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The Analysis of SouthState Bank Corp's Holdings & P&L

Currently, SouthState Bank Corp holds 1313 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in VGT (+119.0K shares, valued at $14.2M), VUG (+159.6K shares, valued at $13.8M), NVDA (+61.0K shares, valued at $12.2M); decreased their positions in SONY (-383.7K shares, valued at $7.7M), N/A (-28.8K shares, valued at $5.9M), ROP (-15.7K shares, valued at $5.3M); initiated new positions in BJUN (+38.5K shares, valued at $1.9M), N/A (+5.2K shares, valued at $1.2M), N/A (+5.2K shares, valued at $1.2M).

1M P&L

+16.6M+0.90%

3M P&L

+65.4M+3.66%

HY P&L

-2.9M-0.15%

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/A640.6M

34.5%

2Consumer Electronics135.8M

7.3%

3Software - Infrastructure107.5M

5.8%

Top Industries by Stock Count

1N/A281 stocks

23.9%

2Banks - Regional41 stocks

3.5%

3Software - Application34 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC448.4K shares0.79%2026-06-302026-08-06

MSFT MICROSOFT CORP255.6K shares-0.46%2026-06-302026-08-06

BROADCOM INC BROADCOM INC218.1K shares0.46%2026-06-302026-08-06

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF88.7K shares19.08%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC-CL B123.2K shares-2.70%2026-06-302026-08-06

GOOG ALPHABET INC CL C162.3K shares3.33%2026-06-302026-08-06

VISA INC VISA INC162.8K shares4.40%2026-06-302026-08-06

JP MORGAN CHASE & CO JP MORGAN CHASE & CO170.0K shares2.25%2026-06-302026-08-06

Sponsored

PHYS SPROTT PHYSICAL GOLD TRUST1.7M shares-4.86%2026-06-302026-08-06

AMZN AMAZON.COM INC208.3K shares3.69%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC35.3K shares-3.25%2026-06-302026-08-06

MASTERCARD INC-A MASTERCARD INC-A77.2K shares-2.23%2026-06-302026-08-06

RMOP ROCKEFELLER OPPORTUNISTIC MUNI1.4M shares34.60%2026-06-302026-08-06

PH PARKER HANNIFIN CORP COM35.9K shares0.78%2026-06-302026-08-06

SHY ISHARES BARCLAYS 1-3 YEAR TR E389.0K shares0.36%2026-06-302026-08-06

WMT WALMART INC270.8K shares1.84%2026-06-302026-08-06

Sponsored

VLO VALERO ENERGY CORP117.6K shares1.74%2026-06-302026-08-06

TJX TJX COMPANIES199.4K shares0.94%2026-06-302026-08-06

DFUS DIMENSIONAL ETF TRUST343.2K shares-3.91%2026-06-302026-08-06

VCSH VANGUARD SHORT TERM CORP BOND352.2K shares56.39%2026-06-302026-08-06

ROK ROCKWELL AUTOMATION, INC54.3K shares-0.10%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC302.6K shares5.15%2026-06-302026-08-06

VIG VANGUARD DIVIDEND APPREC ETF110.4K shares-1.01%2026-06-302026-08-06

SPHQ INVESCO S&P 500 QUALITY ETF272.3K shares76.06%2026-06-302026-08-06

Sponsored

LLY ELI LILLY & CO.20.0K shares68.66%2026-06-302026-08-06

ORACLE CORPORATION COM ORACLE CORPORATION COM162.4K shares-5.30%2026-06-302026-08-06

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW25.4K shares0.23%2026-06-302026-08-06

JMST J.P. MORGAN EXCHANGE-TRADED FU466.4K shares42.51%2026-06-302026-08-06

GOOGL ALPHABET INC CL A65.2K shares4.90%2026-06-302026-08-06

KO COCA COLA CO262.8K shares-2.19%2026-06-302026-08-06

CHUBB LTD ADR CHUBB LTD ADR59.6K shares2.82%2026-06-302026-08-06

HD HOME DEPOT INC57.0K shares-3.31%2026-06-302026-08-06

Sponsored

ABBVIE INC ABBVIE INC78.2K shares3.69%2026-06-302026-08-06

LHX L3 HARRIS TECHNOLOGIES INC66.2K shares2.99%2026-06-302026-08-06

VEU VANGUARD FTSE ALL-WORLD EX-US228.9K shares2.02%2026-06-302026-08-06

NVDA NVIDIA CORP95.7K shares176.00%2026-06-302026-08-06

ISRG INTUITIVE SURGICAL INC47.6K shares-0.58%2026-06-302026-08-06

CVX CHEVRON CORPORATION107.8K shares1.28%2026-06-302026-08-06

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF23.3K shares2.79%2026-06-302026-08-06

JCPB J P MORGAN EXCHANGE TRADED F368.5K shares-4.75%2026-06-302026-08-06

Sponsored

DFAI DIMENSIONAL ETF TRUST413.7K shares-1.16%2026-06-302026-08-06

IJR ISHARES CORE S&P SMALL-CAP ETF114.4K shares1.37%2026-06-302026-08-06

VEA VANGUARD FTSE DEVELOPED MARKET236.5K shares23.24%2026-06-302026-08-06

VUG VANGUARD GROWTH ETF191.4K shares503.28%2026-06-302026-08-06

UITB VICTORY PORTFOLIOS II341.1K shares-8.69%2026-06-302026-08-06

DHR DANAHER CORP83.4K shares-12.21%2026-06-302026-08-06

UNP UNION PAC CORP57.1K shares6.17%2026-06-302026-08-06

BSV VANGUARD SHORT TERM BOND ETF195.9K shares5.64%2026-06-302026-08-06

Sponsored

DELL DELL TECHNOLOGIES INC CL C35.3K shares6.03%2026-06-302026-08-06

VGT VANGUARD INFO TECH ETF125.4K shares1881.90%2026-06-302026-08-06

DGRO ISHARES CORE DIVIDEND GROWTH E191.2K shares2.85%2026-06-302026-08-06

BAC BANK OF AMERICA CORP244.7K shares-3.44%2026-06-302026-08-06

BX BLACKSTONE INC.117.8K shares-0.79%2026-06-302026-08-06

B BARRICK MINING CORP.358.1K shares-3.66%2026-06-302026-08-06

META PLATFORMS, INC. CLASS A META PLATFORMS, INC. CLASS A23.3K shares13.37%2026-06-302026-08-06

VTV VANGUARD VALUE ETF57.9K shares-6.72%2026-06-302026-08-06

Sponsored

ELV ELEVANCE HEALTH INC32.5K shares-0.05%2026-06-302026-08-06

ETN EATON CORP PLC ADR28.3K shares29.37%2026-06-302026-08-06

SNA SNAP ON INC28.6K shares0.99%2026-06-302026-08-06

VB VANGUARD SMALL-CAP ETF37.5K shares1.37%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP80.2K shares1.94%2026-06-302026-08-06

HELO JP MORGAN HEDGED EQUITY ETF158.1K shares1.42%2026-06-302026-08-06

ANET ARISTA NETWORKS INC61.6K shares124.56%2026-06-302026-08-06

VOO VANGUARD INDEX FDS S&P 500 ETF15.1K shares21.59%2026-06-302026-08-06

Sponsored

JNJ JOHNSON & JOHNSON39.7K shares0.30%2026-06-302026-08-06

QQQ INVESCO QQQ TRUST SERIES 113.6K shares18.48%2026-06-302026-08-06

SGOV ISHARES TR/ISHARES 0-3 MNTH TR98.5K shares-4.23%2026-06-302026-08-06

IBM INTL. BUSINESS MACHINES CORP35.2K shares0.65%2026-06-302026-08-06

AMGN AMGEN INC27.1K shares6.60%2026-06-302026-08-06

ICE INTERCONTINENTAL EXCHANGE INC78.1K shares-3.57%2026-06-302026-08-06

VANGUARD TOTAL STCK MK ETF VANGUARD TOTAL STCK MK ETF25.4K shares52.25%2026-06-302026-08-06

LNG CHENIERE ENERGY INC COM39.0K shares3.33%2026-06-302026-08-06

Sponsored

PANW PALO ALTO NETWORKS INC26.1K shares1668.90%2026-06-302026-08-06

CISCO SYSTEMS INC CISCO SYSTEMS INC72.2K shares1.20%2026-06-302026-08-06

PG PROCTER & GAMBLE COMPANY56.7K shares-21.06%2026-06-302026-08-06

ISCF ISHARES TR177.6K shares8.76%2026-06-302026-08-06

GEV GE VERNOVA INC6.5K shares19.61%2026-06-302026-08-06

EMR EMERSON ELECTRIC52.0K shares5.55%2026-06-302026-08-06

ASTRAZENECA PLC ODS ASTRAZENECA PLC ODS39.8K shares9964.05%2026-06-302026-08-06

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF75.7K shares12.29%2026-06-302026-08-06

Sponsored

H HYATT HOTELS CORPORATION37.4K shares3.21%2026-06-302026-08-06

MS MORGAN STANLEY34.4K shares4.18%2026-06-302026-08-06

AKRE AKRE FOCUS ETF132.9K shares499.75%2026-06-302026-08-06

SERVICENOW INC SERVICENOW INC70.6K shares-28.64%2026-06-302026-08-06

VONE VANGUARD SCOTTSDALE FDS20.4K shares-5.57%2026-06-302026-08-06

VO VANGUARD IND FD MID-CAP83.9K shares360.45%2026-06-302026-08-06

SHEL SHELL PLC SPON ADR86.1K shares1.18%2026-06-302026-08-06

SONY SONY GROUP CORP SPONS ADR303.9K shares-55.80%2026-06-302026-08-06

Sponsored

DFAE DIMENSIONAL ETF TRUST143.3K shares8.79%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC COM5.7K shares4.99%2026-06-302026-08-06

SYK STRYKER CORP18.1K shares-9.03%2026-06-302026-08-06

RSG REPUBLIC SERVICES INC26.2K shares-0.53%2026-06-302026-08-06

DUK DUKE ENERGY CORP43.8K shares-1.28%2026-06-302026-08-06

MSI MOTOROLA SOLUTIONS, INC13.2K shares-0.75%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO16.0K shares6.16%2026-06-302026-08-06

MDLZ MONDELEZ INTERNATIONAL INC91.5K shares-11.52%2026-06-302026-08-06

Sponsored

YUM YUM! BRANDS INC32.3K shares-1.98%2026-06-302026-08-06

LOW LOWES COS INC23.0K shares-3.70%2026-06-302026-08-06

ISHARES CORE U.S. AGGREGATE ET ISHARES CORE U.S. AGGREGATE ET50.4K shares-3.42%2026-06-302026-08-06

SOUTHSTATE BANK CORPORATION CO SOUTHSTATE BANK CORPORATION CO48.1K shares-1.43%2026-06-302026-08-06

CVS CVS HEALTH CORP43.4K shares2.68%2026-06-302026-08-06

IWM ISHARES RUSSELL 2000 ETF14.8K shares5.16%2026-06-302026-08-06

ROP ROPER TECHNOLOGIES INC12.9K shares-54.93%2026-06-302026-08-06

DON WISDOMTREE US MIDCAP DIVIDEND77.0K shares-11.82%2026-06-302026-08-06

Sponsored

TRMB TRIMBLE INC CL B84.3K shares-28.51%2026-06-302026-08-06

DIS DISNEY WALT CO NEW44.2K shares-7.39%2026-06-302026-08-06

QLTY GMO ETF TRUST100.1K shares1.86%2026-06-302026-08-06

BHP BHP GROUP LIMITED ADR49.0K shares31.68%2026-06-302026-08-06

IWF ISHARES RUSSELL 1000 GROWTH ET32.2K shares303.72%2026-06-302026-08-06

MRK MERCK & CO INC30.9K shares2.11%2026-06-302026-08-06

GE GE AEROSPACE10.6K shares23.44%2026-06-302026-08-06

IGSB ISHARES TR74.3K shares-3.00%2026-06-302026-08-06

Sponsored

VV VANGUARD LARGE-CAP ETF11.3K shares0.00%2026-06-302026-08-06

MCD MCDONALDS CORP14.3K shares12.47%2026-06-302026-08-06

BSX BOSTON SCIENTIFIC CORP89.4K shares-48.91%2026-06-302026-08-06

ULTA BEAUTY INC ULTA BEAUTY INC8.3K shares-14.23%2026-06-302026-08-06

ADOBE INC ADOBE INC18.3K shares-61.15%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING INC16.4K shares0.61%2026-06-302026-08-06

IWR ISHARES RUSSELL MIDCAP ETF33.2K shares-7.28%2026-06-302026-08-06

CAT CATERPILLAR INC3.4K shares-7.53%2026-06-302026-08-06

Sponsored

BP BP PLC SPONS ADR97.2K shares2.98%2026-06-302026-08-06

EFA ISHARES MSCI EAFE ETF33.4K shares3.37%2026-06-302026-08-06

CRH CRH PLC31.5K shares-1.76%2026-06-302026-08-06

ABT ABBOTT LABS34.4K shares-26.32%2026-06-302026-08-06

VBR VANGUARD SMALL CAP VALUE ETF12.6K shares-0.35%2026-06-302026-08-06

ZS ZSCALER INC COM21.2K shares-58.03%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO31.1K shares-0.58%2026-06-302026-08-06

IJH ISHARES CORE S&P MID-CAP ETF38.5K shares7.25%2026-06-302026-08-06

Sponsored

FCNCA FIRST CITIZENS BANCSHARES INC1.4K shares0.00%2026-06-302026-08-06

ASTS AST SPACEMOBILE INC32.6K shares0.04%2026-06-302026-08-06

BLK BLACKROCK INC.3.0K shares9.26%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP5.6K shares21.89%2026-06-302026-08-06

BIV VANGUARD INTERMEDIATE TERM BON37.0K shares39.14%2026-06-302026-08-06

PM PHILIP MORRIS INTERNATIONAL15.4K shares0.20%2026-06-302026-08-06

VWO VANGUARD FTSE EMERGING MARKETS46.3K shares20.59%2026-06-302026-08-06

TSLA TESLA INC6.5K shares12.31%2026-06-302026-08-06

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF11.2K shares53.23%2026-06-302026-08-06

DIA STATE STREET SPDR DOW JONES IN5.1K shares0.00%2026-06-302026-08-06

APPLIED MATERIALS INC APPLIED MATERIALS INC3.6K shares-11.65%2026-06-302026-08-06

PEP PEPSICO INC18.7K shares-9.40%2026-06-302026-08-06

AVDE AMERICAN CENTY ETF TR28.4K shares-0.27%2026-06-302026-08-06

PSX PHILLIPS 6614.7K shares2.94%2026-06-302026-08-06

USB US BANCORP41.1K shares-0.77%2026-06-302026-08-06

MO ALTRIA GROUP INC34.1K shares-1.57%2026-06-302026-08-06

Sponsored

MTB M & T BK CORP10.1K shares7.65%2026-06-302026-08-06

IWV ISHARES TR5.6K shares-9.46%2026-06-302026-08-06

FRDM EA SERIES TRUST32.2K shares18.01%2026-06-302026-08-06

HBAN HUNTINGTON BANCSHARES INC COM131.9K shares0.02%2026-06-302026-08-06

PGR PROGRESSIVE CORP OHIO COM10.1K shares-1.11%2026-06-302026-08-06

BK BANK OF NEW YORK MELLON CORP15.1K shares3.26%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION11.4K shares27.03%2026-06-302026-08-06

XLE STATE STREET ENERGY SELECT SEC39.9K shares-3.73%2026-06-302026-08-06

Sponsored

VYM VANGUARD HIGH DVD YIELD ETF13.0K shares3.02%2026-06-302026-08-06

PFF ISHARES PREFERRED & INCOME SEC67.1K shares-6.55%2026-06-302026-08-06

VCIT VANGUARD INTER TERM CORP BO .123.8K shares-5.25%2026-06-302026-08-06

INTC INTEL CORP13.7K shares27.78%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR US LARGE C64.5K shares-31.22%2026-06-302026-08-06

HCA HCA HEALTHCARE INC4.9K shares-6.01%2026-06-302026-08-06

BJUN INNOVATOR ETFS TRUST38.5K sharesnew addition2026-06-302026-08-06

COP CONOCOPHILLIPS17.9K shares4.60%2026-06-302026-08-06

Sponsored

STEW SRH TOTAL RETURN FUND100.0K shares0.00%2026-06-302026-08-06

FTV FORTIVE CORP26.2K shares-8.47%2026-06-302026-08-06

CRM SALESFORCE INC.10.1K shares-26.78%2026-06-302026-08-06

VIS VANGUARD INDUSTRIALS ETF4.3K shares2.96%2026-06-302026-08-06

EFV ISHARES MSCI EAFE VALUE ETF20.4K shares9.43%2026-06-302026-08-06

TXN TEXAS INSTRUMENTS5.2K shares54.91%2026-06-302026-08-06

COF CAPITAL ONE FINANCIAL7.7K shares37.01%2026-06-302026-08-06

ECL ECOLAB INC COM5.6K shares-2.17%2026-06-302026-08-06

Sponsored

VXUS VANGUARD TOTAL INTL STOCK ET17.8K shares-11.25%2026-06-302026-08-06

DVY ISHARES DJ SELECT DIVIDEND ETF9.6K shares120.57%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC-CL A2 shares0.00%2026-06-302026-08-06

IWB ISHARES RUSSELL 1000 ETF3.6K shares-9.85%2026-06-302026-08-06

TIP ISHARES BARCLAYS TIPS BOND ETF13.3K shares-1.01%2026-06-302026-08-06

SPTM SPDR SERIES TRUST15.7K shares-0.39%2026-06-302026-08-06

CSX CSX CORPORATION29.6K shares15.34%2026-06-302026-08-06

SLM SLM CORP54.2K shares-11.01%2026-06-302026-08-06

Sponsored

DE DEERE & CO.2.2K shares-0.09%2026-06-302026-08-06

MINT PIMCO ETF TR13.5K shares-3.48%2026-06-302026-08-06

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM3.3K shares15.20%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS31.5K shares4.21%2026-06-302026-08-06

ROST ROSS STORES INC COM6.2K shares-0.53%2026-06-302026-08-06

BMY BRISTOL MYERS SQUIBB CO23.0K shares3.77%2026-06-302026-08-06

NXP SEMICONDUCTORS ADR NXP SEMICONDUCTORS ADR4.7K shares5.93%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A11.1K shares26.06%2026-06-302026-08-06

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL5.7K shares-0.44%2026-06-302026-08-06

NETFLIX INC NETFLIX INC17.8K shares420.24%2026-06-302026-08-06

CHD CHURCH & DWIGHT CO INC13.0K shares-4.21%2026-06-302026-08-06

EOG EOG RES INC9.4K shares-0.68%2026-06-302026-08-06

NUE NUCOR CORP5.5K shares2.28%2026-06-302026-08-06

WFC WELLS FARGO & CO14.5K shares16.15%2026-06-302026-08-06

QCOM QUALCOMM INC6.5K shares15.89%2026-06-302026-08-06

CEF SPROTT PHYSICAL GOLD & SILVER29.6K shares-0.02%2026-06-302026-08-06

Sponsored

PYLD PIMCO ETF TR44.7K shares3.05%2026-06-302026-08-06

HONEYWELL INTERNATIONAL INC HONEYWELL INTERNATIONAL INC5.2K sharesnew addition2026-06-302026-08-06

LIN LINDE PLC ADR2.2K shares2.84%2026-06-302026-08-06

VYMI VANGUARD WHITEHALL INTL HIGH E11.8K shares17.30%2026-06-302026-08-06

SPLV INVESCO S&P 500 LOW VOLATILITY15.4K shares0.00%2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.2K sharesnew addition2026-06-302026-08-06

AFL AFLAC INC9.8K shares22.35%2026-06-302026-08-06

RING ISHARES MSCI GLOBAL GOLD MIN E17.5K shares0.00%2026-06-302026-08-06

Sponsored

BA BOEING COMPANY5.1K shares9.16%2026-06-302026-08-06

NVS NOVARTIS AG SPONSORED ADR7.0K shares-0.01%2026-06-302026-08-06

TFC TRUIST FINANCIAL CORP22.1K shares1.72%2026-06-302026-08-06

SHYG ISHARES 0-5 YEAR HIGH YIELD CO25.2K shares151.64%2026-06-302026-08-06

VXF VANGUARD EXTENDED MARKET ETF4.2K shares0.00%2026-06-302026-08-06

HDV ISHARES CORE HIGH DIVIDEND ETF37.7K shares450.59%2026-06-302026-08-06

ALL ALLSTATE CORP4.3K shares22.18%2026-06-302026-08-06

SHW SHERWIN-WILLIAMS CO3.0K shares42.84%2026-06-302026-08-06

Sponsored

PEY INVESCO HIGH YIELD EQUITY DIVI43.0K shares32.13%2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC3.0K shares40.44%2026-06-302026-08-06

UCON FIRST TR EXCHNG TRADED FD VI39.6K shares-11.16%2026-06-302026-08-06

IVE ISHARES TR4.3K shares-1.03%2026-06-302026-08-06

AVDV AMERICAN CENTY ETF TR9.5K shares0.00%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares0.30%2026-06-302026-08-06

3M CO 3M CO6.0K shares-0.23%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F17.1K shares56.18%2026-06-302026-08-06

Sponsored

XLV STATE STREET HEALTH CARE SELEC6.0K shares-5.53%2026-06-302026-08-06

QUAL ISHARES TR MSCI USA QLT FCT ET4.3K shares-1.07%2026-06-302026-08-06

CORTEVA INC CORTEVA INC10.9K shares5.08%2026-06-302026-08-06

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PR PERMIAN RESOURCES CORP4.2K shares0.65%2026-06-302026-08-06

DGRW WISDOMTREE TR775 sharesnew addition2026-06-302026-08-06

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS591 sharesnew addition2026-06-302026-08-06

Sponsored

FREEPORT MCMORAN INC FREEPORT MCMORAN INC1.1K shares34.28%2026-06-302026-08-06

NOK NOKIA CORP SPONSORED ADR5.4K sharesnew addition2026-06-302026-08-06

USIG ISHARES TR1.4K shares761.88%2026-06-302026-08-06

SOLS SOLSTICE ADVANCED MATERIALS IN792 shares34.69%2026-06-302026-08-06

RIVIAN AUTOMOTIVE INC COM CL A RIVIAN AUTOMOTIVE INC COM CL A4.0K shares34.89%2026-06-302026-08-06

MZTI MARZETTI CO600 sharesnew addition2026-06-302026-08-06

DOMINOS PIZZA DOMINOS PIZZA228 shares850.00%2026-06-302026-08-06

DLR DIGITAL REALTY TR INC375 shares0.00%2026-06-302026-08-06

Sponsored

DBEF DBX ETF TR1.2K shares0.00%2026-06-302026-08-06

VBK VANGUARD SMALL-CAP GROWTH ETF182 shares0.00%2026-06-302026-08-06

TC ENERGY CORPORATION TC ENERGY CORPORATION1.0K shares0.00%2026-06-302026-08-06

DOW DOW INC2.4K shares-5.85%2026-06-302026-08-06

TM TOYOTA MTR CORP SPONSD ADR389 shares0.00%2026-06-302026-08-06

RPG INVESCO S&P 500 PURE GROWTH ET1.0K shares0.00%2026-06-302026-08-06

BKNG BOOKING HOLDINGS INC359 shares7080.00%2026-06-302026-08-06

EIX EDISON INTL858 shares0.82%2026-06-302026-08-06

Sponsored

SJM JM SMUCKER CO/THE-NEW550 shares-30.11%2026-06-302026-08-06

FTNT FORTINET INC COM398 shares5.57%2026-06-302026-08-06

SPYV SPDR STATE STREET SPD ETF1.0K shares0.00%2026-06-302026-08-06

GIS GENERAL MLS INC1.7K shares4.08%2026-06-302026-08-06

HSY THE HERSHEY COMPANY342 shares-0.87%2026-06-302026-08-06

FTEC FIDELITY MSCI INFORMATION TECH210 shares0.00%2026-06-302026-08-06

IGV ISHARES TR655 shares0.00%2026-06-302026-08-06

IYW ISHARES TR235 shares0.00%2026-06-302026-08-06

Sponsored

IMTM ISHARES TR1.1K shares-14.47%2026-06-302026-08-06

KNSL KINSALE CAPITAL GROUP INC177 shares0.00%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR1.6K shares-2.32%2026-06-302026-08-06

SDIV GLOBAL X SUPERDIVIDEND ETF2.3K shares0.00%2026-06-302026-08-06

SIVR ABRDN SILVER ETF TRUST1.0K shares0.00%2026-06-302026-08-06

BKR BAKER HUGHES CO1.0K shares0.00%2026-06-302026-08-06

WES WESTERN MIDSTREAM PARTNERS LP1.3K shares0.00%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR1.6K shares0.06%2026-06-302026-08-06

Sponsored

FNDB SCHWAB STRATEGIC TR1.8K shares-9.62%2026-06-302026-08-06

ITA ISHARES TR222 sharesnew addition2026-06-302026-08-06

HII HUNTINGTON INGALLS INDUSTRIES192 shares76.15%2026-06-302026-08-06

SFNC SIMMONS FIRST NATL CORP2.3K shares1.08%2026-06-302026-08-06

FNDC SCHWAB STRATEGIC TR1.1K shares-3.99%2026-06-302026-08-06

OBDC BLUE OWL CAPITAL CORPORATION4.8K sharesnew addition2026-06-302026-08-06

EA ELECTRONIC ARTS INC255 shares-85.79%2026-06-302026-08-06

MEDTRONIC PLC ADR MEDTRONIC PLC ADR662 shares-4.20%2026-06-302026-08-06

Sponsored

CBRE CBRE GROUP INC384 shares2.13%2026-06-302026-08-06

SCHZ SCHWAB STRATEGIC TR2.2K shares0.00%2026-06-302026-08-06

EMLC VANECK JP MORGAN EMERGING MARK2.0K shares0.00%2026-06-302026-08-06

PKG PACKAGING CORP OF AMERICA213 shares0.00%2026-06-302026-08-06

AAPL

APPLE INC

0.79%

Shares448.4K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-0.46%

Shares255.6K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

0.46%

Shares218.1K

Event2026-06-30

Filed2026-08-06

ISHARES CORE S&P 500 ETF

19.08%

Shares88.7K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC-CL B

-2.70%

Shares123.2K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC CL C

3.33%

Shares162.3K

Event2026-06-30

Filed2026-08-06

VISA INC

4.40%

Shares162.8K

Event2026-06-30

Filed2026-08-06

JP MORGAN CHASE & CO

2.25%

Shares170.0K

Event2026-06-30

Filed2026-08-06

PHYS

SPROTT PHYSICAL GOLD TRUST

-4.86%

Shares1.7M

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON.COM INC

3.69%

Shares208.3K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-3.25%

Shares35.3K

Event2026-06-30

Filed2026-08-06

MASTERCARD INC-A

-2.23%

Shares77.2K

Event2026-06-30

Filed2026-08-06

RMOP

ROCKEFELLER OPPORTUNISTIC MUNI

34.60%

Shares1.4M

Event2026-06-30

Filed2026-08-06

PARKER HANNIFIN CORP COM

0.78%

Shares35.9K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES BARCLAYS 1-3 YEAR TR E

0.36%

Shares389.0K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

1.84%

Shares270.8K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

1.74%

Shares117.6K

Event2026-06-30

Filed2026-08-06

TJX

TJX COMPANIES

0.94%

Shares199.4K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL ETF TRUST

-3.91%

Shares343.2K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SHORT TERM CORP BOND

56.39%

Shares352.2K

Event2026-06-30

Filed2026-08-06

ROK

ROCKWELL AUTOMATION, INC

-0.10%

Shares54.3K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

5.15%

Shares302.6K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD DIVIDEND APPREC ETF

-1.01%

Shares110.4K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO S&P 500 QUALITY ETF

76.06%

Shares272.3K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO.

68.66%

Shares20.0K

Event2026-06-30

Filed2026-08-06

ORACLE CORPORATION COM

-5.30%

Shares162.4K

Event2026-06-30

Filed2026-08-06

COSTCO WHSL CORP NEW

0.23%

Shares25.4K

Event2026-06-30

Filed2026-08-06

JMST

J.P. MORGAN EXCHANGE-TRADED FU

42.51%

Shares466.4K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC CL A

4.90%

Shares65.2K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

-2.19%

Shares262.8K

Event2026-06-30

Filed2026-08-06

CHUBB LTD ADR

2.82%

Shares59.6K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-3.31%

Shares57.0K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

3.69%

Shares78.2K

Event2026-06-30

Filed2026-08-06

LHX

L3 HARRIS TECHNOLOGIES INC

2.99%

Shares66.2K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD FTSE ALL-WORLD EX-US

2.02%

Shares228.9K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORP

176.00%

Shares95.7K

Event2026-06-30

Filed2026-08-06

ISRG

INTUITIVE SURGICAL INC

-0.58%

Shares47.6K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

1.28%

Shares107.8K

Event2026-06-30

Filed2026-08-06

STATE STREET SPDR S&P 500 ETF

2.79%

Shares23.3K

Event2026-06-30

Filed2026-08-06

JCPB

J P MORGAN EXCHANGE TRADED F

-4.75%

Shares368.5K

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

-1.16%

Shares413.7K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES CORE S&P SMALL-CAP ETF

1.37%

Shares114.4K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD FTSE DEVELOPED MARKET

23.24%

Shares236.5K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD GROWTH ETF

503.28%

Shares191.4K

Event2026-06-30

Filed2026-08-06

UITB

VICTORY PORTFOLIOS II

-8.69%

Shares341.1K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP

-12.21%

Shares83.4K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

6.17%

Shares57.1K

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD SHORT TERM BOND ETF

5.64%

Shares195.9K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC CL C

6.03%

Shares35.3K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD INFO TECH ETF

1881.90%

Shares125.4K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES CORE DIVIDEND GROWTH E

2.85%

Shares191.2K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMERICA CORP

-3.44%

Shares244.7K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC.

-0.79%

Shares117.8K

Event2026-06-30

Filed2026-08-06

BARRICK MINING CORP.

-3.66%

Shares358.1K

Event2026-06-30

Filed2026-08-06

META PLATFORMS, INC. CLASS A

13.37%

Shares23.3K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD VALUE ETF

-6.72%

Shares57.9K

Event2026-06-30

Filed2026-08-06

ELV

ELEVANCE HEALTH INC

-0.05%

Shares32.5K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC ADR

29.37%

Shares28.3K

Event2026-06-30

Filed2026-08-06

SNA

SNAP ON INC

0.99%

Shares28.6K

Event2026-06-30

Filed2026-08-06

VANGUARD SMALL-CAP ETF

1.37%

Shares37.5K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

1.94%

Shares80.2K

Event2026-06-30

Filed2026-08-06

HELO

JP MORGAN HEDGED EQUITY ETF

1.42%

Shares158.1K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

124.56%

Shares61.6K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS S&P 500 ETF

21.59%

Shares15.1K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

0.30%

Shares39.7K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TRUST SERIES 1

18.48%

Shares13.6K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR/ISHARES 0-3 MNTH TR

-4.23%

Shares98.5K

Event2026-06-30

Filed2026-08-06

IBM

INTL. BUSINESS MACHINES CORP

0.65%

Shares35.2K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

6.60%

Shares27.1K

Event2026-06-30

Filed2026-08-06

ICE

INTERCONTINENTAL EXCHANGE INC

-3.57%

Shares78.1K

Event2026-06-30

Filed2026-08-06

VANGUARD TOTAL STCK MK ETF

52.25%

Shares25.4K

Event2026-06-30

Filed2026-08-06

LNG

CHENIERE ENERGY INC COM

3.33%

Shares39.0K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

1668.90%

Shares26.1K

Event2026-06-30

Filed2026-08-06

CISCO SYSTEMS INC

1.20%

Shares72.2K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE COMPANY

-21.06%

Shares56.7K

Event2026-06-30

Filed2026-08-06

ISCF

ISHARES TR

8.76%

Shares177.6K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

19.61%

Shares6.5K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELECTRIC

5.55%

Shares52.0K

Event2026-06-30

Filed2026-08-06

ASTRAZENECA PLC ODS

9964.05%

Shares39.8K

Event2026-06-30

Filed2026-08-06

ISHARES CORE MSCI EAFE ETF

12.29%

Shares75.7K

Event2026-06-30

Filed2026-08-06

HYATT HOTELS CORPORATION

3.21%

Shares37.4K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

4.18%

Shares34.4K

Event2026-06-30

Filed2026-08-06

AKRE

AKRE FOCUS ETF

499.75%

Shares132.9K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

-28.64%

Shares70.6K

Event2026-06-30

Filed2026-08-06

VONE

VANGUARD SCOTTSDALE FDS

-5.57%

Shares20.4K

Event2026-06-30

Filed2026-08-06

VANGUARD IND FD MID-CAP

360.45%

Shares83.9K

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC SPON ADR

1.18%

Shares86.1K

Event2026-06-30

Filed2026-08-06

SONY

SONY GROUP CORP SPONS ADR

-55.80%

Shares303.9K

Event2026-06-30

Filed2026-08-06

DFAE

DIMENSIONAL ETF TRUST

8.79%

Shares143.3K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC COM

4.99%

Shares5.7K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORP

-9.03%

Shares18.1K

Event2026-06-30

Filed2026-08-06

RSG

REPUBLIC SERVICES INC

-0.53%

Shares26.2K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP

-1.28%

Shares43.8K

Event2026-06-30

Filed2026-08-06

MSI

MOTOROLA SOLUTIONS, INC

-0.75%

Shares13.2K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

6.16%

Shares16.0K

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTERNATIONAL INC

-11.52%

Shares91.5K

Event2026-06-30

Filed2026-08-06

YUM

YUM! BRANDS INC

-1.98%

Shares32.3K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

-3.70%

Shares23.0K

Event2026-06-30

Filed2026-08-06

ISHARES CORE U.S. AGGREGATE ET

-3.42%

Shares50.4K

Event2026-06-30

Filed2026-08-06

SOUTHSTATE BANK CORPORATION CO

-1.43%

Shares48.1K

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP

2.68%

Shares43.4K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES RUSSELL 2000 ETF

5.16%

Shares14.8K

Event2026-06-30

Filed2026-08-06

ROP

ROPER TECHNOLOGIES INC

-54.93%

Shares12.9K

Event2026-06-30

Filed2026-08-06

DON

WISDOMTREE US MIDCAP DIVIDEND

-11.82%

Shares77.0K

Event2026-06-30

Filed2026-08-06

TRMB

TRIMBLE INC CL B

-28.51%

Shares84.3K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO NEW

-7.39%

Shares44.2K

Event2026-06-30

Filed2026-08-06

QLTY

GMO ETF TRUST

1.86%

Shares100.1K

Event2026-06-30

Filed2026-08-06

BHP

BHP GROUP LIMITED ADR

31.68%

Shares49.0K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES RUSSELL 1000 GROWTH ET

303.72%

Shares32.2K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

2.11%

Shares30.9K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

23.44%

Shares10.6K

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

-3.00%

Shares74.3K

Event2026-06-30

Filed2026-08-06

VANGUARD LARGE-CAP ETF

0.00%

Shares11.3K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

12.47%

Shares14.3K

Event2026-06-30

Filed2026-08-06

BSX

BOSTON SCIENTIFIC CORP

-48.91%

Shares89.4K

Event2026-06-30

Filed2026-08-06

ULTA BEAUTY INC

-14.23%

Shares8.3K

Event2026-06-30

Filed2026-08-06

ADOBE INC

-61.15%

Shares18.3K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING INC

0.61%

Shares16.4K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES RUSSELL MIDCAP ETF

-7.28%

Shares33.2K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-7.53%

Shares3.4K

Event2026-06-30

Filed2026-08-06

BP PLC SPONS ADR

2.98%

Shares97.2K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES MSCI EAFE ETF

3.37%

Shares33.4K

Event2026-06-30

Filed2026-08-06

CRH

CRH PLC

-1.76%

Shares31.5K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABS

-26.32%

Shares34.4K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD SMALL CAP VALUE ETF

-0.35%

Shares12.6K

Event2026-06-30

Filed2026-08-06

ZSCALER INC COM

-58.03%

Shares21.2K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

-0.58%

Shares31.1K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES CORE S&P MID-CAP ETF

7.25%

Shares38.5K

Event2026-06-30

Filed2026-08-06

FCNCA

FIRST CITIZENS BANCSHARES INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

ASTS

AST SPACEMOBILE INC

0.04%

Shares32.6K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC.

9.26%

Shares3.0K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

21.89%

Shares5.6K

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD INTERMEDIATE TERM BON

39.14%

Shares37.0K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTERNATIONAL

0.20%

Shares15.4K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD FTSE EMERGING MARKETS

20.59%

Shares46.3K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

12.31%

Shares6.5K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES RUSSELL 1000 VALUE ETF

53.23%

Shares11.2K

Event2026-06-30

Filed2026-08-06

DIA

STATE STREET SPDR DOW JONES IN

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

APPLIED MATERIALS INC

-11.65%

Shares3.6K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

-9.40%

Shares18.7K

Event2026-06-30

Filed2026-08-06

AVDE

AMERICAN CENTY ETF TR

-0.27%

Shares28.4K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

2.94%

Shares14.7K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

-0.77%

Shares41.1K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

-1.57%

Shares34.1K

Event2026-06-30

Filed2026-08-06

MTB

M & T BK CORP

7.65%

Shares10.1K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

-9.46%

Shares5.6K

Event2026-06-30

Filed2026-08-06

FRDM

EA SERIES TRUST

18.01%

Shares32.2K

Event2026-06-30

Filed2026-08-06

HBAN

HUNTINGTON BANCSHARES INC COM

0.02%

Shares131.9K

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP OHIO COM

-1.11%

Shares10.1K

Event2026-06-30

Filed2026-08-06

BANK OF NEW YORK MELLON CORP

3.26%

Shares15.1K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

27.03%

Shares11.4K

Event2026-06-30

Filed2026-08-06

XLE

STATE STREET ENERGY SELECT SEC

-3.73%

Shares39.9K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD HIGH DVD YIELD ETF

3.02%

Shares13.0K

Event2026-06-30

Filed2026-08-06

PFF

ISHARES PREFERRED & INCOME SEC

-6.55%

Shares67.1K

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD INTER TERM CORP BO .1

-5.25%

Shares23.8K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

27.78%

Shares13.7K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR US LARGE C

-31.22%

Shares64.5K

Event2026-06-30

Filed2026-08-06

HCA

HCA HEALTHCARE INC

-6.01%

Shares4.9K

Event2026-06-30

Filed2026-08-06

BJUN

INNOVATOR ETFS TRUST

New

Shares38.5K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

4.60%

Shares17.9K

Event2026-06-30

Filed2026-08-06

STEW

SRH TOTAL RETURN FUND

0.00%

Shares100.0K

Event2026-06-30

Filed2026-08-06

FTV

FORTIVE CORP

-8.47%

Shares26.2K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC.

-26.78%

Shares10.1K

Event2026-06-30

Filed2026-08-06

VIS

VANGUARD INDUSTRIALS ETF

2.96%

Shares4.3K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES MSCI EAFE VALUE ETF

9.43%

Shares20.4K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRUMENTS

54.91%

Shares5.2K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINANCIAL

37.01%

Shares7.7K

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC COM

-2.17%

Shares5.6K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD TOTAL INTL STOCK ET

-11.25%

Shares17.8K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES DJ SELECT DIVIDEND ETF

120.57%

Shares9.6K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC-CL A

0.00%

Shares2

Event2026-06-30

Filed2026-08-06

IWB

ISHARES RUSSELL 1000 ETF

-9.85%

Shares3.6K

Event2026-06-30

Filed2026-08-06

TIP

ISHARES BARCLAYS TIPS BOND ETF

-1.01%

Shares13.3K

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SERIES TRUST

-0.39%

Shares15.7K

Event2026-06-30

Filed2026-08-06

CSX

CSX CORPORATION

15.34%

Shares29.6K

Event2026-06-30

Filed2026-08-06

SLM

SLM CORP

-11.01%

Shares54.2K

Event2026-06-30

Filed2026-08-06

DEERE & CO.

-0.09%

Shares2.2K

Event2026-06-30

Filed2026-08-06

MINT

PIMCO ETF TR

-3.48%

Shares13.5K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC COM

15.20%

Shares3.3K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS

4.21%

Shares31.5K

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC COM

-0.53%

Shares6.2K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL MYERS SQUIBB CO

3.77%

Shares23.0K

Event2026-06-30

Filed2026-08-06

NXP SEMICONDUCTORS ADR

5.93%

Shares4.7K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC CL A

26.06%

Shares11.1K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

-0.44%

Shares5.7K

Event2026-06-30

Filed2026-08-06

NETFLIX INC

420.24%

Shares17.8K

Event2026-06-30

Filed2026-08-06

CHD

CHURCH & DWIGHT CO INC

-4.21%

Shares13.0K

Event2026-06-30

Filed2026-08-06

EOG

EOG RES INC

-0.68%

Shares9.4K

Event2026-06-30

Filed2026-08-06

NUE

NUCOR CORP

2.28%

Shares5.5K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

16.15%

Shares14.5K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

15.89%

Shares6.5K

Event2026-06-30

Filed2026-08-06

CEF

SPROTT PHYSICAL GOLD & SILVER

-0.02%

Shares29.6K

Event2026-06-30

Filed2026-08-06

PYLD

PIMCO ETF TR

3.05%

Shares44.7K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTERNATIONAL INC

New

Shares5.2K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC ADR

2.84%

Shares2.2K

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD WHITEHALL INTL HIGH E

17.30%

Shares11.8K

Event2026-06-30

Filed2026-08-06

SPLV

INVESCO S&P 500 LOW VOLATILITY

0.00%

Shares15.4K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares5.2K

Event2026-06-30

Filed2026-08-06

AFL

AFLAC INC

22.35%

Shares9.8K

Event2026-06-30

Filed2026-08-06

RING

ISHARES MSCI GLOBAL GOLD MIN E

0.00%

Shares17.5K

Event2026-06-30

Filed2026-08-06

BOEING COMPANY

9.16%

Shares5.1K

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG SPONSORED ADR

-0.01%

Shares7.0K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINANCIAL CORP

1.72%

Shares22.1K

Event2026-06-30

Filed2026-08-06

SHYG

ISHARES 0-5 YEAR HIGH YIELD CO

151.64%

Shares25.2K

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD EXTENDED MARKET ETF

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-06

HDV

ISHARES CORE HIGH DIVIDEND ETF

450.59%

Shares37.7K

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP

22.18%

Shares4.3K

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN-WILLIAMS CO

42.84%

Shares3.0K

Event2026-06-30

Filed2026-08-06

PEY

INVESCO HIGH YIELD EQUITY DIVI

32.13%

Shares43.0K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

40.44%

Shares3.0K

Event2026-06-30

Filed2026-08-06

UCON

FIRST TR EXCHNG TRADED FD VI

-11.16%

Shares39.6K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

-1.03%

Shares4.3K

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

0.30%

Shares1.0K

Event2026-06-30

Filed2026-08-06

3M CO

-0.23%

Shares6.0K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

56.18%

Shares17.1K

Event2026-06-30

Filed2026-08-06

XLV

STATE STREET HEALTH CARE SELEC

-5.53%

Shares6.0K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR MSCI USA QLT FCT ET

-1.07%

Shares4.3K

Event2026-06-30

Filed2026-08-06

CORTEVA INC

5.08%

Shares10.9K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETROLEUM CORPORATION

-6.63%

Shares3.6K

Event2026-06-30

Filed2026-08-06

CNC

CENTENE CORP

-40.59%

Shares14.3K

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES TR CORE S&P US GROWTH

-1.12%

Shares4.8K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WORKS

7.87%

Shares3.4K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

0.08%

Shares1.3K

Event2026-06-30

Filed2026-08-06

PYPL

PAYPAL HOLDINGS INC

-65.23%

Shares20.8K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TRUST

-15.13%

Shares2.4K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

-6.84%

Shares6.9K

Event2026-06-30

Filed2026-08-06

TSCO

TRACTOR SUPPLY CO

-12.61%

Shares27.6K

Event2026-06-30

Filed2026-08-06

FBNC

FIRST BANCORP NC COM

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-06

JMUB

J P MORGAN EXCHANGE TRADED F

-5.77%

Shares16.4K

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD FTSE ALL WORLD X-US S

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-06

VGIT

VANGUARD SCOTTSDALE INTER TERM

-12.24%

Shares13.1K

Event2026-06-30

Filed2026-08-06

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares28.9K

Event2026-06-30

Filed2026-08-06

TROW

PRICE T ROWE GROUP INC

-1.05%

Shares6.7K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES S&P MIDCAP 400/GRWTH E

-6.17%

Shares6.5K

Event2026-06-30

Filed2026-08-06

DEXC

DIMENSIONAL ETF TRUST

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR INC

-0.11%

Shares5.4K

Event2026-06-30

Filed2026-08-06

XLB

STATE STREET MATERIALS SELECT

0.52%

Shares14.4K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

129.33%

Shares11.6K

Event2026-06-30

Filed2026-08-06

TMUS

T-MOBILE US INC COM

-32.84%

Shares4.2K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORPORATION COM U

711.22%

Shares1.6K

Event2026-06-30

Filed2026-08-06

IWP

ISHARES RUSSELL MIDCAP GRWTH E

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

4.13%

Shares2.7K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC ADR

-82.02%

Shares5.5K

Event2026-06-30

Filed2026-08-06

ACUITY, INC.

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

QNITY ELECTRONICS INC

8525.00%

Shares4.1K

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

0.83%

Shares9.9K

Event2026-06-30

Filed2026-08-06

XLF

FINANCIAL SELECT SECTOR SPDR

-7.71%

Shares12.2K

Event2026-06-30

Filed2026-08-06

XLK

STATE STREET TECHNOLOGY SELECT

-12.44%

Shares3.4K

Event2026-06-30

Filed2026-08-06

STATE STREET SPDR PORTFOLIO S&

3451.69%

Shares7.4K

Event2026-06-30

Filed2026-08-06

PULS

PGIM ETF TR

-55.74%

Shares12.1K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

-13.63%

Shares20.3K

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES TR

-82.38%

Shares10.4K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

2.19%

Shares5.8K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

1.43%

Shares1.6K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

-1.01%

Shares10.9K

Event2026-06-30

Filed2026-08-06

NVO

NOVO NORDISK AS SPONS ADR

-71.96%

Shares11.3K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORPORATION

38.97%

Shares1.7K

Event2026-06-30

Filed2026-08-06

CINF

CINCINNATI FINANCIAL CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

IJJ

ISHARES S&P MIDCAP 400/VALUE E

-7.08%

Shares3.5K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC

163.84%

Shares16.1K

Event2026-06-30

Filed2026-08-06

AMERIPRISE FINANCIAL INC COM

967.62%

Shares1.1K

Event2026-06-30

Filed2026-08-06

RNST

RENASANT CORP

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-06

MGNR

AMERICAN BEACON SELECT FUNDS

72.31%

Shares9.6K

Event2026-06-30

Filed2026-08-06

MKS INC.

0.20%

Shares1.0K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR SCHWAB

0.03%

Shares8.6K

Event2026-06-30

Filed2026-08-06

AT & T INC

-10.04%

Shares21.8K

Event2026-06-30

Filed2026-08-06

FNDE

SCHWAB STRATEGIC TR

0.04%

Shares11.3K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-1.44%

Shares5.4K

Event2026-06-30

Filed2026-08-06

LYFT INC

27.95%

Shares30.1K

Event2026-06-30

Filed2026-08-06

IEF

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR NEW ETF

-16.09%

Shares5.7K

Event2026-06-30

Filed2026-08-06

AZO

AUTOZONE INC

New

Shares134

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCHANGE-TRADED FUND T

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

HYEM

VANECK ETF TRUST

0.00%

Shares21.1K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

2.20%

Shares186

Event2026-06-30

Filed2026-08-06

IJS

ISHARES S&P SMALLCAP 600/VAL E

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

CONSTELLATION BRANDS INC

-76.80%

Shares3.0K

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP C

New

Shares2.4K

Event2026-06-30

Filed2026-08-06

AIZ

ASSURANT INC/SH

30380.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

VCRB

VANGUARD MALVERN CORE BD ETF

-7.60%

Shares5.3K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINANCIAL SERVICES GROUP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

PPG

PPG INDUSTRIES INC

-3.24%

Shares3.3K

Event2026-06-30

Filed2026-08-06

DUPONT DE NEMOURS INC (R/S)

New

Shares3.0K

Event2026-06-30

Filed2026-08-06

NKE

NIKE INC CLASS B COM

-74.56%

Shares9.7K

Event2026-06-30

Filed2026-08-06

XEL

XCEL ENERGY INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

AWK

AMERICAN WATER WORKS CO INC

-1.51%

Shares3.0K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP.

9.59%

Shares617

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP. COMMON STOCK

109.80%

Shares514

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

128.49%

Shares2.9K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHERN CORP

0.16%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

-4.38%

Shares4.1K

Event2026-06-30

Filed2026-08-06

DFGR

DIMENSIONAL ETF TRUST

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-06

WSM

WILLIAMS-SONOMA, INC.

20050.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

RVT

ROYCE SMALL CAP TRUST

0.00%

Shares19.0K

Event2026-06-30

Filed2026-08-06

CARR

CARRIER GLOBAL CORP

-3.27%

Shares4.8K

Event2026-06-30

Filed2026-08-06

AOR

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

MDY

STATE STREET SPDR S&P MIDCAP 4

0.00%

Shares463

Event2026-06-30

Filed2026-08-06

JPST

JP MORGAN ETF ULTRA SHORT

-86.25%

Shares6.3K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

-17.81%

Shares3.4K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS LP

322.49%

Shares8.5K

Event2026-06-30

Filed2026-08-06

SCHJ

SCHWAB STRATEGIC TR

47.98%

Shares12.5K

Event2026-06-30

Filed2026-08-06

BLOOM ENERGY CO/SH CL A

1.70%

Shares1.0K

Event2026-06-30

Filed2026-08-06

ACA

ARCOSA INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

GPC

GENUINE PARTS CO

-16.31%

Shares2.6K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP COM NEW

910.20%

Shares990

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

48.83%

Shares509

Event2026-06-30

Filed2026-08-06

RWR

STATE STREET SPDR DOW JONES RE

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

JQUA

JPMORGAN US QUALITY FACTOR ETF

560.73%

Shares4.0K

Event2026-06-30

Filed2026-08-06

FLUOR CORP NEW

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-06

OKE

ONEOK INC

267.95%

Shares3.3K

Event2026-06-30

Filed2026-08-06

AIVL

WISDOMTREE US DIVIDEND EX-FINA

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

SHOP

SHOPIFY INC CL B

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

MUSA

MURPHY USA INC

-7.68%

Shares505

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

6.83%

Shares2.4K

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB STRATEGIC TR

-3.66%

Shares8.6K

Event2026-06-30

Filed2026-08-06

UNILEVER PLC/S ADR

938.23%

Shares4.5K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

26.91%

Shares11.0K

Event2026-06-30

Filed2026-08-06

GBTC

GRAYSCALE BITCOIN TRUST ETF

-3.03%

Shares5.8K

Event2026-06-30

Filed2026-08-06

IJT

ISHARES S&P SMALLCAP/600 GROWT

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

SAP

SAP SE ADR

6624.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HOLDINGS INC CL A

18.73%

Shares336

Event2026-06-30

Filed2026-08-06

IEI

ISHARES TR

-1.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGI/US MID-CAP ETF

0.09%

Shares6.9K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD MEGA CAP FUND E

1054.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVC INC CL B

28.93%

Shares2.3K

Event2026-06-30

Filed2026-08-06

XLY

STATE STREET CONSUMER DIS SELE

-21.73%

Shares2.1K

Event2026-06-30

Filed2026-08-06

CNQ

CANADIAN NATURAL RESOURCES LTD

2008.56%

Shares6.2K

Event2026-06-30

Filed2026-08-06

APOLLO GLOBAL MGMT INC

0.49%

Shares2.1K

Event2026-06-30

Filed2026-08-06

ATO

ATMOS ENERGY CORPORATION

0.29%

Shares1.4K

Event2026-06-30

Filed2026-08-06

INTERNATIONAL PAPER CO

-0.37%

Shares6.2K

Event2026-06-30

Filed2026-08-06

BDX

BECTON DICKINSON & CO

-44.22%

Shares1.6K

Event2026-06-30

Filed2026-08-06

DLTR

DOLLAR TREE INC

-3.38%

Shares1.9K

Event2026-06-30

Filed2026-08-06

CANADIAN IMPERIAL BANK OF CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-06

SCHR

SCHWAB STRATEGIC TR

77.92%

Shares9.3K

Event2026-06-30

Filed2026-08-06

XLI

STATE STREET INDUSTRIAL SELECT

-2.24%

Shares1.2K

Event2026-06-30

Filed2026-08-06

MOS

THE MOSAIC COMPANY

-27.92%

Shares10.6K

Event2026-06-30

Filed2026-08-06

PRK

PARK NATIONAL CORP COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

844.68%

Shares444

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

139.40%

Shares2.6K

Event2026-06-30

Filed2026-08-06

IWS

ISHARES RUSSELL MIDCAP VALUE E

-25.13%

Shares1.3K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES TR

0.13%

Shares3.2K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

1.25%

Shares730

Event2026-06-30

Filed2026-08-06

PPA

INVESCO ETF TR AEROSPACE DEFEN

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INCORPORATED ADR

-4.17%

Shares4.0K

Event2026-06-30

Filed2026-08-06

CTAS

CINTAS CORP

2339.22%

Shares1.2K

Event2026-06-30

Filed2026-08-06

FISERV INC

-83.16%

Shares4.3K

Event2026-06-30

Filed2026-08-06

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD MID-CAP GROWTH ETF

-14.04%

Shares649

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD REAL ESTATE ETF

-1.11%

Shares2.1K

Event2026-06-30

Filed2026-08-06

HEI

HEICO CORP NEW

561.90%

Shares556

Event2026-06-30

Filed2026-08-06

IWN

ISHARES RUSSELL 2000 VALUE ETF

4.00%

Shares857

Event2026-06-30

Filed2026-08-06

GEHC

GE HEALTHCARE TECHNOLOGIES INC

23.15%

Shares2.9K

Event2026-06-30

Filed2026-08-06

VANGUARD TOT WORLD STK ETF

0.09%

Shares1.2K

Event2026-06-30

Filed2026-08-06

AUB

ATLANTIC UNION BANKSHARES CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-06

ABERDEEN STANDARD PHYSICAL GOL

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-06

DVN

DEVON ENERGY

475.98%

Shares4.4K

Event2026-06-30

Filed2026-08-06

KEYS

KEYSIGHT TECHNOLOGIES INC

0.60%

Shares504

Event2026-06-30

Filed2026-08-06

CAH

CARDINAL HEALTH INC

0.41%

Shares737

Event2026-06-30

Filed2026-08-06

AXON

AXON ENTERPRISE

0.33%

Shares307

Event2026-06-30

Filed2026-08-06

APD

AIR PRODS & CHEMS INC

7.73%

Shares585

Event2026-06-30

Filed2026-08-06

CCL

CARNIVAL CORP LTD

New

Shares6.0K

Event2026-06-30

Filed2026-08-06

CIGNA GROUP

-4.63%

Shares618

Event2026-06-30

Filed2026-08-06

DYNF

BLACKROCK ETF T/U S EQUITY FAC

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

13.72%

Shares5.0K

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP-CL A

-19.45%

Shares6.7K

Event2026-06-30

Filed2026-08-06

STATE STREET UTILITIES SELECT

12.66%

Shares3.6K

Event2026-06-30

Filed2026-08-06

BMOP

BNY MELLON ETF TRUST II

0.70%

Shares6.4K

Event2026-06-30

Filed2026-08-06

MET

METLIFE INC

-4.68%

Shares1.9K

Event2026-06-30

Filed2026-08-06

AGILENT TECHNOLOGIES INC

1.03%

Shares1.2K

Event2026-06-30

Filed2026-08-06

BSET

BASSETT FURNITURE INDUSTRIES I

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-06

LDRX

RBB FD INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

0.00%

Shares938

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

-14.82%

Shares385

Event2026-06-30

Filed2026-08-06

SOFI

SOFI TECHNOLOGIES INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-06

MNST

MONSTER BEVERAGE CORP

1.16%

Shares1.6K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

-8.01%

Shares1.5K

Event2026-06-30

Filed2026-08-06

PIPR

PIPER SANDLER COMPANIES

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

INTU

INTUIT

7.77%

Shares569

Event2026-06-30

Filed2026-08-06

IWY

ISHARES RUSSELL TOP 200 GROWTH

0.00%

Shares499

Event2026-06-30

Filed2026-08-06

FLMI

FRANKLIN TEMPLETON ETF TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-06

PSLV

SPROTT PHYSICAL SILVER TRUST

-35.06%

Shares7.6K

Event2026-06-30

Filed2026-08-06

KRG

KITE REALTY GROUP TRUST REIT

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

SCHE

SCHWAB STRATEGIC TR

-11.50%

Shares3.9K

Event2026-06-30

Filed2026-08-06

NDAQ

NASDAQ INC

-3.36%

Shares1.8K

Event2026-06-30

Filed2026-08-06

OMFL

INVESCO ETF SELF-INDEXED FD TR

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

XLP

STATE STREET CONSUMER STAPLES

-7.21%

Shares1.7K

Event2026-06-30

Filed2026-08-06

DBB

INVESCO DB MULTI-SECTOR COMMOD

New

Shares5.8K

Event2026-06-30

Filed2026-08-06

WAT

WATERS CORP

-10.65%

Shares369

Event2026-06-30

Filed2026-08-06

TORONTO DOMINION BANK

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

ASML

ASML HOLDING ADR

0.00%

Shares68

Event2026-06-30

Filed2026-08-06

FEDEX FREIGHT HOLDING COMPANY

New

Shares856

Event2026-06-30

Filed2026-08-06

GRMN

GARMIN LTD/SH SH ADR

-0.74%

Shares538

Event2026-06-30

Filed2026-08-06

CURTISS WRIGHT CORP

0.00%

Shares168

Event2026-06-30

Filed2026-08-06

STE

STERIS PLC ADR

30000.00%

Shares602

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR US DIV EQU

-62.25%

Shares4.0K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares917

Event2026-06-30

Filed2026-08-06

VTIP

VANGUARD MALVERN FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

MFC

MANULIFE FINANCIAL CORP. ADR

New

Shares3.0K

Event2026-06-30

Filed2026-08-06

FDS

FACTSET RESEARCH SYSTEM INC

1102.27%

Shares529

Event2026-06-30

Filed2026-08-06

SRLN

SSGA ACTIVE TR BLACKSTONE SENR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

HPE

HEWLETT PACKARD ENTERPRISE C

1.13%

Shares2.7K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP

57.05%

Shares234

Event2026-06-30

Filed2026-08-06

IWX

ISHARES RUSSELL TOP 200 VALUE

11.75%

Shares1.1K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR INTL EQUIT

0.21%

Shares4.3K

Event2026-06-30

Filed2026-08-06

IWO

ISHARES RUSSELL 2000 GROWTH ET

-5.66%

Shares300

Event2026-06-30

Filed2026-08-06

VANECK VECTORS GOLD MINERS ETF

48.29%

Shares1.6K

Event2026-06-30

Filed2026-08-06

WDFC

WD 40 CO

New

Shares471

Event2026-06-30

Filed2026-08-06

IAUM

ISHARES GOLD TRUST MICRO

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

MCO

MOODYS CORP

0.40%

Shares252

Event2026-06-30

Filed2026-08-06

DHI

D R HORTON INC

640.22%

Shares681

Event2026-06-30

Filed2026-08-06

TWLO

TWILIO INC CL A

0.94%

Shares537

Event2026-06-30

Filed2026-08-06

CNI

CANADIAN NATIONAL RAILWAY CO

0.00%

Shares919

Event2026-06-30

Filed2026-08-06

EMF

TEMPLETON EMERGING MKTS FD

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-06

HELMERICH & PAYNE INC

New

Shares3.3K

Event2026-06-30

Filed2026-08-06

EVLV

EVOLV TECHNOLOGIES HLDNGS INC

0.00%

Shares18.6K

Event2026-06-30

Filed2026-08-06

WAB

WABTEC CORP

23.75%

Shares396

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

0.00%

Shares161

Event2026-06-30

Filed2026-08-06

ON SEMICONDUCTOR CORP

0.45%

Shares1.1K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

18.37%

Shares741

Event2026-06-30

Filed2026-08-06

COWZ

PACER FUNDS TR/US CS COWS 100

181.68%

Shares1.6K

Event2026-06-30

Filed2026-08-06

MKL

MARKEL GROUP INC COM

-1.89%

Shares52

Event2026-06-30

Filed2026-08-06

PAYX

PAYCHEX INC

-80.15%

Shares1.0K

Event2026-06-30

Filed2026-08-06

HTO

H2O AMERICA

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

SPYD

SPDR SER PORTFOLIO S&P 500 HI

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

OTIS

OTIS WORLDWIDE CORP

-16.34%

Shares1.3K

Event2026-06-30

Filed2026-08-06

DIV

GLOBAL X GLOBX SUPDV US ETF

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

IQLT

ISHARES MSCI INTL QUALITY FACT

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

BTX

BLACKROCK TECH AND PRIVATE EQU

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-06

SCHQ

SCHWAB STRATEGIC TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

PEG

PUBLIC SVC ENTERPRISE GROUP

0.61%

Shares1.1K

Event2026-06-30

Filed2026-08-06

WPC

WP CAREY INC REIT

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

EMN

EASTMAN CHEM CO

7994.12%

Shares1.4K

Event2026-06-30

Filed2026-08-06

SCHO

SCHWAB STRATEGIC TR

New

Shares3.8K

Event2026-06-30

Filed2026-08-06

FPE

FIRST TRUST PREFERRED SECURITI

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

0.43%

Shares2.6K

Event2026-06-30

Filed2026-08-06

LEN

LENNAR CORP CL A

5.49%

Shares980

Event2026-06-30

Filed2026-08-06

EFAV

ISHARES TR

0.00%

Shares984

Event2026-06-30

Filed2026-08-06

SPOTIFY TECHNOLOGY SA ADR

2.20%

Shares186

Event2026-06-30

Filed2026-08-06

TTD

THE TRADE DESK INC CL A

1.44%

Shares4.7K

Event2026-06-30

Filed2026-08-06

SEIC

SEI INVESTMENTS COMPANY

0.00%

Shares963

Event2026-06-30

Filed2026-08-06

TOWN

TOWNE BANK

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SPTS

STATE STREET SPDR PORTFOLIO SH

5718.37%

Shares2.9K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

-1.54%

Shares767

Event2026-06-30

Filed2026-08-06

ETR

ENTERGY CORP

-0.71%

Shares701

Event2026-06-30

Filed2026-08-06

MGV

VANGUARD WORLD FD MEGA CAP VAL

0.00%

Shares480

Event2026-06-30

Filed2026-08-06

SDY

SPDR SERIES TRUST

115.06%

Shares514

Event2026-06-30

Filed2026-08-06

SPTL

SPDR SER TR PORTFOLIO LONG ETF

New

Shares3.0K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

590.48%

Shares290

Event2026-06-30

Filed2026-08-06

IDA

IDACORP INC

0.00%

Shares515

Event2026-06-30

Filed2026-08-06

BRTR

BLACKROCK ETF TRUST II

-4.92%

Shares1.5K

Event2026-06-30

Filed2026-08-06

WSFS

WSFS FINANCIAL CORP COM

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

PERMIAN RESOURCES CORP

0.65%

Shares4.2K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

New

Shares775

Event2026-06-30

Filed2026-08-06

VANGUARD SCOTTSDALE FDS

New

Shares591

Event2026-06-30

Filed2026-08-06

FREEPORT MCMORAN INC

34.28%

Shares1.1K

Event2026-06-30

Filed2026-08-06

NOK

NOKIA CORP SPONSORED ADR

New

Shares5.4K

Event2026-06-30

Filed2026-08-06

USIG

ISHARES TR

761.88%

Shares1.4K

Event2026-06-30

Filed2026-08-06

SOLS

SOLSTICE ADVANCED MATERIALS IN

34.69%

Shares792

Event2026-06-30

Filed2026-08-06

RIVIAN AUTOMOTIVE INC COM CL A

34.89%

Shares4.0K

Event2026-06-30

Filed2026-08-06

MZTI

MARZETTI CO

New

Shares600

Event2026-06-30

Filed2026-08-06

DOMINOS PIZZA

850.00%

Shares228

Event2026-06-30

Filed2026-08-06

DLR

DIGITAL REALTY TR INC

0.00%

Shares375

Event2026-06-30

Filed2026-08-06

DBEF

DBX ETF TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.00%

Shares182

Event2026-06-30

Filed2026-08-06

TC ENERGY CORPORATION

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

DOW

DOW INC

-5.85%

Shares2.4K

Event2026-06-30

Filed2026-08-06

TOYOTA MTR CORP SPONSD ADR

0.00%

Shares389

Event2026-06-30

Filed2026-08-06

RPG

INVESCO S&P 500 PURE GROWTH ET

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

BKNG

BOOKING HOLDINGS INC

7080.00%

Shares359

Event2026-06-30

Filed2026-08-06

EIX

EDISON INTL

0.82%

Shares858

Event2026-06-30

Filed2026-08-06

SJM

JM SMUCKER CO/THE-NEW

-30.11%

Shares550

Event2026-06-30

Filed2026-08-06

FTNT

FORTINET INC COM

5.57%

Shares398

Event2026-06-30

Filed2026-08-06

SPYV

SPDR STATE STREET SPD ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

GIS

GENERAL MLS INC

4.08%

Shares1.7K

Event2026-06-30

Filed2026-08-06

HSY

THE HERSHEY COMPANY

-0.87%

Shares342

Event2026-06-30

Filed2026-08-06

FTEC

FIDELITY MSCI INFORMATION TECH

0.00%

Shares210

Event2026-06-30

Filed2026-08-06

IGV

ISHARES TR

0.00%

Shares655

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

0.00%

Shares235

Event2026-06-30

Filed2026-08-06

IMTM

ISHARES TR

-14.47%

Shares1.1K

Event2026-06-30

Filed2026-08-06

KNSL

KINSALE CAPITAL GROUP INC

0.00%

Shares177

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

-2.32%

Shares1.6K

Event2026-06-30

Filed2026-08-06

SDIV

GLOBAL X SUPERDIVIDEND ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

BKR

BAKER HUGHES CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

WES

WESTERN MIDSTREAM PARTNERS LP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

0.06%

Shares1.6K

Event2026-06-30

Filed2026-08-06

FNDB

SCHWAB STRATEGIC TR

-9.62%

Shares1.8K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

New

Shares222

Event2026-06-30

Filed2026-08-06

HII

HUNTINGTON INGALLS INDUSTRIES

76.15%

Shares192

Event2026-06-30

Filed2026-08-06

SFNC

SIMMONS FIRST NATL CORP

1.08%

Shares2.3K

Event2026-06-30

Filed2026-08-06

FNDC

SCHWAB STRATEGIC TR

-3.99%

Shares1.1K

Event2026-06-30

Filed2026-08-06

OBDC

BLUE OWL CAPITAL CORPORATION

New

Shares4.8K

Event2026-06-30

Filed2026-08-06

ELECTRONIC ARTS INC

-85.79%

Shares255

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC ADR

-4.20%

Shares662

Event2026-06-30

Filed2026-08-06

CBRE

CBRE GROUP INC

2.13%

Shares384

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

EMLC

VANECK JP MORGAN EMERGING MARK

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

PKG

PACKAGING CORP OF AMERICA

0.00%

Shares213

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available