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The Analysis of Piscataqua Savings Bank's Holdings & P&L

Currently, Piscataqua Savings Bank holds 412 types of securities in its portfolio with a total value $148.1M. In the most recent quarter, they have increased their positions in KLAC (+729 shares, valued at $219.9K), IGSB (+4.1K shares, valued at $214.8K), IEF (+1.6K shares, valued at $146.6K); decreased their positions in MSFT (-3.0K shares, valued at $1.1M), GOOGL (-2.3K shares, valued at $819.8K), NDSN (-2.5K shares, valued at $754.2K); initiated new positions in N/A (+501 shares, valued at $112.2K), N/A (+501 shares, valued at $110.8K), VUG (+876 shares, valued at $75.5K).

1M P&L

+297.2K+0.27%

3M P&L

+2.0M+1.87%

HY P&L

+4.2M+3.95%

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/A23.0M

19.4%

2Consumer Electronics10.3M

8.7%

3Internet Content & Information9.5M

8.0%

Top Industries by Stock Count

1N/A133 stocks

35.9%

2Drug Manufacturers - General10 stocks

2.7%

3Banks - Regional9 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC. COM35.6K shares-4.78%2026-06-302026-07-09

MSFT MICROSOFT CORP COM23.6K shares-11.23%2026-06-302026-07-09

GOOGL ALPHABET INC CL A22.8K shares-9.13%2026-06-302026-07-09

GLW CORNING INC COM24.8K shares-4.41%2026-06-302026-07-09

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM17.0K shares-8.25%2026-06-302026-07-09

NDSN NORDSON CORP NPV17.5K shares-12.50%2026-06-302026-07-09

SMH VANECK SEMICONDUCTOR ETF5.8K shares-0.09%2026-06-302026-07-09

AMZN AMAZON COM INC15.1K shares-0.10%2026-06-302026-07-09

Sponsored

TJX TJX COMPANIES, INC23.4K shares-9.20%2026-06-302026-07-09

BAC BANK OF AMER CORP COM51.7K shares-3.59%2026-06-302026-07-09

CISCO SYS INC COM CISCO SYS INC COM22.7K shares-10.43%2026-06-302026-07-09

MASTERCARD INC CL A MASTERCARD INC CL A5.0K shares-1.06%2026-06-302026-07-09

ABBVIE, INC ABBVIE, INC9.8K shares-12.74%2026-06-302026-07-09

RTX CORPORATION COM RTX CORPORATION COM13.0K shares-2.13%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC CL B4.7K shares-0.43%2026-06-302026-07-09

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM5.2K shares-0.23%2026-06-302026-07-09

Sponsored

UNP UNION PAC CORP COM7.9K shares-3.45%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO COM6.1K shares-1.42%2026-06-302026-07-09

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP6.5K shares-0.11%2026-06-302026-07-09

LLY LILLY ELI & CO COM1.6K shares0.00%2026-06-302026-07-09

TEL TE CONNECTIVITY PLC9.6K shares-3.74%2026-06-302026-07-09

VISA INC VISA INC5.1K shares-0.95%2026-06-302026-07-09

S & P 500 INDEX DEP RECEIPTS ETF S & P 500 INDEX DEP RECEIPTS ETF2.3K shares0.09%2026-06-302026-07-09

BLK BLACKROCK INC NPV1.8K shares-1.56%2026-06-302026-07-09

Sponsored

EXXON MOBIL CORP COM EXXON MOBIL CORP COM11.6K shares-5.09%2026-06-302026-07-09

CVX CHEVRON CORPORATION COM9.2K shares-14.65%2026-06-302026-07-09

TXN TEXAS INSTRS INC COM4.9K shares-3.46%2026-06-302026-07-09

GOOG ALPHABET INC CL C3.9K shares-9.87%2026-06-302026-07-09

MPC MARATHON PETROLEUM CORP4.8K shares0.00%2026-06-302026-07-09

WASTE MANAGEMENT INC COM WASTE MANAGEMENT INC COM5.3K shares-1.68%2026-06-302026-07-09

HD HOME DEPOT INC COM3.3K shares-2.20%2026-06-302026-07-09

VPU VANGUARD UTILITIES ETF5.9K shares-2.49%2026-06-302026-07-09

Sponsored

MCD MCDONALDS CORP COM4.1K shares-8.93%2026-06-302026-07-09

SYK STRYKER CORP COM3.5K shares-1.62%2026-06-302026-07-09

PNR PENTAIR PLC14.2K shares-0.84%2026-06-302026-07-09

CL COLGATE PALMOLIVE CO COM11.8K shares-6.44%2026-06-302026-07-09

SCHX SCHWAB US LARGE CAP36.0K shares0.00%2026-06-302026-07-09

PEP PEPSICO INC COM7.3K shares-10.55%2026-06-302026-07-09

PRU PRUDENTIAL FINANCIAL, INC COM8.5K shares-1.58%2026-06-302026-07-09

DIS DISNEY WALT CO COM8.4K shares-1.85%2026-06-302026-07-09

Sponsored

GE GE AEROSPACE2.2K shares-21.89%2026-06-302026-07-09

EFA ISHARES MSCI EAFE ETF7.6K shares0.00%2026-06-302026-07-09

GILD GILEAD SCIENCES COM6.2K shares0.00%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS COM2.7K shares-8.59%2026-06-302026-07-09

DHR DANAHER CORPORATION COM3.9K shares-0.38%2026-06-302026-07-09

FENI FIDELITY ENHANCED INTER ETF18.4K shares0.00%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC8.2K shares-0.61%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON COM2.7K shares-7.01%2026-06-302026-07-09

Sponsored

NVDA NVIDIA CORPORATION3.4K shares5.30%2026-06-302026-07-09

PG PROCTER AND GAMBLE CO COM4.3K shares-12.45%2026-06-302026-07-09

CSX CSX CORP13.1K shares0.00%2026-06-302026-07-09

SCHA SCHWAB US SMALL-CAP ETF17.2K shares0.00%2026-06-302026-07-09

STT STATE STR CORP COM3.6K shares-3.49%2026-06-302026-07-09

SCHF SCHWAB INTERNATIONAL EQUITY ETF22.0K shares0.00%2026-06-302026-07-09

VNQ VANGUARD REAL ESTATE ETF6.3K shares-4.55%2026-06-302026-07-09

XLB SPDR MATERIALS SELECT SECTOR ETF11.8K shares0.00%2026-06-302026-07-09

Sponsored

ABT ABBOTT LABS COM6.5K shares-9.71%2026-06-302026-07-09

WFC WELLS FARGO & CO NEW COM6.6K shares0.00%2026-06-302026-07-09

CARR CARRIER GLOBAL CORP COM7.3K shares-1.15%2026-06-302026-07-09

CMCSA COMCAST CORP NEW COM CL A20.9K shares-0.43%2026-06-302026-07-09

VTES VANGUARD WELLINGTON FD ST EX BOND ETF5.0K shares0.00%2026-06-302026-07-09

EEM ISHARES MSCI EMG MKT ETF7.4K shares0.00%2026-06-302026-07-09

VGK VANGUARD FTSE EUROPE ETF5.4K shares-43.63%2026-06-302026-07-09

CAT CATERPILLAR INC COM446 shares0.00%2026-06-302026-07-09

Sponsored

VOO VANGUARD INDEX FDS S&P 500 ETF SHS667 shares17.43%2026-06-302026-07-09

VV VANGUARD INDEX FDS LARGE CAP ETF1.3K shares-40.43%2026-06-302026-07-09

FTEC FID MSCI INFORMATION TECHNOLOGY INDEX1.5K shares-43.52%2026-06-302026-07-09

IWM ISHARES RUSSELL 2000 ETF1.4K shares0.00%2026-06-302026-07-09

MICROCHIP TECHNOLOGY INC COM MICROCHIP TECHNOLOGY INC COM4.5K shares-26.39%2026-06-302026-07-09

TDY TELEDYNE TECHNOLOGIES INC600 shares-0.50%2026-06-302026-07-09

COP CONOCOPHILLIPS COM3.7K shares-0.81%2026-06-302026-07-09

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF4.5K shares-25.69%2026-06-302026-07-09

Sponsored

PAAA PGIM AAA CLO ETF7.3K shares-3.97%2026-06-302026-07-09

INTC INTEL CORP COM2.6K shares-38.64%2026-06-302026-07-09

VEA VANGUARD DEV MKTS INDEX FD ETF5.0K shares-40.16%2026-06-302026-07-09

GD GENERAL DYNAMICS COM955 shares0.00%2026-06-302026-07-09

MRK MERCK & CO INC NEW2.6K shares-16.08%2026-06-302026-07-09

FMDE FIDELITY ENHANCED MID CAP ETF8.0K shares0.00%2026-06-302026-07-09

QQQ INVESCO QQQ TRUST SERIES 1 ETF431 shares-9.64%2026-06-302026-07-09

SCHH SCHWAB US REIT ETF13.2K shares0.00%2026-06-302026-07-09

Sponsored

SCHD SCHWAB U.S. DIVIDEND EQUITY ETF9.7K shares-5.82%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS COM7.0K shares-8.38%2026-06-302026-07-09

GEV GE VERNOVA INC250 shares-41.18%2026-06-302026-07-09

COR CENCORA INC975 shares0.00%2026-06-302026-07-09

MS MORGAN STANLEY COM1.3K shares-2.97%2026-06-302026-07-09

ADP AUTOMATIC DATA PROCESSING COM1.2K shares-7.62%2026-06-302026-07-09

FCOM FID MSCI COMMUNICATIONS SERVICES INDEX3.9K shares-40.68%2026-06-302026-07-09

IJR ISHARES S&P SMALL CAP 600 INDEX FD ETF1.8K shares-2.12%2026-06-302026-07-09

Sponsored

AWK AMERICAN WATER WORKS2.0K shares-16.59%2026-06-302026-07-09

DVY ISHARES SELECT DIVIDEND ETF1.6K shares-4.44%2026-06-302026-07-09

KLAC KLA CORPORATION810 shares900.00%2026-06-302026-07-09

IGIB ISHARES INTERM CREDIT BD ETF4.5K shares103.37%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP COM470 shares0.00%2026-06-302026-07-09

COSTCO WHOLESALE CORP COM COSTCO WHOLESALE CORP COM249 shares25.13%2026-06-302026-07-09

IGSB ISHARES TR 1-3 YEAR CR BD ETF4.4K shares1448.76%2026-06-302026-07-09

KO COCA COLA CO COM2.8K shares0.00%2026-06-302026-07-09

Sponsored

VWO VANGUARD EMERGING MARKETS ETF #9643.7K shares0.00%2026-06-302026-07-09

SCHG SCHWAB US LARGE-CAP GROWTH ETF6.3K shares0.00%2026-06-302026-07-09

IEF ISHARES 7-10 YEAR TREASURY BOND2.3K shares219.55%2026-06-302026-07-09

MO ALTRIA GROUP INC COM3.0K shares-16.73%2026-06-302026-07-09

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF2.2K shares-0.05%2026-06-302026-07-09

CMI CUMMINS INC279 shares0.00%2026-06-302026-07-09

IWF ISHARES RUS 1000 GROWTH ETF1.6K shares170.73%2026-06-302026-07-09

CONSTELLATION BRANDS CLASS A CONSTELLATION BRANDS CLASS A1.4K shares-8.04%2026-06-302026-07-09

Sponsored

ITW ILLINOIS TOOL WORKS INC COM700 shares0.00%2026-06-302026-07-09

TGT TARGET CORP COM1.4K shares0.00%2026-06-302026-07-09

BROADCOM INC BROADCOM INC490 shares32.43%2026-06-302026-07-09

PFF ISHARES TR PFD & INCOME SECS ETF6.1K shares0.00%2026-06-302026-07-09

CI CIGNA CORP660 shares0.00%2026-06-302026-07-09

FHLC FID MSCI HEALTH CARE INDEX2.3K shares-43.57%2026-06-302026-07-09

FESM FIDELITY ENHANCED SMALL CAP ETF3.7K shares0.00%2026-06-302026-07-09

NKE NIKE CORP COM4.3K shares-9.65%2026-06-302026-07-09

Sponsored

SCHB SCHWAB U.S. BROAD MARKET ETF6.0K shares0.00%2026-06-302026-07-09

ALGN ALIGN TECHNOLOGY INC1.0K shares-0.29%2026-06-302026-07-09

NVS NOVARTIS AG SPNSRD ADR1.1K shares-24.49%2026-06-302026-07-09

VPL VANGUARD PACIFIC STOCK INDEXFUND ETF1.4K shares-46.47%2026-06-302026-07-09

IYM ISHARES U.S. BASIC MTLS ETF920 shares-9.80%2026-06-302026-07-09

T AT&T INC COM7.9K shares0.00%2026-06-302026-07-09

LIN LINDE PLC NPV307 shares0.00%2026-06-302026-07-09

AMT AMERICAN TOWER CORP REIT947 shares0.00%2026-06-302026-07-09

Sponsored

EMR EMERSON ELECTRIC CO COM1.1K shares-4.52%2026-06-302026-07-09

VBK VANGUARD SMALL CAP GROWTH ETF400 shares0.00%2026-06-302026-07-09

SPSM SPDR SERIES TRUST ST STR SP600 SML2.5K shares-55.99%2026-06-302026-07-09

SPDR GOLD MINISHARES TRUST SPDR GOLD MINISHARES TRUST1.8K shares0.00%2026-06-302026-07-09

SCHI SCHWAB 5-10 YEAR CORPORATE BOND6.3K shares0.00%2026-06-302026-07-09

ETN EATON CORP PLC330 shares-30.67%2026-06-302026-07-09

SMBS SCHWAB MBS ETF5.2K shares0.00%2026-06-302026-07-09

BMY BRISTOL MYERS SQUIBB COM2.3K shares-25.86%2026-06-302026-07-09

Sponsored

DUK DUKE ENERGY CORP NEW1.0K shares0.00%2026-06-302026-07-09

WMT WALMART INC COM1.1K shares0.00%2026-06-302026-07-09

IJH ISHARES TR CORE S&P MID-CAP ETF1.7K shares-12.99%2026-06-302026-07-09

FDIS FID MSCI CONSUMER DISCRETIONARY INDEX1.3K shares-42.68%2026-06-302026-07-09

COF CAPITAL ONE FINANCIAL633 shares0.00%2026-06-302026-07-09

LOW LOWES COS INC COM574 shares-5.75%2026-06-302026-07-09

VLTO VERALTO CORP1.4K shares0.00%2026-06-302026-07-09

DGRW WISDOMTREE US QUALITY DIV GROWTH FD ETF1.3K shares0.00%2026-06-302026-07-09

Sponsored

PSX PHILLIPS 66714 shares0.00%2026-06-302026-07-09

VGT VANGUARD INFORMATION TECH ETF1.0K shares700.00%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC350 shares75.00%2026-06-302026-07-09

FSTA FID MSCI CONSUMER STAPLES INDEX2.2K shares-40.62%2026-06-302026-07-09

PM PHILIP MORRIS INTL INC635 shares-40.09%2026-06-302026-07-09

RWR SPDR SERIES TRUST ST STR DOW REIT1.0K shares-52.61%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC200 shares-1.48%2026-06-302026-07-09

HONEYWELL TECHNOLOGIES HONEYWELL TECHNOLOGIES501 sharesnew addition2026-06-302026-07-09

Sponsored

HEZU ISHARES CURRENCY HEDGE MSCI EUROZONE ETF2.2K shares-40.66%2026-06-302026-07-09

NSC NORFOLK SOUTHN CORP COM355 shares0.00%2026-06-302026-07-09

ORACLE CORP COM ORACLE CORP COM762 shares0.00%2026-06-302026-07-09

HONEYWELL AEROSPACE INC INC HONEYWELL AEROSPACE INC INC501 sharesnew addition2026-06-302026-07-09

IWR ISHARES RUSSELL MID-CAP ETF1.0K shares0.00%2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS LPCOM3.0K shares0.00%2026-06-302026-07-09

HIG HARTFORD INSURANCE GRP INC COM800 shares-20.00%2026-06-302026-07-09

VIGI VANGUARD INTERNATIONAL DIV APPRECIATION ETF1.1K shares0.00%2026-06-302026-07-09

Sponsored

VMBS VANGUARD MTG-BACKED SECS ETF2.2K shares0.00%2026-06-302026-07-09

ADI ANALOG DEVICES INC COM257 shares0.00%2026-06-302026-07-09

VTV VANGUARD VALUE INDEX ETF437 shares173.13%2026-06-302026-07-09

GWW W.W. GRAINGER INC COM70 shares0.00%2026-06-302026-07-09

ESGV VANGUARD ESQ US STOCK FD ETF711 shares0.00%2026-06-302026-07-09

EWJ ISHARES TR MSCI JAPAN ETF988 shares0.00%2026-06-302026-07-09

PH PARKER HANNIFIN CORP90 shares-10.00%2026-06-302026-07-09

DELL DELL TECHNOLOGIES INC CL C198 shares0.00%2026-06-302026-07-09

Sponsored

DOMINION ENERGY INC NPV DOMINION ENERGY INC NPV1.2K shares-18.46%2026-06-302026-07-09

ESQ ESQUIRE FINL HLDGS INC700 shares-56.25%2026-06-302026-07-09

MDLZ MONDELEZ INTL INC1.4K shares-19.64%2026-06-302026-07-09

SDY SPDR S&P DIVIDEND ETF515 shares0.00%2026-06-302026-07-09

CVS CVS HEALTH CORP COM742 shares-10.82%2026-06-302026-07-09

WELL WELLTOWER INC338 shares0.00%2026-06-302026-07-09

VUG VANGUARD GROWTH INDEX FD ETF876 sharesnew addition2026-06-302026-07-09

ACCENTURE PLC ACCENTURE PLC596 shares-2.77%2026-06-302026-07-09

Sponsored

MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF976 shares0.00%2026-06-302026-07-09

VO VANGUARD INDEX FDS MID CAP ETF884 shares624.59%2026-06-302026-07-09

IWD ISHARES RUS 1000 VALUE ETF290 shares0.00%2026-06-302026-07-09

IJJ ISHARES S&P MIDCAP 400 VL ETF474 shares0.00%2026-06-302026-07-09

SCHE SCHWAB EMERGING MARKETS EQUITY1.9K shares-42.64%2026-06-302026-07-09

AEP AMERICAN ELEC PWR CO INC COM500 shares0.00%2026-06-302026-07-09

ICE INTERCONTINENTAL EXCHANGE INC541 shares0.00%2026-06-302026-07-09

RSP INVESCO S&P 500 EQUAL WEIGHT ETF307 shares-11.01%2026-06-302026-07-09

Sponsored

VXF VANGUARD EXTENDED MARKET ETF265 shares0.00%2026-06-302026-07-09

Q QNITY ELECTRONICS INC COMMON STOCK397 shares-9.36%2026-06-302026-07-09

VCLT VANGUARD FD LT CORP BD ETF860 sharesnew addition2026-06-302026-07-09

KMB KIMBERLY- CLARK CORP COM587 shares-40.53%2026-06-302026-07-09

GLD SPDR GOLD TRUST ETF172 shares-68.44%2026-06-302026-07-09

EVR EVERCORE INC180 shares0.00%2026-06-302026-07-09

AFL AFLAC, INC. COM520 shares0.00%2026-06-302026-07-09

NZF NUVEEN MUNICIPAL CREDIT INCOME FUND4.8K shares0.00%2026-06-302026-07-09

Sponsored

BKLN INVESCO SENIOR LOAN ETF2.9K shares0.00%2026-06-302026-07-09

GOVT ISHARES US TREASURY BOND ETF2.6K shares0.00%2026-06-302026-07-09

OTIS OTIS WORLDWIDE CORP822 shares0.00%2026-06-302026-07-09

C CITIGROUP INC420 shares55.56%2026-06-302026-07-09

DXJ WISDOMTREE JAPAN HEDGED EQUITY FD ETF334 shares-43.96%2026-06-302026-07-09

FAST FASTENAL CO1.2K shares0.00%2026-06-302026-07-09

FNCL FID MSCI FINANCIALS INDEX743 shares-60.16%2026-06-302026-07-09

XLI SPDR INDUSTRIAL SELECT SECTOR ETF306 shares0.00%2026-06-302026-07-09

Sponsored

XLF SPDR FINANCIAL SELECT SECTOR ETF1.1K shares0.00%2026-06-302026-07-09

XLK SPDR TECHNOLOGY SELECT SECTOR ETF296 shares0.00%2026-06-302026-07-09

RKLB ROCKET LAB CORP550 sharesnew addition2026-06-302026-07-09

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF975 shares0.00%2026-06-302026-07-09

ISHARES CORE U S AGGREGATE BOND ETF ISHARES CORE U S AGGREGATE BOND ETF551 sharesnew addition2026-06-302026-07-09

ALL ALLSTATE CORP COM225 shares-68.97%2026-06-302026-07-09

EFX EQUIFAX INC COM337 shares-2.88%2026-06-302026-07-09

VHT VANGUARD HEALTH CARE ETF178 shares-45.90%2026-06-302026-07-09

Sponsored

TRAVELERS COS INC COM TRAVELERS COS INC COM158 shares0.00%2026-06-302026-07-09

PPG PPG INDS INC COM430 shares0.00%2026-06-302026-07-09

CORTEVA INC CORTEVA INC583 shares0.00%2026-06-302026-07-09

IHE ISHARES TR US PHARMACEUTICAL ETF498 shares0.00%2026-06-302026-07-09

TT TRANE TECHNOLOGIES PLC100 shares0.00%2026-06-302026-07-09

ASTS AST SPACEMOBILE CLASS A550 sharesnew addition2026-06-302026-07-09

CLX CLOROX CO500 shares0.00%2026-06-302026-07-09

EXE EXPAND ENERGY CORP520 shares0.00%2026-06-302026-07-09

Sponsored

MEDTRONIC PLC MEDTRONIC PLC606 shares-6.19%2026-06-302026-07-09

DAL DELTA AIRLINES INC500 shares0.00%2026-06-302026-07-09

NU NU HOLDINGS LIMITED3.5K shares16.67%2026-06-302026-07-09

CAH CARDINAL HEALTH INC COM188 shares-68.03%2026-06-302026-07-09

IRM IRON MTN I COM NPV353 shares0.00%2026-06-302026-07-09

WEC WEC ENERGY GROUP INC378 shares0.00%2026-06-302026-07-09

ECL ECOLAB INC COM156 shares-11.36%2026-06-302026-07-09

ORLY O'REILLY AUTOMOTIVE INC450 shares0.00%2026-06-302026-07-09

Sponsored

BKNG BOOKING HOLDINGS INC225 shares2400.00%2026-06-302026-07-09

MDY STATE STREET SPDR S&P 400 ETF56 shares0.00%2026-06-302026-07-09

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC286 sharesnew addition2026-06-302026-07-09

APPLIED MATERIALS INC COM APPLIED MATERIALS INC COM53 shares0.00%2026-06-302026-07-09

BDX BECTON-DICKINSON & CO COM245 shares0.00%2026-06-302026-07-09

AGILENT TECHNOLOGIES COM AGILENT TECHNOLOGIES COM277 shares0.00%2026-06-302026-07-09

SBUX STARBUCKS CORP COM345 shares-10.39%2026-06-302026-07-09

FNDB SCHWAB FUNDAMENTAL US BROAD MARKET ETF1.2K sharesnew addition2026-06-302026-07-09

Sponsored

VIG VANGUARD DIV APPRECIATION ETF148 shares0.00%2026-06-302026-07-09

WAB WABTEC128 shares0.00%2026-06-302026-07-09

XLP SPDR CONSUMER STAPLES SELECT SECTOR ETF405 shares0.00%2026-06-302026-07-09

TOST TOAST INC1.2K shares0.00%2026-06-302026-07-09

CME CME GROUP INC COM151 shares0.00%2026-06-302026-07-09

SOUTHERN CO COM SOUTHERN CO COM340 shares-46.88%2026-06-302026-07-09

FTV FORTIVE CORP USD 0.01527 shares0.00%2026-06-302026-07-09

FXD FIRST TRUST CONSUMER DISCRET EFT465 shares0.00%2026-06-302026-07-09

Sponsored

VSGX VANGUARD WORLD FUND ETF390 shares0.00%2026-06-302026-07-09

TD TORONTO-DOMINION BANK NEW COM263 shares0.00%2026-06-302026-07-09

ROST ROSS STORES INC150 shares0.00%2026-06-302026-07-09

ATR APTARGROUP INC USD253 shares0.00%2026-06-302026-07-09

3M CO COM 3M CO COM194 shares0.00%2026-06-302026-07-09

BA BOEING COMPANY COM145 shares0.00%2026-06-302026-07-09

ADSK AUTODESK INC COM160 shares0.00%2026-06-302026-07-09

FXZ FIRST TRUST MTRLS ALPHADEX ETF390 shares0.00%2026-06-302026-07-09

Sponsored

XEL XCEL ENERGY INC COM375 shares-34.78%2026-06-302026-07-09

BR BROADRIDGE FINL SOLUTIONS COM215 shares0.00%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC COM50 sharesnew addition2026-06-302026-07-09

WTRG ESSENTIAL UTILITIES INC750 shares0.00%2026-06-302026-07-09

INDB INDEPENDENT BANK CORP342 shares0.00%2026-06-302026-07-09

GSK PLC 25P ADR GSK PLC 25P ADR545 shares0.00%2026-06-302026-07-09

QCOM QUALCOMM INC COM150 shares-62.50%2026-06-302026-07-09

AMGN AMGEN INC COM75 shares-83.59%2026-06-302026-07-09

Sponsored

APD AIR PRODUCTS & CHEMS INC COM92 shares-86.51%2026-06-302026-07-09

UPS UNITED PARCEL SERVICE INC CL B250 shares0.00%2026-06-302026-07-09

SYY SYSCO CORP COM308 shares0.00%2026-06-302026-07-09

LUV SOUTHWEST AIRLINES CO COM500 shares0.00%2026-06-302026-07-09

AMERIPRISE FINANCIAL INC COM AMERIPRISE FINANCIAL INC COM55 shares0.00%2026-06-302026-07-09

O REALTY INCOME CORP REIT COM400 shares0.00%2026-06-302026-07-09

DEO DIAGEO PLC SPON ADR NEW308 shares-14.21%2026-06-302026-07-09

MRNA MODERNA INC350 shares40.00%2026-06-302026-07-09

Sponsored

MKC MCCORMICK & CO COM482 shares0.00%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC COM24 shares0.00%2026-06-302026-07-09

PHO INVESCO WATER RESOURCES ETF350 shares0.00%2026-06-302026-07-09

DE DEERE & CO38 shares0.00%2026-06-302026-07-09

BIL SPDR BLOOMBERG 1-3 T-BILL ETF263 shares0.00%2026-06-302026-07-09

AIG AMERICAN INTL GROUP INC NEW322 shares0.00%2026-06-302026-07-09

GIS GENERAL MILLS INC COM686 shares0.00%2026-06-302026-07-09

VONV VANGUARD RUSSELL 1000 VALUE216 shares0.00%2026-06-302026-07-09

Sponsored

UTF COHEN & STEERS INFRASTRCTR FD ETF829 shares0.00%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC COM45 shares-13.46%2026-06-302026-07-09

VCIT VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF269 shares0.00%2026-06-302026-07-09

DOW DOW INC812 shares0.00%2026-06-302026-07-09

IHF ISHARES TR US HLTHCR PR ETF400 shares0.00%2026-06-302026-07-09

ZBH ZIMMER BIOMET HLDGS INC COM257 shares-13.47%2026-06-302026-07-09

MFC MANULIFE FINL CORP545 shares0.00%2026-06-302026-07-09

IYK ISHARES U.S. CONSUMR STAPLES ETF300 shares0.00%2026-06-302026-07-09

Sponsored

LRCX LAM NPV50 shares-44.44%2026-06-302026-07-09

MTB M&T BANK CORP91 shares0.00%2026-06-302026-07-09

MMC MARSH & MCLENNAN COS INC COM129 shares0.00%2026-06-302026-07-09

FPE FIRST TRUST PFD ETF1.2K shares0.00%2026-06-302026-07-09

ELV ELEVANCE HEALTH INC55 shares-20.29%2026-06-302026-07-09

XLV SPDR HEALTH CARE SELECT SECTOR ETF134 shares0.00%2026-06-302026-07-09

DGS WISDOMTREE EMERGING MARKETS SMALLCP DIV FD ETF328 shares0.00%2026-06-302026-07-09

GM GENERAL MOTORS CO275 shares0.00%2026-06-302026-07-09

Sponsored

JP MORGAN NASDAQ EQUITY PREM JP MORGAN NASDAQ EQUITY PREM335 shares0.00%2026-06-302026-07-09

USIG ISHARES INVT GRD BD396 shares0.00%2026-06-302026-07-09

ICF ISHARES SELECT U.S. REIT ETF300 shares0.00%2026-06-302026-07-09

SLB SCHLUMBERGER LTD COM STK436 shares0.00%2026-06-302026-07-09

SMMD ISHARES RUSSELL 2500 ETF220 shares0.00%2026-06-302026-07-09

TIP ISHARES TIPS BD ETF184 shares0.00%2026-06-302026-07-09

EG EVEREST GROUP LTD COM56 shares0.00%2026-06-302026-07-09

AVDV AVANTIS INTL SMALL CAP VALUE ETF186 shares0.00%2026-06-302026-07-09

Sponsored

SCHW SCHWAB CHARLES CORP COM207 shares-19.46%2026-06-302026-07-09

IJK ISHARES S&P MIDCAP 400 GR ETF160 shares0.00%2026-06-302026-07-09

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP485 shares0.00%2026-06-302026-07-09

MAR MARRIOTT INTERNATIONAL - A COM50 shares0.00%2026-06-302026-07-09

PNC PNC FINANCIAL SERVICES GROUPCOM75 shares0.00%2026-06-302026-07-09

TFC TRUIST FINANCIAL CORP360 shares0.00%2026-06-302026-07-09

FDX FEDEX CORPORATION COM57 shares-18.57%2026-06-302026-07-09

LRGF ISHARES US EQUITY FACTOR ETF235 sharesnew addition2026-06-302026-07-09

Sponsored

SCHJ SCHWAB 1-5 YEAR CORPORATE BOND711 shares0.00%2026-06-302026-07-09

FI FISERV INC COM355 shares0.00%2026-06-302026-07-09

AJG GALLAGHER ARTHUR J & CO COM75 shares0.00%2026-06-302026-07-09

INTU INTUIT INC65 shares0.00%2026-06-302026-07-09

VEU VANGUARD FTSE ALL-WORLD EX-US SHS ETF200 shares0.00%2026-06-302026-07-09

KBWB INVESCO KBW ETF180 shares0.00%2026-06-302026-07-09

BAX BAXTER INTL INC COM782 shares0.00%2026-06-302026-07-09

ONDS ONDAS INC COM NEW2.0K shares0.00%2026-06-302026-07-09

Sponsored

CEG CONSTELLATION ENERGY CORP66 shares0.00%2026-06-302026-07-09

DHI D R HORTON INC100 shares0.00%2026-06-302026-07-09

LCTX LINEAGE CELL THERAPUTICS INC12.5K shares0.00%2026-06-302026-07-09

USB U.S. BANCORP COM269 shares0.00%2026-06-302026-07-09

GERN GERON CORP12.5K shares0.00%2026-06-302026-07-09

UTL UNITIL CORP COM300 shares0.00%2026-06-302026-07-09

EL ESTEE LAUDER COM200 shares0.00%2026-06-302026-07-09

USHY ISHARES TR BROAD USD HIGH YIELD COR ETF420 shares150.00%2026-06-302026-07-09

Sponsored

CNC CENTENE CORP240 shares0.00%2026-06-302026-07-09

XLY SPDR CONSUMER FUND130 shares0.00%2026-06-302026-07-09

ALNYLAM PHARMA ALNYLAM PHARMA50 shares0.00%2026-06-302026-07-09

ES EVERSOURCE ENERGY200 shares0.00%2026-06-302026-07-09

WPC W P CAREY INC200 shares-27.27%2026-06-302026-07-09

SJM SMUCKER J M CO COM125 shares0.00%2026-06-302026-07-09

F FORD MOTOR CO DEL COM1.0K shares-70.45%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MFG COM29 shares0.00%2026-06-302026-07-09

Sponsored

PLD PROLOGIS INC100 shares0.00%2026-06-302026-07-09

BRO BROWN & BROWN INC COM204 shares0.00%2026-06-302026-07-09

AMX AMERICA MOVIL NPV ADR500 shares0.00%2026-06-302026-07-09

BK BANK OF NEW YORK MELLON CORP COM89 shares0.00%2026-06-302026-07-09

CRL CHARLES RIVER LABS INTL INC55 shares0.00%2026-06-302026-07-09

TTE TOTALENERGIES SE ACT160 shares0.00%2026-06-302026-07-09

HAWX ISHARES CURRENCY HEDGED MSCIACWI EX US ETF265 sharesnew addition2026-06-302026-07-09

LQD ISHARES IBOXX INV CP ETF110 shares0.00%2026-06-302026-07-09

Sponsored

NVO NOVO-NORDISK A S DKK ADR250 shares0.00%2026-06-302026-07-09

ASML ASML HOLDINGS N V6 shares0.00%2026-06-302026-07-09

EMO CLEARBRIDGE ENERGY MLP ETF238 shares0.00%2026-06-302026-07-09

GRMN GARMIN LTD50 shares0.00%2026-06-302026-07-09

SOLS SOLSTICE ADVANCED MATLS INC COM SHS134 shares-35.89%2026-06-302026-07-09

VCSH VANGUARD SHORT-TERM CORP BD ETF150 shares0.00%2026-06-302026-07-09

NDAQ NASDAQ INC150 shares0.00%2026-06-302026-07-09

WAT WATERS CORPORATION31 shares-76.34%2026-06-302026-07-09

Sponsored

ISRG INTUITIVE SURGICAL28 shares0.00%2026-06-302026-07-09

PAYX PAYCHEX INC COM113 shares0.00%2026-06-302026-07-09

GEHC GE HEALTHCARE TECHNOLOGIES INC173 shares0.00%2026-06-302026-07-09

ADOBE SYSTEMS INC ADOBE SYSTEMS INC54 shares0.00%2026-06-302026-07-09

QUANTA SERVICES INC QUANTA SERVICES INC15 shares0.00%2026-06-302026-07-09

PFE PFIZER INC COM439 shares-26.71%2026-06-302026-07-09

DES WISDOMTREE US SMALLCAP DIVIDEND FD ETF258 shares0.00%2026-06-302026-07-09

WMB WILLIAMS CO INC COM140 shares0.00%2026-06-302026-07-09

Sponsored

CRDL CARDIOL THERAPEUTICS I5.0K shares0.00%2026-06-302026-07-09

IWB ISHARES RUSSELL 1000 ETF25 shares0.00%2026-06-302026-07-09

CRWV COREWEAVE INC COM CL A100 sharesnew addition2026-06-302026-07-09

OGE OGE ENERGY CORP USD200 shares0.00%2026-06-302026-07-09

ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF200 shares0.00%2026-06-302026-07-09

TLH ISHARES 10-20 YR TREAS94 shares0.00%2026-06-302026-07-09

EXC EXELON CORP COM200 shares0.00%2026-06-302026-07-09

EOS EATON VANCE ENHANCED EQUITY INCOME FD II410 shares0.00%2026-06-302026-07-09

Sponsored

HSY HERSHEY COMPANY50 shares0.00%2026-06-302026-07-09

COO COOPER COS INC NPV120 shares0.00%2026-06-302026-07-09

FITB FIFTH THIRD BANCORP COM150 shares0.00%2026-06-302026-07-09

TAK TAKEDA PHARMACEUTICAL CO LTD518 shares0.00%2026-06-302026-07-09

WY WEYERHAEUSER CO340 shares0.00%2026-06-302026-07-09

CRM SALESFORCE INC50 shares-24.24%2026-06-302026-07-09

NEA NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF645 shares0.00%2026-06-302026-07-09

PNW PINNACLE WEST CAP CORP COM70 shares0.00%2026-06-302026-07-09

Sponsored

APH AMPHENOL CORP CL A42 shares0.00%2026-06-302026-07-09

UL UNILEVER PLC SPON ADR NEW115 shares0.00%2026-06-302026-07-09

XLE CEF SELECT SECTOR SPDR UNIT INVT TR130 shares0.00%2026-06-302026-07-09

FDS FACTSET RESEARCH SYSTEMS29 shares0.00%2026-06-302026-07-09

HPI HANCOCK JOHN PFD INCOME FD400 shares0.00%2026-06-302026-07-09

HLN HALEON PLC682 shares0.00%2026-06-302026-07-09

SCZ ISHARES EAFE SMALL-CAP ETF75 sharesnew addition2026-06-302026-07-09

MCK MCKESSON CORPORATION COM8 shares0.00%2026-06-302026-07-09

Sponsored

NETFLIX INC NETFLIX INC80 shares0.00%2026-06-302026-07-09

CPRT COPART INC200 shares0.00%2026-06-302026-07-09

KHC KRAFT HEINZ CO235 shares-32.86%2026-06-302026-07-09

CFG CITIZENS FINANCIAL GROUP75 shares0.00%2026-06-302026-07-09

SHEL SHELL PLC NPV ADR66 shares0.00%2026-06-302026-07-09

FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF110 sharesnew addition2026-06-302026-07-09

INTF ISHARES INTL EQUITY FACTOR ETF115 sharesnew addition2026-06-302026-07-09

SYF SYNCHRONY FINANCIAL59 shares0.00%2026-06-302026-07-09

Sponsored

IWP ISHARES RUSSELL MID-CAP GROWTH ETF30 shares0.00%2026-06-302026-07-09

FEDEX FGHT HLDG CO INC COMMON STOCK FEDEX FGHT HLDG CO INC COMMON STOCK28 sharesnew addition2026-06-302026-07-09

XT ISHARES EXPONENTIAL TECHNOLOGIES ETF50 shares0.00%2026-06-302026-07-09

IYC ISHARES U.S. CNSMR DISC ETF40 shares0.00%2026-06-302026-07-09

AGM FEDERAL AGRIC MTG CORP20 shares0.00%2026-06-302026-07-09

TROW T ROWE PRICE GROUP INC COM33 shares0.00%2026-06-302026-07-09

CRON CRONOS GROUP INC1.3K shares0.00%2026-06-302026-07-09

FTRI FIRST TRUST TR FD II IND ETF230 shares0.00%2026-06-302026-07-09

Sponsored

FMQQ FMQQ THE NEXT FRONTIER INTERNET ETF300 shares0.00%2026-06-302026-07-09

BSX BOSTON SCIENTIFIC CORP COM80 shares0.00%2026-06-302026-07-09

ENB ENBRIDGE INC53 shares-93.69%2026-06-302026-07-09

PBW INVESCO WILDERHILL CLN ENRGY ETF71 shares0.00%2026-06-302026-07-09

RAL RALLIANT CORP COM36 shares0.00%2026-06-302026-07-09

FNF FIDELITY NATL FINL INC50 shares0.00%2026-06-302026-07-09

VNT VONTIER CORP80 shares0.00%2026-06-302026-07-09

PGX INVESCO EXCH TRADED FD TR II PFD ETF200 shares-92.24%2026-06-302026-07-09

Sponsored

MET METLIFE INC COM25 shares0.00%2026-06-302026-07-09

VSNT VERSANT MEDIA GROUP INC COM CL A57 shares-73.85%2026-06-302026-07-09

MTCH MATCH GROUP INC48 shares0.00%2026-06-302026-07-09

XLRE REAL ESTATE SELECT SECT SPDR41 shares0.00%2026-06-302026-07-09

TSLA TESLA INC4 shares0.00%2026-06-302026-07-09

ADVISORSH PURE US CANNABIS ETF ADVISORSH PURE US CANNABIS ETF315 shares0.00%2026-06-302026-07-09

QQQM INVESCO NASDAQ 100 ETF5 shares0.00%2026-06-302026-07-09

SAMG SILVERCREST ASSET MGMT125 shares0.00%2026-06-302026-07-09

Sponsored

VXUS VANGUARD TOTAL INTL STOCK INDEX FD ETF12 shares0.00%2026-06-302026-07-09

AVY AVERY DENNISON CORPORATION COM5 shares-61.54%2026-06-302026-07-09

VTRS VIATRIS INC NPV41 shares0.00%2026-06-302026-07-09

MICC MAGNUM ICE CREAM CO NV ORD SHS26 shares0.00%2026-06-302026-07-09

OGN ORGANON & CO20 shares0.00%2026-06-302026-07-09

IMDX INSIGHT MOLECULAR DIAGNOSTIC25 shares0.00%2026-06-302026-07-09

TLRY TILRAY BRANDS INC COM21 shares0.00%2026-06-302026-07-09

FG F&G ANNUITIES & LIFE INC3 shares0.00%2026-06-302026-07-09

Sponsored

KD KYNDRYL HLDGS INC USD5 shares-80.00%2026-06-302026-07-09

SER SERINA THERAPEUTICS INC28 shares0.00%2026-06-302026-07-09

EMBC EMBECTA CORP10 shares0.00%2026-06-302026-07-09

CGC CANOPY GROWTH CORP NPV32 shares0.00%2026-06-302026-07-09

AAPL

APPLE INC. COM

-4.78%

Shares35.6K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP COM

-11.23%

Shares23.6K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC CL A

-9.13%

Shares22.8K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC COM

-4.41%

Shares24.8K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO COM

-8.25%

Shares17.0K

Event2026-06-30

Filed2026-07-09

NDSN

NORDSON CORP NPV

-12.50%

Shares17.5K

Event2026-06-30

Filed2026-07-09

SMH

VANECK SEMICONDUCTOR ETF

-0.09%

Shares5.8K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-0.10%

Shares15.1K

Event2026-06-30

Filed2026-07-09

TJX

TJX COMPANIES, INC

-9.20%

Shares23.4K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP COM

-3.59%

Shares51.7K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC COM

-10.43%

Shares22.7K

Event2026-06-30

Filed2026-07-09

MASTERCARD INC CL A

-1.06%

Shares5.0K

Event2026-06-30

Filed2026-07-09

ABBVIE, INC

-12.74%

Shares9.8K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION COM

-2.13%

Shares13.0K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC CL B

-0.43%

Shares4.7K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC COM

-0.23%

Shares5.2K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP COM

-3.45%

Shares7.9K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO COM

-1.42%

Shares6.1K

Event2026-06-30

Filed2026-07-09

ROYAL CARIBBEAN GROUP

-0.11%

Shares6.5K

Event2026-06-30

Filed2026-07-09

LLY

LILLY ELI & CO COM

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-09

TEL

TE CONNECTIVITY PLC

-3.74%

Shares9.6K

Event2026-06-30

Filed2026-07-09

VISA INC

-0.95%

Shares5.1K

Event2026-06-30

Filed2026-07-09

S & P 500 INDEX DEP RECEIPTS ETF

0.09%

Shares2.3K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC NPV

-1.56%

Shares1.8K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP COM

-5.09%

Shares11.6K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION COM

-14.65%

Shares9.2K

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC COM

-3.46%

Shares4.9K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC CL C

-9.87%

Shares3.9K

Event2026-06-30

Filed2026-07-09

MPC

MARATHON PETROLEUM CORP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-09

WASTE MANAGEMENT INC COM

-1.68%

Shares5.3K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC COM

-2.20%

Shares3.3K

Event2026-06-30

Filed2026-07-09

VPU

VANGUARD UTILITIES ETF

-2.49%

Shares5.9K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP COM

-8.93%

Shares4.1K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORP COM

-1.62%

Shares3.5K

Event2026-06-30

Filed2026-07-09

PNR

PENTAIR PLC

-0.84%

Shares14.2K

Event2026-06-30

Filed2026-07-09

COLGATE PALMOLIVE CO COM

-6.44%

Shares11.8K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB US LARGE CAP

0.00%

Shares36.0K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC COM

-10.55%

Shares7.3K

Event2026-06-30

Filed2026-07-09

PRU

PRUDENTIAL FINANCIAL, INC COM

-1.58%

Shares8.5K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO COM

-1.85%

Shares8.4K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

-21.89%

Shares2.2K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES MSCI EAFE ETF

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES COM

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS COM

-8.59%

Shares2.7K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORPORATION COM

-0.38%

Shares3.9K

Event2026-06-30

Filed2026-07-09

FENI

FIDELITY ENHANCED INTER ETF

0.00%

Shares18.4K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

-0.61%

Shares8.2K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON COM

-7.01%

Shares2.7K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

5.30%

Shares3.4K

Event2026-06-30

Filed2026-07-09

PROCTER AND GAMBLE CO COM

-12.45%

Shares4.3K

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB US SMALL-CAP ETF

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-09

STT

STATE STR CORP COM

-3.49%

Shares3.6K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD REAL ESTATE ETF

-4.55%

Shares6.3K

Event2026-06-30

Filed2026-07-09

XLB

SPDR MATERIALS SELECT SECTOR ETF

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABS COM

-9.71%

Shares6.5K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO NEW COM

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-09

CARR

CARRIER GLOBAL CORP COM

-1.15%

Shares7.3K

Event2026-06-30

Filed2026-07-09

CMCSA

COMCAST CORP NEW COM CL A

-0.43%

Shares20.9K

Event2026-06-30

Filed2026-07-09

VTES

VANGUARD WELLINGTON FD ST EX BOND ETF

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES MSCI EMG MKT ETF

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-09

VGK

VANGUARD FTSE EUROPE ETF

-43.63%

Shares5.4K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC COM

0.00%

Shares446

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS S&P 500 ETF SHS

17.43%

Shares667

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS LARGE CAP ETF

-40.43%

Shares1.3K

Event2026-06-30

Filed2026-07-09

FTEC

FID MSCI INFORMATION TECHNOLOGY INDEX

-43.52%

Shares1.5K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES RUSSELL 2000 ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

MICROCHIP TECHNOLOGY INC COM

-26.39%

Shares4.5K

Event2026-06-30

Filed2026-07-09

TDY

TELEDYNE TECHNOLOGIES INC

-0.50%

Shares600

Event2026-06-30

Filed2026-07-09

COP

CONOCOPHILLIPS COM

-0.81%

Shares3.7K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-25.69%

Shares4.5K

Event2026-06-30

Filed2026-07-09

PAAA

PGIM AAA CLO ETF

-3.97%

Shares7.3K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP COM

-38.64%

Shares2.6K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD DEV MKTS INDEX FD ETF

-40.16%

Shares5.0K

Event2026-06-30

Filed2026-07-09

GENERAL DYNAMICS COM

0.00%

Shares955

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC NEW

-16.08%

Shares2.6K

Event2026-06-30

Filed2026-07-09

FMDE

FIDELITY ENHANCED MID CAP ETF

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TRUST SERIES 1 ETF

-9.64%

Shares431

Event2026-06-30

Filed2026-07-09

SCHH

SCHWAB US REIT ETF

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

-5.82%

Shares9.7K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS COM

-8.38%

Shares7.0K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

-41.18%

Shares250

Event2026-06-30

Filed2026-07-09

COR

CENCORA INC

0.00%

Shares975

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY COM

-2.97%

Shares1.3K

Event2026-06-30

Filed2026-07-09

ADP

AUTOMATIC DATA PROCESSING COM

-7.62%

Shares1.2K

Event2026-06-30

Filed2026-07-09

FCOM

FID MSCI COMMUNICATIONS SERVICES INDEX

-40.68%

Shares3.9K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES S&P SMALL CAP 600 INDEX FD ETF

-2.12%

Shares1.8K

Event2026-06-30

Filed2026-07-09

AWK

AMERICAN WATER WORKS

-16.59%

Shares2.0K

Event2026-06-30

Filed2026-07-09

DVY

ISHARES SELECT DIVIDEND ETF

-4.44%

Shares1.6K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORPORATION

900.00%

Shares810

Event2026-06-30

Filed2026-07-09

IGIB

ISHARES INTERM CREDIT BD ETF

103.37%

Shares4.5K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP COM

0.00%

Shares470

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORP COM

25.13%

Shares249

Event2026-06-30

Filed2026-07-09

IGSB

ISHARES TR 1-3 YEAR CR BD ETF

1448.76%

Shares4.4K

Event2026-06-30

Filed2026-07-09

COCA COLA CO COM

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD EMERGING MARKETS ETF #964

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB US LARGE-CAP GROWTH ETF

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-09

IEF

ISHARES 7-10 YEAR TREASURY BOND

219.55%

Shares2.3K

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC COM

-16.73%

Shares3.0K

Event2026-06-30

Filed2026-07-09

ISHARES CORE MSCI EAFE ETF

-0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-09

CMI

CUMMINS INC

0.00%

Shares279

Event2026-06-30

Filed2026-07-09

IWF

ISHARES RUS 1000 GROWTH ETF

170.73%

Shares1.6K

Event2026-06-30

Filed2026-07-09

CONSTELLATION BRANDS CLASS A

-8.04%

Shares1.4K

Event2026-06-30

Filed2026-07-09

ITW

ILLINOIS TOOL WORKS INC COM

0.00%

Shares700

Event2026-06-30

Filed2026-07-09

TGT

TARGET CORP COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

32.43%

Shares490

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR PFD & INCOME SECS ETF

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-09

CIGNA CORP

0.00%

Shares660

Event2026-06-30

Filed2026-07-09

FHLC

FID MSCI HEALTH CARE INDEX

-43.57%

Shares2.3K

Event2026-06-30

Filed2026-07-09

FESM

FIDELITY ENHANCED SMALL CAP ETF

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-09

NKE

NIKE CORP COM

-9.65%

Shares4.3K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB U.S. BROAD MARKET ETF

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-09

ALGN

ALIGN TECHNOLOGY INC

-0.29%

Shares1.0K

Event2026-06-30

Filed2026-07-09

NVS

NOVARTIS AG SPNSRD ADR

-24.49%

Shares1.1K

Event2026-06-30

Filed2026-07-09

VPL

VANGUARD PACIFIC STOCK INDEXFUND ETF

-46.47%

Shares1.4K

Event2026-06-30

Filed2026-07-09

IYM

ISHARES U.S. BASIC MTLS ETF

-9.80%

Shares920

Event2026-06-30

Filed2026-07-09

AT&T INC COM

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-09

LIN

LINDE PLC NPV

0.00%

Shares307

Event2026-06-30

Filed2026-07-09

AMT

AMERICAN TOWER CORP REIT

0.00%

Shares947

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELECTRIC CO COM

-4.52%

Shares1.1K

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD SMALL CAP GROWTH ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-09

SPSM

SPDR SERIES TRUST ST STR SP600 SML

-55.99%

Shares2.5K

Event2026-06-30

Filed2026-07-09

SPDR GOLD MINISHARES TRUST

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

SCHI

SCHWAB 5-10 YEAR CORPORATE BOND

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

-30.67%

Shares330

Event2026-06-30

Filed2026-07-09

SMBS

SCHWAB MBS ETF

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL MYERS SQUIBB COM

-25.86%

Shares2.3K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR CORE S&P MID-CAP ETF

-12.99%

Shares1.7K

Event2026-06-30

Filed2026-07-09

FDIS

FID MSCI CONSUMER DISCRETIONARY INDEX

-42.68%

Shares1.3K

Event2026-06-30

Filed2026-07-09

COF

CAPITAL ONE FINANCIAL

0.00%

Shares633

Event2026-06-30

Filed2026-07-09

LOW

LOWES COS INC COM

-5.75%

Shares574

Event2026-06-30

Filed2026-07-09

VLTO

VERALTO CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

DGRW

WISDOMTREE US QUALITY DIV GROWTH FD ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

PSX

PHILLIPS 66

0.00%

Shares714

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD INFORMATION TECH ETF

700.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

75.00%

Shares350

Event2026-06-30

Filed2026-07-09

FSTA

FID MSCI CONSUMER STAPLES INDEX

-40.62%

Shares2.2K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

-40.09%

Shares635

Event2026-06-30

Filed2026-07-09

RWR

SPDR SERIES TRUST ST STR DOW REIT

-52.61%

Shares1.0K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

-1.48%

Shares200

Event2026-06-30

Filed2026-07-09

HONEYWELL TECHNOLOGIES

New

Shares501

Event2026-06-30

Filed2026-07-09

HEZU

ISHARES CURRENCY HEDGE MSCI EUROZONE ETF

-40.66%

Shares2.2K

Event2026-06-30

Filed2026-07-09

NSC

NORFOLK SOUTHN CORP COM

0.00%

Shares355

Event2026-06-30

Filed2026-07-09

ORACLE CORP COM

0.00%

Shares762

Event2026-06-30

Filed2026-07-09

HONEYWELL AEROSPACE INC INC

New

Shares501

Event2026-06-30

Filed2026-07-09

IWR

ISHARES RUSSELL MID-CAP ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS LPCOM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

HIG

HARTFORD INSURANCE GRP INC COM

-20.00%

Shares800

Event2026-06-30

Filed2026-07-09

VIGI

VANGUARD INTERNATIONAL DIV APPRECIATION ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

VMBS

VANGUARD MTG-BACKED SECS ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-09

ADI

ANALOG DEVICES INC COM

0.00%

Shares257

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD VALUE INDEX ETF

173.13%

Shares437

Event2026-06-30

Filed2026-07-09

GWW

W.W. GRAINGER INC COM

0.00%

Shares70

Event2026-06-30

Filed2026-07-09

ESGV

VANGUARD ESQ US STOCK FD ETF

0.00%

Shares711

Event2026-06-30

Filed2026-07-09

EWJ

ISHARES TR MSCI JAPAN ETF

0.00%

Shares988

Event2026-06-30

Filed2026-07-09

PARKER HANNIFIN CORP

-10.00%

Shares90

Event2026-06-30

Filed2026-07-09

DELL

DELL TECHNOLOGIES INC CL C

0.00%

Shares198

Event2026-06-30

Filed2026-07-09

DOMINION ENERGY INC NPV

-18.46%

Shares1.2K

Event2026-06-30

Filed2026-07-09

ESQ

ESQUIRE FINL HLDGS INC

-56.25%

Shares700

Event2026-06-30

Filed2026-07-09

MDLZ

MONDELEZ INTL INC

-19.64%

Shares1.4K

Event2026-06-30

Filed2026-07-09

SDY

SPDR S&P DIVIDEND ETF

0.00%

Shares515

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP COM

-10.82%

Shares742

Event2026-06-30

Filed2026-07-09

WELL

WELLTOWER INC

0.00%

Shares338

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD GROWTH INDEX FD ETF

New

Shares876

Event2026-06-30

Filed2026-07-09

ACCENTURE PLC

-2.77%

Shares596

Event2026-06-30

Filed2026-07-09

MLPX

GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF

0.00%

Shares976

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS MID CAP ETF

624.59%

Shares884

Event2026-06-30

Filed2026-07-09

IWD

ISHARES RUS 1000 VALUE ETF

0.00%

Shares290

Event2026-06-30

Filed2026-07-09

IJJ

ISHARES S&P MIDCAP 400 VL ETF

0.00%

Shares474

Event2026-06-30

Filed2026-07-09

SCHE

SCHWAB EMERGING MARKETS EQUITY

-42.64%

Shares1.9K

Event2026-06-30

Filed2026-07-09

AEP

AMERICAN ELEC PWR CO INC COM

0.00%

Shares500

Event2026-06-30

Filed2026-07-09

ICE

INTERCONTINENTAL EXCHANGE INC

0.00%

Shares541

Event2026-06-30

Filed2026-07-09

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

-11.01%

Shares307

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD EXTENDED MARKET ETF

0.00%

Shares265

Event2026-06-30

Filed2026-07-09

QNITY ELECTRONICS INC COMMON STOCK

-9.36%

Shares397

Event2026-06-30

Filed2026-07-09

VCLT

VANGUARD FD LT CORP BD ETF

New

Shares860

Event2026-06-30

Filed2026-07-09

KMB

KIMBERLY- CLARK CORP COM

-40.53%

Shares587

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TRUST ETF

-68.44%

Shares172

Event2026-06-30

Filed2026-07-09

EVR

EVERCORE INC

0.00%

Shares180

Event2026-06-30

Filed2026-07-09

AFL

AFLAC, INC. COM

0.00%

Shares520

Event2026-06-30

Filed2026-07-09

NZF

NUVEEN MUNICIPAL CREDIT INCOME FUND

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-09

BKLN

INVESCO SENIOR LOAN ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-09

GOVT

ISHARES US TREASURY BOND ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares822

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

55.56%

Shares420

Event2026-06-30

Filed2026-07-09

DXJ

WISDOMTREE JAPAN HEDGED EQUITY FD ETF

-43.96%

Shares334

Event2026-06-30

Filed2026-07-09

FAST

FASTENAL CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

FNCL

FID MSCI FINANCIALS INDEX

-60.16%

Shares743

Event2026-06-30

Filed2026-07-09

XLI

SPDR INDUSTRIAL SELECT SECTOR ETF

0.00%

Shares306

Event2026-06-30

Filed2026-07-09

XLF

SPDR FINANCIAL SELECT SECTOR ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

XLK

SPDR TECHNOLOGY SELECT SECTOR ETF

0.00%

Shares296

Event2026-06-30

Filed2026-07-09

RKLB

ROCKET LAB CORP

New

Shares550

Event2026-06-30

Filed2026-07-09

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

0.00%

Shares975

Event2026-06-30

Filed2026-07-09

ISHARES CORE U S AGGREGATE BOND ETF

New

Shares551

Event2026-06-30

Filed2026-07-09

ALL

ALLSTATE CORP COM

-68.97%

Shares225

Event2026-06-30

Filed2026-07-09

EFX

EQUIFAX INC COM

-2.88%

Shares337

Event2026-06-30

Filed2026-07-09

VHT

VANGUARD HEALTH CARE ETF

-45.90%

Shares178

Event2026-06-30

Filed2026-07-09

TRAVELERS COS INC COM

0.00%

Shares158

Event2026-06-30

Filed2026-07-09

PPG

PPG INDS INC COM

0.00%

Shares430

Event2026-06-30

Filed2026-07-09

CORTEVA INC

0.00%

Shares583

Event2026-06-30

Filed2026-07-09

IHE

ISHARES TR US PHARMACEUTICAL ETF

0.00%

Shares498

Event2026-06-30

Filed2026-07-09

TRANE TECHNOLOGIES PLC

0.00%

Shares100

Event2026-06-30

Filed2026-07-09

ASTS

AST SPACEMOBILE CLASS A

New

Shares550

Event2026-06-30

Filed2026-07-09

CLX

CLOROX CO

0.00%

Shares500

Event2026-06-30

Filed2026-07-09

EXE

EXPAND ENERGY CORP

0.00%

Shares520

Event2026-06-30

Filed2026-07-09

MEDTRONIC PLC

-6.19%

Shares606

Event2026-06-30

Filed2026-07-09

DAL

DELTA AIRLINES INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-09

NU HOLDINGS LIMITED

16.67%

Shares3.5K

Event2026-06-30

Filed2026-07-09

CAH

CARDINAL HEALTH INC COM

-68.03%

Shares188

Event2026-06-30

Filed2026-07-09

IRM

IRON MTN I COM NPV

0.00%

Shares353

Event2026-06-30

Filed2026-07-09

WEC

WEC ENERGY GROUP INC

0.00%

Shares378

Event2026-06-30

Filed2026-07-09

ECL

ECOLAB INC COM

-11.36%

Shares156

Event2026-06-30

Filed2026-07-09

ORLY

O'REILLY AUTOMOTIVE INC

0.00%

Shares450

Event2026-06-30

Filed2026-07-09

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares225

Event2026-06-30

Filed2026-07-09

MDY

STATE STREET SPDR S&P 400 ETF

0.00%

Shares56

Event2026-06-30

Filed2026-07-09

DUPONT DE NEMOURS INC

New

Shares286

Event2026-06-30

Filed2026-07-09

APPLIED MATERIALS INC COM

0.00%

Shares53

Event2026-06-30

Filed2026-07-09

BDX

BECTON-DICKINSON & CO COM

0.00%

Shares245

Event2026-06-30

Filed2026-07-09

AGILENT TECHNOLOGIES COM

0.00%

Shares277

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP COM

-10.39%

Shares345

Event2026-06-30

Filed2026-07-09

FNDB

SCHWAB FUNDAMENTAL US BROAD MARKET ETF

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD DIV APPRECIATION ETF

0.00%

Shares148

Event2026-06-30

Filed2026-07-09

WAB

WABTEC

0.00%

Shares128

Event2026-06-30

Filed2026-07-09

XLP

SPDR CONSUMER STAPLES SELECT SECTOR ETF

0.00%

Shares405

Event2026-06-30

Filed2026-07-09

TOST

TOAST INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

CME

CME GROUP INC COM

0.00%

Shares151

Event2026-06-30

Filed2026-07-09

SOUTHERN CO COM

-46.88%

Shares340

Event2026-06-30

Filed2026-07-09

FTV

FORTIVE CORP USD 0.01

0.00%

Shares527

Event2026-06-30

Filed2026-07-09

FXD

FIRST TRUST CONSUMER DISCRET EFT

0.00%

Shares465

Event2026-06-30

Filed2026-07-09

VSGX

VANGUARD WORLD FUND ETF

0.00%

Shares390

Event2026-06-30

Filed2026-07-09

TORONTO-DOMINION BANK NEW COM

0.00%

Shares263

Event2026-06-30

Filed2026-07-09

ROST

ROSS STORES INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-09

ATR

APTARGROUP INC USD

0.00%

Shares253

Event2026-06-30

Filed2026-07-09

3M CO COM

0.00%

Shares194

Event2026-06-30

Filed2026-07-09

BOEING COMPANY COM

0.00%

Shares145

Event2026-06-30

Filed2026-07-09

ADSK

AUTODESK INC COM

0.00%

Shares160

Event2026-06-30

Filed2026-07-09

FXZ

FIRST TRUST MTRLS ALPHADEX ETF

0.00%

Shares390

Event2026-06-30

Filed2026-07-09

XEL

XCEL ENERGY INC COM

-34.78%

Shares375

Event2026-06-30

Filed2026-07-09

BROADRIDGE FINL SOLUTIONS COM

0.00%

Shares215

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC COM

New

Shares50

Event2026-06-30

Filed2026-07-09

WTRG

ESSENTIAL UTILITIES INC

0.00%

Shares750

Event2026-06-30

Filed2026-07-09

INDB

INDEPENDENT BANK CORP

0.00%

Shares342

Event2026-06-30

Filed2026-07-09

GSK PLC 25P ADR

0.00%

Shares545

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC COM

-62.50%

Shares150

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC COM

-83.59%

Shares75

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS & CHEMS INC COM

-86.51%

Shares92

Event2026-06-30

Filed2026-07-09

UPS

UNITED PARCEL SERVICE INC CL B

0.00%

Shares250

Event2026-06-30

Filed2026-07-09

SYY

SYSCO CORP COM

0.00%

Shares308

Event2026-06-30

Filed2026-07-09

LUV

SOUTHWEST AIRLINES CO COM

0.00%

Shares500

Event2026-06-30

Filed2026-07-09

AMERIPRISE FINANCIAL INC COM

0.00%

Shares55

Event2026-06-30

Filed2026-07-09

REALTY INCOME CORP REIT COM

0.00%

Shares400

Event2026-06-30

Filed2026-07-09

DEO

DIAGEO PLC SPON ADR NEW

-14.21%

Shares308

Event2026-06-30

Filed2026-07-09

MRNA

MODERNA INC

40.00%

Shares350

Event2026-06-30

Filed2026-07-09

MKC

MCCORMICK & CO COM

0.00%

Shares482

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC COM

0.00%

Shares24

Event2026-06-30

Filed2026-07-09

PHO

INVESCO WATER RESOURCES ETF

0.00%

Shares350

Event2026-06-30

Filed2026-07-09

DEERE & CO

0.00%

Shares38

Event2026-06-30

Filed2026-07-09

BIL

SPDR BLOOMBERG 1-3 T-BILL ETF

0.00%

Shares263

Event2026-06-30

Filed2026-07-09

AIG

AMERICAN INTL GROUP INC NEW

0.00%

Shares322

Event2026-06-30

Filed2026-07-09

GIS

GENERAL MILLS INC COM

0.00%

Shares686

Event2026-06-30

Filed2026-07-09

VONV

VANGUARD RUSSELL 1000 VALUE

0.00%

Shares216

Event2026-06-30

Filed2026-07-09

UTF

COHEN & STEERS INFRASTRCTR FD ETF

0.00%

Shares829

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC COM

-13.46%

Shares45

Event2026-06-30

Filed2026-07-09

VCIT

VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF

0.00%

Shares269

Event2026-06-30

Filed2026-07-09

DOW

DOW INC

0.00%

Shares812

Event2026-06-30

Filed2026-07-09

IHF

ISHARES TR US HLTHCR PR ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-09

ZBH

ZIMMER BIOMET HLDGS INC COM

-13.47%

Shares257

Event2026-06-30

Filed2026-07-09

MFC

MANULIFE FINL CORP

0.00%

Shares545

Event2026-06-30

Filed2026-07-09

IYK

ISHARES U.S. CONSUMR STAPLES ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-09

LRCX

LAM NPV

-44.44%

Shares50

Event2026-06-30

Filed2026-07-09

MTB

M&T BANK CORP

0.00%

Shares91

Event2026-06-30

Filed2026-07-09

MMC

MARSH & MCLENNAN COS INC COM

0.00%

Shares129

Event2026-06-30

Filed2026-07-09

FPE

FIRST TRUST PFD ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

ELV

ELEVANCE HEALTH INC

-20.29%

Shares55

Event2026-06-30

Filed2026-07-09

XLV

SPDR HEALTH CARE SELECT SECTOR ETF

0.00%

Shares134

Event2026-06-30

Filed2026-07-09

DGS

WISDOMTREE EMERGING MARKETS SMALLCP DIV FD ETF

0.00%

Shares328

Event2026-06-30

Filed2026-07-09

GENERAL MOTORS CO

0.00%

Shares275

Event2026-06-30

Filed2026-07-09

JP MORGAN NASDAQ EQUITY PREM

0.00%

Shares335

Event2026-06-30

Filed2026-07-09

USIG

ISHARES INVT GRD BD

0.00%

Shares396

Event2026-06-30

Filed2026-07-09

ICF

ISHARES SELECT U.S. REIT ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-09

SLB

SCHLUMBERGER LTD COM STK

0.00%

Shares436

Event2026-06-30

Filed2026-07-09

SMMD

ISHARES RUSSELL 2500 ETF

0.00%

Shares220

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TIPS BD ETF

0.00%

Shares184

Event2026-06-30

Filed2026-07-09

EVEREST GROUP LTD COM

0.00%

Shares56

Event2026-06-30

Filed2026-07-09

AVDV

AVANTIS INTL SMALL CAP VALUE ETF

0.00%

Shares186

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP COM

-19.46%

Shares207

Event2026-06-30

Filed2026-07-09

IJK

ISHARES S&P MIDCAP 400 GR ETF

0.00%

Shares160

Event2026-06-30

Filed2026-07-09

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CORP

0.00%

Shares485

Event2026-06-30

Filed2026-07-09

MAR

MARRIOTT INTERNATIONAL - A COM

0.00%

Shares50

Event2026-06-30

Filed2026-07-09

PNC

PNC FINANCIAL SERVICES GROUPCOM

0.00%

Shares75

Event2026-06-30

Filed2026-07-09

TFC

TRUIST FINANCIAL CORP

0.00%

Shares360

Event2026-06-30

Filed2026-07-09

FDX

FEDEX CORPORATION COM

-18.57%

Shares57

Event2026-06-30

Filed2026-07-09

LRGF

ISHARES US EQUITY FACTOR ETF

New

Shares235

Event2026-06-30

Filed2026-07-09

SCHJ

SCHWAB 1-5 YEAR CORPORATE BOND

0.00%

Shares711

Event2026-06-30

Filed2026-07-09

FISERV INC COM

0.00%

Shares355

Event2026-06-30

Filed2026-07-09

AJG

GALLAGHER ARTHUR J & CO COM

0.00%

Shares75

Event2026-06-30

Filed2026-07-09

INTU

INTUIT INC

0.00%

Shares65

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD FTSE ALL-WORLD EX-US SHS ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-09

KBWB

INVESCO KBW ETF

0.00%

Shares180

Event2026-06-30

Filed2026-07-09

BAX

BAXTER INTL INC COM

0.00%

Shares782

Event2026-06-30

Filed2026-07-09

ONDS

ONDAS INC COM NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares66

Event2026-06-30

Filed2026-07-09

DHI

D R HORTON INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-09

LCTX

LINEAGE CELL THERAPUTICS INC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-09

USB

U.S. BANCORP COM

0.00%

Shares269

Event2026-06-30

Filed2026-07-09

GERN

GERON CORP

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-09

UTL

UNITIL CORP COM

0.00%

Shares300

Event2026-06-30

Filed2026-07-09

ESTEE LAUDER COM

0.00%

Shares200

Event2026-06-30

Filed2026-07-09

USHY

ISHARES TR BROAD USD HIGH YIELD COR ETF

150.00%

Shares420

Event2026-06-30

Filed2026-07-09

CNC

CENTENE CORP

0.00%

Shares240

Event2026-06-30

Filed2026-07-09

XLY

SPDR CONSUMER FUND

0.00%

Shares130

Event2026-06-30

Filed2026-07-09

ALNYLAM PHARMA

0.00%

Shares50

Event2026-06-30

Filed2026-07-09

EVERSOURCE ENERGY

0.00%

Shares200

Event2026-06-30

Filed2026-07-09

WPC

W P CAREY INC

-27.27%

Shares200

Event2026-06-30

Filed2026-07-09

SJM

SMUCKER J M CO COM

0.00%

Shares125

Event2026-06-30

Filed2026-07-09

FORD MOTOR CO DEL COM

-70.45%

Shares1.0K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MFG COM

0.00%

Shares29

Event2026-06-30

Filed2026-07-09

PLD

PROLOGIS INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-09

BRO

BROWN & BROWN INC COM

0.00%

Shares204

Event2026-06-30

Filed2026-07-09

AMX

AMERICA MOVIL NPV ADR

0.00%

Shares500

Event2026-06-30

Filed2026-07-09

BANK OF NEW YORK MELLON CORP COM

0.00%

Shares89

Event2026-06-30

Filed2026-07-09

CRL

CHARLES RIVER LABS INTL INC

0.00%

Shares55

Event2026-06-30

Filed2026-07-09

TTE

TOTALENERGIES SE ACT

0.00%

Shares160

Event2026-06-30

Filed2026-07-09

HAWX

ISHARES CURRENCY HEDGED MSCIACWI EX US ETF

New

Shares265

Event2026-06-30

Filed2026-07-09

LQD

ISHARES IBOXX INV CP ETF

0.00%

Shares110

Event2026-06-30

Filed2026-07-09

NVO

NOVO-NORDISK A S DKK ADR

0.00%

Shares250

Event2026-06-30

Filed2026-07-09

ASML

ASML HOLDINGS N V

0.00%

Shares6

Event2026-06-30

Filed2026-07-09

EMO

CLEARBRIDGE ENERGY MLP ETF

0.00%

Shares238

Event2026-06-30

Filed2026-07-09

GRMN

GARMIN LTD

0.00%

Shares50

Event2026-06-30

Filed2026-07-09

SOLS

SOLSTICE ADVANCED MATLS INC COM SHS

-35.89%

Shares134

Event2026-06-30

Filed2026-07-09

VCSH

VANGUARD SHORT-TERM CORP BD ETF

0.00%

Shares150

Event2026-06-30

Filed2026-07-09

NDAQ

NASDAQ INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-09

WAT

WATERS CORPORATION

-76.34%

Shares31

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL

0.00%

Shares28

Event2026-06-30

Filed2026-07-09

PAYX

PAYCHEX INC COM

0.00%

Shares113

Event2026-06-30

Filed2026-07-09

GEHC

GE HEALTHCARE TECHNOLOGIES INC

0.00%

Shares173

Event2026-06-30

Filed2026-07-09

ADOBE SYSTEMS INC

0.00%

Shares54

Event2026-06-30

Filed2026-07-09

QUANTA SERVICES INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC COM

-26.71%

Shares439

Event2026-06-30

Filed2026-07-09

DES

WISDOMTREE US SMALLCAP DIVIDEND FD ETF

0.00%

Shares258

Event2026-06-30

Filed2026-07-09

WMB

WILLIAMS CO INC COM

0.00%

Shares140

Event2026-06-30

Filed2026-07-09

CRDL

CARDIOL THERAPEUTICS I

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares25

Event2026-06-30

Filed2026-07-09

CRWV

COREWEAVE INC COM CL A

New

Shares100

Event2026-06-30

Filed2026-07-09

OGE

OGE ENERGY CORP USD

0.00%

Shares200

Event2026-06-30

Filed2026-07-09

ERTH

INVESCO MSCI SUSTAINABLE FUTURE ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-09

TLH

ISHARES 10-20 YR TREAS

0.00%

Shares94

Event2026-06-30

Filed2026-07-09

EXC

EXELON CORP COM

0.00%

Shares200

Event2026-06-30

Filed2026-07-09

EOS

EATON VANCE ENHANCED EQUITY INCOME FD II

0.00%

Shares410

Event2026-06-30

Filed2026-07-09

HSY

HERSHEY COMPANY

0.00%

Shares50

Event2026-06-30

Filed2026-07-09

COO

COOPER COS INC NPV

0.00%

Shares120

Event2026-06-30

Filed2026-07-09

FITB

FIFTH THIRD BANCORP COM

0.00%

Shares150

Event2026-06-30

Filed2026-07-09

TAK

TAKEDA PHARMACEUTICAL CO LTD

0.00%

Shares518

Event2026-06-30

Filed2026-07-09

WEYERHAEUSER CO

0.00%

Shares340

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC

-24.24%

Shares50

Event2026-06-30

Filed2026-07-09

NEA

NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF

0.00%

Shares645

Event2026-06-30

Filed2026-07-09

PNW

PINNACLE WEST CAP CORP COM

0.00%

Shares70

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP CL A

0.00%

Shares42

Event2026-06-30

Filed2026-07-09

UNILEVER PLC SPON ADR NEW

0.00%

Shares115

Event2026-06-30

Filed2026-07-09

XLE

CEF SELECT SECTOR SPDR UNIT INVT TR

0.00%

Shares130

Event2026-06-30

Filed2026-07-09

FDS

FACTSET RESEARCH SYSTEMS

0.00%

Shares29

Event2026-06-30

Filed2026-07-09

HPI

HANCOCK JOHN PFD INCOME FD

0.00%

Shares400

Event2026-06-30

Filed2026-07-09

HLN

HALEON PLC

0.00%

Shares682

Event2026-06-30

Filed2026-07-09

SCZ

ISHARES EAFE SMALL-CAP ETF

New

Shares75

Event2026-06-30

Filed2026-07-09

MCK

MCKESSON CORPORATION COM

0.00%

Shares8

Event2026-06-30

Filed2026-07-09

NETFLIX INC

0.00%

Shares80

Event2026-06-30

Filed2026-07-09

CPRT

COPART INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-09

KHC

KRAFT HEINZ CO

-32.86%

Shares235

Event2026-06-30

Filed2026-07-09

CFG

CITIZENS FINANCIAL GROUP

0.00%

Shares75

Event2026-06-30

Filed2026-07-09

SHEL

SHELL PLC NPV ADR

0.00%

Shares66

Event2026-06-30

Filed2026-07-09

FELG

FIDELITY ENHANCED LARGE CAP GROWTH ETF

New

Shares110

Event2026-06-30

Filed2026-07-09

INTF

ISHARES INTL EQUITY FACTOR ETF

New

Shares115

Event2026-06-30

Filed2026-07-09

SYF

SYNCHRONY FINANCIAL

0.00%

Shares59

Event2026-06-30

Filed2026-07-09

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

0.00%

Shares30

Event2026-06-30

Filed2026-07-09

FEDEX FGHT HLDG CO INC COMMON STOCK

New

Shares28

Event2026-06-30

Filed2026-07-09

ISHARES EXPONENTIAL TECHNOLOGIES ETF

0.00%

Shares50

Event2026-06-30

Filed2026-07-09

IYC

ISHARES U.S. CNSMR DISC ETF

0.00%

Shares40

Event2026-06-30

Filed2026-07-09

AGM

FEDERAL AGRIC MTG CORP

0.00%

Shares20

Event2026-06-30

Filed2026-07-09

TROW

T ROWE PRICE GROUP INC COM

0.00%

Shares33

Event2026-06-30

Filed2026-07-09

CRON

CRONOS GROUP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

FTRI

FIRST TRUST TR FD II IND ETF

0.00%

Shares230

Event2026-06-30

Filed2026-07-09

FMQQ

FMQQ THE NEXT FRONTIER INTERNET ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-09

BSX

BOSTON SCIENTIFIC CORP COM

0.00%

Shares80

Event2026-06-30

Filed2026-07-09

ENB

ENBRIDGE INC

-93.69%

Shares53

Event2026-06-30

Filed2026-07-09

PBW

INVESCO WILDERHILL CLN ENRGY ETF

0.00%

Shares71

Event2026-06-30

Filed2026-07-09

RAL

RALLIANT CORP COM

0.00%

Shares36

Event2026-06-30

Filed2026-07-09

FNF

FIDELITY NATL FINL INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-09

VNT

VONTIER CORP

0.00%

Shares80

Event2026-06-30

Filed2026-07-09

PGX

INVESCO EXCH TRADED FD TR II PFD ETF

-92.24%

Shares200

Event2026-06-30

Filed2026-07-09

MET

METLIFE INC COM

0.00%

Shares25

Event2026-06-30

Filed2026-07-09

VSNT

VERSANT MEDIA GROUP INC COM CL A

-73.85%

Shares57

Event2026-06-30

Filed2026-07-09

MTCH

MATCH GROUP INC

0.00%

Shares48

Event2026-06-30

Filed2026-07-09

XLRE

REAL ESTATE SELECT SECT SPDR

0.00%

Shares41

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-09

ADVISORSH PURE US CANNABIS ETF

0.00%

Shares315

Event2026-06-30

Filed2026-07-09

QQQM

INVESCO NASDAQ 100 ETF

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

SAMG

SILVERCREST ASSET MGMT

0.00%

Shares125

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD TOTAL INTL STOCK INDEX FD ETF

0.00%

Shares12

Event2026-06-30

Filed2026-07-09

AVY

AVERY DENNISON CORPORATION COM

-61.54%

Shares5

Event2026-06-30

Filed2026-07-09

VTRS

VIATRIS INC NPV

0.00%

Shares41

Event2026-06-30

Filed2026-07-09

MICC

MAGNUM ICE CREAM CO NV ORD SHS

0.00%

Shares26

Event2026-06-30

Filed2026-07-09

OGN

ORGANON & CO

0.00%

Shares20

Event2026-06-30

Filed2026-07-09

IMDX

INSIGHT MOLECULAR DIAGNOSTIC

0.00%

Shares25

Event2026-06-30

Filed2026-07-09

TLRY

TILRAY BRANDS INC COM

0.00%

Shares21

Event2026-06-30

Filed2026-07-09

F&G ANNUITIES & LIFE INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-09

KYNDRYL HLDGS INC USD

-80.00%

Shares5

Event2026-06-30

Filed2026-07-09

SER

SERINA THERAPEUTICS INC

0.00%

Shares28

Event2026-06-30

Filed2026-07-09

EMBC

EMBECTA CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

CGC

CANOPY GROWTH CORP NPV

0.00%

Shares32

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available