Sponsored

The Analysis of Paladin Advisory Group, LLC's Holdings & P&L

Currently, Paladin Advisory Group, LLC holds 243 types of securities in its portfolio with a total value $150.6M. In the most recent quarter, they have increased their positions in IWF (+62.4K shares, valued at $7.7M), STIP (+19.9K shares, valued at $2.0M), NOBL (+7.7K shares, valued at $434.7K); decreased their positions in JPST (-4.1K shares, valued at $205.9K), QQQ (-181 shares, valued at $133.3K), EFG (-645 shares, valued at $80.3K); initiated new positions in STIP (+19.9K shares, valued at $2.0M), JBND (+1.9K shares, valued at $101.0K), N/A (+374 shares, valued at $83.7K).

1M P&L

-2.1M-1.63%

3M P&L

+259.9K+0.21%

HY P&L

-17.0M-11.94%

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/A100.8M

78.3%

2Semiconductors6.4M

5.0%

3Internet Content & Information5.4M

4.2%

Top Industries by Stock Count

1N/A123 stocks

58.9%

2Specialty Industrial Machinery9 stocks

4.3%

3Drug Manufacturers - General4 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR83.2K shares299.80%2026-06-302026-07-28

AVIV AMERICAN CENTY ETF TR101.1K shares0.67%2026-06-302026-07-28

IWD ISHARES TR24.8K shares-0.32%2026-06-302026-07-28

AVLV AMERICAN CENTY ETF TR61.7K shares0.49%2026-06-302026-07-28

JPST J P MORGAN EXCHANGE TRADED F110.4K shares-3.56%2026-06-302026-07-28

ISHARES TR ISHARES TR7.1K shares-1.15%2026-06-302026-07-28

QQQ INVESCO QQQ TR6.8K shares-2.59%2026-06-302026-07-28

AAPL APPLE INC16.3K shares-0.20%2026-06-302026-07-28

Sponsored

IDMO INVESCO EXCH TRADED FD TR II77.8K shares1.97%2026-06-302026-07-28

PAVE GLOBAL X FDS70.9K shares0.70%2026-06-302026-07-28

SPMO INVESCO EXCH TRADED FD TR II24.7K shares-1.20%2026-06-302026-07-28

JPIE J P MORGAN EXCHANGE TRADED F80.6K shares0.28%2026-06-302026-07-28

HELO J P MORGAN EXCHANGE TRADED F52.9K shares-1.11%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.6K shares-2.27%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC3.0K shares0.00%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS9.1K shares-0.14%2026-06-302026-07-28

Sponsored

GOOGL ALPHABET INC9.3K shares-0.46%2026-06-302026-07-28

MDY STATE STR SPDR S&P MIDCAP 404.7K shares-0.02%2026-06-302026-07-28

XLRE SELECT SECTOR SPDR TR65.5K shares0.65%2026-06-302026-07-28

MUNI PIMCO ETF TR47.4K shares-0.25%2026-06-302026-07-28

ISHARES TR ISHARES TR25.5K shares-0.35%2026-06-302026-07-28

AAAU GOLDMAN SACHS PHYSICAL GOLD61.7K shares2.15%2026-06-302026-07-28

NVDA NVIDIA CORPORATION10.5K shares0.00%2026-06-302026-07-28

GOOG ALPHABET INC5.9K shares0.00%2026-06-302026-07-28

Sponsored

STIP ISHARES TR19.9K sharesnew addition2026-06-302026-07-28

VOO VANGUARD INDEX FDS2.8K shares0.82%2026-06-302026-07-28

EFG ISHARES TR15.4K shares-4.02%2026-06-302026-07-28

AMZN AMAZON COM INC7.7K shares0.00%2026-06-302026-07-28

SPDW SPDR INDEX SHS FDS30.3K shares0.00%2026-06-302026-07-28

IJR ISHARES TR10.2K shares0.00%2026-06-302026-07-28

BROADCOM INC BROADCOM INC3.8K shares0.00%2026-06-302026-07-28

MSFT MICROSOFT CORP3.7K shares0.00%2026-06-302026-07-28

Sponsored

JMST J P MORGAN EXCHANGE TRADED F26.0K shares-2.10%2026-06-302026-07-28

EFA ISHARES TR12.5K shares0.00%2026-06-302026-07-28

DGRO ISHARES TR15.8K shares0.01%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.9K shares0.00%2026-06-302026-07-28

NOBL PROSHARES TR15.6K shares98.80%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.6K shares0.00%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares0.00%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR4.3K shares-1.43%2026-06-302026-07-28

Sponsored

VONG VANGUARD SCOTTSDALE FDS5.9K shares-0.63%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR22.7K shares-0.86%2026-06-302026-07-28

VXUS VANGUARD STAR FDS8.2K shares0.00%2026-06-302026-07-28

VTEB VANGUARD MUN BD FDS13.5K shares0.37%2026-06-302026-07-28

IJH ISHARES TR8.6K shares-3.08%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS3.9K shares0.00%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.5K shares0.00%2026-06-302026-07-28

APH AMPHENOL CORP3.4K shares0.00%2026-06-302026-07-28

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST6.6K shares-1.55%2026-06-302026-07-28

GLD SPDR GOLD TR1.6K shares0.00%2026-06-302026-07-28

ILCG ISHARES TR4.5K shares0.00%2026-06-302026-07-28

IDHQ INVESCO EXCH TRADED FD TR II11.9K shares38.41%2026-06-302026-07-28

SPYG SPDR SERIES TRUST4.4K shares0.18%2026-06-302026-07-28

IWO ISHARES TR1.3K shares0.00%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC785 shares0.00%2026-06-302026-07-28

BAC BANK OF AMER CORP7.2K shares0.00%2026-06-302026-07-28

Sponsored

TT TRANE TECHNOLOGIES PLC815 shares0.00%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR11.5K shares-1.33%2026-06-302026-07-28

LLY ELI LILLY & CO317 shares0.00%2026-06-302026-07-28

IWP ISHARES TR2.5K shares-1.75%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC500 shares0.00%2026-06-302026-07-28

CHUBB LIMITED CHUBB LIMITED998 shares0.00%2026-06-302026-07-28

GOVT ISHARES TR14.6K shares0.00%2026-06-302026-07-28

IYR ISHARES TR3.3K shares-5.40%2026-06-302026-07-28

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2026-06-302026-07-28

USB US BANCORP5.3K shares0.00%2026-06-302026-07-28

EFV ISHARES TR3.9K shares0.00%2026-06-302026-07-28

AVDE AMERICAN CENTY ETF TR3.2K shares34.35%2026-06-302026-07-28

ETN EATON CORP PLC663 shares0.00%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION302 shares0.00%2026-06-302026-07-28

GL GLOBE LIFE INC1.5K shares0.00%2026-06-302026-07-28

VISA INC VISA INC770 shares0.00%2026-06-302026-07-28

Sponsored

IEMG ISHARES INC3.2K shares-5.98%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION1.4K shares0.00%2026-06-302026-07-28

MUB ISHARES TR2.3K shares-2.51%2026-06-302026-07-28

HEFA ISHARES TR5.2K shares0.00%2026-06-302026-07-28

MNST MONSTER BEVERAGE CORP NEW2.5K shares0.00%2026-06-302026-07-28

ITW ILLINOIS TOOL WKS INC882 shares0.00%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL475 shares0.00%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC234 shares0.00%2026-06-302026-07-28

Sponsored

VNQ VANGUARD INDEX FDS2.4K shares-6.76%2026-06-302026-07-28

SCHH SCHWAB STRATEGIC TR9.6K shares0.00%2026-06-302026-07-28

IWR ISHARES TR2.0K shares-3.01%2026-06-302026-07-28

VIGI VANGUARD WHITEHALL FDS2.4K shares-4.66%2026-06-302026-07-28

HD HOME DEPOT INC616 shares0.00%2026-06-302026-07-28

MS MORGAN STANLEY1.0K shares0.00%2026-06-302026-07-28

VLO VALERO ENERGY CORP800 shares0.00%2026-06-302026-07-28

WFC WELLS FARGO & CO2.4K shares0.00%2026-06-302026-07-28

Sponsored

MRK MERCK & CO INC1.5K shares0.00%2026-06-302026-07-28

IWS ISHARES TR1.1K shares-3.56%2026-06-302026-07-28

SPAB SPDR SERIES TRUST7.1K shares0.00%2026-06-302026-07-28

SPEM SPDR INDEX SHS FDS3.5K shares0.00%2026-06-302026-07-28

LOW LOWES COS INC804 shares0.00%2026-06-302026-07-28

VUG VANGUARD INDEX FDS2.0K shares500.00%2026-06-302026-07-28

PH PARKER-HANNIFIN CORP169 shares0.00%2026-06-302026-07-28

MCK MCKESSON CORP216 shares0.00%2026-06-302026-07-28

Sponsored

IGIB ISHARES TR3.1K shares-9.09%2026-06-302026-07-28

HDV ISHARES TR5.8K shares400.00%2026-06-302026-07-28

CSX CSX CORP3.2K shares0.00%2026-06-302026-07-28

AMT AMERICAN TOWER CORP911 shares0.00%2026-06-302026-07-28

TSLA TESLA INC354 shares0.00%2026-06-302026-07-28

SPSM SPDR SERIES TRUST2.4K shares-3.87%2026-06-302026-07-28

XLI SELECT SECTOR SPDR TR754 shares0.00%2026-06-302026-07-28

IWM ISHARES TR454 shares-11.33%2026-06-302026-07-28

Sponsored

DLTR DOLLAR TREE INC1.1K shares0.00%2026-06-302026-07-28

IWB ISHARES TR308 shares0.00%2026-06-302026-07-28

VB VANGUARD INDEX FDS401 shares-4.75%2026-06-302026-07-28

ABT ABBOTT LABORATORIES1.3K shares0.00%2026-06-302026-07-28

PEP PEPSICO INC858 shares0.00%2026-06-302026-07-28

MCD MCDONALDS CORP418 shares0.00%2026-06-302026-07-28

CMI CUMMINS INC158 shares0.00%2026-06-302026-07-28

VFH VANGUARD WORLD FD834 shares-4.47%2026-06-302026-07-28

Sponsored

ADOBE INC ADOBE INC533 shares0.00%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS1.5K shares0.00%2026-06-302026-07-28

EFAV ISHARES TR1.2K shares0.00%2026-06-302026-07-28

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC810 shares0.00%2026-06-302026-07-28

VTV VANGUARD INDEX FDS493 shares-5.74%2026-06-302026-07-28

TIPX SPDR SERIES TRUST5.5K shares-34.75%2026-06-302026-07-28

SCHP SCHWAB STRATEGIC TR3.8K shares0.00%2026-06-302026-07-28

XLY SELECT SECTOR SPDR TR862 shares0.00%2026-06-302026-07-28

Sponsored

JBND J P MORGAN EXCHANGE TRADED F1.9K sharesnew addition2026-06-302026-07-28

SBUX STARBUCKS CORP963 shares0.00%2026-06-302026-07-28

ICE INTERCONTINENTAL EXCHANGE IN792 shares0.00%2026-06-302026-07-28

BA BOEING CO449 shares0.00%2026-06-302026-07-28

BE BLOOM ENERGY CORP318 shares0.00%2026-06-302026-07-28

YUM YUM BRANDS INC591 shares0.00%2026-06-302026-07-28

SPMD SPDR SERIES TRUST1.4K shares0.00%2026-06-302026-07-28

CRM SALESFORCE INC590 shares0.00%2026-06-302026-07-28

Sponsored

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD955 shares0.00%2026-06-302026-07-28

CARR CARRIER GLOBAL CORPORATION1.2K shares0.00%2026-06-302026-07-28

XLC SELECT SECTOR SPDR TR807 shares0.00%2026-06-302026-07-28

IR INGERSOLL RAND INC1.0K shares0.00%2026-06-302026-07-28

HONEYWELL INTL INC HONEYWELL INTL INC374 sharesnew addition2026-06-302026-07-28

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC374 sharesnew addition2026-06-302026-07-28

PG PROCTER & GAMBLE CO559 shares0.00%2026-06-302026-07-28

VPU VANGUARD WORLD FD395 shares0.00%2026-06-302026-07-28

Sponsored

WORKIVA INC WORKIVA INC1.6K shares0.00%2026-06-302026-07-28

DFIV DIMENSIONAL ETF TRUST1.3K shares0.00%2026-06-302026-07-28

VGT VANGUARD WORLD FD599 shares596.51%2026-06-302026-07-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND573 shares0.00%2026-06-302026-07-28

ECL ECOLAB INC251 shares0.00%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP504 shares0.00%2026-06-302026-07-28

IVE ISHARES TR302 shares0.00%2026-06-302026-07-28

JIRE J P MORGAN EXCHANGE TRADED F805 shares0.00%2026-06-302026-07-28

Sponsored

VIS VANGUARD WORLD FD183 shares-10.29%2026-06-302026-07-28

XLP SELECT SECTOR SPDR TR784 shares0.00%2026-06-302026-07-28

XLV SELECT SECTOR SPDR TR373 shares0.00%2026-06-302026-07-28

EW EDWARDS LIFESCIENCES CORP653 shares0.00%2026-06-302026-07-28

IYE ISHARES TR1.0K shares0.00%2026-06-302026-07-28

ITOT ISHARES TR345 shares0.00%2026-06-302026-07-28

FPEI FIRST TR EXCH TRADED FD III2.6K shares0.00%2026-06-302026-07-28

PFG PRINCIPAL FINANCIAL GROUP IN449 shares0.00%2026-06-302026-07-28

Sponsored

XLE SELECT SECTOR SPDR TR898 shares0.00%2026-06-302026-07-28

DAL DELTA AIR LINES INC500 shares0.00%2026-06-302026-07-28

CASY CASEYS GEN STORES INC58 shares0.00%2026-06-302026-07-28

IDEV ISHARES TR511 shares0.00%2026-06-302026-07-28

SPTM SPDR SERIES TRUST486 shares0.00%2026-06-302026-07-28

MTUM ISHARES TR122 shares0.00%2026-06-302026-07-28

IXJ ISHARES TR420 shares0.00%2026-06-302026-07-28

EL LAUDER ESTEE COS INC496 shares0.00%2026-06-302026-07-28

Sponsored

UNP UNION PAC CORP142 shares0.00%2026-06-302026-07-28

DOV DOVER CORP171 shares0.00%2026-06-302026-07-28

AJG GALLAGHER ARTHUR J & CO167 shares0.00%2026-06-302026-07-28

VCR VANGUARD WORLD FD96 shares-31.43%2026-06-302026-07-28

SRLN SSGA ACTIVE ETF TR925 shares0.00%2026-06-302026-07-28

ORACLE CORP ORACLE CORP249 shares0.00%2026-06-302026-07-28

DFUV DIMENSIONAL ETF TRUST621 shares0.00%2026-06-302026-07-28

PFE PFIZER INC1.4K shares0.00%2026-06-302026-07-28

Sponsored

VHT VANGUARD WORLD FD112 shares0.00%2026-06-302026-07-28

FDL FIRST TR EXCHANGE-TRADED FD668 shares0.00%2026-06-302026-07-28

WMT WALMART INC285 shares0.00%2026-06-302026-07-28

SYK STRYKER CORPORATION100 shares0.00%2026-06-302026-07-28

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC223 shares0.00%2026-06-302026-07-28

VDC VANGUARD WORLD FD136 shares0.00%2026-06-302026-07-28

ROL ROLLINS INC729 shares0.00%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC400 shares0.00%2026-06-302026-07-28

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR616 shares0.00%2026-06-302026-07-28

EMR EMERSON ELEC CO192 shares0.00%2026-06-302026-07-28

TOTL SSGA ACTIVE ETF TR693 shares-30.91%2026-06-302026-07-28

OTIS OTIS WORLDWIDE CORP353 shares0.00%2026-06-302026-07-28

PAAA PGIM ETF TR467 shares0.00%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC200 shares0.00%2026-06-302026-07-28

QCOM QUALCOMM INC126 shares0.00%2026-06-302026-07-28

INTU INTUIT86 shares0.00%2026-06-302026-07-28

Sponsored

SCHF SCHWAB STRATEGIC TR802 shares0.00%2026-06-302026-07-28

VAW VANGUARD WORLD FD96 shares-15.04%2026-06-302026-07-28

LNT ALLIANT ENERGY CORP286 shares0.00%2026-06-302026-07-28

CMCSA COMCAST CORP NEW880 shares0.00%2026-06-302026-07-28

FNDF SCHWAB STRATEGIC TR401 shares0.00%2026-06-302026-07-28

IXUS ISHARES TR218 shares1.40%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR688 shares0.00%2026-06-302026-07-28

FNDX SCHWAB STRATEGIC TR630 shares0.00%2026-06-302026-07-28

Sponsored

VZ VERIZON COMMUNICATIONS INC460 shares0.00%2026-06-302026-07-28

ROK ROCKWELL AUTOMATION INC37 shares0.00%2026-06-302026-07-28

COP CONOCOPHILLIPS169 shares0.00%2026-06-302026-07-28

VOT VANGUARD INDEX FDS57 shares0.00%2026-06-302026-07-28

DVY ISHARES TR108 shares0.00%2026-06-302026-07-28

ARK ETF TR ARK ETF TR400 shares0.00%2026-06-302026-07-28

DE DEERE & CO25 shares0.00%2026-06-302026-07-28

WPC WP CAREY INC220 shares0.00%2026-06-302026-07-28

Sponsored

TSN TYSON FOODS INC250 shares0.00%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS175 shares0.00%2026-06-302026-07-28

OEF ISHARES TR36 shares0.00%2026-06-302026-07-28

SOLS SOLSTICE ADVANCED MATLS INC142 shares0.00%2026-06-302026-07-28

EVRG EVERGY INC145 shares0.00%2026-06-302026-07-28

LGLV SPDR SERIES TRUST66 shares-69.59%2026-06-302026-07-28

ES EVERSOURCE ENERGY164 shares0.00%2026-06-302026-07-28

AOR ISHARES TR148 shares4.96%2026-06-302026-07-28

Sponsored

LIT GLOBAL X FDS130 shares0.00%2026-06-302026-07-28

IVW ISHARES TR65 shares0.00%2026-06-302026-07-28

ISHARES TR ISHARES TR84 shares0.00%2026-06-302026-07-28

VDE VANGUARD WORLD FD52 shares0.00%2026-06-302026-07-28

SMDV PROSHARES TR101 shares0.00%2026-06-302026-07-28

SLYG SPDR SERIES TRUST65 shares-18.75%2026-06-302026-07-28

DIS DISNEY WALT CO80 shares0.00%2026-06-302026-07-28

CEG CONSTELLATION ENERGY CORP29 shares0.00%2026-06-302026-07-28

Sponsored

TMO THERMO FISHER SCIENTIFIC INC13 shares0.00%2026-06-302026-07-28

RPV INVESCO EXCHANGE TRADED FD T51 shares0.00%2026-06-302026-07-28

GLOF ISHARES TR95 shares0.00%2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES INC19 shares0.00%2026-06-302026-07-28

TMUS T-MOBILE US INC31 shares0.00%2026-06-302026-07-28

PXH INVESCO EXCH TRADED FD TR II175 shares0.00%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP52 shares0.00%2026-06-302026-07-28

DHR DANAHER CORP DEL25 shares0.00%2026-06-302026-07-28

Sponsored

AMGN AMGEN INC13 shares0.00%2026-06-302026-07-28

FNX FIRST TR EXCHANGE-TRADED ALP31 shares0.00%2026-06-302026-07-28

FYX FIRST TR EXCHANGE-TRADED ALP31 shares0.00%2026-06-302026-07-28

EXC EXELON CORP87 shares0.00%2026-06-302026-07-28

SNOWFLAKE INC SNOWFLAKE INC15 shares0.00%2026-06-302026-07-28

CEF SPROTT ASSET MANAGEMENT LP93 shares0.00%2026-06-302026-07-28

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F60 shares0.00%2026-06-302026-07-28

CORTEVA INC CORTEVA INC41 shares0.00%2026-06-302026-07-28

Sponsored

VONV VANGUARD SCOTTSDALE FDS28 shares0.00%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F43 shares0.00%2026-06-302026-07-28

PKW INVESCO EXCHANGE TRADED FD T16 shares0.00%2026-06-302026-07-28

LCI INDS LCI INDS20 shares0.00%2026-06-302026-07-28

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP11 sharesnew addition2026-06-302026-07-28

CCI CROWN CASTLE INC22 shares0.00%2026-06-302026-07-28

PHYS SPROTT ASSET MANAGEMENT LP45 shares0.00%2026-06-302026-07-28

CTSH COGNIZANT TECHNOLOGY SOLUTIO35 shares0.00%2026-06-302026-07-28

Sponsored

AOA ISHARES TR9 shares0.00%2026-06-302026-07-28

USRT ISHARES TR2 shares0.00%2026-06-302026-07-28

LCID LUCID GROUP INC10 shares0.00%2026-06-302026-07-28

IWF

ISHARES TR

299.80%

Shares83.2K

Event2026-06-30

Filed2026-07-28

AVIV

AMERICAN CENTY ETF TR

0.67%

Shares101.1K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

-0.32%

Shares24.8K

Event2026-06-30

Filed2026-07-28

AVLV

AMERICAN CENTY ETF TR

0.49%

Shares61.7K

Event2026-06-30

Filed2026-07-28

JPST

J P MORGAN EXCHANGE TRADED F

-3.56%

Shares110.4K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-1.15%

Shares7.1K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

-2.59%

Shares6.8K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-0.20%

Shares16.3K

Event2026-06-30

Filed2026-07-28

IDMO

INVESCO EXCH TRADED FD TR II

1.97%

Shares77.8K

Event2026-06-30

Filed2026-07-28

PAVE

GLOBAL X FDS

0.70%

Shares70.9K

Event2026-06-30

Filed2026-07-28

SPMO

INVESCO EXCH TRADED FD TR II

-1.20%

Shares24.7K

Event2026-06-30

Filed2026-07-28

JPIE

J P MORGAN EXCHANGE TRADED F

0.28%

Shares80.6K

Event2026-06-30

Filed2026-07-28

HELO

J P MORGAN EXCHANGE TRADED F

-1.11%

Shares52.9K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

-2.27%

Shares4.6K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-0.14%

Shares9.1K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-0.46%

Shares9.3K

Event2026-06-30

Filed2026-07-28

MDY

STATE STR SPDR S&P MIDCAP 40

-0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-28

XLRE

SELECT SECTOR SPDR TR

0.65%

Shares65.5K

Event2026-06-30

Filed2026-07-28

MUNI

PIMCO ETF TR

-0.25%

Shares47.4K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-0.35%

Shares25.5K

Event2026-06-30

Filed2026-07-28

AAAU

GOLDMAN SACHS PHYSICAL GOLD

2.15%

Shares61.7K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-28

STIP

ISHARES TR

New

Shares19.9K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

0.82%

Shares2.8K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES TR

-4.02%

Shares15.4K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-28

SPDW

SPDR INDEX SHS FDS

0.00%

Shares30.3K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-28

JMST

J P MORGAN EXCHANGE TRADED F

-2.10%

Shares26.0K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-28

DGRO

ISHARES TR

0.01%

Shares15.8K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

NOBL

PROSHARES TR

98.80%

Shares15.6K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-1.43%

Shares4.3K

Event2026-06-30

Filed2026-07-28

VONG

VANGUARD SCOTTSDALE FDS

-0.63%

Shares5.9K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

-0.86%

Shares22.7K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-28

VTEB

VANGUARD MUN BD FDS

0.37%

Shares13.5K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

-3.08%

Shares8.6K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

-1.55%

Shares6.6K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

ILCG

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-28

IDHQ

INVESCO EXCH TRADED FD TR II

38.41%

Shares11.9K

Event2026-06-30

Filed2026-07-28

SPYG

SPDR SERIES TRUST

0.18%

Shares4.4K

Event2026-06-30

Filed2026-07-28

IWO

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

0.00%

Shares785

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-28

TRANE TECHNOLOGIES PLC

0.00%

Shares815

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

-1.33%

Shares11.5K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

0.00%

Shares317

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

-1.75%

Shares2.5K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-28

CHUBB LIMITED

0.00%

Shares998

Event2026-06-30

Filed2026-07-28

GOVT

ISHARES TR

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-28

IYR

ISHARES TR

-5.40%

Shares3.3K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

USB

US BANCORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-28

EFV

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-28

AVDE

AMERICAN CENTY ETF TR

34.35%

Shares3.2K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

0.00%

Shares663

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

0.00%

Shares302

Event2026-06-30

Filed2026-07-28

GLOBE LIFE INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

VISA INC

0.00%

Shares770

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

-5.98%

Shares3.2K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

-2.51%

Shares2.3K

Event2026-06-30

Filed2026-07-28

HEFA

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-28

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares882

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares475

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

0.00%

Shares234

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

-6.76%

Shares2.4K

Event2026-06-30

Filed2026-07-28

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

-3.01%

Shares2.0K

Event2026-06-30

Filed2026-07-28

VIGI

VANGUARD WHITEHALL FDS

-4.66%

Shares2.4K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

0.00%

Shares616

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP

0.00%

Shares800

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

IWS

ISHARES TR

-3.56%

Shares1.1K

Event2026-06-30

Filed2026-07-28

SPAB

SPDR SERIES TRUST

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

0.00%

Shares804

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

500.00%

Shares2.0K

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

0.00%

Shares169

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

0.00%

Shares216

Event2026-06-30

Filed2026-07-28

IGIB

ISHARES TR

-9.09%

Shares3.1K

Event2026-06-30

Filed2026-07-28

HDV

ISHARES TR

400.00%

Shares5.8K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-28

AMT

AMERICAN TOWER CORP

0.00%

Shares911

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

0.00%

Shares354

Event2026-06-30

Filed2026-07-28

SPSM

SPDR SERIES TRUST

-3.87%

Shares2.4K

Event2026-06-30

Filed2026-07-28

XLI

SELECT SECTOR SPDR TR

0.00%

Shares754

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

-11.33%

Shares454

Event2026-06-30

Filed2026-07-28

DLTR

DOLLAR TREE INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

IWB

ISHARES TR

0.00%

Shares308

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-4.75%

Shares401

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

0.00%

Shares858

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

0.00%

Shares418

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

0.00%

Shares158

Event2026-06-30

Filed2026-07-28

VFH

VANGUARD WORLD FD

-4.47%

Shares834

Event2026-06-30

Filed2026-07-28

ADOBE INC

0.00%

Shares533

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

EFAV

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

AGILENT TECHNOLOGIES INC

0.00%

Shares810

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

-5.74%

Shares493

Event2026-06-30

Filed2026-07-28

TIPX

SPDR SERIES TRUST

-34.75%

Shares5.5K

Event2026-06-30

Filed2026-07-28

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-28

XLY

SELECT SECTOR SPDR TR

0.00%

Shares862

Event2026-06-30

Filed2026-07-28

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

0.00%

Shares963

Event2026-06-30

Filed2026-07-28

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares792

Event2026-06-30

Filed2026-07-28

BOEING CO

0.00%

Shares449

Event2026-06-30

Filed2026-07-28

BLOOM ENERGY CORP

0.00%

Shares318

Event2026-06-30

Filed2026-07-28

YUM

YUM BRANDS INC

0.00%

Shares591

Event2026-06-30

Filed2026-07-28

SPMD

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

0.00%

Shares590

Event2026-06-30

Filed2026-07-28

ALIBABA GROUP HLDG LTD

0.00%

Shares955

Event2026-06-30

Filed2026-07-28

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

XLC

SELECT SECTOR SPDR TR

0.00%

Shares807

Event2026-06-30

Filed2026-07-28

INGERSOLL RAND INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC

New

Shares374

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC

New

Shares374

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

0.00%

Shares559

Event2026-06-30

Filed2026-07-28

VPU

VANGUARD WORLD FD

0.00%

Shares395

Event2026-06-30

Filed2026-07-28

WORKIVA INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

596.51%

Shares599

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND

0.00%

Shares573

Event2026-06-30

Filed2026-07-28

ECL

ECOLAB INC

0.00%

Shares251

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

0.00%

Shares504

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

0.00%

Shares302

Event2026-06-30

Filed2026-07-28

JIRE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares805

Event2026-06-30

Filed2026-07-28

VIS

VANGUARD WORLD FD

-10.29%

Shares183

Event2026-06-30

Filed2026-07-28

XLP

SELECT SECTOR SPDR TR

0.00%

Shares784

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

0.00%

Shares373

Event2026-06-30

Filed2026-07-28

EDWARDS LIFESCIENCES CORP

0.00%

Shares653

Event2026-06-30

Filed2026-07-28

IYE

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

0.00%

Shares345

Event2026-06-30

Filed2026-07-28

FPEI

FIRST TR EXCH TRADED FD III

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares449

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

0.00%

Shares898

Event2026-06-30

Filed2026-07-28

DAL

DELTA AIR LINES INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-28

CASY

CASEYS GEN STORES INC

0.00%

Shares58

Event2026-06-30

Filed2026-07-28

IDEV

ISHARES TR

0.00%

Shares511

Event2026-06-30

Filed2026-07-28

SPTM

SPDR SERIES TRUST

0.00%

Shares486

Event2026-06-30

Filed2026-07-28

MTUM

ISHARES TR

0.00%

Shares122

Event2026-06-30

Filed2026-07-28

IXJ

ISHARES TR

0.00%

Shares420

Event2026-06-30

Filed2026-07-28

LAUDER ESTEE COS INC

0.00%

Shares496

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP

0.00%

Shares142

Event2026-06-30

Filed2026-07-28

DOV

DOVER CORP

0.00%

Shares171

Event2026-06-30

Filed2026-07-28

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares167

Event2026-06-30

Filed2026-07-28

VCR

VANGUARD WORLD FD

-31.43%

Shares96

Event2026-06-30

Filed2026-07-28

SRLN

SSGA ACTIVE ETF TR

0.00%

Shares925

Event2026-06-30

Filed2026-07-28

ORACLE CORP

0.00%

Shares249

Event2026-06-30

Filed2026-07-28

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares621

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

VHT

VANGUARD WORLD FD

0.00%

Shares112

Event2026-06-30

Filed2026-07-28

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares668

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

0.00%

Shares285

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORPORATION

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

CONSTELLATION BRANDS INC

0.00%

Shares223

Event2026-06-30

Filed2026-07-28

VDC

VANGUARD WORLD FD

0.00%

Shares136

Event2026-06-30

Filed2026-07-28

ROL

ROLLINS INC

0.00%

Shares729

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-28

SELECT SECTOR SPDR TR

0.00%

Shares616

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

0.00%

Shares192

Event2026-06-30

Filed2026-07-28

TOTL

SSGA ACTIVE ETF TR

-30.91%

Shares693

Event2026-06-30

Filed2026-07-28

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares353

Event2026-06-30

Filed2026-07-28

PAAA

PGIM ETF TR

0.00%

Shares467

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

0.00%

Shares126

Event2026-06-30

Filed2026-07-28

INTU

INTUIT

0.00%

Shares86

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares802

Event2026-06-30

Filed2026-07-28

VAW

VANGUARD WORLD FD

-15.04%

Shares96

Event2026-06-30

Filed2026-07-28

LNT

ALLIANT ENERGY CORP

0.00%

Shares286

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP NEW

0.00%

Shares880

Event2026-06-30

Filed2026-07-28

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares401

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

1.40%

Shares218

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares688

Event2026-06-30

Filed2026-07-28

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares630

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

0.00%

Shares460

Event2026-06-30

Filed2026-07-28

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares37

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

0.00%

Shares169

Event2026-06-30

Filed2026-07-28

VOT

VANGUARD INDEX FDS

0.00%

Shares57

Event2026-06-30

Filed2026-07-28

DVY

ISHARES TR

0.00%

Shares108

Event2026-06-30

Filed2026-07-28

ARK ETF TR

0.00%

Shares400

Event2026-06-30

Filed2026-07-28

DEERE & CO

0.00%

Shares25

Event2026-06-30

Filed2026-07-28

WPC

WP CAREY INC

0.00%

Shares220

Event2026-06-30

Filed2026-07-28

TSN

TYSON FOODS INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares175

Event2026-06-30

Filed2026-07-28

OEF

ISHARES TR

0.00%

Shares36

Event2026-06-30

Filed2026-07-28

SOLS

SOLSTICE ADVANCED MATLS INC

0.00%

Shares142

Event2026-06-30

Filed2026-07-28

EVRG

EVERGY INC

0.00%

Shares145

Event2026-06-30

Filed2026-07-28

LGLV

SPDR SERIES TRUST

-69.59%

Shares66

Event2026-06-30

Filed2026-07-28

EVERSOURCE ENERGY

0.00%

Shares164

Event2026-06-30

Filed2026-07-28

AOR

ISHARES TR

4.96%

Shares148

Event2026-06-30

Filed2026-07-28

LIT

GLOBAL X FDS

0.00%

Shares130

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

0.00%

Shares65

Event2026-06-30

Filed2026-07-28

ISHARES TR

0.00%

Shares84

Event2026-06-30

Filed2026-07-28

VDE

VANGUARD WORLD FD

0.00%

Shares52

Event2026-06-30

Filed2026-07-28

SMDV

PROSHARES TR

0.00%

Shares101

Event2026-06-30

Filed2026-07-28

SLYG

SPDR SERIES TRUST

-18.75%

Shares65

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

0.00%

Shares80

Event2026-06-30

Filed2026-07-28

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares29

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares13

Event2026-06-30

Filed2026-07-28

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares51

Event2026-06-30

Filed2026-07-28

GLOF

ISHARES TR

0.00%

Shares95

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares19

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

0.00%

Shares31

Event2026-06-30

Filed2026-07-28

PXH

INVESCO EXCH TRADED FD TR II

0.00%

Shares175

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

0.00%

Shares52

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP DEL

0.00%

Shares25

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

0.00%

Shares13

Event2026-06-30

Filed2026-07-28

FNX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares31

Event2026-06-30

Filed2026-07-28

FYX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares31

Event2026-06-30

Filed2026-07-28

EXC

EXELON CORP

0.00%

Shares87

Event2026-06-30

Filed2026-07-28

SNOWFLAKE INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-28

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares93

Event2026-06-30

Filed2026-07-28

J P MORGAN EXCHANGE TRADED F

0.00%

Shares60

Event2026-06-30

Filed2026-07-28

CORTEVA INC

0.00%

Shares41

Event2026-06-30

Filed2026-07-28

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares28

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares43

Event2026-06-30

Filed2026-07-28

PKW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares16

Event2026-06-30

Filed2026-07-28

LCI INDS

0.00%

Shares20

Event2026-06-30

Filed2026-07-28

SPACE EXPLORATION TECHN CORP

New

Shares11

Event2026-06-30

Filed2026-07-28

CCI

CROWN CASTLE INC

0.00%

Shares22

Event2026-06-30

Filed2026-07-28

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares45

Event2026-06-30

Filed2026-07-28

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

0.00%

Shares35

Event2026-06-30

Filed2026-07-28

AOA

ISHARES TR

0.00%

Shares9

Event2026-06-30

Filed2026-07-28

USRT

ISHARES TR

0.00%

Shares2

Event2026-06-30

Filed2026-07-28

LCID

LUCID GROUP INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available