Sponsored

The Analysis of RICHARDS, MERRILL & PETERSON, INC.'s Holdings & P&L

Currently, RICHARDS, MERRILL & PETERSON, INC. holds 285 types of securities in its portfolio with a total value $315.1M. In the most recent quarter, they have increased their positions in AAPL (+4.8K shares, valued at $1.4M), GOOGL (+3.1K shares, valued at $1.1M), INCM (+37.4K shares, valued at $1.1M); decreased their positions in MU (-1.1K shares, valued at $1.3M), HD (-2.3K shares, valued at $817.9K), N/A (-3.3K shares, valued at $233.6K); initiated new positions in N/A (+4.3K shares, valued at $731.3K), N/A (+3.0K shares, valued at $678.9K), N/A (+3.0K shares, valued at $670.3K).

1M P&L

-15.7K-0.01%

3M P&L

+10.3M+4.40%

HY P&L

+22.1M+9.93%

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/A82.9M

33.7%

2Semiconductors21.9M

8.9%

3Consumer Electronics15.4M

6.2%

Top Industries by Stock Count

1N/A135 stocks

53.8%

2Semiconductors8 stocks

3.2%

3Specialty Industrial Machinery7 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC53.1K shares9.99%2026-06-302026-07-16

MSFT MICROSOFT CORP34.1K shares7.71%2026-06-302026-07-16

AMZN AMAZON COM INC50.6K shares5.30%2026-06-302026-07-16

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW12.8K shares0.37%2026-06-302026-07-16

QQQ INVESCO QQQ TR ETF15.8K shares1.36%2026-06-302026-07-16

NVDA NVIDIA CORP47.9K shares1.41%2026-06-302026-07-16

GOOGL ALPHABET INC VOTING25.7K shares13.71%2026-06-302026-07-16

STATE STREET SPDR ETF STATE STREET SPDR ETF9.7K shares3.13%2026-06-302026-07-16

Sponsored

APPLIED MATERIALS INC APPLIED MATERIALS INC9.8K shares2.41%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC5.2K shares-17.81%2026-06-302026-07-16

SYK STRYKER CORP18.4K shares13.48%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO15.8K shares0.60%2026-06-302026-07-16

SCHD SCHWAB US DIVIDEND ETF162.2K shares6.82%2026-06-302026-07-16

CGSD CAPITAL GRP SHORT ETF198.4K shares6.08%2026-06-302026-07-16

CVX CHEVRON CORPORATION30.2K shares-0.21%2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC8.5K shares9.61%2026-06-302026-07-16

Sponsored

VOO VANGUARD INDEX FDS ETF6.7K shares2.40%2026-06-302026-07-16

CAT CATERPILLAR INC4.0K shares2.77%2026-06-302026-07-16

CGGR CAPITAL GRP GROWTH ETF86.7K shares2.29%2026-06-302026-07-16

RTX CORP RTX CORP18.7K shares1.06%2026-06-302026-07-16

CGDV CAPITAL GRP DIVIDEND ETF64.9K shares9.40%2026-06-302026-07-16

INCM FRANKLIN TEMPLETON ETF110.1K shares51.41%2026-06-302026-07-16

CISCO SYSTEMS INC CISCO SYSTEMS INC26.8K shares-3.05%2026-06-302026-07-16

GOOG ALPHABET INC NON VOTING8.8K shares-1.80%2026-06-302026-07-16

Sponsored

CGCB CAPITAL GROUP FXD ETF107.3K shares18.19%2026-06-302026-07-16

PTRB PGIM TR ETF67.2K shares3.06%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC5.5K shares-6.52%2026-06-302026-07-16

BROADCOM INC BROADCOM INC7.2K shares9.69%2026-06-302026-07-16

HD HOME DEPOT INC7.6K shares-23.48%2026-06-302026-07-16

PANW PALO ALTO NETWORKS7.6K shares-1.33%2026-06-302026-07-16

ISRG INTUITIVE SURGICAL INC6.3K shares6.39%2026-06-302026-07-16

VISA INC CLASS A VISA INC CLASS A7.1K shares-6.47%2026-06-302026-07-16

Sponsored

IBM INTERNATIONAL BUSINESS8.5K shares5.89%2026-06-302026-07-16

MS MORGAN STANLEY & CO11.3K shares3.78%2026-06-302026-07-16

SMH VANECK VECTORS TR ETF3.3K shares42.25%2026-06-302026-07-16

EXXON MOBIL CORP CHG EXXON MOBIL CORP CHG15.8K shares-8.16%2026-06-302026-07-16

IJH ISHARES CORE S&P MID ETF25.7K shares-2.35%2026-06-302026-07-16

PG PROCTER & GAMBLE CO13.4K shares6.63%2026-06-302026-07-16

MRK MERCK & CO INC NEW15.0K shares-3.18%2026-06-302026-07-16

LOW LOWES COMPANIES INC8.5K shares-10.43%2026-06-302026-07-16

Sponsored

ABBVIE INC ABBVIE INC7.4K shares10.77%2026-06-302026-07-16

KO COCA-COLA COMPANY22.3K shares1.80%2026-06-302026-07-16

PALANTIR TECHNOLOGIES PALANTIR TECHNOLOGIES14.9K shares0.00%2026-06-302026-07-16

TXN TEXAS INSTRUMENTS INC5.7K shares0.61%2026-06-302026-07-16

MCD MCDONALDS CORP6.1K shares1.56%2026-06-302026-07-16

IJR ISHARES CORE S&P ETF11.1K shares-2.57%2026-06-302026-07-16

CGMS CAPITAL GRP US ETF59.6K shares-0.26%2026-06-302026-07-16

TSM TAIWAN SEMICONDUCTOR3.4K shares-2.61%2026-06-302026-07-16

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL7.2K shares7.07%2026-06-302026-07-16

WMT WALMART INC13.9K shares0.72%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON6.1K shares4.40%2026-06-302026-07-16

AXP AMERICAN EXPRESS COMPANY4.5K shares57.79%2026-06-302026-07-16

AMD ADVANCED MICRO2.6K shares-7.97%2026-06-302026-07-16

CEG CONSTELLATION ENERGY6.1K shares12.65%2026-06-302026-07-16

USB US BANCORP NEW24.4K shares-3.19%2026-06-302026-07-16

CGCP CAPITAL GROUP FIXED ETF66.0K shares11.51%2026-06-302026-07-16

Sponsored

NUE NUCOR CORP6.4K shares4.47%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS33.8K shares6.53%2026-06-302026-07-16

LLY ELI LILLY & CO1.2K shares11.05%2026-06-302026-07-16

ORACLE CORPORATION ORACLE CORPORATION8.7K shares2.20%2026-06-302026-07-16

WDIV SPDR INDEX SHS FDS ETF15.7K shares7.91%2026-06-302026-07-16

PVAL PUTNAM ETF24.7K shares119.01%2026-06-302026-07-16

EMR EMERSON ELECTRIC CO8.7K shares4.70%2026-06-302026-07-16

AVA AVISTA CORP29.7K shares-11.20%2026-06-302026-07-16

Sponsored

SBUX STARBUCKS CORP11.8K shares-3.21%2026-06-302026-07-16

TT TRANE TECHNOLOGIES PLC2.4K shares12.55%2026-06-302026-07-16

MEDTRONIC PLC MEDTRONIC PLC15.2K shares-10.98%2026-06-302026-07-16

XLI INDUSTRIAL SELECT ETF6.4K shares66.71%2026-06-302026-07-16

UNITEDHEALTH GROUP UNITEDHEALTH GROUP2.7K shares2.46%2026-06-302026-07-16

FDX FEDEX CORPORATION3.6K shares-7.85%2026-06-302026-07-16

VEA VANGUARD FTSE ETF15.8K shares2.17%2026-06-302026-07-16

XLF SELECT SECTOR SPDR ETF19.9K shares33.06%2026-06-302026-07-16

Sponsored

VYM VANGUARD HIGH DIVIDE ETF6.7K shares-4.20%2026-06-302026-07-16

TMUS T-MOBILE US INC6.3K shares-9.11%2026-06-302026-07-16

UBER UBER TECHNOLOGIES14.5K shares5.63%2026-06-302026-07-16

FENI FIDELITY COVINGTON ETF25.9K shares13.53%2026-06-302026-07-16

ORLY O'REILLY AUTOMOTIVE INC10.9K shares7.62%2026-06-302026-07-16

SOUTHERN COMPANY SOUTHERN COMPANY10.4K shares-0.80%2026-06-302026-07-16

BX BLACKSTONE GROUP INC8.4K shares-9.78%2026-06-302026-07-16

FEGE RBB FD TR ETF20.1K shares17.03%2026-06-302026-07-16

Sponsored

UNP UNION PACIFIC CORP3.6K shares-2.97%2026-06-302026-07-16

ISHARES CORE MSCI ETF ISHARES CORE MSCI ETF10.0K shares0.00%2026-06-302026-07-16

JPST JPMORGAN ETF19.0K shares0.00%2026-06-302026-07-16

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.3K shares-1.57%2026-06-302026-07-16

IJT ISHARES ETF5.3K shares-2.47%2026-06-302026-07-16

ASML ASML HOLDING NV463 shares14.32%2026-06-302026-07-16

LIN LINDE PLC NEW1.8K shares0.28%2026-06-302026-07-16

LHX L3HARRIS TECHNOLOGIES3.1K shares2.11%2026-06-302026-07-16

Sponsored

IEMG ISHARES INC ETF11.0K shares1.37%2026-06-302026-07-16

IWM ISHARES ETF3.0K shares-5.79%2026-06-302026-07-16

SPDR GOLD MINISHARES ETF SPDR GOLD MINISHARES ETF11.4K shares112.83%2026-06-302026-07-16

ABT ABBOTT LABORATORIES9.5K shares-9.38%2026-06-302026-07-16

TSLA TESLA INC2.0K shares3.20%2026-06-302026-07-16

CGUS CAPITAL GROUP CORE ETF18.5K shares31.15%2026-06-302026-07-16

DHR DANAHER CORP4.3K shares7.28%2026-06-302026-07-16

CGMM CAPITAL GRP EQUITY ETF24.8K shares16.35%2026-06-302026-07-16

Sponsored

ITW ILLINOIS TOOL WORKS INC3.0K shares0.00%2026-06-302026-07-16

BLK BLACKROCK INC COM NEW834 shares0.12%2026-06-302026-07-16

SELECT SECTOR SPDR ETF SELECT SECTOR SPDR ETF17.5K shares39.44%2026-06-302026-07-16

TJX TJX COS INC NEW5.1K shares2.04%2026-06-302026-07-16

SPACE EXPLORATION SPACE EXPLORATION4.3K sharesnew addition2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP1.4K shares2.59%2026-06-302026-07-16

QCOM QUALCOMM INC3.8K shares2.10%2026-06-302026-07-16

DHI D R HORTON INC4.2K shares11.33%2026-06-302026-07-16

Sponsored

ROK ROCKWELL AUTOMATION INC1.4K shares1.55%2026-06-302026-07-16

HONEYWELL INTL INC HONEYWELL INTL INC3.0K sharesnew addition2026-06-302026-07-16

HONEYWELL AEROSPACE HONEYWELL AEROSPACE3.0K sharesnew addition2026-06-302026-07-16

APD AIR PRODUCTS & CHEMICALS2.2K shares-11.62%2026-06-302026-07-16

MRVL MARVELL TECHNOLOGY INC2.2K shares0.32%2026-06-302026-07-16

IJK ISHARES S&P MIDCAP ETF5.4K shares0.00%2026-06-302026-07-16

VOE VANGUARD MID-CAP VAL ETF3.2K shares6.76%2026-06-302026-07-16

DIS WALT DISNEY COMPANY6.4K shares4.16%2026-06-302026-07-16

Sponsored

MASTERCARD INC CL A MASTERCARD INC CL A1.1K shares0.92%2026-06-302026-07-16

CGBL CAPITAL GRP CORE ETF14.8K shares4.24%2026-06-302026-07-16

LDOS LEIDOS HOLDINGS INC5.4K shares-3.12%2026-06-302026-07-16

IVW ISHARES S&P 500 ETF4.0K shares0.00%2026-06-302026-07-16

BOND PIMCO ACTIVE BOND ETF5.9K shares-0.64%2026-06-302026-07-16

CGSM CAPITAL GROUP FXD ETF20.4K shares-1.80%2026-06-302026-07-16

URI UNITED RENTALS INC473 shares2.16%2026-06-302026-07-16

GSEW GOLDMAN SACHS ETF TR ETF5.6K shares1.81%2026-06-302026-07-16

Sponsored

TSCO TRACTOR SUPPLY COMPANY16.2K shares-3.86%2026-06-302026-07-16

CRM SALESFORCE INC3.2K shares12.64%2026-06-302026-07-16

BROS DUTCH BROS INC7.1K shares-5.37%2026-06-302026-07-16

AFL AFLAC INC4.2K shares-9.74%2026-06-302026-07-16

DIA STATE STREET SPDR ETF948 shares37.79%2026-06-302026-07-16

PROSHARES TR ETF PROSHARES TR ETF13.0K shares44.44%2026-06-302026-07-16

VO VANGUARD MID CAP ETF6.0K shares274.20%2026-06-302026-07-16

KMI KINDER MORGAN INC DEL14.2K shares-5.67%2026-06-302026-07-16

Sponsored

LRCX LAM RESH CORP1.0K shares-8.85%2026-06-302026-07-16

NKE NIKE INC CLASS B10.7K shares1.54%2026-06-302026-07-16

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF576 shares3.60%2026-06-302026-07-16

PCAR PACCAR INC3.6K shares-2.84%2026-06-302026-07-16

DFAE DIMENSIONAL ETF TR ETF10.3K shares0.00%2026-06-302026-07-16

COP CONOCOPHILLIPS4.0K shares-5.89%2026-06-302026-07-16

AMGN AMGEN INC1.1K shares0.00%2026-06-302026-07-16

EFA ISHARES MSCI EAFE IN ETF3.9K shares11.05%2026-06-302026-07-16

Sponsored

ENVX ENOVIX CORP67.3K shares-1.26%2026-06-302026-07-16

MUB ISHARES NATIONAL ETF3.8K shares0.00%2026-06-302026-07-16

Q QNITY ELECTRONICS2.4K sharesnew addition2026-06-302026-07-16

PRU PRUDENTIAL FINANCIAL INC3.7K shares7.37%2026-06-302026-07-16

ITOT ISHARES CORE S&P TOT ETF2.4K shares0.00%2026-06-302026-07-16

SYY SYSCO CORPORATION4.6K shares-10.52%2026-06-302026-07-16

VIG VANGUARD DIVIDEND ETF1.6K shares0.00%2026-06-302026-07-16

BAC BANK OF AMERICA CORP6.7K shares-26.62%2026-06-302026-07-16

Sponsored

NETFLIX INC NETFLIX INC5.3K shares-38.37%2026-06-302026-07-16

BMY BRISTOL MYERS SQUIBB6.4K shares17.84%2026-06-302026-07-16

DFAS DIMENSIONAL TR US SM ETF4.4K shares0.02%2026-06-302026-07-16

CGXU CAPITAL GRP INTL ETF10.4K shares0.00%2026-06-302026-07-16

PSX PHILLIPS 662.0K shares0.05%2026-06-302026-07-16

CGDG CAPITAL GRP WORLD ETF9.1K shares10.98%2026-06-302026-07-16

PAYX PAYCHEX INC3.4K shares-15.91%2026-06-302026-07-16

TGT TARGET CORP2.5K shares-9.32%2026-06-302026-07-16

Sponsored

RSG REPUBLIC SVCS INC1.5K shares0.00%2026-06-302026-07-16

GS GOLDMAN SACHS GROUP INC312 shares6.85%2026-06-302026-07-16

PLD PROLOGIS INC2.3K shares9.49%2026-06-302026-07-16

NOBL PROSHARES S&P 500 ETF5.4K shares100.00%2026-06-302026-07-16

XYL XYLEM INC2.5K shares-5.56%2026-06-302026-07-16

GBTC GRAYSCALE BITCOIN ETF6.6K shares-8.18%2026-06-302026-07-16

COPJ SPROTT JUNIOR COPPER ETF7.3K shares-24.68%2026-06-302026-07-16

EOSE EOS ENERGY ENTERPRISES49.0K shares-1.60%2026-06-302026-07-16

Sponsored

XLE SELECT SECTOR SPDR ETF5.4K shares24.03%2026-06-302026-07-16

PEP PEPSICO INCORPORATED2.1K shares7.89%2026-06-302026-07-16

LVHI FRANKLIN INTL LOW ETF7.0K sharesnew addition2026-06-302026-07-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares-3.32%2026-06-302026-07-16

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC1.8K sharesnew addition2026-06-302026-07-16

GBCI GLACIER BANCORP INC5.1K sharesnew addition2026-06-302026-07-16

DFIV DIMENSIONAL TR ETF4.9K shares0.00%2026-06-302026-07-16

SDCI USCF TR ETF9.9K shares-7.91%2026-06-302026-07-16

Sponsored

VRT VERTIV HOLDINGS LLC780 shares-20.41%2026-06-302026-07-16

VANGUARD TOTAL STOCK ETF VANGUARD TOTAL STOCK ETF700 shares0.00%2026-06-302026-07-16

BSV VANGUARD SHORT TERM ETF3.3K shares0.00%2026-06-302026-07-16

IVE ISHARES S&P500 VALUE ETF1.1K shares0.00%2026-06-302026-07-16

FVD FIRST TR VALUE LINE ETF5.2K shares-3.66%2026-06-302026-07-16

BA BOEING CO1.1K shares77.76%2026-06-302026-07-16

VICI VICI PPTYS INC9.2K shares7.57%2026-06-302026-07-16

CGMU CAPITAL GRP ETF8.9K shares0.00%2026-06-302026-07-16

Sponsored

DKS DICKS SPORTING GOODS1.1K sharesnew addition2026-06-302026-07-16

ETN EATON CORP PLC572 sharesnew addition2026-06-302026-07-16

SERVICENOW INC SERVICENOW INC2.4K sharesnew addition2026-06-302026-07-16

WAB WABTEC894 shares0.00%2026-06-302026-07-16

O REALTY INCOME CORP3.8K shares-8.11%2026-06-302026-07-16

IJJ ISHARES S&P MIDCAP ETF1.6K shares0.00%2026-06-302026-07-16

DOV DOVER CORP COMMON1.0K shares0.00%2026-06-302026-07-16

FEOE RBB FD TR ETF4.1K shares0.00%2026-06-302026-07-16

Sponsored

EQIX EQUINIX INC205 shares0.00%2026-06-302026-07-16

DVN DEVON ENERGY CORP5.1K shares-15.01%2026-06-302026-07-16

GPIX GOLDMAN SACHS TR ETF3.8K shares0.66%2026-06-302026-07-16

OMFL INVESCO SELF ETF3.1K shares3.05%2026-06-302026-07-16

VWO VANGUARD INTL EQUITY ETF3.5K shares-3.97%2026-06-302026-07-16

MHD BLACKROCK MUNIHOLDINGS17.5K shares0.00%2026-06-302026-07-16

XOVR ENTREPRENEURSHARES ETF9.7K sharesnew addition2026-06-302026-07-16

STAG STAG INDUSTRIAL INC5.3K shares-17.18%2026-06-302026-07-16

Sponsored

ISHARES CORE U.S. ETF ISHARES CORE U.S. ETF2.0K shares0.00%2026-06-302026-07-16

XMMO INVESCO S&P MIDCAP ETF1.1K shares0.00%2026-06-302026-07-16

XMHQ INVESCO S&P MIDCAP ETF1.6K shares0.00%2026-06-302026-07-16

DE DEERE & CO284 shares0.00%2026-06-302026-07-16

ALL ALLSTATE CORP725 sharesnew addition2026-06-302026-07-16

INTC INTEL CORP1.2K shares0.00%2026-06-302026-07-16

SCHV SCHWAB US LARGE-CAP ETF4.9K shares-31.87%2026-06-302026-07-16

SHY ISHARES ETF2.1K shares0.00%2026-06-302026-07-16

Sponsored

UPS UNITED PARCEL SERVICE-B1.6K shares7.17%2026-06-302026-07-16

SCHA SCHWAB STRATEGIC TR ETF4.5K shares0.00%2026-06-302026-07-16

SHV ISHARES ETF1.4K shares0.00%2026-06-302026-07-16

VOT VANGUARD MID-CAP ETF514 shares-6.38%2026-06-302026-07-16

CMI CUMMINS INC220 shares0.00%2026-06-302026-07-16

DUK DUKE ENERGY CORP1.2K shares-14.85%2026-06-302026-07-16

SCHM SCHWAB U.S. MID-CAP ETF3.8K shares0.00%2026-06-302026-07-16

SCHG SCHWAB US LARGE-CAP ETF4.0K shares-30.61%2026-06-302026-07-16

Sponsored

VBK VANGUARD SMALL CAP ETF360 shares-2.96%2026-06-302026-07-16

VIGI VANGUARD INTERNATION ETF1.4K shares0.36%2026-06-302026-07-16

JEPI JPMORGAN EQUITY TR ETF2.3K shares0.00%2026-06-302026-07-16

ESGV VANGUARD FD ESG U.S ETF960 shares0.00%2026-06-302026-07-16

VANGUARD RUSSELL ETF VANGUARD RUSSELL ETF1.0K shares0.00%2026-06-302026-07-16

GD GENL DYNAMICS CORP331 shares0.00%2026-06-302026-07-16

SCHW SCHWAB CHARLES CORP NEW1.2K shares0.00%2026-06-302026-07-16

T AT & T INC5.3K shares0.00%2026-06-302026-07-16

Sponsored

EMXC ISHARES INC ETF1.1K shares0.19%2026-06-302026-07-16

SPHQ INVESCO TR ETF1.2K shares0.00%2026-06-302026-07-16

XSVM INVESCO S&P SMALLCAP ETF1.5K shares0.00%2026-06-302026-07-16

ADP AUTOMATIC DATA464 shares4.74%2026-06-302026-07-16

VTV VANGUARD VALUE ETF474 shares-5.01%2026-06-302026-07-16

SCHX SCHWAB STRATEGIC TR ETF3.5K shares0.00%2026-06-302026-07-16

FLMI FRANKLIN TEMPLETON ETF4.0K sharesnew addition2026-06-302026-07-16

FEZ SPDR EURO STOXX 50 ETF1.4K shares0.00%2026-06-302026-07-16

Sponsored

GCAL GOLDMAN SACHS TR ETF1.8K shares16.67%2026-06-302026-07-16

VYMI VANGUARD INTERNATINL ETF854 shares-21.94%2026-06-302026-07-16

MGK VANGUARD MEGA CAP ETF925 shares400.00%2026-06-302026-07-16

F FORD MOTOR COMPANY5.8K shares-19.39%2026-06-302026-07-16

JAVA J P MORGAN EXCHANGE ETF1.0K shares0.00%2026-06-302026-07-16

CMF ISHARES CALIFORNIA ETF1.4K shares10.20%2026-06-302026-07-16

PAAA PGIM ETF TR ETF1.5K shares200.00%2026-06-302026-07-16

VV VANGUARD LRG CAP ETF220 shares-37.14%2026-06-302026-07-16

Sponsored

SCHO SCHWAB STRATEGIC TR ETF2.6K shares0.00%2026-06-302026-07-16

IWS ISHARES RUSSELL ETF379 shares0.00%2026-06-302026-07-16

MGV VANGUARD MEGA CAP ETF375 shares0.00%2026-06-302026-07-16

XLK SELECT SECTOR SPDR ETF312 shares0.00%2026-06-302026-07-16

IXN ISHARES GLOBAL TECH ETF400 shares0.00%2026-06-302026-07-16

VUG VANGUARD GROWTH ETF658 shares443.80%2026-06-302026-07-16

GM GENERAL MOTORS CO715 shares0.00%2026-06-302026-07-16

FLQM FRANKLIN TEMPLETON ETF949 shares0.00%2026-06-302026-07-16

Sponsored

JPEM JPMORGAN ETF846 shares0.00%2026-06-302026-07-16

XLP SELECT SECTOR SPDR ETF610 shares542.11%2026-06-302026-07-16

IMCG ISHARES MORNINGSTAR ETF510 shares0.00%2026-06-302026-07-16

RSP INVESCO TR ETF232 shares0.43%2026-06-302026-07-16

IEF ISHARES ETF499 shares0.00%2026-06-302026-07-16

LUV SOUTHWEST AIRLINES CO842 shares0.00%2026-06-302026-07-16

BSJR INVESCO SELF INDEXED ETF1.9K shares0.00%2026-06-302026-07-16

BSJQ INVESCO SELF INDEXED ETF1.8K shares0.00%2026-06-302026-07-16

Sponsored

PGF INVESCO ETF2.9K shares51.49%2026-06-302026-07-16

FNDX SCHWAB STRATEGIC TR ETF1.3K shares0.00%2026-06-302026-07-16

DFAI DIMENSIONAL ETF TR ETF856 shares1.18%2026-06-302026-07-16

XLV SELECT SECTOR SPDR ETF220 shares0.00%2026-06-302026-07-16

IWF ISHARES TR ETF276 shares300.00%2026-06-302026-07-16

PEY INVESCO ETF1.5K shares0.00%2026-06-302026-07-16

C CITIGROUP INC NEW242 shares0.83%2026-06-302026-07-16

IWD ISHARES ETF135 shares0.00%2026-06-302026-07-16

Sponsored

VCIT VANGUARD INTERMEDIATEETF385 shares6.06%2026-06-302026-07-16

DVY ISHARES SELECT ETF200 shares0.00%2026-06-302026-07-16

IWP ISHARES ETF186 shares0.00%2026-06-302026-07-16

CMCSA COMCAST CORP NEW CL A1.1K shares-34.44%2026-06-302026-07-16

IUSG ISHARES ETF132 shares0.00%2026-06-302026-07-16

AMT AMERICAN TOWER CORP145 shares0.00%2026-06-302026-07-16

VB VANGUARD SMALL CAP ETF78 shares25.81%2026-06-302026-07-16

PULS PGIM ETF TRUST ETF450 shares0.00%2026-06-302026-07-16

Sponsored

MOAT VANECK VECTORS TR ETF200 shares0.00%2026-06-302026-07-16

VEU VANGUARD INTL EQTY ETF216 shares0.00%2026-06-302026-07-16

XLY SELECT SECTOR SPDR ETF140 shares0.00%2026-06-302026-07-16

IUSV ISHARES ETF132 shares0.00%2026-06-302026-07-16

IBB ISHARES NASDAQ ETF75 shares0.00%2026-06-302026-07-16

GTOP GOLDMAN SACHS TR ETF284 shares0.00%2026-06-302026-07-16

PM PHILIP MORRIS75 shares0.00%2026-06-302026-07-16

VONG VANGUARD RUSSELL ETF78 shares0.00%2026-06-302026-07-16

Sponsored

MMC MARSH59 shares0.00%2026-06-302026-07-16

VBR VANGUARD SMALL CAP V ETF32 shares0.00%2026-06-302026-07-16

IDV ISHARES ETF187 shares0.00%2026-06-302026-07-16

TM TOYOTA MTR CORP ADR45 shares0.00%2026-06-302026-07-16

EFV ISHARES ETF86 shares0.00%2026-06-302026-07-16

SCZ ISHARES MSCI EAFE ETF77 shares0.00%2026-06-302026-07-16

IYH ISHARES ETF77 shares0.00%2026-06-302026-07-16

JPIN JPMORGAN ETF ETF52 shares0.00%2026-06-302026-07-16

Sponsored

VMBS VANGUARD MORTGAGE ETF47 shares0.00%2026-06-302026-07-16

BIV VANGUARD INTERMEDIAT ETF28 shares0.00%2026-06-302026-07-16

BLV VANGUARD LONG TERM ETF31 shares0.00%2026-06-302026-07-16

VXF VANGUARD EXTENDED ETF4 shares0.00%2026-06-302026-07-16

IWR ISHARES RUSSELL ETF8 shares0.00%2026-06-302026-07-16

AAPL

APPLE INC

9.99%

Shares53.1K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

7.71%

Shares34.1K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

5.30%

Shares50.6K

Event2026-06-30

Filed2026-07-16

COSTCO WHSL CORP NEW

0.37%

Shares12.8K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR ETF

1.36%

Shares15.8K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORP

1.41%

Shares47.9K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC VOTING

13.71%

Shares25.7K

Event2026-06-30

Filed2026-07-16

STATE STREET SPDR ETF

3.13%

Shares9.7K

Event2026-06-30

Filed2026-07-16

APPLIED MATERIALS INC

2.41%

Shares9.8K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

-17.81%

Shares5.2K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORP

13.48%

Shares18.4K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

0.60%

Shares15.8K

Event2026-06-30

Filed2026-07-16

SCHD

SCHWAB US DIVIDEND ETF

6.82%

Shares162.2K

Event2026-06-30

Filed2026-07-16

CGSD

CAPITAL GRP SHORT ETF

6.08%

Shares198.4K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

-0.21%

Shares30.2K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

9.61%

Shares8.5K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS ETF

2.40%

Shares6.7K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

2.77%

Shares4.0K

Event2026-06-30

Filed2026-07-16

CGGR

CAPITAL GRP GROWTH ETF

2.29%

Shares86.7K

Event2026-06-30

Filed2026-07-16

RTX CORP

1.06%

Shares18.7K

Event2026-06-30

Filed2026-07-16

CGDV

CAPITAL GRP DIVIDEND ETF

9.40%

Shares64.9K

Event2026-06-30

Filed2026-07-16

INCM

FRANKLIN TEMPLETON ETF

51.41%

Shares110.1K

Event2026-06-30

Filed2026-07-16

CISCO SYSTEMS INC

-3.05%

Shares26.8K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC NON VOTING

-1.80%

Shares8.8K

Event2026-06-30

Filed2026-07-16

CGCB

CAPITAL GROUP FXD ETF

18.19%

Shares107.3K

Event2026-06-30

Filed2026-07-16

PTRB

PGIM TR ETF

3.06%

Shares67.2K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC

-6.52%

Shares5.5K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

9.69%

Shares7.2K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

-23.48%

Shares7.6K

Event2026-06-30

Filed2026-07-16

PANW

PALO ALTO NETWORKS

-1.33%

Shares7.6K

Event2026-06-30

Filed2026-07-16

ISRG

INTUITIVE SURGICAL INC

6.39%

Shares6.3K

Event2026-06-30

Filed2026-07-16

VISA INC CLASS A

-6.47%

Shares7.1K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS

5.89%

Shares8.5K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY & CO

3.78%

Shares11.3K

Event2026-06-30

Filed2026-07-16

SMH

VANECK VECTORS TR ETF

42.25%

Shares3.3K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP CHG

-8.16%

Shares15.8K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES CORE S&P MID ETF

-2.35%

Shares25.7K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

6.63%

Shares13.4K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC NEW

-3.18%

Shares15.0K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COMPANIES INC

-10.43%

Shares8.5K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

10.77%

Shares7.4K

Event2026-06-30

Filed2026-07-16

COCA-COLA COMPANY

1.80%

Shares22.3K

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRUMENTS INC

0.61%

Shares5.7K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

1.56%

Shares6.1K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES CORE S&P ETF

-2.57%

Shares11.1K

Event2026-06-30

Filed2026-07-16

CGMS

CAPITAL GRP US ETF

-0.26%

Shares59.6K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR

-2.61%

Shares3.4K

Event2026-06-30

Filed2026-07-16

WASTE MGMT INC DEL

7.07%

Shares7.2K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

0.72%

Shares13.9K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

4.40%

Shares6.1K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS COMPANY

57.79%

Shares4.5K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO

-7.97%

Shares2.6K

Event2026-06-30

Filed2026-07-16

CEG

CONSTELLATION ENERGY

12.65%

Shares6.1K

Event2026-06-30

Filed2026-07-16

USB

US BANCORP NEW

-3.19%

Shares24.4K

Event2026-06-30

Filed2026-07-16

CGCP

CAPITAL GROUP FIXED ETF

11.51%

Shares66.0K

Event2026-06-30

Filed2026-07-16

NUE

NUCOR CORP

4.47%

Shares6.4K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS

6.53%

Shares33.8K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

11.05%

Shares1.2K

Event2026-06-30

Filed2026-07-16

ORACLE CORPORATION

2.20%

Shares8.7K

Event2026-06-30

Filed2026-07-16

WDIV

SPDR INDEX SHS FDS ETF

7.91%

Shares15.7K

Event2026-06-30

Filed2026-07-16

PVAL

PUTNAM ETF

119.01%

Shares24.7K

Event2026-06-30

Filed2026-07-16

EMR

EMERSON ELECTRIC CO

4.70%

Shares8.7K

Event2026-06-30

Filed2026-07-16

AVA

AVISTA CORP

-11.20%

Shares29.7K

Event2026-06-30

Filed2026-07-16

SBUX

STARBUCKS CORP

-3.21%

Shares11.8K

Event2026-06-30

Filed2026-07-16

TRANE TECHNOLOGIES PLC

12.55%

Shares2.4K

Event2026-06-30

Filed2026-07-16

MEDTRONIC PLC

-10.98%

Shares15.2K

Event2026-06-30

Filed2026-07-16

XLI

INDUSTRIAL SELECT ETF

66.71%

Shares6.4K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP

2.46%

Shares2.7K

Event2026-06-30

Filed2026-07-16

FDX

FEDEX CORPORATION

-7.85%

Shares3.6K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD FTSE ETF

2.17%

Shares15.8K

Event2026-06-30

Filed2026-07-16

XLF

SELECT SECTOR SPDR ETF

33.06%

Shares19.9K

Event2026-06-30

Filed2026-07-16

VYM

VANGUARD HIGH DIVIDE ETF

-4.20%

Shares6.7K

Event2026-06-30

Filed2026-07-16

TMUS

T-MOBILE US INC

-9.11%

Shares6.3K

Event2026-06-30

Filed2026-07-16

UBER

UBER TECHNOLOGIES

5.63%

Shares14.5K

Event2026-06-30

Filed2026-07-16

FENI

FIDELITY COVINGTON ETF

13.53%

Shares25.9K

Event2026-06-30

Filed2026-07-16

ORLY

O'REILLY AUTOMOTIVE INC

7.62%

Shares10.9K

Event2026-06-30

Filed2026-07-16

SOUTHERN COMPANY

-0.80%

Shares10.4K

Event2026-06-30

Filed2026-07-16

BLACKSTONE GROUP INC

-9.78%

Shares8.4K

Event2026-06-30

Filed2026-07-16

FEGE

RBB FD TR ETF

17.03%

Shares20.1K

Event2026-06-30

Filed2026-07-16

UNP

UNION PACIFIC CORP

-2.97%

Shares3.6K

Event2026-06-30

Filed2026-07-16

ISHARES CORE MSCI ETF

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-16

JPST

JPMORGAN ETF

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-16

CROWDSTRIKE HLDGS INC

-1.57%

Shares1.3K

Event2026-06-30

Filed2026-07-16

IJT

ISHARES ETF

-2.47%

Shares5.3K

Event2026-06-30

Filed2026-07-16

ASML

ASML HOLDING NV

14.32%

Shares463

Event2026-06-30

Filed2026-07-16

LIN

LINDE PLC NEW

0.28%

Shares1.8K

Event2026-06-30

Filed2026-07-16

LHX

L3HARRIS TECHNOLOGIES

2.11%

Shares3.1K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC ETF

1.37%

Shares11.0K

Event2026-06-30

Filed2026-07-16

IWM

ISHARES ETF

-5.79%

Shares3.0K

Event2026-06-30

Filed2026-07-16

SPDR GOLD MINISHARES ETF

112.83%

Shares11.4K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

-9.38%

Shares9.5K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

3.20%

Shares2.0K

Event2026-06-30

Filed2026-07-16

CGUS

CAPITAL GROUP CORE ETF

31.15%

Shares18.5K

Event2026-06-30

Filed2026-07-16

DHR

DANAHER CORP

7.28%

Shares4.3K

Event2026-06-30

Filed2026-07-16

CGMM

CAPITAL GRP EQUITY ETF

16.35%

Shares24.8K

Event2026-06-30

Filed2026-07-16

ITW

ILLINOIS TOOL WORKS INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-16

BLK

BLACKROCK INC COM NEW

0.12%

Shares834

Event2026-06-30

Filed2026-07-16

SELECT SECTOR SPDR ETF

39.44%

Shares17.5K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

2.04%

Shares5.1K

Event2026-06-30

Filed2026-07-16

SPACE EXPLORATION

New

Shares4.3K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

2.59%

Shares1.4K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

2.10%

Shares3.8K

Event2026-06-30

Filed2026-07-16

DHI

D R HORTON INC

11.33%

Shares4.2K

Event2026-06-30

Filed2026-07-16

ROK

ROCKWELL AUTOMATION INC

1.55%

Shares1.4K

Event2026-06-30

Filed2026-07-16

HONEYWELL INTL INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-16

HONEYWELL AEROSPACE

New

Shares3.0K

Event2026-06-30

Filed2026-07-16

APD

AIR PRODUCTS & CHEMICALS

-11.62%

Shares2.2K

Event2026-06-30

Filed2026-07-16

MRVL

MARVELL TECHNOLOGY INC

0.32%

Shares2.2K

Event2026-06-30

Filed2026-07-16

IJK

ISHARES S&P MIDCAP ETF

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-16

VOE

VANGUARD MID-CAP VAL ETF

6.76%

Shares3.2K

Event2026-06-30

Filed2026-07-16

DIS

WALT DISNEY COMPANY

4.16%

Shares6.4K

Event2026-06-30

Filed2026-07-16

MASTERCARD INC CL A

0.92%

Shares1.1K

Event2026-06-30

Filed2026-07-16

CGBL

CAPITAL GRP CORE ETF

4.24%

Shares14.8K

Event2026-06-30

Filed2026-07-16

LDOS

LEIDOS HOLDINGS INC

-3.12%

Shares5.4K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES S&P 500 ETF

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-16

BOND

PIMCO ACTIVE BOND ETF

-0.64%

Shares5.9K

Event2026-06-30

Filed2026-07-16

CGSM

CAPITAL GROUP FXD ETF

-1.80%

Shares20.4K

Event2026-06-30

Filed2026-07-16

URI

UNITED RENTALS INC

2.16%

Shares473

Event2026-06-30

Filed2026-07-16

GSEW

GOLDMAN SACHS ETF TR ETF

1.81%

Shares5.6K

Event2026-06-30

Filed2026-07-16

TSCO

TRACTOR SUPPLY COMPANY

-3.86%

Shares16.2K

Event2026-06-30

Filed2026-07-16

CRM

SALESFORCE INC

12.64%

Shares3.2K

Event2026-06-30

Filed2026-07-16

BROS

DUTCH BROS INC

-5.37%

Shares7.1K

Event2026-06-30

Filed2026-07-16

AFL

AFLAC INC

-9.74%

Shares4.2K

Event2026-06-30

Filed2026-07-16

DIA

STATE STREET SPDR ETF

37.79%

Shares948

Event2026-06-30

Filed2026-07-16

PROSHARES TR ETF

44.44%

Shares13.0K

Event2026-06-30

Filed2026-07-16

VANGUARD MID CAP ETF

274.20%

Shares6.0K

Event2026-06-30

Filed2026-07-16

KMI

KINDER MORGAN INC DEL

-5.67%

Shares14.2K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESH CORP

-8.85%

Shares1.0K

Event2026-06-30

Filed2026-07-16

NKE

NIKE INC CLASS B

1.54%

Shares10.7K

Event2026-06-30

Filed2026-07-16

ISHARES CORE S&P 500 ETF

3.60%

Shares576

Event2026-06-30

Filed2026-07-16

PCAR

PACCAR INC

-2.84%

Shares3.6K

Event2026-06-30

Filed2026-07-16

DFAE

DIMENSIONAL ETF TR ETF

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

-5.89%

Shares4.0K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES MSCI EAFE IN ETF

11.05%

Shares3.9K

Event2026-06-30

Filed2026-07-16

ENVX

ENOVIX CORP

-1.26%

Shares67.3K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES NATIONAL ETF

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-16

QNITY ELECTRONICS

New

Shares2.4K

Event2026-06-30

Filed2026-07-16

PRU

PRUDENTIAL FINANCIAL INC

7.37%

Shares3.7K

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES CORE S&P TOT ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-16

SYY

SYSCO CORPORATION

-10.52%

Shares4.6K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD DIVIDEND ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMERICA CORP

-26.62%

Shares6.7K

Event2026-06-30

Filed2026-07-16

NETFLIX INC

-38.37%

Shares5.3K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL MYERS SQUIBB

17.84%

Shares6.4K

Event2026-06-30

Filed2026-07-16

DFAS

DIMENSIONAL TR US SM ETF

0.02%

Shares4.4K

Event2026-06-30

Filed2026-07-16

CGXU

CAPITAL GRP INTL ETF

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-16

PSX

PHILLIPS 66

0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-16

CGDG

CAPITAL GRP WORLD ETF

10.98%

Shares9.1K

Event2026-06-30

Filed2026-07-16

PAYX

PAYCHEX INC

-15.91%

Shares3.4K

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

-9.32%

Shares2.5K

Event2026-06-30

Filed2026-07-16

RSG

REPUBLIC SVCS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

6.85%

Shares312

Event2026-06-30

Filed2026-07-16

PLD

PROLOGIS INC

9.49%

Shares2.3K

Event2026-06-30

Filed2026-07-16

NOBL

PROSHARES S&P 500 ETF

100.00%

Shares5.4K

Event2026-06-30

Filed2026-07-16

XYL

XYLEM INC

-5.56%

Shares2.5K

Event2026-06-30

Filed2026-07-16

GBTC

GRAYSCALE BITCOIN ETF

-8.18%

Shares6.6K

Event2026-06-30

Filed2026-07-16

COPJ

SPROTT JUNIOR COPPER ETF

-24.68%

Shares7.3K

Event2026-06-30

Filed2026-07-16

EOSE

EOS ENERGY ENTERPRISES

-1.60%

Shares49.0K

Event2026-06-30

Filed2026-07-16

XLE

SELECT SECTOR SPDR ETF

24.03%

Shares5.4K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INCORPORATED

7.89%

Shares2.1K

Event2026-06-30

Filed2026-07-16

LVHI

FRANKLIN INTL LOW ETF

New

Shares7.0K

Event2026-06-30

Filed2026-07-16

ACCENTURE PLC IRELAND

-3.32%

Shares2.2K

Event2026-06-30

Filed2026-07-16

FEDEX FGHT HLDG CO INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-16

GBCI

GLACIER BANCORP INC

New

Shares5.1K

Event2026-06-30

Filed2026-07-16

DFIV

DIMENSIONAL TR ETF

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-16

SDCI

USCF TR ETF

-7.91%

Shares9.9K

Event2026-06-30

Filed2026-07-16

VRT

VERTIV HOLDINGS LLC

-20.41%

Shares780

Event2026-06-30

Filed2026-07-16

VANGUARD TOTAL STOCK ETF

0.00%

Shares700

Event2026-06-30

Filed2026-07-16

BSV

VANGUARD SHORT TERM ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-16

IVE

ISHARES S&P500 VALUE ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

FVD

FIRST TR VALUE LINE ETF

-3.66%

Shares5.2K

Event2026-06-30

Filed2026-07-16

BOEING CO

77.76%

Shares1.1K

Event2026-06-30

Filed2026-07-16

VICI

VICI PPTYS INC

7.57%

Shares9.2K

Event2026-06-30

Filed2026-07-16

CGMU

CAPITAL GRP ETF

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-16

DKS

DICKS SPORTING GOODS

New

Shares1.1K

Event2026-06-30

Filed2026-07-16

ETN

EATON CORP PLC

New

Shares572

Event2026-06-30

Filed2026-07-16

SERVICENOW INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-16

WAB

WABTEC

0.00%

Shares894

Event2026-06-30

Filed2026-07-16

REALTY INCOME CORP

-8.11%

Shares3.8K

Event2026-06-30

Filed2026-07-16

IJJ

ISHARES S&P MIDCAP ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

DOV

DOVER CORP COMMON

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

FEOE

RBB FD TR ETF

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-16

EQIX

EQUINIX INC

0.00%

Shares205

Event2026-06-30

Filed2026-07-16

DVN

DEVON ENERGY CORP

-15.01%

Shares5.1K

Event2026-06-30

Filed2026-07-16

GPIX

GOLDMAN SACHS TR ETF

0.66%

Shares3.8K

Event2026-06-30

Filed2026-07-16

OMFL

INVESCO SELF ETF

3.05%

Shares3.1K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY ETF

-3.97%

Shares3.5K

Event2026-06-30

Filed2026-07-16

MHD

BLACKROCK MUNIHOLDINGS

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-16

XOVR

ENTREPRENEURSHARES ETF

New

Shares9.7K

Event2026-06-30

Filed2026-07-16

STAG

STAG INDUSTRIAL INC

-17.18%

Shares5.3K

Event2026-06-30

Filed2026-07-16

ISHARES CORE U.S. ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

XMMO

INVESCO S&P MIDCAP ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

XMHQ

INVESCO S&P MIDCAP ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

DEERE & CO

0.00%

Shares284

Event2026-06-30

Filed2026-07-16

ALL

ALLSTATE CORP

New

Shares725

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

SCHV

SCHWAB US LARGE-CAP ETF

-31.87%

Shares4.9K

Event2026-06-30

Filed2026-07-16

SHY

ISHARES ETF

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SERVICE-B

7.17%

Shares1.6K

Event2026-06-30

Filed2026-07-16

SCHA

SCHWAB STRATEGIC TR ETF

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-16

SHV

ISHARES ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

VOT

VANGUARD MID-CAP ETF

-6.38%

Shares514

Event2026-06-30

Filed2026-07-16

CMI

CUMMINS INC

0.00%

Shares220

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP

-14.85%

Shares1.2K

Event2026-06-30

Filed2026-07-16

SCHM

SCHWAB U.S. MID-CAP ETF

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-16

SCHG

SCHWAB US LARGE-CAP ETF

-30.61%

Shares4.0K

Event2026-06-30

Filed2026-07-16

VBK

VANGUARD SMALL CAP ETF

-2.96%

Shares360

Event2026-06-30

Filed2026-07-16

VIGI

VANGUARD INTERNATION ETF

0.36%

Shares1.4K

Event2026-06-30

Filed2026-07-16

JEPI

JPMORGAN EQUITY TR ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-16

ESGV

VANGUARD FD ESG U.S ETF

0.00%

Shares960

Event2026-06-30

Filed2026-07-16

VANGUARD RUSSELL ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

GENL DYNAMICS CORP

0.00%

Shares331

Event2026-06-30

Filed2026-07-16

SCHW

SCHWAB CHARLES CORP NEW

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

AT & T INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-16

EMXC

ISHARES INC ETF

0.19%

Shares1.1K

Event2026-06-30

Filed2026-07-16

SPHQ

INVESCO TR ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

XSVM

INVESCO S&P SMALLCAP ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA

4.74%

Shares464

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD VALUE ETF

-5.01%

Shares474

Event2026-06-30

Filed2026-07-16

SCHX

SCHWAB STRATEGIC TR ETF

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-16

FLMI

FRANKLIN TEMPLETON ETF

New

Shares4.0K

Event2026-06-30

Filed2026-07-16

FEZ

SPDR EURO STOXX 50 ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

GCAL

GOLDMAN SACHS TR ETF

16.67%

Shares1.8K

Event2026-06-30

Filed2026-07-16

VYMI

VANGUARD INTERNATINL ETF

-21.94%

Shares854

Event2026-06-30

Filed2026-07-16

MGK

VANGUARD MEGA CAP ETF

400.00%

Shares925

Event2026-06-30

Filed2026-07-16

FORD MOTOR COMPANY

-19.39%

Shares5.8K

Event2026-06-30

Filed2026-07-16

JAVA

J P MORGAN EXCHANGE ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

CMF

ISHARES CALIFORNIA ETF

10.20%

Shares1.4K

Event2026-06-30

Filed2026-07-16

PAAA

PGIM ETF TR ETF

200.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

VANGUARD LRG CAP ETF

-37.14%

Shares220

Event2026-06-30

Filed2026-07-16

SCHO

SCHWAB STRATEGIC TR ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-16

IWS

ISHARES RUSSELL ETF

0.00%

Shares379

Event2026-06-30

Filed2026-07-16

MGV

VANGUARD MEGA CAP ETF

0.00%

Shares375

Event2026-06-30

Filed2026-07-16

XLK

SELECT SECTOR SPDR ETF

0.00%

Shares312

Event2026-06-30

Filed2026-07-16

IXN

ISHARES GLOBAL TECH ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-16

VUG

VANGUARD GROWTH ETF

443.80%

Shares658

Event2026-06-30

Filed2026-07-16

GENERAL MOTORS CO

0.00%

Shares715

Event2026-06-30

Filed2026-07-16

FLQM

FRANKLIN TEMPLETON ETF

0.00%

Shares949

Event2026-06-30

Filed2026-07-16

JPEM

JPMORGAN ETF

0.00%

Shares846

Event2026-06-30

Filed2026-07-16

XLP

SELECT SECTOR SPDR ETF

542.11%

Shares610

Event2026-06-30

Filed2026-07-16

IMCG

ISHARES MORNINGSTAR ETF

0.00%

Shares510

Event2026-06-30

Filed2026-07-16

RSP

INVESCO TR ETF

0.43%

Shares232

Event2026-06-30

Filed2026-07-16

IEF

ISHARES ETF

0.00%

Shares499

Event2026-06-30

Filed2026-07-16

LUV

SOUTHWEST AIRLINES CO

0.00%

Shares842

Event2026-06-30

Filed2026-07-16

BSJR

INVESCO SELF INDEXED ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-16

BSJQ

INVESCO SELF INDEXED ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-16

PGF

INVESCO ETF

51.49%

Shares2.9K

Event2026-06-30

Filed2026-07-16

FNDX

SCHWAB STRATEGIC TR ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

DFAI

DIMENSIONAL ETF TR ETF

1.18%

Shares856

Event2026-06-30

Filed2026-07-16

XLV

SELECT SECTOR SPDR ETF

0.00%

Shares220

Event2026-06-30

Filed2026-07-16

IWF

ISHARES TR ETF

300.00%

Shares276

Event2026-06-30

Filed2026-07-16

PEY

INVESCO ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC NEW

0.83%

Shares242

Event2026-06-30

Filed2026-07-16

IWD

ISHARES ETF

0.00%

Shares135

Event2026-06-30

Filed2026-07-16

VCIT

VANGUARD INTERMEDIATEETF

6.06%

Shares385

Event2026-06-30

Filed2026-07-16

DVY

ISHARES SELECT ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-16

IWP

ISHARES ETF

0.00%

Shares186

Event2026-06-30

Filed2026-07-16

CMCSA

COMCAST CORP NEW CL A

-34.44%

Shares1.1K

Event2026-06-30

Filed2026-07-16

IUSG

ISHARES ETF

0.00%

Shares132

Event2026-06-30

Filed2026-07-16

AMT

AMERICAN TOWER CORP

0.00%

Shares145

Event2026-06-30

Filed2026-07-16

VANGUARD SMALL CAP ETF

25.81%

Shares78

Event2026-06-30

Filed2026-07-16

PULS

PGIM ETF TRUST ETF

0.00%

Shares450

Event2026-06-30

Filed2026-07-16

MOAT

VANECK VECTORS TR ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD INTL EQTY ETF

0.00%

Shares216

Event2026-06-30

Filed2026-07-16

XLY

SELECT SECTOR SPDR ETF

0.00%

Shares140

Event2026-06-30

Filed2026-07-16

IUSV

ISHARES ETF

0.00%

Shares132

Event2026-06-30

Filed2026-07-16

IBB

ISHARES NASDAQ ETF

0.00%

Shares75

Event2026-06-30

Filed2026-07-16

GTOP

GOLDMAN SACHS TR ETF

0.00%

Shares284

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS

0.00%

Shares75

Event2026-06-30

Filed2026-07-16

VONG

VANGUARD RUSSELL ETF

0.00%

Shares78

Event2026-06-30

Filed2026-07-16

MMC

MARSH

0.00%

Shares59

Event2026-06-30

Filed2026-07-16

VBR

VANGUARD SMALL CAP V ETF

0.00%

Shares32

Event2026-06-30

Filed2026-07-16

IDV

ISHARES ETF

0.00%

Shares187

Event2026-06-30

Filed2026-07-16

TOYOTA MTR CORP ADR

0.00%

Shares45

Event2026-06-30

Filed2026-07-16

EFV

ISHARES ETF

0.00%

Shares86

Event2026-06-30

Filed2026-07-16

SCZ

ISHARES MSCI EAFE ETF

0.00%

Shares77

Event2026-06-30

Filed2026-07-16

IYH

ISHARES ETF

0.00%

Shares77

Event2026-06-30

Filed2026-07-16

JPIN

JPMORGAN ETF ETF

0.00%

Shares52

Event2026-06-30

Filed2026-07-16

VMBS

VANGUARD MORTGAGE ETF

0.00%

Shares47

Event2026-06-30

Filed2026-07-16

BIV

VANGUARD INTERMEDIAT ETF

0.00%

Shares28

Event2026-06-30

Filed2026-07-16

BLV

VANGUARD LONG TERM ETF

0.00%

Shares31

Event2026-06-30

Filed2026-07-16

VXF

VANGUARD EXTENDED ETF

0.00%

Shares4

Event2026-06-30

Filed2026-07-16

IWR

ISHARES RUSSELL ETF

0.00%

Shares8

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available