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The Analysis of TRANSCEND CAPITAL ADVISORS, LLC's Holdings & P&L

Currently, TRANSCEND CAPITAL ADVISORS, LLC holds 814 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in N/A (+98.0K shares, valued at $13.4M), N/A (+713.0K shares, valued at $7.9M), MSFT (+18.6K shares, valued at $6.9M); decreased their positions in SOXX (-11.9K shares, valued at $7.6M), FSK (-149.8K shares, valued at $1.6M), IEI (-13.0K shares, valued at $1.5M); initiated new positions in N/A (+98.0K shares, valued at $13.4M), N/A (+713.0K shares, valued at $7.9M), DUSA (+49.9K shares, valued at $2.8M).

1M P&L

+11.1M+0.88%

3M P&L

+62.5M+5.18%

HY P&L

+67.2M+5.59%

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/A456.9M

35.9%

2Consumer Electronics121.6M

9.6%

3Semiconductors61.0M

4.8%

Top Industries by Stock Count

1N/A225 stocks

30.9%

2Banks - Regional21 stocks

2.9%

3Asset Management18 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM420.1K shares4.14%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW92.0K shares5.43%2026-06-302026-08-04

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF305.7K shares1.05%2026-06-302026-08-04

MSFT MICROSOFT CORP COM92.3K shares25.22%2026-06-302026-08-04

MRK MERCK & CO INC COM262.5K shares0.03%2026-06-302026-08-04

NVDA NVIDIA CORPORATION COM143.6K shares11.91%2026-06-302026-08-04

QQQ INVESCO QQQ TRUST SERIES I36.3K shares0.24%2026-06-302026-08-04

AMZN AMAZON COM INC COM105.9K shares9.55%2026-06-302026-08-04

Sponsored

GOOGL ALPHABET INC CAP STK CL A53.6K shares-0.88%2026-06-302026-08-04

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF114.1K shares-1.33%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS COM62.1K shares6.11%2026-06-302026-08-04

GOOG ALPHABET INC CAP STK CL C45.1K shares-0.68%2026-06-302026-08-04

VOO VANGUARD S&P 500 ETF23.2K shares77.27%2026-06-302026-08-04

BIZD VANECK BDC INCOME ETF1.2M shares5.96%2026-06-302026-08-04

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF20.5K shares-3.92%2026-06-302026-08-04

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM42.9K shares-1.26%2026-06-302026-08-04

Sponsored

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS98.0K sharesnew addition2026-06-302026-08-04

BROADCOM INC COM BROADCOM INC COM35.0K shares1.91%2026-06-302026-08-04

VIG VANGUARD DIVIDEND APPRECIATION ETF51.9K shares0.21%2026-06-302026-08-04

OBDC BLUE OWL CAPITAL CORPORATION COM1.1M shares-4.45%2026-06-302026-08-04

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR376.3K shares0.83%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC COM9.8K shares-7.08%2026-06-302026-08-04

S&P GLOBAL INC COM S&P GLOBAL INC COM27.1K shares-2.17%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON COM43.1K shares5.06%2026-06-302026-08-04

Sponsored

META PLATFORMS INC CL A META PLATFORMS INC CL A18.9K shares10.85%2026-06-302026-08-04

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF13.6K shares17.24%2026-06-302026-08-04

ALERIAN MLP ETF ALERIAN MLP ETF194.4K shares17.12%2026-06-302026-08-04

VV VANGUARD LARGE-CAP ETF29.3K shares-3.45%2026-06-302026-08-04

BRK.A BERKSHIRE HATHAWAY INC DEL CL A13 shares0.00%2026-06-302026-08-04

TSLA TESLA INC COM21.9K shares12.70%2026-06-302026-08-04

RSP INVESCO S&P 500 EQUAL WEIGHT ETF40.4K shares-1.47%2026-06-302026-08-04

HD HOME DEPOT INC COM24.1K shares-0.21%2026-06-302026-08-04

Sponsored

LLY ELI LILLY & CO COM6.9K shares-0.40%2026-06-302026-08-04

FACTORIAL ENERGY INC COM CL A FACTORIAL ENERGY INC COM CL A713.0K sharesnew addition2026-06-302026-08-04

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF177.7K shares3.36%2026-06-302026-08-04

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF41.0K shares-0.34%2026-06-302026-08-04

GLD SPDR GOLD SHARES21.0K shares-3.50%2026-06-302026-08-04

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF137.5K shares98.99%2026-06-302026-08-04

ABBVIE INC COM ABBVIE INC COM29.7K shares4.18%2026-06-302026-08-04

IJH ISHARES CORE S&P MID-CAP ETF91.8K shares14.97%2026-06-302026-08-04

Sponsored

FSK FS KKR CAP CORP COM643.6K shares-18.88%2026-06-302026-08-04

IJR ISHARES CORE S&P SMALL CAP ETF45.4K shares9.09%2026-06-302026-08-04

VISA INC COM CL A VISA INC COM CL A19.5K shares0.81%2026-06-302026-08-04

OWL BLUE OWL CAPITAL INC COM CL A712.4K shares-11.10%2026-06-302026-08-04

VTV VANGUARD VALUE ETF27.7K shares0.73%2026-06-302026-08-04

IEI ISHARES 3-7 YEAR TREASURY BOND ETF50.0K shares-20.64%2026-06-302026-08-04

ORACLE CORP COM ORACLE CORP COM40.0K shares2.94%2026-06-302026-08-04

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF58.6K shares-0.43%2026-06-302026-08-04

Sponsored

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF60.4K shares18.50%2026-06-302026-08-04

IUSG ISHARES CORE S&P U.S. GROWTH ETF26.9K shares17.54%2026-06-302026-08-04

TXN TEXAS INSTRS INC COM16.7K shares-15.45%2026-06-302026-08-04

BGB BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN438.6K shares-0.44%2026-06-302026-08-04

MS MORGAN STANLEY COM NEW23.4K shares18.37%2026-06-302026-08-04

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF12.7K shares-5.01%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC COM8.0K shares-0.83%2026-06-302026-08-04

FEGE FIRST EAGLE GLOBAL EQUITY ETF94.8K shares28.99%2026-06-302026-08-04

Sponsored

GEV GE VERNOVA INC COM3.8K shares10.06%2026-06-302026-08-04

BX BLACKSTONE INC COM37.9K shares1.12%2026-06-302026-08-04

VGT VANGUARD INFORMATION TECHNOLOGY ETF36.3K shares696.49%2026-06-302026-08-04

WFC WELLS FARGO & CO COM52.4K shares15.81%2026-06-302026-08-04

INTC INTEL CORP COM31.0K shares-23.25%2026-06-302026-08-04

GE GE AEROSPACE COM NEW11.6K shares7.84%2026-06-302026-08-04

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF102.2K shares-0.89%2026-06-302026-08-04

UNP UNION PAC CORP COM15.4K shares4.27%2026-06-302026-08-04

Sponsored

PM PHILIP MORRIS INTL INC COM22.9K shares52.49%2026-06-302026-08-04

XLG INVESCO S&P 500 TOP 50 ETF66.6K shares-0.03%2026-06-302026-08-04

IVW ISHARES S&P 500 GROWTH ETF28.3K shares-1.28%2026-06-302026-08-04

COF CAPITAL ONE FINL CORP COM19.2K shares0.97%2026-06-302026-08-04

XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF75.1K shares421.90%2026-06-302026-08-04

XBI STATE STREET SPDR S&P BIOTECH ETF23.9K shares-12.29%2026-06-302026-08-04

GWW WW GRAINGER INC COM2.7K shares-7.08%2026-06-302026-08-04

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF44.4K shares-7.30%2026-06-302026-08-04

Sponsored

PPG PPG INDS INC COM30.3K shares18.31%2026-06-302026-08-04

CVX CHEVRON CORPORATION COM22.1K shares24.39%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS7.7K shares-3.99%2026-06-302026-08-04

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF67.6K shares1.76%2026-06-302026-08-04

VUG VANGUARD GROWTH ETF41.9K shares513.73%2026-06-302026-08-04

CHD CHURCH & DWIGHT CO INC COM37.1K shares2.31%2026-06-302026-08-04

QUAL ISHARES MSCI USA QUALITY FACTOR ETF16.3K shares-4.49%2026-06-302026-08-04

ADP AUTOMATIC DATA PROCESSING INC COM15.9K shares52.60%2026-06-302026-08-04

Sponsored

WINN HARBOR LONG-TERM GROWERS ETF109.3K shares-0.79%2026-06-302026-08-04

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST6.6K shares0.11%2026-06-302026-08-04

WMT WALMART INC COM30.1K shares-9.62%2026-06-302026-08-04

GSBD GOLDMAN SACHS BDC INC SHS357.0K shares-9.21%2026-06-302026-08-04

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK139.1K shares0.00%2026-06-302026-08-04

CNC CENTENE CORP DEL COM51.0K shares9.40%2026-06-302026-08-04

PG PROCTER & GAMBLE CO COM22.0K shares2.02%2026-06-302026-08-04

BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF109.3K shares0.54%2026-06-302026-08-04

Sponsored

BMY BRISTOL-MYERS SQUIBB CO COM55.2K shares1.61%2026-06-302026-08-04

AGNC INVT CORP COM AGNC INVT CORP COM291.3K shares-8.06%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC COM3.1K shares-3.52%2026-06-302026-08-04

TCPC BLACKROCK TCP CAPITAL CORP COM899.1K shares-30.66%2026-06-302026-08-04

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A5.8K shares3.03%2026-06-302026-08-04

BAC BANK OF AMER CORP COM52.0K shares-3.14%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC COM69.1K shares405.30%2026-06-302026-08-04

DVY ISHARES SELECT DIVIDEND ETF18.5K shares-3.54%2026-06-302026-08-04

Sponsored

MCO MOODYS CORP COM6.3K shares9.12%2026-06-302026-08-04

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF61.6K shares37.93%2026-06-302026-08-04

DUSA DAVIS SELECT U.S. EQUITY ETF49.9K sharesnew addition2026-06-302026-08-04

IBIT ISHARES BITCOIN TRUST ETF83.5K shares5.65%2026-06-302026-08-04

GDIV HARBOR DIVIDEND GROWTH LEADERS ETF148.9K shares-4.88%2026-06-302026-08-04

VO VANGUARD MID-CAP ETF33.8K shares303.11%2026-06-302026-08-04

CHUBB LIMITED COM CHUBB LIMITED COM7.8K shares5.88%2026-06-302026-08-04

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM29.9K shares9.64%2026-06-302026-08-04

Sponsored

PSX PHILLIPS 66 COM15.5K shares135.25%2026-06-302026-08-04

ASML ASML HLDG NV N Y REGISTRY SHS1.3K shares-16.60%2026-06-302026-08-04

APPLIED MATLS INC COM APPLIED MATLS INC COM3.5K shares7.32%2026-06-302026-08-04

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF47.2K shares7.86%2026-06-302026-08-04

HDV ISHARES CORE HIGH DIVIDEND ETF90.3K shares399.99%2026-06-302026-08-04

KRYS KRYSTAL BIOTECH INC COM6.5K shares159.74%2026-06-302026-08-04

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF15.2K shares8.38%2026-06-302026-08-04

IBB ISHARES BIOTECHNOLOGY ETF12.6K shares-0.13%2026-06-302026-08-04

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP COM29.6K shares222.87%2026-06-302026-08-04

BRO BROWN & BROWN INC COM37.4K shares13.47%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM2.6K shares-0.74%2026-06-302026-08-04

BCX BLACKROCK RES & COMMODITIES ST SHS210.1K shares522.03%2026-06-302026-08-04

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF106.2K shares0.00%2026-06-302026-08-04

TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF104.9K shares1.51%2026-06-302026-08-04

DHR DANAHER CORP DEL COM12.1K shares-12.79%2026-06-302026-08-04

IWM ISHARES RUSSELL 2000 ETF7.6K shares-8.65%2026-06-302026-08-04

Sponsored

APH AMPHENOL CORP CL A12.8K shares20.41%2026-06-302026-08-04

IWF ISHARES RUSSELL 1000 GROWTH ETF18.1K shares272.41%2026-06-302026-08-04

FDX FEDEX CORP COM7.1K shares8.25%2026-06-302026-08-04

VBK VANGUARD SMALL-CAP GROWTH ETF6.1K shares0.25%2026-06-302026-08-04

VONG VANGUARD RUSSELL 1000 GROWTH ETF17.4K shares0.02%2026-06-302026-08-04

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF20.6K shares-10.74%2026-06-302026-08-04

SDY STATE STREET SPDR S&P DIVIDEND ETF14.5K shares0.00%2026-06-302026-08-04

FIX COMFORT SYS USA INC COM1.1K shares25.48%2026-06-302026-08-04

Sponsored

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF32.2K shares-1.07%2026-06-302026-08-04

SPGP INVESCO S&P 500 GARP ETF17.9K shares0.06%2026-06-302026-08-04

TJX TJX COS INC NEW COM14.2K shares-19.41%2026-06-302026-08-04

TEL TE CONNECTIVITY PLC ORD SHS10.7K shares-4.15%2026-06-302026-08-04

C CITIGROUP INC COM NEW15.1K shares-2.79%2026-06-302026-08-04

UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF84.9K shares-5.37%2026-06-302026-08-04

WDC WESTERN DIGITAL CORP COM3.3K shares9.45%2026-06-302026-08-04

IVE ISHARES S&P 500 VALUE ETF9.2K shares-17.31%2026-06-302026-08-04

Sponsored

IEUR ISHARES CORE MSCI EUROPE ETF27.7K shares25.06%2026-06-302026-08-04

KFY KORN FERRY COM NEW31.3K shares0.76%2026-06-302026-08-04

CAT CATERPILLAR INC COM1.9K shares9.87%2026-06-302026-08-04

GPZ VANECK ALTERNATIVE ASSET MANAGER ETF95.4K shares23.19%2026-06-302026-08-04

VFH VANGUARD FINANCIALS ETF15.4K shares0.27%2026-06-302026-08-04

DIS DISNEY WALT CO COM21.1K shares0.35%2026-06-302026-08-04

MEDTRONIC PLC SHS MEDTRONIC PLC SHS25.5K shares12.22%2026-06-302026-08-04

CISCO SYS INC COM CISCO SYS INC COM16.9K shares-34.12%2026-06-302026-08-04

Sponsored

RTX CORPORATION COM RTX CORPORATION COM10.5K shares-7.44%2026-06-302026-08-04

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM4.7K shares57.34%2026-06-302026-08-04

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF5.6K shares29.91%2026-06-302026-08-04

SCHD SCHWAB US DIVIDEND EQUITY ETF60.7K shares11.87%2026-06-302026-08-04

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND22.9K shares-1.79%2026-06-302026-08-04

KO COCA COLA CO COM23.6K shares13.33%2026-06-302026-08-04

VEA VANGUARD FTSE DEVELOPED MARKETS ETF26.8K shares1.65%2026-06-302026-08-04

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF10.3K shares13.22%2026-06-302026-08-04

Sponsored

NMFC NEW MTN FIN CORP COM266.5K shares-1.70%2026-06-302026-08-04

ANET ARISTA NETWORKS INC COM SHS11.0K shares-8.32%2026-06-302026-08-04

AMT AMERICAN TOWER CORP COM11.4K shares23.11%2026-06-302026-08-04

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF15.9K shares2.04%2026-06-302026-08-04

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF30.1K shares-11.14%2026-06-302026-08-04

SNPS SYNOPSYS INC COM4.0K shares51.44%2026-06-302026-08-04

ETN EATON CORP PLC SHS4.2K shares-12.34%2026-06-302026-08-04

IWS ISHARES RUSSELL MID-CAP VALUE ETF10.8K shares26.82%2026-06-302026-08-04

Sponsored

NVCR NOVOCURE LTD ORD SHS117.2K shares647.77%2026-06-302026-08-04

NETFLIX INC. COM NETFLIX INC. COM24.9K shares-19.97%2026-06-302026-08-04

VB VANGUARD SMALL-CAP ETF5.8K shares-0.48%2026-06-302026-08-04

AVUV AVANTIS U.S. SMALL CAP VALUE ETF14.1K shares-4.54%2026-06-302026-08-04

IUSV ISHARES CORE S&P US VALUE ETF16.0K shares21.85%2026-06-302026-08-04

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF28.6K shares-1.58%2026-06-302026-08-04

SOUTHERN CO COM SOUTHERN CO COM18.2K shares216.11%2026-06-302026-08-04

LIN LINDE PLC SHS3.3K shares29.39%2026-06-302026-08-04

Sponsored

NEM NEWMONT CORP COM18.1K shares15.30%2026-06-302026-08-04

MMC MARSH & MCLENNAN COS INC COM9.9K shares-9.18%2026-06-302026-08-04

ESGU ISHARES ESG AWARE MSCI USA ETF10.1K shares0.05%2026-06-302026-08-04

HONEYWELL INTL INC COM HONEYWELL INTL INC COM7.4K sharesnew addition2026-06-302026-08-04

SCHX SCHWAB U.S. LARGE-CAP ETF56.0K shares0.01%2026-06-302026-08-04

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM7.4K sharesnew addition2026-06-302026-08-04

PCG PG&E CORP COM96.8K shares36.78%2026-06-302026-08-04

BRC BRADY CORP CL A17.7K shares-0.08%2026-06-302026-08-04

Sponsored

BTI BRITISH AMERN TOB PLC SPONSORED ADR26.2K shares4.12%2026-06-302026-08-04

FTCB FIRST TRUST CORE INVESTMENT GRADE ETF77.3K shares-1.53%2026-06-302026-08-04

VANGUARD RUSSELL 2000 ETF VANGUARD RUSSELL 2000 ETF13.2K shares2.55%2026-06-302026-08-04

LRCX LAM RESEARCH CORP COM NEW3.7K shares43.18%2026-06-302026-08-04

PEP PEPSICO INC COM11.7K shares-10.11%2026-06-302026-08-04

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF16.9K shares-43.19%2026-06-302026-08-04

EIX EDISON INTL COM20.8K shares10.37%2026-06-302026-08-04

FREEPORT MCMORAN INC CL B FREEPORT MCMORAN INC CL B24.6K shares25.38%2026-06-302026-08-04

Sponsored

GM GENERAL MTRS CO COM19.8K shares6.98%2026-06-302026-08-04

BK BANK OF NY MELLON CORP COM10.5K shares-11.22%2026-06-302026-08-04

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF29.0K shares-13.77%2026-06-302026-08-04

VANECK GOLD MINERS ETF VANECK GOLD MINERS ETF20.1K shares218.81%2026-06-302026-08-04

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND30.6K shares0.80%2026-06-302026-08-04

PNC PNC FINL SVCS GROUP INC COM6.1K shares30.23%2026-06-302026-08-04

AMGN AMGEN INC COM4.1K shares-4.36%2026-06-302026-08-04

VRTX VERTEX PHARMACEUTICALS INC COM3.0K shares18.70%2026-06-302026-08-04

Sponsored

UPS UNITED PARCEL SVCS INC CL B13.7K shares144.01%2026-06-302026-08-04

AXON AXON ENTERPRISE INC COM2.6K shares6.48%2026-06-302026-08-04

COP CONOCOPHILLIPS COM14.1K shares5.24%2026-06-302026-08-04

IWP ISHARES RUSSELL MID-CAP GROWTH ETF9.8K shares3.74%2026-06-302026-08-04

BDX BECTON DICKINSON & CO COM9.4K shares-7.26%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A1.9K shares4.02%2026-06-302026-08-04

IAU ISHARES GOLD TRUST18.6K shares3.21%2026-06-302026-08-04

SMH VANECK SEMICONDUCTOR ETF2.1K shares-25.51%2026-06-302026-08-04

Sponsored

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN34.5K shares0.00%2026-06-302026-08-04

OKE ONEOK INC NEW COM16.0K shares66.61%2026-06-302026-08-04

CMI CUMMINS INC COM1.9K shares11.97%2026-06-302026-08-04

SNDK SANDISK CORP COM600 shares-32.36%2026-06-302026-08-04

BLK BLACKROCK INC COM1.4K shares5.20%2026-06-302026-08-04

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF23.9K shares-9.13%2026-06-302026-08-04

ABNB AIRBNB INC COM CL A9.4K shares65.79%2026-06-302026-08-04

JBHT HUNT J B TRANS SVCS INC COM4.7K shares17.51%2026-06-302026-08-04

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FTHY FIRST TR HIGH YIELD OPPRT 2027 COM97.7K shares2.63%2026-06-302026-08-04

SOXX ISHARES SEMICONDUCTOR ETF2.1K shares-85.14%2026-06-302026-08-04

STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF29.2K shares7.23%2026-06-302026-08-04

AEP AMERICAN ELEC PWR CO INC COM9.6K shares78.52%2026-06-302026-08-04

NVS NOVARTIS AG SPONSORED ADR8.3K shares-8.19%2026-06-302026-08-04

OTIS OTIS WORLDWIDE CORP COM18.0K shares86.02%2026-06-302026-08-04

NLY ANNALY CAPITAL MANAGEMENT INC COM NEW57.2K shares-5.53%2026-06-302026-08-04

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.3K shares29.77%2026-06-302026-08-04

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GLW CORNING INC COM5.0K shares1.44%2026-06-302026-08-04

CVS CVS HEALTH CORP COM12.3K shares24.84%2026-06-302026-08-04

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD6.7K shares-10.93%2026-06-302026-08-04

TER TERADYNE INC COM2.6K shares16.58%2026-06-302026-08-04

CEG CONSTELLATION ENERGY CORP COM5.0K shares-9.08%2026-06-302026-08-04

MCD MCDONALDS CORP COM4.5K shares4.85%2026-06-302026-08-04

LOW LOWES COS INC COM5.6K shares-10.80%2026-06-302026-08-04

CRM SALESFORCE INC COM7.8K shares-1.31%2026-06-302026-08-04

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SCHZ SCHWAB US AGGREGATE BOND ETF52.3K shares27.59%2026-06-302026-08-04

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF22.9K shares3.77%2026-06-302026-08-04

ICE INTERCONTINENTAL EXCHANGE INC COM9.7K shares-29.56%2026-06-302026-08-04

GOVT ISHARES U.S. TREASURY BOND ETF52.0K shares-1.90%2026-06-302026-08-04

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TOL TOLL BROTHERS INC COM7.1K shares7.19%2026-06-302026-08-04

VBR VANGUARD SMALL CAP VALUE ETF4.8K shares0.04%2026-06-302026-08-04

ELV ELEVANCE HEALTH INC FORMERLY A COM3.0K shares-8.72%2026-06-302026-08-04

BP BP PLC SPONSORED ADR30.7K shares-6.76%2026-06-302026-08-04

SHOP SHOPIFY INC CL A SUB VTG SHS9.6K shares16.46%2026-06-302026-08-04

LYB LYONDELLBASELL INDUSTRIES NV SHS - A -20.8K shares73.07%2026-06-302026-08-04

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MSCI MSCI INC COM1.9K shares-15.30%2026-06-302026-08-04

BA BOEING CO COM5.0K shares29.88%2026-06-302026-08-04

USMV ISHARES MSCI USA MIN VOL FACTOR ETF11.1K shares4.31%2026-06-302026-08-04

QCOM QUALCOMM INC COM5.8K shares5.99%2026-06-302026-08-04

CFG CITIZENS FINL GROUP INC COM15.3K shares37.69%2026-06-302026-08-04

WMB WILLIAMS COS INC COM14.2K shares-5.05%2026-06-302026-08-04

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CHYM CHIME FINL INC COM SHS CL A50.5K shares0.00%2026-06-302026-08-04

SHEL SHELL PLC SPON ADS13.3K shares0.01%2026-06-302026-08-04

Q QNITY ELECTRONICS INC COMMON STOCK6.3K shares-17.84%2026-06-302026-08-04

ZM ZOOM COMMUNICATIONS INC CL A11.9K shares19.93%2026-06-302026-08-04

FTI TECHNIPFMC PLC COM15.4K shares1.60%2026-06-302026-08-04

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IRM IRON MTN INC DEL COM8.1K sharesnew addition2026-06-302026-08-04

NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND15.8K shares4.72%2026-06-302026-08-04

CALF PACER US SMALL CAP CASH COWS ETF19.9K shares-4.12%2026-06-302026-08-04

UBER UBER TECHNOLOGIES INC COM14.0K shares-5.26%2026-06-302026-08-04

DG DOLLAR GEN CORP COM8.7K shares-8.21%2026-06-302026-08-04

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FTNT FORTINET INC COM6.4K shares8.16%2026-06-302026-08-04

EFG ISHARES MSCI EAFE GROWTH ETF7.9K shares2.28%2026-06-302026-08-04

ACWI ISHARES MSCI ACWI ETF6.2K shares0.00%2026-06-302026-08-04

UAL UNITED AIRLS HLDGS INC COM7.2K shares3.68%2026-06-302026-08-04

PLD PROLOGIS INC. COM7.2K shares-14.00%2026-06-302026-08-04

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HCA HCA HEALTHCARE INC COM2.5K shares-4.13%2026-06-302026-08-04

ISRG INTUITIVE SURGICAL INC COM NEW2.4K shares7.01%2026-06-302026-08-04

ES EVERSOURCE ENERGY COM13.2K shares254.07%2026-06-302026-08-04

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF25.6K shares-5.92%2026-06-302026-08-04

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CMCSA COMCAST CORP NEW CL A38.3K shares-23.10%2026-06-302026-08-04

SYK STRYKER CORPORATION COM3.0K shares-28.02%2026-06-302026-08-04

3M CO COM 3M CO COM5.8K shares4.53%2026-06-302026-08-04

FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS7.3K shares-2.44%2026-06-302026-08-04

PH PARKER-HANNIFIN CORP COM957 shares41.57%2026-06-302026-08-04

INCY INCYTE CORP COM8.2K shares0.82%2026-06-302026-08-04

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MRVL MARVELL TECHNOLOGY INC COM3.1K shares-9.56%2026-06-302026-08-04

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF10.8K shares-0.70%2026-06-302026-08-04

WPM WHEATON PRECIOUS METALS CORP COM8.1K shares18.02%2026-06-302026-08-04

IAT ISHARES U.S. REGIONAL BANKS ETF14.5K shares0.00%2026-06-302026-08-04

EPD ENTERPRISE PRODS PARTNERS L P COM24.5K shares14.75%2026-06-302026-08-04

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF17.4K shares0.00%2026-06-302026-08-04

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IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF40.0K shares0.00%2026-06-302026-08-04

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF11.3K shares4.27%2026-06-302026-08-04

MBB ISHARES MBS ETF9.4K shares10.03%2026-06-302026-08-04

AXP AMERICAN EXPRESS CO COM2.6K shares-0.15%2026-06-302026-08-04

ED CONSOLIDATED EDISON INC COM7.9K shares16.02%2026-06-302026-08-04

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF16.6K shares-21.79%2026-06-302026-08-04

SBUX STARBUCKS CORP COM8.6K shares-15.20%2026-06-302026-08-04

WY WEYERHAEUSER CO COM NEW36.5K shares6.80%2026-06-302026-08-04

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CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF23.3K shares108.43%2026-06-302026-08-04

CI THE CIGNA GROUP COM3.1K shares-24.69%2026-06-302026-08-04

CGGR CAPITAL GROUP GROWTH ETF17.9K shares6.21%2026-06-302026-08-04

BKNG BOOKING HOLDINGS INC COM4.7K shares2893.59%2026-06-302026-08-04

FICO FAIR ISAAC CORP COM684 shares11.22%2026-06-302026-08-04

SPOTIFY TECHNOLOGY S A SHS SPOTIFY TECHNOLOGY S A SHS1.8K shares1.72%2026-06-302026-08-04

MCK MCKESSON CORP COM1.1K shares-2.44%2026-06-302026-08-04

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A7.0K shares-26.84%2026-06-302026-08-04

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FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY14.4K shares-0.69%2026-06-302026-08-04

IGM ISHARES EXPANDED TECH SECTOR ETF4.9K shares-10.54%2026-06-302026-08-04

IWB ISHARES RUSSELL 1000 ETF2.0K shares-0.30%2026-06-302026-08-04

TT TRANE TECHNOLOGIES PLC SHS1.6K shares1.24%2026-06-302026-08-04

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IMO IMPERIAL OIL LTD COM NEW7.0K shares2.62%2026-06-302026-08-04

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DKNG DRAFTKINGS INC NEW COM CL A30.8K shares121.14%2026-06-302026-08-04

QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND2.3K shares0.00%2026-06-302026-08-04

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF18.7K shares73.91%2026-06-302026-08-04

OC OWENS CORNING NEW COM4.8K shares76.79%2026-06-302026-08-04

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CDNS CADENCE DESIGN SYSTEM INC COM2.0K shares9.62%2026-06-302026-08-04

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TDG TRANSDIGM GROUP INC COM559 shares-18.75%2026-06-302026-08-04

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NNN NNN REIT INC COM15.1K sharesnew addition2026-06-302026-08-04

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TXRH TEXAS ROADHOUSE INC COM3.3K shares77.99%2026-06-302026-08-04

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CHRW C H ROBINSON WORLDWIDE IN COM NEW3.3K shares-20.80%2026-06-302026-08-04

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ASLV ALLSPRING SPECIAL LARGE VALUE ETF19.9K shares0.00%2026-06-302026-08-04

IYW ISHARES U.S. TECHNOLOGY ETF2.4K shares-0.42%2026-06-302026-08-04

NOV NOV INC COM32.1K shares8.50%2026-06-302026-08-04

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REGN REGENERON PHARMACEUTICALS COM901 shares-12.18%2026-06-302026-08-04

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GL GLOBE LIFE INC COM3.1K shares26.26%2026-06-302026-08-04

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MHK MOHAWK INDS INC COM4.6K shares98.86%2026-06-302026-08-04

URI UNITED RENTALS INC COM484 shares-18.66%2026-06-302026-08-04

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SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF10.8K shares-10.76%2026-06-302026-08-04

PRU PRUDENTIAL FINL INC COM5.0K shares13.45%2026-06-302026-08-04

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QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF28.3K shares0.95%2026-06-302026-08-04

UHS UNIVERSAL HLTH SVCS INC CL B3.5K shares-6.02%2026-06-302026-08-04

FNF FIDELITY NATL FINL INC COM SHS11.0K shares21.79%2026-06-302026-08-04

PAYX PAYCHEX INC COM5.3K shares10.30%2026-06-302026-08-04

IVZ INVESCO LTD SHS19.6K shares18.84%2026-06-302026-08-04

Sponsored

NUTANIX INC CL A NUTANIX INC CL A10.1K shares43.03%2026-06-302026-08-04

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF6.2K shares-13.31%2026-06-302026-08-04

PB PROSPERITY BANCSHARES INC COM7.0K shares89.74%2026-06-302026-08-04

COR CENCORA INC COM1.8K shares-56.09%2026-06-302026-08-04

BXP BXP INC COM7.7K shares19.89%2026-06-302026-08-04

DATADOG INC CL A COM DATADOG INC CL A COM2.0K shares-0.10%2026-06-302026-08-04

BIIB BIOGEN INC COM2.4K shares29.13%2026-06-302026-08-04

EVRG EVERGY INC COM5.9K shares14.79%2026-06-302026-08-04

Sponsored

OMF ONEMAIN HLDGS INC COM8.3K sharesnew addition2026-06-302026-08-04

TEAM ATLASSIAN CORPORATION CL A6.5K shares82.72%2026-06-302026-08-04

HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND12.5K shares0.00%2026-06-302026-08-04

TMUS T-MOBILE US INC COM3.0K shares76.05%2026-06-302026-08-04

HPE HEWLETT PACKARD ENTERPRISE CO COM11.2K shares-1.66%2026-06-302026-08-04

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF5.1K shares-3.20%2026-06-302026-08-04

VEEV VEEVA SYS INC CL A COM2.8K shares76.98%2026-06-302026-08-04

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF2.8K shares-4.34%2026-06-302026-08-04

Sponsored

CLOUDFLARE INC CL A COM CLOUDFLARE INC CL A COM2.0K sharesnew addition2026-06-302026-08-04

ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF9.9K sharesnew addition2026-06-302026-08-04

NBIX NEUROCRINE BIOSCIENCES INC COM3.0K shares34.69%2026-06-302026-08-04

ABEV AMBEV SA SPONSORED ADR158.6K shares1.63%2026-06-302026-08-04

EXR EXTRA SPACE STORAGE INC COM3.4K shares10.75%2026-06-302026-08-04

XYLD GLOBAL X S&P 500 COVERED CALL ETF12.2K shares27.50%2026-06-302026-08-04

EXE EXPAND ENERGY CORPORATION COM5.4K shares39.42%2026-06-302026-08-04

XYL XYLEM INC COM4.2K shares46.61%2026-06-302026-08-04

Sponsored

ADOBE INC COM ADOBE INC COM2.4K shares-31.56%2026-06-302026-08-04

JEF JEFFERIES FINANCIAL GROUP INC COM9.9K shares85.04%2026-06-302026-08-04

OEF ISHARES S&P 100 ETF1.4K shares67.29%2026-06-302026-08-04

KMI KINDER MORGAN INC DEL COM15.4K shares-1.47%2026-06-302026-08-04

BALL BALL CORP COM7.9K shares111.07%2026-06-302026-08-04

VTEB VANGUARD TAX-EXEMPT BOND ETF9.7K shares2.55%2026-06-302026-08-04

CUBE CUBESMART COM12.2K sharesnew addition2026-06-302026-08-04

NYT NEW YORK TIMES CO MTN BE CL A7.0K shares14.16%2026-06-302026-08-04

Sponsored

RBLX ROBLOX CORP CL A8.9K sharesnew addition2026-06-302026-08-04

SKYY FIRST TRUST CLOUD COMPUTING ETF3.6K shares-5.68%2026-06-302026-08-04

YUM YUM BRANDS INC COM3.0K shares16.19%2026-06-302026-08-04

DOCN DIGITALOCEAN HLDGS INC COM3.1K shares-5.45%2026-06-302026-08-04

AKAMAI TECHNOLOGIES INC COM AKAMAI TECHNOLOGIES INC COM4.1K shares22.27%2026-06-302026-08-04

CW CURTISS WRIGHT CORP COM633 shares5.68%2026-06-302026-08-04

GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF5.1K shares10.61%2026-06-302026-08-04

KMX CARMAX INC COM9.0K shares18.03%2026-06-302026-08-04

Sponsored

SHW SHERWIN WILLIAMS CO COM1.4K shares-50.52%2026-06-302026-08-04

HEI.A HEICO CORP NEW CL A1.8K sharesnew addition2026-06-302026-08-04

TGTX TG THERAPEUTICS INC COM8.7K shares1.85%2026-06-302026-08-04

NXP SEMICONDUCTORS N V COM NXP SEMICONDUCTORS N V COM1.7K shares10.94%2026-06-302026-08-04

EFV ISHARES MSCI EAFE VALUE ETF6.2K shares-61.20%2026-06-302026-08-04

MEDP MEDPACE HLDGS INC COM886 shares-2.32%2026-06-302026-08-04

MKS INC. COM MKS INC. COM1.1K shares18.58%2026-06-302026-08-04

B BARRICK MNG CORP COM SHS12.7K shares0.51%2026-06-302026-08-04

Sponsored

RSG REPUBLIC SVCS INC COM2.2K shares21.65%2026-06-302026-08-04

WCN WASTE CONNECTIONS INC COM2.8K sharesnew addition2026-06-302026-08-04

SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF9.1K shares-12.88%2026-06-302026-08-04

BKR BAKER HUGHES COMPANY CL A8.3K shares12.87%2026-06-302026-08-04

F FORD MTR CO COM32.8K shares23.49%2026-06-302026-08-04

OXY OCCIDENTAL PETE CORP COM9.3K shares30.92%2026-06-302026-08-04

OMC OMNICOM GROUP INC COM6.2K shares-29.90%2026-06-302026-08-04

LYG LLOYDS BANKING GROUP PLC SPONSORED ADR77.9K shares0.34%2026-06-302026-08-04

Sponsored

FDS FACTSET RESH SYS INC COM2.0K sharesnew addition2026-06-302026-08-04

IGLD FT VEST GOLD STRATEGY TARGET INCOME ETF21.5K sharesnew addition2026-06-302026-08-04

CHE CHEMED CORP NEW COM972 sharesnew addition2026-06-302026-08-04

FEDEX FGHT HLDG CO INC COMMON STOCK FEDEX FGHT HLDG CO INC COMMON STOCK3.0K sharesnew addition2026-06-302026-08-04

BIO BIO RAD LABS INC CL A1.5K shares-0.13%2026-06-302026-08-04

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF6.9K shares18.62%2026-06-302026-08-04

PGC PEAPACK-GLADSTONE FINL CORP COM9.4K shares0.13%2026-06-302026-08-04

TPL TEXAS PACIFIC LAND CORPORATION COM1.0K shares12.92%2026-06-302026-08-04

Sponsored

FI FISERV INC COM9.0K shares-14.62%2026-06-302026-08-04

VPL VANGUARD FTSE PACIFIC ETF3.8K shares-5.61%2026-06-302026-08-04

OHI OMEGA HEALTHCARE INVS INC COM9.1K shares6.65%2026-06-302026-08-04

IQV IQVIA HLDGS INC COM2.2K shares18.95%2026-06-302026-08-04

AAPL

APPLE INC COM

4.14%

Shares420.1K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

5.43%

Shares92.0K

Event2026-06-30

Filed2026-08-04

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

1.05%

Shares305.7K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP COM

25.22%

Shares92.3K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC COM

0.03%

Shares262.5K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION COM

11.91%

Shares143.6K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TRUST SERIES I

0.24%

Shares36.3K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC COM

9.55%

Shares105.9K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC CAP STK CL A

-0.88%

Shares53.6K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-1.33%

Shares114.1K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS COM

6.11%

Shares62.1K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC CAP STK CL C

-0.68%

Shares45.1K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD S&P 500 ETF

77.27%

Shares23.2K

Event2026-06-30

Filed2026-08-04

BIZD

VANECK BDC INCOME ETF

5.96%

Shares1.2M

Event2026-06-30

Filed2026-08-04

STATE STREET SPDR S&P 500 ETF

-3.92%

Shares20.5K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO COM

-1.26%

Shares42.9K

Event2026-06-30

Filed2026-08-04

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares98.0K

Event2026-06-30

Filed2026-08-04

BROADCOM INC COM

1.91%

Shares35.0K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.21%

Shares51.9K

Event2026-06-30

Filed2026-08-04

OBDC

BLUE OWL CAPITAL CORPORATION COM

-4.45%

Shares1.1M

Event2026-06-30

Filed2026-08-04

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

0.83%

Shares376.3K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC COM

-7.08%

Shares9.8K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC COM

-2.17%

Shares27.1K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON COM

5.06%

Shares43.1K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC CL A

10.85%

Shares18.9K

Event2026-06-30

Filed2026-08-04

ISHARES CORE S&P 500 ETF

17.24%

Shares13.6K

Event2026-06-30

Filed2026-08-04

ALERIAN MLP ETF

17.12%

Shares194.4K

Event2026-06-30

Filed2026-08-04

VANGUARD LARGE-CAP ETF

-3.45%

Shares29.3K

Event2026-06-30

Filed2026-08-04

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares13

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC COM

12.70%

Shares21.9K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

-1.47%

Shares40.4K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC COM

-0.21%

Shares24.1K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO COM

-0.40%

Shares6.9K

Event2026-06-30

Filed2026-08-04

FACTORIAL ENERGY INC COM CL A

New

Shares713.0K

Event2026-06-30

Filed2026-08-04

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

3.36%

Shares177.7K

Event2026-06-30

Filed2026-08-04

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-0.34%

Shares41.0K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD SHARES

-3.50%

Shares21.0K

Event2026-06-30

Filed2026-08-04

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

98.99%

Shares137.5K

Event2026-06-30

Filed2026-08-04

ABBVIE INC COM

4.18%

Shares29.7K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES CORE S&P MID-CAP ETF

14.97%

Shares91.8K

Event2026-06-30

Filed2026-08-04

FSK

FS KKR CAP CORP COM

-18.88%

Shares643.6K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES CORE S&P SMALL CAP ETF

9.09%

Shares45.4K

Event2026-06-30

Filed2026-08-04

VISA INC COM CL A

0.81%

Shares19.5K

Event2026-06-30

Filed2026-08-04

OWL

BLUE OWL CAPITAL INC COM CL A

-11.10%

Shares712.4K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD VALUE ETF

0.73%

Shares27.7K

Event2026-06-30

Filed2026-08-04

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

-20.64%

Shares50.0K

Event2026-06-30

Filed2026-08-04

ORACLE CORP COM

2.94%

Shares40.0K

Event2026-06-30

Filed2026-08-04

ISHARES CORE MSCI EAFE ETF

-0.43%

Shares58.6K

Event2026-06-30

Filed2026-08-04

STATE STREET SPDR PORTFOLIO S&P 500 ETF

18.50%

Shares60.4K

Event2026-06-30

Filed2026-08-04

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

17.54%

Shares26.9K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC COM

-15.45%

Shares16.7K

Event2026-06-30

Filed2026-08-04

BGB

BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN

-0.44%

Shares438.6K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY COM NEW

18.37%

Shares23.4K

Event2026-06-30

Filed2026-08-04

VANGUARD TOTAL STOCK MARKET ETF

-5.01%

Shares12.7K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC COM

-0.83%

Shares8.0K

Event2026-06-30

Filed2026-08-04

FEGE

FIRST EAGLE GLOBAL EQUITY ETF

28.99%

Shares94.8K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC COM

10.06%

Shares3.8K

Event2026-06-30

Filed2026-08-04

BLACKSTONE INC COM

1.12%

Shares37.9K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

696.49%

Shares36.3K

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO COM

15.81%

Shares52.4K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP COM

-23.25%

Shares31.0K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE COM NEW

7.84%

Shares11.6K

Event2026-06-30

Filed2026-08-04

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

-0.89%

Shares102.2K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP COM

4.27%

Shares15.4K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC COM

52.49%

Shares22.9K

Event2026-06-30

Filed2026-08-04

XLG

INVESCO S&P 500 TOP 50 ETF

-0.03%

Shares66.6K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES S&P 500 GROWTH ETF

-1.28%

Shares28.3K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP COM

0.97%

Shares19.2K

Event2026-06-30

Filed2026-08-04

XLB

STATE STREET MATERIALS SELECT SECTOR SPDR ETF

421.90%

Shares75.1K

Event2026-06-30

Filed2026-08-04

XBI

STATE STREET SPDR S&P BIOTECH ETF

-12.29%

Shares23.9K

Event2026-06-30

Filed2026-08-04

GWW

WW GRAINGER INC COM

-7.08%

Shares2.7K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-7.30%

Shares44.4K

Event2026-06-30

Filed2026-08-04

PPG

PPG INDS INC COM

18.31%

Shares30.3K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION COM

24.39%

Shares22.1K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

-3.99%

Shares7.7K

Event2026-06-30

Filed2026-08-04

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

1.76%

Shares67.6K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD GROWTH ETF

513.73%

Shares41.9K

Event2026-06-30

Filed2026-08-04

CHD

CHURCH & DWIGHT CO INC COM

2.31%

Shares37.1K

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-4.49%

Shares16.3K

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING INC COM

52.60%

Shares15.9K

Event2026-06-30

Filed2026-08-04

WINN

HARBOR LONG-TERM GROWERS ETF

-0.79%

Shares109.3K

Event2026-06-30

Filed2026-08-04

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

0.11%

Shares6.6K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC COM

-9.62%

Shares30.1K

Event2026-06-30

Filed2026-08-04

GSBD

GOLDMAN SACHS BDC INC SHS

-9.21%

Shares357.0K

Event2026-06-30

Filed2026-08-04

BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

0.00%

Shares139.1K

Event2026-06-30

Filed2026-08-04

CNC

CENTENE CORP DEL COM

9.40%

Shares51.0K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO COM

2.02%

Shares22.0K

Event2026-06-30

Filed2026-08-04

BUFG

FT VEST BUFFERED ALLOCATION GROWTH ETF

0.54%

Shares109.3K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO COM

1.61%

Shares55.2K

Event2026-06-30

Filed2026-08-04

AGNC INVT CORP COM

-8.06%

Shares291.3K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC COM

-3.52%

Shares3.1K

Event2026-06-30

Filed2026-08-04

TCPC

BLACKROCK TCP CAPITAL CORP COM

-30.66%

Shares899.1K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED CL A

3.03%

Shares5.8K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP COM

-3.14%

Shares52.0K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC COM

405.30%

Shares69.1K

Event2026-06-30

Filed2026-08-04

DVY

ISHARES SELECT DIVIDEND ETF

-3.54%

Shares18.5K

Event2026-06-30

Filed2026-08-04

MCO

MOODYS CORP COM

9.12%

Shares6.3K

Event2026-06-30

Filed2026-08-04

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

37.93%

Shares61.6K

Event2026-06-30

Filed2026-08-04

DUSA

DAVIS SELECT U.S. EQUITY ETF

New

Shares49.9K

Event2026-06-30

Filed2026-08-04

IBIT

ISHARES BITCOIN TRUST ETF

5.65%

Shares83.5K

Event2026-06-30

Filed2026-08-04

GDIV

HARBOR DIVIDEND GROWTH LEADERS ETF

-4.88%

Shares148.9K

Event2026-06-30

Filed2026-08-04

VANGUARD MID-CAP ETF

303.11%

Shares33.8K

Event2026-06-30

Filed2026-08-04

CHUBB LIMITED COM

5.88%

Shares7.8K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC COM

9.64%

Shares29.9K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66 COM

135.25%

Shares15.5K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV N Y REGISTRY SHS

-16.60%

Shares1.3K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC COM

7.32%

Shares3.5K

Event2026-06-30

Filed2026-08-04

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

7.86%

Shares47.2K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES CORE HIGH DIVIDEND ETF

399.99%

Shares90.3K

Event2026-06-30

Filed2026-08-04

KRYS

KRYSTAL BIOTECH INC COM

159.74%

Shares6.5K

Event2026-06-30

Filed2026-08-04

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

8.38%

Shares15.2K

Event2026-06-30

Filed2026-08-04

IBB

ISHARES BIOTECHNOLOGY ETF

-0.13%

Shares12.6K

Event2026-06-30

Filed2026-08-04

PEG

PUBLIC SVC ENTERPRISE GROUP COM

222.87%

Shares29.6K

Event2026-06-30

Filed2026-08-04

BRO

BROWN & BROWN INC COM

13.47%

Shares37.4K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION COM

-0.74%

Shares2.6K

Event2026-06-30

Filed2026-08-04

BCX

BLACKROCK RES & COMMODITIES ST SHS

522.03%

Shares210.1K

Event2026-06-30

Filed2026-08-04

IBTI

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

0.00%

Shares106.2K

Event2026-06-30

Filed2026-08-04

TLTW

ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF

1.51%

Shares104.9K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL COM

-12.79%

Shares12.1K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES RUSSELL 2000 ETF

-8.65%

Shares7.6K

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP CL A

20.41%

Shares12.8K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES RUSSELL 1000 GROWTH ETF

272.41%

Shares18.1K

Event2026-06-30

Filed2026-08-04

FDX

FEDEX CORP COM

8.25%

Shares7.1K

Event2026-06-30

Filed2026-08-04

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.25%

Shares6.1K

Event2026-06-30

Filed2026-08-04

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

0.02%

Shares17.4K

Event2026-06-30

Filed2026-08-04

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

-10.74%

Shares20.6K

Event2026-06-30

Filed2026-08-04

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares14.5K

Event2026-06-30

Filed2026-08-04

FIX

COMFORT SYS USA INC COM

25.48%

Shares1.1K

Event2026-06-30

Filed2026-08-04

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-1.07%

Shares32.2K

Event2026-06-30

Filed2026-08-04

SPGP

INVESCO S&P 500 GARP ETF

0.06%

Shares17.9K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW COM

-19.41%

Shares14.2K

Event2026-06-30

Filed2026-08-04

TEL

TE CONNECTIVITY PLC ORD SHS

-4.15%

Shares10.7K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC COM NEW

-2.79%

Shares15.1K

Event2026-06-30

Filed2026-08-04

UCON

FIRST TRUST SMITH UNCONSTRAINED BOND ETF

-5.37%

Shares84.9K

Event2026-06-30

Filed2026-08-04

WDC

WESTERN DIGITAL CORP COM

9.45%

Shares3.3K

Event2026-06-30

Filed2026-08-04

IVE

ISHARES S&P 500 VALUE ETF

-17.31%

Shares9.2K

Event2026-06-30

Filed2026-08-04

IEUR

ISHARES CORE MSCI EUROPE ETF

25.06%

Shares27.7K

Event2026-06-30

Filed2026-08-04

KFY

KORN FERRY COM NEW

0.76%

Shares31.3K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC COM

9.87%

Shares1.9K

Event2026-06-30

Filed2026-08-04

GPZ

VANECK ALTERNATIVE ASSET MANAGER ETF

23.19%

Shares95.4K

Event2026-06-30

Filed2026-08-04

VFH

VANGUARD FINANCIALS ETF

0.27%

Shares15.4K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO COM

0.35%

Shares21.1K

Event2026-06-30

Filed2026-08-04

MEDTRONIC PLC SHS

12.22%

Shares25.5K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC COM

-34.12%

Shares16.9K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION COM

-7.44%

Shares10.5K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC COM

57.34%

Shares4.7K

Event2026-06-30

Filed2026-08-04

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

29.91%

Shares5.6K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB US DIVIDEND EQUITY ETF

11.87%

Shares60.7K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

-1.79%

Shares22.9K

Event2026-06-30

Filed2026-08-04

COCA COLA CO COM

13.33%

Shares23.6K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

1.65%

Shares26.8K

Event2026-06-30

Filed2026-08-04

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

13.22%

Shares10.3K

Event2026-06-30

Filed2026-08-04

NMFC

NEW MTN FIN CORP COM

-1.70%

Shares266.5K

Event2026-06-30

Filed2026-08-04

ANET

ARISTA NETWORKS INC COM SHS

-8.32%

Shares11.0K

Event2026-06-30

Filed2026-08-04

AMT

AMERICAN TOWER CORP COM

23.11%

Shares11.4K

Event2026-06-30

Filed2026-08-04

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

2.04%

Shares15.9K

Event2026-06-30

Filed2026-08-04

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

-11.14%

Shares30.1K

Event2026-06-30

Filed2026-08-04

SNPS

SYNOPSYS INC COM

51.44%

Shares4.0K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC SHS

-12.34%

Shares4.2K

Event2026-06-30

Filed2026-08-04

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

26.82%

Shares10.8K

Event2026-06-30

Filed2026-08-04

NVCR

NOVOCURE LTD ORD SHS

647.77%

Shares117.2K

Event2026-06-30

Filed2026-08-04

NETFLIX INC. COM

-19.97%

Shares24.9K

Event2026-06-30

Filed2026-08-04

VANGUARD SMALL-CAP ETF

-0.48%

Shares5.8K

Event2026-06-30

Filed2026-08-04

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

-4.54%

Shares14.1K

Event2026-06-30

Filed2026-08-04

IUSV

ISHARES CORE S&P US VALUE ETF

21.85%

Shares16.0K

Event2026-06-30

Filed2026-08-04

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-1.58%

Shares28.6K

Event2026-06-30

Filed2026-08-04

SOUTHERN CO COM

216.11%

Shares18.2K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC SHS

29.39%

Shares3.3K

Event2026-06-30

Filed2026-08-04

NEM

NEWMONT CORP COM

15.30%

Shares18.1K

Event2026-06-30

Filed2026-08-04

MMC

MARSH & MCLENNAN COS INC COM

-9.18%

Shares9.9K

Event2026-06-30

Filed2026-08-04

ESGU

ISHARES ESG AWARE MSCI USA ETF

0.05%

Shares10.1K

Event2026-06-30

Filed2026-08-04

HONEYWELL INTL INC COM

New

Shares7.4K

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.01%

Shares56.0K

Event2026-06-30

Filed2026-08-04

HONEYWELL AEROSPACE INC COM

New

Shares7.4K

Event2026-06-30

Filed2026-08-04

PCG

PG&E CORP COM

36.78%

Shares96.8K

Event2026-06-30

Filed2026-08-04

BRC

BRADY CORP CL A

-0.08%

Shares17.7K

Event2026-06-30

Filed2026-08-04

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

4.12%

Shares26.2K

Event2026-06-30

Filed2026-08-04

FTCB

FIRST TRUST CORE INVESTMENT GRADE ETF

-1.53%

Shares77.3K

Event2026-06-30

Filed2026-08-04

VANGUARD RUSSELL 2000 ETF

2.55%

Shares13.2K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP COM NEW

43.18%

Shares3.7K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC COM

-10.11%

Shares11.7K

Event2026-06-30

Filed2026-08-04

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-43.19%

Shares16.9K

Event2026-06-30

Filed2026-08-04

EIX

EDISON INTL COM

10.37%

Shares20.8K

Event2026-06-30

Filed2026-08-04

FREEPORT MCMORAN INC CL B

25.38%

Shares24.6K

Event2026-06-30

Filed2026-08-04

GENERAL MTRS CO COM

6.98%

Shares19.8K

Event2026-06-30

Filed2026-08-04

BANK OF NY MELLON CORP COM

-11.22%

Shares10.5K

Event2026-06-30

Filed2026-08-04

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-13.77%

Shares29.0K

Event2026-06-30

Filed2026-08-04

VANECK GOLD MINERS ETF

218.81%

Shares20.1K

Event2026-06-30

Filed2026-08-04

GUNR

FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND

0.80%

Shares30.6K

Event2026-06-30

Filed2026-08-04

PNC

PNC FINL SVCS GROUP INC COM

30.23%

Shares6.1K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC COM

-4.36%

Shares4.1K

Event2026-06-30

Filed2026-08-04

VRTX

VERTEX PHARMACEUTICALS INC COM

18.70%

Shares3.0K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC CL B

144.01%

Shares13.7K

Event2026-06-30

Filed2026-08-04

AXON

AXON ENTERPRISE INC COM

6.48%

Shares2.6K

Event2026-06-30

Filed2026-08-04

COP

CONOCOPHILLIPS COM

5.24%

Shares14.1K

Event2026-06-30

Filed2026-08-04

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

3.74%

Shares9.8K

Event2026-06-30

Filed2026-08-04

BDX

BECTON DICKINSON & CO COM

-7.26%

Shares9.4K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC CL A

4.02%

Shares1.9K

Event2026-06-30

Filed2026-08-04

IAU

ISHARES GOLD TRUST

3.21%

Shares18.6K

Event2026-06-30

Filed2026-08-04

SMH

VANECK SEMICONDUCTOR ETF

-25.51%

Shares2.1K

Event2026-06-30

Filed2026-08-04

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

0.00%

Shares34.5K

Event2026-06-30

Filed2026-08-04

OKE

ONEOK INC NEW COM

66.61%

Shares16.0K

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC COM

11.97%

Shares1.9K

Event2026-06-30

Filed2026-08-04

SNDK

SANDISK CORP COM

-32.36%

Shares600

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC COM

5.20%

Shares1.4K

Event2026-06-30

Filed2026-08-04

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-9.13%

Shares23.9K

Event2026-06-30

Filed2026-08-04

ABNB

AIRBNB INC COM CL A

65.79%

Shares9.4K

Event2026-06-30

Filed2026-08-04

JBHT

HUNT J B TRANS SVCS INC COM

17.51%

Shares4.7K

Event2026-06-30

Filed2026-08-04

FTHY

FIRST TR HIGH YIELD OPPRT 2027 COM

2.63%

Shares97.7K

Event2026-06-30

Filed2026-08-04

SOXX

ISHARES SEMICONDUCTOR ETF

-85.14%

Shares2.1K

Event2026-06-30

Filed2026-08-04

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

7.23%

Shares29.2K

Event2026-06-30

Filed2026-08-04

AEP

AMERICAN ELEC PWR CO INC COM

78.52%

Shares9.6K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG SPONSORED ADR

-8.19%

Shares8.3K

Event2026-06-30

Filed2026-08-04

OTIS

OTIS WORLDWIDE CORP COM

86.02%

Shares18.0K

Event2026-06-30

Filed2026-08-04

NLY

ANNALY CAPITAL MANAGEMENT INC COM NEW

-5.53%

Shares57.2K

Event2026-06-30

Filed2026-08-04

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

29.77%

Shares1.3K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC COM

1.44%

Shares5.0K

Event2026-06-30

Filed2026-08-04

CVS

CVS HEALTH CORP COM

24.84%

Shares12.3K

Event2026-06-30

Filed2026-08-04

ASTRAZENECA PLC ORD

-10.93%

Shares6.7K

Event2026-06-30

Filed2026-08-04

TER

TERADYNE INC COM

16.58%

Shares2.6K

Event2026-06-30

Filed2026-08-04

CEG

CONSTELLATION ENERGY CORP COM

-9.08%

Shares5.0K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP COM

4.85%

Shares4.5K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC COM

-10.80%

Shares5.6K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC COM

-1.31%

Shares7.8K

Event2026-06-30

Filed2026-08-04

SCHZ

SCHWAB US AGGREGATE BOND ETF

27.59%

Shares52.3K

Event2026-06-30

Filed2026-08-04

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

3.77%

Shares22.9K

Event2026-06-30

Filed2026-08-04

ICE

INTERCONTINENTAL EXCHANGE INC COM

-29.56%

Shares9.7K

Event2026-06-30

Filed2026-08-04

GOVT

ISHARES U.S. TREASURY BOND ETF

-1.90%

Shares52.0K

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO COM

10.98%

Shares12.9K

Event2026-06-30

Filed2026-08-04

WASTE MGMT INC DEL COM

-0.94%

Shares5.3K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP COM

-6.13%

Shares3.3K

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC COM NEW

18.22%

Shares12.4K

Event2026-06-30

Filed2026-08-04

UNILEVER PLC SPON ADR NEW

-19.10%

Shares19.4K

Event2026-06-30

Filed2026-08-04

TOL

TOLL BROTHERS INC COM

7.19%

Shares7.1K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD SMALL CAP VALUE ETF

0.04%

Shares4.8K

Event2026-06-30

Filed2026-08-04

ELV

ELEVANCE HEALTH INC FORMERLY A COM

-8.72%

Shares3.0K

Event2026-06-30

Filed2026-08-04

BP PLC SPONSORED ADR

-6.76%

Shares30.7K

Event2026-06-30

Filed2026-08-04

SHOP

SHOPIFY INC CL A SUB VTG SHS

16.46%

Shares9.6K

Event2026-06-30

Filed2026-08-04

LYB

LYONDELLBASELL INDUSTRIES NV SHS - A -

73.07%

Shares20.8K

Event2026-06-30

Filed2026-08-04

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-30.23%

Shares13.2K

Event2026-06-30

Filed2026-08-04

VRT

VERTIV HOLDINGS CO COM CL A

39.04%

Shares3.2K

Event2026-06-30

Filed2026-08-04

MSCI

MSCI INC COM

-15.30%

Shares1.9K

Event2026-06-30

Filed2026-08-04

BOEING CO COM

29.88%

Shares5.0K

Event2026-06-30

Filed2026-08-04

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

4.31%

Shares11.1K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC COM

5.99%

Shares5.8K

Event2026-06-30

Filed2026-08-04

CFG

CITIZENS FINL GROUP INC COM

37.69%

Shares15.3K

Event2026-06-30

Filed2026-08-04

WMB

WILLIAMS COS INC COM

-5.05%

Shares14.2K

Event2026-06-30

Filed2026-08-04

EXPE

EXPEDIA GROUP INC COM NEW

9.36%

Shares4.1K

Event2026-06-30

Filed2026-08-04

URA

GLOBAL X URANIUM ETF

-11.49%

Shares24.1K

Event2026-06-30

Filed2026-08-04

DVYE

ISHARES EMERGING MARKETS DIVIDEND ETF

New

Shares32.5K

Event2026-06-30

Filed2026-08-04

SLB

SLB LIMITED COM STK

-4.93%

Shares22.4K

Event2026-06-30

Filed2026-08-04

CHYM

CHIME FINL INC COM SHS CL A

0.00%

Shares50.5K

Event2026-06-30

Filed2026-08-04

SHEL

SHELL PLC SPON ADS

0.01%

Shares13.3K

Event2026-06-30

Filed2026-08-04

QNITY ELECTRONICS INC COMMON STOCK

-17.84%

Shares6.3K

Event2026-06-30

Filed2026-08-04

ZOOM COMMUNICATIONS INC CL A

19.93%

Shares11.9K

Event2026-06-30

Filed2026-08-04

FTI

TECHNIPFMC PLC COM

1.60%

Shares15.4K

Event2026-06-30

Filed2026-08-04

IWR

ISHARES RUSSELL MIDCAP ETF

-0.29%

Shares9.2K

Event2026-06-30

Filed2026-08-04

IRM

IRON MTN INC DEL COM

New

Shares8.1K

Event2026-06-30

Filed2026-08-04

NFRA

FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND

4.72%

Shares15.8K

Event2026-06-30

Filed2026-08-04

CALF

PACER US SMALL CAP CASH COWS ETF

-4.12%

Shares19.9K

Event2026-06-30

Filed2026-08-04

UBER

UBER TECHNOLOGIES INC COM

-5.26%

Shares14.0K

Event2026-06-30

Filed2026-08-04

DOLLAR GEN CORP COM

-8.21%

Shares8.7K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP COM

-6.74%

Shares2.0K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC COM

-14.89%

Shares2.0K

Event2026-06-30

Filed2026-08-04

SNOWFLAKE INC COM SHS

15.97%

Shares3.9K

Event2026-06-30

Filed2026-08-04

ACYN

FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF

New

Shares47.4K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC COM

8.16%

Shares6.4K

Event2026-06-30

Filed2026-08-04

EFG

ISHARES MSCI EAFE GROWTH ETF

2.28%

Shares7.9K

Event2026-06-30

Filed2026-08-04

ACWI

ISHARES MSCI ACWI ETF

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-04

UAL

UNITED AIRLS HLDGS INC COM

3.68%

Shares7.2K

Event2026-06-30

Filed2026-08-04

PLD

PROLOGIS INC. COM

-14.00%

Shares7.2K

Event2026-06-30

Filed2026-08-04

USB

US BANCORP COM NEW

-0.11%

Shares16.0K

Event2026-06-30

Filed2026-08-04

AON

AON PLC SHS CL A

205.99%

Shares2.9K

Event2026-06-30

Filed2026-08-04

ENERGY TRANSFER L P COM UT LTD PTN

0.34%

Shares50.3K

Event2026-06-30

Filed2026-08-04

HCA

HCA HEALTHCARE INC COM

-4.13%

Shares2.5K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC COM NEW

7.01%

Shares2.4K

Event2026-06-30

Filed2026-08-04

EVERSOURCE ENERGY COM

254.07%

Shares13.2K

Event2026-06-30

Filed2026-08-04

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

-5.92%

Shares25.6K

Event2026-06-30

Filed2026-08-04

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares5.6K

Event2026-06-30

Filed2026-08-04

EME

EMCOR GROUP INC COM

31.64%

Shares1.1K

Event2026-06-30

Filed2026-08-04

CIEN

CIENA CORP COM NEW

-3.94%

Shares1.9K

Event2026-06-30

Filed2026-08-04

DHI

D R HORTON INC COM

6.05%

Shares5.8K

Event2026-06-30

Filed2026-08-04

CMCSA

COMCAST CORP NEW CL A

-23.10%

Shares38.3K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION COM

-28.02%

Shares3.0K

Event2026-06-30

Filed2026-08-04

3M CO COM

4.53%

Shares5.8K

Event2026-06-30

Filed2026-08-04

FMX

FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS

-2.44%

Shares7.3K

Event2026-06-30

Filed2026-08-04

PARKER-HANNIFIN CORP COM

41.57%

Shares957

Event2026-06-30

Filed2026-08-04

INCY

INCYTE CORP COM

0.82%

Shares8.2K

Event2026-06-30

Filed2026-08-04

TRAVELERS COMPANIES INC COM

14.27%

Shares2.8K

Event2026-06-30

Filed2026-08-04

WDAY

WORKDAY INC CL A

18.56%

Shares7.6K

Event2026-06-30

Filed2026-08-04

MRVL

MARVELL TECHNOLOGY INC COM

-9.56%

Shares3.1K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

-0.70%

Shares10.8K

Event2026-06-30

Filed2026-08-04

WPM

WHEATON PRECIOUS METALS CORP COM

18.02%

Shares8.1K

Event2026-06-30

Filed2026-08-04

IAT

ISHARES U.S. REGIONAL BANKS ETF

0.00%

Shares14.5K

Event2026-06-30

Filed2026-08-04

EPD

ENTERPRISE PRODS PARTNERS L P COM

14.75%

Shares24.5K

Event2026-06-30

Filed2026-08-04

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

0.00%

Shares17.4K

Event2026-06-30

Filed2026-08-04

IBTH

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

0.00%

Shares40.0K

Event2026-06-30

Filed2026-08-04

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

4.27%

Shares11.3K

Event2026-06-30

Filed2026-08-04

MBB

ISHARES MBS ETF

10.03%

Shares9.4K

Event2026-06-30

Filed2026-08-04

AXP

AMERICAN EXPRESS CO COM

-0.15%

Shares2.6K

Event2026-06-30

Filed2026-08-04

CONSOLIDATED EDISON INC COM

16.02%

Shares7.9K

Event2026-06-30

Filed2026-08-04

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

-21.79%

Shares16.6K

Event2026-06-30

Filed2026-08-04

SBUX

STARBUCKS CORP COM

-15.20%

Shares8.6K

Event2026-06-30

Filed2026-08-04

WEYERHAEUSER CO COM NEW

6.80%

Shares36.5K

Event2026-06-30

Filed2026-08-04

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

108.43%

Shares23.3K

Event2026-06-30

Filed2026-08-04

THE CIGNA GROUP COM

-24.69%

Shares3.1K

Event2026-06-30

Filed2026-08-04

CGGR

CAPITAL GROUP GROWTH ETF

6.21%

Shares17.9K

Event2026-06-30

Filed2026-08-04

BKNG

BOOKING HOLDINGS INC COM

2893.59%

Shares4.7K

Event2026-06-30

Filed2026-08-04

FICO

FAIR ISAAC CORP COM

11.22%

Shares684

Event2026-06-30

Filed2026-08-04

SPOTIFY TECHNOLOGY S A SHS

1.72%

Shares1.8K

Event2026-06-30

Filed2026-08-04

MCK

MCKESSON CORP COM

-2.44%

Shares1.1K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC CL A

-26.84%

Shares7.0K

Event2026-06-30

Filed2026-08-04

FMAY

FT VEST U.S. EQUITY BUFFER FUND - MAY

-0.69%

Shares14.4K

Event2026-06-30

Filed2026-08-04

IGM

ISHARES EXPANDED TECH SECTOR ETF

-10.54%

Shares4.9K

Event2026-06-30

Filed2026-08-04

IWB

ISHARES RUSSELL 1000 ETF

-0.30%

Shares2.0K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC SHS

1.24%

Shares1.6K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC COM

-4.37%

Shares6.3K

Event2026-06-30

Filed2026-08-04

MLI

MUELLER INDS INC COM

54.17%

Shares6.5K

Event2026-06-30

Filed2026-08-04

HAL

HALLIBURTON CO COM

38.24%

Shares23.4K

Event2026-06-30

Filed2026-08-04

IMO

IMPERIAL OIL LTD COM NEW

2.62%

Shares7.0K

Event2026-06-30

Filed2026-08-04

CANADIAN PACIFIC KANSAS CITY COM

57.21%

Shares9.1K

Event2026-06-30

Filed2026-08-04

AMERIPRISE FINL INC COM

-21.71%

Shares1.7K

Event2026-06-30

Filed2026-08-04

DKNG

DRAFTKINGS INC NEW COM CL A

121.14%

Shares30.8K

Event2026-06-30

Filed2026-08-04

QTEC

FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-04

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

73.91%

Shares18.7K

Event2026-06-30

Filed2026-08-04

OWENS CORNING NEW COM

76.79%

Shares4.8K

Event2026-06-30

Filed2026-08-04

JOHNSON CTLS INTL PLC SHS

42.75%

Shares5.3K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC COM

-29.64%

Shares2.3K

Event2026-06-30

Filed2026-08-04

UTF

COHEN & STEERS INFRASTRUCTURE COM

New

Shares27.8K

Event2026-06-30

Filed2026-08-04

CRS

CARPENTER TECHNOLOGY CORP COM

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

VONV

VANGUARD RUSSELL 1000 VALUE ETF

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-04

CDNS

CADENCE DESIGN SYSTEM INC COM

9.62%

Shares2.0K

Event2026-06-30

Filed2026-08-04

EXC

EXELON CORP COM

-1.83%

Shares16.4K

Event2026-06-30

Filed2026-08-04

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

-0.37%

Shares9.3K

Event2026-06-30

Filed2026-08-04

KKR

KKR & CO INC COM

-3.22%

Shares8.3K

Event2026-06-30

Filed2026-08-04

FITB

FIFTH THIRD BANCORP COM

-0.60%

Shares13.5K

Event2026-06-30

Filed2026-08-04

DTE

DTE ENERGY CO COM

216.66%

Shares5.0K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC COM

71.44%

Shares10.5K

Event2026-06-30

Filed2026-08-04

EVR

EVERCORE INC CLASS A

54.28%

Shares2.2K

Event2026-06-30

Filed2026-08-04

FNY

FIRST TRUST MID CAP GROWTH ALPHADEX FUND

-1.46%

Shares6.8K

Event2026-06-30

Filed2026-08-04

TDG

TRANSDIGM GROUP INC COM

-18.75%

Shares559

Event2026-06-30

Filed2026-08-04

MDLZ

MONDELEZ INTL INC CL A

0.20%

Shares12.8K

Event2026-06-30

Filed2026-08-04

CME

CME GROUP INC COM

0.72%

Shares3.4K

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

4.78%

Shares26.6K

Event2026-06-30

Filed2026-08-04

CBRE

CBRE GROUP INC CL A

117.32%

Shares5.4K

Event2026-06-30

Filed2026-08-04

LABCORP HOLDINGS INC COM SHS

-3.70%

Shares2.6K

Event2026-06-30

Filed2026-08-04

CRH

CRH PLC ORD

-1.99%

Shares6.8K

Event2026-06-30

Filed2026-08-04

ALL

ALLSTATE CORP COM

-27.61%

Shares3.0K

Event2026-06-30

Filed2026-08-04

BLCR

ISHARES LARGE CAP CORE ACTIVE ETF

3.26%

Shares14.2K

Event2026-06-30

Filed2026-08-04

DEERE & CO COM

47.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

NNN

NNN REIT INC COM

New

Shares15.1K

Event2026-06-30

Filed2026-08-04

SMIG

BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF

-21.09%

Shares21.4K

Event2026-06-30

Filed2026-08-04

AMKR

AMKOR TECHNOLOGY INC COM

-14.59%

Shares8.1K

Event2026-06-30

Filed2026-08-04

FNV

FRANCO NEV CORP COM

23.94%

Shares3.3K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES MSCI EAFE ETF

-22.84%

Shares6.6K

Event2026-06-30

Filed2026-08-04

IFF

INTERNATIONAL FLAVORS&FRAGRANC COM

0.82%

Shares8.6K

Event2026-06-30

Filed2026-08-04

AME

AMETEK INC COM

-3.95%

Shares2.8K

Event2026-06-30

Filed2026-08-04

MAS

MASCO CORP COM

7.22%

Shares8.4K

Event2026-06-30

Filed2026-08-04

VIK

VIKING HOLDINGS LTD ORD SHS

44.77%

Shares6.5K

Event2026-06-30

Filed2026-08-04

CARR

CARRIER GLOBAL CORPORATION COM

11.97%

Shares9.2K

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC COM

28.46%

Shares3.0K

Event2026-06-30

Filed2026-08-04

ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF

New

Shares23.6K

Event2026-06-30

Filed2026-08-04

ROK

ROCKWELL AUTOMATION INC COM

-12.14%

Shares1.3K

Event2026-06-30

Filed2026-08-04

DEO

DIAGEO PLC SPON ADR NEW

73.24%

Shares8.2K

Event2026-06-30

Filed2026-08-04

NTRA

NATERA INC COM

13.18%

Shares2.4K

Event2026-06-30

Filed2026-08-04

ADI

ANALOG DEVICES INC COM

6.34%

Shares1.6K

Event2026-06-30

Filed2026-08-04

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

14.13%

Shares4.7K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW COM NEW

75.60%

Shares5.1K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP COM NEW

973.00%

Shares2.1K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES NATIONAL MUNI BOND ETF

32.37%

Shares6.0K

Event2026-06-30

Filed2026-08-04

DELL

DELL TECHNOLOGIES INC CL C

1.08%

Shares1.5K

Event2026-06-30

Filed2026-08-04

VLO

VALERO ENERGY CORP COM

58.52%

Shares2.5K

Event2026-06-30

Filed2026-08-04

TXRH

TEXAS ROADHOUSE INC COM

77.99%

Shares3.3K

Event2026-06-30

Filed2026-08-04

ALIBABA GROUP HLDG LTD SPONSORED ADS

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-04

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

-33.20%

Shares14.7K

Event2026-06-30

Filed2026-08-04

ILMN

ILLUMINA INC COM

0.92%

Shares3.6K

Event2026-06-30

Filed2026-08-04

LAMR

LAMAR ADVERTISING CO CL A

12.00%

Shares4.0K

Event2026-06-30

Filed2026-08-04

TGT

TARGET CORP COM

50.75%

Shares4.8K

Event2026-06-30

Filed2026-08-04

HAS

HASBRO INC COM

35.45%

Shares7.6K

Event2026-06-30

Filed2026-08-04

LEN

LENNAR CORP CL A

7.55%

Shares6.9K

Event2026-06-30

Filed2026-08-04

BUFQ

FT VEST LADDERED NASDAQ BUFFER ETF

3.70%

Shares15.8K

Event2026-06-30

Filed2026-08-04

RBRK

RUBRIK INC. CL A

New

Shares7.7K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC COM

35.66%

Shares25.7K

Event2026-06-30

Filed2026-08-04

CHRW

C H ROBINSON WORLDWIDE IN COM NEW

-20.80%

Shares3.3K

Event2026-06-30

Filed2026-08-04

MOH

MOLINA HEALTHCARE INC COM

New

Shares2.7K

Event2026-06-30

Filed2026-08-04

MTZ

MASTEC INC COM

0.69%

Shares1.5K

Event2026-06-30

Filed2026-08-04

CHTR

CHARTER COMMUNICATIONS INC CL A

38.77%

Shares4.2K

Event2026-06-30

Filed2026-08-04

ATO

ATMOS ENERGY CORP COM

56.29%

Shares3.5K

Event2026-06-30

Filed2026-08-04

KEYS

KEYSIGHT TECHNOLOGIES INC COM

1.25%

Shares1.7K

Event2026-06-30

Filed2026-08-04

ASLV

ALLSPRING SPECIAL LARGE VALUE ETF

0.00%

Shares19.9K

Event2026-06-30

Filed2026-08-04

IYW

ISHARES U.S. TECHNOLOGY ETF

-0.42%

Shares2.4K

Event2026-06-30

Filed2026-08-04

NOV

NOV INC COM

8.50%

Shares32.1K

Event2026-06-30

Filed2026-08-04

TPR

TAPESTRY INC COM

13.70%

Shares4.1K

Event2026-06-30

Filed2026-08-04

MNST

MONSTER BEVERAGE CORP NEW COM

1.65%

Shares6.2K

Event2026-06-30

Filed2026-08-04

DVN

DEVON ENERGY CORP NEW COM

41.72%

Shares14.3K

Event2026-06-30

Filed2026-08-04

SYY

SYSCO CORP COM

55.45%

Shares7.0K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC COM

-48.95%

Shares5.9K

Event2026-06-30

Filed2026-08-04

VRSN

VERISIGN INC COM

154.98%

Shares2.3K

Event2026-06-30

Filed2026-08-04

EQIX

EQUINIX INC COM

39.95%

Shares557

Event2026-06-30

Filed2026-08-04

NUE

NUCOR CORP COM

5.17%

Shares2.6K

Event2026-06-30

Filed2026-08-04

LHX

L3HARRIS TECHNOLOGIES INC COM

67.96%

Shares2.0K

Event2026-06-30

Filed2026-08-04

COO

COOPER COS INC COM

83.74%

Shares8.1K

Event2026-06-30

Filed2026-08-04

RKLB

ROCKET LAB CORP COM

-34.52%

Shares5.7K

Event2026-06-30

Filed2026-08-04

VLTO

VERALTO CORP COM SHS

14.83%

Shares6.5K

Event2026-06-30

Filed2026-08-04

LULU

LULULEMON ATHLETICA INC COM

-31.75%

Shares5.0K

Event2026-06-30

Filed2026-08-04

MDB

MONGODB INC CL A

50.88%

Shares1.7K

Event2026-06-30

Filed2026-08-04

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

12.03%

Shares5.8K

Event2026-06-30

Filed2026-08-04

HLN

HALEON PLC SPON ADS

-2.63%

Shares61.3K

Event2026-06-30

Filed2026-08-04

IYT

ISHARES US TRANSPORTATION ETF

New

Shares6.6K

Event2026-06-30

Filed2026-08-04

WTW

WILLIS TOWERS WATSON PLC LTD SHS

-9.21%

Shares2.2K

Event2026-06-30

Filed2026-08-04

RDDT

REDDIT INC CL A

New

Shares3.3K

Event2026-06-30

Filed2026-08-04

EOG

EOG RES INC COM

167.75%

Shares4.4K

Event2026-06-30

Filed2026-08-04

REGN

REGENERON PHARMACEUTICALS COM

-12.18%

Shares901

Event2026-06-30

Filed2026-08-04

ROST

ROSS STORES INC COM

103.49%

Shares2.6K

Event2026-06-30

Filed2026-08-04

HLT

HILTON WORLDWIDE HLDGS INC COM

20.37%

Shares1.7K

Event2026-06-30

Filed2026-08-04

GLOBE LIFE INC COM

26.26%

Shares3.1K

Event2026-06-30

Filed2026-08-04

XTEN

BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF

4.35%

Shares12.2K

Event2026-06-30

Filed2026-08-04

MHK

MOHAWK INDS INC COM

98.86%

Shares4.6K

Event2026-06-30

Filed2026-08-04

URI

UNITED RENTALS INC COM

-18.66%

Shares484

Event2026-06-30

Filed2026-08-04

BWA

BORGWARNER INC COM

10.16%

Shares8.2K

Event2026-06-30

Filed2026-08-04

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

-10.76%

Shares10.8K

Event2026-06-30

Filed2026-08-04

PRU

PRUDENTIAL FINL INC COM

13.45%

Shares5.0K

Event2026-06-30

Filed2026-08-04

GARTNER INC COM

64.65%

Shares4.2K

Event2026-06-30

Filed2026-08-04

AZO

AUTOZONE INC COM

63.11%

Shares168

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES COM

72.55%

Shares5.9K

Event2026-06-30

Filed2026-08-04

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

6.34%

Shares9.2K

Event2026-06-30

Filed2026-08-04

HST

HOST HOTELS & RESORTS INC COM

100.94%

Shares22.2K

Event2026-06-30

Filed2026-08-04

QYLD

GLOBAL X NASDAQ 100 COVERED CALL ETF

0.95%

Shares28.3K

Event2026-06-30

Filed2026-08-04

UHS

UNIVERSAL HLTH SVCS INC CL B

-6.02%

Shares3.5K

Event2026-06-30

Filed2026-08-04

FNF

FIDELITY NATL FINL INC COM SHS

21.79%

Shares11.0K

Event2026-06-30

Filed2026-08-04

PAYX

PAYCHEX INC COM

10.30%

Shares5.3K

Event2026-06-30

Filed2026-08-04

IVZ

INVESCO LTD SHS

18.84%

Shares19.6K

Event2026-06-30

Filed2026-08-04

NUTANIX INC CL A

43.03%

Shares10.1K

Event2026-06-30

Filed2026-08-04

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-13.31%

Shares6.2K

Event2026-06-30

Filed2026-08-04

PROSPERITY BANCSHARES INC COM

89.74%

Shares7.0K

Event2026-06-30

Filed2026-08-04

COR

CENCORA INC COM

-56.09%

Shares1.8K

Event2026-06-30

Filed2026-08-04

BXP

BXP INC COM

19.89%

Shares7.7K

Event2026-06-30

Filed2026-08-04

DATADOG INC CL A COM

-0.10%

Shares2.0K

Event2026-06-30

Filed2026-08-04

BIIB

BIOGEN INC COM

29.13%

Shares2.4K

Event2026-06-30

Filed2026-08-04

EVRG

EVERGY INC COM

14.79%

Shares5.9K

Event2026-06-30

Filed2026-08-04

OMF

ONEMAIN HLDGS INC COM

New

Shares8.3K

Event2026-06-30

Filed2026-08-04

TEAM

ATLASSIAN CORPORATION CL A

82.72%

Shares6.5K

Event2026-06-30

Filed2026-08-04

HYGV

FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND

0.00%

Shares12.5K

Event2026-06-30

Filed2026-08-04

TMUS

T-MOBILE US INC COM

76.05%

Shares3.0K

Event2026-06-30

Filed2026-08-04

HPE

HEWLETT PACKARD ENTERPRISE CO COM

-1.66%

Shares11.2K

Event2026-06-30

Filed2026-08-04

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

-3.20%

Shares5.1K

Event2026-06-30

Filed2026-08-04

VEEV

VEEVA SYS INC CL A COM

76.98%

Shares2.8K

Event2026-06-30

Filed2026-08-04

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

-4.34%

Shares2.8K

Event2026-06-30

Filed2026-08-04

CLOUDFLARE INC CL A COM

New

Shares2.0K

Event2026-06-30

Filed2026-08-04

ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF

New

Shares9.9K

Event2026-06-30

Filed2026-08-04

NBIX

NEUROCRINE BIOSCIENCES INC COM

34.69%

Shares3.0K

Event2026-06-30

Filed2026-08-04

ABEV

AMBEV SA SPONSORED ADR

1.63%

Shares158.6K

Event2026-06-30

Filed2026-08-04

EXR

EXTRA SPACE STORAGE INC COM

10.75%

Shares3.4K

Event2026-06-30

Filed2026-08-04

XYLD

GLOBAL X S&P 500 COVERED CALL ETF

27.50%

Shares12.2K

Event2026-06-30

Filed2026-08-04

EXE

EXPAND ENERGY CORPORATION COM

39.42%

Shares5.4K

Event2026-06-30

Filed2026-08-04

XYL

XYLEM INC COM

46.61%

Shares4.2K

Event2026-06-30

Filed2026-08-04

ADOBE INC COM

-31.56%

Shares2.4K

Event2026-06-30

Filed2026-08-04

JEF

JEFFERIES FINANCIAL GROUP INC COM

85.04%

Shares9.9K

Event2026-06-30

Filed2026-08-04

OEF

ISHARES S&P 100 ETF

67.29%

Shares1.4K

Event2026-06-30

Filed2026-08-04

KMI

KINDER MORGAN INC DEL COM

-1.47%

Shares15.4K

Event2026-06-30

Filed2026-08-04

BALL

BALL CORP COM

111.07%

Shares7.9K

Event2026-06-30

Filed2026-08-04

VTEB

VANGUARD TAX-EXEMPT BOND ETF

2.55%

Shares9.7K

Event2026-06-30

Filed2026-08-04

CUBE

CUBESMART COM

New

Shares12.2K

Event2026-06-30

Filed2026-08-04

NYT

NEW YORK TIMES CO MTN BE CL A

14.16%

Shares7.0K

Event2026-06-30

Filed2026-08-04

RBLX

ROBLOX CORP CL A

New

Shares8.9K

Event2026-06-30

Filed2026-08-04

SKYY

FIRST TRUST CLOUD COMPUTING ETF

-5.68%

Shares3.6K

Event2026-06-30

Filed2026-08-04

YUM

YUM BRANDS INC COM

16.19%

Shares3.0K

Event2026-06-30

Filed2026-08-04

DOCN

DIGITALOCEAN HLDGS INC COM

-5.45%

Shares3.1K

Event2026-06-30

Filed2026-08-04

AKAMAI TECHNOLOGIES INC COM

22.27%

Shares4.1K

Event2026-06-30

Filed2026-08-04

CURTISS WRIGHT CORP COM

5.68%

Shares633

Event2026-06-30

Filed2026-08-04

GSEW

GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF

10.61%

Shares5.1K

Event2026-06-30

Filed2026-08-04

KMX

CARMAX INC COM

18.03%

Shares9.0K

Event2026-06-30

Filed2026-08-04

SHW

SHERWIN WILLIAMS CO COM

-50.52%

Shares1.4K

Event2026-06-30

Filed2026-08-04

HEI.A

HEICO CORP NEW CL A

New

Shares1.8K

Event2026-06-30

Filed2026-08-04

TGTX

TG THERAPEUTICS INC COM

1.85%

Shares8.7K

Event2026-06-30

Filed2026-08-04

NXP SEMICONDUCTORS N V COM

10.94%

Shares1.7K

Event2026-06-30

Filed2026-08-04

EFV

ISHARES MSCI EAFE VALUE ETF

-61.20%

Shares6.2K

Event2026-06-30

Filed2026-08-04

MEDP

MEDPACE HLDGS INC COM

-2.32%

Shares886

Event2026-06-30

Filed2026-08-04

MKS INC. COM

18.58%

Shares1.1K

Event2026-06-30

Filed2026-08-04

BARRICK MNG CORP COM SHS

0.51%

Shares12.7K

Event2026-06-30

Filed2026-08-04

RSG

REPUBLIC SVCS INC COM

21.65%

Shares2.2K

Event2026-06-30

Filed2026-08-04

WCN

WASTE CONNECTIONS INC COM

New

Shares2.8K

Event2026-06-30

Filed2026-08-04

SLVR

SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF

-12.88%

Shares9.1K

Event2026-06-30

Filed2026-08-04

BKR

BAKER HUGHES COMPANY CL A

12.87%

Shares8.3K

Event2026-06-30

Filed2026-08-04

FORD MTR CO COM

23.49%

Shares32.8K

Event2026-06-30

Filed2026-08-04

OXY

OCCIDENTAL PETE CORP COM

30.92%

Shares9.3K

Event2026-06-30

Filed2026-08-04

OMC

OMNICOM GROUP INC COM

-29.90%

Shares6.2K

Event2026-06-30

Filed2026-08-04

LYG

LLOYDS BANKING GROUP PLC SPONSORED ADR

0.34%

Shares77.9K

Event2026-06-30

Filed2026-08-04

FDS

FACTSET RESH SYS INC COM

New

Shares2.0K

Event2026-06-30

Filed2026-08-04

IGLD

FT VEST GOLD STRATEGY TARGET INCOME ETF

New

Shares21.5K

Event2026-06-30

Filed2026-08-04

CHE

CHEMED CORP NEW COM

New

Shares972

Event2026-06-30

Filed2026-08-04

FEDEX FGHT HLDG CO INC COMMON STOCK

New

Shares3.0K

Event2026-06-30

Filed2026-08-04

BIO

BIO RAD LABS INC CL A

-0.13%

Shares1.5K

Event2026-06-30

Filed2026-08-04

RSPT

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

18.62%

Shares6.9K

Event2026-06-30

Filed2026-08-04

PGC

PEAPACK-GLADSTONE FINL CORP COM

0.13%

Shares9.4K

Event2026-06-30

Filed2026-08-04

TPL

TEXAS PACIFIC LAND CORPORATION COM

12.92%

Shares1.0K

Event2026-06-30

Filed2026-08-04

FISERV INC COM

-14.62%

Shares9.0K

Event2026-06-30

Filed2026-08-04

VPL

VANGUARD FTSE PACIFIC ETF

-5.61%

Shares3.8K

Event2026-06-30

Filed2026-08-04

OHI

OMEGA HEALTHCARE INVS INC COM

6.65%

Shares9.1K

Event2026-06-30

Filed2026-08-04

IQV

IQVIA HLDGS INC COM

18.95%

Shares2.2K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

STATE STREET SPDR S&P 500 ETF Put PutSTATE STREET SPDR S&P 500 ETF6.0K shares0.00%2026-06-302026-08-04

STATE STREET SPDR S&P 500 ETF Put

STATE STREET SPDR S&P 500 ETF

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-04