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The Analysis of ST GERMAIN D J CO INC's Holdings & P&L

Currently, ST GERMAIN D J CO INC holds 914 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in N/A (+201.1K shares, valued at $27.5M), BKNG (+151.7K shares, valued at $27.0M), VO (+272.8K shares, valued at $22.0M); decreased their positions in GOOGL (-42.5K shares, valued at $15.2M), GLW (-21.7K shares, valued at $5.5M), SPBO (-101.4K shares, valued at $2.9M); initiated new positions in N/A (+201.1K shares, valued at $27.5M), OLLI (+166.4K shares, valued at $12.8M), N/A (+4.4K shares, valued at $980.5K).

1M P&L

-2.8M-0.13%

3M P&L

+95.9M+4.52%

HY P&L

+69.8M+3.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.0B

45.0%

2Internet Content & Information153.4M

6.7%

3Consumer Electronics131.0M

5.7%

Top Industries by Stock Count

1N/A328 stocks

39.6%

2Utilities - Regulated Electric17 stocks

2.1%

3Specialty Industrial Machinery16 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JQUA JPMORGAN U.S. QUALITY FACTOR ETF1.9M shares0.14%2026-06-302026-07-21

AAPL APPLE INC452.8K shares-1.10%2026-06-302026-07-21

GOOGL ALPHABET INC CL A355.5K shares-10.68%2026-06-302026-07-21

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF1.2M shares5.84%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO181.6K shares-1.38%2026-06-302026-07-21

ASML ASML HLDG NV N Y REGISTRY SHS29.6K shares-3.96%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW112.5K shares-1.26%2026-06-302026-07-21

SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF1.9M shares-5.13%2026-06-302026-07-21

Sponsored

META PLATFORMS INC CL A META PLATFORMS INC CL A94.7K shares-0.02%2026-06-302026-07-21

PANW PALO ALTO NETWORKS INC COM142.4K shares-5.44%2026-06-302026-07-21

NVDA NVIDIA CORPORATION COM230.5K shares1.14%2026-06-302026-07-21

MBB ISHARES MBS ETF441.2K shares5.48%2026-06-302026-07-21

AMZN AMAZON.COM171.3K shares-0.08%2026-06-302026-07-21

JAAA JANUS HENDERSON AAA CLO ETF805.3K shares0.07%2026-06-302026-07-21

PG PROCTER AND GAMBLE271.2K shares2.60%2026-06-302026-07-21

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF899.8K shares-1.14%2026-06-302026-07-21

Sponsored

SLB SLB LIMITED COM STK815.9K shares0.41%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON146.6K shares-2.09%2026-06-302026-07-21

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF630.1K shares2.12%2026-06-302026-07-21

CHUBB LIMITED COM CHUBB LIMITED COM103.1K shares-0.70%2026-06-302026-07-21

VB VANGUARD SMALL-CAP ETF115.4K shares-2.02%2026-06-302026-07-21

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF669.6K shares0.44%2026-06-302026-07-21

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM385.2K shares-0.75%2026-06-302026-07-21

TIPX STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF1.7M shares7.53%2026-06-302026-07-21

Sponsored

JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY226.9K shares-4.60%2026-06-302026-07-21

MSFT MICROSOFT CORP81.7K shares-0.54%2026-06-302026-07-21

AMGN AMGEN INC COM83.9K shares-0.41%2026-06-302026-07-21

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF442.4K shares4.81%2026-06-302026-07-21

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF880.8K shares1.28%2026-06-302026-07-21

VO VANGUARD MID-CAP ETF365.6K shares293.96%2026-06-302026-07-21

WFC WELLS FARGO & CO COM348.2K shares1.65%2026-06-302026-07-21

BKNG BOOKING HOLDINGS INC COM158.0K shares2416.95%2026-06-302026-07-21

Sponsored

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS201.1K sharesnew addition2026-06-302026-07-21

CGBL CAPITAL GROUP CORE BALANCED ETF721.8K shares3.64%2026-06-302026-07-21

BLK BLACKROCK INC COM28.5K shares2.93%2026-06-302026-07-21

NETFLIX INC. COM NETFLIX INC. COM381.1K shares2.03%2026-06-302026-07-21

CISCO SYS INC COM CISCO SYS INC COM228.3K shares-6.17%2026-06-302026-07-21

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF532.1K shares1.59%2026-06-302026-07-21

GOOG ALPHABET INC CAP STK CL C74.6K shares-2.29%2026-06-302026-07-21

CGCP CAPITAL GROUP CORE PLUS INCOME ETF1.2M shares1.86%2026-06-302026-07-21

Sponsored

CMI CUMMINS INC COM34.2K shares-6.28%2026-06-302026-07-21

FND FLOOR & DECOR HLDGS INC CL A393.5K shares7.40%2026-06-302026-07-21

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF494.6K shares1.86%2026-06-302026-07-21

DHR DANAHER CORP DEL COM121.5K shares13.00%2026-06-302026-07-21

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF415.6K shares2.59%2026-06-302026-07-21

SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF714.1K shares11.01%2026-06-302026-07-21

CGDV CAPITAL GROUP DIVIDEND VALUE ETF392.8K shares2.32%2026-06-302026-07-21

RMD RESMED INC COM98.9K shares4.04%2026-06-302026-07-21

Sponsored

GLW CORNING INC COM74.3K shares-22.59%2026-06-302026-07-21

FAF FIRST AMERN FINL CORP COM273.4K shares-0.71%2026-06-302026-07-21

WMT WALMART INC164.7K shares-5.50%2026-06-302026-07-21

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF23.9K shares-0.02%2026-06-302026-07-21

GOVT ISHARES U.S. TREASURY BOND ETF759.0K shares-1.59%2026-06-302026-07-21

ABBVIE INC ABBVIE INC68.6K shares-0.05%2026-06-302026-07-21

SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF705.8K shares2.86%2026-06-302026-07-21

ZBH ZIMMER BIOMET HOLDINGS INC COM182.1K shares3.23%2026-06-302026-07-21

Sponsored

VZ VERIZON COMMUNICATIONS359.8K shares-0.68%2026-06-302026-07-21

QCOM QUALCOMM INC COM80.3K shares-13.40%2026-06-302026-07-21

TJX TJX COS INC NEW COM96.9K shares-3.50%2026-06-302026-07-21

SPTB STATE STREET SPDR PORTFOLIO TREASURY ETF460.9K shares-2.54%2026-06-302026-07-21

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF156.3K shares-0.12%2026-06-302026-07-21

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF155.3K shares-3.20%2026-06-302026-07-21

OLLI OLLIES BARGAIN OUTLET HLDGS COM166.4K sharesnew addition2026-06-302026-07-21

ETN EATON CORP PLC SHS30.0K shares-0.44%2026-06-302026-07-21

Sponsored

GIS GENERAL MILLS INC COM358.8K shares9.87%2026-06-302026-07-21

CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF377.9K shares-0.66%2026-06-302026-07-21

SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF487.2K shares3.32%2026-06-302026-07-21

CGUS CAPITAL GROUP CORE EQUITY ETF254.3K shares2.66%2026-06-302026-07-21

VSGX VANGUARD ESG INTERNATIONAL STOCK ETF134.4K shares0.42%2026-06-302026-07-21

VISA INC COM CL A VISA INC COM CL A31.9K shares-0.46%2026-06-302026-07-21

CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF368.3K shares-0.07%2026-06-302026-07-21

BX BLACKSTONE INC83.0K shares-1.59%2026-06-302026-07-21

Sponsored

APPLIED MATLS INC COM APPLIED MATLS INC COM13.4K shares-20.76%2026-06-302026-07-21

ESGV VANGUARD ESG U.S. STOCK ETF72.1K shares1.20%2026-06-302026-07-21

NULV NUVEEN ESG LARGE-CAP VALUE ETF189.7K shares1.97%2026-06-302026-07-21

AXP AMERICAN EXPRESS CO COM27.8K shares-0.05%2026-06-302026-07-21

PEP PEPSICO INC COM68.3K shares-2.95%2026-06-302026-07-21

CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF106.0K shares0.22%2026-06-302026-07-21

DSI ISHARES MSCI KLD 400 SOCIAL ETF62.5K shares1.61%2026-06-302026-07-21

CAT CATERPILLAR INC COM8.0K shares0.63%2026-06-302026-07-21

Sponsored

MUB ISHARES NATIONAL MUNI BOND ETF78.7K shares3.69%2026-06-302026-07-21

VEA VANGUARD FTSE DEVELOPED MARKETS ETF101.2K shares-0.11%2026-06-302026-07-21

XYL XYLEM INC COM60.6K shares23959.52%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM7.5K shares-0.23%2026-06-302026-07-21

AOS SMITH A O CORP COM110.8K shares30.28%2026-06-302026-07-21

MEDTRONIC PLC SHS MEDTRONIC PLC SHS81.8K shares1.38%2026-06-302026-07-21

HD HOME DEPOT INC COM17.4K shares-3.05%2026-06-302026-07-21

VWO VANGUARD FTSE EMERGING MARKETS ETF102.1K shares-2.69%2026-06-302026-07-21

Sponsored

XYZ BLOCK INC CL A76.4K shares-3.11%2026-06-302026-07-21

CME CME GROUP INC COM25.7K shares-1.30%2026-06-302026-07-21

TROW PRICE T ROWE GROUP INC COM46.6K shares0.42%2026-06-302026-07-21

BMO BANK MONTREAL MEDIUM COM29.9K shares-4.38%2026-06-302026-07-21

CGGR CAPITAL GROUP GROWTH ETF111.7K shares2.58%2026-06-302026-07-21

VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF74.3K shares0.79%2026-06-302026-07-21

IJR ISHARES S&P SMALL-CAP FUND33.4K shares-4.11%2026-06-302026-07-21

MRK MERCK & CO INC COM38.1K shares-2.40%2026-06-302026-07-21

Sponsored

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF58.7K shares-9.91%2026-06-302026-07-21

VIG VANGUARD DIVIDEND APPREC INDEX FUND20.5K shares0.79%2026-06-302026-07-21

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM11.6K shares-5.37%2026-06-302026-07-21

VUG VANGUARD GROWTH INDEX FUND55.4K shares523.62%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS10.0K shares1.73%2026-06-302026-07-21

VCEB VANGUARD ESG U.S. CORPORATE BOND ETF73.0K shares5.90%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS COM15.9K shares-3.69%2026-06-302026-07-21

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF46.6K shares0.15%2026-06-302026-07-21

Sponsored

SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF147.0K shares13.62%2026-06-302026-07-21

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF70.7K shares52.87%2026-06-302026-07-21

MCD MCDONALDS CORP COM15.3K shares-2.73%2026-06-302026-07-21

CRM SALESFORCE COM24.8K shares-3.59%2026-06-302026-07-21

NVO NOVO-NORDISK A S ADR78.3K shares-0.56%2026-06-302026-07-21

GE GE AEROSPACE COM NEW9.4K shares-11.05%2026-06-302026-07-21

NUSC NUVEEN ESG SMALL-CAP ETF66.4K shares2.13%2026-06-302026-07-21

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF4.5K shares1.13%2026-06-302026-07-21

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CVX CHEVRON CORPORATION COM19.8K shares-0.38%2026-06-302026-07-21

MTB M & T BK CORP COM13.7K shares-1.08%2026-06-302026-07-21

ADP AUTOMATIC DATA PROCESSING INC COM14.2K shares-6.04%2026-06-302026-07-21

VTV VANGUARD VALUE INDEX FUND13.9K shares4.02%2026-06-302026-07-21

STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF65.9K shares-2.99%2026-06-302026-07-21

INTC INTEL CORP21.1K shares0.95%2026-06-302026-07-21

AFL AFLAC INC COM24.3K shares-0.08%2026-06-302026-07-21

VTEB VANGUARD TAX-EXEMPT BOND ETF56.0K shares-3.25%2026-06-302026-07-21

Sponsored

BDX BECTON DICKINSON & CO18.0K shares-3.82%2026-06-302026-07-21

GEV GE VERNOVA INC COM2.3K shares-11.21%2026-06-302026-07-21

ES EVERSOURCE ENERGY COM37.2K shares15.87%2026-06-302026-07-21

ORACLE CORP COM ORACLE CORP COM18.0K shares-6.32%2026-06-302026-07-21

UNP UNION PAC CORP COM8.9K shares3.47%2026-06-302026-07-21

KO COCA COLA CO COM29.7K shares-0.55%2026-06-302026-07-21

PSK SPDR ICE PREFERRED SECURITIES ETF78.2K shares-2.80%2026-06-302026-07-21

ADI ANALOG DEVICES INC COM6.0K shares-1.90%2026-06-302026-07-21

Sponsored

VNQ VANGUARD REAL ESTATE ETF24.7K shares2.94%2026-06-302026-07-21

ALNYLAM PHARMACEUTICALS INC COM ALNYLAM PHARMACEUTICALS INC COM7.8K shares-0.23%2026-06-302026-07-21

LHX L3HARRIS TECHNOLOGIES INC COM8.0K shares1.03%2026-06-302026-07-21

RTX CORPORATION COM RTX CORPORATION COM12.1K shares-3.16%2026-06-302026-07-21

EMR EMERSON ELEC CO COM15.9K shares-0.99%2026-06-302026-07-21

CGMU CAPITAL GROUP MUNICIPAL INCOME ETF81.5K shares0.00%2026-06-302026-07-21

LLY ELI LILLY & CO COM1.8K shares0.11%2026-06-302026-07-21

XLV HEALTH CARE SELECT SECTOR SPDR FUND12.8K shares-29.90%2026-06-302026-07-21

Sponsored

ITW ILLINOIS TOOL WKS INC COM7.4K shares-8.18%2026-06-302026-07-21

SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF41.7K shares-2.80%2026-06-302026-07-21

SERVICENOW INC COM SERVICENOW INC COM20.0K shares-19.33%2026-06-302026-07-21

PFF ISHARES PREFERRED AND INCOME SECURITIES ETF64.8K shares-2.53%2026-06-302026-07-21

TMO THERMO FISHER SCIENTIFIC INC COM3.9K shares-1.96%2026-06-302026-07-21

SPIP STATE STREET SPDR PORTFOLIO TIPS ETF74.7K shares-1.37%2026-06-302026-07-21

IWM ISHARES RUSSELL 2000 ETF6.3K shares4.45%2026-06-302026-07-21

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF5.1K shares-0.77%2026-06-302026-07-21

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TXN TEXAS INSTRS INC COM6.2K shares-7.24%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP COM3.6K shares-4.84%2026-06-302026-07-21

3M CO COM 3M CO COM11.1K shares-0.13%2026-06-302026-07-21

ABT ABBOTT LABORATORIES COM19.8K shares-5.46%2026-06-302026-07-21

IYZ ISHARES U.S. TELECOMMUNICATIONS ETF42.0K shares-3.66%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC COM3.0K shares6.63%2026-06-302026-07-21

DE DEERE & CO COM2.6K shares0.00%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC COM1.5K shares-2.23%2026-06-302026-07-21

Sponsored

BND VANGUARD TOTAL BOND MARKET INDEX FUND21.1K shares-1.97%2026-06-302026-07-21

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF15.3K shares-11.09%2026-06-302026-07-21

TT TRANE TECHNOLOGIES PLC SHS3.0K shares-4.54%2026-06-302026-07-21

DIS DISNEY WALT CO15.4K shares-5.81%2026-06-302026-07-21

CL COLGATE PALMOLIVE CO COM15.8K shares-4.67%2026-06-302026-07-21

CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF55.8K shares0.00%2026-06-302026-07-21

LOW LOWES COS INC COM6.5K shares-0.80%2026-06-302026-07-21

NWBI NORTHWEST BANCSHARES INC COM90.4K shares-2.82%2026-06-302026-07-21

Sponsored

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.4K shares-61.16%2026-06-302026-07-21

DELL DELL TECHNOLOGIES INC CL C3.1K shares0.00%2026-06-302026-07-21

NSC NORFOLK SOUTHN CORP COM4.3K shares0.00%2026-06-302026-07-21

MAR MARRIOTT INTL INC NEW CL A3.6K shares0.06%2026-06-302026-07-21

CVS CVS HEALTH CORP11.5K shares-1.16%2026-06-302026-07-21

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF11.0K shares10.53%2026-06-302026-07-21

APD AIR PRODUCTS AND CHEMICALS INC COM3.9K shares-0.86%2026-06-302026-07-21

CI THE CIGNA GROUP COM4.2K shares-0.74%2026-06-302026-07-21

Sponsored

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF25.7K shares0.00%2026-06-302026-07-21

QQQ INVESCO QQQ TRUST SERIES I1.5K shares18.42%2026-06-302026-07-21

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF5.8K shares0.88%2026-06-302026-07-21

ACWI ISHARES MSCI ACWI ETF6.9K shares0.00%2026-06-302026-07-21

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A2.0K shares1.97%2026-06-302026-07-21

BMY BRISTOL-MYERS SQUIBB CO COM17.5K shares-12.06%2026-06-302026-07-21

KMB KIMBERLY-CLARK CORP COM9.0K shares-22.56%2026-06-302026-07-21

HONEYWELL INTL INC COM HONEYWELL INTL INC COM4.4K sharesnew addition2026-06-302026-07-21

Sponsored

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM4.4K sharesnew addition2026-06-302026-07-21

NVS NOVARTIS AG SPONSORED ADR6.2K shares-3.36%2026-06-302026-07-21

AJG GALLAGHER ARTHUR J & CO COM4.2K shares0.00%2026-06-302026-07-21

LIN LINDE PLC SHS1.8K shares-11.36%2026-06-302026-07-21

WELL WELLTOWER INC COM4.2K shares0.00%2026-06-302026-07-21

IWF ISHARES RUSSELL 1000 GROWTH ETF7.1K shares291.34%2026-06-302026-07-21

BROADCOM INC COM BROADCOM INC COM2.3K shares-0.26%2026-06-302026-07-21

VGT VANGUARD INFORMATION TECHNOLOGY ETF7.3K shares754.71%2026-06-302026-07-21

Sponsored

ROST ROSS STORES INC COM4.1K shares0.00%2026-06-302026-07-21

MS MORGAN STANLEY4.0K shares5.81%2026-06-302026-07-21

CSX CSX CORP COM17.5K shares0.86%2026-06-302026-07-21

CMCSA COMCAST CORP NEW CL A33.7K shares1.17%2026-06-302026-07-21

VOO VANGUARD S&P 500 ETF1.2K shares-13.08%2026-06-302026-07-21

FICO FAIR ISAAC CORP COM665 shares-0.15%2026-06-302026-07-21

TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF17.3K shares-6.17%2026-06-302026-07-21

SOUTHERN CO COM SOUTHERN CO COM8.2K shares-1.80%2026-06-302026-07-21

Sponsored

SCHW SCHWAB CHARLES CORP COM8.3K shares0.77%2026-06-302026-07-21

EFA ISHARES MSCI EAFE ETF7.3K shares-13.99%2026-06-302026-07-21

IUSV ISHARES CORE S&P US VALUE ETF6.8K shares0.00%2026-06-302026-07-21

LULU LULULEMON ATHLETICA INC COM6.6K shares0.00%2026-06-302026-07-21

AMERIPRISE FINL INC COM AMERIPRISE FINL INC COM1.6K shares2.39%2026-06-302026-07-21

TGT TARGET CORP COM5.7K shares7.62%2026-06-302026-07-21

UBER UBER TECHNOLOGIES INC COM10.2K shares-0.17%2026-06-302026-07-21

PFE PFIZER INC COM30.3K shares4.88%2026-06-302026-07-21

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF3.0K shares7.65%2026-06-302026-07-21

SNOWFLAKE INC COM SHS SNOWFLAKE INC COM SHS2.7K shares0.00%2026-06-302026-07-21

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF14.2K shares0.07%2026-06-302026-07-21

COF CAPITAL ONE FINL CORP COM3.4K shares-18.13%2026-06-302026-07-21

SYK STRYKER CORPORATION COM2.1K shares-0.92%2026-06-302026-07-21

IWO ISHARES RUSSELL 2000 GROWTH ETF1.7K shares0.00%2026-06-302026-07-21

SBUX STARBUCKS CORP COM6.5K shares-0.29%2026-06-302026-07-21

EPD ENTERPRISE PRODS PARTNERS L P COM17.9K shares-1.49%2026-06-302026-07-21

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IWN ISHARES RUSSELL 2000 VALUE ETF3.0K shares0.00%2026-06-302026-07-21

OIH VANECK OIL SERVICES ETF1.8K shares-3.14%2026-06-302026-07-21

PNC PNC FINL SVCS GROUP INC COM2.6K shares-0.27%2026-06-302026-07-21

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.2K shares6.55%2026-06-302026-07-21

T AT&T INC COM28.8K shares-0.80%2026-06-302026-07-21

ARES CAPITAL CORP COM ARES CAPITAL CORP COM32.1K shares-27.18%2026-06-302026-07-21

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF3.8K shares-3.87%2026-06-302026-07-21

VGSH VANGUARD SHORT-TERM TREASURY ETF10.1K shares-45.44%2026-06-302026-07-21

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CORTEVA INC COM CORTEVA INC COM6.9K shares-8.06%2026-06-302026-07-21

NKE NIKE INC CL B14.2K shares-9.39%2026-06-302026-07-21

IUSG ISHARES CORE S&P U.S. GROWTH ETF3.1K shares0.00%2026-06-302026-07-21

EFIV STATE STREET SPDR S&P 500 ESG ETF7.6K shares0.00%2026-06-302026-07-21

AEP AMERICAN ELEC PWR CO INC COM4.0K shares-0.89%2026-06-302026-07-21

IJH ISHARES CORE S&P MID-CAP ETF6.7K shares9.50%2026-06-302026-07-21

IVW ISHARES S&P 500 GROWTH ETF3.8K shares27.47%2026-06-302026-07-21

TSLA TESLA INC COM1.2K shares-14.89%2026-06-302026-07-21

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DUK DUKE ENERGY CORP NEW COM NEW3.9K shares-4.11%2026-06-302026-07-21

STT STATE STR CORP COM2.9K shares0.00%2026-06-302026-07-21

CARR CARRIER GLOBAL CORPORATION COM6.5K shares-0.49%2026-06-302026-07-21

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF13.7K shares5.03%2026-06-302026-07-21

ELV ELEVANCE HEALTH INC FORMERLY A COM1.2K shares-8.82%2026-06-302026-07-21

YUM YUM BRANDS INC COM2.9K shares0.00%2026-06-302026-07-21

MRVL MARVELL TECHNOLOGY INC COM1.5K shares-3.14%2026-06-302026-07-21

DRI DARDEN RESTAURANTS INC COM2.2K shares3.88%2026-06-302026-07-21

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BK BANK OF NY MELLON CORP COM3.0K shares0.00%2026-06-302026-07-21

XVV ISHARES ESG SELECT SCREENED S&P 500 ETF7.6K shares0.00%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC COM2.4K shares-0.67%2026-06-302026-07-21

PEG PUBLIC SVC ENTERPRISE GROUP COM5.3K shares0.00%2026-06-302026-07-21

ETR ENTERGY CORP NEW COM3.7K shares-19.66%2026-06-302026-07-21

COP CONOCOPHILLIPS COM4.0K shares1.53%2026-06-302026-07-21

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM1.3K shares0.00%2026-06-302026-07-21

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF4.9K shares2.02%2026-06-302026-07-21

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XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF7.7K shares0.01%2026-06-302026-07-21

MGK VANGUARD MEGA CAP GROWTH ETF4.6K shares400.00%2026-06-302026-07-21

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM1.8K shares0.00%2026-06-302026-07-21

MO ALTRIA GROUP INC COM5.6K shares9.01%2026-06-302026-07-21

SLF SUN LIFE FINANCIAL INC. COM5.1K shares-11.31%2026-06-302026-07-21

SPXC SPX TECHNOLOGIES INC COM1.6K shares0.00%2026-06-302026-07-21

VHT VANGUARD HEALTH CARE ETF1.3K shares-7.95%2026-06-302026-07-21

DOMINION ENERGY INC COM DOMINION ENERGY INC COM5.8K shares-0.34%2026-06-302026-07-21

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HIG HARTFORD INSURANCE GROUP INC COM2.9K shares-3.61%2026-06-302026-07-21

MKC MCCORMICK & CO INC COM NON VTG7.7K shares-0.29%2026-06-302026-07-21

APH AMPHENOL CORP CL A2.2K shares0.00%2026-06-302026-07-21

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF6.7K shares-1.48%2026-06-302026-07-21

CLX CLOROX CO DEL COM3.9K shares-0.64%2026-06-302026-07-21

BA BOEING CO COM1.7K shares10.46%2026-06-302026-07-21

MET METLIFE INC COM4.4K shares0.00%2026-06-302026-07-21

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF4.0K shares-0.02%2026-06-302026-07-21

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NYF ISHARES NEW YORK MUNI BOND ETF6.8K shares0.00%2026-06-302026-07-21

BAC BANK OF AMER CORP COM6.4K shares-3.87%2026-06-302026-07-21

WNEB WESTERN NEW ENG BANCORP INC COM25.4K shares0.19%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A3.0K shares5.05%2026-06-302026-07-21

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF4.8K shares0.02%2026-06-302026-07-21

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A2.7K shares-7.68%2026-06-302026-07-21

URI UNITED RENTALS INC COM291 shares0.00%2026-06-302026-07-21

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF3.3K shares102.93%2026-06-302026-07-21

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BP BP PLC SPONSORED ADR8.9K shares6.07%2026-06-302026-07-21

MC MOELIS & CO CL A5.0K shares0.00%2026-06-302026-07-21

SHEL SHELL PLC SPON ADS4.2K shares10.21%2026-06-302026-07-21

RPM RPM INTL INC COM2.9K shares-0.37%2026-06-302026-07-21

DVY ISHARES SELECT DIVIDEND ETF2.1K shares16.25%2026-06-302026-07-21

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF3.4K shares-15.02%2026-06-302026-07-21

IBIT ISHARES BITCOIN TRUST ETF9.6K shares0.00%2026-06-302026-07-21

ALL ALLSTATE CORP COM1.3K shares0.00%2026-06-302026-07-21

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MCI BARINGS CORPORATE INVS COM18.1K shares0.03%2026-06-302026-07-21

JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF8.1K shares0.00%2026-06-302026-07-21

NI NISOURCE INC COM6.6K shares0.02%2026-06-302026-07-21

USB US BANCORP COM NEW4.9K shares-1.04%2026-06-302026-07-21

SCHD SCHWAB US DIVIDEND EQUITY ETF9.1K shares-0.49%2026-06-302026-07-21

FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF9.2K shares-9.14%2026-06-302026-07-21

IWB ISHARES RUSSELL 1000 ETF687 shares0.00%2026-06-302026-07-21

GLD SPDR GOLD SHARES743 shares41.25%2026-06-302026-07-21

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SNY SANOFI SA SPONSORED ADR6.4K shares-8.85%2026-06-302026-07-21

OKE ONEOK INC NEW COM3.1K shares0.00%2026-06-302026-07-21

GILD GILEAD SCIENCES INC COM2.1K shares-22.32%2026-06-302026-07-21

VANECK GOLD MINERS ETF VANECK GOLD MINERS ETF3.5K shares0.00%2026-06-302026-07-21

CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES969 shares0.00%2026-06-302026-07-21

EOS EATON VANCE ENHANCED EQUITY IN COM11.9K sharesnew addition2026-06-302026-07-21

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF5.0K shares0.00%2026-06-302026-07-21

IVE ISHARES S&P 500 VALUE ETF1.1K shares0.00%2026-06-302026-07-21

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MMC MARSH & MCLENNAN COS INC COM1.5K shares-3.53%2026-06-302026-07-21

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF3.2K shares1.06%2026-06-302026-07-21

NUE NUCOR CORP COM1.1K shares0.00%2026-06-302026-07-21

FDRR FIDELITY DIVIDEND ETF FOR RISING RATES3.7K shares0.00%2026-06-302026-07-21

ECL ECOLAB INC COM852 shares-21.40%2026-06-302026-07-21

IBB ISHARES BIOTECHNOLOGY ETF1.2K shares0.00%2026-06-302026-07-21

CMF ISHARES CALIFORNIA MUNI BOND ETF3.7K shares-8.67%2026-06-302026-07-21

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ED CONSOLIDATED EDISON INC COM1.8K shares0.00%2026-06-302026-07-21

MFC MANULIFE FINL CORP COM4.9K shares0.00%2026-06-302026-07-21

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ACUITY INC COM ACUITY INC COM525 shares0.00%2026-06-302026-07-21

BALL BALL CORP COM3.1K shares-12.77%2026-06-302026-07-21

XBI STATE STREET SPDR S&P BIOTECH ETF1.2K shares3.25%2026-06-302026-07-21

OTIS OTIS WORLDWIDE CORP COM2.7K shares-7.26%2026-06-302026-07-21

VOE VANGUARD MID-CAP VALUE ETF979 shares0.00%2026-06-302026-07-21

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TEL TE CONNECTIVITY PLC ORD SHS952 shares-4.23%2026-06-302026-07-21

PRU PRUDENTIAL FINL INC COM1.7K shares0.00%2026-06-302026-07-21

PRF INVESCO RAFI US 1000 ETF3.5K shares0.00%2026-06-302026-07-21

INDB INDEPENDENT BK CORP MASS COM2.2K shares0.18%2026-06-302026-07-21

DUPONT DE NEMOURS INC COMMON STOCK DUPONT DE NEMOURS INC COMMON STOCK1.4K sharesnew addition2026-06-302026-07-21

PSX PHILLIPS 66 COM1.1K shares0.00%2026-06-302026-07-21

IWS ISHARES RUSSELL MID-CAP VALUE ETF1.1K shares0.00%2026-06-302026-07-21

MDLZ MONDELEZ INTL INC CL A3.2K shares0.22%2026-06-302026-07-21

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KKR KKR & CO INC COM2.0K shares0.00%2026-06-302026-07-21

ATMU ATMUS FILTRATION TECHNOLOGIES COM3.6K shares0.00%2026-06-302026-07-21

EME EMCOR GROUP INC COM217 shares0.00%2026-06-302026-07-21

GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK2.8K shares-13.20%2026-06-302026-07-21

IT GARTNER INC COM1.4K shares-0.87%2026-06-302026-07-21

SWK STANLEY BLACK & DECKER INC COM1.9K shares282.04%2026-06-302026-07-21

PGR PROGRESSIVE CORP COM805 shares0.00%2026-06-302026-07-21

DGRO ISHARES CORE DIVIDEND GROWTH ETF2.3K shares0.00%2026-06-302026-07-21

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S&P GLOBAL INC COM S&P GLOBAL INC COM395 shares-1.99%2026-06-302026-07-21

USMV ISHARES MSCI USA MIN VOL FACTOR ETF1.7K shares28.43%2026-06-302026-07-21

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RPG INVESCO S&P 500 PURE GROWTH ETF2.3K shares0.00%2026-06-302026-07-21

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BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF1.4K shares5.76%2026-06-302026-07-21

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FI FISERV INC COM2.7K shares-33.90%2026-06-302026-07-21

LRCX LAM RESEARCH CORP COM NEW302 shares0.00%2026-06-302026-07-21

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RSP INVESCO S&P 500 EQUAL WEIGHT ETF593 shares0.00%2026-06-302026-07-21

QQQM INVESCO NASDAQ 100 ETF413 shares73.53%2026-06-302026-07-21

UGI UGI CORP NEW COM3.6K shares0.00%2026-06-302026-07-21

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UL UNILEVER PLC SPON ADR NEW1.9K shares-2.67%2026-06-302026-07-21

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SXT SENSIENT TECHNOLOGIES CORP COM900 shares0.00%2026-06-302026-07-21

FDX FEDEX CORP COM348 shares0.00%2026-06-302026-07-21

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HPE HEWLETT PACKARD ENTERPRISE CO COM2.3K shares79.05%2026-06-302026-07-21

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CNI CANADIAN NATL RY CO COM850 shares0.00%2026-06-302026-07-21

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AWK AMERICAN WTR WKS CO INC NEW COM750 shares-2.98%2026-06-302026-07-21

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KLAC KLA CORP COM NEW320 shares900.00%2026-06-302026-07-21

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JAZZ PHARMACEUTICALS PLC SHS USD JAZZ PHARMACEUTICALS PLC SHS USD324 shares0.00%2026-06-302026-07-21

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HOOD ROBINHOOD MKTS INC COM CL A767 shares0.00%2026-06-302026-07-21

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NXP SEMICONDUCTORS N V COM NXP SEMICONDUCTORS N V COM257 shares0.00%2026-06-302026-07-21

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ET ENERGY TRANSFER L P COM UT LTD PTN3.6K shares0.00%2026-06-302026-07-21

OXY OCCIDENTAL PETE CORP COM1.4K shares-10.97%2026-06-302026-07-21

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF907 shares0.00%2026-06-302026-07-21

GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF2.5K shares-34.89%2026-06-302026-07-21

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF703 shares35050.00%2026-06-302026-07-21

Sponsored

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF1.2K shares0.00%2026-06-302026-07-21

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF431 shares0.00%2026-06-302026-07-21

IYY ISHARES DOW JONES U.S. ETF364 shares0.00%2026-06-302026-07-21

SCZ ISHARES MSCI EAFE SMALL-CAP ETF806 shares126.40%2026-06-302026-07-21

WMB WILLIAMS COS INC COM889 shares-5.32%2026-06-302026-07-21

FIX COMFORT SYS USA INC COM33 shares0.00%2026-06-302026-07-21

IHI ISHARES U.S. MEDICAL DEVICES ETF1.3K shares0.00%2026-06-302026-07-21

TRGP TARGA RES CORP COM237 shares0.00%2026-06-302026-07-21

Sponsored

MU MICRON TECHNOLOGY INC COM55 shares83.33%2026-06-302026-07-21

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF339 shares-31.93%2026-06-302026-07-21

XHB STATE STREET SPDR S&P HOMEBUILDERS ETF540 shares-27.90%2026-06-302026-07-21

XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF753 sharesnew addition2026-06-302026-07-21

IWP ISHARES RUSSELL MID-CAP GROWTH ETF423 shares291.67%2026-06-302026-07-21

INTU INTUIT COM237 shares-2.47%2026-06-302026-07-21

PDI PIMCO DYNAMIC INCOME FD SHS3.6K shares0.00%2026-06-302026-07-21

MOO VANECK AGRIBUSINESS ETF750 shares0.00%2026-06-302026-07-21

Sponsored

PYPL PAYPAL HLDGS INC COM1.4K shares51.38%2026-06-302026-07-21

TD TORONTO DOMINION BK ONT COM NEW486 shares0.00%2026-06-302026-07-21

IEF ISHARES 7-10 YEAR TREASURY BOND ETF623 shares-56.86%2026-06-302026-07-21

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF725 shares0.00%2026-06-302026-07-21

NVBW ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF1.6K shares0.00%2026-06-302026-07-21

EUFN ISHARES MSCI EUROPE FINANCIALS ETF1.4K sharesnew addition2026-06-302026-07-21

SOLV SOLVENTUM CORP COM SHS729 shares0.00%2026-06-302026-07-21

MP MP MATERIALS CORP COM CL A1.0K shares-21.94%2026-06-302026-07-21

Sponsored

AON AON PLC SHS CL A167 shares0.00%2026-06-302026-07-21

EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF1.3K shares0.00%2026-06-302026-07-21

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND1.1K shares-9.72%2026-06-302026-07-21

PSI INVESCO SEMICONDUCTORS ETF288 shares0.00%2026-06-302026-07-21

AOCT INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO OCTOBER 20262.0K shares0.00%2026-06-302026-07-21

KMX CARMAX INC COM1.0K shares-23.44%2026-06-302026-07-21

BSX BOSTON SCIENTIFIC CORP COM1.3K shares-15.02%2026-06-302026-07-21

CGSD CAPITAL GROUP SHORT DURATION INCOME2.0K shares-29.38%2026-06-302026-07-21

Sponsored

VFH VANGUARD FINANCIALS ETF395 shares-15.96%2026-06-302026-07-21

AGZ ISHARES AGENCY BOND ETF475 shares0.00%2026-06-302026-07-21

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF964 shares-25.21%2026-06-302026-07-21

NMT NUVEEN MASS QUALITY MUN INC COM4.0K shares0.00%2026-06-302026-07-21

CINF CINCINNATI FINL CORP COM277 shares0.00%2026-06-302026-07-21

BR BROADRIDGE FINL SOLUTIONS INC COM374 shares-7.20%2026-06-302026-07-21

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF2.0K shares-1.82%2026-06-302026-07-21

SJM SMUCKER J M CO COM NEW447 shares0.00%2026-06-302026-07-21

Sponsored

SCHF SCHWAB INTERNATIONAL EQUITY ETF1.8K shares0.00%2026-06-302026-07-21

EEM ISHARES MSCI EMERGING MARKETS ETF732 shares0.00%2026-06-302026-07-21

HPQ HP INC COM2.3K shares79.05%2026-06-302026-07-21

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST70 shares0.00%2026-06-302026-07-21

HTD HANCOCK JOHN TAX-ADVANTAGED DI COM1.9K shares0.00%2026-06-302026-07-21

ILCV ISHARES MORNINGSTAR VALUE ETF478 shares0.00%2026-06-302026-07-21

TPR TAPESTRY INC COM329 shares0.00%2026-06-302026-07-21

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD247 shares47.90%2026-06-302026-07-21

Sponsored

PBA PEMBINA PIPELINE CORP COM1.0K shares0.00%2026-06-302026-07-21

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF490 shares0.00%2026-06-302026-07-21

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF455 shares0.00%2026-06-302026-07-21

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF250 sharesnew addition2026-06-302026-07-21

JPST JPMORGAN ULTRA-SHORT INCOME ETF876 shares-47.54%2026-06-302026-07-21

DSL DOUBLELINE INCOME SOLUTIONS FD COM4.0K shares368.71%2026-06-302026-07-21

FAST FASTENAL CO COM916 shares-44.15%2026-06-302026-07-21

CZNC CITIZENS & NORTHN CORP COM1.8K shares0.00%2026-06-302026-07-21

Sponsored

TSN TYSON FOODS INC CL A739 shares0.00%2026-06-302026-07-21

FGDL FRANKLIN RESPONSIBLY SOURCED GOLD ETF792 shares0.00%2026-06-302026-07-21

ETHA ISHARES ETHEREUM TRUST ETF3.5K shares-0.54%2026-06-302026-07-21

AGILENT TECHNOLOGIES INC COM AGILENT TECHNOLOGIES INC COM311 shares0.00%2026-06-302026-07-21

KEYS KEYSIGHT TECHNOLOGIES INC COM118 shares0.00%2026-06-302026-07-21

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF265 shares0.00%2026-06-302026-07-21

ADM ARCHER DANIELS MIDLAND CO COM534 shares0.00%2026-06-302026-07-21

XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF809 shares18.10%2026-06-302026-07-21

Sponsored

COKE COCA COLA CONS INC COM210 shares0.00%2026-06-302026-07-21

MKL MARKEL GROUP INC COM20 shares0.00%2026-06-302026-07-21

AMCOR PLC COM NEW AMCOR PLC COM NEW900 shares0.00%2026-06-302026-07-21

SPUU DIREXION DAILY S&P 500 BULL 2X ETF180 shares0.00%2026-06-302026-07-21

JQUA

JPMORGAN U.S. QUALITY FACTOR ETF

0.14%

Shares1.9M

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-1.10%

Shares452.8K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC CL A

-10.68%

Shares355.5K

Event2026-06-30

Filed2026-07-21

STATE STREET SPDR PORTFOLIO S&P 500 ETF

5.84%

Shares1.2M

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-1.38%

Shares181.6K

Event2026-06-30

Filed2026-07-21

ASML

ASML HLDG NV N Y REGISTRY SHS

-3.96%

Shares29.6K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-1.26%

Shares112.5K

Event2026-06-30

Filed2026-07-21

SPBO

STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF

-5.13%

Shares1.9M

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC CL A

-0.02%

Shares94.7K

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC COM

-5.44%

Shares142.4K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION COM

1.14%

Shares230.5K

Event2026-06-30

Filed2026-07-21

MBB

ISHARES MBS ETF

5.48%

Shares441.2K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON.COM

-0.08%

Shares171.3K

Event2026-06-30

Filed2026-07-21

JAAA

JANUS HENDERSON AAA CLO ETF

0.07%

Shares805.3K

Event2026-06-30

Filed2026-07-21

PROCTER AND GAMBLE

2.60%

Shares271.2K

Event2026-06-30

Filed2026-07-21

CGGO

CAPITAL GROUP GLOBAL GROWTH EQUITY ETF

-1.14%

Shares899.8K

Event2026-06-30

Filed2026-07-21

SLB

SLB LIMITED COM STK

0.41%

Shares815.9K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-2.09%

Shares146.6K

Event2026-06-30

Filed2026-07-21

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

2.12%

Shares630.1K

Event2026-06-30

Filed2026-07-21

CHUBB LIMITED COM

-0.70%

Shares103.1K

Event2026-06-30

Filed2026-07-21

VANGUARD SMALL-CAP ETF

-2.02%

Shares115.4K

Event2026-06-30

Filed2026-07-21

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

0.44%

Shares669.6K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC COM

-0.75%

Shares385.2K

Event2026-06-30

Filed2026-07-21

TIPX

STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF

7.53%

Shares1.7M

Event2026-06-30

Filed2026-07-21

JPUS

JPMORGAN DIVERSIFIED RETURN USE EQUITY

-4.60%

Shares226.9K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-0.54%

Shares81.7K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC COM

-0.41%

Shares83.9K

Event2026-06-30

Filed2026-07-21

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

4.81%

Shares442.4K

Event2026-06-30

Filed2026-07-21

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

1.28%

Shares880.8K

Event2026-06-30

Filed2026-07-21

VANGUARD MID-CAP ETF

293.96%

Shares365.6K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO COM

1.65%

Shares348.2K

Event2026-06-30

Filed2026-07-21

BKNG

BOOKING HOLDINGS INC COM

2416.95%

Shares158.0K

Event2026-06-30

Filed2026-07-21

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares201.1K

Event2026-06-30

Filed2026-07-21

CGBL

CAPITAL GROUP CORE BALANCED ETF

3.64%

Shares721.8K

Event2026-06-30

Filed2026-07-21

BLK

BLACKROCK INC COM

2.93%

Shares28.5K

Event2026-06-30

Filed2026-07-21

NETFLIX INC. COM

2.03%

Shares381.1K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC COM

-6.17%

Shares228.3K

Event2026-06-30

Filed2026-07-21

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

1.59%

Shares532.1K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC CAP STK CL C

-2.29%

Shares74.6K

Event2026-06-30

Filed2026-07-21

CGCP

CAPITAL GROUP CORE PLUS INCOME ETF

1.86%

Shares1.2M

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC COM

-6.28%

Shares34.2K

Event2026-06-30

Filed2026-07-21

FND

FLOOR & DECOR HLDGS INC CL A

7.40%

Shares393.5K

Event2026-06-30

Filed2026-07-21

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

1.86%

Shares494.6K

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL COM

13.00%

Shares121.5K

Event2026-06-30

Filed2026-07-21

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

2.59%

Shares415.6K

Event2026-06-30

Filed2026-07-21

SPTS

STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF

11.01%

Shares714.1K

Event2026-06-30

Filed2026-07-21

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

2.32%

Shares392.8K

Event2026-06-30

Filed2026-07-21

RMD

RESMED INC COM

4.04%

Shares98.9K

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC COM

-22.59%

Shares74.3K

Event2026-06-30

Filed2026-07-21

FAF

FIRST AMERN FINL CORP COM

-0.71%

Shares273.4K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

-5.50%

Shares164.7K

Event2026-06-30

Filed2026-07-21

STATE STREET SPDR S&P 500 ETF

-0.02%

Shares23.9K

Event2026-06-30

Filed2026-07-21

GOVT

ISHARES U.S. TREASURY BOND ETF

-1.59%

Shares759.0K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

-0.05%

Shares68.6K

Event2026-06-30

Filed2026-07-21

SPMB

STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF

2.86%

Shares705.8K

Event2026-06-30

Filed2026-07-21

ZBH

ZIMMER BIOMET HOLDINGS INC COM

3.23%

Shares182.1K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS

-0.68%

Shares359.8K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC COM

-13.40%

Shares80.3K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW COM

-3.50%

Shares96.9K

Event2026-06-30

Filed2026-07-21

SPTB

STATE STREET SPDR PORTFOLIO TREASURY ETF

-2.54%

Shares460.9K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

-0.12%

Shares156.3K

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-3.20%

Shares155.3K

Event2026-06-30

Filed2026-07-21

OLLI

OLLIES BARGAIN OUTLET HLDGS COM

New

Shares166.4K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC SHS

-0.44%

Shares30.0K

Event2026-06-30

Filed2026-07-21

GIS

GENERAL MILLS INC COM

9.87%

Shares358.8K

Event2026-06-30

Filed2026-07-21

CGCV

CAPITAL GROUP CONSERVATIVE EQUITY ETF

-0.66%

Shares377.9K

Event2026-06-30

Filed2026-07-21

SUSB

ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF

3.32%

Shares487.2K

Event2026-06-30

Filed2026-07-21

CGUS

CAPITAL GROUP CORE EQUITY ETF

2.66%

Shares254.3K

Event2026-06-30

Filed2026-07-21

VSGX

VANGUARD ESG INTERNATIONAL STOCK ETF

0.42%

Shares134.4K

Event2026-06-30

Filed2026-07-21

VISA INC COM CL A

-0.46%

Shares31.9K

Event2026-06-30

Filed2026-07-21

CGMS

CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF

-0.07%

Shares368.3K

Event2026-06-30

Filed2026-07-21

BLACKSTONE INC

-1.59%

Shares83.0K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC COM

-20.76%

Shares13.4K

Event2026-06-30

Filed2026-07-21

ESGV

VANGUARD ESG U.S. STOCK ETF

1.20%

Shares72.1K

Event2026-06-30

Filed2026-07-21

NULV

NUVEEN ESG LARGE-CAP VALUE ETF

1.97%

Shares189.7K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO COM

-0.05%

Shares27.8K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC COM

-2.95%

Shares68.3K

Event2026-06-30

Filed2026-07-21

CVIE

CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF

0.22%

Shares106.0K

Event2026-06-30

Filed2026-07-21

DSI

ISHARES MSCI KLD 400 SOCIAL ETF

1.61%

Shares62.5K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC COM

0.63%

Shares8.0K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES NATIONAL MUNI BOND ETF

3.69%

Shares78.7K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-0.11%

Shares101.2K

Event2026-06-30

Filed2026-07-21

XYL

XYLEM INC COM

23959.52%

Shares60.6K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION COM

-0.23%

Shares7.5K

Event2026-06-30

Filed2026-07-21

AOS

SMITH A O CORP COM

30.28%

Shares110.8K

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC SHS

1.38%

Shares81.8K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC COM

-3.05%

Shares17.4K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-2.69%

Shares102.1K

Event2026-06-30

Filed2026-07-21

XYZ

BLOCK INC CL A

-3.11%

Shares76.4K

Event2026-06-30

Filed2026-07-21

CME

CME GROUP INC COM

-1.30%

Shares25.7K

Event2026-06-30

Filed2026-07-21

TROW

PRICE T ROWE GROUP INC COM

0.42%

Shares46.6K

Event2026-06-30

Filed2026-07-21

BMO

BANK MONTREAL MEDIUM COM

-4.38%

Shares29.9K

Event2026-06-30

Filed2026-07-21

CGGR

CAPITAL GROUP GROWTH ETF

2.58%

Shares111.7K

Event2026-06-30

Filed2026-07-21

VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF

0.79%

Shares74.3K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES S&P SMALL-CAP FUND

-4.11%

Shares33.4K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC COM

-2.40%

Shares38.1K

Event2026-06-30

Filed2026-07-21

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

-9.91%

Shares58.7K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD DIVIDEND APPREC INDEX FUND

0.79%

Shares20.5K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC COM

-5.37%

Shares11.6K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD GROWTH INDEX FUND

523.62%

Shares55.4K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

1.73%

Shares10.0K

Event2026-06-30

Filed2026-07-21

VCEB

VANGUARD ESG U.S. CORPORATE BOND ETF

5.90%

Shares73.0K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS COM

-3.69%

Shares15.9K

Event2026-06-30

Filed2026-07-21

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

0.15%

Shares46.6K

Event2026-06-30

Filed2026-07-21

SPTI

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

13.62%

Shares147.0K

Event2026-06-30

Filed2026-07-21

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

52.87%

Shares70.7K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP COM

-2.73%

Shares15.3K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE COM

-3.59%

Shares24.8K

Event2026-06-30

Filed2026-07-21

NVO

NOVO-NORDISK A S ADR

-0.56%

Shares78.3K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE COM NEW

-11.05%

Shares9.4K

Event2026-06-30

Filed2026-07-21

NUSC

NUVEEN ESG SMALL-CAP ETF

2.13%

Shares66.4K

Event2026-06-30

Filed2026-07-21

ISHARES CORE S&P 500 ETF

1.13%

Shares4.5K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION COM

-0.38%

Shares19.8K

Event2026-06-30

Filed2026-07-21

MTB

M & T BK CORP COM

-1.08%

Shares13.7K

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING INC COM

-6.04%

Shares14.2K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD VALUE INDEX FUND

4.02%

Shares13.9K

Event2026-06-30

Filed2026-07-21

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

-2.99%

Shares65.9K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

0.95%

Shares21.1K

Event2026-06-30

Filed2026-07-21

AFL

AFLAC INC COM

-0.08%

Shares24.3K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-3.25%

Shares56.0K

Event2026-06-30

Filed2026-07-21

BDX

BECTON DICKINSON & CO

-3.82%

Shares18.0K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC COM

-11.21%

Shares2.3K

Event2026-06-30

Filed2026-07-21

EVERSOURCE ENERGY COM

15.87%

Shares37.2K

Event2026-06-30

Filed2026-07-21

ORACLE CORP COM

-6.32%

Shares18.0K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP COM

3.47%

Shares8.9K

Event2026-06-30

Filed2026-07-21

COCA COLA CO COM

-0.55%

Shares29.7K

Event2026-06-30

Filed2026-07-21

PSK

SPDR ICE PREFERRED SECURITIES ETF

-2.80%

Shares78.2K

Event2026-06-30

Filed2026-07-21

ADI

ANALOG DEVICES INC COM

-1.90%

Shares6.0K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD REAL ESTATE ETF

2.94%

Shares24.7K

Event2026-06-30

Filed2026-07-21

ALNYLAM PHARMACEUTICALS INC COM

-0.23%

Shares7.8K

Event2026-06-30

Filed2026-07-21

LHX

L3HARRIS TECHNOLOGIES INC COM

1.03%

Shares8.0K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION COM

-3.16%

Shares12.1K

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO COM

-0.99%

Shares15.9K

Event2026-06-30

Filed2026-07-21

CGMU

CAPITAL GROUP MUNICIPAL INCOME ETF

0.00%

Shares81.5K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO COM

0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-21

XLV

HEALTH CARE SELECT SECTOR SPDR FUND

-29.90%

Shares12.8K

Event2026-06-30

Filed2026-07-21

ITW

ILLINOIS TOOL WKS INC COM

-8.18%

Shares7.4K

Event2026-06-30

Filed2026-07-21

SHM

STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF

-2.80%

Shares41.7K

Event2026-06-30

Filed2026-07-21

SERVICENOW INC COM

-19.33%

Shares20.0K

Event2026-06-30

Filed2026-07-21

PFF

ISHARES PREFERRED AND INCOME SECURITIES ETF

-2.53%

Shares64.8K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCIENTIFIC INC COM

-1.96%

Shares3.9K

Event2026-06-30

Filed2026-07-21

SPIP

STATE STREET SPDR PORTFOLIO TIPS ETF

-1.37%

Shares74.7K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES RUSSELL 2000 ETF

4.45%

Shares6.3K

Event2026-06-30

Filed2026-07-21

VANGUARD TOTAL STOCK MARKET ETF

-0.77%

Shares5.1K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC COM

-7.24%

Shares6.2K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP COM

-4.84%

Shares3.6K

Event2026-06-30

Filed2026-07-21

3M CO COM

-0.13%

Shares11.1K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES COM

-5.46%

Shares19.8K

Event2026-06-30

Filed2026-07-21

IYZ

ISHARES U.S. TELECOMMUNICATIONS ETF

-3.66%

Shares42.0K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC COM

6.63%

Shares3.0K

Event2026-06-30

Filed2026-07-21

DEERE & CO COM

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC COM

-2.23%

Shares1.5K

Event2026-06-30

Filed2026-07-21

BND

VANGUARD TOTAL BOND MARKET INDEX FUND

-1.97%

Shares21.1K

Event2026-06-30

Filed2026-07-21

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-11.09%

Shares15.3K

Event2026-06-30

Filed2026-07-21

TRANE TECHNOLOGIES PLC SHS

-4.54%

Shares3.0K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

-5.81%

Shares15.4K

Event2026-06-30

Filed2026-07-21

COLGATE PALMOLIVE CO COM

-4.67%

Shares15.8K

Event2026-06-30

Filed2026-07-21

CGHM

CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF

0.00%

Shares55.8K

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC COM

-0.80%

Shares6.5K

Event2026-06-30

Filed2026-07-21

NWBI

NORTHWEST BANCSHARES INC COM

-2.82%

Shares90.4K

Event2026-06-30

Filed2026-07-21

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

-61.16%

Shares1.4K

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES INC CL C

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

NSC

NORFOLK SOUTHN CORP COM

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-21

MAR

MARRIOTT INTL INC NEW CL A

0.06%

Shares3.6K

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH CORP

-1.16%

Shares11.5K

Event2026-06-30

Filed2026-07-21

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

10.53%

Shares11.0K

Event2026-06-30

Filed2026-07-21

APD

AIR PRODUCTS AND CHEMICALS INC COM

-0.86%

Shares3.9K

Event2026-06-30

Filed2026-07-21

THE CIGNA GROUP COM

-0.74%

Shares4.2K

Event2026-06-30

Filed2026-07-21

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.00%

Shares25.7K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TRUST SERIES I

18.42%

Shares1.5K

Event2026-06-30

Filed2026-07-21

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.88%

Shares5.8K

Event2026-06-30

Filed2026-07-21

ACWI

ISHARES MSCI ACWI ETF

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED CL A

1.97%

Shares2.0K

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL-MYERS SQUIBB CO COM

-12.06%

Shares17.5K

Event2026-06-30

Filed2026-07-21

KMB

KIMBERLY-CLARK CORP COM

-22.56%

Shares9.0K

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC COM

New

Shares4.4K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC COM

New

Shares4.4K

Event2026-06-30

Filed2026-07-21

NVS

NOVARTIS AG SPONSORED ADR

-3.36%

Shares6.2K

Event2026-06-30

Filed2026-07-21

AJG

GALLAGHER ARTHUR J & CO COM

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC SHS

-11.36%

Shares1.8K

Event2026-06-30

Filed2026-07-21

WELL

WELLTOWER INC COM

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES RUSSELL 1000 GROWTH ETF

291.34%

Shares7.1K

Event2026-06-30

Filed2026-07-21

BROADCOM INC COM

-0.26%

Shares2.3K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

754.71%

Shares7.3K

Event2026-06-30

Filed2026-07-21

ROST

ROSS STORES INC COM

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

5.81%

Shares4.0K

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP COM

0.86%

Shares17.5K

Event2026-06-30

Filed2026-07-21

CMCSA

COMCAST CORP NEW CL A

1.17%

Shares33.7K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD S&P 500 ETF

-13.08%

Shares1.2K

Event2026-06-30

Filed2026-07-21

FICO

FAIR ISAAC CORP COM

-0.15%

Shares665

Event2026-06-30

Filed2026-07-21

TFI

STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF

-6.17%

Shares17.3K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO COM

-1.80%

Shares8.2K

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP COM

0.77%

Shares8.3K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES MSCI EAFE ETF

-13.99%

Shares7.3K

Event2026-06-30

Filed2026-07-21

IUSV

ISHARES CORE S&P US VALUE ETF

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-21

LULU

LULULEMON ATHLETICA INC COM

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-21

AMERIPRISE FINL INC COM

2.39%

Shares1.6K

Event2026-06-30

Filed2026-07-21

TGT

TARGET CORP COM

7.62%

Shares5.7K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC COM

-0.17%

Shares10.2K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC COM

4.88%

Shares30.3K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES RUSSELL 1000 VALUE ETF

7.65%

Shares3.0K

Event2026-06-30

Filed2026-07-21

SNOWFLAKE INC COM SHS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

0.07%

Shares14.2K

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP COM

-18.13%

Shares3.4K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION COM

-0.92%

Shares2.1K

Event2026-06-30

Filed2026-07-21

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP COM

-0.29%

Shares6.5K

Event2026-06-30

Filed2026-07-21

EPD

ENTERPRISE PRODS PARTNERS L P COM

-1.49%

Shares17.9K

Event2026-06-30

Filed2026-07-21

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

OIH

VANECK OIL SERVICES ETF

-3.14%

Shares1.8K

Event2026-06-30

Filed2026-07-21

PNC

PNC FINL SVCS GROUP INC COM

-0.27%

Shares2.6K

Event2026-06-30

Filed2026-07-21

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

6.55%

Shares1.2K

Event2026-06-30

Filed2026-07-21

AT&T INC COM

-0.80%

Shares28.8K

Event2026-06-30

Filed2026-07-21

ARES CAPITAL CORP COM

-27.18%

Shares32.1K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-3.87%

Shares3.8K

Event2026-06-30

Filed2026-07-21

VGSH

VANGUARD SHORT-TERM TREASURY ETF

-45.44%

Shares10.1K

Event2026-06-30

Filed2026-07-21

CORTEVA INC COM

-8.06%

Shares6.9K

Event2026-06-30

Filed2026-07-21

NKE

NIKE INC CL B

-9.39%

Shares14.2K

Event2026-06-30

Filed2026-07-21

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

EFIV

STATE STREET SPDR S&P 500 ESG ETF

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-21

AEP

AMERICAN ELEC PWR CO INC COM

-0.89%

Shares4.0K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES CORE S&P MID-CAP ETF

9.50%

Shares6.7K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES S&P 500 GROWTH ETF

27.47%

Shares3.8K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC COM

-14.89%

Shares1.2K

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW COM NEW

-4.11%

Shares3.9K

Event2026-06-30

Filed2026-07-21

STT

STATE STR CORP COM

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

CARR

CARRIER GLOBAL CORPORATION COM

-0.49%

Shares6.5K

Event2026-06-30

Filed2026-07-21

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

5.03%

Shares13.7K

Event2026-06-30

Filed2026-07-21

ELV

ELEVANCE HEALTH INC FORMERLY A COM

-8.82%

Shares1.2K

Event2026-06-30

Filed2026-07-21

YUM

YUM BRANDS INC COM

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY INC COM

-3.14%

Shares1.5K

Event2026-06-30

Filed2026-07-21

DRI

DARDEN RESTAURANTS INC COM

3.88%

Shares2.2K

Event2026-06-30

Filed2026-07-21

BANK OF NY MELLON CORP COM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

XVV

ISHARES ESG SELECT SCREENED S&P 500 ETF

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC COM

-0.67%

Shares2.4K

Event2026-06-30

Filed2026-07-21

PEG

PUBLIC SVC ENTERPRISE GROUP COM

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-21

ETR

ENTERGY CORP NEW COM

-19.66%

Shares3.7K

Event2026-06-30

Filed2026-07-21

COP

CONOCOPHILLIPS COM

1.53%

Shares4.0K

Event2026-06-30

Filed2026-07-21

TRAVELERS COMPANIES INC COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

2.02%

Shares4.9K

Event2026-06-30

Filed2026-07-21

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

0.01%

Shares7.7K

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD MEGA CAP GROWTH ETF

400.00%

Shares4.6K

Event2026-06-30

Filed2026-07-21

WASTE MGMT INC DEL COM

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC COM

9.01%

Shares5.6K

Event2026-06-30

Filed2026-07-21

SLF

SUN LIFE FINANCIAL INC. COM

-11.31%

Shares5.1K

Event2026-06-30

Filed2026-07-21

SPXC

SPX TECHNOLOGIES INC COM

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

VHT

VANGUARD HEALTH CARE ETF

-7.95%

Shares1.3K

Event2026-06-30

Filed2026-07-21

DOMINION ENERGY INC COM

-0.34%

Shares5.8K

Event2026-06-30

Filed2026-07-21

HIG

HARTFORD INSURANCE GROUP INC COM

-3.61%

Shares2.9K

Event2026-06-30

Filed2026-07-21

MKC

MCCORMICK & CO INC COM NON VTG

-0.29%

Shares7.7K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP CL A

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

ESML

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

-1.48%

Shares6.7K

Event2026-06-30

Filed2026-07-21

CLX

CLOROX CO DEL COM

-0.64%

Shares3.9K

Event2026-06-30

Filed2026-07-21

BOEING CO COM

10.46%

Shares1.7K

Event2026-06-30

Filed2026-07-21

MET

METLIFE INC COM

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-0.02%

Shares4.0K

Event2026-06-30

Filed2026-07-21

NYF

ISHARES NEW YORK MUNI BOND ETF

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP COM

-3.87%

Shares6.4K

Event2026-06-30

Filed2026-07-21

WNEB

WESTERN NEW ENG BANCORP INC COM

0.19%

Shares25.4K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC CL A

5.05%

Shares3.0K

Event2026-06-30

Filed2026-07-21

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

0.02%

Shares4.8K

Event2026-06-30

Filed2026-07-21

ACCENTURE PLC IRELAND SHS CLASS A

-7.68%

Shares2.7K

Event2026-06-30

Filed2026-07-21

URI

UNITED RENTALS INC COM

0.00%

Shares291

Event2026-06-30

Filed2026-07-21

ISHARES CORE U.S. AGGREGATE BOND ETF

102.93%

Shares3.3K

Event2026-06-30

Filed2026-07-21

BP PLC SPONSORED ADR

6.07%

Shares8.9K

Event2026-06-30

Filed2026-07-21

MOELIS & CO CL A

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

SHEL

SHELL PLC SPON ADS

10.21%

Shares4.2K

Event2026-06-30

Filed2026-07-21

RPM

RPM INTL INC COM

-0.37%

Shares2.9K

Event2026-06-30

Filed2026-07-21

DVY

ISHARES SELECT DIVIDEND ETF

16.25%

Shares2.1K

Event2026-06-30

Filed2026-07-21

ISHARES CORE MSCI EAFE ETF

-15.02%

Shares3.4K

Event2026-06-30

Filed2026-07-21

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-21

ALL

ALLSTATE CORP COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

MCI

BARINGS CORPORATE INVS COM

0.03%

Shares18.1K

Event2026-06-30

Filed2026-07-21

JANW

ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-21

NISOURCE INC COM

0.02%

Shares6.6K

Event2026-06-30

Filed2026-07-21

USB

US BANCORP COM NEW

-1.04%

Shares4.9K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-0.49%

Shares9.1K

Event2026-06-30

Filed2026-07-21

FLRN

STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF

-9.14%

Shares9.2K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares687

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD SHARES

41.25%

Shares743

Event2026-06-30

Filed2026-07-21

SNY

SANOFI SA SPONSORED ADR

-8.85%

Shares6.4K

Event2026-06-30

Filed2026-07-21

OKE

ONEOK INC NEW COM

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

GILD

GILEAD SCIENCES INC COM

-22.32%

Shares2.1K

Event2026-06-30

Filed2026-07-21

VANECK GOLD MINERS ETF

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

CRDO

CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES

0.00%

Shares969

Event2026-06-30

Filed2026-07-21

EOS

EATON VANCE ENHANCED EQUITY IN COM

New

Shares11.9K

Event2026-06-30

Filed2026-07-21

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES S&P 500 VALUE ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

QNITY ELECTRONICS INC COMMON STOCK

-21.61%

Shares1.6K

Event2026-06-30

Filed2026-07-21

MMC

MARSH & MCLENNAN COS INC COM

-3.53%

Shares1.5K

Event2026-06-30

Filed2026-07-21

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

1.06%

Shares3.2K

Event2026-06-30

Filed2026-07-21

NUE

NUCOR CORP COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

FDRR

FIDELITY DIVIDEND ETF FOR RISING RATES

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-21

ECL

ECOLAB INC COM

-21.40%

Shares852

Event2026-06-30

Filed2026-07-21

IBB

ISHARES BIOTECHNOLOGY ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

CMF

ISHARES CALIFORNIA MUNI BOND ETF

-8.67%

Shares3.7K

Event2026-06-30

Filed2026-07-21

CONSOLIDATED EDISON INC COM

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

MFC

MANULIFE FINL CORP COM

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-21

SENSATA TECHNOLOGIES HLDG PLC SHS

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-21

ACUITY INC COM

0.00%

Shares525

Event2026-06-30

Filed2026-07-21

BALL

BALL CORP COM

-12.77%

Shares3.1K

Event2026-06-30

Filed2026-07-21

XBI

STATE STREET SPDR S&P BIOTECH ETF

3.25%

Shares1.2K

Event2026-06-30

Filed2026-07-21

OTIS

OTIS WORLDWIDE CORP COM

-7.26%

Shares2.7K

Event2026-06-30

Filed2026-07-21

VOE

VANGUARD MID-CAP VALUE ETF

0.00%

Shares979

Event2026-06-30

Filed2026-07-21

TEL

TE CONNECTIVITY PLC ORD SHS

-4.23%

Shares952

Event2026-06-30

Filed2026-07-21

PRU

PRUDENTIAL FINL INC COM

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

PRF

INVESCO RAFI US 1000 ETF

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

INDB

INDEPENDENT BK CORP MASS COM

0.18%

Shares2.2K

Event2026-06-30

Filed2026-07-21

DUPONT DE NEMOURS INC COMMON STOCK

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

PSX

PHILLIPS 66 COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTL INC CL A

0.22%

Shares3.2K

Event2026-06-30

Filed2026-07-21

KKR

KKR & CO INC COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

ATMU

ATMUS FILTRATION TECHNOLOGIES COM

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

EME

EMCOR GROUP INC COM

0.00%

Shares217

Event2026-06-30

Filed2026-07-21

GEHC

GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK

-13.20%

Shares2.8K

Event2026-06-30

Filed2026-07-21

GARTNER INC COM

-0.87%

Shares1.4K

Event2026-06-30

Filed2026-07-21

SWK

STANLEY BLACK & DECKER INC COM

282.04%

Shares1.9K

Event2026-06-30

Filed2026-07-21

PGR

PROGRESSIVE CORP COM

0.00%

Shares805

Event2026-06-30

Filed2026-07-21

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP COM

-3.86%

Shares473

Event2026-06-30

Filed2026-07-21

ROK

ROCKWELL AUTOMATION INC COM

-1.76%

Shares335

Event2026-06-30

Filed2026-07-21

XEL

XCEL ENERGY INC COM

-0.92%

Shares2.0K

Event2026-06-30

Filed2026-07-21

BBT

BEACON FINANCIAL CORP. COM

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP COM

0.00%

Shares653

Event2026-06-30

Filed2026-07-21

S&P GLOBAL INC COM

-1.99%

Shares395

Event2026-06-30

Filed2026-07-21

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

28.43%

Shares1.7K

Event2026-06-30

Filed2026-07-21

ALLEGION PLC ORD SHS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SYY

SYSCO CORP COM

-3.55%

Shares1.9K

Event2026-06-30

Filed2026-07-21

PHO

INVESCO WATER RESOURCES ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

HAS

HASBRO INC COM

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

WPC

WP CAREY INC COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

LOEWS CORP COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

MOG.B

MOOG INC CL B

0.00%

Shares337

Event2026-06-30

Filed2026-07-21

RPG

INVESCO S&P 500 PURE GROWTH ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-21

VCR

VANGUARD CONSUMER DISCRETIONARY ETF

34.34%

Shares356

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

0.00%

Shares858

Event2026-06-30

Filed2026-07-21

INGERSOLL RAND INC COM

8.25%

Shares1.7K

Event2026-06-30

Filed2026-07-21

BILS

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

5.76%

Shares1.4K

Event2026-06-30

Filed2026-07-21

DOLLAR GEN CORP COM

-3.20%

Shares1.2K

Event2026-06-30

Filed2026-07-21

AGCO

AGCO CORP COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP COM

0.00%

Shares525

Event2026-06-30

Filed2026-07-21

FISERV INC COM

-33.90%

Shares2.7K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP COM NEW

0.00%

Shares302

Event2026-06-30

Filed2026-07-21

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

115.18%

Shares2.7K

Event2026-06-30

Filed2026-07-21

JOHNSON CTLS INTL PLC SHS

-7.60%

Shares875

Event2026-06-30

Filed2026-07-21

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

0.00%

Shares593

Event2026-06-30

Filed2026-07-21

QQQM

INVESCO NASDAQ 100 ETF

73.53%

Shares413

Event2026-06-30

Filed2026-07-21

UGI

UGI CORP NEW COM

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

WEC

WEC ENERGY GROUP INC COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

DOV

DOVER CORP COM

0.00%

Shares537

Event2026-06-30

Filed2026-07-21

BEAM

BEAM THERAPEUTICS INC COM

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

EBAY

EBAY INC. COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

50.48%

Shares1.4K

Event2026-06-30

Filed2026-07-21

UNM

UNUM GROUP COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

UNILEVER PLC SPON ADR NEW

-2.67%

Shares1.9K

Event2026-06-30

Filed2026-07-21

DNP

DNP SELECT INCOME FD INC COM

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-21

SXT

SENSIENT TECHNOLOGIES CORP COM

0.00%

Shares900

Event2026-06-30

Filed2026-07-21

FDX

FEDEX CORP COM

0.00%

Shares348

Event2026-06-30

Filed2026-07-21

UPS

UNITED PARCEL SVCS INC CL B

-29.35%

Shares1.0K

Event2026-06-30

Filed2026-07-21

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

18340.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

AMT

AMERICAN TOWER CORP COM

0.00%

Shares656

Event2026-06-30

Filed2026-07-21

SNPS

SYNOPSYS INC COM

-1.24%

Shares239

Event2026-06-30

Filed2026-07-21

CIEN

CIENA CORP COM NEW

0.00%

Shares213

Event2026-06-30

Filed2026-07-21

JBL

JABIL INC COM

0.00%

Shares270

Event2026-06-30

Filed2026-07-21

YUMC

YUM CHINA HLDGS INC COM

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

REET

ISHARES GLOBAL REIT ETF

-11.29%

Shares3.7K

Event2026-06-30

Filed2026-07-21

WBD

WARNER BROS DISCOVERY INC COM SER A

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-21

HPE

HEWLETT PACKARD ENTERPRISE CO COM

79.05%

Shares2.3K

Event2026-06-30

Filed2026-07-21

CITIGROUP INC COM NEW

0.00%

Shares729

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

0.03%

Shares3.0K

Event2026-06-30

Filed2026-07-21

ALB

ALBEMARLE CORP COM

0.00%

Shares753

Event2026-06-30

Filed2026-07-21

CNI

CANADIAN NATL RY CO COM

0.00%

Shares850

Event2026-06-30

Filed2026-07-21

PNW

PINNACLE WEST CAP CORP COM

0.00%

Shares932

Event2026-06-30

Filed2026-07-21

AWK

AMERICAN WTR WKS CO INC NEW COM

-2.98%

Shares750

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO COM

-12.84%

Shares285

Event2026-06-30

Filed2026-07-21

CWB

STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

-3.61%

Shares909

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC CL A

-3.03%

Shares128

Event2026-06-30

Filed2026-07-21

CANADIAN PACIFIC KANSAS CITY COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

OGE

OGE ENERGY CORP COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

PAYX

PAYCHEX INC COM

-23.31%

Shares987

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP COM NEW

900.00%

Shares320

Event2026-06-30

Filed2026-07-21

TSHA

TAYSHA GENE THERAPIES INC COM SHS

46.71%

Shares14.1K

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC COM NEW

39.88%

Shares242

Event2026-06-30

Filed2026-07-21

NEU

NEWMARKET CORP COM

0.00%

Shares120

Event2026-06-30

Filed2026-07-21

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

-41.19%

Shares808

Event2026-06-30

Filed2026-07-21

ALAB

ASTERA LABS INC COM

0.00%

Shares195

Event2026-06-30

Filed2026-07-21

MCO

MOODYS CORP COM

-38.58%

Shares207

Event2026-06-30

Filed2026-07-21

VIS

VANGUARD INDUSTRIALS ETF

-13.33%

Shares260

Event2026-06-30

Filed2026-07-21

IDEXX LABS INC COM

0.00%

Shares177

Event2026-06-30

Filed2026-07-21

TTM TECHNOLOGIES INC COM

0.00%

Shares497

Event2026-06-30

Filed2026-07-21

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares539

Event2026-06-30

Filed2026-07-21

PROSHARES SHORT S&P500

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-21

VPU

VANGUARD UTILITIES ETF

0.00%

Shares460

Event2026-06-30

Filed2026-07-21

GENERAL MTRS CO COM

310.28%

Shares1.2K

Event2026-06-30

Filed2026-07-21

WAT

WATERS CORP COM

0.00%

Shares236

Event2026-06-30

Filed2026-07-21

MCK

MCKESSON CORP COM

0.00%

Shares117

Event2026-06-30

Filed2026-07-21

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares205

Event2026-06-30

Filed2026-07-21

IQV

IQVIA HLDGS INC COM

0.00%

Shares451

Event2026-06-30

Filed2026-07-21

VOT

VANGUARD MID-CAP GROWTH ETF

0.00%

Shares284

Event2026-06-30

Filed2026-07-21

CORT

CORCEPT THERAPEUTICS INC COM

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

RSG

REPUBLIC SVCS INC COM

0.00%

Shares408

Event2026-06-30

Filed2026-07-21

BMOP

BNY MELLON MUNICIPAL OPPORTUNITIES ETF

New

Shares3.4K

Event2026-06-30

Filed2026-07-21

UDR

UDR INC COM

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

CLS

CELESTICA INC COM

0.00%

Shares236

Event2026-06-30

Filed2026-07-21

COHR

COHERENT CORP COM

0.00%

Shares218

Event2026-06-30

Filed2026-07-21

TOST

TOAST INC CL A

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

ICE

INTERCONTINENTAL EXCHANGE INC COM

-3.31%

Shares643

Event2026-06-30

Filed2026-07-21

CMBS

ISHARES CMBS ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

JAZZ PHARMACEUTICALS PLC SHS USD

0.00%

Shares324

Event2026-06-30

Filed2026-07-21

NTR

NUTRIEN LTD COM

-19.74%

Shares1.2K

Event2026-06-30

Filed2026-07-21

TXT

TEXTRON INC COM

0.00%

Shares850

Event2026-06-30

Filed2026-07-21

ENB

ENBRIDGE INC COM

-14.94%

Shares1.4K

Event2026-06-30

Filed2026-07-21

HOOD

ROBINHOOD MKTS INC COM CL A

0.00%

Shares767

Event2026-06-30

Filed2026-07-21

EXC

EXELON CORP COM

1.23%

Shares1.6K

Event2026-06-30

Filed2026-07-21

VDC

VANGUARD CONSUMER STAPLES ETF

-9.41%

Shares337

Event2026-06-30

Filed2026-07-21

SOLS

SOLSTICE ADVANCED MATLS INC COM SHS

-2.84%

Shares854

Event2026-06-30

Filed2026-07-21

BUD

ANHEUSER BUSCH INBEV SA NV SPONSORED ADR

-26.33%

Shares912

Event2026-06-30

Filed2026-07-21

CDNS

CADENCE DESIGN SYSTEM INC COM

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

MSEX

MIDDLESEX WTR CO COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

VRTX

VERTEX PHARMACEUTICALS INC COM

0.00%

Shares148

Event2026-06-30

Filed2026-07-21

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

0.00%

Shares678

Event2026-06-30

Filed2026-07-21

NXP SEMICONDUCTORS N V COM

0.00%

Shares257

Event2026-06-30

Filed2026-07-21

ARCHER AVIATION INC COM CL A

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-21

GSK PLC SPONSORED ADR

24.91%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ADTN

ADTRAN HOLDINGS INC COM

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

CTAS

CINTAS CORP COM

-5.56%

Shares408

Event2026-06-30

Filed2026-07-21

ENERGY TRANSFER L P COM UT LTD PTN

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

OXY

OCCIDENTAL PETE CORP COM

-10.97%

Shares1.4K

Event2026-06-30

Filed2026-07-21

FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF

0.00%

Shares907

Event2026-06-30

Filed2026-07-21

GOVI

INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF

-34.89%

Shares2.5K

Event2026-06-30

Filed2026-07-21

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

35050.00%

Shares703

Event2026-06-30

Filed2026-07-21

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

SUSA

ISHARES ESG OPTIMIZED MSCI USA ETF

0.00%

Shares431

Event2026-06-30

Filed2026-07-21

IYY

ISHARES DOW JONES U.S. ETF

0.00%

Shares364

Event2026-06-30

Filed2026-07-21

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

126.40%

Shares806

Event2026-06-30

Filed2026-07-21

WMB

WILLIAMS COS INC COM

-5.32%

Shares889

Event2026-06-30

Filed2026-07-21

FIX

COMFORT SYS USA INC COM

0.00%

Shares33

Event2026-06-30

Filed2026-07-21

IHI

ISHARES U.S. MEDICAL DEVICES ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

TRGP

TARGA RES CORP COM

0.00%

Shares237

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC COM

83.33%

Shares55

Event2026-06-30

Filed2026-07-21

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

-31.93%

Shares339

Event2026-06-30

Filed2026-07-21

XHB

STATE STREET SPDR S&P HOMEBUILDERS ETF

-27.90%

Shares540

Event2026-06-30

Filed2026-07-21

ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF

New

Shares753

Event2026-06-30

Filed2026-07-21

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

291.67%

Shares423

Event2026-06-30

Filed2026-07-21

INTU

INTUIT COM

-2.47%

Shares237

Event2026-06-30

Filed2026-07-21

PDI

PIMCO DYNAMIC INCOME FD SHS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

MOO

VANECK AGRIBUSINESS ETF

0.00%

Shares750

Event2026-06-30

Filed2026-07-21

PYPL

PAYPAL HLDGS INC COM

51.38%

Shares1.4K

Event2026-06-30

Filed2026-07-21

TORONTO DOMINION BK ONT COM NEW

0.00%

Shares486

Event2026-06-30

Filed2026-07-21

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

-56.86%

Shares623

Event2026-06-30

Filed2026-07-21

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

0.00%

Shares725

Event2026-06-30

Filed2026-07-21

NVBW

ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

EUFN

ISHARES MSCI EUROPE FINANCIALS ETF

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

SOLV

SOLVENTUM CORP COM SHS

0.00%

Shares729

Event2026-06-30

Filed2026-07-21

MP MATERIALS CORP COM CL A

-21.94%

Shares1.0K

Event2026-06-30

Filed2026-07-21

AON

AON PLC SHS CL A

0.00%

Shares167

Event2026-06-30

Filed2026-07-21

EUAD

SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

GUNR

FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND

-9.72%

Shares1.1K

Event2026-06-30

Filed2026-07-21

PSI

INVESCO SEMICONDUCTORS ETF

0.00%

Shares288

Event2026-06-30

Filed2026-07-21

AOCT

INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO OCTOBER 2026

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

KMX

CARMAX INC COM

-23.44%

Shares1.0K

Event2026-06-30

Filed2026-07-21

BSX

BOSTON SCIENTIFIC CORP COM

-15.02%

Shares1.3K

Event2026-06-30

Filed2026-07-21

CGSD

CAPITAL GROUP SHORT DURATION INCOME

-29.38%

Shares2.0K

Event2026-06-30

Filed2026-07-21

VFH

VANGUARD FINANCIALS ETF

-15.96%

Shares395

Event2026-06-30

Filed2026-07-21

AGZ

ISHARES AGENCY BOND ETF

0.00%

Shares475

Event2026-06-30

Filed2026-07-21

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-25.21%

Shares964

Event2026-06-30

Filed2026-07-21

NMT

NUVEEN MASS QUALITY MUN INC COM

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-21

CINF

CINCINNATI FINL CORP COM

0.00%

Shares277

Event2026-06-30

Filed2026-07-21

BROADRIDGE FINL SOLUTIONS INC COM

-7.20%

Shares374

Event2026-06-30

Filed2026-07-21

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

-1.82%

Shares2.0K

Event2026-06-30

Filed2026-07-21

SJM

SMUCKER J M CO COM NEW

0.00%

Shares447

Event2026-06-30

Filed2026-07-21

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.00%

Shares732

Event2026-06-30

Filed2026-07-21

HPQ

HP INC COM

79.05%

Shares2.3K

Event2026-06-30

Filed2026-07-21

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

0.00%

Shares70

Event2026-06-30

Filed2026-07-21

HTD

HANCOCK JOHN TAX-ADVANTAGED DI COM

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

ILCV

ISHARES MORNINGSTAR VALUE ETF

0.00%

Shares478

Event2026-06-30

Filed2026-07-21

TPR

TAPESTRY INC COM

0.00%

Shares329

Event2026-06-30

Filed2026-07-21

ASTRAZENECA PLC ORD

47.90%

Shares247

Event2026-06-30

Filed2026-07-21

PBA

PEMBINA PIPELINE CORP COM

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

0.00%

Shares490

Event2026-06-30

Filed2026-07-21

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

0.00%

Shares455

Event2026-06-30

Filed2026-07-21

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

New

Shares250

Event2026-06-30

Filed2026-07-21

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

-47.54%

Shares876

Event2026-06-30

Filed2026-07-21

DSL

DOUBLELINE INCOME SOLUTIONS FD COM

368.71%

Shares4.0K

Event2026-06-30

Filed2026-07-21

FAST

FASTENAL CO COM

-44.15%

Shares916

Event2026-06-30

Filed2026-07-21

CZNC

CITIZENS & NORTHN CORP COM

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

TSN

TYSON FOODS INC CL A

0.00%

Shares739

Event2026-06-30

Filed2026-07-21

FGDL

FRANKLIN RESPONSIBLY SOURCED GOLD ETF

0.00%

Shares792

Event2026-06-30

Filed2026-07-21

ETHA

ISHARES ETHEREUM TRUST ETF

-0.54%

Shares3.5K

Event2026-06-30

Filed2026-07-21

AGILENT TECHNOLOGIES INC COM

0.00%

Shares311

Event2026-06-30

Filed2026-07-21

KEYS

KEYSIGHT TECHNOLOGIES INC COM

0.00%

Shares118

Event2026-06-30

Filed2026-07-21

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

0.00%

Shares265

Event2026-06-30

Filed2026-07-21

ADM

ARCHER DANIELS MIDLAND CO COM

0.00%

Shares534

Event2026-06-30

Filed2026-07-21

XHLF

BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF

18.10%

Shares809

Event2026-06-30

Filed2026-07-21

COKE

COCA COLA CONS INC COM

0.00%

Shares210

Event2026-06-30

Filed2026-07-21

MKL

MARKEL GROUP INC COM

0.00%

Shares20

Event2026-06-30

Filed2026-07-21

AMCOR PLC COM NEW

0.00%

Shares900

Event2026-06-30

Filed2026-07-21

SPUU

DIREXION DAILY S&P 500 BULL 2X ETF

0.00%

Shares180

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available