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

Currently, Quadcap Wealth Management, LLC holds 418 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in BUFF (+200.1K shares, valued at $10.5M), MGK (+106.1K shares, valued at $9.3M), VUG (+64.2K shares, valued at $5.5M); decreased their positions in KBWB (-47.6K shares, valued at $4.4M), AIQ (-17.2K shares, valued at $1.1M), ROBO (-10.7K shares, valued at $914.9K); initiated new positions in BUFF (+200.1K shares, valued at $10.5M), FLIN (+88.6K shares, valued at $3.2M), DVA (+3.9K shares, valued at $864.3K).

1M P&L

-7.6M-0.83%

3M P&L

-1.7M-0.19%

HY P&L

+19.6M+2.21%

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/A631.0M

67.9%

2Semiconductors35.9M

3.9%

3Consumer Electronics29.3M

3.2%

Top Industries by Stock Count

1N/A156 stocks

42.2%

2Semiconductors9 stocks

2.4%

3Aerospace & Defense9 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JQUA J P MORGAN EXCHANGE TRADED F1.3M shares1.23%2026-06-302026-07-31

DFUS DIMENSIONAL ETF TRUST863.2K shares4.37%2026-06-302026-07-31

AAPL APPLE INC101.4K shares2.08%2026-06-302026-07-31

EVTR MORGAN STANLEY ETF TRUST476.9K shares2.50%2026-06-302026-07-31

CGCB CAPITAL GRP FIXED INCM ETF T920.1K shares2.13%2026-06-302026-07-31

NVDA NVIDIA CORPORATION90.5K shares5.07%2026-06-302026-07-31

DEXC DIMENSIONAL ETF TRUST189.3K shares5.27%2026-06-302026-07-31

QQQ INVESCO QQQ TR20.4K shares1.13%2026-06-302026-07-31

Sponsored

DIHP DIMENSIONAL ETF TRUST435.9K shares9.61%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T19.4K shares-1.49%2026-06-302026-07-31

AMZN AMAZON COM INC59.6K shares-4.48%2026-06-302026-07-31

PWRD TCW ETF TRUST98.1K shares2.93%2026-06-302026-07-31

GOOGL ALPHABET INC33.2K shares10.17%2026-06-302026-07-31

MGV VANGUARD WORLD FD72.2K shares7.73%2026-06-302026-07-31

AVLV AMERICAN CENTY ETF TR126.9K shares7.36%2026-06-302026-07-31

AIQ GLOBAL X FDS175.8K shares-8.93%2026-06-302026-07-31

Sponsored

MGK VANGUARD WORLD FD130.7K shares431.69%2026-06-302026-07-31

DISV DIMENSIONAL ETF TRUST285.2K shares5.81%2026-06-302026-07-31

MSFT MICROSOFT CORP29.8K shares0.80%2026-06-302026-07-31

JTEK J P MORGAN EXCHANGE TRADED F95.0K shares-7.83%2026-06-302026-07-31

BUFF INNOVATOR ETFS TRUST200.1K sharesnew addition2026-06-302026-07-31

CGNG CAPITAL GROUP NEW GEOGRAPHY281.1K shares7.69%2026-06-302026-07-31

XLK SELECT SECTOR SPDR TR54.8K shares1.17%2026-06-302026-07-31

UTES ETFIS SER TR I122.4K shares5.11%2026-06-302026-07-31

Sponsored

FNDX SCHWAB STRATEGIC TR286.2K shares-4.11%2026-06-302026-07-31

AVUV AMERICAN CENTY ETF TR70.8K shares19.88%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS51.7K shares-0.43%2026-06-302026-07-31

AVMV AMERICAN CENTY ETF TR100.7K shares2.04%2026-06-302026-07-31

PYLD PIMCO ETF TR300.5K shares0.57%2026-06-302026-07-31

JMID JANUS DETROIT STR TR247.1K shares6.40%2026-06-302026-07-31

AIRR FIRST TR EXCHANGE TRADED FD58.2K shares3.29%2026-06-302026-07-31

TSLA TESLA INC18.0K shares2.64%2026-06-302026-07-31

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC15.8K shares6.05%2026-06-302026-07-31

STIP ISHARES TR68.4K shares0.35%2026-06-302026-07-31

CHAT TIDAL TRUST II69.3K shares-1.03%2026-06-302026-07-31

VBR VANGUARD INDEX FDS28.1K shares-1.82%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC11.8K shares6.27%2026-06-302026-07-31

VUG VANGUARD INDEX FDS77.3K shares491.14%2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW49.8K shares3.11%2026-06-302026-07-31

USTB VICTORY PORTFOLIOS II124.5K shares-3.02%2026-06-302026-07-31

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL12.6K shares38.91%2026-06-302026-07-31

ISHARES TR ISHARES TR8.1K shares-5.88%2026-06-302026-07-31

WMT WALMART INC52.4K shares0.81%2026-06-302026-07-31

ETR ENTERGY CORP NEW51.6K shares-4.21%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.0K shares4.79%2026-06-302026-07-31

DEHP DIMENSIONAL ETF TRUST132.3K shares-0.60%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS15.1K shares5.10%2026-06-302026-07-31

BROADCOM INC BROADCOM INC14.1K shares11.95%2026-06-302026-07-31

Sponsored

JSML JANUS DETROIT STR TR55.9K shares-10.41%2026-06-302026-07-31

NLR VANECK ETF TRUST43.6K shares2.86%2026-06-302026-07-31

MGNR AMERICAN BEACON SELECT FUNDS104.1K shares4.30%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION24.2K shares1.52%2026-06-302026-07-31

GEV GE VERNOVA INC3.9K shares49.12%2026-06-302026-07-31

VOO VANGUARD INDEX FDS6.6K shares-0.91%2026-06-302026-07-31

GOOG ALPHABET INC12.6K shares11.01%2026-06-302026-07-31

VISA INC VISA INC13.0K shares-0.67%2026-06-302026-07-31

Sponsored

CISCO SYS INC CISCO SYS INC37.3K shares2.08%2026-06-302026-07-31

VTV VANGUARD INDEX FDS19.7K shares-0.69%2026-06-302026-07-31

SHLD GLOBAL X FDS71.9K shares8.01%2026-06-302026-07-31

UFO PROCURE ETF TRUST II78.6K shares30.94%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON15.1K shares6.06%2026-06-302026-07-31

ROBO EXCHANGE TRADED CONCEPTS TRU42.8K shares-19.96%2026-06-302026-07-31

IJH ISHARES TR47.5K shares-0.45%2026-06-302026-07-31

IWD ISHARES TR14.5K shares-1.22%2026-06-302026-07-31

Sponsored

IWM ISHARES TR11.6K shares-1.16%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC9.8K shares-2.13%2026-06-302026-07-31

EMXC ISHARES INC32.3K shares-0.28%2026-06-302026-07-31

ABBVIE INC ABBVIE INC12.8K shares6.72%2026-06-302026-07-31

BAC BANK OF AMER CORP55.7K shares1.94%2026-06-302026-07-31

FLIN FRANKLIN TEMPLETON ETF TR88.6K sharesnew addition2026-06-302026-07-31

CVX CHEVRON CORPORATION18.6K shares2.21%2026-06-302026-07-31

XCEM COLUMBIA ETF TR II58.1K shares0.00%2026-06-302026-07-31

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F59.0K shares-12.43%2026-06-302026-07-31

MS MORGAN STANLEY14.1K shares4.38%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP21.3K shares2.97%2026-06-302026-07-31

FMTL FIRST TR EXCHANGE-TRADED FD89.4K shares5.84%2026-06-302026-07-31

FNDF SCHWAB STRATEGIC TR53.2K shares-0.01%2026-06-302026-07-31

DELL DELL TECHNOLOGIES INC6.4K shares-16.47%2026-06-302026-07-31

DFAS DIMENSIONAL ETF TRUST33.0K shares-1.39%2026-06-302026-07-31

ORACLE CORP ORACLE CORP18.4K shares-5.16%2026-06-302026-07-31

Sponsored

IJS ISHARES TR19.6K shares-0.02%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.37.0K shares-1.16%2026-06-302026-07-31

PG PROCTER & GAMBLE CO17.6K shares2.33%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC4.4K shares6.11%2026-06-302026-07-31

ASML ASML HLDG NV1.3K shares-0.31%2026-06-302026-07-31

DIA STATE STR SPDR DOW JONES IND4.7K shares-2.99%2026-06-302026-07-31

ETN EATON CORP PLC5.7K shares5.51%2026-06-302026-07-31

XNTK SPDR SERIES TRUST6.1K shares64.90%2026-06-302026-07-31

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC7.1K shares-0.06%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC2.0K shares-17.25%2026-06-302026-07-31

NVS NOVARTIS AG14.9K shares-2.86%2026-06-302026-07-31

CHUBB LIMITED CHUBB LIMITED6.8K shares2.17%2026-06-302026-07-31

FNDC SCHWAB STRATEGIC TR47.5K shares-0.22%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP4.5K shares1.03%2026-06-302026-07-31

VBK VANGUARD INDEX FDS6.2K shares1.17%2026-06-302026-07-31

GBIL GOLDMAN SACHS ETF TR22.6K shares-28.00%2026-06-302026-07-31

Sponsored

VZ VERIZON COMMUNICATIONS INC53.2K shares7.09%2026-06-302026-07-31

IJR ISHARES TR15.0K shares0.76%2026-06-302026-07-31

LLY ELI LILLY & CO1.8K shares3.18%2026-06-302026-07-31

MINO PIMCO ETF TR47.6K shares-3.05%2026-06-302026-07-31

SCHG SCHWAB STRATEGIC TR64.0K shares-3.30%2026-06-302026-07-31

SCHM SCHWAB STRATEGIC TR57.1K shares2.11%2026-06-302026-07-31

LOW LOWES COS INC9.3K shares-0.61%2026-06-302026-07-31

QCOM QUALCOMM INC10.7K shares-7.81%2026-06-302026-07-31

Sponsored

GLD SPDR GOLD TR5.2K shares-0.06%2026-06-302026-07-31

BTC GRAYSCALE BITCOIN MINI TR ET73.6K shares0.41%2026-06-302026-07-31

NEXTERA ENERGY INC NEXTERA ENERGY INC21.6K shares22.93%2026-06-302026-07-31

DFSV DIMENSIONAL ETF TRUST47.3K shares4.59%2026-06-302026-07-31

GWW WW GRAINGER INC1.3K shares-0.88%2026-06-302026-07-31

DFUV DIMENSIONAL ETF TRUST33.0K shares0.00%2026-06-302026-07-31

UL UNILEVER PLC29.8K shares6.24%2026-06-302026-07-31

SGOV ISHARES TR17.6K shares489.00%2026-06-302026-07-31

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION12.1K shares1.76%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.9K shares6.20%2026-06-302026-07-31

WDC WESTERN DIGITAL CORP2.6K shares-25.22%2026-06-302026-07-31

MRK MERCK & CO INC13.0K shares3.30%2026-06-302026-07-31

MNST MONSTER BEVERAGE CORP NEW17.3K shares-0.60%2026-06-302026-07-31

ANET ARISTA NETWORKS INC9.8K shares26.50%2026-06-302026-07-31

NUE NUCOR CORP7.3K shares0.23%2026-06-302026-07-31

EMR EMERSON ELEC CO10.6K shares1.30%2026-06-302026-07-31

Sponsored

MEDTRONIC PLC MEDTRONIC PLC19.4K shares3.09%2026-06-302026-07-31

C CITIGROUP INC10.7K shares3.55%2026-06-302026-07-31

COP CONOCOPHILLIPS14.4K shares2.11%2026-06-302026-07-31

COHR COHERENT CORP3.8K shares-0.71%2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD T7.0K shares3.83%2026-06-302026-07-31

TFC TRUIST FINL CORP29.8K shares0.97%2026-06-302026-07-31

FNV FRANCO NEV CORP7.1K shares-0.63%2026-06-302026-07-31

VRT VERTIV HOLDINGS CO4.4K shares-6.52%2026-06-302026-07-31

Sponsored

EFV ISHARES TR19.0K shares0.00%2026-06-302026-07-31

CAT CATERPILLAR INC1.4K shares6.45%2026-06-302026-07-31

VV VANGUARD INDEX FDS4.1K shares0.27%2026-06-302026-07-31

EXPE EXPEDIA GROUP INC5.5K shares11.32%2026-06-302026-07-31

HDV ISHARES TR51.5K shares395.31%2026-06-302026-07-31

QUAL ISHARES TR6.4K shares-0.50%2026-06-302026-07-31

GD GENERAL DYNAMICS CORP3.9K shares1.95%2026-06-302026-07-31

SPYG SPDR SERIES TRUST11.6K shares-3.16%2026-06-302026-07-31

Sponsored

LRCX LAM RESEARCH CORP3.2K shares-0.88%2026-06-302026-07-31

L LOEWS CORP12.0K shares-0.13%2026-06-302026-07-31

ETHV VANECK ETHEREUM TR58.9K shares0.46%2026-06-302026-07-31

IWO ISHARES TR3.4K shares0.97%2026-06-302026-07-31

XLY SELECT SECTOR SPDR TR11.4K shares20.20%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC7.3K shares-6.41%2026-06-302026-07-31

WASTE MGMT INC DEL WASTE MGMT INC DEL5.9K shares1.42%2026-06-302026-07-31

EOG EOG RES INC10.0K shares3.22%2026-06-302026-07-31

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.5K shares5.01%2026-06-302026-07-31

T AT&T INC62.4K shares2.79%2026-06-302026-07-31

SPDR SERIES TRUST SPDR SERIES TRUST14.7K shares-3.41%2026-06-302026-07-31

SCHF SCHWAB STRATEGIC TR45.9K shares0.00%2026-06-302026-07-31

VBIL VANGUARD INSTL INDEX FD16.7K shares0.86%2026-06-302026-07-31

APH AMPHENOL CORP7.1K shares0.59%2026-06-302026-07-31

IJT ISHARES TR6.9K shares-9.82%2026-06-302026-07-31

SLV ISHARES SILVER TR22.9K shares0.78%2026-06-302026-07-31

Sponsored

SPYD SPDR SERIES TRUST25.6K shares-6.07%2026-06-302026-07-31

ITA ISHARES TR5.0K shares-0.98%2026-06-302026-07-31

SPMD SPDR SERIES TRUST17.6K shares-0.33%2026-06-302026-07-31

SHOP SHOPIFY INC10.4K shares-1.68%2026-06-302026-07-31

INTC INTEL CORP8.4K shares-29.43%2026-06-302026-07-31

AEM AGNICO EAGLE MINES LTD7.6K shares0.09%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC2.3K shares-1.99%2026-06-302026-07-31

SYK STRYKER CORPORATION3.7K shares4.75%2026-06-302026-07-31

Sponsored

TXN TEXAS INSTRS INC3.9K shares39.88%2026-06-302026-07-31

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.9K shares8.81%2026-06-302026-07-31

NSC NORFOLK SOUTHN CORP3.6K shares1.41%2026-06-302026-07-31

ISRG INTUITIVE SURGICAL INC2.8K shares-4.15%2026-06-302026-07-31

DFAC DIMENSIONAL ETF TRUST25.2K shares0.00%2026-06-302026-07-31

BMY BRISTOL-MYERS SQUIBB CO19.4K shares4.39%2026-06-302026-07-31

VB VANGUARD INDEX FDS3.5K shares3.09%2026-06-302026-07-31

LIN LINDE PLC2.1K shares29.06%2026-06-302026-07-31

Sponsored

KMI KINDER MORGAN INC DEL32.1K shares0.70%2026-06-302026-07-31

PNC PNC FINL SVCS GROUP INC4.1K shares10.32%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS3.6K shares0.22%2026-06-302026-07-31

DFIC DIMENSIONAL ETF TRUST27.2K shares4.04%2026-06-302026-07-31

TT TRANE TECHNOLOGIES PLC2.0K shares9.80%2026-06-302026-07-31

HD HOME DEPOT INC2.8K shares20.68%2026-06-302026-07-31

GBTC GRAYSCALE BITCOIN TRUST ETF21.7K shares0.00%2026-06-302026-07-31

ULS UL SOLUTIONS INC9.5K shares0.08%2026-06-302026-07-31

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.3K shares12.96%2026-06-302026-07-31

MCK MCKESSON CORP1.3K shares-3.57%2026-06-302026-07-31

UBER UBER TECHNOLOGIES INC13.1K shares0.67%2026-06-302026-07-31

VRTX VERTEX PHARMACEUTICALS INC1.9K shares0.21%2026-06-302026-07-31

AXON AXON ENTERPRISE INC1.7K shares14.31%2026-06-302026-07-31

XLF SELECT SECTOR SPDR TR16.9K shares7.99%2026-06-302026-07-31

XLE SELECT SECTOR SPDR TR16.9K shares2.04%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC877 shares8.00%2026-06-302026-07-31

Sponsored

NEM NEWMONT CORP9.4K shares0.30%2026-06-302026-07-31

PPL CORP PPL CORP24.2K shares0.47%2026-06-302026-07-31

SN SHARKNINJA INC5.8K shares-2.86%2026-06-302026-07-31

RBC RBC BEARINGS INC1.3K shares-0.15%2026-06-302026-07-31

MPC MARATHON PETE CORP3.4K shares2.02%2026-06-302026-07-31

DVY ISHARES TR5.5K shares2.16%2026-06-302026-07-31

DVA DAVITA INC3.9K sharesnew addition2026-06-302026-07-31

DE DEERE & CO1.4K shares3.92%2026-06-302026-07-31

Sponsored

MCD MCDONALDS CORP3.2K shares23.96%2026-06-302026-07-31

SHW SHERWIN WILLIAMS CO2.5K shares-0.96%2026-06-302026-07-31

FE FIRSTENERGY CORP17.8K shares21.08%2026-06-302026-07-31

WAB WABTEC3.1K shares2.04%2026-06-302026-07-31

CMG CHIPOTLE MEXICAN GRILL INC24.6K shares-6.66%2026-06-302026-07-31

OMC OMNICOM GROUP INC11.4K shares-3.12%2026-06-302026-07-31

CAVA CAVA GROUP INC10.4K shares8.12%2026-06-302026-07-31

SCHW SCHWAB CHARLES CORP8.8K shares1.79%2026-06-302026-07-31

Sponsored

PRF INVESCO EXCHANGE TRADED FD T15.0K shares0.00%2026-06-302026-07-31

WFC WELLS FARGO & CO9.7K shares6.69%2026-06-302026-07-31

HSY HERSHEY CO4.6K shares-4.07%2026-06-302026-07-31

MRVL MARVELL TECHNOLOGY INC2.7K shares13.07%2026-06-302026-07-31

JMST J P MORGAN EXCHANGE TRADED F15.5K shares-1.01%2026-06-302026-07-31

AFFIRM HLDGS INC AFFIRM HLDGS INC9.5K shares9.48%2026-06-302026-07-31

FNDA SCHWAB STRATEGIC TR20.2K shares0.00%2026-06-302026-07-31

FTI TECHNIPFMC PLC11.5K shares-0.68%2026-06-302026-07-31

Sponsored

IVW ISHARES TR5.5K shares2.97%2026-06-302026-07-31

AEP AMERICAN ELEC PWR CO INC5.5K sharesnew addition2026-06-302026-07-31

MTB M & T BK CORP3.2K shares0.76%2026-06-302026-07-31

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-31

ABNB AIRBNB INC5.2K shares-4.30%2026-06-302026-07-31

SNPS SYNOPSYS INC1.7K shares-0.54%2026-06-302026-07-31

UNP UNION PAC CORP2.7K shares18.58%2026-06-302026-07-31

ABT ABBOTT LABORATORIES8.1K shares-2.49%2026-06-302026-07-31

Sponsored

PEP PEPSICO INC5.3K shares4.82%2026-06-302026-07-31

TXT TEXTRON INC7.8K shares0.00%2026-06-302026-07-31

TGT TARGET CORP5.5K shares-2.32%2026-06-302026-07-31

OKE ONEOK INC NEW8.2K shares3.00%2026-06-302026-07-31

MKL MARKEL GROUP INC365 shares-0.82%2026-06-302026-07-31

MMC MARSH & MCLENNAN COS INC4.2K shares-19.88%2026-06-302026-07-31

GE GE AEROSPACE1.9K shares5.94%2026-06-302026-07-31

UPS UNITED PARCEL SVCS INC6.5K shares3.20%2026-06-302026-07-31

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC3.1K sharesnew addition2026-06-302026-07-31

TEL TE CONNECTIVITY PLC3.4K shares3.35%2026-06-302026-07-31

DFAI DIMENSIONAL ETF TRUST16.6K shares15.69%2026-06-302026-07-31

FIX COMFORT SYS USA INC345 shares1.17%2026-06-302026-07-31

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.1K sharesnew addition2026-06-302026-07-31

ISHARES TR ISHARES TR7.0K shares7.50%2026-06-302026-07-31

SATS ECHOSTAR CORP6.6K shares-6.13%2026-06-302026-07-31

THC TENET HEALTHCARE CORP3.6K shares-1.69%2026-06-302026-07-31

Sponsored

KLAC KLA CORP2.2K shares1007.46%2026-06-302026-07-31

CBOE CBOE GLOBAL MKTS INC2.8K shares4.40%2026-06-302026-07-31

GPC GENUINE PARTS CO5.6K shares-0.30%2026-06-302026-07-31

EVSM MORGAN STANLEY ETF TRUST13.1K shares-25.93%2026-06-302026-07-31

ENB ENBRIDGE INC12.1K shares0.21%2026-06-302026-07-31

DFAU DIMENSIONAL ETF TRUST12.5K shares-0.96%2026-06-302026-07-31

DOC HEALTHPEAK PROPERTIES INC30.1K shares-8.26%2026-06-302026-07-31

BIL SPDR SERIES TRUST6.9K shares-18.69%2026-06-302026-07-31

Sponsored

APPLIED MATLS INC APPLIED MATLS INC875 shares17.77%2026-06-302026-07-31

LHX L3HARRIS TECHNOLOGIES INC2.2K shares-0.05%2026-06-302026-07-31

KO COCA COLA CO7.7K shares23.61%2026-06-302026-07-31

MO ALTRIA GROUP INC8.7K shares-1.48%2026-06-302026-07-31

IVE ISHARES TR2.8K shares-14.02%2026-06-302026-07-31

IEF ISHARES TR6.6K shares0.00%2026-06-302026-07-31

SCHA SCHWAB STRATEGIC TR17.0K shares3.78%2026-06-302026-07-31

ROKU ROKU INC4.4K shares-17.82%2026-06-302026-07-31

Sponsored

S&P GLOBAL INC S&P GLOBAL INC1.5K shares-38.92%2026-06-302026-07-31

BN BROOKFIELD CORP14.2K shares-4.80%2026-06-302026-07-31

SNDK SANDISK CORP265 sharesnew addition2026-06-302026-07-31

PFE PFIZER INC25.0K shares5.12%2026-06-302026-07-31

QTEC FIRST TR EXCHANGE-TRADED FD1.8K shares0.56%2026-06-302026-07-31

XLV SELECT SECTOR SPDR TR3.7K shares61.52%2026-06-302026-07-31

DFIV DIMENSIONAL ETF TRUST11.0K shares-6.05%2026-06-302026-07-31

MDLZ MONDELEZ INTL INC10.2K shares4.44%2026-06-302026-07-31

Sponsored

DUHP DIMENSIONAL ETF TRUST13.9K shares0.00%2026-06-302026-07-31

TJX TJX COS INC NEW3.8K shares23.81%2026-06-302026-07-31

IBIT ISHARES BITCOIN TRUST ETF17.4K shares1.52%2026-06-302026-07-31

VICI VICI PPTYS INC21.4K shares2.88%2026-06-302026-07-31

CORTEVA INC CORTEVA INC6.7K shares1.60%2026-06-302026-07-31

ADM ARCHER DANIELS MIDLAND CO7.4K sharesnew addition2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS2.4K shares0.00%2026-06-302026-07-31

AER AERCAP HOLDINGS NV3.8K shares-1.48%2026-06-302026-07-31

Sponsored

RKLB ROCKET LAB CORP5.4K shares2.68%2026-06-302026-07-31

EXEL EXELIXIS INC10.0K sharesnew addition2026-06-302026-07-31

MTUM ISHARES TR1.6K sharesnew addition2026-06-302026-07-31

SPHB INVESCO EXCH TRADED FD TR II3.4K shares-1.21%2026-06-302026-07-31

EFA ISHARES TR5.1K sharesnew addition2026-06-302026-07-31

VO VANGUARD INDEX FDS6.2K shares309.40%2026-06-302026-07-31

APPLOVIN CORP APPLOVIN CORP972 shares-6.54%2026-06-302026-07-31

BKLC BNY MELLON ETF TRUST3.5K shares-4.92%2026-06-302026-07-31

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.7K shares46.16%2026-06-302026-07-31

SDY SPDR SERIES TRUST3.3K shares0.00%2026-06-302026-07-31

PRFZ INVESCO EXCHANGE TRADED FD T8.9K shares0.00%2026-06-302026-07-31

VGT VANGUARD WORLD FD4.1K shares1027.07%2026-06-302026-07-31

DATADOG INC DATADOG INC1.9K shares-5.53%2026-06-302026-07-31

NLY ANNALY CAPITAL MANAGEMENT IN21.6K shares-1.25%2026-06-302026-07-31

AOS SMITH A O CORP7.7K shares5.15%2026-06-302026-07-31

ICE INTERCONTINENTAL EXCHANGE IN3.9K shares-3.79%2026-06-302026-07-31

Sponsored

LEN LENNAR CORP5.3K shares-2.37%2026-06-302026-07-31

EDV VANGUARD WORLD FD7.3K shares0.00%2026-06-302026-07-31

OXY OCCIDENTAL PETE CORP9.7K shares2.68%2026-06-302026-07-31

SERVICENOW INC SERVICENOW INC4.7K shares-1.62%2026-06-302026-07-31

VSS VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-06-302026-07-31

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC602 shares-0.82%2026-06-302026-07-31

HAS HASBRO INC5.4K shares0.54%2026-06-302026-07-31

ISHARES TR ISHARES TR4.5K shares2.91%2026-06-302026-07-31

Sponsored

ALC ALCON AG6.6K shares0.00%2026-06-302026-07-31

FHN FIRST HORIZON CORPORATION17.2K shares1.30%2026-06-302026-07-31

TPR TAPESTRY INC3.0K shares2.89%2026-06-302026-07-31

XLI SELECT SECTOR SPDR TR2.3K shares99.07%2026-06-302026-07-31

CME CME GROUP INC1.9K shares0.26%2026-06-302026-07-31

DFLV DIMENSIONAL ETF TRUST10.6K shares25.74%2026-06-302026-07-31

CCI CROWN CASTLE INC5.5K shares-0.29%2026-06-302026-07-31

FIXD FIRST TR EXCHNG TRADED FD VI9.5K shares-8.55%2026-06-302026-07-31

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.4K sharesnew addition2026-06-302026-07-31

GPCR STRUCTURE THERAPEUTICS INC7.6K shares61.45%2026-06-302026-07-31

JEPI J P MORGAN EXCHANGE TRADED F7.2K shares6.40%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO1.2K shares48.56%2026-06-302026-07-31

ATO ATMOS ENERGY CORP2.3K shares-0.38%2026-06-302026-07-31

AS AMER SPORTS INC11.9K shares1.95%2026-06-302026-07-31

CACI CACI INTL INC861 shares-0.81%2026-06-302026-07-31

DIS DISNEY WALT CO4.1K shares-7.60%2026-06-302026-07-31

Sponsored

CMCSA COMCAST CORP NEW15.9K shares-13.70%2026-06-302026-07-31

WPC WP CAREY INC5.4K shares-0.69%2026-06-302026-07-31

XLP SELECT SECTOR SPDR TR4.6K shares0.71%2026-06-302026-07-31

VXF VANGUARD INDEX FDS1.5K shares0.00%2026-06-302026-07-31

BND VANGUARD BD INDEX FDS5.0K shares0.00%2026-06-302026-07-31

GLW CORNING INC1.4K sharesnew addition2026-06-302026-07-31

AA ALCOA CORP6.9K shares1.24%2026-06-302026-07-31

HUBB HUBBELL INC682 shares66.75%2026-06-302026-07-31

Sponsored

BKNG BOOKING HOLDINGS INC2.0K shares1833.98%2026-06-302026-07-31

EQIX EQUINIX INC335 shares7.03%2026-06-302026-07-31

CRM SALESFORCE INC2.2K shares1.55%2026-06-302026-07-31

ARK ETF TR ARK ETF TR4.2K shares-5.02%2026-06-302026-07-31

DFSU DIMENSIONAL ETF TRUST7.1K shares0.00%2026-06-302026-07-31

CEG CONSTELLATION ENERGY CORP1.3K shares2.22%2026-06-302026-07-31

IYW ISHARES TR1.3K shares-29.54%2026-06-302026-07-31

VOE VANGUARD INDEX FDS1.7K shares-2.05%2026-06-302026-07-31

Sponsored

KBWB INVESCO EXCH TRADED FD TR II3.5K shares-93.10%2026-06-302026-07-31

FISR SSGA ACTIVE TR12.8K shares-21.08%2026-06-302026-07-31

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR7.2K shares6.44%2026-06-302026-07-31

KMB KIMBERLY-CLARK CORP2.9K shares22.85%2026-06-302026-07-31

COR CENCORA INC1.1K shares4.74%2026-06-302026-07-31

CVS CVS HEALTH CORP3.0K sharesnew addition2026-06-302026-07-31

HEI HEICO CORP NEW869 shares5.21%2026-06-302026-07-31

QSR RESTAURANT BRANDS INTL INC4.3K shares3.82%2026-06-302026-07-31

Sponsored

HOOD ROBINHOOD MKTS INC3.1K sharesnew addition2026-06-302026-07-31

BCE BCE INC14.3K shares-3.42%2026-06-302026-07-31

ET ENERGY TRANSFER L P16.1K shares1.54%2026-06-302026-07-31

IWS ISHARES TR1.8K shares17.56%2026-06-302026-07-31

EPD ENTERPRISE PRODS PARTNERS L8.2K shares0.10%2026-06-302026-07-31

AMGN AMGEN INC832 shares14.60%2026-06-302026-07-31

SBUX STARBUCKS CORP2.9K shares12.87%2026-06-302026-07-31

COF CAPITAL ONE FINL CORP1.5K shares4.79%2026-06-302026-07-31

Sponsored

ES EVERSOURCE ENERGY4.0K shares5.81%2026-06-302026-07-31

RYN RAYONIER INC13.6K sharesnew addition2026-06-302026-07-31

SPTM SPDR SERIES TRUST3.2K shares-3.19%2026-06-302026-07-31

MDYV SPDR SERIES TRUST3.0K shares0.00%2026-06-302026-07-31

IWB ISHARES TR701 shares-0.57%2026-06-302026-07-31

GILD GILEAD SCIENCES INC2.2K shares-54.27%2026-06-302026-07-31

ESGU ISHARES TR1.7K shares-7.73%2026-06-302026-07-31

IEX IDEX CORP1.2K shares1.39%2026-06-302026-07-31

Sponsored

SCHB SCHWAB STRATEGIC TR9.7K shares0.00%2026-06-302026-07-31

DON WISDOMTREE TR5.0K shares3.35%2026-06-302026-07-31

BK BANK OF NY MELLON CORP1.9K shares9.31%2026-06-302026-07-31

ALK ALASKA AIR GROUP INC5.4K shares-4.47%2026-06-302026-07-31

PCG PG&E CORP16.5K shares5.09%2026-06-302026-07-31

AON AON PLC837 shares15.29%2026-06-302026-07-31

ADOBE INC ADOBE INC1.4K shares-1.39%2026-06-302026-07-31

ATMP BARCLAYS BANK PLC8.0K shares0.00%2026-06-302026-07-31

Sponsored

BX BLACKSTONE INC2.3K sharesnew addition2026-06-302026-07-31

CMI CUMMINS INC381 sharesnew addition2026-06-302026-07-31

BDX BECTON DICKINSON & CO1.8K shares-3.24%2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING IN1.2K sharesnew addition2026-06-302026-07-31

VDC VANGUARD WORLD FD1.2K shares0.00%2026-06-302026-07-31

AJG GALLAGHER ARTHUR J & CO1.2K shares1.30%2026-06-302026-07-31

SYSB ISHARES TR3.0K shares0.00%2026-06-302026-07-31

IYT ISHARES TR3.0K shares0.20%2026-06-302026-07-31

Sponsored

VIGI VANGUARD WHITEHALL FDS2.8K shares-4.07%2026-06-302026-07-31

CRSP CRISPR THERAPEUTICS AG4.7K shares-1.92%2026-06-302026-07-31

IWF ISHARES TR2.1K shares300.19%2026-06-302026-07-31

IWN ISHARES TR1.2K sharesnew addition2026-06-302026-07-31

VEU VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-06-302026-07-31

NBIS NEBIUS GROUP N.V.923 sharesnew addition2026-06-302026-07-31

CIBR FIRST TR EXCHANGE-TRADED FD2.8K sharesnew addition2026-06-302026-07-31

HWM HOWMET AEROSPACE INC931 sharesnew addition2026-06-302026-07-31

Sponsored

RF REGIONS FINANCIAL CORP NEW8.2K sharesnew addition2026-06-302026-07-31

IJK ISHARES TR2.1K shares0.00%2026-06-302026-07-31

ED CONSOLIDATED EDISON INC2.2K shares-64.14%2026-06-302026-07-31

BKT BLACKROCK INCOME TR INC22.7K shares0.00%2026-06-302026-07-31

DGX QUEST DIAGNOSTICS INC1.1K shares2.47%2026-06-302026-07-31

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL246 sharesnew addition2026-06-302026-07-31

OTIS OTIS WORLDWIDE CORP3.3K shares9.27%2026-06-302026-07-31

U HAUL HOLDING COMPANY U HAUL HOLDING COMPANY3.6K sharesnew addition2026-06-302026-07-31

Sponsored

SCHX SCHWAB STRATEGIC TR7.9K shares0.00%2026-06-302026-07-31

DOW DOW HLDGS INC8.5K shares-29.32%2026-06-302026-07-31

SPSM SPDR SERIES TRUST3.9K sharesnew addition2026-06-302026-07-31

VKTX VIKING THERAPEUTICS INC5.8K sharesnew addition2026-06-302026-07-31

PH PARKER-HANNIFIN CORP229 sharesnew addition2026-06-302026-07-31

ORLY OREILLY AUTOMOTIVE INC2.4K shares9.09%2026-06-302026-07-31

ADI ANALOG DEVICES INC562 sharesnew addition2026-06-302026-07-31

CNC CENTENE CORP DEL3.5K sharesnew addition2026-06-302026-07-31

Sponsored

WIA WESTERN ASSET INFLT LNK INC27.2K shares-4.97%2026-06-302026-07-31

SKYY FIRST TR EXCHANGE-TRADED FD1.6K sharesnew addition2026-06-302026-07-31

TDY TELEDYNE TECHNOLOGIES INC329 sharesnew addition2026-06-302026-07-31

PTON PELOTON INTERACTIVE INC37.1K shares-16.05%2026-06-302026-07-31

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC1.6K shares-8.09%2026-06-302026-07-31

IEMG ISHARES INC2.6K sharesnew addition2026-06-302026-07-31

BSX BOSTON SCIENTIFIC CORP5.1K sharesnew addition2026-06-302026-07-31

DHR DANAHER CORP DEL1.1K shares-3.36%2026-06-302026-07-31

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I3.3K shares-8.81%2026-06-302026-07-31

AGGY WISDOMTREE TR4.9K shares-0.16%2026-06-302026-07-31

MTCH MATCH GROUP INC NEW5.6K sharesnew addition2026-06-302026-07-31

AVDV AMERICAN CENTY ETF TR2.0K sharesnew addition2026-06-302026-07-31

WBD WARNER BROS DISCOVERY INC7.7K sharesnew addition2026-06-302026-07-31

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC682 shares-3.54%2026-06-302026-07-31

QUANTA SVCS INC QUANTA SVCS INC285 sharesnew addition2026-06-302026-07-31

INTU INTUIT780 shares-58.29%2026-06-302026-07-31

Sponsored

ARK ETF TR ARK ETF TR1.4K sharesnew addition2026-06-302026-07-31

IYR ISHARES TR2.0K sharesnew addition2026-06-302026-07-31

IWR ISHARES TR1.8K sharesnew addition2026-06-302026-07-31

ARK ETF TR ARK ETF TR4.8K sharesnew addition2026-06-302026-07-31

MELI MERCADOLIBRE INC118 sharesnew addition2026-06-302026-07-31

RDY DR REDDYS LABS LTD11.6K sharesnew addition2026-06-302026-07-31

CCJ CAMECO CORP1.6K shares4.28%2026-06-302026-07-31

HE HAWAIIAN ELEC INDS INC MTN B10.0K shares0.00%2026-06-302026-07-31

Sponsored

VGM INVESCO TR INVT GRADE MUNS12.5K shares1.88%2026-06-302026-07-31

JFR NUVEEN FLOATING RATE INCOME17.0K shares0.00%2026-06-302026-07-31

FUBO FUBOTV INC10.4K sharesnew addition2026-06-302026-07-31

INV INNVENTURE INC15.6K sharesnew addition2026-06-302026-07-31

JBLU JETBLUE AIRWAYS CORP13.7K sharesnew addition2026-06-302026-07-31

CLOV CLOVER HEALTH INVESTMENTS CO10.0K shares0.00%2026-06-302026-07-31

ANVS ANNOVIS BIO INC16.1K sharesnew addition2026-06-302026-07-31

OVID OVID THERAPEUTICS INC11.1K shares0.00%2026-06-302026-07-31

Sponsored

ABTC AMERICAN BITCOIN CORP.11.1K shares0.00%2026-06-302026-07-31

TNYA TENAYA THERAPEUTICS INC10.0K shares0.00%2026-06-302026-07-31

JQUA

J P MORGAN EXCHANGE TRADED F

1.23%

Shares1.3M

Event2026-06-30

Filed2026-07-31

DFUS

DIMENSIONAL ETF TRUST

4.37%

Shares863.2K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

2.08%

Shares101.4K

Event2026-06-30

Filed2026-07-31

EVTR

MORGAN STANLEY ETF TRUST

2.50%

Shares476.9K

Event2026-06-30

Filed2026-07-31

CGCB

CAPITAL GRP FIXED INCM ETF T

2.13%

Shares920.1K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

5.07%

Shares90.5K

Event2026-06-30

Filed2026-07-31

DEXC

DIMENSIONAL ETF TRUST

5.27%

Shares189.3K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

1.13%

Shares20.4K

Event2026-06-30

Filed2026-07-31

DIHP

DIMENSIONAL ETF TRUST

9.61%

Shares435.9K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

-1.49%

Shares19.4K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-4.48%

Shares59.6K

Event2026-06-30

Filed2026-07-31

PWRD

TCW ETF TRUST

2.93%

Shares98.1K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

10.17%

Shares33.2K

Event2026-06-30

Filed2026-07-31

MGV

VANGUARD WORLD FD

7.73%

Shares72.2K

Event2026-06-30

Filed2026-07-31

AVLV

AMERICAN CENTY ETF TR

7.36%

Shares126.9K

Event2026-06-30

Filed2026-07-31

AIQ

GLOBAL X FDS

-8.93%

Shares175.8K

Event2026-06-30

Filed2026-07-31

MGK

VANGUARD WORLD FD

431.69%

Shares130.7K

Event2026-06-30

Filed2026-07-31

DISV

DIMENSIONAL ETF TRUST

5.81%

Shares285.2K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

0.80%

Shares29.8K

Event2026-06-30

Filed2026-07-31

JTEK

J P MORGAN EXCHANGE TRADED F

-7.83%

Shares95.0K

Event2026-06-30

Filed2026-07-31

BUFF

INNOVATOR ETFS TRUST

New

Shares200.1K

Event2026-06-30

Filed2026-07-31

CGNG

CAPITAL GROUP NEW GEOGRAPHY

7.69%

Shares281.1K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

1.17%

Shares54.8K

Event2026-06-30

Filed2026-07-31

UTES

ETFIS SER TR I

5.11%

Shares122.4K

Event2026-06-30

Filed2026-07-31

FNDX

SCHWAB STRATEGIC TR

-4.11%

Shares286.2K

Event2026-06-30

Filed2026-07-31

AVUV

AMERICAN CENTY ETF TR

19.88%

Shares70.8K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

-0.43%

Shares51.7K

Event2026-06-30

Filed2026-07-31

AVMV

AMERICAN CENTY ETF TR

2.04%

Shares100.7K

Event2026-06-30

Filed2026-07-31

PYLD

PIMCO ETF TR

0.57%

Shares300.5K

Event2026-06-30

Filed2026-07-31

JMID

JANUS DETROIT STR TR

6.40%

Shares247.1K

Event2026-06-30

Filed2026-07-31

AIRR

FIRST TR EXCHANGE TRADED FD

3.29%

Shares58.2K

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

2.64%

Shares18.0K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.05%

Shares15.8K

Event2026-06-30

Filed2026-07-31

STIP

ISHARES TR

0.35%

Shares68.4K

Event2026-06-30

Filed2026-07-31

CHAT

TIDAL TRUST II

-1.03%

Shares69.3K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

-1.82%

Shares28.1K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

6.27%

Shares11.8K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

491.14%

Shares77.3K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

3.11%

Shares49.8K

Event2026-06-30

Filed2026-07-31

USTB

VICTORY PORTFOLIOS II

-3.02%

Shares124.5K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

38.91%

Shares12.6K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-5.88%

Shares8.1K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

0.81%

Shares52.4K

Event2026-06-30

Filed2026-07-31

ETR

ENTERGY CORP NEW

-4.21%

Shares51.6K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

4.79%

Shares18.0K

Event2026-06-30

Filed2026-07-31

DEHP

DIMENSIONAL ETF TRUST

-0.60%

Shares132.3K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

5.10%

Shares15.1K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

11.95%

Shares14.1K

Event2026-06-30

Filed2026-07-31

JSML

JANUS DETROIT STR TR

-10.41%

Shares55.9K

Event2026-06-30

Filed2026-07-31

NLR

VANECK ETF TRUST

2.86%

Shares43.6K

Event2026-06-30

Filed2026-07-31

MGNR

AMERICAN BEACON SELECT FUNDS

4.30%

Shares104.1K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

1.52%

Shares24.2K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

49.12%

Shares3.9K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

-0.91%

Shares6.6K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

11.01%

Shares12.6K

Event2026-06-30

Filed2026-07-31

VISA INC

-0.67%

Shares13.0K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

2.08%

Shares37.3K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

-0.69%

Shares19.7K

Event2026-06-30

Filed2026-07-31

SHLD

GLOBAL X FDS

8.01%

Shares71.9K

Event2026-06-30

Filed2026-07-31

UFO

PROCURE ETF TRUST II

30.94%

Shares78.6K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

6.06%

Shares15.1K

Event2026-06-30

Filed2026-07-31

ROBO

EXCHANGE TRADED CONCEPTS TRU

-19.96%

Shares42.8K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

-0.45%

Shares47.5K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

-1.22%

Shares14.5K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

-1.16%

Shares11.6K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

-2.13%

Shares9.8K

Event2026-06-30

Filed2026-07-31

EMXC

ISHARES INC

-0.28%

Shares32.3K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

6.72%

Shares12.8K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

1.94%

Shares55.7K

Event2026-06-30

Filed2026-07-31

FLIN

FRANKLIN TEMPLETON ETF TR

New

Shares88.6K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

2.21%

Shares18.6K

Event2026-06-30

Filed2026-07-31

XCEM

COLUMBIA ETF TR II

0.00%

Shares58.1K

Event2026-06-30

Filed2026-07-31

JMUB

J P MORGAN EXCHANGE TRADED F

-12.43%

Shares59.0K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

4.38%

Shares14.1K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

2.97%

Shares21.3K

Event2026-06-30

Filed2026-07-31

FMTL

FIRST TR EXCHANGE-TRADED FD

5.84%

Shares89.4K

Event2026-06-30

Filed2026-07-31

FNDF

SCHWAB STRATEGIC TR

-0.01%

Shares53.2K

Event2026-06-30

Filed2026-07-31

DELL

DELL TECHNOLOGIES INC

-16.47%

Shares6.4K

Event2026-06-30

Filed2026-07-31

DFAS

DIMENSIONAL ETF TRUST

-1.39%

Shares33.0K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

-5.16%

Shares18.4K

Event2026-06-30

Filed2026-07-31

IJS

ISHARES TR

-0.02%

Shares19.6K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

-1.16%

Shares37.0K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

2.33%

Shares17.6K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

6.11%

Shares4.4K

Event2026-06-30

Filed2026-07-31

ASML

ASML HLDG NV

-0.31%

Shares1.3K

Event2026-06-30

Filed2026-07-31

DIA

STATE STR SPDR DOW JONES IND

-2.99%

Shares4.7K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

5.51%

Shares5.7K

Event2026-06-30

Filed2026-07-31

XNTK

SPDR SERIES TRUST

64.90%

Shares6.1K

Event2026-06-30

Filed2026-07-31

TRAVELERS COMPANIES INC

-0.06%

Shares7.1K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

-17.25%

Shares2.0K

Event2026-06-30

Filed2026-07-31

NVS

NOVARTIS AG

-2.86%

Shares14.9K

Event2026-06-30

Filed2026-07-31

CHUBB LIMITED

2.17%

Shares6.8K

Event2026-06-30

Filed2026-07-31

FNDC

SCHWAB STRATEGIC TR

-0.22%

Shares47.5K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

1.03%

Shares4.5K

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD INDEX FDS

1.17%

Shares6.2K

Event2026-06-30

Filed2026-07-31

GBIL

GOLDMAN SACHS ETF TR

-28.00%

Shares22.6K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

7.09%

Shares53.2K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

0.76%

Shares15.0K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

3.18%

Shares1.8K

Event2026-06-30

Filed2026-07-31

MINO

PIMCO ETF TR

-3.05%

Shares47.6K

Event2026-06-30

Filed2026-07-31

SCHG

SCHWAB STRATEGIC TR

-3.30%

Shares64.0K

Event2026-06-30

Filed2026-07-31

SCHM

SCHWAB STRATEGIC TR

2.11%

Shares57.1K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC

-0.61%

Shares9.3K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

-7.81%

Shares10.7K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

-0.06%

Shares5.2K

Event2026-06-30

Filed2026-07-31

BTC

GRAYSCALE BITCOIN MINI TR ET

0.41%

Shares73.6K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

22.93%

Shares21.6K

Event2026-06-30

Filed2026-07-31

DFSV

DIMENSIONAL ETF TRUST

4.59%

Shares47.3K

Event2026-06-30

Filed2026-07-31

GWW

WW GRAINGER INC

-0.88%

Shares1.3K

Event2026-06-30

Filed2026-07-31

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares33.0K

Event2026-06-30

Filed2026-07-31

UNILEVER PLC

6.24%

Shares29.8K

Event2026-06-30

Filed2026-07-31

SGOV

ISHARES TR

489.00%

Shares17.6K

Event2026-06-30

Filed2026-07-31

JOHNSON CONTROLS INTERNATION

1.76%

Shares12.1K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

6.20%

Shares1.9K

Event2026-06-30

Filed2026-07-31

WDC

WESTERN DIGITAL CORP

-25.22%

Shares2.6K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

3.30%

Shares13.0K

Event2026-06-30

Filed2026-07-31

MNST

MONSTER BEVERAGE CORP NEW

-0.60%

Shares17.3K

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS INC

26.50%

Shares9.8K

Event2026-06-30

Filed2026-07-31

NUE

NUCOR CORP

0.23%

Shares7.3K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

1.30%

Shares10.6K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

3.09%

Shares19.4K

Event2026-06-30

Filed2026-07-31

CITIGROUP INC

3.55%

Shares10.7K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

2.11%

Shares14.4K

Event2026-06-30

Filed2026-07-31

COHR

COHERENT CORP

-0.71%

Shares3.8K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD T

3.83%

Shares7.0K

Event2026-06-30

Filed2026-07-31

TFC

TRUIST FINL CORP

0.97%

Shares29.8K

Event2026-06-30

Filed2026-07-31

FNV

FRANCO NEV CORP

-0.63%

Shares7.1K

Event2026-06-30

Filed2026-07-31

VRT

VERTIV HOLDINGS CO

-6.52%

Shares4.4K

Event2026-06-30

Filed2026-07-31

EFV

ISHARES TR

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

6.45%

Shares1.4K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.27%

Shares4.1K

Event2026-06-30

Filed2026-07-31

EXPE

EXPEDIA GROUP INC

11.32%

Shares5.5K

Event2026-06-30

Filed2026-07-31

HDV

ISHARES TR

395.31%

Shares51.5K

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES TR

-0.50%

Shares6.4K

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS CORP

1.95%

Shares3.9K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

-3.16%

Shares11.6K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

-0.88%

Shares3.2K

Event2026-06-30

Filed2026-07-31

LOEWS CORP

-0.13%

Shares12.0K

Event2026-06-30

Filed2026-07-31

ETHV

VANECK ETHEREUM TR

0.46%

Shares58.9K

Event2026-06-30

Filed2026-07-31

IWO

ISHARES TR

0.97%

Shares3.4K

Event2026-06-30

Filed2026-07-31

XLY

SELECT SECTOR SPDR TR

20.20%

Shares11.4K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

-6.41%

Shares7.3K

Event2026-06-30

Filed2026-07-31

WASTE MGMT INC DEL

1.42%

Shares5.9K

Event2026-06-30

Filed2026-07-31

EOG

EOG RES INC

3.22%

Shares10.0K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

5.01%

Shares2.5K

Event2026-06-30

Filed2026-07-31

AT&T INC

2.79%

Shares62.4K

Event2026-06-30

Filed2026-07-31

SPDR SERIES TRUST

-3.41%

Shares14.7K

Event2026-06-30

Filed2026-07-31

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares45.9K

Event2026-06-30

Filed2026-07-31

VBIL

VANGUARD INSTL INDEX FD

0.86%

Shares16.7K

Event2026-06-30

Filed2026-07-31

APH

AMPHENOL CORP

0.59%

Shares7.1K

Event2026-06-30

Filed2026-07-31

IJT

ISHARES TR

-9.82%

Shares6.9K

Event2026-06-30

Filed2026-07-31

SLV

ISHARES SILVER TR

0.78%

Shares22.9K

Event2026-06-30

Filed2026-07-31

SPYD

SPDR SERIES TRUST

-6.07%

Shares25.6K

Event2026-06-30

Filed2026-07-31

ITA

ISHARES TR

-0.98%

Shares5.0K

Event2026-06-30

Filed2026-07-31

SPMD

SPDR SERIES TRUST

-0.33%

Shares17.6K

Event2026-06-30

Filed2026-07-31

SHOP

SHOPIFY INC

-1.68%

Shares10.4K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

-29.43%

Shares8.4K

Event2026-06-30

Filed2026-07-31

AEM

AGNICO EAGLE MINES LTD

0.09%

Shares7.6K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

-1.99%

Shares2.3K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

4.75%

Shares3.7K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

39.88%

Shares3.9K

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES INC

8.81%

Shares9.9K

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHN CORP

1.41%

Shares3.6K

Event2026-06-30

Filed2026-07-31

ISRG

INTUITIVE SURGICAL INC

-4.15%

Shares2.8K

Event2026-06-30

Filed2026-07-31

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares25.2K

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

4.39%

Shares19.4K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

3.09%

Shares3.5K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

29.06%

Shares2.1K

Event2026-06-30

Filed2026-07-31

KMI

KINDER MORGAN INC DEL

0.70%

Shares32.1K

Event2026-06-30

Filed2026-07-31

PNC

PNC FINL SVCS GROUP INC

10.32%

Shares4.1K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

0.22%

Shares3.6K

Event2026-06-30

Filed2026-07-31

DFIC

DIMENSIONAL ETF TRUST

4.04%

Shares27.2K

Event2026-06-30

Filed2026-07-31

TRANE TECHNOLOGIES PLC

9.80%

Shares2.0K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

20.68%

Shares2.8K

Event2026-06-30

Filed2026-07-31

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares21.7K

Event2026-06-30

Filed2026-07-31

ULS

UL SOLUTIONS INC

0.08%

Shares9.5K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

12.96%

Shares2.3K

Event2026-06-30

Filed2026-07-31

MCK

MCKESSON CORP

-3.57%

Shares1.3K

Event2026-06-30

Filed2026-07-31

UBER

UBER TECHNOLOGIES INC

0.67%

Shares13.1K

Event2026-06-30

Filed2026-07-31

VRTX

VERTEX PHARMACEUTICALS INC

0.21%

Shares1.9K

Event2026-06-30

Filed2026-07-31

AXON

AXON ENTERPRISE INC

14.31%

Shares1.7K

Event2026-06-30

Filed2026-07-31

XLF

SELECT SECTOR SPDR TR

7.99%

Shares16.9K

Event2026-06-30

Filed2026-07-31

XLE

SELECT SECTOR SPDR TR

2.04%

Shares16.9K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

8.00%

Shares877

Event2026-06-30

Filed2026-07-31

NEM

NEWMONT CORP

0.30%

Shares9.4K

Event2026-06-30

Filed2026-07-31

PPL CORP

0.47%

Shares24.2K

Event2026-06-30

Filed2026-07-31

SHARKNINJA INC

-2.86%

Shares5.8K

Event2026-06-30

Filed2026-07-31

RBC

RBC BEARINGS INC

-0.15%

Shares1.3K

Event2026-06-30

Filed2026-07-31

MPC

MARATHON PETE CORP

2.02%

Shares3.4K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES TR

2.16%

Shares5.5K

Event2026-06-30

Filed2026-07-31

DVA

DAVITA INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-31

DEERE & CO

3.92%

Shares1.4K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

23.96%

Shares3.2K

Event2026-06-30

Filed2026-07-31

SHW

SHERWIN WILLIAMS CO

-0.96%

Shares2.5K

Event2026-06-30

Filed2026-07-31

FIRSTENERGY CORP

21.08%

Shares17.8K

Event2026-06-30

Filed2026-07-31

WAB

WABTEC

2.04%

Shares3.1K

Event2026-06-30

Filed2026-07-31

CMG

CHIPOTLE MEXICAN GRILL INC

-6.66%

Shares24.6K

Event2026-06-30

Filed2026-07-31

OMC

OMNICOM GROUP INC

-3.12%

Shares11.4K

Event2026-06-30

Filed2026-07-31

CAVA

CAVA GROUP INC

8.12%

Shares10.4K

Event2026-06-30

Filed2026-07-31

SCHW

SCHWAB CHARLES CORP

1.79%

Shares8.8K

Event2026-06-30

Filed2026-07-31

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

6.69%

Shares9.7K

Event2026-06-30

Filed2026-07-31

HSY

HERSHEY CO

-4.07%

Shares4.6K

Event2026-06-30

Filed2026-07-31

MRVL

MARVELL TECHNOLOGY INC

13.07%

Shares2.7K

Event2026-06-30

Filed2026-07-31

JMST

J P MORGAN EXCHANGE TRADED F

-1.01%

Shares15.5K

Event2026-06-30

Filed2026-07-31

AFFIRM HLDGS INC

9.48%

Shares9.5K

Event2026-06-30

Filed2026-07-31

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares20.2K

Event2026-06-30

Filed2026-07-31

FTI

TECHNIPFMC PLC

-0.68%

Shares11.5K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

2.97%

Shares5.5K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-31

MTB

M & T BK CORP

0.76%

Shares3.2K

Event2026-06-30

Filed2026-07-31

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-31

ABNB

AIRBNB INC

-4.30%

Shares5.2K

Event2026-06-30

Filed2026-07-31

SNPS

SYNOPSYS INC

-0.54%

Shares1.7K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

18.58%

Shares2.7K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-2.49%

Shares8.1K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

4.82%

Shares5.3K

Event2026-06-30

Filed2026-07-31

TXT

TEXTRON INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-31

TGT

TARGET CORP

-2.32%

Shares5.5K

Event2026-06-30

Filed2026-07-31

OKE

ONEOK INC NEW

3.00%

Shares8.2K

Event2026-06-30

Filed2026-07-31

MKL

MARKEL GROUP INC

-0.82%

Shares365

Event2026-06-30

Filed2026-07-31

MMC

MARSH & MCLENNAN COS INC

-19.88%

Shares4.2K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

5.94%

Shares1.9K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SVCS INC

3.20%

Shares6.5K

Event2026-06-30

Filed2026-07-31

HONEYWELL INTL INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-31

TEL

TE CONNECTIVITY PLC

3.35%

Shares3.4K

Event2026-06-30

Filed2026-07-31

DFAI

DIMENSIONAL ETF TRUST

15.69%

Shares16.6K

Event2026-06-30

Filed2026-07-31

FIX

COMFORT SYS USA INC

1.17%

Shares345

Event2026-06-30

Filed2026-07-31

HONEYWELL AEROSPACE INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-31

ISHARES TR

7.50%

Shares7.0K

Event2026-06-30

Filed2026-07-31

SATS

ECHOSTAR CORP

-6.13%

Shares6.6K

Event2026-06-30

Filed2026-07-31

THC

TENET HEALTHCARE CORP

-1.69%

Shares3.6K

Event2026-06-30

Filed2026-07-31

KLAC

KLA CORP

1007.46%

Shares2.2K

Event2026-06-30

Filed2026-07-31

CBOE

CBOE GLOBAL MKTS INC

4.40%

Shares2.8K

Event2026-06-30

Filed2026-07-31

GPC

GENUINE PARTS CO

-0.30%

Shares5.6K

Event2026-06-30

Filed2026-07-31

EVSM

MORGAN STANLEY ETF TRUST

-25.93%

Shares13.1K

Event2026-06-30

Filed2026-07-31

ENB

ENBRIDGE INC

0.21%

Shares12.1K

Event2026-06-30

Filed2026-07-31

DFAU

DIMENSIONAL ETF TRUST

-0.96%

Shares12.5K

Event2026-06-30

Filed2026-07-31

DOC

HEALTHPEAK PROPERTIES INC

-8.26%

Shares30.1K

Event2026-06-30

Filed2026-07-31

BIL

SPDR SERIES TRUST

-18.69%

Shares6.9K

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

17.77%

Shares875

Event2026-06-30

Filed2026-07-31

LHX

L3HARRIS TECHNOLOGIES INC

-0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

23.61%

Shares7.7K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

-1.48%

Shares8.7K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

-14.02%

Shares2.8K

Event2026-06-30

Filed2026-07-31

IEF

ISHARES TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-31

SCHA

SCHWAB STRATEGIC TR

3.78%

Shares17.0K

Event2026-06-30

Filed2026-07-31

ROKU

ROKU INC

-17.82%

Shares4.4K

Event2026-06-30

Filed2026-07-31

S&P GLOBAL INC

-38.92%

Shares1.5K

Event2026-06-30

Filed2026-07-31

BROOKFIELD CORP

-4.80%

Shares14.2K

Event2026-06-30

Filed2026-07-31

SNDK

SANDISK CORP

New

Shares265

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

5.12%

Shares25.0K

Event2026-06-30

Filed2026-07-31

QTEC

FIRST TR EXCHANGE-TRADED FD

0.56%

Shares1.8K

Event2026-06-30

Filed2026-07-31

XLV

SELECT SECTOR SPDR TR

61.52%

Shares3.7K

Event2026-06-30

Filed2026-07-31

DFIV

DIMENSIONAL ETF TRUST

-6.05%

Shares11.0K

Event2026-06-30

Filed2026-07-31

MDLZ

MONDELEZ INTL INC

4.44%

Shares10.2K

Event2026-06-30

Filed2026-07-31

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW

23.81%

Shares3.8K

Event2026-06-30

Filed2026-07-31

IBIT

ISHARES BITCOIN TRUST ETF

1.52%

Shares17.4K

Event2026-06-30

Filed2026-07-31

VICI

VICI PPTYS INC

2.88%

Shares21.4K

Event2026-06-30

Filed2026-07-31

CORTEVA INC

1.60%

Shares6.7K

Event2026-06-30

Filed2026-07-31

ADM

ARCHER DANIELS MIDLAND CO

New

Shares7.4K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-31

AER

AERCAP HOLDINGS NV

-1.48%

Shares3.8K

Event2026-06-30

Filed2026-07-31

RKLB

ROCKET LAB CORP

2.68%

Shares5.4K

Event2026-06-30

Filed2026-07-31

EXEL

EXELIXIS INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-31

MTUM

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-31

SPHB

INVESCO EXCH TRADED FD TR II

-1.21%

Shares3.4K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

New

Shares5.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

309.40%

Shares6.2K

Event2026-06-30

Filed2026-07-31

APPLOVIN CORP

-6.54%

Shares972

Event2026-06-30

Filed2026-07-31

BKLC

BNY MELLON ETF TRUST

-4.92%

Shares3.5K

Event2026-06-30

Filed2026-07-31

APD

AIR PRODUCTS AND CHEMICALS I

46.16%

Shares1.7K

Event2026-06-30

Filed2026-07-31

SDY

SPDR SERIES TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-31

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD WORLD FD

1027.07%

Shares4.1K

Event2026-06-30

Filed2026-07-31

DATADOG INC

-5.53%

Shares1.9K

Event2026-06-30

Filed2026-07-31

NLY

ANNALY CAPITAL MANAGEMENT IN

-1.25%

Shares21.6K

Event2026-06-30

Filed2026-07-31

AOS

SMITH A O CORP

5.15%

Shares7.7K

Event2026-06-30

Filed2026-07-31

ICE

INTERCONTINENTAL EXCHANGE IN

-3.79%

Shares3.9K

Event2026-06-30

Filed2026-07-31

LEN

LENNAR CORP

-2.37%

Shares5.3K

Event2026-06-30

Filed2026-07-31

EDV

VANGUARD WORLD FD

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-31

OXY

OCCIDENTAL PETE CORP

2.68%

Shares9.7K

Event2026-06-30

Filed2026-07-31

SERVICENOW INC

-1.62%

Shares4.7K

Event2026-06-30

Filed2026-07-31

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-31

CROWDSTRIKE HLDGS INC

-0.82%

Shares602

Event2026-06-30

Filed2026-07-31

HAS

HASBRO INC

0.54%

Shares5.4K

Event2026-06-30

Filed2026-07-31

ISHARES TR

2.91%

Shares4.5K

Event2026-06-30

Filed2026-07-31

ALC

ALCON AG

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-31

FHN

FIRST HORIZON CORPORATION

1.30%

Shares17.2K

Event2026-06-30

Filed2026-07-31

TPR

TAPESTRY INC

2.89%

Shares3.0K

Event2026-06-30

Filed2026-07-31

XLI

SELECT SECTOR SPDR TR

99.07%

Shares2.3K

Event2026-06-30

Filed2026-07-31

CME

CME GROUP INC

0.26%

Shares1.9K

Event2026-06-30

Filed2026-07-31

DFLV

DIMENSIONAL ETF TRUST

25.74%

Shares10.6K

Event2026-06-30

Filed2026-07-31

CCI

CROWN CASTLE INC

-0.29%

Shares5.5K

Event2026-06-30

Filed2026-07-31

FIXD

FIRST TR EXCHNG TRADED FD VI

-8.55%

Shares9.5K

Event2026-06-30

Filed2026-07-31

SPACE EXPLORATION TECHN CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-31

GPCR

STRUCTURE THERAPEUTICS INC

61.45%

Shares7.6K

Event2026-06-30

Filed2026-07-31

JEPI

J P MORGAN EXCHANGE TRADED F

6.40%

Shares7.2K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

48.56%

Shares1.2K

Event2026-06-30

Filed2026-07-31

ATO

ATMOS ENERGY CORP

-0.38%

Shares2.3K

Event2026-06-30

Filed2026-07-31

AMER SPORTS INC

1.95%

Shares11.9K

Event2026-06-30

Filed2026-07-31

CACI

CACI INTL INC

-0.81%

Shares861

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

-7.60%

Shares4.1K

Event2026-06-30

Filed2026-07-31

CMCSA

COMCAST CORP NEW

-13.70%

Shares15.9K

Event2026-06-30

Filed2026-07-31

WPC

WP CAREY INC

-0.69%

Shares5.4K

Event2026-06-30

Filed2026-07-31

XLP

SELECT SECTOR SPDR TR

0.71%

Shares4.6K

Event2026-06-30

Filed2026-07-31

VXF

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-31

BND

VANGUARD BD INDEX FDS

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

ALCOA CORP

1.24%

Shares6.9K

Event2026-06-30

Filed2026-07-31

HUBB

HUBBELL INC

66.75%

Shares682

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

1833.98%

Shares2.0K

Event2026-06-30

Filed2026-07-31

EQIX

EQUINIX INC

7.03%

Shares335

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

1.55%

Shares2.2K

Event2026-06-30

Filed2026-07-31

ARK ETF TR

-5.02%

Shares4.2K

Event2026-06-30

Filed2026-07-31

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-31

CEG

CONSTELLATION ENERGY CORP

2.22%

Shares1.3K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES TR

-29.54%

Shares1.3K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

-2.05%

Shares1.7K

Event2026-06-30

Filed2026-07-31

KBWB

INVESCO EXCH TRADED FD TR II

-93.10%

Shares3.5K

Event2026-06-30

Filed2026-07-31

FISR

SSGA ACTIVE TR

-21.08%

Shares12.8K

Event2026-06-30

Filed2026-07-31

SELECT SECTOR SPDR TR

6.44%

Shares7.2K

Event2026-06-30

Filed2026-07-31

KMB

KIMBERLY-CLARK CORP

22.85%

Shares2.9K

Event2026-06-30

Filed2026-07-31

COR

CENCORA INC

4.74%

Shares1.1K

Event2026-06-30

Filed2026-07-31

CVS

CVS HEALTH CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-31

HEI

HEICO CORP NEW

5.21%

Shares869

Event2026-06-30

Filed2026-07-31

QSR

RESTAURANT BRANDS INTL INC

3.82%

Shares4.3K

Event2026-06-30

Filed2026-07-31

HOOD

ROBINHOOD MKTS INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-31

BCE

BCE INC

-3.42%

Shares14.3K

Event2026-06-30

Filed2026-07-31

ENERGY TRANSFER L P

1.54%

Shares16.1K

Event2026-06-30

Filed2026-07-31

IWS

ISHARES TR

17.56%

Shares1.8K

Event2026-06-30

Filed2026-07-31

EPD

ENTERPRISE PRODS PARTNERS L

0.10%

Shares8.2K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

14.60%

Shares832

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

12.87%

Shares2.9K

Event2026-06-30

Filed2026-07-31

COF

CAPITAL ONE FINL CORP

4.79%

Shares1.5K

Event2026-06-30

Filed2026-07-31

EVERSOURCE ENERGY

5.81%

Shares4.0K

Event2026-06-30

Filed2026-07-31

RYN

RAYONIER INC

New

Shares13.6K

Event2026-06-30

Filed2026-07-31

SPTM

SPDR SERIES TRUST

-3.19%

Shares3.2K

Event2026-06-30

Filed2026-07-31

MDYV

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-31

IWB

ISHARES TR

-0.57%

Shares701

Event2026-06-30

Filed2026-07-31

GILD

GILEAD SCIENCES INC

-54.27%

Shares2.2K

Event2026-06-30

Filed2026-07-31

ESGU

ISHARES TR

-7.73%

Shares1.7K

Event2026-06-30

Filed2026-07-31

IEX

IDEX CORP

1.39%

Shares1.2K

Event2026-06-30

Filed2026-07-31

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-31

DON

WISDOMTREE TR

3.35%

Shares5.0K

Event2026-06-30

Filed2026-07-31

BANK OF NY MELLON CORP

9.31%

Shares1.9K

Event2026-06-30

Filed2026-07-31

ALK

ALASKA AIR GROUP INC

-4.47%

Shares5.4K

Event2026-06-30

Filed2026-07-31

PCG

PG&E CORP

5.09%

Shares16.5K

Event2026-06-30

Filed2026-07-31

AON

AON PLC

15.29%

Shares837

Event2026-06-30

Filed2026-07-31

ADOBE INC

-1.39%

Shares1.4K

Event2026-06-30

Filed2026-07-31

ATMP

BARCLAYS BANK PLC

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-31

BLACKSTONE INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-31

CMI

CUMMINS INC

New

Shares381

Event2026-06-30

Filed2026-07-31

BDX

BECTON DICKINSON & CO

-3.24%

Shares1.8K

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

VDC

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

AJG

GALLAGHER ARTHUR J & CO

1.30%

Shares1.2K

Event2026-06-30

Filed2026-07-31

SYSB

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-31

IYT

ISHARES TR

0.20%

Shares3.0K

Event2026-06-30

Filed2026-07-31

VIGI

VANGUARD WHITEHALL FDS

-4.07%

Shares2.8K

Event2026-06-30

Filed2026-07-31

CRSP

CRISPR THERAPEUTICS AG

-1.92%

Shares4.7K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

300.19%

Shares2.1K

Event2026-06-30

Filed2026-07-31

IWN

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-31

NBIS

NEBIUS GROUP N.V.

New

Shares923

Event2026-06-30

Filed2026-07-31

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares2.8K

Event2026-06-30

Filed2026-07-31

HWM

HOWMET AEROSPACE INC

New

Shares931

Event2026-06-30

Filed2026-07-31

REGIONS FINANCIAL CORP NEW

New

Shares8.2K

Event2026-06-30

Filed2026-07-31

IJK

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-31

CONSOLIDATED EDISON INC

-64.14%

Shares2.2K

Event2026-06-30

Filed2026-07-31

BKT

BLACKROCK INCOME TR INC

0.00%

Shares22.7K

Event2026-06-30

Filed2026-07-31

DGX

QUEST DIAGNOSTICS INC

2.47%

Shares1.1K

Event2026-06-30

Filed2026-07-31

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares246

Event2026-06-30

Filed2026-07-31

OTIS

OTIS WORLDWIDE CORP

9.27%

Shares3.3K

Event2026-06-30

Filed2026-07-31

U HAUL HOLDING COMPANY

New

Shares3.6K

Event2026-06-30

Filed2026-07-31

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-31

DOW

DOW HLDGS INC

-29.32%

Shares8.5K

Event2026-06-30

Filed2026-07-31

SPSM

SPDR SERIES TRUST

New

Shares3.9K

Event2026-06-30

Filed2026-07-31

VKTX

VIKING THERAPEUTICS INC

New

Shares5.8K

Event2026-06-30

Filed2026-07-31

PARKER-HANNIFIN CORP

New

Shares229

Event2026-06-30

Filed2026-07-31

ORLY

OREILLY AUTOMOTIVE INC

9.09%

Shares2.4K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES INC

New

Shares562

Event2026-06-30

Filed2026-07-31

CNC

CENTENE CORP DEL

New

Shares3.5K

Event2026-06-30

Filed2026-07-31

WIA

WESTERN ASSET INFLT LNK INC

-4.97%

Shares27.2K

Event2026-06-30

Filed2026-07-31

SKYY

FIRST TR EXCHANGE-TRADED FD

New

Shares1.6K

Event2026-06-30

Filed2026-07-31

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares329

Event2026-06-30

Filed2026-07-31

PTON

PELOTON INTERACTIVE INC

-16.05%

Shares37.1K

Event2026-06-30

Filed2026-07-31

AGILENT TECHNOLOGIES INC

-8.09%

Shares1.6K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-31

BSX

BOSTON SCIENTIFIC CORP

New

Shares5.1K

Event2026-06-30

Filed2026-07-31

DHR

DANAHER CORP DEL

-3.36%

Shares1.1K

Event2026-06-30

Filed2026-07-31

GEHC

GE HEALTHCARE TECHNOLOGIES I

-8.81%

Shares3.3K

Event2026-06-30

Filed2026-07-31

AGGY

WISDOMTREE TR

-0.16%

Shares4.9K

Event2026-06-30

Filed2026-07-31

MTCH

MATCH GROUP INC NEW

New

Shares5.6K

Event2026-06-30

Filed2026-07-31

AVDV

AMERICAN CENTY ETF TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-31

WBD

WARNER BROS DISCOVERY INC

New

Shares7.7K

Event2026-06-30

Filed2026-07-31

ALNYLAM PHARMACEUTICALS INC

-3.54%

Shares682

Event2026-06-30

Filed2026-07-31

QUANTA SVCS INC

New

Shares285

Event2026-06-30

Filed2026-07-31

INTU

INTUIT

-58.29%

Shares780

Event2026-06-30

Filed2026-07-31

ARK ETF TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-31

IYR

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-31

IWR

ISHARES TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-31

ARK ETF TR

New

Shares4.8K

Event2026-06-30

Filed2026-07-31

MELI

MERCADOLIBRE INC

New

Shares118

Event2026-06-30

Filed2026-07-31

RDY

DR REDDYS LABS LTD

New

Shares11.6K

Event2026-06-30

Filed2026-07-31

CCJ

CAMECO CORP

4.28%

Shares1.6K

Event2026-06-30

Filed2026-07-31

HAWAIIAN ELEC INDS INC MTN B

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-31

VGM

INVESCO TR INVT GRADE MUNS

1.88%

Shares12.5K

Event2026-06-30

Filed2026-07-31

JFR

NUVEEN FLOATING RATE INCOME

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-31

FUBO

FUBOTV INC

New

Shares10.4K

Event2026-06-30

Filed2026-07-31

INV

INNVENTURE INC

New

Shares15.6K

Event2026-06-30

Filed2026-07-31

JBLU

JETBLUE AIRWAYS CORP

New

Shares13.7K

Event2026-06-30

Filed2026-07-31

CLOV

CLOVER HEALTH INVESTMENTS CO

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-31

ANVS

ANNOVIS BIO INC

New

Shares16.1K

Event2026-06-30

Filed2026-07-31

OVID

OVID THERAPEUTICS INC

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-31

ABTC

AMERICAN BITCOIN CORP.

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-31

TNYA

TENAYA THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC1.0K shares0.00%2026-06-302026-07-31

XLI Call CallSELECT SECTOR SPDR TR2.4K shares0.00%2026-06-302026-07-31

XLF Call CallSELECT SECTOR SPDR TR7.7K shares0.00%2026-06-302026-07-31

XLK Call CallSELECT SECTOR SPDR TR1.0K shares0.00%2026-06-302026-07-31

NVDA Call CallNVIDIA CORPORATION600 sharesnew addition2026-06-302026-07-31

MSFT Call CallMICROSOFT CORP300 shares50.00%2026-06-302026-07-31

BROADCOM INC Call CallBROADCOM INC200 sharesnew addition2026-06-302026-07-31

CCJ Call CallCAMECO CORP700 shares0.00%2026-06-302026-07-31

DIA Call CallSTATE STR SPDR DOW JONES IND100 shares0.00%2026-06-302026-07-31

ALC Call CallALCON AG500 shares0.00%2026-06-302026-07-31

SATS Call CallECHOSTAR CORP300 sharesnew addition2026-06-302026-07-31

SERVICENOW INC Call CallSERVICENOW INC200 sharesnew addition2026-06-302026-07-31

UBER Call CallUBER TECHNOLOGIES INC100 shares0.00%2026-06-302026-07-31

NETFLIX INC. Call CallNETFLIX INC.100 sharesnew addition2026-06-302026-07-31

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-31

XLI Call

SELECT SECTOR SPDR TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-31

XLF Call

SELECT SECTOR SPDR TR

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-31

XLK Call

SELECT SECTOR SPDR TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-31

NVDA Call

NVIDIA CORPORATION

New

Shares600

Event2026-06-30

Filed2026-07-31

MSFT Call

MICROSOFT CORP

50.00%

Shares300

Event2026-06-30

Filed2026-07-31

BROADCOM INC Call

BROADCOM INC

New

Shares200

Event2026-06-30

Filed2026-07-31

CCJ Call

CAMECO CORP

0.00%

Shares700

Event2026-06-30

Filed2026-07-31

DIA Call

STATE STR SPDR DOW JONES IND

0.00%

Shares100

Event2026-06-30

Filed2026-07-31

ALC Call

ALCON AG

0.00%

Shares500

Event2026-06-30

Filed2026-07-31

SATS Call

ECHOSTAR CORP

New

Shares300

Event2026-06-30

Filed2026-07-31

SERVICENOW INC Call

SERVICENOW INC

New

Shares200

Event2026-06-30

Filed2026-07-31

UBER Call

UBER TECHNOLOGIES INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-31

NETFLIX INC. Call

NETFLIX INC.

New

Shares100

Event2026-06-30

Filed2026-07-31

Put Option Holdings

No put option holdings data available