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The Analysis of Perigon Wealth Management, LLC's Holdings & P&L

Currently, Perigon Wealth Management, LLC holds 1411 types of securities in its portfolio with a total value $6.3B. In the most recent quarter, they have increased their positions in VOO (+65.4K shares, valued at $44.9M), VUG (+510.2K shares, valued at $43.9M), VGT (+195.0K shares, valued at $23.3M); decreased their positions in BIL (-186.2K shares, valued at $17.1M), QUAL (-74.2K shares, valued at $16.3M), EFV (-181.1K shares, valued at $13.9M); initiated new positions in SETM (+460.3K shares, valued at $14.3M), HUT (+45.2K shares, valued at $5.2M), RIOT (+124.9K shares, valued at $3.4M).

1M P&L

-10.9M-0.20%

3M P&L

+83.7M+1.59%

HY P&L

-283.5M-5.03%

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/A3.2B

58.0%

2Semiconductors447.8M

8.2%

3Consumer Electronics329.4M

6.0%

Top Industries by Stock Count

1N/A591 stocks

45.5%

2Banks - Regional32 stocks

2.5%

3Semiconductors21 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.7M shares0.10%2026-06-302026-08-07

AAPL APPLE INC1.1M shares0.28%2026-06-302026-08-07

VOO VANGUARD INDEX FDS299.7K shares27.90%2026-06-302026-08-07

QQQ INVESCO QQQ TR174.5K shares-2.22%2026-06-302026-08-07

ISHARES TR ISHARES TR168.7K shares-0.76%2026-06-302026-08-07

AMZN AMAZON COM INC448.8K shares1.00%2026-06-302026-08-07

GOOG ALPHABET INC281.5K shares2.16%2026-06-302026-08-07

VGIT VANGUARD SCOTTSDALE FDS1.6M shares-4.08%2026-06-302026-08-07

Sponsored

GOOGL ALPHABET INC224.9K shares1.84%2026-06-302026-08-07

QLTY GMO ETF TRUST1.8M shares1.91%2026-06-302026-08-07

MSFT MICROSOFT CORP188.2K shares0.13%2026-06-302026-08-07

DFAC DIMENSIONAL ETF TRUST1.6M shares2.29%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T90.7K shares0.33%2026-06-302026-08-07

BBUS J P MORGAN EXCHANGE TRADED F475.7K shares5.75%2026-06-302026-08-07

BROADCOM INC BROADCOM INC157.5K shares4.50%2026-06-302026-08-07

GLD SPDR GOLD TR145.8K shares20.43%2026-06-302026-08-07

Sponsored

VUG VANGUARD INDEX FDS614.2K shares490.51%2026-06-302026-08-07

SGOV ISHARES TR466.0K shares14.85%2026-06-302026-08-07

BIL SPDR SERIES TRUST509.9K shares-26.75%2026-06-302026-08-07

GRID FIRST TR EXCHANGE-TRADED FD238.5K shares4.23%2026-06-302026-08-07

TSLA TESLA INC107.2K shares1.22%2026-06-302026-08-07

LLY ELI LILLY & CO37.3K shares-1.24%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO132.2K shares-0.23%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC75.3K shares1.38%2026-06-302026-08-07

Sponsored

SCHF SCHWAB STRATEGIC TR1.5M shares7.62%2026-06-302026-08-07

VISA INC VISA INC122.7K shares-0.28%2026-06-302026-08-07

IUSB ISHARES TR912.0K shares34.27%2026-06-302026-08-07

DFAI DIMENSIONAL ETF TRUST1.0M shares0.28%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS108.7K shares-1.31%2026-06-302026-08-07

IVE ISHARES TR173.2K shares-13.55%2026-06-302026-08-07

OXY OCCIDENTAL PETE CORP805.6K shares0.20%2026-06-302026-08-07

DYNF BLACKROCK ETF TRUST574.7K shares-0.54%2026-06-302026-08-07

Sponsored

SCHX SCHWAB STRATEGIC TR1.3M shares9.33%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC32.0K shares0.51%2026-06-302026-08-07

HD HOME DEPOT INC102.9K shares-0.47%2026-06-302026-08-07

ISHARES TR ISHARES TR364.0K shares7.93%2026-06-302026-08-07

DFAE DIMENSIONAL ETF TRUST837.7K shares2.52%2026-06-302026-08-07

PHO INVESCO EXCHANGE TRADED FD T477.5K shares11.76%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL61.8K shares-1.01%2026-06-302026-08-07

ISHARES TR ISHARES TR316.8K shares32.89%2026-06-302026-08-07

Sponsored

SCHG SCHWAB STRATEGIC TR865.3K shares1.79%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS403.5K shares15.32%2026-06-302026-08-07

IYW ISHARES TR113.7K shares-3.51%2026-06-302026-08-07

IJR ISHARES TR193.3K shares2.40%2026-06-302026-08-07

ABBVIE INC ABBVIE INC111.5K shares1.29%2026-06-302026-08-07

IEMG ISHARES INC334.0K shares17.65%2026-06-302026-08-07

BBIN J P MORGAN EXCHANGE TRADED F343.6K shares0.95%2026-06-302026-08-07

VGT VANGUARD WORLD FD224.4K shares661.49%2026-06-302026-08-07

Sponsored

AMD ADVANCED MICRO DEVICES INC45.7K shares-16.23%2026-06-302026-08-07

SPMO INVESCO EXCH TRADED FD TR II164.1K shares-12.50%2026-06-302026-08-07

IAU ISHARES GOLD TR344.7K shares0.66%2026-06-302026-08-07

FBND FIDELITY MERRIMACK STR TR563.3K shares8.01%2026-06-302026-08-07

CORO BLACKROCK ETF TRUST665.4K shares8.46%2026-06-302026-08-07

IWB ISHARES TR57.2K shares-3.38%2026-06-302026-08-07

EEM ISHARES TR340.4K shares91.37%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON90.6K shares4.00%2026-06-302026-08-07

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED44.1K shares-0.01%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO66.8K shares0.73%2026-06-302026-08-07

MUB ISHARES TR209.2K shares2.37%2026-06-302026-08-07

SCHV SCHWAB STRATEGIC TR644.9K shares2.54%2026-06-302026-08-07

VTIP VANGUARD MALVERN FDS429.6K shares10.95%2026-06-302026-08-07

DFAU DIMENSIONAL ETF TRUST413.7K shares1.04%2026-06-302026-08-07

MCO MOODYS CORP46.3K shares0.15%2026-06-302026-08-07

DFSV DIMENSIONAL ETF TRUST539.4K shares10.54%2026-06-302026-08-07

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION22.3K shares2.39%2026-06-302026-08-07

JPIE J P MORGAN EXCHANGE TRADED F447.2K shares72.56%2026-06-302026-08-07

AVDV AMERICAN CENTY ETF TR188.9K shares3.90%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP142.0K shares1.78%2026-06-302026-08-07

LRCX LAM RESEARCH CORP43.2K shares0.80%2026-06-302026-08-07

AVLV AMERICAN CENTY ETF TR203.3K shares6.81%2026-06-302026-08-07

IJH ISHARES TR231.5K shares-4.13%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC24.4K shares4.11%2026-06-302026-08-07

Sponsored

MCD MCDONALDS CORP63.6K shares5.23%2026-06-302026-08-07

QQA INVESCO ACTIVELY MANAGED EXC294.7K shares19.75%2026-06-302026-08-07

VTV VANGUARD INDEX FDS75.8K shares2.48%2026-06-302026-08-07

WMT WALMART INC143.9K shares-0.19%2026-06-302026-08-07

SCHR SCHWAB STRATEGIC TR641.6K shares8.21%2026-06-302026-08-07

IWR ISHARES TR142.9K shares7.31%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC132.3K shares-0.25%2026-06-302026-08-07

EFA ISHARES TR149.2K shares2.05%2026-06-302026-08-07

Sponsored

BNDX VANGUARD CHARLOTTE FDS318.6K shares2.62%2026-06-302026-08-07

KLAC KLA CORP51.1K shares948.10%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR95.7K shares-2.56%2026-06-302026-08-07

VMBS VANGUARD SCOTTSDALE FDS323.0K shares6.50%2026-06-302026-08-07

IVW ISHARES TR109.7K shares-1.18%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS62.4K shares2.57%2026-06-302026-08-07

EQIX EQUINIX INC13.9K shares20.77%2026-06-302026-08-07

SETM SPROTT FDS TR460.3K sharesnew addition2026-06-302026-08-07

Sponsored

GOVT ISHARES TR624.1K shares0.69%2026-06-302026-08-07

SPTL SPDR SERIES TRUST537.4K shares8.63%2026-06-302026-08-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC42.1K shares-0.06%2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP149.6K shares32.68%2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC26.7K shares-0.39%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION70.4K shares1.59%2026-06-302026-08-07

VONV VANGUARD SCOTTSDALE FDS125.1K shares-1.41%2026-06-302026-08-07

PPA INVESCO EXCHANGE TRADED FD T75.0K shares-0.60%2026-06-302026-08-07

Sponsored

QUAL ISHARES TR60.1K shares-55.24%2026-06-302026-08-07

TSPA T ROWE PRICE EXCHANGE-TRADED269.9K shares2.72%2026-06-302026-08-07

SPEM SPDR INDEX SHS FDS246.9K shares-19.66%2026-06-302026-08-07

RSP INVESCO EXCHANGE TRADED FD T59.5K shares13.48%2026-06-302026-08-07

VB VANGUARD INDEX FDS41.7K shares0.21%2026-06-302026-08-07

SUSB ISHARES TR504.6K shares15.95%2026-06-302026-08-07

CVX CHEVRON CORPORATION75.4K shares4.61%2026-06-302026-08-07

VTEB VANGUARD MUN BD FDS245.3K shares11.22%2026-06-302026-08-07

Sponsored

C CITIGROUP INC88.6K shares1.99%2026-06-302026-08-07

THRO BLACKROCK ETF TRUST287.2K shares-28.32%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.171.8K shares-1.71%2026-06-302026-08-07

DE DEERE & CO19.2K shares-1.94%2026-06-302026-08-07

IWM ISHARES TR40.3K shares2.23%2026-06-302026-08-07

BAC BANK OF AMER CORP206.9K shares0.23%2026-06-302026-08-07

BND VANGUARD BD INDEX FDS160.1K shares5.19%2026-06-302026-08-07

EFV ISHARES TR151.2K shares-54.49%2026-06-302026-08-07

Sponsored

WFC WELLS FARGO & CO138.7K shares-3.50%2026-06-302026-08-07

MBB ISHARES TR120.5K shares2.09%2026-06-302026-08-07

JQUA J P MORGAN EXCHANGE TRADED F155.5K shares-0.52%2026-06-302026-08-07

CAT CATERPILLAR INC10.5K shares2.04%2026-06-302026-08-07

KO COCA COLA CO137.8K shares8.14%2026-06-302026-08-07

IWF ISHARES TR90.0K shares303.29%2026-06-302026-08-07

VRT VERTIV HOLDINGS CO32.9K shares-3.85%2026-06-302026-08-07

PG PROCTER & GAMBLE CO74.0K shares1.77%2026-06-302026-08-07

Sponsored

XLK SELECT SECTOR SPDR TR56.9K shares13.31%2026-06-302026-08-07

AVES AMERICAN CENTY ETF TR165.2K shares4.70%2026-06-302026-08-07

PRF INVESCO EXCHANGE TRADED FD T199.3K shares1.28%2026-06-302026-08-07

JIRE J P MORGAN EXCHANGE TRADED F130.1K shares7.48%2026-06-302026-08-07

SHLD GLOBAL X FDS178.4K shares-16.57%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC119.7K shares1.74%2026-06-302026-08-07

MRK MERCK & CO INC81.3K shares1.40%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC10.2K shares7.38%2026-06-302026-08-07

Sponsored

AVDE AMERICAN CENTY ETF TR114.4K shares0.51%2026-06-302026-08-07

GLW CORNING INC38.7K shares0.21%2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F195.1K shares2.12%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F117.0K shares0.04%2026-06-302026-08-07

AVUS AMERICAN CENTY ETF TR76.4K shares-0.88%2026-06-302026-08-07

SCHC SCHWAB STRATEGIC TR203.1K shares3.89%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC83.7K shares-11.98%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP19.1K shares-2.87%2026-06-302026-08-07

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AVUV AMERICAN CENTY ETF TR77.4K shares4.67%2026-06-302026-08-07

JCPB J P MORGAN EXCHANGE TRADED F203.9K shares-4.85%2026-06-302026-08-07

GEV GE VERNOVA INC8.1K shares-3.56%2026-06-302026-08-07

CME CME GROUP INC42.6K shares-1.42%2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC12.3K shares-1.95%2026-06-302026-08-07

MS MORGAN STANLEY44.7K shares2.57%2026-06-302026-08-07

GSEW GOLDMAN SACHS ETF TR98.2K shares9.17%2026-06-302026-08-07

EMXC ISHARES INC88.6K shares-12.05%2026-06-302026-08-07

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VWO VANGUARD INTL EQUITY INDEX F151.6K shares7.63%2026-06-302026-08-07

IUSG ISHARES TR48.1K shares-1.14%2026-06-302026-08-07

IWD ISHARES TR36.0K shares72.06%2026-06-302026-08-07

JFLX J P MORGAN EXCHANGE TRADED F172.6K shares13.31%2026-06-302026-08-07

VT VANGUARD INTL EQUITY INDEX F55.3K shares13.13%2026-06-302026-08-07

HYMB SPDR SERIES TRUST330.5K shares-8.78%2026-06-302026-08-07

DFLV DIMENSIONAL ETF TRUST210.5K shares926.08%2026-06-302026-08-07

DFIV DIMENSIONAL ETF TRUST152.5K shares9.51%2026-06-302026-08-07

Sponsored

SPAB SPDR SERIES TRUST320.9K shares5.99%2026-06-302026-08-07

ESS ESSEX PPTY TR INC27.9K shares0.56%2026-06-302026-08-07

APPLOVIN CORP APPLOVIN CORP15.6K shares3.71%2026-06-302026-08-07

INTC INTEL CORP57.4K shares-15.33%2026-06-302026-08-07

BINC BLACKROCK ETF TRUST II153.0K shares-17.76%2026-06-302026-08-07

DSI ISHARES TR56.1K shares2.08%2026-06-302026-08-07

IDEV ISHARES TR89.4K shares-1.33%2026-06-302026-08-07

SMH VANECK ETF TRUST12.0K shares11.39%2026-06-302026-08-07

Sponsored

PULS PGIM ETF TR156.3K shares4.98%2026-06-302026-08-07

DIS DISNEY WALT CO79.6K shares-1.64%2026-06-302026-08-07

QCOM QUALCOMM INC41.0K shares1.69%2026-06-302026-08-07

VONG VANGUARD SCOTTSDALE FDS58.6K shares-1.26%2026-06-302026-08-07

JEMA J P MORGAN EXCHANGE TRADED F116.8K shares16.24%2026-06-302026-08-07

GBIL GOLDMAN SACHS ETF TR74.4K shares2.29%2026-06-302026-08-07

JMUB J P MORGAN EXCHANGE TRADED F146.2K shares-5.00%2026-06-302026-08-07

JGRO J P MORGAN EXCHANGE TRADED F75.0K shares9.46%2026-06-302026-08-07

Sponsored

VZ VERIZON COMMUNICATIONS INC173.3K shares-0.30%2026-06-302026-08-07

TLT ISHARES TR84.0K shares-19.13%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS25.7K shares1.78%2026-06-302026-08-07

AKRE PROFESIONALLY MANAGED PORTFO134.1K shares-9.22%2026-06-302026-08-07

ANET ARISTA NETWORKS INC41.7K shares-6.43%2026-06-302026-08-07

BX BLACKSTONE INC60.1K shares0.98%2026-06-302026-08-07

STIP ISHARES TR67.6K shares-0.94%2026-06-302026-08-07

VO VANGUARD INDEX FDS85.2K shares297.86%2026-06-302026-08-07

Sponsored

PANW PALO ALTO NETWORKS INC20.1K shares0.84%2026-06-302026-08-07

EFG ISHARES TR54.8K shares71.37%2026-06-302026-08-07

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II288.9K shares14.73%2026-06-302026-08-07

IWY ISHARES TR23.3K shares-1.95%2026-06-302026-08-07

VOT VANGUARD INDEX FDS22.1K shares5.33%2026-06-302026-08-07

TFLO ISHARES TR132.4K shares-8.53%2026-06-302026-08-07

VOE VANGUARD INDEX FDS33.7K shares5.13%2026-06-302026-08-07

GE GE AEROSPACE17.6K shares-0.93%2026-06-302026-08-07

Sponsored

CLOUDFLARE INC CLOUDFLARE INC26.8K shares0.42%2026-06-302026-08-07

VCSH VANGUARD SCOTTSDALE FDS82.9K shares-1.89%2026-06-302026-08-07

JAVA J P MORGAN EXCHANGE TRADED F82.3K shares3.30%2026-06-302026-08-07

PRFZ INVESCO EXCHANGE TRADED FD T117.1K shares-3.50%2026-06-302026-08-07

JSCP J P MORGAN EXCHANGE TRADED F138.3K shares11.13%2026-06-302026-08-07

BLCR BLACKROCK ETF TRUST128.4K shares0.74%2026-06-302026-08-07

AMGN AMGEN INC17.7K shares12.47%2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR201.7K shares11.82%2026-06-302026-08-07

Sponsored

ESGU ISHARES TR38.9K shares-0.36%2026-06-302026-08-07

SCHE SCHWAB STRATEGIC TR174.9K shares4.77%2026-06-302026-08-07

LQD ISHARES TR58.0K shares-23.30%2026-06-302026-08-07

MO ALTRIA GROUP INC87.3K shares2.29%2026-06-302026-08-07

VBK VANGUARD INDEX FDS17.2K shares1.45%2026-06-302026-08-07

VCIT VANGUARD SCOTTSDALE FDS75.6K shares7.03%2026-06-302026-08-07

3M CO 3M CO38.4K shares-0.54%2026-06-302026-08-07

PEP PEPSICO INC44.7K shares-4.22%2026-06-302026-08-07

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TSM TAIWAN SEMICONDUCTOR MANUFAC12.4K shares7.83%2026-06-302026-08-07

SPDR SERIES TRUST SPDR SERIES TRUST67.1K shares-0.76%2026-06-302026-08-07

ORACLE CORP ORACLE CORP40.1K shares6.37%2026-06-302026-08-07

AVEM AMERICAN CENTY ETF TR60.8K shares-0.58%2026-06-302026-08-07

XAR SPDR SERIES TRUST20.4K shares28.31%2026-06-302026-08-07

SHY ISHARES TR70.6K shares-13.23%2026-06-302026-08-07

SCMB SCHWAB STRATEGIC TR223.4K shares5.46%2026-06-302026-08-07

VBR VANGUARD INDEX FDS23.6K shares3.73%2026-06-302026-08-07

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RDVY FIRST TR EXCHANGE TRADED FD70.8K shares-1.66%2026-06-302026-08-07

CRM SALESFORCE INC36.6K shares-3.27%2026-06-302026-08-07

JEPI J P MORGAN EXCHANGE TRADED F100.1K shares14.90%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL25.1K shares-1.15%2026-06-302026-08-07

SMLF ISHARES TR62.8K shares21.75%2026-06-302026-08-07

IUSV ISHARES TR50.0K shares-0.69%2026-06-302026-08-07

USMV ISHARES TR57.1K shares-4.75%2026-06-302026-08-07

SUSC ISHARES TR236.3K shares-6.52%2026-06-302026-08-07

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SERVICENOW INC SERVICENOW INC54.6K shares1.69%2026-06-302026-08-07

SUB ISHARES TR50.8K shares8.16%2026-06-302026-08-07

MDY STATE STR SPDR S&P MIDCAP 407.6K shares-2.53%2026-06-302026-08-07

TAFI AB ACTIVE ETFS INC209.5K shares171.31%2026-06-302026-08-07

VBIL VANGUARD INSTL INDEX FD69.8K shares-16.61%2026-06-302026-08-07

SECU BLACKROCK ETF TRUST II105.1K shares4.04%2026-06-302026-08-07

HUT HUT 8 CORP45.2K sharesnew addition2026-06-302026-08-07

ETN EATON CORP PLC12.1K shares-2.37%2026-06-302026-08-07

Sponsored

SCHZ SCHWAB STRATEGIC TR222.6K shares20.69%2026-06-302026-08-07

BSV VANGUARD BD INDEX FDS65.9K shares5.41%2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY INC17.2K shares4.68%2026-06-302026-08-07

DFSI DIMENSIONAL ETF TRUST111.6K shares0.14%2026-06-302026-08-07

IOO ISHARES TR36.7K shares-0.86%2026-06-302026-08-07

GILD GILEAD SCIENCES INC39.4K shares2.23%2026-06-302026-08-07

HELO J P MORGAN EXCHANGE TRADED F73.5K shares9.01%2026-06-302026-08-07

SCHM SCHWAB STRATEGIC TR133.8K shares-0.01%2026-06-302026-08-07

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CMI CUMMINS INC6.8K shares2.61%2026-06-302026-08-07

IEF ISHARES TR51.4K shares-15.41%2026-06-302026-08-07

VGSH VANGUARD SCOTTSDALE FDS82.7K shares-1.85%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP13.5K shares1.85%2026-06-302026-08-07

VXUS VANGUARD STAR FDS55.8K shares-0.64%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR88.6K shares-2.09%2026-06-302026-08-07

SPIB SPDR SERIES TRUST141.6K shares2.93%2026-06-302026-08-07

SCHA SCHWAB STRATEGIC TR130.2K shares0.17%2026-06-302026-08-07

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VSS VANGUARD INTL EQUITY INDEX F30.3K shares1.98%2026-06-302026-08-07

GWW WW GRAINGER INC3.4K shares1.22%2026-06-302026-08-07

RMD RESMED INC23.6K shares-3.37%2026-06-302026-08-07

SCHH SCHWAB STRATEGIC TR193.3K shares14.51%2026-06-302026-08-07

LCTU BLACKROCK ETF TRUST56.8K shares6.10%2026-06-302026-08-07

JLL JONES LANG LASALLE INC14.6K shares51.80%2026-06-302026-08-07

REGN REGENERON PHARMACEUTICALS7.2K shares-6.72%2026-06-302026-08-07

IDMO INVESCO EXCH TRADED FD TR II73.9K shares14.42%2026-06-302026-08-07

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PAVE GLOBAL X FDS75.0K shares59.75%2026-06-302026-08-07

VRTX VERTEX PHARMACEUTICALS INC8.8K shares36.88%2026-06-302026-08-07

EUSB ISHARES TR100.0K shares16.97%2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED12.7K shares0.27%2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS27.4K shares10.90%2026-06-302026-08-07

BIV VANGUARD BD INDEX FDS56.3K shares4.35%2026-06-302026-08-07

MNST MONSTER BEVERAGE CORP NEW44.3K shares1.67%2026-06-302026-08-07

ICE INTERCONTINENTAL EXCHANGE IN34.6K shares-3.90%2026-06-302026-08-07

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IGM ISHARES TR25.9K shares0.11%2026-06-302026-08-07

DGRW WISDOMTREE TR43.8K shares-1.92%2026-06-302026-08-07

JMST J P MORGAN EXCHANGE TRADED F82.0K shares29.74%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC10.0K shares7.82%2026-06-302026-08-07

ISRG INTUITIVE SURGICAL INC10.4K shares-0.99%2026-06-302026-08-07

DFSU DIMENSIONAL ETF TRUST88.6K shares2.14%2026-06-302026-08-07

NUBD NUSHARES ETF TR185.0K shares-9.37%2026-06-302026-08-07

SPGP INVESCO EXCHANGE TRADED FD T32.8K shares-8.68%2026-06-302026-08-07

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ASML ASML HLDG NV2.0K shares-1.42%2026-06-302026-08-07

WTAI WISDOMTREE TR83.9K shares0.55%2026-06-302026-08-07

MQ MARQETA INC973.2K shares0.03%2026-06-302026-08-07

ABT ABBOTT LABORATORIES43.2K shares-29.17%2026-06-302026-08-07

AMERIPRISE FINL INC AMERIPRISE FINL INC8.5K shares9.36%2026-06-302026-08-07

FREEPORT MCMORAN INC FREEPORT MCMORAN INC62.1K shares3.99%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO67.8K shares-5.88%2026-06-302026-08-07

MLM MARTIN MARIETTA MATLS INC6.7K shares-5.25%2026-06-302026-08-07

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SH PROSHARES TR113.8K shares7.01%2026-06-302026-08-07

UPS UNITED PARCEL SVCS INC34.7K shares-2.84%2026-06-302026-08-07

NSC NORFOLK SOUTHN CORP11.8K shares-0.03%2026-06-302026-08-07

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LIN LINDE PLC7.1K shares7.31%2026-06-302026-08-07

VGLT VANGUARD SCOTTSDALE FDS67.0K shares13.07%2026-06-302026-08-07

SCHP SCHWAB STRATEGIC TR139.6K shares13.02%2026-06-302026-08-07

PFE PFIZER INC152.8K shares2.29%2026-06-302026-08-07

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UBER UBER TECHNOLOGIES INC50.6K shares-14.24%2026-06-302026-08-07

COWZ PACER FDS TR58.1K shares-10.72%2026-06-302026-08-07

AME AMETEK INC14.9K shares0.21%2026-06-302026-08-07

NEM NEWMONT CORP38.2K shares2.10%2026-06-302026-08-07

EPD ENTERPRISE PRODS PARTNERS L96.7K shares1.61%2026-06-302026-08-07

CVS CVS HEALTH CORP34.2K shares3.61%2026-06-302026-08-07

ESGE ISHARES INC64.5K shares2.15%2026-06-302026-08-07

SDY SPDR SERIES TRUST23.2K shares-0.70%2026-06-302026-08-07

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MOD MODINE MFG CO13.2K shares0.31%2026-06-302026-08-07

WDC WESTERN DIGITAL CORP5.4K shares-12.51%2026-06-302026-08-07

XLE SELECT SECTOR SPDR TR65.1K shares-52.00%2026-06-302026-08-07

RWK INVESCO EXCH TRADED FD TR II23.4K shares-5.28%2026-06-302026-08-07

APH AMPHENOL CORP19.4K shares-0.69%2026-06-302026-08-07

RIOT RIOT PLATFORMS INC124.9K sharesnew addition2026-06-302026-08-07

HONEYWELL INTL INC HONEYWELL INTL INC15.3K sharesnew addition2026-06-302026-08-07

OEF ISHARES TR9.3K shares-21.37%2026-06-302026-08-07

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TXN TEXAS INSTRS INC11.4K shares12.69%2026-06-302026-08-07

SPYV SPDR SERIES TRUST55.9K shares3.02%2026-06-302026-08-07

AECOM AECOM48.6K shares-3.42%2026-06-302026-08-07

DFAX DIMENSIONAL ETF TRUST90.5K shares79.39%2026-06-302026-08-07

QUANTA SVCS INC QUANTA SVCS INC4.6K shares159.40%2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO34.3K shares4.68%2026-06-302026-08-07

EMR EMERSON ELEC CO22.8K shares4.15%2026-06-302026-08-07

JAAA JANUS DETROIT STR TR64.3K shares0.02%2026-06-302026-08-07

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NVS NOVARTIS AG20.6K shares-0.49%2026-06-302026-08-07

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JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION22.0K shares14.21%2026-06-302026-08-07

FNDX SCHWAB STRATEGIC TR103.0K shares-2.36%2026-06-302026-08-07

ALPS ETF TR ALPS ETF TR61.7K shares1.92%2026-06-302026-08-07

CGDV CAPITAL GROUP DIVIDEND VALUE64.8K shares4.58%2026-06-302026-08-07

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SYSB ISHARES TR35.7K shares4.34%2026-06-302026-08-07

FITB FIFTH THIRD BANCORP55.9K shares4.05%2026-06-302026-08-07

GCAL GOLDMAN SACHS ETF TR60.7K shares16.99%2026-06-302026-08-07

BOXX EA SERIES TRUST26.2K shares23.98%2026-06-302026-08-07

SPHR SPHERE ENTERTAINMENT CO17.6K shares4.12%2026-06-302026-08-07

SPHY SPDR SERIES TRUST129.3K shares-6.43%2026-06-302026-08-07

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NXTG FIRST TR EXCHANGE-TRADED FD19.5K shares0.00%2026-06-302026-08-07

VNQ VANGUARD INDEX FDS30.9K shares-2.97%2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC13.5K sharesnew addition2026-06-302026-08-07

XMMO INVESCO EXCHANGE TRADED FD T17.4K sharesnew addition2026-06-302026-08-07

IGF ISHARES TR44.0K shares4.10%2026-06-302026-08-07

EWY ISHARES INC14.5K shares-22.67%2026-06-302026-08-07

AOA ISHARES TR29.8K shares-2.20%2026-06-302026-08-07

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EAGG ISHARES TR61.3K shares16.44%2026-06-302026-08-07

SLV ISHARES SILVER TR53.8K shares-12.51%2026-06-302026-08-07

SBUX STARBUCKS CORP27.5K shares-2.43%2026-06-302026-08-07

SEIM SEI EXCHANGE TRADED FUNDS49.9K shares48.20%2026-06-302026-08-07

GPIX GOLDMAN SACHS ETF TR49.9K shares0.24%2026-06-302026-08-07

IBIT ISHARES BITCOIN TRUST ETF83.0K shares-36.08%2026-06-302026-08-07

TJX TJX COS INC NEW18.2K shares4.20%2026-06-302026-08-07

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USXF ISHARES TR38.3K shares7.45%2026-06-302026-08-07

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FNDF SCHWAB STRATEGIC TR50.4K shares-3.54%2026-06-302026-08-07

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CARR CARRIER GLOBAL CORPORATION36.1K shares1.71%2026-06-302026-08-07

DBMF LITMAN GREGORY FDS TR85.3K shares-4.81%2026-06-302026-08-07

BLK BLACKROCK INC2.7K shares2.27%2026-06-302026-08-07

IYJ ISHARES TR15.6K shares-7.16%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW20.5K shares10.06%2026-06-302026-08-07

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SCHB SCHWAB STRATEGIC TR87.4K shares-1.58%2026-06-302026-08-07

RSPA INVESCO ACTIVELY MANAGED EXC47.3K shares29.58%2026-06-302026-08-07

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PNC PNC FINL SVCS GROUP INC10.1K shares1.41%2026-06-302026-08-07

BUFR FIRST TR EXCHNG TRADED FD VI68.0K shares7.52%2026-06-302026-08-07

FNX FIRST TR EXCHANGE-TRADED ALP16.9K shares0.01%2026-06-302026-08-07

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VGSR MANAGER DIRECTED PORTFOLIOS216.4K shares-0.24%2026-06-302026-08-07

UNP UNION PAC CORP9.0K shares5.49%2026-06-302026-08-07

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DAR DARLING INGREDIENTS INC44.8K shares-9.61%2026-06-302026-08-07

ECL ECOLAB INC8.8K shares8.54%2026-06-302026-08-07

DVY ISHARES TR15.7K shares20.41%2026-06-302026-08-07

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SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR52.2K shares-73.36%2026-06-302026-08-07

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ICSH ISHARES TR44.8K shares15.87%2026-06-302026-08-07

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SLB SLB LIMITED44.1K shares10.03%2026-06-302026-08-07

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HEFA ISHARES TR42.0K shares86.10%2026-06-302026-08-07

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CVSB MORGAN STANLEY ETF TRUST35.1K sharesnew addition2026-06-302026-08-07

SPYG SPDR SERIES TRUST14.8K shares0.16%2026-06-302026-08-07

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SAP SAP SE9.5K shares-22.26%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP1.5K shares18.79%2026-06-302026-08-07

TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC22.0K shares4.82%2026-06-302026-08-07

BRX BRIXMOR PPTY GROUP INC46.1K shares9.69%2026-06-302026-08-07

HYG ISHARES TR18.1K shares-0.19%2026-06-302026-08-07

FIX COMFORT SYS USA INC731 shares-15.00%2026-06-302026-08-07

SEEM SEI EXCHANGE TRADED FUNDS36.1K shares-3.42%2026-06-302026-08-07

DMXF ISHARES TR17.0K shares12.55%2026-06-302026-08-07

Sponsored

SPSM SPDR SERIES TRUST24.7K shares-46.75%2026-06-302026-08-07

CSX CSX CORP29.9K shares7.79%2026-06-302026-08-07

CNA CNA FINL CORP29.2K shares121.35%2026-06-302026-08-07

TGT TARGET CORP10.7K shares3.24%2026-06-302026-08-07

GSUS GOLDMAN SACHS ETF TR13.6K shares-6.73%2026-06-302026-08-07

USB US BANCORP23.2K shares0.41%2026-06-302026-08-07

COIN COINBASE GLOBAL INC9.5K shares37.47%2026-06-302026-08-07

HASI HA SUSTAINABLE INFRA CAP INC35.5K shares20.99%2026-06-302026-08-07

Sponsored

EXC EXELON CORP29.6K shares10.11%2026-06-302026-08-07

NUAG NUSHARES ETF TR65.1K shares8.86%2026-06-302026-08-07

TER TERADYNE INC2.8K shares-13.31%2026-06-302026-08-07

DISV DIMENSIONAL ETF TRUST33.9K shares-10.11%2026-06-302026-08-07

PGR PROGRESSIVE CORP6.2K shares33.76%2026-06-302026-08-07

CORTEVA INC CORTEVA INC16.0K shares8.00%2026-06-302026-08-07

GRAL GRAIL INC19.8K shares-0.25%2026-06-302026-08-07

USAR USA RARE EARTH INC62.4K shares168.34%2026-06-302026-08-07

Sponsored

BKNG BOOKING HOLDINGS INC7.4K shares2339.80%2026-06-302026-08-07

MEDTRONIC PLC MEDTRONIC PLC16.9K shares4.99%2026-06-302026-08-07

CGW INVESCO EXCH TRADED FD TR II20.1K shares115.18%2026-06-302026-08-07

INTU INTUIT5.0K shares15.87%2026-06-302026-08-07

RKT ROCKET COS INC83.3K shares13.25%2026-06-302026-08-07

BOH BANK HAWAII CORP16.1K shares-0.15%2026-06-302026-08-07

BK BANK OF NY MELLON CORP9.0K shares4.24%2026-06-302026-08-07

HISF FIRST TR EXCHANGE-TRADED FD29.3K shares9.47%2026-06-302026-08-07

Sponsored

ESGD ISHARES TR12.6K shares4.24%2026-06-302026-08-07

VWOB VANGUARD WHITEHALL FDS19.1K shares-4.88%2026-06-302026-08-07

CIBR FIRST TR EXCHANGE-TRADED FD14.3K shares8.38%2026-06-302026-08-07

B BARRICK MNG CORP34.9K shares-14.85%2026-06-302026-08-07

NVDA

NVIDIA CORPORATION

0.10%

Shares1.7M

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

0.28%

Shares1.1M

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

27.90%

Shares299.7K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-2.22%

Shares174.5K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-0.76%

Shares168.7K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

1.00%

Shares448.8K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

2.16%

Shares281.5K

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD SCOTTSDALE FDS

-4.08%

Shares1.6M

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

1.84%

Shares224.9K

Event2026-06-30

Filed2026-08-07

QLTY

GMO ETF TRUST

1.91%

Shares1.8M

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

0.13%

Shares188.2K

Event2026-06-30

Filed2026-08-07

DFAC

DIMENSIONAL ETF TRUST

2.29%

Shares1.6M

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.33%

Shares90.7K

Event2026-06-30

Filed2026-08-07

BBUS

J P MORGAN EXCHANGE TRADED F

5.75%

Shares475.7K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

4.50%

Shares157.5K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

20.43%

Shares145.8K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

490.51%

Shares614.2K

Event2026-06-30

Filed2026-08-07

SGOV

ISHARES TR

14.85%

Shares466.0K

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

-26.75%

Shares509.9K

Event2026-06-30

Filed2026-08-07

GRID

FIRST TR EXCHANGE-TRADED FD

4.23%

Shares238.5K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

1.22%

Shares107.2K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

-1.24%

Shares37.3K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-0.23%

Shares132.2K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

1.38%

Shares75.3K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

7.62%

Shares1.5M

Event2026-06-30

Filed2026-08-07

VISA INC

-0.28%

Shares122.7K

Event2026-06-30

Filed2026-08-07

IUSB

ISHARES TR

34.27%

Shares912.0K

Event2026-06-30

Filed2026-08-07

DFAI

DIMENSIONAL ETF TRUST

0.28%

Shares1.0M

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-1.31%

Shares108.7K

Event2026-06-30

Filed2026-08-07

IVE

ISHARES TR

-13.55%

Shares173.2K

Event2026-06-30

Filed2026-08-07

OXY

OCCIDENTAL PETE CORP

0.20%

Shares805.6K

Event2026-06-30

Filed2026-08-07

DYNF

BLACKROCK ETF TRUST

-0.54%

Shares574.7K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB STRATEGIC TR

9.33%

Shares1.3M

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

0.51%

Shares32.0K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-0.47%

Shares102.9K

Event2026-06-30

Filed2026-08-07

ISHARES TR

7.93%

Shares364.0K

Event2026-06-30

Filed2026-08-07

DFAE

DIMENSIONAL ETF TRUST

2.52%

Shares837.7K

Event2026-06-30

Filed2026-08-07

PHO

INVESCO EXCHANGE TRADED FD T

11.76%

Shares477.5K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.01%

Shares61.8K

Event2026-06-30

Filed2026-08-07

ISHARES TR

32.89%

Shares316.8K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

1.79%

Shares865.3K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

15.32%

Shares403.5K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

-3.51%

Shares113.7K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

2.40%

Shares193.3K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

1.29%

Shares111.5K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

17.65%

Shares334.0K

Event2026-06-30

Filed2026-08-07

BBIN

J P MORGAN EXCHANGE TRADED F

0.95%

Shares343.6K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

661.49%

Shares224.4K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

-16.23%

Shares45.7K

Event2026-06-30

Filed2026-08-07

SPMO

INVESCO EXCH TRADED FD TR II

-12.50%

Shares164.1K

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

0.66%

Shares344.7K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY MERRIMACK STR TR

8.01%

Shares563.3K

Event2026-06-30

Filed2026-08-07

CORO

BLACKROCK ETF TRUST

8.46%

Shares665.4K

Event2026-06-30

Filed2026-08-07

IWB

ISHARES TR

-3.38%

Shares57.2K

Event2026-06-30

Filed2026-08-07

EEM

ISHARES TR

91.37%

Shares340.4K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

4.00%

Shares90.6K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-0.01%

Shares44.1K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

0.73%

Shares66.8K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

2.37%

Shares209.2K

Event2026-06-30

Filed2026-08-07

SCHV

SCHWAB STRATEGIC TR

2.54%

Shares644.9K

Event2026-06-30

Filed2026-08-07

VTIP

VANGUARD MALVERN FDS

10.95%

Shares429.6K

Event2026-06-30

Filed2026-08-07

DFAU

DIMENSIONAL ETF TRUST

1.04%

Shares413.7K

Event2026-06-30

Filed2026-08-07

MCO

MOODYS CORP

0.15%

Shares46.3K

Event2026-06-30

Filed2026-08-07

DFSV

DIMENSIONAL ETF TRUST

10.54%

Shares539.4K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

2.39%

Shares22.3K

Event2026-06-30

Filed2026-08-07

JPIE

J P MORGAN EXCHANGE TRADED F

72.56%

Shares447.2K

Event2026-06-30

Filed2026-08-07

AVDV

AMERICAN CENTY ETF TR

3.90%

Shares188.9K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

1.78%

Shares142.0K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

0.80%

Shares43.2K

Event2026-06-30

Filed2026-08-07

AVLV

AMERICAN CENTY ETF TR

6.81%

Shares203.3K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-4.13%

Shares231.5K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

4.11%

Shares24.4K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

5.23%

Shares63.6K

Event2026-06-30

Filed2026-08-07

QQA

INVESCO ACTIVELY MANAGED EXC

19.75%

Shares294.7K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

2.48%

Shares75.8K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-0.19%

Shares143.9K

Event2026-06-30

Filed2026-08-07

SCHR

SCHWAB STRATEGIC TR

8.21%

Shares641.6K

Event2026-06-30

Filed2026-08-07

IWR

ISHARES TR

7.31%

Shares142.9K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-0.25%

Shares132.3K

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

2.05%

Shares149.2K

Event2026-06-30

Filed2026-08-07

BNDX

VANGUARD CHARLOTTE FDS

2.62%

Shares318.6K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

948.10%

Shares51.1K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

-2.56%

Shares95.7K

Event2026-06-30

Filed2026-08-07

VMBS

VANGUARD SCOTTSDALE FDS

6.50%

Shares323.0K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

-1.18%

Shares109.7K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

2.57%

Shares62.4K

Event2026-06-30

Filed2026-08-07

EQIX

EQUINIX INC

20.77%

Shares13.9K

Event2026-06-30

Filed2026-08-07

SETM

SPROTT FDS TR

New

Shares460.3K

Event2026-06-30

Filed2026-08-07

GOVT

ISHARES TR

0.69%

Shares624.1K

Event2026-06-30

Filed2026-08-07

SPTL

SPDR SERIES TRUST

8.63%

Shares537.4K

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

-0.06%

Shares42.1K

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

32.68%

Shares149.6K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

-0.39%

Shares26.7K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

1.59%

Shares70.4K

Event2026-06-30

Filed2026-08-07

VONV

VANGUARD SCOTTSDALE FDS

-1.41%

Shares125.1K

Event2026-06-30

Filed2026-08-07

PPA

INVESCO EXCHANGE TRADED FD T

-0.60%

Shares75.0K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

-55.24%

Shares60.1K

Event2026-06-30

Filed2026-08-07

TSPA

T ROWE PRICE EXCHANGE-TRADED

2.72%

Shares269.9K

Event2026-06-30

Filed2026-08-07

SPEM

SPDR INDEX SHS FDS

-19.66%

Shares246.9K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

13.48%

Shares59.5K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.21%

Shares41.7K

Event2026-06-30

Filed2026-08-07

SUSB

ISHARES TR

15.95%

Shares504.6K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

4.61%

Shares75.4K

Event2026-06-30

Filed2026-08-07

VTEB

VANGUARD MUN BD FDS

11.22%

Shares245.3K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

1.99%

Shares88.6K

Event2026-06-30

Filed2026-08-07

THRO

BLACKROCK ETF TRUST

-28.32%

Shares287.2K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

-1.71%

Shares171.8K

Event2026-06-30

Filed2026-08-07

DEERE & CO

-1.94%

Shares19.2K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

2.23%

Shares40.3K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

0.23%

Shares206.9K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

5.19%

Shares160.1K

Event2026-06-30

Filed2026-08-07

EFV

ISHARES TR

-54.49%

Shares151.2K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

-3.50%

Shares138.7K

Event2026-06-30

Filed2026-08-07

MBB

ISHARES TR

2.09%

Shares120.5K

Event2026-06-30

Filed2026-08-07

JQUA

J P MORGAN EXCHANGE TRADED F

-0.52%

Shares155.5K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

2.04%

Shares10.5K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

8.14%

Shares137.8K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

303.29%

Shares90.0K

Event2026-06-30

Filed2026-08-07

VRT

VERTIV HOLDINGS CO

-3.85%

Shares32.9K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

1.77%

Shares74.0K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

13.31%

Shares56.9K

Event2026-06-30

Filed2026-08-07

AVES

AMERICAN CENTY ETF TR

4.70%

Shares165.2K

Event2026-06-30

Filed2026-08-07

PRF

INVESCO EXCHANGE TRADED FD T

1.28%

Shares199.3K

Event2026-06-30

Filed2026-08-07

JIRE

J P MORGAN EXCHANGE TRADED F

7.48%

Shares130.1K

Event2026-06-30

Filed2026-08-07

SHLD

GLOBAL X FDS

-16.57%

Shares178.4K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

1.74%

Shares119.7K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

1.40%

Shares81.3K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

7.38%

Shares10.2K

Event2026-06-30

Filed2026-08-07

AVDE

AMERICAN CENTY ETF TR

0.51%

Shares114.4K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

0.21%

Shares38.7K

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

2.12%

Shares195.1K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

0.04%

Shares117.0K

Event2026-06-30

Filed2026-08-07

AVUS

AMERICAN CENTY ETF TR

-0.88%

Shares76.4K

Event2026-06-30

Filed2026-08-07

SCHC

SCHWAB STRATEGIC TR

3.89%

Shares203.1K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-11.98%

Shares83.7K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

-2.87%

Shares19.1K

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

4.67%

Shares77.4K

Event2026-06-30

Filed2026-08-07

JCPB

J P MORGAN EXCHANGE TRADED F

-4.85%

Shares203.9K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

-3.56%

Shares8.1K

Event2026-06-30

Filed2026-08-07

CME

CME GROUP INC

-1.42%

Shares42.6K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

-1.95%

Shares12.3K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

2.57%

Shares44.7K

Event2026-06-30

Filed2026-08-07

GSEW

GOLDMAN SACHS ETF TR

9.17%

Shares98.2K

Event2026-06-30

Filed2026-08-07

EMXC

ISHARES INC

-12.05%

Shares88.6K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

7.63%

Shares151.6K

Event2026-06-30

Filed2026-08-07

IUSG

ISHARES TR

-1.14%

Shares48.1K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

72.06%

Shares36.0K

Event2026-06-30

Filed2026-08-07

JFLX

J P MORGAN EXCHANGE TRADED F

13.31%

Shares172.6K

Event2026-06-30

Filed2026-08-07

VANGUARD INTL EQUITY INDEX F

13.13%

Shares55.3K

Event2026-06-30

Filed2026-08-07

HYMB

SPDR SERIES TRUST

-8.78%

Shares330.5K

Event2026-06-30

Filed2026-08-07

DFLV

DIMENSIONAL ETF TRUST

926.08%

Shares210.5K

Event2026-06-30

Filed2026-08-07

DFIV

DIMENSIONAL ETF TRUST

9.51%

Shares152.5K

Event2026-06-30

Filed2026-08-07

SPAB

SPDR SERIES TRUST

5.99%

Shares320.9K

Event2026-06-30

Filed2026-08-07

ESS

ESSEX PPTY TR INC

0.56%

Shares27.9K

Event2026-06-30

Filed2026-08-07

APPLOVIN CORP

3.71%

Shares15.6K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

-15.33%

Shares57.4K

Event2026-06-30

Filed2026-08-07

BINC

BLACKROCK ETF TRUST II

-17.76%

Shares153.0K

Event2026-06-30

Filed2026-08-07

DSI

ISHARES TR

2.08%

Shares56.1K

Event2026-06-30

Filed2026-08-07

IDEV

ISHARES TR

-1.33%

Shares89.4K

Event2026-06-30

Filed2026-08-07

SMH

VANECK ETF TRUST

11.39%

Shares12.0K

Event2026-06-30

Filed2026-08-07

PULS

PGIM ETF TR

4.98%

Shares156.3K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

-1.64%

Shares79.6K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

1.69%

Shares41.0K

Event2026-06-30

Filed2026-08-07

VONG

VANGUARD SCOTTSDALE FDS

-1.26%

Shares58.6K

Event2026-06-30

Filed2026-08-07

JEMA

J P MORGAN EXCHANGE TRADED F

16.24%

Shares116.8K

Event2026-06-30

Filed2026-08-07

GBIL

GOLDMAN SACHS ETF TR

2.29%

Shares74.4K

Event2026-06-30

Filed2026-08-07

JMUB

J P MORGAN EXCHANGE TRADED F

-5.00%

Shares146.2K

Event2026-06-30

Filed2026-08-07

JGRO

J P MORGAN EXCHANGE TRADED F

9.46%

Shares75.0K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-0.30%

Shares173.3K

Event2026-06-30

Filed2026-08-07

TLT

ISHARES TR

-19.13%

Shares84.0K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

1.78%

Shares25.7K

Event2026-06-30

Filed2026-08-07

AKRE

PROFESIONALLY MANAGED PORTFO

-9.22%

Shares134.1K

Event2026-06-30

Filed2026-08-07

ANET

ARISTA NETWORKS INC

-6.43%

Shares41.7K

Event2026-06-30

Filed2026-08-07

BLACKSTONE INC

0.98%

Shares60.1K

Event2026-06-30

Filed2026-08-07

STIP

ISHARES TR

-0.94%

Shares67.6K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

297.86%

Shares85.2K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

0.84%

Shares20.1K

Event2026-06-30

Filed2026-08-07

EFG

ISHARES TR

71.37%

Shares54.8K

Event2026-06-30

Filed2026-08-07

INVESCO EXCH TRADED FD TR II

14.73%

Shares288.9K

Event2026-06-30

Filed2026-08-07

IWY

ISHARES TR

-1.95%

Shares23.3K

Event2026-06-30

Filed2026-08-07

VOT

VANGUARD INDEX FDS

5.33%

Shares22.1K

Event2026-06-30

Filed2026-08-07

TFLO

ISHARES TR

-8.53%

Shares132.4K

Event2026-06-30

Filed2026-08-07

VOE

VANGUARD INDEX FDS

5.13%

Shares33.7K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-0.93%

Shares17.6K

Event2026-06-30

Filed2026-08-07

CLOUDFLARE INC

0.42%

Shares26.8K

Event2026-06-30

Filed2026-08-07

VCSH

VANGUARD SCOTTSDALE FDS

-1.89%

Shares82.9K

Event2026-06-30

Filed2026-08-07

JAVA

J P MORGAN EXCHANGE TRADED F

3.30%

Shares82.3K

Event2026-06-30

Filed2026-08-07

PRFZ

INVESCO EXCHANGE TRADED FD T

-3.50%

Shares117.1K

Event2026-06-30

Filed2026-08-07

JSCP

J P MORGAN EXCHANGE TRADED F

11.13%

Shares138.3K

Event2026-06-30

Filed2026-08-07

BLCR

BLACKROCK ETF TRUST

0.74%

Shares128.4K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

12.47%

Shares17.7K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

11.82%

Shares201.7K

Event2026-06-30

Filed2026-08-07

ESGU

ISHARES TR

-0.36%

Shares38.9K

Event2026-06-30

Filed2026-08-07

SCHE

SCHWAB STRATEGIC TR

4.77%

Shares174.9K

Event2026-06-30

Filed2026-08-07

LQD

ISHARES TR

-23.30%

Shares58.0K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

2.29%

Shares87.3K

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD INDEX FDS

1.45%

Shares17.2K

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

7.03%

Shares75.6K

Event2026-06-30

Filed2026-08-07

3M CO

-0.54%

Shares38.4K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-4.22%

Shares44.7K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

7.83%

Shares12.4K

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

-0.76%

Shares67.1K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

6.37%

Shares40.1K

Event2026-06-30

Filed2026-08-07

AVEM

AMERICAN CENTY ETF TR

-0.58%

Shares60.8K

Event2026-06-30

Filed2026-08-07

XAR

SPDR SERIES TRUST

28.31%

Shares20.4K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

-13.23%

Shares70.6K

Event2026-06-30

Filed2026-08-07

SCMB

SCHWAB STRATEGIC TR

5.46%

Shares223.4K

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD INDEX FDS

3.73%

Shares23.6K

Event2026-06-30

Filed2026-08-07

RDVY

FIRST TR EXCHANGE TRADED FD

-1.66%

Shares70.8K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

-3.27%

Shares36.6K

Event2026-06-30

Filed2026-08-07

JEPI

J P MORGAN EXCHANGE TRADED F

14.90%

Shares100.1K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

-1.15%

Shares25.1K

Event2026-06-30

Filed2026-08-07

SMLF

ISHARES TR

21.75%

Shares62.8K

Event2026-06-30

Filed2026-08-07

IUSV

ISHARES TR

-0.69%

Shares50.0K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

-4.75%

Shares57.1K

Event2026-06-30

Filed2026-08-07

SUSC

ISHARES TR

-6.52%

Shares236.3K

Event2026-06-30

Filed2026-08-07

SERVICENOW INC

1.69%

Shares54.6K

Event2026-06-30

Filed2026-08-07

SUB

ISHARES TR

8.16%

Shares50.8K

Event2026-06-30

Filed2026-08-07

MDY

STATE STR SPDR S&P MIDCAP 40

-2.53%

Shares7.6K

Event2026-06-30

Filed2026-08-07

TAFI

AB ACTIVE ETFS INC

171.31%

Shares209.5K

Event2026-06-30

Filed2026-08-07

VBIL

VANGUARD INSTL INDEX FD

-16.61%

Shares69.8K

Event2026-06-30

Filed2026-08-07

SECU

BLACKROCK ETF TRUST II

4.04%

Shares105.1K

Event2026-06-30

Filed2026-08-07

HUT

HUT 8 CORP

New

Shares45.2K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

-2.37%

Shares12.1K

Event2026-06-30

Filed2026-08-07

SCHZ

SCHWAB STRATEGIC TR

20.69%

Shares222.6K

Event2026-06-30

Filed2026-08-07

BSV

VANGUARD BD INDEX FDS

5.41%

Shares65.9K

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

4.68%

Shares17.2K

Event2026-06-30

Filed2026-08-07

DFSI

DIMENSIONAL ETF TRUST

0.14%

Shares111.6K

Event2026-06-30

Filed2026-08-07

IOO

ISHARES TR

-0.86%

Shares36.7K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

2.23%

Shares39.4K

Event2026-06-30

Filed2026-08-07

HELO

J P MORGAN EXCHANGE TRADED F

9.01%

Shares73.5K

Event2026-06-30

Filed2026-08-07

SCHM

SCHWAB STRATEGIC TR

-0.01%

Shares133.8K

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

2.61%

Shares6.8K

Event2026-06-30

Filed2026-08-07

IEF

ISHARES TR

-15.41%

Shares51.4K

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SCOTTSDALE FDS

-1.85%

Shares82.7K

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

1.85%

Shares13.5K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

-0.64%

Shares55.8K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

-2.09%

Shares88.6K

Event2026-06-30

Filed2026-08-07

SPIB

SPDR SERIES TRUST

2.93%

Shares141.6K

Event2026-06-30

Filed2026-08-07

SCHA

SCHWAB STRATEGIC TR

0.17%

Shares130.2K

Event2026-06-30

Filed2026-08-07

VSS

VANGUARD INTL EQUITY INDEX F

1.98%

Shares30.3K

Event2026-06-30

Filed2026-08-07

GWW

WW GRAINGER INC

1.22%

Shares3.4K

Event2026-06-30

Filed2026-08-07

RMD

RESMED INC

-3.37%

Shares23.6K

Event2026-06-30

Filed2026-08-07

SCHH

SCHWAB STRATEGIC TR

14.51%

Shares193.3K

Event2026-06-30

Filed2026-08-07

LCTU

BLACKROCK ETF TRUST

6.10%

Shares56.8K

Event2026-06-30

Filed2026-08-07

JLL

JONES LANG LASALLE INC

51.80%

Shares14.6K

Event2026-06-30

Filed2026-08-07

REGN

REGENERON PHARMACEUTICALS

-6.72%

Shares7.2K

Event2026-06-30

Filed2026-08-07

IDMO

INVESCO EXCH TRADED FD TR II

14.42%

Shares73.9K

Event2026-06-30

Filed2026-08-07

PAVE

GLOBAL X FDS

59.75%

Shares75.0K

Event2026-06-30

Filed2026-08-07

VRTX

VERTEX PHARMACEUTICALS INC

36.88%

Shares8.8K

Event2026-06-30

Filed2026-08-07

EUSB

ISHARES TR

16.97%

Shares100.0K

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

0.27%

Shares12.7K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

10.90%

Shares27.4K

Event2026-06-30

Filed2026-08-07

BIV

VANGUARD BD INDEX FDS

4.35%

Shares56.3K

Event2026-06-30

Filed2026-08-07

MNST

MONSTER BEVERAGE CORP NEW

1.67%

Shares44.3K

Event2026-06-30

Filed2026-08-07

ICE

INTERCONTINENTAL EXCHANGE IN

-3.90%

Shares34.6K

Event2026-06-30

Filed2026-08-07

IGM

ISHARES TR

0.11%

Shares25.9K

Event2026-06-30

Filed2026-08-07

DGRW

WISDOMTREE TR

-1.92%

Shares43.8K

Event2026-06-30

Filed2026-08-07

JMST

J P MORGAN EXCHANGE TRADED F

29.74%

Shares82.0K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

7.82%

Shares10.0K

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

-0.99%

Shares10.4K

Event2026-06-30

Filed2026-08-07

DFSU

DIMENSIONAL ETF TRUST

2.14%

Shares88.6K

Event2026-06-30

Filed2026-08-07

NUBD

NUSHARES ETF TR

-9.37%

Shares185.0K

Event2026-06-30

Filed2026-08-07

SPGP

INVESCO EXCHANGE TRADED FD T

-8.68%

Shares32.8K

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

-1.42%

Shares2.0K

Event2026-06-30

Filed2026-08-07

WTAI

WISDOMTREE TR

0.55%

Shares83.9K

Event2026-06-30

Filed2026-08-07

MARQETA INC

0.03%

Shares973.2K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

-29.17%

Shares43.2K

Event2026-06-30

Filed2026-08-07

AMERIPRISE FINL INC

9.36%

Shares8.5K

Event2026-06-30

Filed2026-08-07

FREEPORT MCMORAN INC

3.99%

Shares62.1K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

-5.88%

Shares67.8K

Event2026-06-30

Filed2026-08-07

MLM

MARTIN MARIETTA MATLS INC

-5.25%

Shares6.7K

Event2026-06-30

Filed2026-08-07

PROSHARES TR

7.01%

Shares113.8K

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

-2.84%

Shares34.7K

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHN CORP

-0.03%

Shares11.8K

Event2026-06-30

Filed2026-08-07

VTC

VANGUARD SCOTTSDALE FDS

18.17%

Shares48.3K

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

7.31%

Shares7.1K

Event2026-06-30

Filed2026-08-07

VGLT

VANGUARD SCOTTSDALE FDS

13.07%

Shares67.0K

Event2026-06-30

Filed2026-08-07

SCHP

SCHWAB STRATEGIC TR

13.02%

Shares139.6K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

2.29%

Shares152.8K

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

-14.24%

Shares50.6K

Event2026-06-30

Filed2026-08-07

COWZ

PACER FDS TR

-10.72%

Shares58.1K

Event2026-06-30

Filed2026-08-07

AME

AMETEK INC

0.21%

Shares14.9K

Event2026-06-30

Filed2026-08-07

NEM

NEWMONT CORP

2.10%

Shares38.2K

Event2026-06-30

Filed2026-08-07

EPD

ENTERPRISE PRODS PARTNERS L

1.61%

Shares96.7K

Event2026-06-30

Filed2026-08-07

CVS

CVS HEALTH CORP

3.61%

Shares34.2K

Event2026-06-30

Filed2026-08-07

ESGE

ISHARES INC

2.15%

Shares64.5K

Event2026-06-30

Filed2026-08-07

SDY

SPDR SERIES TRUST

-0.70%

Shares23.2K

Event2026-06-30

Filed2026-08-07

MOD

MODINE MFG CO

0.31%

Shares13.2K

Event2026-06-30

Filed2026-08-07

WDC

WESTERN DIGITAL CORP

-12.51%

Shares5.4K

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

-52.00%

Shares65.1K

Event2026-06-30

Filed2026-08-07

RWK

INVESCO EXCH TRADED FD TR II

-5.28%

Shares23.4K

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP

-0.69%

Shares19.4K

Event2026-06-30

Filed2026-08-07

RIOT

RIOT PLATFORMS INC

New

Shares124.9K

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares15.3K

Event2026-06-30

Filed2026-08-07

OEF

ISHARES TR

-21.37%

Shares9.3K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

12.69%

Shares11.4K

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

3.02%

Shares55.9K

Event2026-06-30

Filed2026-08-07

AECOM

-3.42%

Shares48.6K

Event2026-06-30

Filed2026-08-07

DFAX

DIMENSIONAL ETF TRUST

79.39%

Shares90.5K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

159.40%

Shares4.6K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

4.68%

Shares34.3K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

4.15%

Shares22.8K

Event2026-06-30

Filed2026-08-07

JAAA

JANUS DETROIT STR TR

0.02%

Shares64.3K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

6.34%

Shares23.6K

Event2026-06-30

Filed2026-08-07

NVS

NOVARTIS AG

-0.49%

Shares20.6K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

12.36%

Shares17.7K

Event2026-06-30

Filed2026-08-07

THE CIGNA GROUP

7.72%

Shares11.6K

Event2026-06-30

Filed2026-08-07

JOHNSON CONTROLS INTERNATION

14.21%

Shares22.0K

Event2026-06-30

Filed2026-08-07

FNDX

SCHWAB STRATEGIC TR

-2.36%

Shares103.0K

Event2026-06-30

Filed2026-08-07

ALPS ETF TR

1.92%

Shares61.7K

Event2026-06-30

Filed2026-08-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.58%

Shares64.8K

Event2026-06-30

Filed2026-08-07

REGIONS FINANCIAL CORP NEW

0.17%

Shares105.6K

Event2026-06-30

Filed2026-08-07

AT&T INC

1.04%

Shares153.3K

Event2026-06-30

Filed2026-08-07

SYSB

ISHARES TR

4.34%

Shares35.7K

Event2026-06-30

Filed2026-08-07

FITB

FIFTH THIRD BANCORP

4.05%

Shares55.9K

Event2026-06-30

Filed2026-08-07

GCAL

GOLDMAN SACHS ETF TR

16.99%

Shares60.7K

Event2026-06-30

Filed2026-08-07

BOXX

EA SERIES TRUST

23.98%

Shares26.2K

Event2026-06-30

Filed2026-08-07

SPHR

SPHERE ENTERTAINMENT CO

4.12%

Shares17.6K

Event2026-06-30

Filed2026-08-07

SPHY

SPDR SERIES TRUST

-6.43%

Shares129.3K

Event2026-06-30

Filed2026-08-07

FALN

ISHARES TR

18.18%

Shares110.4K

Event2026-06-30

Filed2026-08-07

NXTG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares19.5K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

-2.97%

Shares30.9K

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares13.5K

Event2026-06-30

Filed2026-08-07

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares17.4K

Event2026-06-30

Filed2026-08-07

IGF

ISHARES TR

4.10%

Shares44.0K

Event2026-06-30

Filed2026-08-07

EWY

ISHARES INC

-22.67%

Shares14.5K

Event2026-06-30

Filed2026-08-07

AOA

ISHARES TR

-2.20%

Shares29.8K

Event2026-06-30

Filed2026-08-07

DFSE

DIMENSIONAL ETF TRUST

-0.14%

Shares59.4K

Event2026-06-30

Filed2026-08-07

EAGG

ISHARES TR

16.44%

Shares61.3K

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TR

-12.51%

Shares53.8K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-2.43%

Shares27.5K

Event2026-06-30

Filed2026-08-07

SEIM

SEI EXCHANGE TRADED FUNDS

48.20%

Shares49.9K

Event2026-06-30

Filed2026-08-07

GPIX

GOLDMAN SACHS ETF TR

0.24%

Shares49.9K

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN TRUST ETF

-36.08%

Shares83.0K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

4.20%

Shares18.2K

Event2026-06-30

Filed2026-08-07

ESGV

VANGUARD WORLD FD

0.18%

Shares20.9K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

-34.89%

Shares12.3K

Event2026-06-30

Filed2026-08-07

LVHI

LEGG MASON ETF INVT

12.68%

Shares67.3K

Event2026-06-30

Filed2026-08-07

LMBS

FIRST TR EXCHANGE-TRADED FD

29.27%

Shares54.5K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

5.49%

Shares13.5K

Event2026-06-30

Filed2026-08-07

CLSK

CLEANSPARK INC

New

Shares184.9K

Event2026-06-30

Filed2026-08-07

LHX

L3HARRIS TECHNOLOGIES INC

9.44%

Shares9.2K

Event2026-06-30

Filed2026-08-07

USXF

ISHARES TR

7.45%

Shares38.3K

Event2026-06-30

Filed2026-08-07

FBTC

FIDELITY WISE ORIGIN BITCOIN

322.26%

Shares52.1K

Event2026-06-30

Filed2026-08-07

FNDF

SCHWAB STRATEGIC TR

-3.54%

Shares50.4K

Event2026-06-30

Filed2026-08-07

SHW

SHERWIN WILLIAMS CO

5.08%

Shares7.7K

Event2026-06-30

Filed2026-08-07

CARR

CARRIER GLOBAL CORPORATION

1.71%

Shares36.1K

Event2026-06-30

Filed2026-08-07

DBMF

LITMAN GREGORY FDS TR

-4.81%

Shares85.3K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

2.27%

Shares2.7K

Event2026-06-30

Filed2026-08-07

IYJ

ISHARES TR

-7.16%

Shares15.6K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

10.06%

Shares20.5K

Event2026-06-30

Filed2026-08-07

FTNT

FORTINET INC

25.38%

Shares16.6K

Event2026-06-30

Filed2026-08-07

SEIE

SEI EXCHANGE TRADED FUNDS

-0.58%

Shares71.6K

Event2026-06-30

Filed2026-08-07

SCHB

SCHWAB STRATEGIC TR

-1.58%

Shares87.4K

Event2026-06-30

Filed2026-08-07

RSPA

INVESCO ACTIVELY MANAGED EXC

29.58%

Shares47.3K

Event2026-06-30

Filed2026-08-07

SHYG

ISHARES TR

14.37%

Shares59.0K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINL SVCS GROUP INC

1.41%

Shares10.1K

Event2026-06-30

Filed2026-08-07

BUFR

FIRST TR EXCHNG TRADED FD VI

7.52%

Shares68.0K

Event2026-06-30

Filed2026-08-07

FNX

FIRST TR EXCHANGE-TRADED ALP

0.01%

Shares16.9K

Event2026-06-30

Filed2026-08-07

EGUS

ISHARES TR

10.30%

Shares42.3K

Event2026-06-30

Filed2026-08-07

VGSR

MANAGER DIRECTED PORTFOLIOS

-0.24%

Shares216.4K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

5.49%

Shares9.0K

Event2026-06-30

Filed2026-08-07

ACWV

ISHARES INC

-0.81%

Shares20.4K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

1.61%

Shares4.8K

Event2026-06-30

Filed2026-08-07

DAR

DARLING INGREDIENTS INC

-9.61%

Shares44.8K

Event2026-06-30

Filed2026-08-07

ECL

ECOLAB INC

8.54%

Shares8.8K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

20.41%

Shares15.7K

Event2026-06-30

Filed2026-08-07

FEGE

RBB FUND TRUST

-0.82%

Shares50.0K

Event2026-06-30

Filed2026-08-07

AIQ

GLOBAL X FDS

-4.22%

Shares37.3K

Event2026-06-30

Filed2026-08-07

APLD

APPLIED DIGITAL CORP

New

Shares65.4K

Event2026-06-30

Filed2026-08-07

DFEM

DIMENSIONAL ETF TRUST

5.93%

Shares59.5K

Event2026-06-30

Filed2026-08-07

SPTM

SPDR SERIES TRUST

-3.57%

Shares26.6K

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

7.13%

Shares3.2K

Event2026-06-30

Filed2026-08-07

BPRE

BLUEROCK PVT REAL ESTATE FD

-7.07%

Shares185.0K

Event2026-06-30

Filed2026-08-07

SHEL

SHELL PLC

0.66%

Shares30.9K

Event2026-06-30

Filed2026-08-07

SELECT SECTOR SPDR TR

-73.36%

Shares52.2K

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES TR

-9.32%

Shares6.7K

Event2026-06-30

Filed2026-08-07

DXJ

WISDOMTREE TR

0.27%

Shares13.3K

Event2026-06-30

Filed2026-08-07

SNOWFLAKE INC

8.35%

Shares9.0K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

-27.06%

Shares13.8K

Event2026-06-30

Filed2026-08-07

VGK

VANGUARD INTL EQUITY INDEX F

-4.14%

Shares25.6K

Event2026-06-30

Filed2026-08-07

ICSH

ISHARES TR

15.87%

Shares44.8K

Event2026-06-30

Filed2026-08-07

BOEING CO

5.55%

Shares10.5K

Event2026-06-30

Filed2026-08-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

50.00%

Shares3

Event2026-06-30

Filed2026-08-07

FAST

FASTENAL CO

5.50%

Shares46.8K

Event2026-06-30

Filed2026-08-07

ASTRAZENECA PLC

-0.10%

Shares11.8K

Event2026-06-30

Filed2026-08-07

IEI

ISHARES TR

-13.30%

Shares19.0K

Event2026-06-30

Filed2026-08-07

SNDK

SANDISK CORP

-46.72%

Shares975

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

5.99%

Shares32.3K

Event2026-06-30

Filed2026-08-07

VMI

VALMONT INDS INC

-1.55%

Shares3.8K

Event2026-06-30

Filed2026-08-07

SRE

SEMPRA

1.99%

Shares23.7K

Event2026-06-30

Filed2026-08-07

AZO

AUTOZONE INC

-0.29%

Shares677

Event2026-06-30

Filed2026-08-07

CORZ

CORE SCIENTIFIC INC NEW

0.07%

Shares84.3K

Event2026-06-30

Filed2026-08-07

USTB

VICTORY PORTFOLIOS II

42.67%

Shares41.5K

Event2026-06-30

Filed2026-08-07

VSGX

VANGUARD WORLD FD

-0.11%

Shares25.5K

Event2026-06-30

Filed2026-08-07

HYLB

DBX ETF TR

12.28%

Shares57.1K

Event2026-06-30

Filed2026-08-07

SCYB

SCHWAB STRATEGIC TR

40.50%

Shares79.7K

Event2026-06-30

Filed2026-08-07

SLB

SLB LIMITED

10.03%

Shares44.1K

Event2026-06-30

Filed2026-08-07

XLI

SELECT SECTOR SPDR TR

-15.32%

Shares11.1K

Event2026-06-30

Filed2026-08-07

IYLD

ISHARES TR

19.62%

Shares92.5K

Event2026-06-30

Filed2026-08-07

ARM

ARM HOLDINGS PLC

0.44%

Shares5.8K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

3.08%

Shares5.1K

Event2026-06-30

Filed2026-08-07

NEAR

ISHARES U S ETF TR

11.86%

Shares39.9K

Event2026-06-30

Filed2026-08-07

EBND

SPDR SERIES TRUST

13.71%

Shares96.2K

Event2026-06-30

Filed2026-08-07

SLYG

SPDR SERIES TRUST

-0.45%

Shares16.8K

Event2026-06-30

Filed2026-08-07

DELL

DELL TECHNOLOGIES INC

12.66%

Shares4.6K

Event2026-06-30

Filed2026-08-07

HEFA

ISHARES TR

86.10%

Shares42.0K

Event2026-06-30

Filed2026-08-07

SLYV

SPDR SERIES TRUST

3.43%

Shares18.0K

Event2026-06-30

Filed2026-08-07

SRLN

SSGA ACTIVE ETF TR

-8.78%

Shares48.6K

Event2026-06-30

Filed2026-08-07

COLGATE PALMOLIVE CO

8.04%

Shares21.3K

Event2026-06-30

Filed2026-08-07

FDMT

4D MOLECULAR THERAPEUTICS IN

-0.01%

Shares146.2K

Event2026-06-30

Filed2026-08-07

WMB

WILLIAMS COS INC

6.31%

Shares26.1K

Event2026-06-30

Filed2026-08-07

BBJP

J P MORGAN EXCHANGE TRADED F

-1.39%

Shares25.6K

Event2026-06-30

Filed2026-08-07

TIP

ISHARES TR

-1.00%

Shares17.6K

Event2026-06-30

Filed2026-08-07

PDBC

INVESCO ACTVELY MNGD ETC FD

-1.63%

Shares119.8K

Event2026-06-30

Filed2026-08-07

S&P GLOBAL INC

-2.30%

Shares4.7K

Event2026-06-30

Filed2026-08-07

FDX

FEDEX CORP

0.40%

Shares6.0K

Event2026-06-30

Filed2026-08-07

FTCB

FIRST TR EXCHANGE-TRADED FD

0.66%

Shares90.1K

Event2026-06-30

Filed2026-08-07

VALE

VALE S A

4.80%

Shares124.3K

Event2026-06-30

Filed2026-08-07

EVX

VANECK ETF TRUST

-0.41%

Shares44.9K

Event2026-06-30

Filed2026-08-07

DFEV

DIMENSIONAL ETF TRUST

0.16%

Shares43.2K

Event2026-06-30

Filed2026-08-07

SPG

SIMON PPTY GROUP INC NEW

3.34%

Shares8.2K

Event2026-06-30

Filed2026-08-07

GENERAL MTRS CO

2.41%

Shares23.6K

Event2026-06-30

Filed2026-08-07

CIPHER DIGITAL INC

-57.82%

Shares74.3K

Event2026-06-30

Filed2026-08-07

EVUS

ISHARES TR

12.39%

Shares51.7K

Event2026-06-30

Filed2026-08-07

VANGUARD SCOTTSDALE FDS

-0.43%

Shares14.9K

Event2026-06-30

Filed2026-08-07

BITB

BITWISE BITCOIN ETF TR

17.91%

Shares56.7K

Event2026-06-30

Filed2026-08-07

AOR

ISHARES TR

8.51%

Shares26.0K

Event2026-06-30

Filed2026-08-07

FLQM

FRANKLIN TEMPLETON ETF TR

-38.94%

Shares30.8K

Event2026-06-30

Filed2026-08-07

CVSB

MORGAN STANLEY ETF TRUST

New

Shares35.1K

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

0.16%

Shares14.8K

Event2026-06-30

Filed2026-08-07

MELI

MERCADOLIBRE INC

5.81%

Shares1.0K

Event2026-06-30

Filed2026-08-07

ZION

ZIONS BANCORPORATION NATL AS

2.81%

Shares25.1K

Event2026-06-30

Filed2026-08-07

SEIV

SEI EXCHANGE TRADED FUNDS

-4.41%

Shares36.2K

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL

-5.63%

Shares1.8K

Event2026-06-30

Filed2026-08-07

FDVV

FIDELITY COVINGTON TRUST

15.41%

Shares28.3K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

-8.19%

Shares3.5K

Event2026-06-30

Filed2026-08-07

BBEU

J P MORGAN EXCHANGE TRADED F

-2.24%

Shares21.9K

Event2026-06-30

Filed2026-08-07

RIO

RIO TINTO PLC

1.79%

Shares17.8K

Event2026-06-30

Filed2026-08-07

GNR

SPDR INDEX SHS FDS

0.20%

Shares25.1K

Event2026-06-30

Filed2026-08-07

BMRC

BANK OF MARIN BANCORP

-0.32%

Shares60.9K

Event2026-06-30

Filed2026-08-07

C3 AI INC

0.02%

Shares183.8K

Event2026-06-30

Filed2026-08-07

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares31.2K

Event2026-06-30

Filed2026-08-07

HEI

HEICO CORP NEW

3.78%

Shares4.7K

Event2026-06-30

Filed2026-08-07

SPACE EXPLORATION TECHN CORP

New

Shares9.7K

Event2026-06-30

Filed2026-08-07

SCZ

ISHARES TR

0.32%

Shares20.0K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

-11.71%

Shares66.7K

Event2026-06-30

Filed2026-08-07

FNDE

SCHWAB STRATEGIC TR

2.22%

Shares40.5K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-0.04%

Shares4.6K

Event2026-06-30

Filed2026-08-07

ROK

ROCKWELL AUTOMATION INC

8.61%

Shares3.2K

Event2026-06-30

Filed2026-08-07

ARK ETF TR

1.01%

Shares37.3K

Event2026-06-30

Filed2026-08-07

NEXTNAV INC

83.41%

Shares87.7K

Event2026-06-30

Filed2026-08-07

CONSOLIDATED EDISON INC

10.01%

Shares14.0K

Event2026-06-30

Filed2026-08-07

NBIS

NEBIUS GROUP N.V.

9.19%

Shares5.5K

Event2026-06-30

Filed2026-08-07

ARW

ARROW ELECTRS INC

-4.07%

Shares7.1K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

-15.32%

Shares4.8K

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD WORLD FD

-2.75%

Shares5.0K

Event2026-06-30

Filed2026-08-07

DIA

STATE STR SPDR DOW JONES IND

-1.58%

Shares2.9K

Event2026-06-30

Filed2026-08-07

XLG

INVESCO EXCHANGE TRADED FD T

3.20%

Shares24.3K

Event2026-06-30

Filed2026-08-07

YUM

YUM BRANDS INC

0.09%

Shares9.2K

Event2026-06-30

Filed2026-08-07

ROYAL CARIBBEAN GROUP

4.16%

Shares4.6K

Event2026-06-30

Filed2026-08-07

TFI

SPDR SERIES TRUST

420.81%

Shares32.0K

Event2026-06-30

Filed2026-08-07

MMC

MARSH & MCLENNAN COS INC

25.03%

Shares8.8K

Event2026-06-30

Filed2026-08-07

SAP

SAP SE

-22.26%

Shares9.5K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

18.79%

Shares1.5K

Event2026-06-30

Filed2026-08-07

TRANSMEDICS GROUP INC

4.82%

Shares22.0K

Event2026-06-30

Filed2026-08-07

BRX

BRIXMOR PPTY GROUP INC

9.69%

Shares46.1K

Event2026-06-30

Filed2026-08-07

HYG

ISHARES TR

-0.19%

Shares18.1K

Event2026-06-30

Filed2026-08-07

FIX

COMFORT SYS USA INC

-15.00%

Shares731

Event2026-06-30

Filed2026-08-07

SEEM

SEI EXCHANGE TRADED FUNDS

-3.42%

Shares36.1K

Event2026-06-30

Filed2026-08-07

DMXF

ISHARES TR

12.55%

Shares17.0K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

-46.75%

Shares24.7K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

7.79%

Shares29.9K

Event2026-06-30

Filed2026-08-07

CNA

CNA FINL CORP

121.35%

Shares29.2K

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

3.24%

Shares10.7K

Event2026-06-30

Filed2026-08-07

GSUS

GOLDMAN SACHS ETF TR

-6.73%

Shares13.6K

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

0.41%

Shares23.2K

Event2026-06-30

Filed2026-08-07

COIN

COINBASE GLOBAL INC

37.47%

Shares9.5K

Event2026-06-30

Filed2026-08-07

HASI

HA SUSTAINABLE INFRA CAP INC

20.99%

Shares35.5K

Event2026-06-30

Filed2026-08-07

EXC

EXELON CORP

10.11%

Shares29.6K

Event2026-06-30

Filed2026-08-07

NUAG

NUSHARES ETF TR

8.86%

Shares65.1K

Event2026-06-30

Filed2026-08-07

TER

TERADYNE INC

-13.31%

Shares2.8K

Event2026-06-30

Filed2026-08-07

DISV

DIMENSIONAL ETF TRUST

-10.11%

Shares33.9K

Event2026-06-30

Filed2026-08-07

PGR

PROGRESSIVE CORP

33.76%

Shares6.2K

Event2026-06-30

Filed2026-08-07

CORTEVA INC

8.00%

Shares16.0K

Event2026-06-30

Filed2026-08-07

GRAL

GRAIL INC

-0.25%

Shares19.8K

Event2026-06-30

Filed2026-08-07

USAR

USA RARE EARTH INC

168.34%

Shares62.4K

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HOLDINGS INC

2339.80%

Shares7.4K

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

4.99%

Shares16.9K

Event2026-06-30

Filed2026-08-07

CGW

INVESCO EXCH TRADED FD TR II

115.18%

Shares20.1K

Event2026-06-30

Filed2026-08-07

INTU

INTUIT

15.87%

Shares5.0K

Event2026-06-30

Filed2026-08-07

RKT

ROCKET COS INC

13.25%

Shares83.3K

Event2026-06-30

Filed2026-08-07

BOH

BANK HAWAII CORP

-0.15%

Shares16.1K

Event2026-06-30

Filed2026-08-07

BANK OF NY MELLON CORP

4.24%

Shares9.0K

Event2026-06-30

Filed2026-08-07

HISF

FIRST TR EXCHANGE-TRADED FD

9.47%

Shares29.3K

Event2026-06-30

Filed2026-08-07

ESGD

ISHARES TR

4.24%

Shares12.6K

Event2026-06-30

Filed2026-08-07

VWOB

VANGUARD WHITEHALL FDS

-4.88%

Shares19.1K

Event2026-06-30

Filed2026-08-07

CIBR

FIRST TR EXCHANGE-TRADED FD

8.38%

Shares14.3K

Event2026-06-30

Filed2026-08-07

BARRICK MNG CORP

-14.85%

Shares34.9K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

META PLATFORMS INC Call CallMETA PLATFORMS INC12.2K sharesnew addition2026-06-302026-08-07

NVIDIA CORPORATION Call CallNVIDIA CORPORATION30.6K shares12.50%2026-06-302026-08-07

AMAZON COM INC Call CallAMAZON COM INC17.5K sharesnew addition2026-06-302026-08-07

MICRON TECHNOLOGY INC Call CallMICRON TECHNOLOGY INC3.3K shares-56.00%2026-06-302026-08-07

DARLING INGREDIENTS INC Call CallDARLING INGREDIENTS INC42.3K shares-13.50%2026-06-302026-08-07

SPDR GOLD TR Call CallSPDR GOLD TR6.0K sharesnew addition2026-06-302026-08-07

WESTERN DIGITAL CORP Call CallWESTERN DIGITAL CORP2.0K sharesnew addition2026-06-302026-08-07

BROADCOM INC Call CallBROADCOM INC3.2K sharesnew addition2026-06-302026-08-07

SEAGATE TECHNOLOGY HLDNGS PL Call CallSEAGATE TECHNOLOGY HLDNGS PL1.0K sharesnew addition2026-06-302026-08-07

CORNING INC Call CallCORNING INC2.8K sharesnew addition2026-06-302026-08-07

TRANSMEDICS GROUP INC Call CallTRANSMEDICS GROUP INC10.5K sharesnew addition2026-06-302026-08-07

FREEPORT MCMORAN INC Call CallFREEPORT MCMORAN INC10.4K sharesnew addition2026-06-302026-08-07

VERTIV HOLDINGS CO Call CallVERTIV HOLDINGS CO1.6K shares-48.39%2026-06-302026-08-07

ELI LILLY & CO Call CallELI LILLY & CO400 sharesnew addition2026-06-302026-08-07

HIMS & HERS HEALTH INC Call CallHIMS & HERS HEALTH INC7.6K sharesnew addition2026-06-302026-08-07

ARISTA NETWORKS INC Call CallARISTA NETWORKS INC1.5K sharesnew addition2026-06-302026-08-07

ZETA GLOBAL HOLDINGS CORP Call CallZETA GLOBAL HOLDINGS CORP12.4K shares0.00%2026-06-302026-08-07

GLOBALFOUNDRIES INC Call CallGLOBALFOUNDRIES INC2.9K sharesnew addition2026-06-302026-08-07

CROWDSTRIKE HLDGS INC Call CallCROWDSTRIKE HLDGS INC300 sharesnew addition2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T300 sharesnew addition2026-06-302026-08-07

VALE S A Call CallVALE S A12.0K sharesnew addition2026-06-302026-08-07

META PLATFORMS INC Call

META PLATFORMS INC

New

Shares12.2K

Event2026-06-30

Filed2026-08-07

NVIDIA CORPORATION Call

NVIDIA CORPORATION

12.50%

Shares30.6K

Event2026-06-30

Filed2026-08-07

AMAZON COM INC Call

AMAZON COM INC

New

Shares17.5K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC Call

MICRON TECHNOLOGY INC

-56.00%

Shares3.3K

Event2026-06-30

Filed2026-08-07

DARLING INGREDIENTS INC Call

DARLING INGREDIENTS INC

-13.50%

Shares42.3K

Event2026-06-30

Filed2026-08-07

SPDR GOLD TR Call

SPDR GOLD TR

New

Shares6.0K

Event2026-06-30

Filed2026-08-07

WESTERN DIGITAL CORP Call

WESTERN DIGITAL CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

BROADCOM INC Call

BROADCOM INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL Call

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

CORNING INC Call

CORNING INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

TRANSMEDICS GROUP INC Call

TRANSMEDICS GROUP INC

New

Shares10.5K

Event2026-06-30

Filed2026-08-07

FREEPORT MCMORAN INC Call

FREEPORT MCMORAN INC

New

Shares10.4K

Event2026-06-30

Filed2026-08-07

VERTIV HOLDINGS CO Call

VERTIV HOLDINGS CO

-48.39%

Shares1.6K

Event2026-06-30

Filed2026-08-07

ELI LILLY & CO Call

ELI LILLY & CO

New

Shares400

Event2026-06-30

Filed2026-08-07

HIMS & HERS HEALTH INC Call

HIMS & HERS HEALTH INC

New

Shares7.6K

Event2026-06-30

Filed2026-08-07

ARISTA NETWORKS INC Call

ARISTA NETWORKS INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

ZETA GLOBAL HOLDINGS CORP Call

ZETA GLOBAL HOLDINGS CORP

0.00%

Shares12.4K

Event2026-06-30

Filed2026-08-07

GLOBALFOUNDRIES INC Call

GLOBALFOUNDRIES INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC Call

CROWDSTRIKE HLDGS INC

New

Shares300

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

New

Shares300

Event2026-06-30

Filed2026-08-07

VALE S A Call

VALE S A

New

Shares12.0K

Event2026-06-30

Filed2026-08-07

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR6.8K sharesnew addition2026-06-302026-08-07

ADVANCED MICRO DEVICES INC Put PutADVANCED MICRO DEVICES INC2.1K sharesnew addition2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T1.4K sharesnew addition2026-06-302026-08-07

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares6.8K

Event2026-06-30

Filed2026-08-07

ADVANCED MICRO DEVICES INC Put

ADVANCED MICRO DEVICES INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares1.4K

Event2026-06-30

Filed2026-08-07