Sponsored

The Analysis of Tradewinds Capital Management, LLC's Holdings & P&L

Currently, Tradewinds Capital Management, LLC holds 715 types of securities in its portfolio with a total value $562.6M. In the most recent quarter, they have increased their positions in ICLN (+1.9M shares, valued at $38.9M), BBCA (+387.4K shares, valued at $38.5M), XLE (+678.6K shares, valued at $36.0M); decreased their positions in EWP (-670.9K shares, valued at $39.8M), N/A (-411.9K shares, valued at $32.7M), EZA (-352.9K shares, valued at $22.3M); initiated new positions in BBCA (+387.4K shares, valued at $38.5M), FLGB (+786.8K shares, valued at $27.8M), VCRM (+154.0K shares, valued at $11.8M).

1M P&L

+16.8M+3.25%

3M P&L

+18.0M+3.48%

HY P&L

+50.3M+10.41%

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/A491.7M

89.2%

2Software - Infrastructure10.4M

1.9%

3Semiconductors8.2M

1.5%

Top Industries by Stock Count

1N/A233 stocks

37.2%

2Software - Application14 stocks

2.2%

3Software - Infrastructure14 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EWY ISHARES INC243.6K shares-19.87%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR795.5K shares580.17%2026-06-302026-07-24

ICLN ISHARES TR1.9M shares608076.28%2026-06-302026-07-24

BBCA J P MORGAN EXCHANGE TRADED F387.4K sharesnew addition2026-06-302026-07-24

COMT ISHARES U S ETF TR1.2M shares-11.72%2026-06-302026-07-24

SIVR ABRDN SILVER ETF TRUST559.5K shares11.02%2026-06-302026-07-24

FLGB FRANKLIN TEMPLETON ETF TR786.8K sharesnew addition2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR147.9K shares25855.44%2026-06-302026-07-24

Sponsored

GNR SPDR INDEX SHS FDS387.8K shares-25.44%2026-06-302026-07-24

HYMB SPDR SERIES TRUST992.2K shares940.28%2026-06-302026-07-24

ICVT ISHARES TR199.6K shares-4.78%2026-06-302026-07-24

SPEM SPDR INDEX SHS FDS399.0K shares-28.57%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR454.0K shares10.41%2026-06-302026-07-24

VCRM VANGUARD MUN BD FDS154.0K sharesnew addition2026-06-302026-07-24

MBB ISHARES TR122.9K sharesnew addition2026-06-302026-07-24

MSFT MICROSOFT CORP26.7K shares4.41%2026-06-302026-07-24

Sponsored

JPST J P MORGAN EXCHANGE TRADED F165.7K shares7.87%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR247.7K shares10.27%2026-06-302026-07-24

SPMD SPDR SERIES TRUST77.9K shares9.67%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR136.8K shares3.12%2026-06-302026-07-24

AAPL APPLE INC17.0K shares3.37%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC4.2K shares-2.37%2026-06-302026-07-24

SPBO SPDR SERIES TRUST123.2K shares-75.46%2026-06-302026-07-24

AMZN AMAZON COM INC12.9K shares-6.71%2026-06-302026-07-24

Sponsored

SPSB SPDR SERIES TRUST99.8K shares11.91%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON11.3K shares0.00%2026-06-302026-07-24

SCHC SCHWAB STRATEGIC TR58.6K shares11.91%2026-06-302026-07-24

GOOG ALPHABET INC6.8K shares-1.53%2026-06-302026-07-24

BKLN INVESCO EXCH TRADED FD TR II115.7K shares-0.76%2026-06-302026-07-24

NVDA NVIDIA CORPORATION11.7K shares6.80%2026-06-302026-07-24

SPYG SPDR SERIES TRUST18.7K shares-0.08%2026-06-302026-07-24

SPYV SPDR SERIES TRUST34.2K shares0.16%2026-06-302026-07-24

Sponsored

VOO VANGUARD INDEX FDS2.9K shares-1.61%2026-06-302026-07-24

QQQ INVESCO QQQ TR2.6K shares17.15%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP13.6K shares0.12%2026-06-302026-07-24

IEUR ISHARES TR22.5K shares0.06%2026-06-302026-07-24

VMI VALMONT INDS INC2.8K shares0.00%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-24

FLRN SPDR SERIES TRUST44.0K shares-1.50%2026-06-302026-07-24

EWG ISHARES INC31.3K shares-0.41%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares-8.17%2026-06-302026-07-24

ICSH ISHARES TR23.8K shares1.03%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares-0.95%2026-06-302026-07-24

ONEQ FIDELITY COMWLTH TR10.9K shares0.06%2026-06-302026-07-24

SBUX STARBUCKS CORP9.3K shares-14.61%2026-06-302026-07-24

GOOGL ALPHABET INC2.5K shares3.91%2026-06-302026-07-24

EWW ISHARES INC11.7K shares-95.16%2026-06-302026-07-24

GLW CORNING INC3.1K shares2.29%2026-06-302026-07-24

Sponsored

ABT ABBOTT LABORATORIES8.6K shares-2.13%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC3.4K sharesnew addition2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.4K sharesnew addition2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR4.0K shares-0.15%2026-06-302026-07-24

ABBVIE INC ABBVIE INC3.0K shares-13.71%2026-06-302026-07-24

WAFD WAFD INC19.0K shares0.00%2026-06-302026-07-24

GWW WW GRAINGER INC500 shares0.00%2026-06-302026-07-24

XEL XCEL ENERGY INC8.5K shares0.00%2026-06-302026-07-24

Sponsored

PG PROCTER & GAMBLE CO4.6K shares-3.79%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC6.0K shares0.00%2026-06-302026-07-24

BAC BANK OF AMER CORP11.2K shares-0.79%2026-06-302026-07-24

ITOT ISHARES TR3.8K shares0.00%2026-06-302026-07-24

BK BANK OF NY MELLON CORP4.3K shares0.00%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR18.2K shares0.40%2026-06-302026-07-24

WFC WELLS FARGO & CO7.4K shares0.00%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.8K shares-2.36%2026-06-302026-07-24

Sponsored

CAT CATERPILLAR INC559 shares5.67%2026-06-302026-07-24

TEMPUS AI INC TEMPUS AI INC10.0K shares0.00%2026-06-302026-07-24

VO VANGUARD INDEX FDS7.0K shares300.69%2026-06-302026-07-24

OKE ONEOK INC NEW6.1K shares0.00%2026-06-302026-07-24

WMT WALMART INC4.7K shares-2.09%2026-06-302026-07-24

ISHARES TR ISHARES TR693 shares45.89%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.5K shares0.00%2026-06-302026-07-24

UNP UNION PAC CORP1.8K shares-4.05%2026-06-302026-07-24

Sponsored

MCD MCDONALDS CORP1.8K shares0.00%2026-06-302026-07-24

BANR BANNER CORP7.0K shares0.00%2026-06-302026-07-24

SMCI SUPER MICRO COMPUTER INC15.7K shares0.00%2026-06-302026-07-24

INTC INTEL CORP3.3K shares9.94%2026-06-302026-07-24

ENB ENBRIDGE INC8.4K shares1.08%2026-06-302026-07-24

EWZ ISHARES INC13.0K shares0.00%2026-06-302026-07-24

TEL TE CONNECTIVITY PLC2.2K shares0.00%2026-06-302026-07-24

SPMO INVESCO EXCH TRADED FD TR II2.7K shares0.04%2026-06-302026-07-24

Sponsored

CISCO SYS INC CISCO SYS INC3.4K shares-2.29%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC1.2K shares-2.01%2026-06-302026-07-24

VICR VICOR CORP1.0K shares-27.02%2026-06-302026-07-24

BA BOEING CO1.8K shares-13.75%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC468 shares-8.77%2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP1.1K shares0.00%2026-06-302026-07-24

VV VANGUARD INDEX FDS945 shares-0.21%2026-06-302026-07-24

LLY ELI LILLY & CO261 shares14.47%2026-06-302026-07-24

Sponsored

TSLA TESLA INC690 shares-10.97%2026-06-302026-07-24

PEP PEPSICO INC2.1K shares0.86%2026-06-302026-07-24

STIP ISHARES TR2.7K shares0.00%2026-06-302026-07-24

DE DEERE & CO435 shares0.00%2026-06-302026-07-24

TLRY TILRAY BRANDS INC60.4K shares-0.00%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS701 shares0.14%2026-06-302026-07-24

EWP ISHARES INC4.4K shares-99.36%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS904 shares0.00%2026-06-302026-07-24

Sponsored

DIS DISNEY WALT CO2.6K shares-1.45%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION1.3K shares-1.97%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC514 shares16.55%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T323 shares34.02%2026-06-302026-07-24

CCB COASTAL FINL CORP WA3.1K shares0.00%2026-06-302026-07-24

VUSB VANGUARD BD INDEX FDS4.8K shares27.69%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW1.8K shares0.00%2026-06-302026-07-24

HD HOME DEPOT INC658 shares0.00%2026-06-302026-07-24

Sponsored

ADX ADAMS DIVERSIFIED EQUITY FD8.9K shares0.03%2026-06-302026-07-24

COWG PACER FDS TR5.6K shares0.00%2026-06-302026-07-24

ORACLE CORP ORACLE CORP1.5K shares-9.09%2026-06-302026-07-24

MDYV SPDR SERIES TRUST2.3K shares0.43%2026-06-302026-07-24

LRCX LAM RESEARCH CORP500 shares-5.66%2026-06-302026-07-24

CVX CHEVRON CORPORATION1.2K shares0.08%2026-06-302026-07-24

MINT PIMCO ETF TR1.9K shares0.00%2026-06-302026-07-24

RSPN INVESCO EXCHANGE TRADED FD T3.0K shares0.17%2026-06-302026-07-24

Sponsored

META PLATFORMS INC META PLATFORMS INC336 shares-2.04%2026-06-302026-07-24

RSPD INVESCO EXCHANGE TRADED FD T3.3K shares0.18%2026-06-302026-07-24

WMB WILLIAMS COS INC2.4K shares0.00%2026-06-302026-07-24

VOT VANGUARD INDEX FDS583 shares0.00%2026-06-302026-07-24

NUE NUCOR CORP800 shares0.00%2026-06-302026-07-24

ENS ENERSYS743 shares0.00%2026-06-302026-07-24

GLD SPDR GOLD TR443 shares3.02%2026-06-302026-07-24

SOLS SOLSTICE ADVANCED MATLS INC1.8K shares-0.11%2026-06-302026-07-24

Sponsored

WORLD GOLD TR WORLD GOLD TR2.0K shares-99.51%2026-06-302026-07-24

VKQ INVESCO MUNICIPAL TRUST15.9K shares0.00%2026-06-302026-07-24

EVRG EVERGY INC1.8K shares0.00%2026-06-302026-07-24

VKI INVESCO ADVANTAGE MUN INCOME15.8K shares0.00%2026-06-302026-07-24

TECK TECK RESOURCES LTD2.5K shares0.00%2026-06-302026-07-24

EWS ISHARES INC5.0K shares-4.02%2026-06-302026-07-24

PCAR PACCAR INC1.2K shares0.00%2026-06-302026-07-24

ETFS GOLD TR ETFS GOLD TR3.8K shares0.00%2026-06-302026-07-24

Sponsored

NZF NUVEEN MUN CR INCOME FD11.5K shares0.00%2026-06-302026-07-24

PSK SPDR SERIES TRUST4.7K shares-8.63%2026-06-302026-07-24

AXON AXON ENTERPRISE INC256 shares5020.00%2026-06-302026-07-24

MOG.A MOOG INC337 shares0.00%2026-06-302026-07-24

RSPU INVESCO EXCHANGE TRADED FD T1.7K shares0.65%2026-06-302026-07-24

FLKR FRANKLIN TEMPLETON ETF TR2.1K shares-9.88%2026-06-302026-07-24

VOE VANGUARD INDEX FDS687 shares0.59%2026-06-302026-07-24

DOMINION ENERGY INC DOMINION ENERGY INC2.0K shares0.97%2026-06-302026-07-24

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL606 shares0.00%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL4.2K shares5.15%2026-06-302026-07-24

DUHP DIMENSIONAL ETF TRUST3.2K shares0.00%2026-06-302026-07-24

SLYV SPDR SERIES TRUST1.2K shares0.00%2026-06-302026-07-24

VFLO VICTORY PORTFOLIOS II2.9K shares0.00%2026-06-302026-07-24

CALF PACER FDS TR2.6K shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR1.3K shares0.00%2026-06-302026-07-24

EFIV SPDR SERIES TRUST1.8K shares5.63%2026-06-302026-07-24

Sponsored

QCOM QUALCOMM INC690 shares0.00%2026-06-302026-07-24

CPK CHESAPEAKE UTILS CORP1.0K shares0.00%2026-06-302026-07-24

YUM YUM BRANDS INC751 shares0.40%2026-06-302026-07-24

OGS ONE GAS INC1.5K shares0.00%2026-06-302026-07-24

XYL XYLEM INC1.0K shares0.00%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC1.6K shares-0.06%2026-06-302026-07-24

IVE ISHARES TR493 shares-9.87%2026-06-302026-07-24

INDA ISHARES TR2.3K shares0.00%2026-06-302026-07-24

Sponsored

KR KROGER CO2.0K shares0.00%2026-06-302026-07-24

ALK ALASKA AIR GROUP INC2.1K shares4.26%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS463 shares16.92%2026-06-302026-07-24

USB US BANCORP1.8K shares0.00%2026-06-302026-07-24

ASML ASML HLDG NV54 shares0.00%2026-06-302026-07-24

ACA ARCOSA INC733 shares0.00%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC247 shares-2.76%2026-06-302026-07-24

SNDA SONIDA SENIOR LIVING INC2.5K shares0.00%2026-06-302026-07-24

Sponsored

MS MORGAN STANLEY469 shares-8.93%2026-06-302026-07-24

EXPD EXPEDITORS INTL WASH INC600 shares0.00%2026-06-302026-07-24

VMO INVESCO MUN OPPORTUNIT TR9.9K shares0.00%2026-06-302026-07-24

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION668 shares0.00%2026-06-302026-07-24

IVW ISHARES TR708 shares0.00%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO290 shares-8.23%2026-06-302026-07-24

ANET ARISTA NETWORKS INC564 shares0.00%2026-06-302026-07-24

FNF FIDELITY NATL FINL INC2.0K shares0.00%2026-06-302026-07-24

Sponsored

VUG VANGUARD INDEX FDS1.0K shares500.00%2026-06-302026-07-24

CORP PIMCO ETF TR873 shares-11.10%2026-06-302026-07-24

SPEU SPDR INDEX SHS FDS1.5K shares1.68%2026-06-302026-07-24

ISHARES TR ISHARES TR805 shares0.00%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC1.9K shares-11.85%2026-06-302026-07-24

VISA INC VISA INC229 shares-9.84%2026-06-302026-07-24

AMGN AMGEN INC205 shares0.00%2026-06-302026-07-24

KO COCA COLA CO909 shares-9.19%2026-06-302026-07-24

Sponsored

ADP AUTOMATIC DATA PROCESSING IN330 shares0.92%2026-06-302026-07-24

GBX GREENBRIER COS INC1.5K shares0.00%2026-06-302026-07-24

QUAL ISHARES TR333 shares0.00%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO1.2K shares1.07%2026-06-302026-07-24

SPIB SPDR SERIES TRUST2.1K shares0.00%2026-06-302026-07-24

FIX COMFORT SYS USA INC34 shares0.00%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.924 shares1.65%2026-06-302026-07-24

ALL ALLSTATE CORP275 shares3.00%2026-06-302026-07-24

Sponsored

SCCO SOUTHERN COPPER CORP373 shares0.81%2026-06-302026-07-24

HTGC HERCULES CAPITAL INC4.1K shares2.55%2026-06-302026-07-24

ROST ROSS STORES INC300 shares0.00%2026-06-302026-07-24

AKRE PROFESIONALLY MANAGED PORTFO1.2K shares0.00%2026-06-302026-07-24

SYK STRYKER CORPORATION198 shares5.88%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR389 shares0.00%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F737 shares0.00%2026-06-302026-07-24

VSGX VANGUARD WORLD FD743 shares21.60%2026-06-302026-07-24

Sponsored

VLO VALERO ENERGY CORP234 shares0.00%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS849 shares-20.73%2026-06-302026-07-24

TJX TJX COS INC NEW399 shares-3.86%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST727 shares-50.88%2026-06-302026-07-24

CRSP CRISPR THERAPEUTICS AG1.1K shares0.00%2026-06-302026-07-24

SCHW SCHWAB CHARLES CORP623 shares0.16%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC75 shares-14.77%2026-06-302026-07-24

GE GE AEROSPACE153 shares-10.00%2026-06-302026-07-24

Sponsored

T AT&T INC2.7K shares-3.10%2026-06-302026-07-24

VTV VANGUARD INDEX FDS254 shares0.00%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR2.3K shares0.13%2026-06-302026-07-24

TTWO TAKE-TWO INTERACTIVE SOFTWAR218 shares0.00%2026-06-302026-07-24

CSX CSX CORP1.1K shares0.00%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS342 shares0.59%2026-06-302026-07-24

AFL AFLAC INC456 shares0.44%2026-06-302026-07-24

SNOWFLAKE INC SNOWFLAKE INC210 shares31.25%2026-06-302026-07-24

Sponsored

AXP AMERICAN EXPRESS CO158 shares0.00%2026-06-302026-07-24

PLANET LABS PBC PLANET LABS PBC1.6K shares-71.43%2026-06-302026-07-24

RSG REPUBLIC SVCS INC243 shares0.00%2026-06-302026-07-24

XLB SELECT SECTOR SPDR TR1.0K shares0.00%2026-06-302026-07-24

MELI MERCADOLIBRE INC30 shares0.00%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F845 shares0.00%2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR1.3K shares3.31%2026-06-302026-07-24

REZI RESIDEO TECHNOLOGIES INC1.6K shares0.00%2026-06-302026-07-24

Sponsored

VXF VANGUARD INDEX FDS199 shares0.00%2026-06-302026-07-24

SCHE SCHWAB STRATEGIC TR1.3K shares22.59%2026-06-302026-07-24

SOXX ISHARES TR76 shares0.00%2026-06-302026-07-24

ORLY OREILLY AUTOMOTIVE INC525 shares-7.89%2026-06-302026-07-24

ETN EATON CORP PLC113 shares0.00%2026-06-302026-07-24

AVLV AMERICAN CENTY ETF TR523 shares0.00%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC82 shares2.50%2026-06-302026-07-24

LABCORP HOLDINGS INC LABCORP HOLDINGS INC170 shares0.00%2026-06-302026-07-24

Sponsored

PFE PFIZER INC2.0K shares0.00%2026-06-302026-07-24

AVB AVALONBAY CMNTYS INC250 shares0.00%2026-06-302026-07-24

MPWR MONOLITHIC PWR SYS INC34 shares0.00%2026-06-302026-07-24

TT TRANE TECHNOLOGIES PLC95 shares0.00%2026-06-302026-07-24

AZO AUTOZONE INC14 shares7.69%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP87 shares0.00%2026-06-302026-07-24

LIN LINDE PLC85 shares-11.46%2026-06-302026-07-24

IAUM ISHARES GOLD TRUST MICRO1.1K shares-6.40%2026-06-302026-07-24

Sponsored

NUV NUVEEN MUN VALUE FD INC4.8K shares0.00%2026-06-302026-07-24

SCZ ISHARES TR527 shares3.74%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST617 shares-62.58%2026-06-302026-07-24

CWI SPDR INDEX SHS FDS1.0K shares75.76%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC98 shares226.67%2026-06-302026-07-24

GRMN GARMIN LTD178 shares0.00%2026-06-302026-07-24

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EWY

ISHARES INC

-19.87%

Shares243.6K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

580.17%

Shares795.5K

Event2026-06-30

Filed2026-07-24

ICLN

ISHARES TR

608076.28%

Shares1.9M

Event2026-06-30

Filed2026-07-24

BBCA

J P MORGAN EXCHANGE TRADED F

New

Shares387.4K

Event2026-06-30

Filed2026-07-24

COMT

ISHARES U S ETF TR

-11.72%

Shares1.2M

Event2026-06-30

Filed2026-07-24

SIVR

ABRDN SILVER ETF TRUST

11.02%

Shares559.5K

Event2026-06-30

Filed2026-07-24

FLGB

FRANKLIN TEMPLETON ETF TR

New

Shares786.8K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

25855.44%

Shares147.9K

Event2026-06-30

Filed2026-07-24

GNR

SPDR INDEX SHS FDS

-25.44%

Shares387.8K

Event2026-06-30

Filed2026-07-24

HYMB

SPDR SERIES TRUST

940.28%

Shares992.2K

Event2026-06-30

Filed2026-07-24

ICVT

ISHARES TR

-4.78%

Shares199.6K

Event2026-06-30

Filed2026-07-24

SPEM

SPDR INDEX SHS FDS

-28.57%

Shares399.0K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

10.41%

Shares454.0K

Event2026-06-30

Filed2026-07-24

VCRM

VANGUARD MUN BD FDS

New

Shares154.0K

Event2026-06-30

Filed2026-07-24

MBB

ISHARES TR

New

Shares122.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

4.41%

Shares26.7K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

7.87%

Shares165.7K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

10.27%

Shares247.7K

Event2026-06-30

Filed2026-07-24

SPMD

SPDR SERIES TRUST

9.67%

Shares77.9K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

3.12%

Shares136.8K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

3.37%

Shares17.0K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-2.37%

Shares4.2K

Event2026-06-30

Filed2026-07-24

SPBO

SPDR SERIES TRUST

-75.46%

Shares123.2K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-6.71%

Shares12.9K

Event2026-06-30

Filed2026-07-24

SPSB

SPDR SERIES TRUST

11.91%

Shares99.8K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-24

SCHC

SCHWAB STRATEGIC TR

11.91%

Shares58.6K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-1.53%

Shares6.8K

Event2026-06-30

Filed2026-07-24

BKLN

INVESCO EXCH TRADED FD TR II

-0.76%

Shares115.7K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

6.80%

Shares11.7K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

-0.08%

Shares18.7K

Event2026-06-30

Filed2026-07-24

SPYV

SPDR SERIES TRUST

0.16%

Shares34.2K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-1.61%

Shares2.9K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

17.15%

Shares2.6K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

0.12%

Shares13.6K

Event2026-06-30

Filed2026-07-24

IEUR

ISHARES TR

0.06%

Shares22.5K

Event2026-06-30

Filed2026-07-24

VMI

VALMONT INDS INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

FLRN

SPDR SERIES TRUST

-1.50%

Shares44.0K

Event2026-06-30

Filed2026-07-24

EWG

ISHARES INC

-0.41%

Shares31.3K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-8.17%

Shares1.3K

Event2026-06-30

Filed2026-07-24

ICSH

ISHARES TR

1.03%

Shares23.8K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.95%

Shares2.3K

Event2026-06-30

Filed2026-07-24

ONEQ

FIDELITY COMWLTH TR

0.06%

Shares10.9K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

-14.61%

Shares9.3K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

3.91%

Shares2.5K

Event2026-06-30

Filed2026-07-24

EWW

ISHARES INC

-95.16%

Shares11.7K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

2.29%

Shares3.1K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-2.13%

Shares8.6K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

-0.15%

Shares4.0K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-13.71%

Shares3.0K

Event2026-06-30

Filed2026-07-24

WAFD

WAFD INC

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-24

GWW

WW GRAINGER INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

XEL

XCEL ENERGY INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-3.79%

Shares4.6K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

-0.79%

Shares11.2K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

0.40%

Shares18.2K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-2.36%

Shares1.8K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

5.67%

Shares559

Event2026-06-30

Filed2026-07-24

TEMPUS AI INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

300.69%

Shares7.0K

Event2026-06-30

Filed2026-07-24

OKE

ONEOK INC NEW

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-2.09%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ISHARES TR

45.89%

Shares693

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

-4.05%

Shares1.8K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

BANR

BANNER CORP

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

SMCI

SUPER MICRO COMPUTER INC

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

9.94%

Shares3.3K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

1.08%

Shares8.4K

Event2026-06-30

Filed2026-07-24

EWZ

ISHARES INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY PLC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO EXCH TRADED FD TR II

0.04%

Shares2.7K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-2.29%

Shares3.4K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

-2.01%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VICR

VICOR CORP

-27.02%

Shares1.0K

Event2026-06-30

Filed2026-07-24

BOEING CO

-13.75%

Shares1.8K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-8.77%

Shares468

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.21%

Shares945

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

14.47%

Shares261

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-10.97%

Shares690

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

0.86%

Shares2.1K

Event2026-06-30

Filed2026-07-24

STIP

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

DEERE & CO

0.00%

Shares435

Event2026-06-30

Filed2026-07-24

TLRY

TILRAY BRANDS INC

-0.00%

Shares60.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.14%

Shares701

Event2026-06-30

Filed2026-07-24

EWP

ISHARES INC

-99.36%

Shares4.4K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares904

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-1.45%

Shares2.6K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-1.97%

Shares1.3K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

16.55%

Shares514

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

34.02%

Shares323

Event2026-06-30

Filed2026-07-24

CCB

COASTAL FINL CORP WA

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

VUSB

VANGUARD BD INDEX FDS

27.69%

Shares4.8K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

0.00%

Shares658

Event2026-06-30

Filed2026-07-24

ADX

ADAMS DIVERSIFIED EQUITY FD

0.03%

Shares8.9K

Event2026-06-30

Filed2026-07-24

COWG

PACER FDS TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-9.09%

Shares1.5K

Event2026-06-30

Filed2026-07-24

MDYV

SPDR SERIES TRUST

0.43%

Shares2.3K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

-5.66%

Shares500

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-24

MINT

PIMCO ETF TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

RSPN

INVESCO EXCHANGE TRADED FD T

0.17%

Shares3.0K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-2.04%

Shares336

Event2026-06-30

Filed2026-07-24

RSPD

INVESCO EXCHANGE TRADED FD T

0.18%

Shares3.3K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

0.00%

Shares583

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

0.00%

Shares800

Event2026-06-30

Filed2026-07-24

ENS

ENERSYS

0.00%

Shares743

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

3.02%

Shares443

Event2026-06-30

Filed2026-07-24

SOLS

SOLSTICE ADVANCED MATLS INC

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

-99.51%

Shares2.0K

Event2026-06-30

Filed2026-07-24

VKQ

INVESCO MUNICIPAL TRUST

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-24

EVRG

EVERGY INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

VKI

INVESCO ADVANTAGE MUN INCOME

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-24

TECK

TECK RESOURCES LTD

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

EWS

ISHARES INC

-4.02%

Shares5.0K

Event2026-06-30

Filed2026-07-24

PCAR

PACCAR INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

ETFS GOLD TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

NZF

NUVEEN MUN CR INCOME FD

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-24

PSK

SPDR SERIES TRUST

-8.63%

Shares4.7K

Event2026-06-30

Filed2026-07-24

AXON

AXON ENTERPRISE INC

5020.00%

Shares256

Event2026-06-30

Filed2026-07-24

MOG.A

MOOG INC

0.00%

Shares337

Event2026-06-30

Filed2026-07-24

RSPU

INVESCO EXCHANGE TRADED FD T

0.65%

Shares1.7K

Event2026-06-30

Filed2026-07-24

FLKR

FRANKLIN TEMPLETON ETF TR

-9.88%

Shares2.1K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

0.59%

Shares687

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

0.97%

Shares2.0K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

0.00%

Shares606

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

5.15%

Shares4.2K

Event2026-06-30

Filed2026-07-24

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

SLYV

SPDR SERIES TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VFLO

VICTORY PORTFOLIOS II

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

CALF

PACER FDS TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

EFIV

SPDR SERIES TRUST

5.63%

Shares1.8K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

0.00%

Shares690

Event2026-06-30

Filed2026-07-24

CPK

CHESAPEAKE UTILS CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC

0.40%

Shares751

Event2026-06-30

Filed2026-07-24

OGS

ONE GAS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

XYL

XYLEM INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

-0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

-9.87%

Shares493

Event2026-06-30

Filed2026-07-24

INDA

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

KROGER CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

ALK

ALASKA AIR GROUP INC

4.26%

Shares2.1K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

16.92%

Shares463

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

0.00%

Shares54

Event2026-06-30

Filed2026-07-24

ACA

ARCOSA INC

0.00%

Shares733

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-2.76%

Shares247

Event2026-06-30

Filed2026-07-24

SNDA

SONIDA SENIOR LIVING INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

-8.93%

Shares469

Event2026-06-30

Filed2026-07-24

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-24

VMO

INVESCO MUN OPPORTUNIT TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

0.00%

Shares668

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.00%

Shares708

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

-8.23%

Shares290

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

0.00%

Shares564

Event2026-06-30

Filed2026-07-24

FNF

FIDELITY NATL FINL INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

500.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

CORP

PIMCO ETF TR

-11.10%

Shares873

Event2026-06-30

Filed2026-07-24

SPEU

SPDR INDEX SHS FDS

1.68%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares805

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

-11.85%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VISA INC

-9.84%

Shares229

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

0.00%

Shares205

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-9.19%

Shares909

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

0.92%

Shares330

Event2026-06-30

Filed2026-07-24

GBX

GREENBRIER COS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

0.00%

Shares333

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

1.07%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SPIB

SPDR SERIES TRUST

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

FIX

COMFORT SYS USA INC

0.00%

Shares34

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

1.65%

Shares924

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

3.00%

Shares275

Event2026-06-30

Filed2026-07-24

SCCO

SOUTHERN COPPER CORP

0.81%

Shares373

Event2026-06-30

Filed2026-07-24

HTGC

HERCULES CAPITAL INC

2.55%

Shares4.1K

Event2026-06-30

Filed2026-07-24

ROST

ROSS STORES INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-24

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

5.88%

Shares198

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

0.00%

Shares389

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares737

Event2026-06-30

Filed2026-07-24

VSGX

VANGUARD WORLD FD

21.60%

Shares743

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

0.00%

Shares234

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

-20.73%

Shares849

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

-3.86%

Shares399

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

-50.88%

Shares727

Event2026-06-30

Filed2026-07-24

CRSP

CRISPR THERAPEUTICS AG

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

0.16%

Shares623

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

-14.77%

Shares75

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

-10.00%

Shares153

Event2026-06-30

Filed2026-07-24

AT&T INC

-3.10%

Shares2.7K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

0.00%

Shares254

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

0.13%

Shares2.3K

Event2026-06-30

Filed2026-07-24

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.00%

Shares218

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

0.59%

Shares342

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

0.44%

Shares456

Event2026-06-30

Filed2026-07-24

SNOWFLAKE INC

31.25%

Shares210

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

0.00%

Shares158

Event2026-06-30

Filed2026-07-24

PLANET LABS PBC

-71.43%

Shares1.6K

Event2026-06-30

Filed2026-07-24

RSG

REPUBLIC SVCS INC

0.00%

Shares243

Event2026-06-30

Filed2026-07-24

XLB

SELECT SECTOR SPDR TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

0.00%

Shares30

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares845

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

3.31%

Shares1.3K

Event2026-06-30

Filed2026-07-24

REZI

RESIDEO TECHNOLOGIES INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

0.00%

Shares199

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB STRATEGIC TR

22.59%

Shares1.3K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

0.00%

Shares76

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

-7.89%

Shares525

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

0.00%

Shares113

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares523

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

2.50%

Shares82

Event2026-06-30

Filed2026-07-24

LABCORP HOLDINGS INC

0.00%

Shares170

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

AVB

AVALONBAY CMNTYS INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-24

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares34

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

0.00%

Shares95

Event2026-06-30

Filed2026-07-24

AZO

AUTOZONE INC

7.69%

Shares14

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

0.00%

Shares87

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

-11.46%

Shares85

Event2026-06-30

Filed2026-07-24

IAUM

ISHARES GOLD TRUST MICRO

-6.40%

Shares1.1K

Event2026-06-30

Filed2026-07-24

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

SCZ

ISHARES TR

3.74%

Shares527

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

-62.58%

Shares617

Event2026-06-30

Filed2026-07-24

CWI

SPDR INDEX SHS FDS

75.76%

Shares1.0K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

226.67%

Shares98

Event2026-06-30

Filed2026-07-24

GRMN

GARMIN LTD

0.00%

Shares178

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

0.00%

Shares875

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

-8.89%

Shares123

Event2026-06-30

Filed2026-07-24

NVO

NOVO-NORDISK A S

-82.10%

Shares870

Event2026-06-30

Filed2026-07-24

DFAU

DIMENSIONAL ETF TRUST

0.25%

Shares805

Event2026-06-30

Filed2026-07-24

PECO

PHILLIPS EDISON & CO INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

PROSHARES TR II

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

HWM

HOWMET AEROSPACE INC

0.00%

Shares152

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

3.95%

Shares79

Event2026-06-30

Filed2026-07-24

INTU

INTUIT

3000.00%

Shares155

Event2026-06-30

Filed2026-07-24

EDWARDS LIFESCIENCES CORP

4.94%

Shares425

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

4.32%

Shares459

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

-5.59%

Shares135

Event2026-06-30

Filed2026-07-24

ROYAL CARIBBEAN GROUP

0.87%

Shares116

Event2026-06-30

Filed2026-07-24

RITM

RITHM CAPITAL CORP

2.53%

Shares3.9K

Event2026-06-30

Filed2026-07-24

PSA

PUBLIC STORAGE

0.00%

Shares114

Event2026-06-30

Filed2026-07-24

MKC

MCCORMICK & CO INC

0.00%

Shares707

Event2026-06-30

Filed2026-07-24

CTAS

CINTAS CORP

0.00%

Shares208

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

0.00%

Shares657

Event2026-06-30

Filed2026-07-24

SIMO

SILICON MOTION TECHNOLOGY CO

-51.16%

Shares105

Event2026-06-30

Filed2026-07-24

NJR

NEW JERSEY RES CORP

0.00%

Shares623

Event2026-06-30

Filed2026-07-24

UNITY SOFTWARE INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-77.06%

Shares1.1K

Event2026-06-30

Filed2026-07-24

GTX

GARRETT MOTION INC

0.00%

Shares950

Event2026-06-30

Filed2026-07-24

NXP

NUVEEN SELECT TAX-FREE INCOM

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

2.68%

Shares115

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC

-1.46%

Shares203

Event2026-06-30

Filed2026-07-24

SFM

SPROUTS FMRS MKT INC

-33.33%

Shares400

Event2026-06-30

Filed2026-07-24

KTOS

KRATOS DEFENSE & SEC SOLUTIO

New

Shares672

Event2026-06-30

Filed2026-07-24

3M CO

0.00%

Shares206

Event2026-06-30

Filed2026-07-24

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

0.00%

Shares600

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

-23.78%

Shares125

Event2026-06-30

Filed2026-07-24

HSY

HERSHEY CO

0.00%

Shares180

Event2026-06-30

Filed2026-07-24

VDE

VANGUARD WORLD FD

-22.01%

Shares209

Event2026-06-30

Filed2026-07-24

VANECK ETF TRUST

-29.84%

Shares402

Event2026-06-30

Filed2026-07-24

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

CWB

SPDR SERIES TRUST

0.00%

Shares274

Event2026-06-30

Filed2026-07-24

SPTL

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares563

Event2026-06-30

Filed2026-07-24

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares220

Event2026-06-30

Filed2026-07-24

BSX

BOSTON SCIENTIFIC CORP

1891.18%

Shares677

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-29.78%

Shares224

Event2026-06-30

Filed2026-07-24

WEYERHAEUSER CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-24

SONO

SONOS INC

2.99%

Shares2.1K

Event2026-06-30

Filed2026-07-24

INVESCO EXCH TRD SLF IDX FD

-1.75%

Shares1.3K

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND

7333.33%

Shares223

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

0.00%

Shares38

Event2026-06-30

Filed2026-07-24

SCHR

SCHWAB STRATEGIC TR

-15.15%

Shares1.1K

Event2026-06-30

Filed2026-07-24

EWJ

ISHARES INC

0.00%

Shares287

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

373.33%

Shares355

Event2026-06-30

Filed2026-07-24

RKLB

ROCKET LAB CORP

82.86%

Shares256

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP

0.00%

Shares115

Event2026-06-30

Filed2026-07-24

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

FNCL

FIDELITY COVINGTON TRUST

0.32%

Shares317

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares176

Event2026-06-30

Filed2026-07-24

ZOETIS INC

9.21%

Shares332

Event2026-06-30

Filed2026-07-24

QNITY ELECTRONICS INC

52.08%

Shares146

Event2026-06-30

Filed2026-07-24

DFAX

DIMENSIONAL ETF TRUST

0.95%

Shares640

Event2026-06-30

Filed2026-07-24

SYY

SYSCO CORP

-8.31%

Shares276

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares660

Event2026-06-30

Filed2026-07-24

BWX

SPDR SERIES TRUST

-0.47%

Shares1.1K

Event2026-06-30

Filed2026-07-24

FSTA

FIDELITY COVINGTON TRUST

New

Shares435

Event2026-06-30

Filed2026-07-24

TYL

TYLER TECHNOLOGIES INC

New

Shares78

Event2026-06-30

Filed2026-07-24

BP PLC

-69.66%

Shares615

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

0.00%

Shares75

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

-2.54%

Shares269

Event2026-06-30

Filed2026-07-24

BMO

BANK MONTREAL MEDIUM

0.00%

Shares125

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

0.00%

Shares291

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

-1.96%

Shares300

Event2026-06-30

Filed2026-07-24

PFXF

VANECK ETF TRUST

-99.81%

Shares1.2K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares42

Event2026-06-30

Filed2026-07-24

MARA HOLDINGS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

IDV

ISHARES TR

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

ROYAL BK CDA

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

DRI

DARDEN RESTAURANTS INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

0.00%

Shares211

Event2026-06-30

Filed2026-07-24

DJD

INVESCO EXCHANGE TRADED FD T

0.64%

Shares314

Event2026-06-30

Filed2026-07-24

FENY

FIDELITY COVINGTON TRUST

0.75%

Shares669

Event2026-06-30

Filed2026-07-24

MHD

BLACKROCK MUNIHOLDINGS FD IN

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

0.00%

Shares63

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares65

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

-30.81%

Shares256

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

New

Shares125

Event2026-06-30

Filed2026-07-24

EVR

EVERCORE INC

0.00%

Shares55

Event2026-06-30

Filed2026-07-24

FPS

FORGENT POWER SOLUTIONS INC

94.19%

Shares334

Event2026-06-30

Filed2026-07-24

STRATEGY INC

1212.50%

Shares210

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

0.00%

Shares233

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

-72.60%

Shares217

Event2026-06-30

Filed2026-07-24

NOK

NOKIA CORP

12.77%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC

-13.51%

Shares224

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

-20.38%

Shares168

Event2026-06-30

Filed2026-07-24

LAUDER ESTEE COS INC

0.00%

Shares220

Event2026-06-30

Filed2026-07-24

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares32

Event2026-06-30

Filed2026-07-24

WOOD

ISHARES TR

0.00%

Shares260

Event2026-06-30

Filed2026-07-24

ZSCALER INC

290.32%

Shares121

Event2026-06-30

Filed2026-07-24

DATADOG INC

-43.48%

Shares65

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

-2.70%

Shares144

Event2026-06-30

Filed2026-07-24

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares150

Event2026-06-30

Filed2026-07-24

KHC

KRAFT HEINZ CO

1.60%

Shares699

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

0.00%

Shares40

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

0.00%

Shares326

Event2026-06-30

Filed2026-07-24

SSUS

STRATEGY SHS

0.00%

Shares295

Event2026-06-30

Filed2026-07-24

CORTEVA INC

0.00%

Shares192

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC

0.00%

Shares140

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

-60.50%

Shares111

Event2026-06-30

Filed2026-07-24

FND

FLOOR & DECOR HLDGS INC

0.00%

Shares267

Event2026-06-30

Filed2026-07-24

BARRICK MNG CORP

0.00%

Shares424

Event2026-06-30

Filed2026-07-24

NXT

NEXTPOWER INC

0.00%

Shares130

Event2026-06-30

Filed2026-07-24

TER

TERADYNE INC

6.67%

Shares32

Event2026-06-30

Filed2026-07-24

DFNM

DIMENSIONAL ETF TRUST

0.63%

Shares317

Event2026-06-30

Filed2026-07-24

FTNT

FORTINET INC

-1.00%

Shares99

Event2026-06-30

Filed2026-07-24

XYZ

BLOCK INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

GEHC

GE HEALTHCARE TECHNOLOGIES I

57.43%

Shares233

Event2026-06-30

Filed2026-07-24

IYK

ISHARES TR

0.00%

Shares204

Event2026-06-30

Filed2026-07-24

SLS

SELLAS LIFE SCIENCES GROUP I

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

ABCL

ABCELLERA BIOLOGICS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

SUNCOR ENERGY INC NEW

0.00%

Shares268

Event2026-06-30

Filed2026-07-24

DEO

DIAGEO PLC

0.00%

Shares175

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-15.89%

Shares90

Event2026-06-30

Filed2026-07-24

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares523

Event2026-06-30

Filed2026-07-24

EBAY

EBAY INC.

0.00%

Shares120

Event2026-06-30

Filed2026-07-24

CDW

CDW CORP

0.00%

Shares95

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

0.00%

Shares170

Event2026-06-30

Filed2026-07-24

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares328

Event2026-06-30

Filed2026-07-24

RDDT

REDDIT INC

New

Shares76

Event2026-06-30

Filed2026-07-24

LULU

LULULEMON ATHLETICA INC

576.47%

Shares115

Event2026-06-30

Filed2026-07-24

UTG

REAVES UTIL INCOME FD

0.00%

Shares320

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-27.66%

Shares34

Event2026-06-30

Filed2026-07-24

ARI

APOLLO COML REAL ESTATE FIN

2.30%

Shares1.2K

Event2026-06-30

Filed2026-07-24

DJT

TRUMP MEDIA & TECHNOLOGY GRO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

1.32%

Shares77

Event2026-06-30

Filed2026-07-24

PYPL

PAYPAL HLDGS INC

0.00%

Shares290

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-33.86%

Shares84

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

-36.14%

Shares106

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

-25.42%

Shares88

Event2026-06-30

Filed2026-07-24

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares269

Event2026-06-30

Filed2026-07-24

VCEB

VANGUARD WORLD FD

16.77%

Shares195

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

8.11%

Shares40

Event2026-06-30

Filed2026-07-24

TLT

ISHARES TR

0.00%

Shares140

Event2026-06-30

Filed2026-07-24

ALAB

ASTERA LABS INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-24

NULV

NUSHARES ETF TR

2.58%

Shares239

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

ESGE

ISHARES INC

2.88%

Shares214

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

-48.05%

Shares133

Event2026-06-30

Filed2026-07-24

SIRI

SIRIUSXM HOLDINGS INC

0.77%

Shares395

Event2026-06-30

Filed2026-07-24

HXL

HEXCEL CORP NEW

0.00%

Shares115

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares67

Event2026-06-30

Filed2026-07-24

NLY

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

HUT

HUT 8 CORP

-23.20%

Shares96

Event2026-06-30

Filed2026-07-24

GUIDEWIRE SOFTWARE INC

New

Shares90

Event2026-06-30

Filed2026-07-24

PSLV

SPROTT ASSET MANAGEMENT LP

9.43%

Shares580

Event2026-06-30

Filed2026-07-24

YUMC

YUM CHINA HLDGS INC

0.00%

Shares266

Event2026-06-30

Filed2026-07-24

BIIB

BIOGEN INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

PAAS

PAN AMERN SILVER CORP

-22.95%

Shares235

Event2026-06-30

Filed2026-07-24

TCAF

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares246

Event2026-06-30

Filed2026-07-24

HOOD

ROBINHOOD MKTS INC

New

Shares100

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

152.50%

Shares101

Event2026-06-30

Filed2026-07-24

SCHP

SCHWAB STRATEGIC TR

-32.74%

Shares376

Event2026-06-30

Filed2026-07-24

RXT

RACKSPACE TECHNOLOGY INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

LEU

CENTRUS ENERGY CORP

314.29%

Shares58

Event2026-06-30

Filed2026-07-24

BWXT

BWX TECHNOLOGIES INC

New

Shares50

Event2026-06-30

Filed2026-07-24

SEA LTD

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

RQI

COHEN & STEERS QUALITY INCOM

0.00%

Shares775

Event2026-06-30

Filed2026-07-24

AMC

AMC ENTMT HLDGS INC

50000.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

XSD

SPDR SERIES TRUST

0.00%

Shares15

Event2026-06-30

Filed2026-07-24

DASH

DOORDASH INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

QURE

UNIQURE NV

New

Shares200

Event2026-06-30

Filed2026-07-24

SUSB

ISHARES TR

12.89%

Shares359

Event2026-06-30

Filed2026-07-24

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares104

Event2026-06-30

Filed2026-07-24

EXPI

AGNT INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

VEEV

VEEVA SYS INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

FWD

AB ACTIVE ETFS INC

0.00%

Shares59

Event2026-06-30

Filed2026-07-24

VOLATILITY SHS TR

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

DUPONT DE NEMOURS INC

New

Shares64

Event2026-06-30

Filed2026-07-24

ITRI

ITRON INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

CCL

CARNIVAL CORP LTD

New

Shares300

Event2026-06-30

Filed2026-07-24

HEGD

LISTED FDS TR

0.00%

Shares318

Event2026-06-30

Filed2026-07-24

IWC

ISHARES TR

0.00%

Shares42

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-24

TWLO

TWILIO INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-24

ADVANSIX INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD INTL EQUITY INDEX F

-30.14%

Shares51

Event2026-06-30

Filed2026-07-24

BAH

BOOZ ALLEN HAMILTON HLDG COR

0.00%

Shares130

Event2026-06-30

Filed2026-07-24

XLRE

SELECT SECTOR SPDR TR

-13.53%

Shares179

Event2026-06-30

Filed2026-07-24

HALOZYME THERAPEUTICS INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

INSULET CORP

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

VBIL

VANGUARD INSTL INDEX FD

-80.00%

Shares100

Event2026-06-30

Filed2026-07-24

HPQ

HP INC

1.49%

Shares340

Event2026-06-30

Filed2026-07-24

BSCU

INVESCO EXCH TRD SLF IDX FD

-39.65%

Shares443

Event2026-06-30

Filed2026-07-24

SERV

SERVE ROBOTICS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

1.23%

Shares82

Event2026-06-30

Filed2026-07-24

ARM

ARM HOLDINGS PLC

0.00%

Shares20

Event2026-06-30

Filed2026-07-24

ONON

ON HLDG AG

New

Shares200

Event2026-06-30

Filed2026-07-24

EARN

ELLINGTON CREDIT COMPANY

5.20%

Shares1.6K

Event2026-06-30

Filed2026-07-24

AUR

AURORA INNOVATION INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

0.00%

Shares23

Event2026-06-30

Filed2026-07-24

EQR

EQUITY RESIDENTIAL

81.82%

Shares100

Event2026-06-30

Filed2026-07-24

MDYG

SPDR SERIES TRUST

0.00%

Shares60

Event2026-06-30

Filed2026-07-24

SLYG

SPDR SERIES TRUST

0.00%

Shares56

Event2026-06-30

Filed2026-07-24

ASTS

AST SPACEMOBILE INC

-11.76%

Shares75

Event2026-06-30

Filed2026-07-24

IBB

ISHARES TR

0.00%

Shares35

Event2026-06-30

Filed2026-07-24

EMBJ

EMBRAER S.A.

New

Shares100

Event2026-06-30

Filed2026-07-24

BJS WHSL CLUB HLDGS INC

0.00%

Shares72

Event2026-06-30

Filed2026-07-24

HIVE

HIVE DIGITAL TECHNOLOGIES LT

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

J P MORGAN EXCHANGE TRADED F

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

DFSD

DIMENSIONAL ETF TRUST

-92.41%

Shares129

Event2026-06-30

Filed2026-07-24

RIVIAN AUTOMOTIVE INC

0.00%

Shares352

Event2026-06-30

Filed2026-07-24

FLJP

FRANKLIN TEMPLETON ETF TR

-99.97%

Shares153

Event2026-06-30

Filed2026-07-24

TGRT

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares131

Event2026-06-30

Filed2026-07-24

HEFA

ISHARES TR

New

Shares126

Event2026-06-30

Filed2026-07-24

PTON

PELOTON INTERACTIVE INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

97.50%

Shares158

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

0.00%

Shares34

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

0.00%

Shares230

Event2026-06-30

Filed2026-07-24

NMAX

NEWSMAX INC

0.00%

Shares680

Event2026-06-30

Filed2026-07-24

SII

SPROTT INC

100.00%

Shares50

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

New

Shares58

Event2026-06-30

Filed2026-07-24

OKLO

OKLO INC

0.00%

Shares105

Event2026-06-30

Filed2026-07-24

REAX

THE REAL BROKERAGE INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

PENN

PENN ENTERTAINMENT INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-24

DOW

DOW HLDGS INC

0.00%

Shares192

Event2026-06-30

Filed2026-07-24

KEMX

KRANESHARES TRUST

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC

0.00%

Shares48

Event2026-06-30

Filed2026-07-24

RIOT

RIOT PLATFORMS INC

New

Shares189

Event2026-06-30

Filed2026-07-24

VANGUARD SCOTTSDALE FDS

4100.00%

Shares42

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-24

DKNG

DRAFTKINGS INC NEW

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

HTUS

CAPITOL SER TR

0.00%

Shares115

Event2026-06-30

Filed2026-07-24

MDB

MONGODB INC

-51.61%

Shares15

Event2026-06-30

Filed2026-07-24

KARO

KAROOOOO LTD

New

Shares100

Event2026-06-30

Filed2026-07-24

BITQ

BITWISE FUNDS TRUST

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

APLD

APPLIED DIGITAL CORP

-64.59%

Shares131

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

-48.53%

Shares35

Event2026-06-30

Filed2026-07-24

MGNR

AMERICAN BEACON SELECT FUNDS

0.00%

Shares98

Event2026-06-30

Filed2026-07-24

IDEXX LABS INC

0.00%

Shares9

Event2026-06-30

Filed2026-07-24

AYA GOLD & SILVER INC

New

Shares250

Event2026-06-30

Filed2026-07-24

UEC

URANIUM ENERGY CORP

0.00%

Shares440

Event2026-06-30

Filed2026-07-24

FEDEX FGHT HLDG CO INC

New

Shares31

Event2026-06-30

Filed2026-07-24

KODK

EASTMAN KODAK CO

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

381.82%

Shares53

Event2026-06-30

Filed2026-07-24

ALAI

THE ALGER ETF TRUST

0.00%

Shares101

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

0.73%

Shares138

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

-69.05%

Shares26

Event2026-06-30

Filed2026-07-24

BLOOM ENERGY CORP

0.00%

Shares15

Event2026-06-30

Filed2026-07-24

ALLW

SSGA ACTIVE TR

0.00%

Shares155

Event2026-06-30

Filed2026-07-24

VERI

VERITONE INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-24

PALL

ABRDN PALLADIUM ETF TRUST

400.00%

Shares200

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

0.00%

Shares16

Event2026-06-30

Filed2026-07-24

FUTY

FIDELITY COVINGTON TRUST

0.00%

Shares75

Event2026-06-30

Filed2026-07-24

IBRX

IMMUNITYBIO INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

EZA

ISHARES INC

-99.98%

Shares69

Event2026-06-30

Filed2026-07-24

HAL

HALLIBURTON CO

0.00%

Shares126

Event2026-06-30

Filed2026-07-24

YOU

CLEAR SECURE INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-24

ARDX

ARDELYX INC

New

Shares816

Event2026-06-30

Filed2026-07-24

CLSK

CLEANSPARK INC

New

Shares285

Event2026-06-30

Filed2026-07-24

QTUM

ETF SER SOLUTIONS

0.00%

Shares25

Event2026-06-30

Filed2026-07-24

PPA

INVESCO EXCHANGE TRADED FD T

-61.67%

Shares23

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available