Sponsored

The Analysis of Turning Point Benefit Group, Inc.'s Holdings & P&L

Currently, Turning Point Benefit Group, Inc. holds 847 types of securities in its portfolio with a total value $191.4M. In the most recent quarter, they have increased their positions in N/A (+336.0K shares, valued at $5.0M), FLOT (+70.9K shares, valued at $3.6M), CGMS (+79.5K shares, valued at $2.2M); decreased their positions in BIL (-19.9K shares, valued at $1.8M), SPYM (-17.0K shares, valued at $1.4M), SHV (-12.1K shares, valued at $1.3M); initiated new positions in N/A (+336.0K shares, valued at $5.0M), BSJU (+61.3K shares, valued at $1.6M), BRLN (+21.4K shares, valued at $1.1M).

1M P&L

+1.7M+0.92%

3M P&L

+946.9K+0.51%

HY P&L

+15.9M+9.36%

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/A142.1M

80.3%

2Gold7.5M

4.2%

3Semiconductors3.9M

2.2%

Top Industries by Stock Count

1N/A126 stocks

15.9%

2Banks - Regional37 stocks

4.7%

3Software - Application30 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST273.7K shares-6.78%2025-12-312026-01-30

FLOT ISHARES TR249.3K shares39.74%2025-12-312026-01-30

SPYM SPDR SERIES TRUST122.0K shares-12.21%2025-12-312026-01-30

WWJD NORTHERN LTS FD TR IV264.7K shares-6.61%2025-12-312026-01-30

CGMS CAPITAL GRP FIXED INCM ETF T273.3K shares41.01%2025-12-312026-01-30

WPM WHEATON PRECIOUS METALS CORP54.1K shares2.93%2025-12-312026-01-30

DFIV DIMENSIONAL ETF TRUST122.5K shares21.17%2025-12-312026-01-30

VYMI VANGUARD WHITEHALL FDS56.8K shares21.32%2025-12-312026-01-30

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD336.0K sharesnew addition2025-12-312026-01-30

TFLR T ROWE PRICE ETF INC88.9K shares41.00%2025-12-312026-01-30

SPEM SPDR INDEX SHS FDS84.5K shares-2.59%2025-12-312026-01-30

TPSC TIMOTHY PLAN87.1K shares-10.02%2025-12-312026-01-30

QQQM INVESCO EXCH TRADED FD TR II14.0K shares19.77%2025-12-312026-01-30

FDL FIRST TR EXCHANGE-TRADED FD71.3K shares29.94%2025-12-312026-01-30

CGDV CAPITAL GROUP DIVIDEND VALUE72.3K shares28.01%2025-12-312026-01-30

MOAT VANECK ETF TRUST29.3K shares27.85%2025-12-312026-01-30

Sponsored

SLVP ISHARES INC87.6K shares6.10%2025-12-312026-01-30

GLD SPDR GOLD TR7.6K shares9.99%2025-12-312026-01-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.4K shares29.47%2025-12-312026-01-30

MOTI VANECK ETF TRUST79.2K shares28.37%2025-12-312026-01-30

IAUM ISHARES GOLD TR65.8K shares-4.86%2025-12-312026-01-30

TPIF TIMOTHY PLAN80.4K shares53.71%2025-12-312026-01-30

RING ISHARES INC36.9K shares8.43%2025-12-312026-01-30

BIBL NORTHERN LTS FD TR IV58.0K shares16.11%2025-12-312026-01-30

Sponsored

TPHD TIMOTHY PLAN58.8K shares112.59%2025-12-312026-01-30

TSM TAIWAN SEMICONDUCTOR MFG LTD7.4K shares1.52%2025-12-312026-01-30

TPLC TIMOTHY PLAN46.2K shares40.59%2025-12-312026-01-30

PSC PRINCIPAL EXCHANGE TRADED FD32.2K shares28.23%2025-12-312026-01-30

IJJ ISHARES TR13.9K shares29.27%2025-12-312026-01-30

ALPHABET INC ALPHABET INC5.6K shares238.62%2025-12-312026-01-30

MSFT MICROSOFT CORP3.6K shares17.80%2025-12-312026-01-30

BSJU INVESCO EXCH TRD SLF IDX FD61.3K sharesnew addition2025-12-312026-01-30

Sponsored

BSJT INVESCO EXCH TRD SLF IDX FD74.2K shares41.17%2025-12-312026-01-30

BSJS INVESCO EXCH TRD SLF IDX FD72.3K shares40.70%2025-12-312026-01-30

NVDA NVIDIA CORPORATION7.6K shares-0.38%2025-12-312026-01-30

BRLN BLACKROCK ETF TRUST II21.4K sharesnew addition2025-12-312026-01-30

O REALTY INCOME CORP19.2K shares38.22%2025-12-312026-01-30

VLO VALERO ENERGY CORP6.1K shares10.77%2025-12-312026-01-30

PDBC INVESCO ACTVELY MNGD ETC FD74.1K shares-7.54%2025-12-312026-01-30

EVRG EVERGY INC11.9K shares9.06%2025-12-312026-01-30

Sponsored

BARRICK MNG CORP BARRICK MNG CORP19.2K shares-6.87%2025-12-312026-01-30

VYM VANGUARD WHITEHALL FDS5.8K shares4.57%2025-12-312026-01-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.6K shares13.61%2025-12-312026-01-30

OHI OMEGA HEALTHCARE INVS INC17.0K shares16.99%2025-12-312026-01-30

VEEV VEEVA SYS INC3.3K shares-22.07%2025-12-312026-01-30

IBD NORTHERN LTS FD TR IV30.3K shares-21.94%2025-12-312026-01-30

XOM EXXON MOBIL CORP5.8K shares11.45%2025-12-312026-01-30

V VISA INC2.0K shares-0.30%2025-12-312026-01-30

Sponsored

MA MASTERCARD INCORPORATED1.2K shares0.58%2025-12-312026-01-30

WCC WESCO INTL INC2.7K shares0.26%2025-12-312026-01-30

ZS ZSCALER INC2.8K shares71.60%2025-12-312026-01-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.9K shares9.63%2025-12-312026-01-30

NEM NEWMONT CORP6.1K sharesnew addition2025-12-312026-01-30

DLR DIGITAL RLTY TR INC3.6K shares17.28%2025-12-312026-01-30

COST COSTCO WHOLESALE CORPORATION634 shares8.38%2025-12-312026-01-30

PNR PENTAIR PLC4.9K shares-33.73%2025-12-312026-01-30

Sponsored

AAPL APPLE INC1.9K shares43.77%2025-12-312026-01-30

HYDB ISHARES TR10.4K shares23.25%2025-12-312026-01-30

BLES NORTHERN LTS FD TR IV11.2K shares92.07%2025-12-312026-01-30

ESS ESSEX PPTY TR INC1.8K shares-15.90%2025-12-312026-01-30

CTAS CINTAS CORP2.2K shares25.04%2025-12-312026-01-30

MCD MCDONALDS CORP1.3K shares19.27%2025-12-312026-01-30

SCHG SCHWAB STRATEGIC TR11.2K shares-49.81%2025-12-312026-01-30

AEM AGNICO EAGLE MINES LTD2.2K shares2.33%2025-12-312026-01-30

Sponsored

ES EVERSOURCE ENERGY5.3K shares8.67%2025-12-312026-01-30

SO SOUTHERN CO3.9K shares19.93%2025-12-312026-01-30

AMZN AMAZON COM INC1.5K shares102.06%2025-12-312026-01-30

ABRDN FDS ABRDN FDS9.6K sharesnew addition2025-12-312026-01-30

COF CAPITAL ONE FINL CORP1.4K shares8.06%2025-12-312026-01-30

KLAC KLA CORP267 shares12.18%2025-12-312026-01-30

VST VISTRA CORP2.0K shares5.04%2025-12-312026-01-30

ITW ILLINOIS TOOL WKS INC1.3K shares-13.26%2025-12-312026-01-30

Sponsored

INVESCO QQQ TR INVESCO QQQ TR502 shares-2.14%2025-12-312026-01-30

ARISTA NETWORKS INC ARISTA NETWORKS INC2.3K shares7137.50%2025-12-312026-01-30

PANW PALO ALTO NETWORKS INC1.6K shares7.31%2025-12-312026-01-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL568 shares1435.14%2025-12-312026-01-30

HPE HEWLETT PACKARD ENTERPRISE C11.6K shares0.00%2025-12-312026-01-30

OKE ONEOK INC NEW3.5K shares37.90%2025-12-312026-01-30

SHV ISHARES TR2.3K shares-83.87%2025-12-312026-01-30

GLRY NORTHERN LTS FD TR IV6.6K shares-24.03%2025-12-312026-01-30

Sponsored

BSX BOSTON SCIENTIFIC CORP2.4K shares-29.56%2025-12-312026-01-30

VGK VANGUARD INTL EQUITY INDEX F2.7K shares0.00%2025-12-312026-01-30

PH PARKER-HANNIFIN CORP249 shares32.45%2025-12-312026-01-30

NOW SERVICENOW INC1.4K shares565.26%2025-12-312026-01-30

ALPHABET INC ALPHABET INC676 shares159.00%2025-12-312026-01-30

ACNB ACNB CORP4.3K shares-4.95%2025-12-312026-01-30

CAT CATERPILLAR INC362 shares9.04%2025-12-312026-01-30

COP CONOCOPHILLIPS2.2K shares31.30%2025-12-312026-01-30

Sponsored

ABBV ABBVIE INC884 shares1.49%2025-12-312026-01-30

HEFA ISHARES TR4.7K shares-11.63%2025-12-312026-01-30

AME AMETEK INC919 shares7558.33%2025-12-312026-01-30

BROADCOM INC BROADCOM INC531 shares27.34%2025-12-312026-01-30

CSX CSX CORP4.9K shares-23.55%2025-12-312026-01-30

ON ON SEMICONDUCTOR CORP3.3K shares17.53%2025-12-312026-01-30

KGC KINROSS GOLD CORP6.3K shares6.64%2025-12-312026-01-30

BKH BLACK HILLS CORP2.5K shares2655.06%2025-12-312026-01-30

Sponsored

STERIS PLC STERIS PLC659 shares-63.37%2025-12-312026-01-30

BILS SPDR SERIES TRUST1.6K shares-81.71%2025-12-312026-01-30

WPC WP CAREY INC2.5K shares6.26%2025-12-312026-01-30

IDV ISHARES TR4.1K shares36.04%2025-12-312026-01-30

MCK MCKESSON CORP194 shares26.80%2025-12-312026-01-30

CPRT COPART INC4.1K shares50.74%2025-12-312026-01-30

PPL PPL CORP4.4K shares18.90%2025-12-312026-01-30

LAM RESEARCH CORP LAM RESEARCH CORP894 shares-16.29%2025-12-312026-01-30

Sponsored

WELL WELLTOWER INC817 shares14.91%2025-12-312026-01-30

RWL INVESCO EXCH TRADED FD TR II1.3K shares-3.08%2025-12-312026-01-30

MNST MONSTER BEVERAGE CORP NEW1.9K shares24.12%2025-12-312026-01-30

IJH ISHARES TR2.1K shares-17.04%2025-12-312026-01-30

PLTR PALANTIR TECHNOLOGIES INC796 shares5.57%2025-12-312026-01-30

TBIL RBB FD INC2.8K shares-26.49%2025-12-312026-01-30

EFA ISHARES TR1.4K shares-0.21%2025-12-312026-01-30

XLC SELECT SECTOR SPDR TR1.1K shares-17.92%2025-12-312026-01-30

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.1K shares6.08%2025-12-312026-01-30

XLU SELECT SECTOR SPDR TR3.0K shares81.30%2025-12-312026-01-30

XLRE SELECT SECTOR SPDR TR3.1K shares-7.53%2025-12-312026-01-30

DE DEERE & CO265 shares1.53%2025-12-312026-01-30

CRM SALESFORCE INC452 shares73.85%2025-12-312026-01-30

AMAT APPLIED MATLS INC453 shares-27.64%2025-12-312026-01-30

COWZ PACER FDS TR1.9K shares-11.32%2025-12-312026-01-30

FTV FORTIVE CORP2.0K shares15.52%2025-12-312026-01-30

Sponsored

ICSH ISHARES TR2.1K shares-11.24%2025-12-312026-01-30

LLY ELI LILLY & CO96 shares41.18%2025-12-312026-01-30

CMI CUMMINS INC187 shares-10.53%2025-12-312026-01-30

JPM JPMORGAN CHASE & CO.288 shares157.14%2025-12-312026-01-30

HP INC HP INC4.0K shares2.61%2025-12-312026-01-30

A AGILENT TECHNOLOGIES INC642 shares8.08%2025-12-312026-01-30

YUMC YUM CHINA HLDGS INC1.8K shares13.86%2025-12-312026-01-30

CENCORA INC CENCORA INC255 shares7.59%2025-12-312026-01-30

Sponsored

CDNS CADENCE DESIGN SYSTEM INC275 shares22.77%2025-12-312026-01-30

TMO THERMO FISHER SCIENTIFIC INC148 shares48.00%2025-12-312026-01-30

VRSN VERISIGN INC351 shares46.86%2025-12-312026-01-30

VTEB VANGUARD MUN BD FDS1.7K shares0.00%2025-12-312026-01-30

IEX IDEX CORP471 shares-40.30%2025-12-312026-01-30

TSLA TESLA INC170 shares161.54%2025-12-312026-01-30

MSI MOTOROLA SOLUTIONS INC190 shares18.75%2025-12-312026-01-30

META META PLATFORMS INC110 shares1122.22%2025-12-312026-01-30

Sponsored

UNP UNION PAC CORP313 shares27.76%2025-12-312026-01-30

FGD FIRST TR EXCHANGE TRADED FD2.3K shares24.92%2025-12-312026-01-30

WMB WILLIAMS COS INC1.0K shares38.59%2025-12-312026-01-30

MERCK & CO INC MERCK & CO INC567 shares10.74%2025-12-312026-01-30

PHO INVESCO EXCHANGE TRADED FD T824 shares-9.45%2025-12-312026-01-30

WMT WALMART INC510 shares0.39%2025-12-312026-01-30

ORCL ORACLE CORP285 shares137.50%2025-12-312026-01-30

VTV VANGUARD INDEX FDS283 shares-7.21%2025-12-312026-01-30

Sponsored

EPI WISDOMTREE TR1.1K shares-11.11%2025-12-312026-01-30

CVX CHEVRON CORP NEW339 shares7.96%2025-12-312026-01-30

D DOMINION ENERGY INC845 shares15.44%2025-12-312026-01-30

JNJ JOHNSON & JOHNSON233 shares4.48%2025-12-312026-01-30

VPU VANGUARD WORLD FD258 sharesnew addition2025-12-312026-01-30

SUSL ISHARES TR384 sharesnew addition2025-12-312026-01-30

MU MICRON TECHNOLOGY INC163 shares26.36%2025-12-312026-01-30

BMY BRISTOL-MYERS SQUIBB CO852 shares0.00%2025-12-312026-01-30

Sponsored

IEFA ISHARES TR505 shares0.00%2025-12-312026-01-30

CNO CNO FINL GROUP INC1.0K shares17.71%2025-12-312026-01-30

UNH UNITEDHEALTH GROUP INC133 shares12.71%2025-12-312026-01-30

HCA HCA HEALTHCARE INC92 shares1740.00%2025-12-312026-01-30

VANGUARD INDEX FDS VANGUARD INDEX FDS67 shares0.00%2025-12-312026-01-30

HD HOME DEPOT INC122 shares117.86%2025-12-312026-01-30

ABT ABBOTT LABS322 shares9.90%2025-12-312026-01-30

KO COCA COLA CO566 shares13.65%2025-12-312026-01-30

Sponsored

KMB KIMBERLY-CLARK CORP375 shares3.59%2025-12-312026-01-30

ED CONSOLIDATED EDISON INC378 shares16.67%2025-12-312026-01-30

CAH CARDINAL HEALTH INC182 shares-8.54%2025-12-312026-01-30

VSGX VANGUARD WORLD FD519 sharesnew addition2025-12-312026-01-30

SCHD SCHWAB STRATEGIC TR1.3K shares0.08%2025-12-312026-01-30

TOL TOLL BROTHERS INC261 shares0.00%2025-12-312026-01-30

TJX TJX COS INC NEW226 shares130.61%2025-12-312026-01-30

T AT&T INC1.4K shares56.60%2025-12-312026-01-30

Sponsored

PRU PRUDENTIAL FINL INC289 shares36.97%2025-12-312026-01-30

TMUS T-MOBILE US INC157 shares3825.00%2025-12-312026-01-30

ISRG INTUITIVE SURGICAL INC56 shares833.33%2025-12-312026-01-30

WFC WELLS FARGO CO NEW335 shares25.47%2025-12-312026-01-30

HYD VANECK ETF TRUST569 shares-3.40%2025-12-312026-01-30

IVW ISHARES TR229 shares0.00%2025-12-312026-01-30

SCHV SCHWAB STRATEGIC TR918 shares-91.86%2025-12-312026-01-30

AZO AUTOZONE INC8 shares33.33%2025-12-312026-01-30

Sponsored

ENB ENBRIDGE INC564 shares0.00%2025-12-312026-01-30

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW254 shares1853.85%2025-12-312026-01-30

QALT SEI EXCHANGE TRADED FUNDS1.0K sharesnew addition2025-12-312026-01-30

NFLX NETFLIX INC.270 shares13400.00%2025-12-312026-01-30

VZ VERIZON COMMUNICATIONS INC617 shares37.42%2025-12-312026-01-30

XLB SELECT SECTOR SPDR TR554 sharesnew addition2025-12-312026-01-30

NEA NUVEEN AMT FREE QLTY MUN INC2.1K shares0.00%2025-12-312026-01-30

MUB ISHARES TR218 shares-9.92%2025-12-312026-01-30

Sponsored

IBM INTERNATIONAL BUSINESS MACHS78 shares41.82%2025-12-312026-01-30

LINDE PLC LINDE PLC54 shares157.14%2025-12-312026-01-30

SPGI S&P GLOBAL INC44 sharesnew addition2025-12-312026-01-30

MCO MOODYS CORP45 shares-8.16%2025-12-312026-01-30

PSA PUBLIC STORAGE OPER CO86 shares7.50%2025-12-312026-01-30

DHR DANAHER CORPORATION95 shares5.56%2025-12-312026-01-30

AEP AMERICAN ELEC PWR CO INC183 sharesnew addition2025-12-312026-01-30

CME CME GROUP INC77 shares37.50%2025-12-312026-01-30

Sponsored

DGRO ISHARES TR291 shares838.71%2025-12-312026-01-30

RSHO TEMA ETF TRUST451 shares0.00%2025-12-312026-01-30

CSCO CISCO SYS INC258 shares109.76%2025-12-312026-01-30

SPDW SPDR INDEX SHS FDS438 shares0.00%2025-12-312026-01-30

ASML ASML HOLDING N V18 shares1700.00%2025-12-312026-01-30

ORLY OREILLY AUTOMOTIVE INC206 shares586.67%2025-12-312026-01-30

AMD ADVANCED MICRO DEVICES INC86 shares975.00%2025-12-312026-01-30

PEP PEPSICO INC125 shares-4.58%2025-12-312026-01-30

Sponsored

LOW LOWES COS INC74 shares12.12%2025-12-312026-01-30

IVV ISHARES TR26 sharesnew addition2025-12-312026-01-30

BAC BANK AMERICA CORP320 shares357.14%2025-12-312026-01-30

CMCSA COMCAST CORP NEW574 shares-10.59%2025-12-312026-01-30

ET ENERGY TRANSFER L P1.0K shares1.86%2025-12-312026-01-30

NEE NEXTERA ENERGY INC213 shares2562.50%2025-12-312026-01-30

CGNX COGNEX CORP470 shares0.00%2025-12-312026-01-30

PG PROCTER & GAMBLE CO116 shares93.33%2025-12-312026-01-30

Sponsored

VUG VANGUARD INDEX FDS34 shares-35.85%2025-12-312026-01-30

EPD ENTERPRISE PRODS PARTNERS L516 shares-29.12%2025-12-312026-01-30

BKNG BOOKING HOLDINGS INC3 shares200.00%2025-12-312026-01-30

SBLK STAR BULK CARRIERS CORP.803 shares0.00%2025-12-312026-01-30

ADBE ADOBE INC44 shares100.00%2025-12-312026-01-30

PFE PFIZER INC606 shares14.56%2025-12-312026-01-30

ADI ANALOG DEVICES INC55 shares34.15%2025-12-312026-01-30

WSBC WESBANCO INC443 shares0.00%2025-12-312026-01-30

Sponsored

HLT HILTON WORLDWIDE HLDGS INC51 shares54.55%2025-12-312026-01-30

HUBS HUBSPOT INC36 shares-35.71%2025-12-312026-01-30

MTB M & T BK CORP71 shares0.00%2025-12-312026-01-30

HIG HARTFORD INSURANCE GROUP INC102 shares1600.00%2025-12-312026-01-30

SHW SHERWIN WILLIAMS CO43 shares48.28%2025-12-312026-01-30

NXPI NXP SEMICONDUCTORS N V64 sharesnew addition2025-12-312026-01-30

PWR QUANTA SVCS INC31 shares1450.00%2025-12-312026-01-30

PM PHILIP MORRIS INTL INC80 shares233.33%2025-12-312026-01-30

Sponsored

GE AEROSPACE GE AEROSPACE40 shares344.44%2025-12-312026-01-30

BND VANGUARD BD INDEX FDS165 sharesnew addition2025-12-312026-01-30

GM GENERAL MTRS CO149 shares37.96%2025-12-312026-01-30

EOG EOG RES INC115 sharesnew addition2025-12-312026-01-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND45 shares309.09%2025-12-312026-01-30

IDEV ISHARES TR145 shares-94.91%2025-12-312026-01-30

AMT AMERICAN TOWER CORP68 sharesnew addition2025-12-312026-01-30

OTIS OTIS WORLDWIDE CORP135 shares-2.17%2025-12-312026-01-30

Sponsored

SNPS SYNOPSYS INC25 sharesnew addition2025-12-312026-01-30

GS GOLDMAN SACHS GROUP INC13 sharesnew addition2025-12-312026-01-30

NOC NORTHROP GRUMMAN CORP20 shares1900.00%2025-12-312026-01-30

CITIGROUP INC CITIGROUP INC97 shares-90.80%2025-12-312026-01-30

IEMG ISHARES INC168 shares-89.50%2025-12-312026-01-30

MSCI MSCI INC19 shares18.75%2025-12-312026-01-30

VRTX VERTEX PHARMACEUTICALS INC24 shares2300.00%2025-12-312026-01-30

NMZ NUVEEN MUN HIGH INCOME OPPOR1.0K shares0.00%2025-12-312026-01-30

Sponsored

ROP ROPER TECHNOLOGIES INC22 shares2100.00%2025-12-312026-01-30

NI NISOURCE INC230 shares2200.00%2025-12-312026-01-30

SEIE SEI EXCHANGE TRADED FUNDS295 sharesnew addition2025-12-312026-01-30

ZTS ZOETIS INC76 sharesnew addition2025-12-312026-01-30

FITB FIFTH THIRD BANCORP200 shares1718.18%2025-12-312026-01-30

MO ALTRIA GROUP INC159 shares381.82%2025-12-312026-01-30

IJR ISHARES TR75 shares0.00%2025-12-312026-01-30

TFC TRUIST FINL CORP183 shares61.95%2025-12-312026-01-30

Sponsored

CFG CITIZENS FINL GROUP INC153 shares1430.00%2025-12-312026-01-30

IWN ISHARES TR49 shares0.00%2025-12-312026-01-30

JPC NUVEEN PFD & INCOME OPPORTUN1.1K shares0.00%2025-12-312026-01-30

F FORD MTR CO669 shares1211.76%2025-12-312026-01-30

HYG ISHARES TR106 sharesnew addition2025-12-312026-01-30

AXP AMERICAN EXPRESS CO23 shares1050.00%2025-12-312026-01-30

MTD METTLER TOLEDO INTERNATIONAL6 shares-14.29%2025-12-312026-01-30

FAN FIRST TR EXCHANGE-TRADED FD408 sharesnew addition2025-12-312026-01-30

Sponsored

MS MORGAN STANLEY47 shares261.54%2025-12-312026-01-30

IWR ISHARES TR83 sharesnew addition2025-12-312026-01-30

GEV GE VERNOVA INC12 shares1100.00%2025-12-312026-01-30

CARR CARRIER GLOBAL CORPORATION148 shares-3.27%2025-12-312026-01-30

BANC BANC OF CALIFORNIA INC396 shares0.00%2025-12-312026-01-30

ETR ENTERGY CORP NEW82 shares583.33%2025-12-312026-01-30

MMC MARSH & MCLENNAN COS INC40 shares1900.00%2025-12-312026-01-30

FBIN FORTUNE BRANDS INNOVATIONS I145 shares9.02%2025-12-312026-01-30

Sponsored

RAL RALLIANT CORP142 shares-10.13%2025-12-312026-01-30

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD507 sharesnew addition2025-12-312026-01-30

SCHW SCHWAB CHARLES CORP68 shares223.81%2025-12-312026-01-30

INTU INTUIT10 shares400.00%2025-12-312026-01-30

COIN COINBASE GLOBAL INC29 shares38.10%2025-12-312026-01-30

GRID FIRST TR EXCHANGE-TRADED FD42 sharesnew addition2025-12-312026-01-30

FDS FACTSET RESH SYS INC22 shares-8.33%2025-12-312026-01-30

BUD ANHEUSER BUSCH INBEV SA/NV99 sharesnew addition2025-12-312026-01-30

Sponsored

UBER UBER TECHNOLOGIES INC77 shares1000.00%2025-12-312026-01-30

GGG GRACO INC76 shares-8.43%2025-12-312026-01-30

USB US BANCORP DEL112 shares5500.00%2025-12-312026-01-30

SYK STRYKER CORPORATION17 shares325.00%2025-12-312026-01-30

TMHC TAYLOR MORRISON HOME CORP101 shares274.07%2025-12-312026-01-30

TPR TAPESTRY INC46 shares0.00%2025-12-312026-01-30

RTX RTX CORPORATION32 shares-70.37%2025-12-312026-01-30

KEY KEYCORP282 shares872.41%2025-12-312026-01-30

Sponsored

QCOM QUALCOMM INC34 shares100.00%2025-12-312026-01-30

RF REGIONS FINANCIAL CORP NEW213 sharesnew addition2025-12-312026-01-30

OMC OMNICOM GROUP INC71 shares2266.67%2025-12-312026-01-30

VWOB VANGUARD WHITEHALL FDS84 shares-3.45%2025-12-312026-01-30

TCHP T ROWE PRICE ETF INC112 shares-15.15%2025-12-312026-01-30

BBIO BRIDGEBIO PHARMA INC73 sharesnew addition2025-12-312026-01-30

UNG UNITED STS NAT GAS FD LP455 shares0.00%2025-12-312026-01-30

NKE NIKE INC87 shares-6.45%2025-12-312026-01-30

Sponsored

FE FIRSTENERGY CORP123 shares1130.00%2025-12-312026-01-30

IWO ISHARES TR17 shares0.00%2025-12-312026-01-30

VBK VANGUARD INDEX FDS18 shares-90.77%2025-12-312026-01-30

ABNB AIRBNB INC40 sharesnew addition2025-12-312026-01-30

LPTH LIGHTPATH TECHNOLOGIES INC500 shares0.00%2025-12-312026-01-30

OKLO OKLO INC75 shares-9.64%2025-12-312026-01-30

BLACKROCK INC BLACKROCK INC5 sharesnew addition2025-12-312026-01-30

CPB THE CAMPBELLS COMPANY187 shares79.81%2025-12-312026-01-30

Sponsored

SRE SEMPRA59 sharesnew addition2025-12-312026-01-30

IP INTERNATIONAL PAPER CO132 shares221.95%2025-12-312026-01-30

FAST FASTENAL CO126 shares215.00%2025-12-312026-01-30

SMR NUSCALE PWR CORP355 shares164.93%2025-12-312026-01-30

VWO VANGUARD INTL EQUITY INDEX F93 shares0.00%2025-12-312026-01-30

CB CHUBB LIMITED16 shares77.78%2025-12-312026-01-30

SEIV SEI EXCHANGE TRADED FUNDS119 shares-94.48%2025-12-312026-01-30

JCI JOHNSON CTLS INTL PLC41 shares310.00%2025-12-312026-01-30

Sponsored

CINF CINCINNATI FINL CORP30 sharesnew addition2025-12-312026-01-30

AM ANTERO MIDSTREAM CORP272 sharesnew addition2025-12-312026-01-30

SEIM SEI EXCHANGE TRADED FUNDS104 shares-94.57%2025-12-312026-01-30

XPO XPO INC35 sharesnew addition2025-12-312026-01-30

APP APPLOVIN CORP7 shares133.33%2025-12-312026-01-30

AWK AMERICAN WTR WKS CO INC NEW36 shares-2.70%2025-12-312026-01-30

IWM ISHARES TR19 sharesnew addition2025-12-312026-01-30

AJG GALLAGHER ARTHUR J & CO18 sharesnew addition2025-12-312026-01-30

Sponsored

BDX BECTON DICKINSON & CO24 shares33.33%2025-12-312026-01-30

RSG REPUBLIC SVCS INC21 shares162.50%2025-12-312026-01-30

IDA IDACORP INC35 sharesnew addition2025-12-312026-01-30

CR CRANE COMPANY24 sharesnew addition2025-12-312026-01-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL16 sharesnew addition2025-12-312026-01-30

KR KROGER CO70 shares55.56%2025-12-312026-01-30

MTZ MASTEC INC20 shares900.00%2025-12-312026-01-30

XLK SELECT SECTOR SPDR TR30 shares100.00%2025-12-312026-01-30

Sponsored

BLACKSTONE INC BLACKSTONE INC28 shares1300.00%2025-12-312026-01-30

TT TRANE TECHNOLOGIES PLC11 shares37.50%2025-12-312026-01-30

URA GLOBAL X FDS100 sharesnew addition2025-12-312026-01-30

CL COLGATE PALMOLIVE CO54 shares-15.63%2025-12-312026-01-30

GRMN GARMIN LTD21 shares425.00%2025-12-312026-01-30

EXPE EXPEDIA GROUP INC15 shares650.00%2025-12-312026-01-30

NVT NVENT ELECTRIC PLC41 shares1266.67%2025-12-312026-01-30

PEG PUBLIC SVC ENTERPRISE GRP IN52 shares372.73%2025-12-312026-01-30

Sponsored

EMB ISHARES TR43 shares0.00%2025-12-312026-01-30

VB VANGUARD INDEX FDS16 sharesnew addition2025-12-312026-01-30

SPG SIMON PPTY GROUP INC NEW22 shares633.33%2025-12-312026-01-30

CMS CMS ENERGY CORP58 shares1833.33%2025-12-312026-01-30

FTNT FORTINET INC50 shares92.31%2025-12-312026-01-30

EBND SPDR SERIES TRUST185 shares0.00%2025-12-312026-01-30

SEEM SEI EXCHANGE TRADED FUNDS127 shares-94.73%2025-12-312026-01-30

AIG AMERICAN INTL GROUP INC46 shares557.14%2025-12-312026-01-30

Sponsored

CVS CVS HEALTH CORP49 shares75.00%2025-12-312026-01-30

REVG REV GROUP INC63 shares0.00%2025-12-312026-01-30

MSTR STRATEGY INC25 shares13.64%2025-12-312026-01-30

ROST ROSS STORES INC21 shares425.00%2025-12-312026-01-30

EXC EXELON CORP86 shares681.82%2025-12-312026-01-30

SEIS SEI EXCHANGE TRADED FUNDS133 shares-91.60%2025-12-312026-01-30

NTRA NATERA INC16 sharesnew addition2025-12-312026-01-30

DIS DISNEY WALT CO32 shares220.00%2025-12-312026-01-30

Sponsored

MPWR MONOLITHIC PWR SYS INC4 shares300.00%2025-12-312026-01-30

AMGN AMGEN INC11 shares450.00%2025-12-312026-01-30

GIS GENERAL MLS INC77 shares755.56%2025-12-312026-01-30

INTC INTEL CORP98 shares-25.76%2025-12-312026-01-30

APH AMPHENOL CORP NEW26 shares333.33%2025-12-312026-01-30

BPOP POPULAR INC28 shares0.00%2025-12-312026-01-30

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC41 shares412.50%2025-12-312026-01-30

FHN FIRST HORIZON CORPORATION145 sharesnew addition2025-12-312026-01-30

Sponsored

RKT ROCKET COS INC176 sharesnew addition2025-12-312026-01-30

XEL XCEL ENERGY INC46 sharesnew addition2025-12-312026-01-30

LMT LOCKHEED MARTIN CORP7 shares75.00%2025-12-312026-01-30

FICO FAIR ISAAC CORP2 shares0.00%2025-12-312026-01-30

RGLD ROYAL GOLD INC15 shares1400.00%2025-12-312026-01-30

SON SONOCO PRODS CO76 sharesnew addition2025-12-312026-01-30

GILD GILEAD SCIENCES INC27 shares237.50%2025-12-312026-01-30

VIG VANGUARD SPECIALIZED FUNDS15 sharesnew addition2025-12-312026-01-30

Sponsored

PHM PULTE GROUP INC28 shares100.00%2025-12-312026-01-30

FNF FIDELITY NATIONAL FINANCIAL60 shares1400.00%2025-12-312026-01-30

EA ELECTRONIC ARTS INC16 shares128.57%2025-12-312026-01-30

SYF SYNCHRONY FINANCIAL39 shares0.00%2025-12-312026-01-30

SYY SYSCO CORP44 shares388.89%2025-12-312026-01-30

MET METLIFE INC41 sharesnew addition2025-12-312026-01-30

VLTO VERALTO CORP32 shares0.00%2025-12-312026-01-30

CEG CONSTELLATION ENERGY CORP9 sharesnew addition2025-12-312026-01-30

Sponsored

VBR VANGUARD INDEX FDS15 shares-94.21%2025-12-312026-01-30

KVUE KENVUE INC183 shares0.00%2025-12-312026-01-30

IRM IRON MTN INC DEL38 sharesnew addition2025-12-312026-01-30

NTAP NETAPP INC29 shares0.00%2025-12-312026-01-30

NUE NUCOR CORP19 shares1800.00%2025-12-312026-01-30

GL GLOBE LIFE INC22 shares2100.00%2025-12-312026-01-30

R RYDER SYS INC16 shares0.00%2025-12-312026-01-30

BA BOEING CO14 shares600.00%2025-12-312026-01-30

Sponsored

GWW WW GRAINGER INC3 shares0.00%2025-12-312026-01-30

DVN DEVON ENERGY CORP NEW82 shares485.71%2025-12-312026-01-30

ICLN ISHARES TR182 sharesnew addition2025-12-312026-01-30

TWLO TWILIO INC21 shares950.00%2025-12-312026-01-30

ITT INC ITT INC17 shares750.00%2025-12-312026-01-30

DASH DOORDASH INC13 shares160.00%2025-12-312026-01-30

DOCU DOCUSIGN INC43 shares10.26%2025-12-312026-01-30

LAMR LAMAR ADVERTISING CO NEW23 shares0.00%2025-12-312026-01-30

Sponsored

HRB BLOCK H & R INC66 shares1000.00%2025-12-312026-01-30

HWC HANCOCK WHITNEY CORPORATION45 sharesnew addition2025-12-312026-01-30

MOD MODINE MFG CO21 shares0.00%2025-12-312026-01-30

WDAY WORKDAY INC13 sharesnew addition2025-12-312026-01-30

ENS ENERSYS19 sharesnew addition2025-12-312026-01-30

MPC MARATHON PETE CORP17 shares325.00%2025-12-312026-01-30

DRI DARDEN RESTAURANTS INC15 shares200.00%2025-12-312026-01-30

WDC WESTERN DIGITAL CORP16 shares300.00%2025-12-312026-01-30

Sponsored

HON HONEYWELL INTL INC14 shares250.00%2025-12-312026-01-30

QCLN FIRST TR EXCHANGE-TRADED FD61 sharesnew addition2025-12-312026-01-30

DOC HEALTHPEAK PROPERTIES INC169 shares1200.00%2025-12-312026-01-30

DAL DELTA AIR LINES INC DEL39 shares254.55%2025-12-312026-01-30

VAW VANGUARD WORLD FD13 sharesnew addition2025-12-312026-01-30

SBUX STARBUCKS CORP32 shares68.42%2025-12-312026-01-30

TDG TRANSDIGM GROUP INC2 sharesnew addition2025-12-312026-01-30

EMR EMERSON ELEC CO20 shares1900.00%2025-12-312026-01-30

Sponsored

VEU VANGUARD INTL EQUITY INDEX F36 sharesnew addition2025-12-312026-01-30

FCOM FIDELITY COVINGTON TRUST36 sharesnew addition2025-12-312026-01-30

LECO LINCOLN ELEC HLDGS INC11 shares450.00%2025-12-312026-01-30

PCAR PACCAR INC24 sharesnew addition2025-12-312026-01-30

ADP AUTOMATIC DATA PROCESSING IN10 sharesnew addition2025-12-312026-01-30

UAL UNITED AIRLS HLDGS INC23 shares475.00%2025-12-312026-01-30

GEHC GE HEALTHCARE TECHNOLOGIES I31 shares55.00%2025-12-312026-01-30

EBAY EBAY INC.29 shares70.59%2025-12-312026-01-30

Sponsored

CTRA COTERRA ENERGY INC95 sharesnew addition2025-12-312026-01-30

UDR UDR INC68 sharesnew addition2025-12-312026-01-30

MAR MARRIOTT INTL INC NEW8 sharesnew addition2025-12-312026-01-30

UNM UNUM GROUP32 shares0.00%2025-12-312026-01-30

UVSP UNIVEST FINANCIAL CORPORATIO75 shares733.33%2025-12-312026-01-30

AMP AMERIPRISE FINL INC5 shares400.00%2025-12-312026-01-30

QNITY ELECTRONICS INC QNITY ELECTRONICS INC30 sharesnew addition2025-12-312026-01-30

OMF ONEMAIN HLDGS INC36 sharesnew addition2025-12-312026-01-30

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN15 shares400.00%2025-12-312026-01-30

URI UNITED RENTALS INC3 sharesnew addition2025-12-312026-01-30

SEIQ SEI EXCHANGE TRADED FUNDS62 shares-93.93%2025-12-312026-01-30

SNA SNAP ON INC7 shares0.00%2025-12-312026-01-30

BUSE FIRST BUSEY CORP101 sharesnew addition2025-12-312026-01-30

CROWN CASTLE INC CROWN CASTLE INC27 sharesnew addition2025-12-312026-01-30

NIO NIO INC469 shares0.00%2025-12-312026-01-30

INDB INDEPENDENT BK CORP MASS32 sharesnew addition2025-12-312026-01-30

Sponsored

SPOT SPOTIFY TECHNOLOGY S A4 shares300.00%2025-12-312026-01-30

PRA PROASSURANCE CORP96 sharesnew addition2025-12-312026-01-30

PFFD GLOBAL X FDS122 shares0.00%2025-12-312026-01-30

PLD PROLOGIS INC.18 shares80.00%2025-12-312026-01-30

DBX DROPBOX INC82 shares0.00%2025-12-312026-01-30

ALLY ALLY FINL INC50 shares0.00%2025-12-312026-01-30

TXN TEXAS INSTRS INC13 shares-35.00%2025-12-312026-01-30

MEDP MEDPACE HLDGS INC4 shares0.00%2025-12-312026-01-30

Sponsored

RCL ROYAL CARIBBEAN GROUP8 shares300.00%2025-12-312026-01-30

NRG NRG ENERGY INC14 shares0.00%2025-12-312026-01-30

CGGO CAPITAL GROUP GBL GROWTH EQT64 shares-20.00%2025-12-312026-01-30

PAG PENSKE AUTOMOTIVE GRP INC14 sharesnew addition2025-12-312026-01-30

WMS ADVANCED DRAIN SYS INC DEL15 sharesnew addition2025-12-312026-01-30

SLB SLB LIMITED56 shares1766.67%2025-12-312026-01-30

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D1 shares0.00%2025-12-312026-01-30

GH GUARDANT HEALTH INC21 sharesnew addition2025-12-312026-01-30

Sponsored

ARES ARES MANAGEMENT CORPORATION13 shares225.00%2025-12-312026-01-30

APA CORPORATION APA CORPORATION84 sharesnew addition2025-12-312026-01-30

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC51 shares121.74%2025-12-312026-01-30

DY DYCOM INDS INC6 shares0.00%2025-12-312026-01-30

CHD CHURCH & DWIGHT CO INC24 sharesnew addition2025-12-312026-01-30

LH LABCORP HOLDINGS INC8 sharesnew addition2025-12-312026-01-30

REMX VANECK ETF TRUST27 sharesnew addition2025-12-312026-01-30

WEN WENDYS CO235 sharesnew addition2025-12-312026-01-30

Sponsored

UMBF UMB FINL CORP17 shares0.00%2025-12-312026-01-30

MTDR MATADOR RES CO46 sharesnew addition2025-12-312026-01-30

LAZARD INC LAZARD INC40 sharesnew addition2025-12-312026-01-30

MIDD MIDDLEBY CORP13 shares8.33%2025-12-312026-01-30

PYPL PAYPAL HLDGS INC33 shares-80.36%2025-12-312026-01-30

HYMB SPDR SERIES TRUST77 shares0.00%2025-12-312026-01-30

CTSH COGNIZANT TECHNOLOGY SOLUTIO23 shares-17.86%2025-12-312026-01-30

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD36 sharesnew addition2025-12-312026-01-30

Sponsored

IVOL KRANESHARES TRUST97 sharesnew addition2025-12-312026-01-30

FN FABRINET4 shares0.00%2025-12-312026-01-30

JXN JACKSON FINANCIAL INC17 shares0.00%2025-12-312026-01-30

STT STATE STR CORP14 shares133.33%2025-12-312026-01-30

GPRE GREEN PLAINS INC184 sharesnew addition2025-12-312026-01-30

HIW HIGHWOODS PPTYS INC69 shares1050.00%2025-12-312026-01-30

NEMD NEUBERGER BERMAN ETF TRUST34 shares0.00%2025-12-312026-01-30

AFL AFLAC INC16 shares0.00%2025-12-312026-01-30

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN20 shares400.00%2025-12-312026-01-30

CSGP COSTAR GROUP INC26 sharesnew addition2025-12-312026-01-30

DGX QUEST DIAGNOSTICS INC10 shares0.00%2025-12-312026-01-30

URBN URBAN OUTFITTERS INC23 shares0.00%2025-12-312026-01-30

HBAN HUNTINGTON BANCSHARES INC99 shares1000.00%2025-12-312026-01-30

CLX CLOROX CO DEL17 sharesnew addition2025-12-312026-01-30

WSO WATSCO INC5 sharesnew addition2025-12-312026-01-30

WHR WHIRLPOOL CORP23 sharesnew addition2025-12-312026-01-30

Sponsored

IQDY FLEXSHARES TR45 shares-13.46%2025-12-312026-01-30

HSY HERSHEY CO9 shares800.00%2025-12-312026-01-30

AES AES CORP114 shares714.29%2025-12-312026-01-30

BBAI BIGBEAR AI HLDGS INC300 shares0.00%2025-12-312026-01-30

FI FISERV INC24 shares71.43%2025-12-312026-01-30

CBRE CBRE GROUP INC10 shares0.00%2025-12-312026-01-30

DLTR DOLLAR TREE INC13 shares333.33%2025-12-312026-01-30

KMI KINDER MORGAN INC DEL58 shares0.00%2025-12-312026-01-30

Sponsored

AGNC AGNC INVT CORP148 sharesnew addition2025-12-312026-01-30

SHLS SHOALS TECHNOLOGIES GROUP IN184 sharesnew addition2025-12-312026-01-30

NDAQ NASDAQ INC16 shares220.00%2025-12-312026-01-30

PRI PRIMERICA INC6 sharesnew addition2025-12-312026-01-30

PSX PHILLIPS 6612 shares1100.00%2025-12-312026-01-30

CUBI CUSTOMERS BANCORP INC21 shares0.00%2025-12-312026-01-30

TTWO TAKE-TWO INTERACTIVE SOFTWAR6 shares500.00%2025-12-312026-01-30

TDY TELEDYNE TECHNOLOGIES INC3 sharesnew addition2025-12-312026-01-30

Sponsored

HEI.A HEICO CORP NEW6 sharesnew addition2025-12-312026-01-30

ORI OLD REP INTL CORP33 shares371.43%2025-12-312026-01-30

CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD93 sharesnew addition2025-12-312026-01-30

WBD WARNER BROS DISCOVERY INC52 shares-22.39%2025-12-312026-01-30

CRH PLC CRH PLC12 shares0.00%2025-12-312026-01-30

WAB WABTEC7 shares0.00%2025-12-312026-01-30

SLGN SILGAN HLDGS INC37 sharesnew addition2025-12-312026-01-30

CAG CONAGRA BRANDS INC86 shares561.54%2025-12-312026-01-30

Sponsored

ADSK AUTODESK INC5 shares150.00%2025-12-312026-01-30

AEIS ADVANCED ENERGY INDS7 sharesnew addition2025-12-312026-01-30

PAYX PAYCHEX INC13 shares-18.75%2025-12-312026-01-30

LULU LULULEMON ATHLETICA INC7 shares-30.00%2025-12-312026-01-30

BIL

SPDR SERIES TRUST

-6.78%

Shares273.7K

Event2025-12-31

Filed2026-01-30

FLOT

ISHARES TR

39.74%

Shares249.3K

Event2025-12-31

Filed2026-01-30

SPYM

SPDR SERIES TRUST

-12.21%

Shares122.0K

Event2025-12-31

Filed2026-01-30

WWJD

NORTHERN LTS FD TR IV

-6.61%

Shares264.7K

Event2025-12-31

Filed2026-01-30

CGMS

CAPITAL GRP FIXED INCM ETF T

41.01%

Shares273.3K

Event2025-12-31

Filed2026-01-30

WPM

WHEATON PRECIOUS METALS CORP

2.93%

Shares54.1K

Event2025-12-31

Filed2026-01-30

DFIV

DIMENSIONAL ETF TRUST

21.17%

Shares122.5K

Event2025-12-31

Filed2026-01-30

VYMI

VANGUARD WHITEHALL FDS

21.32%

Shares56.8K

Event2025-12-31

Filed2026-01-30

BLUEROCK PVT REAL ESTATE FD

New

Shares336.0K

Event2025-12-31

Filed2026-01-30

TFLR

T ROWE PRICE ETF INC

41.00%

Shares88.9K

Event2025-12-31

Filed2026-01-30

SPEM

SPDR INDEX SHS FDS

-2.59%

Shares84.5K

Event2025-12-31

Filed2026-01-30

TPSC

TIMOTHY PLAN

-10.02%

Shares87.1K

Event2025-12-31

Filed2026-01-30

QQQM

INVESCO EXCH TRADED FD TR II

19.77%

Shares14.0K

Event2025-12-31

Filed2026-01-30

FDL

FIRST TR EXCHANGE-TRADED FD

29.94%

Shares71.3K

Event2025-12-31

Filed2026-01-30

CGDV

CAPITAL GROUP DIVIDEND VALUE

28.01%

Shares72.3K

Event2025-12-31

Filed2026-01-30

MOAT

VANECK ETF TRUST

27.85%

Shares29.3K

Event2025-12-31

Filed2026-01-30

SLVP

ISHARES INC

6.10%

Shares87.6K

Event2025-12-31

Filed2026-01-30

GLD

SPDR GOLD TR

9.99%

Shares7.6K

Event2025-12-31

Filed2026-01-30

INVESCO EXCHANGE TRADED FD T

29.47%

Shares15.4K

Event2025-12-31

Filed2026-01-30

MOTI

VANECK ETF TRUST

28.37%

Shares79.2K

Event2025-12-31

Filed2026-01-30

IAUM

ISHARES GOLD TR

-4.86%

Shares65.8K

Event2025-12-31

Filed2026-01-30

TPIF

TIMOTHY PLAN

53.71%

Shares80.4K

Event2025-12-31

Filed2026-01-30

RING

ISHARES INC

8.43%

Shares36.9K

Event2025-12-31

Filed2026-01-30

BIBL

NORTHERN LTS FD TR IV

16.11%

Shares58.0K

Event2025-12-31

Filed2026-01-30

TPHD

TIMOTHY PLAN

112.59%

Shares58.8K

Event2025-12-31

Filed2026-01-30

TSM

TAIWAN SEMICONDUCTOR MFG LTD

1.52%

Shares7.4K

Event2025-12-31

Filed2026-01-30

TPLC

TIMOTHY PLAN

40.59%

Shares46.2K

Event2025-12-31

Filed2026-01-30

PSC

PRINCIPAL EXCHANGE TRADED FD

28.23%

Shares32.2K

Event2025-12-31

Filed2026-01-30

IJJ

ISHARES TR

29.27%

Shares13.9K

Event2025-12-31

Filed2026-01-30

ALPHABET INC

238.62%

Shares5.6K

Event2025-12-31

Filed2026-01-30

MSFT

MICROSOFT CORP

17.80%

Shares3.6K

Event2025-12-31

Filed2026-01-30

BSJU

INVESCO EXCH TRD SLF IDX FD

New

Shares61.3K

Event2025-12-31

Filed2026-01-30

BSJT

INVESCO EXCH TRD SLF IDX FD

41.17%

Shares74.2K

Event2025-12-31

Filed2026-01-30

BSJS

INVESCO EXCH TRD SLF IDX FD

40.70%

Shares72.3K

Event2025-12-31

Filed2026-01-30

NVDA

NVIDIA CORPORATION

-0.38%

Shares7.6K

Event2025-12-31

Filed2026-01-30

BRLN

BLACKROCK ETF TRUST II

New

Shares21.4K

Event2025-12-31

Filed2026-01-30

REALTY INCOME CORP

38.22%

Shares19.2K

Event2025-12-31

Filed2026-01-30

VLO

VALERO ENERGY CORP

10.77%

Shares6.1K

Event2025-12-31

Filed2026-01-30

PDBC

INVESCO ACTVELY MNGD ETC FD

-7.54%

Shares74.1K

Event2025-12-31

Filed2026-01-30

EVRG

EVERGY INC

9.06%

Shares11.9K

Event2025-12-31

Filed2026-01-30

BARRICK MNG CORP

-6.87%

Shares19.2K

Event2025-12-31

Filed2026-01-30

VYM

VANGUARD WHITEHALL FDS

4.57%

Shares5.8K

Event2025-12-31

Filed2026-01-30

WEC ENERGY GROUP INC

13.61%

Shares7.6K

Event2025-12-31

Filed2026-01-30

OHI

OMEGA HEALTHCARE INVS INC

16.99%

Shares17.0K

Event2025-12-31

Filed2026-01-30

VEEV

VEEVA SYS INC

-22.07%

Shares3.3K

Event2025-12-31

Filed2026-01-30

IBD

NORTHERN LTS FD TR IV

-21.94%

Shares30.3K

Event2025-12-31

Filed2026-01-30

XOM

EXXON MOBIL CORP

11.45%

Shares5.8K

Event2025-12-31

Filed2026-01-30

VISA INC

-0.30%

Shares2.0K

Event2025-12-31

Filed2026-01-30

MASTERCARD INCORPORATED

0.58%

Shares1.2K

Event2025-12-31

Filed2026-01-30

WCC

WESCO INTL INC

0.26%

Shares2.7K

Event2025-12-31

Filed2026-01-30

ZSCALER INC

71.60%

Shares2.8K

Event2025-12-31

Filed2026-01-30

GENERAL DYNAMICS CORP

9.63%

Shares1.9K

Event2025-12-31

Filed2026-01-30

NEM

NEWMONT CORP

New

Shares6.1K

Event2025-12-31

Filed2026-01-30

DLR

DIGITAL RLTY TR INC

17.28%

Shares3.6K

Event2025-12-31

Filed2026-01-30

COST

COSTCO WHOLESALE CORPORATION

8.38%

Shares634

Event2025-12-31

Filed2026-01-30

PNR

PENTAIR PLC

-33.73%

Shares4.9K

Event2025-12-31

Filed2026-01-30

AAPL

APPLE INC

43.77%

Shares1.9K

Event2025-12-31

Filed2026-01-30

HYDB

ISHARES TR

23.25%

Shares10.4K

Event2025-12-31

Filed2026-01-30

BLES

NORTHERN LTS FD TR IV

92.07%

Shares11.2K

Event2025-12-31

Filed2026-01-30

ESS

ESSEX PPTY TR INC

-15.90%

Shares1.8K

Event2025-12-31

Filed2026-01-30

CTAS

CINTAS CORP

25.04%

Shares2.2K

Event2025-12-31

Filed2026-01-30

MCD

MCDONALDS CORP

19.27%

Shares1.3K

Event2025-12-31

Filed2026-01-30

SCHG

SCHWAB STRATEGIC TR

-49.81%

Shares11.2K

Event2025-12-31

Filed2026-01-30

AEM

AGNICO EAGLE MINES LTD

2.33%

Shares2.2K

Event2025-12-31

Filed2026-01-30

EVERSOURCE ENERGY

8.67%

Shares5.3K

Event2025-12-31

Filed2026-01-30

SOUTHERN CO

19.93%

Shares3.9K

Event2025-12-31

Filed2026-01-30

AMZN

AMAZON COM INC

102.06%

Shares1.5K

Event2025-12-31

Filed2026-01-30

ABRDN FDS

New

Shares9.6K

Event2025-12-31

Filed2026-01-30

COF

CAPITAL ONE FINL CORP

8.06%

Shares1.4K

Event2025-12-31

Filed2026-01-30

KLAC

KLA CORP

12.18%

Shares267

Event2025-12-31

Filed2026-01-30

VST

VISTRA CORP

5.04%

Shares2.0K

Event2025-12-31

Filed2026-01-30

ITW

ILLINOIS TOOL WKS INC

-13.26%

Shares1.3K

Event2025-12-31

Filed2026-01-30

INVESCO QQQ TR

-2.14%

Shares502

Event2025-12-31

Filed2026-01-30

ARISTA NETWORKS INC

7137.50%

Shares2.3K

Event2025-12-31

Filed2026-01-30

PANW

PALO ALTO NETWORKS INC

7.31%

Shares1.6K

Event2025-12-31

Filed2026-01-30

BERKSHIRE HATHAWAY INC DEL

1435.14%

Shares568

Event2025-12-31

Filed2026-01-30

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares11.6K

Event2025-12-31

Filed2026-01-30

OKE

ONEOK INC NEW

37.90%

Shares3.5K

Event2025-12-31

Filed2026-01-30

SHV

ISHARES TR

-83.87%

Shares2.3K

Event2025-12-31

Filed2026-01-30

GLRY

NORTHERN LTS FD TR IV

-24.03%

Shares6.6K

Event2025-12-31

Filed2026-01-30

BSX

BOSTON SCIENTIFIC CORP

-29.56%

Shares2.4K

Event2025-12-31

Filed2026-01-30

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.7K

Event2025-12-31

Filed2026-01-30

PARKER-HANNIFIN CORP

32.45%

Shares249

Event2025-12-31

Filed2026-01-30

NOW

SERVICENOW INC

565.26%

Shares1.4K

Event2025-12-31

Filed2026-01-30

ALPHABET INC

159.00%

Shares676

Event2025-12-31

Filed2026-01-30

ACNB

ACNB CORP

-4.95%

Shares4.3K

Event2025-12-31

Filed2026-01-30

CAT

CATERPILLAR INC

9.04%

Shares362

Event2025-12-31

Filed2026-01-30

COP

CONOCOPHILLIPS

31.30%

Shares2.2K

Event2025-12-31

Filed2026-01-30

ABBV

ABBVIE INC

1.49%

Shares884

Event2025-12-31

Filed2026-01-30

HEFA

ISHARES TR

-11.63%

Shares4.7K

Event2025-12-31

Filed2026-01-30

AME

AMETEK INC

7558.33%

Shares919

Event2025-12-31

Filed2026-01-30

BROADCOM INC

27.34%

Shares531

Event2025-12-31

Filed2026-01-30

CSX

CSX CORP

-23.55%

Shares4.9K

Event2025-12-31

Filed2026-01-30

ON SEMICONDUCTOR CORP

17.53%

Shares3.3K

Event2025-12-31

Filed2026-01-30

KGC

KINROSS GOLD CORP

6.64%

Shares6.3K

Event2025-12-31

Filed2026-01-30

BKH

BLACK HILLS CORP

2655.06%

Shares2.5K

Event2025-12-31

Filed2026-01-30

STERIS PLC

-63.37%

Shares659

Event2025-12-31

Filed2026-01-30

BILS

SPDR SERIES TRUST

-81.71%

Shares1.6K

Event2025-12-31

Filed2026-01-30

WPC

WP CAREY INC

6.26%

Shares2.5K

Event2025-12-31

Filed2026-01-30

IDV

ISHARES TR

36.04%

Shares4.1K

Event2025-12-31

Filed2026-01-30

MCK

MCKESSON CORP

26.80%

Shares194

Event2025-12-31

Filed2026-01-30

CPRT

COPART INC

50.74%

Shares4.1K

Event2025-12-31

Filed2026-01-30

PPL

PPL CORP

18.90%

Shares4.4K

Event2025-12-31

Filed2026-01-30

LAM RESEARCH CORP

-16.29%

Shares894

Event2025-12-31

Filed2026-01-30

WELL

WELLTOWER INC

14.91%

Shares817

Event2025-12-31

Filed2026-01-30

RWL

INVESCO EXCH TRADED FD TR II

-3.08%

Shares1.3K

Event2025-12-31

Filed2026-01-30

MNST

MONSTER BEVERAGE CORP NEW

24.12%

Shares1.9K

Event2025-12-31

Filed2026-01-30

IJH

ISHARES TR

-17.04%

Shares2.1K

Event2025-12-31

Filed2026-01-30

PLTR

PALANTIR TECHNOLOGIES INC

5.57%

Shares796

Event2025-12-31

Filed2026-01-30

TBIL

RBB FD INC

-26.49%

Shares2.8K

Event2025-12-31

Filed2026-01-30

EFA

ISHARES TR

-0.21%

Shares1.4K

Event2025-12-31

Filed2026-01-30

XLC

SELECT SECTOR SPDR TR

-17.92%

Shares1.1K

Event2025-12-31

Filed2026-01-30

DUKE ENERGY CORP NEW

6.08%

Shares1.1K

Event2025-12-31

Filed2026-01-30

XLU

SELECT SECTOR SPDR TR

81.30%

Shares3.0K

Event2025-12-31

Filed2026-01-30

XLRE

SELECT SECTOR SPDR TR

-7.53%

Shares3.1K

Event2025-12-31

Filed2026-01-30

DEERE & CO

1.53%

Shares265

Event2025-12-31

Filed2026-01-30

CRM

SALESFORCE INC

73.85%

Shares452

Event2025-12-31

Filed2026-01-30

AMAT

APPLIED MATLS INC

-27.64%

Shares453

Event2025-12-31

Filed2026-01-30

COWZ

PACER FDS TR

-11.32%

Shares1.9K

Event2025-12-31

Filed2026-01-30

FTV

FORTIVE CORP

15.52%

Shares2.0K

Event2025-12-31

Filed2026-01-30

ICSH

ISHARES TR

-11.24%

Shares2.1K

Event2025-12-31

Filed2026-01-30

LLY

ELI LILLY & CO

41.18%

Shares96

Event2025-12-31

Filed2026-01-30

CMI

CUMMINS INC

-10.53%

Shares187

Event2025-12-31

Filed2026-01-30

JPM

JPMORGAN CHASE & CO.

157.14%

Shares288

Event2025-12-31

Filed2026-01-30

HP INC

2.61%

Shares4.0K

Event2025-12-31

Filed2026-01-30

AGILENT TECHNOLOGIES INC

8.08%

Shares642

Event2025-12-31

Filed2026-01-30

YUMC

YUM CHINA HLDGS INC

13.86%

Shares1.8K

Event2025-12-31

Filed2026-01-30

CENCORA INC

7.59%

Shares255

Event2025-12-31

Filed2026-01-30

CDNS

CADENCE DESIGN SYSTEM INC

22.77%

Shares275

Event2025-12-31

Filed2026-01-30

TMO

THERMO FISHER SCIENTIFIC INC

48.00%

Shares148

Event2025-12-31

Filed2026-01-30

VRSN

VERISIGN INC

46.86%

Shares351

Event2025-12-31

Filed2026-01-30

VTEB

VANGUARD MUN BD FDS

0.00%

Shares1.7K

Event2025-12-31

Filed2026-01-30

IEX

IDEX CORP

-40.30%

Shares471

Event2025-12-31

Filed2026-01-30

TSLA

TESLA INC

161.54%

Shares170

Event2025-12-31

Filed2026-01-30

MSI

MOTOROLA SOLUTIONS INC

18.75%

Shares190

Event2025-12-31

Filed2026-01-30