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

Currently, Napier Financial, LLC holds 472 types of securities in its portfolio with a total value $480.0M. In the most recent quarter, they have increased their positions in VO (+174.5K shares, valued at $14.1M), IWF (+77.1K shares, valued at $9.6M), USFR (+15.5K shares, valued at $781.4K); decreased their positions in AAPL (-3.7K shares, valued at $1.1M), N/A (-550 shares, valued at $410.7K), FLOT (-4.1K shares, valued at $207.1K); initiated new positions in N/A (+891 shares, valued at $152.2K), COHR (+256 shares, valued at $101.0K), MGK (+831 shares, valued at $73.1K).

1M P&L

+10.0M+2.53%

3M P&L

+9.9M+2.50%

HY P&L

-64.1M-13.61%

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/A363.0M

90.6%

2Consumer Electronics9.3M

2.3%

3Diagnostics & Research3.6M

0.9%

Top Industries by Stock Count

1N/A181 stocks

43.1%

2Software - Application11 stocks

2.6%

3Aerospace & Defense10 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWB ISHARES RUSSELL152.9K shares0.36%2026-06-302026-07-31

ISHARES CORE ISHARES CORE61.3K shares0.32%2026-06-302026-07-31

EFA ISHARES MSCI250.2K shares0.19%2026-06-302026-07-31

IEI ISHARES 3-7YR173.1K shares2.24%2026-06-302026-07-31

IWD ISHARES RUSSELL80.2K shares1.25%2026-06-302026-07-31

VO VANGUARD MID231.7K shares305.16%2026-06-302026-07-31

RDVY FIRST TRUST223.7K shares0.90%2026-06-302026-07-31

EEM ISHARES MSCI232.6K shares0.05%2026-06-302026-07-31

Sponsored

USFR WISDOMTREE FLOATING311.0K shares5.25%2026-06-302026-07-31

STATE STREET STATE STREET20.0K shares-2.67%2026-06-302026-07-31

MOAT VANECK MORNINGSTAR125.5K shares0.66%2026-06-302026-07-31

IWF ISHARES RUSSELL103.2K shares294.46%2026-06-302026-07-31

VB VANGUARD SMALL39.3K shares0.58%2026-06-302026-07-31

VCSH VANGUARD SHORT147.7K shares1.89%2026-06-302026-07-31

VCIT VANGUARD INTERMEDIATE137.1K shares2.36%2026-06-302026-07-31

AAPL APPLE INC32.1K shares-10.39%2026-06-302026-07-31

Sponsored

SPDR GOLD SPDR GOLD114.7K shares-0.28%2026-06-302026-07-31

SHY ISHARES 1-3YR85.4K shares2.56%2026-06-302026-07-31

VONE VANGUARD RUSSELL19.1K shares3.02%2026-06-302026-07-31

SPSM STATE STREET110.4K shares1.35%2026-06-302026-07-31

ANGL VANECK FALLEN207.8K shares2.23%2026-06-302026-07-31

DFAS DIMENSIONAL US71.5K shares1.20%2026-06-302026-07-31

USIG ISHARES BROAD111.4K shares0.79%2026-06-302026-07-31

BIL STATE STREET56.4K shares-3.64%2026-06-302026-07-31

Sponsored

VEA VANGUARD FTSE72.0K shares1.24%2026-06-302026-07-31

TOTL STATE STREET114.8K shares3.19%2026-06-302026-07-31

FLOT ISHARES FLOATING74.7K shares-5.15%2026-06-302026-07-31

SPTS STATE STREET125.4K shares0.69%2026-06-302026-07-31

TMO THERMO FISHER7.3K shares-0.03%2026-06-302026-07-31

SPTI STATE STREET114.6K shares6.91%2026-06-302026-07-31

IEMG ISHARES CORE32.8K shares2.06%2026-06-302026-07-31

FALN ISHARES FALLEN86.6K shares1.09%2026-06-302026-07-31

Sponsored

MSFT MICROSOFT CORP6.0K shares-2.20%2026-06-302026-07-31

VANGUARD TOTAL VANGUARD TOTAL5.8K shares3.33%2026-06-302026-07-31

BNDX VANGUARD TOTAL41.8K shares4.06%2026-06-302026-07-31

GOOG ALPHABET INC5.0K shares-7.25%2026-06-302026-07-31

NVDA NVIDIA CORP8.8K shares-1.59%2026-06-302026-07-31

EFIV STATE STREET23.2K shares-0.66%2026-06-302026-07-31

ESGV VANGUARD ESG12.4K shares1.18%2026-06-302026-07-31

XVV ISHARES ESG28.7K shares-0.53%2026-06-302026-07-31

Sponsored

IAGG ISHARES CORE32.1K shares1.19%2026-06-302026-07-31

GOOGL ALPHABET INC4.3K shares-7.48%2026-06-302026-07-31

EMB ISHARES JPMORGAN16.0K shares2.44%2026-06-302026-07-31

SRLN STATE STREET33.5K shares3.09%2026-06-302026-07-31

KRMA GLOBAL X28.6K shares0.71%2026-06-302026-07-31

JPMORGAN CHASE JPMORGAN CHASE3.7K shares-1.56%2026-06-302026-07-31

NUSC NUVEEN ESG22.9K shares-0.12%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON4.5K shares-1.28%2026-06-302026-07-31

Sponsored

VOE VANGUARD MID5.5K shares-0.22%2026-06-302026-07-31

SPTM STATE STREET11.8K shares0.63%2026-06-302026-07-31

RTX CORP RTX CORP5.0K shares-0.89%2026-06-302026-07-31

ESGE ISHARES ESG17.4K shares-2.41%2026-06-302026-07-31

NUDM NUVEEN ESG22.7K shares0.70%2026-06-302026-07-31

SCHJ SCHWABN 1-534.7K shares26.21%2026-06-302026-07-31

MBB ISHARES MBS8.4K shares-2.43%2026-06-302026-07-31

VLUE ISHARES MSCI3.6K shares-7.91%2026-06-302026-07-31

Sponsored

WMT WALMART INC6.2K shares-1.17%2026-06-302026-07-31

IXN ISHARES GLOBAL4.8K shares0.00%2026-06-302026-07-31

NUMG NUVEEN ESG13.9K shares7.10%2026-06-302026-07-31

SHE STATE STREET4.2K shares0.96%2026-06-302026-07-31

XLV STATE STREET4.0K shares1.61%2026-06-302026-07-31

ICLN ISHARES GLOBAL30.5K shares-4.37%2026-06-302026-07-31

HEDJ WISDOMTREE EUROPE10.5K shares0.26%2026-06-302026-07-31

EXXON MOBIL EXXON MOBIL4.3K shares3.66%2026-06-302026-07-31

Sponsored

BRK.B BERKSHIRE HATHAWAY1.1K shares-8.47%2026-06-302026-07-31

ESGU ISHARES ESG3.5K shares0.00%2026-06-302026-07-31

INTC INTEL CORP3.9K shares-0.81%2026-06-302026-07-31

BAC BANK AMERICA9.5K shares-0.12%2026-06-302026-07-31

BROADCOM INC BROADCOM INC1.4K shares-2.04%2026-06-302026-07-31

CISCO SYSTEMS CISCO SYSTEMS4.5K shares-2.06%2026-06-302026-07-31

VUG VANGUARD GROWTH6.0K shares574.78%2026-06-302026-07-31

CAT CATERPILLAR INC486 shares0.00%2026-06-302026-07-31

Sponsored

VV VANGUARD LARGE1.5K shares0.00%2026-06-302026-07-31

IVW ISHARES S&P3.7K shares1.36%2026-06-302026-07-31

RSP INVESCO S&P2.4K shares0.38%2026-06-302026-07-31

MDY SPDR S&P705 shares0.00%2026-06-302026-07-31

QQQ INVESCO QQQ673 shares0.00%2026-06-302026-07-31

HD HOME DEPOT1.4K shares-6.33%2026-06-302026-07-31

TSLA TESLA INC1.1K shares-5.78%2026-06-302026-07-31

SUSC ISHARES ESG19.3K shares0.07%2026-06-302026-07-31

Sponsored

BA BOEING COMPANY2.0K shares0.00%2026-06-302026-07-31

QUAL ISHARES MSCI1.9K shares0.00%2026-06-302026-07-31

AMZN AMAZON COM1.7K shares-3.09%2026-06-302026-07-31

MRVL MARVELL TECHNOLOGY1.3K shares0.00%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS9.0K shares5.35%2026-06-302026-07-31

CLOUDFLARE INC CLOUDFLARE INC1.5K shares0.00%2026-06-302026-07-31

IBM INTL BUSINESS1.3K shares-0.38%2026-06-302026-07-31

CSX CSX CORP7.3K shares-0.05%2026-06-302026-07-31

Sponsored

PHO INVESCO WATER4.6K shares4.86%2026-06-302026-07-31

NOBL PROSHARES S&P5.6K shares100.40%2026-06-302026-07-31

CARR CARRIER GLOBAL4.1K shares-1.19%2026-06-302026-07-31

NOC NORTHROP GRUMMAN596 shares0.00%2026-06-302026-07-31

GD GENERAL DYNAMICS856 shares0.00%2026-06-302026-07-31

SCHB SCHWAB US10.4K shares0.00%2026-06-302026-07-31

AMD ADVANCED MICRO511 shares-1.92%2026-06-302026-07-31

WAYFAIR INC WAYFAIR INC3.1K shares0.00%2026-06-302026-07-31

Sponsored

RPRX ROYALTY PHARMA5.1K shares0.00%2026-06-302026-07-31

ABBVIE INC ABBVIE INC1.1K shares-0.69%2026-06-302026-07-31

DIA STATE STREET530 shares11.34%2026-06-302026-07-31

PLD PROLOGIS INC2.0K shares-0.64%2026-06-302026-07-31

T AT&T INC13.1K shares2.10%2026-06-302026-07-31

VOO VANGUARD S&P387 shares4.59%2026-06-302026-07-31

AMGN AMGEN INC732 shares-0.68%2026-06-302026-07-31

SUSB ISHARES TRUST10.4K shares3.58%2026-06-302026-07-31

Sponsored

IWV ISHARES RUSSELL596 shares0.00%2026-06-302026-07-31

VIG VANGUARD DIVIDEND1.1K shares0.00%2026-06-302026-07-31

QQQM INVESCO NASDAQ827 shares4.82%2026-06-302026-07-31

ITOT ISHARES CORE1.5K shares0.00%2026-06-302026-07-31

ISHARES CORE ISHARES CORE2.6K shares0.47%2026-06-302026-07-31

PG PROCTER & GAMBLE1.7K shares-2.79%2026-06-302026-07-31

GLW CORNING INC936 shares-2.40%2026-06-302026-07-31

XLK STATE STREET1.2K shares0.00%2026-06-302026-07-31

Sponsored

VTV VANGUARD VALUE1.0K shares0.29%2026-06-302026-07-31

QUANTA SERVICES QUANTA SERVICES307 shares0.00%2026-06-302026-07-31

VTIP VANGUARD SHORT4.4K shares0.62%2026-06-302026-07-31

SPDW STATE STREET4.3K shares0.54%2026-06-302026-07-31

INDB INDEPENDENT BANK2.6K shares0.00%2026-06-302026-07-31

GLD SPDR GOLD576 shares0.00%2026-06-302026-07-31

PEG PUBLIC SERVICE2.6K shares-0.04%2026-06-302026-07-31

TSM TAIWAN SEMICONDUCTOR434 shares0.00%2026-06-302026-07-31

Sponsored

NYT NEW YORK2.9K shares0.00%2026-06-302026-07-31

META PLATFORMS META PLATFORMS363 shares-3.20%2026-06-302026-07-31

SBUX STARBUCKS CORP2.0K shares-0.40%2026-06-302026-07-31

DE DEERE & CO314 shares-0.95%2026-06-302026-07-31

MAR MARRIOTT INTL523 shares-0.19%2026-06-302026-07-31

ACWX ISHARES MSCI2.5K shares0.00%2026-06-302026-07-31

STATE STREET STATE STREET2.1K shares5.25%2026-06-302026-07-31

NEN NEW ENGLAND3.1K shares0.00%2026-06-302026-07-31

Sponsored

COP CONOCOPHILLIPS1.7K shares0.00%2026-06-302026-07-31

SDY STATE STREET1.2K shares0.00%2026-06-302026-07-31

VBK VANGUARD SMALL492 shares0.00%2026-06-302026-07-31

ORACLE CORP ORACLE CORP1.2K shares-13.30%2026-06-302026-07-31

MASTERCARD INC MASTERCARD INC337 shares-18.60%2026-06-302026-07-31

PSX PHILLIPS 66972 shares14.35%2026-06-302026-07-31

VBR VANGUARD SMALL639 shares0.00%2026-06-302026-07-31

TMUS T-MOBILE US922 shares0.00%2026-06-302026-07-31

Sponsored

SPACE EXPLORATION SPACE EXPLORATION891 sharesnew addition2026-06-302026-07-31

VONG VANGUARD RUSSELL1.2K shares-0.42%2026-06-302026-07-31

VYM VANGUARD HIGH933 shares27.29%2026-06-302026-07-31

OTIS OTIS WORLDWIDE2.1K shares-1.25%2026-06-302026-07-31

PALANTIR TECHNOLOGIES PALANTIR TECHNOLOGIES1.2K shares6.03%2026-06-302026-07-31

AXON AXON ENTERPRISE250 shares0.00%2026-06-302026-07-31

CMCSA COMCAST CORP5.6K shares-0.20%2026-06-302026-07-31

EBAY EBAY INC1.2K shares-0.91%2026-06-302026-07-31

Sponsored

SPYG STATE STREET1.1K shares0.09%2026-06-302026-07-31

GSLC GOLDMAN SACHS915 shares0.22%2026-06-302026-07-31

QCOM QUALCOMM INC693 shares-1.14%2026-06-302026-07-31

IJH ISHARES CORE1.7K shares0.67%2026-06-302026-07-31

CWI STATE STREET3.1K shares0.00%2026-06-302026-07-31

IVE ISHARES S&P550 shares0.00%2026-06-302026-07-31

SPEM STATE STREET2.4K shares0.55%2026-06-302026-07-31

IBIT ISHARES BITCOIN3.6K shares52.74%2026-06-302026-07-31

Sponsored

SPMD STATE STREET1.7K shares0.29%2026-06-302026-07-31

SCHG SCHWAB US3.4K shares35.82%2026-06-302026-07-31

ADI ANALOG DEVICES283 shares-4.07%2026-06-302026-07-31

WASTE MANAGEMENT WASTE MANAGEMENT502 shares-0.79%2026-06-302026-07-31

NSC NORFOLK SOUTHERN345 shares0.00%2026-06-302026-07-31

OBDC BLUE OWL9.9K shares0.00%2026-06-302026-07-31

PFE PFIZER INC4.5K shares12.51%2026-06-302026-07-31

MUB ISHARES NATIONAL988 shares0.00%2026-06-302026-07-31

Sponsored

SHW SHERWIN WILLIAMS308 shares-0.96%2026-06-302026-07-31

DIS WALT DISNEY1.1K shares-0.84%2026-06-302026-07-31

HPE HEWLETT PACKARD2.2K shares-50.12%2026-06-302026-07-31

COHR COHERENT CORP256 sharesnew addition2026-06-302026-07-31

LLY ELI LILLY82 shares-6.82%2026-06-302026-07-31

IGM ISHARES EXPANDED600 shares0.00%2026-06-302026-07-31

DELL DELL TECHNOLOGIES224 shares-1.32%2026-06-302026-07-31

CVX CHEVRON CORP574 shares21.35%2026-06-302026-07-31

Sponsored

MLI MUELLER INDS756 shares0.00%2026-06-302026-07-31

IWM ISHARES RUSSELL307 shares0.00%2026-06-302026-07-31

VLO VALERO ENERGY345 shares-1.99%2026-06-302026-07-31

BP BP PLC2.3K shares13.20%2026-06-302026-07-31

KBE STATE STREET1.3K shares0.00%2026-06-302026-07-31

VISA INC VISA INC248 shares-20.26%2026-06-302026-07-31

PSK STATE STREET2.8K shares0.00%2026-06-302026-07-31

HUM HUMANA INC212 shares0.00%2026-06-302026-07-31

Sponsored

XLI STATE STREET443 shares0.00%2026-06-302026-07-31

IDEV ISHARES CORE908 shares0.00%2026-06-302026-07-31

MRK MERCK & COMPANY625 shares-3.10%2026-06-302026-07-31

WMB WILLIAMS COS1.1K shares-0.38%2026-06-302026-07-31

GM GENERAL MOTORS1.0K shares0.10%2026-06-302026-07-31

LRCX LAM RESEARCH175 shares-5.41%2026-06-302026-07-31

MGK VANGUARD MEGA831 sharesnew addition2026-06-302026-07-31

IJJ ISHARES S&P493 shares0.61%2026-06-302026-07-31

Sponsored

Q QNITY ELECTRONICS439 shares0.00%2026-06-302026-07-31

MS MORGAN STANLEY338 shares-2.03%2026-06-302026-07-31

FSLR FIRST SOLAR298 shares0.00%2026-06-302026-07-31

LMT LOCKHEED MARTIN138 shares0.00%2026-06-302026-07-31

HPQ HP INC3.2K shares-0.90%2026-06-302026-07-31

IBDS ISHARES IBONDS2.9K shares1.09%2026-06-302026-07-31

IBDR ISHARES IBONDS2.8K shares0.99%2026-06-302026-07-31

XLY STATE STREET586 shares0.00%2026-06-302026-07-31

Sponsored

IJS ISHARES S&P501 shares0.20%2026-06-302026-07-31

VANGUARD RUSSELL VANGUARD RUSSELL560 shares0.00%2026-06-302026-07-31

SCHD SCHWAB US2.1K shares42.27%2026-06-302026-07-31

EW EDWARDS LIFESCIENCES721 shares-0.28%2026-06-302026-07-31

VYMI VANGUARD INTL650 shares0.00%2026-06-302026-07-31

COSTCO WHOLESALE COSTCO WHOLESALE68 shares-2.86%2026-06-302026-07-31

INTU INTUIT INC242 shares-0.82%2026-06-302026-07-31

TJX TJX COS416 shares-2.80%2026-06-302026-07-31

Sponsored

SPYX STATE STREET1.0K shares0.00%2026-06-302026-07-31

KO COCA COLA COMPANY735 shares0.68%2026-06-302026-07-31

TBIL F/M U S1.2K shares1.13%2026-06-302026-07-31

TRAVELERS COS TRAVELERS COS175 shares0.00%2026-06-302026-07-31

BND VANGUARD TOTAL784 shares0.00%2026-06-302026-07-31

SMH VANECK SEMICONDUCTOR87 shares0.00%2026-06-302026-07-31

IJR ISHARES CORE374 shares21.82%2026-06-302026-07-31

F FORD MOTOR4.0K shares0.03%2026-06-302026-07-31

Sponsored

VOT VANGUARD MID180 shares0.00%2026-06-302026-07-31

HONEYWELL INTL HONEYWELL INTL238 sharesnew addition2026-06-302026-07-31

HONEYWELL AEROSPACE HONEYWELL AEROSPACE238 sharesnew addition2026-06-302026-07-31

IBHI ISHARES IBONDS2.2K shares0.00%2026-06-302026-07-31

MSI MOTOROLA SOLUTIONS125 shares-0.79%2026-06-302026-07-31

IBHH ISHARES IBONDS2.2K shares0.00%2026-06-302026-07-31

VGT VANGUARD INFORMATION432 shares700.00%2026-06-302026-07-31

SLV ISHARES SILVER957 shares0.00%2026-06-302026-07-31

Sponsored

UNITEDHEALTH GROUP UNITEDHEALTH GROUP122 shares-54.48%2026-06-302026-07-31

HII HUNTINGTON INGALLS176 shares0.00%2026-06-302026-07-31

DGRW WISDOMTREE US514 shares0.00%2026-06-302026-07-31

MDB MONGODB INC140 shares0.00%2026-06-302026-07-31

LIN LINDE PLC90 shares-4.26%2026-06-302026-07-31

UBER UBER TECHNOLOGIES632 shares-1.71%2026-06-302026-07-31

CDNS CADENCE DESIGN120 shares-0.83%2026-06-302026-07-31

MET METLIFE INC509 shares43.38%2026-06-302026-07-31

Sponsored

WBD WARNER BROS1.6K shares0.00%2026-06-302026-07-31

DVY ISHARES SELECT262 shares0.00%2026-06-302026-07-31

ARES MANAGEMENT ARES MANAGEMENT366 shares0.00%2026-06-302026-07-31

APPLIED MATERIALS APPLIED MATERIALS56 shares-8.20%2026-06-302026-07-31

SMMU PIMCO SHORT790 shares0.77%2026-06-302026-07-31

SERVICENOW INC SERVICENOW INC385 shares-59.26%2026-06-302026-07-31

USMV ISHARES MSCI390 shares0.00%2026-06-302026-07-31

URI UNITED RENTALS33 shares0.00%2026-06-302026-07-31

Sponsored

AVLV AVANTIS US408 shares0.25%2026-06-302026-07-31

3M COMPANY 3M COMPANY230 shares0.00%2026-06-302026-07-31

VOTE TCW TRANSFORM420 shares0.00%2026-06-302026-07-31

PM PHILIP MORRIS204 shares0.99%2026-06-302026-07-31

WEC WEC ENERGY315 shares-13.93%2026-06-302026-07-31

AFL AFLAC INC308 shares-0.32%2026-06-302026-07-31

CIM CHIMERA INVT2.7K shares0.00%2026-06-302026-07-31

ETN EATON CORP84 shares-6.67%2026-06-302026-07-31

Sponsored

BKNG BOOKING HOLDINGS200 shares1438.46%2026-06-302026-07-31

MCD MCDONALDS CORP129 shares-25.00%2026-06-302026-07-31

ABT ABBOTT LABORATORIES380 shares-60.66%2026-06-302026-07-31

SACH SACHEM CAPITAL36.4K shares0.00%2026-06-302026-07-31

IBHG ISHARES IBONDS1.5K shares0.00%2026-06-302026-07-31

IUSG ISHARES S&P181 shares0.00%2026-06-302026-07-31

PANW PALO ALTO100 shares4900.00%2026-06-302026-07-31

ANET ARISTA NETWORKS200 shares-0.50%2026-06-302026-07-31

Sponsored

PEP PEPSICO INC250 shares0.00%2026-06-302026-07-31

NUE NUCOR CORP150 shares0.00%2026-06-302026-07-31

IBHF ISHARES IBONDS1.5K shares0.00%2026-06-302026-07-31

KMI KINDER MORGAN1.0K shares-1.26%2026-06-302026-07-31

JOHNSON CONTROLS JOHNSON CONTROLS210 shares0.00%2026-06-302026-07-31

SOUTHERN COMPANY SOUTHERN COMPANY318 shares-5.36%2026-06-302026-07-31

KEYS KEYSIGHT TECHNOLOGIES84 shares-10.64%2026-06-302026-07-31

FSCO FS CREDIT5.7K shares0.00%2026-06-302026-07-31

Sponsored

SHEL SHELL PLC363 shares-6.68%2026-06-302026-07-31

MRNA MODERNA INC400 shares0.00%2026-06-302026-07-31

SPG SIMON PROPERTY125 shares-0.79%2026-06-302026-07-31

HUBS HUBSPOT INC145 shares0.00%2026-06-302026-07-31

XLC STATE STREET244 shares-9.29%2026-06-302026-07-31

MFA MFA FINANCIAL2.6K shares0.00%2026-06-302026-07-31

FTNT FORTINET INC160 shares-1.23%2026-06-302026-07-31

ES EVERSOURCE ENERGY336 shares0.00%2026-06-302026-07-31

Sponsored

TSCO TRACTOR SUPPLY765 shares0.00%2026-06-302026-07-31

ASML ASML HOLDING12 shares0.00%2026-06-302026-07-31

LPLA LPL FINANCIAL83 shares0.00%2026-06-302026-07-31

SPYV STATE STREET383 shares0.52%2026-06-302026-07-31

MPLX MPLX400 sharesnew addition2026-06-302026-07-31

EA ELECTRONIC ARTS109 shares-3.54%2026-06-302026-07-31

BX BLACKSTONE INC186 shares-0.53%2026-06-302026-07-31

IWR ISHARES RUSSELL190 shares0.00%2026-06-302026-07-31

Sponsored

VGK VANGUARD FTSE235 shares0.00%2026-06-302026-07-31

FAST FASTENAL CO432 shares-21.74%2026-06-302026-07-31

TRGP TARGA RESOURCES73 shares1.39%2026-06-302026-07-31

LOW LOWES COMPANIES88 shares-52.43%2026-06-302026-07-31

SMCI SUPER MICRO660 shares-0.60%2026-06-302026-07-31

EPD ENTERPRISE PRODUCTS522 shares0.00%2026-06-302026-07-31

KKR KKR & CO206 shares0.00%2026-06-302026-07-31

SYK STRYKER CORP60 shares-1.64%2026-06-302026-07-31

Sponsored

BF.B BROWN FORMAN CORP CL B705 shares-2.89%2026-06-302026-07-31

REGL PROSHARES S&P204 shares0.00%2026-06-302026-07-31

GE GE AEROSPACE50 shares0.00%2026-06-302026-07-31

GRMN GARMIN LTD78 shares-1.27%2026-06-302026-07-31

OKE ONEOK INC207 shares-6.76%2026-06-302026-07-31

ETV EATON VANCE1.2K shares0.00%2026-06-302026-07-31

SPSB STATE STREET583 shares0.00%2026-06-302026-07-31

VMBS VANGUARD MORTGAGE373 shares19.17%2026-06-302026-07-31

Sponsored

VFH VANGUARD FINANCIALS130 shares0.00%2026-06-302026-07-31

ADX ADAMS DIVERSIFIED669 sharesnew addition2026-06-302026-07-31

PRU PRUDENTIAL FINANCIAL157 shares1.29%2026-06-302026-07-31

JPMORGAN JPMORGAN274 sharesnew addition2026-06-302026-07-31

IAU ISHARES GOLD221 shares0.00%2026-06-302026-07-31

PH PARKER-HANNIFIN CORP17 shares-10.53%2026-06-302026-07-31

VHT VANGUARD HEALTH54 shares0.00%2026-06-302026-07-31

SGU STAR GAS1.2K shares1.55%2026-06-302026-07-31

Sponsored

XLP STATE STREET190 shares0.00%2026-06-302026-07-31

NETFLIX INC NETFLIX INC221 shares-59.82%2026-06-302026-07-31

IJK ISHARES S&P133 shares0.00%2026-06-302026-07-31

KOMP STATE STREET215 shares0.00%2026-06-302026-07-31

NEXTERA ENERGY NEXTERA ENERGY173 shares-6.49%2026-06-302026-07-31

MO ALTRIA GROUP207 shares1.47%2026-06-302026-07-31

URGN UROGEN PHARMA400 shares0.00%2026-06-302026-07-31

CHUBB LTD CHUBB LTD43 shares-2.27%2026-06-302026-07-31

Sponsored

SPHQ INVESCO S&P155 shares0.00%2026-06-302026-07-31

UNP UNION PACIFIC CORP50 shares-10.71%2026-06-302026-07-31

ICF ISHARES SELECT200 shares0.00%2026-06-302026-07-31

FDN FIRST TRUST51 shares0.00%2026-06-302026-07-31

WFC WELLS FARGO163 shares-6.32%2026-06-302026-07-31

VIGI VANGUARD INTERNATIONAL144 shares0.00%2026-06-302026-07-31

KMX CARMAX INC250 shares0.00%2026-06-302026-07-31

DGRO ISHARES CORE172 shares0.00%2026-06-302026-07-31

Sponsored

CVBF CVB FINANCIAL CORP577 sharesnew addition2026-06-302026-07-31

IQLT ISHARES MSCI260 shares0.00%2026-06-302026-07-31

JEPI JPMORGAN228 sharesnew addition2026-06-302026-07-31

ITW ILLINOIS TOOL47 shares-22.95%2026-06-302026-07-31

MFC MANULIFE FINANCIAL311 shares0.00%2026-06-302026-07-31

LHX L3HARRIS TECHNOLOGIES42 shares0.00%2026-06-302026-07-31

APPS DIGITAL TURBINE945 shares0.00%2026-06-302026-07-31

OUST OUSTER INC193 shares0.00%2026-06-302026-07-31

Sponsored

GPC GENUINE PARTS100 shares0.00%2026-06-302026-07-31

NVS NOVARTIS AG74 shares0.00%2026-06-302026-07-31

CHH CHOICE HOTELS105 shares0.00%2026-06-302026-07-31

MU MICRON TECHNOLOGY10 shares-37.50%2026-06-302026-07-31

SHOP SHOPIFY INC100 shares0.00%2026-06-302026-07-31

RJF RAYMOND JAMES75 shares0.00%2026-06-302026-07-31

FNDF SCHWAB FUNDAMENTAL214 sharesnew addition2026-06-302026-07-31

ADP AUTOMATIC DATA49 shares-7.55%2026-06-302026-07-31

Sponsored

FDIS FIDELITY MSCI103 shares0.00%2026-06-302026-07-31

BLK BLACKROCK FDG11 shares-38.89%2026-06-302026-07-31

OC OWENS CORNING66 shares0.00%2026-06-302026-07-31

SOLS SOLSTICE ADVANCED117 shares0.00%2026-06-302026-07-31

FREL FIDELITY MSCI349 shares0.00%2026-06-302026-07-31

HAL HALLIBURTON COMPANY300 shares-9.37%2026-06-302026-07-31

DOX AMDOCS LTD200 shares0.00%2026-06-302026-07-31

TNET TRINET GROUP200 shares0.00%2026-06-302026-07-31

Sponsored

EMR EMERSON ELECTRIC69 shares-1.43%2026-06-302026-07-31

SONY SONY GROUP490 shares-15.22%2026-06-302026-07-31

NRG NRG ENERGY67 shares-2.90%2026-06-302026-07-31

FELC FIDELITY ENHANCED231 shares0.00%2026-06-302026-07-31

KRE SPDR S&P129 shares0.00%2026-06-302026-07-31

ET ENERGY TRANSFER500 sharesnew addition2026-06-302026-07-31

CORTEVA INC CORTEVA INC111 shares0.00%2026-06-302026-07-31

KVUE KENVUE INC476 shares1.28%2026-06-302026-07-31

Sponsored

S&P GLOBAL S&P GLOBAL22 shares-35.29%2026-06-302026-07-31

HCA HCA HEALTHCARE22 shares0.00%2026-06-302026-07-31

IBB ISHARES BIOTECHNOLOGY45 shares0.00%2026-06-302026-07-31

APD AIR PRODUCTS29 shares-9.38%2026-06-302026-07-31

HLN HALEON PLC910 shares0.00%2026-06-302026-07-31

EFV ISHARES MSCI108 shares2.86%2026-06-302026-07-31

MDLZ MONDELEZ INTERNATIONAL141 shares0.71%2026-06-302026-07-31

PAYX PAYCHEX INC83 shares-1.19%2026-06-302026-07-31

Sponsored

VSNT VERSANT MEDIA222 shares0.00%2026-06-302026-07-31

ENB ENBRIDGE INC147 shares0.00%2026-06-302026-07-31

IGV ISHARES EXPANDED85 shares0.00%2026-06-302026-07-31

SYY SYSCO CORP90 shares-4.26%2026-06-302026-07-31

EMGF ISHARES MSCI99 shares0.00%2026-06-302026-07-31

NKE NIKE INC169 shares0.00%2026-06-302026-07-31

EPR EPR PROPERTIES112 shares0.00%2026-06-302026-07-31

JPME JPMORGAN DIVERSIFIED52 shares0.00%2026-06-302026-07-31

Sponsored

MEDTRONIC PLC MEDTRONIC PLC81 shares-11.96%2026-06-302026-07-31

CHAT ROUNDHILL GENERATIVE64 shares0.00%2026-06-302026-07-31

SMA SMARTSTOP SELF194 shares0.00%2026-06-302026-07-31

BSV VANGUARD SHORT79 sharesnew addition2026-06-302026-07-31

ETHA ISHARES ETHEREUM509 shares69.10%2026-06-302026-07-31

TGT TARGET CORP46 shares-8.00%2026-06-302026-07-31

BMY BRISTOL MYERS103 shares-4.63%2026-06-302026-07-31

CPRT COPART INC208 shares-0.95%2026-06-302026-07-31

Sponsored

QEFA STATE STREET61 shares0.00%2026-06-302026-07-31

WSO WATSCO INC14 shares0.00%2026-06-302026-07-31

RH RH35 shares0.00%2026-06-302026-07-31

POET POET TECHNOLOGIES559 shares0.00%2026-06-302026-07-31

ARES CAPITAL ARES CAPITAL300 sharesnew addition2026-06-302026-07-31

FTEC FIDELITY MSCI19 shares0.00%2026-06-302026-07-31

WAB WABTEC20 shares0.00%2026-06-302026-07-31

LUV SOUTHWEST AIRLINES104 shares0.00%2026-06-302026-07-31

Sponsored

FSSL FS SPECIALTY465 shares0.00%2026-06-302026-07-31

CL COLGATE-PALMOLIVE56 shares0.00%2026-06-302026-07-31

DUPONT DE DUPONT DE37 sharesnew addition2026-06-302026-07-31

TTWO TAKE-TWO INTERACTIVE20 shares-4.76%2026-06-302026-07-31

ZS ZSCALER INC34 shares0.00%2026-06-302026-07-31

IEF ISHARES 7-10YR50 shares-25.37%2026-06-302026-07-31

DVN DEVON ENERGY114 shares-7.32%2026-06-302026-07-31

FDS FACTSET RESEARCH20 shares0.00%2026-06-302026-07-31

Sponsored

ACCENTURE PLC ACCENTURE PLC36 shares-12.20%2026-06-302026-07-31

PYPL PAYPAL HOLDINGS101 shares-2.88%2026-06-302026-07-31

GIS GENERAL MILLS120 shares0.00%2026-06-302026-07-31

BOTZ GLOBAL X110 shares0.00%2026-06-302026-07-31

VOD VODAFONE GROUP302 shares0.00%2026-06-302026-07-31

SOLV SOLVENTUM CORP51 shares0.00%2026-06-302026-07-31

FNDA SCHWAB FUNDAMENTAL96 shares0.00%2026-06-302026-07-31

RCAT RED CAT335 shares0.00%2026-06-302026-07-31

Sponsored

FBCV FIDELITY BLUE87 shares0.00%2026-06-302026-07-31

IP INTL PAPER90 shares0.00%2026-06-302026-07-31

CCL CARNIVAL CORP115 sharesnew addition2026-06-302026-07-31

SCHC SCHWAB INTL66 shares0.00%2026-06-302026-07-31

CME CME GROUP14 shares-12.50%2026-06-302026-07-31

DXC DXC TECHNOLOGY345 shares0.00%2026-06-302026-07-31

BB BLACKBERRY LTD241 shares0.00%2026-06-302026-07-31

DOW DOW INC111 shares0.00%2026-06-302026-07-31

Sponsored

BIV VANGUARD INTERMEDIATE39 shares-7.14%2026-06-302026-07-31

BLV VANGUARD LONG42 sharesnew addition2026-06-302026-07-31

HOOD ROBINHOOD MARKETS28 sharesnew addition2026-06-302026-07-31

NECB NORTHEAST COMMUNITY100 shares0.00%2026-06-302026-07-31

HRL HORMEL FOODS110 shares0.00%2026-06-302026-07-31

VWO VANGUARD FSTE42 sharesnew addition2026-06-302026-07-31

NOK NOKIA CORP188 shares0.00%2026-06-302026-07-31

OWL BLUE OWL247 shares0.00%2026-06-302026-07-31

Sponsored

CRM SALESFORCE INC13 shares-31.58%2026-06-302026-07-31

CX CEMEX S A B168 shares0.00%2026-06-302026-07-31

EBC EASTERN BANKSHARES84 shares0.00%2026-06-302026-07-31

ADOBE INC ADOBE INC9 shares-30.77%2026-06-302026-07-31

VTRS VIATRIS INC116 shares1.75%2026-06-302026-07-31

CNRG STATE STREET16 shares0.00%2026-06-302026-07-31

KD KYNDRYL HOLDINGS156 shares0.00%2026-06-302026-07-31

ALIBABA GROUP ALIBABA GROUP18 shares0.00%2026-06-302026-07-31

Sponsored

VXF VANGUARD EXTENDED7 sharesnew addition2026-06-302026-07-31

XSOE WISDOMTREE EMERGING34 shares0.00%2026-06-302026-07-31

ONDS ONDAS INC200 shares-32.20%2026-06-302026-07-31

FNDE SCHWAB FUNDAMENTAL37 shares0.00%2026-06-302026-07-31

SMDV PROSHARES RUSSELL18 shares0.00%2026-06-302026-07-31

ISHARES CORE ISHARES CORE13 sharesnew addition2026-06-302026-07-31

VFC V F CORP76 shares0.00%2026-06-302026-07-31

NATL NCR ATLEOS28 shares0.00%2026-06-302026-07-31

Sponsored

KHC KRAFT HEINZ48 shares-11.11%2026-06-302026-07-31

C CITIGROUP INC8 shares-46.67%2026-06-302026-07-31

CC CHEMOURS COMPANY53 shares0.00%2026-06-302026-07-31

PXH INVESCO EXCHANGE37 shares0.00%2026-06-302026-07-31

MARRIOTT VACATIONS MARRIOTT VACATIONS10 shares0.00%2026-06-302026-07-31

SNOWFLAKE INC SNOWFLAKE INC4 shares0.00%2026-06-302026-07-31

XYZ BLOCK INC13 shares0.00%2026-06-302026-07-31

CGW INVESCO S&P14 shares7.69%2026-06-302026-07-31

Sponsored

RWR STATE STREET8 shares0.00%2026-06-302026-07-31

OLPX OLAPLEX HOLDINGS400 shares0.00%2026-06-302026-07-31

VVX V2X INC11 shares0.00%2026-06-302026-07-31

IWO ISHARES RUSSELL2 sharesnew addition2026-06-302026-07-31

ZM ZOOM COMMUNICATIONS8 shares0.00%2026-06-302026-07-31

SOXX ISHARES SEMICONDUCTOR1 shares0.00%2026-06-302026-07-31

PENN PENN ENTERTAINMENT28 shares0.00%2026-06-302026-07-31

JBLU JETBLUE AIRWAYS100 shares0.00%2026-06-302026-07-31

Sponsored

LNT ALLIANT ENERGY6 shares-14.29%2026-06-302026-07-31

VYX NCR VOYIX56 shares0.00%2026-06-302026-07-31

PSKY PARAMOUNT SKYDANCE35 shares0.00%2026-06-302026-07-31

BHF BRIGHTHOUSE FINANCIAL5 shares0.00%2026-06-302026-07-31

REZI RESIDEO TECHNOLOGIES9 shares0.00%2026-06-302026-07-31

OTLY OATLY GROUP22 shares0.00%2026-06-302026-07-31

GTX GARRETT MOTION5 shares0.00%2026-06-302026-07-31

EFAV ISHARES MSCI2 sharesnew addition2026-06-302026-07-31

Sponsored

OGN ORGANON & CO12 shares0.00%2026-06-302026-07-31

BBY BEST BUY2 shares-33.33%2026-06-302026-07-31

PLUG PLUG POWER50 shares0.00%2026-06-302026-07-31

IVR INVESCO MORTGAGE16 shares-83.33%2026-06-302026-07-31

SCHW SCHWAB CHARLES1 shares-99.55%2026-06-302026-07-31

SOFI SOFI TECHNOLOGIES5 shares0.00%2026-06-302026-07-31

BYND BEYOND MEAT118 shares0.00%2026-06-302026-07-31

CGC CANOPY GROWTH79 shares0.00%2026-06-302026-07-31

Sponsored

CRON CRONOS GROUP25 shares0.00%2026-06-302026-07-31

CMG CHIPOTLE MEXICAN2 shares-50.00%2026-06-302026-07-31

GEHC GE HEALTHCARE1 shares0.00%2026-06-302026-07-31

ADVANSIX INC ADVANSIX INC2 shares0.00%2026-06-302026-07-31

APA CORP APA CORP1 sharesnew addition2026-06-302026-07-31

GTEC GREENLAND TECHNOLOGIES52 shares0.00%2026-06-302026-07-31

DBX DROPBOX INC1 sharesnew addition2026-06-302026-07-31

SPCE VIRGIN GALACTIC8 shares0.00%2026-06-302026-07-31

Sponsored

EMBC EMBECTA CORP6 shares0.00%2026-06-302026-07-31

PCG PG&E CORP1 sharesnew addition2026-06-302026-07-31

IGC IGC PHARMA58 shares0.00%2026-06-302026-07-31

OGI ORGANIGRAM GLOBAL16 shares0.00%2026-06-302026-07-31

ATOS ATOSSA THERAPEUTICS6 shares0.00%2026-06-302026-07-31

TLRY TILRAY BRANDS2 shares0.00%2026-06-302026-07-31

WU WESTERN UNION1 sharesnew addition2026-06-302026-07-31

TAOWEAVE INC TAOWEAVE INC1 shares0.00%2026-06-302026-07-31

Sponsored

IWB

ISHARES RUSSELL

0.36%

Shares152.9K

Event2026-06-30

Filed2026-07-31

ISHARES CORE

0.32%

Shares61.3K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES MSCI

0.19%

Shares250.2K

Event2026-06-30

Filed2026-07-31

IEI

ISHARES 3-7YR

2.24%

Shares173.1K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES RUSSELL

1.25%

Shares80.2K

Event2026-06-30

Filed2026-07-31

VANGUARD MID

305.16%

Shares231.7K

Event2026-06-30

Filed2026-07-31

RDVY

FIRST TRUST

0.90%

Shares223.7K

Event2026-06-30

Filed2026-07-31

EEM

ISHARES MSCI

0.05%

Shares232.6K

Event2026-06-30

Filed2026-07-31

USFR

WISDOMTREE FLOATING

5.25%

Shares311.0K

Event2026-06-30

Filed2026-07-31

STATE STREET

-2.67%

Shares20.0K

Event2026-06-30

Filed2026-07-31

MOAT

VANECK MORNINGSTAR

0.66%

Shares125.5K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES RUSSELL

294.46%

Shares103.2K

Event2026-06-30

Filed2026-07-31

VANGUARD SMALL

0.58%

Shares39.3K

Event2026-06-30

Filed2026-07-31

VCSH

VANGUARD SHORT

1.89%

Shares147.7K

Event2026-06-30

Filed2026-07-31

VCIT

VANGUARD INTERMEDIATE

2.36%

Shares137.1K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

-10.39%

Shares32.1K

Event2026-06-30

Filed2026-07-31

SPDR GOLD

-0.28%

Shares114.7K

Event2026-06-30

Filed2026-07-31

SHY

ISHARES 1-3YR

2.56%

Shares85.4K

Event2026-06-30

Filed2026-07-31

VONE

VANGUARD RUSSELL

3.02%

Shares19.1K

Event2026-06-30

Filed2026-07-31

SPSM

STATE STREET

1.35%

Shares110.4K

Event2026-06-30

Filed2026-07-31

ANGL

VANECK FALLEN

2.23%

Shares207.8K

Event2026-06-30

Filed2026-07-31

DFAS

DIMENSIONAL US

1.20%

Shares71.5K

Event2026-06-30

Filed2026-07-31

USIG

ISHARES BROAD

0.79%

Shares111.4K

Event2026-06-30

Filed2026-07-31

BIL

STATE STREET

-3.64%

Shares56.4K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD FTSE

1.24%

Shares72.0K

Event2026-06-30

Filed2026-07-31

TOTL

STATE STREET

3.19%

Shares114.8K

Event2026-06-30

Filed2026-07-31

FLOT

ISHARES FLOATING

-5.15%

Shares74.7K

Event2026-06-30

Filed2026-07-31

SPTS

STATE STREET

0.69%

Shares125.4K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER

-0.03%

Shares7.3K

Event2026-06-30

Filed2026-07-31

SPTI

STATE STREET

6.91%

Shares114.6K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES CORE

2.06%

Shares32.8K

Event2026-06-30

Filed2026-07-31

FALN

ISHARES FALLEN

1.09%

Shares86.6K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-2.20%

Shares6.0K

Event2026-06-30

Filed2026-07-31

VANGUARD TOTAL

3.33%

Shares5.8K

Event2026-06-30

Filed2026-07-31

BNDX

VANGUARD TOTAL

4.06%

Shares41.8K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-7.25%

Shares5.0K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORP

-1.59%

Shares8.8K

Event2026-06-30

Filed2026-07-31

EFIV

STATE STREET

-0.66%

Shares23.2K

Event2026-06-30

Filed2026-07-31

ESGV

VANGUARD ESG

1.18%

Shares12.4K

Event2026-06-30

Filed2026-07-31

XVV

ISHARES ESG

-0.53%

Shares28.7K

Event2026-06-30

Filed2026-07-31

IAGG

ISHARES CORE

1.19%

Shares32.1K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-7.48%

Shares4.3K

Event2026-06-30

Filed2026-07-31

EMB

ISHARES JPMORGAN

2.44%

Shares16.0K

Event2026-06-30

Filed2026-07-31

SRLN

STATE STREET

3.09%

Shares33.5K

Event2026-06-30

Filed2026-07-31

KRMA

GLOBAL X

0.71%

Shares28.6K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE

-1.56%

Shares3.7K

Event2026-06-30

Filed2026-07-31

NUSC

NUVEEN ESG

-0.12%

Shares22.9K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

-1.28%

Shares4.5K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD MID

-0.22%

Shares5.5K

Event2026-06-30

Filed2026-07-31

SPTM

STATE STREET

0.63%

Shares11.8K

Event2026-06-30

Filed2026-07-31

RTX CORP

-0.89%

Shares5.0K

Event2026-06-30

Filed2026-07-31

ESGE

ISHARES ESG

-2.41%

Shares17.4K

Event2026-06-30

Filed2026-07-31

NUDM

NUVEEN ESG

0.70%

Shares22.7K

Event2026-06-30

Filed2026-07-31

SCHJ

SCHWABN 1-5

26.21%

Shares34.7K

Event2026-06-30

Filed2026-07-31

MBB

ISHARES MBS

-2.43%

Shares8.4K

Event2026-06-30

Filed2026-07-31

VLUE

ISHARES MSCI

-7.91%

Shares3.6K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

-1.17%

Shares6.2K

Event2026-06-30

Filed2026-07-31

IXN

ISHARES GLOBAL

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-31

NUMG

NUVEEN ESG

7.10%

Shares13.9K

Event2026-06-30

Filed2026-07-31

SHE

STATE STREET

0.96%

Shares4.2K

Event2026-06-30

Filed2026-07-31

XLV

STATE STREET

1.61%

Shares4.0K

Event2026-06-30

Filed2026-07-31

ICLN

ISHARES GLOBAL

-4.37%

Shares30.5K

Event2026-06-30

Filed2026-07-31

HEDJ

WISDOMTREE EUROPE

0.26%

Shares10.5K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL

3.66%

Shares4.3K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY

-8.47%

Shares1.1K

Event2026-06-30

Filed2026-07-31

ESGU

ISHARES ESG

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

-0.81%

Shares3.9K

Event2026-06-30

Filed2026-07-31

BAC

BANK AMERICA

-0.12%

Shares9.5K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

-2.04%

Shares1.4K

Event2026-06-30

Filed2026-07-31

CISCO SYSTEMS

-2.06%

Shares4.5K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD GROWTH

574.78%

Shares6.0K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

0.00%

Shares486

Event2026-06-30

Filed2026-07-31

VANGUARD LARGE

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES S&P

1.36%

Shares3.7K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO S&P

0.38%

Shares2.4K

Event2026-06-30

Filed2026-07-31

MDY

SPDR S&P

0.00%

Shares705

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ

0.00%

Shares673

Event2026-06-30

Filed2026-07-31

HOME DEPOT

-6.33%

Shares1.4K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

-5.78%

Shares1.1K

Event2026-06-30

Filed2026-07-31

SUSC

ISHARES ESG

0.07%

Shares19.3K

Event2026-06-30

Filed2026-07-31

BOEING COMPANY

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES MSCI

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM

-3.09%

Shares1.7K

Event2026-06-30

Filed2026-07-31

MRVL

MARVELL TECHNOLOGY

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS

5.35%

Shares9.0K

Event2026-06-30

Filed2026-07-31

CLOUDFLARE INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

IBM

INTL BUSINESS

-0.38%

Shares1.3K

Event2026-06-30

Filed2026-07-31

CSX

CSX CORP

-0.05%

Shares7.3K

Event2026-06-30

Filed2026-07-31

PHO

INVESCO WATER

4.86%

Shares4.6K

Event2026-06-30

Filed2026-07-31

NOBL

PROSHARES S&P

100.40%

Shares5.6K

Event2026-06-30

Filed2026-07-31

CARR

CARRIER GLOBAL

-1.19%

Shares4.1K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN

0.00%

Shares596

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS

0.00%

Shares856

Event2026-06-30

Filed2026-07-31

SCHB

SCHWAB US

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO

-1.92%

Shares511

Event2026-06-30

Filed2026-07-31

WAYFAIR INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-31

RPRX

ROYALTY PHARMA

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

-0.69%

Shares1.1K

Event2026-06-30

Filed2026-07-31

DIA

STATE STREET

11.34%

Shares530

Event2026-06-30

Filed2026-07-31

PLD

PROLOGIS INC

-0.64%

Shares2.0K

Event2026-06-30

Filed2026-07-31

AT&T INC

2.10%

Shares13.1K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD S&P

4.59%

Shares387

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

-0.68%

Shares732

Event2026-06-30

Filed2026-07-31

SUSB

ISHARES TRUST

3.58%

Shares10.4K

Event2026-06-30

Filed2026-07-31

IWV

ISHARES RUSSELL

0.00%

Shares596

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD DIVIDEND

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-31

QQQM

INVESCO NASDAQ

4.82%

Shares827

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES CORE

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

ISHARES CORE

0.47%

Shares2.6K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE

-2.79%

Shares1.7K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

-2.40%

Shares936

Event2026-06-30

Filed2026-07-31

XLK

STATE STREET

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD VALUE

0.29%

Shares1.0K

Event2026-06-30

Filed2026-07-31

QUANTA SERVICES

0.00%

Shares307

Event2026-06-30

Filed2026-07-31

VTIP

VANGUARD SHORT

0.62%

Shares4.4K

Event2026-06-30

Filed2026-07-31

SPDW

STATE STREET

0.54%

Shares4.3K

Event2026-06-30

Filed2026-07-31

INDB

INDEPENDENT BANK

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD

0.00%

Shares576

Event2026-06-30

Filed2026-07-31

PEG

PUBLIC SERVICE

-0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR

0.00%

Shares434

Event2026-06-30

Filed2026-07-31

NYT

NEW YORK

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-31

META PLATFORMS

-3.20%

Shares363

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

-0.40%

Shares2.0K

Event2026-06-30

Filed2026-07-31

DEERE & CO

-0.95%

Shares314

Event2026-06-30

Filed2026-07-31

MAR

MARRIOTT INTL

-0.19%

Shares523

Event2026-06-30

Filed2026-07-31

ACWX

ISHARES MSCI

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-31

STATE STREET

5.25%

Shares2.1K

Event2026-06-30

Filed2026-07-31

NEN

NEW ENGLAND

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-31

SDY

STATE STREET

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD SMALL

0.00%

Shares492

Event2026-06-30

Filed2026-07-31

ORACLE CORP

-13.30%

Shares1.2K

Event2026-06-30

Filed2026-07-31

MASTERCARD INC

-18.60%

Shares337

Event2026-06-30

Filed2026-07-31

PSX

PHILLIPS 66

14.35%

Shares972

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD SMALL

0.00%

Shares639

Event2026-06-30

Filed2026-07-31

TMUS

T-MOBILE US

0.00%

Shares922

Event2026-06-30

Filed2026-07-31

SPACE EXPLORATION

New

Shares891

Event2026-06-30

Filed2026-07-31

VONG

VANGUARD RUSSELL

-0.42%

Shares1.2K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD HIGH

27.29%

Shares933

Event2026-06-30

Filed2026-07-31

OTIS

OTIS WORLDWIDE

-1.25%

Shares2.1K

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES

6.03%

Shares1.2K

Event2026-06-30

Filed2026-07-31

AXON

AXON ENTERPRISE

0.00%

Shares250

Event2026-06-30

Filed2026-07-31

CMCSA

COMCAST CORP

-0.20%

Shares5.6K

Event2026-06-30

Filed2026-07-31

EBAY

EBAY INC

-0.91%

Shares1.2K

Event2026-06-30

Filed2026-07-31

SPYG

STATE STREET

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-31

GSLC

GOLDMAN SACHS

0.22%

Shares915

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

-1.14%

Shares693

Event2026-06-30

Filed2026-07-31

IJH

ISHARES CORE

0.67%

Shares1.7K

Event2026-06-30

Filed2026-07-31

CWI

STATE STREET

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES S&P

0.00%

Shares550

Event2026-06-30

Filed2026-07-31

SPEM

STATE STREET

0.55%

Shares2.4K

Event2026-06-30

Filed2026-07-31

IBIT

ISHARES BITCOIN

52.74%

Shares3.6K

Event2026-06-30

Filed2026-07-31

SPMD

STATE STREET

0.29%

Shares1.7K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB US

35.82%

Shares3.4K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES

-4.07%

Shares283

Event2026-06-30

Filed2026-07-31

WASTE MANAGEMENT

-0.79%

Shares502

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHERN

0.00%

Shares345

Event2026-06-30

Filed2026-07-31

OBDC

BLUE OWL

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

12.51%

Shares4.5K

Event2026-06-30

Filed2026-07-31

MUB

ISHARES NATIONAL

0.00%

Shares988

Event2026-06-30

Filed2026-07-31

SHW

SHERWIN WILLIAMS

-0.96%

Shares308

Event2026-06-30

Filed2026-07-31

DIS

WALT DISNEY

-0.84%

Shares1.1K

Event2026-06-30

Filed2026-07-31

HPE

HEWLETT PACKARD

-50.12%

Shares2.2K

Event2026-06-30

Filed2026-07-31

COHR

COHERENT CORP

New

Shares256

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY

-6.82%

Shares82

Event2026-06-30

Filed2026-07-31

IGM

ISHARES EXPANDED

0.00%

Shares600

Event2026-06-30

Filed2026-07-31

DELL

DELL TECHNOLOGIES

-1.32%

Shares224

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORP

21.35%

Shares574

Event2026-06-30

Filed2026-07-31

MLI

MUELLER INDS

0.00%

Shares756

Event2026-06-30

Filed2026-07-31

IWM

ISHARES RUSSELL

0.00%

Shares307

Event2026-06-30

Filed2026-07-31

VLO

VALERO ENERGY

-1.99%

Shares345

Event2026-06-30

Filed2026-07-31

BP PLC

13.20%

Shares2.3K

Event2026-06-30

Filed2026-07-31

KBE

STATE STREET

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-31

VISA INC

-20.26%

Shares248

Event2026-06-30

Filed2026-07-31

PSK

STATE STREET

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

HUM

HUMANA INC

0.00%

Shares212

Event2026-06-30

Filed2026-07-31

XLI

STATE STREET

0.00%

Shares443

Event2026-06-30

Filed2026-07-31

IDEV

ISHARES CORE

0.00%

Shares908

Event2026-06-30

Filed2026-07-31

MRK

MERCK & COMPANY

-3.10%

Shares625

Event2026-06-30

Filed2026-07-31

WMB

WILLIAMS COS

-0.38%

Shares1.1K

Event2026-06-30

Filed2026-07-31

GENERAL MOTORS

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH

-5.41%

Shares175

Event2026-06-30

Filed2026-07-31

MGK

VANGUARD MEGA

New

Shares831

Event2026-06-30

Filed2026-07-31

IJJ

ISHARES S&P

0.61%

Shares493

Event2026-06-30

Filed2026-07-31

QNITY ELECTRONICS

0.00%

Shares439

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

-2.03%

Shares338

Event2026-06-30

Filed2026-07-31

FSLR

FIRST SOLAR

0.00%

Shares298

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN

0.00%

Shares138

Event2026-06-30

Filed2026-07-31

HPQ

HP INC

-0.90%

Shares3.2K

Event2026-06-30

Filed2026-07-31

IBDS

ISHARES IBONDS

1.09%

Shares2.9K

Event2026-06-30

Filed2026-07-31

IBDR

ISHARES IBONDS

0.99%

Shares2.8K

Event2026-06-30

Filed2026-07-31

XLY

STATE STREET

0.00%

Shares586

Event2026-06-30

Filed2026-07-31

IJS

ISHARES S&P

0.20%

Shares501

Event2026-06-30

Filed2026-07-31

VANGUARD RUSSELL

0.00%

Shares560

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB US

42.27%

Shares2.1K

Event2026-06-30

Filed2026-07-31

EDWARDS LIFESCIENCES

-0.28%

Shares721

Event2026-06-30

Filed2026-07-31

VYMI

VANGUARD INTL

0.00%

Shares650

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE

-2.86%

Shares68

Event2026-06-30

Filed2026-07-31

INTU

INTUIT INC

-0.82%

Shares242

Event2026-06-30

Filed2026-07-31

TJX

TJX COS

-2.80%

Shares416

Event2026-06-30

Filed2026-07-31

SPYX

STATE STREET

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-31

COCA COLA COMPANY

0.68%

Shares735

Event2026-06-30

Filed2026-07-31

TBIL

F/M U S

1.13%

Shares1.2K

Event2026-06-30

Filed2026-07-31

TRAVELERS COS

0.00%

Shares175

Event2026-06-30

Filed2026-07-31

BND

VANGUARD TOTAL

0.00%

Shares784

Event2026-06-30

Filed2026-07-31

SMH

VANECK SEMICONDUCTOR

0.00%

Shares87

Event2026-06-30

Filed2026-07-31

IJR

ISHARES CORE

21.82%

Shares374

Event2026-06-30

Filed2026-07-31

FORD MOTOR

0.03%

Shares4.0K

Event2026-06-30

Filed2026-07-31

VOT

VANGUARD MID

0.00%

Shares180

Event2026-06-30

Filed2026-07-31

HONEYWELL INTL

New

Shares238

Event2026-06-30

Filed2026-07-31

HONEYWELL AEROSPACE

New

Shares238

Event2026-06-30

Filed2026-07-31

IBHI

ISHARES IBONDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-31

MSI

MOTOROLA SOLUTIONS

-0.79%

Shares125

Event2026-06-30

Filed2026-07-31

IBHH

ISHARES IBONDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD INFORMATION

700.00%

Shares432

Event2026-06-30

Filed2026-07-31

SLV

ISHARES SILVER

0.00%

Shares957

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP

-54.48%

Shares122

Event2026-06-30

Filed2026-07-31

HII

HUNTINGTON INGALLS

0.00%

Shares176

Event2026-06-30

Filed2026-07-31

DGRW

WISDOMTREE US

0.00%

Shares514

Event2026-06-30

Filed2026-07-31

MDB

MONGODB INC

0.00%

Shares140

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

-4.26%

Shares90

Event2026-06-30

Filed2026-07-31

UBER

UBER TECHNOLOGIES

-1.71%

Shares632

Event2026-06-30

Filed2026-07-31

CDNS

CADENCE DESIGN

-0.83%

Shares120

Event2026-06-30

Filed2026-07-31

MET

METLIFE INC

43.38%

Shares509

Event2026-06-30

Filed2026-07-31

WBD

WARNER BROS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES SELECT

0.00%

Shares262

Event2026-06-30

Filed2026-07-31

ARES MANAGEMENT

0.00%

Shares366

Event2026-06-30

Filed2026-07-31

APPLIED MATERIALS

-8.20%

Shares56

Event2026-06-30

Filed2026-07-31

SMMU

PIMCO SHORT

0.77%

Shares790

Event2026-06-30

Filed2026-07-31

SERVICENOW INC

-59.26%

Shares385

Event2026-06-30

Filed2026-07-31

USMV

ISHARES MSCI

0.00%

Shares390

Event2026-06-30

Filed2026-07-31

URI

UNITED RENTALS

0.00%

Shares33

Event2026-06-30

Filed2026-07-31

AVLV

AVANTIS US

0.25%

Shares408

Event2026-06-30

Filed2026-07-31

3M COMPANY

0.00%

Shares230

Event2026-06-30

Filed2026-07-31

VOTE

TCW TRANSFORM

0.00%

Shares420

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS

0.99%

Shares204

Event2026-06-30

Filed2026-07-31

WEC

WEC ENERGY

-13.93%

Shares315

Event2026-06-30

Filed2026-07-31

AFL

AFLAC INC

-0.32%

Shares308

Event2026-06-30

Filed2026-07-31

CIM

CHIMERA INVT

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP

-6.67%

Shares84

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS

1438.46%

Shares200

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

-25.00%

Shares129

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-60.66%

Shares380

Event2026-06-30

Filed2026-07-31

SACH

SACHEM CAPITAL

0.00%

Shares36.4K

Event2026-06-30

Filed2026-07-31

IBHG

ISHARES IBONDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

IUSG

ISHARES S&P

0.00%

Shares181

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO

4900.00%

Shares100

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS

-0.50%

Shares200

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-31

NUE

NUCOR CORP

0.00%

Shares150

Event2026-06-30

Filed2026-07-31

IBHF

ISHARES IBONDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

KMI

KINDER MORGAN

-1.26%

Shares1.0K

Event2026-06-30

Filed2026-07-31

JOHNSON CONTROLS

0.00%

Shares210

Event2026-06-30

Filed2026-07-31

SOUTHERN COMPANY

-5.36%

Shares318

Event2026-06-30

Filed2026-07-31

KEYS

KEYSIGHT TECHNOLOGIES

-10.64%

Shares84

Event2026-06-30

Filed2026-07-31

FSCO

FS CREDIT

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-31

SHEL

SHELL PLC

-6.68%

Shares363

Event2026-06-30

Filed2026-07-31

MRNA

MODERNA INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-31

SPG

SIMON PROPERTY

-0.79%

Shares125

Event2026-06-30

Filed2026-07-31

HUBS

HUBSPOT INC

0.00%

Shares145

Event2026-06-30

Filed2026-07-31

XLC

STATE STREET

-9.29%

Shares244

Event2026-06-30

Filed2026-07-31

MFA

MFA FINANCIAL

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

FTNT

FORTINET INC

-1.23%

Shares160

Event2026-06-30

Filed2026-07-31

EVERSOURCE ENERGY

0.00%

Shares336

Event2026-06-30

Filed2026-07-31

TSCO

TRACTOR SUPPLY

0.00%

Shares765

Event2026-06-30

Filed2026-07-31

ASML

ASML HOLDING

0.00%

Shares12

Event2026-06-30

Filed2026-07-31

LPLA

LPL FINANCIAL

0.00%

Shares83

Event2026-06-30

Filed2026-07-31

SPYV

STATE STREET

0.52%

Shares383

Event2026-06-30

Filed2026-07-31

MPLX

New

Shares400

Event2026-06-30

Filed2026-07-31

ELECTRONIC ARTS

-3.54%

Shares109

Event2026-06-30

Filed2026-07-31

BLACKSTONE INC

-0.53%

Shares186

Event2026-06-30

Filed2026-07-31

IWR

ISHARES RUSSELL

0.00%

Shares190

Event2026-06-30

Filed2026-07-31

VGK

VANGUARD FTSE

0.00%

Shares235

Event2026-06-30

Filed2026-07-31

FAST

FASTENAL CO

-21.74%

Shares432

Event2026-06-30

Filed2026-07-31

TRGP

TARGA RESOURCES

1.39%

Shares73

Event2026-06-30

Filed2026-07-31

LOW

LOWES COMPANIES

-52.43%

Shares88

Event2026-06-30

Filed2026-07-31

SMCI

SUPER MICRO

-0.60%

Shares660

Event2026-06-30

Filed2026-07-31

EPD

ENTERPRISE PRODUCTS

0.00%

Shares522

Event2026-06-30

Filed2026-07-31

KKR

KKR & CO

0.00%

Shares206

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORP

-1.64%

Shares60

Event2026-06-30

Filed2026-07-31

BF.B

BROWN FORMAN CORP CL B

-2.89%

Shares705

Event2026-06-30

Filed2026-07-31

REGL

PROSHARES S&P

0.00%

Shares204

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

0.00%

Shares50

Event2026-06-30

Filed2026-07-31

GRMN

GARMIN LTD

-1.27%

Shares78

Event2026-06-30

Filed2026-07-31

OKE

ONEOK INC

-6.76%

Shares207

Event2026-06-30

Filed2026-07-31

ETV

EATON VANCE

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

SPSB

STATE STREET

0.00%

Shares583

Event2026-06-30

Filed2026-07-31

VMBS

VANGUARD MORTGAGE

19.17%

Shares373

Event2026-06-30

Filed2026-07-31

VFH

VANGUARD FINANCIALS

0.00%

Shares130

Event2026-06-30

Filed2026-07-31

ADX

ADAMS DIVERSIFIED

New

Shares669

Event2026-06-30

Filed2026-07-31

PRU

PRUDENTIAL FINANCIAL

1.29%

Shares157

Event2026-06-30

Filed2026-07-31

JPMORGAN

New

Shares274

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD

0.00%

Shares221

Event2026-06-30

Filed2026-07-31

PARKER-HANNIFIN CORP

-10.53%

Shares17

Event2026-06-30

Filed2026-07-31

VHT

VANGUARD HEALTH

0.00%

Shares54

Event2026-06-30

Filed2026-07-31

SGU

STAR GAS

1.55%

Shares1.2K

Event2026-06-30

Filed2026-07-31

XLP

STATE STREET

0.00%

Shares190

Event2026-06-30

Filed2026-07-31

NETFLIX INC

-59.82%

Shares221

Event2026-06-30

Filed2026-07-31

IJK

ISHARES S&P

0.00%

Shares133

Event2026-06-30

Filed2026-07-31

KOMP

STATE STREET

0.00%

Shares215

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY

-6.49%

Shares173

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP

1.47%

Shares207

Event2026-06-30

Filed2026-07-31

URGN

UROGEN PHARMA

0.00%

Shares400

Event2026-06-30

Filed2026-07-31

CHUBB LTD

-2.27%

Shares43

Event2026-06-30

Filed2026-07-31

SPHQ

INVESCO S&P

0.00%

Shares155

Event2026-06-30

Filed2026-07-31

UNP

UNION PACIFIC CORP

-10.71%

Shares50

Event2026-06-30

Filed2026-07-31

ICF

ISHARES SELECT

0.00%

Shares200

Event2026-06-30

Filed2026-07-31

FDN

FIRST TRUST

0.00%

Shares51

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO

-6.32%

Shares163

Event2026-06-30

Filed2026-07-31

VIGI

VANGUARD INTERNATIONAL

0.00%

Shares144

Event2026-06-30

Filed2026-07-31

KMX

CARMAX INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-31

DGRO

ISHARES CORE

0.00%

Shares172

Event2026-06-30

Filed2026-07-31

CVBF

CVB FINANCIAL CORP

New

Shares577

Event2026-06-30

Filed2026-07-31

IQLT

ISHARES MSCI

0.00%

Shares260

Event2026-06-30

Filed2026-07-31

JEPI

JPMORGAN

New

Shares228

Event2026-06-30

Filed2026-07-31

ITW

ILLINOIS TOOL

-22.95%

Shares47

Event2026-06-30

Filed2026-07-31

MFC

MANULIFE FINANCIAL

0.00%

Shares311

Event2026-06-30

Filed2026-07-31

LHX

L3HARRIS TECHNOLOGIES

0.00%

Shares42

Event2026-06-30

Filed2026-07-31

APPS

DIGITAL TURBINE

0.00%

Shares945

Event2026-06-30

Filed2026-07-31

OUST

OUSTER INC

0.00%

Shares193

Event2026-06-30

Filed2026-07-31

GPC

GENUINE PARTS

0.00%

Shares100

Event2026-06-30

Filed2026-07-31

NVS

NOVARTIS AG

0.00%

Shares74

Event2026-06-30

Filed2026-07-31

CHH

CHOICE HOTELS

0.00%

Shares105

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY

-37.50%

Shares10

Event2026-06-30

Filed2026-07-31

SHOP

SHOPIFY INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-31

RJF

RAYMOND JAMES

0.00%

Shares75

Event2026-06-30

Filed2026-07-31

FNDF

SCHWAB FUNDAMENTAL

New

Shares214

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA

-7.55%

Shares49

Event2026-06-30

Filed2026-07-31

FDIS

FIDELITY MSCI

0.00%

Shares103

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK FDG

-38.89%

Shares11

Event2026-06-30

Filed2026-07-31

OWENS CORNING

0.00%

Shares66

Event2026-06-30

Filed2026-07-31

SOLS

SOLSTICE ADVANCED

0.00%

Shares117

Event2026-06-30

Filed2026-07-31

FREL

FIDELITY MSCI

0.00%

Shares349

Event2026-06-30

Filed2026-07-31

HAL

HALLIBURTON COMPANY

-9.37%

Shares300

Event2026-06-30

Filed2026-07-31

DOX

AMDOCS LTD

0.00%

Shares200

Event2026-06-30

Filed2026-07-31

TNET

TRINET GROUP

0.00%

Shares200

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELECTRIC

-1.43%

Shares69

Event2026-06-30

Filed2026-07-31

SONY

SONY GROUP

-15.22%

Shares490

Event2026-06-30

Filed2026-07-31

NRG

NRG ENERGY

-2.90%

Shares67

Event2026-06-30

Filed2026-07-31

FELC

FIDELITY ENHANCED

0.00%

Shares231

Event2026-06-30

Filed2026-07-31

KRE

SPDR S&P

0.00%

Shares129

Event2026-06-30

Filed2026-07-31

ENERGY TRANSFER

New

Shares500

Event2026-06-30

Filed2026-07-31

CORTEVA INC

0.00%

Shares111

Event2026-06-30

Filed2026-07-31

KVUE

KENVUE INC

1.28%

Shares476

Event2026-06-30

Filed2026-07-31

S&P GLOBAL

-35.29%

Shares22

Event2026-06-30

Filed2026-07-31

HCA

HCA HEALTHCARE

0.00%

Shares22

Event2026-06-30

Filed2026-07-31

IBB

ISHARES BIOTECHNOLOGY

0.00%

Shares45

Event2026-06-30

Filed2026-07-31

APD

AIR PRODUCTS

-9.38%

Shares29

Event2026-06-30

Filed2026-07-31

HLN

HALEON PLC

0.00%

Shares910

Event2026-06-30

Filed2026-07-31

EFV

ISHARES MSCI

2.86%

Shares108

Event2026-06-30

Filed2026-07-31

MDLZ

MONDELEZ INTERNATIONAL

0.71%

Shares141

Event2026-06-30

Filed2026-07-31

PAYX

PAYCHEX INC

-1.19%

Shares83

Event2026-06-30

Filed2026-07-31

VSNT

VERSANT MEDIA

0.00%

Shares222

Event2026-06-30

Filed2026-07-31

ENB

ENBRIDGE INC

0.00%

Shares147

Event2026-06-30

Filed2026-07-31

IGV

ISHARES EXPANDED

0.00%

Shares85

Event2026-06-30

Filed2026-07-31

SYY

SYSCO CORP

-4.26%

Shares90

Event2026-06-30

Filed2026-07-31

EMGF

ISHARES MSCI

0.00%

Shares99

Event2026-06-30

Filed2026-07-31

NKE

NIKE INC

0.00%

Shares169

Event2026-06-30

Filed2026-07-31

EPR

EPR PROPERTIES

0.00%

Shares112

Event2026-06-30

Filed2026-07-31

JPME

JPMORGAN DIVERSIFIED

0.00%

Shares52

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

-11.96%

Shares81

Event2026-06-30

Filed2026-07-31

CHAT

ROUNDHILL GENERATIVE

0.00%

Shares64

Event2026-06-30

Filed2026-07-31

SMA

SMARTSTOP SELF

0.00%

Shares194

Event2026-06-30

Filed2026-07-31

BSV

VANGUARD SHORT

New

Shares79

Event2026-06-30

Filed2026-07-31

ETHA

ISHARES ETHEREUM

69.10%

Shares509

Event2026-06-30

Filed2026-07-31

TGT

TARGET CORP

-8.00%

Shares46

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL MYERS

-4.63%

Shares103

Event2026-06-30

Filed2026-07-31

CPRT

COPART INC

-0.95%

Shares208

Event2026-06-30

Filed2026-07-31

QEFA

STATE STREET

0.00%

Shares61

Event2026-06-30

Filed2026-07-31

WSO

WATSCO INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-31

0.00%

Shares35

Event2026-06-30

Filed2026-07-31

POET

POET TECHNOLOGIES

0.00%

Shares559

Event2026-06-30

Filed2026-07-31

ARES CAPITAL

New

Shares300

Event2026-06-30

Filed2026-07-31

FTEC

FIDELITY MSCI

0.00%

Shares19

Event2026-06-30

Filed2026-07-31

WAB

WABTEC

0.00%

Shares20

Event2026-06-30

Filed2026-07-31

LUV

SOUTHWEST AIRLINES

0.00%

Shares104

Event2026-06-30

Filed2026-07-31

FSSL

FS SPECIALTY

0.00%

Shares465

Event2026-06-30

Filed2026-07-31

COLGATE-PALMOLIVE

0.00%

Shares56

Event2026-06-30

Filed2026-07-31

DUPONT DE

New

Shares37

Event2026-06-30

Filed2026-07-31

TTWO

TAKE-TWO INTERACTIVE

-4.76%

Shares20

Event2026-06-30

Filed2026-07-31

ZSCALER INC

0.00%

Shares34

Event2026-06-30

Filed2026-07-31

IEF

ISHARES 7-10YR

-25.37%

Shares50

Event2026-06-30

Filed2026-07-31

DVN

DEVON ENERGY

-7.32%

Shares114

Event2026-06-30

Filed2026-07-31

FDS

FACTSET RESEARCH

0.00%

Shares20

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC

-12.20%

Shares36

Event2026-06-30

Filed2026-07-31

PYPL

PAYPAL HOLDINGS

-2.88%

Shares101

Event2026-06-30

Filed2026-07-31

GIS

GENERAL MILLS

0.00%

Shares120

Event2026-06-30

Filed2026-07-31

BOTZ

GLOBAL X

0.00%

Shares110

Event2026-06-30

Filed2026-07-31

VOD

VODAFONE GROUP

0.00%

Shares302

Event2026-06-30

Filed2026-07-31

SOLV

SOLVENTUM CORP

0.00%

Shares51

Event2026-06-30

Filed2026-07-31

FNDA

SCHWAB FUNDAMENTAL

0.00%

Shares96

Event2026-06-30

Filed2026-07-31

RCAT

RED CAT

0.00%

Shares335

Event2026-06-30

Filed2026-07-31

FBCV

FIDELITY BLUE

0.00%

Shares87

Event2026-06-30

Filed2026-07-31

INTL PAPER

0.00%

Shares90

Event2026-06-30

Filed2026-07-31

CCL

CARNIVAL CORP

New

Shares115

Event2026-06-30

Filed2026-07-31

SCHC

SCHWAB INTL

0.00%

Shares66

Event2026-06-30

Filed2026-07-31

CME

CME GROUP

-12.50%

Shares14

Event2026-06-30

Filed2026-07-31

DXC

DXC TECHNOLOGY

0.00%

Shares345

Event2026-06-30

Filed2026-07-31

BLACKBERRY LTD

0.00%

Shares241

Event2026-06-30

Filed2026-07-31

DOW

DOW INC

0.00%

Shares111

Event2026-06-30

Filed2026-07-31

BIV

VANGUARD INTERMEDIATE

-7.14%

Shares39

Event2026-06-30

Filed2026-07-31

BLV

VANGUARD LONG

New

Shares42

Event2026-06-30

Filed2026-07-31

HOOD

ROBINHOOD MARKETS

New

Shares28

Event2026-06-30

Filed2026-07-31

NECB

NORTHEAST COMMUNITY

0.00%

Shares100

Event2026-06-30

Filed2026-07-31

HRL

HORMEL FOODS

0.00%

Shares110

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD FSTE

New

Shares42

Event2026-06-30

Filed2026-07-31

NOK

NOKIA CORP

0.00%

Shares188

Event2026-06-30

Filed2026-07-31

OWL

BLUE OWL

0.00%

Shares247

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

-31.58%

Shares13

Event2026-06-30

Filed2026-07-31

CEMEX S A B

0.00%

Shares168

Event2026-06-30

Filed2026-07-31

EBC

EASTERN BANKSHARES

0.00%

Shares84

Event2026-06-30

Filed2026-07-31

ADOBE INC

-30.77%

Shares9

Event2026-06-30

Filed2026-07-31

VTRS

VIATRIS INC

1.75%

Shares116

Event2026-06-30

Filed2026-07-31

CNRG

STATE STREET

0.00%

Shares16

Event2026-06-30

Filed2026-07-31

KYNDRYL HOLDINGS

0.00%

Shares156

Event2026-06-30

Filed2026-07-31

ALIBABA GROUP

0.00%

Shares18

Event2026-06-30

Filed2026-07-31

VXF

VANGUARD EXTENDED

New

Shares7

Event2026-06-30

Filed2026-07-31

XSOE

WISDOMTREE EMERGING

0.00%

Shares34

Event2026-06-30

Filed2026-07-31

ONDS

ONDAS INC

-32.20%

Shares200

Event2026-06-30

Filed2026-07-31

FNDE

SCHWAB FUNDAMENTAL

0.00%

Shares37

Event2026-06-30

Filed2026-07-31

SMDV

PROSHARES RUSSELL

0.00%

Shares18

Event2026-06-30

Filed2026-07-31

ISHARES CORE

New

Shares13

Event2026-06-30

Filed2026-07-31

VFC

V F CORP

0.00%

Shares76

Event2026-06-30

Filed2026-07-31

NATL

NCR ATLEOS

0.00%

Shares28

Event2026-06-30

Filed2026-07-31

KHC

KRAFT HEINZ

-11.11%

Shares48

Event2026-06-30

Filed2026-07-31

CITIGROUP INC

-46.67%

Shares8

Event2026-06-30

Filed2026-07-31

CHEMOURS COMPANY

0.00%

Shares53

Event2026-06-30

Filed2026-07-31

PXH

INVESCO EXCHANGE

0.00%

Shares37

Event2026-06-30

Filed2026-07-31

MARRIOTT VACATIONS

0.00%

Shares10

Event2026-06-30

Filed2026-07-31

SNOWFLAKE INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-31

XYZ

BLOCK INC

0.00%

Shares13

Event2026-06-30

Filed2026-07-31

CGW

INVESCO S&P

7.69%

Shares14

Event2026-06-30

Filed2026-07-31

RWR

STATE STREET

0.00%

Shares8

Event2026-06-30

Filed2026-07-31

OLPX

OLAPLEX HOLDINGS

0.00%

Shares400

Event2026-06-30

Filed2026-07-31

VVX

V2X INC

0.00%

Shares11

Event2026-06-30

Filed2026-07-31

IWO

ISHARES RUSSELL

New

Shares2

Event2026-06-30

Filed2026-07-31

ZOOM COMMUNICATIONS

0.00%

Shares8

Event2026-06-30

Filed2026-07-31

SOXX

ISHARES SEMICONDUCTOR

0.00%

Shares1

Event2026-06-30

Filed2026-07-31

PENN

PENN ENTERTAINMENT

0.00%

Shares28

Event2026-06-30

Filed2026-07-31

JBLU

JETBLUE AIRWAYS

0.00%

Shares100

Event2026-06-30

Filed2026-07-31

LNT

ALLIANT ENERGY

-14.29%

Shares6

Event2026-06-30

Filed2026-07-31

VYX

NCR VOYIX

0.00%

Shares56

Event2026-06-30

Filed2026-07-31

PSKY

PARAMOUNT SKYDANCE

0.00%

Shares35

Event2026-06-30

Filed2026-07-31

BHF

BRIGHTHOUSE FINANCIAL

0.00%

Shares5

Event2026-06-30

Filed2026-07-31

REZI

RESIDEO TECHNOLOGIES

0.00%

Shares9

Event2026-06-30

Filed2026-07-31

OTLY

OATLY GROUP

0.00%

Shares22

Event2026-06-30

Filed2026-07-31

GTX

GARRETT MOTION

0.00%

Shares5

Event2026-06-30

Filed2026-07-31

EFAV

ISHARES MSCI

New

Shares2

Event2026-06-30

Filed2026-07-31

OGN

ORGANON & CO

0.00%

Shares12

Event2026-06-30

Filed2026-07-31

BBY

BEST BUY

-33.33%

Shares2

Event2026-06-30

Filed2026-07-31

PLUG

PLUG POWER

0.00%

Shares50

Event2026-06-30

Filed2026-07-31

IVR

INVESCO MORTGAGE

-83.33%

Shares16

Event2026-06-30

Filed2026-07-31

SCHW

SCHWAB CHARLES

-99.55%

Shares1

Event2026-06-30

Filed2026-07-31

SOFI

SOFI TECHNOLOGIES

0.00%

Shares5

Event2026-06-30

Filed2026-07-31

BYND

BEYOND MEAT

0.00%

Shares118

Event2026-06-30

Filed2026-07-31

CGC

CANOPY GROWTH

0.00%

Shares79

Event2026-06-30

Filed2026-07-31

CRON

CRONOS GROUP

0.00%

Shares25

Event2026-06-30

Filed2026-07-31

CMG

CHIPOTLE MEXICAN

-50.00%

Shares2

Event2026-06-30

Filed2026-07-31

GEHC

GE HEALTHCARE

0.00%

Shares1

Event2026-06-30

Filed2026-07-31

ADVANSIX INC

0.00%

Shares2

Event2026-06-30

Filed2026-07-31

APA CORP

New

Shares1

Event2026-06-30

Filed2026-07-31

GTEC

GREENLAND TECHNOLOGIES

0.00%

Shares52

Event2026-06-30

Filed2026-07-31

DBX

DROPBOX INC

New

Shares1

Event2026-06-30

Filed2026-07-31

SPCE

VIRGIN GALACTIC

0.00%

Shares8

Event2026-06-30

Filed2026-07-31

EMBC

EMBECTA CORP

0.00%

Shares6

Event2026-06-30

Filed2026-07-31

PCG

PG&E CORP

New

Shares1

Event2026-06-30

Filed2026-07-31

IGC

IGC PHARMA

0.00%

Shares58

Event2026-06-30

Filed2026-07-31

OGI

ORGANIGRAM GLOBAL

0.00%

Shares16

Event2026-06-30

Filed2026-07-31

ATOS

ATOSSA THERAPEUTICS

0.00%

Shares6

Event2026-06-30

Filed2026-07-31

TLRY

TILRAY BRANDS

0.00%

Shares2

Event2026-06-30

Filed2026-07-31

WESTERN UNION

New

Shares1

Event2026-06-30

Filed2026-07-31

TAOWEAVE INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available