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The Analysis of McKinley Carter Wealth Services, Inc.'s Holdings & P&L

Currently, McKinley Carter Wealth Services, Inc. holds 317 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in IWF (+147.7K shares, valued at $18.3M), FBND (+177.2K shares, valued at $8.1M), VUG (+87.3K shares, valued at $7.5M); decreased their positions in GOVT (-402.1K shares, valued at $9.2M), N/A (-20.9K shares, valued at $7.9M), J (-51.0K shares, valued at $6.4M); initiated new positions in DELL (+15.5K shares, valued at $6.7M), AMD (+10.9K shares, valued at $6.4M), C (+43.0K shares, valued at $6.0M).

1M P&L

+43.6M+2.84%

3M P&L

+23.0M+1.48%

HY P&L

-39.3M-2.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.2B

78.0%

2Consumer Electronics34.8M

2.2%

3Semiconductors30.7M

1.9%

Top Industries by Stock Count

1N/A190 stocks

65.5%

2Utilities - Regulated Electric6 stocks

2.1%

3Banks - Regional6 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST3.6M shares4.38%2026-06-302026-07-28

ISHARES TR ISHARES TR171.8K shares2.48%2026-06-302026-07-28

FBND FIDELITY MERRIMACK STR TR2.4M shares7.81%2026-06-302026-07-28

IWB ISHARES TR249.4K shares0.86%2026-06-302026-07-28

DFAE DIMENSIONAL ETF TRUST2.3M shares5.53%2026-06-302026-07-28

ISHARES TR ISHARES TR652.2K shares5.15%2026-06-302026-07-28

VXUS VANGUARD STAR FDS519.6K shares-1.89%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS531.8K shares1.15%2026-06-302026-07-28

Sponsored

IVE ISHARES TR162.6K shares1.42%2026-06-302026-07-28

ISHARES TR ISHARES TR368.5K shares-2.18%2026-06-302026-07-28

AAPL APPLE INC120.3K shares-0.43%2026-06-302026-07-28

ILCG ISHARES TR279.2K shares3.10%2026-06-302026-07-28

BROADCOM INC BROADCOM INC77.4K shares-3.34%2026-06-302026-07-28

DYNF BLACKROCK ETF TRUST414.7K shares6.38%2026-06-302026-07-28

GOOGL ALPHABET INC73.7K shares17.52%2026-06-302026-07-28

IWF ISHARES TR197.0K shares299.51%2026-06-302026-07-28

Sponsored

USIG ISHARES TR399.3K shares11.46%2026-06-302026-07-28

MBB ISHARES TR208.8K shares18.51%2026-06-302026-07-28

IJR ISHARES TR127.4K shares-0.01%2026-06-302026-07-28

NVDA NVIDIA CORPORATION94.4K shares22.07%2026-06-302026-07-28

IXUS ISHARES TR189.1K shares-5.38%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR89.8K shares-1.56%2026-06-302026-07-28

TLH ISHARES TR166.5K shares26.67%2026-06-302026-07-28

GRID FIRST TR EXCHANGE-TRADED FD85.1K shares7.13%2026-06-302026-07-28

Sponsored

IJH ISHARES TR206.0K shares-4.40%2026-06-302026-07-28

MSFT MICROSOFT CORP41.3K shares3.06%2026-06-302026-07-28

IEMG ISHARES INC182.1K shares-2.11%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION15.1K shares0.67%2026-06-302026-07-28

VT VANGUARD INTL EQUITY INDEX F89.7K shares12.37%2026-06-302026-07-28

IEI ISHARES TR119.0K shares27.84%2026-06-302026-07-28

LLY ELI LILLY & CO11.6K shares79.58%2026-06-302026-07-28

THRO BLACKROCK ETF TRUST314.6K shares4.97%2026-06-302026-07-28

Sponsored

DFLV DIMENSIONAL ETF TRUST338.6K shares8.29%2026-06-302026-07-28

QUANTA SVCS INC QUANTA SVCS INC18.4K shares-3.10%2026-06-302026-07-28

SHY ISHARES TR155.5K shares34.06%2026-06-302026-07-28

EMXC ISHARES INC124.6K shares0.17%2026-06-302026-07-28

TJX TJX COS INC NEW81.3K shares-0.65%2026-06-302026-07-28

ORLY OREILLY AUTOMOTIVE INC125.3K shares1.05%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS155.9K shares3.43%2026-06-302026-07-28

AMZN AMAZON COM INC47.1K shares-0.27%2026-06-302026-07-28

Sponsored

DFAT DIMENSIONAL ETF TRUST155.0K shares5.36%2026-06-302026-07-28

VOO VANGUARD INDEX FDS15.6K shares-0.51%2026-06-302026-07-28

CAT CATERPILLAR INC10.0K shares4.31%2026-06-302026-07-28

LIN LINDE PLC20.4K shares2.11%2026-06-302026-07-28

XCEM COLUMBIA ETF TR II197.5K shares1.43%2026-06-302026-07-28

MCK MCKESSON CORP13.6K shares0.22%2026-06-302026-07-28

FNDF SCHWAB STRATEGIC TR193.9K shares-2.53%2026-06-302026-07-28

HUBB HUBBELL INC19.5K shares0.35%2026-06-302026-07-28

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL45.8K shares1.31%2026-06-302026-07-28

IWL ISHARES TR53.2K shares-7.86%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED19.2K shares-1.75%2026-06-302026-07-28

OEF ISHARES TR26.2K shares-3.36%2026-06-302026-07-28

APH AMPHENOL CORP54.1K shares5.51%2026-06-302026-07-28

CACI CACI INTL INC20.1K shares2.10%2026-06-302026-07-28

VUG VANGUARD INDEX FDS105.2K shares490.32%2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR166.0K shares-4.41%2026-06-302026-07-28

Sponsored

RL RALPH LAUREN CORP22.2K shares3.56%2026-06-302026-07-28

AIQ GLOBAL X FDS127.4K shares0.27%2026-06-302026-07-28

XLV SELECT SECTOR SPDR TR49.9K shares-8.64%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC13.6K shares0.56%2026-06-302026-07-28

VYMI VANGUARD WHITEHALL FDS77.8K shares3.56%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO23.3K shares1.87%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP21.2K shares-6.89%2026-06-302026-07-28

QQQ INVESCO QQQ TR10.0K shares-1.39%2026-06-302026-07-28

Sponsored

SCHF SCHWAB STRATEGIC TR266.5K shares-2.52%2026-06-302026-07-28

IWM ISHARES TR23.9K shares-1.29%2026-06-302026-07-28

ISCG ISHARES TR107.4K shares1.86%2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC15.5K sharesnew addition2026-06-302026-07-28

ESGU ISHARES TR40.8K shares2.12%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.92.1K shares0.92%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC10.9K sharesnew addition2026-06-302026-07-28

VB VANGUARD INDEX FDS20.1K shares-2.48%2026-06-302026-07-28

Sponsored

C CITIGROUP INC43.0K sharesnew addition2026-06-302026-07-28

ABBVIE INC ABBVIE INC23.6K shares2.03%2026-06-302026-07-28

PEP PEPSICO INC41.4K shares1.32%2026-06-302026-07-28

VEU VANGUARD INTL EQUITY INDEX F64.6K shares-9.02%2026-06-302026-07-28

EFA ISHARES TR49.3K shares-5.60%2026-06-302026-07-28

BK BANK OF NY MELLON CORP35.4K shares-0.10%2026-06-302026-07-28

GWW WW GRAINGER INC3.6K shares-0.16%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON17.3K shares0.95%2026-06-302026-07-28

Sponsored

IWD ISHARES TR17.9K shares-0.34%2026-06-302026-07-28

TXN TEXAS INSTRS INC14.4K shares-2.99%2026-06-302026-07-28

MUNI PIMCO ETF TR81.4K shares-1.29%2026-06-302026-07-28

MS MORGAN STANLEY20.3K shares-1.17%2026-06-302026-07-28

CVX CHEVRON CORPORATION25.5K shares3.77%2026-06-302026-07-28

PG PROCTER & GAMBLE CO28.5K shares-1.26%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP7.7K shares3.27%2026-06-302026-07-28

VBK VANGUARD INDEX FDS10.5K shares-0.34%2026-06-302026-07-28

Sponsored

EFG ISHARES TR29.9K shares-3.62%2026-06-302026-07-28

IGRO ISHARES TR41.9K shares8.49%2026-06-302026-07-28

IJS ISHARES TR26.8K shares-0.75%2026-06-302026-07-28

MINT PIMCO ETF TR35.1K sharesnew addition2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC40.0K shares2.70%2026-06-302026-07-28

INMU BLACKROCK ETF TRUST II142.6K shares1.68%2026-06-302026-07-28

MCD MCDONALDS CORP12.8K shares0.99%2026-06-302026-07-28

XLE SELECT SECTOR SPDR TR64.3K shares-4.07%2026-06-302026-07-28

Sponsored

FNOV FIRST TR EXCHNG TRADED FD VI58.1K shares0.00%2026-06-302026-07-28

LOW LOWES COS INC14.7K shares-0.28%2026-06-302026-07-28

MRK MERCK & CO INC25.0K shares0.92%2026-06-302026-07-28

VBR VANGUARD INDEX FDS13.1K shares-0.21%2026-06-302026-07-28

ESGD ISHARES TR30.0K shares1.85%2026-06-302026-07-28

IWP ISHARES TR20.9K shares-6.99%2026-06-302026-07-28

IWR ISHARES TR27.7K shares-4.51%2026-06-302026-07-28

ACWI ISHARES TR19.1K shares-28.44%2026-06-302026-07-28

Sponsored

HD HOME DEPOT INC8.4K shares-67.78%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST33.2K shares0.00%2026-06-302026-07-28

DFIV DIMENSIONAL ETF TRUST51.7K shares-8.71%2026-06-302026-07-28

QUAL ISHARES TR12.7K shares-4.61%2026-06-302026-07-28

ES EVERSOURCE ENERGY38.6K shares5.82%2026-06-302026-07-28

ADP AUTOMATIC DATA PROCESSING IN11.7K shares0.62%2026-06-302026-07-28

BRTR BLACKROCK ETF TRUST II51.7K shares10.66%2026-06-302026-07-28

ITW ILLINOIS TOOL WKS INC9.4K shares4.66%2026-06-302026-07-28

Sponsored

EAGG ISHARES TR53.3K shares0.31%2026-06-302026-07-28

SBUX STARBUCKS CORP24.6K shares2.58%2026-06-302026-07-28

VTV VANGUARD INDEX FDS11.2K shares10.40%2026-06-302026-07-28

COWZ PACER FDS TR38.4K shares6.89%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.1K shares-1.16%2026-06-302026-07-28

DGRO ISHARES TR30.1K shares1.45%2026-06-302026-07-28

MDY STATE STR SPDR S&P MIDCAP 403.1K shares-0.13%2026-06-302026-07-28

ECL ECOLAB INC7.5K shares5.43%2026-06-302026-07-28

Sponsored

WFC WELLS FARGO & CO24.9K shares5.79%2026-06-302026-07-28

SPEM SPDR INDEX SHS FDS39.2K shares-6.76%2026-06-302026-07-28

CHCO CITY HLDG CO15.3K shares11.10%2026-06-302026-07-28

GOVT ISHARES TR87.5K shares-82.13%2026-06-302026-07-28

PNC PNC FINL SVCS GROUP INC7.8K shares-1.35%2026-06-302026-07-28

IWO ISHARES TR4.8K shares-2.02%2026-06-302026-07-28

FDEC FIRST TR EXCHNG TRADED FD VI34.9K shares0.00%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR56.0K shares3.43%2026-06-302026-07-28

Sponsored

J JACOBS SOLUTIONS INC14.6K shares-77.80%2026-06-302026-07-28

VISA INC VISA INC5.3K shares-1.73%2026-06-302026-07-28

DEM WISDOMTREE TR32.3K shares4.92%2026-06-302026-07-28

MDLZ MONDELEZ INTL INC29.5K shares-17.68%2026-06-302026-07-28

QTEC FIRST TR EXCHANGE-TRADED FD5.0K shares-2.06%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T7.9K shares-0.60%2026-06-302026-07-28

FOCT FIRST TR EXCHNG TRADED FD VI32.1K shares-0.31%2026-06-302026-07-28

FVD FIRST TR EXCHANGE-TRADED FD34.5K shares0.00%2026-06-302026-07-28

Sponsored

VO VANGUARD INDEX FDS20.4K shares291.22%2026-06-302026-07-28

MTUM ISHARES TR4.8K shares-1.37%2026-06-302026-07-28

FJUN FIRST TR EXCHNG TRADED FD VI27.1K shares1.91%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares-2.14%2026-06-302026-07-28

FMAR FIRST TR EXCHNG TRADED FD VI30.2K shares2.38%2026-06-302026-07-28

ABT ABBOTT LABORATORIES17.3K shares-10.93%2026-06-302026-07-28

QQQJ INVESCO EXCH TRADED FD TR II34.3K shares24.66%2026-06-302026-07-28

ACUITY INC ACUITY INC4.1K shares-83.55%2026-06-302026-07-28

Sponsored

IJT ISHARES TR8.6K shares-0.40%2026-06-302026-07-28

VGT VANGUARD WORLD FD12.6K shares702.86%2026-06-302026-07-28

PPA INVESCO EXCHANGE TRADED FD T8.5K shares131.92%2026-06-302026-07-28

PGR PROGRESSIVE CORP6.8K shares0.10%2026-06-302026-07-28

GBTC GRAYSCALE BITCOIN TRUST ETF32.1K shares0.00%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP10.6K shares28.00%2026-06-302026-07-28

FSEP FIRST TR EXCHNG TRADED FD VI26.4K shares0.00%2026-06-302026-07-28

UBSI UNITED BANKSHARES INC WEST V31.6K shares1.85%2026-06-302026-07-28

Sponsored

VIGI VANGUARD WHITEHALL FDS15.0K shares-1.46%2026-06-302026-07-28

BTC GRAYSCALE BITCOIN MINI TR ET53.0K shares0.00%2026-06-302026-07-28

FMAY FIRST TR EXCHNG TRADED FD VI23.9K shares0.00%2026-06-302026-07-28

ESGE ISHARES INC24.2K shares1.76%2026-06-302026-07-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.2K shares-0.31%2026-06-302026-07-28

GOOG ALPHABET INC3.6K shares-3.24%2026-06-302026-07-28

TMUS T-MOBILE US INC7.4K shares-19.82%2026-06-302026-07-28

VDC VANGUARD WORLD FD5.4K shares0.00%2026-06-302026-07-28

Sponsored

FBT FIRST TR EXCHANGE-TRADED FD4.8K shares-0.08%2026-06-302026-07-28

MEAR ISHARES U S ETF TR23.1K shares2.15%2026-06-302026-07-28

DNOV FIRST TR EXCHNG TRADED FD VI22.5K shares0.00%2026-06-302026-07-28

BUFY FIRST TR EXCHNG TRADED FD VI49.0K shares-0.37%2026-06-302026-07-28

DOCT FIRST TR EXCHNG TRADED FD VI24.4K shares0.00%2026-06-302026-07-28

FAPR FIRST TR EXCHNG TRADED FD VI24.2K shares0.00%2026-06-302026-07-28

CMCSA COMCAST CORP NEW45.0K shares-2.65%2026-06-302026-07-28

IVW ISHARES TR8.0K shares1.57%2026-06-302026-07-28

Sponsored

VONV VANGUARD SCOTTSDALE FDS10.3K shares265.86%2026-06-302026-07-28

IAGG ISHARES TR21.6K shares-61.83%2026-06-302026-07-28

IWX ISHARES TR10.3K shares-2.46%2026-06-302026-07-28

WMT WALMART INC9.6K shares1.52%2026-06-302026-07-28

HIMU BLACKROCK ETF TRUST II21.0K shares4.14%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares1.27%2026-06-302026-07-28

NSC NORFOLK SOUTHN CORP3.2K shares164.96%2026-06-302026-07-28

TSLA TESLA INC2.3K shares-0.38%2026-06-302026-07-28

Sponsored

XLP SELECT SECTOR SPDR TR11.7K shares-11.21%2026-06-302026-07-28

KLAC KLA CORP3.1K shares900.00%2026-06-302026-07-28

ORACLE CORP ORACLE CORP6.4K shares2.75%2026-06-302026-07-28

INTC INTEL CORP6.6K shares26.23%2026-06-302026-07-28

SPDW SPDR INDEX SHS FDS18.2K shares-8.85%2026-06-302026-07-28

KXI ISHARES TR13.0K shares-6.17%2026-06-302026-07-28

KO COCA COLA CO10.8K shares-2.91%2026-06-302026-07-28

EEM ISHARES TR12.7K shares0.00%2026-06-302026-07-28

Sponsored

FAUG FIRST TR EXCHNG TRADED FD VI15.0K shares0.00%2026-06-302026-07-28

USHY ISHARES TR22.8K shares-1.36%2026-06-302026-07-28

IVOO VANGUARD ADMIRAL FDS INC6.5K shares0.00%2026-06-302026-07-28

PKG PACKAGING CORP AMER3.5K shares-0.06%2026-06-302026-07-28

VLUE ISHARES TR4.1K shares0.00%2026-06-302026-07-28

ARKX ARK ETF TR23.9K sharesnew addition2026-06-302026-07-28

DSEP FIRST TR EXCHNG TRADED FD VI16.9K shares0.00%2026-06-302026-07-28

RSPM INVESCO EXCHANGE TRADED FD T20.7K shares0.00%2026-06-302026-07-28

Sponsored

AEP AMERICAN ELEC PWR CO INC5.7K shares19.41%2026-06-302026-07-28

GLD SPDR GOLD TR2.1K shares0.00%2026-06-302026-07-28

IGSB ISHARES TR14.9K shares-5.43%2026-06-302026-07-28

XAR SPDR SERIES TRUST2.7K shares0.00%2026-06-302026-07-28

TMO THERMO FISHER SCIENTIFIC INC1.5K shares-8.47%2026-06-302026-07-28

MVBF MVB FINL CORP25.9K shares0.00%2026-06-302026-07-28

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-28

UFO PROCURE ETF TRUST II14.7K sharesnew addition2026-06-302026-07-28

Sponsored

VWO VANGUARD INTL EQUITY INDEX F12.2K shares-5.75%2026-06-302026-07-28

IWN ISHARES TR3.3K shares-3.49%2026-06-302026-07-28

INTU INTUIT2.8K shares-83.71%2026-06-302026-07-28

ISTB ISHARES TR14.9K shares-2.24%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR24.3K shares-1.87%2026-06-302026-07-28

SOXX ISHARES TR1.1K shares-11.87%2026-06-302026-07-28

CSX CSX CORP14.9K shares0.00%2026-06-302026-07-28

IAUM ISHARES GOLD TRUST MICRO17.6K shares37.49%2026-06-302026-07-28

Sponsored

PYLD PIMCO ETF TR26.3K shares2.32%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION3.7K shares-2.06%2026-06-302026-07-28

FFEB FIRST TR EXCHNG TRADED FD VI11.1K shares0.00%2026-06-302026-07-28

FJUL FIRST TR EXCHNG TRADED FD VI11.3K shares-11.54%2026-06-302026-07-28

AJG GALLAGHER ARTHUR J & CO2.8K shares-90.13%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC5.5K shares11.31%2026-06-302026-07-28

FJAN FIRST TR EXCHNG TRADED FD VI11.1K shares0.00%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-2.64%2026-06-302026-07-28

Sponsored

SPYG SPDR SERIES TRUST5.1K shares0.04%2026-06-302026-07-28

SPMD SPDR SERIES TRUST8.7K shares-6.86%2026-06-302026-07-28

XLI SELECT SECTOR SPDR TR3.2K shares1.21%2026-06-302026-07-28

CDNS CADENCE DESIGN SYSTEM INC1.6K shares0.00%2026-06-302026-07-28

XT ISHARES TR7.1K shares0.00%2026-06-302026-07-28

FDN FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-06-302026-07-28

DTE DTE ENERGY CO3.7K shares0.00%2026-06-302026-07-28

IDHQ INVESCO EXCH TRADED FD TR II12.9K shares92.95%2026-06-302026-07-28

Sponsored

RSPG INVESCO EXCHANGE TRADED FD T5.7K shares-2.85%2026-06-302026-07-28

BUFD FIRST TR EXCHNG TRADED FD VI18.7K shares0.00%2026-06-302026-07-28

SCHE SCHWAB STRATEGIC TR15.3K shares103.98%2026-06-302026-07-28

EXR EXTRA SPACE STORAGE INC3.8K shares0.03%2026-06-302026-07-28

VONE VANGUARD SCOTTSDALE FDS1.6K sharesnew addition2026-06-302026-07-28

XJH ISHARES TR10.5K shares2.21%2026-06-302026-07-28

MUB ISHARES TR5.1K shares0.02%2026-06-302026-07-28

CORTEVA INC CORTEVA INC6.4K shares-4.38%2026-06-302026-07-28

Sponsored

JUNM FIRST TR EXCHNG TRADED FD VI15.1K shares0.00%2026-06-302026-07-28

DMAR FIRST TR EXCHNG TRADED FD VI11.5K shares-38.60%2026-06-302026-07-28

F FORD MTR CO35.4K sharesnew addition2026-06-302026-07-28

GJAN FIRST TR EXCHNG TRADED FD VI10.9K shares2.88%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW3.8K shares9.53%2026-06-302026-07-28

VRT VERTIV HOLDINGS CO1.4K shares0.00%2026-06-302026-07-28

DDEC FIRST TR EXCHNG TRADED FD VI9.8K shares0.00%2026-06-302026-07-28

DKS DICKS SPORTING GOODS INC2.0K shares0.10%2026-06-302026-07-28

Sponsored

SOUTHERN CO SOUTHERN CO4.6K shares0.00%2026-06-302026-07-28

IWS ISHARES TR2.6K shares0.00%2026-06-302026-07-28

GJUL FIRST TR EXCHNG TRADED FD VI9.9K shares22.31%2026-06-302026-07-28

TFC TRUIST FINL CORP8.4K shares1.32%2026-06-302026-07-28

T AT&T INC20.0K shares16.61%2026-06-302026-07-28

IXN ISHARES TR2.8K shares0.00%2026-06-302026-07-28

DFEB FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2026-06-302026-07-28

PDBC INVESCO ACTVELY MNGD ETC FD25.5K shares112.00%2026-06-302026-07-28

Sponsored

IWY ISHARES TR1.4K shares-20.09%2026-06-302026-07-28

JQUA J P MORGAN EXCHANGE TRADED F5.5K sharesnew addition2026-06-302026-07-28

PM PHILIP MORRIS INTL INC2.2K shares42.50%2026-06-302026-07-28

GILD GILEAD SCIENCES INC3.1K shares0.00%2026-06-302026-07-28

ANGL VANECK ETF TRUST13.4K shares-1.63%2026-06-302026-07-28

HEFA ISHARES TR8.2K shares-6.20%2026-06-302026-07-28

SPTM SPDR SERIES TRUST4.2K shares0.00%2026-06-302026-07-28

NI NISOURCE INC7.9K shares0.25%2026-06-302026-07-28

Sponsored

TT TRANE TECHNOLOGIES PLC751 shares0.13%2026-06-302026-07-28

ESML ISHARES TR6.5K shares2.19%2026-06-302026-07-28

IDA IDACORP INC2.4K shares0.04%2026-06-302026-07-28

IOO ISHARES TR2.7K shares0.00%2026-06-302026-07-28

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.1K shares0.00%2026-06-302026-07-28

SDY SPDR SERIES TRUST2.3K shares5.39%2026-06-302026-07-28

AIVL WISDOMTREE TR2.7K shares0.00%2026-06-302026-07-28

ROBO EXCHANGE TRADED CONCEPTS TRU4.1K sharesnew addition2026-06-302026-07-28

Sponsored

SHW SHERWIN WILLIAMS CO1.0K shares-4.28%2026-06-302026-07-28

VFH VANGUARD WORLD FD2.6K shares-2.92%2026-06-302026-07-28

SUB ISHARES TR3.2K shares-3.99%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC7.7K sharesnew addition2026-06-302026-07-28

PXF INVESCO EXCH TRADED FD TR II4.3K shares0.00%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS1.4K sharesnew addition2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC754 shares-13.03%2026-06-302026-07-28

LNT ALLIANT ENERGY CORP4.0K shares0.00%2026-06-302026-07-28

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T3.4K shares-9.80%2026-06-302026-07-28

USMV ISHARES TR3.1K shares-22.18%2026-06-302026-07-28

SPMO INVESCO EXCH TRADED FD TR II1.9K shares0.00%2026-06-302026-07-28

VGIT VANGUARD SCOTTSDALE FDS5.0K shares-18.42%2026-06-302026-07-28

DVY ISHARES TR1.8K shares0.00%2026-06-302026-07-28

DAUG FIRST TR EXCHNG TRADED FD VI6.1K shares0.00%2026-06-302026-07-28

ITOT ISHARES TR1.7K shares0.00%2026-06-302026-07-28

GPN GLOBAL PMTS INC3.8K shares-0.68%2026-06-302026-07-28

Sponsored

NOBL PROSHARES TR4.9K shares99.96%2026-06-302026-07-28

DTM DT MIDSTREAM INC1.8K shares0.00%2026-06-302026-07-28

GUNR FLEXSHARES TR5.5K shares0.00%2026-06-302026-07-28

BINC BLACKROCK ETF TRUST II5.2K shares-1.28%2026-06-302026-07-28

AMGN AMGEN INC746 shares-0.67%2026-06-302026-07-28

VDE VANGUARD WORLD FD1.8K shares-76.58%2026-06-302026-07-28

CL COLGATE PALMOLIVE CO2.9K shares0.00%2026-06-302026-07-28

CVS CVS HEALTH CORP2.5K sharesnew addition2026-06-302026-07-28

Sponsored

VV VANGUARD INDEX FDS757 shares-3.20%2026-06-302026-07-28

EZM WISDOMTREE TR3.4K shares0.00%2026-06-302026-07-28

FCF FIRST COMWLTH FINL CORP PA12.5K shares0.00%2026-06-302026-07-28

TSCO TRACTOR SUPPLY CO8.0K shares-34.17%2026-06-302026-07-28

VTC VANGUARD SCOTTSDALE FDS3.3K shares12.28%2026-06-302026-07-28

BNL BROADSTONE NET LEASE INC12.1K shares0.00%2026-06-302026-07-28

AOM ISHARES TR4.9K shares-1.50%2026-06-302026-07-28

BLK BLACKROCK INC256 shares-0.78%2026-06-302026-07-28

Sponsored

BX BLACKSTONE INC2.1K shares2.98%2026-06-302026-07-28

SUSA ISHARES TR1.6K shares0.00%2026-06-302026-07-28

TGT TARGET CORP1.8K shares0.00%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS2.9K shares-1.11%2026-06-302026-07-28

BUFQ FIRST TR EXCHNG TRADED FD VI5.9K shares-12.59%2026-06-302026-07-28

ASML ASML HLDG NV113 sharesnew addition2026-06-302026-07-28

ADI ANALOG DEVICES INC554 sharesnew addition2026-06-302026-07-28

IPKW INVESCO EXCH TRADED FD TR II3.9K shares0.00%2026-06-302026-07-28

Sponsored

VGLT VANGUARD SCOTTSDALE FDS3.9K sharesnew addition2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS1.4K shares-7.91%2026-06-302026-07-28

DHR DANAHER CORP DEL1.1K shares-12.73%2026-06-302026-07-28

VMBS VANGUARD SCOTTSDALE FDS4.5K sharesnew addition2026-06-302026-07-28

SWK STANLEY BLACK & DECKER INC2.2K sharesnew addition2026-06-302026-07-28

SLYV SPDR SERIES TRUST1.9K sharesnew addition2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC518 sharesnew addition2026-06-302026-07-28

ISCF ISHARES TR4.8K sharesnew addition2026-06-302026-07-28

Sponsored

ETN EATON CORP PLC478 sharesnew addition2026-06-302026-07-28

AXP AMERICAN EXPRESS CO600 sharesnew addition2026-06-302026-07-28

NGEN NERVGEN PHARMA CORP32.7K shares5.70%2026-06-302026-07-28

SNOA SONOMA PHARMACEUTICALS INC11.2K shares0.00%2026-06-302026-07-28

NSPR INSPIREMD INC10.0K shares0.00%2026-06-302026-07-28

DFAI

DIMENSIONAL ETF TRUST

4.38%

Shares3.6M

Event2026-06-30

Filed2026-07-28

ISHARES TR

2.48%

Shares171.8K

Event2026-06-30

Filed2026-07-28

FBND

FIDELITY MERRIMACK STR TR

7.81%

Shares2.4M

Event2026-06-30

Filed2026-07-28

IWB

ISHARES TR

0.86%

Shares249.4K

Event2026-06-30

Filed2026-07-28

DFAE

DIMENSIONAL ETF TRUST

5.53%

Shares2.3M

Event2026-06-30

Filed2026-07-28

ISHARES TR

5.15%

Shares652.2K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

-1.89%

Shares519.6K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

1.15%

Shares531.8K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

1.42%

Shares162.6K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-2.18%

Shares368.5K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-0.43%

Shares120.3K

Event2026-06-30

Filed2026-07-28

ILCG

ISHARES TR

3.10%

Shares279.2K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

-3.34%

Shares77.4K

Event2026-06-30

Filed2026-07-28

DYNF

BLACKROCK ETF TRUST

6.38%

Shares414.7K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

17.52%

Shares73.7K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

299.51%

Shares197.0K

Event2026-06-30

Filed2026-07-28

USIG

ISHARES TR

11.46%

Shares399.3K

Event2026-06-30

Filed2026-07-28

MBB

ISHARES TR

18.51%

Shares208.8K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

-0.01%

Shares127.4K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

22.07%

Shares94.4K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

-5.38%

Shares189.1K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-1.56%

Shares89.8K

Event2026-06-30

Filed2026-07-28

TLH

ISHARES TR

26.67%

Shares166.5K

Event2026-06-30

Filed2026-07-28

GRID

FIRST TR EXCHANGE-TRADED FD

7.13%

Shares85.1K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

-4.40%

Shares206.0K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

3.06%

Shares41.3K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

-2.11%

Shares182.1K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

0.67%

Shares15.1K

Event2026-06-30

Filed2026-07-28

VANGUARD INTL EQUITY INDEX F

12.37%

Shares89.7K

Event2026-06-30

Filed2026-07-28

IEI

ISHARES TR

27.84%

Shares119.0K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

79.58%

Shares11.6K

Event2026-06-30

Filed2026-07-28

THRO

BLACKROCK ETF TRUST

4.97%

Shares314.6K

Event2026-06-30

Filed2026-07-28

DFLV

DIMENSIONAL ETF TRUST

8.29%

Shares338.6K

Event2026-06-30

Filed2026-07-28

QUANTA SVCS INC

-3.10%

Shares18.4K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

34.06%

Shares155.5K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES INC

0.17%

Shares124.6K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

-0.65%

Shares81.3K

Event2026-06-30

Filed2026-07-28

ORLY

OREILLY AUTOMOTIVE INC

1.05%

Shares125.3K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

3.43%

Shares155.9K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-0.27%

Shares47.1K

Event2026-06-30

Filed2026-07-28

DFAT

DIMENSIONAL ETF TRUST

5.36%

Shares155.0K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-0.51%

Shares15.6K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

4.31%

Shares10.0K

Event2026-06-30

Filed2026-07-28

LIN

LINDE PLC

2.11%

Shares20.4K

Event2026-06-30

Filed2026-07-28

XCEM

COLUMBIA ETF TR II

1.43%

Shares197.5K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

0.22%

Shares13.6K

Event2026-06-30

Filed2026-07-28

FNDF

SCHWAB STRATEGIC TR

-2.53%

Shares193.9K

Event2026-06-30

Filed2026-07-28

HUBB

HUBBELL INC

0.35%

Shares19.5K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

1.31%

Shares45.8K

Event2026-06-30

Filed2026-07-28

IWL

ISHARES TR

-7.86%

Shares53.2K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

-1.75%

Shares19.2K

Event2026-06-30

Filed2026-07-28

OEF

ISHARES TR

-3.36%

Shares26.2K

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP

5.51%

Shares54.1K

Event2026-06-30

Filed2026-07-28

CACI

CACI INTL INC

2.10%

Shares20.1K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

490.32%

Shares105.2K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

-4.41%

Shares166.0K

Event2026-06-30

Filed2026-07-28

RALPH LAUREN CORP

3.56%

Shares22.2K

Event2026-06-30

Filed2026-07-28

AIQ

GLOBAL X FDS

0.27%

Shares127.4K

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

-8.64%

Shares49.9K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

0.56%

Shares13.6K

Event2026-06-30

Filed2026-07-28

VYMI

VANGUARD WHITEHALL FDS

3.56%

Shares77.8K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

1.87%

Shares23.3K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

-6.89%

Shares21.2K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

-1.39%

Shares10.0K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

-2.52%

Shares266.5K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

-1.29%

Shares23.9K

Event2026-06-30

Filed2026-07-28

ISCG

ISHARES TR

1.86%

Shares107.4K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

New

Shares15.5K

Event2026-06-30

Filed2026-07-28

ESGU

ISHARES TR

2.12%

Shares40.8K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

0.92%

Shares92.1K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

New

Shares10.9K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-2.48%

Shares20.1K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

New

Shares43.0K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

2.03%

Shares23.6K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

1.32%

Shares41.4K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

-9.02%

Shares64.6K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

-5.60%

Shares49.3K

Event2026-06-30

Filed2026-07-28

BANK OF NY MELLON CORP

-0.10%

Shares35.4K

Event2026-06-30

Filed2026-07-28

GWW

WW GRAINGER INC

-0.16%

Shares3.6K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

0.95%

Shares17.3K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

-0.34%

Shares17.9K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

-2.99%

Shares14.4K

Event2026-06-30

Filed2026-07-28

MUNI

PIMCO ETF TR

-1.29%

Shares81.4K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

-1.17%

Shares20.3K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

3.77%

Shares25.5K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-1.26%

Shares28.5K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

3.27%

Shares7.7K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

-0.34%

Shares10.5K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES TR

-3.62%

Shares29.9K

Event2026-06-30

Filed2026-07-28

IGRO

ISHARES TR

8.49%

Shares41.9K

Event2026-06-30

Filed2026-07-28

IJS

ISHARES TR

-0.75%

Shares26.8K

Event2026-06-30

Filed2026-07-28

MINT

PIMCO ETF TR

New

Shares35.1K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

2.70%

Shares40.0K

Event2026-06-30

Filed2026-07-28

INMU

BLACKROCK ETF TRUST II

1.68%

Shares142.6K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

0.99%

Shares12.8K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

-4.07%

Shares64.3K

Event2026-06-30

Filed2026-07-28

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares58.1K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

-0.28%

Shares14.7K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

0.92%

Shares25.0K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

-0.21%

Shares13.1K

Event2026-06-30

Filed2026-07-28

ESGD

ISHARES TR

1.85%

Shares30.0K

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

-6.99%

Shares20.9K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

-4.51%

Shares27.7K

Event2026-06-30

Filed2026-07-28

ACWI

ISHARES TR

-28.44%

Shares19.1K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-67.78%

Shares8.4K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

0.00%

Shares33.2K

Event2026-06-30

Filed2026-07-28

DFIV

DIMENSIONAL ETF TRUST

-8.71%

Shares51.7K

Event2026-06-30

Filed2026-07-28

QUAL

ISHARES TR

-4.61%

Shares12.7K

Event2026-06-30

Filed2026-07-28

EVERSOURCE ENERGY

5.82%

Shares38.6K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA PROCESSING IN

0.62%

Shares11.7K

Event2026-06-30

Filed2026-07-28

BRTR

BLACKROCK ETF TRUST II

10.66%

Shares51.7K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WKS INC

4.66%

Shares9.4K

Event2026-06-30

Filed2026-07-28

EAGG

ISHARES TR

0.31%

Shares53.3K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

2.58%

Shares24.6K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

10.40%

Shares11.2K

Event2026-06-30

Filed2026-07-28

COWZ

PACER FDS TR

6.89%

Shares38.4K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

-1.16%

Shares3.1K

Event2026-06-30

Filed2026-07-28

DGRO

ISHARES TR

1.45%

Shares30.1K

Event2026-06-30

Filed2026-07-28

MDY

STATE STR SPDR S&P MIDCAP 40

-0.13%

Shares3.1K

Event2026-06-30

Filed2026-07-28

ECL

ECOLAB INC

5.43%

Shares7.5K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

5.79%

Shares24.9K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

-6.76%

Shares39.2K

Event2026-06-30

Filed2026-07-28

CHCO

CITY HLDG CO

11.10%

Shares15.3K

Event2026-06-30

Filed2026-07-28

GOVT

ISHARES TR

-82.13%

Shares87.5K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

-1.35%

Shares7.8K

Event2026-06-30

Filed2026-07-28

IWO

ISHARES TR

-2.02%

Shares4.8K

Event2026-06-30

Filed2026-07-28

FDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares34.9K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

3.43%

Shares56.0K

Event2026-06-30

Filed2026-07-28

JACOBS SOLUTIONS INC

-77.80%

Shares14.6K

Event2026-06-30

Filed2026-07-28

VISA INC

-1.73%

Shares5.3K

Event2026-06-30

Filed2026-07-28

DEM

WISDOMTREE TR

4.92%

Shares32.3K

Event2026-06-30

Filed2026-07-28

MDLZ

MONDELEZ INTL INC

-17.68%

Shares29.5K

Event2026-06-30

Filed2026-07-28

QTEC

FIRST TR EXCHANGE-TRADED FD

-2.06%

Shares5.0K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

-0.60%

Shares7.9K

Event2026-06-30

Filed2026-07-28

FOCT

FIRST TR EXCHNG TRADED FD VI

-0.31%

Shares32.1K

Event2026-06-30

Filed2026-07-28

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares34.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

291.22%

Shares20.4K

Event2026-06-30

Filed2026-07-28

MTUM

ISHARES TR

-1.37%

Shares4.8K

Event2026-06-30

Filed2026-07-28

FJUN

FIRST TR EXCHNG TRADED FD VI

1.91%

Shares27.1K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-2.14%

Shares4.4K

Event2026-06-30

Filed2026-07-28

FMAR

FIRST TR EXCHNG TRADED FD VI

2.38%

Shares30.2K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

-10.93%

Shares17.3K

Event2026-06-30

Filed2026-07-28

QQQJ

INVESCO EXCH TRADED FD TR II

24.66%

Shares34.3K

Event2026-06-30

Filed2026-07-28

ACUITY INC

-83.55%

Shares4.1K

Event2026-06-30

Filed2026-07-28

IJT

ISHARES TR

-0.40%

Shares8.6K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

702.86%

Shares12.6K

Event2026-06-30

Filed2026-07-28

PPA

INVESCO EXCHANGE TRADED FD T

131.92%

Shares8.5K

Event2026-06-30

Filed2026-07-28

PGR

PROGRESSIVE CORP

0.10%

Shares6.8K

Event2026-06-30

Filed2026-07-28

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares32.1K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

28.00%

Shares10.6K

Event2026-06-30

Filed2026-07-28

FSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares26.4K

Event2026-06-30

Filed2026-07-28

UBSI

UNITED BANKSHARES INC WEST V

1.85%

Shares31.6K

Event2026-06-30

Filed2026-07-28

VIGI

VANGUARD WHITEHALL FDS

-1.46%

Shares15.0K

Event2026-06-30

Filed2026-07-28

BTC

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares53.0K

Event2026-06-30

Filed2026-07-28

FMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares23.9K

Event2026-06-30

Filed2026-07-28

ESGE

ISHARES INC

1.76%

Shares24.2K

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND

-0.31%

Shares10.2K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-3.24%

Shares3.6K

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

-19.82%

Shares7.4K

Event2026-06-30

Filed2026-07-28

VDC

VANGUARD WORLD FD

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-28

FBT

FIRST TR EXCHANGE-TRADED FD

-0.08%

Shares4.8K

Event2026-06-30

Filed2026-07-28

MEAR

ISHARES U S ETF TR

2.15%

Shares23.1K

Event2026-06-30

Filed2026-07-28

DNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-28

BUFY

FIRST TR EXCHNG TRADED FD VI

-0.37%

Shares49.0K

Event2026-06-30

Filed2026-07-28

DOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares24.4K

Event2026-06-30

Filed2026-07-28

FAPR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP NEW

-2.65%

Shares45.0K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

1.57%

Shares8.0K

Event2026-06-30

Filed2026-07-28

VONV

VANGUARD SCOTTSDALE FDS

265.86%

Shares10.3K

Event2026-06-30

Filed2026-07-28

IAGG

ISHARES TR

-61.83%

Shares21.6K

Event2026-06-30

Filed2026-07-28

IWX

ISHARES TR

-2.46%

Shares10.3K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

1.52%

Shares9.6K

Event2026-06-30

Filed2026-07-28

HIMU

BLACKROCK ETF TRUST II

4.14%

Shares21.0K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.27%

Shares2.1K

Event2026-06-30

Filed2026-07-28

NSC

NORFOLK SOUTHN CORP

164.96%

Shares3.2K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

-0.38%

Shares2.3K

Event2026-06-30

Filed2026-07-28

XLP

SELECT SECTOR SPDR TR

-11.21%

Shares11.7K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP

900.00%

Shares3.1K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

2.75%

Shares6.4K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

26.23%

Shares6.6K

Event2026-06-30

Filed2026-07-28

SPDW

SPDR INDEX SHS FDS

-8.85%

Shares18.2K

Event2026-06-30

Filed2026-07-28

KXI

ISHARES TR

-6.17%

Shares13.0K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

-2.91%

Shares10.8K

Event2026-06-30

Filed2026-07-28

EEM

ISHARES TR

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-28

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-28

USHY

ISHARES TR

-1.36%

Shares22.8K

Event2026-06-30

Filed2026-07-28

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-28

PKG

PACKAGING CORP AMER

-0.06%

Shares3.5K

Event2026-06-30

Filed2026-07-28

VLUE

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-28

ARKX

ARK ETF TR

New

Shares23.9K

Event2026-06-30

Filed2026-07-28

DSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-28

RSPM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares20.7K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

19.41%

Shares5.7K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

IGSB

ISHARES TR

-5.43%

Shares14.9K

Event2026-06-30

Filed2026-07-28

XAR

SPDR SERIES TRUST

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER SCIENTIFIC INC

-8.47%

Shares1.5K

Event2026-06-30

Filed2026-07-28

MVBF

MVB FINL CORP

0.00%

Shares25.9K

Event2026-06-30

Filed2026-07-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-28

UFO

PROCURE ETF TRUST II

New

Shares14.7K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

-5.75%

Shares12.2K

Event2026-06-30

Filed2026-07-28

IWN

ISHARES TR

-3.49%

Shares3.3K

Event2026-06-30

Filed2026-07-28

INTU

INTUIT

-83.71%

Shares2.8K

Event2026-06-30

Filed2026-07-28

ISTB

ISHARES TR

-2.24%

Shares14.9K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

-1.87%

Shares24.3K

Event2026-06-30

Filed2026-07-28

SOXX

ISHARES TR

-11.87%

Shares1.1K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-28

IAUM

ISHARES GOLD TRUST MICRO

37.49%

Shares17.6K

Event2026-06-30

Filed2026-07-28

PYLD

PIMCO ETF TR

2.32%

Shares26.3K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

-2.06%

Shares3.7K

Event2026-06-30

Filed2026-07-28

FFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-28

FJUL

FIRST TR EXCHNG TRADED FD VI

-11.54%

Shares11.3K

Event2026-06-30

Filed2026-07-28

AJG

GALLAGHER ARTHUR J & CO

-90.13%

Shares2.8K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

11.31%

Shares5.5K

Event2026-06-30

Filed2026-07-28

FJAN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

-2.64%

Shares2.2K

Event2026-06-30

Filed2026-07-28

SPYG

SPDR SERIES TRUST

0.04%

Shares5.1K

Event2026-06-30

Filed2026-07-28

SPMD

SPDR SERIES TRUST

-6.86%

Shares8.7K

Event2026-06-30

Filed2026-07-28

XLI

SELECT SECTOR SPDR TR

1.21%

Shares3.2K

Event2026-06-30

Filed2026-07-28

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-28

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

DTE

DTE ENERGY CO

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-28

IDHQ

INVESCO EXCH TRADED FD TR II

92.95%

Shares12.9K

Event2026-06-30

Filed2026-07-28

RSPG

INVESCO EXCHANGE TRADED FD T

-2.85%

Shares5.7K

Event2026-06-30

Filed2026-07-28

BUFD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares18.7K

Event2026-06-30

Filed2026-07-28

SCHE

SCHWAB STRATEGIC TR

103.98%

Shares15.3K

Event2026-06-30

Filed2026-07-28

EXR

EXTRA SPACE STORAGE INC

0.03%

Shares3.8K

Event2026-06-30

Filed2026-07-28

VONE

VANGUARD SCOTTSDALE FDS

New

Shares1.6K

Event2026-06-30

Filed2026-07-28

XJH

ISHARES TR

2.21%

Shares10.5K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

0.02%

Shares5.1K

Event2026-06-30

Filed2026-07-28

CORTEVA INC

-4.38%

Shares6.4K

Event2026-06-30

Filed2026-07-28

JUNM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-28

DMAR

FIRST TR EXCHNG TRADED FD VI

-38.60%

Shares11.5K

Event2026-06-30

Filed2026-07-28

FORD MTR CO

New

Shares35.4K

Event2026-06-30

Filed2026-07-28

GJAN

FIRST TR EXCHNG TRADED FD VI

2.88%

Shares10.9K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

9.53%

Shares3.8K

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

DDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-28

DKS

DICKS SPORTING GOODS INC

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-28

IWS

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

GJUL

FIRST TR EXCHNG TRADED FD VI

22.31%

Shares9.9K

Event2026-06-30

Filed2026-07-28

TFC

TRUIST FINL CORP

1.32%

Shares8.4K

Event2026-06-30

Filed2026-07-28

AT&T INC

16.61%

Shares20.0K

Event2026-06-30

Filed2026-07-28

IXN

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-28

DFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-28

PDBC

INVESCO ACTVELY MNGD ETC FD

112.00%

Shares25.5K

Event2026-06-30

Filed2026-07-28

IWY

ISHARES TR

-20.09%

Shares1.4K

Event2026-06-30

Filed2026-07-28

JQUA

J P MORGAN EXCHANGE TRADED F

New

Shares5.5K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

42.50%

Shares2.2K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-28

ANGL

VANECK ETF TRUST

-1.63%

Shares13.4K

Event2026-06-30

Filed2026-07-28

HEFA

ISHARES TR

-6.20%

Shares8.2K

Event2026-06-30

Filed2026-07-28

SPTM

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-28

NISOURCE INC

0.25%

Shares7.9K

Event2026-06-30

Filed2026-07-28

TRANE TECHNOLOGIES PLC

0.13%

Shares751

Event2026-06-30

Filed2026-07-28

ESML

ISHARES TR

2.19%

Shares6.5K

Event2026-06-30

Filed2026-07-28

IDA

IDACORP INC

0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-28

IOO

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

TRAVELERS COMPANIES INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

SDY

SPDR SERIES TRUST

5.39%

Shares2.3K

Event2026-06-30

Filed2026-07-28

AIVL

WISDOMTREE TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

ROBO

EXCHANGE TRADED CONCEPTS TRU

New

Shares4.1K

Event2026-06-30

Filed2026-07-28

SHW

SHERWIN WILLIAMS CO

-4.28%

Shares1.0K

Event2026-06-30

Filed2026-07-28

VFH

VANGUARD WORLD FD

-2.92%

Shares2.6K

Event2026-06-30

Filed2026-07-28

SUB

ISHARES TR

-3.99%

Shares3.2K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

New

Shares7.7K

Event2026-06-30

Filed2026-07-28

PXF

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares1.4K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-13.03%

Shares754

Event2026-06-30

Filed2026-07-28

LNT

ALLIANT ENERGY CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-28

SPHQ

INVESCO EXCHANGE TRADED FD T

-9.80%

Shares3.4K

Event2026-06-30

Filed2026-07-28

USMV

ISHARES TR

-22.18%

Shares3.1K

Event2026-06-30

Filed2026-07-28

SPMO

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

VGIT

VANGUARD SCOTTSDALE FDS

-18.42%

Shares5.0K

Event2026-06-30

Filed2026-07-28

DVY

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

DAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-28

GPN

GLOBAL PMTS INC

-0.68%

Shares3.8K

Event2026-06-30

Filed2026-07-28

NOBL

PROSHARES TR

99.96%

Shares4.9K

Event2026-06-30

Filed2026-07-28

DTM

DT MIDSTREAM INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

GUNR

FLEXSHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-28

BINC

BLACKROCK ETF TRUST II

-1.28%

Shares5.2K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

-0.67%

Shares746

Event2026-06-30

Filed2026-07-28

VDE

VANGUARD WORLD FD

-76.58%

Shares1.8K

Event2026-06-30

Filed2026-07-28

COLGATE PALMOLIVE CO

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-3.20%

Shares757

Event2026-06-30

Filed2026-07-28

EZM

WISDOMTREE TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-28

FCF

FIRST COMWLTH FINL CORP PA

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-28

TSCO

TRACTOR SUPPLY CO

-34.17%

Shares8.0K

Event2026-06-30

Filed2026-07-28

VTC

VANGUARD SCOTTSDALE FDS

12.28%

Shares3.3K

Event2026-06-30

Filed2026-07-28

BNL

BROADSTONE NET LEASE INC

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-28

AOM

ISHARES TR

-1.50%

Shares4.9K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

-0.78%

Shares256

Event2026-06-30

Filed2026-07-28

BLACKSTONE INC

2.98%

Shares2.1K

Event2026-06-30

Filed2026-07-28

SUSA

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

-1.11%

Shares2.9K

Event2026-06-30

Filed2026-07-28

BUFQ

FIRST TR EXCHNG TRADED FD VI

-12.59%

Shares5.9K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

New

Shares113

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

New

Shares554

Event2026-06-30

Filed2026-07-28

IPKW

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-28

VGLT

VANGUARD SCOTTSDALE FDS

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

-7.91%

Shares1.4K

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP DEL

-12.73%

Shares1.1K

Event2026-06-30

Filed2026-07-28

VMBS

VANGUARD SCOTTSDALE FDS

New

Shares4.5K

Event2026-06-30

Filed2026-07-28

SWK

STANLEY BLACK & DECKER INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-28

SLYV

SPDR SERIES TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

New

Shares518

Event2026-06-30

Filed2026-07-28

ISCF

ISHARES TR

New

Shares4.8K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

New

Shares478

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

New

Shares600

Event2026-06-30

Filed2026-07-28

NGEN

NERVGEN PHARMA CORP

5.70%

Shares32.7K

Event2026-06-30

Filed2026-07-28

SNOA

SONOMA PHARMACEUTICALS INC

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-28

NSPR

INSPIREMD INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

AAPL Put PutAPPLE INC7.3K shares0.00%2026-06-302026-07-28

NVDA Put PutNVIDIA CORPORATION1.9K shares0.00%2026-06-302026-07-28

VO Put PutVANGUARD INDEX FDS3.6K shares300.00%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION Put PutCOSTCO WHOLESALE CORPORATION300 shares0.00%2026-06-302026-07-28

GPN Put PutGLOBAL PMTS INC3.4K shares0.00%2026-06-302026-07-28

AAPL Put

APPLE INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-28

NVDA Put

NVIDIA CORPORATION

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

VO Put

VANGUARD INDEX FDS

300.00%

Shares3.6K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION Put

COSTCO WHOLESALE CORPORATION

0.00%

Shares300

Event2026-06-30

Filed2026-07-28

GPN Put

GLOBAL PMTS INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-28