Sponsored

The Analysis of United Asset Strategies, Inc.'s Holdings & P&L

Currently, United Asset Strategies, Inc. holds 259 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in AAPL (+58.3K shares, valued at $16.9M), CSGP (+489.0K shares, valued at $13.8M), N/A (+27.6K shares, valued at $11.2M); decreased their positions in XLK (-76.1K shares, valued at $14.5M), PANW (-41.3K shares, valued at $14.1M), N/A (-27.6K shares, valued at $9.0M); initiated new positions in CSGP (+489.0K shares, valued at $13.8M), N/A (+14.9K shares, valued at $7.7M), PSK (+250.6K shares, valued at $7.7M).

1M P&L

-40.3M-3.19%

3M P&L

+25.4M+2.12%

HY P&L

+140.9M+13.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A243.3M

20.1%

2Semiconductors97.0M

8.0%

3Consumer Electronics82.5M

6.8%

Top Industries by Stock Count

1N/A63 stocks

28.6%

2Semiconductors8 stocks

3.6%

3Specialty Industrial Machinery8 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION423.7K shares7.97%2026-06-302026-07-13

AAPL APPLE INC285.2K shares25.67%2026-06-302026-07-13

GOOGL ALPHABET INC198.9K shares-2.59%2026-06-302026-07-13

AMZN AMAZON COM INC242.3K shares0.89%2026-06-302026-07-13

MSFT MICROSOFT CORP130.7K shares18.12%2026-06-302026-07-13

BROADCOM INC BROADCOM INC83.6K shares7.61%2026-06-302026-07-13

SOXX ISHARES TR49.0K shares-16.87%2026-06-302026-07-13

XLK SELECT SECTOR SPDR TR155.7K shares-32.83%2026-06-302026-07-13

Sponsored

META PLATFORMS INC META PLATFORMS INC52.1K shares3.08%2026-06-302026-07-13

ASML ASML HLDG NV13.0K shares-21.36%2026-06-302026-07-13

SPSM SPDR SERIES TRUST434.3K shares1.05%2026-06-302026-07-13

USFR WISDOMTREE TR492.0K shares1.92%2026-06-302026-07-13

PANW PALO ALTO NETWORKS INC65.1K shares-38.82%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED43.0K shares2.09%2026-06-302026-07-13

PH PARKER-HANNIFIN CORP20.5K shares2.26%2026-06-302026-07-13

BAC BANK OF AMER CORP338.9K shares0.80%2026-06-302026-07-13

Sponsored

GWW WW GRAINGER INC14.0K shares0.76%2026-06-302026-07-13

VMBS VANGUARD SCOTTSDALE FDS403.0K shares-3.79%2026-06-302026-07-13

MRK MERCK & CO INC143.7K shares-31.73%2026-06-302026-07-13

SCHW SCHWAB CHARLES CORP196.4K shares-0.11%2026-06-302026-07-13

EW EDWARDS LIFESCIENCES CORP192.6K shares-0.66%2026-06-302026-07-13

KMI KINDER MORGAN INC DEL539.9K shares6.00%2026-06-302026-07-13

ECL ECOLAB INC57.8K shares1.54%2026-06-302026-07-13

TMO THERMO FISHER SCIENTIFIC INC31.4K shares1.04%2026-06-302026-07-13

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO47.7K shares-36.67%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP30.4K shares1.56%2026-06-302026-07-13

SPDR SERIES TRUST SPDR SERIES TRUST175.7K shares-1.72%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON58.1K shares1.40%2026-06-302026-07-13

SBUX STARBUCKS CORP142.8K shares-0.28%2026-06-302026-07-13

SERVICENOW INC SERVICENOW INC144.7K shares14.78%2026-06-302026-07-13

DUK DUKE ENERGY CORP NEW111.5K shares0.01%2026-06-302026-07-13

MNST MONSTER BEVERAGE CORP NEW146.0K shares-4.35%2026-06-302026-07-13

Sponsored

ETN EATON CORP PLC32.7K shares-0.94%2026-06-302026-07-13

CSGP COSTAR GROUP INC489.0K sharesnew addition2026-06-302026-07-13

PM PHILIP MORRIS INTL INC71.5K shares2.20%2026-06-302026-07-13

S&P GLOBAL INC S&P GLOBAL INC30.9K shares842.63%2026-06-302026-07-13

CL COLGATE PALMOLIVE CO131.8K shares4.33%2026-06-302026-07-13

APH AMPHENOL CORP68.3K shares1407.62%2026-06-302026-07-13

AMGN AMGEN INC32.7K shares0.36%2026-06-302026-07-13

HD HOME DEPOT INC32.0K shares1.82%2026-06-302026-07-13

Sponsored

MBSF VALUED ADVISERS TR424.5K shares137.03%2026-06-302026-07-13

LNG CHENIERE ENERGY INC45.6K shares57.46%2026-06-302026-07-13

AIG AMERICAN INTL GROUP INC137.7K shares2.50%2026-06-302026-07-13

C CITIGROUP INC68.1K shares-47.37%2026-06-302026-07-13

MCK MCKESSON CORP11.4K shares0.95%2026-06-302026-07-13

IWN ISHARES TR38.5K shares-0.40%2026-06-302026-07-13

XLP SELECT SECTOR SPDR TR102.5K shares-23.42%2026-06-302026-07-13

ETR ENTERGY CORP NEW70.0K shares0.08%2026-06-302026-07-13

Sponsored

APD AIR PRODUCTS AND CHEMICALS I26.5K shares-0.14%2026-06-302026-07-13

APPLOVIN CORP APPLOVIN CORP14.9K sharesnew addition2026-06-302026-07-13

PSK SPDR SERIES TRUST250.6K sharesnew addition2026-06-302026-07-13

WASTE MGMT INC DEL WASTE MGMT INC DEL33.6K shares6.06%2026-06-302026-07-13

DE DEERE & CO11.1K shares0.66%2026-06-302026-07-13

DIS DISNEY WALT CO69.4K shares1.64%2026-06-302026-07-13

PEP PEPSICO INC47.9K shares66.05%2026-06-302026-07-13

VTR VENTAS INC70.8K shares-0.88%2026-06-302026-07-13

Sponsored

LNT ALLIANT ENERGY CORP80.4K shares0.66%2026-06-302026-07-13

DHR DANAHER CORP DEL31.8K shares2.39%2026-06-302026-07-13

EFV ISHARES TR77.8K shares-0.27%2026-06-302026-07-13

TSLA TESLA INC13.4K shares1.54%2026-06-302026-07-13

WFC WELLS FARGO & CO67.9K shares76.28%2026-06-302026-07-13

UPS UNITED PARCEL SVCS INC51.4K shares1.17%2026-06-302026-07-13

GLD SPDR GOLD TR14.7K shares-25.80%2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC7.3K shares-6.68%2026-06-302026-07-13

Sponsored

AMD ADVANCED MICRO DEVICES INC9.1K shares-31.36%2026-06-302026-07-13

LLY ELI LILLY & CO4.2K shares-2.91%2026-06-302026-07-13

XLY SELECT SECTOR SPDR TR42.2K shares-0.67%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP35.0K shares-36.68%2026-06-302026-07-13

DFEV DIMENSIONAL ETF TRUST108.3K shares58.47%2026-06-302026-07-13

VISA INC VISA INC13.4K shares-1.48%2026-06-302026-07-13

RTX CORPORATION RTX CORPORATION23.9K shares23.64%2026-06-302026-07-13

TMUS T-MOBILE US INC26.6K shares-4.88%2026-06-302026-07-13

Sponsored

RJF RAYMOND JAMES FINL INC28.6K shares74.43%2026-06-302026-07-13

LPLA LPL FINL HLDGS INC14.4K shares4.66%2026-06-302026-07-13

OZ BELPOINTE PREP LLC88.7K shares-0.71%2026-06-302026-07-13

SPMD SPDR SERIES TRUST56.3K shares5.91%2026-06-302026-07-13

ABBVIE INC ABBVIE INC14.6K shares45.99%2026-06-302026-07-13

XLF SELECT SECTOR SPDR TR63.3K shares-58.15%2026-06-302026-07-13

SPDW SPDR INDEX SHS FDS66.1K shares5.66%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL6.6K shares1.66%2026-06-302026-07-13

Sponsored

MCD MCDONALDS CORP12.1K shares1.52%2026-06-302026-07-13

RMD RESMED INC16.6K shares3.79%2026-06-302026-07-13

GOOG ALPHABET INC9.0K shares-11.45%2026-06-302026-07-13

CAT CATERPILLAR INC3.0K shares29.46%2026-06-302026-07-13

QQQ INVESCO QQQ TR4.0K shares-0.44%2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC65.7K shares3.64%2026-06-302026-07-13

CCL CARNIVAL CORP LTD96.9K sharesnew addition2026-06-302026-07-13

PG PROCTER & GAMBLE CO18.8K shares-2.24%2026-06-302026-07-13

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T24.1K shares-8.06%2026-06-302026-07-13

ITW ILLINOIS TOOL WKS INC10.1K shares-2.16%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.8K shares-4.64%2026-06-302026-07-13

XLI SELECT SECTOR SPDR TR14.0K shares-4.51%2026-06-302026-07-13

J JACOBS SOLUTIONS INC20.4K shares2.71%2026-06-302026-07-13

XLV SELECT SECTOR SPDR TR15.9K shares4.90%2026-06-302026-07-13

CDNS CADENCE DESIGN SYSTEM INC6.1K shares-24.20%2026-06-302026-07-13

ROST ROSS STORES INC10.7K shares24.76%2026-06-302026-07-13

Sponsored

NETFLIX INC. NETFLIX INC.31.8K shares19.75%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC1.9K shares-44.94%2026-06-302026-07-13

ANET ARISTA NETWORKS INC12.9K shares18.48%2026-06-302026-07-13

ISHARES TR ISHARES TR21.5K shares1.26%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.9K shares4.51%2026-06-302026-07-13

FTNT FORTINET INC13.8K shares-14.36%2026-06-302026-07-13

SHY ISHARES TR25.6K shares-7.18%2026-06-302026-07-13

XLC SELECT SECTOR SPDR TR19.6K shares-1.34%2026-06-302026-07-13

Sponsored

TROW PRICE T ROWE GROUP INC17.8K shares-1.54%2026-06-302026-07-13

SYY SYSCO CORP22.2K shares4.05%2026-06-302026-07-13

TXN TEXAS INSTRS INC6.2K shares27.23%2026-06-302026-07-13

KO COCA COLA CO22.2K shares2.39%2026-06-302026-07-13

FE FIRSTENERGY CORP37.7K shares-4.63%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC19.7K shares0.03%2026-06-302026-07-13

IEF ISHARES TR18.0K shares3.42%2026-06-302026-07-13

PAYX PAYCHEX INC17.2K shares-0.43%2026-06-302026-07-13

Sponsored

XLE SELECT SECTOR SPDR TR31.9K shares-5.39%2026-06-302026-07-13

NUE NUCOR CORP7.5K shares-36.74%2026-06-302026-07-13

LOW LOWES COS INC7.5K shares6.37%2026-06-302026-07-13

VOO VANGUARD INDEX FDS2.4K shares135.54%2026-06-302026-07-13

DELL DELL TECHNOLOGIES INC3.7K sharesnew addition2026-06-302026-07-13

DATADOG INC DATADOG INC5.9K shares-26.18%2026-06-302026-07-13

XLB SELECT SECTOR SPDR TR28.8K shares-3.25%2026-06-302026-07-13

XSD SPDR SERIES TRUST2.3K sharesnew addition2026-06-302026-07-13

Sponsored

LRCX LAM RESEARCH CORP3.3K shares-7.42%2026-06-302026-07-13

SMDV PROSHARES TR18.6K shares2.53%2026-06-302026-07-13

VRTX VERTEX PHARMACEUTICALS INC2.9K shares-2.80%2026-06-302026-07-13

FREEPORT MCMORAN INC FREEPORT MCMORAN INC22.7K shares83.75%2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC12.1K shares-29.24%2026-06-302026-07-13

VRT VERTIV HOLDINGS CO4.2K shares4.55%2026-06-302026-07-13

VST VISTRA CORP8.9K shares1.01%2026-06-302026-07-13

PYPL PAYPAL HLDGS INC32.5K shares-37.08%2026-06-302026-07-13

Sponsored

ADOBE INC ADOBE INC6.6K shares-85.66%2026-06-302026-07-13

WMB WILLIAMS COS INC17.9K shares-4.47%2026-06-302026-07-13

SPEM SPDR INDEX SHS FDS25.0K shares0.79%2026-06-302026-07-13

WMT WALMART INC11.3K shares1.15%2026-06-302026-07-13

MPWR MONOLITHIC PWR SYS INC922 shares-6.59%2026-06-302026-07-13

USFD US FOODS HLDG CORP12.3K shares-1.53%2026-06-302026-07-13

AXP AMERICAN EXPRESS CO3.7K shares0.24%2026-06-302026-07-13

CHRW C H ROBINSON WORLDWIDE IN6.3K shares-9.28%2026-06-302026-07-13

Sponsored

TJX TJX COS INC NEW7.2K shares237.82%2026-06-302026-07-13

GE GE AEROSPACE2.9K shares3.76%2026-06-302026-07-13

STIP ISHARES TR10.4K shares58.31%2026-06-302026-07-13

CVX CHEVRON CORPORATION6.2K shares-88.82%2026-06-302026-07-13

CHUBB LIMITED CHUBB LIMITED3.0K shares2.07%2026-06-302026-07-13

ISRG INTUITIVE SURGICAL INC2.5K shares-0.74%2026-06-302026-07-13

ORACLE CORP ORACLE CORP6.9K shares-3.58%2026-06-302026-07-13

EMR EMERSON ELEC CO7.0K shares2.06%2026-06-302026-07-13

Sponsored

TRGP TARGA RES CORP3.7K shares0.44%2026-06-302026-07-13

MBS ANGEL OAK FUNDS TRUST114.3K shares0.39%2026-06-302026-07-13

ES EVERSOURCE ENERGY13.6K shares2.23%2026-06-302026-07-13

CTAS CINTAS CORP5.8K shares-2.18%2026-06-302026-07-13

QUANTA SVCS INC QUANTA SVCS INC1.4K shares-3.68%2026-06-302026-07-13

NDSN NORDSON CORP3.2K shares1.63%2026-06-302026-07-13

HLT HILTON WORLDWIDE HLDGS INC2.9K shares-7.63%2026-06-302026-07-13

MET METLIFE INC11.4K shares4.95%2026-06-302026-07-13

Sponsored

CVS CVS HEALTH CORP9.1K shares-14.35%2026-06-302026-07-13

SNOWFLAKE INC SNOWFLAKE INC3.6K shares0.44%2026-06-302026-07-13

TER TERADYNE INC1.9K sharesnew addition2026-06-302026-07-13

GD GENERAL DYNAMICS CORP2.6K shares2.62%2026-06-302026-07-13

BDX BECTON DICKINSON & CO6.0K shares68.67%2026-06-302026-07-13

NKE NIKE INC22.1K shares-2.86%2026-06-302026-07-13

BKNG BOOKING HOLDINGS INC5.0K sharesnew addition2026-06-302026-07-13

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN4.9K sharesnew addition2026-06-302026-07-13

Sponsored

TT TRANE TECHNOLOGIES PLC1.8K shares-0.11%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC7.5K shares9.65%2026-06-302026-07-13

SNPS SYNOPSYS INC2.0K shares-5.76%2026-06-302026-07-13

TLT ISHARES TR10.1K shares-2.62%2026-06-302026-07-13

3M CO 3M CO5.3K shares0.02%2026-06-302026-07-13

IGV ISHARES TR9.3K sharesnew addition2026-06-302026-07-13

EEMA ISHARES INC7.2K shares27.55%2026-06-302026-07-13

CRM SALESFORCE INC5.3K shares-4.74%2026-06-302026-07-13

Sponsored

VV VANGUARD INDEX FDS2.4K shares0.64%2026-06-302026-07-13

O REALTY INCOME CORP13.0K shares-90.88%2026-06-302026-07-13

DASH DOORDASH INC4.4K shares1.23%2026-06-302026-07-13

BAB INVESCO EXCH TRADED FD TR II29.6K shares42.80%2026-06-302026-07-13

PNR PENTAIR PLC10.0K shares6.94%2026-06-302026-07-13

IWB ISHARES TR1.8K shares-3.54%2026-06-302026-07-13

NU NU HLDGS LTD55.7K shares2.70%2026-06-302026-07-13

INTU INTUIT2.8K shares37.80%2026-06-302026-07-13

Sponsored

EOG EOG RES INC5.6K shares-5.77%2026-06-302026-07-13

INTC INTEL CORP5.2K shares2.15%2026-06-302026-07-13

AOS SMITH A O CORP11.4K shares8.53%2026-06-302026-07-13

EPD ENTERPRISE PRODS PARTNERS L19.5K shares-0.02%2026-06-302026-07-13

CFG CITIZENS FINL GROUP INC10.2K shares0.60%2026-06-302026-07-13

MEDTRONIC PLC MEDTRONIC PLC9.1K shares8.66%2026-06-302026-07-13

HRL HORMEL FOODS CORP27.2K shares3.88%2026-06-302026-07-13

IAU ISHARES GOLD TR9.0K shares-5.14%2026-06-302026-07-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.4K shares-3.33%2026-06-302026-07-13

LIN LINDE PLC1.3K shares-4.45%2026-06-302026-07-13

FAST FASTENAL CO13.9K sharesnew addition2026-06-302026-07-13

ED CONSOLIDATED EDISON INC5.9K shares-1.08%2026-06-302026-07-13

PFE PFIZER INC26.8K shares5.10%2026-06-302026-07-13

PPG PPG INDS INC5.3K shares3.63%2026-06-302026-07-13

MKC MCCORMICK & CO INC12.6K shares30.24%2026-06-302026-07-13

AS AMER SPORTS INC18.6K shares-0.27%2026-06-302026-07-13

Sponsored

RDDT REDDIT INC3.5K shares-0.96%2026-06-302026-07-13

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares-0.78%2026-06-302026-07-13

OEF ISHARES TR1.6K shares0.00%2026-06-302026-07-13

ROL ROLLINS INC14.1K shares-5.44%2026-06-302026-07-13

LQD ISHARES TR5.4K shares105.61%2026-06-302026-07-13

DOMINION ENERGY INC DOMINION ENERGY INC8.6K shares-0.76%2026-06-302026-07-13

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR12.7K shares-3.67%2026-06-302026-07-13

XLRE SELECT SECTOR SPDR TR13.1K shares34.16%2026-06-302026-07-13

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.3K shares-31.92%2026-06-302026-07-13

SBAC SBA COMMUNICATIONS CORP3.0K shares-5.24%2026-06-302026-07-13

SMH VANECK ETF TRUST796 shares-4.78%2026-06-302026-07-13

EZU ISHARES INC7.5K shares6.71%2026-06-302026-07-13

ESML ISHARES TR8.9K shares32.42%2026-06-302026-07-13

FNF FIDELITY NATL FINL INC10.5K shares0.00%2026-06-302026-07-13

BND VANGUARD BD INDEX FDS6.6K shares31.45%2026-06-302026-07-13

SCHB SCHWAB STRATEGIC TR16.7K shares0.00%2026-06-302026-07-13

Sponsored

ESGD ISHARES TR4.7K shares29.54%2026-06-302026-07-13

GPC GENUINE PARTS CO4.0K shares-17.93%2026-06-302026-07-13

MDLZ MONDELEZ INTL INC8.2K shares-47.04%2026-06-302026-07-13

CLX CLOROX CO DEL4.9K shares-32.75%2026-06-302026-07-13

CCI CROWN CASTLE INC6.0K shares6.16%2026-06-302026-07-13

BIL SPDR SERIES TRUST4.9K shares0.62%2026-06-302026-07-13

CHD CHURCH & DWIGHT CO INC4.5K sharesnew addition2026-06-302026-07-13

T AT&T INC20.5K shares14.36%2026-06-302026-07-13

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.9K shares11.91%2026-06-302026-07-13

KLAC KLA CORP1.4K sharesnew addition2026-06-302026-07-13

HIG HARTFORD INSURANCE GROUP INC3.0K shares29.90%2026-06-302026-07-13

AMCOR PLC AMCOR PLC8.8K shares5.63%2026-06-302026-07-13

GEV GE VERNOVA INC321 shares1.90%2026-06-302026-07-13

CEG CONSTELLATION ENERGY CORP1.5K shares12.87%2026-06-302026-07-13

IVW ISHARES TR2.6K shares0.00%2026-06-302026-07-13

AGZ ISHARES TR3.3K shares6.59%2026-06-302026-07-13

Sponsored

BA BOEING CO1.6K shares0.00%2026-06-302026-07-13

AEP AMERICAN ELEC PWR CO INC2.6K shares6.70%2026-06-302026-07-13

QCLN FIRST TR EXCHANGE-TRADED FD5.7K shares13.56%2026-06-302026-07-13

TDG TRANSDIGM GROUP INC264 shares0.00%2026-06-302026-07-13

STRATEGY INC STRATEGY INC4.0K shares-12.09%2026-06-302026-07-13

IEI ISHARES TR3.0K shares21.02%2026-06-302026-07-13

FLJP FRANKLIN TEMPLETON ETF TR8.7K shares17.59%2026-06-302026-07-13

EFA ISHARES TR3.3K shares-4.15%2026-06-302026-07-13

Sponsored

FLGB FRANKLIN TEMPLETON ETF TR9.2K shares20.46%2026-06-302026-07-13

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC908 shares0.11%2026-06-302026-07-13

EWL ISHARES INC4.7K shares22.64%2026-06-302026-07-13

CARR CARRIER GLOBAL CORPORATION4.0K sharesnew addition2026-06-302026-07-13

FDX FEDEX CORP921 shares36.04%2026-06-302026-07-13

ROK ROCKWELL AUTOMATION INC580 shares0.00%2026-06-302026-07-13

GLXY GALAXY DIGITAL INC.10.5K shares0.00%2026-06-302026-07-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO7.2K shares35.68%2026-06-302026-07-13

Sponsored

GS GOLDMAN SACHS GROUP INC269 sharesnew addition2026-06-302026-07-13

MRVL MARVELL TECHNOLOGY INC899 sharesnew addition2026-06-302026-07-13

WTW WILLIS TOWERS WATSON PLC LTD1.0K shares-22.73%2026-06-302026-07-13

ISHARES TR ISHARES TR351 shares4.78%2026-06-302026-07-13

NEM NEWMONT CORP2.8K sharesnew addition2026-06-302026-07-13

BP BP PLC6.8K shares-3.55%2026-06-302026-07-13

DVY ISHARES TR1.6K shares0.00%2026-06-302026-07-13

CI THE CIGNA GROUP867 shares-4.73%2026-06-302026-07-13

Sponsored

PPA INVESCO EXCHANGE TRADED FD T1.3K shares-4.01%2026-06-302026-07-13

STLD STEEL DYNAMICS INC1.0K sharesnew addition2026-06-302026-07-13

IBIT ISHARES BITCOIN TRUST ETF6.8K shares0.98%2026-06-302026-07-13

IWM ISHARES TR727 sharesnew addition2026-06-302026-07-13

COF CAPITAL ONE FINL CORP1.1K shares-10.23%2026-06-302026-07-13

IYW ISHARES TR850 sharesnew addition2026-06-302026-07-13

COP CONOCOPHILLIPS2.0K shares-43.92%2026-06-302026-07-13

HUMA HUMACYTE INC209.6K shares0.00%2026-06-302026-07-13

Sponsored

HIX WESTERN ASSET HIGH INCOM FD16.8K shares0.00%2026-06-302026-07-13

USEG BIG SKY INDL INC49.0K shares25.63%2026-06-302026-07-13

REE REE AUTOMOTIVE LTD13.3K shares0.00%2026-06-302026-07-13

NVDA

NVIDIA CORPORATION

7.97%

Shares423.7K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

25.67%

Shares285.2K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

-2.59%

Shares198.9K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

0.89%

Shares242.3K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

18.12%

Shares130.7K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

7.61%

Shares83.6K

Event2026-06-30

Filed2026-07-13

SOXX

ISHARES TR

-16.87%

Shares49.0K

Event2026-06-30

Filed2026-07-13

XLK

SELECT SECTOR SPDR TR

-32.83%

Shares155.7K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

3.08%

Shares52.1K

Event2026-06-30

Filed2026-07-13

ASML

ASML HLDG NV

-21.36%

Shares13.0K

Event2026-06-30

Filed2026-07-13

SPSM

SPDR SERIES TRUST

1.05%

Shares434.3K

Event2026-06-30

Filed2026-07-13

USFR

WISDOMTREE TR

1.92%

Shares492.0K

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

-38.82%

Shares65.1K

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

2.09%

Shares43.0K

Event2026-06-30

Filed2026-07-13

PARKER-HANNIFIN CORP

2.26%

Shares20.5K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

0.80%

Shares338.9K

Event2026-06-30

Filed2026-07-13

GWW

WW GRAINGER INC

0.76%

Shares14.0K

Event2026-06-30

Filed2026-07-13

VMBS

VANGUARD SCOTTSDALE FDS

-3.79%

Shares403.0K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

-31.73%

Shares143.7K

Event2026-06-30

Filed2026-07-13

SCHW

SCHWAB CHARLES CORP

-0.11%

Shares196.4K

Event2026-06-30

Filed2026-07-13

EDWARDS LIFESCIENCES CORP

-0.66%

Shares192.6K

Event2026-06-30

Filed2026-07-13

KMI

KINDER MORGAN INC DEL

6.00%

Shares539.9K

Event2026-06-30

Filed2026-07-13

ECL

ECOLAB INC

1.54%

Shares57.8K

Event2026-06-30

Filed2026-07-13

TMO

THERMO FISHER SCIENTIFIC INC

1.04%

Shares31.4K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

-36.67%

Shares47.7K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

1.56%

Shares30.4K

Event2026-06-30

Filed2026-07-13

SPDR SERIES TRUST

-1.72%

Shares175.7K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

1.40%

Shares58.1K

Event2026-06-30

Filed2026-07-13

SBUX

STARBUCKS CORP

-0.28%

Shares142.8K

Event2026-06-30

Filed2026-07-13

SERVICENOW INC

14.78%

Shares144.7K

Event2026-06-30

Filed2026-07-13

DUK

DUKE ENERGY CORP NEW

0.01%

Shares111.5K

Event2026-06-30

Filed2026-07-13

MNST

MONSTER BEVERAGE CORP NEW

-4.35%

Shares146.0K

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

-0.94%

Shares32.7K

Event2026-06-30

Filed2026-07-13

CSGP

COSTAR GROUP INC

New

Shares489.0K

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTL INC

2.20%

Shares71.5K

Event2026-06-30

Filed2026-07-13

S&P GLOBAL INC

842.63%

Shares30.9K

Event2026-06-30

Filed2026-07-13

COLGATE PALMOLIVE CO

4.33%

Shares131.8K

Event2026-06-30

Filed2026-07-13

APH

AMPHENOL CORP

1407.62%

Shares68.3K

Event2026-06-30

Filed2026-07-13

AMGN

AMGEN INC

0.36%

Shares32.7K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

1.82%

Shares32.0K

Event2026-06-30

Filed2026-07-13

MBSF

VALUED ADVISERS TR

137.03%

Shares424.5K

Event2026-06-30

Filed2026-07-13

LNG

CHENIERE ENERGY INC

57.46%

Shares45.6K

Event2026-06-30

Filed2026-07-13

AIG

AMERICAN INTL GROUP INC

2.50%

Shares137.7K

Event2026-06-30

Filed2026-07-13

CITIGROUP INC

-47.37%

Shares68.1K

Event2026-06-30

Filed2026-07-13

MCK

MCKESSON CORP

0.95%

Shares11.4K

Event2026-06-30

Filed2026-07-13

IWN

ISHARES TR

-0.40%

Shares38.5K

Event2026-06-30

Filed2026-07-13

XLP

SELECT SECTOR SPDR TR

-23.42%

Shares102.5K

Event2026-06-30

Filed2026-07-13

ETR

ENTERGY CORP NEW

0.08%

Shares70.0K

Event2026-06-30

Filed2026-07-13

APD

AIR PRODUCTS AND CHEMICALS I

-0.14%

Shares26.5K

Event2026-06-30

Filed2026-07-13

APPLOVIN CORP

New

Shares14.9K

Event2026-06-30

Filed2026-07-13

PSK

SPDR SERIES TRUST

New

Shares250.6K

Event2026-06-30

Filed2026-07-13

WASTE MGMT INC DEL

6.06%

Shares33.6K

Event2026-06-30

Filed2026-07-13

DEERE & CO

0.66%

Shares11.1K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

1.64%

Shares69.4K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

66.05%

Shares47.9K

Event2026-06-30

Filed2026-07-13

VTR

VENTAS INC

-0.88%

Shares70.8K

Event2026-06-30

Filed2026-07-13

LNT

ALLIANT ENERGY CORP

0.66%

Shares80.4K

Event2026-06-30

Filed2026-07-13

DHR

DANAHER CORP DEL

2.39%

Shares31.8K

Event2026-06-30

Filed2026-07-13

EFV

ISHARES TR

-0.27%

Shares77.8K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

1.54%

Shares13.4K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

76.28%

Shares67.9K

Event2026-06-30

Filed2026-07-13

UPS

UNITED PARCEL SVCS INC

1.17%

Shares51.4K

Event2026-06-30

Filed2026-07-13

GLD

SPDR GOLD TR

-25.80%

Shares14.7K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

-6.68%

Shares7.3K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

-31.36%

Shares9.1K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

-2.91%

Shares4.2K

Event2026-06-30

Filed2026-07-13

XLY

SELECT SECTOR SPDR TR

-0.67%

Shares42.2K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

-36.68%

Shares35.0K

Event2026-06-30

Filed2026-07-13

DFEV

DIMENSIONAL ETF TRUST

58.47%

Shares108.3K

Event2026-06-30

Filed2026-07-13

VISA INC

-1.48%

Shares13.4K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

23.64%

Shares23.9K

Event2026-06-30

Filed2026-07-13

TMUS

T-MOBILE US INC

-4.88%

Shares26.6K

Event2026-06-30

Filed2026-07-13

RJF

RAYMOND JAMES FINL INC

74.43%

Shares28.6K

Event2026-06-30

Filed2026-07-13

LPLA

LPL FINL HLDGS INC

4.66%

Shares14.4K

Event2026-06-30

Filed2026-07-13

BELPOINTE PREP LLC

-0.71%

Shares88.7K

Event2026-06-30

Filed2026-07-13

SPMD

SPDR SERIES TRUST

5.91%

Shares56.3K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

45.99%

Shares14.6K

Event2026-06-30

Filed2026-07-13

XLF

SELECT SECTOR SPDR TR

-58.15%

Shares63.3K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR INDEX SHS FDS

5.66%

Shares66.1K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.66%

Shares6.6K

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

1.52%

Shares12.1K

Event2026-06-30

Filed2026-07-13

RMD

RESMED INC

3.79%

Shares16.6K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

-11.45%

Shares9.0K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

29.46%

Shares3.0K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

-0.44%

Shares4.0K

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

3.64%

Shares65.7K

Event2026-06-30

Filed2026-07-13

CCL

CARNIVAL CORP LTD

New

Shares96.9K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

-2.24%

Shares18.8K

Event2026-06-30

Filed2026-07-13

XMHQ

INVESCO EXCHANGE TRADED FD T

-8.06%

Shares24.1K

Event2026-06-30

Filed2026-07-13

ITW

ILLINOIS TOOL WKS INC

-2.16%

Shares10.1K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

-4.64%

Shares2.8K

Event2026-06-30

Filed2026-07-13

XLI

SELECT SECTOR SPDR TR

-4.51%

Shares14.0K

Event2026-06-30

Filed2026-07-13

JACOBS SOLUTIONS INC

2.71%

Shares20.4K

Event2026-06-30

Filed2026-07-13

XLV

SELECT SECTOR SPDR TR

4.90%

Shares15.9K

Event2026-06-30

Filed2026-07-13

CDNS

CADENCE DESIGN SYSTEM INC

-24.20%

Shares6.1K

Event2026-06-30

Filed2026-07-13

ROST

ROSS STORES INC

24.76%

Shares10.7K

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

19.75%

Shares31.8K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

-44.94%

Shares1.9K

Event2026-06-30

Filed2026-07-13

ANET

ARISTA NETWORKS INC

18.48%

Shares12.9K

Event2026-06-30

Filed2026-07-13

ISHARES TR

1.26%

Shares21.5K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

4.51%

Shares2.9K

Event2026-06-30

Filed2026-07-13

FTNT

FORTINET INC

-14.36%

Shares13.8K

Event2026-06-30

Filed2026-07-13

SHY

ISHARES TR

-7.18%

Shares25.6K

Event2026-06-30

Filed2026-07-13

XLC

SELECT SECTOR SPDR TR

-1.34%

Shares19.6K

Event2026-06-30

Filed2026-07-13

TROW

PRICE T ROWE GROUP INC

-1.54%

Shares17.8K

Event2026-06-30

Filed2026-07-13

SYY

SYSCO CORP

4.05%

Shares22.2K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRS INC

27.23%

Shares6.2K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

2.39%

Shares22.2K

Event2026-06-30

Filed2026-07-13

FIRSTENERGY CORP

-4.63%

Shares37.7K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

0.03%

Shares19.7K

Event2026-06-30

Filed2026-07-13

IEF

ISHARES TR

3.42%

Shares18.0K

Event2026-06-30

Filed2026-07-13

PAYX

PAYCHEX INC

-0.43%

Shares17.2K

Event2026-06-30

Filed2026-07-13

XLE

SELECT SECTOR SPDR TR

-5.39%

Shares31.9K

Event2026-06-30

Filed2026-07-13

NUE

NUCOR CORP

-36.74%

Shares7.5K

Event2026-06-30

Filed2026-07-13

LOW

LOWES COS INC

6.37%

Shares7.5K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

135.54%

Shares2.4K

Event2026-06-30

Filed2026-07-13

DELL

DELL TECHNOLOGIES INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-13

DATADOG INC

-26.18%

Shares5.9K

Event2026-06-30

Filed2026-07-13

XLB

SELECT SECTOR SPDR TR

-3.25%

Shares28.8K

Event2026-06-30

Filed2026-07-13

XSD

SPDR SERIES TRUST

New

Shares2.3K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

-7.42%

Shares3.3K

Event2026-06-30

Filed2026-07-13

SMDV

PROSHARES TR

2.53%

Shares18.6K

Event2026-06-30

Filed2026-07-13

VRTX

VERTEX PHARMACEUTICALS INC

-2.80%

Shares2.9K

Event2026-06-30

Filed2026-07-13

FREEPORT MCMORAN INC

83.75%

Shares22.7K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

-29.24%

Shares12.1K

Event2026-06-30

Filed2026-07-13

VRT

VERTIV HOLDINGS CO

4.55%

Shares4.2K

Event2026-06-30

Filed2026-07-13

VST

VISTRA CORP

1.01%

Shares8.9K

Event2026-06-30

Filed2026-07-13

PYPL

PAYPAL HLDGS INC

-37.08%

Shares32.5K

Event2026-06-30

Filed2026-07-13

ADOBE INC

-85.66%

Shares6.6K

Event2026-06-30

Filed2026-07-13

WMB

WILLIAMS COS INC

-4.47%

Shares17.9K

Event2026-06-30

Filed2026-07-13

SPEM

SPDR INDEX SHS FDS

0.79%

Shares25.0K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

1.15%

Shares11.3K

Event2026-06-30

Filed2026-07-13

MPWR

MONOLITHIC PWR SYS INC

-6.59%

Shares922

Event2026-06-30

Filed2026-07-13

USFD

US FOODS HLDG CORP

-1.53%

Shares12.3K

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO

0.24%

Shares3.7K

Event2026-06-30

Filed2026-07-13

CHRW

C H ROBINSON WORLDWIDE IN

-9.28%

Shares6.3K

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW

237.82%

Shares7.2K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

3.76%

Shares2.9K

Event2026-06-30

Filed2026-07-13

STIP

ISHARES TR

58.31%

Shares10.4K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

-88.82%

Shares6.2K

Event2026-06-30

Filed2026-07-13

CHUBB LIMITED

2.07%

Shares3.0K

Event2026-06-30

Filed2026-07-13

ISRG

INTUITIVE SURGICAL INC

-0.74%

Shares2.5K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

-3.58%

Shares6.9K

Event2026-06-30

Filed2026-07-13

EMR

EMERSON ELEC CO

2.06%

Shares7.0K

Event2026-06-30

Filed2026-07-13

TRGP

TARGA RES CORP

0.44%

Shares3.7K

Event2026-06-30

Filed2026-07-13

MBS

ANGEL OAK FUNDS TRUST

0.39%

Shares114.3K

Event2026-06-30

Filed2026-07-13

EVERSOURCE ENERGY

2.23%

Shares13.6K

Event2026-06-30

Filed2026-07-13

CTAS

CINTAS CORP

-2.18%

Shares5.8K

Event2026-06-30

Filed2026-07-13

QUANTA SVCS INC

-3.68%

Shares1.4K

Event2026-06-30

Filed2026-07-13

NDSN

NORDSON CORP

1.63%

Shares3.2K

Event2026-06-30

Filed2026-07-13

HLT

HILTON WORLDWIDE HLDGS INC

-7.63%

Shares2.9K

Event2026-06-30

Filed2026-07-13

MET

METLIFE INC

4.95%

Shares11.4K

Event2026-06-30

Filed2026-07-13

CVS

CVS HEALTH CORP

-14.35%

Shares9.1K

Event2026-06-30

Filed2026-07-13

SNOWFLAKE INC

0.44%

Shares3.6K

Event2026-06-30

Filed2026-07-13

TER

TERADYNE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-13

GENERAL DYNAMICS CORP

2.62%

Shares2.6K

Event2026-06-30

Filed2026-07-13

BDX

BECTON DICKINSON & CO

68.67%

Shares6.0K

Event2026-06-30

Filed2026-07-13

NKE

NIKE INC

-2.86%

Shares22.1K

Event2026-06-30

Filed2026-07-13

BKNG

BOOKING HOLDINGS INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-13

LIVE NATION ENTERTAINMENT IN

New

Shares4.9K

Event2026-06-30

Filed2026-07-13

TRANE TECHNOLOGIES PLC

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

9.65%

Shares7.5K

Event2026-06-30

Filed2026-07-13

SNPS

SYNOPSYS INC

-5.76%

Shares2.0K

Event2026-06-30

Filed2026-07-13

TLT

ISHARES TR

-2.62%

Shares10.1K

Event2026-06-30

Filed2026-07-13

3M CO

0.02%

Shares5.3K

Event2026-06-30

Filed2026-07-13

IGV

ISHARES TR

New

Shares9.3K

Event2026-06-30

Filed2026-07-13

EEMA

ISHARES INC

27.55%

Shares7.2K

Event2026-06-30

Filed2026-07-13

CRM

SALESFORCE INC

-4.74%

Shares5.3K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.64%

Shares2.4K

Event2026-06-30

Filed2026-07-13

REALTY INCOME CORP

-90.88%

Shares13.0K

Event2026-06-30

Filed2026-07-13

DASH

DOORDASH INC

1.23%

Shares4.4K

Event2026-06-30

Filed2026-07-13

BAB

INVESCO EXCH TRADED FD TR II

42.80%

Shares29.6K

Event2026-06-30

Filed2026-07-13

PNR

PENTAIR PLC

6.94%

Shares10.0K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES TR

-3.54%

Shares1.8K

Event2026-06-30

Filed2026-07-13

NU HLDGS LTD

2.70%

Shares55.7K

Event2026-06-30

Filed2026-07-13

INTU

INTUIT

37.80%

Shares2.8K

Event2026-06-30

Filed2026-07-13

EOG

EOG RES INC

-5.77%

Shares5.6K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

2.15%

Shares5.2K

Event2026-06-30

Filed2026-07-13

AOS

SMITH A O CORP

8.53%

Shares11.4K

Event2026-06-30

Filed2026-07-13

EPD

ENTERPRISE PRODS PARTNERS L

-0.02%

Shares19.5K

Event2026-06-30

Filed2026-07-13

CFG

CITIZENS FINL GROUP INC

0.60%

Shares10.2K

Event2026-06-30

Filed2026-07-13

MEDTRONIC PLC

8.66%

Shares9.1K

Event2026-06-30

Filed2026-07-13

HRL

HORMEL FOODS CORP

3.88%

Shares27.2K

Event2026-06-30

Filed2026-07-13

IAU

ISHARES GOLD TR

-5.14%

Shares9.0K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

-3.33%

Shares2.4K

Event2026-06-30

Filed2026-07-13

LIN

LINDE PLC

-4.45%

Shares1.3K

Event2026-06-30

Filed2026-07-13

FAST

FASTENAL CO

New

Shares13.9K

Event2026-06-30

Filed2026-07-13

CONSOLIDATED EDISON INC

-1.08%

Shares5.9K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

5.10%

Shares26.8K

Event2026-06-30

Filed2026-07-13

PPG

PPG INDS INC

3.63%

Shares5.3K

Event2026-06-30

Filed2026-07-13

MKC

MCCORMICK & CO INC

30.24%

Shares12.6K

Event2026-06-30

Filed2026-07-13

AMER SPORTS INC

-0.27%

Shares18.6K

Event2026-06-30

Filed2026-07-13

RDDT

REDDIT INC

-0.96%

Shares3.5K

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.78%

Shares1.3K

Event2026-06-30

Filed2026-07-13

OEF

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-13

ROL

ROLLINS INC

-5.44%

Shares14.1K

Event2026-06-30

Filed2026-07-13

LQD

ISHARES TR

105.61%

Shares5.4K

Event2026-06-30

Filed2026-07-13

DOMINION ENERGY INC

-0.76%

Shares8.6K

Event2026-06-30

Filed2026-07-13

SELECT SECTOR SPDR TR

-3.67%

Shares12.7K

Event2026-06-30

Filed2026-07-13

XLRE

SELECT SECTOR SPDR TR

34.16%

Shares13.1K

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND

-31.92%

Shares4.3K

Event2026-06-30

Filed2026-07-13

SBAC

SBA COMMUNICATIONS CORP

-5.24%

Shares3.0K

Event2026-06-30

Filed2026-07-13

SMH

VANECK ETF TRUST

-4.78%

Shares796

Event2026-06-30

Filed2026-07-13

EZU

ISHARES INC

6.71%

Shares7.5K

Event2026-06-30

Filed2026-07-13

ESML

ISHARES TR

32.42%

Shares8.9K

Event2026-06-30

Filed2026-07-13

FNF

FIDELITY NATL FINL INC

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-13

BND

VANGUARD BD INDEX FDS

31.45%

Shares6.6K

Event2026-06-30

Filed2026-07-13

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-13

ESGD

ISHARES TR

29.54%

Shares4.7K

Event2026-06-30

Filed2026-07-13

GPC

GENUINE PARTS CO

-17.93%

Shares4.0K

Event2026-06-30

Filed2026-07-13

MDLZ

MONDELEZ INTL INC

-47.04%

Shares8.2K

Event2026-06-30

Filed2026-07-13

CLX

CLOROX CO DEL

-32.75%

Shares4.9K

Event2026-06-30

Filed2026-07-13

CCI

CROWN CASTLE INC

6.16%

Shares6.0K

Event2026-06-30

Filed2026-07-13

BIL

SPDR SERIES TRUST

0.62%

Shares4.9K

Event2026-06-30

Filed2026-07-13

CHD

CHURCH & DWIGHT CO INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-13

AT&T INC

14.36%

Shares20.5K

Event2026-06-30

Filed2026-07-13

JOHNSON CONTROLS INTERNATION

11.91%

Shares2.9K

Event2026-06-30

Filed2026-07-13

KLAC

KLA CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-13

HIG

HARTFORD INSURANCE GROUP INC

29.90%

Shares3.0K

Event2026-06-30

Filed2026-07-13

AMCOR PLC

5.63%

Shares8.8K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

1.90%

Shares321

Event2026-06-30

Filed2026-07-13

CEG

CONSTELLATION ENERGY CORP

12.87%

Shares1.5K

Event2026-06-30

Filed2026-07-13

IVW

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-13

AGZ

ISHARES TR

6.59%

Shares3.3K

Event2026-06-30

Filed2026-07-13

BOEING CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-13

AEP

AMERICAN ELEC PWR CO INC

6.70%

Shares2.6K

Event2026-06-30

Filed2026-07-13

QCLN

FIRST TR EXCHANGE-TRADED FD

13.56%

Shares5.7K

Event2026-06-30

Filed2026-07-13

TDG

TRANSDIGM GROUP INC

0.00%

Shares264

Event2026-06-30

Filed2026-07-13

STRATEGY INC

-12.09%

Shares4.0K

Event2026-06-30

Filed2026-07-13

IEI

ISHARES TR

21.02%

Shares3.0K

Event2026-06-30

Filed2026-07-13

FLJP

FRANKLIN TEMPLETON ETF TR

17.59%

Shares8.7K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

-4.15%

Shares3.3K

Event2026-06-30

Filed2026-07-13

FLGB

FRANKLIN TEMPLETON ETF TR

20.46%

Shares9.2K

Event2026-06-30

Filed2026-07-13

TRAVELERS COMPANIES INC

0.11%

Shares908

Event2026-06-30

Filed2026-07-13

EWL

ISHARES INC

22.64%

Shares4.7K

Event2026-06-30

Filed2026-07-13

CARR

CARRIER GLOBAL CORPORATION

New

Shares4.0K

Event2026-06-30

Filed2026-07-13

FDX

FEDEX CORP

36.04%

Shares921

Event2026-06-30

Filed2026-07-13

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares580

Event2026-06-30

Filed2026-07-13

GLXY

GALAXY DIGITAL INC.

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-13

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

35.68%

Shares7.2K

Event2026-06-30

Filed2026-07-13

GOLDMAN SACHS GROUP INC

New

Shares269

Event2026-06-30

Filed2026-07-13

MRVL

MARVELL TECHNOLOGY INC

New

Shares899

Event2026-06-30

Filed2026-07-13

WTW

WILLIS TOWERS WATSON PLC LTD

-22.73%

Shares1.0K

Event2026-06-30

Filed2026-07-13

ISHARES TR

4.78%

Shares351

Event2026-06-30

Filed2026-07-13

NEM

NEWMONT CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-13

BP PLC

-3.55%

Shares6.8K

Event2026-06-30

Filed2026-07-13

DVY

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-13

THE CIGNA GROUP

-4.73%

Shares867

Event2026-06-30

Filed2026-07-13

PPA

INVESCO EXCHANGE TRADED FD T

-4.01%

Shares1.3K

Event2026-06-30

Filed2026-07-13

STLD

STEEL DYNAMICS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-13

IBIT

ISHARES BITCOIN TRUST ETF

0.98%

Shares6.8K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

New

Shares727

Event2026-06-30

Filed2026-07-13

COF

CAPITAL ONE FINL CORP

-10.23%

Shares1.1K

Event2026-06-30

Filed2026-07-13

IYW

ISHARES TR

New

Shares850

Event2026-06-30

Filed2026-07-13

COP

CONOCOPHILLIPS

-43.92%

Shares2.0K

Event2026-06-30

Filed2026-07-13

HUMA

HUMACYTE INC

0.00%

Shares209.6K

Event2026-06-30

Filed2026-07-13

HIX

WESTERN ASSET HIGH INCOM FD

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-13

USEG

BIG SKY INDL INC

25.63%

Shares49.0K

Event2026-06-30

Filed2026-07-13

REE

REE AUTOMOTIVE LTD

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available