The Analysis of Midwest Trust Co's Holdings & P&L


Currently, Midwest Trust Co holds 606 types of securities in its portfolio with a total value $8.8B. In the most recent quarter, they have increased their positions in VO (+2.6M shares, valued at $208.9M), IWF (+371.9K shares, valued at $46.2M), BKNG (+218.4K shares, valued at $38.9M); decreased their positions in VNQ (-286.7K shares, valued at $27.6M), GOOGL (-50.7K shares, valued at $18.1M), DOW (-618.8K shares, valued at $16.9M); initiated new positions in N/A (+107.2K shares, valued at $24.0M), N/A (+106.8K shares, valued at $23.6M), HOOD (+63.5K shares, valued at $6.4M).


1M P&L
+227.9M+3.42%
3M P&L
+172.9M+2.57%
HY P&L
-613.1M-8.16%

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/A2.0B
28.8%
2Semiconductors463.4M
6.7%
3Consumer Electronics414.5M
6.0%

Top Industries by Stock Count

1N/A233 stocks
42.8%
2Banks - Regional15 stocks
2.8%
3Semiconductors13 stocks
2.4%
Stock Holdings
AAPL
APPLE INC
-1.10%
Shares1.4M
Event2026-06-30
Filed2026-08-05
NVDA
NVIDIA CORPORATION
-1.65%
Shares1.7M
Event2026-06-30
Filed2026-08-05
MSFT
MICROSOFT CORP
3.71%
Shares808.4K
Event2026-06-30
Filed2026-08-05
VO
VANGUARD INDEX FDS
252.27%
Shares3.6M
Event2026-06-30
Filed2026-08-05
GOOGL
ALPHABET INC
-7.12%
Shares661.5K
Event2026-06-30
Filed2026-08-05
AMZN
AMAZON COM INC
-1.09%
Shares922.6K
Event2026-06-30
Filed2026-08-05
BROADCOM INC
BROADCOM INC
-0.10%
Shares534.2K
Event2026-06-30
Filed2026-08-05
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
14.24%
Shares512.2K
Event2026-06-30
Filed2026-08-05
CAT
CATERPILLAR INC
-8.71%
Shares142.2K
Event2026-06-30
Filed2026-08-05
GVI
ISHARES TR
7.01%
Shares1.4M
Event2026-06-30
Filed2026-08-05
GOOG
ALPHABET INC
-0.20%
Shares383.8K
Event2026-06-30
Filed2026-08-05
VEA
VANGUARD TAX-MANAGED FDS
8.98%
Shares1.8M
Event2026-06-30
Filed2026-08-05
ABBVIE INC
ABBVIE INC
0.87%
Shares489.5K
Event2026-06-30
Filed2026-08-05
CISCO SYS INC
CISCO SYS INC
-2.89%
Shares1.0M
Event2026-06-30
Filed2026-08-05
BRK.B
BERKSHIRE HATHAWAY INC DEL
14.86%
Shares224.5K
Event2026-06-30
Filed2026-08-05
DFAS
DIMENSIONAL ETF TRUST
-3.47%
Shares1.3M
Event2026-06-30
Filed2026-08-05
EXXON MOBIL CORP
EXXON MOBIL CORP
-0.58%
Shares706.8K
Event2026-06-30
Filed2026-08-05
META PLATFORMS INC
META PLATFORMS INC
22.42%
Shares170.7K
Event2026-06-30
Filed2026-08-05
MRK
MERCK & CO INC
-1.22%
Shares738.5K
Event2026-06-30
Filed2026-08-05
VOO
VANGUARD INDEX FDS
-1.06%
Shares135.2K
Event2026-06-30
Filed2026-08-05
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-1.43%
Shares123.6K
Event2026-06-30
Filed2026-08-05
WMT
WALMART INC
-1.53%
Shares806.6K
Event2026-06-30
Filed2026-08-05
VISA INC
VISA INC
1.60%
Shares260.3K
Event2026-06-30
Filed2026-08-05
ETN
EATON CORP PLC
-0.24%
Shares207.8K
Event2026-06-30
Filed2026-08-05
RTX CORPORATION
RTX CORPORATION
-1.11%
Shares453.6K
Event2026-06-30
Filed2026-08-05
AVEM
AMERICAN CENTY ETF TR
13.34%
Shares870.0K
Event2026-06-30
Filed2026-08-05
LLY
ELI LILLY & CO
4.77%
Shares68.2K
Event2026-06-30
Filed2026-08-05
TSLA
TESLA INC
-1.10%
Shares185.3K
Event2026-06-30
Filed2026-08-05
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
1.97%
Shares83.3K
Event2026-06-30
Filed2026-08-05
UNP
UNION PAC CORP
-0.70%
Shares285.2K
Event2026-06-30
Filed2026-08-05
ISHARES TR
ISHARES TR
7.24%
Shares802.0K
Event2026-06-30
Filed2026-08-05
ISHARES TR
ISHARES TR
-0.91%
Shares100.3K
Event2026-06-30
Filed2026-08-05
PG
PROCTER & GAMBLE CO
-0.32%
Shares478.7K
Event2026-06-30
Filed2026-08-05
APPLIED MATLS INC
APPLIED MATLS INC
-2.62%
Shares95.8K
Event2026-06-30
Filed2026-08-05
WMB
WILLIAMS COS INC
-1.12%
Shares911.1K
Event2026-06-30
Filed2026-08-05
CHUBB LIMITED
CHUBB LIMITED
-0.63%
Shares195.6K
Event2026-06-30
Filed2026-08-05
HD
HOME DEPOT INC
1.43%
Shares187.7K
Event2026-06-30
Filed2026-08-05
PNC
PNC FINL SVCS GROUP INC
0.74%
Shares267.8K
Event2026-06-30
Filed2026-08-05
MCD
MCDONALDS CORP
4.37%
Shares237.5K
Event2026-06-30
Filed2026-08-05
SCHO
SCHWAB STRATEGIC TR
37.23%
Shares2.5M
Event2026-06-30
Filed2026-08-05
IWF
ISHARES TR
309.02%
Shares492.3K
Event2026-06-30
Filed2026-08-05
SCHG
SCHWAB STRATEGIC TR
-1.94%
Shares1.8M
Event2026-06-30
Filed2026-08-05
AMERIPRISE FINL INC
AMERIPRISE FINL INC
1.81%
Shares126.9K
Event2026-06-30
Filed2026-08-05
PEP
PEPSICO INC
0.46%
Shares384.6K
Event2026-06-30
Filed2026-08-05
PM
PHILIP MORRIS INTL INC
-0.52%
Shares274.8K
Event2026-06-30
Filed2026-08-05
CVX
CHEVRON CORPORATION
-2.64%
Shares289.8K
Event2026-06-30
Filed2026-08-05
LRCX
LAM RESEARCH CORP
16.05%
Shares108.2K
Event2026-06-30
Filed2026-08-05
TMO
THERMO FISHER SCIENTIFIC INC
1.32%
Shares91.3K
Event2026-06-30
Filed2026-08-05
MDY
STATE STR SPDR S&P MIDCAP 40
-2.09%
Shares62.4K
Event2026-06-30
Filed2026-08-05
COP
CONOCOPHILLIPS
-0.85%
Shares421.1K
Event2026-06-30
Filed2026-08-05
JNJ
JOHNSON & JOHNSON
-3.86%
Shares160.4K
Event2026-06-30
Filed2026-08-05
BKNG
BOOKING HOLDINGS INC
2436.24%
Shares227.4K
Event2026-06-30
Filed2026-08-05
QCOM
QUALCOMM INC
-3.78%
Shares218.2K
Event2026-06-30
Filed2026-08-05
ASML
ASML HLDG NV
-3.36%
Shares20.2K
Event2026-06-30
Filed2026-08-05
BIV
VANGUARD BD INDEX FDS
23.35%
Shares523.4K
Event2026-06-30
Filed2026-08-05
SCHV
SCHWAB STRATEGIC TR
-1.37%
Shares1.1M
Event2026-06-30
Filed2026-08-05
NOC
NORTHROP GRUMMAN CORP
0.56%
Shares76.5K
Event2026-06-30
Filed2026-08-05
GLW
CORNING INC
-8.52%
Shares151.7K
Event2026-06-30
Filed2026-08-05
VANGUARD INDEX FDS
VANGUARD INDEX FDS
1.11%
Shares104.7K
Event2026-06-30
Filed2026-08-05
IJH
ISHARES TR
-3.58%
Shares489.7K
Event2026-06-30
Filed2026-08-05
IWD
ISHARES TR
-0.89%
Shares155.7K
Event2026-06-30
Filed2026-08-05
NVS
NOVARTIS AG
-1.26%
Shares239.2K
Event2026-06-30
Filed2026-08-05
MS
MORGAN STANLEY
0.24%
Shares177.9K
Event2026-06-30
Filed2026-08-05
ECL
ECOLAB INC
1.92%
Shares129.2K
Event2026-06-30
Filed2026-08-05
ENB
ENBRIDGE INC
-2.41%
Shares639.6K
Event2026-06-30
Filed2026-08-05
MMIT
NEW YORK LIFE INVTS ACTIVE E
10.49%
Shares1.4M
Event2026-06-30
Filed2026-08-05
BX
BLACKSTONE INC
10.53%
Shares273.0K
Event2026-06-30
Filed2026-08-05
TEL
TE CONNECTIVITY PLC
1.16%
Shares155.5K
Event2026-06-30
Filed2026-08-05
CRM
SALESFORCE INC
1.84%
Shares195.3K
Event2026-06-30
Filed2026-08-05
PANW
PALO ALTO NETWORKS INC
-1.54%
Shares88.2K
Event2026-06-30
Filed2026-08-05
HBAN
HUNTINGTON BANCSHARES INC
0.66%
Shares1.7M
Event2026-06-30
Filed2026-08-05
EMR
EMERSON ELEC CO
-1.03%
Shares205.2K
Event2026-06-30
Filed2026-08-05
XLK
SELECT SECTOR SPDR TR
-0.75%
Shares153.8K
Event2026-06-30
Filed2026-08-05
IJR
ISHARES TR
-3.06%
Shares194.7K
Event2026-06-30
Filed2026-08-05
ETR
ENTERGY CORP NEW
-2.95%
Shares251.0K
Event2026-06-30
Filed2026-08-05
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
-0.79%
Shares85.4K
Event2026-06-30
Filed2026-08-05
INTC
INTEL CORP
18.19%
Shares201.6K
Event2026-06-30
Filed2026-08-05
AMGN
AMGEN INC
-1.89%
Shares77.4K
Event2026-06-30
Filed2026-08-05
DE
DEERE & CO
2.87%
Shares40.7K
Event2026-06-30
Filed2026-08-05
KO
COCA COLA CO
-2.27%
Shares314.8K
Event2026-06-30
Filed2026-08-05
JEPI
J P MORGAN EXCHANGE TRADED F
-5.73%
Shares444.5K
Event2026-06-30
Filed2026-08-05
VZ
VERIZON COMMUNICATIONS INC
0.09%
Shares586.3K
Event2026-06-30
Filed2026-08-05
ALL
ALLSTATE CORP
0.71%
Shares103.1K
Event2026-06-30
Filed2026-08-05
DHR
DANAHER CORP DEL
1.36%
Shares127.2K
Event2026-06-30
Filed2026-08-05
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares107.2K
Event2026-06-30
Filed2026-08-05
SCHW
SCHWAB CHARLES CORP
-0.25%
Shares259.7K
Event2026-06-30
Filed2026-08-05
IEMG
ISHARES INC
-2.22%
Shares288.8K
Event2026-06-30
Filed2026-08-05
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-1.74%
Shares271.2K
Event2026-06-30
Filed2026-08-05
USB
US BANCORP
-2.09%
Shares392.7K
Event2026-06-30
Filed2026-08-05
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
38.64%
Shares56.9K
Event2026-06-30
Filed2026-08-05
CW
CURTISS WRIGHT CORP
-3.72%
Shares31.2K
Event2026-06-30
Filed2026-08-05
EFA
ISHARES TR
3.76%
Shares227.3K
Event2026-06-30
Filed2026-08-05
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares106.8K
Event2026-06-30
Filed2026-08-05
TIIV
ETF SER SOLUTIONS
-1.10%
Shares808.5K
Event2026-06-30
Filed2026-08-05
IWP
ISHARES TR
0.86%
Shares160.9K
Event2026-06-30
Filed2026-08-05
DLR
DIGITAL RLTY TR INC
-1.04%
Shares130.1K
Event2026-06-30
Filed2026-08-05
LMT
LOCKHEED MARTIN CORP
-4.76%
Shares42.9K
Event2026-06-30
Filed2026-08-05
WASTE MGMT INC DEL
WASTE MGMT INC DEL
1.15%
Shares98.1K
Event2026-06-30
Filed2026-08-05
SBUX
STARBUCKS CORP
-2.16%
Shares209.8K
Event2026-06-30
Filed2026-08-05
CASY
CASEYS GEN STORES INC
-2.67%
Shares26.9K
Event2026-06-30
Filed2026-08-05
SOUTHERN CO
SOUTHERN CO
-1.35%
Shares223.3K
Event2026-06-30
Filed2026-08-05
VUG
VANGUARD INDEX FDS
575.72%
Shares247.5K
Event2026-06-30
Filed2026-08-05
VWO
VANGUARD INTL EQUITY INDEX F
-5.13%
Shares352.8K
Event2026-06-30
Filed2026-08-05
PNW
PINNACLE WEST CAP CORP
-0.69%
Shares195.5K
Event2026-06-30
Filed2026-08-05
MEDTRONIC PLC
MEDTRONIC PLC
2.41%
Shares257.9K
Event2026-06-30
Filed2026-08-05
DGX
QUEST DIAGNOSTICS INC
-0.32%
Shares94.9K
Event2026-06-30
Filed2026-08-05
AMT
AMERICAN TOWER CORP
0.43%
Shares120.3K
Event2026-06-30
Filed2026-08-05
QQQ
INVESCO QQQ TR
20.63%
Shares25.7K
Event2026-06-30
Filed2026-08-05
PLD
PROLOGIS INC.
-1.06%
Shares137.8K
Event2026-06-30
Filed2026-08-05
RF
REGIONS FINANCIAL CORP NEW
0.18%
Shares611.7K
Event2026-06-30
Filed2026-08-05
AFL
AFLAC INC
-9.44%
Shares147.6K
Event2026-06-30
Filed2026-08-05
SDY
SPDR SERIES TRUST
1.02%
Shares112.4K
Event2026-06-30
Filed2026-08-05
DUK
DUKE ENERGY CORP NEW
1.44%
Shares134.7K
Event2026-06-30
Filed2026-08-05
NETFLIX INC.
NETFLIX INC.
1.85%
Shares236.5K
Event2026-06-30
Filed2026-08-05
TGT
TARGET CORP
-1.37%
Shares127.3K
Event2026-06-30
Filed2026-08-05
VTV
VANGUARD INDEX FDS
1.66%
Shares75.2K
Event2026-06-30
Filed2026-08-05
IBM
INTERNATIONAL BUSINESS MACHS
-2.42%
Shares58.2K
Event2026-06-30
Filed2026-08-05
FITB
FIFTH THIRD BANCORP
-0.57%
Shares288.7K
Event2026-06-30
Filed2026-08-05
CSX
CSX CORP
-1.19%
Shares342.1K
Event2026-06-30
Filed2026-08-05
CHD
CHURCH & DWIGHT CO INC
17.29%
Shares165.7K
Event2026-06-30
Filed2026-08-05
TC ENERGY CORP
TC ENERGY CORP
-1.33%
Shares242.2K
Event2026-06-30
Filed2026-08-05
ISRG
INTUITIVE SURGICAL INC
12.27%
Shares40.3K
Event2026-06-30
Filed2026-08-05
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
116.49%
Shares136.4K
Event2026-06-30
Filed2026-08-05
APH
AMPHENOL CORP
-0.26%
Shares90.2K
Event2026-06-30
Filed2026-08-05
CP
CANADIAN PACIFIC KANSAS CITY
-0.97%
Shares182.6K
Event2026-06-30
Filed2026-08-05
SLB
SLB LIMITED
-1.69%
Shares333.8K
Event2026-06-30
Filed2026-08-05
ARM
ARM HOLDINGS PLC
47.81%
Shares43.7K
Event2026-06-30
Filed2026-08-05
SCHD
SCHWAB STRATEGIC TR
0.26%
Shares474.5K
Event2026-06-30
Filed2026-08-05
APD
AIR PRODUCTS AND CHEMICALS I
-0.21%
Shares51.0K
Event2026-06-30
Filed2026-08-05
CTAS
CINTAS CORP
0.23%
Shares86.5K
Event2026-06-30
Filed2026-08-05
LABCORP HOLDINGS INC
LABCORP HOLDINGS INC
-0.41%
Shares52.0K
Event2026-06-30
Filed2026-08-05
TFC
TRUIST FINL CORP
-0.27%
Shares289.1K
Event2026-06-30
Filed2026-08-05
DFEM
DIMENSIONAL ETF TRUST
11.10%
Shares345.6K
Event2026-06-30
Filed2026-08-05
VOT
VANGUARD INDEX FDS
-2.93%
Shares45.1K
Event2026-06-30
Filed2026-08-05
PRU
PRUDENTIAL FINL INC
-0.79%
Shares123.5K
Event2026-06-30
Filed2026-08-05
AEP
AMERICAN ELEC PWR CO INC
-2.94%
Shares93.4K
Event2026-06-30
Filed2026-08-05
KKR
KKR & CO INC
-1.86%
Shares139.2K
Event2026-06-30
Filed2026-08-05
URI
UNITED RENTALS INC
-4.20%
Shares11.2K
Event2026-06-30
Filed2026-08-05
FTV
FORTIVE CORP
2.06%
Shares206.5K
Event2026-06-30
Filed2026-08-05
DIS
DISNEY WALT CO
-2.16%
Shares129.1K
Event2026-06-30
Filed2026-08-05
MGA
MAGNA INTL INC
-1.57%
Shares189.2K
Event2026-06-30
Filed2026-08-05
GE
GE AEROSPACE
-0.62%
Shares33.0K
Event2026-06-30
Filed2026-08-05
ADOBE INC
ADOBE INC
-1.68%
Shares60.0K
Event2026-06-30
Filed2026-08-05
SON
SONOCO PRODS CO
-1.39%
Shares216.3K
Event2026-06-30
Filed2026-08-05
SYK
STRYKER CORPORATION
-2.60%
Shares38.0K
Event2026-06-30
Filed2026-08-05
SCHA
SCHWAB STRATEGIC TR
-0.44%
Shares326.4K
Event2026-06-30
Filed2026-08-05
IAU
ISHARES GOLD TR
-1.86%
Shares152.9K
Event2026-06-30
Filed2026-08-05
UPS
UNITED PARCEL SVCS INC
-1.30%
Shares106.1K
Event2026-06-30
Filed2026-08-05
ODFL
OLD DOMINION FREIGHT LINE IN
-1.03%
Shares50.4K
Event2026-06-30
Filed2026-08-05
VOE
VANGUARD INDEX FDS
-5.32%
Shares54.6K
Event2026-06-30
Filed2026-08-05
QUANTA SVCS INC
QUANTA SVCS INC
7.86%
Shares14.6K
Event2026-06-30
Filed2026-08-05
DATADOG INC
DATADOG INC
-1.27%
Shares40.4K
Event2026-06-30
Filed2026-08-05
MNST
MONSTER BEVERAGE CORP NEW
2.97%
Shares106.2K
Event2026-06-30
Filed2026-08-05
IWR
ISHARES TR
-11.10%
Shares91.1K
Event2026-06-30
Filed2026-08-05
CMI
CUMMINS INC
33.58%
Shares14.0K
Event2026-06-30
Filed2026-08-05
VB
VANGUARD INDEX FDS
0.95%
Shares32.9K
Event2026-06-30
Filed2026-08-05
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
18.31%
Shares79.9K
Event2026-06-30
Filed2026-08-05
AVY
AVERY DENNISON CORP
-0.78%
Shares60.8K
Event2026-06-30
Filed2026-08-05
IDEXX LABS INC
IDEXX LABS INC
-0.59%
Shares17.9K
Event2026-06-30
Filed2026-08-05
SERVICENOW INC
SERVICENOW INC
-1.60%
Shares94.7K
Event2026-06-30
Filed2026-08-05
GEV
GE VERNOVA INC
-1.16%
Shares8.0K
Event2026-06-30
Filed2026-08-05
LKQ
LKQ CORP
0.43%
Shares355.6K
Event2026-06-30
Filed2026-08-05
SNPS
SYNOPSYS INC
-0.74%
Shares20.9K
Event2026-06-30
Filed2026-08-05
SPSB
SPDR SERIES TRUST
24.34%
Shares307.5K
Event2026-06-30
Filed2026-08-05
SHW
SHERWIN WILLIAMS CO
-1.37%
Shares26.0K
Event2026-06-30
Filed2026-08-05
AMD
ADVANCED MICRO DEVICES INC
130.36%
Shares15.3K
Event2026-06-30
Filed2026-08-05
ZOETIS INC
ZOETIS INC
5.07%
Shares124.1K
Event2026-06-30
Filed2026-08-05
PGR
PROGRESSIVE CORP
65.56%
Shares40.7K
Event2026-06-30
Filed2026-08-05
IWM
ISHARES TR
-7.22%
Shares29.6K
Event2026-06-30
Filed2026-08-05
SNA
SNAP ON INC
-0.36%
Shares21.9K
Event2026-06-30
Filed2026-08-05
UHAL.B
U HAUL HOLDING COMPANY
-1.22%
Shares152.0K
Event2026-06-30
Filed2026-08-05
VNQ
VANGUARD INDEX FDS
-76.31%
Shares89.0K
Event2026-06-30
Filed2026-08-05
BDX
BECTON DICKINSON & CO
-0.80%
Shares56.4K
Event2026-06-30
Filed2026-08-05
GLD
SPDR GOLD TR
0.53%
Shares22.7K
Event2026-06-30
Filed2026-08-05
CBSH
COMMERCE BANCSHARES INC
-1.16%
Shares142.5K
Event2026-06-30
Filed2026-08-05
COF
CAPITAL ONE FINL CORP
87.59%
Shares40.7K
Event2026-06-30
Filed2026-08-05
CVS
CVS HEALTH CORP
-2.84%
Shares78.0K
Event2026-06-30
Filed2026-08-05
LECO
LINCOLN ELEC HLDGS INC
-3.91%
Shares30.2K
Event2026-06-30
Filed2026-08-05
VYM
VANGUARD WHITEHALL FDS
-0.66%
Shares50.4K
Event2026-06-30
Filed2026-08-05
BAH
BOOZ ALLEN HAMILTON HLDG COR
-0.01%
Shares127.4K
Event2026-06-30
Filed2026-08-05
SPSM
SPDR SERIES TRUST
1.11%
Shares128.1K
Event2026-06-30
Filed2026-08-05
DFAC
DIMENSIONAL ETF TRUST
0.13%
Shares161.4K
Event2026-06-30
Filed2026-08-05
SHOP
SHOPIFY INC
-2.40%
Shares62.5K
Event2026-06-30
Filed2026-08-05
IVW
ISHARES TR
1.23%
Shares51.2K
Event2026-06-30
Filed2026-08-05
XLI
SELECT SECTOR SPDR TR
-0.85%
Shares37.1K
Event2026-06-30
Filed2026-08-05
BMY
BRISTOL-MYERS SQUIBB CO
1.65%
Shares118.2K
Event2026-06-30
Filed2026-08-05
HAS
HASBRO INC
-0.61%
Shares81.9K
Event2026-06-30
Filed2026-08-05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.62%
Shares14.1K
Event2026-06-30
Filed2026-08-05
UMBF
UMB FINL CORP
-2.76%
Shares47.1K
Event2026-06-30
Filed2026-08-05
IWS
ISHARES TR
6.75%
Shares40.5K
Event2026-06-30
Filed2026-08-05
MPWR
MONOLITHIC PWR SYS INC
-35.85%
Shares4.8K
Event2026-06-30
Filed2026-08-05
IDEV
ISHARES TR
0.02%
Shares73.3K
Event2026-06-30
Filed2026-08-05
SPDR SERIES TRUST
SPDR SERIES TRUST
-0.09%
Shares73.2K
Event2026-06-30
Filed2026-08-05
HOOD
ROBINHOOD MKTS INC
New
Shares63.5K
Event2026-06-30
Filed2026-08-05
NEM
NEWMONT CORP
-2.54%
Shares68.2K
Event2026-06-30
Filed2026-08-05
GSK PLC
GSK PLC
-3.03%
Shares119.5K
Event2026-06-30
Filed2026-08-05
HRB
BLOCK H & R INC
-2.08%
Shares163.7K
Event2026-06-30
Filed2026-08-05
VBR
VANGUARD INDEX FDS
0.75%
Shares25.3K
Event2026-06-30
Filed2026-08-05
CRL
CHARLES RIV LABS INTL INC
-0.19%
Shares26.9K
Event2026-06-30
Filed2026-08-05
ELS
EQUITY LIFESTYLE PROPERTIES
-0.33%
Shares92.2K
Event2026-06-30
Filed2026-08-05
SIXA
EXCHANGE TRADED CONCEPTS TRU
-4.59%
Shares104.0K
Event2026-06-30
Filed2026-08-05
SLYV
SPDR SERIES TRUST
-1.79%
Shares52.8K
Event2026-06-30
Filed2026-08-05
LOW
LOWES COS INC
-2.40%
Shares26.1K
Event2026-06-30
Filed2026-08-05
EVRG
EVERGY INC
-3.17%
Shares63.8K
Event2026-06-30
Filed2026-08-05
MUB
ISHARES TR
-1.95%
Shares50.7K
Event2026-06-30
Filed2026-08-05
IWB
ISHARES TR
-2.50%
Shares13.2K
Event2026-06-30
Filed2026-08-05
PFE
PFIZER INC
-1.40%
Shares224.8K
Event2026-06-30
Filed2026-08-05
XLY
SELECT SECTOR SPDR TR
-0.83%
Shares45.3K
Event2026-06-30
Filed2026-08-05
XLF
SELECT SECTOR SPDR TR
-0.58%
Shares98.5K
Event2026-06-30
Filed2026-08-05
CWI
SPDR INDEX SHS FDS
-0.11%
Shares129.5K
Event2026-06-30
Filed2026-08-05
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares7
Event2026-06-30
Filed2026-08-05
IUSG
ISHARES TR
4.71%
Shares27.1K
Event2026-06-30
Filed2026-08-05
XLV
SELECT SECTOR SPDR TR
-6.36%
Shares31.9K
Event2026-06-30
Filed2026-08-05
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-8.19%
Shares9.7K
Event2026-06-30
Filed2026-08-05
TJX
TJX COS INC NEW
-0.90%
Shares32.6K
Event2026-06-30
Filed2026-08-05
FIS
FIDELITY NATL INFORMATION SV
2.82%
Shares125.2K
Event2026-06-30
Filed2026-08-05
VMI
VALMONT INDS INC
0.36%
Shares8.4K
Event2026-06-30
Filed2026-08-05
IYW
ISHARES TR
-1.96%
Shares19.0K
Event2026-06-30
Filed2026-08-05
IJJ
ISHARES TR
-0.92%
Shares29.6K
Event2026-06-30
Filed2026-08-05
ABT
ABBOTT LABORATORIES
-4.37%
Shares47.7K
Event2026-06-30
Filed2026-08-05
IWO
ISHARES TR
3.84%
Shares10.8K
Event2026-06-30
Filed2026-08-05
ORACLE CORP
ORACLE CORP
-0.58%
Shares28.7K
Event2026-06-30
Filed2026-08-05
FTI
TECHNIPFMC PLC
New
Shares62.1K
Event2026-06-30
Filed2026-08-05
FOXA
FOX CORP
-3.20%
Shares78.7K
Event2026-06-30
Filed2026-08-05
DON
WISDOMTREE TR
-0.32%
Shares71.8K
Event2026-06-30
Filed2026-08-05
STM
STMICROELECTRONICS N V
-2.32%
Shares53.2K
Event2026-06-30
Filed2026-08-05
VBK
VANGUARD INDEX FDS
-2.15%
Shares10.9K
Event2026-06-30
Filed2026-08-05
IJK
ISHARES TR
-0.42%
Shares33.7K
Event2026-06-30
Filed2026-08-05
WOR
WORTHINGTON ENTERPRISES INC
-1.65%
Shares72.6K
Event2026-06-30
Filed2026-08-05
ISHARES TR
ISHARES TR
-6.14%
Shares39.1K
Event2026-06-30
Filed2026-08-05
KLAC
KLA CORP
901.56%
Shares12.8K
Event2026-06-30
Filed2026-08-05
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
19.74%
Shares62.8K
Event2026-06-30
Filed2026-08-05
NUE
NUCOR CORP
1162.79%
Shares17.2K
Event2026-06-30
Filed2026-08-05
ESGD
ISHARES TR
3.77%
Shares36.7K
Event2026-06-30
Filed2026-08-05
TDS
TELEPHONE & DATA SYS INC
New
Shares100.0K
Event2026-06-30
Filed2026-08-05
SLV
ISHARES SILVER TR
2.44%
Shares68.7K
Event2026-06-30
Filed2026-08-05
HRL
HORMEL FOODS CORP
-2.17%
Shares147.8K
Event2026-06-30
Filed2026-08-05
IVE
ISHARES TR
1.33%
Shares16.1K
Event2026-06-30
Filed2026-08-05
BKH
BLACK HILLS CORP
-2.95%
Shares48.5K
Event2026-06-30
Filed2026-08-05
VIG
VANGUARD SPECIALIZED FUNDS
-25.46%
Shares15.2K
Event2026-06-30
Filed2026-08-05
IWN
ISHARES TR
-3.45%
Shares15.8K
Event2026-06-30
Filed2026-08-05
GS
GOLDMAN SACHS GROUP INC
27.99%
Shares3.5K
Event2026-06-30
Filed2026-08-05
3M CO
3M CO
-0.43%
Shares21.5K
Event2026-06-30
Filed2026-08-05
PSK
SPDR SERIES TRUST
-0.49%
Shares110.4K
Event2026-06-30
Filed2026-08-05
EEM
ISHARES TR
4.11%
Shares49.2K
Event2026-06-30
Filed2026-08-05
PSX
PHILLIPS 66
-0.02%
Shares19.9K
Event2026-06-30
Filed2026-08-05
USMV
ISHARES TR
386.62%
Shares34.2K
Event2026-06-30
Filed2026-08-05
PAYX
PAYCHEX INC
-3.14%
Shares33.0K
Event2026-06-30
Filed2026-08-05
KMB
KIMBERLY-CLARK CORP
-6.42%
Shares29.5K
Event2026-06-30
Filed2026-08-05
SCHX
SCHWAB STRATEGIC TR
0.00%
Shares109.0K
Event2026-06-30
Filed2026-08-05
IP
INTERNATIONAL PAPER CO
5.48%
Shares83.9K
Event2026-06-30
Filed2026-08-05
TXN
TEXAS INSTRS INC
-1.49%
Shares10.6K
Event2026-06-30
Filed2026-08-05
IJS
ISHARES TR
-1.60%
Shares23.0K
Event2026-06-30
Filed2026-08-05
ITW
ILLINOIS TOOL WKS INC
-3.70%
Shares11.4K
Event2026-06-30
Filed2026-08-05
PHG
KONINKLIJKE PHILIPS N V
-2.31%
Shares113.3K
Event2026-06-30
Filed2026-08-05
BLK
BLACKROCK INC
-4.21%
Shares3.0K
Event2026-06-30
Filed2026-08-05
CEG
CONSTELLATION ENERGY CORP
-2.55%
Shares11.8K
Event2026-06-30
Filed2026-08-05
WING
WINGSTOP INC
-2.23%
Shares16.9K
Event2026-06-30
Filed2026-08-05
CL
COLGATE PALMOLIVE CO
1.44%
Shares31.6K
Event2026-06-30
Filed2026-08-05
CRCL
CIRCLE INTERNET GROUP INC
0.00%
Shares45.5K
Event2026-06-30
Filed2026-08-05
IWY
ISHARES TR
15.38%
Shares9.7K
Event2026-06-30
Filed2026-08-05
PYPL
PAYPAL HLDGS INC
-84.76%
Shares65.1K
Event2026-06-30
Filed2026-08-05
VGT
VANGUARD WORLD FD
736.33%
Shares23.3K
Event2026-06-30
Filed2026-08-05
ITOT
ISHARES TR
7.36%
Shares16.9K
Event2026-06-30
Filed2026-08-05
BAC
BANK OF AMER CORP
-2.74%
Shares48.2K
Event2026-06-30
Filed2026-08-05
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-14.88%
Shares3.6K
Event2026-06-30
Filed2026-08-05
CORTEVA INC
CORTEVA INC
4.58%
Shares31.9K
Event2026-06-30
Filed2026-08-05
DVY
ISHARES TR
-6.58%
Shares17.1K
Event2026-06-30
Filed2026-08-05
VEU
VANGUARD INTL EQUITY INDEX F
-0.03%
Shares31.9K
Event2026-06-30
Filed2026-08-05
XLP
SELECT SECTOR SPDR TR
-4.66%
Shares32.0K
Event2026-06-30
Filed2026-08-05
XLB
SELECT SECTOR SPDR TR
-3.52%
Shares52.4K
Event2026-06-30
Filed2026-08-05
XLE
SELECT SECTOR SPDR TR
-3.04%
Shares49.9K
Event2026-06-30
Filed2026-08-05
AXP
AMERICAN EXPRESS CO
19.35%
Shares7.8K
Event2026-06-30
Filed2026-08-05
BA
BOEING CO
-0.61%
Shares12.2K
Event2026-06-30
Filed2026-08-05
VBIL
VANGUARD INSTL INDEX FD
New
Shares33.6K
Event2026-06-30
Filed2026-08-05
CWT
CALIFORNIA WTR SVC GROUP
-1.57%
Shares52.0K
Event2026-06-30
Filed2026-08-05
EXC
EXELON CORP
-2.20%
Shares53.6K
Event2026-06-30
Filed2026-08-05
ADP
AUTOMATIC DATA PROCESSING IN
-14.64%
Shares11.1K
Event2026-06-30
Filed2026-08-05
SCHH
SCHWAB STRATEGIC TR
-0.67%
Shares105.2K
Event2026-06-30
Filed2026-08-05
DFAT
DIMENSIONAL ETF TRUST
-4.43%
Shares35.6K
Event2026-06-30
Filed2026-08-05
ESGU
ISHARES TR
292.63%
Shares15.0K
Event2026-06-30
Filed2026-08-05
MBB
ISHARES TR
7.63%
Shares26.0K
Event2026-06-30
Filed2026-08-05
WS
WORTHINGTON STL INC
-1.69%
Shares72.6K
Event2026-06-30
Filed2026-08-05
FE
FIRSTENERGY CORP
0.08%
Shares51.2K
Event2026-06-30
Filed2026-08-05
NSC
NORFOLK SOUTHN CORP
8.33%
Shares7.7K
Event2026-06-30
Filed2026-08-05
MO
ALTRIA GROUP INC
36.92%
Shares33.7K
Event2026-06-30
Filed2026-08-05
IDV
ISHARES TR
6.68%
Shares56.7K
Event2026-06-30
Filed2026-08-05
VTEB
VANGUARD MUN BD FDS
-3.64%
Shares45.3K
Event2026-06-30
Filed2026-08-05
SOXX
ISHARES TR
0.00%
Shares3.6K
Event2026-06-30
Filed2026-08-05
DOMINION ENERGY INC
DOMINION ENERGY INC
-6.43%
Shares33.4K
Event2026-06-30
Filed2026-08-05
GPC
GENUINE PARTS CO
-1.80%
Shares19.2K
Event2026-06-30
Filed2026-08-05
DES
WISDOMTREE TR
-1.74%
Shares55.3K
Event2026-06-30
Filed2026-08-05
DRI
DARDEN RESTAURANTS INC
-0.66%
Shares10.8K
Event2026-06-30
Filed2026-08-05
EFSC
ENTERPRISE FINL SVCS CORP
-0.60%
Shares33.4K
Event2026-06-30
Filed2026-08-05
KR
KROGER CO
-0.92%
Shares39.3K
Event2026-06-30
Filed2026-08-05
VCIT
VANGUARD SCOTTSDALE FDS
3.18%
Shares25.7K
Event2026-06-30
Filed2026-08-05
IEF
ISHARES TR
-6.41%
Shares21.2K
Event2026-06-30
Filed2026-08-05
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
-7.13%
Shares13.7K
Event2026-06-30
Filed2026-08-05
DIVO
AMPLIFY ETF TR
-0.51%
Shares43.6K
Event2026-06-30
Filed2026-08-05
VT
VANGUARD INTL EQUITY INDEX F
7.54%
Shares12.6K
Event2026-06-30
Filed2026-08-05
EFG
ISHARES TR
2.26%
Shares15.8K
Event2026-06-30
Filed2026-08-05
DFUS
DIMENSIONAL ETF TRUST
-0.57%
Shares23.7K
Event2026-06-30
Filed2026-08-05
AEE
AMEREN CORP
-5.04%
Shares16.6K
Event2026-06-30
Filed2026-08-05
IWV
ISHARES TR
6.06%
Shares4.4K
Event2026-06-30
Filed2026-08-05
DISV
DIMENSIONAL ETF TRUST
-2.88%
Shares46.3K
Event2026-06-30
Filed2026-08-05
RSP
INVESCO EXCHANGE TRADED FD T
-1.26%
Shares8.6K
Event2026-06-30
Filed2026-08-05
MU
MICRON TECHNOLOGY INC
44.76%
Shares1.6K
Event2026-06-30
Filed2026-08-05
ADI
ANALOG DEVICES INC
4.25%
Shares4.4K
Event2026-06-30
Filed2026-08-05
SCZ
ISHARES TR
0.36%
Shares21.2K
Event2026-06-30
Filed2026-08-05
MKC
MCCORMICK & CO INC
-76.33%
Shares33.7K
Event2026-06-30
Filed2026-08-05
SHY
ISHARES TR
-16.36%
Shares20.6K
Event2026-06-30
Filed2026-08-05
GIS
GENERAL MILLS INC
-6.02%
Shares48.4K
Event2026-06-30
Filed2026-08-05
T
AT&T INC
-20.99%
Shares81.1K
Event2026-06-30
Filed2026-08-05
VRP
INVESCO EXCH TRADED FD TR II
32.32%
Shares68.9K
Event2026-06-30
Filed2026-08-05
MGK
VANGUARD WORLD FD
456.69%
Shares19.0K
Event2026-06-30
Filed2026-08-05
ITM
VANECK ETF TRUST
-1.84%
Shares35.2K
Event2026-06-30
Filed2026-08-05
TEVA
TEVA PHARMACEUTICAL INDS LTD
-3.72%
Shares48.6K
Event2026-06-30
Filed2026-08-05
MDLZ
MONDELEZ INTL INC
-7.03%
Shares28.4K
Event2026-06-30
Filed2026-08-05
PFF
ISHARES TR
-1.58%
Shares53.6K
Event2026-06-30
Filed2026-08-05
WFC
WELLS FARGO & CO
-6.08%
Shares19.6K
Event2026-06-30
Filed2026-08-05
VV
VANGUARD INDEX FDS
-4.82%
Shares4.7K
Event2026-06-30
Filed2026-08-05
IJT
ISHARES TR
1.11%
Shares8.7K
Event2026-06-30
Filed2026-08-05
ORLY
OREILLY AUTOMOTIVE INC
-16.21%
Shares16.4K
Event2026-06-30
Filed2026-08-05
S&P GLOBAL INC
S&P GLOBAL INC
-49.56%
Shares3.7K
Event2026-06-30
Filed2026-08-05
DOW
DOW HLDGS INC
-91.96%
Shares54.1K
Event2026-06-30
Filed2026-08-05
IFF
INTERNATIONAL FLAVORS&FRAGRA
-5.41%
Shares18.7K
Event2026-06-30
Filed2026-08-05
WBD
WARNER BROS DISCOVERY INC
-4.06%
Shares53.1K
Event2026-06-30
Filed2026-08-05
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
100.09%
Shares21.8K
Event2026-06-30
Filed2026-08-05
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-16.29%
Shares1.4K
Event2026-06-30
Filed2026-08-05
DFAX
DIMENSIONAL ETF TRUST
1.88%
Shares36.0K
Event2026-06-30
Filed2026-08-05
SUB
ISHARES TR
0.30%
Shares12.4K
Event2026-06-30
Filed2026-08-05
ESGV
VANGUARD WORLD FD
25.68%
Shares9.8K
Event2026-06-30
Filed2026-08-05
SHEL
SHELL PLC
-4.51%
Shares16.7K
Event2026-06-30
Filed2026-08-05
DFUV
DIMENSIONAL ETF TRUST
1.55%
Shares23.4K
Event2026-06-30
Filed2026-08-05
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
-1.44%
Shares28.1K
Event2026-06-30
Filed2026-08-05
YUM
YUM BRANDS INC
-0.77%
Shares8.0K
Event2026-06-30
Filed2026-08-05
UTL
UNITIL CORP
276.92%
Shares24.0K
Event2026-06-30
Filed2026-08-05
MSCI
MSCI INC
-4.17%
Shares2.2K
Event2026-06-30
Filed2026-08-05
ET
ENERGY TRANSFER L P
77.11%
Shares63.7K
Event2026-06-30
Filed2026-08-05
VLO
VALERO ENERGY CORP
-2.27%
Shares4.6K
Event2026-06-30
Filed2026-08-05
DFIV
DIMENSIONAL ETF TRUST
41.08%
Shares21.9K
Event2026-06-30
Filed2026-08-05
HSY
HERSHEY CO
-0.33%
Shares6.7K
Event2026-06-30
Filed2026-08-05
VTIP
VANGUARD MALVERN FDS
-0.36%
Shares23.3K
Event2026-06-30
Filed2026-08-05
ADX
ADAMS DIVERSIFIED EQUITY FD
1.91%
Shares44.9K
Event2026-06-30
Filed2026-08-05
SUSA
ISHARES TR
-6.91%
Shares7.4K
Event2026-06-30
Filed2026-08-05
GILD
GILEAD SCIENCES INC
-3.96%
Shares8.9K
Event2026-06-30
Filed2026-08-05
MCK
MCKESSON CORP
-9.84%
Shares1.5K
Event2026-06-30
Filed2026-08-05
IBIT
ISHARES BITCOIN TRUST ETF
-1.79%
Shares33.6K
Event2026-06-30
Filed2026-08-05
ACWX
ISHARES TR
27.18%
Shares14.7K
Event2026-06-30
Filed2026-08-05
LIN
LINDE PLC
1.95%
Shares2.1K
Event2026-06-30
Filed2026-08-05
VXUS
VANGUARD STAR FDS
8.85%
Shares12.9K
Event2026-06-30
Filed2026-08-05
BND
VANGUARD BD INDEX FDS
-26.91%
Shares14.6K
Event2026-06-30
Filed2026-08-05
BP
BP PLC
-6.53%
Shares28.6K
Event2026-06-30
Filed2026-08-05
UL
UNILEVER PLC
-1.81%
Shares17.5K
Event2026-06-30
Filed2026-08-05
SLYG
SPDR SERIES TRUST
0.17%
Shares8.7K
Event2026-06-30
Filed2026-08-05
GD
GENERAL DYNAMICS CORP
-1.92%
Shares2.9K
Event2026-06-30
Filed2026-08-05
TT
TRANE TECHNOLOGIES PLC
0.34%
Shares2.1K
Event2026-06-30
Filed2026-08-05
IGSB
ISHARES TR
-2.82%
Shares19.5K
Event2026-06-30
Filed2026-08-05
GRMN
GARMIN LTD
-1.26%
Shares4.2K
Event2026-06-30
Filed2026-08-05
DIA
STATE STR SPDR DOW JONES IND
-10.00%
Shares1.9K
Event2026-06-30
Filed2026-08-05
VXF
VANGUARD INDEX FDS
15.29%
Shares4.0K
Event2026-06-30
Filed2026-08-05
WELL
WELLTOWER INC
-2.59%
Shares4.3K
Event2026-06-30
Filed2026-08-05
CMG
CHIPOTLE MEXICAN GRILL INC
-30.27%
Shares28.3K
Event2026-06-30
Filed2026-08-05
VONE
VANGUARD SCOTTSDALE FDS
0.00%
Shares2.8K
Event2026-06-30
Filed2026-08-05
SJNK
SPDR SERIES TRUST
0.00%
Shares37.4K
Event2026-06-30
Filed2026-08-05
INTU
INTUIT
-73.86%
Shares3.6K
Event2026-06-30
Filed2026-08-05
IGV
ISHARES TR
111.54%
Shares10.0K
Event2026-06-30
Filed2026-08-05
VONG
VANGUARD SCOTTSDALE FDS
17.93%
Shares7.0K
Event2026-06-30
Filed2026-08-05
SYY
SYSCO CORP
19.88%
Shares10.6K
Event2026-06-30
Filed2026-08-05
NUSC
NUSHARES ETF TR
0.00%
Shares16.7K
Event2026-06-30
Filed2026-08-05
SRCE
1ST SOURCE CORP
-1.64%
Shares10.7K
Event2026-06-30
Filed2026-08-05
DFAE
DIMENSIONAL ETF TRUST
0.00%
Shares21.5K
Event2026-06-30
Filed2026-08-05
XNTK
SPDR SERIES TRUST
0.00%
Shares2.2K
Event2026-06-30
Filed2026-08-05
IBB
ISHARES TR
-9.62%
Shares4.4K
Event2026-06-30
Filed2026-08-05
VCSH
VANGUARD SCOTTSDALE FDS
-0.16%
Shares10.4K
Event2026-06-30
Filed2026-08-05
ANET
ARISTA NETWORKS INC
0.00%
Shares4.8K
Event2026-06-30
Filed2026-08-05
PAVE
GLOBAL X FDS
-5.34%
Shares13.8K
Event2026-06-30
Filed2026-08-05
QUAL
ISHARES TR
-8.64%
Shares3.7K
Event2026-06-30
Filed2026-08-05
BMO
BANK MONTREAL MEDIUM
-0.54%
Shares4.6K
Event2026-06-30
Filed2026-08-05
DSI
ISHARES TR
-9.06%
Shares5.7K
Event2026-06-30
Filed2026-08-05
DGRW
WISDOMTREE TR
-9.43%
Shares8.3K
Event2026-06-30
Filed2026-08-05
FNDX
SCHWAB STRATEGIC TR
35.97%
Shares25.3K
Event2026-06-30
Filed2026-08-05
CIBR
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares8.7K
Event2026-06-30
Filed2026-08-05
TLT
ISHARES TR
4.08%
Shares9.0K
Event2026-06-30
Filed2026-08-05
LUV
SOUTHWEST AIRLS CO
-4.70%
Shares15.1K
Event2026-06-30
Filed2026-08-05
FDX
FEDEX CORP
-3.98%
Shares2.4K
Event2026-06-30
Filed2026-08-05
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares4.4K
Event2026-06-30
Filed2026-08-05
MMC
MARSH & MCLENNAN COS INC
17.87%
Shares4.5K
Event2026-06-30
Filed2026-08-05
WY
WEYERHAEUSER CO
-0.59%
Shares31.2K
Event2026-06-30
Filed2026-08-05
AJG
GALLAGHER ARTHUR J & CO
6.53%
Shares3.2K
Event2026-06-30
Filed2026-08-05
LW
LAMB WESTON HLDGS INC
-0.74%
Shares17.1K
Event2026-06-30
Filed2026-08-05
CMCSA
COMCAST CORP NEW
-12.78%
Shares30.0K
Event2026-06-30
Filed2026-08-05
CWB
SPDR SERIES TRUST
0.00%
Shares6.8K
Event2026-06-30
Filed2026-08-05
CME
CME GROUP INC
-9.22%
Shares3.3K
Event2026-06-30
Filed2026-08-05
BUSE
FIRST BUSEY CORP
0.00%
Shares24.6K
Event2026-06-30
Filed2026-08-05
ITA
ISHARES TR
-7.44%
Shares3.0K
Event2026-06-30
Filed2026-08-05
CBT
CABOT CORP
-3.40%
Shares7.8K
Event2026-06-30
Filed2026-08-05
SCHM
SCHWAB STRATEGIC TR
-1.01%
Shares19.1K
Event2026-06-30
Filed2026-08-05
SPYG
SPDR SERIES TRUST
-15.48%
Shares5.9K
Event2026-06-30
Filed2026-08-05
AROW
ARROW FINL CORP
-10.61%
Shares16.9K
Event2026-06-30
Filed2026-08-05
VRT
VERTIV HOLDINGS CO
11.00%
Shares2.0K
Event2026-06-30
Filed2026-08-05
IXP
ISHARES TR
0.00%
Shares6.0K
Event2026-06-30
Filed2026-08-05
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares4.9K
Event2026-06-30
Filed2026-08-05
MAR
MARRIOTT INTL INC NEW
157.43%
Shares1.8K
Event2026-06-30
Filed2026-08-05
BK
BANK OF NY MELLON CORP
-6.42%
Shares4.5K
Event2026-06-30
Filed2026-08-05
GBTC
GRAYSCALE BITCOIN TRUST ETF
1.79%
Shares14.2K
Event2026-06-30
Filed2026-08-05
HDV
ISHARES TR
305.26%
Shares23.6K
Event2026-06-30
Filed2026-08-05
EFV
ISHARES TR
8.49%
Shares8.4K
Event2026-06-30
Filed2026-08-05
RKT
ROCKET COS INC
-2.41%
Shares40.7K
Event2026-06-30
Filed2026-08-05
ARES CAPITAL CORP
ARES CAPITAL CORP
0.00%
Shares34.4K
Event2026-06-30
Filed2026-08-05
SPYV
SPDR SERIES TRUST
9.64%
Shares10.5K
Event2026-06-30
Filed2026-08-05
EWJ
ISHARES INC
-5.45%
Shares6.8K
Event2026-06-30
Filed2026-08-05
ESGE
ISHARES INC
13.77%
Shares11.4K
Event2026-06-30
Filed2026-08-05
CDNS
CADENCE DESIGN SYSTEM INC
-4.60%
Shares1.6K
Event2026-06-30
Filed2026-08-05
XLC
SELECT SECTOR SPDR TR
-0.92%
Shares5.7K
Event2026-06-30
Filed2026-08-05
NKE
NIKE INC
-17.38%
Shares14.8K
Event2026-06-30
Filed2026-08-05
AEM
AGNICO EAGLE MINES LTD
0.21%
Shares3.8K
Event2026-06-30
Filed2026-08-05
GWW
WW GRAINGER INC
38.73%
Shares437
Event2026-06-30
Filed2026-08-05
ASTRAZENECA PLC
ASTRAZENECA PLC
22.03%
Shares3.1K
Event2026-06-30
Filed2026-08-05
BAX
BAXTER INTL INC
-4.29%
Shares27.7K
Event2026-06-30
Filed2026-08-05
VFC
V F CORP
0.11%
Shares35.1K
Event2026-06-30
Filed2026-08-05
SCHR
SCHWAB STRATEGIC TR
-95.27%
Shares23.6K
Event2026-06-30
Filed2026-08-05
GEHC
GE HEALTHCARE TECHNOLOGIES I
-3.13%
Shares9.1K
Event2026-06-30
Filed2026-08-05
SGOV
ISHARES TR
New
Shares5.8K
Event2026-06-30
Filed2026-08-05
VSGX
VANGUARD WORLD FD
0.00%
Shares7.0K
Event2026-06-30
Filed2026-08-05
EPD
ENTERPRISE PRODS PARTNERS L
-5.15%
Shares15.7K
Event2026-06-30
Filed2026-08-05
SUN
SUNOCO LP/SUNOCO FIN CORP
0.00%
Shares8.5K
Event2026-06-30
Filed2026-08-05
CDE
COEUR MNG INC
0.82%
Shares35.1K
Event2026-06-30
Filed2026-08-05
KTB
KONTOOR BRANDS INC
0.80%
Shares6.8K
Event2026-06-30
Filed2026-08-05
SPDW
SPDR INDEX SHS FDS
0.00%
Shares11.2K
Event2026-06-30
Filed2026-08-05
CPB
THE CAMPBELLS COMPANY
-3.01%
Shares25.3K
Event2026-06-30
Filed2026-08-05
OKE
ONEOK INC NEW
-4.32%
Shares6.4K
Event2026-06-30
Filed2026-08-05
IEI
ISHARES TR
0.00%
Shares4.7K
Event2026-06-30
Filed2026-08-05
VSS
VANGUARD INTL EQUITY INDEX F
-0.89%
Shares3.6K
Event2026-06-30
Filed2026-08-05
SPOTIFY TECHNOLOGY S A
SPOTIFY TECHNOLOGY S A
-87.73%
Shares1.2K
Event2026-06-30
Filed2026-08-05
CI
THE CIGNA GROUP
1.58%
Shares2.0K
Event2026-06-30
Filed2026-08-05
MGC
VANGUARD WORLD FD
0.00%
Shares2.0K
Event2026-06-30
Filed2026-08-05
TDIV
FIRST TR EXCHANGE TRADED FD
New
Shares4.7K
Event2026-06-30
Filed2026-08-05
JMOM
J P MORGAN EXCHANGE TRADED F
0.00%
Shares6.3K
Event2026-06-30
Filed2026-08-05
VGIT
VANGUARD SCOTTSDALE FDS
-29.36%
Shares9.1K
Event2026-06-30
Filed2026-08-05
WEC
WEC ENERGY GROUP INC
-7.27%
Shares4.5K
Event2026-06-30
Filed2026-08-05
FAST
FASTENAL CO
0.00%
Shares10.9K
Event2026-06-30
Filed2026-08-05
MLM
MARTIN MARIETTA MATLS INC
-0.22%
Shares908
Event2026-06-30
Filed2026-08-05
DGRO
ISHARES TR
3.47%
Shares6.9K
Event2026-06-30
Filed2026-08-05
LHX
L3HARRIS TECHNOLOGIES INC
0.46%
Shares1.7K
Event2026-06-30
Filed2026-08-05
VUSB
VANGUARD BD INDEX FDS
-0.82%
Shares10.1K
Event2026-06-30
Filed2026-08-05
DFSE
DIMENSIONAL ETF TRUST
19.26%
Shares10.2K
Event2026-06-30
Filed2026-08-05
SGI
SOMNIGROUP INTERNATIONAL INC
New
Shares6.4K
Event2026-06-30
Filed2026-08-05
JKHY
HENRY JACK & ASSOC INC
-19.13%
Shares3.6K
Event2026-06-30
Filed2026-08-05
GOVT
ISHARES TR
-43.16%
Shares21.8K
Event2026-06-30
Filed2026-08-05
IYZ
ISHARES TR
0.00%
Shares11.7K
Event2026-06-30
Filed2026-08-05
BTC
GRAYSCALE BITCOIN MINI TR ET
0.26%
Shares19.0K
Event2026-06-30
Filed2026-08-05
AGX
ARGAN INC
New
Shares611
Event2026-06-30
Filed2026-08-05
ICE
INTERCONTINENTAL EXCHANGE IN
-9.35%
Shares3.9K
Event2026-06-30
Filed2026-08-05
ALAB
ASTERA LABS INC
New
Shares1.0K
Event2026-06-30
Filed2026-08-05
MET
METLIFE INC
-2.00%
Shares5.7K
Event2026-06-30
Filed2026-08-05
IQLT
ISHARES TR
0.00%
Shares9.7K
Event2026-06-30
Filed2026-08-05
DELL
DELL TECHNOLOGIES INC
New
Shares1.1K
Event2026-06-30
Filed2026-08-05
MRVL
MARVELL TECHNOLOGY INC
New
Shares1.6K
Event2026-06-30
Filed2026-08-05
DLN
WISDOMTREE TR
0.00%
Shares4.8K
Event2026-06-30
Filed2026-08-05
IUSB
ISHARES TR
-6.25%
Shares9.9K
Event2026-06-30
Filed2026-08-05
ESML
ISHARES TR
-0.13%
Shares8.2K
Event2026-06-30
Filed2026-08-05
MTUM
ISHARES TR
-1.34%
Shares1.3K
Event2026-06-30
Filed2026-08-05
NRG
NRG ENERGY INC
0.00%
Shares3.1K
Event2026-06-30
Filed2026-08-05
EME
EMCOR GROUP INC
-0.36%
Shares547
Event2026-06-30
Filed2026-08-05
CCI
CROWN CASTLE INC
-15.13%
Shares6.0K
Event2026-06-30
Filed2026-08-05
LQD
ISHARES TR
-6.02%
Shares4.1K
Event2026-06-30
Filed2026-08-05
CARR
CARRIER GLOBAL CORPORATION
-4.49%
Shares6.0K
Event2026-06-30
Filed2026-08-05
TTEK
TETRA TECH INC NEW
0.00%
Shares15.2K
Event2026-06-30
Filed2026-08-05
RSG
REPUBLIC SVCS INC
-7.96%
Shares2.1K
Event2026-06-30
Filed2026-08-05
UBER
UBER TECHNOLOGIES INC
-23.63%
Shares6.1K
Event2026-06-30
Filed2026-08-05
GSLC
GOLDMAN SACHS ETF TR
New
Shares3.1K
Event2026-06-30
Filed2026-08-05
PH
PARKER-HANNIFIN CORP
-44.11%
Shares446
Event2026-06-30
Filed2026-08-05
OEF
ISHARES TR
0.25%
Shares1.2K
Event2026-06-30
Filed2026-08-05
KMI
KINDER MORGAN INC DEL
-2.62%
Shares13.5K
Event2026-06-30
Filed2026-08-05
ACLC
AMERICAN CENTY ETF TR
-80.72%
Shares5.1K
Event2026-06-30
Filed2026-08-05
KRE
SPDR SERIES TRUST
0.00%
Shares5.7K
Event2026-06-30
Filed2026-08-05
BSX
BOSTON SCIENTIFIC CORP
1.16%
Shares10.0K
Event2026-06-30
Filed2026-08-05
PHM
PULTE GROUP INC
-3.43%
Shares3.1K
Event2026-06-30
Filed2026-08-05
HYG
ISHARES TR
-66.59%
Shares5.3K
Event2026-06-30
Filed2026-08-05
C
CITIGROUP INC
-2.74%
Shares3.0K
Event2026-06-30
Filed2026-08-05
MICROCHIP TECHNOLOGY INC.
MICROCHIP TECHNOLOGY INC.
-12.77%
Shares4.6K
Event2026-06-30
Filed2026-08-05
DOV
DOVER CORP
0.99%
Shares1.8K
Event2026-06-30
Filed2026-08-05
IYT
ISHARES TR
-4.03%
Shares4.8K
Event2026-06-30
Filed2026-08-05
CEF
SPROTT ASSET MANAGEMENT LP
0.00%
Shares10.1K
Event2026-06-30
Filed2026-08-05
MTB
M & T BK CORP
-0.59%
Shares1.7K
Event2026-06-30
Filed2026-08-05
DFAU
DIMENSIONAL ETF TRUST
-2.19%
Shares7.6K
Event2026-06-30
Filed2026-08-05
EFX
EQUIFAX INC
0.00%
Shares2.5K
Event2026-06-30
Filed2026-08-05
SPHQ
INVESCO EXCHANGE TRADED FD T
-0.69%
Shares4.3K
Event2026-06-30
Filed2026-08-05
BTI
BRITISH AMERN TOB PLC
-5.74%
Shares6.2K
Event2026-06-30
Filed2026-08-05
ZBH
ZIMMER BIOMET HOLDINGS INC
-0.45%
Shares4.4K
Event2026-06-30
Filed2026-08-05
BE
BLOOM ENERGY CORP
-19.32%
Shares1.3K
Event2026-06-30
Filed2026-08-05
JMTG
J P MORGAN EXCHANGE TRADED F
-20.48%
Shares7.4K
Event2026-06-30
Filed2026-08-05
DTD
WISDOMTREE TR
-2.08%
Shares4.0K
Event2026-06-30
Filed2026-08-05
O
REALTY INCOME CORP
-4.02%
Shares6.0K
Event2026-06-30
Filed2026-08-05
CAG
CONAGRA BRANDS INC
5.59%
Shares27.2K
Event2026-06-30
Filed2026-08-05
F
FORD MTR CO
-14.42%
Shares26.2K
Event2026-06-30
Filed2026-08-05
ED
CONSOLIDATED EDISON INC
-5.75%
Shares3.3K
Event2026-06-30
Filed2026-08-05
EOG
EOG RES INC
1.27%
Shares2.8K
Event2026-06-30
Filed2026-08-05
JQUA
J P MORGAN EXCHANGE TRADED F
-11.75%
Shares5.0K
Event2026-06-30
Filed2026-08-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Midwest Trust Co Institutional Holdings, Portfolio & P&L β€” TradeFomo