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The Analysis of Principle Wealth Partners LLC's Holdings & P&L

Currently, Principle Wealth Partners LLC holds 398 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in VUG (+609.5K shares, valued at $52.5M), VOOG (+452.6K shares, valued at $37.4M), VGT (+120.9K shares, valued at $14.4M); decreased their positions in JEPI (-24.6K shares, valued at $1.4M), AAPL (-4.7K shares, valued at $1.4M), N/A (-6.6K shares, valued at $1.3M); initiated new positions in N/A (+57.5K shares, valued at $4.2M), N/A (+22.0K shares, valued at $3.8M), N/A (+8.2K shares, valued at $1.8M).

1M P&L

-5.3M-0.32%

3M P&L

+29.9M+1.85%

HY P&L

-358.8M-17.83%

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/A851.5M

51.3%

2Consumer Electronics104.7M

6.3%

3Semiconductors81.8M

4.9%

Top Industries by Stock Count

1N/A143 stocks

41.0%

2Semiconductors12 stocks

3.4%

3Utilities - Regulated Electric9 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XLG INVESCO EXCHANGE TRADED FD T2.6M shares1.57%2026-06-302026-08-07

BKDV BNY MELLON ETF TRUST II4.1M shares2.42%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO357.9K shares0.04%2026-06-302026-08-07

AAPL APPLE INC362.0K shares-1.29%2026-06-302026-08-07

VUG VANGUARD INDEX FDS732.4K shares496.29%2026-06-302026-08-07

NVDA NVIDIA CORPORATION285.8K shares0.69%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS226.8K shares-0.48%2026-06-302026-08-07

MSFT MICROSOFT CORP116.8K shares1.84%2026-06-302026-08-07

Sponsored

VOOG VANGUARD ADMIRAL FDS INC515.4K shares720.13%2026-06-302026-08-07

SMH VANECK ETF TRUST62.8K shares10.45%2026-06-302026-08-07

AMZN AMAZON COM INC168.3K shares0.42%2026-06-302026-08-07

GOOGL ALPHABET INC93.3K shares0.66%2026-06-302026-08-07

GOOG ALPHABET INC94.0K shares-0.37%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS85.3K shares0.44%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON112.7K shares-0.40%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC190.1K shares-1.27%2026-06-302026-08-07

Sponsored

CAT CATERPILLAR INC20.3K shares-3.37%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION111.3K shares-5.62%2026-06-302026-08-07

IDVO AMPLIFY ETF TR472.4K shares12.12%2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR609.4K shares-5.49%2026-06-302026-08-07

MCD MCDONALDS CORP69.5K shares0.94%2026-06-302026-08-07

PWRD TCW ETF TRUST152.6K shares84.18%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC18.2K shares-0.76%2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS111.9K shares-1.48%2026-06-302026-08-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS58.9K shares-0.44%2026-06-302026-08-07

SMTH ALPS ETF TR642.5K shares-5.04%2026-06-302026-08-07

VGT VANGUARD WORLD FD138.3K shares694.93%2026-06-302026-08-07

JMST J P MORGAN EXCHANGE TRADED F291.5K shares30.29%2026-06-302026-08-07

HD HOME DEPOT INC41.3K shares-2.46%2026-06-302026-08-07

LLY ELI LILLY & CO11.9K shares-2.08%2026-06-302026-08-07

TCAF T ROWE PRICE EXCHANGE-TRADED346.0K shares-1.60%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T18.7K shares6.71%2026-06-302026-08-07

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL26.9K shares-1.90%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC23.5K shares6.27%2026-06-302026-08-07

VISA INC VISA INC38.4K shares0.51%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP94.1K shares-2.77%2026-06-302026-08-07

AMGN AMGEN INC31.5K shares0.00%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC26.7K shares-0.76%2026-06-302026-08-07

PG PROCTER & GAMBLE CO74.7K shares0.78%2026-06-302026-08-07

CMI CUMMINS INC15.3K shares-4.82%2026-06-302026-08-07

Sponsored

FMHI FIRST TR EXCH TRADED FD III223.0K shares-0.80%2026-06-302026-08-07

XMMO INVESCO EXCHANGE TRADED FD T60.4K shares36.87%2026-06-302026-08-07

MRK MERCK & CO INC79.8K shares-0.30%2026-06-302026-08-07

IGV ISHARES TR109.3K shares4.63%2026-06-302026-08-07

TSLA TESLA INC23.0K shares-5.12%2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO100.6K shares0.65%2026-06-302026-08-07

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F156.5K shares3.03%2026-06-302026-08-07

VO VANGUARD INDEX FDS116.7K shares285.74%2026-06-302026-08-07

Sponsored

QQQ INVESCO QQQ TR12.6K shares-0.42%2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC27.0K shares-2.79%2026-06-302026-08-07

KO COCA COLA CO109.6K shares1.45%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP24.9K shares-4.64%2026-06-302026-08-07

ORACLE CORP ORACLE CORP58.6K shares-0.05%2026-06-302026-08-07

CVX CHEVRON CORPORATION51.8K shares-2.07%2026-06-302026-08-07

SBND COLUMBIA ETF TR I453.4K shares520.28%2026-06-302026-08-07

ABBVIE INC ABBVIE INC32.5K shares-1.75%2026-06-302026-08-07

Sponsored

ASML ASML HLDG NV3.8K shares1.04%2026-06-302026-08-07

3M CO 3M CO44.4K shares-2.41%2026-06-302026-08-07

BAC BANK OF AMER CORP124.8K shares2.96%2026-06-302026-08-07

ITA ISHARES TR27.3K shares5.58%2026-06-302026-08-07

DVY ISHARES TR42.0K shares-1.08%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC35.4K shares1.01%2026-06-302026-08-07

XMHQ INVESCO EXCHANGE TRADED FD T56.1K shares-2.03%2026-06-302026-08-07

QCOM QUALCOMM INC33.6K shares1.77%2026-06-302026-08-07

Sponsored

KMB KIMBERLY-CLARK CORP56.3K shares10.97%2026-06-302026-08-07

OFLX OMEGA FLEX INC192.3K shares0.00%2026-06-302026-08-07

ALL ALLSTATE CORP25.2K shares0.20%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.2K shares0.66%2026-06-302026-08-07

PNC PNC FINL SVCS GROUP INC23.7K shares0.00%2026-06-302026-08-07

EMR EMERSON ELEC CO38.9K shares-0.28%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL24.2K shares1.01%2026-06-302026-08-07

MGV VANGUARD WORLD FD32.9K shares-0.53%2026-06-302026-08-07

Sponsored

BLK BLACKROCK INC5.5K shares-4.39%2026-06-302026-08-07

IPKW INVESCO EXCH TRADED FD TR II94.0K shares7.24%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW41.8K shares0.78%2026-06-302026-08-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC15.5K shares-2.48%2026-06-302026-08-07

JMUB J P MORGAN EXCHANGE TRADED F99.7K shares148.36%2026-06-302026-08-07

TXN TEXAS INSTRS INC16.2K shares-2.57%2026-06-302026-08-07

PRU PRUDENTIAL FINL INC43.8K shares0.64%2026-06-302026-08-07

FSMB FIRST TR EXCH TRADED FD III231.5K shares635.06%2026-06-302026-08-07

Sponsored

AEP AMERICAN ELEC PWR CO INC33.0K shares-0.72%2026-06-302026-08-07

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-06-302026-08-07

VTV VANGUARD INDEX FDS20.6K shares0.00%2026-06-302026-08-07

PSX PHILLIPS 6626.2K shares0.06%2026-06-302026-08-07

VXUS VANGUARD STAR FDS50.7K shares2.01%2026-06-302026-08-07

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST57.5K sharesnew addition2026-06-302026-08-07

BA BOEING CO19.6K shares0.84%2026-06-302026-08-07

ODFL OLD DOMINION FREIGHT LINE IN19.5K shares0.00%2026-06-302026-08-07

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC61.4K shares-1.64%2026-06-302026-08-07

VOO VANGUARD INDEX FDS6.0K shares2.40%2026-06-302026-08-07

JEPI J P MORGAN EXCHANGE TRADED F72.5K shares-25.37%2026-06-302026-08-07

WMT WALMART INC35.3K shares1.09%2026-06-302026-08-07

SPGP INVESCO EXCHANGE TRADED FD T32.1K shares-2.92%2026-06-302026-08-07

GE GE AEROSPACE10.4K shares4.16%2026-06-302026-08-07

LVHI LEGG MASON ETF INVT96.2K shares-0.07%2026-06-302026-08-07

FDVV FIDELITY COVINGTON TRUST64.7K shares-5.04%2026-06-302026-08-07

Sponsored

PFE PFIZER INC160.7K shares-1.70%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC32.6K shares9.46%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP7.4K shares-1.85%2026-06-302026-08-07

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP22.0K sharesnew addition2026-06-302026-08-07

COP CONOCOPHILLIPS36.2K shares-0.30%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR19.4K shares0.69%2026-06-302026-08-07

MSI MOTOROLA SOLUTIONS INC8.8K shares-1.20%2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC4.8K shares-2.16%2026-06-302026-08-07

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC41.1K shares4.17%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC6.1K shares-8.99%2026-06-302026-08-07

PEP PEPSICO INC25.6K shares2.33%2026-06-302026-08-07

GWW WW GRAINGER INC2.5K shares0.00%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC7.0K shares6.98%2026-06-302026-08-07

RAAX VANECK ETF TRUST84.0K shares12.08%2026-06-302026-08-07

NSC NORFOLK SOUTHN CORP10.5K shares0.00%2026-06-302026-08-07

TFC TRUIST FINL CORP66.1K shares0.42%2026-06-302026-08-07

Sponsored

SDY SPDR SERIES TRUST20.9K shares-0.12%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR19.7K shares0.68%2026-06-302026-08-07

GEV GE VERNOVA INC2.6K shares4.72%2026-06-302026-08-07

CRWV COREWEAVE INC29.9K shares32.08%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP3.0K shares0.99%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED5.8K shares-0.72%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO8.7K shares1.95%2026-06-302026-08-07

VB VANGUARD INDEX FDS9.7K shares0.22%2026-06-302026-08-07

Sponsored

LOW LOWES COS INC13.3K shares-1.80%2026-06-302026-08-07

IYW ISHARES TR11.5K shares0.00%2026-06-302026-08-07

BROADCOM INC BROADCOM INC7.6K shares33.36%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.40.4K shares2.22%2026-06-302026-08-07

BX BLACKSTONE INC24.3K shares1.92%2026-06-302026-08-07

ETN EATON CORP PLC6.3K shares-1.64%2026-06-302026-08-07

MS MORGAN STANLEY12.7K shares2.78%2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING IN11.1K shares0.52%2026-06-302026-08-07

Sponsored

EXC EXELON CORP51.4K shares0.00%2026-06-302026-08-07

VST VISTRA CORP14.7K shares0.29%2026-06-302026-08-07

BK BANK OF NY MELLON CORP15.9K shares-5.36%2026-06-302026-08-07

INTC INTEL CORP16.5K shares-3.56%2026-06-302026-08-07

DIS DISNEY WALT CO22.9K shares-1.78%2026-06-302026-08-07

DIVO AMPLIFY ETF TR47.6K shares6.06%2026-06-302026-08-07

CVS CVS HEALTH CORP20.7K shares0.00%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC1.9K shares39.56%2026-06-302026-08-07

Sponsored

SOXX ISHARES TR3.3K shares15.93%2026-06-302026-08-07

USB US BANCORP34.2K shares0.00%2026-06-302026-08-07

GLD SPDR GOLD TR5.4K shares-0.80%2026-06-302026-08-07

VHT VANGUARD WORLD FD6.6K shares0.00%2026-06-302026-08-07

HONEYWELL INTL INC HONEYWELL INTL INC8.2K sharesnew addition2026-06-302026-08-07

TJX TJX COS INC NEW12.1K shares-23.42%2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC8.2K sharesnew addition2026-06-302026-08-07

SERVICENOW INC SERVICENOW INC18.2K shares16.60%2026-06-302026-08-07

Sponsored

IJR ISHARES TR12.1K shares-3.32%2026-06-302026-08-07

TPL TEXAS PACIFIC LAND CORPORATI4.0K shares-6.17%2026-06-302026-08-07

CI THE CIGNA GROUP6.3K shares0.18%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC40.6K shares-1.40%2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC3.3K shares-0.30%2026-06-302026-08-07

ITW ILLINOIS TOOL WKS INC6.2K shares0.68%2026-06-302026-08-07

UNP UNION PAC CORP6.1K shares1.95%2026-06-302026-08-07

ISHARES TR ISHARES TR2.2K shares4.92%2026-06-302026-08-07

Sponsored

PRF INVESCO EXCHANGE TRADED FD T30.6K shares0.00%2026-06-302026-08-07

CARR CARRIER GLOBAL CORPORATION21.6K shares-14.65%2026-06-302026-08-07

VYMI VANGUARD WHITEHALL FDS16.1K shares-3.00%2026-06-302026-08-07

XLI SELECT SECTOR SPDR TR8.5K shares-2.51%2026-06-302026-08-07

IGPT INVESCO EXCHANGE TRADED FD T14.8K sharesnew addition2026-06-302026-08-07

IWF ISHARES TR11.8K shares353.20%2026-06-302026-08-07

MKL MARKEL GROUP INC737 shares0.00%2026-06-302026-08-07

MTB M & T BK CORP6.0K shares-0.64%2026-06-302026-08-07

Sponsored

ISRG INTUITIVE SURGICAL INC3.6K shares2.88%2026-06-302026-08-07

DELL DELL TECHNOLOGIES INC3.3K shares1.84%2026-06-302026-08-07

VT VANGUARD INTL EQUITY INDEX F9.1K shares-1.61%2026-06-302026-08-07

HOOD ROBINHOOD MKTS INC14.0K shares41.64%2026-06-302026-08-07

IAU ISHARES GOLD TR18.6K shares0.00%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC1.9K shares-24.83%2026-06-302026-08-07

VOT VANGUARD INDEX FDS4.6K shares0.00%2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F26.5K shares7.73%2026-06-302026-08-07

Sponsored

IJH ISHARES TR16.8K shares1.21%2026-06-302026-08-07

WFC WELLS FARGO & CO15.3K shares1.80%2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED3.6K shares3.28%2026-06-302026-08-07

VFH VANGUARD WORLD FD9.3K shares0.00%2026-06-302026-08-07

MO ALTRIA GROUP INC16.8K shares13.83%2026-06-302026-08-07

DON WISDOMTREE TR21.0K shares0.00%2026-06-302026-08-07

AFL AFLAC INC9.5K shares0.01%2026-06-302026-08-07

NOC NORTHROP GRUMMAN CORP2.2K shares0.00%2026-06-302026-08-07

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN21.2K shares-16.48%2026-06-302026-08-07

CGGE CAPITAL GROUP GLOBAL EQUITY30.4K shares0.00%2026-06-302026-08-07

CRM SALESFORCE INC6.8K shares23.94%2026-06-302026-08-07

SPLV INVESCO EXCH TRADED FD TR II14.1K shares0.01%2026-06-302026-08-07

MOAT VANECK ETF TRUST10.1K shares-2.27%2026-06-302026-08-07

ARW ARROW ELECTRS INC4.9K shares0.00%2026-06-302026-08-07

TROW PRICE T ROWE GROUP INC9.0K shares0.00%2026-06-302026-08-07

XLE SELECT SECTOR SPDR TR18.9K shares21.89%2026-06-302026-08-07

Sponsored

FULT FULTON FINL CORP PA41.1K shares0.00%2026-06-302026-08-07

CORTEVA INC CORTEVA INC11.7K shares-1.60%2026-06-302026-08-07

ELV ELEVANCE HEALTH INC FORMERLY2.6K shares0.00%2026-06-302026-08-07

DSI ISHARES TR6.9K shares0.00%2026-06-302026-08-07

LIN LINDE PLC1.8K shares8.36%2026-06-302026-08-07

WPM WHEATON PRECIOUS METALS CORP8.3K shares0.00%2026-06-302026-08-07

ADI ANALOG DEVICES INC2.3K shares9.99%2026-06-302026-08-07

RSP INVESCO EXCHANGE TRADED FD T4.4K shares0.02%2026-06-302026-08-07

Sponsored

IJT ISHARES TR5.2K shares-0.58%2026-06-302026-08-07

IBB ISHARES TR4.8K shares0.00%2026-06-302026-08-07

DHR DANAHER CORP DEL4.8K shares6.14%2026-06-302026-08-07

SNOWFLAKE INC SNOWFLAKE INC3.5K shares64.92%2026-06-302026-08-07

ES EVERSOURCE ENERGY12.3K shares-32.72%2026-06-302026-08-07

SBUX STARBUCKS CORP8.5K shares-7.81%2026-06-302026-08-07

SPYG SPDR SERIES TRUST7.2K shares0.35%2026-06-302026-08-07

IWM ISHARES TR2.8K shares-0.88%2026-06-302026-08-07

Sponsored

R RYDER SYS INC3.1K shares0.00%2026-06-302026-08-07

BAC-PL BANK OF AMER CORP647 shares-1.52%2026-06-302026-08-07

DGRO ISHARES TR10.5K shares-1.30%2026-06-302026-08-07

ENB ENBRIDGE INC14.7K shares-1.50%2026-06-302026-08-07

PID INVESCO EXCHANGE TRADED FD T35.8K shares-6.40%2026-06-302026-08-07

T AT&T INC38.1K shares-6.88%2026-06-302026-08-07

OR OR ROYALTIES INC.24.5K shares0.00%2026-06-302026-08-07

DE DEERE & CO1.2K shares0.08%2026-06-302026-08-07

Sponsored

NVS NOVARTIS AG4.8K shares0.00%2026-06-302026-08-07

SYK STRYKER CORPORATION2.3K shares0.04%2026-06-302026-08-07

IVW ISHARES TR5.3K shares0.00%2026-06-302026-08-07

APD AIR PRODUCTS AND CHEMICALS I2.4K shares0.00%2026-06-302026-08-07

CL COLGATE PALMOLIVE CO7.6K shares0.21%2026-06-302026-08-07

OTIS OTIS WORLDWIDE CORP9.7K shares-9.10%2026-06-302026-08-07

IWP ISHARES TR4.7K shares0.00%2026-06-302026-08-07

IWS ISHARES TR4.1K shares0.00%2026-06-302026-08-07

Sponsored

VDC VANGUARD WORLD FD3.0K shares-2.88%2026-06-302026-08-07

ABT ABBOTT LABORATORIES7.4K shares-11.92%2026-06-302026-08-07

PDP INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2026-06-302026-08-07

EPD ENTERPRISE PRODS PARTNERS L18.0K shares14.94%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR12.3K shares-3.33%2026-06-302026-08-07

PLD PROLOGIS INC.4.8K shares3.80%2026-06-302026-08-07

VOE VANGUARD INDEX FDS3.2K shares0.00%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO11.0K shares-11.89%2026-06-302026-08-07

Sponsored

KLAC KLA CORP2.1K shares957.07%2026-06-302026-08-07

GM GENERAL MTRS CO8.2K shares0.00%2026-06-302026-08-07

SHEL SHELL PLC8.0K shares4.44%2026-06-302026-08-07

UBER UBER TECHNOLOGIES INC8.5K shares35.59%2026-06-302026-08-07

AIQ GLOBAL X FDS9.2K sharesnew addition2026-06-302026-08-07

ED CONSOLIDATED EDISON INC5.3K shares-2.29%2026-06-302026-08-07

O REALTY INCOME CORP9.5K shares0.01%2026-06-302026-08-07

UPS UNITED PARCEL SVCS INC5.4K shares0.28%2026-06-302026-08-07

Sponsored

QUANTA SVCS INC QUANTA SVCS INC785 shares0.00%2026-06-302026-08-07

CME CME GROUP INC2.6K shares0.08%2026-06-302026-08-07

SWK STANLEY BLACK & DECKER INC6.0K shares0.00%2026-06-302026-08-07

SCHA SCHWAB STRATEGIC TR15.5K shares0.00%2026-06-302026-08-07

S&P GLOBAL INC S&P GLOBAL INC1.4K shares7.73%2026-06-302026-08-07

QBTS D-WAVE QUANTUM INC23.2K shares-5.29%2026-06-302026-08-07

FSMD FIDELITY COVINGTON TRUST10.5K shares0.77%2026-06-302026-08-07

Q QNITY ELECTRONICS INC3.4K shares-1.31%2026-06-302026-08-07

Sponsored

NOBL PROSHARES TR9.8K shares100.00%2026-06-302026-08-07

ITOT ISHARES TR3.3K shares0.06%2026-06-302026-08-07

TEL TE CONNECTIVITY PLC2.7K shares0.00%2026-06-302026-08-07

NDAQ NASDAQ INC6.9K shares-3.36%2026-06-302026-08-07

QQQM INVESCO EXCH TRADED FD TR II1.8K shares10.22%2026-06-302026-08-07

PJT PJT PARTNERS INC3.5K shares0.00%2026-06-302026-08-07

VDE VANGUARD WORLD FD3.5K shares-10.07%2026-06-302026-08-07

MGK VANGUARD WORLD FD6.0K shares346.12%2026-06-302026-08-07

Sponsored

NULG NUSHARES ETF TR4.5K shares0.00%2026-06-302026-08-07

IYR ISHARES TR5.1K shares0.00%2026-06-302026-08-07

JAAA JANUS DETROIT STR TR10.3K shares0.24%2026-06-302026-08-07

PEG PUBLIC SVC ENTERPRISE GROUP6.4K shares0.00%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC1.0K shares4.00%2026-06-302026-08-07

UL UNILEVER PLC8.5K shares5.71%2026-06-302026-08-07

ADM ARCHER DANIELS MIDLAND CO6.6K shares0.00%2026-06-302026-08-07

IWY ISHARES TR1.7K shares0.00%2026-06-302026-08-07

Sponsored

NVO NOVO-NORDISK A S10.5K shares-15.11%2026-06-302026-08-07

ARK ETF TR ARK ETF TR6.1K shares0.00%2026-06-302026-08-07

MGM MGM RESORTS INTERNATIONAL10.4K shares0.00%2026-06-302026-08-07

MDLZ MONDELEZ INTL INC8.5K shares-2.51%2026-06-302026-08-07

FPE FIRST TR EXCH TRADED FD III27.2K shares-4.23%2026-06-302026-08-07

VBK VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-08-07

ZOETIS INC ZOETIS INC6.7K shares0.00%2026-06-302026-08-07

FVAL FIDELITY COVINGTON TRUST6.2K shares0.00%2026-06-302026-08-07

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD2.5K shares0.00%2026-06-302026-08-07

AMT AMERICAN TOWER CORP2.9K shares3.63%2026-06-302026-08-07

CHD CHURCH & DWIGHT CO INC4.8K shares-11.11%2026-06-302026-08-07

IBIT ISHARES BITCOIN TRUST ETF13.9K shares12.30%2026-06-302026-08-07

KKR KKR & CO INC5.0K shares0.00%2026-06-302026-08-07

CLX CLOROX CO DEL4.8K shares3.10%2026-06-302026-08-07

MSA MSA SAFETY INC2.6K shares0.00%2026-06-302026-08-07

VV VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-08-07

Sponsored

SMOT VANECK ETF TRUST11.5K shares-1.43%2026-06-302026-08-07

SPYD SPDR SERIES TRUST9.3K shares-2.23%2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY INC1.5K sharesnew addition2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP4.8K shares-24.15%2026-06-302026-08-07

BILS SPDR SERIES TRUST4.4K shares40.04%2026-06-302026-08-07

FTCS FIRST TR EXCHANGE-TRADED FD4.6K shares0.02%2026-06-302026-08-07

MET METLIFE INC5.0K shares1.04%2026-06-302026-08-07

IEI ISHARES TR3.6K shares-1.15%2026-06-302026-08-07

Sponsored

CMCSA COMCAST CORP NEW17.2K shares142.34%2026-06-302026-08-07

WASH WASHINGTON TR BANCORP INC11.5K shares0.00%2026-06-302026-08-07

ESGV VANGUARD WORLD FD3.2K shares0.00%2026-06-302026-08-07

JGLO J P MORGAN EXCHANGE TRADED F5.8K shares0.00%2026-06-302026-08-07

KMI KINDER MORGAN INC DEL12.7K shares0.18%2026-06-302026-08-07

GLW CORNING INC1.6K sharesnew addition2026-06-302026-08-07

MELI MERCADOLIBRE INC237 shares3.95%2026-06-302026-08-07

CHDN CHURCHILL DOWNS INC4.4K shares0.00%2026-06-302026-08-07

Sponsored

LRCX LAM RESEARCH CORP900 sharesnew addition2026-06-302026-08-07

ADOBE INC ADOBE INC1.8K shares-19.64%2026-06-302026-08-07

QUAL ISHARES TR1.7K shares-1.39%2026-06-302026-08-07

MCHPP MICROCHIP TECHNOLOGY INC.4.8K shares-21.58%2026-06-302026-08-07

BKGI BNY MELLON ETF TRUST8.3K shares-7.71%2026-06-302026-08-07

IQV IQVIA HLDGS INC1.9K shares0.00%2026-06-302026-08-07

CWB SPDR SERIES TRUST3.4K shares0.00%2026-06-302026-08-07

KVUE KENVUE INC19.2K shares40.16%2026-06-302026-08-07

Sponsored

IYH ISHARES TR5.4K shares0.00%2026-06-302026-08-07

FAST FASTENAL CO7.6K shares0.05%2026-06-302026-08-07

RDVY FIRST TR EXCHANGE TRADED FD4.4K shares0.00%2026-06-302026-08-07

IFF INTERNATIONAL FLAVORS&FRAGRA4.5K shares-3.09%2026-06-302026-08-07

FDL FIRST TR EXCHANGE-TRADED FD7.3K shares0.00%2026-06-302026-08-07

IWD ISHARES TR1.5K shares0.00%2026-06-302026-08-07

DOW DOW HLDGS INC12.8K shares-1.46%2026-06-302026-08-07

XSD SPDR SERIES TRUST561 sharesnew addition2026-06-302026-08-07

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F6.8K sharesnew addition2026-06-302026-08-07

CBOE CBOE GLOBAL MKTS INC1.4K shares0.00%2026-06-302026-08-07

LAMR LAMAR ADVERTISING CO2.2K shares-11.42%2026-06-302026-08-07

WEC WEC ENERGY GROUP INC2.9K shares0.00%2026-06-302026-08-07

PRFZ INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2026-06-302026-08-07

PVAL PUTNAM ETF TRUST6.5K shares-28.02%2026-06-302026-08-07

IWB ISHARES TR812 shares-2.99%2026-06-302026-08-07

HTGC HERCULES CAPITAL INC20.9K shares-5.80%2026-06-302026-08-07

Sponsored

CAE CAE INC13.2K shares0.00%2026-06-302026-08-07

RKLB ROCKET LAB CORP3.2K sharesnew addition2026-06-302026-08-07

HSY HERSHEY CO1.9K shares0.00%2026-06-302026-08-07

STRATEGY INC STRATEGY INC3.8K shares-27.38%2026-06-302026-08-07

BIP BROOKFIELD INFRASTRUCTURE PA8.9K shares41.35%2026-06-302026-08-07

YUM YUM BRANDS INC2.0K shares3.62%2026-06-302026-08-07

PFF ISHARES TR10.5K shares-0.38%2026-06-302026-08-07

CRDO CREDO TECHNOLOGY GROUP HOLDI1.2K sharesnew addition2026-06-302026-08-07

Sponsored

TGT TARGET CORP2.4K shares0.00%2026-06-302026-08-07

ABNB AIRBNB INC2.2K shares-33.54%2026-06-302026-08-07

PAYX PAYCHEX INC3.1K shares0.00%2026-06-302026-08-07

XAR SPDR SERIES TRUST1.1K shares0.00%2026-06-302026-08-07

WMB WILLIAMS COS INC4.1K shares-3.48%2026-06-302026-08-07

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC2.2K sharesnew addition2026-06-302026-08-07

GILD GILEAD SCIENCES INC2.4K shares-0.37%2026-06-302026-08-07

RJF RAYMOND JAMES FINL INC2.0K shares0.00%2026-06-302026-08-07

Sponsored

RHP RYMAN HOSPITALITY PPTYS INC2.4K shares-7.48%2026-06-302026-08-07

CWEN CLEARWAY ENERGY INC8.8K sharesnew addition2026-06-302026-08-07

SCHM SCHWAB STRATEGIC TR8.2K sharesnew addition2026-06-302026-08-07

EOG EOG RES INC2.3K shares-1.15%2026-06-302026-08-07

SBRA SABRA HEALTH CARE REIT INC15.4K shares-8.77%2026-06-302026-08-07

CG CARLYLE GROUP INC7.1K shares0.00%2026-06-302026-08-07

C CITIGROUP INC2.1K shares-13.47%2026-06-302026-08-07

XEL XCEL ENERGY INC3.7K shares-21.34%2026-06-302026-08-07

Sponsored

CEF SPROTT ASSET MANAGEMENT LP7.3K shares-22.75%2026-06-302026-08-07

NEE-P NEXTERA ENERGY INC6.1K sharesnew addition2026-06-302026-08-07

VOOV VANGUARD ADMIRAL FDS INC1.3K shares-14.39%2026-06-302026-08-07

PLAINS GP HLDGS L P PLAINS GP HLDGS L P11.4K shares0.00%2026-06-302026-08-07

CGGO CAPITAL GROUP GBL GROWTH EQT6.5K sharesnew addition2026-06-302026-08-07

AJG GALLAGHER ARTHUR J & CO1.2K shares0.00%2026-06-302026-08-07

SPYV SPDR SERIES TRUST4.4K shares0.00%2026-06-302026-08-07

BWA BORGWARNER INC4.0K shares0.00%2026-06-302026-08-07

Sponsored

VRSN VERISIGN INC1.1K shares0.00%2026-06-302026-08-07

INTU INTUIT1.0K shares-15.71%2026-06-302026-08-07

EZM WISDOMTREE TR3.5K shares-1.81%2026-06-302026-08-07

CTAS CINTAS CORP1.5K shares0.00%2026-06-302026-08-07

TEX TEREX CORP NEW3.6K shares0.00%2026-06-302026-08-07

BUD ANHEUSER BUSCH INBEV SA NV3.1K shares0.00%2026-06-302026-08-07

NKE NIKE INC6.2K shares34.89%2026-06-302026-08-07

VGIT VANGUARD SCOTTSDALE FDS4.3K shares0.00%2026-06-302026-08-07

Sponsored

COF CAPITAL ONE FINL CORP1.3K shares-6.75%2026-06-302026-08-07

QJUN FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2026-06-302026-08-07

ALAB ASTERA LABS INC520 sharesnew addition2026-06-302026-08-07

IWR ISHARES TR2.3K shares4.42%2026-06-302026-08-07

PPA INVESCO EXCHANGE TRADED FD T1.4K shares0.43%2026-06-302026-08-07

OHI OMEGA HEALTHCARE INVS INC5.2K shares0.00%2026-06-302026-08-07

HYG ISHARES TR3.1K shares0.49%2026-06-302026-08-07

MEDTRONIC PLC MEDTRONIC PLC3.1K shares0.00%2026-06-302026-08-07

Sponsored

MCO MOODYS CORP540 shares0.00%2026-06-302026-08-07

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.9K sharesnew addition2026-06-302026-08-07

NYF ISHARES TR4.5K shares0.00%2026-06-302026-08-07

BBY BEST BUY INC3.1K shares0.00%2026-06-302026-08-07

HIG HARTFORD INSURANCE GROUP INC1.8K shares-8.27%2026-06-302026-08-07

COLB COLUMBIA BKG SYS INC7.3K shares0.00%2026-06-302026-08-07

XLY SELECT SECTOR SPDR TR2.0K sharesnew addition2026-06-302026-08-07

MRP MILLROSE PPTYS INC7.7K sharesnew addition2026-06-302026-08-07

Sponsored

EEM ISHARES TR3.4K sharesnew addition2026-06-302026-08-07

MPC MARATHON PETE CORP902 shares0.00%2026-06-302026-08-07

DIA STATE STR SPDR DOW JONES IND440 shares0.00%2026-06-302026-08-07

PSTL POSTAL REALTY TRUST INC9.3K shares-17.02%2026-06-302026-08-07

KNTK KINETIK HOLDINGS INC4.7K shares-5.04%2026-06-302026-08-07

BN BROOKFIELD CORP5.3K shares0.00%2026-06-302026-08-07

DFIC DIMENSIONAL ETF TRUST6.1K shares0.00%2026-06-302026-08-07

ALLY FINL INC ALLY FINL INC4.9K sharesnew addition2026-06-302026-08-07

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.0K shares3.64%2026-06-302026-08-07

AMCOR PLC AMCOR PLC5.1K shares0.00%2026-06-302026-08-07

FLNG FLEX LNG LTD7.8K shares0.00%2026-06-302026-08-07

VIGI VANGUARD WHITEHALL FDS2.3K sharesnew addition2026-06-302026-08-07

VICI VICI PPTYS INC8.1K shares0.00%2026-06-302026-08-07

AEE AMEREN CORP1.9K shares0.00%2026-06-302026-08-07

AMBP ARDAGH METAL PACKAGING S A44.1K shares0.00%2026-06-302026-08-07

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.4K sharesnew addition2026-06-302026-08-07

Sponsored

IWV ISHARES TR486 shares-36.39%2026-06-302026-08-07

TIP ISHARES TR1.9K shares0.00%2026-06-302026-08-07

USMV ISHARES TR2.1K sharesnew addition2026-06-302026-08-07

VWO VANGUARD INTL EQUITY INDEX F3.4K sharesnew addition2026-06-302026-08-07

FMAG FIDELITY COVINGTON TRUST5.5K sharesnew addition2026-06-302026-08-07

ICE INTERCONTINENTAL EXCHANGE IN1.6K shares0.31%2026-06-302026-08-07

TSLX SIXTH STREET SPECIALTY LENDI11.3K shares0.00%2026-06-302026-08-07

VTRS VIATRIS INC12.2K shares-0.15%2026-06-302026-08-07

Sponsored

ETV EATON VANCE TAX-MANAGED BUY-12.8K shares0.00%2026-06-302026-08-07

ABTC AMERICAN BITCOIN CORP.250.0K shares56.25%2026-06-302026-08-07

SMR NUSCALE PWR CORP15.0K shares25.00%2026-06-302026-08-07

RQI COHEN & STEERS QUALITY INCOM12.2K shares0.00%2026-06-302026-08-07

WU WESTERN UN CO17.5K shares0.00%2026-06-302026-08-07

NMZ NUVEEN MUN HIGH INCOME OPPOR11.0K shares0.00%2026-06-302026-08-07

XLG

INVESCO EXCHANGE TRADED FD T

1.57%

Shares2.6M

Event2026-06-30

Filed2026-08-07

BKDV

BNY MELLON ETF TRUST II

2.42%

Shares4.1M

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

0.04%

Shares357.9K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-1.29%

Shares362.0K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

496.29%

Shares732.4K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

0.69%

Shares285.8K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

-0.48%

Shares226.8K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

1.84%

Shares116.8K

Event2026-06-30

Filed2026-08-07

VOOG

VANGUARD ADMIRAL FDS INC

720.13%

Shares515.4K

Event2026-06-30

Filed2026-08-07

SMH

VANECK ETF TRUST

10.45%

Shares62.8K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

0.42%

Shares168.3K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

0.66%

Shares93.3K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-0.37%

Shares94.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.44%

Shares85.3K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-0.40%

Shares112.7K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-1.27%

Shares190.1K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-3.37%

Shares20.3K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

-5.62%

Shares111.3K

Event2026-06-30

Filed2026-08-07

IDVO

AMPLIFY ETF TR

12.12%

Shares472.4K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

-5.49%

Shares609.4K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

0.94%

Shares69.5K

Event2026-06-30

Filed2026-08-07

PWRD

TCW ETF TRUST

84.18%

Shares152.6K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-0.76%

Shares18.2K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

-1.48%

Shares111.9K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

-0.44%

Shares58.9K

Event2026-06-30

Filed2026-08-07

SMTH

ALPS ETF TR

-5.04%

Shares642.5K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

694.93%

Shares138.3K

Event2026-06-30

Filed2026-08-07

JMST

J P MORGAN EXCHANGE TRADED F

30.29%

Shares291.5K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-2.46%

Shares41.3K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

-2.08%

Shares11.9K

Event2026-06-30

Filed2026-08-07

TCAF

T ROWE PRICE EXCHANGE-TRADED

-1.60%

Shares346.0K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

6.71%

Shares18.7K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.90%

Shares26.9K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

6.27%

Shares23.5K

Event2026-06-30

Filed2026-08-07

VISA INC

0.51%

Shares38.4K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

-2.77%

Shares94.1K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

0.00%

Shares31.5K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

-0.76%

Shares26.7K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

0.78%

Shares74.7K

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

-4.82%

Shares15.3K

Event2026-06-30

Filed2026-08-07

FMHI

FIRST TR EXCH TRADED FD III

-0.80%

Shares223.0K

Event2026-06-30

Filed2026-08-07

XMMO

INVESCO EXCHANGE TRADED FD T

36.87%

Shares60.4K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

-0.30%

Shares79.8K

Event2026-06-30

Filed2026-08-07

IGV

ISHARES TR

4.63%

Shares109.3K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

-5.12%

Shares23.0K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

0.65%

Shares100.6K

Event2026-06-30

Filed2026-08-07

J P MORGAN EXCHANGE TRADED F

3.03%

Shares156.5K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

285.74%

Shares116.7K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-0.42%

Shares12.6K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

-2.79%

Shares27.0K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

1.45%

Shares109.6K

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

-4.64%

Shares24.9K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-0.05%

Shares58.6K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

-2.07%

Shares51.8K

Event2026-06-30

Filed2026-08-07

SBND

COLUMBIA ETF TR I

520.28%

Shares453.4K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-1.75%

Shares32.5K

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

1.04%

Shares3.8K

Event2026-06-30

Filed2026-08-07

3M CO

-2.41%

Shares44.4K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

2.96%

Shares124.8K

Event2026-06-30

Filed2026-08-07

ITA

ISHARES TR

5.58%

Shares27.3K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

-1.08%

Shares42.0K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

1.01%

Shares35.4K

Event2026-06-30

Filed2026-08-07

XMHQ

INVESCO EXCHANGE TRADED FD T

-2.03%

Shares56.1K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

1.77%

Shares33.6K

Event2026-06-30

Filed2026-08-07

KMB

KIMBERLY-CLARK CORP

10.97%

Shares56.3K

Event2026-06-30

Filed2026-08-07

OFLX

OMEGA FLEX INC

0.00%

Shares192.3K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

0.20%

Shares25.2K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

0.66%

Shares6.2K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares23.7K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

-0.28%

Shares38.9K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

1.01%

Shares24.2K

Event2026-06-30

Filed2026-08-07

MGV

VANGUARD WORLD FD

-0.53%

Shares32.9K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

-4.39%

Shares5.5K

Event2026-06-30

Filed2026-08-07

IPKW

INVESCO EXCH TRADED FD TR II

7.24%

Shares94.0K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

0.78%

Shares41.8K

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

-2.48%

Shares15.5K

Event2026-06-30

Filed2026-08-07

JMUB

J P MORGAN EXCHANGE TRADED F

148.36%

Shares99.7K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

-2.57%

Shares16.2K

Event2026-06-30

Filed2026-08-07

PRU

PRUDENTIAL FINL INC

0.64%

Shares43.8K

Event2026-06-30

Filed2026-08-07

FSMB

FIRST TR EXCH TRADED FD III

635.06%

Shares231.5K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

-0.72%

Shares33.0K

Event2026-06-30

Filed2026-08-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

0.00%

Shares20.6K

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

0.06%

Shares26.2K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

2.01%

Shares50.7K

Event2026-06-30

Filed2026-08-07

ROUNDHILL ETF TRUST

New

Shares57.5K

Event2026-06-30

Filed2026-08-07

BOEING CO

0.84%

Shares19.6K

Event2026-06-30

Filed2026-08-07

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares19.5K

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

-1.64%

Shares61.4K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

2.40%

Shares6.0K

Event2026-06-30

Filed2026-08-07

JEPI

J P MORGAN EXCHANGE TRADED F

-25.37%

Shares72.5K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

1.09%

Shares35.3K

Event2026-06-30

Filed2026-08-07

SPGP

INVESCO EXCHANGE TRADED FD T

-2.92%

Shares32.1K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

4.16%

Shares10.4K

Event2026-06-30

Filed2026-08-07

LVHI

LEGG MASON ETF INVT

-0.07%

Shares96.2K

Event2026-06-30

Filed2026-08-07

FDVV

FIDELITY COVINGTON TRUST

-5.04%

Shares64.7K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-1.70%

Shares160.7K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

9.46%

Shares32.6K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

-1.85%

Shares7.4K

Event2026-06-30

Filed2026-08-07

SPACE EXPLORATION TECHN CORP

New

Shares22.0K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

-0.30%

Shares36.2K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

0.69%

Shares19.4K

Event2026-06-30

Filed2026-08-07

MSI

MOTOROLA SOLUTIONS INC

-1.20%

Shares8.8K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

-2.16%

Shares4.8K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

4.17%

Shares41.1K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

-8.99%

Shares6.1K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

2.33%

Shares25.6K

Event2026-06-30

Filed2026-08-07

GWW

WW GRAINGER INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.98%

Shares7.0K

Event2026-06-30

Filed2026-08-07

RAAX

VANECK ETF TRUST

12.08%

Shares84.0K

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHN CORP

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-07

TFC

TRUIST FINL CORP

0.42%

Shares66.1K

Event2026-06-30

Filed2026-08-07

SDY

SPDR SERIES TRUST

-0.12%

Shares20.9K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

0.68%

Shares19.7K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

4.72%

Shares2.6K

Event2026-06-30

Filed2026-08-07

CRWV

COREWEAVE INC

32.08%

Shares29.9K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

0.99%

Shares3.0K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-0.72%

Shares5.8K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

1.95%

Shares8.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.22%

Shares9.7K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

-1.80%

Shares13.3K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

33.36%

Shares7.6K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

2.22%

Shares40.4K

Event2026-06-30

Filed2026-08-07

BLACKSTONE INC

1.92%

Shares24.3K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

-1.64%

Shares6.3K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

2.78%

Shares12.7K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

0.52%

Shares11.1K

Event2026-06-30

Filed2026-08-07

EXC

EXELON CORP

0.00%

Shares51.4K

Event2026-06-30

Filed2026-08-07

VST

VISTRA CORP

0.29%

Shares14.7K

Event2026-06-30

Filed2026-08-07

BANK OF NY MELLON CORP

-5.36%

Shares15.9K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

-3.56%

Shares16.5K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

-1.78%

Shares22.9K

Event2026-06-30

Filed2026-08-07

DIVO

AMPLIFY ETF TR

6.06%

Shares47.6K

Event2026-06-30

Filed2026-08-07

CVS

CVS HEALTH CORP

0.00%

Shares20.7K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

39.56%

Shares1.9K

Event2026-06-30

Filed2026-08-07

SOXX

ISHARES TR

15.93%

Shares3.3K

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

0.00%

Shares34.2K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

-0.80%

Shares5.4K

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD WORLD FD

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares8.2K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

-23.42%

Shares12.1K

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares8.2K

Event2026-06-30

Filed2026-08-07

SERVICENOW INC

16.60%

Shares18.2K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

-3.32%

Shares12.1K

Event2026-06-30

Filed2026-08-07

TPL

TEXAS PACIFIC LAND CORPORATI

-6.17%

Shares4.0K

Event2026-06-30

Filed2026-08-07

THE CIGNA GROUP

0.18%

Shares6.3K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-1.40%

Shares40.6K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

-0.30%

Shares3.3K

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

0.68%

Shares6.2K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

1.95%

Shares6.1K

Event2026-06-30

Filed2026-08-07

ISHARES TR

4.92%

Shares2.2K

Event2026-06-30

Filed2026-08-07

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares30.6K

Event2026-06-30

Filed2026-08-07

CARR

CARRIER GLOBAL CORPORATION

-14.65%

Shares21.6K

Event2026-06-30

Filed2026-08-07

VYMI

VANGUARD WHITEHALL FDS

-3.00%

Shares16.1K

Event2026-06-30

Filed2026-08-07

XLI

SELECT SECTOR SPDR TR

-2.51%

Shares8.5K

Event2026-06-30

Filed2026-08-07

IGPT

INVESCO EXCHANGE TRADED FD T

New

Shares14.8K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

353.20%

Shares11.8K

Event2026-06-30

Filed2026-08-07

MKL

MARKEL GROUP INC

0.00%

Shares737

Event2026-06-30

Filed2026-08-07

MTB

M & T BK CORP

-0.64%

Shares6.0K

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

2.88%

Shares3.6K

Event2026-06-30

Filed2026-08-07

DELL

DELL TECHNOLOGIES INC

1.84%

Shares3.3K

Event2026-06-30

Filed2026-08-07

VANGUARD INTL EQUITY INDEX F

-1.61%

Shares9.1K

Event2026-06-30

Filed2026-08-07

HOOD

ROBINHOOD MKTS INC

41.64%

Shares14.0K

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

0.00%

Shares18.6K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-24.83%

Shares1.9K

Event2026-06-30

Filed2026-08-07

VOT

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

7.73%

Shares26.5K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

1.21%

Shares16.8K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

1.80%

Shares15.3K

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

3.28%

Shares3.6K

Event2026-06-30

Filed2026-08-07

VFH

VANGUARD WORLD FD

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

13.83%

Shares16.8K

Event2026-06-30

Filed2026-08-07

DON

WISDOMTREE TR

0.00%

Shares21.0K

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

0.01%

Shares9.5K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

FBTC

FIDELITY WISE ORIGIN BITCOIN

-16.48%

Shares21.2K

Event2026-06-30

Filed2026-08-07

CGGE

CAPITAL GROUP GLOBAL EQUITY

0.00%

Shares30.4K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

23.94%

Shares6.8K

Event2026-06-30

Filed2026-08-07

SPLV

INVESCO EXCH TRADED FD TR II

0.01%

Shares14.1K

Event2026-06-30

Filed2026-08-07

MOAT

VANECK ETF TRUST

-2.27%

Shares10.1K

Event2026-06-30

Filed2026-08-07

ARW

ARROW ELECTRS INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-07

TROW

PRICE T ROWE GROUP INC

0.00%

Shares9.0K

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

21.89%

Shares18.9K

Event2026-06-30

Filed2026-08-07

FULT

FULTON FINL CORP PA

0.00%

Shares41.1K

Event2026-06-30

Filed2026-08-07

CORTEVA INC

-1.60%

Shares11.7K

Event2026-06-30

Filed2026-08-07

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

DSI

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

8.36%

Shares1.8K

Event2026-06-30

Filed2026-08-07

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares8.3K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

9.99%

Shares2.3K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

0.02%

Shares4.4K

Event2026-06-30

Filed2026-08-07

IJT

ISHARES TR

-0.58%

Shares5.2K

Event2026-06-30

Filed2026-08-07

IBB

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-07

DHR

DANAHER CORP DEL

6.14%

Shares4.8K

Event2026-06-30

Filed2026-08-07

SNOWFLAKE INC

64.92%

Shares3.5K

Event2026-06-30

Filed2026-08-07

EVERSOURCE ENERGY

-32.72%

Shares12.3K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-7.81%

Shares8.5K

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

0.35%

Shares7.2K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

-0.88%

Shares2.8K

Event2026-06-30

Filed2026-08-07

RYDER SYS INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

BAC-PL

BANK OF AMER CORP

-1.52%

Shares647

Event2026-06-30

Filed2026-08-07

DGRO

ISHARES TR

-1.30%

Shares10.5K

Event2026-06-30

Filed2026-08-07

ENB

ENBRIDGE INC

-1.50%

Shares14.7K

Event2026-06-30

Filed2026-08-07

PID

INVESCO EXCHANGE TRADED FD T

-6.40%

Shares35.8K

Event2026-06-30

Filed2026-08-07

AT&T INC

-6.88%

Shares38.1K

Event2026-06-30

Filed2026-08-07

OR ROYALTIES INC.

0.00%

Shares24.5K

Event2026-06-30

Filed2026-08-07

DEERE & CO

0.08%

Shares1.2K

Event2026-06-30

Filed2026-08-07

NVS

NOVARTIS AG

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

0.04%

Shares2.3K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-07

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

COLGATE PALMOLIVE CO

0.21%

Shares7.6K

Event2026-06-30

Filed2026-08-07

OTIS

OTIS WORLDWIDE CORP

-9.10%

Shares9.7K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-07

IWS

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-07

VDC

VANGUARD WORLD FD

-2.88%

Shares3.0K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

-11.92%

Shares7.4K

Event2026-06-30

Filed2026-08-07

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

EPD

ENTERPRISE PRODS PARTNERS L

14.94%

Shares18.0K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

-3.33%

Shares12.3K

Event2026-06-30

Filed2026-08-07

PLD

PROLOGIS INC.

3.80%

Shares4.8K

Event2026-06-30

Filed2026-08-07

VOE

VANGUARD INDEX FDS

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

-11.89%

Shares11.0K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

957.07%

Shares2.1K

Event2026-06-30

Filed2026-08-07

GENERAL MTRS CO

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-07

SHEL

SHELL PLC

4.44%

Shares8.0K

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

35.59%

Shares8.5K

Event2026-06-30

Filed2026-08-07

AIQ

GLOBAL X FDS

New

Shares9.2K

Event2026-06-30

Filed2026-08-07

CONSOLIDATED EDISON INC

-2.29%

Shares5.3K

Event2026-06-30

Filed2026-08-07

REALTY INCOME CORP

0.01%

Shares9.5K

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

0.28%

Shares5.4K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

0.00%

Shares785

Event2026-06-30

Filed2026-08-07

CME

CME GROUP INC

0.08%

Shares2.6K

Event2026-06-30

Filed2026-08-07

SWK

STANLEY BLACK & DECKER INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-07

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares15.5K

Event2026-06-30

Filed2026-08-07

S&P GLOBAL INC

7.73%

Shares1.4K

Event2026-06-30

Filed2026-08-07

QBTS

D-WAVE QUANTUM INC

-5.29%

Shares23.2K

Event2026-06-30

Filed2026-08-07

FSMD

FIDELITY COVINGTON TRUST

0.77%

Shares10.5K

Event2026-06-30

Filed2026-08-07

QNITY ELECTRONICS INC

-1.31%

Shares3.4K

Event2026-06-30

Filed2026-08-07

NOBL

PROSHARES TR

100.00%

Shares9.8K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

0.06%

Shares3.3K

Event2026-06-30

Filed2026-08-07

TEL

TE CONNECTIVITY PLC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

NDAQ

NASDAQ INC

-3.36%

Shares6.9K

Event2026-06-30

Filed2026-08-07

QQQM

INVESCO EXCH TRADED FD TR II

10.22%

Shares1.8K

Event2026-06-30

Filed2026-08-07

PJT

PJT PARTNERS INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-07

VDE

VANGUARD WORLD FD

-10.07%

Shares3.5K

Event2026-06-30

Filed2026-08-07

MGK

VANGUARD WORLD FD

346.12%

Shares6.0K

Event2026-06-30

Filed2026-08-07

NULG

NUSHARES ETF TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-07

IYR

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

JAAA

JANUS DETROIT STR TR

0.24%

Shares10.3K

Event2026-06-30

Filed2026-08-07

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

4.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

UNILEVER PLC

5.71%

Shares8.5K

Event2026-06-30

Filed2026-08-07

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-07

IWY

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

NVO

NOVO-NORDISK A S

-15.11%

Shares10.5K

Event2026-06-30

Filed2026-08-07

ARK ETF TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-07

MGM

MGM RESORTS INTERNATIONAL

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

-2.51%

Shares8.5K

Event2026-06-30

Filed2026-08-07

FPE

FIRST TR EXCH TRADED FD III

-4.23%

Shares27.2K

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

ZOETIS INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-07

FVAL

FIDELITY COVINGTON TRUST

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-07

GRID

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-07

AMT

AMERICAN TOWER CORP

3.63%

Shares2.9K

Event2026-06-30

Filed2026-08-07

CHD

CHURCH & DWIGHT CO INC

-11.11%

Shares4.8K

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN TRUST ETF

12.30%

Shares13.9K

Event2026-06-30

Filed2026-08-07

KKR

KKR & CO INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

CLX

CLOROX CO DEL

3.10%

Shares4.8K

Event2026-06-30

Filed2026-08-07

MSA

MSA SAFETY INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

SMOT

VANECK ETF TRUST

-1.43%

Shares11.5K

Event2026-06-30

Filed2026-08-07

SPYD

SPDR SERIES TRUST

-2.23%

Shares9.3K

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

-24.15%

Shares4.8K

Event2026-06-30

Filed2026-08-07

BILS

SPDR SERIES TRUST

40.04%

Shares4.4K

Event2026-06-30

Filed2026-08-07

FTCS

FIRST TR EXCHANGE-TRADED FD

0.02%

Shares4.6K

Event2026-06-30

Filed2026-08-07

MET

METLIFE INC

1.04%

Shares5.0K

Event2026-06-30

Filed2026-08-07

IEI

ISHARES TR

-1.15%

Shares3.6K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

142.34%

Shares17.2K

Event2026-06-30

Filed2026-08-07

WASH

WASHINGTON TR BANCORP INC

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-07

ESGV

VANGUARD WORLD FD

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-07

JGLO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

0.18%

Shares12.7K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

MELI

MERCADOLIBRE INC

3.95%

Shares237

Event2026-06-30

Filed2026-08-07

CHDN

CHURCHILL DOWNS INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

New

Shares900

Event2026-06-30

Filed2026-08-07

ADOBE INC

-19.64%

Shares1.8K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

-1.39%

Shares1.7K

Event2026-06-30

Filed2026-08-07

MCHPP

MICROCHIP TECHNOLOGY INC.

-21.58%

Shares4.8K

Event2026-06-30

Filed2026-08-07

BKGI

BNY MELLON ETF TRUST

-7.71%

Shares8.3K

Event2026-06-30

Filed2026-08-07

IQV

IQVIA HLDGS INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

CWB

SPDR SERIES TRUST

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

KVUE

KENVUE INC

40.16%

Shares19.2K

Event2026-06-30

Filed2026-08-07

IYH

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-07

FAST

FASTENAL CO

0.05%

Shares7.6K

Event2026-06-30

Filed2026-08-07

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

IFF

INTERNATIONAL FLAVORS&FRAGRA

-3.09%

Shares4.5K

Event2026-06-30

Filed2026-08-07

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

DOW

DOW HLDGS INC

-1.46%

Shares12.8K

Event2026-06-30

Filed2026-08-07

XSD

SPDR SERIES TRUST

New

Shares561

Event2026-06-30

Filed2026-08-07

J P MORGAN EXCHANGE TRADED F

New

Shares6.8K

Event2026-06-30

Filed2026-08-07

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

LAMR

LAMAR ADVERTISING CO

-11.42%

Shares2.2K

Event2026-06-30

Filed2026-08-07

WEC

WEC ENERGY GROUP INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-07

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-07

PVAL

PUTNAM ETF TRUST

-28.02%

Shares6.5K

Event2026-06-30

Filed2026-08-07

IWB

ISHARES TR

-2.99%

Shares812

Event2026-06-30

Filed2026-08-07

HTGC

HERCULES CAPITAL INC

-5.80%

Shares20.9K

Event2026-06-30

Filed2026-08-07

CAE

CAE INC

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-07

RKLB

ROCKET LAB CORP

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

HSY

HERSHEY CO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

STRATEGY INC

-27.38%

Shares3.8K

Event2026-06-30

Filed2026-08-07

BIP

BROOKFIELD INFRASTRUCTURE PA

41.35%

Shares8.9K

Event2026-06-30

Filed2026-08-07

YUM

YUM BRANDS INC

3.62%

Shares2.0K

Event2026-06-30

Filed2026-08-07

PFF

ISHARES TR

-0.38%

Shares10.5K

Event2026-06-30

Filed2026-08-07

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

ABNB

AIRBNB INC

-33.54%

Shares2.2K

Event2026-06-30

Filed2026-08-07

PAYX

PAYCHEX INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

XAR

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

WMB

WILLIAMS COS INC

-3.48%

Shares4.1K

Event2026-06-30

Filed2026-08-07

DUPONT DE NEMOURS INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

-0.37%

Shares2.4K

Event2026-06-30

Filed2026-08-07

RJF

RAYMOND JAMES FINL INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

RHP

RYMAN HOSPITALITY PPTYS INC

-7.48%

Shares2.4K

Event2026-06-30

Filed2026-08-07

CWEN

CLEARWAY ENERGY INC

New

Shares8.8K

Event2026-06-30

Filed2026-08-07

SCHM

SCHWAB STRATEGIC TR

New

Shares8.2K

Event2026-06-30

Filed2026-08-07

EOG

EOG RES INC

-1.15%

Shares2.3K

Event2026-06-30

Filed2026-08-07

SBRA

SABRA HEALTH CARE REIT INC

-8.77%

Shares15.4K

Event2026-06-30

Filed2026-08-07

CARLYLE GROUP INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

-13.47%

Shares2.1K

Event2026-06-30

Filed2026-08-07

XEL

XCEL ENERGY INC

-21.34%

Shares3.7K

Event2026-06-30

Filed2026-08-07

CEF

SPROTT ASSET MANAGEMENT LP

-22.75%

Shares7.3K

Event2026-06-30

Filed2026-08-07

NEE-P

NEXTERA ENERGY INC

New

Shares6.1K

Event2026-06-30

Filed2026-08-07

VOOV

VANGUARD ADMIRAL FDS INC

-14.39%

Shares1.3K

Event2026-06-30

Filed2026-08-07

PLAINS GP HLDGS L P

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-07

CGGO

CAPITAL GROUP GBL GROWTH EQT

New

Shares6.5K

Event2026-06-30

Filed2026-08-07

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

BWA

BORGWARNER INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-07

VRSN

VERISIGN INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

INTU

INTUIT

-15.71%

Shares1.0K

Event2026-06-30

Filed2026-08-07

EZM

WISDOMTREE TR

-1.81%

Shares3.5K

Event2026-06-30

Filed2026-08-07

CTAS

CINTAS CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

TEX

TEREX CORP NEW

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

BUD

ANHEUSER BUSCH INBEV SA NV

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

NKE

NIKE INC

34.89%

Shares6.2K

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

-6.75%

Shares1.3K

Event2026-06-30

Filed2026-08-07

QJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-07

ALAB

ASTERA LABS INC

New

Shares520

Event2026-06-30

Filed2026-08-07

IWR

ISHARES TR

4.42%

Shares2.3K

Event2026-06-30

Filed2026-08-07

PPA

INVESCO EXCHANGE TRADED FD T

0.43%

Shares1.4K

Event2026-06-30

Filed2026-08-07

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-07

HYG

ISHARES TR

0.49%

Shares3.1K

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

MCO

MOODYS CORP

0.00%

Shares540

Event2026-06-30

Filed2026-08-07

FREEPORT MCMORAN INC

New

Shares3.9K

Event2026-06-30

Filed2026-08-07

NYF

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-07

BBY

BEST BUY INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

HIG

HARTFORD INSURANCE GROUP INC

-8.27%

Shares1.8K

Event2026-06-30

Filed2026-08-07

COLB

COLUMBIA BKG SYS INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-07

XLY

SELECT SECTOR SPDR TR

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

MRP

MILLROSE PPTYS INC

New

Shares7.7K

Event2026-06-30

Filed2026-08-07

EEM

ISHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

0.00%

Shares902

Event2026-06-30

Filed2026-08-07

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares440

Event2026-06-30

Filed2026-08-07

PSTL

POSTAL REALTY TRUST INC

-17.02%

Shares9.3K

Event2026-06-30

Filed2026-08-07

KNTK

KINETIK HOLDINGS INC

-5.04%

Shares4.7K

Event2026-06-30

Filed2026-08-07

BROOKFIELD CORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-07

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-07

ALLY FINL INC

New

Shares4.9K

Event2026-06-30

Filed2026-08-07

SELECT SECTOR SPDR TR

3.64%

Shares5.0K

Event2026-06-30

Filed2026-08-07

AMCOR PLC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

FLNG

FLEX LNG LTD

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-07

VIGI

VANGUARD WHITEHALL FDS

New

Shares2.3K

Event2026-06-30

Filed2026-08-07

VICI

VICI PPTYS INC

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-07

AEE

AMEREN CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

AMBP

ARDAGH METAL PACKAGING S A

0.00%

Shares44.1K

Event2026-06-30

Filed2026-08-07

JOHNSON CONTROLS INTERNATION

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

IWV

ISHARES TR

-36.39%

Shares486

Event2026-06-30

Filed2026-08-07

TIP

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares3.4K

Event2026-06-30

Filed2026-08-07

FMAG

FIDELITY COVINGTON TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-08-07

ICE

INTERCONTINENTAL EXCHANGE IN

0.31%

Shares1.6K

Event2026-06-30

Filed2026-08-07

TSLX

SIXTH STREET SPECIALTY LENDI

0.00%

Shares11.3K

Event2026-06-30

Filed2026-08-07

VTRS

VIATRIS INC

-0.15%

Shares12.2K

Event2026-06-30

Filed2026-08-07

ETV

EATON VANCE TAX-MANAGED BUY-

0.00%

Shares12.8K

Event2026-06-30

Filed2026-08-07

ABTC

AMERICAN BITCOIN CORP.

56.25%

Shares250.0K

Event2026-06-30

Filed2026-08-07

SMR

NUSCALE PWR CORP

25.00%

Shares15.0K

Event2026-06-30

Filed2026-08-07

RQI

COHEN & STEERS QUALITY INCOM

0.00%

Shares12.2K

Event2026-06-30

Filed2026-08-07

WESTERN UN CO

0.00%

Shares17.5K

Event2026-06-30

Filed2026-08-07

NMZ

NUVEEN MUN HIGH INCOME OPPOR

0.00%

Shares11.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available