Sponsored
The Analysis of SILVER OAK SECURITIES, INCORPORATED's Holdings & P&L
Currently, SILVER OAK SECURITIES, INCORPORATED holds 830 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in CFO (+295.6K shares, valued at $23.7M), IJS (+92.2K shares, valued at $12.6M), QQQ (+16.7K shares, valued at $12.3M); decreased their positions in TFLO (-50.3K shares, valued at $2.5M), FTCS (-26.0K shares, valued at $2.4M), SCHD (-75.1K shares, valued at $2.4M); initiated new positions in CFO (+295.6K shares, valued at $23.7M), IJS (+92.2K shares, valued at $12.6M), VFLO (+243.3K shares, valued at $11.1M).
1M P&L
-5.2M-0.35%
3M P&L
+10.8M+0.74%
HY P&L
+11.5M+0.79%
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/A1.1B
75.0%
2Semiconductors64.1M
4.2%
3Consumer Electronics33.0M
2.2%
Top Industries by Stock Count
1N/A492 stocks
64.1%
2Software - Application13 stocks
1.7%
3Aerospace & Defense11 stocks
1.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP16.7K sharesnew addition2026-06-302026-08-07
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CGUS
5.51%CAPITAL GROUP CORE EQUITY ET
Shares990.9K
Event2026-06-30
Filed2026-08-07
FTCS
-6.30%FIRST TR EXCHANGE-TRADED FD
Shares386.7K
Event2026-06-30
Filed2026-08-07
CDC
-1.48%VICTORY PORTFOLIOS II
Shares460.4K
Event2026-06-30
Filed2026-08-07
CGDV
6.59%CAPITAL GROUP DIVIDEND VALUE
Shares689.3K
Event2026-06-30
Filed2026-08-07
AAPL
1.34%APPLE INC
Shares114.0K
Event2026-06-30
Filed2026-08-07
NVDA
8.16%NVIDIA CORPORATION
Shares136.9K
Event2026-06-30
Filed2026-08-07
QQQ
92.47%INVESCO QQQ TR
Shares34.7K
Event2026-06-30
Filed2026-08-07
RDVY
9.82%FIRST TR EXCHANGE TRADED FD
Shares296.6K
Event2026-06-30
Filed2026-08-07
CFO
NewVICTORY PORTFOLIOS II
Shares295.6K
Event2026-06-30
Filed2026-08-07
CAT
11.88%CATERPILLAR INC
Shares20.2K
Event2026-06-30
Filed2026-08-07
PVAL
3.15%PUTNAM ETF TRUST
Shares417.1K
Event2026-06-30
Filed2026-08-07
VANGUARD INDEX FDS
4.66%VANGUARD INDEX FDS
Shares57.1K
Event2026-06-30
Filed2026-08-07
FBND
1.41%FIDELITY MERRIMACK STR TR
Shares409.8K
Event2026-06-30
Filed2026-08-07
PTL
3.31%NORTHERN LTS FD TR IV
Shares64.7K
Event2026-06-30
Filed2026-08-07
FEX
-2.04%FIRST TR EXCHANGE-TRADED ALP
Shares131.9K
Event2026-06-30
Filed2026-08-07
XHLF
-9.85%BONDBLOXX ETF TRUST
Shares348.6K
Event2026-06-30
Filed2026-08-07
JAAA
3.92%JANUS DETROIT STR TR
Shares346.3K
Event2026-06-30
Filed2026-08-07
STATE STR SPDR S&P 500 ETF T
13.43%STATE STR SPDR S&P 500 ETF T
Shares21.5K
Event2026-06-30
Filed2026-08-07
AMZN
-0.84%AMAZON COM INC
Shares65.0K
Event2026-06-30
Filed2026-08-07
SPYG
-0.61%SPDR SERIES TRUST
Shares127.4K
Event2026-06-30
Filed2026-08-07
RDVI
5.96%FIRST TR EXCHANGE-TRADED FD
Shares514.3K
Event2026-06-30
Filed2026-08-07
AVUV
-1.57%AMERICAN CENTY ETF TR
Shares116.7K
Event2026-06-30
Filed2026-08-07
CGGO
0.24%CAPITAL GROUP GBL GROWTH EQT
Shares338.7K
Event2026-06-30
Filed2026-08-07
ACIO
4.55%ETF SER SOLUTIONS
Shares306.8K
Event2026-06-30
Filed2026-08-07
BND
10.26%VANGUARD BD INDEX FDS
Shares191.6K
Event2026-06-30
Filed2026-08-07
QQQM
-2.90%INVESCO EXCH TRADED FD TR II
Shares45.0K
Event2026-06-30
Filed2026-08-07
OUNZ
3.61%VANECK MERK GOLD ETF
Shares334.7K
Event2026-06-30
Filed2026-08-07
BROADCOM INC
4.15%BROADCOM INC
Shares34.0K
Event2026-06-30
Filed2026-08-07
IJS
NewISHARES TR
Shares92.2K
Event2026-06-30
Filed2026-08-07
IWM
5155.05%ISHARES TR
Shares41.6K
Event2026-06-30
Filed2026-08-07
TSM
-0.45%TAIWAN SEMICONDUCTOR MANUFAC
Shares25.4K
Event2026-06-30
Filed2026-08-07
BIL
5.77%SPDR SERIES TRUST
Shares131.6K
Event2026-06-30
Filed2026-08-07
GOOGL
1.59%ALPHABET INC
Shares33.2K
Event2026-06-30
Filed2026-08-07
VFLO
NewVICTORY PORTFOLIOS II
Shares243.3K
Event2026-06-30
Filed2026-08-07
CFA
-0.24%VICTORY PORTFOLIOS II
Shares112.5K
Event2026-06-30
Filed2026-08-07
DRSK
5.66%ETF SER SOLUTIONS
Shares377.2K
Event2026-06-30
Filed2026-08-07
MSFT
0.64%MICROSOFT CORP
Shares29.0K
Event2026-06-30
Filed2026-08-07
IDMO
1.98%INVESCO EXCH TRADED FD TR II
Shares174.8K
Event2026-06-30
Filed2026-08-07
SCHD
-18.85%SCHWAB STRATEGIC TR
Shares323.3K
Event2026-06-30
Filed2026-08-07
TFLO
-20.52%ISHARES TR
Shares194.9K
Event2026-06-30
Filed2026-08-07
IVW
43.81%ISHARES TR
Shares67.8K
Event2026-06-30
Filed2026-08-07
SHY
8.49%ISHARES TR
Shares110.5K
Event2026-06-30
Filed2026-08-07
VEA
6.31%VANGUARD TAX-MANAGED FDS
Shares121.0K
Event2026-06-30
Filed2026-08-07
MU
11.18%MICRON TECHNOLOGY INC
Shares6.9K
Event2026-06-30
Filed2026-08-07
IDUB
4.21%ETF SER SOLUTIONS
Shares276.6K
Event2026-06-30
Filed2026-08-07
XLK
25.84%SELECT SECTOR SPDR TR
Shares39.3K
Event2026-06-30
Filed2026-08-07
BRK.B
-8.67%BERKSHIRE HATHAWAY INC DEL
Shares14.8K
Event2026-06-30
Filed2026-08-07
SPTS
4.39%SPDR SERIES TRUST
Shares253.2K
Event2026-06-30
Filed2026-08-07
SPMO
120.78%INVESCO EXCH TRADED FD TR II
Shares44.8K
Event2026-06-30
Filed2026-08-07
WWJD
14.45%NORTHERN LTS FD TR IV
Shares176.0K
Event2026-06-30
Filed2026-08-07
WMT
3.55%WALMART INC
Shares59.2K
Event2026-06-30
Filed2026-08-07
ABBVIE INC
117.86%ABBVIE INC
Shares25.5K
Event2026-06-30
Filed2026-08-07
GLD
2.06%SPDR GOLD TR
Shares17.2K
Event2026-06-30
Filed2026-08-07
IOO
2.16%ISHARES TR
Shares45.9K
Event2026-06-30
Filed2026-08-07
INTC
35.41%INTEL CORP
Shares44.3K
Event2026-06-30
Filed2026-08-07
KLAC
942.64%KLA CORP
Shares20.3K
Event2026-06-30
Filed2026-08-07
DUBS
3.98%ETF SER SOLUTIONS
Shares146.4K
Event2026-06-30
Filed2026-08-07
MGK
362.70%VANGUARD WORLD FD
Shares67.2K
Event2026-06-30
Filed2026-08-07
AMD
-2.91%ADVANCED MICRO DEVICES INC
Shares10.1K
Event2026-06-30
Filed2026-08-07
ADME
5.03%ETF SER SOLUTIONS
Shares105.1K
Event2026-06-30
Filed2026-08-07
PTRB
13.44%PGIM ETF TR
Shares138.4K
Event2026-06-30
Filed2026-08-07
SPDR SERIES TRUST
14.57%SPDR SERIES TRUST
Shares64.6K
Event2026-06-30
Filed2026-08-07
CGDG
23.67%CAPITAL GROUP DIVIDEND GROWE
Shares151.3K
Event2026-06-30
Filed2026-08-07
LLY
7.41%ELI LILLY & CO
Shares4.6K
Event2026-06-30
Filed2026-08-07
VOO
7.70%VANGUARD INDEX FDS
Shares8.0K
Event2026-06-30
Filed2026-08-07
VPLS
12.40%VANGUARD MALVERN FDS
Shares70.4K
Event2026-06-30
Filed2026-08-07
FEOE
48.53%RBB FUND TRUST
Shares101.6K
Event2026-06-30
Filed2026-08-07
REGL
2.09%PROSHARES TR
Shares58.1K
Event2026-06-30
Filed2026-08-07
SPHQ
-2.35%INVESCO EXCHANGE TRADED FD T
Shares58.5K
Event2026-06-30
Filed2026-08-07
CGMS
3.16%CAPITAL GRP FIXED INCM ETF T
Shares190.7K
Event2026-06-30
Filed2026-08-07
AIRR
45.69%FIRST TR EXCHANGE TRADED FD
Shares38.8K
Event2026-06-30
Filed2026-08-07
XSVN
1.53%BONDBLOXX ETF TRUST
Shares108.8K
Event2026-06-30
Filed2026-08-07
USFR
-3.23%WISDOMTREE TR
Shares101.7K
Event2026-06-30
Filed2026-08-07
IWF
496.38%ISHARES TR
Shares41.0K
Event2026-06-30
Filed2026-08-07
GOOG
6.07%ALPHABET INC
Shares14.4K
Event2026-06-30
Filed2026-08-07
OSCV
9.74%ETF SER SOLUTIONS
Shares120.2K
Event2026-06-30
Filed2026-08-07
J P MORGAN EXCHANGE TRADED F
13.74%J P MORGAN EXCHANGE TRADED F
Shares82.0K
Event2026-06-30
Filed2026-08-07
IJR
5.19%ISHARES TR
Shares33.2K
Event2026-06-30
Filed2026-08-07
SPYV
-9.29%SPDR SERIES TRUST
Shares80.7K
Event2026-06-30
Filed2026-08-07
SCHG
-19.99%SCHWAB STRATEGIC TR
Shares142.3K
Event2026-06-30
Filed2026-08-07
META PLATFORMS INC
1.56%META PLATFORMS INC
Shares8.3K
Event2026-06-30
Filed2026-08-07
MTUM
600.41%ISHARES TR
Shares13.6K
Event2026-06-30
Filed2026-08-07
FIX
8.60%COMFORT SYS USA INC
Shares2.3K
Event2026-06-30
Filed2026-08-07
JMOM
129.47%J P MORGAN EXCHANGE TRADED F
Shares52.2K
Event2026-06-30
Filed2026-08-07
FNDE
6.54%SCHWAB STRATEGIC TR
Shares111.7K
Event2026-06-30
Filed2026-08-07
JPMORGAN CHASE & CO
-0.45%JPMORGAN CHASE & CO
Shares13.4K
Event2026-06-30
Filed2026-08-07
SELECT SECTOR SPDR TR
7.72%SELECT SECTOR SPDR TR
Shares95.2K
Event2026-06-30
Filed2026-08-07
FVD
-13.82%FIRST TR EXCHANGE-TRADED FD
Shares88.2K
Event2026-06-30
Filed2026-08-07
TSLA
22.94%TESLA INC
Shares9.6K
Event2026-06-30
Filed2026-08-07
VTV
7.23%VANGUARD INDEX FDS
Shares18.6K
Event2026-06-30
Filed2026-08-07
SGOV
111.32%ISHARES TR
Shares39.2K
Event2026-06-30
Filed2026-08-07
CGGR
1.08%CAPITAL GROUP GROWTH ETF
Shares81.9K
Event2026-06-30
Filed2026-08-07
DEFR
5.97%ETF SER SOLUTIONS
Shares142.8K
Event2026-06-30
Filed2026-08-07
JUCY
6.71%ETF SER SOLUTIONS
Shares169.1K
Event2026-06-30
Filed2026-08-07
SDVY
12.71%FIRST TR EXCHANGE TRADED FD
Shares85.9K
Event2026-06-30
Filed2026-08-07
FDVV
-17.10%FIDELITY COVINGTON TRUST
Shares61.5K
Event2026-06-30
Filed2026-08-07
PG
-0.97%PROCTER & GAMBLE CO
Shares25.2K
Event2026-06-30
Filed2026-08-07
APH
10.52%AMPHENOL CORP
Shares20.8K
Event2026-06-30
Filed2026-08-07
SLV
35.33%ISHARES SILVER TR
Shares68.4K
Event2026-06-30
Filed2026-08-07
BIBL
0.26%NORTHERN LTS FD TR IV
Shares63.0K
Event2026-06-30
Filed2026-08-07
OPER
0.57%ETF SER SOLUTIONS
Shares35.7K
Event2026-06-30
Filed2026-08-07
ISMD
7.06%NORTHERN LTS FD TR IV
Shares70.9K
Event2026-06-30
Filed2026-08-07
IBKR
-4.80%INTERACTIVE BROKERS GROUP IN
Shares40.4K
Event2026-06-30
Filed2026-08-07
RECS
-3.07%COLUMBIA ETF TR I
Shares81.1K
Event2026-06-30
Filed2026-08-07
TDIV
4.28%FIRST TR EXCHANGE TRADED FD
Shares30.5K
Event2026-06-30
Filed2026-08-07
COSTCO WHOLESALE CORPORATION
0.27%COSTCO WHOLESALE CORPORATION
Shares3.7K
Event2026-06-30
Filed2026-08-07
PANW
15.83%PALO ALTO NETWORKS INC
Shares10.2K
Event2026-06-30
Filed2026-08-07
ISHARES TR
-4.35%ISHARES TR
Shares4.6K
Event2026-06-30
Filed2026-08-07
AVUS
-6.10%AMERICAN CENTY ETF TR
Shares26.3K
Event2026-06-30
Filed2026-08-07
IYW
13.02%ISHARES TR
Shares13.3K
Event2026-06-30
Filed2026-08-07
VONG
-0.14%VANGUARD SCOTTSDALE FDS
Shares26.0K
Event2026-06-30
Filed2026-08-07
JIRE
-14.78%J P MORGAN EXCHANGE TRADED F
Shares40.2K
Event2026-06-30
Filed2026-08-07
RSP
16.56%INVESCO EXCHANGE TRADED FD T
Shares15.4K
Event2026-06-30
Filed2026-08-07
NLR
4.61%VANECK ETF TRUST
Shares28.2K
Event2026-06-30
Filed2026-08-07
FLRT
28.44%PACER FDS TR
Shares69.9K
Event2026-06-30
Filed2026-08-07
BUFR
12.16%FIRST TR EXCHNG TRADED FD VI
Shares88.0K
Event2026-06-30
Filed2026-08-07
STRATEGY SHS
31.79%STRATEGY SHS
Shares111.4K
Event2026-06-30
Filed2026-08-07
LVHI
-41.32%LEGG MASON ETF INVT
Shares78.0K
Event2026-06-30
Filed2026-08-07
LMBS
10.98%FIRST TR EXCHANGE-TRADED FD
Shares63.4K
Event2026-06-30
Filed2026-08-07
VWO
7.23%VANGUARD INTL EQUITY INDEX F
Shares52.9K
Event2026-06-30
Filed2026-08-07
FLTR
12.08%VANECK ETF TRUST
Shares121.3K
Event2026-06-30
Filed2026-08-07
LRCX
2.82%LAM RESEARCH CORP
Shares7.1K
Event2026-06-30
Filed2026-08-07
BSV
-1.56%VANGUARD BD INDEX FDS
Shares39.2K
Event2026-06-30
Filed2026-08-07
TRFK
323.32%PACER FDS TR
Shares28.6K
Event2026-06-30
Filed2026-08-07
IJH
-3.96%ISHARES TR
Shares39.0K
Event2026-06-30
Filed2026-08-07
JTEK
19.09%J P MORGAN EXCHANGE TRADED F
Shares26.7K
Event2026-06-30
Filed2026-08-07
RTX CORPORATION
-22.29%RTX CORPORATION
Shares15.3K
Event2026-06-30
Filed2026-08-07
HWM
7.33%HOWMET AEROSPACE INC
Shares10.8K
Event2026-06-30
Filed2026-08-07
SCHP
1.49%SCHWAB STRATEGIC TR
Shares108.9K
Event2026-06-30
Filed2026-08-07
UPSD
15.03%ETF SER SOLUTIONS
Shares101.6K
Event2026-06-30
Filed2026-08-07
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares16.7K
Event2026-06-30
Filed2026-08-07
AVIG
2.10%AMERICAN CENTY ETF TR
Shares68.7K
Event2026-06-30
Filed2026-08-07
VISA INC
-2.38%VISA INC
Shares8.3K
Event2026-06-30
Filed2026-08-07
IYR
3.24%ISHARES TR
Shares27.6K
Event2026-06-30
Filed2026-08-07
DGT
-0.19%SPDR SERIES TRUST
Shares15.2K
Event2026-06-30
Filed2026-08-07
JNJ
-1.25%JOHNSON & JOHNSON
Shares10.8K
Event2026-06-30
Filed2026-08-07
CVX
0.18%CHEVRON CORPORATION
Shares16.5K
Event2026-06-30
Filed2026-08-07
CROWDSTRIKE HLDGS INC
3.57%CROWDSTRIKE HLDGS INC
Shares3.5K
Event2026-06-30
Filed2026-08-07
ONEQ
608.94%FIDELITY COMWLTH TR
Shares25.2K
Event2026-06-30
Filed2026-08-07
FNDX
887.10%SCHWAB STRATEGIC TR
Shares83.0K
Event2026-06-30
Filed2026-08-07
SOXX
14.05%ISHARES TR
Shares4.0K
Event2026-06-30
Filed2026-08-07
CWB
408.16%SPDR SERIES TRUST
Shares23.7K
Event2026-06-30
Filed2026-08-07
TSPA
-1.89%T ROWE PRICE EXCHANGE-TRADED
Shares52.5K
Event2026-06-30
Filed2026-08-07
ANET
-14.02%ARISTA NETWORKS INC
Shares14.4K
Event2026-06-30
Filed2026-08-07
RPV
-0.36%INVESCO EXCHANGE TRADED FD T
Shares21.3K
Event2026-06-30
Filed2026-08-07
IAU
22.31%ISHARES GOLD TR
Shares32.1K
Event2026-06-30
Filed2026-08-07
NEXTERA ENERGY INC
-2.07%NEXTERA ENERGY INC
Shares27.6K
Event2026-06-30
Filed2026-08-07
MGOV
12.04%FIRST TR EXCHANGE-TRADED FD
Shares119.1K
Event2026-06-30
Filed2026-08-07
KNG
1.75%FIRST TR EXCHANGE-TRADED FD
Shares46.3K
Event2026-06-30
Filed2026-08-07
STIP
-7.28%ISHARES TR
Shares22.8K
Event2026-06-30
Filed2026-08-07
NAT
-3.38%NORDIC AMERICAN TANKERS LIMI
Shares420.4K
Event2026-06-30
Filed2026-08-07
MO
0.56%ALTRIA GROUP INC
Shares32.1K
Event2026-06-30
Filed2026-08-07
BAC
-10.57%BANK OF AMER CORP
Shares40.3K
Event2026-06-30
Filed2026-08-07
SCHX
315.43%SCHWAB STRATEGIC TR
Shares76.8K
Event2026-06-30
Filed2026-08-07
HD
-26.74%HOME DEPOT INC
Shares6.4K
Event2026-06-30
Filed2026-08-07
AIS
NewTIDAL TRUST III
Shares26.2K
Event2026-06-30
Filed2026-08-07
PULS
1.36%PGIM ETF TR
Shares45.0K
Event2026-06-30
Filed2026-08-07
VOOG
5158.48%VANGUARD ADMIRAL FDS INC
Shares27.0K
Event2026-06-30
Filed2026-08-07
QMAR
275.86%FIRST TR EXCHNG TRADED FD VI
Shares58.7K
Event2026-06-30
Filed2026-08-07
GEV
11.63%GE VERNOVA INC
Shares1.8K
Event2026-06-30
Filed2026-08-07
PDBC
-0.84%INVESCO ACTVELY MNGD ETC FD
Shares131.1K
Event2026-06-30
Filed2026-08-07
SMH
71.37%VANECK ETF TRUST
Shares3.2K
Event2026-06-30
Filed2026-08-07
COKE
18.89%COCA COLA CONS INC
Shares10.8K
Event2026-06-30
Filed2026-08-07
T
-3.45%AT&T INC
Shares98.6K
Event2026-06-30
Filed2026-08-07
XLY
261.12%SELECT SECTOR SPDR TR
Shares17.3K
Event2026-06-30
Filed2026-08-07
SEAGATE TECHNOLOGY HLDNGS PL
-10.44%SEAGATE TECHNOLOGY HLDNGS PL
Shares2.1K
Event2026-06-30
Filed2026-08-07
SCHB
-3.39%SCHWAB STRATEGIC TR
Shares67.5K
Event2026-06-30
Filed2026-08-07
XLP
-21.28%SELECT SECTOR SPDR TR
Shares23.5K
Event2026-06-30
Filed2026-08-07
QUAL
-5.32%ISHARES TR
Shares8.9K
Event2026-06-30
Filed2026-08-07
VRIG
0.45%INVESCO ACTIVELY MANAGED EXC
Shares77.6K
Event2026-06-30
Filed2026-08-07
AHR
-1.13%AMERICAN HEALTHCARE REIT INC
Shares36.9K
Event2026-06-30
Filed2026-08-07
LRGF
NewISHARES TR
Shares25.4K
Event2026-06-30
Filed2026-08-07
DOGG
7.76%FIRST TR EXCHANGE-TRADED FD
Shares89.6K
Event2026-06-30
Filed2026-08-07
GNR
NewSPDR INDEX SHS FDS
Shares28.3K
Event2026-06-30
Filed2026-08-07
FNDF
13.76%SCHWAB STRATEGIC TR
Shares36.1K
Event2026-06-30
Filed2026-08-07
IBM
-6.91%INTERNATIONAL BUSINESS MACHS
Shares6.8K
Event2026-06-30
Filed2026-08-07
DUK
5.24%DUKE ENERGY CORP NEW
Shares15.0K
Event2026-06-30
Filed2026-08-07
SECT
1.69%NORTHERN LTS FD TR IV
Shares26.3K
Event2026-06-30
Filed2026-08-07
ACYN
NewFIRST TR EXCHANGE-TRADED FD
Shares90.1K
Event2026-06-30
Filed2026-08-07
LMT
9.27%LOCKHEED MARTIN CORP
Shares3.7K
Event2026-06-30
Filed2026-08-07
GLW
7.66%CORNING INC
Shares7.3K
Event2026-06-30
Filed2026-08-07
TER
12.93%TERADYNE INC
Shares3.8K
Event2026-06-30
Filed2026-08-07
CISCO SYS INC
7.29%CISCO SYS INC
Shares15.7K
Event2026-06-30
Filed2026-08-07
JQUA
-45.81%J P MORGAN EXCHANGE TRADED F
Shares25.5K
Event2026-06-30
Filed2026-08-07
BUYW
-0.33%NORTHERN LTS FD TR IV
Shares126.9K
Event2026-06-30
Filed2026-08-07
CRON
3.10%CRONOS GROUP INC
Shares656.0K
Event2026-06-30
Filed2026-08-07
AGZD
-5.36%WISDOMTREE TR
Shares80.6K
Event2026-06-30
Filed2026-08-07
DFIV
-4.20%DIMENSIONAL ETF TRUST
Shares33.5K
Event2026-06-30
Filed2026-08-07
TLT
NewISHARES TR
Shares20.6K
Event2026-06-30
Filed2026-08-07
GE
0.00%GE AEROSPACE
Shares4.7K
Event2026-06-30
Filed2026-08-07
MS
-3.89%MORGAN STANLEY
Shares8.3K
Event2026-06-30
Filed2026-08-07
VUG
237.97%VANGUARD INDEX FDS
Shares20.2K
Event2026-06-30
Filed2026-08-07
ANTERO MIDSTREAM CORP
4.99%ANTERO MIDSTREAM CORP
Shares74.7K
Event2026-06-30
Filed2026-08-07
FPE
-5.40%FIRST TR EXCH TRADED FD III
Shares94.1K
Event2026-06-30
Filed2026-08-07
PALANTIR TECHNOLOGIES INC
-20.17%PALANTIR TECHNOLOGIES INC
Shares14.2K
Event2026-06-30
Filed2026-08-07
WDC
10.88%WESTERN DIGITAL CORP
Shares2.6K
Event2026-06-30
Filed2026-08-07
DECK
16.88%DECKERS OUTDOOR CORP
Shares16.7K
Event2026-06-30
Filed2026-08-07
GS
1.05%GOLDMAN SACHS GROUP INC
Shares1.6K
Event2026-06-30
Filed2026-08-07
FNDA
-0.03%SCHWAB STRATEGIC TR
Shares43.4K
Event2026-06-30
Filed2026-08-07
ITOT
3.01%ISHARES TR
Shares10.0K
Event2026-06-30
Filed2026-08-07
JEPI
-25.20%J P MORGAN EXCHANGE TRADED F
Shares29.1K
Event2026-06-30
Filed2026-08-07
YJUN
-14.02%FIRST TR EXCHNG TRADED FD VI
Shares60.5K
Event2026-06-30
Filed2026-08-07
IWL
-11.20%ISHARES TR
Shares8.6K
Event2026-06-30
Filed2026-08-07
URI
-0.92%UNITED RENTALS INC
Shares1.4K
Event2026-06-30
Filed2026-08-07
C
3.92%CITIGROUP INC
Shares11.2K
Event2026-06-30
Filed2026-08-07
FDMO
NewFIDELITY COVINGTON TRUST
Shares15.9K
Event2026-06-30
Filed2026-08-07
DFAC
16.75%DIMENSIONAL ETF TRUST
Shares35.3K
Event2026-06-30
Filed2026-08-07
PH
0.13%PARKER-HANNIFIN CORP
Shares1.6K
Event2026-06-30
Filed2026-08-07
DFAT
-0.03%DIMENSIONAL ETF TRUST
Shares22.3K
Event2026-06-30
Filed2026-08-07
IMCG
-0.04%ISHARES TR
Shares15.7K
Event2026-06-30
Filed2026-08-07
SCHE
1.47%SCHWAB STRATEGIC TR
Shares42.6K
Event2026-06-30
Filed2026-08-07
FDL
-60.30%FIRST TR EXCHANGE-TRADED FD
Shares31.5K
Event2026-06-30
Filed2026-08-07
APPLIED MATLS INC
-1.17%APPLIED MATLS INC
Shares2.1K
Event2026-06-30
Filed2026-08-07
POCT
-0.39%INNOVATOR ETFS TRUST
Shares32.8K
Event2026-06-30
Filed2026-08-07
AIQ
-1.38%GLOBAL X FDS
Shares23.0K
Event2026-06-30
Filed2026-08-07
ICHR
NewICHOR HOLDINGS
Shares13.4K
Event2026-06-30
Filed2026-08-07
MGV
-34.87%VANGUARD WORLD FD
Shares9.2K
Event2026-06-30
Filed2026-08-07
EME
-12.98%EMCOR GROUP INC
Shares1.8K
Event2026-06-30
Filed2026-08-07
MDYV
-0.13%SPDR SERIES TRUST
Shares15.4K
Event2026-06-30
Filed2026-08-07
AVDE
6.14%AMERICAN CENTY ETF TR
Shares16.1K
Event2026-06-30
Filed2026-08-07
XLC
59.76%SELECT SECTOR SPDR TR
Shares13.3K
Event2026-06-30
Filed2026-08-07
FTGC
102.74%FIRST TR EXCHANGE TRAD FD VI
Shares52.3K
Event2026-06-30
Filed2026-08-07
SCHV
-28.25%SCHWAB STRATEGIC TR
Shares40.4K
Event2026-06-30
Filed2026-08-07
SOUTHERN CO
-15.39%SOUTHERN CO
Shares14.7K
Event2026-06-30
Filed2026-08-07
IWY
-50.04%ISHARES TR
Shares4.8K
Event2026-06-30
Filed2026-08-07
VLUE
NewISHARES TR
Shares6.9K
Event2026-06-30
Filed2026-08-07
RMD
-5.18%RESMED INC
Shares7.0K
Event2026-06-30
Filed2026-08-07
VSS
-0.20%VANGUARD INTL EQUITY INDEX F
Shares8.8K
Event2026-06-30
Filed2026-08-07
SDVD
14.53%FIRST TR EXCHANGE-TRADED FD
Shares58.6K
Event2026-06-30
Filed2026-08-07
XMHQ
9.26%INVESCO EXCHANGE TRADED FD T
Shares11.9K
Event2026-06-30
Filed2026-08-07
SBIO
24.66%ALPS ETF TR
Shares20.7K
Event2026-06-30
Filed2026-08-07
FTEC
-20.46%FIDELITY COVINGTON TRUST
Shares4.7K
Event2026-06-30
Filed2026-08-07
FRO
-10.52%FRONTLINE PLC
Shares38.2K
Event2026-06-30
Filed2026-08-07
PGR
8.72%PROGRESSIVE CORP
Shares6.1K
Event2026-06-30
Filed2026-08-07
SHV
14.67%ISHARES TR
Shares12.0K
Event2026-06-30
Filed2026-08-07
LDSF
12.67%FIRST TR EXCHNG TRADED FD VI
Shares69.9K
Event2026-06-30
Filed2026-08-07
CDX
-1.16%SIMPLIFY EXCHANGE TRADED FUN
Shares62.3K
Event2026-06-30
Filed2026-08-07
USTB
4.10%VICTORY PORTFOLIOS II
Shares25.9K
Event2026-06-30
Filed2026-08-07
TXN
10.35%TEXAS INSTRS INC
Shares4.4K
Event2026-06-30
Filed2026-08-07
WASTE MGMT INC DEL
-5.42%WASTE MGMT INC DEL
Shares5.8K
Event2026-06-30
Filed2026-08-07
ORLY
NewOREILLY AUTOMOTIVE INC
Shares14.0K
Event2026-06-30
Filed2026-08-07
ALGT
3.41%ALLEGIANT TRAVEL CO
Shares10.9K
Event2026-06-30
Filed2026-08-07
DLR
0.79%DIGITAL RLTY TR INC
Shares7.1K
Event2026-06-30
Filed2026-08-07
GTO
-15.62%INVESCO ACTIVELY MANAGED EXC
Shares27.3K
Event2026-06-30
Filed2026-08-07
ETN
2.40%EATON CORP PLC
Shares3.0K
Event2026-06-30
Filed2026-08-07
FOCT
0.00%FIRST TR EXCHNG TRADED FD VI
Shares24.3K
Event2026-06-30
Filed2026-08-07
ROUNDHILL ETF TRUST
NewROUNDHILL ETF TRUST
Shares16.9K
Event2026-06-30
Filed2026-08-07
WAL
0.55%WESTERN ALLIANCE BANCORP
Shares15.1K
Event2026-06-30
Filed2026-08-07
BALT
-7.39%INNOVATOR ETFS TRUST
Shares36.0K
Event2026-06-30
Filed2026-08-07
MRK
-0.88%MERCK & CO INC
Shares9.6K
Event2026-06-30
Filed2026-08-07
NETFLIX INC.
-2.62%NETFLIX INC.
Shares17.1K
Event2026-06-30
Filed2026-08-07
DAL
-2.00%DELTA AIR LINES INC
Shares13.1K
Event2026-06-30
Filed2026-08-07
KO
12.06%COCA COLA CO
Shares15.0K
Event2026-06-30
Filed2026-08-07
TBLL
0.00%INVESCO EXCH TRADED FD TR II
Shares11.5K
Event2026-06-30
Filed2026-08-07
MGC
195.68%VANGUARD WORLD FD
Shares4.4K
Event2026-06-30
Filed2026-08-07
YMAR
76.78%FIRST TR EXCHNG TRADED FD VI
Shares41.6K
Event2026-06-30
Filed2026-08-07
CMDY
-3.07%ISHARES U S ETF TR
Shares21.5K
Event2026-06-30
Filed2026-08-07
WORLD GOLD TR
0.86%WORLD GOLD TR
Shares14.9K
Event2026-06-30
Filed2026-08-07
ETFS GOLD TR
-2.29%ETFS GOLD TR
Shares30.8K
Event2026-06-30
Filed2026-08-07
EMLP
13.25%FIRST TR EXCHANGE-TRADED FD
Shares27.0K
Event2026-06-30
Filed2026-08-07
PJAN
0.00%INNOVATOR ETFS TRUST
Shares23.7K
Event2026-06-30
Filed2026-08-07
JSMD
-8.97%JANUS DETROIT STR TR
Shares11.4K
Event2026-06-30
Filed2026-08-07
FTLS
19.79%FIRST TR EXCH TRADED FD III
Shares15.7K
Event2026-06-30
Filed2026-08-07
AXP
96.95%AMERICAN EXPRESS CO
Shares3.4K
Event2026-06-30
Filed2026-08-07
PDEC
-2.04%INNOVATOR ETFS TRUST
Shares25.2K
Event2026-06-30
Filed2026-08-07
MASTERCARD INCORPORATED
-2.23%MASTERCARD INCORPORATED
Shares2.2K
Event2026-06-30
Filed2026-08-07
CFG
16.08%CITIZENS FINL GROUP INC
Shares16.4K
Event2026-06-30
Filed2026-08-07
VXF
7.05%VANGUARD INDEX FDS
Shares4.6K
Event2026-06-30
Filed2026-08-07
DCOR
17.86%DIMENSIONAL ETF TRUST
Shares13.8K
Event2026-06-30
Filed2026-08-07
WELL
26.90%WELLTOWER INC
Shares5.0K
Event2026-06-30
Filed2026-08-07
O
1.82%REALTY INCOME CORP
Shares18.0K
Event2026-06-30
Filed2026-08-07
FENI
374.21%FIDELITY COVINGTON TRUST
Shares27.7K
Event2026-06-30
Filed2026-08-07
PAUG
0.00%INNOVATOR ETFS TRUST
Shares24.2K
Event2026-06-30
Filed2026-08-07
FAUG
0.00%FIRST TR EXCHNG TRADED FD VI
Shares19.5K
Event2026-06-30
Filed2026-08-07
RSPF
-0.26%INVESCO EXCHANGE TRADED FD T
Shares14.2K
Event2026-06-30
Filed2026-08-07
QVOY
0.00%ULTIMUS MANAGERS TR
Shares35.5K
Event2026-06-30
Filed2026-08-07
JAVA
-5.61%J P MORGAN EXCHANGE TRADED F
Shares13.8K
Event2026-06-30
Filed2026-08-07
CAIE
1.41%CALAMOS ETF TR
Shares39.9K
Event2026-06-30
Filed2026-08-07
FTSL
9.64%FIRST TR EXCHANGE-TRADED FD
Shares24.2K
Event2026-06-30
Filed2026-08-07
ROP
211.17%ROPER TECHNOLOGIES INC
Shares3.2K
Event2026-06-30
Filed2026-08-07
PM
14.32%PHILIP MORRIS INTL INC
Shares5.9K
Event2026-06-30
Filed2026-08-07
AVEM
13.09%AMERICAN CENTY ETF TR
Shares11.1K
Event2026-06-30
Filed2026-08-07
VZ
-2.20%VERIZON COMMUNICATIONS INC
Shares25.3K
Event2026-06-30
Filed2026-08-07
EDIV
-1.97%SPDR INDEX SHS FDS
Shares26.0K
Event2026-06-30
Filed2026-08-07
SPHY
7.40%SPDR SERIES TRUST
Shares44.9K
Event2026-06-30
Filed2026-08-07
SERVICENOW INC
-0.88%SERVICENOW INC
Shares10.6K
Event2026-06-30
Filed2026-08-07
JPRE
8.92%J P MORGAN EXCHANGE TRADED F
Shares20.1K
Event2026-06-30
Filed2026-08-07
XMMO
0.16%INVESCO EXCHANGE TRADED FD T
Shares6.2K
Event2026-06-30
Filed2026-08-07
ORACLE CORP
34.77%ORACLE CORP
Shares7.2K
Event2026-06-30
Filed2026-08-07
YSEP
-0.14%FIRST TR EXCHNG TRADED FD VI
Shares38.1K
Event2026-06-30
Filed2026-08-07
FSEP
0.00%FIRST TR EXCHNG TRADED FD VI
Shares18.9K
Event2026-06-30
Filed2026-08-07
ALAB
NewASTERA LABS INC
Shares2.1K
Event2026-06-30
Filed2026-08-07
LIN
257.14%LINDE PLC
Shares2.0K
Event2026-06-30
Filed2026-08-07
ACWI
-1.02%ISHARES TR
Shares6.5K
Event2026-06-30
Filed2026-08-07
BA
15.31%BOEING CO
Shares4.6K
Event2026-06-30
Filed2026-08-07
IBD
11.31%NORTHERN LTS FD TR IV
Shares41.9K
Event2026-06-30
Filed2026-08-07
DELL
1.90%DELL TECHNOLOGIES INC
Shares2.3K
Event2026-06-30
Filed2026-08-07
TJX
2.14%TJX COS INC NEW
Shares6.5K
Event2026-06-30
Filed2026-08-07
SPYD
6.14%SPDR SERIES TRUST
Shares20.7K
Event2026-06-30
Filed2026-08-07
PHYS
-14.99%SPROTT ASSET MANAGEMENT LP
Shares32.7K
Event2026-06-30
Filed2026-08-07
EMSF
NewMATTHEWS INTL FDS
Shares23.1K
Event2026-06-30
Filed2026-08-07
TDG
-1.21%TRANSDIGM GROUP INC
Shares735
Event2026-06-30
Filed2026-08-07
IDV
6.01%ISHARES TR
Shares23.6K
Event2026-06-30
Filed2026-08-07
QCOM
4.40%QUALCOMM INC
Shares5.3K
Event2026-06-30
Filed2026-08-07
AIM ETF PRODUCTS TRUST
0.57%AIM ETF PRODUCTS TRUST
Shares37.8K
Event2026-06-30
Filed2026-08-07
FMAY
73.32%FIRST TR EXCHNG TRADED FD VI
Shares17.2K
Event2026-06-30
Filed2026-08-07
WFC
-0.74%WELLS FARGO & CO
Shares11.7K
Event2026-06-30
Filed2026-08-07
QUANTA SVCS INC
88.08%QUANTA SVCS INC
Shares1.3K
Event2026-06-30
Filed2026-08-07
FTNT
1.00%FORTINET INC
Shares6.2K
Event2026-06-30
Filed2026-08-07
CGBL
59.38%CAPITAL GROUP CORE BALANCED
Shares25.0K
Event2026-06-30
Filed2026-08-07
XLV
-54.42%SELECT SECTOR SPDR TR
Shares5.9K
Event2026-06-30
Filed2026-08-07
RWK
11.78%INVESCO EXCH TRADED FD TR II
Shares6.4K
Event2026-06-30
Filed2026-08-07
EBS
3.90%EMERGENT BIOSOLUTIONS INC
Shares110.9K
Event2026-06-30
Filed2026-08-07
VFMV
51.56%VANGUARD WELLINGTON FD
Shares6.6K
Event2026-06-30
Filed2026-08-07
DIS
-11.03%DISNEY WALT CO
Shares9.6K
Event2026-06-30
Filed2026-08-07
XYZ
-3.76%BLOCK INC
Shares12.1K
Event2026-06-30
Filed2026-08-07
PRFZ
9.11%INVESCO EXCHANGE TRADED FD T
Shares16.3K
Event2026-06-30
Filed2026-08-07
VANECK ETF TRUST
-0.48%VANECK ETF TRUST
Shares12.1K
Event2026-06-30
Filed2026-08-07
FNOV
0.00%FIRST TR EXCHNG TRADED FD VI
Shares15.5K
Event2026-06-30
Filed2026-08-07
AEP
-7.86%AMERICAN ELEC PWR CO INC
Shares6.6K
Event2026-06-30
Filed2026-08-07
JSML
-24.33%JANUS DETROIT STR TR
Shares9.6K
Event2026-06-30
Filed2026-08-07
BPRE
-18.96%BLUEROCK PVT REAL ESTATE FD
Shares68.8K
Event2026-06-30
Filed2026-08-07
TFC
-5.27%TRUIST FINL CORP
Shares17.7K
Event2026-06-30
Filed2026-08-07
FNDC
30.88%SCHWAB STRATEGIC TR
Shares18.0K
Event2026-06-30
Filed2026-08-07
RSPT
-2.47%INVESCO EXCHANGE TRADED FD T
Shares13.3K
Event2026-06-30
Filed2026-08-07
QDEC
29.42%FIRST TR EXCHNG TRADED FD VI
Shares24.0K
Event2026-06-30
Filed2026-08-07
DGRW
-5.31%WISDOMTREE TR
Shares8.8K
Event2026-06-30
Filed2026-08-07
VT
68.34%VANGUARD INTL EQUITY INDEX F
Shares5.4K
Event2026-06-30
Filed2026-08-07
QCJL
-17.38%FIRST TR EXCHNG TRADED FD VI
Shares33.6K
Event2026-06-30
Filed2026-08-07
CIBR
-3.62%FIRST TR EXCHANGE-TRADED FD
Shares9.1K
Event2026-06-30
Filed2026-08-07
SCHW
11.10%SCHWAB CHARLES CORP
Shares8.9K
Event2026-06-30
Filed2026-08-07
FTSM
4.51%FIRST TR EXCHANGE-TRADED FD
Shares13.7K
Event2026-06-30
Filed2026-08-07
WAB
-5.24%WABTEC
Shares3.0K
Event2026-06-30
Filed2026-08-07
SPIB
3.03%SPDR SERIES TRUST
Shares24.3K
Event2026-06-30
Filed2026-08-07
VIG
2.84%VANGUARD SPECIALIZED FUNDS
Shares3.4K
Event2026-06-30
Filed2026-08-07
SN
-4.70%SHARKNINJA INC
Shares5.2K
Event2026-06-30
Filed2026-08-07
HEI
20.55%HEICO CORP NEW
Shares2.2K
Event2026-06-30
Filed2026-08-07
AXON
NewAXON ENTERPRISE INC
Shares1.4K
Event2026-06-30
Filed2026-08-07
DIVO
6.76%AMPLIFY ETF TR
Shares17.3K
Event2026-06-30
Filed2026-08-07
FREEPORT MCMORAN INC
18.76%FREEPORT MCMORAN INC
Shares12.6K
Event2026-06-30
Filed2026-08-07
XLSR
0.08%SSGA ACTIVE TR
Shares12.2K
Event2026-06-30
Filed2026-08-07
OUST
NewOUSTER INC
Shares12.6K
Event2026-06-30
Filed2026-08-07
KMI
-1.90%KINDER MORGAN INC DEL
Shares24.7K
Event2026-06-30
Filed2026-08-07
ETO
8.90%EATON VANCE TAX-ADVANTAGED G
Shares25.5K
Event2026-06-30
Filed2026-08-07
JCPB
-52.13%J P MORGAN EXCHANGE TRADED F
Shares16.8K
Event2026-06-30
Filed2026-08-07
VBIL
102.28%VANGUARD INSTL INDEX FD
Shares10.3K
Event2026-06-30
Filed2026-08-07
SILJ
-3.25%AMPLIFY ETF TR
Shares30.0K
Event2026-06-30
Filed2026-08-07
FTCB
27.50%FIRST TR EXCHANGE-TRADED FD
Shares37.1K
Event2026-06-30
Filed2026-08-07
MLPX
1.25%GLOBAL X FDS
Shares10.4K
Event2026-06-30
Filed2026-08-07
ADI
6.84%ANALOG DEVICES INC
Shares1.9K
Event2026-06-30
Filed2026-08-07
COWZ
-17.45%PACER FDS TR
Shares12.2K
Event2026-06-30
Filed2026-08-07
VGT
676.74%VANGUARD WORLD FD
Shares6.3K
Event2026-06-30
Filed2026-08-07
SMBK
0.00%SMARTFINANCIAL INC
Shares16.0K
Event2026-06-30
Filed2026-08-07
LAPR
NewINNOVATOR ETFS TRUST
Shares29.7K
Event2026-06-30
Filed2026-08-07
BITB
-23.92%BITWISE BITCOIN ETF TR
Shares23.5K
Event2026-06-30
Filed2026-08-07
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-06-30
Filed2026-08-07
BTI
0.47%BRITISH AMERN TOB PLC
Shares12.1K
Event2026-06-30
Filed2026-08-07
SYY
156.73%SYSCO CORP
Shares8.9K
Event2026-06-30
Filed2026-08-07
QTUM
-18.32%ETF SER SOLUTIONS
Shares4.5K
Event2026-06-30
Filed2026-08-07
NKE
3.65%NIKE INC
Shares17.9K
Event2026-06-30
Filed2026-08-07
LOW
-17.58%LOWES COS INC
Shares3.3K
Event2026-06-30
Filed2026-08-07
TDY
-11.70%TELEDYNE TECHNOLOGIES INC
Shares1.1K
Event2026-06-30
Filed2026-08-07
FDN
5.66%FIRST TR EXCHANGE-TRADED FD
Shares2.7K
Event2026-06-30
Filed2026-08-07
VOOV
-1.09%VANGUARD ADMIRAL FDS INC
Shares3.3K
Event2026-06-30
Filed2026-08-07
DFIC
22.35%DIMENSIONAL ETF TRUST
Shares19.1K
Event2026-06-30
Filed2026-08-07
F
-0.72%FORD MTR CO
Shares50.5K
Event2026-06-30
Filed2026-08-07
FXL
-0.31%FIRST TR EXCHANGE-TRADED FD
Shares3.2K
Event2026-06-30
Filed2026-08-07
WRB
7.40%BERKLEY W R CORP
Shares9.9K
Event2026-06-30
Filed2026-08-07
MCD
-2.46%MCDONALDS CORP
Shares2.6K
Event2026-06-30
Filed2026-08-07
CRPT
12.43%FIRST TR EXCHNG TRADED FD VI
Shares61.1K
Event2026-06-30
Filed2026-08-07
CRS
25.45%CARPENTER TECHNOLOGY CORP
Shares1.1K
Event2026-06-30
Filed2026-08-07
GRID
81.70%FIRST TR EXCHANGE-TRADED FD
Shares3.6K
Event2026-06-30
Filed2026-08-07
ECL
NewECOLAB INC
Shares2.5K
Event2026-06-30
Filed2026-08-07
QJUN
-23.56%FIRST TR EXCHNG TRADED FD VI
Shares20.4K
Event2026-06-30
Filed2026-08-07
SYBT
-8.23%STOCK YDS BANCORP INC
Shares8.9K
Event2026-06-30
Filed2026-08-07
SMCI
4.21%SUPER MICRO COMPUTER INC
Shares23.2K
Event2026-06-30
Filed2026-08-07
INNOVATOR ETFS TRUST
NewINNOVATOR ETFS TRUST
Shares33.6K
Event2026-06-30
Filed2026-08-07
INNOVATOR ETFS TRUST
NewINNOVATOR ETFS TRUST
Shares34.9K
Event2026-06-30
Filed2026-08-07
SFD
7.94%SMITHFIELD FOODS INC
Shares27.8K
Event2026-06-30
Filed2026-08-07
VEEV
NewVEEVA SYS INC
Shares3.8K
Event2026-06-30
Filed2026-08-07
ICE
18.54%INTERCONTINENTAL EXCHANGE IN
Shares5.4K
Event2026-06-30
Filed2026-08-07
DFCF
-1.78%DIMENSIONAL ETF TRUST
Shares15.7K
Event2026-06-30
Filed2026-08-07
KRE
-19.91%SPDR SERIES TRUST
Shares8.9K
Event2026-06-30
Filed2026-08-07
COHU
NewCOHU INC
Shares8.9K
Event2026-06-30
Filed2026-08-07
BOND
-10.96%PIMCO ETF TR
Shares7.1K
Event2026-06-30
Filed2026-08-07
ADP
2.20%AUTOMATIC DATA PROCESSING IN
Shares2.9K
Event2026-06-30
Filed2026-08-07
BK
1.65%BANK OF NY MELLON CORP
Shares4.5K
Event2026-06-30
Filed2026-08-07
AG
0.01%FIRST MAJESTIC SILVER CORP
Shares38.3K
Event2026-06-30
Filed2026-08-07
XLE
29.44%SELECT SECTOR SPDR TR
Shares12.1K
Event2026-06-30
Filed2026-08-07
PECO
-5.08%PHILLIPS EDISON & CO INC
Shares15.4K
Event2026-06-30
Filed2026-08-07
IEF
-10.67%ISHARES TR
Shares6.8K
Event2026-06-30
Filed2026-08-07
AZZ
-1.43%AZZ INC
Shares4.1K
Event2026-06-30
Filed2026-08-07
FXH
3.92%FIRST TR EXCHANGE-TRADED FD
Shares5.2K
Event2026-06-30
Filed2026-08-07
CGGE
64.28%CAPITAL GROUP GLOBAL EQUITY
Shares18.1K
Event2026-06-30
Filed2026-08-07
GDXJ
0.31%VANECK ETF TRUST
Shares6.5K
Event2026-06-30
Filed2026-08-07
ENB
1.69%ENBRIDGE INC
Shares11.7K
Event2026-06-30
Filed2026-08-07
RSPN
-0.47%INVESCO EXCHANGE TRADED FD T
Shares9.9K
Event2026-06-30
Filed2026-08-07
EMR
-1.95%EMERSON ELEC CO
Shares4.4K
Event2026-06-30
Filed2026-08-07
SOXQ
-1.67%INVESCO EXCH TRADED FD TR II
Shares5.7K
Event2026-06-30
Filed2026-08-07
GCO
0.00%GENESCO INC
Shares18.7K
Event2026-06-30
Filed2026-08-07
FXO
2.91%FIRST TR EXCHANGE-TRADED FD
Shares10.1K
Event2026-06-30
Filed2026-08-07
COF
-2.58%CAPITAL ONE FINL CORP
Shares3.1K
Event2026-06-30
Filed2026-08-07
UBER
NewUBER TECHNOLOGIES INC
Shares8.7K
Event2026-06-30
Filed2026-08-07
NEM
0.19%NEWMONT CORP
Shares6.7K
Event2026-06-30
Filed2026-08-07
CMI
281.22%CUMMINS INC
Shares873
Event2026-06-30
Filed2026-08-07
ES
9.12%EVERSOURCE ENERGY
Shares8.6K
Event2026-06-30
Filed2026-08-07
SBUX
-19.64%STARBUCKS CORP
Shares6.1K
Event2026-06-30
Filed2026-08-07
NVO
-0.50%NOVO-NORDISK A S
Shares12.9K
Event2026-06-30
Filed2026-08-07
ELV
-7.75%ELEVANCE HEALTH INC FORMERLY
Shares1.6K
Event2026-06-30
Filed2026-08-07
NI
8.28%NISOURCE INC
Shares13.0K
Event2026-06-30
Filed2026-08-07
PYLD
-0.66%PIMCO ETF TR
Shares23.2K
Event2026-06-30
Filed2026-08-07
DE
-0.21%DEERE & CO
Shares969
Event2026-06-30
Filed2026-08-07
QSPT
9.39%FIRST TR EXCHNG TRADED FD VI
Shares17.6K
Event2026-06-30
Filed2026-08-07
TIP
31.09%ISHARES TR
Shares5.6K
Event2026-06-30
Filed2026-08-07
QQEW
43.09%FIRST TR EXCHANGE-TRADED FD
Shares3.8K
Event2026-06-30
Filed2026-08-07
IWP
0.55%ISHARES TR
Shares4.2K
Event2026-06-30
Filed2026-08-07
VLO
8.67%VALERO ENERGY CORP
Shares2.3K
Event2026-06-30
Filed2026-08-07
FTHI
-40.84%FIRST TR EXCHANGE TRADED FD
Shares25.5K
Event2026-06-30
Filed2026-08-07
HAL
32.00%HALLIBURTON CO
Shares17.8K
Event2026-06-30
Filed2026-08-07
UPS
1.36%UNITED PARCEL SVCS INC
Shares5.6K
Event2026-06-30
Filed2026-08-07
UNITEDHEALTH GROUP INC
-23.51%UNITEDHEALTH GROUP INC
Shares1.4K
Event2026-06-30
Filed2026-08-07
XSEP
-1.47%FIRST TR EXCHNG TRADED FD VI
Shares13.4K
Event2026-06-30
Filed2026-08-07
CME
1.09%CME GROUP INC
Shares2.7K
Event2026-06-30
Filed2026-08-07
IJJ
4.74%ISHARES TR
Shares4.0K
Event2026-06-30
Filed2026-08-07
AEE
12.09%AMEREN CORP
Shares5.2K
Event2026-06-30
Filed2026-08-07
VOLT
NewTEMA ETF TRUST
Shares14.0K
Event2026-06-30
Filed2026-08-07
COHR
-33.11%COHERENT CORP
Shares1.5K
Event2026-06-30
Filed2026-08-07
RKLB
18.82%ROCKET LAB CORP
Shares5.7K
Event2026-06-30
Filed2026-08-07
SNDK
-43.11%SANDISK CORP
Shares256
Event2026-06-30
Filed2026-08-07
KR
-3.71%KROGER CO
Shares10.5K
Event2026-06-30
Filed2026-08-07
ASML
-1.02%ASML HLDG NV
Shares290
Event2026-06-30
Filed2026-08-07
WST
NewWEST PHARMACEUTICAL SVSC INC
Shares1.6K
Event2026-06-30
Filed2026-08-07
BJUN
2.29%INNOVATOR ETFS TRUST
Shares11.7K
Event2026-06-30
Filed2026-08-07
XJUL
-36.46%FIRST TR EXCHNG TRADED FD VI
Shares14.0K
Event2026-06-30
Filed2026-08-07
FMAR
12.12%FIRST TR EXCHNG TRADED FD VI
Shares10.8K
Event2026-06-30
Filed2026-08-07
BOXX
26.17%EA SERIES TRUST
Shares4.8K
Event2026-06-30
Filed2026-08-07
JPST
-6.63%J P MORGAN EXCHANGE TRADED F
Shares11.2K
Event2026-06-30
Filed2026-08-07
TDVI
83.21%FIRST TR EXCHANGE-TRADED FD
Shares17.6K
Event2026-06-30
Filed2026-08-07
IAGG
-0.06%ISHARES TR
Shares11.0K
Event2026-06-30
Filed2026-08-07
IHAK
2.50%ISHARES TR
Shares9.2K
Event2026-06-30
Filed2026-08-07
CGCP
0.68%CAPITAL GRP FIXED INCM ETF T
Shares25.0K
Event2026-06-30
Filed2026-08-07
SCHF
0.66%SCHWAB STRATEGIC TR
Shares20.0K
Event2026-06-30
Filed2026-08-07
PTNQ
0.57%PACER FDS TR
Shares6.2K
Event2026-06-30
Filed2026-08-07
SCHA
-9.49%SCHWAB STRATEGIC TR
Shares15.1K
Event2026-06-30
Filed2026-08-07
XMAR
26.52%FIRST TR EXCHNG TRADED FD VI
Shares12.7K
Event2026-06-30
Filed2026-08-07
3M CO
-1.33%3M CO
Shares3.3K
Event2026-06-30
Filed2026-08-07
PEP
-6.20%PEPSICO INC
Shares4.0K
Event2026-06-30
Filed2026-08-07
MPC
-1.45%MARATHON PETE CORP
Shares2.1K
Event2026-06-30
Filed2026-08-07
WEEL
73.08%TIDAL TRUST II
Shares27.1K
Event2026-06-30
Filed2026-08-07
PMAR
-32.72%INNOVATOR ETFS TRUST
Shares11.2K
Event2026-06-30
Filed2026-08-07
ABT
-9.41%ABBOTT LABORATORIES
Shares5.8K
Event2026-06-30
Filed2026-08-07
USB
14.03%US BANCORP
Shares8.8K
Event2026-06-30
Filed2026-08-07
ACWV
-22.72%ISHARES INC
Shares4.4K
Event2026-06-30
Filed2026-08-07
BMY
1.68%BRISTOL-MYERS SQUIBB CO
Shares9.1K
Event2026-06-30
Filed2026-08-07
OEF
64.91%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-08-07
SYK
-0.06%STRYKER CORPORATION
Shares1.7K
Event2026-06-30
Filed2026-08-07
FICO
-23.39%FAIR ISAAC CORP
Shares439
Event2026-06-30
Filed2026-08-07
CSX
2.33%CSX CORP
Shares11.0K
Event2026-06-30
Filed2026-08-07
VBR
-16.24%VANGUARD INDEX FDS
Shares2.2K
Event2026-06-30
Filed2026-08-07
NUKZ
-11.33%EXCHANGE TRADED CONCEPTS TRU
Shares7.7K
Event2026-06-30
Filed2026-08-07
FYEE
35.77%FIDELITY GREENWOOD STREET TR
Shares18.0K
Event2026-06-30
Filed2026-08-07
AMGN
-8.87%AMGEN INC
Shares1.4K
Event2026-06-30
Filed2026-08-07
SNTH
NewTIDAL TRUST III
Shares17.1K
Event2026-06-30
Filed2026-08-07
FXR
13.69%FIRST TR EXCHANGE-TRADED FD
Shares5.6K
Event2026-06-30
Filed2026-08-07
XONE
21.81%BONDBLOXX ETF TRUST
Shares10.3K
Event2026-06-30
Filed2026-08-07
VALE
0.00%VALE S A
Shares33.6K
Event2026-06-30
Filed2026-08-07
SBRA
0.06%SABRA HEALTH CARE REIT INC
Shares25.9K
Event2026-06-30
Filed2026-08-07
SCHO
-27.67%SCHWAB STRATEGIC TR
Shares20.9K
Event2026-06-30
Filed2026-08-07
CALAMOS ETF TR
NewCALAMOS ETF TR
Shares18.2K
Event2026-06-30
Filed2026-08-07
QDPL
57.22%PACER FDS TR
Shares11.1K
Event2026-06-30
Filed2026-08-07
AMT
11.98%AMERICAN TOWER CORP
Shares3.1K
Event2026-06-30
Filed2026-08-07
XDEC
0.78%FIRST TR EXCHNG TRADED FD VI
Shares11.6K
Event2026-06-30
Filed2026-08-07
ATO
10.73%ATMOS ENERGY CORP
Shares2.9K
Event2026-06-30
Filed2026-08-07
IXUS
19.05%ISHARES TR
Shares5.2K
Event2026-06-30
Filed2026-08-07
XSMO
-11.31%INVESCO EXCHANGE TRADED FD T
Shares5.3K
Event2026-06-30
Filed2026-08-07
GD
-3.39%GENERAL DYNAMICS CORP
Shares1.4K
Event2026-06-30
Filed2026-08-07
FGD
NewFIRST TR EXCHANGE-TRADED FD
Shares15.4K
Event2026-06-30
Filed2026-08-07
VST
-7.13%VISTRA CORP
Shares3.1K
Event2026-06-30
Filed2026-08-07
SLYV
-1.83%SPDR SERIES TRUST
Shares4.5K
Event2026-06-30
Filed2026-08-07
WPC
-1.15%WP CAREY INC
Shares6.9K
Event2026-06-30
Filed2026-08-07
DGCB
5.10%DIMENSIONAL ETF TRUST
Shares8.9K
Event2026-06-30
Filed2026-08-07
GBF
0.75%ISHARES TR
Shares4.7K
Event2026-06-30
Filed2026-08-07
RCS
-9.84%PIMCO STRATEGIC INCOME FD
Shares89.6K
Event2026-06-30
Filed2026-08-07
AOK
-47.84%ISHARES TR
Shares11.7K
Event2026-06-30
Filed2026-08-07
RSPS
0.00%INVESCO EXCHANGE TRADED FD T
Shares16.1K
Event2026-06-30
Filed2026-08-07
MPLX
3.75%MPLX LP
Shares8.6K
Event2026-06-30
Filed2026-08-07
FQAL
-76.55%FIDELITY COVINGTON TRUST
Shares5.9K
Event2026-06-30
Filed2026-08-07
ROBT
0.63%FIRST TR EXCHANGE TRADED FD
Shares8.5K
Event2026-06-30
Filed2026-08-07
IWD
0.00%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-08-07
UAPR
NewINNOVATOR ETFS TRUST
Shares13.4K
Event2026-06-30
Filed2026-08-07
GILD
-4.54%GILEAD SCIENCES INC
Shares3.6K
Event2026-06-30
Filed2026-08-07
MDST
8.48%ULTIMUS MANAGERS TR
Shares15.9K
Event2026-06-30
Filed2026-08-07
JMST
-60.71%J P MORGAN EXCHANGE TRADED F
Shares9.0K
Event2026-06-30
Filed2026-08-07
ADOBE INC
24.87%ADOBE INC
Shares2.2K
Event2026-06-30
Filed2026-08-07
PRN
-1.25%INVESCO EXCHANGE TRADED FD T
Shares1.7K
Event2026-06-30
Filed2026-08-07
SFEB
3.65%FIRST TR EXCHNG TRADED FD VI
Shares17.3K
Event2026-06-30
Filed2026-08-07
FCAL
NewFIRST TR EXCH TRADED FD III
Shares9.2K
Event2026-06-30
Filed2026-08-07
FAPR
42.60%FIRST TR EXCHNG TRADED FD VI
Shares9.6K
Event2026-06-30
Filed2026-08-07
RSPH
-5.75%INVESCO EXCHANGE TRADED FD T
Shares13.4K
Event2026-06-30
Filed2026-08-07
MPWR
-11.85%MONOLITHIC PWR SYS INC
Shares320
Event2026-06-30
Filed2026-08-07
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