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The Analysis of Thrive Wealth Management, LLC's Holdings & P&L

Currently, Thrive Wealth Management, LLC holds 254 types of securities in its portfolio with a total value $777.1M. In the most recent quarter, they have increased their positions in VUG (+161.7K shares, valued at $13.9M), INTF (+167.1K shares, valued at $6.8M), SCHG (+112.8K shares, valued at $3.8M); decreased their positions in GOOG (-1.3K shares, valued at $452.3K), ET (-23.0K shares, valued at $439.7K), PBA (-8.1K shares, valued at $375.0K); initiated new positions in N/A (+9.0K shares, valued at $2.3M), SNDK (+222 shares, valued at $505.3K), MRVL (+1.6K shares, valued at $471.9K).

1M P&L

+5.9M+0.85%

3M P&L

+17.7M+2.61%

HY P&L

-44.8M-6.05%

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/A559.2M

79.0%

2Consumer Electronics16.8M

2.4%

3Internet Content & Information14.3M

2.0%

Top Industries by Stock Count

1N/A70 stocks

32.6%

2Semiconductors10 stocks

4.7%

3Utilities - Regulated Electric6 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS869.1K shares0.86%2026-06-302026-07-07

SCHG SCHWAB STRATEGIC TR5.4M shares2.12%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T32.6K shares0.44%2026-06-302026-07-07

INTF ISHARES TR509.3K shares48.84%2026-06-302026-07-07

AAPL APPLE INC58.1K shares1.94%2026-06-302026-07-07

VUG VANGUARD INDEX FDS193.9K shares502.54%2026-06-302026-07-07

MDY STATE STR SPDR S&P MIDCAP 4018.0K shares1.36%2026-06-302026-07-07

VOO VANGUARD INDEX FDS16.6K shares0.43%2026-06-302026-07-07

Sponsored

SCHF SCHWAB STRATEGIC TR384.0K shares4.68%2026-06-302026-07-07

VB VANGUARD INDEX FDS34.5K shares1.49%2026-06-302026-07-07

VONE VANGUARD SCOTTSDALE FDS30.6K shares-1.85%2026-06-302026-07-07

SCHV SCHWAB STRATEGIC TR294.5K shares2.06%2026-06-302026-07-07

GOOG ALPHABET INC26.0K shares-4.69%2026-06-302026-07-07

NVDA NVIDIA CORPORATION42.3K shares-1.45%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS20.3K shares2.75%2026-06-302026-07-07

MSFT MICROSOFT CORP19.8K shares0.53%2026-06-302026-07-07

Sponsored

SEIC SEI INVTS CO73.9K shares-3.70%2026-06-302026-07-07

VWO VANGUARD INTL EQUITY INDEX F104.5K shares-0.65%2026-06-302026-07-07

AMZN AMAZON COM INC26.1K shares3.32%2026-06-302026-07-07

SCHX SCHWAB STRATEGIC TR206.4K shares-0.59%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON22.5K shares-1.54%2026-06-302026-07-07

MUB ISHARES TR48.0K shares23.81%2026-06-302026-07-07

GOOGL ALPHABET INC14.2K shares1.28%2026-06-302026-07-07

ISHARES TR ISHARES TR6.6K shares1.13%2026-06-302026-07-07

Sponsored

EFA ISHARES TR44.5K shares6.43%2026-06-302026-07-07

IQLT ISHARES TR91.0K shares0.26%2026-06-302026-07-07

SCHB SCHWAB STRATEGIC TR135.7K shares2.89%2026-06-302026-07-07

CGMU CAPITAL GRP FIXED INCM ETF T129.1K shares4.39%2026-06-302026-07-07

VEA VANGUARD TAX-MANAGED FDS44.9K shares1.09%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL6.4K shares-2.36%2026-06-302026-07-07

IEMG ISHARES INC36.6K shares1.61%2026-06-302026-07-07

QUAL ISHARES TR13.6K shares-1.59%2026-06-302026-07-07

Sponsored

LOAR LOAR HOLDINGS INC35.8K shares-0.68%2026-06-302026-07-07

VISA INC VISA INC8.2K shares-0.97%2026-06-302026-07-07

IWF ISHARES TR20.2K shares458.85%2026-06-302026-07-07

IJR ISHARES TR16.9K shares1.55%2026-06-302026-07-07

BROADCOM INC BROADCOM INC6.6K shares3.11%2026-06-302026-07-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.5K shares0.01%2026-06-302026-07-07

TSLA TESLA INC5.8K shares3.36%2026-06-302026-07-07

IBM INTERNATIONAL BUSINESS MACHS8.4K shares-1.08%2026-06-302026-07-07

Sponsored

MRK MERCK & CO INC18.1K shares2.53%2026-06-302026-07-07

SNOWFLAKE INC SNOWFLAKE INC9.0K sharesnew addition2026-06-302026-07-07

CAT CATERPILLAR INC2.1K shares-0.88%2026-06-302026-07-07

HMOP HARTFORD FDS EXCHANGE TRADED55.6K shares27.12%2026-06-302026-07-07

PG PROCTER & GAMBLE CO13.3K shares-0.57%2026-06-302026-07-07

SCHD SCHWAB STRATEGIC TR59.8K shares13.39%2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC15.8K shares-5.15%2026-06-302026-07-07

META PLATFORMS INC META PLATFORMS INC3.3K shares-7.13%2026-06-302026-07-07

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.6K shares5.46%2026-06-302026-07-07

HYMB SPDR SERIES TRUST71.2K shares2.40%2026-06-302026-07-07

ORACLE CORP ORACLE CORP12.2K shares-13.40%2026-06-302026-07-07

LRCX LAM RESEARCH CORP4.0K shares-2.29%2026-06-302026-07-07

LMT LOCKHEED MARTIN CORP3.4K shares16.39%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP12.5K shares-6.26%2026-06-302026-07-07

SCHM SCHWAB STRATEGIC TR45.1K shares-0.45%2026-06-302026-07-07

IWD ISHARES TR6.3K shares3.17%2026-06-302026-07-07

Sponsored

LLY ELI LILLY & CO1.3K shares5.29%2026-06-302026-07-07

ABBVIE INC ABBVIE INC5.7K shares-4.28%2026-06-302026-07-07

CGHM CAPITAL GRP FIXED INCM ETF T54.6K shares21.20%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC2.4K shares0.51%2026-06-302026-07-07

VBIL VANGUARD INSTL INDEX FD18.2K shares-0.55%2026-06-302026-07-07

TJX TJX COS INC NEW8.8K shares-1.19%2026-06-302026-07-07

IVW ISHARES TR9.6K shares-1.25%2026-06-302026-07-07

IJH ISHARES TR17.1K shares-0.07%2026-06-302026-07-07

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.8K shares-1.04%2026-06-302026-07-07

PM PHILIP MORRIS INTL INC6.9K shares0.63%2026-06-302026-07-07

VYM VANGUARD WHITEHALL FDS7.8K shares-0.46%2026-06-302026-07-07

CVX CHEVRON CORPORATION7.1K shares-8.18%2026-06-302026-07-07

AMGN AMGEN INC3.2K shares-0.86%2026-06-302026-07-07

QQQ INVESCO QQQ TR1.6K shares30.08%2026-06-302026-07-07

KO COCA COLA CO13.9K shares-2.02%2026-06-302026-07-07

PYLD PIMCO ETF TR42.5K shares14.64%2026-06-302026-07-07

Sponsored

TMO THERMO FISHER SCIENTIFIC INC2.3K shares-11.49%2026-06-302026-07-07

MCK MCKESSON CORP1.5K shares-0.34%2026-06-302026-07-07

LIN LINDE PLC2.1K shares-2.23%2026-06-302026-07-07

FTNT FORTINET INC7.1K shares-6.23%2026-06-302026-07-07

C CITIGROUP INC7.5K shares-6.38%2026-06-302026-07-07

IWM ISHARES TR3.3K shares-4.43%2026-06-302026-07-07

HD HOME DEPOT INC2.8K shares-4.66%2026-06-302026-07-07

CRM SALESFORCE INC6.1K shares-9.63%2026-06-302026-07-07

Sponsored

ITOT ISHARES TR5.5K shares-0.63%2026-06-302026-07-07

INTC INTEL CORP6.4K shares-4.38%2026-06-302026-07-07

UNP UNION PAC CORP3.2K shares-13.77%2026-06-302026-07-07

VIG VANGUARD SPECIALIZED FUNDS3.7K shares-1.14%2026-06-302026-07-07

MCD MCDONALDS CORP3.2K shares-1.21%2026-06-302026-07-07

ECL ECOLAB INC3.1K shares-1.99%2026-06-302026-07-07

S&P GLOBAL INC S&P GLOBAL INC2.1K shares-5.79%2026-06-302026-07-07

APH AMPHENOL CORP4.7K shares-22.23%2026-06-302026-07-07

Sponsored

RTX CORPORATION RTX CORPORATION4.4K shares-1.89%2026-06-302026-07-07

WFC WELLS FARGO & CO9.9K shares-6.26%2026-06-302026-07-07

MU MICRON TECHNOLOGY INC706 shares3.52%2026-06-302026-07-07

DUK DUKE ENERGY CORP NEW6.3K shares-22.18%2026-06-302026-07-07

VCSH VANGUARD SCOTTSDALE FDS10.1K shares269.32%2026-06-302026-07-07

PNC PNC FINL SVCS GROUP INC3.2K shares-31.89%2026-06-302026-07-07

VRSN VERISIGN INC3.1K shares-3.08%2026-06-302026-07-07

WMT WALMART INC6.9K shares5.24%2026-06-302026-07-07

Sponsored

DHR DANAHER CORP DEL4.0K shares-6.49%2026-06-302026-07-07

VTES VANGUARD WELLINGTON FD7.5K shares11.16%2026-06-302026-07-07

DGRW WISDOMTREE TR7.9K shares6.61%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION795 shares-1.24%2026-06-302026-07-07

PBA PEMBINA PIPELINE CORP15.3K shares-34.62%2026-06-302026-07-07

PFE PFIZER INC28.7K shares-1.79%2026-06-302026-07-07

GS GOLDMAN SACHS GROUP INC675 shares1.96%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.6K shares-0.37%2026-06-302026-07-07

Sponsored

CMI CUMMINS INC943 shares0.00%2026-06-302026-07-07

IBKR INTERACTIVE BROKERS GROUP IN7.7K shares-8.55%2026-06-302026-07-07

BAC BANK OF AMER CORP11.7K shares-3.48%2026-06-302026-07-07

AVDE AMERICAN CENTY ETF TR7.4K shares0.00%2026-06-302026-07-07

AXP AMERICAN EXPRESS CO1.9K shares-2.70%2026-06-302026-07-07

GD GENERAL DYNAMICS CORP1.8K shares-4.28%2026-06-302026-07-07

VRSK VERISK ANALYTICS INC3.6K shares20.57%2026-06-302026-07-07

ISHARES TR ISHARES TR6.5K shares0.25%2026-06-302026-07-07

Sponsored

T AT&T INC31.2K shares1.27%2026-06-302026-07-07

VZ VERIZON COMMUNICATIONS INC15.0K shares-4.76%2026-06-302026-07-07

EEM ISHARES TR9.3K shares0.04%2026-06-302026-07-07

SCHA SCHWAB STRATEGIC TR16.7K shares-5.18%2026-06-302026-07-07

SCHE SCHWAB STRATEGIC TR16.4K shares57.72%2026-06-302026-07-07

XYL XYLEM INC5.0K shares2.11%2026-06-302026-07-07

LNT ALLIANT ENERGY CORP7.8K shares-0.99%2026-06-302026-07-07

ETR ENTERGY CORP NEW5.1K shares-1.61%2026-06-302026-07-07

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.8K shares-17.78%2026-06-302026-07-07

APD AIR PRODUCTS AND CHEMICALS I1.9K shares-1.40%2026-06-302026-07-07

VO VANGUARD INDEX FDS6.8K shares307.33%2026-06-302026-07-07

GE GE AEROSPACE1.5K shares4.28%2026-06-302026-07-07

NEXTERA ENERGY INC NEXTERA ENERGY INC6.1K shares-2.33%2026-06-302026-07-07

GLW CORNING INC2.1K shares-6.07%2026-06-302026-07-07

SOUTHERN CO SOUTHERN CO5.5K shares-1.56%2026-06-302026-07-07

PEP PEPSICO INC3.9K shares-0.54%2026-06-302026-07-07

Sponsored

MS MORGAN STANLEY2.5K shares-3.98%2026-06-302026-07-07

IXUS ISHARES TR5.4K shares10.04%2026-06-302026-07-07

SNDK SANDISK CORP222 sharesnew addition2026-06-302026-07-07

WEC WEC ENERGY GROUP INC4.3K shares-0.21%2026-06-302026-07-07

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares6.97%2026-06-302026-07-07

ISHARES TR ISHARES TR5.1K shares-8.04%2026-06-302026-07-07

VT VANGUARD INTL EQUITY INDEX F3.1K shares-24.83%2026-06-302026-07-07

DVY ISHARES TR3.1K shares0.13%2026-06-302026-07-07

Sponsored

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.7K shares-1.75%2026-06-302026-07-07

MRVL MARVELL TECHNOLOGY INC1.6K sharesnew addition2026-06-302026-07-07

PANW PALO ALTO NETWORKS INC1.4K shares-4.24%2026-06-302026-07-07

ET ENERGY TRANSFER L P24.1K shares-48.84%2026-06-302026-07-07

GEV GE VERNOVA INC387 shares2.38%2026-06-302026-07-07

TDY TELEDYNE TECHNOLOGIES INC680 shares0.89%2026-06-302026-07-07

NETFLIX INC. NETFLIX INC.6.3K shares-7.68%2026-06-302026-07-07

IGV ISHARES TR4.9K shares0.00%2026-06-302026-07-07

Sponsored

QCOM QUALCOMM INC2.4K shares-3.76%2026-06-302026-07-07

ZWS ZURN ELKAY WATER SOLNS CORP8.7K shares5.88%2026-06-302026-07-07

ASTRAZENECA PLC ASTRAZENECA PLC2.3K sharesnew addition2026-06-302026-07-07

WRB BERKLEY W R CORP6.1K shares0.36%2026-06-302026-07-07

HEDJ WISDOMTREE TR7.5K shares1.73%2026-06-302026-07-07

SMH VANECK ETF TRUST634 shares0.63%2026-06-302026-07-07

RBLX ROBLOX CORP7.5K shares-3.48%2026-06-302026-07-07

ULS UL SOLUTIONS INC3.9K shares17.24%2026-06-302026-07-07

Sponsored

NDSN NORDSON CORP1.3K shares1.38%2026-06-302026-07-07

VBK VANGUARD INDEX FDS1.1K shares-5.91%2026-06-302026-07-07

MMC MARSH & MCLENNAN COS INC2.3K shares-4.47%2026-06-302026-07-07

DE DEERE & CO610 shares-8.68%2026-06-302026-07-07

BE BLOOM ENERGY CORP1.2K shares-23.57%2026-06-302026-07-07

DIS DISNEY WALT CO3.7K shares-6.33%2026-06-302026-07-07

VBR VANGUARD INDEX FDS1.5K shares-2.33%2026-06-302026-07-07

ARAMARK ARAMARK6.3K shares-0.16%2026-06-302026-07-07

Sponsored

UPS UNITED PARCEL SVCS INC3.3K shares6.01%2026-06-302026-07-07

TXN TEXAS INSTRS INC1.2K shares-1.66%2026-06-302026-07-07

AMT AMERICAN TOWER CORP2.2K shares-6.20%2026-06-302026-07-07

SBUX STARBUCKS CORP3.4K shares-2.99%2026-06-302026-07-07

ETN EATON CORP PLC819 shares-5.65%2026-06-302026-07-07

BND VANGUARD BD INDEX FDS4.7K shares1.22%2026-06-302026-07-07

SOFI SOFI TECHNOLOGIES INC19.3K shares-9.21%2026-06-302026-07-07

WFC-PL WELLS FARGO & CO299 shares0.00%2026-06-302026-07-07

Sponsored

PPL CORP PPL CORP9.4K shares6.91%2026-06-302026-07-07

KLAC KLA CORP1.1K sharesnew addition2026-06-302026-07-07

CEG CONSTELLATION ENERGY CORP1.3K shares-6.33%2026-06-302026-07-07

ASML ASML HLDG NV164 shares-3.53%2026-06-302026-07-07

LII LENNOX INTL INC567 shares22.20%2026-06-302026-07-07

MO ALTRIA GROUP INC4.5K shares7.16%2026-06-302026-07-07

CCJ CAMECO CORP3.2K sharesnew addition2026-06-302026-07-07

DG DOLLAR GEN CORP2.8K shares-2.70%2026-06-302026-07-07

Sponsored

SAIA SAIA INC759 shares1.34%2026-06-302026-07-07

BK BANK OF NY MELLON CORP2.2K shares-4.84%2026-06-302026-07-07

IWB ISHARES TR775 shares14.81%2026-06-302026-07-07

SPEM SPDR INDEX SHS FDS6.1K shares0.02%2026-06-302026-07-07

GSK PLC GSK PLC6.0K shares0.00%2026-06-302026-07-07

ADI ANALOG DEVICES INC783 shares-0.63%2026-06-302026-07-07

EMR EMERSON ELEC CO2.2K shares-1.05%2026-06-302026-07-07

GLD SPDR GOLD TR840 shares-4.00%2026-06-302026-07-07

Sponsored

LPLA LPL FINL HLDGS INC1.1K shares-0.09%2026-06-302026-07-07

ALLEGION PLC ALLEGION PLC2.2K shares-4.90%2026-06-302026-07-07

IVE ISHARES TR1.3K shares-3.86%2026-06-302026-07-07

COP CONOCOPHILLIPS2.9K shares7.76%2026-06-302026-07-07

EXC EXELON CORP6.4K shares-0.74%2026-06-302026-07-07

SCHW SCHWAB CHARLES CORP3.2K shares-6.03%2026-06-302026-07-07

BSX BOSTON SCIENTIFIC CORP7.0K shares-7.20%2026-06-302026-07-07

ICE INTERCONTINENTAL EXCHANGE IN2.4K shares-7.03%2026-06-302026-07-07

Sponsored

MEDTRONIC PLC MEDTRONIC PLC3.7K shares-15.35%2026-06-302026-07-07

AVEM AMERICAN CENTY ETF TR3.0K shares0.00%2026-06-302026-07-07

IWR ISHARES TR2.6K shares0.04%2026-06-302026-07-07

ALAB ASTERA LABS INC601 sharesnew addition2026-06-302026-07-07

BBMC J P MORGAN EXCHANGE TRADED F2.3K shares0.00%2026-06-302026-07-07

SDY SPDR SERIES TRUST1.9K shares0.16%2026-06-302026-07-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC374 sharesnew addition2026-06-302026-07-07

BEAM BEAM THERAPEUTICS INC8.2K sharesnew addition2026-06-302026-07-07

Sponsored

WSO WATSCO INC673 shares-0.44%2026-06-302026-07-07

PRU PRUDENTIAL FINL INC2.5K shares-11.12%2026-06-302026-07-07

DUHP DIMENSIONAL ETF TRUST6.5K shares0.00%2026-06-302026-07-07

BAM BROOKFIELD ASSET MANAGMT LTD6.0K sharesnew addition2026-06-302026-07-07

LOW LOWES COS INC1.2K shares-3.66%2026-06-302026-07-07

EPD ENTERPRISE PRODS PARTNERS L7.2K shares0.00%2026-06-302026-07-07

ES EVERSOURCE ENERGY3.6K shares-12.32%2026-06-302026-07-07

COHR COHERENT CORP666 sharesnew addition2026-06-302026-07-07

Sponsored

RIO RIO TINTO PLC2.8K shares-0.07%2026-06-302026-07-07

BIL SPDR SERIES TRUST2.9K sharesnew addition2026-06-302026-07-07

CVS CVS HEALTH CORP2.5K sharesnew addition2026-06-302026-07-07

CHUBB LIMITED CHUBB LIMITED764 shares-3.78%2026-06-302026-07-07

EBAY EBAY INC.2.3K shares-2.15%2026-06-302026-07-07

BLK BLACKROCK INC260 shares-4.41%2026-06-302026-07-07

WDC WESTERN DIGITAL CORP386 sharesnew addition2026-06-302026-07-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC737 shares-2.51%2026-06-302026-07-07

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.1K shares3.53%2026-06-302026-07-07

INTA INTAPP INC9.6K sharesnew addition2026-06-302026-07-07

STLD STEEL DYNAMICS INC1.1K sharesnew addition2026-06-302026-07-07

BLLN BILLIONTOONE INC2.0K sharesnew addition2026-06-302026-07-07

ABT ABBOTT LABORATORIES2.6K shares-19.37%2026-06-302026-07-07

AMDL GRANITESHARES ETF TR2.9K sharesnew addition2026-06-302026-07-07

PH PARKER-HANNIFIN CORP241 shares-1.63%2026-06-302026-07-07

FIX COMFORT SYS USA INC118 sharesnew addition2026-06-302026-07-07

Sponsored

SMPL SIMPLY GOOD FOODS CO17.6K sharesnew addition2026-06-302026-07-07

TER TERADYNE INC468 sharesnew addition2026-06-302026-07-07

COR CENCORA INC800 shares-2.44%2026-06-302026-07-07

VOYA VOYA FINANCIAL INC2.5K sharesnew addition2026-06-302026-07-07

CMCSA COMCAST CORP NEW9.0K shares-11.27%2026-06-302026-07-07

GDV GABELLI DIVID & INCOME TR7.5K shares0.00%2026-06-302026-07-07

BA BOEING CO1.0K sharesnew addition2026-06-302026-07-07

CME CME GROUP INC996 shares-35.32%2026-06-302026-07-07

Sponsored

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC1.6K sharesnew addition2026-06-302026-07-07

CI THE CIGNA GROUP787 shares4.10%2026-06-302026-07-07

VEU VANGUARD INTL EQUITY INDEX F2.6K sharesnew addition2026-06-302026-07-07

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-07

PSA PUBLIC STORAGE673 sharesnew addition2026-06-302026-07-07

APPLOVIN CORP APPLOVIN CORP415 sharesnew addition2026-06-302026-07-07

AFL AFLAC INC1.8K sharesnew addition2026-06-302026-07-07

EFX EQUIFAX INC1.3K shares-30.68%2026-06-302026-07-07

Sponsored

RKLB ROCKET LAB CORP2.0K sharesnew addition2026-06-302026-07-07

IJT ISHARES TR1.1K sharesnew addition2026-06-302026-07-07

ROL ROLLINS INC4.9K shares-17.44%2026-06-302026-07-07

COIN COINBASE GLOBAL INC1.4K shares-9.67%2026-06-302026-07-07

PRF INVESCO EXCHANGE TRADED FD T3.8K sharesnew addition2026-06-302026-07-07

UBER UBER TECHNOLOGIES INC2.8K shares-2.37%2026-06-302026-07-07

QUANTA SVCS INC QUANTA SVCS INC279 sharesnew addition2026-06-302026-07-07

BJ BJS WHSL CLUB HLDGS INC2.3K shares-7.38%2026-06-302026-07-07

Sponsored

AGH AUREUS GREENWAY HLDGS INC30.0K shares0.00%2026-06-302026-07-07

EDIT EDITAS MEDICINE INC33.5K shares0.00%2026-06-302026-07-07

ONDS ONDAS INC13.0K shares-0.18%2026-06-302026-07-07

SERVICENOW INC SERVICENOW INC936 sharesnew addition2026-06-302026-07-07

CRBU CARIBOU BIOSCIENCES INC32.0K shares0.00%2026-06-302026-07-07

OABI OMNIAB INC18.0K shares4.43%2026-06-302026-07-07

VTV

VANGUARD INDEX FDS

0.86%

Shares869.1K

Event2026-06-30

Filed2026-07-07

SCHG

SCHWAB STRATEGIC TR

2.12%

Shares5.4M

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

0.44%

Shares32.6K

Event2026-06-30

Filed2026-07-07

INTF

ISHARES TR

48.84%

Shares509.3K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

1.94%

Shares58.1K

Event2026-06-30

Filed2026-07-07

VUG

VANGUARD INDEX FDS

502.54%

Shares193.9K

Event2026-06-30

Filed2026-07-07

MDY

STATE STR SPDR S&P MIDCAP 40

1.36%

Shares18.0K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

0.43%

Shares16.6K

Event2026-06-30

Filed2026-07-07

SCHF

SCHWAB STRATEGIC TR

4.68%

Shares384.0K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

1.49%

Shares34.5K

Event2026-06-30

Filed2026-07-07

VONE

VANGUARD SCOTTSDALE FDS

-1.85%

Shares30.6K

Event2026-06-30

Filed2026-07-07

SCHV

SCHWAB STRATEGIC TR

2.06%

Shares294.5K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

-4.69%

Shares26.0K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

-1.45%

Shares42.3K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

2.75%

Shares20.3K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

0.53%

Shares19.8K

Event2026-06-30

Filed2026-07-07

SEIC

SEI INVTS CO

-3.70%

Shares73.9K

Event2026-06-30

Filed2026-07-07

VWO

VANGUARD INTL EQUITY INDEX F

-0.65%

Shares104.5K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

3.32%

Shares26.1K

Event2026-06-30

Filed2026-07-07

SCHX

SCHWAB STRATEGIC TR

-0.59%

Shares206.4K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

-1.54%

Shares22.5K

Event2026-06-30

Filed2026-07-07

MUB

ISHARES TR

23.81%

Shares48.0K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

1.28%

Shares14.2K

Event2026-06-30

Filed2026-07-07

ISHARES TR

1.13%

Shares6.6K

Event2026-06-30

Filed2026-07-07

EFA

ISHARES TR

6.43%

Shares44.5K

Event2026-06-30

Filed2026-07-07

IQLT

ISHARES TR

0.26%

Shares91.0K

Event2026-06-30

Filed2026-07-07

SCHB

SCHWAB STRATEGIC TR

2.89%

Shares135.7K

Event2026-06-30

Filed2026-07-07

CGMU

CAPITAL GRP FIXED INCM ETF T

4.39%

Shares129.1K

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD TAX-MANAGED FDS

1.09%

Shares44.9K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.36%

Shares6.4K

Event2026-06-30

Filed2026-07-07

IEMG

ISHARES INC

1.61%

Shares36.6K

Event2026-06-30

Filed2026-07-07

QUAL

ISHARES TR

-1.59%

Shares13.6K

Event2026-06-30

Filed2026-07-07

LOAR

LOAR HOLDINGS INC

-0.68%

Shares35.8K

Event2026-06-30

Filed2026-07-07

VISA INC

-0.97%

Shares8.2K

Event2026-06-30

Filed2026-07-07

IWF

ISHARES TR

458.85%

Shares20.2K

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

1.55%

Shares16.9K

Event2026-06-30

Filed2026-07-07

BROADCOM INC

3.11%

Shares6.6K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

0.01%

Shares7.5K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

3.36%

Shares5.8K

Event2026-06-30

Filed2026-07-07

IBM

INTERNATIONAL BUSINESS MACHS

-1.08%

Shares8.4K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

2.53%

Shares18.1K

Event2026-06-30

Filed2026-07-07

SNOWFLAKE INC

New

Shares9.0K

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

-0.88%

Shares2.1K

Event2026-06-30

Filed2026-07-07

HMOP

HARTFORD FDS EXCHANGE TRADED

27.12%

Shares55.6K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

-0.57%

Shares13.3K

Event2026-06-30

Filed2026-07-07

SCHD

SCHWAB STRATEGIC TR

13.39%

Shares59.8K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

-5.15%

Shares15.8K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

-7.13%

Shares3.3K

Event2026-06-30

Filed2026-07-07

MASTERCARD INCORPORATED

5.46%

Shares3.6K

Event2026-06-30

Filed2026-07-07

HYMB

SPDR SERIES TRUST

2.40%

Shares71.2K

Event2026-06-30

Filed2026-07-07

ORACLE CORP

-13.40%

Shares12.2K

Event2026-06-30

Filed2026-07-07

LRCX

LAM RESEARCH CORP

-2.29%

Shares4.0K

Event2026-06-30

Filed2026-07-07

LMT

LOCKHEED MARTIN CORP

16.39%

Shares3.4K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

-6.26%

Shares12.5K

Event2026-06-30

Filed2026-07-07

SCHM

SCHWAB STRATEGIC TR

-0.45%

Shares45.1K

Event2026-06-30

Filed2026-07-07

IWD

ISHARES TR

3.17%

Shares6.3K

Event2026-06-30

Filed2026-07-07

LLY

ELI LILLY & CO

5.29%

Shares1.3K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

-4.28%

Shares5.7K

Event2026-06-30

Filed2026-07-07

CGHM

CAPITAL GRP FIXED INCM ETF T

21.20%

Shares54.6K

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

0.51%

Shares2.4K

Event2026-06-30

Filed2026-07-07

VBIL

VANGUARD INSTL INDEX FD

-0.55%

Shares18.2K

Event2026-06-30

Filed2026-07-07

TJX

TJX COS INC NEW

-1.19%

Shares8.8K

Event2026-06-30

Filed2026-07-07

IVW

ISHARES TR

-1.25%

Shares9.6K

Event2026-06-30

Filed2026-07-07

IJH

ISHARES TR

-0.07%

Shares17.1K

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

-1.04%

Shares1.8K

Event2026-06-30

Filed2026-07-07

PHILIP MORRIS INTL INC

0.63%

Shares6.9K

Event2026-06-30

Filed2026-07-07

VYM

VANGUARD WHITEHALL FDS

-0.46%

Shares7.8K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

-8.18%

Shares7.1K

Event2026-06-30

Filed2026-07-07

AMGN

AMGEN INC

-0.86%

Shares3.2K

Event2026-06-30

Filed2026-07-07

QQQ

INVESCO QQQ TR

30.08%

Shares1.6K

Event2026-06-30

Filed2026-07-07

COCA COLA CO

-2.02%

Shares13.9K

Event2026-06-30

Filed2026-07-07

PYLD

PIMCO ETF TR

14.64%

Shares42.5K

Event2026-06-30

Filed2026-07-07

TMO

THERMO FISHER SCIENTIFIC INC

-11.49%

Shares2.3K

Event2026-06-30

Filed2026-07-07

MCK

MCKESSON CORP

-0.34%

Shares1.5K

Event2026-06-30

Filed2026-07-07

LIN

LINDE PLC

-2.23%

Shares2.1K

Event2026-06-30

Filed2026-07-07

FTNT

FORTINET INC

-6.23%

Shares7.1K

Event2026-06-30

Filed2026-07-07

CITIGROUP INC

-6.38%

Shares7.5K

Event2026-06-30

Filed2026-07-07

IWM

ISHARES TR

-4.43%

Shares3.3K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

-4.66%

Shares2.8K

Event2026-06-30

Filed2026-07-07

CRM

SALESFORCE INC

-9.63%

Shares6.1K

Event2026-06-30

Filed2026-07-07

ITOT

ISHARES TR

-0.63%

Shares5.5K

Event2026-06-30

Filed2026-07-07

INTC

INTEL CORP

-4.38%

Shares6.4K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

-13.77%

Shares3.2K

Event2026-06-30

Filed2026-07-07

VIG

VANGUARD SPECIALIZED FUNDS

-1.14%

Shares3.7K

Event2026-06-30

Filed2026-07-07

MCD

MCDONALDS CORP

-1.21%

Shares3.2K

Event2026-06-30

Filed2026-07-07

ECL

ECOLAB INC

-1.99%

Shares3.1K

Event2026-06-30

Filed2026-07-07

S&P GLOBAL INC

-5.79%

Shares2.1K

Event2026-06-30

Filed2026-07-07

APH

AMPHENOL CORP

-22.23%

Shares4.7K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

-1.89%

Shares4.4K

Event2026-06-30

Filed2026-07-07

WFC

WELLS FARGO & CO

-6.26%

Shares9.9K

Event2026-06-30

Filed2026-07-07

MICRON TECHNOLOGY INC

3.52%

Shares706

Event2026-06-30

Filed2026-07-07

DUK

DUKE ENERGY CORP NEW

-22.18%

Shares6.3K

Event2026-06-30

Filed2026-07-07

VCSH

VANGUARD SCOTTSDALE FDS

269.32%

Shares10.1K

Event2026-06-30

Filed2026-07-07

PNC

PNC FINL SVCS GROUP INC

-31.89%

Shares3.2K

Event2026-06-30

Filed2026-07-07

VRSN

VERISIGN INC

-3.08%

Shares3.1K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

5.24%

Shares6.9K

Event2026-06-30

Filed2026-07-07

DHR

DANAHER CORP DEL

-6.49%

Shares4.0K

Event2026-06-30

Filed2026-07-07

VTES

VANGUARD WELLINGTON FD

11.16%

Shares7.5K

Event2026-06-30

Filed2026-07-07

DGRW

WISDOMTREE TR

6.61%

Shares7.9K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

-1.24%

Shares795

Event2026-06-30

Filed2026-07-07

PBA

PEMBINA PIPELINE CORP

-34.62%

Shares15.3K

Event2026-06-30

Filed2026-07-07

PFE

PFIZER INC

-1.79%

Shares28.7K

Event2026-06-30

Filed2026-07-07

GOLDMAN SACHS GROUP INC

1.96%

Shares675

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

-0.37%

Shares1.6K

Event2026-06-30

Filed2026-07-07

CMI

CUMMINS INC

0.00%

Shares943

Event2026-06-30

Filed2026-07-07

IBKR

INTERACTIVE BROKERS GROUP IN

-8.55%

Shares7.7K

Event2026-06-30

Filed2026-07-07

BAC

BANK OF AMER CORP

-3.48%

Shares11.7K

Event2026-06-30

Filed2026-07-07

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-07

AXP

AMERICAN EXPRESS CO

-2.70%

Shares1.9K

Event2026-06-30

Filed2026-07-07

GENERAL DYNAMICS CORP

-4.28%

Shares1.8K

Event2026-06-30

Filed2026-07-07

VRSK

VERISK ANALYTICS INC

20.57%

Shares3.6K

Event2026-06-30

Filed2026-07-07

ISHARES TR

0.25%

Shares6.5K

Event2026-06-30

Filed2026-07-07

AT&T INC

1.27%

Shares31.2K

Event2026-06-30

Filed2026-07-07

VERIZON COMMUNICATIONS INC

-4.76%

Shares15.0K

Event2026-06-30

Filed2026-07-07

EEM

ISHARES TR

0.04%

Shares9.3K

Event2026-06-30

Filed2026-07-07

SCHA

SCHWAB STRATEGIC TR

-5.18%

Shares16.7K

Event2026-06-30

Filed2026-07-07

SCHE

SCHWAB STRATEGIC TR

57.72%

Shares16.4K

Event2026-06-30

Filed2026-07-07

XYL

XYLEM INC

2.11%

Shares5.0K

Event2026-06-30

Filed2026-07-07

LNT

ALLIANT ENERGY CORP

-0.99%

Shares7.8K

Event2026-06-30

Filed2026-07-07

ETR

ENTERGY CORP NEW

-1.61%

Shares5.1K

Event2026-06-30

Filed2026-07-07

PALANTIR TECHNOLOGIES INC

-17.78%

Shares4.8K

Event2026-06-30

Filed2026-07-07

APD

AIR PRODUCTS AND CHEMICALS I

-1.40%

Shares1.9K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

307.33%

Shares6.8K

Event2026-06-30

Filed2026-07-07

GE AEROSPACE

4.28%

Shares1.5K

Event2026-06-30

Filed2026-07-07

NEXTERA ENERGY INC

-2.33%

Shares6.1K

Event2026-06-30

Filed2026-07-07

GLW

CORNING INC

-6.07%

Shares2.1K

Event2026-06-30

Filed2026-07-07

SOUTHERN CO

-1.56%

Shares5.5K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

-0.54%

Shares3.9K

Event2026-06-30

Filed2026-07-07

MORGAN STANLEY

-3.98%

Shares2.5K

Event2026-06-30

Filed2026-07-07

IXUS

ISHARES TR

10.04%

Shares5.4K

Event2026-06-30

Filed2026-07-07

SNDK

SANDISK CORP

New

Shares222

Event2026-06-30

Filed2026-07-07

WEC

WEC ENERGY GROUP INC

-0.21%

Shares4.3K

Event2026-06-30

Filed2026-07-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.97%

Shares1.0K

Event2026-06-30

Filed2026-07-07

ISHARES TR

-8.04%

Shares5.1K

Event2026-06-30

Filed2026-07-07

VANGUARD INTL EQUITY INDEX F

-24.83%

Shares3.1K

Event2026-06-30

Filed2026-07-07

DVY

ISHARES TR

0.13%

Shares3.1K

Event2026-06-30

Filed2026-07-07

NXP SEMICONDUCTORS N V

-1.75%

Shares1.7K

Event2026-06-30

Filed2026-07-07

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-07

PANW

PALO ALTO NETWORKS INC

-4.24%

Shares1.4K

Event2026-06-30

Filed2026-07-07

ENERGY TRANSFER L P

-48.84%

Shares24.1K

Event2026-06-30

Filed2026-07-07

GEV

GE VERNOVA INC

2.38%

Shares387

Event2026-06-30

Filed2026-07-07

TDY

TELEDYNE TECHNOLOGIES INC

0.89%

Shares680

Event2026-06-30

Filed2026-07-07

NETFLIX INC.

-7.68%

Shares6.3K

Event2026-06-30

Filed2026-07-07

IGV

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-07

QCOM

QUALCOMM INC

-3.76%

Shares2.4K

Event2026-06-30

Filed2026-07-07

ZWS

ZURN ELKAY WATER SOLNS CORP

5.88%

Shares8.7K

Event2026-06-30

Filed2026-07-07

ASTRAZENECA PLC

New

Shares2.3K

Event2026-06-30

Filed2026-07-07

WRB

BERKLEY W R CORP

0.36%

Shares6.1K

Event2026-06-30

Filed2026-07-07

HEDJ

WISDOMTREE TR

1.73%

Shares7.5K

Event2026-06-30

Filed2026-07-07

SMH

VANECK ETF TRUST

0.63%

Shares634

Event2026-06-30

Filed2026-07-07

RBLX

ROBLOX CORP

-3.48%

Shares7.5K

Event2026-06-30

Filed2026-07-07

ULS

UL SOLUTIONS INC

17.24%

Shares3.9K

Event2026-06-30

Filed2026-07-07

NDSN

NORDSON CORP

1.38%

Shares1.3K

Event2026-06-30

Filed2026-07-07

VBK

VANGUARD INDEX FDS

-5.91%

Shares1.1K

Event2026-06-30

Filed2026-07-07

MMC

MARSH & MCLENNAN COS INC

-4.47%

Shares2.3K

Event2026-06-30

Filed2026-07-07

DEERE & CO

-8.68%

Shares610

Event2026-06-30

Filed2026-07-07

BLOOM ENERGY CORP

-23.57%

Shares1.2K

Event2026-06-30

Filed2026-07-07

DIS

DISNEY WALT CO

-6.33%

Shares3.7K

Event2026-06-30

Filed2026-07-07

VBR

VANGUARD INDEX FDS

-2.33%

Shares1.5K

Event2026-06-30

Filed2026-07-07

ARAMARK

-0.16%

Shares6.3K

Event2026-06-30

Filed2026-07-07

UPS

UNITED PARCEL SVCS INC

6.01%

Shares3.3K

Event2026-06-30

Filed2026-07-07

TXN

TEXAS INSTRS INC

-1.66%

Shares1.2K

Event2026-06-30

Filed2026-07-07

AMT

AMERICAN TOWER CORP

-6.20%

Shares2.2K

Event2026-06-30

Filed2026-07-07

SBUX

STARBUCKS CORP

-2.99%

Shares3.4K

Event2026-06-30

Filed2026-07-07

ETN

EATON CORP PLC

-5.65%

Shares819

Event2026-06-30

Filed2026-07-07

BND

VANGUARD BD INDEX FDS

1.22%

Shares4.7K

Event2026-06-30

Filed2026-07-07

SOFI

SOFI TECHNOLOGIES INC

-9.21%

Shares19.3K

Event2026-06-30

Filed2026-07-07

WFC-PL

WELLS FARGO & CO

0.00%

Shares299

Event2026-06-30

Filed2026-07-07

PPL CORP

6.91%

Shares9.4K

Event2026-06-30

Filed2026-07-07

KLAC

KLA CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-07

CEG

CONSTELLATION ENERGY CORP

-6.33%

Shares1.3K

Event2026-06-30

Filed2026-07-07

ASML

ASML HLDG NV

-3.53%

Shares164

Event2026-06-30

Filed2026-07-07

LII

LENNOX INTL INC

22.20%

Shares567

Event2026-06-30

Filed2026-07-07

ALTRIA GROUP INC

7.16%

Shares4.5K

Event2026-06-30

Filed2026-07-07

CCJ

CAMECO CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-07

DOLLAR GEN CORP

-2.70%

Shares2.8K

Event2026-06-30

Filed2026-07-07

SAIA

SAIA INC

1.34%

Shares759

Event2026-06-30

Filed2026-07-07

BANK OF NY MELLON CORP

-4.84%

Shares2.2K

Event2026-06-30

Filed2026-07-07

IWB

ISHARES TR

14.81%

Shares775

Event2026-06-30

Filed2026-07-07

SPEM

SPDR INDEX SHS FDS

0.02%

Shares6.1K

Event2026-06-30

Filed2026-07-07

GSK PLC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-07

ADI

ANALOG DEVICES INC

-0.63%

Shares783

Event2026-06-30

Filed2026-07-07

EMR

EMERSON ELEC CO

-1.05%

Shares2.2K

Event2026-06-30

Filed2026-07-07

GLD

SPDR GOLD TR

-4.00%

Shares840

Event2026-06-30

Filed2026-07-07

LPLA

LPL FINL HLDGS INC

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-07

ALLEGION PLC

-4.90%

Shares2.2K

Event2026-06-30

Filed2026-07-07

IVE

ISHARES TR

-3.86%

Shares1.3K

Event2026-06-30

Filed2026-07-07

COP

CONOCOPHILLIPS

7.76%

Shares2.9K

Event2026-06-30

Filed2026-07-07

EXC

EXELON CORP

-0.74%

Shares6.4K

Event2026-06-30

Filed2026-07-07

SCHW

SCHWAB CHARLES CORP

-6.03%

Shares3.2K

Event2026-06-30

Filed2026-07-07

BSX

BOSTON SCIENTIFIC CORP

-7.20%

Shares7.0K

Event2026-06-30

Filed2026-07-07

ICE

INTERCONTINENTAL EXCHANGE IN

-7.03%

Shares2.4K

Event2026-06-30

Filed2026-07-07

MEDTRONIC PLC

-15.35%

Shares3.7K

Event2026-06-30

Filed2026-07-07

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-07

IWR

ISHARES TR

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-07

ALAB

ASTERA LABS INC

New

Shares601

Event2026-06-30

Filed2026-07-07

BBMC

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-07

SDY

SPDR SERIES TRUST

0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-07

CROWDSTRIKE HLDGS INC

New

Shares374

Event2026-06-30

Filed2026-07-07

BEAM

BEAM THERAPEUTICS INC

New

Shares8.2K

Event2026-06-30

Filed2026-07-07

WSO

WATSCO INC

-0.44%

Shares673

Event2026-06-30

Filed2026-07-07

PRU

PRUDENTIAL FINL INC

-11.12%

Shares2.5K

Event2026-06-30

Filed2026-07-07

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-07

BAM

BROOKFIELD ASSET MANAGMT LTD

New

Shares6.0K

Event2026-06-30

Filed2026-07-07

LOW

LOWES COS INC

-3.66%

Shares1.2K

Event2026-06-30

Filed2026-07-07

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-07

EVERSOURCE ENERGY

-12.32%

Shares3.6K

Event2026-06-30

Filed2026-07-07

COHR

COHERENT CORP

New

Shares666

Event2026-06-30

Filed2026-07-07

RIO

RIO TINTO PLC

-0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-07

BIL

SPDR SERIES TRUST

New

Shares2.9K

Event2026-06-30

Filed2026-07-07

CVS

CVS HEALTH CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-07

CHUBB LIMITED

-3.78%

Shares764

Event2026-06-30

Filed2026-07-07

EBAY

EBAY INC.

-2.15%

Shares2.3K

Event2026-06-30

Filed2026-07-07

BLK

BLACKROCK INC

-4.41%

Shares260

Event2026-06-30

Filed2026-07-07

WDC

WESTERN DIGITAL CORP

New

Shares386

Event2026-06-30

Filed2026-07-07

TRAVELERS COMPANIES INC

-2.51%

Shares737

Event2026-06-30

Filed2026-07-07

ADP

AUTOMATIC DATA PROCESSING IN

3.53%

Shares1.1K

Event2026-06-30

Filed2026-07-07

INTA

INTAPP INC

New

Shares9.6K

Event2026-06-30

Filed2026-07-07

STLD

STEEL DYNAMICS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-07

BLLN

BILLIONTOONE INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

-19.37%

Shares2.6K

Event2026-06-30

Filed2026-07-07

AMDL

GRANITESHARES ETF TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-07

PARKER-HANNIFIN CORP

-1.63%

Shares241

Event2026-06-30

Filed2026-07-07

FIX

COMFORT SYS USA INC

New

Shares118

Event2026-06-30

Filed2026-07-07

SMPL

SIMPLY GOOD FOODS CO

New

Shares17.6K

Event2026-06-30

Filed2026-07-07

TER

TERADYNE INC

New

Shares468

Event2026-06-30

Filed2026-07-07

COR

CENCORA INC

-2.44%

Shares800

Event2026-06-30

Filed2026-07-07

VOYA

VOYA FINANCIAL INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-07

CMCSA

COMCAST CORP NEW

-11.27%

Shares9.0K

Event2026-06-30

Filed2026-07-07

GDV

GABELLI DIVID & INCOME TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-07

BOEING CO

New

Shares1.0K

Event2026-06-30

Filed2026-07-07

CME

CME GROUP INC

-35.32%

Shares996

Event2026-06-30

Filed2026-07-07

AGILENT TECHNOLOGIES INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-07

THE CIGNA GROUP

4.10%

Shares787

Event2026-06-30

Filed2026-07-07

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares2.6K

Event2026-06-30

Filed2026-07-07

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-07

PSA

PUBLIC STORAGE

New

Shares673

Event2026-06-30

Filed2026-07-07

APPLOVIN CORP

New

Shares415

Event2026-06-30

Filed2026-07-07

AFL

AFLAC INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-07

EFX

EQUIFAX INC

-30.68%

Shares1.3K

Event2026-06-30

Filed2026-07-07

RKLB

ROCKET LAB CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-07

IJT

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-07

ROL

ROLLINS INC

-17.44%

Shares4.9K

Event2026-06-30

Filed2026-07-07

COIN

COINBASE GLOBAL INC

-9.67%

Shares1.4K

Event2026-06-30

Filed2026-07-07

PRF

INVESCO EXCHANGE TRADED FD T

New

Shares3.8K

Event2026-06-30

Filed2026-07-07

UBER

UBER TECHNOLOGIES INC

-2.37%

Shares2.8K

Event2026-06-30

Filed2026-07-07

QUANTA SVCS INC

New

Shares279

Event2026-06-30

Filed2026-07-07

BJS WHSL CLUB HLDGS INC

-7.38%

Shares2.3K

Event2026-06-30

Filed2026-07-07

AGH

AUREUS GREENWAY HLDGS INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-07

EDIT

EDITAS MEDICINE INC

0.00%

Shares33.5K

Event2026-06-30

Filed2026-07-07

ONDS

ONDAS INC

-0.18%

Shares13.0K

Event2026-06-30

Filed2026-07-07

SERVICENOW INC

New

Shares936

Event2026-06-30

Filed2026-07-07

CRBU

CARIBOU BIOSCIENCES INC

0.00%

Shares32.0K

Event2026-06-30

Filed2026-07-07

OABI

OMNIAB INC

4.43%

Shares18.0K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T7.4K sharesnew addition2026-06-302026-07-07

SERVICENOW INC Call CallSERVICENOW INC1.1K sharesnew addition2026-06-302026-07-07

ONDS Call CallONDAS INC2.0K sharesnew addition2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

New

Shares7.4K

Event2026-06-30

Filed2026-07-07

SERVICENOW INC Call

SERVICENOW INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-07

ONDS Call

ONDAS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-07

Put Option Holdings

AAPL Put PutAPPLE INC7.4K sharesnew addition2026-06-302026-07-07

SNOWFLAKE INC Put PutSNOWFLAKE INC5.8K sharesnew addition2026-06-302026-07-07

NVDA Put PutNVIDIA CORPORATION3.8K sharesnew addition2026-06-302026-07-07

AAPL Put

APPLE INC

New

Shares7.4K

Event2026-06-30

Filed2026-07-07

SNOWFLAKE INC Put

SNOWFLAKE INC

New

Shares5.8K

Event2026-06-30

Filed2026-07-07

NVDA Put

NVIDIA CORPORATION

New

Shares3.8K

Event2026-06-30

Filed2026-07-07