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The Analysis of Spartan Wealth Advisory Services LLC's Holdings & P&L

Currently, Spartan Wealth Advisory Services LLC holds 320 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in SGOV (+126.5K shares, valued at $12.7M), IDEQ (+161.5K shares, valued at $5.7M), HFXI (+121.2K shares, valued at $4.6M); decreased their positions in MU (-189.4K shares, valued at $218.6M), SNDK (-52.2K shares, valued at $118.7M), WDC (-126.9K shares, valued at $81.1M); initiated new positions in IDEQ (+161.5K shares, valued at $5.7M), HFXI (+121.2K shares, valued at $4.6M), VEEV (+17.1K shares, valued at $3.0M).

1M P&L

+7.3M+0.77%

3M P&L

+39.9M+4.35%

HY P&L

+90.3M+10.42%

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/A413.3M

41.1%

2Semiconductors95.9M

9.5%

3Internet Content & Information80.7M

8.0%

Top Industries by Stock Count

1N/A129 stocks

47.1%

2Semiconductors9 stocks

3.3%

3Capital Markets6 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOGL ALPHABET INC188.8K shares2.95%2026-06-302026-08-05

AAPL APPLE INC203.5K shares-1.42%2026-06-302026-08-05

NVDA NVIDIA CORPORATION252.8K shares6.79%2026-06-302026-08-05

AMZN AMAZON COM INC197.4K shares3.47%2026-06-302026-08-05

MSFT MICROSOFT CORP98.5K shares0.93%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC61.4K shares1.87%2026-06-302026-08-05

SGOV ISHARES TR307.3K shares69.95%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC25.3K shares-88.23%2026-06-302026-08-05

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC31.4K shares5.37%2026-06-302026-08-05

JFLX J P MORGAN EXCHANGE TRADED F429.0K shares1.79%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC27.8K shares2.09%2026-06-302026-08-05

ANET ARISTA NETWORKS INC107.3K shares4.92%2026-06-302026-08-05

LLY ELI LILLY & CO15.2K shares7.32%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO51.4K shares5.35%2026-06-302026-08-05

BROADCOM INC BROADCOM INC44.2K shares3.02%2026-06-302026-08-05

VONG VANGUARD SCOTTSDALE FDS127.4K shares19.88%2026-06-302026-08-05

Sponsored

UCON FIRST TR EXCHNG TRADED FD VI637.5K shares1.72%2026-06-302026-08-05

VONV VANGUARD SCOTTSDALE FDS142.5K shares11.67%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC44.1K shares10.89%2026-06-302026-08-05

VOO VANGUARD INDEX FDS19.1K shares-5.00%2026-06-302026-08-05

SPIB SPDR SERIES TRUST390.6K shares2.19%2026-06-302026-08-05

CAT CATERPILLAR INC12.1K shares6.53%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP92.9K shares1.13%2026-06-302026-08-05

VISA INC VISA INC33.0K shares-6.00%2026-06-302026-08-05

Sponsored

FTQI FIRST TR EXCHANGE TRADED FD508.2K shares-1.08%2026-06-302026-08-05

IG PRINCIPAL EXCHANGE TRADED FD524.8K shares3.06%2026-06-302026-08-05

DUKZ NORTHERN LIGHTS FD TR407.8K shares0.81%2026-06-302026-08-05

SBND COLUMBIA ETF TR I551.0K shares1.11%2026-06-302026-08-05

TSLA TESLA INC24.5K shares2.54%2026-06-302026-08-05

EVLN MORGAN STANLEY ETF TRUST211.3K shares1.78%2026-06-302026-08-05

TMB THORNBURG ETF TR398.9K shares6.00%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL19.6K shares5.89%2026-06-302026-08-05

Sponsored

VOE VANGUARD INDEX FDS49.6K shares1.83%2026-06-302026-08-05

C CITIGROUP INC68.7K shares8.33%2026-06-302026-08-05

ASML ASML HLDG NV4.7K shares12.65%2026-06-302026-08-05

SNDK SANDISK CORP3.9K shares-93.05%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC15.2K shares26.86%2026-06-302026-08-05

GOOG ALPHABET INC24.9K shares0.59%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION9.1K shares0.70%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC71.5K shares1.84%2026-06-302026-08-05

Sponsored

HYGV FLEXSHARES TR191.5K shares2.15%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC18.1K shares-34.27%2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST84.1K shares45.40%2026-06-302026-08-05

MUNI PIMCO ETF TR140.4K shares0.93%2026-06-302026-08-05

FENI FIDELITY COVINGTON TRUST180.5K shares-14.58%2026-06-302026-08-05

LIN LINDE PLC13.9K shares5.31%2026-06-302026-08-05

SCHD SCHWAB STRATEGIC TR224.9K shares-4.25%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR37.1K shares49.64%2026-06-302026-08-05

Sponsored

LODI ETF SER SOLUTIONS261.3K shares12.77%2026-06-302026-08-05

MGC VANGUARD WORLD FD23.3K shares0.13%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON24.8K shares-6.12%2026-06-302026-08-05

VCIT VANGUARD SCOTTSDALE FDS75.2K shares1.34%2026-06-302026-08-05

XCEM COLUMBIA ETF TR II110.3K shares3.75%2026-06-302026-08-05

MUB ISHARES TR53.9K shares20.23%2026-06-302026-08-05

EVIM MORGAN STANLEY ETF TRUST108.6K shares9.45%2026-06-302026-08-05

QQQ INVESCO QQQ TR7.8K shares22.49%2026-06-302026-08-05

Sponsored

IDEQ LAZARD ACTIVE ETF TR161.5K sharesnew addition2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR187.2K shares40.61%2026-06-302026-08-05

WMT WALMART INC46.0K shares5.28%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC5.1K shares0.81%2026-06-302026-08-05

PREF PRINCIPAL EXCHANGE TRADED FD261.3K shares2.32%2026-06-302026-08-05

ABBVIE INC ABBVIE INC19.3K shares4.73%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS67.7K shares-0.99%2026-06-302026-08-05

PHM PULTE GROUP INC34.9K shares1.95%2026-06-302026-08-05

Sponsored

MUST COLUMBIA ETF TR I229.7K shares1.06%2026-06-302026-08-05

KO COCA COLA CO57.1K shares-3.02%2026-06-302026-08-05

HFXI NEW YORK LIFE INVESTMENTS ET121.2K sharesnew addition2026-06-302026-08-05

MS MORGAN STANLEY21.9K shares-1.72%2026-06-302026-08-05

QQQM INVESCO EXCH TRADED FD TR II14.7K shares59.61%2026-06-302026-08-05

VRT VERTIV HOLDINGS CO13.1K shares-0.79%2026-06-302026-08-05

VO VANGUARD INDEX FDS53.8K shares300.81%2026-06-302026-08-05

DE DEERE & CO6.6K shares5.35%2026-06-302026-08-05

Sponsored

IBIT ISHARES BITCOIN TRUST ETF135.4K shares2.46%2026-06-302026-08-05

MCD MCDONALDS CORP15.0K shares-21.56%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC8.0K shares-2.39%2026-06-302026-08-05

TJX TJX COS INC NEW26.3K shares-2.79%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP4.0K shares-3.17%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED7.5K shares-7.78%2026-06-302026-08-05

VB VANGUARD INDEX FDS11.8K shares-0.79%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO10.6K shares-8.24%2026-06-302026-08-05

Sponsored

IGV ISHARES TR36.2K shares3.85%2026-06-302026-08-05

SERVICENOW INC SERVICENOW INC32.9K shares130.06%2026-06-302026-08-05

ORACLE CORP ORACLE CORP22.0K shares-5.71%2026-06-302026-08-05

DTE DTE ENERGY CO21.0K shares0.64%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO33.2K shares5.51%2026-06-302026-08-05

ONEQ FIDELITY COMWLTH TR30.5K shares0.00%2026-06-302026-08-05

ALAB ASTERA LABS INC6.4K shares-23.70%2026-06-302026-08-05

SYY SYSCO CORP36.8K shares3.38%2026-06-302026-08-05

Sponsored

VEEV VEEVA SYS INC17.1K sharesnew addition2026-06-302026-08-05

PG PROCTER & GAMBLE CO20.6K shares-26.11%2026-06-302026-08-05

PSA PUBLIC STORAGE9.4K shares18.34%2026-06-302026-08-05

FDX FEDEX CORP9.5K shares-1.18%2026-06-302026-08-05

SLYG SPDR SERIES TRUST24.9K shares-1.04%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION15.1K shares0.00%2026-06-302026-08-05

XLC SELECT SECTOR SPDR TR26.7K shares251.79%2026-06-302026-08-05

BIL SPDR SERIES TRUST30.2K shares4.39%2026-06-302026-08-05

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.6K shares8.16%2026-06-302026-08-05

WFC WELLS FARGO & CO31.7K shares-3.35%2026-06-302026-08-05

SDVY FIRST TR EXCHANGE TRADED FD60.3K shares7.73%2026-06-302026-08-05

CBOE CBOE GLOBAL MKTS INC10.7K shares3.97%2026-06-302026-08-05

AMT AMERICAN TOWER CORP15.1K shares-3.24%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC17.9K shares4.78%2026-06-302026-08-05

VTEB VANGUARD MUN BD FDS46.7K shares0.00%2026-06-302026-08-05

EMR EMERSON ELEC CO16.3K shares-1.48%2026-06-302026-08-05

Sponsored

NBIS NEBIUS GROUP N.V.8.4K shares178.67%2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC54.4K shares5.32%2026-06-302026-08-05

EFA ISHARES TR22.1K shares4.14%2026-06-302026-08-05

AVUV AMERICAN CENTY ETF TR18.3K shares3.23%2026-06-302026-08-05

SMMD ISHARES TR24.5K shares3.10%2026-06-302026-08-05

INTC INTEL CORP15.8K shares-8.87%2026-06-302026-08-05

VOT VANGUARD INDEX FDS7.2K shares-8.63%2026-06-302026-08-05

ISHARES TR ISHARES TR2.9K shares0.03%2026-06-302026-08-05

Sponsored

PEP PEPSICO INC15.9K shares4.80%2026-06-302026-08-05

HONEYWELL INTL INC HONEYWELL INTL INC9.6K sharesnew addition2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP6.7K shares-2.01%2026-06-302026-08-05

AMERIPRISE FINL INC AMERIPRISE FINL INC4.5K shares-4.53%2026-06-302026-08-05

INCM FRANKLIN TEMPLETON ETF TR70.7K shares13.21%2026-06-302026-08-05

ASTRAZENECA PLC ASTRAZENECA PLC10.6K shares-3.04%2026-06-302026-08-05

FLKR FRANKLIN TEMPLETON ETF TR30.1K shares-10.09%2026-06-302026-08-05

RDDT REDDIT INC11.3K shares-1.86%2026-06-302026-08-05

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC5.9K shares-1.67%2026-06-302026-08-05

SCHA SCHWAB STRATEGIC TR52.7K shares3.74%2026-06-302026-08-05

ETR ENTERGY CORP NEW16.2K shares0.28%2026-06-302026-08-05

JEPI J P MORGAN EXCHANGE TRADED F32.6K shares-3.22%2026-06-302026-08-05

TDG TRANSDIGM GROUP INC1.4K shares-3.39%2026-06-302026-08-05

VTV VANGUARD INDEX FDS8.3K shares0.73%2026-06-302026-08-05

COP CONOCOPHILLIPS17.2K shares-5.98%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP3.5K shares-2.36%2026-06-302026-08-05

Sponsored

FNDX SCHWAB STRATEGIC TR57.0K shares11.32%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F29.0K shares1.85%2026-06-302026-08-05

GE GE AEROSPACE4.6K shares3.25%2026-06-302026-08-05

ISRG INTUITIVE SURGICAL INC4.3K shares0.85%2026-06-302026-08-05

VUG VANGUARD INDEX FDS19.4K shares456.31%2026-06-302026-08-05

PLD PROLOGIS INC.12.1K shares-1.97%2026-06-302026-08-05

BSX BOSTON SCIENTIFIC CORP38.1K shares-41.40%2026-06-302026-08-05

PSC PRINCIPAL EXCHANGE TRADED FD22.9K shares11.25%2026-06-302026-08-05

Sponsored

FMHI FIRST TR EXCH TRADED FD III31.6K shares-6.40%2026-06-302026-08-05

GEV GE VERNOVA INC1.3K shares2.14%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS4.1K shares45.11%2026-06-302026-08-05

DTM DT MIDSTREAM INC10.1K shares0.72%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC20.3K shares54.52%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR41.4K shares48.96%2026-06-302026-08-05

XLI SELECT SECTOR SPDR TR7.4K shares1.70%2026-06-302026-08-05

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC6.1K sharesnew addition2026-06-302026-08-05

Sponsored

DVN DEVON ENERGY CORP NEW32.8K shares5.74%2026-06-302026-08-05

HACK AMPLIFY ETF TR12.9K shares0.00%2026-06-302026-08-05

YUM YUM BRANDS INC8.2K shares-1.89%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR24.2K shares42.71%2026-06-302026-08-05

AVDE AMERICAN CENTY ETF TR14.4K shares0.56%2026-06-302026-08-05

MAGS LISTED FDS TR19.5K shares-1.10%2026-06-302026-08-05

SOLS SOLSTICE ADVANCED MATLS INC14.1K shares-4.75%2026-06-302026-08-05

WSM WILLIAMS SONOMA INC5.2K shares-1.21%2026-06-302026-08-05

Sponsored

SCHF SCHWAB STRATEGIC TR42.9K shares7.51%2026-06-302026-08-05

TDIV FIRST TR EXCHANGE TRADED FD10.3K shares0.00%2026-06-302026-08-05

SHIFT4 PMTS INC SHIFT4 PMTS INC23.7K shares24.31%2026-06-302026-08-05

IJR ISHARES TR7.5K shares-4.40%2026-06-302026-08-05

UPS UNITED PARCEL SVCS INC10.3K shares-3.35%2026-06-302026-08-05

BAB INVESCO EXCH TRADED FD TR II40.4K shares-15.64%2026-06-302026-08-05

COIN COINBASE GLOBAL INC7.3K shares3.54%2026-06-302026-08-05

IJH ISHARES TR13.4K shares-0.22%2026-06-302026-08-05

Sponsored

CRCL CIRCLE INTERNET GROUP INC16.3K shares39.11%2026-06-302026-08-05

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC6.7K sharesnew addition2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC5.4K shares3607.53%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F6.1K shares0.00%2026-06-302026-08-05

HD HOME DEPOT INC2.7K shares-5.28%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR6.0K shares24.09%2026-06-302026-08-05

GLD SPDR GOLD TR2.6K shares19.39%2026-06-302026-08-05

XLY SELECT SECTOR SPDR TR8.0K shares72.12%2026-06-302026-08-05

Sponsored

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST12.1K sharesnew addition2026-06-302026-08-05

CWB SPDR SERIES TRUST8.3K shares0.02%2026-06-302026-08-05

CVX CHEVRON CORPORATION4.9K shares-2.33%2026-06-302026-08-05

SLYV SPDR SERIES TRUST7.5K shares-12.59%2026-06-302026-08-05

FVD FIRST TR EXCHANGE-TRADED FD16.9K shares-8.03%2026-06-302026-08-05

LULU LULULEMON ATHLETICA INC7.1K shares-7.78%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR15.1K shares53.81%2026-06-302026-08-05

CMI CUMMINS INC1.1K shares-0.45%2026-06-302026-08-05

Sponsored

KMTS KESTRA MED TECHNOLOGIES LTD30.9K shares2.04%2026-06-302026-08-05

AVEM AMERICAN CENTY ETF TR8.1K shares13.34%2026-06-302026-08-05

IWF ISHARES TR6.2K shares297.20%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC4.2K shares-2.21%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-05

SCHV SCHWAB STRATEGIC TR21.5K shares0.08%2026-06-302026-08-05

BDX BECTON DICKINSON & CO4.9K shares-8.84%2026-06-302026-08-05

MO ALTRIA GROUP INC10.3K shares4.36%2026-06-302026-08-05

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC6.3K shares7.48%2026-06-302026-08-05

WDC WESTERN DIGITAL CORP1.1K shares-99.12%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC8.2K shares9.26%2026-06-302026-08-05

TXN TEXAS INSTRS INC2.4K shares-1.15%2026-06-302026-08-05

STRATEGY INC STRATEGY INC8.2K shares17.06%2026-06-302026-08-05

HBAN HUNTINGTON BANCSHARES INC40.0K shares0.00%2026-06-302026-08-05

CRWV COREWEAVE INC7.0K shares74.30%2026-06-302026-08-05

BX BLACKSTONE INC5.9K shares-4.38%2026-06-302026-08-05

Sponsored

FDVV FIDELITY COVINGTON TRUST11.5K shares-0.22%2026-06-302026-08-05

ISHARES TR ISHARES TR7.1K shares0.00%2026-06-302026-08-05

FV FIRST TR EXCHANGE TRADED FD8.9K shares-4.27%2026-06-302026-08-05

CDNS CADENCE DESIGN SYSTEM INC1.8K shares-0.68%2026-06-302026-08-05

CCI CROWN CASTLE INC8.7K shares-7.78%2026-06-302026-08-05

FLEX FLEX LTD4.0K shares0.00%2026-06-302026-08-05

DAL DELTA AIR LINES INC6.9K shares6.61%2026-06-302026-08-05

PVAL PUTNAM ETF TRUST12.7K shares0.79%2026-06-302026-08-05

Sponsored

NETFLIX INC. NETFLIX INC.8.8K shares-8.87%2026-06-302026-08-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.0K shares-1.64%2026-06-302026-08-05

IWB ISHARES TR1.5K shares0.00%2026-06-302026-08-05

ETV EATON VANCE TAX-MANAGED BUY-41.6K shares0.00%2026-06-302026-08-05

DKNG DRAFTKINGS INC NEW23.9K shares6.23%2026-06-302026-08-05

SMH VANECK ETF TRUST910 sharesnew addition2026-06-302026-08-05

IEMG ISHARES INC7.0K shares-0.44%2026-06-302026-08-05

QCOM QUALCOMM INC3.2K shares3.31%2026-06-302026-08-05

Sponsored

FNDF SCHWAB STRATEGIC TR10.9K shares14.69%2026-06-302026-08-05

OXY OCCIDENTAL PETE CORP11.7K shares-2.33%2026-06-302026-08-05

HOOD ROBINHOOD MKTS INC5.6K shares-6.33%2026-06-302026-08-05

VGT VANGUARD WORLD FD4.7K sharesnew addition2026-06-302026-08-05

BAC BANK OF AMER CORP9.8K shares-32.84%2026-06-302026-08-05

BCSF BAIN CAP SPECIALTY FIN INC44.3K shares-8.25%2026-06-302026-08-05

LRCX LAM RESEARCH CORP1.3K sharesnew addition2026-06-302026-08-05

IWM ISHARES TR1.8K shares0.55%2026-06-302026-08-05

Sponsored

NVO NOVO-NORDISK A S11.0K shares-0.14%2026-06-302026-08-05

FBTC FIDELITY WISE ORIGIN BITCOIN10.3K shares121.33%2026-06-302026-08-05

F FORD MTR CO37.9K shares1.37%2026-06-302026-08-05

DVY ISHARES TR3.3K shares-6.17%2026-06-302026-08-05

PFE PFIZER INC20.4K shares10.50%2026-06-302026-08-05

BUFR FIRST TR EXCHNG TRADED FD VI13.5K shares-17.01%2026-06-302026-08-05

IBDS ISHARES TR20.0K shares-7.75%2026-06-302026-08-05

IWD ISHARES TR2.0K shares0.00%2026-06-302026-08-05

Sponsored

SYK STRYKER CORPORATION1.5K shares1.77%2026-06-302026-08-05

SOFI SOFI TECHNOLOGIES INC26.3K shares19.68%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC969 shares8.63%2026-06-302026-08-05

TWLO TWILIO INC2.2K shares-17.13%2026-06-302026-08-05

GBTC GRAYSCALE BITCOIN TRUST ETF9.5K shares3.12%2026-06-302026-08-05

CROX CROCS INC3.6K shares-30.79%2026-06-302026-08-05

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.5K sharesnew addition2026-06-302026-08-05

CATH GLOBAL X FDS4.7K shares-3.20%2026-06-302026-08-05

Sponsored

BA BOEING CO1.9K shares-53.63%2026-06-302026-08-05

DELL DELL TECHNOLOGIES INC963 sharesnew addition2026-06-302026-08-05

ZOETIS INC ZOETIS INC5.7K shares-13.99%2026-06-302026-08-05

ADOBE INC ADOBE INC1.9K shares107.34%2026-06-302026-08-05

AOK ISHARES TR9.4K shares-16.20%2026-06-302026-08-05

TD TORONTO DOMINION BK ONT3.1K shares-25.56%2026-06-302026-08-05

IXUS ISHARES TR4.0K shares0.00%2026-06-302026-08-05

SCHI SCHWAB STRATEGIC TR16.2K shares1.88%2026-06-302026-08-05

Sponsored

FNDA SCHWAB STRATEGIC TR9.7K shares0.56%2026-06-302026-08-05

QBTS D-WAVE QUANTUM INC15.1K shares17.93%2026-06-302026-08-05

MDLZ MONDELEZ INTL INC6.2K shares-0.50%2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR7.8K shares3.12%2026-06-302026-08-05

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD3.6K shares-24.94%2026-06-302026-08-05

T AT&T INC16.8K shares4.26%2026-06-302026-08-05

IREN IREN LIMITED7.5K sharesnew addition2026-06-302026-08-05

XLRE SELECT SECTOR SPDR TR7.8K sharesnew addition2026-06-302026-08-05

Sponsored

SBUX STARBUCKS CORP3.2K shares-3.58%2026-06-302026-08-05

KMI KINDER MORGAN INC DEL10.2K shares0.05%2026-06-302026-08-05

MRK MERCK & CO INC2.5K shares-2.61%2026-06-302026-08-05

CLF CLEVELAND-CLIFFS INC NEW33.9K shares-1.17%2026-06-302026-08-05

FI FISERV INC6.5K shares-16.97%2026-06-302026-08-05

JD JD.COM INC12.3K shares-15.12%2026-06-302026-08-05

GM GENERAL MTRS CO4.1K shares-17.20%2026-06-302026-08-05

NYCB FLAGSTAR BANK NATIONAL ASSOC20.9K shares-3.09%2026-06-302026-08-05

Sponsored

ETHA ISHARES ETHEREUM TR26.0K shares-20.61%2026-06-302026-08-05

FITB FIFTH THIRD BANCORP5.4K shares-7.36%2026-06-302026-08-05

AFFIRM HLDGS INC AFFIRM HLDGS INC3.8K sharesnew addition2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO885 shares-3.17%2026-06-302026-08-05

GLW CORNING INC1.2K sharesnew addition2026-06-302026-08-05

CPST CALAMOS ETF TR10.7K shares0.00%2026-06-302026-08-05

CHUBB LIMITED CHUBB LIMITED863 shares-0.80%2026-06-302026-08-05

XLP SELECT SECTOR SPDR TR3.5K sharesnew addition2026-06-302026-08-05

Sponsored

ASST STRIVE INC26.9K sharesnew addition2026-06-302026-08-05

SCHR SCHWAB STRATEGIC TR11.9K shares29.41%2026-06-302026-08-05

PRU PRUDENTIAL FINL INC2.7K shares-13.63%2026-06-302026-08-05

MUU DIREXION SHARES ETF TRUST274 shares-95.92%2026-06-302026-08-05

CRM SALESFORCE INC1.8K shares-36.91%2026-06-302026-08-05

VOOG VANGUARD ADMIRAL FDS INC3.3K shares502.35%2026-06-302026-08-05

QTOP ISHARES TR7.1K sharesnew addition2026-06-302026-08-05

IBDT ISHARES TR10.8K shares-49.38%2026-06-302026-08-05

Sponsored

MRVL MARVELL TECHNOLOGY INC910 shares-63.08%2026-06-302026-08-05

DIA STATE STR SPDR DOW JONES IND519 sharesnew addition2026-06-302026-08-05

DEXCOM INC DEXCOM INC4.0K shares-8.05%2026-06-302026-08-05

UWMC UWM HOLDINGS CORPORATION117.1K shares8.30%2026-06-302026-08-05

NKE NIKE INC6.5K shares-10.56%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW2.1K shares0.00%2026-06-302026-08-05

AIG AMERICAN INTL GROUP INC3.6K shares0.00%2026-06-302026-08-05

RKT ROCKET COS INC16.7K shares-0.29%2026-06-302026-08-05

Sponsored

VFH VANGUARD WORLD FD2.0K shares0.00%2026-06-302026-08-05

ABT ABBOTT LABORATORIES2.9K shares-4.00%2026-06-302026-08-05

ORLY OREILLY AUTOMOTIVE INC2.8K shares-88.63%2026-06-302026-08-05

IBDU ISHARES TR11.1K shares-39.01%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS903 shares0.11%2026-06-302026-08-05

DECK DECKERS OUTDOOR CORP2.5K shares-61.18%2026-06-302026-08-05

RFDI FIRST TR EXCH TRADED FD III2.8K shares-1.28%2026-06-302026-08-05

CELH CELSIUS HLDGS INC8.2K sharesnew addition2026-06-302026-08-05

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T2.1K shares-20.96%2026-06-302026-08-05

WAT WATERS CORP624 shares-13.45%2026-06-302026-08-05

VGK VANGUARD INTL EQUITY INDEX F2.6K shares-1.31%2026-06-302026-08-05

CMS CMS ENERGY CORP3.0K shares-0.43%2026-06-302026-08-05

COF CAPITAL ONE FINL CORP1.2K shares-28.13%2026-06-302026-08-05

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC1.7K shares0.00%2026-06-302026-08-05

GLRY NORTHERN LTS FD TR IV5.3K sharesnew addition2026-06-302026-08-05

PFF ISHARES TR7.3K shares-14.14%2026-06-302026-08-05

Sponsored

ITOT ISHARES TR1.4K sharesnew addition2026-06-302026-08-05

BLK BLACKROCK INC225 shares1.81%2026-06-302026-08-05

UNP UNION PAC CORP772 shares-14.51%2026-06-302026-08-05

SPYV SPDR SERIES TRUST3.5K shares-4.88%2026-06-302026-08-05

IWR ISHARES TR1.9K sharesnew addition2026-06-302026-08-05

REMX VANECK ETF TRUST2.4K shares-17.54%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS877 sharesnew addition2026-06-302026-08-05

PRF INVESCO EXCHANGE TRADED FD T3.8K sharesnew addition2026-06-302026-08-05

Sponsored

LOW LOWES COS INC928 shares-4.92%2026-06-302026-08-05

MPC MARATHON PETE CORP799 sharesnew addition2026-06-302026-08-05

SHOP SHOPIFY INC1.8K shares-16.42%2026-06-302026-08-05

ASTS AST SPACEMOBILE INC2.3K sharesnew addition2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL900 shares-16.20%2026-06-302026-08-05

PAVE GLOBAL X FDS3.4K sharesnew addition2026-06-302026-08-05

SNAP SNAP INC37.5K shares-5.81%2026-06-302026-08-05

SMR NUSCALE PWR CORP13.2K shares0.00%2026-06-302026-08-05

Sponsored

XRP BITWISE XRP ETF10.9K shares2.93%2026-06-302026-08-05

ABTC AMERICAN BITCOIN CORP.173.6K shares0.00%2026-06-302026-08-05

PGX INVESCO EXCH TRADED FD TR II10.2K shares0.00%2026-06-302026-08-05

SOUN SOUNDHOUND AI INC12.7K shares18.69%2026-06-302026-08-05

NIO INC NIO INC13.6K shares0.00%2026-06-302026-08-05

BBAI BIGBEAR AI HLDGS INC16.6K shares-29.83%2026-06-302026-08-05

OPK OPKO HEALTH INC20.0K shares0.00%2026-06-302026-08-05

ROCKWELL MED INC ROCKWELL MED INC25.0K shares0.00%2026-06-302026-08-05

Sponsored

GOOGL

ALPHABET INC

2.95%

Shares188.8K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-1.42%

Shares203.5K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

6.79%

Shares252.8K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

3.47%

Shares197.4K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

0.93%

Shares98.5K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

1.87%

Shares61.4K

Event2026-06-30

Filed2026-08-05

SGOV

ISHARES TR

69.95%

Shares307.3K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

-88.23%

Shares25.3K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

5.37%

Shares31.4K

Event2026-06-30

Filed2026-08-05

JFLX

J P MORGAN EXCHANGE TRADED F

1.79%

Shares429.0K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

2.09%

Shares27.8K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

4.92%

Shares107.3K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

7.32%

Shares15.2K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

5.35%

Shares51.4K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

3.02%

Shares44.2K

Event2026-06-30

Filed2026-08-05

VONG

VANGUARD SCOTTSDALE FDS

19.88%

Shares127.4K

Event2026-06-30

Filed2026-08-05

UCON

FIRST TR EXCHNG TRADED FD VI

1.72%

Shares637.5K

Event2026-06-30

Filed2026-08-05

VONV

VANGUARD SCOTTSDALE FDS

11.67%

Shares142.5K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

10.89%

Shares44.1K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

-5.00%

Shares19.1K

Event2026-06-30

Filed2026-08-05

SPIB

SPDR SERIES TRUST

2.19%

Shares390.6K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

6.53%

Shares12.1K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

1.13%

Shares92.9K

Event2026-06-30

Filed2026-08-05

VISA INC

-6.00%

Shares33.0K

Event2026-06-30

Filed2026-08-05

FTQI

FIRST TR EXCHANGE TRADED FD

-1.08%

Shares508.2K

Event2026-06-30

Filed2026-08-05

PRINCIPAL EXCHANGE TRADED FD

3.06%

Shares524.8K

Event2026-06-30

Filed2026-08-05

DUKZ

NORTHERN LIGHTS FD TR

0.81%

Shares407.8K

Event2026-06-30

Filed2026-08-05

SBND

COLUMBIA ETF TR I

1.11%

Shares551.0K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

2.54%

Shares24.5K

Event2026-06-30

Filed2026-08-05

EVLN

MORGAN STANLEY ETF TRUST

1.78%

Shares211.3K

Event2026-06-30

Filed2026-08-05

TMB

THORNBURG ETF TR

6.00%

Shares398.9K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

5.89%

Shares19.6K

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS

1.83%

Shares49.6K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

8.33%

Shares68.7K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

12.65%

Shares4.7K

Event2026-06-30

Filed2026-08-05

SNDK

SANDISK CORP

-93.05%

Shares3.9K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

26.86%

Shares15.2K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

0.59%

Shares24.9K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

0.70%

Shares9.1K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

1.84%

Shares71.5K

Event2026-06-30

Filed2026-08-05

HYGV

FLEXSHARES TR

2.15%

Shares191.5K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

-34.27%

Shares18.1K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

45.40%

Shares84.1K

Event2026-06-30

Filed2026-08-05

MUNI

PIMCO ETF TR

0.93%

Shares140.4K

Event2026-06-30

Filed2026-08-05

FENI

FIDELITY COVINGTON TRUST

-14.58%

Shares180.5K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

5.31%

Shares13.9K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

-4.25%

Shares224.9K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

49.64%

Shares37.1K

Event2026-06-30

Filed2026-08-05

LODI

ETF SER SOLUTIONS

12.77%

Shares261.3K

Event2026-06-30

Filed2026-08-05

MGC

VANGUARD WORLD FD

0.13%

Shares23.3K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-6.12%

Shares24.8K

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD SCOTTSDALE FDS

1.34%

Shares75.2K

Event2026-06-30

Filed2026-08-05

XCEM

COLUMBIA ETF TR II

3.75%

Shares110.3K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

20.23%

Shares53.9K

Event2026-06-30

Filed2026-08-05

EVIM

MORGAN STANLEY ETF TRUST

9.45%

Shares108.6K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

22.49%

Shares7.8K

Event2026-06-30

Filed2026-08-05

IDEQ

LAZARD ACTIVE ETF TR

New

Shares161.5K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

40.61%

Shares187.2K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

5.28%

Shares46.0K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

0.81%

Shares5.1K

Event2026-06-30

Filed2026-08-05

PREF

PRINCIPAL EXCHANGE TRADED FD

2.32%

Shares261.3K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

4.73%

Shares19.3K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-0.99%

Shares67.7K

Event2026-06-30

Filed2026-08-05

PHM

PULTE GROUP INC

1.95%

Shares34.9K

Event2026-06-30

Filed2026-08-05

MUST

COLUMBIA ETF TR I

1.06%

Shares229.7K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

-3.02%

Shares57.1K

Event2026-06-30

Filed2026-08-05

HFXI

NEW YORK LIFE INVESTMENTS ET

New

Shares121.2K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

-1.72%

Shares21.9K

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

59.61%

Shares14.7K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

-0.79%

Shares13.1K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

300.81%

Shares53.8K

Event2026-06-30

Filed2026-08-05

DEERE & CO

5.35%

Shares6.6K

Event2026-06-30

Filed2026-08-05

IBIT

ISHARES BITCOIN TRUST ETF

2.46%

Shares135.4K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

-21.56%

Shares15.0K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC

-2.39%

Shares8.0K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

-2.79%

Shares26.3K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

-3.17%

Shares4.0K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

-7.78%

Shares7.5K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-0.79%

Shares11.8K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

-8.24%

Shares10.6K

Event2026-06-30

Filed2026-08-05

IGV

ISHARES TR

3.85%

Shares36.2K

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

130.06%

Shares32.9K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

-5.71%

Shares22.0K

Event2026-06-30

Filed2026-08-05

DTE

DTE ENERGY CO

0.64%

Shares21.0K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

5.51%

Shares33.2K

Event2026-06-30

Filed2026-08-05

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares30.5K

Event2026-06-30

Filed2026-08-05

ALAB

ASTERA LABS INC

-23.70%

Shares6.4K

Event2026-06-30

Filed2026-08-05

SYY

SYSCO CORP

3.38%

Shares36.8K

Event2026-06-30

Filed2026-08-05

VEEV

VEEVA SYS INC

New

Shares17.1K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

-26.11%

Shares20.6K

Event2026-06-30

Filed2026-08-05

PSA

PUBLIC STORAGE

18.34%

Shares9.4K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

-1.18%

Shares9.5K

Event2026-06-30

Filed2026-08-05

SLYG

SPDR SERIES TRUST

-1.04%

Shares24.9K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

0.00%

Shares15.1K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

251.79%

Shares26.7K

Event2026-06-30

Filed2026-08-05

BIL

SPDR SERIES TRUST

4.39%

Shares30.2K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

8.16%

Shares3.6K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

-3.35%

Shares31.7K

Event2026-06-30

Filed2026-08-05

SDVY

FIRST TR EXCHANGE TRADED FD

7.73%

Shares60.3K

Event2026-06-30

Filed2026-08-05

CBOE

CBOE GLOBAL MKTS INC

3.97%

Shares10.7K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

-3.24%

Shares15.1K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

4.78%

Shares17.9K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

0.00%

Shares46.7K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

-1.48%

Shares16.3K

Event2026-06-30

Filed2026-08-05

NBIS

NEBIUS GROUP N.V.

178.67%

Shares8.4K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

5.32%

Shares54.4K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

4.14%

Shares22.1K

Event2026-06-30

Filed2026-08-05

AVUV

AMERICAN CENTY ETF TR

3.23%

Shares18.3K

Event2026-06-30

Filed2026-08-05

SMMD

ISHARES TR

3.10%

Shares24.5K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

-8.87%

Shares15.8K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD INDEX FDS

-8.63%

Shares7.2K

Event2026-06-30

Filed2026-08-05

ISHARES TR

0.03%

Shares2.9K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

4.80%

Shares15.9K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC

New

Shares9.6K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

-2.01%

Shares6.7K

Event2026-06-30

Filed2026-08-05

AMERIPRISE FINL INC

-4.53%

Shares4.5K

Event2026-06-30

Filed2026-08-05

INCM

FRANKLIN TEMPLETON ETF TR

13.21%

Shares70.7K

Event2026-06-30

Filed2026-08-05

ASTRAZENECA PLC

-3.04%

Shares10.6K

Event2026-06-30

Filed2026-08-05

FLKR

FRANKLIN TEMPLETON ETF TR

-10.09%

Shares30.1K

Event2026-06-30

Filed2026-08-05

RDDT

REDDIT INC

-1.86%

Shares11.3K

Event2026-06-30

Filed2026-08-05

TRAVELERS COMPANIES INC

-1.67%

Shares5.9K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

3.74%

Shares52.7K

Event2026-06-30

Filed2026-08-05

ETR

ENTERGY CORP NEW

0.28%

Shares16.2K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

-3.22%

Shares32.6K

Event2026-06-30

Filed2026-08-05

TDG

TRANSDIGM GROUP INC

-3.39%

Shares1.4K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

0.73%

Shares8.3K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

-5.98%

Shares17.2K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

-2.36%

Shares3.5K

Event2026-06-30

Filed2026-08-05

FNDX

SCHWAB STRATEGIC TR

11.32%

Shares57.0K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

1.85%

Shares29.0K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

3.25%

Shares4.6K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

0.85%

Shares4.3K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

456.31%

Shares19.4K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

-1.97%

Shares12.1K

Event2026-06-30

Filed2026-08-05

BSX

BOSTON SCIENTIFIC CORP

-41.40%

Shares38.1K

Event2026-06-30

Filed2026-08-05

PSC

PRINCIPAL EXCHANGE TRADED FD

11.25%

Shares22.9K

Event2026-06-30

Filed2026-08-05

FMHI

FIRST TR EXCH TRADED FD III

-6.40%

Shares31.6K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

2.14%

Shares1.3K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

45.11%

Shares4.1K

Event2026-06-30

Filed2026-08-05

DTM

DT MIDSTREAM INC

0.72%

Shares10.1K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

54.52%

Shares20.3K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

48.96%

Shares41.4K

Event2026-06-30

Filed2026-08-05

XLI

SELECT SECTOR SPDR TR

1.70%

Shares7.4K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC

New

Shares6.1K

Event2026-06-30

Filed2026-08-05

DVN

DEVON ENERGY CORP NEW

5.74%

Shares32.8K

Event2026-06-30

Filed2026-08-05

HACK

AMPLIFY ETF TR

0.00%

Shares12.9K

Event2026-06-30

Filed2026-08-05

YUM

YUM BRANDS INC

-1.89%

Shares8.2K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

42.71%

Shares24.2K

Event2026-06-30

Filed2026-08-05

AVDE

AMERICAN CENTY ETF TR

0.56%

Shares14.4K

Event2026-06-30

Filed2026-08-05

MAGS

LISTED FDS TR

-1.10%

Shares19.5K

Event2026-06-30

Filed2026-08-05

SOLS

SOLSTICE ADVANCED MATLS INC

-4.75%

Shares14.1K

Event2026-06-30

Filed2026-08-05

WSM

WILLIAMS SONOMA INC

-1.21%

Shares5.2K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

7.51%

Shares42.9K

Event2026-06-30

Filed2026-08-05

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares10.3K

Event2026-06-30

Filed2026-08-05

SHIFT4 PMTS INC

24.31%

Shares23.7K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

-4.40%

Shares7.5K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

-3.35%

Shares10.3K

Event2026-06-30

Filed2026-08-05

BAB

INVESCO EXCH TRADED FD TR II

-15.64%

Shares40.4K

Event2026-06-30

Filed2026-08-05

COIN

COINBASE GLOBAL INC

3.54%

Shares7.3K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

-0.22%

Shares13.4K

Event2026-06-30

Filed2026-08-05

CRCL

CIRCLE INTERNET GROUP INC

39.11%

Shares16.3K

Event2026-06-30

Filed2026-08-05

FEDEX FGHT HLDG CO INC

New

Shares6.7K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC

3607.53%

Shares5.4K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

-5.28%

Shares2.7K

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

24.09%

Shares6.0K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

19.39%

Shares2.6K

Event2026-06-30

Filed2026-08-05

XLY

SELECT SECTOR SPDR TR

72.12%

Shares8.0K

Event2026-06-30

Filed2026-08-05

ROUNDHILL ETF TRUST

New

Shares12.1K

Event2026-06-30

Filed2026-08-05

CWB

SPDR SERIES TRUST

0.02%

Shares8.3K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-2.33%

Shares4.9K

Event2026-06-30

Filed2026-08-05

SLYV

SPDR SERIES TRUST

-12.59%

Shares7.5K

Event2026-06-30

Filed2026-08-05

FVD

FIRST TR EXCHANGE-TRADED FD

-8.03%

Shares16.9K

Event2026-06-30

Filed2026-08-05

LULU

LULULEMON ATHLETICA INC

-7.78%

Shares7.1K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

53.81%

Shares15.1K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC

-0.45%

Shares1.1K

Event2026-06-30

Filed2026-08-05

KMTS

KESTRA MED TECHNOLOGIES LTD

2.04%

Shares30.9K

Event2026-06-30

Filed2026-08-05

AVEM

AMERICAN CENTY ETF TR

13.34%

Shares8.1K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

297.20%

Shares6.2K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

-2.21%

Shares4.2K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-05

SCHV

SCHWAB STRATEGIC TR

0.08%

Shares21.5K

Event2026-06-30

Filed2026-08-05

BDX

BECTON DICKINSON & CO

-8.84%

Shares4.9K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

4.36%

Shares10.3K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

7.48%

Shares6.3K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP

-99.12%

Shares1.1K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

9.26%

Shares8.2K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

-1.15%

Shares2.4K

Event2026-06-30

Filed2026-08-05

STRATEGY INC

17.06%

Shares8.2K

Event2026-06-30

Filed2026-08-05

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares40.0K

Event2026-06-30

Filed2026-08-05

CRWV

COREWEAVE INC

74.30%

Shares7.0K

Event2026-06-30

Filed2026-08-05

BLACKSTONE INC

-4.38%

Shares5.9K

Event2026-06-30

Filed2026-08-05

FDVV

FIDELITY COVINGTON TRUST

-0.22%

Shares11.5K

Event2026-06-30

Filed2026-08-05

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-05

FIRST TR EXCHANGE TRADED FD

-4.27%

Shares8.9K

Event2026-06-30

Filed2026-08-05

CDNS

CADENCE DESIGN SYSTEM INC

-0.68%

Shares1.8K

Event2026-06-30

Filed2026-08-05

CCI

CROWN CASTLE INC

-7.78%

Shares8.7K

Event2026-06-30

Filed2026-08-05

FLEX

FLEX LTD

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC

6.61%

Shares6.9K

Event2026-06-30

Filed2026-08-05

PVAL

PUTNAM ETF TRUST

0.79%

Shares12.7K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

-8.87%

Shares8.8K

Event2026-06-30

Filed2026-08-05

ACCENTURE PLC IRELAND

-1.64%

Shares5.0K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

ETV

EATON VANCE TAX-MANAGED BUY-

0.00%

Shares41.6K

Event2026-06-30

Filed2026-08-05

DKNG

DRAFTKINGS INC NEW

6.23%

Shares23.9K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

New

Shares910

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

-0.44%

Shares7.0K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

3.31%

Shares3.2K

Event2026-06-30

Filed2026-08-05

FNDF

SCHWAB STRATEGIC TR

14.69%

Shares10.9K

Event2026-06-30

Filed2026-08-05

OXY

OCCIDENTAL PETE CORP

-2.33%

Shares11.7K

Event2026-06-30

Filed2026-08-05

HOOD

ROBINHOOD MKTS INC

-6.33%

Shares5.6K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

New

Shares4.7K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

-32.84%

Shares9.8K

Event2026-06-30

Filed2026-08-05

BCSF

BAIN CAP SPECIALTY FIN INC

-8.25%

Shares44.3K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

0.55%

Shares1.8K

Event2026-06-30

Filed2026-08-05

NVO

NOVO-NORDISK A S

-0.14%

Shares11.0K

Event2026-06-30

Filed2026-08-05

FBTC

FIDELITY WISE ORIGIN BITCOIN

121.33%

Shares10.3K

Event2026-06-30

Filed2026-08-05

FORD MTR CO

1.37%

Shares37.9K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES TR

-6.17%

Shares3.3K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

10.50%

Shares20.4K

Event2026-06-30

Filed2026-08-05

BUFR

FIRST TR EXCHNG TRADED FD VI

-17.01%

Shares13.5K

Event2026-06-30

Filed2026-08-05

IBDS

ISHARES TR

-7.75%

Shares20.0K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

1.77%

Shares1.5K

Event2026-06-30

Filed2026-08-05

SOFI

SOFI TECHNOLOGIES INC

19.68%

Shares26.3K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

8.63%

Shares969

Event2026-06-30

Filed2026-08-05

TWLO

TWILIO INC

-17.13%

Shares2.2K

Event2026-06-30

Filed2026-08-05

GBTC

GRAYSCALE BITCOIN TRUST ETF

3.12%

Shares9.5K

Event2026-06-30

Filed2026-08-05

CROX

CROCS INC

-30.79%

Shares3.6K

Event2026-06-30

Filed2026-08-05

SPACE EXPLORATION TECHN CORP

New

Shares2.5K

Event2026-06-30

Filed2026-08-05

CATH

GLOBAL X FDS

-3.20%

Shares4.7K

Event2026-06-30

Filed2026-08-05

BOEING CO

-53.63%

Shares1.9K

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

New

Shares963

Event2026-06-30

Filed2026-08-05

ZOETIS INC

-13.99%

Shares5.7K

Event2026-06-30

Filed2026-08-05

ADOBE INC

107.34%

Shares1.9K

Event2026-06-30

Filed2026-08-05

AOK

ISHARES TR

-16.20%

Shares9.4K

Event2026-06-30

Filed2026-08-05

TORONTO DOMINION BK ONT

-25.56%

Shares3.1K

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

SCHI

SCHWAB STRATEGIC TR

1.88%

Shares16.2K

Event2026-06-30

Filed2026-08-05

FNDA

SCHWAB STRATEGIC TR

0.56%

Shares9.7K

Event2026-06-30

Filed2026-08-05

QBTS

D-WAVE QUANTUM INC

17.93%

Shares15.1K

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC

-0.50%

Shares6.2K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

3.12%

Shares7.8K

Event2026-06-30

Filed2026-08-05

ALIBABA GROUP HLDG LTD

-24.94%

Shares3.6K

Event2026-06-30

Filed2026-08-05

AT&T INC

4.26%

Shares16.8K

Event2026-06-30

Filed2026-08-05

IREN

IREN LIMITED

New

Shares7.5K

Event2026-06-30

Filed2026-08-05

XLRE

SELECT SECTOR SPDR TR

New

Shares7.8K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

-3.58%

Shares3.2K

Event2026-06-30

Filed2026-08-05

KMI

KINDER MORGAN INC DEL

0.05%

Shares10.2K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

-2.61%

Shares2.5K

Event2026-06-30

Filed2026-08-05

CLF

CLEVELAND-CLIFFS INC NEW

-1.17%

Shares33.9K

Event2026-06-30

Filed2026-08-05

FISERV INC

-16.97%

Shares6.5K

Event2026-06-30

Filed2026-08-05

JD.COM INC

-15.12%

Shares12.3K

Event2026-06-30

Filed2026-08-05

GENERAL MTRS CO

-17.20%

Shares4.1K

Event2026-06-30

Filed2026-08-05

NYCB

FLAGSTAR BANK NATIONAL ASSOC

-3.09%

Shares20.9K

Event2026-06-30

Filed2026-08-05

ETHA

ISHARES ETHEREUM TR

-20.61%

Shares26.0K

Event2026-06-30

Filed2026-08-05

FITB

FIFTH THIRD BANCORP

-7.36%

Shares5.4K

Event2026-06-30

Filed2026-08-05

AFFIRM HLDGS INC

New

Shares3.8K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

-3.17%

Shares885

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

CPST

CALAMOS ETF TR

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED

-0.80%

Shares863

Event2026-06-30

Filed2026-08-05

XLP

SELECT SECTOR SPDR TR

New

Shares3.5K

Event2026-06-30

Filed2026-08-05

ASST

STRIVE INC

New

Shares26.9K

Event2026-06-30

Filed2026-08-05

SCHR

SCHWAB STRATEGIC TR

29.41%

Shares11.9K

Event2026-06-30

Filed2026-08-05

PRU

PRUDENTIAL FINL INC

-13.63%

Shares2.7K

Event2026-06-30

Filed2026-08-05

MUU

DIREXION SHARES ETF TRUST

-95.92%

Shares274

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

-36.91%

Shares1.8K

Event2026-06-30

Filed2026-08-05

VOOG

VANGUARD ADMIRAL FDS INC

502.35%

Shares3.3K

Event2026-06-30

Filed2026-08-05

QTOP

ISHARES TR

New

Shares7.1K

Event2026-06-30

Filed2026-08-05

IBDT

ISHARES TR

-49.38%

Shares10.8K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

-63.08%

Shares910

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

New

Shares519

Event2026-06-30

Filed2026-08-05

DEXCOM INC

-8.05%

Shares4.0K

Event2026-06-30

Filed2026-08-05

UWMC

UWM HOLDINGS CORPORATION

8.30%

Shares117.1K

Event2026-06-30

Filed2026-08-05

NKE

NIKE INC

-10.56%

Shares6.5K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

AIG

AMERICAN INTL GROUP INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-05

RKT

ROCKET COS INC

-0.29%

Shares16.7K

Event2026-06-30

Filed2026-08-05

VFH

VANGUARD WORLD FD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

-4.00%

Shares2.9K

Event2026-06-30

Filed2026-08-05

ORLY

OREILLY AUTOMOTIVE INC

-88.63%

Shares2.8K

Event2026-06-30

Filed2026-08-05

IBDU

ISHARES TR

-39.01%

Shares11.1K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

0.11%

Shares903

Event2026-06-30

Filed2026-08-05

DECK

DECKERS OUTDOOR CORP

-61.18%

Shares2.5K

Event2026-06-30

Filed2026-08-05

RFDI

FIRST TR EXCH TRADED FD III

-1.28%

Shares2.8K

Event2026-06-30

Filed2026-08-05

CELH

CELSIUS HLDGS INC

New

Shares8.2K

Event2026-06-30

Filed2026-08-05

XMHQ

INVESCO EXCHANGE TRADED FD T

-20.96%

Shares2.1K

Event2026-06-30

Filed2026-08-05

WAT

WATERS CORP

-13.45%

Shares624

Event2026-06-30

Filed2026-08-05

VGK

VANGUARD INTL EQUITY INDEX F

-1.31%

Shares2.6K

Event2026-06-30

Filed2026-08-05

CMS

CMS ENERGY CORP

-0.43%

Shares3.0K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

-28.13%

Shares1.2K

Event2026-06-30

Filed2026-08-05

CONSTELLATION BRANDS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

GLRY

NORTHERN LTS FD TR IV

New

Shares5.3K

Event2026-06-30

Filed2026-08-05

PFF

ISHARES TR

-14.14%

Shares7.3K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

1.81%

Shares225

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

-14.51%

Shares772

Event2026-06-30

Filed2026-08-05

SPYV

SPDR SERIES TRUST

-4.88%

Shares3.5K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

REMX

VANECK ETF TRUST

-17.54%

Shares2.4K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares877

Event2026-06-30

Filed2026-08-05

PRF

INVESCO EXCHANGE TRADED FD T

New

Shares3.8K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

-4.92%

Shares928

Event2026-06-30

Filed2026-08-05

MPC

MARATHON PETE CORP

New

Shares799

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

-16.42%

Shares1.8K

Event2026-06-30

Filed2026-08-05

ASTS

AST SPACEMOBILE INC

New

Shares2.3K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

-16.20%

Shares900

Event2026-06-30

Filed2026-08-05

PAVE

GLOBAL X FDS

New

Shares3.4K

Event2026-06-30

Filed2026-08-05

SNAP

SNAP INC

-5.81%

Shares37.5K

Event2026-06-30

Filed2026-08-05

SMR

NUSCALE PWR CORP

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-05

XRP

BITWISE XRP ETF

2.93%

Shares10.9K

Event2026-06-30

Filed2026-08-05

ABTC

AMERICAN BITCOIN CORP.

0.00%

Shares173.6K

Event2026-06-30

Filed2026-08-05

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-05

SOUN

SOUNDHOUND AI INC

18.69%

Shares12.7K

Event2026-06-30

Filed2026-08-05

NIO INC

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-05

BBAI

BIGBEAR AI HLDGS INC

-29.83%

Shares16.6K

Event2026-06-30

Filed2026-08-05

OPK

OPKO HEALTH INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-05

ROCKWELL MED INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available