Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP4.8K sharesnew addition2026-06-302026-07-09
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VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD4.6K sharesnew addition2026-06-302026-07-09
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AAPL
-6.36%APPLE INC
Shares275.3K
Event2026-06-30
Filed2026-07-09
GOOGL
-2.70%ALPHABET INC
Shares169.8K
Event2026-06-30
Filed2026-07-09
GOOG
-7.52%ALPHABET INC
Shares108.2K
Event2026-06-30
Filed2026-07-09
NVDA
-5.30%NVIDIA CORPORATION
Shares179.5K
Event2026-06-30
Filed2026-07-09
BROADCOM INC
-11.87%BROADCOM INC
Shares49.2K
Event2026-06-30
Filed2026-07-09
AMZN
-13.13%AMAZON COM INC
Shares71.9K
Event2026-06-30
Filed2026-07-09
QQQ
-15.63%INVESCO QQQ TR
Shares22.9K
Event2026-06-30
Filed2026-07-09
MSFT
-14.94%MICROSOFT CORP
Shares44.8K
Event2026-06-30
Filed2026-07-09
LLY
-1.70%ELI LILLY & CO
Shares13.6K
Event2026-06-30
Filed2026-07-09
VOO
-11.60%VANGUARD INDEX FDS
Shares14.8K
Event2026-06-30
Filed2026-07-09
STATE STR SPDR S&P 500 ETF T
-10.63%STATE STR SPDR S&P 500 ETF T
Shares13.2K
Event2026-06-30
Filed2026-07-09
META PLATFORMS INC
-15.13%META PLATFORMS INC
Shares17.5K
Event2026-06-30
Filed2026-07-09
BRK.B
-17.97%BERKSHIRE HATHAWAY INC DEL
Shares19.1K
Event2026-06-30
Filed2026-07-09
VGT
700.50%VANGUARD WORLD FD
Shares67.4K
Event2026-06-30
Filed2026-07-09
FDN
-3.90%FIRST TR EXCHANGE-TRADED FD
Shares30.3K
Event2026-06-30
Filed2026-07-09
TSM
-17.15%TAIWAN SEMICONDUCTOR MANUFAC
Shares15.9K
Event2026-06-30
Filed2026-07-09
TSLA
14.87%TESLA INC
Shares17.9K
Event2026-06-30
Filed2026-07-09
MU
-31.26%MICRON TECHNOLOGY INC
Shares6.5K
Event2026-06-30
Filed2026-07-09
COSTCO WHOLESALE CORPORATION
-15.79%COSTCO WHOLESALE CORPORATION
Shares7.7K
Event2026-06-30
Filed2026-07-09
VISA INC
-18.03%VISA INC
Shares20.8K
Event2026-06-30
Filed2026-07-09
SMH
27.87%VANECK ETF TRUST
Shares10.2K
Event2026-06-30
Filed2026-07-09
SCHG
-63.19%SCHWAB STRATEGIC TR
Shares197.8K
Event2026-06-30
Filed2026-07-09
JEPI
-16.49%J P MORGAN EXCHANGE TRADED F
Shares114.7K
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
0.79%VANGUARD INDEX FDS
Shares17.3K
Event2026-06-30
Filed2026-07-09
CAT
-22.96%CATERPILLAR INC
Shares5.8K
Event2026-06-30
Filed2026-07-09
SCHB
2.59%SCHWAB STRATEGIC TR
Shares207.5K
Event2026-06-30
Filed2026-07-09
PVAL
7.74%PUTNAM ETF TRUST
Shares117.1K
Event2026-06-30
Filed2026-07-09
GLD
-12.55%SPDR GOLD TR
Shares16.2K
Event2026-06-30
Filed2026-07-09
AMD
-8.74%ADVANCED MICRO DEVICES INC
Shares9.2K
Event2026-06-30
Filed2026-07-09
KLAC
856.38%KLA CORP
Shares17.5K
Event2026-06-30
Filed2026-07-09
GEV
-36.05%GE VERNOVA INC
Shares4.4K
Event2026-06-30
Filed2026-07-09
JNJ
-12.09%JOHNSON & JOHNSON
Shares20.1K
Event2026-06-30
Filed2026-07-09
AMGN
-5.30%AMGEN INC
Shares13.7K
Event2026-06-30
Filed2026-07-09
SCHV
-1.51%SCHWAB STRATEGIC TR
Shares142.1K
Event2026-06-30
Filed2026-07-09
APPLIED MATLS INC
10.76%APPLIED MATLS INC
Shares6.8K
Event2026-06-30
Filed2026-07-09
JPMORGAN CHASE & CO
-29.58%JPMORGAN CHASE & CO
Shares14.6K
Event2026-06-30
Filed2026-07-09
XLK
-0.75%SELECT SECTOR SPDR TR
Shares23.7K
Event2026-06-30
Filed2026-07-09
SCHF
5.57%SCHWAB STRATEGIC TR
Shares156.0K
Event2026-06-30
Filed2026-07-09
GLW
10.38%CORNING INC
Shares16.8K
Event2026-06-30
Filed2026-07-09
CVX
-12.97%CHEVRON CORPORATION
Shares24.3K
Event2026-06-30
Filed2026-07-09
J P MORGAN EXCHANGE TRADED F
-7.41%J P MORGAN EXCHANGE TRADED F
Shares64.5K
Event2026-06-30
Filed2026-07-09
SCHD
-4.34%SCHWAB STRATEGIC TR
Shares120.9K
Event2026-06-30
Filed2026-07-09
PSLV
-7.23%SPROTT ASSET MANAGEMENT LP
Shares201.8K
Event2026-06-30
Filed2026-07-09
EXXON MOBIL CORP
-9.86%EXXON MOBIL CORP
Shares27.8K
Event2026-06-30
Filed2026-07-09
INTC
-16.67%INTEL CORP
Shares25.8K
Event2026-06-30
Filed2026-07-09
TRFM
-11.37%ETF SER SOLUTIONS
Shares56.7K
Event2026-06-30
Filed2026-07-09
VIG
-15.97%VANGUARD SPECIALIZED FUNDS
Shares14.8K
Event2026-06-30
Filed2026-07-09
IWF
261.46%ISHARES TR
Shares26.9K
Event2026-06-30
Filed2026-07-09
DOCN
-9.05%DIGITALOCEAN HLDGS INC
Shares21.1K
Event2026-06-30
Filed2026-07-09
WDC
21.12%WESTERN DIGITAL CORP
Shares5.1K
Event2026-06-30
Filed2026-07-09
SCHA
-0.67%SCHWAB STRATEGIC TR
Shares88.8K
Event2026-06-30
Filed2026-07-09
SCHM
-0.53%SCHWAB STRATEGIC TR
Shares82.5K
Event2026-06-30
Filed2026-07-09
MRVL
4.18%MARVELL TECHNOLOGY INC
Shares10.1K
Event2026-06-30
Filed2026-07-09
AAOI
-8.92%APPLIED OPTOELECTRONICS INC
Shares20.2K
Event2026-06-30
Filed2026-07-09
DBEF
2.83%DBX ETF TR
Shares54.4K
Event2026-06-30
Filed2026-07-09
HD
-31.92%HOME DEPOT INC
Shares8.1K
Event2026-06-30
Filed2026-07-09
SEAGATE TECHNOLOGY HLDNGS PL
28.23%SEAGATE TECHNOLOGY HLDNGS PL
Shares2.9K
Event2026-06-30
Filed2026-07-09
IYW
0.49%ISHARES TR
Shares11.2K
Event2026-06-30
Filed2026-07-09
MRK
-37.80%MERCK & CO INC
Shares21.5K
Event2026-06-30
Filed2026-07-09
CIBR
13.76%FIRST TR EXCHANGE-TRADED FD
Shares30.6K
Event2026-06-30
Filed2026-07-09
VLO
-15.00%VALERO ENERGY CORP
Shares10.3K
Event2026-06-30
Filed2026-07-09
PM
-3.53%PHILIP MORRIS INTL INC
Shares14.7K
Event2026-06-30
Filed2026-07-09
VTV
-22.91%VANGUARD INDEX FDS
Shares12.2K
Event2026-06-30
Filed2026-07-09
WASTE MGMT INC DEL
-19.13%WASTE MGMT INC DEL
Shares11.8K
Event2026-06-30
Filed2026-07-09
UBER
-11.81%UBER TECHNOLOGIES INC
Shares36.4K
Event2026-06-30
Filed2026-07-09
SELECT SECTOR SPDR TR
10.74%SELECT SECTOR SPDR TR
Shares57.6K
Event2026-06-30
Filed2026-07-09
ASML
-9.98%ASML HLDG NV
Shares1.3K
Event2026-06-30
Filed2026-07-09
TXN
-8.98%TEXAS INSTRS INC
Shares8.0K
Event2026-06-30
Filed2026-07-09
SCHZ
60.07%SCHWAB STRATEGIC TR
Shares102.5K
Event2026-06-30
Filed2026-07-09
XAR
-31.47%SPDR SERIES TRUST
Shares8.3K
Event2026-06-30
Filed2026-07-09
REX ETF TR
NewREX ETF TR
Shares104.7K
Event2026-06-30
Filed2026-07-09
IBM
-7.71%INTERNATIONAL BUSINESS MACHS
Shares8.4K
Event2026-06-30
Filed2026-07-09
NLY
6.70%ANNALY CAPITAL MANAGEMENT IN
Shares103.7K
Event2026-06-30
Filed2026-07-09
NETFLIX INC.
-29.68%NETFLIX INC.
Shares32.4K
Event2026-06-30
Filed2026-07-09
SNDK
NewSANDISK CORP
Shares991
Event2026-06-30
Filed2026-07-09
XMMO
19.76%INVESCO EXCHANGE TRADED FD T
Shares13.1K
Event2026-06-30
Filed2026-07-09
DGRW
-58.22%WISDOMTREE TR
Shares23.3K
Event2026-06-30
Filed2026-07-09
PANW
-19.86%PALO ALTO NETWORKS INC
Shares6.5K
Event2026-06-30
Filed2026-07-09
ABBVIE INC
-33.55%ABBVIE INC
Shares8.8K
Event2026-06-30
Filed2026-07-09
SNOWFLAKE INC
-5.40%SNOWFLAKE INC
Shares8.7K
Event2026-06-30
Filed2026-07-09
TFC
3.37%TRUIST FINL CORP
Shares43.8K
Event2026-06-30
Filed2026-07-09
AGNC INVT CORP
20.12%AGNC INVT CORP
Shares193.7K
Event2026-06-30
Filed2026-07-09
PEP
-35.20%PEPSICO INC
Shares15.3K
Event2026-06-30
Filed2026-07-09
PHO
81.06%INVESCO EXCHANGE TRADED FD T
Shares29.9K
Event2026-06-30
Filed2026-07-09
CISCO SYS INC
-9.05%CISCO SYS INC
Shares17.5K
Event2026-06-30
Filed2026-07-09
MINT
49.21%PIMCO ETF TR
Shares20.3K
Event2026-06-30
Filed2026-07-09
PFE
16.64%PFIZER INC
Shares84.1K
Event2026-06-30
Filed2026-07-09
RSPT
2.98%INVESCO EXCHANGE TRADED FD T
Shares30.9K
Event2026-06-30
Filed2026-07-09
SCHP
5.30%SCHWAB STRATEGIC TR
Shares73.0K
Event2026-06-30
Filed2026-07-09
FNDB
3.34%SCHWAB STRATEGIC TR
Shares61.1K
Event2026-06-30
Filed2026-07-09
FTEC
0.25%FIDELITY COVINGTON TRUST
Shares6.5K
Event2026-06-30
Filed2026-07-09
WBS
0.00%WEBSTER FINL CORP
Shares23.9K
Event2026-06-30
Filed2026-07-09
LAD
0.00%LITHIA MTRS INC
Shares6.3K
Event2026-06-30
Filed2026-07-09
GD
-0.35%GENERAL DYNAMICS CORP
Shares5.1K
Event2026-06-30
Filed2026-07-09
VV
0.02%VANGUARD INDEX FDS
Shares5.2K
Event2026-06-30
Filed2026-07-09
SKYY
11.99%FIRST TR EXCHANGE-TRADED FD
Shares13.1K
Event2026-06-30
Filed2026-07-09
SCHX
-0.58%SCHWAB STRATEGIC TR
Shares59.6K
Event2026-06-30
Filed2026-07-09
ETN
-2.29%EATON CORP PLC
Shares4.1K
Event2026-06-30
Filed2026-07-09
WMT
-41.43%WALMART INC
Shares15.3K
Event2026-06-30
Filed2026-07-09
SITM
-18.60%SITIME CORP
Shares2.3K
Event2026-06-30
Filed2026-07-09
QCOM
-9.84%QUALCOMM INC
Shares9.3K
Event2026-06-30
Filed2026-07-09
PG
-22.31%PROCTER & GAMBLE CO
Shares11.6K
Event2026-06-30
Filed2026-07-09
EVTR
19.15%MORGAN STANLEY ETF TRUST
Shares33.0K
Event2026-06-30
Filed2026-07-09
LAZARD ACTIVE ETF TR
-15.05%LAZARD ACTIVE ETF TR
Shares35.0K
Event2026-06-30
Filed2026-07-09
QUANTA SVCS INC
-0.13%QUANTA SVCS INC
Shares2.2K
Event2026-06-30
Filed2026-07-09
BAC
14.90%BANK OF AMER CORP
Shares28.2K
Event2026-06-30
Filed2026-07-09
LEU
3.40%CENTRUS ENERGY CORP
Shares9.5K
Event2026-06-30
Filed2026-07-09
KO
-39.22%COCA COLA CO
Shares19.4K
Event2026-06-30
Filed2026-07-09
VXX
NewBARCLAYS BANK PLC
Shares69.8K
Event2026-06-30
Filed2026-07-09
ISHARES TR
-48.99%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-07-09
SCHE
19.04%SCHWAB STRATEGIC TR
Shares42.0K
Event2026-06-30
Filed2026-07-09
SOXX
49.24%ISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-07-09
PHYS
24.87%SPROTT ASSET MANAGEMENT LP
Shares49.7K
Event2026-06-30
Filed2026-07-09
SHEL
-18.07%SHELL PLC
Shares19.2K
Event2026-06-30
Filed2026-07-09
XLF
1.17%SELECT SECTOR SPDR TR
Shares27.5K
Event2026-06-30
Filed2026-07-09
VEA
-50.22%VANGUARD TAX-MANAGED FDS
Shares20.5K
Event2026-06-30
Filed2026-07-09
URI
-2.36%UNITED RENTALS INC
Shares1.3K
Event2026-06-30
Filed2026-07-09
IDA
-9.01%IDACORP INC
Shares9.6K
Event2026-06-30
Filed2026-07-09
QUAL
-4.19%ISHARES TR
Shares6.6K
Event2026-06-30
Filed2026-07-09
PH
-23.09%PARKER-HANNIFIN CORP
Shares1.5K
Event2026-06-30
Filed2026-07-09
SCHH
-1.19%SCHWAB STRATEGIC TR
Shares60.1K
Event2026-06-30
Filed2026-07-09
VUG
328.78%VANGUARD INDEX FDS
Shares16.4K
Event2026-06-30
Filed2026-07-09
NOBL
93.20%PROSHARES TR
Shares25.2K
Event2026-06-30
Filed2026-07-09
PALANTIR TECHNOLOGIES INC
-54.90%PALANTIR TECHNOLOGIES INC
Shares12.1K
Event2026-06-30
Filed2026-07-09
ANET
-43.06%ARISTA NETWORKS INC
Shares8.3K
Event2026-06-30
Filed2026-07-09
PYLD
94.81%PIMCO ETF TR
Shares51.9K
Event2026-06-30
Filed2026-07-09
MCK
-21.16%MCKESSON CORP
Shares1.8K
Event2026-06-30
Filed2026-07-09
CFG
0.21%CITIZENS FINL GROUP INC
Shares19.3K
Event2026-06-30
Filed2026-07-09
FEGE
20.34%RBB FUND TRUST
Shares27.6K
Event2026-06-30
Filed2026-07-09
CHAT
-3.32%TIDAL TRUST II
Shares13.7K
Event2026-06-30
Filed2026-07-09
LRCX
-84.31%LAM RESEARCH CORP
Shares3.1K
Event2026-06-30
Filed2026-07-09
VZ
2.88%VERIZON COMMUNICATIONS INC
Shares31.1K
Event2026-06-30
Filed2026-07-09
XLI
-1.71%SELECT SECTOR SPDR TR
Shares7.1K
Event2026-06-30
Filed2026-07-09
C
-37.37%CITIGROUP INC
Shares9.2K
Event2026-06-30
Filed2026-07-09
SCHO
205.34%SCHWAB STRATEGIC TR
Shares52.6K
Event2026-06-30
Filed2026-07-09
FTCA
0.12%PUTNAM ETF TRUST
Shares169.9K
Event2026-06-30
Filed2026-07-09
MO
-8.03%ALTRIA GROUP INC
Shares17.4K
Event2026-06-30
Filed2026-07-09
MUNI
0.40%PIMCO ETF TR
Shares23.7K
Event2026-06-30
Filed2026-07-09
DX
24.32%DYNEX CAP INC
Shares92.7K
Event2026-06-30
Filed2026-07-09
SCHC
0.04%SCHWAB STRATEGIC TR
Shares24.9K
Event2026-06-30
Filed2026-07-09
SERVICENOW INC
-10.16%SERVICENOW INC
Shares12.1K
Event2026-06-30
Filed2026-07-09
RTX CORPORATION
-27.90%RTX CORPORATION
Shares6.2K
Event2026-06-30
Filed2026-07-09
GWW
0.47%WW GRAINGER INC
Shares860
Event2026-06-30
Filed2026-07-09
EQWL
4.12%INVESCO EXCHANGE TRADED FD T
Shares9.0K
Event2026-06-30
Filed2026-07-09
SLV
19.54%ISHARES SILVER TR
Shares21.6K
Event2026-06-30
Filed2026-07-09
RSG
0.02%REPUBLIC SVCS INC
Shares5.3K
Event2026-06-30
Filed2026-07-09
T
0.75%AT&T INC
Shares54.5K
Event2026-06-30
Filed2026-07-09
VNQ
-3.10%VANGUARD INDEX FDS
Shares11.7K
Event2026-06-30
Filed2026-07-09
DXJ
4.46%WISDOMTREE TR
Shares6.5K
Event2026-06-30
Filed2026-07-09
IVW
-6.35%ISHARES TR
Shares8.1K
Event2026-06-30
Filed2026-07-09
SPSB
0.00%SPDR SERIES TRUST
Shares37.2K
Event2026-06-30
Filed2026-07-09
EVX
0.00%VANECK ETF TRUST
Shares27.0K
Event2026-06-30
Filed2026-07-09
IEF
-0.49%ISHARES TR
Shares11.7K
Event2026-06-30
Filed2026-07-09
IUSG
26.00%ISHARES TR
Shares5.9K
Event2026-06-30
Filed2026-07-09
TLT
17.53%ISHARES TR
Shares12.7K
Event2026-06-30
Filed2026-07-09
GM
265.00%GENERAL MTRS CO
Shares14.0K
Event2026-06-30
Filed2026-07-09
CRM
-21.00%SALESFORCE INC
Shares6.9K
Event2026-06-30
Filed2026-07-09
VB
-56.91%VANGUARD INDEX FDS
Shares3.5K
Event2026-06-30
Filed2026-07-09
LQD
-6.00%ISHARES TR
Shares9.8K
Event2026-06-30
Filed2026-07-09
PNQI
0.88%INVESCO EXCHANGE TRADED FD T
Shares23.3K
Event2026-06-30
Filed2026-07-09
IXUS
NewISHARES TR
Shares11.0K
Event2026-06-30
Filed2026-07-09
FMAT
7.58%FIDELITY COVINGTON TRUST
Shares17.7K
Event2026-06-30
Filed2026-07-09
GE
-41.85%GE AEROSPACE
Shares2.7K
Event2026-06-30
Filed2026-07-09
EBC
0.00%EASTERN BANKSHARES INC
Shares46.0K
Event2026-06-30
Filed2026-07-09
DE
6.35%DEERE & CO
Shares1.6K
Event2026-06-30
Filed2026-07-09
SOUTHERN CO
2.76%SOUTHERN CO
Shares10.5K
Event2026-06-30
Filed2026-07-09
JCPB
6.58%J P MORGAN EXCHANGE TRADED F
Shares21.2K
Event2026-06-30
Filed2026-07-09
QQQI
25.91%NEOS ETF TRUST
Shares17.4K
Event2026-06-30
Filed2026-07-09
QQQM
32.96%INVESCO EXCH TRADED FD TR II
Shares3.2K
Event2026-06-30
Filed2026-07-09
XLE
1.53%SELECT SECTOR SPDR TR
Shares18.3K
Event2026-06-30
Filed2026-07-09
DELL
8.17%DELL TECHNOLOGIES INC
Shares2.2K
Event2026-06-30
Filed2026-07-09
FDX
4.89%FEDEX CORP
Shares3.0K
Event2026-06-30
Filed2026-07-09
DIA
-3.21%STATE STR SPDR DOW JONES IND
Shares1.8K
Event2026-06-30
Filed2026-07-09
SPDR SERIES TRUST
20.62%SPDR SERIES TRUST
Shares10.7K
Event2026-06-30
Filed2026-07-09
MOD
NewMODINE MFG CO
Shares3.5K
Event2026-06-30
Filed2026-07-09
DUOL
NewDUOLINGO INC
Shares8.0K
Event2026-06-30
Filed2026-07-09
SEI
NewSOLARIS ENERGY INFRAS INC
Shares11.3K
Event2026-06-30
Filed2026-07-09
GS
-43.76%GOLDMAN SACHS GROUP INC
Shares897
Event2026-06-30
Filed2026-07-09
ITA
-47.30%ISHARES TR
Shares3.7K
Event2026-06-30
Filed2026-07-09
ALAB
NewASTERA LABS INC
Shares1.8K
Event2026-06-30
Filed2026-07-09
BND
-61.07%VANGUARD BD INDEX FDS
Shares11.9K
Event2026-06-30
Filed2026-07-09
HYG
2.59%ISHARES TR
Shares10.9K
Event2026-06-30
Filed2026-07-09
FPE
1.31%FIRST TR EXCH TRADED FD III
Shares48.7K
Event2026-06-30
Filed2026-07-09
CSM
-4.45%PROSHARES TR
Shares10.2K
Event2026-06-30
Filed2026-07-09
AIO
-0.66%VIRTUS ARTIFICIAL INTELLIGEN
Shares30.3K
Event2026-06-30
Filed2026-07-09
SHY
-0.95%ISHARES TR
Shares10.3K
Event2026-06-30
Filed2026-07-09
SPYI
30.90%NEOS ETF TRUST
Shares15.6K
Event2026-06-30
Filed2026-07-09
EMR
-17.96%EMERSON ELEC CO
Shares5.8K
Event2026-06-30
Filed2026-07-09
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares4.8K
Event2026-06-30
Filed2026-07-09
LOW
-54.57%LOWES COS INC
Shares3.7K
Event2026-06-30
Filed2026-07-09
ORACLE CORP
-32.17%ORACLE CORP
Shares5.5K
Event2026-06-30
Filed2026-07-09
AEP
-7.21%AMERICAN ELEC PWR CO INC
Shares5.9K
Event2026-06-30
Filed2026-07-09
LMT
-25.92%LOCKHEED MARTIN CORP
Shares1.6K
Event2026-06-30
Filed2026-07-09
TJX
-26.16%TJX COS INC NEW
Shares5.3K
Event2026-06-30
Filed2026-07-09
DCOM
0.00%DIME COML BANCSHARES INC
Shares19.6K
Event2026-06-30
Filed2026-07-09
ILCB
-12.51%ISHARES TR
Shares7.7K
Event2026-06-30
Filed2026-07-09
GILD
-2.53%GILEAD SCIENCES INC
Shares6.3K
Event2026-06-30
Filed2026-07-09
AGCO
NewAGCO CORP
Shares6.6K
Event2026-06-30
Filed2026-07-09
BMY
-14.90%BRISTOL-MYERS SQUIBB CO
Shares13.6K
Event2026-06-30
Filed2026-07-09
WFC
-18.72%WELLS FARGO & CO
Shares9.5K
Event2026-06-30
Filed2026-07-09
USAC
-17.70%USA COMPRESSION PARTNERS LP
Shares29.6K
Event2026-06-30
Filed2026-07-09
IWMI
31.82%NEOS ETF TRUST
Shares14.5K
Event2026-06-30
Filed2026-07-09
MS
-9.54%MORGAN STANLEY
Shares3.7K
Event2026-06-30
Filed2026-07-09
BK
-0.35%BANK OF NY MELLON CORP
Shares5.3K
Event2026-06-30
Filed2026-07-09
CRDO
-19.02%CREDO TECHNOLOGY GROUP HOLDI
Shares2.8K
Event2026-06-30
Filed2026-07-09
SIMO
NewSILICON MOTION TECHNOLOGY CO
Shares2.3K
Event2026-06-30
Filed2026-07-09
TT
-5.14%TRANE TECHNOLOGIES PLC
Shares1.5K
Event2026-06-30
Filed2026-07-09
VXUS
3.14%VANGUARD STAR FDS
Shares8.6K
Event2026-06-30
Filed2026-07-09
IGPT
14.23%INVESCO EXCHANGE TRADED FD T
Shares7.0K
Event2026-06-30
Filed2026-07-09
DVY
8.74%ISHARES TR
Shares4.7K
Event2026-06-30
Filed2026-07-09
BNDC
11.24%FLEXSHARES TR
Shares32.9K
Event2026-06-30
Filed2026-07-09
BIL
181.25%SPDR SERIES TRUST
Shares7.9K
Event2026-06-30
Filed2026-07-09
MASTERCARD INCORPORATED
-32.48%MASTERCARD INCORPORATED
Shares1.4K
Event2026-06-30
Filed2026-07-09
SLYV
-5.36%SPDR SERIES TRUST
Shares6.6K
Event2026-06-30
Filed2026-07-09
SBUX
-28.00%STARBUCKS CORP
Shares7.0K
Event2026-06-30
Filed2026-07-09
EFA
-43.57%ISHARES TR
Shares6.9K
Event2026-06-30
Filed2026-07-09
COP
-28.17%CONOCOPHILLIPS
Shares6.8K
Event2026-06-30
Filed2026-07-09
QQQE
-5.32%DIREXION SHARES ETF TRUST
Shares5.8K
Event2026-06-30
Filed2026-07-09
ABRDN TOTAL DYNAMIC DIVIDEND
15.13%ABRDN TOTAL DYNAMIC DIVIDEND
Shares68.9K
Event2026-06-30
Filed2026-07-09
FBNC
-1.78%FIRST BANCORP N C
Shares11.0K
Event2026-06-30
Filed2026-07-09
JPST
-4.10%J P MORGAN EXCHANGE TRADED F
Shares13.8K
Event2026-06-30
Filed2026-07-09
VYM
1.19%VANGUARD WHITEHALL FDS
Shares4.4K
Event2026-06-30
Filed2026-07-09
CLX
85.28%CLOROX CO DEL
Shares7.3K
Event2026-06-30
Filed2026-07-09
MTUM
0.60%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-07-09
IAU
2.33%ISHARES GOLD TR
Shares9.2K
Event2026-06-30
Filed2026-07-09
SLB
12.36%SLB LIMITED
Shares14.9K
Event2026-06-30
Filed2026-07-09
MAC
0.00%MACERICH CO
Shares27.5K
Event2026-06-30
Filed2026-07-09
LQDW
3.64%ISHARES TR
Shares28.5K
Event2026-06-30
Filed2026-07-09
MCD
-24.54%MCDONALDS CORP
Shares2.5K
Event2026-06-30
Filed2026-07-09
VO
-33.85%VANGUARD INDEX FDS
Shares8.4K
Event2026-06-30
Filed2026-07-09
UNITEDHEALTH GROUP INC
-22.16%UNITEDHEALTH GROUP INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
VEU
0.24%VANGUARD INTL EQUITY INDEX F
Shares8.0K
Event2026-06-30
Filed2026-07-09
DYNF
-0.38%BLACKROCK ETF TRUST
Shares9.8K
Event2026-06-30
Filed2026-07-09
SOUTHSTATE BK CORP
0.00%SOUTHSTATE BK CORP
Shares6.7K
Event2026-06-30
Filed2026-07-09
ASTRAZENECA PLC
-49.66%ASTRAZENECA PLC
Shares3.5K
Event2026-06-30
Filed2026-07-09
ISHARES TR
-20.75%ISHARES TR
Shares6.8K
Event2026-06-30
Filed2026-07-09
CMI
-7.37%CUMMINS INC
Shares918
Event2026-06-30
Filed2026-07-09
EVYM
38.64%MORGAN STANLEY ETF TRUST
Shares12.7K
Event2026-06-30
Filed2026-07-09
CAH
-13.87%CARDINAL HEALTH INC
Shares2.7K
Event2026-06-30
Filed2026-07-09
SGOV
17.55%ISHARES TR
Shares6.3K
Event2026-06-30
Filed2026-07-09
FNDF
53.96%SCHWAB STRATEGIC TR
Shares12.0K
Event2026-06-30
Filed2026-07-09
ECAT
34.62%BLACKROCK ESG CAP ALLC TERM
Shares40.0K
Event2026-06-30
Filed2026-07-09
CLS
-21.76%CELESTICA INC
Shares1.7K
Event2026-06-30
Filed2026-07-09
CL
-2.59%COLGATE PALMOLIVE CO
Shares6.7K
Event2026-06-30
Filed2026-07-09
VST
-4.09%VISTRA CORP
Shares3.8K
Event2026-06-30
Filed2026-07-09
JOHNSON CONTROLS INTERNATION
-50.19%JOHNSON CONTROLS INTERNATION
Shares4.2K
Event2026-06-30
Filed2026-07-09
FPF
29.95%FIRST TR INTER DURATN PFD &
Shares33.0K
Event2026-06-30
Filed2026-07-09
CVS
-2.19%CVS HEALTH CORP
Shares5.8K
Event2026-06-30
Filed2026-07-09
CCJ
-5.12%CAMECO CORP
Shares5.9K
Event2026-06-30
Filed2026-07-09
APOLLO GLOBAL MGMT INC
-0.89%APOLLO GLOBAL MGMT INC
Shares5.0K
Event2026-06-30
Filed2026-07-09
DUK
-5.44%DUKE ENERGY CORP NEW
Shares4.7K
Event2026-06-30
Filed2026-07-09
JAVA
24.75%J P MORGAN EXCHANGE TRADED F
Shares7.5K
Event2026-06-30
Filed2026-07-09
QLC
7.15%FLEXSHARES TR
Shares6.6K
Event2026-06-30
Filed2026-07-09
SOBO
0.00%SOUTH BOW CORP
Shares16.7K
Event2026-06-30
Filed2026-07-09
NSC
-9.99%NORFOLK SOUTHN CORP
Shares1.9K
Event2026-06-30
Filed2026-07-09
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares2.6K
Event2026-06-30
Filed2026-07-09
DGRO
114.24%ISHARES TR
Shares7.7K
Event2026-06-30
Filed2026-07-09
VHT
-1.62%VANGUARD WORLD FD
Shares1.9K
Event2026-06-30
Filed2026-07-09
NEXTERA ENERGY INC
-39.73%NEXTERA ENERGY INC
Shares6.6K
Event2026-06-30
Filed2026-07-09
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares2.6K
Event2026-06-30
Filed2026-07-09
OPP
12.92%RIVERNORTH DOUBLELINE STRATE
Shares74.1K
Event2026-06-30
Filed2026-07-09
SCHR
-20.81%SCHWAB STRATEGIC TR
Shares23.0K
Event2026-06-30
Filed2026-07-09
PSC
16.43%PRINCIPAL EXCHANGE TRADED FD
Shares8.1K
Event2026-06-30
Filed2026-07-09
SDY
-1.72%SPDR SERIES TRUST
Shares3.7K
Event2026-06-30
Filed2026-07-09
BSTZ
-16.18%BLACKROCK SCIENCE & TECHNOLO
Shares18.7K
Event2026-06-30
Filed2026-07-09
IVE
-20.93%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-09
NUKZ
-5.31%EXCHANGE TRADED CONCEPTS TRU
Shares8.2K
Event2026-06-30
Filed2026-07-09
ADP
-3.83%AUTOMATIC DATA PROCESSING IN
Shares2.5K
Event2026-06-30
Filed2026-07-09
TIP
-10.08%ISHARES TR
Shares5.0K
Event2026-06-30
Filed2026-07-09
HOOD
-68.61%ROBINHOOD MKTS INC
Shares5.5K
Event2026-06-30
Filed2026-07-09
ADI
74.81%ANALOG DEVICES INC
Shares1.4K
Event2026-06-30
Filed2026-07-09
DFAE
2.79%DIMENSIONAL ETF TRUST
Shares13.6K
Event2026-06-30
Filed2026-07-09
ANGL
21.87%VANECK ETF TRUST
Shares18.6K
Event2026-06-30
Filed2026-07-09
IWD
-27.31%ISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-07-09
ACP
18.92%ABRDN INCOME CREDIT STRATEGI
Shares101.8K
Event2026-06-30
Filed2026-07-09
STRL
0.00%STERLING INFRASTRUCTURE INC
Shares625
Event2026-06-30
Filed2026-07-09
VWO
-11.23%VANGUARD INTL EQUITY INDEX F
Shares8.7K
Event2026-06-30
Filed2026-07-09
TEL
-8.32%TE CONNECTIVITY PLC
Shares2.6K
Event2026-06-30
Filed2026-07-09
BHP
0.00%BHP BILLITON LIMITED
Shares6.2K
Event2026-06-30
Filed2026-07-09
AFL
0.21%AFLAC INC
Shares4.4K
Event2026-06-30
Filed2026-07-09
CROWDSTRIKE HLDGS INC
-49.44%CROWDSTRIKE HLDGS INC
Shares672
Event2026-06-30
Filed2026-07-09
IEMG
-22.26%ISHARES INC
Shares6.2K
Event2026-06-30
Filed2026-07-09
TRAVELERS COMPANIES INC
-5.31%TRAVELERS COMPANIES INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
CLBK
0.00%COLUMBIA FINL INC
Shares24.1K
Event2026-06-30
Filed2026-07-09
ABFL
-0.20%ABACUS FCF ETF TR
Shares5.9K
Event2026-06-30
Filed2026-07-09
DVN
-3.77%DEVON ENERGY CORP NEW
Shares12.2K
Event2026-06-30
Filed2026-07-09
IJR
-11.88%ISHARES TR
Shares3.4K
Event2026-06-30
Filed2026-07-09
BDYN
9.53%BLACKROCK ETF TRUST
Shares18.1K
Event2026-06-30
Filed2026-07-09
VYMI
0.04%VANGUARD WHITEHALL FDS
Shares5.1K
Event2026-06-30
Filed2026-07-09
IDV
3.69%ISHARES TR
Shares12.0K
Event2026-06-30
Filed2026-07-09
APD
-29.10%AIR PRODUCTS AND CHEMICALS I
Shares1.7K
Event2026-06-30
Filed2026-07-09
TLTD
14.41%FLEXSHARES TR
Shares5.0K
Event2026-06-30
Filed2026-07-09
MPC
-67.42%MARATHON PETE CORP
Shares1.9K
Event2026-06-30
Filed2026-07-09
XLV
-9.90%SELECT SECTOR SPDR TR
Shares3.0K
Event2026-06-30
Filed2026-07-09
NUE
-8.54%NUCOR CORP
Shares2.1K
Event2026-06-30
Filed2026-07-09
BLK
-16.16%BLACKROCK INC
Shares493
Event2026-06-30
Filed2026-07-09
BTX
-13.27%BLACKROCK TECH AND PRIVATE E
Shares52.1K
Event2026-06-30
Filed2026-07-09
VRT
-10.19%VERTIV HOLDINGS CO
Shares1.4K
Event2026-06-30
Filed2026-07-09
MDLZ
0.26%MONDELEZ INTL INC
Shares8.1K
Event2026-06-30
Filed2026-07-09
AXP
-52.77%AMERICAN EXPRESS CO
Shares1.4K
Event2026-06-30
Filed2026-07-09
BGX
-27.51%BLACKSTONE LONG SHORT CR INC
Shares43.0K
Event2026-06-30
Filed2026-07-09
JPIE
-1.82%J P MORGAN EXCHANGE TRADED F
Shares10.1K
Event2026-06-30
Filed2026-07-09
FTSM
-10.06%FIRST TR EXCHANGE-TRADED FD
Shares7.7K
Event2026-06-30
Filed2026-07-09
ZECP
NewZACKS TRUST
Shares12.2K
Event2026-06-30
Filed2026-07-09
BAI
1.09%BLACKROCK ETF TRUST
Shares8.7K
Event2026-06-30
Filed2026-07-09
GLQ
14.71%CLOUGH GLOBAL EQUITY FD
Shares53.3K
Event2026-06-30
Filed2026-07-09
HDV
564.51%ISHARES TR
Shares16.7K
Event2026-06-30
Filed2026-07-09
PEG
-0.72%PUBLIC SVC ENTERPRISE GROUP
Shares5.6K
Event2026-06-30
Filed2026-07-09
VBR
0.00%VANGUARD INDEX FDS
Shares1.9K
Event2026-06-30
Filed2026-07-09
XLG
-12.87%INVESCO EXCHANGE TRADED FD T
Shares7.4K
Event2026-06-30
Filed2026-07-09
IAI
-14.71%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-09
TILT
20.78%FLEXSHARES TR
Shares1.6K
Event2026-06-30
Filed2026-07-09
IGE
9.83%ISHARES TR
Shares8.0K
Event2026-06-30
Filed2026-07-09
KMB
6.27%KIMBERLY-CLARK CORP
Shares4.1K
Event2026-06-30
Filed2026-07-09
PAVE
1.38%GLOBAL X FDS
Shares7.6K
Event2026-06-30
Filed2026-07-09
BBUS
NewJ P MORGAN EXCHANGE TRADED F
Shares3.3K
Event2026-06-30
Filed2026-07-09
ET
-35.39%ENERGY TRANSFER L P
Shares22.8K
Event2026-06-30
Filed2026-07-09
DOMINION ENERGY INC
-20.32%DOMINION ENERGY INC
Shares6.4K
Event2026-06-30
Filed2026-07-09
GLO
31.40%CLOUGH GLOBAL OPPORTUNITIES
Shares71.1K
Event2026-06-30
Filed2026-07-09
EPD
-59.13%ENTERPRISE PRODS PARTNERS L
Shares11.8K
Event2026-06-30
Filed2026-07-09
IUSV
0.00%ISHARES TR
Shares3.9K
Event2026-06-30
Filed2026-07-09
IBB
-1.35%ISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-07-09
AXON
-26.53%AXON ENTERPRISE INC
Shares767
Event2026-06-30
Filed2026-07-09
MDU
-16.55%MDU RES GROUP INC
Shares20.2K
Event2026-06-30
Filed2026-07-09
GPIX
-10.49%GOLDMAN SACHS ETF TR
Shares7.7K
Event2026-06-30
Filed2026-07-09
IWM
-43.70%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-07-09
ADM
-22.59%ARCHER DANIELS MIDLAND CO
Shares5.6K
Event2026-06-30
Filed2026-07-09
F
54.97%FORD MTR CO
Shares30.6K
Event2026-06-30
Filed2026-07-09
MEDTRONIC PLC
-8.54%MEDTRONIC PLC
Shares5.4K
Event2026-06-30
Filed2026-07-09
ITW
1.10%ILLINOIS TOOL WKS INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
BRW
36.11%SABA CAPITAL INCOME & OPRNT
Shares64.0K
Event2026-06-30
Filed2026-07-09
TDTT
7.77%FLEXSHARES TR
Shares17.5K
Event2026-06-30
Filed2026-07-09
LIN
-18.14%LINDE PLC
Shares799
Event2026-06-30
Filed2026-07-09
FREEPORT MCMORAN INC
-42.07%FREEPORT MCMORAN INC
Shares6.6K
Event2026-06-30
Filed2026-07-09
XLY
-5.88%SELECT SECTOR SPDR TR
Shares3.5K
Event2026-06-30
Filed2026-07-09
BX
-54.57%BLACKSTONE INC
Shares3.5K
Event2026-06-30
Filed2026-07-09
SHLD
13.37%GLOBAL X FDS
Shares6.9K
Event2026-06-30
Filed2026-07-09
IWB
-27.40%ISHARES TR
Shares1.0K
Event2026-06-30
Filed2026-07-09
RMBI
0.00%RICHMOND MUT BANCORPORATION
Shares25.9K
Event2026-06-30
Filed2026-07-09
ARES CAPITAL CORP
-1.81%ARES CAPITAL CORP
Shares22.1K
Event2026-06-30
Filed2026-07-09
PPG
31.95%PPG INDS INC
Shares3.4K
Event2026-06-30
Filed2026-07-09
PRU
1.32%PRUDENTIAL FINL INC
Shares3.8K
Event2026-06-30
Filed2026-07-09
ODFL
-3.28%OLD DOMINION FREIGHT LINE IN
Shares1.9K
Event2026-06-30
Filed2026-07-09
ORLY
-70.93%OREILLY AUTOMOTIVE INC
Shares4.3K
Event2026-06-30
Filed2026-07-09
ABT
-60.88%ABBOTT LABORATORIES
Shares4.3K
Event2026-06-30
Filed2026-07-09
IJH
-53.48%ISHARES TR
Shares5.1K
Event2026-06-30
Filed2026-07-09
DIS
0.84%DISNEY WALT CO
Shares4.1K
Event2026-06-30
Filed2026-07-09
3M CO
-55.69%3M CO
Shares2.4K
Event2026-06-30
Filed2026-07-09
DIV
85.45%GLOBAL X FDS
Shares20.4K
Event2026-06-30
Filed2026-07-09
BA
-45.86%BOEING CO
Shares1.8K
Event2026-06-30
Filed2026-07-09
BSV
-0.80%VANGUARD BD INDEX FDS
Shares5.0K
Event2026-06-30
Filed2026-07-09
FCAL
0.40%FIRST TR EXCH TRADED FD III
Shares7.8K
Event2026-06-30
Filed2026-07-09
AAON
NewAAON INC
Shares3.1K
Event2026-06-30
Filed2026-07-09
DJD
NewINVESCO EXCHANGE TRADED FD T
Shares6.1K
Event2026-06-30
Filed2026-07-09
EMLP
10.52%FIRST TR EXCHANGE-TRADED FD
Shares8.8K
Event2026-06-30
Filed2026-07-09
EFV
-20.36%ISHARES TR
Shares5.0K
Event2026-06-30
Filed2026-07-09
NLR
3.19%VANECK ETF TRUST
Shares3.3K
Event2026-06-30
Filed2026-07-09
FCNCA
-2.14%FIRST CTZNS BANCSHARES INC D
Shares183
Event2026-06-30
Filed2026-07-09
TMO
-38.56%THERMO FISHER SCIENTIFIC INC
Shares757
Event2026-06-30
Filed2026-07-09
ECL
-34.80%ECOLAB INC
Shares1.4K
Event2026-06-30
Filed2026-07-09
ADPV
-0.69%SERIES PORTFOLIOS TR
Shares7.7K
Event2026-06-30
Filed2026-07-09
ADVANCED ENERGY INDS
NewADVANCED ENERGY INDS
Shares1.0K
Event2026-06-30
Filed2026-07-09
JQC
56.06%NUVEEN CR STRATEGIES INCOME
Shares76.6K
Event2026-06-30
Filed2026-07-09
EQIX
-3.00%EQUINIX INC
Shares356
Event2026-06-30
Filed2026-07-09
VOT
-29.63%VANGUARD INDEX FDS
Shares1.2K
Event2026-06-30
Filed2026-07-09
SOXL
NewDIREXION SHARES ETF TRUST
Shares1.4K
Event2026-06-30
Filed2026-07-09
BNDX
-22.25%VANGUARD CHARLOTTE FDS
Shares7.5K
Event2026-06-30
Filed2026-07-09
IVR
NewINVESCO MORTGAGE CAPITAL INC
Shares46.0K
Event2026-06-30
Filed2026-07-09
USB
-60.88%US BANCORP
Shares6.0K
Event2026-06-30
Filed2026-07-09
ADOBE INC
-8.43%ADOBE INC
Shares1.8K
Event2026-06-30
Filed2026-07-09
BMEZ
-11.93%BLACKROCK HEALTH SCIENCES TE
Shares23.4K
Event2026-06-30
Filed2026-07-09
MPWR
NewMONOLITHIC PWR SYS INC
Shares259
Event2026-06-30
Filed2026-07-09
HHH
0.00%HOWARD HUGHES HOLDINGS INC
Shares5.0K
Event2026-06-30
Filed2026-07-09
ISHARES TR
36.39%ISHARES TR
Shares3.6K
Event2026-06-30
Filed2026-07-09
TGT
-14.80%TARGET CORP
Shares2.7K
Event2026-06-30
Filed2026-07-09
PSX
-15.89%PHILLIPS 66
Shares2.1K
Event2026-06-30
Filed2026-07-09
PWV
16.53%INVESCO EXCHANGE TRADED FD T
Shares4.6K
Event2026-06-30
Filed2026-07-09
PNC
-25.59%PNC FINL SVCS GROUP INC
Shares1.4K
Event2026-06-30
Filed2026-07-09
BIV
0.00%VANGUARD BD INDEX FDS
Shares4.5K
Event2026-06-30
Filed2026-07-09
UNP
-3.69%UNION PAC CORP
Shares1.3K
Event2026-06-30
Filed2026-07-09
AVEM
1.91%AMERICAN CENTY ETF TR
Shares3.6K
Event2026-06-30
Filed2026-07-09
ED
-13.85%CONSOLIDATED EDISON INC
Shares3.1K
Event2026-06-30
Filed2026-07-09
IBN
-0.07%ICICI BANK LIMITED
Shares11.8K
Event2026-06-30
Filed2026-07-09
CHUBB LIMITED
-54.24%CHUBB LIMITED
Shares1.0K
Event2026-06-30
Filed2026-07-09
ECG
-34.98%EVERUS CONSTR GROUP
Shares2.1K
Event2026-06-30
Filed2026-07-09
NPCT
-18.23%NUVEEN CORE PLUS IMPACT FUND
Shares33.0K
Event2026-06-30
Filed2026-07-09
HELO
48.12%J P MORGAN EXCHANGE TRADED F
Shares4.9K
Event2026-06-30
Filed2026-07-09
GBTC
-20.46%GRAYSCALE BITCOIN TRUST ETF
Shares7.3K
Event2026-06-30
Filed2026-07-09
OKE
-38.87%ONEOK INC NEW
Shares3.8K
Event2026-06-30
Filed2026-07-09
VCSH
10.32%VANGUARD SCOTTSDALE FDS
Shares4.2K
Event2026-06-30
Filed2026-07-09
CORTEVA INC
-28.99%CORTEVA INC
Shares3.9K
Event2026-06-30
Filed2026-07-09
DFIS
0.46%DIMENSIONAL ETF TRUST
Shares9.3K
Event2026-06-30
Filed2026-07-09
TTM TECHNOLOGIES INC
NewTTM TECHNOLOGIES INC
Shares1.7K
Event2026-06-30
Filed2026-07-09
MMCA
44.79%NEW YORK LIFE INVTS ACTIVE E
Shares14.9K
Event2026-06-30
Filed2026-07-09
SIXG
-32.19%ETF SER SOLUTIONS
Shares3.4K
Event2026-06-30
Filed2026-07-09
ARR
0.00%ARMOUR RESIDENTIAL REIT INC
Shares18.1K
Event2026-06-30
Filed2026-07-09
ILF
-16.64%ISHARES TR
Shares9.4K
Event2026-06-30
Filed2026-07-09
O
-0.20%REALTY INCOME CORP
Shares5.1K
Event2026-06-30
Filed2026-07-09
IYF
2.41%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-09
ADAM NAT RES FD INC
0.00%ADAM NAT RES FD INC
Shares12.6K
Event2026-06-30
Filed2026-07-09
NXP SEMICONDUCTORS N V
-6.77%NXP SEMICONDUCTORS N V
Shares1.1K
Event2026-06-30
Filed2026-07-09
AIQ
NewGLOBAL X FDS
Shares4.7K
Event2026-06-30
Filed2026-07-09
MXL
NewMAXLINEAR INC
Shares2.4K
Event2026-06-30
Filed2026-07-09
CIEN
-42.62%CIENA CORP
Shares626
Event2026-06-30
Filed2026-07-09
APH
-14.75%AMPHENOL CORP
Shares1.7K
Event2026-06-30
Filed2026-07-09
BOXX
0.00%EA SERIES TRUST
Shares2.6K
Event2026-06-30
Filed2026-07-09
DOMINOS PIZZA INC
-2.29%DOMINOS PIZZA INC
Shares1.0K
Event2026-06-30
Filed2026-07-09
FNDA
0.15%SCHWAB STRATEGIC TR
Shares7.9K
Event2026-06-30
Filed2026-07-09
ICSH
43.76%ISHARES TR
Shares5.9K
Event2026-06-30
Filed2026-07-09
BALI
NewBLACKROCK ETF TRUST
Shares8.8K
Event2026-06-30
Filed2026-07-09
Q
-39.04%QNITY ELECTRONICS INC
Shares1.8K
Event2026-06-30
Filed2026-07-09
CLM
37.18%CORNERSTONE STRATEGIC INVEST
Shares39.2K
Event2026-06-30
Filed2026-07-09
JRI
-5.98%NUVEEN REAL ASSET INCOME & G
Shares22.8K
Event2026-06-30
Filed2026-07-09
SPMO
-2.09%INVESCO EXCH TRADED FD TR II
Shares1.8K
Event2026-06-30
Filed2026-07-09
SCHW
-60.39%SCHWAB CHARLES CORP
Shares3.2K
Event2026-06-30
Filed2026-07-09
JQUA
1.83%J P MORGAN EXCHANGE TRADED F
Shares4.1K
Event2026-06-30
Filed2026-07-09
IUSB
-23.53%ISHARES TR
Shares6.4K
Event2026-06-30
Filed2026-07-09
VOE
-31.28%VANGUARD INDEX FDS
Shares1.5K
Event2026-06-30
Filed2026-07-09
VANGUARD WELLESLEY INCOME FD
NewVANGUARD WELLESLEY INCOME FD
Shares4.6K
Event2026-06-30
Filed2026-07-09
VGI
-14.72%VIRTUS GLOBAL MULTI-SECTOR I
Shares39.0K
Event2026-06-30
Filed2026-07-09
SYY
-1.44%SYSCO CORP
Shares3.5K
Event2026-06-30
Filed2026-07-09
VUSB
0.00%VANGUARD BD INDEX FDS
Shares5.8K
Event2026-06-30
Filed2026-07-09
AES CORP
-6.64%AES CORP
Shares19.9K
Event2026-06-30
Filed2026-07-09
UPS
-36.66%UNITED PARCEL SVCS INC
Shares2.7K
Event2026-06-30
Filed2026-07-09
AFFIRM HLDGS INC
NewAFFIRM HLDGS INC
Shares3.6K
Event2026-06-30
Filed2026-07-09
BCAT
16.87%BLACKROCK CAP ALLOCATION TER
Shares18.1K
Event2026-06-30
Filed2026-07-09
BKH
6.26%BLACK HILLS CORP
Shares3.9K
Event2026-06-30
Filed2026-07-09
NHS
14.40%NEUBERGER HIGH YIELD ST FD I
Shares45.7K
Event2026-06-30
Filed2026-07-09
SPLV
-1.18%INVESCO EXCH TRADED FD TR II
Shares3.8K
Event2026-06-30
Filed2026-07-09
SSRM
0.00%SSR MINING IN
Shares10.0K
Event2026-06-30
Filed2026-07-09
SRE
-30.80%SEMPRA
Shares3.0K
Event2026-06-30
Filed2026-07-09
EGP
0.00%EASTGROUP PPTYS INC
Shares1.4K
Event2026-06-30
Filed2026-07-09
FTNY
0.99%PUTNAM ETF TRUST
Shares35.0K
Event2026-06-30
Filed2026-07-09
BUI
0.02%BLACKROCK UTILS INFRASTRUCTU
Shares9.6K
Event2026-06-30
Filed2026-07-09
QDF
21.59%FLEXSHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-09
DMO
-17.24%WESTERN ASSET MTG DEFINED OP
Shares25.9K
Event2026-06-30
Filed2026-07-09
AKRE
0.00%PROFESIONALLY MANAGED PORTFO
Shares5.2K
Event2026-06-30
Filed2026-07-09
MET
0.99%METLIFE INC
Shares3.3K
Event2026-06-30
Filed2026-07-09
EIX
-2.18%EDISON INTL
Shares3.7K
Event2026-06-30
Filed2026-07-09
MRSK
NewNORTHERN LIGHTS FD TR
Shares7.1K
Event2026-06-30
Filed2026-07-09
HASI
0.10%HA SUSTAINABLE INFRA CAP INC
Shares7.0K
Event2026-06-30
Filed2026-07-09
FTCS
-19.25%FIRST TR EXCHANGE-TRADED FD
Shares2.9K
Event2026-06-30
Filed2026-07-09
TLTE
17.78%FLEXSHARES TR
Shares3.5K
Event2026-06-30
Filed2026-07-09
SOLS
NewSOLSTICE ADVANCED MATLS INC
Shares3.1K
Event2026-06-30
Filed2026-07-09
VPU
-7.88%VANGUARD WORLD FD
Shares1.4K
Event2026-06-30
Filed2026-07-09
ARMP
0.00%ARMATA PHARMACEUTICALS INC
Shares41.5K
Event2026-06-30
Filed2026-07-09
AHH
NewAH RLTY TR INC
Shares37.6K
Event2026-06-30
Filed2026-07-09
BBIN
-0.47%J P MORGAN EXCHANGE TRADED F
Shares3.4K
Event2026-06-30
Filed2026-07-09
QUBT
0.00%QUANTUM COMPUTING INC
Shares27.4K
Event2026-06-30
Filed2026-07-09
ISRG
-67.00%INTUITIVE SURGICAL INC
Shares668
Event2026-06-30
Filed2026-07-09
KRE
-2.36%SPDR SERIES TRUST
Shares3.5K
Event2026-06-30
Filed2026-07-09
PCY
0.71%INVESCO EXCH TRADED FD TR II
Shares12.1K
Event2026-06-30
Filed2026-07-09
FNDX
-0.20%SCHWAB STRATEGIC TR
Shares8.5K
Event2026-06-30
Filed2026-07-09
MMC
-5.21%MARSH & MCLENNAN COS INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
XLP
-0.29%SELECT SECTOR SPDR TR
Shares3.1K
Event2026-06-30
Filed2026-07-09
RDDT
NewREDDIT INC
Shares1.5K
Event2026-06-30
Filed2026-07-09
RPM
0.00%RPM INTL INC
Shares2.3K
Event2026-06-30
Filed2026-07-09
AGX
-31.03%ARGAN INC
Shares320
Event2026-06-30
Filed2026-07-09
VVR
27.88%INVESCO SR INCOME TR
Shares84.8K
Event2026-06-30
Filed2026-07-09
SPOTIFY TECHNOLOGY S A
-60.09%SPOTIFY TECHNOLOGY S A
Shares554
Event2026-06-30
Filed2026-07-09
ARM
NewARM HOLDINGS PLC
Shares713
Event2026-06-30
Filed2026-07-09
RIV
4.05%RIVERNORTH OPPORTUNITIES FD
Shares21.6K
Event2026-06-30
Filed2026-07-09
TQQQ
NewPROSHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-09
FBND
0.24%FIDELITY MERRIMACK STR TR
Shares5.4K
Event2026-06-30
Filed2026-07-09
MSI
-6.91%MOTOROLA SOLUTIONS INC
Shares593
Event2026-06-30
Filed2026-07-09
YUM
-17.85%YUM BRANDS INC
Shares1.5K
Event2026-06-30
Filed2026-07-09
AWK
-17.57%AMERICAN WTR WKS CO INC NEW
Shares1.9K
Event2026-06-30
Filed2026-07-09
DSL
36.79%DOUBLELINE INCOME SOLUTIONS
Shares22.2K
Event2026-06-30
Filed2026-07-09
NOC
-27.42%NORTHROP GRUMMAN CORP
Shares479
Event2026-06-30
Filed2026-07-09
DGX
-31.06%QUEST DIAGNOSTICS INC
Shares1.1K
Event2026-06-30
Filed2026-07-09
PJT
-19.89%PJT PARTNERS INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
MICROCHIP TECHNOLOGY INC.
-51.68%MICROCHIP TECHNOLOGY INC.
Shares2.7K
Event2026-06-30
Filed2026-07-09
IWO
NewISHARES TR
Shares617
Event2026-06-30
Filed2026-07-09
DSU
3.64%BLACKROCK DEBT STRATEGIES FD
Shares24.6K
Event2026-06-30
Filed2026-07-09
THRO
-4.35%BLACKROCK ETF TRUST
Shares5.5K
Event2026-06-30
Filed2026-07-09
EXC
-2.43%EXELON CORP
Shares5.1K
Event2026-06-30
Filed2026-07-09
BDX
8.49%BECTON DICKINSON & CO
Shares1.5K
Event2026-06-30
Filed2026-07-09
DOV
-0.57%DOVER CORP
Shares1.0K
Event2026-06-30
Filed2026-07-09
EZM
0.00%WISDOMTREE TR
Shares3.1K
Event2026-06-30
Filed2026-07-09
SNY
5.96%SANOFI SA
Shares5.5K
Event2026-06-30
Filed2026-07-09
SFST
-52.42%SOUTHERN FIRST BANCSHARES
Shares3.8K
Event2026-06-30
Filed2026-07-09
APPLOVIN CORP
-63.56%APPLOVIN CORP
Shares450
Event2026-06-30
Filed2026-07-09
BDJ
1.21%BLACKROCK ENHANCED EQUITY DI
Shares24.2K
Event2026-06-30
Filed2026-07-09
DFAS
NewDIMENSIONAL ETF TRUST
Shares2.8K
Event2026-06-30
Filed2026-07-09
QUIZ
NewZACKS TRUST
Shares7.9K
Event2026-06-30
Filed2026-07-09
HUBB
-78.65%HUBBELL INC
Shares440
Event2026-06-30
Filed2026-07-09
RSP
-83.33%INVESCO EXCHANGE TRADED FD T
Shares1.1K
Event2026-06-30
Filed2026-07-09
GIS
10.39%GENERAL MILLS INC
Shares6.6K
Event2026-06-30
Filed2026-07-09
IWP
-33.87%ISHARES TR
Shares1.6K
Event2026-06-30
Filed2026-07-09
VONG
-28.82%VANGUARD SCOTTSDALE FDS
Shares1.8K
Event2026-06-30
Filed2026-07-09
BKLN
0.00%INVESCO EXCH TRADED FD TR II
Shares11.1K
Event2026-06-30
Filed2026-07-09
FVD
-6.01%FIRST TR EXCHANGE-TRADED FD
Shares4.7K
Event2026-06-30
Filed2026-07-09
TEI
-7.38%TEMPLETON EMERGING MKTS INCO
Shares33.5K
Event2026-06-30
Filed2026-07-09
COF
-3.43%CAPITAL ONE FINL CORP
Shares1.1K
Event2026-06-30
Filed2026-07-09
PTF
NewINVESCO EXCHANGE TRADED FD T
Shares1.7K
Event2026-06-30
Filed2026-07-09
ATFV
NewTHE ALGER ETF TRUST
Shares5.4K
Event2026-06-30
Filed2026-07-09
CWB
-76.93%SPDR SERIES TRUST
Shares2.1K
Event2026-06-30
Filed2026-07-09
NXG
NewNXG NEXTGEN INFRASTR INCM FD
Shares3.4K
Event2026-06-30
Filed2026-07-09
MRNA
NewMODERNA INC
Shares3.2K
Event2026-06-30
Filed2026-07-09
ATO
-1.23%ATMOS ENERGY CORP
Shares1.3K
Event2026-06-30
Filed2026-07-09
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available