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The Analysis of NORTHWEST WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, NORTHWEST WEALTH MANAGEMENT, LLC holds 265 types of securities in its portfolio with a total value $758.1M. In the most recent quarter, they have increased their positions in VGIT (+140.7K shares, valued at $8.3M), ITOT (+26.3K shares, valued at $4.3M), DFSD (+85.3K shares, valued at $4.1M); decreased their positions in N/A (-3.2K shares, valued at $1.2M), SNDK (-386 shares, valued at $877.7K), INTC (-4.8K shares, valued at $666.6K); initiated new positions in N/A (+1.3K shares, valued at $938.5K), VTEB (+10.9K shares, valued at $550.4K), SCHD (+16.4K shares, valued at $519.8K).

1M P&L

+19.4M+2.75%

3M P&L

+11.3M+1.59%

HY P&L

+41.4M+6.08%

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/A593.7M

83.6%

2Semiconductors19.2M

2.7%

3Consumer Electronics11.4M

1.6%

Top Industries by Stock Count

1N/A103 stocks

44.2%

2Software - Infrastructure6 stocks

2.6%

3Semiconductors6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGIT VANGUARD SCOTTSDALE FDS1.2M shares13.54%2026-06-302026-07-13

ITOT ISHARES TR403.8K shares6.97%2026-06-302026-07-13

DFAC DIMENSIONAL ETF TRUST1.3M shares1.62%2026-06-302026-07-13

DFSD DIMENSIONAL ETF TRUST640.2K shares15.36%2026-06-302026-07-13

VTIP VANGUARD MALVERN FDS599.3K shares9.62%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS76.3K shares-4.04%2026-06-302026-07-13

AVDV AMERICAN CENTY ETF TR259.0K shares5.56%2026-06-302026-07-13

AVUV AMERICAN CENTY ETF TR212.5K shares7.90%2026-06-302026-07-13

Sponsored

IDEV ISHARES TR258.3K shares5.63%2026-06-302026-07-13

DFEM DIMENSIONAL ETF TRUST376.0K shares8.74%2026-06-302026-07-13

VGSH VANGUARD SCOTTSDALE FDS257.1K shares1.57%2026-06-302026-07-13

DFUS DIMENSIONAL ETF TRUST176.2K shares-2.49%2026-06-302026-07-13

AVEM AMERICAN CENTY ETF TR128.7K shares-3.47%2026-06-302026-07-13

DFAI DIMENSIONAL ETF TRUST287.9K shares5.88%2026-06-302026-07-13

DFIV DIMENSIONAL ETF TRUST216.5K shares1.05%2026-06-302026-07-13

NVDA NVIDIA CORPORATION57.7K shares-0.18%2026-06-302026-07-13

Sponsored

AAPL APPLE INC39.3K shares1.22%2026-06-302026-07-13

AVSC AMERICAN CENTY ETF TR149.1K shares5.13%2026-06-302026-07-13

AVDE AMERICAN CENTY ETF TR122.0K shares-0.36%2026-06-302026-07-13

AVUS AMERICAN CENTY ETF TR75.6K shares-3.78%2026-06-302026-07-13

DFUV DIMENSIONAL ETF TRUST139.1K shares2.40%2026-06-302026-07-13

TSLA TESLA INC17.7K shares6.31%2026-06-302026-07-13

DFAT DIMENSIONAL ETF TRUST102.3K shares-2.19%2026-06-302026-07-13

DIHP DIMENSIONAL ETF TRUST205.2K shares5.47%2026-06-302026-07-13

Sponsored

IEMG ISHARES INC81.4K shares-2.95%2026-06-302026-07-13

SLYV SPDR SERIES TRUST60.7K shares-1.38%2026-06-302026-07-13

BSVO EA SERIES TRUST218.9K shares-0.72%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL11.2K shares4.47%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS77.4K shares-2.59%2026-06-302026-07-13

DUHP DIMENSIONAL ETF TRUST124.3K shares6.55%2026-06-302026-07-13

AMZN AMAZON COM INC21.3K shares-0.27%2026-06-302026-07-13

DFCF DIMENSIONAL ETF TRUST114.0K shares2.69%2026-06-302026-07-13

Sponsored

DISV DIMENSIONAL ETF TRUST119.1K shares-3.87%2026-06-302026-07-13

EFV ISHARES TR62.2K shares-0.22%2026-06-302026-07-13

IWN ISHARES TR20.7K shares0.00%2026-06-302026-07-13

DFIC DIMENSIONAL ETF TRUST119.9K shares-1.27%2026-06-302026-07-13

DFAE DIMENSIONAL ETF TRUST106.7K shares-5.35%2026-06-302026-07-13

CASY CASEYS GEN STORES INC5.3K shares0.84%2026-06-302026-07-13

DFGR DIMENSIONAL ETF TRUST126.5K shares1.92%2026-06-302026-07-13

MSFT MICROSOFT CORP9.4K shares-5.46%2026-06-302026-07-13

Sponsored

ETN EATON CORP PLC8.1K shares-3.07%2026-06-302026-07-13

SPDW SPDR INDEX SHS FDS64.2K shares-4.04%2026-06-302026-07-13

DFAX DIMENSIONAL ETF TRUST84.5K shares-0.97%2026-06-302026-07-13

VBR VANGUARD INDEX FDS12.7K shares-1.14%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC2.7K shares-5.22%2026-06-302026-07-13

VTV VANGUARD INDEX FDS14.1K shares-4.23%2026-06-302026-07-13

DFSV DIMENSIONAL ETF TRUST77.8K shares-6.15%2026-06-302026-07-13

GOOG ALPHABET INC8.2K shares-1.76%2026-06-302026-07-13

Sponsored

WMT WALMART INC23.8K shares-2.98%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.8K shares0.58%2026-06-302026-07-13

SPTM SPDR SERIES TRUST27.4K shares-0.40%2026-06-302026-07-13

ISHARES TR ISHARES TR22.8K shares1.17%2026-06-302026-07-13

VOO VANGUARD INDEX FDS3.2K shares1.60%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC3.5K shares4.73%2026-06-302026-07-13

INTC INTEL CORP14.4K shares-24.95%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F32.7K shares-3.54%2026-06-302026-07-13

Sponsored

DFNM DIMENSIONAL ETF TRUST38.5K shares3.80%2026-06-302026-07-13

VEU VANGUARD INTL EQUITY INDEX F20.9K shares-3.98%2026-06-302026-07-13

EEM ISHARES TR25.5K shares0.00%2026-06-302026-07-13

BSV VANGUARD BD INDEX FDS22.4K shares-1.76%2026-06-302026-07-13

FNDF SCHWAB STRATEGIC TR32.8K shares0.73%2026-06-302026-07-13

FNDC SCHWAB STRATEGIC TR34.7K shares0.16%2026-06-302026-07-13

AVLV AMERICAN CENTY ETF TR17.3K shares-0.92%2026-06-302026-07-13

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-13

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP10.8K shares-4.83%2026-06-302026-07-13

ISHARES TR ISHARES TR1.9K shares8.11%2026-06-302026-07-13

DE DEERE & CO2.0K shares-0.10%2026-06-302026-07-13

GOOGL ALPHABET INC3.6K shares2.25%2026-06-302026-07-13

WFC WELLS FARGO & CO15.1K shares23.00%2026-06-302026-07-13

LLY ELI LILLY & CO1.0K shares-0.77%2026-06-302026-07-13

UNP UNION PAC CORP4.5K shares0.13%2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS5.1K shares7.82%2026-06-302026-07-13

Sponsored

DFAU DIMENSIONAL ETF TRUST23.1K shares-1.81%2026-06-302026-07-13

WDC WESTERN DIGITAL CORP1.9K shares-27.52%2026-06-302026-07-13

AOA ISHARES TR12.1K shares-0.72%2026-06-302026-07-13

IWM ISHARES TR3.8K shares0.00%2026-06-302026-07-13

QQQ INVESCO QQQ TR1.5K shares0.00%2026-06-302026-07-13

FIX COMFORT SYS USA INC561 shares-0.36%2026-06-302026-07-13

AVIG AMERICAN CENTY ETF TR24.7K shares-15.50%2026-06-302026-07-13

MRK MERCK & CO INC7.9K shares-0.11%2026-06-302026-07-13

Sponsored

META PLATFORMS INC META PLATFORMS INC1.8K shares3.42%2026-06-302026-07-13

BROADCOM INC BROADCOM INC2.6K shares0.74%2026-06-302026-07-13

VUG VANGUARD INDEX FDS11.3K shares486.50%2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC1.3K sharesnew addition2026-06-302026-07-13

USB US BANCORP15.1K shares-0.15%2026-06-302026-07-13

CNC CENTENE CORP DEL14.0K shares-11.61%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON3.4K shares1.36%2026-06-302026-07-13

IUSV ISHARES TR7.8K shares-3.38%2026-06-302026-07-13

Sponsored

VNQ VANGUARD INDEX FDS8.8K shares-0.97%2026-06-302026-07-13

GEV GE VERNOVA INC716 shares-1.24%2026-06-302026-07-13

EMLP FIRST TR EXCHANGE-TRADED FD19.1K shares0.22%2026-06-302026-07-13

SNDK SANDISK CORP344 shares-52.88%2026-06-302026-07-13

VUSB VANGUARD BD INDEX FDS15.6K shares-6.76%2026-06-302026-07-13

GE GE AEROSPACE2.0K shares0.54%2026-06-302026-07-13

SPEM SPDR INDEX SHS FDS14.7K shares0.49%2026-06-302026-07-13

EIX EDISON INTL10.1K shares0.14%2026-06-302026-07-13

Sponsored

IJS ISHARES TR5.3K shares0.13%2026-06-302026-07-13

BMY BRISTOL-MYERS SQUIBB CO12.5K shares-4.95%2026-06-302026-07-13

GLW CORNING INC2.8K shares-1.35%2026-06-302026-07-13

NEM NEWMONT CORP7.5K shares-0.19%2026-06-302026-07-13

AOR ISHARES TR9.7K shares-7.80%2026-06-302026-07-13

DFIP DIMENSIONAL ETF TRUST16.3K shares-1.46%2026-06-302026-07-13

CHUBB LIMITED CHUBB LIMITED1.9K shares-4.78%2026-06-302026-07-13

STIP ISHARES TR6.4K shares-5.48%2026-06-302026-07-13

Sponsored

ECL ECOLAB INC2.3K shares-8.73%2026-06-302026-07-13

VT VANGUARD INTL EQUITY INDEX F4.0K shares-4.09%2026-06-302026-07-13

PEP PEPSICO INC4.6K shares-4.95%2026-06-302026-07-13

ABNB AIRBNB INC4.3K shares-13.53%2026-06-302026-07-13

LRCX LAM RESEARCH CORP1.4K shares0.00%2026-06-302026-07-13

FDX FEDEX CORP1.9K shares0.00%2026-06-302026-07-13

VANECK ETF TRUST VANECK ETF TRUST7.6K shares0.11%2026-06-302026-07-13

PCG PG&E CORP33.9K shares-5.07%2026-06-302026-07-13

Sponsored

SHY ISHARES TR6.8K shares-6.40%2026-06-302026-07-13

FTI TECHNIPFMC PLC8.4K shares0.00%2026-06-302026-07-13

PII POLARIS INC8.1K shares42.48%2026-06-302026-07-13

DAL DELTA AIR LINES INC5.9K shares-0.12%2026-06-302026-07-13

PH PARKER-HANNIFIN CORP567 shares0.35%2026-06-302026-07-13

UCON FIRST TR EXCHNG TRADED FD VI22.1K shares0.00%2026-06-302026-07-13

VTEB VANGUARD MUN BD FDS10.9K sharesnew addition2026-06-302026-07-13

FREEPORT MCMORAN INC FREEPORT MCMORAN INC8.7K shares-0.01%2026-06-302026-07-13

Sponsored

JBHT HUNT J B TRANS SVCS INC1.9K shares0.00%2026-06-302026-07-13

FPE FIRST TR EXCH TRADED FD III30.3K shares-18.27%2026-06-302026-07-13

FTSL FIRST TR EXCHANGE-TRADED FD12.0K shares-4.64%2026-06-302026-07-13

VB VANGUARD INDEX FDS1.8K shares0.91%2026-06-302026-07-13

RDVY FIRST TR EXCHANGE TRADED FD6.5K shares0.00%2026-06-302026-07-13

TIP ISHARES TR4.8K shares-12.62%2026-06-302026-07-13

SCHD SCHWAB STRATEGIC TR16.4K sharesnew addition2026-06-302026-07-13

GM GENERAL MTRS CO6.7K shares-0.01%2026-06-302026-07-13

Sponsored

VRT VERTIV HOLDINGS CO1.5K shares-0.71%2026-06-302026-07-13

PM PHILIP MORRIS INTL INC2.8K shares8.78%2026-06-302026-07-13

VRP INVESCO EXCH TRADED FD TR II20.8K shares-18.16%2026-06-302026-07-13

PNC PNC FINL SVCS GROUP INC2.0K shares0.10%2026-06-302026-07-13

LNT ALLIANT ENERGY CORP6.5K shares-0.23%2026-06-302026-07-13

ORACLE CORP ORACLE CORP3.4K shares0.69%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T656 shares-1.50%2026-06-302026-07-13

PSX PHILLIPS 662.9K shares1.63%2026-06-302026-07-13

Sponsored

C CITIGROUP INC3.4K shares0.03%2026-06-302026-07-13

CVX CHEVRON CORPORATION2.8K shares49.23%2026-06-302026-07-13

COF CAPITAL ONE FINL CORP2.3K shares48.04%2026-06-302026-07-13

HD HOME DEPOT INC1.3K shares23.14%2026-06-302026-07-13

TER TERADYNE INC950 shares0.00%2026-06-302026-07-13

PANW PALO ALTO NETWORKS INC1.3K shares-0.89%2026-06-302026-07-13

ABBVIE INC ABBVIE INC1.8K shares18.54%2026-06-302026-07-13

CAT CATERPILLAR INC425 shares0.00%2026-06-302026-07-13

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION481 shares-2.04%2026-06-302026-07-13

APH AMPHENOL CORP2.5K shares-11.64%2026-06-302026-07-13

VRSN VERISIGN INC1.8K shares10.64%2026-06-302026-07-13

ALPS ETF TR ALPS ETF TR8.5K shares-1.07%2026-06-302026-07-13

BIV VANGUARD BD INDEX FDS5.7K shares1.94%2026-06-302026-07-13

CEF SPROTT ASSET MANAGEMENT LP10.7K shares0.00%2026-06-302026-07-13

IEI ISHARES TR3.7K shares-6.88%2026-06-302026-07-13

RSP INVESCO EXCHANGE TRADED FD T2.0K shares-9.81%2026-06-302026-07-13

Sponsored

ILMN ILLUMINA INC2.4K shares-3.14%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.6K shares-14.05%2026-06-302026-07-13

SHM SPDR SERIES TRUST8.7K shares-17.54%2026-06-302026-07-13

KLAC KLA CORP1.4K shares900.00%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP807 shares-11.51%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS1.5K shares19.36%2026-06-302026-07-13

TEAM ATLASSIAN CORPORATION5.1K sharesnew addition2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC3.4K shares-8.03%2026-06-302026-07-13

Sponsored

DFAR DIMENSIONAL ETF TRUST15.3K shares0.00%2026-06-302026-07-13

PSLV SPROTT ASSET MANAGEMENT LP20.9K shares1.10%2026-06-302026-07-13

SCHF SCHWAB STRATEGIC TR14.2K shares0.11%2026-06-302026-07-13

NTRA NATERA INC1.4K shares-11.25%2026-06-302026-07-13

AXP AMERICAN EXPRESS CO1.1K shares-0.35%2026-06-302026-07-13

CPRT COPART INC13.7K shares-6.44%2026-06-302026-07-13

SNOWFLAKE INC SNOWFLAKE INC1.5K shares-35.84%2026-06-302026-07-13

EME EMCOR GROUP INC466 shares2.87%2026-06-302026-07-13

Sponsored

FLTR VANECK ETF TRUST14.9K shares-15.83%2026-06-302026-07-13

EMXC ISHARES INC3.7K shares0.00%2026-06-302026-07-13

FTNT FORTINET INC2.5K shares-44.02%2026-06-302026-07-13

PG PROCTER & GAMBLE CO2.6K shares37.65%2026-06-302026-07-13

DELL DELL TECHNOLOGIES INC852 sharesnew addition2026-06-302026-07-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL379 sharesnew addition2026-06-302026-07-13

VTWV VANGUARD SCOTTSDALE FDS1.9K shares0.00%2026-06-302026-07-13

BAC BANK OF AMER CORP6.4K shares0.13%2026-06-302026-07-13

Sponsored

TPR TAPESTRY INC2.5K shares0.00%2026-06-302026-07-13

TSN TYSON FOODS INC6.2K shares-16.16%2026-06-302026-07-13

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.4K shares5.58%2026-06-302026-07-13

ES EVERSOURCE ENERGY4.8K sharesnew addition2026-06-302026-07-13

MO ALTRIA GROUP INC4.8K shares1.71%2026-06-302026-07-13

RL RALPH LAUREN CORP852 shares-7.59%2026-06-302026-07-13

VCSH VANGUARD SCOTTSDALE FDS4.3K shares-0.30%2026-06-302026-07-13

COP CONOCOPHILLIPS3.3K shares12.91%2026-06-302026-07-13

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL1.5K shares-0.86%2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC7.7K shares1.69%2026-06-302026-07-13

ENFR ALPS ETF TR8.5K shares0.00%2026-06-302026-07-13

ROSC LATTICE STRATEGIES TR5.7K shares0.42%2026-06-302026-07-13

CEG CONSTELLATION ENERGY CORP1.3K shares-0.08%2026-06-302026-07-13

SNPS SYNOPSYS INC717 sharesnew addition2026-06-302026-07-13

WCN WASTE CONNECTIONS INC1.9K sharesnew addition2026-06-302026-07-13

TGT TARGET CORP2.4K shares0.45%2026-06-302026-07-13

Sponsored

NBIX NEUROCRINE BIOSCIENCES INC1.9K shares-23.71%2026-06-302026-07-13

MOH MOLINA HEALTHCARE INC1.4K sharesnew addition2026-06-302026-07-13

CRS CARPENTER TECHNOLOGY CORP505 sharesnew addition2026-06-302026-07-13

B BARRICK MNG CORP8.5K shares0.00%2026-06-302026-07-13

TJX TJX COS INC NEW2.0K shares0.00%2026-06-302026-07-13

ANET ARISTA NETWORKS INC1.8K shares-27.02%2026-06-302026-07-13

PDI PIMCO DYNAMIC INCOME FD18.1K shares-2.21%2026-06-302026-07-13

UPS UNITED PARCEL SVCS INC2.8K shares-7.48%2026-06-302026-07-13

Sponsored

MKS INC. MKS INC.665 sharesnew addition2026-06-302026-07-13

DG DOLLAR GEN CORP2.5K shares-12.79%2026-06-302026-07-13

EVR EVERCORE INC829 shares21.91%2026-06-302026-07-13

SOFI SOFI TECHNOLOGIES INC15.7K shares-0.51%2026-06-302026-07-13

XLK SELECT SECTOR SPDR TR1.5K sharesnew addition2026-06-302026-07-13

ESGU ISHARES TR1.7K shares0.00%2026-06-302026-07-13

TOL TOLL BROTHERS INC1.7K shares0.00%2026-06-302026-07-13

NUTANIX INC NUTANIX INC5.4K sharesnew addition2026-06-302026-07-13

Sponsored

FTA FIRST TR EXCHANGE-TRADED ALP2.8K shares0.00%2026-06-302026-07-13

MRVL MARVELL TECHNOLOGY INC920 sharesnew addition2026-06-302026-07-13

BIIB BIOGEN INC1.3K shares8.94%2026-06-302026-07-13

ADI ANALOG DEVICES INC676 shares0.00%2026-06-302026-07-13

HPE HEWLETT PACKARD ENTERPRISE C5.9K sharesnew addition2026-06-302026-07-13

EXEL EXELIXIS INC4.9K shares-1.77%2026-06-302026-07-13

VIK VIKING HOLDINGS LTD2.5K sharesnew addition2026-06-302026-07-13

EXPE EXPEDIA GROUP INC1.0K shares10.42%2026-06-302026-07-13

Sponsored

DKNG DRAFTKINGS INC NEW10.3K sharesnew addition2026-06-302026-07-13

SCHV SCHWAB STRATEGIC TR7.5K sharesnew addition2026-06-302026-07-13

VGT VANGUARD WORLD FD2.2K sharesnew addition2026-06-302026-07-13

MCD MCDONALDS CORP954 shares0.42%2026-06-302026-07-13

DATADOG INC DATADOG INC987 sharesnew addition2026-06-302026-07-13

IQV IQVIA HLDGS INC1.3K shares0.08%2026-06-302026-07-13

FYT FIRST TR EXCHANGE-TRADED ALP3.7K shares0.00%2026-06-302026-07-13

MPC MARATHON PETE CORP993 shares0.00%2026-06-302026-07-13

Sponsored

XLE SELECT SECTOR SPDR TR4.8K shares0.00%2026-06-302026-07-13

S&P GLOBAL INC S&P GLOBAL INC619 shares-33.01%2026-06-302026-07-13

CMI CUMMINS INC353 sharesnew addition2026-06-302026-07-13

VLO VALERO ENERGY CORP961 shares5.95%2026-06-302026-07-13

TT TRANE TECHNOLOGIES PLC499 shares0.00%2026-06-302026-07-13

CSX CSX CORP5.2K shares-0.67%2026-06-302026-07-13

VLUE ISHARES TR1.2K sharesnew addition2026-06-302026-07-13

AVGE AMERICAN CENTY ETF TR2.4K shares0.00%2026-06-302026-07-13

Sponsored

MTCH MATCH GROUP INC NEW6.3K sharesnew addition2026-06-302026-07-13

KMX CARMAX INC4.5K sharesnew addition2026-06-302026-07-13

VSS VANGUARD INTL EQUITY INDEX F1.6K shares-1.08%2026-06-302026-07-13

LUMENTUM HLDGS INC LUMENTUM HLDGS INC276 sharesnew addition2026-06-302026-07-13

RBRK RUBRIK INC.2.9K sharesnew addition2026-06-302026-07-13

DINO HF SINCLAIR CORP3.3K shares-0.09%2026-06-302026-07-13

ISRG INTUITIVE SURGICAL INC574 shares2.68%2026-06-302026-07-13

PFG PRINCIPAL FINANCIAL GROUP IN2.1K sharesnew addition2026-06-302026-07-13

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC547 sharesnew addition2026-06-302026-07-13

BA BOEING CO1.0K sharesnew addition2026-06-302026-07-13

FTC FIRST TR EXCHANGE-TRADED ALP1.2K sharesnew addition2026-06-302026-07-13

HWM HOWMET AEROSPACE INC825 sharesnew addition2026-06-302026-07-13

JBL JABIL INC572 sharesnew addition2026-06-302026-07-13

MLI MUELLER INDS INC1.8K shares-2.50%2026-06-302026-07-13

AEP AMERICAN ELEC PWR CO INC1.6K shares-0.49%2026-06-302026-07-13

COMT ISHARES U S ETF TR7.2K shares-0.76%2026-06-302026-07-13

Sponsored

DIS DISNEY WALT CO2.3K shares5.09%2026-06-302026-07-13

RBLX ROBLOX CORP4.0K shares1.62%2026-06-302026-07-13

EFA ISHARES TR2.1K shares-0.95%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC2.5K shares-3.84%2026-06-302026-07-13

LIN LINDE PLC408 shares-0.24%2026-06-302026-07-13

SPG SIMON PPTY GROUP INC NEW946 sharesnew addition2026-06-302026-07-13

ZM ZOOM COMMUNICATIONS INC2.4K shares-35.23%2026-06-302026-07-13

KKR KKR & CO INC2.3K shares-20.94%2026-06-302026-07-13

Sponsored

HL HECLA MINING COMPANY13.3K shares27.19%2026-06-302026-07-13

DHR DANAHER CORP DEL1.1K sharesnew addition2026-06-302026-07-13

NYT NEW YORK TIMES CO MTN BE2.9K shares-8.71%2026-06-302026-07-13

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC266 sharesnew addition2026-06-302026-07-13

ARAMARK ARAMARK3.5K sharesnew addition2026-06-302026-07-13

CIEN CIENA CORP408 sharesnew addition2026-06-302026-07-13

CLSK CLEANSPARK INC10.4K sharesnew addition2026-06-302026-07-13

MARA HOLDINGS INC MARA HOLDINGS INC10.8K shares1.21%2026-06-302026-07-13

Sponsored

FRSH FRESHWORKS INC12.3K sharesnew addition2026-06-302026-07-13

VGIT

VANGUARD SCOTTSDALE FDS

13.54%

Shares1.2M

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

6.97%

Shares403.8K

Event2026-06-30

Filed2026-07-13

DFAC

DIMENSIONAL ETF TRUST

1.62%

Shares1.3M

Event2026-06-30

Filed2026-07-13

DFSD

DIMENSIONAL ETF TRUST

15.36%

Shares640.2K

Event2026-06-30

Filed2026-07-13

VTIP

VANGUARD MALVERN FDS

9.62%

Shares599.3K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-4.04%

Shares76.3K

Event2026-06-30

Filed2026-07-13

AVDV

AMERICAN CENTY ETF TR

5.56%

Shares259.0K

Event2026-06-30

Filed2026-07-13

AVUV

AMERICAN CENTY ETF TR

7.90%

Shares212.5K

Event2026-06-30

Filed2026-07-13

IDEV

ISHARES TR

5.63%

Shares258.3K

Event2026-06-30

Filed2026-07-13

DFEM

DIMENSIONAL ETF TRUST

8.74%

Shares376.0K

Event2026-06-30

Filed2026-07-13

VGSH

VANGUARD SCOTTSDALE FDS

1.57%

Shares257.1K

Event2026-06-30

Filed2026-07-13

DFUS

DIMENSIONAL ETF TRUST

-2.49%

Shares176.2K

Event2026-06-30

Filed2026-07-13

AVEM

AMERICAN CENTY ETF TR

-3.47%

Shares128.7K

Event2026-06-30

Filed2026-07-13

DFAI

DIMENSIONAL ETF TRUST

5.88%

Shares287.9K

Event2026-06-30

Filed2026-07-13

DFIV

DIMENSIONAL ETF TRUST

1.05%

Shares216.5K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

-0.18%

Shares57.7K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

1.22%

Shares39.3K

Event2026-06-30

Filed2026-07-13

AVSC

AMERICAN CENTY ETF TR

5.13%

Shares149.1K

Event2026-06-30

Filed2026-07-13

AVDE

AMERICAN CENTY ETF TR

-0.36%

Shares122.0K

Event2026-06-30

Filed2026-07-13

AVUS

AMERICAN CENTY ETF TR

-3.78%

Shares75.6K

Event2026-06-30

Filed2026-07-13

DFUV

DIMENSIONAL ETF TRUST

2.40%

Shares139.1K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

6.31%

Shares17.7K

Event2026-06-30

Filed2026-07-13

DFAT

DIMENSIONAL ETF TRUST

-2.19%

Shares102.3K

Event2026-06-30

Filed2026-07-13

DIHP

DIMENSIONAL ETF TRUST

5.47%

Shares205.2K

Event2026-06-30

Filed2026-07-13

IEMG

ISHARES INC

-2.95%

Shares81.4K

Event2026-06-30

Filed2026-07-13

SLYV

SPDR SERIES TRUST

-1.38%

Shares60.7K

Event2026-06-30

Filed2026-07-13

BSVO

EA SERIES TRUST

-0.72%

Shares218.9K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.47%

Shares11.2K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

-2.59%

Shares77.4K

Event2026-06-30

Filed2026-07-13

DUHP

DIMENSIONAL ETF TRUST

6.55%

Shares124.3K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

-0.27%

Shares21.3K

Event2026-06-30

Filed2026-07-13

DFCF

DIMENSIONAL ETF TRUST

2.69%

Shares114.0K

Event2026-06-30

Filed2026-07-13

DISV

DIMENSIONAL ETF TRUST

-3.87%

Shares119.1K

Event2026-06-30

Filed2026-07-13

EFV

ISHARES TR

-0.22%

Shares62.2K

Event2026-06-30

Filed2026-07-13

IWN

ISHARES TR

0.00%

Shares20.7K

Event2026-06-30

Filed2026-07-13

DFIC

DIMENSIONAL ETF TRUST

-1.27%

Shares119.9K

Event2026-06-30

Filed2026-07-13

DFAE

DIMENSIONAL ETF TRUST

-5.35%

Shares106.7K

Event2026-06-30

Filed2026-07-13

CASY

CASEYS GEN STORES INC

0.84%

Shares5.3K

Event2026-06-30

Filed2026-07-13

DFGR

DIMENSIONAL ETF TRUST

1.92%

Shares126.5K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

-5.46%

Shares9.4K

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

-3.07%

Shares8.1K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR INDEX SHS FDS

-4.04%

Shares64.2K

Event2026-06-30

Filed2026-07-13

DFAX

DIMENSIONAL ETF TRUST

-0.97%

Shares84.5K

Event2026-06-30

Filed2026-07-13

VBR

VANGUARD INDEX FDS

-1.14%

Shares12.7K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

-5.22%

Shares2.7K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

-4.23%

Shares14.1K

Event2026-06-30

Filed2026-07-13

DFSV

DIMENSIONAL ETF TRUST

-6.15%

Shares77.8K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

-1.76%

Shares8.2K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

-2.98%

Shares23.8K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

0.58%

Shares7.8K

Event2026-06-30

Filed2026-07-13

SPTM

SPDR SERIES TRUST

-0.40%

Shares27.4K

Event2026-06-30

Filed2026-07-13

ISHARES TR

1.17%

Shares22.8K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

1.60%

Shares3.2K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

4.73%

Shares3.5K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

-24.95%

Shares14.4K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

-3.54%

Shares32.7K

Event2026-06-30

Filed2026-07-13

DFNM

DIMENSIONAL ETF TRUST

3.80%

Shares38.5K

Event2026-06-30

Filed2026-07-13

VEU

VANGUARD INTL EQUITY INDEX F

-3.98%

Shares20.9K

Event2026-06-30

Filed2026-07-13

EEM

ISHARES TR

0.00%

Shares25.5K

Event2026-06-30

Filed2026-07-13

BSV

VANGUARD BD INDEX FDS

-1.76%

Shares22.4K

Event2026-06-30

Filed2026-07-13

FNDF

SCHWAB STRATEGIC TR

0.73%

Shares32.8K

Event2026-06-30

Filed2026-07-13

FNDC

SCHWAB STRATEGIC TR

0.16%

Shares34.7K

Event2026-06-30

Filed2026-07-13

AVLV

AMERICAN CENTY ETF TR

-0.92%

Shares17.3K

Event2026-06-30

Filed2026-07-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

-4.83%

Shares10.8K

Event2026-06-30

Filed2026-07-13

ISHARES TR

8.11%

Shares1.9K

Event2026-06-30

Filed2026-07-13

DEERE & CO

-0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

2.25%

Shares3.6K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

23.00%

Shares15.1K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

-0.77%

Shares1.0K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

0.13%

Shares4.5K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

7.82%

Shares5.1K

Event2026-06-30

Filed2026-07-13

DFAU

DIMENSIONAL ETF TRUST

-1.81%

Shares23.1K

Event2026-06-30

Filed2026-07-13

WDC

WESTERN DIGITAL CORP

-27.52%

Shares1.9K

Event2026-06-30

Filed2026-07-13

AOA

ISHARES TR

-0.72%

Shares12.1K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

FIX

COMFORT SYS USA INC

-0.36%

Shares561

Event2026-06-30

Filed2026-07-13

AVIG

AMERICAN CENTY ETF TR

-15.50%

Shares24.7K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

-0.11%

Shares7.9K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

3.42%

Shares1.8K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

0.74%

Shares2.6K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

486.50%

Shares11.3K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-13

USB

US BANCORP

-0.15%

Shares15.1K

Event2026-06-30

Filed2026-07-13

CNC

CENTENE CORP DEL

-11.61%

Shares14.0K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

1.36%

Shares3.4K

Event2026-06-30

Filed2026-07-13

IUSV

ISHARES TR

-3.38%

Shares7.8K

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

-0.97%

Shares8.8K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

-1.24%

Shares716

Event2026-06-30

Filed2026-07-13

EMLP

FIRST TR EXCHANGE-TRADED FD

0.22%

Shares19.1K

Event2026-06-30

Filed2026-07-13

SNDK

SANDISK CORP

-52.88%

Shares344

Event2026-06-30

Filed2026-07-13

VUSB

VANGUARD BD INDEX FDS

-6.76%

Shares15.6K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

0.54%

Shares2.0K

Event2026-06-30

Filed2026-07-13

SPEM

SPDR INDEX SHS FDS

0.49%

Shares14.7K

Event2026-06-30

Filed2026-07-13

EIX

EDISON INTL

0.14%

Shares10.1K

Event2026-06-30

Filed2026-07-13

IJS

ISHARES TR

0.13%

Shares5.3K

Event2026-06-30

Filed2026-07-13

BMY

BRISTOL-MYERS SQUIBB CO

-4.95%

Shares12.5K

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

-1.35%

Shares2.8K

Event2026-06-30

Filed2026-07-13

NEM

NEWMONT CORP

-0.19%

Shares7.5K

Event2026-06-30

Filed2026-07-13

AOR

ISHARES TR

-7.80%

Shares9.7K

Event2026-06-30

Filed2026-07-13

DFIP

DIMENSIONAL ETF TRUST

-1.46%

Shares16.3K

Event2026-06-30

Filed2026-07-13

CHUBB LIMITED

-4.78%

Shares1.9K

Event2026-06-30

Filed2026-07-13

STIP

ISHARES TR

-5.48%

Shares6.4K

Event2026-06-30

Filed2026-07-13

ECL

ECOLAB INC

-8.73%

Shares2.3K

Event2026-06-30

Filed2026-07-13

VANGUARD INTL EQUITY INDEX F

-4.09%

Shares4.0K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

-4.95%

Shares4.6K

Event2026-06-30

Filed2026-07-13

ABNB

AIRBNB INC

-13.53%

Shares4.3K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

FDX

FEDEX CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

VANECK ETF TRUST

0.11%

Shares7.6K

Event2026-06-30

Filed2026-07-13

PCG

PG&E CORP

-5.07%

Shares33.9K

Event2026-06-30

Filed2026-07-13

SHY

ISHARES TR

-6.40%

Shares6.8K

Event2026-06-30

Filed2026-07-13

FTI

TECHNIPFMC PLC

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-13

PII

POLARIS INC

42.48%

Shares8.1K

Event2026-06-30

Filed2026-07-13

DAL

DELTA AIR LINES INC

-0.12%

Shares5.9K

Event2026-06-30

Filed2026-07-13

PARKER-HANNIFIN CORP

0.35%

Shares567

Event2026-06-30

Filed2026-07-13

UCON

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares22.1K

Event2026-06-30

Filed2026-07-13

VTEB

VANGUARD MUN BD FDS

New

Shares10.9K

Event2026-06-30

Filed2026-07-13

FREEPORT MCMORAN INC

-0.01%

Shares8.7K

Event2026-06-30

Filed2026-07-13

JBHT

HUNT J B TRANS SVCS INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

FPE

FIRST TR EXCH TRADED FD III

-18.27%

Shares30.3K

Event2026-06-30

Filed2026-07-13

FTSL

FIRST TR EXCHANGE-TRADED FD

-4.64%

Shares12.0K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.91%

Shares1.8K

Event2026-06-30

Filed2026-07-13

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-13

TIP

ISHARES TR

-12.62%

Shares4.8K

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB STRATEGIC TR

New

Shares16.4K

Event2026-06-30

Filed2026-07-13

GENERAL MTRS CO

-0.01%

Shares6.7K

Event2026-06-30

Filed2026-07-13

VRT

VERTIV HOLDINGS CO

-0.71%

Shares1.5K

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTL INC

8.78%

Shares2.8K

Event2026-06-30

Filed2026-07-13

VRP

INVESCO EXCH TRADED FD TR II

-18.16%

Shares20.8K

Event2026-06-30

Filed2026-07-13

PNC

PNC FINL SVCS GROUP INC

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-13

LNT

ALLIANT ENERGY CORP

-0.23%

Shares6.5K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

0.69%

Shares3.4K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

-1.50%

Shares656

Event2026-06-30

Filed2026-07-13

PSX

PHILLIPS 66

1.63%

Shares2.9K

Event2026-06-30

Filed2026-07-13

CITIGROUP INC

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

49.23%

Shares2.8K

Event2026-06-30

Filed2026-07-13

COF

CAPITAL ONE FINL CORP

48.04%

Shares2.3K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

23.14%

Shares1.3K

Event2026-06-30

Filed2026-07-13

TER

TERADYNE INC

0.00%

Shares950

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

-0.89%

Shares1.3K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

18.54%

Shares1.8K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

0.00%

Shares425

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

-2.04%

Shares481

Event2026-06-30

Filed2026-07-13

APH

AMPHENOL CORP

-11.64%

Shares2.5K

Event2026-06-30

Filed2026-07-13

VRSN

VERISIGN INC

10.64%

Shares1.8K

Event2026-06-30

Filed2026-07-13

ALPS ETF TR

-1.07%

Shares8.5K

Event2026-06-30

Filed2026-07-13

BIV

VANGUARD BD INDEX FDS

1.94%

Shares5.7K

Event2026-06-30

Filed2026-07-13

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-13

IEI

ISHARES TR

-6.88%

Shares3.7K

Event2026-06-30

Filed2026-07-13

RSP

INVESCO EXCHANGE TRADED FD T

-9.81%

Shares2.0K

Event2026-06-30

Filed2026-07-13

ILMN

ILLUMINA INC

-3.14%

Shares2.4K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

-14.05%

Shares3.6K

Event2026-06-30

Filed2026-07-13

SHM

SPDR SERIES TRUST

-17.54%

Shares8.7K

Event2026-06-30

Filed2026-07-13

KLAC

KLA CORP

900.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

-11.51%

Shares807

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

19.36%

Shares1.5K

Event2026-06-30

Filed2026-07-13

TEAM

ATLASSIAN CORPORATION

New

Shares5.1K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

-8.03%

Shares3.4K

Event2026-06-30

Filed2026-07-13

DFAR

DIMENSIONAL ETF TRUST

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-13

PSLV

SPROTT ASSET MANAGEMENT LP

1.10%

Shares20.9K

Event2026-06-30

Filed2026-07-13

SCHF

SCHWAB STRATEGIC TR

0.11%

Shares14.2K

Event2026-06-30

Filed2026-07-13

NTRA

NATERA INC

-11.25%

Shares1.4K

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO

-0.35%

Shares1.1K

Event2026-06-30

Filed2026-07-13

CPRT

COPART INC

-6.44%

Shares13.7K

Event2026-06-30

Filed2026-07-13

SNOWFLAKE INC

-35.84%

Shares1.5K

Event2026-06-30

Filed2026-07-13

EME

EMCOR GROUP INC

2.87%

Shares466

Event2026-06-30

Filed2026-07-13

FLTR

VANECK ETF TRUST

-15.83%

Shares14.9K

Event2026-06-30

Filed2026-07-13

EMXC

ISHARES INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-13

FTNT

FORTINET INC

-44.02%

Shares2.5K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

37.65%

Shares2.6K

Event2026-06-30

Filed2026-07-13

DELL

DELL TECHNOLOGIES INC

New

Shares852

Event2026-06-30

Filed2026-07-13

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares379

Event2026-06-30

Filed2026-07-13

VTWV

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

0.13%

Shares6.4K

Event2026-06-30

Filed2026-07-13

TPR

TAPESTRY INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

TSN

TYSON FOODS INC

-16.16%

Shares6.2K

Event2026-06-30

Filed2026-07-13

JOHNSON CONTROLS INTERNATION

5.58%

Shares2.4K

Event2026-06-30

Filed2026-07-13

EVERSOURCE ENERGY

New

Shares4.8K

Event2026-06-30

Filed2026-07-13

ALTRIA GROUP INC

1.71%

Shares4.8K

Event2026-06-30

Filed2026-07-13

RALPH LAUREN CORP

-7.59%

Shares852

Event2026-06-30

Filed2026-07-13

VCSH

VANGUARD SCOTTSDALE FDS

-0.30%

Shares4.3K

Event2026-06-30

Filed2026-07-13

COP

CONOCOPHILLIPS

12.91%

Shares3.3K

Event2026-06-30

Filed2026-07-13

WASTE MGMT INC DEL

-0.86%

Shares1.5K

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

1.69%

Shares7.7K

Event2026-06-30

Filed2026-07-13

ENFR

ALPS ETF TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-13

ROSC

LATTICE STRATEGIES TR

0.42%

Shares5.7K

Event2026-06-30

Filed2026-07-13

CEG

CONSTELLATION ENERGY CORP

-0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-13

SNPS

SYNOPSYS INC

New

Shares717

Event2026-06-30

Filed2026-07-13

WCN

WASTE CONNECTIONS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-13

TGT

TARGET CORP

0.45%

Shares2.4K

Event2026-06-30

Filed2026-07-13

NBIX

NEUROCRINE BIOSCIENCES INC

-23.71%

Shares1.9K

Event2026-06-30

Filed2026-07-13

MOH

MOLINA HEALTHCARE INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-13

CRS

CARPENTER TECHNOLOGY CORP

New

Shares505

Event2026-06-30

Filed2026-07-13

BARRICK MNG CORP

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

ANET

ARISTA NETWORKS INC

-27.02%

Shares1.8K

Event2026-06-30

Filed2026-07-13

PDI

PIMCO DYNAMIC INCOME FD

-2.21%

Shares18.1K

Event2026-06-30

Filed2026-07-13

UPS

UNITED PARCEL SVCS INC

-7.48%

Shares2.8K

Event2026-06-30

Filed2026-07-13

MKS INC.

New

Shares665

Event2026-06-30

Filed2026-07-13

DOLLAR GEN CORP

-12.79%

Shares2.5K

Event2026-06-30

Filed2026-07-13

EVR

EVERCORE INC

21.91%

Shares829

Event2026-06-30

Filed2026-07-13

SOFI

SOFI TECHNOLOGIES INC

-0.51%

Shares15.7K

Event2026-06-30

Filed2026-07-13

XLK

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-13

ESGU

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

TOL

TOLL BROTHERS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

NUTANIX INC

New

Shares5.4K

Event2026-06-30

Filed2026-07-13

FTA

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-13

MRVL

MARVELL TECHNOLOGY INC

New

Shares920

Event2026-06-30

Filed2026-07-13

BIIB

BIOGEN INC

8.94%

Shares1.3K

Event2026-06-30

Filed2026-07-13

ADI

ANALOG DEVICES INC

0.00%

Shares676

Event2026-06-30

Filed2026-07-13

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares5.9K

Event2026-06-30

Filed2026-07-13

EXEL

EXELIXIS INC

-1.77%

Shares4.9K

Event2026-06-30

Filed2026-07-13

VIK

VIKING HOLDINGS LTD

New

Shares2.5K

Event2026-06-30

Filed2026-07-13

EXPE

EXPEDIA GROUP INC

10.42%

Shares1.0K

Event2026-06-30

Filed2026-07-13

DKNG

DRAFTKINGS INC NEW

New

Shares10.3K

Event2026-06-30

Filed2026-07-13

SCHV

SCHWAB STRATEGIC TR

New

Shares7.5K

Event2026-06-30

Filed2026-07-13

VGT

VANGUARD WORLD FD

New

Shares2.2K

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

0.42%

Shares954

Event2026-06-30

Filed2026-07-13

DATADOG INC

New

Shares987

Event2026-06-30

Filed2026-07-13

IQV

IQVIA HLDGS INC

0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-13

FYT

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-13

MPC

MARATHON PETE CORP

0.00%

Shares993

Event2026-06-30

Filed2026-07-13

XLE

SELECT SECTOR SPDR TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-13

S&P GLOBAL INC

-33.01%

Shares619

Event2026-06-30

Filed2026-07-13

CMI

CUMMINS INC

New

Shares353

Event2026-06-30

Filed2026-07-13

VLO

VALERO ENERGY CORP

5.95%

Shares961

Event2026-06-30

Filed2026-07-13

TRANE TECHNOLOGIES PLC

0.00%

Shares499

Event2026-06-30

Filed2026-07-13

CSX

CSX CORP

-0.67%

Shares5.2K

Event2026-06-30

Filed2026-07-13

VLUE

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-13

AVGE

AMERICAN CENTY ETF TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-13

MTCH

MATCH GROUP INC NEW

New

Shares6.3K

Event2026-06-30

Filed2026-07-13

KMX

CARMAX INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-13

VSS

VANGUARD INTL EQUITY INDEX F

-1.08%

Shares1.6K

Event2026-06-30

Filed2026-07-13

LUMENTUM HLDGS INC

New

Shares276

Event2026-06-30

Filed2026-07-13

RBRK

RUBRIK INC.

New

Shares2.9K

Event2026-06-30

Filed2026-07-13

DINO

HF SINCLAIR CORP

-0.09%

Shares3.3K

Event2026-06-30

Filed2026-07-13

ISRG

INTUITIVE SURGICAL INC

2.68%

Shares574

Event2026-06-30

Filed2026-07-13

PFG

PRINCIPAL FINANCIAL GROUP IN

New

Shares2.1K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

New

Shares547

Event2026-06-30

Filed2026-07-13

BOEING CO

New

Shares1.0K

Event2026-06-30

Filed2026-07-13

FTC

FIRST TR EXCHANGE-TRADED ALP

New

Shares1.2K

Event2026-06-30

Filed2026-07-13

HWM

HOWMET AEROSPACE INC

New

Shares825

Event2026-06-30

Filed2026-07-13

JBL

JABIL INC

New

Shares572

Event2026-06-30

Filed2026-07-13

MLI

MUELLER INDS INC

-2.50%

Shares1.8K

Event2026-06-30

Filed2026-07-13

AEP

AMERICAN ELEC PWR CO INC

-0.49%

Shares1.6K

Event2026-06-30

Filed2026-07-13

COMT

ISHARES U S ETF TR

-0.76%

Shares7.2K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

5.09%

Shares2.3K

Event2026-06-30

Filed2026-07-13

RBLX

ROBLOX CORP

1.62%

Shares4.0K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

-0.95%

Shares2.1K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

-3.84%

Shares2.5K

Event2026-06-30

Filed2026-07-13

LIN

LINDE PLC

-0.24%

Shares408

Event2026-06-30

Filed2026-07-13

SPG

SIMON PPTY GROUP INC NEW

New

Shares946

Event2026-06-30

Filed2026-07-13

ZOOM COMMUNICATIONS INC

-35.23%

Shares2.4K

Event2026-06-30

Filed2026-07-13

KKR

KKR & CO INC

-20.94%

Shares2.3K

Event2026-06-30

Filed2026-07-13

HECLA MINING COMPANY

27.19%

Shares13.3K

Event2026-06-30

Filed2026-07-13

DHR

DANAHER CORP DEL

New

Shares1.1K

Event2026-06-30

Filed2026-07-13

NYT

NEW YORK TIMES CO MTN BE

-8.71%

Shares2.9K

Event2026-06-30

Filed2026-07-13

CROWDSTRIKE HLDGS INC

New

Shares266

Event2026-06-30

Filed2026-07-13

ARAMARK

New

Shares3.5K

Event2026-06-30

Filed2026-07-13

CIEN

CIENA CORP

New

Shares408

Event2026-06-30

Filed2026-07-13

CLSK

CLEANSPARK INC

New

Shares10.4K

Event2026-06-30

Filed2026-07-13

MARA HOLDINGS INC

1.21%

Shares10.8K

Event2026-06-30

Filed2026-07-13

FRSH

FRESHWORKS INC

New

Shares12.3K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available