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The Analysis of N.E.W. Advisory Services LLC's Holdings & P&L

Currently, N.E.W. Advisory Services LLC holds 980 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in VUG (+117.1K shares, valued at $10.1M), JPST (+112.6K shares, valued at $5.7M), VGT (+46.4K shares, valued at $5.5M); decreased their positions in N/A (-67.6K shares, valued at $5.9M), VIOV (-29.1K shares, valued at $3.4M), JCPB (-37.8K shares, valued at $1.8M); initiated new positions in ZALT (+16.9K shares, valued at $574.1K), AEE (+511 shares, valued at $57.8K), N/A (+1.3K shares, valued at $54.7K).

1M P&L

+24.1M+2.20%

3M P&L

+18.9M+1.72%

HY P&L

-46.5M-3.99%

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/A974.4M

87.3%

2Consumer Electronics21.4M

1.9%

3Insurance - Diversified19.9M

1.8%

Top Industries by Stock Count

1N/A355 stocks

40.0%

2Banks - Regional22 stocks

2.5%

3Software - Application21 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS758.7K shares-0.05%2026-06-302026-08-06

SPDR SER TR SPDR SER TR877.0K shares-7.15%2026-06-302026-08-06

IAGG ISHARES TR1.3M shares8.00%2026-06-302026-08-06

JPST J P MORGAN EXCHANGE TRADED F1.3M shares9.71%2026-06-302026-08-06

SPYV SPDR SER TR977.1K shares-1.15%2026-06-302026-08-06

SPAB SPDR SER TR2.2M shares4.49%2026-06-302026-08-06

DFAX DIMENSIONAL ETF TRUST1.4M shares5.71%2026-06-302026-08-06

VXUS VANGUARD STAR FDS556.6K shares2.77%2026-06-302026-08-06

Sponsored

SPTM SPDR SER TR472.6K shares3.61%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS547.5K shares12.92%2026-06-302026-08-06

AVLV AMERICAN CENTY ETF TR406.5K shares4.06%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR293.8K shares2.95%2026-06-302026-08-06

VIOV VANGUARD ADMIRAL FDS INC267.6K shares-9.82%2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS598.0K shares-1.25%2026-06-302026-08-06

DFAC DIMENSIONAL ETF TRUST601.0K shares0.10%2026-06-302026-08-06

VOO VANGUARD INDEX FDS31.9K shares7.32%2026-06-302026-08-06

Sponsored

AAPL APPLE INC74.0K shares9.37%2026-06-302026-08-06

VXF VANGUARD INDEX FDS84.2K shares-0.07%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL39.7K shares-1.50%2026-06-302026-08-06

SPEM SPDR INDEX SHS FDS358.9K shares-2.31%2026-06-302026-08-06

TSPA T ROWE PRICE ETF INC343.4K shares1.28%2026-06-302026-08-06

PG PROCTER AND GAMBLE CO95.5K shares3.43%2026-06-302026-08-06

VSS VANGUARD INTL EQUITY INDEX F89.6K shares4.59%2026-06-302026-08-06

JIVE J P MORGAN EXCHANGE TRADED F143.3K shares3.51%2026-06-302026-08-06

Sponsored

VUG VANGUARD INDEX FDS140.9K shares492.55%2026-06-302026-08-06

AIRR FIRST TR EXCHANGE TRADED FD89.8K shares3.56%2026-06-302026-08-06

EFV ISHARES TR144.1K shares6.47%2026-06-302026-08-06

SLYV SPDR SER TR99.1K shares-4.90%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR318.5K shares-0.74%2026-06-302026-08-06

RDVY FIRST TR EXCHANGE TRADED FD129.3K shares2.69%2026-06-302026-08-06

TMSL T ROWE PRICE ETF INC225.3K shares2.24%2026-06-302026-08-06

GWX SPDR INDEX SHS FDS223.6K shares-2.14%2026-06-302026-08-06

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F172.9K shares-8.45%2026-06-302026-08-06

VV VANGUARD INDEX FDS22.4K shares-5.83%2026-06-302026-08-06

PVAL PUTNAM ETF TRUST143.3K shares-0.49%2026-06-302026-08-06

JCPB J P MORGAN EXCHANGE TRADED F149.8K shares-20.13%2026-06-302026-08-06

EWX SPDR INDEX SHS FDS89.8K shares-10.21%2026-06-302026-08-06

VTV VANGUARD INDEX FDS30.6K shares4.11%2026-06-302026-08-06

DFIV DIMENSIONAL ETF TRUST120.4K shares-3.40%2026-06-302026-08-06

NIC NICOLET BANKSHARES INC38.6K shares-1.30%2026-06-302026-08-06

Sponsored

VGT VANGUARD WORLD FD52.8K shares724.34%2026-06-302026-08-06

AMZN AMAZON COM INC25.3K shares-0.40%2026-06-302026-08-06

DNP DNP SELECT INCOME FD INC544.6K shares0.08%2026-06-302026-08-06

GRID FIRST TR EXCHANGE TRADED FD29.6K shares11.85%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F99.8K shares12.65%2026-06-302026-08-06

WEC WEC ENERGY GROUP INC42.3K shares-0.21%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS17.2K shares-2.62%2026-06-302026-08-06

SPSB SPDR SER TR158.1K shares5.02%2026-06-302026-08-06

Sponsored

QQQ INVESCO QQQ TR6.2K shares0.39%2026-06-302026-08-06

IBND SPDR SER TR143.2K shares4.61%2026-06-302026-08-06

TDIV FIRST TR EXCHANGE TRADED FD37.6K shares1.44%2026-06-302026-08-06

ITOT ISHARES TR24.9K shares-4.11%2026-06-302026-08-06

SPYG SPDR SER TR34.2K shares-0.18%2026-06-302026-08-06

VGM INVESCO TR INVT GRADE MUNS373.8K shares62.56%2026-06-302026-08-06

VB VANGUARD INDEX FDS12.9K shares0.95%2026-06-302026-08-06

VEA VANGUARD TAX MANAGED FDS52.5K shares-0.57%2026-06-302026-08-06

Sponsored

NVDA NVIDIA CORPORATION18.3K shares-28.60%2026-06-302026-08-06

JTEK J P MORGAN EXCHANGE TRADED F31.8K shares1.82%2026-06-302026-08-06

NOBL PROSHARES TR62.4K shares105.27%2026-06-302026-08-06

MSFT MICROSOFT CORP9.4K shares11.25%2026-06-302026-08-06

JPMORGAN CHASE CO JPMORGAN CHASE CO9.4K shares0.78%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC25.1K shares0.65%2026-06-302026-08-06

MGK VANGUARD WORLD FD32.5K shares392.78%2026-06-302026-08-06

VCR VANGUARD WORLD FD7.2K shares-4.94%2026-06-302026-08-06

Sponsored

VDC VANGUARD WORLD FD12.4K shares-1.52%2026-06-302026-08-06

VO VANGUARD INDEX FDS32.5K shares305.04%2026-06-302026-08-06

FDD FIRST TR STOXX EUROPEAN SELE140.0K shares2.57%2026-06-302026-08-06

JQUA J P MORGAN EXCHANGE TRADED F35.9K shares6.02%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS16.1K shares-0.36%2026-06-302026-08-06

WFC WELLS FARGO CO NEW29.8K shares-0.55%2026-06-302026-08-06

BFC BANK FIRST CORP16.5K shares170.40%2026-06-302026-08-06

WMT WALMART INC20.0K shares-2.40%2026-06-302026-08-06

Sponsored

SOXX ISHARES TR3.3K shares4.94%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F32.6K shares-0.98%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC1.5K shares54.43%2026-06-302026-08-06

SPDR S P 500 ETF TR SPDR S P 500 ETF TR2.3K shares0.65%2026-06-302026-08-06

GOOGL ALPHABET INC4.7K shares-5.38%2026-06-302026-08-06

MCD MCDONALDS CORP6.0K shares-0.99%2026-06-302026-08-06

JNJ JOHNSON JOHNSON6.4K shares3.57%2026-06-302026-08-06

TSLA TESLA INC3.8K shares2.06%2026-06-302026-08-06

Sponsored

FNDF SCHWAB STRATEGIC TR29.0K shares22.81%2026-06-302026-08-06

O REALTY INCOME CORP24.6K shares3.21%2026-06-302026-08-06

SLV ISHARES SILVER TR27.6K shares2.84%2026-06-302026-08-06

BUFR FIRST TR EXCHNG TRADED FD VI39.9K shares2.03%2026-06-302026-08-06

GLD SPDR GOLD TR3.9K shares3.06%2026-06-302026-08-06

GILD GILEAD SCIENCES INC10.9K shares6.05%2026-06-302026-08-06

VIS VANGUARD WORLD FD3.7K shares18.37%2026-06-302026-08-06

VHT VANGUARD WORLD FD4.5K shares-3.33%2026-06-302026-08-06

Sponsored

VCSH VANGUARD SCOTTSDALE FDS16.3K shares0.58%2026-06-302026-08-06

OSK OSHKOSH CORP8.1K shares-0.09%2026-06-302026-08-06

UPS UNITED PARCEL SERVICE INC11.3K shares-12.56%2026-06-302026-08-06

VISA INC VISA INC3.4K shares8.64%2026-06-302026-08-06

LLY ELI LILLY CO976 shares7.85%2026-06-302026-08-06

VGSH VANGUARD SCOTTSDALE FDS19.5K shares0.68%2026-06-302026-08-06

IYW ISHARES TR4.5K shares-15.93%2026-06-302026-08-06

XLF SELECT SECTOR SPDR TR20.8K shares8.34%2026-06-302026-08-06

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD25.1K shares-1.76%2026-06-302026-08-06

XSOE WISDOMTREE TR21.6K shares-1.75%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION5.6K shares2.36%2026-06-302026-08-06

AVNM AMERICAN CENTY ETF TR12.6K shares14.08%2026-06-302026-08-06

GOOG ALPHABET INC2.8K shares12.01%2026-06-302026-08-06

VTIP VANGUARD MALVERN FDS19.6K shares1.57%2026-06-302026-08-06

TVAL T ROWE PRICE ETF INC23.4K shares2.35%2026-06-302026-08-06

CARR CARRIER GLOBAL CORPORATION13.1K shares0.01%2026-06-302026-08-06

Sponsored

INTC INTEL CORP6.9K shares3.41%2026-06-302026-08-06

IVE ISHARES TR4.2K shares-8.98%2026-06-302026-08-06

ISHARES TR ISHARES TR1.2K shares-3.72%2026-06-302026-08-06

AHR AMERICAN HEALTHCARE REIT INC17.8K shares6.41%2026-06-302026-08-06

SDY SPDR SER TR6.1K shares-2.90%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC1.6K shares-1.39%2026-06-302026-08-06

BGIG ETF SER SOLUTIONS25.2K shares0.18%2026-06-302026-08-06

KO COCA COLA CO11.0K shares7.61%2026-06-302026-08-06

Sponsored

ONEQ FIDELITY COMWLTH TR8.5K shares-2.33%2026-06-302026-08-06

T AT T INC40.6K shares-3.86%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC1.4K shares-1.37%2026-06-302026-08-06

F FORD MTR CO60.2K shares0.02%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F9.8K shares-3.54%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP8.7K shares0.42%2026-06-302026-08-06

CGDV CAPITAL GROUP DIVIDEND VALUE16.2K shares30.23%2026-06-302026-08-06

PLD PROLOGIS INC5.8K shares1.38%2026-06-302026-08-06

Sponsored

MO ALTRIA GROUP INC10.8K shares0.17%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS3.1K shares0.06%2026-06-302026-08-06

CAT CATERPILLAR INC686 shares-33.72%2026-06-302026-08-06

TCAF T ROWE PRICE ETF INC17.8K shares7.23%2026-06-302026-08-06

IWY ISHARES TR2.5K shares0.08%2026-06-302026-08-06

ABBVIE INC ABBVIE INC2.8K shares-1.78%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC16.5K shares-1.33%2026-06-302026-08-06

SGOV ISHARES TR6.8K shares64.70%2026-06-302026-08-06

Sponsored

SCHD SCHWAB STRATEGIC TR20.5K shares16.96%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR3.3K shares101.63%2026-06-302026-08-06

COWZ PACER FDS TR10.2K shares0.32%2026-06-302026-08-06

VFH VANGUARD WORLD FD4.8K shares0.76%2026-06-302026-08-06

ASB ASSOCIATED BANC CORP19.4K shares7.63%2026-06-302026-08-06

DIA SPDR DOW JONES INDL AVERAGE1.1K shares-2.05%2026-06-302026-08-06

ZALT INNOVATOR ETFS TRUST16.9K sharesnew addition2026-06-302026-08-06

UMBF UMB FINL CORP3.8K shares0.26%2026-06-302026-08-06

Sponsored

MS MORGAN STANLEY2.6K shares2.24%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP4.0K shares1.51%2026-06-302026-08-06

JPME J P MORGAN EXCHANGE TRADED F4.3K shares0.16%2026-06-302026-08-06

CVX CHEVRON CORP NEW3.2K shares3.35%2026-06-302026-08-06

ORACLE CORP ORACLE CORP3.4K shares22.95%2026-06-302026-08-06

IWS ISHARES TR3.0K shares0.00%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC5.5K shares0.94%2026-06-302026-08-06

TEMPUS AI INC TEMPUS AI INC8.3K shares175.69%2026-06-302026-08-06

Sponsored

PM PHILIP MORRIS INTL INC2.6K shares-0.26%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MFG LTD969 shares6.84%2026-06-302026-08-06

IWN ISHARES TR2.1K shares0.00%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.1K shares-8.14%2026-06-302026-08-06

VOT VANGUARD INDEX FDS1.5K shares-9.43%2026-06-302026-08-06

IVW ISHARES TR3.3K shares-24.31%2026-06-302026-08-06

EIX EDISON INTL6.0K shares192.26%2026-06-302026-08-06

GEV GE VERNOVA INC372 shares5.98%2026-06-302026-08-06

Sponsored

DE DEERE CO685 shares0.29%2026-06-302026-08-06

PEP PEPSICO INC3.1K shares4.09%2026-06-302026-08-06

TBUX T ROWE PRICE ETF INC8.5K shares-51.32%2026-06-302026-08-06

KMB KIMBERLY CLARK CORP3.8K shares-3.72%2026-06-302026-08-06

VSDM VANGUARD MUN BD FDS5.5K shares0.77%2026-06-302026-08-06

IWV ISHARES TR982 shares0.00%2026-06-302026-08-06

GE GE AEROSPACE1.1K shares1.40%2026-06-302026-08-06

XLI SELECT SECTOR SPDR TR2.2K shares38.96%2026-06-302026-08-06

Sponsored

QQQM INVESCO EXCH TRADED FD TR II1.3K shares2.56%2026-06-302026-08-06

3M CO 3M CO2.4K shares-5.90%2026-06-302026-08-06

ESGV VANGUARD WORLD FD3.0K shares-0.17%2026-06-302026-08-06

THYF T ROWE PRICE ETF INC7.5K shares-45.12%2026-06-302026-08-06

BROADCOM INC BROADCOM INC1.0K shares22.21%2026-06-302026-08-06

ITA ISHARES TR1.6K shares26.02%2026-06-302026-08-06

AMERIPRISE FINL INC AMERIPRISE FINL INC822 shares0.12%2026-06-302026-08-06

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW403 shares11.33%2026-06-302026-08-06

Sponsored

VT VANGUARD INTL EQUITY INDEX F2.4K shares-6.27%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO1.1K shares-10.89%2026-06-302026-08-06

SOFI SOFI TECHNOLOGIES INC20.8K shares0.38%2026-06-302026-08-06

BNDX VANGUARD CHARLOTTE FDS7.7K shares-19.57%2026-06-302026-08-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F5.9K shares1.30%2026-06-302026-08-06

TFLR T ROWE PRICE ETF INC7.2K shares-69.97%2026-06-302026-08-06

ALL ALLSTATE CORP1.5K shares0.90%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR11.7K shares0.01%2026-06-302026-08-06

Sponsored

CEG CONSTELLATION ENERGY CORP1.4K shares5.92%2026-06-302026-08-06

ECL ECOLAB INC1.2K shares5.76%2026-06-302026-08-06

HD HOME DEPOT INC941 shares-19.64%2026-06-302026-08-06

LAMR LAMAR ADVERTISING CO NEW2.1K shares0.00%2026-06-302026-08-06

STRV EA SERIES TRUST6.7K shares-0.03%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC2.7K shares2.40%2026-06-302026-08-06

SPYX SPDR SER TR5.2K shares-11.60%2026-06-302026-08-06

MRK MERCK CO INC2.4K shares-3.58%2026-06-302026-08-06

Sponsored

IJH ISHARES TR4.0K shares0.05%2026-06-302026-08-06

BLDR BUILDERS FIRSTSOURCE INC3.4K shares-0.44%2026-06-302026-08-06

SPSM SPDR SER TR5.3K shares1.03%2026-06-302026-08-06

MLM MARTIN MARIETTA MATLS INC516 shares0.00%2026-06-302026-08-06

MRVL MARVELL TECHNOLOGY INC989 shares-51.97%2026-06-302026-08-06

DMLP DORCHESTER MINERALS LP11.6K shares0.00%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED565 shares6.00%2026-06-302026-08-06

TIP ISHARES TR2.6K shares-9.25%2026-06-302026-08-06

Sponsored

JBND J P MORGAN EXCHANGE TRADED F5.4K shares436.00%2026-06-302026-08-06

SHM SPDR SER TR5.9K shares-17.84%2026-06-302026-08-06

VBR VANGUARD INDEX FDS1.1K shares-1.72%2026-06-302026-08-06

SYFI AB ACTIVE ETFS INC7.7K shares1.51%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO2.9K shares-0.59%2026-06-302026-08-06

VBK VANGUARD INDEX FDS750 shares-4.82%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC377 shares5.90%2026-06-302026-08-06

FVD FIRST TR VALUE LINE DIVID IN5.6K shares-16.42%2026-06-302026-08-06

Sponsored

LOW LOWES COS INC1.2K shares-21.37%2026-06-302026-08-06

SLYG SPDR SER TR2.2K shares0.05%2026-06-302026-08-06

WORLD GOLD TR WORLD GOLD TR3.1K shares0.49%2026-06-302026-08-06

COF CAPITAL ONE FINL CORP1.2K shares-0.66%2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR6.5K shares1.80%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC311 shares-6.04%2026-06-302026-08-06

BA BOEING CO1.1K shares2.79%2026-06-302026-08-06

ITW ILLINOIS TOOL WKS INC832 shares-5.45%2026-06-302026-08-06

Sponsored

IGV ISHARES TR2.4K shares-10.07%2026-06-302026-08-06

BAC BANK AMERICA CORP3.7K shares-3.63%2026-06-302026-08-06

GM GENERAL MTRS CO2.7K shares-12.64%2026-06-302026-08-06

SPHD INVESCO EXCH TRADED FD TR II4.1K shares1.09%2026-06-302026-08-06

PLXS PLEXUS CORP681 shares0.00%2026-06-302026-08-06

FTNT FORTINET INC1.3K shares0.00%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR1.3K shares0.00%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO595 shares-40.20%2026-06-302026-08-06

Sponsored

SMR NUSCALE PWR CORP19.8K shares56.63%2026-06-302026-08-06

ABT ABBOTT LABS2.2K shares42.18%2026-06-302026-08-06

XBI SPDR SER TR1.3K shares146.76%2026-06-302026-08-06

IBIT ISHARES BITCOIN TRUST ETF5.9K shares7.33%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR7.1K shares3.14%2026-06-302026-08-06

AB ACTIVE ETFS INC AB ACTIVE ETFS INC4.6K shares-50.84%2026-06-302026-08-06

VMC VULCAN MATLS CO650 shares0.00%2026-06-302026-08-06

RDVI FIRST TR EXCHANGE TRADED FD6.5K shares1.76%2026-06-302026-08-06

Sponsored

XEL XCEL ENERGY INC2.4K shares0.30%2026-06-302026-08-06

LANTHEUS HLDGS INC LANTHEUS HLDGS INC1.7K shares0.00%2026-06-302026-08-06

GAL SSGA ACTIVE ETF TR3.5K shares0.09%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T857 shares5.67%2026-06-302026-08-06

VPU VANGUARD WORLD FD927 shares0.00%2026-06-302026-08-06

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BHP BHP GROUP LTD300 shares0.00%2026-06-302026-08-06

Sponsored

DHR DANAHER CORPORATION131 shares162.00%2026-06-302026-08-06

GNRC GENERAC HLDGS INC84 shares0.00%2026-06-302026-08-06

NDAQ NASDAQ INC309 sharesnew addition2026-06-302026-08-06

COMP COMPASS INC2.0K shares0.00%2026-06-302026-08-06

GII SPDR INDEX SHS FDS319 shares0.00%2026-06-302026-08-06

IMCV ISHARES TR262 shares0.00%2026-06-302026-08-06

LIN LINDE PLC46 sharesnew addition2026-06-302026-08-06

GRRR GORILLA TECHNOLOGY GROUP INC1.2K shares33.48%2026-06-302026-08-06

Sponsored

OKLO OKLO INC450 shares2.27%2026-06-302026-08-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.0K shares0.00%2026-06-302026-08-06

KGC KINROSS GOLD CORP964 shares0.00%2026-06-302026-08-06

VTC VANGUARD SCOTTSDALE FDS296 shares0.34%2026-06-302026-08-06

VANGUARD INDEX FDS

-0.05%

Shares758.7K

Event2026-06-30

Filed2026-08-06

SPDR SER TR

-7.15%

Shares877.0K

Event2026-06-30

Filed2026-08-06

IAGG

ISHARES TR

8.00%

Shares1.3M

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

9.71%

Shares1.3M

Event2026-06-30

Filed2026-08-06

SPYV

SPDR SER TR

-1.15%

Shares977.1K

Event2026-06-30

Filed2026-08-06

SPAB

SPDR SER TR

4.49%

Shares2.2M

Event2026-06-30

Filed2026-08-06

DFAX

DIMENSIONAL ETF TRUST

5.71%

Shares1.4M

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

2.77%

Shares556.6K

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SER TR

3.61%

Shares472.6K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

12.92%

Shares547.5K

Event2026-06-30

Filed2026-08-06

AVLV

AMERICAN CENTY ETF TR

4.06%

Shares406.5K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

2.95%

Shares293.8K

Event2026-06-30

Filed2026-08-06

VIOV

VANGUARD ADMIRAL FDS INC

-9.82%

Shares267.6K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

-1.25%

Shares598.0K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

0.10%

Shares601.0K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

7.32%

Shares31.9K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

9.37%

Shares74.0K

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD INDEX FDS

-0.07%

Shares84.2K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.50%

Shares39.7K

Event2026-06-30

Filed2026-08-06

SPEM

SPDR INDEX SHS FDS

-2.31%

Shares358.9K

Event2026-06-30

Filed2026-08-06

TSPA

T ROWE PRICE ETF INC

1.28%

Shares343.4K

Event2026-06-30

Filed2026-08-06

PROCTER AND GAMBLE CO

3.43%

Shares95.5K

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD INTL EQUITY INDEX F

4.59%

Shares89.6K

Event2026-06-30

Filed2026-08-06

JIVE

J P MORGAN EXCHANGE TRADED F

3.51%

Shares143.3K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

492.55%

Shares140.9K

Event2026-06-30

Filed2026-08-06

AIRR

FIRST TR EXCHANGE TRADED FD

3.56%

Shares89.8K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES TR

6.47%

Shares144.1K

Event2026-06-30

Filed2026-08-06

SLYV

SPDR SER TR

-4.90%

Shares99.1K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

-0.74%

Shares318.5K

Event2026-06-30

Filed2026-08-06

RDVY

FIRST TR EXCHANGE TRADED FD

2.69%

Shares129.3K

Event2026-06-30

Filed2026-08-06

TMSL

T ROWE PRICE ETF INC

2.24%

Shares225.3K

Event2026-06-30

Filed2026-08-06

GWX

SPDR INDEX SHS FDS

-2.14%

Shares223.6K

Event2026-06-30

Filed2026-08-06

JPIE

J P MORGAN EXCHANGE TRADED F

-8.45%

Shares172.9K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-5.83%

Shares22.4K

Event2026-06-30

Filed2026-08-06

PVAL

PUTNAM ETF TRUST

-0.49%

Shares143.3K

Event2026-06-30

Filed2026-08-06

JCPB

J P MORGAN EXCHANGE TRADED F

-20.13%

Shares149.8K

Event2026-06-30

Filed2026-08-06

EWX

SPDR INDEX SHS FDS

-10.21%

Shares89.8K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

4.11%

Shares30.6K

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

-3.40%

Shares120.4K

Event2026-06-30

Filed2026-08-06

NIC

NICOLET BANKSHARES INC

-1.30%

Shares38.6K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

724.34%

Shares52.8K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-0.40%

Shares25.3K

Event2026-06-30

Filed2026-08-06

DNP

DNP SELECT INCOME FD INC

0.08%

Shares544.6K

Event2026-06-30

Filed2026-08-06

GRID

FIRST TR EXCHANGE TRADED FD

11.85%

Shares29.6K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

12.65%

Shares99.8K

Event2026-06-30

Filed2026-08-06

WEC

WEC ENERGY GROUP INC

-0.21%

Shares42.3K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-2.62%

Shares17.2K

Event2026-06-30

Filed2026-08-06

SPSB

SPDR SER TR

5.02%

Shares158.1K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

0.39%

Shares6.2K

Event2026-06-30

Filed2026-08-06

IBND

SPDR SER TR

4.61%

Shares143.2K

Event2026-06-30

Filed2026-08-06

TDIV

FIRST TR EXCHANGE TRADED FD

1.44%

Shares37.6K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-4.11%

Shares24.9K

Event2026-06-30

Filed2026-08-06

SPYG

SPDR SER TR

-0.18%

Shares34.2K

Event2026-06-30

Filed2026-08-06

VGM

INVESCO TR INVT GRADE MUNS

62.56%

Shares373.8K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.95%

Shares12.9K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX MANAGED FDS

-0.57%

Shares52.5K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-28.60%

Shares18.3K

Event2026-06-30

Filed2026-08-06

JTEK

J P MORGAN EXCHANGE TRADED F

1.82%

Shares31.8K

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES TR

105.27%

Shares62.4K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

11.25%

Shares9.4K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE CO

0.78%

Shares9.4K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

0.65%

Shares25.1K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

392.78%

Shares32.5K

Event2026-06-30

Filed2026-08-06

VCR

VANGUARD WORLD FD

-4.94%

Shares7.2K

Event2026-06-30

Filed2026-08-06

VDC

VANGUARD WORLD FD

-1.52%

Shares12.4K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

305.04%

Shares32.5K

Event2026-06-30

Filed2026-08-06

FDD

FIRST TR STOXX EUROPEAN SELE

2.57%

Shares140.0K

Event2026-06-30

Filed2026-08-06

JQUA

J P MORGAN EXCHANGE TRADED F

6.02%

Shares35.9K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

-0.36%

Shares16.1K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO CO NEW

-0.55%

Shares29.8K

Event2026-06-30

Filed2026-08-06

BFC

BANK FIRST CORP

170.40%

Shares16.5K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-2.40%

Shares20.0K

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES TR

4.94%

Shares3.3K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

-0.98%

Shares32.6K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

54.43%

Shares1.5K

Event2026-06-30

Filed2026-08-06

SPDR S P 500 ETF TR

0.65%

Shares2.3K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-5.38%

Shares4.7K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

-0.99%

Shares6.0K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON JOHNSON

3.57%

Shares6.4K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

2.06%

Shares3.8K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

22.81%

Shares29.0K

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORP

3.21%

Shares24.6K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

2.84%

Shares27.6K

Event2026-06-30

Filed2026-08-06

BUFR

FIRST TR EXCHNG TRADED FD VI

2.03%

Shares39.9K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

3.06%

Shares3.9K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

6.05%

Shares10.9K

Event2026-06-30

Filed2026-08-06

VIS

VANGUARD WORLD FD

18.37%

Shares3.7K

Event2026-06-30

Filed2026-08-06

VHT

VANGUARD WORLD FD

-3.33%

Shares4.5K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

0.58%

Shares16.3K

Event2026-06-30

Filed2026-08-06

OSK

OSHKOSH CORP

-0.09%

Shares8.1K

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SERVICE INC

-12.56%

Shares11.3K

Event2026-06-30

Filed2026-08-06

VISA INC

8.64%

Shares3.4K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY CO

7.85%

Shares976

Event2026-06-30

Filed2026-08-06

VGSH

VANGUARD SCOTTSDALE FDS

0.68%

Shares19.5K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

-15.93%

Shares4.5K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

8.34%

Shares20.8K

Event2026-06-30

Filed2026-08-06

SDVY

FIRST TR EXCHANGE TRADED FD

-1.76%

Shares25.1K

Event2026-06-30

Filed2026-08-06

XSOE

WISDOMTREE TR

-1.75%

Shares21.6K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

2.36%

Shares5.6K

Event2026-06-30

Filed2026-08-06

AVNM

AMERICAN CENTY ETF TR

14.08%

Shares12.6K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

12.01%

Shares2.8K

Event2026-06-30

Filed2026-08-06

VTIP

VANGUARD MALVERN FDS

1.57%

Shares19.6K

Event2026-06-30

Filed2026-08-06

TVAL

T ROWE PRICE ETF INC

2.35%

Shares23.4K

Event2026-06-30

Filed2026-08-06

CARR

CARRIER GLOBAL CORPORATION

0.01%

Shares13.1K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

3.41%

Shares6.9K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

-8.98%

Shares4.2K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-3.72%

Shares1.2K

Event2026-06-30

Filed2026-08-06

AHR

AMERICAN HEALTHCARE REIT INC

6.41%

Shares17.8K

Event2026-06-30

Filed2026-08-06

SDY

SPDR SER TR

-2.90%

Shares6.1K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-1.39%

Shares1.6K

Event2026-06-30

Filed2026-08-06

BGIG

ETF SER SOLUTIONS

0.18%

Shares25.2K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

7.61%

Shares11.0K

Event2026-06-30

Filed2026-08-06

ONEQ

FIDELITY COMWLTH TR

-2.33%

Shares8.5K

Event2026-06-30

Filed2026-08-06

AT T INC

-3.86%

Shares40.6K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

-1.37%

Shares1.4K

Event2026-06-30

Filed2026-08-06

FORD MTR CO

0.02%

Shares60.2K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

-3.54%

Shares9.8K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

0.42%

Shares8.7K

Event2026-06-30

Filed2026-08-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

30.23%

Shares16.2K

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC

1.38%

Shares5.8K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

0.17%

Shares10.8K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

0.06%

Shares3.1K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-33.72%

Shares686

Event2026-06-30

Filed2026-08-06

TCAF

T ROWE PRICE ETF INC

7.23%

Shares17.8K

Event2026-06-30

Filed2026-08-06

IWY

ISHARES TR

0.08%

Shares2.5K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-1.78%

Shares2.8K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

-1.33%

Shares16.5K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

64.70%

Shares6.8K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

16.96%

Shares20.5K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

101.63%

Shares3.3K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

0.32%

Shares10.2K

Event2026-06-30

Filed2026-08-06

VFH

VANGUARD WORLD FD

0.76%

Shares4.8K

Event2026-06-30

Filed2026-08-06

ASB

ASSOCIATED BANC CORP

7.63%

Shares19.4K

Event2026-06-30

Filed2026-08-06

DIA

SPDR DOW JONES INDL AVERAGE

-2.05%

Shares1.1K

Event2026-06-30

Filed2026-08-06

ZALT

INNOVATOR ETFS TRUST

New

Shares16.9K

Event2026-06-30

Filed2026-08-06

UMBF

UMB FINL CORP

0.26%

Shares3.8K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

2.24%

Shares2.6K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

1.51%

Shares4.0K

Event2026-06-30

Filed2026-08-06

JPME

J P MORGAN EXCHANGE TRADED F

0.16%

Shares4.3K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORP NEW

3.35%

Shares3.2K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

22.95%

Shares3.4K

Event2026-06-30

Filed2026-08-06

IWS

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

0.94%

Shares5.5K

Event2026-06-30

Filed2026-08-06

TEMPUS AI INC

175.69%

Shares8.3K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

-0.26%

Shares2.6K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MFG LTD

6.84%

Shares969

Event2026-06-30

Filed2026-08-06

IWN

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-8.14%

Shares1.1K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

-9.43%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

-24.31%

Shares3.3K

Event2026-06-30

Filed2026-08-06

EIX

EDISON INTL

192.26%

Shares6.0K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

5.98%

Shares372

Event2026-06-30

Filed2026-08-06

DEERE CO

0.29%

Shares685

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

4.09%

Shares3.1K

Event2026-06-30

Filed2026-08-06

TBUX

T ROWE PRICE ETF INC

-51.32%

Shares8.5K

Event2026-06-30

Filed2026-08-06

KMB

KIMBERLY CLARK CORP

-3.72%

Shares3.8K

Event2026-06-30

Filed2026-08-06

VSDM

VANGUARD MUN BD FDS

0.77%

Shares5.5K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

0.00%

Shares982

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

1.40%

Shares1.1K

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

38.96%

Shares2.2K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

2.56%

Shares1.3K

Event2026-06-30

Filed2026-08-06

3M CO

-5.90%

Shares2.4K

Event2026-06-30

Filed2026-08-06

ESGV

VANGUARD WORLD FD

-0.17%

Shares3.0K

Event2026-06-30

Filed2026-08-06

THYF

T ROWE PRICE ETF INC

-45.12%

Shares7.5K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

22.21%

Shares1.0K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

26.02%

Shares1.6K

Event2026-06-30

Filed2026-08-06

AMERIPRISE FINL INC

0.12%

Shares822

Event2026-06-30

Filed2026-08-06

COSTCO WHSL CORP NEW

11.33%

Shares403

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

-6.27%

Shares2.4K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

-10.89%

Shares1.1K

Event2026-06-30

Filed2026-08-06

SOFI

SOFI TECHNOLOGIES INC

0.38%

Shares20.8K

Event2026-06-30

Filed2026-08-06

BNDX

VANGUARD CHARLOTTE FDS

-19.57%

Shares7.7K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

1.30%

Shares5.9K

Event2026-06-30

Filed2026-08-06

TFLR

T ROWE PRICE ETF INC

-69.97%

Shares7.2K

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP

0.90%

Shares1.5K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

0.01%

Shares11.7K

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

5.92%

Shares1.4K

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

5.76%

Shares1.2K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-19.64%

Shares941

Event2026-06-30

Filed2026-08-06

LAMR

LAMAR ADVERTISING CO NEW

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

STRV

EA SERIES TRUST

-0.03%

Shares6.7K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

2.40%

Shares2.7K

Event2026-06-30

Filed2026-08-06

SPYX

SPDR SER TR

-11.60%

Shares5.2K

Event2026-06-30

Filed2026-08-06

MRK

MERCK CO INC

-3.58%

Shares2.4K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

0.05%

Shares4.0K

Event2026-06-30

Filed2026-08-06

BLDR

BUILDERS FIRSTSOURCE INC

-0.44%

Shares3.4K

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SER TR

1.03%

Shares5.3K

Event2026-06-30

Filed2026-08-06

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares516

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

-51.97%

Shares989

Event2026-06-30

Filed2026-08-06

DMLP

DORCHESTER MINERALS LP

0.00%

Shares11.6K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

6.00%

Shares565

Event2026-06-30

Filed2026-08-06

TIP

ISHARES TR

-9.25%

Shares2.6K

Event2026-06-30

Filed2026-08-06

JBND

J P MORGAN EXCHANGE TRADED F

436.00%

Shares5.4K

Event2026-06-30

Filed2026-08-06

SHM

SPDR SER TR

-17.84%

Shares5.9K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

-1.72%

Shares1.1K

Event2026-06-30

Filed2026-08-06

SYFI

AB ACTIVE ETFS INC

1.51%

Shares7.7K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

-0.59%

Shares2.9K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD INDEX FDS

-4.82%

Shares750

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

5.90%

Shares377

Event2026-06-30

Filed2026-08-06

FVD

FIRST TR VALUE LINE DIVID IN

-16.42%

Shares5.6K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

-21.37%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SLYG

SPDR SER TR

0.05%

Shares2.2K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

0.49%

Shares3.1K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

-0.66%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

1.80%

Shares6.5K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

-6.04%

Shares311

Event2026-06-30

Filed2026-08-06

BOEING CO

2.79%

Shares1.1K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

-5.45%

Shares832

Event2026-06-30

Filed2026-08-06

IGV

ISHARES TR

-10.07%

Shares2.4K

Event2026-06-30

Filed2026-08-06

BAC

BANK AMERICA CORP

-3.63%

Shares3.7K

Event2026-06-30

Filed2026-08-06

GENERAL MTRS CO

-12.64%

Shares2.7K

Event2026-06-30

Filed2026-08-06

SPHD

INVESCO EXCH TRADED FD TR II

1.09%

Shares4.1K

Event2026-06-30

Filed2026-08-06

PLXS

PLEXUS CORP

0.00%

Shares681

Event2026-06-30

Filed2026-08-06

FTNT

FORTINET INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

-40.20%

Shares595

Event2026-06-30

Filed2026-08-06

SMR

NUSCALE PWR CORP

56.63%

Shares19.8K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABS

42.18%

Shares2.2K

Event2026-06-30

Filed2026-08-06

XBI

SPDR SER TR

146.76%

Shares1.3K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

7.33%

Shares5.9K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

3.14%

Shares7.1K

Event2026-06-30

Filed2026-08-06

AB ACTIVE ETFS INC

-50.84%

Shares4.6K

Event2026-06-30

Filed2026-08-06

VMC

VULCAN MATLS CO

0.00%

Shares650

Event2026-06-30

Filed2026-08-06

RDVI

FIRST TR EXCHANGE TRADED FD

1.76%

Shares6.5K

Event2026-06-30

Filed2026-08-06

XEL

XCEL ENERGY INC

0.30%

Shares2.4K

Event2026-06-30

Filed2026-08-06

LANTHEUS HLDGS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

GAL

SSGA ACTIVE ETF TR

0.09%

Shares3.5K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

5.67%

Shares857

Event2026-06-30

Filed2026-08-06

VPU

VANGUARD WORLD FD

0.00%

Shares927

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

7.27%

Shares354

Event2026-06-30

Filed2026-08-06

IWP

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

-30.11%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

0.00%

Shares434

Event2026-06-30

Filed2026-08-06

RWO

SPDR INDEX SHS FDS

-1.79%

Shares3.6K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

-3.21%

Shares2.4K

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD SCOTTSDALE FDS

-0.43%

Shares2.1K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

SNDR

SCHNEIDER NATIONAL INC

-5.14%

Shares4.7K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

-14.08%

Shares3.3K

Event2026-06-30

Filed2026-08-06

BP PLC

-3.16%

Shares4.6K

Event2026-06-30

Filed2026-08-06

DATADOG INC

-23.53%

Shares650

Event2026-06-30

Filed2026-08-06

JOHNSON CTLS INTL PLC

-7.01%

Shares1.1K

Event2026-06-30

Filed2026-08-06

LNT

ALLIANT ENERGY CORP

7.02%

Shares2.1K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

0.00%

Shares509

Event2026-06-30

Filed2026-08-06

SCCO

SOUTHERN COPPER CORP

0.88%

Shares917

Event2026-06-30

Filed2026-08-06

EXC

EXELON CORP

0.38%

Shares3.4K

Event2026-06-30

Filed2026-08-06

SHYM

BLACKROCK ETF TRUST II

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-06

BMO

BANK MONTREAL QUE

0.00%

Shares858

Event2026-06-30

Filed2026-08-06

IJT

ISHARES TR

-32.48%

Shares846

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

-33.24%

Shares6.2K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

3.64%

Shares285

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

2.20%

Shares1.4K

Event2026-06-30

Filed2026-08-06

IDU

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SCYB

SCHWAB STRATEGIC TR

55.19%

Shares5.3K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

3.41%

Shares1.9K

Event2026-06-30

Filed2026-08-06

VST

VISTRA CORP

-4.89%

Shares876

Event2026-06-30

Filed2026-08-06

TPHD

TIMOTHY PLAN

0.03%

Shares3.3K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

33.48%

Shares933

Event2026-06-30

Filed2026-08-06

MET

METLIFE INC

0.25%

Shares1.6K

Event2026-06-30

Filed2026-08-06

WBD

WARNER BROS DISCOVERY INC

-7.29%

Shares5.1K

Event2026-06-30

Filed2026-08-06

FISERV INC

-33.11%

Shares2.7K

Event2026-06-30

Filed2026-08-06

BLOOM ENERGY CORP

9.69%

Shares430

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

29.24%

Shares999

Event2026-06-30

Filed2026-08-06

COPY

RBB FUND TRUST

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

5.05%

Shares1.2K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

-5.38%

Shares246

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

1.45%

Shares561

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

42.74%

Shares875

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

3.61%

Shares660

Event2026-06-30

Filed2026-08-06

TDVG

T ROWE PRICE ETF INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

ISHARES TR

1.01%

Shares1.2K

Event2026-06-30

Filed2026-08-06

PFF

ISHARES TR

-9.30%

Shares3.9K

Event2026-06-30

Filed2026-08-06

FTHY

FIRST TR HIGH YIELD OPPRT 20

2.76%

Shares8.6K

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD INDEX FDS

-3.99%

Shares578

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

24.71%

Shares752

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

4.80%

Shares262

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

2.52%

Shares1.2K

Event2026-06-30

Filed2026-08-06

BIL

SPDR SER TR

11.66%

Shares1.2K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

-23.82%

Shares355

Event2026-06-30

Filed2026-08-06

ETR

ENTERGY CORP NEW

0.52%

Shares959

Event2026-06-30

Filed2026-08-06

JACOBS SOLUTIONS INC

0.12%

Shares868

Event2026-06-30

Filed2026-08-06

HELO

J P MORGAN EXCHANGE TRADED F

-6.86%

Shares1.6K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

ICF

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTL INC

-20.45%

Shares1.8K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares106

Event2026-06-30

Filed2026-08-06

IHF

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL MYERS SQUIBB CO

-17.71%

Shares1.8K

Event2026-06-30

Filed2026-08-06

JNK

SPDR SER TR

-5.06%

Shares1.1K

Event2026-06-30

Filed2026-08-06

VSGX

VANGUARD WORLD FD

0.58%

Shares1.2K

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

0.00%

Shares900

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

0.53%

Shares379

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

0.27%

Shares745

Event2026-06-30

Filed2026-08-06

VCEB

VANGUARD WORLD FD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

FDL

FIRST TR MORNINGSTAR DIVID L

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

2.13%

Shares96

Event2026-06-30

Filed2026-08-06

FTCS

FIRST TR EXCHANGE TRADED FD

-25.45%

Shares1.0K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP DEL

3.96%

Shares1.5K

Event2026-06-30

Filed2026-08-06

RDDT

REDDIT INC

50.28%

Shares538

Event2026-06-30

Filed2026-08-06

OEF

ISHARES TR

0.00%

Shares254

Event2026-06-30

Filed2026-08-06

CRSP

CRISPR THERAPEUTICS AG

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

TER

TERADYNE INC

0.00%

Shares187

Event2026-06-30

Filed2026-08-06

RPM

RPM INTL INC

0.50%

Shares804

Event2026-06-30

Filed2026-08-06

PFG

PRINCIPAL FINANCIAL GROUP IN

46.25%

Shares819

Event2026-06-30

Filed2026-08-06

ADM

ARCHER DANIELS MIDLAND CO

0.09%

Shares1.1K

Event2026-06-30

Filed2026-08-06

EFAX

SPDR INDEX SHS FDS

-11.90%

Shares1.6K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

30.32%

Shares288

Event2026-06-30

Filed2026-08-06

KTOS

KRATOS DEFENSE SEC SOLUTIO

91.67%

Shares1.7K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP NEW

15.40%

Shares487

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

35.37%

Shares199

Event2026-06-30

Filed2026-08-06

FSK

FS KKR CAP CORP

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-06

DKNG

DRAFTKINGS INC NEW

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

DHDG

FIRST TR EXCHNG TRADED FD VI

10.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

MP MATERIALS CORP

396.13%

Shares1.4K

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

60.85%

Shares341

Event2026-06-30

Filed2026-08-06

NVO

NOVO NORDISK A S

-24.98%

Shares1.6K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

492.00%

Shares296

Event2026-06-30

Filed2026-08-06

NETFLIX INC

-2.93%

Shares1.1K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

0.00%

Shares480

Event2026-06-30

Filed2026-08-06

RCAT

RED CAT HLDGS INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

CRUS

CIRRUS LOGIC INC

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

LQD

ISHARES TR

0.00%

Shares675

Event2026-06-30

Filed2026-08-06

AZO

AUTOZONE INC

-14.81%

Shares23

Event2026-06-30

Filed2026-08-06

EVTR

MORGAN STANLEY ETF TRUST

-18.21%

Shares1.4K

Event2026-06-30

Filed2026-08-06

AUR

AURORA INNOVATION INC

-13.39%

Shares10.7K

Event2026-06-30

Filed2026-08-06

UUUU

ENERGY FUELS INC

9392.45%

Shares5.0K

Event2026-06-30

Filed2026-08-06

YEAR

AB ACTIVE ETFS INC

-0.07%

Shares1.4K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

5.70%

Shares241

Event2026-06-30

Filed2026-08-06

AME

AMETEK INC

-58.82%

Shares292

Event2026-06-30

Filed2026-08-06

JPSE

J P MORGAN EXCHANGE TRADED F

0.09%

Shares1.2K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

8.64%

Shares176

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INC

-23.78%

Shares1.3K

Event2026-06-30

Filed2026-08-06

NUKZ

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

IGM

ISHARES TR

0.00%

Shares417

Event2026-06-30

Filed2026-08-06

CIBR

FIRST TR EXCHANGE TRADED FD

-25.92%

Shares743

Event2026-06-30

Filed2026-08-06

WSO

WATSCO INC

0.00%

Shares160

Event2026-06-30

Filed2026-08-06

BUFD

FIRST TR EXCHNG TRADED FD VI

-11.83%

Shares2.2K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

24.05%

Shares423

Event2026-06-30

Filed2026-08-06

ARM

ARM HOLDINGS PLC

0.00%

Shares185

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW

2.31%

Shares177

Event2026-06-30

Filed2026-08-06

KDP

KEURIG DR PEPPER INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

IBAT

ISHARES TR

83.54%

Shares1.4K

Event2026-06-30

Filed2026-08-06

DAL

DELTA AIR LINES INC DEL

-12.42%

Shares698

Event2026-06-30

Filed2026-08-06

IYK

ISHARES TR

-0.22%

Shares890

Event2026-06-30

Filed2026-08-06

IYLD

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

NMZ

NUVEEN MUN HIGH INCOME OPPOR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-06

MGM

MGM RESORTS INTERNATIONAL

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

UEC

URANIUM ENERGY CORP

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

TSCO

TRACTOR SUPPLY CO

0.82%

Shares1.9K

Event2026-06-30

Filed2026-08-06

FIS

FIDELITY NATL INFORMATION SV

0.07%

Shares1.5K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

85.71%

Shares585

Event2026-06-30

Filed2026-08-06

TPSC

TIMOTHY PLAN

0.83%

Shares1.2K

Event2026-06-30

Filed2026-08-06

AEE

AMEREN CORP

New

Shares511

Event2026-06-30

Filed2026-08-06

FTGS

FIRST TR EXCHANGE TRADED FD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IBKR

INTERACTIVE BROKERS GROUP IN

2.22%

Shares646

Event2026-06-30

Filed2026-08-06

PJP

INVESCO EXCHANGE TRADED FD T

0.22%

Shares465

Event2026-06-30

Filed2026-08-06

ARK ETF TR

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

-2.92%

Shares799

Event2026-06-30

Filed2026-08-06

VRSK

VERISK ANALYTICS INC

0.00%

Shares300

Event2026-06-30

Filed2026-08-06

CENTERPOINT ENERGY INC

0.33%

Shares1.2K

Event2026-06-30

Filed2026-08-06

ASTS

AST SPACEMOBILE INC

18.66%

Shares604

Event2026-06-30

Filed2026-08-06

DOV

DOVER CORP

0.00%

Shares237

Event2026-06-30

Filed2026-08-06

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares302

Event2026-06-30

Filed2026-08-06

SNPS

SYNOPSYS INC

47.50%

Shares118

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

1.23%

Shares1.6K

Event2026-06-30

Filed2026-08-06

IOO

ISHARES TR

0.00%

Shares384

Event2026-06-30

Filed2026-08-06

ENERGY TRANSFER L P

0.88%

Shares2.7K

Event2026-06-30

Filed2026-08-06

VIK

VIKING HOLDINGS LTD

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

0.00%

Shares997

Event2026-06-30

Filed2026-08-06

QQQI

NEOS ETF TRUST

119.05%

Shares920

Event2026-06-30

Filed2026-08-06

IBB

ISHARES TR

0.00%

Shares272

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

0.75%

Shares673

Event2026-06-30

Filed2026-08-06

IJJ

ISHARES TR

-30.33%

Shares340

Event2026-06-30

Filed2026-08-06

GIS

GENERAL MLS INC

26.39%

Shares1.4K

Event2026-06-30

Filed2026-08-06

SCIO

FIRST TR EXCHANGE TRADED FD

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

0.70%

Shares288

Event2026-06-30

Filed2026-08-06

NBIS

NEBIUS GROUP N V

76.00%

Shares176

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

300.00%

Shares388

Event2026-06-30

Filed2026-08-06

EEMX

SPDR INDEX SHS FDS

-18.89%

Shares889

Event2026-06-30

Filed2026-08-06

GUNR

FLEXSHARES TR

57.99%

Shares959

Event2026-06-30

Filed2026-08-06

TNL

TRAVEL PLUS LEISURE CO

0.33%

Shares606

Event2026-06-30

Filed2026-08-06

SNOWFLAKE INC

-35.84%

Shares179

Event2026-06-30

Filed2026-08-06

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

MICROSTRATEGY INC

0.00%

Shares522

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

163.64%

Shares203

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

0.00%

Shares166

Event2026-06-30

Filed2026-08-06

JMUB

J P MORGAN EXCHANGE TRADED F

0.92%

Shares881

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

100.00%

Shares480

Event2026-06-30

Filed2026-08-06

PRU

PRUDENTIAL FINL INC

0.25%

Shares406

Event2026-06-30

Filed2026-08-06

VGK

VANGUARD INTL EQUITY INDEX F

1.45%

Shares491

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.00%

Shares440

Event2026-06-30

Filed2026-08-06

THC

TENET HEALTHCARE CORP

0.00%

Shares227

Event2026-06-30

Filed2026-08-06

TMUS

T MOBILE US INC

18.87%

Shares252

Event2026-06-30

Filed2026-08-06

SPYD

SPDR SER TR

0.91%

Shares887

Event2026-06-30

Filed2026-08-06

IONQ INC

0.00%

Shares794

Event2026-06-30

Filed2026-08-06

SLB

SCHLUMBERGER LTD

-5.26%

Shares901

Event2026-06-30

Filed2026-08-06

APLD

APPLIED DIGITAL CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

LDOS

LEIDOS HOLDINGS INC

0.00%

Shares400

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS CO

0.00%

Shares119

Event2026-06-30

Filed2026-08-06

WWJD

NORTHERN LTS FD TR IV

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

WEYERHAEUSER CO MTN BE

72.68%

Shares1.7K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

9.26%

Shares118

Event2026-06-30

Filed2026-08-06

MDY

SPDR S P MIDCAP 400 ETF TR

111.11%

Shares57

Event2026-06-30

Filed2026-08-06

IJS

ISHARES TR

-70.16%

Shares290

Event2026-06-30

Filed2026-08-06

CLX

CLOROX CO DEL

0.00%

Shares413

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

-36.84%

Shares108

Event2026-06-30

Filed2026-08-06

SPG

SIMON PPTY GROUP INC NEW

335.00%

Shares174

Event2026-06-30

Filed2026-08-06

UNM

UNUM GROUP

0.00%

Shares427

Event2026-06-30

Filed2026-08-06

APOLLO GLOBAL MGMT INC

0.00%

Shares321

Event2026-06-30

Filed2026-08-06

WRB

BERKLEY W R CORP

7.39%

Shares538

Event2026-06-30

Filed2026-08-06

RELIANCE INC

0.00%

Shares100

Event2026-06-30

Filed2026-08-06

CATH

GLOBAL X FDS

0.00%

Shares421

Event2026-06-30

Filed2026-08-06

JIRE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares451

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

13.53%

Shares235

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

HOOD

ROBINHOOD MKTS INC

0.00%

Shares366

Event2026-06-30

Filed2026-08-06

LII

LENNOX INTL INC

0.00%

Shares64

Event2026-06-30

Filed2026-08-06

LIVE NATION ENTERTAINMENT IN

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

XHE

SPDR SER TR

0.00%

Shares433

Event2026-06-30

Filed2026-08-06

SANM

SANMINA CORPORATION

0.00%

Shares144

Event2026-06-30

Filed2026-08-06

AXON

AXON ENTERPRISE INC

-10.96%

Shares65

Event2026-06-30

Filed2026-08-06

VDE

VANGUARD WORLD FD

-36.98%

Shares242

Event2026-06-30

Filed2026-08-06

XLY

SELECT SECTOR SPDR TR

0.00%

Shares310

Event2026-06-30

Filed2026-08-06

MICROCHIP TECHNOLOGY INC

6.99%

Shares398

Event2026-06-30

Filed2026-08-06

IFRA

ISHARES TR

310.71%

Shares575

Event2026-06-30

Filed2026-08-06

FHDG

FIRST TR EXCHNG TRADED FD VI

New

Shares1.0K

Event2026-06-30

Filed2026-08-06

AOR

ISHARES TR

0.00%

Shares520

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

3.87%

Shares161

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD WHITEHALL FDS

1.39%

Shares364

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP NEW

2.55%

Shares1.4K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

0.30%

Shares329

Event2026-06-30

Filed2026-08-06

TKO

TKO GROUP HOLDINGS INC

0.57%

Shares176

Event2026-06-30

Filed2026-08-06

SCZ

ISHARES TR

New

Shares429

Event2026-06-30

Filed2026-08-06

DHS

WISDOMTREE TR

0.00%

Shares309

Event2026-06-30

Filed2026-08-06

DTE

DTE ENERGY CO

0.44%

Shares230

Event2026-06-30

Filed2026-08-06

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares545

Event2026-06-30

Filed2026-08-06

MDAI

SPECTRAL AI INC

42.93%

Shares20.0K

Event2026-06-30

Filed2026-08-06

HBAN

HUNTINGTON BANCSHARES INC

0.62%

Shares2.0K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

0.00%

Shares241

Event2026-06-30

Filed2026-08-06

GWW

GRAINGER W W INC

0.00%

Shares25

Event2026-06-30

Filed2026-08-06

IYH

ISHARES TR

-57.15%

Shares506

Event2026-06-30

Filed2026-08-06

EDWARDS LIFESCIENCES CORP

0.00%

Shares374

Event2026-06-30

Filed2026-08-06

ASML

ASML HOLDING N V

0.00%

Shares17

Event2026-06-30

Filed2026-08-06

QTEC

FIRST TR NASDAQ 100 TECH IND

-17.50%

Shares99

Event2026-06-30

Filed2026-08-06

AOK

ISHARES TR

0.00%

Shares797

Event2026-06-30

Filed2026-08-06

PYPL

PAYPAL HLDGS INC

-21.60%

Shares762

Event2026-06-30

Filed2026-08-06

SERV

SERVE ROBOTICS INC

-3.77%

Shares5.0K

Event2026-06-30

Filed2026-08-06

NDSN

NORDSON CORP

0.00%

Shares109

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-34.98%

Shares394

Event2026-06-30

Filed2026-08-06

CORTEVA INC

1.32%

Shares385

Event2026-06-30

Filed2026-08-06

ABNB

AIRBNB INC

5.61%

Shares226

Event2026-06-30

Filed2026-08-06

EXE

EXPAND ENERGY CORPORATION

286.81%

Shares352

Event2026-06-30

Filed2026-08-06

BANK NEW YORK MELLON CORP

0.00%

Shares220

Event2026-06-30

Filed2026-08-06

PBA

PEMBINA PIPELINE CORP

0.00%

Shares680

Event2026-06-30

Filed2026-08-06

NUVEEN QUALITY MUNCP INCOME

1.82%

Shares2.6K

Event2026-06-30

Filed2026-08-06

SJM

SMUCKER J M CO

0.00%

Shares272

Event2026-06-30

Filed2026-08-06

IDEV

ISHARES TR

-12.76%

Shares342

Event2026-06-30

Filed2026-08-06

VALE

VALE S A

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

0.00%

Shares600

Event2026-06-30

Filed2026-08-06

KEY

KEYCORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

EXK

ENDEAVOUR SILVER CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

0.00%

Shares350

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

-8.43%

Shares228

Event2026-06-30

Filed2026-08-06

SLRC

SLR INVESTMENT CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

EVT

EATON VANCE TAX ADVT DIV INC

-66.31%

Shares1.0K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

29.08%

Shares253

Event2026-06-30

Filed2026-08-06

AGNC INVT CORP

1.15%

Shares2.6K

Event2026-06-30

Filed2026-08-06

FAD

FIRST TR MULTI CAP GROWTH AL

0.00%

Shares138

Event2026-06-30

Filed2026-08-06

SPOTIFY TECHNOLOGY S A

-7.69%

Shares60

Event2026-06-30

Filed2026-08-06

ALPS ETF TR

0.00%

Shares531

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

0.57%

Shares355

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS INC

0.00%

Shares369

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

81.07%

Shares574

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

33.33%

Shares80

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.00%

Shares112

Event2026-06-30

Filed2026-08-06

IYE

ISHARES TR

-62.70%

Shares476

Event2026-06-30

Filed2026-08-06

BATT

AMPLIFY ETF TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

CVNA

CARVANA CO

400.00%

Shares400

Event2026-06-30

Filed2026-08-06

MOAT

VANECK ETF TRUST

0.00%

Shares250

Event2026-06-30

Filed2026-08-06

BUFT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

TTEQ

T ROWE PRICE ETF INC

New

Shares580

Event2026-06-30

Filed2026-08-06

AMG

AFFILIATED MANAGERS GROUP IN

0.00%

Shares75

Event2026-06-30

Filed2026-08-06

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares350

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

147.37%

Shares611

Event2026-06-30

Filed2026-08-06

BHP

BHP GROUP LTD

0.00%

Shares300

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORPORATION

162.00%

Shares131

Event2026-06-30

Filed2026-08-06

GNRC

GENERAC HLDGS INC

0.00%

Shares84

Event2026-06-30

Filed2026-08-06

NDAQ

NASDAQ INC

New

Shares309

Event2026-06-30

Filed2026-08-06

COMP

COMPASS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

GII

SPDR INDEX SHS FDS

0.00%

Shares319

Event2026-06-30

Filed2026-08-06

IMCV

ISHARES TR

0.00%

Shares262

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

New

Shares46

Event2026-06-30

Filed2026-08-06

GRRR

GORILLA TECHNOLOGY GROUP INC

33.48%

Shares1.2K

Event2026-06-30

Filed2026-08-06

OKLO

OKLO INC

2.27%

Shares450

Event2026-06-30

Filed2026-08-06

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

KGC

KINROSS GOLD CORP

0.00%

Shares964

Event2026-06-30

Filed2026-08-06

VTC

VANGUARD SCOTTSDALE FDS

0.34%

Shares296

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available