-06-30
Filed2026-07-28
PSKY
PARAMOUNT SKYDANCE CORP
New
Shares8.6K
Event2026-06-30
Filed2026-07-28
LMT
LOCKHEED MARTIN CORP
New
Shares165
Event2026-06-30
Filed2026-07-28
NOC
NORTHROP GRUMMAN CORP
New
Shares165
Event2026-06-30
Filed2026-07-28
CL
COLGATE PALMOLIVE CO
New
Shares914
Event2026-06-30
Filed2026-07-28
CLX
CLOROX CO DEL
New
Shares875
Event2026-06-30
Filed2026-07-28
HYBX
TCW ETF TRUST
New
Shares2.8K
Event2026-06-30
Filed2026-07-28
WAT
WATERS CORP
New
Shares217
Event2026-06-30
Filed2026-07-28
MO
ALTRIA GROUP INC
New
Shares1.1K
Event2026-06-30
Filed2026-07-28
ALL
ALLSTATE CORP
New
Shares333
Event2026-06-30
Filed2026-07-28
ADVANCED DRAIN SYS INC DEL
ADVANCED DRAIN SYS INC DEL
New
Shares500
Event2026-06-30
Filed2026-07-28
BWA
BORGWARNER INC
New
Shares1.2K
Event2026-06-30
Filed2026-07-28
WBD
WARNER BROS DISCOVERY INC
New
Shares2.9K
Event2026-06-30
Filed2026-07-28
ADSK
AUTODESK INC
New
Shares389
Event2026-06-30
Filed2026-07-28
WFC
WELLS FARGO & CO
New
Shares907
Event2026-06-30
Filed2026-07-28
PRK
PARK NATL CORP
New
Shares408
Event2026-06-30
Filed2026-07-28
CGW
INVESCO EXCH TRADED FD TR II
New
Shares1.1K
Event2026-06-30
Filed2026-07-28
3M CO
3M CO
New
Shares440
Event2026-06-30
Filed2026-07-28
DVN
DEVON ENERGY CORP NEW
New
Shares1.7K
Event2026-06-30
Filed2026-07-28
CRM
SALESFORCE INC
-96.53%
Shares433
Event2026-06-30
Filed2026-07-28
DVA
DAVITA INC
New
Shares300
Event2026-06-30
Filed2026-07-28
FDX
FEDEX CORP
New
Shares213
Event2026-06-30
Filed2026-07-28
TEL
TE CONNECTIVITY PLC
New
Shares327
Event2026-06-30
Filed2026-07-28
QCLN
FIRST TR EXCHANGE-TRADED FD
New
Shares1.1K
Event2026-06-30
Filed2026-07-28
WTV
WISDOMTREE TR
New
Shares648
Event2026-06-30
Filed2026-07-28
CBXA
CALAMOS ETF TR
New
Shares3.2K
Event2026-06-30
Filed2026-07-28
FSK
FS KKR CAP CORP
New
Shares6.2K
Event2026-06-30
Filed2026-07-28
SPAB
SPDR SERIES TRUST
New
Shares2.5K
Event2026-06-30
Filed2026-07-28
NVO
NOVO-NORDISK A S
New
Shares1.3K
Event2026-06-30
Filed2026-07-28
AZO
AUTOZONE INC
New
Shares20
Event2026-06-30
Filed2026-07-28
AMTM
AMENTUM HOLDINGS INC
New
Shares3.1K
Event2026-06-30
Filed2026-07-28
PGX
INVESCO EXCH TRADED FD TR II
New
Shares5.8K
Event2026-06-30
Filed2026-07-28
PAA
PLAINS ALL AMERN PIPELINE L
New
Shares2.8K
Event2026-06-30
Filed2026-07-28
ANET
ARISTA NETWORKS INC
New
Shares360
Event2026-06-30
Filed2026-07-28
FXL
FIRST TR EXCHANGE-TRADED FD
New
Shares275
Event2026-06-30
Filed2026-07-28
CRWV
COREWEAVE INC
New
Shares600
Event2026-06-30
Filed2026-07-28
SPSM
SPDR SERIES TRUST
New
Shares1.0K
Event2026-06-30
Filed2026-07-28
ECL
ECOLAB INC
New
Shares205
Event2026-06-30
Filed2026-07-28
OC
OWENS CORNING NEW
New
Shares322
Event2026-06-30
Filed2026-07-28
SHW
SHERWIN WILLIAMS CO
New
Shares147
Event2026-06-30
Filed2026-07-28
CAH
CARDINAL HEALTH INC
New
Shares213
Event2026-06-30
Filed2026-07-28
HLT
HILTON WORLDWIDE HLDGS INC
New
Shares146
Event2026-06-30
Filed2026-07-28
GSK PLC
GSK PLC
New
Shares920
Event2026-06-30
Filed2026-07-28
PBD
INVESCO EXCH TRADED FD TR II
New
Shares2.4K
Event2026-06-30
Filed2026-07-28
CONSTELLATION BRANDS INC
CONSTELLATION BRANDS INC
New
Shares325
Event2026-06-30
Filed2026-07-28
DHI
D R HORTON INC
New
Shares275
Event2026-06-30
Filed2026-07-28
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
New
Shares87
Event2026-06-30
Filed2026-07-28
EPD
ENTERPRISE PRODS PARTNERS L
New
Shares1.2K
Event2026-06-30
Filed2026-07-28
QUAL
ISHARES TR
New
Shares197
Event2026-06-30
Filed2026-07-28
PHM
PULTE GROUP INC
New
Shares310
Event2026-06-30
Filed2026-07-28
FSLR
FIRST SOLAR INC
New
Shares180
Event2026-06-30
Filed2026-07-28
PRU
PRUDENTIAL FINL INC
New
Shares385
Event2026-06-30
Filed2026-07-28
MELI
MERCADOLIBRE INC
New
Shares24
Event2026-06-30
Filed2026-07-28
EMB
ISHARES TR
New
Shares422
Event2026-06-30
Filed2026-07-28
BUD
ANHEUSER BUSCH INBEV SA NV
New
Shares468
Event2026-06-30
Filed2026-07-28
VXUS
VANGUARD STAR FDS
New
Shares450
Event2026-06-30
Filed2026-07-28
SDY
SPDR SERIES TRUST
New
Shares250
Event2026-06-30
Filed2026-07-28
IEMG
ISHARES INC
New
Shares442
Event2026-06-30
Filed2026-07-28
ARK ETF TR
ARK ETF TR
New
Shares450
Event2026-06-30
Filed2026-07-28
TER
TERADYNE INC
New
Shares75
Event2026-06-30
Filed2026-07-28
IWS
ISHARES TR
New
Shares218
Event2026-06-30
Filed2026-07-28
CNI
CANADIAN NATL RY CO
New
Shares300
Event2026-06-30
Filed2026-07-28
HWM
HOWMET AEROSPACE INC
New
Shares133
Event2026-06-30
Filed2026-07-28
HEI
HEICO CORP NEW
New
Shares100
Event2026-06-30
Filed2026-07-28
PPH
VANECK ETF TRUST
New
Shares325
Event2026-06-30
Filed2026-07-28
IXUS
ISHARES TR
New
Shares369
Event2026-06-30
Filed2026-07-28
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
New
Shares125
Event2026-06-30
Filed2026-07-28
AIZ
ASSURANT INC
New
Shares130
Event2026-06-30
Filed2026-07-28
JPRE
J P MORGAN EXCHANGE TRADED F
New
Shares666
Event2026-06-30
Filed2026-07-28
SMG
SCOTTS MIRACLE-GRO CO
New
Shares505
Event2026-06-30
Filed2026-07-28
ITOT
ISHARES TR
New
Shares208
Event2026-06-30
Filed2026-07-28
RBC
RBC BEARINGS INC
New
Shares53
Event2026-06-30
Filed2026-07-28
SPG
SIMON PPTY GROUP INC NEW
New
Shares150
Event2026-06-30
Filed2026-07-28
QTEC
FIRST TR EXCHANGE-TRADED FD
New
Shares100
Event2026-06-30
Filed2026-07-28
SERVICENOW INC
SERVICENOW INC
New
Shares335
Event2026-06-30
Filed2026-07-28
SCHA
SCHWAB STRATEGIC TR
New
Shares916
Event2026-06-30
Filed2026-07-28
NKE
NIKE INC
New
Shares802
Event2026-06-30
Filed2026-07-28
TKO
TKO GROUP HOLDINGS INC
New
Shares162
Event2026-06-30
Filed2026-07-28
NUE
NUCOR CORP
New
Shares145
Event2026-06-30
Filed2026-07-28
SIX FLAGS ENTERTAINMENT CORP
SIX FLAGS ENTERTAINMENT CORP
New
Shares1.5K
Event2026-06-30
Filed2026-07-28
VFH
VANGUARD WORLD FD
New
Shares235
Event2026-06-30
Filed2026-07-28
UFO
PROCURE ETF TRUST II
New
Shares604
Event2026-06-30
Filed2026-07-28
DTE
DTE ENERGY CO
New
Shares200
Event2026-06-30
Filed2026-07-28
HMC
HONDA MOTOR CO LTD
New
Shares1.1K
Event2026-06-30
Filed2026-07-28
GRMN
GARMIN LTD
New
Shares125
Event2026-06-30
Filed2026-07-28
CMG
CHIPOTLE MEXICAN GRILL INC
New
Shares860
Event2026-06-30
Filed2026-07-28
CMPS
COMPASS PATHWAYS PLC
New
Shares2.0K
Event2026-06-30
Filed2026-07-28
FAST
FASTENAL CO
New
Shares600
Event2026-06-30
Filed2026-07-28
PAYX
PAYCHEX INC
New
Shares290
Event2026-06-30
Filed2026-07-28
DTM
DT MIDSTREAM INC
New
Shares194
Event2026-06-30
Filed2026-07-28
QQQI
NEOS ETF TRUST
New
Shares500
Event2026-06-30
Filed2026-07-28
SOXX
ISHARES TR
New
Shares44
Event2026-06-30
Filed2026-07-28
TFC
TRUIST FINL CORP
New
Shares565
Event2026-06-30
Filed2026-07-28
BIV
VANGUARD BD INDEX FDS
New
Shares359
Event2026-06-30
Filed2026-07-28
TGTX
TG THERAPEUTICS INC
New
Shares480
Event2026-06-30
Filed2026-07-28
HOOD
ROBINHOOD MKTS INC
New
Shares259
Event2026-06-30
Filed2026-07-28
TWLO
TWILIO INC
New
Shares125
Event2026-06-30
Filed2026-07-28
CTAS
CINTAS CORP
New
Shares148
Event2026-06-30
Filed2026-07-28
AWK
AMERICAN WTR WKS CO INC NEW
New
Shares189
Event2026-06-30
Filed2026-07-28
IDOG
ALPS ETF TR
New
Shares600
Event2026-06-30
Filed2026-07-28
UNP
UNION PAC CORP
New
Shares90
Event2026-06-30
Filed2026-07-28
RSPF
INVESCO EXCHANGE TRADED FD T
New
Shares314
Event2026-06-30
Filed2026-07-28
RVMD
REVOLUTION MEDICINES INC
New
Shares130
Event2026-06-30
Filed2026-07-28
PRIMERICA INC
PRIMERICA INC
New
Shares85
Event2026-06-30
Filed2026-07-28
AHR
AMERICAN HEALTHCARE REIT INC
New
Shares463
Event2026-06-30
Filed2026-07-28
MGM
MGM RESORTS INTERNATIONAL
New
Shares500
Event2026-06-30
Filed2026-07-28
AVY
AVERY DENNISON CORP
New
Shares146
Event2026-06-30
Filed2026-07-28
SSO
PROSHARES TR
New
Shares350
Event2026-06-30
Filed2026-07-28
ZS
ZSCALER INC
New
Shares166
Event2026-06-30
Filed2026-07-28
GM
GENERAL MTRS CO
New
Shares300
Event2026-06-30
Filed2026-07-28
WSO
WATSCO INC
New
Shares55
Event2026-06-30
Filed2026-07-28
MZTI
MARZETTI COMPANY
New
Shares200
Event2026-06-30
Filed2026-07-28
BP
BP PLC
New
Shares616
Event2026-06-30
Filed2026-07-28
HPE
HEWLETT PACKARD ENTERPRISE C
New
Shares500
Event2026-06-30
Filed2026-07-28
VDC
VANGUARD WORLD FD
New
Shares100
Event2026-06-30
Filed2026-07-28
ACB
AURORA CANNABIS INC
New
Shares8.0K
Event2026-06-30
Filed2026-07-28
MNST
MONSTER BEVERAGE CORP NEW
New
Shares230
Event2026-06-30
Filed2026-07-28
FNX
FIRST TR EXCHANGE-TRADED ALP
New
Shares150
Event2026-06-30
Filed2026-07-28
VTIP
VANGUARD MALVERN FDS
New
Shares434
Event2026-06-30
Filed2026-07-28
GPN
GLOBAL PMTS INC
New
Shares300
Event2026-06-30
Filed2026-07-28
DHR
DANAHER CORP DEL
New
Shares113
Event2026-06-30
Filed2026-07-28
SFM
SPROUTS FMRS MKT INC
New
Shares250
Event2026-06-30
Filed2026-07-28
SLV
ISHARES SILVER TR
New
Shares395
Event2026-06-30
Filed2026-07-28
AXP
AMERICAN EXPRESS CO
New
Shares62
Event2026-06-30
Filed2026-07-28
XPO
XPO INC
New
Shares102
Event2026-06-30
Filed2026-07-28
ALNYLAM PHARMACEUTICALS INC
ALNYLAM PHARMACEUTICALS INC
New
Shares69
Event2026-06-30
Filed2026-07-28
QIG
WISDOMTREE TR
New
Shares466
Event2026-06-30
Filed2026-07-28
USSH
WISDOMTREE TR
New
Shares410
Event2026-06-30
Filed2026-07-28
RWX
SPDR INDEX SHS FDS
New
Shares754
Event2026-06-30
Filed2026-07-28
XLV
SELECT SECTOR SPDR TR
New
Shares128
Event2026-06-30
Filed2026-07-28
JPST
J P MORGAN EXCHANGE TRADED F
New
Shares400
Event2026-06-30
Filed2026-07-28
PLD
PROLOGIS INC.
New
Shares148
Event2026-06-30
Filed2026-07-28
AAAU
GOLDMAN SACHS PHYSICAL GOLD
New
Shares500
Event2026-06-30
Filed2026-07-28
PHIN
PHINIA INC
New
Shares233
Event2026-06-30
Filed2026-07-28
ANTERO MIDSTREAM CORP
ANTERO MIDSTREAM CORP
New
Shares840
Event2026-06-30
Filed2026-07-28
ETR
ENTERGY CORP NEW
New
Shares166
Event2026-06-30
Filed2026-07-28
COIN
COINBASE GLOBAL INC
New
Shares130
Event2026-06-30
Filed2026-07-28
CALAMOS ETF TR
CALAMOS ETF TR
New
Shares913
Event2026-06-30
Filed2026-07-28
SOUN
SOUNDHOUND AI INC
New
Shares2.8K
Event2026-06-30
Filed2026-07-28
ES
EVERSOURCE ENERGY
New
Shares248
Event2026-06-30
Filed2026-07-28
FTSM
FIRST TR EXCHANGE-TRADED FD
New
Shares300
Event2026-06-30
Filed2026-07-28
GPC
GENUINE PARTS CO
New
Shares148
Event2026-06-30
Filed2026-07-28
FDN
FIRST TR EXCHANGE-TRADED FD
New
Shares65
Event2026-06-30
Filed2026-07-28
EEFT
EURONET WORLDWIDE INC
New
Shares234
Event2026-06-30
Filed2026-07-28
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
New
Shares180
Event2026-06-30
Filed2026-07-28
TSM
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares35
Event2026-06-30
Filed2026-07-28
CCJ
CAMECO CORP
New
Shares160
Event2026-06-30
Filed2026-07-28
NTRA
NATERA INC
New
Shares60
Event2026-06-30
Filed2026-07-28
FEDEX FGHT HLDG CO INC
FEDEX FGHT HLDG CO INC
New
Shares105
Event2026-06-30
Filed2026-07-28
HSY
HERSHEY CO
New
Shares88
Event2026-06-30
Filed2026-07-28
IJH
ISHARES TR
New
Shares200
Event2026-06-30
Filed2026-07-28
ADM
ARCHER DANIELS MIDLAND CO
New
Shares200
Event2026-06-30
Filed2026-07-28
GIS
GENERAL MILLS INC
New
Shares425
Event2026-06-30
Filed2026-07-28
ELAN
ELANCO ANIMAL HEALTH INC
New
Shares600
Event2026-06-30
Filed2026-07-28
IWB
ISHARES TR
New
Shares36
Event2026-06-30
Filed2026-07-28
CHW
CALAMOS GBL DYN INCOME FUND
New
Shares1.6K
Event2026-06-30
Filed2026-07-28
VGSH
VANGUARD SCOTTSDALE FDS
New
Shares250
Event2026-06-30
Filed2026-07-28
FYX
FIRST TR EXCHANGE-TRADED ALP
New
Shares100
Event2026-06-30
Filed2026-07-28
MTB
M & T BK CORP
New
Shares60
Event2026-06-30
Filed2026-07-28
S&P GLOBAL INC
S&P GLOBAL INC
New
Shares35
Event2026-06-30
Filed2026-07-28
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares75
Event2026-06-30
Filed2026-07-28
AMRK
GOLD COM INC
New
Shares340
Event2026-06-30
Filed2026-07-28
WES
WESTERN MIDSTREAM PARTNERS L
New
Shares313
Event2026-06-30
Filed2026-07-28
PII
POLARIS INC
New
Shares200
Event2026-06-30
Filed2026-07-28
TAP
MOLSON COORS BEVERAGE CO
New
Shares350
Event2026-06-30
Filed2026-07-28
GGG
GRACO INC
New
Shares180
Event2026-06-30
Filed2026-07-28
XLF
SELECT SECTOR SPDR TR
New
Shares250
Event2026-06-30
Filed2026-07-28
GEHC
GE HEALTHCARE TECHNOLOGIES I
New
Shares207
Event2026-06-30
Filed2026-07-28
TIP
ISHARES TR
New
Shares120
Event2026-06-30
Filed2026-07-28
P
EVERPURE INC
New
Shares165
Event2026-06-30
Filed2026-07-28
CFG
CITIZENS FINL GROUP INC
New
Shares185
Event2026-06-30
Filed2026-07-28
XLY
SELECT SECTOR SPDR TR
New
Shares110
Event2026-06-30
Filed2026-07-28
BME
BLACKROCK HEALTH SCIENCES TR
New
Shares297
Event2026-06-30
Filed2026-07-28
TM
TOYOTA MOTOR CORP
New
Shares75
Event2026-06-30
Filed2026-07-28
BALL
BALL CORP
New
Shares200
Event2026-06-30
Filed2026-07-28
EW
EDWARDS LIFESCIENCES CORP
New
Shares135
Event2026-06-30
Filed2026-07-28
ODFL
OLD DOMINION FREIGHT LINE IN
New
Shares56
Event2026-06-30
Filed2026-07-28
LNG
CHENIERE ENERGY INC
New
Shares50
Event2026-06-30
Filed2026-07-28
AKAMAI TECHNOLOGIES INC
AKAMAI TECHNOLOGIES INC
New
Shares100
Event2026-06-30
Filed2026-07-28
MCO
MOODYS CORP
New
Shares26
Event2026-06-30
Filed2026-07-28
CGNX
COGNEX CORP
New
Shares162
Event2026-06-30
Filed2026-07-28
WPC
WP CAREY INC
New
Shares164
Event2026-06-30
Filed2026-07-28
DVY
ISHARES TR
New
Shares75
Event2026-06-30
Filed2026-07-28
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares149
Event2026-06-30
Filed2026-07-28
CME
CME GROUP INC
New
Shares52
Event2026-06-30
Filed2026-07-28
TROW
PRICE T ROWE GROUP INC
New
Shares100
Event2026-06-30
Filed2026-07-28
HISF
FIRST TR EXCHANGE-TRADED FD
New
Shares250
Event2026-06-30
Filed2026-07-28
DUK
DUKE ENERGY CORP NEW
New
Shares87
Event2026-06-30
Filed2026-07-28
LIVE NATION ENTERTAINMENT IN
LIVE NATION ENTERTAINMENT IN
New
Shares60
Event2026-06-30
Filed2026-07-28
YUM
YUM BRANDS INC
-99.72%
Shares68
Event2026-06-30
Filed2026-07-28
PFG
PRINCIPAL FINANCIAL GROUP IN
New
Shares100
Event2026-06-30
Filed2026-07-28
IONQ INC
IONQ INC
New
Shares200
Event2026-06-30
Filed2026-07-28
VEEV
VEEVA SYS INC
New
Shares60
Event2026-06-30
Filed2026-07-28
PML
PIMCO MUN INCOME FD II
New
Shares1.4K
Event2026-06-30
Filed2026-07-28
HESM
HESS MIDSTREAM LP
New
Shares278
Event2026-06-30
Filed2026-07-28
VFC
V F CORP
New
Shares616
Event2026-06-30
Filed2026-07-28
AGILENT TECHNOLOGIES INC
AGILENT TECHNOLOGIES INC
New
Shares75
Event2026-06-30
Filed2026-07-28
FLUENCE ENERGY INC
FLUENCE ENERGY INC
New
Shares500
Event2026-06-30
Filed2026-07-28
IWF
ISHARES TR
New
Shares80
Event2026-06-30
Filed2026-07-28
ONDS
ONDAS INC
New
Shares1.2K
Event2026-06-30
Filed2026-07-28
RSP
INVESCO EXCHANGE TRADED FD T
New
Shares46
Event2026-06-30
Filed2026-07-28
EOG
EOG RES INC
New
Shares75
Event2026-06-30
Filed2026-07-28
TFX
TELEFLEX INCORPORATED
New
Shares75
Event2026-06-30
Filed2026-07-28
TYL
TYLER TECHNOLOGIES INC
New
Shares32
Event2026-06-30
Filed2026-07-28
AES CORP
AES CORP
New
Shares630
Event2026-06-30
Filed2026-07-28
ICE
INTERCONTINENTAL EXCHANGE IN
New
Shares75
Event2026-06-30
Filed2026-07-28
INCO
COLUMBIA ETF TR II
New
Shares150
Event2026-06-30
Filed2026-07-28
BMI
BADGER METER INC
New
Shares60
Event2026-06-30
Filed2026-07-28
BTC
GRAYSCALE BITCOIN MINI TR ET
New
Shares341
Event2026-06-30
Filed2026-07-28
MET
METLIFE INC
New
Shares104
Event2026-06-30
Filed2026-07-28
IEI
ISHARES TR
New
Shares74
Event2026-06-30
Filed2026-07-28
MTUM
ISHARES TR
New
Shares25
Event2026-06-30
Filed2026-07-28
OKTA
OKTA INC
New
Shares62
Event2026-06-30
Filed2026-07-28
RITM
RITHM CAPITAL CORP
-98.23%
Shares900
Event2026-06-30
Filed2026-07-28
QHY
WISDOMTREE TR
New
Shares181
Event2026-06-30
Filed2026-07-28
EL
LAUDER ESTEE COS INC
New
Shares100
Event2026-06-30
Filed2026-07-28
CALAMOS ETF TR
CALAMOS ETF TR
New
Shares455
Event2026-06-30
Filed2026-07-28
PLUG
PLUG PWR INC
New
Shares2.9K
Event2026-06-30
Filed2026-07-28
GLTR
ABRDN PRECIOUS METALS BASKET
New
Shares43
Event2026-06-30
Filed2026-07-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
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