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The Analysis of Networth Advisors, LLC's Holdings & P&L

Currently, Networth Advisors, LLC holds 383 types of securities in its portfolio with a total value $172.1M. In the most recent quarter, they have increased their positions in MAYW (+114.4K shares, valued at $4.0M), SDSI (+74.5K shares, valued at $3.8M), JUNW (+76.9K shares, valued at $2.6M); decreased their positions in AVSC (-58.6K shares, valued at $4.3M), AVSF (-68.0K shares, valued at $3.2M), GSEP (-71.4K shares, valued at $2.9M); initiated new positions in MAYW (+114.4K shares, valued at $4.0M), SDSI (+74.5K shares, valued at $3.8M), JUNW (+76.9K shares, valued at $2.6M).

1M P&L

+5.8M+3.96%

3M P&L

+2.8M+1.85%

HY P&L

+6.3M+4.26%

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/A167.7M

98.3%

2Banks - Diversified325.0K

0.2%

3Semiconductors264.4K

0.2%

Top Industries by Stock Count

1N/A239 stocks

68.3%

2Semiconductors7 stocks

2.0%

3Software - Application6 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVLC AMERICAN CENTY ETF TR259.4K shares6.88%2026-06-302026-07-22

AVMC AMERICAN CENTY ETF TR189.3K shares6.19%2026-06-302026-07-22

AVIG AMERICAN CENTY ETF TR303.8K shares14.34%2026-06-302026-07-22

AVLV AMERICAN CENTY ETF TR114.9K shares14.10%2026-06-302026-07-22

QGRO AMERICAN CENTY ETF TR80.0K shares4.29%2026-06-302026-07-22

FLV AMERICAN CENTY ETF TR108.2K shares7.96%2026-06-302026-07-22

AVDE AMERICAN CENTY ETF TR65.7K shares49.34%2026-06-302026-07-22

FDG AMERICAN CENTY ETF TR39.2K shares2.33%2026-06-302026-07-22

Sponsored

AVXC AMERICAN CENTY ETF TR58.2K shares66.49%2026-06-302026-07-22

QINT AMERICAN CENTY ETF TR61.4K shares25.42%2026-06-302026-07-22

MAYW AIM ETF PRODUCTS TRUST114.4K sharesnew addition2026-06-302026-07-22

SDSI AMERICAN CENTY ETF TR74.5K sharesnew addition2026-06-302026-07-22

VOO VANGUARD INDEX FDS5.5K shares0.54%2026-06-302026-07-22

AVRE AMERICAN CENTY ETF TR79.1K shares15.41%2026-06-302026-07-22

KORP AMERICAN CENTY ETF TR76.8K shares13.40%2026-06-302026-07-22

SCNM STERLING CAP FDS119.1K shares3.56%2026-06-302026-07-22

Sponsored

JUNW AIM ETF PRODUCTS TRUST76.9K sharesnew addition2026-06-302026-07-22

AVDV AMERICAN CENTY ETF TR25.0K shares26.31%2026-06-302026-07-22

AHYB AMERICAN CENTY ETF TR54.9K shares12.09%2026-06-302026-07-22

JANW AIM ETF PRODUCTS TRUST64.4K shares3.82%2026-06-302026-07-22

AVUV AMERICAN CENTY ETF TR18.2K sharesnew addition2026-06-302026-07-22

GMAY FIRST TR EXCHNG TRADED FD VI50.5K sharesnew addition2026-06-302026-07-22

FEBW AIM ETF PRODUCTS TRUST60.5K sharesnew addition2026-06-302026-07-22

ONEZ ELEVATION SERIES TRUST76.3K shares303.39%2026-06-302026-07-22

Sponsored

SBAR SIMPLIFY EXCHANGE TRADED FUN77.7K shares11.47%2026-06-302026-07-22

DECW AIM ETF PRODUCTS TRUST55.1K shares3.56%2026-06-302026-07-22

BILZ PIMCO ETF TR15.4K shares151.65%2026-06-302026-07-22

ACSG AMERICAN CENTY ETF TR25.7K sharesnew addition2026-06-302026-07-22

BUCK SIMPLIFY EXCHANGE TRADED FUN52.6K shares4.15%2026-06-302026-07-22

AVMV AMERICAN CENTY ETF TR14.1K sharesnew addition2026-06-302026-07-22

CTA SIMPLIFY EXCHANGE TRADED FUN41.4K shares2.02%2026-06-302026-07-22

AGGH SIMPLIFY EXCHANGE TRADED FUN49.3K shares17.36%2026-06-302026-07-22

Sponsored

SIXD AIM ETF PRODUCTS TRUST31.5K sharesnew addition2026-06-302026-07-22

FOXY SIMPLIFY EXCHANGE TRADED FUN31.7K shares5.33%2026-06-302026-07-22

IWY ISHARES TR3.1K shares-4.62%2026-06-302026-07-22

IEMG ISHARES INC9.5K shares-4.82%2026-06-302026-07-22

VO VANGUARD INDEX FDS9.3K shares48684.21%2026-06-302026-07-22

SVOL SIMPLIFY EXCHANGE TRADED FUN41.0K shares13.40%2026-06-302026-07-22

QBER ELEVATION SERIES TRUST26.1K shares12.10%2026-06-302026-07-22

IDEV ISHARES TR6.9K shares-4.67%2026-06-302026-07-22

Sponsored

SCHG SCHWAB STRATEGIC TR17.6K sharesnew addition2026-06-302026-07-22

IWX ISHARES TR5.6K shares-3.44%2026-06-302026-07-22

AVIV AMERICAN CENTY ETF TR7.6K sharesnew addition2026-06-302026-07-22

AGEM ABRDN FDS11.9K shares-1.69%2026-06-302026-07-22

ARTY ISHARES TR6.7K sharesnew addition2026-06-302026-07-22

SCHX SCHWAB STRATEGIC TR16.5K shares2400.00%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST4.4K shares-8.38%2026-06-302026-07-22

BK BANK OF NY MELLON CORP2.2K shares0.00%2026-06-302026-07-22

Sponsored

GAEM SIMPLIFY EXCHANGE TRADED FUN11.4K shares2.36%2026-06-302026-07-22

PAYM ELEVATION SERIES TRUST11.8K shares12.03%2026-06-302026-07-22

ATI INC ATI INC1.5K shares0.00%2026-06-302026-07-22

EFV ISHARES TR3.7K shares-3.43%2026-06-302026-07-22

IWS ISHARES TR1.6K shares-11.06%2026-06-302026-07-22

EFG ISHARES TR2.1K shares-4.49%2026-06-302026-07-22

LLY ELI LILLY & CO202 shares0.00%2026-06-302026-07-22

SCEC CAPITOL SER TR9.4K shares2.63%2026-06-302026-07-22

Sponsored

MAYT AIM ETF PRODUCTS TRUST5.7K sharesnew addition2026-06-302026-07-22

TUA SIMPLIFY EXCHANGE TRADED FUN10.1K shares15.20%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC333 shares552.94%2026-06-302026-07-22

QQQ INVESCO QQQ TR245 shares-2.00%2026-06-302026-07-22

ABCL ABCELLERA BIOLOGICS INC22.5K sharesnew addition2026-06-302026-07-22

MSFT MICROSOFT CORP449 shares-69.64%2026-06-302026-07-22

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS1.3K shares-4.05%2026-06-302026-07-22

ISHARES TR ISHARES TR208 shares-22.10%2026-06-302026-07-22

Sponsored

AAPL APPLE INC537 shares-0.37%2026-06-302026-07-22

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.2K shares833.33%2026-06-302026-07-22

BROADCOM INC BROADCOM INC355 shares322.62%2026-06-302026-07-22

AIQ GLOBAL X FDS2.0K shares0.00%2026-06-302026-07-22

IAUM ISHARES GOLD TRUST MICRO2.8K shares-28.46%2026-06-302026-07-22

GRAB GRAB HOLDINGS LIMITED29.5K sharesnew addition2026-06-302026-07-22

SEPZ ELEVATION SERIES TRUST2.4K shares-64.79%2026-06-302026-07-22

SCHR SCHWAB STRATEGIC TR4.4K sharesnew addition2026-06-302026-07-22

Sponsored

SPIB SPDR SERIES TRUST3.2K sharesnew addition2026-06-302026-07-22

PNC PNC FINL SVCS GROUP INC430 shares975.00%2026-06-302026-07-22

MS MORGAN STANLEY503 shares-8.21%2026-06-302026-07-22

DGX QUEST DIAGNOSTICS INC491 shares0.00%2026-06-302026-07-22

ALL ALLSTATE CORP427 shares-0.23%2026-06-302026-07-22

SCEP STERLING CAP FDS4.0K shares2.90%2026-06-302026-07-22

IR INGERSOLL RAND INC1.2K shares-8.34%2026-06-302026-07-22

MAGA ETF SER SOLUTIONS1.7K shares0.00%2026-06-302026-07-22

Sponsored

TLT ISHARES TR1.1K shares12.94%2026-06-302026-07-22

PFXF VANECK ETF TRUST5.2K sharesnew addition2026-06-302026-07-22

FNDF SCHWAB STRATEGIC TR1.7K shares121.64%2026-06-302026-07-22

IWP ISHARES TR602 shares0.50%2026-06-302026-07-22

HD HOME DEPOT INC248 shares163.83%2026-06-302026-07-22

AMZN AMAZON COM INC363 shares-0.27%2026-06-302026-07-22

SCMC STERLING CAP FDS3.4K shares17.97%2026-06-302026-07-22

DECT AIM ETF PRODUCTS TRUST2.1K shares-0.94%2026-06-302026-07-22

Sponsored

MGK VANGUARD WORLD FD877 sharesnew addition2026-06-302026-07-22

MTUM ISHARES TR218 sharesnew addition2026-06-302026-07-22

JUNT AIM ETF PRODUCTS TRUST1.8K sharesnew addition2026-06-302026-07-22

SPMO INVESCO EXCH TRADED FD TR II421 shares-2.32%2026-06-302026-07-22

ZJUN INNOVATOR ETFS TRUST2.4K sharesnew addition2026-06-302026-07-22

SHW SHERWIN WILLIAMS CO190 shares-4.52%2026-06-302026-07-22

SHV ISHARES TR581 shares-47.75%2026-06-302026-07-22

NULG NUSHARES ETF TR528 sharesnew addition2026-06-302026-07-22

Sponsored

VNQ VANGUARD INDEX FDS589 shares272.78%2026-06-302026-07-22

FEBT AIM ETF PRODUCTS TRUST1.4K sharesnew addition2026-06-302026-07-22

ONEQ FIDELITY COMWLTH TR533 sharesnew addition2026-06-302026-07-22

HWM HOWMET AEROSPACE INC191 shares0.00%2026-06-302026-07-22

COF CAPITAL ONE FINL CORP255 shares0.39%2026-06-302026-07-22

PDP INVESCO EXCHANGE TRADED FD T336 sharesnew addition2026-06-302026-07-22

ZMAY INNOVATOR ETFS TRUST1.9K sharesnew addition2026-06-302026-07-22

FPX FIRST TR EXCHANGE-TRADED FD225 sharesnew addition2026-06-302026-07-22

Sponsored

TMO THERMO FISHER SCIENTIFIC INC89 shares2125.00%2026-06-302026-07-22

BA BOEING CO200 shares0.00%2026-06-302026-07-22

FE FIRSTENERGY CORP904 shares0.00%2026-06-302026-07-22

LTPZ PIMCO ETF TR828 shares171.48%2026-06-302026-07-22

DIS DISNEY WALT CO400 shares300.00%2026-06-302026-07-22

ITA ISHARES TR156 shares-9.30%2026-06-302026-07-22

ZROZ PIMCO ETF TR589 shares161.78%2026-06-302026-07-22

XLE SELECT SECTOR SPDR TR702 shares0.72%2026-06-302026-07-22

Sponsored

ISHARES TR ISHARES TR351 shares-65.52%2026-06-302026-07-22

IWF ISHARES TR272 shares300.00%2026-06-302026-07-22

MINT PIMCO ETF TR329 shares19.64%2026-06-302026-07-22

YUM YUM BRANDS INC207 shares0.00%2026-06-302026-07-22

GLD SPDR GOLD TR86 shares0.00%2026-06-302026-07-22

SPYG SPDR SERIES TRUST260 shares44.44%2026-06-302026-07-22

ITOT ISHARES TR187 shares0.00%2026-06-302026-07-22

PYLD PIMCO ETF TR1.1K shares19.81%2026-06-302026-07-22

Sponsored

PRMB PRIMO BRANDS CORPORATION1.2K shares0.00%2026-06-302026-07-22

NVDA NVIDIA CORPORATION143 shares-47.43%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS100 shares0.00%2026-06-302026-07-22

PEP PEPSICO INC207 shares0.00%2026-06-302026-07-22

EOG EOG RES INC213 shares1836.36%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC644 shares0.00%2026-06-302026-07-22

AIOO AIM ETF PRODUCTS TRUST1.0K shares-3.72%2026-06-302026-07-22

VTV VANGUARD INDEX FDS125 shares0.81%2026-06-302026-07-22

Sponsored

IJR ISHARES TR180 shares-82.40%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION140 shares-32.69%2026-06-302026-07-22

IXUS ISHARES TR274 shares1.11%2026-06-302026-07-22

XBIL RBB FD INC514 shares0.39%2026-06-302026-07-22

SPD SIMPLIFY EXCHANGE TRADED FUN614 shares-0.81%2026-06-302026-07-22

PPG PPG INDS INC204 shares0.00%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC21 shares-16.00%2026-06-302026-07-22

TSLA TESLA INC56 shares-1.75%2026-06-302026-07-22

Sponsored

DYNF BLACKROCK ETF TRUST342 shares9.62%2026-06-302026-07-22

ONEH ELEVATION SERIES TRUST937 shares4.34%2026-06-302026-07-22

CORO BLACKROCK ETF TRUST631 shares10.12%2026-06-302026-07-22

IJH ISHARES TR288 shares-23.61%2026-06-302026-07-22

VGIT VANGUARD SCOTTSDALE FDS376 shares-0.79%2026-06-302026-07-22

LOW LOWES COS INC100 shares0.00%2026-06-302026-07-22

ISHARES TR ISHARES TR226 shares-63.67%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T28 shares0.00%2026-06-302026-07-22

Sponsored

SPYC SIMPLIFY EXCHANGE TRADED FUN444 shares-1.99%2026-06-302026-07-22

SPLS PIMCO ETF TR362 shares-0.28%2026-06-302026-07-22

IVW ISHARES TR142 shares-7.79%2026-06-302026-07-22

BGIG ETF SER SOLUTIONS537 sharesnew addition2026-06-302026-07-22

CL COLGATE PALMOLIVE CO201 shares0.50%2026-06-302026-07-22

PAYH ELEVATION SERIES TRUST743 shares-54.08%2026-06-302026-07-22

WDIV SPDR INDEX SHS FDS229 shares2.69%2026-06-302026-07-22

FDN FIRST TR EXCHANGE-TRADED FD69 shares0.00%2026-06-302026-07-22

Sponsored

FGD FIRST TR EXCHANGE-TRADED FD566 shares1.62%2026-06-302026-07-22

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP105 sharesnew addition2026-06-302026-07-22

TYA SIMPLIFY EXCHANGE TRADED FUN1.4K shares87.30%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS47 shares0.00%2026-06-302026-07-22

BIV VANGUARD BD INDEX FDS223 shares0.00%2026-06-302026-07-22

VXF VANGUARD INDEX FDS64 shares0.00%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS304 shares0.00%2026-06-302026-07-22

IVE ISHARES TR67 shares-36.79%2026-06-302026-07-22

Sponsored

FBCG FIDELITY COVINGTON TRUST241 shares0.00%2026-06-302026-07-22

GOVT ISHARES TR643 shares56.83%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC123 shares-63.28%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS196 shares0.51%2026-06-302026-07-22

SPYV SPDR SERIES TRUST221 shares-15.97%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR68 shares0.00%2026-06-302026-07-22

MCD MCDONALDS CORP47 shares-41.25%2026-06-302026-07-22

BLACKROCK ETF TRUST BLACKROCK ETF TRUST445 sharesnew addition2026-06-302026-07-22

Sponsored

AOK ISHARES TR297 sharesnew addition2026-06-302026-07-22

SPSM SPDR SERIES TRUST210 shares900.00%2026-06-302026-07-22

XMMO INVESCO EXCHANGE TRADED FD T69 shares2.99%2026-06-302026-07-22

MGV VANGUARD WORLD FD68 sharesnew addition2026-06-302026-07-22

VGSH VANGUARD SCOTTSDALE FDS191 shares-4.98%2026-06-302026-07-22

GOOGL ALPHABET INC31 shares-8.82%2026-06-302026-07-22

NLR VANECK ETF TRUST95 shares0.00%2026-06-302026-07-22

VGLT VANGUARD SCOTTSDALE FDS199 shares-3.86%2026-06-302026-07-22

Sponsored

HYS PIMCO ETF TR117 shares20.62%2026-06-302026-07-22

AVSF AMERICAN CENTY ETF TR233 shares-99.66%2026-06-302026-07-22

IWM ISHARES TR36 shares-47.06%2026-06-302026-07-22

BAI BLACKROCK ETF TRUST203 shares-18.47%2026-06-302026-07-22

B BARRICK MNG CORP280 shares0.00%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F169 shares0.00%2026-06-302026-07-22

MUB ISHARES TR92 shares0.00%2026-06-302026-07-22

SCZ ISHARES TR120 shares-27.71%2026-06-302026-07-22

Sponsored

IHAK ISHARES TR153 shares0.00%2026-06-302026-07-22

COP CONOCOPHILLIPS86 shares0.00%2026-06-302026-07-22

FBOT FIDELITY COVINGTON TRUST209 shares0.00%2026-06-302026-07-22

WFC WELLS FARGO & CO100 shares0.00%2026-06-302026-07-22

FDCF FIDELITY COVINGTON TRUST165 shares0.00%2026-06-302026-07-22

ICVT ISHARES TR67 sharesnew addition2026-06-302026-07-22

QUAL ISHARES TR37 shares-88.79%2026-06-302026-07-22

EDIV SPDR INDEX SHS FDS187 shares2.75%2026-06-302026-07-22

Sponsored

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II150 sharesnew addition2026-06-302026-07-22

SNX TD SYNNEX CORPORATION28 shares-26.32%2026-06-302026-07-22

BOND PIMCO ETF TR81 sharesnew addition2026-06-302026-07-22

MBB ISHARES TR79 shares27.42%2026-06-302026-07-22

SLV ISHARES SILVER TR138 shares0.00%2026-06-302026-07-22

ADI ANALOG DEVICES INC18 shares-57.14%2026-06-302026-07-22

CWB SPDR SERIES TRUST66 sharesnew addition2026-06-302026-07-22

XLG INVESCO EXCHANGE TRADED FD T116 sharesnew addition2026-06-302026-07-22

Sponsored

LUV SOUTHWEST AIRLS CO135 shares0.00%2026-06-302026-07-22

QCOM QUALCOMM INC37 sharesnew addition2026-06-302026-07-22

VSS VANGUARD INTL EQUITY INDEX F44 shares0.00%2026-06-302026-07-22

KMB KIMBERLY-CLARK CORP62 sharesnew addition2026-06-302026-07-22

SPTL SPDR SERIES TRUST252 shares-69.12%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON26 shares-71.11%2026-06-302026-07-22

HPQ HP INC296 sharesnew addition2026-06-302026-07-22

SHLD GLOBAL X FDS108 shares35.00%2026-06-302026-07-22

Sponsored

FDFF FIDELITY COVINGTON TRUST195 shares0.52%2026-06-302026-07-22

AOA ISHARES TR63 shares23.53%2026-06-302026-07-22

IEF ISHARES TR65 shares0.00%2026-06-302026-07-22

INCY INCYTE CORP54 shares-5.26%2026-06-302026-07-22

GBIL GOLDMAN SACHS ETF TR61 sharesnew addition2026-06-302026-07-22

CI THE CIGNA GROUP22 sharesnew addition2026-06-302026-07-22

SNA SNAP ON INC15 shares0.00%2026-06-302026-07-22

VTIP VANGUARD MALVERN FDS119 shares0.00%2026-06-302026-07-22

Sponsored

CNA CNA FINL CORP122 shares0.00%2026-06-302026-07-22

ATO ATMOS ENERGY CORP33 shares-8.33%2026-06-302026-07-22

CRDT SIMPLIFY EXCHANGE TRADED FUN241 shares20.50%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS112 shares-3.45%2026-06-302026-07-22

CEFZ ELEVATION SERIES TRUST684 shares20.21%2026-06-302026-07-22

LONZ PIMCO ETF TR113 shares25.56%2026-06-302026-07-22

VRSN VERISIGN INC22 shares-4.35%2026-06-302026-07-22

FSSL FS SPECIALTY LENDING FD496 shares1.22%2026-06-302026-07-22

Sponsored

PRFD PIMCO ETF TR107 shares18.89%2026-06-302026-07-22

OCTW AIM ETF PRODUCTS TRUST134 shares-99.79%2026-06-302026-07-22

GSEP FIRST TR EXCHNG TRADED FD VI133 shares-99.81%2026-06-302026-07-22

FTI TECHNIPFMC PLC80 sharesnew addition2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR191 shares-46.65%2026-06-302026-07-22

XLSR SSGA ACTIVE TR81 shares5.19%2026-06-302026-07-22

SPTM SPDR SERIES TRUST57 shares78.13%2026-06-302026-07-22

ADOBE INC ADOBE INC25 sharesnew addition2026-06-302026-07-22

Sponsored

BG BUNGE GLOBAL SA48 sharesnew addition2026-06-302026-07-22

BLCR BLACKROCK ETF TRUST99 shares2.06%2026-06-302026-07-22

THRO BLACKROCK ETF TRUST115 shares-29.01%2026-06-302026-07-22

IBIT ISHARES BITCOIN TRUST ETF149 shares192.16%2026-06-302026-07-22

HE HAWAIIAN ELEC INDS INC MTN B360 shares0.00%2026-06-302026-07-22

XOP SPDR SERIES TRUST31 shares0.00%2026-06-302026-07-22

HEFA ISHARES TR97 shares-14.91%2026-06-302026-07-22

IWR ISHARES TR41 shares-16.33%2026-06-302026-07-22

Sponsored

USIG ISHARES TR87 shares85.11%2026-06-302026-07-22

BP BP PLC121 shares0.00%2026-06-302026-07-22

QBUL ELEVATION SERIES TRUST183 shares-67.61%2026-06-302026-07-22

UPS UNITED PARCEL SVCS INC41 sharesnew addition2026-06-302026-07-22

LUMENTUM HLDGS INC LUMENTUM HLDGS INC5 sharesnew addition2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS18 shares-79.31%2026-06-302026-07-22

PRU PRUDENTIAL FINL INC38 shares0.00%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC4 shares0.00%2026-06-302026-07-22

Sponsored

ES EVERSOURCE ENERGY55 sharesnew addition2026-06-302026-07-22

FELV FIDELITY COVINGTON TRUST99 shares1.02%2026-06-302026-07-22

ZOETIS INC ZOETIS INC54 sharesnew addition2026-06-302026-07-22

RPRX ROYALTY PHARMA PLC69 sharesnew addition2026-06-302026-07-22

IAU ISHARES GOLD TR51 shares0.00%2026-06-302026-07-22

PFGC PERFORMANCE FOOD GROUP CO34 shares-20.93%2026-06-302026-07-22

VOE VANGUARD INDEX FDS19 sharesnew addition2026-06-302026-07-22

VMBS VANGUARD SCOTTSDALE FDS80 shares40.35%2026-06-302026-07-22

Sponsored

EXEL EXELIXIS INC68 sharesnew addition2026-06-302026-07-22

VBR VANGUARD INDEX FDS15 sharesnew addition2026-06-302026-07-22

SCHP SCHWAB STRATEGIC TR135 shares-55.59%2026-06-302026-07-22

SSRM SSR MINING IN125 shares0.00%2026-06-302026-07-22

AVSC AMERICAN CENTY ETF TR45 shares-99.92%2026-06-302026-07-22

SIXJ AIM ETF PRODUCTS TRUST91 shares0.00%2026-06-302026-07-22

AA ALCOA CORP63 shares0.00%2026-06-302026-07-22

AVEM AMERICAN CENTY ETF TR33 shares0.00%2026-06-302026-07-22

Sponsored

FENI FIDELITY COVINGTON TRUST79 shares1.28%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-06-302026-07-22

CVX CHEVRON CORPORATION18 shares500.00%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS36 shares0.00%2026-06-302026-07-22

INTC INTEL CORP21 shares0.00%2026-06-302026-07-22

VFLO VICTORY PORTFOLIOS II64 shares0.00%2026-06-302026-07-22

NKE NIKE INC70 shares483.33%2026-06-302026-07-22

VOT VANGUARD INDEX FDS9 sharesnew addition2026-06-302026-07-22

Sponsored

SPEM SPDR INDEX SHS FDS53 shares8.16%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS17 shares0.00%2026-06-302026-07-22

LDUR PIMCO ETF TR27 shares0.00%2026-06-302026-07-22

TMSL T ROWE PRICE EXCHANGE-TRADED53 shares0.00%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC4 shares-69.23%2026-06-302026-07-22

DIV GLOBAL X FDS118 shares0.00%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR70 shares1.45%2026-06-302026-07-22

ICLO INVESCO ACTIVELY MANAGED EXC84 shares0.00%2026-06-302026-07-22

Sponsored

HYMB SPDR SERIES TRUST83 shares0.00%2026-06-302026-07-22

C CITIGROUP INC15 shares0.00%2026-06-302026-07-22

PPTA PERPETUA RESOURCES CORP100 shares0.00%2026-06-302026-07-22

WORLD GOLD TR WORLD GOLD TR26 shares23.81%2026-06-302026-07-22

MRK MERCK & CO INC16 shares166.67%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO6 shares-88.46%2026-06-302026-07-22

VBK VANGUARD INDEX FDS5 sharesnew addition2026-06-302026-07-22

VTRS VIATRIS INC114 shares0.00%2026-06-302026-07-22

Sponsored

SFD SMITHFIELD FOODS INC74 shares0.00%2026-06-302026-07-22

ROE EA SERIES TRUST41 shares0.00%2026-06-302026-07-22

JBHT HUNT J B TRANS SVCS INC6 shares0.00%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4 shares0.00%2026-06-302026-07-22

TJX TJX COS INC NEW11 shares-86.90%2026-06-302026-07-22

USMV ISHARES TR17 shares30.77%2026-06-302026-07-22

S&P GLOBAL INC S&P GLOBAL INC4 shares0.00%2026-06-302026-07-22

HTRB HARTFORD FDS EXCHANGE TRADED48 shares0.00%2026-06-302026-07-22

Sponsored

CSX CSX CORP34 shares0.00%2026-06-302026-07-22

IEX IDEX CORP7 shares0.00%2026-06-302026-07-22

EFA ISHARES TR15 shares0.00%2026-06-302026-07-22

CLOI VANECK ETF TRUST29 shares0.00%2026-06-302026-07-22

AFL AFLAC INC13 shares0.00%2026-06-302026-07-22

ABBVIE INC ABBVIE INC6 shares-89.29%2026-06-302026-07-22

EXC EXELON CORP32 shares0.00%2026-06-302026-07-22

NBOS NEUBERGER BERMAN ETF TRUST51 shares0.00%2026-06-302026-07-22

Sponsored

JULW AIM ETF PRODUCTS TRUST35 shares-98.85%2026-06-302026-07-22

NETFLIX INC. NETFLIX INC.20 shares0.00%2026-06-302026-07-22

BWA BORGWARNER INC21 shares0.00%2026-06-302026-07-22

SIXZ AIM ETF PRODUCTS TRUST44 shares-94.51%2026-06-302026-07-22

TROW PRICE T ROWE GROUP INC12 shares-76.47%2026-06-302026-07-22

VISA INC VISA INC4 shares0.00%2026-06-302026-07-22

ICE INTERCONTINENTAL EXCHANGE IN11 shares0.00%2026-06-302026-07-22

SCHM SCHWAB STRATEGIC TR36 shares0.00%2026-06-302026-07-22

Sponsored

SCHB SCHWAB STRATEGIC TR45 shares0.00%2026-06-302026-07-22

REGN REGENERON PHARMACEUTICALS2 shares0.00%2026-06-302026-07-22

PFE PFIZER INC51 shares264.29%2026-06-302026-07-22

TXN TEXAS INSTRS INC4 shares-94.74%2026-06-302026-07-22

PG PROCTER & GAMBLE CO8 shares0.00%2026-06-302026-07-22

TPR TAPESTRY INC8 shares0.00%2026-06-302026-07-22

ANGL VANECK ETF TRUST40 shares0.00%2026-06-302026-07-22

CERY SPDR SERIES TRUST34 shares17.24%2026-06-302026-07-22

Sponsored

WRB BERKLEY W R CORP16 sharesnew addition2026-06-302026-07-22

ITW ILLINOIS TOOL WKS INC4 shares-20.00%2026-06-302026-07-22

TTC TORO CO11 sharesnew addition2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T5 sharesnew addition2026-06-302026-07-22

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC24 shares0.00%2026-06-302026-07-22

NI NISOURCE INC22 shares-15.38%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2 shares0.00%2026-06-302026-07-22

LQD ISHARES TR9 shares0.00%2026-06-302026-07-22

Sponsored

CARY ANGEL OAK FUNDS TRUST47 shares0.00%2026-06-302026-07-22

WMB WILLIAMS COS INC13 sharesnew addition2026-06-302026-07-22

MTB M & T BK CORP4 shares-20.00%2026-06-302026-07-22

SPMD SPDR SERIES TRUST14 shares0.00%2026-06-302026-07-22

COR CENCORA INC3 shares0.00%2026-06-302026-07-22

NFG NATIONAL FUEL GAS CO11 sharesnew addition2026-06-302026-07-22

IVLU ISHARES TR19 shares0.00%2026-06-302026-07-22

PTC PTC INC7 sharesnew addition2026-06-302026-07-22

Sponsored

USB US BANCORP13 shares0.00%2026-06-302026-07-22

ADSK AUTODESK INC4 shares-60.00%2026-06-302026-07-22

FBTC FIDELITY WISE ORIGIN BITCOIN15 shares0.00%2026-06-302026-07-22

SPAB SPDR SERIES TRUST29 shares38.10%2026-06-302026-07-22

SCHC SCHWAB STRATEGIC TR15 shares-98.20%2026-06-302026-07-22

TRMB TRIMBLE INC14 shares0.00%2026-06-302026-07-22

FLRN SPDR SERIES TRUST22 shares-60.00%2026-06-302026-07-22

CTSH COGNIZANT TECHNOLOGY SOLUTIO17 shares-76.39%2026-06-302026-07-22

Sponsored

SOUN SOUNDHOUND AI INC100 sharesnew addition2026-06-302026-07-22

DBMF LITMAN GREGORY FDS TR21 shares0.00%2026-06-302026-07-22

NG NOVAGOLD RESOURCES INC100 shares0.00%2026-06-302026-07-22

GEM GOLDMAN SACHS ETF TR11 shares0.00%2026-06-302026-07-22

PHM PULTE GROUP INC4 shares0.00%2026-06-302026-07-22

GWX SPDR INDEX SHS FDS12 shares33.33%2026-06-302026-07-22

SNOWFLAKE INC SNOWFLAKE INC2 shares0.00%2026-06-302026-07-22

GXRP GRAYSCALE XRP TR ETF24 shares0.00%2026-06-302026-07-22

Sponsored

VST VISTRA CORP3 shares0.00%2026-06-302026-07-22

REET ISHARES TR17 shares30.77%2026-06-302026-07-22

CRM SALESFORCE INC3 shares0.00%2026-06-302026-07-22

VIGI VANGUARD WHITEHALL FDS5 shares0.00%2026-06-302026-07-22

JAAA JANUS DETROIT STR TR9 shares0.00%2026-06-302026-07-22

HONEYWELL INTL INC HONEYWELL INTL INC2 sharesnew addition2026-06-302026-07-22

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2 sharesnew addition2026-06-302026-07-22

UBER UBER TECHNOLOGIES INC6 shares0.00%2026-06-302026-07-22

Sponsored

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC3 shares0.00%2026-06-302026-07-22

T AT&T INC19 shares0.00%2026-06-302026-07-22

PCY INVESCO EXCH TRADED FD TR II16 shares0.00%2026-06-302026-07-22

VB VANGUARD INDEX FDS1 shares0.00%2026-06-302026-07-22

EMGF ISHARES INC4 shares0.00%2026-06-302026-07-22

JNK SPDR SERIES TRUST3 sharesnew addition2026-06-302026-07-22

SCHH SCHWAB STRATEGIC TR11 shares-42.11%2026-06-302026-07-22

TFI SPDR SERIES TRUST5 shares0.00%2026-06-302026-07-22

Sponsored

RWR SPDR SERIES TRUST2 sharesnew addition2026-06-302026-07-22

SLYV SPDR SERIES TRUST2 shares0.00%2026-06-302026-07-22

SPUC SIMPLIFY EXCHANGE TRADED FUN4 shares-98.90%2026-06-302026-07-22

EFAV ISHARES TR2 shares0.00%2026-06-302026-07-22

FDLO FIDELITY COVINGTON TRUST2 shares0.00%2026-06-302026-07-22

IJK ISHARES TR1 shares0.00%2026-06-302026-07-22

RGR STURM RUGER & CO INC3 shares0.00%2026-06-302026-07-22

XLY SELECT SECTOR SPDR TR1 sharesnew addition2026-06-302026-07-22

Sponsored

AI C3 AI INC7 shares0.00%2026-06-302026-07-22

RSPT INVESCO EXCHANGE TRADED FD T1 sharesnew addition2026-06-302026-07-22

XLP SELECT SECTOR SPDR TRN/A sharesnew addition2026-06-302026-07-22

CLF CLEVELAND-CLIFFS INC NEW1 shares0.00%2026-06-302026-07-22

AUTONOMIX MED INC AUTONOMIX MED INC1 sharesnew addition2026-06-302026-07-22

XLC SELECT SECTOR SPDR TRN/A sharesnew addition2026-06-302026-07-22

CLNE CLEAN ENERGY FUELS CORP2 shares0.00%2026-06-302026-07-22

AVLC

AMERICAN CENTY ETF TR

6.88%

Shares259.4K

Event2026-06-30

Filed2026-07-22

AVMC

AMERICAN CENTY ETF TR

6.19%

Shares189.3K

Event2026-06-30

Filed2026-07-22

AVIG

AMERICAN CENTY ETF TR

14.34%

Shares303.8K

Event2026-06-30

Filed2026-07-22

AVLV

AMERICAN CENTY ETF TR

14.10%

Shares114.9K

Event2026-06-30

Filed2026-07-22

QGRO

AMERICAN CENTY ETF TR

4.29%

Shares80.0K

Event2026-06-30

Filed2026-07-22

FLV

AMERICAN CENTY ETF TR

7.96%

Shares108.2K

Event2026-06-30

Filed2026-07-22

AVDE

AMERICAN CENTY ETF TR

49.34%

Shares65.7K

Event2026-06-30

Filed2026-07-22

FDG

AMERICAN CENTY ETF TR

2.33%

Shares39.2K

Event2026-06-30

Filed2026-07-22

AVXC

AMERICAN CENTY ETF TR

66.49%

Shares58.2K

Event2026-06-30

Filed2026-07-22

QINT

AMERICAN CENTY ETF TR

25.42%

Shares61.4K

Event2026-06-30

Filed2026-07-22

MAYW

AIM ETF PRODUCTS TRUST

New

Shares114.4K

Event2026-06-30

Filed2026-07-22

SDSI

AMERICAN CENTY ETF TR

New

Shares74.5K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

0.54%

Shares5.5K

Event2026-06-30

Filed2026-07-22

AVRE

AMERICAN CENTY ETF TR

15.41%

Shares79.1K

Event2026-06-30

Filed2026-07-22

KORP

AMERICAN CENTY ETF TR

13.40%

Shares76.8K

Event2026-06-30

Filed2026-07-22

SCNM

STERLING CAP FDS

3.56%

Shares119.1K

Event2026-06-30

Filed2026-07-22

JUNW

AIM ETF PRODUCTS TRUST

New

Shares76.9K

Event2026-06-30

Filed2026-07-22

AVDV

AMERICAN CENTY ETF TR

26.31%

Shares25.0K

Event2026-06-30

Filed2026-07-22

AHYB

AMERICAN CENTY ETF TR

12.09%

Shares54.9K

Event2026-06-30

Filed2026-07-22

JANW

AIM ETF PRODUCTS TRUST

3.82%

Shares64.4K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

New

Shares18.2K

Event2026-06-30

Filed2026-07-22

GMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares50.5K

Event2026-06-30

Filed2026-07-22

FEBW

AIM ETF PRODUCTS TRUST

New

Shares60.5K

Event2026-06-30

Filed2026-07-22

ONEZ

ELEVATION SERIES TRUST

303.39%

Shares76.3K

Event2026-06-30

Filed2026-07-22

SBAR

SIMPLIFY EXCHANGE TRADED FUN

11.47%

Shares77.7K

Event2026-06-30

Filed2026-07-22

DECW

AIM ETF PRODUCTS TRUST

3.56%

Shares55.1K

Event2026-06-30

Filed2026-07-22

BILZ

PIMCO ETF TR

151.65%

Shares15.4K

Event2026-06-30

Filed2026-07-22

ACSG

AMERICAN CENTY ETF TR

New

Shares25.7K

Event2026-06-30

Filed2026-07-22

BUCK

SIMPLIFY EXCHANGE TRADED FUN

4.15%

Shares52.6K

Event2026-06-30

Filed2026-07-22

AVMV

AMERICAN CENTY ETF TR

New

Shares14.1K

Event2026-06-30

Filed2026-07-22

CTA

SIMPLIFY EXCHANGE TRADED FUN

2.02%

Shares41.4K

Event2026-06-30

Filed2026-07-22

AGGH

SIMPLIFY EXCHANGE TRADED FUN

17.36%

Shares49.3K

Event2026-06-30

Filed2026-07-22

SIXD

AIM ETF PRODUCTS TRUST

New

Shares31.5K

Event2026-06-30

Filed2026-07-22

FOXY

SIMPLIFY EXCHANGE TRADED FUN

5.33%

Shares31.7K

Event2026-06-30

Filed2026-07-22

IWY

ISHARES TR

-4.62%

Shares3.1K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-4.82%

Shares9.5K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

48684.21%

Shares9.3K

Event2026-06-30

Filed2026-07-22

SVOL

SIMPLIFY EXCHANGE TRADED FUN

13.40%

Shares41.0K

Event2026-06-30

Filed2026-07-22

QBER

ELEVATION SERIES TRUST

12.10%

Shares26.1K

Event2026-06-30

Filed2026-07-22

IDEV

ISHARES TR

-4.67%

Shares6.9K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

New

Shares17.6K

Event2026-06-30

Filed2026-07-22

IWX

ISHARES TR

-3.44%

Shares5.6K

Event2026-06-30

Filed2026-07-22

AVIV

AMERICAN CENTY ETF TR

New

Shares7.6K

Event2026-06-30

Filed2026-07-22

AGEM

ABRDN FDS

-1.69%

Shares11.9K

Event2026-06-30

Filed2026-07-22

ARTY

ISHARES TR

New

Shares6.7K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB STRATEGIC TR

2400.00%

Shares16.5K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

-8.38%

Shares4.4K

Event2026-06-30

Filed2026-07-22

BANK OF NY MELLON CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

GAEM

SIMPLIFY EXCHANGE TRADED FUN

2.36%

Shares11.4K

Event2026-06-30

Filed2026-07-22

PAYM

ELEVATION SERIES TRUST

12.03%

Shares11.8K

Event2026-06-30

Filed2026-07-22

ATI INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

-3.43%

Shares3.7K

Event2026-06-30

Filed2026-07-22

IWS

ISHARES TR

-11.06%

Shares1.6K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

-4.49%

Shares2.1K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

0.00%

Shares202

Event2026-06-30

Filed2026-07-22

SCEC

CAPITOL SER TR

2.63%

Shares9.4K

Event2026-06-30

Filed2026-07-22

MAYT

AIM ETF PRODUCTS TRUST

New

Shares5.7K

Event2026-06-30

Filed2026-07-22

TUA

SIMPLIFY EXCHANGE TRADED FUN

15.20%

Shares10.1K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

552.94%

Shares333

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-2.00%

Shares245

Event2026-06-30

Filed2026-07-22

ABCL

ABCELLERA BIOLOGICS INC

New

Shares22.5K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-69.64%

Shares449

Event2026-06-30

Filed2026-07-22

VANGUARD SCOTTSDALE FDS

-4.05%

Shares1.3K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-22.10%

Shares208

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-0.37%

Shares537

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES INC

833.33%

Shares1.2K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

322.62%

Shares355

Event2026-06-30

Filed2026-07-22

AIQ

GLOBAL X FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

IAUM

ISHARES GOLD TRUST MICRO

-28.46%

Shares2.8K

Event2026-06-30

Filed2026-07-22

GRAB

GRAB HOLDINGS LIMITED

New

Shares29.5K

Event2026-06-30

Filed2026-07-22

SEPZ

ELEVATION SERIES TRUST

-64.79%

Shares2.4K

Event2026-06-30

Filed2026-07-22

SCHR

SCHWAB STRATEGIC TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-22

SPIB

SPDR SERIES TRUST

New

Shares3.2K

Event2026-06-30

Filed2026-07-22

PNC

PNC FINL SVCS GROUP INC

975.00%

Shares430

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

-8.21%

Shares503

Event2026-06-30

Filed2026-07-22

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares491

Event2026-06-30

Filed2026-07-22

ALL

ALLSTATE CORP

-0.23%

Shares427

Event2026-06-30

Filed2026-07-22

SCEP

STERLING CAP FDS

2.90%

Shares4.0K

Event2026-06-30

Filed2026-07-22

INGERSOLL RAND INC

-8.34%

Shares1.2K

Event2026-06-30

Filed2026-07-22

MAGA

ETF SER SOLUTIONS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

TLT

ISHARES TR

12.94%

Shares1.1K

Event2026-06-30

Filed2026-07-22

PFXF

VANECK ETF TRUST

New

Shares5.2K

Event2026-06-30

Filed2026-07-22

FNDF

SCHWAB STRATEGIC TR

121.64%

Shares1.7K

Event2026-06-30

Filed2026-07-22

IWP

ISHARES TR

0.50%

Shares602

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

163.83%

Shares248

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

-0.27%

Shares363

Event2026-06-30

Filed2026-07-22

SCMC

STERLING CAP FDS

17.97%

Shares3.4K

Event2026-06-30

Filed2026-07-22

DECT

AIM ETF PRODUCTS TRUST

-0.94%

Shares2.1K

Event2026-06-30

Filed2026-07-22

MGK

VANGUARD WORLD FD

New

Shares877

Event2026-06-30

Filed2026-07-22

MTUM

ISHARES TR

New

Shares218

Event2026-06-30

Filed2026-07-22

JUNT

AIM ETF PRODUCTS TRUST

New

Shares1.8K

Event2026-06-30

Filed2026-07-22

SPMO

INVESCO EXCH TRADED FD TR II

-2.32%

Shares421

Event2026-06-30

Filed2026-07-22

ZJUN

INNOVATOR ETFS TRUST

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

SHW

SHERWIN WILLIAMS CO

-4.52%

Shares190

Event2026-06-30

Filed2026-07-22

SHV

ISHARES TR

-47.75%

Shares581

Event2026-06-30

Filed2026-07-22

NULG

NUSHARES ETF TR

New

Shares528

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

272.78%

Shares589

Event2026-06-30

Filed2026-07-22

FEBT

AIM ETF PRODUCTS TRUST

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

ONEQ

FIDELITY COMWLTH TR

New

Shares533

Event2026-06-30

Filed2026-07-22

HWM

HOWMET AEROSPACE INC

0.00%

Shares191

Event2026-06-30

Filed2026-07-22

COF

CAPITAL ONE FINL CORP

0.39%

Shares255

Event2026-06-30

Filed2026-07-22

PDP

INVESCO EXCHANGE TRADED FD T

New

Shares336

Event2026-06-30

Filed2026-07-22

ZMAY

INNOVATOR ETFS TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-07-22

FPX

FIRST TR EXCHANGE-TRADED FD

New

Shares225

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER SCIENTIFIC INC

2125.00%

Shares89

Event2026-06-30

Filed2026-07-22

BOEING CO

0.00%

Shares200

Event2026-06-30

Filed2026-07-22

FIRSTENERGY CORP

0.00%

Shares904

Event2026-06-30

Filed2026-07-22

LTPZ

PIMCO ETF TR

171.48%

Shares828

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

300.00%

Shares400

Event2026-06-30

Filed2026-07-22

ITA

ISHARES TR

-9.30%

Shares156

Event2026-06-30

Filed2026-07-22

ZROZ

PIMCO ETF TR

161.78%

Shares589

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

0.72%

Shares702

Event2026-06-30

Filed2026-07-22

ISHARES TR

-65.52%

Shares351

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

300.00%

Shares272

Event2026-06-30

Filed2026-07-22

MINT

PIMCO ETF TR

19.64%

Shares329

Event2026-06-30

Filed2026-07-22

YUM

YUM BRANDS INC

0.00%

Shares207

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

0.00%

Shares86

Event2026-06-30

Filed2026-07-22

SPYG

SPDR SERIES TRUST

44.44%

Shares260

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

0.00%

Shares187

Event2026-06-30

Filed2026-07-22

PYLD

PIMCO ETF TR

19.81%

Shares1.1K

Event2026-06-30

Filed2026-07-22

PRMB

PRIMO BRANDS CORPORATION

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-47.43%

Shares143

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares100

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

0.00%

Shares207

Event2026-06-30

Filed2026-07-22

EOG

EOG RES INC

1836.36%

Shares213

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

0.00%

Shares644

Event2026-06-30

Filed2026-07-22

AIOO

AIM ETF PRODUCTS TRUST

-3.72%

Shares1.0K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

0.81%

Shares125

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-82.40%

Shares180

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

-32.69%

Shares140

Event2026-06-30

Filed2026-07-22

IXUS

ISHARES TR

1.11%

Shares274

Event2026-06-30

Filed2026-07-22

XBIL

RBB FD INC

0.39%

Shares514

Event2026-06-30

Filed2026-07-22

SPD

SIMPLIFY EXCHANGE TRADED FUN

-0.81%

Shares614

Event2026-06-30

Filed2026-07-22

PPG

PPG INDS INC

0.00%

Shares204

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

-16.00%

Shares21

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-1.75%

Shares56

Event2026-06-30

Filed2026-07-22

DYNF

BLACKROCK ETF TRUST

9.62%

Shares342

Event2026-06-30

Filed2026-07-22

ONEH

ELEVATION SERIES TRUST

4.34%

Shares937

Event2026-06-30

Filed2026-07-22

CORO

BLACKROCK ETF TRUST

10.12%

Shares631

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

-23.61%

Shares288

Event2026-06-30

Filed2026-07-22

VGIT

VANGUARD SCOTTSDALE FDS

-0.79%

Shares376

Event2026-06-30

Filed2026-07-22

LOW

LOWES COS INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-22

ISHARES TR

-63.67%

Shares226

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

0.00%

Shares28

Event2026-06-30

Filed2026-07-22

SPYC

SIMPLIFY EXCHANGE TRADED FUN

-1.99%

Shares444

Event2026-06-30

Filed2026-07-22

SPLS

PIMCO ETF TR

-0.28%

Shares362

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

-7.79%

Shares142

Event2026-06-30

Filed2026-07-22

BGIG

ETF SER SOLUTIONS

New

Shares537

Event2026-06-30

Filed2026-07-22

COLGATE PALMOLIVE CO

0.50%

Shares201

Event2026-06-30

Filed2026-07-22

PAYH

ELEVATION SERIES TRUST

-54.08%

Shares743

Event2026-06-30

Filed2026-07-22

WDIV

SPDR INDEX SHS FDS

2.69%

Shares229

Event2026-06-30

Filed2026-07-22

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares69

Event2026-06-30

Filed2026-07-22

FGD

FIRST TR EXCHANGE-TRADED FD

1.62%

Shares566

Event2026-06-30

Filed2026-07-22

SPACE EXPLORATION TECHN CORP

New

Shares105

Event2026-06-30

Filed2026-07-22

TYA

SIMPLIFY EXCHANGE TRADED FUN

87.30%

Shares1.4K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.00%

Shares47

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD BD INDEX FDS

0.00%

Shares223

Event2026-06-30

Filed2026-07-22

VXF

VANGUARD INDEX FDS

0.00%

Shares64

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

0.00%

Shares304

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

-36.79%

Shares67

Event2026-06-30

Filed2026-07-22

FBCG

FIDELITY COVINGTON TRUST

0.00%

Shares241

Event2026-06-30

Filed2026-07-22

GOVT

ISHARES TR

56.83%

Shares643

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

-63.28%

Shares123

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.51%

Shares196

Event2026-06-30

Filed2026-07-22

SPYV

SPDR SERIES TRUST

-15.97%

Shares221

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

0.00%

Shares68

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

-41.25%

Shares47

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST

New

Shares445

Event2026-06-30

Filed2026-07-22

AOK

ISHARES TR

New

Shares297

Event2026-06-30

Filed2026-07-22

SPSM

SPDR SERIES TRUST

900.00%

Shares210

Event2026-06-30

Filed2026-07-22

XMMO

INVESCO EXCHANGE TRADED FD T

2.99%

Shares69

Event2026-06-30

Filed2026-07-22

MGV

VANGUARD WORLD FD

New

Shares68

Event2026-06-30

Filed2026-07-22

VGSH

VANGUARD SCOTTSDALE FDS

-4.98%

Shares191

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-8.82%

Shares31

Event2026-06-30

Filed2026-07-22

NLR

VANECK ETF TRUST

0.00%

Shares95

Event2026-06-30

Filed2026-07-22

VGLT

VANGUARD SCOTTSDALE FDS

-3.86%

Shares199

Event2026-06-30

Filed2026-07-22

HYS

PIMCO ETF TR

20.62%

Shares117

Event2026-06-30

Filed2026-07-22

AVSF

AMERICAN CENTY ETF TR

-99.66%

Shares233

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

-47.06%

Shares36

Event2026-06-30

Filed2026-07-22

BAI

BLACKROCK ETF TRUST

-18.47%

Shares203

Event2026-06-30

Filed2026-07-22

BARRICK MNG CORP

0.00%

Shares280

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares169

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

0.00%

Shares92

Event2026-06-30

Filed2026-07-22

SCZ

ISHARES TR

-27.71%

Shares120

Event2026-06-30

Filed2026-07-22

IHAK

ISHARES TR

0.00%

Shares153

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

0.00%

Shares86

Event2026-06-30

Filed2026-07-22

FBOT

FIDELITY COVINGTON TRUST

0.00%

Shares209

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO & CO

0.00%

Shares100

Event2026-06-30

Filed2026-07-22

FDCF

FIDELITY COVINGTON TRUST

0.00%

Shares165

Event2026-06-30

Filed2026-07-22

ICVT

ISHARES TR

New

Shares67

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES TR

-88.79%

Shares37

Event2026-06-30

Filed2026-07-22

EDIV

SPDR INDEX SHS FDS

2.75%

Shares187

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST II

New

Shares150

Event2026-06-30

Filed2026-07-22

SNX

TD SYNNEX CORPORATION

-26.32%

Shares28

Event2026-06-30

Filed2026-07-22

BOND

PIMCO ETF TR

New

Shares81

Event2026-06-30

Filed2026-07-22

MBB

ISHARES TR

27.42%

Shares79

Event2026-06-30

Filed2026-07-22

SLV

ISHARES SILVER TR

0.00%

Shares138

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

-57.14%

Shares18

Event2026-06-30

Filed2026-07-22

CWB

SPDR SERIES TRUST

New

Shares66

Event2026-06-30

Filed2026-07-22

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares116

Event2026-06-30

Filed2026-07-22

LUV

SOUTHWEST AIRLS CO

0.00%

Shares135

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

New

Shares37

Event2026-06-30

Filed2026-07-22

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares44

Event2026-06-30

Filed2026-07-22

KMB

KIMBERLY-CLARK CORP

New

Shares62

Event2026-06-30

Filed2026-07-22

SPTL

SPDR SERIES TRUST

-69.12%

Shares252

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-71.11%

Shares26

Event2026-06-30

Filed2026-07-22

HPQ

HP INC

New

Shares296

Event2026-06-30

Filed2026-07-22

SHLD

GLOBAL X FDS

35.00%

Shares108

Event2026-06-30

Filed2026-07-22

FDFF

FIDELITY COVINGTON TRUST

0.52%

Shares195

Event2026-06-30

Filed2026-07-22

AOA

ISHARES TR

23.53%

Shares63

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

0.00%

Shares65

Event2026-06-30

Filed2026-07-22

INCY

INCYTE CORP

-5.26%

Shares54

Event2026-06-30

Filed2026-07-22

GBIL

GOLDMAN SACHS ETF TR

New

Shares61

Event2026-06-30

Filed2026-07-22

THE CIGNA GROUP

New

Shares22

Event2026-06-30

Filed2026-07-22

SNA

SNAP ON INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-22

VTIP

VANGUARD MALVERN FDS

0.00%

Shares119

Event2026-06-30

Filed2026-07-22

CNA

CNA FINL CORP

0.00%

Shares122

Event2026-06-30

Filed2026-07-22

ATO

ATMOS ENERGY CORP

-8.33%

Shares33

Event2026-06-30

Filed2026-07-22

CRDT

SIMPLIFY EXCHANGE TRADED FUN

20.50%

Shares241

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

-3.45%

Shares112

Event2026-06-30

Filed2026-07-22

CEFZ

ELEVATION SERIES TRUST

20.21%

Shares684

Event2026-06-30

Filed2026-07-22

LONZ

PIMCO ETF TR

25.56%

Shares113

Event2026-06-30

Filed2026-07-22

VRSN

VERISIGN INC

-4.35%

Shares22

Event2026-06-30

Filed2026-07-22

FSSL

FS SPECIALTY LENDING FD

1.22%

Shares496

Event2026-06-30

Filed2026-07-22

PRFD

PIMCO ETF TR

18.89%

Shares107

Event2026-06-30

Filed2026-07-22

OCTW

AIM ETF PRODUCTS TRUST

-99.79%

Shares134

Event2026-06-30

Filed2026-07-22

GSEP

FIRST TR EXCHNG TRADED FD VI

-99.81%

Shares133

Event2026-06-30

Filed2026-07-22

FTI

TECHNIPFMC PLC

New

Shares80

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

-46.65%

Shares191

Event2026-06-30

Filed2026-07-22

XLSR

SSGA ACTIVE TR

5.19%

Shares81

Event2026-06-30

Filed2026-07-22

SPTM

SPDR SERIES TRUST

78.13%

Shares57

Event2026-06-30

Filed2026-07-22

ADOBE INC

New

Shares25

Event2026-06-30

Filed2026-07-22

BUNGE GLOBAL SA

New

Shares48

Event2026-06-30

Filed2026-07-22

BLCR

BLACKROCK ETF TRUST

2.06%

Shares99

Event2026-06-30

Filed2026-07-22

THRO

BLACKROCK ETF TRUST

-29.01%

Shares115

Event2026-06-30

Filed2026-07-22

IBIT

ISHARES BITCOIN TRUST ETF

192.16%

Shares149

Event2026-06-30

Filed2026-07-22

HAWAIIAN ELEC INDS INC MTN B

0.00%

Shares360

Event2026-06-30

Filed2026-07-22

XOP

SPDR SERIES TRUST

0.00%

Shares31

Event2026-06-30

Filed2026-07-22

HEFA

ISHARES TR

-14.91%

Shares97

Event2026-06-30

Filed2026-07-22

IWR

ISHARES TR

-16.33%

Shares41

Event2026-06-30

Filed2026-07-22

USIG

ISHARES TR

85.11%

Shares87

Event2026-06-30

Filed2026-07-22

BP PLC

0.00%

Shares121

Event2026-06-30

Filed2026-07-22

QBUL

ELEVATION SERIES TRUST

-67.61%

Shares183

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL SVCS INC

New

Shares41

Event2026-06-30

Filed2026-07-22

LUMENTUM HLDGS INC

New

Shares5

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

-79.31%

Shares18

Event2026-06-30

Filed2026-07-22

PRU

PRUDENTIAL FINL INC

0.00%

Shares38

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-22

EVERSOURCE ENERGY

New

Shares55

Event2026-06-30

Filed2026-07-22

FELV

FIDELITY COVINGTON TRUST

1.02%

Shares99

Event2026-06-30

Filed2026-07-22

ZOETIS INC

New

Shares54

Event2026-06-30

Filed2026-07-22

RPRX

ROYALTY PHARMA PLC

New

Shares69

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD TR

0.00%

Shares51

Event2026-06-30

Filed2026-07-22

PFGC

PERFORMANCE FOOD GROUP CO

-20.93%

Shares34

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

New

Shares19

Event2026-06-30

Filed2026-07-22

VMBS

VANGUARD SCOTTSDALE FDS

40.35%

Shares80

Event2026-06-30

Filed2026-07-22

EXEL

EXELIXIS INC

New

Shares68

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

New

Shares15

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB STRATEGIC TR

-55.59%

Shares135

Event2026-06-30

Filed2026-07-22

SSRM

SSR MINING IN

0.00%

Shares125

Event2026-06-30

Filed2026-07-22

AVSC

AMERICAN CENTY ETF TR

-99.92%

Shares45

Event2026-06-30

Filed2026-07-22

SIXJ

AIM ETF PRODUCTS TRUST

0.00%

Shares91

Event2026-06-30

Filed2026-07-22

ALCOA CORP

0.00%

Shares63

Event2026-06-30

Filed2026-07-22

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares33

Event2026-06-30

Filed2026-07-22

FENI

FIDELITY COVINGTON TRUST

1.28%

Shares79

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

500.00%

Shares18

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares36

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

0.00%

Shares21

Event2026-06-30

Filed2026-07-22

VFLO

VICTORY PORTFOLIOS II

0.00%

Shares64

Event2026-06-30

Filed2026-07-22

NKE

NIKE INC

483.33%

Shares70

Event2026-06-30

Filed2026-07-22

VOT

VANGUARD INDEX FDS

New

Shares9

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

8.16%

Shares53

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares17

Event2026-06-30

Filed2026-07-22

LDUR

PIMCO ETF TR

0.00%

Shares27

Event2026-06-30

Filed2026-07-22

TMSL

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares53

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-69.23%

Shares4

Event2026-06-30

Filed2026-07-22

DIV

GLOBAL X FDS

0.00%

Shares118

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

1.45%

Shares70

Event2026-06-30

Filed2026-07-22

ICLO

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares84

Event2026-06-30

Filed2026-07-22

HYMB

SPDR SERIES TRUST

0.00%

Shares83

Event2026-06-30

Filed2026-07-22

CITIGROUP INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-22

PPTA

PERPETUA RESOURCES CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-22

WORLD GOLD TR

23.81%

Shares26

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

166.67%

Shares16

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-88.46%

Shares6

Event2026-06-30

Filed2026-07-22

VBK

VANGUARD INDEX FDS

New

Shares5

Event2026-06-30

Filed2026-07-22

VTRS

VIATRIS INC

0.00%

Shares114

Event2026-06-30

Filed2026-07-22

SFD

SMITHFIELD FOODS INC

0.00%

Shares74

Event2026-06-30

Filed2026-07-22

ROE

EA SERIES TRUST

0.00%

Shares41

Event2026-06-30

Filed2026-07-22

JBHT

HUNT J B TRANS SVCS INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-22

TJX

TJX COS INC NEW

-86.90%

Shares11

Event2026-06-30

Filed2026-07-22

USMV

ISHARES TR

30.77%

Shares17

Event2026-06-30

Filed2026-07-22

S&P GLOBAL INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-22

HTRB

HARTFORD FDS EXCHANGE TRADED

0.00%

Shares48

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

0.00%

Shares34

Event2026-06-30

Filed2026-07-22

IEX

IDEX CORP

0.00%

Shares7

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

0.00%

Shares15

Event2026-06-30

Filed2026-07-22

CLOI

VANECK ETF TRUST

0.00%

Shares29

Event2026-06-30

Filed2026-07-22

AFL

AFLAC INC

0.00%

Shares13

Event2026-06-30

Filed2026-07-22

ABBVIE INC

-89.29%

Shares6

Event2026-06-30

Filed2026-07-22

EXC

EXELON CORP

0.00%

Shares32

Event2026-06-30

Filed2026-07-22

NBOS

NEUBERGER BERMAN ETF TRUST

0.00%

Shares51

Event2026-06-30

Filed2026-07-22

JULW

AIM ETF PRODUCTS TRUST

-98.85%

Shares35

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

0.00%

Shares20

Event2026-06-30

Filed2026-07-22

BWA

BORGWARNER INC

0.00%

Shares21

Event2026-06-30

Filed2026-07-22

SIXZ

AIM ETF PRODUCTS TRUST

-94.51%

Shares44

Event2026-06-30

Filed2026-07-22

TROW

PRICE T ROWE GROUP INC

-76.47%

Shares12

Event2026-06-30

Filed2026-07-22

VISA INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-22

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares11

Event2026-06-30

Filed2026-07-22

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares36

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares45

Event2026-06-30

Filed2026-07-22

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares2

Event2026-06-30

Filed2026-07-22

PFE

PFIZER INC

264.29%

Shares51

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

-94.74%

Shares4

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

0.00%

Shares8

Event2026-06-30

Filed2026-07-22

TPR

TAPESTRY INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-22

ANGL

VANECK ETF TRUST

0.00%

Shares40

Event2026-06-30

Filed2026-07-22

CERY

SPDR SERIES TRUST

17.24%

Shares34

Event2026-06-30

Filed2026-07-22

WRB

BERKLEY W R CORP

New

Shares16

Event2026-06-30

Filed2026-07-22

ITW

ILLINOIS TOOL WKS INC

-20.00%

Shares4

Event2026-06-30

Filed2026-07-22

TTC

TORO CO

New

Shares11

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares5

Event2026-06-30

Filed2026-07-22

CENTERPOINT ENERGY INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-22

NISOURCE INC

-15.38%

Shares22

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

0.00%

Shares2

Event2026-06-30

Filed2026-07-22

LQD

ISHARES TR

0.00%

Shares9

Event2026-06-30

Filed2026-07-22

CARY

ANGEL OAK FUNDS TRUST

0.00%

Shares47

Event2026-06-30

Filed2026-07-22

WMB

WILLIAMS COS INC

New

Shares13

Event2026-06-30

Filed2026-07-22

MTB

M & T BK CORP

-20.00%

Shares4

Event2026-06-30

Filed2026-07-22

SPMD

SPDR SERIES TRUST

0.00%

Shares14

Event2026-06-30

Filed2026-07-22

COR

CENCORA INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-22

NFG

NATIONAL FUEL GAS CO

New

Shares11

Event2026-06-30

Filed2026-07-22

IVLU

ISHARES TR

0.00%

Shares19

Event2026-06-30

Filed2026-07-22

PTC

PTC INC

New

Shares7

Event2026-06-30

Filed2026-07-22

USB

US BANCORP

0.00%

Shares13

Event2026-06-30

Filed2026-07-22

ADSK

AUTODESK INC

-60.00%

Shares4

Event2026-06-30

Filed2026-07-22

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares15

Event2026-06-30

Filed2026-07-22

SPAB

SPDR SERIES TRUST

38.10%

Shares29

Event2026-06-30

Filed2026-07-22

SCHC

SCHWAB STRATEGIC TR

-98.20%

Shares15

Event2026-06-30

Filed2026-07-22

TRMB

TRIMBLE INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-22

FLRN

SPDR SERIES TRUST

-60.00%

Shares22

Event2026-06-30

Filed2026-07-22

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-76.39%

Shares17

Event2026-06-30

Filed2026-07-22

SOUN

SOUNDHOUND AI INC

New

Shares100

Event2026-06-30

Filed2026-07-22

DBMF

LITMAN GREGORY FDS TR

0.00%

Shares21

Event2026-06-30

Filed2026-07-22

NOVAGOLD RESOURCES INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-22

GEM

GOLDMAN SACHS ETF TR

0.00%

Shares11

Event2026-06-30

Filed2026-07-22

PHM

PULTE GROUP INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-22

GWX

SPDR INDEX SHS FDS

33.33%

Shares12

Event2026-06-30

Filed2026-07-22

SNOWFLAKE INC

0.00%

Shares2

Event2026-06-30

Filed2026-07-22

GXRP

GRAYSCALE XRP TR ETF

0.00%

Shares24

Event2026-06-30

Filed2026-07-22

VST

VISTRA CORP

0.00%

Shares3

Event2026-06-30

Filed2026-07-22

REET

ISHARES TR

30.77%

Shares17

Event2026-06-30

Filed2026-07-22

CRM

SALESFORCE INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-22

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares5

Event2026-06-30

Filed2026-07-22

JAAA

JANUS DETROIT STR TR

0.00%

Shares9

Event2026-06-30

Filed2026-07-22

HONEYWELL INTL INC

New

Shares2

Event2026-06-30

Filed2026-07-22

HONEYWELL AEROSPACE INC

New

Shares2

Event2026-06-30

Filed2026-07-22

UBER

UBER TECHNOLOGIES INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-22

AGILENT TECHNOLOGIES INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-22

AT&T INC

0.00%

Shares19

Event2026-06-30

Filed2026-07-22

PCY

INVESCO EXCH TRADED FD TR II

0.00%

Shares16

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.00%

Shares1

Event2026-06-30

Filed2026-07-22

EMGF

ISHARES INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-22

JNK

SPDR SERIES TRUST

New

Shares3

Event2026-06-30

Filed2026-07-22

SCHH

SCHWAB STRATEGIC TR

-42.11%

Shares11

Event2026-06-30

Filed2026-07-22

TFI

SPDR SERIES TRUST

0.00%

Shares5

Event2026-06-30

Filed2026-07-22

RWR

SPDR SERIES TRUST

New

Shares2

Event2026-06-30

Filed2026-07-22

SLYV

SPDR SERIES TRUST

0.00%

Shares2

Event2026-06-30

Filed2026-07-22

SPUC

SIMPLIFY EXCHANGE TRADED FUN

-98.90%

Shares4

Event2026-06-30

Filed2026-07-22

EFAV

ISHARES TR

0.00%

Shares2

Event2026-06-30

Filed2026-07-22

FDLO

FIDELITY COVINGTON TRUST

0.00%

Shares2

Event2026-06-30

Filed2026-07-22

IJK

ISHARES TR

0.00%

Shares1

Event2026-06-30

Filed2026-07-22

RGR

STURM RUGER & CO INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-22

XLY

SELECT SECTOR SPDR TR

New

Shares1

Event2026-06-30

Filed2026-07-22

C3 AI INC

0.00%

Shares7

Event2026-06-30

Filed2026-07-22

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares1

Event2026-06-30

Filed2026-07-22

XLP

SELECT SECTOR SPDR TR

New

SharesN/A

Event2026-06-30

Filed2026-07-22

CLF

CLEVELAND-CLIFFS INC NEW

0.00%

Shares1

Event2026-06-30

Filed2026-07-22

AUTONOMIX MED INC

New

Shares1

Event2026-06-30

Filed2026-07-22

XLC

SELECT SECTOR SPDR TR

New

SharesN/A

Event2026-06-30

Filed2026-07-22

CLNE

CLEAN ENERGY FUELS CORP

0.00%

Shares2

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available