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The Analysis of Merit Financial Group, LLC's Holdings & P&L

Currently, Merit Financial Group, LLC holds 2318 types of securities in its portfolio with a total value $16.1B. In the most recent quarter, they have increased their positions in VUG (+4.1M shares, valued at $355.4M), MGK (+3.1M shares, valued at $272.5M), VO (+1.3M shares, valued at $106.0M); decreased their positions in QUAL (-328.7K shares, valued at $72.1M), EFV (-845.9K shares, valued at $64.8M), IAGG (-814.7K shares, valued at $41.2M); initiated new positions in N/A (+1.6M shares, valued at $46.1M), N/A (+844.5K shares, valued at $42.5M), HAP (+146.9K shares, valued at $10.1M).

1M P&L

+430.6M+3.04%

3M P&L

+131.3M+0.91%

HY P&L

-2.7B-15.71%

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/A10.2B

69.9%

2Semiconductors483.1M

3.3%

3Consumer Electronics353.7M

2.4%

Top Industries by Stock Count

1N/A845 stocks

39.3%

2Banks - Regional69 stocks

3.2%

3Software - Application51 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS5.0M shares500.63%2026-06-302026-07-17

IUSG ISHARES TR2.1M shares7.07%2026-06-302026-07-17

AAPL APPLE INC1.2M shares23.81%2026-06-302026-07-17

QLTY GMO ETF TRUST8.4M shares5.91%2026-06-302026-07-17

IUSV ISHARES TR3.0M shares6.74%2026-06-302026-07-17

MGK VANGUARD WORLD FD3.6M shares571.45%2026-06-302026-07-17

DYNF BLACKROCK ETF TRUST4.5M shares34.84%2026-06-302026-07-17

MGV VANGUARD WORLD FD1.7M shares23.61%2026-06-302026-07-17

Sponsored

ISHARES TR ISHARES TR353.5K shares10.03%2026-06-302026-07-17

NVDA NVIDIA CORPORATION1.3M shares13.63%2026-06-302026-07-17

VTV VANGUARD INDEX FDS1.0M shares2.17%2026-06-302026-07-17

CORO BLACKROCK ETF TRUST5.7M shares15.28%2026-06-302026-07-17

MSFT MICROSOFT CORP520.8K shares20.61%2026-06-302026-07-17

VOO VANGUARD INDEX FDS272.4K shares-0.91%2026-06-302026-07-17

SPTI SPDR SERIES TRUST6.4M shares3.88%2026-06-302026-07-17

QQQ INVESCO QQQ TR246.0K shares4.97%2026-06-302026-07-17

Sponsored

AVNM AMERICAN CENTY ETF TR2.2M shares6.38%2026-06-302026-07-17

CWI SPDR INDEX SHS FDS3.8M shares7.53%2026-06-302026-07-17

USTB VICTORY PORTFOLIOS II2.9M shares4.14%2026-06-302026-07-17

GOVT ISHARES TR6.5M shares23.45%2026-06-302026-07-17

VFLO VICTORY PORTFOLIOS II3.2M shares14.24%2026-06-302026-07-17

AMZN AMAZON COM INC610.0K shares21.34%2026-06-302026-07-17

UBND VICTORY PORTFOLIOS II6.6M shares3.55%2026-06-302026-07-17

BINC BLACKROCK ETF TRUST II2.7M shares11.72%2026-06-302026-07-17

Sponsored

IEMG ISHARES INC1.6M shares-12.90%2026-06-302026-07-17

MBB ISHARES TR1.4M shares5.16%2026-06-302026-07-17

VO VANGUARD INDEX FDS1.7M shares366.70%2026-06-302026-07-17

GOOGL ALPHABET INC339.7K shares0.29%2026-06-302026-07-17

BAI BLACKROCK ETF TRUST2.2M shares-10.65%2026-06-302026-07-17

EFV ISHARES TR1.5M shares-35.69%2026-06-302026-07-17

BROADCOM INC BROADCOM INC307.5K shares8.38%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS290.7K shares5.35%2026-06-302026-07-17

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET2.3M shares-1.68%2026-06-302026-07-17

VB VANGUARD INDEX FDS329.4K shares6.14%2026-06-302026-07-17

GOOG ALPHABET INC278.1K shares32.75%2026-06-302026-07-17

MTUM ISHARES TR274.5K shares-20.52%2026-06-302026-07-17

BND VANGUARD BD INDEX FDS1.2M shares19.28%2026-06-302026-07-17

UPS UNITED PARCEL SVCS INC848.6K shares4.11%2026-06-302026-07-17

CGGR CAPITAL GROUP GROWTH ETF1.9M shares1.06%2026-06-302026-07-17

CGDV CAPITAL GROUP DIVIDEND VALUE1.8M shares-1.55%2026-06-302026-07-17

Sponsored

JAAA JANUS DETROIT STR TR1.7M shares2.34%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO245.0K shares37.75%2026-06-302026-07-17

VMBS VANGUARD SCOTTSDALE FDS1.6M shares19.33%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL142.6K shares12.00%2026-06-302026-07-17

SHLD GLOBAL X FDS1.2M shares39.76%2026-06-302026-07-17

EFG ISHARES TR551.3K shares118.99%2026-06-302026-07-17

THRO BLACKROCK ETF TRUST1.6M shares-24.42%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS934.2K shares0.07%2026-06-302026-07-17

Sponsored

SPYG SPDR SERIES TRUST536.8K shares1.31%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC54.9K shares13.31%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T84.0K shares5.86%2026-06-302026-07-17

BIL SPDR SERIES TRUST677.1K shares30.83%2026-06-302026-07-17

SCHG SCHWAB STRATEGIC TR1.8M shares0.84%2026-06-302026-07-17

SCHO SCHWAB STRATEGIC TR2.4M shares18.68%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP416.2K shares8.01%2026-06-302026-07-17

CGCB CAPITAL GRP FIXED INCM ETF T2.1M shares1.79%2026-06-302026-07-17

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T2.5M shares1.08%2026-06-302026-07-17

LLY ELI LILLY & CO45.9K shares5.34%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC96.5K shares0.96%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON209.7K shares-1.81%2026-06-302026-07-17

CAT CATERPILLAR INC49.0K shares5.87%2026-06-302026-07-17

CGSD CAPITAL GRP FIXED INCM ETF T2.0M shares1.18%2026-06-302026-07-17

WMT WALMART INC451.8K shares14.95%2026-06-302026-07-17

TSLA TESLA INC120.8K shares10.50%2026-06-302026-07-17

Sponsored

DFAC DIMENSIONAL ETF TRUST1.1M shares-2.37%2026-06-302026-07-17

SCHD SCHWAB STRATEGIC TR1.5M shares-2.54%2026-06-302026-07-17

VYM VANGUARD WHITEHALL FDS295.0K shares1.40%2026-06-302026-07-17

CGMM CAPITAL GROUP EQUITY ETF TR1.4M shares0.24%2026-06-302026-07-17

BLACKROCK ETF TRUST BLACKROCK ETF TRUST1.6M sharesnew addition2026-06-302026-07-17

APPLIED MATLS INC APPLIED MATLS INC63.2K shares61.04%2026-06-302026-07-17

PG PROCTER & GAMBLE CO303.4K shares6.57%2026-06-302026-07-17

ISHARES TR ISHARES TR451.9K shares-16.55%2026-06-302026-07-17

Sponsored

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II844.5K sharesnew addition2026-06-302026-07-17

CGIC CAPITAL GROUP INTERNATIONAL1.2M shares2.99%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION44.9K shares6.77%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC68.8K shares3.85%2026-06-302026-07-17

FTLS FIRST TR EXCH TRADED FD III528.3K shares25.96%2026-06-302026-07-17

MUB ISHARES TR359.5K shares40.47%2026-06-302026-07-17

SPDR SERIES TRUST SPDR SERIES TRUST432.8K shares-0.03%2026-06-302026-07-17

QUAL ISHARES TR173.2K shares-65.50%2026-06-302026-07-17

Sponsored

IJR ISHARES TR249.8K shares-0.67%2026-06-302026-07-17

SEIM SEI EXCHANGE TRADED FUNDS652.8K shares13.46%2026-06-302026-07-17

HD HOME DEPOT INC100.9K shares24.08%2026-06-302026-07-17

VTEB VANGUARD MUN BD FDS694.4K shares25.15%2026-06-302026-07-17

SUB ISHARES TR323.1K shares33.77%2026-06-302026-07-17

IAU ISHARES GOLD TR448.2K shares-24.79%2026-06-302026-07-17

VISA INC VISA INC96.0K shares5.02%2026-06-302026-07-17

LRCX LAM RESEARCH CORP75.3K shares-32.88%2026-06-302026-07-17

Sponsored

IVW ISHARES TR236.7K shares-1.54%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC276.0K shares15.13%2026-06-302026-07-17

GE GE AEROSPACE86.2K shares1.76%2026-06-302026-07-17

QQQI NEOS ETF TRUST558.9K shares0.93%2026-06-302026-07-17

SCHA SCHWAB STRATEGIC TR875.0K shares25.32%2026-06-302026-07-17

VBR VANGUARD INDEX FDS127.2K shares-10.03%2026-06-302026-07-17

CVX CHEVRON CORPORATION185.1K shares20.34%2026-06-302026-07-17

SCHV SCHWAB STRATEGIC TR880.3K shares9.39%2026-06-302026-07-17

Sponsored

MINT PIMCO ETF TR302.7K shares476.72%2026-06-302026-07-17

VOOG VANGUARD ADMIRAL FDS INC369.3K shares487.80%2026-06-302026-07-17

CGUI CAPITAL GRP FIXED INCM ETF T1.2M shares2.08%2026-06-302026-07-17

KO COCA COLA CO353.7K shares2.35%2026-06-302026-07-17

CGIE CAPITAL GROUP INTERNATIONAL778.3K shares0.96%2026-06-302026-07-17

BNDX VANGUARD CHARLOTTE FDS590.6K shares32.28%2026-06-302026-07-17

IWY ISHARES TR97.0K shares-2.54%2026-06-302026-07-17

IGEB ISHARES TR620.2K shares17.98%2026-06-302026-07-17

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI759.8K shares308.37%2026-06-302026-07-17

ABBVIE INC ABBVIE INC108.7K shares3.57%2026-06-302026-07-17

SMH VANECK ETF TRUST41.3K shares-0.65%2026-06-302026-07-17

USFR WISDOMTREE TR537.6K shares41.13%2026-06-302026-07-17

XLK SELECT SECTOR SPDR TR142.0K shares-1.47%2026-06-302026-07-17

MRK MERCK & CO INC209.3K shares6.32%2026-06-302026-07-17

ANET ARISTA NETWORKS INC158.2K shares-8.46%2026-06-302026-07-17

SPIB SPDR SERIES TRUST803.0K shares6.88%2026-06-302026-07-17

Sponsored

INTC INTEL CORP192.1K shares-12.01%2026-06-302026-07-17

VBK VANGUARD INDEX FDS72.4K shares-9.17%2026-06-302026-07-17

KLAC KLA CORP87.4K shares891.03%2026-06-302026-07-17

BFC BANK FIRST CORP174.0K shares-1.52%2026-06-302026-07-17

MO ALTRIA GROUP INC348.3K shares3.77%2026-06-302026-07-17

TLT ISHARES TR289.5K shares100.27%2026-06-302026-07-17

RWL INVESCO EXCH TRADED FD TR II193.5K shares2.52%2026-06-302026-07-17

SPDW SPDR INDEX SHS FDS484.4K shares0.93%2026-06-302026-07-17

Sponsored

AVUV AMERICAN CENTY ETF TR195.6K shares44.12%2026-06-302026-07-17

RSP INVESCO EXCHANGE TRADED FD T114.3K shares30.95%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION123.9K shares2.16%2026-06-302026-07-17

PM PHILIP MORRIS INTL INC129.2K shares-3.37%2026-06-302026-07-17

ACWX ISHARES TR301.4K shares-4.90%2026-06-302026-07-17

IUSB ISHARES TR491.5K shares18.11%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC22.1K shares1.99%2026-06-302026-07-17

BMY BRISTOL-MYERS SQUIBB CO387.2K shares5.04%2026-06-302026-07-17

Sponsored

MS MORGAN STANLEY106.4K shares6.19%2026-06-302026-07-17

TXN TEXAS INSTRS INC74.3K shares4.48%2026-06-302026-07-17

EEM ISHARES TR321.6K shares18.00%2026-06-302026-07-17

OILK PROSHARES TR457.1K shares1329.00%2026-06-302026-07-17

IWF ISHARES TR174.1K shares239.15%2026-06-302026-07-17

GEV GE VERNOVA INC18.4K shares6.30%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC44.5K shares-0.20%2026-06-302026-07-17

IYW ISHARES TR83.6K shares-1.17%2026-06-302026-07-17

Sponsored

RDVI FIRST TR EXCHANGE-TRADED FD713.8K shares-2.09%2026-06-302026-07-17

CGNG CAPITAL GROUP NEW GEOGRAPHY557.3K shares5.20%2026-06-302026-07-17

FAST FASTENAL CO434.5K shares-22.86%2026-06-302026-07-17

VGT VANGUARD WORLD FD174.0K shares670.86%2026-06-302026-07-17

SCHX SCHWAB STRATEGIC TR705.3K shares-5.87%2026-06-302026-07-17

IVE ISHARES TR91.0K shares-10.28%2026-06-302026-07-17

SPYI NEOS ETF TRUST387.9K shares1.70%2026-06-302026-07-17

QDVO AMPLIFY ETF TR689.8K shares0.32%2026-06-302026-07-17

Sponsored

NETFLIX INC. NETFLIX INC.282.7K shares43.04%2026-06-302026-07-17

SCHF SCHWAB STRATEGIC TR714.0K shares54.50%2026-06-302026-07-17

LQD ISHARES TR181.2K shares8.52%2026-06-302026-07-17

DIVO AMPLIFY ETF TR432.1K shares0.74%2026-06-302026-07-17

SHOP SHOPIFY INC170.9K shares338.59%2026-06-302026-07-17

OMAH TIDAL TRUST III1.1M shares2.68%2026-06-302026-07-17

SPEM SPDR INDEX SHS FDS370.8K shares13.69%2026-06-302026-07-17

VIG VANGUARD SPECIALIZED FUNDS81.1K shares-2.44%2026-06-302026-07-17

Sponsored

XLF SELECT SECTOR SPDR TR356.9K shares6.03%2026-06-302026-07-17

PEP PEPSICO INC138.6K shares-3.36%2026-06-302026-07-17

SPSM SPDR SERIES TRUST325.4K shares-0.31%2026-06-302026-07-17

ILF ISHARES TR552.2K shares29.12%2026-06-302026-07-17

PNC PNC FINL SVCS GROUP INC74.5K shares30.91%2026-06-302026-07-17

OEF ISHARES TR50.0K shares-4.84%2026-06-302026-07-17

ISHARES TR ISHARES TR181.1K shares4.34%2026-06-302026-07-17

DFIV DIMENSIONAL ETF TRUST331.1K shares14.46%2026-06-302026-07-17

Sponsored

USMV ISHARES TR183.7K shares5.92%2026-06-302026-07-17

FMDE FIDELITY COVINGTON TRUST435.3K shares11.28%2026-06-302026-07-17

CHUBB LIMITED CHUBB LIMITED51.4K shares2.32%2026-06-302026-07-17

MASTERCARD INCORPORATED MASTERCARD INCORPORATED34.0K shares-2.09%2026-06-302026-07-17

IWM ISHARES TR58.0K shares-17.91%2026-06-302026-07-17

BAC BANK OF AMER CORP303.2K shares7.51%2026-06-302026-07-17

WDC WESTERN DIGITAL CORP26.6K shares-5.25%2026-06-302026-07-17

VOOV VANGUARD ADMIRAL FDS INC77.0K shares-0.09%2026-06-302026-07-17

Sponsored

CMI CUMMINS INC23.6K shares2.33%2026-06-302026-07-17

DELL DELL TECHNOLOGIES INC39.1K shares144.88%2026-06-302026-07-17

ORACLE CORP ORACLE CORP113.7K shares36.51%2026-06-302026-07-17

ITOT ISHARES TR101.3K shares0.03%2026-06-302026-07-17

FVAL FIDELITY COVINGTON TRUST211.2K shares-6.83%2026-06-302026-07-17

QQQM INVESCO EXCH TRADED FD TR II53.4K shares11.03%2026-06-302026-07-17

IUS INVESCO EXCH TRD SLF IDX FD246.5K shares0.67%2026-06-302026-07-17

VLUE ISHARES TR80.7K shares597.33%2026-06-302026-07-17

Sponsored

MCK MCKESSON CORP21.2K shares-3.74%2026-06-302026-07-17

AXP AMERICAN EXPRESS CO47.3K shares0.75%2026-06-302026-07-17

IBTH ISHARES TR712.4K shares-40.02%2026-06-302026-07-17

FTI TECHNIPFMC PLC239.7K shares181.31%2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC136.0K shares-17.96%2026-06-302026-07-17

FTNT FORTINET INC103.1K shares-37.71%2026-06-302026-07-17

ETN EATON CORP PLC37.1K shares1.11%2026-06-302026-07-17

EXPE EXPEDIA GROUP INC61.5K shares19.49%2026-06-302026-07-17

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL21 shares0.00%2026-06-302026-07-17

JPIE J P MORGAN EXCHANGE TRADED F340.0K shares4.30%2026-06-302026-07-17

PTLC PACER FDS TR267.3K shares-41.67%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS55.2K shares6.60%2026-06-302026-07-17

PVAL PUTNAM ETF TRUST304.5K shares41.59%2026-06-302026-07-17

DBMF LITMAN GREGORY FDS TR504.7K shares25.48%2026-06-302026-07-17

RDVY FIRST TR EXCHANGE TRADED FD188.1K shares-11.49%2026-06-302026-07-17

FLOT ISHARES TR296.6K shares4.46%2026-06-302026-07-17

Sponsored

XLE SELECT SECTOR SPDR TR285.0K shares1.29%2026-06-302026-07-17

C CITIGROUP INC107.9K shares7.06%2026-06-302026-07-17

LAMR LAMAR ADVERTISING CO96.5K shares1243.10%2026-06-302026-07-17

XLY SELECT SECTOR SPDR TR128.3K shares42.79%2026-06-302026-07-17

GLW CORNING INC58.4K shares22.81%2026-06-302026-07-17

IWC ISHARES TR73.3K shares70.10%2026-06-302026-07-17

VWOB VANGUARD WHITEHALL FDS215.9K shares17.56%2026-06-302026-07-17

IDEV ISHARES TR162.7K shares25.45%2026-06-302026-07-17

Sponsored

ETFS GOLD TR ETFS GOLD TR369.0K shares2.02%2026-06-302026-07-17

VTEI VANGUARD MUN BD FDS139.6K shares59.09%2026-06-302026-07-17

TJX TJX COS INC NEW92.3K shares4.35%2026-06-302026-07-17

GLD SPDR GOLD TR37.6K shares-0.92%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC40.1K shares6.69%2026-06-302026-07-17

GD GENERAL DYNAMICS CORP38.3K shares-9.77%2026-06-302026-07-17

ADI ANALOG DEVICES INC34.1K shares5.31%2026-06-302026-07-17

FNDX SCHWAB STRATEGIC TR432.7K shares-42.32%2026-06-302026-07-17

Sponsored

FIX COMFORT SYS USA INC6.7K shares-1.06%2026-06-302026-07-17

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC31.6K shares22.46%2026-06-302026-07-17

EFAV ISHARES TR149.0K shares15.11%2026-06-302026-07-17

XMHQ INVESCO EXCHANGE TRADED FD T114.9K shares2.40%2026-06-302026-07-17

UNP UNION PAC CORP47.6K shares-7.82%2026-06-302026-07-17

VWO VANGUARD INTL EQUITY INDEX F215.4K shares-2.52%2026-06-302026-07-17

IBTJ ISHARES TR588.3K shares3155.09%2026-06-302026-07-17

T AT&T INC605.5K shares10.70%2026-06-302026-07-17

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD138.7K shares2.13%2026-06-302026-07-17

BLK BLACKROCK INC12.9K shares-19.21%2026-06-302026-07-17

BK BANK OF NY MELLON CORP85.5K shares3.54%2026-06-302026-07-17

ICSH ISHARES TR244.0K shares2.56%2026-06-302026-07-17

LIN LINDE PLC23.6K shares25.50%2026-06-302026-07-17

MCD MCDONALDS CORP45.2K shares-11.81%2026-06-302026-07-17

VRT VERTIV HOLDINGS CO36.1K shares55.49%2026-06-302026-07-17

CGBL CAPITAL GROUP CORE BALANCED318.2K shares9.56%2026-06-302026-07-17

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD89.9K shares11.41%2026-06-302026-07-17

XAR SPDR SERIES TRUST41.9K shares-2.43%2026-06-302026-07-17

IWB ISHARES TR28.8K shares-0.02%2026-06-302026-07-17

FVD FIRST TR EXCHANGE-TRADED FD245.0K shares-9.69%2026-06-302026-07-17

VTIP VANGUARD MALVERN FDS233.1K shares30.43%2026-06-302026-07-17

SEIV SEI EXCHANGE TRADED FUNDS243.8K shares38.16%2026-06-302026-07-17

INMU BLACKROCK ETF TRUST II481.2K shares90.26%2026-06-302026-07-17

SRLN SSGA ACTIVE ETF TR282.2K shares37.62%2026-06-302026-07-17

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BA BOEING CO52.4K shares18.97%2026-06-302026-07-17

WFC WELLS FARGO & CO137.0K shares-18.79%2026-06-302026-07-17

AMGN AMGEN INC31.2K shares11.42%2026-06-302026-07-17

SNPS SYNOPSYS INC25.2K shares15.52%2026-06-302026-07-17

MDYG SPDR SERIES TRUST100.2K shares3.92%2026-06-302026-07-17

RY ROYAL BK CDA54.1K shares-0.81%2026-06-302026-07-17

TMO THERMO FISHER SCIENTIFIC INC22.0K shares47.91%2026-06-302026-07-17

ITW ILLINOIS TOOL WKS INC40.7K shares4.38%2026-06-302026-07-17

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SOUTHERN CO SOUTHERN CO114.3K shares11.05%2026-06-302026-07-17

VV VANGUARD INDEX FDS31.7K shares4.91%2026-06-302026-07-17

SPYV SPDR SERIES TRUST179.4K shares-10.02%2026-06-302026-07-17

DBEF DBX ETF TR198.7K shares-28.13%2026-06-302026-07-17

IJS ISHARES TR78.7K shares-18.20%2026-06-302026-07-17

AEP AMERICAN ELEC PWR CO INC77.8K shares0.67%2026-06-302026-07-17

NOC NORTHROP GRUMMAN CORP20.8K shares53.76%2026-06-302026-07-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL10.8K shares62.10%2026-06-302026-07-17

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VOD VODAFONE GROUP PLC788.6K shares7003.02%2026-06-302026-07-17

ITA ISHARES TR43.0K shares-0.40%2026-06-302026-07-17

NEXTERA ENERGY INC NEXTERA ENERGY INC117.9K shares31.64%2026-06-302026-07-17

APH AMPHENOL CORP58.2K shares-4.67%2026-06-302026-07-17

XMLV INVESCO EXCH TRADED FD TR II152.1K shares5.22%2026-06-302026-07-17

HAP VANECK ETF TRUST146.9K sharesnew addition2026-06-302026-07-17

SOXX ISHARES TR15.7K shares8.65%2026-06-302026-07-17

BTT BLACKROCK MUN TARGET TERM TR441.0K shares-0.35%2026-06-302026-07-17

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S&P GLOBAL INC S&P GLOBAL INC24.5K shares-22.13%2026-06-302026-07-17

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION67.8K shares8.69%2026-06-302026-07-17

VXUS VANGUARD STAR FDS115.4K shares13.94%2026-06-302026-07-17

VHT VANGUARD WORLD FD33.0K shares0.04%2026-06-302026-07-17

IBIT ISHARES BITCOIN TRUST ETF293.0K shares56.74%2026-06-302026-07-17

SJNK SPDR SERIES TRUST386.4K shares1.53%2026-06-302026-07-17

SBUX STARBUCKS CORP93.9K shares9.98%2026-06-302026-07-17

CGIB CAPITAL GRP FIXED INCM ETF T373.7K shares2.19%2026-06-302026-07-17

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NVR NVR INC1.4K shares3675.68%2026-06-302026-07-17

LOW LOWES COS INC43.0K shares-6.34%2026-06-302026-07-17

IJH ISHARES TR123.0K shares-3.02%2026-06-302026-07-17

PLD PROLOGIS INC.70.0K shares108.60%2026-06-302026-07-17

LMT LOCKHEED MARTIN CORP18.4K shares-15.05%2026-06-302026-07-17

SPHQ INVESCO EXCHANGE TRADED FD T103.9K shares-0.71%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING IN41.5K shares14.65%2026-06-302026-07-17

IBDS ISHARES TR381.3K shares7.61%2026-06-302026-07-17

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SHYG ISHARES TR215.5K shares5.53%2026-06-302026-07-17

WEC WEC ENERGY GROUP INC78.2K shares3.45%2026-06-302026-07-17

AVEM AMERICAN CENTY ETF TR94.4K shares2.43%2026-06-302026-07-17

SYSB ISHARES TR101.3K shares27.17%2026-06-302026-07-17

SPHY SPDR SERIES TRUST380.9K shares14.15%2026-06-302026-07-17

VT VANGUARD INTL EQUITY INDEX F56.8K shares0.53%2026-06-302026-07-17

BIV VANGUARD BD INDEX FDS116.2K shares6.78%2026-06-302026-07-17

DUK DUKE ENERGY CORP NEW70.4K shares15.72%2026-06-302026-07-17

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FTCS FIRST TR EXCHANGE-TRADED FD94.8K shares-13.50%2026-06-302026-07-17

JEPI J P MORGAN EXCHANGE TRADED F157.7K shares-10.96%2026-06-302026-07-17

VZ VERIZON COMMUNICATIONS INC210.3K shares6.37%2026-06-302026-07-17

COP CONOCOPHILLIPS85.6K shares3.74%2026-06-302026-07-17

XLI SELECT SECTOR SPDR TR47.9K shares-1.16%2026-06-302026-07-17

GM GENERAL MTRS CO114.4K shares0.85%2026-06-302026-07-17

ASML ASML HLDG NV4.3K shares0.56%2026-06-302026-07-17

TMUS T-MOBILE US INC51.3K shares21.95%2026-06-302026-07-17

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AHR AMERICAN HEALTHCARE REIT INC164.9K shares-1.86%2026-06-302026-07-17

SPMO INVESCO EXCH TRADED FD TR II53.1K shares7.41%2026-06-302026-07-17

VYMI VANGUARD WHITEHALL FDS87.0K shares-6.70%2026-06-302026-07-17

USIG ISHARES TR166.3K shares-53.33%2026-06-302026-07-17

DE DEERE & CO13.4K shares-3.94%2026-06-302026-07-17

ESGU ISHARES TR51.7K shares4.44%2026-06-302026-07-17

CNC CENTENE CORP DEL131.8K shares-10.07%2026-06-302026-07-17

DFIC DIMENSIONAL ETF TRUST226.4K shares-1.63%2026-06-302026-07-17

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DIA STATE STR SPDR DOW JONES IND16.0K shares-14.77%2026-06-302026-07-17

HYD VANECK ETF TRUST162.1K shares8.48%2026-06-302026-07-17

IBDT ISHARES TR327.6K shares14.18%2026-06-302026-07-17

HIMU BLACKROCK ETF TRUST II165.7K shares47.06%2026-06-302026-07-17

BKDV BNY MELLON ETF TRUST II245.0K shares0.34%2026-06-302026-07-17

SYK STRYKER CORPORATION25.9K shares0.47%2026-06-302026-07-17

AVDV AMERICAN CENTY ETF TR78.7K shares-3.44%2026-06-302026-07-17

FDVV FIDELITY COVINGTON TRUST134.0K shares20.12%2026-06-302026-07-17

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MRVL MARVELL TECHNOLOGY INC27.1K shares22.91%2026-06-302026-07-17

QCOM QUALCOMM INC43.6K shares-58.84%2026-06-302026-07-17

ILCB ISHARES TR77.6K shares6.05%2026-06-302026-07-17

SNDK SANDISK CORP3.5K shares-18.94%2026-06-302026-07-17

WELL WELLTOWER INC34.7K shares3.04%2026-06-302026-07-17

IBDR ISHARES TR323.7K shares5.70%2026-06-302026-07-17

VOX VANGUARD WORLD FD42.6K shares22.98%2026-06-302026-07-17

DFUV DIMENSIONAL ETF TRUST142.0K shares20.66%2026-06-302026-07-17

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SEIQ SEI EXCHANGE TRADED FUNDS197.6K shares34.95%2026-06-302026-07-17

HOLA J P MORGAN EXCHANGE TRADED F140.0K shares-10.53%2026-06-302026-07-17

NIC NICOLET BANKSHARES INC46.9K shares-0.37%2026-06-302026-07-17

DAL DELTA AIR LINES INC82.5K shares-1.10%2026-06-302026-07-17

IWL ISHARES TR41.7K shares1.09%2026-06-302026-07-17

COWZ PACER FDS TR123.7K shares-20.47%2026-06-302026-07-17

EIX EDISON INTL102.6K shares2.71%2026-06-302026-07-17

AFL AFLAC INC64.8K shares1.09%2026-06-302026-07-17

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CGMS CAPITAL GRP FIXED INCM ETF T277.7K shares14.57%2026-06-302026-07-17

VOE VANGUARD INDEX FDS38.2K shares-1.14%2026-06-302026-07-17

ARES CAPITAL CORP ARES CAPITAL CORP406.9K shares2.13%2026-06-302026-07-17

SIVR ABRDN SILVER ETF TRUST134.0K shares-6.53%2026-06-302026-07-17

SCHM SCHWAB STRATEGIC TR203.1K shares-0.86%2026-06-302026-07-17

VANECK ETF TRUST VANECK ETF TRUST99.0K shares1466.86%2026-06-302026-07-17

BKLN INVESCO EXCH TRADED FD TR II364.6K shares76.65%2026-06-302026-07-17

XLB SELECT SECTOR SPDR TR145.9K shares-0.99%2026-06-302026-07-17

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EQWL INVESCO EXCHANGE TRADED FD T56.5K shares5.26%2026-06-302026-07-17

CGDG CAPITAL GROUP DIVIDEND GROWE193.7K shares-4.09%2026-06-302026-07-17

GILD GILEAD SCIENCES INC57.5K shares-5.62%2026-06-302026-07-17

VONG VANGUARD SCOTTSDALE FDS56.8K shares-53.61%2026-06-302026-07-17

COF CAPITAL ONE FINL CORP36.1K shares32.86%2026-06-302026-07-17

VXF VANGUARD INDEX FDS29.2K shares-3.36%2026-06-302026-07-17

PSX PHILLIPS 6642.1K shares17.72%2026-06-302026-07-17

IWP ISHARES TR48.4K shares50.88%2026-06-302026-07-17

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HYMB SPDR SERIES TRUST278.0K shares13.37%2026-06-302026-07-17

ABT ABBOTT LABORATORIES77.8K shares21.99%2026-06-302026-07-17

ORLY OREILLY AUTOMOTIVE INC75.3K shares85.25%2026-06-302026-07-17

VCIT VANGUARD SCOTTSDALE FDS83.5K shares25.18%2026-06-302026-07-17

JMUB J P MORGAN EXCHANGE TRADED F135.8K shares0.40%2026-06-302026-07-17

QUANTA SVCS INC QUANTA SVCS INC9.5K shares189.20%2026-06-302026-07-17

WMB WILLIAMS COS INC91.7K shares0.44%2026-06-302026-07-17

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC20.5K shares6.52%2026-06-302026-07-17

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FREEPORT MCMORAN INC FREEPORT MCMORAN INC106.5K shares12.96%2026-06-302026-07-17

CVS CVS HEALTH CORP64.5K shares4.08%2026-06-302026-07-17

FDX FEDEX CORP21.3K shares4.05%2026-06-302026-07-17

BX BLACKSTONE INC56.5K shares0.87%2026-06-302026-07-17

ILCG ISHARES TR56.7K shares4.51%2026-06-302026-07-17

DISV DIMENSIONAL ETF TRUST165.1K shares23.45%2026-06-302026-07-17

VEEV VEEVA SYS INC37.3K shares-21.24%2026-06-302026-07-17

LNT ALLIANT ENERGY CORP86.7K shares18.26%2026-06-302026-07-17

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QALT SEI EXCHANGE TRADED FUNDS248.3K shares2.02%2026-06-302026-07-17

BSV VANGUARD BD INDEX FDS84.2K shares-9.60%2026-06-302026-07-17

PFE PFIZER INC272.1K shares8.21%2026-06-302026-07-17

VLO VALERO ENERGY CORP25.1K shares26.15%2026-06-302026-07-17

MDY STATE STR SPDR S&P MIDCAP 409.3K shares-9.23%2026-06-302026-07-17

VOT VANGUARD INDEX FDS21.3K shares-1.67%2026-06-302026-07-17

SCHW SCHWAB CHARLES CORP70.3K shares-4.14%2026-06-302026-07-17

CDNS CADENCE DESIGN SYSTEM INC17.2K shares45.57%2026-06-302026-07-17

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FESM FIDELITY COVINGTON TRUST133.8K shares237.96%2026-06-302026-07-17

PCG PG&E CORP383.9K shares-2.24%2026-06-302026-07-17

FLRN SPDR SERIES TRUST208.9K shares5.12%2026-06-302026-07-17

DIHP DIMENSIONAL ETF TRUST188.5K shares23.21%2026-06-302026-07-17

DIS DISNEY WALT CO66.5K shares-3.53%2026-06-302026-07-17

JQUA J P MORGAN EXCHANGE TRADED F87.5K shares-31.94%2026-06-302026-07-17

SDY SPDR SERIES TRUST41.6K shares-8.77%2026-06-302026-07-17

HONEYWELL INTL INC HONEYWELL INTL INC28.2K sharesnew addition2026-06-302026-07-17

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XLC SELECT SECTOR SPDR TR58.3K shares-24.92%2026-06-302026-07-17

BSX BOSTON SCIENTIFIC CORP142.9K shares-3.27%2026-06-302026-07-17

DGRW WISDOMTREE TR63.8K shares-28.44%2026-06-302026-07-17

JPST J P MORGAN EXCHANGE TRADED F120.1K shares-46.51%2026-06-302026-07-17

VRTX VERTEX PHARMACEUTICALS INC12.2K shares18.22%2026-06-302026-07-17

IBDU ISHARES TR261.7K shares26.02%2026-06-302026-07-17

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VFH VANGUARD WORLD FD46.0K shares-0.18%2026-06-302026-07-17

VNQ VANGUARD INDEX FDS62.4K shares-4.59%2026-06-302026-07-17

IWD ISHARES TR24.8K shares-0.43%2026-06-302026-07-17

ADOBE INC ADOBE INC29.1K shares-17.97%2026-06-302026-07-17

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC26.9K sharesnew addition2026-06-302026-07-17

XLV SELECT SECTOR SPDR TR37.3K shares-23.12%2026-06-302026-07-17

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC7.8K shares20.02%2026-06-302026-07-17

DOMINION ENERGY INC DOMINION ENERGY INC85.3K shares148.56%2026-06-302026-07-17

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NEM NEWMONT CORP62.3K shares-2.78%2026-06-302026-07-17

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VIK VIKING HOLDINGS LTD55.4K shares7.86%2026-06-302026-07-17

EMXC ISHARES INC56.7K shares-7.54%2026-06-302026-07-17

VGIT VANGUARD SCOTTSDALE FDS98.0K shares37.35%2026-06-302026-07-17

MEAR ISHARES U S ETF TR113.8K shares4.61%2026-06-302026-07-17

INCY INCYTE CORP50.6K shares2.17%2026-06-302026-07-17

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HWM HOWMET AEROSPACE INC20.6K shares-0.59%2026-06-302026-07-17

ROST ROSS STORES INC26.0K shares25.61%2026-06-302026-07-17

SPTS SPDR SERIES TRUST189.5K shares-19.11%2026-06-302026-07-17

DGRO ISHARES TR72.4K shares-14.01%2026-06-302026-07-17

JBHT HUNT J B TRANS SVCS INC18.9K shares7.15%2026-06-302026-07-17

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SCHZ SCHWAB STRATEGIC TR236.3K shares-12.11%2026-06-302026-07-17

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NVS NOVARTIS AG34.8K shares3.25%2026-06-302026-07-17

PH PARKER-HANNIFIN CORP5.6K shares-8.62%2026-06-302026-07-17

MAR MARRIOTT INTL INC NEW14.6K shares-0.61%2026-06-302026-07-17

FELG FIDELITY COVINGTON TRUST123.9K shares-4.32%2026-06-302026-07-17

GWW WW GRAINGER INC4.0K shares36.29%2026-06-302026-07-17

GRID FIRST TR EXCHANGE-TRADED FD28.0K shares39.49%2026-06-302026-07-17

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IMCG ISHARES TR54.3K shares-0.40%2026-06-302026-07-17

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EME EMCOR GROUP INC6.4K shares6.53%2026-06-302026-07-17

ABNB AIRBNB INC37.2K shares-9.98%2026-06-302026-07-17

PTF INVESCO EXCHANGE TRADED FD T38.5K shares-1.46%2026-06-302026-07-17

VFMO VANGUARD WELLINGTON FD21.0K shares-20.87%2026-06-302026-07-17

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IGV ISHARES TR57.4K shares54.04%2026-06-302026-07-17

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HLT HILTON WORLDWIDE HLDGS INC15.5K shares10.99%2026-06-302026-07-17

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP30.0K sharesnew addition2026-06-302026-07-17

BKNG BOOKING HOLDINGS INC28.7K shares1663.80%2026-06-302026-07-17

IDEF BLACKROCK ETF TRUST160.2K shares26.12%2026-06-302026-07-17

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FNDF SCHWAB STRATEGIC TR96.2K shares-5.01%2026-06-302026-07-17

MEDTRONIC PLC MEDTRONIC PLC64.7K shares2.90%2026-06-302026-07-17

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CGGE CAPITAL GROUP GLOBAL EQUITY142.7K shares-4.17%2026-06-302026-07-17

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CFG CITIZENS FINL GROUP INC70.6K shares7.95%2026-06-302026-07-17

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TFC TRUIST FINL CORP98.9K shares10.93%2026-06-302026-07-17

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IHF ISHARES TR84.8K shares-0.04%2026-06-302026-07-17

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USB US BANCORP76.2K shares-0.52%2026-06-302026-07-17

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EVSD MORGAN STANLEY ETF TRUST85.7K shares3.86%2026-06-302026-07-17

SNOWFLAKE INC SNOWFLAKE INC17.1K shares-4.78%2026-06-302026-07-17

3M CO 3M CO26.8K shares-1.98%2026-06-302026-07-17

IGBH ISHARES U S ETF TR175.3K shares26.21%2026-06-302026-07-17

Sponsored

NSC NORFOLK SOUTHN CORP13.6K shares4.99%2026-06-302026-07-17

PHM PULTE GROUP INC31.2K shares9.20%2026-06-302026-07-17

PAAA PGIM ETF TR83.1K shares13.03%2026-06-302026-07-17

ISRG INTUITIVE SURGICAL INC10.7K shares1.91%2026-06-302026-07-17

NEA NUVEEN AMT FREE QLTY MUN INC362.2K shares0.07%2026-06-302026-07-17

TGT TARGET CORP32.5K shares9.73%2026-06-302026-07-17

SCHB SCHWAB STRATEGIC TR146.1K shares-4.04%2026-06-302026-07-17

EMLC VANECK ETF TRUST165.3K shares-5.33%2026-06-302026-07-17

Sponsored

IWN ISHARES TR19.1K shares-0.32%2026-06-302026-07-17

XMMO INVESCO EXCHANGE TRADED FD T24.8K shares-0.79%2026-06-302026-07-17

DSI ISHARES TR29.5K shares0.92%2026-06-302026-07-17

CARR CARRIER GLOBAL CORPORATION57.3K shares0.50%2026-06-302026-07-17

ILMN ILLUMINA INC23.5K shares-4.96%2026-06-302026-07-17

TT TRANE TECHNOLOGIES PLC8.3K shares20.67%2026-06-302026-07-17

TCAF T ROWE PRICE EXCHANGE-TRADED98.8K shares-7.10%2026-06-302026-07-17

CGGO CAPITAL GROUP GBL GROWTH EQT95.3K shares2.50%2026-06-302026-07-17

Sponsored

HYG ISHARES TR50.4K shares-3.63%2026-06-302026-07-17

TPR TAPESTRY INC27.2K shares-5.21%2026-06-302026-07-17

KEYS KEYSIGHT TECHNOLOGIES INC11.3K shares31.19%2026-06-302026-07-17

IYG ISHARES TR43.8K shares-2.72%2026-06-302026-07-17

DTE DTE ENERGY CO25.9K shares55.36%2026-06-302026-07-17

MOH MOLINA HEALTHCARE INC17.2K shares31.07%2026-06-302026-07-17

VTR VENTAS INC44.2K shares2.50%2026-06-302026-07-17

CEG CONSTELLATION ENERGY CORP15.7K shares6.98%2026-06-302026-07-17

Sponsored

VRSN VERISIGN INC15.5K shares13.98%2026-06-302026-07-17

IEF ISHARES TR40.7K shares463.46%2026-06-302026-07-17

UGA UNITED STS GASOLINE FD LP37.3K shares-21.49%2026-06-302026-07-17

DEHP DIMENSIONAL ETF TRUST89.8K shares19.05%2026-06-302026-07-17

VUG

VANGUARD INDEX FDS

500.63%

Shares5.0M

Event2026-06-30

Filed2026-07-17

IUSG

ISHARES TR

7.07%

Shares2.1M

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

23.81%

Shares1.2M

Event2026-06-30

Filed2026-07-17

QLTY

GMO ETF TRUST

5.91%

Shares8.4M

Event2026-06-30

Filed2026-07-17

IUSV

ISHARES TR

6.74%

Shares3.0M

Event2026-06-30

Filed2026-07-17

MGK

VANGUARD WORLD FD

571.45%

Shares3.6M

Event2026-06-30

Filed2026-07-17

DYNF

BLACKROCK ETF TRUST

34.84%

Shares4.5M

Event2026-06-30

Filed2026-07-17

MGV

VANGUARD WORLD FD

23.61%

Shares1.7M

Event2026-06-30

Filed2026-07-17

ISHARES TR

10.03%

Shares353.5K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

13.63%

Shares1.3M

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

2.17%

Shares1.0M

Event2026-06-30

Filed2026-07-17

CORO

BLACKROCK ETF TRUST

15.28%

Shares5.7M

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

20.61%

Shares520.8K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

-0.91%

Shares272.4K

Event2026-06-30

Filed2026-07-17

SPTI

SPDR SERIES TRUST

3.88%

Shares6.4M

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

4.97%

Shares246.0K

Event2026-06-30

Filed2026-07-17

AVNM

AMERICAN CENTY ETF TR

6.38%

Shares2.2M

Event2026-06-30

Filed2026-07-17

CWI

SPDR INDEX SHS FDS

7.53%

Shares3.8M

Event2026-06-30

Filed2026-07-17

USTB

VICTORY PORTFOLIOS II

4.14%

Shares2.9M

Event2026-06-30

Filed2026-07-17

GOVT

ISHARES TR

23.45%

Shares6.5M

Event2026-06-30

Filed2026-07-17

VFLO

VICTORY PORTFOLIOS II

14.24%

Shares3.2M

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

21.34%

Shares610.0K

Event2026-06-30

Filed2026-07-17

UBND

VICTORY PORTFOLIOS II

3.55%

Shares6.6M

Event2026-06-30

Filed2026-07-17

BINC

BLACKROCK ETF TRUST II

11.72%

Shares2.7M

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

-12.90%

Shares1.6M

Event2026-06-30

Filed2026-07-17

MBB

ISHARES TR

5.16%

Shares1.4M

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

366.70%

Shares1.7M

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

0.29%

Shares339.7K

Event2026-06-30

Filed2026-07-17

BAI

BLACKROCK ETF TRUST

-10.65%

Shares2.2M

Event2026-06-30

Filed2026-07-17

EFV

ISHARES TR

-35.69%

Shares1.5M

Event2026-06-30

Filed2026-07-17

BROADCOM INC

8.38%

Shares307.5K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

5.35%

Shares290.7K

Event2026-06-30

Filed2026-07-17

CGUS

CAPITAL GROUP CORE EQUITY ET

-1.68%

Shares2.3M

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

6.14%

Shares329.4K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

32.75%

Shares278.1K

Event2026-06-30

Filed2026-07-17

MTUM

ISHARES TR

-20.52%

Shares274.5K

Event2026-06-30

Filed2026-07-17

BND

VANGUARD BD INDEX FDS

19.28%

Shares1.2M

Event2026-06-30

Filed2026-07-17

UPS

UNITED PARCEL SVCS INC

4.11%

Shares848.6K

Event2026-06-30

Filed2026-07-17

CGGR

CAPITAL GROUP GROWTH ETF

1.06%

Shares1.9M

Event2026-06-30

Filed2026-07-17

CGDV

CAPITAL GROUP DIVIDEND VALUE

-1.55%

Shares1.8M

Event2026-06-30

Filed2026-07-17

JAAA

JANUS DETROIT STR TR

2.34%

Shares1.7M

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

37.75%

Shares245.0K

Event2026-06-30

Filed2026-07-17

VMBS

VANGUARD SCOTTSDALE FDS

19.33%

Shares1.6M

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

12.00%

Shares142.6K

Event2026-06-30

Filed2026-07-17

SHLD

GLOBAL X FDS

39.76%

Shares1.2M

Event2026-06-30

Filed2026-07-17

EFG

ISHARES TR

118.99%

Shares551.3K

Event2026-06-30

Filed2026-07-17

THRO

BLACKROCK ETF TRUST

-24.42%

Shares1.6M

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

0.07%

Shares934.2K

Event2026-06-30

Filed2026-07-17

SPYG

SPDR SERIES TRUST

1.31%

Shares536.8K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

13.31%

Shares54.9K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

5.86%

Shares84.0K

Event2026-06-30

Filed2026-07-17

BIL

SPDR SERIES TRUST

30.83%

Shares677.1K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB STRATEGIC TR

0.84%

Shares1.8M

Event2026-06-30

Filed2026-07-17

SCHO

SCHWAB STRATEGIC TR

18.68%

Shares2.4M

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

8.01%

Shares416.2K

Event2026-06-30

Filed2026-07-17

CGCB

CAPITAL GRP FIXED INCM ETF T

1.79%

Shares2.1M

Event2026-06-30

Filed2026-07-17

CGCP

CAPITAL GRP FIXED INCM ETF T

1.08%

Shares2.5M

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

5.34%

Shares45.9K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

0.96%

Shares96.5K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

-1.81%

Shares209.7K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

5.87%

Shares49.0K

Event2026-06-30

Filed2026-07-17

CGSD

CAPITAL GRP FIXED INCM ETF T

1.18%

Shares2.0M

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

14.95%

Shares451.8K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

10.50%

Shares120.8K

Event2026-06-30

Filed2026-07-17

DFAC

DIMENSIONAL ETF TRUST

-2.37%

Shares1.1M

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB STRATEGIC TR

-2.54%

Shares1.5M

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD WHITEHALL FDS

1.40%

Shares295.0K

Event2026-06-30

Filed2026-07-17

CGMM

CAPITAL GROUP EQUITY ETF TR

0.24%

Shares1.4M

Event2026-06-30

Filed2026-07-17

BLACKROCK ETF TRUST

New

Shares1.6M

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC

61.04%

Shares63.2K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

6.57%

Shares303.4K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-16.55%

Shares451.9K

Event2026-06-30

Filed2026-07-17

BLACKROCK ETF TRUST II

New

Shares844.5K

Event2026-06-30

Filed2026-07-17

CGIC

CAPITAL GROUP INTERNATIONAL

2.99%

Shares1.2M

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

6.77%

Shares44.9K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

3.85%

Shares68.8K

Event2026-06-30

Filed2026-07-17

FTLS

FIRST TR EXCH TRADED FD III

25.96%

Shares528.3K

Event2026-06-30

Filed2026-07-17

MUB

ISHARES TR

40.47%

Shares359.5K

Event2026-06-30

Filed2026-07-17

SPDR SERIES TRUST

-0.03%

Shares432.8K

Event2026-06-30

Filed2026-07-17

QUAL

ISHARES TR

-65.50%

Shares173.2K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

-0.67%

Shares249.8K

Event2026-06-30

Filed2026-07-17

SEIM

SEI EXCHANGE TRADED FUNDS

13.46%

Shares652.8K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

24.08%

Shares100.9K

Event2026-06-30

Filed2026-07-17

VTEB

VANGUARD MUN BD FDS

25.15%

Shares694.4K

Event2026-06-30

Filed2026-07-17

SUB

ISHARES TR

33.77%

Shares323.1K

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TR

-24.79%

Shares448.2K

Event2026-06-30

Filed2026-07-17

VISA INC

5.02%

Shares96.0K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP

-32.88%

Shares75.3K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES TR

-1.54%

Shares236.7K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

15.13%

Shares276.0K

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

1.76%

Shares86.2K

Event2026-06-30

Filed2026-07-17

QQQI

NEOS ETF TRUST

0.93%

Shares558.9K

Event2026-06-30

Filed2026-07-17

SCHA

SCHWAB STRATEGIC TR

25.32%

Shares875.0K

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD INDEX FDS

-10.03%

Shares127.2K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

20.34%

Shares185.1K

Event2026-06-30

Filed2026-07-17

SCHV

SCHWAB STRATEGIC TR

9.39%

Shares880.3K

Event2026-06-30

Filed2026-07-17

MINT

PIMCO ETF TR

476.72%

Shares302.7K

Event2026-06-30

Filed2026-07-17

VOOG

VANGUARD ADMIRAL FDS INC

487.80%

Shares369.3K

Event2026-06-30

Filed2026-07-17

CGUI

CAPITAL GRP FIXED INCM ETF T

2.08%

Shares1.2M

Event2026-06-30

Filed2026-07-17

COCA COLA CO

2.35%

Shares353.7K

Event2026-06-30

Filed2026-07-17

CGIE

CAPITAL GROUP INTERNATIONAL

0.96%

Shares778.3K

Event2026-06-30

Filed2026-07-17

BNDX

VANGUARD CHARLOTTE FDS

32.28%

Shares590.6K

Event2026-06-30

Filed2026-07-17

IWY

ISHARES TR

-2.54%

Shares97.0K

Event2026-06-30

Filed2026-07-17

IGEB

ISHARES TR

17.98%

Shares620.2K

Event2026-06-30

Filed2026-07-17

BUFR

FIRST TR EXCHNG TRADED FD VI

308.37%

Shares759.8K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

3.57%

Shares108.7K

Event2026-06-30

Filed2026-07-17

SMH

VANECK ETF TRUST

-0.65%

Shares41.3K

Event2026-06-30

Filed2026-07-17

USFR

WISDOMTREE TR

41.13%

Shares537.6K

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

-1.47%

Shares142.0K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

6.32%

Shares209.3K

Event2026-06-30

Filed2026-07-17

ANET

ARISTA NETWORKS INC

-8.46%

Shares158.2K

Event2026-06-30

Filed2026-07-17

SPIB

SPDR SERIES TRUST

6.88%

Shares803.0K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

-12.01%

Shares192.1K

Event2026-06-30

Filed2026-07-17

VBK

VANGUARD INDEX FDS

-9.17%

Shares72.4K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP

891.03%

Shares87.4K

Event2026-06-30

Filed2026-07-17

BFC

BANK FIRST CORP

-1.52%

Shares174.0K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC

3.77%

Shares348.3K

Event2026-06-30

Filed2026-07-17

TLT

ISHARES TR

100.27%

Shares289.5K

Event2026-06-30

Filed2026-07-17

RWL

INVESCO EXCH TRADED FD TR II

2.52%

Shares193.5K

Event2026-06-30

Filed2026-07-17

SPDW

SPDR INDEX SHS FDS

0.93%

Shares484.4K

Event2026-06-30

Filed2026-07-17

AVUV

AMERICAN CENTY ETF TR

44.12%

Shares195.6K

Event2026-06-30

Filed2026-07-17

RSP

INVESCO EXCHANGE TRADED FD T

30.95%

Shares114.3K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

2.16%

Shares123.9K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC

-3.37%

Shares129.2K

Event2026-06-30

Filed2026-07-17

ACWX

ISHARES TR

-4.90%

Shares301.4K

Event2026-06-30

Filed2026-07-17

IUSB

ISHARES TR

18.11%

Shares491.5K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

1.99%

Shares22.1K

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO

5.04%

Shares387.2K

Event2026-06-30

Filed2026-07-17

MORGAN STANLEY

6.19%

Shares106.4K

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC

4.48%

Shares74.3K

Event2026-06-30

Filed2026-07-17

EEM

ISHARES TR

18.00%

Shares321.6K

Event2026-06-30

Filed2026-07-17

OILK

PROSHARES TR

1329.00%

Shares457.1K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

239.15%

Shares174.1K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

6.30%

Shares18.4K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.20%

Shares44.5K

Event2026-06-30

Filed2026-07-17

IYW

ISHARES TR

-1.17%

Shares83.6K

Event2026-06-30

Filed2026-07-17

RDVI

FIRST TR EXCHANGE-TRADED FD

-2.09%

Shares713.8K

Event2026-06-30

Filed2026-07-17

CGNG

CAPITAL GROUP NEW GEOGRAPHY

5.20%

Shares557.3K

Event2026-06-30

Filed2026-07-17

FAST

FASTENAL CO

-22.86%

Shares434.5K

Event2026-06-30

Filed2026-07-17

VGT

VANGUARD WORLD FD

670.86%

Shares174.0K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB STRATEGIC TR

-5.87%

Shares705.3K

Event2026-06-30

Filed2026-07-17

IVE

ISHARES TR

-10.28%

Shares91.0K

Event2026-06-30

Filed2026-07-17

SPYI

NEOS ETF TRUST

1.70%

Shares387.9K

Event2026-06-30

Filed2026-07-17

QDVO

AMPLIFY ETF TR

0.32%

Shares689.8K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

43.04%

Shares282.7K

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB STRATEGIC TR

54.50%

Shares714.0K

Event2026-06-30

Filed2026-07-17

LQD

ISHARES TR

8.52%

Shares181.2K

Event2026-06-30

Filed2026-07-17

DIVO

AMPLIFY ETF TR

0.74%

Shares432.1K

Event2026-06-30

Filed2026-07-17

SHOP

SHOPIFY INC

338.59%

Shares170.9K

Event2026-06-30

Filed2026-07-17

OMAH

TIDAL TRUST III

2.68%

Shares1.1M

Event2026-06-30

Filed2026-07-17

SPEM

SPDR INDEX SHS FDS

13.69%

Shares370.8K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD SPECIALIZED FUNDS

-2.44%

Shares81.1K

Event2026-06-30

Filed2026-07-17

XLF

SELECT SECTOR SPDR TR

6.03%

Shares356.9K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

-3.36%

Shares138.6K

Event2026-06-30

Filed2026-07-17

SPSM

SPDR SERIES TRUST

-0.31%

Shares325.4K

Event2026-06-30

Filed2026-07-17

ILF

ISHARES TR

29.12%

Shares552.2K

Event2026-06-30

Filed2026-07-17

PNC

PNC FINL SVCS GROUP INC

30.91%

Shares74.5K

Event2026-06-30

Filed2026-07-17

OEF

ISHARES TR

-4.84%

Shares50.0K

Event2026-06-30

Filed2026-07-17

ISHARES TR

4.34%

Shares181.1K

Event2026-06-30

Filed2026-07-17

DFIV

DIMENSIONAL ETF TRUST

14.46%

Shares331.1K

Event2026-06-30

Filed2026-07-17

USMV

ISHARES TR

5.92%

Shares183.7K

Event2026-06-30

Filed2026-07-17

FMDE

FIDELITY COVINGTON TRUST

11.28%

Shares435.3K

Event2026-06-30

Filed2026-07-17

CHUBB LIMITED

2.32%

Shares51.4K

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED

-2.09%

Shares34.0K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

-17.91%

Shares58.0K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP

7.51%

Shares303.2K

Event2026-06-30

Filed2026-07-17

WDC

WESTERN DIGITAL CORP

-5.25%

Shares26.6K

Event2026-06-30

Filed2026-07-17

VOOV

VANGUARD ADMIRAL FDS INC

-0.09%

Shares77.0K

Event2026-06-30

Filed2026-07-17

CMI

CUMMINS INC

2.33%

Shares23.6K

Event2026-06-30

Filed2026-07-17

DELL

DELL TECHNOLOGIES INC

144.88%

Shares39.1K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

36.51%

Shares113.7K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES TR

0.03%

Shares101.3K

Event2026-06-30

Filed2026-07-17

FVAL

FIDELITY COVINGTON TRUST

-6.83%

Shares211.2K

Event2026-06-30

Filed2026-07-17

QQQM

INVESCO EXCH TRADED FD TR II

11.03%

Shares53.4K

Event2026-06-30

Filed2026-07-17

IUS

INVESCO EXCH TRD SLF IDX FD

0.67%

Shares246.5K

Event2026-06-30

Filed2026-07-17

VLUE

ISHARES TR

597.33%

Shares80.7K

Event2026-06-30

Filed2026-07-17

MCK

MCKESSON CORP

-3.74%

Shares21.2K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

0.75%

Shares47.3K

Event2026-06-30

Filed2026-07-17

IBTH

ISHARES TR

-40.02%

Shares712.4K

Event2026-06-30

Filed2026-07-17

FTI

TECHNIPFMC PLC

181.31%

Shares239.7K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC

-17.96%

Shares136.0K

Event2026-06-30

Filed2026-07-17

FTNT

FORTINET INC

-37.71%

Shares103.1K

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC

1.11%

Shares37.1K

Event2026-06-30

Filed2026-07-17

EXPE

EXPEDIA GROUP INC

19.49%

Shares61.5K

Event2026-06-30

Filed2026-07-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares21

Event2026-06-30

Filed2026-07-17

JPIE

J P MORGAN EXCHANGE TRADED F

4.30%

Shares340.0K

Event2026-06-30

Filed2026-07-17

PTLC

PACER FDS TR

-41.67%

Shares267.3K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

6.60%

Shares55.2K

Event2026-06-30

Filed2026-07-17

PVAL

PUTNAM ETF TRUST

41.59%

Shares304.5K

Event2026-06-30

Filed2026-07-17

DBMF

LITMAN GREGORY FDS TR

25.48%

Shares504.7K

Event2026-06-30

Filed2026-07-17

RDVY

FIRST TR EXCHANGE TRADED FD

-11.49%

Shares188.1K

Event2026-06-30

Filed2026-07-17

FLOT

ISHARES TR

4.46%

Shares296.6K

Event2026-06-30

Filed2026-07-17

XLE

SELECT SECTOR SPDR TR

1.29%

Shares285.0K

Event2026-06-30

Filed2026-07-17

CITIGROUP INC

7.06%

Shares107.9K

Event2026-06-30

Filed2026-07-17

LAMR

LAMAR ADVERTISING CO

1243.10%

Shares96.5K

Event2026-06-30

Filed2026-07-17

XLY

SELECT SECTOR SPDR TR

42.79%

Shares128.3K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC

22.81%

Shares58.4K

Event2026-06-30

Filed2026-07-17

IWC

ISHARES TR

70.10%

Shares73.3K

Event2026-06-30

Filed2026-07-17

VWOB

VANGUARD WHITEHALL FDS

17.56%

Shares215.9K

Event2026-06-30

Filed2026-07-17

IDEV

ISHARES TR

25.45%

Shares162.7K

Event2026-06-30

Filed2026-07-17

ETFS GOLD TR

2.02%

Shares369.0K

Event2026-06-30

Filed2026-07-17

VTEI

VANGUARD MUN BD FDS

59.09%

Shares139.6K

Event2026-06-30

Filed2026-07-17

TJX

TJX COS INC NEW

4.35%

Shares92.3K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

-0.92%

Shares37.6K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

6.69%

Shares40.1K

Event2026-06-30

Filed2026-07-17

GENERAL DYNAMICS CORP

-9.77%

Shares38.3K

Event2026-06-30

Filed2026-07-17

ADI

ANALOG DEVICES INC

5.31%

Shares34.1K

Event2026-06-30

Filed2026-07-17

FNDX

SCHWAB STRATEGIC TR

-42.32%

Shares432.7K

Event2026-06-30

Filed2026-07-17

FIX

COMFORT SYS USA INC

-1.06%

Shares6.7K

Event2026-06-30

Filed2026-07-17

UNITEDHEALTH GROUP INC

22.46%

Shares31.6K

Event2026-06-30

Filed2026-07-17

EFAV

ISHARES TR

15.11%

Shares149.0K

Event2026-06-30

Filed2026-07-17

XMHQ

INVESCO EXCHANGE TRADED FD T

2.40%

Shares114.9K

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP

-7.82%

Shares47.6K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

-2.52%

Shares215.4K

Event2026-06-30

Filed2026-07-17

IBTJ

ISHARES TR

3155.09%

Shares588.3K

Event2026-06-30

Filed2026-07-17

AT&T INC

10.70%

Shares605.5K

Event2026-06-30

Filed2026-07-17

CIBR

FIRST TR EXCHANGE-TRADED FD

2.13%

Shares138.7K

Event2026-06-30

Filed2026-07-17

BLK

BLACKROCK INC

-19.21%

Shares12.9K

Event2026-06-30

Filed2026-07-17

BANK OF NY MELLON CORP

3.54%

Shares85.5K

Event2026-06-30

Filed2026-07-17

ICSH

ISHARES TR

2.56%

Shares244.0K

Event2026-06-30

Filed2026-07-17

LIN

LINDE PLC

25.50%

Shares23.6K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

-11.81%

Shares45.2K

Event2026-06-30

Filed2026-07-17

VRT

VERTIV HOLDINGS CO

55.49%

Shares36.1K

Event2026-06-30

Filed2026-07-17

CGBL

CAPITAL GROUP CORE BALANCED

9.56%

Shares318.2K

Event2026-06-30

Filed2026-07-17

AIRR

FIRST TR EXCHANGE TRADED FD

11.41%

Shares89.9K

Event2026-06-30

Filed2026-07-17

XAR

SPDR SERIES TRUST

-2.43%

Shares41.9K

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

-0.02%

Shares28.8K

Event2026-06-30

Filed2026-07-17

FVD

FIRST TR EXCHANGE-TRADED FD

-9.69%

Shares245.0K

Event2026-06-30

Filed2026-07-17

VTIP

VANGUARD MALVERN FDS

30.43%

Shares233.1K

Event2026-06-30

Filed2026-07-17

SEIV

SEI EXCHANGE TRADED FUNDS

38.16%

Shares243.8K

Event2026-06-30

Filed2026-07-17

INMU

BLACKROCK ETF TRUST II

90.26%

Shares481.2K

Event2026-06-30

Filed2026-07-17

SRLN

SSGA ACTIVE ETF TR

37.62%

Shares282.2K

Event2026-06-30

Filed2026-07-17

BOEING CO

18.97%

Shares52.4K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO

-18.79%

Shares137.0K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC

11.42%

Shares31.2K

Event2026-06-30

Filed2026-07-17

SNPS

SYNOPSYS INC

15.52%

Shares25.2K

Event2026-06-30

Filed2026-07-17

MDYG

SPDR SERIES TRUST

3.92%

Shares100.2K

Event2026-06-30

Filed2026-07-17

ROYAL BK CDA

-0.81%

Shares54.1K

Event2026-06-30

Filed2026-07-17

TMO

THERMO FISHER SCIENTIFIC INC

47.91%

Shares22.0K

Event2026-06-30

Filed2026-07-17

ITW

ILLINOIS TOOL WKS INC

4.38%

Shares40.7K

Event2026-06-30

Filed2026-07-17

SOUTHERN CO

11.05%

Shares114.3K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

4.91%

Shares31.7K

Event2026-06-30

Filed2026-07-17

SPYV

SPDR SERIES TRUST

-10.02%

Shares179.4K

Event2026-06-30

Filed2026-07-17

DBEF

DBX ETF TR

-28.13%

Shares198.7K

Event2026-06-30

Filed2026-07-17

IJS

ISHARES TR

-18.20%

Shares78.7K

Event2026-06-30

Filed2026-07-17

AEP

AMERICAN ELEC PWR CO INC

0.67%

Shares77.8K

Event2026-06-30

Filed2026-07-17

NOC

NORTHROP GRUMMAN CORP

53.76%

Shares20.8K

Event2026-06-30

Filed2026-07-17

SEAGATE TECHNOLOGY HLDNGS PL

62.10%

Shares10.8K

Event2026-06-30

Filed2026-07-17

VOD

VODAFONE GROUP PLC

7003.02%

Shares788.6K

Event2026-06-30

Filed2026-07-17

ITA

ISHARES TR

-0.40%

Shares43.0K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC

31.64%

Shares117.9K

Event2026-06-30

Filed2026-07-17

APH

AMPHENOL CORP

-4.67%

Shares58.2K

Event2026-06-30

Filed2026-07-17

XMLV

INVESCO EXCH TRADED FD TR II

5.22%

Shares152.1K

Event2026-06-30

Filed2026-07-17

HAP

VANECK ETF TRUST

New

Shares146.9K

Event2026-06-30

Filed2026-07-17

SOXX

ISHARES TR

8.65%

Shares15.7K

Event2026-06-30

Filed2026-07-17

BTT

BLACKROCK MUN TARGET TERM TR

-0.35%

Shares441.0K

Event2026-06-30

Filed2026-07-17

S&P GLOBAL INC

-22.13%

Shares24.5K

Event2026-06-30

Filed2026-07-17

JOHNSON CONTROLS INTERNATION

8.69%

Shares67.8K

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD STAR FDS

13.94%

Shares115.4K

Event2026-06-30

Filed2026-07-17

VHT

VANGUARD WORLD FD

0.04%

Shares33.0K

Event2026-06-30

Filed2026-07-17

IBIT

ISHARES BITCOIN TRUST ETF

56.74%

Shares293.0K

Event2026-06-30

Filed2026-07-17

SJNK

SPDR SERIES TRUST

1.53%

Shares386.4K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP

9.98%

Shares93.9K

Event2026-06-30

Filed2026-07-17

CGIB

CAPITAL GRP FIXED INCM ETF T

2.19%

Shares373.7K

Event2026-06-30

Filed2026-07-17

NVR

NVR INC

3675.68%

Shares1.4K

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC

-6.34%

Shares43.0K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

-3.02%

Shares123.0K

Event2026-06-30

Filed2026-07-17

PLD

PROLOGIS INC.

108.60%

Shares70.0K

Event2026-06-30

Filed2026-07-17

LMT

LOCKHEED MARTIN CORP

-15.05%

Shares18.4K

Event2026-06-30

Filed2026-07-17

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.71%

Shares103.9K

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING IN

14.65%

Shares41.5K

Event2026-06-30

Filed2026-07-17

IBDS

ISHARES TR

7.61%

Shares381.3K

Event2026-06-30

Filed2026-07-17

SHYG

ISHARES TR

5.53%

Shares215.5K

Event2026-06-30

Filed2026-07-17

WEC

WEC ENERGY GROUP INC

3.45%

Shares78.2K

Event2026-06-30

Filed2026-07-17

AVEM

AMERICAN CENTY ETF TR

2.43%

Shares94.4K

Event2026-06-30

Filed2026-07-17

SYSB

ISHARES TR

27.17%

Shares101.3K

Event2026-06-30

Filed2026-07-17

SPHY

SPDR SERIES TRUST

14.15%

Shares380.9K

Event2026-06-30

Filed2026-07-17

VANGUARD INTL EQUITY INDEX F

0.53%

Shares56.8K

Event2026-06-30

Filed2026-07-17

BIV

VANGUARD BD INDEX FDS

6.78%

Shares116.2K

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW

15.72%

Shares70.4K

Event2026-06-30

Filed2026-07-17

FTCS

FIRST TR EXCHANGE-TRADED FD

-13.50%

Shares94.8K

Event2026-06-30

Filed2026-07-17

JEPI

J P MORGAN EXCHANGE TRADED F

-10.96%

Shares157.7K

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC

6.37%

Shares210.3K

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS

3.74%

Shares85.6K

Event2026-06-30

Filed2026-07-17

XLI

SELECT SECTOR SPDR TR

-1.16%

Shares47.9K

Event2026-06-30

Filed2026-07-17

GENERAL MTRS CO

0.85%

Shares114.4K

Event2026-06-30

Filed2026-07-17

ASML

ASML HLDG NV

0.56%

Shares4.3K

Event2026-06-30

Filed2026-07-17

TMUS

T-MOBILE US INC

21.95%

Shares51.3K

Event2026-06-30

Filed2026-07-17

AHR

AMERICAN HEALTHCARE REIT INC

-1.86%

Shares164.9K

Event2026-06-30

Filed2026-07-17

SPMO

INVESCO EXCH TRADED FD TR II

7.41%

Shares53.1K

Event2026-06-30

Filed2026-07-17

VYMI

VANGUARD WHITEHALL FDS

-6.70%

Shares87.0K

Event2026-06-30

Filed2026-07-17

USIG

ISHARES TR

-53.33%

Shares166.3K

Event2026-06-30

Filed2026-07-17

DEERE & CO

-3.94%

Shares13.4K

Event2026-06-30

Filed2026-07-17

ESGU

ISHARES TR

4.44%

Shares51.7K

Event2026-06-30

Filed2026-07-17

CNC

CENTENE CORP DEL

-10.07%

Shares131.8K

Event2026-06-30

Filed2026-07-17

DFIC

DIMENSIONAL ETF TRUST

-1.63%

Shares226.4K

Event2026-06-30

Filed2026-07-17

DIA

STATE STR SPDR DOW JONES IND

-14.77%

Shares16.0K

Event2026-06-30

Filed2026-07-17

HYD

VANECK ETF TRUST

8.48%

Shares162.1K

Event2026-06-30

Filed2026-07-17

IBDT

ISHARES TR

14.18%

Shares327.6K

Event2026-06-30

Filed2026-07-17

HIMU

BLACKROCK ETF TRUST II

47.06%

Shares165.7K

Event2026-06-30

Filed2026-07-17

BKDV

BNY MELLON ETF TRUST II

0.34%

Shares245.0K

Event2026-06-30

Filed2026-07-17

SYK

STRYKER CORPORATION

0.47%

Shares25.9K

Event2026-06-30

Filed2026-07-17

AVDV

AMERICAN CENTY ETF TR

-3.44%

Shares78.7K

Event2026-06-30

Filed2026-07-17

FDVV

FIDELITY COVINGTON TRUST

20.12%

Shares134.0K

Event2026-06-30

Filed2026-07-17

MRVL

MARVELL TECHNOLOGY INC

22.91%

Shares27.1K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC

-58.84%

Shares43.6K

Event2026-06-30

Filed2026-07-17

ILCB

ISHARES TR

6.05%

Shares77.6K

Event2026-06-30

Filed2026-07-17

SNDK

SANDISK CORP

-18.94%

Shares3.5K

Event2026-06-30

Filed2026-07-17

WELL

WELLTOWER INC

3.04%

Shares34.7K

Event2026-06-30

Filed2026-07-17

IBDR

ISHARES TR

5.70%

Shares323.7K

Event2026-06-30

Filed2026-07-17

VOX

VANGUARD WORLD FD

22.98%

Shares42.6K

Event2026-06-30

Filed2026-07-17

DFUV

DIMENSIONAL ETF TRUST

20.66%

Shares142.0K

Event2026-06-30

Filed2026-07-17

SEIQ

SEI EXCHANGE TRADED FUNDS

34.95%

Shares197.6K

Event2026-06-30

Filed2026-07-17

HOLA

J P MORGAN EXCHANGE TRADED F

-10.53%

Shares140.0K

Event2026-06-30

Filed2026-07-17

NIC

NICOLET BANKSHARES INC

-0.37%

Shares46.9K

Event2026-06-30

Filed2026-07-17

DAL

DELTA AIR LINES INC

-1.10%

Shares82.5K

Event2026-06-30

Filed2026-07-17

IWL

ISHARES TR

1.09%

Shares41.7K

Event2026-06-30

Filed2026-07-17

COWZ

PACER FDS TR

-20.47%

Shares123.7K

Event2026-06-30

Filed2026-07-17

EIX

EDISON INTL

2.71%

Shares102.6K

Event2026-06-30

Filed2026-07-17

AFL

AFLAC INC

1.09%

Shares64.8K

Event2026-06-30

Filed2026-07-17

CGMS

CAPITAL GRP FIXED INCM ETF T

14.57%

Shares277.7K

Event2026-06-30

Filed2026-07-17

VOE

VANGUARD INDEX FDS

-1.14%

Shares38.2K

Event2026-06-30

Filed2026-07-17

ARES CAPITAL CORP

2.13%

Shares406.9K

Event2026-06-30

Filed2026-07-17

SIVR

ABRDN SILVER ETF TRUST

-6.53%

Shares134.0K

Event2026-06-30

Filed2026-07-17

SCHM

SCHWAB STRATEGIC TR

-0.86%

Shares203.1K

Event2026-06-30

Filed2026-07-17

VANECK ETF TRUST

1466.86%

Shares99.0K

Event2026-06-30

Filed2026-07-17

BKLN

INVESCO EXCH TRADED FD TR II

76.65%

Shares364.6K

Event2026-06-30

Filed2026-07-17

XLB

SELECT SECTOR SPDR TR

-0.99%

Shares145.9K

Event2026-06-30

Filed2026-07-17

EQWL

INVESCO EXCHANGE TRADED FD T

5.26%

Shares56.5K

Event2026-06-30

Filed2026-07-17

CGDG

CAPITAL GROUP DIVIDEND GROWE

-4.09%

Shares193.7K

Event2026-06-30

Filed2026-07-17

GILD

GILEAD SCIENCES INC

-5.62%

Shares57.5K

Event2026-06-30

Filed2026-07-17

VONG

VANGUARD SCOTTSDALE FDS

-53.61%

Shares56.8K

Event2026-06-30

Filed2026-07-17

COF

CAPITAL ONE FINL CORP

32.86%

Shares36.1K

Event2026-06-30

Filed2026-07-17

VXF

VANGUARD INDEX FDS

-3.36%

Shares29.2K

Event2026-06-30

Filed2026-07-17

PSX

PHILLIPS 66

17.72%

Shares42.1K

Event2026-06-30

Filed2026-07-17

IWP

ISHARES TR

50.88%

Shares48.4K

Event2026-06-30

Filed2026-07-17

HYMB

SPDR SERIES TRUST

13.37%

Shares278.0K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES

21.99%

Shares77.8K

Event2026-06-30

Filed2026-07-17

ORLY

OREILLY AUTOMOTIVE INC

85.25%

Shares75.3K

Event2026-06-30

Filed2026-07-17

VCIT

VANGUARD SCOTTSDALE FDS

25.18%

Shares83.5K

Event2026-06-30

Filed2026-07-17

JMUB

J P MORGAN EXCHANGE TRADED F

0.40%

Shares135.8K

Event2026-06-30

Filed2026-07-17

QUANTA SVCS INC

189.20%

Shares9.5K

Event2026-06-30

Filed2026-07-17

WMB

WILLIAMS COS INC

0.44%

Shares91.7K

Event2026-06-30

Filed2026-07-17

TRAVELERS COMPANIES INC

6.52%

Shares20.5K

Event2026-06-30

Filed2026-07-17

FREEPORT MCMORAN INC

12.96%

Shares106.5K

Event2026-06-30

Filed2026-07-17

CVS

CVS HEALTH CORP

4.08%

Shares64.5K

Event2026-06-30

Filed2026-07-17

FDX

FEDEX CORP

4.05%

Shares21.3K

Event2026-06-30

Filed2026-07-17

BLACKSTONE INC

0.87%

Shares56.5K

Event2026-06-30

Filed2026-07-17

ILCG

ISHARES TR

4.51%

Shares56.7K

Event2026-06-30

Filed2026-07-17

DISV

DIMENSIONAL ETF TRUST

23.45%

Shares165.1K

Event2026-06-30

Filed2026-07-17

VEEV

VEEVA SYS INC

-21.24%

Shares37.3K

Event2026-06-30

Filed2026-07-17

LNT

ALLIANT ENERGY CORP

18.26%

Shares86.7K

Event2026-06-30

Filed2026-07-17

QALT

SEI EXCHANGE TRADED FUNDS

2.02%

Shares248.3K

Event2026-06-30

Filed2026-07-17

BSV

VANGUARD BD INDEX FDS

-9.60%

Shares84.2K

Event2026-06-30

Filed2026-07-17

PFE

PFIZER INC

8.21%

Shares272.1K

Event2026-06-30

Filed2026-07-17

VLO

VALERO ENERGY CORP

26.15%

Shares25.1K

Event2026-06-30

Filed2026-07-17

MDY

STATE STR SPDR S&P MIDCAP 40

-9.23%

Shares9.3K

Event2026-06-30

Filed2026-07-17

VOT

VANGUARD INDEX FDS

-1.67%

Shares21.3K

Event2026-06-30

Filed2026-07-17

SCHW

SCHWAB CHARLES CORP

-4.14%

Shares70.3K

Event2026-06-30

Filed2026-07-17

CDNS

CADENCE DESIGN SYSTEM INC

45.57%

Shares17.2K

Event2026-06-30

Filed2026-07-17

FESM

FIDELITY COVINGTON TRUST

237.96%

Shares133.8K

Event2026-06-30

Filed2026-07-17

PCG

PG&E CORP

-2.24%

Shares383.9K

Event2026-06-30

Filed2026-07-17

FLRN

SPDR SERIES TRUST

5.12%

Shares208.9K

Event2026-06-30

Filed2026-07-17

DIHP

DIMENSIONAL ETF TRUST

23.21%

Shares188.5K

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO

-3.53%

Shares66.5K

Event2026-06-30

Filed2026-07-17

JQUA

J P MORGAN EXCHANGE TRADED F

-31.94%

Shares87.5K

Event2026-06-30

Filed2026-07-17

SDY

SPDR SERIES TRUST

-8.77%

Shares41.6K

Event2026-06-30

Filed2026-07-17

HONEYWELL INTL INC

New

Shares28.2K

Event2026-06-30

Filed2026-07-17

AXON

AXON ENTERPRISE INC

-0.23%

Shares11.2K

Event2026-06-30

Filed2026-07-17

ATO

ATMOS ENERGY CORP

8.74%

Shares36.4K

Event2026-06-30

Filed2026-07-17

XLC

SELECT SECTOR SPDR TR

-24.92%

Shares58.3K

Event2026-06-30

Filed2026-07-17

BSX

BOSTON SCIENTIFIC CORP

-3.27%

Shares142.9K

Event2026-06-30

Filed2026-07-17

DGRW

WISDOMTREE TR

-28.44%

Shares63.8K

Event2026-06-30

Filed2026-07-17

JPST

J P MORGAN EXCHANGE TRADED F

-46.51%

Shares120.1K

Event2026-06-30

Filed2026-07-17

VRTX

VERTEX PHARMACEUTICALS INC

18.22%

Shares12.2K

Event2026-06-30

Filed2026-07-17

IBDU

ISHARES TR

26.02%

Shares261.7K

Event2026-06-30

Filed2026-07-17

VFH

VANGUARD WORLD FD

-0.18%

Shares46.0K

Event2026-06-30

Filed2026-07-17

VNQ

VANGUARD INDEX FDS

-4.59%

Shares62.4K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

-0.43%

Shares24.8K

Event2026-06-30

Filed2026-07-17

ADOBE INC

-17.97%

Shares29.1K

Event2026-06-30

Filed2026-07-17

HONEYWELL AEROSPACE INC

New

Shares26.9K

Event2026-06-30

Filed2026-07-17

XLV

SELECT SECTOR SPDR TR

-23.12%

Shares37.3K

Event2026-06-30

Filed2026-07-17

CROWDSTRIKE HLDGS INC

20.02%

Shares7.8K

Event2026-06-30

Filed2026-07-17

DOMINION ENERGY INC

148.56%

Shares85.3K

Event2026-06-30

Filed2026-07-17

NEM

NEWMONT CORP

-2.78%

Shares62.3K

Event2026-06-30

Filed2026-07-17

ALL

ALLSTATE CORP

13.38%

Shares24.4K

Event2026-06-30

Filed2026-07-17

TER

TERADYNE INC

15.60%

Shares12.0K

Event2026-06-30

Filed2026-07-17

VIK

VIKING HOLDINGS LTD

7.86%

Shares55.4K

Event2026-06-30

Filed2026-07-17

EMXC

ISHARES INC

-7.54%

Shares56.7K

Event2026-06-30

Filed2026-07-17

VGIT

VANGUARD SCOTTSDALE FDS

37.35%

Shares98.0K

Event2026-06-30

Filed2026-07-17

MEAR

ISHARES U S ETF TR

4.61%

Shares113.8K

Event2026-06-30

Filed2026-07-17

INCY

INCYTE CORP

2.17%

Shares50.6K

Event2026-06-30

Filed2026-07-17

BLCR

BLACKROCK ETF TRUST

20.19%

Shares112.7K

Event2026-06-30

Filed2026-07-17

SFM

SPROUTS FMRS MKT INC

-0.50%

Shares66.8K

Event2026-06-30

Filed2026-07-17

SHW

SHERWIN WILLIAMS CO

-1.15%

Shares16.3K

Event2026-06-30

Filed2026-07-17

HWM

HOWMET AEROSPACE INC

-0.59%

Shares20.6K

Event2026-06-30

Filed2026-07-17

ROST

ROSS STORES INC

25.61%

Shares26.0K

Event2026-06-30

Filed2026-07-17

SPTS

SPDR SERIES TRUST

-19.11%

Shares189.5K

Event2026-06-30

Filed2026-07-17

DGRO

ISHARES TR

-14.01%

Shares72.4K

Event2026-06-30

Filed2026-07-17

JBHT

HUNT J B TRANS SVCS INC

7.15%

Shares18.9K

Event2026-06-30

Filed2026-07-17

SCHZ

SCHWAB STRATEGIC TR

-12.11%

Shares236.3K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

52.38%

Shares52.6K

Event2026-06-30

Filed2026-07-17

NVS

NOVARTIS AG

3.25%

Shares34.8K

Event2026-06-30

Filed2026-07-17

PARKER-HANNIFIN CORP

-8.62%

Shares5.6K

Event2026-06-30

Filed2026-07-17

MAR

MARRIOTT INTL INC NEW

-0.61%

Shares14.6K

Event2026-06-30

Filed2026-07-17

FELG

FIDELITY COVINGTON TRUST

-4.32%

Shares123.9K

Event2026-06-30

Filed2026-07-17

GWW

WW GRAINGER INC

36.29%

Shares4.0K

Event2026-06-30

Filed2026-07-17

GRID

FIRST TR EXCHANGE-TRADED FD

39.49%

Shares28.0K

Event2026-06-30

Filed2026-07-17

FIRST TR EXCHANGE TRADED FD

0.43%

Shares70.6K

Event2026-06-30

Filed2026-07-17

SEIE

SEI EXCHANGE TRADED FUNDS

1303.70%

Shares150.9K

Event2026-06-30

Filed2026-07-17

IMCG

ISHARES TR

-0.40%

Shares54.3K

Event2026-06-30

Filed2026-07-17

UTHR

UNITED THERAPEUTICS CORP DEL

-2.44%

Shares9.9K

Event2026-06-30

Filed2026-07-17

EME

EMCOR GROUP INC

6.53%

Shares6.4K

Event2026-06-30

Filed2026-07-17

ABNB

AIRBNB INC

-9.98%

Shares37.2K

Event2026-06-30

Filed2026-07-17

PTF

INVESCO EXCHANGE TRADED FD T

-1.46%

Shares38.5K

Event2026-06-30

Filed2026-07-17

VFMO

VANGUARD WELLINGTON FD

-20.87%

Shares21.0K

Event2026-06-30

Filed2026-07-17

IYY

ISHARES TR

0.00%

Shares28.8K

Event2026-06-30

Filed2026-07-17

MPWR

MONOLITHIC PWR SYS INC

22.34%

Shares3.8K

Event2026-06-30

Filed2026-07-17

IGV

ISHARES TR

54.04%

Shares57.4K

Event2026-06-30

Filed2026-07-17

GARP

ISHARES TR

2.47%

Shares62.7K

Event2026-06-30

Filed2026-07-17

HLT

HILTON WORLDWIDE HLDGS INC

10.99%

Shares15.5K

Event2026-06-30

Filed2026-07-17

SPACE EXPLORATION TECHN CORP

New

Shares30.0K

Event2026-06-30

Filed2026-07-17

BKNG

BOOKING HOLDINGS INC

1663.80%

Shares28.7K

Event2026-06-30

Filed2026-07-17

IDEF

BLACKROCK ETF TRUST

26.12%

Shares160.2K

Event2026-06-30

Filed2026-07-17

PYLD

PIMCO ETF TR

20.76%

Shares191.9K

Event2026-06-30

Filed2026-07-17

CIEN

CIENA CORP

6.01%

Shares10.4K

Event2026-06-30

Filed2026-07-17

VCR

VANGUARD WORLD FD

-3.86%

Shares12.8K

Event2026-06-30

Filed2026-07-17

FNDF

SCHWAB STRATEGIC TR

-5.01%

Shares96.2K

Event2026-06-30

Filed2026-07-17

MEDTRONIC PLC

2.90%

Shares64.7K

Event2026-06-30

Filed2026-07-17

PSFF

PACER FDS TR

7.99%

Shares146.9K

Event2026-06-30

Filed2026-07-17

CGGE

CAPITAL GROUP GLOBAL EQUITY

-4.17%

Shares142.7K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD INTL EQUITY INDEX F

14.54%

Shares59.6K

Event2026-06-30

Filed2026-07-17

MCO

MOODYS CORP

1.76%

Shares11.0K

Event2026-06-30

Filed2026-07-17

EQIX

EQUINIX INC

10.11%

Shares4.8K

Event2026-06-30

Filed2026-07-17

PYPL

PAYPAL HLDGS INC

-37.94%

Shares114.6K

Event2026-06-30

Filed2026-07-17

CFG

CITIZENS FINL GROUP INC

7.95%

Shares70.6K

Event2026-06-30

Filed2026-07-17

POWL

POWELL INDS INC

93.86%

Shares17.2K

Event2026-06-30

Filed2026-07-17

TFC

TRUIST FINL CORP

10.93%

Shares98.9K

Event2026-06-30

Filed2026-07-17

PAVE

GLOBAL X FDS

-1.54%

Shares82.5K

Event2026-06-30

Filed2026-07-17

KMI

KINDER MORGAN INC DEL

1.27%

Shares150.5K

Event2026-06-30

Filed2026-07-17

CSX

CSX CORP

2.99%

Shares100.7K

Event2026-06-30

Filed2026-07-17

CRM

SALESFORCE INC

-64.75%

Shares30.5K

Event2026-06-30

Filed2026-07-17

DVN

DEVON ENERGY CORP NEW

79.98%

Shares115.4K

Event2026-06-30

Filed2026-07-17

CPRT

COPART INC

-14.30%

Shares167.7K

Event2026-06-30

Filed2026-07-17

SNY

SANOFI SA

-4.07%

Shares110.7K

Event2026-06-30

Filed2026-07-17

SOXL

DIREXION SHARES ETF TRUST

-2.38%

Shares17.7K

Event2026-06-30

Filed2026-07-17

IHF

ISHARES TR

-0.04%

Shares84.8K

Event2026-06-30

Filed2026-07-17

NTRA

NATERA INC

-2.91%

Shares17.2K

Event2026-06-30

Filed2026-07-17

BUFF

INNOVATOR ETFS TRUST

0.72%

Shares88.8K

Event2026-06-30

Filed2026-07-17

JHMD

JOHN HANCOCK EXCHANGE TRADED

-2.56%

Shares105.3K

Event2026-06-30

Filed2026-07-17

COLGATE PALMOLIVE CO

5.60%

Shares50.9K

Event2026-06-30

Filed2026-07-17

AON

AON PLC

32.45%

Shares14.1K

Event2026-06-30

Filed2026-07-17

HSY

HERSHEY CO

-4.25%

Shares26.5K

Event2026-06-30

Filed2026-07-17

SEEM

SEI EXCHANGE TRADED FUNDS

125.08%

Shares116.0K

Event2026-06-30

Filed2026-07-17

USB

US BANCORP

-0.52%

Shares76.2K

Event2026-06-30

Filed2026-07-17

EXEL

EXELIXIS INC

-73.39%

Shares84.6K

Event2026-06-30

Filed2026-07-17

IAGG

ISHARES TR

-90.02%

Shares90.4K

Event2026-06-30

Filed2026-07-17

PPA

INVESCO EXCHANGE TRADED FD T

6.51%

Shares25.8K

Event2026-06-30

Filed2026-07-17

EVERSOURCE ENERGY

128.82%

Shares62.2K

Event2026-06-30

Filed2026-07-17

STIP

ISHARES TR

384.40%

Shares44.0K

Event2026-06-30

Filed2026-07-17

DFCF

DIMENSIONAL ETF TRUST

12.68%

Shares106.3K

Event2026-06-30

Filed2026-07-17

LCTU

BLACKROCK ETF TRUST

5.59%

Shares56.0K

Event2026-06-30

Filed2026-07-17

TLH

ISHARES TR

-18.15%

Shares44.3K

Event2026-06-30

Filed2026-07-17

EMR

EMERSON ELEC CO

8.32%

Shares31.0K

Event2026-06-30

Filed2026-07-17

TIDAL TRUST III

2.39%

Shares213.2K

Event2026-06-30

Filed2026-07-17

VCSH

VANGUARD SCOTTSDALE FDS

-0.24%

Shares55.7K

Event2026-06-30

Filed2026-07-17

DWM

WISDOMTREE TR

5.22%

Shares59.9K

Event2026-06-30

Filed2026-07-17

ICVT

ISHARES TR

-25.46%

Shares35.8K

Event2026-06-30

Filed2026-07-17

EVSD

MORGAN STANLEY ETF TRUST

3.86%

Shares85.7K

Event2026-06-30

Filed2026-07-17

SNOWFLAKE INC

-4.78%

Shares17.1K

Event2026-06-30

Filed2026-07-17

3M CO

-1.98%

Shares26.8K

Event2026-06-30

Filed2026-07-17

IGBH

ISHARES U S ETF TR

26.21%

Shares175.3K

Event2026-06-30

Filed2026-07-17

NSC

NORFOLK SOUTHN CORP

4.99%

Shares13.6K

Event2026-06-30

Filed2026-07-17

PHM

PULTE GROUP INC

9.20%

Shares31.2K

Event2026-06-30

Filed2026-07-17

PAAA

PGIM ETF TR

13.03%

Shares83.1K

Event2026-06-30

Filed2026-07-17

ISRG

INTUITIVE SURGICAL INC

1.91%

Shares10.7K

Event2026-06-30

Filed2026-07-17

NEA

NUVEEN AMT FREE QLTY MUN INC

0.07%

Shares362.2K

Event2026-06-30

Filed2026-07-17

TGT

TARGET CORP

9.73%

Shares32.5K

Event2026-06-30

Filed2026-07-17

SCHB

SCHWAB STRATEGIC TR

-4.04%

Shares146.1K

Event2026-06-30

Filed2026-07-17

EMLC

VANECK ETF TRUST

-5.33%

Shares165.3K

Event2026-06-30

Filed2026-07-17

IWN

ISHARES TR

-0.32%

Shares19.1K

Event2026-06-30

Filed2026-07-17

XMMO

INVESCO EXCHANGE TRADED FD T

-0.79%

Shares24.8K

Event2026-06-30

Filed2026-07-17

DSI

ISHARES TR

0.92%

Shares29.5K

Event2026-06-30

Filed2026-07-17

CARR

CARRIER GLOBAL CORPORATION

0.50%

Shares57.3K

Event2026-06-30

Filed2026-07-17

ILMN

ILLUMINA INC

-4.96%

Shares23.5K

Event2026-06-30

Filed2026-07-17

TRANE TECHNOLOGIES PLC

20.67%

Shares8.3K

Event2026-06-30

Filed2026-07-17

TCAF

T ROWE PRICE EXCHANGE-TRADED

-7.10%

Shares98.8K

Event2026-06-30

Filed2026-07-17

CGGO

CAPITAL GROUP GBL GROWTH EQT

2.50%

Shares95.3K

Event2026-06-30

Filed2026-07-17

HYG

ISHARES TR

-3.63%

Shares50.4K

Event2026-06-30

Filed2026-07-17

TPR

TAPESTRY INC

-5.21%

Shares27.2K

Event2026-06-30

Filed2026-07-17

KEYS

KEYSIGHT TECHNOLOGIES INC

31.19%

Shares11.3K

Event2026-06-30

Filed2026-07-17

IYG

ISHARES TR

-2.72%

Shares43.8K

Event2026-06-30

Filed2026-07-17

DTE

DTE ENERGY CO

55.36%

Shares25.9K

Event2026-06-30

Filed2026-07-17

MOH

MOLINA HEALTHCARE INC

31.07%

Shares17.2K

Event2026-06-30

Filed2026-07-17

VTR

VENTAS INC

2.50%

Shares44.2K

Event2026-06-30

Filed2026-07-17

CEG

CONSTELLATION ENERGY CORP

6.98%

Shares15.7K

Event2026-06-30

Filed2026-07-17

VRSN

VERISIGN INC

13.98%

Shares15.5K

Event2026-06-30

Filed2026-07-17

IEF

ISHARES TR

463.46%

Shares40.7K

Event2026-06-30

Filed2026-07-17

UGA

UNITED STS GASOLINE FD LP

-21.49%

Shares37.3K

Event2026-06-30

Filed2026-07-17

DEHP

DIMENSIONAL ETF TRUST

19.05%

Shares89.8K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T7.1K sharesnew addition2026-06-302026-07-17

GME Call CallGAMESTOP CORP90.0K shares0.00%2026-06-302026-07-17

IBIT Call CallISHARES BITCOIN TRUST ETF15.9K sharesnew addition2026-06-302026-07-17

ETHA Call CallISHARES ETHEREUM TR41.1K shares106.53%2026-06-302026-07-17

AMZN Call CallAMAZON COM INC1.5K sharesnew addition2026-06-302026-07-17

NVDA Call CallNVIDIA CORPORATION1.6K sharesnew addition2026-06-302026-07-17

GOOGL Call CallALPHABET INC700 sharesnew addition2026-06-302026-07-17

BROADCOM INC Call CallBROADCOM INC500 sharesnew addition2026-06-302026-07-17

AMGN Call CallAMGEN INC500 sharesnew addition2026-06-302026-07-17

GUIDEWIRE SOFTWARE INC Call CallGUIDEWIRE SOFTWARE INC1.0K sharesnew addition2026-06-302026-07-17

XLF Call CallSELECT SECTOR SPDR TR1.5K sharesnew addition2026-06-302026-07-17

NETFLIX INC. Call CallNETFLIX INC.1.0K sharesnew addition2026-06-302026-07-17

ROKU Call CallROKU INC500 sharesnew addition2026-06-302026-07-17

META PLATFORMS INC Call CallMETA PLATFORMS INC100 sharesnew addition2026-06-302026-07-17

MEDTRONIC PLC Call CallMEDTRONIC PLC500 sharesnew addition2026-06-302026-07-17

IWM Call CallISHARES TR100 sharesnew addition2026-06-302026-07-17

PFE Call CallPFIZER INC1.2K sharesnew addition2026-06-302026-07-17

BAC Call CallBANK OF AMER CORP500 sharesnew addition2026-06-302026-07-17

RIG Call CallTRANSOCEAN LTD5.0K sharesnew addition2026-06-302026-07-17

NKE Call CallNIKE INC400 sharesnew addition2026-06-302026-07-17

SHLS Call CallSHOALS TECHNOLOGIES GROUP IN1.6K sharesnew addition2026-06-302026-07-17

SOFI Call CallSOFI TECHNOLOGIES INC800 sharesnew addition2026-06-302026-07-17

NOK Call CallNOKIA CORP1.0K sharesnew addition2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC Call CallPALANTIR TECHNOLOGIES INC100 sharesnew addition2026-06-302026-07-17

IREN Call CallIREN LIMITED100 sharesnew addition2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

New

Shares7.1K

Event2026-06-30

Filed2026-07-17

GME Call

GAMESTOP CORP

0.00%

Shares90.0K

Event2026-06-30

Filed2026-07-17

IBIT Call

ISHARES BITCOIN TRUST ETF

New

Shares15.9K

Event2026-06-30

Filed2026-07-17

ETHA Call

ISHARES ETHEREUM TR

106.53%

Shares41.1K

Event2026-06-30

Filed2026-07-17

AMZN Call

AMAZON COM INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

NVDA Call

NVIDIA CORPORATION

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

GOOGL Call

ALPHABET INC

New

Shares700

Event2026-06-30

Filed2026-07-17

BROADCOM INC Call

BROADCOM INC

New

Shares500

Event2026-06-30

Filed2026-07-17

AMGN Call

AMGEN INC

New

Shares500

Event2026-06-30

Filed2026-07-17

GUIDEWIRE SOFTWARE INC Call

GUIDEWIRE SOFTWARE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

XLF Call

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

NETFLIX INC. Call

NETFLIX INC.

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

ROKU Call

ROKU INC

New

Shares500

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC Call

META PLATFORMS INC

New

Shares100

Event2026-06-30

Filed2026-07-17

MEDTRONIC PLC Call

MEDTRONIC PLC

New

Shares500

Event2026-06-30

Filed2026-07-17

IWM Call

ISHARES TR

New

Shares100

Event2026-06-30

Filed2026-07-17

PFE Call

PFIZER INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

BAC Call

BANK OF AMER CORP

New

Shares500

Event2026-06-30

Filed2026-07-17

RIG Call

TRANSOCEAN LTD

New

Shares5.0K

Event2026-06-30

Filed2026-07-17

NKE Call

NIKE INC

New

Shares400

Event2026-06-30

Filed2026-07-17

SHLS Call

SHOALS TECHNOLOGIES GROUP IN

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

SOFI Call

SOFI TECHNOLOGIES INC

New

Shares800

Event2026-06-30

Filed2026-07-17

NOK Call

NOKIA CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC Call

PALANTIR TECHNOLOGIES INC

New

Shares100

Event2026-06-30

Filed2026-07-17

IREN Call

IREN LIMITED

New

Shares100

Event2026-06-30

Filed2026-07-17

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T311.4K shares2.37%2026-06-302026-07-17

BROADCOM INC Put PutBROADCOM INC60.3K shares0.50%2026-06-302026-07-17

AAPL Put PutAPPLE INC23.3K shares-4.12%2026-06-302026-07-17

UPS Put PutUNITED PARCEL SVCS INC40.8K shares0.00%2026-06-302026-07-17

SMH Put PutVANECK ETF TRUST3.5K sharesnew addition2026-06-302026-07-17

NVDA Put PutNVIDIA CORPORATION6.4K sharesnew addition2026-06-302026-07-17

PNC Put PutPNC FINL SVCS GROUP INC4.6K sharesnew addition2026-06-302026-07-17

MSFT Put PutMICROSOFT CORP2.6K sharesnew addition2026-06-302026-07-17

GLD Put PutSPDR GOLD TR2.5K sharesnew addition2026-06-302026-07-17

AMZN Put PutAMAZON COM INC2.4K sharesnew addition2026-06-302026-07-17

ETN Put PutEATON CORP PLC1.1K sharesnew addition2026-06-302026-07-17

LII Put PutLENNOX INTL INC700 sharesnew addition2026-06-302026-07-17

TSLA Put PutTESLA INC800 sharesnew addition2026-06-302026-07-17

ORACLE CORP Put PutORACLE CORP1.7K sharesnew addition2026-06-302026-07-17

BX Put PutBLACKSTONE INC2.0K sharesnew addition2026-06-302026-07-17

ABBVIE INC Put PutABBVIE INC500 sharesnew addition2026-06-302026-07-17

MASTERCARD INCORPORATED Put PutMASTERCARD INCORPORATED200 sharesnew addition2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

2.37%

Shares311.4K

Event2026-06-30

Filed2026-07-17

BROADCOM INC Put

BROADCOM INC

0.50%

Shares60.3K

Event2026-06-30

Filed2026-07-17

AAPL Put

APPLE INC

-4.12%

Shares23.3K

Event2026-06-30

Filed2026-07-17

UPS Put

UNITED PARCEL SVCS INC

0.00%

Shares40.8K

Event2026-06-30

Filed2026-07-17

SMH Put

VANECK ETF TRUST

New

Shares3.5K

Event2026-06-30

Filed2026-07-17

NVDA Put

NVIDIA CORPORATION

New

Shares6.4K

Event2026-06-30

Filed2026-07-17

PNC Put

PNC FINL SVCS GROUP INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-17

MSFT Put

MICROSOFT CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-17

GLD Put

SPDR GOLD TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-17

AMZN Put

AMAZON COM INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-17

ETN Put

EATON CORP PLC

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

LII Put

LENNOX INTL INC

New

Shares700

Event2026-06-30

Filed2026-07-17

TSLA Put

TESLA INC

New

Shares800

Event2026-06-30

Filed2026-07-17

ORACLE CORP Put

ORACLE CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-17

BX Put

BLACKSTONE INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-17

ABBVIE INC Put

ABBVIE INC

New

Shares500

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED Put

MASTERCARD INCORPORATED

New

Shares200

Event2026-06-30

Filed2026-07-17