Sponsored
The Analysis of Nilsine Partners, LLC's Holdings & P&L
Currently, Nilsine Partners, LLC holds 429 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in FXL (+96.0K shares, valued at $20.8M), QTEC (+57.5K shares, valued at $19.3M), KLAC (+59.2K shares, valued at $17.9M); decreased their positions in SGI (-67.3K shares, valued at $5.3M), FXU (-23.2K shares, valued at $1.1M), ATO (-6.1K shares, valued at $1.0M); initiated new positions in N/A (+83.5K shares, valued at $11.4M), H (+20.7K shares, valued at $4.0M), CDNS (+9.2K shares, valued at $3.4M).
1M P&L
+32.4M+2.76%
3M P&L
-91.0M-7.01%
HY P&L
+21.1M+1.78%
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/A384.0M
31.2%
2Semiconductors97.6M
7.9%
3Utilities - Regulated Gas84.5M
6.9%
Top Industries by Stock Count
1N/A100 stocks
27.0%
2Banks - Regional12 stocks
3.2%
3Semiconductors11 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM16.7K shares1.46%2026-06-302026-07-24
Sponsored
Sponsored
EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS83.5K sharesnew addition2026-06-302026-07-24
Sponsored
Sponsored
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF255.4K shares2.52%2026-06-302026-07-24
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A18.5K shares177.81%2026-06-302026-07-24
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS28.3K sharesnew addition2026-06-302026-07-24
Sponsored
Sponsored
Sponsored
LIBERTY MEDIA CORP DEL COM LBTY ONE S C LIBERTY MEDIA CORP DEL COM LBTY ONE S C10.6K shares-21.16%2026-06-302026-07-24
Sponsored
ALIBABA GROUP HLDG LTD SPONSORED ADS ALIBABA GROUP HLDG LTD SPONSORED ADS9.7K shares1.76%2026-06-302026-07-24
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX3.0K shares-0.40%2026-06-302026-07-24
Sponsored
Sponsored
Sponsored
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS422 sharesnew addition2026-06-302026-07-24
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF6.0K shares-0.13%2026-06-302026-07-24
Sponsored
Sponsored
Sponsored
DUPONT DE NEMOURS INC COMMON STOCK DUPONT DE NEMOURS INC COMMON STOCK1.7K sharesnew addition2026-06-302026-07-24
Sponsored
Sponsored
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST402 sharesnew addition2026-06-302026-07-24
Sponsored
Sponsored
CRPT FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF11.2K shares0.00%2026-06-302026-07-24
KEEL INFRASTRUCTURE CORP COM SHS KEEL INFRASTRUCTURE CORP COM SHS19.2K shares0.00%2026-06-302026-07-24
ATO
-1.23%ATMOS ENERGY CORP COM
Shares485.3K
Event2026-06-30
Filed2026-07-24
AAPL
4.62%APPLE INC COM
Shares228.7K
Event2026-06-30
Filed2026-07-24
LRCX
0.07%LAM RESEARCH CORP COM NEW
Shares99.9K
Event2026-06-30
Filed2026-07-24
NVDA
10.04%NVIDIA CORPORATION COM
Shares197.7K
Event2026-06-30
Filed2026-07-24
MU
-0.23%MICRON TECHNOLOGY INC COM
Shares29.4K
Event2026-06-30
Filed2026-07-24
FTXL
0.15%FIRST TRUST NASDAQ SEMICONDUCTOR ETF
Shares112.5K
Event2026-06-30
Filed2026-07-24
BROADCOM INC COM
6.26%BROADCOM INC COM
Shares71.5K
Event2026-06-30
Filed2026-07-24
AMZN
0.76%AMAZON COM INC COM
Shares104.7K
Event2026-06-30
Filed2026-07-24
FBT
2.25%FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
Shares97.2K
Event2026-06-30
Filed2026-07-24
STATE STREET SPDR S&P 500 ETF
0.39%STATE STREET SPDR S&P 500 ETF
Shares30.2K
Event2026-06-30
Filed2026-07-24
FTXR
2.60%FIRST TRUST NASDAQ TRANSPORTATION ETF
Shares465.2K
Event2026-06-30
Filed2026-07-24
FXL
6236.65%FIRST TRUST TECHNOLOGY ALPHADEX FUND
Shares97.5K
Event2026-06-30
Filed2026-07-24
QTEC
1845.68%FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
Shares60.6K
Event2026-06-30
Filed2026-07-24
KLAC
884.42%KLA CORP COM NEW
Shares65.9K
Event2026-06-30
Filed2026-07-24
MSFT
3.79%MICROSOFT CORP COM
Shares43.8K
Event2026-06-30
Filed2026-07-24
COSTCO WHOLESALE CORPORATION COM
1.46%COSTCO WHOLESALE CORPORATION COM
Shares16.7K
Event2026-06-30
Filed2026-07-24
KR
0.78%KROGER CO COM
Shares247.8K
Event2026-06-30
Filed2026-07-24
LLY
0.06%ELI LILLY & CO COM
Shares11.1K
Event2026-06-30
Filed2026-07-24
PAAA
-6.38%PGIM AAA CLO ETF
Shares258.3K
Event2026-06-30
Filed2026-07-24
JPMORGAN CHASE & CO COM
1.49%JPMORGAN CHASE & CO COM
Shares39.5K
Event2026-06-30
Filed2026-07-24
EWY
0.32%ISHARES MSCI SOUTH KOREA ETF
Shares64.0K
Event2026-06-30
Filed2026-07-24
META PLATFORMS INC CL A
14.69%META PLATFORMS INC CL A
Shares22.8K
Event2026-06-30
Filed2026-07-24
IWM
13.49%ISHARES RUSSELL 2000 ETF
Shares41.3K
Event2026-06-30
Filed2026-07-24
VISA INC COM CL A
4.06%VISA INC COM CL A
Shares35.0K
Event2026-06-30
Filed2026-07-24
JAAA
-2.35%JANUS HENDERSON AAA CLO ETF
Shares237.1K
Event2026-06-30
Filed2026-07-24
CPAI
3.65%COUNTERPOINT QUANTITATIVE EQUITY ETF
Shares229.7K
Event2026-06-30
Filed2026-07-24
BRK.B
4.60%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares23.0K
Event2026-06-30
Filed2026-07-24
EXXONMOBIL HOLDINGS CORP COM SHS
NewEXXONMOBIL HOLDINGS CORP COM SHS
Shares83.5K
Event2026-06-30
Filed2026-07-24
GOOG
13.42%ALPHABET INC CAP STK CL C
Shares30.6K
Event2026-06-30
Filed2026-07-24
TSM
-2.74%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares22.3K
Event2026-06-30
Filed2026-07-24
EWI
1.65%ISHARES MSCI ITALY ETF
Shares179.1K
Event2026-06-30
Filed2026-07-24
CAT
0.80%CATERPILLAR INC COM
Shares9.8K
Event2026-06-30
Filed2026-07-24
GOOGL
1.26%ALPHABET INC CAP STK CL A
Shares28.4K
Event2026-06-30
Filed2026-07-24
NETFLIX INC. COM
27.08%NETFLIX INC. COM
Shares138.1K
Event2026-06-30
Filed2026-07-24
CISCO SYS INC COM
42.44%CISCO SYS INC COM
Shares83.2K
Event2026-06-30
Filed2026-07-24
ISHARES CORE S&P 500 ETF
0.89%ISHARES CORE S&P 500 ETF
Shares13.0K
Event2026-06-30
Filed2026-07-24
EPU
2.24%ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF
Shares116.2K
Event2026-06-30
Filed2026-07-24
EIS
1.96%ISHARES MSCI ISRAEL ETF
Shares79.7K
Event2026-06-30
Filed2026-07-24
FTSL
3.02%FIRST TRUST SENIOR LOAN FUND
Shares212.8K
Event2026-06-30
Filed2026-07-24
SPLV
3.92%INVESCO S&P 500 LOW VOLATILITY ETF
Shares122.7K
Event2026-06-30
Filed2026-07-24
MPC
1.59%MARATHON PETE CORP COM
Shares35.2K
Event2026-06-30
Filed2026-07-24
SGI
-37.27%SOMNIGROUP INTERNATIONAL INC COM
Shares113.3K
Event2026-06-30
Filed2026-07-24
URI
0.70%UNITED RENTALS INC COM
Shares7.7K
Event2026-06-30
Filed2026-07-24
GS
1.49%GOLDMAN SACHS GROUP INC COM
Shares8.5K
Event2026-06-30
Filed2026-07-24
SPIB
2.52%STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Shares255.4K
Event2026-06-30
Filed2026-07-24
APPLIED MATLS INC COM
3.10%APPLIED MATLS INC COM
Shares11.8K
Event2026-06-30
Filed2026-07-24
PANW
85.91%PALO ALTO NETWORKS INC COM
Shares23.4K
Event2026-06-30
Filed2026-07-24
EWZ
9.49%ISHARES MSCI BRAZIL ETF
Shares228.9K
Event2026-06-30
Filed2026-07-24
VRT
0.82%VERTIV HOLDINGS CO COM CL A
Shares22.9K
Event2026-06-30
Filed2026-07-24
VRP
2.25%INVESCO VARIABLE RATE PREFERRED ETF
Shares307.5K
Event2026-06-30
Filed2026-07-24
JBBB
-3.77%JANUS HENDERSON B-BBB CLO ETF
Shares140.5K
Event2026-06-30
Filed2026-07-24
VLO
1.83%VALERO ENERGY CORP COM
Shares25.4K
Event2026-06-30
Filed2026-07-24
MCK
84.78%MCKESSON CORP COM
Shares8.8K
Event2026-06-30
Filed2026-07-24
TSLA
2.74%TESLA INC COM
Shares15.3K
Event2026-06-30
Filed2026-07-24
ABCB
2.46%AMERIS BANCORP COM
Shares68.8K
Event2026-06-30
Filed2026-07-24
JBL
292.93%JABIL INC COM
Shares16.1K
Event2026-06-30
Filed2026-07-24
GLW
-11.07%CORNING INC COM
Shares24.0K
Event2026-06-30
Filed2026-07-24
VWOB
2.75%VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
Shares90.3K
Event2026-06-30
Filed2026-07-24
JNJ
0.79%JOHNSON & JOHNSON COM
Shares23.9K
Event2026-06-30
Filed2026-07-24
WMT
-0.31%WALMART INC COM
Shares53.3K
Event2026-06-30
Filed2026-07-24
FTSM
2.06%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares98.2K
Event2026-06-30
Filed2026-07-24
FLOT
-4.31%ISHARES FLOATING RATE BOND ETF
Shares113.5K
Event2026-06-30
Filed2026-07-24
BA
2.46%BOEING CO COM
Shares26.0K
Event2026-06-30
Filed2026-07-24
FSMB
-0.27%FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF
Shares281.3K
Event2026-06-30
Filed2026-07-24
CROWDSTRIKE HLDGS INC CL A
3.77%CROWDSTRIKE HLDGS INC CL A
Shares7.3K
Event2026-06-30
Filed2026-07-24
ANET
521.56%ARISTA NETWORKS INC COM SHS
Shares32.7K
Event2026-06-30
Filed2026-07-24
MCD
4.16%MCDONALDS CORP COM
Shares20.3K
Event2026-06-30
Filed2026-07-24
RTX CORPORATION COM
76.38%RTX CORPORATION COM
Shares28.6K
Event2026-06-30
Filed2026-07-24
AMD
1.68%ADVANCED MICRO DEVICES INC COM
Shares9.1K
Event2026-06-30
Filed2026-07-24
ATI INC COM
2.75%ATI INC COM
Shares25.7K
Event2026-06-30
Filed2026-07-24
KO
0.19%COCA COLA CO COM
Shares62.4K
Event2026-06-30
Filed2026-07-24
PAG
0.57%PENSKE AUTOMOTIVE GRP INC COM
Shares27.7K
Event2026-06-30
Filed2026-07-24
COR
5.01%CENCORA INC COM
Shares17.2K
Event2026-06-30
Filed2026-07-24
PH
-0.58%PARKER-HANNIFIN CORP COM
Shares5.0K
Event2026-06-30
Filed2026-07-24
CASY
9.26%CASEYS GEN STORES INC COM
Shares5.9K
Event2026-06-30
Filed2026-07-24
VGZ
0.00%VISTA GOLD CORP COM NEW
Shares2.5M
Event2026-06-30
Filed2026-07-24
BAC
114.95%BANK OF AMER CORP COM
Shares81.1K
Event2026-06-30
Filed2026-07-24
LOW
2.16%LOWES COS INC COM
Shares20.5K
Event2026-06-30
Filed2026-07-24
WTV
-0.30%WISDOMTREE US VALUE FUND OF BENEF INTEREST
Shares43.8K
Event2026-06-30
Filed2026-07-24
KIM
0.08%KIMCO REALTY CORP COM
Shares174.6K
Event2026-06-30
Filed2026-07-24
IJH
-0.24%ISHARES CORE S&P MID-CAP ETF
Shares56.5K
Event2026-06-30
Filed2026-07-24
VOO
0.74%VANGUARD S&P 500 ETF
Shares6.3K
Event2026-06-30
Filed2026-07-24
COHR
3.25%COHERENT CORP COM
Shares10.6K
Event2026-06-30
Filed2026-07-24
CWB
0.81%STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
Shares38.1K
Event2026-06-30
Filed2026-07-24
WELL
-0.89%WELLTOWER INC COM
Shares17.9K
Event2026-06-30
Filed2026-07-24
H
NewHYATT HOTELS CORP COM CL A
Shares20.7K
Event2026-06-30
Filed2026-07-24
ARGENX SE SPONSORED ADR
4.27%ARGENX SE SPONSORED ADR
Shares4.3K
Event2026-06-30
Filed2026-07-24
GM
2.75%GENERAL MTRS CO COM
Shares51.1K
Event2026-06-30
Filed2026-07-24
BK
-0.15%BANK OF NY MELLON CORP COM
Shares26.7K
Event2026-06-30
Filed2026-07-24
DIS
7.50%DISNEY WALT CO COM
Shares38.7K
Event2026-06-30
Filed2026-07-24
SRLN
0.15%STATE STREET BLACKSTONE SENIOR LOAN ETF
Shares86.6K
Event2026-06-30
Filed2026-07-24
EHC
4.86%ENCOMPASS HEALTH CORP COM
Shares34.4K
Event2026-06-30
Filed2026-07-24
CIEN
0.23%CIENA CORP COM NEW
Shares7.1K
Event2026-06-30
Filed2026-07-24
VGIT
3.02%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares58.5K
Event2026-06-30
Filed2026-07-24
CDNS
NewCADENCE DESIGN SYSTEM INC COM
Shares9.2K
Event2026-06-30
Filed2026-07-24
XLI
0.33%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares18.6K
Event2026-06-30
Filed2026-07-24
MLI
2.67%MUELLER INDS INC COM
Shares27.8K
Event2026-06-30
Filed2026-07-24
ALL
1.00%ALLSTATE CORP COM
Shares14.3K
Event2026-06-30
Filed2026-07-24
JNK
1.13%STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
Shares35.4K
Event2026-06-30
Filed2026-07-24
ON SEMICONDUCTOR CORP COM
0.03%ON SEMICONDUCTOR CORP COM
Shares36.0K
Event2026-06-30
Filed2026-07-24
PULS
-6.92%PGIM ULTRA SHORT BOND ETF
Shares68.0K
Event2026-06-30
Filed2026-07-24
MRK
-1.26%MERCK & CO INC COM
Shares26.1K
Event2026-06-30
Filed2026-07-24
COF
87.64%CAPITAL ONE FINL CORP COM
Shares16.6K
Event2026-06-30
Filed2026-07-24
NVO
-1.19%NOVO-NORDISK A S ADR
Shares69.5K
Event2026-06-30
Filed2026-07-24
AMGN
NewAMGEN INC COM
Shares9.2K
Event2026-06-30
Filed2026-07-24
EAT
3.52%BRINKER INTL INC COM
Shares19.5K
Event2026-06-30
Filed2026-07-24
MTG
3.27%MGIC INVT CORP WIS COM
Shares116.3K
Event2026-06-30
Filed2026-07-24
PSI
-0.79%INVESCO SEMICONDUCTORS ETF
Shares17.3K
Event2026-06-30
Filed2026-07-24
CVX
0.72%CHEVRON CORPORATION COM
Shares19.6K
Event2026-06-30
Filed2026-07-24
TT
0.40%TRANE TECHNOLOGIES PLC SHS
Shares6.3K
Event2026-06-30
Filed2026-07-24
ORACLE CORP COM
-3.01%ORACLE CORP COM
Shares21.1K
Event2026-06-30
Filed2026-07-24
TRAVELERS COMPANIES INC COM
0.24%TRAVELERS COMPANIES INC COM
Shares9.2K
Event2026-06-30
Filed2026-07-24
IEMG
1.82%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares36.4K
Event2026-06-30
Filed2026-07-24
ISHARES CORE MSCI EAFE ETF
3.45%ISHARES CORE MSCI EAFE ETF
Shares30.9K
Event2026-06-30
Filed2026-07-24
BLK
2.14%BLACKROCK INC COM
Shares3.1K
Event2026-06-30
Filed2026-07-24
MS
1.29%MORGAN STANLEY COM NEW
Shares13.5K
Event2026-06-30
Filed2026-07-24
MNST
2.15%MONSTER BEVERAGE CORP NEW COM
Shares28.5K
Event2026-06-30
Filed2026-07-24
PG
3.08%PROCTER & GAMBLE CO COM
Shares18.4K
Event2026-06-30
Filed2026-07-24
WDAY
1121.51%WORKDAY INC CL A
Shares21.8K
Event2026-06-30
Filed2026-07-24
T
-0.21%AT&T INC COM
Shares128.7K
Event2026-06-30
Filed2026-07-24
VEEV
NewVEEVA SYS INC CL A COM
Shares15.0K
Event2026-06-30
Filed2026-07-24
IBM
1.37%INTERNATIONAL BUSINESS MACHS COM
Shares9.4K
Event2026-06-30
Filed2026-07-24
CHRW
3.01%C H ROBINSON WORLDWIDE IN COM NEW
Shares13.9K
Event2026-06-30
Filed2026-07-24
HAS
1.17%HASBRO INC COM
Shares31.3K
Event2026-06-30
Filed2026-07-24
OHI
-0.39%OMEGA HEALTHCARE INVS INC COM
Shares53.9K
Event2026-06-30
Filed2026-07-24
TFLO
-10.32%ISHARES TREASURY FLOATING RATE BOND ETF
Shares50.3K
Event2026-06-30
Filed2026-07-24
ABBVIE INC COM
5.44%ABBVIE INC COM
Shares10.1K
Event2026-06-30
Filed2026-07-24
SYF
3.99%SYNCHRONY FINANCIAL COM
Shares33.3K
Event2026-06-30
Filed2026-07-24
EWBC
-0.40%EAST WEST BANCORP INC COM
Shares19.5K
Event2026-06-30
Filed2026-07-24
NSC
0.04%NORFOLK SOUTHN CORP COM
Shares8.0K
Event2026-06-30
Filed2026-07-24
WFC
174.96%WELLS FARGO & CO COM
Shares30.3K
Event2026-06-30
Filed2026-07-24
SGOV
-9.85%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares24.5K
Event2026-06-30
Filed2026-07-24
APH
0.80%AMPHENOL CORP CL A
Shares13.9K
Event2026-06-30
Filed2026-07-24
UBER
1.39%UBER TECHNOLOGIES INC COM
Shares33.7K
Event2026-06-30
Filed2026-07-24
ISRG
-1.56%INTUITIVE SURGICAL INC COM NEW
Shares6.0K
Event2026-06-30
Filed2026-07-24
ACCENTURE PLC IRELAND SHS CLASS A
177.81%ACCENTURE PLC IRELAND SHS CLASS A
Shares18.5K
Event2026-06-30
Filed2026-07-24
CNC
110.56%CENTENE CORP DEL COM
Shares35.3K
Event2026-06-30
Filed2026-07-24
CSX
1.53%CSX CORP COM
Shares47.3K
Event2026-06-30
Filed2026-07-24
QQQ
2.91%INVESCO QQQ TRUST SERIES I
Shares3.0K
Event2026-06-30
Filed2026-07-24
CFG
3.91%CITIZENS FINL GROUP INC COM
Shares31.6K
Event2026-06-30
Filed2026-07-24
GRMN
-0.20%GARMIN LTD SHS
Shares9.3K
Event2026-06-30
Filed2026-07-24
CARR
NewCARRIER GLOBAL CORPORATION COM
Shares29.8K
Event2026-06-30
Filed2026-07-24
KNCT
0.11%INVESCO NEXT GEN CONNECTIVITY ETF
Shares10.3K
Event2026-06-30
Filed2026-07-24
RJF
2.07%RAYMOND JAMES FINL INC COM
Shares14.1K
Event2026-06-30
Filed2026-07-24
NOC
0.19%NORTHROP GRUMMAN CORP COM
Shares4.2K
Event2026-06-30
Filed2026-07-24
ATEN
1.46%A10 NETWORKS INC COM
Shares56.7K
Event2026-06-30
Filed2026-07-24
GILD
-0.15%GILEAD SCIENCES INC COM
Shares16.6K
Event2026-06-30
Filed2026-07-24
USB
380.54%US BANCORP COM NEW
Shares33.7K
Event2026-06-30
Filed2026-07-24
CMI
0.11%CUMMINS INC COM
Shares2.8K
Event2026-06-30
Filed2026-07-24
NEXTERA ENERGY INC COM
-0.89%NEXTERA ENERGY INC COM
Shares22.8K
Event2026-06-30
Filed2026-07-24
ETN
-0.26%EATON CORP PLC SHS
Shares4.6K
Event2026-06-30
Filed2026-07-24
XYZ
295.36%BLOCK INC CL A
Shares26.0K
Event2026-06-30
Filed2026-07-24
UNM
0.20%UNUM GROUP COM
Shares21.8K
Event2026-06-30
Filed2026-07-24
NKE
203.11%NIKE INC CL B
Shares47.2K
Event2026-06-30
Filed2026-07-24
SHOP
-0.10%SHOPIFY INC CL A SUB VTG SHS
Shares17.0K
Event2026-06-30
Filed2026-07-24
IMCG
1.26%ISHARES MORNINGSTAR MID-CAP GROWTH ETF
Shares19.7K
Event2026-06-30
Filed2026-07-24
CLS
1.79%CELESTICA INC COM
Shares5.3K
Event2026-06-30
Filed2026-07-24
DKS
-0.22%DICKS SPORTING GOODS INC COM
Shares8.5K
Event2026-06-30
Filed2026-07-24
MTSI
1.81%MACOM TECH SOLUTIONS HLDGS INC COM
Shares5.0K
Event2026-06-30
Filed2026-07-24
HPE
NewHEWLETT PACKARD ENTERPRISE CO COM
Shares41.9K
Event2026-06-30
Filed2026-07-24
NXP SEMICONDUCTORS N V COM
1.05%NXP SEMICONDUCTORS N V COM
Shares6.6K
Event2026-06-30
Filed2026-07-24
PEP
-9.84%PEPSICO INC COM
Shares13.6K
Event2026-06-30
Filed2026-07-24
CRM
0.40%SALESFORCE INC COM
Shares11.6K
Event2026-06-30
Filed2026-07-24
PPA
1.37%INVESCO AEROSPACE & DEFENSE ETF
Shares10.0K
Event2026-06-30
Filed2026-07-24
PBD
0.72%INVESCO GLOBAL CLEAN ENERGY ETF
Shares90.1K
Event2026-06-30
Filed2026-07-24
VRTX
-1.23%VERTEX PHARMACEUTICALS INC COM
Shares3.5K
Event2026-06-30
Filed2026-07-24
STRT
3.87%STRATTEC SEC CORP COM
Shares21.2K
Event2026-06-30
Filed2026-07-24
EXPE
1.11%EXPEDIA GROUP INC COM NEW
Shares6.7K
Event2026-06-30
Filed2026-07-24
LMT
-1.74%LOCKHEED MARTIN CORP COM
Shares3.3K
Event2026-06-30
Filed2026-07-24
HD
31.27%HOME DEPOT INC COM
Shares4.8K
Event2026-06-30
Filed2026-07-24
NBIX
3.60%NEUROCRINE BIOSCIENCES INC COM
Shares10.0K
Event2026-06-30
Filed2026-07-24
PTF
NewINVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF
Shares12.3K
Event2026-06-30
Filed2026-07-24
ORLY
NewOREILLY AUTOMOTIVE INC COM
Shares18.1K
Event2026-06-30
Filed2026-07-24
EXC
2.29%EXELON CORP COM
Shares35.1K
Event2026-06-30
Filed2026-07-24
YUM
2.14%YUM BRANDS INC COM
Shares10.1K
Event2026-06-30
Filed2026-07-24
VYM
-8.58%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares10.1K
Event2026-06-30
Filed2026-07-24
INTC
3.77%INTEL CORP COM
Shares11.4K
Event2026-06-30
Filed2026-07-24
USFD
2.99%US FOODS HLDG CORP COM
Shares15.6K
Event2026-06-30
Filed2026-07-24
GLD
0.00%SPDR GOLD SHARES
Shares4.3K
Event2026-06-30
Filed2026-07-24
IGPT
NewINVESCO AI AND NEXT GEN SOFTWARE ETF
Shares15.2K
Event2026-06-30
Filed2026-07-24
PKB
2.95%INVESCO BUILDING & CONSTRUCTION ETF
Shares14.1K
Event2026-06-30
Filed2026-07-24
UNP
-0.21%UNION PAC CORP COM
Shares5.8K
Event2026-06-30
Filed2026-07-24
AFG
NewAMERICAN FINANCIAL GROUP INC COM
Shares11.2K
Event2026-06-30
Filed2026-07-24
QSR
3.21%RESTAURANT BRANDS INTL INC COM
Shares21.3K
Event2026-06-30
Filed2026-07-24
LEMB
2.60%ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
Shares36.3K
Event2026-06-30
Filed2026-07-24
WMB
3.52%WILLIAMS COS INC COM
Shares20.6K
Event2026-06-30
Filed2026-07-24
EMHY
2.74%ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF
Shares36.9K
Event2026-06-30
Filed2026-07-24
IAC
NewPEOPLE INC COM NEW
Shares32.3K
Event2026-06-30
Filed2026-07-24
GHYG
2.08%ISHARES US & INTL HIGH YIELD CORP BOND ETF
Shares32.5K
Event2026-06-30
Filed2026-07-24
EMB
2.43%ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
Shares15.2K
Event2026-06-30
Filed2026-07-24
UNITEDHEALTH GROUP INC COM
0.98%UNITEDHEALTH GROUP INC COM
Shares3.5K
Event2026-06-30
Filed2026-07-24
VIG
-1.93%VANGUARD DIVIDEND APPRECIATION ETF
Shares6.1K
Event2026-06-30
Filed2026-07-24
CAH
437.69%CARDINAL HEALTH INC COM
Shares6.0K
Event2026-06-30
Filed2026-07-24
CEMB
3.28%ISHARES J.P. MORGAN EM CORPORATE BOND ETF
Shares31.1K
Event2026-06-30
Filed2026-07-24
B
4.50%BARRICK MNG CORP COM SHS
Shares38.5K
Event2026-06-30
Filed2026-07-24
DVOL
2.89%FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF
Shares38.6K
Event2026-06-30
Filed2026-07-24
QCOM
-21.85%QUALCOMM INC COM
Shares7.6K
Event2026-06-30
Filed2026-07-24
DE
1.33%DEERE & CO COM
Shares2.2K
Event2026-06-30
Filed2026-07-24
ADP
6.54%AUTOMATIC DATA PROCESSING INC COM
Shares6.1K
Event2026-06-30
Filed2026-07-24
MAR
0.96%MARRIOTT INTL INC NEW CL A
Shares3.6K
Event2026-06-30
Filed2026-07-24
QCLN
1.02%FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND
Shares21.5K
Event2026-06-30
Filed2026-07-24
FTXO
-31.49%FIRST TRUST NASDAQ BANK ETF
Shares31.8K
Event2026-06-30
Filed2026-07-24
AGILENT TECHNOLOGIES INC COM
0.75%AGILENT TECHNOLOGIES INC COM
Shares9.7K
Event2026-06-30
Filed2026-07-24
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS
NewASE TECHNOLOGY HLDG CO LTD SPONSORED ADS
Shares28.3K
Event2026-06-30
Filed2026-07-24
FAN
1.00%FIRST TRUST GLOBAL WIND ENERGY ETF
Shares50.9K
Event2026-06-30
Filed2026-07-24
PDP
NewINVESCO DORSEY WRIGHT MOMENTUM ETF
Shares8.3K
Event2026-06-30
Filed2026-07-24
PGR
9.09%PROGRESSIVE CORP COM
Shares5.7K
Event2026-06-30
Filed2026-07-24
CMCSA
-5.27%COMCAST CORP NEW CL A
Shares50.7K
Event2026-06-30
Filed2026-07-24
VANGUARD TOTAL STOCK MARKET ETF
0.95%VANGUARD TOTAL STOCK MARKET ETF
Shares3.2K
Event2026-06-30
Filed2026-07-24
GD
-4.26%GENERAL DYNAMICS CORP COM
Shares3.3K
Event2026-06-30
Filed2026-07-24
FXZ
1.79%FIRST TRUST MATERIALS ALPHADEX FUND
Shares14.8K
Event2026-06-30
Filed2026-07-24
AFL
3.97%AFLAC INC COM
Shares10.0K
Event2026-06-30
Filed2026-07-24
PLD
1.77%PROLOGIS INC. COM
Shares8.5K
Event2026-06-30
Filed2026-07-24
TXN
1.78%TEXAS INSTRS INC COM
Shares3.8K
Event2026-06-30
Filed2026-07-24
PSTL
7.19%POSTAL REALTY TRUST INC CL A
Shares45.3K
Event2026-06-30
Filed2026-07-24
BAH
NewBOOZ ALLEN HAMILTON HLDG CORP CL A
Shares18.3K
Event2026-06-30
Filed2026-07-24
ET
-4.82%ENERGY TRANSFER L P COM UT LTD PTN
Shares57.3K
Event2026-06-30
Filed2026-07-24
GEV
1.31%GE VERNOVA INC COM
Shares930
Event2026-06-30
Filed2026-07-24
DUK
9.80%DUKE ENERGY CORP NEW COM NEW
Shares8.5K
Event2026-06-30
Filed2026-07-24
FTXH
3.46%FIRST TRUST NASDAQ PHARMACEUTICALS ETF
Shares28.1K
Event2026-06-30
Filed2026-07-24
C
7.39%CITIGROUP INC COM NEW
Shares7.4K
Event2026-06-30
Filed2026-07-24
GE
9.34%GE AEROSPACE COM NEW
Shares2.8K
Event2026-06-30
Filed2026-07-24
ADI
1.73%ANALOG DEVICES INC COM
Shares2.6K
Event2026-06-30
Filed2026-07-24
BND
1.06%VANGUARD TOTAL BOND MARKET ETF
Shares14.0K
Event2026-06-30
Filed2026-07-24
AXP
-0.78%AMERICAN EXPRESS CO COM
Shares3.0K
Event2026-06-30
Filed2026-07-24
SBUX
1.02%STARBUCKS CORP COM
Shares10.0K
Event2026-06-30
Filed2026-07-24
DRH
3.22%DIAMONDROCK HOSPITALITY CO COM
Shares84.1K
Event2026-06-30
Filed2026-07-24
MTUM
2.79%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares2.9K
Event2026-06-30
Filed2026-07-24
LIBERTY MEDIA CORP DEL COM LBTY ONE S C
-21.16%LIBERTY MEDIA CORP DEL COM LBTY ONE S C
Shares10.6K
Event2026-06-30
Filed2026-07-24
BCS
-0.72%BARCLAYS PLC ADR
Shares37.0K
Event2026-06-30
Filed2026-07-24
COIN
-2.05%COINBASE GLOBAL INC COM CL A
Shares6.7K
Event2026-06-30
Filed2026-07-24
LLYVK
-3.78%LIBERTY LIVE HOLDINGS INC COM SHS SER C
Shares9.2K
Event2026-06-30
Filed2026-07-24
VGT
-15.79%VANGUARD INFORMATION TECHNOLOGY ETF
Shares8.2K
Event2026-06-30
Filed2026-07-24
AEP
69.74%AMERICAN ELEC PWR CO INC COM
Shares6.9K
Event2026-06-30
Filed2026-07-24
TMO
-6.85%THERMO FISHER SCIENTIFIC INC COM
Shares1.9K
Event2026-06-30
Filed2026-07-24
COWZ
-4.38%PACER US CASH COWS 100 ETF
Shares15.0K
Event2026-06-30
Filed2026-07-24
ALIBABA GROUP HLDG LTD SPONSORED ADS
1.76%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares9.7K
Event2026-06-30
Filed2026-07-24
VB
1.19%VANGUARD SMALL-CAP ETF
Shares3.1K
Event2026-06-30
Filed2026-07-24
TJX
4.15%TJX COS INC NEW COM
Shares6.1K
Event2026-06-30
Filed2026-07-24
REGN
-0.14%REGENERON PHARMACEUTICALS COM
Shares1.5K
Event2026-06-30
Filed2026-07-24
UGI
4.79%UGI CORP NEW COM
Shares26.3K
Event2026-06-30
Filed2026-07-24
TTM TECHNOLOGIES INC COM
3.51%TTM TECHNOLOGIES INC COM
Shares4.8K
Event2026-06-30
Filed2026-07-24
CL
4.50%COLGATE PALMOLIVE CO COM
Shares9.7K
Event2026-06-30
Filed2026-07-24
R
10.64%RYDER SYS INC COM
Shares3.3K
Event2026-06-30
Filed2026-07-24
LIN
3.68%LINDE PLC SHS
Shares1.7K
Event2026-06-30
Filed2026-07-24
MMC
-0.55%MARSH & MCLENNAN COS INC COM
Shares5.2K
Event2026-06-30
Filed2026-07-24
DVN
0.87%DEVON ENERGY CORP NEW COM
Shares21.1K
Event2026-06-30
Filed2026-07-24
ADSK
-4.31%AUTODESK INC COM
Shares4.4K
Event2026-06-30
Filed2026-07-24
MASTERCARD INCORPORATED CL A
-4.71%MASTERCARD INCORPORATED CL A
Shares1.7K
Event2026-06-30
Filed2026-07-24
MRVL
51.98%MARVELL TECHNOLOGY INC COM
Shares2.7K
Event2026-06-30
Filed2026-07-24
REZI
5.80%RESIDEO TECHNOLOGIES INC COM
Shares26.0K
Event2026-06-30
Filed2026-07-24
SNOWFLAKE INC COM SHS
-20.48%SNOWFLAKE INC COM SHS
Shares3.1K
Event2026-06-30
Filed2026-07-24
PNC
4.55%PNC FINL SVCS GROUP INC COM
Shares3.1K
Event2026-06-30
Filed2026-07-24
SCHW
-8.54%SCHWAB CHARLES CORP COM
Shares8.3K
Event2026-06-30
Filed2026-07-24
EW
8.66%EDWARDS LIFESCIENCES CORP COM
Shares8.4K
Event2026-06-30
Filed2026-07-24
JXN
9.67%JACKSON FINANCIAL INC COM CL A
Shares7.4K
Event2026-06-30
Filed2026-07-24
NVS
0.99%NOVARTIS AG SPONSORED ADR
Shares4.8K
Event2026-06-30
Filed2026-07-24
MUB
1.11%ISHARES NATIONAL MUNI BOND ETF
Shares6.9K
Event2026-06-30
Filed2026-07-24
VTHR
2.94%VANGUARD RUSSELL 3000 ETF
Shares2.2K
Event2026-06-30
Filed2026-07-24
ASML
-8.48%ASML HLDG NV N Y REGISTRY SHS
Shares367
Event2026-06-30
Filed2026-07-24
NDAQ
-7.67%NASDAQ INC COM
Shares9.2K
Event2026-06-30
Filed2026-07-24
PBR.A
NewPETROLEO BRASILEIRO S A SP ADR NON VTG
Shares48.5K
Event2026-06-30
Filed2026-07-24
NVT
-4.62%NVENT ELEC PLC SHS
Shares4.1K
Event2026-06-30
Filed2026-07-24
PSX
1.47%PHILLIPS 66 COM
Shares4.1K
Event2026-06-30
Filed2026-07-24
HONEYWELL INTL INC COM
NewHONEYWELL INTL INC COM
Shares3.1K
Event2026-06-30
Filed2026-07-24
ABT
9.42%ABBOTT LABORATORIES COM
Shares7.5K
Event2026-06-30
Filed2026-07-24
HONEYWELL AEROSPACE INC COM
NewHONEYWELL AEROSPACE INC COM
Shares3.1K
Event2026-06-30
Filed2026-07-24
ITW
0.64%ILLINOIS TOOL WKS INC COM
Shares2.5K
Event2026-06-30
Filed2026-07-24
IAU
0.00%ISHARES GOLD TRUST
Shares9.0K
Event2026-06-30
Filed2026-07-24
MSI
-2.52%MOTOROLA SOLUTIONS INC COM NEW
Shares1.6K
Event2026-06-30
Filed2026-07-24
SPG
1.23%SIMON PPTY GROUP INC NEW COM
Shares3.0K
Event2026-06-30
Filed2026-07-24
O
173.32%REALTY INCOME CORP COM
Shares10.6K
Event2026-06-30
Filed2026-07-24
EXPD
1.94%EXPEDITORS INTL WASH INC COM
Shares4.0K
Event2026-06-30
Filed2026-07-24
ALLEGION PLC ORD SHS
1.00%ALLEGION PLC ORD SHS
Shares4.5K
Event2026-06-30
Filed2026-07-24
DVY
-5.83%ISHARES SELECT DIVIDEND ETF
Shares4.0K
Event2026-06-30
Filed2026-07-24
BP
-10.61%BP PLC SPONSORED ADR
Shares17.0K
Event2026-06-30
Filed2026-07-24
SOUTHERN CO COM
0.68%SOUTHERN CO COM
Shares6.5K
Event2026-06-30
Filed2026-07-24
FREEPORT MCMORAN INC CL B
8.11%FREEPORT MCMORAN INC CL B
Shares9.9K
Event2026-06-30
Filed2026-07-24
IWR
11.81%ISHARES RUSSELL MIDCAP ETF
Shares5.6K
Event2026-06-30
Filed2026-07-24
PALANTIR TECHNOLOGIES INC CL A
8.56%PALANTIR TECHNOLOGIES INC CL A
Shares5.3K
Event2026-06-30
Filed2026-07-24
IJR
3.26%ISHARES CORE S&P SMALL CAP ETF
Shares4.1K
Event2026-06-30
Filed2026-07-24
XLK
11.54%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares3.1K
Event2026-06-30
Filed2026-07-24
SEIC
0.01%SEI INVTS CO COM
Shares6.8K
Event2026-06-30
Filed2026-07-24
HWM
2.42%HOWMET AEROSPACE INC COM
Shares2.2K
Event2026-06-30
Filed2026-07-24
HLT
2.19%HILTON WORLDWIDE HLDGS INC COM
Shares1.8K
Event2026-06-30
Filed2026-07-24
UBS
1.34%UBS GROUP AG SHS
Shares11.7K
Event2026-06-30
Filed2026-07-24
TPR
6.43%TAPESTRY INC COM
Shares4.0K
Event2026-06-30
Filed2026-07-24
MET
1.38%METLIFE INC COM
Shares6.8K
Event2026-06-30
Filed2026-07-24
TMUS
3.62%T-MOBILE US INC COM
Shares3.4K
Event2026-06-30
Filed2026-07-24
GRID
-0.40%FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares3.0K
Event2026-06-30
Filed2026-07-24
PM
4.63%PHILIP MORRIS INTL INC COM
Shares3.1K
Event2026-06-30
Filed2026-07-24
CCJ
0.00%CAMECO CORP COM
Shares5.5K
Event2026-06-30
Filed2026-07-24
COP
14.13%CONOCOPHILLIPS COM
Shares5.3K
Event2026-06-30
Filed2026-07-24
WASTE MGMT INC DEL COM
2.88%WASTE MGMT INC DEL COM
Shares2.5K
Event2026-06-30
Filed2026-07-24
CHUBB LIMITED COM
1.45%CHUBB LIMITED COM
Shares1.6K
Event2026-06-30
Filed2026-07-24
OMC
0.83%OMNICOM GROUP INC COM
Shares7.5K
Event2026-06-30
Filed2026-07-24
TM
10.49%TOYOTA MOTOR CORP ADS
Shares3.2K
Event2026-06-30
Filed2026-07-24
KMI
1.64%KINDER MORGAN INC DEL COM
Shares16.6K
Event2026-06-30
Filed2026-07-24
SYY
7.83%SYSCO CORP COM
Shares6.3K
Event2026-06-30
Filed2026-07-24
ARW
0.00%ARROW ELECTRS INC COM
Shares2.4K
Event2026-06-30
Filed2026-07-24
SNDK
3.20%SANDISK CORP COM
Shares226
Event2026-06-30
Filed2026-07-24
AIR
4.77%AAR CORP COM
Shares3.6K
Event2026-06-30
Filed2026-07-24
ASTRAZENECA PLC ORD
1.32%ASTRAZENECA PLC ORD
Shares2.6K
Event2026-06-30
Filed2026-07-24
DATADOG INC CL A COM
-23.49%DATADOG INC CL A COM
Shares1.9K
Event2026-06-30
Filed2026-07-24
DHR
-22.58%DANAHER CORP DEL COM
Shares2.6K
Event2026-06-30
Filed2026-07-24
FDN
-0.38%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares1.8K
Event2026-06-30
Filed2026-07-24
FMB
-6.13%FIRST TRUST MANAGED MUNICIPAL ETF
Shares9.4K
Event2026-06-30
Filed2026-07-24
VDE
1.82%VANGUARD ENERGY ETF
Shares3.2K
Event2026-06-30
Filed2026-07-24
IYW
0.00%ISHARES U.S. TECHNOLOGY ETF
Shares1.9K
Event2026-06-30
Filed2026-07-24
COWG
18.21%PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
Shares11.8K
Event2026-06-30
Filed2026-07-24
TROW
3.21%PRICE T ROWE GROUP INC COM
Shares4.1K
Event2026-06-30
Filed2026-07-24
ADM
68.63%ARCHER DANIELS MIDLAND CO COM
Shares6.0K
Event2026-06-30
Filed2026-07-24
S&P GLOBAL INC COM
40.05%S&P GLOBAL INC COM
Shares1.1K
Event2026-06-30
Filed2026-07-24
QUANTA SVCS INC COM
-0.32%QUANTA SVCS INC COM
Shares625
Event2026-06-30
Filed2026-07-24
DOV
2.72%DOVER CORP COM
Shares2.0K
Event2026-06-30
Filed2026-07-24
CVS
8.57%CVS HEALTH CORP COM
Shares4.2K
Event2026-06-30
Filed2026-07-24
CIBR
0.02%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares4.8K
Event2026-06-30
Filed2026-07-24
KGC
11.90%KINROSS GOLD CORP COM
Shares18.0K
Event2026-06-30
Filed2026-07-24
TOL
4.13%TOLL BROTHERS INC COM
Shares2.6K
Event2026-06-30
Filed2026-07-24
IJJ
0.00%ISHARES S&P MID-CAP 400 VALUE ETF
Shares2.9K
Event2026-06-30
Filed2026-07-24
WEC
-0.49%WEC ENERGY GROUP INC COM
Shares3.6K
Event2026-06-30
Filed2026-07-24
HSBC
1.76%HSBC HLDGS PLC SPON ADR NEW
Shares4.3K
Event2026-06-30
Filed2026-07-24
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
NewSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares422
Event2026-06-30
Filed2026-07-24
DLR
0.89%DIGITAL RLTY TR INC COM
Shares2.3K
Event2026-06-30
Filed2026-07-24
ELV
-9.81%ELEVANCE HEALTH INC FORMERLY A COM
Shares1.0K
Event2026-06-30
Filed2026-07-24
SNX
5.93%TD SYNNEX CORPORATION COM
Shares1.5K
Event2026-06-30
Filed2026-07-24
DOMINION ENERGY INC COM
-0.75%DOMINION ENERGY INC COM
Shares5.7K
Event2026-06-30
Filed2026-07-24
BMO
0.69%BANK MONTREAL MEDIUM COM
Shares2.2K
Event2026-06-30
Filed2026-07-24
DVA
-2.14%DAVITA INC COM
Shares1.7K
Event2026-06-30
Filed2026-07-24
PSA
2.89%PUBLIC STORAGE COM
Shares1.2K
Event2026-06-30
Filed2026-07-24
VUG
3.98%VANGUARD GROWTH ETF
Shares4.4K
Event2026-06-30
Filed2026-07-24
WDC
-2.34%WESTERN DIGITAL CORP COM
Shares585
Event2026-06-30
Filed2026-07-24
TFC
NewTRUIST FINL CORP COM
Shares7.5K
Event2026-06-30
Filed2026-07-24
MO
3.69%ALTRIA GROUP INC COM
Shares5.2K
Event2026-06-30
Filed2026-07-24
VTEB
3.04%VANGUARD TAX-EXEMPT BOND ETF
Shares7.3K
Event2026-06-30
Filed2026-07-24
NEM
-4.42%NEWMONT CORP COM
Shares3.9K
Event2026-06-30
Filed2026-07-24
ROYAL CARIBBEAN GROUP COM
-3.71%ROYAL CARIBBEAN GROUP COM
Shares1.1K
Event2026-06-30
Filed2026-07-24
FLEX
-4.66%FLEX LTD ORD
Shares2.2K
Event2026-06-30
Filed2026-07-24
HSY
NewHERSHEY CO COM
Shares2.0K
Event2026-06-30
Filed2026-07-24
KEYS
1.53%KEYSIGHT TECHNOLOGIES INC COM
Shares997
Event2026-06-30
Filed2026-07-24
SHEL
-8.90%SHELL PLC SPON ADS
Shares4.4K
Event2026-06-30
Filed2026-07-24
ING
1.41%ING GROEP N.V. SPONSORED ADR
Shares10.5K
Event2026-06-30
Filed2026-07-24
BKNG
10.44%BOOKING HOLDINGS INC COM
Shares1.9K
Event2026-06-30
Filed2026-07-24
JOHNSON CTLS INTL PLC SHS
3.12%JOHNSON CTLS INTL PLC SHS
Shares2.2K
Event2026-06-30
Filed2026-07-24
BANCO SANTANDER SA ADR
4.18%BANCO SANTANDER SA ADR
Shares23.3K
Event2026-06-30
Filed2026-07-24
EQIX
2.70%EQUINIX INC COM
Shares304
Event2026-06-30
Filed2026-07-24
FITB
2.53%FIFTH THIRD BANCORP COM
Shares5.6K
Event2026-06-30
Filed2026-07-24
ZION
0.00%ZIONS BANCORPORATION NATL ASSN COM
Shares4.5K
Event2026-06-30
Filed2026-07-24
VICI
0.69%VICI PPTYS INC COM
Shares11.6K
Event2026-06-30
Filed2026-07-24
NUE
-3.40%NUCOR CORP COM
Shares1.4K
Event2026-06-30
Filed2026-07-24
LNG
2.43%CHENIERE ENERGY INC COM NEW
Shares1.3K
Event2026-06-30
Filed2026-07-24
EIX
-2.82%EDISON INTL COM
Shares4.0K
Event2026-06-30
Filed2026-07-24
SHW
-5.14%SHERWIN WILLIAMS CO COM
Shares867
Event2026-06-30
Filed2026-07-24
FI
-14.93%FISERV INC COM
Shares6.1K
Event2026-06-30
Filed2026-07-24
AER
7.49%AERCAP HOLDINGS NV SHS
Shares2.0K
Event2026-06-30
Filed2026-07-24
CLOUDFLARE INC CL A COM
11.67%CLOUDFLARE INC CL A COM
Shares1.2K
Event2026-06-30
Filed2026-07-24
YUMC
NewYUM CHINA HLDGS INC COM
Shares7.1K
Event2026-06-30
Filed2026-07-24
FXU
-79.81%FIRST TRUST UTILITIES ALPHADEX FUND
Shares5.9K
Event2026-06-30
Filed2026-07-24
NBIS
NewNEBIUS GROUP N.V. SHS CLASS A
Shares1.0K
Event2026-06-30
Filed2026-07-24
EBAY
3.28%EBAY INC. COM
Shares2.6K
Event2026-06-30
Filed2026-07-24
ILMN
-22.03%ILLUMINA INC COM
Shares1.6K
Event2026-06-30
Filed2026-07-24
FHN
0.00%FIRST HORIZON CORPORATION COM
Shares11.0K
Event2026-06-30
Filed2026-07-24
PHM
12.86%PULTE GROUP INC COM
Shares2.1K
Event2026-06-30
Filed2026-07-24
ILCG
0.00%ISHARES MORNINGSTAR GROWTH ETF
Shares2.4K
Event2026-06-30
Filed2026-07-24
SLF
0.45%SUN LIFE FINANCIAL INC. COM
Shares3.6K
Event2026-06-30
Filed2026-07-24
GRANITE CONSTR INC COM
NewGRANITE CONSTR INC COM
Shares1.8K
Event2026-06-30
Filed2026-07-24
AMT
-0.47%AMERICAN TOWER CORP COM
Shares1.7K
Event2026-06-30
Filed2026-07-24
IREN
0.00%IREN LIMITED ORDINARY SHARES
Shares6.0K
Event2026-06-30
Filed2026-07-24
AON
-5.41%AON PLC SHS CL A
Shares822
Event2026-06-30
Filed2026-07-24
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
-0.13%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares6.0K
Event2026-06-30
Filed2026-07-24
ZM
-36.47%ZOOM COMMUNICATIONS INC CL A
Shares3.1K
Event2026-06-30
Filed2026-07-24
AVY
2.30%AVERY DENNISON CORP COM
Shares1.6K
Event2026-06-30
Filed2026-07-24
BX
5.57%BLACKSTONE INC COM
Shares2.3K
Event2026-06-30
Filed2026-07-24
CNQ
0.00%CANADIAN NAT RES LTD MED TERM COM
Shares6.7K
Event2026-06-30
Filed2026-07-24
Q
2.29%QNITY ELECTRONICS INC COMMON STOCK
Shares1.6K
Event2026-06-30
Filed2026-07-24
PFG
6.43%PRINCIPAL FINANCIAL GROUP INC COM
Shares2.4K
Event2026-06-30
Filed2026-07-24
BATRK
0.00%ATLANTA BRAVES HLDGS INC COM SER C
Shares5.0K
Event2026-06-30
Filed2026-07-24
WRB
7.51%BERKLEY W R CORP COM
Shares3.7K
Event2026-06-30
Filed2026-07-24
BMY
4.69%BRISTOL-MYERS SQUIBB CO COM
Shares4.5K
Event2026-06-30
Filed2026-07-24
APOLLO GLOBAL MGMT INC COM
1.94%APOLLO GLOBAL MGMT INC COM
Shares2.2K
Event2026-06-30
Filed2026-07-24
FVD
0.00%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares5.2K
Event2026-06-30
Filed2026-07-24
IWF
300.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares2.0K
Event2026-06-30
Filed2026-07-24
PFE
-14.00%PFIZER INC COM
Shares10.4K
Event2026-06-30
Filed2026-07-24
VTR
0.47%VENTAS INC COM
Shares2.8K
Event2026-06-30
Filed2026-07-24
FDX
5.20%FEDEX CORP COM
Shares789
Event2026-06-30
Filed2026-07-24
IJK
0.00%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares2.1K
Event2026-06-30
Filed2026-07-24
FAST
1.08%FASTENAL CO COM
Shares5.1K
Event2026-06-30
Filed2026-07-24
FCNCA
-0.85%FIRST CTZNS BANCSHARES INC DEL CL A
Shares116
Event2026-06-30
Filed2026-07-24
MPWR
-2.26%MONOLITHIC PWR SYS INC COM
Shares173
Event2026-06-30
Filed2026-07-24
CI
3.86%THE CIGNA GROUP COM
Shares861
Event2026-06-30
Filed2026-07-24
FDS
-0.39%FACTSET RESH SYS INC COM
Shares1.0K
Event2026-06-30
Filed2026-07-24
SPYD
0.00%STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
Shares4.9K
Event2026-06-30
Filed2026-07-24
DUPONT DE NEMOURS INC COMMON STOCK
NewDUPONT DE NEMOURS INC COMMON STOCK
Shares1.7K
Event2026-06-30
Filed2026-07-24
UL
2.04%UNILEVER PLC SPON ADR NEW
Shares3.8K
Event2026-06-30
Filed2026-07-24
FNB
0.00%F N B CORP COM
Shares12.0K
Event2026-06-30
Filed2026-07-24
FIX
NewCOMFORT SYS USA INC COM
Shares115
Event2026-06-30
Filed2026-07-24
GPI
1.45%GROUP 1 AUTOMOTIVE INC COM
Shares771
Event2026-06-30
Filed2026-07-24
VBK
0.00%VANGUARD SMALL-CAP GROWTH ETF
Shares610
Event2026-06-30
Filed2026-07-24
STLD
6.84%STEEL DYNAMICS INC COM
Shares969
Event2026-06-30
Filed2026-07-24
MATX
0.00%MATSON INC COM
Shares1.1K
Event2026-06-30
Filed2026-07-24
VEA
0.00%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares3.1K
Event2026-06-30
Filed2026-07-24
JEPI
0.00%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares3.9K
Event2026-06-30
Filed2026-07-24
TDY
-6.61%TELEDYNE TECHNOLOGIES INC COM
Shares325
Event2026-06-30
Filed2026-07-24
SCHA
NewSCHWAB U.S. SMALL-CAP ETF
Shares6.0K
Event2026-06-30
Filed2026-07-24
SPMD
0.00%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares3.2K
Event2026-06-30
Filed2026-07-24
SCHD
0.07%SCHWAB US DIVIDEND EQUITY ETF
Shares6.8K
Event2026-06-30
Filed2026-07-24
ETR
0.43%ENTERGY CORP NEW COM
Shares1.9K
Event2026-06-30
Filed2026-07-24
VSNT
-0.20%VERSANT MEDIA GROUP INC COM CL A
Shares5.9K
Event2026-06-30
Filed2026-07-24
DHI
NewD R HORTON INC COM
Shares1.3K
Event2026-06-30
Filed2026-07-24
DIA
NewSTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares402
Event2026-06-30
Filed2026-07-24
XEL
-1.03%XCEL ENERGY INC COM
Shares2.6K
Event2026-06-30
Filed2026-07-24
FTNT
NewFORTINET INC COM
Shares1.4K
Event2026-06-30
Filed2026-07-24
CORTEVA INC COM
NewCORTEVA INC COM
Shares2.4K
Event2026-06-30
Filed2026-07-24
CME
-13.07%CME GROUP INC COM
Shares938
Event2026-06-30
Filed2026-07-24
VGK
0.00%VANGUARD FTSE EUROPE ETF
Shares2.3K
Event2026-06-30
Filed2026-07-24
ERIC
0.00%TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10
Shares18.5K
Event2026-06-30
Filed2026-07-24
HLI
0.00%HOULIHAN LOKEY INC CL A
Shares1.5K
Event2026-06-30
Filed2026-07-24
VMC
-2.67%VULCAN MATLS CO COM
Shares693
Event2026-06-30
Filed2026-07-24
ED
NewCONSOLIDATED EDISON INC COM
Shares1.8K
Event2026-06-30
Filed2026-07-24
DTE
NewDTE ENERGY CO COM
Shares1.3K
Event2026-06-30
Filed2026-07-24
FTGC
0.00%FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
Shares7.5K
Event2026-06-30
Filed2026-07-24
TXRH
NewTEXAS ROADHOUSE INC COM
Shares1.0K
Event2026-06-30
Filed2026-07-24
TER
NewTERADYNE INC COM
Shares416
Event2026-06-30
Filed2026-07-24
CELCUITY INC COM
-3.33%CELCUITY INC COM
Shares1.9K
Event2026-06-30
Filed2026-07-24
OCSL
0.00%OAKTREE SPECIALTY LENDING COM
Shares16.5K
Event2026-06-30
Filed2026-07-24
HBAN
NewHUNTINGTON BANCSHARES INC COM
Shares10.9K
Event2026-06-30
Filed2026-07-24
CRPT
0.00%FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF
Shares11.2K
Event2026-06-30
Filed2026-07-24
KEEL INFRASTRUCTURE CORP COM SHS
0.00%KEEL INFRASTRUCTURE CORP COM SHS
Shares19.2K
Event2026-06-30
Filed2026-07-24
DIGI PWR X INC COM SUB VTG
0.00%DIGI PWR X INC COM SUB VTG
Shares20.0K
Event2026-06-30
Filed2026-07-24
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
AAPL Put
NewAPPLE INC COM
Shares10.2K
Event2026-06-30
Filed2026-07-24