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The Analysis of UNION SAVINGS BANK's Holdings & P&L

Currently, UNION SAVINGS BANK holds 322 types of securities in its portfolio with a total value $248.9M. In the most recent quarter, they have increased their positions in VGT (+17.6K shares, valued at $2.1M), N/A (+9.0K shares, valued at $886.2K), IWF (+5.4K shares, valued at $668.5K); decreased their positions in N/A (-1.5K shares, valued at $1.1M), BRK.B (-927 shares, valued at $463.9K), AAPL (-1.3K shares, valued at $376.2K); initiated new positions in XLG (+652 shares, valued at $39.9K), SMH (+40 shares, valued at $26.2K), N/A (+169 shares, valued at $22.9K).

1M P&L

-1.9M-0.92%

3M P&L

+7.2M+3.69%

HY P&L

-255.1K-0.13%

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/A136.5M

66.3%

2Software - Infrastructure7.0M

3.4%

3Internet Content & Information6.0M

2.9%

Top Industries by Stock Count

1N/A82 stocks

30.1%

2Drug Manufacturers - General9 stocks

3.3%

3Utilities - Regulated Electric8 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPHQ INVESCO S&P 500 QUALITY ETF491.7K shares0.71%2026-06-302026-07-23

BRK.A BERKSHIRE HATHAWAY INC COM32 shares0.00%2026-06-302026-07-23

IJH ISHARES CORE S&P MID-CAP ETF216.3K shares3.70%2026-06-302026-07-23

SPDR S&P 500 ETF TRUST SPDR S&P 500 ETF TRUST17.5K shares-7.88%2026-06-302026-07-23

IWM ISHARES RUSSELL 2000 INDEX25.3K shares3.34%2026-06-302026-07-23

MSFT MICROSOFT CORP16.1K shares-1.31%2026-06-302026-07-23

VYM VANGUARD HIGH DIVIDEND YIELD ETF37.7K shares-4.09%2026-06-302026-07-23

AAPL APPLE INCORPORATED19.7K shares-6.20%2026-06-302026-07-23

Sponsored

GOOGL ALPHABET INC14.3K shares-1.56%2026-06-302026-07-23

GVI ETF ISHS INTER GOVT CR BD45.1K shares9.19%2026-06-302026-07-23

MDY SPDR S&P MIDCAP 400 ETF TR6.3K shares-1.64%2026-06-302026-07-23

EXXON MOBIL CORP COM EXXON MOBIL CORP COM29.7K shares-1.47%2026-06-302026-07-23

IJR ISHARES CORE S&P SMALL-CAP ETF24.8K shares1.05%2026-06-302026-07-23

NVDA NVIDIA CORP17.1K shares0.53%2026-06-302026-07-23

J P MORGAN CHASE & CO J P MORGAN CHASE & CO10.4K shares-2.47%2026-06-302026-07-23

QQQ INVESCO QQQ3.8K shares-1.62%2026-06-302026-07-23

Sponsored

AMZN AMAZON.COM INC10.4K shares-4.20%2026-06-302026-07-23

VGT VANGUARD INFORMATION TECHNOLOGY VIPERS20.3K shares659.31%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.3K shares-1.57%2026-06-302026-07-23

SDY SPDR S&P DIVIDEND ETF12.4K shares0.00%2026-06-302026-07-23

IDEXX LABORATORIES INC IDEXX LABORATORIES INC3.5K shares0.00%2026-06-302026-07-23

DVY ISHARES SELECT DIVIDEND ETF11.6K shares0.97%2026-06-302026-07-23

LLY ELI LILLY & CO COM1.5K shares-9.55%2026-06-302026-07-23

MASTERCARD INC MASTERCARD INC3.4K shares-1.31%2026-06-302026-07-23

Sponsored

TJX TJX COS INC10.9K shares-0.24%2026-06-302026-07-23

BROADCOM INC BROADCOM INC4.3K shares0.98%2026-06-302026-07-23

CAT CATERPILLAR INC COM1.4K shares-5.03%2026-06-302026-07-23

APPLIED MATERIALS COM APPLIED MATERIALS COM2.0K shares-1.53%2026-06-302026-07-23

IVW ISHARES S&P GROWTH INDEX FUND10.2K shares0.00%2026-06-302026-07-23

PG PROCTER & GAMBLE CO COM9.4K shares-9.44%2026-06-302026-07-23

NSC NORFOLK SOUTHN CORP COM4.3K shares-2.27%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON COM5.2K shares-0.35%2026-06-302026-07-23

Sponsored

VEU VANGUARD FTSE ALL WORLD EX US ETF15.7K shares3.85%2026-06-302026-07-23

ISHARES CORE TOTAL U S BOND MARKET ETF ISHARES CORE TOTAL U S BOND MARKET ETF12.4K shares258.31%2026-06-302026-07-23

RAYTHEON TECHNOLOGIES CORP. RAYTHEON TECHNOLOGIES CORP.6.2K shares3.11%2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING COM5.3K shares-4.39%2026-06-302026-07-23

GE GE AEROSPACE3.1K shares5.49%2026-06-302026-07-23

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC3.4K shares0.00%2026-06-302026-07-23

ENB ENBRIDGE INC NPV20.0K shares-0.22%2026-06-302026-07-23

HD THE HOME DEPOT, INC3.1K shares-4.06%2026-06-302026-07-23

Sponsored

META PLATFORMS META PLATFORMS1.9K shares-7.96%2026-06-302026-07-23

SYK STRYKER CORP3.4K shares4.50%2026-06-302026-07-23

CVX CHEVRON CORPORATION COM6.4K shares-2.88%2026-06-302026-07-23

BX BLACKSTONE GROUP INC8.7K shares-1.49%2026-06-302026-07-23

VANGUARD TOTAL STOCK MARKET INDEX VANGUARD TOTAL STOCK MARKET INDEX2.7K shares-0.73%2026-06-302026-07-23

VIG ETF VANGUARD DIVIDEND APPRECIATION4.2K shares-17.54%2026-06-302026-07-23

ORACLE CORPORATION COM ORACLE CORPORATION COM6.6K shares0.35%2026-06-302026-07-23

GEV GE VERNOVA INC.825 shares-3.40%2026-06-302026-07-23

Sponsored

PANW PALO ALTO NETWORKS INC2.8K shares-2.78%2026-06-302026-07-23

XLF FINANCIAL SELECT SECTOR SPDRETF17.6K shares-0.01%2026-06-302026-07-23

IWF I SHS RUSSELL 1000 GROWTH INDEX G7.5K shares258.35%2026-06-302026-07-23

CISCO SYSTEMS INC COM CISCO SYSTEMS INC COM7.9K shares-3.95%2026-06-302026-07-23

ABBVIE INC ABBVIE INC3.6K shares-22.09%2026-06-302026-07-23

GOOG ALPHABET INC2.6K shares-1.86%2026-06-302026-07-23

ES EVERSOURCE ENERGY12.5K shares0.00%2026-06-302026-07-23

PEP PEPSICO, INC COM6.6K shares-6.42%2026-06-302026-07-23

Sponsored

IGSB ISHARES SHORT-TERM CORP BOND16.7K shares0.00%2026-06-302026-07-23

TSLA TESLA MOTORS INC. COMMON2.1K shares2.42%2026-06-302026-07-23

MCD MCDONALDS CORP COM3.1K shares-19.99%2026-06-302026-07-23

AXP AMERICAN EXPRESS CO COM2.5K shares-0.48%2026-06-302026-07-23

CASY CASEYS GEN STORES978 shares-4.12%2026-06-302026-07-23

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF974 shares0.00%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP1.4K shares-9.34%2026-06-302026-07-23

ABT ABBOTT LABORATORIES COM7.6K shares-10.59%2026-06-302026-07-23

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.4K shares-8.01%2026-06-302026-07-23

MGC VANGUARD MEGA CAP INDEX FUNDETF2.3K shares0.00%2026-06-302026-07-23

IWR ISHARES RUSSELL MIDCAP INDEX FUND5.6K shares0.00%2026-06-302026-07-23

MRK MERCK & CO INC NEW4.8K shares0.00%2026-06-302026-07-23

KO COCA COLA COMPANY COM7.6K shares0.00%2026-06-302026-07-23

VDE VANGUARD ENERGY ETF4.1K shares-3.74%2026-06-302026-07-23

IBM INTERNAT'L BUSINESS MACHINES COM2.0K shares-2.95%2026-06-302026-07-23

SOUTHERN CO COM SOUTHERN CO COM6.0K shares-2.49%2026-06-302026-07-23

Sponsored

LIN LINDE PLC NPV1.1K shares-3.36%2026-06-302026-07-23

LRCX LAM RESH CORP USD1.3K shares0.00%2026-06-302026-07-23

BAC BANK OF AMERICA CORP NEW9.8K shares0.00%2026-06-302026-07-23

BMY BRISTOL MYERS SQUIBB CO COM9.4K shares-1.69%2026-06-302026-07-23

MDLZ MONDELEZ INTL INC9.3K shares-3.42%2026-06-302026-07-23

UNP UNION PAC CORP COM2.0K shares-5.87%2026-06-302026-07-23

GLD SPDR GOLD TR GOLD SHS1.4K shares0.00%2026-06-302026-07-23

MICROCHIP TECHNOLOGY INC MICROCHIP TECHNOLOGY INC5.7K shares20.10%2026-06-302026-07-23

Sponsored

IWB I SHS RUSSELL 10001.3K shares0.00%2026-06-302026-07-23

LOW LOWES COMPANIES INC COM STK2.2K shares-1.32%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC5.2K shares0.00%2026-06-302026-07-23

ISRG INTUITIVE SURGICAL INC1.1K shares62.21%2026-06-302026-07-23

EOG EOG RES INC3.3K shares-2.31%2026-06-302026-07-23

DHR DANAHER CORP2.2K shares-12.36%2026-06-302026-07-23

CMI CUMMINS INC586 shares0.00%2026-06-302026-07-23

IVE ISHARES S&P VALUE INDEX FUND1.8K shares0.00%2026-06-302026-07-23

Sponsored

BLK BLACKROCK INC NEW NPV432 shares-4.42%2026-06-302026-07-23

AMGN AMGEN INC.1.1K shares-10.34%2026-06-302026-07-23

3M COMPANY 3M COMPANY2.6K shares-1.54%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW2.8K shares-0.32%2026-06-302026-07-23

AMT AMERICAN TOWER REIT2.1K shares-16.37%2026-06-302026-07-23

DE DEERE & COMPANY518 shares0.00%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC COM284 shares9.23%2026-06-302026-07-23

IWS ISHARES RUSSELL MIDCAP VALUE INDEX FUND2.0K shares0.00%2026-06-302026-07-23

Sponsored

EMR EMERSON ELEC CO COM2.3K shares0.00%2026-06-302026-07-23

SELECT SECTOR SPDR - UTILITIES SELECT SECTOR SPDR - UTILITIES7.1K shares-2.08%2026-06-302026-07-23

IWN ISHARES RUSSELL 2000 VALUE INDEX FUND1.4K shares0.00%2026-06-302026-07-23

KMB KIMBERLY CLARK CORP COM2.9K shares0.00%2026-06-302026-07-23

EEM ISHARES MSCI EMERGING MKTS INDEX4.5K shares-3.02%2026-06-302026-07-23

CMF ISHARES CALIFORNIA MUNI BONDETF5.3K shares0.00%2026-06-302026-07-23

MCK MCKESSON CORP375 shares-2.09%2026-06-302026-07-23

CME CME GROUP INC1.3K shares-0.94%2026-06-302026-07-23

Sponsored

PH PARKER HANNIFIN CORP280 shares0.00%2026-06-302026-07-23

UNITED HEALTH GROUP INC UNITED HEALTH GROUP INC645 shares6.26%2026-06-302026-07-23

ORLY O'REILLY AUTOMOTIVE INC.2.9K shares0.00%2026-06-302026-07-23

NVS NOVARTIS A G ADR1.7K shares0.00%2026-06-302026-07-23

MO ALTRIA GROUP INC3.6K shares-0.03%2026-06-302026-07-23

C CITIGROUP INC1.9K shares0.00%2026-06-302026-07-23

VISA INC VISA INC746 shares-9.25%2026-06-302026-07-23

PFE PFIZER INC COM10.5K shares-11.57%2026-06-302026-07-23

Sponsored

VOO VANGUARD INDEX FUNDS S&P 500 ETF362 shares0.00%2026-06-302026-07-23

MUB ISHARES S&P NATL MUNI BOND FUND2.3K shares0.00%2026-06-302026-07-23

VXF VANGUARD EXTENDED MARKET ETF989 shares0.00%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC COM5.7K shares0.00%2026-06-302026-07-23

CVS CVS HEALTH CORP COM2.3K shares0.00%2026-06-302026-07-23

ACCENTURE PLC ACCENTURE PLC1.9K shares-25.20%2026-06-302026-07-23

IBB NASDAQ BIOTECHNOLOGY I SHARES1.2K shares0.00%2026-06-302026-07-23

NUE NUCOR CORP995 shares0.00%2026-06-302026-07-23

Sponsored

HYG ISHARES HI YIELD CORPORATE BOND2.7K shares0.00%2026-06-302026-07-23

AWK AMERICAN WTR WKS CO INC NEW COM1.6K shares-12.80%2026-06-302026-07-23

AFL AFLAC INCORPORATED1.7K shares0.00%2026-06-302026-07-23

NETFLIX INC NETFLIX INC2.7K shares-11.94%2026-06-302026-07-23

VEA VANGUARD DEVELOPED MARKETS ETF2.7K shares0.00%2026-06-302026-07-23

ESGE ISHARES ESG AWARE MSCI EMERGING MKTS FUND3.5K shares-2.70%2026-06-302026-07-23

TSCO TRACTOR SUPPLY CO.5.9K shares-6.76%2026-06-302026-07-23

SBUX STARBUCKS CORPORATION1.8K shares0.00%2026-06-302026-07-23

Sponsored

MET METLIFE INC2.2K shares-4.35%2026-06-302026-07-23

NBTB NBT BANCORP INC3.7K shares-40.50%2026-06-302026-07-23

INTU INTUIT COM705 shares0.00%2026-06-302026-07-23

NXP SEMICONDUCTORS NV NXP SEMICONDUCTORS NV645 shares0.00%2026-06-302026-07-23

T AT&T INC8.7K shares-31.59%2026-06-302026-07-23

CSX CSX CORP COM3.8K shares0.00%2026-06-302026-07-23

IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND451 shares0.00%2026-06-302026-07-23

ETN EATON CORP PLC403 shares0.00%2026-06-302026-07-23

Sponsored

IWD ISHARES RUSSELL 1000 VALUE INDEX708 shares0.00%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC919 shares-0.22%2026-06-302026-07-23

VUG VANGUARD GROWTH ETF1.9K shares500.00%2026-06-302026-07-23

PLAB PHOTRONICS INC5.0K shares0.00%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES278 shares0.00%2026-06-302026-07-23

IAU ISHARES GOLD TRUST ETF2.1K shares0.00%2026-06-302026-07-23

CEG CONSTELLATION ENERGY CORP639 shares201.42%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC. DEL CL B316 shares-74.58%2026-06-302026-07-23

Sponsored

TGT TARGET CORP COM1.2K shares0.00%2026-06-302026-07-23

ICE INTERCONTINENTAL EXCHANGE1.3K shares0.00%2026-06-302026-07-23

BND ETF VANGUARD BOND INDEX2.1K shares0.00%2026-06-302026-07-23

DIS WALT DISNEY COMPANY COM1.6K shares-14.12%2026-06-302026-07-23

CBRE CBRE GROUP INC CL A1.1K shares-5.07%2026-06-302026-07-23

CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF3.0K shares0.00%2026-06-302026-07-23

EFA ISHARES MSCI EAFE INDEX1.4K shares0.00%2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR SBI HEALTHCARE902 shares0.00%2026-06-302026-07-23

Sponsored

COP CONOCOPHILLIPS1.4K shares-0.07%2026-06-302026-07-23

CHD CHURCH & DWIGHT CO.INC1.4K shares0.00%2026-06-302026-07-23

SUNCOR ENERGY, INC. SUNCOR ENERGY, INC.2.5K shares0.00%2026-06-302026-07-23

FDX FEDEX CORPORATION422 shares0.00%2026-06-302026-07-23

GD GENERAL DYNAMICS CORP370 shares0.00%2026-06-302026-07-23

UPS UNITED PARCEL SERVICE1.2K shares-7.61%2026-06-302026-07-23

TXN TEXAS INSTRUMENTS, INC435 shares0.00%2026-06-302026-07-23

QUAL ISHARES EDGE MSCI US QULTY FACT ETF583 shares0.00%2026-06-302026-07-23

Sponsored

IGIB ISHS BARCLAYS INTERMEDIATE TERM CREDIT BOND FD2.4K shares-43.64%2026-06-302026-07-23

GLAXO SMITHKLINE PLC ADR NEW GLAXO SMITHKLINE PLC ADR NEW2.4K shares0.00%2026-06-302026-07-23

DIA SPDR DOW JONES INDL AVERAGE ETR TR236 shares0.00%2026-06-302026-07-23

IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND795 shares0.00%2026-06-302026-07-23

ADOBE SYSTEMS INC ADOBE SYSTEMS INC561 shares0.00%2026-06-302026-07-23

DOMINION RES INC VA NEW COM DOMINION RES INC VA NEW COM1.7K shares0.00%2026-06-302026-07-23

CHUBB LTD CHF CHUBB LTD CHF336 shares0.00%2026-06-302026-07-23

IDA IDACORP INC.750 shares0.00%2026-06-302026-07-23

Sponsored

GS GOLDMAN SACHS GROUP109 shares0.00%2026-06-302026-07-23

WMT WAL-MART STORES, INC973 shares0.00%2026-06-302026-07-23

PFF ISHARES S&P US PREFERRED STOCK INDEX FUND3.5K shares0.00%2026-06-302026-07-23

TFC TRUIST FINL CORP COM2.2K shares-6.50%2026-06-302026-07-23

WFC WELLS FARGO & CO NEW1.3K shares0.00%2026-06-302026-07-23

MS MORGAN STANLEY499 shares0.00%2026-06-302026-07-23

VOX VANGUARD COMMUNICATION SERVICES ETF565 shares0.00%2026-06-302026-07-23

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF1.8K shares0.00%2026-06-302026-07-23

Sponsored

XLB SELECT SECTOR SPDR TR SBI MATERIALS2.0K shares0.00%2026-06-302026-07-23

ED CONSOLIDATED EDISON INC COM907 shares0.00%2026-06-302026-07-23

ADI ANALOG DEVICES INC252 shares0.00%2026-06-302026-07-23

TDG TRANSDIGM GROUP INC75 shares0.00%2026-06-302026-07-23

PEG PUBLIC SVC ENTERPRISE GROUP COM1.2K shares0.00%2026-06-302026-07-23

PAYX PAYCHEX INC COM STK994 shares-5.24%2026-06-302026-07-23

EQIX EQUINIX INC COM PAR $0.00193 shares0.00%2026-06-302026-07-23

WBS WEBSTER FINL CORP CONN COM1.3K shares0.00%2026-06-302026-07-23

Sponsored

VOOG VANGUARD S&P 500 GROWTH1.1K shares500.00%2026-06-302026-07-23

SLV ISHARES SILVER TRUST ETF1.8K shares0.00%2026-06-302026-07-23

SCHD SCHWAB US DIVIDEND EQUITY2.8K shares198.20%2026-06-302026-07-23

XLY SPDR CONSUMER DISCRETIONARY747 shares-4.48%2026-06-302026-07-23

MMC MARSH & MCLENNAN COMPANIES, INC514 shares-9.67%2026-06-302026-07-23

FI FISERV INC1.7K shares0.00%2026-06-302026-07-23

CARR CARRIER GLOBAL CORP1.1K shares0.00%2026-06-302026-07-23

CWB SPDR BARCLAYS CAP CONV SEC764 shares0.00%2026-06-302026-07-23

Sponsored

CLX CLOROX CO CALIF COM STK824 shares0.00%2026-06-302026-07-23

SHEL SHELL PLC NPV ADR1.0K shares0.00%2026-06-302026-07-23

XLI SELECT SECTOR SPDR TR SBI INT-INDS419 shares0.00%2026-06-302026-07-23

ESGV VANGUARD ESG U.S. STOCK ETF586 shares0.00%2026-06-302026-07-23

NVO NOVO NORDISK AS ADR1.6K shares27.40%2026-06-302026-07-23

ESE ESCO TECHNOLOGIES INC212 shares0.00%2026-06-302026-07-23

USMV ISHARES EDGE MSCI MIN VOL USA ETF740 shares0.00%2026-06-302026-07-23

IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF849 shares0.00%2026-06-302026-07-23

Sponsored

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF668 shares-7.09%2026-06-302026-07-23

LQD ISHARES IBOXX $ INV GRADE CORP BOND ETF569 shares0.00%2026-06-302026-07-23

CROWDSTRIKE HOLDINGS INC. CROWDSTRIKE HOLDINGS INC.81 shares0.00%2026-06-302026-07-23

BDX BECTON DICKINSON & CO.394 shares0.00%2026-06-302026-07-23

HPE HEWLETT PACKARD ENT CO1.3K shares0.00%2026-06-302026-07-23

CMCSA COMCAST CORP NEW CL A2.3K shares0.00%2026-06-302026-07-23

PNC PNC FINL SVCS GROUP INC COM212 shares0.00%2026-06-302026-07-23

RTH VANECK VEC RETAIL ETF200 shares0.00%2026-06-302026-07-23

Sponsored

GIS GENERAL MILLS INC COM1.4K shares-35.29%2026-06-302026-07-23

MTN VAIL RESORTS INC COM350 shares0.00%2026-06-302026-07-23

TRFK PACER DATA AND DIGITAL REVOLUTION441 shares113.04%2026-06-302026-07-23

SHY ISHS BARCLAYS 1-3 YR TREAS BD FD544 shares0.00%2026-06-302026-07-23

PIO INVESCO EXCHNG TRADED FD TR GLOBAL WATER979 shares0.00%2026-06-302026-07-23

VNQ VANGUARD REIT453 shares174.55%2026-06-302026-07-23

XLK TECHNOLOGY SELECT SECTOR SPDR ETF216 shares0.00%2026-06-302026-07-23

ITW ILLINOIS TOOL WORKS INC150 shares0.00%2026-06-302026-07-23

Sponsored

XLG INVESCO EX S&P 500 TOP 50 ETF652 sharesnew addition2026-06-302026-07-23

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM175 shares0.00%2026-06-302026-07-23

NKE NIKE INC CL B908 shares-30.05%2026-06-302026-07-23

WFC-PL WELLS FARGO PFD L32 shares0.00%2026-06-302026-07-23

ETR ENTERGY CORPORATION298 shares0.00%2026-06-302026-07-23

PRU PRUDENTIAL FINL INC COM312 shares0.00%2026-06-302026-07-23

GILD GILEAD SCIENCES INC258 shares0.00%2026-06-302026-07-23

ECL ECOLAB INC113 shares0.00%2026-06-302026-07-23

Sponsored

AEP AMERICAN ELEC PWR INC COM230 shares0.00%2026-06-302026-07-23

DRI DARDEN RESTAURANTS, INC COM150 shares0.00%2026-06-302026-07-23

HPQ HP INC1.3K shares0.00%2026-06-302026-07-23

COF CAPITAL ONE FINANCIAL136 shares0.00%2026-06-302026-07-23

SMH VANECK SEMICONDUCTOR ETF40 sharesnew addition2026-06-302026-07-23

GRMN GARMIN LTD110 shares0.00%2026-06-302026-07-23

IJJ ISHS TR S&P MDCP 400 VALUE ETF176 shares0.00%2026-06-302026-07-23

RF REGIONS FINL CORP859 shares0.00%2026-06-302026-07-23

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC169 sharesnew addition2026-06-302026-07-23

TROW T ROWE PRICE GROUP200 shares0.00%2026-06-302026-07-23

AEE AMEREN CORP200 shares0.00%2026-06-302026-07-23

CRM SALESFORCE INC143 shares-19.66%2026-06-302026-07-23

MAS MASCO CORPORATION275 shares0.00%2026-06-302026-07-23

JOHNSON CTLS INTL PLC JOHNSON CTLS INTL PLC145 shares0.00%2026-06-302026-07-23

PFG PRINCIPAL FINANCIAL GROUP195 shares0.00%2026-06-302026-07-23

INTC INTEL CORP COM139 shares0.00%2026-06-302026-07-23

Sponsored

FAST FASTENAL400 shares0.00%2026-06-302026-07-23

MKS INC MKS INC43 shares0.00%2026-06-302026-07-23

WMB THE WILLIAMS CO INC249 shares0.00%2026-06-302026-07-23

VBR VANGUARD SMALL CAP75 shares0.00%2026-06-302026-07-23

AMX AMERICA MOVIL S.A.B. DE C.V.700 shares0.00%2026-06-302026-07-23

TTE TOTAL ENERGIES SE223 shares0.00%2026-06-302026-07-23

CORTEVA, INC. CORTEVA, INC.190 shares0.00%2026-06-302026-07-23

CL COLGATE PALMOLIVE CO COM174 shares0.00%2026-06-302026-07-23

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES, INC.247 shares0.00%2026-06-302026-07-23

MFC MANULIFE FINANCIAL CORP390 shares0.00%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY, INC50 sharesnew addition2026-06-302026-07-23

APH AMPHENOL CL A78 shares0.00%2026-06-302026-07-23

VO ETF VANGUARD MID-CAP164 sharesnew addition2026-06-302026-07-23

STT STATE STREET CORP COM75 shares0.00%2026-06-302026-07-23

HLN HALEON PLC NPV ADR1.3K shares0.00%2026-06-302026-07-23

ASML ASML HOLDING NV6 shares0.00%2026-06-302026-07-23

Sponsored

IXP ISHARES GLOBAL COMMUNICATION SERVICES ETF105 shares0.00%2026-06-302026-07-23

APOLLO GLOBAL MANAGEMENT INC APOLLO GLOBAL MANAGEMENT INC100 sharesnew addition2026-06-302026-07-23

PALANTIR TECHNOLOGIES CL A PALANTIR TECHNOLOGIES CL A100 shares0.00%2026-06-302026-07-23

ARK INNOVATION ETF ARK INNOVATION ETF144 shares0.00%2026-06-302026-07-23

XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND107 shares0.00%2026-06-302026-07-23

MAR MARRIOTT INTERNATIONAL INC NEW CLASS A30 shares0.00%2026-06-302026-07-23

ROST ROSS STORES INC51 shares0.00%2026-06-302026-07-23

ARCH CAPIT COM ARCH CAPIT COM109 shares0.00%2026-06-302026-07-23

Sponsored

VYMI VANGUARD W INTERNATIONAL HIGH DIV Y100 sharesnew addition2026-06-302026-07-23

VB VANGUARD INDEX FUNDS SMALL CAP32 shares0.00%2026-06-302026-07-23

BKNG BOOKING HOLDINGS INC50 shares2400.00%2026-06-302026-07-23

APD AIR PRODUCTS AND CHEMICALS INC.29 shares0.00%2026-06-302026-07-23

DOW DOW HLDGS INC COM302 shares-0.33%2026-06-302026-07-23

IBIT ISHARES BITCOIN TRUST ETF240 sharesnew addition2026-06-302026-07-23

FEDEX FREIGHT HOLDING COMPANY, INC FEDEX FREIGHT HOLDING COMPANY, INC50 sharesnew addition2026-06-302026-07-23

SYY SYSCO CORP COM85 shares0.00%2026-06-302026-07-23

Sponsored

PYPL PAYPAL HOLDINGS INC160 shares0.00%2026-06-302026-07-23

UL UNILEVER PLC111 shares0.00%2026-06-302026-07-23

ANET ARISTA NETWORKS INC37 shares0.00%2026-06-302026-07-23

PCAR PACCAR INC COM52 shares0.00%2026-06-302026-07-23

HEI HEICO CORP17 shares0.00%2026-06-302026-07-23

CSL CARLISLE COS INC16 shares0.00%2026-06-302026-07-23

VRTX VERTEX PHARMACEUTICALS11 shares0.00%2026-06-302026-07-23

CCI CROWN CASTLE INTL CORP72 shares0.00%2026-06-302026-07-23

Sponsored

LABCORP HLDGS INC LABCORP HLDGS INC18 shares0.00%2026-06-302026-07-23

XYL XYLEM INC42 shares0.00%2026-06-302026-07-23

KEYS KEYSIGHT TECHNOLOGIES INC14 shares0.00%2026-06-302026-07-23

CDNS CADENCE DESIGN SYSTEMS INC13 shares0.00%2026-06-302026-07-23

TDY TELEDYNE TECHNOLOGIES INC7 shares0.00%2026-06-302026-07-23

CDW CDW CORP32 shares0.00%2026-06-302026-07-23

BRO BROWN & BROWN INC.68 shares0.00%2026-06-302026-07-23

BKR BAKER HUGHES INC. CL A COMMON78 shares0.00%2026-06-302026-07-23

Sponsored

LIBERTY MEDIA CORP DEL NPV LIBERTY MEDIA CORP DEL NPV45 shares0.00%2026-06-302026-07-23

WRB BERKLEY W R CORP60 shares0.00%2026-06-302026-07-23

MEDTRONIC PLC MEDTRONIC PLC54 shares-73.53%2026-06-302026-07-23

TEL TE CONNECTIVITY PLC USD20 shares0.00%2026-06-302026-07-23

VLTO VERALTO CORP43 shares0.00%2026-06-302026-07-23

O REALTY INCOME CORPORATION61 shares0.00%2026-06-302026-07-23

WAT WATERS CORPORATION10 shares-83.61%2026-06-302026-07-23

SERVICENOW, INC SERVICENOW, INC35 shares0.00%2026-06-302026-07-23

Sponsored

EXPD EXPEDITORS INTL WASH INC18 shares0.00%2026-06-302026-07-23

CPRT COPART INC NPV104 shares0.00%2026-06-302026-07-23

VFC V F CORP175 shares0.00%2026-06-302026-07-23

ASTRAZENECA PLC ASTRAZENECA PLC15 shares0.00%2026-06-302026-07-23

BAM BROOKFIELD ASSET MGMT LTD62 shares0.00%2026-06-302026-07-23

ABNB AIRBNB INC19 shares0.00%2026-06-302026-07-23

THO THOR INDS INC36 shares0.00%2026-06-302026-07-23

ALC ALCON INC CHF40 shares0.00%2026-06-302026-07-23

Sponsored

DOMINO'S PIZZA INC DOMINO'S PIZZA INC9 shares0.00%2026-06-302026-07-23

LAD LITHIA MOTORS CL A9 shares0.00%2026-06-302026-07-23

MC MOELIS & CO39 shares0.00%2026-06-302026-07-23

ABG ASBURY AUTOMOTIVE GROUP12 shares0.00%2026-06-302026-07-23

KHC KRAFT HEINZ CO98 shares0.00%2026-06-302026-07-23

SLB SLB LIMITED COM STK47 shares0.00%2026-06-302026-07-23

BA BOEING COMPANY COM10 shares0.00%2026-06-302026-07-23

TDTT FLEXSHARES 3 YEAR DURATION TIPS ETF81 shares0.00%2026-06-302026-07-23

Sponsored

SOLV SOLVENTUM CORP.25 shares0.00%2026-06-302026-07-23

CFR CULLEN/FROST BANKERS INC12 shares0.00%2026-06-302026-07-23

VSNT VERSANT MEDIA GROUP, INC.51 shares0.00%2026-06-302026-07-23

BF.B BROWN-FORMAN CORP CLASS B62 shares0.00%2026-06-302026-07-23

KNSL KINSALE CAP GROUP INC5 shares0.00%2026-06-302026-07-23

Q QNITY ELECTRONICS, INC10 shares0.00%2026-06-302026-07-23

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP40 shares0.00%2026-06-302026-07-23

LBRDK LIBERTY BROADBAND CORP45 shares0.00%2026-06-302026-07-23

Sponsored

MICC MAGNUM ICE CREAM COMPANY NV25 shares0.00%2026-06-302026-07-23

AMTM AMENTUM HOLDINGS INC2 shares0.00%2026-06-302026-07-23

SPHQ

INVESCO S&P 500 QUALITY ETF

0.71%

Shares491.7K

Event2026-06-30

Filed2026-07-23

BRK.A

BERKSHIRE HATHAWAY INC COM

0.00%

Shares32

Event2026-06-30

Filed2026-07-23

IJH

ISHARES CORE S&P MID-CAP ETF

3.70%

Shares216.3K

Event2026-06-30

Filed2026-07-23

SPDR S&P 500 ETF TRUST

-7.88%

Shares17.5K

Event2026-06-30

Filed2026-07-23

IWM

ISHARES RUSSELL 2000 INDEX

3.34%

Shares25.3K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-1.31%

Shares16.1K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD HIGH DIVIDEND YIELD ETF

-4.09%

Shares37.7K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INCORPORATED

-6.20%

Shares19.7K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-1.56%

Shares14.3K

Event2026-06-30

Filed2026-07-23

GVI

ETF ISHS INTER GOVT CR BD

9.19%

Shares45.1K

Event2026-06-30

Filed2026-07-23

MDY

SPDR S&P MIDCAP 400 ETF TR

-1.64%

Shares6.3K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP COM

-1.47%

Shares29.7K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES CORE S&P SMALL-CAP ETF

1.05%

Shares24.8K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORP

0.53%

Shares17.1K

Event2026-06-30

Filed2026-07-23

J P MORGAN CHASE & CO

-2.47%

Shares10.4K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ

-1.62%

Shares3.8K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON.COM INC

-4.20%

Shares10.4K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD INFORMATION TECHNOLOGY VIPERS

659.31%

Shares20.3K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

-1.57%

Shares2.3K

Event2026-06-30

Filed2026-07-23

SDY

SPDR S&P DIVIDEND ETF

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-23

IDEXX LABORATORIES INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

DVY

ISHARES SELECT DIVIDEND ETF

0.97%

Shares11.6K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO COM

-9.55%

Shares1.5K

Event2026-06-30

Filed2026-07-23

MASTERCARD INC

-1.31%

Shares3.4K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC

-0.24%

Shares10.9K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

0.98%

Shares4.3K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC COM

-5.03%

Shares1.4K

Event2026-06-30

Filed2026-07-23

APPLIED MATERIALS COM

-1.53%

Shares2.0K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES S&P GROWTH INDEX FUND

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO COM

-9.44%

Shares9.4K

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHN CORP COM

-2.27%

Shares4.3K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON COM

-0.35%

Shares5.2K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD FTSE ALL WORLD EX US ETF

3.85%

Shares15.7K

Event2026-06-30

Filed2026-07-23

ISHARES CORE TOTAL U S BOND MARKET ETF

258.31%

Shares12.4K

Event2026-06-30

Filed2026-07-23

RAYTHEON TECHNOLOGIES CORP.

3.11%

Shares6.2K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING COM

-4.39%

Shares5.3K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

5.49%

Shares3.1K

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

ENB

ENBRIDGE INC NPV

-0.22%

Shares20.0K

Event2026-06-30

Filed2026-07-23

THE HOME DEPOT, INC

-4.06%

Shares3.1K

Event2026-06-30

Filed2026-07-23

META PLATFORMS

-7.96%

Shares1.9K

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORP

4.50%

Shares3.4K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION COM

-2.88%

Shares6.4K

Event2026-06-30

Filed2026-07-23

BLACKSTONE GROUP INC

-1.49%

Shares8.7K

Event2026-06-30

Filed2026-07-23

VANGUARD TOTAL STOCK MARKET INDEX

-0.73%

Shares2.7K

Event2026-06-30

Filed2026-07-23

VIG

ETF VANGUARD DIVIDEND APPRECIATION

-17.54%

Shares4.2K

Event2026-06-30

Filed2026-07-23

ORACLE CORPORATION COM

0.35%

Shares6.6K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC.

-3.40%

Shares825

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

-2.78%

Shares2.8K

Event2026-06-30

Filed2026-07-23

XLF

FINANCIAL SELECT SECTOR SPDRETF

-0.01%

Shares17.6K

Event2026-06-30

Filed2026-07-23

IWF

I SHS RUSSELL 1000 GROWTH INDEX G

258.35%

Shares7.5K

Event2026-06-30

Filed2026-07-23

CISCO SYSTEMS INC COM

-3.95%

Shares7.9K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

-22.09%

Shares3.6K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

-1.86%

Shares2.6K

Event2026-06-30

Filed2026-07-23

EVERSOURCE ENERGY

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO, INC COM

-6.42%

Shares6.6K

Event2026-06-30

Filed2026-07-23

IGSB

ISHARES SHORT-TERM CORP BOND

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA MOTORS INC. COMMON

2.42%

Shares2.1K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP COM

-19.99%

Shares3.1K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO COM

-0.48%

Shares2.5K

Event2026-06-30

Filed2026-07-23

CASY

CASEYS GEN STORES

-4.12%

Shares978

Event2026-06-30

Filed2026-07-23

ISHARES CORE S&P 500 ETF

0.00%

Shares974

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

-9.34%

Shares1.4K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES COM

-10.59%

Shares7.6K

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

-8.01%

Shares1.4K

Event2026-06-30

Filed2026-07-23

MGC

VANGUARD MEGA CAP INDEX FUNDETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES RUSSELL MIDCAP INDEX FUND

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC NEW

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-23

COCA COLA COMPANY COM

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-23

VDE

VANGUARD ENERGY ETF

-3.74%

Shares4.1K

Event2026-06-30

Filed2026-07-23

IBM

INTERNAT'L BUSINESS MACHINES COM

-2.95%

Shares2.0K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO COM

-2.49%

Shares6.0K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC NPV

-3.36%

Shares1.1K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESH CORP USD

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMERICA CORP NEW

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL MYERS SQUIBB CO COM

-1.69%

Shares9.4K

Event2026-06-30

Filed2026-07-23

MDLZ

MONDELEZ INTL INC

-3.42%

Shares9.3K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP COM

-5.87%

Shares2.0K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR GOLD SHS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

MICROCHIP TECHNOLOGY INC

20.10%

Shares5.7K

Event2026-06-30

Filed2026-07-23

IWB

I SHS RUSSELL 1000

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

LOW

LOWES COMPANIES INC COM STK

-1.32%

Shares2.2K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC

62.21%

Shares1.1K

Event2026-06-30

Filed2026-07-23

EOG

EOG RES INC

-2.31%

Shares3.3K

Event2026-06-30

Filed2026-07-23

DHR

DANAHER CORP

-12.36%

Shares2.2K

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC

0.00%

Shares586

Event2026-06-30

Filed2026-07-23

IVE

ISHARES S&P VALUE INDEX FUND

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC NEW NPV

-4.42%

Shares432

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC.

-10.34%

Shares1.1K

Event2026-06-30

Filed2026-07-23

3M COMPANY

-1.54%

Shares2.6K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

-0.32%

Shares2.8K

Event2026-06-30

Filed2026-07-23

AMT

AMERICAN TOWER REIT

-16.37%

Shares2.1K

Event2026-06-30

Filed2026-07-23

DEERE & COMPANY

0.00%

Shares518

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC COM

9.23%

Shares284

Event2026-06-30

Filed2026-07-23

IWS

ISHARES RUSSELL MIDCAP VALUE INDEX FUND

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELEC CO COM

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

SELECT SECTOR SPDR - UTILITIES

-2.08%

Shares7.1K

Event2026-06-30

Filed2026-07-23

IWN

ISHARES RUSSELL 2000 VALUE INDEX FUND

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY CLARK CORP COM

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

EEM

ISHARES MSCI EMERGING MKTS INDEX

-3.02%

Shares4.5K

Event2026-06-30

Filed2026-07-23

CMF

ISHARES CALIFORNIA MUNI BONDETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-23

MCK

MCKESSON CORP

-2.09%

Shares375

Event2026-06-30

Filed2026-07-23

CME

CME GROUP INC

-0.94%

Shares1.3K

Event2026-06-30

Filed2026-07-23

PARKER HANNIFIN CORP

0.00%

Shares280

Event2026-06-30

Filed2026-07-23

UNITED HEALTH GROUP INC

6.26%

Shares645

Event2026-06-30

Filed2026-07-23

ORLY

O'REILLY AUTOMOTIVE INC.

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

NVS

NOVARTIS A G ADR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

-0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

VISA INC

-9.25%

Shares746

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC COM

-11.57%

Shares10.5K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FUNDS S&P 500 ETF

0.00%

Shares362

Event2026-06-30

Filed2026-07-23

MUB

ISHARES S&P NATL MUNI BOND FUND

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

VXF

VANGUARD EXTENDED MARKET ETF

0.00%

Shares989

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC COM

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-23

CVS

CVS HEALTH CORP COM

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

ACCENTURE PLC

-25.20%

Shares1.9K

Event2026-06-30

Filed2026-07-23

IBB

NASDAQ BIOTECHNOLOGY I SHARES

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

NUE

NUCOR CORP

0.00%

Shares995

Event2026-06-30

Filed2026-07-23

HYG

ISHARES HI YIELD CORPORATE BOND

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

AWK

AMERICAN WTR WKS CO INC NEW COM

-12.80%

Shares1.6K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INCORPORATED

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

NETFLIX INC

-11.94%

Shares2.7K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD DEVELOPED MARKETS ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

ESGE

ISHARES ESG AWARE MSCI EMERGING MKTS FUND

-2.70%

Shares3.5K

Event2026-06-30

Filed2026-07-23

TSCO

TRACTOR SUPPLY CO.

-6.76%

Shares5.9K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORPORATION

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

MET

METLIFE INC

-4.35%

Shares2.2K

Event2026-06-30

Filed2026-07-23

NBTB

NBT BANCORP INC

-40.50%

Shares3.7K

Event2026-06-30

Filed2026-07-23

INTU

INTUIT COM

0.00%

Shares705

Event2026-06-30

Filed2026-07-23

NXP SEMICONDUCTORS NV

0.00%

Shares645

Event2026-06-30

Filed2026-07-23

AT&T INC

-31.59%

Shares8.7K

Event2026-06-30

Filed2026-07-23

CSX

CSX CORP COM

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

IWO

ISHARES RUSSELL 2000 GROWTH INDEX FUND

0.00%

Shares451

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

0.00%

Shares403

Event2026-06-30

Filed2026-07-23

IWD

ISHARES RUSSELL 1000 VALUE INDEX

0.00%

Shares708

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

-0.22%

Shares919

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD GROWTH ETF

500.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

PLAB

PHOTRONICS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES

0.00%

Shares278

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TRUST ETF

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP

201.42%

Shares639

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC. DEL CL B

-74.58%

Shares316

Event2026-06-30

Filed2026-07-23

TGT

TARGET CORP COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

ICE

INTERCONTINENTAL EXCHANGE

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

BND

ETF VANGUARD BOND INDEX

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

DIS

WALT DISNEY COMPANY COM

-14.12%

Shares1.6K

Event2026-06-30

Filed2026-07-23

CBRE

CBRE GROUP INC CL A

-5.07%

Shares1.1K

Event2026-06-30

Filed2026-07-23

CALI

ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES MSCI EAFE INDEX

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR SBI HEALTHCARE

0.00%

Shares902

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

-0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-23

CHD

CHURCH & DWIGHT CO.INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

SUNCOR ENERGY, INC.

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-23

FDX

FEDEX CORPORATION

0.00%

Shares422

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

0.00%

Shares370

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SERVICE

-7.61%

Shares1.2K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRUMENTS, INC

0.00%

Shares435

Event2026-06-30

Filed2026-07-23

QUAL

ISHARES EDGE MSCI US QULTY FACT ETF

0.00%

Shares583

Event2026-06-30

Filed2026-07-23

IGIB

ISHS BARCLAYS INTERMEDIATE TERM CREDIT BOND FD

-43.64%

Shares2.4K

Event2026-06-30

Filed2026-07-23

GLAXO SMITHKLINE PLC ADR NEW

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

DIA

SPDR DOW JONES INDL AVERAGE ETR TR

0.00%

Shares236

Event2026-06-30

Filed2026-07-23

IWP

ISHARES RUSSELL MIDCAP GROWTH INDEX FUND

0.00%

Shares795

Event2026-06-30

Filed2026-07-23

ADOBE SYSTEMS INC

0.00%

Shares561

Event2026-06-30

Filed2026-07-23

DOMINION RES INC VA NEW COM

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

CHUBB LTD CHF

0.00%

Shares336

Event2026-06-30

Filed2026-07-23

IDA

IDACORP INC.

0.00%

Shares750

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP

0.00%

Shares109

Event2026-06-30

Filed2026-07-23

WMT

WAL-MART STORES, INC

0.00%

Shares973

Event2026-06-30

Filed2026-07-23

PFF

ISHARES S&P US PREFERRED STOCK INDEX FUND

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

TFC

TRUIST FINL CORP COM

-6.50%

Shares2.2K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO NEW

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

0.00%

Shares499

Event2026-06-30

Filed2026-07-23

VOX

VANGUARD COMMUNICATION SERVICES ETF

0.00%

Shares565

Event2026-06-30

Filed2026-07-23

ESML

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

XLB

SELECT SECTOR SPDR TR SBI MATERIALS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

CONSOLIDATED EDISON INC COM

0.00%

Shares907

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

0.00%

Shares252

Event2026-06-30

Filed2026-07-23

TDG

TRANSDIGM GROUP INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-23

PEG

PUBLIC SVC ENTERPRISE GROUP COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

PAYX

PAYCHEX INC COM STK

-5.24%

Shares994

Event2026-06-30

Filed2026-07-23

EQIX

EQUINIX INC COM PAR $0.001

0.00%

Shares93

Event2026-06-30

Filed2026-07-23

WBS

WEBSTER FINL CORP CONN COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

VOOG

VANGUARD S&P 500 GROWTH

500.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TRUST ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB US DIVIDEND EQUITY

198.20%

Shares2.8K

Event2026-06-30

Filed2026-07-23

XLY

SPDR CONSUMER DISCRETIONARY

-4.48%

Shares747

Event2026-06-30

Filed2026-07-23

MMC

MARSH & MCLENNAN COMPANIES, INC

-9.67%

Shares514

Event2026-06-30

Filed2026-07-23

FISERV INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

CARR

CARRIER GLOBAL CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

CWB

SPDR BARCLAYS CAP CONV SEC

0.00%

Shares764

Event2026-06-30

Filed2026-07-23

CLX

CLOROX CO CALIF COM STK

0.00%

Shares824

Event2026-06-30

Filed2026-07-23

SHEL

SHELL PLC NPV ADR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR SBI INT-INDS

0.00%

Shares419

Event2026-06-30

Filed2026-07-23

ESGV

VANGUARD ESG U.S. STOCK ETF

0.00%

Shares586

Event2026-06-30

Filed2026-07-23

NVO

NOVO NORDISK AS ADR

27.40%

Shares1.6K

Event2026-06-30

Filed2026-07-23

ESE

ESCO TECHNOLOGIES INC

0.00%

Shares212

Event2026-06-30

Filed2026-07-23

USMV

ISHARES EDGE MSCI MIN VOL USA ETF

0.00%

Shares740

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC CORE MSCI EMERGING MKTS ETF

0.00%

Shares849

Event2026-06-30

Filed2026-07-23

ISHARES CORE MSCI EAFE ETF

-7.09%

Shares668

Event2026-06-30

Filed2026-07-23

LQD

ISHARES IBOXX $ INV GRADE CORP BOND ETF

0.00%

Shares569

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HOLDINGS INC.

0.00%

Shares81

Event2026-06-30

Filed2026-07-23

BDX

BECTON DICKINSON & CO.

0.00%

Shares394

Event2026-06-30

Filed2026-07-23

HPE

HEWLETT PACKARD ENT CO

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

CMCSA

COMCAST CORP NEW CL A

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC COM

0.00%

Shares212

Event2026-06-30

Filed2026-07-23

RTH

VANECK VEC RETAIL ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

GIS

GENERAL MILLS INC COM

-35.29%

Shares1.4K

Event2026-06-30

Filed2026-07-23

MTN

VAIL RESORTS INC COM

0.00%

Shares350

Event2026-06-30

Filed2026-07-23

TRFK

PACER DATA AND DIGITAL REVOLUTION

113.04%

Shares441

Event2026-06-30

Filed2026-07-23

SHY

ISHS BARCLAYS 1-3 YR TREAS BD FD

0.00%

Shares544

Event2026-06-30

Filed2026-07-23

PIO

INVESCO EXCHNG TRADED FD TR GLOBAL WATER

0.00%

Shares979

Event2026-06-30

Filed2026-07-23

VNQ

VANGUARD REIT

174.55%

Shares453

Event2026-06-30

Filed2026-07-23

XLK

TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares216

Event2026-06-30

Filed2026-07-23

ITW

ILLINOIS TOOL WORKS INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-23

XLG

INVESCO EX S&P 500 TOP 50 ETF

New

Shares652

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL COM

0.00%

Shares175

Event2026-06-30

Filed2026-07-23

NKE

NIKE INC CL B

-30.05%

Shares908

Event2026-06-30

Filed2026-07-23

WFC-PL

WELLS FARGO PFD L

0.00%

Shares32

Event2026-06-30

Filed2026-07-23

ETR

ENTERGY CORPORATION

0.00%

Shares298

Event2026-06-30

Filed2026-07-23

PRU

PRUDENTIAL FINL INC COM

0.00%

Shares312

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

0.00%

Shares258

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB INC

0.00%

Shares113

Event2026-06-30

Filed2026-07-23

AEP

AMERICAN ELEC PWR INC COM

0.00%

Shares230

Event2026-06-30

Filed2026-07-23

DRI

DARDEN RESTAURANTS, INC COM

0.00%

Shares150

Event2026-06-30

Filed2026-07-23

HPQ

HP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

COF

CAPITAL ONE FINANCIAL

0.00%

Shares136

Event2026-06-30

Filed2026-07-23

SMH

VANECK SEMICONDUCTOR ETF

New

Shares40

Event2026-06-30

Filed2026-07-23

GRMN

GARMIN LTD

0.00%

Shares110

Event2026-06-30

Filed2026-07-23

IJJ

ISHS TR S&P MDCP 400 VALUE ETF

0.00%

Shares176

Event2026-06-30

Filed2026-07-23

REGIONS FINL CORP

0.00%

Shares859

Event2026-06-30

Filed2026-07-23

DUPONT DE NEMOURS INC

New

Shares169

Event2026-06-30

Filed2026-07-23

TROW

T ROWE PRICE GROUP

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

AEE

AMEREN CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE INC

-19.66%

Shares143

Event2026-06-30

Filed2026-07-23

MAS

MASCO CORPORATION

0.00%

Shares275

Event2026-06-30

Filed2026-07-23

JOHNSON CTLS INTL PLC

0.00%

Shares145

Event2026-06-30

Filed2026-07-23

PFG

PRINCIPAL FINANCIAL GROUP

0.00%

Shares195

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP COM

0.00%

Shares139

Event2026-06-30

Filed2026-07-23

FAST

FASTENAL

0.00%

Shares400

Event2026-06-30

Filed2026-07-23

MKS INC

0.00%

Shares43

Event2026-06-30

Filed2026-07-23

WMB

THE WILLIAMS CO INC

0.00%

Shares249

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD SMALL CAP

0.00%

Shares75

Event2026-06-30

Filed2026-07-23

AMX

AMERICA MOVIL S.A.B. DE C.V.

0.00%

Shares700

Event2026-06-30

Filed2026-07-23

TTE

TOTAL ENERGIES SE

0.00%

Shares223

Event2026-06-30

Filed2026-07-23

CORTEVA, INC.

0.00%

Shares190

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO COM

0.00%

Shares174

Event2026-06-30

Filed2026-07-23

GEHC

GE HEALTHCARE TECHNOLOGIES, INC.

0.00%

Shares247

Event2026-06-30

Filed2026-07-23

MFC

MANULIFE FINANCIAL CORP

0.00%

Shares390

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY, INC

New

Shares50

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CL A

0.00%

Shares78

Event2026-06-30

Filed2026-07-23

ETF VANGUARD MID-CAP

New

Shares164

Event2026-06-30

Filed2026-07-23

STT

STATE STREET CORP COM

0.00%

Shares75

Event2026-06-30

Filed2026-07-23

HLN

HALEON PLC NPV ADR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

ASML

ASML HOLDING NV

0.00%

Shares6

Event2026-06-30

Filed2026-07-23

IXP

ISHARES GLOBAL COMMUNICATION SERVICES ETF

0.00%

Shares105

Event2026-06-30

Filed2026-07-23

APOLLO GLOBAL MANAGEMENT INC

New

Shares100

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES CL A

0.00%

Shares100

Event2026-06-30

Filed2026-07-23

ARK INNOVATION ETF

0.00%

Shares144

Event2026-06-30

Filed2026-07-23

XLC

COMMUNICATION SERVICES SELECT SECTOR SPDR FUND

0.00%

Shares107

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTERNATIONAL INC NEW CLASS A

0.00%

Shares30

Event2026-06-30

Filed2026-07-23

ROST

ROSS STORES INC

0.00%

Shares51

Event2026-06-30

Filed2026-07-23

ARCH CAPIT COM

0.00%

Shares109

Event2026-06-30

Filed2026-07-23

VYMI

VANGUARD W INTERNATIONAL HIGH DIV Y

New

Shares100

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FUNDS SMALL CAP

0.00%

Shares32

Event2026-06-30

Filed2026-07-23

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares50

Event2026-06-30

Filed2026-07-23

APD

AIR PRODUCTS AND CHEMICALS INC.

0.00%

Shares29

Event2026-06-30

Filed2026-07-23

DOW

DOW HLDGS INC COM

-0.33%

Shares302

Event2026-06-30

Filed2026-07-23

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares240

Event2026-06-30

Filed2026-07-23

FEDEX FREIGHT HOLDING COMPANY, INC

New

Shares50

Event2026-06-30

Filed2026-07-23

SYY

SYSCO CORP COM

0.00%

Shares85

Event2026-06-30

Filed2026-07-23

PYPL

PAYPAL HOLDINGS INC

0.00%

Shares160

Event2026-06-30

Filed2026-07-23

UNILEVER PLC

0.00%

Shares111

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

0.00%

Shares37

Event2026-06-30

Filed2026-07-23

PCAR

PACCAR INC COM

0.00%

Shares52

Event2026-06-30

Filed2026-07-23

HEI

HEICO CORP

0.00%

Shares17

Event2026-06-30

Filed2026-07-23

CSL

CARLISLE COS INC

0.00%

Shares16

Event2026-06-30

Filed2026-07-23

VRTX

VERTEX PHARMACEUTICALS

0.00%

Shares11

Event2026-06-30

Filed2026-07-23

CCI

CROWN CASTLE INTL CORP

0.00%

Shares72

Event2026-06-30

Filed2026-07-23

LABCORP HLDGS INC

0.00%

Shares18

Event2026-06-30

Filed2026-07-23

XYL

XYLEM INC

0.00%

Shares42

Event2026-06-30

Filed2026-07-23

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-23

CDNS

CADENCE DESIGN SYSTEMS INC

0.00%

Shares13

Event2026-06-30

Filed2026-07-23

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares7

Event2026-06-30

Filed2026-07-23

CDW

CDW CORP

0.00%

Shares32

Event2026-06-30

Filed2026-07-23

BRO

BROWN & BROWN INC.

0.00%

Shares68

Event2026-06-30

Filed2026-07-23

BKR

BAKER HUGHES INC. CL A COMMON

0.00%

Shares78

Event2026-06-30

Filed2026-07-23

LIBERTY MEDIA CORP DEL NPV

0.00%

Shares45

Event2026-06-30

Filed2026-07-23

WRB

BERKLEY W R CORP

0.00%

Shares60

Event2026-06-30

Filed2026-07-23

MEDTRONIC PLC

-73.53%

Shares54

Event2026-06-30

Filed2026-07-23

TEL

TE CONNECTIVITY PLC USD

0.00%

Shares20

Event2026-06-30

Filed2026-07-23

VLTO

VERALTO CORP

0.00%

Shares43

Event2026-06-30

Filed2026-07-23

REALTY INCOME CORPORATION

0.00%

Shares61

Event2026-06-30

Filed2026-07-23

WAT

WATERS CORPORATION

-83.61%

Shares10

Event2026-06-30

Filed2026-07-23

SERVICENOW, INC

0.00%

Shares35

Event2026-06-30

Filed2026-07-23

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares18

Event2026-06-30

Filed2026-07-23

CPRT

COPART INC NPV

0.00%

Shares104

Event2026-06-30

Filed2026-07-23

VFC

V F CORP

0.00%

Shares175

Event2026-06-30

Filed2026-07-23

ASTRAZENECA PLC

0.00%

Shares15

Event2026-06-30

Filed2026-07-23

BAM

BROOKFIELD ASSET MGMT LTD

0.00%

Shares62

Event2026-06-30

Filed2026-07-23

ABNB

AIRBNB INC

0.00%

Shares19

Event2026-06-30

Filed2026-07-23

THO

THOR INDS INC

0.00%

Shares36

Event2026-06-30

Filed2026-07-23

ALC

ALCON INC CHF

0.00%

Shares40

Event2026-06-30

Filed2026-07-23

DOMINO'S PIZZA INC

0.00%

Shares9

Event2026-06-30

Filed2026-07-23

LAD

LITHIA MOTORS CL A

0.00%

Shares9

Event2026-06-30

Filed2026-07-23

MOELIS & CO

0.00%

Shares39

Event2026-06-30

Filed2026-07-23

ABG

ASBURY AUTOMOTIVE GROUP

0.00%

Shares12

Event2026-06-30

Filed2026-07-23

KHC

KRAFT HEINZ CO

0.00%

Shares98

Event2026-06-30

Filed2026-07-23

SLB

SLB LIMITED COM STK

0.00%

Shares47

Event2026-06-30

Filed2026-07-23

BOEING COMPANY COM

0.00%

Shares10

Event2026-06-30

Filed2026-07-23

TDTT

FLEXSHARES 3 YEAR DURATION TIPS ETF

0.00%

Shares81

Event2026-06-30

Filed2026-07-23

SOLV

SOLVENTUM CORP.

0.00%

Shares25

Event2026-06-30

Filed2026-07-23

CFR

CULLEN/FROST BANKERS INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-23

VSNT

VERSANT MEDIA GROUP, INC.

0.00%

Shares51

Event2026-06-30

Filed2026-07-23

BF.B

BROWN-FORMAN CORP CLASS B

0.00%

Shares62

Event2026-06-30

Filed2026-07-23

KNSL

KINSALE CAP GROUP INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-23

QNITY ELECTRONICS, INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-23

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CORP

0.00%

Shares40

Event2026-06-30

Filed2026-07-23

LBRDK

LIBERTY BROADBAND CORP

0.00%

Shares45

Event2026-06-30

Filed2026-07-23

MICC

MAGNUM ICE CREAM COMPANY NV

0.00%

Shares25

Event2026-06-30

Filed2026-07-23

AMTM

AMENTUM HOLDINGS INC

0.00%

Shares2

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available