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The Analysis of Meramec Financial Planners, LLC's Holdings & P&L

Currently, Meramec Financial Planners, LLC holds 550 types of securities in its portfolio with a total value $273.7M. In the most recent quarter, they have increased their positions in IWF (+134.8K shares, valued at $15.8M), VUG (+128.1K shares, valued at $10.7M), VO (+56.7K shares, valued at $4.6M); decreased their positions in DEM (-30.4K shares, valued at $1.6M), SCHX (-8.8K shares, valued at $255.8K), SCHA (-6.9K shares, valued at $233.2K); initiated new positions in MET (+1.9K shares, valued at $184.7K), ETR (+1.6K shares, valued at $182.0K), N/A (+541 shares, valued at $133.0K).

1M P&L

+6.4M+2.61%

3M P&L

+7.3M+2.96%

HY P&L

-114.4M-31.14%

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/A199.1M

80.6%

2Consumer Electronics12.7M

5.2%

3Capital Markets3.6M

1.5%

Top Industries by Stock Count

1N/A205 stocks

41.9%

2Banks - Regional11 stocks

2.2%

3Specialty Industrial Machinery11 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR173.2K shares351.88%2026-06-302026-07-29

IWD ISHARES TR68.5K shares13.25%2026-06-302026-07-29

VTV VANGUARD INDEX FDS63.0K shares3.70%2026-06-302026-07-29

VOT VANGUARD INDEX FDS46.1K shares-1.65%2026-06-302026-07-29

VUG VANGUARD INDEX FDS152.9K shares516.34%2026-06-302026-07-29

AAPL APPLE INC37.8K shares0.88%2026-06-302026-07-29

VOE VANGUARD INDEX FDS57.1K shares-0.93%2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR325.6K shares-2.62%2026-06-302026-07-29

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VBR VANGUARD INDEX FDS36.1K shares4.25%2026-06-302026-07-29

ISHARES TR ISHARES TR11.0K shares8.56%2026-06-302026-07-29

VBK VANGUARD INDEX FDS21.0K shares-2.59%2026-06-302026-07-29

ISHARES TR ISHARES TR65.8K shares3.56%2026-06-302026-07-29

VO VANGUARD INDEX FDS75.3K shares304.46%2026-06-302026-07-29

NEAR ISHARES U S ETF TR103.4K shares4.02%2026-06-302026-07-29

VB VANGUARD INDEX FDS17.4K shares-1.12%2026-06-302026-07-29

EFG ISHARES TR42.4K shares6.84%2026-06-302026-07-29

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EFV ISHARES TR58.8K shares10.28%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR128.8K shares2.56%2026-06-302026-07-29

DEM WISDOMTREE TR75.6K shares-28.70%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR111.7K shares-5.81%2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR92.4K shares-1.48%2026-06-302026-07-29

SF STIFEL FINL CORP37.5K shares0.00%2026-06-302026-07-29

IEMG ISHARES INC39.6K shares1.71%2026-06-302026-07-29

VV VANGUARD INDEX FDS8.4K shares-1.11%2026-06-302026-07-29

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IWN ISHARES TR12.2K shares-7.81%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.7K shares-3.02%2026-06-302026-07-29

IWB ISHARES TR5.6K shares0.14%2026-06-302026-07-29

SCHF SCHWAB STRATEGIC TR77.4K shares1.79%2026-06-302026-07-29

MSFT MICROSOFT CORP4.9K shares24.42%2026-06-302026-07-29

SCHV SCHWAB STRATEGIC TR52.7K shares14.57%2026-06-302026-07-29

DSTL ETF SER SOLUTIONS27.7K shares-7.56%2026-06-302026-07-29

SCHE SCHWAB STRATEGIC TR48.1K shares-3.45%2026-06-302026-07-29

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IWO ISHARES TR4.2K shares-6.16%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON5.8K shares13.05%2026-06-302026-07-29

TJX TJX COS INC NEW8.8K shares-9.01%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP8.7K shares51.16%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares42.68%2026-06-302026-07-29

AMZN AMAZON COM INC5.3K shares28.24%2026-06-302026-07-29

SCZ ISHARES TR14.6K shares-3.35%2026-06-302026-07-29

VNQ VANGUARD INDEX FDS11.8K shares1.64%2026-06-302026-07-29

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JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.3K shares39.62%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR18.7K shares0.72%2026-06-302026-07-29

RBLX ROBLOX CORP21.3K shares0.00%2026-06-302026-07-29

ABBVIE INC ABBVIE INC3.7K shares5.07%2026-06-302026-07-29

ICF ISHARES TR13.7K shares1.77%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS13.0K shares-10.40%2026-06-302026-07-29

LLY ELI LILLY & CO771 shares450.71%2026-06-302026-07-29

ICSH ISHARES TR16.7K shares-5.25%2026-06-302026-07-29

Sponsored

IVW ISHARES TR6.3K shares-0.47%2026-06-302026-07-29

PG PROCTER & GAMBLE CO5.5K shares21.48%2026-06-302026-07-29

TBLU TORTOISE CAPITAL SERIES TRUS15.2K shares-2.22%2026-06-302026-07-29

NVDA NVIDIA CORPORATION3.9K shares1.35%2026-06-302026-07-29

IWM ISHARES TR2.6K shares4.84%2026-06-302026-07-29

BKDV BNY MELLON ETF TRUST II21.7K shares85.44%2026-06-302026-07-29

GOOG ALPHABET INC2.2K shares17.11%2026-06-302026-07-29

HD HOME DEPOT INC2.1K shares58.41%2026-06-302026-07-29

Sponsored

MRK MERCK & CO INC4.5K shares-0.55%2026-06-302026-07-29

WMT WALMART INC5.2K shares-4.01%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares6.88%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC2.9K shares-2.51%2026-06-302026-07-29

CI THE CIGNA GROUP1.9K shares4.47%2026-06-302026-07-29

EFA ISHARES TR5.3K shares-8.44%2026-06-302026-07-29

EFSC ENTERPRISE FINL SVCS CORP8.3K shares38.12%2026-06-302026-07-29

AEE AMEREN CORP4.7K shares58.78%2026-06-302026-07-29

Sponsored

IJT ISHARES TR3.0K shares-12.05%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS7.1K shares3.01%2026-06-302026-07-29

ORACLE CORP ORACLE CORP4.2K shares0.00%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION2.3K shares-2.39%2026-06-302026-07-29

IVE ISHARES TR2.1K shares0.09%2026-06-302026-07-29

EMR EMERSON ELEC CO3.2K shares44.83%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC522 shares0.19%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR2.6K shares1.01%2026-06-302026-07-29

Sponsored

IJR ISHARES TR3.1K shares-2.13%2026-06-302026-07-29

IWR ISHARES TR4.0K shares0.99%2026-06-302026-07-29

GOOGL ALPHABET INC1.3K shares-6.65%2026-06-302026-07-29

PEP PEPSICO INC3.1K shares39.82%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.39%2026-06-302026-07-29

UNP UNION PAC CORP1.4K shares-1.86%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC3.6K shares-3.92%2026-06-302026-07-29

CVX CHEVRON CORPORATION2.1K shares41.85%2026-06-302026-07-29

Sponsored

IWS ISHARES TR2.4K shares-3.76%2026-06-302026-07-29

KO COCA COLA CO4.8K shares0.00%2026-06-302026-07-29

IJK ISHARES TR3.5K shares-2.29%2026-06-302026-07-29

T AT&T INC15.6K shares51.11%2026-06-302026-07-29

DFIV DIMENSIONAL ETF TRUST6.5K shares1.48%2026-06-302026-07-29

CAT CATERPILLAR INC418 shares0.00%2026-06-302026-07-29

MS MORGAN STANLEY1.7K shares-8.93%2026-06-302026-07-29

ALL ALLSTATE CORP1.4K shares0.00%2026-06-302026-07-29

Sponsored

SDY SPDR SERIES TRUST2.3K shares2.77%2026-06-302026-07-29

BAC BANK OF AMER CORP5.7K shares-0.74%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS2.1K shares5.14%2026-06-302026-07-29

ABT ABBOTT LABORATORIES3.3K shares-0.54%2026-06-302026-07-29

IJS ISHARES TR2.5K shares-4.29%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC562 shares0.36%2026-06-302026-07-29

C CITIGROUP INC2.3K shares-6.92%2026-06-302026-07-29

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.1K shares-4.59%2026-06-302026-07-29

Sponsored

SPDW SPDR INDEX SHS FDS6.1K shares1.41%2026-06-302026-07-29

IWP ISHARES TR2.2K shares2.57%2026-06-302026-07-29

CGW INVESCO EXCH TRADED FD TR II4.6K shares2.33%2026-06-302026-07-29

MO ALTRIA GROUP INC3.9K shares-0.77%2026-06-302026-07-29

UPRO PROSHARES TR2.1K shares0.00%2026-06-302026-07-29

MLPX GLOBAL X FDS3.7K shares9.02%2026-06-302026-07-29

XLB SELECT SECTOR SPDR TR5.4K shares0.65%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW2.1K shares3.42%2026-06-302026-07-29

Sponsored

GD GENERAL DYNAMICS CORP700 shares-2.78%2026-06-302026-07-29

UPS UNITED PARCEL SVCS INC2.3K shares82.30%2026-06-302026-07-29

QCOM QUALCOMM INC1.6K shares-1.65%2026-06-302026-07-29

QQQ INVESCO QQQ TR385 shares-2.78%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F4.5K shares-10.28%2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED708 shares-2.21%2026-06-302026-07-29

TFC TRUIST FINL CORP4.8K shares12.53%2026-06-302026-07-29

NVS NOVARTIS AG1.6K shares-3.18%2026-06-302026-07-29

Sponsored

TGT TARGET CORP1.7K shares-1.58%2026-06-302026-07-29

BROADCOM INC BROADCOM INC602 shares-5.05%2026-06-302026-07-29

HDV ISHARES TR8.0K shares395.77%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC2.6K shares-16.51%2026-06-302026-07-29

S&P GLOBAL INC S&P GLOBAL INC510 shares0.00%2026-06-302026-07-29

VISA INC VISA INC615 shares-1.44%2026-06-302026-07-29

SR SPIRE INC2.6K shares99.70%2026-06-302026-07-29

CEF SPROTT ASSET MANAGEMENT LP5.2K shares-3.76%2026-06-302026-07-29

Sponsored

PFE PFIZER INC8.4K shares170.75%2026-06-302026-07-29

PIO INVESCO EXCH TRADED FD TR II4.7K shares0.54%2026-06-302026-07-29

JUST GOLDMAN SACHS ETF TR1.9K shares0.27%2026-06-302026-07-29

COP CONOCOPHILLIPS1.7K shares35.34%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC348 shares-1.42%2026-06-302026-07-29

BA BOEING CO909 shares12.36%2026-06-302026-07-29

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC482 shares-3.60%2026-06-302026-07-29

MET METLIFE INC1.9K sharesnew addition2026-06-302026-07-29

Sponsored

IJJ ISHARES TR1.2K shares0.40%2026-06-302026-07-29

ETHO AMPLIFY ETF TR2.3K shares0.00%2026-06-302026-07-29

ETR ENTERGY CORP NEW1.6K sharesnew addition2026-06-302026-07-29

GPC GENUINE PARTS CO1.4K shares15.66%2026-06-302026-07-29

SCHZ SCHWAB STRATEGIC TR7.8K shares2.73%2026-06-302026-07-29

CIPHER DIGITAL INC CIPHER DIGITAL INC8.2K shares0.00%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING IN690 shares0.00%2026-06-302026-07-29

MEDTRONIC PLC MEDTRONIC PLC2.1K shares-1.94%2026-06-302026-07-29

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DOC HEALTHPEAK PROPERTIES INC7.5K shares-0.78%2026-06-302026-07-29

APD AIR PRODUCTS AND CHEMICALS I548 shares102.21%2026-06-302026-07-29

MCD MCDONALDS CORP588 shares47.37%2026-06-302026-07-29

WEC WEC ENERGY GROUP INC1.4K shares0.29%2026-06-302026-07-29

VGSH VANGUARD SCOTTSDALE FDS2.6K shares41.57%2026-06-302026-07-29

JNK SPDR SERIES TRUST1.6K shares2.23%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC300 shares0.00%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR4.4K shares0.78%2026-06-302026-07-29

Sponsored

UL UNILEVER PLC2.3K shares-5.78%2026-06-302026-07-29

CSX CSX CORP2.7K shares0.00%2026-06-302026-07-29

KMB KIMBERLY-CLARK CORP1.2K shares98.56%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F1.7K shares4.62%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC322 shares-3.01%2026-06-302026-07-29

LOW LOWES COS INC632 shares-1.25%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC541 sharesnew addition2026-06-302026-07-29

IREN IREN LIMITED3.6K shares0.00%2026-06-302026-07-29

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AKRE PROFESIONALLY MANAGED PORTFO2.3K shares54.16%2026-06-302026-07-29

AIRJ AIRJOULE TECHNOLOGIES CORP30.0K shares0.00%2026-06-302026-07-29

TVTX TRAVERE THERAPEUTICS INC2.3K sharesnew addition2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO1.3K sharesnew addition2026-06-302026-07-29

WCN WASTE CONNECTIONS INC752 shares0.00%2026-06-302026-07-29

ED CONSOLIDATED EDISON INC1.1K shares51.47%2026-06-302026-07-29

SCHC SCHWAB STRATEGIC TR2.6K shares0.23%2026-06-302026-07-29

GIS GENERAL MILLS INC3.3K shares340.40%2026-06-302026-07-29

Sponsored

CAH CARDINAL HEALTH INC527 shares90.94%2026-06-302026-07-29

IJH ISHARES TR1.6K shares-2.58%2026-06-302026-07-29

SLB SLB LIMITED2.3K shares205.63%2026-06-302026-07-29

VICI VICI PPTYS INC4.4K shares0.00%2026-06-302026-07-29

MPC MARATHON PETE CORP368 shares0.00%2026-06-302026-07-29

OBIO ORCHESTRA BIOMED HLDGS INC30.0K shares0.00%2026-06-302026-07-29

CP CANADIAN PACIFIC KANSAS CITY1.3K shares0.00%2026-06-302026-07-29

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC541 sharesnew addition2026-06-302026-07-29

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CCI CROWN CASTLE INC1.5K shares44.66%2026-06-302026-07-29

CRBN ISHARES TR444 shares0.68%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED199 shares-1.49%2026-06-302026-07-29

OMC OMNICOM GROUP INC1.3K shares-2.50%2026-06-302026-07-29

CMCSA COMCAST CORP NEW4.8K shares-14.55%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION110 shares266.67%2026-06-302026-07-29

ITOT ISHARES TR638 shares0.00%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL431 shares0.00%2026-06-302026-07-29

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SPDR SERIES TRUST SPDR SERIES TRUST1.2K shares17.70%2026-06-302026-07-29

MUB ISHARES TR946 shares35.14%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 40140 shares0.00%2026-06-302026-07-29

KR KROGER CO1.6K sharesnew addition2026-06-302026-07-29

QSR RESTAURANT BRANDS INTL INC1.2K shares-4.16%2026-06-302026-07-29

BLOK AMPLIFY ETF TR1.5K shares0.14%2026-06-302026-07-29

DE DEERE & CO141 sharesnew addition2026-06-302026-07-29

EVTR MORGAN STANLEY ETF TRUST1.7K sharesnew addition2026-06-302026-07-29

Sponsored

VPU VANGUARD WORLD FD431 shares0.70%2026-06-302026-07-29

MAS MASCO CORP1.0K sharesnew addition2026-06-302026-07-29

IGF ISHARES TR1.3K shares313.20%2026-06-302026-07-29

SPIB SPDR SERIES TRUST2.5K shares0.00%2026-06-302026-07-29

BDX BECTON DICKINSON & CO512 shares-2.85%2026-06-302026-07-29

DVY ISHARES TR498 shares40.68%2026-06-302026-07-29

PPL CORP PPL CORP2.2K sharesnew addition2026-06-302026-07-29

DEO DIAGEO PLC932 shares0.00%2026-06-302026-07-29

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FREEPORT MCMORAN INC FREEPORT MCMORAN INC1.2K sharesnew addition2026-06-302026-07-29

ZOETIS INC ZOETIS INC970 shares0.00%2026-06-302026-07-29

BCE BCE INC3.5K shares-31.42%2026-06-302026-07-29

GBCI GLACIER BANCORP INC NEW1.5K shares0.00%2026-06-302026-07-29

TMUS T-MOBILE US INC403 shares3930.00%2026-06-302026-07-29

3M CO 3M CO400 shares0.00%2026-06-302026-07-29

WY WEYERHAEUSER CO2.8K shares55020.00%2026-06-302026-07-29

SPYG SPDR SERIES TRUST555 shares0.00%2026-06-302026-07-29

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SCHH SCHWAB STRATEGIC TR2.6K shares1.34%2026-06-302026-07-29

ISHARES TR ISHARES TR645 shares137.13%2026-06-302026-07-29

RNRG GLOBAL X FDS1.8K shares0.62%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP300 sharesnew addition2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS282 shares0.00%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.818 shares20.65%2026-06-302026-07-29

IYW ISHARES TR244 shares0.41%2026-06-302026-07-29

AMGN AMGEN INC150 shares50.00%2026-06-302026-07-29

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SBUX STARBUCKS CORP543 shares-9.20%2026-06-302026-07-29

GSST GOLDMAN SACHS ETF TR1.1K shares-39.02%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC1.2K shares1945.61%2026-06-302026-07-29

MMC MARSH & MCLENNAN COS INC300 shares6.38%2026-06-302026-07-29

DOW DOW HLDGS INC1.8K shares-39.38%2026-06-302026-07-29

BMO BANK MONTREAL MEDIUM293 sharesnew addition2026-06-302026-07-29

XJR ISHARES TR1.0K shares0.30%2026-06-302026-07-29

SLQD ISHARES TR1.0K shares0.00%2026-06-302026-07-29

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LMT LOCKHEED MARTIN CORP87 shares0.00%2026-06-302026-07-29

TSLA TESLA INC162 shares0.00%2026-06-302026-07-29

IBIT ISHARES BITCOIN TRUST ETF1.4K shares0.00%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC460 shares0.00%2026-06-302026-07-29

FDVV FIDELITY COVINGTON TRUST774 shares-26.91%2026-06-302026-07-29

SWK STANLEY BLACK & DECKER INC513 sharesnew addition2026-06-302026-07-29

OHI OMEGA HEALTHCARE INVS INC936 sharesnew addition2026-06-302026-07-29

DOMINION ENERGY INC DOMINION ENERGY INC681 shares13520.00%2026-06-302026-07-29

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AXP AMERICAN EXPRESS CO143 shares0.70%2026-06-302026-07-29

CMI CUMMINS INC72 shares0.00%2026-06-302026-07-29

SLNH SOLUNA HOLDINGS INC38.7K shares0.00%2026-06-302026-07-29

APH AMPHENOL CORP315 shares22.57%2026-06-302026-07-29

ENB ENBRIDGE INC843 sharesnew addition2026-06-302026-07-29

EPD ENTERPRISE PRODS PARTNERS L1.2K shares-58.62%2026-06-302026-07-29

IP INTERNATIONAL PAPER CO1.1K shares534.30%2026-06-302026-07-29

KHC KRAFT HEINZ CO1.7K sharesnew addition2026-06-302026-07-29

Sponsored

SNY SANOFI SA1.0K shares0.00%2026-06-302026-07-29

MCK MCKESSON CORP53 shares0.00%2026-06-302026-07-29

UHT UNIVERSAL HEALTH RLTY INCOME1.0K sharesnew addition2026-06-302026-07-29

GE GE AEROSPACE123 shares10.81%2026-06-302026-07-29

PRU PRUDENTIAL FINL INC364 sharesnew addition2026-06-302026-07-29

FBCG FIDELITY COVINGTON TRUST753 shares-25.67%2026-06-302026-07-29

CARR CARRIER GLOBAL CORPORATION635 shares0.00%2026-06-302026-07-29

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VYMI VANGUARD WHITEHALL FDS416 shares26.83%2026-06-302026-07-29

FE FIRSTENERGY CORP859 sharesnew addition2026-06-302026-07-29

DHR DANAHER CORP DEL215 shares4.37%2026-06-302026-07-29

SLV ISHARES SILVER TR794 shares0.00%2026-06-302026-07-29

EFX EQUIFAX INC235 shares4.91%2026-06-302026-07-29

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TRST TRUSTCO BK CORP N Y712 shares0.00%2026-06-302026-07-29

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TSM TAIWAN SEMICONDUCTOR MANUFAC100 shares0.00%2026-06-302026-07-29

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ARE ALEXANDRIA REAL ESTATE EQ IN749 sharesnew addition2026-06-302026-07-29

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SPHY SPDR SERIES TRUST1.6K shares0.00%2026-06-302026-07-29

DB DEUTSCHE BK AG1.0K shares0.00%2026-06-302026-07-29

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FNDX SCHWAB STRATEGIC TR1.1K shares0.00%2026-06-302026-07-29

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SPYV SPDR SERIES TRUST477 shares0.42%2026-06-302026-07-29

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CHD CHURCH & DWIGHT CO INC290 shares0.00%2026-06-302026-07-29

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VXF VANGUARD INDEX FDS110 shares4.76%2026-06-302026-07-29

ITW ILLINOIS TOOL WKS INC87 shares0.00%2026-06-302026-07-29

ETHA ISHARES ETHEREUM TR1.7K shares0.00%2026-06-302026-07-29

AVUV AMERICAN CENTY ETF TR195 shares0.00%2026-06-302026-07-29

RWR SPDR SERIES TRUST205 shares2.50%2026-06-302026-07-29

XUDV FRANKLIN TEMPLETON ETF TR734 sharesnew addition2026-06-302026-07-29

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BIV VANGUARD BD INDEX FDS314 shares0.00%2026-06-302026-07-29

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.0K shares0.00%2026-06-302026-07-29

BLZE BACKBLAZE INC1.9K shares0.00%2026-06-302026-07-29

AMERIPRISE FINL INC AMERIPRISE FINL INC42 shares2.44%2026-06-302026-07-29

VLO VALERO ENERGY CORP72 shares0.00%2026-06-302026-07-29

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POST POST HLDGS INC238 shares0.00%2026-06-302026-07-29

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LIN LINDE PLC41 shares-4.65%2026-06-302026-07-29

VKTX VIKING THERAPEUTICS INC585 shares0.00%2026-06-302026-07-29

MTB M & T BK CORP81 shares0.00%2026-06-302026-07-29

OPEN OPENDOOR TECHNOLOGIES INC5.2K shares0.00%2026-06-302026-07-29

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CORTEVA INC CORTEVA INC220 shares0.00%2026-06-302026-07-29

FHLC FIDELITY COVINGTON TRUST241 shares-38.99%2026-06-302026-07-29

Sponsored

XYL XYLEM INC153 shares0.00%2026-06-302026-07-29

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SPMD SPDR SERIES TRUST262 shares9.17%2026-06-302026-07-29

PLD PROLOGIS INC.117 shares0.00%2026-06-302026-07-29

NLR VANECK ETF TRUST153 shares0.00%2026-06-302026-07-29

WST WEST PHARMACEUTICAL SVSC INC50 shares-44.44%2026-06-302026-07-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND104 shares0.00%2026-06-302026-07-29

SMTH ALPS ETF TR624 sharesnew addition2026-06-302026-07-29

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SPTM SPDR SERIES TRUST175 shares0.00%2026-06-302026-07-29

OTIS OTIS WORLDWIDE CORP214 shares-37.97%2026-06-302026-07-29

BWXT BWX TECHNOLOGIES INC88 shares0.00%2026-06-302026-07-29

ICE INTERCONTINENTAL EXCHANGE IN102 shares20.00%2026-06-302026-07-29

BKR BAKER HUGHES COMPANY250 shares0.00%2026-06-302026-07-29

FENY FIDELITY COVINGTON TRUST463 shares0.00%2026-06-302026-07-29

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BR BROADRIDGE FINL SOLUTIONS IN94 shares0.00%2026-06-302026-07-29

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XIDV FRANKLIN TEMPLETON ETF TR377 sharesnew addition2026-06-302026-07-29

NUAI NEW ERA ENERGY & DIGITAL INC3.0K shares0.00%2026-06-302026-07-29

SCHY SCHWAB STRATEGIC TR422 shares1.20%2026-06-302026-07-29

VOO VANGUARD INDEX FDS20 shares122.22%2026-06-302026-07-29

SOLS SOLSTICE ADVANCED MATLS INC223 shares-5.91%2026-06-302026-07-29

IDEXX LABS INC IDEXX LABS INC24 shares0.00%2026-06-302026-07-29

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MOBILITY GLOBAL INC MOBILITY GLOBAL INC640 sharesnew addition2026-06-302026-07-29

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VGT VANGUARD WORLD FD104 shares700.00%2026-06-302026-07-29

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INTU INTUIT38 shares35.71%2026-06-302026-07-29

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GGG GRACO INC131 shares-78.35%2026-06-302026-07-29

Sponsored

IEX IDEX CORP46 shares0.00%2026-06-302026-07-29

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IDV ISHARES TR230 sharesnew addition2026-06-302026-07-29

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR217 shares8.50%2026-06-302026-07-29

DG DOLLAR GEN CORP80 shares0.00%2026-06-302026-07-29

EAT BRINKER INTL INC50 shares0.00%2026-06-302026-07-29

Sponsored

EBAY EBAY INC.85 shares0.00%2026-06-302026-07-29

INTC INTEL CORP100 shares0.00%2026-06-302026-07-29

RVTY REVVITY INC83 shares0.00%2026-06-302026-07-29

FSSL FS SPECIALTY LENDING FD758 shares0.00%2026-06-302026-07-29

SJM SMUCKER J M CO69 shares0.00%2026-06-302026-07-29

PFFD GLOBAL X FDS452 sharesnew addition2026-06-302026-07-29

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NEM NEWMONT CORP88 shares14.29%2026-06-302026-07-29

Sponsored

COIN COINBASE GLOBAL INC49 shares0.00%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC19 shares0.00%2026-06-302026-07-29

MTD METTLER TOLEDO INTERNATIONAL6 shares50.00%2026-06-302026-07-29

VLTO VERALTO CORP85 shares0.00%2026-06-302026-07-29

EPC EDGEWELL PERSONAL CARE CO283 shares0.00%2026-06-302026-07-29

BSX BOSTON SCIENTIFIC CORP157 shares-31.44%2026-06-302026-07-29

GEV GE VERNOVA INC7 shares-12.50%2026-06-302026-07-29

IT GARTNER INC47 shares0.00%2026-06-302026-07-29

Sponsored

DES WISDOMTREE TR168 sharesnew addition2026-06-302026-07-29

YUM YUM BRANDS INC45 shares0.00%2026-06-302026-07-29

Q QNITY ELECTRONICS INC50 shares0.00%2026-06-302026-07-29

DKNG DRAFTKINGS INC NEW275 shares0.00%2026-06-302026-07-29

USHY ISHARES TR180 sharesnew addition2026-06-302026-07-29

WBD WARNER BROS DISCOVERY INC258 sharesnew addition2026-06-302026-07-29

CPRT COPART INC217 shares0.00%2026-06-302026-07-29

CCL CARNIVAL CORP LTD238 sharesnew addition2026-06-302026-07-29

Sponsored

EWC ISHARES INC108 shares8.00%2026-06-302026-07-29

HYS PIMCO ETF TR69 sharesnew addition2026-06-302026-07-29

USB US BANCORP100 shares-36.71%2026-06-302026-07-29

FMDE FIDELITY COVINGTON TRUST154 sharesnew addition2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC6 shares0.00%2026-06-302026-07-29

EMGF ISHARES INC92 shares0.00%2026-06-302026-07-29

AON AON PLC17 shares0.00%2026-06-302026-07-29

CVS CVS HEALTH CORP58 shares0.00%2026-06-302026-07-29

Sponsored

SPTL SPDR SERIES TRUST239 sharesnew addition2026-06-302026-07-29

ORLY OREILLY AUTOMOTIVE INC67 shares0.00%2026-06-302026-07-29

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TIDAL TRUST II TIDAL TRUST II637 shares0.00%2026-06-302026-07-29

EUHY ISHARES INC108 sharesnew addition2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC16 shares45.45%2026-06-302026-07-29

BIL SPDR SERIES TRUST60 sharesnew addition2026-06-302026-07-29

SMH VANECK ETF TRUST10 sharesnew addition2026-06-302026-07-29

Sponsored

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GILD GILEAD SCIENCES INC41 shares2.50%2026-06-302026-07-29

ADI ANALOG DEVICES INC14 shares0.00%2026-06-302026-07-29

XEMD BONDBLOXX ETF TRUST114 sharesnew addition2026-06-302026-07-29

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DGRO ISHARES TR61 shares144.00%2026-06-302026-07-29

IYR ISHARES TR44 shares0.00%2026-06-302026-07-29

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC33 sharesnew addition2026-06-302026-07-29

Sponsored

SPEM SPDR INDEX SHS FDS86 sharesnew addition2026-06-302026-07-29

GSK PLC GSK PLC80 shares0.00%2026-06-302026-07-29

PH PARKER-HANNIFIN CORP4 shares0.00%2026-06-302026-07-29

BRBR BELLRING BRANDS INC301 shares0.00%2026-06-302026-07-29

TYL TYLER TECHNOLOGIES INC12 shares-72.09%2026-06-302026-07-29

UAL UNITED AIRLS HLDGS INC30 shares20.00%2026-06-302026-07-29

IEUR ISHARES TR48 sharesnew addition2026-06-302026-07-29

BALL BALL CORP55 shares0.00%2026-06-302026-07-29

Sponsored

TEL TE CONNECTIVITY PLC17 shares0.00%2026-06-302026-07-29

DAL DELTA AIR LINES INC40 shares300.00%2026-06-302026-07-29

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC200 shares0.00%2026-06-302026-07-29

IAGG ISHARES TR66 sharesnew addition2026-06-302026-07-29

BROS DUTCH BROS INC50 shares-67.53%2026-06-302026-07-29

NWN NORTHWEST NAT HLDG CO63 shares0.00%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR57 sharesnew addition2026-06-302026-07-29

HYD VANECK ETF TRUST62 shares-46.55%2026-06-302026-07-29

Sponsored

BALI BLACKROCK ETF TRUST92 sharesnew addition2026-06-302026-07-29

SMR NUSCALE PWR CORP359 shares0.00%2026-06-302026-07-29

GEHC GE HEALTHCARE TECHNOLOGIES I50 shares-3.85%2026-06-302026-07-29

NKE NIKE INC69 shares0.00%2026-06-302026-07-29

BHP BHP BILLITON LIMITED32 shares0.00%2026-06-302026-07-29

IGLB ISHARES TR51 sharesnew addition2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC36 shares0.00%2026-06-302026-07-29

ICVT ISHARES TR21 sharesnew addition2026-06-302026-07-29

Sponsored

SECU BLACKROCK ETF TRUST II47 sharesnew addition2026-06-302026-07-29

BINC BLACKROCK ETF TRUST II44 sharesnew addition2026-06-302026-07-29

TEVA TEVA PHARMACEUTICAL INDS LTD71 shares0.00%2026-06-302026-07-29

F FORD MTR CO150 shares-49.15%2026-06-302026-07-29

XLV SELECT SECTOR SPDR TR13 sharesnew addition2026-06-302026-07-29

SCHP SCHWAB STRATEGIC TR80 shares1042.86%2026-06-302026-07-29

SYM SYMBOTIC INC50 shares0.00%2026-06-302026-07-29

HWM HOWMET AEROSPACE INC7 shares0.00%2026-06-302026-07-29

Sponsored

AEP AMERICAN ELEC PWR CO INC15 shares0.00%2026-06-302026-07-29

FNDF SCHWAB STRATEGIC TR37 sharesnew addition2026-06-302026-07-29

YUMC YUM CHINA HLDGS INC44 shares2.33%2026-06-302026-07-29

STRV EA SERIES TRUST41 shares0.00%2026-06-302026-07-29

CLOA BLACKROCK ETF TRUST II37 sharesnew addition2026-06-302026-07-29

IGEB ISHARES TR43 sharesnew addition2026-06-302026-07-29

IVVW ISHARES TR42 sharesnew addition2026-06-302026-07-29

SPSM SPDR SERIES TRUST32 sharesnew addition2026-06-302026-07-29

Sponsored

CHDN CHURCHILL DOWNS INC20 shares0.00%2026-06-302026-07-29

EOG EOG RES INC12 shares0.00%2026-06-302026-07-29

CERY SPDR SERIES TRUST47 sharesnew addition2026-06-302026-07-29

VOC VOC ENERGY TR476 shares2.81%2026-06-302026-07-29

CPNG COUPANG INC100 shares0.00%2026-06-302026-07-29

UTHR UNITED THERAPEUTICS CORP DEL3 sharesnew addition2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS20 shares300.00%2026-06-302026-07-29

HIG HARTFORD INSURANCE GROUP INC11 sharesnew addition2026-06-302026-07-29

Sponsored

XLC SELECT SECTOR SPDR TR14 sharesnew addition2026-06-302026-07-29

AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC100 shares0.00%2026-06-302026-07-29

LRCX LAM RESEARCH CORP5 shares0.00%2026-06-302026-07-29

AEM AGNICO EAGLE MINES LTD10 shares0.00%2026-06-302026-07-29

EXEL EXELIXIS INC26 sharesnew addition2026-06-302026-07-29

FOXA FOX CORP25 sharesnew addition2026-06-302026-07-29

AFL AFLAC INC11 sharesnew addition2026-06-302026-07-29

DRLL EA SERIES TRUST35 shares2.94%2026-06-302026-07-29

Sponsored

CME CME GROUP INC5 shares0.00%2026-06-302026-07-29

BWA BORGWARNER INC20 shares0.00%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR44 shares1000.00%2026-06-302026-07-29

TPR TAPESTRY INC8 shares0.00%2026-06-302026-07-29

FHN FIRST HORIZON CORPORATION46 shares0.00%2026-06-302026-07-29

LQD ISHARES TR11 sharesnew addition2026-06-302026-07-29

EMLC VANECK ETF TRUST46 sharesnew addition2026-06-302026-07-29

SPTI SPDR SERIES TRUST40 sharesnew addition2026-06-302026-07-29

Sponsored

IEF ISHARES TR12 sharesnew addition2026-06-302026-07-29

BNDX VANGUARD CHARLOTTE FDS23 shares-72.29%2026-06-302026-07-29

CEG CONSTELLATION ENERGY CORP4 shares0.00%2026-06-302026-07-29

ADVISORSHARES TR ADVISORSHARES TR250 shares0.00%2026-06-302026-07-29

SYF SYNCHRONY FINANCIAL14 sharesnew addition2026-06-302026-07-29

XAIX DBX ETF TR20 shares0.00%2026-06-302026-07-29

NCLH NORWEGIAN CRUISE LINE HLDGS50 shares0.00%2026-06-302026-07-29

GWX SPDR INDEX SHS FDS23 sharesnew addition2026-06-302026-07-29

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WDC WESTERN DIGITAL CORP2 sharesnew addition2026-06-302026-07-29

HLN HALEON PLC100 shares0.00%2026-06-302026-07-29

ARCH CAP GROUP LTD ARCH CAP GROUP LTD9 sharesnew addition2026-06-302026-07-29

SPTS SPDR SERIES TRUST32 sharesnew addition2026-06-302026-07-29

JPST J P MORGAN EXCHANGE TRADED F18 shares125.00%2026-06-302026-07-29

AECOM AECOM12 shares0.00%2026-06-302026-07-29

EW EDWARDS LIFESCIENCES CORP10 shares0.00%2026-06-302026-07-29

FSLR FIRST SOLAR INC4 sharesnew addition2026-06-302026-07-29

Sponsored

IBBQ INVESCO EXCH TRADED FD TR II25 shares0.00%2026-06-302026-07-29

SNA SNAP ON INC2 sharesnew addition2026-06-302026-07-29

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V3 shares0.00%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC6 shares0.00%2026-06-302026-07-29

IYT ISHARES TR9 sharesnew addition2026-06-302026-07-29

PHM PULTE GROUP INC6 sharesnew addition2026-06-302026-07-29

MTG MGIC INVT CORP WIS26 sharesnew addition2026-06-302026-07-29

EG EVEREST GROUP LTD2 sharesnew addition2026-06-302026-07-29

Sponsored

XLY SELECT SECTOR SPDR TR7 sharesnew addition2026-06-302026-07-29

BILT BLACKROCK ETF TRUST27 sharesnew addition2026-06-302026-07-29

NMAX NEWSMAX INC100 shares0.00%2026-06-302026-07-29

TXT TEXTRON INC8 shares0.00%2026-06-302026-07-29

IGM ISHARES TR5 sharesnew addition2026-06-302026-07-29

ELV ELEVANCE HEALTH INC FORMERLY2 shares0.00%2026-06-302026-07-29

USIG ISHARES TR15 sharesnew addition2026-06-302026-07-29

IBB ISHARES TR4 sharesnew addition2026-06-302026-07-29

Sponsored

PLAB PHOTRONICS INC25 shares0.00%2026-06-302026-07-29

DHI D R HORTON INC5 sharesnew addition2026-06-302026-07-29

INGR INGREDION INC7 sharesnew addition2026-06-302026-07-29

SCHR SCHWAB STRATEGIC TR29 shares866.67%2026-06-302026-07-29

IWF

ISHARES TR

351.88%

Shares173.2K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

13.25%

Shares68.5K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

3.70%

Shares63.0K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

-1.65%

Shares46.1K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

516.34%

Shares152.9K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

0.88%

Shares37.8K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

-0.93%

Shares57.1K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

-2.62%

Shares325.6K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

4.25%

Shares36.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

8.56%

Shares11.0K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

-2.59%

Shares21.0K

Event2026-06-30

Filed2026-07-29

ISHARES TR

3.56%

Shares65.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

304.46%

Shares75.3K

Event2026-06-30

Filed2026-07-29

NEAR

ISHARES U S ETF TR

4.02%

Shares103.4K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-1.12%

Shares17.4K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES TR

6.84%

Shares42.4K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

10.28%

Shares58.8K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

2.56%

Shares128.8K

Event2026-06-30

Filed2026-07-29

DEM

WISDOMTREE TR

-28.70%

Shares75.6K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

-5.81%

Shares111.7K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

-1.48%

Shares92.4K

Event2026-06-30

Filed2026-07-29

STIFEL FINL CORP

0.00%

Shares37.5K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

1.71%

Shares39.6K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-1.11%

Shares8.4K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

-7.81%

Shares12.2K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-3.02%

Shares3.7K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

0.14%

Shares5.6K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

1.79%

Shares77.4K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

24.42%

Shares4.9K

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

14.57%

Shares52.7K

Event2026-06-30

Filed2026-07-29

DSTL

ETF SER SOLUTIONS

-7.56%

Shares27.7K

Event2026-06-30

Filed2026-07-29

SCHE

SCHWAB STRATEGIC TR

-3.45%

Shares48.1K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

-6.16%

Shares4.2K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

13.05%

Shares5.8K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

-9.01%

Shares8.8K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

51.16%

Shares8.7K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

42.68%

Shares2.5K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

28.24%

Shares5.3K

Event2026-06-30

Filed2026-07-29

SCZ

ISHARES TR

-3.35%

Shares14.6K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

1.64%

Shares11.8K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

39.62%

Shares3.3K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

0.72%

Shares18.7K

Event2026-06-30

Filed2026-07-29

RBLX

ROBLOX CORP

0.00%

Shares21.3K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

5.07%

Shares3.7K

Event2026-06-30

Filed2026-07-29

ICF

ISHARES TR

1.77%

Shares13.7K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

-10.40%

Shares13.0K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

450.71%

Shares771

Event2026-06-30

Filed2026-07-29

ICSH

ISHARES TR

-5.25%

Shares16.7K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-0.47%

Shares6.3K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

21.48%

Shares5.5K

Event2026-06-30

Filed2026-07-29

TBLU

TORTOISE CAPITAL SERIES TRUS

-2.22%

Shares15.2K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

1.35%

Shares3.9K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

4.84%

Shares2.6K

Event2026-06-30

Filed2026-07-29

BKDV

BNY MELLON ETF TRUST II

85.44%

Shares21.7K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

17.11%

Shares2.2K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

58.41%

Shares2.1K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-0.55%

Shares4.5K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

-4.01%

Shares5.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

6.88%

Shares1.6K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

-2.51%

Shares2.9K

Event2026-06-30

Filed2026-07-29

THE CIGNA GROUP

4.47%

Shares1.9K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

-8.44%

Shares5.3K

Event2026-06-30

Filed2026-07-29

EFSC

ENTERPRISE FINL SVCS CORP

38.12%

Shares8.3K

Event2026-06-30

Filed2026-07-29

AEE

AMEREN CORP

58.78%

Shares4.7K

Event2026-06-30

Filed2026-07-29

IJT

ISHARES TR

-12.05%

Shares3.0K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

3.01%

Shares7.1K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

-2.39%

Shares2.3K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

0.09%

Shares2.1K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

44.83%

Shares3.2K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

0.19%

Shares522

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

1.01%

Shares2.6K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-2.13%

Shares3.1K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

0.99%

Shares4.0K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-6.65%

Shares1.3K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

39.82%

Shares3.1K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

0.39%

Shares1.8K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

-1.86%

Shares1.4K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-3.92%

Shares3.6K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

41.85%

Shares2.1K

Event2026-06-30

Filed2026-07-29

IWS

ISHARES TR

-3.76%

Shares2.4K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-29

IJK

ISHARES TR

-2.29%

Shares3.5K

Event2026-06-30

Filed2026-07-29

AT&T INC

51.11%

Shares15.6K

Event2026-06-30

Filed2026-07-29

DFIV

DIMENSIONAL ETF TRUST

1.48%

Shares6.5K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

0.00%

Shares418

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

-8.93%

Shares1.7K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

2.77%

Shares2.3K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

-0.74%

Shares5.7K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

5.14%

Shares2.1K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-0.54%

Shares3.3K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

-4.29%

Shares2.5K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

0.36%

Shares562

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

-6.92%

Shares2.3K

Event2026-06-30

Filed2026-07-29

JOHNSON CONTROLS INTERNATION

-4.59%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SPDW

SPDR INDEX SHS FDS

1.41%

Shares6.1K

Event2026-06-30

Filed2026-07-29

IWP

ISHARES TR

2.57%

Shares2.2K

Event2026-06-30

Filed2026-07-29

CGW

INVESCO EXCH TRADED FD TR II

2.33%

Shares4.6K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

-0.77%

Shares3.9K

Event2026-06-30

Filed2026-07-29

UPRO

PROSHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

MLPX

GLOBAL X FDS

9.02%

Shares3.7K

Event2026-06-30

Filed2026-07-29

XLB

SELECT SECTOR SPDR TR

0.65%

Shares5.4K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

3.42%

Shares2.1K

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

-2.78%

Shares700

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

82.30%

Shares2.3K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

-1.65%

Shares1.6K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-2.78%

Shares385

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

-10.28%

Shares4.5K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

-2.21%

Shares708

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP

12.53%

Shares4.8K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

-3.18%

Shares1.6K

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

-1.58%

Shares1.7K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-5.05%

Shares602

Event2026-06-30

Filed2026-07-29

HDV

ISHARES TR

395.77%

Shares8.0K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

-16.51%

Shares2.6K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

0.00%

Shares510

Event2026-06-30

Filed2026-07-29

VISA INC

-1.44%

Shares615

Event2026-06-30

Filed2026-07-29

SPIRE INC

99.70%

Shares2.6K

Event2026-06-30

Filed2026-07-29

CEF

SPROTT ASSET MANAGEMENT LP

-3.76%

Shares5.2K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

170.75%

Shares8.4K

Event2026-06-30

Filed2026-07-29

PIO

INVESCO EXCH TRADED FD TR II

0.54%

Shares4.7K

Event2026-06-30

Filed2026-07-29

JUST

GOLDMAN SACHS ETF TR

0.27%

Shares1.9K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

35.34%

Shares1.7K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

-1.42%

Shares348

Event2026-06-30

Filed2026-07-29

BOEING CO

12.36%

Shares909

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

-3.60%

Shares482

Event2026-06-30

Filed2026-07-29

MET

METLIFE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

0.40%

Shares1.2K

Event2026-06-30

Filed2026-07-29

ETHO

AMPLIFY ETF TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

ETR

ENTERGY CORP NEW

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

GPC

GENUINE PARTS CO

15.66%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SCHZ

SCHWAB STRATEGIC TR

2.73%

Shares7.8K

Event2026-06-30

Filed2026-07-29

CIPHER DIGITAL INC

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares690

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC

-1.94%

Shares2.1K

Event2026-06-30

Filed2026-07-29

DOC

HEALTHPEAK PROPERTIES INC

-0.78%

Shares7.5K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

102.21%

Shares548

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

47.37%

Shares588

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC

0.29%

Shares1.4K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

41.57%

Shares2.6K

Event2026-06-30

Filed2026-07-29

JNK

SPDR SERIES TRUST

2.23%

Shares1.6K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

0.78%

Shares4.4K

Event2026-06-30

Filed2026-07-29

UNILEVER PLC

-5.78%

Shares2.3K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY-CLARK CORP

98.56%

Shares1.2K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

4.62%

Shares1.7K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

-3.01%

Shares322

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-1.25%

Shares632

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares541

Event2026-06-30

Filed2026-07-29

IREN

IREN LIMITED

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

AKRE

PROFESIONALLY MANAGED PORTFO

54.16%

Shares2.3K

Event2026-06-30

Filed2026-07-29

AIRJ

AIRJOULE TECHNOLOGIES CORP

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-29

TVTX

TRAVERE THERAPEUTICS INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

WCN

WASTE CONNECTIONS INC

0.00%

Shares752

Event2026-06-30

Filed2026-07-29

CONSOLIDATED EDISON INC

51.47%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SCHC

SCHWAB STRATEGIC TR

0.23%

Shares2.6K

Event2026-06-30

Filed2026-07-29

GIS

GENERAL MILLS INC

340.40%

Shares3.3K

Event2026-06-30

Filed2026-07-29

CAH

CARDINAL HEALTH INC

90.94%

Shares527

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-2.58%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SLB

SLB LIMITED

205.63%

Shares2.3K

Event2026-06-30

Filed2026-07-29

VICI

VICI PPTYS INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

0.00%

Shares368

Event2026-06-30

Filed2026-07-29

OBIO

ORCHESTRA BIOMED HLDGS INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-29

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares541

Event2026-06-30

Filed2026-07-29

CCI

CROWN CASTLE INC

44.66%

Shares1.5K

Event2026-06-30

Filed2026-07-29

CRBN

ISHARES TR

0.68%

Shares444

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-1.49%

Shares199

Event2026-06-30

Filed2026-07-29

OMC

OMNICOM GROUP INC

-2.50%

Shares1.3K

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW

-14.55%

Shares4.8K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

266.67%

Shares110

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

0.00%

Shares638

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

0.00%

Shares431

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

17.70%

Shares1.2K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

35.14%

Shares946

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares140

Event2026-06-30

Filed2026-07-29

KROGER CO

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

QSR

RESTAURANT BRANDS INTL INC

-4.16%

Shares1.2K

Event2026-06-30

Filed2026-07-29

BLOK

AMPLIFY ETF TR

0.14%

Shares1.5K

Event2026-06-30

Filed2026-07-29

DEERE & CO

New

Shares141

Event2026-06-30

Filed2026-07-29

EVTR

MORGAN STANLEY ETF TRUST

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

VPU

VANGUARD WORLD FD

0.70%

Shares431

Event2026-06-30

Filed2026-07-29

MAS

MASCO CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

IGF

ISHARES TR

313.20%

Shares1.3K

Event2026-06-30

Filed2026-07-29

SPIB

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

BDX

BECTON DICKINSON & CO

-2.85%

Shares512

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

40.68%

Shares498

Event2026-06-30

Filed2026-07-29

PPL CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

DEO

DIAGEO PLC

0.00%

Shares932

Event2026-06-30

Filed2026-07-29

FREEPORT MCMORAN INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

ZOETIS INC

0.00%

Shares970

Event2026-06-30

Filed2026-07-29

BCE

BCE INC

-31.42%

Shares3.5K

Event2026-06-30

Filed2026-07-29

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

TMUS

T-MOBILE US INC

3930.00%

Shares403

Event2026-06-30

Filed2026-07-29

3M CO

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

WEYERHAEUSER CO

55020.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

SPYG

SPDR SERIES TRUST

0.00%

Shares555

Event2026-06-30

Filed2026-07-29

SCHH

SCHWAB STRATEGIC TR

1.34%

Shares2.6K

Event2026-06-30

Filed2026-07-29

ISHARES TR

137.13%

Shares645

Event2026-06-30

Filed2026-07-29

RNRG

GLOBAL X FDS

0.62%

Shares1.8K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

New

Shares300

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares282

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

20.65%

Shares818

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

0.41%

Shares244

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

50.00%

Shares150

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

-9.20%

Shares543

Event2026-06-30

Filed2026-07-29

GSST

GOLDMAN SACHS ETF TR

-39.02%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

1945.61%

Shares1.2K

Event2026-06-30

Filed2026-07-29

MMC

MARSH & MCLENNAN COS INC

6.38%

Shares300

Event2026-06-30

Filed2026-07-29

DOW

DOW HLDGS INC

-39.38%

Shares1.8K

Event2026-06-30

Filed2026-07-29

BMO

BANK MONTREAL MEDIUM

New

Shares293

Event2026-06-30

Filed2026-07-29

XJR

ISHARES TR

0.30%

Shares1.0K

Event2026-06-30

Filed2026-07-29

SLQD

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

0.00%

Shares87

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

0.00%

Shares162

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

0.00%

Shares460

Event2026-06-30

Filed2026-07-29

FDVV

FIDELITY COVINGTON TRUST

-26.91%

Shares774

Event2026-06-30

Filed2026-07-29

SWK

STANLEY BLACK & DECKER INC

New

Shares513

Event2026-06-30

Filed2026-07-29

OHI

OMEGA HEALTHCARE INVS INC

New

Shares936

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC

13520.00%

Shares681

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

0.70%

Shares143

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

0.00%

Shares72

Event2026-06-30

Filed2026-07-29

SLNH

SOLUNA HOLDINGS INC

0.00%

Shares38.7K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

22.57%

Shares315

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC

New

Shares843

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

-58.62%

Shares1.2K

Event2026-06-30

Filed2026-07-29

INTERNATIONAL PAPER CO

534.30%

Shares1.1K

Event2026-06-30

Filed2026-07-29

KHC

KRAFT HEINZ CO

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

SNY

SANOFI SA

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

0.00%

Shares53

Event2026-06-30

Filed2026-07-29

UHT

UNIVERSAL HEALTH RLTY INCOME

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

10.81%

Shares123

Event2026-06-30

Filed2026-07-29

PRU

PRUDENTIAL FINL INC

New

Shares364

Event2026-06-30

Filed2026-07-29

FBCG

FIDELITY COVINGTON TRUST

-25.67%

Shares753

Event2026-06-30

Filed2026-07-29

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares635

Event2026-06-30

Filed2026-07-29

REALTY INCOME CORP

New

Shares665

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

New

Shares611

Event2026-06-30

Filed2026-07-29

LIVE NATION ENTERTAINMENT IN

0.00%

Shares239

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares171

Event2026-06-30

Filed2026-07-29

VYMI

VANGUARD WHITEHALL FDS

26.83%

Shares416

Event2026-06-30

Filed2026-07-29

FIRSTENERGY CORP

New

Shares859

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

4.37%

Shares215

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

0.00%

Shares794

Event2026-06-30

Filed2026-07-29

EFX

EQUIFAX INC

4.91%

Shares235

Event2026-06-30

Filed2026-07-29

TRST

TRUSTCO BK CORP N Y

0.00%

Shares712

Event2026-06-30

Filed2026-07-29

USRT

ISHARES TR

New

Shares579

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

2.88%

Shares107

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

KEEL INFRASTRUCTURE CORP

New

Shares9.8K

Event2026-06-30

Filed2026-07-29

CBSH

COMMERCE BANCSHARES INC

-15.80%

Shares661

Event2026-06-30

Filed2026-07-29

COR

CENCORA INC

0.00%

Shares124

Event2026-06-30

Filed2026-07-29

ARE

ALEXANDRIA REAL ESTATE EQ IN

New

Shares749

Event2026-06-30

Filed2026-07-29

AMT

AMERICAN TOWER CORP

0.00%

Shares229

Event2026-06-30

Filed2026-07-29

EHC

ENCOMPASS HEALTH CORP

0.31%

Shares323

Event2026-06-30

Filed2026-07-29

BDC

BELDEN INC

0.00%

Shares347

Event2026-06-30

Filed2026-07-29

SPHY

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

DEUTSCHE BK AG

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

20.20%

Shares363

Event2026-06-30

Filed2026-07-29

LAMB WESTON HLDGS INC

0.00%

Shares654

Event2026-06-30

Filed2026-07-29

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

XAR

SPDR SERIES TRUST

-37.88%

Shares123

Event2026-06-30

Filed2026-07-29

IUSV

ISHARES TR

New

Shares292

Event2026-06-30

Filed2026-07-29

DIGI PWR X INC

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-29

HCA

HCA HEALTHCARE INC

0.00%

Shares84

Event2026-06-30

Filed2026-07-29

SEIX

VIRTUS ETF TR II

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

QXO

QXO INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES TR

New

Shares176

Event2026-06-30

Filed2026-07-29

STE

STERIS PLC

0.00%

Shares145

Event2026-06-30

Filed2026-07-29

BUD

ANHEUSER BUSCH INBEV SA NV

0.00%

Shares389

Event2026-06-30

Filed2026-07-29

VRSK

VERISK ANALYTICS INC

-12.14%

Shares152

Event2026-06-30

Filed2026-07-29

EPS

WISDOMTREE TR

0.26%

Shares391

Event2026-06-30

Filed2026-07-29

BILS

SPDR SERIES TRUST

0.00%

Shares300

Event2026-06-30

Filed2026-07-29

SPYV

SPDR SERIES TRUST

0.42%

Shares477

Event2026-06-30

Filed2026-07-29

DSI

ISHARES TR

0.00%

Shares211

Event2026-06-30

Filed2026-07-29

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares290

Event2026-06-30

Filed2026-07-29

NISOURCE INC

0.00%

Shares624

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO

0.00%

Shares600

Event2026-06-30

Filed2026-07-29

VRSN

VERISIGN INC

-3.74%

Shares103

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

0.55%

Shares183

Event2026-06-30

Filed2026-07-29

XJH

ISHARES TR

0.00%

Shares548

Event2026-06-30

Filed2026-07-29

BP PLC

573.96%

Shares647

Event2026-06-30

Filed2026-07-29

AGILENT TECHNOLOGIES INC

33.78%

Shares198

Event2026-06-30

Filed2026-07-29

ROP

ROPER TECHNOLOGIES INC

0.00%

Shares72

Event2026-06-30

Filed2026-07-29

ESE

ESCO TECHNOLOGIES INC

0.00%

Shares82

Event2026-06-30

Filed2026-07-29

AIRR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares219

Event2026-06-30

Filed2026-07-29

VXF

VANGUARD INDEX FDS

4.76%

Shares110

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares87

Event2026-06-30

Filed2026-07-29

ETHA

ISHARES ETHEREUM TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares195

Event2026-06-30

Filed2026-07-29

RWR

SPDR SERIES TRUST

2.50%

Shares205

Event2026-06-30

Filed2026-07-29

XUDV

FRANKLIN TEMPLETON ETF TR

New

Shares734

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

-40.59%

Shares60

Event2026-06-30

Filed2026-07-29

BIV

VANGUARD BD INDEX FDS

0.00%

Shares314

Event2026-06-30

Filed2026-07-29

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

BLZE

BACKBLAZE INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

AMERIPRISE FINL INC

2.44%

Shares42

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP

0.00%

Shares72

Event2026-06-30

Filed2026-07-29

IHE

ISHARES TR

0.47%

Shares212

Event2026-06-30

Filed2026-07-29

POST

POST HLDGS INC

0.00%

Shares238

Event2026-06-30

Filed2026-07-29

JACOBS SOLUTIONS INC

-27.23%

Shares155

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

-4.65%

Shares41

Event2026-06-30

Filed2026-07-29

VKTX

VIKING THERAPEUTICS INC

0.00%

Shares585

Event2026-06-30

Filed2026-07-29

MTB

M & T BK CORP

0.00%

Shares81

Event2026-06-30

Filed2026-07-29

OPEN

OPENDOOR TECHNOLOGIES INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

0.00%

Shares256

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

0.00%

Shares72

Event2026-06-30

Filed2026-07-29

CORTEVA INC

0.00%

Shares220

Event2026-06-30

Filed2026-07-29

FHLC

FIDELITY COVINGTON TRUST

-38.99%

Shares241

Event2026-06-30

Filed2026-07-29

XYL

XYLEM INC

0.00%

Shares153

Event2026-06-30

Filed2026-07-29

IYY

ISHARES TR

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

SPMD

SPDR SERIES TRUST

9.17%

Shares262

Event2026-06-30

Filed2026-07-29

PLD

PROLOGIS INC.

0.00%

Shares117

Event2026-06-30

Filed2026-07-29

NLR

VANECK ETF TRUST

0.00%

Shares153

Event2026-06-30

Filed2026-07-29

WST

WEST PHARMACEUTICAL SVSC INC

-44.44%

Shares50

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

0.00%

Shares104

Event2026-06-30

Filed2026-07-29

SMTH

ALPS ETF TR

New

Shares624

Event2026-06-30

Filed2026-07-29

SPTM

SPDR SERIES TRUST

0.00%

Shares175

Event2026-06-30

Filed2026-07-29

OTIS

OTIS WORLDWIDE CORP

-37.97%

Shares214

Event2026-06-30

Filed2026-07-29

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares88

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCHANGE IN

20.00%

Shares102

Event2026-06-30

Filed2026-07-29

BKR

BAKER HUGHES COMPANY

0.00%

Shares250

Event2026-06-30

Filed2026-07-29

FENY

FIDELITY COVINGTON TRUST

0.00%

Shares463

Event2026-06-30

Filed2026-07-29

KVUE

KENVUE INC

0.00%

Shares738

Event2026-06-30

Filed2026-07-29

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares94

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

0.45%

Shares225

Event2026-06-30

Filed2026-07-29

XIDV

FRANKLIN TEMPLETON ETF TR

New

Shares377

Event2026-06-30

Filed2026-07-29

NUAI

NEW ERA ENERGY & DIGITAL INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

SCHY

SCHWAB STRATEGIC TR

1.20%

Shares422

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

122.22%

Shares20

Event2026-06-30

Filed2026-07-29

SOLS

SOLSTICE ADVANCED MATLS INC

-5.91%

Shares223

Event2026-06-30

Filed2026-07-29

IDEXX LABS INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-29

MOBILITY GLOBAL INC

New

Shares640

Event2026-06-30

Filed2026-07-29

INCY

INCYTE CORP

0.00%

Shares105

Event2026-06-30

Filed2026-07-29

DBND

DOUBLELINE ETF TRUST

New

Shares264

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

700.00%

Shares104

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares103

Event2026-06-30

Filed2026-07-29

INTU

INTUIT

35.71%

Shares38

Event2026-06-30

Filed2026-07-29

CNMD

CONMED CORP

0.00%

Shares243

Event2026-06-30

Filed2026-07-29

GGG

GRACO INC

-78.35%

Shares131

Event2026-06-30

Filed2026-07-29

IEX

IDEX CORP

0.00%

Shares46

Event2026-06-30

Filed2026-07-29

MSCI

MSCI INC

0.00%

Shares18

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

New

Shares47

Event2026-06-30

Filed2026-07-29

CRCL

CIRCLE INTERNET GROUP INC

0.00%

Shares153

Event2026-06-30

Filed2026-07-29

IDV

ISHARES TR

New

Shares230

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

8.50%

Shares217

Event2026-06-30

Filed2026-07-29

DOLLAR GEN CORP

0.00%

Shares80

Event2026-06-30

Filed2026-07-29

EAT

BRINKER INTL INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-29

EBAY

EBAY INC.

0.00%

Shares85

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

RVTY

REVVITY INC

0.00%

Shares83

Event2026-06-30

Filed2026-07-29

FSSL

FS SPECIALTY LENDING FD

0.00%

Shares758

Event2026-06-30

Filed2026-07-29

SJM

SMUCKER J M CO

0.00%

Shares69

Event2026-06-30

Filed2026-07-29

PFFD

GLOBAL X FDS

New

Shares452

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP

0.00%

Shares17

Event2026-06-30

Filed2026-07-29

NEM

NEWMONT CORP

14.29%

Shares88

Event2026-06-30

Filed2026-07-29

COIN

COINBASE GLOBAL INC

0.00%

Shares49

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

0.00%

Shares19

Event2026-06-30

Filed2026-07-29

MTD

METTLER TOLEDO INTERNATIONAL

50.00%

Shares6

Event2026-06-30

Filed2026-07-29

VLTO

VERALTO CORP

0.00%

Shares85

Event2026-06-30

Filed2026-07-29

EPC

EDGEWELL PERSONAL CARE CO

0.00%

Shares283

Event2026-06-30

Filed2026-07-29

BSX

BOSTON SCIENTIFIC CORP

-31.44%

Shares157

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-12.50%

Shares7

Event2026-06-30

Filed2026-07-29

GARTNER INC

0.00%

Shares47

Event2026-06-30

Filed2026-07-29

DES

WISDOMTREE TR

New

Shares168

Event2026-06-30

Filed2026-07-29

YUM

YUM BRANDS INC

0.00%

Shares45

Event2026-06-30

Filed2026-07-29

QNITY ELECTRONICS INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-29

DKNG

DRAFTKINGS INC NEW

0.00%

Shares275

Event2026-06-30

Filed2026-07-29

USHY

ISHARES TR

New

Shares180

Event2026-06-30

Filed2026-07-29

WBD

WARNER BROS DISCOVERY INC

New

Shares258

Event2026-06-30

Filed2026-07-29

CPRT

COPART INC

0.00%

Shares217

Event2026-06-30

Filed2026-07-29

CCL

CARNIVAL CORP LTD

New

Shares238

Event2026-06-30

Filed2026-07-29

EWC

ISHARES INC

8.00%

Shares108

Event2026-06-30

Filed2026-07-29

HYS

PIMCO ETF TR

New

Shares69

Event2026-06-30

Filed2026-07-29

USB

US BANCORP

-36.71%

Shares100

Event2026-06-30

Filed2026-07-29

FMDE

FIDELITY COVINGTON TRUST

New

Shares154

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-29

EMGF

ISHARES INC

0.00%

Shares92

Event2026-06-30

Filed2026-07-29

AON

AON PLC

0.00%

Shares17

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP

0.00%

Shares58

Event2026-06-30

Filed2026-07-29

SPTL

SPDR SERIES TRUST

New

Shares239

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares67

Event2026-06-30

Filed2026-07-29

ENR

ENERGIZER HLDGS INC

0.00%

Shares283

Event2026-06-30

Filed2026-07-29

TIDAL TRUST II

0.00%

Shares637

Event2026-06-30

Filed2026-07-29

EUHY

ISHARES INC

New

Shares108

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

45.45%

Shares16

Event2026-06-30

Filed2026-07-29

BIL

SPDR SERIES TRUST

New

Shares60

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

New

Shares10

Event2026-06-30

Filed2026-07-29

VANGUARD SCOTTSDALE FDS

New

Shares46

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

2.50%

Shares41

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-29

XEMD

BONDBLOXX ETF TRUST

New

Shares114

Event2026-06-30

Filed2026-07-29

ADOBE INC

0.00%

Shares21

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

144.00%

Shares61

Event2026-06-30

Filed2026-07-29

IYR

ISHARES TR

0.00%

Shares44

Event2026-06-30

Filed2026-07-29

DUPONT DE NEMOURS INC

New

Shares33

Event2026-06-30

Filed2026-07-29

SPEM

SPDR INDEX SHS FDS

New

Shares86

Event2026-06-30

Filed2026-07-29

GSK PLC

0.00%

Shares80

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

0.00%

Shares4

Event2026-06-30

Filed2026-07-29

BRBR

BELLRING BRANDS INC

0.00%

Shares301

Event2026-06-30

Filed2026-07-29

TYL

TYLER TECHNOLOGIES INC

-72.09%

Shares12

Event2026-06-30

Filed2026-07-29

UAL

UNITED AIRLS HLDGS INC

20.00%

Shares30

Event2026-06-30

Filed2026-07-29

IEUR

ISHARES TR

New

Shares48

Event2026-06-30

Filed2026-07-29

BALL

BALL CORP

0.00%

Shares55

Event2026-06-30

Filed2026-07-29

TEL

TE CONNECTIVITY PLC

0.00%

Shares17

Event2026-06-30

Filed2026-07-29

DAL

DELTA AIR LINES INC

300.00%

Shares40

Event2026-06-30

Filed2026-07-29

RIVIAN AUTOMOTIVE INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-29

IAGG

ISHARES TR

New

Shares66

Event2026-06-30

Filed2026-07-29

BROS

DUTCH BROS INC

-67.53%

Shares50

Event2026-06-30

Filed2026-07-29

NWN

NORTHWEST NAT HLDG CO

0.00%

Shares63

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

New

Shares57

Event2026-06-30

Filed2026-07-29

HYD

VANECK ETF TRUST

-46.55%

Shares62

Event2026-06-30

Filed2026-07-29

BALI

BLACKROCK ETF TRUST

New

Shares92

Event2026-06-30

Filed2026-07-29

SMR

NUSCALE PWR CORP

0.00%

Shares359

Event2026-06-30

Filed2026-07-29

GEHC

GE HEALTHCARE TECHNOLOGIES I

-3.85%

Shares50

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

0.00%

Shares69

Event2026-06-30

Filed2026-07-29

BHP

BHP BILLITON LIMITED

0.00%

Shares32

Event2026-06-30

Filed2026-07-29

IGLB

ISHARES TR

New

Shares51

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

0.00%

Shares36

Event2026-06-30

Filed2026-07-29

ICVT

ISHARES TR

New

Shares21

Event2026-06-30

Filed2026-07-29

SECU

BLACKROCK ETF TRUST II

New

Shares47

Event2026-06-30

Filed2026-07-29

BINC

BLACKROCK ETF TRUST II

New

Shares44

Event2026-06-30

Filed2026-07-29

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares71

Event2026-06-30

Filed2026-07-29

FORD MTR CO

-49.15%

Shares150

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

New

Shares13

Event2026-06-30

Filed2026-07-29

SCHP

SCHWAB STRATEGIC TR

1042.86%

Shares80

Event2026-06-30

Filed2026-07-29

SYM

SYMBOTIC INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC

0.00%

Shares7

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-29

FNDF

SCHWAB STRATEGIC TR

New

Shares37

Event2026-06-30

Filed2026-07-29

YUMC

YUM CHINA HLDGS INC

2.33%

Shares44

Event2026-06-30

Filed2026-07-29

STRV

EA SERIES TRUST

0.00%

Shares41

Event2026-06-30

Filed2026-07-29

CLOA

BLACKROCK ETF TRUST II

New

Shares37

Event2026-06-30

Filed2026-07-29

IGEB

ISHARES TR

New

Shares43

Event2026-06-30

Filed2026-07-29

IVVW

ISHARES TR

New

Shares42

Event2026-06-30

Filed2026-07-29

SPSM

SPDR SERIES TRUST

New

Shares32

Event2026-06-30

Filed2026-07-29

CHDN

CHURCHILL DOWNS INC

0.00%

Shares20

Event2026-06-30

Filed2026-07-29

EOG

EOG RES INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-29

CERY

SPDR SERIES TRUST

New

Shares47

Event2026-06-30

Filed2026-07-29

VOC

VOC ENERGY TR

2.81%

Shares476

Event2026-06-30

Filed2026-07-29

CPNG

COUPANG INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

UTHR

UNITED THERAPEUTICS CORP DEL

New

Shares3

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

300.00%

Shares20

Event2026-06-30

Filed2026-07-29

HIG

HARTFORD INSURANCE GROUP INC

New

Shares11

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

New

Shares14

Event2026-06-30

Filed2026-07-29

AMERICAN AIRLINES GROUP INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

0.00%

Shares5

Event2026-06-30

Filed2026-07-29

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares10

Event2026-06-30

Filed2026-07-29

EXEL

EXELIXIS INC

New

Shares26

Event2026-06-30

Filed2026-07-29

FOXA

FOX CORP

New

Shares25

Event2026-06-30

Filed2026-07-29

AFL

AFLAC INC

New

Shares11

Event2026-06-30

Filed2026-07-29

DRLL

EA SERIES TRUST

2.94%

Shares35

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-29

BWA

BORGWARNER INC

0.00%

Shares20

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

1000.00%

Shares44

Event2026-06-30

Filed2026-07-29

TPR

TAPESTRY INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-29

FHN

FIRST HORIZON CORPORATION

0.00%

Shares46

Event2026-06-30

Filed2026-07-29

LQD

ISHARES TR

New

Shares11

Event2026-06-30

Filed2026-07-29

EMLC

VANECK ETF TRUST

New

Shares46

Event2026-06-30

Filed2026-07-29

SPTI

SPDR SERIES TRUST

New

Shares40

Event2026-06-30

Filed2026-07-29

IEF

ISHARES TR

New

Shares12

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD CHARLOTTE FDS

-72.29%

Shares23

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares4

Event2026-06-30

Filed2026-07-29

ADVISORSHARES TR

0.00%

Shares250

Event2026-06-30

Filed2026-07-29

SYF

SYNCHRONY FINANCIAL

New

Shares14

Event2026-06-30

Filed2026-07-29

XAIX

DBX ETF TR

0.00%

Shares20

Event2026-06-30

Filed2026-07-29

NCLH

NORWEGIAN CRUISE LINE HLDGS

0.00%

Shares50

Event2026-06-30

Filed2026-07-29

GWX

SPDR INDEX SHS FDS

New

Shares23

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

New

Shares2

Event2026-06-30

Filed2026-07-29

HLN

HALEON PLC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

ARCH CAP GROUP LTD

New

Shares9

Event2026-06-30

Filed2026-07-29

SPTS

SPDR SERIES TRUST

New

Shares32

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

125.00%

Shares18

Event2026-06-30

Filed2026-07-29

AECOM

0.00%

Shares12

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-29

FSLR

FIRST SOLAR INC

New

Shares4

Event2026-06-30

Filed2026-07-29

IBBQ

INVESCO EXCH TRADED FD TR II

0.00%

Shares25

Event2026-06-30

Filed2026-07-29

SNA

SNAP ON INC

New

Shares2

Event2026-06-30

Filed2026-07-29

NXP SEMICONDUCTORS N V

0.00%

Shares3

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-29

IYT

ISHARES TR

New

Shares9

Event2026-06-30

Filed2026-07-29

PHM

PULTE GROUP INC

New

Shares6

Event2026-06-30

Filed2026-07-29

MTG

MGIC INVT CORP WIS

New

Shares26

Event2026-06-30

Filed2026-07-29

EVEREST GROUP LTD

New

Shares2

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

New

Shares7

Event2026-06-30

Filed2026-07-29

BILT

BLACKROCK ETF TRUST

New

Shares27

Event2026-06-30

Filed2026-07-29

NMAX

NEWSMAX INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

TXT

TEXTRON INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-29

IGM

ISHARES TR

New

Shares5

Event2026-06-30

Filed2026-07-29

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares2

Event2026-06-30

Filed2026-07-29

USIG

ISHARES TR

New

Shares15

Event2026-06-30

Filed2026-07-29

IBB

ISHARES TR

New

Shares4

Event2026-06-30

Filed2026-07-29

PLAB

PHOTRONICS INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-29

DHI

D R HORTON INC

New

Shares5

Event2026-06-30

Filed2026-07-29

INGR

INGREDION INC

New

Shares7

Event2026-06-30

Filed2026-07-29

SCHR

SCHWAB STRATEGIC TR

866.67%

Shares29

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available