Sponsored

The Analysis of TOUNJIAN ADVISORY PARTNERS, LLC's Holdings & P&L

Currently, TOUNJIAN ADVISORY PARTNERS, LLC holds 789 types of securities in its portfolio with a total value $233.8M. In the most recent quarter, they have increased their positions in FTGS (+1.0M shares, valued at $38.5M), BUFR (+247.5K shares, valued at $9.0M), UDEC (+180.4K shares, valued at $7.5M); decreased their positions in NVDA (-47.5K shares, valued at $9.5M), MU (-6.7K shares, valued at $7.7M), AAPL (-26.2K shares, valued at $7.6M); initiated new positions in FTGS (+1.0M shares, valued at $38.5M), BUFR (+247.5K shares, valued at $9.0M), UDEC (+180.4K shares, valued at $7.5M).

1M P&L

-1.5M-0.78%

3M P&L

+7.5M+4.14%

HY P&L

+8.9M+4.94%

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/A129.1M

64.8%

2Aerospace & Defense9.5M

4.7%

3Consumer Electronics8.6M

4.3%

Top Industries by Stock Count

1N/A284 stocks

39.4%

2Banks - Regional24 stocks

3.3%

3Utilities - Regulated Electric19 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FTGS FIRST TR EXCHANGE-TRADED FD1.0M sharesnew addition2026-06-302026-08-07

BUFR FIRST TR EXCHNG TRADED FD VI247.5K sharesnew addition2026-06-302026-08-07

AAPL APPLE INC29.5K shares-46.96%2026-06-302026-08-07

UDEC INNOVATOR ETFS TRUST180.4K sharesnew addition2026-06-302026-08-07

NVDA NVIDIA CORPORATION35.2K shares-57.46%2026-06-302026-08-07

AMZN AMAZON COM INC23.3K shares-31.00%2026-06-302026-08-07

GE GE AEROSPACE13.3K shares101.59%2026-06-302026-08-07

MSFT MICROSOFT CORP13.1K shares-55.88%2026-06-302026-08-07

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP28.5K sharesnew addition2026-06-302026-08-07

TSLA TESLA INC11.2K shares47.29%2026-06-302026-08-07

MISL FIRST TR EXCHANGE-TRADED FD101.9K sharesnew addition2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC37.2K shares-6.94%2026-06-302026-08-07

HD HOME DEPOT INC12.4K shares69.94%2026-06-302026-08-07

WMT WALMART INC37.8K shares92.60%2026-06-302026-08-07

BA BOEING CO18.5K sharesnew addition2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.3K shares50.18%2026-06-302026-08-07

Sponsored

GRMN GARMIN LTD16.5K sharesnew addition2026-06-302026-08-07

MCD MCDONALDS CORP14.2K shares210.64%2026-06-302026-08-07

MAYW AIM ETF PRODUCTS TRUST106.0K sharesnew addition2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.50.1K shares83.32%2026-06-302026-08-07

ORACLE CORP ORACLE CORP23.2K shares1255.15%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC7.7K sharesnew addition2026-06-302026-08-07

SPDR SERIES TRUST SPDR SERIES TRUST36.5K sharesnew addition2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.3K sharesnew addition2026-06-302026-08-07

Sponsored

VOO VANGUARD INDEX FDS4.6K shares455.17%2026-06-302026-08-07

ONEZ ELEVATION SERIES TRUST100.2K sharesnew addition2026-06-302026-08-07

SIXD AIM ETF PRODUCTS TRUST87.3K sharesnew addition2026-06-302026-08-07

JUNW AIM ETF PRODUCTS TRUST67.4K sharesnew addition2026-06-302026-08-07

SMMD ISHARES TR24.6K sharesnew addition2026-06-302026-08-07

EMLP FIRST TR EXCHANGE-TRADED FD49.3K sharesnew addition2026-06-302026-08-07

VXUS VANGUARD STAR FDS24.3K sharesnew addition2026-06-302026-08-07

EIPX FIRST TR EXCHANGE-TRADED FD64.0K sharesnew addition2026-06-302026-08-07

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD38.8K sharesnew addition2026-06-302026-08-07

CRPT FIRST TR EXCHNG TRADED FD VI161.3K sharesnew addition2026-06-302026-08-07

BILZ PIMCO ETF TR16.4K shares278.71%2026-06-302026-08-07

GOOG ALPHABET INC4.1K sharesnew addition2026-06-302026-08-07

FVD FIRST TR EXCHANGE-TRADED FD29.8K sharesnew addition2026-06-302026-08-07

GMAY FIRST TR EXCHNG TRADED FD VI31.7K sharesnew addition2026-06-302026-08-07

UFEB INNOVATOR ETFS TRUST34.7K sharesnew addition2026-06-302026-08-07

MAYT AIM ETF PRODUCTS TRUST32.8K sharesnew addition2026-06-302026-08-07

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD15.2K sharesnew addition2026-06-302026-08-07

DSEP FIRST TR EXCHNG TRADED FD VI24.9K sharesnew addition2026-06-302026-08-07

DNOV FIRST TR EXCHNG TRADED FD VI22.4K sharesnew addition2026-06-302026-08-07

TUA SIMPLIFY EXCHANGE TRADED FUN49.4K sharesnew addition2026-06-302026-08-07

JANW AIM ETF PRODUCTS TRUST25.4K sharesnew addition2026-06-302026-08-07

BUFD FIRST TR EXCHNG TRADED FD VI32.9K sharesnew addition2026-06-302026-08-07

BUFZ FIRST TR EXCHNG TRADED FD VI33.6K sharesnew addition2026-06-302026-08-07

SFLR INNOVATOR ETFS TRUST24.0K sharesnew addition2026-06-302026-08-07

Sponsored

META PLATFORMS INC META PLATFORMS INC1.5K shares-81.44%2026-06-302026-08-07

DOCT FIRST TR EXCHNG TRADED FD VI18.0K sharesnew addition2026-06-302026-08-07

BROADCOM INC BROADCOM INC2.2K shares-86.34%2026-06-302026-08-07

FEBW AIM ETF PRODUCTS TRUST23.5K sharesnew addition2026-06-302026-08-07

KNG FIRST TR EXCHANGE-TRADED FD15.8K sharesnew addition2026-06-302026-08-07

DECW AIM ETF PRODUCTS TRUST21.7K sharesnew addition2026-06-302026-08-07

SEPZ ELEVATION SERIES TRUST16.8K sharesnew addition2026-06-302026-08-07

PNOV INNOVATOR ETFS TRUST16.9K sharesnew addition2026-06-302026-08-07

Sponsored

COR CENCORA INC2.6K sharesnew addition2026-06-302026-08-07

IEMG ISHARES INC8.3K sharesnew addition2026-06-302026-08-07

JNJ JOHNSON & JOHNSON2.7K shares-78.79%2026-06-302026-08-07

PAYM ELEVATION SERIES TRUST25.9K sharesnew addition2026-06-302026-08-07

S&P GLOBAL INC S&P GLOBAL INC1.5K shares-73.78%2026-06-302026-08-07

ASML ASML HLDG NV285 sharesnew addition2026-06-302026-08-07

AGEM ABRDN FDS11.4K sharesnew addition2026-06-302026-08-07

IDEV ISHARES TR6.3K sharesnew addition2026-06-302026-08-07

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.4K shares66.08%2026-06-302026-08-07

IWY ISHARES TR1.9K sharesnew addition2026-06-302026-08-07

IDEXX LABS INC IDEXX LABS INC1.0K sharesnew addition2026-06-302026-08-07

CEG CONSTELLATION ENERGY CORP2.0K sharesnew addition2026-06-302026-08-07

BALT INNOVATOR ETFS TRUST14.7K sharesnew addition2026-06-302026-08-07

VB VANGUARD INDEX FDS1.6K shares92.41%2026-06-302026-08-07

RDVI FIRST TR EXCHANGE-TRADED FD14.9K sharesnew addition2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP827 sharesnew addition2026-06-302026-08-07

Sponsored

VGT VANGUARD WORLD FD3.5K shares751.21%2026-06-302026-08-07

GOCT FIRST TR EXCHNG TRADED FD VI9.9K sharesnew addition2026-06-302026-08-07

ZAPR INNOVATOR ETFS TRUST15.3K sharesnew addition2026-06-302026-08-07

SHOP SHOPIFY INC3.5K sharesnew addition2026-06-302026-08-07

BUFQ FIRST TR EXCHNG TRADED FD VI9.8K sharesnew addition2026-06-302026-08-07

ETN EATON CORP PLC881 sharesnew addition2026-06-302026-08-07

SNPS SYNOPSYS INC839 sharesnew addition2026-06-302026-08-07

QQQ INVESCO QQQ TR481 sharesnew addition2026-06-302026-08-07

Sponsored

IWX ISHARES TR3.3K sharesnew addition2026-06-302026-08-07

SDVY FIRST TR EXCHANGE TRADED FD7.7K sharesnew addition2026-06-302026-08-07

VO VANGUARD INDEX FDS4.1K shares346.72%2026-06-302026-08-07

UJUN INNOVATOR ETFS TRUST8.4K sharesnew addition2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS876 sharesnew addition2026-06-302026-08-07

SPD SIMPLIFY EXCHANGE TRADED FUN7.8K sharesnew addition2026-06-302026-08-07

VONG VANGUARD SCOTTSDALE FDS2.4K sharesnew addition2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC638 sharesnew addition2026-06-302026-08-07

Sponsored

GOOGL ALPHABET INC853 shares-95.79%2026-06-302026-08-07

BUFT FIRST TR EXCHNG TRADED FD VI11.8K sharesnew addition2026-06-302026-08-07

QBER ELEVATION SERIES TRUST12.7K sharesnew addition2026-06-302026-08-07

ODFL OLD DOMINION FREIGHT LINE IN1.4K sharesnew addition2026-06-302026-08-07

OZ BELPOINTE PREP LLC6.3K sharesnew addition2026-06-302026-08-07

UAUG INNOVATOR ETFS TRUST6.7K sharesnew addition2026-06-302026-08-07

GJAN FIRST TR EXCHNG TRADED FD VI6.1K sharesnew addition2026-06-302026-08-07

GLD SPDR GOLD TR715 sharesnew addition2026-06-302026-08-07

Sponsored

FAI FIRST TR EXCHANGE-TRADED FD4.8K sharesnew addition2026-06-302026-08-07

CAT CATERPILLAR INC247 sharesnew addition2026-06-302026-08-07

TJX TJX COS INC NEW1.7K sharesnew addition2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC756 sharesnew addition2026-06-302026-08-07

PDEC INNOVATOR ETFS TRUST5.4K sharesnew addition2026-06-302026-08-07

NOBL PROSHARES TR4.4K sharesnew addition2026-06-302026-08-07

DJAN FIRST TR EXCHNG TRADED FD VI5.3K sharesnew addition2026-06-302026-08-07

UJAN INNOVATOR ETFS TRUST5.3K sharesnew addition2026-06-302026-08-07

Sponsored

DECT AIM ETF PRODUCTS TRUST5.8K sharesnew addition2026-06-302026-08-07

MELI MERCADOLIBRE INC128 sharesnew addition2026-06-302026-08-07

MU MICRON TECHNOLOGY INC187 shares-97.28%2026-06-302026-08-07

APH AMPHENOL CORP1.2K shares-89.89%2026-06-302026-08-07

POCT INNOVATOR ETFS TRUST4.6K sharesnew addition2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO651 shares-95.33%2026-06-302026-08-07

NTSX WISDOMTREE TR3.6K sharesnew addition2026-06-302026-08-07

MAGA ETF SER SOLUTIONS3.6K sharesnew addition2026-06-302026-08-07

Sponsored

ZROZ PIMCO ETF TR3.2K sharesnew addition2026-06-302026-08-07

DAPR FIRST TR EXCHNG TRADED FD VI4.8K sharesnew addition2026-06-302026-08-07

BUCK SIMPLIFY EXCHANGE TRADED FUN8.2K sharesnew addition2026-06-302026-08-07

CTAS CINTAS CORP1.1K sharesnew addition2026-06-302026-08-07

JUNT AIM ETF PRODUCTS TRUST5.0K sharesnew addition2026-06-302026-08-07

IWS ISHARES TR1.1K sharesnew addition2026-06-302026-08-07

PJUN INNOVATOR ETFS TRUST4.3K sharesnew addition2026-06-302026-08-07

EFV ISHARES TR2.4K sharesnew addition2026-06-302026-08-07

Sponsored

SCHA SCHWAB STRATEGIC TR5.2K sharesnew addition2026-06-302026-08-07

LTPZ PIMCO ETF TR3.7K sharesnew addition2026-06-302026-08-07

VST VISTRA CORP1.2K sharesnew addition2026-06-302026-08-07

GJUN FIRST TR EXCHNG TRADED FD VI4.4K sharesnew addition2026-06-302026-08-07

FTGC FIRST TR EXCHANGE TRAD FD VI6.7K sharesnew addition2026-06-302026-08-07

SERVICENOW INC SERVICENOW INC1.8K sharesnew addition2026-06-302026-08-07

CTA SIMPLIFY EXCHANGE TRADED FUN6.6K sharesnew addition2026-06-302026-08-07

SPYC SIMPLIFY EXCHANGE TRADED FUN3.7K sharesnew addition2026-06-302026-08-07

Sponsored

SPLS PIMCO ETF TR3.1K sharesnew addition2026-06-302026-08-07

EFG ISHARES TR1.4K sharesnew addition2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL333 shares-95.67%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.4K shares-83.48%2026-06-302026-08-07

UMAY INNOVATOR ETFS TRUST4.4K sharesnew addition2026-06-302026-08-07

ABBVIE INC ABBVIE INC657 shares-93.83%2026-06-302026-08-07

PAYH ELEVATION SERIES TRUST6.6K sharesnew addition2026-06-302026-08-07

CVX CHEVRON CORPORATION985 shares-87.66%2026-06-302026-08-07

Sponsored

ONEH ELEVATION SERIES TRUST6.5K sharesnew addition2026-06-302026-08-07

FEBT AIM ETF PRODUCTS TRUST3.8K sharesnew addition2026-06-302026-08-07

WDAY WORKDAY INC1.3K sharesnew addition2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION779 shares-93.04%2026-06-302026-08-07

FIXD FIRST TR EXCHNG TRADED FD VI3.4K sharesnew addition2026-06-302026-08-07

SCHG SCHWAB STRATEGIC TR4.3K sharesnew addition2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED281 shares-95.51%2026-06-302026-08-07

UMAR INNOVATOR ETFS TRUST3.4K sharesnew addition2026-06-302026-08-07

Sponsored

FOXY SIMPLIFY EXCHANGE TRADED FUN4.8K sharesnew addition2026-06-302026-08-07

SBAR SIMPLIFY EXCHANGE TRADED FUN5.6K sharesnew addition2026-06-302026-08-07

PJAN INNOVATOR ETFS TRUST2.8K sharesnew addition2026-06-302026-08-07

AGGH SIMPLIFY EXCHANGE TRADED FUN6.8K sharesnew addition2026-06-302026-08-07

CVS CVS HEALTH CORP1.3K shares-93.12%2026-06-302026-08-07

ISHARES TR ISHARES TR180 shares-90.96%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR693 sharesnew addition2026-06-302026-08-07

WPM WHEATON PRECIOUS METALS CORP1.2K sharesnew addition2026-06-302026-08-07

Sponsored

VBK VANGUARD INDEX FDS355 sharesnew addition2026-06-302026-08-07

VMC VULCAN MATLS CO433 sharesnew addition2026-06-302026-08-07

VFH VANGUARD WORLD FD941 sharesnew addition2026-06-302026-08-07

ET ENERGY TRANSFER L P6.4K sharesnew addition2026-06-302026-08-07

VHT VANGUARD WORLD FD406 sharesnew addition2026-06-302026-08-07

GEV GE VERNOVA INC103 sharesnew addition2026-06-302026-08-07

MPC MARATHON PETE CORP454 sharesnew addition2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC230 sharesnew addition2026-06-302026-08-07

Sponsored

AGGY WISDOMTREE TR2.6K sharesnew addition2026-06-302026-08-07

DGRW WISDOMTREE TR1.1K sharesnew addition2026-06-302026-08-07

PG PROCTER & GAMBLE CO739 shares-75.37%2026-06-302026-08-07

ABNB AIRBNB INC755 sharesnew addition2026-06-302026-08-07

DDWM WISDOMTREE TR2.3K sharesnew addition2026-06-302026-08-07

XSOE WISDOMTREE TR2.1K sharesnew addition2026-06-302026-08-07

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS839 sharesnew addition2026-06-302026-08-07

OCTM FIRST TR EXCHNG TRADED FD VI3.0K sharesnew addition2026-06-302026-08-07

Sponsored

AFLG FIRST TR EXCHNG TRADED FD VI2.3K sharesnew addition2026-06-302026-08-07

SVOL SIMPLIFY EXCHANGE TRADED FUN6.2K sharesnew addition2026-06-302026-08-07

TRGP TARGA RES CORP367 sharesnew addition2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS622 sharesnew addition2026-06-302026-08-07

EXC EXELON CORP1.9K shares-91.94%2026-06-302026-08-07

SCEP STERLING CAP FDS3.6K sharesnew addition2026-06-302026-08-07

PYLD PIMCO ETF TR3.4K shares-94.37%2026-06-302026-08-07

PHM PULTE GROUP INC652 sharesnew addition2026-06-302026-08-07

Sponsored

DE DEERE & CO141 sharesnew addition2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC121 shares-90.92%2026-06-302026-08-07

NVTS NAVITAS SEMICONDUCTOR CORP4.9K sharesnew addition2026-06-302026-08-07

POWL POWELL INDS INC301 sharesnew addition2026-06-302026-08-07

TDIV FIRST TR EXCHANGE TRADED FD748 sharesnew addition2026-06-302026-08-07

PAPR INNOVATOR ETFS TRUST2.0K sharesnew addition2026-06-302026-08-07

SCHX SCHWAB STRATEGIC TR2.8K sharesnew addition2026-06-302026-08-07

EIPI FIRST TR EXCHNG TRADED FD VI3.7K sharesnew addition2026-06-302026-08-07

Sponsored

SOUTHERN CO SOUTHERN CO849 sharesnew addition2026-06-302026-08-07

SCEC CAPITOL SER TR3.2K sharesnew addition2026-06-302026-08-07

DJUN FIRST TR EXCHNG TRADED FD VI1.6K sharesnew addition2026-06-302026-08-07

MS MORGAN STANLEY382 shares-96.98%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS282 shares-94.26%2026-06-302026-08-07

HCA HCA HEALTHCARE INC202 sharesnew addition2026-06-302026-08-07

FTA FIRST TR EXCHANGE-TRADED ALP793 sharesnew addition2026-06-302026-08-07

ZFEB INNOVATOR ETFS TRUST2.9K sharesnew addition2026-06-302026-08-07

Sponsored

T AT&T INC3.7K shares-92.34%2026-06-302026-08-07

SCMC STERLING CAP FDS3.0K sharesnew addition2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC128 shares-98.46%2026-06-302026-08-07

DON WISDOMTREE TR1.3K sharesnew addition2026-06-302026-08-07

ENB ENBRIDGE INC1.3K sharesnew addition2026-06-302026-08-07

GDE WISDOMTREE TR1.2K sharesnew addition2026-06-302026-08-07

DLN WISDOMTREE TR739 sharesnew addition2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC70 shares-98.04%2026-06-302026-08-07

Sponsored

DTE DTE ENERGY CO460 shares-93.24%2026-06-302026-08-07

LLY ELI LILLY & CO58 shares-98.25%2026-06-302026-08-07

BP BP PLC1.9K sharesnew addition2026-06-302026-08-07

QTEC FIRST TR EXCHANGE-TRADED FD202 sharesnew addition2026-06-302026-08-07

IBIT ISHARES BITCOIN TRUST ETF2.0K sharesnew addition2026-06-302026-08-07

INTC INTEL CORP466 sharesnew addition2026-06-302026-08-07

FDT FIRST TR EXCH TRD ALPHDX FD683 sharesnew addition2026-06-302026-08-07

VISA INC VISA INC188 shares-97.98%2026-06-302026-08-07

Sponsored

IWP ISHARES TR439 sharesnew addition2026-06-302026-08-07

BUSE FIRST BUSEY CORP2.2K sharesnew addition2026-06-302026-08-07

IQDG WISDOMTREE TR1.5K sharesnew addition2026-06-302026-08-07

ZBIO ZENAS BIOPHARMA INC2.5K sharesnew addition2026-06-302026-08-07

FEM FIRST TR EXCH TRD ALPHDX FD1.9K sharesnew addition2026-06-302026-08-07

WTMF WISDOMTREE TR1.5K sharesnew addition2026-06-302026-08-07

VCIT VANGUARD SCOTTSDALE FDS692 shares-83.06%2026-06-302026-08-07

LRCX LAM RESEARCH CORP130 shares-98.93%2026-06-302026-08-07

Sponsored

PMAY INNOVATOR ETFS TRUST1.3K sharesnew addition2026-06-302026-08-07

FDIF FIDELITY COVINGTON TRUST1.3K sharesnew addition2026-06-302026-08-07

C CITIGROUP INC386 shares-98.43%2026-06-302026-08-07

DAUG FIRST TR EXCHNG TRADED FD VI1.1K sharesnew addition2026-06-302026-08-07

MINT PIMCO ETF TR504 shares-95.09%2026-06-302026-08-07

FTCS FIRST TR EXCHANGE-TRADED FD540 sharesnew addition2026-06-302026-08-07

FNDX SCHWAB STRATEGIC TR1.6K sharesnew addition2026-06-302026-08-07

EES WISDOMTREE TR745 sharesnew addition2026-06-302026-08-07

Sponsored

BAC BANK OF AMER CORP878 shares-98.06%2026-06-302026-08-07

KO COCA COLA CO587 sharesnew addition2026-06-302026-08-07

GAEM SIMPLIFY EXCHANGE TRADED FUN1.8K sharesnew addition2026-06-302026-08-07

DLS WISDOMTREE TR560 sharesnew addition2026-06-302026-08-07

DIA STATE STR SPDR DOW JONES IND90 sharesnew addition2026-06-302026-08-07

LGOV FIRST TR EXCHANGE-TRADED FD2.2K sharesnew addition2026-06-302026-08-07

QCOM QUALCOMM INC249 sharesnew addition2026-06-302026-08-07

ZMAY INNOVATOR ETFS TRUST1.8K sharesnew addition2026-06-302026-08-07

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDI166 sharesnew addition2026-06-302026-08-07

BDX BECTON DICKINSON & CO296 sharesnew addition2026-06-302026-08-07

AEE AMEREN CORP391 sharesnew addition2026-06-302026-08-07

FDN FIRST TR EXCHANGE-TRADED FD166 sharesnew addition2026-06-302026-08-07

CDNS CADENCE DESIGN SYSTEM INC113 sharesnew addition2026-06-302026-08-07

QHY WISDOMTREE TR915 sharesnew addition2026-06-302026-08-07

FEP FIRST TR EXCH TRD ALPHDX FD732 sharesnew addition2026-06-302026-08-07

SIXO AIM ETF PRODUCTS TRUST1.2K sharesnew addition2026-06-302026-08-07

Sponsored

FBCG FIDELITY COVINGTON TRUST663 sharesnew addition2026-06-302026-08-07

OCTW AIM ETF PRODUCTS TRUST1.0K sharesnew addition2026-06-302026-08-07

CRH CRH PLC385 sharesnew addition2026-06-302026-08-07

MRK MERCK & CO INC305 sharesnew addition2026-06-302026-08-07

FIIG FIRST TR EXCHANGE-TRADED FD1.8K sharesnew addition2026-06-302026-08-07

CSX CSX CORP783 shares-98.61%2026-06-302026-08-07

FJP FIRST TR EXCH TRD ALPHDX FD476 sharesnew addition2026-06-302026-08-07

ISHARES TR ISHARES TR368 shares-99.49%2026-06-302026-08-07

Sponsored

KR KROGER CO633 sharesnew addition2026-06-302026-08-07

SPYG SPDR SERIES TRUST289 sharesnew addition2026-06-302026-08-07

TYA SIMPLIFY EXCHANGE TRADED FUN2.6K sharesnew addition2026-06-302026-08-07

LIN LINDE PLC64 shares-97.75%2026-06-302026-08-07

AUB ATLANTIC UN BANKSHARES CORP771 sharesnew addition2026-06-302026-08-07

GD GENERAL DYNAMICS CORP92 sharesnew addition2026-06-302026-08-07

FSK FS KKR CAP CORP3.0K sharesnew addition2026-06-302026-08-07

BK BANK OF NY MELLON CORP221 shares-98.77%2026-06-302026-08-07

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC359 shares-96.01%2026-06-302026-08-07

FSSL FS SPECIALTY LENDING FD2.8K sharesnew addition2026-06-302026-08-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC92 sharesnew addition2026-06-302026-08-07

MSIF MSC INCOME FUND INC2.6K sharesnew addition2026-06-302026-08-07

HEI.A HEICO CORP NEW116 sharesnew addition2026-06-302026-08-07

TXN TEXAS INSTRS INC99 sharesnew addition2026-06-302026-08-07

FNDF SCHWAB STRATEGIC TR556 sharesnew addition2026-06-302026-08-07

DTM DT MIDSTREAM INC196 sharesnew addition2026-06-302026-08-07

Sponsored

VV VANGUARD INDEX FDS82 sharesnew addition2026-06-302026-08-07

PM PHILIP MORRIS INTL INC156 shares-99.21%2026-06-302026-08-07

ZJUN INNOVATOR ETFS TRUST1.0K sharesnew addition2026-06-302026-08-07

PRFZ INVESCO EXCHANGE TRADED FD T500 sharesnew addition2026-06-302026-08-07

SPMB SPDR SERIES TRUST1.2K sharesnew addition2026-06-302026-08-07

TLT ISHARES TR319 sharesnew addition2026-06-302026-08-07

IJH ISHARES TR357 sharesnew addition2026-06-302026-08-07

HOOD ROBINHOOD MKTS INC272 sharesnew addition2026-06-302026-08-07

Sponsored

VZ VERIZON COMMUNICATIONS INC644 shares-98.28%2026-06-302026-08-07

SRE SEMPRA293 shares-98.04%2026-06-302026-08-07

BKNG BOOKING HOLDINGS INC152 sharesnew addition2026-06-302026-08-07

DOV DOVER CORP118 shares-98.99%2026-06-302026-08-07

CARR CARRIER GLOBAL CORPORATION356 sharesnew addition2026-06-302026-08-07

LEN LENNAR CORP288 shares-98.89%2026-06-302026-08-07

SILA SILA REALTY TRUST INC851 sharesnew addition2026-06-302026-08-07

EMR EMERSON ELEC CO178 shares-94.15%2026-06-302026-08-07

Sponsored

IHAK ISHARES TR420 sharesnew addition2026-06-302026-08-07

HYS PIMCO ETF TR268 sharesnew addition2026-06-302026-08-07

CRM SALESFORCE INC158 shares-97.77%2026-06-302026-08-07

PGR PROGRESSIVE CORP113 sharesnew addition2026-06-302026-08-07

PAYX PAYCHEX INC248 sharesnew addition2026-06-302026-08-07

VRTX VERTEX PHARMACEUTICALS INC49 sharesnew addition2026-06-302026-08-07

IWM ISHARES TR79 sharesnew addition2026-06-302026-08-07

FSIG FIRST TR EXCHANGE-TRADED FD1.2K sharesnew addition2026-06-302026-08-07

Sponsored

SEPW AIM ETF PRODUCTS TRUST703 sharesnew addition2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC47 sharesnew addition2026-06-302026-08-07

FDCF FIDELITY COVINGTON TRUST463 sharesnew addition2026-06-302026-08-07

CHD CHURCH & DWIGHT CO INC237 shares-99.00%2026-06-302026-08-07

UBER UBER TECHNOLOGIES INC317 sharesnew addition2026-06-302026-08-07

FBRT FRANKLIN BSP RLTY TR INC2.8K sharesnew addition2026-06-302026-08-07

SCSB STERLING CAP FDS913 sharesnew addition2026-06-302026-08-07

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI749 sharesnew addition2026-06-302026-08-07

Sponsored

SPDW SPDR INDEX SHS FDS441 sharesnew addition2026-06-302026-08-07

LMBS FIRST TR EXCHANGE-TRADED FD447 sharesnew addition2026-06-302026-08-07

ELV ELEVANCE HEALTH INC FORMERLY57 sharesnew addition2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING IN98 sharesnew addition2026-06-302026-08-07

ADI ANALOG DEVICES INC52 shares-94.35%2026-06-302026-08-07

JULW AIM ETF PRODUCTS TRUST497 sharesnew addition2026-06-302026-08-07

WFC WELLS FARGO & CO245 shares-91.26%2026-06-302026-08-07

ACYN FIRST TR EXCHANGE-TRADED FD959 sharesnew addition2026-06-302026-08-07

Sponsored

FBOT FIDELITY COVINGTON TRUST502 sharesnew addition2026-06-302026-08-07

AEP AMERICAN ELEC PWR CO INC140 shares-99.37%2026-06-302026-08-07

PEP PEPSICO INC139 sharesnew addition2026-06-302026-08-07

PFE PFIZER INC776 shares-98.97%2026-06-302026-08-07

VGIT VANGUARD SCOTTSDALE FDS314 sharesnew addition2026-06-302026-08-07

ICE INTERCONTINENTAL EXCHANGE IN150 shares-98.47%2026-06-302026-08-07

FTXO FIRST TR EXCHANGE TRADED FD440 sharesnew addition2026-06-302026-08-07

CPB THE CAMPBELLS COMPANY805 shares-98.92%2026-06-302026-08-07

Sponsored

TGT TARGET CORP136 sharesnew addition2026-06-302026-08-07

BMO BANK MONTREAL MEDIUM101 sharesnew addition2026-06-302026-08-07

ETR ENTERGY CORP NEW154 shares-98.99%2026-06-302026-08-07

SBUX STARBUCKS CORP172 sharesnew addition2026-06-302026-08-07

FXR FIRST TR EXCHANGE-TRADED FD191 sharesnew addition2026-06-302026-08-07

WORLD GOLD TR WORLD GOLD TR218 sharesnew addition2026-06-302026-08-07

SNOWFLAKE INC SNOWFLAKE INC67 sharesnew addition2026-06-302026-08-07

FXH FIRST TR EXCHANGE-TRADED FD139 sharesnew addition2026-06-302026-08-07

Sponsored

IUSB ISHARES TR363 sharesnew addition2026-06-302026-08-07

HYLS FIRST TR EXCHANGE-TRADED FD411 sharesnew addition2026-06-302026-08-07

AVUV AMERICAN CENTY ETF TR131 sharesnew addition2026-06-302026-08-07

SPIB SPDR SERIES TRUST485 sharesnew addition2026-06-302026-08-07

FDFF FIDELITY COVINGTON TRUST490 sharesnew addition2026-06-302026-08-07

DECU AIM ETF PRODUCTS TRUST552 sharesnew addition2026-06-302026-08-07

GLTR ABRDN PRECIOUS METALS BASKET89 sharesnew addition2026-06-302026-08-07

MMC MARSH & MCLENNAN COS INC95 shares-98.92%2026-06-302026-08-07

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC70 sharesnew addition2026-06-302026-08-07

DUHP DIMENSIONAL ETF TRUST376 sharesnew addition2026-06-302026-08-07

GM GENERAL MTRS CO201 sharesnew addition2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC70 sharesnew addition2026-06-302026-08-07

AXP AMERICAN EXPRESS CO44 sharesnew addition2026-06-302026-08-07

MCO MOODYS CORP33 shares-98.82%2026-06-302026-08-07

WAT WATERS CORP39 sharesnew addition2026-06-302026-08-07

CARY ANGEL OAK FUNDS TRUST702 sharesnew addition2026-06-302026-08-07

Sponsored

ALL ALLSTATE CORP61 sharesnew addition2026-06-302026-08-07

DIS DISNEY WALT CO150 sharesnew addition2026-06-302026-08-07

PRF INVESCO EXCHANGE TRADED FD T259 sharesnew addition2026-06-302026-08-07

XEL XCEL ENERGY INC174 shares-98.86%2026-06-302026-08-07

ABT ABBOTT LABORATORIES154 sharesnew addition2026-06-302026-08-07

MDYG SPDR SERIES TRUST123 shares-97.33%2026-06-302026-08-07

MRNA MODERNA INC197 sharesnew addition2026-06-302026-08-07

NVS NOVARTIS AG87 sharesnew addition2026-06-302026-08-07

Sponsored

IRM IRON MTN INC DEL107 sharesnew addition2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED40 sharesnew addition2026-06-302026-08-07

ITW ILLINOIS TOOL WKS INC48 sharesnew addition2026-06-302026-08-07

AMGN AMGEN INC35 sharesnew addition2026-06-302026-08-07

BSX BOSTON SCIENTIFIC CORP299 shares-98.02%2026-06-302026-08-07

TTWO TAKE-TWO INTERACTIVE SOFTWAR51 sharesnew addition2026-06-302026-08-07

WDIV SPDR INDEX SHS FDS159 sharesnew addition2026-06-302026-08-07

SPSM SPDR SERIES TRUST220 sharesnew addition2026-06-302026-08-07

Sponsored

FGD FIRST TR EXCHANGE-TRADED FD393 sharesnew addition2026-06-302026-08-07

CEFZ ELEVATION SERIES TRUST1.5K sharesnew addition2026-06-302026-08-07

HAS HASBRO INC151 sharesnew addition2026-06-302026-08-07

RSG REPUBLIC SVCS INC58 shares-99.00%2026-06-302026-08-07

FIDU FIDELITY COVINGTON TRUST124 shares-98.98%2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F241 sharesnew addition2026-06-302026-08-07

MNST MONSTER BEVERAGE CORP NEW126 shares-96.37%2026-06-302026-08-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND97 shares-98.97%2026-06-302026-08-07

Sponsored

SCZ ISHARES TR147 sharesnew addition2026-06-302026-08-07

DBMF LITMAN GREGORY FDS TR391 sharesnew addition2026-06-302026-08-07

MDYV SPDR SERIES TRUST125 shares-97.03%2026-06-302026-08-07

GGG GRACO INC156 sharesnew addition2026-06-302026-08-07

CMCSA COMCAST CORP NEW467 sharesnew addition2026-06-302026-08-07

QSR RESTAURANT BRANDS INTL INC158 sharesnew addition2026-06-302026-08-07

AIOO AIM ETF PRODUCTS TRUST432 sharesnew addition2026-06-302026-08-07

SYK STRYKER CORPORATION35 sharesnew addition2026-06-302026-08-07

Sponsored

SMA SMARTSTOP SELF STORAG REIT I336 sharesnew addition2026-06-302026-08-07

COF CAPITAL ONE FINL CORP54 sharesnew addition2026-06-302026-08-07

VTV VANGUARD INDEX FDS50 sharesnew addition2026-06-302026-08-07

IAGG ISHARES TR213 sharesnew addition2026-06-302026-08-07

ISRG INTUITIVE SURGICAL INC27 sharesnew addition2026-06-302026-08-07

OKTA OKTA INC78 sharesnew addition2026-06-302026-08-07

NDSN NORDSON CORP35 sharesnew addition2026-06-302026-08-07

EQR EQUITY RESIDENTIAL155 sharesnew addition2026-06-302026-08-07

Sponsored

GSEP FIRST TR EXCHNG TRADED FD VI256 sharesnew addition2026-06-302026-08-07

VUG VANGUARD INDEX FDS121 sharesnew addition2026-06-302026-08-07

NGG NATIONAL GRID PLC126 sharesnew addition2026-06-302026-08-07

OTIS OTIS WORLDWIDE CORP146 sharesnew addition2026-06-302026-08-07

DOMINION ENERGY INC DOMINION ENERGY INC150 shares-99.38%2026-06-302026-08-07

VOT VANGUARD INDEX FDS33 sharesnew addition2026-06-302026-08-07

HUM HUMANA INC25 sharesnew addition2026-06-302026-08-07

APD AIR PRODUCTS AND CHEMICALS I34 sharesnew addition2026-06-302026-08-07

Sponsored

TROW PRICE T ROWE GROUP INC87 shares-99.56%2026-06-302026-08-07

BOND PIMCO ETF TR107 shares-99.29%2026-06-302026-08-07

CWST CASELLA WASTE SYS INC100 sharesnew addition2026-06-302026-08-07

LOW LOWES COS INC43 sharesnew addition2026-06-302026-08-07

JAAA JANUS DETROIT STR TR187 shares-99.36%2026-06-302026-08-07

CRDT SIMPLIFY EXCHANGE TRADED FUN396 sharesnew addition2026-06-302026-08-07

BRO BROWN & BROWN INC143 sharesnew addition2026-06-302026-08-07

KLAC KLA CORP30 sharesnew addition2026-06-302026-08-07

Sponsored

F FORD MTR CO654 shares-99.51%2026-06-302026-08-07

VGLT VANGUARD SCOTTSDALE FDS163 sharesnew addition2026-06-302026-08-07

HLT HILTON WORLDWIDE HLDGS INC27 sharesnew addition2026-06-302026-08-07

FMAT FIDELITY COVINGTON TRUST146 shares-98.99%2026-06-302026-08-07

CMG CHIPOTLE MEXICAN GRILL INC247 sharesnew addition2026-06-302026-08-07

WDC WESTERN DIGITAL CORP13 sharesnew addition2026-06-302026-08-07

USEP INNOVATOR ETFS TRUST200 sharesnew addition2026-06-302026-08-07

BWA BORGWARNER INC122 sharesnew addition2026-06-302026-08-07

Sponsored

FUTY FIDELITY COVINGTON TRUST138 shares-97.98%2026-06-302026-08-07

ROST ROSS STORES INC37 sharesnew addition2026-06-302026-08-07

COP CONOCOPHILLIPS75 sharesnew addition2026-06-302026-08-07

FPE FIRST TR EXCH TRADED FD III432 sharesnew addition2026-06-302026-08-07

CMS CMS ENERGY CORP101 shares-99.35%2026-06-302026-08-07

FEMB FIRST TR EXCH TRADED FD III264 sharesnew addition2026-06-302026-08-07

PRFD PIMCO ETF TR147 sharesnew addition2026-06-302026-08-07

FTSL FIRST TR EXCHANGE-TRADED FD167 sharesnew addition2026-06-302026-08-07

Sponsored

LONZ PIMCO ETF TR149 sharesnew addition2026-06-302026-08-07

IEX IDEX CORP32 sharesnew addition2026-06-302026-08-07

AVIG AMERICAN CENTY ETF TR175 shares-99.72%2026-06-302026-08-07

DFAR DIMENSIONAL ETF TRUST275 sharesnew addition2026-06-302026-08-07

AVEM AMERICAN CENTY ETF TR75 sharesnew addition2026-06-302026-08-07

SOLV SOLVENTUM CORP91 sharesnew addition2026-06-302026-08-07

DFIV DIMENSIONAL ETF TRUST129 sharesnew addition2026-06-302026-08-07

VEEV VEEVA SYS INC39 sharesnew addition2026-06-302026-08-07

Sponsored

O REALTY INCOME CORP112 sharesnew addition2026-06-302026-08-07

AFL AFLAC INC59 sharesnew addition2026-06-302026-08-07

JANZ ELEVATION SERIES TRUST165 sharesnew addition2026-06-302026-08-07

HWM HOWMET AEROSPACE INC25 sharesnew addition2026-06-302026-08-07

DECZ ELEVATION SERIES TRUST153 sharesnew addition2026-06-302026-08-07

JBHT HUNT J B TRANS SVCS INC23 sharesnew addition2026-06-302026-08-07

QUANTA SVCS INC QUANTA SVCS INC9 sharesnew addition2026-06-302026-08-07

GDEC FIRST TR EXCHNG TRADED FD VI159 sharesnew addition2026-06-302026-08-07

Sponsored

DFAE DIMENSIONAL ETF TRUST157 sharesnew addition2026-06-302026-08-07

IQV IQVIA HLDGS INC31 sharesnew addition2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY INC20 sharesnew addition2026-06-302026-08-07

WEN WENDYS CO710 sharesnew addition2026-06-302026-08-07

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC42 sharesnew addition2026-06-302026-08-07

MSCI MSCI INC10 sharesnew addition2026-06-302026-08-07

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC132 sharesnew addition2026-06-302026-08-07

KKR KKR & CO INC63 sharesnew addition2026-06-302026-08-07

Sponsored

FHLC FIDELITY COVINGTON TRUST75 shares-98.54%2026-06-302026-08-07

UBS UBS GROUP AG116 sharesnew addition2026-06-302026-08-07

USB US BANCORP92 shares-99.71%2026-06-302026-08-07

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A12 sharesnew addition2026-06-302026-08-07

GSK PLC GSK PLC104 sharesnew addition2026-06-302026-08-07

GL GLOBE LIFE INC30 sharesnew addition2026-06-302026-08-07

VGSH VANGUARD SCOTTSDALE FDS92 sharesnew addition2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC7 sharesnew addition2026-06-302026-08-07

Sponsored

NKE NIKE INC130 sharesnew addition2026-06-302026-08-07

ECL ECOLAB INC19 sharesnew addition2026-06-302026-08-07

MUFG MITSUBISHI UFJ FINANCIAL GRO266 sharesnew addition2026-06-302026-08-07

IWO ISHARES TR13 sharesnew addition2026-06-302026-08-07

NB NIOCORP DEVS LTD1.1K sharesnew addition2026-06-302026-08-07

MO ALTRIA GROUP INC71 shares-99.65%2026-06-302026-08-07

SAP SAP SE32 sharesnew addition2026-06-302026-08-07

EDIV SPDR INDEX SHS FDS121 sharesnew addition2026-06-302026-08-07

Sponsored

UL UNILEVER PLC82 sharesnew addition2026-06-302026-08-07

YUM YUM BRANDS INC31 sharesnew addition2026-06-302026-08-07

TPR TAPESTRY INC34 sharesnew addition2026-06-302026-08-07

PNW PINNACLE WEST CAP CORP45 shares-99.57%2026-06-302026-08-07

DAL DELTA AIR LINES INC51 sharesnew addition2026-06-302026-08-07

EVR EVERCORE INC14 sharesnew addition2026-06-302026-08-07

CSGP COSTAR GROUP INC163 sharesnew addition2026-06-302026-08-07

GOVT ISHARES TR202 shares-99.78%2026-06-302026-08-07

Sponsored

PSK SPDR SERIES TRUST150 sharesnew addition2026-06-302026-08-07

ASTRAZENECA PLC ASTRAZENECA PLC24 sharesnew addition2026-06-302026-08-07

MEDTRONIC PLC MEDTRONIC PLC58 sharesnew addition2026-06-302026-08-07

FREEPORT MCMORAN INC FREEPORT MCMORAN INC72 sharesnew addition2026-06-302026-08-07

CNQ CANADIAN NAT RES LTD MED TER112 sharesnew addition2026-06-302026-08-07

DFEV DIMENSIONAL ETF TRUST103 sharesnew addition2026-06-302026-08-07

IVW ISHARES TR32 sharesnew addition2026-06-302026-08-07

SE SEA LTD46 sharesnew addition2026-06-302026-08-07

Sponsored

WTS WATTS WATER TECHNOLOGIES INC11 sharesnew addition2026-06-302026-08-07

HIGH SIMPLIFY EXCHANGE TRADED FUN200 sharesnew addition2026-06-302026-08-07

CCL CARNIVAL CORP LTD151 sharesnew addition2026-06-302026-08-07

SKOR FLEXSHARES TR86 shares-99.79%2026-06-302026-08-07

SPBO SPDR SERIES TRUST143 shares-99.81%2026-06-302026-08-07

BNTX BIONTECH SE45 sharesnew addition2026-06-302026-08-07

MAS MASCO CORP50 sharesnew addition2026-06-302026-08-07

DISV DIMENSIONAL ETF TRUST101 sharesnew addition2026-06-302026-08-07

Sponsored

CR CRANE COMPANY18 sharesnew addition2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP44 sharesnew addition2026-06-302026-08-07

JHX JAMES HARDIE INDS PLC155 sharesnew addition2026-06-302026-08-07

IGSB ISHARES TR77 sharesnew addition2026-06-302026-08-07

CFG CITIZENS FINL GROUP INC57 shares-99.79%2026-06-302026-08-07

RL RALPH LAUREN CORP10 sharesnew addition2026-06-302026-08-07

DFIS DIMENSIONAL ETF TRUST114 sharesnew addition2026-06-302026-08-07

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW74 sharesnew addition2026-06-302026-08-07

Sponsored

FIX COMFORT SYS USA INC2 sharesnew addition2026-06-302026-08-07

WAB WABTEC15 sharesnew addition2026-06-302026-08-07

FDIS FIDELITY COVINGTON TRUST38 shares-99.05%2026-06-302026-08-07

SONY SONY GROUP CORP196 sharesnew addition2026-06-302026-08-07

PH PARKER-HANNIFIN CORP4 sharesnew addition2026-06-302026-08-07

HSY HERSHEY CO22 sharesnew addition2026-06-302026-08-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4 shares-99.88%2026-06-302026-08-07

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC29 sharesnew addition2026-06-302026-08-07

Sponsored

FREL FIDELITY COVINGTON TRUST130 sharesnew addition2026-06-302026-08-07

EXPD EXPEDITORS INTL WASH INC23 sharesnew addition2026-06-302026-08-07

PRU PRUDENTIAL FINL INC35 shares-99.76%2026-06-302026-08-07

PIM PUTNAM MASTER INTER INCOME T1.2K sharesnew addition2026-06-302026-08-07

BHP BHP BILLITON LIMITED45 sharesnew addition2026-06-302026-08-07

ILTB ISHARES TR76 shares-99.80%2026-06-302026-08-07

R RYDER SYS INC14 sharesnew addition2026-06-302026-08-07

BPRE BLUEROCK PVT REAL ESTATE FD287 sharesnew addition2026-06-302026-08-07

Sponsored

CMI CUMMINS INC5 sharesnew addition2026-06-302026-08-07

SNA SNAP ON INC9 sharesnew addition2026-06-302026-08-07

ATO ATMOS ENERGY CORP21 sharesnew addition2026-06-302026-08-07

CBRE CBRE GROUP INC27 sharesnew addition2026-06-302026-08-07

FTGS

FIRST TR EXCHANGE-TRADED FD

New

Shares1.0M

Event2026-06-30

Filed2026-08-07

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares247.5K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-46.96%

Shares29.5K

Event2026-06-30

Filed2026-08-07

UDEC

INNOVATOR ETFS TRUST

New

Shares180.4K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

-57.46%

Shares35.2K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-31.00%

Shares23.3K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

101.59%

Shares13.3K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-55.88%

Shares13.1K

Event2026-06-30

Filed2026-08-07

SPACE EXPLORATION TECHN CORP

New

Shares28.5K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

47.29%

Shares11.2K

Event2026-06-30

Filed2026-08-07

MISL

FIRST TR EXCHANGE-TRADED FD

New

Shares101.9K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-6.94%

Shares37.2K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

69.94%

Shares12.4K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

92.60%

Shares37.8K

Event2026-06-30

Filed2026-08-07

BOEING CO

New

Shares18.5K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

50.18%

Shares4.3K

Event2026-06-30

Filed2026-08-07

GRMN

GARMIN LTD

New

Shares16.5K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

210.64%

Shares14.2K

Event2026-06-30

Filed2026-08-07

MAYW

AIM ETF PRODUCTS TRUST

New

Shares106.0K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

83.32%

Shares50.1K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

1255.15%

Shares23.2K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

New

Shares7.7K

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

New

Shares36.5K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

New

Shares4.3K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

455.17%

Shares4.6K

Event2026-06-30

Filed2026-08-07

ONEZ

ELEVATION SERIES TRUST

New

Shares100.2K

Event2026-06-30

Filed2026-08-07

SIXD

AIM ETF PRODUCTS TRUST

New

Shares87.3K

Event2026-06-30

Filed2026-08-07

JUNW

AIM ETF PRODUCTS TRUST

New

Shares67.4K

Event2026-06-30

Filed2026-08-07

SMMD

ISHARES TR

New

Shares24.6K

Event2026-06-30

Filed2026-08-07

EMLP

FIRST TR EXCHANGE-TRADED FD

New

Shares49.3K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

New

Shares24.3K

Event2026-06-30

Filed2026-08-07

EIPX

FIRST TR EXCHANGE-TRADED FD

New

Shares64.0K

Event2026-06-30

Filed2026-08-07

FDL

FIRST TR EXCHANGE-TRADED FD

New

Shares38.8K

Event2026-06-30

Filed2026-08-07

CRPT

FIRST TR EXCHNG TRADED FD VI

New

Shares161.3K

Event2026-06-30

Filed2026-08-07

BILZ

PIMCO ETF TR

278.71%

Shares16.4K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

New

Shares4.1K

Event2026-06-30

Filed2026-08-07

FVD

FIRST TR EXCHANGE-TRADED FD

New

Shares29.8K

Event2026-06-30

Filed2026-08-07

GMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares31.7K

Event2026-06-30

Filed2026-08-07

UFEB

INNOVATOR ETFS TRUST

New

Shares34.7K

Event2026-06-30

Filed2026-08-07

MAYT

AIM ETF PRODUCTS TRUST

New

Shares32.8K

Event2026-06-30

Filed2026-08-07

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares15.2K

Event2026-06-30

Filed2026-08-07

DSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares24.9K

Event2026-06-30

Filed2026-08-07

DNOV

FIRST TR EXCHNG TRADED FD VI

New

Shares22.4K

Event2026-06-30

Filed2026-08-07

TUA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares49.4K

Event2026-06-30

Filed2026-08-07

JANW

AIM ETF PRODUCTS TRUST

New

Shares25.4K

Event2026-06-30

Filed2026-08-07

BUFD

FIRST TR EXCHNG TRADED FD VI

New

Shares32.9K

Event2026-06-30

Filed2026-08-07

BUFZ

FIRST TR EXCHNG TRADED FD VI

New

Shares33.6K

Event2026-06-30

Filed2026-08-07

SFLR

INNOVATOR ETFS TRUST

New

Shares24.0K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-81.44%

Shares1.5K

Event2026-06-30

Filed2026-08-07

DOCT

FIRST TR EXCHNG TRADED FD VI

New

Shares18.0K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-86.34%

Shares2.2K

Event2026-06-30

Filed2026-08-07

FEBW

AIM ETF PRODUCTS TRUST

New

Shares23.5K

Event2026-06-30

Filed2026-08-07

KNG

FIRST TR EXCHANGE-TRADED FD

New

Shares15.8K

Event2026-06-30

Filed2026-08-07

DECW

AIM ETF PRODUCTS TRUST

New

Shares21.7K

Event2026-06-30

Filed2026-08-07

SEPZ

ELEVATION SERIES TRUST

New

Shares16.8K

Event2026-06-30

Filed2026-08-07

PNOV

INNOVATOR ETFS TRUST

New

Shares16.9K

Event2026-06-30

Filed2026-08-07

COR

CENCORA INC

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

New

Shares8.3K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-78.79%

Shares2.7K

Event2026-06-30

Filed2026-08-07

PAYM

ELEVATION SERIES TRUST

New

Shares25.9K

Event2026-06-30

Filed2026-08-07

S&P GLOBAL INC

-73.78%

Shares1.5K

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

New

Shares285

Event2026-06-30

Filed2026-08-07

AGEM

ABRDN FDS

New

Shares11.4K

Event2026-06-30

Filed2026-08-07

IDEV

ISHARES TR

New

Shares6.3K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

66.08%

Shares2.4K

Event2026-06-30

Filed2026-08-07

IWY

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

IDEXX LABS INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

CEG

CONSTELLATION ENERGY CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

BALT

INNOVATOR ETFS TRUST

New

Shares14.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

92.41%

Shares1.6K

Event2026-06-30

Filed2026-08-07

RDVI

FIRST TR EXCHANGE-TRADED FD

New

Shares14.9K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

New

Shares827

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

751.21%

Shares3.5K

Event2026-06-30

Filed2026-08-07

GOCT

FIRST TR EXCHNG TRADED FD VI

New

Shares9.9K

Event2026-06-30

Filed2026-08-07

ZAPR

INNOVATOR ETFS TRUST

New

Shares15.3K

Event2026-06-30

Filed2026-08-07

SHOP

SHOPIFY INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-07

BUFQ

FIRST TR EXCHNG TRADED FD VI

New

Shares9.8K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

New

Shares881

Event2026-06-30

Filed2026-08-07

SNPS

SYNOPSYS INC

New

Shares839

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

New

Shares481

Event2026-06-30

Filed2026-08-07

IWX

ISHARES TR

New

Shares3.3K

Event2026-06-30

Filed2026-08-07

SDVY

FIRST TR EXCHANGE TRADED FD

New

Shares7.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

346.72%

Shares4.1K

Event2026-06-30

Filed2026-08-07

UJUN

INNOVATOR ETFS TRUST

New

Shares8.4K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

New

Shares876

Event2026-06-30

Filed2026-08-07

SPD

SIMPLIFY EXCHANGE TRADED FUN

New

Shares7.8K

Event2026-06-30

Filed2026-08-07

VONG

VANGUARD SCOTTSDALE FDS

New

Shares2.4K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares638

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-95.79%

Shares853

Event2026-06-30

Filed2026-08-07

BUFT

FIRST TR EXCHNG TRADED FD VI

New

Shares11.8K

Event2026-06-30

Filed2026-08-07

QBER

ELEVATION SERIES TRUST

New

Shares12.7K

Event2026-06-30

Filed2026-08-07

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

BELPOINTE PREP LLC

New

Shares6.3K

Event2026-06-30

Filed2026-08-07

UAUG

INNOVATOR ETFS TRUST

New

Shares6.7K

Event2026-06-30

Filed2026-08-07

GJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares6.1K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

New

Shares715

Event2026-06-30

Filed2026-08-07

FAI

FIRST TR EXCHANGE-TRADED FD

New

Shares4.8K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

New

Shares247

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

New

Shares756

Event2026-06-30

Filed2026-08-07

PDEC

INNOVATOR ETFS TRUST

New

Shares5.4K

Event2026-06-30

Filed2026-08-07

NOBL

PROSHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-08-07

DJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares5.3K

Event2026-06-30

Filed2026-08-07

UJAN

INNOVATOR ETFS TRUST

New

Shares5.3K

Event2026-06-30

Filed2026-08-07

DECT

AIM ETF PRODUCTS TRUST

New

Shares5.8K

Event2026-06-30

Filed2026-08-07

MELI

MERCADOLIBRE INC

New

Shares128

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

-97.28%

Shares187

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP

-89.89%

Shares1.2K

Event2026-06-30

Filed2026-08-07

POCT

INNOVATOR ETFS TRUST

New

Shares4.6K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-95.33%

Shares651

Event2026-06-30

Filed2026-08-07

NTSX

WISDOMTREE TR

New

Shares3.6K

Event2026-06-30

Filed2026-08-07

MAGA

ETF SER SOLUTIONS

New

Shares3.6K

Event2026-06-30

Filed2026-08-07

ZROZ

PIMCO ETF TR

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

DAPR

FIRST TR EXCHNG TRADED FD VI

New

Shares4.8K

Event2026-06-30

Filed2026-08-07

BUCK

SIMPLIFY EXCHANGE TRADED FUN

New

Shares8.2K

Event2026-06-30

Filed2026-08-07

CTAS

CINTAS CORP

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

JUNT

AIM ETF PRODUCTS TRUST

New

Shares5.0K

Event2026-06-30

Filed2026-08-07

IWS

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

PJUN

INNOVATOR ETFS TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-08-07

EFV

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-08-07

SCHA

SCHWAB STRATEGIC TR

New

Shares5.2K

Event2026-06-30

Filed2026-08-07

LTPZ

PIMCO ETF TR

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

VST

VISTRA CORP

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

GJUN

FIRST TR EXCHNG TRADED FD VI

New

Shares4.4K

Event2026-06-30

Filed2026-08-07

FTGC

FIRST TR EXCHANGE TRAD FD VI

New

Shares6.7K

Event2026-06-30

Filed2026-08-07

SERVICENOW INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-07

CTA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares6.6K

Event2026-06-30

Filed2026-08-07

SPYC

SIMPLIFY EXCHANGE TRADED FUN

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

SPLS

PIMCO ETF TR

New

Shares3.1K

Event2026-06-30

Filed2026-08-07

EFG

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-95.67%

Shares333

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-83.48%

Shares1.4K

Event2026-06-30

Filed2026-08-07

UMAY

INNOVATOR ETFS TRUST

New

Shares4.4K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-93.83%

Shares657

Event2026-06-30

Filed2026-08-07

PAYH

ELEVATION SERIES TRUST

New

Shares6.6K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

-87.66%

Shares985

Event2026-06-30

Filed2026-08-07

ONEH

ELEVATION SERIES TRUST

New

Shares6.5K

Event2026-06-30

Filed2026-08-07

FEBT

AIM ETF PRODUCTS TRUST

New

Shares3.8K

Event2026-06-30

Filed2026-08-07

WDAY

WORKDAY INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

-93.04%

Shares779

Event2026-06-30

Filed2026-08-07

FIXD

FIRST TR EXCHNG TRADED FD VI

New

Shares3.4K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

New

Shares4.3K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-95.51%

Shares281

Event2026-06-30

Filed2026-08-07

UMAR

INNOVATOR ETFS TRUST

New

Shares3.4K

Event2026-06-30

Filed2026-08-07

FOXY

SIMPLIFY EXCHANGE TRADED FUN

New

Shares4.8K

Event2026-06-30

Filed2026-08-07

SBAR

SIMPLIFY EXCHANGE TRADED FUN

New

Shares5.6K

Event2026-06-30

Filed2026-08-07

PJAN

INNOVATOR ETFS TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

AGGH

SIMPLIFY EXCHANGE TRADED FUN

New

Shares6.8K

Event2026-06-30

Filed2026-08-07

CVS

CVS HEALTH CORP

-93.12%

Shares1.3K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-90.96%

Shares180

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

New

Shares693

Event2026-06-30

Filed2026-08-07

WPM

WHEATON PRECIOUS METALS CORP

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD INDEX FDS

New

Shares355

Event2026-06-30

Filed2026-08-07

VMC

VULCAN MATLS CO

New

Shares433

Event2026-06-30

Filed2026-08-07

VFH

VANGUARD WORLD FD

New

Shares941

Event2026-06-30

Filed2026-08-07

ENERGY TRANSFER L P

New

Shares6.4K

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD WORLD FD

New

Shares406

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

New

Shares103

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

New

Shares454

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares230

Event2026-06-30

Filed2026-08-07

AGGY

WISDOMTREE TR

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

DGRW

WISDOMTREE TR

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-75.37%

Shares739

Event2026-06-30

Filed2026-08-07

ABNB

AIRBNB INC

New

Shares755

Event2026-06-30

Filed2026-08-07

DDWM

WISDOMTREE TR

New

Shares2.3K

Event2026-06-30

Filed2026-08-07

XSOE

WISDOMTREE TR

New

Shares2.1K

Event2026-06-30

Filed2026-08-07

VANGUARD SCOTTSDALE FDS

New

Shares839

Event2026-06-30

Filed2026-08-07

OCTM

FIRST TR EXCHNG TRADED FD VI

New

Shares3.0K

Event2026-06-30

Filed2026-08-07

AFLG

FIRST TR EXCHNG TRADED FD VI

New

Shares2.3K

Event2026-06-30

Filed2026-08-07

SVOL

SIMPLIFY EXCHANGE TRADED FUN

New

Shares6.2K

Event2026-06-30

Filed2026-08-07

TRGP

TARGA RES CORP

New

Shares367

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

New

Shares622

Event2026-06-30

Filed2026-08-07

EXC

EXELON CORP

-91.94%

Shares1.9K

Event2026-06-30

Filed2026-08-07

SCEP

STERLING CAP FDS

New

Shares3.6K

Event2026-06-30

Filed2026-08-07

PYLD

PIMCO ETF TR

-94.37%

Shares3.4K

Event2026-06-30

Filed2026-08-07

PHM

PULTE GROUP INC

New

Shares652

Event2026-06-30

Filed2026-08-07

DEERE & CO

New

Shares141

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-90.92%

Shares121

Event2026-06-30

Filed2026-08-07

NVTS

NAVITAS SEMICONDUCTOR CORP

New

Shares4.9K

Event2026-06-30

Filed2026-08-07

POWL

POWELL INDS INC

New

Shares301

Event2026-06-30

Filed2026-08-07

TDIV

FIRST TR EXCHANGE TRADED FD

New

Shares748

Event2026-06-30

Filed2026-08-07

PAPR

INNOVATOR ETFS TRUST

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB STRATEGIC TR

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

EIPI

FIRST TR EXCHNG TRADED FD VI

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

New

Shares849

Event2026-06-30

Filed2026-08-07

SCEC

CAPITOL SER TR

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

DJUN

FIRST TR EXCHNG TRADED FD VI

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

-96.98%

Shares382

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

-94.26%

Shares282

Event2026-06-30

Filed2026-08-07

HCA

HCA HEALTHCARE INC

New

Shares202

Event2026-06-30

Filed2026-08-07

FTA

FIRST TR EXCHANGE-TRADED ALP

New

Shares793

Event2026-06-30

Filed2026-08-07

ZFEB

INNOVATOR ETFS TRUST

New

Shares2.9K

Event2026-06-30

Filed2026-08-07

AT&T INC

-92.34%

Shares3.7K

Event2026-06-30

Filed2026-08-07

SCMC

STERLING CAP FDS

New

Shares3.0K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

-98.46%

Shares128

Event2026-06-30

Filed2026-08-07

DON

WISDOMTREE TR

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

ENB

ENBRIDGE INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

GDE

WISDOMTREE TR

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

DLN

WISDOMTREE TR

New

Shares739

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-98.04%

Shares70

Event2026-06-30

Filed2026-08-07

DTE

DTE ENERGY CO

-93.24%

Shares460

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

-98.25%

Shares58

Event2026-06-30

Filed2026-08-07

BP PLC

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

QTEC

FIRST TR EXCHANGE-TRADED FD

New

Shares202

Event2026-06-30

Filed2026-08-07

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares466

Event2026-06-30

Filed2026-08-07

FDT

FIRST TR EXCH TRD ALPHDX FD

New

Shares683

Event2026-06-30

Filed2026-08-07

VISA INC

-97.98%

Shares188

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

New

Shares439

Event2026-06-30

Filed2026-08-07

BUSE

FIRST BUSEY CORP

New

Shares2.2K

Event2026-06-30

Filed2026-08-07

IQDG

WISDOMTREE TR

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

ZBIO

ZENAS BIOPHARMA INC

New

Shares2.5K

Event2026-06-30

Filed2026-08-07

FEM

FIRST TR EXCH TRD ALPHDX FD

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

WTMF

WISDOMTREE TR

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

-83.06%

Shares692

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

-98.93%

Shares130

Event2026-06-30

Filed2026-08-07

PMAY

INNOVATOR ETFS TRUST

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

FDIF

FIDELITY COVINGTON TRUST

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

-98.43%

Shares386

Event2026-06-30

Filed2026-08-07

DAUG

FIRST TR EXCHNG TRADED FD VI

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

MINT

PIMCO ETF TR

-95.09%

Shares504

Event2026-06-30

Filed2026-08-07

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares540

Event2026-06-30

Filed2026-08-07

FNDX

SCHWAB STRATEGIC TR

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

EES

WISDOMTREE TR

New

Shares745

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-98.06%

Shares878

Event2026-06-30

Filed2026-08-07

COCA COLA CO

New

Shares587

Event2026-06-30

Filed2026-08-07

GAEM

SIMPLIFY EXCHANGE TRADED FUN

New

Shares1.8K

Event2026-06-30

Filed2026-08-07

DLS

WISDOMTREE TR

New

Shares560

Event2026-06-30

Filed2026-08-07

DIA

STATE STR SPDR DOW JONES IND

New

Shares90

Event2026-06-30

Filed2026-08-07

LGOV

FIRST TR EXCHANGE-TRADED FD

New

Shares2.2K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

New

Shares249

Event2026-06-30

Filed2026-08-07

ZMAY

INNOVATOR ETFS TRUST

New

Shares1.8K

Event2026-06-30

Filed2026-08-07

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares166

Event2026-06-30

Filed2026-08-07

BDX

BECTON DICKINSON & CO

New

Shares296

Event2026-06-30

Filed2026-08-07

AEE

AMEREN CORP

New

Shares391

Event2026-06-30

Filed2026-08-07

FDN

FIRST TR EXCHANGE-TRADED FD

New

Shares166

Event2026-06-30

Filed2026-08-07

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares113

Event2026-06-30

Filed2026-08-07

QHY

WISDOMTREE TR

New

Shares915

Event2026-06-30

Filed2026-08-07

FEP

FIRST TR EXCH TRD ALPHDX FD

New

Shares732

Event2026-06-30

Filed2026-08-07

SIXO

AIM ETF PRODUCTS TRUST

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

FBCG

FIDELITY COVINGTON TRUST

New

Shares663

Event2026-06-30

Filed2026-08-07

OCTW

AIM ETF PRODUCTS TRUST

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

CRH

CRH PLC

New

Shares385

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

New

Shares305

Event2026-06-30

Filed2026-08-07

FIIG

FIRST TR EXCHANGE-TRADED FD

New

Shares1.8K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

-98.61%

Shares783

Event2026-06-30

Filed2026-08-07

FJP

FIRST TR EXCH TRD ALPHDX FD

New

Shares476

Event2026-06-30

Filed2026-08-07

ISHARES TR

-99.49%

Shares368

Event2026-06-30

Filed2026-08-07

KROGER CO

New

Shares633

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

New

Shares289

Event2026-06-30

Filed2026-08-07

TYA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

-97.75%

Shares64

Event2026-06-30

Filed2026-08-07

AUB

ATLANTIC UN BANKSHARES CORP

New

Shares771

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

New

Shares92

Event2026-06-30

Filed2026-08-07

FSK

FS KKR CAP CORP

New

Shares3.0K

Event2026-06-30

Filed2026-08-07

BANK OF NY MELLON CORP

-98.77%

Shares221

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

-96.01%

Shares359

Event2026-06-30

Filed2026-08-07

FSSL

FS SPECIALTY LENDING FD

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

New

Shares92

Event2026-06-30

Filed2026-08-07

MSIF

MSC INCOME FUND INC

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

HEI.A

HEICO CORP NEW

New

Shares116

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

New

Shares99

Event2026-06-30

Filed2026-08-07

FNDF

SCHWAB STRATEGIC TR

New

Shares556

Event2026-06-30

Filed2026-08-07

DTM

DT MIDSTREAM INC

New

Shares196

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

New

Shares82

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

-99.21%

Shares156

Event2026-06-30

Filed2026-08-07

ZJUN

INNOVATOR ETFS TRUST

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

PRFZ

INVESCO EXCHANGE TRADED FD T

New

Shares500

Event2026-06-30

Filed2026-08-07

SPMB

SPDR SERIES TRUST

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

TLT

ISHARES TR

New

Shares319

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

New

Shares357

Event2026-06-30

Filed2026-08-07

HOOD

ROBINHOOD MKTS INC

New

Shares272

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-98.28%

Shares644

Event2026-06-30

Filed2026-08-07

SRE

SEMPRA

-98.04%

Shares293

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HOLDINGS INC

New

Shares152

Event2026-06-30

Filed2026-08-07

DOV

DOVER CORP

-98.99%

Shares118

Event2026-06-30

Filed2026-08-07

CARR

CARRIER GLOBAL CORPORATION

New

Shares356

Event2026-06-30

Filed2026-08-07

LEN

LENNAR CORP

-98.89%

Shares288

Event2026-06-30

Filed2026-08-07

SILA

SILA REALTY TRUST INC

New

Shares851

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

-94.15%

Shares178

Event2026-06-30

Filed2026-08-07

IHAK

ISHARES TR

New

Shares420

Event2026-06-30

Filed2026-08-07

HYS

PIMCO ETF TR

New

Shares268

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

-97.77%

Shares158

Event2026-06-30

Filed2026-08-07

PGR

PROGRESSIVE CORP

New

Shares113

Event2026-06-30

Filed2026-08-07

PAYX

PAYCHEX INC

New

Shares248

Event2026-06-30

Filed2026-08-07

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares49

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

New

Shares79

Event2026-06-30

Filed2026-08-07

FSIG

FIRST TR EXCHANGE-TRADED FD

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

SEPW

AIM ETF PRODUCTS TRUST

New

Shares703

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

New

Shares47

Event2026-06-30

Filed2026-08-07

FDCF

FIDELITY COVINGTON TRUST

New

Shares463

Event2026-06-30

Filed2026-08-07

CHD

CHURCH & DWIGHT CO INC

-99.00%

Shares237

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

New

Shares317

Event2026-06-30

Filed2026-08-07

FBRT

FRANKLIN BSP RLTY TR INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

SCSB

STERLING CAP FDS

New

Shares913

Event2026-06-30

Filed2026-08-07

FIRST TR EXCHNG TRADED FD VI

New

Shares749

Event2026-06-30

Filed2026-08-07

SPDW

SPDR INDEX SHS FDS

New

Shares441

Event2026-06-30

Filed2026-08-07

LMBS

FIRST TR EXCHANGE-TRADED FD

New

Shares447

Event2026-06-30

Filed2026-08-07

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares57

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares98

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

-94.35%

Shares52

Event2026-06-30

Filed2026-08-07

JULW

AIM ETF PRODUCTS TRUST

New

Shares497

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

-91.26%

Shares245

Event2026-06-30

Filed2026-08-07

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares959

Event2026-06-30

Filed2026-08-07

FBOT

FIDELITY COVINGTON TRUST

New

Shares502

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

-99.37%

Shares140

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

New

Shares139

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-98.97%

Shares776

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares314

Event2026-06-30

Filed2026-08-07

ICE

INTERCONTINENTAL EXCHANGE IN

-98.47%

Shares150

Event2026-06-30

Filed2026-08-07

FTXO

FIRST TR EXCHANGE TRADED FD

New

Shares440

Event2026-06-30

Filed2026-08-07

CPB

THE CAMPBELLS COMPANY

-98.92%

Shares805

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

New

Shares136

Event2026-06-30

Filed2026-08-07

BMO

BANK MONTREAL MEDIUM

New

Shares101

Event2026-06-30

Filed2026-08-07

ETR

ENTERGY CORP NEW

-98.99%

Shares154

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

New

Shares172

Event2026-06-30

Filed2026-08-07

FXR

FIRST TR EXCHANGE-TRADED FD

New

Shares191

Event2026-06-30

Filed2026-08-07

WORLD GOLD TR

New

Shares218

Event2026-06-30

Filed2026-08-07

SNOWFLAKE INC

New

Shares67

Event2026-06-30

Filed2026-08-07

FXH

FIRST TR EXCHANGE-TRADED FD

New

Shares139

Event2026-06-30

Filed2026-08-07

IUSB

ISHARES TR

New

Shares363

Event2026-06-30

Filed2026-08-07

HYLS

FIRST TR EXCHANGE-TRADED FD

New

Shares411

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

New

Shares131

Event2026-06-30

Filed2026-08-07

SPIB

SPDR SERIES TRUST

New

Shares485

Event2026-06-30

Filed2026-08-07

FDFF

FIDELITY COVINGTON TRUST

New

Shares490

Event2026-06-30

Filed2026-08-07

DECU

AIM ETF PRODUCTS TRUST

New

Shares552

Event2026-06-30

Filed2026-08-07

GLTR

ABRDN PRECIOUS METALS BASKET

New

Shares89

Event2026-06-30

Filed2026-08-07

MMC

MARSH & MCLENNAN COS INC

-98.92%

Shares95

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares70

Event2026-06-30

Filed2026-08-07

DUHP

DIMENSIONAL ETF TRUST

New

Shares376

Event2026-06-30

Filed2026-08-07

GENERAL MTRS CO

New

Shares201

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares70

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

New

Shares44

Event2026-06-30

Filed2026-08-07

MCO

MOODYS CORP

-98.82%

Shares33

Event2026-06-30

Filed2026-08-07

WAT

WATERS CORP

New

Shares39

Event2026-06-30

Filed2026-08-07

CARY

ANGEL OAK FUNDS TRUST

New

Shares702

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

New

Shares61

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

New

Shares150

Event2026-06-30

Filed2026-08-07

PRF

INVESCO EXCHANGE TRADED FD T

New

Shares259

Event2026-06-30

Filed2026-08-07

XEL

XCEL ENERGY INC

-98.86%

Shares174

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

New

Shares154

Event2026-06-30

Filed2026-08-07

MDYG

SPDR SERIES TRUST

-97.33%

Shares123

Event2026-06-30

Filed2026-08-07

MRNA

MODERNA INC

New

Shares197

Event2026-06-30

Filed2026-08-07

NVS

NOVARTIS AG

New

Shares87

Event2026-06-30

Filed2026-08-07

IRM

IRON MTN INC DEL

New

Shares107

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

New

Shares40

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

New

Shares48

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

New

Shares35

Event2026-06-30

Filed2026-08-07

BSX

BOSTON SCIENTIFIC CORP

-98.02%

Shares299

Event2026-06-30

Filed2026-08-07

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares51

Event2026-06-30

Filed2026-08-07

WDIV

SPDR INDEX SHS FDS

New

Shares159

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

New

Shares220

Event2026-06-30

Filed2026-08-07

FGD

FIRST TR EXCHANGE-TRADED FD

New

Shares393

Event2026-06-30

Filed2026-08-07

CEFZ

ELEVATION SERIES TRUST

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

HAS

HASBRO INC

New

Shares151

Event2026-06-30

Filed2026-08-07

RSG

REPUBLIC SVCS INC

-99.00%

Shares58

Event2026-06-30

Filed2026-08-07

FIDU

FIDELITY COVINGTON TRUST

-98.98%

Shares124

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares241

Event2026-06-30

Filed2026-08-07

MNST

MONSTER BEVERAGE CORP NEW

-96.37%

Shares126

Event2026-06-30

Filed2026-08-07

ACCENTURE PLC IRELAND

-98.97%

Shares97

Event2026-06-30

Filed2026-08-07

SCZ

ISHARES TR

New

Shares147

Event2026-06-30

Filed2026-08-07

DBMF

LITMAN GREGORY FDS TR

New

Shares391

Event2026-06-30

Filed2026-08-07

MDYV

SPDR SERIES TRUST

-97.03%

Shares125

Event2026-06-30

Filed2026-08-07

GGG

GRACO INC

New

Shares156

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

New

Shares467

Event2026-06-30

Filed2026-08-07

QSR

RESTAURANT BRANDS INTL INC

New

Shares158

Event2026-06-30

Filed2026-08-07

AIOO

AIM ETF PRODUCTS TRUST

New

Shares432

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

New

Shares35

Event2026-06-30

Filed2026-08-07

SMA

SMARTSTOP SELF STORAG REIT I

New

Shares336

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

New

Shares54

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

New

Shares50

Event2026-06-30

Filed2026-08-07

IAGG

ISHARES TR

New

Shares213

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

New

Shares27

Event2026-06-30

Filed2026-08-07

OKTA

OKTA INC

New

Shares78

Event2026-06-30

Filed2026-08-07

NDSN

NORDSON CORP

New

Shares35

Event2026-06-30

Filed2026-08-07

EQR

EQUITY RESIDENTIAL

New

Shares155

Event2026-06-30

Filed2026-08-07

GSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares256

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

New

Shares121

Event2026-06-30

Filed2026-08-07

NGG

NATIONAL GRID PLC

New

Shares126

Event2026-06-30

Filed2026-08-07

OTIS

OTIS WORLDWIDE CORP

New

Shares146

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

-99.38%

Shares150

Event2026-06-30

Filed2026-08-07

VOT

VANGUARD INDEX FDS

New

Shares33

Event2026-06-30

Filed2026-08-07

HUM

HUMANA INC

New

Shares25

Event2026-06-30

Filed2026-08-07

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares34

Event2026-06-30

Filed2026-08-07

TROW

PRICE T ROWE GROUP INC

-99.56%

Shares87

Event2026-06-30

Filed2026-08-07

BOND

PIMCO ETF TR

-99.29%

Shares107

Event2026-06-30

Filed2026-08-07

CWST

CASELLA WASTE SYS INC

New

Shares100

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

New

Shares43

Event2026-06-30

Filed2026-08-07

JAAA

JANUS DETROIT STR TR

-99.36%

Shares187

Event2026-06-30

Filed2026-08-07

CRDT

SIMPLIFY EXCHANGE TRADED FUN

New

Shares396

Event2026-06-30

Filed2026-08-07

BRO

BROWN & BROWN INC

New

Shares143

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

New

Shares30

Event2026-06-30

Filed2026-08-07

FORD MTR CO

-99.51%

Shares654

Event2026-06-30

Filed2026-08-07

VGLT

VANGUARD SCOTTSDALE FDS

New

Shares163

Event2026-06-30

Filed2026-08-07

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares27

Event2026-06-30

Filed2026-08-07

FMAT

FIDELITY COVINGTON TRUST

-98.99%

Shares146

Event2026-06-30

Filed2026-08-07

CMG

CHIPOTLE MEXICAN GRILL INC

New

Shares247

Event2026-06-30

Filed2026-08-07

WDC

WESTERN DIGITAL CORP

New

Shares13

Event2026-06-30

Filed2026-08-07

USEP

INNOVATOR ETFS TRUST

New

Shares200

Event2026-06-30

Filed2026-08-07

BWA

BORGWARNER INC

New

Shares122

Event2026-06-30

Filed2026-08-07

FUTY

FIDELITY COVINGTON TRUST

-97.98%

Shares138

Event2026-06-30

Filed2026-08-07

ROST

ROSS STORES INC

New

Shares37

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

New

Shares75

Event2026-06-30

Filed2026-08-07

FPE

FIRST TR EXCH TRADED FD III

New

Shares432

Event2026-06-30

Filed2026-08-07

CMS

CMS ENERGY CORP

-99.35%

Shares101

Event2026-06-30

Filed2026-08-07

FEMB

FIRST TR EXCH TRADED FD III

New

Shares264

Event2026-06-30

Filed2026-08-07

PRFD

PIMCO ETF TR

New

Shares147

Event2026-06-30

Filed2026-08-07

FTSL

FIRST TR EXCHANGE-TRADED FD

New

Shares167

Event2026-06-30

Filed2026-08-07

LONZ

PIMCO ETF TR

New

Shares149

Event2026-06-30

Filed2026-08-07

IEX

IDEX CORP

New

Shares32

Event2026-06-30

Filed2026-08-07

AVIG

AMERICAN CENTY ETF TR

-99.72%

Shares175

Event2026-06-30

Filed2026-08-07

DFAR

DIMENSIONAL ETF TRUST

New

Shares275

Event2026-06-30

Filed2026-08-07

AVEM

AMERICAN CENTY ETF TR

New

Shares75

Event2026-06-30

Filed2026-08-07

SOLV

SOLVENTUM CORP

New

Shares91

Event2026-06-30

Filed2026-08-07

DFIV

DIMENSIONAL ETF TRUST

New

Shares129

Event2026-06-30

Filed2026-08-07

VEEV

VEEVA SYS INC

New

Shares39

Event2026-06-30

Filed2026-08-07

REALTY INCOME CORP

New

Shares112

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

New

Shares59

Event2026-06-30

Filed2026-08-07

JANZ

ELEVATION SERIES TRUST

New

Shares165

Event2026-06-30

Filed2026-08-07

HWM

HOWMET AEROSPACE INC

New

Shares25

Event2026-06-30

Filed2026-08-07

DECZ

ELEVATION SERIES TRUST

New

Shares153

Event2026-06-30

Filed2026-08-07

JBHT

HUNT J B TRANS SVCS INC

New

Shares23

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

New

Shares9

Event2026-06-30

Filed2026-08-07

GDEC

FIRST TR EXCHNG TRADED FD VI

New

Shares159

Event2026-06-30

Filed2026-08-07

DFAE

DIMENSIONAL ETF TRUST

New

Shares157

Event2026-06-30

Filed2026-08-07

IQV

IQVIA HLDGS INC

New

Shares31

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

New

Shares20

Event2026-06-30

Filed2026-08-07

WEN

WENDYS CO

New

Shares710

Event2026-06-30

Filed2026-08-07

CONSTELLATION BRANDS INC

New

Shares42

Event2026-06-30

Filed2026-08-07

MSCI

MSCI INC

New

Shares10

Event2026-06-30

Filed2026-08-07

CENTERPOINT ENERGY INC

New

Shares132

Event2026-06-30

Filed2026-08-07

KKR

KKR & CO INC

New

Shares63

Event2026-06-30

Filed2026-08-07

FHLC

FIDELITY COVINGTON TRUST

-98.54%

Shares75

Event2026-06-30

Filed2026-08-07

UBS

UBS GROUP AG

New

Shares116

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

-99.71%

Shares92

Event2026-06-30

Filed2026-08-07

SPOTIFY TECHNOLOGY S A

New

Shares12

Event2026-06-30

Filed2026-08-07

GSK PLC

New

Shares104

Event2026-06-30

Filed2026-08-07

GLOBE LIFE INC

New

Shares30

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares92

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

New

Shares7

Event2026-06-30

Filed2026-08-07

NKE

NIKE INC

New

Shares130

Event2026-06-30

Filed2026-08-07

ECL

ECOLAB INC

New

Shares19

Event2026-06-30

Filed2026-08-07

MUFG

MITSUBISHI UFJ FINANCIAL GRO

New

Shares266

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

New

Shares13

Event2026-06-30

Filed2026-08-07

NIOCORP DEVS LTD

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

-99.65%

Shares71

Event2026-06-30

Filed2026-08-07

SAP

SAP SE

New

Shares32

Event2026-06-30

Filed2026-08-07

EDIV

SPDR INDEX SHS FDS

New

Shares121

Event2026-06-30

Filed2026-08-07

UNILEVER PLC

New

Shares82

Event2026-06-30

Filed2026-08-07

YUM

YUM BRANDS INC

New

Shares31

Event2026-06-30

Filed2026-08-07

TPR

TAPESTRY INC

New

Shares34

Event2026-06-30

Filed2026-08-07

PNW

PINNACLE WEST CAP CORP

-99.57%

Shares45

Event2026-06-30

Filed2026-08-07

DAL

DELTA AIR LINES INC

New

Shares51

Event2026-06-30

Filed2026-08-07

EVR

EVERCORE INC

New

Shares14

Event2026-06-30

Filed2026-08-07

CSGP

COSTAR GROUP INC

New

Shares163

Event2026-06-30

Filed2026-08-07

GOVT

ISHARES TR

-99.78%

Shares202

Event2026-06-30

Filed2026-08-07

PSK

SPDR SERIES TRUST

New

Shares150

Event2026-06-30

Filed2026-08-07

ASTRAZENECA PLC

New

Shares24

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

New

Shares58

Event2026-06-30

Filed2026-08-07

FREEPORT MCMORAN INC

New

Shares72

Event2026-06-30

Filed2026-08-07

CNQ

CANADIAN NAT RES LTD MED TER

New

Shares112

Event2026-06-30

Filed2026-08-07

DFEV

DIMENSIONAL ETF TRUST

New

Shares103

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

New

Shares32

Event2026-06-30

Filed2026-08-07

SEA LTD

New

Shares46

Event2026-06-30

Filed2026-08-07

WTS

WATTS WATER TECHNOLOGIES INC

New

Shares11

Event2026-06-30

Filed2026-08-07

HIGH

SIMPLIFY EXCHANGE TRADED FUN

New

Shares200

Event2026-06-30

Filed2026-08-07

CCL

CARNIVAL CORP LTD

New

Shares151

Event2026-06-30

Filed2026-08-07

SKOR

FLEXSHARES TR

-99.79%

Shares86

Event2026-06-30

Filed2026-08-07

SPBO

SPDR SERIES TRUST

-99.81%

Shares143

Event2026-06-30

Filed2026-08-07

BNTX

BIONTECH SE

New

Shares45

Event2026-06-30

Filed2026-08-07

MAS

MASCO CORP

New

Shares50

Event2026-06-30

Filed2026-08-07

DISV

DIMENSIONAL ETF TRUST

New

Shares101

Event2026-06-30

Filed2026-08-07

CRANE COMPANY

New

Shares18

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

New

Shares44

Event2026-06-30

Filed2026-08-07

JHX

JAMES HARDIE INDS PLC

New

Shares155

Event2026-06-30

Filed2026-08-07

IGSB

ISHARES TR

New

Shares77

Event2026-06-30

Filed2026-08-07

CFG

CITIZENS FINL GROUP INC

-99.79%

Shares57

Event2026-06-30

Filed2026-08-07

RALPH LAUREN CORP

New

Shares10

Event2026-06-30

Filed2026-08-07

DFIS

DIMENSIONAL ETF TRUST

New

Shares114

Event2026-06-30

Filed2026-08-07

SUNCOR ENERGY INC NEW

New

Shares74

Event2026-06-30

Filed2026-08-07

FIX

COMFORT SYS USA INC

New

Shares2

Event2026-06-30

Filed2026-08-07

WAB

WABTEC

New

Shares15

Event2026-06-30

Filed2026-08-07

FDIS

FIDELITY COVINGTON TRUST

-99.05%

Shares38

Event2026-06-30

Filed2026-08-07

SONY

SONY GROUP CORP

New

Shares196

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

New

Shares4

Event2026-06-30

Filed2026-08-07

HSY

HERSHEY CO

New

Shares22

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL

-99.88%

Shares4

Event2026-06-30

Filed2026-08-07

AGILENT TECHNOLOGIES INC

New

Shares29

Event2026-06-30

Filed2026-08-07

FREL

FIDELITY COVINGTON TRUST

New

Shares130

Event2026-06-30

Filed2026-08-07

EXPD

EXPEDITORS INTL WASH INC

New

Shares23

Event2026-06-30

Filed2026-08-07

PRU

PRUDENTIAL FINL INC

-99.76%

Shares35

Event2026-06-30

Filed2026-08-07

PIM

PUTNAM MASTER INTER INCOME T

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

BHP

BHP BILLITON LIMITED

New

Shares45

Event2026-06-30

Filed2026-08-07

ILTB

ISHARES TR

-99.80%

Shares76

Event2026-06-30

Filed2026-08-07

RYDER SYS INC

New

Shares14

Event2026-06-30

Filed2026-08-07

BPRE

BLUEROCK PVT REAL ESTATE FD

New

Shares287

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

New

Shares5

Event2026-06-30

Filed2026-08-07

SNA

SNAP ON INC

New

Shares9

Event2026-06-30

Filed2026-08-07

ATO

ATMOS ENERGY CORP

New

Shares21

Event2026-06-30

Filed2026-08-07

CBRE

CBRE GROUP INC

New

Shares27

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available