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

Currently, Meridian Wealth Management, LLC holds 809 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in VUG (+334.0K shares, valued at $29.4M), XMMO (+53.0K shares, valued at $9.0M), BKGI (+168.4K shares, valued at $7.6M); decreased their positions in NVDA (-58.2K shares, valued at $11.6M), SHOP (-85.1K shares, valued at $9.7M), GLD (-24.9K shares, valued at $9.2M); initiated new positions in XMMO (+53.0K shares, valued at $9.0M), BKGI (+168.4K shares, valued at $7.6M), NBIS (+25.6K shares, valued at $7.1M).

1M P&L

+89.3M+3.70%

3M P&L

-38.8M-1.53%

HY P&L

+26.6M+1.07%

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

Top Holding Treemap

Top Industries by Value

1N/A1.3B

47.6%

2Semiconductors316.7M

12.0%

3Consumer Electronics123.4M

4.7%

Top Industries by Stock Count

1N/A393 stocks

53.7%

2Semiconductors17 stocks

2.3%

3Banks - Regional13 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION728.8K shares-7.39%2026-06-302026-08-05

QQQ INVESCO QQQ TR170.0K shares1.77%2026-06-302026-08-05

AAPL APPLE INC424.4K shares0.44%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP645.6K shares-5.68%2026-06-302026-08-05

AMZN AMAZON COM INC352.5K shares-3.87%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T102.3K shares1.53%2026-06-302026-08-05

GOOGL ALPHABET INC194.2K shares-3.15%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO195.6K shares1.31%2026-06-302026-08-05

Sponsored

MSFT MICROSOFT CORP166.5K shares-1.66%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC46.5K shares-3.12%2026-06-302026-08-05

BROADCOM INC BROADCOM INC136.5K shares2.76%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC77.5K shares-2.84%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC87.0K shares6.61%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL74.5K shares-2.24%2026-06-302026-08-05

CAT CATERPILLAR INC33.1K shares1.11%2026-06-302026-08-05

VUG VANGUARD INDEX FDS399.3K shares511.56%2026-06-302026-08-05

Sponsored

SPMO INVESCO EXCH TRADED FD TR II213.7K shares-13.47%2026-06-302026-08-05

GOOG ALPHABET INC96.8K shares0.30%2026-06-302026-08-05

ISHARES TR ISHARES TR45.1K shares-0.85%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC57.5K shares-12.47%2026-06-302026-08-05

VTV VANGUARD INDEX FDS140.7K shares6.14%2026-06-302026-08-05

TSLA TESLA INC71.7K shares0.68%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR889.4K shares1.50%2026-06-302026-08-05

AER AERCAP HOLDINGS NV183.6K shares32.76%2026-06-302026-08-05

Sponsored

SMTH ALPS ETF TR923.6K shares7.99%2026-06-302026-08-05

GLD SPDR GOLD TR60.5K shares-29.17%2026-06-302026-08-05

VOO VANGUARD INDEX FDS32.3K shares-1.34%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS291.9K shares5.13%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS56.1K shares1.87%2026-06-302026-08-05

ABBVIE INC ABBVIE INC77.4K shares1.25%2026-06-302026-08-05

VBR VANGUARD INDEX FDS77.9K shares2.61%2026-06-302026-08-05

LLY ELI LILLY & CO15.0K shares8.63%2026-06-302026-08-05

Sponsored

WMT WALMART INC157.8K shares-9.33%2026-06-302026-08-05

SOXX ISHARES TR26.7K shares-7.08%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION18.2K shares0.63%2026-06-302026-08-05

ISHARES TR ISHARES TR172.9K shares16.65%2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR592.6K shares0.79%2026-06-302026-08-05

IJH ISHARES TR206.8K shares-2.81%2026-06-302026-08-05

SPYV SPDR SERIES TRUST255.7K shares0.15%2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST174.8K shares-2.97%2026-06-302026-08-05

Sponsored

IBM INTERNATIONAL BUSINESS MACHS54.5K shares1.41%2026-06-302026-08-05

DGRO ISHARES TR195.9K shares1.45%2026-06-302026-08-05

BUFR FIRST TR EXCHNG TRADED FD VI403.0K shares2.62%2026-06-302026-08-05

SCHB SCHWAB STRATEGIC TR471.5K shares0.14%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON53.6K shares-4.90%2026-06-302026-08-05

HD HOME DEPOT INC38.2K shares9.08%2026-06-302026-08-05

XSMO INVESCO EXCHANGE TRADED FD T142.6K shares-3.22%2026-06-302026-08-05

IDMO INVESCO EXCH TRADED FD TR II220.4K shares35.64%2026-06-302026-08-05

Sponsored

PANW PALO ALTO NETWORKS INC37.3K shares-3.41%2026-06-302026-08-05

CVX CHEVRON CORPORATION75.2K shares-3.24%2026-06-302026-08-05

ASML ASML HLDG NV6.2K shares0.27%2026-06-302026-08-05

SYBT STOCK YDS BANCORP INC160.1K shares6.70%2026-06-302026-08-05

AUSF GLOBAL X FDS246.8K shares-1.46%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC40.0K shares18.56%2026-06-302026-08-05

IWR ISHARES TR107.2K shares1.48%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC96.3K shares-26.27%2026-06-302026-08-05

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD136.9K shares4.20%2026-06-302026-08-05

SLV ISHARES SILVER TR200.8K shares-2.18%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION54.2K shares-0.94%2026-06-302026-08-05

MRK MERCK & CO INC79.6K shares11.09%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC13.3K shares-3.08%2026-06-302026-08-05

VISA INC VISA INC28.6K shares-4.42%2026-06-302026-08-05

GE GE AEROSPACE26.2K shares7.28%2026-06-302026-08-05

VANECK ETF TRUST VANECK ETF TRUST129.2K shares-2.13%2026-06-302026-08-05

Sponsored

XFIV BONDBLOXX ETF TRUST199.1K shares1.64%2026-06-302026-08-05

ISRG INTUITIVE SURGICAL INC24.1K shares-28.80%2026-06-302026-08-05

IGM ISHARES TR58.4K shares-8.97%2026-06-302026-08-05

SPYG SPDR SERIES TRUST80.2K shares-2.94%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR59.9K shares9.88%2026-06-302026-08-05

KLAC KLA CORP31.0K shares227.73%2026-06-302026-08-05

BE BLOOM ENERGY CORP30.7K shares6.23%2026-06-302026-08-05

XMMO INVESCO EXCHANGE TRADED FD T53.0K sharesnew addition2026-06-302026-08-05

Sponsored

SCHM SCHWAB STRATEGIC TR244.5K shares1.47%2026-06-302026-08-05

GEV GE VERNOVA INC7.4K shares4.84%2026-06-302026-08-05

LRCX LAM RESEARCH CORP20.1K shares22.78%2026-06-302026-08-05

INTC INTEL CORP62.2K shares325.82%2026-06-302026-08-05

SCHA SCHWAB STRATEGIC TR234.5K shares0.51%2026-06-302026-08-05

BIL SPDR SERIES TRUST92.2K shares-9.89%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC11.6K shares7.70%2026-06-302026-08-05

PG PROCTER & GAMBLE CO56.9K shares-0.82%2026-06-302026-08-05

Sponsored

UNP UNION PAC CORP29.9K shares-3.54%2026-06-302026-08-05

SMH VANECK ETF TRUST12.4K shares-1.93%2026-06-302026-08-05

IJR ISHARES TR54.8K shares-6.11%2026-06-302026-08-05

ANET ARISTA NETWORKS INC46.9K shares-4.43%2026-06-302026-08-05

VCIT VANGUARD SCOTTSDALE FDS96.2K shares-0.09%2026-06-302026-08-05

DE DEERE & CO12.5K shares-3.87%2026-06-302026-08-05

JMBS JANUS DETROIT STR TR172.2K shares11.98%2026-06-302026-08-05

IWM ISHARES TR25.7K shares0.00%2026-06-302026-08-05

Sponsored

BKGI BNY MELLON ETF TRUST168.4K sharesnew addition2026-06-302026-08-05

PWB INVESCO EXCHANGE TRADED FD T44.9K shares-1.59%2026-06-302026-08-05

PEP PEPSICO INC55.5K shares-0.78%2026-06-302026-08-05

SCHJ SCHWAB STRATEGIC TR301.2K shares2.57%2026-06-302026-08-05

OEF ISHARES TR20.1K shares54.21%2026-06-302026-08-05

FTEC FIDELITY COVINGTON TRUST25.3K shares38.76%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS101.9K shares-3.11%2026-06-302026-08-05

NBIS NEBIUS GROUP N.V.25.6K sharesnew addition2026-06-302026-08-05

Sponsored

VIG VANGUARD SPECIALIZED FUNDS29.8K shares-5.00%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR36.3K shares31.44%2026-06-302026-08-05

IQLT ISHARES TR137.8K shares-3.62%2026-06-302026-08-05

DIA STATE STR SPDR DOW JONES IND12.8K shares1.89%2026-06-302026-08-05

ORACLE CORP ORACLE CORP45.5K shares-17.63%2026-06-302026-08-05

CDX SIMPLIFY EXCHANGE TRADED FUN314.6K shares2.02%2026-06-302026-08-05

RDDT REDDIT INC38.1K shares-1.66%2026-06-302026-08-05

WCMI FIRST TR EXCHANGE-TRADED FD337.0K shares-0.58%2026-06-302026-08-05

Sponsored

VB VANGUARD INDEX FDS21.5K shares-1.14%2026-06-302026-08-05

SOXQ INVESCO EXCH TRADED FD TR II55.7K shares3.33%2026-06-302026-08-05

QQQM INVESCO EXCH TRADED FD TR II20.4K shares-1.94%2026-06-302026-08-05

VRP INVESCO EXCH TRADED FD TR II254.2K shares-0.87%2026-06-302026-08-05

SCHV SCHWAB STRATEGIC TR177.3K shares2.35%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.86.3K shares8.58%2026-06-302026-08-05

VCSH VANGUARD SCOTTSDALE FDS77.8K shares-2.60%2026-06-302026-08-05

KMI KINDER MORGAN INC DEL187.3K shares-10.01%2026-06-302026-08-05

Sponsored

EFA ISHARES TR57.6K shares-3.89%2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS35.7K shares1.59%2026-06-302026-08-05

MAIN MAIN STR CAP CORP108.8K shares7.52%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC13.5K shares-5.52%2026-06-302026-08-05

IGSB ISHARES TR103.7K shares-0.94%2026-06-302026-08-05

AXSM AXSOME THERAPEUTICS INC.22.0K shares0.02%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO56.0K shares3.67%2026-06-302026-08-05

IYW ISHARES TR21.1K shares9.02%2026-06-302026-08-05

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED10.3K shares-38.66%2026-06-302026-08-05

DHI D R HORTON INC32.4K shares-4.02%2026-06-302026-08-05

LVHI LEGG MASON ETF INVT129.5K shares3.51%2026-06-302026-08-05

AMGN AMGEN INC14.3K shares-1.27%2026-06-302026-08-05

HEQT SIMPLIFY EXCHANGE TRADED FUN154.8K shares0.12%2026-06-302026-08-05

VPL VANGUARD INTL EQUITY INDEX F44.8K shares-1.84%2026-06-302026-08-05

GILD GILEAD SCIENCES INC40.9K shares-1.98%2026-06-302026-08-05

KYN KAYNE ANDERSON ENERGY INFRST373.4K shares-8.78%2026-06-302026-08-05

Sponsored

SAMT ADVISORS INNER CIRCLE FD III108.0K shares75.39%2026-06-302026-08-05

SDVY FIRST TR EXCHANGE TRADED FD118.3K shares-1.36%2026-06-302026-08-05

LAMR LAMAR ADVERTISING CO32.7K shares1.17%2026-06-302026-08-05

PAVE GLOBAL X FDS85.3K shares14.03%2026-06-302026-08-05

MS MORGAN STANLEY24.0K shares1.85%2026-06-302026-08-05

EMR EMERSON ELEC CO34.4K shares-4.94%2026-06-302026-08-05

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST65.6K sharesnew addition2026-06-302026-08-05

ARES CAPITAL CORP ARES CAPITAL CORP253.7K shares12.27%2026-06-302026-08-05

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP27.5K sharesnew addition2026-06-302026-08-05

FV FIRST TR EXCHANGE TRADED FD61.0K shares0.00%2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR156.3K shares3.78%2026-06-302026-08-05

FE FIRSTENERGY CORP95.4K shares-8.48%2026-06-302026-08-05

EEM ISHARES TR66.1K shares-4.27%2026-06-302026-08-05

XME SPDR SERIES TRUST42.1K shares3.00%2026-06-302026-08-05

ING ING GROEP N.V.141.1K shares-1.78%2026-06-302026-08-05

SHOP SHOPIFY INC38.8K shares-68.69%2026-06-302026-08-05

Sponsored

FRDM EA SERIES TRUST60.7K shares122.59%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST98.9K shares-1.50%2026-06-302026-08-05

TFLO ISHARES TR86.3K shares-49.45%2026-06-302026-08-05

VTEB VANGUARD MUN BD FDS86.1K shares-0.70%2026-06-302026-08-05

IEF ISHARES TR45.8K shares-3.67%2026-06-302026-08-05

DELL DELL TECHNOLOGIES INC10.0K shares430.86%2026-06-302026-08-05

DON WISDOMTREE TR76.4K shares-8.13%2026-06-302026-08-05

SCHD SCHWAB STRATEGIC TR136.1K shares2.91%2026-06-302026-08-05

Sponsored

XLE SELECT SECTOR SPDR TR81.3K shares-1.13%2026-06-302026-08-05

KO COCA COLA CO52.8K shares16.14%2026-06-302026-08-05

CRM SALESFORCE INC27.3K shares-1.58%2026-06-302026-08-05

ACIO ETF SER SOLUTIONS92.5K shares-0.37%2026-06-302026-08-05

DGT SPDR SERIES TRUST23.0K shares2.92%2026-06-302026-08-05

C CITIGROUP INC30.0K shares0.89%2026-06-302026-08-05

ORLY OREILLY AUTOMOTIVE INC45.5K shares4.50%2026-06-302026-08-05

DOMINION ENERGY INC DOMINION ENERGY INC60.8K shares197.95%2026-06-302026-08-05

Sponsored

IREN IREN LIMITED90.4K shares-3.60%2026-06-302026-08-05

NEE-PS NEXTERA ENERGY INC77.6K shares-4.70%2026-06-302026-08-05

VNQ VANGUARD INDEX FDS42.7K shares231.61%2026-06-302026-08-05

VRT VERTIV HOLDINGS CO12.1K shares3.37%2026-06-302026-08-05

FEZ SPDR INDEX SHS FDS58.8K shares1.64%2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP7.8K shares-3.85%2026-06-302026-08-05

CGGR CAPITAL GROUP GROWTH ETF83.2K shares1.41%2026-06-302026-08-05

IWF ISHARES TR31.0K shares273.14%2026-06-302026-08-05

Sponsored

XSVN BONDBLOXX ETF TRUST80.8K shares10.65%2026-06-302026-08-05

XTRE BONDBLOXX ETF TRUST76.0K shares3.03%2026-06-302026-08-05

FNDX SCHWAB STRATEGIC TR119.6K shares0.01%2026-06-302026-08-05

SHV ISHARES TR33.6K shares-62.92%2026-06-302026-08-05

DLR DIGITAL RLTY TR INC20.4K shares-2.04%2026-06-302026-08-05

MUB ISHARES TR33.7K shares104.62%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC31.0K shares13.32%2026-06-302026-08-05

CLOUDFLARE INC CLOUDFLARE INC14.7K shares-15.09%2026-06-302026-08-05

Sponsored

HYG ISHARES TR45.0K shares3.70%2026-06-302026-08-05

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION31.4K shares-2.94%2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F41.3K shares-5.01%2026-06-302026-08-05

VO VANGUARD INDEX FDS43.0K shares253.73%2026-06-302026-08-05

BSV VANGUARD BD INDEX FDS44.4K shares-1.04%2026-06-302026-08-05

APH AMPHENOL CORP19.4K shares-16.56%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW26.5K shares4.39%2026-06-302026-08-05

GRNY TIDAL TRUST I120.1K shares-5.92%2026-06-302026-08-05

Sponsored

TLT ISHARES TR38.3K shares-3.54%2026-06-302026-08-05

MDY STATE STR SPDR S&P MIDCAP 404.7K shares-3.94%2026-06-302026-08-05

XLY SELECT SECTOR SPDR TR27.9K shares9.28%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F54.6K shares10.14%2026-06-302026-08-05

IWP ISHARES TR21.9K shares2.94%2026-06-302026-08-05

ALPS ETF TR ALPS ETF TR46.5K shares-1.34%2026-06-302026-08-05

QLD PROSHARES TR32.1K shares13.73%2026-06-302026-08-05

CGDV CAPITAL GROUP DIVIDEND VALUE62.3K shares0.22%2026-06-302026-08-05

Sponsored

BMY BRISTOL-MYERS SQUIBB CO52.9K shares-4.07%2026-06-302026-08-05

VGT VANGUARD WORLD FD25.4K shares717.75%2026-06-302026-08-05

PFF ISHARES TR99.5K shares47.82%2026-06-302026-08-05

SSO PROSHARES TR43.8K shares26.69%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC2.9K shares8.34%2026-06-302026-08-05

LOW LOWES COS INC13.2K shares11.99%2026-06-302026-08-05

RSP INVESCO EXCHANGE TRADED FD T13.6K shares-25.49%2026-06-302026-08-05

TJX TJX COS INC NEW19.0K shares19.29%2026-06-302026-08-05

Sponsored

BAC BANK OF AMER CORP49.9K shares4.95%2026-06-302026-08-05

SGOV ISHARES TR28.0K shares1.07%2026-06-302026-08-05

EDV VANGUARD WORLD FD43.2K shares0.70%2026-06-302026-08-05

QUAL ISHARES TR12.6K shares0.49%2026-06-302026-08-05

QXO QXO INC159.9K shares7.22%2026-06-302026-08-05

DRI DARDEN RESTAURANTS INC13.3K shares2.03%2026-06-302026-08-05

BA BOEING CO12.7K shares6.77%2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR60.2K shares9.21%2026-06-302026-08-05

Sponsored

IOO ISHARES TR19.9K shares-0.15%2026-06-302026-08-05

CGUS CAPITAL GROUP CORE EQUITY ET60.8K shares-0.13%2026-06-302026-08-05

CFG CITIZENS FINL GROUP INC38.6K shares4.17%2026-06-302026-08-05

PEG PUBLIC SVC ENTERPRISE GROUP33.0K shares-7.32%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR49.2K shares-6.28%2026-06-302026-08-05

BHP BHP BILLITON LIMITED31.0K sharesnew addition2026-06-302026-08-05

AKRE PROFESIONALLY MANAGED PORTFO58.3K shares0.00%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC14.1K shares-1.61%2026-06-302026-08-05

Sponsored

UPS UNITED PARCEL SVCS INC23.8K shares0.85%2026-06-302026-08-05

PPA INVESCO EXCHANGE TRADED FD T14.5K shares0.49%2026-06-302026-08-05

IEMG ISHARES INC30.8K shares48.19%2026-06-302026-08-05

DRSK ETF SER SOLUTIONS87.8K shares40.48%2026-06-302026-08-05

PFE PFIZER INC103.8K shares13.36%2026-06-302026-08-05

DFAI DIMENSIONAL ETF TRUST60.4K shares12.74%2026-06-302026-08-05

SCIO FIRST TR EXCHANGE-TRADED FD119.7K shares31.40%2026-06-302026-08-05

CGGO CAPITAL GROUP GBL GROWTH EQT58.3K shares-0.36%2026-06-302026-08-05

Sponsored

VOE VANGUARD INDEX FDS12.5K shares-10.66%2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC57.4K shares2.63%2026-06-302026-08-05

CDNS CADENCE DESIGN SYSTEM INC6.4K shares-1.54%2026-06-302026-08-05

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APPLOVIN CORP APPLOVIN CORP4.5K shares28.60%2026-06-302026-08-05

IWS ISHARES TR14.0K shares-1.33%2026-06-302026-08-05

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FIG FIGMA INC126.8K sharesnew addition2026-06-302026-08-05

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PH PARKER-HANNIFIN CORP2.3K shares-13.63%2026-06-302026-08-05

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IBDV ISHARES TR103.0K shares8.32%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP4.4K shares-4.02%2026-06-302026-08-05

IWY ISHARES TR7.7K shares9.93%2026-06-302026-08-05

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VYMI VANGUARD WHITEHALL FDS22.5K shares-15.27%2026-06-302026-08-05

VOT VANGUARD INDEX FDS7.1K shares-10.52%2026-06-302026-08-05

GOVT ISHARES TR95.0K shares-9.74%2026-06-302026-08-05

CGCB CAPITAL GRP FIXED INCM ETF T81.8K shares-17.20%2026-06-302026-08-05

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IJK ISHARES TR18.0K shares-0.42%2026-06-302026-08-05

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IWO ISHARES TR5.3K shares5.68%2026-06-302026-08-05

SUB ISHARES TR19.7K shares-0.70%2026-06-302026-08-05

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BK BANK OF NY MELLON CORP14.0K shares-1.80%2026-06-302026-08-05

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BINC BLACKROCK ETF TRUST II38.4K shares12.80%2026-06-302026-08-05

IXN ISHARES TR13.9K shares0.13%2026-06-302026-08-05

HGRO ETF OPPORTUNITIES TRUST63.9K sharesnew addition2026-06-302026-08-05

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FAST FASTENAL CO41.6K shares-0.36%2026-06-302026-08-05

IEV ISHARES TR27.3K shares-3.10%2026-06-302026-08-05

FITB FIFTH THIRD BANCORP35.1K shares18.31%2026-06-302026-08-05

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MCD MCDONALDS CORP7.3K shares2.82%2026-06-302026-08-05

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MGK VANGUARD WORLD FD22.3K shares431.77%2026-06-302026-08-05

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XLP SELECT SECTOR SPDR TR23.0K shares4.70%2026-06-302026-08-05

IBDW ISHARES TR91.2K shares10.18%2026-06-302026-08-05

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RIO RIO TINTO PLC19.8K sharesnew addition2026-06-302026-08-05

CGCV CAPITAL GROUP CONSERVATIVE E57.2K shares-0.63%2026-06-302026-08-05

VXUS VANGUARD STAR FDS21.9K shares-0.01%2026-06-302026-08-05

VBK VANGUARD INDEX FDS5.1K shares12.68%2026-06-302026-08-05

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BOXX EA SERIES TRUST15.6K shares61.72%2026-06-302026-08-05

SBUX STARBUCKS CORP17.6K shares9.52%2026-06-302026-08-05

FCOM FIDELITY COVINGTON TRUST25.8K shares66.13%2026-06-302026-08-05

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GPIX GOLDMAN SACHS ETF TR32.1K shares-5.49%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC20.3K shares37.86%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO5.2K shares-22.35%2026-06-302026-08-05

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CNQ CANADIAN NAT RES LTD MED TER44.6K shares-5.35%2026-06-302026-08-05

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FBCG FIDELITY COVINGTON TRUST28.0K shares0.00%2026-06-302026-08-05

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GSLC GOLDMAN SACHS ETF TR12.1K shares-0.16%2026-06-302026-08-05

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ISHARES TR ISHARES TR17.3K shares-10.33%2026-06-302026-08-05

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PNC PNC FINL SVCS GROUP INC6.9K shares-1.49%2026-06-302026-08-05

GPIQ GOLDMAN SACHS ETF TR28.2K shares-5.59%2026-06-302026-08-05

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FIDU FIDELITY COVINGTON TRUST16.6K shares52.59%2026-06-302026-08-05

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DVY ISHARES TR10.5K shares-0.22%2026-06-302026-08-05

MAR MARRIOTT INTL INC NEW4.4K shares-3.42%2026-06-302026-08-05

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CHUBB LIMITED CHUBB LIMITED4.7K shares24.56%2026-06-302026-08-05

AVUV AMERICAN CENTY ETF TR12.8K shares0.14%2026-06-302026-08-05

CRWV COREWEAVE INC16.0K shares32.46%2026-06-302026-08-05

NOBL PROSHARES TR28.4K shares110.49%2026-06-302026-08-05

AVLV AMERICAN CENTY ETF TR17.4K shares1.35%2026-06-302026-08-05

HGER HARBOR ETF TRUST53.9K shares78.82%2026-06-302026-08-05

PSA PUBLIC STORAGE5.0K shares2.35%2026-06-302026-08-05

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ARM ARM HOLDINGS PLC4.3K shares30.47%2026-06-302026-08-05

DBEF DBX ETF TR27.9K shares1.13%2026-06-302026-08-05

ZBH ZIMMER BIOMET HOLDINGS INC17.6K shares92.11%2026-06-302026-08-05

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JEPI J P MORGAN EXCHANGE TRADED F25.3K shares-5.23%2026-06-302026-08-05

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SCMB SCHWAB STRATEGIC TR52.8K shares-1.89%2026-06-302026-08-05

ABT ABBOTT LABORATORIES14.9K shares-0.69%2026-06-302026-08-05

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MMKT TEXAS CAPITAL FUNDS TRUST13.3K shares-10.73%2026-06-302026-08-05

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MELI MERCADOLIBRE INC705 shares29.36%2026-06-302026-08-05

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FBT FIRST TR EXCHANGE-TRADED FD3.5K shares0.00%2026-06-302026-08-05

BIV VANGUARD BD INDEX FDS11.2K shares-2.56%2026-06-302026-08-05

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PLD PROLOGIS INC.6.2K shares3.03%2026-06-302026-08-05

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EOSE EOS ENERGY ENTERPRISES INC139.1K shares57.63%2026-06-302026-08-05

CI THE CIGNA GROUP3.0K shares1.69%2026-06-302026-08-05

FLRN SPDR SERIES TRUST26.4K shares-2.18%2026-06-302026-08-05

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QQQI NEOS ETF TRUST13.2K shares-13.74%2026-06-302026-08-05

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COHR COHERENT CORP1.7K shares23.56%2026-06-302026-08-05

O REALTY INCOME CORP10.6K shares-17.47%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP2.1K shares-10.39%2026-06-302026-08-05

Sponsored

PSX PHILLIPS 663.8K shares22.00%2026-06-302026-08-05

BSMS INVESCO EXCH TRD SLF IDX FD26.8K shares0.00%2026-06-302026-08-05

CNI CANADIAN NATL RY CO5.3K shares-2.14%2026-06-302026-08-05

POOL CORP POOL CORP2.9K shares0.83%2026-06-302026-08-05

SCHI SCHWAB STRATEGIC TR27.5K shares9.37%2026-06-302026-08-05

CTM CASTELLUM INC863.2K shares9.85%2026-06-302026-08-05

FTCS FIRST TR EXCHANGE-TRADED FD6.6K shares-0.84%2026-06-302026-08-05

BSMT INVESCO EXCH TRD SLF IDX FD27.0K shares0.00%2026-06-302026-08-05

Sponsored

XNDU XANADU QUANTUM TECHNOLO LTD51.0K sharesnew addition2026-06-302026-08-05

SCYB SCHWAB STRATEGIC TR23.5K shares-4.83%2026-06-302026-08-05

IUSV ISHARES TR5.6K shares-2.12%2026-06-302026-08-05

TSCO TRACTOR SUPPLY CO19.4K shares-23.70%2026-06-302026-08-05

SYK STRYKER CORPORATION1.9K shares-5.45%2026-06-302026-08-05

SPHY SPDR SERIES TRUST25.9K shares12.57%2026-06-302026-08-05

IVOV VANGUARD ADMIRAL FDS INC5.3K shares0.25%2026-06-302026-08-05

KMB KIMBERLY-CLARK CORP5.5K shares18.04%2026-06-302026-08-05

Sponsored

FDX FEDEX CORP1.9K shares2.78%2026-06-302026-08-05

ARLP ALLIANCE RESOURCE PARTNERS L25.1K shares0.14%2026-06-302026-08-05

BSMU INVESCO EXCH TRD SLF IDX FD27.4K shares0.00%2026-06-302026-08-05

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION4.1K shares15.04%2026-06-302026-08-05

DGRW WISDOMTREE TR6.2K shares-9.89%2026-06-302026-08-05

EXC EXELON CORP12.7K shares180.15%2026-06-302026-08-05

SNTH TIDAL TRUST III19.9K shares34.56%2026-06-302026-08-05

IVOG VANGUARD ADMIRAL FDS INC4.0K shares-1.01%2026-06-302026-08-05

Sponsored

RF REGIONS FINANCIAL CORP NEW19.5K shares-18.67%2026-06-302026-08-05

EPD ENTERPRISE PRODS PARTNERS L16.0K shares0.00%2026-06-302026-08-05

SONO SONOS INC43.4K shares4.47%2026-06-302026-08-05

STIP ISHARES TR5.7K shares0.90%2026-06-302026-08-05

NVDA

NVIDIA CORPORATION

-7.39%

Shares728.8K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

1.77%

Shares170.0K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

0.44%

Shares424.4K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

-5.68%

Shares645.6K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-3.87%

Shares352.5K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

1.53%

Shares102.3K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-3.15%

Shares194.2K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

1.31%

Shares195.6K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-1.66%

Shares166.5K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

-3.12%

Shares46.5K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

2.76%

Shares136.5K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

-2.84%

Shares77.5K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.61%

Shares87.0K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.24%

Shares74.5K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

1.11%

Shares33.1K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

511.56%

Shares399.3K

Event2026-06-30

Filed2026-08-05

SPMO

INVESCO EXCH TRADED FD TR II

-13.47%

Shares213.7K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

0.30%

Shares96.8K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-0.85%

Shares45.1K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

-12.47%

Shares57.5K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

6.14%

Shares140.7K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

0.68%

Shares71.7K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

1.50%

Shares889.4K

Event2026-06-30

Filed2026-08-05

AER

AERCAP HOLDINGS NV

32.76%

Shares183.6K

Event2026-06-30

Filed2026-08-05

SMTH

ALPS ETF TR

7.99%

Shares923.6K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

-29.17%

Shares60.5K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

-1.34%

Shares32.3K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

5.13%

Shares291.9K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

1.87%

Shares56.1K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

1.25%

Shares77.4K

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD INDEX FDS

2.61%

Shares77.9K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

8.63%

Shares15.0K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-9.33%

Shares157.8K

Event2026-06-30

Filed2026-08-05

SOXX

ISHARES TR

-7.08%

Shares26.7K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

0.63%

Shares18.2K

Event2026-06-30

Filed2026-08-05

ISHARES TR

16.65%

Shares172.9K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

0.79%

Shares592.6K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

-2.81%

Shares206.8K

Event2026-06-30

Filed2026-08-05

SPYV

SPDR SERIES TRUST

0.15%

Shares255.7K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

-2.97%

Shares174.8K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

1.41%

Shares54.5K

Event2026-06-30

Filed2026-08-05

DGRO

ISHARES TR

1.45%

Shares195.9K

Event2026-06-30

Filed2026-08-05

BUFR

FIRST TR EXCHNG TRADED FD VI

2.62%

Shares403.0K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB STRATEGIC TR

0.14%

Shares471.5K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-4.90%

Shares53.6K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

9.08%

Shares38.2K

Event2026-06-30

Filed2026-08-05

XSMO

INVESCO EXCHANGE TRADED FD T

-3.22%

Shares142.6K

Event2026-06-30

Filed2026-08-05

IDMO

INVESCO EXCH TRADED FD TR II

35.64%

Shares220.4K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

-3.41%

Shares37.3K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-3.24%

Shares75.2K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

0.27%

Shares6.2K

Event2026-06-30

Filed2026-08-05

SYBT

STOCK YDS BANCORP INC

6.70%

Shares160.1K

Event2026-06-30

Filed2026-08-05

AUSF

GLOBAL X FDS

-1.46%

Shares246.8K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

18.56%

Shares40.0K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

1.48%

Shares107.2K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

-26.27%

Shares96.3K

Event2026-06-30

Filed2026-08-05

RDVY

FIRST TR EXCHANGE TRADED FD

4.20%

Shares136.9K

Event2026-06-30

Filed2026-08-05

SLV

ISHARES SILVER TR

-2.18%

Shares200.8K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

-0.94%

Shares54.2K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

11.09%

Shares79.6K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

-3.08%

Shares13.3K

Event2026-06-30

Filed2026-08-05

VISA INC

-4.42%

Shares28.6K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

7.28%

Shares26.2K

Event2026-06-30

Filed2026-08-05

VANECK ETF TRUST

-2.13%

Shares129.2K

Event2026-06-30

Filed2026-08-05

XFIV

BONDBLOXX ETF TRUST

1.64%

Shares199.1K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

-28.80%

Shares24.1K

Event2026-06-30

Filed2026-08-05

IGM

ISHARES TR

-8.97%

Shares58.4K

Event2026-06-30

Filed2026-08-05

SPYG

SPDR SERIES TRUST

-2.94%

Shares80.2K

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

9.88%

Shares59.9K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

227.73%

Shares31.0K

Event2026-06-30

Filed2026-08-05

BLOOM ENERGY CORP

6.23%

Shares30.7K

Event2026-06-30

Filed2026-08-05

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares53.0K

Event2026-06-30

Filed2026-08-05

SCHM

SCHWAB STRATEGIC TR

1.47%

Shares244.5K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

4.84%

Shares7.4K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

22.78%

Shares20.1K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

325.82%

Shares62.2K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

0.51%

Shares234.5K

Event2026-06-30

Filed2026-08-05

BIL

SPDR SERIES TRUST

-9.89%

Shares92.2K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

7.70%

Shares11.6K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

-0.82%

Shares56.9K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

-3.54%

Shares29.9K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

-1.93%

Shares12.4K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

-6.11%

Shares54.8K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

-4.43%

Shares46.9K

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD SCOTTSDALE FDS

-0.09%

Shares96.2K

Event2026-06-30

Filed2026-08-05

DEERE & CO

-3.87%

Shares12.5K

Event2026-06-30

Filed2026-08-05

JMBS

JANUS DETROIT STR TR

11.98%

Shares172.2K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

0.00%

Shares25.7K

Event2026-06-30

Filed2026-08-05

BKGI

BNY MELLON ETF TRUST

New

Shares168.4K

Event2026-06-30

Filed2026-08-05

PWB

INVESCO EXCHANGE TRADED FD T

-1.59%

Shares44.9K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

-0.78%

Shares55.5K

Event2026-06-30

Filed2026-08-05

SCHJ

SCHWAB STRATEGIC TR

2.57%

Shares301.2K

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR

54.21%

Shares20.1K

Event2026-06-30

Filed2026-08-05

FTEC

FIDELITY COVINGTON TRUST

38.76%

Shares25.3K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-3.11%

Shares101.9K

Event2026-06-30

Filed2026-08-05

NBIS

NEBIUS GROUP N.V.

New

Shares25.6K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

-5.00%

Shares29.8K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

31.44%

Shares36.3K

Event2026-06-30

Filed2026-08-05

IQLT

ISHARES TR

-3.62%

Shares137.8K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

1.89%

Shares12.8K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

-17.63%

Shares45.5K

Event2026-06-30

Filed2026-08-05

CDX

SIMPLIFY EXCHANGE TRADED FUN

2.02%

Shares314.6K

Event2026-06-30

Filed2026-08-05

RDDT

REDDIT INC

-1.66%

Shares38.1K

Event2026-06-30

Filed2026-08-05

WCMI

FIRST TR EXCHANGE-TRADED FD

-0.58%

Shares337.0K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-1.14%

Shares21.5K

Event2026-06-30

Filed2026-08-05

SOXQ

INVESCO EXCH TRADED FD TR II

3.33%

Shares55.7K

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

-1.94%

Shares20.4K

Event2026-06-30

Filed2026-08-05

VRP

INVESCO EXCH TRADED FD TR II

-0.87%

Shares254.2K

Event2026-06-30

Filed2026-08-05

SCHV

SCHWAB STRATEGIC TR

2.35%

Shares177.3K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

8.58%

Shares86.3K

Event2026-06-30

Filed2026-08-05

VCSH

VANGUARD SCOTTSDALE FDS

-2.60%

Shares77.8K

Event2026-06-30

Filed2026-08-05

KMI

KINDER MORGAN INC DEL

-10.01%

Shares187.3K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

-3.89%

Shares57.6K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

1.59%

Shares35.7K

Event2026-06-30

Filed2026-08-05

MAIN

MAIN STR CAP CORP

7.52%

Shares108.8K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

-5.52%

Shares13.5K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES TR

-0.94%

Shares103.7K

Event2026-06-30

Filed2026-08-05

AXSM

AXSOME THERAPEUTICS INC.

0.02%

Shares22.0K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

3.67%

Shares56.0K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

9.02%

Shares21.1K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

-38.66%

Shares10.3K

Event2026-06-30

Filed2026-08-05

DHI

D R HORTON INC

-4.02%

Shares32.4K

Event2026-06-30

Filed2026-08-05

LVHI

LEGG MASON ETF INVT

3.51%

Shares129.5K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

-1.27%

Shares14.3K

Event2026-06-30

Filed2026-08-05

HEQT

SIMPLIFY EXCHANGE TRADED FUN

0.12%

Shares154.8K

Event2026-06-30

Filed2026-08-05

VPL

VANGUARD INTL EQUITY INDEX F

-1.84%

Shares44.8K

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

-1.98%

Shares40.9K

Event2026-06-30

Filed2026-08-05

KYN

KAYNE ANDERSON ENERGY INFRST

-8.78%

Shares373.4K

Event2026-06-30

Filed2026-08-05

SAMT

ADVISORS INNER CIRCLE FD III

75.39%

Shares108.0K

Event2026-06-30

Filed2026-08-05

SDVY

FIRST TR EXCHANGE TRADED FD

-1.36%

Shares118.3K

Event2026-06-30

Filed2026-08-05

LAMR

LAMAR ADVERTISING CO

1.17%

Shares32.7K

Event2026-06-30

Filed2026-08-05

PAVE

GLOBAL X FDS

14.03%

Shares85.3K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

1.85%

Shares24.0K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

-4.94%

Shares34.4K

Event2026-06-30

Filed2026-08-05

ROUNDHILL ETF TRUST

New

Shares65.6K

Event2026-06-30

Filed2026-08-05

ARES CAPITAL CORP

12.27%

Shares253.7K

Event2026-06-30

Filed2026-08-05

SPACE EXPLORATION TECHN CORP

New

Shares27.5K

Event2026-06-30

Filed2026-08-05

FIRST TR EXCHANGE TRADED FD

0.00%

Shares61.0K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

3.78%

Shares156.3K

Event2026-06-30

Filed2026-08-05

FIRSTENERGY CORP

-8.48%

Shares95.4K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES TR

-4.27%

Shares66.1K

Event2026-06-30

Filed2026-08-05

XME

SPDR SERIES TRUST

3.00%

Shares42.1K

Event2026-06-30

Filed2026-08-05

ING

ING GROEP N.V.

-1.78%

Shares141.1K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

-68.69%

Shares38.8K

Event2026-06-30

Filed2026-08-05

FRDM

EA SERIES TRUST

122.59%

Shares60.7K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

-1.50%

Shares98.9K

Event2026-06-30

Filed2026-08-05

TFLO

ISHARES TR

-49.45%

Shares86.3K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

-0.70%

Shares86.1K

Event2026-06-30

Filed2026-08-05

IEF

ISHARES TR

-3.67%

Shares45.8K

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

430.86%

Shares10.0K

Event2026-06-30

Filed2026-08-05

DON

WISDOMTREE TR

-8.13%

Shares76.4K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

2.91%

Shares136.1K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

-1.13%

Shares81.3K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

16.14%

Shares52.8K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

-1.58%

Shares27.3K

Event2026-06-30

Filed2026-08-05

ACIO

ETF SER SOLUTIONS

-0.37%

Shares92.5K

Event2026-06-30

Filed2026-08-05

DGT

SPDR SERIES TRUST

2.92%

Shares23.0K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

0.89%

Shares30.0K

Event2026-06-30

Filed2026-08-05

ORLY

OREILLY AUTOMOTIVE INC

4.50%

Shares45.5K

Event2026-06-30

Filed2026-08-05

DOMINION ENERGY INC

197.95%

Shares60.8K

Event2026-06-30

Filed2026-08-05

IREN

IREN LIMITED

-3.60%

Shares90.4K

Event2026-06-30

Filed2026-08-05

NEE-PS

NEXTERA ENERGY INC

-4.70%

Shares77.6K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

231.61%

Shares42.7K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

3.37%

Shares12.1K

Event2026-06-30

Filed2026-08-05

FEZ

SPDR INDEX SHS FDS

1.64%

Shares58.8K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP

-3.85%

Shares7.8K

Event2026-06-30

Filed2026-08-05

CGGR

CAPITAL GROUP GROWTH ETF

1.41%

Shares83.2K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

273.14%

Shares31.0K

Event2026-06-30

Filed2026-08-05

XSVN

BONDBLOXX ETF TRUST

10.65%

Shares80.8K

Event2026-06-30

Filed2026-08-05

XTRE

BONDBLOXX ETF TRUST

3.03%

Shares76.0K

Event2026-06-30

Filed2026-08-05

FNDX

SCHWAB STRATEGIC TR

0.01%

Shares119.6K

Event2026-06-30

Filed2026-08-05

SHV

ISHARES TR

-62.92%

Shares33.6K

Event2026-06-30

Filed2026-08-05

DLR

DIGITAL RLTY TR INC

-2.04%

Shares20.4K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

104.62%

Shares33.7K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

13.32%

Shares31.0K

Event2026-06-30

Filed2026-08-05

CLOUDFLARE INC

-15.09%

Shares14.7K

Event2026-06-30

Filed2026-08-05

HYG

ISHARES TR

3.70%

Shares45.0K

Event2026-06-30

Filed2026-08-05

ARES MANAGEMENT CORPORATION

-2.94%

Shares31.4K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

-5.01%

Shares41.3K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

253.73%

Shares43.0K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD BD INDEX FDS

-1.04%

Shares44.4K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

-16.56%

Shares19.4K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

4.39%

Shares26.5K

Event2026-06-30

Filed2026-08-05

GRNY

TIDAL TRUST I

-5.92%

Shares120.1K

Event2026-06-30

Filed2026-08-05

TLT

ISHARES TR

-3.54%

Shares38.3K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

-3.94%

Shares4.7K

Event2026-06-30

Filed2026-08-05

XLY

SELECT SECTOR SPDR TR

9.28%

Shares27.9K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

10.14%

Shares54.6K

Event2026-06-30

Filed2026-08-05

IWP

ISHARES TR

2.94%

Shares21.9K

Event2026-06-30

Filed2026-08-05

ALPS ETF TR

-1.34%

Shares46.5K

Event2026-06-30

Filed2026-08-05

QLD

PROSHARES TR

13.73%

Shares32.1K

Event2026-06-30

Filed2026-08-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.22%

Shares62.3K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

-4.07%

Shares52.9K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

717.75%

Shares25.4K

Event2026-06-30

Filed2026-08-05

PFF

ISHARES TR

47.82%

Shares99.5K

Event2026-06-30

Filed2026-08-05

SSO

PROSHARES TR

26.69%

Shares43.8K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

8.34%

Shares2.9K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

11.99%

Shares13.2K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO EXCHANGE TRADED FD T

-25.49%

Shares13.6K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

19.29%

Shares19.0K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

4.95%

Shares49.9K

Event2026-06-30

Filed2026-08-05

SGOV

ISHARES TR

1.07%

Shares28.0K

Event2026-06-30

Filed2026-08-05

EDV

VANGUARD WORLD FD

0.70%

Shares43.2K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

0.49%

Shares12.6K

Event2026-06-30

Filed2026-08-05

QXO

QXO INC

7.22%

Shares159.9K

Event2026-06-30

Filed2026-08-05

DRI

DARDEN RESTAURANTS INC

2.03%

Shares13.3K

Event2026-06-30

Filed2026-08-05

BOEING CO

6.77%

Shares12.7K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

9.21%

Shares60.2K

Event2026-06-30

Filed2026-08-05

IOO

ISHARES TR

-0.15%

Shares19.9K

Event2026-06-30

Filed2026-08-05

CGUS

CAPITAL GROUP CORE EQUITY ET

-0.13%

Shares60.8K

Event2026-06-30

Filed2026-08-05

CFG

CITIZENS FINL GROUP INC

4.17%

Shares38.6K

Event2026-06-30

Filed2026-08-05

PEG

PUBLIC SVC ENTERPRISE GROUP

-7.32%

Shares33.0K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

-6.28%

Shares49.2K

Event2026-06-30

Filed2026-08-05

BHP

BHP BILLITON LIMITED

New

Shares31.0K

Event2026-06-30

Filed2026-08-05

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares58.3K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

-1.61%

Shares14.1K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

0.85%

Shares23.8K

Event2026-06-30

Filed2026-08-05

PPA

INVESCO EXCHANGE TRADED FD T

0.49%

Shares14.5K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

48.19%

Shares30.8K

Event2026-06-30

Filed2026-08-05

DRSK

ETF SER SOLUTIONS

40.48%

Shares87.8K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

13.36%

Shares103.8K

Event2026-06-30

Filed2026-08-05

DFAI

DIMENSIONAL ETF TRUST

12.74%

Shares60.4K

Event2026-06-30

Filed2026-08-05

SCIO

FIRST TR EXCHANGE-TRADED FD

31.40%

Shares119.7K

Event2026-06-30

Filed2026-08-05

CGGO

CAPITAL GROUP GBL GROWTH EQT

-0.36%

Shares58.3K

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS

-10.66%

Shares12.5K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

2.63%

Shares57.4K

Event2026-06-30

Filed2026-08-05

CDNS

CADENCE DESIGN SYSTEM INC

-1.54%

Shares6.4K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

17.28%

Shares12.9K

Event2026-06-30

Filed2026-08-05

IBDU

ISHARES TR

9.97%

Shares101.2K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP

84.73%

Shares3.7K

Event2026-06-30

Filed2026-08-05

APPLOVIN CORP

28.60%

Shares4.5K

Event2026-06-30

Filed2026-08-05

IWS

ISHARES TR

-1.33%

Shares14.0K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

3.39%

Shares5.4K

Event2026-06-30

Filed2026-08-05

FIG

FIGMA INC

New

Shares126.8K

Event2026-06-30

Filed2026-08-05

ADVANCED DRAIN SYS INC DEL

11.14%

Shares14.6K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

-13.63%

Shares2.3K

Event2026-06-30

Filed2026-08-05

ITB

ISHARES TR

7.83%

Shares21.5K

Event2026-06-30

Filed2026-08-05

IBDV

ISHARES TR

8.32%

Shares103.0K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

-4.02%

Shares4.4K

Event2026-06-30

Filed2026-08-05

IWY

ISHARES TR

9.93%

Shares7.7K

Event2026-06-30

Filed2026-08-05

VYMI

VANGUARD WHITEHALL FDS

-15.27%

Shares22.5K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD INDEX FDS

-10.52%

Shares7.1K

Event2026-06-30

Filed2026-08-05

GOVT

ISHARES TR

-9.74%

Shares95.0K

Event2026-06-30

Filed2026-08-05

CGCB

CAPITAL GRP FIXED INCM ETF T

-17.20%

Shares81.8K

Event2026-06-30

Filed2026-08-05

SFLR

INNOVATOR ETFS TRUST

-11.73%

Shares55.5K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

95.31%

Shares8.4K

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC

-6.19%

Shares22.9K

Event2026-06-30

Filed2026-08-05

IJK

ISHARES TR

-0.42%

Shares18.0K

Event2026-06-30

Filed2026-08-05

IWO

ISHARES TR

5.68%

Shares5.3K

Event2026-06-30

Filed2026-08-05

SUB

ISHARES TR

-0.70%

Shares19.7K

Event2026-06-30

Filed2026-08-05

SOXL

DIREXION SHARES ETF TRUST

-61.15%

Shares7.7K

Event2026-06-30

Filed2026-08-05

BANK OF NY MELLON CORP

-1.80%

Shares14.0K

Event2026-06-30

Filed2026-08-05

FNCL

FIDELITY COVINGTON TRUST

49.28%

Shares26.3K

Event2026-06-30

Filed2026-08-05

BINC

BLACKROCK ETF TRUST II

12.80%

Shares38.4K

Event2026-06-30

Filed2026-08-05

IXN

ISHARES TR

0.13%

Shares13.9K

Event2026-06-30

Filed2026-08-05

HGRO

ETF OPPORTUNITIES TRUST

New

Shares63.9K

Event2026-06-30

Filed2026-08-05

FAST

FASTENAL CO

-0.36%

Shares41.6K

Event2026-06-30

Filed2026-08-05

IEV

ISHARES TR

-3.10%

Shares27.3K

Event2026-06-30

Filed2026-08-05

FITB

FIFTH THIRD BANCORP

18.31%

Shares35.1K

Event2026-06-30

Filed2026-08-05

SMLF

ISHARES TR

-7.34%

Shares22.1K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

2.82%

Shares7.3K

Event2026-06-30

Filed2026-08-05

EA SERIES TRUST

0.00%

Shares34.6K

Event2026-06-30

Filed2026-08-05

MGK

VANGUARD WORLD FD

431.77%

Shares22.3K

Event2026-06-30

Filed2026-08-05

EMXC

ISHARES INC

-12.95%

Shares19.0K

Event2026-06-30

Filed2026-08-05

FDIS

FIDELITY COVINGTON TRUST

47.35%

Shares18.6K

Event2026-06-30

Filed2026-08-05

XLP

SELECT SECTOR SPDR TR

4.70%

Shares23.0K

Event2026-06-30

Filed2026-08-05

IBDW

ISHARES TR

10.18%

Shares91.2K

Event2026-06-30

Filed2026-08-05

ETV

EATON VANCE TAX-MANAGED BUY-

32.33%

Shares127.1K

Event2026-06-30

Filed2026-08-05

RIO

RIO TINTO PLC

New

Shares19.8K

Event2026-06-30

Filed2026-08-05

CGCV

CAPITAL GROUP CONSERVATIVE E

-0.63%

Shares57.2K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

-0.01%

Shares21.9K

Event2026-06-30

Filed2026-08-05

VBK

VANGUARD INDEX FDS

12.68%

Shares5.1K

Event2026-06-30

Filed2026-08-05

BOXX

EA SERIES TRUST

61.72%

Shares15.6K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

9.52%

Shares17.6K

Event2026-06-30

Filed2026-08-05

FCOM

FIDELITY COVINGTON TRUST

66.13%

Shares25.8K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

-5.99%

Shares4.4K

Event2026-06-30

Filed2026-08-05

FHLC

FIDELITY COVINGTON TRUST

57.17%

Shares23.2K

Event2026-06-30

Filed2026-08-05

GPIX

GOLDMAN SACHS ETF TR

-5.49%

Shares32.1K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

37.86%

Shares20.3K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

-22.35%

Shares5.2K

Event2026-06-30

Filed2026-08-05

TFC

TRUIST FINL CORP

12.25%

Shares35.4K

Event2026-06-30

Filed2026-08-05

CNQ

CANADIAN NAT RES LTD MED TER

-5.35%

Shares44.6K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

1.40%

Shares5.9K

Event2026-06-30

Filed2026-08-05

FBCG

FIDELITY COVINGTON TRUST

0.00%

Shares28.0K

Event2026-06-30

Filed2026-08-05

IWN

ISHARES TR

0.15%

Shares7.9K

Event2026-06-30

Filed2026-08-05

GSLC

GOLDMAN SACHS ETF TR

-0.16%

Shares12.1K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

-6.08%

Shares7.7K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-10.33%

Shares17.3K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

-1.49%

Shares6.9K

Event2026-06-30

Filed2026-08-05

GPIQ

GOLDMAN SACHS ETF TR

-5.59%

Shares28.2K

Event2026-06-30

Filed2026-08-05

CASY

CASEYS GEN STORES INC

32.35%

Shares2.1K

Event2026-06-30

Filed2026-08-05

FIDU

FIDELITY COVINGTON TRUST

52.59%

Shares16.6K

Event2026-06-30

Filed2026-08-05

VDE

VANGUARD WORLD FD

8.24%

Shares11.0K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES TR

-0.22%

Shares10.5K

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC NEW

-3.42%

Shares4.4K

Event2026-06-30

Filed2026-08-05

AT&T INC

3.96%

Shares78.7K

Event2026-06-30

Filed2026-08-05

SPDW

SPDR INDEX SHS FDS

-6.09%

Shares32.1K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED

24.56%

Shares4.7K

Event2026-06-30

Filed2026-08-05

AVUV

AMERICAN CENTY ETF TR

0.14%

Shares12.8K

Event2026-06-30

Filed2026-08-05

CRWV

COREWEAVE INC

32.46%

Shares16.0K

Event2026-06-30

Filed2026-08-05

NOBL

PROSHARES TR

110.49%

Shares28.4K

Event2026-06-30

Filed2026-08-05

AVLV

AMERICAN CENTY ETF TR

1.35%

Shares17.4K

Event2026-06-30

Filed2026-08-05

HGER

HARBOR ETF TRUST

78.82%

Shares53.9K

Event2026-06-30

Filed2026-08-05

PSA

PUBLIC STORAGE

2.35%

Shares5.0K

Event2026-06-30

Filed2026-08-05

SNDK

SANDISK CORP

New

Shares694

Event2026-06-30

Filed2026-08-05

XLI

SELECT SECTOR SPDR TR

1.55%

Shares8.5K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

-32.34%

Shares18.8K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

-0.34%

Shares2.0K

Event2026-06-30

Filed2026-08-05

ASCE

ALLSPRING EXCHANGE TRADED FU

21.90%

Shares43.9K

Event2026-06-30

Filed2026-08-05

ARM

ARM HOLDINGS PLC

30.47%

Shares4.3K

Event2026-06-30

Filed2026-08-05

DBEF

DBX ETF TR

1.13%

Shares27.9K

Event2026-06-30

Filed2026-08-05

ZBH

ZIMMER BIOMET HOLDINGS INC

92.11%

Shares17.6K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

2.34%

Shares6.0K

Event2026-06-30

Filed2026-08-05

PGR

PROGRESSIVE CORP

7.91%

Shares6.6K

Event2026-06-30

Filed2026-08-05

SPSM

SPDR SERIES TRUST

-6.93%

Shares24.8K

Event2026-06-30

Filed2026-08-05

ENERGY TRANSFER L P

4.05%

Shares74.8K

Event2026-06-30

Filed2026-08-05

CGW

INVESCO EXCH TRADED FD TR II

-1.36%

Shares21.7K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

-5.23%

Shares25.3K

Event2026-06-30

Filed2026-08-05

URI

UNITED RENTALS INC

-3.60%

Shares1.3K

Event2026-06-30

Filed2026-08-05

DIVI

FRANKLIN TEMPLETON ETF TR

3.11%

Shares33.1K

Event2026-06-30

Filed2026-08-05

SPYD

SPDR SERIES TRUST

-0.57%

Shares29.4K

Event2026-06-30

Filed2026-08-05

IBIT

ISHARES BITCOIN TRUST ETF

55.72%

Shares41.7K

Event2026-06-30

Filed2026-08-05

ASTRAZENECA PLC

-0.70%

Shares7.4K

Event2026-06-30

Filed2026-08-05

ROYAL CARIBBEAN GROUP

56.82%

Shares4.4K

Event2026-06-30

Filed2026-08-05

SCMB

SCHWAB STRATEGIC TR

-1.89%

Shares52.8K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

-0.69%

Shares14.9K

Event2026-06-30

Filed2026-08-05

JHPI

JOHN HANCOCK EXCHANGE TRADED

-8.05%

Shares59.4K

Event2026-06-30

Filed2026-08-05

MMKT

TEXAS CAPITAL FUNDS TRUST

-10.73%

Shares13.3K

Event2026-06-30

Filed2026-08-05

VGSH

VANGUARD SCOTTSDALE FDS

1.44%

Shares22.9K

Event2026-06-30

Filed2026-08-05

FLMI

FRANKLIN TEMPLETON ETF TR

10.72%

Shares52.5K

Event2026-06-30

Filed2026-08-05

DIVO

AMPLIFY ETF TR

-4.57%

Shares28.9K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

3.09%

Shares18.4K

Event2026-06-30

Filed2026-08-05

CGCP

CAPITAL GRP FIXED INCM ETF T

-8.75%

Shares58.9K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

-7.83%

Shares9.6K

Event2026-06-30

Filed2026-08-05

CANADIAN IMPERIAL BANK OF CO

-1.28%

Shares11.3K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

-10.22%

Shares13.4K

Event2026-06-30

Filed2026-08-05

EVT

EATON VANCE TAX ADVT DIV INC

2.38%

Shares46.1K

Event2026-06-30

Filed2026-08-05

SSD

SIMPSON MFG INC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP

-4.39%

Shares3.6K

Event2026-06-30

Filed2026-08-05

IBDT

ISHARES TR

372.64%

Shares50.1K

Event2026-06-30

Filed2026-08-05

COWZ

PACER FDS TR

-19.47%

Shares20.3K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

66.94%

Shares2.4K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

0.75%

Shares7.6K

Event2026-06-30

Filed2026-08-05

ETB

EATON VANCE TAX MNGED BUY WR

5.76%

Shares79.2K

Event2026-06-30

Filed2026-08-05

TWLO

TWILIO INC

-23.65%

Shares5.9K

Event2026-06-30

Filed2026-08-05

RGTI

RIGETTI COMPUTING INC

68.65%

Shares63.0K

Event2026-06-30

Filed2026-08-05

SHLD

GLOBAL X FDS

13.52%

Shares20.2K

Event2026-06-30

Filed2026-08-05

DVA

DAVITA INC

0.07%

Shares5.4K

Event2026-06-30

Filed2026-08-05

CVS

CVS HEALTH CORP

5.09%

Shares11.6K

Event2026-06-30

Filed2026-08-05

KROGER CO

-1.72%

Shares21.5K

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

29.36%

Shares705

Event2026-06-30

Filed2026-08-05

VTEC

VANGUARD CALIF TAX FREE FDS

0.00%

Shares11.7K

Event2026-06-30

Filed2026-08-05

MPC

MARATHON PETE CORP

0.66%

Shares4.6K

Event2026-06-30

Filed2026-08-05

FORD MTR CO

4.63%

Shares84.1K

Event2026-06-30

Filed2026-08-05

VLUE

ISHARES TR

4.70%

Shares5.8K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-26.70%

Shares3.3K

Event2026-06-30

Filed2026-08-05

SYLD

CAMBRIA ETF TR

-1.57%

Shares14.4K

Event2026-06-30

Filed2026-08-05

EME

EMCOR GROUP INC

21.38%

Shares1.4K

Event2026-06-30

Filed2026-08-05

MGV

VANGUARD WORLD FD

7.43%

Shares6.8K

Event2026-06-30

Filed2026-08-05

EFG

ISHARES TR

-5.40%

Shares8.9K

Event2026-06-30

Filed2026-08-05

REMX

VANECK ETF TRUST

37.29%

Shares12.4K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC

-3.48%

Shares804

Event2026-06-30

Filed2026-08-05

CAH

CARDINAL HEALTH INC

-8.22%

Shares4.6K

Event2026-06-30

Filed2026-08-05

NUE

NUCOR CORP

31.84%

Shares4.9K

Event2026-06-30

Filed2026-08-05

FISERV INC

-50.90%

Shares22.1K

Event2026-06-30

Filed2026-08-05

WORLD GOLD TR

1.86%

Shares13.4K

Event2026-06-30

Filed2026-08-05

IUSG

ISHARES TR

1.94%

Shares5.6K

Event2026-06-30

Filed2026-08-05

SILJ

AMPLIFY ETF TR

-6.42%

Shares40.4K

Event2026-06-30

Filed2026-08-05

3M CO

-5.93%

Shares6.4K

Event2026-06-30

Filed2026-08-05

DBMF

LITMAN GREGORY FDS TR

50.49%

Shares33.8K

Event2026-06-30

Filed2026-08-05

STM

STMICROELECTRONICS N V

34.32%

Shares13.7K

Event2026-06-30

Filed2026-08-05

XLB

SELECT SECTOR SPDR TR

-0.41%

Shares20.3K

Event2026-06-30

Filed2026-08-05

CGMU

CAPITAL GRP FIXED INCM ETF T

3.59%

Shares37.3K

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES TR

2.10%

Shares10.7K

Event2026-06-30

Filed2026-08-05

HOOD

ROBINHOOD MKTS INC

-5.00%

Shares10.2K

Event2026-06-30

Filed2026-08-05

IMTM

ISHARES TR

122.99%

Shares19.1K

Event2026-06-30

Filed2026-08-05

BP PLC

1.51%

Shares27.5K

Event2026-06-30

Filed2026-08-05

TER

TERADYNE INC

4.42%

Shares2.1K

Event2026-06-30

Filed2026-08-05

IDEV

ISHARES TR

52.70%

Shares11.2K

Event2026-06-30

Filed2026-08-05

GBTC

GRAYSCALE BITCOIN TRUST ETF

-2.78%

Shares21.8K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

-18.08%

Shares4.0K

Event2026-06-30

Filed2026-08-05

FXI

ISHARES TR

-0.25%

Shares31.1K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC

1321.71%

Shares5.5K

Event2026-06-30

Filed2026-08-05

SCHO

SCHWAB STRATEGIC TR

0.79%

Shares40.2K

Event2026-06-30

Filed2026-08-05

STK

COLUMBIA SELIGM PREM TECH GR

0.52%

Shares17.8K

Event2026-06-30

Filed2026-08-05

WPM

WHEATON PRECIOUS METALS CORP

4.32%

Shares8.5K

Event2026-06-30

Filed2026-08-05

XAR

SPDR SERIES TRUST

2.12%

Shares3.4K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

-12.82%

Shares13.1K

Event2026-06-30

Filed2026-08-05

DEFR

ETF SER SOLUTIONS

25.00%

Shares35.4K

Event2026-06-30

Filed2026-08-05

ESGU

ISHARES TR

-0.75%

Shares5.7K

Event2026-06-30

Filed2026-08-05

GFS

GLOBALFOUNDRIES INC

13.02%

Shares11.2K

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC

11.87%

Shares1.9K

Event2026-06-30

Filed2026-08-05

BSMR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares39.0K

Event2026-06-30

Filed2026-08-05

AOA

ISHARES TR

21.66%

Shares9.4K

Event2026-06-30

Filed2026-08-05

STRL

STERLING INFRASTRUCTURE INC

-1.18%

Shares1.1K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

-1.34%

Shares6.6K

Event2026-06-30

Filed2026-08-05

ARTY

ISHARES TR

New

Shares11.9K

Event2026-06-30

Filed2026-08-05

BSMQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares37.8K

Event2026-06-30

Filed2026-08-05

SPSB

SPDR SERIES TRUST

0.90%

Shares29.6K

Event2026-06-30

Filed2026-08-05

SHEL

SHELL PLC

5.36%

Shares11.5K

Event2026-06-30

Filed2026-08-05

RKLB

ROCKET LAB CORP

32.35%

Shares8.7K

Event2026-06-30

Filed2026-08-05

SCCO

SOUTHERN COPPER CORP

1.12%

Shares5.0K

Event2026-06-30

Filed2026-08-05

AZO

AUTOZONE INC

84.46%

Shares273

Event2026-06-30

Filed2026-08-05

YUM

YUM BRANDS INC

-13.67%

Shares5.5K

Event2026-06-30

Filed2026-08-05

CGIC

CAPITAL GROUP INTERNATIONAL

0.00%

Shares23.9K

Event2026-06-30

Filed2026-08-05

IAUM

ISHARES GOLD TRUST MICRO

34.30%

Shares21.7K

Event2026-06-30

Filed2026-08-05

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

BIV

VANGUARD BD INDEX FDS

-2.56%

Shares11.2K

Event2026-06-30

Filed2026-08-05

NRGV

ENERGY VAULT HOLDINGS INC

23.40%

Shares182.5K

Event2026-06-30

Filed2026-08-05

ECL

ECOLAB INC

2.05%

Shares3.1K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC

-3.54%

Shares10.9K

Event2026-06-30

Filed2026-08-05

HECA

ETF OPPORTUNITIES TRUST

New

Shares31.2K

Event2026-06-30

Filed2026-08-05

ALAB

ASTERA LABS INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-05

PPG

PPG INDS INC

-1.59%

Shares7.0K

Event2026-06-30

Filed2026-08-05

DSI

ISHARES TR

-3.32%

Shares5.9K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

3.03%

Shares6.2K

Event2026-06-30

Filed2026-08-05

FSTA

FIDELITY COVINGTON TRUST

38.18%

Shares16.0K

Event2026-06-30

Filed2026-08-05

CFR

CULLEN FROST BANKERS INC

44.60%

Shares5.4K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

-6.15%

Shares11.1K

Event2026-06-30

Filed2026-08-05

MTB

M & T BK CORP

7.04%

Shares3.5K

Event2026-06-30

Filed2026-08-05

SHY

ISHARES TR

-1.85%

Shares10.1K

Event2026-06-30

Filed2026-08-05

EOSE

EOS ENERGY ENTERPRISES INC

57.63%

Shares139.1K

Event2026-06-30

Filed2026-08-05

THE CIGNA GROUP

1.69%

Shares3.0K

Event2026-06-30

Filed2026-08-05

FLRN

SPDR SERIES TRUST

-2.18%

Shares26.4K

Event2026-06-30

Filed2026-08-05

QUANTA SVCS INC

75.31%

Shares1.1K

Event2026-06-30

Filed2026-08-05

HEFA

ISHARES TR

-8.46%

Shares17.3K

Event2026-06-30

Filed2026-08-05

ACWX

ISHARES TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-05

IYJ

ISHARES TR

0.08%

Shares4.8K

Event2026-06-30

Filed2026-08-05

LUMENTUM HLDGS INC

24.80%

Shares931

Event2026-06-30

Filed2026-08-05

NEM

NEWMONT CORP

25.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

MNST

MONSTER BEVERAGE CORP NEW

-9.21%

Shares8.2K

Event2026-06-30

Filed2026-08-05

LNG

CHENIERE ENERGY INC

7.40%

Shares3.3K

Event2026-06-30

Filed2026-08-05

IJT

ISHARES TR

-1.60%

Shares4.3K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC

0.57%

Shares2.8K

Event2026-06-30

Filed2026-08-05

VTIP

VANGUARD MALVERN FDS

-0.51%

Shares15.2K

Event2026-06-30

Filed2026-08-05

IBB

ISHARES TR

-4.67%

Shares4.0K

Event2026-06-30

Filed2026-08-05

NUVATION BIO INC

-0.61%

Shares132.3K

Event2026-06-30

Filed2026-08-05

GSBD

GOLDMAN SACHS BDC INC

-10.37%

Shares79.1K

Event2026-06-30

Filed2026-08-05

QQQI

NEOS ETF TRUST

-13.74%

Shares13.2K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-05

VHT

VANGUARD WORLD FD

13.26%

Shares2.5K

Event2026-06-30

Filed2026-08-05

SPTM

SPDR SERIES TRUST

83.14%

Shares8.2K

Event2026-06-30

Filed2026-08-05

GDXJ

VANECK ETF TRUST

-8.78%

Shares7.6K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC

New

Shares3.3K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

-1.90%

Shares8.0K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC

New

Shares3.3K

Event2026-06-30

Filed2026-08-05

COPX

GLOBAL X FDS

23.73%

Shares9.4K

Event2026-06-30

Filed2026-08-05

GRMN

GARMIN LTD

4.49%

Shares3.0K

Event2026-06-30

Filed2026-08-05

SDY

SPDR SERIES TRUST

-0.67%

Shares4.7K

Event2026-06-30

Filed2026-08-05

CBRE

CBRE GROUP INC

-3.20%

Shares5.3K

Event2026-06-30

Filed2026-08-05

FUMB

FIRST TR EXCH TRADED FD III

15.66%

Shares35.7K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

5.61%

Shares6.7K

Event2026-06-30

Filed2026-08-05

MCO

MOODYS CORP

14.67%

Shares1.6K

Event2026-06-30

Filed2026-08-05

IYF

ISHARES TR

0.07%

Shares5.6K

Event2026-06-30

Filed2026-08-05

DGX

QUEST DIAGNOSTICS INC

-0.12%

Shares3.3K

Event2026-06-30

Filed2026-08-05

VPU

VANGUARD WORLD FD

-11.63%

Shares3.6K

Event2026-06-30

Filed2026-08-05

CALI

BLACKROCK ETF TRUST II

0.00%

Shares14.0K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

12.06%

Shares6.8K

Event2026-06-30

Filed2026-08-05

GENERAL MTRS CO

2.31%

Shares8.9K

Event2026-06-30

Filed2026-08-05

BUXX

EA SERIES TRUST

New

Shares34.2K

Event2026-06-30

Filed2026-08-05

SRE

SEMPRA

12.67%

Shares7.4K

Event2026-06-30

Filed2026-08-05

FTNT

FORTINET INC

-12.10%

Shares4.5K

Event2026-06-30

Filed2026-08-05

FBTC

FIDELITY WISE ORIGIN BITCOIN

-28.51%

Shares13.4K

Event2026-06-30

Filed2026-08-05

HACK

AMPLIFY ETF TR

-12.91%

Shares6.5K

Event2026-06-30

Filed2026-08-05

IJJ

ISHARES TR

-0.26%

Shares4.6K

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

-31.91%

Shares6.8K

Event2026-06-30

Filed2026-08-05

USMV

ISHARES TR

20.97%

Shares7.0K

Event2026-06-30

Filed2026-08-05

MOO

VANECK ETF TRUST

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

FLDR

FIDELITY MERRIMACK STR TR

-9.47%

Shares13.4K

Event2026-06-30

Filed2026-08-05

COHR

COHERENT CORP

23.56%

Shares1.7K

Event2026-06-30

Filed2026-08-05

REALTY INCOME CORP

-17.47%

Shares10.6K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

-10.39%

Shares2.1K

Event2026-06-30

Filed2026-08-05

PSX

PHILLIPS 66

22.00%

Shares3.8K

Event2026-06-30

Filed2026-08-05

BSMS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares26.8K

Event2026-06-30

Filed2026-08-05

CNI

CANADIAN NATL RY CO

-2.14%

Shares5.3K

Event2026-06-30

Filed2026-08-05

POOL CORP

0.83%

Shares2.9K

Event2026-06-30

Filed2026-08-05

SCHI

SCHWAB STRATEGIC TR

9.37%

Shares27.5K

Event2026-06-30

Filed2026-08-05

CTM

CASTELLUM INC

9.85%

Shares863.2K

Event2026-06-30

Filed2026-08-05

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.84%

Shares6.6K

Event2026-06-30

Filed2026-08-05

BSMT

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares27.0K

Event2026-06-30

Filed2026-08-05

XNDU

XANADU QUANTUM TECHNOLO LTD

New

Shares51.0K

Event2026-06-30

Filed2026-08-05

SCYB

SCHWAB STRATEGIC TR

-4.83%

Shares23.5K

Event2026-06-30

Filed2026-08-05

IUSV

ISHARES TR

-2.12%

Shares5.6K

Event2026-06-30

Filed2026-08-05

TSCO

TRACTOR SUPPLY CO

-23.70%

Shares19.4K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

-5.45%

Shares1.9K

Event2026-06-30

Filed2026-08-05

SPHY

SPDR SERIES TRUST

12.57%

Shares25.9K

Event2026-06-30

Filed2026-08-05

IVOV

VANGUARD ADMIRAL FDS INC

0.25%

Shares5.3K

Event2026-06-30

Filed2026-08-05

KMB

KIMBERLY-CLARK CORP

18.04%

Shares5.5K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

2.78%

Shares1.9K

Event2026-06-30

Filed2026-08-05

ARLP

ALLIANCE RESOURCE PARTNERS L

0.14%

Shares25.1K

Event2026-06-30

Filed2026-08-05

BSMU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares27.4K

Event2026-06-30

Filed2026-08-05

JOHNSON CONTROLS INTERNATION

15.04%

Shares4.1K

Event2026-06-30

Filed2026-08-05

DGRW

WISDOMTREE TR

-9.89%

Shares6.2K

Event2026-06-30

Filed2026-08-05

EXC

EXELON CORP

180.15%

Shares12.7K

Event2026-06-30

Filed2026-08-05

SNTH

TIDAL TRUST III

34.56%

Shares19.9K

Event2026-06-30

Filed2026-08-05

IVOG

VANGUARD ADMIRAL FDS INC

-1.01%

Shares4.0K

Event2026-06-30

Filed2026-08-05

REGIONS FINANCIAL CORP NEW

-18.67%

Shares19.5K

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares16.0K

Event2026-06-30

Filed2026-08-05

SONO

SONOS INC

4.47%

Shares43.4K

Event2026-06-30

Filed2026-08-05

STIP

ISHARES TR

0.90%

Shares5.7K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

UNITEDHEALTH GROUP INC Call CallUNITEDHEALTH GROUP INC1.8K sharesnew addition2026-06-302026-08-05

NVIDIA CORPORATION Call CallNVIDIA CORPORATION1.5K shares-25.00%2026-06-302026-08-05

NVDA Call CallNVIDIA CORPORATION1.2K shares100.00%2026-06-302026-08-05

BOEING CO Call CallBOEING CO1.9K sharesnew addition2026-06-302026-08-05

BROADCOM INC Call CallBROADCOM INC300 sharesnew addition2026-06-302026-08-05

ALPHABET INC Call CallALPHABET INC1.9K sharesnew addition2026-06-302026-08-05

CITIGROUP INC Call CallCITIGROUP INC1.8K sharesnew addition2026-06-302026-08-05

UNITEDHEALTH GROUP INC Call

UNITEDHEALTH GROUP INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-05

NVIDIA CORPORATION Call

NVIDIA CORPORATION

-25.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

NVDA Call

NVIDIA CORPORATION

100.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

BOEING CO Call

BOEING CO

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

BROADCOM INC Call

BROADCOM INC

New

Shares300

Event2026-06-30

Filed2026-08-05

ALPHABET INC Call

ALPHABET INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC Call

CITIGROUP INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-05

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T19.8K shares-37.14%2026-06-302026-08-05

SPDR GOLD TR Put PutSPDR GOLD TR3.6K shares0.00%2026-06-302026-08-05

MASTERCARD INCORPORATED Put PutMASTERCARD INCORPORATED1.8K sharesnew addition2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T1.9K shares-88.76%2026-06-302026-08-05

ISHARES SILVER TR Put PutISHARES SILVER TR40.0K shares-5.66%2026-06-302026-08-05

UNITEDHEALTH GROUP INC Put PutUNITEDHEALTH GROUP INC1.6K shares0.00%2026-06-302026-08-05

BRISTOL-MYERS SQUIBB CO Put PutBRISTOL-MYERS SQUIBB CO8.5K shares0.00%2026-06-302026-08-05

AMGEN INC Put PutAMGEN INC1.7K sharesnew addition2026-06-302026-08-05

APPLE INC Put PutAPPLE INC2.0K shares0.00%2026-06-302026-08-05

AMPLIFY ETF TR Put PutAMPLIFY ETF TR40.0K shares-7.19%2026-06-302026-08-05

MICROSOFT CORP Put PutMICROSOFT CORP1.0K shares0.00%2026-06-302026-08-05

VANECK ETF TRUST Put PutVANECK ETF TRUST3.0K shares-9.09%2026-06-302026-08-05

APPLIED OPTOELECTRONICS INC Put PutAPPLIED OPTOELECTRONICS INC1.9K sharesnew addition2026-06-302026-08-05

EW Put PutEDWARDS LIFESCIENCES CORP2.9K shares0.00%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

-37.14%

Shares19.8K

Event2026-06-30

Filed2026-08-05

SPDR GOLD TR Put

SPDR GOLD TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED Put

MASTERCARD INCORPORATED

New

Shares1.8K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

-88.76%

Shares1.9K

Event2026-06-30

Filed2026-08-05

ISHARES SILVER TR Put

ISHARES SILVER TR

-5.66%

Shares40.0K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC Put

UNITEDHEALTH GROUP INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

BRISTOL-MYERS SQUIBB CO Put

BRISTOL-MYERS SQUIBB CO

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

AMGEN INC Put

AMGEN INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

APPLE INC Put

APPLE INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

AMPLIFY ETF TR Put

AMPLIFY ETF TR

-7.19%

Shares40.0K

Event2026-06-30

Filed2026-08-05

MICROSOFT CORP Put

MICROSOFT CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

VANECK ETF TRUST Put

VANECK ETF TRUST

-9.09%

Shares3.0K

Event2026-06-30

Filed2026-08-05

APPLIED OPTOELECTRONICS INC Put

APPLIED OPTOELECTRONICS INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

EW Put

EDWARDS LIFESCIENCES CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-05