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The Analysis of Salomon & Ludwin, LLC's Holdings & P&L

Currently, Salomon & Ludwin, LLC holds 2116 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VUG (+166.9K shares, valued at $14.4M), VGT (+31.4K shares, valued at $3.7M), VO (+42.7K shares, valued at $3.4M); decreased their positions in XLK (-28.5K shares, valued at $5.3M), IVW (-20.2K shares, valued at $2.8M), VOO (-2.7K shares, valued at $1.9M); initiated new positions in RLY (+27.9K shares, valued at $957.3K), ALLW (+3.4K shares, valued at $99.1K), HELO (+1.0K shares, valued at $67.8K).

1M P&L

-24.2M-2.10%

3M P&L

-2.5M-0.22%

HY P&L

-6.9M-0.61%

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/A993.4M

87.0%

2Software - Infrastructure24.2M

2.1%

3Consumer Electronics20.2M

1.8%

Top Industries by Stock Count

1N/A367 stocks

22.3%

2Banks - Regional90 stocks

5.5%

3Software - Application43 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES S&P 500 GROWTH578.3K shares-3.38%2026-06-302026-08-07

SUB ISHARES SHORT-TERM726.7K shares2.20%2026-06-302026-08-07

XLK STATE STREET TECHNOLOGY404.8K shares-6.58%2026-06-302026-08-07

JMST JPMORGAN ULTRA-SHORT1.2M shares1.02%2026-06-302026-08-07

VOO VANGUARD S&P 500 ETF75.1K shares-3.50%2026-06-302026-08-07

BIL STATE STREET SPDR539.5K shares1.92%2026-06-302026-08-07

IVE ISHARES S&P 500 VALUE179.3K shares-3.62%2026-06-302026-08-07

STATE STREET SPDR S&P STATE STREET SPDR S&P40.5K shares-4.67%2026-06-302026-08-07

Sponsored

VEA VANGUARD FTSE DEVELOPED424.0K shares-0.39%2026-06-302026-08-07

VTEB VANGUARD TAX-EXEMPT BOND578.4K shares2.53%2026-06-302026-08-07

MUB ISHARES NATIONAL MUNI253.8K shares5.17%2026-06-302026-08-07

IJH ISHARES CORE S&P MID-CAP344.3K shares-2.36%2026-06-302026-08-07

VGSH VANGUARD SHORT-TERM443.8K shares2.90%2026-06-302026-08-07

MSFT MICROSOFT CORP60.3K shares-1.99%2026-06-302026-08-07

EFA ISHARES MSCI EAFE ETF206.7K shares-2.37%2026-06-302026-08-07

IWM ISHARES RUSSELL 200070.7K shares-0.96%2026-06-302026-08-07

Sponsored

VYM VANGUARD HIGH DIVIDEND128.4K shares-2.39%2026-06-302026-08-07

AAPL APPLE INC68.5K shares-1.26%2026-06-302026-08-07

IJK ISHARES S&P MID-CAP 400165.4K shares-5.26%2026-06-302026-08-07

XLY STATE STREET CONSUMER155.1K shares-1.31%2026-06-302026-08-07

VUG VANGUARD GROWTH INDEX201.2K shares487.54%2026-06-302026-08-07

XLV STATE STREET HEALTH CARE99.6K shares-0.94%2026-06-302026-08-07

VGIT VANGUARD INTER-TERM269.9K shares3.62%2026-06-302026-08-07

XLF STATE STREET FINANCIAL280.0K shares-0.76%2026-06-302026-08-07

Sponsored

SPTI STATE STREET SPDR536.8K shares4.07%2026-06-302026-08-07

SHY ISHARES 1-3 YEAR178.4K shares4.37%2026-06-302026-08-07

IJJ ISHARES S&P MID-CAP 40094.5K shares-2.10%2026-06-302026-08-07

IJR ISHARES CORE S&P91.5K shares-2.12%2026-06-302026-08-07

XLI STATE STREET INDUSTRIAL58.8K shares-0.75%2026-06-302026-08-07

SPDW STATE STREET SPDR212.8K shares6.61%2026-06-302026-08-07

IJT ISHARES S&P SMALL-CAP59.8K shares-3.89%2026-06-302026-08-07

XLP STATE STREET CONSUMER113.1K shares-1.15%2026-06-302026-08-07

Sponsored

IEMG ISHARES CORE MSCI110.6K shares-1.10%2026-06-302026-08-07

EEM ISHARES MSCI EMERGING134.0K shares-1.98%2026-06-302026-08-07

SPYG STATE STREET SPDR74.8K shares-5.02%2026-06-302026-08-07

ISHARES CORE S&P 500 ISHARES CORE S&P 50011.3K shares-7.93%2026-06-302026-08-07

MO ALTRIA GROUP INC101.5K shares-0.09%2026-06-302026-08-07

LRCX LAM RESH CORP16.1K shares-0.69%2026-06-302026-08-07

IXG ISHARES GLOBAL49.3K shares-1.34%2026-06-302026-08-07

SPYV STATE STREET SPDR93.7K shares-1.87%2026-06-302026-08-07

Sponsored

SLYV STATE STREET SPDR S&P50.1K shares-4.04%2026-06-302026-08-07

VCR VANGUARD CONSUMER13.7K shares-1.24%2026-06-302026-08-07

IJS ISHARES S&P SMALL-CAP39.6K shares-5.58%2026-06-302026-08-07

SDY STATE STREET SPDR S&P34.0K shares-2.77%2026-06-302026-08-07

VB VANGUARD SMALL-CAP INDEX16.8K shares-5.04%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC27.6K shares-1.09%2026-06-302026-08-07

PEY INVESCO HIGH YIELD204.0K shares-0.59%2026-06-302026-08-07

ORACLE CORP ORACLE CORP32.7K shares-0.01%2026-06-302026-08-07

Sponsored

VO VANGUARD MID-CAP INDEX57.4K shares290.22%2026-06-302026-08-07

DOMINION ENERGY INC DOMINION ENERGY INC67.7K shares-0.02%2026-06-302026-08-07

VIS VANGUARD INDUSTRIALS12.6K shares-1.08%2026-06-302026-08-07

VT VANGUARD TOTAL WORLD28.2K shares-0.35%2026-06-302026-08-07

VGT VANGUARD INFORMATION36.5K shares618.42%2026-06-302026-08-07

XLC STATE STREET37.6K shares5.31%2026-06-302026-08-07

XLE STATE STREET ENERGY74.6K shares3.19%2026-06-302026-08-07

MDY STATE STREET SPDR S&P5.6K shares-2.13%2026-06-302026-08-07

Sponsored

AMZN AMAZON.COM INC15.3K shares-0.47%2026-06-302026-08-07

FDL FIRST TRUST MORNINGSTAR72.2K shares-2.07%2026-06-302026-08-07

VWO VANGUARD FTSE EMERGING59.6K shares-0.69%2026-06-302026-08-07

VTV VANGUARD VALUE INDEX15.6K shares-2.89%2026-06-302026-08-07

AIVL WISDOMTREE U.S. AL24.9K shares-1.69%2026-06-302026-08-07

SPEM STATE STREET SPDR59.0K shares4.76%2026-06-302026-08-07

NEU NEWMARKET CORP3.7K shares0.00%2026-06-302026-08-07

LOW LOWES COS INC12.7K shares-3.28%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORP13.9K shares1.38%2026-06-302026-08-07

GOOGL ALPHABET INC7.5K shares-0.40%2026-06-302026-08-07

MCD MCDONALDS CORP9.8K shares1.53%2026-06-302026-08-07

IWF ISHARES RUSSELL 100020.5K shares282.21%2026-06-302026-08-07

DON WISDOMTREE U.S. MIDCAP38.5K shares-1.26%2026-06-302026-08-07

DES WISDOMTREE U.S. SMALLCAP50.5K shares-3.70%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC3.1K shares-4.35%2026-06-302026-08-07

MDYG STATE STREET SPDR S&P17.7K shares-4.61%2026-06-302026-08-07

Sponsored

LLY ELI LILLY AND CO1.6K shares-3.13%2026-06-302026-08-07

VDE VANGUARD ENERGY INDEX12.6K shares-0.61%2026-06-302026-08-07

KO THE COCA-COLA CO21.9K shares0.00%2026-06-302026-08-07

MDYV STATE STREET SPDR S&P18.8K shares-1.49%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.2K shares6.42%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON6.7K shares-0.39%2026-06-302026-08-07

ITA ISHARES U.S. AEROSPACE &6.9K shares0.00%2026-06-302026-08-07

RSP INVESCO S&P 500 EQUAL7.6K shares-5.13%2026-06-302026-08-07

Sponsored

GOOG ALPHABET INC4.3K shares-1.79%2026-06-302026-08-07

VHT VANGUARD HEALTH CARE4.9K shares-0.28%2026-06-302026-08-07

BROADCOM INC BROADCOM INC3.9K shares-6.00%2026-06-302026-08-07

ABBVIE INC ABBVIE INC5.3K shares0.78%2026-06-302026-08-07

VANGUARD TOTAL STOCK VANGUARD TOTAL STOCK3.5K shares-4.03%2026-06-302026-08-07

TSLA TESLA INC2.9K shares2.85%2026-06-302026-08-07

TFC TRUIST FINL CORP21.9K shares-0.20%2026-06-302026-08-07

SLYG STATE STREET SPDR S&P9.4K shares-1.47%2026-06-302026-08-07

Sponsored

QQQ INVESCO QQQ TR1.4K shares-2.08%2026-06-302026-08-07

AUB ATLANTIC UN BANKSHARES C22.2K shares0.00%2026-06-302026-08-07

RLY STATE STREET MULTI-ASSET27.9K sharesnew addition2026-06-302026-08-07

CL COLGATE PALMOLIVE CO10.3K shares0.00%2026-06-302026-08-07

SGOV ISHARES 0-3 MONTH9.0K shares-1.21%2026-06-302026-08-07

PRAA PRA GROUP INC46.9K shares-0.32%2026-06-302026-08-07

INTC INTEL CORP6.9K shares-1.15%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP6.4K shares-1.71%2026-06-302026-08-07

Sponsored

CAT CATERPILLAR INC874 shares0.11%2026-06-302026-08-07

GE GE AEROSPACE2.2K shares-1.84%2026-06-302026-08-07

OEF ISHARES S&P 100 ETF2.3K shares0.00%2026-06-302026-08-07

NSC NORFOLK SOUTHN CORP2.6K shares-0.46%2026-06-302026-08-07

VV VANGUARD LARGE-CAP INDEX2.4K shares-5.70%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC6.3K shares-1.49%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC1.2K shares-51.58%2026-06-302026-08-07

IBM IBM CORP2.5K shares-2.04%2026-06-302026-08-07

Sponsored

SPSM STATE STREET SPDR11.3K shares-0.55%2026-06-302026-08-07

SCHD SCHWAB U.S. DIVIDEND20.3K shares-4.85%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY1.2K shares-12.01%2026-06-302026-08-07

VDC VANGUARD CONSUMER2.6K shares-0.12%2026-06-302026-08-07

IWR ISHARES RUSSELL MID-CAP5.2K shares-3.96%2026-06-302026-08-07

LINE LINEAGE INC EQUITY13.1K shares2150.17%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC541 shares5.46%2026-06-302026-08-07

PEP PEPSICO INC3.9K shares-6.85%2026-06-302026-08-07

Sponsored

ITOT ISHARES CORE S&P TOTAL3.4K shares0.00%2026-06-302026-08-07

VISA INC VISA INC1.6K shares-0.13%2026-06-302026-08-07

CVX CHEVRON CORP NEW3.3K shares-3.32%2026-06-302026-08-07

WFC WELLS FARGO & CO6.3K shares-0.50%2026-06-302026-08-07

GEV GE VERNOVA INC471 shares-2.69%2026-06-302026-08-07

VFH VANGUARD FINANCIALS3.9K shares-0.13%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW4.2K shares-0.67%2026-06-302026-08-07

QCOM QUALCOMM INC2.5K shares7.15%2026-06-302026-08-07

Sponsored

MDLZ MONDELEZ INTL INC7.6K shares-1.22%2026-06-302026-08-07

DLN WISDOMTREE U.S. LARGECAP4.7K shares-0.72%2026-06-302026-08-07

RS RELIANCE INC1.2K shares0.00%2026-06-302026-08-07

ASML ASML HLDG N V F240 shares3.45%2026-06-302026-08-07

ABT ABBOTT LABS4.8K shares11.09%2026-06-302026-08-07

PG PROCTER & GAMBLE CO3.0K shares-16.17%2026-06-302026-08-07

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW472 shares-7.81%2026-06-302026-08-07

VANGUARD RUSSELL 2000 VANGUARD RUSSELL 20003.6K shares-1.24%2026-06-302026-08-07

Sponsored

HD HOME DEPOT INC1.2K shares33.48%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES I788 shares0.00%2026-06-302026-08-07

VBK VANGUARD SMALL-CAP1.2K shares-3.29%2026-06-302026-08-07

DIS DISNEY WALT CO4.3K shares12.41%2026-06-302026-08-07

NETFLIX INC NETFLIX INC5.2K shares-10.08%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC886 shares-30.13%2026-06-302026-08-07

MRK MERCK & CO. INC.3.0K shares-2.25%2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO3.9K shares15.45%2026-06-302026-08-07

Sponsored

MKL MARKEL GROUP INC192 shares-0.52%2026-06-302026-08-07

XYLD GLOBAL X S&P 500 COVERED8.5K shares-3.64%2026-06-302026-08-07

AEP AMERICAN ELEC PWR CO INC2.5K shares0.00%2026-06-302026-08-07

GLD SPDR GOLD SHARES896 shares24.10%2026-06-302026-08-07

DFAC DIMENSIONAL U.S. CORE7.5K shares0.00%2026-06-302026-08-07

SPDR GOLD MINISHARES SPDR GOLD MINISHARES4.1K shares64.18%2026-06-302026-08-07

AMGN AMGEN INC907 shares27.39%2026-06-302026-08-07

WMT WALMART INC3.0K shares-3.74%2026-06-302026-08-07

Sponsored

COF CAPITAL ONE FINL CORP1.5K shares13.34%2026-06-302026-08-07

BDX BECTON DICKINSON & CO1.9K shares-5.55%2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC833 shares42.64%2026-06-302026-08-07

IWV ISHARES RUSSELL 3000683 shares-13.10%2026-06-302026-08-07

SON SONOCO PRODS CO5.0K shares0.00%2026-06-302026-08-07

UBSI UNITED BANKSHARES INC W6.0K shares0.00%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS I6.7K shares-2.68%2026-06-302026-08-07

SCHX SCHWAB U.S. LARGE-CAP9.5K shares-3.28%2026-06-302026-08-07

Sponsored

PSLV SPROTT PHYSICAL SILVER E14.7K shares0.00%2026-06-302026-08-07

HAS HASBRO INC3.4K shares0.00%2026-06-302026-08-07

PALANTIR TECHNOLOGIES IN PALANTIR TECHNOLOGIES IN2.1K shares0.05%2026-06-302026-08-07

VBR VANGUARD SMALL-CAP VALUE1.0K shares-4.21%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC243 shares-1.62%2026-06-302026-08-07

IRDM IRIDIUM COMMUNICATIONS I4.6K shares-6.33%2026-06-302026-08-07

MTUM ISHARES MSCI USA735 shares0.00%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC2.8K shares-7.04%2026-06-302026-08-07

Sponsored

MGC VANGUARD MEGA CAP INDEX861 shares0.00%2026-06-302026-08-07

LIN LINDE PLC F434 shares0.00%2026-06-302026-08-07

MGK VANGUARD MEGA CAP GROWTH2.6K shares400.00%2026-06-302026-08-07

TXN TEXAS INSTRS INC773 shares-10.94%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO658 shares-6.93%2026-06-302026-08-07

BAC BANK OF AMERICA CORP3.9K shares-16.83%2026-06-302026-08-07

CVS CVS HEALTH CORP2.1K shares0.00%2026-06-302026-08-07

KNSL KINSALE CAP GROUP INC649 shares8.17%2026-06-302026-08-07

Sponsored

VIG VANGUARD DIVIDEND934 shares-4.79%2026-06-302026-08-07

SHV ISHARES 01 YEAR TREASURY2.0K shares0.35%2026-06-302026-08-07

KLAC KLA CORP820 shares853.49%2026-06-302026-08-07

COHR COHERENT CORP591 shares-3.75%2026-06-302026-08-07

DVY ISHARES SELECT DIVIDEND1.4K shares0.00%2026-06-302026-08-07

STATE STREET UTILITIES STATE STREET UTILITIES4.7K shares-0.17%2026-06-302026-08-07

HSBC HSBC HLDGS PLC F2.1K shares42.45%2026-06-302026-08-07

USMV ISHARES MSCI USA MIN VOL2.1K shares-1.20%2026-06-302026-08-07

Sponsored

RHHBY ROCHE HLDG LTD F4.0K shares25.20%2026-06-302026-08-07

STATE STREET SPDR STATE STREET SPDR2.2K shares44.10%2026-06-302026-08-07

T AT&T INC9.5K shares-1.51%2026-06-302026-08-07

VANECK GOLD MINERS ETF VANECK GOLD MINERS ETF2.5K shares0.00%2026-06-302026-08-07

RTX CORP RTX CORP967 shares-66.52%2026-06-302026-08-07

ASTRAZENECA PLC F ASTRAZENECA PLC F1.0K shares48.81%2026-06-302026-08-07

NSRGY NESTLE S A F1.8K shares54.99%2026-06-302026-08-07

CHUBB LTD F CHUBB LTD F513 shares-0.77%2026-06-302026-08-07

Sponsored

MRVL MARVELL TECHNOLOGY INC654 shares2.83%2026-06-302026-08-07

ISHARES CORE U.S. ISHARES CORE U.S.1.8K shares0.00%2026-06-302026-08-07

PPG PPG INDS INC1.4K shares-1.93%2026-06-302026-08-07

JSCP JPMORGAN SHORT DURATION3.7K shares0.00%2026-06-302026-08-07

DFCF DIMENSIONAL CORE FIXED4.0K shares0.00%2026-06-302026-08-07

GLW CORNING INC766 shares-14.22%2026-06-302026-08-07

AVDE AVANTIS INTERNATIONAL1.9K shares-4.93%2026-06-302026-08-07

NVS NOVARTIS AG F1.0K shares29.03%2026-06-302026-08-07

Sponsored

SHEL SHELL PLC F2.1K shares0.00%2026-06-302026-08-07

VOOG VANGUARD S&P 500 GROWTH1.9K shares470.00%2026-06-302026-08-07

SBUX STARBUCKS CORP1.5K shares-0.84%2026-06-302026-08-07

UBER UBER TECHNOLOGIES INC2.1K shares-0.09%2026-06-302026-08-07

DFAU DIMENSIONAL US CORE3.0K shares0.00%2026-06-302026-08-07

DGX QUEST DIAGNOSTICS INC703 shares0.00%2026-06-302026-08-07

CARE CARTER BANKSHARES INC4.4K shares0.00%2026-06-302026-08-07

PNC PNC FINL SERVICES598 shares-6.56%2026-06-302026-08-07

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL651 shares-16.00%2026-06-302026-08-07

SIEGY SIEMENS A G F936 shares87.95%2026-06-302026-08-07

ABBNY ABB LTD F1.4K shares18.21%2026-06-302026-08-07

C CITIGROUP INC986 shares-1.10%2026-06-302026-08-07

BP BP P L C F3.8K shares0.00%2026-06-302026-08-07

WAT WATERS CORP354 shares32.58%2026-06-302026-08-07

MUFG MITSUBISHI UFJ FINL GR F6.6K shares56.47%2026-06-302026-08-07

MOH MOLINA HEALTHCARE INC575 shares0.00%2026-06-302026-08-07

Sponsored

BLK BLACKROCK INC NEW135 shares-18.18%2026-06-302026-08-07

VOE VANGUARD MID-CAP VALUE667 shares0.00%2026-06-302026-08-07

SNDK SANDISK CORP65 shares0.00%2026-06-302026-08-07

MASTERCARD INC MASTERCARD INC251 shares-86.25%2026-06-302026-08-07

BA BOEING CO599 shares0.00%2026-06-302026-08-07

MS MORGAN STANLEY611 shares-0.33%2026-06-302026-08-07

BMY BRISTOL MYERS SQUIBB CO2.3K shares-0.83%2026-06-302026-08-07

ROYAL CARIBBEAN GROU F ROYAL CARIBBEAN GROU F419 shares26.20%2026-06-302026-08-07

Sponsored

NOC NORTHROP GRUMMAN CORP246 shares-15.17%2026-06-302026-08-07

BHP BHP GROUP LTD F1.5K shares39.08%2026-06-302026-08-07

GSIE GOLDMAN SACHS ACTIVEBETA2.8K shares-4.93%2026-06-302026-08-07

AVEM AVANTIS EMERGING MARKETS1.4K shares0.00%2026-06-302026-08-07

IVOV VANGUARD S&P MID-CAP 4001.1K shares0.00%2026-06-302026-08-07

ISHARES CORE MSCI EAFE ISHARES CORE MSCI EAFE1.3K shares3.18%2026-06-302026-08-07

UNP UNION PAC CORP448 shares-9.86%2026-06-302026-08-07

AJG GALLAGHER ARTHUR J & CO518 shares75.59%2026-06-302026-08-07

Sponsored

DE DEERE & CO194 shares-3.48%2026-06-302026-08-07

MKS INC MKS INC295 shares-23.77%2026-06-302026-08-07

FIRST TRUST DOW JONES FIRST TRUST DOW JONES1.3K shares0.00%2026-06-302026-08-07

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WAB WABTEC217 shares0.00%2026-06-302026-08-07

MTSI MACOM TECHNOLOGY SOLUTIO163 shares0.00%2026-06-302026-08-07

MRCY MERCURY SYS INC464 shares23.73%2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC251 sharesnew addition2026-06-302026-08-07

EVT EV TAX ADVANTAGED DIVIDE2.0K shares-4.70%2026-06-302026-08-07

RPG INVESCO S&P 500 PURE906 shares-3.51%2026-06-302026-08-07

Sponsored

AZZ AZZ INC374 shares-10.53%2026-06-302026-08-07

BWXT BWX TECHNOLOGIES INC292 shares-4.89%2026-06-302026-08-07

ENPH ENPHASE ENERGY INC1.2K shares3.03%2026-06-302026-08-07

SOCIETE GENERALE F SOCIETE GENERALE F3.2K shares-18.13%2026-06-302026-08-07

HONEYWELL INTL INC HONEYWELL INTL INC250 sharesnew addition2026-06-302026-08-07

NPO ENPRO INC153 shares18.60%2026-06-302026-08-07

AMERIPRISE FINL INC AMERIPRISE FINL INC115 shares71.64%2026-06-302026-08-07

MATX MATSON INC270 shares40.63%2026-06-302026-08-07

Sponsored

TDG TRANSDIGM GROUP INC42 shares740.00%2026-06-302026-08-07

MKTX MARKETAXESS HLDGS INC480 shares15.11%2026-06-302026-08-07

BCS BARCLAYS PLC F2.0K shares46.33%2026-06-302026-08-07

CMI CUMMINS INC80 shares-6.98%2026-06-302026-08-07

EMR EMERSON ELEC CO390 shares-4.41%2026-06-302026-08-07

MET METLIFE INC623 shares0.00%2026-06-302026-08-07

FIX COMFORT SYS USA INC29 shares0.00%2026-06-302026-08-07

FE FIRSTENERGY CORP1.1K shares0.00%2026-06-302026-08-07

Sponsored

SAP SAP SE F339 shares-56.98%2026-06-302026-08-07

FDN FIRST TRUST DOW JONES200 shares0.00%2026-06-302026-08-07

SANDVIK AB F SANDVIK AB F1.3K shares-20.17%2026-06-302026-08-07

SFBS SERVISFIRST BANCSHARES I606 shares-13.68%2026-06-302026-08-07

IVW

ISHARES S&P 500 GROWTH

-3.38%

Shares578.3K

Event2026-06-30

Filed2026-08-07

SUB

ISHARES SHORT-TERM

2.20%

Shares726.7K

Event2026-06-30

Filed2026-08-07

XLK

STATE STREET TECHNOLOGY

-6.58%

Shares404.8K

Event2026-06-30

Filed2026-08-07

JMST

JPMORGAN ULTRA-SHORT

1.02%

Shares1.2M

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD S&P 500 ETF

-3.50%

Shares75.1K

Event2026-06-30

Filed2026-08-07

BIL

STATE STREET SPDR

1.92%

Shares539.5K

Event2026-06-30

Filed2026-08-07

IVE

ISHARES S&P 500 VALUE

-3.62%

Shares179.3K

Event2026-06-30

Filed2026-08-07

STATE STREET SPDR S&P

-4.67%

Shares40.5K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD FTSE DEVELOPED

-0.39%

Shares424.0K

Event2026-06-30

Filed2026-08-07

VTEB

VANGUARD TAX-EXEMPT BOND

2.53%

Shares578.4K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES NATIONAL MUNI

5.17%

Shares253.8K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES CORE S&P MID-CAP

-2.36%

Shares344.3K

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SHORT-TERM

2.90%

Shares443.8K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-1.99%

Shares60.3K

Event2026-06-30

Filed2026-08-07

EFA

ISHARES MSCI EAFE ETF

-2.37%

Shares206.7K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES RUSSELL 2000

-0.96%

Shares70.7K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD HIGH DIVIDEND

-2.39%

Shares128.4K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-1.26%

Shares68.5K

Event2026-06-30

Filed2026-08-07

IJK

ISHARES S&P MID-CAP 400

-5.26%

Shares165.4K

Event2026-06-30

Filed2026-08-07

XLY

STATE STREET CONSUMER

-1.31%

Shares155.1K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD GROWTH INDEX

487.54%

Shares201.2K

Event2026-06-30

Filed2026-08-07

XLV

STATE STREET HEALTH CARE

-0.94%

Shares99.6K

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD INTER-TERM

3.62%

Shares269.9K

Event2026-06-30

Filed2026-08-07

XLF

STATE STREET FINANCIAL

-0.76%

Shares280.0K

Event2026-06-30

Filed2026-08-07

SPTI

STATE STREET SPDR

4.07%

Shares536.8K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES 1-3 YEAR

4.37%

Shares178.4K

Event2026-06-30

Filed2026-08-07

IJJ

ISHARES S&P MID-CAP 400

-2.10%

Shares94.5K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES CORE S&P

-2.12%

Shares91.5K

Event2026-06-30

Filed2026-08-07

XLI

STATE STREET INDUSTRIAL

-0.75%

Shares58.8K

Event2026-06-30

Filed2026-08-07

SPDW

STATE STREET SPDR

6.61%

Shares212.8K

Event2026-06-30

Filed2026-08-07

IJT

ISHARES S&P SMALL-CAP

-3.89%

Shares59.8K

Event2026-06-30

Filed2026-08-07

XLP

STATE STREET CONSUMER

-1.15%

Shares113.1K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES CORE MSCI

-1.10%

Shares110.6K

Event2026-06-30

Filed2026-08-07

EEM

ISHARES MSCI EMERGING

-1.98%

Shares134.0K

Event2026-06-30

Filed2026-08-07

SPYG

STATE STREET SPDR

-5.02%

Shares74.8K

Event2026-06-30

Filed2026-08-07

ISHARES CORE S&P 500

-7.93%

Shares11.3K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

-0.09%

Shares101.5K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESH CORP

-0.69%

Shares16.1K

Event2026-06-30

Filed2026-08-07

IXG

ISHARES GLOBAL

-1.34%

Shares49.3K

Event2026-06-30

Filed2026-08-07

SPYV

STATE STREET SPDR

-1.87%

Shares93.7K

Event2026-06-30

Filed2026-08-07

SLYV

STATE STREET SPDR S&P

-4.04%

Shares50.1K

Event2026-06-30

Filed2026-08-07

VCR

VANGUARD CONSUMER

-1.24%

Shares13.7K

Event2026-06-30

Filed2026-08-07

IJS

ISHARES S&P SMALL-CAP

-5.58%

Shares39.6K

Event2026-06-30

Filed2026-08-07

SDY

STATE STREET SPDR S&P

-2.77%

Shares34.0K

Event2026-06-30

Filed2026-08-07

VANGUARD SMALL-CAP INDEX

-5.04%

Shares16.8K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

-1.09%

Shares27.6K

Event2026-06-30

Filed2026-08-07

PEY

INVESCO HIGH YIELD

-0.59%

Shares204.0K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-0.01%

Shares32.7K

Event2026-06-30

Filed2026-08-07

VANGUARD MID-CAP INDEX

290.22%

Shares57.4K

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

-0.02%

Shares67.7K

Event2026-06-30

Filed2026-08-07

VIS

VANGUARD INDUSTRIALS

-1.08%

Shares12.6K

Event2026-06-30

Filed2026-08-07

VANGUARD TOTAL WORLD

-0.35%

Shares28.2K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD INFORMATION

618.42%

Shares36.5K

Event2026-06-30

Filed2026-08-07

XLC

STATE STREET

5.31%

Shares37.6K

Event2026-06-30

Filed2026-08-07

XLE

STATE STREET ENERGY

3.19%

Shares74.6K

Event2026-06-30

Filed2026-08-07

MDY

STATE STREET SPDR S&P

-2.13%

Shares5.6K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON.COM INC

-0.47%

Shares15.3K

Event2026-06-30

Filed2026-08-07

FDL

FIRST TRUST MORNINGSTAR

-2.07%

Shares72.2K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD FTSE EMERGING

-0.69%

Shares59.6K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD VALUE INDEX

-2.89%

Shares15.6K

Event2026-06-30

Filed2026-08-07

AIVL

WISDOMTREE U.S. AL

-1.69%

Shares24.9K

Event2026-06-30

Filed2026-08-07

SPEM

STATE STREET SPDR

4.76%

Shares59.0K

Event2026-06-30

Filed2026-08-07

NEU

NEWMARKET CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

-3.28%

Shares12.7K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORP

1.38%

Shares13.9K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-0.40%

Shares7.5K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

1.53%

Shares9.8K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES RUSSELL 1000

282.21%

Shares20.5K

Event2026-06-30

Filed2026-08-07

DON

WISDOMTREE U.S. MIDCAP

-1.26%

Shares38.5K

Event2026-06-30

Filed2026-08-07

DES

WISDOMTREE U.S. SMALLCAP

-3.70%

Shares50.5K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-4.35%

Shares3.1K

Event2026-06-30

Filed2026-08-07

MDYG

STATE STREET SPDR S&P

-4.61%

Shares17.7K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY AND CO

-3.13%

Shares1.6K

Event2026-06-30

Filed2026-08-07

VDE

VANGUARD ENERGY INDEX

-0.61%

Shares12.6K

Event2026-06-30

Filed2026-08-07

THE COCA-COLA CO

0.00%

Shares21.9K

Event2026-06-30

Filed2026-08-07

MDYV

STATE STREET SPDR S&P

-1.49%

Shares18.8K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

6.42%

Shares5.2K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-0.39%

Shares6.7K

Event2026-06-30

Filed2026-08-07

ITA

ISHARES U.S. AEROSPACE &

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO S&P 500 EQUAL

-5.13%

Shares7.6K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-1.79%

Shares4.3K

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD HEALTH CARE

-0.28%

Shares4.9K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-6.00%

Shares3.9K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

0.78%

Shares5.3K

Event2026-06-30

Filed2026-08-07

VANGUARD TOTAL STOCK

-4.03%

Shares3.5K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

2.85%

Shares2.9K

Event2026-06-30

Filed2026-08-07

TFC

TRUIST FINL CORP

-0.20%

Shares21.9K

Event2026-06-30

Filed2026-08-07

SLYG

STATE STREET SPDR S&P

-1.47%

Shares9.4K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-2.08%

Shares1.4K

Event2026-06-30

Filed2026-08-07

AUB

ATLANTIC UN BANKSHARES C

0.00%

Shares22.2K

Event2026-06-30

Filed2026-08-07

RLY

STATE STREET MULTI-ASSET

New

Shares27.9K

Event2026-06-30

Filed2026-08-07

COLGATE PALMOLIVE CO

0.00%

Shares10.3K

Event2026-06-30

Filed2026-08-07

SGOV

ISHARES 0-3 MONTH

-1.21%

Shares9.0K

Event2026-06-30

Filed2026-08-07

PRAA

PRA GROUP INC

-0.32%

Shares46.9K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

-1.15%

Shares6.9K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

-1.71%

Shares6.4K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

0.11%

Shares874

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-1.84%

Shares2.2K

Event2026-06-30

Filed2026-08-07

OEF

ISHARES S&P 100 ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHN CORP

-0.46%

Shares2.6K

Event2026-06-30

Filed2026-08-07

VANGUARD LARGE-CAP INDEX

-5.70%

Shares2.4K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-1.49%

Shares6.3K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-51.58%

Shares1.2K

Event2026-06-30

Filed2026-08-07

IBM

IBM CORP

-2.04%

Shares2.5K

Event2026-06-30

Filed2026-08-07

SPSM

STATE STREET SPDR

-0.55%

Shares11.3K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB U.S. DIVIDEND

-4.85%

Shares20.3K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY

-12.01%

Shares1.2K

Event2026-06-30

Filed2026-08-07

VDC

VANGUARD CONSUMER

-0.12%

Shares2.6K

Event2026-06-30

Filed2026-08-07

IWR

ISHARES RUSSELL MID-CAP

-3.96%

Shares5.2K

Event2026-06-30

Filed2026-08-07

LINE

LINEAGE INC EQUITY

2150.17%

Shares13.1K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

5.46%

Shares541

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-6.85%

Shares3.9K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES CORE S&P TOTAL

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

VISA INC

-0.13%

Shares1.6K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORP NEW

-3.32%

Shares3.3K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

-0.50%

Shares6.3K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

-2.69%

Shares471

Event2026-06-30

Filed2026-08-07

VFH

VANGUARD FINANCIALS

-0.13%

Shares3.9K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

-0.67%

Shares4.2K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

7.15%

Shares2.5K

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

-1.22%

Shares7.6K

Event2026-06-30

Filed2026-08-07

DLN

WISDOMTREE U.S. LARGECAP

-0.72%

Shares4.7K

Event2026-06-30

Filed2026-08-07

RELIANCE INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG N V F

3.45%

Shares240

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABS

11.09%

Shares4.8K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-16.17%

Shares3.0K

Event2026-06-30

Filed2026-08-07

COSTCO WHSL CORP NEW

-7.81%

Shares472

Event2026-06-30

Filed2026-08-07

VANGUARD RUSSELL 2000

-1.24%

Shares3.6K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

33.48%

Shares1.2K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES I

0.00%

Shares788

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD SMALL-CAP

-3.29%

Shares1.2K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

12.41%

Shares4.3K

Event2026-06-30

Filed2026-08-07

NETFLIX INC

-10.08%

Shares5.2K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

-30.13%

Shares886

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO. INC.

-2.25%

Shares3.0K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

15.45%

Shares3.9K

Event2026-06-30

Filed2026-08-07

MKL

MARKEL GROUP INC

-0.52%

Shares192

Event2026-06-30

Filed2026-08-07

XYLD

GLOBAL X S&P 500 COVERED

-3.64%

Shares8.5K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD SHARES

24.10%

Shares896

Event2026-06-30

Filed2026-08-07

DFAC

DIMENSIONAL U.S. CORE

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-07

SPDR GOLD MINISHARES

64.18%

Shares4.1K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

27.39%

Shares907

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-3.74%

Shares3.0K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

13.34%

Shares1.5K

Event2026-06-30

Filed2026-08-07

BDX

BECTON DICKINSON & CO

-5.55%

Shares1.9K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

42.64%

Shares833

Event2026-06-30

Filed2026-08-07

IWV

ISHARES RUSSELL 3000

-13.10%

Shares683

Event2026-06-30

Filed2026-08-07

SON

SONOCO PRODS CO

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

UBSI

UNITED BANKSHARES INC W

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS I

-2.68%

Shares6.7K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB U.S. LARGE-CAP

-3.28%

Shares9.5K

Event2026-06-30

Filed2026-08-07

PSLV

SPROTT PHYSICAL SILVER E

0.00%

Shares14.7K

Event2026-06-30

Filed2026-08-07

HAS

HASBRO INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES IN

0.05%

Shares2.1K

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD SMALL-CAP VALUE

-4.21%

Shares1.0K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-1.62%

Shares243

Event2026-06-30

Filed2026-08-07

IRDM

IRIDIUM COMMUNICATIONS I

-6.33%

Shares4.6K

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES MSCI USA

0.00%

Shares735

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

-7.04%

Shares2.8K

Event2026-06-30

Filed2026-08-07

MGC

VANGUARD MEGA CAP INDEX

0.00%

Shares861

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC F

0.00%

Shares434

Event2026-06-30

Filed2026-08-07

MGK

VANGUARD MEGA CAP GROWTH

400.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

-10.94%

Shares773

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

-6.93%

Shares658

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMERICA CORP

-16.83%

Shares3.9K

Event2026-06-30

Filed2026-08-07

CVS

CVS HEALTH CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

KNSL

KINSALE CAP GROUP INC

8.17%

Shares649

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD DIVIDEND

-4.79%

Shares934

Event2026-06-30

Filed2026-08-07

SHV

ISHARES 01 YEAR TREASURY

0.35%

Shares2.0K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

853.49%

Shares820

Event2026-06-30

Filed2026-08-07

COHR

COHERENT CORP

-3.75%

Shares591

Event2026-06-30

Filed2026-08-07

DVY

ISHARES SELECT DIVIDEND

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

STATE STREET UTILITIES

-0.17%

Shares4.7K

Event2026-06-30

Filed2026-08-07

HSBC

HSBC HLDGS PLC F

42.45%

Shares2.1K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES MSCI USA MIN VOL

-1.20%

Shares2.1K

Event2026-06-30

Filed2026-08-07

RHHBY

ROCHE HLDG LTD F

25.20%

Shares4.0K

Event2026-06-30

Filed2026-08-07

STATE STREET SPDR

44.10%

Shares2.2K

Event2026-06-30

Filed2026-08-07

AT&T INC

-1.51%

Shares9.5K

Event2026-06-30

Filed2026-08-07

VANECK GOLD MINERS ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-07

RTX CORP

-66.52%

Shares967

Event2026-06-30

Filed2026-08-07

ASTRAZENECA PLC F

48.81%

Shares1.0K

Event2026-06-30

Filed2026-08-07

NSRGY

NESTLE S A F

54.99%

Shares1.8K

Event2026-06-30

Filed2026-08-07

CHUBB LTD F

-0.77%

Shares513

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

2.83%

Shares654

Event2026-06-30

Filed2026-08-07

ISHARES CORE U.S.

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

PPG

PPG INDS INC

-1.93%

Shares1.4K

Event2026-06-30

Filed2026-08-07

JSCP

JPMORGAN SHORT DURATION

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-07

DFCF

DIMENSIONAL CORE FIXED

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

-14.22%

Shares766

Event2026-06-30

Filed2026-08-07

AVDE

AVANTIS INTERNATIONAL

-4.93%

Shares1.9K

Event2026-06-30

Filed2026-08-07

NVS

NOVARTIS AG F

29.03%

Shares1.0K

Event2026-06-30

Filed2026-08-07

SHEL

SHELL PLC F

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

VOOG

VANGUARD S&P 500 GROWTH

470.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-0.84%

Shares1.5K

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

-0.09%

Shares2.1K

Event2026-06-30

Filed2026-08-07

DFAU

DIMENSIONAL US CORE

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares703

Event2026-06-30

Filed2026-08-07

CARE

CARTER BANKSHARES INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINL SERVICES

-6.56%

Shares598

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

-16.00%

Shares651

Event2026-06-30

Filed2026-08-07

SIEGY

SIEMENS A G F

87.95%

Shares936

Event2026-06-30

Filed2026-08-07

ABBNY

ABB LTD F

18.21%

Shares1.4K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

-1.10%

Shares986

Event2026-06-30

Filed2026-08-07

BP P L C F

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-07

WAT

WATERS CORP

32.58%

Shares354

Event2026-06-30

Filed2026-08-07

MUFG

MITSUBISHI UFJ FINL GR F

56.47%

Shares6.6K

Event2026-06-30

Filed2026-08-07

MOH

MOLINA HEALTHCARE INC

0.00%

Shares575

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC NEW

-18.18%

Shares135

Event2026-06-30

Filed2026-08-07

VOE

VANGUARD MID-CAP VALUE

0.00%

Shares667

Event2026-06-30

Filed2026-08-07

SNDK

SANDISK CORP

0.00%

Shares65

Event2026-06-30

Filed2026-08-07

MASTERCARD INC

-86.25%

Shares251

Event2026-06-30

Filed2026-08-07

BOEING CO

0.00%

Shares599

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

-0.33%

Shares611

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL MYERS SQUIBB CO

-0.83%

Shares2.3K

Event2026-06-30

Filed2026-08-07

ROYAL CARIBBEAN GROU F

26.20%

Shares419

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

-15.17%

Shares246

Event2026-06-30

Filed2026-08-07

BHP

BHP GROUP LTD F

39.08%

Shares1.5K

Event2026-06-30

Filed2026-08-07

GSIE

GOLDMAN SACHS ACTIVEBETA

-4.93%

Shares2.8K

Event2026-06-30

Filed2026-08-07

AVEM

AVANTIS EMERGING MARKETS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

IVOV

VANGUARD S&P MID-CAP 400

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

ISHARES CORE MSCI EAFE

3.18%

Shares1.3K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

-9.86%

Shares448

Event2026-06-30

Filed2026-08-07

AJG

GALLAGHER ARTHUR J & CO

75.59%

Shares518

Event2026-06-30

Filed2026-08-07

DEERE & CO

-3.48%

Shares194

Event2026-06-30

Filed2026-08-07

MKS INC

-23.77%

Shares295

Event2026-06-30

Filed2026-08-07

FIRST TRUST DOW JONES

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

NTRS

NORTHERN TR CORP

-0.44%

Shares679

Event2026-06-30

Filed2026-08-07

FORM

FORMFACTOR INC

-3.70%

Shares807

Event2026-06-30

Filed2026-08-07

IWB

ISHARES RUSSELL 1000

0.00%

Shares290

Event2026-06-30

Filed2026-08-07

IWP

ISHARES RUSSELL MID-CAP

-6.74%

Shares816

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

-0.89%

Shares446

Event2026-06-30

Filed2026-08-07

MGM

MGM RESORTS INTL

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares437

Event2026-06-30

Filed2026-08-07

JCPB

JPMORGAN CORE PLUS BOND

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-07

AEE

AMEREN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

CMWAY

COMMONWEALTH BK AUSTRA F

-2.75%

Shares1.1K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

0.00%

Shares767

Event2026-06-30

Filed2026-08-07

PAYX

PAYCHEX INC

53.05%

Shares1.1K

Event2026-06-30

Filed2026-08-07

PNW

PINNACLE WEST CAP CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

TOKYO ELECTRON LTD F

60.57%

Shares509

Event2026-06-30

Filed2026-08-07

SAFRAN F

91.51%

Shares1.2K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC F

-2.48%

Shares236

Event2026-06-30

Filed2026-08-07

PRK

PARK NATL CORP

0.00%

Shares610

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN TRUST

-60.89%

Shares3.3K

Event2026-06-30

Filed2026-08-07

BRUNSWICK CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSIN

-8.80%

Shares477

Event2026-06-30

Filed2026-08-07

AVUS

AVANTIS US EQUITY ETF

-4.76%

Shares881

Event2026-06-30

Filed2026-08-07

BANK NEW YORK MELLON COR

-0.90%

Shares768

Event2026-06-30

Filed2026-08-07

PGR

PROGRESSIVE CORP OH

46.31%

Shares496

Event2026-06-30

Filed2026-08-07

MXL

MAXLINEAR INC

-15.14%

Shares992

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC F

0.00%

Shares270

Event2026-06-30

Filed2026-08-07

SNEX

STONEX GROUP INC

0.00%

Shares897

Event2026-06-30

Filed2026-08-07

HWM

HOWMET AEROSPACE INC

0.00%

Shares415

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

-5.79%

Shares114

Event2026-06-30

Filed2026-08-07

VSAT

VIASAT INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

0.00%

Shares139

Event2026-06-30

Filed2026-08-07

BANCO SANTANDER SA F

24.17%

Shares7.8K

Event2026-06-30

Filed2026-08-07

NVO

NOVO-NORDISK A S F

-18.11%

Shares2.2K

Event2026-06-30

Filed2026-08-07

DHR

DANAHER CORP

-9.69%

Shares550

Event2026-06-30

Filed2026-08-07

TOYOTA MTR CORP F

79.37%

Shares626

Event2026-06-30

Filed2026-08-07

ESE

ESCO TECHNOLOGIES INC

0.00%

Shares310

Event2026-06-30

Filed2026-08-07

CTAS

CINTAS CORP

477.88%

Shares601

Event2026-06-30

Filed2026-08-07

COWZ

PACER US CASH COWS 100

0.12%

Shares1.7K

Event2026-06-30

Filed2026-08-07

EADSY

AIRBUS SE F

171.95%

Shares1.9K

Event2026-06-30

Filed2026-08-07

ALIZY

ALLIANZ SE F

38.55%

Shares2.2K

Event2026-06-30

Filed2026-08-07

BFH

BREAD FINL HOLDINGS

0.00%

Shares978

Event2026-06-30

Filed2026-08-07

MTCH

MATCH GROUP INC NEW

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

SLVP

ISHARES MSCI GLOBAL

0.43%

Shares3.3K

Event2026-06-30

Filed2026-08-07

TMUS

T-MOBILE US INC

-17.28%

Shares589

Event2026-06-30

Filed2026-08-07

ESI

ELEMENT SOLUTIONS IN

8.92%

Shares2.2K

Event2026-06-30

Filed2026-08-07

VMC

VULCAN MATLS CO

0.00%

Shares342

Event2026-06-30

Filed2026-08-07

AGX

ARGAN INC

0.00%

Shares131

Event2026-06-30

Filed2026-08-07

ODFL

OLD DOMINION FREIGHT LIN

-0.65%

Shares459

Event2026-06-30

Filed2026-08-07

TTE

TOTALENERGIES F

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP NEW

11.58%

Shares578

Event2026-06-30

Filed2026-08-07

POOL CORP

707.02%

Shares460

Event2026-06-30

Filed2026-08-07

ALLW

STATE STREET BRIDGEWATER

New

Shares3.4K

Event2026-06-30

Filed2026-08-07

KLIC

KULICKE & SOFFA INDS INC

-5.26%

Shares738

Event2026-06-30

Filed2026-08-07

MAA

MID-AMER APT CMNTYS INC

0.00%

Shares704

Event2026-06-30

Filed2026-08-07

VLO

VALERO ENERGY CORP NEW

-9.45%

Shares364

Event2026-06-30

Filed2026-08-07

CENTERPOINT ENERGY INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

-1.49%

Shares594

Event2026-06-30

Filed2026-08-07

DHI

D R HORTON INC

-2.07%

Shares615

Event2026-06-30

Filed2026-08-07

MACQUARIE GROUP LTD F

1.27%

Shares558

Event2026-06-30

Filed2026-08-07

AVDV

AVANTIS INTERNATIONAL

-5.00%

Shares931

Event2026-06-30

Filed2026-08-07

WELL

WELLTOWER INC

0.00%

Shares419

Event2026-06-30

Filed2026-08-07

SPLV

INVESCO S&P 500 LOW

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

IFNNY

INFINEON TECHNOLOGIES F

-23.45%

Shares1.1K

Event2026-06-30

Filed2026-08-07

RYCEY

ROLLS-ROYCE HOLDINGS P F

46.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

ELV

ELEVANCE HEALTH INC

0.00%

Shares229

Event2026-06-30

Filed2026-08-07

MFC

MANULIFE FINL CORP F

-0.43%

Shares2.3K

Event2026-06-30

Filed2026-08-07

S&P GLOBAL INC

41.36%

Shares229

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

-5.50%

Shares3.0K

Event2026-06-30

Filed2026-08-07

MHK

MOHAWK INDS INC

151.91%

Shares791

Event2026-06-30

Filed2026-08-07

PLD

PROLOGIS INC

-0.29%

Shares692

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY H F

0.00%

Shares103

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

-7.22%

Shares180

Event2026-06-30

Filed2026-08-07

UBS

UBS GROUP AG F

44.26%

Shares1.9K

Event2026-06-30

Filed2026-08-07

PHYS

SPROTT PHYSGLD TRST

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

MYRG

MYR GROUP INC DEL

0.00%

Shares199

Event2026-06-30

Filed2026-08-07

SIEMENS ENERGY AG F

670.90%

Shares2.5K

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTL INC NEW

-26.63%

Shares248

Event2026-06-30

Filed2026-08-07

IBERDROLA S A F

50.96%

Shares939

Event2026-06-30

Filed2026-08-07

TGTX

TG THERAPEUTICS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

BTSG

BRIGHTSPRING HEALTH SVCS

58.90%

Shares1.3K

Event2026-06-30

Filed2026-08-07

PAYC

PAYCOM SOFTWARE INC

-22.41%

Shares658

Event2026-06-30

Filed2026-08-07

VIOG

VANGUARD S&P SMALL-CAP

-3.06%

Shares601

Event2026-06-30

Filed2026-08-07

RESN

MURATA MFG CO LTD F

1.51%

Shares2.4K

Event2026-06-30

Filed2026-08-07

KIOXIA HLDGS CORP F

23.45%

Shares1.7K

Event2026-06-30

Filed2026-08-07

SCHNEIDER ELEC SA F

53.21%

Shares1.4K

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC F

49.32%

Shares1.1K

Event2026-06-30

Filed2026-08-07

AOM

ISHARES CORE 40/60

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

HDV

ISHARES CORE HIGH

400.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

VRT

VERTIV HLDGS CO

0.00%

Shares275

Event2026-06-30

Filed2026-08-07

KNOWLES CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

KRYS

KRYSTAL BIOTECH INC

12.94%

Shares227

Event2026-06-30

Filed2026-08-07

KMX

CARMAX INC

8.62%

Shares1.6K

Event2026-06-30

Filed2026-08-07

SOFTBANK GRP CORP F

113.25%

Shares4.7K

Event2026-06-30

Filed2026-08-07

RITM

RITHM CAPITAL CORP

-2.49%

Shares8.9K

Event2026-06-30

Filed2026-08-07

APD

AIR PRODS & CHEMS INC

0.00%

Shares270

Event2026-06-30

Filed2026-08-07

NXP SEMICONDUCTORS N V F

-1.00%

Shares296

Event2026-06-30

Filed2026-08-07

ENEL SOCIETA PER AZION F

-6.92%

Shares7.3K

Event2026-06-30

Filed2026-08-07

ADVANTEST CORP F

-16.04%

Shares445

Event2026-06-30

Filed2026-08-07

SMFG

SUMITOMO MITSUI FINL G F

70.11%

Shares3.4K

Event2026-06-30

Filed2026-08-07

UNILEVER PLC F

137.92%

Shares1.3K

Event2026-06-30

Filed2026-08-07

MMC

MARSH & MCLENNAN COS INC

1.06%

Shares477

Event2026-06-30

Filed2026-08-07

FSS

FEDERAL SIGNAL CORP

-14.93%

Shares638

Event2026-06-30

Filed2026-08-07

HTRB

HARTFORD TOTAL RETURN

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

VIOV

VANGUARD S&P SMALL-CAP

-4.15%

Shares693

Event2026-06-30

Filed2026-08-07

MAC

MACERICH CO

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

-2.58%

Shares643

Event2026-06-30

Filed2026-08-07

CEG

CONSTELLATION ENERGY COR

-13.08%

Shares339

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

-2.98%

Shares456

Event2026-06-30

Filed2026-08-07

ECG

EVERUS CONSTR GROUP INC

0.00%

Shares526

Event2026-06-30

Filed2026-08-07

CFRUY

COMPAGNIE FINANCIERE A F

186.35%

Shares3.5K

Event2026-06-30

Filed2026-08-07

VOOV

VANGUARD S&P 500 VALUE

-5.00%

Shares361

Event2026-06-30

Filed2026-08-07

CORT

CORCEPT THERAPEUTICS INC

-15.80%

Shares895

Event2026-06-30

Filed2026-08-07

VRTX

VERTEX PHARMACEUTICALS I

31.40%

Shares159

Event2026-06-30

Filed2026-08-07

MTB

M&T BK CORP

-1.51%

Shares327

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

-11.69%

Shares763

Event2026-06-30

Filed2026-08-07

CIEN

CIENA CORP

-15.00%

Shares170

Event2026-06-30

Filed2026-08-07

BBVA

BANCO BILBAO VIZCAYA A F

28.19%

Shares3.1K

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP EQUITY

-2.59%

Shares602

Event2026-06-30

Filed2026-08-07

GENERAL MTRS CO

-0.48%

Shares1.0K

Event2026-06-30

Filed2026-08-07

GKOS

GLAUKOS CORP

24.45%

Shares565

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

0.00%

Shares653

Event2026-06-30

Filed2026-08-07

DBEF

XTRACKERS MSCI EAFE

-10.42%

Shares1.4K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD REAL ESTATE

0.00%

Shares796

Event2026-06-30

Filed2026-08-07

DSI

ISHARES ESG MSCI KLD 400

0.00%

Shares541

Event2026-06-30

Filed2026-08-07

JEPI

JPMORGAN EQUITY PREMIUM

242.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

ILCB

ISHARES MORNINGSTAR U.S.

-3.01%

Shares741

Event2026-06-30

Filed2026-08-07

UNICREDIT SPA F

32.15%

Shares1.7K

Event2026-06-30

Filed2026-08-07

SPMO

INVESCO S&P 500 MOMENTUM

0.00%

Shares492

Event2026-06-30

Filed2026-08-07

EXC

EXELON CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TRUST

369.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

MTRN

MATERION CORP

0.00%

Shares265

Event2026-06-30

Filed2026-08-07

ADOBE INC

-4.30%

Shares356

Event2026-06-30

Filed2026-08-07

KMB

KIMBERLY CLARK CORP

584.69%

Shares671

Event2026-06-30

Filed2026-08-07

NKE

NIKE INC

73.96%

Shares1.8K

Event2026-06-30

Filed2026-08-07

JBTM

JBT MAREL CORP

42.78%

Shares514

Event2026-06-30

Filed2026-08-07

ORIX CORP F

-7.84%

Shares1.9K

Event2026-06-30

Filed2026-08-07

PTGX

PROTAGONIST THERAPEUTICS

0.00%

Shares595

Event2026-06-30

Filed2026-08-07

DTEGY

DEUTSCHE TELEKOM AG F

84.85%

Shares2.7K

Event2026-06-30

Filed2026-08-07

PDP

INVESCO DORSEY WRIGHT

-4.36%

Shares505

Event2026-06-30

Filed2026-08-07

RIO

RIO TINTO PLC F

-18.40%

Shares794

Event2026-06-30

Filed2026-08-07

TRNO

TERRENO RLTY CORP

-13.60%

Shares1.1K

Event2026-06-30

Filed2026-08-07

ING

ING GROEP N V F

-26.03%

Shares2.3K

Event2026-06-30

Filed2026-08-07

JPMORGAN NASDAQ EQUITY

181.34%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ALKS

ALKERMES PLC F

24.21%

Shares1.4K

Event2026-06-30

Filed2026-08-07

JOHNSON CONTROLS INT F

0.00%

Shares506

Event2026-06-30

Filed2026-08-07

LAMB WESTON HLDGS INC

-2.84%

Shares1.6K

Event2026-06-30

Filed2026-08-07

EMN

EASTMAN CHEM CO

1.22%

Shares1.1K

Event2026-06-30

Filed2026-08-07

LTH

LIFE TIME GROUP HLDGS IN

-13.87%

Shares1.8K

Event2026-06-30

Filed2026-08-07

WESFARMERS LTD F

248.15%

Shares2.4K

Event2026-06-30

Filed2026-08-07

JPST

JPMORGAN ULTRA-SHORT

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

NOBLE CORP PLC F

18.82%

Shares1.9K

Event2026-06-30

Filed2026-08-07

RPV

INVESCO S&P 500 PURE

-3.10%

Shares626

Event2026-06-30

Filed2026-08-07

RHP

RYMAN HOSPITALITY PPTYS

38.55%

Shares575

Event2026-06-30

Filed2026-08-07

BTI

BRITISH AMERN TOB PLC F

-34.15%

Shares1.2K

Event2026-06-30

Filed2026-08-07

LVMUY

LVMH MOET HENNESSY LOU F

154.12%

Shares648

Event2026-06-30

Filed2026-08-07

FFIV

F5 INC

-1.76%

Shares167

Event2026-06-30

Filed2026-08-07

FAST

FASTENAL CO

-3.83%

Shares1.5K

Event2026-06-30

Filed2026-08-07

AIQUY

AIR LIQUIDE F

43.57%

Shares1.8K

Event2026-06-30

Filed2026-08-07

BRBS

BLUE RIDGE BANKSHARES IN

0.00%

Shares19.6K

Event2026-06-30

Filed2026-08-07

AXOS FINL INC

60.54%

Shares708

Event2026-06-30

Filed2026-08-07

BNPQY

BNP PARIBAS F

59.31%

Shares1.2K

Event2026-06-30

Filed2026-08-07

MFG

MIZUHO FINL GROUP INC F

45.34%

Shares7.1K

Event2026-06-30

Filed2026-08-07

TKOMY

TOKIO MARINE HLDGS INC F

-20.62%

Shares1.6K

Event2026-06-30

Filed2026-08-07

AWI

ARMSTRONG WORLD INDS INC

-30.41%

Shares437

Event2026-06-30

Filed2026-08-07

AIR

AAR CORP

-10.70%

Shares484

Event2026-06-30

Filed2026-08-07

FTNT

FORTINET INC

0.00%

Shares433

Event2026-06-30

Filed2026-08-07

ZWS

ZURN ELKAY WTR SOLUTIONS

29.44%

Shares1.4K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-0.04%

Shares2.8K

Event2026-06-30

Filed2026-08-07

GSLC

GOLDMAN SACHS ACTIVEBETA

-4.02%

Shares478

Event2026-06-30

Filed2026-08-07

HELO

JPMORGAN HEDGED EQUITY

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

-7.37%

Shares88

Event2026-06-30

Filed2026-08-07

GRANITE CONSTR INC

-13.96%

Shares450

Event2026-06-30

Filed2026-08-07

UCTT

ULTRA CLEAN HLDGS INC

0.00%

Shares520

Event2026-06-30

Filed2026-08-07

VSEC

VSE CORP

-15.52%

Shares294

Event2026-06-30

Filed2026-08-07

EAT

BRINKER INTL INC

-23.73%

Shares389

Event2026-06-30

Filed2026-08-07

LRLCY

L OREAL S A F

113.30%

Shares770

Event2026-06-30

Filed2026-08-07

GTES

GATES INDL CORP PLC F

19.05%

Shares2.5K

Event2026-06-30

Filed2026-08-07

ETSY INC

13.72%

Shares912

Event2026-06-30

Filed2026-08-07

WDC

WESTERN DIGITAL CORP

0.00%

Shares111

Event2026-06-30

Filed2026-08-07

DIOD

DIODES INC

0.00%

Shares630

Event2026-06-30

Filed2026-08-07

BLACKSTONE INC

-1.94%

Shares555

Event2026-06-30

Filed2026-08-07

KGS

KODIAK GAS SVCS INC

13.23%

Shares916

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HLDGS INC

3200.00%

Shares363

Event2026-06-30

Filed2026-08-07

PKW

INVESCO BUYBACK

-3.72%

Shares466

Event2026-06-30

Filed2026-08-07

ECL

ECOLAB INC

9.17%

Shares238

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD FTSE ALL-WORLD

0.00%

Shares799

Event2026-06-30

Filed2026-08-07

APPLOVIN CORP

32.95%

Shares117

Event2026-06-30

Filed2026-08-07

ACA

ARCOSA INC

-9.54%

Shares455

Event2026-06-30

Filed2026-08-07

CPB

THE CAMPBELL'S CO

1386.17%

Shares2.8K

Event2026-06-30

Filed2026-08-07

DELL

DELL TECHNOLOGIES INC

16.67%

Shares154

Event2026-06-30

Filed2026-08-07

RAL

RALLIANT CORP

12.89%

Shares911

Event2026-06-30

Filed2026-08-07

HITACHI LTD F

-29.11%

Shares2.4K

Event2026-06-30

Filed2026-08-07

ACCENTURE PLC IRELAND F

22.72%

Shares497

Event2026-06-30

Filed2026-08-07

FITB

FIFTH THIRD BANCORP

-1.56%

Shares1.1K

Event2026-06-30

Filed2026-08-07

TFX

TELEFLEX INC

-6.86%

Shares502

Event2026-06-30

Filed2026-08-07

CZR

CAESARS ENTMT INC NEW

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

BHE

BENCHMARK ELECTRS INC

0.00%

Shares685

Event2026-06-30

Filed2026-08-07

ACLS

AXCELIS TECHNOLOGIES INC

0.00%

Shares364

Event2026-06-30

Filed2026-08-07

POWL

POWELL INDS INC

198.78%

Shares245

Event2026-06-30

Filed2026-08-07

MITSUBISHI ELEC CORP F

-10.69%

Shares869

Event2026-06-30

Filed2026-08-07

LYG

LLOYDS BANKING GROUP P F

-21.25%

Shares10.9K

Event2026-06-30

Filed2026-08-07

RECRUIT HLDGS CO LTD F

-17.38%

Shares4.5K

Event2026-06-30

Filed2026-08-07

HCA

HCA HEALTHCARE INC

-13.76%

Shares163

Event2026-06-30

Filed2026-08-07

SERVICENOW INC

-18.16%

Shares604

Event2026-06-30

Filed2026-08-07

EXTR

EXTREME NETWORKS INC

-1.75%

Shares2.0K

Event2026-06-30

Filed2026-08-07

LUMN

LUMEN TECHNOLOGIES INC

29.35%

Shares8.9K

Event2026-06-30

Filed2026-08-07

ASSICURAZIONI GENERALI F

-16.74%

Shares2.6K

Event2026-06-30

Filed2026-08-07

HLT

HILTON WORLDWIDE HLDGS I

0.00%

Shares191

Event2026-06-30

Filed2026-08-07

DBSDY

DBS GROUP HLDGS LTD F

-17.63%

Shares313

Event2026-06-30

Filed2026-08-07

QRVO

QORVO INC

76.01%

Shares697

Event2026-06-30

Filed2026-08-07

TRAVELERS COS INC

0.00%

Shares189

Event2026-06-30

Filed2026-08-07

ARCHROCK INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

VOX

VANGUARD COMMUNICATION

0.00%

Shares333

Event2026-06-30

Filed2026-08-07

APOLLO GLOBAL MGMT INC N

0.00%

Shares530

Event2026-06-30

Filed2026-08-07

3M CO

40.50%

Shares392

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVC INC

0.00%

Shares570

Event2026-06-30

Filed2026-08-07

LGND

LIGAND PHARMACEUTICALS I

0.00%

Shares200

Event2026-06-30

Filed2026-08-07

OXY

OCCIDENTAL PETE CORP

-1.29%

Shares1.3K

Event2026-06-30

Filed2026-08-07

SM ENERGY CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

BUD

ANHEUSER BUSCH INBEV S F

-21.82%

Shares774

Event2026-06-30

Filed2026-08-07

PTCT

PTC THERAPEUTICS INC

-21.26%

Shares763

Event2026-06-30

Filed2026-08-07

MSGS

MADISON SQUARE GARDEN SP

0.00%

Shares157

Event2026-06-30

Filed2026-08-07

FISERV INC

44.27%

Shares1.2K

Event2026-06-30

Filed2026-08-07

XEL

XCEL ENERGY INC

0.00%

Shares777

Event2026-06-30

Filed2026-08-07

AMT

AMERICAN TOWER CORP NEW

409.59%

Shares372

Event2026-06-30

Filed2026-08-07

TEL

TE CONNECTIVITY PLC F

0.00%

Shares306

Event2026-06-30

Filed2026-08-07

SPHQ

INVESCO S&P 500 QUALITY

-3.63%

Shares691

Event2026-06-30

Filed2026-08-07

GSK PLC ADR F

-29.58%

Shares1.2K

Event2026-06-30

Filed2026-08-07

LYFT INC

2.38%

Shares4.1K

Event2026-06-30

Filed2026-08-07

CPRX

CATALYST PHARMACEUTICALS

4.07%

Shares1.9K

Event2026-06-30

Filed2026-08-07

CWST

CASELLA WASTE SYS INC

498.13%

Shares640

Event2026-06-30

Filed2026-08-07

CAKE

CHEESECAKE FACTORY INC

0.00%

Shares766

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

-40.32%

Shares151

Event2026-06-30

Filed2026-08-07

SNY

SANOFI F

-14.02%

Shares1.5K

Event2026-06-30

Filed2026-08-07

NUE

NUCOR CORP

-5.46%

Shares277

Event2026-06-30

Filed2026-08-07

PLXS

PLEXUS CORP

0.00%

Shares209

Event2026-06-30

Filed2026-08-07

ANET

ARISTA NETWORKS INC

0.00%

Shares361

Event2026-06-30

Filed2026-08-07

IWD

ISHARES RUSSELL 1000

-9.29%

Shares244

Event2026-06-30

Filed2026-08-07

HSY

HERSHEY CO

-17.66%

Shares331

Event2026-06-30

Filed2026-08-07

FAST RETAILING CO LTD F

45.97%

Shares1.2K

Event2026-06-30

Filed2026-08-07

DHS

WISDOMTREE U.S. HIGH

0.00%

Shares514

Event2026-06-30

Filed2026-08-07

COHU

COHU INC

0.00%

Shares845

Event2026-06-30

Filed2026-08-07

LNC

LINCOLN NATL CORP IND

-23.09%

Shares1.6K

Event2026-06-30

Filed2026-08-07

ILCG

ISHARES MORNINGSTAR

-4.94%

Shares500

Event2026-06-30

Filed2026-08-07

OUNZ

VANECK MERK GOLD TRUST

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

EQIX

EQUINIX INC

0.00%

Shares57

Event2026-06-30

Filed2026-08-07

VSCO

VICTORIAS SECRET & CO

22.24%

Shares742

Event2026-06-30

Filed2026-08-07

WAB

WABTEC

0.00%

Shares217

Event2026-06-30

Filed2026-08-07

MTSI

MACOM TECHNOLOGY SOLUTIO

0.00%

Shares163

Event2026-06-30

Filed2026-08-07

MRCY

MERCURY SYS INC

23.73%

Shares464

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares251

Event2026-06-30

Filed2026-08-07

EVT

EV TAX ADVANTAGED DIVIDE

-4.70%

Shares2.0K

Event2026-06-30

Filed2026-08-07

RPG

INVESCO S&P 500 PURE

-3.51%

Shares906

Event2026-06-30

Filed2026-08-07

AZZ

AZZ INC

-10.53%

Shares374

Event2026-06-30

Filed2026-08-07

BWXT

BWX TECHNOLOGIES INC

-4.89%

Shares292

Event2026-06-30

Filed2026-08-07

ENPH

ENPHASE ENERGY INC

3.03%

Shares1.2K

Event2026-06-30

Filed2026-08-07

SOCIETE GENERALE F

-18.13%

Shares3.2K

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares250

Event2026-06-30

Filed2026-08-07

NPO

ENPRO INC

18.60%

Shares153

Event2026-06-30

Filed2026-08-07

AMERIPRISE FINL INC

71.64%

Shares115

Event2026-06-30

Filed2026-08-07

MATX

MATSON INC

40.63%

Shares270

Event2026-06-30

Filed2026-08-07

TDG

TRANSDIGM GROUP INC

740.00%

Shares42

Event2026-06-30

Filed2026-08-07

MKTX

MARKETAXESS HLDGS INC

15.11%

Shares480

Event2026-06-30

Filed2026-08-07

BCS

BARCLAYS PLC F

46.33%

Shares2.0K

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

-6.98%

Shares80

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

-4.41%

Shares390

Event2026-06-30

Filed2026-08-07

MET

METLIFE INC

0.00%

Shares623

Event2026-06-30

Filed2026-08-07

FIX

COMFORT SYS USA INC

0.00%

Shares29

Event2026-06-30

Filed2026-08-07

FIRSTENERGY CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

SAP

SAP SE F

-56.98%

Shares339

Event2026-06-30

Filed2026-08-07

FDN

FIRST TRUST DOW JONES

0.00%

Shares200

Event2026-06-30

Filed2026-08-07

SANDVIK AB F

-20.17%

Shares1.3K

Event2026-06-30

Filed2026-08-07

SFBS

SERVISFIRST BANCSHARES I

-13.68%

Shares606

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available