Sponsored

The Analysis of PARSONS CAPITAL MANAGEMENT INC/RI's Holdings & P&L

Currently, PARSONS CAPITAL MANAGEMENT INC/RI holds 525 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in N/A (+33.5K shares, valued at $7.5M), N/A (+33.4K shares, valued at $7.4M), VO (+78.3K shares, valued at $6.3M); decreased their positions in N/A (-85.1K shares, valued at $27.8M), AAPL (-87.8K shares, valued at $25.4M), N/A (-237.0K shares, valued at $20.8M); initiated new positions in N/A (+33.5K shares, valued at $7.5M), N/A (+33.4K shares, valued at $7.4M), SAMT (+56.7K shares, valued at $2.7M).

1M P&L

+8.4M+0.47%

3M P&L

+60.6M+3.52%

HY P&L

+56.2M+3.26%

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/A525.6M

29.2%

2Consumer Electronics188.0M

10.4%

3Internet Content & Information92.4M

5.1%

Top Industries by Stock Count

1N/A203 stocks

43.3%

2Specialty Industrial Machinery14 stocks

3.0%

3Software - Application10 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC649.7K shares-11.91%2026-06-302026-07-24

3M CO 3M CO508.8K shares0.52%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL138.1K shares-2.72%2026-06-302026-07-24

GOOGL ALPHABET INC185.2K shares-2.22%2026-06-302026-07-24

MSFT MICROSOFT CORP167.4K shares-16.19%2026-06-302026-07-24

AMZN AMAZON COM INC237.6K shares-17.05%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO162.5K shares-34.36%2026-06-302026-07-24

VOO VANGUARD INDEX FDS73.0K shares7.50%2026-06-302026-07-24

Sponsored

CAT CATERPILLAR INC38.1K shares1.29%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP277.1K shares3.56%2026-06-302026-07-24

NVDA NVIDIA CORPORATION188.0K shares-32.56%2026-06-302026-07-24

LLY ELI LILLY & CO26.4K shares-11.99%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS100.1K shares-2.09%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL36 shares0.00%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON103.2K shares5.63%2026-06-302026-07-24

GOOG ALPHABET INC74.1K shares-16.27%2026-06-302026-07-24

Sponsored

ABBVIE INC ABBVIE INC99.3K shares-9.71%2026-06-302026-07-24

ISHARES TR ISHARES TR27.6K shares1.74%2026-06-302026-07-24

BROADCOM INC BROADCOM INC52.4K shares-0.62%2026-06-302026-07-24

HD HOME DEPOT INC51.1K shares-2.51%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC148.1K shares-25.01%2026-06-302026-07-24

ET ENERGY TRANSFER L P890.0K shares5.81%2026-06-302026-07-24

VISA INC VISA INC47.8K shares-5.69%2026-06-302026-07-24

PG PROCTER & GAMBLE CO108.9K shares14.08%2026-06-302026-07-24

Sponsored

CVX CHEVRON CORPORATION96.1K shares-8.48%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS204.9K shares2.34%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC24.0K shares3.07%2026-06-302026-07-24

ORACLE CORP ORACLE CORP92.9K shares-11.20%2026-06-302026-07-24

GLD SPDR GOLD TR36.0K shares-2.16%2026-06-302026-07-24

BX BLACKSTONE INC110.4K shares5.15%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L351.6K shares1.07%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC12.7K shares48.71%2026-06-302026-07-24

Sponsored

FLTR VANECK ETF TRUST486.0K shares-3.02%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION64.3K shares-47.63%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC24.3K shares-12.21%2026-06-302026-07-24

MRK MERCK & CO INC94.1K shares8.10%2026-06-302026-07-24

FLOT ISHARES TR233.7K shares-4.07%2026-06-302026-07-24

FLRN SPDR SERIES TRUST378.1K shares-4.93%2026-06-302026-07-24

CMI CUMMINS INC15.8K shares2.27%2026-06-302026-07-24

VANECK ETF TRUST VANECK ETF TRUST145.3K shares0.38%2026-06-302026-07-24

Sponsored

ETN EATON CORP PLC23.7K shares5.95%2026-06-302026-07-24

BLK BLACKROCK INC10.4K shares6.67%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR52.4K shares-1.45%2026-06-302026-07-24

VRIG INVESCO ACTIVELY MANAGED EXC396.5K shares-7.66%2026-06-302026-07-24

SOLV SOLVENTUM CORP125.4K shares0.15%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T45.2K shares2.88%2026-06-302026-07-24

BAC BANK OF AMER CORP167.5K shares-24.44%2026-06-302026-07-24

DGRO ISHARES TR125.5K shares7.82%2026-06-302026-07-24

Sponsored

ACWX ISHARES TR123.8K shares14.28%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION10.0K shares1.39%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC104.1K shares-69.48%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC15.4K shares1.93%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC20.1K shares-1.31%2026-06-302026-07-24

TJX TJX COS INC NEW56.2K shares-24.44%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC17.8K shares25.11%2026-06-302026-07-24

AMGN AMGEN INC23.4K shares3.45%2026-06-302026-07-24

Sponsored

VO VANGUARD INDEX FDS103.6K shares308.77%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP8.3K shares3.57%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS99.9K shares0.88%2026-06-302026-07-24

FTNT FORTINET INC50.9K shares-1.88%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED14.6K shares15.03%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC33.5K sharesnew addition2026-06-302026-07-24

PEP PEPSICO INC55.0K shares21.79%2026-06-302026-07-24

IUSG ISHARES TR39.4K shares5.65%2026-06-302026-07-24

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC33.4K sharesnew addition2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F86.1K shares23.87%2026-06-302026-07-24

SPSB SPDR SERIES TRUST223.7K shares3.26%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR123.6K shares2.62%2026-06-302026-07-24

MCD MCDONALDS CORP24.2K shares46.70%2026-06-302026-07-24

GSEW GOLDMAN SACHS ETF TR68.5K shares21.35%2026-06-302026-07-24

EMR EMERSON ELEC CO44.2K shares-73.22%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F105.9K shares3.99%2026-06-302026-07-24

Sponsored

TCAF T ROWE PRICE EXCHANGE-TRADED151.5K shares-33.30%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS37.7K shares3.82%2026-06-302026-07-24

ABT ABBOTT LABORATORIES64.9K shares-21.48%2026-06-302026-07-24

WPM WHEATON PRECIOUS METALS CORP51.4K shares-0.19%2026-06-302026-07-24

IWB ISHARES TR14.0K shares8.23%2026-06-302026-07-24

SYY SYSCO CORP68.4K shares-0.02%2026-06-302026-07-24

XNTK SPDR SERIES TRUST14.6K shares-0.82%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS24.1K shares4.25%2026-06-302026-07-24

Sponsored

TT TRANE TECHNOLOGIES PLC11.6K shares6.76%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC16.3K shares-3.64%2026-06-302026-07-24

PGR PROGRESSIVE CORP25.5K shares-0.26%2026-06-302026-07-24

EQX EQUINOX GOLD CORP570.2K shares0.00%2026-06-302026-07-24

PSLV SPROTT ASSET MANAGEMENT LP292.3K shares-8.11%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.3K shares23.11%2026-06-302026-07-24

LOW LOWES COS INC24.8K shares14.26%2026-06-302026-07-24

INTC INTEL CORP37.9K shares-9.57%2026-06-302026-07-24

Sponsored

GGG GRACO INC69.9K shares-7.80%2026-06-302026-07-24

AMT AMERICAN TOWER CORP32.1K shares0.37%2026-06-302026-07-24

IGSB ISHARES TR99.4K shares3.02%2026-06-302026-07-24

VUG VANGUARD INDEX FDS59.9K shares512.28%2026-06-302026-07-24

WMT WALMART INC45.4K shares7.83%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO15.3K shares-3.30%2026-06-302026-07-24

COP CONOCOPHILLIPS48.8K shares10.94%2026-06-302026-07-24

IJH ISHARES TR65.0K shares-0.58%2026-06-302026-07-24

Sponsored

DE DEERE & CO7.8K shares16.43%2026-06-302026-07-24

PSX PHILLIPS 6629.3K shares-21.61%2026-06-302026-07-24

GDXJ VANECK ETF TRUST49.7K shares0.03%2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC9.8K shares1.43%2026-06-302026-07-24

CARR CARRIER GLOBAL CORPORATION65.6K shares-19.56%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP9.4K shares15.64%2026-06-302026-07-24

IJR ISHARES TR32.3K shares1.19%2026-06-302026-07-24

DXJ WISDOMTREE TR27.5K shares2.59%2026-06-302026-07-24

Sponsored

BMY BRISTOL-MYERS SQUIBB CO82.4K shares2.68%2026-06-302026-07-24

DHR DANAHER CORP DEL24.8K shares-39.53%2026-06-302026-07-24

CSX CSX CORP97.3K shares-1.76%2026-06-302026-07-24

VTV VANGUARD INDEX FDS21.2K shares2.92%2026-06-302026-07-24

IYW ISHARES TR18.1K shares4.99%2026-06-302026-07-24

UYLD ANGEL OAK FUNDS TRUST89.6K shares-6.21%2026-06-302026-07-24

QUS SPDR SERIES TRUST24.4K shares-16.56%2026-06-302026-07-24

GSLC GOLDMAN SACHS ETF TR32.1K shares-8.59%2026-06-302026-07-24

Sponsored

TSLA TESLA INC10.8K shares-0.47%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC25.1K shares2480.08%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC24.6K shares-0.03%2026-06-302026-07-24

AEM AGNICO EAGLE MINES LTD28.5K shares-0.02%2026-06-302026-07-24

AFL AFLAC INC36.6K shares0.02%2026-06-302026-07-24

EWBC EAST WEST BANCORP INC31.8K shares-55.00%2026-06-302026-07-24

SCCO SOUTHERN COPPER CORP23.3K shares0.63%2026-06-302026-07-24

CCJ CAMECO CORP39.8K shares9.99%2026-06-302026-07-24

Sponsored

VCIT VANGUARD SCOTTSDALE FDS48.5K shares-2.33%2026-06-302026-07-24

JHML JOHN HANCOCK EXCHANGE TRADED44.4K shares-2.13%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN17.5K shares-0.64%2026-06-302026-07-24

WTM WHITE MTNS INS GROUP LTD1.9K shares-0.05%2026-06-302026-07-24

VV VANGUARD INDEX FDS11.3K shares-0.69%2026-06-302026-07-24

VB VANGUARD INDEX FDS12.8K shares26.58%2026-06-302026-07-24

SILJ AMPLIFY ETF TR146.9K shares-5.57%2026-06-302026-07-24

MINT PIMCO ETF TR37.7K shares-9.87%2026-06-302026-07-24

Sponsored

PNC PNC FINL SVCS GROUP INC15.3K shares-20.32%2026-06-302026-07-24

GL GLOBE LIFE INC20.5K shares-0.09%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC3.1K shares64.99%2026-06-302026-07-24

ISHARES TR ISHARES TR37.5K shares1.14%2026-06-302026-07-24

ECL ECOLAB INC12.9K shares-0.53%2026-06-302026-07-24

PFE PFIZER INC145.8K shares-40.01%2026-06-302026-07-24

RRC RANGE RES CORP93.7K shares0.97%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC4.8K shares-0.95%2026-06-302026-07-24

Sponsored

WSM WILLIAMS SONOMA INC14.7K shares-1.55%2026-06-302026-07-24

ASML ASML HLDG NV1.7K shares6.32%2026-06-302026-07-24

MTD METTLER TOLEDO INTERNATIONAL2.6K shares0.50%2026-06-302026-07-24

PULS PGIM ETF TR66.1K shares64.28%2026-06-302026-07-24

OEF ISHARES TR8.9K shares4.20%2026-06-302026-07-24

VAW VANGUARD WORLD FD14.2K shares0.95%2026-06-302026-07-24

VNLA JANUS DETROIT STR TR66.2K shares1.12%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC55.7K shares1.75%2026-06-302026-07-24

Sponsored

SCHX SCHWAB STRATEGIC TR109.2K shares1.74%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F56.0K shares-14.62%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST38.0K shares19.31%2026-06-302026-07-24

QQQ INVESCO QQQ TR4.2K shares14.87%2026-06-302026-07-24

VBR VANGUARD INDEX FDS12.8K shares4.22%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC9.3K shares-1.12%2026-06-302026-07-24

JMST J P MORGAN EXCHANGE TRADED F59.8K shares-1.13%2026-06-302026-07-24

TXN TEXAS INSTRS INC10.2K shares6.59%2026-06-302026-07-24

Sponsored

ROP ROPER TECHNOLOGIES INC8.9K shares-53.26%2026-06-302026-07-24

GE GE AEROSPACE8.0K shares4.92%2026-06-302026-07-24

MS MORGAN STANLEY14.3K shares15.99%2026-06-302026-07-24

C CITIGROUP INC21.0K shares-22.44%2026-06-302026-07-24

UNP UNION PAC CORP10.5K shares1.89%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL12.8K shares2.95%2026-06-302026-07-24

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC20.1K shares-0.37%2026-06-302026-07-24

CSL CARLISLE COS INC7.6K shares-0.65%2026-06-302026-07-24

Sponsored

IGIB ISHARES TR51.3K shares-1.21%2026-06-302026-07-24

SAMT ADVISORS INNER CIRCLE FD III56.7K sharesnew addition2026-06-302026-07-24

VGIT VANGUARD SCOTTSDALE FDS45.9K shares74.36%2026-06-302026-07-24

DIS DISNEY WALT CO27.9K shares-27.62%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T29.8K shares-8.86%2026-06-302026-07-24

CLPT CLEARPOINT NEURO INC149.0K shares-0.13%2026-06-302026-07-24

KO COCA COLA CO32.0K shares-73.87%2026-06-302026-07-24

TDY TELEDYNE TECHNOLOGIES INC3.9K shares-0.38%2026-06-302026-07-24

Sponsored

IWM ISHARES TR8.6K shares57.75%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.4K shares-1.09%2026-06-302026-07-24

TBUX T ROWE PRICE EXCHANGE-TRADED51.1K sharesnew addition2026-06-302026-07-24

AXP AMERICAN EXPRESS CO7.5K shares37.74%2026-06-302026-07-24

BK BANK OF NY MELLON CORP17.5K shares13.00%2026-06-302026-07-24

WAT WATERS CORP6.7K shares14.09%2026-06-302026-07-24

GSY INVESCO ACTIVELY MANAGED EXC50.1K shares3.59%2026-06-302026-07-24

GEV GE VERNOVA INC2.1K shares6.40%2026-06-302026-07-24

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED33.0K shares5.77%2026-06-302026-07-24

RLMD RELMADA THERAPEUTICS INC354.1K shares0.45%2026-06-302026-07-24

SPIB SPDR SERIES TRUST73.2K shares-4.86%2026-06-302026-07-24

GLW CORNING INC9.5K shares0.24%2026-06-302026-07-24

SYK STRYKER CORPORATION7.6K shares-8.76%2026-06-302026-07-24

EBAY EBAY INC.21.2K shares-0.92%2026-06-302026-07-24

ALLEGION PLC ALLEGION PLC16.7K shares6.65%2026-06-302026-07-24

IWR ISHARES TR21.2K shares18.75%2026-06-302026-07-24

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN17.0K shares-3.02%2026-06-302026-07-24

QCOM QUALCOMM INC12.4K shares5.73%2026-06-302026-07-24

ALL ALLSTATE CORP9.4K shares0.00%2026-06-302026-07-24

EEM ISHARES TR32.0K shares-23.99%2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR11.5K shares0.88%2026-06-302026-07-24

SPYG SPDR SERIES TRUST17.8K shares1.38%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC7.8K shares7.84%2026-06-302026-07-24

CVS CVS HEALTH CORP20.3K shares87.03%2026-06-302026-07-24

Sponsored

ETY EATON VANCE TAX-MANAGED DIVE143.5K shares-1.02%2026-06-302026-07-24

MPC MARATHON PETE CORP8.1K shares0.50%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW16.3K shares-71.83%2026-06-302026-07-24

MO ALTRIA GROUP INC28.6K shares-0.79%2026-06-302026-07-24

MEDTRONIC PLC MEDTRONIC PLC26.0K shares-5.22%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO21.2K shares1.99%2026-06-302026-07-24

VXUS VANGUARD STAR FDS23.6K shares42.82%2026-06-302026-07-24

EFA ISHARES TR19.4K shares-1.23%2026-06-302026-07-24

Sponsored

CHUBB LIMITED CHUBB LIMITED5.9K shares13.91%2026-06-302026-07-24

VOOG VANGUARD ADMIRAL FDS INC23.9K shares673.94%2026-06-302026-07-24

TTC TORO CO20.0K shares-16.67%2026-06-302026-07-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND15.6K shares-3.24%2026-06-302026-07-24

PHO INVESCO EXCHANGE TRADED FD T28.1K shares3.15%2026-06-302026-07-24

VONE VANGUARD SCOTTSDALE FDS5.6K shares33.57%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC44.6K shares4.70%2026-06-302026-07-24

USB US BANCORP31.0K shares-9.99%2026-06-302026-07-24

Sponsored

CPNG COUPANG INC107.7K shares-23.87%2026-06-302026-07-24

NVS NOVARTIS AG11.8K shares-0.04%2026-06-302026-07-24

ITB ISHARES TR17.5K shares0.00%2026-06-302026-07-24

LRCX LAM RESEARCH CORP4.2K shares0.96%2026-06-302026-07-24

UHS UNIVERSAL HLTH SVCS INC12.2K shares-2.19%2026-06-302026-07-24

DGX QUEST DIAGNOSTICS INC8.5K shares11.87%2026-06-302026-07-24

BN BROOKFIELD CORP41.4K shares0.00%2026-06-302026-07-24

VOE VANGUARD INDEX FDS8.8K shares0.61%2026-06-302026-07-24

Sponsored

FREEPORT MCMORAN INC FREEPORT MCMORAN INC27.4K shares61.57%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS17.9K shares2.19%2026-06-302026-07-24

INTU INTUIT6.6K shares6.00%2026-06-302026-07-24

AVLV AMERICAN CENTY ETF TR18.9K sharesnew addition2026-06-302026-07-24

CRM SALESFORCE INC10.9K shares-9.04%2026-06-302026-07-24

WRB BERKLEY W R CORP24.1K shares-1.13%2026-06-302026-07-24

IMCB ISHARES TR17.2K shares0.00%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC12.1K shares17.73%2026-06-302026-07-24

Sponsored

CMCSA COMCAST CORP NEW66.8K shares-1.93%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC4.0K shares2.60%2026-06-302026-07-24

VHT VANGUARD WORLD FD5.4K shares-0.91%2026-06-302026-07-24

SAIC SCIENCE APPLICATIONS INTL CO14.7K shares-25.54%2026-06-302026-07-24

PYLD PIMCO ETF TR60.3K shares26.20%2026-06-302026-07-24

VGT VANGUARD WORLD FD13.3K shares912.77%2026-06-302026-07-24

WFC WELLS FARGO & CO19.2K shares91.96%2026-06-302026-07-24

SLV ISHARES SILVER TR29.3K shares-2.00%2026-06-302026-07-24

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XYL XYLEM INC13.1K shares-1.42%2026-06-302026-07-24

OMC OMNICOM GROUP INC21.2K shares-20.32%2026-06-302026-07-24

NUE NUCOR CORP6.8K shares0.00%2026-06-302026-07-24

SLB SLB LIMITED32.2K shares-0.23%2026-06-302026-07-24

WEC WEC ENERGY GROUP INC12.8K shares-84.22%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K shares2.78%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F29.3K shares13.38%2026-06-302026-07-24

SIL GLOBAL X FDS19.0K shares0.00%2026-06-302026-07-24

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BILS SPDR SERIES TRUST14.4K shares1.55%2026-06-302026-07-24

MET METLIFE INC16.9K shares179.05%2026-06-302026-07-24

VLO VALERO ENERGY CORP5.4K shares6.57%2026-06-302026-07-24

CLOA BLACKROCK ETF TRUST II27.0K shares-15.83%2026-06-302026-07-24

FDX FEDEX CORP4.5K shares82.99%2026-06-302026-07-24

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR30.7K shares69.47%2026-06-302026-07-24

IXUS ISHARES TR14.6K shares17.90%2026-06-302026-07-24

APH AMPHENOL CORP7.7K shares13.35%2026-06-302026-07-24

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UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.3K shares2.67%2026-06-302026-07-24

QUAL ISHARES TR6.2K shares-7.95%2026-06-302026-07-24

CF CF INDUSTRIES HOLD12.5K shares-0.40%2026-06-302026-07-24

LNG CHENIERE ENERGY INC5.6K shares-22.68%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO14.6K shares-0.65%2026-06-302026-07-24

SOLS SOLSTICE ADVANCED MATLS INC15.0K shares5.67%2026-06-302026-07-24

TGT TARGET CORP10.2K shares-1.09%2026-06-302026-07-24

HEDJ WISDOMTREE TR23.3K shares0.00%2026-06-302026-07-24

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DATADOG INC DATADOG INC5.0K shares5.22%2026-06-302026-07-24

KBWB INVESCO EXCH TRADED FD TR II14.0K shares0.00%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR13.4K shares12.30%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 401.8K shares2.83%2026-06-302026-07-24

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NETFLIX INC. NETFLIX INC.17.8K shares-65.55%2026-06-302026-07-24

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HDV ISHARES TR45.0K shares394.51%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR34.1K shares1.26%2026-06-302026-07-24

CFG CITIZENS FINL GROUP INC17.5K shares179.67%2026-06-302026-07-24

CNI CANADIAN NATL RY CO10.2K shares-7.74%2026-06-302026-07-24

IQV IQVIA HLDGS INC6.3K shares1.37%2026-06-302026-07-24

BA BOEING CO5.6K shares52.47%2026-06-302026-07-24

HPQ HP INC53.1K shares2.29%2026-06-302026-07-24

XLB SELECT SECTOR SPDR TR22.9K shares0.00%2026-06-302026-07-24

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FENY FIDELITY COVINGTON TRUST39.4K shares0.00%2026-06-302026-07-24

IWF ISHARES TR9.1K shares304.97%2026-06-302026-07-24

AVDV AMERICAN CENTY ETF TR10.9K sharesnew addition2026-06-302026-07-24

DYNF BLACKROCK ETF TRUST16.4K sharesnew addition2026-06-302026-07-24

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NKE NIKE INC27.1K shares24.47%2026-06-302026-07-24

EVR EVERCORE INC3.3K shares333.33%2026-06-302026-07-24

SMLF ISHARES TR12.3K shares6.99%2026-06-302026-07-24

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PAYX PAYCHEX INC10.8K shares-12.19%2026-06-302026-07-24

EVSM MORGAN STANLEY ETF TRUST20.6K shares112.36%2026-06-302026-07-24

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WTV WISDOMTREE TR9.7K shares1.76%2026-06-302026-07-24

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ITOT ISHARES TR6.0K shares-0.15%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR30.6K shares104.98%2026-06-302026-07-24

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ACWI ISHARES TR5.9K shares0.00%2026-06-302026-07-24

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DFIV DIMENSIONAL ETF TRUST17.0K shares12.11%2026-06-302026-07-24

MGK VANGUARD WORLD FD10.4K shares352.19%2026-06-302026-07-24

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QDF FLEXSHARES TR9.8K shares0.00%2026-06-302026-07-24

KR KROGER CO15.8K shares-0.92%2026-06-302026-07-24

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TTWO TAKE-TWO INTERACTIVE SOFTWAR3.5K shares26.99%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS17.2K shares2.98%2026-06-302026-07-24

NRXS NEURAXIS INC117.8K shares0.93%2026-06-302026-07-24

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EMGF ISHARES INC11.6K shares7.04%2026-06-302026-07-24

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SUSA ISHARES TR5.2K shares0.00%2026-06-302026-07-24

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BP BP PLC21.7K shares21.69%2026-06-302026-07-24

INTF ISHARES TR19.3K shares16.47%2026-06-302026-07-24

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COR CENCORA INC2.6K shares-4.23%2026-06-302026-07-24

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GILD GILEAD SCIENCES INC5.9K shares1.98%2026-06-302026-07-24

MTB M & T BK CORP3.1K shares16.05%2026-06-302026-07-24

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SDY SPDR SERIES TRUST4.6K shares151.51%2026-06-302026-07-24

TSCO TRACTOR SUPPLY CO22.1K shares-9.52%2026-06-302026-07-24

SPMD SPDR SERIES TRUST10.2K shares20.53%2026-06-302026-07-24

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GARP ISHARES TR8.2K sharesnew addition2026-06-302026-07-24

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QXO QXO INC38.6K shares15.57%2026-06-302026-07-24

FTV FORTIVE CORP10.8K shares0.95%2026-06-302026-07-24

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL669 shares-2.90%2026-06-302026-07-24

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IWD ISHARES TR2.7K shares0.00%2026-06-302026-07-24

XEL XCEL ENERGY INC7.9K shares0.00%2026-06-302026-07-24

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INMU BLACKROCK ETF TRUST II25.8K sharesnew addition2026-06-302026-07-24

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DSI ISHARES TR4.3K shares0.00%2026-06-302026-07-24

STT STATE STR CORP3.6K shares20.33%2026-06-302026-07-24

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MKL MARKEL GROUP INC313 shares28.81%2026-06-302026-07-24

KLAC KLA CORP2.0K shares791.11%2026-06-302026-07-24

NEAR ISHARES U S ETF TR11.8K shares5.70%2026-06-302026-07-24

LOB LIVE OAK BANCSHARES INC14.6K shares0.00%2026-06-302026-07-24

IR INGERSOLL RAND INC7.2K shares4.46%2026-06-302026-07-24

GNRC GENERAC HLDGS INC2.0K shares-1.44%2026-06-302026-07-24

GPIX GOLDMAN SACHS ETF TR10.4K shares41.16%2026-06-302026-07-24

URI UNITED RENTALS INC510 shares0.00%2026-06-302026-07-24

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SLQD ISHARES TR11.4K sharesnew addition2026-06-302026-07-24

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MTUM ISHARES TR1.6K shares2.44%2026-06-302026-07-24

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CTSH COGNIZANT TECHNOLOGY SOLUTIO12.6K shares-0.61%2026-06-302026-07-24

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SCHM SCHWAB STRATEGIC TR12.8K shares3.27%2026-06-302026-07-24

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SOXX ISHARES TR596 sharesnew addition2026-06-302026-07-24

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TDG TRANSDIGM GROUP INC270 shares-1.82%2026-06-302026-07-24

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ELV ELEVANCE HEALTH INC FORMERLY749 sharesnew addition2026-06-302026-07-24

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JPEF J P MORGAN EXCHANGE TRADED F3.3K shares-1.56%2026-06-302026-07-24

LYFT INC LYFT INC18.0K shares19.97%2026-06-302026-07-24

PFF ISHARES TR8.6K sharesnew addition2026-06-302026-07-24

ICSH ISHARES TR5.1K shares0.00%2026-06-302026-07-24

ONON ON HLDG AG7.2K shares0.00%2026-06-302026-07-24

EQT EQT CORP4.8K sharesnew addition2026-06-302026-07-24

GSK PLC GSK PLC4.9K sharesnew addition2026-06-302026-07-24

Sponsored

RAL RALLIANT CORP3.5K shares-50.61%2026-06-302026-07-24

TEMPUS AI INC TEMPUS AI INC4.3K sharesnew addition2026-06-302026-07-24

EQIX EQUINIX INC238 sharesnew addition2026-06-302026-07-24

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC1.9K shares-14.92%2026-06-302026-07-24

ADOBE INC ADOBE INC1.2K sharesnew addition2026-06-302026-07-24

ACUITY INC ACUITY INC648 sharesnew addition2026-06-302026-07-24

KHC KRAFT HEINZ CO10.1K shares0.00%2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR4.5K sharesnew addition2026-06-302026-07-24

Sponsored

EXR EXTRA SPACE STORAGE INC1.6K shares0.00%2026-06-302026-07-24

VPLS VANGUARD MALVERN FDS3.0K sharesnew addition2026-06-302026-07-24

IUSB ISHARES TR5.1K sharesnew addition2026-06-302026-07-24

BAM BROOKFIELD ASSET MANAGMT LTD5.1K shares0.00%2026-06-302026-07-24

CLENE INC CLENE INC37.2K shares0.00%2026-06-302026-07-24

AMERIPRISE FINL INC AMERIPRISE FINL INC498 shares-17.00%2026-06-302026-07-24

SMH VANECK ETF TRUST348 sharesnew addition2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR1.9K shares-2.03%2026-06-302026-07-24

Sponsored

DMBS DOUBLELINE ETF TRUST4.6K shares7.30%2026-06-302026-07-24

IWV ISHARES TR525 sharesnew addition2026-06-302026-07-24

GSIE GOLDMAN SACHS ETF TR4.9K shares-10.22%2026-06-302026-07-24

EOG EOG RES INC1.7K shares0.00%2026-06-302026-07-24

AAPL

APPLE INC

-11.91%

Shares649.7K

Event2026-06-30

Filed2026-07-24

3M CO

0.52%

Shares508.8K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.72%

Shares138.1K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-2.22%

Shares185.2K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-16.19%

Shares167.4K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-17.05%

Shares237.6K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-34.36%

Shares162.5K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

7.50%

Shares73.0K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

1.29%

Shares38.1K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

3.56%

Shares277.1K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-32.56%

Shares188.0K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

-11.99%

Shares26.4K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-2.09%

Shares100.1K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares36

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

5.63%

Shares103.2K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-16.27%

Shares74.1K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-9.71%

Shares99.3K

Event2026-06-30

Filed2026-07-24

ISHARES TR

1.74%

Shares27.6K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-0.62%

Shares52.4K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-2.51%

Shares51.1K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-25.01%

Shares148.1K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

5.81%

Shares890.0K

Event2026-06-30

Filed2026-07-24

VISA INC

-5.69%

Shares47.8K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

14.08%

Shares108.9K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-8.48%

Shares96.1K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

2.34%

Shares204.9K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

3.07%

Shares24.0K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-11.20%

Shares92.9K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-2.16%

Shares36.0K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

5.15%

Shares110.4K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

1.07%

Shares351.6K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

48.71%

Shares12.7K

Event2026-06-30

Filed2026-07-24

FLTR

VANECK ETF TRUST

-3.02%

Shares486.0K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-47.63%

Shares64.3K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

-12.21%

Shares24.3K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

8.10%

Shares94.1K

Event2026-06-30

Filed2026-07-24

FLOT

ISHARES TR

-4.07%

Shares233.7K

Event2026-06-30

Filed2026-07-24

FLRN

SPDR SERIES TRUST

-4.93%

Shares378.1K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

2.27%

Shares15.8K

Event2026-06-30

Filed2026-07-24

VANECK ETF TRUST

0.38%

Shares145.3K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

5.95%

Shares23.7K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

6.67%

Shares10.4K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

-1.45%

Shares52.4K

Event2026-06-30

Filed2026-07-24

VRIG

INVESCO ACTIVELY MANAGED EXC

-7.66%

Shares396.5K

Event2026-06-30

Filed2026-07-24

SOLV

SOLVENTUM CORP

0.15%

Shares125.4K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

2.88%

Shares45.2K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

-24.44%

Shares167.5K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

7.82%

Shares125.5K

Event2026-06-30

Filed2026-07-24

ACWX

ISHARES TR

14.28%

Shares123.8K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

1.39%

Shares10.0K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

-69.48%

Shares104.1K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

1.93%

Shares15.4K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

-1.31%

Shares20.1K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

-24.44%

Shares56.2K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

25.11%

Shares17.8K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

3.45%

Shares23.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

308.77%

Shares103.6K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

3.57%

Shares8.3K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

0.88%

Shares99.9K

Event2026-06-30

Filed2026-07-24

FTNT

FORTINET INC

-1.88%

Shares50.9K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

15.03%

Shares14.6K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares33.5K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

21.79%

Shares55.0K

Event2026-06-30

Filed2026-07-24

IUSG

ISHARES TR

5.65%

Shares39.4K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares33.4K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

23.87%

Shares86.1K

Event2026-06-30

Filed2026-07-24

SPSB

SPDR SERIES TRUST

3.26%

Shares223.7K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

2.62%

Shares123.6K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

46.70%

Shares24.2K

Event2026-06-30

Filed2026-07-24

GSEW

GOLDMAN SACHS ETF TR

21.35%

Shares68.5K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

-73.22%

Shares44.2K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

3.99%

Shares105.9K

Event2026-06-30

Filed2026-07-24

TCAF

T ROWE PRICE EXCHANGE-TRADED

-33.30%

Shares151.5K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

3.82%

Shares37.7K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-21.48%

Shares64.9K

Event2026-06-30

Filed2026-07-24

WPM

WHEATON PRECIOUS METALS CORP

-0.19%

Shares51.4K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

8.23%

Shares14.0K

Event2026-06-30

Filed2026-07-24

SYY

SYSCO CORP

-0.02%

Shares68.4K

Event2026-06-30

Filed2026-07-24

XNTK

SPDR SERIES TRUST

-0.82%

Shares14.6K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

4.25%

Shares24.1K

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

6.76%

Shares11.6K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

-3.64%

Shares16.3K

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP

-0.26%

Shares25.5K

Event2026-06-30

Filed2026-07-24

EQX

EQUINOX GOLD CORP

0.00%

Shares570.2K

Event2026-06-30

Filed2026-07-24

PSLV

SPROTT ASSET MANAGEMENT LP

-8.11%

Shares292.3K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

23.11%

Shares7.3K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

14.26%

Shares24.8K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

-9.57%

Shares37.9K

Event2026-06-30

Filed2026-07-24

GGG

GRACO INC

-7.80%

Shares69.9K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

0.37%

Shares32.1K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

3.02%

Shares99.4K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

512.28%

Shares59.9K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

7.83%

Shares45.4K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

-3.30%

Shares15.3K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

10.94%

Shares48.8K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

-0.58%

Shares65.0K

Event2026-06-30

Filed2026-07-24

DEERE & CO

16.43%

Shares7.8K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

-21.61%

Shares29.3K

Event2026-06-30

Filed2026-07-24

GDXJ

VANECK ETF TRUST

0.03%

Shares49.7K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC

1.43%

Shares9.8K

Event2026-06-30

Filed2026-07-24

CARR

CARRIER GLOBAL CORPORATION

-19.56%

Shares65.6K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

15.64%

Shares9.4K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

1.19%

Shares32.3K

Event2026-06-30

Filed2026-07-24

DXJ

WISDOMTREE TR

2.59%

Shares27.5K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

2.68%

Shares82.4K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

-39.53%

Shares24.8K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

-1.76%

Shares97.3K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

2.92%

Shares21.2K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

4.99%

Shares18.1K

Event2026-06-30

Filed2026-07-24

UYLD

ANGEL OAK FUNDS TRUST

-6.21%

Shares89.6K

Event2026-06-30

Filed2026-07-24

QUS

SPDR SERIES TRUST

-16.56%

Shares24.4K

Event2026-06-30

Filed2026-07-24

GSLC

GOLDMAN SACHS ETF TR

-8.59%

Shares32.1K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-0.47%

Shares10.8K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

2480.08%

Shares25.1K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

-0.03%

Shares24.6K

Event2026-06-30

Filed2026-07-24

AEM

AGNICO EAGLE MINES LTD

-0.02%

Shares28.5K

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

0.02%

Shares36.6K

Event2026-06-30

Filed2026-07-24

EWBC

EAST WEST BANCORP INC

-55.00%

Shares31.8K

Event2026-06-30

Filed2026-07-24

SCCO

SOUTHERN COPPER CORP

0.63%

Shares23.3K

Event2026-06-30

Filed2026-07-24

CCJ

CAMECO CORP

9.99%

Shares39.8K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

-2.33%

Shares48.5K

Event2026-06-30

Filed2026-07-24

JHML

JOHN HANCOCK EXCHANGE TRADED

-2.13%

Shares44.4K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

-0.64%

Shares17.5K

Event2026-06-30

Filed2026-07-24

WTM

WHITE MTNS INS GROUP LTD

-0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.69%

Shares11.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

26.58%

Shares12.8K

Event2026-06-30

Filed2026-07-24

SILJ

AMPLIFY ETF TR

-5.57%

Shares146.9K

Event2026-06-30

Filed2026-07-24

MINT

PIMCO ETF TR

-9.87%

Shares37.7K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

-20.32%

Shares15.3K

Event2026-06-30

Filed2026-07-24

GLOBE LIFE INC

-0.09%

Shares20.5K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

64.99%

Shares3.1K

Event2026-06-30

Filed2026-07-24

ISHARES TR

1.14%

Shares37.5K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

-0.53%

Shares12.9K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-40.01%

Shares145.8K

Event2026-06-30

Filed2026-07-24

RRC

RANGE RES CORP

0.97%

Shares93.7K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-0.95%

Shares4.8K

Event2026-06-30

Filed2026-07-24

WSM

WILLIAMS SONOMA INC

-1.55%

Shares14.7K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

6.32%

Shares1.7K

Event2026-06-30

Filed2026-07-24

MTD

METTLER TOLEDO INTERNATIONAL

0.50%

Shares2.6K

Event2026-06-30

Filed2026-07-24

PULS

PGIM ETF TR

64.28%

Shares66.1K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

4.20%

Shares8.9K

Event2026-06-30

Filed2026-07-24

VAW

VANGUARD WORLD FD

0.95%

Shares14.2K

Event2026-06-30

Filed2026-07-24

VNLA

JANUS DETROIT STR TR

1.12%

Shares66.2K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

1.75%

Shares55.7K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

1.74%

Shares109.2K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

-14.62%

Shares56.0K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

19.31%

Shares38.0K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

14.87%

Shares4.2K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

4.22%

Shares12.8K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

-1.12%

Shares9.3K

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

-1.13%

Shares59.8K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

6.59%

Shares10.2K

Event2026-06-30

Filed2026-07-24

ROP

ROPER TECHNOLOGIES INC

-53.26%

Shares8.9K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

4.92%

Shares8.0K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

15.99%

Shares14.3K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

-22.44%

Shares21.0K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

1.89%

Shares10.5K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

2.95%

Shares12.8K

Event2026-06-30

Filed2026-07-24

CONSTELLATION BRANDS INC

-0.37%

Shares20.1K

Event2026-06-30

Filed2026-07-24

CSL

CARLISLE COS INC

-0.65%

Shares7.6K

Event2026-06-30

Filed2026-07-24

IGIB

ISHARES TR

-1.21%

Shares51.3K

Event2026-06-30

Filed2026-07-24

SAMT

ADVISORS INNER CIRCLE FD III

New

Shares56.7K

Event2026-06-30

Filed2026-07-24

VGIT

VANGUARD SCOTTSDALE FDS

74.36%

Shares45.9K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-27.62%

Shares27.9K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-8.86%

Shares29.8K

Event2026-06-30

Filed2026-07-24

CLPT

CLEARPOINT NEURO INC

-0.13%

Shares149.0K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-73.87%

Shares32.0K

Event2026-06-30

Filed2026-07-24

TDY

TELEDYNE TECHNOLOGIES INC

-0.38%

Shares3.9K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

57.75%

Shares8.6K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

-1.09%

Shares3.4K

Event2026-06-30

Filed2026-07-24

TBUX

T ROWE PRICE EXCHANGE-TRADED

New

Shares51.1K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

37.74%

Shares7.5K

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP

13.00%

Shares17.5K

Event2026-06-30

Filed2026-07-24

WAT

WATERS CORP

14.09%

Shares6.7K

Event2026-06-30

Filed2026-07-24

GSY

INVESCO ACTIVELY MANAGED EXC

3.59%

Shares50.1K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

6.40%

Shares2.1K

Event2026-06-30

Filed2026-07-24

JHMM

JOHN HANCOCK EXCHANGE TRADED

5.77%

Shares33.0K

Event2026-06-30

Filed2026-07-24

RLMD

RELMADA THERAPEUTICS INC

0.45%

Shares354.1K

Event2026-06-30

Filed2026-07-24

SPIB

SPDR SERIES TRUST

-4.86%

Shares73.2K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

0.24%

Shares9.5K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

-8.76%

Shares7.6K

Event2026-06-30

Filed2026-07-24

EBAY

EBAY INC.

-0.92%

Shares21.2K

Event2026-06-30

Filed2026-07-24

ALLEGION PLC

6.65%

Shares16.7K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

18.75%

Shares21.2K

Event2026-06-30

Filed2026-07-24

BROADRIDGE FINL SOLUTIONS IN

-3.02%

Shares17.0K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

5.73%

Shares12.4K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-23.99%

Shares32.0K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

0.88%

Shares11.5K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

1.38%

Shares17.8K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

7.84%

Shares7.8K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

87.03%

Shares20.3K

Event2026-06-30

Filed2026-07-24

ETY

EATON VANCE TAX-MANAGED DIVE

-1.02%

Shares143.5K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

0.50%

Shares8.1K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-71.83%

Shares16.3K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

-0.79%

Shares28.6K

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC

-5.22%

Shares26.0K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

1.99%

Shares21.2K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

42.82%

Shares23.6K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

-1.23%

Shares19.4K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

13.91%

Shares5.9K

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD ADMIRAL FDS INC

673.94%

Shares23.9K

Event2026-06-30

Filed2026-07-24

TTC

TORO CO

-16.67%

Shares20.0K

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND

-3.24%

Shares15.6K

Event2026-06-30

Filed2026-07-24

PHO

INVESCO EXCHANGE TRADED FD T

3.15%

Shares28.1K

Event2026-06-30

Filed2026-07-24

VONE

VANGUARD SCOTTSDALE FDS

33.57%

Shares5.6K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

4.70%

Shares44.6K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

-9.99%

Shares31.0K

Event2026-06-30

Filed2026-07-24

CPNG

COUPANG INC

-23.87%

Shares107.7K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG

-0.04%

Shares11.8K

Event2026-06-30

Filed2026-07-24

ITB

ISHARES TR

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

0.96%

Shares4.2K

Event2026-06-30

Filed2026-07-24

UHS

UNIVERSAL HLTH SVCS INC

-2.19%

Shares12.2K

Event2026-06-30

Filed2026-07-24

DGX

QUEST DIAGNOSTICS INC

11.87%

Shares8.5K

Event2026-06-30

Filed2026-07-24

BROOKFIELD CORP

0.00%

Shares41.4K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

0.61%

Shares8.8K

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC

61.57%

Shares27.4K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

2.19%

Shares17.9K

Event2026-06-30

Filed2026-07-24

INTU

INTUIT

6.00%

Shares6.6K

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

New

Shares18.9K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-9.04%

Shares10.9K

Event2026-06-30

Filed2026-07-24

WRB

BERKLEY W R CORP

-1.13%

Shares24.1K

Event2026-06-30

Filed2026-07-24

IMCB

ISHARES TR

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

17.73%

Shares12.1K

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

-1.93%

Shares66.8K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

2.60%

Shares4.0K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

-0.91%

Shares5.4K

Event2026-06-30

Filed2026-07-24

SAIC

SCIENCE APPLICATIONS INTL CO

-25.54%

Shares14.7K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO ETF TR

26.20%

Shares60.3K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

912.77%

Shares13.3K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

91.96%

Shares19.2K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

-2.00%

Shares29.3K

Event2026-06-30

Filed2026-07-24

XYL

XYLEM INC

-1.42%

Shares13.1K

Event2026-06-30

Filed2026-07-24

OMC

OMNICOM GROUP INC

-20.32%

Shares21.2K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-24

SLB

SLB LIMITED

-0.23%

Shares32.2K

Event2026-06-30

Filed2026-07-24

WEC

WEC ENERGY GROUP INC

-84.22%

Shares12.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

2.78%

Shares4.0K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

13.38%

Shares29.3K

Event2026-06-30

Filed2026-07-24

SIL

GLOBAL X FDS

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-24

BILS

SPDR SERIES TRUST

1.55%

Shares14.4K

Event2026-06-30

Filed2026-07-24

MET

METLIFE INC

179.05%

Shares16.9K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

6.57%

Shares5.4K

Event2026-06-30

Filed2026-07-24

CLOA

BLACKROCK ETF TRUST II

-15.83%

Shares27.0K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

82.99%

Shares4.5K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

69.47%

Shares30.7K

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

17.90%

Shares14.6K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

13.35%

Shares7.7K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

2.67%

Shares3.3K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

-7.95%

Shares6.2K

Event2026-06-30

Filed2026-07-24

CF INDUSTRIES HOLD

-0.40%

Shares12.5K

Event2026-06-30

Filed2026-07-24

LNG

CHENIERE ENERGY INC

-22.68%

Shares5.6K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

-0.65%

Shares14.6K

Event2026-06-30

Filed2026-07-24

SOLS

SOLSTICE ADVANCED MATLS INC

5.67%

Shares15.0K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

-1.09%

Shares10.2K

Event2026-06-30

Filed2026-07-24

HEDJ

WISDOMTREE TR

0.00%

Shares23.3K

Event2026-06-30

Filed2026-07-24

DATADOG INC

5.22%

Shares5.0K

Event2026-06-30

Filed2026-07-24

KBWB

INVESCO EXCH TRADED FD TR II

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

12.30%

Shares13.4K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

2.83%

Shares1.8K

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO

12.52%

Shares3.7K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-65.55%

Shares17.8K

Event2026-06-30

Filed2026-07-24

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

11.92%

Shares14.1K

Event2026-06-30

Filed2026-07-24

HDV

ISHARES TR

394.51%

Shares45.0K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

1.26%

Shares34.1K

Event2026-06-30

Filed2026-07-24

CFG

CITIZENS FINL GROUP INC

179.67%

Shares17.5K

Event2026-06-30

Filed2026-07-24

CNI

CANADIAN NATL RY CO

-7.74%

Shares10.2K

Event2026-06-30

Filed2026-07-24

IQV

IQVIA HLDGS INC

1.37%

Shares6.3K

Event2026-06-30

Filed2026-07-24

BOEING CO

52.47%

Shares5.6K

Event2026-06-30

Filed2026-07-24

HPQ

HP INC

2.29%

Shares53.1K

Event2026-06-30

Filed2026-07-24

XLB

SELECT SECTOR SPDR TR

0.00%

Shares22.9K

Event2026-06-30

Filed2026-07-24

FENY

FIDELITY COVINGTON TRUST

0.00%

Shares39.4K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

304.97%

Shares9.1K

Event2026-06-30

Filed2026-07-24

AVDV

AMERICAN CENTY ETF TR

New

Shares10.9K

Event2026-06-30

Filed2026-07-24

DYNF

BLACKROCK ETF TRUST

New

Shares16.4K

Event2026-06-30

Filed2026-07-24

IGV

ISHARES TR

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-24

NKE

NIKE INC

24.47%

Shares27.1K

Event2026-06-30

Filed2026-07-24

EVR

EVERCORE INC

333.33%

Shares3.3K

Event2026-06-30

Filed2026-07-24

SMLF

ISHARES TR

6.99%

Shares12.3K

Event2026-06-30

Filed2026-07-24

PAYX

PAYCHEX INC

-12.19%

Shares10.8K

Event2026-06-30

Filed2026-07-24

EVSM

MORGAN STANLEY ETF TRUST

112.36%

Shares20.6K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

-4.54%

Shares10.9K

Event2026-06-30

Filed2026-07-24

CONSOLIDATED EDISON INC

49.81%

Shares9.3K

Event2026-06-30

Filed2026-07-24

SLVR

SPROTT FDS TR

4.68%

Shares20.5K

Event2026-06-30

Filed2026-07-24

GIS

GENERAL MILLS INC

-22.86%

Shares29.1K

Event2026-06-30

Filed2026-07-24

PLD

PROLOGIS INC.

0.99%

Shares7.4K

Event2026-06-30

Filed2026-07-24

WTV

WISDOMTREE TR

1.76%

Shares9.7K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

-0.15%

Shares6.0K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

104.98%

Shares30.6K

Event2026-06-30

Filed2026-07-24

MGC

VANGUARD WORLD FD

-2.08%

Shares3.5K

Event2026-06-30

Filed2026-07-24

FLDR

FIDELITY MERRIMACK STR TR

11.56%

Shares19.2K

Event2026-06-30

Filed2026-07-24

AIG

AMERICAN INTL GROUP INC

-60.72%

Shares12.8K

Event2026-06-30

Filed2026-07-24

FMDE

FIDELITY COVINGTON TRUST

1.23%

Shares23.4K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

-16.67%

Shares18.7K

Event2026-06-30

Filed2026-07-24

ACWI

ISHARES TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

12.11%

Shares17.0K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

352.19%

Shares10.4K

Event2026-06-30

Filed2026-07-24

BBT

BEACON FINANCIAL CORP.

0.00%

Shares29.9K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

-6.82%

Shares1.7K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

14.29%

Shares12.5K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

0.46%

Shares8.7K

Event2026-06-30

Filed2026-07-24

QDF

FLEXSHARES TR

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-24

KROGER CO

-0.92%

Shares15.8K

Event2026-06-30

Filed2026-07-24

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

26.99%

Shares3.5K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

2.98%

Shares17.2K

Event2026-06-30

Filed2026-07-24

NRXS

NEURAXIS INC

0.93%

Shares117.8K

Event2026-06-30

Filed2026-07-24

VDE

VANGUARD WORLD FD

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

EMGF

ISHARES INC

7.04%

Shares11.6K

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC

-1.30%

Shares5.3K

Event2026-06-30

Filed2026-07-24

MUR

MURPHY OIL CORP

64.94%

Shares25.4K

Event2026-06-30

Filed2026-07-24

SUSA

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

BP PLC

21.69%

Shares21.7K

Event2026-06-30

Filed2026-07-24

INTF

ISHARES TR

16.47%

Shares19.3K

Event2026-06-30

Filed2026-07-24

VSDM

VANGUARD MUN BD FDS

New

Shares10.3K

Event2026-06-30

Filed2026-07-24

PNFP

PINNACLE FINL PARTNERS INC

New

Shares7.8K

Event2026-06-30

Filed2026-07-24

CAH

CARDINAL HEALTH INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

FLQL

FRANKLIN TEMPLETON ETF TR

New

Shares9.7K

Event2026-06-30

Filed2026-07-24

ILF

ISHARES TR

10.84%

Shares22.4K

Event2026-06-30

Filed2026-07-24

COR

CENCORA INC

-4.23%

Shares2.6K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

1.98%

Shares5.9K

Event2026-06-30

Filed2026-07-24

MTB

M & T BK CORP

16.05%

Shares3.1K

Event2026-06-30

Filed2026-07-24

INFL

LISTED FDS TR

9.93%

Shares14.8K

Event2026-06-30

Filed2026-07-24

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

WCMI

FIRST TR EXCHANGE-TRADED FD

3.31%

Shares36.8K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

37.90%

Shares1.8K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

47.36%

Shares8.6K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

-75.25%

Shares13.0K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

151.51%

Shares4.6K

Event2026-06-30

Filed2026-07-24

TSCO

TRACTOR SUPPLY CO

-9.52%

Shares22.1K

Event2026-06-30

Filed2026-07-24

SPMD

SPDR SERIES TRUST

20.53%

Shares10.2K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

4.79%

Shares2.2K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

49.02%

Shares6.4K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP

-91.75%

Shares1.3K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

-24.39%

Shares1.7K

Event2026-06-30

Filed2026-07-24

AT&T INC

4.63%

Shares32.8K

Event2026-06-30

Filed2026-07-24

GARP

ISHARES TR

New

Shares8.2K

Event2026-06-30

Filed2026-07-24

EPS

WISDOMTREE TR

-3.84%

Shares8.6K

Event2026-06-30

Filed2026-07-24

SGU

STAR GROUP LP

-1.51%

Shares52.0K

Event2026-06-30

Filed2026-07-24

QXO

QXO INC

15.57%

Shares38.6K

Event2026-06-30

Filed2026-07-24

FTV

FORTIVE CORP

0.95%

Shares10.8K

Event2026-06-30

Filed2026-07-24

LABCORP HOLDINGS INC

-0.85%

Shares2.3K

Event2026-06-30

Filed2026-07-24

GSC

GOLDMAN SACHS ETF TR

49.70%

Shares9.3K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

-2.90%

Shares669

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

XEL

XCEL ENERGY INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

12.59%

Shares8.2K

Event2026-06-30

Filed2026-07-24

VTHR

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

INMU

BLACKROCK ETF TRUST II

New

Shares25.8K

Event2026-06-30

Filed2026-07-24

XME

SPDR SERIES TRUST

0.87%

Shares5.8K

Event2026-06-30

Filed2026-07-24

DSI

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

STT

STATE STR CORP

20.33%

Shares3.6K

Event2026-06-30

Filed2026-07-24

MKL

MARKEL GROUP INC

28.81%

Shares313

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

791.11%

Shares2.0K

Event2026-06-30

Filed2026-07-24

NEAR

ISHARES U S ETF TR

5.70%

Shares11.8K

Event2026-06-30

Filed2026-07-24

LOB

LIVE OAK BANCSHARES INC

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-24

INGERSOLL RAND INC

4.46%

Shares7.2K

Event2026-06-30

Filed2026-07-24

GNRC

GENERAC HLDGS INC

-1.44%

Shares2.0K

Event2026-06-30

Filed2026-07-24

GPIX

GOLDMAN SACHS ETF TR

41.16%

Shares10.4K

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

0.00%

Shares510

Event2026-06-30

Filed2026-07-24

SLQD

ISHARES TR

New

Shares11.4K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

-9.73%

Shares5.2K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

2.44%

Shares1.6K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

-6.58%

Shares4.9K

Event2026-06-30

Filed2026-07-24

RIO

RIO TINTO PLC

20.41%

Shares5.6K

Event2026-06-30

Filed2026-07-24

AWK

AMERICAN WTR WKS CO INC NEW

-11.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

SLF

SUN LIFE FINANCIAL INC.

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-24

TORONTO DOMINION BK ONT

-2.06%

Shares4.3K

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

0.96%

Shares5.3K

Event2026-06-30

Filed2026-07-24

QGRW

WISDOMTREE TR

35.91%

Shares7.8K

Event2026-06-30

Filed2026-07-24

CTAS

CINTAS CORP

-0.93%

Shares3.0K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

JEF

JEFFERIES FINANCIAL GROUP IN

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

ALLW

SSGA ACTIVE TR

New

Shares16.8K

Event2026-06-30

Filed2026-07-24

UNILEVER PLC

-72.56%

Shares8.2K

Event2026-06-30

Filed2026-07-24

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-0.61%

Shares12.6K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

3.03%

Shares3.1K

Event2026-06-30

Filed2026-07-24

SNY

SANOFI SA

-3.03%

Shares11.2K

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD WORLD FD

5.19%

Shares3.6K

Event2026-06-30

Filed2026-07-24

TECH

BIO-TECHNE CORP

-2.04%

Shares6.7K

Event2026-06-30

Filed2026-07-24

WSO

WATSCO INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

COHR

COHERENT CORP

-11.11%

Shares1.2K

Event2026-06-30

Filed2026-07-24

OTIS

OTIS WORLDWIDE CORP

1.68%

Shares6.6K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

3.27%

Shares12.8K

Event2026-06-30

Filed2026-07-24

JHMD

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-24

ISCB

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

DVN

DEVON ENERGY CORP NEW

5.12%

Shares11.1K

Event2026-06-30

Filed2026-07-24

SRLN

SSGA ACTIVE ETF TR

-17.90%

Shares11.3K

Event2026-06-30

Filed2026-07-24

RACE

FERRARI N V

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

DCI

DONALDSON INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

HIG

HARTFORD INSURANCE GROUP INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-24

EME

EMCOR GROUP INC

70.65%

Shares529

Event2026-06-30

Filed2026-07-24

XBI

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

SCHR

SCHWAB STRATEGIC TR

-16.11%

Shares17.6K

Event2026-06-30

Filed2026-07-24

JD.COM INC

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-24

DOV

DOVER CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

12.72%

Shares6.2K

Event2026-06-30

Filed2026-07-24

EEMV

ISHARES INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

FTMA

PUTNAM ETF TRUST

0.89%

Shares46.4K

Event2026-06-30

Filed2026-07-24

XZO

EXZEO GROUP INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

10.91%

Shares1.2K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

New

Shares8.1K

Event2026-06-30

Filed2026-07-24

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

WESTERN UN CO

4.52%

Shares51.7K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

-16.63%

Shares4.0K

Event2026-06-30

Filed2026-07-24

WEYERHAEUSER CO

-6.52%

Shares16.5K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

-0.13%

Shares747

Event2026-06-30

Filed2026-07-24

MAR

MARRIOTT INTL INC NEW

10.53%

Shares1.1K

Event2026-06-30

Filed2026-07-24

AMLX

AMYLYX PHARMACEUTICALS INC

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-24

FBIN

FORTUNE BRANDS INNOVATIONS I

-6.67%

Shares7.0K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

New

Shares596

Event2026-06-30

Filed2026-07-24

BHP

BHP BILLITON LIMITED

New

Shares4.5K

Event2026-06-30

Filed2026-07-24

AKAMAI TECHNOLOGIES INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

MICROCHIP TECHNOLOGY INC.

0.13%

Shares4.0K

Event2026-06-30

Filed2026-07-24

TDG

TRANSDIGM GROUP INC

-1.82%

Shares270

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

6.66%

Shares2.6K

Event2026-06-30

Filed2026-07-24

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

-0.43%

Shares1.2K

Event2026-06-30

Filed2026-07-24

QTUM

ETF SER SOLUTIONS

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

VLTO

VERALTO CORP

-66.05%

Shares4.0K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

IUSV

ISHARES TR

10.31%

Shares3.2K

Event2026-06-30

Filed2026-07-24

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

CORTEVA INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

GBUG

SPROTT FDS TR

9.93%

Shares9.0K

Event2026-06-30

Filed2026-07-24

RWJ

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-24

CMG

CHIPOTLE MEXICAN GRILL INC

-6.46%

Shares10.1K

Event2026-06-30

Filed2026-07-24

VFMF

VANGUARD WELLINGTON FD

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-24

COPX

GLOBAL X FDS

4.18%

Shares4.4K

Event2026-06-30

Filed2026-07-24

GWW

WW GRAINGER INC

1.63%

Shares250

Event2026-06-30

Filed2026-07-24

BINC

BLACKROCK ETF TRUST II

New

Shares6.5K

Event2026-06-30

Filed2026-07-24

MAS

MASCO CORP

9.92%

Shares4.1K

Event2026-06-30

Filed2026-07-24

TC ENERGY CORP

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

J P MORGAN EXCHANGE TRADED F

3.51%

Shares5.4K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

8.31%

Shares4.4K

Event2026-06-30

Filed2026-07-24

MMC

MARSH & MCLENNAN COS INC

-0.95%

Shares2.0K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-3.58%

Shares2.1K

Event2026-06-30

Filed2026-07-24

RVTY

REVVITY INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC

-87.36%

Shares2.9K

Event2026-06-30

Filed2026-07-24

OKE

ONEOK INC NEW

-3.97%

Shares3.8K

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP

-87.02%

Shares4.0K

Event2026-06-30

Filed2026-07-24

SCHI

SCHWAB STRATEGIC TR

New

Shares14.3K

Event2026-06-30

Filed2026-07-24

FEDEX FGHT HLDG CO INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

HSY

HERSHEY CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD WORLD FD

0.00%

Shares887

Event2026-06-30

Filed2026-07-24

RWK

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IETC

ISHARES U S ETF TR

-7.78%

Shares3.0K

Event2026-06-30

Filed2026-07-24

JBND

J P MORGAN EXCHANGE TRADED F

8.04%

Shares5.9K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

13.55%

Shares1.1K

Event2026-06-30

Filed2026-07-24

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

MPLX

MPLX LP

2.70%

Shares5.5K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

0.00%

Shares842

Event2026-06-30

Filed2026-07-24

TXT

TEXTRON INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

SPTI

SPDR SERIES TRUST

40.00%

Shares10.5K

Event2026-06-30

Filed2026-07-24

BDX

BECTON DICKINSON & CO

-2.78%

Shares2.0K

Event2026-06-30

Filed2026-07-24

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares749

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

12.86%

Shares1.3K

Event2026-06-30

Filed2026-07-24

EDWARDS LIFESCIENCES CORP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

NTRS

NORTHERN TR CORP

-2.70%

Shares1.6K

Event2026-06-30

Filed2026-07-24

HECLA MINING COMPANY

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

11.20%

Shares1.1K

Event2026-06-30

Filed2026-07-24

EVERSOURCE ENERGY

4.63%

Shares3.9K

Event2026-06-30

Filed2026-07-24

QNITY ELECTRONICS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

CHKP

CHECK POINT SOFTWARE TECH LT

-1.45%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CGSM

CAPITAL GRP FIXED INCM ETF T

9.77%

Shares10.4K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

1.62%

Shares939

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

VMC

VULCAN MATLS CO

0.00%

Shares900

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

0.63%

Shares3.0K

Event2026-06-30

Filed2026-07-24

JPEF

J P MORGAN EXCHANGE TRADED F

-1.56%

Shares3.3K

Event2026-06-30

Filed2026-07-24

LYFT INC

19.97%

Shares18.0K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

New

Shares8.6K

Event2026-06-30

Filed2026-07-24

ICSH

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

ONON

ON HLDG AG

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-24

EQT

EQT CORP

New

Shares4.8K

Event2026-06-30

Filed2026-07-24

GSK PLC

New

Shares4.9K

Event2026-06-30

Filed2026-07-24

RAL

RALLIANT CORP

-50.61%

Shares3.5K

Event2026-06-30

Filed2026-07-24

TEMPUS AI INC

New

Shares4.3K

Event2026-06-30

Filed2026-07-24

EQIX

EQUINIX INC

New

Shares238

Event2026-06-30

Filed2026-07-24

AGILENT TECHNOLOGIES INC

-14.92%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ADOBE INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

ACUITY INC

New

Shares648

Event2026-06-30

Filed2026-07-24

KHC

KRAFT HEINZ CO

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

New

Shares4.5K

Event2026-06-30

Filed2026-07-24

EXR

EXTRA SPACE STORAGE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

VPLS

VANGUARD MALVERN FDS

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

IUSB

ISHARES TR

New

Shares5.1K

Event2026-06-30

Filed2026-07-24

BAM

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

CLENE INC

0.00%

Shares37.2K

Event2026-06-30

Filed2026-07-24

AMERIPRISE FINL INC

-17.00%

Shares498

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

New

Shares348

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

-2.03%

Shares1.9K

Event2026-06-30

Filed2026-07-24

DMBS

DOUBLELINE ETF TRUST

7.30%

Shares4.6K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

New

Shares525

Event2026-06-30

Filed2026-07-24

GSIE

GOLDMAN SACHS ETF TR

-10.22%

Shares4.9K

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available