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The Analysis of Relyea Zuckerberg Hanson LLC's Holdings & P&L

Currently, Relyea Zuckerberg Hanson LLC holds 302 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VUG (+1.2M shares, valued at $107.6M), IWF (+345.5K shares, valued at $42.9M), AAPL (+42.6K shares, valued at $12.3M); decreased their positions in VUSB (-72.6K shares, valued at $3.6M), ABT (-7.6K shares, valued at $690.1K), NVDA (-3.3K shares, valued at $659.5K); initiated new positions in XLV (+14.1K shares, valued at $2.2M), MDY (+2.4K shares, valued at $1.7M), DVY (+8.9K shares, valued at $1.4M).

1M P&L

+2.7M+0.27%

3M P&L

+36.8M+3.71%

HY P&L

-698.0M-40.44%

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/A776.0M

75.8%

2Consumer Electronics35.8M

3.5%

3Semiconductors34.8M

3.4%

Top Industries by Stock Count

1N/A100 stocks

39.1%

2Semiconductors9 stocks

3.5%

3Drug Manufacturers - General7 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS1.5M shares506.57%2026-06-302026-07-16

VTV VANGUARD INDEX FDS463.3K shares-0.09%2026-06-302026-07-16

IWF ISHARES TR462.1K shares296.33%2026-06-302026-07-16

IWD ISHARES TR215.6K shares4.40%2026-06-302026-07-16

BIL SPDR SERIES TRUST527.7K shares4.40%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS662.2K shares9.16%2026-06-302026-07-16

AAPL APPLE INC123.7K shares52.47%2026-06-302026-07-16

SGOV ISHARES TR343.3K shares3.86%2026-06-302026-07-16

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T36.0K shares21.04%2026-06-302026-07-16

AAUS EA SERIES TRUST446.2K shares0.00%2026-06-302026-07-16

NVDA NVIDIA CORPORATION114.1K shares-2.81%2026-06-302026-07-16

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR371.2K shares0.00%2026-06-302026-07-16

IDEV ISHARES TR221.4K shares3.91%2026-06-302026-07-16

EA SERIES TRUST EA SERIES TRUST339.7K shares0.00%2026-06-302026-07-16

MSFT MICROSOFT CORP51.6K shares-1.13%2026-06-302026-07-16

XLK SELECT SECTOR SPDR TR100.2K shares37.64%2026-06-302026-07-16

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS41.6K shares4.25%2026-06-302026-07-16

VOO VANGUARD INDEX FDS21.0K shares20.10%2026-06-302026-07-16

VOOG VANGUARD ADMIRAL FDS INC173.9K shares496.73%2026-06-302026-07-16

QQQ INVESCO QQQ TR18.4K shares1.66%2026-06-302026-07-16

ESGU ISHARES TR78.6K shares0.28%2026-06-302026-07-16

LPTH LIGHTPATH TECHNOLOGIES INC765.6K shares0.00%2026-06-302026-07-16

VBK VANGUARD INDEX FDS33.4K shares36.40%2026-06-302026-07-16

GOOGL ALPHABET INC33.2K shares16.06%2026-06-302026-07-16

Sponsored

GOOG ALPHABET INC32.9K shares19.91%2026-06-302026-07-16

VBR VANGUARD INDEX FDS46.3K shares25.18%2026-06-302026-07-16

VONG VANGUARD SCOTTSDALE FDS85.8K shares25.15%2026-06-302026-07-16

VOOV VANGUARD ADMIRAL FDS INC49.9K shares-0.55%2026-06-302026-07-16

SPYG SPDR SERIES TRUST83.9K shares-1.12%2026-06-302026-07-16

ISHARES TR ISHARES TR99.3K shares6.85%2026-06-302026-07-16

IWB ISHARES TR23.0K shares0.01%2026-06-302026-07-16

AMZN AMAZON COM INC37.8K shares13.51%2026-06-302026-07-16

Sponsored

JNJ JOHNSON & JOHNSON34.7K shares0.85%2026-06-302026-07-16

ESGV VANGUARD WORLD FD66.6K shares-3.72%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO26.3K shares10.81%2026-06-302026-07-16

ARK ETF TR ARK ETF TR55.4K shares-0.15%2026-06-302026-07-16

AVUV AMERICAN CENTY ETF TR61.5K shares3.56%2026-06-302026-07-16

XLI SELECT SECTOR SPDR TR40.5K shares180.26%2026-06-302026-07-16

ESGD ISHARES TR68.5K shares-0.51%2026-06-302026-07-16

ABBVIE INC ABBVIE INC27.5K shares-1.22%2026-06-302026-07-16

Sponsored

BROADCOM INC BROADCOM INC15.1K shares3.91%2026-06-302026-07-16

VONV VANGUARD SCOTTSDALE FDS48.4K shares-0.07%2026-06-302026-07-16

WORLD GOLD TR WORLD GOLD TR63.9K shares0.75%2026-06-302026-07-16

XLF SELECT SECTOR SPDR TR91.6K shares232.09%2026-06-302026-07-16

APPLIED MATLS INC APPLIED MATLS INC6.7K shares0.12%2026-06-302026-07-16

FSLY FASTLY INC257.3K shares-0.96%2026-06-302026-07-16

VISA INC VISA INC13.5K shares4.39%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL8.9K shares16.62%2026-06-302026-07-16

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP32.6K shares-2.02%2026-06-302026-07-16

AB ACTIVE ETFS INC AB ACTIVE ETFS INC173.8K shares7.25%2026-06-302026-07-16

GLD SPDR GOLD TR11.7K shares0.23%2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC7.3K shares5.20%2026-06-302026-07-16

LLY ELI LILLY & CO3.4K shares7.10%2026-06-302026-07-16

SUSA ISHARES TR23.7K shares-0.57%2026-06-302026-07-16

VIG VANGUARD SPECIALIZED FUNDS14.6K shares9.00%2026-06-302026-07-16

INTC INTEL CORP24.6K shares11.25%2026-06-302026-07-16

Sponsored

CISCO SYS INC CISCO SYS INC28.6K shares2.04%2026-06-302026-07-16

PG PROCTER & GAMBLE CO21.2K shares-1.53%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC2.7K shares8.23%2026-06-302026-07-16

VYM VANGUARD WHITEHALL FDS19.0K shares236.39%2026-06-302026-07-16

ISHARES TR ISHARES TR3.8K shares5.65%2026-06-302026-07-16

VTEB VANGUARD MUN BD FDS56.2K shares63.46%2026-06-302026-07-16

TSLA TESLA INC6.7K shares3.53%2026-06-302026-07-16

IWO ISHARES TR7.1K shares-5.31%2026-06-302026-07-16

Sponsored

MMC MARSH & MCLENNAN COS INC16.5K shares-2.25%2026-06-302026-07-16

KO COCA COLA CO32.9K shares6.04%2026-06-302026-07-16

XLY SELECT SECTOR SPDR TR22.7K shares0.00%2026-06-302026-07-16

SCHX SCHWAB STRATEGIC TR88.6K shares0.00%2026-06-302026-07-16

IAU ISHARES GOLD TR33.3K shares4.70%2026-06-302026-07-16

ESML ISHARES TR44.9K shares-1.00%2026-06-302026-07-16

HD HOME DEPOT INC7.0K shares11.87%2026-06-302026-07-16

AMD ADVANCED MICRO DEVICES INC4.1K shares2.80%2026-06-302026-07-16

Sponsored

VEU VANGUARD INTL EQUITY INDEX F27.2K shares8.72%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.4K shares0.54%2026-06-302026-07-16

XLV SELECT SECTOR SPDR TR14.1K sharesnew addition2026-06-302026-07-16

QQQM INVESCO EXCH TRADED FD TR II7.0K shares0.09%2026-06-302026-07-16

IWM ISHARES TR6.9K shares0.27%2026-06-302026-07-16

WMT WALMART INC18.2K shares5.38%2026-06-302026-07-16

ADP AUTOMATIC DATA PROCESSING IN9.1K shares-18.59%2026-06-302026-07-16

SPYV SPDR SERIES TRUST33.5K shares0.00%2026-06-302026-07-16

Sponsored

TTEK TETRA TECH INC NEW70.5K shares0.01%2026-06-302026-07-16

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.9K shares8.75%2026-06-302026-07-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.0K shares141.02%2026-06-302026-07-16

IWN ISHARES TR8.8K shares2.74%2026-06-302026-07-16

CAT CATERPILLAR INC1.8K shares2.37%2026-06-302026-07-16

MS MORGAN STANLEY9.0K shares-2.64%2026-06-302026-07-16

VUSB VANGUARD BD INDEX FDS35.5K shares-67.13%2026-06-302026-07-16

VGT VANGUARD WORLD FD14.7K shares700.22%2026-06-302026-07-16

Sponsored

GS GOLDMAN SACHS GROUP INC1.7K shares3.03%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.0K shares10.47%2026-06-302026-07-16

MDY STATE STR SPDR S&P MIDCAP 402.4K sharesnew addition2026-06-302026-07-16

SBLK STAR BULK CARRIERS CORP.64.4K shares0.00%2026-06-302026-07-16

LRCX LAM RESEARCH CORP3.6K shares2.30%2026-06-302026-07-16

AIQ GLOBAL X FDS23.0K shares0.00%2026-06-302026-07-16

ABT ABBOTT LABORATORIES16.3K shares-31.84%2026-06-302026-07-16

ORACLE CORP ORACLE CORP10.0K shares2.71%2026-06-302026-07-16

Sponsored

EMXC ISHARES INC14.2K shares-0.73%2026-06-302026-07-16

CHUBB LIMITED CHUBB LIMITED4.3K shares-4.45%2026-06-302026-07-16

GLW CORNING INC5.6K shares-8.70%2026-06-302026-07-16

MCD MCDONALDS CORP5.2K shares-14.50%2026-06-302026-07-16

DVY ISHARES TR8.9K sharesnew addition2026-06-302026-07-16

IVW ISHARES TR10.0K shares0.00%2026-06-302026-07-16

MRK MERCK & CO INC10.1K shares-2.41%2026-06-302026-07-16

UNP UNION PAC CORP4.6K shares3.03%2026-06-302026-07-16

Sponsored

PM PHILIP MORRIS INTL INC6.7K shares19.34%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION6.4K shares3.74%2026-06-302026-07-16

GE GE AEROSPACE3.2K shares1.43%2026-06-302026-07-16

STIP ISHARES TR11.0K shares0.00%2026-06-302026-07-16

BLK BLACKROCK INC1.1K shares62.98%2026-06-302026-07-16

BAC BANK OF AMER CORP19.0K shares4.93%2026-06-302026-07-16

GEV GE VERNOVA INC914 shares6.53%2026-06-302026-07-16

KLAC KLA CORP3.4K shares976.83%2026-06-302026-07-16

Sponsored

SUB ISHARES TR9.6K shares44.33%2026-06-302026-07-16

PULS PGIM ETF TR20.0K shares1.13%2026-06-302026-07-16

CVX CHEVRON CORPORATION6.0K shares1.80%2026-06-302026-07-16

EFA ISHARES TR9.5K shares0.90%2026-06-302026-07-16

LIN LINDE PLC1.8K shares6.53%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS3.3K shares5.64%2026-06-302026-07-16

ARK ETF TR ARK ETF TR11.0K shares0.92%2026-06-302026-07-16

IJR ISHARES TR6.0K shares1.22%2026-06-302026-07-16

Sponsored

C CITIGROUP INC6.3K shares3.14%2026-06-302026-07-16

VIOV VANGUARD ADMIRAL FDS INC7.5K shares-1.23%2026-06-302026-07-16

SYK STRYKER CORPORATION2.7K shares9.21%2026-06-302026-07-16

SCHG SCHWAB STRATEGIC TR25.4K shares0.00%2026-06-302026-07-16

ECL ECOLAB INC3.1K shares0.59%2026-06-302026-07-16

STT STATE STR CORP5.0K shares1.62%2026-06-302026-07-16

NETFLIX INC. NETFLIX INC.11.8K shares2.81%2026-06-302026-07-16

PEP PEPSICO INC6.2K shares-12.80%2026-06-302026-07-16

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K sharesnew addition2026-06-302026-07-16

VWO VANGUARD INTL EQUITY INDEX F13.2K sharesnew addition2026-06-302026-07-16

TMO THERMO FISHER SCIENTIFIC INC1.6K shares-13.49%2026-06-302026-07-16

FBTC FIDELITY WISE ORIGIN BITCOIN15.2K shares6.15%2026-06-302026-07-16

AXP AMERICAN EXPRESS CO2.3K shares31.97%2026-06-302026-07-16

PANW PALO ALTO NETWORKS INC2.2K shares38.80%2026-06-302026-07-16

WDC WESTERN DIGITAL CORP1.2K shares-6.78%2026-06-302026-07-16

PH PARKER-HANNIFIN CORP767 shares13.46%2026-06-302026-07-16

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-16

LOW LOWES COS INC3.4K shares-3.75%2026-06-302026-07-16

SNDK SANDISK CORP317 sharesnew addition2026-06-302026-07-16

IWR ISHARES TR6.5K shares1.33%2026-06-302026-07-16

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC931 shares75.99%2026-06-302026-07-16

VV VANGUARD INDEX FDS2.1K shares0.00%2026-06-302026-07-16

MCK MCKESSON CORP895 shares0.00%2026-06-302026-07-16

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.6K shares-8.75%2026-06-302026-07-16

Sponsored

SCHW SCHWAB CHARLES CORP7.1K shares2.31%2026-06-302026-07-16

APH AMPHENOL CORP3.7K shares3.48%2026-06-302026-07-16

ADI ANALOG DEVICES INC1.6K shares-7.04%2026-06-302026-07-16

CVLC MORGAN STANLEY ETF TRUST6.7K shares0.22%2026-06-302026-07-16

SUSL ISHARES TR4.8K shares0.21%2026-06-302026-07-16

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.7K sharesnew addition2026-06-302026-07-16

EMR EMERSON ELEC CO4.4K shares-10.78%2026-06-302026-07-16

DE DEERE & CO986 shares0.72%2026-06-302026-07-16

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC7.0K shares-12.60%2026-06-302026-07-16

MRVL MARVELL TECHNOLOGY INC2.1K sharesnew addition2026-06-302026-07-16

SPDR SERIES TRUST SPDR SERIES TRUST6.8K shares0.26%2026-06-302026-07-16

SCHM SCHWAB STRATEGIC TR16.3K shares0.00%2026-06-302026-07-16

USMV ISHARES TR6.2K shares1.84%2026-06-302026-07-16

COF CAPITAL ONE FINL CORP3.0K shares7.46%2026-06-302026-07-16

IJH ISHARES TR7.7K shares0.00%2026-06-302026-07-16

PGR PROGRESSIVE CORP2.7K shares-2.95%2026-06-302026-07-16

Sponsored

AMGN AMGEN INC1.6K shares12.08%2026-06-302026-07-16

WFC WELLS FARGO & CO7.0K shares2.98%2026-06-302026-07-16

TXN TEXAS INSTRS INC1.9K shares8.04%2026-06-302026-07-16

EFAV ISHARES TR6.6K sharesnew addition2026-06-302026-07-16

VRTX VERTEX PHARMACEUTICALS INC1.2K shares39.90%2026-06-302026-07-16

TJX TJX COS INC NEW3.8K shares3.53%2026-06-302026-07-16

BOXX EA SERIES TRUST4.8K shares0.00%2026-06-302026-07-16

ETN EATON CORP PLC1.3K shares4.03%2026-06-302026-07-16

Sponsored

DHS WISDOMTREE TR4.9K shares0.00%2026-06-302026-07-16

VCSH VANGUARD SCOTTSDALE FDS7.0K sharesnew addition2026-06-302026-07-16

VO VANGUARD INDEX FDS6.9K sharesnew addition2026-06-302026-07-16

BSX BOSTON SCIENTIFIC CORP12.9K shares-5.30%2026-06-302026-07-16

YUM YUM BRANDS INC3.4K shares-2.69%2026-06-302026-07-16

VB VANGUARD INDEX FDS1.8K shares0.06%2026-06-302026-07-16

ABNB AIRBNB INC3.8K sharesnew addition2026-06-302026-07-16

T AT&T INC26.0K shares0.19%2026-06-302026-07-16

Sponsored

BKNG BOOKING HOLDINGS INC3.0K shares5805.88%2026-06-302026-07-16

AFL AFLAC INC4.5K shares1.50%2026-06-302026-07-16

DELL DELL TECHNOLOGIES INC1.2K shares-11.67%2026-06-302026-07-16

DUK DUKE ENERGY CORP NEW4.1K shares2.85%2026-06-302026-07-16

NUDM NUSHARES ETF TR13.0K shares0.00%2026-06-302026-07-16

QCOM QUALCOMM INC2.8K shares-11.87%2026-06-302026-07-16

URI UNITED RENTALS INC445 shares4.22%2026-06-302026-07-16

VXUS VANGUARD STAR FDS5.8K shares21.60%2026-06-302026-07-16

Sponsored

CRBN ISHARES TR2.0K shares0.56%2026-06-302026-07-16

BK BANK OF NY MELLON CORP3.4K shares5.10%2026-06-302026-07-16

HLT HILTON WORLDWIDE HLDGS INC1.5K shares4.52%2026-06-302026-07-16

ITW ILLINOIS TOOL WKS INC1.8K shares-3.93%2026-06-302026-07-16

PAYX PAYCHEX INC5.0K shares6.37%2026-06-302026-07-16

NUSC NUSHARES ETF TR9.1K shares-9.68%2026-06-302026-07-16

BINC BLACKROCK ETF TRUST II9.0K sharesnew addition2026-06-302026-07-16

CMI CUMMINS INC655 shares1.24%2026-06-302026-07-16

Sponsored

HIG HARTFORD INSURANCE GROUP INC3.5K shares0.64%2026-06-302026-07-16

IBIT ISHARES BITCOIN TRUST ETF13.8K shares21.98%2026-06-302026-07-16

CSX CSX CORP9.6K shares6.39%2026-06-302026-07-16

NSC NORFOLK SOUTHN CORP1.4K shares0.21%2026-06-302026-07-16

DHR DANAHER CORP DEL2.3K shares-0.39%2026-06-302026-07-16

RSP INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2026-06-302026-07-16

PPG PPG INDS INC3.5K shares-0.70%2026-06-302026-07-16

FLEX FLEX LTD2.6K sharesnew addition2026-06-302026-07-16

Sponsored

AON AON PLC1.3K shares-15.39%2026-06-302026-07-16

HONEYWELL INTL INC HONEYWELL INTL INC1.9K sharesnew addition2026-06-302026-07-16

SERVICENOW INC SERVICENOW INC4.2K shares75.79%2026-06-302026-07-16

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.9K sharesnew addition2026-06-302026-07-16

CDE COEUR MNG INC25.3K sharesnew addition2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC9.7K shares2.74%2026-06-302026-07-16

PNC PNC FINL SVCS GROUP INC1.7K shares1.40%2026-06-302026-07-16

SOUTHERN CO SOUTHERN CO4.2K shares7.02%2026-06-302026-07-16

Sponsored

MPC MARATHON PETE CORP1.6K shares2.39%2026-06-302026-07-16

SCHB SCHWAB STRATEGIC TR14.0K sharesnew addition2026-06-302026-07-16

GILD GILEAD SCIENCES INC3.2K shares-1.06%2026-06-302026-07-16

MCO MOODYS CORP877 shares-4.05%2026-06-302026-07-16

AWK AMERICAN WTR WKS CO INC NEW3.0K shares-5.42%2026-06-302026-07-16

VLO VALERO ENERGY CORP1.5K shares2.44%2026-06-302026-07-16

APPLOVIN CORP APPLOVIN CORP765 shares6.55%2026-06-302026-07-16

WASTE MGMT INC DEL WASTE MGMT INC DEL1.7K shares-3.44%2026-06-302026-07-16

Sponsored

TT TRANE TECHNOLOGIES PLC777 shares5.57%2026-06-302026-07-16

UBER UBER TECHNOLOGIES INC5.3K shares-6.53%2026-06-302026-07-16

ANET ARISTA NETWORKS INC2.2K shares12.18%2026-06-302026-07-16

DIS DISNEY WALT CO3.9K shares19.80%2026-06-302026-07-16

IRM IRON MTN INC DEL2.9K shares-0.17%2026-06-302026-07-16

HWM HOWMET AEROSPACE INC1.3K shares6.74%2026-06-302026-07-16

MO ALTRIA GROUP INC4.9K shares9.93%2026-06-302026-07-16

GWW WW GRAINGER INC259 shares1.97%2026-06-302026-07-16

Sponsored

SBUX STARBUCKS CORP3.4K shares11.31%2026-06-302026-07-16

QTUM ETF SER SOLUTIONS2.1K shares0.00%2026-06-302026-07-16

BX BLACKSTONE INC3.0K shares0.54%2026-06-302026-07-16

VIOG VANGUARD ADMIRAL FDS INC2.3K shares0.00%2026-06-302026-07-16

BA BOEING CO1.6K shares36.48%2026-06-302026-07-16

RKLB ROCKET LAB CORP3.3K sharesnew addition2026-06-302026-07-16

PFE PFIZER INC13.9K shares-11.97%2026-06-302026-07-16

CL COLGATE PALMOLIVE CO3.6K shares-5.66%2026-06-302026-07-16

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.7K shares-50.22%2026-06-302026-07-16

MAR MARRIOTT INTL INC NEW855 shares3.76%2026-06-302026-07-16

CDNS CADENCE DESIGN SYSTEM INC842 shares8.23%2026-06-302026-07-16

KMI KINDER MORGAN INC DEL9.9K shares6.61%2026-06-302026-07-16

GM GENERAL MTRS CO4.0K shares4.72%2026-06-302026-07-16

NYF ISHARES TR5.7K shares0.00%2026-06-302026-07-16

MUB ISHARES TR2.8K shares0.00%2026-06-302026-07-16

BMY BRISTOL-MYERS SQUIBB CO5.3K shares-4.52%2026-06-302026-07-16

Sponsored

PPA INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-06-302026-07-16

WMB WILLIAMS COS INC4.0K shares-22.74%2026-06-302026-07-16

SFL SFL CORPORATION LTD29.1K shares130.09%2026-06-302026-07-16

ISRG INTUITIVE SURGICAL INC731 shares-15.59%2026-06-302026-07-16

QUAL ISHARES TR1.3K shares0.00%2026-06-302026-07-16

CHD CHURCH & DWIGHT CO INC3.0K shares0.07%2026-06-302026-07-16

NOC NORTHROP GRUMMAN CORP566 shares-1.91%2026-06-302026-07-16

IJK ISHARES TR2.5K shares0.12%2026-06-302026-07-16

Sponsored

LMT LOCKHEED MARTIN CORP556 shares-1.94%2026-06-302026-07-16

WELL WELLTOWER INC1.2K shares10.11%2026-06-302026-07-16

VOT VANGUARD INDEX FDS906 sharesnew addition2026-06-302026-07-16

EELV INVESCO EXCH TRADED FD TR II9.7K sharesnew addition2026-06-302026-07-16

S&P GLOBAL INC S&P GLOBAL INC658 shares2.65%2026-06-302026-07-16

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC810 shares2.53%2026-06-302026-07-16

COHR COHERENT CORP673 sharesnew addition2026-06-302026-07-16

CBRE CBRE GROUP INC1.9K shares-5.93%2026-06-302026-07-16

Sponsored

AEP AMERICAN ELEC PWR CO INC1.9K shares0.90%2026-06-302026-07-16

CARR CARRIER GLOBAL CORPORATION3.5K sharesnew addition2026-06-302026-07-16

ICF ISHARES TR3.8K shares0.00%2026-06-302026-07-16

SCHF SCHWAB STRATEGIC TR9.2K shares0.34%2026-06-302026-07-16

OEF ISHARES TR687 shares0.29%2026-06-302026-07-16

EQIX EQUINIX INC240 shares4.35%2026-06-302026-07-16

IJJ ISHARES TR1.7K shares0.36%2026-06-302026-07-16

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.7K shares3.47%2026-06-302026-07-16

Sponsored

PSX PHILLIPS 661.4K shares2.14%2026-06-302026-07-16

WSM WILLIAMS SONOMA INC1.0K sharesnew addition2026-06-302026-07-16

PANL PANGAEA LOGISTICS SOLUTION L37.2K shares0.00%2026-06-302026-07-16

VRT VERTIV HOLDINGS CO721 sharesnew addition2026-06-302026-07-16

CRM SALESFORCE INC1.5K shares-51.71%2026-06-302026-07-16

VTWG VANGUARD SCOTTSDALE FDS825 sharesnew addition2026-06-302026-07-16

CVS CVS HEALTH CORP2.3K sharesnew addition2026-06-302026-07-16

FTNT FORTINET INC1.5K sharesnew addition2026-06-302026-07-16

Sponsored

ASML ASML HLDG NV117 sharesnew addition2026-06-302026-07-16

III INFORMATION SVCS GROUP INC56.5K shares-51.63%2026-06-302026-07-16

WISDOMTREE TR WISDOMTREE TR3.1K shares0.03%2026-06-302026-07-16

HPE HEWLETT PACKARD ENTERPRISE C5.1K sharesnew addition2026-06-302026-07-16

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.6K sharesnew addition2026-06-302026-07-16

TMUS T-MOBILE US INC1.4K shares-1.75%2026-06-302026-07-16

SHW SHERWIN WILLIAMS CO657 sharesnew addition2026-06-302026-07-16

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.0K shares0.63%2026-06-302026-07-16

Sponsored

GD GENERAL DYNAMICS CORP635 shares-2.91%2026-06-302026-07-16

FIW FIRST TR EXCHANGE-TRADED FD2.0K shares-23.29%2026-06-302026-07-16

IGSB ISHARES TR4.3K shares0.90%2026-06-302026-07-16

EBAY EBAY INC.2.0K sharesnew addition2026-06-302026-07-16

CEG CONSTELLATION ENERGY CORP899 shares7.41%2026-06-302026-07-16

MSI MOTOROLA SOLUTIONS INC533 shares-1.48%2026-06-302026-07-16

NULV NUSHARES ETF TR4.4K shares-14.57%2026-06-302026-07-16

USB US BANCORP3.6K sharesnew addition2026-06-302026-07-16

Sponsored

CI THE CIGNA GROUP766 shares-21.36%2026-06-302026-07-16

3M CO 3M CO1.3K shares-46.76%2026-06-302026-07-16

ET ENERGY TRANSFER L P11.0K shares0.00%2026-06-302026-07-16

SNOWFLAKE INC SNOWFLAKE INC825 sharesnew addition2026-06-302026-07-16

DOV DOVER CORP933 sharesnew addition2026-06-302026-07-16

PHO INVESCO EXCHANGE TRADED FD T3.0K shares-25.12%2026-06-302026-07-16

ACV VIRTUS DIVERSIFIED INCM & CO7.3K sharesnew addition2026-06-302026-07-16

SYY SYSCO CORP2.5K sharesnew addition2026-06-302026-07-16

Sponsored

TRMB TRIMBLE INC4.0K shares-3.22%2026-06-302026-07-16

SHLD GLOBAL X FDS3.4K shares0.00%2026-06-302026-07-16

OCUL OCULAR THERAPEUTIX INC17.6K shares0.00%2026-06-302026-07-16

ELDN ELEDON PHARMACEUTICALS INC17.0K shares41.67%2026-06-302026-07-16

WOOF PETCO HEALTH & WELLNESS CO I23.1K shares0.00%2026-06-302026-07-16

BLNE BEELINE HOLDINGS INC50.0K shares25.00%2026-06-302026-07-16

VUG

VANGUARD INDEX FDS

506.57%

Shares1.5M

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD INDEX FDS

-0.09%

Shares463.3K

Event2026-06-30

Filed2026-07-16

IWF

ISHARES TR

296.33%

Shares462.1K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES TR

4.40%

Shares215.6K

Event2026-06-30

Filed2026-07-16

BIL

SPDR SERIES TRUST

4.40%

Shares527.7K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

9.16%

Shares662.2K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

52.47%

Shares123.7K

Event2026-06-30

Filed2026-07-16

SGOV

ISHARES TR

3.86%

Shares343.3K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

21.04%

Shares36.0K

Event2026-06-30

Filed2026-07-16

AAUS

EA SERIES TRUST

0.00%

Shares446.2K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-2.81%

Shares114.1K

Event2026-06-30

Filed2026-07-16

AMERICAN CENTY ETF TR

0.00%

Shares371.2K

Event2026-06-30

Filed2026-07-16

IDEV

ISHARES TR

3.91%

Shares221.4K

Event2026-06-30

Filed2026-07-16

EA SERIES TRUST

0.00%

Shares339.7K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

-1.13%

Shares51.6K

Event2026-06-30

Filed2026-07-16

XLK

SELECT SECTOR SPDR TR

37.64%

Shares100.2K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

4.25%

Shares41.6K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

20.10%

Shares21.0K

Event2026-06-30

Filed2026-07-16

VOOG

VANGUARD ADMIRAL FDS INC

496.73%

Shares173.9K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

1.66%

Shares18.4K

Event2026-06-30

Filed2026-07-16

ESGU

ISHARES TR

0.28%

Shares78.6K

Event2026-06-30

Filed2026-07-16

LPTH

LIGHTPATH TECHNOLOGIES INC

0.00%

Shares765.6K

Event2026-06-30

Filed2026-07-16

VBK

VANGUARD INDEX FDS

36.40%

Shares33.4K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

16.06%

Shares33.2K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

19.91%

Shares32.9K

Event2026-06-30

Filed2026-07-16

VBR

VANGUARD INDEX FDS

25.18%

Shares46.3K

Event2026-06-30

Filed2026-07-16

VONG

VANGUARD SCOTTSDALE FDS

25.15%

Shares85.8K

Event2026-06-30

Filed2026-07-16

VOOV

VANGUARD ADMIRAL FDS INC

-0.55%

Shares49.9K

Event2026-06-30

Filed2026-07-16

SPYG

SPDR SERIES TRUST

-1.12%

Shares83.9K

Event2026-06-30

Filed2026-07-16

ISHARES TR

6.85%

Shares99.3K

Event2026-06-30

Filed2026-07-16

IWB

ISHARES TR

0.01%

Shares23.0K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

13.51%

Shares37.8K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

0.85%

Shares34.7K

Event2026-06-30

Filed2026-07-16

ESGV

VANGUARD WORLD FD

-3.72%

Shares66.6K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

10.81%

Shares26.3K

Event2026-06-30

Filed2026-07-16

ARK ETF TR

-0.15%

Shares55.4K

Event2026-06-30

Filed2026-07-16

AVUV

AMERICAN CENTY ETF TR

3.56%

Shares61.5K

Event2026-06-30

Filed2026-07-16

XLI

SELECT SECTOR SPDR TR

180.26%

Shares40.5K

Event2026-06-30

Filed2026-07-16

ESGD

ISHARES TR

-0.51%

Shares68.5K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

-1.22%

Shares27.5K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

3.91%

Shares15.1K

Event2026-06-30

Filed2026-07-16

VONV

VANGUARD SCOTTSDALE FDS

-0.07%

Shares48.4K

Event2026-06-30

Filed2026-07-16

WORLD GOLD TR

0.75%

Shares63.9K

Event2026-06-30

Filed2026-07-16

XLF

SELECT SECTOR SPDR TR

232.09%

Shares91.6K

Event2026-06-30

Filed2026-07-16

APPLIED MATLS INC

0.12%

Shares6.7K

Event2026-06-30

Filed2026-07-16

FSLY

FASTLY INC

-0.96%

Shares257.3K

Event2026-06-30

Filed2026-07-16

VISA INC

4.39%

Shares13.5K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

16.62%

Shares8.9K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

-2.02%

Shares32.6K

Event2026-06-30

Filed2026-07-16

AB ACTIVE ETFS INC

7.25%

Shares173.8K

Event2026-06-30

Filed2026-07-16

GLD

SPDR GOLD TR

0.23%

Shares11.7K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

5.20%

Shares7.3K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

7.10%

Shares3.4K

Event2026-06-30

Filed2026-07-16

SUSA

ISHARES TR

-0.57%

Shares23.7K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

9.00%

Shares14.6K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

11.25%

Shares24.6K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

2.04%

Shares28.6K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

-1.53%

Shares21.2K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

8.23%

Shares2.7K

Event2026-06-30

Filed2026-07-16

VYM

VANGUARD WHITEHALL FDS

236.39%

Shares19.0K

Event2026-06-30

Filed2026-07-16

ISHARES TR

5.65%

Shares3.8K

Event2026-06-30

Filed2026-07-16

VTEB

VANGUARD MUN BD FDS

63.46%

Shares56.2K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

3.53%

Shares6.7K

Event2026-06-30

Filed2026-07-16

IWO

ISHARES TR

-5.31%

Shares7.1K

Event2026-06-30

Filed2026-07-16

MMC

MARSH & MCLENNAN COS INC

-2.25%

Shares16.5K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

6.04%

Shares32.9K

Event2026-06-30

Filed2026-07-16

XLY

SELECT SECTOR SPDR TR

0.00%

Shares22.7K

Event2026-06-30

Filed2026-07-16

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares88.6K

Event2026-06-30

Filed2026-07-16

IAU

ISHARES GOLD TR

4.70%

Shares33.3K

Event2026-06-30

Filed2026-07-16

ESML

ISHARES TR

-1.00%

Shares44.9K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

11.87%

Shares7.0K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

2.80%

Shares4.1K

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD INTL EQUITY INDEX F

8.72%

Shares27.2K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

0.54%

Shares2.4K

Event2026-06-30

Filed2026-07-16

XLV

SELECT SECTOR SPDR TR

New

Shares14.1K

Event2026-06-30

Filed2026-07-16

QQQM

INVESCO EXCH TRADED FD TR II

0.09%

Shares7.0K

Event2026-06-30

Filed2026-07-16

IWM

ISHARES TR

0.27%

Shares6.9K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

5.38%

Shares18.2K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING IN

-18.59%

Shares9.1K

Event2026-06-30

Filed2026-07-16

SPYV

SPDR SERIES TRUST

0.00%

Shares33.5K

Event2026-06-30

Filed2026-07-16

TTEK

TETRA TECH INC NEW

0.01%

Shares70.5K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

8.75%

Shares3.9K

Event2026-06-30

Filed2026-07-16

SEAGATE TECHNOLOGY HLDNGS PL

141.02%

Shares2.0K

Event2026-06-30

Filed2026-07-16

IWN

ISHARES TR

2.74%

Shares8.8K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

2.37%

Shares1.8K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY

-2.64%

Shares9.0K

Event2026-06-30

Filed2026-07-16

VUSB

VANGUARD BD INDEX FDS

-67.13%

Shares35.5K

Event2026-06-30

Filed2026-07-16

VGT

VANGUARD WORLD FD

700.22%

Shares14.7K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

3.03%

Shares1.7K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

10.47%

Shares4.0K

Event2026-06-30

Filed2026-07-16

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares2.4K

Event2026-06-30

Filed2026-07-16

SBLK

STAR BULK CARRIERS CORP.

0.00%

Shares64.4K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESEARCH CORP

2.30%

Shares3.6K

Event2026-06-30

Filed2026-07-16

AIQ

GLOBAL X FDS

0.00%

Shares23.0K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

-31.84%

Shares16.3K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

2.71%

Shares10.0K

Event2026-06-30

Filed2026-07-16

EMXC

ISHARES INC

-0.73%

Shares14.2K

Event2026-06-30

Filed2026-07-16

CHUBB LIMITED

-4.45%

Shares4.3K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

-8.70%

Shares5.6K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

-14.50%

Shares5.2K

Event2026-06-30

Filed2026-07-16

DVY

ISHARES TR

New

Shares8.9K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

-2.41%

Shares10.1K

Event2026-06-30

Filed2026-07-16

UNP

UNION PAC CORP

3.03%

Shares4.6K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

19.34%

Shares6.7K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

3.74%

Shares6.4K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

1.43%

Shares3.2K

Event2026-06-30

Filed2026-07-16

STIP

ISHARES TR

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-16

BLK

BLACKROCK INC

62.98%

Shares1.1K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMER CORP

4.93%

Shares19.0K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC

6.53%

Shares914

Event2026-06-30

Filed2026-07-16

KLAC

KLA CORP

976.83%

Shares3.4K

Event2026-06-30

Filed2026-07-16

SUB

ISHARES TR

44.33%

Shares9.6K

Event2026-06-30

Filed2026-07-16

PULS

PGIM ETF TR

1.13%

Shares20.0K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

1.80%

Shares6.0K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

0.90%

Shares9.5K

Event2026-06-30

Filed2026-07-16

LIN

LINDE PLC

6.53%

Shares1.8K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

5.64%

Shares3.3K

Event2026-06-30

Filed2026-07-16

ARK ETF TR

0.92%

Shares11.0K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

1.22%

Shares6.0K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

3.14%

Shares6.3K

Event2026-06-30

Filed2026-07-16

VIOV

VANGUARD ADMIRAL FDS INC

-1.23%

Shares7.5K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORPORATION

9.21%

Shares2.7K

Event2026-06-30

Filed2026-07-16

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares25.4K

Event2026-06-30

Filed2026-07-16

ECL

ECOLAB INC

0.59%

Shares3.1K

Event2026-06-30

Filed2026-07-16

STT

STATE STR CORP

1.62%

Shares5.0K

Event2026-06-30

Filed2026-07-16

NETFLIX INC.

2.81%

Shares11.8K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

-12.80%

Shares6.2K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares1.7K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares13.2K

Event2026-06-30

Filed2026-07-16

TMO

THERMO FISHER SCIENTIFIC INC

-13.49%

Shares1.6K

Event2026-06-30

Filed2026-07-16

FBTC

FIDELITY WISE ORIGIN BITCOIN

6.15%

Shares15.2K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS CO

31.97%

Shares2.3K

Event2026-06-30

Filed2026-07-16

PANW

PALO ALTO NETWORKS INC

38.80%

Shares2.2K

Event2026-06-30

Filed2026-07-16

WDC

WESTERN DIGITAL CORP

-6.78%

Shares1.2K

Event2026-06-30

Filed2026-07-16

PARKER-HANNIFIN CORP

13.46%

Shares767

Event2026-06-30

Filed2026-07-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

-3.75%

Shares3.4K

Event2026-06-30

Filed2026-07-16

SNDK

SANDISK CORP

New

Shares317

Event2026-06-30

Filed2026-07-16

IWR

ISHARES TR

1.33%

Shares6.5K

Event2026-06-30

Filed2026-07-16

CROWDSTRIKE HLDGS INC

75.99%

Shares931

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-16

MCK

MCKESSON CORP

0.00%

Shares895

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES INC

-8.75%

Shares5.6K

Event2026-06-30

Filed2026-07-16

SCHW

SCHWAB CHARLES CORP

2.31%

Shares7.1K

Event2026-06-30

Filed2026-07-16

APH

AMPHENOL CORP

3.48%

Shares3.7K

Event2026-06-30

Filed2026-07-16

ADI

ANALOG DEVICES INC

-7.04%

Shares1.6K

Event2026-06-30

Filed2026-07-16

CVLC

MORGAN STANLEY ETF TRUST

0.22%

Shares6.7K

Event2026-06-30

Filed2026-07-16

SUSL

ISHARES TR

0.21%

Shares4.8K

Event2026-06-30

Filed2026-07-16

SPACE EXPLORATION TECHN CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-16

EMR

EMERSON ELEC CO

-10.78%

Shares4.4K

Event2026-06-30

Filed2026-07-16

DEERE & CO

0.72%

Shares986

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

-12.60%

Shares7.0K

Event2026-06-30

Filed2026-07-16

MRVL

MARVELL TECHNOLOGY INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-16

SPDR SERIES TRUST

0.26%

Shares6.8K

Event2026-06-30

Filed2026-07-16

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-16

USMV

ISHARES TR

1.84%

Shares6.2K

Event2026-06-30

Filed2026-07-16

COF

CAPITAL ONE FINL CORP

7.46%

Shares3.0K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-16

PGR

PROGRESSIVE CORP

-2.95%

Shares2.7K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

12.08%

Shares1.6K

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO & CO

2.98%

Shares7.0K

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRS INC

8.04%

Shares1.9K

Event2026-06-30

Filed2026-07-16

EFAV

ISHARES TR

New

Shares6.6K

Event2026-06-30

Filed2026-07-16

VRTX

VERTEX PHARMACEUTICALS INC

39.90%

Shares1.2K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

3.53%

Shares3.8K

Event2026-06-30

Filed2026-07-16

BOXX

EA SERIES TRUST

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-16

ETN

EATON CORP PLC

4.03%

Shares1.3K

Event2026-06-30

Filed2026-07-16

DHS

WISDOMTREE TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-16

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares7.0K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

New

Shares6.9K

Event2026-06-30

Filed2026-07-16

BSX

BOSTON SCIENTIFIC CORP

-5.30%

Shares12.9K

Event2026-06-30

Filed2026-07-16

YUM

YUM BRANDS INC

-2.69%

Shares3.4K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.06%

Shares1.8K

Event2026-06-30

Filed2026-07-16

ABNB

AIRBNB INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-16

AT&T INC

0.19%

Shares26.0K

Event2026-06-30

Filed2026-07-16

BKNG

BOOKING HOLDINGS INC

5805.88%

Shares3.0K

Event2026-06-30

Filed2026-07-16

AFL

AFLAC INC

1.50%

Shares4.5K

Event2026-06-30

Filed2026-07-16

DELL

DELL TECHNOLOGIES INC

-11.67%

Shares1.2K

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP NEW

2.85%

Shares4.1K

Event2026-06-30

Filed2026-07-16

NUDM

NUSHARES ETF TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

-11.87%

Shares2.8K

Event2026-06-30

Filed2026-07-16

URI

UNITED RENTALS INC

4.22%

Shares445

Event2026-06-30

Filed2026-07-16

VXUS

VANGUARD STAR FDS

21.60%

Shares5.8K

Event2026-06-30

Filed2026-07-16

CRBN

ISHARES TR

0.56%

Shares2.0K

Event2026-06-30

Filed2026-07-16

BANK OF NY MELLON CORP

5.10%

Shares3.4K

Event2026-06-30

Filed2026-07-16

HLT

HILTON WORLDWIDE HLDGS INC

4.52%

Shares1.5K

Event2026-06-30

Filed2026-07-16

ITW

ILLINOIS TOOL WKS INC

-3.93%

Shares1.8K

Event2026-06-30

Filed2026-07-16

PAYX

PAYCHEX INC

6.37%

Shares5.0K

Event2026-06-30

Filed2026-07-16

NUSC

NUSHARES ETF TR

-9.68%

Shares9.1K

Event2026-06-30

Filed2026-07-16

BINC

BLACKROCK ETF TRUST II

New

Shares9.0K

Event2026-06-30

Filed2026-07-16

CMI

CUMMINS INC

1.24%

Shares655

Event2026-06-30

Filed2026-07-16

HIG

HARTFORD INSURANCE GROUP INC

0.64%

Shares3.5K

Event2026-06-30

Filed2026-07-16

IBIT

ISHARES BITCOIN TRUST ETF

21.98%

Shares13.8K

Event2026-06-30

Filed2026-07-16

CSX

CSX CORP

6.39%

Shares9.6K

Event2026-06-30

Filed2026-07-16

NSC

NORFOLK SOUTHN CORP

0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-16

DHR

DANAHER CORP DEL

-0.39%

Shares2.3K

Event2026-06-30

Filed2026-07-16

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-16

PPG

PPG INDS INC

-0.70%

Shares3.5K

Event2026-06-30

Filed2026-07-16

FLEX

FLEX LTD

New

Shares2.6K

Event2026-06-30

Filed2026-07-16

AON

AON PLC

-15.39%

Shares1.3K

Event2026-06-30

Filed2026-07-16

HONEYWELL INTL INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-16

SERVICENOW INC

75.79%

Shares4.2K

Event2026-06-30

Filed2026-07-16

HONEYWELL AEROSPACE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-16

CDE

COEUR MNG INC

New

Shares25.3K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

2.74%

Shares9.7K

Event2026-06-30

Filed2026-07-16

PNC

PNC FINL SVCS GROUP INC

1.40%

Shares1.7K

Event2026-06-30

Filed2026-07-16

SOUTHERN CO

7.02%

Shares4.2K

Event2026-06-30

Filed2026-07-16

MPC

MARATHON PETE CORP

2.39%

Shares1.6K

Event2026-06-30

Filed2026-07-16

SCHB

SCHWAB STRATEGIC TR

New

Shares14.0K

Event2026-06-30

Filed2026-07-16

GILD

GILEAD SCIENCES INC

-1.06%

Shares3.2K

Event2026-06-30

Filed2026-07-16

MCO

MOODYS CORP

-4.05%

Shares877

Event2026-06-30

Filed2026-07-16

AWK

AMERICAN WTR WKS CO INC NEW

-5.42%

Shares3.0K

Event2026-06-30

Filed2026-07-16

VLO

VALERO ENERGY CORP

2.44%

Shares1.5K

Event2026-06-30

Filed2026-07-16

APPLOVIN CORP

6.55%

Shares765

Event2026-06-30

Filed2026-07-16

WASTE MGMT INC DEL

-3.44%

Shares1.7K

Event2026-06-30

Filed2026-07-16

TRANE TECHNOLOGIES PLC

5.57%

Shares777

Event2026-06-30

Filed2026-07-16

UBER

UBER TECHNOLOGIES INC

-6.53%

Shares5.3K

Event2026-06-30

Filed2026-07-16

ANET

ARISTA NETWORKS INC

12.18%

Shares2.2K

Event2026-06-30

Filed2026-07-16

DIS

DISNEY WALT CO

19.80%

Shares3.9K

Event2026-06-30

Filed2026-07-16

IRM

IRON MTN INC DEL

-0.17%

Shares2.9K

Event2026-06-30

Filed2026-07-16

HWM

HOWMET AEROSPACE INC

6.74%

Shares1.3K

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP INC

9.93%

Shares4.9K

Event2026-06-30

Filed2026-07-16

GWW

WW GRAINGER INC

1.97%

Shares259

Event2026-06-30

Filed2026-07-16

SBUX

STARBUCKS CORP

11.31%

Shares3.4K

Event2026-06-30

Filed2026-07-16

QTUM

ETF SER SOLUTIONS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-16

BLACKSTONE INC

0.54%

Shares3.0K

Event2026-06-30

Filed2026-07-16

VIOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-16

BOEING CO

36.48%

Shares1.6K

Event2026-06-30

Filed2026-07-16

RKLB

ROCKET LAB CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-16

PFE

PFIZER INC

-11.97%

Shares13.9K

Event2026-06-30

Filed2026-07-16

COLGATE PALMOLIVE CO

-5.66%

Shares3.6K

Event2026-06-30

Filed2026-07-16

ACCENTURE PLC IRELAND

-50.22%

Shares2.7K

Event2026-06-30

Filed2026-07-16

MAR

MARRIOTT INTL INC NEW

3.76%

Shares855

Event2026-06-30

Filed2026-07-16

CDNS

CADENCE DESIGN SYSTEM INC

8.23%

Shares842

Event2026-06-30

Filed2026-07-16

KMI

KINDER MORGAN INC DEL

6.61%

Shares9.9K

Event2026-06-30

Filed2026-07-16

GENERAL MTRS CO

4.72%

Shares4.0K

Event2026-06-30

Filed2026-07-16

NYF

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL-MYERS SQUIBB CO

-4.52%

Shares5.3K

Event2026-06-30

Filed2026-07-16

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-16

WMB

WILLIAMS COS INC

-22.74%

Shares4.0K

Event2026-06-30

Filed2026-07-16

SFL

SFL CORPORATION LTD

130.09%

Shares29.1K

Event2026-06-30

Filed2026-07-16

ISRG

INTUITIVE SURGICAL INC

-15.59%

Shares731

Event2026-06-30

Filed2026-07-16

QUAL

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

CHD

CHURCH & DWIGHT CO INC

0.07%

Shares3.0K

Event2026-06-30

Filed2026-07-16

NOC

NORTHROP GRUMMAN CORP

-1.91%

Shares566

Event2026-06-30

Filed2026-07-16

IJK

ISHARES TR

0.12%

Shares2.5K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

-1.94%

Shares556

Event2026-06-30

Filed2026-07-16

WELL

WELLTOWER INC

10.11%

Shares1.2K

Event2026-06-30

Filed2026-07-16

VOT

VANGUARD INDEX FDS

New

Shares906

Event2026-06-30

Filed2026-07-16

EELV

INVESCO EXCH TRADED FD TR II

New

Shares9.7K

Event2026-06-30

Filed2026-07-16

S&P GLOBAL INC

2.65%

Shares658

Event2026-06-30

Filed2026-07-16

TRAVELERS COMPANIES INC

2.53%

Shares810

Event2026-06-30

Filed2026-07-16

COHR

COHERENT CORP

New

Shares673

Event2026-06-30

Filed2026-07-16

CBRE

CBRE GROUP INC

-5.93%

Shares1.9K

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELEC PWR CO INC

0.90%

Shares1.9K

Event2026-06-30

Filed2026-07-16

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.5K

Event2026-06-30

Filed2026-07-16

ICF

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-16

SCHF

SCHWAB STRATEGIC TR

0.34%

Shares9.2K

Event2026-06-30

Filed2026-07-16

OEF

ISHARES TR

0.29%

Shares687

Event2026-06-30

Filed2026-07-16

EQIX

EQUINIX INC

4.35%

Shares240

Event2026-06-30

Filed2026-07-16

IJJ

ISHARES TR

0.36%

Shares1.7K

Event2026-06-30

Filed2026-07-16

JOHNSON CONTROLS INTERNATION

3.47%

Shares1.7K

Event2026-06-30

Filed2026-07-16

PSX

PHILLIPS 66

2.14%

Shares1.4K

Event2026-06-30

Filed2026-07-16

WSM

WILLIAMS SONOMA INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-16

PANL

PANGAEA LOGISTICS SOLUTION L

0.00%

Shares37.2K

Event2026-06-30

Filed2026-07-16

VRT

VERTIV HOLDINGS CO

New

Shares721

Event2026-06-30

Filed2026-07-16

CRM

SALESFORCE INC

-51.71%

Shares1.5K

Event2026-06-30

Filed2026-07-16

VTWG

VANGUARD SCOTTSDALE FDS

New

Shares825

Event2026-06-30

Filed2026-07-16

CVS

CVS HEALTH CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

FTNT

FORTINET INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

ASML

ASML HLDG NV

New

Shares117

Event2026-06-30

Filed2026-07-16

III

INFORMATION SVCS GROUP INC

-51.63%

Shares56.5K

Event2026-06-30

Filed2026-07-16

WISDOMTREE TR

0.03%

Shares3.1K

Event2026-06-30

Filed2026-07-16

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares5.1K

Event2026-06-30

Filed2026-07-16

FREEPORT MCMORAN INC

New

Shares3.6K

Event2026-06-30

Filed2026-07-16

TMUS

T-MOBILE US INC

-1.75%

Shares1.4K

Event2026-06-30

Filed2026-07-16

SHW

SHERWIN WILLIAMS CO

New

Shares657

Event2026-06-30

Filed2026-07-16

SELECT SECTOR SPDR TR

0.63%

Shares5.0K

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORP

-2.91%

Shares635

Event2026-06-30

Filed2026-07-16

FIW

FIRST TR EXCHANGE-TRADED FD

-23.29%

Shares2.0K

Event2026-06-30

Filed2026-07-16

IGSB

ISHARES TR

0.90%

Shares4.3K

Event2026-06-30

Filed2026-07-16

EBAY

EBAY INC.

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

CEG

CONSTELLATION ENERGY CORP

7.41%

Shares899

Event2026-06-30

Filed2026-07-16

MSI

MOTOROLA SOLUTIONS INC

-1.48%

Shares533

Event2026-06-30

Filed2026-07-16

NULV

NUSHARES ETF TR

-14.57%

Shares4.4K

Event2026-06-30

Filed2026-07-16

USB

US BANCORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-16

THE CIGNA GROUP

-21.36%

Shares766

Event2026-06-30

Filed2026-07-16

3M CO

-46.76%

Shares1.3K

Event2026-06-30

Filed2026-07-16

ENERGY TRANSFER L P

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-16

SNOWFLAKE INC

New

Shares825

Event2026-06-30

Filed2026-07-16

DOV

DOVER CORP

New

Shares933

Event2026-06-30

Filed2026-07-16

PHO

INVESCO EXCHANGE TRADED FD T

-25.12%

Shares3.0K

Event2026-06-30

Filed2026-07-16

ACV

VIRTUS DIVERSIFIED INCM & CO

New

Shares7.3K

Event2026-06-30

Filed2026-07-16

SYY

SYSCO CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-16

TRMB

TRIMBLE INC

-3.22%

Shares4.0K

Event2026-06-30

Filed2026-07-16

SHLD

GLOBAL X FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-16

OCUL

OCULAR THERAPEUTIX INC

0.00%

Shares17.6K

Event2026-06-30

Filed2026-07-16

ELDN

ELEDON PHARMACEUTICALS INC

41.67%

Shares17.0K

Event2026-06-30

Filed2026-07-16

WOOF

PETCO HEALTH & WELLNESS CO I

0.00%

Shares23.1K

Event2026-06-30

Filed2026-07-16

BLNE

BEELINE HOLDINGS INC

25.00%

Shares50.0K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available