Sponsored

The Analysis of Stablepoint Partners, LLC's Holdings & P&L

Currently, Stablepoint Partners, LLC holds 260 types of securities in its portfolio with a total value $722.7M. In the most recent quarter, they have increased their positions in VO (+27.2K shares, valued at $2.2M), VUG (+15.8K shares, valued at $1.4M), INTC (+4.2K shares, valued at $586.9K); decreased their positions in GOOGL (-1.3K shares, valued at $454.2K), SLV (-7.9K shares, valued at $422.6K), FTSM (-5.9K shares, valued at $354.9K); initiated new positions in INTC (+4.2K shares, valued at $586.9K), DASH (+1.5K shares, valued at $276.6K), GLW (+1.1K shares, valued at $270.0K).

1M P&L

+8.1M+1.42%

3M P&L

+20.4M+3.65%

HY P&L

+16.2M+2.87%

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/A157.4M

26.4%

2Drug Manufacturers - General42.5M

7.1%

3Semiconductors32.2M

5.4%

Top Industries by Stock Count

1N/A70 stocks

31.3%

2Drug Manufacturers - General9 stocks

4.0%

3Oil & Gas Midstream8 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC72.7K shares-0.88%2026-06-302026-07-09

BROADCOM INC BROADCOM INC35.1K shares-0.96%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO39.2K shares0.06%2026-06-302026-07-09

FTSM FIRST TR EXCHANGE-TRADED FD213.6K shares-2.71%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC130.4K shares-0.14%2026-06-302026-07-09

AMGN AMGEN INC31.1K shares0.57%2026-06-302026-07-09

SRLN SSGA ACTIVE ETF TR269.9K shares1.15%2026-06-302026-07-09

PFF ISHARES TR346.8K shares2.06%2026-06-302026-07-09

Sponsored

AMZN AMAZON COM INC43.4K shares-0.17%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC84.7K shares-0.23%2026-06-302026-07-09

KO COCA COLA CO121.8K shares0.27%2026-06-302026-07-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL10.1K shares-1.61%2026-06-302026-07-09

TIP ISHARES TR88.5K shares0.31%2026-06-302026-07-09

GOOGL ALPHABET INC25.7K shares-4.72%2026-06-302026-07-09

CVS CVS HEALTH CORP88.4K shares0.22%2026-06-302026-07-09

IAU ISHARES GOLD TR120.0K shares1.89%2026-06-302026-07-09

Sponsored

ULST SSGA ACTIVE ETF TR220.8K shares2.37%2026-06-302026-07-09

VWOB VANGUARD WHITEHALL FDS132.1K shares3.82%2026-06-302026-07-09

TOTL SSGA ACTIVE ETF TR219.8K shares3.86%2026-06-302026-07-09

MRK MERCK & CO INC67.2K shares0.81%2026-06-302026-07-09

MSFT MICROSOFT CORP22.9K shares-0.57%2026-06-302026-07-09

PSX PHILLIPS 6648.7K shares0.10%2026-06-302026-07-09

QCOM QUALCOMM INC42.7K shares0.45%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON29.9K shares0.65%2026-06-302026-07-09

Sponsored

CVX CHEVRON CORPORATION45.0K shares0.81%2026-06-302026-07-09

TD TORONTO DOMINION BK ONT61.4K shares0.04%2026-06-302026-07-09

PG PROCTER & GAMBLE CO49.7K shares0.12%2026-06-302026-07-09

WMT WALMART INC64.0K shares0.83%2026-06-302026-07-09

BSJT INVESCO EXCH TRD SLF IDX FD340.7K shares6.75%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP14.0K shares1.12%2026-06-302026-07-09

WBS WEBSTER FINL CORP93.2K shares-0.18%2026-06-302026-07-09

KMI KINDER MORGAN INC DEL215.6K shares0.20%2026-06-302026-07-09

Sponsored

COF CAPITAL ONE FINL CORP33.5K shares1.38%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC155.8K shares1.07%2026-06-302026-07-09

PEP PEPSICO INC48.5K shares0.50%2026-06-302026-07-09

DOMINION ENERGY INC DOMINION ENERGY INC95.7K shares1.26%2026-06-302026-07-09

FE FIRSTENERGY CORP135.5K shares1.40%2026-06-302026-07-09

EIX EDISON INTL83.9K shares0.12%2026-06-302026-07-09

MCD MCDONALDS CORP23.0K shares1.72%2026-06-302026-07-09

FITB FIFTH THIRD BANCORP108.9K shares0.50%2026-06-302026-07-09

Sponsored

MU MICRON TECHNOLOGY INC5.2K shares-2.06%2026-06-302026-07-09

UL UNILEVER PLC98.0K shares0.74%2026-06-302026-07-09

MEDTRONIC PLC MEDTRONIC PLC74.2K shares1.44%2026-06-302026-07-09

T AT&T INC280.1K shares1.04%2026-06-302026-07-09

GSK PLC GSK PLC109.7K shares0.79%2026-06-302026-07-09

MET METLIFE INC67.9K shares0.66%2026-06-302026-07-09

DUK DUKE ENERGY CORP NEW45.1K shares0.72%2026-06-302026-07-09

NVDA NVIDIA CORPORATION28.5K shares-1.64%2026-06-302026-07-09

Sponsored

KTB KONTOOR BRANDS INC67.9K shares0.51%2026-06-302026-07-09

CCI CROWN CASTLE INC72.2K shares1.14%2026-06-302026-07-09

ABBVIE INC ABBVIE INC21.7K shares-0.99%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC9.6K shares-0.24%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC9.2K shares-2.54%2026-06-302026-07-09

IEF ISHARES TR54.9K shares5.74%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS21.3K shares6.75%2026-06-302026-07-09

KMB KIMBERLY-CLARK CORP45.4K shares1.52%2026-06-302026-07-09

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC10.3K shares0.06%2026-06-302026-07-09

PFE PFIZER INC201.0K shares1.41%2026-06-302026-07-09

PSA PUBLIC STORAGE14.7K shares1.08%2026-06-302026-07-09

UPS UNITED PARCEL SVCS INC41.7K shares1.83%2026-06-302026-07-09

FV FIRST TR EXCHANGE TRADED FD58.9K shares4.76%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC6.0K shares-1.79%2026-06-302026-07-09

FVD FIRST TR EXCHANGE-TRADED FD87.3K shares-0.74%2026-06-302026-07-09

TJX TJX COS INC NEW26.0K shares-0.62%2026-06-302026-07-09

Sponsored

LLY ELI LILLY & CO3.2K shares-1.61%2026-06-302026-07-09

BX BLACKSTONE INC32.0K shares1.08%2026-06-302026-07-09

QQQ INVESCO QQQ TR5.1K shares3.38%2026-06-302026-07-09

DE DEERE & CO5.8K shares1.29%2026-06-302026-07-09

TMUS T-MOBILE US INC21.9K shares-2.00%2026-06-302026-07-09

GOOG ALPHABET INC10.3K shares-3.24%2026-06-302026-07-09

SPSM SPDR SERIES TRUST61.2K shares6.83%2026-06-302026-07-09

SBUX STARBUCKS CORP33.3K shares1.67%2026-06-302026-07-09

Sponsored

TSLA TESLA INC8.1K shares-6.33%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC4.3K shares-9.00%2026-06-302026-07-09

UBER UBER TECHNOLOGIES INC45.6K shares1.38%2026-06-302026-07-09

IVW ISHARES TR23.8K shares2.47%2026-06-302026-07-09

OSK OSHKOSH CORP21.2K shares2.44%2026-06-302026-07-09

SDY SPDR SERIES TRUST20.6K shares-0.25%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION16.5K shares2.07%2026-06-302026-07-09

DGX QUEST DIAGNOSTICS INC14.7K shares0.18%2026-06-302026-07-09

Sponsored

PANW PALO ALTO NETWORKS INC9.1K shares-0.36%2026-06-302026-07-09

MDLZ MONDELEZ INTL INC53.0K shares0.35%2026-06-302026-07-09

PH PARKER-HANNIFIN CORP3.0K shares-2.18%2026-06-302026-07-09

GILD GILEAD SCIENCES INC23.0K shares-0.75%2026-06-302026-07-09

VO VANGUARD INDEX FDS35.9K shares310.95%2026-06-302026-07-09

VLO VALERO ENERGY CORP11.1K shares-1.44%2026-06-302026-07-09

TT TRANE TECHNOLOGIES PLC5.6K shares0.00%2026-06-302026-07-09

VNLA JANUS DETROIT STR TR53.6K shares-6.89%2026-06-302026-07-09

Sponsored

SPDW SPDR INDEX SHS FDS51.2K shares3.01%2026-06-302026-07-09

PLD PROLOGIS INC.18.6K shares-3.49%2026-06-302026-07-09

VISA INC VISA INC7.3K shares-1.38%2026-06-302026-07-09

NETFLIX INC. NETFLIX INC.34.5K shares-0.27%2026-06-302026-07-09

LOW LOWES COS INC11.1K shares0.61%2026-06-302026-07-09

WMB WILLIAMS COS INC30.8K shares-4.14%2026-06-302026-07-09

STLD STEEL DYNAMICS INC10.0K shares-0.68%2026-06-302026-07-09

KGS KODIAK GAS SVCS INC29.7K shares0.38%2026-06-302026-07-09

Sponsored

GEV GE VERNOVA INC1.8K shares-5.26%2026-06-302026-07-09

RBRK RUBRIK INC.26.8K shares4.44%2026-06-302026-07-09

RJF RAYMOND JAMES FINL INC14.2K shares0.97%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO6.2K shares0.94%2026-06-302026-07-09

ASTRAZENECA PLC ASTRAZENECA PLC11.0K shares2.40%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.0K shares0.32%2026-06-302026-07-09

FEZ SPDR INDEX SHS FDS29.4K shares10.03%2026-06-302026-07-09

ABT ABBOTT LABORATORIES21.9K shares1.69%2026-06-302026-07-09

Sponsored

CGNG CAPITAL GROUP NEW GEOGRAPHY52.9K shares4.59%2026-06-302026-07-09

CHUBB LIMITED CHUBB LIMITED5.8K shares0.48%2026-06-302026-07-09

INDB INDEPENDENT BK CORP MASS23.3K shares0.58%2026-06-302026-07-09

ORACLE CORP ORACLE CORP13.3K shares0.39%2026-06-302026-07-09

ISRG INTUITIVE SURGICAL INC4.8K shares-7.10%2026-06-302026-07-09

USB US BANCORP31.5K shares0.36%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP13.6K shares0.41%2026-06-302026-07-09

SRE SEMPRA19.7K shares-0.35%2026-06-302026-07-09

Sponsored

TMO THERMO FISHER SCIENTIFIC INC3.6K shares-4.68%2026-06-302026-07-09

DKS DICKS SPORTING GOODS INC8.0K shares0.58%2026-06-302026-07-09

SOLS SOLSTICE ADVANCED MATLS INC19.9K shares-1.01%2026-06-302026-07-09

APD AIR PRODUCTS AND CHEMICALS I6.0K shares0.02%2026-06-302026-07-09

TKO TKO GROUP HOLDINGS INC8.6K shares-3.73%2026-06-302026-07-09

TXRH TEXAS ROADHOUSE INC8.9K shares0.97%2026-06-302026-07-09

HD HOME DEPOT INC4.8K shares-0.39%2026-06-302026-07-09

MCK MCKESSON CORP2.3K shares0.76%2026-06-302026-07-09

Sponsored

ET ENERGY TRANSFER L P88.3K shares3.36%2026-06-302026-07-09

SHW SHERWIN WILLIAMS CO4.9K shares-0.97%2026-06-302026-07-09

WEC WEC ENERGY GROUP INC14.3K shares0.46%2026-06-302026-07-09

AIG AMERICAN INTL GROUP INC22.2K shares0.13%2026-06-302026-07-09

TPL TEXAS PACIFIC LAND CORPORATI3.8K shares-1.24%2026-06-302026-07-09

ANET ARISTA NETWORKS INC9.6K shares-0.60%2026-06-302026-07-09

SERVICENOW INC SERVICENOW INC16.3K shares31.47%2026-06-302026-07-09

VUG VANGUARD INDEX FDS18.7K shares559.36%2026-06-302026-07-09

Sponsored

FXL FIRST TR EXCHANGE-TRADED FD7.3K shares2.90%2026-06-302026-07-09

SLB SLB LIMITED33.4K shares-0.07%2026-06-302026-07-09

EQT EQT CORP29.0K shares-0.47%2026-06-302026-07-09

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC13.0K shares-1.96%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS5.2K shares0.58%2026-06-302026-07-09

SNY SANOFI SA33.4K shares0.09%2026-06-302026-07-09

COIN COINBASE GLOBAL INC9.6K shares-2.82%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F23.2K shares11.30%2026-06-302026-07-09

Sponsored

BLK BLACKROCK INC1.4K shares-0.84%2026-06-302026-07-09

PM PHILIP MORRIS INTL INC7.5K shares0.00%2026-06-302026-07-09

BBY BEST BUY INC17.6K shares1.12%2026-06-302026-07-09

FBT FIRST TR EXCHANGE-TRADED FD5.1K shares4.26%2026-06-302026-07-09

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD13.2K shares0.16%2026-06-302026-07-09

MLM MARTIN MARIETTA MATLS INC2.2K shares-0.77%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.4K shares-2.61%2026-06-302026-07-09

NVO NOVO-NORDISK A S25.9K shares2.63%2026-06-302026-07-09

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares-0.45%2026-06-302026-07-09

SAP SAP SE7.8K shares1.88%2026-06-302026-07-09

CMCSA COMCAST CORP NEW49.2K shares-0.54%2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS L32.3K shares1.15%2026-06-302026-07-09

EHC ENCOMPASS HEALTH CORP11.7K shares0.44%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares-9.88%2026-06-302026-07-09

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC8.5K shares-0.32%2026-06-302026-07-09

HOOD ROBINHOOD MKTS INC11.7K shares5.96%2026-06-302026-07-09

Sponsored

SCHW SCHWAB CHARLES CORP12.6K shares1.31%2026-06-302026-07-09

CGDV CAPITAL GROUP DIVIDEND VALUE23.4K shares4.23%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.8K shares-0.79%2026-06-302026-07-09

BOOT BOOT BARN HLDGS INC6.8K shares0.99%2026-06-302026-07-09

CWB SPDR SERIES TRUST10.1K shares7.71%2026-06-302026-07-09

BSJQ INVESCO EXCH TRD SLF IDX FD45.7K shares-5.23%2026-06-302026-07-09

CRM SALESFORCE INC6.5K shares-1.31%2026-06-302026-07-09

LVS LAS VEGAS SANDS CORP21.0K shares-0.37%2026-06-302026-07-09

Sponsored

NDAQ NASDAQ INC12.2K shares3.56%2026-06-302026-07-09

ADI ANALOG DEVICES INC2.4K shares-2.03%2026-06-302026-07-09

SLV ISHARES SILVER TR17.3K shares-31.39%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS9.1K shares4.38%2026-06-302026-07-09

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC7.0K shares-4.24%2026-06-302026-07-09

VCIT VANGUARD SCOTTSDALE FDS10.3K shares9.27%2026-06-302026-07-09

ARCHER AVIATION INC ARCHER AVIATION INC178.2K shares0.30%2026-06-302026-07-09

IWD ISHARES TR3.2K shares21.72%2026-06-302026-07-09

Sponsored

VXF VANGUARD INDEX FDS3.2K shares-17.27%2026-06-302026-07-09

TXN TEXAS INSTRS INC2.6K shares-0.50%2026-06-302026-07-09

MDY STATE STR SPDR S&P MIDCAP 401.1K shares23.57%2026-06-302026-07-09

NVS NOVARTIS AG4.5K shares0.00%2026-06-302026-07-09

BSJR INVESCO EXCH TRD SLF IDX FD29.0K shares-2.21%2026-06-302026-07-09

FTGC FIRST TR EXCHANGE TRAD FD VI23.5K shares-26.48%2026-06-302026-07-09

FDX FEDEX CORP2.0K shares0.00%2026-06-302026-07-09

EQIN COLUMBIA ETF TR I11.7K shares22.66%2026-06-302026-07-09

Sponsored

WAB WABTEC2.2K shares-0.09%2026-06-302026-07-09

CG CARLYLE GROUP INC14.2K shares0.00%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC583 shares-11.13%2026-06-302026-07-09

INTC INTEL CORP4.2K sharesnew addition2026-06-302026-07-09

IR INGERSOLL RAND INC7.1K shares-0.14%2026-06-302026-07-09

GLD SPDR GOLD TR1.6K shares1.63%2026-06-302026-07-09

TDG TRANSDIGM GROUP INC425 shares0.00%2026-06-302026-07-09

MO ALTRIA GROUP INC7.8K shares0.00%2026-06-302026-07-09

Sponsored

NBTB NBT BANCORP INC11.1K shares-0.98%2026-06-302026-07-09

ISHARES TR ISHARES TR724 shares0.00%2026-06-302026-07-09

WASTE MGMT INC DEL WASTE MGMT INC DEL2.4K shares0.96%2026-06-302026-07-09

BAC BANK OF AMER CORP9.5K shares1.13%2026-06-302026-07-09

C CITIGROUP INC3.8K shares3.78%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares1.24%2026-06-302026-07-09

XPO XPO INC2.4K shares-21.38%2026-06-302026-07-09

ARK ETF TR ARK ETF TR6.1K shares0.00%2026-06-302026-07-09

Sponsored

YUM YUM BRANDS INC3.0K shares-27.83%2026-06-302026-07-09

TGT TARGET CORP3.7K shares0.00%2026-06-302026-07-09

MPLX MPLX LP8.5K shares3.03%2026-06-302026-07-09

BK BANK OF NY MELLON CORP3.3K shares5.60%2026-06-302026-07-09

PAA PLAINS ALL AMERN PIPELINE L21.1K shares0.00%2026-06-302026-07-09

GM GENERAL MTRS CO5.9K shares0.00%2026-06-302026-07-09

JEPI J P MORGAN EXCHANGE TRADED F8.1K shares-3.44%2026-06-302026-07-09

LRCX LAM RESEARCH CORP1.0K shares-1.06%2026-06-302026-07-09

Sponsored

HYMB SPDR SERIES TRUST17.3K shares-1.29%2026-06-302026-07-09

SYK STRYKER CORPORATION1.4K shares1.16%2026-06-302026-07-09

VTV VANGUARD INDEX FDS2.0K shares-0.25%2026-06-302026-07-09

SPMD SPDR SERIES TRUST6.4K shares-0.23%2026-06-302026-07-09

TFI SPDR SERIES TRUST9.3K shares0.36%2026-06-302026-07-09

MUB ISHARES TR3.9K shares-2.40%2026-06-302026-07-09

NMT NUVEEN MASS QUALITY MUN INC32.0K shares0.00%2026-06-302026-07-09

DG DOLLAR GEN CORP3.6K shares0.00%2026-06-302026-07-09

Sponsored

HESM HESS MIDSTREAM LP10.9K shares3.90%2026-06-302026-07-09

HSY HERSHEY CO2.3K shares0.00%2026-06-302026-07-09

BSTZ BLACKROCK SCIENCE & TECHNOLO12.8K shares5.86%2026-06-302026-07-09

CIBR FIRST TR EXCHANGE-TRADED FD4.3K shares3.64%2026-06-302026-07-09

STT STATE STR CORP2.1K shares0.00%2026-06-302026-07-09

ASML ASML HLDG NV178 shares-23.93%2026-06-302026-07-09

PGR PROGRESSIVE CORP1.6K shares-0.49%2026-06-302026-07-09

DIS DISNEY WALT CO3.6K shares4.27%2026-06-302026-07-09

Sponsored

IWM ISHARES TR1.1K shares0.00%2026-06-302026-07-09

GE GE AEROSPACE895 shares-21.21%2026-06-302026-07-09

ROST ROSS STORES INC1.6K shares0.00%2026-06-302026-07-09

EFAV ISHARES TR3.5K shares-11.69%2026-06-302026-07-09

ES EVERSOURCE ENERGY4.3K shares0.00%2026-06-302026-07-09

IEI ISHARES TR2.6K shares0.81%2026-06-302026-07-09

NOBL PROSHARES TR5.4K shares95.57%2026-06-302026-07-09

ETN EATON CORP PLC709 shares0.00%2026-06-302026-07-09

Sponsored

KFY KORN FERRY4.5K shares0.00%2026-06-302026-07-09

DHR DANAHER CORP DEL1.6K shares-4.35%2026-06-302026-07-09

EWJ ISHARES INC3.0K shares0.00%2026-06-302026-07-09

DASH DOORDASH INC1.5K sharesnew addition2026-06-302026-07-09

GRID FIRST TR EXCHANGE-TRADED FD1.4K shares-0.42%2026-06-302026-07-09

KBA KRANESHARES TRUST8.0K shares0.00%2026-06-302026-07-09

IJR ISHARES TR1.8K shares0.00%2026-06-302026-07-09

TFLO ISHARES TR5.4K shares0.90%2026-06-302026-07-09

Sponsored

STIP ISHARES TR2.6K shares1.88%2026-06-302026-07-09

GLW CORNING INC1.1K sharesnew addition2026-06-302026-07-09

DWX SPDR INDEX SHS FDS5.8K shares0.00%2026-06-302026-07-09

MBB ISHARES TR2.8K shares1.07%2026-06-302026-07-09

AGZ ISHARES TR2.5K shares0.90%2026-06-302026-07-09

TLH ISHARES TR2.7K shares1.18%2026-06-302026-07-09

S&P GLOBAL INC S&P GLOBAL INC644 shares-1.83%2026-06-302026-07-09

SNOWFLAKE INC SNOWFLAKE INC1.0K sharesnew addition2026-06-302026-07-09

Sponsored

IJH ISHARES TR3.3K shares0.00%2026-06-302026-07-09

RYLD GLOBAL X FDS15.5K shares2.67%2026-06-302026-07-09

CMG CHIPOTLE MEXICAN GRILL INC7.2K shares-16.14%2026-06-302026-07-09

EMR EMERSON ELEC CO1.7K shares-5.29%2026-06-302026-07-09

LIN LINDE PLC468 shares-24.27%2026-06-302026-07-09

SCHO SCHWAB STRATEGIC TR10.1K shares0.00%2026-06-302026-07-09

CSX CSX CORP5.0K shares0.00%2026-06-302026-07-09

EEM ISHARES TR3.4K sharesnew addition2026-06-302026-07-09

Sponsored

MUNI PIMCO ETF TR4.4K shares2.09%2026-06-302026-07-09

FTNT FORTINET INC1.5K sharesnew addition2026-06-302026-07-09

OKE ONEOK INC NEW2.5K shares0.00%2026-06-302026-07-09

ARES CAPITAL CORP ARES CAPITAL CORP11.4K shares0.31%2026-06-302026-07-09

IEP ICAHN ENTERPRISES LP29.1K shares7.62%2026-06-302026-07-09

LYB LYONDELLBASELL INDUSTRIES NV3.8K shares-1.19%2026-06-302026-07-09

FTMA PUTNAM ETF TRUST19.2K shares0.00%2026-06-302026-07-09

BMEZ BLACKROCK HEALTH SCIENCES TE11.3K shares-6.45%2026-06-302026-07-09

Sponsored

F FORD MTR CO12.2K shares-5.40%2026-06-302026-07-09

FTHY FIRST TR HIGH YIELD OPPRT 2011.2K shares0.00%2026-06-302026-07-09

GSBD GOLDMAN SACHS BDC INC11.7K sharesnew addition2026-06-302026-07-09

JBLU JETBLUE AIRWAYS CORP15.0K shares0.00%2026-06-302026-07-09

AAPL

APPLE INC

-0.88%

Shares72.7K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

-0.96%

Shares35.1K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

0.06%

Shares39.2K

Event2026-06-30

Filed2026-07-09

FTSM

FIRST TR EXCHANGE-TRADED FD

-2.71%

Shares213.6K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

-0.14%

Shares130.4K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

0.57%

Shares31.1K

Event2026-06-30

Filed2026-07-09

SRLN

SSGA ACTIVE ETF TR

1.15%

Shares269.9K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

2.06%

Shares346.8K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-0.17%

Shares43.4K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

-0.23%

Shares84.7K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

0.27%

Shares121.8K

Event2026-06-30

Filed2026-07-09

SEAGATE TECHNOLOGY HLDNGS PL

-1.61%

Shares10.1K

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TR

0.31%

Shares88.5K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

-4.72%

Shares25.7K

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP

0.22%

Shares88.4K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

1.89%

Shares120.0K

Event2026-06-30

Filed2026-07-09

ULST

SSGA ACTIVE ETF TR

2.37%

Shares220.8K

Event2026-06-30

Filed2026-07-09

VWOB

VANGUARD WHITEHALL FDS

3.82%

Shares132.1K

Event2026-06-30

Filed2026-07-09

TOTL

SSGA ACTIVE ETF TR

3.86%

Shares219.8K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

0.81%

Shares67.2K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-0.57%

Shares22.9K

Event2026-06-30

Filed2026-07-09

PSX

PHILLIPS 66

0.10%

Shares48.7K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

0.45%

Shares42.7K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

0.65%

Shares29.9K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

0.81%

Shares45.0K

Event2026-06-30

Filed2026-07-09

TORONTO DOMINION BK ONT

0.04%

Shares61.4K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

0.12%

Shares49.7K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

0.83%

Shares64.0K

Event2026-06-30

Filed2026-07-09

BSJT

INVESCO EXCH TRD SLF IDX FD

6.75%

Shares340.7K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

1.12%

Shares14.0K

Event2026-06-30

Filed2026-07-09

WBS

WEBSTER FINL CORP

-0.18%

Shares93.2K

Event2026-06-30

Filed2026-07-09

KMI

KINDER MORGAN INC DEL

0.20%

Shares215.6K

Event2026-06-30

Filed2026-07-09

COF

CAPITAL ONE FINL CORP

1.38%

Shares33.5K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

1.07%

Shares155.8K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

0.50%

Shares48.5K

Event2026-06-30

Filed2026-07-09

DOMINION ENERGY INC

1.26%

Shares95.7K

Event2026-06-30

Filed2026-07-09

FIRSTENERGY CORP

1.40%

Shares135.5K

Event2026-06-30

Filed2026-07-09

EIX

EDISON INTL

0.12%

Shares83.9K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

1.72%

Shares23.0K

Event2026-06-30

Filed2026-07-09

FITB

FIFTH THIRD BANCORP

0.50%

Shares108.9K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

-2.06%

Shares5.2K

Event2026-06-30

Filed2026-07-09

UNILEVER PLC

0.74%

Shares98.0K

Event2026-06-30

Filed2026-07-09

MEDTRONIC PLC

1.44%

Shares74.2K

Event2026-06-30

Filed2026-07-09

AT&T INC

1.04%

Shares280.1K

Event2026-06-30

Filed2026-07-09

GSK PLC

0.79%

Shares109.7K

Event2026-06-30

Filed2026-07-09

MET

METLIFE INC

0.66%

Shares67.9K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW

0.72%

Shares45.1K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

-1.64%

Shares28.5K

Event2026-06-30

Filed2026-07-09

KTB

KONTOOR BRANDS INC

0.51%

Shares67.9K

Event2026-06-30

Filed2026-07-09

CCI

CROWN CASTLE INC

1.14%

Shares72.2K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

-0.99%

Shares21.7K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

-0.24%

Shares9.6K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

-2.54%

Shares9.2K

Event2026-06-30

Filed2026-07-09

IEF

ISHARES TR

5.74%

Shares54.9K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

6.75%

Shares21.3K

Event2026-06-30

Filed2026-07-09

KMB

KIMBERLY-CLARK CORP

1.52%

Shares45.4K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.06%

Shares10.3K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

1.41%

Shares201.0K

Event2026-06-30

Filed2026-07-09

PSA

PUBLIC STORAGE

1.08%

Shares14.7K

Event2026-06-30

Filed2026-07-09

UPS

UNITED PARCEL SVCS INC

1.83%

Shares41.7K

Event2026-06-30

Filed2026-07-09

FIRST TR EXCHANGE TRADED FD

4.76%

Shares58.9K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

-1.79%

Shares6.0K

Event2026-06-30

Filed2026-07-09

FVD

FIRST TR EXCHANGE-TRADED FD

-0.74%

Shares87.3K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

-0.62%

Shares26.0K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

-1.61%

Shares3.2K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

1.08%

Shares32.0K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

3.38%

Shares5.1K

Event2026-06-30

Filed2026-07-09

DEERE & CO

1.29%

Shares5.8K

Event2026-06-30

Filed2026-07-09

TMUS

T-MOBILE US INC

-2.00%

Shares21.9K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-3.24%

Shares10.3K

Event2026-06-30

Filed2026-07-09

SPSM

SPDR SERIES TRUST

6.83%

Shares61.2K

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP

1.67%

Shares33.3K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

-6.33%

Shares8.1K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

-9.00%

Shares4.3K

Event2026-06-30

Filed2026-07-09

UBER

UBER TECHNOLOGIES INC

1.38%

Shares45.6K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

2.47%

Shares23.8K

Event2026-06-30

Filed2026-07-09

OSK

OSHKOSH CORP

2.44%

Shares21.2K

Event2026-06-30

Filed2026-07-09

SDY

SPDR SERIES TRUST

-0.25%

Shares20.6K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

2.07%

Shares16.5K

Event2026-06-30

Filed2026-07-09

DGX

QUEST DIAGNOSTICS INC

0.18%

Shares14.7K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

-0.36%

Shares9.1K

Event2026-06-30

Filed2026-07-09

MDLZ

MONDELEZ INTL INC

0.35%

Shares53.0K

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN CORP

-2.18%

Shares3.0K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

-0.75%

Shares23.0K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

310.95%

Shares35.9K

Event2026-06-30

Filed2026-07-09

VLO

VALERO ENERGY CORP

-1.44%

Shares11.1K

Event2026-06-30

Filed2026-07-09

TRANE TECHNOLOGIES PLC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-09

VNLA

JANUS DETROIT STR TR

-6.89%

Shares53.6K

Event2026-06-30

Filed2026-07-09

SPDW

SPDR INDEX SHS FDS

3.01%

Shares51.2K

Event2026-06-30

Filed2026-07-09

PLD

PROLOGIS INC.

-3.49%

Shares18.6K

Event2026-06-30

Filed2026-07-09

VISA INC

-1.38%

Shares7.3K

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

-0.27%

Shares34.5K

Event2026-06-30

Filed2026-07-09

LOW

LOWES COS INC

0.61%

Shares11.1K

Event2026-06-30

Filed2026-07-09

WMB

WILLIAMS COS INC

-4.14%

Shares30.8K

Event2026-06-30

Filed2026-07-09

STLD

STEEL DYNAMICS INC

-0.68%

Shares10.0K

Event2026-06-30

Filed2026-07-09

KGS

KODIAK GAS SVCS INC

0.38%

Shares29.7K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

-5.26%

Shares1.8K

Event2026-06-30

Filed2026-07-09

RBRK

RUBRIK INC.

4.44%

Shares26.8K

Event2026-06-30

Filed2026-07-09

RJF

RAYMOND JAMES FINL INC

0.97%

Shares14.2K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

0.94%

Shares6.2K

Event2026-06-30

Filed2026-07-09

ASTRAZENECA PLC

2.40%

Shares11.0K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

0.32%

Shares5.0K

Event2026-06-30

Filed2026-07-09

FEZ

SPDR INDEX SHS FDS

10.03%

Shares29.4K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

1.69%

Shares21.9K

Event2026-06-30

Filed2026-07-09

CGNG

CAPITAL GROUP NEW GEOGRAPHY

4.59%

Shares52.9K

Event2026-06-30

Filed2026-07-09

CHUBB LIMITED

0.48%

Shares5.8K

Event2026-06-30

Filed2026-07-09

INDB

INDEPENDENT BK CORP MASS

0.58%

Shares23.3K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

0.39%

Shares13.3K

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC

-7.10%

Shares4.8K

Event2026-06-30

Filed2026-07-09

USB

US BANCORP

0.36%

Shares31.5K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

0.41%

Shares13.6K

Event2026-06-30

Filed2026-07-09

SRE

SEMPRA

-0.35%

Shares19.7K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

-4.68%

Shares3.6K

Event2026-06-30

Filed2026-07-09

DKS

DICKS SPORTING GOODS INC

0.58%

Shares8.0K

Event2026-06-30

Filed2026-07-09

SOLS

SOLSTICE ADVANCED MATLS INC

-1.01%

Shares19.9K

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS AND CHEMICALS I

0.02%

Shares6.0K

Event2026-06-30

Filed2026-07-09

TKO

TKO GROUP HOLDINGS INC

-3.73%

Shares8.6K

Event2026-06-30

Filed2026-07-09

TXRH

TEXAS ROADHOUSE INC

0.97%

Shares8.9K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

-0.39%

Shares4.8K

Event2026-06-30

Filed2026-07-09

MCK

MCKESSON CORP

0.76%

Shares2.3K

Event2026-06-30

Filed2026-07-09

ENERGY TRANSFER L P

3.36%

Shares88.3K

Event2026-06-30

Filed2026-07-09

SHW

SHERWIN WILLIAMS CO

-0.97%

Shares4.9K

Event2026-06-30

Filed2026-07-09

WEC

WEC ENERGY GROUP INC

0.46%

Shares14.3K

Event2026-06-30

Filed2026-07-09

AIG

AMERICAN INTL GROUP INC

0.13%

Shares22.2K

Event2026-06-30

Filed2026-07-09

TPL

TEXAS PACIFIC LAND CORPORATI

-1.24%

Shares3.8K

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

-0.60%

Shares9.6K

Event2026-06-30

Filed2026-07-09

SERVICENOW INC

31.47%

Shares16.3K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

559.36%

Shares18.7K

Event2026-06-30

Filed2026-07-09

FXL

FIRST TR EXCHANGE-TRADED FD

2.90%

Shares7.3K

Event2026-06-30

Filed2026-07-09

SLB

SLB LIMITED

-0.07%

Shares33.4K

Event2026-06-30

Filed2026-07-09

EQT

EQT CORP

-0.47%

Shares29.0K

Event2026-06-30

Filed2026-07-09

APOLLO GLOBAL MGMT INC

-1.96%

Shares13.0K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

0.58%

Shares5.2K

Event2026-06-30

Filed2026-07-09

SNY

SANOFI SA

0.09%

Shares33.4K

Event2026-06-30

Filed2026-07-09

COIN

COINBASE GLOBAL INC

-2.82%

Shares9.6K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

11.30%

Shares23.2K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC

-0.84%

Shares1.4K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-09

BBY

BEST BUY INC

1.12%

Shares17.6K

Event2026-06-30

Filed2026-07-09

FBT

FIRST TR EXCHANGE-TRADED FD

4.26%

Shares5.1K

Event2026-06-30

Filed2026-07-09

ALIBABA GROUP HLDG LTD

0.16%

Shares13.2K

Event2026-06-30

Filed2026-07-09

MLM

MARTIN MARIETTA MATLS INC

-0.77%

Shares2.2K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

-2.61%

Shares2.4K

Event2026-06-30

Filed2026-07-09

NVO

NOVO-NORDISK A S

2.63%

Shares25.9K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

-0.45%

Shares1.3K

Event2026-06-30

Filed2026-07-09

SAP

SAP SE

1.88%

Shares7.8K

Event2026-06-30

Filed2026-07-09

CMCSA

COMCAST CORP NEW

-0.54%

Shares49.2K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L

1.15%

Shares32.3K

Event2026-06-30

Filed2026-07-09

EHC

ENCOMPASS HEALTH CORP

0.44%

Shares11.7K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-9.88%

Shares2.4K

Event2026-06-30

Filed2026-07-09

CONSTELLATION BRANDS INC

-0.32%

Shares8.5K

Event2026-06-30

Filed2026-07-09

HOOD

ROBINHOOD MKTS INC

5.96%

Shares11.7K

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

1.31%

Shares12.6K

Event2026-06-30

Filed2026-07-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.23%

Shares23.4K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

-0.79%

Shares9.8K

Event2026-06-30

Filed2026-07-09

BOOT

BOOT BARN HLDGS INC

0.99%

Shares6.8K

Event2026-06-30

Filed2026-07-09

CWB

SPDR SERIES TRUST

7.71%

Shares10.1K

Event2026-06-30

Filed2026-07-09

BSJQ

INVESCO EXCH TRD SLF IDX FD

-5.23%

Shares45.7K

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC

-1.31%

Shares6.5K

Event2026-06-30

Filed2026-07-09

LVS

LAS VEGAS SANDS CORP

-0.37%

Shares21.0K

Event2026-06-30

Filed2026-07-09

NDAQ

NASDAQ INC

3.56%

Shares12.2K

Event2026-06-30

Filed2026-07-09

ADI

ANALOG DEVICES INC

-2.03%

Shares2.4K

Event2026-06-30

Filed2026-07-09

SLV

ISHARES SILVER TR

-31.39%

Shares17.3K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

4.38%

Shares9.1K

Event2026-06-30

Filed2026-07-09

GUIDEWIRE SOFTWARE INC

-4.24%

Shares7.0K

Event2026-06-30

Filed2026-07-09

VCIT

VANGUARD SCOTTSDALE FDS

9.27%

Shares10.3K

Event2026-06-30

Filed2026-07-09

ARCHER AVIATION INC

0.30%

Shares178.2K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

21.72%

Shares3.2K

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD INDEX FDS

-17.27%

Shares3.2K

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC

-0.50%

Shares2.6K

Event2026-06-30

Filed2026-07-09

MDY

STATE STR SPDR S&P MIDCAP 40

23.57%

Shares1.1K

Event2026-06-30

Filed2026-07-09

NVS

NOVARTIS AG

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-09

BSJR

INVESCO EXCH TRD SLF IDX FD

-2.21%

Shares29.0K

Event2026-06-30

Filed2026-07-09

FTGC

FIRST TR EXCHANGE TRAD FD VI

-26.48%

Shares23.5K

Event2026-06-30

Filed2026-07-09

FDX

FEDEX CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

EQIN

COLUMBIA ETF TR I

22.66%

Shares11.7K

Event2026-06-30

Filed2026-07-09

WAB

WABTEC

-0.09%

Shares2.2K

Event2026-06-30

Filed2026-07-09

CARLYLE GROUP INC

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

-11.13%

Shares583

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-09

INGERSOLL RAND INC

-0.14%

Shares7.1K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

1.63%

Shares1.6K

Event2026-06-30

Filed2026-07-09

TDG

TRANSDIGM GROUP INC

0.00%

Shares425

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-09

NBTB

NBT BANCORP INC

-0.98%

Shares11.1K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.00%

Shares724

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

0.96%

Shares2.4K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

1.13%

Shares9.5K

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

3.78%

Shares3.8K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

1.24%

Shares1.4K

Event2026-06-30

Filed2026-07-09

XPO

XPO INC

-21.38%

Shares2.4K

Event2026-06-30

Filed2026-07-09

ARK ETF TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-09

YUM

YUM BRANDS INC

-27.83%

Shares3.0K

Event2026-06-30

Filed2026-07-09

TGT

TARGET CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-09

MPLX

MPLX LP

3.03%

Shares8.5K

Event2026-06-30

Filed2026-07-09

BANK OF NY MELLON CORP

5.60%

Shares3.3K

Event2026-06-30

Filed2026-07-09

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-09

GENERAL MTRS CO

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-09

JEPI

J P MORGAN EXCHANGE TRADED F

-3.44%

Shares8.1K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

-1.06%

Shares1.0K

Event2026-06-30

Filed2026-07-09

HYMB

SPDR SERIES TRUST

-1.29%

Shares17.3K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

1.16%

Shares1.4K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

-0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-09

SPMD

SPDR SERIES TRUST

-0.23%

Shares6.4K

Event2026-06-30

Filed2026-07-09

TFI

SPDR SERIES TRUST

0.36%

Shares9.3K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

-2.40%

Shares3.9K

Event2026-06-30

Filed2026-07-09

NMT

NUVEEN MASS QUALITY MUN INC

0.00%

Shares32.0K

Event2026-06-30

Filed2026-07-09

DOLLAR GEN CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-09

HESM

HESS MIDSTREAM LP

3.90%

Shares10.9K

Event2026-06-30

Filed2026-07-09

HSY

HERSHEY CO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-09

BSTZ

BLACKROCK SCIENCE & TECHNOLO

5.86%

Shares12.8K

Event2026-06-30

Filed2026-07-09

CIBR

FIRST TR EXCHANGE-TRADED FD

3.64%

Shares4.3K

Event2026-06-30

Filed2026-07-09

STT

STATE STR CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

-23.93%

Shares178

Event2026-06-30

Filed2026-07-09

PGR

PROGRESSIVE CORP

-0.49%

Shares1.6K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

4.27%

Shares3.6K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

-21.21%

Shares895

Event2026-06-30

Filed2026-07-09

ROST

ROSS STORES INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-09

EFAV

ISHARES TR

-11.69%

Shares3.5K

Event2026-06-30

Filed2026-07-09

EVERSOURCE ENERGY

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-09

IEI

ISHARES TR

0.81%

Shares2.6K

Event2026-06-30

Filed2026-07-09

NOBL

PROSHARES TR

95.57%

Shares5.4K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

0.00%

Shares709

Event2026-06-30

Filed2026-07-09

KFY

KORN FERRY

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

-4.35%

Shares1.6K

Event2026-06-30

Filed2026-07-09

EWJ

ISHARES INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

DASH

DOORDASH INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

GRID

FIRST TR EXCHANGE-TRADED FD

-0.42%

Shares1.4K

Event2026-06-30

Filed2026-07-09

KBA

KRANESHARES TRUST

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

TFLO

ISHARES TR

0.90%

Shares5.4K

Event2026-06-30

Filed2026-07-09

STIP

ISHARES TR

1.88%

Shares2.6K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

DWX

SPDR INDEX SHS FDS

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-09

MBB

ISHARES TR

1.07%

Shares2.8K

Event2026-06-30

Filed2026-07-09

AGZ

ISHARES TR

0.90%

Shares2.5K

Event2026-06-30

Filed2026-07-09

TLH

ISHARES TR

1.18%

Shares2.7K

Event2026-06-30

Filed2026-07-09

S&P GLOBAL INC

-1.83%

Shares644

Event2026-06-30

Filed2026-07-09

SNOWFLAKE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-09

RYLD

GLOBAL X FDS

2.67%

Shares15.5K

Event2026-06-30

Filed2026-07-09

CMG

CHIPOTLE MEXICAN GRILL INC

-16.14%

Shares7.2K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO

-5.29%

Shares1.7K

Event2026-06-30

Filed2026-07-09

LIN

LINDE PLC

-24.27%

Shares468

Event2026-06-30

Filed2026-07-09

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-09

MUNI

PIMCO ETF TR

2.09%

Shares4.4K

Event2026-06-30

Filed2026-07-09

FTNT

FORTINET INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

OKE

ONEOK INC NEW

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-09

ARES CAPITAL CORP

0.31%

Shares11.4K

Event2026-06-30

Filed2026-07-09

IEP

ICAHN ENTERPRISES LP

7.62%

Shares29.1K

Event2026-06-30

Filed2026-07-09

LYB

LYONDELLBASELL INDUSTRIES NV

-1.19%

Shares3.8K

Event2026-06-30

Filed2026-07-09

FTMA

PUTNAM ETF TRUST

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-09

BMEZ

BLACKROCK HEALTH SCIENCES TE

-6.45%

Shares11.3K

Event2026-06-30

Filed2026-07-09

FORD MTR CO

-5.40%

Shares12.2K

Event2026-06-30

Filed2026-07-09

FTHY

FIRST TR HIGH YIELD OPPRT 20

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-09

GSBD

GOLDMAN SACHS BDC INC

New

Shares11.7K

Event2026-06-30

Filed2026-07-09

JBLU

JETBLUE AIRWAYS CORP

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available