The Analysis of Ritter Daniher Financial Advisory LLC / DE's Holdings & P&L


Currently, Ritter Daniher Financial Advisory LLC / DE holds 602 types of securities in its portfolio with a total value $656.8M. In the most recent quarter, they have increased their positions in VNLA (+69.7K shares, valued at $3.4M), VUG (+25.9K shares, valued at $2.2M), DAPR (+43.6K shares, valued at $1.8M); decreased their positions in DOCT (-28.1K shares, valued at $1.3M), AVEM (-10.4K shares, valued at $999.9K), JEPI (-17.1K shares, valued at $966.0K); initiated new positions in DAPR (+43.6K shares, valued at $1.8M), PAVE (+1.7K shares, valued at $101.2K), ALAB (+137 shares, valued at $66.2K).


1M P&L
+947.4K+0.19%
3M P&L
+18.0M+3.83%
HY P&L
+28.9M+6.31%

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/A402.0M
82.4%
2Household & Personal Products10.7M
2.2%
3Banks - Regional10.6M
2.2%

Top Industries by Stock Count

1N/A244 stocks
44.0%
2Aerospace & Defense13 stocks
2.3%
3Semiconductors11 stocks
2.0%
Stock Holdings
ISHARES TR
ISHARES TR
-0.89%
Shares140.5K
Event2026-06-30
Filed2026-07-14
DGRO
ISHARES TR
2.53%
Shares658.9K
Event2026-06-30
Filed2026-07-14
PYLD
PIMCO ETF TR
3.74%
Shares1.8M
Event2026-06-30
Filed2026-07-14
ISHARES TR
ISHARES TR
0.96%
Shares388.9K
Event2026-06-30
Filed2026-07-14
AVEM
AMERICAN CENTY ETF TR
-2.60%
Shares388.9K
Event2026-06-30
Filed2026-07-14
IJH
ISHARES TR
0.42%
Shares425.3K
Event2026-06-30
Filed2026-07-14
VNLA
JANUS DETROIT STR TR
11.90%
Shares655.3K
Event2026-06-30
Filed2026-07-14
IJR
ISHARES TR
-0.46%
Shares155.4K
Event2026-06-30
Filed2026-07-14
QGRW
WISDOMTREE TR
2.77%
Shares345.4K
Event2026-06-30
Filed2026-07-14
VOO
VANGUARD INDEX FDS
2.02%
Shares20.1K
Event2026-06-30
Filed2026-07-14
DFIS
DIMENSIONAL ETF TRUST
6.96%
Shares338.8K
Event2026-06-30
Filed2026-07-14
PG
PROCTER & GAMBLE CO
-3.15%
Shares70.8K
Event2026-06-30
Filed2026-07-14
AAPL
APPLE INC
-1.52%
Shares35.4K
Event2026-06-30
Filed2026-07-14
LCNB
LCNB CORP
-0.18%
Shares543.9K
Event2026-06-30
Filed2026-07-14
QQQ
INVESCO QQQ TR
-2.33%
Shares12.0K
Event2026-06-30
Filed2026-07-14
RDVY
FIRST TR EXCHANGE TRADED FD
-0.32%
Shares107.9K
Event2026-06-30
Filed2026-07-14
QQQM
INVESCO EXCH TRADED FD TR II
3.53%
Shares28.0K
Event2026-06-30
Filed2026-07-14
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-0.85%
Shares20.2K
Event2026-06-30
Filed2026-07-14
GOOGL
ALPHABET INC
-4.68%
Shares17.8K
Event2026-06-30
Filed2026-07-14
AMZN
AMAZON COM INC
-1.97%
Shares21.6K
Event2026-06-30
Filed2026-07-14
VYM
VANGUARD WHITEHALL FDS
-0.93%
Shares32.5K
Event2026-06-30
Filed2026-07-14
DJUL
FIRST TR EXCHNG TRADED FD VI
-7.02%
Shares101.8K
Event2026-06-30
Filed2026-07-14
VTV
VANGUARD INDEX FDS
-2.48%
Shares22.6K
Event2026-06-30
Filed2026-07-14
VIG
VANGUARD SPECIALIZED FUNDS
-1.57%
Shares20.4K
Event2026-06-30
Filed2026-07-14
DDEC
FIRST TR EXCHNG TRADED FD VI
-0.70%
Shares92.6K
Event2026-06-30
Filed2026-07-14
MSFT
MICROSOFT CORP
-1.75%
Shares10.7K
Event2026-06-30
Filed2026-07-14
CTAS
CINTAS CORP
0.00%
Shares22.3K
Event2026-06-30
Filed2026-07-14
SPYG
SPDR SERIES TRUST
-0.24%
Shares30.8K
Event2026-06-30
Filed2026-07-14
SPDR SERIES TRUST
SPDR SERIES TRUST
109.06%
Shares36.0K
Event2026-06-30
Filed2026-07-14
VUG
VANGUARD INDEX FDS
497.10%
Shares31.1K
Event2026-06-30
Filed2026-07-14
GOOG
ALPHABET INC
-0.24%
Shares6.6K
Event2026-06-30
Filed2026-07-14
TGRW
T ROWE PRICE EXCHANGE-TRADED
-3.16%
Shares47.5K
Event2026-06-30
Filed2026-07-14
FPE
FIRST TR EXCH TRADED FD III
-0.35%
Shares125.2K
Event2026-06-30
Filed2026-07-14
DAUG
FIRST TR EXCHNG TRADED FD VI
-11.49%
Shares47.3K
Event2026-06-30
Filed2026-07-14
DMAY
FIRST TR EXCHNG TRADED FD VI
61.41%
Shares46.3K
Event2026-06-30
Filed2026-07-14
JEPI
J P MORGAN EXCHANGE TRADED F
-32.39%
Shares35.7K
Event2026-06-30
Filed2026-07-14
APPLIED MATLS INC
APPLIED MATLS INC
-17.97%
Shares2.7K
Event2026-06-30
Filed2026-07-14
META PLATFORMS INC
META PLATFORMS INC
-0.80%
Shares3.3K
Event2026-06-30
Filed2026-07-14
IJT
ISHARES TR
-3.17%
Shares10.1K
Event2026-06-30
Filed2026-07-14
IJJ
ISHARES TR
-0.46%
Shares12.1K
Event2026-06-30
Filed2026-07-14
DAPR
FIRST TR EXCHNG TRADED FD VI
New
Shares43.6K
Event2026-06-30
Filed2026-07-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-8.99%
Shares3.7K
Event2026-06-30
Filed2026-07-14
AVIV
AMERICAN CENTY ETF TR
-0.68%
Shares22.8K
Event2026-06-30
Filed2026-07-14
IWP
ISHARES TR
-0.11%
Shares12.0K
Event2026-06-30
Filed2026-07-14
IJK
ISHARES TR
-4.33%
Shares14.8K
Event2026-06-30
Filed2026-07-14
VTEB
VANGUARD MUN BD FDS
-21.64%
Shares34.2K
Event2026-06-30
Filed2026-07-14
LLY
ELI LILLY & CO
-4.99%
Shares1.4K
Event2026-06-30
Filed2026-07-14
DJUN
FIRST TR EXCHNG TRADED FD VI
-29.94%
Shares34.7K
Event2026-06-30
Filed2026-07-14
JAVA
J P MORGAN EXCHANGE TRADED F
-0.10%
Shares20.8K
Event2026-06-30
Filed2026-07-14
SDVY
FIRST TR EXCHANGE TRADED FD
4.63%
Shares37.9K
Event2026-06-30
Filed2026-07-14
VIOO
VANGUARD ADMIRAL FDS INC
-0.87%
Shares11.2K
Event2026-06-30
Filed2026-07-14
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-06-30
Filed2026-07-14
TSLA
TESLA INC
0.73%
Shares3.5K
Event2026-06-30
Filed2026-07-14
EFG
ISHARES TR
0.00%
Shares11.6K
Event2026-06-30
Filed2026-07-14
IVOO
VANGUARD ADMIRAL FDS INC
-4.09%
Shares10.9K
Event2026-06-30
Filed2026-07-14
IVW
ISHARES TR
0.00%
Shares10.2K
Event2026-06-30
Filed2026-07-14
VISA INC
VISA INC
-3.67%
Shares4.0K
Event2026-06-30
Filed2026-07-14
SCHX
SCHWAB STRATEGIC TR
-3.36%
Shares46.9K
Event2026-06-30
Filed2026-07-14
EXXON MOBIL CORP
EXXON MOBIL CORP
-0.21%
Shares9.8K
Event2026-06-30
Filed2026-07-14
VOE
VANGUARD INDEX FDS
0.20%
Shares6.6K
Event2026-06-30
Filed2026-07-14
SPGP
INVESCO EXCHANGE TRADED FD T
-13.31%
Shares10.6K
Event2026-06-30
Filed2026-07-14
BKNG
BOOKING HOLDINGS INC
2238.64%
Shares7.2K
Event2026-06-30
Filed2026-07-14
SCHW
SCHWAB CHARLES CORP
-10.54%
Shares13.7K
Event2026-06-30
Filed2026-07-14
WFC
WELLS FARGO & CO
-1.17%
Shares14.5K
Event2026-06-30
Filed2026-07-14
VBR
VANGUARD INDEX FDS
-0.85%
Shares4.9K
Event2026-06-30
Filed2026-07-14
NEXTERA ENERGY INC
NEXTERA ENERGY INC
0.08%
Shares13.3K
Event2026-06-30
Filed2026-07-14
IJS
ISHARES TR
-0.91%
Shares8.4K
Event2026-06-30
Filed2026-07-14
RSP
INVESCO EXCHANGE TRADED FD T
-5.80%
Shares5.4K
Event2026-06-30
Filed2026-07-14
IWR
ISHARES TR
-1.10%
Shares10.3K
Event2026-06-30
Filed2026-07-14
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-5.81%
Shares1.2K
Event2026-06-30
Filed2026-07-14
DOCT
FIRST TR EXCHNG TRADED FD VI
-54.81%
Shares23.2K
Event2026-06-30
Filed2026-07-14
EFA
ISHARES TR
-2.75%
Shares10.4K
Event2026-06-30
Filed2026-07-14
FPEI
FIRST TR EXCH TRADED FD III
-2.74%
Shares53.2K
Event2026-06-30
Filed2026-07-14
JMST
J P MORGAN EXCHANGE TRADED F
0.04%
Shares19.3K
Event2026-06-30
Filed2026-07-14
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-1.65%
Shares1.9K
Event2026-06-30
Filed2026-07-14
ELV
ELEVANCE HEALTH INC FORMERLY
-9.18%
Shares2.5K
Event2026-06-30
Filed2026-07-14
VEA
VANGUARD TAX-MANAGED FDS
3.46%
Shares13.1K
Event2026-06-30
Filed2026-07-14
MOAT
VANECK ETF TRUST
-1.36%
Shares8.4K
Event2026-06-30
Filed2026-07-14
VB
VANGUARD INDEX FDS
-2.75%
Shares2.8K
Event2026-06-30
Filed2026-07-14
IWM
ISHARES TR
-2.66%
Shares2.8K
Event2026-06-30
Filed2026-07-14
NSC
NORFOLK SOUTHN CORP
0.22%
Shares2.7K
Event2026-06-30
Filed2026-07-14
COWZ
PACER FDS TR
-6.87%
Shares13.5K
Event2026-06-30
Filed2026-07-14
GLD
SPDR GOLD TR
0.58%
Shares2.3K
Event2026-06-30
Filed2026-07-14
NVDA
NVIDIA CORPORATION
-2.14%
Shares4.1K
Event2026-06-30
Filed2026-07-14
SPYV
SPDR SERIES TRUST
-3.70%
Shares13.3K
Event2026-06-30
Filed2026-07-14
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-1.28%
Shares1.1K
Event2026-06-30
Filed2026-07-14
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
0.08%
Shares2.4K
Event2026-06-30
Filed2026-07-14
DFEB
FIRST TR EXCHNG TRADED FD VI
-2.04%
Shares14.4K
Event2026-06-30
Filed2026-07-14
IQV
IQVIA HLDGS INC
-2.92%
Shares3.8K
Event2026-06-30
Filed2026-07-14
EFV
ISHARES TR
0.00%
Shares9.0K
Event2026-06-30
Filed2026-07-14
PM
PHILIP MORRIS INTL INC
-10.11%
Shares3.8K
Event2026-06-30
Filed2026-07-14
RTX CORPORATION
RTX CORPORATION
-2.14%
Shares3.5K
Event2026-06-30
Filed2026-07-14
BROADCOM INC
BROADCOM INC
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-14
ADI
ANALOG DEVICES INC
-8.43%
Shares1.5K
Event2026-06-30
Filed2026-07-14
BK
BANK OF NY MELLON CORP
-1.60%
Shares4.2K
Event2026-06-30
Filed2026-07-14
IWS
ISHARES TR
4.07%
Shares3.5K
Event2026-06-30
Filed2026-07-14
INTC
INTEL CORP
0.00%
Shares4.0K
Event2026-06-30
Filed2026-07-14
DIS
DISNEY WALT CO
-2.74%
Shares5.8K
Event2026-06-30
Filed2026-07-14
IVE
ISHARES TR
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-14
LECO
LINCOLN ELEC HLDGS INC
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-14
IWD
ISHARES TR
-0.63%
Shares2.2K
Event2026-06-30
Filed2026-07-14
FITB
FIFTH THIRD BANCORP
-4.65%
Shares9.4K
Event2026-06-30
Filed2026-07-14
OUNZ
VANECK MERK GOLD ETF
0.00%
Shares13.6K
Event2026-06-30
Filed2026-07-14
DVY
ISHARES TR
0.03%
Shares3.3K
Event2026-06-30
Filed2026-07-14
QUANTA SVCS INC
QUANTA SVCS INC
0.00%
Shares702
Event2026-06-30
Filed2026-07-14
CVX
CHEVRON CORPORATION
-3.81%
Shares3.0K
Event2026-06-30
Filed2026-07-14
BAC
BANK OF AMER CORP
-0.70%
Shares8.6K
Event2026-06-30
Filed2026-07-14
SCHG
SCHWAB STRATEGIC TR
16.83%
Shares13.8K
Event2026-06-30
Filed2026-07-14
RWL
INVESCO EXCH TRADED FD TR II
1.67%
Shares3.7K
Event2026-06-30
Filed2026-07-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-5.11%
Shares1.2K
Event2026-06-30
Filed2026-07-14
NVS
NOVARTIS AG
-9.21%
Shares2.8K
Event2026-06-30
Filed2026-07-14
CRDO
CREDO TECHNOLOGY GROUP HOLDI
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-14
COR
CENCORA INC
-10.36%
Shares1.5K
Event2026-06-30
Filed2026-07-14
ITOT
ISHARES TR
0.38%
Shares2.6K
Event2026-06-30
Filed2026-07-14
COP
CONOCOPHILLIPS
-0.30%
Shares4.0K
Event2026-06-30
Filed2026-07-14
PPA
INVESCO EXCHANGE TRADED FD T
6.82%
Shares2.3K
Event2026-06-30
Filed2026-07-14
KO
COCA COLA CO
-5.17%
Shares5.0K
Event2026-06-30
Filed2026-07-14
CISCO SYS INC
CISCO SYS INC
0.32%
Shares3.4K
Event2026-06-30
Filed2026-07-14
DUK
DUKE ENERGY CORP NEW
-2.52%
Shares3.1K
Event2026-06-30
Filed2026-07-14
LMBS
FIRST TR EXCHANGE-TRADED FD
-24.65%
Shares7.7K
Event2026-06-30
Filed2026-07-14
JNJ
JOHNSON & JOHNSON
-4.69%
Shares1.5K
Event2026-06-30
Filed2026-07-14
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares6.5K
Event2026-06-30
Filed2026-07-14
DSI
ISHARES TR
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-14
BTT
BLACKROCK MUN TARGET TERM TR
0.61%
Shares15.4K
Event2026-06-30
Filed2026-07-14
DSEP
FIRST TR EXCHNG TRADED FD VI
-1.01%
Shares7.3K
Event2026-06-30
Filed2026-07-14
DNOV
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares6.7K
Event2026-06-30
Filed2026-07-14
WMT
WALMART INC
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-14
ORACLE CORP
ORACLE CORP
-1.79%
Shares2.3K
Event2026-06-30
Filed2026-07-14
GD
GENERAL DYNAMICS CORP
0.42%
Shares950
Event2026-06-30
Filed2026-07-14
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-23.40%
Shares792
Event2026-06-30
Filed2026-07-14
PFE
PFIZER INC
0.00%
Shares13.7K
Event2026-06-30
Filed2026-07-14
GE
GE AEROSPACE
0.81%
Shares866
Event2026-06-30
Filed2026-07-14
QCOM
QUALCOMM INC
-36.76%
Shares1.7K
Event2026-06-30
Filed2026-07-14
WDC
WESTERN DIGITAL CORP
0.00%
Shares500
Event2026-06-30
Filed2026-07-14
IBM
INTERNATIONAL BUSINESS MACHS
-3.68%
Shares1.1K
Event2026-06-30
Filed2026-07-14
ABBVIE INC
ABBVIE INC
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-14
VTES
VANGUARD WELLINGTON FD
24.49%
Shares3.0K
Event2026-06-30
Filed2026-07-14
PHO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares4.4K
Event2026-06-30
Filed2026-07-14
JHMM
JOHN HANCOCK EXCHANGE TRADED
0.00%
Shares4.0K
Event2026-06-30
Filed2026-07-14
PSCT
INVESCO EXCH TRADED FD TR II
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-14
PEP
PEPSICO INC
-1.03%
Shares2.1K
Event2026-06-30
Filed2026-07-14
LOW
LOWES COS INC
-1.98%
Shares1.3K
Event2026-06-30
Filed2026-07-14
APD
AIR PRODUCTS AND CHEMICALS I
-16.35%
Shares911
Event2026-06-30
Filed2026-07-14
IWF
ISHARES TR
300.00%
Shares2.1K
Event2026-06-30
Filed2026-07-14
UL
UNILEVER PLC
-19.73%
Shares4.4K
Event2026-06-30
Filed2026-07-14
RDVI
FIRST TR EXCHANGE-TRADED FD
-3.29%
Shares8.9K
Event2026-06-30
Filed2026-07-14
HD
HOME DEPOT INC
-12.39%
Shares728
Event2026-06-30
Filed2026-07-14
ECL
ECOLAB INC
-7.83%
Shares918
Event2026-06-30
Filed2026-07-14
BPRE
BLUEROCK PVT REAL ESTATE FD
5.66%
Shares19.4K
Event2026-06-30
Filed2026-07-14
MCD
MCDONALDS CORP
-10.24%
Shares920
Event2026-06-30
Filed2026-07-14
XLV
SELECT SECTOR SPDR TR
0.39%
Shares1.6K
Event2026-06-30
Filed2026-07-14
EEM
ISHARES TR
0.00%
Shares3.5K
Event2026-06-30
Filed2026-07-14
SLV
ISHARES SILVER TR
7.36%
Shares4.4K
Event2026-06-30
Filed2026-07-14
SCHF
SCHWAB STRATEGIC TR
-0.38%
Shares8.3K
Event2026-06-30
Filed2026-07-14
ACWI
ISHARES TR
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-14
GEV
GE VERNOVA INC
-9.05%
Shares191
Event2026-06-30
Filed2026-07-14
BA
BOEING CO
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-14
USB
US BANCORP
0.00%
Shares3.7K
Event2026-06-30
Filed2026-07-14
ISCG
ISHARES TR
-8.26%
Shares3.3K
Event2026-06-30
Filed2026-07-14
QQQE
DIREXION SHARES ETF TRUST
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-14
MCK
MCKESSON CORP
-4.39%
Shares283
Event2026-06-30
Filed2026-07-14
DES
WISDOMTREE TR
0.62%
Shares5.2K
Event2026-06-30
Filed2026-07-14
DMAR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares4.7K
Event2026-06-30
Filed2026-07-14
IWB
ISHARES TR
-4.80%
Shares516
Event2026-06-30
Filed2026-07-14
MU
MICRON TECHNOLOGY INC
138.67%
Shares179
Event2026-06-30
Filed2026-07-14
MEDTRONIC PLC
MEDTRONIC PLC
-4.21%
Shares2.6K
Event2026-06-30
Filed2026-07-14
KR
KROGER CO
-8.10%
Shares3.6K
Event2026-06-30
Filed2026-07-14
VHT
VANGUARD WORLD FD
-5.84%
Shares661
Event2026-06-30
Filed2026-07-14
RPG
INVESCO EXCHANGE TRADED FD T
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-14
ABNB
AIRBNB INC
-4.66%
Shares1.3K
Event2026-06-30
Filed2026-07-14
AVDV
AMERICAN CENTY ETF TR
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-14
AXP
AMERICAN EXPRESS CO
0.00%
Shares531
Event2026-06-30
Filed2026-07-14
VBK
VANGUARD INDEX FDS
0.62%
Shares485
Event2026-06-30
Filed2026-07-14
CHKP
CHECK POINT SOFTWARE TECH LT
-15.68%
Shares1.3K
Event2026-06-30
Filed2026-07-14
TMO
THERMO FISHER SCIENTIFIC INC
-8.44%
Shares347
Event2026-06-30
Filed2026-07-14
UNP
UNION PAC CORP
0.48%
Shares633
Event2026-06-30
Filed2026-07-14
VTIP
VANGUARD MALVERN FDS
0.00%
Shares3.4K
Event2026-06-30
Filed2026-07-14
SCHM
SCHWAB STRATEGIC TR
0.00%
Shares4.6K
Event2026-06-30
Filed2026-07-14
UBER
UBER TECHNOLOGIES INC
-1.06%
Shares2.2K
Event2026-06-30
Filed2026-07-14
MRK
MERCK & CO INC
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-14
VEEV
VEEVA SYS INC
-42.15%
Shares910
Event2026-06-30
Filed2026-07-14
GRID
FIRST TR EXCHANGE-TRADED FD
3.19%
Shares840
Event2026-06-30
Filed2026-07-14
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares403
Event2026-06-30
Filed2026-07-14
BHM
BLUEROCK HOMES TRUST INC
1.06%
Shares17.6K
Event2026-06-30
Filed2026-07-14
MAS
MASCO CORP
-20.92%
Shares1.9K
Event2026-06-30
Filed2026-07-14
FSLR
FIRST SOLAR INC
-9.03%
Shares655
Event2026-06-30
Filed2026-07-14
IWV
ISHARES TR
0.00%
Shares355
Event2026-06-30
Filed2026-07-14
RAAX
VANECK ETF TRUST
7.24%
Shares3.7K
Event2026-06-30
Filed2026-07-14
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-14
TGT
TARGET CORP
0.36%
Shares1.1K
Event2026-06-30
Filed2026-07-14
SCHA
SCHWAB STRATEGIC TR
-4.12%
Shares4.0K
Event2026-06-30
Filed2026-07-14
CRM
SALESFORCE INC
-29.70%
Shares916
Event2026-06-30
Filed2026-07-14
URI
UNITED RENTALS INC
0.00%
Shares125
Event2026-06-30
Filed2026-07-14
ASML
ASML HLDG NV
0.00%
Shares70
Event2026-06-30
Filed2026-07-14
YLDE
LEGG MASON ETF INVT
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-14
SOUTHERN CO
SOUTHERN CO
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-14
AEP
AMERICAN ELEC PWR CO INC
0.30%
Shares1.0K
Event2026-06-30
Filed2026-07-14
PIO
INVESCO EXCH TRADED FD TR II
0.20%
Shares3.0K
Event2026-06-30
Filed2026-07-14
TCAF
T ROWE PRICE EXCHANGE-TRADED
-8.95%
Shares3.3K
Event2026-06-30
Filed2026-07-14
NETFLIX INC.
NETFLIX INC.
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-14
CMCSA
COMCAST CORP NEW
-14.65%
Shares5.3K
Event2026-06-30
Filed2026-07-14
ISHARES TR
ISHARES TR
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-14
VRTX
VERTEX PHARMACEUTICALS INC
-9.57%
Shares255
Event2026-06-30
Filed2026-07-14
VV
VANGUARD INDEX FDS
0.00%
Shares367
Event2026-06-30
Filed2026-07-14
3M CO
3M CO
0.00%
Shares763
Event2026-06-30
Filed2026-07-14
MPLX
MPLX LP
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-14
CDEI
MORGAN STANLEY ETF TRUST
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-14
NOBL
PROSHARES TR
84.38%
Shares2.1K
Event2026-06-30
Filed2026-07-14
QUAL
ISHARES TR
0.00%
Shares545
Event2026-06-30
Filed2026-07-14
FELC
FIDELITY COVINGTON TRUST
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-14
BSV
VANGUARD BD INDEX FDS
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-14
GNOV
FIRST TR EXCHNG TRADED FD VI
-2.16%
Shares2.8K
Event2026-06-30
Filed2026-07-14
BIV
VANGUARD BD INDEX FDS
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-14
KLAC
KLA CORP
689.58%
Shares379
Event2026-06-30
Filed2026-07-14
OEF
ISHARES TR
0.00%
Shares312
Event2026-06-30
Filed2026-07-14
PMBS
PIMCO ETF TR
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-14
AMD
ADVANCED MICRO DEVICES INC
0.00%
Shares190
Event2026-06-30
Filed2026-07-14
PDEC
INNOVATOR ETFS TRUST
-5.13%
Shares2.3K
Event2026-06-30
Filed2026-07-14
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares428
Event2026-06-30
Filed2026-07-14
GAPR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-14
ICE
INTERCONTINENTAL EXCHANGE IN
9.71%
Shares836
Event2026-06-30
Filed2026-07-14
PAVE
GLOBAL X FDS
New
Shares1.7K
Event2026-06-30
Filed2026-07-14
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-14
VFH
VANGUARD WORLD FD
3.50%
Shares740
Event2026-06-30
Filed2026-07-14
OKE
ONEOK INC NEW
0.09%
Shares1.1K
Event2026-06-30
Filed2026-07-14
PHYS
SPROTT ASSET MANAGEMENT LP
0.00%
Shares3.2K
Event2026-06-30
Filed2026-07-14
ICLN
ISHARES TR
0.00%
Shares4.5K
Event2026-06-30
Filed2026-07-14
HBAN
HUNTINGTON BANCSHARES INC
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-14
LIN
LINDE PLC
0.00%
Shares177
Event2026-06-30
Filed2026-07-14
DFAX
DIMENSIONAL ETF TRUST
0.00%
Shares2.5K
Event2026-06-30
Filed2026-07-14
NUE
NUCOR CORP
1.25%
Shares405
Event2026-06-30
Filed2026-07-14
CMI
CUMMINS INC
0.00%
Shares125
Event2026-06-30
Filed2026-07-14
CINF
CINCINNATI FINL CORP
0.00%
Shares476
Event2026-06-30
Filed2026-07-14
HPE
HEWLETT PACKARD ENTERPRISE C
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-14
VOT
VANGUARD INDEX FDS
0.00%
Shares275
Event2026-06-30
Filed2026-07-14
VO
VANGUARD INDEX FDS
300.00%
Shares1.0K
Event2026-06-30
Filed2026-07-14
VDE
VANGUARD WORLD FD
0.56%
Shares540
Event2026-06-30
Filed2026-07-14
REMX
VANECK ETF TRUST
0.00%
Shares895
Event2026-06-30
Filed2026-07-14
ABT
ABBOTT LABORATORIES
0.00%
Shares866
Event2026-06-30
Filed2026-07-14
MAC
MACERICH CO
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-14
T
AT&T INC
-20.65%
Shares3.7K
Event2026-06-30
Filed2026-07-14
GPIX
GOLDMAN SACHS ETF TR
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-14
CARR
CARRIER GLOBAL CORPORATION
0.29%
Shares1.0K
Event2026-06-30
Filed2026-07-14
XLP
SELECT SECTOR SPDR TR
0.00%
Shares872
Event2026-06-30
Filed2026-07-14
CNI
CANADIAN NATL RY CO
0.00%
Shares600
Event2026-06-30
Filed2026-07-14
GLW
CORNING INC
0.00%
Shares275
Event2026-06-30
Filed2026-07-14
SNY
SANOFI SA
-62.00%
Shares1.6K
Event2026-06-30
Filed2026-07-14
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares238
Event2026-06-30
Filed2026-07-14
XJH
ISHARES TR
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-14
VXUS
VANGUARD STAR FDS
0.00%
Shares800
Event2026-06-30
Filed2026-07-14
GOCT
FIRST TR EXCHNG TRADED FD VI
-3.25%
Shares1.6K
Event2026-06-30
Filed2026-07-14
ENB
ENBRIDGE INC
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-14
BDX
BECTON DICKINSON & CO
-24.40%
Shares443
Event2026-06-30
Filed2026-07-14
SBUX
STARBUCKS CORP
-24.74%
Shares654
Event2026-06-30
Filed2026-07-14
ALAB
ASTERA LABS INC
New
Shares137
Event2026-06-30
Filed2026-07-14
RSPE
INVESCO EXCH TRADED FD TR II
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-14
ICLR
ICON PUB LTD CO
0.00%
Shares371
Event2026-06-30
Filed2026-07-14
ESGD
ISHARES TR
0.00%
Shares620
Event2026-06-30
Filed2026-07-14
GLAD
GLADSTONE CAP CORP
2.35%
Shares3.2K
Event2026-06-30
Filed2026-07-14
CORTEVA INC
CORTEVA INC
0.00%
Shares729
Event2026-06-30
Filed2026-07-14
VZ
VERIZON COMMUNICATIONS INC
-1.36%
Shares1.5K
Event2026-06-30
Filed2026-07-14
NPFD
NUVEEN VRIABL RAT PFD & INM
-31.42%
Shares3.3K
Event2026-06-30
Filed2026-07-14
THNQ
EXCHANGE TRADED CONCEPTS TRU
-11.26%
Shares662
Event2026-06-30
Filed2026-07-14
ADP
AUTOMATIC DATA PROCESSING IN
-33.33%
Shares268
Event2026-06-30
Filed2026-07-14
SPSM
SPDR SERIES TRUST
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-14
DFAT
DIMENSIONAL ETF TRUST
0.00%
Shares832
Event2026-06-30
Filed2026-07-14
WOR
WORTHINGTON ENTERPRISES INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-14
OMC
OMNICOM GROUP INC
-23.91%
Shares783
Event2026-06-30
Filed2026-07-14
DAL
DELTA AIR LINES INC
0.00%
Shares604
Event2026-06-30
Filed2026-07-14
DECK
DECKERS OUTDOOR CORP
0.00%
Shares568
Event2026-06-30
Filed2026-07-14
IAU
ISHARES GOLD TR
0.00%
Shares707
Event2026-06-30
Filed2026-07-14
ANET
ARISTA NETWORKS INC
0.00%
Shares304
Event2026-06-30
Filed2026-07-14
SRE
SEMPRA
0.00%
Shares553
Event2026-06-30
Filed2026-07-14
KNG
FIRST TR EXCHANGE-TRADED FD
-7.23%
Shares1.0K
Event2026-06-30
Filed2026-07-14
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares100
Event2026-06-30
Filed2026-07-14
ADOBE INC
ADOBE INC
-40.53%
Shares245
Event2026-06-30
Filed2026-07-14
SPHY
SPDR SERIES TRUST
New
Shares2.4K
Event2026-06-30
Filed2026-07-14
SCHR
SCHWAB STRATEGIC TR
1.01%
Shares2.0K
Event2026-06-30
Filed2026-07-14
GOOD
GLADSTONE COMMERCIAL CORP
2.40%
Shares4.0K
Event2026-06-30
Filed2026-07-14
SHY
ISHARES TR
0.00%
Shares600
Event2026-06-30
Filed2026-07-14
XJR
ISHARES TR
0.00%
Shares919
Event2026-06-30
Filed2026-07-14
FRNW
FIDELITY COVINGTON TRUST
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-14
PSA
PUBLIC STORAGE
-42.08%
Shares150
Event2026-06-30
Filed2026-07-14
NVT
NVENT ELEC PLC
-26.67%
Shares275
Event2026-06-30
Filed2026-07-14
UNIT
UNITI GROUP LLC
0.00%
Shares4.0K
Event2026-06-30
Filed2026-07-14
PEBO
PEOPLES BANCORP INC
1.27%
Shares1.2K
Event2026-06-30
Filed2026-07-14
CLS
CELESTICA INC
0.00%
Shares121
Event2026-06-30
Filed2026-07-14
NVO
NOVO-NORDISK A S
0.00%
Shares895
Event2026-06-30
Filed2026-07-14
ALAI
THE ALGER ETF TRUST
0.00%
Shares940
Event2026-06-30
Filed2026-07-14
DCI
DONALDSON INC
0.21%
Shares477
Event2026-06-30
Filed2026-07-14
APOG
APOGEE ENTERPRISES INC
0.65%
Shares936
Event2026-06-30
Filed2026-07-14
NKE
NIKE INC
0.20%
Shares995
Event2026-06-30
Filed2026-07-14
VWO
VANGUARD INTL EQUITY INDEX F
48.37%
Shares684
Event2026-06-30
Filed2026-07-14
AIVL
WISDOMTREE TR
0.65%
Shares308
Event2026-06-30
Filed2026-07-14
VPU
VANGUARD WORLD FD
0.50%
Shares202
Event2026-06-30
Filed2026-07-14
PPL CORP
PPL CORP
0.75%
Shares1.1K
Event2026-06-30
Filed2026-07-14
WS
WORTHINGTON STL INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-14
AA
ALCOA CORP
0.00%
Shares733
Event2026-06-30
Filed2026-07-14
DEO
DIAGEO PLC
-39.02%
Shares475
Event2026-06-30
Filed2026-07-14
SCHV
SCHWAB STRATEGIC TR
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-14
KTB
KONTOOR BRANDS INC
0.00%
Shares443
Event2026-06-30
Filed2026-07-14
HODL
VANECK BITCOIN ETF
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-14
SPHQ
INVESCO EXCHANGE TRADED FD T
0.00%
Shares400
Event2026-06-30
Filed2026-07-14
HUM
HUMANA INC
0.00%
Shares90
Event2026-06-30
Filed2026-07-14
CSX
CSX CORP
0.00%
Shares750
Event2026-06-30
Filed2026-07-14
XLE
SELECT SECTOR SPDR TR
-22.76%
Shares665
Event2026-06-30
Filed2026-07-14
ILCG
ISHARES TR
0.00%
Shares301
Event2026-06-30
Filed2026-07-14
MPW
MEDICAL PROPERTIES TRUST INC
1.85%
Shares7.6K
Event2026-06-30
Filed2026-07-14
TDIV
FIRST TR EXCHANGE TRADED FD
0.00%
Shares305
Event2026-06-30
Filed2026-07-14
AMERIPRISE FINL INC
AMERIPRISE FINL INC
0.00%
Shares76
Event2026-06-30
Filed2026-07-14
RDDT
REDDIT INC
0.00%
Shares200
Event2026-06-30
Filed2026-07-14
SJM
SMUCKER J M CO
0.66%
Shares307
Event2026-06-30
Filed2026-07-14
PRU
PRUDENTIAL FINL INC
-46.00%
Shares304
Event2026-06-30
Filed2026-07-14
UAL
UNITED AIRLS HLDGS INC
0.00%
Shares240
Event2026-06-30
Filed2026-07-14
IVOG
VANGUARD ADMIRAL FDS INC
0.00%
Shares221
Event2026-06-30
Filed2026-07-14
WTRG
ESSENTIAL UTILS INC
0.96%
Shares842
Event2026-06-30
Filed2026-07-14
CRWV
COREWEAVE INC
0.00%
Shares320
Event2026-06-30
Filed2026-07-14
ENPH
ENPHASE ENERGY INC
0.00%
Shares640
Event2026-06-30
Filed2026-07-14
MRVL
MARVELL TECHNOLOGY INC
0.00%
Shares105
Event2026-06-30
Filed2026-07-14
VNQ
VANGUARD INDEX FDS
0.94%
Shares323
Event2026-06-30
Filed2026-07-14
FBT
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares125
Event2026-06-30
Filed2026-07-14
SCHD
SCHWAB STRATEGIC TR
0.00%
Shares975
Event2026-06-30
Filed2026-07-14
QCLN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares504
Event2026-06-30
Filed2026-07-14
LULU
LULULEMON ATHLETICA INC
0.00%
Shares269
Event2026-06-30
Filed2026-07-14
ORI
OLD REP INTL CORP
0.00%
Shares750
Event2026-06-30
Filed2026-07-14
SHW
SHERWIN WILLIAMS CO
0.00%
Shares89
Event2026-06-30
Filed2026-07-14
DNN
DENISON MINES CORP
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-14
PBD
INVESCO EXCH TRADED FD TR II
0.39%
Shares1.6K
Event2026-06-30
Filed2026-07-14
XISE
FIRST TR EXCHNG TRADED FD VI
1.55%
Shares982
Event2026-06-30
Filed2026-07-14
IBRX
IMMUNITYBIO INC
0.00%
Shares3.3K
Event2026-06-30
Filed2026-07-14
ADVANCED ENERGY INDS
ADVANCED ENERGY INDS
-57.14%
Shares75
Event2026-06-30
Filed2026-07-14
ED
CONSOLIDATED EDISON INC
0.00%
Shares250
Event2026-06-30
Filed2026-07-14
WBD
WARNER BROS DISCOVERY INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-14
ITW
ILLINOIS TOOL WKS INC
-31.03%
Shares100
Event2026-06-30
Filed2026-07-14
IBIT
ISHARES BITCOIN TRUST ETF
0.00%
Shares803
Event2026-06-30
Filed2026-07-14
TRFK
PACER FDS TR
New
Shares250
Event2026-06-30
Filed2026-07-14
SLYG
SPDR SERIES TRUST
0.00%
Shares220
Event2026-06-30
Filed2026-07-14
IGSB
ISHARES TR
0.00%
Shares500
Event2026-06-30
Filed2026-07-14
ASA
ASA GOLD AND PRECIOUS MTLS L
0.00%
Shares500
Event2026-06-30
Filed2026-07-14
FTEC
FIDELITY COVINGTON TRUST
0.00%
Shares89
Event2026-06-30
Filed2026-07-14
STE
STERIS PLC
0.00%
Shares120
Event2026-06-30
Filed2026-07-14
APLD
APPLIED DIGITAL CORP
0.00%
Shares671
Event2026-06-30
Filed2026-07-14
MYRG
MYR GROUP INC
-50.00%
Shares50
Event2026-06-30
Filed2026-07-14
SUSC
ISHARES TR
1.14%
Shares1.1K
Event2026-06-30
Filed2026-07-14
GAIN
GLADSTONE INVT CORP
1.53%
Shares1.6K
Event2026-06-30
Filed2026-07-14
LRCX
LAM RESEARCH CORP
0.00%
Shares57
Event2026-06-30
Filed2026-07-14
ITA
ISHARES TR
0.00%
Shares100
Event2026-06-30
Filed2026-07-14
VIK
VIKING HOLDINGS LTD
0.00%
Shares229
Event2026-06-30
Filed2026-07-14
FR
FIRST INDL RLTY TR INC
0.00%
Shares386
Event2026-06-30
Filed2026-07-14
RSPT
INVESCO EXCHANGE TRADED FD T
0.00%
Shares362
Event2026-06-30
Filed2026-07-14
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-81.81%
Shares199
Event2026-06-30
Filed2026-07-14
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
3.43%
Shares241
Event2026-06-30
Filed2026-07-14
DLS
WISDOMTREE TR
1.90%
Shares268
Event2026-06-30
Filed2026-07-14
SNX
TD SYNNEX CORPORATION
0.00%
Shares82
Event2026-06-30
Filed2026-07-14
THG
HANOVER INS GROUP INC
0.00%
Shares102
Event2026-06-30
Filed2026-07-14
JOBY
JOBY AVIATION INC
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-14
FTNT
FORTINET INC
0.00%
Shares140
Event2026-06-30
Filed2026-07-14
CCL
CARNIVAL CORP LTD
New
Shares743
Event2026-06-30
Filed2026-07-14
VIGI
VANGUARD WHITEHALL FDS
0.00%
Shares226
Event2026-06-30
Filed2026-07-14
STT
STATE STR CORP
0.00%
Shares123
Event2026-06-30
Filed2026-07-14
MTZ
MASTEC INC
-66.67%
Shares50
Event2026-06-30
Filed2026-07-14
CHEWY INC
CHEWY INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-14
VSS
VANGUARD INTL EQUITY INDEX F
-4.32%
Shares133
Event2026-06-30
Filed2026-07-14
CI
THE CIGNA GROUP
0.00%
Shares74
Event2026-06-30
Filed2026-07-14
MDLZ
MONDELEZ INTL INC
-34.94%
Shares352
Event2026-06-30
Filed2026-07-14
KVUE
KENVUE INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-14
DOW
DOW HLDGS INC
0.00%
Shares727
Event2026-06-30
Filed2026-07-14
PDP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares130
Event2026-06-30
Filed2026-07-14
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares224
Event2026-06-30
Filed2026-07-14
MET
METLIFE INC
0.44%
Shares227
Event2026-06-30
Filed2026-07-14
IYC
ISHARES TR
0.00%
Shares190
Event2026-06-30
Filed2026-07-14
OBDC
BLUE OWL CAPITAL CORPORATION
-47.56%
Shares1.7K
Event2026-06-30
Filed2026-07-14
LAND
GLADSTONE LD CORP
1.49%
Shares2.1K
Event2026-06-30
Filed2026-07-14
PAG
PENSKE AUTOMOTIVE GRP INC
New
Shares100
Event2026-06-30
Filed2026-07-14
NXT
NEXTPOWER INC
-50.00%
Shares150
Event2026-06-30
Filed2026-07-14
CSIQ
CANADIAN SOLAR INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-14
LINC
LINCOLN EDL SVCS CORP
0.00%
Shares350
Event2026-06-30
Filed2026-07-14
XYL
XYLEM INC
0.68%
Shares147
Event2026-06-30
Filed2026-07-14
JKS
JINKOSOLAR HLDG CO LTD
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-14
LMT
LOCKHEED MARTIN CORP
0.00%
Shares34
Event2026-06-30
Filed2026-07-14
AON
AON PLC
0.00%
Shares52
Event2026-06-30
Filed2026-07-14
XT
ISHARES TR
0.00%
Shares208
Event2026-06-30
Filed2026-07-14
CHUBB LIMITED
CHUBB LIMITED
0.00%
Shares50
Event2026-06-30
Filed2026-07-14
PH
PARKER-HANNIFIN CORP
0.00%
Shares17
Event2026-06-30
Filed2026-07-14
CHAT
TIDAL TRUST II
3.73%
Shares167
Event2026-06-30
Filed2026-07-14
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
0.00%
Shares360
Event2026-06-30
Filed2026-07-14
PSLV
SPROTT ASSET MANAGEMENT LP
0.00%
Shares862
Event2026-06-30
Filed2026-07-14
WPC
WP CAREY INC
0.00%
Shares223
Event2026-06-30
Filed2026-07-14
DGX
QUEST DIAGNOSTICS INC
0.00%
Shares74
Event2026-06-30
Filed2026-07-14
DVN
DEVON ENERGY CORP NEW
304.30%
Shares376
Event2026-06-30
Filed2026-07-14
AQWA
GLOBAL X FDS
0.00%
Shares752
Event2026-06-30
Filed2026-07-14
BWXT
BWX TECHNOLOGIES INC
0.00%
Shares75
Event2026-06-30
Filed2026-07-14
IT
GARTNER INC
0.00%
Shares110
Event2026-06-30
Filed2026-07-14
TROW
PRICE T ROWE GROUP INC
-40.19%
Shares125
Event2026-06-30
Filed2026-07-14
SCHE
SCHWAB STRATEGIC TR
0.26%
Shares392
Event2026-06-30
Filed2026-07-14
L
LOEWS CORP
0.00%
Shares125
Event2026-06-30
Filed2026-07-14
MOG.A
MOOG INC
New
Shares33
Event2026-06-30
Filed2026-07-14
WEC
WEC ENERGY GROUP INC
0.00%
Shares119
Event2026-06-30
Filed2026-07-14
WAR
ETF SER SOLUTIONS
New
Shares400
Event2026-06-30
Filed2026-07-14
FJAN
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares250
Event2026-06-30
Filed2026-07-14
SLVP
ISHARES INC
New
Shares430
Event2026-06-30
Filed2026-07-14
FVD
FIRST TR EXCHANGE-TRADED FD
86.99%
Shares273
Event2026-06-30
Filed2026-07-14
TAN
INVESCO EXCH TRADED FD TR II
0.00%
Shares221
Event2026-06-30
Filed2026-07-14
XEL
XCEL ENERGY INC
0.00%
Shares162
Event2026-06-30
Filed2026-07-14
CHY
CALAMOS CONV & HIGH INCOME F
0.00%
Shares950
Event2026-06-30
Filed2026-07-14
MO
ALTRIA GROUP INC
1.70%
Shares179
Event2026-06-30
Filed2026-07-14
AME
AMETEK INC
0.00%
Shares53
Event2026-06-30
Filed2026-07-14
NEAR
ISHARES U S ETF TR
0.00%
Shares250
Event2026-06-30
Filed2026-07-14
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares72
Event2026-06-30
Filed2026-07-14
ETR
ENTERGY CORP NEW
0.00%
Shares110
Event2026-06-30
Filed2026-07-14
EME
EMCOR GROUP INC
0.00%
Shares15
Event2026-06-30
Filed2026-07-14
RJF
RAYMOND JAMES FINL INC
0.00%
Shares81
Event2026-06-30
Filed2026-07-14
LIT
GLOBAL X FDS
0.00%
Shares157
Event2026-06-30
Filed2026-07-14
DFIV
DIMENSIONAL ETF TRUST
1.81%
Shares225
Event2026-06-30
Filed2026-07-14
TDY
TELEDYNE TECHNOLOGIES INC
0.00%
Shares18
Event2026-06-30
Filed2026-07-14
ROST
ROSS STORES INC
0.00%
Shares56
Event2026-06-30
Filed2026-07-14
AG
FIRST MAJESTIC SILVER CORP
0.00%
Shares700
Event2026-06-30
Filed2026-07-14
ARK ETF TR
ARK ETF TR
0.00%
Shares81
Event2026-06-30
Filed2026-07-14
XMAY
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares320
Event2026-06-30
Filed2026-07-14
SOXX
ISHARES TR
0.00%
Shares18
Event2026-06-30
Filed2026-07-14
PRF
INVESCO EXCHANGE TRADED FD T
0.00%
Shares213
Event2026-06-30
Filed2026-07-14
BP
BP PLC
-39.14%
Shares311
Event2026-06-30
Filed2026-07-14
NI
NISOURCE INC
0.00%
Shares241
Event2026-06-30
Filed2026-07-14
DOV
DOVER CORP
0.00%
Shares51
Event2026-06-30
Filed2026-07-14
ARTY
ISHARES TR
25.21%
Shares149
Event2026-06-30
Filed2026-07-14
SMB
VANECK ETF TRUST
0.31%
Shares650
Event2026-06-30
Filed2026-07-14
CMS
CMS ENERGY CORP
0.00%
Shares147
Event2026-06-30
Filed2026-07-14
RL
RALPH LAUREN CORP
0.00%
Shares28
Event2026-06-30
Filed2026-07-14
EMBJ
EMBRAER S.A.
New
Shares175
Event2026-06-30
Filed2026-07-14
HST
HOST HOTELS & RESORTS INC
0.00%
Shares464
Event2026-06-30
Filed2026-07-14
RUN
SUNRUN INC
0.00%
Shares820
Event2026-06-30
Filed2026-07-14
MTB
M & T BK CORP
0.00%
Shares46
Event2026-06-30
Filed2026-07-14
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares48
Event2026-06-30
Filed2026-07-14
DTE
DTE ENERGY CO
0.00%
Shares70
Event2026-06-30
Filed2026-07-14
CGW
INVESCO EXCH TRADED FD TR II
0.00%
Shares160
Event2026-06-30
Filed2026-07-14
VLO
VALERO ENERGY CORP
New
Shares40
Event2026-06-30
Filed2026-07-14
FCNCA
FIRST CTZNS BANCSHARES INC D
0.00%
Shares5
Event2026-06-30
Filed2026-07-14
USMV
ISHARES TR
0.00%
Shares106
Event2026-06-30
Filed2026-07-14
ROBT
FIRST TR EXCHANGE TRADED FD
0.55%
Shares182
Event2026-06-30
Filed2026-07-14
VGK
VANGUARD INTL EQUITY INDEX F
0.00%
Shares115
Event2026-06-30
Filed2026-07-14
NANC
TIDAL TRUST I
0.00%
Shares200
Event2026-06-30
Filed2026-07-14
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares76
Event2026-06-30
Filed2026-07-14
GMED
GLOBUS MED INC
0.00%
Shares127
Event2026-06-30
Filed2026-07-14
GBX
GREENBRIER COS INC
-43.80%
Shares204
Event2026-06-30
Filed2026-07-14
IGV
ISHARES TR
0.00%
Shares110
Event2026-06-30
Filed2026-07-14
GDEC
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares250
Event2026-06-30
Filed2026-07-14
HUBB
HUBBELL INC
0.00%
Shares19
Event2026-06-30
Filed2026-07-14
CRBG
COREBRIDGE FINL INC
0.87%
Shares347
Event2026-06-30
Filed2026-07-14
REG
REGENCY CTRS CORP
0.00%
Shares121
Event2026-06-30
Filed2026-07-14
NRG
NRG ENERGY INC
0.00%
Shares65
Event2026-06-30
Filed2026-07-14
EVRG
EVERGY INC
0.00%
Shares109
Event2026-06-30
Filed2026-07-14
ARCH CAP GROUP LTD
ARCH CAP GROUP LTD
0.00%
Shares97
Event2026-06-30
Filed2026-07-14
JTEK
J P MORGAN EXCHANGE TRADED F
0.00%
Shares84
Event2026-06-30
Filed2026-07-14
LOUP
INNOVATOR ETFS TRUST
0.00%
Shares95
Event2026-06-30
Filed2026-07-14
SCHB
SCHWAB STRATEGIC TR
6.04%
Shares316
Event2026-06-30
Filed2026-07-14
MTG
MGIC INVT CORP WIS
0.00%
Shares317
Event2026-06-30
Filed2026-07-14
F
FORD MTR CO
0.96%
Shares634
Event2026-06-30
Filed2026-07-14
ITT
ITT INC
0.00%
Shares44
Event2026-06-30
Filed2026-07-14
ARCO
ARCOS DORADOS HLDGS INC
1.71%
Shares1.1K
Event2026-06-30
Filed2026-07-14
RPV
INVESCO EXCHANGE TRADED FD T
1.33%
Shares76
Event2026-06-30
Filed2026-07-14
GGB
GERDAU SA
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-14
RNST
RENASANT CORP
0.00%
Shares202
Event2026-06-30
Filed2026-07-14
BAX
BAXTER INTL INC
0.00%
Shares400
Event2026-06-30
Filed2026-07-14
EWA
ISHARES INC
0.00%
Shares300
Event2026-06-30
Filed2026-07-14
COF
CAPITAL ONE FINL CORP
0.00%
Shares42
Event2026-06-30
Filed2026-07-14
ACUITY INC
ACUITY INC
0.00%
Shares22
Event2026-06-30
Filed2026-07-14
VXF
VANGUARD INDEX FDS
New
Shares33
Event2026-06-30
Filed2026-07-14
MLM
MARTIN MARIETTA MATLS INC
0.00%
Shares14
Event2026-06-30
Filed2026-07-14
VST
VISTRA CORP
0.00%
Shares50
Event2026-06-30
Filed2026-07-14
FDL
FIRST TR EXCHANGE-TRADED FD
New
Shares160
Event2026-06-30
Filed2026-07-14
CVS
CVS HEALTH CORP
0.00%
Shares73
Event2026-06-30
Filed2026-07-14
VGSH
VANGUARD SCOTTSDALE FDS
-43.48%
Shares130
Event2026-06-30
Filed2026-07-14
SMR
NUSCALE PWR CORP
-54.98%
Shares750
Event2026-06-30
Filed2026-07-14
EXPE
EXPEDIA GROUP INC
0.00%
Shares29
Event2026-06-30
Filed2026-07-14
JBL
JABIL INC
0.00%
Shares19
Event2026-06-30
Filed2026-07-14
CSL
CARLISLE COS INC
0.00%
Shares20
Event2026-06-30
Filed2026-07-14
DRI
DARDEN RESTAURANTS INC
0.00%
Shares35
Event2026-06-30
Filed2026-07-14
GEHC
GE HEALTHCARE TECHNOLOGIES I
2.73%
Shares113
Event2026-06-30
Filed2026-07-14
BROS
DUTCH BROS INC
0.00%
Shares100
Event2026-06-30
Filed2026-07-14
WMB
WILLIAMS COS INC
0.00%
Shares96
Event2026-06-30
Filed2026-07-14
RMI
RIVERNORTH OPPORTUNISTIC MUN
1.80%
Shares452
Event2026-06-30
Filed2026-07-14
ITRI
ITRON INC
0.00%
Shares80
Event2026-06-30
Filed2026-07-14
WRB
BERKLEY W R CORP
0.00%
Shares98
Event2026-06-30
Filed2026-07-14
WWD
WOODWARD INC
0.00%
Shares16
Event2026-06-30
Filed2026-07-14
VOYG
VOYAGER TECHNOLOGIES INC
New
Shares210
Event2026-06-30
Filed2026-07-14
ROBO
EXCHANGE TRADED CONCEPTS TRU
0.00%
Shares79
Event2026-06-30
Filed2026-07-14
CC
CHEMOURS CO
0.00%
Shares325
Event2026-06-30
Filed2026-07-14
SCHH
SCHWAB STRATEGIC TR
0.72%
Shares280
Event2026-06-30
Filed2026-07-14
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
0.00%
Shares105
Event2026-06-30
Filed2026-07-14
DXYZ
DESTINY TECH100 INC
0.00%
Shares250
Event2026-06-30
Filed2026-07-14
GIS
GENERAL MILLS INC
0.00%
Shares184
Event2026-06-30
Filed2026-07-14
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares49
Event2026-06-30
Filed2026-07-14
FJUL
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares105
Event2026-06-30
Filed2026-07-14
PKG
PACKAGING CORP AMER
0.00%
Shares26
Event2026-06-30
Filed2026-07-14
PFG
PRINCIPAL FINANCIAL GROUP IN
0.00%
Shares57
Event2026-06-30
Filed2026-07-14
RONB
BARON ETF TR
New
Shares250
Event2026-06-30
Filed2026-07-14
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
0.00%
Shares21
Event2026-06-30
Filed2026-07-14
VELO
VELO3D INC
New
Shares330
Event2026-06-30
Filed2026-07-14
FINX
GLOBAL X FDS
0.00%
Shares230
Event2026-06-30
Filed2026-07-14
ON SEMICONDUCTOR CORP
ON SEMICONDUCTOR CORP
0.00%
Shares60
Event2026-06-30
Filed2026-07-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available