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The Analysis of TITLEIST ASSET MANAGEMENT, LLC's Holdings & P&L

Currently, TITLEIST ASSET MANAGEMENT, LLC holds 410 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in VUG (+189.1K shares, valued at $16.3M), VGT (+113.7K shares, valued at $13.6M), VO (+111.2K shares, valued at $9.0M); decreased their positions in SGOV (-76.9K shares, valued at $7.7M), AMD (-6.8K shares, valued at $3.9M), IBTI (-160.7K shares, valued at $3.6M); initiated new positions in FRMI (+741.4K shares, valued at $6.8M), N/A (+52.0K shares, valued at $5.2M), IBMP (+101.0K shares, valued at $2.6M).

1M P&L

+3.4M+0.26%

3M P&L

+12.3M+0.97%

HY P&L

-120.1M-8.54%

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/A946.0M

72.5%

2Auto Manufacturers70.5M

5.4%

3Semiconductors63.2M

4.8%

Top Industries by Stock Count

1N/A222 stocks

61.8%

2Semiconductors8 stocks

2.2%

3Software - Infrastructure7 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSLA TESLA INC167.6K shares-0.76%2026-06-302026-07-20

SGOV ISHARES TR560.0K shares-12.07%2026-06-302026-07-20

NVDA NVIDIA CORPORATION219.7K shares2.39%2026-06-302026-07-20

IJH ISHARES TR555.9K shares3.89%2026-06-302026-07-20

IWM ISHARES TR137.1K shares-0.06%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL70.3K shares2.71%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T45.2K shares7.15%2026-06-302026-07-20

MGV VANGUARD WORLD FD191.5K shares4.57%2026-06-302026-07-20

Sponsored

IWY ISHARES TR99.6K shares4.29%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T127.8K shares9.49%2026-06-302026-07-20

IBTK ISHARES TR1.4M shares11.69%2026-06-302026-07-20

BOXX EA SERIES TRUST206.4K shares-0.04%2026-06-302026-07-20

IJR ISHARES TR150.8K shares4.37%2026-06-302026-07-20

AAPL APPLE INC74.2K shares-6.52%2026-06-302026-07-20

AMZN AMAZON COM INC89.6K shares-11.20%2026-06-302026-07-20

VUSB VANGUARD BD INDEX FDS412.8K shares-0.80%2026-06-302026-07-20

Sponsored

IBTL ISHARES TR990.4K shares3.70%2026-06-302026-07-20

VUG VANGUARD INDEX FDS227.7K shares489.12%2026-06-302026-07-20

IEF ISHARES TR198.6K shares0.87%2026-06-302026-07-20

IBTH ISHARES TR732.1K shares6.66%2026-06-302026-07-20

VGT VANGUARD WORLD FD130.4K shares680.49%2026-06-302026-07-20

DIVZ ELEVATION SERIES TRUST396.1K shares0.02%2026-06-302026-07-20

IDMO INVESCO EXCH TRADED FD TR II237.6K shares4.17%2026-06-302026-07-20

VTV VANGUARD INDEX FDS65.4K shares-1.80%2026-06-302026-07-20

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD237.2K shares5.51%2026-06-302026-07-20

VHT VANGUARD WORLD FD44.3K shares1.38%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS35.4K shares1.74%2026-06-302026-07-20

IVLU ISHARES TR307.9K shares4.52%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC22.1K shares-23.49%2026-06-302026-07-20

EFA ISHARES TR117.4K shares7.41%2026-06-302026-07-20

VO VANGUARD INDEX FDS148.1K shares301.33%2026-06-302026-07-20

IEMG ISHARES INC143.3K shares4.08%2026-06-302026-07-20

Sponsored

BROADCOM INC BROADCOM INC31.3K shares-9.16%2026-06-302026-07-20

ARK ETF TR ARK ETF TR143.8K shares-0.01%2026-06-302026-07-20

GOOGL ALPHABET INC32.5K shares-21.08%2026-06-302026-07-20

GOOG ALPHABET INC31.9K shares-4.39%2026-06-302026-07-20

VB VANGUARD INDEX FDS34.7K shares-1.05%2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS44.3K shares3.17%2026-06-302026-07-20

ISHARES TR ISHARES TR13.9K shares20.15%2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC88.6K shares1.54%2026-06-302026-07-20

Sponsored

VGSH VANGUARD SCOTTSDALE FDS174.5K shares19.34%2026-06-302026-07-20

IBTM ISHARES TR439.4K shares379.33%2026-06-302026-07-20

QQQ INVESCO QQQ TR13.2K shares1.95%2026-06-302026-07-20

BND VANGUARD BD INDEX FDS124.9K shares-4.35%2026-06-302026-07-20

MSFT MICROSOFT CORP24.6K shares-6.88%2026-06-302026-07-20

VOO VANGUARD INDEX FDS13.2K shares1.24%2026-06-302026-07-20

IBTI ISHARES TR398.1K shares-28.76%2026-06-302026-07-20

IBTG ISHARES TR376.8K shares-22.50%2026-06-302026-07-20

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T48.8K shares2.81%2026-06-302026-07-20

VNOM VIPER ENERGY INC192.8K shares-2.52%2026-06-302026-07-20

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC9.9K shares-30.53%2026-06-302026-07-20

IWN ISHARES TR33.9K shares6.22%2026-06-302026-07-20

EDIV SPDR INDEX SHS FDS179.5K shares4.86%2026-06-302026-07-20

ARKB ARK 21SHARES BITCOIN ETF368.5K shares-3.30%2026-06-302026-07-20

FBND FIDELITY MERRIMACK STR TR156.5K shares4.30%2026-06-302026-07-20

FRMI FERMI INC741.4K sharesnew addition2026-06-302026-07-20

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD78.4K shares1.52%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS88.2K shares1.40%2026-06-302026-07-20

AUSF GLOBAL X FDS127.4K shares6.08%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC11.0K shares3.39%2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR194.0K shares5.33%2026-06-302026-07-20

VBK VANGUARD INDEX FDS16.6K shares-0.60%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.2K shares6.18%2026-06-302026-07-20

IGV ISHARES TR65.4K shares-10.28%2026-06-302026-07-20

Sponsored

QUAL ISHARES TR26.7K shares15.70%2026-06-302026-07-20

IBIT ISHARES BITCOIN TRUST ETF175.6K shares2.39%2026-06-302026-07-20

BA BOEING CO26.9K shares-0.99%2026-06-302026-07-20

CGDV CAPITAL GROUP DIVIDEND VALUE117.1K shares16.09%2026-06-302026-07-20

VCSH VANGUARD SCOTTSDALE FDS72.9K shares18.57%2026-06-302026-07-20

VFMV VANGUARD WELLINGTON FD41.2K shares2.02%2026-06-302026-07-20

VTC VANGUARD SCOTTSDALE FDS72.4K shares-1.19%2026-06-302026-07-20

OEF ISHARES TR14.9K shares26.21%2026-06-302026-07-20

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP39.7K shares2.30%2026-06-302026-07-20

SERVICENOW INC SERVICENOW INC52.0K sharesnew addition2026-06-302026-07-20

VOT VANGUARD INDEX FDS16.6K shares-0.04%2026-06-302026-07-20

IVES WEDBUSH SER TR131.7K shares10.23%2026-06-302026-07-20

BIL SPDR SERIES TRUST54.1K shares-11.32%2026-06-302026-07-20

SDVY FIRST TR EXCHANGE TRADED FD111.3K shares4.75%2026-06-302026-07-20

DGRO ISHARES TR61.4K shares-0.32%2026-06-302026-07-20

SPDR SERIES TRUST SPDR SERIES TRUST51.5K shares30.42%2026-06-302026-07-20

Sponsored

HD HOME DEPOT INC12.6K shares187.57%2026-06-302026-07-20

XSMO INVESCO EXCHANGE TRADED FD T47.3K shares2.75%2026-06-302026-07-20

MBSD FLEXSHARES TR214.1K shares2.48%2026-06-302026-07-20

ETHA ISHARES ETHEREUM TR359.4K shares11.77%2026-06-302026-07-20

BINC BLACKROCK ETF TRUST II80.5K shares11.64%2026-06-302026-07-20

IGLB ISHARES TR81.9K shares2.67%2026-06-302026-07-20

ARK ETF TR ARK ETF TR102.3K shares-0.51%2026-06-302026-07-20

VANECK ETF TRUST VANECK ETF TRUST53.5K shares1.37%2026-06-302026-07-20

Sponsored

CVX CHEVRON CORPORATION23.1K shares-0.26%2026-06-302026-07-20

ISHARES TR ISHARES TR39.1K shares16.61%2026-06-302026-07-20

BOND PIMCO ETF TR40.1K shares6.57%2026-06-302026-07-20

VCIT VANGUARD SCOTTSDALE FDS44.5K shares15.66%2026-06-302026-07-20

XLE SELECT SECTOR SPDR TR65.2K shares1.22%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.3K shares-15.02%2026-06-302026-07-20

IAU ISHARES GOLD TR45.1K shares3.50%2026-06-302026-07-20

TEMPUS AI INC TEMPUS AI INC57.5K shares-3.53%2026-06-302026-07-20

Sponsored

MDYV SPDR SERIES TRUST33.8K shares5.45%2026-06-302026-07-20

MHF WESTERN ASSET MUN HIGH INCOM457.9K shares4.10%2026-06-302026-07-20

VXUS VANGUARD STAR FDS37.0K shares38.32%2026-06-302026-07-20

TLT ISHARES TR35.7K shares16.47%2026-06-302026-07-20

IWF ISHARES TR24.7K shares335.14%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC2.7K shares205.06%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC8.8K shares-4.57%2026-06-302026-07-20

PWB INVESCO EXCHANGE TRADED FD T17.8K shares19.05%2026-06-302026-07-20

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F52.5K shares0.31%2026-06-302026-07-20

GLD SPDR GOLD TR7.9K shares-1.76%2026-06-302026-07-20

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A6.3K shares-1.67%2026-06-302026-07-20

DGRW WISDOMTREE TR30.1K shares-0.08%2026-06-302026-07-20

CAT CATERPILLAR INC2.6K shares-3.77%2026-06-302026-07-20

QQQM INVESCO EXCH TRADED FD TR II9.2K shares30.06%2026-06-302026-07-20

PB PROSPERITY BANCSHARES INC37.8K shares-0.98%2026-06-302026-07-20

STRATEGY INC STRATEGY INC31.4K shares15.67%2026-06-302026-07-20

Sponsored

ETHE GRAYSCALE ETHEREUM STAKING E211.3K shares-1.23%2026-06-302026-07-20

DYNF BLACKROCK ETF TRUST39.5K shares9.39%2026-06-302026-07-20

WASTE MGMT INC DEL WASTE MGMT INC DEL12.0K shares9.77%2026-06-302026-07-20

IBMP ISHARES TR101.0K sharesnew addition2026-06-302026-07-20

VOOV VANGUARD ADMIRAL FDS INC11.7K shares20.68%2026-06-302026-07-20

IBMQ ISHARES TR99.3K sharesnew addition2026-06-302026-07-20

PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC309.0K shares-32.83%2026-06-302026-07-20

SPYG SPDR SERIES TRUST20.8K shares1.26%2026-06-302026-07-20

Sponsored

MEAR ISHARES U S ETF TR48.6K shares4.74%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F39.4K shares1.56%2026-06-302026-07-20

VNQ VANGUARD INDEX FDS24.0K shares4.08%2026-06-302026-07-20

IWD ISHARES TR9.4K shares3.70%2026-06-302026-07-20

USHY ISHARES TR61.0K shares-2.53%2026-06-302026-07-20

DELL DELL TECHNOLOGIES INC5.2K shares0.62%2026-06-302026-07-20

MMIT NEW YORK LIFE INVTS ACTIVE E91.4K shares10.64%2026-06-302026-07-20

CCL CARNIVAL CORP LTD77.5K sharesnew addition2026-06-302026-07-20

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR48.6K shares903.01%2026-06-302026-07-20

IBTJ ISHARES TR99.5K shares16.34%2026-06-302026-07-20

CGGO CAPITAL GROUP GBL GROWTH EQT50.6K shares9.52%2026-06-302026-07-20

ALPS ETF TR ALPS ETF TR40.9K shares14.48%2026-06-302026-07-20

CLOUDFLARE INC CLOUDFLARE INC8.6K shares-6.37%2026-06-302026-07-20

COIN COINBASE GLOBAL INC13.7K shares-0.36%2026-06-302026-07-20

BUFR FIRST TR EXCHNG TRADED FD VI54.5K shares5.53%2026-06-302026-07-20

RWL INVESCO EXCH TRADED FD TR II15.1K shares20.85%2026-06-302026-07-20

Sponsored

DASH DOORDASH INC10.4K shares18.95%2026-06-302026-07-20

SLB SLB LIMITED39.6K shares7.16%2026-06-302026-07-20

LVHI LEGG MASON ETF INVT44.5K shares-0.91%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON7.0K shares-13.96%2026-06-302026-07-20

CCJ CAMECO CORP17.4K shares2.71%2026-06-302026-07-20

INV INNVENTURE INC344.7K shares-35.82%2026-06-302026-07-20

MCK MCKESSON CORP2.3K shares-1.72%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC9.4K shares-2.56%2026-06-302026-07-20

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC49.1K shares-4.45%2026-06-302026-07-20

BAC BANK OF AMER CORP28.9K shares-2.26%2026-06-302026-07-20

UBER UBER TECHNOLOGIES INC22.3K shares241.69%2026-06-302026-07-20

CGBL CAPITAL GROUP CORE BALANCED41.3K shares1.25%2026-06-302026-07-20

COWZ PACER FDS TR25.2K shares5.28%2026-06-302026-07-20

GRID FIRST TR EXCHANGE-TRADED FD8.0K shares8.33%2026-06-302026-07-20

VICTORY PORTFOLIOS II VICTORY PORTFOLIOS II45.3K shares3.71%2026-06-302026-07-20

VWOB VANGUARD WHITEHALL FDS22.0K shares-0.05%2026-06-302026-07-20

Sponsored

IQLT ISHARES TR29.1K shares-6.46%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares13.69%2026-06-302026-07-20

DVY ISHARES TR8.9K shares0.84%2026-06-302026-07-20

AIRR FIRST TR EXCHANGE TRADED FD10.4K shares4.61%2026-06-302026-07-20

ROKU ROKU INC10.0K shares-2.95%2026-06-302026-07-20

VISA INC VISA INC4.0K shares5.26%2026-06-302026-07-20

SNOWFLAKE INC SNOWFLAKE INC5.4K shares-30.15%2026-06-302026-07-20

VSS VANGUARD INTL EQUITY INDEX F8.8K shares14.90%2026-06-302026-07-20

Sponsored

WMT WALMART INC11.9K shares-32.74%2026-06-302026-07-20

ORACLE CORP ORACLE CORP9.1K shares-16.77%2026-06-302026-07-20

DISV DIMENSIONAL ETF TRUST33.0K shares17.84%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC1.3K shares-1.13%2026-06-302026-07-20

FFC FLAHERTY & CRUMRIN PFD & INM80.5K shares0.00%2026-06-302026-07-20

IBMO ISHARES TR50.0K sharesnew addition2026-06-302026-07-20

VYM VANGUARD WHITEHALL FDS8.0K shares-5.31%2026-06-302026-07-20

ISHARES TR ISHARES TR12.7K shares14.44%2026-06-302026-07-20

Sponsored

TMFC RBB FD INC16.5K shares22.07%2026-06-302026-07-20

IGSB ISHARES TR23.8K shares5.71%2026-06-302026-07-20

PYLD PIMCO ETF TR46.5K shares-9.71%2026-06-302026-07-20

CRH CRH PLC11.4K shares-13.94%2026-06-302026-07-20

VFLO VICTORY PORTFOLIOS II26.2K shares13.54%2026-06-302026-07-20

ASML ASML HLDG NV596 shares1.53%2026-06-302026-07-20

MBB ISHARES TR12.5K shares11.34%2026-06-302026-07-20

ICOP ISHARES TR23.5K shares4.82%2026-06-302026-07-20

Sponsored

SHOP SHOPIFY INC10.1K shares-8.59%2026-06-302026-07-20

IGIB ISHARES TR21.7K shares4.72%2026-06-302026-07-20

IHAK ISHARES TR18.7K shares12.32%2026-06-302026-07-20

SPSM SPDR SERIES TRUST18.9K shares5.36%2026-06-302026-07-20

LLY ELI LILLY & CO903 shares2.96%2026-06-302026-07-20

GLW CORNING INC4.2K shares-16.88%2026-06-302026-07-20

FEGE RBB FUND TRUST21.9K shares15.67%2026-06-302026-07-20

C CITIGROUP INC7.6K shares21.40%2026-06-302026-07-20

Sponsored

CEG CONSTELLATION ENERGY CORP4.3K shares14.79%2026-06-302026-07-20

FEOE RBB FUND TRUST19.9K shares5.02%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares2.72%2026-06-302026-07-20

ITB ISHARES TR9.9K shares-31.57%2026-06-302026-07-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.1K shares-19.91%2026-06-302026-07-20

SLV ISHARES SILVER TR19.1K shares-6.19%2026-06-302026-07-20

LQD ISHARES TR9.2K shares0.00%2026-06-302026-07-20

FTCS FIRST TR EXCHANGE-TRADED FD10.6K shares-16.17%2026-06-302026-07-20

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET22.3K shares19.20%2026-06-302026-07-20

UITB VICTORY PORTFOLIOS II21.2K shares245.11%2026-06-302026-07-20

PATH UIPATH INC91.3K shares-47.31%2026-06-302026-07-20

SHY ISHARES TR12.1K shares10.03%2026-06-302026-07-20

IUSG ISHARES TR5.2K shares-3.91%2026-06-302026-07-20

SMMU PIMCO ETF TR19.1K shares4.29%2026-06-302026-07-20

HOOD ROBINHOOD MKTS INC9.4K shares11.01%2026-06-302026-07-20

PFF ISHARES TR30.9K shares-7.38%2026-06-302026-07-20

Sponsored

EES WISDOMTREE TR13.9K shares-0.79%2026-06-302026-07-20

IHDG WISDOMTREE TR17.6K shares-0.68%2026-06-302026-07-20

FREEPORT MCMORAN INC FREEPORT MCMORAN INC14.3K shares-42.87%2026-06-302026-07-20

HTUS CAPITOL SER TR20.4K shares99.00%2026-06-302026-07-20

TLH ISHARES TR8.9K shares13.39%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS3.1K shares14.52%2026-06-302026-07-20

PYPL PAYPAL HLDGS INC20.4K shares-1.84%2026-06-302026-07-20

MUB ISHARES TR8.2K shares10.03%2026-06-302026-07-20

Sponsored

INTC INTEL CORP6.3K shares11.68%2026-06-302026-07-20

VT VANGUARD INTL EQUITY INDEX F5.5K shares0.62%2026-06-302026-07-20

DIVI FRANKLIN TEMPLETON ETF TR20.2K shares0.00%2026-06-302026-07-20

VRT VERTIV HOLDINGS CO2.6K shares-18.61%2026-06-302026-07-20

DFAU DIMENSIONAL ETF TRUST16.6K shares82.96%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION4.5K shares10.16%2026-06-302026-07-20

SMH VANECK ETF TRUST1.3K shares-65.95%2026-06-302026-07-20

WCC WESCO INTL INC2.4K shares0.00%2026-06-302026-07-20

Sponsored

CFR CULLEN FROST BANKERS INC5.3K shares2.74%2026-06-302026-07-20

KHPI MANAGED PORTFOLIO SER31.8K shares12.92%2026-06-302026-07-20

CGMS CAPITAL GRP FIXED INCM ETF T29.9K shares52.24%2026-06-302026-07-20

CORZ CORE SCIENTIFIC INC NEW31.8K shares-28.81%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.11.2K shares-1.47%2026-06-302026-07-20

DOCU DOCUSIGN INC17.9K shares0.00%2026-06-302026-07-20

XBI SPDR SERIES TRUST5.0K shares-0.42%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC1.1K shares54.29%2026-06-302026-07-20

Sponsored

SBUX STARBUCKS CORP7.6K shares-24.86%2026-06-302026-07-20

BTI BRITISH AMERN TOB PLC12.6K shares-7.26%2026-06-302026-07-20

VCRM VANGUARD MUN BD FDS10.0K shares-12.70%2026-06-302026-07-20

RKLB ROCKET LAB CORP7.4K sharesnew addition2026-06-302026-07-20

JQUA J P MORGAN EXCHANGE TRADED F10.4K shares-6.75%2026-06-302026-07-20

XLV SELECT SECTOR SPDR TR4.6K shares-11.55%2026-06-302026-07-20

MO ALTRIA GROUP INC10.1K shares-2.39%2026-06-302026-07-20

RKT ROCKET COS INC46.0K shares-13.20%2026-06-302026-07-20

Sponsored

KMI KINDER MORGAN INC DEL22.5K shares-9.31%2026-06-302026-07-20

EEM ISHARES TR10.3K shares1.56%2026-06-302026-07-20

AVUV AMERICAN CENTY ETF TR5.6K shares-1.23%2026-06-302026-07-20

URI UNITED RENTALS INC606 shares-5.61%2026-06-302026-07-20

ABBVIE INC ABBVIE INC2.7K shares-34.85%2026-06-302026-07-20

LNG CHENIERE ENERGY INC2.8K shares-1.23%2026-06-302026-07-20

SCHO SCHWAB STRATEGIC TR27.9K shares-9.30%2026-06-302026-07-20

IBB ISHARES TR3.5K shares7.96%2026-06-302026-07-20

Sponsored

PCG PG&E CORP39.6K shares-6.87%2026-06-302026-07-20

TPL TEXAS PACIFIC LAND CORPORATI1.5K shares7.57%2026-06-302026-07-20

IYW ISHARES TR2.6K shares38.39%2026-06-302026-07-20

CRWV COREWEAVE INC6.4K shares45.69%2026-06-302026-07-20

MDY STATE STR SPDR S&P MIDCAP 40897 shares0.00%2026-06-302026-07-20

ISPY PROSHARES TR12.5K shares20.48%2026-06-302026-07-20

KO COCA COLA CO7.4K shares1.54%2026-06-302026-07-20

CIBR FIRST TR EXCHANGE-TRADED FD6.6K shares-2.68%2026-06-302026-07-20

Sponsored

JPST J P MORGAN EXCHANGE TRADED F11.5K sharesnew addition2026-06-302026-07-20

VONG VANGUARD SCOTTSDALE FDS4.5K shares-2.79%2026-06-302026-07-20

LOW LOWES COS INC2.6K shares4.19%2026-06-302026-07-20

KLAC KLA CORP1.9K shares804.81%2026-06-302026-07-20

DEM WISDOMTREE TR10.3K shares9.67%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC4.7K shares6.77%2026-06-302026-07-20

SOXX ISHARES TR850 shares-46.20%2026-06-302026-07-20

LONZ PIMCO ETF TR10.9K shares4.22%2026-06-302026-07-20

Sponsored

VZ VERIZON COMMUNICATIONS INC12.7K shares-21.77%2026-06-302026-07-20

ENB ENBRIDGE INC9.8K shares-16.44%2026-06-302026-07-20

ARTY ISHARES TR6.9K sharesnew addition2026-06-302026-07-20

WORLD GOLD TR WORLD GOLD TR6.6K shares30.45%2026-06-302026-07-20

NBIS NEBIUS GROUP N.V.1.9K shares-29.23%2026-06-302026-07-20

ETN EATON CORP PLC1.2K shares-33.32%2026-06-302026-07-20

FTGC FIRST TR EXCHANGE TRAD FD VI19.1K shares2.74%2026-06-302026-07-20

XLI SELECT SECTOR SPDR TR2.8K shares3.16%2026-06-302026-07-20

Sponsored

MMU WESTERN ASSET MANAGED MUNS F48.9K shares0.93%2026-06-302026-07-20

PTLC PACER FDS TR8.7K sharesnew addition2026-06-302026-07-20

TCAF T ROWE PRICE EXCHANGE-TRADED12.3K shares47.39%2026-06-302026-07-20

AMGN AMGEN INC1.4K shares6.68%2026-06-302026-07-20

XLF SELECT SECTOR SPDR TR9.3K shares5.09%2026-06-302026-07-20

CGGR CAPITAL GROUP GROWTH ETF10.6K shares-2.73%2026-06-302026-07-20

MELI MERCADOLIBRE INC294 shares-14.29%2026-06-302026-07-20

FIW FIRST TR EXCHANGE-TRADED FD4.5K shares-14.24%2026-06-302026-07-20

Sponsored

SPG SIMON PPTY GROUP INC NEW2.1K shares-2.20%2026-06-302026-07-20

UNP UNION PAC CORP1.8K shares-60.92%2026-06-302026-07-20

CGIC CAPITAL GROUP INTERNATIONAL13.0K shares-1.21%2026-06-302026-07-20

GEV GE VERNOVA INC400 shares3.36%2026-06-302026-07-20

EMR EMERSON ELEC CO3.3K shares-9.81%2026-06-302026-07-20

LRCX LAM RESEARCH CORP1.1K shares14.26%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR15.7K shares-4.94%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO4.8K shares3.85%2026-06-302026-07-20

Sponsored

NKE NIKE INC11.1K shares-14.71%2026-06-302026-07-20

COHR COHERENT CORP1.2K sharesnew addition2026-06-302026-07-20

DUK DUKE ENERGY CORP NEW3.6K shares-6.48%2026-06-302026-07-20

WFC WELLS FARGO & CO5.5K shares-15.80%2026-06-302026-07-20

PG PROCTER & GAMBLE CO3.0K shares-5.80%2026-06-302026-07-20

JPSE J P MORGAN EXCHANGE TRADED F7.4K shares-1.07%2026-06-302026-07-20

T AT&T INC21.5K shares-4.48%2026-06-302026-07-20

TXN TEXAS INSTRS INC1.5K shares41.77%2026-06-302026-07-20

Sponsored

VTEB VANGUARD MUN BD FDS8.8K shares-30.22%2026-06-302026-07-20

SPMO INVESCO EXCH TRADED FD TR II2.7K shares-6.69%2026-06-302026-07-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II18.4K shares58.58%2026-06-302026-07-20

PEP PEPSICO INC3.2K shares-1.48%2026-06-302026-07-20

APPLOVIN CORP APPLOVIN CORP837 shares-11.24%2026-06-302026-07-20

ITA ISHARES TR1.8K shares31.62%2026-06-302026-07-20

APH AMPHENOL CORP2.4K shares-2.91%2026-06-302026-07-20

HAL HALLIBURTON CO12.6K shares-60.63%2026-06-302026-07-20

Sponsored

RL RALPH LAUREN CORP1.1K shares0.57%2026-06-302026-07-20

IUS INVESCO EXCH TRD SLF IDX FD6.3K shares0.00%2026-06-302026-07-20

FBT FIRST TR EXCHANGE-TRADED FD1.7K shares-1.48%2026-06-302026-07-20

LMND LEMONADE INC6.3K shares1.23%2026-06-302026-07-20

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP4.3K shares-2.71%2026-06-302026-07-20

MOAT VANECK ETF TRUST3.9K shares36.24%2026-06-302026-07-20

RBLX ROBLOX CORP7.5K shares0.00%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC4.6K shares-27.99%2026-06-302026-07-20

Sponsored

ALNT ALLIENT INC3.9K shares-22.39%2026-06-302026-07-20

CGDG CAPITAL GROUP DIVIDEND GROWE10.6K shares-3.86%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO1.2K shares66.62%2026-06-302026-07-20

VEU VANGUARD INTL EQUITY INDEX F4.8K shares-1.53%2026-06-302026-07-20

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS3.2K shares-0.03%2026-06-302026-07-20

VDE VANGUARD WORLD FD2.6K shares-10.77%2026-06-302026-07-20

CASY CASEYS GEN STORES INC482 shares8.80%2026-06-302026-07-20

SPHQ INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2026-06-302026-07-20

Sponsored

KTOS KRATOS DEFENSE & SEC SOLUTIO7.6K shares6.09%2026-06-302026-07-20

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC4.8K shares0.00%2026-06-302026-07-20

RJF RAYMOND JAMES FINL INC2.5K sharesnew addition2026-06-302026-07-20

MPLX MPLX LP6.7K shares0.00%2026-06-302026-07-20

VV VANGUARD INDEX FDS1.1K shares-11.59%2026-06-302026-07-20

MS MORGAN STANLEY1.8K shares2.49%2026-06-302026-07-20

BK BANK OF NY MELLON CORP2.6K shares32.52%2026-06-302026-07-20

UCON FIRST TR EXCHNG TRADED FD VI14.8K shares35.52%2026-06-302026-07-20

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD7.3K shares35.91%2026-06-302026-07-20

JDVI JOHN HANCOCK EXCHANGE TRADED9.3K shares-3.12%2026-06-302026-07-20

MCD MCDONALDS CORP1.3K shares-14.02%2026-06-302026-07-20

XLY SELECT SECTOR SPDR TR3.0K shares-1.90%2026-06-302026-07-20

CBXJ CALAMOS ETF TR18.0K shares-2.13%2026-06-302026-07-20

SDY SPDR SERIES TRUST2.3K shares0.00%2026-06-302026-07-20

ARK ETF TR ARK ETF TR8.3K shares0.00%2026-06-302026-07-20

BBEM J P MORGAN EXCHANGE TRADED F4.4K shares-4.35%2026-06-302026-07-20

Sponsored

COP CONOCOPHILLIPS3.3K shares-22.41%2026-06-302026-07-20

GSLC GOLDMAN SACHS ETF TR2.4K sharesnew addition2026-06-302026-07-20

HTAX NOMURA ETF TR13.8K shares0.67%2026-06-302026-07-20

BLOK AMPLIFY ETF TR5.4K shares19.36%2026-06-302026-07-20

TWLO TWILIO INC1.6K shares-13.39%2026-06-302026-07-20

QCOM QUALCOMM INC1.8K sharesnew addition2026-06-302026-07-20

BP BP PLC8.9K shares2.51%2026-06-302026-07-20

AVLV AMERICAN CENTY ETF TR3.6K shares0.14%2026-06-302026-07-20

Sponsored

FDX FEDEX CORP1.0K shares-2.46%2026-06-302026-07-20

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.0K shares-0.10%2026-06-302026-07-20

UBS UBS GROUP AG6.5K sharesnew addition2026-06-302026-07-20

ABT ABBOTT LABORATORIES3.5K shares3.97%2026-06-302026-07-20

IWV ISHARES TR741 shares0.00%2026-06-302026-07-20

SHEL SHELL PLC4.1K shares-7.71%2026-06-302026-07-20

SBR SABINE RTY TR4.2K shares0.50%2026-06-302026-07-20

QUS SPDR SERIES TRUST1.6K sharesnew addition2026-06-302026-07-20

Sponsored

TMO THERMO FISHER SCIENTIFIC INC612 sharesnew addition2026-06-302026-07-20

GILD GILEAD SCIENCES INC2.4K shares33.91%2026-06-302026-07-20

SPMD SPDR SERIES TRUST4.5K sharesnew addition2026-06-302026-07-20

TJX TJX COS INC NEW2.0K shares0.40%2026-06-302026-07-20

SCHB SCHWAB STRATEGIC TR10.4K shares0.27%2026-06-302026-07-20

GE GE AEROSPACE806 shares-9.54%2026-06-302026-07-20

LMT LOCKHEED MARTIN CORP590 shares-15.83%2026-06-302026-07-20

DE DEERE & CO473 shares-12.24%2026-06-302026-07-20

Sponsored

VBR VANGUARD INDEX FDS1.2K shares-3.08%2026-06-302026-07-20

MGK VANGUARD WORLD FD3.4K shares316.75%2026-06-302026-07-20

ONON ON HLDG AG8.4K shares-5.03%2026-06-302026-07-20

RXST RXSIGHT INC61.4K sharesnew addition2026-06-302026-07-20

FNX FIRST TR EXCHANGE-TRADED ALP2.0K shares-1.32%2026-06-302026-07-20

ICF ISHARES TR4.2K shares0.00%2026-06-302026-07-20

IWB ISHARES TR688 shares-1.71%2026-06-302026-07-20

MRK MERCK & CO INC2.2K shares-7.61%2026-06-302026-07-20

Sponsored

RWJ INVESCO EXCH TRADED FD TR II4.7K shares0.00%2026-06-302026-07-20

CGGE CAPITAL GROUP GLOBAL EQUITY7.9K shares3.88%2026-06-302026-07-20

COF CAPITAL ONE FINL CORP1.4K shares-4.15%2026-06-302026-07-20

FDN FIRST TR EXCHANGE-TRADED FD1.1K shares-2.78%2026-06-302026-07-20

BUD ANHEUSER BUSCH INBEV SA NV3.3K shares2.45%2026-06-302026-07-20

AEP AMERICAN ELEC PWR CO INC2.0K shares-2.55%2026-06-302026-07-20

RDVI FIRST TR EXCHANGE-TRADED FD9.2K shares5.83%2026-06-302026-07-20

PXH INVESCO EXCH TRADED FD TR II9.6K sharesnew addition2026-06-302026-07-20

Sponsored

BUZZ VANECK ETF TRUST7.3K sharesnew addition2026-06-302026-07-20

CALAMOS ETF TR CALAMOS ETF TR13.4K sharesnew addition2026-06-302026-07-20

NEAR ISHARES U S ETF TR5.2K sharesnew addition2026-06-302026-07-20

ADI ANALOG DEVICES INC667 shares-42.50%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED515 shares-26.11%2026-06-302026-07-20

UNITY SOFTWARE INC UNITY SOFTWARE INC9.0K shares-2.83%2026-06-302026-07-20

QUANTA SVCS INC QUANTA SVCS INC356 sharesnew addition2026-06-302026-07-20

ACVF ETF OPPORTUNITIES TRUST4.7K shares4.58%2026-06-302026-07-20

Sponsored

CGIE CAPITAL GROUP INTERNATIONAL6.9K shares13.19%2026-06-302026-07-20

TT TRANE TECHNOLOGIES PLC515 shares5.32%2026-06-302026-07-20

BLK BLACKROCK INC261 shares9.66%2026-06-302026-07-20

HYG ISHARES TR3.1K shares0.00%2026-06-302026-07-20

VYMI VANGUARD WHITEHALL FDS2.5K shares-16.26%2026-06-302026-07-20

VLO VALERO ENERGY CORP932 shares-35.05%2026-06-302026-07-20

JMST J P MORGAN EXCHANGE TRADED F4.6K shares-1.15%2026-06-302026-07-20

DFAI DIMENSIONAL ETF TRUST5.7K sharesnew addition2026-06-302026-07-20

Sponsored

QTUM ETF SER SOLUTIONS1.4K sharesnew addition2026-06-302026-07-20

MDLZ MONDELEZ INTL INC4.0K shares3.48%2026-06-302026-07-20

FLEX FLEX LTD1.4K sharesnew addition2026-06-302026-07-20

IWS ISHARES TR1.4K shares-1.29%2026-06-302026-07-20

JAAA JANUS DETROIT STR TR4.5K shares0.13%2026-06-302026-07-20

AFL AFLAC INC1.9K shares-9.63%2026-06-302026-07-20

EVSM MORGAN STANLEY ETF TRUST4.4K shares-13.27%2026-06-302026-07-20

MEDP MEDPACE HLDGS INC416 sharesnew addition2026-06-302026-07-20

Sponsored

MINT PIMCO ETF TR2.2K shares0.94%2026-06-302026-07-20

DVN DEVON ENERGY CORP NEW5.3K shares-40.21%2026-06-302026-07-20

HELO J P MORGAN EXCHANGE TRADED F3.2K sharesnew addition2026-06-302026-07-20

PINS PINTEREST INC10.2K shares-23.20%2026-06-302026-07-20

CGCB CAPITAL GRP FIXED INCM ETF T8.1K shares-9.24%2026-06-302026-07-20

WPC WP CAREY INC2.9K shares-14.28%2026-06-302026-07-20

WSM WILLIAMS SONOMA INC894 sharesnew addition2026-06-302026-07-20

BTC GRAYSCALE BITCOIN MINI TR ET8.0K shares-27.32%2026-06-302026-07-20

Sponsored

INCM FRANKLIN TEMPLETON ETF TR7.2K shares0.00%2026-06-302026-07-20

VOE VANGUARD INDEX FDS1.0K shares-31.16%2026-06-302026-07-20

KBH KB HOME3.3K shares-81.41%2026-06-302026-07-20

FTLS FIRST TR EXCH TRADED FD III2.7K sharesnew addition2026-06-302026-07-20

FDL FIRST TR EXCHANGE-TRADED FD4.2K shares0.63%2026-06-302026-07-20

OZK BANK OZK LITTLE ROCK ARK3.9K sharesnew addition2026-06-302026-07-20

CBTJ CALAMOS ETF TR10.5K sharesnew addition2026-06-302026-07-20

AMPX AMPRIUS TECHNOLOGIES INC12.4K sharesnew addition2026-06-302026-07-20

Sponsored

JOBY JOBY AVIATION INC17.3K sharesnew addition2026-06-302026-07-20

RZLV REZOLVE AI PLC27.3K sharesnew addition2026-06-302026-07-20

TSLA

TESLA INC

-0.76%

Shares167.6K

Event2026-06-30

Filed2026-07-20

SGOV

ISHARES TR

-12.07%

Shares560.0K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

2.39%

Shares219.7K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

3.89%

Shares555.9K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

-0.06%

Shares137.1K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.71%

Shares70.3K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

7.15%

Shares45.2K

Event2026-06-30

Filed2026-07-20

MGV

VANGUARD WORLD FD

4.57%

Shares191.5K

Event2026-06-30

Filed2026-07-20

IWY

ISHARES TR

4.29%

Shares99.6K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

9.49%

Shares127.8K

Event2026-06-30

Filed2026-07-20

IBTK

ISHARES TR

11.69%

Shares1.4M

Event2026-06-30

Filed2026-07-20

BOXX

EA SERIES TRUST

-0.04%

Shares206.4K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

4.37%

Shares150.8K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-6.52%

Shares74.2K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

-11.20%

Shares89.6K

Event2026-06-30

Filed2026-07-20

VUSB

VANGUARD BD INDEX FDS

-0.80%

Shares412.8K

Event2026-06-30

Filed2026-07-20

IBTL

ISHARES TR

3.70%

Shares990.4K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

489.12%

Shares227.7K

Event2026-06-30

Filed2026-07-20

IEF

ISHARES TR

0.87%

Shares198.6K

Event2026-06-30

Filed2026-07-20

IBTH

ISHARES TR

6.66%

Shares732.1K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

680.49%

Shares130.4K

Event2026-06-30

Filed2026-07-20

DIVZ

ELEVATION SERIES TRUST

0.02%

Shares396.1K

Event2026-06-30

Filed2026-07-20

IDMO

INVESCO EXCH TRADED FD TR II

4.17%

Shares237.6K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

-1.80%

Shares65.4K

Event2026-06-30

Filed2026-07-20

FTSM

FIRST TR EXCHANGE-TRADED FD

5.51%

Shares237.2K

Event2026-06-30

Filed2026-07-20

VHT

VANGUARD WORLD FD

1.38%

Shares44.3K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

1.74%

Shares35.4K

Event2026-06-30

Filed2026-07-20

IVLU

ISHARES TR

4.52%

Shares307.9K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

-23.49%

Shares22.1K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

7.41%

Shares117.4K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

301.33%

Shares148.1K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

4.08%

Shares143.3K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

-9.16%

Shares31.3K

Event2026-06-30

Filed2026-07-20

ARK ETF TR

-0.01%

Shares143.8K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

-21.08%

Shares32.5K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-4.39%

Shares31.9K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-1.05%

Shares34.7K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

3.17%

Shares44.3K

Event2026-06-30

Filed2026-07-20

ISHARES TR

20.15%

Shares13.9K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

1.54%

Shares88.6K

Event2026-06-30

Filed2026-07-20

VGSH

VANGUARD SCOTTSDALE FDS

19.34%

Shares174.5K

Event2026-06-30

Filed2026-07-20

IBTM

ISHARES TR

379.33%

Shares439.4K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

1.95%

Shares13.2K

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

-4.35%

Shares124.9K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-6.88%

Shares24.6K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

1.24%

Shares13.2K

Event2026-06-30

Filed2026-07-20

IBTI

ISHARES TR

-28.76%

Shares398.1K

Event2026-06-30

Filed2026-07-20

IBTG

ISHARES TR

-22.50%

Shares376.8K

Event2026-06-30

Filed2026-07-20

XMMO

INVESCO EXCHANGE TRADED FD T

2.81%

Shares48.8K

Event2026-06-30

Filed2026-07-20

VNOM

VIPER ENERGY INC

-2.52%

Shares192.8K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

-30.53%

Shares9.9K

Event2026-06-30

Filed2026-07-20

IWN

ISHARES TR

6.22%

Shares33.9K

Event2026-06-30

Filed2026-07-20

EDIV

SPDR INDEX SHS FDS

4.86%

Shares179.5K

Event2026-06-30

Filed2026-07-20

ARKB

ARK 21SHARES BITCOIN ETF

-3.30%

Shares368.5K

Event2026-06-30

Filed2026-07-20

FBND

FIDELITY MERRIMACK STR TR

4.30%

Shares156.5K

Event2026-06-30

Filed2026-07-20

FRMI

FERMI INC

New

Shares741.4K

Event2026-06-30

Filed2026-07-20

RDVY

FIRST TR EXCHANGE TRADED FD

1.52%

Shares78.4K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

1.40%

Shares88.2K

Event2026-06-30

Filed2026-07-20

AUSF

GLOBAL X FDS

6.08%

Shares127.4K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

3.39%

Shares11.0K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

5.33%

Shares194.0K

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD INDEX FDS

-0.60%

Shares16.6K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

6.18%

Shares18.2K

Event2026-06-30

Filed2026-07-20

IGV

ISHARES TR

-10.28%

Shares65.4K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

15.70%

Shares26.7K

Event2026-06-30

Filed2026-07-20

IBIT

ISHARES BITCOIN TRUST ETF

2.39%

Shares175.6K

Event2026-06-30

Filed2026-07-20

BOEING CO

-0.99%

Shares26.9K

Event2026-06-30

Filed2026-07-20

CGDV

CAPITAL GROUP DIVIDEND VALUE

16.09%

Shares117.1K

Event2026-06-30

Filed2026-07-20

VCSH

VANGUARD SCOTTSDALE FDS

18.57%

Shares72.9K

Event2026-06-30

Filed2026-07-20

VFMV

VANGUARD WELLINGTON FD

2.02%

Shares41.2K

Event2026-06-30

Filed2026-07-20

VTC

VANGUARD SCOTTSDALE FDS

-1.19%

Shares72.4K

Event2026-06-30

Filed2026-07-20

OEF

ISHARES TR

26.21%

Shares14.9K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

2.30%

Shares39.7K

Event2026-06-30

Filed2026-07-20

SERVICENOW INC

New

Shares52.0K

Event2026-06-30

Filed2026-07-20

VOT

VANGUARD INDEX FDS

-0.04%

Shares16.6K

Event2026-06-30

Filed2026-07-20

IVES

WEDBUSH SER TR

10.23%

Shares131.7K

Event2026-06-30

Filed2026-07-20

BIL

SPDR SERIES TRUST

-11.32%

Shares54.1K

Event2026-06-30

Filed2026-07-20

SDVY

FIRST TR EXCHANGE TRADED FD

4.75%

Shares111.3K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

-0.32%

Shares61.4K

Event2026-06-30

Filed2026-07-20

SPDR SERIES TRUST

30.42%

Shares51.5K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

187.57%

Shares12.6K

Event2026-06-30

Filed2026-07-20

XSMO

INVESCO EXCHANGE TRADED FD T

2.75%

Shares47.3K

Event2026-06-30

Filed2026-07-20

MBSD

FLEXSHARES TR

2.48%

Shares214.1K

Event2026-06-30

Filed2026-07-20

ETHA

ISHARES ETHEREUM TR

11.77%

Shares359.4K

Event2026-06-30

Filed2026-07-20

BINC

BLACKROCK ETF TRUST II

11.64%

Shares80.5K

Event2026-06-30

Filed2026-07-20

IGLB

ISHARES TR

2.67%

Shares81.9K

Event2026-06-30

Filed2026-07-20

ARK ETF TR

-0.51%

Shares102.3K

Event2026-06-30

Filed2026-07-20

VANECK ETF TRUST

1.37%

Shares53.5K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

-0.26%

Shares23.1K

Event2026-06-30

Filed2026-07-20

ISHARES TR

16.61%

Shares39.1K

Event2026-06-30

Filed2026-07-20

BOND

PIMCO ETF TR

6.57%

Shares40.1K

Event2026-06-30

Filed2026-07-20

VCIT

VANGUARD SCOTTSDALE FDS

15.66%

Shares44.5K

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

1.22%

Shares65.2K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

-15.02%

Shares8.3K

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

3.50%

Shares45.1K

Event2026-06-30

Filed2026-07-20

TEMPUS AI INC

-3.53%

Shares57.5K

Event2026-06-30

Filed2026-07-20

MDYV

SPDR SERIES TRUST

5.45%

Shares33.8K

Event2026-06-30

Filed2026-07-20

MHF

WESTERN ASSET MUN HIGH INCOM

4.10%

Shares457.9K

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD STAR FDS

38.32%

Shares37.0K

Event2026-06-30

Filed2026-07-20

TLT

ISHARES TR

16.47%

Shares35.7K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

335.14%

Shares24.7K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

205.06%

Shares2.7K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

-4.57%

Shares8.8K

Event2026-06-30

Filed2026-07-20

PWB

INVESCO EXCHANGE TRADED FD T

19.05%

Shares17.8K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

0.31%

Shares52.5K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

-1.76%

Shares7.9K

Event2026-06-30

Filed2026-07-20

SPOTIFY TECHNOLOGY S A

-1.67%

Shares6.3K

Event2026-06-30

Filed2026-07-20

DGRW

WISDOMTREE TR

-0.08%

Shares30.1K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

-3.77%

Shares2.6K

Event2026-06-30

Filed2026-07-20

QQQM

INVESCO EXCH TRADED FD TR II

30.06%

Shares9.2K

Event2026-06-30

Filed2026-07-20

PROSPERITY BANCSHARES INC

-0.98%

Shares37.8K

Event2026-06-30

Filed2026-07-20

STRATEGY INC

15.67%

Shares31.4K

Event2026-06-30

Filed2026-07-20

ETHE

GRAYSCALE ETHEREUM STAKING E

-1.23%

Shares211.3K

Event2026-06-30

Filed2026-07-20

DYNF

BLACKROCK ETF TRUST

9.39%

Shares39.5K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

9.77%

Shares12.0K

Event2026-06-30

Filed2026-07-20

IBMP

ISHARES TR

New

Shares101.0K

Event2026-06-30

Filed2026-07-20

VOOV

VANGUARD ADMIRAL FDS INC

20.68%

Shares11.7K

Event2026-06-30

Filed2026-07-20

IBMQ

ISHARES TR

New

Shares99.3K

Event2026-06-30

Filed2026-07-20

PURECYCLE TECHNOLOGIES INC

-32.83%

Shares309.0K

Event2026-06-30

Filed2026-07-20

SPYG

SPDR SERIES TRUST

1.26%

Shares20.8K

Event2026-06-30

Filed2026-07-20

MEAR

ISHARES U S ETF TR

4.74%

Shares48.6K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

1.56%

Shares39.4K

Event2026-06-30

Filed2026-07-20

VNQ

VANGUARD INDEX FDS

4.08%

Shares24.0K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

3.70%

Shares9.4K

Event2026-06-30

Filed2026-07-20

USHY

ISHARES TR

-2.53%

Shares61.0K

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

0.62%

Shares5.2K

Event2026-06-30

Filed2026-07-20

MMIT

NEW YORK LIFE INVTS ACTIVE E

10.64%

Shares91.4K

Event2026-06-30

Filed2026-07-20

CCL

CARNIVAL CORP LTD

New

Shares77.5K

Event2026-06-30

Filed2026-07-20

SELECT SECTOR SPDR TR

903.01%

Shares48.6K

Event2026-06-30

Filed2026-07-20

IBTJ

ISHARES TR

16.34%

Shares99.5K

Event2026-06-30

Filed2026-07-20

CGGO

CAPITAL GROUP GBL GROWTH EQT

9.52%

Shares50.6K

Event2026-06-30

Filed2026-07-20

ALPS ETF TR

14.48%

Shares40.9K

Event2026-06-30

Filed2026-07-20

CLOUDFLARE INC

-6.37%

Shares8.6K

Event2026-06-30

Filed2026-07-20

COIN

COINBASE GLOBAL INC

-0.36%

Shares13.7K

Event2026-06-30

Filed2026-07-20

BUFR

FIRST TR EXCHNG TRADED FD VI

5.53%

Shares54.5K

Event2026-06-30

Filed2026-07-20

RWL

INVESCO EXCH TRADED FD TR II

20.85%

Shares15.1K

Event2026-06-30

Filed2026-07-20

DASH

DOORDASH INC

18.95%

Shares10.4K

Event2026-06-30

Filed2026-07-20

SLB

SLB LIMITED

7.16%

Shares39.6K

Event2026-06-30

Filed2026-07-20

LVHI

LEGG MASON ETF INVT

-0.91%

Shares44.5K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-13.96%

Shares7.0K

Event2026-06-30

Filed2026-07-20

CCJ

CAMECO CORP

2.71%

Shares17.4K

Event2026-06-30

Filed2026-07-20

INV

INNVENTURE INC

-35.82%

Shares344.7K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

-1.72%

Shares2.3K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

-2.56%

Shares9.4K

Event2026-06-30

Filed2026-07-20

CMG

CHIPOTLE MEXICAN GRILL INC

-4.45%

Shares49.1K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

-2.26%

Shares28.9K

Event2026-06-30

Filed2026-07-20

UBER

UBER TECHNOLOGIES INC

241.69%

Shares22.3K

Event2026-06-30

Filed2026-07-20

CGBL

CAPITAL GROUP CORE BALANCED

1.25%

Shares41.3K

Event2026-06-30

Filed2026-07-20

COWZ

PACER FDS TR

5.28%

Shares25.2K

Event2026-06-30

Filed2026-07-20

GRID

FIRST TR EXCHANGE-TRADED FD

8.33%

Shares8.0K

Event2026-06-30

Filed2026-07-20

VICTORY PORTFOLIOS II

3.71%

Shares45.3K

Event2026-06-30

Filed2026-07-20

VWOB

VANGUARD WHITEHALL FDS

-0.05%

Shares22.0K

Event2026-06-30

Filed2026-07-20

IQLT

ISHARES TR

-6.46%

Shares29.1K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

13.69%

Shares2.9K

Event2026-06-30

Filed2026-07-20

DVY

ISHARES TR

0.84%

Shares8.9K

Event2026-06-30

Filed2026-07-20

AIRR

FIRST TR EXCHANGE TRADED FD

4.61%

Shares10.4K

Event2026-06-30

Filed2026-07-20

ROKU

ROKU INC

-2.95%

Shares10.0K

Event2026-06-30

Filed2026-07-20

VISA INC

5.26%

Shares4.0K

Event2026-06-30

Filed2026-07-20

SNOWFLAKE INC

-30.15%

Shares5.4K

Event2026-06-30

Filed2026-07-20

VSS

VANGUARD INTL EQUITY INDEX F

14.90%

Shares8.8K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

-32.74%

Shares11.9K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

-16.77%

Shares9.1K

Event2026-06-30

Filed2026-07-20

DISV

DIMENSIONAL ETF TRUST

17.84%

Shares33.0K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

-1.13%

Shares1.3K

Event2026-06-30

Filed2026-07-20

FFC

FLAHERTY & CRUMRIN PFD & INM

0.00%

Shares80.5K

Event2026-06-30

Filed2026-07-20

IBMO

ISHARES TR

New

Shares50.0K

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD WHITEHALL FDS

-5.31%

Shares8.0K

Event2026-06-30

Filed2026-07-20

ISHARES TR

14.44%

Shares12.7K

Event2026-06-30

Filed2026-07-20

TMFC

RBB FD INC

22.07%

Shares16.5K

Event2026-06-30

Filed2026-07-20

IGSB

ISHARES TR

5.71%

Shares23.8K

Event2026-06-30

Filed2026-07-20

PYLD

PIMCO ETF TR

-9.71%

Shares46.5K

Event2026-06-30

Filed2026-07-20

CRH

CRH PLC

-13.94%

Shares11.4K

Event2026-06-30

Filed2026-07-20

VFLO

VICTORY PORTFOLIOS II

13.54%

Shares26.2K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

1.53%

Shares596

Event2026-06-30

Filed2026-07-20

MBB

ISHARES TR

11.34%

Shares12.5K

Event2026-06-30

Filed2026-07-20

ICOP

ISHARES TR

4.82%

Shares23.5K

Event2026-06-30

Filed2026-07-20

SHOP

SHOPIFY INC

-8.59%

Shares10.1K

Event2026-06-30

Filed2026-07-20

IGIB

ISHARES TR

4.72%

Shares21.7K

Event2026-06-30

Filed2026-07-20

IHAK

ISHARES TR

12.32%

Shares18.7K

Event2026-06-30

Filed2026-07-20

SPSM

SPDR SERIES TRUST

5.36%

Shares18.9K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

2.96%

Shares903

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

-16.88%

Shares4.2K

Event2026-06-30

Filed2026-07-20

FEGE

RBB FUND TRUST

15.67%

Shares21.9K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

21.40%

Shares7.6K

Event2026-06-30

Filed2026-07-20

CEG

CONSTELLATION ENERGY CORP

14.79%

Shares4.3K

Event2026-06-30

Filed2026-07-20

FEOE

RBB FUND TRUST

5.02%

Shares19.9K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

2.72%

Shares1.1K

Event2026-06-30

Filed2026-07-20

ITB

ISHARES TR

-31.57%

Shares9.9K

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PL

-19.91%

Shares1.1K

Event2026-06-30

Filed2026-07-20

SLV

ISHARES SILVER TR

-6.19%

Shares19.1K

Event2026-06-30

Filed2026-07-20

LQD

ISHARES TR

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-20

FTCS

FIRST TR EXCHANGE-TRADED FD

-16.17%

Shares10.6K

Event2026-06-30

Filed2026-07-20

CGUS

CAPITAL GROUP CORE EQUITY ET

19.20%

Shares22.3K

Event2026-06-30

Filed2026-07-20

UITB

VICTORY PORTFOLIOS II

245.11%

Shares21.2K

Event2026-06-30

Filed2026-07-20

PATH

UIPATH INC

-47.31%

Shares91.3K

Event2026-06-30

Filed2026-07-20

SHY

ISHARES TR

10.03%

Shares12.1K

Event2026-06-30

Filed2026-07-20

IUSG

ISHARES TR

-3.91%

Shares5.2K

Event2026-06-30

Filed2026-07-20

SMMU

PIMCO ETF TR

4.29%

Shares19.1K

Event2026-06-30

Filed2026-07-20

HOOD

ROBINHOOD MKTS INC

11.01%

Shares9.4K

Event2026-06-30

Filed2026-07-20

PFF

ISHARES TR

-7.38%

Shares30.9K

Event2026-06-30

Filed2026-07-20

EES

WISDOMTREE TR

-0.79%

Shares13.9K

Event2026-06-30

Filed2026-07-20

IHDG

WISDOMTREE TR

-0.68%

Shares17.6K

Event2026-06-30

Filed2026-07-20

FREEPORT MCMORAN INC

-42.87%

Shares14.3K

Event2026-06-30

Filed2026-07-20

HTUS

CAPITOL SER TR

99.00%

Shares20.4K

Event2026-06-30

Filed2026-07-20

TLH

ISHARES TR

13.39%

Shares8.9K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

14.52%

Shares3.1K

Event2026-06-30

Filed2026-07-20

PYPL

PAYPAL HLDGS INC

-1.84%

Shares20.4K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

10.03%

Shares8.2K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

11.68%

Shares6.3K

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

0.62%

Shares5.5K

Event2026-06-30

Filed2026-07-20

DIVI

FRANKLIN TEMPLETON ETF TR

0.00%

Shares20.2K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

-18.61%

Shares2.6K

Event2026-06-30

Filed2026-07-20

DFAU

DIMENSIONAL ETF TRUST

82.96%

Shares16.6K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

10.16%

Shares4.5K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

-65.95%

Shares1.3K

Event2026-06-30

Filed2026-07-20

WCC

WESCO INTL INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

CFR

CULLEN FROST BANKERS INC

2.74%

Shares5.3K

Event2026-06-30

Filed2026-07-20

KHPI

MANAGED PORTFOLIO SER

12.92%

Shares31.8K

Event2026-06-30

Filed2026-07-20

CGMS

CAPITAL GRP FIXED INCM ETF T

52.24%

Shares29.9K

Event2026-06-30

Filed2026-07-20

CORZ

CORE SCIENTIFIC INC NEW

-28.81%

Shares31.8K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-1.47%

Shares11.2K

Event2026-06-30

Filed2026-07-20

DOCU

DOCUSIGN INC

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-20

XBI

SPDR SERIES TRUST

-0.42%

Shares5.0K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

54.29%

Shares1.1K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

-24.86%

Shares7.6K

Event2026-06-30

Filed2026-07-20

BTI

BRITISH AMERN TOB PLC

-7.26%

Shares12.6K

Event2026-06-30

Filed2026-07-20

VCRM

VANGUARD MUN BD FDS

-12.70%

Shares10.0K

Event2026-06-30

Filed2026-07-20

RKLB

ROCKET LAB CORP

New

Shares7.4K

Event2026-06-30

Filed2026-07-20

JQUA

J P MORGAN EXCHANGE TRADED F

-6.75%

Shares10.4K

Event2026-06-30

Filed2026-07-20

XLV

SELECT SECTOR SPDR TR

-11.55%

Shares4.6K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

-2.39%

Shares10.1K

Event2026-06-30

Filed2026-07-20

RKT

ROCKET COS INC

-13.20%

Shares46.0K

Event2026-06-30

Filed2026-07-20

KMI

KINDER MORGAN INC DEL

-9.31%

Shares22.5K

Event2026-06-30

Filed2026-07-20

EEM

ISHARES TR

1.56%

Shares10.3K

Event2026-06-30

Filed2026-07-20

AVUV

AMERICAN CENTY ETF TR

-1.23%

Shares5.6K

Event2026-06-30

Filed2026-07-20

URI

UNITED RENTALS INC

-5.61%

Shares606

Event2026-06-30

Filed2026-07-20

ABBVIE INC

-34.85%

Shares2.7K

Event2026-06-30

Filed2026-07-20

LNG

CHENIERE ENERGY INC

-1.23%

Shares2.8K

Event2026-06-30

Filed2026-07-20

SCHO

SCHWAB STRATEGIC TR

-9.30%

Shares27.9K

Event2026-06-30

Filed2026-07-20

IBB

ISHARES TR

7.96%

Shares3.5K

Event2026-06-30

Filed2026-07-20

PCG

PG&E CORP

-6.87%

Shares39.6K

Event2026-06-30

Filed2026-07-20

TPL

TEXAS PACIFIC LAND CORPORATI

7.57%

Shares1.5K

Event2026-06-30

Filed2026-07-20

IYW

ISHARES TR

38.39%

Shares2.6K

Event2026-06-30

Filed2026-07-20

CRWV

COREWEAVE INC

45.69%

Shares6.4K

Event2026-06-30

Filed2026-07-20

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares897

Event2026-06-30

Filed2026-07-20

ISPY

PROSHARES TR

20.48%

Shares12.5K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

1.54%

Shares7.4K

Event2026-06-30

Filed2026-07-20

CIBR

FIRST TR EXCHANGE-TRADED FD

-2.68%

Shares6.6K

Event2026-06-30

Filed2026-07-20

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares11.5K

Event2026-06-30

Filed2026-07-20

VONG

VANGUARD SCOTTSDALE FDS

-2.79%

Shares4.5K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

4.19%

Shares2.6K

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

804.81%

Shares1.9K

Event2026-06-30

Filed2026-07-20

DEM

WISDOMTREE TR

9.67%

Shares10.3K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

6.77%

Shares4.7K

Event2026-06-30

Filed2026-07-20

SOXX

ISHARES TR

-46.20%

Shares850

Event2026-06-30

Filed2026-07-20

LONZ

PIMCO ETF TR

4.22%

Shares10.9K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

-21.77%

Shares12.7K

Event2026-06-30

Filed2026-07-20

ENB

ENBRIDGE INC

-16.44%

Shares9.8K

Event2026-06-30

Filed2026-07-20

ARTY

ISHARES TR

New

Shares6.9K

Event2026-06-30

Filed2026-07-20

WORLD GOLD TR

30.45%

Shares6.6K

Event2026-06-30

Filed2026-07-20

NBIS

NEBIUS GROUP N.V.

-29.23%

Shares1.9K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

-33.32%

Shares1.2K

Event2026-06-30

Filed2026-07-20

FTGC

FIRST TR EXCHANGE TRAD FD VI

2.74%

Shares19.1K

Event2026-06-30

Filed2026-07-20

XLI

SELECT SECTOR SPDR TR

3.16%

Shares2.8K

Event2026-06-30

Filed2026-07-20

MMU

WESTERN ASSET MANAGED MUNS F

0.93%

Shares48.9K

Event2026-06-30

Filed2026-07-20

PTLC

PACER FDS TR

New

Shares8.7K

Event2026-06-30

Filed2026-07-20

TCAF

T ROWE PRICE EXCHANGE-TRADED

47.39%

Shares12.3K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

6.68%

Shares1.4K

Event2026-06-30

Filed2026-07-20

XLF

SELECT SECTOR SPDR TR

5.09%

Shares9.3K

Event2026-06-30

Filed2026-07-20

CGGR

CAPITAL GROUP GROWTH ETF

-2.73%

Shares10.6K

Event2026-06-30

Filed2026-07-20

MELI

MERCADOLIBRE INC

-14.29%

Shares294

Event2026-06-30

Filed2026-07-20

FIW

FIRST TR EXCHANGE-TRADED FD

-14.24%

Shares4.5K

Event2026-06-30

Filed2026-07-20

SPG

SIMON PPTY GROUP INC NEW

-2.20%

Shares2.1K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

-60.92%

Shares1.8K

Event2026-06-30

Filed2026-07-20

CGIC

CAPITAL GROUP INTERNATIONAL

-1.21%

Shares13.0K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

3.36%

Shares400

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

-9.81%

Shares3.3K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

14.26%

Shares1.1K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

-4.94%

Shares15.7K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

3.85%

Shares4.8K

Event2026-06-30

Filed2026-07-20

NKE

NIKE INC

-14.71%

Shares11.1K

Event2026-06-30

Filed2026-07-20

COHR

COHERENT CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

-6.48%

Shares3.6K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

-15.80%

Shares5.5K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

-5.80%

Shares3.0K

Event2026-06-30

Filed2026-07-20

JPSE

J P MORGAN EXCHANGE TRADED F

-1.07%

Shares7.4K

Event2026-06-30

Filed2026-07-20

AT&T INC

-4.48%

Shares21.5K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

41.77%

Shares1.5K

Event2026-06-30

Filed2026-07-20

VTEB

VANGUARD MUN BD FDS

-30.22%

Shares8.8K

Event2026-06-30

Filed2026-07-20

SPMO

INVESCO EXCH TRADED FD TR II

-6.69%

Shares2.7K

Event2026-06-30

Filed2026-07-20

INVESCO EXCH TRADED FD TR II

58.58%

Shares18.4K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

-1.48%

Shares3.2K

Event2026-06-30

Filed2026-07-20

APPLOVIN CORP

-11.24%

Shares837

Event2026-06-30

Filed2026-07-20

ITA

ISHARES TR

31.62%

Shares1.8K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

-2.91%

Shares2.4K

Event2026-06-30

Filed2026-07-20

HAL

HALLIBURTON CO

-60.63%

Shares12.6K

Event2026-06-30

Filed2026-07-20

RALPH LAUREN CORP

0.57%

Shares1.1K

Event2026-06-30

Filed2026-07-20

IUS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-20

FBT

FIRST TR EXCHANGE-TRADED FD

-1.48%

Shares1.7K

Event2026-06-30

Filed2026-07-20

LMND

LEMONADE INC

1.23%

Shares6.3K

Event2026-06-30

Filed2026-07-20

ON SEMICONDUCTOR CORP

-2.71%

Shares4.3K

Event2026-06-30

Filed2026-07-20

MOAT

VANECK ETF TRUST

36.24%

Shares3.9K

Event2026-06-30

Filed2026-07-20

RBLX

ROBLOX CORP

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

-27.99%

Shares4.6K

Event2026-06-30

Filed2026-07-20

ALNT

ALLIENT INC

-22.39%

Shares3.9K

Event2026-06-30

Filed2026-07-20

CGDG

CAPITAL GROUP DIVIDEND GROWE

-3.86%

Shares10.6K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

66.62%

Shares1.2K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

-1.53%

Shares4.8K

Event2026-06-30

Filed2026-07-20

VANGUARD SCOTTSDALE FDS

-0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-20

VDE

VANGUARD WORLD FD

-10.77%

Shares2.6K

Event2026-06-30

Filed2026-07-20

CASY

CASEYS GEN STORES INC

8.80%

Shares482

Event2026-06-30

Filed2026-07-20

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares4.2K

Event2026-06-30

Filed2026-07-20

KTOS

KRATOS DEFENSE & SEC SOLUTIO

6.09%

Shares7.6K

Event2026-06-30

Filed2026-07-20

HALOZYME THERAPEUTICS INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-20

RJF

RAYMOND JAMES FINL INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

MPLX

MPLX LP

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-11.59%

Shares1.1K

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

2.49%

Shares1.8K

Event2026-06-30

Filed2026-07-20

BANK OF NY MELLON CORP

32.52%

Shares2.6K

Event2026-06-30

Filed2026-07-20

UCON

FIRST TR EXCHNG TRADED FD VI

35.52%

Shares14.8K

Event2026-06-30

Filed2026-07-20

LMBS

FIRST TR EXCHANGE-TRADED FD

35.91%

Shares7.3K

Event2026-06-30

Filed2026-07-20

JDVI

JOHN HANCOCK EXCHANGE TRADED

-3.12%

Shares9.3K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

-14.02%

Shares1.3K

Event2026-06-30

Filed2026-07-20

XLY

SELECT SECTOR SPDR TR

-1.90%

Shares3.0K

Event2026-06-30

Filed2026-07-20

CBXJ

CALAMOS ETF TR

-2.13%

Shares18.0K

Event2026-06-30

Filed2026-07-20

SDY

SPDR SERIES TRUST

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

ARK ETF TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-20

BBEM

J P MORGAN EXCHANGE TRADED F

-4.35%

Shares4.4K

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

-22.41%

Shares3.3K

Event2026-06-30

Filed2026-07-20

GSLC

GOLDMAN SACHS ETF TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

HTAX

NOMURA ETF TR

0.67%

Shares13.8K

Event2026-06-30

Filed2026-07-20

BLOK

AMPLIFY ETF TR

19.36%

Shares5.4K

Event2026-06-30

Filed2026-07-20

TWLO

TWILIO INC

-13.39%

Shares1.6K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-20

BP PLC

2.51%

Shares8.9K

Event2026-06-30

Filed2026-07-20

AVLV

AMERICAN CENTY ETF TR

0.14%

Shares3.6K

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP

-2.46%

Shares1.0K

Event2026-06-30

Filed2026-07-20

ROYAL CARIBBEAN GROUP

-0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-20

UBS

UBS GROUP AG

New

Shares6.5K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

3.97%

Shares3.5K

Event2026-06-30

Filed2026-07-20

IWV

ISHARES TR

0.00%

Shares741

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

-7.71%

Shares4.1K

Event2026-06-30

Filed2026-07-20

SBR

SABINE RTY TR

0.50%

Shares4.2K

Event2026-06-30

Filed2026-07-20

QUS

SPDR SERIES TRUST

New

Shares1.6K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares612

Event2026-06-30

Filed2026-07-20

GILD

GILEAD SCIENCES INC

33.91%

Shares2.4K

Event2026-06-30

Filed2026-07-20

SPMD

SPDR SERIES TRUST

New

Shares4.5K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

0.40%

Shares2.0K

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB STRATEGIC TR

0.27%

Shares10.4K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

-9.54%

Shares806

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

-15.83%

Shares590

Event2026-06-30

Filed2026-07-20

DEERE & CO

-12.24%

Shares473

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

-3.08%

Shares1.2K

Event2026-06-30

Filed2026-07-20

MGK

VANGUARD WORLD FD

316.75%

Shares3.4K

Event2026-06-30

Filed2026-07-20

ONON

ON HLDG AG

-5.03%

Shares8.4K

Event2026-06-30

Filed2026-07-20

RXST

RXSIGHT INC

New

Shares61.4K

Event2026-06-30

Filed2026-07-20

FNX

FIRST TR EXCHANGE-TRADED ALP

-1.32%

Shares2.0K

Event2026-06-30

Filed2026-07-20

ICF

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

-1.71%

Shares688

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

-7.61%

Shares2.2K

Event2026-06-30

Filed2026-07-20

RWJ

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-20

CGGE

CAPITAL GROUP GLOBAL EQUITY

3.88%

Shares7.9K

Event2026-06-30

Filed2026-07-20

COF

CAPITAL ONE FINL CORP

-4.15%

Shares1.4K

Event2026-06-30

Filed2026-07-20

FDN

FIRST TR EXCHANGE-TRADED FD

-2.78%

Shares1.1K

Event2026-06-30

Filed2026-07-20

BUD

ANHEUSER BUSCH INBEV SA NV

2.45%

Shares3.3K

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELEC PWR CO INC

-2.55%

Shares2.0K

Event2026-06-30

Filed2026-07-20

RDVI

FIRST TR EXCHANGE-TRADED FD

5.83%

Shares9.2K

Event2026-06-30

Filed2026-07-20

PXH

INVESCO EXCH TRADED FD TR II

New

Shares9.6K

Event2026-06-30

Filed2026-07-20

BUZZ

VANECK ETF TRUST

New

Shares7.3K

Event2026-06-30

Filed2026-07-20

CALAMOS ETF TR

New

Shares13.4K

Event2026-06-30

Filed2026-07-20

NEAR

ISHARES U S ETF TR

New

Shares5.2K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

-42.50%

Shares667

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

-26.11%

Shares515

Event2026-06-30

Filed2026-07-20

UNITY SOFTWARE INC

-2.83%

Shares9.0K

Event2026-06-30

Filed2026-07-20

QUANTA SVCS INC

New

Shares356

Event2026-06-30

Filed2026-07-20

ACVF

ETF OPPORTUNITIES TRUST

4.58%

Shares4.7K

Event2026-06-30

Filed2026-07-20

CGIE

CAPITAL GROUP INTERNATIONAL

13.19%

Shares6.9K

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC

5.32%

Shares515

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

9.66%

Shares261

Event2026-06-30

Filed2026-07-20

HYG

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-20

VYMI

VANGUARD WHITEHALL FDS

-16.26%

Shares2.5K

Event2026-06-30

Filed2026-07-20

VLO

VALERO ENERGY CORP

-35.05%

Shares932

Event2026-06-30

Filed2026-07-20

JMST

J P MORGAN EXCHANGE TRADED F

-1.15%

Shares4.6K

Event2026-06-30

Filed2026-07-20

DFAI

DIMENSIONAL ETF TRUST

New

Shares5.7K

Event2026-06-30

Filed2026-07-20

QTUM

ETF SER SOLUTIONS

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

MDLZ

MONDELEZ INTL INC

3.48%

Shares4.0K

Event2026-06-30

Filed2026-07-20

FLEX

FLEX LTD

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

IWS

ISHARES TR

-1.29%

Shares1.4K

Event2026-06-30

Filed2026-07-20

JAAA

JANUS DETROIT STR TR

0.13%

Shares4.5K

Event2026-06-30

Filed2026-07-20

AFL

AFLAC INC

-9.63%

Shares1.9K

Event2026-06-30

Filed2026-07-20

EVSM

MORGAN STANLEY ETF TRUST

-13.27%

Shares4.4K

Event2026-06-30

Filed2026-07-20

MEDP

MEDPACE HLDGS INC

New

Shares416

Event2026-06-30

Filed2026-07-20

MINT

PIMCO ETF TR

0.94%

Shares2.2K

Event2026-06-30

Filed2026-07-20

DVN

DEVON ENERGY CORP NEW

-40.21%

Shares5.3K

Event2026-06-30

Filed2026-07-20

HELO

J P MORGAN EXCHANGE TRADED F

New

Shares3.2K

Event2026-06-30

Filed2026-07-20

PINS

PINTEREST INC

-23.20%

Shares10.2K

Event2026-06-30

Filed2026-07-20

CGCB

CAPITAL GRP FIXED INCM ETF T

-9.24%

Shares8.1K

Event2026-06-30

Filed2026-07-20

WPC

WP CAREY INC

-14.28%

Shares2.9K

Event2026-06-30

Filed2026-07-20

WSM

WILLIAMS SONOMA INC

New

Shares894

Event2026-06-30

Filed2026-07-20

BTC

GRAYSCALE BITCOIN MINI TR ET

-27.32%

Shares8.0K

Event2026-06-30

Filed2026-07-20

INCM

FRANKLIN TEMPLETON ETF TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-20

VOE

VANGUARD INDEX FDS

-31.16%

Shares1.0K

Event2026-06-30

Filed2026-07-20

KBH

KB HOME

-81.41%

Shares3.3K

Event2026-06-30

Filed2026-07-20

FTLS

FIRST TR EXCH TRADED FD III

New

Shares2.7K

Event2026-06-30

Filed2026-07-20

FDL

FIRST TR EXCHANGE-TRADED FD

0.63%

Shares4.2K

Event2026-06-30

Filed2026-07-20

OZK

BANK OZK LITTLE ROCK ARK

New

Shares3.9K

Event2026-06-30

Filed2026-07-20

CBTJ

CALAMOS ETF TR

New

Shares10.5K

Event2026-06-30

Filed2026-07-20

AMPX

AMPRIUS TECHNOLOGIES INC

New

Shares12.4K

Event2026-06-30

Filed2026-07-20

JOBY

JOBY AVIATION INC

New

Shares17.3K

Event2026-06-30

Filed2026-07-20

RZLV

REZOLVE AI PLC

New

Shares27.3K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

TESLA INC Call CallTESLA INC1.9K sharesnew addition2026-06-302026-07-20

NVIDIA CORPORATION Call CallNVIDIA CORPORATION1.3K sharesnew addition2026-06-302026-07-20

TESLA INC Call

TESLA INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-20

NVIDIA CORPORATION Call

NVIDIA CORPORATION

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

Put Option Holdings

No put option holdings data available