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The Analysis of SCHNIEDERS CAPITAL MANAGEMENT, LLC.'s Holdings & P&L

Currently, SCHNIEDERS CAPITAL MANAGEMENT, LLC. holds 246 types of securities in its portfolio with a total value $761.8M. In the most recent quarter, they have increased their positions in VGT (+45.8K shares, valued at $5.5M), SGOV (+47.5K shares, valued at $4.8M), N/A (+32.6K shares, valued at $4.5M); decreased their positions in CVX (-2.6K shares, valued at $426.5K), CARR (-4.6K shares, valued at $335.9K), PREF (-13.5K shares, valued at $256.9K); initiated new positions in N/A (+32.6K shares, valued at $4.5M), VOOG (+16.3K shares, valued at $1.3M), GWW (+694 shares, valued at $944.0K).

1M P&L

-781.7K-0.14%

3M P&L

+19.6M+3.51%

HY P&L

+16.4M+2.92%

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/A135.3M

22.4%

2Internet Content & Information71.2M

11.8%

3Drug Manufacturers - General44.8M

7.4%

Top Industries by Stock Count

1N/A61 stocks

28.1%

2Semiconductors9 stocks

4.1%

3Utilities - Regulated Electric8 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM147.8K shares9.73%2026-06-302026-07-24

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF409.5K shares13.12%2026-06-302026-07-24

GOOGL ALPHABET INC CAP STK CL A113.5K shares4.60%2026-06-302026-07-24

MSFT MICROSOFT CORP COM108.7K shares1.81%2026-06-302026-07-24

AMZN AMAZON COM INC COM134.9K shares8.69%2026-06-302026-07-24

GOOG ALPHABET INC CAP STK CL C86.6K shares6.13%2026-06-302026-07-24

NVDA NVIDIA CORP COM131.5K shares5.18%2026-06-302026-07-24

QQQ POWERSHARES QQQ TRUST, SERIES 135.4K shares1.06%2026-06-302026-07-24

Sponsored

XLK TECHNOLOGY SELECT SECTOR SPDR FUND103.5K shares0.60%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON76.8K shares7.66%2026-06-302026-07-24

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM58.7K shares2.34%2026-06-302026-07-24

META PLATFORMS INC CL A META PLATFORMS INC CL A33.8K shares3.86%2026-06-302026-07-24

SPDR S&P 500 TRUST SPDR S&P 500 TRUST22.0K shares2.55%2026-06-302026-07-24

LLY LILLY ELI & CO COM10.7K shares26.09%2026-06-302026-07-24

BAC BANK AMER CORP COM201.1K shares1.41%2026-06-302026-07-24

AMGN AMGEN INC COM27.6K shares7.11%2026-06-302026-07-24

Sponsored

WMT WAL-MART STORES INC COM87.1K shares3.71%2026-06-302026-07-24

CAT CATERPILLAR INC DEL COM9.2K shares-0.79%2026-06-302026-07-24

DOMINION RES INC VA NEW COM DOMINION RES INC VA NEW COM142.4K shares0.16%2026-06-302026-07-24

UNP UNION PAC CORP COM33.2K shares23.06%2026-06-302026-07-24

COSTCO WHSL CORP NEW COM COSTCO WHSL CORP NEW COM8.7K shares9.12%2026-06-302026-07-24

APPLIED MATLS INC COM APPLIED MATLS INC COM11.3K shares-0.01%2026-06-302026-07-24

CVX CHEVRON CORP NEW COM47.8K shares-5.11%2026-06-302026-07-24

VISA INC COM CL A VISA INC COM CL A22.3K shares19.83%2026-06-302026-07-24

Sponsored

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM62.9K shares0.00%2026-06-302026-07-24

SOUTHERN CO COM SOUTHERN CO COM73.2K shares0.16%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS COM24.5K shares6.57%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC COM6.0K shares18.56%2026-06-302026-07-24

BROADCOM INC COM BROADCOM INC COM17.6K shares12.07%2026-06-302026-07-24

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM28.7K shares-0.30%2026-06-302026-07-24

VGT VANGUARD INFORMATION TECHNOLOGY ETF52.4K shares699.27%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW COM NEW49.2K shares1.32%2026-06-302026-07-24

Sponsored

ES EVERSOURCE ENERGY COM85.7K shares3.35%2026-06-302026-07-24

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM63.8K shares29.21%2026-06-302026-07-24

TSLA TESLA MTRS INC COM12.4K shares6.69%2026-06-302026-07-24

ABT ABBOTT LABS COM55.6K shares11.53%2026-06-302026-07-24

ABBVIE INC COM ABBVIE INC COM19.2K shares18.02%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC COM8.2K shares5.14%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW9.5K shares0.69%2026-06-302026-07-24

EXXON MOBIL CORP COM EXXON MOBIL CORP COM32.6K sharesnew addition2026-06-302026-07-24

Sponsored

ORACLE CORP COM ORACLE CORP COM30.1K shares6.90%2026-06-302026-07-24

RAYTHEON TECHNOLOGIES CORP COM RAYTHEON TECHNOLOGIES CORP COM22.9K shares11.39%2026-06-302026-07-24

WFC WELLS FARGO & CO NEW COM51.9K shares4.86%2026-06-302026-07-24

HD HOME DEPOT INC COM11.7K shares9.74%2026-06-302026-07-24

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF7.8K shares0.00%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL COM125.7K shares3.84%2026-06-302026-07-24

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF5.3K shares1.33%2026-06-302026-07-24

MCD MCDONALDS CORP COM14.0K shares9.36%2026-06-302026-07-24

Sponsored

PG PROCTER & GAMBLE COMPANY24.3K shares3.12%2026-06-302026-07-24

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM7.4K shares-0.47%2026-06-302026-07-24

AEP AMERICAN ELEC PWR INC COM22.3K shares0.00%2026-06-302026-07-24

PEP PEPSICO INC COM21.0K shares6.78%2026-06-302026-07-24

GLD SPDR GOLD SHARES7.4K shares0.00%2026-06-302026-07-24

VICI VICI PPTYS INC COM101.6K shares-0.56%2026-06-302026-07-24

GEV GE VERNOVA INC COM2.2K shares70.12%2026-06-302026-07-24

NNN NATIONAL RETAIL PPTYS INC COM55.1K shares0.09%2026-06-302026-07-24

Sponsored

INTC INTEL CORP COM18.0K shares-3.47%2026-06-302026-07-24

SOXX ISHARES SEMICONDUCTOR ETF3.9K shares0.99%2026-06-302026-07-24

GE GENERAL ELECTRIC CO COM6.3K shares19.40%2026-06-302026-07-24

KO COCA COLA CO COM28.4K shares17.74%2026-06-302026-07-24

CISCO SYS INC COM CISCO SYS INC COM18.9K shares0.05%2026-06-302026-07-24

USB US BANCORP DEL COM NEW34.0K shares-0.71%2026-06-302026-07-24

LRCX LAM RESEARCH CORP COM NEW4.7K shares65.12%2026-06-302026-07-24

XLF FINANCIAL SELECT SECTOR SPDR FUND37.7K shares-1.31%2026-06-302026-07-24

Sponsored

O REALTY INCOME CORP COM32.6K shares5.33%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L P COM53.1K shares0.00%2026-06-302026-07-24

NWE NORTHWESTERN ENERGY GROUP INC COM NEW26.6K shares0.40%2026-06-302026-07-24

WELL WELLTOWER INC COM8.3K shares0.02%2026-06-302026-07-24

PNW PINNACLE WEST CAP CORP COM17.7K shares1.87%2026-06-302026-07-24

MASTERCARD INC CL A MASTERCARD INC CL A3.6K shares50.78%2026-06-302026-07-24

EVRG EVERGY INC COM21.1K shares-0.47%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC COM10.0K shares-0.49%2026-06-302026-07-24

Sponsored

GLW CORNING INC COM7.0K shares39.01%2026-06-302026-07-24

SMH VANECK SEMICONDUCTOR ETF2.6K shares-2.67%2026-06-302026-07-24

WSM WILLIAMS SONOMA INC COM7.2K shares0.00%2026-06-302026-07-24

NETFLIX INC COM NETFLIX INC COM23.5K shares30.97%2026-06-302026-07-24

IWF ISHARES RUSSELL 1000 GROWTH ETF13.2K shares300.00%2026-06-302026-07-24

C CITIGROUP INC COM NEW11.0K shares0.00%2026-06-302026-07-24

DE DEERE & CO COM2.3K shares9.79%2026-06-302026-07-24

QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS46.0K shares-1.07%2026-06-302026-07-24

Sponsored

PLD PROLOGIS INC COM10.2K shares0.00%2026-06-302026-07-24

QCOM QUALCOMM INC COM7.3K shares1.38%2026-06-302026-07-24

VOOG VANGUARD S&P 500 GROWTH ETF16.3K sharesnew addition2026-06-302026-07-24

NSC NORFOLK SOUTHERN CORP COM4.3K shares0.00%2026-06-302026-07-24

DIS DISNEY WALT CO COM DISNEY13.9K shares4.92%2026-06-302026-07-24

BAC-PL BANK AMERICA CORP 7.25CNV PFD L1.1K shares0.00%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC COM1.2K shares43.05%2026-06-302026-07-24

WFC-PL WELLS FARGO & CO PERP PFD CNV A1.0K shares0.00%2026-06-302026-07-24

Sponsored

STAG STAG INDL INC COM31.3K shares3.30%2026-06-302026-07-24

IYW ISHARES U.S. TECHNOLOGY ETF4.7K shares1.73%2026-06-302026-07-24

MRK MERCK & CO INC COM9.1K shares12.53%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC.26.8K shares-0.37%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A9.4K shares38.29%2026-06-302026-07-24

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF10.2K shares0.00%2026-06-302026-07-24

EGP EASTGROUP PPTY INC COM5.0K shares0.00%2026-06-302026-07-24

CARR CARRIER GLOBAL CORPORATION COM13.5K shares-25.31%2026-06-302026-07-24

Sponsored

NI NISOURCE INC COM20.8K shares0.04%2026-06-302026-07-24

HACK AMPLIFY CYBERSECURITY ETF9.1K shares1.23%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO COM2.8K shares148.72%2026-06-302026-07-24

GWW WW GRAINGER INC COM694 sharesnew addition2026-06-302026-07-24

RSP INVESCO S&P 500 EQUAL WEIGHT ETF4.4K shares33.10%2026-06-302026-07-24

VOO VANGUARD S&P 500 ETF1.4K shares131.96%2026-06-302026-07-24

HONEYWELL INTL INC COM HONEYWELL INTL INC COM4.0K sharesnew addition2026-06-302026-07-24

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF4.8K shares0.00%2026-06-302026-07-24

Sponsored

VUG VANGUARD GROWTH INDEX FUND10.4K shares915.77%2026-06-302026-07-24

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM4.0K sharesnew addition2026-06-302026-07-24

ETN EATON CORP PLC SHS2.1K shares27.78%2026-06-302026-07-24

KLAC KLA CORP COM NEW2.9K shares1452.97%2026-06-302026-07-24

OEF ISHARES S&P 100 ETF2.4K shares-8.71%2026-06-302026-07-24

DLR DIGITAL RLTY TR INC COM4.7K shares1.09%2026-06-302026-07-24

TXN TEXAS INSTRS INC COM2.7K shares-6.91%2026-06-302026-07-24

ASML ASML HLDG NV N Y REGISTRY SHS394 sharesnew addition2026-06-302026-07-24

Sponsored

LMT LOCKHEED MARTIN CORP COM1.5K shares58.35%2026-06-302026-07-24

AWK AMERICAN WTR WKS CO INC NEW COM5.8K shares25.80%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2026-06-302026-07-24

NOC NORTHROP GRUMMAN CORP COM1.5K sharesnew addition2026-06-302026-07-24

WTRG ESSENTIAL UTILS INC COM19.3K shares0.00%2026-06-302026-07-24

AHR AMERICAN HEALTHCARE REIT INC COM SHS14.0K shares0.00%2026-06-302026-07-24

OUT OUTFRONT MEDIA INC COM21.9K shares-4.37%2026-06-302026-07-24

MO ALTRIA GROUP INC COM9.9K shares0.14%2026-06-302026-07-24

Sponsored

CL COLGATE PALMOLIVE CO COM7.6K shares29.13%2026-06-302026-07-24

IWD ISHARES RUSSELL 1000 VALUE ETF2.8K shares8.26%2026-06-302026-07-24

NHI NATIONAL HEALTH INVS INC COM8.9K shares0.00%2026-06-302026-07-24

ADC AGREE RLTY CORP COM8.8K shares0.00%2026-06-302026-07-24

AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW16.1K sharesnew addition2026-06-302026-07-24

GLPI GAMING & LEISURE PPTYS INC COM14.8K shares0.00%2026-06-302026-07-24

MAA MID-AMER APT CMNTYS INC COM4.7K shares14.55%2026-06-302026-07-24

EQIX EQUINIX INC COM629 shares9.01%2026-06-302026-07-24

Sponsored

CORTEVA INC COM CORTEVA INC COM7.7K shares0.03%2026-06-302026-07-24

ARM ARM HOLDINGS PLC SPONSORED ADS1.8K sharesnew addition2026-06-302026-07-24

BE BLOOM ENERGY CORP COM CL A2.1K shares2.22%2026-06-302026-07-24

CTAS CINTAS CORP COM3.6K sharesnew addition2026-06-302026-07-24

IDU ISHARES U.S. UTILITIES ETF5.2K shares0.00%2026-06-302026-07-24

PSX PHILLIPS 66 COM3.5K shares0.00%2026-06-302026-07-24

SPG SIMON PPTY GROUP INC NEW COM2.6K shares0.00%2026-06-302026-07-24

LOW LOWES COS INC COM2.6K shares0.08%2026-06-302026-07-24

Sponsored

SYY SYSCO CORP COM6.7K shares26.57%2026-06-302026-07-24

PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH11.7K shares0.86%2026-06-302026-07-24

CMI CUMMINS INC COM782 sharesnew addition2026-06-302026-07-24

DVY ISHARES SELECT DIVIDEND ETF3.6K shares0.00%2026-06-302026-07-24

SHEL ROYAL DUTCH SHELL PLC SPONS ADR A7.1K shares3.05%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC CL A9.2K shares-0.50%2026-06-302026-07-24

LIN LINDE PLC SHS1.0K shares0.00%2026-06-302026-07-24

KMB KIMBERLY CLARK CORP COM4.8K shares6.58%2026-06-302026-07-24

Sponsored

SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM28.1K shares-0.80%2026-06-302026-07-24

VNQ VANGUARD REIT ETF5.3K shares-0.47%2026-06-302026-07-24

ECL ECOLAB INC COM1.8K shares44.94%2026-06-302026-07-24

BMY BRISTOL MYERS SQUIBB CO COM8.2K shares0.00%2026-06-302026-07-24

HASI HA SUSTAINABLE INFRA CAP INC COM12.1K shares13.32%2026-06-302026-07-24

EMR EMERSON ELEC CO COM3.3K shares20.02%2026-06-302026-07-24

AXON TASER INTL INC COM813 shares21.89%2026-06-302026-07-24

PRU PRUDENTIAL FINANCIAL, INC.4.2K shares0.00%2026-06-302026-07-24

Sponsored

SNDK SANDISK CORP COM200 sharesnew addition2026-06-302026-07-24

BRT BRT APARTMENTS CORP COM29.5K shares1.72%2026-06-302026-07-24

APH AMPHENOL CORP CL A2.5K sharesnew addition2026-06-302026-07-24

QLD PROSHARES ULTRA QQQ4.6K shares0.00%2026-06-302026-07-24

PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF23.2K shares-36.78%2026-06-302026-07-24

MELI MERCADOLIBRE INC COM260 shares0.00%2026-06-302026-07-24

IJH ISHARES CORE S&P MID-CAP ETF5.7K shares0.00%2026-06-302026-07-24

CP CANADIAN PAC RY LTD COM4.9K shares0.00%2026-06-302026-07-24

Sponsored

KYN KAYNE ANDERSON MLP INVT CO COM30.4K shares5.16%2026-06-302026-07-24

SDY STATE STREET SPDR S&P DIVIDEND ETF2.8K shares0.00%2026-06-302026-07-24

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF1.1K shares5.41%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC COM2.3K shares2400.00%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC CL C946 sharesnew addition2026-06-302026-07-24

ALPHABET INC DEP SHS RP1/20 B ALPHABET INC DEP SHS RP1/20 B8.1K sharesnew addition2026-06-302026-07-24

IWO ISHARES RUSSELL 2000 GROWTH ETF1.0K sharesnew addition2026-06-302026-07-24

CSX CSX CORP COM8.4K sharesnew addition2026-06-302026-07-24

Sponsored

RFI COHEN & STEERS TOTAL RETURN FD COM35.1K shares0.00%2026-06-302026-07-24

BLK BLACKROCK INC COM409 shares39.12%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING INC COM1.7K sharesnew addition2026-06-302026-07-24

FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF21.6K shares0.00%2026-06-302026-07-24

DGX QUEST DIAGNOSTICS INC COM1.8K shares0.00%2026-06-302026-07-24

DHS WISDOMTREE U.S. HIGH DIVIDEND FUND3.3K shares0.00%2026-06-302026-07-24

IWV ISHARES RUSSELL 3000 ETF864 shares0.00%2026-06-302026-07-24

BP BP PLC SPONSORED ADR9.9K shares0.00%2026-06-302026-07-24

Sponsored

AMT AMERICAN TOWER CORP NEW COM2.2K shares1.59%2026-06-302026-07-24

LAMR LAMAR ADVERTISING CO NEW CL A2.3K shares0.00%2026-06-302026-07-24

VONG VANGUARD RUSSELL 1000 GROWTH ETF2.8K sharesnew addition2026-06-302026-07-24

SLV ISHARES SILVER TRUST6.6K shares-0.75%2026-06-302026-07-24

PNQI INVESCO NASDAQ INTERNET ETF7.7K shares0.00%2026-06-302026-07-24

PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY6.9K shares-0.74%2026-06-302026-07-24

TJX TJX COS INC NEW COM2.2K shares0.00%2026-06-302026-07-24

STRL STERLING INFRASTRUCTURE INC COM400 sharesnew addition2026-06-302026-07-24

Sponsored

IFN ABERDEEN INDIA FD INC COM28.5K shares-7.76%2026-06-302026-07-24

ATO ATMOS ENERGY CORP COM1.9K shares-1.28%2026-06-302026-07-24

NVS NOVARTIS A G SPONSORED ADR2.1K shares20.30%2026-06-302026-07-24

BBN BLACKROCK TAX MUNICPAL BD TR SHS20.1K shares-1.23%2026-06-302026-07-24

IJR ISHARES CORE S&P SMALL-CAP ETF2.2K shares0.00%2026-06-302026-07-24

SBUX STARBUCKS CORP COM3.1K sharesnew addition2026-06-302026-07-24

TMUS T-MOBILE US INC COM1.9K shares-36.78%2026-06-302026-07-24

VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF2.0K sharesnew addition2026-06-302026-07-24

Sponsored

ROK ROCKWELL AUTOMATION INC COM628 sharesnew addition2026-06-302026-07-24

CI CIGNA CORPORATION COM1.1K sharesnew addition2026-06-302026-07-24

IWM ISHARES RUSSELL 2000 ETF1.0K sharesnew addition2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC COM601 shares0.00%2026-06-302026-07-24

ELV ANTHEM INC COM776 shares0.00%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC COM872 sharesnew addition2026-06-302026-07-24

VOOV VANGUARD S&P 500 VALUE ETF1.3K sharesnew addition2026-06-302026-07-24

ED CONSOLIDATED EDISON INC COM2.7K sharesnew addition2026-06-302026-07-24

Sponsored

AMERIPRISE FINL INC COM AMERIPRISE FINL INC COM640 shares1.59%2026-06-302026-07-24

VLO VALERO ENERGY CORP COM1.1K shares-30.96%2026-06-302026-07-24

ALPHABET INC DEP SHS RP1/20 A ALPHABET INC DEP SHS RP1/20 A5.7K sharesnew addition2026-06-302026-07-24

ANET ARISTA NETWORKS INC COM SHS1.7K shares-3.24%2026-06-302026-07-24

EPR-PE EPR PPTYS CONV PFD 9 SR E8.9K shares0.00%2026-06-302026-07-24

TT INGERSOLL-RAND PLC SHS568 shares0.18%2026-06-302026-07-24

AGM FEDERAL AGRIC MTG CORP CL C1.4K shares0.00%2026-06-302026-07-24

ENB ENBRIDGE INC COM5.1K shares0.00%2026-06-302026-07-24

Sponsored

NVO NOVO-NORDISK A S ADR5.8K shares-25.80%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR571 sharesnew addition2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC COM NEW680 shares0.00%2026-06-302026-07-24

EFA ISHARES MSCI EAFE ETF2.6K shares0.00%2026-06-302026-07-24

SCHB SCHWAB U.S. BROAD MARKET ETF9.2K shares0.00%2026-06-302026-07-24

NLY ANNALY CAPITAL MANAGEMENT INC COM NEW11.8K shares0.15%2026-06-302026-07-24

PFE PFIZER INC COM10.6K shares-2.29%2026-06-302026-07-24

CLX CLOROX CO DEL COM2.6K shares29.05%2026-06-302026-07-24

Sponsored

RHP RYMAN HOSPITALITY PPTYS INC COM1.9K sharesnew addition2026-06-302026-07-24

PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY5.0K shares0.00%2026-06-302026-07-24

IVW ISHARES S&P 500 GROWTH ETF1.8K sharesnew addition2026-06-302026-07-24

IWN ISHARES RUSSELL 2000 VALUE ETF1.1K shares0.00%2026-06-302026-07-24

YUM YUM BRANDS INC COM1.5K shares0.00%2026-06-302026-07-24

PEG PUBLIC SVC ENTERPRISE GROUP COM2.8K shares0.00%2026-06-302026-07-24

CINF CINCINNATI FINL CORP COM1.2K sharesnew addition2026-06-302026-07-24

BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER4.8K shares0.00%2026-06-302026-07-24

Sponsored

ALL ALLSTATE CORP COM945 sharesnew addition2026-06-302026-07-24

BK BANK NEW YORK MELLON CORP COM1.5K sharesnew addition2026-06-302026-07-24

CNI CANADIAN NATL RY CO COM1.9K sharesnew addition2026-06-302026-07-24

EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF10.2K shares0.00%2026-06-302026-07-24

ADI ANALOG DEVICES INC COM557 sharesnew addition2026-06-302026-07-24

GD GENERAL DYNAMICS CORP COM624 shares0.00%2026-06-302026-07-24

IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND1.1K sharesnew addition2026-06-302026-07-24

EPR EPR PPTYS COM SH BEN INT3.7K sharesnew addition2026-06-302026-07-24

Sponsored

VTV VANGUARD VALUE INDEX FUND982 sharesnew addition2026-06-302026-07-24

SCHF SCHWAB INTERNATIONAL EQUITY ETF7.7K sharesnew addition2026-06-302026-07-24

BDX BECTON DICKINSON & CO COM1.4K shares0.00%2026-06-302026-07-24

NXRT NEXPOINT RESIDENTIAL TR INC COM7.5K sharesnew addition2026-06-302026-07-24

HSY HERSHEY CO COM1.2K sharesnew addition2026-06-302026-07-24

T AT&T INC COM10.0K shares0.00%2026-06-302026-07-24

NMAR INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH6.4K sharesnew addition2026-06-302026-07-24

ESS ESSEX PPTY TR INC COM698 sharesnew addition2026-06-302026-07-24

Sponsored

STT STATE STR CORP COM1.2K sharesnew addition2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC COM750 sharesnew addition2026-06-302026-07-24

RKT ROCKET COS INC COM CL A10.2K sharesnew addition2026-06-302026-07-24

CGEN COMPUGEN LTD ORD50.0K shares0.00%2026-06-302026-07-24

UWMC UWM HOLDINGS CORPORATION COM CL A42.3K shares3.68%2026-06-302026-07-24

MPW MEDICAL PPTYS TRUST INC COM15.1K shares0.00%2026-06-302026-07-24

AAPL

APPLE INC COM

9.73%

Shares147.8K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

13.12%

Shares409.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC CAP STK CL A

4.60%

Shares113.5K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP COM

1.81%

Shares108.7K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC COM

8.69%

Shares134.9K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC CAP STK CL C

6.13%

Shares86.6K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORP COM

5.18%

Shares131.5K

Event2026-06-30

Filed2026-07-24

QQQ

POWERSHARES QQQ TRUST, SERIES 1

1.06%

Shares35.4K

Event2026-06-30

Filed2026-07-24

XLK

TECHNOLOGY SELECT SECTOR SPDR FUND

0.60%

Shares103.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

7.66%

Shares76.8K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO COM

2.34%

Shares58.7K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC CL A

3.86%

Shares33.8K

Event2026-06-30

Filed2026-07-24

SPDR S&P 500 TRUST

2.55%

Shares22.0K

Event2026-06-30

Filed2026-07-24

LLY

LILLY ELI & CO COM

26.09%

Shares10.7K

Event2026-06-30

Filed2026-07-24

BAC

BANK AMER CORP COM

1.41%

Shares201.1K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC COM

7.11%

Shares27.6K

Event2026-06-30

Filed2026-07-24

WMT

WAL-MART STORES INC COM

3.71%

Shares87.1K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC DEL COM

-0.79%

Shares9.2K

Event2026-06-30

Filed2026-07-24

DOMINION RES INC VA NEW COM

0.16%

Shares142.4K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP COM

23.06%

Shares33.2K

Event2026-06-30

Filed2026-07-24

COSTCO WHSL CORP NEW COM

9.12%

Shares8.7K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC COM

-0.01%

Shares11.3K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORP NEW COM

-5.11%

Shares47.8K

Event2026-06-30

Filed2026-07-24

VISA INC COM CL A

19.83%

Shares22.3K

Event2026-06-30

Filed2026-07-24

APOLLO GLOBAL MGMT INC COM

0.00%

Shares62.9K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO COM

0.16%

Shares73.2K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS COM

6.57%

Shares24.5K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC COM

18.56%

Shares6.0K

Event2026-06-30

Filed2026-07-24

BROADCOM INC COM

12.07%

Shares17.6K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL COM

-0.30%

Shares28.7K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

699.27%

Shares52.4K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW COM NEW

1.32%

Shares49.2K

Event2026-06-30

Filed2026-07-24

EVERSOURCE ENERGY COM

3.35%

Shares85.7K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC COM

29.21%

Shares63.8K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA MTRS INC COM

6.69%

Shares12.4K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABS COM

11.53%

Shares55.6K

Event2026-06-30

Filed2026-07-24

ABBVIE INC COM

18.02%

Shares19.2K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC COM

5.14%

Shares8.2K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.69%

Shares9.5K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP COM

New

Shares32.6K

Event2026-06-30

Filed2026-07-24

ORACLE CORP COM

6.90%

Shares30.1K

Event2026-06-30

Filed2026-07-24

RAYTHEON TECHNOLOGIES CORP COM

11.39%

Shares22.9K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO NEW COM

4.86%

Shares51.9K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC COM

9.74%

Shares11.7K

Event2026-06-30

Filed2026-07-24

DIA

SPDR DOW JONES INDUSTRIAL AVERAGE ETF

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL COM

3.84%

Shares125.7K

Event2026-06-30

Filed2026-07-24

ISHARES CORE S&P 500 ETF

1.33%

Shares5.3K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP COM

9.36%

Shares14.0K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE COMPANY

3.12%

Shares24.3K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC COM

-0.47%

Shares7.4K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR INC COM

0.00%

Shares22.3K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC COM

6.78%

Shares21.0K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD SHARES

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

VICI

VICI PPTYS INC COM

-0.56%

Shares101.6K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC COM

70.12%

Shares2.2K

Event2026-06-30

Filed2026-07-24

NNN

NATIONAL RETAIL PPTYS INC COM

0.09%

Shares55.1K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP COM

-3.47%

Shares18.0K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES SEMICONDUCTOR ETF

0.99%

Shares3.9K

Event2026-06-30

Filed2026-07-24

GENERAL ELECTRIC CO COM

19.40%

Shares6.3K

Event2026-06-30

Filed2026-07-24

COCA COLA CO COM

17.74%

Shares28.4K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC COM

0.05%

Shares18.9K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP DEL COM NEW

-0.71%

Shares34.0K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP COM NEW

65.12%

Shares4.7K

Event2026-06-30

Filed2026-07-24

XLF

FINANCIAL SELECT SECTOR SPDR FUND

-1.31%

Shares37.7K

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP COM

5.33%

Shares32.6K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L P COM

0.00%

Shares53.1K

Event2026-06-30

Filed2026-07-24

NWE

NORTHWESTERN ENERGY GROUP INC COM NEW

0.40%

Shares26.6K

Event2026-06-30

Filed2026-07-24

WELL

WELLTOWER INC COM

0.02%

Shares8.3K

Event2026-06-30

Filed2026-07-24

PNW

PINNACLE WEST CAP CORP COM

1.87%

Shares17.7K

Event2026-06-30

Filed2026-07-24

MASTERCARD INC CL A

50.78%

Shares3.6K

Event2026-06-30

Filed2026-07-24

EVRG

EVERGY INC COM

-0.47%

Shares21.1K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC COM

-0.49%

Shares10.0K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC COM

39.01%

Shares7.0K

Event2026-06-30

Filed2026-07-24

SMH

VANECK SEMICONDUCTOR ETF

-2.67%

Shares2.6K

Event2026-06-30

Filed2026-07-24

WSM

WILLIAMS SONOMA INC COM

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-24

NETFLIX INC COM

30.97%

Shares23.5K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES RUSSELL 1000 GROWTH ETF

300.00%

Shares13.2K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC COM NEW

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-24

DEERE & CO COM

9.79%

Shares2.3K

Event2026-06-30

Filed2026-07-24

QQQX

NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS

-1.07%

Shares46.0K

Event2026-06-30

Filed2026-07-24

PLD

PROLOGIS INC COM

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC COM

1.38%

Shares7.3K

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD S&P 500 GROWTH ETF

New

Shares16.3K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHERN CORP COM

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO COM DISNEY

4.92%

Shares13.9K

Event2026-06-30

Filed2026-07-24

BAC-PL

BANK AMERICA CORP 7.25CNV PFD L

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC COM

43.05%

Shares1.2K

Event2026-06-30

Filed2026-07-24

WFC-PL

WELLS FARGO & CO PERP PFD CNV A

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

STAG

STAG INDL INC COM

3.30%

Shares31.3K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES U.S. TECHNOLOGY ETF

1.73%

Shares4.7K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC COM

12.53%

Shares9.1K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC.

-0.37%

Shares26.8K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC CL A

38.29%

Shares9.4K

Event2026-06-30

Filed2026-07-24

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-24

EGP

EASTGROUP PPTY INC COM

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

CARR

CARRIER GLOBAL CORPORATION COM

-25.31%

Shares13.5K

Event2026-06-30

Filed2026-07-24

NISOURCE INC COM

0.04%

Shares20.8K

Event2026-06-30

Filed2026-07-24

HACK

AMPLIFY CYBERSECURITY ETF

1.23%

Shares9.1K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO COM

148.72%

Shares2.8K

Event2026-06-30

Filed2026-07-24

GWW

WW GRAINGER INC COM

New

Shares694

Event2026-06-30

Filed2026-07-24

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

33.10%

Shares4.4K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD S&P 500 ETF

131.96%

Shares1.4K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC COM

New

Shares4.0K

Event2026-06-30

Filed2026-07-24

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD GROWTH INDEX FUND

915.77%

Shares10.4K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC COM

New

Shares4.0K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC SHS

27.78%

Shares2.1K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP COM NEW

1452.97%

Shares2.9K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES S&P 100 ETF

-8.71%

Shares2.4K

Event2026-06-30

Filed2026-07-24

DLR

DIGITAL RLTY TR INC COM

1.09%

Shares4.7K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC COM

-6.91%

Shares2.7K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV N Y REGISTRY SHS

New

Shares394

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP COM

58.35%

Shares1.5K

Event2026-06-30

Filed2026-07-24

AWK

AMERICAN WTR WKS CO INC NEW COM

25.80%

Shares5.8K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

WTRG

ESSENTIAL UTILS INC COM

0.00%

Shares19.3K

Event2026-06-30

Filed2026-07-24

AHR

AMERICAN HEALTHCARE REIT INC COM SHS

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-24

OUT

OUTFRONT MEDIA INC COM

-4.37%

Shares21.9K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC COM

0.14%

Shares9.9K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO COM

29.13%

Shares7.6K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES RUSSELL 1000 VALUE ETF

8.26%

Shares2.8K

Event2026-06-30

Filed2026-07-24

NHI

NATIONAL HEALTH INVS INC COM

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-24

ADC

AGREE RLTY CORP COM

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-24

AMSC

AMERICAN SUPERCONDUCTOR CORP SHS NEW

New

Shares16.1K

Event2026-06-30

Filed2026-07-24

GLPI

GAMING & LEISURE PPTYS INC COM

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-24

MAA

MID-AMER APT CMNTYS INC COM

14.55%

Shares4.7K

Event2026-06-30

Filed2026-07-24

EQIX

EQUINIX INC COM

9.01%

Shares629

Event2026-06-30

Filed2026-07-24

CORTEVA INC COM

0.03%

Shares7.7K

Event2026-06-30

Filed2026-07-24

ARM

ARM HOLDINGS PLC SPONSORED ADS

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

BLOOM ENERGY CORP COM CL A

2.22%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CTAS

CINTAS CORP COM

New

Shares3.6K

Event2026-06-30

Filed2026-07-24

IDU

ISHARES U.S. UTILITIES ETF

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66 COM

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

SPG

SIMON PPTY GROUP INC NEW COM

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC COM

0.08%

Shares2.6K

Event2026-06-30

Filed2026-07-24

SYY

SYSCO CORP COM

26.57%

Shares6.7K

Event2026-06-30

Filed2026-07-24

PMAR

INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH

0.86%

Shares11.7K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC COM

New

Shares782

Event2026-06-30

Filed2026-07-24

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

SHEL

ROYAL DUTCH SHELL PLC SPONS ADR A

3.05%

Shares7.1K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC CL A

-0.50%

Shares9.2K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC SHS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY CLARK CORP COM

6.58%

Shares4.8K

Event2026-06-30

Filed2026-07-24

SPXX

NUVEEN S&P 500 DYNAMIC OVERWRI COM

-0.80%

Shares28.1K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD REIT ETF

-0.47%

Shares5.3K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC COM

44.94%

Shares1.8K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL MYERS SQUIBB CO COM

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-24

HASI

HA SUSTAINABLE INFRA CAP INC COM

13.32%

Shares12.1K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO COM

20.02%

Shares3.3K

Event2026-06-30

Filed2026-07-24

AXON

TASER INTL INC COM

21.89%

Shares813

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINANCIAL, INC.

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP COM

New

Shares200

Event2026-06-30

Filed2026-07-24

BRT

BRT APARTMENTS CORP COM

1.72%

Shares29.5K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP CL A

New

Shares2.5K

Event2026-06-30

Filed2026-07-24

QLD

PROSHARES ULTRA QQQ

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

PREF

PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF

-36.78%

Shares23.2K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC COM

0.00%

Shares260

Event2026-06-30

Filed2026-07-24

IJH

ISHARES CORE S&P MID-CAP ETF

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

CANADIAN PAC RY LTD COM

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

KYN

KAYNE ANDERSON MLP INVT CO COM

5.16%

Shares30.4K

Event2026-06-30

Filed2026-07-24

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

VANGUARD TOTAL STOCK MARKET ETF

5.41%

Shares1.1K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC COM

2400.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC CL C

New

Shares946

Event2026-06-30

Filed2026-07-24

ALPHABET INC DEP SHS RP1/20 B

New

Shares8.1K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES RUSSELL 2000 GROWTH ETF

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP COM

New

Shares8.4K

Event2026-06-30

Filed2026-07-24

RFI

COHEN & STEERS TOTAL RETURN FD COM

0.00%

Shares35.1K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC COM

39.12%

Shares409

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING INC COM

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

FPE

FIRST TRUST PREFERRED SECURITIES & INCOME ETF

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-24

DGX

QUEST DIAGNOSTICS INC COM

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

DHS

WISDOMTREE U.S. HIGH DIVIDEND FUND

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares864

Event2026-06-30

Filed2026-07-24

BP PLC SPONSORED ADR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP NEW COM

1.59%

Shares2.2K

Event2026-06-30

Filed2026-07-24

LAMR

LAMAR ADVERTISING CO NEW CL A

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

New

Shares2.8K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TRUST

-0.75%

Shares6.6K

Event2026-06-30

Filed2026-07-24

PNQI

INVESCO NASDAQ INTERNET ETF

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-24

PJAN

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

-0.74%

Shares6.9K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW COM

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

STRL

STERLING INFRASTRUCTURE INC COM

New

Shares400

Event2026-06-30

Filed2026-07-24

IFN

ABERDEEN INDIA FD INC COM

-7.76%

Shares28.5K

Event2026-06-30

Filed2026-07-24

ATO

ATMOS ENERGY CORP COM

-1.28%

Shares1.9K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS A G SPONSORED ADR

20.30%

Shares2.1K

Event2026-06-30

Filed2026-07-24

BBN

BLACKROCK TAX MUNICPAL BD TR SHS

-1.23%

Shares20.1K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES CORE S&P SMALL-CAP ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP COM

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC COM

-36.78%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VIOG

VANGUARD S&P SMALL-CAP 600 GROWTH ETF

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC COM

New

Shares628

Event2026-06-30

Filed2026-07-24

CIGNA CORPORATION COM

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES RUSSELL 2000 ETF

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC COM

0.00%

Shares601

Event2026-06-30

Filed2026-07-24

ELV

ANTHEM INC COM

0.00%

Shares776

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC COM

New

Shares872

Event2026-06-30

Filed2026-07-24

VOOV

VANGUARD S&P 500 VALUE ETF

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

CONSOLIDATED EDISON INC COM

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

AMERIPRISE FINL INC COM

1.59%

Shares640

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP COM

-30.96%

Shares1.1K

Event2026-06-30

Filed2026-07-24

ALPHABET INC DEP SHS RP1/20 A

New

Shares5.7K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC COM SHS

-3.24%

Shares1.7K

Event2026-06-30

Filed2026-07-24

EPR-PE

EPR PPTYS CONV PFD 9 SR E

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-24

INGERSOLL-RAND PLC SHS

0.18%

Shares568

Event2026-06-30

Filed2026-07-24

AGM

FEDERAL AGRIC MTG CORP CL C

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC COM

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

NVO

NOVO-NORDISK A S ADR

-25.80%

Shares5.8K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR

New

Shares571

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC COM NEW

0.00%

Shares680

Event2026-06-30

Filed2026-07-24

EFA

ISHARES MSCI EAFE ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB U.S. BROAD MARKET ETF

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-24

NLY

ANNALY CAPITAL MANAGEMENT INC COM NEW

0.15%

Shares11.8K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC COM

-2.29%

Shares10.6K

Event2026-06-30

Filed2026-07-24

CLX

CLOROX CO DEL COM

29.05%

Shares2.6K

Event2026-06-30

Filed2026-07-24

RHP

RYMAN HOSPITALITY PPTYS INC COM

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

PJUL

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES S&P 500 GROWTH ETF

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC COM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP COM

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

CINF

CINCINNATI FINL CORP COM

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

BNOV

INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP COM

New

Shares945

Event2026-06-30

Filed2026-07-24

BANK NEW YORK MELLON CORP COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

CNI

CANADIAN NATL RY CO COM

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

EIPI

FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC COM

New

Shares557

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP COM

0.00%

Shares624

Event2026-06-30

Filed2026-07-24

IBB

ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

EPR

EPR PPTYS COM SH BEN INT

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD VALUE INDEX FUND

New

Shares982

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

New

Shares7.7K

Event2026-06-30

Filed2026-07-24

BDX

BECTON DICKINSON & CO COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

NXRT

NEXPOINT RESIDENTIAL TR INC COM

New

Shares7.5K

Event2026-06-30

Filed2026-07-24

HSY

HERSHEY CO COM

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

AT&T INC COM

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

NMAR

INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH

New

Shares6.4K

Event2026-06-30

Filed2026-07-24

ESS

ESSEX PPTY TR INC COM

New

Shares698

Event2026-06-30

Filed2026-07-24

STT

STATE STR CORP COM

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC COM

New

Shares750

Event2026-06-30

Filed2026-07-24

RKT

ROCKET COS INC COM CL A

New

Shares10.2K

Event2026-06-30

Filed2026-07-24

CGEN

COMPUGEN LTD ORD

0.00%

Shares50.0K

Event2026-06-30

Filed2026-07-24

UWMC

UWM HOLDINGS CORPORATION COM CL A

3.68%

Shares42.3K

Event2026-06-30

Filed2026-07-24

MPW

MEDICAL PPTYS TRUST INC COM

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available