Sponsored

The Analysis of PATTON ALBERTSON MILLER GROUP, LLC's Holdings & P&L

Currently, PATTON ALBERTSON MILLER GROUP, LLC holds 213 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in KLAC (+104.1K shares, valued at $31.4M), CORO (+349.8K shares, valued at $12.8M), VGT (+105.8K shares, valued at $12.7M); decreased their positions in TCAF (-44.2K shares, valued at $1.8M), N/A (-2.4K shares, valued at $1.8M), IWY (-4.5K shares, valued at $1.3M); initiated new positions in CORO (+349.8K shares, valued at $12.8M), INTC (+2.3K shares, valued at $325.9K), VXF (+990 shares, valued at $243.7K).

1M P&L

+3.3M+0.42%

3M P&L

+12.4M+1.60%

HY P&L

-226.5M-22.40%

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/A312.1M

38.6%

2Semiconductors61.3M

7.6%

3Consumer Electronics38.6M

4.8%

Top Industries by Stock Count

1N/A80 stocks

43.2%

2Drug Manufacturers - General8 stocks

4.3%

3Semiconductors6 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION265.5K shares-2.25%2026-06-302026-07-22

AAPL APPLE INC133.5K shares-0.75%2026-06-302026-07-22

BAI BLACKROCK ETF TRUST683.0K shares3.15%2026-06-302026-07-22

KLAC KLA CORP116.6K shares828.32%2026-06-302026-07-22

ISHARES TR ISHARES TR43.3K shares-2.69%2026-06-302026-07-22

DYNF BLACKROCK ETF TRUST443.6K shares-0.55%2026-06-302026-07-22

ITOT ISHARES TR165.7K shares-2.00%2026-06-302026-07-22

IYW ISHARES TR107.8K shares1.24%2026-06-302026-07-22

Sponsored

APPLIED MATLS INC APPLIED MATLS INC36.9K shares-3.15%2026-06-302026-07-22

CVLG COVENANT LOGISTICS GROUP INC584.9K shares0.75%2026-06-302026-07-22

IVW ISHARES TR182.2K shares9.12%2026-06-302026-07-22

GOOGL ALPHABET INC56.6K shares-3.78%2026-06-302026-07-22

MSFT MICROSOFT CORP46.2K shares-0.83%2026-06-302026-07-22

QUANTA SVCS INC QUANTA SVCS INC22.6K shares-9.71%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC137.7K shares-0.59%2026-06-302026-07-22

BROADCOM INC BROADCOM INC42.7K shares-2.29%2026-06-302026-07-22

Sponsored

VGT VANGUARD WORLD FD120.7K shares713.19%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO42.4K shares-1.37%2026-06-302026-07-22

URI UNITED RENTALS INC12.0K shares-2.19%2026-06-302026-07-22

SHLD GLOBAL X FDS224.4K shares16.52%2026-06-302026-07-22

CORO BLACKROCK ETF TRUST349.8K sharesnew addition2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC11.4K shares-5.19%2026-06-302026-07-22

CMI CUMMINS INC16.0K shares-3.31%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS30.0K shares-0.12%2026-06-302026-07-22

Sponsored

AMZN AMAZON COM INC46.2K shares11.21%2026-06-302026-07-22

WAB WABTEC39.4K shares-0.58%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC18.7K shares0.27%2026-06-302026-07-22

AOA ISHARES TR107.8K shares-3.79%2026-06-302026-07-22

WMT WALMART INC88.9K shares-1.26%2026-06-302026-07-22

KO COCA COLA CO121.4K shares-1.98%2026-06-302026-07-22

MCK MCKESSON CORP12.5K shares0.43%2026-06-302026-07-22

VLO VALERO ENERGY CORP34.8K shares-8.16%2026-06-302026-07-22

Sponsored

BIV VANGUARD BD INDEX FDS117.0K shares0.43%2026-06-302026-07-22

PHM PULTE GROUP INC64.8K shares-0.06%2026-06-302026-07-22

APPLOVIN CORP APPLOVIN CORP15.9K shares2.75%2026-06-302026-07-22

OEF ISHARES TR21.9K shares12.26%2026-06-302026-07-22

GOOG ALPHABET INC21.8K shares-0.29%2026-06-302026-07-22

INCY INCYTE CORP64.9K shares1.00%2026-06-302026-07-22

JPIB J P MORGAN EXCHANGE TRADED F150.3K shares1030.39%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR37.1K shares0.12%2026-06-302026-07-22

Sponsored

HD HOME DEPOT INC19.9K shares-0.75%2026-06-302026-07-22

DHR DANAHER CORP DEL36.0K shares-0.56%2026-06-302026-07-22

CVX CHEVRON CORPORATION40.2K shares-0.47%2026-06-302026-07-22

IQLT ISHARES TR133.9K shares-1.68%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS23.4K shares0.34%2026-06-302026-07-22

AMERIPRISE FINL INC AMERIPRISE FINL INC14.2K shares-0.31%2026-06-302026-07-22

TMO THERMO FISHER SCIENTIFIC INC12.5K shares-0.45%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON24.3K shares-0.28%2026-06-302026-07-22

Sponsored

BAC BANK OF AMER CORP105.9K shares-0.62%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC5.2K shares458.20%2026-06-302026-07-22

ALL ALLSTATE CORP25.3K shares-1.51%2026-06-302026-07-22

UNP UNION PAC CORP22.0K shares-0.96%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED11.6K shares0.16%2026-06-302026-07-22

LOW LOWES COS INC26.9K shares0.29%2026-06-302026-07-22

AIQ GLOBAL X FDS86.1K shares-4.94%2026-06-302026-07-22

DRI DARDEN RESTAURANTS INC27.3K shares0.80%2026-06-302026-07-22

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP65.6K shares-0.81%2026-06-302026-07-22

AOR ISHARES TR76.5K shares-6.04%2026-06-302026-07-22

DTE DTE ENERGY CO33.9K shares0.89%2026-06-302026-07-22

MRK MERCK & CO INC39.9K shares1.63%2026-06-302026-07-22

SYK STRYKER CORPORATION16.0K shares-0.12%2026-06-302026-07-22

ABBVIE INC ABBVIE INC19.4K shares-0.80%2026-06-302026-07-22

CBRE CBRE GROUP INC35.1K shares0.02%2026-06-302026-07-22

DOV DOVER CORP19.5K shares0.33%2026-06-302026-07-22

Sponsored

XLF SELECT SECTOR SPDR TR73.7K shares0.23%2026-06-302026-07-22

BG BUNGE GLOBAL SA36.8K shares4.48%2026-06-302026-07-22

DIS DISNEY WALT CO40.6K shares0.74%2026-06-302026-07-22

WTS WATTS WATER TECHNOLOGIES INC9.9K shares0.97%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL7.8K shares-7.20%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.1K shares-2.17%2026-06-302026-07-22

TGT TARGET CORP28.3K shares2.54%2026-06-302026-07-22

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC11.2K shares-1.98%2026-06-302026-07-22

Sponsored

ISHARES TR ISHARES TR37.9K shares-2.81%2026-06-302026-07-22

VOO VANGUARD INDEX FDS5.3K shares-12.86%2026-06-302026-07-22

IAU ISHARES GOLD TR48.0K shares7.36%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC82.0K shares0.58%2026-06-302026-07-22

SHW SHERWIN WILLIAMS CO9.8K shares3.45%2026-06-302026-07-22

MOAT VANECK ETF TRUST32.1K shares-26.45%2026-06-302026-07-22

VISA INC VISA INC9.5K shares-3.19%2026-06-302026-07-22

IFRA ISHARES TR51.4K shares-0.70%2026-06-302026-07-22

Sponsored

MTCH MATCH GROUP INC NEW81.4K shares1.13%2026-06-302026-07-22

TCAF T ROWE PRICE EXCHANGE-TRADED72.8K shares-37.77%2026-06-302026-07-22

PG PROCTER & GAMBLE CO19.9K shares-2.36%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS11.9K shares-3.97%2026-06-302026-07-22

ROP ROPER TECHNOLOGIES INC8.2K shares-17.58%2026-06-302026-07-22

ITA ISHARES TR9.8K shares1.61%2026-06-302026-07-22

CAT CATERPILLAR INC2.2K shares-0.41%2026-06-302026-07-22

WRLD WORLD ACCEP CORPORATION9.8K shares1.34%2026-06-302026-07-22

Sponsored

DIA STATE STR SPDR DOW JONES IND4.2K shares0.00%2026-06-302026-07-22

HPQ HP INC99.0K shares-2.78%2026-06-302026-07-22

IWY ISHARES TR7.4K shares-37.60%2026-06-302026-07-22

EFG ISHARES TR17.1K shares-12.84%2026-06-302026-07-22

GSIE GOLDMAN SACHS ETF TR45.1K shares2.21%2026-06-302026-07-22

DE DEERE & CO3.2K shares-5.90%2026-06-302026-07-22

APTIV PLC APTIV PLC31.7K shares24.66%2026-06-302026-07-22

KDP KEURIG DR PEPPER INC57.8K shares73.49%2026-06-302026-07-22

Sponsored

AMGN AMGEN INC5.2K shares-1.57%2026-06-302026-07-22

APH AMPHENOL CORP10.6K shares-1.48%2026-06-302026-07-22

MUB ISHARES TR17.4K shares-11.92%2026-06-302026-07-22

PEP PEPSICO INC13.8K shares0.25%2026-06-302026-07-22

CINF CINCINNATI FINL CORP9.9K shares1.33%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP13.4K shares-0.84%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.7K shares1.15%2026-06-302026-07-22

TIP ISHARES TR14.0K shares-0.52%2026-06-302026-07-22

Sponsored

AOM ISHARES TR29.8K shares-2.45%2026-06-302026-07-22

IEMG ISHARES INC17.3K shares-9.38%2026-06-302026-07-22

MCD MCDONALDS CORP5.3K shares-0.75%2026-06-302026-07-22

VUG VANGUARD INDEX FDS15.1K shares474.30%2026-06-302026-07-22

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC9.3K shares-24.78%2026-06-302026-07-22

ADOBE INC ADOBE INC6.3K shares-0.98%2026-06-302026-07-22

ABT ABBOTT LABORATORIES13.7K shares-1.56%2026-06-302026-07-22

CVS CVS HEALTH CORP11.8K shares0.66%2026-06-302026-07-22

Sponsored

VNQ VANGUARD INDEX FDS12.4K shares0.00%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS7.5K shares-1.82%2026-06-302026-07-22

TFC TRUIST FINL CORP23.7K shares-1.67%2026-06-302026-07-22

TLT ISHARES TR13.3K shares-4.18%2026-06-302026-07-22

QUAL ISHARES TR5.2K shares0.00%2026-06-302026-07-22

XSD SPDR SERIES TRUST1.8K shares0.00%2026-06-302026-07-22

ETN EATON CORP PLC2.5K shares0.00%2026-06-302026-07-22

LLY ELI LILLY & CO876 shares-2.23%2026-06-302026-07-22

Sponsored

SOUTHERN CO SOUTHERN CO10.6K shares-0.34%2026-06-302026-07-22

QCOM QUALCOMM INC5.4K shares-0.46%2026-06-302026-07-22

NSC NORFOLK SOUTHN CORP3.0K shares-3.63%2026-06-302026-07-22

MDLZ MONDELEZ INTL INC16.3K shares0.77%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.2K shares-4.62%2026-06-302026-07-22

QQQ INVESCO QQQ TR1.2K shares-7.58%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION4.8K shares-0.72%2026-06-302026-07-22

IUSB ISHARES TR19.4K shares-20.85%2026-06-302026-07-22

Sponsored

IJS ISHARES TR6.6K shares0.00%2026-06-302026-07-22

XLI SELECT SECTOR SPDR TR4.8K shares0.00%2026-06-302026-07-22

PNFP PINNACLE FINL PARTNERS INC8.6K shares-1.72%2026-06-302026-07-22

SEIC SEI INVTS CO9.7K shares0.00%2026-06-302026-07-22

IXN ISHARES TR5.8K shares-0.36%2026-06-302026-07-22

MO ALTRIA GROUP INC10.7K shares-1.76%2026-06-302026-07-22

IYC ISHARES TR7.6K shares0.00%2026-06-302026-07-22

AFL AFLAC INC6.5K shares-0.38%2026-06-302026-07-22

Sponsored

SCHB SCHWAB STRATEGIC TR26.1K shares-0.02%2026-06-302026-07-22

MPC MARATHON PETE CORP2.9K shares0.00%2026-06-302026-07-22

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR16.4K shares0.00%2026-06-302026-07-22

IVE ISHARES TR3.2K shares-41.23%2026-06-302026-07-22

ORACLE CORP ORACLE CORP4.3K shares-2.41%2026-06-302026-07-22

AXP AMERICAN EXPRESS CO1.8K shares-1.41%2026-06-302026-07-22

IDMO INVESCO EXCH TRADED FD TR II10.0K shares10.62%2026-06-302026-07-22

VTV VANGUARD INDEX FDS2.7K shares-3.63%2026-06-302026-07-22

Sponsored

EMR EMERSON ELEC CO4.1K shares-0.86%2026-06-302026-07-22

CSX CSX CORP12.3K shares-0.31%2026-06-302026-07-22

COP CONOCOPHILLIPS5.6K shares-0.94%2026-06-302026-07-22

NVS NOVARTIS AG3.7K shares-2.30%2026-06-302026-07-22

JFLX J P MORGAN EXCHANGE TRADED F11.0K shares-3.84%2026-06-302026-07-22

ADI ANALOG DEVICES INC1.3K shares0.00%2026-06-302026-07-22

CL COLGATE PALMOLIVE CO5.7K shares0.00%2026-06-302026-07-22

MCO MOODYS CORP1.1K shares0.00%2026-06-302026-07-22

Sponsored

AEP AMERICAN ELEC PWR CO INC3.7K shares-0.35%2026-06-302026-07-22

VPU VANGUARD WORLD FD2.6K shares0.00%2026-06-302026-07-22

DUK DUKE ENERGY CORP NEW4.0K shares-13.87%2026-06-302026-07-22

SLV ISHARES SILVER TR9.3K shares0.00%2026-06-302026-07-22

IWB ISHARES TR1.2K shares0.00%2026-06-302026-07-22

IWF ISHARES TR3.9K shares300.00%2026-06-302026-07-22

GPN GLOBAL PMTS INC6.6K shares-8.97%2026-06-302026-07-22

WFC WELLS FARGO & CO5.8K shares-0.07%2026-06-302026-07-22

Sponsored

PNC PNC FINL SVCS GROUP INC1.9K shares-0.05%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR14.8K shares-7.43%2026-06-302026-07-22

FTV FORTIVE CORP7.6K shares0.55%2026-06-302026-07-22

TSLA TESLA INC1.1K shares-2.92%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS6.3K shares0.00%2026-06-302026-07-22

CCEP COCA-COLA EUROPACIFIC PARTNE4.5K shares0.00%2026-06-302026-07-22

VLTO VERALTO CORP4.9K shares0.58%2026-06-302026-07-22

THRO BLACKROCK ETF TRUST9.9K shares-60.90%2026-06-302026-07-22

Sponsored

PFF ISHARES TR13.7K shares0.00%2026-06-302026-07-22

TJX TJX COS INC NEW2.8K shares-2.69%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F6.8K shares0.00%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 40575 shares0.00%2026-06-302026-07-22

FAST FASTENAL CO8.3K shares0.00%2026-06-302026-07-22

GILD GILEAD SCIENCES INC3.1K shares0.00%2026-06-302026-07-22

TLTD FLEXSHARES TR3.9K shares0.00%2026-06-302026-07-22

IGEB ISHARES TR8.4K shares-56.44%2026-06-302026-07-22

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.5K shares-5.56%2026-06-302026-07-22

GE GE AEROSPACE953 shares0.00%2026-06-302026-07-22

INTC INTEL CORP2.3K sharesnew addition2026-06-302026-07-22

LKQ LKQ CORP12.1K shares-58.51%2026-06-302026-07-22

TXN TEXAS INSTRS INC1.1K shares-3.34%2026-06-302026-07-22

GSY INVESCO ACTIVELY MANAGED EXC6.2K shares-24.78%2026-06-302026-07-22

BMY BRISTOL-MYERS SQUIBB CO5.3K shares-2.52%2026-06-302026-07-22

IJR ISHARES TR2.0K shares-6.71%2026-06-302026-07-22

Sponsored

VXUS VANGUARD STAR FDS3.5K shares0.00%2026-06-302026-07-22

ELV ELEVANCE HEALTH INC FORMERLY769 shares-1.66%2026-06-302026-07-22

USFR WISDOMTREE TR5.6K shares-6.67%2026-06-302026-07-22

NFG NATIONAL FUEL GAS CO3.6K shares0.00%2026-06-302026-07-22

HBAN HUNTINGTON BANCSHARES INC15.2K shares-11.65%2026-06-302026-07-22

EBAY EBAY INC.2.4K shares-2.04%2026-06-302026-07-22

KMB KIMBERLY-CLARK CORP2.4K shares-1.62%2026-06-302026-07-22

FI FISERV INC5.4K shares-69.19%2026-06-302026-07-22

Sponsored

PH PARKER-HANNIFIN CORP262 shares-9.03%2026-06-302026-07-22

HEFA ISHARES TR5.4K shares0.00%2026-06-302026-07-22

SCHM SCHWAB STRATEGIC TR6.7K shares-6.97%2026-06-302026-07-22

HDV ISHARES TR8.9K shares314.03%2026-06-302026-07-22

VXF VANGUARD INDEX FDS990 sharesnew addition2026-06-302026-07-22

CAH CARDINAL HEALTH INC1.0K shares0.00%2026-06-302026-07-22

XLE SELECT SECTOR SPDR TR4.4K shares0.00%2026-06-302026-07-22

IGHG PROSHARES TR3.0K shares0.00%2026-06-302026-07-22

Sponsored

YUM YUM BRANDS INC1.4K shares0.00%2026-06-302026-07-22

NEAR ISHARES U S ETF TR4.5K shares0.00%2026-06-302026-07-22

GLD SPDR GOLD TR620 shares0.00%2026-06-302026-07-22

VRP INVESCO EXCH TRADED FD TR II9.4K shares0.00%2026-06-302026-07-22

XLP SELECT SECTOR SPDR TR2.7K shares0.00%2026-06-302026-07-22

PFE PFIZER INC9.1K shares-1.69%2026-06-302026-07-22

VO VANGUARD INDEX FDS2.7K sharesnew addition2026-06-302026-07-22

CWB SPDR SERIES TRUST2.0K sharesnew addition2026-06-302026-07-22

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares0.00%2026-06-302026-07-22

FLOT ISHARES TR4.0K shares-11.11%2026-06-302026-07-22

IJH ISHARES TR2.6K shares-70.93%2026-06-302026-07-22

GPK GRAPHIC PACKAGING HLDG CO16.2K shares-14.29%2026-06-302026-07-22

FSCO FS CREDIT OPPORTUNITIES CORP19.1K shares0.00%2026-06-302026-07-22

NVDA

NVIDIA CORPORATION

-2.25%

Shares265.5K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-0.75%

Shares133.5K

Event2026-06-30

Filed2026-07-22

BAI

BLACKROCK ETF TRUST

3.15%

Shares683.0K

Event2026-06-30

Filed2026-07-22

KLAC

KLA CORP

828.32%

Shares116.6K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-2.69%

Shares43.3K

Event2026-06-30

Filed2026-07-22

DYNF

BLACKROCK ETF TRUST

-0.55%

Shares443.6K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

-2.00%

Shares165.7K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

1.24%

Shares107.8K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

-3.15%

Shares36.9K

Event2026-06-30

Filed2026-07-22

CVLG

COVENANT LOGISTICS GROUP INC

0.75%

Shares584.9K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

9.12%

Shares182.2K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-3.78%

Shares56.6K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-0.83%

Shares46.2K

Event2026-06-30

Filed2026-07-22

QUANTA SVCS INC

-9.71%

Shares22.6K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

-0.59%

Shares137.7K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

-2.29%

Shares42.7K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

713.19%

Shares120.7K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-1.37%

Shares42.4K

Event2026-06-30

Filed2026-07-22

URI

UNITED RENTALS INC

-2.19%

Shares12.0K

Event2026-06-30

Filed2026-07-22

SHLD

GLOBAL X FDS

16.52%

Shares224.4K

Event2026-06-30

Filed2026-07-22

CORO

BLACKROCK ETF TRUST

New

Shares349.8K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

-5.19%

Shares11.4K

Event2026-06-30

Filed2026-07-22

CMI

CUMMINS INC

-3.31%

Shares16.0K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.12%

Shares30.0K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

11.21%

Shares46.2K

Event2026-06-30

Filed2026-07-22

WAB

WABTEC

-0.58%

Shares39.4K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

0.27%

Shares18.7K

Event2026-06-30

Filed2026-07-22

AOA

ISHARES TR

-3.79%

Shares107.8K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

-1.26%

Shares88.9K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

-1.98%

Shares121.4K

Event2026-06-30

Filed2026-07-22

MCK

MCKESSON CORP

0.43%

Shares12.5K

Event2026-06-30

Filed2026-07-22

VLO

VALERO ENERGY CORP

-8.16%

Shares34.8K

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD BD INDEX FDS

0.43%

Shares117.0K

Event2026-06-30

Filed2026-07-22

PHM

PULTE GROUP INC

-0.06%

Shares64.8K

Event2026-06-30

Filed2026-07-22

APPLOVIN CORP

2.75%

Shares15.9K

Event2026-06-30

Filed2026-07-22

OEF

ISHARES TR

12.26%

Shares21.9K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-0.29%

Shares21.8K

Event2026-06-30

Filed2026-07-22

INCY

INCYTE CORP

1.00%

Shares64.9K

Event2026-06-30

Filed2026-07-22

JPIB

J P MORGAN EXCHANGE TRADED F

1030.39%

Shares150.3K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

0.12%

Shares37.1K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-0.75%

Shares19.9K

Event2026-06-30

Filed2026-07-22

DHR

DANAHER CORP DEL

-0.56%

Shares36.0K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

-0.47%

Shares40.2K

Event2026-06-30

Filed2026-07-22

IQLT

ISHARES TR

-1.68%

Shares133.9K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

0.34%

Shares23.4K

Event2026-06-30

Filed2026-07-22

AMERIPRISE FINL INC

-0.31%

Shares14.2K

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER SCIENTIFIC INC

-0.45%

Shares12.5K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-0.28%

Shares24.3K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

-0.62%

Shares105.9K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

458.20%

Shares5.2K

Event2026-06-30

Filed2026-07-22

ALL

ALLSTATE CORP

-1.51%

Shares25.3K

Event2026-06-30

Filed2026-07-22

UNP

UNION PAC CORP

-0.96%

Shares22.0K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

0.16%

Shares11.6K

Event2026-06-30

Filed2026-07-22

LOW

LOWES COS INC

0.29%

Shares26.9K

Event2026-06-30

Filed2026-07-22

AIQ

GLOBAL X FDS

-4.94%

Shares86.1K

Event2026-06-30

Filed2026-07-22

DRI

DARDEN RESTAURANTS INC

0.80%

Shares27.3K

Event2026-06-30

Filed2026-07-22

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.81%

Shares65.6K

Event2026-06-30

Filed2026-07-22

AOR

ISHARES TR

-6.04%

Shares76.5K

Event2026-06-30

Filed2026-07-22

DTE

DTE ENERGY CO

0.89%

Shares33.9K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

1.63%

Shares39.9K

Event2026-06-30

Filed2026-07-22

SYK

STRYKER CORPORATION

-0.12%

Shares16.0K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

-0.80%

Shares19.4K

Event2026-06-30

Filed2026-07-22

CBRE

CBRE GROUP INC

0.02%

Shares35.1K

Event2026-06-30

Filed2026-07-22

DOV

DOVER CORP

0.33%

Shares19.5K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

0.23%

Shares73.7K

Event2026-06-30

Filed2026-07-22

BUNGE GLOBAL SA

4.48%

Shares36.8K

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

0.74%

Shares40.6K

Event2026-06-30

Filed2026-07-22

WTS

WATTS WATER TECHNOLOGIES INC

0.97%

Shares9.9K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

-7.20%

Shares7.8K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

-2.17%

Shares5.1K

Event2026-06-30

Filed2026-07-22

TGT

TARGET CORP

2.54%

Shares28.3K

Event2026-06-30

Filed2026-07-22

TRAVELERS COMPANIES INC

-1.98%

Shares11.2K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-2.81%

Shares37.9K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

-12.86%

Shares5.3K

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD TR

7.36%

Shares48.0K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

0.58%

Shares82.0K

Event2026-06-30

Filed2026-07-22

SHW

SHERWIN WILLIAMS CO

3.45%

Shares9.8K

Event2026-06-30

Filed2026-07-22

MOAT

VANECK ETF TRUST

-26.45%

Shares32.1K

Event2026-06-30

Filed2026-07-22

VISA INC

-3.19%

Shares9.5K

Event2026-06-30

Filed2026-07-22

IFRA

ISHARES TR

-0.70%

Shares51.4K

Event2026-06-30

Filed2026-07-22

MTCH

MATCH GROUP INC NEW

1.13%

Shares81.4K

Event2026-06-30

Filed2026-07-22

TCAF

T ROWE PRICE EXCHANGE-TRADED

-37.77%

Shares72.8K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

-2.36%

Shares19.9K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

-3.97%

Shares11.9K

Event2026-06-30

Filed2026-07-22

ROP

ROPER TECHNOLOGIES INC

-17.58%

Shares8.2K

Event2026-06-30

Filed2026-07-22

ITA

ISHARES TR

1.61%

Shares9.8K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

-0.41%

Shares2.2K

Event2026-06-30

Filed2026-07-22

WRLD

WORLD ACCEP CORPORATION

1.34%

Shares9.8K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-22

HPQ

HP INC

-2.78%

Shares99.0K

Event2026-06-30

Filed2026-07-22

IWY

ISHARES TR

-37.60%

Shares7.4K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

-12.84%

Shares17.1K

Event2026-06-30

Filed2026-07-22

GSIE

GOLDMAN SACHS ETF TR

2.21%

Shares45.1K

Event2026-06-30

Filed2026-07-22

DEERE & CO

-5.90%

Shares3.2K

Event2026-06-30

Filed2026-07-22

APTIV PLC

24.66%

Shares31.7K

Event2026-06-30

Filed2026-07-22

KDP

KEURIG DR PEPPER INC

73.49%

Shares57.8K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

-1.57%

Shares5.2K

Event2026-06-30

Filed2026-07-22

APH

AMPHENOL CORP

-1.48%

Shares10.6K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

-11.92%

Shares17.4K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

0.25%

Shares13.8K

Event2026-06-30

Filed2026-07-22

CINF

CINCINNATI FINL CORP

1.33%

Shares9.9K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

-0.84%

Shares13.4K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

1.15%

Shares1.7K

Event2026-06-30

Filed2026-07-22

TIP

ISHARES TR

-0.52%

Shares14.0K

Event2026-06-30

Filed2026-07-22

AOM

ISHARES TR

-2.45%

Shares29.8K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-9.38%

Shares17.3K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

-0.75%

Shares5.3K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

474.30%

Shares15.1K

Event2026-06-30

Filed2026-07-22

CONSTELLATION BRANDS INC

-24.78%

Shares9.3K

Event2026-06-30

Filed2026-07-22

ADOBE INC

-0.98%

Shares6.3K

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABORATORIES

-1.56%

Shares13.7K

Event2026-06-30

Filed2026-07-22

CVS

CVS HEALTH CORP

0.66%

Shares11.8K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

-1.82%

Shares7.5K

Event2026-06-30

Filed2026-07-22

TFC

TRUIST FINL CORP

-1.67%

Shares23.7K

Event2026-06-30

Filed2026-07-22

TLT

ISHARES TR

-4.18%

Shares13.3K

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-22

XSD

SPDR SERIES TRUST

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

ETN

EATON CORP PLC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

-2.23%

Shares876

Event2026-06-30

Filed2026-07-22

SOUTHERN CO

-0.34%

Shares10.6K

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

-0.46%

Shares5.4K

Event2026-06-30

Filed2026-07-22

NSC

NORFOLK SOUTHN CORP

-3.63%

Shares3.0K

Event2026-06-30

Filed2026-07-22

MDLZ

MONDELEZ INTL INC

0.77%

Shares16.3K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

-4.62%

Shares2.2K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-7.58%

Shares1.2K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

-0.72%

Shares4.8K

Event2026-06-30

Filed2026-07-22

IUSB

ISHARES TR

-20.85%

Shares19.4K

Event2026-06-30

Filed2026-07-22

IJS

ISHARES TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-22

XLI

SELECT SECTOR SPDR TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-22

PNFP

PINNACLE FINL PARTNERS INC

-1.72%

Shares8.6K

Event2026-06-30

Filed2026-07-22

SEIC

SEI INVTS CO

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-22

IXN

ISHARES TR

-0.36%

Shares5.8K

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP INC

-1.76%

Shares10.7K

Event2026-06-30

Filed2026-07-22

IYC

ISHARES TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-22

AFL

AFLAC INC

-0.38%

Shares6.5K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

-0.02%

Shares26.1K

Event2026-06-30

Filed2026-07-22

MPC

MARATHON PETE CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-22

SELECT SECTOR SPDR TR

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

-41.23%

Shares3.2K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

-2.41%

Shares4.3K

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

-1.41%

Shares1.8K

Event2026-06-30

Filed2026-07-22

IDMO

INVESCO EXCH TRADED FD TR II

10.62%

Shares10.0K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

-3.63%

Shares2.7K

Event2026-06-30

Filed2026-07-22

EMR

EMERSON ELEC CO

-0.86%

Shares4.1K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

-0.31%

Shares12.3K

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

-0.94%

Shares5.6K

Event2026-06-30

Filed2026-07-22

NVS

NOVARTIS AG

-2.30%

Shares3.7K

Event2026-06-30

Filed2026-07-22

JFLX

J P MORGAN EXCHANGE TRADED F

-3.84%

Shares11.0K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

COLGATE PALMOLIVE CO

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-22

MCO

MOODYS CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

AEP

AMERICAN ELEC PWR CO INC

-0.35%

Shares3.7K

Event2026-06-30

Filed2026-07-22

VPU

VANGUARD WORLD FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

DUK

DUKE ENERGY CORP NEW

-13.87%

Shares4.0K

Event2026-06-30

Filed2026-07-22

SLV

ISHARES SILVER TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

300.00%

Shares3.9K

Event2026-06-30

Filed2026-07-22

GPN

GLOBAL PMTS INC

-8.97%

Shares6.6K

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO & CO

-0.07%

Shares5.8K

Event2026-06-30

Filed2026-07-22

PNC

PNC FINL SVCS GROUP INC

-0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

-7.43%

Shares14.8K

Event2026-06-30

Filed2026-07-22

FTV

FORTIVE CORP

0.55%

Shares7.6K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-2.92%

Shares1.1K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-22

CCEP

COCA-COLA EUROPACIFIC PARTNE

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-22

VLTO

VERALTO CORP

0.58%

Shares4.9K

Event2026-06-30

Filed2026-07-22

THRO

BLACKROCK ETF TRUST

-60.90%

Shares9.9K

Event2026-06-30

Filed2026-07-22

PFF

ISHARES TR

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-22

TJX

TJX COS INC NEW

-2.69%

Shares2.8K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares575

Event2026-06-30

Filed2026-07-22

FAST

FASTENAL CO

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-22

GILD

GILEAD SCIENCES INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-22

TLTD

FLEXSHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-22

IGEB

ISHARES TR

-56.44%

Shares8.4K

Event2026-06-30

Filed2026-07-22

JOHNSON CONTROLS INTERNATION

-5.56%

Shares2.5K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

0.00%

Shares953

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-22

LKQ

LKQ CORP

-58.51%

Shares12.1K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

-3.34%

Shares1.1K

Event2026-06-30

Filed2026-07-22

GSY

INVESCO ACTIVELY MANAGED EXC

-24.78%

Shares6.2K

Event2026-06-30

Filed2026-07-22

BMY

BRISTOL-MYERS SQUIBB CO

-2.52%

Shares5.3K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-6.71%

Shares2.0K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-22

ELV

ELEVANCE HEALTH INC FORMERLY

-1.66%

Shares769

Event2026-06-30

Filed2026-07-22

USFR

WISDOMTREE TR

-6.67%

Shares5.6K

Event2026-06-30

Filed2026-07-22

NFG

NATIONAL FUEL GAS CO

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-22

HBAN

HUNTINGTON BANCSHARES INC

-11.65%

Shares15.2K

Event2026-06-30

Filed2026-07-22

EBAY

EBAY INC.

-2.04%

Shares2.4K

Event2026-06-30

Filed2026-07-22

KMB

KIMBERLY-CLARK CORP

-1.62%

Shares2.4K

Event2026-06-30

Filed2026-07-22

FISERV INC

-69.19%

Shares5.4K

Event2026-06-30

Filed2026-07-22

PARKER-HANNIFIN CORP

-9.03%

Shares262

Event2026-06-30

Filed2026-07-22

HEFA

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-22

SCHM

SCHWAB STRATEGIC TR

-6.97%

Shares6.7K

Event2026-06-30

Filed2026-07-22

HDV

ISHARES TR

314.03%

Shares8.9K

Event2026-06-30

Filed2026-07-22

VXF

VANGUARD INDEX FDS

New

Shares990

Event2026-06-30

Filed2026-07-22

CAH

CARDINAL HEALTH INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-22

IGHG

PROSHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

YUM

YUM BRANDS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

NEAR

ISHARES U S ETF TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

0.00%

Shares620

Event2026-06-30

Filed2026-07-22

VRP

INVESCO EXCH TRADED FD TR II

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-22

XLP

SELECT SECTOR SPDR TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-22

PFE

PFIZER INC

-1.69%

Shares9.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-22

CWB

SPDR SERIES TRUST

New

Shares2.0K

Event2026-06-30

Filed2026-07-22

ACCENTURE PLC IRELAND

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

FLOT

ISHARES TR

-11.11%

Shares4.0K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

-70.93%

Shares2.6K

Event2026-06-30

Filed2026-07-22

GPK

GRAPHIC PACKAGING HLDG CO

-14.29%

Shares16.2K

Event2026-06-30

Filed2026-07-22

FSCO

FS CREDIT OPPORTUNITIES CORP

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available