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The Analysis of MISSION WEALTH MANAGEMENT, LP's Holdings & P&L

Currently, MISSION WEALTH MANAGEMENT, LP holds 1016 types of securities in its portfolio with a total value $8.0B. In the most recent quarter, they have increased their positions in VUG (+6.5M shares, valued at $564.2M), NVDA (+794.9K shares, valued at $159.1M), AVDE (+1.7M shares, valued at $155.3M); decreased their positions in DFUS (-41.3K shares, valued at $3.4M), WDC (-3.2K shares, valued at $2.0M), IEF (-18.7K shares, valued at $1.8M); initiated new positions in AIQ (+93.9K shares, valued at $6.2M), DFEV (+127.1K shares, valued at $5.4M), GPIQ (+90.0K shares, valued at $5.3M).

1M P&L

+238.2M+3.48%

3M P&L

+52.4M+0.74%

HY P&L

-2.8B-27.97%

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/A4.6B

66.0%

2Semiconductors437.5M

6.2%

3Consumer Electronics351.3M

5.0%

Top Industries by Stock Count

1N/A373 stocks

40.7%

2Software - Application22 stocks

2.4%

3Banks - Regional17 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS3.1M shares29.48%2026-06-302026-07-20

VUG VANGUARD INDEX FDS7.5M shares663.74%2026-06-302026-07-20

AVDE AMERICAN CENTY ETF TR5.1M shares51.11%2026-06-302026-07-20

VB VANGUARD INDEX FDS1.5M shares31.43%2026-06-302026-07-20

AAPL APPLE INC1.2M shares35.31%2026-06-302026-07-20

NVDA NVIDIA CORPORATION1.6M shares94.84%2026-06-302026-07-20

MSFT MICROSOFT CORP644.6K shares56.24%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS502.1K shares48.33%2026-06-302026-07-20

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ISHARES TR ISHARES TR1.8M shares16.92%2026-06-302026-07-20

AMZN AMAZON COM INC592.3K shares80.43%2026-06-302026-07-20

GPIX GOLDMAN SACHS ETF TR2.2M shares263.95%2026-06-302026-07-20

BROADCOM INC BROADCOM INC279.7K shares153.13%2026-06-302026-07-20

IJR ISHARES TR706.0K shares18.01%2026-06-302026-07-20

GOOG ALPHABET INC281.6K shares40.45%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS1.3M shares8.56%2026-06-302026-07-20

USFR WISDOMTREE TR1.9M shares115.19%2026-06-302026-07-20

Sponsored

GOOGL ALPHABET INC262.8K shares144.36%2026-06-302026-07-20

IWF ISHARES TR719.3K shares416.51%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC123.0K shares157.62%2026-06-302026-07-20

AVEM AMERICAN CENTY ETF TR723.8K shares28.28%2026-06-302026-07-20

TSLA TESLA INC160.0K shares31.24%2026-06-302026-07-20

SUSA ISHARES TR434.8K shares5.47%2026-06-302026-07-20

ITOT ISHARES TR394.3K shares-0.32%2026-06-302026-07-20

IWD ISHARES TR265.6K shares18.21%2026-06-302026-07-20

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T72.2K shares28.17%2026-06-302026-07-20

ESGD ISHARES TR492.1K shares12.10%2026-06-302026-07-20

NUSC NUSHARES ETF TR876.5K shares5.51%2026-06-302026-07-20

DFAC DIMENSIONAL ETF TRUST973.3K shares35.53%2026-06-302026-07-20

USRT ISHARES TR630.5K shares19.84%2026-06-302026-07-20

DFAI DIMENSIONAL ETF TRUST1.0M shares9.82%2026-06-302026-07-20

DFUV DIMENSIONAL ETF TRUST715.5K shares0.34%2026-06-302026-07-20

LRCX LAM RESEARCH CORP89.3K shares200.25%2026-06-302026-07-20

Sponsored

ESGU ISHARES TR232.2K shares4.44%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO110.5K shares74.74%2026-06-302026-07-20

QQQ INVESCO QQQ TR47.2K shares32.55%2026-06-302026-07-20

DFUS DIMENSIONAL ETF TRUST423.0K shares-8.89%2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS145.3K shares114.03%2026-06-302026-07-20

ESGE ISHARES INC622.2K shares6.21%2026-06-302026-07-20

CAT CATERPILLAR INC31.4K shares211.85%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC56.9K shares47.11%2026-06-302026-07-20

Sponsored

DFAE DIMENSIONAL ETF TRUST776.3K shares8.68%2026-06-302026-07-20

LLY ELI LILLY & CO25.6K shares71.90%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION32.5K shares147.05%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR867.3K shares2167.69%2026-06-302026-07-20

ISHARES TR ISHARES TR39.1K shares8.77%2026-06-302026-07-20

VOO VANGUARD INDEX FDS42.7K shares128.32%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC49.5K shares61.61%2026-06-302026-07-20

VISA INC VISA INC80.6K shares81.36%2026-06-302026-07-20

Sponsored

DFAU DIMENSIONAL ETF TRUST522.0K shares11.07%2026-06-302026-07-20

DFAT DIMENSIONAL ETF TRUST373.2K shares86.86%2026-06-302026-07-20

IWB ISHARES TR63.1K shares1.20%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC21.9K shares79.31%2026-06-302026-07-20

CGDV CAPITAL GROUP DIVIDEND VALUE506.9K shares9.06%2026-06-302026-07-20

DFAS DIMENSIONAL ETF TRUST301.9K shares3.28%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON96.8K shares78.39%2026-06-302026-07-20

SCZ ISHARES TR293.7K shares28.73%2026-06-302026-07-20

Sponsored

WMT WALMART INC211.5K shares293.69%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR795.4K shares128.79%2026-06-302026-07-20

IJH ISHARES TR298.4K shares66.52%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F379.7K shares8.03%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR739.8K shares9.57%2026-06-302026-07-20

ARK ETF TR ARK ETF TR250.8K shares-0.25%2026-06-302026-07-20

INTC INTEL CORP144.7K shares20.35%2026-06-302026-07-20

CGGR CAPITAL GROUP GROWTH ETF405.9K shares0.38%2026-06-302026-07-20

Sponsored

JPST J P MORGAN EXCHANGE TRADED F371.1K shares6253.90%2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR559.2K shares872.03%2026-06-302026-07-20

BA BOEING CO81.1K shares707.43%2026-06-302026-07-20

ABBVIE INC ABBVIE INC69.1K shares119.07%2026-06-302026-07-20

KLAC KLA CORP54.9K shares3603.71%2026-06-302026-07-20

ORACLE CORP ORACLE CORP111.0K shares41.87%2026-06-302026-07-20

SCHB SCHWAB STRATEGIC TR534.5K shares361.42%2026-06-302026-07-20

ISRG INTUITIVE SURGICAL INC38.6K shares19.66%2026-06-302026-07-20

Sponsored

VONG VANGUARD SCOTTSDALE FDS119.5K shares15.34%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.211.9K shares10.33%2026-06-302026-07-20

HD HOME DEPOT INC42.4K shares9.72%2026-06-302026-07-20

CVX CHEVRON CORPORATION89.8K shares57.66%2026-06-302026-07-20

RSPT INVESCO EXCHANGE TRADED FD T230.2K shares1055.99%2026-06-302026-07-20

SMH VANECK ETF TRUST22.5K shares1643.63%2026-06-302026-07-20

NULG NUSHARES ETF TR124.4K shares15.66%2026-06-302026-07-20

VYM VANGUARD WHITEHALL FDS90.3K shares99.69%2026-06-302026-07-20

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC29.9K shares246.63%2026-06-302026-07-20

VSGX VANGUARD WORLD FD169.3K shares15.34%2026-06-302026-07-20

VGT VANGUARD WORLD FD115.1K shares1897.67%2026-06-302026-07-20

BLK BLACKROCK INC14.2K shares97.90%2026-06-302026-07-20

URI UNITED RENTALS INC11.7K shares66.35%2026-06-302026-07-20

DE DEERE & CO20.7K shares322.07%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC110.9K shares61.26%2026-06-302026-07-20

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC67.1K shares680.95%2026-06-302026-07-20

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL17 shares466.67%2026-06-302026-07-20

NULV NUSHARES ETF TR245.8K shares13.37%2026-06-302026-07-20

PG PROCTER & GAMBLE CO83.6K shares164.15%2026-06-302026-07-20

TXN TEXAS INSTRS INC40.3K shares63.06%2026-06-302026-07-20

NUDM NUSHARES ETF TR299.9K shares26.26%2026-06-302026-07-20

VCRB VANGUARD MALVERN FDS151.6K shares45.21%2026-06-302026-07-20

DFIV DIMENSIONAL ETF TRUST208.8K shares1.75%2026-06-302026-07-20

MOAT VANECK ETF TRUST106.5K shares3315.33%2026-06-302026-07-20

Sponsored

VYMI VANGUARD WHITEHALL FDS112.1K shares2598.94%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC31.2K shares67.58%2026-06-302026-07-20

BAC BANK OF AMER CORP186.6K shares54.37%2026-06-302026-07-20

VXUS VANGUARD STAR FDS118.1K shares74.56%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC10.0K shares100.83%2026-06-302026-07-20

BIV VANGUARD BD INDEX FDS130.5K shares-4.82%2026-06-302026-07-20

GE GE AEROSPACE26.4K shares99.83%2026-06-302026-07-20

IEMG ISHARES INC117.9K shares7.29%2026-06-302026-07-20

Sponsored

XLK SELECT SECTOR SPDR TR51.0K shares19.89%2026-06-302026-07-20

ESML ISHARES TR173.0K shares3.90%2026-06-302026-07-20

WDC WESTERN DIGITAL CORP14.6K shares-17.99%2026-06-302026-07-20

MRK MERCK & CO INC72.3K shares178.11%2026-06-302026-07-20

VEU VANGUARD INTL EQUITY INDEX F110.4K shares182.05%2026-06-302026-07-20

AMGN AMGEN INC25.4K shares170.16%2026-06-302026-07-20

DFIC DIMENSIONAL ETF TRUST246.1K shares691.38%2026-06-302026-07-20

VONV VANGUARD SCOTTSDALE FDS85.4K shares13.52%2026-06-302026-07-20

Sponsored

VNQ VANGUARD INDEX FDS93.8K shares10.02%2026-06-302026-07-20

BSV VANGUARD BD INDEX FDS115.9K shares0.17%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION47.0K shares110.90%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS31.1K shares71.77%2026-06-302026-07-20

MDYV SPDR SERIES TRUST91.5K shares2328.44%2026-06-302026-07-20

AFL AFLAC INC73.1K shares5.30%2026-06-302026-07-20

WFC WELLS FARGO & CO102.9K shares20.22%2026-06-302026-07-20

SCHC SCHWAB STRATEGIC TR173.5K shares5.44%2026-06-302026-07-20

Sponsored

ADP AUTOMATIC DATA PROCESSING IN37.0K shares445.65%2026-06-302026-07-20

GEV GE VERNOVA INC7.0K shares137.19%2026-06-302026-07-20

IJS ISHARES TR59.9K shares124.98%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR226.5K shares29.66%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC18.9K shares28.49%2026-06-302026-07-20

DFAX DIMENSIONAL ETF TRUST207.7K shares304.67%2026-06-302026-07-20

DFEM DIMENSIONAL ETF TRUST186.3K shares683.66%2026-06-302026-07-20

PEP PEPSICO INC55.9K shares241.69%2026-06-302026-07-20

Sponsored

SDY SPDR SERIES TRUST49.7K shares3.87%2026-06-302026-07-20

CHUBB LIMITED CHUBB LIMITED22.1K shares101.49%2026-06-302026-07-20

KO COCA COLA CO92.1K shares128.60%2026-06-302026-07-20

SRE SEMPRA79.1K shares3223.99%2026-06-302026-07-20

BND VANGUARD BD INDEX FDS99.8K shares-0.87%2026-06-302026-07-20

EFA ISHARES TR70.2K shares18.31%2026-06-302026-07-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.4K shares26.77%2026-06-302026-07-20

MCD MCDONALDS CORP25.9K shares72.05%2026-06-302026-07-20

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC19.3K shares7.45%2026-06-302026-07-20

IWV ISHARES TR15.8K shares0.57%2026-06-302026-07-20

GLD SPDR GOLD TR18.2K shares41.56%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED12.7K shares44.90%2026-06-302026-07-20

IVW ISHARES TR47.3K shares18.22%2026-06-302026-07-20

TT TRANE TECHNOLOGIES PLC13.1K shares674.73%2026-06-302026-07-20

FNDX SCHWAB STRATEGIC TR207.2K shares1431.06%2026-06-302026-07-20

ESGV VANGUARD WORLD FD48.5K shares95.53%2026-06-302026-07-20

Sponsored

TMO THERMO FISHER SCIENTIFIC INC12.6K shares164.94%2026-06-302026-07-20

SHW SHERWIN WILLIAMS CO18.0K shares9.47%2026-06-302026-07-20

AIQ GLOBAL X FDS93.9K sharesnew addition2026-06-302026-07-20

VV VANGUARD INDEX FDS17.9K shares-0.02%2026-06-302026-07-20

TPL TEXAS PACIFIC LAND CORPORATI13.7K shares0.60%2026-06-302026-07-20

IXUS ISHARES TR62.2K shares3.96%2026-06-302026-07-20

ASML ASML HLDG NV2.9K shares49.41%2026-06-302026-07-20

MUB ISHARES TR53.3K shares48.23%2026-06-302026-07-20

Sponsored

BINC BLACKROCK ETF TRUST II108.8K shares494.70%2026-06-302026-07-20

HPE HEWLETT PACKARD ENTERPRISE C125.3K shares82.74%2026-06-302026-07-20

VGSR MANAGER DIRECTED PORTFOLIOS496.3K shares-21.46%2026-06-302026-07-20

GD GENERAL DYNAMICS CORP15.9K shares33.35%2026-06-302026-07-20

BBHY J P MORGAN EXCHANGE TRADED F120.8K shares26.17%2026-06-302026-07-20

TJX TJX COS INC NEW36.4K shares222.16%2026-06-302026-07-20

JMSI J P MORGAN EXCHANGE TRADED F109.1K shares1.55%2026-06-302026-07-20

SNDK SANDISK CORP2.4K shares28.65%2026-06-302026-07-20

Sponsored

DFEV DIMENSIONAL ETF TRUST127.1K sharesnew addition2026-06-302026-07-20

ACWX ISHARES TR70.3K shares3.71%2026-06-302026-07-20

GPIQ GOLDMAN SACHS ETF TR90.0K sharesnew addition2026-06-302026-07-20

LOW LOWES COS INC23.9K shares14.35%2026-06-302026-07-20

JEPI J P MORGAN EXCHANGE TRADED F93.3K shares950.73%2026-06-302026-07-20

VBR VANGUARD INDEX FDS21.5K shares76.34%2026-06-302026-07-20

UNP UNION PAC CORP18.8K shares43.01%2026-06-302026-07-20

IWM ISHARES TR17.1K shares16.73%2026-06-302026-07-20

Sponsored

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC42.9K shares3.32%2026-06-302026-07-20

IYR ISHARES TR48.8K shares-4.93%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO14.7K shares36.49%2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC42.3K shares185.48%2026-06-302026-07-20

CEG CONSTELLATION ENERGY CORP19.7K shares513.29%2026-06-302026-07-20

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F78.8K sharesnew addition2026-06-302026-07-20

ETN EATON CORP PLC11.1K shares26.97%2026-06-302026-07-20

CMI CUMMINS INC6.4K shares54.75%2026-06-302026-07-20

Sponsored

LMT LOCKHEED MARTIN CORP8.9K shares121.46%2026-06-302026-07-20

CDNS CADENCE DESIGN SYSTEM INC12.1K shares112.22%2026-06-302026-07-20

IBIT ISHARES BITCOIN TRUST ETF135.1K shares36.26%2026-06-302026-07-20

SCHE SCHWAB STRATEGIC TR124.0K shares-3.33%2026-06-302026-07-20

QUAL ISHARES TR20.4K shares50.43%2026-06-302026-07-20

DVY ISHARES TR28.5K shares8.81%2026-06-302026-07-20

ABT ABBOTT LABORATORIES48.8K shares100.51%2026-06-302026-07-20

DFCF DIMENSIONAL ETF TRUST104.5K shares25.59%2026-06-302026-07-20

Sponsored

APH AMPHENOL CORP25.0K shares26.48%2026-06-302026-07-20

AMT AMERICAN TOWER CORP26.7K shares1170.01%2026-06-302026-07-20

FLTR VANECK ETF TRUST170.6K sharesnew addition2026-06-302026-07-20

GLW CORNING INC17.1K shares7.55%2026-06-302026-07-20

MGK VANGUARD WORLD FD49.4K shares1217.86%2026-06-302026-07-20

CMF ISHARES TR73.5K shares5.76%2026-06-302026-07-20

AGX ARGAN INC5.3K shares1.27%2026-06-302026-07-20

XLF SELECT SECTOR SPDR TR78.3K shares21.57%2026-06-302026-07-20

Sponsored

DWM WISDOMTREE TR57.2K shares0.15%2026-06-302026-07-20

QUANTA SVCS INC QUANTA SVCS INC5.8K shares382.99%2026-06-302026-07-20

FDX FEDEX CORP13.1K shares222.30%2026-06-302026-07-20

ANET ARISTA NETWORKS INC24.0K shares415.75%2026-06-302026-07-20

VRTX VERTEX PHARMACEUTICALS INC8.2K shares99.51%2026-06-302026-07-20

SPYG SPDR SERIES TRUST33.9K shares-9.12%2026-06-302026-07-20

SPIB SPDR SERIES TRUST119.9K shares21.17%2026-06-302026-07-20

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC12.1K shares222.63%2026-06-302026-07-20

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T146.1K shares5.03%2026-06-302026-07-20

CGCB CAPITAL GRP FIXED INCM ETF T152.1K shares5.56%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC44.9K shares19.29%2026-06-302026-07-20

QCOM QUALCOMM INC21.3K shares3.58%2026-06-302026-07-20

NUEM NUSHARES ETF TR91.6K shares-3.84%2026-06-302026-07-20

MAR MARRIOTT INTL INC NEW10.5K shares8.42%2026-06-302026-07-20

SNPS SYNOPSYS INC8.5K shares474.09%2026-06-302026-07-20

FIX COMFORT SYS USA INC1.9K shares269.50%2026-06-302026-07-20

Sponsored

EW EDWARDS LIFESCIENCES CORP41.9K shares-1.58%2026-06-302026-07-20

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC28.3K shares17.60%2026-06-302026-07-20

IBB ISHARES TR19.7K shares779.17%2026-06-302026-07-20

DFSU DIMENSIONAL ETF TRUST79.9K shares214.62%2026-06-302026-07-20

GSEW GOLDMAN SACHS ETF TR39.4K sharesnew addition2026-06-302026-07-20

TER TERADYNE INC7.6K shares32.97%2026-06-302026-07-20

MO ALTRIA GROUP INC50.5K shares138.27%2026-06-302026-07-20

FNDF SCHWAB STRATEGIC TR68.8K shares307.41%2026-06-302026-07-20

Sponsored

MS MORGAN STANLEY17.3K shares112.94%2026-06-302026-07-20

VNQI VANGUARD INTL EQUITY INDEX F80.1K shares13.85%2026-06-302026-07-20

NOC NORTHROP GRUMMAN CORP7.0K shares11.89%2026-06-302026-07-20

SCHV SCHWAB STRATEGIC TR102.5K shares31.13%2026-06-302026-07-20

LIN LINDE PLC6.8K shares57.19%2026-06-302026-07-20

SBUX STARBUCKS CORP34.7K shares99.71%2026-06-302026-07-20

VBK VANGUARD INDEX FDS9.6K shares19.77%2026-06-302026-07-20

BMY BRISTOL-MYERS SQUIBB CO59.4K shares103.82%2026-06-302026-07-20

Sponsored

VEEV VEEVA SYS INC19.0K shares12.54%2026-06-302026-07-20

DLN WISDOMTREE TR34.7K shares12.71%2026-06-302026-07-20

SPUS TIDAL TRUST I58.1K shares20.71%2026-06-302026-07-20

PTF INVESCO EXCHANGE TRADED FD T24.3K shares0.00%2026-06-302026-07-20

DHR DANAHER CORP DEL17.3K shares6.67%2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC76.3K shares38.75%2026-06-302026-07-20

GWX SPDR INDEX SHS FDS73.7K shares0.82%2026-06-302026-07-20

DIS DISNEY WALT CO32.9K shares33.55%2026-06-302026-07-20

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PM PHILIP MORRIS INTL INC17.3K shares68.64%2026-06-302026-07-20

VWOB VANGUARD WHITEHALL FDS46.5K shares13.52%2026-06-302026-07-20

VDE VANGUARD WORLD FD20.7K shares87.66%2026-06-302026-07-20

NVS NOVARTIS AG19.7K shares85.68%2026-06-302026-07-20

PYLD PIMCO ETF TR115.1K shares61.92%2026-06-302026-07-20

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VO VANGUARD INDEX FDS36.5K shares630.37%2026-06-302026-07-20

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ELV ELEVANCE HEALTH INC FORMERLY7.5K shares181.66%2026-06-302026-07-20

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TMUS T-MOBILE US INC16.0K shares17.47%2026-06-302026-07-20

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PEG PUBLIC SVC ENTERPRISE GROUP31.6K shares67.18%2026-06-302026-07-20

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KKR KKR & CO INC26.3K shares23.35%2026-06-302026-07-20

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USB US BANCORP32.9K shares40.33%2026-06-302026-07-20

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USMV ISHARES TR16.9K shares141.06%2026-06-302026-07-20

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FDS FACTSET RESH SYS INC4.2K shares59.87%2026-06-302026-07-20

DFGR DIMENSIONAL ETF TRUST33.3K shares1.58%2026-06-302026-07-20

OKE ONEOK INC NEW11.1K shares47.76%2026-06-302026-07-20

FFIN FIRST FINL BANKSHARES INC27.9K sharesnew addition2026-06-302026-07-20

MGC VANGUARD WORLD FD3.5K shares0.63%2026-06-302026-07-20

PAVE GLOBAL X FDS16.1K sharesnew addition2026-06-302026-07-20

BHP BHP BILLITON LIMITED11.4K shares14.42%2026-06-302026-07-20

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD50.7K shares78.06%2026-06-302026-07-20

PSA PUBLIC STORAGE2.9K shares18.40%2026-06-302026-07-20

APPLOVIN CORP APPLOVIN CORP1.8K sharesnew addition2026-06-302026-07-20

MUFG MITSUBISHI UFJ FINANCIAL GRO47.1K shares17.65%2026-06-302026-07-20

BKR BAKER HUGHES COMPANY16.8K shares23.89%2026-06-302026-07-20

MSCI MSCI INC1.7K shares17.66%2026-06-302026-07-20

CRH CRH PLC8.7K shares7.33%2026-06-302026-07-20

DSI ISHARES TR6.5K shares119.37%2026-06-302026-07-20

Sponsored

COKE COCA COLA CONS INC4.8K shares289.84%2026-06-302026-07-20

FENI FIDELITY COVINGTON TRUST22.9K shares69.43%2026-06-302026-07-20

VOOG VANGUARD ADMIRAL FDS INC11.0K shares623.40%2026-06-302026-07-20

VOT VANGUARD INDEX FDS3.0K shares128.79%2026-06-302026-07-20

GIS GENERAL MILLS INC25.7K shares61.07%2026-06-302026-07-20

AMERIPRISE FINL INC AMERIPRISE FINL INC1.9K shares40.74%2026-06-302026-07-20

MCO MOODYS CORP2.0K shares94.54%2026-06-302026-07-20

MEDTRONIC PLC MEDTRONIC PLC11.3K shares167.03%2026-06-302026-07-20

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.3K shares1.78%2026-06-302026-07-20

MDB MONGODB INC2.6K shares29.54%2026-06-302026-07-20

CME CME GROUP INC4.0K shares12.48%2026-06-302026-07-20

AOR ISHARES TR12.5K shares74.03%2026-06-302026-07-20

VTV

VANGUARD INDEX FDS

29.48%

Shares3.1M

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

663.74%

Shares7.5M

Event2026-06-30

Filed2026-07-20

AVDE

AMERICAN CENTY ETF TR

51.11%

Shares5.1M

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

31.43%

Shares1.5M

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

35.31%

Shares1.2M

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

94.84%

Shares1.6M

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

56.24%

Shares644.6K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

48.33%

Shares502.1K

Event2026-06-30

Filed2026-07-20

ISHARES TR

16.92%

Shares1.8M

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

80.43%

Shares592.3K

Event2026-06-30

Filed2026-07-20

GPIX

GOLDMAN SACHS ETF TR

263.95%

Shares2.2M

Event2026-06-30

Filed2026-07-20

BROADCOM INC

153.13%

Shares279.7K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

18.01%

Shares706.0K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

40.45%

Shares281.6K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

8.56%

Shares1.3M

Event2026-06-30

Filed2026-07-20

USFR

WISDOMTREE TR

115.19%

Shares1.9M

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

144.36%

Shares262.8K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

416.51%

Shares719.3K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

157.62%

Shares123.0K

Event2026-06-30

Filed2026-07-20

AVEM

AMERICAN CENTY ETF TR

28.28%

Shares723.8K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

31.24%

Shares160.0K

Event2026-06-30

Filed2026-07-20

SUSA

ISHARES TR

5.47%

Shares434.8K

Event2026-06-30

Filed2026-07-20

ITOT

ISHARES TR

-0.32%

Shares394.3K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

18.21%

Shares265.6K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

28.17%

Shares72.2K

Event2026-06-30

Filed2026-07-20

ESGD

ISHARES TR

12.10%

Shares492.1K

Event2026-06-30

Filed2026-07-20

NUSC

NUSHARES ETF TR

5.51%

Shares876.5K

Event2026-06-30

Filed2026-07-20

DFAC

DIMENSIONAL ETF TRUST

35.53%

Shares973.3K

Event2026-06-30

Filed2026-07-20

USRT

ISHARES TR

19.84%

Shares630.5K

Event2026-06-30

Filed2026-07-20

DFAI

DIMENSIONAL ETF TRUST

9.82%

Shares1.0M

Event2026-06-30

Filed2026-07-20

DFUV

DIMENSIONAL ETF TRUST

0.34%

Shares715.5K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

200.25%

Shares89.3K

Event2026-06-30

Filed2026-07-20

ESGU

ISHARES TR

4.44%

Shares232.2K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

74.74%

Shares110.5K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

32.55%

Shares47.2K

Event2026-06-30

Filed2026-07-20

DFUS

DIMENSIONAL ETF TRUST

-8.89%

Shares423.0K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

114.03%

Shares145.3K

Event2026-06-30

Filed2026-07-20

ESGE

ISHARES INC

6.21%

Shares622.2K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

211.85%

Shares31.4K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

47.11%

Shares56.9K

Event2026-06-30

Filed2026-07-20

DFAE

DIMENSIONAL ETF TRUST

8.68%

Shares776.3K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

71.90%

Shares25.6K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

147.05%

Shares32.5K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

2167.69%

Shares867.3K

Event2026-06-30

Filed2026-07-20

ISHARES TR

8.77%

Shares39.1K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

128.32%

Shares42.7K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

61.61%

Shares49.5K

Event2026-06-30

Filed2026-07-20

VISA INC

81.36%

Shares80.6K

Event2026-06-30

Filed2026-07-20

DFAU

DIMENSIONAL ETF TRUST

11.07%

Shares522.0K

Event2026-06-30

Filed2026-07-20

DFAT

DIMENSIONAL ETF TRUST

86.86%

Shares373.2K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

1.20%

Shares63.1K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

79.31%

Shares21.9K

Event2026-06-30

Filed2026-07-20

CGDV

CAPITAL GROUP DIVIDEND VALUE

9.06%

Shares506.9K

Event2026-06-30

Filed2026-07-20

DFAS

DIMENSIONAL ETF TRUST

3.28%

Shares301.9K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

78.39%

Shares96.8K

Event2026-06-30

Filed2026-07-20

SCZ

ISHARES TR

28.73%

Shares293.7K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

293.69%

Shares211.5K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

128.79%

Shares795.4K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

66.52%

Shares298.4K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

8.03%

Shares379.7K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

9.57%

Shares739.8K

Event2026-06-30

Filed2026-07-20

ARK ETF TR

-0.25%

Shares250.8K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

20.35%

Shares144.7K

Event2026-06-30

Filed2026-07-20

CGGR

CAPITAL GROUP GROWTH ETF

0.38%

Shares405.9K

Event2026-06-30

Filed2026-07-20

JPST

J P MORGAN EXCHANGE TRADED F

6253.90%

Shares371.1K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

872.03%

Shares559.2K

Event2026-06-30

Filed2026-07-20

BOEING CO

707.43%

Shares81.1K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

119.07%

Shares69.1K

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

3603.71%

Shares54.9K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

41.87%

Shares111.0K

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB STRATEGIC TR

361.42%

Shares534.5K

Event2026-06-30

Filed2026-07-20

ISRG

INTUITIVE SURGICAL INC

19.66%

Shares38.6K

Event2026-06-30

Filed2026-07-20

VONG

VANGUARD SCOTTSDALE FDS

15.34%

Shares119.5K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

10.33%

Shares211.9K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

9.72%

Shares42.4K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

57.66%

Shares89.8K

Event2026-06-30

Filed2026-07-20

RSPT

INVESCO EXCHANGE TRADED FD T

1055.99%

Shares230.2K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

1643.63%

Shares22.5K

Event2026-06-30

Filed2026-07-20

NULG

NUSHARES ETF TR

15.66%

Shares124.4K

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD WHITEHALL FDS

99.69%

Shares90.3K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

246.63%

Shares29.9K

Event2026-06-30

Filed2026-07-20

VSGX

VANGUARD WORLD FD

15.34%

Shares169.3K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

1897.67%

Shares115.1K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

97.90%

Shares14.2K

Event2026-06-30

Filed2026-07-20

URI

UNITED RENTALS INC

66.35%

Shares11.7K

Event2026-06-30

Filed2026-07-20

DEERE & CO

322.07%

Shares20.7K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

61.26%

Shares110.9K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

680.95%

Shares67.1K

Event2026-06-30

Filed2026-07-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

466.67%

Shares17

Event2026-06-30

Filed2026-07-20

NULV

NUSHARES ETF TR

13.37%

Shares245.8K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

164.15%

Shares83.6K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

63.06%

Shares40.3K

Event2026-06-30

Filed2026-07-20

NUDM

NUSHARES ETF TR

26.26%

Shares299.9K

Event2026-06-30

Filed2026-07-20

VCRB

VANGUARD MALVERN FDS

45.21%

Shares151.6K

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL ETF TRUST

1.75%

Shares208.8K

Event2026-06-30

Filed2026-07-20

MOAT

VANECK ETF TRUST

3315.33%

Shares106.5K

Event2026-06-30

Filed2026-07-20

VYMI

VANGUARD WHITEHALL FDS

2598.94%

Shares112.1K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

67.58%

Shares31.2K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

54.37%

Shares186.6K

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD STAR FDS

74.56%

Shares118.1K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

100.83%

Shares10.0K

Event2026-06-30

Filed2026-07-20

BIV

VANGUARD BD INDEX FDS

-4.82%

Shares130.5K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

99.83%

Shares26.4K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

7.29%

Shares117.9K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

19.89%

Shares51.0K

Event2026-06-30

Filed2026-07-20

ESML

ISHARES TR

3.90%

Shares173.0K

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP

-17.99%

Shares14.6K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

178.11%

Shares72.3K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

182.05%

Shares110.4K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

170.16%

Shares25.4K

Event2026-06-30

Filed2026-07-20

DFIC

DIMENSIONAL ETF TRUST

691.38%

Shares246.1K

Event2026-06-30

Filed2026-07-20

VONV

VANGUARD SCOTTSDALE FDS

13.52%

Shares85.4K

Event2026-06-30

Filed2026-07-20

VNQ

VANGUARD INDEX FDS

10.02%

Shares93.8K

Event2026-06-30

Filed2026-07-20

BSV

VANGUARD BD INDEX FDS

0.17%

Shares115.9K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

110.90%

Shares47.0K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

71.77%

Shares31.1K

Event2026-06-30

Filed2026-07-20

MDYV

SPDR SERIES TRUST

2328.44%

Shares91.5K

Event2026-06-30

Filed2026-07-20

AFL

AFLAC INC

5.30%

Shares73.1K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

20.22%

Shares102.9K

Event2026-06-30

Filed2026-07-20

SCHC

SCHWAB STRATEGIC TR

5.44%

Shares173.5K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

445.65%

Shares37.0K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

137.19%

Shares7.0K

Event2026-06-30

Filed2026-07-20

IJS

ISHARES TR

124.98%

Shares59.9K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

29.66%

Shares226.5K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

28.49%

Shares18.9K

Event2026-06-30

Filed2026-07-20

DFAX

DIMENSIONAL ETF TRUST

304.67%

Shares207.7K

Event2026-06-30

Filed2026-07-20

DFEM

DIMENSIONAL ETF TRUST

683.66%

Shares186.3K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

241.69%

Shares55.9K

Event2026-06-30

Filed2026-07-20

SDY

SPDR SERIES TRUST

3.87%

Shares49.7K

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

101.49%

Shares22.1K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

128.60%

Shares92.1K

Event2026-06-30

Filed2026-07-20

SRE

SEMPRA

3223.99%

Shares79.1K

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

-0.87%

Shares99.8K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

18.31%

Shares70.2K

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PL

26.77%

Shares7.4K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

72.05%

Shares25.9K

Event2026-06-30

Filed2026-07-20

KEYS

KEYSIGHT TECHNOLOGIES INC

7.45%

Shares19.3K

Event2026-06-30

Filed2026-07-20

IWV

ISHARES TR

0.57%

Shares15.8K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

41.56%

Shares18.2K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

44.90%

Shares12.7K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

18.22%

Shares47.3K

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC

674.73%

Shares13.1K

Event2026-06-30

Filed2026-07-20

FNDX

SCHWAB STRATEGIC TR

1431.06%

Shares207.2K

Event2026-06-30

Filed2026-07-20

ESGV

VANGUARD WORLD FD

95.53%

Shares48.5K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

164.94%

Shares12.6K

Event2026-06-30

Filed2026-07-20

SHW

SHERWIN WILLIAMS CO

9.47%

Shares18.0K

Event2026-06-30

Filed2026-07-20

AIQ

GLOBAL X FDS

New

Shares93.9K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-0.02%

Shares17.9K

Event2026-06-30

Filed2026-07-20

TPL

TEXAS PACIFIC LAND CORPORATI

0.60%

Shares13.7K

Event2026-06-30

Filed2026-07-20

IXUS

ISHARES TR

3.96%

Shares62.2K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

49.41%

Shares2.9K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

48.23%

Shares53.3K

Event2026-06-30

Filed2026-07-20

BINC

BLACKROCK ETF TRUST II

494.70%

Shares108.8K

Event2026-06-30

Filed2026-07-20

HPE

HEWLETT PACKARD ENTERPRISE C

82.74%

Shares125.3K

Event2026-06-30

Filed2026-07-20

VGSR

MANAGER DIRECTED PORTFOLIOS

-21.46%

Shares496.3K

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

33.35%

Shares15.9K

Event2026-06-30

Filed2026-07-20

BBHY

J P MORGAN EXCHANGE TRADED F

26.17%

Shares120.8K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

222.16%

Shares36.4K

Event2026-06-30

Filed2026-07-20

JMSI

J P MORGAN EXCHANGE TRADED F

1.55%

Shares109.1K

Event2026-06-30

Filed2026-07-20

SNDK

SANDISK CORP

28.65%

Shares2.4K

Event2026-06-30

Filed2026-07-20

DFEV

DIMENSIONAL ETF TRUST

New

Shares127.1K

Event2026-06-30

Filed2026-07-20

ACWX

ISHARES TR

3.71%

Shares70.3K

Event2026-06-30

Filed2026-07-20

GPIQ

GOLDMAN SACHS ETF TR

New

Shares90.0K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

14.35%

Shares23.9K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

950.73%

Shares93.3K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

76.34%

Shares21.5K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

43.01%

Shares18.8K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

16.73%

Shares17.1K

Event2026-06-30

Filed2026-07-20

AKAMAI TECHNOLOGIES INC

3.32%

Shares42.9K

Event2026-06-30

Filed2026-07-20

IYR

ISHARES TR

-4.93%

Shares48.8K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

36.49%

Shares14.7K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

185.48%

Shares42.3K

Event2026-06-30

Filed2026-07-20

CEG

CONSTELLATION ENERGY CORP

513.29%

Shares19.7K

Event2026-06-30

Filed2026-07-20

J P MORGAN EXCHANGE TRADED F

New

Shares78.8K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

26.97%

Shares11.1K

Event2026-06-30

Filed2026-07-20

CMI

CUMMINS INC

54.75%

Shares6.4K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

121.46%

Shares8.9K

Event2026-06-30

Filed2026-07-20

CDNS

CADENCE DESIGN SYSTEM INC

112.22%

Shares12.1K

Event2026-06-30

Filed2026-07-20

IBIT

ISHARES BITCOIN TRUST ETF

36.26%

Shares135.1K

Event2026-06-30

Filed2026-07-20

SCHE

SCHWAB STRATEGIC TR

-3.33%

Shares124.0K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

50.43%

Shares20.4K

Event2026-06-30

Filed2026-07-20

DVY

ISHARES TR

8.81%

Shares28.5K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

100.51%

Shares48.8K

Event2026-06-30

Filed2026-07-20

DFCF

DIMENSIONAL ETF TRUST

25.59%

Shares104.5K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

26.48%

Shares25.0K

Event2026-06-30

Filed2026-07-20

AMT

AMERICAN TOWER CORP

1170.01%

Shares26.7K

Event2026-06-30

Filed2026-07-20

FLTR

VANECK ETF TRUST

New

Shares170.6K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

7.55%

Shares17.1K

Event2026-06-30

Filed2026-07-20

MGK

VANGUARD WORLD FD

1217.86%

Shares49.4K

Event2026-06-30

Filed2026-07-20

CMF

ISHARES TR

5.76%

Shares73.5K

Event2026-06-30

Filed2026-07-20

AGX

ARGAN INC

1.27%

Shares5.3K

Event2026-06-30

Filed2026-07-20

XLF

SELECT SECTOR SPDR TR

21.57%

Shares78.3K

Event2026-06-30

Filed2026-07-20

DWM

WISDOMTREE TR

0.15%

Shares57.2K

Event2026-06-30

Filed2026-07-20

QUANTA SVCS INC

382.99%

Shares5.8K

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP

222.30%

Shares13.1K

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC

415.75%

Shares24.0K

Event2026-06-30

Filed2026-07-20

VRTX

VERTEX PHARMACEUTICALS INC

99.51%

Shares8.2K

Event2026-06-30

Filed2026-07-20

SPYG

SPDR SERIES TRUST

-9.12%

Shares33.9K

Event2026-06-30

Filed2026-07-20

SPIB

SPDR SERIES TRUST

21.17%

Shares119.9K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

222.63%

Shares12.1K

Event2026-06-30

Filed2026-07-20

CGMS

CAPITAL GRP FIXED INCM ETF T

5.03%

Shares146.1K

Event2026-06-30

Filed2026-07-20

CGCB

CAPITAL GRP FIXED INCM ETF T

5.56%

Shares152.1K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

19.29%

Shares44.9K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

3.58%

Shares21.3K

Event2026-06-30

Filed2026-07-20

NUEM

NUSHARES ETF TR

-3.84%

Shares91.6K

Event2026-06-30

Filed2026-07-20

MAR

MARRIOTT INTL INC NEW

8.42%

Shares10.5K

Event2026-06-30

Filed2026-07-20

SNPS

SYNOPSYS INC

474.09%

Shares8.5K

Event2026-06-30

Filed2026-07-20

FIX

COMFORT SYS USA INC

269.50%

Shares1.9K

Event2026-06-30

Filed2026-07-20

EDWARDS LIFESCIENCES CORP

-1.58%

Shares41.9K

Event2026-06-30

Filed2026-07-20

AGILENT TECHNOLOGIES INC

17.60%

Shares28.3K

Event2026-06-30

Filed2026-07-20

IBB

ISHARES TR

779.17%

Shares19.7K

Event2026-06-30

Filed2026-07-20

DFSU

DIMENSIONAL ETF TRUST

214.62%

Shares79.9K

Event2026-06-30

Filed2026-07-20

GSEW

GOLDMAN SACHS ETF TR

New

Shares39.4K

Event2026-06-30

Filed2026-07-20

TER

TERADYNE INC

32.97%

Shares7.6K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

138.27%

Shares50.5K

Event2026-06-30

Filed2026-07-20

FNDF

SCHWAB STRATEGIC TR

307.41%

Shares68.8K

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

112.94%

Shares17.3K

Event2026-06-30

Filed2026-07-20

VNQI

VANGUARD INTL EQUITY INDEX F

13.85%

Shares80.1K

Event2026-06-30

Filed2026-07-20

NOC

NORTHROP GRUMMAN CORP

11.89%

Shares7.0K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB STRATEGIC TR

31.13%

Shares102.5K

Event2026-06-30

Filed2026-07-20

LIN

LINDE PLC

57.19%

Shares6.8K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

99.71%

Shares34.7K

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD INDEX FDS

19.77%

Shares9.6K

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO

103.82%

Shares59.4K

Event2026-06-30

Filed2026-07-20

VEEV

VEEVA SYS INC

12.54%

Shares19.0K

Event2026-06-30

Filed2026-07-20

DLN

WISDOMTREE TR

12.71%

Shares34.7K

Event2026-06-30

Filed2026-07-20

SPUS

TIDAL TRUST I

20.71%

Shares58.1K

Event2026-06-30

Filed2026-07-20

PTF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares24.3K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL

6.67%

Shares17.3K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

38.75%

Shares76.3K

Event2026-06-30

Filed2026-07-20

GWX

SPDR INDEX SHS FDS

0.82%

Shares73.7K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

33.55%

Shares32.9K

Event2026-06-30

Filed2026-07-20

IVE

ISHARES TR

51.26%

Shares13.8K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

68.64%

Shares17.3K

Event2026-06-30

Filed2026-07-20

VWOB

VANGUARD WHITEHALL FDS

13.52%

Shares46.5K

Event2026-06-30

Filed2026-07-20

VDE

VANGUARD WORLD FD

87.66%

Shares20.7K

Event2026-06-30

Filed2026-07-20

NVS

NOVARTIS AG

85.68%

Shares19.7K

Event2026-06-30

Filed2026-07-20

PYLD

PIMCO ETF TR

61.92%

Shares115.1K

Event2026-06-30

Filed2026-07-20

DIA

STATE STR SPDR DOW JONES IND

37.23%

Shares5.8K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

630.37%

Shares36.5K

Event2026-06-30

Filed2026-07-20

VSS

VANGUARD INTL EQUITY INDEX F

6.42%

Shares18.9K

Event2026-06-30

Filed2026-07-20

ELV

ELEVANCE HEALTH INC FORMERLY

181.66%

Shares7.5K

Event2026-06-30

Filed2026-07-20

EEM

ISHARES TR

30.56%

Shares41.9K

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

-24.63%

Shares9.0K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares12.7K

Event2026-06-30

Filed2026-07-20

MYRG

MYR GROUP INC

211.33%

Shares5.6K

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares12.6K

Event2026-06-30

Filed2026-07-20

CLOUDFLARE INC

31.05%

Shares11.3K

Event2026-06-30

Filed2026-07-20

CRM

SALESFORCE INC

28.86%

Shares17.5K

Event2026-06-30

Filed2026-07-20

TMUS

T-MOBILE US INC

17.47%

Shares16.0K

Event2026-06-30

Filed2026-07-20

ICE

INTERCONTINENTAL EXCHANGE IN

738.62%

Shares21.8K

Event2026-06-30

Filed2026-07-20

POWL

POWELL INDS INC

New

Shares9.3K

Event2026-06-30

Filed2026-07-20

SHOP

SHOPIFY INC

60.74%

Shares23.2K

Event2026-06-30

Filed2026-07-20

VHT

VANGUARD WORLD FD

87.77%

Shares8.8K

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

117.31%

Shares34.7K

Event2026-06-30

Filed2026-07-20

SERVICENOW INC

-4.91%

Shares26.2K

Event2026-06-30

Filed2026-07-20

HLAL

LISTED FDS TR

1.65%

Shares36.4K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

30.53%

Shares6.5K

Event2026-06-30

Filed2026-07-20

PEG

PUBLIC SVC ENTERPRISE GROUP

67.18%

Shares31.6K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

132.24%

Shares15.1K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

21.25%

Shares11.5K

Event2026-06-30

Filed2026-07-20

DCOR

DIMENSIONAL ETF TRUST

12.94%

Shares30.6K

Event2026-06-30

Filed2026-07-20

IBTG

ISHARES TR

281.30%

Shares108.6K

Event2026-06-30

Filed2026-07-20

NPB

NORTHPOINTE BANCSHARES INC.

-14.42%

Shares126.2K

Event2026-06-30

Filed2026-07-20

KKR

KKR & CO INC

23.35%

Shares26.3K

Event2026-06-30

Filed2026-07-20

S&P GLOBAL INC

34.83%

Shares6.2K

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

43.49%

Shares30.7K

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

88.15%

Shares5.5K

Event2026-06-30

Filed2026-07-20

AON

AON PLC

71.62%

Shares7.1K

Event2026-06-30

Filed2026-07-20

SPDR SERIES TRUST

36.14%

Shares26.6K

Event2026-06-30

Filed2026-07-20

INTU

INTUIT

92.20%

Shares8.9K

Event2026-06-30

Filed2026-07-20

FBTC

FIDELITY WISE ORIGIN BITCOIN

144.46%

Shares45.7K

Event2026-06-30

Filed2026-07-20

VPL

VANGUARD INTL EQUITY INDEX F

13.14%

Shares20.0K

Event2026-06-30

Filed2026-07-20

XSD

SPDR SERIES TRUST

New

Shares3.7K

Event2026-06-30

Filed2026-07-20

ONEQ

FIDELITY COMWLTH TR

21.91%

Shares22.1K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

94.99%

Shares23.6K

Event2026-06-30

Filed2026-07-20

DFSI

DIMENSIONAL ETF TRUST

734.05%

Shares50.1K

Event2026-06-30

Filed2026-07-20

APPFOLIO INC

-11.01%

Shares14.1K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

24.96%

Shares3.0K

Event2026-06-30

Filed2026-07-20

BANK OF NY MELLON CORP

10.72%

Shares15.5K

Event2026-06-30

Filed2026-07-20

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares43.4K

Event2026-06-30

Filed2026-07-20

BKNG

BOOKING HOLDINGS INC

2695.26%

Shares12.4K

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC

131.77%

Shares18.7K

Event2026-06-30

Filed2026-07-20

DOV

DOVER CORP

26.38%

Shares9.7K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

93.22%

Shares45.7K

Event2026-06-30

Filed2026-07-20

ABNB

AIRBNB INC

118.31%

Shares15.2K

Event2026-06-30

Filed2026-07-20

PNC

PNC FINL SVCS GROUP INC

357.84%

Shares8.8K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

12.79%

Shares16.9K

Event2026-06-30

Filed2026-07-20

GILD

GILEAD SCIENCES INC

46.02%

Shares16.9K

Event2026-06-30

Filed2026-07-20

BSCR

INVESCO EXCH TRD SLF IDX FD

1.91%

Shares108.4K

Event2026-06-30

Filed2026-07-20

EME

EMCOR GROUP INC

24.99%

Shares2.6K

Event2026-06-30

Filed2026-07-20

HPQ

HP INC

145.04%

Shares96.3K

Event2026-06-30

Filed2026-07-20

CRS

CARPENTER TECHNOLOGY CORP

63.46%

Shares3.4K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

130.56%

Shares8.1K

Event2026-06-30

Filed2026-07-20

MDLZ

MONDELEZ INTL INC

169.05%

Shares35.7K

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

42.09%

Shares13.0K

Event2026-06-30

Filed2026-07-20

WWD

WOODWARD INC

94.95%

Shares4.7K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

149.02%

Shares6.0K

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

42.90%

Shares19.3K

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELEC PWR CO INC

70.19%

Shares14.6K

Event2026-06-30

Filed2026-07-20

SPACE EXPLORATION TECHN CORP

New

Shares11.7K

Event2026-06-30

Filed2026-07-20

TACK

CAPITOL SER TR

-15.97%

Shares63.0K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

77.41%

Shares82.5K

Event2026-06-30

Filed2026-07-20

USB

US BANCORP

40.33%

Shares32.9K

Event2026-06-30

Filed2026-07-20

IUSG

ISHARES TR

275.85%

Shares10.6K

Event2026-06-30

Filed2026-07-20

PRU

PRUDENTIAL FINL INC

115.86%

Shares18.3K

Event2026-06-30

Filed2026-07-20

BDX

BECTON DICKINSON & CO

595.50%

Shares13.0K

Event2026-06-30

Filed2026-07-20

ALL

ALLSTATE CORP

10.33%

Shares8.2K

Event2026-06-30

Filed2026-07-20

3M CO

196.03%

Shares12.0K

Event2026-06-30

Filed2026-07-20

NSC

NORFOLK SOUTHN CORP

39.96%

Shares6.1K

Event2026-06-30

Filed2026-07-20

NTRS

NORTHERN TR CORP

36.18%

Shares11.1K

Event2026-06-30

Filed2026-07-20

IWP

ISHARES TR

15.20%

Shares13.1K

Event2026-06-30

Filed2026-07-20

MMC

MARSH & MCLENNAN COS INC

52.89%

Shares11.5K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

519.15%

Shares13.4K

Event2026-06-30

Filed2026-07-20

VFH

VANGUARD WORLD FD

33.70%

Shares14.5K

Event2026-06-30

Filed2026-07-20

COLGATE PALMOLIVE CO

New

Shares20.8K

Event2026-06-30

Filed2026-07-20

IJJ

ISHARES TR

134.03%

Shares12.9K

Event2026-06-30

Filed2026-07-20

BSCS

INVESCO EXCH TRD SLF IDX FD

3.56%

Shares93.0K

Event2026-06-30

Filed2026-07-20

USHY

ISHARES TR

23.35%

Shares51.1K

Event2026-06-30

Filed2026-07-20

COF

CAPITAL ONE FINL CORP

109.93%

Shares9.3K

Event2026-06-30

Filed2026-07-20

SMP

STANDARD MTR PRODS INC

New

Shares47.8K

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

New

Shares6.1K

Event2026-06-30

Filed2026-07-20

GWW

WW GRAINGER INC

16.48%

Shares1.3K

Event2026-06-30

Filed2026-07-20

DECK

DECKERS OUTDOOR CORP

14.96%

Shares18.3K

Event2026-06-30

Filed2026-07-20

IJT

ISHARES TR

20.78%

Shares10.1K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

26.13%

Shares23.7K

Event2026-06-30

Filed2026-07-20

FNDE

SCHWAB STRATEGIC TR

63.31%

Shares45.2K

Event2026-06-30

Filed2026-07-20

DFSV

DIMENSIONAL ETF TRUST

-5.85%

Shares46.2K

Event2026-06-30

Filed2026-07-20

BSCQ

INVESCO EXCH TRD SLF IDX FD

-19.30%

Shares91.5K

Event2026-06-30

Filed2026-07-20

CLS

CELESTICA INC

378.19%

Shares4.9K

Event2026-06-30

Filed2026-07-20

EXPD

EXPEDITORS INTL WASH INC

5.16%

Shares10.8K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

124.51%

Shares12.4K

Event2026-06-30

Filed2026-07-20

EPD

ENTERPRISE PRODS PARTNERS L

45.94%

Shares47.1K

Event2026-06-30

Filed2026-07-20

COHR

COHERENT CORP

1.11%

Shares4.4K

Event2026-06-30

Filed2026-07-20

GCC

WISDOMTREE TR

-15.68%

Shares75.8K

Event2026-06-30

Filed2026-07-20

SCHM

SCHWAB STRATEGIC TR

212.20%

Shares46.5K

Event2026-06-30

Filed2026-07-20

SPEM

SPDR INDEX SHS FDS

New

Shares32.7K

Event2026-06-30

Filed2026-07-20

WAT

WATERS CORP

48.76%

Shares4.5K

Event2026-06-30

Filed2026-07-20

EVERPURE INC

3.64%

Shares21.3K

Event2026-06-30

Filed2026-07-20

EIX

EDISON INTL

157.42%

Shares22.4K

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND

54.82%

Shares13.4K

Event2026-06-30

Filed2026-07-20

ECL

ECOLAB INC

7.82%

Shares6.0K

Event2026-06-30

Filed2026-07-20

WST

WEST PHARMACEUTICAL SVSC INC

3.36%

Shares4.6K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES TR

141.06%

Shares16.9K

Event2026-06-30

Filed2026-07-20

DISV

DIMENSIONAL ETF TRUST

30.19%

Shares40.6K

Event2026-06-30

Filed2026-07-20

AT&T INC

63.62%

Shares78.3K

Event2026-06-30

Filed2026-07-20

WORLD GOLD TR

-17.04%

Shares20.3K

Event2026-06-30

Filed2026-07-20

LUMENTUM HLDGS INC

46.78%

Shares1.9K

Event2026-06-30

Filed2026-07-20

DFIS

DIMENSIONAL ETF TRUST

12.60%

Shares45.3K

Event2026-06-30

Filed2026-07-20

FTNT

FORTINET INC

136.06%

Shares10.3K

Event2026-06-30

Filed2026-07-20

VIGI

VANGUARD WHITEHALL FDS

New

Shares17.0K

Event2026-06-30

Filed2026-07-20

JBHT

HUNT J B TRANS SVCS INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-20

SNX

TD SYNNEX CORPORATION

New

Shares5.8K

Event2026-06-30

Filed2026-07-20

SYY

SYSCO CORP

145.24%

Shares18.1K

Event2026-06-30

Filed2026-07-20

ADOBE INC

5.01%

Shares7.3K

Event2026-06-30

Filed2026-07-20

DBEF

DBX ETF TR

12.11%

Shares27.5K

Event2026-06-30

Filed2026-07-20

UBER

UBER TECHNOLOGIES INC

122.23%

Shares20.8K

Event2026-06-30

Filed2026-07-20

BSMS

INVESCO EXCH TRD SLF IDX FD

546.10%

Shares63.5K

Event2026-06-30

Filed2026-07-20

QQQM

INVESCO EXCH TRADED FD TR II

339.05%

Shares4.9K

Event2026-06-30

Filed2026-07-20

UPS

UNITED PARCEL SVCS INC

77.06%

Shares13.8K

Event2026-06-30

Filed2026-07-20

BSMR

INVESCO EXCH TRD SLF IDX FD

New

Shares62.5K

Event2026-06-30

Filed2026-07-20

VOTE

TCW ETF TRUST

-1.25%

Shares16.6K

Event2026-06-30

Filed2026-07-20

BMI

BADGER METER INC

113.57%

Shares9.9K

Event2026-06-30

Filed2026-07-20

VCR

VANGUARD WORLD FD

72.58%

Shares3.7K

Event2026-06-30

Filed2026-07-20

ROST

ROSS STORES INC

107.01%

Shares6.8K

Event2026-06-30

Filed2026-07-20

FNDA

SCHWAB STRATEGIC TR

294.71%

Shares37.8K

Event2026-06-30

Filed2026-07-20

FSTA

FIDELITY COVINGTON TRUST

New

Shares27.3K

Event2026-06-30

Filed2026-07-20

BP PLC

52.94%

Shares38.7K

Event2026-06-30

Filed2026-07-20

EXC

EXELON CORP

329.20%

Shares30.6K

Event2026-06-30

Filed2026-07-20

DGRW

WISDOMTREE TR

245.37%

Shares14.6K

Event2026-06-30

Filed2026-07-20

ROUNDHILL ETF TRUST

New

Shares18.9K

Event2026-06-30

Filed2026-07-20

TGT

TARGET CORP

67.64%

Shares10.7K

Event2026-06-30

Filed2026-07-20

SMFG

SUMITOMO MITSUI FIN GRP INC

11.54%

Shares59.0K

Event2026-06-30

Filed2026-07-20

CNC

CENTENE CORP DEL

New

Shares21.7K

Event2026-06-30

Filed2026-07-20

MELI

MERCADOLIBRE INC

30.21%

Shares819

Event2026-06-30

Filed2026-07-20

SUSL

ISHARES TR

New

Shares10.4K

Event2026-06-30

Filed2026-07-20

VDC

VANGUARD WORLD FD

21.89%

Shares6.0K

Event2026-06-30

Filed2026-07-20

XYL

XYLEM INC

-0.75%

Shares11.5K

Event2026-06-30

Filed2026-07-20

DFSD

DIMENSIONAL ETF TRUST

49.16%

Shares28.2K

Event2026-06-30

Filed2026-07-20

VTEB

VANGUARD MUN BD FDS

51.54%

Shares26.6K

Event2026-06-30

Filed2026-07-20

SNOWFLAKE INC

New

Shares5.3K

Event2026-06-30

Filed2026-07-20

AFFIRM HLDGS INC

-16.37%

Shares16.5K

Event2026-06-30

Filed2026-07-20

QTUM

ETF SER SOLUTIONS

New

Shares8.1K

Event2026-06-30

Filed2026-07-20

NBTB

NBT BANCORP INC

New

Shares27.1K

Event2026-06-30

Filed2026-07-20

TTD

THE TRADE DESK INC

47.95%

Shares73.9K

Event2026-06-30

Filed2026-07-20

ENERGY TRANSFER L P

68.70%

Shares69.2K

Event2026-06-30

Filed2026-07-20

ELECTRONIC ARTS INC

36.69%

Shares6.5K

Event2026-06-30

Filed2026-07-20

CHD

CHURCH & DWIGHT CO INC

6.55%

Shares13.7K

Event2026-06-30

Filed2026-07-20

AMG

AFFILIATED MANAGERS GROUP

New

Shares3.9K

Event2026-06-30

Filed2026-07-20

SHY

ISHARES TR

0.15%

Shares15.9K

Event2026-06-30

Filed2026-07-20

EAGG

ISHARES TR

-9.55%

Shares27.5K

Event2026-06-30

Filed2026-07-20

LOUP

INNOVATOR ETFS TRUST

New

Shares13.2K

Event2026-06-30

Filed2026-07-20

DFSE

DIMENSIONAL ETF TRUST

331.98%

Shares26.6K

Event2026-06-30

Filed2026-07-20

SLV

ISHARES SILVER TR

52.26%

Shares24.3K

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

47.90%

Shares24.3K

Event2026-06-30

Filed2026-07-20

IEF

ISHARES TR

-57.83%

Shares13.7K

Event2026-06-30

Filed2026-07-20

CARR

CARRIER GLOBAL CORPORATION

106.84%

Shares17.5K

Event2026-06-30

Filed2026-07-20

JIRE

J P MORGAN EXCHANGE TRADED F

455.46%

Shares15.5K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

128.73%

Shares13.8K

Event2026-06-30

Filed2026-07-20

WULF

TERAWULF INC

71.06%

Shares51.5K

Event2026-06-30

Filed2026-07-20

CORTEVA INC

26.13%

Shares15.0K

Event2026-06-30

Filed2026-07-20

ALLEGION PLC

65.51%

Shares9.0K

Event2026-06-30

Filed2026-07-20

APLD

APPLIED DIGITAL CORP

10.37%

Shares33.6K

Event2026-06-30

Filed2026-07-20

DVA

DAVITA INC

-14.79%

Shares5.6K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-12.31%

Shares12.5K

Event2026-06-30

Filed2026-07-20

HDV

ISHARES TR

459.38%

Shares45.0K

Event2026-06-30

Filed2026-07-20

NOK

NOKIA CORP

1.24%

Shares92.9K

Event2026-06-30

Filed2026-07-20

WDAY

WORKDAY INC

-3.17%

Shares10.0K

Event2026-06-30

Filed2026-07-20

MSI

MOTOROLA SOLUTIONS INC

17.46%

Shares3.0K

Event2026-06-30

Filed2026-07-20

JACOBS SOLUTIONS INC

New

Shares9.7K

Event2026-06-30

Filed2026-07-20

ASTRAZENECA PLC

119.37%

Shares6.4K

Event2026-06-30

Filed2026-07-20

CAH

CARDINAL HEALTH INC

22.75%

Shares5.1K

Event2026-06-30

Filed2026-07-20

USCI

UNITED STS COMMODITY INDEX F

0.34%

Shares13.1K

Event2026-06-30

Filed2026-07-20

XLV

SELECT SECTOR SPDR TR

63.57%

Shares7.6K

Event2026-06-30

Filed2026-07-20

NDAQ

NASDAQ INC

9.03%

Shares15.1K

Event2026-06-30

Filed2026-07-20

MTD

METTLER TOLEDO INTERNATIONAL

5.21%

Shares929

Event2026-06-30

Filed2026-07-20

FREEPORT MCMORAN INC

191.66%

Shares18.8K

Event2026-06-30

Filed2026-07-20

BSMT

INVESCO EXCH TRD SLF IDX FD

413.44%

Shares51.3K

Event2026-06-30

Filed2026-07-20

DFLV

DIMENSIONAL ETF TRUST

38.43%

Shares29.8K

Event2026-06-30

Filed2026-07-20

IOT

SAMSARA INC

-12.93%

Shares36.3K

Event2026-06-30

Filed2026-07-20

IWR

ISHARES TR

36.25%

Shares10.7K

Event2026-06-30

Filed2026-07-20

GENERAL MTRS CO

193.12%

Shares15.2K

Event2026-06-30

Filed2026-07-20

IHDG

WISDOMTREE TR

New

Shares22.2K

Event2026-06-30

Filed2026-07-20

VLO

VALERO ENERGY CORP

51.36%

Shares4.5K

Event2026-06-30

Filed2026-07-20

IMTM

ISHARES TR

-30.23%

Shares21.8K

Event2026-06-30

Filed2026-07-20

XEL

XCEL ENERGY INC

7.66%

Shares14.3K

Event2026-06-30

Filed2026-07-20

PGR

PROGRESSIVE CORP

-16.11%

Shares5.2K

Event2026-06-30

Filed2026-07-20

NLR

VANECK ETF TRUST

New

Shares9.8K

Event2026-06-30

Filed2026-07-20

VCSH

VANGUARD SCOTTSDALE FDS

-40.38%

Shares14.3K

Event2026-06-30

Filed2026-07-20

SPYV

SPDR SERIES TRUST

New

Shares18.6K

Event2026-06-30

Filed2026-07-20

EMXC

ISHARES INC

-11.58%

Shares10.9K

Event2026-06-30

Filed2026-07-20

HCA

HCA HEALTHCARE INC

9.85%

Shares2.9K

Event2026-06-30

Filed2026-07-20

BSMU

INVESCO EXCH TRD SLF IDX FD

New

Shares51.0K

Event2026-06-30

Filed2026-07-20

IWO

ISHARES TR

5.27%

Shares2.8K

Event2026-06-30

Filed2026-07-20

NVO

NOVO-NORDISK A S

37.42%

Shares23.3K

Event2026-06-30

Filed2026-07-20

PRF

INVESCO EXCHANGE TRADED FD T

102.93%

Shares20.6K

Event2026-06-30

Filed2026-07-20

HIG

HARTFORD INSURANCE GROUP INC

41.24%

Shares8.3K

Event2026-06-30

Filed2026-07-20

ITW

ILLINOIS TOOL WKS INC

85.05%

Shares4.0K

Event2026-06-30

Filed2026-07-20

ADSK

AUTODESK INC

-1.28%

Shares5.6K

Event2026-06-30

Filed2026-07-20

DYNF

BLACKROCK ETF TRUST

New

Shares15.8K

Event2026-06-30

Filed2026-07-20

CURTISS WRIGHT CORP

27.49%

Shares1.4K

Event2026-06-30

Filed2026-07-20

EFV

ISHARES TR

38.59%

Shares13.8K

Event2026-06-30

Filed2026-07-20

IJK

ISHARES TR

47.08%

Shares9.0K

Event2026-06-30

Filed2026-07-20

DYCOM INDS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

TTE

TOTALENERGIES SE

61.40%

Shares13.5K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

71.30%

Shares4.9K

Event2026-06-30

Filed2026-07-20

OEF

ISHARES TR

6.36%

Shares2.9K

Event2026-06-30

Filed2026-07-20

DAL

DELTA AIR LINES INC

233.51%

Shares11.2K

Event2026-06-30

Filed2026-07-20

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares12.9K

Event2026-06-30

Filed2026-07-20

PCG

PG&E CORP

New

Shares61.7K

Event2026-06-30

Filed2026-07-20

FTI

TECHNIPFMC PLC

New

Shares15.6K

Event2026-06-30

Filed2026-07-20

INGERSOLL RAND INC

123.85%

Shares12.6K

Event2026-06-30

Filed2026-07-20

CATH

GLOBAL X FDS

-9.07%

Shares11.7K

Event2026-06-30

Filed2026-07-20

NTRA

NATERA INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-20

FTEC

FIDELITY COVINGTON TRUST

25.73%

Shares3.6K

Event2026-06-30

Filed2026-07-20

RSG

REPUBLIC SVCS INC

224.63%

Shares4.8K

Event2026-06-30

Filed2026-07-20

FELC

FIDELITY COVINGTON TRUST

New

Shares24.5K

Event2026-06-30

Filed2026-07-20

WMB

WILLIAMS COS INC

75.47%

Shares13.7K

Event2026-06-30

Filed2026-07-20

NUTANIX INC

New

Shares20.0K

Event2026-06-30

Filed2026-07-20

INTERNATIONAL PAPER CO

30.54%

Shares26.8K

Event2026-06-30

Filed2026-07-20

MKL

MARKEL GROUP INC

13.26%

Shares521

Event2026-06-30

Filed2026-07-20

DFAR

DIMENSIONAL ETF TRUST

36.44%

Shares38.6K

Event2026-06-30

Filed2026-07-20

PARKER-HANNIFIN CORP

178.65%

Shares1.0K

Event2026-06-30

Filed2026-07-20

VIS

VANGUARD WORLD FD

33.93%

Shares2.8K

Event2026-06-30

Filed2026-07-20

RSPF

INVESCO EXCHANGE TRADED FD T

New

Shares12.9K

Event2026-06-30

Filed2026-07-20

HSBC

HSBC HLDGS PLC

18.85%

Shares10.5K

Event2026-06-30

Filed2026-07-20

IYW

ISHARES TR

-14.01%

Shares3.9K

Event2026-06-30

Filed2026-07-20

UNILEVER PLC

75.17%

Shares16.4K

Event2026-06-30

Filed2026-07-20

JOHNSON CONTROLS INTERNATION

114.68%

Shares6.7K

Event2026-06-30

Filed2026-07-20

ORLY

OREILLY AUTOMOTIVE INC

42.62%

Shares10.6K

Event2026-06-30

Filed2026-07-20

EBAY

EBAY INC.

48.56%

Shares8.8K

Event2026-06-30

Filed2026-07-20

FEDEX FGHT HLDG CO INC

New

Shares6.5K

Event2026-06-30

Filed2026-07-20

AMKR

AMKOR TECHNOLOGY INC

16.35%

Shares11.3K

Event2026-06-30

Filed2026-07-20

FDS

FACTSET RESH SYS INC

59.87%

Shares4.2K

Event2026-06-30

Filed2026-07-20

DFGR

DIMENSIONAL ETF TRUST

1.58%

Shares33.3K

Event2026-06-30

Filed2026-07-20

OKE

ONEOK INC NEW

47.76%

Shares11.1K

Event2026-06-30

Filed2026-07-20

FFIN

FIRST FINL BANKSHARES INC

New

Shares27.9K

Event2026-06-30

Filed2026-07-20

MGC

VANGUARD WORLD FD

0.63%

Shares3.5K

Event2026-06-30

Filed2026-07-20

PAVE

GLOBAL X FDS

New

Shares16.1K

Event2026-06-30

Filed2026-07-20

BHP

BHP BILLITON LIMITED

14.42%

Shares11.4K

Event2026-06-30

Filed2026-07-20

BSCT

INVESCO EXCH TRD SLF IDX FD

78.06%

Shares50.7K

Event2026-06-30

Filed2026-07-20

PSA

PUBLIC STORAGE

18.40%

Shares2.9K

Event2026-06-30

Filed2026-07-20

APPLOVIN CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-20

MUFG

MITSUBISHI UFJ FINANCIAL GRO

17.65%

Shares47.1K

Event2026-06-30

Filed2026-07-20

BKR

BAKER HUGHES COMPANY

23.89%

Shares16.8K

Event2026-06-30

Filed2026-07-20

MSCI

MSCI INC

17.66%

Shares1.7K

Event2026-06-30

Filed2026-07-20

CRH

CRH PLC

7.33%

Shares8.7K

Event2026-06-30

Filed2026-07-20

DSI

ISHARES TR

119.37%

Shares6.5K

Event2026-06-30

Filed2026-07-20

COKE

COCA COLA CONS INC

289.84%

Shares4.8K

Event2026-06-30

Filed2026-07-20

FENI

FIDELITY COVINGTON TRUST

69.43%

Shares22.9K

Event2026-06-30

Filed2026-07-20

VOOG

VANGUARD ADMIRAL FDS INC

623.40%

Shares11.0K

Event2026-06-30

Filed2026-07-20

VOT

VANGUARD INDEX FDS

128.79%

Shares3.0K

Event2026-06-30

Filed2026-07-20

GIS

GENERAL MILLS INC

61.07%

Shares25.7K

Event2026-06-30

Filed2026-07-20

AMERIPRISE FINL INC

40.74%

Shares1.9K

Event2026-06-30

Filed2026-07-20

MCO

MOODYS CORP

94.54%

Shares2.0K

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC

167.03%

Shares11.3K

Event2026-06-30

Filed2026-07-20

MDY

STATE STR SPDR S&P MIDCAP 40

1.78%

Shares1.3K

Event2026-06-30

Filed2026-07-20

MDB

MONGODB INC

29.54%

Shares2.6K

Event2026-06-30

Filed2026-07-20

CME

CME GROUP INC

12.48%

Shares4.0K

Event2026-06-30

Filed2026-07-20

AOR

ISHARES TR

74.03%

Shares12.5K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION6.0K sharesnew addition2026-06-302026-07-20

CAT Call CallCATERPILLAR INC1.0K sharesnew addition2026-06-302026-07-20

LLY Call CallELI LILLY & CO500 sharesnew addition2026-06-302026-07-20

GEV Call CallGE VERNOVA INC500 sharesnew addition2026-06-302026-07-20

MU Call CallMICRON TECHNOLOGY INC500 sharesnew addition2026-06-302026-07-20

DELL Call CallDELL TECHNOLOGIES INC1.3K sharesnew addition2026-06-302026-07-20

TSLA Call CallTESLA INC1.1K sharesnew addition2026-06-302026-07-20

NKE Call CallNIKE INC10.0K sharesnew addition2026-06-302026-07-20

AMZN Call CallAMAZON COM INC1.7K sharesnew addition2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T500 sharesnew addition2026-06-302026-07-20

GOOGL Call CallALPHABET INC1.0K sharesnew addition2026-06-302026-07-20

AAPL Call CallAPPLE INC1.2K sharesnew addition2026-06-302026-07-20

META PLATFORMS INC Call CallMETA PLATFORMS INC600 sharesnew addition2026-06-302026-07-20

MRVL Call CallMARVELL TECHNOLOGY INC1.0K sharesnew addition2026-06-302026-07-20

WMT Call CallWALMART INC2.0K sharesnew addition2026-06-302026-07-20

NETFLIX INC. Call CallNETFLIX INC.3.0K sharesnew addition2026-06-302026-07-20

IBM Call CallINTERNATIONAL BUSINESS MACHS500 sharesnew addition2026-06-302026-07-20

GLW Call CallCORNING INC500 sharesnew addition2026-06-302026-07-20

PM Call CallPHILIP MORRIS INTL INC700 sharesnew addition2026-06-302026-07-20

SPACE EXPLORATION TECHN CORP Call CallSPACE EXPLORATION TECHN CORP500 sharesnew addition2026-06-302026-07-20

BROADCOM INC Call CallBROADCOM INC200 sharesnew addition2026-06-302026-07-20

ORACLE CORP Call CallORACLE CORP500 sharesnew addition2026-06-302026-07-20

UBER Call CallUBER TECHNOLOGIES INC1.0K sharesnew addition2026-06-302026-07-20

INTC Call CallINTEL CORP500 sharesnew addition2026-06-302026-07-20

CMCSA Call CallCOMCAST CORP NEW2.0K sharesnew addition2026-06-302026-07-20

HPE Call CallHEWLETT PACKARD ENTERPRISE C1.0K sharesnew addition2026-06-302026-07-20

MDLZ Call CallMONDELEZ INTL INC500 shares0.00%2026-06-302026-07-20

NOK Call CallNOKIA CORP700 sharesnew addition2026-06-302026-07-20

BZAI Call CallBLAIZE HLDGS INC200 sharesnew addition2026-06-302026-07-20

NVDA Call

NVIDIA CORPORATION

New

Shares6.0K

Event2026-06-30

Filed2026-07-20

CAT Call

CATERPILLAR INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

LLY Call

ELI LILLY & CO

New

Shares500

Event2026-06-30

Filed2026-07-20

GEV Call

GE VERNOVA INC

New

Shares500

Event2026-06-30

Filed2026-07-20

MU Call

MICRON TECHNOLOGY INC

New

Shares500

Event2026-06-30

Filed2026-07-20

DELL Call

DELL TECHNOLOGIES INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

TSLA Call

TESLA INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

NKE Call

NIKE INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-20

AMZN Call

AMAZON COM INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

New

Shares500

Event2026-06-30

Filed2026-07-20

GOOGL Call

ALPHABET INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

AAPL Call

APPLE INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC Call

META PLATFORMS INC

New

Shares600

Event2026-06-30

Filed2026-07-20

MRVL Call

MARVELL TECHNOLOGY INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

WMT Call

WALMART INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-20

NETFLIX INC. Call

NETFLIX INC.

New

Shares3.0K

Event2026-06-30

Filed2026-07-20

IBM Call

INTERNATIONAL BUSINESS MACHS

New

Shares500

Event2026-06-30

Filed2026-07-20

GLW Call

CORNING INC

New

Shares500

Event2026-06-30

Filed2026-07-20

PM Call

PHILIP MORRIS INTL INC

New

Shares700

Event2026-06-30

Filed2026-07-20

SPACE EXPLORATION TECHN CORP Call

SPACE EXPLORATION TECHN CORP

New

Shares500

Event2026-06-30

Filed2026-07-20

BROADCOM INC Call

BROADCOM INC

New

Shares200

Event2026-06-30

Filed2026-07-20

ORACLE CORP Call

ORACLE CORP

New

Shares500

Event2026-06-30

Filed2026-07-20

UBER Call

UBER TECHNOLOGIES INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

INTC Call

INTEL CORP

New

Shares500

Event2026-06-30

Filed2026-07-20

CMCSA Call

COMCAST CORP NEW

New

Shares2.0K

Event2026-06-30

Filed2026-07-20

HPE Call

HEWLETT PACKARD ENTERPRISE C

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

MDLZ Call

MONDELEZ INTL INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-20

NOK Call

NOKIA CORP

New

Shares700

Event2026-06-30

Filed2026-07-20

BZAI Call

BLAIZE HLDGS INC

New

Shares200

Event2026-06-30

Filed2026-07-20

Put Option Holdings

AAPL Put PutAPPLE INC191.2K shares101.48%2026-06-302026-07-20

MSFT Put PutMICROSOFT CORP96.3K shares57.35%2026-06-302026-07-20

NVDA Put PutNVIDIA CORPORATION113.1K shares34.96%2026-06-302026-07-20

TSLA Put PutTESLA INC17.4K shares14.47%2026-06-302026-07-20

BROADCOM INC Put PutBROADCOM INC16.6K shares0.00%2026-06-302026-07-20

AFL Put PutAFLAC INC23.2K sharesnew addition2026-06-302026-07-20

META PLATFORMS INC Put PutMETA PLATFORMS INC4.7K shares261.54%2026-06-302026-07-20

GOOG Put PutALPHABET INC6.0K sharesnew addition2026-06-302026-07-20

P Put PutEVERPURE INC20.0K shares0.00%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION Put PutCOSTCO WHOLESALE CORPORATION1.5K sharesnew addition2026-06-302026-07-20

WDC Put PutWESTERN DIGITAL CORP2.1K sharesnew addition2026-06-302026-07-20

MAR Put PutMARRIOTT INTL INC NEW3.5K shares0.00%2026-06-302026-07-20

LRCX Put PutLAM RESEARCH CORP2.6K sharesnew addition2026-06-302026-07-20

SERVICENOW INC Put PutSERVICENOW INC11.0K shares-8.33%2026-06-302026-07-20

ORACLE CORP Put PutORACLE CORP6.0K shares0.00%2026-06-302026-07-20

JNJ Put PutJOHNSON & JOHNSON3.4K shares-29.17%2026-06-302026-07-20

LLY Put PutELI LILLY & CO600 shares-66.67%2026-06-302026-07-20

MASTERCARD INCORPORATED Put PutMASTERCARD INCORPORATED1.4K shares0.00%2026-06-302026-07-20

CLOUDFLARE INC Put PutCLOUDFLARE INC2.1K shares5.00%2026-06-302026-07-20

RDDT Put PutREDDIT INC2.6K sharesnew addition2026-06-302026-07-20

ABNB Put PutAIRBNB INC3.0K shares-50.00%2026-06-302026-07-20

ALL Put PutALLSTATE CORP1.8K shares0.00%2026-06-302026-07-20

AMZN Put PutAMAZON COM INC1.7K shares-26.09%2026-06-302026-07-20

ACCENTURE PLC IRELAND Put PutACCENTURE PLC IRELAND2.7K shares-15.63%2026-06-302026-07-20

AAPL Put

APPLE INC

101.48%

Shares191.2K

Event2026-06-30

Filed2026-07-20

MSFT Put

MICROSOFT CORP

57.35%

Shares96.3K

Event2026-06-30

Filed2026-07-20

NVDA Put

NVIDIA CORPORATION

34.96%

Shares113.1K

Event2026-06-30

Filed2026-07-20

TSLA Put

TESLA INC

14.47%

Shares17.4K

Event2026-06-30

Filed2026-07-20

BROADCOM INC Put

BROADCOM INC

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-20

AFL Put

AFLAC INC

New

Shares23.2K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC Put

META PLATFORMS INC

261.54%

Shares4.7K

Event2026-06-30

Filed2026-07-20

GOOG Put

ALPHABET INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-20

P Put

EVERPURE INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION Put

COSTCO WHOLESALE CORPORATION

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

WDC Put

WESTERN DIGITAL CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

MAR Put

MARRIOTT INTL INC NEW

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-20

LRCX Put

LAM RESEARCH CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-20

SERVICENOW INC Put

SERVICENOW INC

-8.33%

Shares11.0K

Event2026-06-30

Filed2026-07-20

ORACLE CORP Put

ORACLE CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-20

JNJ Put

JOHNSON & JOHNSON

-29.17%

Shares3.4K

Event2026-06-30

Filed2026-07-20

LLY Put

ELI LILLY & CO

-66.67%

Shares600

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED Put

MASTERCARD INCORPORATED

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

CLOUDFLARE INC Put

CLOUDFLARE INC

5.00%

Shares2.1K

Event2026-06-30

Filed2026-07-20

RDDT Put

REDDIT INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-20

ABNB Put

AIRBNB INC

-50.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

ALL Put

ALLSTATE CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-20

AMZN Put

AMAZON COM INC

-26.09%

Shares1.7K

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND Put

ACCENTURE PLC IRELAND

-15.63%

Shares2.7K

Event2026-06-30

Filed2026-07-20