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The Analysis of Physician Wealth Advisors, Inc.'s Holdings & P&L

Currently, Physician Wealth Advisors, Inc. holds 2334 types of securities in its portfolio with a total value $837.4M. In the most recent quarter, they have increased their positions in N/A (+394.7K shares, valued at $34.7M), N/A (+296.2K shares, valued at $8.3M), ACWX (+86.6K shares, valued at $6.6M); decreased their positions in QUAL (-62.6K shares, valued at $13.7M), EFV (-144.1K shares, valued at $11.0M), DFAE (-138.5K shares, valued at $5.6M); initiated new positions in N/A (+296.2K shares, valued at $8.3M), VGIT (+5.7K shares, valued at $335.8K), FMUB (+6.1K shares, valued at $312.9K).

1M P&L

-15.0M-2.46%

3M P&L

-2.0M-0.33%

HY P&L

+45.1M+8.22%

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/A491.0M

82.0%

2Consumer Electronics18.4M

3.1%

3Semiconductors16.7M

2.8%

Top Industries by Stock Count

1N/A402 stocks

18.8%

2Banks - Regional121 stocks

5.7%

3Biotechnology83 stocks

3.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR137.6K shares-0.46%2026-06-302026-07-20

SPDR SERIES TRUST SPDR SERIES TRUST1.1M shares58.46%2026-06-302026-07-20

ACWX ISHARES TR578.5K shares17.61%2026-06-302026-07-20

DFAI DIMENSIONAL ETF TRUST772.7K shares1.21%2026-06-302026-07-20

IVW ISHARES TR230.8K shares9.15%2026-06-302026-07-20

DYNF BLACKROCK ETF TRUST454.8K shares4.41%2026-06-302026-07-20

IVE ISHARES TR119.4K shares-11.67%2026-06-302026-07-20

DFAE DIMENSIONAL ETF TRUST640.8K shares-17.77%2026-06-302026-07-20

Sponsored

ITOT ISHARES TR127.8K shares-0.23%2026-06-302026-07-20

DFAU DIMENSIONAL ETF TRUST379.4K shares-0.63%2026-06-302026-07-20

AAPL APPLE INC63.3K shares1.11%2026-06-302026-07-20

FBND FIDELITY MERRIMACK STR TR357.1K shares12.66%2026-06-302026-07-20

BAI BLACKROCK ETF TRUST305.9K shares-20.81%2026-06-302026-07-20

SPMO INVESCO EXCH TRADED FD TR II80.3K shares-23.27%2026-06-302026-07-20

MGC VANGUARD WORLD FD44.8K shares0.10%2026-06-302026-07-20

ISHARES TR ISHARES TR124.8K shares-1.11%2026-06-302026-07-20

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IJH ISHARES TR148.5K shares-0.14%2026-06-302026-07-20

DFAW DIMENSIONAL ETF TRUST131.7K shares-10.98%2026-06-302026-07-20

NVDA NVIDIA CORPORATION51.9K shares-3.91%2026-06-302026-07-20

SHLD GLOBAL X FDS169.1K shares35.89%2026-06-302026-07-20

THRO BLACKROCK ETF TRUST201.4K shares-36.07%2026-06-302026-07-20

IXUS ISHARES TR90.2K shares0.06%2026-06-302026-07-20

BLACKROCK ETF TRUST BLACKROCK ETF TRUST296.2K sharesnew addition2026-06-302026-07-20

DGRO ISHARES TR107.6K shares-4.29%2026-06-302026-07-20

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VCRM VANGUARD MUN BD FDS88.7K shares1.67%2026-06-302026-07-20

DFCF DIMENSIONAL ETF TRUST159.6K shares55.28%2026-06-302026-07-20

DFAS DIMENSIONAL ETF TRUST76.0K shares-0.04%2026-06-302026-07-20

ESGU ISHARES TR37.7K shares6.07%2026-06-302026-07-20

DFAC DIMENSIONAL ETF TRUST136.1K shares-1.93%2026-06-302026-07-20

MSFT MICROSOFT CORP15.3K shares-3.69%2026-06-302026-07-20

VGT VANGUARD WORLD FD46.0K shares734.02%2026-06-302026-07-20

FREL FIDELITY COVINGTON TRUST159.5K shares-0.27%2026-06-302026-07-20

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VOO VANGUARD INDEX FDS6.4K shares23.07%2026-06-302026-07-20

STIP ISHARES TR42.7K shares-0.17%2026-06-302026-07-20

HQY HEALTHEQUITY INC47.0K shares-0.01%2026-06-302026-07-20

IJR ISHARES TR27.8K shares-4.12%2026-06-302026-07-20

LRGF ISHARES TR50.0K shares1.43%2026-06-302026-07-20

AMZN AMAZON COM INC14.6K shares-3.35%2026-06-302026-07-20

QQQ INVESCO QQQ TR4.6K shares-2.34%2026-06-302026-07-20

TNA DIREXION SHARES ETF TRUST42.6K shares0.00%2026-06-302026-07-20

Sponsored

WORLD GOLD TR WORLD GOLD TR40.2K shares27.52%2026-06-302026-07-20

GOOGL ALPHABET INC8.8K shares1.47%2026-06-302026-07-20

QUAL ISHARES TR14.0K shares-81.71%2026-06-302026-07-20

EFAV ISHARES TR32.8K shares-1.63%2026-06-302026-07-20

DFUS DIMENSIONAL ETF TRUST34.2K shares0.04%2026-06-302026-07-20

DFAX DIMENSIONAL ETF TRUST73.6K shares-1.01%2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR85.4K shares0.03%2026-06-302026-07-20

MTUM ISHARES TR7.8K shares0.00%2026-06-302026-07-20

Sponsored

IEMG ISHARES INC30.6K shares-12.14%2026-06-302026-07-20

TSLA TESLA INC5.9K shares3.85%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL4.7K shares5.74%2026-06-302026-07-20

GBCI GLACIER BANCORP INC NEW44.1K shares-0.03%2026-06-302026-07-20

VLUE ISHARES TR9.7K shares0.93%2026-06-302026-07-20

IJS ISHARES TR13.9K shares-2.74%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.9K shares-0.63%2026-06-302026-07-20

GOOG ALPHABET INC4.9K shares2.09%2026-06-302026-07-20

Sponsored

EFG ISHARES TR13.9K shares3.40%2026-06-302026-07-20

VV VANGUARD INDEX FDS5.0K shares0.74%2026-06-302026-07-20

EEMV ISHARES INC22.6K shares-1.52%2026-06-302026-07-20

WMT WALMART INC14.6K shares-0.71%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC2.8K shares-14.44%2026-06-302026-07-20

EXR EXTRA SPACE STORAGE INC10.9K shares0.14%2026-06-302026-07-20

ZION ZIONS BANCORPORATION NATL AS22.1K shares-1.84%2026-06-302026-07-20

IWC ISHARES TR7.6K shares-1.55%2026-06-302026-07-20

Sponsored

DFSU DIMENSIONAL ETF TRUST30.9K shares-1.56%2026-06-302026-07-20

ESGE ISHARES INC25.7K shares2.14%2026-06-302026-07-20

MUB ISHARES TR12.9K shares2.03%2026-06-302026-07-20

USMV ISHARES TR14.3K shares0.25%2026-06-302026-07-20

VNQ VANGUARD INDEX FDS13.4K shares-3.00%2026-06-302026-07-20

BROADCOM INC BROADCOM INC3.4K shares-6.17%2026-06-302026-07-20

LLY ELI LILLY & CO1.0K shares7.44%2026-06-302026-07-20

TDY TELEDYNE TECHNOLOGIES INC1.8K shares0.11%2026-06-302026-07-20

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares-0.57%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC1.6K shares-2.10%2026-06-302026-07-20

TQQQ PROSHARES TR13.4K shares-5.62%2026-06-302026-07-20

INTC INTEL CORP7.7K shares4.53%2026-06-302026-07-20

SCZ ISHARES TR12.9K shares-1.10%2026-06-302026-07-20

CAT CATERPILLAR INC964 shares6.05%2026-06-302026-07-20

SIL GLOBAL X FDS13.1K shares-0.61%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC1.8K shares-9.74%2026-06-302026-07-20

Sponsored

IBDS ISHARES TR38.3K shares461.61%2026-06-302026-07-20

VISA INC VISA INC2.7K shares-1.66%2026-06-302026-07-20

IXN ISHARES TR6.3K shares1.74%2026-06-302026-07-20

XLK SELECT SECTOR SPDR TR4.8K shares0.08%2026-06-302026-07-20

WFC WELLS FARGO & CO10.9K shares-1.49%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares0.08%2026-06-302026-07-20

VBR VANGUARD INDEX FDS3.6K shares0.03%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC7.4K shares5.58%2026-06-302026-07-20

Sponsored

MU MICRON TECHNOLOGY INC750 shares30.43%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON3.4K shares1.89%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.6K shares7.88%2026-06-302026-07-20

DFSV DIMENSIONAL ETF TRUST19.9K shares0.52%2026-06-302026-07-20

CI THE CIGNA GROUP2.7K shares-0.40%2026-06-302026-07-20

DFNM DIMENSIONAL ETF TRUST15.4K shares0.85%2026-06-302026-07-20

ISHARES TR ISHARES TR7.5K shares-0.39%2026-06-302026-07-20

VO VANGUARD INDEX FDS8.8K shares333.50%2026-06-302026-07-20

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.3K shares-9.85%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS9.6K shares33.26%2026-06-302026-07-20

IBTH ISHARES TR29.9K shares333.20%2026-06-302026-07-20

EFV ISHARES TR8.6K shares-94.38%2026-06-302026-07-20

GLD SPDR GOLD TR1.8K shares29.15%2026-06-302026-07-20

VFMF VANGUARD WELLINGTON FD3.7K shares-3.94%2026-06-302026-07-20

DDFS INNOVATOR ETFS TRUST28.6K shares0.00%2026-06-302026-07-20

MRK MERCK & CO INC4.7K shares2.27%2026-06-302026-07-20

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GEV GE VERNOVA INC508 shares4.10%2026-06-302026-07-20

VB VANGUARD INDEX FDS2.0K shares4.87%2026-06-302026-07-20

SOXX ISHARES TR913 shares4.46%2026-06-302026-07-20

GE GE AEROSPACE1.5K shares2.50%2026-06-302026-07-20

SERVICENOW INC SERVICENOW INC5.6K shares-2.91%2026-06-302026-07-20

SUB ISHARES TR5.1K shares-5.39%2026-06-302026-07-20

ESGV VANGUARD WORLD FD4.1K shares-2.68%2026-06-302026-07-20

MCD MCDONALDS CORP1.9K shares-10.10%2026-06-302026-07-20

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SNFCA SECURITY NATL FINL CORP52.4K shares0.00%2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS2.1K shares-8.58%2026-06-302026-07-20

ICSH ISHARES TR10.0K shares-0.32%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP3.7K shares16.74%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO1.5K shares0.07%2026-06-302026-07-20

QCOM QUALCOMM INC2.7K shares11.22%2026-06-302026-07-20

EFA ISHARES TR4.7K shares-1.00%2026-06-302026-07-20

TXN TEXAS INSTRS INC1.6K shares1.96%2026-06-302026-07-20

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BAC BANK OF AMER CORP8.4K shares2.45%2026-06-302026-07-20

CVX CHEVRON CORPORATION2.9K shares-11.90%2026-06-302026-07-20

HWM HOWMET AEROSPACE INC1.7K shares0.12%2026-06-302026-07-20

VCRB VANGUARD MALVERN FDS6.0K shares16.78%2026-06-302026-07-20

IBTG ISHARES TR20.1K shares20.14%2026-06-302026-07-20

HD HOME DEPOT INC1.3K shares10.91%2026-06-302026-07-20

LRCX LAM RESEARCH CORP1.0K shares7.88%2026-06-302026-07-20

PG PROCTER & GAMBLE CO2.9K shares-7.58%2026-06-302026-07-20

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VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares2.90%2026-06-302026-07-20

IHI ISHARES TR8.5K shares2.44%2026-06-302026-07-20

DIS DISNEY WALT CO4.3K shares4.03%2026-06-302026-07-20

APH AMPHENOL CORP2.3K shares-9.23%2026-06-302026-07-20

DFSI DIMENSIONAL ETF TRUST9.1K shares0.00%2026-06-302026-07-20

USXF ISHARES TR5.9K shares-1.46%2026-06-302026-07-20

AEE AMEREN CORP3.5K shares0.29%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR10.6K shares1.72%2026-06-302026-07-20

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VTIP VANGUARD MALVERN FDS7.6K shares24.36%2026-06-302026-07-20

DAL DELTA AIR LINES INC4.0K shares-4.06%2026-06-302026-07-20

ESGD ISHARES TR3.7K shares0.03%2026-06-302026-07-20

BINC BLACKROCK ETF TRUST II7.2K shares3670.16%2026-06-302026-07-20

XSOE WISDOMTREE TR7.6K shares1.25%2026-06-302026-07-20

VCSH VANGUARD SCOTTSDALE FDS4.5K shares0.00%2026-06-302026-07-20

SNDK SANDISK CORP154 shares38.74%2026-06-302026-07-20

PEP PEPSICO INC2.6K shares-3.68%2026-06-302026-07-20

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ABBVIE INC ABBVIE INC1.4K shares5.68%2026-06-302026-07-20

EPD ENTERPRISE PRODS PARTNERS L9.3K shares0.00%2026-06-302026-07-20

IBDT ISHARES TR13.5K shares53.39%2026-06-302026-07-20

BLK BLACKROCK INC350 shares3.86%2026-06-302026-07-20

VGIT VANGUARD SCOTTSDALE FDS5.7K sharesnew addition2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR11.1K shares0.00%2026-06-302026-07-20

MEDTRONIC PLC MEDTRONIC PLC4.1K shares7.64%2026-06-302026-07-20

VRTX VERTEX PHARMACEUTICALS INC634 shares-1.55%2026-06-302026-07-20

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FMUB FIDELITY MERRIMACK STR TR6.1K sharesnew addition2026-06-302026-07-20

PLD PROLOGIS INC.2.3K shares2.31%2026-06-302026-07-20

TRMB TRIMBLE INC6.1K shares0.58%2026-06-302026-07-20

NWE NORTHWESTERN ENERGY GROUP IN4.3K shares-10.36%2026-06-302026-07-20

USEP INNOVATOR ETFS TRUST7.3K shares0.00%2026-06-302026-07-20

ORACLE CORP ORACLE CORP2.1K shares6.59%2026-06-302026-07-20

MAR MARRIOTT INTL INC NEW813 shares0.99%2026-06-302026-07-20

UNP UNION PAC CORP1.1K shares1.66%2026-06-302026-07-20

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SYLD CAMBRIA ETF TR3.7K shares-22.38%2026-06-302026-07-20

COP CONOCOPHILLIPS2.8K shares-9.46%2026-06-302026-07-20

BE BLOOM ENERGY CORP950 shares21.95%2026-06-302026-07-20

IBTL ISHARES TR14.1K shares180.86%2026-06-302026-07-20

FTEC FIDELITY COVINGTON TRUST993 shares0.00%2026-06-302026-07-20

BSVO EA SERIES TRUST9.7K sharesnew addition2026-06-302026-07-20

IBTI ISHARES TR12.7K shares82.38%2026-06-302026-07-20

IBTJ ISHARES TR12.9K shares80.57%2026-06-302026-07-20

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BA BOEING CO1.3K shares1.65%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC277 shares6.13%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC673 shares15.83%2026-06-302026-07-20

TMO THERMO FISHER SCIENTIFIC INC548 shares-4.70%2026-06-302026-07-20

DFAR DIMENSIONAL ETF TRUST10.5K shares-14.83%2026-06-302026-07-20

IBTK ISHARES TR13.9K shares75.05%2026-06-302026-07-20

IAU ISHARES GOLD TR3.6K shares92.89%2026-06-302026-07-20

TC ENERGY CORP TC ENERGY CORP4.1K shares0.12%2026-06-302026-07-20

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VWO VANGUARD INTL EQUITY INDEX F4.4K shares27.30%2026-06-302026-07-20

WPC WP CAREY INC3.7K shares-0.03%2026-06-302026-07-20

CATY CATHAY GEN BANCORP4.3K shares266.32%2026-06-302026-07-20

ASML ASML HLDG NV132 shares-2.22%2026-06-302026-07-20

HUN HUNTSMAN CORP24.6K shares0.46%2026-06-302026-07-20

DOMINION ENERGY INC DOMINION ENERGY INC3.8K shares2.20%2026-06-302026-07-20

KO COCA COLA CO3.2K shares11.47%2026-06-302026-07-20

JEPI J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2026-06-302026-07-20

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KMI KINDER MORGAN INC DEL8.0K shares0.88%2026-06-302026-07-20

3M CO 3M CO1.6K shares2.62%2026-06-302026-07-20

DUK DUKE ENERGY CORP NEW2.0K shares4.23%2026-06-302026-07-20

NVS NOVARTIS AG1.6K shares0.75%2026-06-302026-07-20

UPRO PROSHARES TR1.8K shares85.25%2026-06-302026-07-20

TJX TJX COS INC NEW1.7K shares-9.87%2026-06-302026-07-20

PFE PFIZER INC10.1K shares-3.96%2026-06-302026-07-20

EME EMCOR GROUP INC290 shares0.35%2026-06-302026-07-20

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OKE ONEOK INC NEW2.7K shares0.73%2026-06-302026-07-20

GPIX GOLDMAN SACHS ETF TR4.2K shares25.01%2026-06-302026-07-20

JPC NUVEEN PFD & INCOME OPPORTUN29.4K shares0.00%2026-06-302026-07-20

VHT VANGUARD WORLD FD773 shares1.71%2026-06-302026-07-20

SSO PROSHARES TR3.4K shares-6.25%2026-06-302026-07-20

AVGE AMERICAN CENTY ETF TR2.3K shares-1.75%2026-06-302026-07-20

VGK VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2026-06-302026-07-20

DFEM DIMENSIONAL ETF TRUST5.6K shares128.94%2026-06-302026-07-20

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T AT&T INC10.9K shares3.69%2026-06-302026-07-20

PSF COHEN & STEERS SELECT PFD &11.1K shares0.00%2026-06-302026-07-20

VTEB VANGUARD MUN BD FDS4.4K shares11.56%2026-06-302026-07-20

WPM WHEATON PRECIOUS METALS CORP2.0K shares0.20%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS775 shares18.50%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.3.0K shares-9.26%2026-06-302026-07-20

PAA PLAINS ALL AMERN PIPELINE L9.7K shares0.00%2026-06-302026-07-20

DFIV DIMENSIONAL ETF TRUST4.0K shares0.25%2026-06-302026-07-20

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VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD2.8K sharesnew addition2026-06-302026-07-20

IWM ISHARES TR701 shares0.29%2026-06-302026-07-20

DFSE DIMENSIONAL ETF TRUST4.2K shares0.00%2026-06-302026-07-20

AXON AXON ENTERPRISE INC364 shares1922.22%2026-06-302026-07-20

IBIT ISHARES BITCOIN TRUST ETF6.1K shares16.61%2026-06-302026-07-20

VGLT VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2026-06-302026-07-20

EA ELECTRONIC ARTS INC983 shares-2.87%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION1.0K shares3.25%2026-06-302026-07-20

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WELL WELLTOWER INC865 shares3.10%2026-06-302026-07-20

BDX BECTON DICKINSON & CO1.3K shares0.71%2026-06-302026-07-20

LCTU BLACKROCK ETF TRUST2.4K shares5.96%2026-06-302026-07-20

UDEC INNOVATOR ETFS TRUST4.5K shares0.00%2026-06-302026-07-20

IYW ISHARES TR747 shares-13.04%2026-06-302026-07-20

RGLD ROYAL GOLD INC943 shares1.51%2026-06-302026-07-20

SKYW SKYWEST INC1.9K shares-0.32%2026-06-302026-07-20

DVY ISHARES TR1.2K shares0.00%2026-06-302026-07-20

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ECG EVERUS CONSTR GROUP1.1K shares0.18%2026-06-302026-07-20

BKNG BOOKING HOLDINGS INC1.0K shares1241.03%2026-06-302026-07-20

ICF ISHARES TR2.7K shares-4.04%2026-06-302026-07-20

IBTM ISHARES TR8.1K shares80.81%2026-06-302026-07-20

IBTO ISHARES TR7.6K shares81.57%2026-06-302026-07-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL185 shares3.35%2026-06-302026-07-20

IJJ ISHARES TR1.2K shares0.26%2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.5K shares-61.15%2026-06-302026-07-20

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UFEB INNOVATOR ETFS TRUST4.4K shares0.00%2026-06-302026-07-20

IBDV ISHARES TR7.8K shares215.26%2026-06-302026-07-20

IBDU ISHARES TR7.3K shares218.35%2026-06-302026-07-20

PSA PUBLIC STORAGE532 shares3.91%2026-06-302026-07-20

VOOG VANGUARD ADMIRAL FDS INC2.0K shares501.18%2026-06-302026-07-20

IBMS ISHARES TR6.5K shares0.00%2026-06-302026-07-20

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HSIC SCHEIN HENRY INC2.0K shares-0.30%2026-06-302026-07-20

ETN EATON CORP PLC394 shares-10.05%2026-06-302026-07-20

NBIS NEBIUS GROUP N.V.593 shares524.21%2026-06-302026-07-20

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GLW CORNING INC621 shares156.61%2026-06-302026-07-20

FXL FIRST TR EXCHANGE-TRADED FD729 shares0.00%2026-06-302026-07-20

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MRVL MARVELL TECHNOLOGY INC521 shares63.32%2026-06-302026-07-20

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SLV ISHARES SILVER TR2.8K shares0.00%2026-06-302026-07-20

VOE VANGUARD INDEX FDS769 shares0.00%2026-06-302026-07-20

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ED CONSOLIDATED EDISON INC1.4K shares7.31%2026-06-302026-07-20

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DLR DIGITAL RLTY TR INC818 shares0.00%2026-06-302026-07-20

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MS MORGAN STANLEY698 shares13.31%2026-06-302026-07-20

CHUBB LIMITED CHUBB LIMITED425 shares2.66%2026-06-302026-07-20

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PANW PALO ALTO NETWORKS INC392 shares38.03%2026-06-302026-07-20

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WMB WILLIAMS COS INC1.7K shares2.94%2026-06-302026-07-20

IBMO ISHARES TR5.0K sharesnew addition2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC3.0K shares14.23%2026-06-302026-07-20

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IBDW ISHARES TR5.6K sharesnew addition2026-06-302026-07-20

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SLB SLB LIMITED2.4K shares-0.54%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR4.0K shares3.26%2026-06-302026-07-20

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JPST J P MORGAN EXCHANGE TRADED F2.1K shares-49.77%2026-06-302026-07-20

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BTZ BLACKROCK CR ALLOCATION10.0K shares0.00%2026-06-302026-07-20

MDU MDU RES GROUP INC4.8K shares-0.97%2026-06-302026-07-20

IBTP ISHARES TR4.0K shares0.00%2026-06-302026-07-20

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ASTRAZENECA PLC ASTRAZENECA PLC492 shares1.65%2026-06-302026-07-20

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JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION426 shares8.95%2026-06-302026-07-20

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EQIX EQUINIX INC37 shares12.12%2026-06-302026-07-20

VTES VANGUARD WELLINGTON FD377 shares0.00%2026-06-302026-07-20

CAKE CHEESECAKE FACTORY INC477 shares0.00%2026-06-302026-07-20

QYLD GLOBAL X FDS2.0K shares0.00%2026-06-302026-07-20

SGOV ISHARES TR375 shares29.31%2026-06-302026-07-20

VFMV VANGUARD WELLINGTON FD270 shares0.00%2026-06-302026-07-20

Sponsored

FXH FIRST TR EXCHANGE-TRADED FD306 shares0.00%2026-06-302026-07-20

MUFG MITSUBISHI UFJ FINANCIAL GRO1.9K shares13.34%2026-06-302026-07-20

MNST MONSTER BEVERAGE CORP NEW388 shares3.19%2026-06-302026-07-20

NSC NORFOLK SOUTHN CORP118 shares0.00%2026-06-302026-07-20

ISHARES TR

-0.46%

Shares137.6K

Event2026-06-30

Filed2026-07-20

SPDR SERIES TRUST

58.46%

Shares1.1M

Event2026-06-30

Filed2026-07-20

ACWX

ISHARES TR

17.61%

Shares578.5K

Event2026-06-30

Filed2026-07-20

DFAI

DIMENSIONAL ETF TRUST

1.21%

Shares772.7K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

9.15%

Shares230.8K

Event2026-06-30

Filed2026-07-20

DYNF

BLACKROCK ETF TRUST

4.41%

Shares454.8K

Event2026-06-30

Filed2026-07-20

IVE

ISHARES TR

-11.67%

Shares119.4K

Event2026-06-30

Filed2026-07-20

DFAE

DIMENSIONAL ETF TRUST

-17.77%

Shares640.8K

Event2026-06-30

Filed2026-07-20

ITOT

ISHARES TR

-0.23%

Shares127.8K

Event2026-06-30

Filed2026-07-20

DFAU

DIMENSIONAL ETF TRUST

-0.63%

Shares379.4K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

1.11%

Shares63.3K

Event2026-06-30

Filed2026-07-20

FBND

FIDELITY MERRIMACK STR TR

12.66%

Shares357.1K

Event2026-06-30

Filed2026-07-20

BAI

BLACKROCK ETF TRUST

-20.81%

Shares305.9K

Event2026-06-30

Filed2026-07-20

SPMO

INVESCO EXCH TRADED FD TR II

-23.27%

Shares80.3K

Event2026-06-30

Filed2026-07-20

MGC

VANGUARD WORLD FD

0.10%

Shares44.8K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-1.11%

Shares124.8K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

-0.14%

Shares148.5K

Event2026-06-30

Filed2026-07-20

DFAW

DIMENSIONAL ETF TRUST

-10.98%

Shares131.7K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

-3.91%

Shares51.9K

Event2026-06-30

Filed2026-07-20

SHLD

GLOBAL X FDS

35.89%

Shares169.1K

Event2026-06-30

Filed2026-07-20

THRO

BLACKROCK ETF TRUST

-36.07%

Shares201.4K

Event2026-06-30

Filed2026-07-20

IXUS

ISHARES TR

0.06%

Shares90.2K

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST

New

Shares296.2K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

-4.29%

Shares107.6K

Event2026-06-30

Filed2026-07-20

VCRM

VANGUARD MUN BD FDS

1.67%

Shares88.7K

Event2026-06-30

Filed2026-07-20

DFCF

DIMENSIONAL ETF TRUST

55.28%

Shares159.6K

Event2026-06-30

Filed2026-07-20

DFAS

DIMENSIONAL ETF TRUST

-0.04%

Shares76.0K

Event2026-06-30

Filed2026-07-20

ESGU

ISHARES TR

6.07%

Shares37.7K

Event2026-06-30

Filed2026-07-20

DFAC

DIMENSIONAL ETF TRUST

-1.93%

Shares136.1K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-3.69%

Shares15.3K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

734.02%

Shares46.0K

Event2026-06-30

Filed2026-07-20

FREL

FIDELITY COVINGTON TRUST

-0.27%

Shares159.5K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

23.07%

Shares6.4K

Event2026-06-30

Filed2026-07-20

STIP

ISHARES TR

-0.17%

Shares42.7K

Event2026-06-30

Filed2026-07-20

HQY

HEALTHEQUITY INC

-0.01%

Shares47.0K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

-4.12%

Shares27.8K

Event2026-06-30

Filed2026-07-20

LRGF

ISHARES TR

1.43%

Shares50.0K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

-3.35%

Shares14.6K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

-2.34%

Shares4.6K

Event2026-06-30

Filed2026-07-20

TNA

DIREXION SHARES ETF TRUST

0.00%

Shares42.6K

Event2026-06-30

Filed2026-07-20

WORLD GOLD TR

27.52%

Shares40.2K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

1.47%

Shares8.8K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

-81.71%

Shares14.0K

Event2026-06-30

Filed2026-07-20

EFAV

ISHARES TR

-1.63%

Shares32.8K

Event2026-06-30

Filed2026-07-20

DFUS

DIMENSIONAL ETF TRUST

0.04%

Shares34.2K

Event2026-06-30

Filed2026-07-20

DFAX

DIMENSIONAL ETF TRUST

-1.01%

Shares73.6K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

0.03%

Shares85.4K

Event2026-06-30

Filed2026-07-20

MTUM

ISHARES TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

-12.14%

Shares30.6K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

3.85%

Shares5.9K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

5.74%

Shares4.7K

Event2026-06-30

Filed2026-07-20

GBCI

GLACIER BANCORP INC NEW

-0.03%

Shares44.1K

Event2026-06-30

Filed2026-07-20

VLUE

ISHARES TR

0.93%

Shares9.7K

Event2026-06-30

Filed2026-07-20

IJS

ISHARES TR

-2.74%

Shares13.9K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

-0.63%

Shares1.9K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

2.09%

Shares4.9K

Event2026-06-30

Filed2026-07-20

EFG

ISHARES TR

3.40%

Shares13.9K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.74%

Shares5.0K

Event2026-06-30

Filed2026-07-20

EEMV

ISHARES INC

-1.52%

Shares22.6K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

-0.71%

Shares14.6K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

-14.44%

Shares2.8K

Event2026-06-30

Filed2026-07-20

EXR

EXTRA SPACE STORAGE INC

0.14%

Shares10.9K

Event2026-06-30

Filed2026-07-20

ZION

ZIONS BANCORPORATION NATL AS

-1.84%

Shares22.1K

Event2026-06-30

Filed2026-07-20

IWC

ISHARES TR

-1.55%

Shares7.6K

Event2026-06-30

Filed2026-07-20

DFSU

DIMENSIONAL ETF TRUST

-1.56%

Shares30.9K

Event2026-06-30

Filed2026-07-20

ESGE

ISHARES INC

2.14%

Shares25.7K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

2.03%

Shares12.9K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES TR

0.25%

Shares14.3K

Event2026-06-30

Filed2026-07-20

VNQ

VANGUARD INDEX FDS

-3.00%

Shares13.4K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

-6.17%

Shares3.4K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

7.44%

Shares1.0K

Event2026-06-30

Filed2026-07-20

TDY

TELEDYNE TECHNOLOGIES INC

0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.57%

Shares2.4K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

-2.10%

Shares1.6K

Event2026-06-30

Filed2026-07-20

TQQQ

PROSHARES TR

-5.62%

Shares13.4K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

4.53%

Shares7.7K

Event2026-06-30

Filed2026-07-20

SCZ

ISHARES TR

-1.10%

Shares12.9K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

6.05%

Shares964

Event2026-06-30

Filed2026-07-20

SIL

GLOBAL X FDS

-0.61%

Shares13.1K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

-9.74%

Shares1.8K

Event2026-06-30

Filed2026-07-20

IBDS

ISHARES TR

461.61%

Shares38.3K

Event2026-06-30

Filed2026-07-20

VISA INC

-1.66%

Shares2.7K

Event2026-06-30

Filed2026-07-20

IXN

ISHARES TR

1.74%

Shares6.3K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

0.08%

Shares4.8K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

-1.49%

Shares10.9K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

5.58%

Shares7.4K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

30.43%

Shares750

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

1.89%

Shares3.4K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

7.88%

Shares2.6K

Event2026-06-30

Filed2026-07-20

DFSV

DIMENSIONAL ETF TRUST

0.52%

Shares19.9K

Event2026-06-30

Filed2026-07-20

THE CIGNA GROUP

-0.40%

Shares2.7K

Event2026-06-30

Filed2026-07-20

DFNM

DIMENSIONAL ETF TRUST

0.85%

Shares15.4K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-0.39%

Shares7.5K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

333.50%

Shares8.8K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

-9.85%

Shares1.3K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

33.26%

Shares9.6K

Event2026-06-30

Filed2026-07-20

IBTH

ISHARES TR

333.20%

Shares29.9K

Event2026-06-30

Filed2026-07-20

EFV

ISHARES TR

-94.38%

Shares8.6K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

29.15%

Shares1.8K

Event2026-06-30

Filed2026-07-20

VFMF

VANGUARD WELLINGTON FD

-3.94%

Shares3.7K

Event2026-06-30

Filed2026-07-20

DDFS

INNOVATOR ETFS TRUST

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

2.27%

Shares4.7K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

4.10%

Shares508

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

4.87%

Shares2.0K

Event2026-06-30

Filed2026-07-20

SOXX

ISHARES TR

4.46%

Shares913

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

2.50%

Shares1.5K

Event2026-06-30

Filed2026-07-20

SERVICENOW INC

-2.91%

Shares5.6K

Event2026-06-30

Filed2026-07-20

SUB

ISHARES TR

-5.39%

Shares5.1K

Event2026-06-30

Filed2026-07-20

ESGV

VANGUARD WORLD FD

-2.68%

Shares4.1K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

-10.10%

Shares1.9K

Event2026-06-30

Filed2026-07-20

SNFCA

SECURITY NATL FINL CORP

0.00%

Shares52.4K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

-8.58%

Shares2.1K

Event2026-06-30

Filed2026-07-20

ICSH

ISHARES TR

-0.32%

Shares10.0K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

16.74%

Shares3.7K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

11.22%

Shares2.7K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

-1.00%

Shares4.7K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

1.96%

Shares1.6K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

2.45%

Shares8.4K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

-11.90%

Shares2.9K

Event2026-06-30

Filed2026-07-20

HWM

HOWMET AEROSPACE INC

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-20

VCRB

VANGUARD MALVERN FDS

16.78%

Shares6.0K

Event2026-06-30

Filed2026-07-20

IBTG

ISHARES TR

20.14%

Shares20.1K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

10.91%

Shares1.3K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

7.88%

Shares1.0K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

-7.58%

Shares2.9K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

2.90%

Shares1.1K

Event2026-06-30

Filed2026-07-20

IHI

ISHARES TR

2.44%

Shares8.5K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

4.03%

Shares4.3K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

-9.23%

Shares2.3K

Event2026-06-30

Filed2026-07-20

DFSI

DIMENSIONAL ETF TRUST

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-20

USXF

ISHARES TR

-1.46%

Shares5.9K

Event2026-06-30

Filed2026-07-20

AEE

AMEREN CORP

0.29%

Shares3.5K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

1.72%

Shares10.6K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD MALVERN FDS

24.36%

Shares7.6K

Event2026-06-30

Filed2026-07-20

DAL

DELTA AIR LINES INC

-4.06%

Shares4.0K

Event2026-06-30

Filed2026-07-20

ESGD

ISHARES TR

0.03%

Shares3.7K

Event2026-06-30

Filed2026-07-20

BINC

BLACKROCK ETF TRUST II

3670.16%

Shares7.2K

Event2026-06-30

Filed2026-07-20

XSOE

WISDOMTREE TR

1.25%

Shares7.6K

Event2026-06-30

Filed2026-07-20

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-20

SNDK

SANDISK CORP

38.74%

Shares154

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

-3.68%

Shares2.6K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

5.68%

Shares1.4K

Event2026-06-30

Filed2026-07-20

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-20

IBDT

ISHARES TR

53.39%

Shares13.5K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

3.86%

Shares350

Event2026-06-30

Filed2026-07-20

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares5.7K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC

7.64%

Shares4.1K

Event2026-06-30

Filed2026-07-20

VRTX

VERTEX PHARMACEUTICALS INC

-1.55%

Shares634

Event2026-06-30

Filed2026-07-20

FMUB

FIDELITY MERRIMACK STR TR

New

Shares6.1K

Event2026-06-30

Filed2026-07-20

PLD

PROLOGIS INC.

2.31%

Shares2.3K

Event2026-06-30

Filed2026-07-20

TRMB

TRIMBLE INC

0.58%

Shares6.1K

Event2026-06-30

Filed2026-07-20

NWE

NORTHWESTERN ENERGY GROUP IN

-10.36%

Shares4.3K

Event2026-06-30

Filed2026-07-20

USEP

INNOVATOR ETFS TRUST

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

6.59%

Shares2.1K

Event2026-06-30

Filed2026-07-20

MAR

MARRIOTT INTL INC NEW

0.99%

Shares813

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

1.66%

Shares1.1K

Event2026-06-30

Filed2026-07-20

SYLD

CAMBRIA ETF TR

-22.38%

Shares3.7K

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

-9.46%

Shares2.8K

Event2026-06-30

Filed2026-07-20

BLOOM ENERGY CORP

21.95%

Shares950

Event2026-06-30

Filed2026-07-20

IBTL

ISHARES TR

180.86%

Shares14.1K

Event2026-06-30

Filed2026-07-20

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares993

Event2026-06-30

Filed2026-07-20

BSVO

EA SERIES TRUST

New

Shares9.7K

Event2026-06-30

Filed2026-07-20

IBTI

ISHARES TR

82.38%

Shares12.7K

Event2026-06-30

Filed2026-07-20

IBTJ

ISHARES TR

80.57%

Shares12.9K

Event2026-06-30

Filed2026-07-20

BOEING CO

1.65%

Shares1.3K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

6.13%

Shares277

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

15.83%

Shares673

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

-4.70%

Shares548

Event2026-06-30

Filed2026-07-20

DFAR

DIMENSIONAL ETF TRUST

-14.83%

Shares10.5K

Event2026-06-30

Filed2026-07-20

IBTK

ISHARES TR

75.05%

Shares13.9K

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

92.89%

Shares3.6K

Event2026-06-30

Filed2026-07-20

TC ENERGY CORP

0.12%

Shares4.1K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

27.30%

Shares4.4K

Event2026-06-30

Filed2026-07-20

WPC

WP CAREY INC

-0.03%

Shares3.7K

Event2026-06-30

Filed2026-07-20

CATY

CATHAY GEN BANCORP

266.32%

Shares4.3K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

-2.22%

Shares132

Event2026-06-30

Filed2026-07-20

HUN

HUNTSMAN CORP

0.46%

Shares24.6K

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC

2.20%

Shares3.8K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

11.47%

Shares3.2K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-20

KMI

KINDER MORGAN INC DEL

0.88%

Shares8.0K

Event2026-06-30

Filed2026-07-20

3M CO

2.62%

Shares1.6K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

4.23%

Shares2.0K

Event2026-06-30

Filed2026-07-20

NVS

NOVARTIS AG

0.75%

Shares1.6K

Event2026-06-30

Filed2026-07-20

UPRO

PROSHARES TR

85.25%

Shares1.8K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

-9.87%

Shares1.7K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

-3.96%

Shares10.1K

Event2026-06-30

Filed2026-07-20

EME

EMCOR GROUP INC

0.35%

Shares290

Event2026-06-30

Filed2026-07-20

OKE

ONEOK INC NEW

0.73%

Shares2.7K

Event2026-06-30

Filed2026-07-20

GPIX

GOLDMAN SACHS ETF TR

25.01%

Shares4.2K

Event2026-06-30

Filed2026-07-20

JPC

NUVEEN PFD & INCOME OPPORTUN

0.00%

Shares29.4K

Event2026-06-30

Filed2026-07-20

VHT

VANGUARD WORLD FD

1.71%

Shares773

Event2026-06-30

Filed2026-07-20

SSO

PROSHARES TR

-6.25%

Shares3.4K

Event2026-06-30

Filed2026-07-20

AVGE

AMERICAN CENTY ETF TR

-1.75%

Shares2.3K

Event2026-06-30

Filed2026-07-20

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

DFEM

DIMENSIONAL ETF TRUST

128.94%

Shares5.6K

Event2026-06-30

Filed2026-07-20

AT&T INC

3.69%

Shares10.9K

Event2026-06-30

Filed2026-07-20

PSF

COHEN & STEERS SELECT PFD &

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-20

VTEB

VANGUARD MUN BD FDS

11.56%

Shares4.4K

Event2026-06-30

Filed2026-07-20

WPM

WHEATON PRECIOUS METALS CORP

0.20%

Shares2.0K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

18.50%

Shares775

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-9.26%

Shares3.0K

Event2026-06-30

Filed2026-07-20

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL ETF TRUST

0.25%

Shares4.0K

Event2026-06-30

Filed2026-07-20

VANGUARD WELLESLEY INCOME FD

New

Shares2.8K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

0.29%

Shares701

Event2026-06-30

Filed2026-07-20

DFSE

DIMENSIONAL ETF TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

AXON

AXON ENTERPRISE INC

1922.22%

Shares364

Event2026-06-30

Filed2026-07-20

IBIT

ISHARES BITCOIN TRUST ETF

16.61%

Shares6.1K

Event2026-06-30

Filed2026-07-20

VGLT

VANGUARD SCOTTSDALE FDS

New

Shares3.7K

Event2026-06-30

Filed2026-07-20

ELECTRONIC ARTS INC

-2.87%

Shares983

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

3.25%

Shares1.0K

Event2026-06-30

Filed2026-07-20

WELL

WELLTOWER INC

3.10%

Shares865

Event2026-06-30

Filed2026-07-20

BDX

BECTON DICKINSON & CO

0.71%

Shares1.3K

Event2026-06-30

Filed2026-07-20

LCTU

BLACKROCK ETF TRUST

5.96%

Shares2.4K

Event2026-06-30

Filed2026-07-20

UDEC

INNOVATOR ETFS TRUST

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-20

IYW

ISHARES TR

-13.04%

Shares747

Event2026-06-30

Filed2026-07-20

RGLD

ROYAL GOLD INC

1.51%

Shares943

Event2026-06-30

Filed2026-07-20

SKYW

SKYWEST INC

-0.32%

Shares1.9K

Event2026-06-30

Filed2026-07-20

DVY

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

ECG

EVERUS CONSTR GROUP

0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-20

BKNG

BOOKING HOLDINGS INC

1241.03%

Shares1.0K

Event2026-06-30

Filed2026-07-20

ICF

ISHARES TR

-4.04%

Shares2.7K

Event2026-06-30

Filed2026-07-20

IBTM

ISHARES TR

80.81%

Shares8.1K

Event2026-06-30

Filed2026-07-20

IBTO

ISHARES TR

81.57%

Shares7.6K

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PL

3.35%

Shares185

Event2026-06-30

Filed2026-07-20

IJJ

ISHARES TR

0.26%

Shares1.2K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

-61.15%

Shares1.5K

Event2026-06-30

Filed2026-07-20

IFRA

ISHARES TR

-0.84%

Shares2.7K

Event2026-06-30

Filed2026-07-20

DFSD

DIMENSIONAL ETF TRUST

102.65%

Shares3.6K

Event2026-06-30

Filed2026-07-20

UFEB

INNOVATOR ETFS TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-20

IBDV

ISHARES TR

215.26%

Shares7.8K

Event2026-06-30

Filed2026-07-20

IBDU

ISHARES TR

218.35%

Shares7.3K

Event2026-06-30

Filed2026-07-20

PSA

PUBLIC STORAGE

3.91%

Shares532

Event2026-06-30

Filed2026-07-20

VOOG

VANGUARD ADMIRAL FDS INC

501.18%

Shares2.0K

Event2026-06-30

Filed2026-07-20

IBMS

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-20

HSIC

SCHEIN HENRY INC

-0.30%

Shares2.0K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

-10.05%

Shares394

Event2026-06-30

Filed2026-07-20

NBIS

NEBIUS GROUP N.V.

524.21%

Shares593

Event2026-06-30

Filed2026-07-20

S&P GLOBAL INC

-4.55%

Shares399

Event2026-06-30

Filed2026-07-20

URI

UNITED RENTALS INC

12.80%

Shares141

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

156.61%

Shares621

Event2026-06-30

Filed2026-07-20

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares729

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

944.00%

Shares522

Event2026-06-30

Filed2026-07-20

VOOV

VANGUARD ADMIRAL FDS INC

0.42%

Shares713

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

63.32%

Shares521

Event2026-06-30

Filed2026-07-20

IDEV

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

-17.79%

Shares698

Event2026-06-30

Filed2026-07-20

PCM

PCM FD INC

0.00%

Shares27.3K

Event2026-06-30

Filed2026-07-20

SLV

ISHARES SILVER TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-20

VOE

VANGUARD INDEX FDS

0.00%

Shares769

Event2026-06-30

Filed2026-07-20

DMXF

ISHARES TR

4.88%

Shares1.8K

Event2026-06-30

Filed2026-07-20

CONSOLIDATED EDISON INC

7.31%

Shares1.4K

Event2026-06-30

Filed2026-07-20

BIV

VANGUARD BD INDEX FDS

239.02%

Shares1.9K

Event2026-06-30

Filed2026-07-20

DLR

DIGITAL RLTY TR INC

0.00%

Shares818

Event2026-06-30

Filed2026-07-20

IQLT

ISHARES TR

2.15%

Shares3.0K

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

13.31%

Shares698

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

2.66%

Shares425

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

6.28%

Shares1.0K

Event2026-06-30

Filed2026-07-20

LIN

LINDE PLC

10.80%

Shares277

Event2026-06-30

Filed2026-07-20

SLYV

SPDR SERIES TRUST

0.31%

Shares1.3K

Event2026-06-30

Filed2026-07-20

AVDV

AMERICAN CENTY ETF TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

KMB

KIMBERLY-CLARK CORP

17.79%

Shares1.3K

Event2026-06-30

Filed2026-07-20

PARKER-HANNIFIN CORP

3.68%

Shares141

Event2026-06-30

Filed2026-07-20

FAF

FIRST AMERN FINL CORP

-5.05%

Shares2.0K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

500.77%

Shares1.6K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

38.03%

Shares392

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC

5.62%

Shares1.1K

Event2026-06-30

Filed2026-07-20

FORD MTR CO

4.02%

Shares9.4K

Event2026-06-30

Filed2026-07-20

DDTO

INNOVATOR ETFS TRUST

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-20

PEJ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

UJAN

INNOVATOR ETFS TRUST

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

DSI

ISHARES TR

8.38%

Shares918

Event2026-06-30

Filed2026-07-20

WMB

WILLIAMS COS INC

2.94%

Shares1.7K

Event2026-06-30

Filed2026-07-20

IBMO

ISHARES TR

New

Shares5.0K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

14.23%

Shares3.0K

Event2026-06-30

Filed2026-07-20

SHW

SHERWIN WILLIAMS CO

-14.12%

Shares371

Event2026-06-30

Filed2026-07-20

ZJUN

INNOVATOR ETFS TRUST

New

Shares4.6K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

27.74%

Shares373

Event2026-06-30

Filed2026-07-20

HPE

HEWLETT PACKARD ENTERPRISE C

3.37%

Shares2.8K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

4.35%

Shares312

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

20.00%

Shares384

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

18.30%

Shares278

Event2026-06-30

Filed2026-07-20

BOXX

EA SERIES TRUST

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

SHOP

SHOPIFY INC

0.59%

Shares1.0K

Event2026-06-30

Filed2026-07-20

IBDX

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-20

IBDW

ISHARES TR

New

Shares5.6K

Event2026-06-30

Filed2026-07-20

SYF

SYNCHRONY FINANCIAL

25.10%

Shares1.5K

Event2026-06-30

Filed2026-07-20

AZO

AUTOZONE INC

-30.77%

Shares36

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

-0.19%

Shares517

Event2026-06-30

Filed2026-07-20

SLB

SLB LIMITED

-0.54%

Shares2.4K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

3.26%

Shares4.0K

Event2026-06-30

Filed2026-07-20

SPACE EXPLORATION TECHN CORP

New

Shares641

Event2026-06-30

Filed2026-07-20

XLV

SELECT SECTOR SPDR TR

0.15%

Shares688

Event2026-06-30

Filed2026-07-20

SMCI

SUPER MICRO COMPUTER INC

3571.29%

Shares3.7K

Event2026-06-30

Filed2026-07-20

MMC

MARSH & MCLENNAN COS INC

115.61%

Shares649

Event2026-06-30

Filed2026-07-20

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

JPST

J P MORGAN EXCHANGE TRADED F

-49.77%

Shares2.1K

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP

-31.67%

Shares164

Event2026-06-30

Filed2026-07-20

SFLR

INNOVATOR ETFS TRUST

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

5.72%

Shares721

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

5.47%

Shares135

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

14.97%

Shares1.1K

Event2026-06-30

Filed2026-07-20

EEM

ISHARES TR

2.05%

Shares1.5K

Event2026-06-30

Filed2026-07-20

BTZ

BLACKROCK CR ALLOCATION

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-20

MDU

MDU RES GROUP INC

-0.97%

Shares4.8K

Event2026-06-30

Filed2026-07-20

IBTP

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

16.77%

Shares557

Event2026-06-30

Filed2026-07-20

FNV

FRANCO NEV CORP

0.42%

Shares482

Event2026-06-30

Filed2026-07-20

IBTQ

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

ADSK

AUTODESK INC

-42.28%

Shares512

Event2026-06-30

Filed2026-07-20

DDFJ

INNOVATOR ETFS TRUST

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-20

YUM

YUM BRANDS INC

-6.78%

Shares605

Event2026-06-30

Filed2026-07-20

KNF

KNIFE RIVER CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

0.61%

Shares982

Event2026-06-30

Filed2026-07-20

ASTRAZENECA PLC

1.65%

Shares492

Event2026-06-30

Filed2026-07-20

IBDR

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

-14.85%

Shares413

Event2026-06-30

Filed2026-07-20

UPS

UNITED PARCEL SVCS INC

-24.74%

Shares855

Event2026-06-30

Filed2026-07-20

DDFL

INNOVATOR ETFS TRUST

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-20

SCHP

SCHWAB STRATEGIC TR

-8.38%

Shares3.4K

Event2026-06-30

Filed2026-07-20

AEM

AGNICO EAGLE MINES LTD

3.38%

Shares581

Event2026-06-30

Filed2026-07-20

IYR

ISHARES TR

-11.10%

Shares881

Event2026-06-30

Filed2026-07-20

INTU

INTUIT

18.21%

Shares344

Event2026-06-30

Filed2026-07-20

THOMSON REUTERS CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

MGK

VANGUARD WORLD FD

400.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

HCA

HCA HEALTHCARE INC

-19.06%

Shares225

Event2026-06-30

Filed2026-07-20

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

ORLY

OREILLY AUTOMOTIVE INC

-19.04%

Shares948

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL

6.62%

Shares451

Event2026-06-30

Filed2026-07-20

ARM

ARM HOLDINGS PLC

572.22%

Shares242

Event2026-06-30

Filed2026-07-20

IRM

IRON MTN INC DEL

3.20%

Shares678

Event2026-06-30

Filed2026-07-20

TFC

TRUIST FINL CORP

15.55%

Shares1.7K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

2.17%

Shares235

Event2026-06-30

Filed2026-07-20

CVS

CVS HEALTH CORP

22.06%

Shares819

Event2026-06-30

Filed2026-07-20

DHI

D R HORTON INC

4.04%

Shares515

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

10.02%

Shares494

Event2026-06-30

Filed2026-07-20

PACS

PACS GROUP INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

IGM

ISHARES TR

0.00%

Shares506

Event2026-06-30

Filed2026-07-20

NBIX

NEUROCRINE BIOSCIENCES INC

0.41%

Shares489

Event2026-06-30

Filed2026-07-20

DEERE & CO

9.32%

Shares129

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP

2.36%

Shares260

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

2.93%

Shares246

Event2026-06-30

Filed2026-07-20

MMIN

NEW YORK LIFE INVTS ACTIVE E

1.50%

Shares3.3K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

6.32%

Shares1.7K

Event2026-06-30

Filed2026-07-20

SCCO

SOUTHERN COPPER CORP

-2.15%

Shares456

Event2026-06-30

Filed2026-07-20

CRM

SALESFORCE INC

17.44%

Shares505

Event2026-06-30

Filed2026-07-20

SPIRE INC

-1.85%

Shares1.0K

Event2026-06-30

Filed2026-07-20

SEABRIDGE GOLD INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-20

ARES CAPITAL CORP

2105.26%

Shares4.2K

Event2026-06-30

Filed2026-07-20

ARTY

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

-1.31%

Shares751

Event2026-06-30

Filed2026-07-20

PNC

PNC FINL SVCS GROUP INC

13.50%

Shares311

Event2026-06-30

Filed2026-07-20

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

DATADOG INC

28.89%

Shares290

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

7.72%

Shares293

Event2026-06-30

Filed2026-07-20

SYY

SYSCO CORP

1.82%

Shares895

Event2026-06-30

Filed2026-07-20

ROYAL CARIBBEAN GROUP

-2.12%

Shares231

Event2026-06-30

Filed2026-07-20

CDNS

CADENCE DESIGN SYSTEM INC

-12.61%

Shares194

Event2026-06-30

Filed2026-07-20

WAT

WATERS CORP

11.56%

Shares193

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

-4.01%

Shares933

Event2026-06-30

Filed2026-07-20

KIM

KIMCO REALTY CORP

0.42%

Shares2.8K

Event2026-06-30

Filed2026-07-20

CLH

CLEAN HARBORS INC

0.00%

Shares241

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

7.64%

Shares1.4K

Event2026-06-30

Filed2026-07-20

ALV

AUTOLIV INC

-3.74%

Shares618

Event2026-06-30

Filed2026-07-20

ALL

ALLSTATE CORP

2.73%

Shares301

Event2026-06-30

Filed2026-07-20

BXSL

BLACKSTONE SECD LENDING FD

New

Shares3.0K

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares450

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

MTG

MGIC INVT CORP WIS

5.40%

Shares2.5K

Event2026-06-30

Filed2026-07-20

ISCG

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

PGR

PROGRESSIVE CORP

-12.36%

Shares319

Event2026-06-30

Filed2026-07-20

FBTC

FIDELITY WISE ORIGIN BITCOIN

102.98%

Shares1.4K

Event2026-06-30

Filed2026-07-20

DFEV

DIMENSIONAL ETF TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC

2.00%

Shares408

Event2026-06-30

Filed2026-07-20

FREEPORT MCMORAN INC

13.85%

Shares1.1K

Event2026-06-30

Filed2026-07-20

INNOVATOR ETFS TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

TGT

TARGET CORP

2.60%

Shares513

Event2026-06-30

Filed2026-07-20

VRSN

VERISIGN INC

0.00%

Shares266

Event2026-06-30

Filed2026-07-20

ECL

ECOLAB INC

-13.72%

Shares239

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

-2.09%

Shares187

Event2026-06-30

Filed2026-07-20

CTAS

CINTAS CORP

-18.05%

Shares386

Event2026-06-30

Filed2026-07-20

SMMV

ISHARES TR

0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

-25.41%

Shares719

Event2026-06-30

Filed2026-07-20

JOHNSON CONTROLS INTERNATION

8.95%

Shares426

Event2026-06-30

Filed2026-07-20

ROM

PROSHARES TR

0.00%

Shares400

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

0.00%

Shares94

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares273

Event2026-06-30

Filed2026-07-20

HLT

HILTON WORLDWIDE HLDGS INC

7.02%

Shares183

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares273

Event2026-06-30

Filed2026-07-20

IUSG

ISHARES TR

0.00%

Shares319

Event2026-06-30

Filed2026-07-20

MFC

MANULIFE FINL CORP

1.80%

Shares1.5K

Event2026-06-30

Filed2026-07-20

ACWI

ISHARES TR

0.00%

Shares378

Event2026-06-30

Filed2026-07-20

EVUS

ISHARES TR

12.91%

Shares1.7K

Event2026-06-30

Filed2026-07-20

MET

METLIFE INC

28.39%

Shares692

Event2026-06-30

Filed2026-07-20

TEL

TE CONNECTIVITY PLC

0.35%

Shares290

Event2026-06-30

Filed2026-07-20

LHX

L3HARRIS TECHNOLOGIES INC

0.50%

Shares200

Event2026-06-30

Filed2026-07-20

APLD

APPLIED DIGITAL CORP

8.57%

Shares1.6K

Event2026-06-30

Filed2026-07-20

GILD

GILEAD SCIENCES INC

-6.50%

Shares460

Event2026-06-30

Filed2026-07-20

DDFN

INNOVATOR ETFS TRUST

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

DYCOM INDS INC

1.79%

Shares114

Event2026-06-30

Filed2026-07-20

MRNA

MODERNA INC

-0.49%

Shares818

Event2026-06-30

Filed2026-07-20

ZMAR

INNOVATOR ETFS TRUST

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

MMCA

NEW YORK LIFE INVTS ACTIVE E

1.69%

Shares2.6K

Event2026-06-30

Filed2026-07-20

CMCSA

COMCAST CORP NEW

-35.54%

Shares2.3K

Event2026-06-30

Filed2026-07-20

MELI

MERCADOLIBRE INC

-46.77%

Shares33

Event2026-06-30

Filed2026-07-20

ATI INC

2.16%

Shares284

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

-16.85%

Shares74

Event2026-06-30

Filed2026-07-20

NJUN

INNOVATOR ETFS TRUST

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

XSD

SPDR SERIES TRUST

0.00%

Shares88

Event2026-06-30

Filed2026-07-20

RSG

REPUBLIC SVCS INC

14.29%

Shares256

Event2026-06-30

Filed2026-07-20

FANG

DIAMONDBACK ENERGY INC

4.38%

Shares310

Event2026-06-30

Filed2026-07-20

MKS INC.

1.67%

Shares122

Event2026-06-30

Filed2026-07-20

APPLOVIN CORP

64.06%

Shares105

Event2026-06-30

Filed2026-07-20

UNILEVER PLC

-42.19%

Shares896

Event2026-06-30

Filed2026-07-20

UTF

COHEN & STEERS INFRASTRUCTUR

1.25%

Shares1.9K

Event2026-06-30

Filed2026-07-20

DFGP

DIMENSIONAL ETF TRUST

0.00%

Shares986

Event2026-06-30

Filed2026-07-20

INNOVATOR ETFS TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-07-20

IJAN

INNOVATOR ETFS TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

GSK PLC

1.92%

Shares1.0K

Event2026-06-30

Filed2026-07-20

BBVA

BANCO BILBAO VIZCAYA ARGENTA

3.56%

Shares2.1K

Event2026-06-30

Filed2026-07-20

EOG

EOG RES INC

26.73%

Shares403

Event2026-06-30

Filed2026-07-20

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares484

Event2026-06-30

Filed2026-07-20

HIMS

HIMS & HERS HEALTH INC

-3.46%

Shares1.5K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

32.63%

Shares695

Event2026-06-30

Filed2026-07-20

VVV

VALVOLINE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

DDFM

INNOVATOR ETFS TRUST

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-20

ITB

ISHARES TR

0.21%

Shares472

Event2026-06-30

Filed2026-07-20

AHR

AMERICAN HEALTHCARE REIT INC

1.84%

Shares939

Event2026-06-30

Filed2026-07-20

VANECK ETF TRUST

0.00%

Shares645

Event2026-06-30

Filed2026-07-20

ROST

ROSS STORES INC

13.43%

Shares228

Event2026-06-30

Filed2026-07-20

REALTY INCOME CORP

-5.32%

Shares783

Event2026-06-30

Filed2026-07-20

CURTISS WRIGHT CORP

1.59%

Shares64

Event2026-06-30

Filed2026-07-20

FTNT

FORTINET INC

2.95%

Shares314

Event2026-06-30

Filed2026-07-20

IYG

ISHARES TR

0.00%

Shares531

Event2026-06-30

Filed2026-07-20

COLGATE PALMOLIVE CO

52.49%

Shares520

Event2026-06-30

Filed2026-07-20

FNDF

SCHWAB STRATEGIC TR

-11.41%

Shares901

Event2026-06-30

Filed2026-07-20

WBD

WARNER BROS DISCOVERY INC

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-20

VCR

VANGUARD WORLD FD

13.33%

Shares119

Event2026-06-30

Filed2026-07-20

CPRT

COPART INC

-5.52%

Shares1.7K

Event2026-06-30

Filed2026-07-20

ELV

ELEVANCE HEALTH INC FORMERLY

-37.44%

Shares122

Event2026-06-30

Filed2026-07-20

CLOUDFLARE INC

46.92%

Shares191

Event2026-06-30

Filed2026-07-20

CRWV

COREWEAVE INC

242.34%

Shares469

Event2026-06-30

Filed2026-07-20

BP PLC

3.04%

Shares1.3K

Event2026-06-30

Filed2026-07-20

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

CORTEVA INC

4.01%

Shares545

Event2026-06-30

Filed2026-07-20

AFL

AFLAC INC

18.79%

Shares392

Event2026-06-30

Filed2026-07-20

RBC

RBC BEARINGS INC

2.90%

Shares71

Event2026-06-30

Filed2026-07-20

BFEB

INNOVATOR ETFS TRUST

0.00%

Shares862

Event2026-06-30

Filed2026-07-20

MAGX

ROUNDHILL ETF TRUST

0.00%

Shares887

Event2026-06-30

Filed2026-07-20

UBER

UBER TECHNOLOGIES INC

14.44%

Shares626

Event2026-06-30

Filed2026-07-20

VDE

VANGUARD WORLD FD

6.79%

Shares299

Event2026-06-30

Filed2026-07-20

MTB

M & T BK CORP

5.68%

Shares186

Event2026-06-30

Filed2026-07-20

XLI

SELECT SECTOR SPDR TR

0.42%

Shares238

Event2026-06-30

Filed2026-07-20

CMS

CMS ENERGY CORP

3.80%

Shares574

Event2026-06-30

Filed2026-07-20

PFF

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

ETR

ENTERGY CORP NEW

1.33%

Shares382

Event2026-06-30

Filed2026-07-20

CRH

CRH PLC

18.21%

Shares409

Event2026-06-30

Filed2026-07-20

IDA

IDACORP INC

7.49%

Shares287

Event2026-06-30

Filed2026-07-20

IGV

ISHARES TR

1.27%

Shares479

Event2026-06-30

Filed2026-07-20

FXR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares473

Event2026-06-30

Filed2026-07-20

PBA

PEMBINA PIPELINE CORP

1.09%

Shares930

Event2026-06-30

Filed2026-07-20

EEMA

ISHARES INC

0.27%

Shares366

Event2026-06-30

Filed2026-07-20

INNOVATOR ETFS TRUST

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-20

ROAD

CONSTRUCTION PARTNERS INC

1.13%

Shares358

Event2026-06-30

Filed2026-07-20

MCO

MOODYS CORP

3.33%

Shares93

Event2026-06-30

Filed2026-07-20

ADOBE INC

69.42%

Shares205

Event2026-06-30

Filed2026-07-20

APD

AIR PRODUCTS AND CHEMICALS I

-27.78%

Shares143

Event2026-06-30

Filed2026-07-20

KROGER CO

74.13%

Shares754

Event2026-06-30

Filed2026-07-20

QUANTA SVCS INC

0.00%

Shares58

Event2026-06-30

Filed2026-07-20

EAGG

ISHARES TR

53.48%

Shares881

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

151.35%

Shares186

Event2026-06-30

Filed2026-07-20

DDTM

INNOVATOR ETFS TRUST

-1.00%

Shares2.1K

Event2026-06-30

Filed2026-07-20

VICI

VICI PPTYS INC

14.54%

Shares1.6K

Event2026-06-30

Filed2026-07-20

JBL

JABIL INC

3.88%

Shares107

Event2026-06-30

Filed2026-07-20

CRBN

ISHARES TR

0.62%

Shares162

Event2026-06-30

Filed2026-07-20

IBDY

ISHARES TR

72.45%

Shares1.6K

Event2026-06-30

Filed2026-07-20

SPHY

SPDR SERIES TRUST

-2.10%

Shares1.7K

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC

3.80%

Shares82

Event2026-06-30

Filed2026-07-20

PRU

PRUDENTIAL FINL INC

1.92%

Shares372

Event2026-06-30

Filed2026-07-20

REGN

REGENERON PHARMACEUTICALS

-5.88%

Shares64

Event2026-06-30

Filed2026-07-20

SUSC

ISHARES TR

105.57%

Shares1.7K

Event2026-06-30

Filed2026-07-20

IUSV

ISHARES TR

0.00%

Shares356

Event2026-06-30

Filed2026-07-20

ALAB

ASTERA LABS INC

350.00%

Shares81

Event2026-06-30

Filed2026-07-20

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

EQIX

EQUINIX INC

12.12%

Shares37

Event2026-06-30

Filed2026-07-20

VTES

VANGUARD WELLINGTON FD

0.00%

Shares377

Event2026-06-30

Filed2026-07-20

CAKE

CHEESECAKE FACTORY INC

0.00%

Shares477

Event2026-06-30

Filed2026-07-20

QYLD

GLOBAL X FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

SGOV

ISHARES TR

29.31%

Shares375

Event2026-06-30

Filed2026-07-20

VFMV

VANGUARD WELLINGTON FD

0.00%

Shares270

Event2026-06-30

Filed2026-07-20

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares306

Event2026-06-30

Filed2026-07-20

MUFG

MITSUBISHI UFJ FINANCIAL GRO

13.34%

Shares1.9K

Event2026-06-30

Filed2026-07-20

MNST

MONSTER BEVERAGE CORP NEW

3.19%

Shares388

Event2026-06-30

Filed2026-07-20

NSC

NORFOLK SOUTHN CORP

0.00%

Shares118

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available