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The Analysis of NWAM LLC's Holdings & P&L

Currently, NWAM LLC holds 684 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in VUG (+428.7K shares, valued at $36.9M), IWF (+186.7K shares, valued at $23.2M), BB (+558.9K shares, valued at $7.1M); decreased their positions in MU (-6.8K shares, valued at $7.8M), N/A (-11.9K shares, valued at $6.7M), UPS (-46.9K shares, valued at $5.0M); initiated new positions in BB (+558.9K shares, valued at $7.1M), NBIS (+18.8K shares, valued at $5.2M), N/A (+19.8K shares, valued at $4.4M).

1M P&L

+68.6M+4.13%

3M P&L

+27.9M+1.64%

HY P&L

-180.9M-9.46%

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/A980.6M

56.6%

2Software - Infrastructure100.5M

5.8%

3Semiconductors89.4M

5.2%

Top Industries by Stock Count

1N/A359 stocks

58.9%

2Semiconductors12 stocks

2.0%

3Drug Manufacturers - General10 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP237.0K shares3.24%2026-06-302026-07-23

AAPL APPLE INC274.3K shares7.24%2026-06-302026-07-23

NVDA NVIDIA CORPORATION240.8K shares0.36%2026-06-302026-07-23

QQQ INVESCO QQQ TR62.6K shares5.25%2026-06-302026-07-23

VUG VANGUARD INDEX FDS515.7K shares492.66%2026-06-302026-07-23

VTV VANGUARD INDEX FDS180.7K shares2.02%2026-06-302026-07-23

BROADCOM INC BROADCOM INC101.0K shares2.97%2026-06-302026-07-23

AMZN AMAZON COM INC134.7K shares-5.34%2026-06-302026-07-23

Sponsored

ITOT ISHARES TR190.0K shares1.40%2026-06-302026-07-23

IWF ISHARES TR246.7K shares311.29%2026-06-302026-07-23

GOOG ALPHABET INC71.0K shares17.35%2026-06-302026-07-23

ISHARES TR ISHARES TR30.6K shares-3.60%2026-06-302026-07-23

TSLA TESLA INC49.5K shares-3.17%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL41.6K shares-1.95%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION21.2K shares1.22%2026-06-302026-07-23

GOOGL ALPHABET INC53.0K shares7.79%2026-06-302026-07-23

Sponsored

LLY ELI LILLY & CO15.6K shares7.52%2026-06-302026-07-23

BSV VANGUARD BD INDEX FDS223.7K shares-6.60%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR137.5K shares2.64%2026-06-302026-07-23

DFAC DIMENSIONAL ETF TRUST367.6K shares3.99%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS228.9K shares-3.69%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T21.3K shares12.18%2026-06-302026-07-23

BND VANGUARD BD INDEX FDS213.0K shares3.04%2026-06-302026-07-23

ISHARES TR ISHARES TR155.8K shares25.37%2026-06-302026-07-23

Sponsored

BIV VANGUARD BD INDEX FDS190.6K shares22.37%2026-06-302026-07-23

SMH VANECK ETF TRUST21.5K shares-14.29%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS85.7K shares-2.34%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS35.0K shares10.61%2026-06-302026-07-23

GLD SPDR GOLD TR34.5K shares-2.18%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC26.6K shares1.18%2026-06-302026-07-23

IWD ISHARES TR51.9K shares8.06%2026-06-302026-07-23

GEV GE VERNOVA INC10.3K shares-9.47%2026-06-302026-07-23

Sponsored

BNDX VANGUARD CHARLOTTE FDS247.8K shares-4.69%2026-06-302026-07-23

VNQ VANGUARD INDEX FDS123.5K shares-3.99%2026-06-302026-07-23

PG PROCTER & GAMBLE CO77.8K shares10.43%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR57.9K shares4.45%2026-06-302026-07-23

IJH ISHARES TR138.6K shares15.16%2026-06-302026-07-23

VOO VANGUARD INDEX FDS15.5K shares0.18%2026-06-302026-07-23

VV VANGUARD INDEX FDS29.3K shares0.91%2026-06-302026-07-23

DFSU DIMENSIONAL ETF TRUST210.9K shares0.76%2026-06-302026-07-23

Sponsored

AVIV AMERICAN CENTY ETF TR125.7K shares1.69%2026-06-302026-07-23

VANECK ETF TRUST VANECK ETF TRUST127.2K shares-9.41%2026-06-302026-07-23

BOXX EA SERIES TRUST79.2K shares10.33%2026-06-302026-07-23

BA BOEING CO42.6K shares-19.70%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO27.9K shares31.37%2026-06-302026-07-23

VXUS VANGUARD STAR FDS105.8K shares3.96%2026-06-302026-07-23

GDXJ VANECK ETF TRUST91.6K shares-6.09%2026-06-302026-07-23

VO VANGUARD INDEX FDS109.2K shares331.67%2026-06-302026-07-23

Sponsored

VB VANGUARD INDEX FDS28.8K shares10.05%2026-06-302026-07-23

ROK ROCKWELL AUTOMATION INC17.5K shares184.53%2026-06-302026-07-23

VRT VERTIV HOLDINGS CO25.2K shares-14.79%2026-06-302026-07-23

ISHARES TR ISHARES TR86.0K shares5.95%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR261.4K shares3.83%2026-06-302026-07-23

ALPS ETF TR ALPS ETF TR157.9K shares0.22%2026-06-302026-07-23

SLYV SPDR SERIES TRUST74.4K shares-16.68%2026-06-302026-07-23

GLW CORNING INC31.7K shares-23.54%2026-06-302026-07-23

Sponsored

VIG VANGUARD SPECIALIZED FUNDS33.9K shares-1.58%2026-06-302026-07-23

AIRR FIRST TR EXCHANGE TRADED FD60.0K shares27.36%2026-06-302026-07-23

SPDR SERIES TRUST SPDR SERIES TRUST89.9K shares11.34%2026-06-302026-07-23

VEU VANGUARD INTL EQUITY INDEX F94.0K shares4.15%2026-06-302026-07-23

IJR ISHARES TR52.3K shares4.80%2026-06-302026-07-23

XMMO INVESCO EXCHANGE TRADED FD T44.3K shares1.56%2026-06-302026-07-23

IXUS ISHARES TR78.2K shares-0.37%2026-06-302026-07-23

USB US BANCORP121.1K shares0.75%2026-06-302026-07-23

Sponsored

BB BLACKBERRY LTD558.9K sharesnew addition2026-06-302026-07-23

CCJ CAMECO CORP69.1K shares-12.06%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC12.2K shares-49.35%2026-06-302026-07-23

ABBVIE INC ABBVIE INC27.4K shares30.50%2026-06-302026-07-23

VBR VANGUARD INDEX FDS28.1K shares-0.57%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC11.4K shares-12.72%2026-06-302026-07-23

RWL INVESCO EXCH TRADED FD TR II51.9K shares0.09%2026-06-302026-07-23

DIA STATE STR SPDR DOW JONES IND12.7K shares13.42%2026-06-302026-07-23

Sponsored

UPS UNITED PARCEL SVCS INC60.7K shares-43.58%2026-06-302026-07-23

IVW ISHARES TR47.4K shares23.12%2026-06-302026-07-23

FREEPORT MCMORAN INC FREEPORT MCMORAN INC103.4K shares28.28%2026-06-302026-07-23

CAT CATERPILLAR INC6.0K shares9.14%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON25.0K shares0.89%2026-06-302026-07-23

COWZ PACER FDS TR101.5K shares-2.98%2026-06-302026-07-23

AMGN AMGEN INC16.1K shares-4.85%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F97.2K shares1.36%2026-06-302026-07-23

Sponsored

VOT VANGUARD INDEX FDS18.9K shares1.40%2026-06-302026-07-23

BIL SPDR SERIES TRUST62.9K shares108.59%2026-06-302026-07-23

RWK INVESCO EXCH TRADED FD TR II39.3K shares-1.12%2026-06-302026-07-23

MTBA SIMPLIFY EXCHANGE TRADED FUN116.6K shares-14.04%2026-06-302026-07-23

COMT ISHARES U S ETF TR184.6K shares-7.80%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC4.8K shares-58.37%2026-06-302026-07-23

HOOD ROBINHOOD MKTS INC54.6K shares1068.35%2026-06-302026-07-23

VSS VANGUARD INTL EQUITY INDEX F34.3K shares3.42%2026-06-302026-07-23

Sponsored

SPDW SPDR INDEX SHS FDS104.5K shares1.53%2026-06-302026-07-23

SBUX STARBUCKS CORP51.1K shares-10.42%2026-06-302026-07-23

NBIS NEBIUS GROUP N.V.18.8K sharesnew addition2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION27.3K shares115.72%2026-06-302026-07-23

VRTX VERTEX PHARMACEUTICALS INC10.1K shares59.97%2026-06-302026-07-23

AEM AGNICO EAGLE MINES LTD32.3K shares3.63%2026-06-302026-07-23

UFO PROCURE ETF TRUST II98.6K shares-7.80%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.2K shares17.99%2026-06-302026-07-23

Sponsored

RSP INVESCO EXCHANGE TRADED FD T23.0K shares17.03%2026-06-302026-07-23

BLOK AMPLIFY ETF TR78.1K shares-0.69%2026-06-302026-07-23

IMCG ISHARES TR49.6K shares-4.51%2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC6.7K shares17.03%2026-06-302026-07-23

IWY ISHARES TR16.7K shares-0.84%2026-06-302026-07-23

PCAR PACCAR INC40.1K shares-0.59%2026-06-302026-07-23

ASML ASML HLDG NV2.4K shares-0.82%2026-06-302026-07-23

VTEB VANGUARD MUN BD FDS92.1K shares-12.20%2026-06-302026-07-23

Sponsored

IEMG ISHARES INC56.1K shares4.61%2026-06-302026-07-23

SATS ECHOSTAR CORP44.8K shares122.31%2026-06-302026-07-23

QUAL ISHARES TR20.7K shares85.77%2026-06-302026-07-23

ADI ANALOG DEVICES INC11.2K shares25.17%2026-06-302026-07-23

INTC INTEL CORP31.6K shares1.19%2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC19.8K sharesnew addition2026-06-302026-07-23

PLANET LABS PBC PLANET LABS PBC130.9K sharesnew addition2026-06-302026-07-23

QCOM QUALCOMM INC22.5K shares0.00%2026-06-302026-07-23

Sponsored

ISRG INTUITIVE SURGICAL INC10.4K shares3.45%2026-06-302026-07-23

ETN EATON CORP PLC9.7K shares10.84%2026-06-302026-07-23

SGOV ISHARES TR40.2K shares110.36%2026-06-302026-07-23

SLV ISHARES SILVER TR74.9K shares-16.13%2026-06-302026-07-23

VISA INC VISA INC11.6K shares35.46%2026-06-302026-07-23

DFIC DIMENSIONAL ETF TRUST105.2K shares7.90%2026-06-302026-07-23

CVX CHEVRON CORPORATION23.6K shares16.62%2026-06-302026-07-23

WAB WABTEC14.2K shares67.43%2026-06-302026-07-23

Sponsored

DHR DANAHER CORP DEL20.1K shares28.16%2026-06-302026-07-23

SYK STRYKER CORPORATION12.0K shares51.58%2026-06-302026-07-23

EFA ISHARES TR36.0K shares-0.77%2026-06-302026-07-23

CDW CDW CORP26.5K sharesnew addition2026-06-302026-07-23

TIP ISHARES TR33.0K shares8.83%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR130.3K shares1.19%2026-06-302026-07-23

CARR CARRIER GLOBAL CORPORATION48.8K shares153.87%2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR22.2K shares127.31%2026-06-302026-07-23

Sponsored

VGSH VANGUARD SCOTTSDALE FDS59.1K shares-12.17%2026-06-302026-07-23

BANCO SANTANDER SA BANCO SANTANDER SA248.3K sharesnew addition2026-06-302026-07-23

EW EDWARDS LIFESCIENCES CORP37.3K shares13.36%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR99.4K shares0.25%2026-06-302026-07-23

IWM ISHARES TR11.1K shares7.88%2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC14.9K sharesnew addition2026-06-302026-07-23

IVE ISHARES TR14.6K shares4.64%2026-06-302026-07-23

EMB ISHARES TR33.9K shares-4.40%2026-06-302026-07-23

Sponsored

JPST J P MORGAN EXCHANGE TRADED F64.2K shares-3.52%2026-06-302026-07-23

SPTS SPDR SERIES TRUST110.4K shares-10.83%2026-06-302026-07-23

SPGP INVESCO EXCHANGE TRADED FD T26.1K shares-8.97%2026-06-302026-07-23

DUHP DIMENSIONAL ETF TRUST76.2K shares7.51%2026-06-302026-07-23

RAIL FREIGHTCAR AMER INC320.6K sharesnew addition2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS11.1K shares-6.82%2026-06-302026-07-23

NIKL SPROTT FDS TR243.5K shares4.84%2026-06-302026-07-23

AVEM AMERICAN CENTY ETF TR32.0K shares3.92%2026-06-302026-07-23

Sponsored

IGIB ISHARES TR58.0K sharesnew addition2026-06-302026-07-23

QQQM INVESCO EXCH TRADED FD TR II10.2K shares4.35%2026-06-302026-07-23

F FORD MTR CO220.7K shares273.83%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED5.9K shares18.31%2026-06-302026-07-23

USMV ISHARES TR30.6K shares42.34%2026-06-302026-07-23

WMT WALMART INC25.9K shares27.59%2026-06-302026-07-23

VGT VANGUARD WORLD FD24.5K shares743.40%2026-06-302026-07-23

HD HOME DEPOT INC8.3K shares39.64%2026-06-302026-07-23

Sponsored

LRCX LAM RESEARCH CORP6.8K shares78.17%2026-06-302026-07-23

IYW ISHARES TR11.5K shares-1.93%2026-06-302026-07-23

VEEV VEEVA SYS INC16.4K shares16.34%2026-06-302026-07-23

IJS ISHARES TR21.2K shares-0.70%2026-06-302026-07-23

HPQ HP INC130.8K sharesnew addition2026-06-302026-07-23

CGGR CAPITAL GROUP GROWTH ETF60.7K shares6.39%2026-06-302026-07-23

BUXX EA SERIES TRUST141.3K sharesnew addition2026-06-302026-07-23

HAL HALLIBURTON CO83.8K shares-36.24%2026-06-302026-07-23

Sponsored

DGT SPDR SERIES TRUST15.1K shares-1.88%2026-06-302026-07-23

ACWX ISHARES TR36.7K shares55.02%2026-06-302026-07-23

XLP SELECT SECTOR SPDR TR33.5K shares19.58%2026-06-302026-07-23

DFGP DIMENSIONAL ETF TRUST50.2K shares23.45%2026-06-302026-07-23

AVUS AMERICAN CENTY ETF TR21.3K shares2.72%2026-06-302026-07-23

MRK MERCK & CO INC21.0K shares93.33%2026-06-302026-07-23

ORACLE CORP ORACLE CORP18.3K shares21.10%2026-06-302026-07-23

FBND FIDELITY MERRIMACK STR TR58.6K shares4.82%2026-06-302026-07-23

Sponsored

MELI MERCADOLIBRE INC1.6K shares-3.87%2026-06-302026-07-23

BTU PEABODY ENGR CORP112.8K shares43.70%2026-06-302026-07-23

SLB SLB LIMITED55.6K shares-39.97%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC7.5K shares124.97%2026-06-302026-07-23

DIHP DIMENSIONAL ETF TRUST75.0K shares5.46%2026-06-302026-07-23

SHY ISHARES TR31.2K shares-9.26%2026-06-302026-07-23

AVDE AMERICAN CENTY ETF TR28.6K shares1.13%2026-06-302026-07-23

XLF SELECT SECTOR SPDR TR47.3K shares14.41%2026-06-302026-07-23

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN49.1K shares-2.67%2026-06-302026-07-23

VWOB VANGUARD WHITEHALL FDS37.1K shares-4.29%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC21.3K shares-18.64%2026-06-302026-07-23

DFUS DIMENSIONAL ETF TRUST30.2K sharesnew addition2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.2K shares52.82%2026-06-302026-07-23

WORLD GOLD TR WORLD GOLD TR30.7K shares93.56%2026-06-302026-07-23

SILJ AMPLIFY ETF TR93.4K shares-43.41%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.8K shares46.66%2026-06-302026-07-23

Sponsored

CISCO SYS INC CISCO SYS INC20.5K shares5.76%2026-06-302026-07-23

CNI CANADIAN NATL RY CO19.8K shares35.40%2026-06-302026-07-23

URI UNITED RENTALS INC2.1K sharesnew addition2026-06-302026-07-23

FREL FIDELITY COVINGTON TRUST79.1K shares3.19%2026-06-302026-07-23

DFIP DIMENSIONAL ETF TRUST56.0K shares6.79%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST56.8K shares3.14%2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING IN10.3K shares20.73%2026-06-302026-07-23

VYMI VANGUARD WHITEHALL FDS23.3K shares11.76%2026-06-302026-07-23

Sponsored

KO COCA COLA CO27.7K shares1.81%2026-06-302026-07-23

OEF ISHARES TR6.2K shares19.81%2026-06-302026-07-23

GE GE AEROSPACE6.0K shares-1.06%2026-06-302026-07-23

IWN ISHARES TR10.1K shares0.87%2026-06-302026-07-23

IWP ISHARES TR15.3K shares-7.73%2026-06-302026-07-23

FTEC FIDELITY COVINGTON TRUST7.8K shares-7.35%2026-06-302026-07-23

XLY SELECT SECTOR SPDR TR18.2K shares15.10%2026-06-302026-07-23

FLOT ISHARES TR41.3K shares376.97%2026-06-302026-07-23

Sponsored

MUB ISHARES TR19.4K shares6.92%2026-06-302026-07-23

ABT ABBOTT LABORATORIES22.6K shares25.11%2026-06-302026-07-23

OPEN OPENDOOR TECHNOLOGIES INC440.7K shares0.03%2026-06-302026-07-23

BAC BANK OF AMER CORP35.7K shares-46.28%2026-06-302026-07-23

DYNF BLACKROCK ETF TRUST29.7K shares27.01%2026-06-302026-07-23

WASTE MGMT INC DEL WASTE MGMT INC DEL9.0K shares0.59%2026-06-302026-07-23

UNP UNION PAC CORP7.4K shares3.56%2026-06-302026-07-23

AA ALCOA CORP38.4K shares403.25%2026-06-302026-07-23

Sponsored

TMO THERMO FISHER SCIENTIFIC INC4.0K shares22.04%2026-06-302026-07-23

XYL XYLEM INC16.7K shares62.20%2026-06-302026-07-23

CLOA BLACKROCK ETF TRUST II38.0K shares216.58%2026-06-302026-07-23

DVY ISHARES TR12.6K shares-0.04%2026-06-302026-07-23

XLI SELECT SECTOR SPDR TR10.6K shares-0.27%2026-06-302026-07-23

PAAA PGIM ETF TR38.2K shares209.10%2026-06-302026-07-23

ARK ETF TR ARK ETF TR48.2K shares-0.48%2026-06-302026-07-23

IAU ISHARES GOLD TR24.9K shares65.93%2026-06-302026-07-23

Sponsored

ARK ETF TR ARK ETF TR23.2K shares-2.53%2026-06-302026-07-23

PDBC INVESCO ACTVELY MNGD ETC FD118.3K shares88.48%2026-06-302026-07-23

NXT NEXTPOWER INC15.4K shares41.75%2026-06-302026-07-23

AVLV AMERICAN CENTY ETF TR20.1K shares22.30%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC1.8K shares-4.35%2026-06-302026-07-23

XLE SELECT SECTOR SPDR TR33.9K shares-28.60%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC42.3K shares-3.49%2026-06-302026-07-23

AVDV AMERICAN CENTY ETF TR17.2K shares5.88%2026-06-302026-07-23

Sponsored

DISV DIMENSIONAL ETF TRUST44.1K shares1.37%2026-06-302026-07-23

MGK VANGUARD WORLD FD20.1K shares400.65%2026-06-302026-07-23

IUSB ISHARES TR37.5K shares40.65%2026-06-302026-07-23

T AT&T INC82.8K shares-22.77%2026-06-302026-07-23

QUS SPDR SERIES TRUST9.2K shares-10.79%2026-06-302026-07-23

LQD ISHARES TR15.6K shares-7.60%2026-06-302026-07-23

HYG ISHARES TR21.1K shares1.21%2026-06-302026-07-23

SCHZ SCHWAB STRATEGIC TR72.1K shares-5.47%2026-06-302026-07-23

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CGDV CAPITAL GROUP DIVIDEND VALUE33.7K shares1.24%2026-06-302026-07-23

GOVT ISHARES TR72.6K shares1.06%2026-06-302026-07-23

TLT ISHARES TR19.1K shares30.27%2026-06-302026-07-23

GILD GILEAD SCIENCES INC13.0K shares0.65%2026-06-302026-07-23

BTI BRITISH AMERN TOB PLC26.5K shares-4.36%2026-06-302026-07-23

TMUS T-MOBILE US INC9.8K shares45.12%2026-06-302026-07-23

EMR EMERSON ELEC CO11.3K shares0.37%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC5.4K sharesnew addition2026-06-302026-07-23

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VOE VANGUARD INDEX FDS8.1K shares-1.90%2026-06-302026-07-23

JNK SPDR SERIES TRUST16.7K shares4.31%2026-06-302026-07-23

PEP PEPSICO INC11.8K shares15.87%2026-06-302026-07-23

XYZ BLOCK INC21.0K shares17.84%2026-06-302026-07-23

CMI CUMMINS INC2.2K shares7.25%2026-06-302026-07-23

XLC SELECT SECTOR SPDR TR14.3K shares11.18%2026-06-302026-07-23

EEM ISHARES TR22.3K shares1.48%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR41.8K shares1.33%2026-06-302026-07-23

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DFSI DIMENSIONAL ETF TRUST33.5K shares4.15%2026-06-302026-07-23

PH PARKER-HANNIFIN CORP1.5K shares0.39%2026-06-302026-07-23

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares100.00%2026-06-302026-07-23

MCD MCDONALDS CORP5.5K shares10.10%2026-06-302026-07-23

SOLS SOLSTICE ADVANCED MATLS INC16.8K shares-28.30%2026-06-302026-07-23

HFWA HERITAGE FINL CORP WASH49.5K shares-1.76%2026-06-302026-07-23

VGIT VANGUARD SCOTTSDALE FDS24.6K shares-3.28%2026-06-302026-07-23

C CITIGROUP INC10.4K shares12.53%2026-06-302026-07-23

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SUB ISHARES TR13.5K shares39.38%2026-06-302026-07-23

PHYS SPROTT ASSET MANAGEMENT LP47.0K shares-13.05%2026-06-302026-07-23

PAVE GLOBAL X FDS23.9K sharesnew addition2026-06-302026-07-23

FYT FIRST TR EXCHANGE-TRADED ALP20.1K shares0.04%2026-06-302026-07-23

FENI FIDELITY COVINGTON TRUST34.9K shares-12.77%2026-06-302026-07-23

BMY BRISTOL-MYERS SQUIBB CO24.1K shares6.39%2026-06-302026-07-23

IJJ ISHARES TR9.4K shares0.00%2026-06-302026-07-23

BLV VANGUARD BD INDEX FDS20.0K shares6.27%2026-06-302026-07-23

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IEI ISHARES TR11.7K shares-0.96%2026-06-302026-07-23

SOFI SOFI TECHNOLOGIES INC76.6K shares24.58%2026-06-302026-07-23

DGRO ISHARES TR18.1K shares0.20%2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR37.1K shares12.76%2026-06-302026-07-23

WTAI WISDOMTREE TR28.7K shares8.90%2026-06-302026-07-23

VGK VANGUARD INTL EQUITY INDEX F15.3K shares1.95%2026-06-302026-07-23

IGSB ISHARES TR25.5K shares16.70%2026-06-302026-07-23

VT VANGUARD INTL EQUITY INDEX F8.5K shares276.73%2026-06-302026-07-23

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ARK ETF TR ARK ETF TR31.7K shares55.34%2026-06-302026-07-23

MFC MANULIFE FINL CORP32.8K shares7.30%2026-06-302026-07-23

ESGV VANGUARD WORLD FD10.0K shares412.83%2026-06-302026-07-23

KYN KAYNE ANDERSON ENERGY INFRST95.6K shares16.54%2026-06-302026-07-23

MTUM ISHARES TR3.8K shares-2.64%2026-06-302026-07-23

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION9.0K shares2.46%2026-06-302026-07-23

SCHC SCHWAB STRATEGIC TR27.0K shares5.37%2026-06-302026-07-23

VOX VANGUARD WORLD FD7.1K shares0.45%2026-06-302026-07-23

Sponsored

STIP ISHARES TR12.7K shares8.37%2026-06-302026-07-23

BX BLACKSTONE INC11.0K shares36.46%2026-06-302026-07-23

FUTY FIDELITY COVINGTON TRUST22.2K shares0.15%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP2.5K shares126.04%2026-06-302026-07-23

BAI BLACKROCK ETF TRUST24.5K shares9.13%2026-06-302026-07-23

HYD VANECK ETF TRUST25.1K shares-2.71%2026-06-302026-07-23

LIN LINDE PLC2.5K shares189.16%2026-06-302026-07-23

SPG SIMON PPTY GROUP INC NEW5.7K shares-0.58%2026-06-302026-07-23

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FSLR FIRST SOLAR INC5.3K shares44.78%2026-06-302026-07-23

AMAL AMALGAMATED FINANCIAL CORP27.2K shares56.99%2026-06-302026-07-23

PFE PFIZER INC51.8K shares-3.93%2026-06-302026-07-23

NVO NOVO-NORDISK A S25.9K shares25.43%2026-06-302026-07-23

NYT NEW YORK TIMES CO MTN BE17.7K shares16.44%2026-06-302026-07-23

UL UNILEVER PLC20.6K shares72.15%2026-06-302026-07-23

SCHV SCHWAB STRATEGIC TR35.4K shares-0.40%2026-06-302026-07-23

SPHQ INVESCO EXCHANGE TRADED FD T13.7K shares22.48%2026-06-302026-07-23

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CLOUDFLARE INC CLOUDFLARE INC5.0K shares25.03%2026-06-302026-07-23

SCHP SCHWAB STRATEGIC TR46.2K shares2.04%2026-06-302026-07-23

KMB KIMBERLY-CLARK CORP11.0K shares70.68%2026-06-302026-07-23

IHDG WISDOMTREE TR23.1K shares0.75%2026-06-302026-07-23

SPIB SPDR SERIES TRUST36.1K shares-4.16%2026-06-302026-07-23

PFFD GLOBAL X FDS64.3K shares8.38%2026-06-302026-07-23

IR INGERSOLL RAND INC14.6K sharesnew addition2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW9.4K shares94.53%2026-06-302026-07-23

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SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR26.0K shares3.35%2026-06-302026-07-23

PBW INVESCO EXCHANGE TRADED FD T29.7K shares-8.58%2026-06-302026-07-23

BUFR FIRST TR EXCHNG TRADED FD VI31.6K shares0.09%2026-06-302026-07-23

ATR APTARGROUP INC9.2K shares33.75%2026-06-302026-07-23

O REALTY INCOME CORP18.2K shares2.24%2026-06-302026-07-23

LOW LOWES COS INC5.1K shares-14.30%2026-06-302026-07-23

NEM NEWMONT CORP12.1K shares11.85%2026-06-302026-07-23

QCLN FIRST TR EXCHANGE-TRADED FD18.2K shares-8.65%2026-06-302026-07-23

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IWR ISHARES TR10.1K shares72.41%2026-06-302026-07-23

SPEM SPDR INDEX SHS FDS21.5K shares-6.12%2026-06-302026-07-23

ILMN ILLUMINA INC6.2K shares19.49%2026-06-302026-07-23

IWB ISHARES TR2.6K shares-11.88%2026-06-302026-07-23

CORO BLACKROCK ETF TRUST28.9K shares53.89%2026-06-302026-07-23

DBA INVESCO DB MULTI-SECTOR COMM39.5K shares-49.41%2026-06-302026-07-23

TAN INVESCO EXCH TRADED FD TR II17.8K shares-80.39%2026-06-302026-07-23

REGN REGENERON PHARMACEUTICALS1.7K shares-12.36%2026-06-302026-07-23

Sponsored

FLEX FLEX LTD6.5K shares-5.78%2026-06-302026-07-23

USFR WISDOMTREE TR20.6K shares-60.90%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO10.8K shares-2.07%2026-06-302026-07-23

VCIT VANGUARD SCOTTSDALE FDS12.4K shares-6.53%2026-06-302026-07-23

VGLT VANGUARD SCOTTSDALE FDS18.6K shares97.25%2026-06-302026-07-23

VLTO VERALTO CORP11.6K shares64.48%2026-06-302026-07-23

GBTC GRAYSCALE BITCOIN TRUST ETF22.5K shares-0.71%2026-06-302026-07-23

MDY STATE STR SPDR S&P MIDCAP 401.4K shares43.35%2026-06-302026-07-23

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FDL FIRST TR EXCHANGE-TRADED FD20.7K shares0.08%2026-06-302026-07-23

SWK STANLEY BLACK & DECKER INC10.7K sharesnew addition2026-06-302026-07-23

QQWZ PACER FDS TR34.0K shares141.54%2026-06-302026-07-23

SPSM SPDR SERIES TRUST17.1K shares0.67%2026-06-302026-07-23

NUE NUCOR CORP4.3K shares173.07%2026-06-302026-07-23

IUSV ISHARES TR8.7K shares-19.78%2026-06-302026-07-23

COIN COINBASE GLOBAL INC6.5K shares1.90%2026-06-302026-07-23

SLG SL GREEN RLTY CORP18.3K sharesnew addition2026-06-302026-07-23

Sponsored

NTRA NATERA INC3.5K shares-48.12%2026-06-302026-07-23

EIX EDISON INTL12.4K shares-14.85%2026-06-302026-07-23

RDVY FIRST TR EXCHANGE TRADED FD11.3K shares22.97%2026-06-302026-07-23

MO ALTRIA GROUP INC12.7K shares-8.20%2026-06-302026-07-23

DFSE DIMENSIONAL ETF TRUST18.3K shares1.64%2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.12.4K shares-56.38%2026-06-302026-07-23

CTA SIMPLIFY EXCHANGE TRADED FUN33.8K shares9.43%2026-06-302026-07-23

CSX CSX CORP18.4K shares5.26%2026-06-302026-07-23

Sponsored

IBHF ISHARES TR38.6K shares-9.75%2026-06-302026-07-23

SDY SPDR SERIES TRUST5.7K shares1.01%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC9.9K shares1.96%2026-06-302026-07-23

FMDE FIDELITY COVINGTON TRUST21.2K shares-4.41%2026-06-302026-07-23

ARTY ISHARES TR11.2K sharesnew addition2026-06-302026-07-23

HASI HA SUSTAINABLE INFRA CAP INC21.8K shares-13.60%2026-06-302026-07-23

DFSD DIMENSIONAL ETF TRUST17.6K shares-0.20%2026-06-302026-07-23

MLPA GLOBAL X FDS15.8K shares115.88%2026-06-302026-07-23

Sponsored

ITA ISHARES TR3.5K shares277.10%2026-06-302026-07-23

SPMO INVESCO EXCH TRADED FD TR II5.1K shares18.03%2026-06-302026-07-23

IJT ISHARES TR4.6K shares1.78%2026-06-302026-07-23

CGUS CAPITAL GROUP CORE EQUITY ET18.3K shares13.52%2026-06-302026-07-23

DFSV DIMENSIONAL ETF TRUST21.0K shares13.08%2026-06-302026-07-23

EFV ISHARES TR10.6K shares-24.65%2026-06-302026-07-23

MBB ISHARES TR8.6K shares-5.52%2026-06-302026-07-23

ET ENERGY TRANSFER L P41.9K shares15.02%2026-06-302026-07-23

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP4.7K sharesnew addition2026-06-302026-07-23

CDNS CADENCE DESIGN SYSTEM INC2.1K shares40.40%2026-06-302026-07-23

IEF ISHARES TR8.4K shares142.61%2026-06-302026-07-23

SHEL SHELL PLC10.3K shares-3.53%2026-06-302026-07-23

GSK PLC GSK PLC15.2K shares13.71%2026-06-302026-07-23

IAGG ISHARES TR15.7K shares-24.99%2026-06-302026-07-23

EPD ENTERPRISE PRODS PARTNERS L21.4K shares15.05%2026-06-302026-07-23

DIS DISNEY WALT CO8.1K shares-0.69%2026-06-302026-07-23

Sponsored

KRE SPDR SERIES TRUST10.4K sharesnew addition2026-06-302026-07-23

APH AMPHENOL CORP4.4K shares23.66%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC4.3K shares-0.51%2026-06-302026-07-23

EAGG ISHARES TR16.2K sharesnew addition2026-06-302026-07-23

UNITY SOFTWARE INC UNITY SOFTWARE INC26.8K shares0.10%2026-06-302026-07-23

DGS WISDOMTREE TR11.6K shares0.55%2026-06-302026-07-23

PHB INVESCO EXCH TRADED FD TR II40.8K shares-8.73%2026-06-302026-07-23

SPHY SPDR SERIES TRUST31.8K shares8.74%2026-06-302026-07-23

Sponsored

TXN TEXAS INSTRS INC2.5K shares-0.28%2026-06-302026-07-23

DFIV DIMENSIONAL ETF TRUST13.6K shares0.26%2026-06-302026-07-23

OXY OCCIDENTAL PETE CORP15.1K shares1.06%2026-06-302026-07-23

PGR PROGRESSIVE CORP3.3K shares2.36%2026-06-302026-07-23

MDYG SPDR SERIES TRUST6.5K shares-12.48%2026-06-302026-07-23

KR KROGER CO13.1K shares44.76%2026-06-302026-07-23

LHX L3HARRIS TECHNOLOGIES INC2.5K shares90.52%2026-06-302026-07-23

KLAC KLA CORP2.4K shares749.10%2026-06-302026-07-23

Sponsored

MS MORGAN STANLEY3.4K shares2.98%2026-06-302026-07-23

COP CONOCOPHILLIPS6.8K shares-2.06%2026-06-302026-07-23

BLCR BLACKROCK ETF TRUST13.8K shares29.83%2026-06-302026-07-23

SPYG SPDR SERIES TRUST5.6K shares12.19%2026-06-302026-07-23

SNOWFLAKE INC SNOWFLAKE INC2.6K sharesnew addition2026-06-302026-07-23

ICLR ICON PUB LTD CO3.8K shares0.37%2026-06-302026-07-23

ASTRAZENECA PLC ASTRAZENECA PLC3.5K shares-19.07%2026-06-302026-07-23

AFL AFLAC INC5.6K sharesnew addition2026-06-302026-07-23

Sponsored

3M CO 3M CO4.0K shares3.80%2026-06-302026-07-23

BMO BANK MONTREAL MEDIUM3.7K shares0.05%2026-06-302026-07-23

TJX TJX COS INC NEW4.3K shares5.83%2026-06-302026-07-23

EWJ ISHARES INC6.9K shares-3.88%2026-06-302026-07-23

EFX EQUIFAX INC4.0K shares0.17%2026-06-302026-07-23

VBK VANGUARD INDEX FDS1.8K shares2.52%2026-06-302026-07-23

RING ISHARES INC9.9K shares-8.49%2026-06-302026-07-23

JETS ETF SER SOLUTIONS19.2K sharesnew addition2026-06-302026-07-23

Sponsored

IYR ISHARES TR6.2K shares-5.41%2026-06-302026-07-23

XAR SPDR SERIES TRUST2.2K shares101.82%2026-06-302026-07-23

DE DEERE & CO985 shares-13.37%2026-06-302026-07-23

AXP AMERICAN EXPRESS CO1.8K shares-1.50%2026-06-302026-07-23

FAD FIRST TR EXCHANGE-TRADED ALP3.1K shares9.75%2026-06-302026-07-23

BLACKROCK ETF TRUST BLACKROCK ETF TRUST21.8K sharesnew addition2026-06-302026-07-23

HGER HARBOR ETF TRUST20.8K sharesnew addition2026-06-302026-07-23

TFLO ISHARES TR12.1K shares107.86%2026-06-302026-07-23

Sponsored

ARK ETF TR ARK ETF TR4.2K shares1.53%2026-06-302026-07-23

EWZ ISHARES INC17.3K shares-82.56%2026-06-302026-07-23

IBIT ISHARES BITCOIN TRUST ETF17.9K shares60.43%2026-06-302026-07-23

PTY PIMCO CORPORATE & INCOME OPP48.4K shares10.45%2026-06-302026-07-23

NOC NORTHROP GRUMMAN CORP1.1K shares75.08%2026-06-302026-07-23

VCSH VANGUARD SCOTTSDALE FDS7.3K shares0.00%2026-06-302026-07-23

VFQY VANGUARD WELLINGTON FD3.3K shares0.24%2026-06-302026-07-23

SHYG ISHARES TR13.3K shares-0.66%2026-06-302026-07-23

Sponsored

SUSA ISHARES TR3.7K sharesnew addition2026-06-302026-07-23

TRGP TARGA RES CORP2.1K shares-0.10%2026-06-302026-07-23

AKRE PROFESIONALLY MANAGED PORTFO10.5K shares50.61%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR19.0K shares1.17%2026-06-302026-07-23

XLB SELECT SECTOR SPDR TR11.0K shares7.88%2026-06-302026-07-23

ESGD ISHARES TR5.4K sharesnew addition2026-06-302026-07-23

CMCSA COMCAST CORP NEW22.7K shares-7.75%2026-06-302026-07-23

IVLU ISHARES TR13.2K shares-12.57%2026-06-302026-07-23

Sponsored

BN BROOKFIELD CORP13.0K shares0.00%2026-06-302026-07-23

CBT CABOT CORP6.1K shares-40.45%2026-06-302026-07-23

BIIB BIOGEN INC2.6K shares123.75%2026-06-302026-07-23

GLTR ABRDN PRECIOUS METALS BASKET3.0K shares11.33%2026-06-302026-07-23

RITM RITHM CAPITAL CORP58.3K shares-7.16%2026-06-302026-07-23

CRM SALESFORCE INC3.5K shares5.63%2026-06-302026-07-23

USRT ISHARES TR8.2K shares48.28%2026-06-302026-07-23

IBB ISHARES TR2.9K shares103.48%2026-06-302026-07-23

Sponsored

NVS NOVARTIS AG3.5K shares-1.31%2026-06-302026-07-23

STRATEGY INC STRATEGY INC6.2K shares14.39%2026-06-302026-07-23

INSM INSMED INC5.1K shares-88.70%2026-06-302026-07-23

DEXCOM INC DEXCOM INC8.0K shares12.50%2026-06-302026-07-23

DBMF LITMAN GREGORY FDS TR17.4K shares-45.24%2026-06-302026-07-23

GNMA ISHARES TR12.0K sharesnew addition2026-06-302026-07-23

BDYN BLACKROCK ETF TRUST19.1K shares2.06%2026-06-302026-07-23

GME GAMESTOP CORP23.9K shares-16.15%2026-06-302026-07-23

Sponsored

WFC WELLS FARGO & CO6.4K shares3.27%2026-06-302026-07-23

GD GENERAL DYNAMICS CORP1.5K shares-48.88%2026-06-302026-07-23

ADM ARCHER DANIELS MIDLAND CO6.8K shares110.70%2026-06-302026-07-23

CIEN CIENA CORP1.1K shares-2.03%2026-06-302026-07-23

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.6K shares11.14%2026-06-302026-07-23

PSX PHILLIPS 663.0K shares-25.41%2026-06-302026-07-23

VHT VANGUARD WORLD FD1.7K shares20.07%2026-06-302026-07-23

THRO BLACKROCK ETF TRUST11.7K shares-17.05%2026-06-302026-07-23

Sponsored

IWO ISHARES TR1.3K shares43.55%2026-06-302026-07-23

VPL VANGUARD INTL EQUITY INDEX F4.3K shares0.00%2026-06-302026-07-23

SHLD GLOBAL X FDS8.3K shares-79.09%2026-06-302026-07-23

TER TERADYNE INC1.0K shares29.84%2026-06-302026-07-23

DOMINION ENERGY INC DOMINION ENERGY INC7.3K shares-63.89%2026-06-302026-07-23

SCHB SCHWAB STRATEGIC TR17.0K shares-3.84%2026-06-302026-07-23

SCZ ISHARES TR6.0K shares-5.80%2026-06-302026-07-23

DFGR DIMENSIONAL ETF TRUST16.8K shares14.37%2026-06-302026-07-23

Sponsored

B BARRICK MNG CORP13.1K shares0.49%2026-06-302026-07-23

SCHH SCHWAB STRATEGIC TR20.3K shares4.65%2026-06-302026-07-23

TTEK TETRA TECH INC NEW16.6K shares0.11%2026-06-302026-07-23

CGMU CAPITAL GRP FIXED INCM ETF T17.3K shares5.28%2026-06-302026-07-23

VGSR MANAGER DIRECTED PORTFOLIOS41.5K shares2.47%2026-06-302026-07-23

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F7.7K shares72.90%2026-06-302026-07-23

DXUV DIMENSIONAL ETF TRUST7.1K shares-5.26%2026-06-302026-07-23

MCO MOODYS CORP1.0K sharesnew addition2026-06-302026-07-23

Sponsored

RIO RIO TINTO PLC4.9K shares-13.67%2026-06-302026-07-23

JEPI J P MORGAN EXCHANGE TRADED F8.2K shares104.25%2026-06-302026-07-23

KIE SPDR SERIES TRUST7.5K sharesnew addition2026-06-302026-07-23

SCJ ISHARES INC4.3K shares-53.23%2026-06-302026-07-23

ORA ORMAT TECHNOLOGIES INC4.2K shares81.08%2026-06-302026-07-23

ALAB ASTERA LABS INC931 shares-54.52%2026-06-302026-07-23

SHV ISHARES TR4.1K shares8.26%2026-06-302026-07-23

KMI KINDER MORGAN INC DEL14.0K shares-3.45%2026-06-302026-07-23

Sponsored

IUSG ISHARES TR2.3K shares-49.04%2026-06-302026-07-23

TLH ISHARES TR4.4K shares6.28%2026-06-302026-07-23

BKNG BOOKING HOLDINGS INC2.5K shares3801.59%2026-06-302026-07-23

SPMD SPDR SERIES TRUST6.5K shares0.17%2026-06-302026-07-23

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC5.5K shares0.16%2026-06-302026-07-23

IXJ ISHARES TR4.4K shares-13.51%2026-06-302026-07-23

GGN GAMCO GLOBAL GOLD NAT RES &88.5K shares0.32%2026-06-302026-07-23

PDP INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2026-06-302026-07-23

Sponsored

DPG DUFF & PHELPS UTLITY AND INF28.7K shares-19.70%2026-06-302026-07-23

IWS ISHARES TR2.6K shares-0.77%2026-06-302026-07-23

ANET ARISTA NETWORKS INC2.5K shares8.80%2026-06-302026-07-23

ETFS GOLD TR ETFS GOLD TR10.9K shares-2.00%2026-06-302026-07-23

ECL ECOLAB INC1.5K shares11.80%2026-06-302026-07-23

DFAT DIMENSIONAL ETF TRUST5.9K shares52.87%2026-06-302026-07-23

S&P GLOBAL INC S&P GLOBAL INC1.0K shares18.76%2026-06-302026-07-23

QUANTA SVCS INC QUANTA SVCS INC560 sharesnew addition2026-06-302026-07-23

Sponsored

DELL DELL TECHNOLOGIES INC934 shares-43.33%2026-06-302026-07-23

IHI ISHARES TR8.2K shares33.18%2026-06-302026-07-23

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II8.0K sharesnew addition2026-06-302026-07-23

DFAS DIMENSIONAL ETF TRUST4.9K shares-15.13%2026-06-302026-07-23

QLD PROSHARES TR4.1K shares0.00%2026-06-302026-07-23

FISR SSGA ACTIVE TR15.6K shares42.98%2026-06-302026-07-23

CERY SPDR SERIES TRUST11.9K shares0.38%2026-06-302026-07-23

FNCL FIDELITY COVINGTON TRUST5.2K shares8.26%2026-06-302026-07-23

Sponsored

VMBS VANGUARD SCOTTSDALE FDS8.3K shares-22.84%2026-06-302026-07-23

ORLY OREILLY AUTOMOTIVE INC4.2K shares-5.02%2026-06-302026-07-23

AGGH SIMPLIFY EXCHANGE TRADED FUN19.2K shares-72.44%2026-06-302026-07-23

IWV ISHARES TR908 shares0.00%2026-06-302026-07-23

MSFT

MICROSOFT CORP

3.24%

Shares237.0K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

7.24%

Shares274.3K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

0.36%

Shares240.8K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

5.25%

Shares62.6K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

492.66%

Shares515.7K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

2.02%

Shares180.7K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

2.97%

Shares101.0K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

-5.34%

Shares134.7K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

1.40%

Shares190.0K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

311.29%

Shares246.7K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

17.35%

Shares71.0K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-3.60%

Shares30.6K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

-3.17%

Shares49.5K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.95%

Shares41.6K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

1.22%

Shares21.2K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

7.79%

Shares53.0K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

7.52%

Shares15.6K

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD BD INDEX FDS

-6.60%

Shares223.7K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

2.64%

Shares137.5K

Event2026-06-30

Filed2026-07-23

DFAC

DIMENSIONAL ETF TRUST

3.99%

Shares367.6K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

-3.69%

Shares228.9K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

12.18%

Shares21.3K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD BD INDEX FDS

3.04%

Shares213.0K

Event2026-06-30

Filed2026-07-23

ISHARES TR

25.37%

Shares155.8K

Event2026-06-30

Filed2026-07-23

BIV

VANGUARD BD INDEX FDS

22.37%

Shares190.6K

Event2026-06-30

Filed2026-07-23

SMH

VANECK ETF TRUST

-14.29%

Shares21.5K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

-2.34%

Shares85.7K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

10.61%

Shares35.0K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

-2.18%

Shares34.5K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.18%

Shares26.6K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

8.06%

Shares51.9K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

-9.47%

Shares10.3K

Event2026-06-30

Filed2026-07-23

BNDX

VANGUARD CHARLOTTE FDS

-4.69%

Shares247.8K

Event2026-06-30

Filed2026-07-23

VNQ

VANGUARD INDEX FDS

-3.99%

Shares123.5K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

10.43%

Shares77.8K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

4.45%

Shares57.9K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

15.16%

Shares138.6K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

0.18%

Shares15.5K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.91%

Shares29.3K

Event2026-06-30

Filed2026-07-23

DFSU

DIMENSIONAL ETF TRUST

0.76%

Shares210.9K

Event2026-06-30

Filed2026-07-23

AVIV

AMERICAN CENTY ETF TR

1.69%

Shares125.7K

Event2026-06-30

Filed2026-07-23

VANECK ETF TRUST

-9.41%

Shares127.2K

Event2026-06-30

Filed2026-07-23

BOXX

EA SERIES TRUST

10.33%

Shares79.2K

Event2026-06-30

Filed2026-07-23

BOEING CO

-19.70%

Shares42.6K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

31.37%

Shares27.9K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

3.96%

Shares105.8K

Event2026-06-30

Filed2026-07-23

GDXJ

VANECK ETF TRUST

-6.09%

Shares91.6K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

331.67%

Shares109.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

10.05%

Shares28.8K

Event2026-06-30

Filed2026-07-23

ROK

ROCKWELL AUTOMATION INC

184.53%

Shares17.5K

Event2026-06-30

Filed2026-07-23

VRT

VERTIV HOLDINGS CO

-14.79%

Shares25.2K

Event2026-06-30

Filed2026-07-23

ISHARES TR

5.95%

Shares86.0K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

3.83%

Shares261.4K

Event2026-06-30

Filed2026-07-23

ALPS ETF TR

0.22%

Shares157.9K

Event2026-06-30

Filed2026-07-23

SLYV

SPDR SERIES TRUST

-16.68%

Shares74.4K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

-23.54%

Shares31.7K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

-1.58%

Shares33.9K

Event2026-06-30

Filed2026-07-23

AIRR

FIRST TR EXCHANGE TRADED FD

27.36%

Shares60.0K

Event2026-06-30

Filed2026-07-23

SPDR SERIES TRUST

11.34%

Shares89.9K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

4.15%

Shares94.0K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

4.80%

Shares52.3K

Event2026-06-30

Filed2026-07-23

XMMO

INVESCO EXCHANGE TRADED FD T

1.56%

Shares44.3K

Event2026-06-30

Filed2026-07-23

IXUS

ISHARES TR

-0.37%

Shares78.2K

Event2026-06-30

Filed2026-07-23

USB

US BANCORP

0.75%

Shares121.1K

Event2026-06-30

Filed2026-07-23

BLACKBERRY LTD

New

Shares558.9K

Event2026-06-30

Filed2026-07-23

CCJ

CAMECO CORP

-12.06%

Shares69.1K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

-49.35%

Shares12.2K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

30.50%

Shares27.4K

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

-0.57%

Shares28.1K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

-12.72%

Shares11.4K

Event2026-06-30

Filed2026-07-23

RWL

INVESCO EXCH TRADED FD TR II

0.09%

Shares51.9K

Event2026-06-30

Filed2026-07-23

DIA

STATE STR SPDR DOW JONES IND

13.42%

Shares12.7K

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SVCS INC

-43.58%

Shares60.7K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

23.12%

Shares47.4K

Event2026-06-30

Filed2026-07-23

FREEPORT MCMORAN INC

28.28%

Shares103.4K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

9.14%

Shares6.0K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

0.89%

Shares25.0K

Event2026-06-30

Filed2026-07-23

COWZ

PACER FDS TR

-2.98%

Shares101.5K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

-4.85%

Shares16.1K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

1.36%

Shares97.2K

Event2026-06-30

Filed2026-07-23

VOT

VANGUARD INDEX FDS

1.40%

Shares18.9K

Event2026-06-30

Filed2026-07-23

BIL

SPDR SERIES TRUST

108.59%

Shares62.9K

Event2026-06-30

Filed2026-07-23

RWK

INVESCO EXCH TRADED FD TR II

-1.12%

Shares39.3K

Event2026-06-30

Filed2026-07-23

MTBA

SIMPLIFY EXCHANGE TRADED FUN

-14.04%

Shares116.6K

Event2026-06-30

Filed2026-07-23

COMT

ISHARES U S ETF TR

-7.80%

Shares184.6K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

-58.37%

Shares4.8K

Event2026-06-30

Filed2026-07-23

HOOD

ROBINHOOD MKTS INC

1068.35%

Shares54.6K

Event2026-06-30

Filed2026-07-23

VSS

VANGUARD INTL EQUITY INDEX F

3.42%

Shares34.3K

Event2026-06-30

Filed2026-07-23

SPDW

SPDR INDEX SHS FDS

1.53%

Shares104.5K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

-10.42%

Shares51.1K

Event2026-06-30

Filed2026-07-23

NBIS

NEBIUS GROUP N.V.

New

Shares18.8K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

115.72%

Shares27.3K

Event2026-06-30

Filed2026-07-23

VRTX

VERTEX PHARMACEUTICALS INC

59.97%

Shares10.1K

Event2026-06-30

Filed2026-07-23

AEM

AGNICO EAGLE MINES LTD

3.63%

Shares32.3K

Event2026-06-30

Filed2026-07-23

UFO

PROCURE ETF TRUST II

-7.80%

Shares98.6K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

17.99%

Shares5.2K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

17.03%

Shares23.0K

Event2026-06-30

Filed2026-07-23

BLOK

AMPLIFY ETF TR

-0.69%

Shares78.1K

Event2026-06-30

Filed2026-07-23

IMCG

ISHARES TR

-4.51%

Shares49.6K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

17.03%

Shares6.7K

Event2026-06-30

Filed2026-07-23

IWY

ISHARES TR

-0.84%

Shares16.7K

Event2026-06-30

Filed2026-07-23

PCAR

PACCAR INC

-0.59%

Shares40.1K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

-0.82%

Shares2.4K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

-12.20%

Shares92.1K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

4.61%

Shares56.1K

Event2026-06-30

Filed2026-07-23

SATS

ECHOSTAR CORP

122.31%

Shares44.8K

Event2026-06-30

Filed2026-07-23

QUAL

ISHARES TR

85.77%

Shares20.7K

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

25.17%

Shares11.2K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

1.19%

Shares31.6K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares19.8K

Event2026-06-30

Filed2026-07-23

PLANET LABS PBC

New

Shares130.9K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC

3.45%

Shares10.4K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

10.84%

Shares9.7K

Event2026-06-30

Filed2026-07-23

SGOV

ISHARES TR

110.36%

Shares40.2K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

-16.13%

Shares74.9K

Event2026-06-30

Filed2026-07-23

VISA INC

35.46%

Shares11.6K

Event2026-06-30

Filed2026-07-23

DFIC

DIMENSIONAL ETF TRUST

7.90%

Shares105.2K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

16.62%

Shares23.6K

Event2026-06-30

Filed2026-07-23

WAB

WABTEC

67.43%

Shares14.2K

Event2026-06-30

Filed2026-07-23

DHR

DANAHER CORP DEL

28.16%

Shares20.1K

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORPORATION

51.58%

Shares12.0K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

-0.77%

Shares36.0K

Event2026-06-30

Filed2026-07-23

CDW

CDW CORP

New

Shares26.5K

Event2026-06-30

Filed2026-07-23

TIP

ISHARES TR

8.83%

Shares33.0K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

1.19%

Shares130.3K

Event2026-06-30

Filed2026-07-23

CARR

CARRIER GLOBAL CORPORATION

153.87%

Shares48.8K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

127.31%

Shares22.2K

Event2026-06-30

Filed2026-07-23

VGSH

VANGUARD SCOTTSDALE FDS

-12.17%

Shares59.1K

Event2026-06-30

Filed2026-07-23

BANCO SANTANDER SA

New

Shares248.3K

Event2026-06-30

Filed2026-07-23

EDWARDS LIFESCIENCES CORP

13.36%

Shares37.3K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

0.25%

Shares99.4K

Event2026-06-30

Filed2026-07-23

IWM

ISHARES TR

7.88%

Shares11.1K

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares14.9K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

4.64%

Shares14.6K

Event2026-06-30

Filed2026-07-23

EMB

ISHARES TR

-4.40%

Shares33.9K

Event2026-06-30

Filed2026-07-23

JPST

J P MORGAN EXCHANGE TRADED F

-3.52%

Shares64.2K

Event2026-06-30

Filed2026-07-23

SPTS

SPDR SERIES TRUST

-10.83%

Shares110.4K

Event2026-06-30

Filed2026-07-23

SPGP

INVESCO EXCHANGE TRADED FD T

-8.97%

Shares26.1K

Event2026-06-30

Filed2026-07-23

DUHP

DIMENSIONAL ETF TRUST

7.51%

Shares76.2K

Event2026-06-30

Filed2026-07-23

RAIL

FREIGHTCAR AMER INC

New

Shares320.6K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

-6.82%

Shares11.1K

Event2026-06-30

Filed2026-07-23

NIKL

SPROTT FDS TR

4.84%

Shares243.5K

Event2026-06-30

Filed2026-07-23

AVEM

AMERICAN CENTY ETF TR

3.92%

Shares32.0K

Event2026-06-30

Filed2026-07-23

IGIB

ISHARES TR

New

Shares58.0K

Event2026-06-30

Filed2026-07-23

QQQM

INVESCO EXCH TRADED FD TR II

4.35%

Shares10.2K

Event2026-06-30

Filed2026-07-23

FORD MTR CO

273.83%

Shares220.7K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

18.31%

Shares5.9K

Event2026-06-30

Filed2026-07-23

USMV

ISHARES TR

42.34%

Shares30.6K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

27.59%

Shares25.9K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

743.40%

Shares24.5K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

39.64%

Shares8.3K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

78.17%

Shares6.8K

Event2026-06-30

Filed2026-07-23

IYW

ISHARES TR

-1.93%

Shares11.5K

Event2026-06-30

Filed2026-07-23

VEEV

VEEVA SYS INC

16.34%

Shares16.4K

Event2026-06-30

Filed2026-07-23

IJS

ISHARES TR

-0.70%

Shares21.2K

Event2026-06-30

Filed2026-07-23

HPQ

HP INC

New

Shares130.8K

Event2026-06-30

Filed2026-07-23

CGGR

CAPITAL GROUP GROWTH ETF

6.39%

Shares60.7K

Event2026-06-30

Filed2026-07-23

BUXX

EA SERIES TRUST

New

Shares141.3K

Event2026-06-30

Filed2026-07-23

HAL

HALLIBURTON CO

-36.24%

Shares83.8K

Event2026-06-30

Filed2026-07-23

DGT

SPDR SERIES TRUST

-1.88%

Shares15.1K

Event2026-06-30

Filed2026-07-23

ACWX

ISHARES TR

55.02%

Shares36.7K

Event2026-06-30

Filed2026-07-23

XLP

SELECT SECTOR SPDR TR

19.58%

Shares33.5K

Event2026-06-30

Filed2026-07-23

DFGP

DIMENSIONAL ETF TRUST

23.45%

Shares50.2K

Event2026-06-30

Filed2026-07-23

AVUS

AMERICAN CENTY ETF TR

2.72%

Shares21.3K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

93.33%

Shares21.0K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

21.10%

Shares18.3K

Event2026-06-30

Filed2026-07-23

FBND

FIDELITY MERRIMACK STR TR

4.82%

Shares58.6K

Event2026-06-30

Filed2026-07-23

MELI

MERCADOLIBRE INC

-3.87%

Shares1.6K

Event2026-06-30

Filed2026-07-23

BTU

PEABODY ENGR CORP

43.70%

Shares112.8K

Event2026-06-30

Filed2026-07-23

SLB

SLB LIMITED

-39.97%

Shares55.6K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

124.97%

Shares7.5K

Event2026-06-30

Filed2026-07-23

DIHP

DIMENSIONAL ETF TRUST

5.46%

Shares75.0K

Event2026-06-30

Filed2026-07-23

SHY

ISHARES TR

-9.26%

Shares31.2K

Event2026-06-30

Filed2026-07-23

AVDE

AMERICAN CENTY ETF TR

1.13%

Shares28.6K

Event2026-06-30

Filed2026-07-23

XLF

SELECT SECTOR SPDR TR

14.41%

Shares47.3K

Event2026-06-30

Filed2026-07-23

FBTC

FIDELITY WISE ORIGIN BITCOIN

-2.67%

Shares49.1K

Event2026-06-30

Filed2026-07-23

VWOB

VANGUARD WHITEHALL FDS

-4.29%

Shares37.1K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

-18.64%

Shares21.3K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL ETF TRUST

New

Shares30.2K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

52.82%

Shares3.2K

Event2026-06-30

Filed2026-07-23

WORLD GOLD TR

93.56%

Shares30.7K

Event2026-06-30

Filed2026-07-23

SILJ

AMPLIFY ETF TR

-43.41%

Shares93.4K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

46.66%

Shares5.8K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

5.76%

Shares20.5K

Event2026-06-30

Filed2026-07-23

CNI

CANADIAN NATL RY CO

35.40%

Shares19.8K

Event2026-06-30

Filed2026-07-23

URI

UNITED RENTALS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-23

FREL

FIDELITY COVINGTON TRUST

3.19%

Shares79.1K

Event2026-06-30

Filed2026-07-23

DFIP

DIMENSIONAL ETF TRUST

6.79%

Shares56.0K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

3.14%

Shares56.8K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING IN

20.73%

Shares10.3K

Event2026-06-30

Filed2026-07-23

VYMI

VANGUARD WHITEHALL FDS

11.76%

Shares23.3K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

1.81%

Shares27.7K

Event2026-06-30

Filed2026-07-23

OEF

ISHARES TR

19.81%

Shares6.2K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

-1.06%

Shares6.0K

Event2026-06-30

Filed2026-07-23

IWN

ISHARES TR

0.87%

Shares10.1K

Event2026-06-30

Filed2026-07-23

IWP

ISHARES TR

-7.73%

Shares15.3K

Event2026-06-30

Filed2026-07-23

FTEC

FIDELITY COVINGTON TRUST

-7.35%

Shares7.8K

Event2026-06-30

Filed2026-07-23

XLY

SELECT SECTOR SPDR TR

15.10%

Shares18.2K

Event2026-06-30

Filed2026-07-23

FLOT

ISHARES TR

376.97%

Shares41.3K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

6.92%

Shares19.4K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

25.11%

Shares22.6K

Event2026-06-30

Filed2026-07-23

OPEN

OPENDOOR TECHNOLOGIES INC

0.03%

Shares440.7K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

-46.28%

Shares35.7K

Event2026-06-30

Filed2026-07-23

DYNF

BLACKROCK ETF TRUST

27.01%

Shares29.7K

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL

0.59%

Shares9.0K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

3.56%

Shares7.4K

Event2026-06-30

Filed2026-07-23

ALCOA CORP

403.25%

Shares38.4K

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

22.04%

Shares4.0K

Event2026-06-30

Filed2026-07-23

XYL

XYLEM INC

62.20%

Shares16.7K

Event2026-06-30

Filed2026-07-23

CLOA

BLACKROCK ETF TRUST II

216.58%

Shares38.0K

Event2026-06-30

Filed2026-07-23

DVY

ISHARES TR

-0.04%

Shares12.6K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR

-0.27%

Shares10.6K

Event2026-06-30

Filed2026-07-23

PAAA

PGIM ETF TR

209.10%

Shares38.2K

Event2026-06-30

Filed2026-07-23

ARK ETF TR

-0.48%

Shares48.2K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

65.93%

Shares24.9K

Event2026-06-30

Filed2026-07-23

ARK ETF TR

-2.53%

Shares23.2K

Event2026-06-30

Filed2026-07-23

PDBC

INVESCO ACTVELY MNGD ETC FD

88.48%

Shares118.3K

Event2026-06-30

Filed2026-07-23

NXT

NEXTPOWER INC

41.75%

Shares15.4K

Event2026-06-30

Filed2026-07-23

AVLV

AMERICAN CENTY ETF TR

22.30%

Shares20.1K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

-4.35%

Shares1.8K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

-28.60%

Shares33.9K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

-3.49%

Shares42.3K

Event2026-06-30

Filed2026-07-23

AVDV

AMERICAN CENTY ETF TR

5.88%

Shares17.2K

Event2026-06-30

Filed2026-07-23

DISV

DIMENSIONAL ETF TRUST

1.37%

Shares44.1K

Event2026-06-30

Filed2026-07-23

MGK

VANGUARD WORLD FD

400.65%

Shares20.1K

Event2026-06-30

Filed2026-07-23

IUSB

ISHARES TR

40.65%

Shares37.5K

Event2026-06-30

Filed2026-07-23

AT&T INC

-22.77%

Shares82.8K

Event2026-06-30

Filed2026-07-23

QUS

SPDR SERIES TRUST

-10.79%

Shares9.2K

Event2026-06-30

Filed2026-07-23

LQD

ISHARES TR

-7.60%

Shares15.6K

Event2026-06-30

Filed2026-07-23

HYG

ISHARES TR

1.21%

Shares21.1K

Event2026-06-30

Filed2026-07-23

SCHZ

SCHWAB STRATEGIC TR

-5.47%

Shares72.1K

Event2026-06-30

Filed2026-07-23

CGDV

CAPITAL GROUP DIVIDEND VALUE

1.24%

Shares33.7K

Event2026-06-30

Filed2026-07-23

GOVT

ISHARES TR

1.06%

Shares72.6K

Event2026-06-30

Filed2026-07-23

TLT

ISHARES TR

30.27%

Shares19.1K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

0.65%

Shares13.0K

Event2026-06-30

Filed2026-07-23

BTI

BRITISH AMERN TOB PLC

-4.36%

Shares26.5K

Event2026-06-30

Filed2026-07-23

TMUS

T-MOBILE US INC

45.12%

Shares9.8K

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELEC CO

0.37%

Shares11.3K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

New

Shares5.4K

Event2026-06-30

Filed2026-07-23

VOE

VANGUARD INDEX FDS

-1.90%

Shares8.1K

Event2026-06-30

Filed2026-07-23

JNK

SPDR SERIES TRUST

4.31%

Shares16.7K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

15.87%

Shares11.8K

Event2026-06-30

Filed2026-07-23

XYZ

BLOCK INC

17.84%

Shares21.0K

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC

7.25%

Shares2.2K

Event2026-06-30

Filed2026-07-23

XLC

SELECT SECTOR SPDR TR

11.18%

Shares14.3K

Event2026-06-30

Filed2026-07-23

EEM

ISHARES TR

1.48%

Shares22.3K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

1.33%

Shares41.8K

Event2026-06-30

Filed2026-07-23

DFSI

DIMENSIONAL ETF TRUST

4.15%

Shares33.5K

Event2026-06-30

Filed2026-07-23

PARKER-HANNIFIN CORP

0.39%

Shares1.5K

Event2026-06-30

Filed2026-07-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

100.00%

Shares2

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

10.10%

Shares5.5K

Event2026-06-30

Filed2026-07-23

SOLS

SOLSTICE ADVANCED MATLS INC

-28.30%

Shares16.8K

Event2026-06-30

Filed2026-07-23

HFWA

HERITAGE FINL CORP WASH

-1.76%

Shares49.5K

Event2026-06-30

Filed2026-07-23

VGIT

VANGUARD SCOTTSDALE FDS

-3.28%

Shares24.6K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

12.53%

Shares10.4K

Event2026-06-30

Filed2026-07-23

SUB

ISHARES TR

39.38%

Shares13.5K

Event2026-06-30

Filed2026-07-23

PHYS

SPROTT ASSET MANAGEMENT LP

-13.05%

Shares47.0K

Event2026-06-30

Filed2026-07-23

PAVE

GLOBAL X FDS

New

Shares23.9K

Event2026-06-30

Filed2026-07-23

FYT

FIRST TR EXCHANGE-TRADED ALP

0.04%

Shares20.1K

Event2026-06-30

Filed2026-07-23

FENI

FIDELITY COVINGTON TRUST

-12.77%

Shares34.9K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO

6.39%

Shares24.1K

Event2026-06-30

Filed2026-07-23

IJJ

ISHARES TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-23

BLV

VANGUARD BD INDEX FDS

6.27%

Shares20.0K

Event2026-06-30

Filed2026-07-23

IEI

ISHARES TR

-0.96%

Shares11.7K

Event2026-06-30

Filed2026-07-23

SOFI

SOFI TECHNOLOGIES INC

24.58%

Shares76.6K

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES TR

0.20%

Shares18.1K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

12.76%

Shares37.1K

Event2026-06-30

Filed2026-07-23

WTAI

WISDOMTREE TR

8.90%

Shares28.7K

Event2026-06-30

Filed2026-07-23

VGK

VANGUARD INTL EQUITY INDEX F

1.95%

Shares15.3K

Event2026-06-30

Filed2026-07-23

IGSB

ISHARES TR

16.70%

Shares25.5K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

276.73%

Shares8.5K

Event2026-06-30

Filed2026-07-23

ARK ETF TR

55.34%

Shares31.7K

Event2026-06-30

Filed2026-07-23

MFC

MANULIFE FINL CORP

7.30%

Shares32.8K

Event2026-06-30

Filed2026-07-23

ESGV

VANGUARD WORLD FD

412.83%

Shares10.0K

Event2026-06-30

Filed2026-07-23

KYN

KAYNE ANDERSON ENERGY INFRST

16.54%

Shares95.6K

Event2026-06-30

Filed2026-07-23

MTUM

ISHARES TR

-2.64%

Shares3.8K

Event2026-06-30

Filed2026-07-23

JOHNSON CONTROLS INTERNATION

2.46%

Shares9.0K

Event2026-06-30

Filed2026-07-23

SCHC

SCHWAB STRATEGIC TR

5.37%

Shares27.0K

Event2026-06-30

Filed2026-07-23

VOX

VANGUARD WORLD FD

0.45%

Shares7.1K

Event2026-06-30

Filed2026-07-23

STIP

ISHARES TR

8.37%

Shares12.7K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC

36.46%

Shares11.0K

Event2026-06-30

Filed2026-07-23

FUTY

FIDELITY COVINGTON TRUST

0.15%

Shares22.2K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

126.04%

Shares2.5K

Event2026-06-30

Filed2026-07-23

BAI

BLACKROCK ETF TRUST

9.13%

Shares24.5K

Event2026-06-30

Filed2026-07-23

HYD

VANECK ETF TRUST

-2.71%

Shares25.1K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

189.16%

Shares2.5K

Event2026-06-30

Filed2026-07-23

SPG

SIMON PPTY GROUP INC NEW

-0.58%

Shares5.7K

Event2026-06-30

Filed2026-07-23

FSLR

FIRST SOLAR INC

44.78%

Shares5.3K

Event2026-06-30

Filed2026-07-23

AMAL

AMALGAMATED FINANCIAL CORP

56.99%

Shares27.2K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC

-3.93%

Shares51.8K

Event2026-06-30

Filed2026-07-23

NVO

NOVO-NORDISK A S

25.43%

Shares25.9K

Event2026-06-30

Filed2026-07-23

NYT

NEW YORK TIMES CO MTN BE

16.44%

Shares17.7K

Event2026-06-30

Filed2026-07-23

UNILEVER PLC

72.15%

Shares20.6K

Event2026-06-30

Filed2026-07-23

SCHV

SCHWAB STRATEGIC TR

-0.40%

Shares35.4K

Event2026-06-30

Filed2026-07-23

SPHQ

INVESCO EXCHANGE TRADED FD T

22.48%

Shares13.7K

Event2026-06-30

Filed2026-07-23

CLOUDFLARE INC

25.03%

Shares5.0K

Event2026-06-30

Filed2026-07-23

SCHP

SCHWAB STRATEGIC TR

2.04%

Shares46.2K

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY-CLARK CORP

70.68%

Shares11.0K

Event2026-06-30

Filed2026-07-23

IHDG

WISDOMTREE TR

0.75%

Shares23.1K

Event2026-06-30

Filed2026-07-23

SPIB

SPDR SERIES TRUST

-4.16%

Shares36.1K

Event2026-06-30

Filed2026-07-23

PFFD

GLOBAL X FDS

8.38%

Shares64.3K

Event2026-06-30

Filed2026-07-23

INGERSOLL RAND INC

New

Shares14.6K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

94.53%

Shares9.4K

Event2026-06-30

Filed2026-07-23

SELECT SECTOR SPDR TR

3.35%

Shares26.0K

Event2026-06-30

Filed2026-07-23

PBW

INVESCO EXCHANGE TRADED FD T

-8.58%

Shares29.7K

Event2026-06-30

Filed2026-07-23

BUFR

FIRST TR EXCHNG TRADED FD VI

0.09%

Shares31.6K

Event2026-06-30

Filed2026-07-23

ATR

APTARGROUP INC

33.75%

Shares9.2K

Event2026-06-30

Filed2026-07-23

REALTY INCOME CORP

2.24%

Shares18.2K

Event2026-06-30

Filed2026-07-23

LOW

LOWES COS INC

-14.30%

Shares5.1K

Event2026-06-30

Filed2026-07-23

NEM

NEWMONT CORP

11.85%

Shares12.1K

Event2026-06-30

Filed2026-07-23

QCLN

FIRST TR EXCHANGE-TRADED FD

-8.65%

Shares18.2K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR

72.41%

Shares10.1K

Event2026-06-30

Filed2026-07-23

SPEM

SPDR INDEX SHS FDS

-6.12%

Shares21.5K

Event2026-06-30

Filed2026-07-23

ILMN

ILLUMINA INC

19.49%

Shares6.2K

Event2026-06-30

Filed2026-07-23

IWB

ISHARES TR

-11.88%

Shares2.6K

Event2026-06-30

Filed2026-07-23

CORO

BLACKROCK ETF TRUST

53.89%

Shares28.9K

Event2026-06-30

Filed2026-07-23

DBA

INVESCO DB MULTI-SECTOR COMM

-49.41%

Shares39.5K

Event2026-06-30

Filed2026-07-23

TAN

INVESCO EXCH TRADED FD TR II

-80.39%

Shares17.8K

Event2026-06-30

Filed2026-07-23

REGN

REGENERON PHARMACEUTICALS

-12.36%

Shares1.7K

Event2026-06-30

Filed2026-07-23

FLEX

FLEX LTD

-5.78%

Shares6.5K

Event2026-06-30

Filed2026-07-23

USFR

WISDOMTREE TR

-60.90%

Shares20.6K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

-2.07%

Shares10.8K

Event2026-06-30

Filed2026-07-23

VCIT

VANGUARD SCOTTSDALE FDS

-6.53%

Shares12.4K

Event2026-06-30

Filed2026-07-23

VGLT

VANGUARD SCOTTSDALE FDS

97.25%

Shares18.6K

Event2026-06-30

Filed2026-07-23

VLTO

VERALTO CORP

64.48%

Shares11.6K

Event2026-06-30

Filed2026-07-23

GBTC

GRAYSCALE BITCOIN TRUST ETF

-0.71%

Shares22.5K

Event2026-06-30

Filed2026-07-23

MDY

STATE STR SPDR S&P MIDCAP 40

43.35%

Shares1.4K

Event2026-06-30

Filed2026-07-23

FDL

FIRST TR EXCHANGE-TRADED FD

0.08%

Shares20.7K

Event2026-06-30

Filed2026-07-23

SWK

STANLEY BLACK & DECKER INC

New

Shares10.7K

Event2026-06-30

Filed2026-07-23

QQWZ

PACER FDS TR

141.54%

Shares34.0K

Event2026-06-30

Filed2026-07-23

SPSM

SPDR SERIES TRUST

0.67%

Shares17.1K

Event2026-06-30

Filed2026-07-23

NUE

NUCOR CORP

173.07%

Shares4.3K

Event2026-06-30

Filed2026-07-23

IUSV

ISHARES TR

-19.78%

Shares8.7K

Event2026-06-30

Filed2026-07-23

COIN

COINBASE GLOBAL INC

1.90%

Shares6.5K

Event2026-06-30

Filed2026-07-23

SLG

SL GREEN RLTY CORP

New

Shares18.3K

Event2026-06-30

Filed2026-07-23

NTRA

NATERA INC

-48.12%

Shares3.5K

Event2026-06-30

Filed2026-07-23

EIX

EDISON INTL

-14.85%

Shares12.4K

Event2026-06-30

Filed2026-07-23

RDVY

FIRST TR EXCHANGE TRADED FD

22.97%

Shares11.3K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

-8.20%

Shares12.7K

Event2026-06-30

Filed2026-07-23

DFSE

DIMENSIONAL ETF TRUST

1.64%

Shares18.3K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

-56.38%

Shares12.4K

Event2026-06-30

Filed2026-07-23

CTA

SIMPLIFY EXCHANGE TRADED FUN

9.43%

Shares33.8K

Event2026-06-30

Filed2026-07-23

CSX

CSX CORP

5.26%

Shares18.4K

Event2026-06-30

Filed2026-07-23

IBHF

ISHARES TR

-9.75%

Shares38.6K

Event2026-06-30

Filed2026-07-23

SDY

SPDR SERIES TRUST

1.01%

Shares5.7K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

1.96%

Shares9.9K

Event2026-06-30

Filed2026-07-23

FMDE

FIDELITY COVINGTON TRUST

-4.41%

Shares21.2K

Event2026-06-30

Filed2026-07-23

ARTY

ISHARES TR

New

Shares11.2K

Event2026-06-30

Filed2026-07-23

HASI

HA SUSTAINABLE INFRA CAP INC

-13.60%

Shares21.8K

Event2026-06-30

Filed2026-07-23

DFSD

DIMENSIONAL ETF TRUST

-0.20%

Shares17.6K

Event2026-06-30

Filed2026-07-23

MLPA

GLOBAL X FDS

115.88%

Shares15.8K

Event2026-06-30

Filed2026-07-23

ITA

ISHARES TR

277.10%

Shares3.5K

Event2026-06-30

Filed2026-07-23

SPMO

INVESCO EXCH TRADED FD TR II

18.03%

Shares5.1K

Event2026-06-30

Filed2026-07-23

IJT

ISHARES TR

1.78%

Shares4.6K

Event2026-06-30

Filed2026-07-23

CGUS

CAPITAL GROUP CORE EQUITY ET

13.52%

Shares18.3K

Event2026-06-30

Filed2026-07-23

DFSV

DIMENSIONAL ETF TRUST

13.08%

Shares21.0K

Event2026-06-30

Filed2026-07-23

EFV

ISHARES TR

-24.65%

Shares10.6K

Event2026-06-30

Filed2026-07-23

MBB

ISHARES TR

-5.52%

Shares8.6K

Event2026-06-30

Filed2026-07-23

ENERGY TRANSFER L P

15.02%

Shares41.9K

Event2026-06-30

Filed2026-07-23

SPACE EXPLORATION TECHN CORP

New

Shares4.7K

Event2026-06-30

Filed2026-07-23

CDNS

CADENCE DESIGN SYSTEM INC

40.40%

Shares2.1K

Event2026-06-30

Filed2026-07-23

IEF

ISHARES TR

142.61%

Shares8.4K

Event2026-06-30

Filed2026-07-23

SHEL

SHELL PLC

-3.53%

Shares10.3K

Event2026-06-30

Filed2026-07-23

GSK PLC

13.71%

Shares15.2K

Event2026-06-30

Filed2026-07-23

IAGG

ISHARES TR

-24.99%

Shares15.7K

Event2026-06-30

Filed2026-07-23

EPD

ENTERPRISE PRODS PARTNERS L

15.05%

Shares21.4K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

-0.69%

Shares8.1K

Event2026-06-30

Filed2026-07-23

KRE

SPDR SERIES TRUST

New

Shares10.4K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP

23.66%

Shares4.4K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

-0.51%

Shares4.3K

Event2026-06-30

Filed2026-07-23

EAGG

ISHARES TR

New

Shares16.2K

Event2026-06-30

Filed2026-07-23

UNITY SOFTWARE INC

0.10%

Shares26.8K

Event2026-06-30

Filed2026-07-23

DGS

WISDOMTREE TR

0.55%

Shares11.6K

Event2026-06-30

Filed2026-07-23

PHB

INVESCO EXCH TRADED FD TR II

-8.73%

Shares40.8K

Event2026-06-30

Filed2026-07-23

SPHY

SPDR SERIES TRUST

8.74%

Shares31.8K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

-0.28%

Shares2.5K

Event2026-06-30

Filed2026-07-23

DFIV

DIMENSIONAL ETF TRUST

0.26%

Shares13.6K

Event2026-06-30

Filed2026-07-23

OXY

OCCIDENTAL PETE CORP

1.06%

Shares15.1K

Event2026-06-30

Filed2026-07-23

PGR

PROGRESSIVE CORP

2.36%

Shares3.3K

Event2026-06-30

Filed2026-07-23

MDYG

SPDR SERIES TRUST

-12.48%

Shares6.5K

Event2026-06-30

Filed2026-07-23

KROGER CO

44.76%

Shares13.1K

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC

90.52%

Shares2.5K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

749.10%

Shares2.4K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

2.98%

Shares3.4K

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

-2.06%

Shares6.8K

Event2026-06-30

Filed2026-07-23

BLCR

BLACKROCK ETF TRUST

29.83%

Shares13.8K

Event2026-06-30

Filed2026-07-23

SPYG

SPDR SERIES TRUST

12.19%

Shares5.6K

Event2026-06-30

Filed2026-07-23

SNOWFLAKE INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-23

ICLR

ICON PUB LTD CO

0.37%

Shares3.8K

Event2026-06-30

Filed2026-07-23

ASTRAZENECA PLC

-19.07%

Shares3.5K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

New

Shares5.6K

Event2026-06-30

Filed2026-07-23

3M CO

3.80%

Shares4.0K

Event2026-06-30

Filed2026-07-23

BMO

BANK MONTREAL MEDIUM

0.05%

Shares3.7K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

5.83%

Shares4.3K

Event2026-06-30

Filed2026-07-23

EWJ

ISHARES INC

-3.88%

Shares6.9K

Event2026-06-30

Filed2026-07-23

EFX

EQUIFAX INC

0.17%

Shares4.0K

Event2026-06-30

Filed2026-07-23

VBK

VANGUARD INDEX FDS

2.52%

Shares1.8K

Event2026-06-30

Filed2026-07-23

RING

ISHARES INC

-8.49%

Shares9.9K

Event2026-06-30

Filed2026-07-23

JETS

ETF SER SOLUTIONS

New

Shares19.2K

Event2026-06-30

Filed2026-07-23

IYR

ISHARES TR

-5.41%

Shares6.2K

Event2026-06-30

Filed2026-07-23

XAR

SPDR SERIES TRUST

101.82%

Shares2.2K

Event2026-06-30

Filed2026-07-23

DEERE & CO

-13.37%

Shares985

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

-1.50%

Shares1.8K

Event2026-06-30

Filed2026-07-23

FAD

FIRST TR EXCHANGE-TRADED ALP

9.75%

Shares3.1K

Event2026-06-30

Filed2026-07-23

BLACKROCK ETF TRUST

New

Shares21.8K

Event2026-06-30

Filed2026-07-23

HGER

HARBOR ETF TRUST

New

Shares20.8K

Event2026-06-30

Filed2026-07-23

TFLO

ISHARES TR

107.86%

Shares12.1K

Event2026-06-30

Filed2026-07-23

ARK ETF TR

1.53%

Shares4.2K

Event2026-06-30

Filed2026-07-23

EWZ

ISHARES INC

-82.56%

Shares17.3K

Event2026-06-30

Filed2026-07-23

IBIT

ISHARES BITCOIN TRUST ETF

60.43%

Shares17.9K

Event2026-06-30

Filed2026-07-23

PTY

PIMCO CORPORATE & INCOME OPP

10.45%

Shares48.4K

Event2026-06-30

Filed2026-07-23

NOC

NORTHROP GRUMMAN CORP

75.08%

Shares1.1K

Event2026-06-30

Filed2026-07-23

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-23

VFQY

VANGUARD WELLINGTON FD

0.24%

Shares3.3K

Event2026-06-30

Filed2026-07-23

SHYG

ISHARES TR

-0.66%

Shares13.3K

Event2026-06-30

Filed2026-07-23

SUSA

ISHARES TR

New

Shares3.7K

Event2026-06-30

Filed2026-07-23

TRGP

TARGA RES CORP

-0.10%

Shares2.1K

Event2026-06-30

Filed2026-07-23

AKRE

PROFESIONALLY MANAGED PORTFO

50.61%

Shares10.5K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

1.17%

Shares19.0K

Event2026-06-30

Filed2026-07-23

XLB

SELECT SECTOR SPDR TR

7.88%

Shares11.0K

Event2026-06-30

Filed2026-07-23

ESGD

ISHARES TR

New

Shares5.4K

Event2026-06-30

Filed2026-07-23

CMCSA

COMCAST CORP NEW

-7.75%

Shares22.7K

Event2026-06-30

Filed2026-07-23

IVLU

ISHARES TR

-12.57%

Shares13.2K

Event2026-06-30

Filed2026-07-23

BROOKFIELD CORP

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-23

CBT

CABOT CORP

-40.45%

Shares6.1K

Event2026-06-30

Filed2026-07-23

BIIB

BIOGEN INC

123.75%

Shares2.6K

Event2026-06-30

Filed2026-07-23

GLTR

ABRDN PRECIOUS METALS BASKET

11.33%

Shares3.0K

Event2026-06-30

Filed2026-07-23

RITM

RITHM CAPITAL CORP

-7.16%

Shares58.3K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE INC

5.63%

Shares3.5K

Event2026-06-30

Filed2026-07-23

USRT

ISHARES TR

48.28%

Shares8.2K

Event2026-06-30

Filed2026-07-23

IBB

ISHARES TR

103.48%

Shares2.9K

Event2026-06-30

Filed2026-07-23

NVS

NOVARTIS AG

-1.31%

Shares3.5K

Event2026-06-30

Filed2026-07-23

STRATEGY INC

14.39%

Shares6.2K

Event2026-06-30

Filed2026-07-23

INSM

INSMED INC

-88.70%

Shares5.1K

Event2026-06-30

Filed2026-07-23

DEXCOM INC

12.50%

Shares8.0K

Event2026-06-30

Filed2026-07-23

DBMF

LITMAN GREGORY FDS TR

-45.24%

Shares17.4K

Event2026-06-30

Filed2026-07-23

GNMA

ISHARES TR

New

Shares12.0K

Event2026-06-30

Filed2026-07-23

BDYN

BLACKROCK ETF TRUST

2.06%

Shares19.1K

Event2026-06-30

Filed2026-07-23

GME

GAMESTOP CORP

-16.15%

Shares23.9K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

3.27%

Shares6.4K

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

-48.88%

Shares1.5K

Event2026-06-30

Filed2026-07-23

ADM

ARCHER DANIELS MIDLAND CO

110.70%

Shares6.8K

Event2026-06-30

Filed2026-07-23

CIEN

CIENA CORP

-2.03%

Shares1.1K

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC

11.14%

Shares1.6K

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

-25.41%

Shares3.0K

Event2026-06-30

Filed2026-07-23

VHT

VANGUARD WORLD FD

20.07%

Shares1.7K

Event2026-06-30

Filed2026-07-23

THRO

BLACKROCK ETF TRUST

-17.05%

Shares11.7K

Event2026-06-30

Filed2026-07-23

IWO

ISHARES TR

43.55%

Shares1.3K

Event2026-06-30

Filed2026-07-23

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-23

SHLD

GLOBAL X FDS

-79.09%

Shares8.3K

Event2026-06-30

Filed2026-07-23

TER

TERADYNE INC

29.84%

Shares1.0K

Event2026-06-30

Filed2026-07-23

DOMINION ENERGY INC

-63.89%

Shares7.3K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

-3.84%

Shares17.0K

Event2026-06-30

Filed2026-07-23

SCZ

ISHARES TR

-5.80%

Shares6.0K

Event2026-06-30

Filed2026-07-23

DFGR

DIMENSIONAL ETF TRUST

14.37%

Shares16.8K

Event2026-06-30

Filed2026-07-23

BARRICK MNG CORP

0.49%

Shares13.1K

Event2026-06-30

Filed2026-07-23

SCHH

SCHWAB STRATEGIC TR

4.65%

Shares20.3K

Event2026-06-30

Filed2026-07-23

TTEK

TETRA TECH INC NEW

0.11%

Shares16.6K

Event2026-06-30

Filed2026-07-23

CGMU

CAPITAL GRP FIXED INCM ETF T

5.28%

Shares17.3K

Event2026-06-30

Filed2026-07-23

VGSR

MANAGER DIRECTED PORTFOLIOS

2.47%

Shares41.5K

Event2026-06-30

Filed2026-07-23

J P MORGAN EXCHANGE TRADED F

72.90%

Shares7.7K

Event2026-06-30

Filed2026-07-23

DXUV

DIMENSIONAL ETF TRUST

-5.26%

Shares7.1K

Event2026-06-30

Filed2026-07-23

MCO

MOODYS CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-23

RIO

RIO TINTO PLC

-13.67%

Shares4.9K

Event2026-06-30

Filed2026-07-23

JEPI

J P MORGAN EXCHANGE TRADED F

104.25%

Shares8.2K

Event2026-06-30

Filed2026-07-23

KIE

SPDR SERIES TRUST

New

Shares7.5K

Event2026-06-30

Filed2026-07-23

SCJ

ISHARES INC

-53.23%

Shares4.3K

Event2026-06-30

Filed2026-07-23

ORA

ORMAT TECHNOLOGIES INC

81.08%

Shares4.2K

Event2026-06-30

Filed2026-07-23

ALAB

ASTERA LABS INC

-54.52%

Shares931

Event2026-06-30

Filed2026-07-23

SHV

ISHARES TR

8.26%

Shares4.1K

Event2026-06-30

Filed2026-07-23

KMI

KINDER MORGAN INC DEL

-3.45%

Shares14.0K

Event2026-06-30

Filed2026-07-23

IUSG

ISHARES TR

-49.04%

Shares2.3K

Event2026-06-30

Filed2026-07-23

TLH

ISHARES TR

6.28%

Shares4.4K

Event2026-06-30

Filed2026-07-23

BKNG

BOOKING HOLDINGS INC

3801.59%

Shares2.5K

Event2026-06-30

Filed2026-07-23

SPMD

SPDR SERIES TRUST

0.17%

Shares6.5K

Event2026-06-30

Filed2026-07-23

HALOZYME THERAPEUTICS INC

0.16%

Shares5.5K

Event2026-06-30

Filed2026-07-23

IXJ

ISHARES TR

-13.51%

Shares4.4K

Event2026-06-30

Filed2026-07-23

GGN

GAMCO GLOBAL GOLD NAT RES &

0.32%

Shares88.5K

Event2026-06-30

Filed2026-07-23

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-23

DPG

DUFF & PHELPS UTLITY AND INF

-19.70%

Shares28.7K

Event2026-06-30

Filed2026-07-23

IWS

ISHARES TR

-0.77%

Shares2.6K

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

8.80%

Shares2.5K

Event2026-06-30

Filed2026-07-23

ETFS GOLD TR

-2.00%

Shares10.9K

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB INC

11.80%

Shares1.5K

Event2026-06-30

Filed2026-07-23

DFAT

DIMENSIONAL ETF TRUST

52.87%

Shares5.9K

Event2026-06-30

Filed2026-07-23

S&P GLOBAL INC

18.76%

Shares1.0K

Event2026-06-30

Filed2026-07-23

QUANTA SVCS INC

New

Shares560

Event2026-06-30

Filed2026-07-23

DELL

DELL TECHNOLOGIES INC

-43.33%

Shares934

Event2026-06-30

Filed2026-07-23

IHI

ISHARES TR

33.18%

Shares8.2K

Event2026-06-30

Filed2026-07-23

BLACKROCK ETF TRUST II

New

Shares8.0K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

-15.13%

Shares4.9K

Event2026-06-30

Filed2026-07-23

QLD

PROSHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-23

FISR

SSGA ACTIVE TR

42.98%

Shares15.6K

Event2026-06-30

Filed2026-07-23

CERY

SPDR SERIES TRUST

0.38%

Shares11.9K

Event2026-06-30

Filed2026-07-23

FNCL

FIDELITY COVINGTON TRUST

8.26%

Shares5.2K

Event2026-06-30

Filed2026-07-23

VMBS

VANGUARD SCOTTSDALE FDS

-22.84%

Shares8.3K

Event2026-06-30

Filed2026-07-23

ORLY

OREILLY AUTOMOTIVE INC

-5.02%

Shares4.2K

Event2026-06-30

Filed2026-07-23

AGGH

SIMPLIFY EXCHANGE TRADED FUN

-72.44%

Shares19.2K

Event2026-06-30

Filed2026-07-23

IWV

ISHARES TR

0.00%

Shares908

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available