Sponsored
The Analysis of Prime Capital Investment Advisors, LLC's Holdings & P&L
Currently, Prime Capital Investment Advisors, LLC holds 1068 types of securities in its portfolio with a total value $10.3B. In the most recent quarter, they have increased their positions in N/A (+478.9K shares, valued at $358.6M), AVUS (+1.8M shares, valued at $225.8M), N/A (+2.1M shares, valued at $206.0M); decreased their positions in DGRW (-836.8K shares, valued at $80.0M), ITOT (-99.2K shares, valued at $16.3M), BSV (-173.8K shares, valued at $13.5M); initiated new positions in AVUS (+1.8M shares, valued at $225.8M), ACYN (+610.2K shares, valued at $12.7M), N/A (+56.1K shares, valued at $9.6M).
1M P&L
-59.5M-0.74%
3M P&L
-8.1M-0.10%
HY P&L
+222.0M+2.88%
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/A5.4B
68.7%
2Semiconductors418.6M
5.4%
3Consumer Electronics222.3M
2.9%
Top Industries by Stock Count
1N/A460 stocks
47.5%
2Banks - Regional25 stocks
2.6%
3Biotechnology18 stocks
1.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
VANGUARD INDEX FDS TOTAL STK MKT VANGUARD INDEX FDS TOTAL STK MKT1.1M shares-1.83%2026-06-302026-08-05
Sponsored
Sponsored
STATE STR SPDR S&P 500 ETF T TR UNIT STATE STR SPDR S&P 500 ETF T TR UNIT151.7K shares-3.72%2026-06-302026-08-05
Sponsored
Sponsored
Sponsored
Sponsored
COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM44.7K shares-2.21%2026-06-302026-08-05
Sponsored
Sponsored
Sponsored
Sponsored
PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A226.3K shares-0.20%2026-06-302026-08-05
Sponsored
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS SEAGATE TECHNOLOGY HLDNGS PL ORD SHS21.0K shares-27.53%2026-06-302026-08-05
Sponsored
Sponsored
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM273.1K shares-18.95%2026-06-302026-08-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SPDR SERIES TRUST ST STR P500ETF SPDR SERIES TRUST ST STR P500ETF121.9K shares17.95%2026-06-302026-08-05
Sponsored
Sponsored
SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK56.1K sharesnew addition2026-06-302026-08-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SELECT SECTOR SPDR TR ST STR UTIL ETF SELECT SECTOR SPDR TR ST STR UTIL ETF95.1K shares-54.32%2026-06-302026-08-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
JOHNSON CONTROLS INTERNATION SHS JOHNSON CONTROLS INTERNATION SHS16.3K shares-5.74%2026-06-302026-08-05
Sponsored
Sponsored
Sponsored
Sponsored
ROUNDHILL ETF TRUST MEMORY ETF ROUNDHILL ETF TRUST MEMORY ETF26.7K sharesnew addition2026-06-302026-08-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ALIBABA GROUP HLDG LTD SPONSORED ADS ALIBABA GROUP HLDG LTD SPONSORED ADS13.2K shares-33.98%2026-06-302026-08-05
Sponsored
Sponsored
Sponsored
ISHARES TR CORE S&P500 ETF
102.55%ISHARES TR CORE S&P500 ETF
Shares945.9K
Event2026-06-30
Filed2026-08-05
VANGUARD INDEX FDS TOTAL STK MKT
-1.83%VANGUARD INDEX FDS TOTAL STK MKT
Shares1.1M
Event2026-06-30
Filed2026-08-05
ISHARES TR CORE US AGGBD ET
3.17%ISHARES TR CORE US AGGBD ET
Shares3.8M
Event2026-06-30
Filed2026-08-05
ISHARES TR CORE MSCI EAFE
334.50%ISHARES TR CORE MSCI EAFE
Shares2.8M
Event2026-06-30
Filed2026-08-05
SCHX
-2.20%SCHWAB STRATEGIC TR US LRG CAP ETF
Shares8.7M
Event2026-06-30
Filed2026-08-05
ITOT
-6.14%ISHARES TR CORE S&P TTL STK
Shares1.5M
Event2026-06-30
Filed2026-08-05
NVDA
0.22%NVIDIA CORPORATION COM
Shares1.1M
Event2026-06-30
Filed2026-08-05
AVUS
NewAMERICAN CENTY ETF TR EMERGING
Shares1.8M
Event2026-06-30
Filed2026-08-05
AAPL
-1.72%APPLE INC COM
Shares766.7K
Event2026-06-30
Filed2026-08-05
XTEN
108.15%BONDBLOXX ETF TRUST BLOOMBERG TEN YR
Shares4.1M
Event2026-06-30
Filed2026-08-05
VGK
-2.02%VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
Shares1.9M
Event2026-06-30
Filed2026-08-05
QQQ
-1.97%INVESCO QQQ TR UNIT SER 1
Shares200.4K
Event2026-06-30
Filed2026-08-05
VTV
-2.29%VANGUARD INDEX FDS VALUE ETF
Shares661.2K
Event2026-06-30
Filed2026-08-05
FESM
-7.15%FIDELITY COVINGTON TRUST ENHANCED SML CAP
Shares2.9M
Event2026-06-30
Filed2026-08-05
IXUS
20.70%ISHARES TR CORE MSCI TOTAL
Shares1.4M
Event2026-06-30
Filed2026-08-05
VOO
-8.71%VANGUARD INDEX FDS S&P 500 ETF SHS
Shares185.8K
Event2026-06-30
Filed2026-08-05
MSFT
1.88%MICROSOFT CORP COM
Shares330.4K
Event2026-06-30
Filed2026-08-05
SCHF
-2.37%SCHWAB STRATEGIC TR INTL EQTY ETF
Shares4.3M
Event2026-06-30
Filed2026-08-05
AMZN
-2.69%AMAZON COM INC COM
Shares500.0K
Event2026-06-30
Filed2026-08-05
STATE STR SPDR S&P 500 ETF T TR UNIT
-3.72%STATE STR SPDR S&P 500 ETF T TR UNIT
Shares151.7K
Event2026-06-30
Filed2026-08-05
BND
2.80%VANGUARD BD INDEX FDS TOTAL BND MRKT
Shares1.4M
Event2026-06-30
Filed2026-08-05
IJS
-2.41%ISHARES TR SP SMCP600VL ETF
Shares756.3K
Event2026-06-30
Filed2026-08-05
BROADCOM INC COM
3.35%BROADCOM INC COM
Shares262.1K
Event2026-06-30
Filed2026-08-05
VTEB
2.93%VANGUARD MUN BD FDS TAX EXEMPT BD
Shares2.0M
Event2026-06-30
Filed2026-08-05
QUAL
-4.85%ISHARES TR MSCI USA QLT FCT
Shares437.1K
Event2026-06-30
Filed2026-08-05
GOOGL
-1.64%ALPHABET INC CAP STK CL A
Shares257.2K
Event2026-06-30
Filed2026-08-05
IUSB
4175.42%ISHARES TR CORE UNIVRSL USD
Shares1.7M
Event2026-06-30
Filed2026-08-05
LLY
-3.08%ELI LILLY & CO COM
Shares63.2K
Event2026-06-30
Filed2026-08-05
VPL
-2.95%VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF
Shares635.3K
Event2026-06-30
Filed2026-08-05
IEMG
-1.74%ISHARES INC CORE MSCI EMKT
Shares882.8K
Event2026-06-30
Filed2026-08-05
IJH
508.00%ISHARES TR CORE S&P MCP ETF
Shares945.5K
Event2026-06-30
Filed2026-08-05
AVEM
-0.70%AMERICAN CENTY ETF TR AVANTIS EMGMKT
Shares750.7K
Event2026-06-30
Filed2026-08-05
SCHG
-2.55%SCHWAB STRATEGIC TR US LCAP GR ETF
Shares2.1M
Event2026-06-30
Filed2026-08-05
MUB
-0.32%ISHARES TR NATIONAL MUN ETF
Shares643.8K
Event2026-06-30
Filed2026-08-05
BNDX
3.61%VANGUARD CHARLOTTE FDS TOTAL INT BD ETF
Shares1.4M
Event2026-06-30
Filed2026-08-05
GOOG
6.81%ALPHABET INC CAP STK CL C
Shares192.1K
Event2026-06-30
Filed2026-08-05
SCHM
-2.31%SCHWAB STRATEGIC TR US MID-CAP ETF
Shares1.8M
Event2026-06-30
Filed2026-08-05
WMT
0.21%WALMART INC COM
Shares562.6K
Event2026-06-30
Filed2026-08-05
SCHP
2.55%SCHWAB STRATEGIC TR US TIPS ETF
Shares2.3M
Event2026-06-30
Filed2026-08-05
EFA
2.85%ISHARES TR MSCI EAFE ETF
Shares588.1K
Event2026-06-30
Filed2026-08-05
AMD
-13.82%ADVANCED MICRO DEVICES INC COM
Shares104.9K
Event2026-06-30
Filed2026-08-05
BRK.B
-10.57%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares114.1K
Event2026-06-30
Filed2026-08-05
IAGG
21.50%ISHARES TR CORE INTL AGGR
Shares1.1M
Event2026-06-30
Filed2026-08-05
AVUV
-0.60%AMERICAN CENTY ETF TR US SML CP VALU
Shares436.6K
Event2026-06-30
Filed2026-08-05
GEV
1.77%GE VERNOVA INC COM
Shares44.9K
Event2026-06-30
Filed2026-08-05
USRT
-0.11%ISHARES TR CRE U S REIT ETF
Shares773.2K
Event2026-06-30
Filed2026-08-05
MU
50.89%MICRON TECHNOLOGY INC COM
Shares43.2K
Event2026-06-30
Filed2026-08-05
JPMORGAN CHASE & CO COM
4.59%JPMORGAN CHASE & CO COM
Shares151.1K
Event2026-06-30
Filed2026-08-05
PSQO
0.34%PALMER SQUARE FUNDS TR CR OPPOR ETF
Shares2.4M
Event2026-06-30
Filed2026-08-05
VIG
0.71%VANGUARD SPECIALIZED FUNDS DIV APP ETF
Shares196.1K
Event2026-06-30
Filed2026-08-05
PYLD
0.48%PIMCO ETF TR MULTISECTOR BD
Shares1.7M
Event2026-06-30
Filed2026-08-05
META PLATFORMS INC CL A
-2.56%META PLATFORMS INC CL A
Shares81.0K
Event2026-06-30
Filed2026-08-05
JPIB
-0.25%J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF
Shares924.7K
Event2026-06-30
Filed2026-08-05
BSV
-23.95%VANGUARD BD INDEX FDS SHORT TRM BOND
Shares551.9K
Event2026-06-30
Filed2026-08-05
COSTCO WHOLESALE CORPORATION COM
-2.21%COSTCO WHOLESALE CORPORATION COM
Shares44.7K
Event2026-06-30
Filed2026-08-05
AVDE
26.74%AMERICAN CENTY ETF TR INTL EQT ETF
Shares464.2K
Event2026-06-30
Filed2026-08-05
USHY
3.04%ISHARES TR BROAD USD HIGH
Shares1.1M
Event2026-06-30
Filed2026-08-05
RTX CORPORATION COM
18.60%RTX CORPORATION COM
Shares216.3K
Event2026-06-30
Filed2026-08-05
TSLA
12.76%TESLA INC COM
Shares97.5K
Event2026-06-30
Filed2026-08-05
BINC
0.10%BLACKROCK ETF TRUST II ISHA FLEX IN ETF
Shares744.0K
Event2026-06-30
Filed2026-08-05
TSM
0.50%TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
Shares81.2K
Event2026-06-30
Filed2026-08-05
CAT
22.82%CATERPILLAR INC COM
Shares36.4K
Event2026-06-30
Filed2026-08-05
BUFD
14.16%FIRST TR EXCHNG TRADED FD VI FT VEST DEEP ETF
Shares1.3M
Event2026-06-30
Filed2026-08-05
ETN
-4.97%EATON CORP PLC SHS
Shares84.3K
Event2026-06-30
Filed2026-08-05
VNQ
3.41%VANGUARD INDEX FDS REAL ESTATE ETF
Shares361.9K
Event2026-06-30
Filed2026-08-05
EXXON MOBIL CORP COM
-9.83%EXXON MOBIL CORP COM
Shares254.0K
Event2026-06-30
Filed2026-08-05
AGGY
15.28%WISDOMTREE TR YIELD ENHANCD US
Shares779.2K
Event2026-06-30
Filed2026-08-05
FTEC
11.86%FIDELITY COVINGTON TRUST MSCI INFO TECH I
Shares118.1K
Event2026-06-30
Filed2026-08-05
HD
-20.96%HOME DEPOT INC COM
Shares93.7K
Event2026-06-30
Filed2026-08-05
DFAE
-3.96%DIMENSIONAL ETF TRUST EMGR CRE EQT MNG
Shares817.0K
Event2026-06-30
Filed2026-08-05
ABBVIE INC COM
-2.27%ABBVIE INC COM
Shares128.5K
Event2026-06-30
Filed2026-08-05
JNJ
37.08%JOHNSON & JOHNSON COM
Shares127.2K
Event2026-06-30
Filed2026-08-05
BIV
78.05%VANGUARD BD INDEX FDS INTERMED TERM
Shares415.3K
Event2026-06-30
Filed2026-08-05
STIP
1.98%ISHARES TR 0-5 YR TIPS ETF
Shares308.6K
Event2026-06-30
Filed2026-08-05
VISA INC COM CL A
-6.73%VISA INC COM CL A
Shares89.7K
Event2026-06-30
Filed2026-08-05
GOVT
-6.22%ISHARES TR US TREAS BD ETF
Shares1.3M
Event2026-06-30
Filed2026-08-05
TIP
0.77%ISHARES TR TIPS BD ETF
Shares272.6K
Event2026-06-30
Filed2026-08-05
IGSB
-0.28%ISHARES TR ISHS 1-5YR INVS
Shares567.6K
Event2026-06-30
Filed2026-08-05
LRCX
67.27%LAM RESEARCH CORP COM NEW
Shares68.6K
Event2026-06-30
Filed2026-08-05
JEPI
4.77%J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM
Shares524.1K
Event2026-06-30
Filed2026-08-05
SPYG
-2.89%SPDR SERIES TRUST ST STR P500GRW
Shares228.5K
Event2026-06-30
Filed2026-08-05
CVX
-7.37%CHEVRON CORPORATION COM
Shares159.7K
Event2026-06-30
Filed2026-08-05
PALANTIR TECHNOLOGIES INC CL A
-0.20%PALANTIR TECHNOLOGIES INC CL A
Shares226.3K
Event2026-06-30
Filed2026-08-05
AVDV
-2.89%AMERICAN CENTY ETF TR INTL SMCP VLU
Shares254.0K
Event2026-06-30
Filed2026-08-05
IWF
328.33%ISHARES TR RUS 1000 GRW ETF
Shares206.7K
Event2026-06-30
Filed2026-08-05
PANW
-19.42%PALO ALTO NETWORKS INC COM
Shares71.1K
Event2026-06-30
Filed2026-08-05
IAU
-1.06%ISHARES GOLD TR ISHARES NEW
Shares312.3K
Event2026-06-30
Filed2026-08-05
DGRW
-77.54%WISDOMTREE TR US QTLY DIV GRT
Shares242.4K
Event2026-06-30
Filed2026-08-05
AXP
0.65%AMERICAN EXPRESS CO COM
Shares65.9K
Event2026-06-30
Filed2026-08-05
SCHV
-3.53%SCHWAB STRATEGIC TR US LCAP VA ETF
Shares636.4K
Event2026-06-30
Filed2026-08-05
VUG
520.48%VANGUARD INDEX FDS GROWTH ETF
Shares256.7K
Event2026-06-30
Filed2026-08-05
BUFR
10.02%FIRST TR EXCHNG TRADED FD VI FT LADD BUFF ETF
Shares602.6K
Event2026-06-30
Filed2026-08-05
GE
4.49%GE AEROSPACE COM NEW
Shares55.8K
Event2026-06-30
Filed2026-08-05
IEUR
2.28%ISHARES TR CORE MSCI EURO
Shares276.0K
Event2026-06-30
Filed2026-08-05
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS
-27.53%SEAGATE TECHNOLOGY HLDNGS PL ORD SHS
Shares21.0K
Event2026-06-30
Filed2026-08-05
IJR
0.19%ISHARES TR CORE S&P SCP ETF
Shares134.8K
Event2026-06-30
Filed2026-08-05
NETFLIX INC. COM
-14.07%NETFLIX INC. COM
Shares277.5K
Event2026-06-30
Filed2026-08-05
MTUM
-39.20%ISHARES TR MSCI USA MMENTM
Shares57.2K
Event2026-06-30
Filed2026-08-05
FBND
7.31%FIDELITY MERRIMACK STR TR TOTAL BD ETF
Shares421.0K
Event2026-06-30
Filed2026-08-05
VXUS
43.45%VANGUARD STAR FDS VG TL INTL STK F
Shares220.4K
Event2026-06-30
Filed2026-08-05
BGIG
-0.96%ETF SER SOLUTIONS BAHL GA GROW ETF
Shares522.2K
Event2026-06-30
Filed2026-08-05
DFAC
0.07%DIMENSIONAL ETF TRUST US COR EQU 2 ETF
Shares420.5K
Event2026-06-30
Filed2026-08-05
XLK
-5.14%SELECT SECTOR SPDR TR ST STR TECHN ETF
Shares96.4K
Event2026-06-30
Filed2026-08-05
HWM
-0.27%HOWMET AEROSPACE INC COM
Shares67.8K
Event2026-06-30
Filed2026-08-05
TAXF
3.39%AMERICAN CENTY ETF TR DIVERSIFIED MU
Shares351.0K
Event2026-06-30
Filed2026-08-05
MAR
2.31%MARRIOTT INTL INC NEW CL A
Shares47.9K
Event2026-06-30
Filed2026-08-05
SCHA
-1.71%SCHWAB STRATEGIC TR US SML CAP ETF
Shares479.3K
Event2026-06-30
Filed2026-08-05
QSIG
0.01%WISDOMTREE TR US SHT TRM CORP
Shares357.6K
Event2026-06-30
Filed2026-08-05
RKLB
-10.75%ROCKET LAB CORP COM
Shares166.7K
Event2026-06-30
Filed2026-08-05
FDVV
-3.38%FIDELITY COVINGTON TRUST HIGH DIVID ETF
Shares280.5K
Event2026-06-30
Filed2026-08-05
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM
-18.95%J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM
Shares273.1K
Event2026-06-30
Filed2026-08-05
CAIE
29.30%CALAMOS ETF TR AUTOC INCOM ETF
Shares609.9K
Event2026-06-30
Filed2026-08-05
ET
-0.86%ENERGY TRANSFER L P COM UT LTD PTN
Shares864.2K
Event2026-06-30
Filed2026-08-05
MASTERCARD INCORPORATED CL A
8.49%MASTERCARD INCORPORATED CL A
Shares31.7K
Event2026-06-30
Filed2026-08-05
SUB
2.42%ISHARES TR SHRT NAT MUN ETF
Shares150.6K
Event2026-06-30
Filed2026-08-05
ANET
-19.65%ARISTA NETWORKS INC COM SHS
Shares92.9K
Event2026-06-30
Filed2026-08-05
HOOD
8.48%ROBINHOOD MKTS INC COM CL A
Shares152.3K
Event2026-06-30
Filed2026-08-05
PG
-37.14%PROCTER & GAMBLE CO COM
Shares103.6K
Event2026-06-30
Filed2026-08-05
IWR
4.29%ISHARES TR RUS MID CAP ETF
Shares136.5K
Event2026-06-30
Filed2026-08-05
IWY
0.87%ISHARES TR RUS TP200 GR ETF
Shares51.6K
Event2026-06-30
Filed2026-08-05
JMST
1.21%J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL
Shares289.3K
Event2026-06-30
Filed2026-08-05
ILCG
2.95%ISHARES TR MORNINGSTAR GRWT
Shares125.7K
Event2026-06-30
Filed2026-08-05
SMIG
32.73%ETF SER SOLUTIONS BAHL GAYNOR SML
Shares446.8K
Event2026-06-30
Filed2026-08-05
GRID
18.02%FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE
Shares75.5K
Event2026-06-30
Filed2026-08-05
IQDG
44.20%WISDOMTREE TR INTL QULTY DIV
Shares324.2K
Event2026-06-30
Filed2026-08-05
INTC
2.66%INTEL CORP COM
Shares99.9K
Event2026-06-30
Filed2026-08-05
FLRN
-2.76%SPDR SERIES TRUST ST STR RATE ETF
Shares437.0K
Event2026-06-30
Filed2026-08-05
FENI
2322.30%FIDELITY COVINGTON TRUST ENHANCED INTL
Shares316.8K
Event2026-06-30
Filed2026-08-05
ACYN
NewFIRST TR EXCHANGE-TRADED FD VEST LADDERED
Shares610.2K
Event2026-06-30
Filed2026-08-05
RDVI
-31.86%FIRST TR EXCHANGE-TRADED FD FT VEST RIS
Shares423.8K
Event2026-06-30
Filed2026-08-05
VEA
9.90%VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
Shares174.7K
Event2026-06-30
Filed2026-08-05
IEF
-25.92%ISHARES TR 7-10 YR TRSY BD
Shares130.8K
Event2026-06-30
Filed2026-08-05
IVW
-51.82%ISHARES TR S&P 500 GRWT ETF
Shares88.4K
Event2026-06-30
Filed2026-08-05
BAC
2.36%BANK OF AMER CORP COM
Shares211.7K
Event2026-06-30
Filed2026-08-05
IYW
-2.43%ISHARES TR U.S. TECH ETF
Shares47.8K
Event2026-06-30
Filed2026-08-05
TMO
-27.83%THERMO FISHER SCIENTIFIC INC COM
Shares23.8K
Event2026-06-30
Filed2026-08-05
ACIO
21.95%ETF SER SOLUTIONS APTUS COLLRD INV
Shares250.1K
Event2026-06-30
Filed2026-08-05
SCHB
-0.42%SCHWAB STRATEGIC TR US BRD MKT ETF
Shares392.7K
Event2026-06-30
Filed2026-08-05
ASML
2.28%ASML HLDG NV N Y REGISTRY SHS
Shares5.6K
Event2026-06-30
Filed2026-08-05
APPLIED MATLS INC COM
-0.86%APPLIED MATLS INC COM
Shares15.4K
Event2026-06-30
Filed2026-08-05
KO
-1.88%COCA COLA CO COM
Shares136.9K
Event2026-06-30
Filed2026-08-05
GS
-2.58%GOLDMAN SACHS GROUP INC COM
Shares11.0K
Event2026-06-30
Filed2026-08-05
ALPS ETF TR ALERIAN MLP
-3.89%ALPS ETF TR ALERIAN MLP
Shares212.2K
Event2026-06-30
Filed2026-08-05
CLOA
7.21%BLACKROCK ETF TRUST II ISHARES AAA CLO
Shares209.9K
Event2026-06-30
Filed2026-08-05
JPST
1.86%J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF
Shares214.3K
Event2026-06-30
Filed2026-08-05
SPDR SERIES TRUST ST STR P500ETF
17.95%SPDR SERIES TRUST ST STR P500ETF
Shares121.9K
Event2026-06-30
Filed2026-08-05
SCHE
-1.62%SCHWAB STRATEGIC TR EMRG MKTEQ ETF
Shares295.2K
Event2026-06-30
Filed2026-08-05
ITA
104.80%ISHARES TR US AER DEF ETF
Shares43.9K
Event2026-06-30
Filed2026-08-05
MCD
-6.54%MCDONALDS CORP COM
Shares39.1K
Event2026-06-30
Filed2026-08-05
ORLY
-7.63%OREILLY AUTOMOTIVE INC COM
Shares113.9K
Event2026-06-30
Filed2026-08-05
REGN
19.09%REGENERON PHARMACEUTICALS COM
Shares16.6K
Event2026-06-30
Filed2026-08-05
IBM
-8.23%INTERNATIONAL BUSINESS MACHS COM
Shares36.6K
Event2026-06-30
Filed2026-08-05
UBER
-42.52%UBER TECHNOLOGIES INC COM
Shares140.7K
Event2026-06-30
Filed2026-08-05
CROWDSTRIKE HLDGS INC CL A
-0.03%CROWDSTRIKE HLDGS INC CL A
Shares13.3K
Event2026-06-30
Filed2026-08-05
PEP
0.70%PEPSICO INC COM
Shares74.8K
Event2026-06-30
Filed2026-08-05
UNITEDHEALTH GROUP INC COM
-10.90%UNITEDHEALTH GROUP INC COM
Shares23.8K
Event2026-06-30
Filed2026-08-05
ROK
0.08%ROCKWELL AUTOMATION INC COM
Shares19.9K
Event2026-06-30
Filed2026-08-05
QQQM
121.69%INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
Shares32.6K
Event2026-06-30
Filed2026-08-05
USFR
39.12%WISDOMTREE TR FLOATNG RAT TREA
Shares192.8K
Event2026-06-30
Filed2026-08-05
HEFA
-34.21%ISHARES TR HDG MSCI EAFE
Shares205.1K
Event2026-06-30
Filed2026-08-05
SPACE EXPLORATION TECHN CORP CLASS A COM STK
NewSPACE EXPLORATION TECHN CORP CLASS A COM STK
Shares56.1K
Event2026-06-30
Filed2026-08-05
SHM
-4.96%SPDR SERIES TRUST ST NUVE TERM ETF
Shares198.1K
Event2026-06-30
Filed2026-08-05
CGDV
3.65%CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT
Shares190.6K
Event2026-06-30
Filed2026-08-05
XLE
93.56%SELECT SECTOR SPDR TR ST STR ENERG ETF
Shares175.2K
Event2026-06-30
Filed2026-08-05
DYNF
-3.43%BLACKROCK ETF TRUST ISHARES US EQUIT
Shares136.4K
Event2026-06-30
Filed2026-08-05
DRSK
25.04%ETF SER SOLUTIONS APTUS DEFINED
Shares320.3K
Event2026-06-30
Filed2026-08-05
RWL
-2.20%INVESCO EXCH TRADED FD TR II S&P 500 REVENUE
Shares72.0K
Event2026-06-30
Filed2026-08-05
XOVR
NewENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETF
Shares431.9K
Event2026-06-30
Filed2026-08-05
SHV
-15.53%ISHARES TR TRUST ISHARE 0-1
Shares79.4K
Event2026-06-30
Filed2026-08-05
DE
1.75%DEERE & CO COM
Shares13.8K
Event2026-06-30
Filed2026-08-05
TJX
0.86%TJX COS INC NEW COM
Shares57.0K
Event2026-06-30
Filed2026-08-05
IWM
3.34%ISHARES TR RUSSELL 2000 ETF
Shares28.7K
Event2026-06-30
Filed2026-08-05
DUK
-5.50%DUKE ENERGY CORP NEW COM NEW
Shares67.1K
Event2026-06-30
Filed2026-08-05
SNDK
84.99%SANDISK CORP COM
Shares3.7K
Event2026-06-30
Filed2026-08-05
CISCO SYS INC COM
-0.72%CISCO SYS INC COM
Shares71.3K
Event2026-06-30
Filed2026-08-05
HIMU
2.35%BLACKROCK ETF TRUST II ISH HIG MUN ETF
Shares167.2K
Event2026-06-30
Filed2026-08-05
PNC
2.47%PNC FINL SVCS GROUP INC COM
Shares33.7K
Event2026-06-30
Filed2026-08-05
VO
295.02%VANGUARD INDEX FDS MID CAP ETF
Shares100.6K
Event2026-06-30
Filed2026-08-05
DELL
-14.53%DELL TECHNOLOGIES INC CL C
Shares18.6K
Event2026-06-30
Filed2026-08-05
SERVICENOW INC COM
-21.02%SERVICENOW INC COM
Shares80.8K
Event2026-06-30
Filed2026-08-05
ORACLE CORP COM
-3.99%ORACLE CORP COM
Shares54.2K
Event2026-06-30
Filed2026-08-05
VGT
653.48%VANGUARD WORLD FD INF TECH ETF
Shares65.5K
Event2026-06-30
Filed2026-08-05
LIN
307.78%LINDE PLC SHS
Shares14.8K
Event2026-06-30
Filed2026-08-05
NUKZ
8.64%EXCHANGE TRADED CONCEPTS TRU RANG NUCL RE ETF
Shares111.9K
Event2026-06-30
Filed2026-08-05
VXF
-4.77%VANGUARD INDEX FDS EXTEND MKT ETF
Shares30.6K
Event2026-06-30
Filed2026-08-05
GLD
-21.40%SPDR GOLD TR GOLD SHS
Shares20.4K
Event2026-06-30
Filed2026-08-05
KFY
0.36%KORN FERRY COM NEW
Shares112.7K
Event2026-06-30
Filed2026-08-05
VYM
-0.76%VANGUARD WHITEHALL FDS HIGH DIV YLD
Shares47.4K
Event2026-06-30
Filed2026-08-05
S&P GLOBAL INC COM
-30.31%S&P GLOBAL INC COM
Shares18.3K
Event2026-06-30
Filed2026-08-05
DBEF
-24.16%DBX ETF TR XTRACK MSCI EAFE
Shares133.9K
Event2026-06-30
Filed2026-08-05
DVY
0.32%ISHARES TR SELECT DIVID ETF
Shares46.5K
Event2026-06-30
Filed2026-08-05
CEG
143.02%CONSTELLATION ENERGY CORP COM
Shares29.2K
Event2026-06-30
Filed2026-08-05
IGIB
-31.27%ISHARES TR ISHS 5-10YR INVT
Shares135.2K
Event2026-06-30
Filed2026-08-05
CMI
6.42%CUMMINS INC COM
Shares10.1K
Event2026-06-30
Filed2026-08-05
SNPS
-14.04%SYNOPSYS INC COM
Shares15.7K
Event2026-06-30
Filed2026-08-05
MS
4.40%MORGAN STANLEY COM NEW
Shares33.4K
Event2026-06-30
Filed2026-08-05
ISRG
139.98%INTUITIVE SURGICAL INC COM NEW
Shares17.6K
Event2026-06-30
Filed2026-08-05
MBB
14.94%ISHARES TR MBS ETF
Shares73.2K
Event2026-06-30
Filed2026-08-05
BA
-9.06%BOEING CO COM
Shares31.9K
Event2026-06-30
Filed2026-08-05
IWD
0.28%ISHARES TR RUS 1000 VAL ETF
Shares28.2K
Event2026-06-30
Filed2026-08-05
SCHC
-0.04%SCHWAB STRATEGIC TR INTL SCEQT ETF
Shares141.9K
Event2026-06-30
Filed2026-08-05
PKW
-1.43%INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV
Shares47.7K
Event2026-06-30
Filed2026-08-05
XMMO
-4.38%INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM
Shares38.5K
Event2026-06-30
Filed2026-08-05
MPC
-0.34%MARATHON PETE CORP COM
Shares25.6K
Event2026-06-30
Filed2026-08-05
TXN
-3.06%TEXAS INSTRS INC COM
Shares21.7K
Event2026-06-30
Filed2026-08-05
DIA
-0.93%STATE STR SPDR DOW JONES IND UT SER 1
Shares12.2K
Event2026-06-30
Filed2026-08-05
NEXTERA ENERGY INC COM
-17.63%NEXTERA ENERGY INC COM
Shares69.7K
Event2026-06-30
Filed2026-08-05
JNK
-44.43%SPDR SERIES TRUST ST BLOO HIGH ETF
Shares62.5K
Event2026-06-30
Filed2026-08-05
MRVL
60.56%MARVELL TECHNOLOGY INC COM
Shares19.9K
Event2026-06-30
Filed2026-08-05
IPAC
-0.25%ISHARES TR CORE MSCI PAC
Shares71.8K
Event2026-06-30
Filed2026-08-05
VRT
-2.93%VERTIV HOLDINGS CO COM CL A
Shares17.5K
Event2026-06-30
Filed2026-08-05
IDUB
15.31%ETF SER SOLUTIONS APTUS INT ENH YL
Shares213.2K
Event2026-06-30
Filed2026-08-05
PM
-5.06%PHILIP MORRIS INTL INC COM
Shares32.2K
Event2026-06-30
Filed2026-08-05
LOW
-0.65%LOWES COS INC COM
Shares26.1K
Event2026-06-30
Filed2026-08-05
JMUB
9.92%J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF
Shares113.4K
Event2026-06-30
Filed2026-08-05
AMGN
-9.55%AMGEN INC COM
Shares15.8K
Event2026-06-30
Filed2026-08-05
LNG
-6.61%CHENIERE ENERGY INC COM NEW
Shares23.6K
Event2026-06-30
Filed2026-08-05
VBR
-7.56%VANGUARD INDEX FDS SM CP VAL ETF
Shares23.2K
Event2026-06-30
Filed2026-08-05
ONEQ
-2.74%FIDELITY COMWLTH TR NASDAQ COMPSIT
Shares54.5K
Event2026-06-30
Filed2026-08-05
DUSB
-14.78%DIMENSIONAL ETF TRUST ULTR FIX INC ETF
Shares110.3K
Event2026-06-30
Filed2026-08-05
MRK
-6.41%MERCK & CO INC COM
Shares43.6K
Event2026-06-30
Filed2026-08-05
VB
7.28%VANGUARD INDEX FDS SMALL CP ETF
Shares18.0K
Event2026-06-30
Filed2026-08-05
XLV
-7.77%SELECT SECTOR SPDR TR ST STR CARE ETF
Shares34.2K
Event2026-06-30
Filed2026-08-05
EMR
-9.42%EMERSON ELEC CO COM
Shares37.8K
Event2026-06-30
Filed2026-08-05
PTRB
1.56%PGIM ETF TR TOTA RETU BD ETF
Shares130.0K
Event2026-06-30
Filed2026-08-05
LMT
-8.54%LOCKHEED MARTIN CORP COM
Shares10.4K
Event2026-06-30
Filed2026-08-05
IWV
0.06%ISHARES TR RUSSELL 3000 ETF
Shares12.3K
Event2026-06-30
Filed2026-08-05
AKRE
-18.73%PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF
Shares98.8K
Event2026-06-30
Filed2026-08-05
EMLP
-3.56%FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY
Shares120.8K
Event2026-06-30
Filed2026-08-05
FAST
-5.83%FASTENAL CO COM
Shares109.3K
Event2026-06-30
Filed2026-08-05
SGOV
67.04%ISHARES TR 0-3 MTH TREASURY
Shares51.8K
Event2026-06-30
Filed2026-08-05
XLP
-46.45%SELECT SECTOR SPDR TR ST STR STAPL ETF
Shares61.9K
Event2026-06-30
Filed2026-08-05
ADP
-3.98%AUTOMATIC DATA PROCESSING IN COM
Shares22.8K
Event2026-06-30
Filed2026-08-05
IBKR
-0.16%INTERACTIVE BROKERS GROUP IN COM CL A
Shares57.6K
Event2026-06-30
Filed2026-08-05
FHEQ
24.11%FIDELITY GREENWOOD STREET TR HEDGED EQTY ETF
Shares150.8K
Event2026-06-30
Filed2026-08-05
QCOM
-3.40%QUALCOMM INC COM
Shares26.9K
Event2026-06-30
Filed2026-08-05
WASTE MGMT INC DEL COM
-0.40%WASTE MGMT INC DEL COM
Shares22.2K
Event2026-06-30
Filed2026-08-05
UNP
-70.07%UNION PAC CORP COM
Shares18.1K
Event2026-06-30
Filed2026-08-05
MGC
0.00%VANGUARD WORLD FD MEGA CAP INDEX
Shares17.9K
Event2026-06-30
Filed2026-08-05
KLAC
1195.71%KLA CORP COM NEW
Shares16.0K
Event2026-06-30
Filed2026-08-05
XLI
-0.49%SELECT SECTOR SPDR TR ST STR INDL ETF
Shares26.1K
Event2026-06-30
Filed2026-08-05
FLDR
2.88%FIDELITY MERRIMACK STR TR LOW DURTIN ETF
Shares95.3K
Event2026-06-30
Filed2026-08-05
NOBL
78.41%PROSHARES TR S&P 500 DV ARIST
Shares84.6K
Event2026-06-30
Filed2026-08-05
SOXX
7.47%ISHARES TR ISHARES SEMICDTR
Shares7.3K
Event2026-06-30
Filed2026-08-05
PPH
-54.27%VANECK ETF TRUST PHARMACEUTCL ETF
Shares42.5K
Event2026-06-30
Filed2026-08-05
CLX
-16.04%CLOROX CO DEL COM
Shares48.0K
Event2026-06-30
Filed2026-08-05
XSMO
-3.97%INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT
Shares48.5K
Event2026-06-30
Filed2026-08-05
WORLD GOLD TR SPDR GLD MINIS
7.15%WORLD GOLD TR SPDR GLD MINIS
Shares56.9K
Event2026-06-30
Filed2026-08-05
BDX
-0.41%BECTON DICKINSON & CO COM
Shares29.8K
Event2026-06-30
Filed2026-08-05
TOTL
3.99%SSGA ACTIVE ETF TR ST STR TOTAL ETF
Shares113.7K
Event2026-06-30
Filed2026-08-05
MO
1.62%ALTRIA GROUP INC COM
Shares61.8K
Event2026-06-30
Filed2026-08-05
IVE
-6.52%ISHARES TR S&P 500 VAL ETF
Shares19.5K
Event2026-06-30
Filed2026-08-05
ABT
-58.91%ABBOTT LABORATORIES COM
Shares48.3K
Event2026-06-30
Filed2026-08-05
C
-13.87%CITIGROUP INC COM NEW
Shares31.2K
Event2026-06-30
Filed2026-08-05
CMF
0.09%ISHARES TR CALIF MUN BD ETF
Shares75.8K
Event2026-06-30
Filed2026-08-05
SELECT SECTOR SPDR TR ST STR UTIL ETF
-54.32%SELECT SECTOR SPDR TR ST STR UTIL ETF
Shares95.1K
Event2026-06-30
Filed2026-08-05
SOUTHERN CO COM
-6.45%SOUTHERN CO COM
Shares45.0K
Event2026-06-30
Filed2026-08-05
OSCV
16.08%ETF SER SOLUTIONS OPUS SML CP VL
Shares101.9K
Event2026-06-30
Filed2026-08-05
FITB
-1.18%FIFTH THIRD BANCORP COM
Shares76.1K
Event2026-06-30
Filed2026-08-05
RSP
-4.02%INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
Shares19.9K
Event2026-06-30
Filed2026-08-05
SPYV
-1.20%SPDR SERIES TRUST ST STR P500VAL
Shares68.9K
Event2026-06-30
Filed2026-08-05
WDC
26.03%WESTERN DIGITAL CORP COM
Shares6.5K
Event2026-06-30
Filed2026-08-05
CIBR
-37.15%FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF
Shares45.5K
Event2026-06-30
Filed2026-08-05
OKE
-12.94%ONEOK INC NEW COM
Shares46.2K
Event2026-06-30
Filed2026-08-05
SMA
-16.22%SMARTSTOP SELF STORAG REIT I COMMON STOCK
Shares122.4K
Event2026-06-30
Filed2026-08-05
IGRO
0.84%ISHARES TR INTL DIV GRWTH
Shares45.0K
Event2026-06-30
Filed2026-08-05
EPS
-0.82%WISDOMTREE TR US LARGECAP FUND
Shares50.5K
Event2026-06-30
Filed2026-08-05
ETR
-0.29%ENTERGY CORP NEW COM
Shares33.9K
Event2026-06-30
Filed2026-08-05
BLK
-2.55%BLACKROCK INC COM
Shares4.0K
Event2026-06-30
Filed2026-08-05
DEFR
24.31%ETF SER SOLUTIONS APTU DEFD IN ETF
Shares144.6K
Event2026-06-30
Filed2026-08-05
3M CO COM
-0.36%3M CO COM
Shares23.7K
Event2026-06-30
Filed2026-08-05
BNL
-3.98%BROADSTONE NET LEASE INC COM
Shares184.5K
Event2026-06-30
Filed2026-08-05
CBC
0.75%CENTRAL BANCOMPANY COM CL A
Shares125.2K
Event2026-06-30
Filed2026-08-05
SDY
0.86%SPDR SERIES TRUST ST STR SP DIV
Shares24.7K
Event2026-06-30
Filed2026-08-05
CPSL
14.52%CALAMOS ETF TR LADD S&P 500 ETF
Shares134.2K
Event2026-06-30
Filed2026-08-05
PECO
-2.23%PHILLIPS EDISON & CO INC COMMON STOCK
Shares89.5K
Event2026-06-30
Filed2026-08-05
PLD
4.42%PROLOGIS INC. COM
Shares27.3K
Event2026-06-30
Filed2026-08-05
USMV
0.07%ISHARES TR MSCI USA MIN ETF
Shares38.3K
Event2026-06-30
Filed2026-08-05
AEP
-9.93%AMERICAN ELEC PWR CO INC COM
Shares26.6K
Event2026-06-30
Filed2026-08-05
FNF
-0.05%FIDELITY NATL FINL INC COM SHS
Shares76.6K
Event2026-06-30
Filed2026-08-05
SPTL
NewSPDR SERIES TRUST ST LON TREAS ETF
Shares136.8K
Event2026-06-30
Filed2026-08-05
LQDW
3.80%ISHARES TR INVT GRD CORP BD
Shares148.6K
Event2026-06-30
Filed2026-08-05
OKLO
46.86%OKLO INC COM CL A
Shares68.1K
Event2026-06-30
Filed2026-08-05
FTCB
-0.82%FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT
Shares170.8K
Event2026-06-30
Filed2026-08-05
APOLLO GLOBAL MGMT INC COM
11.62%APOLLO GLOBAL MGMT INC COM
Shares29.7K
Event2026-06-30
Filed2026-08-05
FSLR
6.74%FIRST SOLAR INC COM
Shares14.7K
Event2026-06-30
Filed2026-08-05
NXTE
0.78%INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA
Shares63.9K
Event2026-06-30
Filed2026-08-05
IWB
20.50%ISHARES TR RUS 1000 ETF
Shares8.4K
Event2026-06-30
Filed2026-08-05
NBIS
28.52%NEBIUS GROUP N.V. SHS CLASS A
Shares12.5K
Event2026-06-30
Filed2026-08-05
BIL
0.65%SPDR SERIES TRUST ST STR BLO 1 ETF
Shares37.3K
Event2026-06-30
Filed2026-08-05
MELI
9.70%MERCADOLIBRE INC COM
Shares2.0K
Event2026-06-30
Filed2026-08-05
SPDW
-0.25%SPDR INDEX SHS FDS ST STR PO EX ETF
Shares67.8K
Event2026-06-30
Filed2026-08-05
GD
-3.30%GENERAL DYNAMICS CORP COM
Shares9.6K
Event2026-06-30
Filed2026-08-05
DUBS
17.64%ETF SER SOLUTIONS APTUS LARGE CAP
Shares81.1K
Event2026-06-30
Filed2026-08-05
FTNT
-21.59%FORTINET INC COM
Shares21.8K
Event2026-06-30
Filed2026-08-05
ILCV
1.76%ISHARES TR MORNINGSTAR VALU
Shares33.0K
Event2026-06-30
Filed2026-08-05
SCHD
10.71%SCHWAB STRATEGIC TR US DIVIDEND EQ
Shares105.3K
Event2026-06-30
Filed2026-08-05
BIZD
NewVANECK ETF TRUST BDC INCOME ETF
Shares263.6K
Event2026-06-30
Filed2026-08-05
TDG
0.69%TRANSDIGM GROUP INC COM
Shares2.5K
Event2026-06-30
Filed2026-08-05
XLC
-3.48%SELECT SECTOR SPDR TR ST STR SVC ETF
Shares30.8K
Event2026-06-30
Filed2026-08-05
SCHO
-1.87%SCHWAB STRATEGIC TR SHT TM US TRES
Shares135.6K
Event2026-06-30
Filed2026-08-05
NSC
0.37%NORFOLK SOUTHN CORP COM
Shares10.4K
Event2026-06-30
Filed2026-08-05
TQQQ
128.01%PROSHARES TR ULTRAPRO QQQ
Shares40.0K
Event2026-06-30
Filed2026-08-05
TENB
-3.58%TENABLE HLDGS INC COM
Shares87.7K
Event2026-06-30
Filed2026-08-05
MGK
-80.24%VANGUARD WORLD FD MEGA GRWTH IND
Shares36.6K
Event2026-06-30
Filed2026-08-05
PSX
-0.42%PHILLIPS 66 COM
Shares19.0K
Event2026-06-30
Filed2026-08-05
HYMB
-13.13%SPDR SERIES TRUST ST NUVE HIGH ETF
Shares125.7K
Event2026-06-30
Filed2026-08-05
GLW
2.88%CORNING INC COM
Shares12.4K
Event2026-06-30
Filed2026-08-05
ADI
-4.42%ANALOG DEVICES INC COM
Shares7.8K
Event2026-06-30
Filed2026-08-05
VZ
-16.47%VERIZON COMMUNICATIONS INC COM
Shares73.2K
Event2026-06-30
Filed2026-08-05
MDY
-0.23%STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP
Shares4.4K
Event2026-06-30
Filed2026-08-05
PAVE
1.24%GLOBAL X FDS US INFR DEV ETF
Shares51.6K
Event2026-06-30
Filed2026-08-05
WFC
-4.95%WELLS FARGO & CO COM
Shares36.7K
Event2026-06-30
Filed2026-08-05
SPEM
16.06%SPDR INDEX SHS FDS ST PORT MARK ETF
Shares58.5K
Event2026-06-30
Filed2026-08-05
JUCY
32.97%ETF SER SOLUTIONS APTUS ENHANCED
Shares136.8K
Event2026-06-30
Filed2026-08-05
VBK
-7.00%VANGUARD INDEX FDS SML CP GRW ETF
Shares8.2K
Event2026-06-30
Filed2026-08-05
HLT
-4.13%HILTON WORLDWIDE HLDGS INC COM
Shares8.8K
Event2026-06-30
Filed2026-08-05
TER
-0.15%TERADYNE INC COM
Shares6.0K
Event2026-06-30
Filed2026-08-05
SMH
20.11%VANECK ETF TRUST SEMICONDUCTR ETF
Shares4.4K
Event2026-06-30
Filed2026-08-05
CHUBB LIMITED COM
-1.93%CHUBB LIMITED COM
Shares8.3K
Event2026-06-30
Filed2026-08-05
BX
6.77%BLACKSTONE INC COM
Shares24.1K
Event2026-06-30
Filed2026-08-05
VONG
8.08%VANGUARD SCOTTSDALE FDS VNG RUS1000GRW
Shares22.2K
Event2026-06-30
Filed2026-08-05
SBUX
42.10%STARBUCKS CORP COM
Shares27.3K
Event2026-06-30
Filed2026-08-05
RMD
-16.73%RESMED INC COM
Shares14.3K
Event2026-06-30
Filed2026-08-05
LAMR
-2.29%LAMAR ADVERTISING CO CL A
Shares17.8K
Event2026-06-30
Filed2026-08-05
T
-23.92%AT&T INC COM
Shares132.6K
Event2026-06-30
Filed2026-08-05
ICSH
-11.49%ISHARES TR ULTRA SHORT DUR
Shares54.2K
Event2026-06-30
Filed2026-08-05
PFE
-2.84%PFIZER INC COM
Shares113.2K
Event2026-06-30
Filed2026-08-05
DIS
-17.54%DISNEY WALT CO COM
Shares28.3K
Event2026-06-30
Filed2026-08-05
HAL
0.30%HALLIBURTON CO COM
Shares80.1K
Event2026-06-30
Filed2026-08-05
HYG
8.07%ISHARES TR IBOXX HI YD ETF
Shares34.0K
Event2026-06-30
Filed2026-08-05
KOID
-0.13%KRANESHARES TRUST GBL HUMANOID ROB
Shares65.9K
Event2026-06-30
Filed2026-08-05
NVO
-2.50%NOVO-NORDISK A S ADR
Shares56.5K
Event2026-06-30
Filed2026-08-05
CGGR
-15.28%CAPITAL GROUP GROWTH ETF SHS CREAT UNIT
Shares57.2K
Event2026-06-30
Filed2026-08-05
PAAA
-2.41%PGIM ETF TR AAA CLO ETF
Shares52.6K
Event2026-06-30
Filed2026-08-05
ARM
100.87%ARM HOLDINGS PLC SPONSORED ADS
Shares7.6K
Event2026-06-30
Filed2026-08-05
CSX
0.38%CSX CORP COM
Shares56.4K
Event2026-06-30
Filed2026-08-05
XMLV
-0.15%INVESCO EXCH TRADED FD TR II S&P MIDCP LOW
Shares40.3K
Event2026-06-30
Filed2026-08-05
HSBC
-5.07%HSBC HLDGS PLC SPON ADR NEW
Shares28.0K
Event2026-06-30
Filed2026-08-05
SMMU
9.47%PIMCO ETF TR SHTRM MUN BD ACT
Shares52.5K
Event2026-06-30
Filed2026-08-05
SYK
-12.08%STRYKER CORPORATION COM
Shares8.4K
Event2026-06-30
Filed2026-08-05
NVS
2.66%NOVARTIS AG SPONSORED ADR
Shares16.6K
Event2026-06-30
Filed2026-08-05
SPTS
-0.33%SPDR SERIES TRUST ST SHO TREAS ETF
Shares89.5K
Event2026-06-30
Filed2026-08-05
FFIN
-0.01%FIRST FINL BANKSHARES INC COM
Shares74.8K
Event2026-06-30
Filed2026-08-05
DFIC
-0.83%DIMENSIONAL ETF TRUST INTL CORE EQUITY
Shares68.7K
Event2026-06-30
Filed2026-08-05
VLO
-23.09%VALERO ENERGY CORP COM
Shares9.6K
Event2026-06-30
Filed2026-08-05
CRM
-68.31%SALESFORCE INC COM
Shares16.0K
Event2026-06-30
Filed2026-08-05
COP
-13.01%CONOCOPHILLIPS COM
Shares23.8K
Event2026-06-30
Filed2026-08-05
VFLO
16.76%VICTORY PORTFOLIOS II SHS FR CA FL ETF
Shares53.8K
Event2026-06-30
Filed2026-08-05
ERO
88.79%ERO COPPER CORP COM
Shares91.8K
Event2026-06-30
Filed2026-08-05
ITW
-6.87%ILLINOIS TOOL WKS INC COM
Shares8.9K
Event2026-06-30
Filed2026-08-05
OBDC
52.08%BLUE OWL CAPITAL CORPORATION COM
Shares219.2K
Event2026-06-30
Filed2026-08-05
JOHNSON CONTROLS INTERNATION SHS
-5.74%JOHNSON CONTROLS INTERNATION SHS
Shares16.3K
Event2026-06-30
Filed2026-08-05
KMI
-3.82%KINDER MORGAN INC DEL COM
Shares73.8K
Event2026-06-30
Filed2026-08-05
USSG
2.96%DBX ETF TR XTRACKERS MSCI
Shares33.3K
Event2026-06-30
Filed2026-08-05
WCN
-12.18%WASTE CONNECTIONS INC COM
Shares13.8K
Event2026-06-30
Filed2026-08-05
VWO
17.23%VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
Shares38.1K
Event2026-06-30
Filed2026-08-05
AMT
-0.75%AMERICAN TOWER CORP COM
Shares13.9K
Event2026-06-30
Filed2026-08-05
APLD
21.34%APPLIED DIGITAL CORP COM NEW
Shares60.3K
Event2026-06-30
Filed2026-08-05
NOC
-10.47%NORTHROP GRUMMAN CORP COM
Shares4.4K
Event2026-06-30
Filed2026-08-05
SOXL
-37.72%DIREXION SHARES ETF TRUST DAI SEM BUL ETF
Shares8.3K
Event2026-06-30
Filed2026-08-05
HONEYWELL INTL INC COM
NewHONEYWELL INTL INC COM
Shares9.9K
Event2026-06-30
Filed2026-08-05
APPLOVIN CORP COM CL A
118.99%APPLOVIN CORP COM CL A
Shares4.3K
Event2026-06-30
Filed2026-08-05
GSK PLC SPONSORED ADR
-27.95%GSK PLC SPONSORED ADR
Shares42.2K
Event2026-06-30
Filed2026-08-05
RY
-4.65%ROYAL BK CDA COM
Shares10.7K
Event2026-06-30
Filed2026-08-05
HONEYWELL AEROSPACE INC COM
NewHONEYWELL AEROSPACE INC COM
Shares9.9K
Event2026-06-30
Filed2026-08-05
CGXU
33.81%CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT
Shares63.1K
Event2026-06-30
Filed2026-08-05
TMUS
-12.69%T-MOBILE US INC COM
Shares13.0K
Event2026-06-30
Filed2026-08-05
USB
-4.67%US BANCORP COM NEW
Shares36.0K
Event2026-06-30
Filed2026-08-05
ENB
-1.74%ENBRIDGE INC COM
Shares39.9K
Event2026-06-30
Filed2026-08-05
IJT
-5.47%ISHARES TR S&P SML 600 GWT
Shares11.9K
Event2026-06-30
Filed2026-08-05
JBND
10.62%J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF
Shares39.7K
Event2026-06-30
Filed2026-08-05
IDEXX LABS INC COM
1.20%IDEXX LABS INC COM
Shares4.0K
Event2026-06-30
Filed2026-08-05
XSD
8.07%SPDR SERIES TRUST ST STR SP SEMI
Shares3.3K
Event2026-06-30
Filed2026-08-05
BTI
26.94%BRITISH AMERN TOB PLC SPONSORED ADR
Shares33.4K
Event2026-06-30
Filed2026-08-05
BKNG
2146.00%BOOKING HOLDINGS INC COM
Shares11.5K
Event2026-06-30
Filed2026-08-05
VGIT
0.42%VANGUARD SCOTTSDALE FDS INTER TERM TREAS
Shares34.8K
Event2026-06-30
Filed2026-08-05
RWJ
-2.15%INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600
Shares34.4K
Event2026-06-30
Filed2026-08-05
AGX
-9.48%ARGAN INC COM
Shares2.6K
Event2026-06-30
Filed2026-08-05
O
6.78%REALTY INCOME CORP COM
Shares32.8K
Event2026-06-30
Filed2026-08-05
AFL
-0.87%AFLAC INC COM
Shares17.1K
Event2026-06-30
Filed2026-08-05
QUANTA SVCS INC COM
-10.57%QUANTA SVCS INC COM
Shares2.8K
Event2026-06-30
Filed2026-08-05
PGR
-6.04%PROGRESSIVE CORP COM
Shares9.1K
Event2026-06-30
Filed2026-08-05
SLV
-1.44%ISHARES SILVER TR ISHARES
Shares37.1K
Event2026-06-30
Filed2026-08-05
ROUNDHILL ETF TRUST MEMORY ETF
NewROUNDHILL ETF TRUST MEMORY ETF
Shares26.7K
Event2026-06-30
Filed2026-08-05
VGSH
2.80%VANGUARD SCOTTSDALE FDS SHORT TERM TREAS
Shares33.0K
Event2026-06-30
Filed2026-08-05
CGMS
0.40%CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR
Shares69.8K
Event2026-06-30
Filed2026-08-05
GILD
-6.02%GILEAD SCIENCES INC COM
Shares15.1K
Event2026-06-30
Filed2026-08-05
FDX
-0.78%FEDEX CORP COM
Shares6.0K
Event2026-06-30
Filed2026-08-05
DAL
-24.33%DELTA AIR LINES INC COM NEW
Shares19.9K
Event2026-06-30
Filed2026-08-05
VYMI
9.40%VANGUARD WHITEHALL FDS INTL HIGH ETF
Shares18.7K
Event2026-06-30
Filed2026-08-05
FSCO
-8.12%FS CREDIT OPPORTUNITIES CORP COMMON STOCK
Shares366.6K
Event2026-06-30
Filed2026-08-05
CAH
0.84%CARDINAL HEALTH INC COM
Shares7.6K
Event2026-06-30
Filed2026-08-05
PH
-3.16%PARKER-HANNIFIN CORP COM
Shares1.8K
Event2026-06-30
Filed2026-08-05
XLF
-46.82%SELECT SECTOR SPDR TR ST STR FINL ETF
Shares33.3K
Event2026-06-30
Filed2026-08-05
TD
-4.48%TORONTO DOMINION BK ONT COM NEW
Shares14.7K
Event2026-06-30
Filed2026-08-05
WELL
21.53%WELLTOWER INC COM
Shares7.9K
Event2026-06-30
Filed2026-08-05
OEF
0.00%ISHARES TR S&P 100 ETF
Shares4.8K
Event2026-06-30
Filed2026-08-05
PAAS
NewPAN AMERN SILVER CORP COM
Shares39.4K
Event2026-06-30
Filed2026-08-05
ASTRAZENECA PLC ORD
-2.12%ASTRAZENECA PLC ORD
Shares9.3K
Event2026-06-30
Filed2026-08-05
APH
-0.09%AMPHENOL CORP CL A
Shares10.0K
Event2026-06-30
Filed2026-08-05
DFUS
0.00%DIMENSIONAL ETF TRUST US EQUI MARK ETF
Shares21.4K
Event2026-06-30
Filed2026-08-05
SCHW
1.04%SCHWAB CHARLES CORP COM
Shares19.0K
Event2026-06-30
Filed2026-08-05
DHR
-3.02%DANAHER CORP DEL COM
Shares9.2K
Event2026-06-30
Filed2026-08-05
SHOP
52.79%SHOPIFY INC CL A SUB VTG SHS
Shares15.3K
Event2026-06-30
Filed2026-08-05
SMCI
-9.84%SUPER MICRO COMPUTER INC COM NEW
Shares59.1K
Event2026-06-30
Filed2026-08-05
CTAS
-8.06%CINTAS CORP COM
Shares10.2K
Event2026-06-30
Filed2026-08-05
NDAQ
-5.54%NASDAQ INC COM
Shares21.9K
Event2026-06-30
Filed2026-08-05
MUFG
-4.57%MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS
Shares86.2K
Event2026-06-30
Filed2026-08-05
ACWI
-6.01%ISHARES TR MSCI ACWI ETF
Shares10.9K
Event2026-06-30
Filed2026-08-05
LMBS
1.42%FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT
Shares34.2K
Event2026-06-30
Filed2026-08-05
TGT
12.77%TARGET CORP COM
Shares13.0K
Event2026-06-30
Filed2026-08-05
SHW
-2.26%SHERWIN WILLIAMS CO COM
Shares4.9K
Event2026-06-30
Filed2026-08-05
COHR
1.34%COHERENT CORP COM
Shares4.2K
Event2026-06-30
Filed2026-08-05
ING
-2.59%ING GROEP N.V. SPONSORED ADR
Shares53.0K
Event2026-06-30
Filed2026-08-05
VDC
-4.44%VANGUARD WORLD FD CONSUM STP ETF
Shares7.3K
Event2026-06-30
Filed2026-08-05
DATADOG INC CL A COM
116.32%DATADOG INC CL A COM
Shares6.3K
Event2026-06-30
Filed2026-08-05
UPS
-3.08%UNITED PARCEL SVCS INC CL B
Shares15.3K
Event2026-06-30
Filed2026-08-05
URI
-2.63%UNITED RENTALS INC COM
Shares1.4K
Event2026-06-30
Filed2026-08-05
IWP
1.43%ISHARES TR RUS MD CP GR ETF
Shares10.9K
Event2026-06-30
Filed2026-08-05
FIW
-1.83%FIRST TR EXCHANGE-TRADED FD WTR ETF
Shares14.4K
Event2026-06-30
Filed2026-08-05
WAT
0.29%WATERS CORP COM
Shares4.1K
Event2026-06-30
Filed2026-08-05
ACWX
0.48%ISHARES TR MSCI ACWI EX US
Shares20.3K
Event2026-06-30
Filed2026-08-05
VHT
-11.73%VANGUARD WORLD FD HEALTH CAR ETF
Shares5.2K
Event2026-06-30
Filed2026-08-05
DFAT
-2.46%DIMENSIONAL ETF TRUST US TARGETED VLU
Shares22.1K
Event2026-06-30
Filed2026-08-05
VIS
-12.12%VANGUARD WORLD FD INDUSTRIAL ETF
Shares4.3K
Event2026-06-30
Filed2026-08-05
VCLT
1.26%VANGUARD SCOTTSDALE FDS LG-TERM COR BD
Shares20.1K
Event2026-06-30
Filed2026-08-05
DAPR
598.19%FIRST TR EXCHNG TRADED FD VI FT VEST U.S.
Shares37.0K
Event2026-06-30
Filed2026-08-05
VGSR
0.20%MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE
Shares132.5K
Event2026-06-30
Filed2026-08-05
IWS
86.00%ISHARES TR RUS MDCP VAL ETF
Shares9.2K
Event2026-06-30
Filed2026-08-05
DGRO
-5.91%ISHARES TR CORE DIV GRWTH
Shares19.8K
Event2026-06-30
Filed2026-08-05
BRK.A
NewBERKSHIRE HATHAWAY INC DEL CL A
Shares2
Event2026-06-30
Filed2026-08-05
IGEB
0.65%ISHARES TR INVT GRAD SY ETF
Shares33.2K
Event2026-06-30
Filed2026-08-05
FIX
-13.56%COMFORT SYS USA INC COM
Shares752
Event2026-06-30
Filed2026-08-05
UL
-3.48%UNILEVER PLC SPON ADR NEW
Shares24.8K
Event2026-06-30
Filed2026-08-05
BMY
-0.50%BRISTOL-MYERS SQUIBB CO COM
Shares25.8K
Event2026-06-30
Filed2026-08-05
AKAMAI TECHNOLOGIES INC COM
NewAKAMAI TECHNOLOGIES INC COM
Shares12.5K
Event2026-06-30
Filed2026-08-05
DFUV
-17.36%DIMENSIONAL ETF TRUST US MKTWIDE VALUE
Shares26.7K
Event2026-06-30
Filed2026-08-05
CRDO
4.27%CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES
Shares5.4K
Event2026-06-30
Filed2026-08-05
SLYG
7.78%SPDR SERIES TRUST ST STR SP600GRWO
Shares12.3K
Event2026-06-30
Filed2026-08-05
PFF
0.49%ISHARES TR PFD AND INCM SEC
Shares47.7K
Event2026-06-30
Filed2026-08-05
TT
6.25%TRANE TECHNOLOGIES PLC SHS
Shares3.0K
Event2026-06-30
Filed2026-08-05
DFGP
1.81%DIMENSIONAL ETF TRUST GLOB CO PLUS ETF
Shares26.6K
Event2026-06-30
Filed2026-08-05
SHEL
-14.59%SHELL PLC SPON ADS
Shares18.7K
Event2026-06-30
Filed2026-08-05
CME
-7.65%CME GROUP INC COM
Shares6.6K
Event2026-06-30
Filed2026-08-05
ALAB
4.04%ASTERA LABS INC COM
Shares3.0K
Event2026-06-30
Filed2026-08-05
VRTX
24.16%VERTEX PHARMACEUTICALS INC COM
Shares2.9K
Event2026-06-30
Filed2026-08-05
FREEPORT MCMORAN INC CL B
-24.42%FREEPORT MCMORAN INC CL B
Shares22.7K
Event2026-06-30
Filed2026-08-05
DOMINION ENERGY INC COM
-0.08%DOMINION ENERGY INC COM
Shares20.9K
Event2026-06-30
Filed2026-08-05
RHTX
-3.09%STARBOARD INVT TR RH TACT OUTL ETF
Shares71.2K
Event2026-06-30
Filed2026-08-05
EFAV
6.31%ISHARES TR MSCI EAFE MIN VL
Shares16.1K
Event2026-06-30
Filed2026-08-05
SAP
-2.50%SAP SE SPON ADR
Shares9.0K
Event2026-06-30
Filed2026-08-05
SCCO
4.28%SOUTHERN COPPER CORP COM
Shares8.0K
Event2026-06-30
Filed2026-08-05
ASTS
NewAST SPACEMOBILE INC COM CL A
Shares15.6K
Event2026-06-30
Filed2026-08-05
XBI
-18.37%SPDR SERIES TRUST ST STR SP BIOT
Shares8.7K
Event2026-06-30
Filed2026-08-05
MPWR
-4.67%MONOLITHIC PWR SYS INC COM
Shares979
Event2026-06-30
Filed2026-08-05
LQD
-27.27%ISHARES TR IBOXX INV CP ETF
Shares12.3K
Event2026-06-30
Filed2026-08-05
AIQ
12.57%GLOBAL X FDS ARTIFICIAL ETF
Shares20.5K
Event2026-06-30
Filed2026-08-05
NUHY
NewNUSHARES ETF TR ESG HI TLD CRP
Shares61.7K
Event2026-06-30
Filed2026-08-05
SILA
-6.57%SILA REALTY TRUST INC COMMON STOCK
Shares43.5K
Event2026-06-30
Filed2026-08-05
XLY
-6.98%SELECT SECTOR SPDR TR ST STR DISCR ETF
Shares11.2K
Event2026-06-30
Filed2026-08-05
CL
0.30%COLGATE PALMOLIVE CO COM
Shares14.3K
Event2026-06-30
Filed2026-08-05
SRE
-10.68%SEMPRA COM
Shares14.2K
Event2026-06-30
Filed2026-08-05
PPA
-1.80%INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN
Shares7.4K
Event2026-06-30
Filed2026-08-05
CP
0.00%CANADIAN PACIFIC KANSAS CITY COM
Shares14.9K
Event2026-06-30
Filed2026-08-05
COF
-10.91%CAPITAL ONE FINL CORP COM
Shares6.5K
Event2026-06-30
Filed2026-08-05
APD
-8.88%AIR PRODUCTS AND CHEMICALS I COM
Shares4.4K
Event2026-06-30
Filed2026-08-05
NVT
2.02%NVENT ELEC PLC SHS
Shares7.6K
Event2026-06-30
Filed2026-08-05
ROYAL CARIBBEAN GROUP COM
-3.81%ROYAL CARIBBEAN GROUP COM
Shares4.1K
Event2026-06-30
Filed2026-08-05
RACE
-3.24%FERRARI N V COM
Shares3.5K
Event2026-06-30
Filed2026-08-05
RELX
-3.01%RELX PLC SPONSORED ADR
Shares40.7K
Event2026-06-30
Filed2026-08-05
PCMM
-3.26%BONDBLOXX ETF TRUST PRIVA CR CLO ETF
Shares25.7K
Event2026-06-30
Filed2026-08-05
IGV
-40.18%ISHARES TR EXPANDED TECH
Shares14.1K
Event2026-06-30
Filed2026-08-05
CVS
-10.21%CVS HEALTH CORP COM
Shares12.3K
Event2026-06-30
Filed2026-08-05
ALIBABA GROUP HLDG LTD SPONSORED ADS
-33.98%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares13.2K
Event2026-06-30
Filed2026-08-05
MAGS
-2.30%LISTED FDS TR ROUN MA SEVE ETF
Shares19.7K
Event2026-06-30
Filed2026-08-05
ARWR
-3.10%ARROWHEAD PHARMACEUTICALS IN COM
Shares15.3K
Event2026-06-30
Filed2026-08-05
IBIT
-15.44%ISHARES BITCOIN TRUST ETF SHS BEN INT
Shares37.5K
Event2026-06-30
Filed2026-08-05
IVT
-0.36%INVENTRUST PPTYS CORP COM NEW
Shares35.0K
Event2026-06-30
Filed2026-08-05
KOMP
19.32%SPDR SERIES TRUST SP KENSHO NEWEC
Shares17.1K
Event2026-06-30
Filed2026-08-05
VFH
-8.60%VANGUARD WORLD FD FINANCIALS ETF
Shares9.3K
Event2026-06-30
Filed2026-08-05
CRWV
27.76%COREWEAVE INC COM CL A
Shares12.1K
Event2026-06-30
Filed2026-08-05
FTSM
-68.89%FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW
Shares20.0K
Event2026-06-30
Filed2026-08-05
KIDS
0.07%ORTHOPEDIATRICS CORP COM
Shares62.5K
Event2026-06-30
Filed2026-08-05
TM
-6.35%TOYOTA MOTOR CORP ADS
Shares7.1K
Event2026-06-30
Filed2026-08-05
JBHT
-10.90%HUNT J B TRANS SVCS INC COM
Shares4.1K
Event2026-06-30
Filed2026-08-05
XFIV
25.81%BONDBLOXX ETF TRUST BLOOMBERG FVE YR
Shares24.2K
Event2026-06-30
Filed2026-08-05
EASG
5.55%DBX ETF TR XTRACKERS MSCI
Shares30.7K
Event2026-06-30
Filed2026-08-05
EQIX
20.97%EQUINIX INC COM
Shares1.1K
Event2026-06-30
Filed2026-08-05
SHYG
0.76%ISHARES TR 0-5YR HI YL CP
Shares27.6K
Event2026-06-30
Filed2026-08-05
RSG
-8.01%REPUBLIC SVCS INC COM
Shares5.5K
Event2026-06-30
Filed2026-08-05
VIGI
2.23%VANGUARD WHITEHALL FDS INTL DVD ETF
Shares12.4K
Event2026-06-30
Filed2026-08-05
LUV
-27.94%SOUTHWEST AIRLS CO COM
Shares22.4K
Event2026-06-30
Filed2026-08-05
BBP
-29.28%ETFIS SER TR I VIRTU BIOTE ETF
Shares11.9K
Event2026-06-30
Filed2026-08-05
ALL
-2.69%ALLSTATE CORP COM
Shares4.8K
Event2026-06-30
Filed2026-08-05
EPR
-0.65%EPR PPTYS COM SH BEN INT
Shares19.7K
Event2026-06-30
Filed2026-08-05
VOX
-15.32%VANGUARD WORLD FD COMM SRVC ETF
Shares6.2K
Event2026-06-30
Filed2026-08-05
PBR
-11.81%PETROLEO BRASILEIRO S A SPONSORED ADR
Shares70.4K
Event2026-06-30
Filed2026-08-05
FQAL
-25.16%FIDELITY COVINGTON TRUST QLTY FCTOR ETF
Shares14.0K
Event2026-06-30
Filed2026-08-05
DVN
-39.07%DEVON ENERGY CORP NEW COM
Shares27.3K
Event2026-06-30
Filed2026-08-05
Call Option Holdings
PALANTIR TECHNOLOGIES INC CL A Call CallPALANTIR TECHNOLOGIES INC CL A4.0K shares33.33%2026-06-302026-08-05
FRMI Call
NewFERMI INC COM
Shares2.1M
Event2026-06-30
Filed2026-08-05
MU Call
-92.59%MICRON TECHNOLOGY INC COM
Shares1.0K
Event2026-06-30
Filed2026-08-05
ANET Call
NewARISTA NETWORKS INC COM SHS
Shares11.0K
Event2026-06-30
Filed2026-08-05
TSLA Call
150.00%TESLA INC COM
Shares500
Event2026-06-30
Filed2026-08-05
EFA Call
0.00%ISHARES TR MSCI EAFE ETF
Shares16.1K
Event2026-06-30
Filed2026-08-05
BROADCOM INC COM Call
0.00%BROADCOM INC COM
Shares6.0K
Event2026-06-30
Filed2026-08-05
ZS Call
NewZSCALER INC COM
Shares4.0K
Event2026-06-30
Filed2026-08-05
NVDA Call
-14.29%NVIDIA CORPORATION COM
Shares6.0K
Event2026-06-30
Filed2026-08-05
CRWV Call
NewCOREWEAVE INC COM CL A
Shares4.0K
Event2026-06-30
Filed2026-08-05
META PLATFORMS INC CL A Call
100.00%META PLATFORMS INC CL A
Shares3.0K
Event2026-06-30
Filed2026-08-05
AAPL Call
0.00%APPLE INC COM
Shares100
Event2026-06-30
Filed2026-08-05
PALANTIR TECHNOLOGIES INC CL A Call
33.33%PALANTIR TECHNOLOGIES INC CL A
Shares4.0K
Event2026-06-30
Filed2026-08-05
NKE Call
NewNIKE INC CL B
Shares100
Event2026-06-30
Filed2026-08-05
SLV Call
NewISHARES SILVER TR ISHARES
Shares500
Event2026-06-30
Filed2026-08-05
PYPL Call
0.00%PAYPAL HLDGS INC COM
Shares2.0K
Event2026-06-30
Filed2026-08-05
Put Option Holdings
STATE STR SPDR S&P 500 ETF T TR UNIT Put PutSTATE STR SPDR S&P 500 ETF T TR UNIT2.6K shares-7.14%2026-06-302026-08-05
COHR Put
0.00%COHERENT CORP COM
Shares2.4K
Event2026-06-30
Filed2026-08-05
STATE STR SPDR S&P 500 ETF T TR UNIT Put
-7.14%STATE STR SPDR S&P 500 ETF T TR UNIT
Shares2.6K
Event2026-06-30
Filed2026-08-05
IWM Put
NewISHARES TR RUSSELL 2000 ETF
Shares100
Event2026-06-30
Filed2026-08-05
CARR Put
NewCARRIER GLOBAL CORPORATION COM
Shares300
Event2026-06-30
Filed2026-08-05