Sponsored

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

Currently, Revolve Wealth Partners, LLC holds 350 types of securities in its portfolio with a total value $961.1M. In the most recent quarter, they have increased their positions in VUG (+74.8K shares, valued at $6.4M), DFAU (+122.8K shares, valued at $6.3M), TBIL (+62.3K shares, valued at $3.1M); decreased their positions in UBER (-5.0K shares, valued at $364.1K), VOO (-438 shares, valued at $300.8K), QQQ (-386 shares, valued at $284.3K); initiated new positions in DFAU (+122.8K shares, valued at $6.3M), N/A (+44.5K shares, valued at $2.5M), DFAI (+58.0K shares, valued at $2.4M).

1M P&L

+8.0M+1.18%

3M P&L

+15.6M+2.32%

HY P&L

-8.7M-1.24%

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/A519.1M

73.8%

2Semiconductors29.9M

4.3%

3Consumer Electronics20.7M

2.9%

Top Industries by Stock Count

1N/A105 stocks

34.7%

2Banks - Regional12 stocks

4.0%

3Semiconductors10 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS361.8K shares1.68%2026-06-302026-07-09

ISHARES TR ISHARES TR532.6K shares1.93%2026-06-302026-07-09

IVAL EA SERIES TRUST1.3M shares2.16%2026-06-302026-07-09

QMOM EA SERIES TRUST411.6K shares1.50%2026-06-302026-07-09

ITAN EA SERIES TRUST747.4K shares2.12%2026-06-302026-07-09

SCHF SCHWAB STRATEGIC TR1.1M shares2.48%2026-06-302026-07-09

SYLD CAMBRIA ETF TR374.2K shares2.74%2026-06-302026-07-09

HYMB SPDR SERIES TRUST1.1M shares4.47%2026-06-302026-07-09

Sponsored

AAPL APPLE INC71.4K shares5.11%2026-06-302026-07-09

TFI SPDR SERIES TRUST449.3K shares2.12%2026-06-302026-07-09

IQDG WISDOMTREE TR454.1K shares4.92%2026-06-302026-07-09

DLN WISDOMTREE TR198.1K shares0.40%2026-06-302026-07-09

DFCF DIMENSIONAL ETF TRUST442.8K shares2.13%2026-06-302026-07-09

SCHZ SCHWAB STRATEGIC TR757.0K shares2.36%2026-06-302026-07-09

AVUV AMERICAN CENTY ETF TR130.0K shares3.37%2026-06-302026-07-09

NVDA NVIDIA CORPORATION78.1K shares9.11%2026-06-302026-07-09

Sponsored

HYD VANECK ETF TRUST299.8K shares1.53%2026-06-302026-07-09

ISHARES TR ISHARES TR20.5K shares14.26%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR421.9K shares-0.16%2026-06-302026-07-09

MUB ISHARES TR123.1K shares9.14%2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR412.4K shares-0.30%2026-06-302026-07-09

MSFT MICROSOFT CORP26.2K shares4.31%2026-06-302026-07-09

TBIL RBB FD INC194.1K shares47.22%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS130.1K shares1.10%2026-06-302026-07-09

Sponsored

VUG VANGUARD INDEX FDS89.8K shares500.52%2026-06-302026-07-09

GOOGL ALPHABET INC18.7K shares3.78%2026-06-302026-07-09

AMZN AMAZON COM INC27.7K shares14.21%2026-06-302026-07-09

DFAU DIMENSIONAL ETF TRUST122.8K sharesnew addition2026-06-302026-07-09

EFG ISHARES TR50.3K shares-1.91%2026-06-302026-07-09

PHB INVESCO EXCH TRADED FD TR II320.4K shares1.91%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC10.3K shares14.72%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC4.7K shares9.05%2026-06-302026-07-09

Sponsored

JMST J P MORGAN EXCHANGE TRADED F105.0K shares114.01%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.1K shares12.64%2026-06-302026-07-09

VXUS VANGUARD STAR FDS59.6K shares0.12%2026-06-302026-07-09

BROADCOM INC BROADCOM INC13.4K shares33.68%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC8.2K shares5.31%2026-06-302026-07-09

GOOG ALPHABET INC13.4K shares30.43%2026-06-302026-07-09

AMGN AMGEN INC12.9K shares-2.71%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO13.6K shares6.22%2026-06-302026-07-09

Sponsored

AVUS AMERICAN CENTY ETF TR34.2K shares114.68%2026-06-302026-07-09

VISA INC VISA INC11.6K shares-1.10%2026-06-302026-07-09

VOO VANGUARD INDEX FDS5.2K shares-7.78%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL7.1K shares3.98%2026-06-302026-07-09

SCHM SCHWAB STRATEGIC TR94.3K shares-2.59%2026-06-302026-07-09

VO VANGUARD INDEX FDS39.5K shares299.21%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR87.9K shares-0.96%2026-06-302026-07-09

QQQ INVESCO QQQ TR4.3K shares-8.32%2026-06-302026-07-09

Sponsored

JNJ JOHNSON & JOHNSON12.0K shares53.22%2026-06-302026-07-09

BOXX EA SERIES TRUST26.1K shares4.70%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR94.5K shares-0.03%2026-06-302026-07-09

IWM ISHARES TR9.7K shares-0.66%2026-06-302026-07-09

EFV ISHARES TR37.3K shares-2.20%2026-06-302026-07-09

COMP COMPASS INC229.7K shares0.03%2026-06-302026-07-09

DFSI DIMENSIONAL ETF TRUST61.9K shares-2.46%2026-06-302026-07-09

TSLA TESLA INC6.3K shares1.74%2026-06-302026-07-09

Sponsored

IJR ISHARES TR17.6K shares-1.08%2026-06-302026-07-09

IXUS ISHARES TR27.0K shares-0.65%2026-06-302026-07-09

MDY STATE STR SPDR S&P MIDCAP 403.6K shares0.00%2026-06-302026-07-09

EA SERIES TRUST EA SERIES TRUST44.5K sharesnew addition2026-06-302026-07-09

NULG NUSHARES ETF TR21.3K shares-5.02%2026-06-302026-07-09

DSI ISHARES TR17.2K shares-3.60%2026-06-302026-07-09

VB VANGUARD INDEX FDS7.9K shares0.63%2026-06-302026-07-09

DFAI DIMENSIONAL ETF TRUST58.0K sharesnew addition2026-06-302026-07-09

Sponsored

NULV NUSHARES ETF TR44.6K shares-1.97%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC18.4K shares84.24%2026-06-302026-07-09

LLY ELI LILLY & CO1.8K shares11.34%2026-06-302026-07-09

ABBVIE INC ABBVIE INC8.0K shares2.26%2026-06-302026-07-09

IWF ISHARES TR16.0K shares264.05%2026-06-302026-07-09

EA SERIES TRUST EA SERIES TRUST37.2K shares-1.25%2026-06-302026-07-09

IJH ISHARES TR25.4K shares-1.17%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC2.7K shares100.30%2026-06-302026-07-09

Sponsored

TOL TOLL BROTHERS INC11.8K shares0.31%2026-06-302026-07-09

IWD ISHARES TR8.0K sharesnew addition2026-06-302026-07-09

DFSV DIMENSIONAL ETF TRUST48.6K shares51.07%2026-06-302026-07-09

CL COLGATE PALMOLIVE CO19.2K shares37.43%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.3K shares0.75%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP12.5K shares10.45%2026-06-302026-07-09

NUSC NUSHARES ETF TR32.3K shares-0.26%2026-06-302026-07-09

AVSD AMERICAN CENTY ETF TR20.1K shares-2.66%2026-06-302026-07-09

Sponsored

WMT WALMART INC13.7K shares38.02%2026-06-302026-07-09

DFAC DIMENSIONAL ETF TRUST34.3K sharesnew addition2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC1.5K shares79.17%2026-06-302026-07-09

VOE VANGUARD INDEX FDS7.6K shares-0.77%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.6K shares7.97%2026-06-302026-07-09

DMXF ISHARES TR17.7K shares-2.66%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T6.8K sharesnew addition2026-06-302026-07-09

AAUS EA SERIES TRUST23.4K shares0.00%2026-06-302026-07-09

Sponsored

DAL DELTA AIR LINES INC14.7K sharesnew addition2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION7.1K shares32.17%2026-06-302026-07-09

NUSHARES ETF TR NUSHARES ETF TR29.0K shares-0.22%2026-06-302026-07-09

C CITIGROUP INC8.8K shares246.75%2026-06-302026-07-09

GE GE AEROSPACE3.3K shares3.58%2026-06-302026-07-09

CVX CHEVRON CORPORATION7.3K shares74.57%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares1.92%2026-06-302026-07-09

NUMG NUSHARES ETF TR25.1K shares1.76%2026-06-302026-07-09

Sponsored

BAC BANK OF AMER CORP20.4K shares33.98%2026-06-302026-07-09

HD HOME DEPOT INC3.3K shares41.74%2026-06-302026-07-09

SNX TD SYNNEX CORPORATION4.2K sharesnew addition2026-06-302026-07-09

EOG EOG RES INC8.6K sharesnew addition2026-06-302026-07-09

GLD SPDR GOLD TR2.9K shares381.77%2026-06-302026-07-09

MCD MCDONALDS CORP3.9K shares208.84%2026-06-302026-07-09

VLY VALLEY NATL BANCORP69.1K sharesnew addition2026-06-302026-07-09

IWP ISHARES TR6.9K shares-2.61%2026-06-302026-07-09

Sponsored

INTC INTEL CORP7.0K shares31.94%2026-06-302026-07-09

ORACLE CORP ORACLE CORP6.7K shares33.58%2026-06-302026-07-09

WMB WILLIAMS COS INC13.1K shares332.89%2026-06-302026-07-09

PNC PNC FINL SVCS GROUP INC3.9K sharesnew addition2026-06-302026-07-09

FNDX SCHWAB STRATEGIC TR31.2K shares-8.23%2026-06-302026-07-09

IWS ISHARES TR5.8K shares-1.95%2026-06-302026-07-09

VTEB VANGUARD MUN BD FDS19.0K shares-5.50%2026-06-302026-07-09

BWA BORGWARNER INC14.4K sharesnew addition2026-06-302026-07-09

Sponsored

ETN EATON CORP PLC2.2K shares127.81%2026-06-302026-07-09

LRCX LAM RESEARCH CORP2.1K shares10.88%2026-06-302026-07-09

USFD US FOODS HLDG CORP9.1K sharesnew addition2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F15.5K shares-2.22%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS3.8K shares-1.08%2026-06-302026-07-09

VOT VANGUARD INDEX FDS2.9K shares-1.47%2026-06-302026-07-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL929 sharesnew addition2026-06-302026-07-09

GEV GE VERNOVA INC751 shares8.84%2026-06-302026-07-09

Sponsored

COLB COLUMBIA BKG SYS INC26.9K sharesnew addition2026-06-302026-07-09

CAT CATERPILLAR INC806 shares3.73%2026-06-302026-07-09

PG PROCTER & GAMBLE CO5.7K shares2.46%2026-06-302026-07-09

AME AMETEK INC3.4K sharesnew addition2026-06-302026-07-09

SHEL SHELL PLC10.6K sharesnew addition2026-06-302026-07-09

CSX CSX CORP17.3K shares-6.39%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS2.9K shares29.61%2026-06-302026-07-09

CLH CLEAN HARBORS INC2.7K sharesnew addition2026-06-302026-07-09

Sponsored

ADI ANALOG DEVICES INC2.0K shares3.67%2026-06-302026-07-09

LIN LINDE PLC1.5K shares84.27%2026-06-302026-07-09

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP2.5K shares2.45%2026-06-302026-07-09

NETFLIX INC. NETFLIX INC.11.1K shares-0.55%2026-06-302026-07-09

EEM ISHARES TR11.6K shares-0.04%2026-06-302026-07-09

AVLV AMERICAN CENTY ETF TR8.6K shares110.36%2026-06-302026-07-09

CAH CARDINAL HEALTH INC3.3K sharesnew addition2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K sharesnew addition2026-06-302026-07-09

Sponsored

ABT ABBOTT LABORATORIES8.5K shares124.59%2026-06-302026-07-09

AVDE AMERICAN CENTY ETF TR8.6K shares102.63%2026-06-302026-07-09

EFA ISHARES TR7.3K shares0.01%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC6.4K shares-1.73%2026-06-302026-07-09

ASML ASML HLDG NV377 sharesnew addition2026-06-302026-07-09

KO COCA COLA CO9.2K shares6.48%2026-06-302026-07-09

CVS CVS HEALTH CORP7.1K shares127.34%2026-06-302026-07-09

CHUBB LIMITED CHUBB LIMITED2.2K shares151.29%2026-06-302026-07-09

Sponsored

MRK MERCK & CO INC5.7K shares6.30%2026-06-302026-07-09

KLAC KLA CORP2.4K shares948.91%2026-06-302026-07-09

PXF INVESCO EXCH TRADED FD TR II9.5K shares0.00%2026-06-302026-07-09

APH AMPHENOL CORP4.1K shares6.02%2026-06-302026-07-09

UNP UNION PAC CORP2.6K shares189.87%2026-06-302026-07-09

FNDF SCHWAB STRATEGIC TR13.3K shares-11.59%2026-06-302026-07-09

SGOV ISHARES TR6.9K sharesnew addition2026-06-302026-07-09

PRFZ INVESCO EXCHANGE TRADED FD T12.4K shares-4.27%2026-06-302026-07-09

Sponsored

ISRG INTUITIVE SURGICAL INC1.7K shares-6.19%2026-06-302026-07-09

GILD GILEAD SCIENCES INC5.5K shares52.32%2026-06-302026-07-09

SPMD SPDR SERIES TRUST10.2K shares0.00%2026-06-302026-07-09

ATO ATMOS ENERGY CORP4.0K sharesnew addition2026-06-302026-07-09

RJF RAYMOND JAMES FINL INC4.5K shares115.98%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO2.0K shares26.42%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC7.5K shares56.43%2026-06-302026-07-09

ROK ROCKWELL AUTOMATION INC1.3K shares5.20%2026-06-302026-07-09

Sponsored

BX BLACKSTONE INC5.4K shares3.82%2026-06-302026-07-09

MELI MERCADOLIBRE INC376 sharesnew addition2026-06-302026-07-09

PRF INVESCO EXCHANGE TRADED FD T11.8K shares0.00%2026-06-302026-07-09

CW CURTISS WRIGHT CORP832 sharesnew addition2026-06-302026-07-09

ISHARES TR ISHARES TR6.3K shares0.03%2026-06-302026-07-09

IWY ISHARES TR2.1K shares0.00%2026-06-302026-07-09

MUSA MURPHY USA INC1.1K sharesnew addition2026-06-302026-07-09

IEMG ISHARES INC7.4K shares0.00%2026-06-302026-07-09

Sponsored

ESI ELEMENT SOLUTIONS INC12.4K sharesnew addition2026-06-302026-07-09

AVY AVERY DENNISON CORP3.6K sharesnew addition2026-06-302026-07-09

FLS FLOWSERVE CORP8.0K sharesnew addition2026-06-302026-07-09

CSL CARLISLE COS INC1.6K sharesnew addition2026-06-302026-07-09

APD AIR PRODUCTS AND CHEMICALS I2.0K shares0.45%2026-06-302026-07-09

DFAE DIMENSIONAL ETF TRUST14.0K sharesnew addition2026-06-302026-07-09

ZBRA ZEBRA TECHNOLOGIES CORPORATI2.1K sharesnew addition2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR18.8K shares-0.94%2026-06-302026-07-09

Sponsored

TGT TARGET CORP4.2K sharesnew addition2026-06-302026-07-09

VTV VANGUARD INDEX FDS2.5K shares-8.33%2026-06-302026-07-09

SUB ISHARES TR5.0K shares0.00%2026-06-302026-07-09

LEN LENNAR CORP5.8K shares-5.49%2026-06-302026-07-09

BITW BITWISE 10 CRYPTO INDEX ETF13.8K shares-0.38%2026-06-302026-07-09

ESE ESCO TECHNOLOGIES INC1.5K sharesnew addition2026-06-302026-07-09

WFC WELLS FARGO & CO6.2K shares26.81%2026-06-302026-07-09

IDEXX LABS INC IDEXX LABS INC963 shares7.60%2026-06-302026-07-09

Sponsored

CNI CANADIAN NATL RY CO4.2K sharesnew addition2026-06-302026-07-09

SERVICENOW INC SERVICENOW INC5.0K shares15.26%2026-06-302026-07-09

PXH INVESCO EXCH TRADED FD TR II17.5K shares-4.10%2026-06-302026-07-09

SAIA SAIA INC1.2K sharesnew addition2026-06-302026-07-09

PM PHILIP MORRIS INTL INC2.7K shares5.94%2026-06-302026-07-09

RL RALPH LAUREN CORP1.2K sharesnew addition2026-06-302026-07-09

IWV ISHARES TR1.1K shares0.18%2026-06-302026-07-09

TXN TEXAS INSTRS INC1.6K shares52.51%2026-06-302026-07-09

Sponsored

SNDK SANDISK CORP206 sharesnew addition2026-06-302026-07-09

PNFP PINNACLE FINL PARTNERS INC4.6K sharesnew addition2026-06-302026-07-09

DIS DISNEY WALT CO4.8K shares7.26%2026-06-302026-07-09

TJX TJX COS INC NEW3.1K shares17.80%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC1.4K sharesnew addition2026-06-302026-07-09

OHI OMEGA HEALTHCARE INVS INC9.7K sharesnew addition2026-06-302026-07-09

Q QNITY ELECTRONICS INC2.8K sharesnew addition2026-06-302026-07-09

SXI STANDEX INTL CORP1.3K sharesnew addition2026-06-302026-07-09

Sponsored

ED CONSOLIDATED EDISON INC4.1K shares6.38%2026-06-302026-07-09

MS MORGAN STANLEY2.2K shares7.50%2026-06-302026-07-09

HONEYWELL INTL INC HONEYWELL INTL INC2.0K sharesnew addition2026-06-302026-07-09

HUM HUMANA INC1.1K sharesnew addition2026-06-302026-07-09

ANET ARISTA NETWORKS INC2.6K shares4.02%2026-06-302026-07-09

APPLOVIN CORP APPLOVIN CORP851 shares2.78%2026-06-302026-07-09

PLXS PLEXUS CORP1.4K sharesnew addition2026-06-302026-07-09

WCN WASTE CONNECTIONS INC2.6K sharesnew addition2026-06-302026-07-09

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.9K sharesnew addition2026-06-302026-07-09

MLM MARTIN MARIETTA MATLS INC745 sharesnew addition2026-06-302026-07-09

DUK DUKE ENERGY CORP NEW3.4K shares8.03%2026-06-302026-07-09

GBCI GLACIER BANCORP INC NEW8.2K sharesnew addition2026-06-302026-07-09

FNV FRANCO NEV CORP2.0K sharesnew addition2026-06-302026-07-09

DEXCOM INC DEXCOM INC6.3K shares0.14%2026-06-302026-07-09

PRMB PRIMO BRANDS CORPORATION17.1K sharesnew addition2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC1.4K sharesnew addition2026-06-302026-07-09

Sponsored

OKE ONEOK INC NEW4.7K shares-14.23%2026-06-302026-07-09

XSOE WISDOMTREE TR8.3K shares0.00%2026-06-302026-07-09

COF CAPITAL ONE FINL CORP2.0K shares3.07%2026-06-302026-07-09

FEZ SPDR INDEX SHS FDS5.9K sharesnew addition2026-06-302026-07-09

ADVANCED ENERGY INDS ADVANCED ENERGY INDS1.1K sharesnew addition2026-06-302026-07-09

BKNG BOOKING HOLDINGS INC2.2K sharesnew addition2026-06-302026-07-09

BK BANK OF NY MELLON CORP2.8K shares7.12%2026-06-302026-07-09

EMR EMERSON ELEC CO2.8K shares20.09%2026-06-302026-07-09

Sponsored

QCOM QUALCOMM INC2.1K shares10.36%2026-06-302026-07-09

VV VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-07-09

AON AON PLC1.2K sharesnew addition2026-06-302026-07-09

TWLO TWILIO INC1.8K sharesnew addition2026-06-302026-07-09

SHV ISHARES TR3.4K sharesnew addition2026-06-302026-07-09

VRSK VERISK ANALYTICS INC2.1K sharesnew addition2026-06-302026-07-09

MMC MARSH & MCLENNAN COS INC2.2K sharesnew addition2026-06-302026-07-09

IWR ISHARES TR3.4K shares0.00%2026-06-302026-07-09

Sponsored

PH PARKER-HANNIFIN CORP378 shares1.89%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC8.7K shares1.29%2026-06-302026-07-09

PEP PEPSICO INC2.7K shares1.01%2026-06-302026-07-09

MTD METTLER TOLEDO INTERNATIONAL287 shares0.00%2026-06-302026-07-09

BN BROOKFIELD CORP8.6K sharesnew addition2026-06-302026-07-09

WDC WESTERN DIGITAL CORP572 sharesnew addition2026-06-302026-07-09

GBTC GRAYSCALE BITCOIN TRUST ETF8.0K shares0.00%2026-06-302026-07-09

EXR EXTRA SPACE STORAGE INC2.5K sharesnew addition2026-06-302026-07-09

Sponsored

DIA STATE STR SPDR DOW JONES IND685 shares17.29%2026-06-302026-07-09

ADOBE INC ADOBE INC1.7K shares44.64%2026-06-302026-07-09

BCO BRINKS CO3.8K sharesnew addition2026-06-302026-07-09

CRM SALESFORCE INC2.3K shares42.84%2026-06-302026-07-09

DHR DANAHER CORP DEL1.8K shares-3.25%2026-06-302026-07-09

UBSI UNITED BANKSHARES INC WEST V7.7K sharesnew addition2026-06-302026-07-09

ACA ARCOSA INC2.4K sharesnew addition2026-06-302026-07-09

T AT&T INC16.8K shares-8.07%2026-06-302026-07-09

Sponsored

CRH CRH PLC3.2K sharesnew addition2026-06-302026-07-09

NTAP NETAPP INC2.2K sharesnew addition2026-06-302026-07-09

BLK BLACKROCK INC350 shares6.06%2026-06-302026-07-09

HSY HERSHEY CO1.9K sharesnew addition2026-06-302026-07-09

GD GENERAL DYNAMICS CORP933 shares10.41%2026-06-302026-07-09

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.4K sharesnew addition2026-06-302026-07-09

SYK STRYKER CORPORATION1.0K sharesnew addition2026-06-302026-07-09

PEG PUBLIC SVC ENTERPRISE GROUP3.9K shares1.72%2026-06-302026-07-09

Sponsored

GLW CORNING INC1.2K sharesnew addition2026-06-302026-07-09

WELL WELLTOWER INC1.4K shares3.34%2026-06-302026-07-09

BA BOEING CO1.5K shares10.82%2026-06-302026-07-09

IUSG ISHARES TR1.7K shares-0.95%2026-06-302026-07-09

ICSH ISHARES TR6.2K sharesnew addition2026-06-302026-07-09

RACE FERRARI N V824 sharesnew addition2026-06-302026-07-09

SCHV SCHWAB STRATEGIC TR8.7K shares-6.81%2026-06-302026-07-09

CVBF CVB FINL CORP13.4K sharesnew addition2026-06-302026-07-09

Sponsored

TPR TAPESTRY INC2.1K shares2.43%2026-06-302026-07-09

PFE PFIZER INC12.5K shares9.75%2026-06-302026-07-09

ROAD CONSTRUCTION PARTNERS INC2.5K sharesnew addition2026-06-302026-07-09

BJ BJS WHSL CLUB HLDGS INC3.5K sharesnew addition2026-06-302026-07-09

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.1K sharesnew addition2026-06-302026-07-09

ONB OLD NATL BANCORP IND11.6K sharesnew addition2026-06-302026-07-09

ITW ILLINOIS TOOL WKS INC1.1K sharesnew addition2026-06-302026-07-09

PGR PROGRESSIVE CORP1.4K shares16.82%2026-06-302026-07-09

Sponsored

CDNS CADENCE DESIGN SYSTEM INC779 sharesnew addition2026-06-302026-07-09

RYN RAYONIER INC13.7K sharesnew addition2026-06-302026-07-09

DELL DELL TECHNOLOGIES INC671 sharesnew addition2026-06-302026-07-09

IAU ISHARES GOLD TR3.8K shares0.00%2026-06-302026-07-09

BDX BECTON DICKINSON & CO1.9K sharesnew addition2026-06-302026-07-09

MCK MCKESSON CORP372 shares4.20%2026-06-302026-07-09

AVEM AMERICAN CENTY ETF TR2.9K sharesnew addition2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC553 shares-1.43%2026-06-302026-07-09

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC831 shares19.40%2026-06-302026-07-09

ALL ALLSTATE CORP1.2K shares14.07%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS3.7K shares-18.44%2026-06-302026-07-09

INTU INTUIT1.0K shares22.12%2026-06-302026-07-09

IWB ISHARES TR656 shares-1.06%2026-06-302026-07-09

KEYS KEYSIGHT TECHNOLOGIES INC763 sharesnew addition2026-06-302026-07-09

SOUTHERN CO SOUTHERN CO2.8K shares9.83%2026-06-302026-07-09

ROST ROSS STORES INC1.2K shares19.38%2026-06-302026-07-09

Sponsored

MPWR MONOLITHIC PWR SYS INC190 shares2.70%2026-06-302026-07-09

EWL ISHARES INC4.1K sharesnew addition2026-06-302026-07-09

CARR CARRIER GLOBAL CORPORATION3.5K sharesnew addition2026-06-302026-07-09

ASTRAZENECA PLC ASTRAZENECA PLC1.3K sharesnew addition2026-06-302026-07-09

IDV ISHARES TR6.0K sharesnew addition2026-06-302026-07-09

IBP INSTALLED BLDG PRODS INC1.1K sharesnew addition2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR1.3K sharesnew addition2026-06-302026-07-09

QUANTA SVCS INC QUANTA SVCS INC339 sharesnew addition2026-06-302026-07-09

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL1.1K shares-1.44%2026-06-302026-07-09

CMI CUMMINS INC341 sharesnew addition2026-06-302026-07-09

WPC WP CAREY INC3.4K sharesnew addition2026-06-302026-07-09

ICUI ICU MED INC1.7K sharesnew addition2026-06-302026-07-09

AMERIPRISE FINL INC AMERIPRISE FINL INC529 shares4.96%2026-06-302026-07-09

TT TRANE TECHNOLOGIES PLC494 sharesnew addition2026-06-302026-07-09

MO ALTRIA GROUP INC3.4K shares-5.97%2026-06-302026-07-09

INSULET CORP INSULET CORP1.6K shares1.21%2026-06-302026-07-09

Sponsored

XBIL RBB FD INC4.8K shares0.67%2026-06-302026-07-09

WLY WILEY JOHN & SONS INC4.9K sharesnew addition2026-06-302026-07-09

VXF VANGUARD INDEX FDS966 sharesnew addition2026-06-302026-07-09

LOW LOWES COS INC1.1K shares-8.76%2026-06-302026-07-09

LFUS LITTELFUSE INC515 sharesnew addition2026-06-302026-07-09

GM GENERAL MTRS CO3.0K shares3.90%2026-06-302026-07-09

DTE DTE ENERGY CO1.5K shares8.66%2026-06-302026-07-09

DE DEERE & CO364 sharesnew addition2026-06-302026-07-09

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.0K shares3.69%2026-06-302026-07-09

EMB ISHARES TR2.4K sharesnew addition2026-06-302026-07-09

NU NU HLDGS LTD16.9K sharesnew addition2026-06-302026-07-09

SBUX STARBUCKS CORP2.2K sharesnew addition2026-06-302026-07-09

NGG NATIONAL GRID PLC2.7K sharesnew addition2026-06-302026-07-09

HAEMONETICS CORP MASS HAEMONETICS CORP MASS3.0K sharesnew addition2026-06-302026-07-09

INDB INDEPENDENT BK CORP MASS2.6K sharesnew addition2026-06-302026-07-09

ESGD ISHARES TR2.1K shares0.05%2026-06-302026-07-09

Sponsored

OBK ORIGIN BANCORP INC4.3K sharesnew addition2026-06-302026-07-09

SHOP SHOPIFY INC1.9K shares-14.36%2026-06-302026-07-09

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-09

SFY TIDAL TRUST I1.5K sharesnew addition2026-06-302026-07-09

ETR ENTERGY CORP NEW1.9K sharesnew addition2026-06-302026-07-09

DES WISDOMTREE TR5.3K sharesnew addition2026-06-302026-07-09

EBAY EBAY INC.1.9K sharesnew addition2026-06-302026-07-09

FTNT FORTINET INC1.4K sharesnew addition2026-06-302026-07-09

Sponsored

S&P GLOBAL INC S&P GLOBAL INC519 shares9.49%2026-06-302026-07-09

UBER UBER TECHNOLOGIES INC2.9K shares-63.32%2026-06-302026-07-09

MGY MAGNOLIA OIL & GAS CORP8.2K sharesnew addition2026-06-302026-07-09

CWST CASELLA WASTE SYS INC2.2K sharesnew addition2026-06-302026-07-09

HIG HARTFORD INSURANCE GROUP INC1.6K shares3.99%2026-06-302026-07-09

BDC BELDEN INC1.7K sharesnew addition2026-06-302026-07-09

PLUS EPLUS INC2.5K sharesnew addition2026-06-302026-07-09

LKFN LAKELAND FINL CORP3.3K sharesnew addition2026-06-302026-07-09

Sponsored

EW EDWARDS LIFESCIENCES CORP2.3K sharesnew addition2026-06-302026-07-09

TXT TEXTRON INC2.2K sharesnew addition2026-06-302026-07-09

DORM DORMAN PRODS INC1.5K sharesnew addition2026-06-302026-07-09

MOD MODINE MFG CO758 sharesnew addition2026-06-302026-07-09

VEEV VEEVA SYS INC1.1K shares-1.90%2026-06-302026-07-09

SCHW SCHWAB CHARLES CORP2.2K shares-0.37%2026-06-302026-07-09

FIX COMFORT SYS USA INC101 sharesnew addition2026-06-302026-07-09

ADCT ADC THERAPEUTICS SA100.0K sharesnew addition2026-06-302026-07-09

Sponsored

JBI JANUS INTERNATIONAL GROUP IN12.6K sharesnew addition2026-06-302026-07-09

RIG TRANSOCEAN LTD12.6K shares0.45%2026-06-302026-07-09

ELDN ELEDON PHARMACEUTICALS INC14.1K shares0.00%2026-06-302026-07-09

BLND BLEND LABS INC31.5K shares-0.85%2026-06-302026-07-09

WTI W & T OFFSHORE INC10.1K shares-1.86%2026-06-302026-07-09

NUKK T3 DEFENSE INC14.6K sharesnew addition2026-06-302026-07-09

VANGUARD INDEX FDS

1.68%

Shares361.8K

Event2026-06-30

Filed2026-07-09

ISHARES TR

1.93%

Shares532.6K

Event2026-06-30

Filed2026-07-09

IVAL

EA SERIES TRUST

2.16%

Shares1.3M

Event2026-06-30

Filed2026-07-09

QMOM

EA SERIES TRUST

1.50%

Shares411.6K

Event2026-06-30

Filed2026-07-09

ITAN

EA SERIES TRUST

2.12%

Shares747.4K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

2.48%

Shares1.1M

Event2026-06-30

Filed2026-07-09

SYLD

CAMBRIA ETF TR

2.74%

Shares374.2K

Event2026-06-30

Filed2026-07-09

HYMB

SPDR SERIES TRUST

4.47%

Shares1.1M

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

5.11%

Shares71.4K

Event2026-06-30

Filed2026-07-09

TFI

SPDR SERIES TRUST

2.12%

Shares449.3K

Event2026-06-30

Filed2026-07-09

IQDG

WISDOMTREE TR

4.92%

Shares454.1K

Event2026-06-30

Filed2026-07-09

DLN

WISDOMTREE TR

0.40%

Shares198.1K

Event2026-06-30

Filed2026-07-09

DFCF

DIMENSIONAL ETF TRUST

2.13%

Shares442.8K

Event2026-06-30

Filed2026-07-09

SCHZ

SCHWAB STRATEGIC TR

2.36%

Shares757.0K

Event2026-06-30

Filed2026-07-09

AVUV

AMERICAN CENTY ETF TR

3.37%

Shares130.0K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

9.11%

Shares78.1K

Event2026-06-30

Filed2026-07-09

HYD

VANECK ETF TRUST

1.53%

Shares299.8K

Event2026-06-30

Filed2026-07-09

ISHARES TR

14.26%

Shares20.5K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

-0.16%

Shares421.9K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

9.14%

Shares123.1K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

-0.30%

Shares412.4K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

4.31%

Shares26.2K

Event2026-06-30

Filed2026-07-09

TBIL

RBB FD INC

47.22%

Shares194.1K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

1.10%

Shares130.1K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

500.52%

Shares89.8K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

3.78%

Shares18.7K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

14.21%

Shares27.7K

Event2026-06-30

Filed2026-07-09

DFAU

DIMENSIONAL ETF TRUST

New

Shares122.8K

Event2026-06-30

Filed2026-07-09

EFG

ISHARES TR

-1.91%

Shares50.3K

Event2026-06-30

Filed2026-07-09

PHB

INVESCO EXCH TRADED FD TR II

1.91%

Shares320.4K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

14.72%

Shares10.3K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

9.05%

Shares4.7K

Event2026-06-30

Filed2026-07-09

JMST

J P MORGAN EXCHANGE TRADED F

114.01%

Shares105.0K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

12.64%

Shares7.1K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

0.12%

Shares59.6K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

33.68%

Shares13.4K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

5.31%

Shares8.2K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

30.43%

Shares13.4K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

-2.71%

Shares12.9K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

6.22%

Shares13.6K

Event2026-06-30

Filed2026-07-09

AVUS

AMERICAN CENTY ETF TR

114.68%

Shares34.2K

Event2026-06-30

Filed2026-07-09

VISA INC

-1.10%

Shares11.6K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

-7.78%

Shares5.2K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.98%

Shares7.1K

Event2026-06-30

Filed2026-07-09

SCHM

SCHWAB STRATEGIC TR

-2.59%

Shares94.3K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

299.21%

Shares39.5K

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

-0.96%

Shares87.9K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

-8.32%

Shares4.3K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

53.22%

Shares12.0K

Event2026-06-30

Filed2026-07-09

BOXX

EA SERIES TRUST

4.70%

Shares26.1K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

-0.03%

Shares94.5K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

-0.66%

Shares9.7K

Event2026-06-30

Filed2026-07-09

EFV

ISHARES TR

-2.20%

Shares37.3K

Event2026-06-30

Filed2026-07-09

COMP

COMPASS INC

0.03%

Shares229.7K

Event2026-06-30

Filed2026-07-09

DFSI

DIMENSIONAL ETF TRUST

-2.46%

Shares61.9K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

1.74%

Shares6.3K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

-1.08%

Shares17.6K

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES TR

-0.65%

Shares27.0K

Event2026-06-30

Filed2026-07-09

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-09

EA SERIES TRUST

New

Shares44.5K

Event2026-06-30

Filed2026-07-09

NULG

NUSHARES ETF TR

-5.02%

Shares21.3K

Event2026-06-30

Filed2026-07-09

DSI

ISHARES TR

-3.60%

Shares17.2K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.63%

Shares7.9K

Event2026-06-30

Filed2026-07-09

DFAI

DIMENSIONAL ETF TRUST

New

Shares58.0K

Event2026-06-30

Filed2026-07-09

NULV

NUSHARES ETF TR

-1.97%

Shares44.6K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

84.24%

Shares18.4K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

11.34%

Shares1.8K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

2.26%

Shares8.0K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

264.05%

Shares16.0K

Event2026-06-30

Filed2026-07-09

EA SERIES TRUST

-1.25%

Shares37.2K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

-1.17%

Shares25.4K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

100.30%

Shares2.7K

Event2026-06-30

Filed2026-07-09

TOL

TOLL BROTHERS INC

0.31%

Shares11.8K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

New

Shares8.0K

Event2026-06-30

Filed2026-07-09

DFSV

DIMENSIONAL ETF TRUST

51.07%

Shares48.6K

Event2026-06-30

Filed2026-07-09

COLGATE PALMOLIVE CO

37.43%

Shares19.2K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

0.75%

Shares3.3K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

10.45%

Shares12.5K

Event2026-06-30

Filed2026-07-09

NUSC

NUSHARES ETF TR

-0.26%

Shares32.3K

Event2026-06-30

Filed2026-07-09

AVSD

AMERICAN CENTY ETF TR

-2.66%

Shares20.1K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

38.02%

Shares13.7K

Event2026-06-30

Filed2026-07-09

DFAC

DIMENSIONAL ETF TRUST

New

Shares34.3K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

79.17%

Shares1.5K

Event2026-06-30

Filed2026-07-09

VOE

VANGUARD INDEX FDS

-0.77%

Shares7.6K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

7.97%

Shares3.6K

Event2026-06-30

Filed2026-07-09

DMXF

ISHARES TR

-2.66%

Shares17.7K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares6.8K

Event2026-06-30

Filed2026-07-09

AAUS

EA SERIES TRUST

0.00%

Shares23.4K

Event2026-06-30

Filed2026-07-09

DAL

DELTA AIR LINES INC

New

Shares14.7K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

32.17%

Shares7.1K

Event2026-06-30

Filed2026-07-09

NUSHARES ETF TR

-0.22%

Shares29.0K

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

246.75%

Shares8.8K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

3.58%

Shares3.3K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

74.57%

Shares7.3K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

1.92%

Shares1.3K

Event2026-06-30

Filed2026-07-09

NUMG

NUSHARES ETF TR

1.76%

Shares25.1K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

33.98%

Shares20.4K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

41.74%

Shares3.3K

Event2026-06-30

Filed2026-07-09

SNX

TD SYNNEX CORPORATION

New

Shares4.2K

Event2026-06-30

Filed2026-07-09

EOG

EOG RES INC

New

Shares8.6K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

381.77%

Shares2.9K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

208.84%

Shares3.9K

Event2026-06-30

Filed2026-07-09

VLY

VALLEY NATL BANCORP

New

Shares69.1K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

-2.61%

Shares6.9K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

31.94%

Shares7.0K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

33.58%

Shares6.7K

Event2026-06-30

Filed2026-07-09

WMB

WILLIAMS COS INC

332.89%

Shares13.1K

Event2026-06-30

Filed2026-07-09

PNC

PNC FINL SVCS GROUP INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-09

FNDX

SCHWAB STRATEGIC TR

-8.23%

Shares31.2K

Event2026-06-30

Filed2026-07-09

IWS

ISHARES TR

-1.95%

Shares5.8K

Event2026-06-30

Filed2026-07-09

VTEB

VANGUARD MUN BD FDS

-5.50%

Shares19.0K

Event2026-06-30

Filed2026-07-09

BWA

BORGWARNER INC

New

Shares14.4K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

127.81%

Shares2.2K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

10.88%

Shares2.1K

Event2026-06-30

Filed2026-07-09

USFD

US FOODS HLDG CORP

New

Shares9.1K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-2.22%

Shares15.5K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

-1.08%

Shares3.8K

Event2026-06-30

Filed2026-07-09

VOT

VANGUARD INDEX FDS

-1.47%

Shares2.9K

Event2026-06-30

Filed2026-07-09

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares929

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

8.84%

Shares751

Event2026-06-30

Filed2026-07-09

COLB

COLUMBIA BKG SYS INC

New

Shares26.9K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

3.73%

Shares806

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

2.46%

Shares5.7K

Event2026-06-30

Filed2026-07-09

AME

AMETEK INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-09

SHEL

SHELL PLC

New

Shares10.6K

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP

-6.39%

Shares17.3K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

29.61%

Shares2.9K

Event2026-06-30

Filed2026-07-09

CLH

CLEAN HARBORS INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-09

ADI

ANALOG DEVICES INC

3.67%

Shares2.0K

Event2026-06-30

Filed2026-07-09

LIN

LINDE PLC

84.27%

Shares1.5K

Event2026-06-30

Filed2026-07-09

ROYAL CARIBBEAN GROUP

2.45%

Shares2.5K

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

-0.55%

Shares11.1K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES TR

-0.04%

Shares11.6K

Event2026-06-30

Filed2026-07-09

AVLV

AMERICAN CENTY ETF TR

110.36%

Shares8.6K

Event2026-06-30

Filed2026-07-09

CAH

CARDINAL HEALTH INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares1.6K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

124.59%

Shares8.5K

Event2026-06-30

Filed2026-07-09

AVDE

AMERICAN CENTY ETF TR

102.63%

Shares8.6K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

0.01%

Shares7.3K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

-1.73%

Shares6.4K

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

New

Shares377

Event2026-06-30

Filed2026-07-09

COCA COLA CO

6.48%

Shares9.2K

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP

127.34%

Shares7.1K

Event2026-06-30

Filed2026-07-09

CHUBB LIMITED

151.29%

Shares2.2K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

6.30%

Shares5.7K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

948.91%

Shares2.4K

Event2026-06-30

Filed2026-07-09

PXF

INVESCO EXCH TRADED FD TR II

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP

6.02%

Shares4.1K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

189.87%

Shares2.6K

Event2026-06-30

Filed2026-07-09

FNDF

SCHWAB STRATEGIC TR

-11.59%

Shares13.3K

Event2026-06-30

Filed2026-07-09

SGOV

ISHARES TR

New

Shares6.9K

Event2026-06-30

Filed2026-07-09

PRFZ

INVESCO EXCHANGE TRADED FD T

-4.27%

Shares12.4K

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC

-6.19%

Shares1.7K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

52.32%

Shares5.5K

Event2026-06-30

Filed2026-07-09

SPMD

SPDR SERIES TRUST

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-09

ATO

ATMOS ENERGY CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-09

RJF

RAYMOND JAMES FINL INC

115.98%

Shares4.5K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

26.42%

Shares2.0K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

56.43%

Shares7.5K

Event2026-06-30

Filed2026-07-09

ROK

ROCKWELL AUTOMATION INC

5.20%

Shares1.3K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

3.82%

Shares5.4K

Event2026-06-30

Filed2026-07-09

MELI

MERCADOLIBRE INC

New

Shares376

Event2026-06-30

Filed2026-07-09

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-09

CURTISS WRIGHT CORP

New

Shares832

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.03%

Shares6.3K

Event2026-06-30

Filed2026-07-09

IWY

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

MUSA

MURPHY USA INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-09

ESI

ELEMENT SOLUTIONS INC

New

Shares12.4K

Event2026-06-30

Filed2026-07-09

AVY

AVERY DENNISON CORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-09

FLS

FLOWSERVE CORP

New

Shares8.0K

Event2026-06-30

Filed2026-07-09

CSL

CARLISLE COS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS AND CHEMICALS I

0.45%

Shares2.0K

Event2026-06-30

Filed2026-07-09

DFAE

DIMENSIONAL ETF TRUST

New

Shares14.0K

Event2026-06-30

Filed2026-07-09

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

-0.94%

Shares18.8K

Event2026-06-30

Filed2026-07-09

TGT

TARGET CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

-8.33%

Shares2.5K

Event2026-06-30

Filed2026-07-09

SUB

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

LEN

LENNAR CORP

-5.49%

Shares5.8K

Event2026-06-30

Filed2026-07-09

BITW

BITWISE 10 CRYPTO INDEX ETF

-0.38%

Shares13.8K

Event2026-06-30

Filed2026-07-09

ESE

ESCO TECHNOLOGIES INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

26.81%

Shares6.2K

Event2026-06-30

Filed2026-07-09

IDEXX LABS INC

7.60%

Shares963

Event2026-06-30

Filed2026-07-09

CNI

CANADIAN NATL RY CO

New

Shares4.2K

Event2026-06-30

Filed2026-07-09

SERVICENOW INC

15.26%

Shares5.0K

Event2026-06-30

Filed2026-07-09

PXH

INVESCO EXCH TRADED FD TR II

-4.10%

Shares17.5K

Event2026-06-30

Filed2026-07-09

SAIA

SAIA INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

5.94%

Shares2.7K

Event2026-06-30

Filed2026-07-09

RALPH LAUREN CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

IWV

ISHARES TR

0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC

52.51%

Shares1.6K

Event2026-06-30

Filed2026-07-09

SNDK

SANDISK CORP

New

Shares206

Event2026-06-30

Filed2026-07-09

PNFP

PINNACLE FINL PARTNERS INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

7.26%

Shares4.8K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

17.80%

Shares3.1K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

OHI

OMEGA HEALTHCARE INVS INC

New

Shares9.7K

Event2026-06-30

Filed2026-07-09

QNITY ELECTRONICS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

SXI

STANDEX INTL CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

CONSOLIDATED EDISON INC

6.38%

Shares4.1K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

7.50%

Shares2.2K

Event2026-06-30

Filed2026-07-09

HONEYWELL INTL INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-09

HUM

HUMANA INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

4.02%

Shares2.6K

Event2026-06-30

Filed2026-07-09

APPLOVIN CORP

2.78%

Shares851

Event2026-06-30

Filed2026-07-09

PLXS

PLEXUS CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

WCN

WASTE CONNECTIONS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

HONEYWELL AEROSPACE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

MLM

MARTIN MARIETTA MATLS INC

New

Shares745

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW

8.03%

Shares3.4K

Event2026-06-30

Filed2026-07-09

GBCI

GLACIER BANCORP INC NEW

New

Shares8.2K

Event2026-06-30

Filed2026-07-09

FNV

FRANCO NEV CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-09

DEXCOM INC

0.14%

Shares6.3K

Event2026-06-30

Filed2026-07-09

PRMB

PRIMO BRANDS CORPORATION

New

Shares17.1K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

OKE

ONEOK INC NEW

-14.23%

Shares4.7K

Event2026-06-30

Filed2026-07-09

XSOE

WISDOMTREE TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-09

COF

CAPITAL ONE FINL CORP

3.07%

Shares2.0K

Event2026-06-30

Filed2026-07-09

FEZ

SPDR INDEX SHS FDS

New

Shares5.9K

Event2026-06-30

Filed2026-07-09

ADVANCED ENERGY INDS

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

BKNG

BOOKING HOLDINGS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

BANK OF NY MELLON CORP

7.12%

Shares2.8K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO

20.09%

Shares2.8K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

10.36%

Shares2.1K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

AON

AON PLC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

TWLO

TWILIO INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-09

SHV

ISHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-09

VRSK

VERISK ANALYTICS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

MMC

MARSH & MCLENNAN COS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

IWR

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN CORP

1.89%

Shares378

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

1.29%

Shares8.7K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

1.01%

Shares2.7K

Event2026-06-30

Filed2026-07-09

MTD

METTLER TOLEDO INTERNATIONAL

0.00%

Shares287

Event2026-06-30

Filed2026-07-09

BROOKFIELD CORP

New

Shares8.6K

Event2026-06-30

Filed2026-07-09

WDC

WESTERN DIGITAL CORP

New

Shares572

Event2026-06-30

Filed2026-07-09

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-09

EXR

EXTRA SPACE STORAGE INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-09

DIA

STATE STR SPDR DOW JONES IND

17.29%

Shares685

Event2026-06-30

Filed2026-07-09

ADOBE INC

44.64%

Shares1.7K

Event2026-06-30

Filed2026-07-09

BCO

BRINKS CO

New

Shares3.8K

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC

42.84%

Shares2.3K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

-3.25%

Shares1.8K

Event2026-06-30

Filed2026-07-09

UBSI

UNITED BANKSHARES INC WEST V

New

Shares7.7K

Event2026-06-30

Filed2026-07-09

ACA

ARCOSA INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

AT&T INC

-8.07%

Shares16.8K

Event2026-06-30

Filed2026-07-09

CRH

CRH PLC

New

Shares3.2K

Event2026-06-30

Filed2026-07-09

NTAP

NETAPP INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC

6.06%

Shares350

Event2026-06-30

Filed2026-07-09

HSY

HERSHEY CO

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

GENERAL DYNAMICS CORP

10.41%

Shares933

Event2026-06-30

Filed2026-07-09

AGILENT TECHNOLOGIES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

New

Shares1.0K

Event2026-06-30

Filed2026-07-09

PEG

PUBLIC SVC ENTERPRISE GROUP

1.72%

Shares3.9K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

WELL

WELLTOWER INC

3.34%

Shares1.4K

Event2026-06-30

Filed2026-07-09

BOEING CO

10.82%

Shares1.5K

Event2026-06-30

Filed2026-07-09

IUSG

ISHARES TR

-0.95%

Shares1.7K

Event2026-06-30

Filed2026-07-09

ICSH

ISHARES TR

New

Shares6.2K

Event2026-06-30

Filed2026-07-09

RACE

FERRARI N V

New

Shares824

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB STRATEGIC TR

-6.81%

Shares8.7K

Event2026-06-30

Filed2026-07-09

CVBF

CVB FINL CORP

New

Shares13.4K

Event2026-06-30

Filed2026-07-09

TPR

TAPESTRY INC

2.43%

Shares2.1K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

9.75%

Shares12.5K

Event2026-06-30

Filed2026-07-09

ROAD

CONSTRUCTION PARTNERS INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-09

BJS WHSL CLUB HLDGS INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-09

JOHNSON CONTROLS INTERNATION

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

ONB

OLD NATL BANCORP IND

New

Shares11.6K

Event2026-06-30

Filed2026-07-09

ITW

ILLINOIS TOOL WKS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

PGR

PROGRESSIVE CORP

16.82%

Shares1.4K

Event2026-06-30

Filed2026-07-09

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares779

Event2026-06-30

Filed2026-07-09

RYN

RAYONIER INC

New

Shares13.7K

Event2026-06-30

Filed2026-07-09

DELL

DELL TECHNOLOGIES INC

New

Shares671

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-09

BDX

BECTON DICKINSON & CO

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

MCK

MCKESSON CORP

4.20%

Shares372

Event2026-06-30

Filed2026-07-09

AVEM

AMERICAN CENTY ETF TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

-1.43%

Shares553

Event2026-06-30

Filed2026-07-09

TRAVELERS COMPANIES INC

19.40%

Shares831

Event2026-06-30

Filed2026-07-09

ALL

ALLSTATE CORP

14.07%

Shares1.2K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

-18.44%

Shares3.7K

Event2026-06-30

Filed2026-07-09

INTU

INTUIT

22.12%

Shares1.0K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

-1.06%

Shares656

Event2026-06-30

Filed2026-07-09

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares763

Event2026-06-30

Filed2026-07-09

SOUTHERN CO

9.83%

Shares2.8K

Event2026-06-30

Filed2026-07-09

ROST

ROSS STORES INC

19.38%

Shares1.2K

Event2026-06-30

Filed2026-07-09

MPWR

MONOLITHIC PWR SYS INC

2.70%

Shares190

Event2026-06-30

Filed2026-07-09

EWL

ISHARES INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-09

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.5K

Event2026-06-30

Filed2026-07-09

ASTRAZENECA PLC

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

IDV

ISHARES TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-09

IBP

INSTALLED BLDG PRODS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

QUANTA SVCS INC

New

Shares339

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

-1.44%

Shares1.1K

Event2026-06-30

Filed2026-07-09

CMI

CUMMINS INC

New

Shares341

Event2026-06-30

Filed2026-07-09

WPC

WP CAREY INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-09

ICUI

ICU MED INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-09

AMERIPRISE FINL INC

4.96%

Shares529

Event2026-06-30

Filed2026-07-09

TRANE TECHNOLOGIES PLC

New

Shares494

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC

-5.97%

Shares3.4K

Event2026-06-30

Filed2026-07-09

INSULET CORP

1.21%

Shares1.6K

Event2026-06-30

Filed2026-07-09

XBIL

RBB FD INC

0.67%

Shares4.8K

Event2026-06-30

Filed2026-07-09

WLY

WILEY JOHN & SONS INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD INDEX FDS

New

Shares966

Event2026-06-30

Filed2026-07-09

LOW

LOWES COS INC

-8.76%

Shares1.1K

Event2026-06-30

Filed2026-07-09

LFUS

LITTELFUSE INC

New

Shares515

Event2026-06-30

Filed2026-07-09

GENERAL MTRS CO

3.90%

Shares3.0K

Event2026-06-30

Filed2026-07-09

DTE

DTE ENERGY CO

8.66%

Shares1.5K

Event2026-06-30

Filed2026-07-09

DEERE & CO

New

Shares364

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB CO

3.69%

Shares4.0K

Event2026-06-30

Filed2026-07-09

EMB

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

NU HLDGS LTD

New

Shares16.9K

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

NGG

NATIONAL GRID PLC

New

Shares2.7K

Event2026-06-30

Filed2026-07-09

HAEMONETICS CORP MASS

New

Shares3.0K

Event2026-06-30

Filed2026-07-09

INDB

INDEPENDENT BK CORP MASS

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

ESGD

ISHARES TR

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-09

OBK

ORIGIN BANCORP INC

New

Shares4.3K

Event2026-06-30

Filed2026-07-09

SHOP

SHOPIFY INC

-14.36%

Shares1.9K

Event2026-06-30

Filed2026-07-09

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

SFY

TIDAL TRUST I

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

ETR

ENTERGY CORP NEW

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

DES

WISDOMTREE TR

New

Shares5.3K

Event2026-06-30

Filed2026-07-09

EBAY

EBAY INC.

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

FTNT

FORTINET INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

S&P GLOBAL INC

9.49%

Shares519

Event2026-06-30

Filed2026-07-09

UBER

UBER TECHNOLOGIES INC

-63.32%

Shares2.9K

Event2026-06-30

Filed2026-07-09

MGY

MAGNOLIA OIL & GAS CORP

New

Shares8.2K

Event2026-06-30

Filed2026-07-09

CWST

CASELLA WASTE SYS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

HIG

HARTFORD INSURANCE GROUP INC

3.99%

Shares1.6K

Event2026-06-30

Filed2026-07-09

BDC

BELDEN INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-09

PLUS

EPLUS INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-09

LKFN

LAKELAND FINL CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-09

EDWARDS LIFESCIENCES CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

TXT

TEXTRON INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

DORM

DORMAN PRODS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

MOD

MODINE MFG CO

New

Shares758

Event2026-06-30

Filed2026-07-09

VEEV

VEEVA SYS INC

-1.90%

Shares1.1K

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

-0.37%

Shares2.2K

Event2026-06-30

Filed2026-07-09

FIX

COMFORT SYS USA INC

New

Shares101

Event2026-06-30

Filed2026-07-09

ADCT

ADC THERAPEUTICS SA

New

Shares100.0K

Event2026-06-30

Filed2026-07-09

JBI

JANUS INTERNATIONAL GROUP IN

New

Shares12.6K

Event2026-06-30

Filed2026-07-09

RIG

TRANSOCEAN LTD

0.45%

Shares12.6K

Event2026-06-30

Filed2026-07-09

ELDN

ELEDON PHARMACEUTICALS INC

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-09

BLND

BLEND LABS INC

-0.85%

Shares31.5K

Event2026-06-30

Filed2026-07-09

WTI

W & T OFFSHORE INC

-1.86%

Shares10.1K

Event2026-06-30

Filed2026-07-09

NUKK

T3 DEFENSE INC

New

Shares14.6K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

MSFT Call CallMICROSOFT CORP1.5K sharesnew addition2026-06-302026-07-09

NVDA Call CallNVIDIA CORPORATION1.5K sharesnew addition2026-06-302026-07-09

MSFT Call

MICROSOFT CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

NVDA Call

NVIDIA CORPORATION

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T2.0K sharesnew addition2026-06-302026-07-09

UNITEDHEALTH GROUP INC Put PutUNITEDHEALTH GROUP INC1.8K shares-5.26%2026-06-302026-07-09

QQQ Put PutINVESCO QQQ TR800 sharesnew addition2026-06-302026-07-09

VISA INC Put PutVISA INC1.2K sharesnew addition2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares2.0K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC Put

UNITEDHEALTH GROUP INC

-5.26%

Shares1.8K

Event2026-06-30

Filed2026-07-09

QQQ Put

INVESCO QQQ TR

New

Shares800

Event2026-06-30

Filed2026-07-09

VISA INC Put

VISA INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09