Sponsored
The Analysis of TRUIST FINANCIAL CORP's Holdings & P&L
Currently, TRUIST FINANCIAL CORP holds 2888 types of securities in its portfolio with a total value $83.5B. In the most recent quarter, they have increased their positions in IWF (+6.2M shares, valued at $767.6M), KLAC (+2.0M shares, valued at $613.9M), VUG (+5.3M shares, valued at $456.0M); decreased their positions in N/A (-3.0M shares, valued at $292.5M), XLP (-2.8M shares, valued at $228.5M), IAU (-2.3M shares, valued at $172.0M); initiated new positions in N/A (+254.9K shares, valued at $57.1M), N/A (+255.2K shares, valued at $56.4M), CORO (+595.5K shares, valued at $21.8M).
1M P&L
-34.9M-0.05%
3M P&L
+641.6M+1.01%
HY P&L
-4.9B-7.06%
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/A31.3B
48.6%
2Semiconductors3.6B
5.7%
3Internet Content & Information2.2B
3.5%
Top Industries by Stock Count
1N/A1311 stocks
49.3%
2Banks - Regional68 stocks
2.6%
3Software - Application51 stocks
1.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP107.2K sharesnew addition2026-06-302026-07-28
Sponsored
Sponsored
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Sponsored
ISHARES TR
2.27%ISHARES TR
Shares7.1M
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
-2.50%STATE STR SPDR S&P 500 ETF T
Shares3.1M
Event2026-06-30
Filed2026-07-28
AAPL
0.24%APPLE INC
Shares6.9M
Event2026-06-30
Filed2026-07-28
NVDA
-1.76%NVIDIA CORPORATION
Shares9.9M
Event2026-06-30
Filed2026-07-28
GOVT
1.75%ISHARES TR
Shares76.6M
Event2026-06-30
Filed2026-07-28
MSFT
-0.62%MICROSOFT CORP
Shares4.2M
Event2026-06-30
Filed2026-07-28
ISHARES TR
-15.83%ISHARES TR
Shares16.1M
Event2026-06-30
Filed2026-07-28
GOOG
-1.13%ALPHABET INC
Shares3.7M
Event2026-06-30
Filed2026-07-28
IEMG
29.58%ISHARES INC
Shares14.9M
Event2026-06-30
Filed2026-07-28
VOO
52.72%VANGUARD INDEX FDS
Shares1.7M
Event2026-06-30
Filed2026-07-28
KO
-5.80%COCA COLA CO
Shares14.0M
Event2026-06-30
Filed2026-07-28
BROADCOM INC
0.88%BROADCOM INC
Shares2.9M
Event2026-06-30
Filed2026-07-28
AMZN
2.31%AMAZON COM INC
Shares4.4M
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
0.43%JPMORGAN CHASE & CO
Shares3.1M
Event2026-06-30
Filed2026-07-28
IWF
302.56%ISHARES TR
Shares8.2M
Event2026-06-30
Filed2026-07-28
XLK
3.97%SELECT SECTOR SPDR TR
Shares4.9M
Event2026-06-30
Filed2026-07-28
GOOGL
-1.48%ALPHABET INC
Shares2.5M
Event2026-06-30
Filed2026-07-28
IJH
6.66%ISHARES TR
Shares10.6M
Event2026-06-30
Filed2026-07-28
IJR
11.11%ISHARES TR
Shares5.5M
Event2026-06-30
Filed2026-07-28
LRCX
0.78%LAM RESEARCH CORP
Shares1.7M
Event2026-06-30
Filed2026-07-28
ISHARES TR
-2.13%ISHARES TR
Shares7.3M
Event2026-06-30
Filed2026-07-28
QQQ
-3.41%INVESCO QQQ TR
Shares965.8K
Event2026-06-30
Filed2026-07-28
KLAC
907.66%KLA CORP
Shares2.3M
Event2026-06-30
Filed2026-07-28
ABBVIE INC
4.79%ABBVIE INC
Shares2.5M
Event2026-06-30
Filed2026-07-28
CISCO SYS INC
1.62%CISCO SYS INC
Shares5.0M
Event2026-06-30
Filed2026-07-28
RSP
-15.12%INVESCO EXCHANGE TRADED FD T
Shares2.7M
Event2026-06-30
Filed2026-07-28
JNJ
6.35%JOHNSON & JOHNSON
Shares2.2M
Event2026-06-30
Filed2026-07-28
XLF
4.12%SELECT SECTOR SPDR TR
Shares10.2M
Event2026-06-30
Filed2026-07-28
VUG
510.32%VANGUARD INDEX FDS
Shares6.3M
Event2026-06-30
Filed2026-07-28
VISA INC
-0.54%VISA INC
Shares1.6M
Event2026-06-30
Filed2026-07-28
ADI
3.53%ANALOG DEVICES INC
Shares1.3M
Event2026-06-30
Filed2026-07-28
MBB
-4.12%ISHARES TR
Shares5.5M
Event2026-06-30
Filed2026-07-28
USIG
-5.48%ISHARES TR
Shares10.2M
Event2026-06-30
Filed2026-07-28
IWD
-0.85%ISHARES TR
Shares2.1M
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
-1.78%META PLATFORMS INC
Shares904.9K
Event2026-06-30
Filed2026-07-28
VTV
-3.02%VANGUARD INDEX FDS
Shares2.3M
Event2026-06-30
Filed2026-07-28
PM
9.28%PHILIP MORRIS INTL INC
Shares2.8M
Event2026-06-30
Filed2026-07-28
EFA
-0.71%ISHARES TR
Shares4.7M
Event2026-06-30
Filed2026-07-28
CCEP
2.96%COCA-COLA EUROPACIFIC PARTNE
Shares4.9M
Event2026-06-30
Filed2026-07-28
LLY
8.42%ELI LILLY & CO
Shares400.7K
Event2026-06-30
Filed2026-07-28
IWR
-1.37%ISHARES TR
Shares4.1M
Event2026-06-30
Filed2026-07-28
RTX CORPORATION
1.91%RTX CORPORATION
Shares2.4M
Event2026-06-30
Filed2026-07-28
WMT
-0.95%WALMART INC
Shares3.7M
Event2026-06-30
Filed2026-07-28
XLV
2.08%SELECT SECTOR SPDR TR
Shares2.4M
Event2026-06-30
Filed2026-07-28
QUANTA SVCS INC
1.16%QUANTA SVCS INC
Shares498.1K
Event2026-06-30
Filed2026-07-28
BK
3.57%BANK OF NY MELLON CORP
Shares2.4M
Event2026-06-30
Filed2026-07-28
HD
-3.86%HOME DEPOT INC
Shares980.6K
Event2026-06-30
Filed2026-07-28
IWM
-2.71%ISHARES TR
Shares1.2M
Event2026-06-30
Filed2026-07-28
TSLA
0.13%TESLA INC
Shares810.0K
Event2026-06-30
Filed2026-07-28
UNP
14.17%UNION PAC CORP
Shares1.2M
Event2026-06-30
Filed2026-07-28
PNC
0.34%PNC FINL SVCS GROUP INC
Shares1.3M
Event2026-06-30
Filed2026-07-28
SPYG
1.45%SPDR SERIES TRUST
Shares2.6M
Event2026-06-30
Filed2026-07-28
ETN
2.53%EATON CORP PLC
Shares708.5K
Event2026-06-30
Filed2026-07-28
VEA
3.02%VANGUARD TAX-MANAGED FDS
Shares4.2M
Event2026-06-30
Filed2026-07-28
TLH
176.69%ISHARES TR
Shares3.0M
Event2026-06-30
Filed2026-07-28
XLC
-20.62%SELECT SECTOR SPDR TR
Shares2.8M
Event2026-06-30
Filed2026-07-28
VANGUARD INDEX FDS
-0.93%VANGUARD INDEX FDS
Shares803.4K
Event2026-06-30
Filed2026-07-28
MRK
3.94%MERCK & CO INC
Shares2.3M
Event2026-06-30
Filed2026-07-28
BRK.B
-3.31%BERKSHIRE HATHAWAY INC DEL
Shares586.8K
Event2026-06-30
Filed2026-07-28
TRGP
4.26%TARGA RES CORP
Shares1.1M
Event2026-06-30
Filed2026-07-28
TSM
8.40%TAIWAN SEMICONDUCTOR MANUFAC
Shares611.0K
Event2026-06-30
Filed2026-07-28
ETR
3.99%ENTERGY CORP NEW
Shares2.5M
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
-0.22%EXXON MOBIL CORP
Shares2.0M
Event2026-06-30
Filed2026-07-28
AMD
36.57%ADVANCED MICRO DEVICES INC
Shares457.9K
Event2026-06-30
Filed2026-07-28
ORACLE CORP
1.39%ORACLE CORP
Shares1.8M
Event2026-06-30
Filed2026-07-28
VONG
5.02%VANGUARD SCOTTSDALE FDS
Shares2.1M
Event2026-06-30
Filed2026-07-28
WFC
15.56%WELLS FARGO & CO
Shares3.1M
Event2026-06-30
Filed2026-07-28
BLK
0.93%BLACKROCK INC
Shares247.5K
Event2026-06-30
Filed2026-07-28
COSTCO WHOLESALE CORPORATION
-13.46%COSTCO WHOLESALE CORPORATION
Shares250.2K
Event2026-06-30
Filed2026-07-28
DGRO
0.74%ISHARES TR
Shares3.0M
Event2026-06-30
Filed2026-07-28
IAU
-43.67%ISHARES GOLD TR
Shares2.9M
Event2026-06-30
Filed2026-07-28
SHY
16.18%ISHARES TR
Shares2.7M
Event2026-06-30
Filed2026-07-28
IEI
-6.29%ISHARES TR
Shares1.9M
Event2026-06-30
Filed2026-07-28
APPLIED MATLS INC
2.23%APPLIED MATLS INC
Shares301.1K
Event2026-06-30
Filed2026-07-28
TFC
-1.93%TRUIST FINL CORP
Shares4.4M
Event2026-06-30
Filed2026-07-28
CVX
-5.29%CHEVRON CORPORATION
Shares1.3M
Event2026-06-30
Filed2026-07-28
BND
9.86%VANGUARD BD INDEX FDS
Shares2.9M
Event2026-06-30
Filed2026-07-28
CROWDSTRIKE HLDGS INC
-0.12%CROWDSTRIKE HLDGS INC
Shares274.2K
Event2026-06-30
Filed2026-07-28
MO
0.75%ALTRIA GROUP INC
Shares2.8M
Event2026-06-30
Filed2026-07-28
TT
1.54%TRANE TECHNOLOGIES PLC
Shares400.9K
Event2026-06-30
Filed2026-07-28
CAT
-11.81%CATERPILLAR INC
Shares184.5K
Event2026-06-30
Filed2026-07-28
GLD
-7.29%SPDR GOLD TR
Shares532.4K
Event2026-06-30
Filed2026-07-28
SPDW
30.60%SPDR INDEX SHS FDS
Shares3.8M
Event2026-06-30
Filed2026-07-28
VIG
-2.67%VANGUARD SPECIALIZED FUNDS
Shares809.0K
Event2026-06-30
Filed2026-07-28
IEUR
17.96%ISHARES TR
Shares2.5M
Event2026-06-30
Filed2026-07-28
EBAY
5.87%EBAY INC.
Shares1.6M
Event2026-06-30
Filed2026-07-28
EMR
3.48%EMERSON ELEC CO
Shares1.3M
Event2026-06-30
Filed2026-07-28
PH
2.58%PARKER-HANNIFIN CORP
Shares181.9K
Event2026-06-30
Filed2026-07-28
EVRG
7.49%EVERGY INC
Shares2.1M
Event2026-06-30
Filed2026-07-28
TLT
48.83%ISHARES TR
Shares2.0M
Event2026-06-30
Filed2026-07-28
RL
9.15%RALPH LAUREN CORP
Shares431.0K
Event2026-06-30
Filed2026-07-28
PG
-2.00%PROCTER & GAMBLE CO
Shares1.2M
Event2026-06-30
Filed2026-07-28
CVS
786.44%CVS HEALTH CORP
Shares1.6M
Event2026-06-30
Filed2026-07-28
IBM
-4.58%INTERNATIONAL BUSINESS MACHS
Shares606.1K
Event2026-06-30
Filed2026-07-28
DVY
-1.21%ISHARES TR
Shares1.1M
Event2026-06-30
Filed2026-07-28
BSV
15.84%VANGUARD BD INDEX FDS
Shares2.2M
Event2026-06-30
Filed2026-07-28
IEF
-6.79%ISHARES TR
Shares1.8M
Event2026-06-30
Filed2026-07-28
IWB
-4.36%ISHARES TR
Shares410.9K
Event2026-06-30
Filed2026-07-28
VCSH
22.45%VANGUARD SCOTTSDALE FDS
Shares2.1M
Event2026-06-30
Filed2026-07-28
ANET
10.26%ARISTA NETWORKS INC
Shares973.3K
Event2026-06-30
Filed2026-07-28
VEU
-4.64%VANGUARD INTL EQUITY INDEX F
Shares2.0M
Event2026-06-30
Filed2026-07-28
VONV
12.02%VANGUARD SCOTTSDALE FDS
Shares1.5M
Event2026-06-30
Filed2026-07-28
VGT
676.87%VANGUARD WORLD FD
Shares1.4M
Event2026-06-30
Filed2026-07-28
SELECT SECTOR SPDR TR
-1.16%SELECT SECTOR SPDR TR
Shares3.6M
Event2026-06-30
Filed2026-07-28
WMB
7.01%WILLIAMS COS INC
Shares2.2M
Event2026-06-30
Filed2026-07-28
MU
7.27%MICRON TECHNOLOGY INC
Shares138.2K
Event2026-06-30
Filed2026-07-28
BAC
-3.98%BANK OF AMER CORP
Shares2.8M
Event2026-06-30
Filed2026-07-28
LMT
0.42%LOCKHEED MARTIN CORP
Shares311.8K
Event2026-06-30
Filed2026-07-28
GS
-11.62%GOLDMAN SACHS GROUP INC
Shares157.0K
Event2026-06-30
Filed2026-07-28
VO
323.07%VANGUARD INDEX FDS
Shares2.0M
Event2026-06-30
Filed2026-07-28
IVW
-6.65%ISHARES TR
Shares1.1M
Event2026-06-30
Filed2026-07-28
IGM
-8.42%ISHARES TR
Shares933.2K
Event2026-06-30
Filed2026-07-28
PANW
-17.33%PALO ALTO NETWORKS INC
Shares446.3K
Event2026-06-30
Filed2026-07-28
VALE
10.80%VALE S A
Shares10.1M
Event2026-06-30
Filed2026-07-28
NVS
2.85%NOVARTIS AG
Shares968.7K
Event2026-06-30
Filed2026-07-28
ASTRAZENECA PLC
5.75%ASTRAZENECA PLC
Shares797.5K
Event2026-06-30
Filed2026-07-28
VYM
-0.01%VANGUARD WHITEHALL FDS
Shares942.2K
Event2026-06-30
Filed2026-07-28
RDVY
1.87%FIRST TR EXCHANGE TRADED FD
Shares1.8M
Event2026-06-30
Filed2026-07-28
XLY
3.80%SELECT SECTOR SPDR TR
Shares1.2M
Event2026-06-30
Filed2026-07-28
AMGN
-3.20%AMGEN INC
Shares394.2K
Event2026-06-30
Filed2026-07-28
VANGUARD SCOTTSDALE FDS
66.27%VANGUARD SCOTTSDALE FDS
Shares1.1M
Event2026-06-30
Filed2026-07-28
COF
2.85%CAPITAL ONE FINL CORP
Shares660.3K
Event2026-06-30
Filed2026-07-28
PEP
-5.76%PEPSICO INC
Shares963.8K
Event2026-06-30
Filed2026-07-28
IGSB
1.90%ISHARES TR
Shares2.5M
Event2026-06-30
Filed2026-07-28
IWY
-3.61%ISHARES TR
Shares443.3K
Event2026-06-30
Filed2026-07-28
IBB
1.65%ISHARES TR
Shares677.4K
Event2026-06-30
Filed2026-07-28
GPC
8.88%GENUINE PARTS CO
Shares1.1M
Event2026-06-30
Filed2026-07-28
ECL
1.29%ECOLAB INC
Shares461.0K
Event2026-06-30
Filed2026-07-28
IYT
22961.96%ISHARES TR
Shares1.4M
Event2026-06-30
Filed2026-07-28
VB
-4.96%VANGUARD INDEX FDS
Shares412.9K
Event2026-06-30
Filed2026-07-28
PSX
4.98%PHILLIPS 66
Shares733.1K
Event2026-06-30
Filed2026-07-28
NETFLIX INC.
-6.18%NETFLIX INC.
Shares1.7M
Event2026-06-30
Filed2026-07-28
MASTERCARD INCORPORATED
-5.77%MASTERCARD INCORPORATED
Shares238.1K
Event2026-06-30
Filed2026-07-28
XLB
1537.60%SELECT SECTOR SPDR TR
Shares2.4M
Event2026-06-30
Filed2026-07-28
JAAA
6.19%JANUS DETROIT STR TR
Shares2.4M
Event2026-06-30
Filed2026-07-28
SDVY
3.76%FIRST TR EXCHANGE TRADED FD
Shares2.8M
Event2026-06-30
Filed2026-07-28
MS
-2.40%MORGAN STANLEY
Shares565.8K
Event2026-06-30
Filed2026-07-28
WSM
6.63%WILLIAMS SONOMA INC
Shares507.0K
Event2026-06-30
Filed2026-07-28
SCHW
-3.60%SCHWAB CHARLES CORP
Shares1.3M
Event2026-06-30
Filed2026-07-28
SCHG
7.09%SCHWAB STRATEGIC TR
Shares3.4M
Event2026-06-30
Filed2026-07-28
DELL
-9.20%DELL TECHNOLOGIES INC
Shares266.3K
Event2026-06-30
Filed2026-07-28
QCOM
-39.45%QUALCOMM INC
Shares614.5K
Event2026-06-30
Filed2026-07-28
DE
-11.05%DEERE & CO
Shares178.2K
Event2026-06-30
Filed2026-07-28
C
111.29%CITIGROUP INC
Shares803.5K
Event2026-06-30
Filed2026-07-28
BIL
4.84%SPDR SERIES TRUST
Shares1.2M
Event2026-06-30
Filed2026-07-28
BUFR
38.58%FIRST TR EXCHNG TRADED FD VI
Shares3.0M
Event2026-06-30
Filed2026-07-28
AXP
-0.45%AMERICAN EXPRESS CO
Shares322.9K
Event2026-06-30
Filed2026-07-28
IUSB
31.19%ISHARES TR
Shares2.3M
Event2026-06-30
Filed2026-07-28
VRT
15.59%VERTIV HOLDINGS CO
Shares314.3K
Event2026-06-30
Filed2026-07-28
SDY
-2.81%SPDR SERIES TRUST
Shares689.7K
Event2026-06-30
Filed2026-07-28
TPR
8.74%TAPESTRY INC
Shares713.9K
Event2026-06-30
Filed2026-07-28
TWLO
10.93%TWILIO INC
Shares505.1K
Event2026-06-30
Filed2026-07-28
VWO
-3.01%VANGUARD INTL EQUITY INDEX F
Shares1.7M
Event2026-06-30
Filed2026-07-28
CSL
0.79%CARLISLE COS INC
Shares286.3K
Event2026-06-30
Filed2026-07-28
MCD
-5.54%MCDONALDS CORP
Shares382.8K
Event2026-06-30
Filed2026-07-28
SCHD
2.59%SCHWAB STRATEGIC TR
Shares3.3M
Event2026-06-30
Filed2026-07-28
UNITEDHEALTH GROUP INC
1.52%UNITEDHEALTH GROUP INC
Shares248.4K
Event2026-06-30
Filed2026-07-28
MUB
-3.57%ISHARES TR
Shares945.1K
Event2026-06-30
Filed2026-07-28
USHY
474.89%ISHARES TR
Shares2.7M
Event2026-06-30
Filed2026-07-28
LOW
-5.88%LOWES COS INC
Shares456.4K
Event2026-06-30
Filed2026-07-28
EFV
-45.16%ISHARES TR
Shares1.3M
Event2026-06-30
Filed2026-07-28
ABT
-10.17%ABBOTT LABORATORIES
Shares1.1M
Event2026-06-30
Filed2026-07-28
ASML
-13.39%ASML HLDG NV
Shares50.3K
Event2026-06-30
Filed2026-07-28
GD
-4.54%GENERAL DYNAMICS CORP
Shares280.4K
Event2026-06-30
Filed2026-07-28
DVN
56.70%DEVON ENERGY CORP NEW
Shares2.4M
Event2026-06-30
Filed2026-07-28
BIV
4.59%VANGUARD BD INDEX FDS
Shares1.3M
Event2026-06-30
Filed2026-07-28
IVE
-24.54%ISHARES TR
Shares422.0K
Event2026-06-30
Filed2026-07-28
CGDV
2.07%CAPITAL GROUP DIVIDEND VALUE
Shares1.9M
Event2026-06-30
Filed2026-07-28
EFG
-0.15%ISHARES TR
Shares762.5K
Event2026-06-30
Filed2026-07-28
NEXTERA ENERGY INC
-1.08%NEXTERA ENERGY INC
Shares1.1M
Event2026-06-30
Filed2026-07-28
MEDTRONIC PLC
-56.41%MEDTRONIC PLC
Shares1.2M
Event2026-06-30
Filed2026-07-28
INTC
3.17%INTEL CORP
Shares675.3K
Event2026-06-30
Filed2026-07-28
IWP
0.61%ISHARES TR
Shares641.8K
Event2026-06-30
Filed2026-07-28
GEV
2.94%GE VERNOVA INC
Shares79.9K
Event2026-06-30
Filed2026-07-28
SOUTHERN CO
0.00%SOUTHERN CO
Shares971.2K
Event2026-06-30
Filed2026-07-28
GE
1.44%GE AEROSPACE
Shares246.9K
Event2026-06-30
Filed2026-07-28
DUK
0.43%DUKE ENERGY CORP NEW
Shares723.4K
Event2026-06-30
Filed2026-07-28
VZ
-2.34%VERIZON COMMUNICATIONS INC
Shares2.1M
Event2026-06-30
Filed2026-07-28
TGT
15.94%TARGET CORP
Shares693.2K
Event2026-06-30
Filed2026-07-28
DYNF
18.98%BLACKROCK ETF TRUST
Shares1.3M
Event2026-06-30
Filed2026-07-28
DIS
-8.07%DISNEY WALT CO
Shares886.3K
Event2026-06-30
Filed2026-07-28
MDY
1.49%STATE STR SPDR S&P MIDCAP 40
Shares120.1K
Event2026-06-30
Filed2026-07-28
O
3.06%REALTY INCOME CORP
Shares1.3M
Event2026-06-30
Filed2026-07-28
ARES MANAGEMENT CORPORATION
3.85%ARES MANAGEMENT CORPORATION
Shares737.8K
Event2026-06-30
Filed2026-07-28
QQQM
20.25%INVESCO EXCH TRADED FD TR II
Shares267.7K
Event2026-06-30
Filed2026-07-28
MRVL
-22.68%MARVELL TECHNOLOGY INC
Shares270.6K
Event2026-06-30
Filed2026-07-28
TJX
-2.25%TJX COS INC NEW
Shares525.6K
Event2026-06-30
Filed2026-07-28
HDV
400.00%ISHARES TR
Shares2.9M
Event2026-06-30
Filed2026-07-28
JLL
5.37%JONES LANG LASALLE INC
Shares254.4K
Event2026-06-30
Filed2026-07-28
OSK
11.08%OSHKOSH CORP
Shares513.1K
Event2026-06-30
Filed2026-07-28
VOT
-7.45%VANGUARD INDEX FDS
Shares256.8K
Event2026-06-30
Filed2026-07-28
TXN
14.71%TEXAS INSTRS INC
Shares263.3K
Event2026-06-30
Filed2026-07-28
AVEM
10.28%AMERICAN CENTY ETF TR
Shares796.4K
Event2026-06-30
Filed2026-07-28
LIN
-9.27%LINDE PLC
Shares147.7K
Event2026-06-30
Filed2026-07-28
BNDX
2.06%VANGUARD CHARLOTTE FDS
Shares1.6M
Event2026-06-30
Filed2026-07-28
WASTE MGMT INC DEL
-4.81%WASTE MGMT INC DEL
Shares339.8K
Event2026-06-30
Filed2026-07-28
DIA
-11.04%STATE STR SPDR DOW JONES IND
Shares144.5K
Event2026-06-30
Filed2026-07-28
FTRB
15.69%FEDERATED HERMES ETF TRUST
Shares3.0M
Event2026-06-30
Filed2026-07-28
BMY
0.41%BRISTOL-MYERS SQUIBB CO
Shares1.3M
Event2026-06-30
Filed2026-07-28
GLW
-0.72%CORNING INC
Shares287.9K
Event2026-06-30
Filed2026-07-28
BA
-2.31%BOEING CO
Shares336.9K
Event2026-06-30
Filed2026-07-28
XLI
9.21%SELECT SECTOR SPDR TR
Shares386.2K
Event2026-06-30
Filed2026-07-28
IWS
-0.92%ISHARES TR
Shares433.1K
Event2026-06-30
Filed2026-07-28
SBUX
-6.23%STARBUCKS CORP
Shares681.5K
Event2026-06-30
Filed2026-07-28
IGIB
-0.87%ISHARES TR
Shares1.3M
Event2026-06-30
Filed2026-07-28
TNL
9.60%TRAVEL PLUS LEISURE CO
Shares878.7K
Event2026-06-30
Filed2026-07-28
VOE
-0.60%VANGUARD INDEX FDS
Shares339.8K
Event2026-06-30
Filed2026-07-28
FOXA
62.45%FOX CORP
Shares1.3M
Event2026-06-30
Filed2026-07-28
JBL
26.90%JABIL INC
Shares171.8K
Event2026-06-30
Filed2026-07-28
BKNG
2002.29%BOOKING HOLDINGS INC
Shares367.6K
Event2026-06-30
Filed2026-07-28
DIVO
2.49%AMPLIFY ETF TR
Shares1.4M
Event2026-06-30
Filed2026-07-28
SOXX
5.64%ISHARES TR
Shares101.3K
Event2026-06-30
Filed2026-07-28
CSX
2.28%CSX CORP
Shares1.3M
Event2026-06-30
Filed2026-07-28
IJT
33.15%ISHARES TR
Shares348.5K
Event2026-06-30
Filed2026-07-28
CRBG
3.51%COREBRIDGE FINL INC
Shares2.2M
Event2026-06-30
Filed2026-07-28
FVD
-0.27%FIRST TR EXCHANGE-TRADED FD
Shares1.3M
Event2026-06-30
Filed2026-07-28
EEM
6.54%ISHARES TR
Shares883.8K
Event2026-06-30
Filed2026-07-28
VT
1.63%VANGUARD INTL EQUITY INDEX F
Shares385.2K
Event2026-06-30
Filed2026-07-28
KNG
-0.50%FIRST TR EXCHANGE-TRADED FD
Shares1.2M
Event2026-06-30
Filed2026-07-28
HCA
-43.02%HCA HEALTHCARE INC
Shares154.6K
Event2026-06-30
Filed2026-07-28
SHV
-0.12%ISHARES TR
Shares539.5K
Event2026-06-30
Filed2026-07-28
VCIT
-42.32%VANGUARD SCOTTSDALE FDS
Shares719.6K
Event2026-06-30
Filed2026-07-28
PFE
-0.93%PFIZER INC
Shares2.4M
Event2026-06-30
Filed2026-07-28
CHUBB LIMITED
-1.99%CHUBB LIMITED
Shares171.2K
Event2026-06-30
Filed2026-07-28
ISRG
-3.10%INTUITIVE SURGICAL INC
Shares146.6K
Event2026-06-30
Filed2026-07-28
VGIT
4.55%VANGUARD SCOTTSDALE FDS
Shares987.0K
Event2026-06-30
Filed2026-07-28
NSC
-4.22%NORFOLK SOUTHN CORP
Shares182.4K
Event2026-06-30
Filed2026-07-28
SGOV
-2.61%ISHARES TR
Shares569.9K
Event2026-06-30
Filed2026-07-28
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares254.9K
Event2026-06-30
Filed2026-07-28
T
-53.89%AT&T INC
Shares2.7M
Event2026-06-30
Filed2026-07-28
LQDT
0.00%LIQUIDITY SVCS INC
Shares1.4M
Event2026-06-30
Filed2026-07-28
DFUS
0.37%DIMENSIONAL ETF TRUST
Shares691.3K
Event2026-06-30
Filed2026-07-28
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares255.2K
Event2026-06-30
Filed2026-07-28
MCK
-0.49%MCKESSON CORP
Shares74.3K
Event2026-06-30
Filed2026-07-28
VGLT
-4.09%VANGUARD SCOTTSDALE FDS
Shares1.0M
Event2026-06-30
Filed2026-07-28
SPTS
4.33%SPDR SERIES TRUST
Shares1.9M
Event2026-06-30
Filed2026-07-28
DHR
-5.22%DANAHER CORP DEL
Shares289.6K
Event2026-06-30
Filed2026-07-28
VGSH
-11.57%VANGUARD SCOTTSDALE FDS
Shares944.3K
Event2026-06-30
Filed2026-07-28
COKE
0.65%COCA COLA CONS INC
Shares286.3K
Event2026-06-30
Filed2026-07-28
JEPI
-3.14%J P MORGAN EXCHANGE TRADED F
Shares963.1K
Event2026-06-30
Filed2026-07-28
MODL
19.96%VICTORY PORTFOLIOS II
Shares1.1M
Event2026-06-30
Filed2026-07-28
TMO
-4.01%THERMO FISHER SCIENTIFIC INC
Shares108.0K
Event2026-06-30
Filed2026-07-28
FIXD
3.01%FIRST TR EXCHNG TRADED FD VI
Shares1.2M
Event2026-06-30
Filed2026-07-28
USB
-2.67%US BANCORP
Shares891.1K
Event2026-06-30
Filed2026-07-28
VRTX
-6.54%VERTEX PHARMACEUTICALS INC
Shares107.0K
Event2026-06-30
Filed2026-07-28
APTIV PLC
13.62%APTIV PLC
Shares860.4K
Event2026-06-30
Filed2026-07-28
UCON
9.77%FIRST TR EXCHNG TRADED FD VI
Shares2.1M
Event2026-06-30
Filed2026-07-28
FLOT
0.85%ISHARES TR
Shares1.0M
Event2026-06-30
Filed2026-07-28
FREEPORT MCMORAN INC
314.81%FREEPORT MCMORAN INC
Shares795.7K
Event2026-06-30
Filed2026-07-28
COP
-0.41%CONOCOPHILLIPS
Shares480.8K
Event2026-06-30
Filed2026-07-28
KMI
0.66%KINDER MORGAN INC DEL
Shares1.6M
Event2026-06-30
Filed2026-07-28
XLE
4.02%SELECT SECTOR SPDR TR
Shares931.8K
Event2026-06-30
Filed2026-07-28
IJK
7.72%ISHARES TR
Shares417.2K
Event2026-06-30
Filed2026-07-28
PFF
-6.64%ISHARES TR
Shares1.6M
Event2026-06-30
Filed2026-07-28
TRAVELERS COMPANIES INC
-2.07%TRAVELERS COMPANIES INC
Shares147.4K
Event2026-06-30
Filed2026-07-28
COR
-29.92%CENCORA INC
Shares171.2K
Event2026-06-30
Filed2026-07-28
SCHB
0.49%SCHWAB STRATEGIC TR
Shares1.6M
Event2026-06-30
Filed2026-07-28
MTUM
-15.47%ISHARES TR
Shares138.8K
Event2026-06-30
Filed2026-07-28
ITA
4.03%ISHARES TR
Shares193.6K
Event2026-06-30
Filed2026-07-28
MINT
-1.81%PIMCO ETF TR
Shares462.2K
Event2026-06-30
Filed2026-07-28
MGC
-3.47%VANGUARD WORLD FD
Shares170.0K
Event2026-06-30
Filed2026-07-28
APH
10.54%AMPHENOL CORP
Shares262.2K
Event2026-06-30
Filed2026-07-28
JCPB
60.73%J P MORGAN EXCHANGE TRADED F
Shares977.8K
Event2026-06-30
Filed2026-07-28
FTCS
-12.04%FIRST TR EXCHANGE-TRADED FD
Shares485.5K
Event2026-06-30
Filed2026-07-28
MNST
-0.39%MONSTER BEVERAGE CORP NEW
Shares471.0K
Event2026-06-30
Filed2026-07-28
FERG
-0.97%FERGUSON ENTERPRISES INC
Shares190.4K
Event2026-06-30
Filed2026-07-28
AFL
-4.79%AFLAC INC
Shares382.3K
Event2026-06-30
Filed2026-07-28
AMERIPRISE FINL INC
-5.72%AMERIPRISE FINL INC
Shares97.0K
Event2026-06-30
Filed2026-07-28
IWO
-6.05%ISHARES TR
Shares112.7K
Event2026-06-30
Filed2026-07-28
FDL
19.77%FIRST TR EXCHANGE-TRADED FD
Shares904.4K
Event2026-06-30
Filed2026-07-28
ENB
2.04%ENBRIDGE INC
Shares810.7K
Event2026-06-30
Filed2026-07-28
PLD
0.89%PROLOGIS INC.
Shares321.3K
Event2026-06-30
Filed2026-07-28
SPSM
-1.94%SPDR SERIES TRUST
Shares744.7K
Event2026-06-30
Filed2026-07-28
DFAS
-12.78%DIMENSIONAL ETF TRUST
Shares516.2K
Event2026-06-30
Filed2026-07-28
SPHQ
18.01%INVESCO EXCHANGE TRADED FD T
Shares467.7K
Event2026-06-30
Filed2026-07-28
VYMI
67.70%VANGUARD WHITEHALL FDS
Shares428.6K
Event2026-06-30
Filed2026-07-28
VTEB
-4.02%VANGUARD MUN BD FDS
Shares831.2K
Event2026-06-30
Filed2026-07-28
ITOT
-7.57%ISHARES TR
Shares255.3K
Event2026-06-30
Filed2026-07-28
CWI
0.64%SPDR INDEX SHS FDS
Shares1.0M
Event2026-06-30
Filed2026-07-28
CMI
10.20%CUMMINS INC
Shares58.2K
Event2026-06-30
Filed2026-07-28
VBR
-31.35%VANGUARD INDEX FDS
Shares170.3K
Event2026-06-30
Filed2026-07-28
MMC
-8.69%MARSH & MCLENNAN COS INC
Shares246.1K
Event2026-06-30
Filed2026-07-28
UL
-24.39%UNILEVER PLC
Shares680.6K
Event2026-06-30
Filed2026-07-28
JPIE
8.61%J P MORGAN EXCHANGE TRADED F
Shares879.7K
Event2026-06-30
Filed2026-07-28
ACWI
4.30%ISHARES TR
Shares257.1K
Event2026-06-30
Filed2026-07-28
MSI
-0.79%MOTOROLA SOLUTIONS INC
Shares96.6K
Event2026-06-30
Filed2026-07-28
MDLZ
-2.41%MONDELEZ INTL INC
Shares692.7K
Event2026-06-30
Filed2026-07-28
UBND
19.70%VICTORY PORTFOLIOS II
Shares1.8M
Event2026-06-30
Filed2026-07-28
MET
-6.08%METLIFE INC
Shares470.7K
Event2026-06-30
Filed2026-07-28
UBER
-14.61%UBER TECHNOLOGIES INC
Shares544.5K
Event2026-06-30
Filed2026-07-28
TMUS
2.31%T-MOBILE US INC
Shares233.9K
Event2026-06-30
Filed2026-07-28
DFAC
5.14%DIMENSIONAL ETF TRUST
Shares877.3K
Event2026-06-30
Filed2026-07-28
3M CO
-2.81%3M CO
Shares238.6K
Event2026-06-30
Filed2026-07-28
SLV
-5.01%ISHARES SILVER TR
Shares722.1K
Event2026-06-30
Filed2026-07-28
VMBS
1.67%VANGUARD SCOTTSDALE FDS
Shares822.3K
Event2026-06-30
Filed2026-07-28
VV
3.98%VANGUARD INDEX FDS
Shares111.8K
Event2026-06-30
Filed2026-07-28
PALANTIR TECHNOLOGIES INC
-37.68%PALANTIR TECHNOLOGIES INC
Shares329.0K
Event2026-06-30
Filed2026-07-28
ROK
-2.87%ROCKWELL AUTOMATION INC
Shares77.3K
Event2026-06-30
Filed2026-07-28
NUE
-1.67%NUCOR CORP
Shares171.1K
Event2026-06-30
Filed2026-07-28
VANECK ETF TRUST
9.32%VANECK ETF TRUST
Shares504.1K
Event2026-06-30
Filed2026-07-28
LHX
3.43%L3HARRIS TECHNOLOGIES INC
Shares130.6K
Event2026-06-30
Filed2026-07-28
J P MORGAN EXCHANGE TRADED F
2.41%J P MORGAN EXCHANGE TRADED F
Shares613.9K
Event2026-06-30
Filed2026-07-28
MDB
848.15%MONGODB INC
Shares111.9K
Event2026-06-30
Filed2026-07-28
ADP
-30.70%AUTOMATIC DATA PROCESSING IN
Shares166.4K
Event2026-06-30
Filed2026-07-28
COWZ
-15.19%PACER FDS TR
Shares597.8K
Event2026-06-30
Filed2026-07-28
LQD
-30.97%ISHARES TR
Shares335.2K
Event2026-06-30
Filed2026-07-28
SERVICENOW INC
19.54%SERVICENOW INC
Shares367.4K
Event2026-06-30
Filed2026-07-28
USMV
9.43%ISHARES TR
Shares375.0K
Event2026-06-30
Filed2026-07-28
JMBS
8.81%JANUS DETROIT STR TR
Shares803.9K
Event2026-06-30
Filed2026-07-28
DFIV
0.75%DIMENSIONAL ETF TRUST
Shares668.3K
Event2026-06-30
Filed2026-07-28
PGR
-63.99%PROGRESSIVE CORP
Shares164.5K
Event2026-06-30
Filed2026-07-28
CRM
-24.22%SALESFORCE INC
Shares229.0K
Event2026-06-30
Filed2026-07-28
BAI
-8.58%BLACKROCK ETF TRUST
Shares678.7K
Event2026-06-30
Filed2026-07-28
FIX
-35.73%COMFORT SYS USA INC
Shares17.8K
Event2026-06-30
Filed2026-07-28
FTSM
6.13%FIRST TR EXCHANGE-TRADED FD
Shares590.6K
Event2026-06-30
Filed2026-07-28
ELV
-8.14%ELEVANCE HEALTH INC FORMERLY
Shares90.8K
Event2026-06-30
Filed2026-07-28
NVO
-9.92%NOVO-NORDISK A S
Shares730.6K
Event2026-06-30
Filed2026-07-28
EZM
5.12%WISDOMTREE TR
Shares461.4K
Event2026-06-30
Filed2026-07-28
SEAGATE TECHNOLOGY HLDNGS PL
-0.72%SEAGATE TECHNOLOGY HLDNGS PL
Shares36.1K
Event2026-06-30
Filed2026-07-28
SHOP
-8.12%SHOPIFY INC
Shares303.3K
Event2026-06-30
Filed2026-07-28
FDN
-3.60%FIRST TR EXCHANGE-TRADED FD
Shares130.0K
Event2026-06-30
Filed2026-07-28
GILD
-1.39%GILEAD SCIENCES INC
Shares272.0K
Event2026-06-30
Filed2026-07-28
VPL
-3.30%VANGUARD INTL EQUITY INDEX F
Shares296.5K
Event2026-06-30
Filed2026-07-28
VXUS
17.24%VANGUARD STAR FDS
Shares399.9K
Event2026-06-30
Filed2026-07-28
AEP
13.12%AMERICAN ELEC PWR CO INC
Shares248.4K
Event2026-06-30
Filed2026-07-28
SPDR SERIES TRUST
27.69%SPDR SERIES TRUST
Shares384.6K
Event2026-06-30
Filed2026-07-28
S&P GLOBAL INC
-0.72%S&P GLOBAL INC
Shares82.6K
Event2026-06-30
Filed2026-07-28
BILS
18.26%SPDR SERIES TRUST
Shares336.5K
Event2026-06-30
Filed2026-07-28
BINC
-15.85%BLACKROCK ETF TRUST II
Shares637.3K
Event2026-06-30
Filed2026-07-28
WRB
-18.05%BERKLEY W R CORP
Shares468.9K
Event2026-06-30
Filed2026-07-28
SPTL
18.65%SPDR SERIES TRUST
Shares1.3M
Event2026-06-30
Filed2026-07-28
BRK.A
-2.22%BERKSHIRE HATHAWAY INC DEL
Shares44
Event2026-06-30
Filed2026-07-28
SYK
-4.71%STRYKER CORPORATION
Shares104.0K
Event2026-06-30
Filed2026-07-28
FTLS
1.99%FIRST TR EXCH TRADED FD III
Shares439.1K
Event2026-06-30
Filed2026-07-28
SMMD
16.92%ISHARES TR
Shares353.4K
Event2026-06-30
Filed2026-07-28
DBEF
0.37%DBX ETF TR
Shares592.5K
Event2026-06-30
Filed2026-07-28
VLO
-0.64%VALERO ENERGY CORP
Shares123.6K
Event2026-06-30
Filed2026-07-28
DHI
-4.99%D R HORTON INC
Shares195.7K
Event2026-06-30
Filed2026-07-28
DOW
25.23%DOW HLDGS INC
Shares1.2M
Event2026-06-30
Filed2026-07-28
NXP SEMICONDUCTORS N V
2.93%NXP SEMICONDUCTORS N V
Shares113.1K
Event2026-06-30
Filed2026-07-28
SPHY
92.18%SPDR SERIES TRUST
Shares1.4M
Event2026-06-30
Filed2026-07-28
CGGR
-2.55%CAPITAL GROUP GROWTH ETF
Shares671.3K
Event2026-06-30
Filed2026-07-28
VHT
-1.15%VANGUARD WORLD FD
Shares105.8K
Event2026-06-30
Filed2026-07-28
QTEC
45.45%FIRST TR EXCHANGE-TRADED FD
Shares94.3K
Event2026-06-30
Filed2026-07-28
FPEI
9.40%FIRST TR EXCH TRADED FD III
Shares1.6M
Event2026-06-30
Filed2026-07-28
UPS
9.03%UNITED PARCEL SVCS INC
Shares288.0K
Event2026-06-30
Filed2026-07-28
IJJ
-5.16%ISHARES TR
Shares209.6K
Event2026-06-30
Filed2026-07-28
EMEQ
33.22%NOMURA ETF TR
Shares423.1K
Event2026-06-30
Filed2026-07-28
FTXL
0.34%FIRST TR EXCHANGE TRADED FD
Shares107.5K
Event2026-06-30
Filed2026-07-28
ALL
0.12%ALLSTATE CORP
Shares128.6K
Event2026-06-30
Filed2026-07-28
CATH
23.14%GLOBAL X FDS
Shares335.8K
Event2026-06-30
Filed2026-07-28
PRF
-0.76%INVESCO EXCHANGE TRADED FD T
Shares549.4K
Event2026-06-30
Filed2026-07-28
PPA
1.91%INVESCO EXCHANGE TRADED FD T
Shares167.5K
Event2026-06-30
Filed2026-07-28
BOND
0.38%PIMCO ETF TR
Shares319.9K
Event2026-06-30
Filed2026-07-28
BLV
0.32%VANGUARD BD INDEX FDS
Shares427.6K
Event2026-06-30
Filed2026-07-28
WEC
7.95%WEC ENERGY GROUP INC
Shares251.9K
Event2026-06-30
Filed2026-07-28
BTI
4.87%BRITISH AMERN TOB PLC
Shares470.8K
Event2026-06-30
Filed2026-07-28
UNM
0.18%UNUM GROUP
Shares322.5K
Event2026-06-30
Filed2026-07-28
IBDS
2.53%ISHARES TR
Shares1.2M
Event2026-06-30
Filed2026-07-28
SMH
9.88%VANECK ETF TRUST
Shares43.1K
Event2026-06-30
Filed2026-07-28
IQV
-3.65%IQVIA HLDGS INC
Shares145.1K
Event2026-06-30
Filed2026-07-28
NDAQ
-8.89%NASDAQ INC
Shares350.3K
Event2026-06-30
Filed2026-07-28
IWN
-11.64%ISHARES TR
Shares124.5K
Event2026-06-30
Filed2026-07-28
CIBR
-2.28%FIRST TR EXCHANGE-TRADED FD
Shares305.6K
Event2026-06-30
Filed2026-07-28
FPE
1.97%FIRST TR EXCH TRADED FD III
Shares1.5M
Event2026-06-30
Filed2026-07-28
DAL
1.17%DELTA AIR LINES INC
Shares291.5K
Event2026-06-30
Filed2026-07-28
SPYV
-1.93%SPDR SERIES TRUST
Shares447.7K
Event2026-06-30
Filed2026-07-28
BE
4.72%BLOOM ENERGY CORP
Shares88.5K
Event2026-06-30
Filed2026-07-28
AMT
-2.64%AMERICAN TOWER CORP
Shares160.3K
Event2026-06-30
Filed2026-07-28
IGLD
12.64%FIRST TR EXCHANGE-TRADED FD
Shares1.2M
Event2026-06-30
Filed2026-07-28
VBK
-6.05%VANGUARD INDEX FDS
Shares70.5K
Event2026-06-30
Filed2026-07-28
AIRR
4.23%FIRST TR EXCHANGE TRADED FD
Shares192.5K
Event2026-06-30
Filed2026-07-28
HYG
-7.76%ISHARES TR
Shares318.0K
Event2026-06-30
Filed2026-07-28
VOOG
505.91%VANGUARD ADMIRAL FDS INC
Shares307.1K
Event2026-06-30
Filed2026-07-28
BUFD
-0.47%FIRST TR EXCHNG TRADED FD VI
Shares852.7K
Event2026-06-30
Filed2026-07-28
WDC
-12.86%WESTERN DIGITAL CORP
Shares39.4K
Event2026-06-30
Filed2026-07-28
DFAT
15.78%DIMENSIONAL ETF TRUST
Shares355.2K
Event2026-06-30
Filed2026-07-28
SNY
-7.79%SANOFI SA
Shares580.2K
Event2026-06-30
Filed2026-07-28
CMS
-14.52%CMS ENERGY CORP
Shares322.1K
Event2026-06-30
Filed2026-07-28
EMXC
25.34%ISHARES INC
Shares238.8K
Event2026-06-30
Filed2026-07-28
RWR
-0.96%SPDR SERIES TRUST
Shares215.9K
Event2026-06-30
Filed2026-07-28
XLP
-90.41%SELECT SECTOR SPDR TR
Shares291.7K
Event2026-06-30
Filed2026-07-28
CME
-5.88%CME GROUP INC
Shares109.6K
Event2026-06-30
Filed2026-07-28
CORTEVA INC
-1.51%CORTEVA INC
Shares285.6K
Event2026-06-30
Filed2026-07-28
REGN
-3.43%REGENERON PHARMACEUTICALS
Shares38.7K
Event2026-06-30
Filed2026-07-28
VOX
-6.97%VANGUARD WORLD FD
Shares131.1K
Event2026-06-30
Filed2026-07-28
JMUB
9.80%J P MORGAN EXCHANGE TRADED F
Shares475.4K
Event2026-06-30
Filed2026-07-28
DOMINION ENERGY INC
-2.84%DOMINION ENERGY INC
Shares351.6K
Event2026-06-30
Filed2026-07-28
CGMU
13.86%CAPITAL GRP FIXED INCM ETF T
Shares871.3K
Event2026-06-30
Filed2026-07-28
BUFZ
13.06%FIRST TR EXCHNG TRADED FD VI
Shares856.9K
Event2026-06-30
Filed2026-07-28
PPL CORP
-11.33%PPL CORP
Shares655.5K
Event2026-06-30
Filed2026-07-28
IBDT
8.04%ISHARES TR
Shares939.1K
Event2026-06-30
Filed2026-07-28
STRV
9.58%EA SERIES TRUST
Shares490.9K
Event2026-06-30
Filed2026-07-28
CAH
-4.26%CARDINAL HEALTH INC
Shares99.6K
Event2026-06-30
Filed2026-07-28
ACCENTURE PLC IRELAND
-17.98%ACCENTURE PLC IRELAND
Shares189.9K
Event2026-06-30
Filed2026-07-28
TFI
20.54%SPDR SERIES TRUST
Shares514.7K
Event2026-06-30
Filed2026-07-28
LEN
-2.59%LENNAR CORP
Shares259.6K
Event2026-06-30
Filed2026-07-28
VBIL
-41.86%VANGUARD INSTL INDEX FD
Shares307.6K
Event2026-06-30
Filed2026-07-28
TEL
-0.09%TE CONNECTIVITY PLC
Shares115.2K
Event2026-06-30
Filed2026-07-28
BKDV
278.56%BNY MELLON ETF TRUST II
Shares692.9K
Event2026-06-30
Filed2026-07-28
PAYX
-12.37%PAYCHEX INC
Shares235.4K
Event2026-06-30
Filed2026-07-28
ORLY
-24.22%OREILLY AUTOMOTIVE INC
Shares248.0K
Event2026-06-30
Filed2026-07-28
DFAI
32.23%DIMENSIONAL ETF TRUST
Shares552.7K
Event2026-06-30
Filed2026-07-28
ADSK
-9.59%AUTODESK INC
Shares117.1K
Event2026-06-30
Filed2026-07-28
IWV
2.42%ISHARES TR
Shares53.4K
Event2026-06-30
Filed2026-07-28
DFAX
11.77%DIMENSIONAL ETF TRUST
Shares615.5K
Event2026-06-30
Filed2026-07-28
BLCR
9.25%BLACKROCK ETF TRUST
Shares450.0K
Event2026-06-30
Filed2026-07-28
CEG
8.79%CONSTELLATION ENERGY CORP
Shares91.0K
Event2026-06-30
Filed2026-07-28
FANG
-13.83%DIAMONDBACK ENERGY INC
Shares128.2K
Event2026-06-30
Filed2026-07-28
EOG
-1.08%EOG RES INC
Shares173.4K
Event2026-06-30
Filed2026-07-28
CDNS
-6.93%CADENCE DESIGN SYSTEM INC
Shares59.8K
Event2026-06-30
Filed2026-07-28
FXL
3.32%FIRST TR EXCHANGE-TRADED FD
Shares103.2K
Event2026-06-30
Filed2026-07-28
DSI
0.18%ISHARES TR
Shares157.2K
Event2026-06-30
Filed2026-07-28
HLT
8.99%HILTON WORLDWIDE HLDGS INC
Shares67.7K
Event2026-06-30
Filed2026-07-28
SCHX
0.07%SCHWAB STRATEGIC TR
Shares759.5K
Event2026-06-30
Filed2026-07-28
EQIX
-5.34%EQUINIX INC
Shares21.4K
Event2026-06-30
Filed2026-07-28
PAAA
11.70%PGIM ETF TR
Shares431.1K
Event2026-06-30
Filed2026-07-28
FMB
-0.36%FIRST TR EXCH TRADED FD III
Shares428.8K
Event2026-06-30
Filed2026-07-28
FEX
3.77%FIRST TR EXCHANGE-TRADED ALP
Shares156.9K
Event2026-06-30
Filed2026-07-28
COHR
-16.78%COHERENT CORP
Shares55.5K
Event2026-06-30
Filed2026-07-28
CORO
NewBLACKROCK ETF TRUST
Shares595.5K
Event2026-06-30
Filed2026-07-28
NTRA
15.23%NATERA INC
Shares79.5K
Event2026-06-30
Filed2026-07-28
TDIV
92.11%FIRST TR EXCHANGE TRADED FD
Shares187.3K
Event2026-06-30
Filed2026-07-28
PRU
-8.29%PRUDENTIAL FINL INC
Shares197.5K
Event2026-06-30
Filed2026-07-28
TTE
-10.30%TOTALENERGIES SE
Shares274.1K
Event2026-06-30
Filed2026-07-28
MGOV
38.50%FIRST TR EXCHANGE-TRADED FD
Shares1.0M
Event2026-06-30
Filed2026-07-28
CLOUDFLARE INC
7.86%CLOUDFLARE INC
Shares86.2K
Event2026-06-30
Filed2026-07-28
GRID
9.33%FIRST TR EXCHANGE-TRADED FD
Shares109.6K
Event2026-06-30
Filed2026-07-28
FCNCA
2.92%FIRST CTZNS BANCSHARES INC D
Shares10.1K
Event2026-06-30
Filed2026-07-28
IBDR
-0.51%ISHARES TR
Shares862.3K
Event2026-06-30
Filed2026-07-28
BX
-8.82%BLACKSTONE INC
Shares176.2K
Event2026-06-30
Filed2026-07-28
RJF
-5.37%RAYMOND JAMES FINL INC
Shares135.5K
Event2026-06-30
Filed2026-07-28
AJG
-3.01%GALLAGHER ARTHUR J & CO
Shares89.4K
Event2026-06-30
Filed2026-07-28
COWG
0.56%PACER FDS TR
Shares508.9K
Event2026-06-30
Filed2026-07-28
SUSA
1.04%ISHARES TR
Shares131.4K
Event2026-06-30
Filed2026-07-28
APOLLO GLOBAL MGMT INC
7.48%APOLLO GLOBAL MGMT INC
Shares167.6K
Event2026-06-30
Filed2026-07-28
CWB
-12.27%SPDR SERIES TRUST
Shares183.8K
Event2026-06-30
Filed2026-07-28
CGHM
12.18%CAPITAL GRP FIXED INCM ETF T
Shares766.3K
Event2026-06-30
Filed2026-07-28
IYW
-0.70%ISHARES TR
Shares78.4K
Event2026-06-30
Filed2026-07-28
IDEF
16.48%BLACKROCK ETF TRUST
Shares618.3K
Event2026-06-30
Filed2026-07-28
SNOWFLAKE INC
20.03%SNOWFLAKE INC
Shares76.3K
Event2026-06-30
Filed2026-07-28
GWW
-9.03%WW GRAINGER INC
Shares14.2K
Event2026-06-30
Filed2026-07-28
VRSK
24.14%VERISK ANALYTICS INC
Shares107.7K
Event2026-06-30
Filed2026-07-28
INTU
-19.92%INTUIT
Shares74.0K
Event2026-06-30
Filed2026-07-28
CMCSA
-8.45%COMCAST CORP NEW
Shares785.4K
Event2026-06-30
Filed2026-07-28
VSDM
66.58%VANGUARD MUN BD FDS
Shares251.1K
Event2026-06-30
Filed2026-07-28
DFCF
23.52%DIMENSIONAL ETF TRUST
Shares455.8K
Event2026-06-30
Filed2026-07-28
PVAL
-32.06%PUTNAM ETF TRUST
Shares374.3K
Event2026-06-30
Filed2026-07-28
URI
0.86%UNITED RENTALS INC
Shares16.8K
Event2026-06-30
Filed2026-07-28
FSIG
-1.85%FIRST TR EXCHANGE-TRADED FD
Shares1.0M
Event2026-06-30
Filed2026-07-28
DGRW
-26.08%WISDOMTREE TR
Shares198.9K
Event2026-06-30
Filed2026-07-28
IDEV
-1.96%ISHARES TR
Shares213.1K
Event2026-06-30
Filed2026-07-28
FDX
-3.92%FEDEX CORP
Shares60.1K
Event2026-06-30
Filed2026-07-28
HSY
26.01%HERSHEY CO
Shares107.1K
Event2026-06-30
Filed2026-07-28
OEF
-0.94%ISHARES TR
Shares51.2K
Event2026-06-30
Filed2026-07-28
VCEB
2.92%VANGUARD WORLD FD
Shares298.6K
Event2026-06-30
Filed2026-07-28
APPLOVIN CORP
2.58%APPLOVIN CORP
Shares36.4K
Event2026-06-30
Filed2026-07-28
EPD
1.26%ENTERPRISE PRODS PARTNERS L
Shares502.0K
Event2026-06-30
Filed2026-07-28
CRH
1.33%CRH PLC
Shares171.2K
Event2026-06-30
Filed2026-07-28
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares107.2K
Event2026-06-30
Filed2026-07-28
CRD.A
0.00%CRAWFORD & CO
Shares1.6M
Event2026-06-30
Filed2026-07-28
KRE
-1.77%SPDR SERIES TRUST
Shares243.4K
Event2026-06-30
Filed2026-07-28
PSC
-23.49%PRINCIPAL EXCHANGE TRADED FD
Shares259.0K
Event2026-06-30
Filed2026-07-28
BLACKROCK ETF TRUST
NewBLACKROCK ETF TRUST
Shares642.7K
Event2026-06-30
Filed2026-07-28
RY
-3.23%ROYAL BK CDA
Shares86.7K
Event2026-06-30
Filed2026-07-28
AKAMAI TECHNOLOGIES INC
-3.26%AKAMAI TECHNOLOGIES INC
Shares150.2K
Event2026-06-30
Filed2026-07-28
ET
1.93%ENERGY TRANSFER L P
Shares921.8K
Event2026-06-30
Filed2026-07-28
FE
8.61%FIRSTENERGY CORP
Shares370.5K
Event2026-06-30
Filed2026-07-28
SPMO
-1.66%INVESCO EXCH TRADED FD TR II
Shares108.8K
Event2026-06-30
Filed2026-07-28
DRI
26.13%DARDEN RESTAURANTS INC
Shares85.3K
Event2026-06-30
Filed2026-07-28
THRO
-35.05%BLACKROCK ETF TRUST
Shares407.5K
Event2026-06-30
Filed2026-07-28
VFLO
20.68%VICTORY PORTFOLIOS II
Shares383.1K
Event2026-06-30
Filed2026-07-28
HPE
-1.69%HEWLETT PACKARD ENTERPRISE C
Shares387.0K
Event2026-06-30
Filed2026-07-28
ODFL
-8.85%OLD DOMINION FREIGHT LINE IN
Shares80.3K
Event2026-06-30
Filed2026-07-28
OKE
1.21%ONEOK INC NEW
Shares199.4K
Event2026-06-30
Filed2026-07-28
JOHNSON CONTROLS INTERNATION
-19.95%JOHNSON CONTROLS INTERNATION
Shares118.5K
Event2026-06-30
Filed2026-07-28
AVIG
2.93%AMERICAN CENTY ETF TR
Shares417.9K
Event2026-06-30
Filed2026-07-28
SNPS
1.07%SYNOPSYS INC
Shares38.5K
Event2026-06-30
Filed2026-07-28
KMB
7.71%KIMBERLY-CLARK CORP
Shares156.5K
Event2026-06-30
Filed2026-07-28
TTWO
10.11%TAKE-TWO INTERACTIVE SOFTWAR
Shares68.3K
Event2026-06-30
Filed2026-07-28
APD
-3.64%AIR PRODUCTS AND CHEMICALS I
Shares58.1K
Event2026-06-30
Filed2026-07-28
CL
-5.18%COLGATE PALMOLIVE CO
Shares184.0K
Event2026-06-30
Filed2026-07-28
NOC
3.62%NORTHROP GRUMMAN CORP
Shares33.1K
Event2026-06-30
Filed2026-07-28
EAGG
2.49%ISHARES TR
Shares355.0K
Event2026-06-30
Filed2026-07-28
CGGE
17.81%CAPITAL GROUP GLOBAL EQUITY
Shares474.9K
Event2026-06-30
Filed2026-07-28
EXPE
10.64%EXPEDIA GROUP INC
Shares64.9K
Event2026-06-30
Filed2026-07-28
SCZ
-2.06%ISHARES TR
Shares201.9K
Event2026-06-30
Filed2026-07-28
SPTI
-18.91%SPDR SERIES TRUST
Shares582.1K
Event2026-06-30
Filed2026-07-28
PWB
-3.12%INVESCO EXCHANGE TRADED FD T
Shares97.5K
Event2026-06-30
Filed2026-07-28
LMBS
26.62%FIRST TR EXCHANGE-TRADED FD
Shares327.5K
Event2026-06-30
Filed2026-07-28
IJS
-3.44%ISHARES TR
Shares119.2K
Event2026-06-30
Filed2026-07-28
FITB
-2.12%FIFTH THIRD BANCORP
Shares286.7K
Event2026-06-30
Filed2026-07-28
NGG
8.62%NATIONAL GRID PLC
Shares194.6K
Event2026-06-30
Filed2026-07-28
MEG
-0.33%ONTERRIS INC
Shares792.7K
Event2026-06-30
Filed2026-07-28
DXJ
2.00%WISDOMTREE TR
Shares92.2K
Event2026-06-30
Filed2026-07-28
MAR
3.23%MARRIOTT INTL INC NEW
Shares43.2K
Event2026-06-30
Filed2026-07-28
MTB
-3.05%M & T BK CORP
Shares67.1K
Event2026-06-30
Filed2026-07-28
FSCC
16.12%FEDERATED HERMES ETF TRUST
Shares425.7K
Event2026-06-30
Filed2026-07-28
AVNM
-10.79%AMERICAN CENTY ETF TR
Shares192.4K
Event2026-06-30
Filed2026-07-28
VCRM
124.00%VANGUARD MUN BD FDS
Shares207.4K
Event2026-06-30
Filed2026-07-28
Call Option Holdings
CHYM Call
615.91%CHIME FINL INC
Shares157.5K
Event2026-06-30
Filed2026-07-28
BROADCOM INC Call
NewBROADCOM INC
Shares3.2K
Event2026-06-30
Filed2026-07-28
SOFI Call
NewSOFI TECHNOLOGIES INC
Shares51.0K
Event2026-06-30
Filed2026-07-28
BHC Call
NewBAUSCH HEALTH COS INC
Shares136.0K
Event2026-06-30
Filed2026-07-28
SMCI Call
NewSUPER MICRO COMPUTER INC
Shares17.8K
Event2026-06-30
Filed2026-07-28
LUNR Call
NewINTUITIVE MACHINES INC
Shares21.5K
Event2026-06-30
Filed2026-07-28
SERVICENOW INC Call
NewSERVICENOW INC
Shares4.2K
Event2026-06-30
Filed2026-07-28
ZS Call
NewZSCALER INC
Shares2.5K
Event2026-06-30
Filed2026-07-28
STRATEGY INC Call
0.00%STRATEGY INC
Shares3.6K
Event2026-06-30
Filed2026-07-28
RKLB Call
NewROCKET LAB CORP
Shares3.0K
Event2026-06-30
Filed2026-07-28
NVDA Call
0.00%NVIDIA CORPORATION
Shares1.5K
Event2026-06-30
Filed2026-07-28
OKLO Call
NewOKLO INC
Shares3.9K
Event2026-06-30
Filed2026-07-28
Put Option Holdings
STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T156.3K shares-3.28%2026-06-302026-07-28
STATE STR SPDR S&P 500 ETF T Put
-3.28%STATE STR SPDR S&P 500 ETF T
Shares156.3K
Event2026-06-30
Filed2026-07-28
QQQ Put
0.00%INVESCO QQQ TR
Shares3.1K
Event2026-06-30
Filed2026-07-28
RSP Put
0.00%INVESCO EXCHANGE TRADED FD T
Shares5.4K
Event2026-06-30
Filed2026-07-28
MSFT Put
214.29%MICROSOFT CORP
Shares2.2K
Event2026-06-30
Filed2026-07-28
NVDA Put
90.48%NVIDIA CORPORATION
Shares4.0K
Event2026-06-30
Filed2026-07-28
BRK.B Put
NewBERKSHIRE HATHAWAY INC DEL
Shares1.4K
Event2026-06-30
Filed2026-07-28
HD Put
NewHOME DEPOT INC
Shares1.3K
Event2026-06-30
Filed2026-07-28
UNITEDHEALTH GROUP INC Put
NewUNITEDHEALTH GROUP INC
Shares1.1K
Event2026-06-30
Filed2026-07-28
NEXTERA ENERGY INC Put
NewNEXTERA ENERGY INC
Shares4.4K
Event2026-06-30
Filed2026-07-28
AMZN Put
NewAMAZON COM INC
Shares1.6K
Event2026-06-30
Filed2026-07-28
WMT Put
NewWALMART INC
Shares2.8K
Event2026-06-30
Filed2026-07-28
AAPL Put
NewAPPLE INC
Shares900
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC Put
NewMETA PLATFORMS INC
Shares400
Event2026-06-30
Filed2026-07-28
GLD Put
-76.92%SPDR GOLD TR
Shares600
Event2026-06-30
Filed2026-07-28