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

Call Option Holdings
CHYM Call
CHIME FINL INC
615.91%
Shares157.5K
Event2026-06-30
Filed2026-07-28
BROADCOM INC Call
BROADCOM INC
New
Shares3.2K
Event2026-06-30
Filed2026-07-28
SOFI Call
SOFI TECHNOLOGIES INC
New
Shares51.0K
Event2026-06-30
Filed2026-07-28
BHC Call
BAUSCH HEALTH COS INC
New
Shares136.0K
Event2026-06-30
Filed2026-07-28
SMCI Call
SUPER MICRO COMPUTER INC
New
Shares17.8K
Event2026-06-30
Filed2026-07-28
LUNR Call
INTUITIVE MACHINES INC
New
Shares21.5K
Event2026-06-30
Filed2026-07-28
SERVICENOW INC Call
SERVICENOW INC
New
Shares4.2K
Event2026-06-30
Filed2026-07-28
ZS Call
ZSCALER INC
New
Shares2.5K
Event2026-06-30
Filed2026-07-28
STRATEGY INC Call
STRATEGY INC
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-28
RKLB Call
ROCKET LAB CORP
New
Shares3.0K
Event2026-06-30
Filed2026-07-28
NVDA Call
NVIDIA CORPORATION
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-28
OKLO Call
OKLO INC
New
Shares3.9K
Event2026-06-30
Filed2026-07-28

Put Option Holdings
STATE STR SPDR S&P 500 ETF T Put
STATE STR SPDR S&P 500 ETF T
-3.28%
Shares156.3K
Event2026-06-30
Filed2026-07-28
QQQ Put
INVESCO QQQ TR
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-28
RSP Put
INVESCO EXCHANGE TRADED FD T
0.00%
Shares5.4K
Event2026-06-30
Filed2026-07-28
MSFT Put
MICROSOFT CORP
214.29%
Shares2.2K
Event2026-06-30
Filed2026-07-28
NVDA Put
NVIDIA CORPORATION
90.48%
Shares4.0K
Event2026-06-30
Filed2026-07-28
BRK.B Put
BERKSHIRE HATHAWAY INC DEL
New
Shares1.4K
Event2026-06-30
Filed2026-07-28
HD Put
HOME DEPOT INC
New
Shares1.3K
Event2026-06-30
Filed2026-07-28
UNITEDHEALTH GROUP INC Put
UNITEDHEALTH GROUP INC
New
Shares1.1K
Event2026-06-30
Filed2026-07-28
NEXTERA ENERGY INC Put
NEXTERA ENERGY INC
New
Shares4.4K
Event2026-06-30
Filed2026-07-28
AMZN Put
AMAZON COM INC
New
Shares1.6K
Event2026-06-30
Filed2026-07-28
WMT Put
WALMART INC
New
Shares2.8K
Event2026-06-30
Filed2026-07-28
AAPL Put
APPLE INC
New
Shares900
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC Put
META PLATFORMS INC
New
Shares400
Event2026-06-30
Filed2026-07-28
GLD Put
SPDR GOLD TR
-76.92%
Shares600
Event2026-06-30
Filed2026-07-28