The Analysis of SeaCrest Wealth Management, LLC's Holdings & P&L


Currently, SeaCrest Wealth Management, LLC holds 550 types of securities in its portfolio with a total value $903.4M. In the most recent quarter, they have increased their positions in VGT (+59.0K shares, valued at $7.0M), KLAC (+15.7K shares, valued at $4.7M), IWF (+19.4K shares, valued at $2.4M); decreased their positions in SCHG (-339.5K shares, valued at $11.5M), LRCX (-16.4K shares, valued at $7.1M), AAPL (-18.7K shares, valued at $5.4M); initiated new positions in N/A (+104.7K shares, valued at $2.4M), SNDK (+991 shares, valued at $2.3M), VXX (+69.8K shares, valued at $1.5M).


1M P&L
+1.7M+0.25%
3M P&L
-10.3M-1.50%
HY P&L
-20.9M-3.01%

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/A279.3M
35.9%
2Internet Content & Information99.2M
12.7%
3Consumer Electronics79.7M
10.2%

Top Industries by Stock Count

1N/A257 stocks
53.1%
2Semiconductors17 stocks
3.5%
3Banks - Regional15 stocks
3.1%
Stock Holdings
AAPL
APPLE INC
-6.36%
Shares275.3K
Event2026-06-30
Filed2026-07-09
GOOGL
ALPHABET INC
-2.70%
Shares169.8K
Event2026-06-30
Filed2026-07-09
GOOG
ALPHABET INC
-7.52%
Shares108.2K
Event2026-06-30
Filed2026-07-09
NVDA
NVIDIA CORPORATION
-5.30%
Shares179.5K
Event2026-06-30
Filed2026-07-09
BROADCOM INC
BROADCOM INC
-11.87%
Shares49.2K
Event2026-06-30
Filed2026-07-09
AMZN
AMAZON COM INC
-13.13%
Shares71.9K
Event2026-06-30
Filed2026-07-09
QQQ
INVESCO QQQ TR
-15.63%
Shares22.9K
Event2026-06-30
Filed2026-07-09
MSFT
MICROSOFT CORP
-14.94%
Shares44.8K
Event2026-06-30
Filed2026-07-09
LLY
ELI LILLY & CO
-1.70%
Shares13.6K
Event2026-06-30
Filed2026-07-09
VOO
VANGUARD INDEX FDS
-11.60%
Shares14.8K
Event2026-06-30
Filed2026-07-09
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-10.63%
Shares13.2K
Event2026-06-30
Filed2026-07-09
META PLATFORMS INC
META PLATFORMS INC
-15.13%
Shares17.5K
Event2026-06-30
Filed2026-07-09
BRK.B
BERKSHIRE HATHAWAY INC DEL
-17.97%
Shares19.1K
Event2026-06-30
Filed2026-07-09
VGT
VANGUARD WORLD FD
700.50%
Shares67.4K
Event2026-06-30
Filed2026-07-09
FDN
FIRST TR EXCHANGE-TRADED FD
-3.90%
Shares30.3K
Event2026-06-30
Filed2026-07-09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-17.15%
Shares15.9K
Event2026-06-30
Filed2026-07-09
TSLA
TESLA INC
14.87%
Shares17.9K
Event2026-06-30
Filed2026-07-09
MU
MICRON TECHNOLOGY INC
-31.26%
Shares6.5K
Event2026-06-30
Filed2026-07-09
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-15.79%
Shares7.7K
Event2026-06-30
Filed2026-07-09
VISA INC
VISA INC
-18.03%
Shares20.8K
Event2026-06-30
Filed2026-07-09
SMH
VANECK ETF TRUST
27.87%
Shares10.2K
Event2026-06-30
Filed2026-07-09
SCHG
SCHWAB STRATEGIC TR
-63.19%
Shares197.8K
Event2026-06-30
Filed2026-07-09
JEPI
J P MORGAN EXCHANGE TRADED F
-16.49%
Shares114.7K
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.79%
Shares17.3K
Event2026-06-30
Filed2026-07-09
CAT
CATERPILLAR INC
-22.96%
Shares5.8K
Event2026-06-30
Filed2026-07-09
SCHB
SCHWAB STRATEGIC TR
2.59%
Shares207.5K
Event2026-06-30
Filed2026-07-09
PVAL
PUTNAM ETF TRUST
7.74%
Shares117.1K
Event2026-06-30
Filed2026-07-09
GLD
SPDR GOLD TR
-12.55%
Shares16.2K
Event2026-06-30
Filed2026-07-09
AMD
ADVANCED MICRO DEVICES INC
-8.74%
Shares9.2K
Event2026-06-30
Filed2026-07-09
KLAC
KLA CORP
856.38%
Shares17.5K
Event2026-06-30
Filed2026-07-09
GEV
GE VERNOVA INC
-36.05%
Shares4.4K
Event2026-06-30
Filed2026-07-09
JNJ
JOHNSON & JOHNSON
-12.09%
Shares20.1K
Event2026-06-30
Filed2026-07-09
AMGN
AMGEN INC
-5.30%
Shares13.7K
Event2026-06-30
Filed2026-07-09
SCHV
SCHWAB STRATEGIC TR
-1.51%
Shares142.1K
Event2026-06-30
Filed2026-07-09
APPLIED MATLS INC
APPLIED MATLS INC
10.76%
Shares6.8K
Event2026-06-30
Filed2026-07-09
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-29.58%
Shares14.6K
Event2026-06-30
Filed2026-07-09
XLK
SELECT SECTOR SPDR TR
-0.75%
Shares23.7K
Event2026-06-30
Filed2026-07-09
SCHF
SCHWAB STRATEGIC TR
5.57%
Shares156.0K
Event2026-06-30
Filed2026-07-09
GLW
CORNING INC
10.38%
Shares16.8K
Event2026-06-30
Filed2026-07-09
CVX
CHEVRON CORPORATION
-12.97%
Shares24.3K
Event2026-06-30
Filed2026-07-09
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
-7.41%
Shares64.5K
Event2026-06-30
Filed2026-07-09
SCHD
SCHWAB STRATEGIC TR
-4.34%
Shares120.9K
Event2026-06-30
Filed2026-07-09
PSLV
SPROTT ASSET MANAGEMENT LP
-7.23%
Shares201.8K
Event2026-06-30
Filed2026-07-09
EXXON MOBIL CORP
EXXON MOBIL CORP
-9.86%
Shares27.8K
Event2026-06-30
Filed2026-07-09
INTC
INTEL CORP
-16.67%
Shares25.8K
Event2026-06-30
Filed2026-07-09
TRFM
ETF SER SOLUTIONS
-11.37%
Shares56.7K
Event2026-06-30
Filed2026-07-09
VIG
VANGUARD SPECIALIZED FUNDS
-15.97%
Shares14.8K
Event2026-06-30
Filed2026-07-09
IWF
ISHARES TR
261.46%
Shares26.9K
Event2026-06-30
Filed2026-07-09
DOCN
DIGITALOCEAN HLDGS INC
-9.05%
Shares21.1K
Event2026-06-30
Filed2026-07-09
WDC
WESTERN DIGITAL CORP
21.12%
Shares5.1K
Event2026-06-30
Filed2026-07-09
SCHA
SCHWAB STRATEGIC TR
-0.67%
Shares88.8K
Event2026-06-30
Filed2026-07-09
SCHM
SCHWAB STRATEGIC TR
-0.53%
Shares82.5K
Event2026-06-30
Filed2026-07-09
MRVL
MARVELL TECHNOLOGY INC
4.18%
Shares10.1K
Event2026-06-30
Filed2026-07-09
AAOI
APPLIED OPTOELECTRONICS INC
-8.92%
Shares20.2K
Event2026-06-30
Filed2026-07-09
DBEF
DBX ETF TR
2.83%
Shares54.4K
Event2026-06-30
Filed2026-07-09
HD
HOME DEPOT INC
-31.92%
Shares8.1K
Event2026-06-30
Filed2026-07-09
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
28.23%
Shares2.9K
Event2026-06-30
Filed2026-07-09
IYW
ISHARES TR
0.49%
Shares11.2K
Event2026-06-30
Filed2026-07-09
MRK
MERCK & CO INC
-37.80%
Shares21.5K
Event2026-06-30
Filed2026-07-09
CIBR
FIRST TR EXCHANGE-TRADED FD
13.76%
Shares30.6K
Event2026-06-30
Filed2026-07-09
VLO
VALERO ENERGY CORP
-15.00%
Shares10.3K
Event2026-06-30
Filed2026-07-09
PM
PHILIP MORRIS INTL INC
-3.53%
Shares14.7K
Event2026-06-30
Filed2026-07-09
VTV
VANGUARD INDEX FDS
-22.91%
Shares12.2K
Event2026-06-30
Filed2026-07-09
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-19.13%
Shares11.8K
Event2026-06-30
Filed2026-07-09
UBER
UBER TECHNOLOGIES INC
-11.81%
Shares36.4K
Event2026-06-30
Filed2026-07-09
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
10.74%
Shares57.6K
Event2026-06-30
Filed2026-07-09
ASML
ASML HLDG NV
-9.98%
Shares1.3K
Event2026-06-30
Filed2026-07-09
TXN
TEXAS INSTRS INC
-8.98%
Shares8.0K
Event2026-06-30
Filed2026-07-09
SCHZ
SCHWAB STRATEGIC TR
60.07%
Shares102.5K
Event2026-06-30
Filed2026-07-09
XAR
SPDR SERIES TRUST
-31.47%
Shares8.3K
Event2026-06-30
Filed2026-07-09
REX ETF TR
REX ETF TR
New
Shares104.7K
Event2026-06-30
Filed2026-07-09
IBM
INTERNATIONAL BUSINESS MACHS
-7.71%
Shares8.4K
Event2026-06-30
Filed2026-07-09
NLY
ANNALY CAPITAL MANAGEMENT IN
6.70%
Shares103.7K
Event2026-06-30
Filed2026-07-09
NETFLIX INC.
NETFLIX INC.
-29.68%
Shares32.4K
Event2026-06-30
Filed2026-07-09
SNDK
SANDISK CORP
New
Shares991
Event2026-06-30
Filed2026-07-09
XMMO
INVESCO EXCHANGE TRADED FD T
19.76%
Shares13.1K
Event2026-06-30
Filed2026-07-09
DGRW
WISDOMTREE TR
-58.22%
Shares23.3K
Event2026-06-30
Filed2026-07-09
PANW
PALO ALTO NETWORKS INC
-19.86%
Shares6.5K
Event2026-06-30
Filed2026-07-09
ABBVIE INC
ABBVIE INC
-33.55%
Shares8.8K
Event2026-06-30
Filed2026-07-09
SNOWFLAKE INC
SNOWFLAKE INC
-5.40%
Shares8.7K
Event2026-06-30
Filed2026-07-09
TFC
TRUIST FINL CORP
3.37%
Shares43.8K
Event2026-06-30
Filed2026-07-09
AGNC INVT CORP
AGNC INVT CORP
20.12%
Shares193.7K
Event2026-06-30
Filed2026-07-09
PEP
PEPSICO INC
-35.20%
Shares15.3K
Event2026-06-30
Filed2026-07-09
PHO
INVESCO EXCHANGE TRADED FD T
81.06%
Shares29.9K
Event2026-06-30
Filed2026-07-09
CISCO SYS INC
CISCO SYS INC
-9.05%
Shares17.5K
Event2026-06-30
Filed2026-07-09
MINT
PIMCO ETF TR
49.21%
Shares20.3K
Event2026-06-30
Filed2026-07-09
PFE
PFIZER INC
16.64%
Shares84.1K
Event2026-06-30
Filed2026-07-09
RSPT
INVESCO EXCHANGE TRADED FD T
2.98%
Shares30.9K
Event2026-06-30
Filed2026-07-09
SCHP
SCHWAB STRATEGIC TR
5.30%
Shares73.0K
Event2026-06-30
Filed2026-07-09
FNDB
SCHWAB STRATEGIC TR
3.34%
Shares61.1K
Event2026-06-30
Filed2026-07-09
FTEC
FIDELITY COVINGTON TRUST
0.25%
Shares6.5K
Event2026-06-30
Filed2026-07-09
WBS
WEBSTER FINL CORP
0.00%
Shares23.9K
Event2026-06-30
Filed2026-07-09
LAD
LITHIA MTRS INC
0.00%
Shares6.3K
Event2026-06-30
Filed2026-07-09
GD
GENERAL DYNAMICS CORP
-0.35%
Shares5.1K
Event2026-06-30
Filed2026-07-09
VV
VANGUARD INDEX FDS
0.02%
Shares5.2K
Event2026-06-30
Filed2026-07-09
SKYY
FIRST TR EXCHANGE-TRADED FD
11.99%
Shares13.1K
Event2026-06-30
Filed2026-07-09
SCHX
SCHWAB STRATEGIC TR
-0.58%
Shares59.6K
Event2026-06-30
Filed2026-07-09
ETN
EATON CORP PLC
-2.29%
Shares4.1K
Event2026-06-30
Filed2026-07-09
WMT
WALMART INC
-41.43%
Shares15.3K
Event2026-06-30
Filed2026-07-09
SITM
SITIME CORP
-18.60%
Shares2.3K
Event2026-06-30
Filed2026-07-09
QCOM
QUALCOMM INC
-9.84%
Shares9.3K
Event2026-06-30
Filed2026-07-09
PG
PROCTER & GAMBLE CO
-22.31%
Shares11.6K
Event2026-06-30
Filed2026-07-09
EVTR
MORGAN STANLEY ETF TRUST
19.15%
Shares33.0K
Event2026-06-30
Filed2026-07-09
LAZARD ACTIVE ETF TR
LAZARD ACTIVE ETF TR
-15.05%
Shares35.0K
Event2026-06-30
Filed2026-07-09
QUANTA SVCS INC
QUANTA SVCS INC
-0.13%
Shares2.2K
Event2026-06-30
Filed2026-07-09
BAC
BANK OF AMER CORP
14.90%
Shares28.2K
Event2026-06-30
Filed2026-07-09
LEU
CENTRUS ENERGY CORP
3.40%
Shares9.5K
Event2026-06-30
Filed2026-07-09
KO
COCA COLA CO
-39.22%
Shares19.4K
Event2026-06-30
Filed2026-07-09
VXX
BARCLAYS BANK PLC
New
Shares69.8K
Event2026-06-30
Filed2026-07-09
ISHARES TR
ISHARES TR
-48.99%
Shares2.0K
Event2026-06-30
Filed2026-07-09
SCHE
SCHWAB STRATEGIC TR
19.04%
Shares42.0K
Event2026-06-30
Filed2026-07-09
SOXX
ISHARES TR
49.24%
Shares2.4K
Event2026-06-30
Filed2026-07-09
PHYS
SPROTT ASSET MANAGEMENT LP
24.87%
Shares49.7K
Event2026-06-30
Filed2026-07-09
SHEL
SHELL PLC
-18.07%
Shares19.2K
Event2026-06-30
Filed2026-07-09
XLF
SELECT SECTOR SPDR TR
1.17%
Shares27.5K
Event2026-06-30
Filed2026-07-09
VEA
VANGUARD TAX-MANAGED FDS
-50.22%
Shares20.5K
Event2026-06-30
Filed2026-07-09
URI
UNITED RENTALS INC
-2.36%
Shares1.3K
Event2026-06-30
Filed2026-07-09
IDA
IDACORP INC
-9.01%
Shares9.6K
Event2026-06-30
Filed2026-07-09
QUAL
ISHARES TR
-4.19%
Shares6.6K
Event2026-06-30
Filed2026-07-09
PH
PARKER-HANNIFIN CORP
-23.09%
Shares1.5K
Event2026-06-30
Filed2026-07-09
SCHH
SCHWAB STRATEGIC TR
-1.19%
Shares60.1K
Event2026-06-30
Filed2026-07-09
VUG
VANGUARD INDEX FDS
328.78%
Shares16.4K
Event2026-06-30
Filed2026-07-09
NOBL
PROSHARES TR
93.20%
Shares25.2K
Event2026-06-30
Filed2026-07-09
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-54.90%
Shares12.1K
Event2026-06-30
Filed2026-07-09
ANET
ARISTA NETWORKS INC
-43.06%
Shares8.3K
Event2026-06-30
Filed2026-07-09
PYLD
PIMCO ETF TR
94.81%
Shares51.9K
Event2026-06-30
Filed2026-07-09
MCK
MCKESSON CORP
-21.16%
Shares1.8K
Event2026-06-30
Filed2026-07-09
CFG
CITIZENS FINL GROUP INC
0.21%
Shares19.3K
Event2026-06-30
Filed2026-07-09
FEGE
RBB FUND TRUST
20.34%
Shares27.6K
Event2026-06-30
Filed2026-07-09
CHAT
TIDAL TRUST II
-3.32%
Shares13.7K
Event2026-06-30
Filed2026-07-09
LRCX
LAM RESEARCH CORP
-84.31%
Shares3.1K
Event2026-06-30
Filed2026-07-09
VZ
VERIZON COMMUNICATIONS INC
2.88%
Shares31.1K
Event2026-06-30
Filed2026-07-09
XLI
SELECT SECTOR SPDR TR
-1.71%
Shares7.1K
Event2026-06-30
Filed2026-07-09
C
CITIGROUP INC
-37.37%
Shares9.2K
Event2026-06-30
Filed2026-07-09
SCHO
SCHWAB STRATEGIC TR
205.34%
Shares52.6K
Event2026-06-30
Filed2026-07-09
FTCA
PUTNAM ETF TRUST
0.12%
Shares169.9K
Event2026-06-30
Filed2026-07-09
MO
ALTRIA GROUP INC
-8.03%
Shares17.4K
Event2026-06-30
Filed2026-07-09
MUNI
PIMCO ETF TR
0.40%
Shares23.7K
Event2026-06-30
Filed2026-07-09
DX
DYNEX CAP INC
24.32%
Shares92.7K
Event2026-06-30
Filed2026-07-09
SCHC
SCHWAB STRATEGIC TR
0.04%
Shares24.9K
Event2026-06-30
Filed2026-07-09
SERVICENOW INC
SERVICENOW INC
-10.16%
Shares12.1K
Event2026-06-30
Filed2026-07-09
RTX CORPORATION
RTX CORPORATION
-27.90%
Shares6.2K
Event2026-06-30
Filed2026-07-09
GWW
WW GRAINGER INC
0.47%
Shares860
Event2026-06-30
Filed2026-07-09
EQWL
INVESCO EXCHANGE TRADED FD T
4.12%
Shares9.0K
Event2026-06-30
Filed2026-07-09
SLV
ISHARES SILVER TR
19.54%
Shares21.6K
Event2026-06-30
Filed2026-07-09
RSG
REPUBLIC SVCS INC
0.02%
Shares5.3K
Event2026-06-30
Filed2026-07-09
T
AT&T INC
0.75%
Shares54.5K
Event2026-06-30
Filed2026-07-09
VNQ
VANGUARD INDEX FDS
-3.10%
Shares11.7K
Event2026-06-30
Filed2026-07-09
DXJ
WISDOMTREE TR
4.46%
Shares6.5K
Event2026-06-30
Filed2026-07-09
IVW
ISHARES TR
-6.35%
Shares8.1K
Event2026-06-30
Filed2026-07-09
SPSB
SPDR SERIES TRUST
0.00%
Shares37.2K
Event2026-06-30
Filed2026-07-09
EVX
VANECK ETF TRUST
0.00%
Shares27.0K
Event2026-06-30
Filed2026-07-09
IEF
ISHARES TR
-0.49%
Shares11.7K
Event2026-06-30
Filed2026-07-09
IUSG
ISHARES TR
26.00%
Shares5.9K
Event2026-06-30
Filed2026-07-09
TLT
ISHARES TR
17.53%
Shares12.7K
Event2026-06-30
Filed2026-07-09
GM
GENERAL MTRS CO
265.00%
Shares14.0K
Event2026-06-30
Filed2026-07-09
CRM
SALESFORCE INC
-21.00%
Shares6.9K
Event2026-06-30
Filed2026-07-09
VB
VANGUARD INDEX FDS
-56.91%
Shares3.5K
Event2026-06-30
Filed2026-07-09
LQD
ISHARES TR
-6.00%
Shares9.8K
Event2026-06-30
Filed2026-07-09
PNQI
INVESCO EXCHANGE TRADED FD T
0.88%
Shares23.3K
Event2026-06-30
Filed2026-07-09
IXUS
ISHARES TR
New
Shares11.0K
Event2026-06-30
Filed2026-07-09
FMAT
FIDELITY COVINGTON TRUST
7.58%
Shares17.7K
Event2026-06-30
Filed2026-07-09
GE
GE AEROSPACE
-41.85%
Shares2.7K
Event2026-06-30
Filed2026-07-09
EBC
EASTERN BANKSHARES INC
0.00%
Shares46.0K
Event2026-06-30
Filed2026-07-09
DE
DEERE & CO
6.35%
Shares1.6K
Event2026-06-30
Filed2026-07-09
SOUTHERN CO
SOUTHERN CO
2.76%
Shares10.5K
Event2026-06-30
Filed2026-07-09
JCPB
J P MORGAN EXCHANGE TRADED F
6.58%
Shares21.2K
Event2026-06-30
Filed2026-07-09
QQQI
NEOS ETF TRUST
25.91%
Shares17.4K
Event2026-06-30
Filed2026-07-09
QQQM
INVESCO EXCH TRADED FD TR II
32.96%
Shares3.2K
Event2026-06-30
Filed2026-07-09
XLE
SELECT SECTOR SPDR TR
1.53%
Shares18.3K
Event2026-06-30
Filed2026-07-09
DELL
DELL TECHNOLOGIES INC
8.17%
Shares2.2K
Event2026-06-30
Filed2026-07-09
FDX
FEDEX CORP
4.89%
Shares3.0K
Event2026-06-30
Filed2026-07-09
DIA
STATE STR SPDR DOW JONES IND
-3.21%
Shares1.8K
Event2026-06-30
Filed2026-07-09
SPDR SERIES TRUST
SPDR SERIES TRUST
20.62%
Shares10.7K
Event2026-06-30
Filed2026-07-09
MOD
MODINE MFG CO
New
Shares3.5K
Event2026-06-30
Filed2026-07-09
DUOL
DUOLINGO INC
New
Shares8.0K
Event2026-06-30
Filed2026-07-09
SEI
SOLARIS ENERGY INFRAS INC
New
Shares11.3K
Event2026-06-30
Filed2026-07-09
GS
GOLDMAN SACHS GROUP INC
-43.76%
Shares897
Event2026-06-30
Filed2026-07-09
ITA
ISHARES TR
-47.30%
Shares3.7K
Event2026-06-30
Filed2026-07-09
ALAB
ASTERA LABS INC
New
Shares1.8K
Event2026-06-30
Filed2026-07-09
BND
VANGUARD BD INDEX FDS
-61.07%
Shares11.9K
Event2026-06-30
Filed2026-07-09
HYG
ISHARES TR
2.59%
Shares10.9K
Event2026-06-30
Filed2026-07-09
FPE
FIRST TR EXCH TRADED FD III
1.31%
Shares48.7K
Event2026-06-30
Filed2026-07-09
CSM
PROSHARES TR
-4.45%
Shares10.2K
Event2026-06-30
Filed2026-07-09
AIO
VIRTUS ARTIFICIAL INTELLIGEN
-0.66%
Shares30.3K
Event2026-06-30
Filed2026-07-09
SHY
ISHARES TR
-0.95%
Shares10.3K
Event2026-06-30
Filed2026-07-09
SPYI
NEOS ETF TRUST
30.90%
Shares15.6K
Event2026-06-30
Filed2026-07-09
EMR
EMERSON ELEC CO
-17.96%
Shares5.8K
Event2026-06-30
Filed2026-07-09
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares4.8K
Event2026-06-30
Filed2026-07-09
LOW
LOWES COS INC
-54.57%
Shares3.7K
Event2026-06-30
Filed2026-07-09
ORACLE CORP
ORACLE CORP
-32.17%
Shares5.5K
Event2026-06-30
Filed2026-07-09
AEP
AMERICAN ELEC PWR CO INC
-7.21%
Shares5.9K
Event2026-06-30
Filed2026-07-09
LMT
LOCKHEED MARTIN CORP
-25.92%
Shares1.6K
Event2026-06-30
Filed2026-07-09
TJX
TJX COS INC NEW
-26.16%
Shares5.3K
Event2026-06-30
Filed2026-07-09
DCOM
DIME COML BANCSHARES INC
0.00%
Shares19.6K
Event2026-06-30
Filed2026-07-09
ILCB
ISHARES TR
-12.51%
Shares7.7K
Event2026-06-30
Filed2026-07-09
GILD
GILEAD SCIENCES INC
-2.53%
Shares6.3K
Event2026-06-30
Filed2026-07-09
AGCO
AGCO CORP
New
Shares6.6K
Event2026-06-30
Filed2026-07-09
BMY
BRISTOL-MYERS SQUIBB CO
-14.90%
Shares13.6K
Event2026-06-30
Filed2026-07-09
WFC
WELLS FARGO & CO
-18.72%
Shares9.5K
Event2026-06-30
Filed2026-07-09
USAC
USA COMPRESSION PARTNERS LP
-17.70%
Shares29.6K
Event2026-06-30
Filed2026-07-09
IWMI
NEOS ETF TRUST
31.82%
Shares14.5K
Event2026-06-30
Filed2026-07-09
MS
MORGAN STANLEY
-9.54%
Shares3.7K
Event2026-06-30
Filed2026-07-09
BK
BANK OF NY MELLON CORP
-0.35%
Shares5.3K
Event2026-06-30
Filed2026-07-09
CRDO
CREDO TECHNOLOGY GROUP HOLDI
-19.02%
Shares2.8K
Event2026-06-30
Filed2026-07-09
SIMO
SILICON MOTION TECHNOLOGY CO
New
Shares2.3K
Event2026-06-30
Filed2026-07-09
TT
TRANE TECHNOLOGIES PLC
-5.14%
Shares1.5K
Event2026-06-30
Filed2026-07-09
VXUS
VANGUARD STAR FDS
3.14%
Shares8.6K
Event2026-06-30
Filed2026-07-09
IGPT
INVESCO EXCHANGE TRADED FD T
14.23%
Shares7.0K
Event2026-06-30
Filed2026-07-09
DVY
ISHARES TR
8.74%
Shares4.7K
Event2026-06-30
Filed2026-07-09
BNDC
FLEXSHARES TR
11.24%
Shares32.9K
Event2026-06-30
Filed2026-07-09
BIL
SPDR SERIES TRUST
181.25%
Shares7.9K
Event2026-06-30
Filed2026-07-09
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-32.48%
Shares1.4K
Event2026-06-30
Filed2026-07-09
SLYV
SPDR SERIES TRUST
-5.36%
Shares6.6K
Event2026-06-30
Filed2026-07-09
SBUX
STARBUCKS CORP
-28.00%
Shares7.0K
Event2026-06-30
Filed2026-07-09
EFA
ISHARES TR
-43.57%
Shares6.9K
Event2026-06-30
Filed2026-07-09
COP
CONOCOPHILLIPS
-28.17%
Shares6.8K
Event2026-06-30
Filed2026-07-09
QQQE
DIREXION SHARES ETF TRUST
-5.32%
Shares5.8K
Event2026-06-30
Filed2026-07-09
ABRDN TOTAL DYNAMIC DIVIDEND
ABRDN TOTAL DYNAMIC DIVIDEND
15.13%
Shares68.9K
Event2026-06-30
Filed2026-07-09
FBNC
FIRST BANCORP N C
-1.78%
Shares11.0K
Event2026-06-30
Filed2026-07-09
JPST
J P MORGAN EXCHANGE TRADED F
-4.10%
Shares13.8K
Event2026-06-30
Filed2026-07-09
VYM
VANGUARD WHITEHALL FDS
1.19%
Shares4.4K
Event2026-06-30
Filed2026-07-09
CLX
CLOROX CO DEL
85.28%
Shares7.3K
Event2026-06-30
Filed2026-07-09
MTUM
ISHARES TR
0.60%
Shares2.0K
Event2026-06-30
Filed2026-07-09
IAU
ISHARES GOLD TR
2.33%
Shares9.2K
Event2026-06-30
Filed2026-07-09
SLB
SLB LIMITED
12.36%
Shares14.9K
Event2026-06-30
Filed2026-07-09
MAC
MACERICH CO
0.00%
Shares27.5K
Event2026-06-30
Filed2026-07-09
LQDW
ISHARES TR
3.64%
Shares28.5K
Event2026-06-30
Filed2026-07-09
MCD
MCDONALDS CORP
-24.54%
Shares2.5K
Event2026-06-30
Filed2026-07-09
VO
VANGUARD INDEX FDS
-33.85%
Shares8.4K
Event2026-06-30
Filed2026-07-09
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-22.16%
Shares1.6K
Event2026-06-30
Filed2026-07-09
VEU
VANGUARD INTL EQUITY INDEX F
0.24%
Shares8.0K
Event2026-06-30
Filed2026-07-09
DYNF
BLACKROCK ETF TRUST
-0.38%
Shares9.8K
Event2026-06-30
Filed2026-07-09
SOUTHSTATE BK CORP
SOUTHSTATE BK CORP
0.00%
Shares6.7K
Event2026-06-30
Filed2026-07-09
ASTRAZENECA PLC
ASTRAZENECA PLC
-49.66%
Shares3.5K
Event2026-06-30
Filed2026-07-09
ISHARES TR
ISHARES TR
-20.75%
Shares6.8K
Event2026-06-30
Filed2026-07-09
CMI
CUMMINS INC
-7.37%
Shares918
Event2026-06-30
Filed2026-07-09
EVYM
MORGAN STANLEY ETF TRUST
38.64%
Shares12.7K
Event2026-06-30
Filed2026-07-09
CAH
CARDINAL HEALTH INC
-13.87%
Shares2.7K
Event2026-06-30
Filed2026-07-09
SGOV
ISHARES TR
17.55%
Shares6.3K
Event2026-06-30
Filed2026-07-09
FNDF
SCHWAB STRATEGIC TR
53.96%
Shares12.0K
Event2026-06-30
Filed2026-07-09
ECAT
BLACKROCK ESG CAP ALLC TERM
34.62%
Shares40.0K
Event2026-06-30
Filed2026-07-09
CLS
CELESTICA INC
-21.76%
Shares1.7K
Event2026-06-30
Filed2026-07-09
CL
COLGATE PALMOLIVE CO
-2.59%
Shares6.7K
Event2026-06-30
Filed2026-07-09
VST
VISTRA CORP
-4.09%
Shares3.8K
Event2026-06-30
Filed2026-07-09
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
-50.19%
Shares4.2K
Event2026-06-30
Filed2026-07-09
FPF
FIRST TR INTER DURATN PFD &
29.95%
Shares33.0K
Event2026-06-30
Filed2026-07-09
CVS
CVS HEALTH CORP
-2.19%
Shares5.8K
Event2026-06-30
Filed2026-07-09
CCJ
CAMECO CORP
-5.12%
Shares5.9K
Event2026-06-30
Filed2026-07-09
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-0.89%
Shares5.0K
Event2026-06-30
Filed2026-07-09
DUK
DUKE ENERGY CORP NEW
-5.44%
Shares4.7K
Event2026-06-30
Filed2026-07-09
JAVA
J P MORGAN EXCHANGE TRADED F
24.75%
Shares7.5K
Event2026-06-30
Filed2026-07-09
QLC
FLEXSHARES TR
7.15%
Shares6.6K
Event2026-06-30
Filed2026-07-09
SOBO
SOUTH BOW CORP
0.00%
Shares16.7K
Event2026-06-30
Filed2026-07-09
NSC
NORFOLK SOUTHN CORP
-9.99%
Shares1.9K
Event2026-06-30
Filed2026-07-09
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares2.6K
Event2026-06-30
Filed2026-07-09
DGRO
ISHARES TR
114.24%
Shares7.7K
Event2026-06-30
Filed2026-07-09
VHT
VANGUARD WORLD FD
-1.62%
Shares1.9K
Event2026-06-30
Filed2026-07-09
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-39.73%
Shares6.6K
Event2026-06-30
Filed2026-07-09
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares2.6K
Event2026-06-30
Filed2026-07-09
OPP
RIVERNORTH DOUBLELINE STRATE
12.92%
Shares74.1K
Event2026-06-30
Filed2026-07-09
SCHR
SCHWAB STRATEGIC TR
-20.81%
Shares23.0K
Event2026-06-30
Filed2026-07-09
PSC
PRINCIPAL EXCHANGE TRADED FD
16.43%
Shares8.1K
Event2026-06-30
Filed2026-07-09
SDY
SPDR SERIES TRUST
-1.72%
Shares3.7K
Event2026-06-30
Filed2026-07-09
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-16.18%
Shares18.7K
Event2026-06-30
Filed2026-07-09
IVE
ISHARES TR
-20.93%
Shares2.5K
Event2026-06-30
Filed2026-07-09
NUKZ
EXCHANGE TRADED CONCEPTS TRU
-5.31%
Shares8.2K
Event2026-06-30
Filed2026-07-09
ADP
AUTOMATIC DATA PROCESSING IN
-3.83%
Shares2.5K
Event2026-06-30
Filed2026-07-09
TIP
ISHARES TR
-10.08%
Shares5.0K
Event2026-06-30
Filed2026-07-09
HOOD
ROBINHOOD MKTS INC
-68.61%
Shares5.5K
Event2026-06-30
Filed2026-07-09
ADI
ANALOG DEVICES INC
74.81%
Shares1.4K
Event2026-06-30
Filed2026-07-09
DFAE
DIMENSIONAL ETF TRUST
2.79%
Shares13.6K
Event2026-06-30
Filed2026-07-09
ANGL
VANECK ETF TRUST
21.87%
Shares18.6K
Event2026-06-30
Filed2026-07-09
IWD
ISHARES TR
-27.31%
Shares2.2K
Event2026-06-30
Filed2026-07-09
ACP
ABRDN INCOME CREDIT STRATEGI
18.92%
Shares101.8K
Event2026-06-30
Filed2026-07-09
STRL
STERLING INFRASTRUCTURE INC
0.00%
Shares625
Event2026-06-30
Filed2026-07-09
VWO
VANGUARD INTL EQUITY INDEX F
-11.23%
Shares8.7K
Event2026-06-30
Filed2026-07-09
TEL
TE CONNECTIVITY PLC
-8.32%
Shares2.6K
Event2026-06-30
Filed2026-07-09
BHP
BHP BILLITON LIMITED
0.00%
Shares6.2K
Event2026-06-30
Filed2026-07-09
AFL
AFLAC INC
0.21%
Shares4.4K
Event2026-06-30
Filed2026-07-09
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-49.44%
Shares672
Event2026-06-30
Filed2026-07-09
IEMG
ISHARES INC
-22.26%
Shares6.2K
Event2026-06-30
Filed2026-07-09
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
-5.31%
Shares1.6K
Event2026-06-30
Filed2026-07-09
CLBK
COLUMBIA FINL INC
0.00%
Shares24.1K
Event2026-06-30
Filed2026-07-09
ABFL
ABACUS FCF ETF TR
-0.20%
Shares5.9K
Event2026-06-30
Filed2026-07-09
DVN
DEVON ENERGY CORP NEW
-3.77%
Shares12.2K
Event2026-06-30
Filed2026-07-09
IJR
ISHARES TR
-11.88%
Shares3.4K
Event2026-06-30
Filed2026-07-09
BDYN
BLACKROCK ETF TRUST
9.53%
Shares18.1K
Event2026-06-30
Filed2026-07-09
VYMI
VANGUARD WHITEHALL FDS
0.04%
Shares5.1K
Event2026-06-30
Filed2026-07-09
IDV
ISHARES TR
3.69%
Shares12.0K
Event2026-06-30
Filed2026-07-09
APD
AIR PRODUCTS AND CHEMICALS I
-29.10%
Shares1.7K
Event2026-06-30
Filed2026-07-09
TLTD
FLEXSHARES TR
14.41%
Shares5.0K
Event2026-06-30
Filed2026-07-09
MPC
MARATHON PETE CORP
-67.42%
Shares1.9K
Event2026-06-30
Filed2026-07-09
XLV
SELECT SECTOR SPDR TR
-9.90%
Shares3.0K
Event2026-06-30
Filed2026-07-09
NUE
NUCOR CORP
-8.54%
Shares2.1K
Event2026-06-30
Filed2026-07-09
BLK
BLACKROCK INC
-16.16%
Shares493
Event2026-06-30
Filed2026-07-09
BTX
BLACKROCK TECH AND PRIVATE E
-13.27%
Shares52.1K
Event2026-06-30
Filed2026-07-09
VRT
VERTIV HOLDINGS CO
-10.19%
Shares1.4K
Event2026-06-30
Filed2026-07-09
MDLZ
MONDELEZ INTL INC
0.26%
Shares8.1K
Event2026-06-30
Filed2026-07-09
AXP
AMERICAN EXPRESS CO
-52.77%
Shares1.4K
Event2026-06-30
Filed2026-07-09
BGX
BLACKSTONE LONG SHORT CR INC
-27.51%
Shares43.0K
Event2026-06-30
Filed2026-07-09
JPIE
J P MORGAN EXCHANGE TRADED F
-1.82%
Shares10.1K
Event2026-06-30
Filed2026-07-09
FTSM
FIRST TR EXCHANGE-TRADED FD
-10.06%
Shares7.7K
Event2026-06-30
Filed2026-07-09
ZECP
ZACKS TRUST
New
Shares12.2K
Event2026-06-30
Filed2026-07-09
BAI
BLACKROCK ETF TRUST
1.09%
Shares8.7K
Event2026-06-30
Filed2026-07-09
GLQ
CLOUGH GLOBAL EQUITY FD
14.71%
Shares53.3K
Event2026-06-30
Filed2026-07-09
HDV
ISHARES TR
564.51%
Shares16.7K
Event2026-06-30
Filed2026-07-09
PEG
PUBLIC SVC ENTERPRISE GROUP
-0.72%
Shares5.6K
Event2026-06-30
Filed2026-07-09
VBR
VANGUARD INDEX FDS
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-09
XLG
INVESCO EXCHANGE TRADED FD T
-12.87%
Shares7.4K
Event2026-06-30
Filed2026-07-09
IAI
ISHARES TR
-14.71%
Shares2.6K
Event2026-06-30
Filed2026-07-09
TILT
FLEXSHARES TR
20.78%
Shares1.6K
Event2026-06-30
Filed2026-07-09
IGE
ISHARES TR
9.83%
Shares8.0K
Event2026-06-30
Filed2026-07-09
KMB
KIMBERLY-CLARK CORP
6.27%
Shares4.1K
Event2026-06-30
Filed2026-07-09
PAVE
GLOBAL X FDS
1.38%
Shares7.6K
Event2026-06-30
Filed2026-07-09
BBUS
J P MORGAN EXCHANGE TRADED F
New
Shares3.3K
Event2026-06-30
Filed2026-07-09
ET
ENERGY TRANSFER L P
-35.39%
Shares22.8K
Event2026-06-30
Filed2026-07-09
DOMINION ENERGY INC
DOMINION ENERGY INC
-20.32%
Shares6.4K
Event2026-06-30
Filed2026-07-09
GLO
CLOUGH GLOBAL OPPORTUNITIES
31.40%
Shares71.1K
Event2026-06-30
Filed2026-07-09
EPD
ENTERPRISE PRODS PARTNERS L
-59.13%
Shares11.8K
Event2026-06-30
Filed2026-07-09
IUSV
ISHARES TR
0.00%
Shares3.9K
Event2026-06-30
Filed2026-07-09
IBB
ISHARES TR
-1.35%
Shares2.3K
Event2026-06-30
Filed2026-07-09
AXON
AXON ENTERPRISE INC
-26.53%
Shares767
Event2026-06-30
Filed2026-07-09
MDU
MDU RES GROUP INC
-16.55%
Shares20.2K
Event2026-06-30
Filed2026-07-09
GPIX
GOLDMAN SACHS ETF TR
-10.49%
Shares7.7K
Event2026-06-30
Filed2026-07-09
IWM
ISHARES TR
-43.70%
Shares1.4K
Event2026-06-30
Filed2026-07-09
ADM
ARCHER DANIELS MIDLAND CO
-22.59%
Shares5.6K
Event2026-06-30
Filed2026-07-09
F
FORD MTR CO
54.97%
Shares30.6K
Event2026-06-30
Filed2026-07-09
MEDTRONIC PLC
MEDTRONIC PLC
-8.54%
Shares5.4K
Event2026-06-30
Filed2026-07-09
ITW
ILLINOIS TOOL WKS INC
1.10%
Shares1.6K
Event2026-06-30
Filed2026-07-09
BRW
SABA CAPITAL INCOME & OPRNT
36.11%
Shares64.0K
Event2026-06-30
Filed2026-07-09
TDTT
FLEXSHARES TR
7.77%
Shares17.5K
Event2026-06-30
Filed2026-07-09
LIN
LINDE PLC
-18.14%
Shares799
Event2026-06-30
Filed2026-07-09
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
-42.07%
Shares6.6K
Event2026-06-30
Filed2026-07-09
XLY
SELECT SECTOR SPDR TR
-5.88%
Shares3.5K
Event2026-06-30
Filed2026-07-09
BX
BLACKSTONE INC
-54.57%
Shares3.5K
Event2026-06-30
Filed2026-07-09
SHLD
GLOBAL X FDS
13.37%
Shares6.9K
Event2026-06-30
Filed2026-07-09
IWB
ISHARES TR
-27.40%
Shares1.0K
Event2026-06-30
Filed2026-07-09
RMBI
RICHMOND MUT BANCORPORATION
0.00%
Shares25.9K
Event2026-06-30
Filed2026-07-09
ARES CAPITAL CORP
ARES CAPITAL CORP
-1.81%
Shares22.1K
Event2026-06-30
Filed2026-07-09
PPG
PPG INDS INC
31.95%
Shares3.4K
Event2026-06-30
Filed2026-07-09
PRU
PRUDENTIAL FINL INC
1.32%
Shares3.8K
Event2026-06-30
Filed2026-07-09
ODFL
OLD DOMINION FREIGHT LINE IN
-3.28%
Shares1.9K
Event2026-06-30
Filed2026-07-09
ORLY
OREILLY AUTOMOTIVE INC
-70.93%
Shares4.3K
Event2026-06-30
Filed2026-07-09
ABT
ABBOTT LABORATORIES
-60.88%
Shares4.3K
Event2026-06-30
Filed2026-07-09
IJH
ISHARES TR
-53.48%
Shares5.1K
Event2026-06-30
Filed2026-07-09
DIS
DISNEY WALT CO
0.84%
Shares4.1K
Event2026-06-30
Filed2026-07-09
3M CO
3M CO
-55.69%
Shares2.4K
Event2026-06-30
Filed2026-07-09
DIV
GLOBAL X FDS
85.45%
Shares20.4K
Event2026-06-30
Filed2026-07-09
BA
BOEING CO
-45.86%
Shares1.8K
Event2026-06-30
Filed2026-07-09
BSV
VANGUARD BD INDEX FDS
-0.80%
Shares5.0K
Event2026-06-30
Filed2026-07-09
FCAL
FIRST TR EXCH TRADED FD III
0.40%
Shares7.8K
Event2026-06-30
Filed2026-07-09
AAON
AAON INC
New
Shares3.1K
Event2026-06-30
Filed2026-07-09
DJD
INVESCO EXCHANGE TRADED FD T
New
Shares6.1K
Event2026-06-30
Filed2026-07-09
EMLP
FIRST TR EXCHANGE-TRADED FD
10.52%
Shares8.8K
Event2026-06-30
Filed2026-07-09
EFV
ISHARES TR
-20.36%
Shares5.0K
Event2026-06-30
Filed2026-07-09
NLR
VANECK ETF TRUST
3.19%
Shares3.3K
Event2026-06-30
Filed2026-07-09
FCNCA
FIRST CTZNS BANCSHARES INC D
-2.14%
Shares183
Event2026-06-30
Filed2026-07-09
TMO
THERMO FISHER SCIENTIFIC INC
-38.56%
Shares757
Event2026-06-30
Filed2026-07-09
ECL
ECOLAB INC
-34.80%
Shares1.4K
Event2026-06-30
Filed2026-07-09
ADPV
SERIES PORTFOLIOS TR
-0.69%
Shares7.7K
Event2026-06-30
Filed2026-07-09
ADVANCED ENERGY INDS
ADVANCED ENERGY INDS
New
Shares1.0K
Event2026-06-30
Filed2026-07-09
JQC
NUVEEN CR STRATEGIES INCOME
56.06%
Shares76.6K
Event2026-06-30
Filed2026-07-09
EQIX
EQUINIX INC
-3.00%
Shares356
Event2026-06-30
Filed2026-07-09
VOT
VANGUARD INDEX FDS
-29.63%
Shares1.2K
Event2026-06-30
Filed2026-07-09
SOXL
DIREXION SHARES ETF TRUST
New
Shares1.4K
Event2026-06-30
Filed2026-07-09
BNDX
VANGUARD CHARLOTTE FDS
-22.25%
Shares7.5K
Event2026-06-30
Filed2026-07-09
IVR
INVESCO MORTGAGE CAPITAL INC
New
Shares46.0K
Event2026-06-30
Filed2026-07-09
USB
US BANCORP
-60.88%
Shares6.0K
Event2026-06-30
Filed2026-07-09
ADOBE INC
ADOBE INC
-8.43%
Shares1.8K
Event2026-06-30
Filed2026-07-09
BMEZ
BLACKROCK HEALTH SCIENCES TE
-11.93%
Shares23.4K
Event2026-06-30
Filed2026-07-09
MPWR
MONOLITHIC PWR SYS INC
New
Shares259
Event2026-06-30
Filed2026-07-09
HHH
HOWARD HUGHES HOLDINGS INC
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-09
ISHARES TR
ISHARES TR
36.39%
Shares3.6K
Event2026-06-30
Filed2026-07-09
TGT
TARGET CORP
-14.80%
Shares2.7K
Event2026-06-30
Filed2026-07-09
PSX
PHILLIPS 66
-15.89%
Shares2.1K
Event2026-06-30
Filed2026-07-09
PWV
INVESCO EXCHANGE TRADED FD T
16.53%
Shares4.6K
Event2026-06-30
Filed2026-07-09
PNC
PNC FINL SVCS GROUP INC
-25.59%
Shares1.4K
Event2026-06-30
Filed2026-07-09
BIV
VANGUARD BD INDEX FDS
0.00%
Shares4.5K
Event2026-06-30
Filed2026-07-09
UNP
UNION PAC CORP
-3.69%
Shares1.3K
Event2026-06-30
Filed2026-07-09
AVEM
AMERICAN CENTY ETF TR
1.91%
Shares3.6K
Event2026-06-30
Filed2026-07-09
ED
CONSOLIDATED EDISON INC
-13.85%
Shares3.1K
Event2026-06-30
Filed2026-07-09
IBN
ICICI BANK LIMITED
-0.07%
Shares11.8K
Event2026-06-30
Filed2026-07-09
CHUBB LIMITED
CHUBB LIMITED
-54.24%
Shares1.0K
Event2026-06-30
Filed2026-07-09
ECG
EVERUS CONSTR GROUP
-34.98%
Shares2.1K
Event2026-06-30
Filed2026-07-09
NPCT
NUVEEN CORE PLUS IMPACT FUND
-18.23%
Shares33.0K
Event2026-06-30
Filed2026-07-09
HELO
J P MORGAN EXCHANGE TRADED F
48.12%
Shares4.9K
Event2026-06-30
Filed2026-07-09
GBTC
GRAYSCALE BITCOIN TRUST ETF
-20.46%
Shares7.3K
Event2026-06-30
Filed2026-07-09
OKE
ONEOK INC NEW
-38.87%
Shares3.8K
Event2026-06-30
Filed2026-07-09
VCSH
VANGUARD SCOTTSDALE FDS
10.32%
Shares4.2K
Event2026-06-30
Filed2026-07-09
CORTEVA INC
CORTEVA INC
-28.99%
Shares3.9K
Event2026-06-30
Filed2026-07-09
DFIS
DIMENSIONAL ETF TRUST
0.46%
Shares9.3K
Event2026-06-30
Filed2026-07-09
TTM TECHNOLOGIES INC
TTM TECHNOLOGIES INC
New
Shares1.7K
Event2026-06-30
Filed2026-07-09
MMCA
NEW YORK LIFE INVTS ACTIVE E
44.79%
Shares14.9K
Event2026-06-30
Filed2026-07-09
SIXG
ETF SER SOLUTIONS
-32.19%
Shares3.4K
Event2026-06-30
Filed2026-07-09
ARR
ARMOUR RESIDENTIAL REIT INC
0.00%
Shares18.1K
Event2026-06-30
Filed2026-07-09
ILF
ISHARES TR
-16.64%
Shares9.4K
Event2026-06-30
Filed2026-07-09
O
REALTY INCOME CORP
-0.20%
Shares5.1K
Event2026-06-30
Filed2026-07-09
IYF
ISHARES TR
2.41%
Shares2.5K
Event2026-06-30
Filed2026-07-09
ADAM NAT RES FD INC
ADAM NAT RES FD INC
0.00%
Shares12.6K
Event2026-06-30
Filed2026-07-09
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
-6.77%
Shares1.1K
Event2026-06-30
Filed2026-07-09
AIQ
GLOBAL X FDS
New
Shares4.7K
Event2026-06-30
Filed2026-07-09
MXL
MAXLINEAR INC
New
Shares2.4K
Event2026-06-30
Filed2026-07-09
CIEN
CIENA CORP
-42.62%
Shares626
Event2026-06-30
Filed2026-07-09
APH
AMPHENOL CORP
-14.75%
Shares1.7K
Event2026-06-30
Filed2026-07-09
BOXX
EA SERIES TRUST
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-09
DOMINOS PIZZA INC
DOMINOS PIZZA INC
-2.29%
Shares1.0K
Event2026-06-30
Filed2026-07-09
FNDA
SCHWAB STRATEGIC TR
0.15%
Shares7.9K
Event2026-06-30
Filed2026-07-09
ICSH
ISHARES TR
43.76%
Shares5.9K
Event2026-06-30
Filed2026-07-09
BALI
BLACKROCK ETF TRUST
New
Shares8.8K
Event2026-06-30
Filed2026-07-09
Q
QNITY ELECTRONICS INC
-39.04%
Shares1.8K
Event2026-06-30
Filed2026-07-09
CLM
CORNERSTONE STRATEGIC INVEST
37.18%
Shares39.2K
Event2026-06-30
Filed2026-07-09
JRI
NUVEEN REAL ASSET INCOME & G
-5.98%
Shares22.8K
Event2026-06-30
Filed2026-07-09
SPMO
INVESCO EXCH TRADED FD TR II
-2.09%
Shares1.8K
Event2026-06-30
Filed2026-07-09
SCHW
SCHWAB CHARLES CORP
-60.39%
Shares3.2K
Event2026-06-30
Filed2026-07-09
JQUA
J P MORGAN EXCHANGE TRADED F
1.83%
Shares4.1K
Event2026-06-30
Filed2026-07-09
IUSB
ISHARES TR
-23.53%
Shares6.4K
Event2026-06-30
Filed2026-07-09
VOE
VANGUARD INDEX FDS
-31.28%
Shares1.5K
Event2026-06-30
Filed2026-07-09
VANGUARD WELLESLEY INCOME FD
VANGUARD WELLESLEY INCOME FD
New
Shares4.6K
Event2026-06-30
Filed2026-07-09
VGI
VIRTUS GLOBAL MULTI-SECTOR I
-14.72%
Shares39.0K
Event2026-06-30
Filed2026-07-09
SYY
SYSCO CORP
-1.44%
Shares3.5K
Event2026-06-30
Filed2026-07-09
VUSB
VANGUARD BD INDEX FDS
0.00%
Shares5.8K
Event2026-06-30
Filed2026-07-09
AES CORP
AES CORP
-6.64%
Shares19.9K
Event2026-06-30
Filed2026-07-09
UPS
UNITED PARCEL SVCS INC
-36.66%
Shares2.7K
Event2026-06-30
Filed2026-07-09
AFFIRM HLDGS INC
AFFIRM HLDGS INC
New
Shares3.6K
Event2026-06-30
Filed2026-07-09
BCAT
BLACKROCK CAP ALLOCATION TER
16.87%
Shares18.1K
Event2026-06-30
Filed2026-07-09
BKH
BLACK HILLS CORP
6.26%
Shares3.9K
Event2026-06-30
Filed2026-07-09
NHS
NEUBERGER HIGH YIELD ST FD I
14.40%
Shares45.7K
Event2026-06-30
Filed2026-07-09
SPLV
INVESCO EXCH TRADED FD TR II
-1.18%
Shares3.8K
Event2026-06-30
Filed2026-07-09
SSRM
SSR MINING IN
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-09
SRE
SEMPRA
-30.80%
Shares3.0K
Event2026-06-30
Filed2026-07-09
EGP
EASTGROUP PPTYS INC
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-09
FTNY
PUTNAM ETF TRUST
0.99%
Shares35.0K
Event2026-06-30
Filed2026-07-09
BUI
BLACKROCK UTILS INFRASTRUCTU
0.02%
Shares9.6K
Event2026-06-30
Filed2026-07-09
QDF
FLEXSHARES TR
21.59%
Shares3.1K
Event2026-06-30
Filed2026-07-09
DMO
WESTERN ASSET MTG DEFINED OP
-17.24%
Shares25.9K
Event2026-06-30
Filed2026-07-09
AKRE
PROFESIONALLY MANAGED PORTFO
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-09
MET
METLIFE INC
0.99%
Shares3.3K
Event2026-06-30
Filed2026-07-09
EIX
EDISON INTL
-2.18%
Shares3.7K
Event2026-06-30
Filed2026-07-09
MRSK
NORTHERN LIGHTS FD TR
New
Shares7.1K
Event2026-06-30
Filed2026-07-09
HASI
HA SUSTAINABLE INFRA CAP INC
0.10%
Shares7.0K
Event2026-06-30
Filed2026-07-09
FTCS
FIRST TR EXCHANGE-TRADED FD
-19.25%
Shares2.9K
Event2026-06-30
Filed2026-07-09
TLTE
FLEXSHARES TR
17.78%
Shares3.5K
Event2026-06-30
Filed2026-07-09
SOLS
SOLSTICE ADVANCED MATLS INC
New
Shares3.1K
Event2026-06-30
Filed2026-07-09
VPU
VANGUARD WORLD FD
-7.88%
Shares1.4K
Event2026-06-30
Filed2026-07-09
ARMP
ARMATA PHARMACEUTICALS INC
0.00%
Shares41.5K
Event2026-06-30
Filed2026-07-09
AHH
AH RLTY TR INC
New
Shares37.6K
Event2026-06-30
Filed2026-07-09
BBIN
J P MORGAN EXCHANGE TRADED F
-0.47%
Shares3.4K
Event2026-06-30
Filed2026-07-09
QUBT
QUANTUM COMPUTING INC
0.00%
Shares27.4K
Event2026-06-30
Filed2026-07-09
ISRG
INTUITIVE SURGICAL INC
-67.00%
Shares668
Event2026-06-30
Filed2026-07-09
KRE
SPDR SERIES TRUST
-2.36%
Shares3.5K
Event2026-06-30
Filed2026-07-09
PCY
INVESCO EXCH TRADED FD TR II
0.71%
Shares12.1K
Event2026-06-30
Filed2026-07-09
FNDX
SCHWAB STRATEGIC TR
-0.20%
Shares8.5K
Event2026-06-30
Filed2026-07-09
MMC
MARSH & MCLENNAN COS INC
-5.21%
Shares1.6K
Event2026-06-30
Filed2026-07-09
XLP
SELECT SECTOR SPDR TR
-0.29%
Shares3.1K
Event2026-06-30
Filed2026-07-09
RDDT
REDDIT INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-09
RPM
RPM INTL INC
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-09
AGX
ARGAN INC
-31.03%
Shares320
Event2026-06-30
Filed2026-07-09
VVR
INVESCO SR INCOME TR
27.88%
Shares84.8K
Event2026-06-30
Filed2026-07-09
SPOTIFY TECHNOLOGY S A
SPOTIFY TECHNOLOGY S A
-60.09%
Shares554
Event2026-06-30
Filed2026-07-09
ARM
ARM HOLDINGS PLC
New
Shares713
Event2026-06-30
Filed2026-07-09
RIV
RIVERNORTH OPPORTUNITIES FD
4.05%
Shares21.6K
Event2026-06-30
Filed2026-07-09
TQQQ
PROSHARES TR
New
Shares3.1K
Event2026-06-30
Filed2026-07-09
FBND
FIDELITY MERRIMACK STR TR
0.24%
Shares5.4K
Event2026-06-30
Filed2026-07-09
MSI
MOTOROLA SOLUTIONS INC
-6.91%
Shares593
Event2026-06-30
Filed2026-07-09
YUM
YUM BRANDS INC
-17.85%
Shares1.5K
Event2026-06-30
Filed2026-07-09
AWK
AMERICAN WTR WKS CO INC NEW
-17.57%
Shares1.9K
Event2026-06-30
Filed2026-07-09
DSL
DOUBLELINE INCOME SOLUTIONS
36.79%
Shares22.2K
Event2026-06-30
Filed2026-07-09
NOC
NORTHROP GRUMMAN CORP
-27.42%
Shares479
Event2026-06-30
Filed2026-07-09
DGX
QUEST DIAGNOSTICS INC
-31.06%
Shares1.1K
Event2026-06-30
Filed2026-07-09
PJT
PJT PARTNERS INC
-19.89%
Shares1.6K
Event2026-06-30
Filed2026-07-09
MICROCHIP TECHNOLOGY INC.
MICROCHIP TECHNOLOGY INC.
-51.68%
Shares2.7K
Event2026-06-30
Filed2026-07-09
IWO
ISHARES TR
New
Shares617
Event2026-06-30
Filed2026-07-09
DSU
BLACKROCK DEBT STRATEGIES FD
3.64%
Shares24.6K
Event2026-06-30
Filed2026-07-09
THRO
BLACKROCK ETF TRUST
-4.35%
Shares5.5K
Event2026-06-30
Filed2026-07-09
EXC
EXELON CORP
-2.43%
Shares5.1K
Event2026-06-30
Filed2026-07-09
BDX
BECTON DICKINSON & CO
8.49%
Shares1.5K
Event2026-06-30
Filed2026-07-09
DOV
DOVER CORP
-0.57%
Shares1.0K
Event2026-06-30
Filed2026-07-09
EZM
WISDOMTREE TR
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-09
SNY
SANOFI SA
5.96%
Shares5.5K
Event2026-06-30
Filed2026-07-09
SFST
SOUTHERN FIRST BANCSHARES
-52.42%
Shares3.8K
Event2026-06-30
Filed2026-07-09
APPLOVIN CORP
APPLOVIN CORP
-63.56%
Shares450
Event2026-06-30
Filed2026-07-09
BDJ
BLACKROCK ENHANCED EQUITY DI
1.21%
Shares24.2K
Event2026-06-30
Filed2026-07-09
DFAS
DIMENSIONAL ETF TRUST
New
Shares2.8K
Event2026-06-30
Filed2026-07-09
QUIZ
ZACKS TRUST
New
Shares7.9K
Event2026-06-30
Filed2026-07-09
HUBB
HUBBELL INC
-78.65%
Shares440
Event2026-06-30
Filed2026-07-09
RSP
INVESCO EXCHANGE TRADED FD T
-83.33%
Shares1.1K
Event2026-06-30
Filed2026-07-09
GIS
GENERAL MILLS INC
10.39%
Shares6.6K
Event2026-06-30
Filed2026-07-09
IWP
ISHARES TR
-33.87%
Shares1.6K
Event2026-06-30
Filed2026-07-09
VONG
VANGUARD SCOTTSDALE FDS
-28.82%
Shares1.8K
Event2026-06-30
Filed2026-07-09
BKLN
INVESCO EXCH TRADED FD TR II
0.00%
Shares11.1K
Event2026-06-30
Filed2026-07-09
FVD
FIRST TR EXCHANGE-TRADED FD
-6.01%
Shares4.7K
Event2026-06-30
Filed2026-07-09
TEI
TEMPLETON EMERGING MKTS INCO
-7.38%
Shares33.5K
Event2026-06-30
Filed2026-07-09
COF
CAPITAL ONE FINL CORP
-3.43%
Shares1.1K
Event2026-06-30
Filed2026-07-09
PTF
INVESCO EXCHANGE TRADED FD T
New
Shares1.7K
Event2026-06-30
Filed2026-07-09
ATFV
THE ALGER ETF TRUST
New
Shares5.4K
Event2026-06-30
Filed2026-07-09
CWB
SPDR SERIES TRUST
-76.93%
Shares2.1K
Event2026-06-30
Filed2026-07-09
NXG
NXG NEXTGEN INFRASTR INCM FD
New
Shares3.4K
Event2026-06-30
Filed2026-07-09
MRNA
MODERNA INC
New
Shares3.2K
Event2026-06-30
Filed2026-07-09
ATO
ATMOS ENERGY CORP
-1.23%
Shares1.3K
Event2026-06-30
Filed2026-07-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
SeaCrest Wealth Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo