Sponsored

The Analysis of THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s Holdings & P&L

Currently, THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. holds 1236 types of securities in its portfolio with a total value $274.9M. In the most recent quarter, they have increased their positions in N/A (+34.2K shares, valued at $5.0M), VUG (+33.1K shares, valued at $2.9M), MSFT (+4.9K shares, valued at $1.8M); decreased their positions in OUSA (-43.0K shares, valued at $2.5M), N/A (-82.5K shares, valued at $1.1M), N/A (-71.5K shares, valued at $816.8K); initiated new positions in N/A (+2.9K shares, valued at $568.8K), N/A (+3.1K shares, valued at $486.2K), BUFD (+15.6K shares, valued at $463.4K).

1M P&L

-353.3K-0.16%

3M P&L

+5.5M+2.62%

HY P&L

-12.1M-5.30%

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/A88.3M

39.0%

2Semiconductors18.1M

8.0%

3Drug Manufacturers - General10.1M

4.4%

Top Industries by Stock Count

1N/A399 stocks

39.3%

2Utilities - Regulated Electric22 stocks

2.2%

3Software - Application22 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC29.2K shares3.17%2026-06-302026-07-08

MSFT MICROSOFT CORP21.4K shares29.73%2026-06-302026-07-08

NVDA NVIDIA CORP35.3K shares2.72%2026-06-302026-07-08

LLY ELI LILLY & CO5.0K shares43.79%2026-06-302026-07-08

ORACLE CORPORATION ORACLE CORPORATION38.4K shares829.44%2026-06-302026-07-08

RDVY FIRST TRUST RISING ETF56.7K shares6.56%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC7.1K shares12.63%2026-06-302026-07-08

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF4.7K shares3.60%2026-06-302026-07-08

Sponsored

AMZN AMAZON COM INC14.5K shares15.63%2026-06-302026-07-08

BROADCOM INC BROADCOM INC9.2K shares9.94%2026-06-302026-07-08

VUG VANGUARD GROWTH ETF39.6K shares508.47%2026-06-302026-07-08

STATE STREET SPDR ETF STATE STREET SPDR ETF3.9K shares31.89%2026-06-302026-07-08

VOO VANGUARD INDEX FDS ETF4.1K shares7.58%2026-06-302026-07-08

CISCO SYSTEMS INC CISCO SYSTEMS INC23.8K shares11.80%2026-06-302026-07-08

GOOG ALPHABET INC NON VOTING7.7K shares8.38%2026-06-302026-07-08

CGXU CAPITAL GRP INTL ETF76.5K shares8.34%2026-06-302026-07-08

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.1K shares30.26%2026-06-302026-07-08

MU MICRON TECHNOLOGY INC2.2K shares5.67%2026-06-302026-07-08

GOOGL ALPHABET INC VOTING6.9K shares33.66%2026-06-302026-07-08

TSLA TESLA INC5.8K shares4.83%2026-06-302026-07-08

OUSA ALPS ETF TR ETF40.9K shares-51.24%2026-06-302026-07-08

QQQ INVESCO QQQ TR ETF3.1K shares6.03%2026-06-302026-07-08

WMT WALMART INC19.2K shares5.36%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON8.3K shares37.55%2026-06-302026-07-08

Sponsored

CMI CUMMINS INC3.0K shares10.07%2026-06-302026-07-08

CGGR CAPITAL GRP GROWTH ETF44.1K shares12.97%2026-06-302026-07-08

CGDV CAPITAL GRP DIVIDEND ETF41.7K shares17.58%2026-06-302026-07-08

ISHARES CORE MSCI ETF ISHARES CORE MSCI ETF20.3K shares3.87%2026-06-302026-07-08

ABBVIE INC ABBVIE INC7.1K shares76.15%2026-06-302026-07-08

JGRO JPMORGAN TR ACTIVE ETF17.7K shares18.38%2026-06-302026-07-08

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW1.8K shares9.42%2026-06-302026-07-08

ROUS LATTICE STRATEGIES ETF25.0K shares21.18%2026-06-302026-07-08

Sponsored

LVHI FRANKLIN INTL LOW ETF41.3K shares20.19%2026-06-302026-07-08

ADI ANALOG DEVICES INC4.1K shares17.46%2026-06-302026-07-08

JAVA J P MORGAN EXCHANGE ETF20.3K shares46.86%2026-06-302026-07-08

TXN TEXAS INSTRUMENTS INC5.3K shares10.99%2026-06-302026-07-08

SLV I SHARES SILVER TR ETF29.5K shares7.82%2026-06-302026-07-08

HD HOME DEPOT INC4.3K shares26.07%2026-06-302026-07-08

OUSM ALPS ETF TR ETF31.7K shares-20.42%2026-06-302026-07-08

CAT CATERPILLAR INC1.4K shares-5.42%2026-06-302026-07-08

Sponsored

RECS COLUMBIA ETF TR I ETF33.3K shares4.39%2026-06-302026-07-08

AMD ADVANCED MICRO2.4K shares2.27%2026-06-302026-07-08

WEC WEC ENERGY GROUP INC11.9K shares6.51%2026-06-302026-07-08

TSM TAIWAN SEMICONDUCTOR2.9K shares6.04%2026-06-302026-07-08

VTV VANGUARD VALUE ETF6.3K shares0.02%2026-06-302026-07-08

SIL GLOBAL X FDS ETF17.5K shares4.60%2026-06-302026-07-08

IBM INTERNATIONAL BUSINESS4.7K shares80.15%2026-06-302026-07-08

ACWI ISHARES MSCI ACWI ETF8.4K shares28.27%2026-06-302026-07-08

Sponsored

MCD MCDONALDS CORP4.9K shares4.36%2026-06-302026-07-08

LIN LINDE PLC NEW2.5K shares20.36%2026-06-302026-07-08

EXXON MOBIL CORP CHG EXXON MOBIL CORP CHG9.5K shares19.64%2026-06-302026-07-08

GLW CORNING INC5.0K shares-4.37%2026-06-302026-07-08

GD GENL DYNAMICS CORP3.6K shares6.32%2026-06-302026-07-08

LRCX LAM RESH CORP2.9K shares50.44%2026-06-302026-07-08

APH AMPHENOL CORP NEW6.9K shares15.29%2026-06-302026-07-08

IJH ISHARES CORE S&P MID ETF15.7K shares2.55%2026-06-302026-07-08

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC13.8K shares17.99%2026-06-302026-07-08

LMT LOCKHEED MARTIN CORP2.3K shares20.37%2026-06-302026-07-08

QUANTA SVCS INC QUANTA SVCS INC1.7K shares14.14%2026-06-302026-07-08

JSMD JANUS DETROIT STR TR ETF11.3K shares-0.33%2026-06-302026-07-08

GWW GRAINGER W W INC834 shares9.16%2026-06-302026-07-08

EFG ISHARES ETF9.1K shares-0.07%2026-06-302026-07-08

XLK SELECT SECTOR SPDR ETF5.9K shares4.76%2026-06-302026-07-08

BLK BLACKROCK INC COM NEW1.1K shares14.51%2026-06-302026-07-08

Sponsored

AMGN AMGEN INC3.0K shares15.14%2026-06-302026-07-08

PH PARKER-HANNIFIN CORP1.1K shares10.10%2026-06-302026-07-08

CHUBB LTD CHUBB LTD3.1K shares5.11%2026-06-302026-07-08

FNDE SCHWAB STRATEGIC TR ETF26.0K shares-0.50%2026-06-302026-07-08

VO VANGUARD MID CAP ETF12.8K shares330.65%2026-06-302026-07-08

FFOG FRANKLIN TEMPLETON ETF20.0K shares-1.11%2026-06-302026-07-08

AOM ISHARES TR CORE ETF20.6K shares20.98%2026-06-302026-07-08

PG PROCTER & GAMBLE CO7.0K shares2.82%2026-06-302026-07-08

Sponsored

FLQM FRANKLIN TEMPLETON ETF17.7K shares0.54%2026-06-302026-07-08

RSP INVESCO TR ETF4.7K shares5.33%2026-06-302026-07-08

IEMG ISHARES INC ETF12.0K shares0.93%2026-06-302026-07-08

VIG VANGUARD DIVIDEND ETF4.2K shares4.41%2026-06-302026-07-08

MTSI MACOM TECHNOLOGY2.6K shares20.17%2026-06-302026-07-08

VB VANGUARD SMALL CAP ETF3.3K shares4.50%2026-06-302026-07-08

SYK STRYKER CORP3.1K shares2.44%2026-06-302026-07-08

ISCF ISHARES TR ETF22.5K shares1.66%2026-06-302026-07-08

Sponsored

ETN EATON CORP PLC2.2K shares30.21%2026-06-302026-07-08

ILCG ISHARES MORNINGSTAR ETF8.0K shares0.00%2026-06-302026-07-08

ITW ILLINOIS TOOL WORKS INC3.5K shares9.34%2026-06-302026-07-08

ASML ASML HOLDING NV463 shares7.67%2026-06-302026-07-08

CVX CHEVRON CORPORATION5.5K shares-13.48%2026-06-302026-07-08

MASTERCARD INC CL A MASTERCARD INC CL A1.7K shares8.14%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC1.5K shares13.30%2026-06-302026-07-08

WASTE MGMT INC DEL WASTE MGMT INC DEL3.9K shares9.03%2026-06-302026-07-08

Sponsored

DIA STATE STREET SPDR ETF1.7K shares7.54%2026-06-302026-07-08

SPHQ INVESCO TR ETF9.3K shares35.88%2026-06-302026-07-08

SPXC SPX TECHNOLOGIES INC3.3K shares16.58%2026-06-302026-07-08

LHX L3HARRIS TECHNOLOGIES2.8K shares10.67%2026-06-302026-07-08

SDVY FIRST TR ETF VI ETF18.5K shares2.80%2026-06-302026-07-08

LOW LOWES COMPANIES INC3.6K shares6.47%2026-06-302026-07-08

KO COCA-COLA COMPANY9.6K shares1.98%2026-06-302026-07-08

ESE ESCO TECHNOLOGIES INC2.2K shares20.41%2026-06-302026-07-08

Sponsored

PEP PEPSICO INCORPORATED5.7K shares8.79%2026-06-302026-07-08

TXUE THORNBURG TR ETF22.3K shares27.87%2026-06-302026-07-08

PYLD PIMCO TR MULTISECTOR ETF28.8K shares52.32%2026-06-302026-07-08

AFL AFLAC INC6.5K shares9.26%2026-06-302026-07-08

TT TRANE TECHNOLOGIES PLC1.5K shares6.42%2026-06-302026-07-08

INTC INTEL CORP5.3K shares56.95%2026-06-302026-07-08

HBNC HORIZON BANCORP INC35.9K shares0.00%2026-06-302026-07-08

MEDTRONIC PLC MEDTRONIC PLC9.2K shares10.87%2026-06-302026-07-08

Sponsored

ADP AUTOMATIC DATA3.2K shares11.41%2026-06-302026-07-08

GLD SPDR GOLD TRUST ETF1.9K shares-24.69%2026-06-302026-07-08

APPLIED INDL TECH INC APPLIED INDL TECH INC2.1K shares20.96%2026-06-302026-07-08

GS GOLDMAN SACHS GROUP INC687 shares708.24%2026-06-302026-07-08

VGSH VANGUARD SHORT-TERM ETF11.6K shares10.69%2026-06-302026-07-08

GPIX GOLDMAN SACHS TR ETF12.1K shares0.00%2026-06-302026-07-08

FDVV FIDELITY HIGH ETF11.0K shares2.74%2026-06-302026-07-08

CW CURTISS-WRIGHT CORP869 shares19.86%2026-06-302026-07-08

Sponsored

ECL ECOLAB INC2.3K shares9.25%2026-06-302026-07-08

CLS CELESTICA INC1.8K shares14.83%2026-06-302026-07-08

MSI MOTOROLA SOLUTIONS INC1.5K shares12.32%2026-06-302026-07-08

URI UNITED RENTALS INC557 shares0.72%2026-06-302026-07-08

SHW SHERWIN WILLIAMS CO1.8K shares6.78%2026-06-302026-07-08

S&P GLOBAL INC S&P GLOBAL INC1.5K shares5.26%2026-06-302026-07-08

KLAC KLA CORP2.0K shares4750.00%2026-06-302026-07-08

PALANTIR TECHNOLOGIES PALANTIR TECHNOLOGIES5.2K shares57.43%2026-06-302026-07-08

Sponsored

MTUM ISHARES ETF1.7K shares17360.00%2026-06-302026-07-08

CMS CMS ENERGY CORP7.8K shares11.91%2026-06-302026-07-08

ROSC HARTFORD MULTIFACTOR ETF10.6K shares1.53%2026-06-302026-07-08

ATO ATMOS ENERGY CORP3.4K shares8.77%2026-06-302026-07-08

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC756 shares0.27%2026-06-302026-07-08

GE GE AEROSPACE NEW1.5K shares12.66%2026-06-302026-07-08

JXX JANUS DETROIT STR TR ETF17.4K shares-2.06%2026-06-302026-07-08

PSX PHILLIPS 663.4K shares-55.81%2026-06-302026-07-08

Sponsored

ATI INC ATI INC2.9K sharesnew addition2026-06-302026-07-08

INCM FRANKLIN TEMPLETON ETF19.7K shares3.47%2026-06-302026-07-08

PLD PROLOGIS INC4.2K shares-10.86%2026-06-302026-07-08

ABT ABBOTT LABORATORIES6.1K shares-3.14%2026-06-302026-07-08

AAM AAM42.3K shares-66.09%2026-06-302026-07-08

VISA INC CLASS A VISA INC CLASS A1.6K shares-38.75%2026-06-302026-07-08

APPLIED MATERIALS INC APPLIED MATERIALS INC752 shares0.53%2026-06-302026-07-08

TJX TJX COS INC NEW3.6K shares15.51%2026-06-302026-07-08

Sponsored

PANW PALO ALTO NETWORKS1.5K shares233.12%2026-06-302026-07-08

DFIC DIMENSIONAL TR ETF13.8K shares3.96%2026-06-302026-07-08

NJR NEW JERSEY RES CORP9.1K shares11.13%2026-06-302026-07-08

BND VANGUARD TOTAL BOND ETF7.0K shares5.31%2026-06-302026-07-08

CTAS CINTAS CORP3.0K shares8.30%2026-06-302026-07-08

XYL XYLEM INC4.2K shares6.03%2026-06-302026-07-08

EME EMCOR GROUP INC594 shares27.47%2026-06-302026-07-08

GRANITE CONSTRUCTION CO GRANITE CONSTRUCTION CO3.1K sharesnew addition2026-06-302026-07-08

Sponsored

FXR FIRST TRUST ETF5.3K shares13.37%2026-06-302026-07-08

DFAC DIMENSIONAL TR US ETF10.9K shares3.58%2026-06-302026-07-08

CL COLGATE-PALMOLIVE CO5.1K shares12.68%2026-06-302026-07-08

MRK MERCK & CO INC NEW3.7K shares48.50%2026-06-302026-07-08

VSS VANGUARD INTL EQUITY ETF3.0K shares2.01%2026-06-302026-07-08

FXO FIRST TRUST ETF7.5K shares472.08%2026-06-302026-07-08

BUFD FIRST TR VIII VEST ETF15.6K sharesnew addition2026-06-302026-07-08

EMR EMERSON ELECTRIC CO3.2K shares11.93%2026-06-302026-07-08

Sponsored

AXP AMERICAN EXPRESS COMPANY1.3K shares925.95%2026-06-302026-07-08

MDLZ MONDELEZ INTL INC7.8K shares15.30%2026-06-302026-07-08

MS MORGAN STANLEY & CO2.1K shares14.30%2026-06-302026-07-08

RTX CORP RTX CORP2.3K shares1.01%2026-06-302026-07-08

VONV VANGUARD RUSSELL ETF4.1K shares0.00%2026-06-302026-07-08

O REALTY INCOME CORP6.8K shares10.95%2026-06-302026-07-08

FRT FEDERAL REALTY3.4K shares11.36%2026-06-302026-07-08

JKHY JACK HENRY & ASSOC INC3.0K shares8.42%2026-06-302026-07-08

Sponsored

CHD CHURCH & DWIGHT INC4.2K shares12.14%2026-06-302026-07-08

FREEPORT-MCMORAN INC FREEPORT-MCMORAN INC6.5K shares11.87%2026-06-302026-07-08

ROAD CONSTRUCTION PARTNERS3.4K shares30.72%2026-06-302026-07-08

WMB WILLIAMS COMPANIES5.4K shares129.75%2026-06-302026-07-08

COR CENCORA INC1.4K shares7.65%2026-06-302026-07-08

AMT AMERICAN TOWER CORP2.4K shares-4.58%2026-06-302026-07-08

VEA VANGUARD FTSE ETF5.5K shares-0.66%2026-06-302026-07-08

MLM MARTIN MARIETTA680 shares-36.15%2026-06-302026-07-08

Sponsored

XSD STATE STREET SPDR ETF624 sharesnew addition2026-06-302026-07-08

PNC PNC FINANCIAL SERVICES1.6K shares29.23%2026-06-302026-07-08

FAST FASTENAL CO8.1K shares19.29%2026-06-302026-07-08

SPMO INVESCO TR II ETF2.4K shares751.25%2026-06-302026-07-08

DIS WALT DISNEY COMPANY4.0K shares-5.13%2026-06-302026-07-08

SHY ISHARES ETF4.5K shares9.24%2026-06-302026-07-08

DELL DELL TECHNOLOGIES864 shares-44.11%2026-06-302026-07-08

VSAT VIASAT INC4.1K sharesnew addition2026-06-302026-07-08

Sponsored

QQQM INVESCO NASDAQ 100 ETF1.2K shares3.59%2026-06-302026-07-08

GMMF BLACKROCK TR ISHARES ETF3.7K shares-47.34%2026-06-302026-07-08

XLF SELECT SECTOR SPDR ETF6.8K shares7.00%2026-06-302026-07-08

ICE INTERCONTINENTAL EXCH3.0K shares9.47%2026-06-302026-07-08

STLD STEEL DYNAMICS INC1.6K shares32.94%2026-06-302026-07-08

B BARRICK MNG CORP9.9K shares7.07%2026-06-302026-07-08

FIVE FIVE BELOW INC2.0K shares38.98%2026-06-302026-07-08

FXL FIRST TRUST TECHNLGY ETF1.7K shares-2.53%2026-06-302026-07-08

Sponsored

CIBR FIRST TR NASDAQ ETF3.9K shares151.59%2026-06-302026-07-08

XLV SELECT SECTOR SPDR ETF2.1K shares17.99%2026-06-302026-07-08

RKLB ROCKET LAB CORP3.3K shares4286.67%2026-06-302026-07-08

IJR ISHARES CORE S&P ETF2.2K shares3.98%2026-06-302026-07-08

NEU NEWMARKET CORPORATION419 shares39.67%2026-06-302026-07-08

DGRO ISHARES CORE ETF4.3K shares7.51%2026-06-302026-07-08

AFLG FIRST TR EXCHANGE ETF7.5K shares0.00%2026-06-302026-07-08

QCOM QUALCOMM INC1.8K shares8.72%2026-06-302026-07-08

Sponsored

NSC NORFOLK SOUTHERN CORP1.0K shares892.23%2026-06-302026-07-08

AEM AGNICO EAGLE MINES2.1K shares-10.17%2026-06-302026-07-08

VLO VALERO ENERGY CORP NEW1.2K shares12.23%2026-06-302026-07-08

DFEM DIMENSIONAL TR ETF7.6K shares2.63%2026-06-302026-07-08

JPIB JPMORGAN ETF6.3K shares6.65%2026-06-302026-07-08

ABBNY ABB LTD -SPONS ADR2.8K shares3.92%2026-06-302026-07-08

TLN TALEN ENERGY CORP NEW783 shares1.03%2026-06-302026-07-08

FTHI FIRST TR BUY WRITE ETF12.6K shares4.58%2026-06-302026-07-08

Sponsored

BIV VANGUARD INTERMEDIAT ETF3.9K shares7.69%2026-06-302026-07-08

COP CONOCOPHILLIPS2.8K shares16.15%2026-06-302026-07-08

VANGUARD TOTAL STOCK ETF VANGUARD TOTAL STOCK ETF793 shares0.00%2026-06-302026-07-08

ITA ISHS US AERO & DEF ETF1.2K shares0.00%2026-06-302026-07-08

DLN WISDOMTREE L/C DVD F ETF3.0K shares0.00%2026-06-302026-07-08

FITB FIFTH THIRD BANCORP5.1K shares2.36%2026-06-302026-07-08

SPIB STATE STREET SPDR ETF8.5K shares4.61%2026-06-302026-07-08

CVS CVS HEALTH2.7K shares-1.41%2026-06-302026-07-08

Sponsored

BIL STATE STREET SPDR ETF3.1K shares-26.46%2026-06-302026-07-08

ISHARES CORE U.S. ETF ISHARES CORE U.S. ETF2.8K shares2.73%2026-06-302026-07-08

VST VISTRA CORP1.7K shares5.30%2026-06-302026-07-08

NDMO NUVEEN DYNAMIC MUNICIPAL25.3K shares1.81%2026-06-302026-07-08

RODM HARTFORD MULTIFACTOR ETF6.4K shares-1.63%2026-06-302026-07-08

FBT FIRST TRUST ETF1.0K shares1113.25%2026-06-302026-07-08

HYG ISHARES IBOXX $ ETF3.1K shares4.28%2026-06-302026-07-08

FNX FIRST TRUST MID CAP ETF1.7K shares0.00%2026-06-302026-07-08

Sponsored

GRMN GARMIN LTD1.0K shares15.18%2026-06-302026-07-08

DUK DUKE ENERGY CORP2.0K shares-1.75%2026-06-302026-07-08

IUSG ISHARES ETF1.3K shares18.85%2026-06-302026-07-08

EFV ISHARES ETF3.2K shares21.92%2026-06-302026-07-08

WPM WHEATON PRECIOUS METALS2.2K shares-0.41%2026-06-302026-07-08

UWM ULTRA RUSSELL 2000 ETF3.6K sharesnew addition2026-06-302026-07-08

OKE ONEOK INC NEW2.8K shares1.46%2026-06-302026-07-08

ROP ROPER TECHNOLOGIES689 shares9.37%2026-06-302026-07-08

Sponsored

VONG VANGUARD RUSSELL ETF1.8K shares-0.44%2026-06-302026-07-08

CGMU CAPITAL GRP ETF8.4K shares0.20%2026-06-302026-07-08

CRWV COREWEAVE INC2.3K shares22.28%2026-06-302026-07-08

EOG EOG RESOURCES INC1.8K shares-3.12%2026-06-302026-07-08

FNV FRANCO-NEVADA CORP1.1K shares0.00%2026-06-302026-07-08

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EPD ENTERPRISE PRODUCTS1.3K shares6.29%2026-06-302026-07-08

TRAVELERS COS INC/ THE TRAVELERS COS INC/ THE147 shares21.49%2026-06-302026-07-08

QUVU HARTFORD FDS ETF1.6K shares-52.04%2026-06-302026-07-08

Sponsored

EQR EQUITY RESIDENTIAL708 shares16.45%2026-06-302026-07-08

FIRST TRUST FIRST TRUST5.6K shares-41.93%2026-06-302026-07-08

FLJP FRANKLIN TEMPLETON ETF1.2K shares0.00%2026-06-302026-07-08

FFC FLAHERTY & CRUMRINE2.9K sharesnew addition2026-06-302026-07-08

IAI ISHARES ETF269 shares0.00%2026-06-302026-07-08

R RYDER SYSTEM INC178 shares0.00%2026-06-302026-07-08

ETV EATON VANCE TAX-MANAGED3.1K sharesnew addition2026-06-302026-07-08

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC393 shares4.52%2026-06-302026-07-08

Sponsored

FAD FIRST TRUST MULTI ETF231 shares0.00%2026-06-302026-07-08

SN SHARKNINJA INC303 shares-93.25%2026-06-302026-07-08

EPP ISHARES MSCI PACIFIC ETF861 shares0.00%2026-06-302026-07-08

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC300 sharesnew addition2026-06-302026-07-08

FBCG FIDELITY COVINGTON ETF730 shares265.00%2026-06-302026-07-08

FLGB FRANKLIN TEMPLETON ETF1.3K shares0.00%2026-06-302026-07-08

PEG PUBLIC SVC ENTERPRISE554 shares0.00%2026-06-302026-07-08

HLI HOULIHAN LOKEY INC CL A334 shares0.00%2026-06-302026-07-08

Sponsored

H HYATT HOTELS CORP229 shares0.00%2026-06-302026-07-08

QBTS D-WAVE QUANTUM INC1.9K shares428.57%2026-06-302026-07-08

GEV GE VERNOVA LLC37 shares27.59%2026-06-302026-07-08

NLR VANECK ETF TRUST ETF381 shares-72.13%2026-06-302026-07-08

AAPL

APPLE INC

3.17%

Shares29.2K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

29.73%

Shares21.4K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORP

2.72%

Shares35.3K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

43.79%

Shares5.0K

Event2026-06-30

Filed2026-07-08

ORACLE CORPORATION

829.44%

Shares38.4K

Event2026-06-30

Filed2026-07-08

RDVY

FIRST TRUST RISING ETF

6.56%

Shares56.7K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC

12.63%

Shares7.1K

Event2026-06-30

Filed2026-07-08

ISHARES CORE S&P 500 ETF

3.60%

Shares4.7K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

15.63%

Shares14.5K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

9.94%

Shares9.2K

Event2026-06-30

Filed2026-07-08

VUG

VANGUARD GROWTH ETF

508.47%

Shares39.6K

Event2026-06-30

Filed2026-07-08

STATE STREET SPDR ETF

31.89%

Shares3.9K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS ETF

7.58%

Shares4.1K

Event2026-06-30

Filed2026-07-08

CISCO SYSTEMS INC

11.80%

Shares23.8K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC NON VOTING

8.38%

Shares7.7K

Event2026-06-30

Filed2026-07-08

CGXU

CAPITAL GRP INTL ETF

8.34%

Shares76.5K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

30.26%

Shares8.1K

Event2026-06-30

Filed2026-07-08

MICRON TECHNOLOGY INC

5.67%

Shares2.2K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC VOTING

33.66%

Shares6.9K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

4.83%

Shares5.8K

Event2026-06-30

Filed2026-07-08

OUSA

ALPS ETF TR ETF

-51.24%

Shares40.9K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR ETF

6.03%

Shares3.1K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

5.36%

Shares19.2K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

37.55%

Shares8.3K

Event2026-06-30

Filed2026-07-08

CMI

CUMMINS INC

10.07%

Shares3.0K

Event2026-06-30

Filed2026-07-08

CGGR

CAPITAL GRP GROWTH ETF

12.97%

Shares44.1K

Event2026-06-30

Filed2026-07-08

CGDV

CAPITAL GRP DIVIDEND ETF

17.58%

Shares41.7K

Event2026-06-30

Filed2026-07-08

ISHARES CORE MSCI ETF

3.87%

Shares20.3K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

76.15%

Shares7.1K

Event2026-06-30

Filed2026-07-08

JGRO

JPMORGAN TR ACTIVE ETF

18.38%

Shares17.7K

Event2026-06-30

Filed2026-07-08

COSTCO WHSL CORP NEW

9.42%

Shares1.8K

Event2026-06-30

Filed2026-07-08

ROUS

LATTICE STRATEGIES ETF

21.18%

Shares25.0K

Event2026-06-30

Filed2026-07-08

LVHI

FRANKLIN INTL LOW ETF

20.19%

Shares41.3K

Event2026-06-30

Filed2026-07-08

ADI

ANALOG DEVICES INC

17.46%

Shares4.1K

Event2026-06-30

Filed2026-07-08

JAVA

J P MORGAN EXCHANGE ETF

46.86%

Shares20.3K

Event2026-06-30

Filed2026-07-08

TXN

TEXAS INSTRUMENTS INC

10.99%

Shares5.3K

Event2026-06-30

Filed2026-07-08

SLV

I SHARES SILVER TR ETF

7.82%

Shares29.5K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

26.07%

Shares4.3K

Event2026-06-30

Filed2026-07-08

OUSM

ALPS ETF TR ETF

-20.42%

Shares31.7K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

-5.42%

Shares1.4K

Event2026-06-30

Filed2026-07-08

RECS

COLUMBIA ETF TR I ETF

4.39%

Shares33.3K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO

2.27%

Shares2.4K

Event2026-06-30

Filed2026-07-08

WEC

WEC ENERGY GROUP INC

6.51%

Shares11.9K

Event2026-06-30

Filed2026-07-08

TSM

TAIWAN SEMICONDUCTOR

6.04%

Shares2.9K

Event2026-06-30

Filed2026-07-08

VTV

VANGUARD VALUE ETF

0.02%

Shares6.3K

Event2026-06-30

Filed2026-07-08

SIL

GLOBAL X FDS ETF

4.60%

Shares17.5K

Event2026-06-30

Filed2026-07-08

IBM

INTERNATIONAL BUSINESS

80.15%

Shares4.7K

Event2026-06-30

Filed2026-07-08

ACWI

ISHARES MSCI ACWI ETF

28.27%

Shares8.4K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP

4.36%

Shares4.9K

Event2026-06-30

Filed2026-07-08

LIN

LINDE PLC NEW

20.36%

Shares2.5K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP CHG

19.64%

Shares9.5K

Event2026-06-30

Filed2026-07-08

GLW

CORNING INC

-4.37%

Shares5.0K

Event2026-06-30

Filed2026-07-08

GENL DYNAMICS CORP

6.32%

Shares3.6K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESH CORP

50.44%

Shares2.9K

Event2026-06-30

Filed2026-07-08

APH

AMPHENOL CORP NEW

15.29%

Shares6.9K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES CORE S&P MID ETF

2.55%

Shares15.7K

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

17.99%

Shares13.8K

Event2026-06-30

Filed2026-07-08

LMT

LOCKHEED MARTIN CORP

20.37%

Shares2.3K

Event2026-06-30

Filed2026-07-08

QUANTA SVCS INC

14.14%

Shares1.7K

Event2026-06-30

Filed2026-07-08

JSMD

JANUS DETROIT STR TR ETF

-0.33%

Shares11.3K

Event2026-06-30

Filed2026-07-08

GWW

GRAINGER W W INC

9.16%

Shares834

Event2026-06-30

Filed2026-07-08

EFG

ISHARES ETF

-0.07%

Shares9.1K

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR ETF

4.76%

Shares5.9K

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC COM NEW

14.51%

Shares1.1K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

15.14%

Shares3.0K

Event2026-06-30

Filed2026-07-08

PARKER-HANNIFIN CORP

10.10%

Shares1.1K

Event2026-06-30

Filed2026-07-08

CHUBB LTD

5.11%

Shares3.1K

Event2026-06-30

Filed2026-07-08

FNDE

SCHWAB STRATEGIC TR ETF

-0.50%

Shares26.0K

Event2026-06-30

Filed2026-07-08

VANGUARD MID CAP ETF

330.65%

Shares12.8K

Event2026-06-30

Filed2026-07-08

FFOG

FRANKLIN TEMPLETON ETF

-1.11%

Shares20.0K

Event2026-06-30

Filed2026-07-08

AOM

ISHARES TR CORE ETF

20.98%

Shares20.6K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

2.82%

Shares7.0K

Event2026-06-30

Filed2026-07-08

FLQM

FRANKLIN TEMPLETON ETF

0.54%

Shares17.7K

Event2026-06-30

Filed2026-07-08

RSP

INVESCO TR ETF

5.33%

Shares4.7K

Event2026-06-30

Filed2026-07-08

IEMG

ISHARES INC ETF

0.93%

Shares12.0K

Event2026-06-30

Filed2026-07-08

VIG

VANGUARD DIVIDEND ETF

4.41%

Shares4.2K

Event2026-06-30

Filed2026-07-08

MTSI

MACOM TECHNOLOGY

20.17%

Shares2.6K

Event2026-06-30

Filed2026-07-08

VANGUARD SMALL CAP ETF

4.50%

Shares3.3K

Event2026-06-30

Filed2026-07-08

SYK

STRYKER CORP

2.44%

Shares3.1K

Event2026-06-30

Filed2026-07-08

ISCF

ISHARES TR ETF

1.66%

Shares22.5K

Event2026-06-30

Filed2026-07-08

ETN

EATON CORP PLC

30.21%

Shares2.2K

Event2026-06-30

Filed2026-07-08

ILCG

ISHARES MORNINGSTAR ETF

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-08

ITW

ILLINOIS TOOL WORKS INC

9.34%

Shares3.5K

Event2026-06-30

Filed2026-07-08

ASML

ASML HOLDING NV

7.67%

Shares463

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

-13.48%

Shares5.5K

Event2026-06-30

Filed2026-07-08

MASTERCARD INC CL A

8.14%

Shares1.7K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

13.30%

Shares1.5K

Event2026-06-30

Filed2026-07-08

WASTE MGMT INC DEL

9.03%

Shares3.9K

Event2026-06-30

Filed2026-07-08

DIA

STATE STREET SPDR ETF

7.54%

Shares1.7K

Event2026-06-30

Filed2026-07-08

SPHQ

INVESCO TR ETF

35.88%

Shares9.3K

Event2026-06-30

Filed2026-07-08

SPXC

SPX TECHNOLOGIES INC

16.58%

Shares3.3K

Event2026-06-30

Filed2026-07-08

LHX

L3HARRIS TECHNOLOGIES

10.67%

Shares2.8K

Event2026-06-30

Filed2026-07-08

SDVY

FIRST TR ETF VI ETF

2.80%

Shares18.5K

Event2026-06-30

Filed2026-07-08

LOW

LOWES COMPANIES INC

6.47%

Shares3.6K

Event2026-06-30

Filed2026-07-08

COCA-COLA COMPANY

1.98%

Shares9.6K

Event2026-06-30

Filed2026-07-08

ESE

ESCO TECHNOLOGIES INC

20.41%

Shares2.2K

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INCORPORATED

8.79%

Shares5.7K

Event2026-06-30

Filed2026-07-08

TXUE

THORNBURG TR ETF

27.87%

Shares22.3K

Event2026-06-30

Filed2026-07-08

PYLD

PIMCO TR MULTISECTOR ETF

52.32%

Shares28.8K

Event2026-06-30

Filed2026-07-08

AFL

AFLAC INC

9.26%

Shares6.5K

Event2026-06-30

Filed2026-07-08

TRANE TECHNOLOGIES PLC

6.42%

Shares1.5K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP

56.95%

Shares5.3K

Event2026-06-30

Filed2026-07-08

HBNC

HORIZON BANCORP INC

0.00%

Shares35.9K

Event2026-06-30

Filed2026-07-08

MEDTRONIC PLC

10.87%

Shares9.2K

Event2026-06-30

Filed2026-07-08

ADP

AUTOMATIC DATA

11.41%

Shares3.2K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TRUST ETF

-24.69%

Shares1.9K

Event2026-06-30

Filed2026-07-08

APPLIED INDL TECH INC

20.96%

Shares2.1K

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

708.24%

Shares687

Event2026-06-30

Filed2026-07-08

VGSH

VANGUARD SHORT-TERM ETF

10.69%

Shares11.6K

Event2026-06-30

Filed2026-07-08

GPIX

GOLDMAN SACHS TR ETF

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-08

FDVV

FIDELITY HIGH ETF

2.74%

Shares11.0K

Event2026-06-30

Filed2026-07-08

CURTISS-WRIGHT CORP

19.86%

Shares869

Event2026-06-30

Filed2026-07-08

ECL

ECOLAB INC

9.25%

Shares2.3K

Event2026-06-30

Filed2026-07-08

CLS

CELESTICA INC

14.83%

Shares1.8K

Event2026-06-30

Filed2026-07-08

MSI

MOTOROLA SOLUTIONS INC

12.32%

Shares1.5K

Event2026-06-30

Filed2026-07-08

URI

UNITED RENTALS INC

0.72%

Shares557

Event2026-06-30

Filed2026-07-08

SHW

SHERWIN WILLIAMS CO

6.78%

Shares1.8K

Event2026-06-30

Filed2026-07-08

S&P GLOBAL INC

5.26%

Shares1.5K

Event2026-06-30

Filed2026-07-08

KLAC

KLA CORP

4750.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

PALANTIR TECHNOLOGIES

57.43%

Shares5.2K

Event2026-06-30

Filed2026-07-08

MTUM

ISHARES ETF

17360.00%

Shares1.7K

Event2026-06-30

Filed2026-07-08

CMS

CMS ENERGY CORP

11.91%

Shares7.8K

Event2026-06-30

Filed2026-07-08

ROSC

HARTFORD MULTIFACTOR ETF

1.53%

Shares10.6K

Event2026-06-30

Filed2026-07-08

ATO

ATMOS ENERGY CORP

8.77%

Shares3.4K

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC

0.27%

Shares756

Event2026-06-30

Filed2026-07-08

GE AEROSPACE NEW

12.66%

Shares1.5K

Event2026-06-30

Filed2026-07-08

JXX

JANUS DETROIT STR TR ETF

-2.06%

Shares17.4K

Event2026-06-30

Filed2026-07-08

PSX

PHILLIPS 66

-55.81%

Shares3.4K

Event2026-06-30

Filed2026-07-08

ATI INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-08

INCM

FRANKLIN TEMPLETON ETF

3.47%

Shares19.7K

Event2026-06-30

Filed2026-07-08

PLD

PROLOGIS INC

-10.86%

Shares4.2K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

-3.14%

Shares6.1K

Event2026-06-30

Filed2026-07-08

AAM

-66.09%

Shares42.3K

Event2026-06-30

Filed2026-07-08

VISA INC CLASS A

-38.75%

Shares1.6K

Event2026-06-30

Filed2026-07-08

APPLIED MATERIALS INC

0.53%

Shares752

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

15.51%

Shares3.6K

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS

233.12%

Shares1.5K

Event2026-06-30

Filed2026-07-08

DFIC

DIMENSIONAL TR ETF

3.96%

Shares13.8K

Event2026-06-30

Filed2026-07-08

NJR

NEW JERSEY RES CORP

11.13%

Shares9.1K

Event2026-06-30

Filed2026-07-08

BND

VANGUARD TOTAL BOND ETF

5.31%

Shares7.0K

Event2026-06-30

Filed2026-07-08

CTAS

CINTAS CORP

8.30%

Shares3.0K

Event2026-06-30

Filed2026-07-08

XYL

XYLEM INC

6.03%

Shares4.2K

Event2026-06-30

Filed2026-07-08

EME

EMCOR GROUP INC

27.47%

Shares594

Event2026-06-30

Filed2026-07-08

GRANITE CONSTRUCTION CO

New

Shares3.1K

Event2026-06-30

Filed2026-07-08

FXR

FIRST TRUST ETF

13.37%

Shares5.3K

Event2026-06-30

Filed2026-07-08

DFAC

DIMENSIONAL TR US ETF

3.58%

Shares10.9K

Event2026-06-30

Filed2026-07-08

COLGATE-PALMOLIVE CO

12.68%

Shares5.1K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC NEW

48.50%

Shares3.7K

Event2026-06-30

Filed2026-07-08

VSS

VANGUARD INTL EQUITY ETF

2.01%

Shares3.0K

Event2026-06-30

Filed2026-07-08

FXO

FIRST TRUST ETF

472.08%

Shares7.5K

Event2026-06-30

Filed2026-07-08

BUFD

FIRST TR VIII VEST ETF

New

Shares15.6K

Event2026-06-30

Filed2026-07-08

EMR

EMERSON ELECTRIC CO

11.93%

Shares3.2K

Event2026-06-30

Filed2026-07-08

AXP

AMERICAN EXPRESS COMPANY

925.95%

Shares1.3K

Event2026-06-30

Filed2026-07-08

MDLZ

MONDELEZ INTL INC

15.30%

Shares7.8K

Event2026-06-30

Filed2026-07-08

MORGAN STANLEY & CO

14.30%

Shares2.1K

Event2026-06-30

Filed2026-07-08

RTX CORP

1.01%

Shares2.3K

Event2026-06-30

Filed2026-07-08

VONV

VANGUARD RUSSELL ETF

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-08

REALTY INCOME CORP

10.95%

Shares6.8K

Event2026-06-30

Filed2026-07-08

FRT

FEDERAL REALTY

11.36%

Shares3.4K

Event2026-06-30

Filed2026-07-08

JKHY

JACK HENRY & ASSOC INC

8.42%

Shares3.0K

Event2026-06-30

Filed2026-07-08

CHD

CHURCH & DWIGHT INC

12.14%

Shares4.2K

Event2026-06-30

Filed2026-07-08

FREEPORT-MCMORAN INC

11.87%

Shares6.5K

Event2026-06-30

Filed2026-07-08

ROAD

CONSTRUCTION PARTNERS

30.72%

Shares3.4K

Event2026-06-30

Filed2026-07-08

WMB

WILLIAMS COMPANIES

129.75%

Shares5.4K

Event2026-06-30

Filed2026-07-08

COR

CENCORA INC

7.65%

Shares1.4K

Event2026-06-30

Filed2026-07-08

AMT

AMERICAN TOWER CORP

-4.58%

Shares2.4K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD FTSE ETF

-0.66%

Shares5.5K

Event2026-06-30

Filed2026-07-08

MLM

MARTIN MARIETTA

-36.15%

Shares680

Event2026-06-30

Filed2026-07-08

XSD

STATE STREET SPDR ETF

New

Shares624

Event2026-06-30

Filed2026-07-08

PNC

PNC FINANCIAL SERVICES

29.23%

Shares1.6K

Event2026-06-30

Filed2026-07-08

FAST

FASTENAL CO

19.29%

Shares8.1K

Event2026-06-30

Filed2026-07-08

SPMO

INVESCO TR II ETF

751.25%

Shares2.4K

Event2026-06-30

Filed2026-07-08

DIS

WALT DISNEY COMPANY

-5.13%

Shares4.0K

Event2026-06-30

Filed2026-07-08

SHY

ISHARES ETF

9.24%

Shares4.5K

Event2026-06-30

Filed2026-07-08

DELL

DELL TECHNOLOGIES

-44.11%

Shares864

Event2026-06-30

Filed2026-07-08

VSAT

VIASAT INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-08

QQQM

INVESCO NASDAQ 100 ETF

3.59%

Shares1.2K

Event2026-06-30

Filed2026-07-08

GMMF

BLACKROCK TR ISHARES ETF

-47.34%

Shares3.7K

Event2026-06-30

Filed2026-07-08

XLF

SELECT SECTOR SPDR ETF

7.00%

Shares6.8K

Event2026-06-30

Filed2026-07-08

ICE

INTERCONTINENTAL EXCH

9.47%

Shares3.0K

Event2026-06-30

Filed2026-07-08

STLD

STEEL DYNAMICS INC

32.94%

Shares1.6K

Event2026-06-30

Filed2026-07-08

BARRICK MNG CORP

7.07%

Shares9.9K

Event2026-06-30

Filed2026-07-08

FIVE

FIVE BELOW INC

38.98%

Shares2.0K

Event2026-06-30

Filed2026-07-08

FXL

FIRST TRUST TECHNLGY ETF

-2.53%

Shares1.7K

Event2026-06-30

Filed2026-07-08

CIBR

FIRST TR NASDAQ ETF

151.59%

Shares3.9K

Event2026-06-30

Filed2026-07-08

XLV

SELECT SECTOR SPDR ETF

17.99%

Shares2.1K

Event2026-06-30

Filed2026-07-08

RKLB

ROCKET LAB CORP

4286.67%

Shares3.3K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES CORE S&P ETF

3.98%

Shares2.2K

Event2026-06-30

Filed2026-07-08

NEU

NEWMARKET CORPORATION

39.67%

Shares419

Event2026-06-30

Filed2026-07-08

DGRO

ISHARES CORE ETF

7.51%

Shares4.3K

Event2026-06-30

Filed2026-07-08

AFLG

FIRST TR EXCHANGE ETF

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

8.72%

Shares1.8K

Event2026-06-30

Filed2026-07-08

NSC

NORFOLK SOUTHERN CORP

892.23%

Shares1.0K

Event2026-06-30

Filed2026-07-08

AEM

AGNICO EAGLE MINES

-10.17%

Shares2.1K

Event2026-06-30

Filed2026-07-08

VLO

VALERO ENERGY CORP NEW

12.23%

Shares1.2K

Event2026-06-30

Filed2026-07-08

DFEM

DIMENSIONAL TR ETF

2.63%

Shares7.6K

Event2026-06-30

Filed2026-07-08

JPIB

JPMORGAN ETF

6.65%

Shares6.3K

Event2026-06-30

Filed2026-07-08

ABBNY

ABB LTD -SPONS ADR

3.92%

Shares2.8K

Event2026-06-30

Filed2026-07-08

TLN

TALEN ENERGY CORP NEW

1.03%

Shares783

Event2026-06-30

Filed2026-07-08

FTHI

FIRST TR BUY WRITE ETF

4.58%

Shares12.6K

Event2026-06-30

Filed2026-07-08

BIV

VANGUARD INTERMEDIAT ETF

7.69%

Shares3.9K

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS

16.15%

Shares2.8K

Event2026-06-30

Filed2026-07-08

VANGUARD TOTAL STOCK ETF

0.00%

Shares793

Event2026-06-30

Filed2026-07-08

ITA

ISHS US AERO & DEF ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

DLN

WISDOMTREE L/C DVD F ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-08

FITB

FIFTH THIRD BANCORP

2.36%

Shares5.1K

Event2026-06-30

Filed2026-07-08

SPIB

STATE STREET SPDR ETF

4.61%

Shares8.5K

Event2026-06-30

Filed2026-07-08

CVS

CVS HEALTH

-1.41%

Shares2.7K

Event2026-06-30

Filed2026-07-08

BIL

STATE STREET SPDR ETF

-26.46%

Shares3.1K

Event2026-06-30

Filed2026-07-08

ISHARES CORE U.S. ETF

2.73%

Shares2.8K

Event2026-06-30

Filed2026-07-08

VST

VISTRA CORP

5.30%

Shares1.7K

Event2026-06-30

Filed2026-07-08

NDMO

NUVEEN DYNAMIC MUNICIPAL

1.81%

Shares25.3K

Event2026-06-30

Filed2026-07-08

RODM

HARTFORD MULTIFACTOR ETF

-1.63%

Shares6.4K

Event2026-06-30

Filed2026-07-08

FBT

FIRST TRUST ETF

1113.25%

Shares1.0K

Event2026-06-30

Filed2026-07-08

HYG

ISHARES IBOXX $ ETF

4.28%

Shares3.1K

Event2026-06-30

Filed2026-07-08

FNX

FIRST TRUST MID CAP ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-08

GRMN

GARMIN LTD

15.18%

Shares1.0K

Event2026-06-30

Filed2026-07-08

DUK

DUKE ENERGY CORP

-1.75%

Shares2.0K

Event2026-06-30

Filed2026-07-08

IUSG

ISHARES ETF

18.85%

Shares1.3K

Event2026-06-30

Filed2026-07-08

EFV

ISHARES ETF

21.92%

Shares3.2K

Event2026-06-30

Filed2026-07-08

WPM

WHEATON PRECIOUS METALS

-0.41%

Shares2.2K

Event2026-06-30

Filed2026-07-08

UWM

ULTRA RUSSELL 2000 ETF

New

Shares3.6K

Event2026-06-30

Filed2026-07-08

OKE

ONEOK INC NEW

1.46%

Shares2.8K

Event2026-06-30

Filed2026-07-08

ROP

ROPER TECHNOLOGIES

9.37%

Shares689

Event2026-06-30

Filed2026-07-08

VONG

VANGUARD RUSSELL ETF

-0.44%

Shares1.8K

Event2026-06-30

Filed2026-07-08

CGMU

CAPITAL GRP ETF

0.20%

Shares8.4K

Event2026-06-30

Filed2026-07-08

CRWV

COREWEAVE INC

22.28%

Shares2.3K

Event2026-06-30

Filed2026-07-08

EOG

EOG RESOURCES INC

-3.12%

Shares1.8K

Event2026-06-30

Filed2026-07-08

FNV

FRANCO-NEVADA CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

OKLO

OKLO INC CL A

4.20%

Shares4.4K

Event2026-06-30

Filed2026-07-08

MUB

ISHARES NATIONAL ETF

-12.36%

Shares2.1K

Event2026-06-30

Filed2026-07-08

RGLD

ROYAL GOLD INC

10.24%

Shares1.1K

Event2026-06-30

Filed2026-07-08

IUSV

ISHARES ETF

13.88%

Shares2.1K

Event2026-06-30

Filed2026-07-08

TRANSAMERICA LIFE INS CO

New

Shares279.0K

Event2026-06-30

Filed2026-07-08

JEPI

JPMORGAN EQUITY TR ETF

0.10%

Shares3.9K

Event2026-06-30

Filed2026-07-08

UNP

UNION PACIFIC CORP

5.33%

Shares791

Event2026-06-30

Filed2026-07-08

SPXL

DIREXION SHS TR ETF

68.97%

Shares784

Event2026-06-30

Filed2026-07-08

ROK

ROCKWELL AUTOMATION INC

4.68%

Shares425

Event2026-06-30

Filed2026-07-08

WELL

WELLTOWER INC

-3.65%

Shares925

Event2026-06-30

Filed2026-07-08

BDX

BECTON DICKINSON & CO

25.43%

Shares1.4K

Event2026-06-30

Filed2026-07-08

KMI

KINDER MORGAN INC DEL

5.76%

Shares6.5K

Event2026-06-30

Filed2026-07-08

STRL

STERLING INFRASTRUCTURE

-34.39%

Shares248

Event2026-06-30

Filed2026-07-08

SMH

VANECK VECTORS TR ETF

0.00%

Shares317

Event2026-06-30

Filed2026-07-08

WDC

WESTERN DIGITAL CORP

0.00%

Shares317

Event2026-06-30

Filed2026-07-08

FDX

FEDEX CORPORATION

-2.29%

Shares640

Event2026-06-30

Filed2026-07-08

OGIG

ALPS ETF TR ETF

-1.66%

Shares4.5K

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD INTL EQUITY ETF

0.78%

Shares3.3K

Event2026-06-30

Filed2026-07-08

CDNS

CADENCE DESIGN SYSTEMS

7.38%

Shares524

Event2026-06-30

Filed2026-07-08

MRVL

MARVELL TECHNOLOGY INC

New

Shares658

Event2026-06-30

Filed2026-07-08

NETFLIX INC

27.38%

Shares2.7K

Event2026-06-30

Filed2026-07-08

NUGT

DIREXION SHS TR ETF

160.12%

Shares1.7K

Event2026-06-30

Filed2026-07-08

SCCO

SOUTHERN COPPER CORP

23.75%

Shares1.1K

Event2026-06-30

Filed2026-07-08

UBER

UBER TECHNOLOGIES

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-08

CGMM

CAPITAL GRP EQUITY ETF

16.21%

Shares5.8K

Event2026-06-30

Filed2026-07-08

LINCOLN NATL LIFE INS CO

New

Shares100.0K

Event2026-06-30

Filed2026-07-08

3M CO

113.48%

Shares1.2K

Event2026-06-30

Filed2026-07-08

SIEGY

SIEMENS A G - ADR

5.83%

Shares1.2K

Event2026-06-30

Filed2026-07-08

UFO

PROCURE ETF TR II ETF

New

Shares3.7K

Event2026-06-30

Filed2026-07-08

HSY

HERSHEY COMPANY

104.17%

Shares1.1K

Event2026-06-30

Filed2026-07-08

SEAGATE TECHNOLOGY

42.65%

Shares194

Event2026-06-30

Filed2026-07-08

BSTZ

BLACKROCK SCIENCE AND

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC

169.06%

Shares374

Event2026-06-30

Filed2026-07-08

BLV

VANGUARD LONG TERM ETF

9.69%

Shares2.7K

Event2026-06-30

Filed2026-07-08

ADVISORS ASSET MGMT

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-08

VIOO

VANGUARD S&P ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

SCHW

SCHWAB CHARLES CORP NEW

-13.94%

Shares2.0K

Event2026-06-30

Filed2026-07-08

UPS

UNITED PARCEL SERVICE-B

124.86%

Shares1.6K

Event2026-06-30

Filed2026-07-08

NDAQ

NASDAQ INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

VANECK GOLD MINERS ETF

12.35%

Shares2.3K

Event2026-06-30

Filed2026-07-08

VBR

VANGUARD SMALL CAP V ETF

10.33%

Shares705

Event2026-06-30

Filed2026-07-08

KMB

KIMBERLY-CLARK CORP

23.94%

Shares1.6K

Event2026-06-30

Filed2026-07-08

ASTRAZENECA PLC

-0.11%

Shares896

Event2026-06-30

Filed2026-07-08

HDV

ISHARES TR ETF

329.73%

Shares6.1K

Event2026-06-30

Filed2026-07-08

SELECT SECTOR SPDR ETF

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-08

OXY

OCCIDENTAL PETE CORP

1.09%

Shares3.4K

Event2026-06-30

Filed2026-07-08

VANGUARD RUSSELL ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

VBK

VANGUARD SMALL CAP ETF

7.79%

Shares443

Event2026-06-30

Filed2026-07-08

XAR

STATE STREET SPDR ETF

133.61%

Shares570

Event2026-06-30

Filed2026-07-08

DEERE & CO

4.51%

Shares255

Event2026-06-30

Filed2026-07-08

CEG

CONSTELLATION ENERGY

3.72%

Shares642

Event2026-06-30

Filed2026-07-08

SNDK

SANDISK CORP

New

Shares70

Event2026-06-30

Filed2026-07-08

MYRG

MYR GROUP INC./DELAWARE

-29.71%

Shares317

Event2026-06-30

Filed2026-07-08

COHR

COHERENT CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-08

MMC

MARSH

2.84%

Shares941

Event2026-06-30

Filed2026-07-08

GUGGENHEIM

New

Shares14.1K

Event2026-06-30

Filed2026-07-08

RWL

INVESCO TR II ETF

13.18%

Shares1.2K

Event2026-06-30

Filed2026-07-08

IAU

ISHARES GOLD TR ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

CRCL

CIRCLE INTERNET GRP INC

25.72%

Shares2.4K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS

4.35%

Shares839

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL MYERS SQUIBB

65.00%

Shares2.6K

Event2026-06-30

Filed2026-07-08

CAH

CARDINAL HEALTH INC

1.62%

Shares629

Event2026-06-30

Filed2026-07-08

SRE

SEMPRA ENERGY

13.75%

Shares1.6K

Event2026-06-30

Filed2026-07-08

GILD

GILEAD SCIENCES INC

58.11%

Shares1.2K

Event2026-06-30

Filed2026-07-08

SHEL

SHELL PLC ADR

729.26%

Shares1.9K

Event2026-06-30

Filed2026-07-08

SCHD

SCHWAB US DIVIDEND ETF

-19.28%

Shares4.6K

Event2026-06-30

Filed2026-07-08

EBAY

EBAY INC

4.57%

Shares1.3K

Event2026-06-30

Filed2026-07-08

EQT

EQT CORP

34.65%

Shares2.7K

Event2026-06-30

Filed2026-07-08

NUE

NUCOR CORP

0.00%

Shares642

Event2026-06-30

Filed2026-07-08

UCTT

ULTRA CLEAN HOLDINGS

New

Shares992

Event2026-06-30

Filed2026-07-08

PAYX

PAYCHEX INC

29.41%

Shares1.4K

Event2026-06-30

Filed2026-07-08

AT & T INC

-30.52%

Shares6.8K

Event2026-06-30

Filed2026-07-08

PROSHARES TR II ETF

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-08

HPE

HEWLETT PACKARD

-56.90%

Shares3.0K

Event2026-06-30

Filed2026-07-08

SPG

SIMON PROPERTY GROUP

5.11%

Shares597

Event2026-06-30

Filed2026-07-08

FIX

COMFORT SYS USA INC

3.08%

Shares67

Event2026-06-30

Filed2026-07-08

FDN

FIRST TRUST DOW JONE ETF

New

Shares499

Event2026-06-30

Filed2026-07-08

AIRR

FIRST TR RBA ETF

0.00%

Shares987

Event2026-06-30

Filed2026-07-08

AON

AON PLC

1.02%

Shares395

Event2026-06-30

Filed2026-07-08

VXUS

VANGUARD TOTAL INTL ETF

37.93%

Shares1.5K

Event2026-06-30

Filed2026-07-08

MPC

MARATHON PETROLEUM CORP

66.23%

Shares502

Event2026-06-30

Filed2026-07-08

ALPS TR ETF

0.24%

Shares2.5K

Event2026-06-30

Filed2026-07-08

SONY

SONY GROUP CORP NEW ADR

8.31%

Shares6.3K

Event2026-06-30

Filed2026-07-08

FELC

FIDELITY COVINGTON ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-08

NEM

NEWMONT CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

JPMORGAN TR NASDAQ ETF

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES ETF

10.64%

Shares416

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP

4.21%

Shares297

Event2026-06-30

Filed2026-07-08

DRI

DARDEN RESTAURANTS

40.24%

Shares596

Event2026-06-30

Filed2026-07-08

APD

AIR PRODUCTS & CHEMICALS

34.30%

Shares415

Event2026-06-30

Filed2026-07-08

AEP

AMERICAN ELECTRIC POWER

-2.63%

Shares889

Event2026-06-30

Filed2026-07-08

INVESTMENT MANAGERS ETF

-39.49%

Shares4.6K

Event2026-06-30

Filed2026-07-08

FIRST TRUST

-5.04%

Shares10.4K

Event2026-06-30

Filed2026-07-08

VERIZON COMMUNICATIONS

1.54%

Shares2.8K

Event2026-06-30

Filed2026-07-08

IYW

ISHARES ETF

0.21%

Shares475

Event2026-06-30

Filed2026-07-08

QID

PROSHARES TR ETF

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-08

XLE

SELECT SECTOR SPDR ETF

-28.17%

Shares2.2K

Event2026-06-30

Filed2026-07-08

FIRST TRUST

-77.07%

Shares9.4K

Event2026-06-30

Filed2026-07-08

ZOETIS INC

-20.70%

Shares1.6K

Event2026-06-30

Filed2026-07-08

XLP

SELECT SECTOR SPDR ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

KRE

STATE STREET SPDR ETF

18.95%

Shares1.5K

Event2026-06-30

Filed2026-07-08

EFA

ISHARES MSCI EAFE IN ETF

37.47%

Shares1.1K

Event2026-06-30

Filed2026-07-08

ORLY

O'REILLY AUTOMOTIVE INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

BKNG

BOOKING HLDGS INC

3372.22%

Shares625

Event2026-06-30

Filed2026-07-08

FIRST TRUST

-84.97%

Shares9.0K

Event2026-06-30

Filed2026-07-08

TEL

TE CONNECTIVITY PLC

6.18%

Shares550

Event2026-06-30

Filed2026-07-08

DOMINION ENERGY INC

2.33%

Shares1.6K

Event2026-06-30

Filed2026-07-08

ETR

ENTERGY CORP NEW

2.01%

Shares963

Event2026-06-30

Filed2026-07-08

DINO

HF SINCLAIR CORP

1.94%

Shares1.6K

Event2026-06-30

Filed2026-07-08

FNDF

SCHWAB STRATEGIC TR ETF

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-08

HAL

HALLIBURTON COMPANY

-7.91%

Shares3.2K

Event2026-06-30

Filed2026-07-08

AFFIRM HLDGS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

SLB

SLB LTD

88.31%

Shares2.3K

Event2026-06-30

Filed2026-07-08

TFI

STATE STREET SPDR ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-08

VVX

V2X INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-08

DEUTSCHE BANK AG

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-08

STATE STREET SPDR ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

GENERAL MOTORS CO

0.23%

Shares1.3K

Event2026-06-30

Filed2026-07-08

SOUTHERN COMPANY

27.99%

Shares1.1K

Event2026-06-30

Filed2026-07-08

VTEB

VANGUARD MUN BD FDS ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

EEM

ISHARES MSCI ETF

23.71%

Shares1.5K

Event2026-06-30

Filed2026-07-08

JPST

JPMORGAN ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

FIRST TRUST PORTFOLIO LP

-60.36%

Shares7.3K

Event2026-06-30

Filed2026-07-08

LQD

ISHARES IBOXX & ETF

-11.26%

Shares906

Event2026-06-30

Filed2026-07-08

JOHNSON CTLS INTL PLC

2.27%

Shares676

Event2026-06-30

Filed2026-07-08

GTOP

GOLDMAN SACHS TR ETF

-5.57%

Shares2.0K

Event2026-06-30

Filed2026-07-08

AIQ

GLOBAL X FUNDS ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

XLC

SELECT SECTOR SPDR ETF

0.00%

Shares897

Event2026-06-30

Filed2026-07-08

FIRST TRUST PORTFOLIO LP

-82.88%

Shares7.7K

Event2026-06-30

Filed2026-07-08

FDL

FIRST TRUST MORNNGSTRETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

BOEING CO

4.76%

Shares440

Event2026-06-30

Filed2026-07-08

PGY

PAGAYA TECHNOLOGIES LTD

-57.45%

Shares5.2K

Event2026-06-30

Filed2026-07-08

TYG

TORTOISE ENERGY

4.76%

Shares2.2K

Event2026-06-30

Filed2026-07-08

KBE

STATE STREET SPDR ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

AMERICAN GENERAL LIFE

New

Shares174.7K

Event2026-06-30

Filed2026-07-08

FIRST TR DORSEY ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

CGBL

CAPITAL GRP CORE ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-08

PBF

PBF ENERGY INC

2.74%

Shares2.0K

Event2026-06-30

Filed2026-07-08

RBC

RBC BEARINGS INC

82.05%

Shares142

Event2026-06-30

Filed2026-07-08

USMV

ISHARES EDGE MSCI ETF

0.00%

Shares945

Event2026-06-30

Filed2026-07-08

FBTC

FIDELITY WISE ORIGIN ETF

48.79%

Shares1.8K

Event2026-06-30

Filed2026-07-08

USB

US BANCORP NEW

53.63%

Shares1.5K

Event2026-06-30

Filed2026-07-08

IVE

ISHARES S&P500 VALUE ETF

0.00%

Shares399

Event2026-06-30

Filed2026-07-08

CRSP

CRISPR THERAPEUTICS AG

184.20%

Shares1.6K

Event2026-06-30

Filed2026-07-08

SPACE EXPLORATION

New

Shares520

Event2026-06-30

Filed2026-07-08

PPA

INVESCO TR ETF

0.00%

Shares495

Event2026-06-30

Filed2026-07-08

ON SEMI CONDUCTOR CORP

1.77%

Shares922

Event2026-06-30

Filed2026-07-08

XLY

SELECT SECTOR SPDR ETF

0.00%

Shares732

Event2026-06-30

Filed2026-07-08

DAL

DELTA AIR LINES INC NEW

3.77%

Shares908

Event2026-06-30

Filed2026-07-08

ALTRIA GROUP INC

0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-08

HIMU

BLACKROCK TR II ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-08

CGGO

CAPITAL GRP GLOBAL ETF

27.42%

Shares2.0K

Event2026-06-30

Filed2026-07-08

ROUNDHILL TR MEMORY ETF

New

Shares1.1K

Event2026-06-30

Filed2026-07-08

PFE

PFIZER INCORPORATED

-6.83%

Shares3.4K

Event2026-06-30

Filed2026-07-08

FIRST TRUST

-90.89%

Shares7.2K

Event2026-06-30

Filed2026-07-08

INVESTMENT MANAGERS ETF

New

Shares2.7K

Event2026-06-30

Filed2026-07-08

WESBANCO INC SER VAR PFD

New

Shares3.2K

Event2026-06-30

Filed2026-07-08

VYM

VANGUARD HIGH DIVIDE ETF

4.53%

Shares508

Event2026-06-30

Filed2026-07-08

AOS

A O SMITH

11.43%

Shares1.3K

Event2026-06-30

Filed2026-07-08

VMI

VALMONT IND INC COM

0.00%

Shares137

Event2026-06-30

Filed2026-07-08

HWM

HOWMET AEROSPACE INC

0.00%

Shares289

Event2026-06-30

Filed2026-07-08

COWZ

PACER FDS TR ETF

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-08

DEM

WISDOMTREE EMERGING ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMERICA CORP

3.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

FANG

DIAMONDBACK ENERGY INC

1.64%

Shares434

Event2026-06-30

Filed2026-07-08

NXP SEMICONDUCTORS NV

11.52%

Shares271

Event2026-06-30

Filed2026-07-08

TECL

DIREXION SHS TR ETF

New

Shares330

Event2026-06-30

Filed2026-07-08

AAM

New

Shares6.6K

Event2026-06-30

Filed2026-07-08

IDOG

ALPS INTL SECTOR DIV ETF

16.50%

Shares1.8K

Event2026-06-30

Filed2026-07-08

DLR

DIGITAL REALTY TRUST INC

-3.02%

Shares417

Event2026-06-30

Filed2026-07-08

LGND

LIGAND PHARMACEUTICALS

New

Shares236

Event2026-06-30

Filed2026-07-08

KKR

KKR & CO INC

-0.25%

Shares812

Event2026-06-30

Filed2026-07-08

TXO

TXO PARTNERS LP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-08

TFC

TRUIST FINL CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

STAG

STAG INDUSTRIAL INC

9.65%

Shares1.9K

Event2026-06-30

Filed2026-07-08

CGUS

CAPITAL GROUP CORE ETF

5.09%

Shares1.6K

Event2026-06-30

Filed2026-07-08

SPXU

PROSHARES TR ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

ENB

ENBRIDGE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

INVESCO

-32.80%

Shares7.4K

Event2026-06-30

Filed2026-07-08

RSG

REPUBLIC SVCS INC

0.00%

Shares337

Event2026-06-30

Filed2026-07-08

TGT

TARGET CORP

0.37%

Shares549

Event2026-06-30

Filed2026-07-08

PVAL

PUTNAM ETF

113.68%

Shares1.4K

Event2026-06-30

Filed2026-07-08

HONEYWELL INTL INC

New

Shares314

Event2026-06-30

Filed2026-07-08

WFC

WELLS FARGO & CO NEW

-1.16%

Shares849

Event2026-06-30

Filed2026-07-08

HONEYWELL AEROSPACE

New

Shares314

Event2026-06-30

Filed2026-07-08

CSL

CARLISLE COMPANIES INC

2.69%

Shares191

Event2026-06-30

Filed2026-07-08

WAT

WATERS CORPORATION

49.18%

Shares182

Event2026-06-30

Filed2026-07-08

VIGI

VANGUARD INTERNATION ETF

0.00%

Shares726

Event2026-06-30

Filed2026-07-08

KROGER COMPANY COMMON

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

DHR

DANAHER CORP

0.00%

Shares348

Event2026-06-30

Filed2026-07-08

XEL

XCEL ENERGY INC

0.00%

Shares805

Event2026-06-30

Filed2026-07-08

DVN

DEVON ENERGY CORP

55.89%

Shares1.6K

Event2026-06-30

Filed2026-07-08

IWB

ISHARES ETF

0.00%

Shares157

Event2026-06-30

Filed2026-07-08

CNQ

CANADIAN NATURAL

-22.87%

Shares1.6K

Event2026-06-30

Filed2026-07-08

FIRST TRUST

-77.09%

Shares5.2K

Event2026-06-30

Filed2026-07-08

ADSK

AUTODESK INC

0.00%

Shares325

Event2026-06-30

Filed2026-07-08

ALL

ALLSTATE CORP

0.00%

Shares265

Event2026-06-30

Filed2026-07-08

COIN

COINBASE GLOBAL INC

0.00%

Shares430

Event2026-06-30

Filed2026-07-08

MELI

MERCADOLIBRE INC

-15.91%

Shares37

Event2026-06-30

Filed2026-07-08

GNTX

GENTEX CORPORATION

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-08

OEFA

ALPS TR ETF

36.21%

Shares1.8K

Event2026-06-30

Filed2026-07-08

ADVISORS ASSET MGMT

-23.10%

Shares5.9K

Event2026-06-30

Filed2026-07-08

WWD

WOODWARD INC

0.00%

Shares145

Event2026-06-30

Filed2026-07-08

HIG

HARTFORD INSURANCE GROUP

1.09%

Shares462

Event2026-06-30

Filed2026-07-08

JAZZ PHARMACEUTICALS PLC

New

Shares254

Event2026-06-30

Filed2026-07-08

DIVO

AMPLIFY ETF TR ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

UMBFO

UMB FINANCIAL VAR PFD

New

Shares2.3K

Event2026-06-30

Filed2026-07-08

FELG

FIDELITY COVINGTON ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

SNOWFLAKE INC

-0.42%

Shares238

Event2026-06-30

Filed2026-07-08

SPYG

STATE STREET SPDR ETF

0.00%

Shares506

Event2026-06-30

Filed2026-07-08

MOG.A

MOOG INC CL A

0.00%

Shares142

Event2026-06-30

Filed2026-07-08

HLT

HILTON WORLDWIDE

0.00%

Shares182

Event2026-06-30

Filed2026-07-08

FYX

FIRST TRUST SMALL ETF

0.00%

Shares405

Event2026-06-30

Filed2026-07-08

QQQU

DIREXION SHS TR ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

CRS

CARPENTER TECHNOLOGY

1228.57%

Shares93

Event2026-06-30

Filed2026-07-08

FIRST TRUST PORTFLIOS LP

New

Shares5.7K

Event2026-06-30

Filed2026-07-08

ROG

ROGERS CORPORATION

0.00%

Shares350

Event2026-06-30

Filed2026-07-08

CYD

CHINA YUCHAI INTL LTD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

CSX

CSX CORP

-6.23%

Shares1.2K

Event2026-06-30

Filed2026-07-08

ICHR

ICHOR HOLDINGS LTD

0.00%

Shares500

Event2026-06-30

Filed2026-07-08

MP MATLS CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

MGK

VANGUARD MEGA CAP ETF

400.00%

Shares625

Event2026-06-30

Filed2026-07-08

SPDR GOLD MINISHARES ETF

New

Shares691

Event2026-06-30

Filed2026-07-08

TER

TERADYNE INCORPORATED

-8.13%

Shares113

Event2026-06-30

Filed2026-07-08

WRB

BERKLEY W R CORPORATION

-68.62%

Shares775

Event2026-06-30

Filed2026-07-08

AMKR

AMKOR TECHNOLOGY INC

New

Shares630

Event2026-06-30

Filed2026-07-08

FEZ

SPDR EURO STOXX 50 ETF

0.00%

Shares788

Event2026-06-30

Filed2026-07-08

CLX

CLOROX COMPANY

21.55%

Shares564

Event2026-06-30

Filed2026-07-08

ETH

GRAYSCALE ETHEREUM ETF

58.05%

Shares3.6K

Event2026-06-30

Filed2026-07-08

ILDR

FIRST TR ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

VXF

VANGUARD EXTENDED ETF

0.00%

Shares216

Event2026-06-30

Filed2026-07-08

MPWR

MONOLITHIC POWER SYSTEMS

0.00%

Shares38

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP

-60.66%

Shares513

Event2026-06-30

Filed2026-07-08

WINTRUST 7.875 VAR PFD

New

Shares2.0K

Event2026-06-30

Filed2026-07-08

PPLT

ABERDEEN STD ETF

900.00%

Shares3.7K

Event2026-06-30

Filed2026-07-08

MNA

INDEXIQ TR ETF

9.48%

Shares1.4K

Event2026-06-30

Filed2026-07-08

GHM

GRAHAM CORP

New

Shares418

Event2026-06-30

Filed2026-07-08

ARCHROCK INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

SHOP

SHOPIFY INC CL A

-86.29%

Shares447

Event2026-06-30

Filed2026-07-08

FORD MOTOR COMPANY

0.30%

Shares3.7K

Event2026-06-30

Filed2026-07-08

AMERIPRISE FINANCIAL

0.00%

Shares110

Event2026-06-30

Filed2026-07-08

SPHD

INVESCO TR II ETF

0.71%

Shares991

Event2026-06-30

Filed2026-07-08

CITIGROUP INC NEW

0.00%

Shares357

Event2026-06-30

Filed2026-07-08

FTGC

FIRST TR GLOBAL ETF

0.22%

Shares1.9K

Event2026-06-30

Filed2026-07-08

SAFRAN SA-UNSPON ADR

0.00%

Shares507

Event2026-06-30

Filed2026-07-08

OEF

ISHARES ETF

New

Shares135

Event2026-06-30

Filed2026-07-08

JAAA

JANUS DETROIT STR TR ETF

-32.83%

Shares974

Event2026-06-30

Filed2026-07-08

TTWO

TAKE-TWO INTERACTIVE

0.00%

Shares195

Event2026-06-30

Filed2026-07-08

EPD

ENTERPRISE PRODUCTS

6.29%

Shares1.3K

Event2026-06-30

Filed2026-07-08

TRAVELERS COS INC/ THE

21.49%

Shares147

Event2026-06-30

Filed2026-07-08

QUVU

HARTFORD FDS ETF

-52.04%

Shares1.6K

Event2026-06-30

Filed2026-07-08

EQR

EQUITY RESIDENTIAL

16.45%

Shares708

Event2026-06-30

Filed2026-07-08

FIRST TRUST

-41.93%

Shares5.6K

Event2026-06-30

Filed2026-07-08

FLJP

FRANKLIN TEMPLETON ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

FFC

FLAHERTY & CRUMRINE

New

Shares2.9K

Event2026-06-30

Filed2026-07-08

IAI

ISHARES ETF

0.00%

Shares269

Event2026-06-30

Filed2026-07-08

RYDER SYSTEM INC

0.00%

Shares178

Event2026-06-30

Filed2026-07-08

ETV

EATON VANCE TAX-MANAGED

New

Shares3.1K

Event2026-06-30

Filed2026-07-08

APOLLO GLOBAL MGMT INC

4.52%

Shares393

Event2026-06-30

Filed2026-07-08

FAD

FIRST TRUST MULTI ETF

0.00%

Shares231

Event2026-06-30

Filed2026-07-08

SHARKNINJA INC

-93.25%

Shares303

Event2026-06-30

Filed2026-07-08

EPP

ISHARES MSCI PACIFIC ETF

0.00%

Shares861

Event2026-06-30

Filed2026-07-08

FEDEX FGHT HLDG CO INC

New

Shares300

Event2026-06-30

Filed2026-07-08

FBCG

FIDELITY COVINGTON ETF

265.00%

Shares730

Event2026-06-30

Filed2026-07-08

FLGB

FRANKLIN TEMPLETON ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

PEG

PUBLIC SVC ENTERPRISE

0.00%

Shares554

Event2026-06-30

Filed2026-07-08

HLI

HOULIHAN LOKEY INC CL A

0.00%

Shares334

Event2026-06-30

Filed2026-07-08

HYATT HOTELS CORP

0.00%

Shares229

Event2026-06-30

Filed2026-07-08

QBTS

D-WAVE QUANTUM INC

428.57%

Shares1.9K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA LLC

27.59%

Shares37

Event2026-06-30

Filed2026-07-08

NLR

VANECK ETF TRUST ETF

-72.13%

Shares381

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available