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The Analysis of SRH ADVISORS, LLC's Holdings & P&L

Currently, SRH ADVISORS, LLC holds 276 types of securities in its portfolio with a total value $392.5M. In the most recent quarter, they have increased their positions in AVLV (+8.0K shares, valued at $732.4K), VCSH (+4.6K shares, valued at $365.9K), BRK.B (+700 shares, valued at $350.3K); decreased their positions in STEW (-24.1K shares, valued at $431.5K), WMT (-3.6K shares, valued at $407.7K), MRK (-2.0K shares, valued at $262.8K); initiated new positions in ICSH (+6.0K shares, valued at $303.5K), SGOV (+3.0K shares, valued at $302.0K), DGRO (+3.8K shares, valued at $289.9K).

1M P&L

+1.1M+1.03%

3M P&L

+5.3M+5.30%

HY P&L

+8.8M+9.09%

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/A80.9M

69.5%

2Insurance - Diversified5.2M

4.5%

3Capital Markets4.3M

3.7%

Top Industries by Stock Count

1N/A74 stocks

31.1%

2Semiconductors6 stocks

2.5%

3Utilities - Regulated Electric6 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SRH U S QUALITY ETF SRH U S QUALITY ETF4.3M shares0.03%2026-06-302026-07-24

SRH REIT COVERED CALL ETF SRH REIT COVERED CALL ETF877.0K shares-0.26%2026-06-302026-07-24

SCHD Sch US Div Equity Etf873.1K shares-0.84%2026-06-302026-07-24

Jpmorgan Chase & Co Jpmorgan Chase & Co57.1K shares-0.12%2026-06-302026-07-24

SCHB Schw US Brd Mkt Etf392.4K shares-0.66%2026-06-302026-07-24

UTF Cohen & Steers408.4K shares0.01%2026-06-302026-07-24

AVLV AVANTIS U S LARGE CAP VALUE ETF78.5K shares11.40%2026-06-302026-07-24

BRK.B Berkshire Hathaway Inc B10.3K shares7.29%2026-06-302026-07-24

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EVR Evercore Inc11.5K shares0.00%2026-06-302026-07-24

Ishares Core S&P 500 Ishares Core S&P 5004.9K shares0.00%2026-06-302026-07-24

VOO Vanguard S&P 500 Etf5.1K shares0.00%2026-06-302026-07-24

VIG Vanguard Div Apprciation13.4K shares7.95%2026-06-302026-07-24

STEW SRH Total Return Fund Inc164.8K shares-12.76%2026-06-302026-07-24

MSFT Microsoft Corp5.4K shares0.00%2026-06-302026-07-24

AAPL Apple Inc6.8K shares0.01%2026-06-302026-07-24

VCSH Vanguard Corp Bond Etf22.1K shares26.48%2026-06-302026-07-24

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WMT Wal-Mart Stores Inc14.2K shares-20.20%2026-06-302026-07-24

BRK.A Berkshire Hathaway Inc A2 shares0.00%2026-06-302026-07-24

VYM Vanguard Whitehall Funds9.3K shares-9.12%2026-06-302026-07-24

AVMC Avantis U.S. Mid Cap Equity ETF15.8K shares5.17%2026-06-302026-07-24

The Southern Company The Southern Company12.6K shares0.00%2026-06-302026-07-24

WTW Willis Towers Watson4.5K shares0.00%2026-06-302026-07-24

NVDA Nvidia Corp5.8K shares0.00%2026-06-302026-07-24

TSLA Tesla Motors Inc2.1K shares0.00%2026-06-302026-07-24

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GOOGL Alphabet Inc.2.5K shares0.00%2026-06-302026-07-24

AVDE Avantis International Equity ETF9.2K shares42.95%2026-06-302026-07-24

VCIT Vanguard Intermediate9.3K shares2.29%2026-06-302026-07-24

ZIG Acquirers Etf18.2K shares0.00%2026-06-302026-07-24

NRG Nrg Energy Inc4.8K shares0.00%2026-06-302026-07-24

KO Coca Cola Company8.5K shares11.32%2026-06-302026-07-24

SDY Spdr S&P Dividend Etf4.5K shares0.00%2026-06-302026-07-24

SCHG Schwab US Large Cap19.9K shares-5.83%2026-06-302026-07-24

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BSV Vanguard Bond Index Fund7.3K shares-4.96%2026-06-302026-07-24

FEBW AllianzIM U.S. Large Cp Buffer20 Feb ETF14.5K shares0.00%2026-06-302026-07-24

Unitedhealth Group Inc Unitedhealth Group Inc1.2K shares0.00%2026-06-302026-07-24

SWK Stanley Black & Decker Inc5.3K shares63.95%2026-06-302026-07-24

SCHF Schw Intl Eq Etf17.6K shares0.15%2026-06-302026-07-24

Meta Platforms Inc Class A Meta Platforms Inc Class A785 shares18.05%2026-06-302026-07-24

XLK Technology Select Sector2.0K shares0.00%2026-06-302026-07-24

KR Kroger Company6.3K shares0.03%2026-06-302026-07-24

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CINF Cincinnati Financial Cp1.9K shares0.00%2026-06-302026-07-24

O Realty Incm Corp5.5K shares57.26%2026-06-302026-07-24

SCHP Sch US Tips Etf12.3K shares-5.02%2026-06-302026-07-24

LLY Lilly Eli & Company267 shares0.00%2026-06-302026-07-24

IJR Ishares Core S&P Small2.1K shares0.00%2026-06-302026-07-24

JNJ Johnson & Johnson1.2K shares0.00%2026-06-302026-07-24

ICSH iShares Ultra Short Duration Bd Actv ETF6.0K sharesnew addition2026-06-302026-07-24

SGOV iShares 0-3 Month Treasury Bond ETF3.0K sharesnew addition2026-06-302026-07-24

Sponsored

UNP Union Pacific Corp1.1K shares-15.38%2026-06-302026-07-24

TROW T. Rowe Price Group Inc2.6K shares0.00%2026-06-302026-07-24

PAYX Paychex Inc3.0K shares0.00%2026-06-302026-07-24

DGRO iShares Core Dividend Growth ETF3.8K sharesnew addition2026-06-302026-07-24

GTY Getty Realty Corp8.5K shares102.87%2026-06-302026-07-24

Cisco Systems Inc Cisco Systems Inc2.4K shares0.00%2026-06-302026-07-24

FWRG First Watch Restaurant Group Inc21.2K shares0.00%2026-06-302026-07-24

DKNG Draftkings Inc10.5K shares0.00%2026-06-302026-07-24

Sponsored

IYY Ishares Tr Dow Jones1.4K shares0.00%2026-06-302026-07-24

SFM Sprouts Farmers Market Inc3.1K shares58.29%2026-06-302026-07-24

GLPI Gaming and Leisure Properties Inc5.9K shares100.00%2026-06-302026-07-24

TGT Target Corporation2.0K shares0.00%2026-06-302026-07-24

EBAY Ebay Inc2.3K shares0.00%2026-06-302026-07-24

GPC Genuine Parts Co2.1K shares100.00%2026-06-302026-07-24

GOOG Alphabet Inc.700 shares0.00%2026-06-302026-07-24

Vanguard Total Stock Mkt Vanguard Total Stock Mkt666 shares0.60%2026-06-302026-07-24

Sponsored

PG Procter & Gamble1.7K shares0.30%2026-06-302026-07-24

PFE Pfizer Incorporated9.7K shares0.27%2026-06-302026-07-24

XMLV Invesco S&P Midcap Low3.5K shares0.00%2026-06-302026-07-24

AVDV Avantis International Small Cap Val ETF2.2K shares0.00%2026-06-302026-07-24

QQQ Invesco QQQ Trust295 shares0.00%2026-06-302026-07-24

C Citigroup Inc New1.6K shares0.00%2026-06-302026-07-24

SCHZ Schwab US Aggregate Bond9.1K shares0.00%2026-06-302026-07-24

HD Home Depot Inc573 shares0.00%2026-06-302026-07-24

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DIS Disney Walt Co2.1K shares859.53%2026-06-302026-07-24

VZ Verizon Communicatn4.6K shares0.30%2026-06-302026-07-24

AMZN Amazon.Com Inc820 shares0.00%2026-06-302026-07-24

DVY Ishares Select Dividend1.2K shares0.00%2026-06-302026-07-24

IJH Ishares Core S&P Mid Cap2.4K shares0.00%2026-06-302026-07-24

CART Maplebear Inc3.9K shares0.00%2026-06-302026-07-24

IWF Ishares Russell 10001.4K shares300.00%2026-06-302026-07-24

Exxon Mobil Corporation Exxon Mobil Corporation1.3K shares0.00%2026-06-302026-07-24

Sponsored

KMB Kimberly-Clark Corp1.6K shares0.00%2026-06-302026-07-24

MS Morgan Stanley823 shares0.49%2026-06-302026-07-24

CVX Chevron Corporation1.0K shares0.00%2026-06-302026-07-24

Travelers Companies Travelers Companies515 shares0.00%2026-06-302026-07-24

UBER Uber Technologies Inc2.3K shares0.00%2026-06-302026-07-24

GE General Electric Company437 shares0.00%2026-06-302026-07-24

3m Company 3m Company1.0K shares0.00%2026-06-302026-07-24

XRPZ Franklin XRP ETF13.7K sharesnew addition2026-06-302026-07-24

Sponsored

BAC Bank Of America Corp2.7K shares0.00%2026-06-302026-07-24

SCHW Charles Schwab & Co.1.7K shares0.00%2026-06-302026-07-24

PYPL Paypal Holdings Inco3.4K shares0.00%2026-06-302026-07-24

INTC Intel Corp1.0K shares0.00%2026-06-302026-07-24

SRE Sempra Energy1.5K shares0.00%2026-06-302026-07-24

AEP American Electric Power Co Inc1.0K shares0.00%2026-06-302026-07-24

SCHO Sch St US Trsr Etf5.6K shares0.00%2026-06-302026-07-24

CORP Pimco Exch Traded Fund1.4K shares0.00%2026-06-302026-07-24

Sponsored

QVAL Alpha Archtct US Quntv2.4K shares0.00%2026-06-302026-07-24

CFFN Capitol Fed Finl Inc New15.0K shares0.00%2026-06-302026-07-24

Lyft Inc Lyft Inc8.0K shares0.00%2026-06-302026-07-24

WFC Wells Fargo & Co New1.4K shares0.00%2026-06-302026-07-24

QXO QXO Inc6.6K shares544.39%2026-06-302026-07-24

IBM Intl Business Machines400 shares0.00%2026-06-302026-07-24

Archrock Inc Archrock Inc2.7K shares0.00%2026-06-302026-07-24

OMAH VistaShares Trgt 15 Berkshire Sel IncETF5.9K shares3.82%2026-06-302026-07-24

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Ishares Core Msci Eafe Ishares Core Msci Eafe1.1K shares0.00%2026-06-302026-07-24

EVRG Evergy Inc1.2K shares0.34%2026-06-302026-07-24

EHC Encompass Health Corp1.0K shares0.00%2026-06-302026-07-24

BA Boeing Co463 shares0.00%2026-06-302026-07-24

VXUS Vanguard Total1.1K shares0.00%2026-06-302026-07-24

STAG Stag Industrial Inc2.5K shares0.00%2026-06-302026-07-24

RSPT Invesco S&P 500 Equal Weight Tech ETF1.4K shares0.00%2026-06-302026-07-24

GFL GFL Environmental Inc2.5K shares-44.44%2026-06-302026-07-24

Sponsored

Burlington Stores Inc. COM Burlington Stores Inc. COM285 shares0.00%2026-06-302026-07-24

Adobe Systems Inc Adobe Systems Inc440 shares0.00%2026-06-302026-07-24

IWD Ishares Russell 1000370 shares0.00%2026-06-302026-07-24

T A T & T Inc4.3K shares0.33%2026-06-302026-07-24

SCHV Schwab US Large Cap2.5K shares0.00%2026-06-302026-07-24

VO Vanguard Mid-Cap ETF1.0K shares300.00%2026-06-302026-07-24

ASML A S M L Holding Nv New42 shares0.00%2026-06-302026-07-24

COIN Coinbase Global Inc555 shares0.00%2026-06-302026-07-24

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TXT Textron Incorporated822 shares0.00%2026-06-302026-07-24

BKH Black Hills Corp1.0K shares0.00%2026-06-302026-07-24

VB Vanguard Small Cap Etf240 shares0.00%2026-06-302026-07-24

COP Conocophillips698 shares0.00%2026-06-302026-07-24

GILD Gilead Sciences Inc550 shares0.00%2026-06-302026-07-24

AXP American Express Company200 shares0.00%2026-06-302026-07-24

IWO Ishares Tr Russell169 shares0.00%2026-06-302026-07-24

COWZ Pacer US Cash Cows 100 ETF1.1K shares2.12%2026-06-302026-07-24

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BAC-PL Bank Amer Corp50 shares0.00%2026-06-302026-07-24

ICE Intercontinental Exchnge500 shares0.00%2026-06-302026-07-24

OKE Oneok Inc696 shares0.72%2026-06-302026-07-24

XPO Xpo Logistics Inc290 shares0.00%2026-06-302026-07-24

AMD Advanced Micro Devices Inc100 shares0.00%2026-06-302026-07-24

CAG Conagra Brands Inc4.3K shares95.53%2026-06-302026-07-24

MCD Mc Donalds Corp200 shares0.00%2026-06-302026-07-24

TSM Taiwan Semiconductor Manufacturing Co Ltd113 shares0.00%2026-06-302026-07-24

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ISRG Intuitive Surgical New135 shares0.00%2026-06-302026-07-24

PSX Phillips299 shares0.00%2026-06-302026-07-24

MLAB Mesa Labs Inc500 shares0.00%2026-06-302026-07-24

PSK Spdr Wells Fargo1.6K shares0.00%2026-06-302026-07-24

MTB M & T Bank Corporation200 shares0.00%2026-06-302026-07-24

EPD Enterprise Products Partners LP1.3K shares322.67%2026-06-302026-07-24

ARM ARM Holdings PLC131 shares0.00%2026-06-302026-07-24

LOW Lowes Companies Inc207 shares0.00%2026-06-302026-07-24

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ET Energy Transfer Lp2.3K shares0.00%2026-06-302026-07-24

Space Exploration Technologies Corp. CLASS A COM S Space Exploration Technologies Corp. CLASS A COM S260 sharesnew addition2026-06-302026-07-24

TRN Trinity Industries1.3K shares0.00%2026-06-302026-07-24

SKT Tanger Fctry Outlet Ctrs1.1K shares0.00%2026-06-302026-07-24

EME EMCOR Group Inc50 shares0.00%2026-06-302026-07-24

SHY Ishares Tr Bond500 shares0.00%2026-06-302026-07-24

SBUX Starbucks Corp400 shares0.00%2026-06-302026-07-24

QUBT Quantum Computing Inc4.2K shares0.00%2026-06-302026-07-24

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SLF Sun Life Financial Inc500 shares0.00%2026-06-302026-07-24

FAST Fastenal Co800 shares0.00%2026-06-302026-07-24

NVO Novo Nordisk A/S800 shares0.00%2026-06-302026-07-24

PGX Invesco Preferred Etf3.5K shares0.00%2026-06-302026-07-24

Costco Whsl Corp New Costco Whsl Corp New40 shares0.00%2026-06-302026-07-24

Oracle Corporation Oracle Corporation252 shares0.00%2026-06-302026-07-24

AZO Autozone Inc11 shares0.00%2026-06-302026-07-24

ITA iShares US Aerospace & Defense ETF142 shares0.00%2026-06-302026-07-24

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CBRE CBRE Group Inc250 shares0.00%2026-06-302026-07-24

EXPD Expeditors Intl Wash200 shares0.00%2026-06-302026-07-24

Royal Caribbean Group Royal Caribbean Group102 shares0.00%2026-06-302026-07-24

IEMG Ishares Core Msci384 shares0.00%2026-06-302026-07-24

HOOD Robinhood Markets Inc COM USD0.0001 CL A310 shares0.00%2026-06-302026-07-24

QABA First TRUST Etf Dv460 shares0.00%2026-06-302026-07-24

IAU Ishares Gold Etf400 shares0.00%2026-06-302026-07-24

PANW Palo Alto Networks88 shares0.00%2026-06-302026-07-24

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SYM SYMBOTIC CL A ORD650 shares0.00%2026-06-302026-07-24

MRK Merck & Co Inc New222 shares-90.21%2026-06-302026-07-24

CEG CONSTELLATION ENERGY ORD WI113 shares0.00%2026-06-302026-07-24

KMI Kinder Morgan Inc843 shares0.36%2026-06-302026-07-24

AFL Aflac Inc226 shares0.00%2026-06-302026-07-24

SYY Sysco Corporation300 shares0.00%2026-06-302026-07-24

QQQE Direxion NASDAQ-100 Equal Wtd ETF203 shares0.00%2026-06-302026-07-24

Ishares Core Total Etf Ishares Core Total Etf250 shares0.00%2026-06-302026-07-24

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EPI Wisdomtree India Earning565 shares0.00%2026-06-302026-07-24

PFG Principal Financial Grp211 shares0.00%2026-06-302026-07-24

APH Amphenol Corp Cl A128 shares0.00%2026-06-302026-07-24

BUD Anheuser-Busch InBev SA/NV259 shares0.00%2026-06-302026-07-24

IWM Ishares Russell 200070 shares0.00%2026-06-302026-07-24

MET Metlife Inc241 shares0.00%2026-06-302026-07-24

IBP Installed Building Products Inc85 shares0.00%2026-06-302026-07-24

Raytheon Technologies Co Raytheon Technologies Co100 shares0.00%2026-06-302026-07-24

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DexCom Inc DexCom Inc275 shares0.00%2026-06-302026-07-24

CGGR Capital Group Growth ETF375 sharesnew addition2026-06-302026-07-24

METU Direxion Daily META Bull 2X ETF870 shares0.00%2026-06-302026-07-24

VTS VITESSE ENERGY ORD1.1K shares0.00%2026-06-302026-07-24

FLC Flaherty & Crumrine1.0K shares0.00%2026-06-302026-07-24

SAIA Saia Inc40 shares0.00%2026-06-302026-07-24

SHOP Shopify Inc140 shares0.00%2026-06-302026-07-24

IWR Ishares Russell Mid Cap144 shares0.00%2026-06-302026-07-24

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Broadcom Inc Com Broadcom Inc Com42 shares0.00%2026-06-302026-07-24

EXC Exelon Corporation340 shares0.00%2026-06-302026-07-24

JEPI JPMorgan Equity Premium Income ETF280 shares0.00%2026-06-302026-07-24

IGSB Ishares Tr Bond300 shares0.00%2026-06-302026-07-24

Medtronic Plc Medtronic Plc200 shares0.00%2026-06-302026-07-24

FMCC Federal Home Loan Mortgage Corp2.5K sharesnew addition2026-06-302026-07-24

SIRI Sirius Xm Hldgs Inc502 shares0.00%2026-06-302026-07-24

FE Firstenergy Corp308 shares0.00%2026-06-302026-07-24

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UL Unilever Plc Adr New236 shares0.00%2026-06-302026-07-24

CPRT Copart Inc496 shares0.00%2026-06-302026-07-24

HON Honeywell International62 shares-50.00%2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC62 sharesnew addition2026-06-302026-07-24

JBS JBS NV CL A EXC11.1K shares0.00%2026-06-302026-07-24

TTWO Take Two Interactv53 shares0.00%2026-06-302026-07-24

DUK Duke Energy Corp New100 shares0.00%2026-06-302026-07-24

ROST Ross Stores Inc58 shares0.00%2026-06-302026-07-24

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HST Host Hotels & Resorts511 shares0.00%2026-06-302026-07-24

TDG Transdigm Group Inc9 shares0.00%2026-06-302026-07-24

PNW Pinnacle West Cap110 shares0.00%2026-06-302026-07-24

WRB Berkley W R Corporation163 shares0.00%2026-06-302026-07-24

VNQ Vanguard Reit Etf118 shares-5.60%2026-06-302026-07-24

DRLL STRIVE U S ENERGY ETF334 shares0.00%2026-06-302026-07-24

LSTR Landstar System Inc54 shares0.00%2026-06-302026-07-24

XLI Select Sector Industrial60 shares0.00%2026-06-302026-07-24

Sponsored

Primerica Inc Primerica Inc38 shares0.00%2026-06-302026-07-24

ADI Analog Devices Inc27 shares0.00%2026-06-302026-07-24

BMI Badger Meter Inc72 shares0.00%2026-06-302026-07-24

MKL Markel Corp5 shares0.00%2026-06-302026-07-24

SOLV Solventum Corp Com Shs125 shares0.00%2026-06-302026-07-24

Arch Cap Group Ltd New Arch Cap Group Ltd New99 shares0.00%2026-06-302026-07-24

Visa Inc Cl A Visa Inc Cl A28 shares0.00%2026-06-302026-07-24

CLX Clorox Company100 shares0.00%2026-06-302026-07-24

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GEHC GE HEALTHCARE TECHNOLOGIES ORD WI145 shares0.00%2026-06-302026-07-24

MP MP Materials Corp164 shares0.00%2026-06-302026-07-24

BRO Brown & Brown Inc136 shares0.00%2026-06-302026-07-24

WDFC Wd-40 Company34 shares0.00%2026-06-302026-07-24

BN Brookfield Corp190 shares0.00%2026-06-302026-07-24

ADX Adams Express Co313 shares0.00%2026-06-302026-07-24

RLI R L I Corp132 shares0.00%2026-06-302026-07-24

FCFS First Cash Finl Svcs Inc36 shares0.00%2026-06-302026-07-24

Sponsored

Mastercard Inc Mastercard Inc15 shares0.00%2026-06-302026-07-24

VUG Vanguard Growth ETF90 shares500.00%2026-06-302026-07-24

EXPE Expedia Inc30 shares0.00%2026-06-302026-07-24

GGG Graco Incorporated99 shares0.00%2026-06-302026-07-24

VTV Vanguard Value ETF34 shares0.00%2026-06-302026-07-24

NXP Nuveen Select TaxFree Income510 shares0.00%2026-06-302026-07-24

TJX T J X Cos Inc46 shares0.00%2026-06-302026-07-24

EFX Equifax Inc42 shares0.00%2026-06-302026-07-24

Sponsored

Vanguard Russell 2000 ETF Vanguard Russell 2000 ETF50 shares-83.33%2026-06-302026-07-24

FDX Fedex Corporation19 shares0.00%2026-06-302026-07-24

Carnival Corp Carnival Corp206 shares0.00%2026-06-302026-07-24

Netflix Inc Netflix Inc80 shares0.00%2026-06-302026-07-24

JKHY Henry Jack & Assoc Inc39 shares0.00%2026-06-302026-07-24

AON A O N Plc16 shares0.00%2026-06-302026-07-24

INGR Ingredion Inc56 shares0.00%2026-06-302026-07-24

CHKP Check Pt Software Tech38 shares0.00%2026-06-302026-07-24

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TER Teradyne Inc10 shares0.00%2026-06-302026-07-24

CDW Cdw Corp34 shares0.00%2026-06-302026-07-24

Lab Cp Of Amer Hldg New Lab Cp Of Amer Hldg New17 shares0.00%2026-06-302026-07-24

ITW Illinois Tool Works Inc17 shares0.00%2026-06-302026-07-24

DG Dollar General Corp39 shares0.00%2026-06-302026-07-24

CGNX Cognex Corp60 shares0.00%2026-06-302026-07-24

CNI Canadian Natl Ry Co34 shares0.00%2026-06-302026-07-24

TECH Techne Corp Common52 shares0.00%2026-06-302026-07-24

Sponsored

OEF iShares S&P 100 ETF10 shares0.00%2026-06-302026-07-24

NWSA News Corp New Cl A138 shares0.00%2026-06-302026-07-24

BCPC Balchem Corp20 shares0.00%2026-06-302026-07-24

Constellation Brands Inc Constellation Brands Inc24 shares0.00%2026-06-302026-07-24

DFIS Dimensional International Small Cap ETF84 shares0.00%2026-06-302026-07-24

SOLS Solstice Advanced Materials Inc31 shares0.00%2026-06-302026-07-24

VEA Vanguard Ftse Developed35 shares0.00%2026-06-302026-07-24

PSKY PARAMOUNT SKYDANCE CORP CL B248 shares0.00%2026-06-302026-07-24

Sponsored

LW Lamb Weston Holdings54 shares0.00%2026-06-302026-07-24

BF.B Brown Forman Corp Cl B55 shares0.00%2026-06-302026-07-24

DOW Dow Inc42 shares0.00%2026-06-302026-07-24

Shift4 Payments Inc Shift4 Payments Inc20 shares0.00%2026-06-302026-07-24

Rivian Automotive Inc Class A Rivian Automotive Inc Class A44 shares0.00%2026-06-302026-07-24

FLL Full House Resorts Inc232 shares0.00%2026-06-302026-07-24

ONON ON HOLDING CL A ORD11 shares0.00%2026-06-302026-07-24

MICC The Magnum Ice Cream Co NV20 shares-62.26%2026-06-302026-07-24

Sponsored

VTRS Viatris Inc14 shares0.00%2026-06-302026-07-24

NMAX NEWSMAX INC CLASS B20 shares0.00%2026-06-302026-07-24

STLA Stellantis N V22 shares0.00%2026-06-302026-07-24

TLRY Tilray Brands Inc15 shares0.00%2026-06-302026-07-24

SRH U S QUALITY ETF

0.03%

Shares4.3M

Event2026-06-30

Filed2026-07-24

SRH REIT COVERED CALL ETF

-0.26%

Shares877.0K

Event2026-06-30

Filed2026-07-24

SCHD

Sch US Div Equity Etf

-0.84%

Shares873.1K

Event2026-06-30

Filed2026-07-24

Jpmorgan Chase & Co

-0.12%

Shares57.1K

Event2026-06-30

Filed2026-07-24

SCHB

Schw US Brd Mkt Etf

-0.66%

Shares392.4K

Event2026-06-30

Filed2026-07-24

UTF

Cohen & Steers

0.01%

Shares408.4K

Event2026-06-30

Filed2026-07-24

AVLV

AVANTIS U S LARGE CAP VALUE ETF

11.40%

Shares78.5K

Event2026-06-30

Filed2026-07-24

BRK.B

Berkshire Hathaway Inc B

7.29%

Shares10.3K

Event2026-06-30

Filed2026-07-24

EVR

Evercore Inc

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-24

Ishares Core S&P 500

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

VOO

Vanguard S&P 500 Etf

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

VIG

Vanguard Div Apprciation

7.95%

Shares13.4K

Event2026-06-30

Filed2026-07-24

STEW

SRH Total Return Fund Inc

-12.76%

Shares164.8K

Event2026-06-30

Filed2026-07-24

MSFT

Microsoft Corp

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

AAPL

Apple Inc

0.01%

Shares6.8K

Event2026-06-30

Filed2026-07-24

VCSH

Vanguard Corp Bond Etf

26.48%

Shares22.1K

Event2026-06-30

Filed2026-07-24

WMT

Wal-Mart Stores Inc

-20.20%

Shares14.2K

Event2026-06-30

Filed2026-07-24

BRK.A

Berkshire Hathaway Inc A

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

VYM

Vanguard Whitehall Funds

-9.12%

Shares9.3K

Event2026-06-30

Filed2026-07-24

AVMC

Avantis U.S. Mid Cap Equity ETF

5.17%

Shares15.8K

Event2026-06-30

Filed2026-07-24

The Southern Company

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-24

WTW

Willis Towers Watson

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

NVDA

Nvidia Corp

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-24

TSLA

Tesla Motors Inc

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

GOOGL

Alphabet Inc.

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

AVDE

Avantis International Equity ETF

42.95%

Shares9.2K

Event2026-06-30

Filed2026-07-24

VCIT

Vanguard Intermediate

2.29%

Shares9.3K

Event2026-06-30

Filed2026-07-24

ZIG

Acquirers Etf

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-24

NRG

Nrg Energy Inc

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

Coca Cola Company

11.32%

Shares8.5K

Event2026-06-30

Filed2026-07-24

SDY

Spdr S&P Dividend Etf

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

SCHG

Schwab US Large Cap

-5.83%

Shares19.9K

Event2026-06-30

Filed2026-07-24

BSV

Vanguard Bond Index Fund

-4.96%

Shares7.3K

Event2026-06-30

Filed2026-07-24

FEBW

AllianzIM U.S. Large Cp Buffer20 Feb ETF

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-24

Unitedhealth Group Inc

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SWK

Stanley Black & Decker Inc

63.95%

Shares5.3K

Event2026-06-30

Filed2026-07-24

SCHF

Schw Intl Eq Etf

0.15%

Shares17.6K

Event2026-06-30

Filed2026-07-24

Meta Platforms Inc Class A

18.05%

Shares785

Event2026-06-30

Filed2026-07-24

XLK

Technology Select Sector

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

Kroger Company

0.03%

Shares6.3K

Event2026-06-30

Filed2026-07-24

CINF

Cincinnati Financial Cp

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

Realty Incm Corp

57.26%

Shares5.5K

Event2026-06-30

Filed2026-07-24

SCHP

Sch US Tips Etf

-5.02%

Shares12.3K

Event2026-06-30

Filed2026-07-24

LLY

Lilly Eli & Company

0.00%

Shares267

Event2026-06-30

Filed2026-07-24

IJR

Ishares Core S&P Small

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

JNJ

Johnson & Johnson

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

ICSH

iShares Ultra Short Duration Bd Actv ETF

New

Shares6.0K

Event2026-06-30

Filed2026-07-24

SGOV

iShares 0-3 Month Treasury Bond ETF

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

UNP

Union Pacific Corp

-15.38%

Shares1.1K

Event2026-06-30

Filed2026-07-24

TROW

T. Rowe Price Group Inc

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

PAYX

Paychex Inc

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

DGRO

iShares Core Dividend Growth ETF

New

Shares3.8K

Event2026-06-30

Filed2026-07-24

GTY

Getty Realty Corp

102.87%

Shares8.5K

Event2026-06-30

Filed2026-07-24

Cisco Systems Inc

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

FWRG

First Watch Restaurant Group Inc

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-24

DKNG

Draftkings Inc

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-24

IYY

Ishares Tr Dow Jones

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

SFM

Sprouts Farmers Market Inc

58.29%

Shares3.1K

Event2026-06-30

Filed2026-07-24

GLPI

Gaming and Leisure Properties Inc

100.00%

Shares5.9K

Event2026-06-30

Filed2026-07-24

TGT

Target Corporation

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

EBAY

Ebay Inc

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

GPC

Genuine Parts Co

100.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

GOOG

Alphabet Inc.

0.00%

Shares700

Event2026-06-30

Filed2026-07-24

Vanguard Total Stock Mkt

0.60%

Shares666

Event2026-06-30

Filed2026-07-24

Procter & Gamble

0.30%

Shares1.7K

Event2026-06-30

Filed2026-07-24

PFE

Pfizer Incorporated

0.27%

Shares9.7K

Event2026-06-30

Filed2026-07-24

XMLV

Invesco S&P Midcap Low

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

AVDV

Avantis International Small Cap Val ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

QQQ

Invesco QQQ Trust

0.00%

Shares295

Event2026-06-30

Filed2026-07-24

Citigroup Inc New

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SCHZ

Schwab US Aggregate Bond

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-24

Home Depot Inc

0.00%

Shares573

Event2026-06-30

Filed2026-07-24

DIS

Disney Walt Co

859.53%

Shares2.1K

Event2026-06-30

Filed2026-07-24

Verizon Communicatn

0.30%

Shares4.6K

Event2026-06-30

Filed2026-07-24

AMZN

Amazon.Com Inc

0.00%

Shares820

Event2026-06-30

Filed2026-07-24

DVY

Ishares Select Dividend

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IJH

Ishares Core S&P Mid Cap

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

CART

Maplebear Inc

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

IWF

Ishares Russell 1000

300.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

Exxon Mobil Corporation

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

KMB

Kimberly-Clark Corp

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

Morgan Stanley

0.49%

Shares823

Event2026-06-30

Filed2026-07-24

CVX

Chevron Corporation

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

Travelers Companies

0.00%

Shares515

Event2026-06-30

Filed2026-07-24

UBER

Uber Technologies Inc

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

General Electric Company

0.00%

Shares437

Event2026-06-30

Filed2026-07-24

3m Company

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

XRPZ

Franklin XRP ETF

New

Shares13.7K

Event2026-06-30

Filed2026-07-24

BAC

Bank Of America Corp

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

SCHW

Charles Schwab & Co.

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

PYPL

Paypal Holdings Inco

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

INTC

Intel Corp

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

SRE

Sempra Energy

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

AEP

American Electric Power Co Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

SCHO

Sch St US Trsr Etf

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

CORP

Pimco Exch Traded Fund

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

QVAL

Alpha Archtct US Quntv

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

CFFN

Capitol Fed Finl Inc New

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-24

Lyft Inc

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-24

WFC

Wells Fargo & Co New

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

QXO

QXO Inc

544.39%

Shares6.6K

Event2026-06-30

Filed2026-07-24

IBM

Intl Business Machines

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

Archrock Inc

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

OMAH

VistaShares Trgt 15 Berkshire Sel IncETF

3.82%

Shares5.9K

Event2026-06-30

Filed2026-07-24

Ishares Core Msci Eafe

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

EVRG

Evergy Inc

0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-24

EHC

Encompass Health Corp

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

Boeing Co

0.00%

Shares463

Event2026-06-30

Filed2026-07-24

VXUS

Vanguard Total

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

STAG

Stag Industrial Inc

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

RSPT

Invesco S&P 500 Equal Weight Tech ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

GFL

GFL Environmental Inc

-44.44%

Shares2.5K

Event2026-06-30

Filed2026-07-24

Burlington Stores Inc. COM

0.00%

Shares285

Event2026-06-30

Filed2026-07-24

Adobe Systems Inc

0.00%

Shares440

Event2026-06-30

Filed2026-07-24

IWD

Ishares Russell 1000

0.00%

Shares370

Event2026-06-30

Filed2026-07-24

A T & T Inc

0.33%

Shares4.3K

Event2026-06-30

Filed2026-07-24

SCHV

Schwab US Large Cap

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

Vanguard Mid-Cap ETF

300.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

ASML

A S M L Holding Nv New

0.00%

Shares42

Event2026-06-30

Filed2026-07-24

COIN

Coinbase Global Inc

0.00%

Shares555

Event2026-06-30

Filed2026-07-24

TXT

Textron Incorporated

0.00%

Shares822

Event2026-06-30

Filed2026-07-24

BKH

Black Hills Corp

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

Vanguard Small Cap Etf

0.00%

Shares240

Event2026-06-30

Filed2026-07-24

COP

Conocophillips

0.00%

Shares698

Event2026-06-30

Filed2026-07-24

GILD

Gilead Sciences Inc

0.00%

Shares550

Event2026-06-30

Filed2026-07-24

AXP

American Express Company

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

IWO

Ishares Tr Russell

0.00%

Shares169

Event2026-06-30

Filed2026-07-24

COWZ

Pacer US Cash Cows 100 ETF

2.12%

Shares1.1K

Event2026-06-30

Filed2026-07-24

BAC-PL

Bank Amer Corp

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

ICE

Intercontinental Exchnge

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

OKE

Oneok Inc

0.72%

Shares696

Event2026-06-30

Filed2026-07-24

XPO

Xpo Logistics Inc

0.00%

Shares290

Event2026-06-30

Filed2026-07-24

AMD

Advanced Micro Devices Inc

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

CAG

Conagra Brands Inc

95.53%

Shares4.3K

Event2026-06-30

Filed2026-07-24

MCD

Mc Donalds Corp

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

TSM

Taiwan Semiconductor Manufacturing Co Ltd

0.00%

Shares113

Event2026-06-30

Filed2026-07-24

ISRG

Intuitive Surgical New

0.00%

Shares135

Event2026-06-30

Filed2026-07-24

PSX

Phillips

0.00%

Shares299

Event2026-06-30

Filed2026-07-24

MLAB

Mesa Labs Inc

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

PSK

Spdr Wells Fargo

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

MTB

M & T Bank Corporation

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

EPD

Enterprise Products Partners LP

322.67%

Shares1.3K

Event2026-06-30

Filed2026-07-24

ARM

ARM Holdings PLC

0.00%

Shares131

Event2026-06-30

Filed2026-07-24

LOW

Lowes Companies Inc

0.00%

Shares207

Event2026-06-30

Filed2026-07-24

Energy Transfer Lp

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

Space Exploration Technologies Corp. CLASS A COM S

New

Shares260

Event2026-06-30

Filed2026-07-24

TRN

Trinity Industries

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

SKT

Tanger Fctry Outlet Ctrs

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

EME

EMCOR Group Inc

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

SHY

Ishares Tr Bond

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

SBUX

Starbucks Corp

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

QUBT

Quantum Computing Inc

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

SLF

Sun Life Financial Inc

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

FAST

Fastenal Co

0.00%

Shares800

Event2026-06-30

Filed2026-07-24

NVO

Novo Nordisk A/S

0.00%

Shares800

Event2026-06-30

Filed2026-07-24

PGX

Invesco Preferred Etf

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

Costco Whsl Corp New

0.00%

Shares40

Event2026-06-30

Filed2026-07-24

Oracle Corporation

0.00%

Shares252

Event2026-06-30

Filed2026-07-24

AZO

Autozone Inc

0.00%

Shares11

Event2026-06-30

Filed2026-07-24

ITA

iShares US Aerospace & Defense ETF

0.00%

Shares142

Event2026-06-30

Filed2026-07-24

CBRE

CBRE Group Inc

0.00%

Shares250

Event2026-06-30

Filed2026-07-24

EXPD

Expeditors Intl Wash

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

Royal Caribbean Group

0.00%

Shares102

Event2026-06-30

Filed2026-07-24

IEMG

Ishares Core Msci

0.00%

Shares384

Event2026-06-30

Filed2026-07-24

HOOD

Robinhood Markets Inc COM USD0.0001 CL A

0.00%

Shares310

Event2026-06-30

Filed2026-07-24

QABA

First TRUST Etf Dv

0.00%

Shares460

Event2026-06-30

Filed2026-07-24

IAU

Ishares Gold Etf

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

PANW

Palo Alto Networks

0.00%

Shares88

Event2026-06-30

Filed2026-07-24

SYM

SYMBOTIC CL A ORD

0.00%

Shares650

Event2026-06-30

Filed2026-07-24

MRK

Merck & Co Inc New

-90.21%

Shares222

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY ORD WI

0.00%

Shares113

Event2026-06-30

Filed2026-07-24

KMI

Kinder Morgan Inc

0.36%

Shares843

Event2026-06-30

Filed2026-07-24

AFL

Aflac Inc

0.00%

Shares226

Event2026-06-30

Filed2026-07-24

SYY

Sysco Corporation

0.00%

Shares300

Event2026-06-30

Filed2026-07-24

QQQE

Direxion NASDAQ-100 Equal Wtd ETF

0.00%

Shares203

Event2026-06-30

Filed2026-07-24

Ishares Core Total Etf

0.00%

Shares250

Event2026-06-30

Filed2026-07-24

EPI

Wisdomtree India Earning

0.00%

Shares565

Event2026-06-30

Filed2026-07-24

PFG

Principal Financial Grp

0.00%

Shares211

Event2026-06-30

Filed2026-07-24

APH

Amphenol Corp Cl A

0.00%

Shares128

Event2026-06-30

Filed2026-07-24

BUD

Anheuser-Busch InBev SA/NV

0.00%

Shares259

Event2026-06-30

Filed2026-07-24

IWM

Ishares Russell 2000

0.00%

Shares70

Event2026-06-30

Filed2026-07-24

MET

Metlife Inc

0.00%

Shares241

Event2026-06-30

Filed2026-07-24

IBP

Installed Building Products Inc

0.00%

Shares85

Event2026-06-30

Filed2026-07-24

Raytheon Technologies Co

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

DexCom Inc

0.00%

Shares275

Event2026-06-30

Filed2026-07-24

CGGR

Capital Group Growth ETF

New

Shares375

Event2026-06-30

Filed2026-07-24

METU

Direxion Daily META Bull 2X ETF

0.00%

Shares870

Event2026-06-30

Filed2026-07-24

VTS

VITESSE ENERGY ORD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

FLC

Flaherty & Crumrine

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

SAIA

Saia Inc

0.00%

Shares40

Event2026-06-30

Filed2026-07-24

SHOP

Shopify Inc

0.00%

Shares140

Event2026-06-30

Filed2026-07-24

IWR

Ishares Russell Mid Cap

0.00%

Shares144

Event2026-06-30

Filed2026-07-24

Broadcom Inc Com

0.00%

Shares42

Event2026-06-30

Filed2026-07-24

EXC

Exelon Corporation

0.00%

Shares340

Event2026-06-30

Filed2026-07-24

JEPI

JPMorgan Equity Premium Income ETF

0.00%

Shares280

Event2026-06-30

Filed2026-07-24

IGSB

Ishares Tr Bond

0.00%

Shares300

Event2026-06-30

Filed2026-07-24

Medtronic Plc

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

FMCC

Federal Home Loan Mortgage Corp

New

Shares2.5K

Event2026-06-30

Filed2026-07-24

SIRI

Sirius Xm Hldgs Inc

0.00%

Shares502

Event2026-06-30

Filed2026-07-24

Firstenergy Corp

0.00%

Shares308

Event2026-06-30

Filed2026-07-24

Unilever Plc Adr New

0.00%

Shares236

Event2026-06-30

Filed2026-07-24

CPRT

Copart Inc

0.00%

Shares496

Event2026-06-30

Filed2026-07-24

HON

Honeywell International

-50.00%

Shares62

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares62

Event2026-06-30

Filed2026-07-24

JBS

JBS NV CL A EXC1

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

TTWO

Take Two Interactv

0.00%

Shares53

Event2026-06-30

Filed2026-07-24

DUK

Duke Energy Corp New

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

ROST

Ross Stores Inc

0.00%

Shares58

Event2026-06-30

Filed2026-07-24

HST

Host Hotels & Resorts

0.00%

Shares511

Event2026-06-30

Filed2026-07-24

TDG

Transdigm Group Inc

0.00%

Shares9

Event2026-06-30

Filed2026-07-24

PNW

Pinnacle West Cap

0.00%

Shares110

Event2026-06-30

Filed2026-07-24

WRB

Berkley W R Corporation

0.00%

Shares163

Event2026-06-30

Filed2026-07-24

VNQ

Vanguard Reit Etf

-5.60%

Shares118

Event2026-06-30

Filed2026-07-24

DRLL

STRIVE U S ENERGY ETF

0.00%

Shares334

Event2026-06-30

Filed2026-07-24

LSTR

Landstar System Inc

0.00%

Shares54

Event2026-06-30

Filed2026-07-24

XLI

Select Sector Industrial

0.00%

Shares60

Event2026-06-30

Filed2026-07-24

Primerica Inc

0.00%

Shares38

Event2026-06-30

Filed2026-07-24

ADI

Analog Devices Inc

0.00%

Shares27

Event2026-06-30

Filed2026-07-24

BMI

Badger Meter Inc

0.00%

Shares72

Event2026-06-30

Filed2026-07-24

MKL

Markel Corp

0.00%

Shares5

Event2026-06-30

Filed2026-07-24

SOLV

Solventum Corp Com Shs

0.00%

Shares125

Event2026-06-30

Filed2026-07-24

Arch Cap Group Ltd New

0.00%

Shares99

Event2026-06-30

Filed2026-07-24

Visa Inc Cl A

0.00%

Shares28

Event2026-06-30

Filed2026-07-24

CLX

Clorox Company

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

GEHC

GE HEALTHCARE TECHNOLOGIES ORD WI

0.00%

Shares145

Event2026-06-30

Filed2026-07-24

MP Materials Corp

0.00%

Shares164

Event2026-06-30

Filed2026-07-24

BRO

Brown & Brown Inc

0.00%

Shares136

Event2026-06-30

Filed2026-07-24

WDFC

Wd-40 Company

0.00%

Shares34

Event2026-06-30

Filed2026-07-24

Brookfield Corp

0.00%

Shares190

Event2026-06-30

Filed2026-07-24

ADX

Adams Express Co

0.00%

Shares313

Event2026-06-30

Filed2026-07-24

RLI

R L I Corp

0.00%

Shares132

Event2026-06-30

Filed2026-07-24

FCFS

First Cash Finl Svcs Inc

0.00%

Shares36

Event2026-06-30

Filed2026-07-24

Mastercard Inc

0.00%

Shares15

Event2026-06-30

Filed2026-07-24

VUG

Vanguard Growth ETF

500.00%

Shares90

Event2026-06-30

Filed2026-07-24

EXPE

Expedia Inc

0.00%

Shares30

Event2026-06-30

Filed2026-07-24

GGG

Graco Incorporated

0.00%

Shares99

Event2026-06-30

Filed2026-07-24

VTV

Vanguard Value ETF

0.00%

Shares34

Event2026-06-30

Filed2026-07-24

NXP

Nuveen Select TaxFree Income

0.00%

Shares510

Event2026-06-30

Filed2026-07-24

TJX

T J X Cos Inc

0.00%

Shares46

Event2026-06-30

Filed2026-07-24

EFX

Equifax Inc

0.00%

Shares42

Event2026-06-30

Filed2026-07-24

Vanguard Russell 2000 ETF

-83.33%

Shares50

Event2026-06-30

Filed2026-07-24

FDX

Fedex Corporation

0.00%

Shares19

Event2026-06-30

Filed2026-07-24

Carnival Corp

0.00%

Shares206

Event2026-06-30

Filed2026-07-24

Netflix Inc

0.00%

Shares80

Event2026-06-30

Filed2026-07-24

JKHY

Henry Jack & Assoc Inc

0.00%

Shares39

Event2026-06-30

Filed2026-07-24

AON

A O N Plc

0.00%

Shares16

Event2026-06-30

Filed2026-07-24

INGR

Ingredion Inc

0.00%

Shares56

Event2026-06-30

Filed2026-07-24

CHKP

Check Pt Software Tech

0.00%

Shares38

Event2026-06-30

Filed2026-07-24

TER

Teradyne Inc

0.00%

Shares10

Event2026-06-30

Filed2026-07-24

CDW

Cdw Corp

0.00%

Shares34

Event2026-06-30

Filed2026-07-24

Lab Cp Of Amer Hldg New

0.00%

Shares17

Event2026-06-30

Filed2026-07-24

ITW

Illinois Tool Works Inc

0.00%

Shares17

Event2026-06-30

Filed2026-07-24

Dollar General Corp

0.00%

Shares39

Event2026-06-30

Filed2026-07-24

CGNX

Cognex Corp

0.00%

Shares60

Event2026-06-30

Filed2026-07-24

CNI

Canadian Natl Ry Co

0.00%

Shares34

Event2026-06-30

Filed2026-07-24

TECH

Techne Corp Common

0.00%

Shares52

Event2026-06-30

Filed2026-07-24

OEF

iShares S&P 100 ETF

0.00%

Shares10

Event2026-06-30

Filed2026-07-24

NWSA

News Corp New Cl A

0.00%

Shares138

Event2026-06-30

Filed2026-07-24

BCPC

Balchem Corp

0.00%

Shares20

Event2026-06-30

Filed2026-07-24

Constellation Brands Inc

0.00%

Shares24

Event2026-06-30

Filed2026-07-24

DFIS

Dimensional International Small Cap ETF

0.00%

Shares84

Event2026-06-30

Filed2026-07-24

SOLS

Solstice Advanced Materials Inc

0.00%

Shares31

Event2026-06-30

Filed2026-07-24

VEA

Vanguard Ftse Developed

0.00%

Shares35

Event2026-06-30

Filed2026-07-24

PSKY

PARAMOUNT SKYDANCE CORP CL B

0.00%

Shares248

Event2026-06-30

Filed2026-07-24

Lamb Weston Holdings

0.00%

Shares54

Event2026-06-30

Filed2026-07-24

BF.B

Brown Forman Corp Cl B

0.00%

Shares55

Event2026-06-30

Filed2026-07-24

DOW

Dow Inc

0.00%

Shares42

Event2026-06-30

Filed2026-07-24

Shift4 Payments Inc

0.00%

Shares20

Event2026-06-30

Filed2026-07-24

Rivian Automotive Inc Class A

0.00%

Shares44

Event2026-06-30

Filed2026-07-24

FLL

Full House Resorts Inc

0.00%

Shares232

Event2026-06-30

Filed2026-07-24

ONON

ON HOLDING CL A ORD

0.00%

Shares11

Event2026-06-30

Filed2026-07-24

MICC

The Magnum Ice Cream Co NV

-62.26%

Shares20

Event2026-06-30

Filed2026-07-24

VTRS

Viatris Inc

0.00%

Shares14

Event2026-06-30

Filed2026-07-24

NMAX

NEWSMAX INC CLASS B

0.00%

Shares20

Event2026-06-30

Filed2026-07-24

STLA

Stellantis N V

0.00%

Shares22

Event2026-06-30

Filed2026-07-24

TLRY

Tilray Brands Inc

0.00%

Shares15

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available