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The Analysis of Three Bearings Fiduciary Advisors, Inc.'s Holdings & P&L

Currently, Three Bearings Fiduciary Advisors, Inc. holds 312 types of securities in its portfolio with a total value $111.6M. In the most recent quarter, they have increased their positions in VUG (+62.4K shares, valued at $5.4M), MGK (+42.9K shares, valued at $3.8M), VO (+26.6K shares, valued at $2.1M); decreased their positions in XMLV (-3.0K shares, valued at $200.6K), DES (-4.4K shares, valued at $177.8K), VGSH (-2.9K shares, valued at $170.1K); initiated new positions in CCL (+878 shares, valued at $25.1K), N/A (+3 shares, valued at $453).

1M P&L

+875.2K+0.82%

3M P&L

-298.7K-0.28%

HY P&L

-53.9M-33.39%

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/A101.2M

93.5%

2Drug Manufacturers - General1.6M

1.5%

3Consumer Electronics1.5M

1.4%

Top Industries by Stock Count

1N/A92 stocks

34.8%

2Drug Manufacturers - General8 stocks

3.0%

3Semiconductors6 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DON WISDOMTREE TR284.2K shares0.33%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS60.9K shares-1.49%2026-06-302026-07-09

IWP ISHARES TR58.0K shares2.22%2026-06-302026-07-09

VUG VANGUARD INDEX FDS75.6K shares475.62%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS57.8K shares0.06%2026-06-302026-07-09

ISCG ISHARES TR84.8K shares-1.52%2026-06-302026-07-09

DES WISDOMTREE TR124.2K shares-3.40%2026-06-302026-07-09

MGK VANGUARD WORLD FD53.4K shares406.73%2026-06-302026-07-09

Sponsored

IQLT ISHARES TR58.7K shares-1.64%2026-06-302026-07-09

VO VANGUARD INDEX FDS35.8K shares289.91%2026-06-302026-07-09

VGSH VANGUARD SCOTTSDALE FDS43.6K shares-6.29%2026-06-302026-07-09

EFAV ISHARES TR28.7K shares-4.83%2026-06-302026-07-09

PFF ISHARES TR74.6K shares2.58%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F36.0K shares-1.19%2026-06-302026-07-09

VEU VANGUARD INTL EQUITY INDEX F22.0K shares-5.42%2026-06-302026-07-09

IDV ISHARES TR43.9K shares-5.94%2026-06-302026-07-09

Sponsored

XMLV INVESCO EXCH TRADED FD TR II26.4K shares-10.29%2026-06-302026-07-09

SCHF SCHWAB STRATEGIC TR55.7K shares0.00%2026-06-302026-07-09

AAPL APPLE INC5.1K shares-1.27%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON5.7K shares0.00%2026-06-302026-07-09

IWS ISHARES TR8.6K shares-1.57%2026-06-302026-07-09

DLN WISDOMTREE TR14.5K shares-4.54%2026-06-302026-07-09

DGS WISDOMTREE TR20.2K shares-5.53%2026-06-302026-07-09

ISHARES TR ISHARES TR1.7K shares-9.85%2026-06-302026-07-09

Sponsored

DVY ISHARES TR8.0K shares-7.02%2026-06-302026-07-09

VBK VANGUARD INDEX FDS3.2K shares-2.98%2026-06-302026-07-09

EES WISDOMTREE TR16.8K shares-2.17%2026-06-302026-07-09

IWF ISHARES TR8.7K shares293.30%2026-06-302026-07-09

VV VANGUARD INDEX FDS2.4K shares0.00%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR28.3K shares-8.11%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.00%2026-06-302026-07-09

BAC BANK OF AMER CORP14.1K shares0.00%2026-06-302026-07-09

Sponsored

SDY SPDR SERIES TRUST5.1K shares-2.69%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC7.1K shares0.00%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR19.7K shares2.21%2026-06-302026-07-09

VBR VANGUARD INDEX FDS2.5K shares-2.91%2026-06-302026-07-09

SPEM SPDR INDEX SHS FDS11.8K shares0.00%2026-06-302026-07-09

VGIT VANGUARD SCOTTSDALE FDS9.1K shares0.00%2026-06-302026-07-09

VB VANGUARD INDEX FDS1.3K shares-8.55%2026-06-302026-07-09

DOMINION ENERGY INC DOMINION ENERGY INC4.8K shares0.76%2026-06-302026-07-09

Sponsored

VAW VANGUARD WORLD FD1.3K shares0.00%2026-06-302026-07-09

3M CO 3M CO1.7K shares0.00%2026-06-302026-07-09

ISHARES TR ISHARES TR2.6K shares0.00%2026-06-302026-07-09

IVW ISHARES TR1.9K shares-8.95%2026-06-302026-07-09

GE GE AEROSPACE655 shares0.00%2026-06-302026-07-09

DEM WISDOMTREE TR4.5K shares-12.01%2026-06-302026-07-09

MGV VANGUARD WORLD FD1.4K shares16.39%2026-06-302026-07-09

VCSH VANGUARD SCOTTSDALE FDS2.7K shares0.00%2026-06-302026-07-09

Sponsored

NVDA NVIDIA CORPORATION1.0K shares0.00%2026-06-302026-07-09

DSCO DOUBLELINE ETF TRUST8.1K shares0.00%2026-06-302026-07-09

GEV GE VERNOVA INC170 shares0.00%2026-06-302026-07-09

GOOGL ALPHABET INC453 shares0.00%2026-06-302026-07-09

VTIP VANGUARD MALVERN FDS3.2K shares0.00%2026-06-302026-07-09

AMZN AMAZON COM INC591 shares0.00%2026-06-302026-07-09

MDY STATE STR SPDR S&P MIDCAP 40199 shares0.00%2026-06-302026-07-09

LLY ELI LILLY & CO106 shares0.00%2026-06-302026-07-09

Sponsored

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

META PLATFORMS INC META PLATFORMS INC212 shares0.00%2026-06-302026-07-09

TSLA TESLA INC278 shares0.00%2026-06-302026-07-09

GLXY GALAXY DIGITAL INC.5.0K shares0.00%2026-06-302026-07-09

SCHH SCHWAB STRATEGIC TR4.4K shares-0.54%2026-06-302026-07-09

GOOG ALPHABET INC285 shares0.00%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T124 shares0.00%2026-06-302026-07-09

ADP AUTOMATIC DATA PROCESSING IN400 shares0.00%2026-06-302026-07-09

Sponsored

EFA ISHARES TR858 shares0.00%2026-06-302026-07-09

PSP INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2026-06-302026-07-09

PEP PEPSICO INC556 shares0.00%2026-06-302026-07-09

NUBD NUSHARES ETF TR3.3K shares0.00%2026-06-302026-07-09

WMT WALMART INC636 shares0.00%2026-06-302026-07-09

MSFT MICROSOFT CORP191 shares0.00%2026-06-302026-07-09

HDV ISHARES TR2.5K shares400.00%2026-06-302026-07-09

TIP ISHARES TR610 shares0.00%2026-06-302026-07-09

Sponsored

IJT ISHARES TR360 shares0.00%2026-06-302026-07-09

DWM WISDOMTREE TR855 shares-5.63%2026-06-302026-07-09

ALPS ETF TR ALPS ETF TR1.2K shares0.00%2026-06-302026-07-09

VDE VANGUARD WORLD FD399 shares0.00%2026-06-302026-07-09

LQD ISHARES TR548 shares0.00%2026-06-302026-07-09

MLPX GLOBAL X FDS782 shares0.00%2026-06-302026-07-09

ILMN ILLUMINA INC298 shares0.00%2026-06-302026-07-09

ITB ISHARES TR499 shares0.00%2026-06-302026-07-09

Sponsored

XLRE SELECT SECTOR SPDR TR1.2K shares0.00%2026-06-302026-07-09

VSGX VANGUARD WORLD FD622 shares0.00%2026-06-302026-07-09

EBAY EBAY INC.452 shares0.22%2026-06-302026-07-09

PG PROCTER & GAMBLE CO266 shares0.76%2026-06-302026-07-09

IWD ISHARES TR154 shares0.00%2026-06-302026-07-09

GLD SPDR GOLD TR100 shares0.00%2026-06-302026-07-09

LRCX LAM RESEARCH CORP80 shares0.00%2026-06-302026-07-09

NUSHARES ETF TR NUSHARES ETF TR797 shares0.00%2026-06-302026-07-09

Sponsored

MCD MCDONALDS CORP116 shares0.00%2026-06-302026-07-09

IYY ISHARES TR168 shares0.00%2026-06-302026-07-09

IMCG ISHARES TR305 shares0.00%2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC100 shares0.00%2026-06-302026-07-09

HD HOME DEPOT INC84 shares0.00%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS402 shares0.00%2026-06-302026-07-09

IGRO ISHARES TR316 shares0.00%2026-06-302026-07-09

BROADCOM INC BROADCOM INC73 shares0.00%2026-06-302026-07-09

Sponsored

SCHG SCHWAB STRATEGIC TR805 shares0.00%2026-06-302026-07-09

KLAC KLA CORP90 shares900.00%2026-06-302026-07-09

CCL CARNIVAL CORP LTD878 sharesnew addition2026-06-302026-07-09

IBDS ISHARES TR1.0K shares0.00%2026-06-302026-07-09

IBDT ISHARES TR974 shares0.00%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR128 shares0.00%2026-06-302026-07-09

EQR EQUITY RESIDENTIAL354 shares0.00%2026-06-302026-07-09

SCHZ SCHWAB STRATEGIC TR1.1K shares0.00%2026-06-302026-07-09

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD285 shares-5.00%2026-06-302026-07-09

IGSB ISHARES TR440 shares0.00%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO70 shares0.00%2026-06-302026-07-09

SBCF SEACOAST BKG CORP FLA681 shares0.59%2026-06-302026-07-09

IBIT ISHARES BITCOIN TRUST ETF677 shares0.00%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS293 shares0.00%2026-06-302026-07-09

IBDR ISHARES TR819 shares0.00%2026-06-302026-07-09

DIS DISNEY WALT CO190 shares0.00%2026-06-302026-07-09

Sponsored

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC129 shares0.00%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL34 shares0.00%2026-06-302026-07-09

GLW CORNING INC66 shares0.00%2026-06-302026-07-09

IHG INTERCONTINENTAL HOTELS GROU96 shares0.00%2026-06-302026-07-09

TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC250 shares0.00%2026-06-302026-07-09

NUMG NUSHARES ETF TR353 shares0.00%2026-06-302026-07-09

EAGG ISHARES TR348 shares0.00%2026-06-302026-07-09

ALL ALLSTATE CORP69 shares0.00%2026-06-302026-07-09

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS44 shares0.00%2026-06-302026-07-09

XLC SELECT SECTOR SPDR TR147 shares0.00%2026-06-302026-07-09

MFC MANULIFE FINL CORP386 shares0.00%2026-06-302026-07-09

COWZ PACER FDS TR248 shares0.00%2026-06-302026-07-09

XJH ISHARES TR288 shares0.00%2026-06-302026-07-09

GEHC GE HEALTHCARE TECHNOLOGIES I225 shares0.00%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC120 shares0.00%2026-06-302026-07-09

BSCQ INVESCO EXCH TRD SLF IDX FD700 shares0.00%2026-06-302026-07-09

Sponsored

PYPL PAYPAL HLDGS INC308 shares0.33%2026-06-302026-07-09

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC100 shares0.00%2026-06-302026-07-09

VTWG VANGUARD SCOTTSDALE FDS40 shares0.00%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC97 shares0.00%2026-06-302026-07-09

APH AMPHENOL CORP64 shares0.00%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC15 shares0.00%2026-06-302026-07-09

ORACLE CORP ORACLE CORP72 shares0.00%2026-06-302026-07-09

SPDW SPDR INDEX SHS FDS202 shares0.00%2026-06-302026-07-09

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VXF VANGUARD INDEX FDS38 shares0.00%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED18 shares0.00%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC15 shares0.00%2026-06-302026-07-09

SCHV SCHWAB STRATEGIC TR247 shares0.00%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION9 shares0.00%2026-06-302026-07-09

PFE PFIZER INC337 shares0.00%2026-06-302026-07-09

VST VISTRA CORP50 shares0.00%2026-06-302026-07-09

BNDX VANGUARD CHARLOTTE FDS161 shares0.00%2026-06-302026-07-09

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SBUX STARBUCKS CORP73 shares0.00%2026-06-302026-07-09

ABT ABBOTT LABORATORIES81 shares0.00%2026-06-302026-07-09

CVX CHEVRON CORPORATION43 shares0.00%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC14 shares0.00%2026-06-302026-07-09

WASTE MGMT INC DEL WASTE MGMT INC DEL31 shares-79.47%2026-06-302026-07-09

SUSB ISHARES TR275 shares0.00%2026-06-302026-07-09

HSBC HSBC HLDGS PLC70 shares0.00%2026-06-302026-07-09

CIPHER DIGITAL INC CIPHER DIGITAL INC268 shares0.00%2026-06-302026-07-09

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INTC INTEL CORP46 shares0.00%2026-06-302026-07-09

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS52 shares0.00%2026-06-302026-07-09

DLTR DOLLAR TREE INC50 shares0.00%2026-06-302026-07-09

ASML ASML HLDG NV3 shares0.00%2026-06-302026-07-09

DUK DUKE ENERGY CORP NEW47 shares0.00%2026-06-302026-07-09

MRK MERCK & CO INC45 shares0.00%2026-06-302026-07-09

VISA INC VISA INC17 shares0.00%2026-06-302026-07-09

WFC WELLS FARGO & CO68 shares0.00%2026-06-302026-07-09

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PM PHILIP MORRIS INTL INC30 shares0.00%2026-06-302026-07-09

E L F BEAUTY INC E L F BEAUTY INC70 shares0.00%2026-06-302026-07-09

CHUBB LIMITED CHUBB LIMITED15 shares0.00%2026-06-302026-07-09

ABBVIE INC ABBVIE INC20 shares0.00%2026-06-302026-07-09

OXY OCCIDENTAL PETE CORP100 shares0.00%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO14 shares0.00%2026-06-302026-07-09

CART MAPLEBEAR INC100 shares0.00%2026-06-302026-07-09

NVCR NOVOCURE LTD300 shares0.00%2026-06-302026-07-09

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XLF SELECT SECTOR SPDR TR83 shares0.00%2026-06-302026-07-09

STRATEGY INC STRATEGY INC50 shares0.00%2026-06-302026-07-09

UTHR UNITED THERAPEUTICS CORP DEL8 shares0.00%2026-06-302026-07-09

FFIV F5 INC10 shares0.00%2026-06-302026-07-09

ALKS ALKERMES PLC75 shares0.00%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION20 shares0.00%2026-06-302026-07-09

SCHW SCHWAB CHARLES CORP40 shares0.00%2026-06-302026-07-09

QUANTA SVCS INC QUANTA SVCS INC5 shares0.00%2026-06-302026-07-09

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C CITIGROUP INC25 shares0.00%2026-06-302026-07-09

LHX L3HARRIS TECHNOLOGIES INC12 shares0.00%2026-06-302026-07-09

STAG STAG INDUSTRIAL INC90 shares0.00%2026-06-302026-07-09

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION23 shares0.00%2026-06-302026-07-09

PCAR PACCAR INC28 shares0.00%2026-06-302026-07-09

IREN IREN LIMITED70 shares0.00%2026-06-302026-07-09

CAT CATERPILLAR INC3 shares0.00%2026-06-302026-07-09

MS MORGAN STANLEY15 shares0.00%2026-06-302026-07-09

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TOL TOLL BROTHERS INC19 shares0.00%2026-06-302026-07-09

ETN EATON CORP PLC7 shares0.00%2026-06-302026-07-09

TXN TEXAS INSTRS INC10 shares0.00%2026-06-302026-07-09

SQM SOCIEDAD QUIMICA Y MINERA DE40 shares0.00%2026-06-302026-07-09

ICE INTERCONTINENTAL EXCHANGE IN24 shares0.00%2026-06-302026-07-09

APD AIR PRODUCTS AND CHEMICALS I10 shares0.00%2026-06-302026-07-09

BLK BLACKROCK INC3 shares0.00%2026-06-302026-07-09

NETFLIX INC. NETFLIX INC.40 shares0.00%2026-06-302026-07-09

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SCHM SCHWAB STRATEGIC TR76 shares0.00%2026-06-302026-07-09

NVO NOVO-NORDISK A S54 shares0.00%2026-06-302026-07-09

GILD GILEAD SCIENCES INC20 shares0.00%2026-06-302026-07-09

ADVANCED DRAIN SYS INC DEL ADVANCED DRAIN SYS INC DEL16 shares0.00%2026-06-302026-07-09

PLUS EPLUS INC30 shares0.00%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC6 shares0.00%2026-06-302026-07-09

SOUN SOUNDHOUND AI INC385 shares0.00%2026-06-302026-07-09

VRTX VERTEX PHARMACEUTICALS INC5 shares0.00%2026-06-302026-07-09

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SPHY SPDR SERIES TRUST105 shares0.00%2026-06-302026-07-09

CMCSA COMCAST CORP NEW98 shares0.00%2026-06-302026-07-09

SOUTHERN CO SOUTHERN CO25 shares0.00%2026-06-302026-07-09

ISRG INTUITIVE SURGICAL INC6 shares0.00%2026-06-302026-07-09

BMY BRISTOL-MYERS SQUIBB CO40 shares0.00%2026-06-302026-07-09

TJX TJX COS INC NEW15 shares0.00%2026-06-302026-07-09

WELL WELLTOWER INC10 shares0.00%2026-06-302026-07-09

MCO MOODYS CORP5 shares0.00%2026-06-302026-07-09

Sponsored

QCOM QUALCOMM INC12 shares0.00%2026-06-302026-07-09

FDX FEDEX CORP7 shares0.00%2026-06-302026-07-09

BK BANK OF NY MELLON CORP15 shares0.00%2026-06-302026-07-09

BA BOEING CO10 shares0.00%2026-06-302026-07-09

PENN PENN ENTERTAINMENT INC100 shares0.00%2026-06-302026-07-09

CVS CVS HEALTH CORP20 shares0.00%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR57 shares0.00%2026-06-302026-07-09

COF CAPITAL ONE FINL CORP10 shares0.00%2026-06-302026-07-09

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VZ VERIZON COMMUNICATIONS INC47 shares0.00%2026-06-302026-07-09

PH PARKER-HANNIFIN CORP2 shares0.00%2026-06-302026-07-09

JBL JABIL INC5 shares0.00%2026-06-302026-07-09

DHR DANAHER CORP DEL10 shares0.00%2026-06-302026-07-09

DE DEERE & CO3 shares0.00%2026-06-302026-07-09

AVB AVALONBAY CMNTYS INC10 shares0.00%2026-06-302026-07-09

NEM NEWMONT CORP20 shares0.00%2026-06-302026-07-09

T AT&T INC90 shares0.00%2026-06-302026-07-09

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MAR MARRIOTT INTL INC NEW5 shares0.00%2026-06-302026-07-09

MO ALTRIA GROUP INC25 shares0.00%2026-06-302026-07-09

FANG DIAMONDBACK ENERGY INC10 shares0.00%2026-06-302026-07-09

STT STATE STR CORP10 shares0.00%2026-06-302026-07-09

MSI MOTOROLA SOLUTIONS INC4 shares0.00%2026-06-302026-07-09

S&P GLOBAL INC S&P GLOBAL INC4 shares0.00%2026-06-302026-07-09

COP CONOCOPHILLIPS15 shares0.00%2026-06-302026-07-09

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC13 shares0.00%2026-06-302026-07-09

Sponsored

NDSN NORDSON CORP5 shares0.00%2026-06-302026-07-09

WY WEYERHAEUSER CO61 shares0.00%2026-06-302026-07-09

CSX CSX CORP30 shares0.00%2026-06-302026-07-09

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V5 shares0.00%2026-06-302026-07-09

DAL DELTA AIR LINES INC15 shares0.00%2026-06-302026-07-09

HII HUNTINGTON INGALLS INDS INC5 shares0.00%2026-06-302026-07-09

ECL ECOLAB INC5 shares0.00%2026-06-302026-07-09

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.15 shares0.00%2026-06-302026-07-09

Sponsored

CTAS CINTAS CORP8 shares0.00%2026-06-302026-07-09

ANET ARISTA NETWORKS INC8 shares0.00%2026-06-302026-07-09

ROP ROPER TECHNOLOGIES INC4 shares0.00%2026-06-302026-07-09

WAB WABTEC5 shares0.00%2026-06-302026-07-09

TDG TRANSDIGM GROUP INC1 shares0.00%2026-06-302026-07-09

TGT TARGET CORP10 shares0.00%2026-06-302026-07-09

APA CORPORATION APA CORPORATION40 shares0.00%2026-06-302026-07-09

VLO VALERO ENERGY CORP5 shares0.00%2026-06-302026-07-09

Sponsored

CNC CENTENE CORP DEL20 shares0.00%2026-06-302026-07-09

BSX BOSTON SCIENTIFIC CORP30 shares0.00%2026-06-302026-07-09

EXPE EXPEDIA GROUP INC5 shares0.00%2026-06-302026-07-09

MPC MARATHON PETE CORP5 shares0.00%2026-06-302026-07-09

MTD METTLER TOLEDO INTERNATIONAL1 shares0.00%2026-06-302026-07-09

F FORD MTR CO90 shares0.00%2026-06-302026-07-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10 shares0.00%2026-06-302026-07-09

CEG CONSTELLATION ENERGY CORP5 shares0.00%2026-06-302026-07-09

Sponsored

PNC PNC FINL SVCS GROUP INC5 shares0.00%2026-06-302026-07-09

RL RALPH LAUREN CORP3 shares0.00%2026-06-302026-07-09

HCA HCA HEALTHCARE INC3 shares0.00%2026-06-302026-07-09

GM GENERAL MTRS CO15 shares0.00%2026-06-302026-07-09

DG DOLLAR GEN CORP10 shares0.00%2026-06-302026-07-09

ETR ENTERGY CORP NEW10 shares0.00%2026-06-302026-07-09

KVUE KENVUE INC60 shares0.00%2026-06-302026-07-09

URI UNITED RENTALS INC1 shares0.00%2026-06-302026-07-09

Sponsored

SPG SIMON PPTY GROUP INC NEW5 shares0.00%2026-06-302026-07-09

EIX EDISON INTL15 shares0.00%2026-06-302026-07-09

BIIB BIOGEN INC5 shares0.00%2026-06-302026-07-09

UPS UNITED PARCEL SVCS INC10 shares0.00%2026-06-302026-07-09

WBD WARNER BROS DISCOVERY INC40 shares0.00%2026-06-302026-07-09

LUV SOUTHWEST AIRLS CO20 shares0.00%2026-06-302026-07-09

EA ELECTRONIC ARTS INC5 shares0.00%2026-06-302026-07-09

J JACOBS SOLUTIONS INC8 shares0.00%2026-06-302026-07-09

Sponsored

TFC TRUIST FINL CORP20 shares0.00%2026-06-302026-07-09

TT TRANE TECHNOLOGIES PLC2 shares0.00%2026-06-302026-07-09

XLE SELECT SECTOR SPDR TR18 shares0.00%2026-06-302026-07-09

O REALTY INCOME CORP15 shares0.00%2026-06-302026-07-09

NKE NIKE INC22 shares0.00%2026-06-302026-07-09

GL GLOBE LIFE INC5 shares0.00%2026-06-302026-07-09

VTR VENTAS INC10 shares0.00%2026-06-302026-07-09

TNET TRINET GROUP INC18 shares0.00%2026-06-302026-07-09

Sponsored

IWN ISHARES TR4 shares0.00%2026-06-302026-07-09

NTRS NORTHERN TR CORP5 shares0.00%2026-06-302026-07-09

TMUS T-MOBILE US INC5 shares0.00%2026-06-302026-07-09

NMAX NEWSMAX INC100 shares0.00%2026-06-302026-07-09

HAS HASBRO INC10 shares0.00%2026-06-302026-07-09

XEL XCEL ENERGY INC10 shares0.00%2026-06-302026-07-09

ADSK AUTODESK INC4 shares0.00%2026-06-302026-07-09

SYF SYNCHRONY FINANCIAL10 shares0.00%2026-06-302026-07-09

Sponsored

MCK MCKESSON CORP1 shares0.00%2026-06-302026-07-09

WMB WILLIAMS COS INC10 shares0.00%2026-06-302026-07-09

CTSH COGNIZANT TECHNOLOGY SOLUTIO19 shares0.00%2026-06-302026-07-09

ALB ALBEMARLE CORP5 shares0.00%2026-06-302026-07-09

FREEPORT MCMORAN INC FREEPORT MCMORAN INC10 shares0.00%2026-06-302026-07-09

REGN REGENERON PHARMACEUTICALS1 shares0.00%2026-06-302026-07-09

ADOBE INC ADOBE INC3 shares0.00%2026-06-302026-07-09

AECOM AECOM8 shares0.00%2026-06-302026-07-09

Sponsored

BKR BAKER HUGHES COMPANY10 shares0.00%2026-06-302026-07-09

EQT EQT CORP10 shares0.00%2026-06-302026-07-09

APPLOVIN CORP APPLOVIN CORP1 shares0.00%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP1 shares0.00%2026-06-302026-07-09

LNC LINCOLN NATL CORP IND14 shares0.00%2026-06-302026-07-09

BSV VANGUARD BD INDEX FDS6 shares0.00%2026-06-302026-07-09

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC3 sharesnew addition2026-06-302026-07-09

ULTA BEAUTY INC ULTA BEAUTY INC1 shares0.00%2026-06-302026-07-09

Sponsored

EL LAUDER ESTEE COS INC5 shares0.00%2026-06-302026-07-09

XYZ BLOCK INC5 shares0.00%2026-06-302026-07-09

TECH BIO-TECHNE CORP5 shares0.00%2026-06-302026-07-09

HAL HALLIBURTON CO10 shares0.00%2026-06-302026-07-09

VLTO VERALTO CORP3 shares0.00%2026-06-302026-07-09

AMTM AMENTUM HOLDINGS INC8 shares0.00%2026-06-302026-07-09

VSNT VERSANT MEDIA GROUP INC3 shares0.00%2026-06-302026-07-09

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

Sponsored

DON

WISDOMTREE TR

0.33%

Shares284.2K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

-1.49%

Shares60.9K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

2.22%

Shares58.0K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

475.62%

Shares75.6K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

0.06%

Shares57.8K

Event2026-06-30

Filed2026-07-09

ISCG

ISHARES TR

-1.52%

Shares84.8K

Event2026-06-30

Filed2026-07-09

DES

WISDOMTREE TR

-3.40%

Shares124.2K

Event2026-06-30

Filed2026-07-09

MGK

VANGUARD WORLD FD

406.73%

Shares53.4K

Event2026-06-30

Filed2026-07-09

IQLT

ISHARES TR

-1.64%

Shares58.7K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

289.91%

Shares35.8K

Event2026-06-30

Filed2026-07-09

VGSH

VANGUARD SCOTTSDALE FDS

-6.29%

Shares43.6K

Event2026-06-30

Filed2026-07-09

EFAV

ISHARES TR

-4.83%

Shares28.7K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

2.58%

Shares74.6K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-1.19%

Shares36.0K

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

-5.42%

Shares22.0K

Event2026-06-30

Filed2026-07-09

IDV

ISHARES TR

-5.94%

Shares43.9K

Event2026-06-30

Filed2026-07-09

XMLV

INVESCO EXCH TRADED FD TR II

-10.29%

Shares26.4K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares55.7K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-1.27%

Shares5.1K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-09

IWS

ISHARES TR

-1.57%

Shares8.6K

Event2026-06-30

Filed2026-07-09

DLN

WISDOMTREE TR

-4.54%

Shares14.5K

Event2026-06-30

Filed2026-07-09

DGS

WISDOMTREE TR

-5.53%

Shares20.2K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-9.85%

Shares1.7K

Event2026-06-30

Filed2026-07-09

DVY

ISHARES TR

-7.02%

Shares8.0K

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD INDEX FDS

-2.98%

Shares3.2K

Event2026-06-30

Filed2026-07-09

EES

WISDOMTREE TR

-2.17%

Shares16.8K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

293.30%

Shares8.7K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

-8.11%

Shares28.3K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-09

SDY

SPDR SERIES TRUST

-2.69%

Shares5.1K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

2.21%

Shares19.7K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

-2.91%

Shares2.5K

Event2026-06-30

Filed2026-07-09

SPEM

SPDR INDEX SHS FDS

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-09

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-8.55%

Shares1.3K

Event2026-06-30

Filed2026-07-09

DOMINION ENERGY INC

0.76%

Shares4.8K

Event2026-06-30

Filed2026-07-09

VAW

VANGUARD WORLD FD

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

3M CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

-8.95%

Shares1.9K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

0.00%

Shares655

Event2026-06-30

Filed2026-07-09

DEM

WISDOMTREE TR

-12.01%

Shares4.5K

Event2026-06-30

Filed2026-07-09

MGV

VANGUARD WORLD FD

16.39%

Shares1.4K

Event2026-06-30

Filed2026-07-09

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

DSCO

DOUBLELINE ETF TRUST

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

0.00%

Shares170

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

0.00%

Shares453

Event2026-06-30

Filed2026-07-09

VTIP

VANGUARD MALVERN FDS

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

0.00%

Shares591

Event2026-06-30

Filed2026-07-09

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares199

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

0.00%

Shares106

Event2026-06-30

Filed2026-07-09

IJK

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

0.00%

Shares212

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

0.00%

Shares278

Event2026-06-30

Filed2026-07-09

GLXY

GALAXY DIGITAL INC.

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

SCHH

SCHWAB STRATEGIC TR

-0.54%

Shares4.4K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

0.00%

Shares285

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

0.00%

Shares124

Event2026-06-30

Filed2026-07-09

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares400

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

0.00%

Shares858

Event2026-06-30

Filed2026-07-09

PSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

0.00%

Shares556

Event2026-06-30

Filed2026-07-09

NUBD

NUSHARES ETF TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

0.00%

Shares636

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

0.00%

Shares191

Event2026-06-30

Filed2026-07-09

HDV

ISHARES TR

400.00%

Shares2.5K

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TR

0.00%

Shares610

Event2026-06-30

Filed2026-07-09

IJT

ISHARES TR

0.00%

Shares360

Event2026-06-30

Filed2026-07-09

DWM

WISDOMTREE TR

-5.63%

Shares855

Event2026-06-30

Filed2026-07-09

ALPS ETF TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

VDE

VANGUARD WORLD FD

0.00%

Shares399

Event2026-06-30

Filed2026-07-09

LQD

ISHARES TR

0.00%

Shares548

Event2026-06-30

Filed2026-07-09

MLPX

GLOBAL X FDS

0.00%

Shares782

Event2026-06-30

Filed2026-07-09

ILMN

ILLUMINA INC

0.00%

Shares298

Event2026-06-30

Filed2026-07-09

ITB

ISHARES TR

0.00%

Shares499

Event2026-06-30

Filed2026-07-09

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

VSGX

VANGUARD WORLD FD

0.00%

Shares622

Event2026-06-30

Filed2026-07-09

EBAY

EBAY INC.

0.22%

Shares452

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

0.76%

Shares266

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

0.00%

Shares154

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

0.00%

Shares100

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

0.00%

Shares80

Event2026-06-30

Filed2026-07-09

NUSHARES ETF TR

0.00%

Shares797

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

0.00%

Shares116

Event2026-06-30

Filed2026-07-09

IYY

ISHARES TR

0.00%

Shares168

Event2026-06-30

Filed2026-07-09

IMCG

ISHARES TR

0.00%

Shares305

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

0.00%

Shares84

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

0.00%

Shares402

Event2026-06-30

Filed2026-07-09

IGRO

ISHARES TR

0.00%

Shares316

Event2026-06-30

Filed2026-07-09

BROADCOM INC

0.00%

Shares73

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares805

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

900.00%

Shares90

Event2026-06-30

Filed2026-07-09

CCL

CARNIVAL CORP LTD

New

Shares878

Event2026-06-30

Filed2026-07-09

IBDS

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

IBDT

ISHARES TR

0.00%

Shares974

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

0.00%

Shares128

Event2026-06-30

Filed2026-07-09

EQR

EQUITY RESIDENTIAL

0.00%

Shares354

Event2026-06-30

Filed2026-07-09

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

RDVY

FIRST TR EXCHANGE TRADED FD

-5.00%

Shares285

Event2026-06-30

Filed2026-07-09

IGSB

ISHARES TR

0.00%

Shares440

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

0.00%

Shares70

Event2026-06-30

Filed2026-07-09

SBCF

SEACOAST BKG CORP FLA

0.59%

Shares681

Event2026-06-30

Filed2026-07-09

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares677

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares293

Event2026-06-30

Filed2026-07-09

IBDR

ISHARES TR

0.00%

Shares819

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

0.00%

Shares190

Event2026-06-30

Filed2026-07-09

CONSTELLATION BRANDS INC

0.00%

Shares129

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares34

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

0.00%

Shares66

Event2026-06-30

Filed2026-07-09

IHG

INTERCONTINENTAL HOTELS GROU

0.00%

Shares96

Event2026-06-30

Filed2026-07-09

TRANSMEDICS GROUP INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-09

NUMG

NUSHARES ETF TR

0.00%

Shares353

Event2026-06-30

Filed2026-07-09

EAGG

ISHARES TR

0.00%

Shares348

Event2026-06-30

Filed2026-07-09

ALL

ALLSTATE CORP

0.00%

Shares69

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.00%

Shares44

Event2026-06-30

Filed2026-07-09

XLC

SELECT SECTOR SPDR TR

0.00%

Shares147

Event2026-06-30

Filed2026-07-09

MFC

MANULIFE FINL CORP

0.00%

Shares386

Event2026-06-30

Filed2026-07-09

COWZ

PACER FDS TR

0.00%

Shares248

Event2026-06-30

Filed2026-07-09

XJH

ISHARES TR

0.00%

Shares288

Event2026-06-30

Filed2026-07-09

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares225

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

0.00%

Shares120

Event2026-06-30

Filed2026-07-09

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares700

Event2026-06-30

Filed2026-07-09

PYPL

PAYPAL HLDGS INC

0.33%

Shares308

Event2026-06-30

Filed2026-07-09

APOLLO GLOBAL MGMT INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-09

VTWG

VANGUARD SCOTTSDALE FDS

0.00%

Shares40

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

0.00%

Shares97

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP

0.00%

Shares64

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

ORACLE CORP

0.00%

Shares72

Event2026-06-30

Filed2026-07-09

SPDW

SPDR INDEX SHS FDS

0.00%

Shares202

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD INDEX FDS

0.00%

Shares38

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

0.00%

Shares18

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares247

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

0.00%

Shares9

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

0.00%

Shares337

Event2026-06-30

Filed2026-07-09

VST

VISTRA CORP

0.00%

Shares50

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares161

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP

0.00%

Shares73

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

0.00%

Shares81

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

0.00%

Shares43

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

-79.47%

Shares31

Event2026-06-30

Filed2026-07-09

SUSB

ISHARES TR

0.00%

Shares275

Event2026-06-30

Filed2026-07-09

HSBC

HSBC HLDGS PLC

0.00%

Shares70

Event2026-06-30

Filed2026-07-09

CIPHER DIGITAL INC

0.00%

Shares268

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

0.00%

Shares46

Event2026-06-30

Filed2026-07-09

VANGUARD SCOTTSDALE FDS

0.00%

Shares52

Event2026-06-30

Filed2026-07-09

DLTR

DOLLAR TREE INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

0.00%

Shares3

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW

0.00%

Shares47

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

0.00%

Shares45

Event2026-06-30

Filed2026-07-09

VISA INC

0.00%

Shares17

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

0.00%

Shares68

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

0.00%

Shares30

Event2026-06-30

Filed2026-07-09

E L F BEAUTY INC

0.00%

Shares70

Event2026-06-30

Filed2026-07-09

CHUBB LIMITED

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

ABBVIE INC

0.00%

Shares20

Event2026-06-30

Filed2026-07-09

OXY

OCCIDENTAL PETE CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

0.00%

Shares14

Event2026-06-30

Filed2026-07-09

CART

MAPLEBEAR INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-09

NVCR

NOVOCURE LTD

0.00%

Shares300

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

0.00%

Shares83

Event2026-06-30

Filed2026-07-09

STRATEGY INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-09

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares8

Event2026-06-30

Filed2026-07-09

FFIV

F5 INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

ALKS

ALKERMES PLC

0.00%

Shares75

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

0.00%

Shares20

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

0.00%

Shares40

Event2026-06-30

Filed2026-07-09

QUANTA SVCS INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-09

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-09

STAG

STAG INDUSTRIAL INC

0.00%

Shares90

Event2026-06-30

Filed2026-07-09

JOHNSON CONTROLS INTERNATION

0.00%

Shares23

Event2026-06-30

Filed2026-07-09

PCAR

PACCAR INC

0.00%

Shares28

Event2026-06-30

Filed2026-07-09

IREN

IREN LIMITED

0.00%

Shares70

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

TOL

TOLL BROTHERS INC

0.00%

Shares19

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

0.00%

Shares7

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

SQM

SOCIEDAD QUIMICA Y MINERA DE

0.00%

Shares40

Event2026-06-30

Filed2026-07-09

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares24

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

0.00%

Shares40

Event2026-06-30

Filed2026-07-09

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares76

Event2026-06-30

Filed2026-07-09

NVO

NOVO-NORDISK A S

0.00%

Shares54

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

0.00%

Shares20

Event2026-06-30

Filed2026-07-09

ADVANCED DRAIN SYS INC DEL

0.00%

Shares16

Event2026-06-30

Filed2026-07-09

PLUS

EPLUS INC

0.00%

Shares30

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-09

SOUN

SOUNDHOUND AI INC

0.00%

Shares385

Event2026-06-30

Filed2026-07-09

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

SPHY

SPDR SERIES TRUST

0.00%

Shares105

Event2026-06-30

Filed2026-07-09

CMCSA

COMCAST CORP NEW

0.00%

Shares98

Event2026-06-30

Filed2026-07-09

SOUTHERN CO

0.00%

Shares25

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares40

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

WELL

WELLTOWER INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

MCO

MOODYS CORP

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-09

FDX

FEDEX CORP

0.00%

Shares7

Event2026-06-30

Filed2026-07-09

BANK OF NY MELLON CORP

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

BOEING CO

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

PENN

PENN ENTERTAINMENT INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP

0.00%

Shares20

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares57

Event2026-06-30

Filed2026-07-09

COF

CAPITAL ONE FINL CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

0.00%

Shares47

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN CORP

0.00%

Shares2

Event2026-06-30

Filed2026-07-09

JBL

JABIL INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

DEERE & CO

0.00%

Shares3

Event2026-06-30

Filed2026-07-09

AVB

AVALONBAY CMNTYS INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

NEM

NEWMONT CORP

0.00%

Shares20

Event2026-06-30

Filed2026-07-09

AT&T INC

0.00%

Shares90

Event2026-06-30

Filed2026-07-09

MAR

MARRIOTT INTL INC NEW

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-09

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

STT

STATE STR CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-09

S&P GLOBAL INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-09

COP

CONOCOPHILLIPS

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

AKAMAI TECHNOLOGIES INC

0.00%

Shares13

Event2026-06-30

Filed2026-07-09

NDSN

NORDSON CORP

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

WEYERHAEUSER CO

0.00%

Shares61

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP

0.00%

Shares30

Event2026-06-30

Filed2026-07-09

NXP SEMICONDUCTORS N V

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

DAL

DELTA AIR LINES INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

ECL

ECOLAB INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

MICROCHIP TECHNOLOGY INC.

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

CTAS

CINTAS CORP

0.00%

Shares8

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-09

ROP

ROPER TECHNOLOGIES INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-09

WAB

WABTEC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

TDG

TRANSDIGM GROUP INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

TGT

TARGET CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

APA CORPORATION

0.00%

Shares40

Event2026-06-30

Filed2026-07-09

VLO

VALERO ENERGY CORP

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

CNC

CENTENE CORP DEL

0.00%

Shares20

Event2026-06-30

Filed2026-07-09

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares30

Event2026-06-30

Filed2026-07-09

EXPE

EXPEDIA GROUP INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

MPC

MARATHON PETE CORP

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

MTD

METTLER TOLEDO INTERNATIONAL

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

FORD MTR CO

0.00%

Shares90

Event2026-06-30

Filed2026-07-09

ACCENTURE PLC IRELAND

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

RALPH LAUREN CORP

0.00%

Shares3

Event2026-06-30

Filed2026-07-09

HCA

HCA HEALTHCARE INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-09

GENERAL MTRS CO

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

DOLLAR GEN CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

ETR

ENTERGY CORP NEW

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

KVUE

KENVUE INC

0.00%

Shares60

Event2026-06-30

Filed2026-07-09

URI

UNITED RENTALS INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

EIX

EDISON INTL

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

BIIB

BIOGEN INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

UPS

UNITED PARCEL SVCS INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-09

LUV

SOUTHWEST AIRLS CO

0.00%

Shares20

Event2026-06-30

Filed2026-07-09

ELECTRONIC ARTS INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

JACOBS SOLUTIONS INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-09

TFC

TRUIST FINL CORP

0.00%

Shares20

Event2026-06-30

Filed2026-07-09

TRANE TECHNOLOGIES PLC

0.00%

Shares2

Event2026-06-30

Filed2026-07-09

XLE

SELECT SECTOR SPDR TR

0.00%

Shares18

Event2026-06-30

Filed2026-07-09

REALTY INCOME CORP

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

NKE

NIKE INC

0.00%

Shares22

Event2026-06-30

Filed2026-07-09

GLOBE LIFE INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

VTR

VENTAS INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

TNET

TRINET GROUP INC

0.00%

Shares18

Event2026-06-30

Filed2026-07-09

IWN

ISHARES TR

0.00%

Shares4

Event2026-06-30

Filed2026-07-09

NTRS

NORTHERN TR CORP

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

TMUS

T-MOBILE US INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

NMAX

NEWSMAX INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-09

HAS

HASBRO INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

XEL

XCEL ENERGY INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

ADSK

AUTODESK INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-09

SYF

SYNCHRONY FINANCIAL

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

MCK

MCKESSON CORP

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

WMB

WILLIAMS COS INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

0.00%

Shares19

Event2026-06-30

Filed2026-07-09

ALB

ALBEMARLE CORP

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

FREEPORT MCMORAN INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

ADOBE INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-09

AECOM

0.00%

Shares8

Event2026-06-30

Filed2026-07-09

BKR

BAKER HUGHES COMPANY

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

EQT

EQT CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

APPLOVIN CORP

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

LNC

LINCOLN NATL CORP IND

0.00%

Shares14

Event2026-06-30

Filed2026-07-09

BSV

VANGUARD BD INDEX FDS

0.00%

Shares6

Event2026-06-30

Filed2026-07-09

FEDEX FGHT HLDG CO INC

New

Shares3

Event2026-06-30

Filed2026-07-09

ULTA BEAUTY INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

LAUDER ESTEE COS INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

XYZ

BLOCK INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

TECH

BIO-TECHNE CORP

0.00%

Shares5

Event2026-06-30

Filed2026-07-09

HAL

HALLIBURTON CO

0.00%

Shares10

Event2026-06-30

Filed2026-07-09

VLTO

VERALTO CORP

0.00%

Shares3

Event2026-06-30

Filed2026-07-09

AMTM

AMENTUM HOLDINGS INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-09

VSNT

VERSANT MEDIA GROUP INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-09

JBLU

JETBLUE AIRWAYS CORP

0.00%

Shares15

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available