The Analysis of Quest 10 Wealth Builders, Inc.'s Holdings & P&L


Currently, Quest 10 Wealth Builders, Inc. holds 776 types of securities in its portfolio with a total value $128.7M. In the most recent quarter, they have increased their positions in VUG (+48.5K shares, valued at $4.2M), SIXD (+58.7K shares, valued at $1.8M), MAYT (+39.7K shares, valued at $1.5M); decreased their positions in VOO (-372 shares, valued at $255.5K), TUA (-5.8K shares, valued at $119.1K), QUAL (-504 shares, valued at $110.6K); initiated new positions in SIXD (+58.7K shares, valued at $1.8M), MAYT (+39.7K shares, valued at $1.5M), JUNT (+25.8K shares, valued at $974.2K).


1M P&L
-526.6K-0.53%
3M P&L
+2.5M+2.61%
HY P&L
-11.8M-10.60%

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/A96.9M
85.3%
2Semiconductors2.8M
2.5%
3Utilities - Regulated Electric1.2M
1.1%

Top Industries by Stock Count

1N/A375 stocks
52.9%
2Utilities - Regulated Electric17 stocks
2.4%
3Semiconductors16 stocks
2.3%
Stock Holdings
VOO
VANGUARD INDEX FDS
-3.26%
Shares11.1K
Event2026-06-30
Filed2026-07-24
ISHARES TR
ISHARES TR
0.25%
Shares7.6K
Event2026-06-30
Filed2026-07-24
VUG
VANGUARD INDEX FDS
497.26%
Shares58.3K
Event2026-06-30
Filed2026-07-24
IYW
ISHARES TR
1.23%
Shares18.3K
Event2026-06-30
Filed2026-07-24
VTV
VANGUARD INDEX FDS
-0.54%
Shares20.3K
Event2026-06-30
Filed2026-07-24
IWY
ISHARES TR
9.24%
Shares14.7K
Event2026-06-30
Filed2026-07-24
SCEC
CAPITOL SER TR
28.70%
Shares150.7K
Event2026-06-30
Filed2026-07-24
IJR
ISHARES TR
0.61%
Shares21.8K
Event2026-06-30
Filed2026-07-24
GLD
SPDR GOLD TR
-1.44%
Shares7.2K
Event2026-06-30
Filed2026-07-24
DGRO
ISHARES TR
22.62%
Shares34.5K
Event2026-06-30
Filed2026-07-24
IWX
ISHARES TR
11.60%
Shares24.6K
Event2026-06-30
Filed2026-07-24
QQQ
INVESCO QQQ TR
-0.30%
Shares3.0K
Event2026-06-30
Filed2026-07-24
IYH
ISHARES TR
-1.59%
Shares31.7K
Event2026-06-30
Filed2026-07-24
SCEP
STERLING CAP FDS
-2.15%
Shares82.1K
Event2026-06-30
Filed2026-07-24
SIXD
AIM ETF PRODUCTS TRUST
New
Shares58.7K
Event2026-06-30
Filed2026-07-24
IEMG
ISHARES INC
4.27%
Shares21.4K
Event2026-06-30
Filed2026-07-24
SCMC
STERLING CAP FDS
13.53%
Shares69.0K
Event2026-06-30
Filed2026-07-24
SPDR SERIES TRUST
SPDR SERIES TRUST
3.07%
Shares18.8K
Event2026-06-30
Filed2026-07-24
ONEZ
ELEVATION SERIES TRUST
95.79%
Shares56.3K
Event2026-06-30
Filed2026-07-24
MAYT
AIM ETF PRODUCTS TRUST
New
Shares39.7K
Event2026-06-30
Filed2026-07-24
IXUS
ISHARES TR
-0.36%
Shares15.0K
Event2026-06-30
Filed2026-07-24
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-4.12%
Shares3.8K
Event2026-06-30
Filed2026-07-24
NVDA
NVIDIA CORPORATION
-0.98%
Shares7.0K
Event2026-06-30
Filed2026-07-24
EFV
ISHARES TR
9.42%
Shares17.6K
Event2026-06-30
Filed2026-07-24
XLP
SELECT SECTOR SPDR TR
0.40%
Shares15.3K
Event2026-06-30
Filed2026-07-24
IWS
ISHARES TR
3.45%
Shares7.6K
Event2026-06-30
Filed2026-07-24
MINT
PIMCO ETF TR
-0.60%
Shares12.0K
Event2026-06-30
Filed2026-07-24
EFG
ISHARES TR
4.89%
Shares9.7K
Event2026-06-30
Filed2026-07-24
AAPL
APPLE INC
2.95%
Shares4.2K
Event2026-06-30
Filed2026-07-24
USRT
ISHARES TR
1.27%
Shares17.7K
Event2026-06-30
Filed2026-07-24
PMAY
INNOVATOR ETFS TRUST
3.15%
Shares28.3K
Event2026-06-30
Filed2026-07-24
DECT
AIM ETF PRODUCTS TRUST
3.45%
Shares29.6K
Event2026-06-30
Filed2026-07-24
AMZN
AMAZON COM INC
3.20%
Shares4.7K
Event2026-06-30
Filed2026-07-24
ISHARES TR
ISHARES TR
-2.22%
Shares10.6K
Event2026-06-30
Filed2026-07-24
JUNT
AIM ETF PRODUCTS TRUST
New
Shares25.8K
Event2026-06-30
Filed2026-07-24
PAPR
INNOVATOR ETFS TRUST
0.85%
Shares21.9K
Event2026-06-30
Filed2026-07-24
MSFT
MICROSOFT CORP
1.06%
Shares2.4K
Event2026-06-30
Filed2026-07-24
GOOGL
ALPHABET INC
39.29%
Shares2.3K
Event2026-06-30
Filed2026-07-24
FEBT
AIM ETF PRODUCTS TRUST
New
Shares19.5K
Event2026-06-30
Filed2026-07-24
PJUN
INNOVATOR ETFS TRUST
0.49%
Shares18.1K
Event2026-06-30
Filed2026-07-24
VNLA
JANUS DETROIT STR TR
33.81%
Shares15.9K
Event2026-06-30
Filed2026-07-24
VANGUARD SCOTTSDALE FDS
VANGUARD SCOTTSDALE FDS
8.54%
Shares6.0K
Event2026-06-30
Filed2026-07-24
AGEM
ABRDN FDS
-1.67%
Shares14.2K
Event2026-06-30
Filed2026-07-24
PSEP
INNOVATOR ETFS TRUST
0.00%
Shares15.3K
Event2026-06-30
Filed2026-07-24
IDEV
ISHARES TR
-6.91%
Shares7.8K
Event2026-06-30
Filed2026-07-24
BILZ
PIMCO ETF TR
182.77%
Shares6.8K
Event2026-06-30
Filed2026-07-24
PAUG
INNOVATOR ETFS TRUST
-0.11%
Shares15.0K
Event2026-06-30
Filed2026-07-24
DUK
DUKE ENERGY CORP NEW
1.54%
Shares5.3K
Event2026-06-30
Filed2026-07-24
VB
VANGUARD INDEX FDS
-2.65%
Shares2.2K
Event2026-06-30
Filed2026-07-24
DVY
ISHARES TR
-1.90%
Shares4.2K
Event2026-06-30
Filed2026-07-24
PDEC
INNOVATOR ETFS TRUST
-6.59%
Shares14.2K
Event2026-06-30
Filed2026-07-24
WORLD GOLD TR
WORLD GOLD TR
0.91%
Shares8.2K
Event2026-06-30
Filed2026-07-24
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.00%
Shares822
Event2026-06-30
Filed2026-07-24
PJUL
INNOVATOR ETFS TRUST
-7.43%
Shares12.5K
Event2026-06-30
Filed2026-07-24
PMAR
INNOVATOR ETFS TRUST
-4.54%
Shares12.6K
Event2026-06-30
Filed2026-07-24
JNJ
JOHNSON & JOHNSON
1.50%
Shares2.3K
Event2026-06-30
Filed2026-07-24
SPDW
SPDR INDEX SHS FDS
6.11%
Shares11.5K
Event2026-06-30
Filed2026-07-24
AMD
ADVANCED MICRO DEVICES INC
-4.00%
Shares935
Event2026-06-30
Filed2026-07-24
TIP
ISHARES TR
0.36%
Shares5.0K
Event2026-06-30
Filed2026-07-24
IWF
ISHARES TR
283.61%
Shares4.2K
Event2026-06-30
Filed2026-07-24
POCT
INNOVATOR ETFS TRUST
0.00%
Shares10.9K
Event2026-06-30
Filed2026-07-24
VYM
VANGUARD WHITEHALL FDS
-1.10%
Shares3.0K
Event2026-06-30
Filed2026-07-24
SEPZ
ELEVATION SERIES TRUST
-13.87%
Shares10.5K
Event2026-06-30
Filed2026-07-24
VGIT
VANGUARD SCOTTSDALE FDS
-1.79%
Shares7.6K
Event2026-06-30
Filed2026-07-24
SCHD
SCHWAB STRATEGIC TR
1053.68%
Shares14.1K
Event2026-06-30
Filed2026-07-24
PNOV
INNOVATOR ETFS TRUST
-3.88%
Shares9.9K
Event2026-06-30
Filed2026-07-24
IWP
ISHARES TR
16.47%
Shares2.9K
Event2026-06-30
Filed2026-07-24
MAYW
AIM ETF PRODUCTS TRUST
New
Shares11.7K
Event2026-06-30
Filed2026-07-24
CVS
CVS HEALTH CORP
0.05%
Shares3.9K
Event2026-06-30
Filed2026-07-24
WDIV
SPDR INDEX SHS FDS
-1.71%
Shares5.1K
Event2026-06-30
Filed2026-07-24
FGD
FIRST TR EXCHANGE-TRADED FD
-2.00%
Shares12.5K
Event2026-06-30
Filed2026-07-24
BROADCOM INC
BROADCOM INC
0.67%
Shares1.1K
Event2026-06-30
Filed2026-07-24
MU
MICRON TECHNOLOGY INC
13.01%
Shares304
Event2026-06-30
Filed2026-07-24
ABBVIE INC
ABBVIE INC
0.15%
Shares1.4K
Event2026-06-30
Filed2026-07-24
SPAB
SPDR SERIES TRUST
-1.21%
Shares12.9K
Event2026-06-30
Filed2026-07-24
SPSM
SPDR SERIES TRUST
-2.67%
Shares5.6K
Event2026-06-30
Filed2026-07-24
SPXC
SPX TECHNOLOGIES INC
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-24
DIA
STATE STR SPDR DOW JONES IND
-0.17%
Shares592
Event2026-06-30
Filed2026-07-24
FNB
F N B CORP
7.48%
Shares15.9K
Event2026-06-30
Filed2026-07-24
QBER
ELEVATION SERIES TRUST
9.97%
Shares12.7K
Event2026-06-30
Filed2026-07-24
VEA
VANGUARD TAX-MANAGED FDS
-1.74%
Shares4.2K
Event2026-06-30
Filed2026-07-24
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
0.34%
Shares897
Event2026-06-30
Filed2026-07-24
CVX
CHEVRON CORPORATION
-3.33%
Shares1.8K
Event2026-06-30
Filed2026-07-24
VGSH
VANGUARD SCOTTSDALE FDS
-0.71%
Shares5.0K
Event2026-06-30
Filed2026-07-24
VGT
VANGUARD WORLD FD
700.00%
Shares2.4K
Event2026-06-30
Filed2026-07-24
INTC
INTEL CORP
-0.59%
Shares2.0K
Event2026-06-30
Filed2026-07-24
HYG
ISHARES TR
0.38%
Shares3.5K
Event2026-06-30
Filed2026-07-24
IVW
ISHARES TR
-3.70%
Shares2.0K
Event2026-06-30
Filed2026-07-24
LRCX
LAM RESEARCH CORP
-0.32%
Shares626
Event2026-06-30
Filed2026-07-24
JUNW
AIM ETF PRODUCTS TRUST
New
Shares7.5K
Event2026-06-30
Filed2026-07-24
TLT
ISHARES TR
29.44%
Shares2.9K
Event2026-06-30
Filed2026-07-24
NEAR
ISHARES U S ETF TR
11.52%
Shares4.6K
Event2026-06-30
Filed2026-07-24
ITOT
ISHARES TR
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-24
JANW
AIM ETF PRODUCTS TRUST
-0.82%
Shares5.4K
Event2026-06-30
Filed2026-07-24
MO
ALTRIA GROUP INC
-0.59%
Shares2.9K
Event2026-06-30
Filed2026-07-24
VGLT
VANGUARD SCOTTSDALE FDS
-3.28%
Shares3.7K
Event2026-06-30
Filed2026-07-24
WMT
WALMART INC
0.06%
Shares1.8K
Event2026-06-30
Filed2026-07-24
FEX
FIRST TR EXCHANGE-TRADED ALP
-0.79%
Shares1.4K
Event2026-06-30
Filed2026-07-24
DYNF
BLACKROCK ETF TRUST
-3.88%
Shares2.8K
Event2026-06-30
Filed2026-07-24
GMAY
FIRST TR EXCHNG TRADED FD VI
New
Shares4.4K
Event2026-06-30
Filed2026-07-24
SGRT
TIDAL TRUST I
835.77%
Shares5.0K
Event2026-06-30
Filed2026-07-24
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
0.00%
Shares198
Event2026-06-30
Filed2026-07-24
FEBW
AIM ETF PRODUCTS TRUST
New
Shares5.1K
Event2026-06-30
Filed2026-07-24
PJAN
INNOVATOR ETFS TRUST
-0.84%
Shares3.6K
Event2026-06-30
Filed2026-07-24
TSLA
TESLA INC
17.13%
Shares417
Event2026-06-30
Filed2026-07-24
PFEB
INNOVATOR ETFS TRUST
-10.51%
Shares4.0K
Event2026-06-30
Filed2026-07-24
META PLATFORMS INC
META PLATFORMS INC
-2.93%
Shares298
Event2026-06-30
Filed2026-07-24
CORO
BLACKROCK ETF TRUST
8.37%
Shares4.6K
Event2026-06-30
Filed2026-07-24
EDIV
SPDR INDEX SHS FDS
-1.22%
Shares4.1K
Event2026-06-30
Filed2026-07-24
DECW
AIM ETF PRODUCTS TRUST
-1.11%
Shares4.6K
Event2026-06-30
Filed2026-07-24
IYF
ISHARES TR
-0.92%
Shares1.3K
Event2026-06-30
Filed2026-07-24
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
14.38%
Shares167
Event2026-06-30
Filed2026-07-24
MUB
ISHARES TR
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-24
CAT
CATERPILLAR INC
0.00%
Shares149
Event2026-06-30
Filed2026-07-24
VZ
VERIZON COMMUNICATIONS INC
8.83%
Shares3.7K
Event2026-06-30
Filed2026-07-24
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
0.00%
Shares198
Event2026-06-30
Filed2026-07-24
VISA INC
VISA INC
11.08%
Shares431
Event2026-06-30
Filed2026-07-24
SHV
ISHARES TR
-16.67%
Shares1.3K
Event2026-06-30
Filed2026-07-24
IYE
ISHARES TR
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-24
FBTC
FIDELITY WISE ORIGIN BITCOIN
0.00%
Shares2.7K
Event2026-06-30
Filed2026-07-24
ZOETIS INC
ZOETIS INC
5.49%
Shares1.9K
Event2026-06-30
Filed2026-07-24
IUSB
ISHARES TR
2.56%
Shares3.0K
Event2026-06-30
Filed2026-07-24
IVE
ISHARES TR
-19.59%
Shares583
Event2026-06-30
Filed2026-07-24
LLY
ELI LILLY & CO
-1.80%
Shares109
Event2026-06-30
Filed2026-07-24
VNQ
VANGUARD INDEX FDS
355.71%
Shares1.3K
Event2026-06-30
Filed2026-07-24
VO
VANGUARD INDEX FDS
298.45%
Shares1.5K
Event2026-06-30
Filed2026-07-24
VOT
VANGUARD INDEX FDS
-0.49%
Shares403
Event2026-06-30
Filed2026-07-24
PAYM
ELEVATION SERIES TRUST
-25.28%
Shares4.9K
Event2026-06-30
Filed2026-07-24
FDVV
FIDELITY COVINGTON TRUST
-7.41%
Shares2.0K
Event2026-06-30
Filed2026-07-24
DHI
D R HORTON INC
0.00%
Shares738
Event2026-06-30
Filed2026-07-24
SCNM
STERLING CAP FDS
24.81%
Shares4.7K
Event2026-06-30
Filed2026-07-24
MTUM
ISHARES TR
3.31%
Shares343
Event2026-06-30
Filed2026-07-24
PNC
PNC FINL SVCS GROUP INC
-0.21%
Shares477
Event2026-06-30
Filed2026-07-24
BRK.B
BERKSHIRE HATHAWAY INC DEL
10.43%
Shares233
Event2026-06-30
Filed2026-07-24
IAU
ISHARES GOLD TR
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-24
TQQQ
PROSHARES TR
New
Shares1.4K
Event2026-06-30
Filed2026-07-24
PM
PHILIP MORRIS INTL INC
-1.30%
Shares606
Event2026-06-30
Filed2026-07-24
IBKR
INTERACTIVE BROKERS GROUP IN
-4.59%
Shares1.2K
Event2026-06-30
Filed2026-07-24
C
CITIGROUP INC
0.52%
Shares772
Event2026-06-30
Filed2026-07-24
SOUTHERN CO
SOUTHERN CO
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-24
LMT
LOCKHEED MARTIN CORP
0.00%
Shares206
Event2026-06-30
Filed2026-07-24
IYY
ISHARES TR
0.00%
Shares573
Event2026-06-30
Filed2026-07-24
FV
FIRST TR EXCHANGE TRADED FD
-0.23%
Shares1.3K
Event2026-06-30
Filed2026-07-24
VT
VANGUARD INTL EQUITY INDEX F
-11.10%
Shares641
Event2026-06-30
Filed2026-07-24
ICLO
INVESCO ACTIVELY MANAGED EXC
0.00%
Shares3.9K
Event2026-06-30
Filed2026-07-24
GOOG
ALPHABET INC
-5.57%
Shares271
Event2026-06-30
Filed2026-07-24
CISCO SYS INC
CISCO SYS INC
-13.68%
Shares795
Event2026-06-30
Filed2026-07-24
AXP
AMERICAN EXPRESS CO
-2.24%
Shares262
Event2026-06-30
Filed2026-07-24
VLO
VALERO ENERGY CORP
0.00%
Shares337
Event2026-06-30
Filed2026-07-24
GE
GE AEROSPACE
-0.43%
Shares234
Event2026-06-30
Filed2026-07-24
GOVT
ISHARES TR
5.33%
Shares3.8K
Event2026-06-30
Filed2026-07-24
ED
CONSOLIDATED EDISON INC
0.00%
Shares788
Event2026-06-30
Filed2026-07-24
XLK
SELECT SECTOR SPDR TR
0.00%
Shares451
Event2026-06-30
Filed2026-07-24
XLSR
SSGA ACTIVE TR
37.78%
Shares1.3K
Event2026-06-30
Filed2026-07-24
ORACLE CORP
ORACLE CORP
0.70%
Shares577
Event2026-06-30
Filed2026-07-24
IUSG
ISHARES TR
0.00%
Shares440
Event2026-06-30
Filed2026-07-24
XLE
SELECT SECTOR SPDR TR
-0.19%
Shares1.6K
Event2026-06-30
Filed2026-07-24
KO
COCA COLA CO
-0.49%
Shares1.0K
Event2026-06-30
Filed2026-07-24
DIV
GLOBAL X FDS
0.00%
Shares4.3K
Event2026-06-30
Filed2026-07-24
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares170
Event2026-06-30
Filed2026-07-24
KMB
KIMBERLY-CLARK CORP
19.03%
Shares738
Event2026-06-30
Filed2026-07-24
T
AT&T INC
6.91%
Shares3.9K
Event2026-06-30
Filed2026-07-24
NSC
NORFOLK SOUTHN CORP
0.00%
Shares257
Event2026-06-30
Filed2026-07-24
BK
BANK OF NY MELLON CORP
-3.47%
Shares557
Event2026-06-30
Filed2026-07-24
BAC
BANK OF AMER CORP
0.64%
Shares1.4K
Event2026-06-30
Filed2026-07-24
MRK
MERCK & CO INC
1.63%
Shares623
Event2026-06-30
Filed2026-07-24
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares467
Event2026-06-30
Filed2026-07-24
SPTM
SPDR SERIES TRUST
-1.79%
Shares877
Event2026-06-30
Filed2026-07-24
BAI
BLACKROCK ETF TRUST
-18.09%
Shares1.5K
Event2026-06-30
Filed2026-07-24
VBR
VANGUARD INDEX FDS
-0.63%
Shares316
Event2026-06-30
Filed2026-07-24
FTCB
FIRST TR EXCHANGE-TRADED FD
2.09%
Shares3.6K
Event2026-06-30
Filed2026-07-24
IYK
ISHARES TR
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-24
MCK
MCKESSON CORP
-12.50%
Shares98
Event2026-06-30
Filed2026-07-24
VFLO
VICTORY PORTFOLIOS II
-2.06%
Shares1.6K
Event2026-06-30
Filed2026-07-24
QTEC
FIRST TR EXCHANGE-TRADED FD
2.99%
Shares207
Event2026-06-30
Filed2026-07-24
QCOM
QUALCOMM INC
37.13%
Shares373
Event2026-06-30
Filed2026-07-24
WFC
WELLS FARGO & CO
0.85%
Shares832
Event2026-06-30
Filed2026-07-24
IBM
INTERNATIONAL BUSINESS MACHS
-18.84%
Shares237
Event2026-06-30
Filed2026-07-24
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
1.59%
Shares128
Event2026-06-30
Filed2026-07-24
DOMINION ENERGY INC
DOMINION ENERGY INC
4.17%
Shares924
Event2026-06-30
Filed2026-07-24
PPL CORP
PPL CORP
0.77%
Shares1.7K
Event2026-06-30
Filed2026-07-24
CFG
CITIZENS FINL GROUP INC
-2.05%
Shares860
Event2026-06-30
Filed2026-07-24
IAUM
ISHARES GOLD TRUST MICRO
-50.51%
Shares1.5K
Event2026-06-30
Filed2026-07-24
AVIG
AMERICAN CENTY ETF TR
28.20%
Shares1.4K
Event2026-06-30
Filed2026-07-24
LDUR
PIMCO ETF TR
0.00%
Shares615
Event2026-06-30
Filed2026-07-24
SCHP
SCHWAB STRATEGIC TR
-40.56%
Shares2.2K
Event2026-06-30
Filed2026-07-24
AEP
AMERICAN ELEC PWR CO INC
0.23%
Shares429
Event2026-06-30
Filed2026-07-24
TMSL
T ROWE PRICE EXCHANGE-TRADED
-3.04%
Shares1.3K
Event2026-06-30
Filed2026-07-24
EIX
EDISON INTL
0.77%
Shares783
Event2026-06-30
Filed2026-07-24
TROW
PRICE T ROWE GROUP INC
-11.74%
Shares511
Event2026-06-30
Filed2026-07-24
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
0.00%
Shares182
Event2026-06-30
Filed2026-07-24
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
-0.16%
Shares1.2K
Event2026-06-30
Filed2026-07-24
USB
US BANCORP
2.64%
Shares932
Event2026-06-30
Filed2026-07-24
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
1.50%
Shares135
Event2026-06-30
Filed2026-07-24
PH
PARKER-HANNIFIN CORP
0.00%
Shares57
Event2026-06-30
Filed2026-07-24
RDVY
FIRST TR EXCHANGE TRADED FD
4.57%
Shares687
Event2026-06-30
Filed2026-07-24
MBB
ISHARES TR
2.09%
Shares586
Event2026-06-30
Filed2026-07-24
GEV
GE VERNOVA INC
0.00%
Shares47
Event2026-06-30
Filed2026-07-24
NBOS
NEUBERGER BERMAN ETF TRUST
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-24
MPC
MARATHON PETE CORP
-2.35%
Shares208
Event2026-06-30
Filed2026-07-24
BLCR
BLACKROCK ETF TRUST
7.33%
Shares1.1K
Event2026-06-30
Filed2026-07-24
MS
MORGAN STANLEY
0.80%
Shares251
Event2026-06-30
Filed2026-07-24
OKE
ONEOK INC NEW
-1.34%
Shares591
Event2026-06-30
Filed2026-07-24
ADM
ARCHER DANIELS MIDLAND CO
3.24%
Shares670
Event2026-06-30
Filed2026-07-24
BNDX
VANGUARD CHARLOTTE FDS
-36.65%
Shares1.1K
Event2026-06-30
Filed2026-07-24
MAR
MARRIOTT INTL INC NEW
0.00%
Shares138
Event2026-06-30
Filed2026-07-24
KEY
KEYCORP
3.06%
Shares2.2K
Event2026-06-30
Filed2026-07-24
EXC
EXELON CORP
0.74%
Shares1.1K
Event2026-06-30
Filed2026-07-24
PFE
PFIZER INC
7.23%
Shares2.1K
Event2026-06-30
Filed2026-07-24
PYLD
PIMCO ETF TR
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-24
FITB
FIFTH THIRD BANCORP
2.43%
Shares885
Event2026-06-30
Filed2026-07-24
CLOI
VANECK ETF TRUST
0.00%
Shares941
Event2026-06-30
Filed2026-07-24
F
FORD MTR CO
3.95%
Shares3.6K
Event2026-06-30
Filed2026-07-24
PRU
PRUDENTIAL FINL INC
-1.30%
Shares454
Event2026-06-30
Filed2026-07-24
SHLD
GLOBAL X FDS
37.37%
Shares816
Event2026-06-30
Filed2026-07-24
HBAN
HUNTINGTON BANCSHARES INC
1.35%
Shares2.7K
Event2026-06-30
Filed2026-07-24
MCD
MCDONALDS CORP
-6.84%
Shares177
Event2026-06-30
Filed2026-07-24
THRO
BLACKROCK ETF TRUST
-25.87%
Shares1.1K
Event2026-06-30
Filed2026-07-24
HD
HOME DEPOT INC
-1.46%
Shares135
Event2026-06-30
Filed2026-07-24
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares47
Event2026-06-30
Filed2026-07-24
FIXD
FIRST TR EXCHNG TRADED FD VI
77.63%
Shares1.1K
Event2026-06-30
Filed2026-07-24
RF
REGIONS FINANCIAL CORP NEW
6.51%
Shares1.6K
Event2026-06-30
Filed2026-07-24
JAAA
JANUS DETROIT STR TR
-12.98%
Shares925
Event2026-06-30
Filed2026-07-24
PG
PROCTER & GAMBLE CO
-0.32%
Shares316
Event2026-06-30
Filed2026-07-24
IJH
ISHARES TR
12.01%
Shares597
Event2026-06-30
Filed2026-07-24
TFJL
INNOVATOR ETFS TRUST
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-24
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares62
Event2026-06-30
Filed2026-07-24
TKR
TIMKEN CO
0.00%
Shares300
Event2026-06-30
Filed2026-07-24
IRM
IRON MTN INC DEL
0.00%
Shares344
Event2026-06-30
Filed2026-07-24
ROE
EA SERIES TRUST
-7.87%
Shares1.0K
Event2026-06-30
Filed2026-07-24
OMC
OMNICOM GROUP INC
-1.49%
Shares594
Event2026-06-30
Filed2026-07-24
BG
BUNGE GLOBAL SA
35.12%
Shares404
Event2026-06-30
Filed2026-07-24
TUA
SIMPLIFY EXCHANGE TRADED FUN
-73.53%
Shares2.1K
Event2026-06-30
Filed2026-07-24
ANGL
VANECK ETF TRUST
-0.20%
Shares1.5K
Event2026-06-30
Filed2026-07-24
MGK
VANGUARD WORLD FD
780.00%
Shares484
Event2026-06-30
Filed2026-07-24
CDW
CDW CORP
0.00%
Shares302
Event2026-06-30
Filed2026-07-24
FDMO
FIDELITY COVINGTON TRUST
0.00%
Shares429
Event2026-06-30
Filed2026-07-24
QQQM
INVESCO EXCH TRADED FD TR II
0.00%
Shares139
Event2026-06-30
Filed2026-07-24
WELL
WELLTOWER INC
0.00%
Shares184
Event2026-06-30
Filed2026-07-24
ADI
ANALOG DEVICES INC
59.09%
Shares105
Event2026-06-30
Filed2026-07-24
TFC
TRUIST FINL CORP
1.21%
Shares834
Event2026-06-30
Filed2026-07-24
RGA
REINSURANCE GROUP AMER INC
0.00%
Shares195
Event2026-06-30
Filed2026-07-24
VIG
VANGUARD SPECIALIZED FUNDS
-5.91%
Shares175
Event2026-06-30
Filed2026-07-24
AIQ
GLOBAL X FDS
-24.07%
Shares631
Event2026-06-30
Filed2026-07-24
FXL
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares190
Event2026-06-30
Filed2026-07-24
ES
EVERSOURCE ENERGY
29.02%
Shares569
Event2026-06-30
Filed2026-07-24
AMT
AMERICAN TOWER CORP
0.00%
Shares249
Event2026-06-30
Filed2026-07-24
SPMO
INVESCO EXCH TRADED FD TR II
-21.81%
Shares251
Event2026-06-30
Filed2026-07-24
FIIG
FIRST TR EXCHANGE-TRADED FD
19.26%
Shares1.9K
Event2026-06-30
Filed2026-07-24
SMH
VANECK ETF TRUST
0.00%
Shares60
Event2026-06-30
Filed2026-07-24
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares457
Event2026-06-30
Filed2026-07-24
OGE
OGE ENERGY CORP
0.90%
Shares784
Event2026-06-30
Filed2026-07-24
VMBS
VANGUARD SCOTTSDALE FDS
-1.33%
Shares813
Event2026-06-30
Filed2026-07-24
LECO
LINCOLN ELEC HLDGS INC
0.00%
Shares143
Event2026-06-30
Filed2026-07-24
BLACKROCK ETF TRUST
BLACKROCK ETF TRUST
New
Shares1.3K
Event2026-06-30
Filed2026-07-24
APPLIED MATLS INC
APPLIED MATLS INC
4.00%
Shares52
Event2026-06-30
Filed2026-07-24
SBUX
STARBUCKS CORP
0.55%
Shares364
Event2026-06-30
Filed2026-07-24
FE
FIRSTENERGY CORP
1.70%
Shares778
Event2026-06-30
Filed2026-07-24
SCHF
SCHWAB STRATEGIC TR
-44.86%
Shares1.3K
Event2026-06-30
Filed2026-07-24
PFG
PRINCIPAL FINANCIAL GROUP IN
-2.34%
Shares334
Event2026-06-30
Filed2026-07-24
CMS
CMS ENERGY CORP
1.51%
Shares470
Event2026-06-30
Filed2026-07-24
RSP
INVESCO EXCHANGE TRADED FD T
409.38%
Shares163
Event2026-06-30
Filed2026-07-24
BIL
SPDR SERIES TRUST
37.87%
Shares375
Event2026-06-30
Filed2026-07-24
BBY
BEST BUY INC
3.00%
Shares447
Event2026-06-30
Filed2026-07-24
NEXTERA ENERGY INC
NEXTERA ENERGY INC
1.86%
Shares383
Event2026-06-30
Filed2026-07-24
LGOV
FIRST TR EXCHANGE-TRADED FD
26.91%
Shares1.6K
Event2026-06-30
Filed2026-07-24
VDE
VANGUARD WORLD FD
0.91%
Shares221
Event2026-06-30
Filed2026-07-24
GPC
GENUINE PARTS CO
-4.42%
Shares281
Event2026-06-30
Filed2026-07-24
APH
AMPHENOL CORP
49.59%
Shares184
Event2026-06-30
Filed2026-07-24
BSX
BOSTON SCIENTIFIC CORP
-0.39%
Shares760
Event2026-06-30
Filed2026-07-24
HYI
WESTERN ASSET HIGH YIELD OPP
2.70%
Shares3.0K
Event2026-06-30
Filed2026-07-24
NUE
NUCOR CORP
0.00%
Shares142
Event2026-06-30
Filed2026-07-24
XLF
SELECT SECTOR SPDR TR
-0.17%
Shares587
Event2026-06-30
Filed2026-07-24
SPEM
SPDR INDEX SHS FDS
8.21%
Shares606
Event2026-06-30
Filed2026-07-24
DTE
DTE ENERGY CO
0.99%
Shares205
Event2026-06-30
Filed2026-07-24
USIG
ISHARES TR
0.33%
Shares607
Event2026-06-30
Filed2026-07-24
ADOBE INC
ADOBE INC
49.50%
Shares151
Event2026-06-30
Filed2026-07-24
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
New
Shares614
Event2026-06-30
Filed2026-07-24
IWB
ISHARES TR
0.00%
Shares75
Event2026-06-30
Filed2026-07-24
WEC
WEC ENERGY GROUP INC
3.17%
Shares260
Event2026-06-30
Filed2026-07-24
CSX
CSX CORP
-1.56%
Shares632
Event2026-06-30
Filed2026-07-24
BTI
BRITISH AMERN TOB PLC
-0.82%
Shares482
Event2026-06-30
Filed2026-07-24
PNW
PINNACLE WEST CAP CORP
3.36%
Shares277
Event2026-06-30
Filed2026-07-24
VPU
VANGUARD WORLD FD
-6.33%
Shares148
Event2026-06-30
Filed2026-07-24
UUP
INVESCO DB US DLR INDEX TR
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-24
RTX CORPORATION
RTX CORPORATION
2.72%
Shares151
Event2026-06-30
Filed2026-07-24
SWKS
SKYWORKS SOLUTIONS INC
2.94%
Shares420
Event2026-06-30
Filed2026-07-24
UTG
REAVES UTIL INCOME FD
0.00%
Shares687
Event2026-06-30
Filed2026-07-24
SKOR
FLEXSHARES TR
20.13%
Shares573
Event2026-06-30
Filed2026-07-24
FXH
FIRST TR EXCHANGE-TRADED FD
1.79%
Shares227
Event2026-06-30
Filed2026-07-24
SPTL
SPDR SERIES TRUST
-38.75%
Shares1.0K
Event2026-06-30
Filed2026-07-24
SPBO
SPDR SERIES TRUST
18.32%
Shares943
Event2026-06-30
Filed2026-07-24
IWM
ISHARES TR
-28.91%
Shares91
Event2026-06-30
Filed2026-07-24
ORI
OLD REP INTL CORP
0.00%
Shares667
Event2026-06-30
Filed2026-07-24
PKG
PACKAGING CORP AMER
-2.56%
Shares114
Event2026-06-30
Filed2026-07-24
LAZ
LAZARD INC
0.00%
Shares645
Event2026-06-30
Filed2026-07-24
PEG
PUBLIC SVC ENTERPRISE GROUP
-1.48%
Shares333
Event2026-06-30
Filed2026-07-24
XTEN
BONDBLOXX ETF TRUST
2.25%
Shares591
Event2026-06-30
Filed2026-07-24
FBNC
FIRST BANCORP N C
-26.81%
Shares415
Event2026-06-30
Filed2026-07-24
GIS
GENERAL MILLS INC
-0.92%
Shares755
Event2026-06-30
Filed2026-07-24
ILTB
ISHARES TR
19.37%
Shares530
Event2026-06-30
Filed2026-07-24
FDT
FIRST TR EXCH TRD ALPHDX FD
8.27%
Shares275
Event2026-06-30
Filed2026-07-24
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares435
Event2026-06-30
Filed2026-07-24
GWX
SPDR INDEX SHS FDS
35.70%
Shares593
Event2026-06-30
Filed2026-07-24
EBF
ENNIS INC
-39.00%
Shares1.2K
Event2026-06-30
Filed2026-07-24
IWO
ISHARES TR
0.00%
Shares66
Event2026-06-30
Filed2026-07-24
BSV
VANGUARD BD INDEX FDS
0.00%
Shares327
Event2026-06-30
Filed2026-07-24
QUAL
ISHARES TR
-81.42%
Shares115
Event2026-06-30
Filed2026-07-24
ALL
ALLSTATE CORP
0.00%
Shares106
Event2026-06-30
Filed2026-07-24
S&P GLOBAL INC
S&P GLOBAL INC
-1.59%
Shares62
Event2026-06-30
Filed2026-07-24
COWZ
PACER FDS TR
-20.95%
Shares400
Event2026-06-30
Filed2026-07-24
TJX
TJX COS INC NEW
-7.39%
Shares163
Event2026-06-30
Filed2026-07-24
NULG
NUSHARES ETF TR
New
Shares207
Event2026-06-30
Filed2026-07-24
LIN
LINDE PLC
0.00%
Shares47
Event2026-06-30
Filed2026-07-24
ENB
ENBRIDGE INC
-1.79%
Shares440
Event2026-06-30
Filed2026-07-24
ETN
EATON CORP PLC
0.00%
Shares56
Event2026-06-30
Filed2026-07-24
PPA
INVESCO EXCHANGE TRADED FD T
0.00%
Shares135
Event2026-06-30
Filed2026-07-24
SPYG
SPDR SERIES TRUST
-13.79%
Shares200
Event2026-06-30
Filed2026-07-24
LMBS
FIRST TR EXCHANGE-TRADED FD
15.25%
Shares476
Event2026-06-30
Filed2026-07-24
ROUS
LATTICE STRATEGIES TR
0.29%
Shares351
Event2026-06-30
Filed2026-07-24
FIDU
FIDELITY COVINGTON TRUST
16.42%
Shares234
Event2026-06-30
Filed2026-07-24
O
REALTY INCOME CORP
-0.53%
Shares375
Event2026-06-30
Filed2026-07-24
IQV
IQVIA HLDGS INC
0.00%
Shares120
Event2026-06-30
Filed2026-07-24
FSIG
FIRST TR EXCHANGE-TRADED FD
15.41%
Shares1.2K
Event2026-06-30
Filed2026-07-24
SLV
ISHARES SILVER TR
0.00%
Shares430
Event2026-06-30
Filed2026-07-24
AVY
AVERY DENNISON CORP
0.00%
Shares140
Event2026-06-30
Filed2026-07-24
BOND
PIMCO ETF TR
0.00%
Shares246
Event2026-06-30
Filed2026-07-24
VBK
VANGUARD INDEX FDS
0.00%
Shares62
Event2026-06-30
Filed2026-07-24
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-7.62%
Shares194
Event2026-06-30
Filed2026-07-24
JEPI
J P MORGAN EXCHANGE TRADED F
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
ARES CAPITAL CORP
ARES CAPITAL CORP
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-24
DOV
DOVER CORP
-1.98%
Shares99
Event2026-06-30
Filed2026-07-24
IP
INTERNATIONAL PAPER CO
-1.02%
Shares581
Event2026-06-30
Filed2026-07-24
DIS
DISNEY WALT CO
61.70%
Shares228
Event2026-06-30
Filed2026-07-24
LALT
FIRST TR EXCHNG TRADED FD VI
New
Shares908
Event2026-06-30
Filed2026-07-24
ESGU
ISHARES TR
0.00%
Shares133
Event2026-06-30
Filed2026-07-24
CARY
ANGEL OAK FUNDS TRUST
-1.13%
Shares1.0K
Event2026-06-30
Filed2026-07-24
FVD
FIRST TR EXCHANGE-TRADED FD
7.38%
Shares451
Event2026-06-30
Filed2026-07-24
MET
METLIFE INC
-3.05%
Shares254
Event2026-06-30
Filed2026-07-24
ONEQ
FIDELITY COMWLTH TR
New
Shares208
Event2026-06-30
Filed2026-07-24
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares95
Event2026-06-30
Filed2026-07-24
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares95
Event2026-06-30
Filed2026-07-24
LMUB
ISHARES TR
0.00%
Shares410
Event2026-06-30
Filed2026-07-24
ISHARES TR
ISHARES TR
-6.09%
Shares216
Event2026-06-30
Filed2026-07-24
JNK
SPDR SERIES TRUST
0.00%
Shares214
Event2026-06-30
Filed2026-07-24
ICE
INTERCONTINENTAL EXCHANGE IN
2.45%
Shares167
Event2026-06-30
Filed2026-07-24
FTCS
FIRST TR EXCHANGE-TRADED FD
9.00%
Shares218
Event2026-06-30
Filed2026-07-24
MDLZ
MONDELEZ INTL INC
-0.28%
Shares354
Event2026-06-30
Filed2026-07-24
PDP
INVESCO EXCHANGE TRADED FD T
New
Shares132
Event2026-06-30
Filed2026-07-24
XLY
SELECT SECTOR SPDR TR
-0.60%
Shares167
Event2026-06-30
Filed2026-07-24
WASTE MGMT INC DEL
WASTE MGMT INC DEL
0.00%
Shares87
Event2026-06-30
Filed2026-07-24
PEP
PEPSICO INC
3.68%
Shares141
Event2026-06-30
Filed2026-07-24
CENTERPOINT ENERGY INC
CENTERPOINT ENERGY INC
0.00%
Shares432
Event2026-06-30
Filed2026-07-24
ETR
ENTERGY CORP NEW
-5.75%
Shares164
Event2026-06-30
Filed2026-07-24
BINC
BLACKROCK ETF TRUST II
-35.45%
Shares355
Event2026-06-30
Filed2026-07-24
SYY
SYSCO CORP
0.00%
Shares222
Event2026-06-30
Filed2026-07-24
CERY
SPDR SERIES TRUST
28.18%
Shares555
Event2026-06-30
Filed2026-07-24
DAL
DELTA AIR LINES INC
-50.50%
Shares197
Event2026-06-30
Filed2026-07-24
TMUS
T-MOBILE US INC
-26.85%
Shares109
Event2026-06-30
Filed2026-07-24
PHM
PULTE GROUP INC
0.00%
Shares130
Event2026-06-30
Filed2026-07-24
FPX
FIRST TR EXCHANGE-TRADED FD
New
Shares86
Event2026-06-30
Filed2026-07-24
QSPT
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares500
Event2026-06-30
Filed2026-07-24
HPQ
HP INC
459.57%
Shares789
Event2026-06-30
Filed2026-07-24
MRVL
MARVELL TECHNOLOGY INC
0.00%
Shares58
Event2026-06-30
Filed2026-07-24
STARWOOD PPTY TR INC
STARWOOD PPTY TR INC
-0.19%
Shares1.0K
Event2026-06-30
Filed2026-07-24
SCHG
SCHWAB STRATEGIC TR
New
Shares503
Event2026-06-30
Filed2026-07-24
FLRN
SPDR SERIES TRUST
-59.30%
Shares549
Event2026-06-30
Filed2026-07-24
CM
CANADIAN IMPERIAL BANK OF CO
0.00%
Shares147
Event2026-06-30
Filed2026-07-24
WTS
WATTS WATER TECHNOLOGIES INC
4.88%
Shares43
Event2026-06-30
Filed2026-07-24
LEN
LENNAR CORP
5.75%
Shares184
Event2026-06-30
Filed2026-07-24
DBMF
LITMAN GREGORY FDS TR
0.00%
Shares542
Event2026-06-30
Filed2026-07-24
XONE
BONDBLOXX ETF TRUST
-16.21%
Shares336
Event2026-06-30
Filed2026-07-24
SNX
TD SYNNEX CORPORATION
-18.42%
Shares62
Event2026-06-30
Filed2026-07-24
FNF
FIDELITY NATL FINL INC
-0.86%
Shares347
Event2026-06-30
Filed2026-07-24
FMAT
FIDELITY COVINGTON TRUST
31.13%
Shares278
Event2026-06-30
Filed2026-07-24
NRG
NRG ENERGY INC
-8.33%
Shares110
Event2026-06-30
Filed2026-07-24
SNDK
SANDISK CORP
0.00%
Shares7
Event2026-06-30
Filed2026-07-24
EFA
ISHARES TR
-0.65%
Shares153
Event2026-06-30
Filed2026-07-24
VRT
VERTIV HOLDINGS CO
0.00%
Shares47
Event2026-06-30
Filed2026-07-24
REET
ISHARES TR
81.17%
Shares558
Event2026-06-30
Filed2026-07-24
XLV
SELECT SECTOR SPDR TR
0.00%
Shares96
Event2026-06-30
Filed2026-07-24
ALLISON TRANSMISSION HLDGS I
ALLISON TRANSMISSION HLDGS I
0.00%
Shares133
Event2026-06-30
Filed2026-07-24
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-24.05%
Shares120
Event2026-06-30
Filed2026-07-24
IEX
IDEX CORP
0.00%
Shares65
Event2026-06-30
Filed2026-07-24
CRM
SALESFORCE INC
-18.97%
Shares94
Event2026-06-30
Filed2026-07-24
WDC
WESTERN DIGITAL CORP
0.00%
Shares22
Event2026-06-30
Filed2026-07-24
BPRE
BLUEROCK PVT REAL ESTATE FD
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-24
SRE
SEMPRA
-28.77%
Shares151
Event2026-06-30
Filed2026-07-24
DE
DEERE & CO
0.00%
Shares22
Event2026-06-30
Filed2026-07-24
JBHT
HUNT J B TRANS SVCS INC
0.00%
Shares48
Event2026-06-30
Filed2026-07-24
FDIS
FIDELITY COVINGTON TRUST
33.66%
Shares135
Event2026-06-30
Filed2026-07-24
FTGS
FIRST TR EXCHANGE-TRADED FD
23.92%
Shares373
Event2026-06-30
Filed2026-07-24
CHD
CHURCH & DWIGHT CO INC
-2.74%
Shares142
Event2026-06-30
Filed2026-07-24
BIDU
BAIDU INC
0.00%
Shares120
Event2026-06-30
Filed2026-07-24
TMHC
TAYLOR MORRISON HOME CORP
0.00%
Shares190
Event2026-06-30
Filed2026-07-24
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares27
Event2026-06-30
Filed2026-07-24
CTA
SIMPLIFY EXCHANGE TRADED FUN
0.00%
Shares521
Event2026-06-30
Filed2026-07-24
UPS
UNITED PARCEL SVCS INC
207.32%
Shares126
Event2026-06-30
Filed2026-07-24
MDYG
SPDR SERIES TRUST
10.09%
Shares120
Event2026-06-30
Filed2026-07-24
NETFLIX INC.
NETFLIX INC.
-2.59%
Shares188
Event2026-06-30
Filed2026-07-24
MMC
MARSH & MCLENNAN COS INC
-4.76%
Shares80
Event2026-06-30
Filed2026-07-24
CATH
GLOBAL X FDS
New
Shares150
Event2026-06-30
Filed2026-07-24
CCI
CROWN CASTLE INC
0.00%
Shares175
Event2026-06-30
Filed2026-07-24
AFL
AFLAC INC
0.00%
Shares111
Event2026-06-30
Filed2026-07-24
EMR
EMERSON ELEC CO
-3.23%
Shares90
Event2026-06-30
Filed2026-07-24
AVLC
AMERICAN CENTY ETF TR
New
Shares142
Event2026-06-30
Filed2026-07-24
ITA
ISHARES TR
-1.89%
Shares52
Event2026-06-30
Filed2026-07-24
UNP
UNION PAC CORP
0.00%
Shares46
Event2026-06-30
Filed2026-07-24
KBH
KB HOME
0.00%
Shares200
Event2026-06-30
Filed2026-07-24
GSK PLC
GSK PLC
0.00%
Shares239
Event2026-06-30
Filed2026-07-24
URI
UNITED RENTALS INC
0.00%
Shares11
Event2026-06-30
Filed2026-07-24
VST
VISTRA CORP
0.00%
Shares78
Event2026-06-30
Filed2026-07-24
INCY
INCYTE CORP
0.00%
Shares109
Event2026-06-30
Filed2026-07-24
UBER
UBER TECHNOLOGIES INC
3.66%
Shares170
Event2026-06-30
Filed2026-07-24
GILD
GILEAD SCIENCES INC
-10.19%
Shares97
Event2026-06-30
Filed2026-07-24
CI
THE CIGNA GROUP
New
Shares44
Event2026-06-30
Filed2026-07-24
LOW
LOWES COS INC
0.00%
Shares55
Event2026-06-30
Filed2026-07-24
SNA
SNAP ON INC
0.00%
Shares30
Event2026-06-30
Filed2026-07-24
CNA
CNA FINL CORP
0.00%
Shares248
Event2026-06-30
Filed2026-07-24
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
New
Shares82
Event2026-06-30
Filed2026-07-24
BWA
BORGWARNER INC
0.00%
Shares179
Event2026-06-30
Filed2026-07-24
EDV
VANGUARD WORLD FD
0.00%
Shares181
Event2026-06-30
Filed2026-07-24
KLAC
KLA CORP
875.00%
Shares39
Event2026-06-30
Filed2026-07-24
ASTRAZENECA PLC
ASTRAZENECA PLC
0.00%
Shares61
Event2026-06-30
Filed2026-07-24
ATO
ATMOS ENERGY CORP
-5.63%
Shares67
Event2026-06-30
Filed2026-07-24
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
0.00%
Shares120
Event2026-06-30
Filed2026-07-24
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares65
Event2026-06-30
Filed2026-07-24
SGOV
ISHARES TR
-2.59%
Shares113
Event2026-06-30
Filed2026-07-24
CIBR
FIRST TR EXCHANGE-TRADED FD
-3.08%
Shares126
Event2026-06-30
Filed2026-07-24
FUTY
FIDELITY COVINGTON TRUST
16.46%
Shares191
Event2026-06-30
Filed2026-07-24
USMV
ISHARES TR
-1.71%
Shares115
Event2026-06-30
Filed2026-07-24
FTI
TECHNIPFMC PLC
New
Shares167
Event2026-06-30
Filed2026-07-24
VRSN
VERISIGN INC
0.00%
Shares44
Event2026-06-30
Filed2026-07-24
FNX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares75
Event2026-06-30
Filed2026-07-24
MGV
VANGUARD WORLD FD
-10.67%
Shares67
Event2026-06-30
Filed2026-07-24
NKE
NIKE INC
76.00%
Shares264
Event2026-06-30
Filed2026-07-24
ALAB
ASTERA LABS INC
0.00%
Shares22
Event2026-06-30
Filed2026-07-24
NGG
NATIONAL GRID PLC
0.00%
Shares128
Event2026-06-30
Filed2026-07-24
SPMD
SPDR SERIES TRUST
12.23%
Shares156
Event2026-06-30
Filed2026-07-24
QSR
RESTAURANT BRANDS INTL INC
0.00%
Shares145
Event2026-06-30
Filed2026-07-24
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares116
Event2026-06-30
Filed2026-07-24
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares229
Event2026-06-30
Filed2026-07-24
COLB
COLUMBIA BKG SYS INC
0.00%
Shares318
Event2026-06-30
Filed2026-07-24
TSCO
TRACTOR SUPPLY CO
0.00%
Shares320
Event2026-06-30
Filed2026-07-24
FXR
FIRST TR EXCHANGE-TRADED FD
6.73%
Shares111
Event2026-06-30
Filed2026-07-24
YUM
YUM BRANDS INC
0.00%
Shares63
Event2026-06-30
Filed2026-07-24
MDYV
SPDR SERIES TRUST
13.98%
Shares106
Event2026-06-30
Filed2026-07-24
SJNK
SPDR SERIES TRUST
0.00%
Shares400
Event2026-06-30
Filed2026-07-24
SPYV
SPDR SERIES TRUST
-14.21%
Shares163
Event2026-06-30
Filed2026-07-24
SLB
SLB LIMITED
-14.80%
Shares213
Event2026-06-30
Filed2026-07-24
CPB
THE CAMPBELLS COMPANY
-2.63%
Shares444
Event2026-06-30
Filed2026-07-24
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares40
Event2026-06-30
Filed2026-07-24
BOOT
BOOT BARN HLDGS INC
0.00%
Shares60
Event2026-06-30
Filed2026-07-24
SLYG
SPDR SERIES TRUST
0.00%
Shares82
Event2026-06-30
Filed2026-07-24
CCL
CARNIVAL CORP LTD
New
Shares340
Event2026-06-30
Filed2026-07-24
ARM
ARM HOLDINGS PLC
0.00%
Shares27
Event2026-06-30
Filed2026-07-24
AXON
AXON ENTERPRISE INC
0.00%
Shares17
Event2026-06-30
Filed2026-07-24
FREL
FIDELITY COVINGTON TRUST
81.92%
Shares322
Event2026-06-30
Filed2026-07-24
CMBS
ISHARES TR
22.93%
Shares193
Event2026-06-30
Filed2026-07-24
MKS INC.
MKS INC.
0.00%
Shares21
Event2026-06-30
Filed2026-07-24
ZROZ
PIMCO ETF TR
260.00%
Shares144
Event2026-06-30
Filed2026-07-24
FHLC
FIDELITY COVINGTON TRUST
52.56%
Shares119
Event2026-06-30
Filed2026-07-24
TER
TERADYNE INC
0.00%
Shares19
Event2026-06-30
Filed2026-07-24
AVMC
AMERICAN CENTY ETF TR
New
Shares113
Event2026-06-30
Filed2026-07-24
LTPZ
PIMCO ETF TR
-67.10%
Shares179
Event2026-06-30
Filed2026-07-24
MCO
MOODYS CORP
0.00%
Shares20
Event2026-06-30
Filed2026-07-24
AMGN
AMGEN INC
0.00%
Shares25
Event2026-06-30
Filed2026-07-24
BP
BP PLC
0.00%
Shares245
Event2026-06-30
Filed2026-07-24
LHX
L3HARRIS TECHNOLOGIES INC
-22.50%
Shares31
Event2026-06-30
Filed2026-07-24
STIP
ISHARES TR
480.00%
Shares87
Event2026-06-30
Filed2026-07-24
BBDC
BARINGS BDC INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-24
WSO
WATSCO INC
-19.23%
Shares21
Event2026-06-30
Filed2026-07-24
FLDR
FIDELITY MERRIMACK STR TR
0.00%
Shares173
Event2026-06-30
Filed2026-07-24
SJM
SMUCKER J M CO
0.00%
Shares77
Event2026-06-30
Filed2026-07-24
SPYD
SPDR SERIES TRUST
200.00%
Shares180
Event2026-06-30
Filed2026-07-24
LUMENTUM HLDGS INC
LUMENTUM HLDGS INC
New
Shares10
Event2026-06-30
Filed2026-07-24
PFGC
PERFORMANCE FOOD GROUP CO
-6.17%
Shares76
Event2026-06-30
Filed2026-07-24
COPX
GLOBAL X FDS
0.00%
Shares110
Event2026-06-30
Filed2026-07-24
OEF
ISHARES TR
0.00%
Shares23
Event2026-06-30
Filed2026-07-24
MTSI
MACOM TECH SOLUTIONS HLDGS I
0.00%
Shares22
Event2026-06-30
Filed2026-07-24
TS
TENARIS S A
0.00%
Shares150
Event2026-06-30
Filed2026-07-24
PGR
PROGRESSIVE CORP
0.00%
Shares38
Event2026-06-30
Filed2026-07-24
SPD
SIMPLIFY EXCHANGE TRADED FUN
-65.69%
Shares199
Event2026-06-30
Filed2026-07-24
SYSB
ISHARES TR
2.20%
Shares93
Event2026-06-30
Filed2026-07-24
STLD
STEEL DYNAMICS INC
-61.11%
Shares35
Event2026-06-30
Filed2026-07-24
RPRX
ROYALTY PHARMA PLC
New
Shares142
Event2026-06-30
Filed2026-07-24
MSCI
MSCI INC
0.00%
Shares14
Event2026-06-30
Filed2026-07-24
ARK ETF TR
ARK ETF TR
0.00%
Shares200
Event2026-06-30
Filed2026-07-24
RSG
REPUBLIC SVCS INC
-2.63%
Shares37
Event2026-06-30
Filed2026-07-24
HYLS
FIRST TR EXCHANGE-TRADED FD
37.86%
Shares193
Event2026-06-30
Filed2026-07-24
XEL
XCEL ENERGY INC
-63.22%
Shares96
Event2026-06-30
Filed2026-07-24
TTE
TOTALENERGIES SE
-5.77%
Shares98
Event2026-06-30
Filed2026-07-24
BIV
VANGUARD BD INDEX FDS
0.00%
Shares99
Event2026-06-30
Filed2026-07-24
SKYY
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares56
Event2026-06-30
Filed2026-07-24
EEM
ISHARES TR
0.00%
Shares110
Event2026-06-30
Filed2026-07-24
EXEL
EXELIXIS INC
New
Shares136
Event2026-06-30
Filed2026-07-24
APD
AIR PRODUCTS AND CHEMICALS I
0.00%
Shares25
Event2026-06-30
Filed2026-07-24
VSHY
VIRTUS ETF TR II
-0.89%
Shares333
Event2026-06-30
Filed2026-07-24
OUSA
ALPS ETF TR
0.00%
Shares123
Event2026-06-30
Filed2026-07-24
MTB
M & T BK CORP
0.00%
Shares30
Event2026-06-30
Filed2026-07-24

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available