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The Analysis of Valeo Financial Advisors, LLC's Holdings & P&L

Currently, Valeo Financial Advisors, LLC holds 809 types of securities in its portfolio with a total value $4.7B. In the most recent quarter, they have increased their positions in N/A (+100.4K shares, valued at $13.7M), IWF (+107.3K shares, valued at $13.3M), CAT (+11.1K shares, valued at $11.8M); decreased their positions in VCSH (-342.2K shares, valued at $24.4M), VGIT (-255.4K shares, valued at $13.7M), N/A (-9.8K shares, valued at $7.3M); initiated new positions in N/A (+100.4K shares, valued at $13.7M), GUNR (+40.8K shares, valued at $2.0M), STRL (+2.3K shares, valued at $1.9M).

1M P&L

+75.3M+2.16%

3M P&L

+58.2M+1.66%

HY P&L

+99.8M+2.88%

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/A2.0B

57.2%

2Drug Manufacturers - General195.5M

5.6%

3REIT - Industrial167.8M

4.8%

Top Industries by Stock Count

1N/A252 stocks

35.1%

2Banks - Regional24 stocks

3.3%

3Semiconductors15 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR S&P 500 ETF SPDR S&P 500 ETF912.7K shares-1.06%2026-06-302026-07-08

IJR ISHARES S&P SMALLCAP 600 ETF2.1M shares0.72%2026-06-302026-07-08

IEMG ISHARES CORE MSCI EMERGING MKTS3.1M shares3.75%2026-06-302026-07-08

IJH ISHARES CORE S&P MID CAP ETF3.2M shares-0.44%2026-06-302026-07-08

ISHARES S&P 500 INDEX ISHARES S&P 500 INDEX328.5K shares2.58%2026-06-302026-07-08

PLD PROLOGIS SHARE BENEFICIAL INT1.2M shares-0.13%2026-06-302026-07-08

LLY ELI LILLY & CO COM130.2K shares-1.06%2026-06-302026-07-08

AAPL APPLE INC515.8K shares-1.95%2026-06-302026-07-08

Sponsored

JCPB JPMORGAN CORE PLUS BOND ETF3.1M shares7.59%2026-06-302026-07-08

RSP INVESCO S&P 500 EQUAL WEIGHT ETF583.9K shares-1.32%2026-06-302026-07-08

NVDA NVIDIA CORP486.2K shares0.95%2026-06-302026-07-08

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF1.7M shares-12.84%2026-06-302026-07-08

FBND FIDELITY TOTAL BOND ETF2.0M shares2.67%2026-06-302026-07-08

VOO VANGUARD S&P 500 ETF121.7K shares5.47%2026-06-302026-07-08

ISHARES CORE MSCI EAFE ISHARES CORE MSCI EAFE1.2M shares3.33%2026-06-302026-07-08

GOOGL GOOGLE INC187.8K shares3.11%2026-06-302026-07-08

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MSFT MICROSOFT179.3K shares1.81%2026-06-302026-07-08

EFA ISHARES MSCI EAFE ETF608.8K shares-0.11%2026-06-302026-07-08

AMZN AMAZON.COM INC251.5K shares-0.98%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW111.0K shares-1.70%2026-06-302026-07-08

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM130.7K shares-0.49%2026-06-302026-07-08

VCSH VANGUARD SHORT TERM CORP BOND FD ETF582.7K shares-37.00%2026-06-302026-07-08

VEA VANGUARD FTSE DEVELOPED MARKETS ETF578.4K shares3.35%2026-06-302026-07-08

GOOG ALPHABET INC CAP STK CL C113.1K shares-1.93%2026-06-302026-07-08

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VWO VANGUARD FTSE EMERGING MARKETS ETF627.5K shares-2.62%2026-06-302026-07-08

CAT CATERPILLAR INC COM33.2K shares50.16%2026-06-302026-07-08

PULS PGIM ULTRA SHORT BOND ETF675.6K shares9.52%2026-06-302026-07-08

QQQ POWERSHARES QQQ TR42.9K shares0.16%2026-06-302026-07-08

IWM ISHARES RUSSELL 2000 ETF100.3K shares-2.62%2026-06-302026-07-08

IWR ISHARES TR RUSSELL MIDCAP INDEX FD267.2K shares8.28%2026-06-302026-07-08

META PLATFORMS INC CL A META PLATFORMS INC CL A46.2K shares4.14%2026-06-302026-07-08

TSLA TESLA MOTORS INC57.7K shares7.13%2026-06-302026-07-08

Sponsored

BROADCOM INC COM BROADCOM INC COM56.6K shares10.95%2026-06-302026-07-08

VISA INC VISA INC53.5K shares4.94%2026-06-302026-07-08

IWF ISHARES RUSSELL 1000 GROWTH ETF138.5K shares343.92%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON COM62.6K shares0.45%2026-06-302026-07-08

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD31.7K shares-8.08%2026-06-302026-07-08

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF39.3K shares-5.71%2026-06-302026-07-08

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF240.7K shares-3.22%2026-06-302026-07-08

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS100.4K sharesnew addition2026-06-302026-07-08

Sponsored

WMT WALMART INC COM110.6K shares-0.47%2026-06-302026-07-08

ABBVIE INC COM ABBVIE INC COM48.0K shares5.43%2026-06-302026-07-08

IWD ISHARES RUSSELL 1000 VALUE ETF48.8K shares3.69%2026-06-302026-07-08

ORACLE CORPORATION ORACLE CORPORATION80.7K shares4.65%2026-06-302026-07-08

MU MICRON TECHNOLOGY10.2K shares45.40%2026-06-302026-07-08

PG PROCTER & GAMBLE CO COM78.4K shares-6.50%2026-06-302026-07-08

MBIN MERCHANTS BANCORP IND COM227.0K shares-3.45%2026-06-302026-07-08

INTC INTEL CORP COM81.2K shares9.58%2026-06-302026-07-08

Sponsored

SCHG SCHWAB US LARGE CAP GROWTH ETF333.6K shares0.27%2026-06-302026-07-08

VUG VANGUARD GROWTH ETF122.1K shares500.23%2026-06-302026-07-08

MASTERCARD INC MASTERCARD INC19.6K shares0.42%2026-06-302026-07-08

VV VANGUARD LARGE CAP28.6K shares-0.04%2026-06-302026-07-08

BRK.A BERKSHIRE HATHAWAY INC DEL CL A13 shares0.00%2026-06-302026-07-08

RTX CORPORATION COM RTX CORPORATION COM50.9K shares4.32%2026-06-302026-07-08

XLK TECHNOLOGY SELECT SECTOR SPDR48.0K shares-10.09%2026-06-302026-07-08

BAC BANK OF AMER CORP COM154.6K shares-13.54%2026-06-302026-07-08

Sponsored

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP9.2K shares-1.34%2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC72.9K shares3.17%2026-06-302026-07-08

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF166.7K shares1.81%2026-06-302026-07-08

VO VANGUARD MID CAP109.2K shares235.06%2026-06-302026-07-08

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF80.3K shares-3.59%2026-06-302026-07-08

VTV VANGUARD VALUE ETF47.6K shares-0.87%2026-06-302026-07-08

GS GOLDMAN SACHS GROUP INC8.0K shares2.65%2026-06-302026-07-08

PANW PALO ALTO NETWORKS INC COM23.1K shares-10.70%2026-06-302026-07-08

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EEM ISHARES MSCI EMERGING MARKETS ETF114.4K shares-1.08%2026-06-302026-07-08

VT VANGUARD TOTAL WORLD STOCK ETF49.9K shares5.15%2026-06-302026-07-08

CVX CHEVRON CORPORATION COM45.6K shares2.84%2026-06-302026-07-08

BND VANGUARD TOTAL BOND MARKET ETF143.3K shares-2.43%2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC COM12.2K shares-8.36%2026-06-302026-07-08

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A9.2K shares-5.34%2026-06-302026-07-08

MRK MERCK & CO INC54.1K shares1.68%2026-06-302026-07-08

CMI CUMMINS INC COM9.6K shares-0.26%2026-06-302026-07-08

Sponsored

UNITEDHEALTH GROUP UNITEDHEALTH GROUP16.1K shares-0.38%2026-06-302026-07-08

LMT LOCKHEED MARTIN CORP13.1K shares-1.96%2026-06-302026-07-08

GEV GE VERNOVA INC COM5.5K shares5.69%2026-06-302026-07-08

MUB ISHARES AMT-FREE MUNI BOND ETF59.1K shares7.73%2026-06-302026-07-08

KO COCA COLA CO COM77.7K shares8.26%2026-06-302026-07-08

AMGN AMGEN INC17.4K shares-7.32%2026-06-302026-07-08

BA BOEING CO COM28.8K shares3.08%2026-06-302026-07-08

PEP PEPSICO INC COM45.0K shares-0.38%2026-06-302026-07-08

Sponsored

C CITIGROUP INC42.4K shares-22.86%2026-06-302026-07-08

PM PHILIP MORRIS INTL INC32.7K shares4.12%2026-06-302026-07-08

AXP AMERICAN EXPRESS CO COM16.9K shares5.68%2026-06-302026-07-08

ISHARES AGGREGATE BOND ETF ISHARES AGGREGATE BOND ETF57.7K shares-14.34%2026-06-302026-07-08

SCHF SCHWAB INTERNATIONAL EQUITY ETF204.2K shares3.18%2026-06-302026-07-08

DIS DISNEY WALT CO COM58.5K shares-4.90%2026-06-302026-07-08

DE DEERE & CO COM8.8K shares4.04%2026-06-302026-07-08

IVW ISHARES S&P 500 GROWTH ETF40.5K shares11.24%2026-06-302026-07-08

Sponsored

MCD MCDONALDS CORP COM20.5K shares-4.04%2026-06-302026-07-08

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A47.3K shares5.15%2026-06-302026-07-08

IWB ISHARES TR RUSSELL 1000 INDEX ETF13.3K shares10.81%2026-06-302026-07-08

HD HOME DEPOT15.4K shares-6.17%2026-06-302026-07-08

VBR VANGUARD SMALL CAP VALUE ETF29.2K shares-0.75%2026-06-302026-07-08

GE GE AEROSPACE COM NEW13.9K shares-5.55%2026-06-302026-07-08

NETFLIX COM INC NETFLIX COM INC72.5K shares7.86%2026-06-302026-07-08

XPEV XPENG INC ADS387.2K shares0.27%2026-06-302026-07-08

Sponsored

ASML ASML HLDG NV N Y REGISTRY SHS2.6K shares6.96%2026-06-302026-07-08

APPLIED MATLS INC COM APPLIED MATLS INC COM7.1K shares-14.18%2026-06-302026-07-08

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF57.8K shares-5.13%2026-06-302026-07-08

VBK VANGUARD SMALL-CAP GROWTH ETF13.1K shares0.64%2026-06-302026-07-08

VB VANGUARD SMALL CAP ETF15.7K shares-0.95%2026-06-302026-07-08

VGT VANGUARD INFORMATION TECHNOLOGY38.1K shares711.70%2026-06-302026-07-08

LRCX LAM RESEARCH CORP10.4K shares1.69%2026-06-302026-07-08

IBM INTL BUSINESS MACHINES15.6K shares-5.42%2026-06-302026-07-08

Sponsored

ETN EATON CORP PLC SHS9.8K shares6.79%2026-06-302026-07-08

PFE PFIZER INC COM169.4K shares6.53%2026-06-302026-07-08

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF34.2K shares-0.04%2026-06-302026-07-08

IVE ISHARES S&P 500 VALUE ETF17.8K shares-0.56%2026-06-302026-07-08

ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP209.1K shares2.20%2026-06-302026-07-08

MRVL MARVELL TECHNOLOGY GROUP LTD13.3K shares103.66%2026-06-302026-07-08

FDX FEDEX CORP12.4K shares0.42%2026-06-302026-07-08

XLF FINANCIAL SELECT SECTOR SPDR80.0K shares-2.66%2026-06-302026-07-08

Sponsored

ITOT ISHARES TR S&P 1500 INDEX FD23.3K shares66.47%2026-06-302026-07-08

DVY ISHARES DJ SELECT DIVIDEND24.3K shares0.63%2026-06-302026-07-08

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF91.3K shares1660.20%2026-06-302026-07-08

WFC WELLS FARGO & CO COM45.1K shares-1.64%2026-06-302026-07-08

VZ VERIZON COMMUNICATIONS87.2K shares-3.00%2026-06-302026-07-08

VTEB VANGUARD TAX-EXEMPT BOND ETF71.8K shares-6.08%2026-06-302026-07-08

DFAS DIMENSIONAL U.S. SMALL CAP ETF44.0K shares235.85%2026-06-302026-07-08

IAU ISHARES GOLD TRUST ETF47.0K shares-7.19%2026-06-302026-07-08

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EPD ENTERPRISE PRODS PARTNERS L P93.3K shares-1.54%2026-06-302026-07-08

HDV ISHARES TR HIGH DIVID EQUITY FD122.8K shares395.88%2026-06-302026-07-08

VRT VERTIV HOLDINGS CO COM CL A9.9K shares16.84%2026-06-302026-07-08

QQQM INVESCO NASDAQ 100 ETF11.0K shares31.33%2026-06-302026-07-08

CLOZ ELDRIDGE BBB-B CLO ETF123.8K shares0.00%2026-06-302026-07-08

T AT&T INC COM157.6K shares-10.84%2026-06-302026-07-08

TCBX THIRD COAST BANCSHARES INC COM78.6K shares21.27%2026-06-302026-07-08

UNP UNION PAC CORP COM11.6K shares0.10%2026-06-302026-07-08

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QCOM QUALCOMM INC16.7K shares6.77%2026-06-302026-07-08

CRM SALESFORCE COM19.4K shares-4.98%2026-06-302026-07-08

MS MORGAN STANLEY14.5K shares4.74%2026-06-302026-07-08

TJX TJX COS INC NEW COM19.3K shares3.39%2026-06-302026-07-08

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF71.4K shares506.73%2026-06-302026-07-08

SBUX STARBUCKS CORP28.0K shares-5.60%2026-06-302026-07-08

UPS UNITED PARCEL SERVICE INC25.9K shares4.89%2026-06-302026-07-08

CSRE COHEN & STEERS REAL ESTATE ACTIVE ETF98.1K shares0.70%2026-06-302026-07-08

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IBIT ISHARES BITCOIN TRUST ETF83.5K shares-3.61%2026-06-302026-07-08

SOXX ISHARES SEMICONDUCTOR ETF4.3K shares-4.59%2026-06-302026-07-08

GLD SPDR GOLD ETF7.5K shares3.89%2026-06-302026-07-08

GLW CORNING INC COM10.7K shares-2.38%2026-06-302026-07-08

SSO PROSHARES ULTRA S&P 50040.0K shares0.00%2026-06-302026-07-08

KMB KIMBERLY-CLARK CORP COM24.5K shares-8.97%2026-06-302026-07-08

DELL DELL TECHNOLOGIES INC CL C6.1K shares7.64%2026-06-302026-07-08

EQIX EQUINIX INC COM2.5K shares3.60%2026-06-302026-07-08

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SCHW CHARLES SCHWAB CORP27.9K shares-1.44%2026-06-302026-07-08

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF86.5K shares-23.91%2026-06-302026-07-08

CVS CVS HEALTH CORP COM24.5K shares3.04%2026-06-302026-07-08

XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD21.5K shares-3.11%2026-06-302026-07-08

BLK BLACKROCK INC2.6K shares8.94%2026-06-302026-07-08

SCHD SCHWAB US DIVIDEND EQUITY ETF78.8K shares17.24%2026-06-302026-07-08

ABT ABBOTT LABORATORIES COM26.9K shares4.67%2026-06-302026-07-08

SNDK SANDISK CORP COM1.1K shares32.38%2026-06-302026-07-08

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TGT TARGET CORP COM18.3K shares24.58%2026-06-302026-07-08

CLS CELESTICA INC COM6.5K shares31.50%2026-06-302026-07-08

SMB VANECK SHORT MUNI ETF134.0K shares-1.95%2026-06-302026-07-08

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF74.5K shares0.06%2026-06-302026-07-08

OAKM OAKMARK U.S. LARGE CAP ETF82.1K shares-2.65%2026-06-302026-07-08

FEOE FIRST EAGLE OVERSEAS EQUITY ETF43.3K shares-1.04%2026-06-302026-07-08

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM26.3K shares3.40%2026-06-302026-07-08

GD GENERAL DYNAMICS CORP COM6.4K shares1.33%2026-06-302026-07-08

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SHOP SHOPIFY INC CL A SUB VTG SHS19.8K shares3.15%2026-06-302026-07-08

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF41.5K shares40.79%2026-06-302026-07-08

WASTE MANAGEMENT INC WASTE MANAGEMENT INC10.0K shares0.71%2026-06-302026-07-08

IWP ISHARES RUSSELL MIDCAP GROWTH ETF15.0K shares5.73%2026-06-302026-07-08

ADI ANALOG DEVICES INC COM5.5K shares30.59%2026-06-302026-07-08

SCHM SCHWAB US MID-CAP ETF59.2K shares-2.70%2026-06-302026-07-08

SNOWFLAKE INC COM SHS SNOWFLAKE INC COM SHS8.6K shares-21.49%2026-06-302026-07-08

COP CONOCOPHILLIPS COM20.9K shares-1.78%2026-06-302026-07-08

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SCHE SCHWAB EMERGING MARKET EQ ETF59.9K shares4.31%2026-06-302026-07-08

PSX PHILLIPS 6612.8K shares1.38%2026-06-302026-07-08

DHR DANAHER CORP11.3K shares-4.33%2026-06-302026-07-08

VGSH VANGUARD SHORT-TERM TREASURY ETF36.2K shares-10.83%2026-06-302026-07-08

VLO VALERO ENERGY CORP8.0K shares26.24%2026-06-302026-07-08

DUK DUKE ENERGY CORP NEW COM NEW16.3K shares-16.36%2026-06-302026-07-08

SYK STRYKER CORP6.5K shares0.61%2026-06-302026-07-08

IWO ISHARES RUSSELL 2000 GROWTH INDEX5.1K shares17.47%2026-06-302026-07-08

Sponsored

ACWI ISHARES TR MSCI ACWIINDEX FD12.8K shares2.88%2026-06-302026-07-08

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND40.8K sharesnew addition2026-06-302026-07-08

FLEX FLEXTRONICS INTL LTD F12.3K shares26.49%2026-06-302026-07-08

AFL AFLAC INC COM17.0K shares4.02%2026-06-302026-07-08

FBTC FIDELITY WISE ORIGIN BITCOIN FUND38.9K shares-8.42%2026-06-302026-07-08

MO ALTRIA GROUP INC COM27.6K shares-11.67%2026-06-302026-07-08

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY2.0K shares23.26%2026-06-302026-07-08

TXN TEXAS INSTRS INC COM6.6K shares13.64%2026-06-302026-07-08

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SOUTHERN CO COM SOUTHERN CO COM20.1K shares8.69%2026-06-302026-07-08

CSX CSX CORP40.3K shares2.75%2026-06-302026-07-08

NSC NORFOLK SOUTHERN CRP6.1K shares-3.12%2026-06-302026-07-08

QUANTA SERVICES INC QUANTA SERVICES INC2.7K shares2.36%2026-06-302026-07-08

SCHA SCHWAB ETFS- US SMALL-CAP ETF66.8K shares-0.40%2026-06-302026-07-08

STRL STERLING CONSTRUCTION CO INC2.3K sharesnew addition2026-06-302026-07-08

VRTX VERTEX PHARMACEUTICALS IN3.8K shares8.20%2026-06-302026-07-08

VCRM VANGUARD CORE TAX-EXEMPT BOND ETF24.4K shares5.69%2026-06-302026-07-08

Sponsored

MDLZ MONDELEZ INTL INC CL A32.2K shares-4.96%2026-06-302026-07-08

ASTRAZENECA PLC- SPONS ADR ASTRAZENECA PLC- SPONS ADR9.8K shares15.48%2026-06-302026-07-08

MPC MARATHON PETE CORP7.3K shares3.00%2026-06-302026-07-08

KLAC KLA-TENCOR CORP6.2K shares1126.49%2026-06-302026-07-08

XLE ENERGY SELECT SECTOR SPDR34.5K shares-0.02%2026-06-302026-07-08

BX BLACKSTONE GROUP LP15.4K shares16.37%2026-06-302026-07-08

ANET ARISTA NETWORKS INC COM SHS10.7K shares16.32%2026-06-302026-07-08

ELV ELEVANCE HEALTH INC FORMERLY A COM4.7K shares9.09%2026-06-302026-07-08

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ITW ILLINOIS TOOL WKS INC COM6.7K shares1.29%2026-06-302026-07-08

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM8.1K sharesnew addition2026-06-302026-07-08

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF51.5K shares-5.68%2026-06-302026-07-08

SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK10.4K sharesnew addition2026-06-302026-07-08

JAAA JANUS HENDERSON AAA CLO ETF35.0K shares-27.60%2026-06-302026-07-08

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF37.4K shares1.56%2026-06-302026-07-08

RKLB ROCKET LAB CORP COM17.3K shares-1.91%2026-06-302026-07-08

R RYDER SYS INC COM6.6K shares0.23%2026-06-302026-07-08

Sponsored

UBER UBER TECHNOLOGIES INC COM24.1K shares-1.78%2026-06-302026-07-08

FTNT FORTINET INC COM11.3K shares-7.33%2026-06-302026-07-08

EFG ISHARES MSCI EAFE GROWTH INDEX ETF13.9K shares2.08%2026-06-302026-07-08

THFF TERRE HAUTE FIRST FINANCIAL22.3K shares0.15%2026-06-302026-07-08

HONEYWELL INTL INC HONEYWELL INTL INC7.7K sharesnew addition2026-06-302026-07-08

LOW LOWES COS INC COM7.8K shares8.71%2026-06-302026-07-08

BMY BRISTOL-MYERS SQUIBB CO COM29.8K shares2.59%2026-06-302026-07-08

SPG SIMON PROPERTY GROUP INC7.6K shares6.20%2026-06-302026-07-08

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TALK TALKSPACE INC COM323.7K shares-0.02%2026-06-302026-07-08

MLM MARTIN MARIETTA MATLS INC2.9K shares20.59%2026-06-302026-07-08

LIN LINDE PLC SHS3.2K shares30.70%2026-06-302026-07-08

VIG VANGUARD DIVIDEND APPRECIATION ETF6.7K shares-2.93%2026-06-302026-07-08

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND16.5K shares-0.48%2026-06-302026-07-08

SCHV SCHWAB US LARGE CAP VALUE ETF45.8K shares1.85%2026-06-302026-07-08

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF28.6K shares0.00%2026-06-302026-07-08

BE BLOOM ENERGY CORP COM CL A5.2K shares-36.31%2026-06-302026-07-08

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ORLY O REILLY AUTOMOTIVE INC17.0K shares3.00%2026-06-302026-07-08

GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND24.5K sharesnew addition2026-06-302026-07-08

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF19.2K shares8.48%2026-06-302026-07-08

MAR MARRIOTT INTL INC4.2K shares19.26%2026-06-302026-07-08

VIOO VANGUARD S&P SMALL-CAP 600 ETF11.2K shares-15.20%2026-06-302026-07-08

ARES MANAGEMENT CORPORATION CL A COM STK ARES MANAGEMENT CORPORATION CL A COM STK13.8K shares6.62%2026-06-302026-07-08

IWN ISHARES RUSSELL 2000 VALUE6.9K shares7.61%2026-06-302026-07-08

PNC PNC FINL SVCS GROUP INC COM6.1K shares1.77%2026-06-302026-07-08

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DATADOG INC CL A COM DATADOG INC CL A COM5.8K shares14.76%2026-06-302026-07-08

APH AMPHENOL CORP CL A8.5K shares4.97%2026-06-302026-07-08

ADP AUTOMATIC DATA PROCESSING INC COM6.6K shares20.73%2026-06-302026-07-08

NVS NOVARTIS AG ADR9.3K shares16.35%2026-06-302026-07-08

MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF28.8K shares-1.97%2026-06-302026-07-08

IGF ISHARES GLOBAL INFRASTRUCTURE ETF21.8K sharesnew addition2026-06-302026-07-08

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF17.7K shares0.00%2026-06-302026-07-08

COF CAPITAL ONE FINANCIAL CORP7.2K shares7.89%2026-06-302026-07-08

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S&P GLOBAL INC COM S&P GLOBAL INC COM3.5K shares-9.18%2026-06-302026-07-08

VTEI VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF14.1K shares-4.64%2026-06-302026-07-08

YUM YUM! BRANDS INC8.9K shares2.36%2026-06-302026-07-08

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM4.3K shares3.77%2026-06-302026-07-08

F FORD MOTOR COMPANY101.4K shares10.86%2026-06-302026-07-08

SLV ISHARES SILVER TRUST ETF26.2K shares-9.02%2026-06-302026-07-08

TTWO TAKE-TWO INTERACTIVE SOFTWARE COM5.6K shares5.28%2026-06-302026-07-08

VYM VANGUARD HIGH DIVIDEND YIELD8.9K shares6.47%2026-06-302026-07-08

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GKOS GLAUKOS CORP COM9.9K shares4.66%2026-06-302026-07-08

NOC NORTHROP GRUMMAN CORP COM2.7K shares1.62%2026-06-302026-07-08

VOX VANGUARD COMMUNICATION SERVICES ETF7.4K shares1.37%2026-06-302026-07-08

CLMT CALUMET SPCLTY PRDCTS PRTNRS37.9K shares-1.97%2026-06-302026-07-08

IWV ISHARES TRUST RUSSELL 3000 INDEX FD3.2K shares2.57%2026-06-302026-07-08

SERVICENOW INC COM SERVICENOW INC COM13.7K shares-6.57%2026-06-302026-07-08

EMR EMERSON ELEC CO COM9.5K shares-3.81%2026-06-302026-07-08

DAL DELTA AIR LINES INC DEL CMN14.5K shares28.15%2026-06-302026-07-08

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TMO THERMO FISHER SCIENTIFIC INC COM2.7K shares1.28%2026-06-302026-07-08

GIS GENERAL MILLS INC COM38.0K shares15.73%2026-06-302026-07-08

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF3.8K shares-0.26%2026-06-302026-07-08

VDE VANGUARD ENERGY8.7K shares-1.60%2026-06-302026-07-08

MEDTRONIC PLC SHS MEDTRONIC PLC SHS16.6K shares8.20%2026-06-302026-07-08

SHEL ROYAL DUTCH SHELL PLC-ADR16.6K shares-0.66%2026-06-302026-07-08

CLOX ELDRIDGE AAA CLO ETF50.0K shares0.00%2026-06-302026-07-08

NVO NOVO-NORDISK A/S ADR ADR CMN26.6K shares51.48%2026-06-302026-07-08

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XLI INDUSTRIAL SELECT SECTOR SPDR6.8K shares-21.98%2026-06-302026-07-08

3M CO COM 3M CO COM7.8K shares11.63%2026-06-302026-07-08

GPC GENUINE PARTS CO COM10.6K shares3.18%2026-06-302026-07-08

CHUBB LIMITED COM CHUBB LIMITED COM3.7K shares17.93%2026-06-302026-07-08

LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA4.3K shares-7.49%2026-06-302026-07-08

VHT VANGUARD HEALTH CARE ETF4.1K shares-0.47%2026-06-302026-07-08

SMH VANECK SEMICONDUCTOR ETF1.8K shares-20.49%2026-06-302026-07-08

IVOO VANGUARD S&P MID-CAP 400 ETF9.3K shares-4.15%2026-06-302026-07-08

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USB US BANCORP COM NEW20.0K shares10.83%2026-06-302026-07-08

CL COLGATE PALMOLIVE CO COM13.2K shares-10.61%2026-06-302026-07-08

PH PARKER-HANNIFIN CORP COM1.2K shares3.61%2026-06-302026-07-08

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF13.1K shares8.56%2026-06-302026-07-08

TROW T ROWE PRICE GROUP INC10.4K shares-5.65%2026-06-302026-07-08

HLAL WAHED FTSE USA SHARIAH ETF16.4K shares-5.09%2026-06-302026-07-08

FREEPORT MCMORAN COPPER FREEPORT MCMORAN COPPER18.4K shares-1.08%2026-06-302026-07-08

BKNG BOOKING HOLDINGS INC COM6.4K shares2660.34%2026-06-302026-07-08

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WDC WESTERN DIGITAL CORP COM1.8K shares66.39%2026-06-302026-07-08

GM GENERAL MOTORS CORP14.7K shares50.32%2026-06-302026-07-08

XLP CONSUMER STAPLES SELECT SECTOR SPDR13.7K shares-1.88%2026-06-302026-07-08

NKE NIKE INC CLASS B27.6K shares-18.09%2026-06-302026-07-08

HSY HERSHEY CO COM6.5K shares-7.81%2026-06-302026-07-08

APPLOVIN CORP COM CL A APPLOVIN CORP COM CL A2.2K shares223.33%2026-06-302026-07-08

MICROCHIP TECHNOLOGY INC MICROCHIP TECHNOLOGY INC12.2K shares6.85%2026-06-302026-07-08

VEU VANGUARD FTSE ALL-WORLD EX-US13.2K shares-0.59%2026-06-302026-07-08

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VIS VANGUARD INDUSTRIALS3.1K shares0.00%2026-06-302026-07-08

CINF CINCINNATI FINL CORP COM5.9K shares2.61%2026-06-302026-07-08

DGRO ISHARES CORE DIVIDEND GROWTH ETF14.5K shares-11.64%2026-06-302026-07-08

POWL POWELL INDS INC COM3.8K sharesnew addition2026-06-302026-07-08

SLB SLB LIMITED COM STK23.6K shares76.78%2026-06-302026-07-08

SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF23.0K shares-7.09%2026-06-302026-07-08

ETR ENTERGY CORP NEW COM9.5K shares6.55%2026-06-302026-07-08

FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD4.1K shares-6.36%2026-06-302026-07-08

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CEF CENTRAL FUND OF CANADA LTD26.6K shares-0.52%2026-06-302026-07-08

AGX ARGAN INC COM1.3K shares149.91%2026-06-302026-07-08

ALL ALLSTATE CORP4.5K shares56.42%2026-06-302026-07-08

GILD GILEAD SCIENCES INC8.4K shares7.39%2026-06-302026-07-08

MMC MARSH & MCLENNAN COS INC COM6.3K shares-12.41%2026-06-302026-07-08

ROK ROCKWELL AUTOMATION INC COM2.1K shares17.35%2026-06-302026-07-08

XBI STATE STREET SPDR S&P BIOTECH ETF6.5K shares141.33%2026-06-302026-07-08

OXY OCCIDENTAL PETE CORP COM21.1K shares12.01%2026-06-302026-07-08

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ISRG INTUITIVE SURGICAL, INC.2.6K shares-24.58%2026-06-302026-07-08

EFV ISHARES MSCI EAFE VALUE INDEX ETF13.3K shares12.18%2026-06-302026-07-08

IYW ISHARES DJ US TECHNOLOGY4.0K shares0.88%2026-06-302026-07-08

SPMO INVESCO S&P 500 MOMENTUM ETF6.3K sharesnew addition2026-06-302026-07-08

BWXT BWX TECHNOLOGIES INC COM5.2K shares-2.86%2026-06-302026-07-08

SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF24.8K shares0.90%2026-06-302026-07-08

ROYAL CARRIBBEAN CRUISES LTD ROYAL CARRIBBEAN CRUISES LTD3.1K shares12.91%2026-06-302026-07-08

ARGENX SE SPONSORED ADR ARGENX SE SPONSORED ADR1.1K shares5.07%2026-06-302026-07-08

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DIA SPDR DOW JONES INDUSTRIAL ETF1.9K shares-3.55%2026-06-302026-07-08

NUE NUCOR CORP COM4.3K shares-23.23%2026-06-302026-07-08

ZBH ZIMMER HLDGS INC11.2K shares1.59%2026-06-302026-07-08

USD PROSHARES ULTRA SEMICONDUCTORS9.2K shares0.00%2026-06-302026-07-08

GABC GERMAN AMERICAN BANCORP19.9K shares-1.55%2026-06-302026-07-08

DVN DEVON ENERGY CORP22.5K shares280.75%2026-06-302026-07-08

CI CIGNA CORP3.3K shares13.53%2026-06-302026-07-08

BK BANK OF NY MELLON CORP COM6.3K shares24.47%2026-06-302026-07-08

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BP BP PLC SPONSORED ADR24.4K shares-1.86%2026-06-302026-07-08

VFH VANGUARD FINANCIALS ETF6.8K shares0.00%2026-06-302026-07-08

VPU VANGUARD UTILITIES4.6K shares0.02%2026-06-302026-07-08

IJK ISHARES S&P MIDCAP 400 GROWTH INDEX7.6K shares70.73%2026-06-302026-07-08

QUAL ISHARES MSCI USA QUALITY FACTOR ETF4.0K shares-1.19%2026-06-302026-07-08

MCK MCKESSON CORP1.2K shares11.11%2026-06-302026-07-08

AEP AMERICAN ELEC PWR CO INC COM6.3K shares-4.25%2026-06-302026-07-08

TFC TRUIST FINL CORP COM16.9K shares-1.00%2026-06-302026-07-08

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MPWR MONOLITHIC PWR SYS INC COM603 shares14.20%2026-06-302026-07-08

IWS ISHARES RUSSELL MIDCAP VALUE INDEX5.0K shares9.38%2026-06-302026-07-08

URTH ISHARES MSCI WORLD ETF4.1K shares0.00%2026-06-302026-07-08

KMI KINDER MORGAN INC25.7K shares0.67%2026-06-302026-07-08

FITB FIFTH THIRD BANCORP14.5K shares-7.38%2026-06-302026-07-08

XYLD GLOBAL X S&P 500 COVERED CALL ETF20.0K shares-20.00%2026-06-302026-07-08

ECL ECOLAB INC COM2.9K shares-2.17%2026-06-302026-07-08

DOMINION RESOURCES INC DOMINION RESOURCES INC11.9K shares0.19%2026-06-302026-07-08

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GBIL ACCESS TREASURY 0-1 YEAR ETF8.1K shares0.00%2026-06-302026-07-08

REGN REGENERON PHARMACEUTICALS INC1.3K shares-0.54%2026-06-302026-07-08

CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES2.9K sharesnew addition2026-06-302026-07-08

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF19.8K shares-0.45%2026-06-302026-07-08

NI NISOURCE INC COM16.7K shares-1.10%2026-06-302026-07-08

LEN LENNAR CORP CL A8.7K shares17.07%2026-06-302026-07-08

ICE INTERCONTINENTAL EXCH INTL6.4K shares60.90%2026-06-302026-07-08

TTE TOTALENERGIES SE ACT10.1K shares8.68%2026-06-302026-07-08

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EBAY EBAY INC6.9K shares41.84%2026-06-302026-07-08

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF8.7K shares100.07%2026-06-302026-07-08

APD AIR PRODUCTS AND CHEMICALS INC COM2.6K shares5.69%2026-06-302026-07-08

FRDM FREEDOM 100 EMERGING MARKETS ETF10.5K sharesnew addition2026-06-302026-07-08

JOHNSON CTLS INC JOHNSON CTLS INC5.2K shares13.06%2026-06-302026-07-08

IJT ISHARES S&P SMALLCAP 600 GROWTH ETF4.3K shares0.02%2026-06-302026-07-08

OBDC BLUE OWL CAPITAL CORPORATION COM69.2K shares4.83%2026-06-302026-07-08

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VOTE TCW TRANSFORM 500 ETF8.5K shares0.00%2026-06-302026-07-08

MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED37.2K shares15.56%2026-06-302026-07-08

VCIT VANGUARD INTERMEDIATE TERM CORP BOND FD ETF8.9K shares-2.53%2026-06-302026-07-08

PYPL PAYPAL HLDGS INC COM16.9K shares0.86%2026-06-302026-07-08

CTAS CINTAS CORP4.3K shares-1.97%2026-06-302026-07-08

LPX LOUISIANA PACIFIC9.2K shares1.62%2026-06-302026-07-08

FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF16.6K shares0.10%2026-06-302026-07-08

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF7.5K shares127.51%2026-06-302026-07-08

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VOT VANGUARD MID-CAP GROWTH ETF2.3K shares2.75%2026-06-302026-07-08

MDY S & P MID CAP 400 DEP RCPTS MID CAP1.0K shares0.00%2026-06-302026-07-08

EQT EQT CORP COM13.2K shares18.56%2026-06-302026-07-08

ILMN ILLUMINA INC4.0K shares-3.22%2026-06-302026-07-08

JBL JABIL CIRCUIT INC1.8K shares17.94%2026-06-302026-07-08

FELC FIDELITY ENHANCED LARGE CAP CORE ETF16.6K shares0.19%2026-06-302026-07-08

ONB OLD NATL BANCORP IND26.7K shares10.44%2026-06-302026-07-08

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TEL TE CONNECTIVITY LTD3.4K shares-0.29%2026-06-302026-07-08

BHP BHP BILLITON LIMITED SPONSORED ADS8.3K shares23.01%2026-06-302026-07-08

LHX L3HARRIS TECHNOLOGIES INC COM2.4K shares2.51%2026-06-302026-07-08

ANF ABERCROMBIE & FITCH CO CL A7.7K shares0.99%2026-06-302026-07-08

FAST FASTENAL CO14.3K shares8.79%2026-06-302026-07-08

IUSG ISHARES CORE S&P U.S. GROWTH ETF3.6K shares-17.05%2026-06-302026-07-08

CAH CARDINAL HEALTH INC2.9K shares5.30%2026-06-302026-07-08

AJG GALLAGHER ARTHUR J &CO3.0K shares9.09%2026-06-302026-07-08

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CONSTELLATION BRANDS INC CL A CONSTELLATION BRANDS INC CL A4.8K shares9.90%2026-06-302026-07-08

CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF6.8K shares0.00%2026-06-302026-07-08

INBK FIRST INTERNET BANCORP24.2K shares-1.61%2026-06-302026-07-08

SMCI SUPER MICRO COMPUTER INC COM NEW22.8K shares22.19%2026-06-302026-07-08

RLAY RELAY THERAPEUTICS INC COM35.7K shares-0.08%2026-06-302026-07-08

STT STATE STR CORP COM3.9K shares8.30%2026-06-302026-07-08

BANCO SANTANDER CENT HISP BANCO SANTANDER CENT HISP47.9K shares11.79%2026-06-302026-07-08

STLD STEEL DYNAMICS INC2.9K shares-51.77%2026-06-302026-07-08

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SOFI SOFI TECHNOLOGIES INC COM36.7K shares6.50%2026-06-302026-07-08

AIG AMERICAN INTL GROUP INC COM NEW8.6K shares-2.75%2026-06-302026-07-08

SHW SHERWIN WILLIAMS CO COM1.9K shares4.09%2026-06-302026-07-08

CARR CARRIER GLOBAL CORPORATION COM8.7K shares10.38%2026-06-302026-07-08

SPOTIFY TECHNOLOGY S A SHS SPOTIFY TECHNOLOGY S A SHS1.4K shares77.59%2026-06-302026-07-08

CME CHICAGO MERCANTILE HLDGS INC2.9K shares-8.53%2026-06-302026-07-08

IP INTERNATIONAL PAPER CO COM16.6K shares10.88%2026-06-302026-07-08

BTI BRITISH AMERICAN TOBACCO10.2K shares25.05%2026-06-302026-07-08

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PLANET LABS PBC COM CL A PLANET LABS PBC COM CL A19.0K shares5.77%2026-06-302026-07-08

MNST MONSTER BEVERAGE CORP NEW COM6.5K shares0.80%2026-06-302026-07-08

FTAI FTAI AVIATION LTD SHS2.3K shares-9.94%2026-06-302026-07-08

UBS UBS AG NEW F12.6K shares38.68%2026-06-302026-07-08

CLX CLOROX CO DEL COM6.5K shares-16.29%2026-06-302026-07-08

UL UNILEVER PLC SPON ADR NEW10.2K shares6.65%2026-06-302026-07-08

WELL WELLTOWER INC COM2.7K shares1.38%2026-06-302026-07-08

UST PROSHARES ULTRA 7-10 YEAR TREASURY14.3K shares0.29%2026-06-302026-07-08

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VST VISTRA CORP COM3.8K shares16.29%2026-06-302026-07-08

ESS ESSEX PPTY TR REIT2.1K shares4.32%2026-06-302026-07-08

FMBH FIRST MID BANCSHARES INC COM12.6K shares0.20%2026-06-302026-07-08

KHC KRAFT HEINZ CO COM25.4K shares11.79%2026-06-302026-07-08

TT TRANE TECHNOLOGIES PLC SHS1.2K shares15.40%2026-06-302026-07-08

AXON AXON ENTERPRISE INC COM1.1K shares4.03%2026-06-302026-07-08

HSBC HSBC HOLDINGS PLC SPONS ADR6.2K shares1.39%2026-06-302026-07-08

CORTEVA INC COM CORTEVA INC COM7.0K shares8.34%2026-06-302026-07-08

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CEG CONSTELLATION ENERGY CORP COM2.3K shares2.27%2026-06-302026-07-08

NVT NVENT ELEC PLC SHS3.4K shares0.71%2026-06-302026-07-08

SDY SPDR SER TR S&P DIVID ETF3.8K shares0.42%2026-06-302026-07-08

SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF23.0K shares0.00%2026-06-302026-07-08

OKE ONEOK INC NEW COM6.6K shares4.83%2026-06-302026-07-08

AVUV AVANTIS U.S. SMALL CAP VALUE ETF4.6K shares68.63%2026-06-302026-07-08

VCR VANGUARD CONSUMER DISCRETIONARY1.4K shares-12.20%2026-06-302026-07-08

SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF11.8K shares-5.67%2026-06-302026-07-08

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UI UBIQUITI INC COM1.1K shares0.47%2026-06-302026-07-08

AMERIPRISE FINANCIAL INC. AMERIPRISE FINANCIAL INC.1.2K shares4.22%2026-06-302026-07-08

BTC GRAYSCALE BITCOIN MINI TRUST ETF21.4K sharesnew addition2026-06-302026-07-08

NXG NXG NEXTGEN INFRASTR INCM FD COM8.5K shares0.00%2026-06-302026-07-08

URI UNITED RENTALS INC COM487 shares24.55%2026-06-302026-07-08

NRG NRG ENERGY INC NEW3.8K shares7.78%2026-06-302026-07-08

TM TOYOTA MOTOR CORP ADS3.3K shares-4.23%2026-06-302026-07-08

LNG CHENIERE ENERGY INC COM NEW2.3K shares-8.68%2026-06-302026-07-08

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BXSL BLACKSTONE SECD LENDING FD COMMON STOCK23.0K shares6.74%2026-06-302026-07-08

HWM HOWMET AEROSPACE INC COM2.0K shares25.39%2026-06-302026-07-08

SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR10.1K shares-1.54%2026-06-302026-07-08

VNQ VANGUARD REIT INDEX ETF5.6K shares-27.75%2026-06-302026-07-08

NTAP NETAPP INC3.5K shares5.36%2026-06-302026-07-08

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR10.1K shares5.53%2026-06-302026-07-08

PCAR PACCAR INC COM4.4K shares5.05%2026-06-302026-07-08

ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF11.4K sharesnew addition2026-06-302026-07-08

Sponsored

ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS11.6K shares24.33%2026-06-302026-07-08

NEM NEWMONT CORP COM5.6K shares-7.26%2026-06-302026-07-08

SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209822.2K shares24.19%2026-06-302026-07-08

COR CENCORA INC COM1.8K shares5.85%2026-06-302026-07-08

MSBI MIDLAND STATES BANCORP INC COM16.7K shares-11.86%2026-06-302026-07-08

PGR PROGRESSIVE CORP COM2.4K shares24.44%2026-06-302026-07-08

MRNA MODERNA INC COM7.4K shares1.30%2026-06-302026-07-08

MELI MERCADOLIBRE INC306 shares-7.27%2026-06-302026-07-08

Sponsored

BAC-PL BK OF AMERICA CORP 7.25 CNV PFD410 shares-30.51%2026-06-302026-07-08

CIEN CIENA CORP COM NEW1.0K shares11.98%2026-06-302026-07-08

WAB WABTEC1.9K shares9.13%2026-06-302026-07-08

VSS VANGUARD FTSE ALL WORLD EX-US ETF3.3K shares0.21%2026-06-302026-07-08

VGK VANGUARD EUROPEAN5.7K shares0.00%2026-06-302026-07-08

GWW WW GRAINGER INC COM372 shares26.10%2026-06-302026-07-08

CCL CARNIVAL CORP17.7K sharesnew addition2026-06-302026-07-08

LUMENTUM HLDGS INC COM LUMENTUM HLDGS INC COM588 sharesnew addition2026-06-302026-07-08

Sponsored

FIX COMFORT SYS USA INC COM254 shares26.37%2026-06-302026-07-08

PDI PIMCO DYNAMIC INCOME FD SHS30.0K shares0.52%2026-06-302026-07-08

UTILITIES SELECT SECTOR SPDR UTILITIES SELECT SECTOR SPDR11.0K shares0.82%2026-06-302026-07-08

LUV SOUTHWEST AIRLS CO COM9.6K shares21.81%2026-06-302026-07-08

ALIBABA GROUP HLDG LTD SPONSORED ADS ALIBABA GROUP HLDG LTD SPONSORED ADS5.2K shares11.70%2026-06-302026-07-08

TWLO TWILIO INC CL A2.4K sharesnew addition2026-06-302026-07-08

SAP SAP AKTIENGESELLSCHAFT ADR3.2K shares66.47%2026-06-302026-07-08

CDNS CADENCE DESIGN SYSTEM INC COM1.3K shares34.54%2026-06-302026-07-08

Sponsored

TDG TRANSDIGM GROUP INC COM DELAWARE365 shares72.17%2026-06-302026-07-08

ADM ARCHER DANIELS MIDLAND CO COM6.3K shares21.19%2026-06-302026-07-08

KEYS KEYSIGHT TECHNOLOGIES INC COM1.4K shares17.22%2026-06-302026-07-08

CNC CENTENE CORP DEL7.5K shares8.70%2026-06-302026-07-08

ED CONSOLIDATED EDISON INC COM4.4K shares1.35%2026-06-302026-07-08

KKR KKR & CO LP5.3K shares16.07%2026-06-302026-07-08

Q QNITY ELECTRONICS INC COMMON STOCK3.0K shares11.19%2026-06-302026-07-08

DEO DIAGEO PLC6.0K shares47.45%2026-06-302026-07-08

Sponsored

RF REGIONS FINANCIAL CORP NEW15.8K shares3.92%2026-06-302026-07-08

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF4.5K shares0.00%2026-06-302026-07-08

UAL UNITED CONTL HLDGS INC3.5K shares25.32%2026-06-302026-07-08

FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF9.6K shares0.00%2026-06-302026-07-08

RACE FERRARI N V COM1.3K shares25.12%2026-06-302026-07-08

WPC WP CAREY INC COM6.5K shares4.53%2026-06-302026-07-08

PRU PRUDENTIAL FINL INC4.2K shares-18.68%2026-06-302026-07-08

TMUS T-MOBILE US INC COM2.7K shares-16.41%2026-06-302026-07-08

Sponsored

BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.4918.0K shares6.82%2026-06-302026-07-08

MPLX MPLX LP COM UNIT REP LTD8.0K shares-3.62%2026-06-302026-07-08

CASY CASEYS GEN STORES INC COM566 shares20.94%2026-06-302026-07-08

BSX BOSTON SCIENTIFIC CORP10.5K shares-16.16%2026-06-302026-07-08

RIVIAN AUTOMOTIVE INC COM CL A RIVIAN AUTOMOTIVE INC COM CL A25.9K shares6.77%2026-06-302026-07-08

SCHB SCHWAB U.S. BROAD MARKET ETF15.4K shares-3.82%2026-06-302026-07-08

WBD DISCOVERY HLDG CO16.7K shares2.74%2026-06-302026-07-08

HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD4.7K shares0.00%2026-06-302026-07-08

Sponsored

KR KROGER CO COM8.0K shares0.28%2026-06-302026-07-08

ADOBE SYS INC ADOBE SYS INC2.2K shares-17.52%2026-06-302026-07-08

IYR ISHARES US REAL ESTATE ETF4.3K shares-5.32%2026-06-302026-07-08

CMCSA COMCAST CORP NEW CL A18.0K shares-28.24%2026-06-302026-07-08

LQD ISHARES IBOXX CORPORATE BOND ETF4.0K shares39.83%2026-06-302026-07-08

ESGE ISHARES ESG AWARE MSCI EM ETF8.0K shares0.00%2026-06-302026-07-08

NGG NATIONAL GRID TRANSCO PLC5.3K shares52.30%2026-06-302026-07-08

SPHQ INVESCO S&P 500 QUALITY ETF4.8K shares-2.22%2026-06-302026-07-08

Sponsored

IVLU ISHARES MSCI INTL VALUE FACTOR ETF10.4K shares2.35%2026-06-302026-07-08

ACWX ISHARES MSCI ACWI EX US5.7K shares-6.79%2026-06-302026-07-08

HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF17.1K shares-0.08%2026-06-302026-07-08

SPDW SPDR S&P WORLD EX-US18.0K shares2.68%2026-06-302026-07-08

APLD APPLIED DIGITAL CORP COM NEW11.6K shares-0.83%2026-06-302026-07-08

MCO MOODYS CORP951 shares15.27%2026-06-302026-07-08

DHI D R HORTON INC2.6K shares8.08%2026-06-302026-07-08

XLV HEALTH CARE SELECT SECTOR SPDR2.7K shares0.11%2026-06-302026-07-08

Sponsored

VANGUARD RUSSELL 2000 ETF VANGUARD RUSSELL 2000 ETF3.5K shares-5.16%2026-06-302026-07-08

SHYD VANECK SHORT HIGH YIELD MUNI ETF18.6K shares0.00%2026-06-302026-07-08

IGM ISHARES S&P NORTH AMER TECHNOLOGY2.6K shares0.00%2026-06-302026-07-08

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST5.3K shares-8.22%2026-06-302026-07-08

SPDR S&P 500 ETF

-1.06%

Shares912.7K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES S&P SMALLCAP 600 ETF

0.72%

Shares2.1M

Event2026-06-30

Filed2026-07-08

IEMG

ISHARES CORE MSCI EMERGING MKTS

3.75%

Shares3.1M

Event2026-06-30

Filed2026-07-08

IJH

ISHARES CORE S&P MID CAP ETF

-0.44%

Shares3.2M

Event2026-06-30

Filed2026-07-08

ISHARES S&P 500 INDEX

2.58%

Shares328.5K

Event2026-06-30

Filed2026-07-08

PLD

PROLOGIS SHARE BENEFICIAL INT

-0.13%

Shares1.2M

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO COM

-1.06%

Shares130.2K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

-1.95%

Shares515.8K

Event2026-06-30

Filed2026-07-08

JCPB

JPMORGAN CORE PLUS BOND ETF

7.59%

Shares3.1M

Event2026-06-30

Filed2026-07-08

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

-1.32%

Shares583.9K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORP

0.95%

Shares486.2K

Event2026-06-30

Filed2026-07-08

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

-12.84%

Shares1.7M

Event2026-06-30

Filed2026-07-08

FBND

FIDELITY TOTAL BOND ETF

2.67%

Shares2.0M

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD S&P 500 ETF

5.47%

Shares121.7K

Event2026-06-30

Filed2026-07-08

ISHARES CORE MSCI EAFE

3.33%

Shares1.2M

Event2026-06-30

Filed2026-07-08

GOOGL

GOOGLE INC

3.11%

Shares187.8K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT

1.81%

Shares179.3K

Event2026-06-30

Filed2026-07-08

EFA

ISHARES MSCI EAFE ETF

-0.11%

Shares608.8K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON.COM INC

-0.98%

Shares251.5K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-1.70%

Shares111.0K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO COM

-0.49%

Shares130.7K

Event2026-06-30

Filed2026-07-08

VCSH

VANGUARD SHORT TERM CORP BOND FD ETF

-37.00%

Shares582.7K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

3.35%

Shares578.4K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC CAP STK CL C

-1.93%

Shares113.1K

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-2.62%

Shares627.5K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC COM

50.16%

Shares33.2K

Event2026-06-30

Filed2026-07-08

PULS

PGIM ULTRA SHORT BOND ETF

9.52%

Shares675.6K

Event2026-06-30

Filed2026-07-08

QQQ

POWERSHARES QQQ TR

0.16%

Shares42.9K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES RUSSELL 2000 ETF

-2.62%

Shares100.3K

Event2026-06-30

Filed2026-07-08

IWR

ISHARES TR RUSSELL MIDCAP INDEX FD

8.28%

Shares267.2K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC CL A

4.14%

Shares46.2K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA MOTORS INC

7.13%

Shares57.7K

Event2026-06-30

Filed2026-07-08

BROADCOM INC COM

10.95%

Shares56.6K

Event2026-06-30

Filed2026-07-08

VISA INC

4.94%

Shares53.5K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES RUSSELL 1000 GROWTH ETF

343.92%

Shares138.5K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON COM

0.45%

Shares62.6K

Event2026-06-30

Filed2026-07-08

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

-8.08%

Shares31.7K

Event2026-06-30

Filed2026-07-08

VANGUARD TOTAL STOCK MARKET ETF

-5.71%

Shares39.3K

Event2026-06-30

Filed2026-07-08

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

-3.22%

Shares240.7K

Event2026-06-30

Filed2026-07-08

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares100.4K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC COM

-0.47%

Shares110.6K

Event2026-06-30

Filed2026-07-08

ABBVIE INC COM

5.43%

Shares48.0K

Event2026-06-30

Filed2026-07-08

IWD

ISHARES RUSSELL 1000 VALUE ETF

3.69%

Shares48.8K

Event2026-06-30

Filed2026-07-08

ORACLE CORPORATION

4.65%

Shares80.7K

Event2026-06-30

Filed2026-07-08

MICRON TECHNOLOGY

45.40%

Shares10.2K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO COM

-6.50%

Shares78.4K

Event2026-06-30

Filed2026-07-08

MBIN

MERCHANTS BANCORP IND COM

-3.45%

Shares227.0K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP COM

9.58%

Shares81.2K

Event2026-06-30

Filed2026-07-08

SCHG

SCHWAB US LARGE CAP GROWTH ETF

0.27%

Shares333.6K

Event2026-06-30

Filed2026-07-08

VUG

VANGUARD GROWTH ETF

500.23%

Shares122.1K

Event2026-06-30

Filed2026-07-08

MASTERCARD INC

0.42%

Shares19.6K

Event2026-06-30

Filed2026-07-08

VANGUARD LARGE CAP

-0.04%

Shares28.6K

Event2026-06-30

Filed2026-07-08

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares13

Event2026-06-30

Filed2026-07-08

RTX CORPORATION COM

4.32%

Shares50.9K

Event2026-06-30

Filed2026-07-08

XLK

TECHNOLOGY SELECT SECTOR SPDR

-10.09%

Shares48.0K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP COM

-13.54%

Shares154.6K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORP

-1.34%

Shares9.2K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

3.17%

Shares72.9K

Event2026-06-30

Filed2026-07-08

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

1.81%

Shares166.7K

Event2026-06-30

Filed2026-07-08

VANGUARD MID CAP

235.06%

Shares109.2K

Event2026-06-30

Filed2026-07-08

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

-3.59%

Shares80.3K

Event2026-06-30

Filed2026-07-08

VTV

VANGUARD VALUE ETF

-0.87%

Shares47.6K

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

2.65%

Shares8.0K

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS INC COM

-10.70%

Shares23.1K

Event2026-06-30

Filed2026-07-08

EEM

ISHARES MSCI EMERGING MARKETS ETF

-1.08%

Shares114.4K

Event2026-06-30

Filed2026-07-08

VANGUARD TOTAL WORLD STOCK ETF

5.15%

Shares49.9K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION COM

2.84%

Shares45.6K

Event2026-06-30

Filed2026-07-08

BND

VANGUARD TOTAL BOND MARKET ETF

-2.43%

Shares143.3K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC COM

-8.36%

Shares12.2K

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC CL A

-5.34%

Shares9.2K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

1.68%

Shares54.1K

Event2026-06-30

Filed2026-07-08

CMI

CUMMINS INC COM

-0.26%

Shares9.6K

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP

-0.38%

Shares16.1K

Event2026-06-30

Filed2026-07-08

LMT

LOCKHEED MARTIN CORP

-1.96%

Shares13.1K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC COM

5.69%

Shares5.5K

Event2026-06-30

Filed2026-07-08

MUB

ISHARES AMT-FREE MUNI BOND ETF

7.73%

Shares59.1K

Event2026-06-30

Filed2026-07-08

COCA COLA CO COM

8.26%

Shares77.7K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

-7.32%

Shares17.4K

Event2026-06-30

Filed2026-07-08

BOEING CO COM

3.08%

Shares28.8K

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC COM

-0.38%

Shares45.0K

Event2026-06-30

Filed2026-07-08

CITIGROUP INC

-22.86%

Shares42.4K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

4.12%

Shares32.7K

Event2026-06-30

Filed2026-07-08

AXP

AMERICAN EXPRESS CO COM

5.68%

Shares16.9K

Event2026-06-30

Filed2026-07-08

ISHARES AGGREGATE BOND ETF

-14.34%

Shares57.7K

Event2026-06-30

Filed2026-07-08

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

3.18%

Shares204.2K

Event2026-06-30

Filed2026-07-08

DIS

DISNEY WALT CO COM

-4.90%

Shares58.5K

Event2026-06-30

Filed2026-07-08

DEERE & CO COM

4.04%

Shares8.8K

Event2026-06-30

Filed2026-07-08

IVW

ISHARES S&P 500 GROWTH ETF

11.24%

Shares40.5K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP COM

-4.04%

Shares20.5K

Event2026-06-30

Filed2026-07-08

PALANTIR TECHNOLOGIES INC CL A

5.15%

Shares47.3K

Event2026-06-30

Filed2026-07-08

IWB

ISHARES TR RUSSELL 1000 INDEX ETF

10.81%

Shares13.3K

Event2026-06-30

Filed2026-07-08

HOME DEPOT

-6.17%

Shares15.4K

Event2026-06-30

Filed2026-07-08

VBR

VANGUARD SMALL CAP VALUE ETF

-0.75%

Shares29.2K

Event2026-06-30

Filed2026-07-08

GE AEROSPACE COM NEW

-5.55%

Shares13.9K

Event2026-06-30

Filed2026-07-08

NETFLIX COM INC

7.86%

Shares72.5K

Event2026-06-30

Filed2026-07-08

XPEV

XPENG INC ADS

0.27%

Shares387.2K

Event2026-06-30

Filed2026-07-08

ASML

ASML HLDG NV N Y REGISTRY SHS

6.96%

Shares2.6K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC COM

-14.18%

Shares7.1K

Event2026-06-30

Filed2026-07-08

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

-5.13%

Shares57.8K

Event2026-06-30

Filed2026-07-08

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.64%

Shares13.1K

Event2026-06-30

Filed2026-07-08

VANGUARD SMALL CAP ETF

-0.95%

Shares15.7K

Event2026-06-30

Filed2026-07-08

VGT

VANGUARD INFORMATION TECHNOLOGY

711.70%

Shares38.1K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

1.69%

Shares10.4K

Event2026-06-30

Filed2026-07-08

IBM

INTL BUSINESS MACHINES

-5.42%

Shares15.6K

Event2026-06-30

Filed2026-07-08

ETN

EATON CORP PLC SHS

6.79%

Shares9.8K

Event2026-06-30

Filed2026-07-08

PFE

PFIZER INC COM

6.53%

Shares169.4K

Event2026-06-30

Filed2026-07-08

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

-0.04%

Shares34.2K

Event2026-06-30

Filed2026-07-08

IVE

ISHARES S&P 500 VALUE ETF

-0.56%

Shares17.8K

Event2026-06-30

Filed2026-07-08

ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP

2.20%

Shares209.1K

Event2026-06-30

Filed2026-07-08

MRVL

MARVELL TECHNOLOGY GROUP LTD

103.66%

Shares13.3K

Event2026-06-30

Filed2026-07-08

FDX

FEDEX CORP

0.42%

Shares12.4K

Event2026-06-30

Filed2026-07-08

XLF

FINANCIAL SELECT SECTOR SPDR

-2.66%

Shares80.0K

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES TR S&P 1500 INDEX FD

66.47%

Shares23.3K

Event2026-06-30

Filed2026-07-08

DVY

ISHARES DJ SELECT DIVIDEND

0.63%

Shares24.3K

Event2026-06-30

Filed2026-07-08

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

1660.20%

Shares91.3K

Event2026-06-30

Filed2026-07-08

WFC

WELLS FARGO & CO COM

-1.64%

Shares45.1K

Event2026-06-30

Filed2026-07-08

VERIZON COMMUNICATIONS

-3.00%

Shares87.2K

Event2026-06-30

Filed2026-07-08

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-6.08%

Shares71.8K

Event2026-06-30

Filed2026-07-08

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

235.85%

Shares44.0K

Event2026-06-30

Filed2026-07-08

IAU

ISHARES GOLD TRUST ETF

-7.19%

Shares47.0K

Event2026-06-30

Filed2026-07-08

EPD

ENTERPRISE PRODS PARTNERS L P

-1.54%

Shares93.3K

Event2026-06-30

Filed2026-07-08

HDV

ISHARES TR HIGH DIVID EQUITY FD

395.88%

Shares122.8K

Event2026-06-30

Filed2026-07-08

VRT

VERTIV HOLDINGS CO COM CL A

16.84%

Shares9.9K

Event2026-06-30

Filed2026-07-08

QQQM

INVESCO NASDAQ 100 ETF

31.33%

Shares11.0K

Event2026-06-30

Filed2026-07-08

CLOZ

ELDRIDGE BBB-B CLO ETF

0.00%

Shares123.8K

Event2026-06-30

Filed2026-07-08

AT&T INC COM

-10.84%

Shares157.6K

Event2026-06-30

Filed2026-07-08

TCBX

THIRD COAST BANCSHARES INC COM

21.27%

Shares78.6K

Event2026-06-30

Filed2026-07-08

UNP

UNION PAC CORP COM

0.10%

Shares11.6K

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

6.77%

Shares16.7K

Event2026-06-30

Filed2026-07-08

CRM

SALESFORCE COM

-4.98%

Shares19.4K

Event2026-06-30

Filed2026-07-08

MORGAN STANLEY

4.74%

Shares14.5K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW COM

3.39%

Shares19.3K

Event2026-06-30

Filed2026-07-08

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

506.73%

Shares71.4K

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP

-5.60%

Shares28.0K

Event2026-06-30

Filed2026-07-08

UPS

UNITED PARCEL SERVICE INC

4.89%

Shares25.9K

Event2026-06-30

Filed2026-07-08

CSRE

COHEN & STEERS REAL ESTATE ACTIVE ETF

0.70%

Shares98.1K

Event2026-06-30

Filed2026-07-08

IBIT

ISHARES BITCOIN TRUST ETF

-3.61%

Shares83.5K

Event2026-06-30

Filed2026-07-08

SOXX

ISHARES SEMICONDUCTOR ETF

-4.59%

Shares4.3K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD ETF

3.89%

Shares7.5K

Event2026-06-30

Filed2026-07-08

GLW

CORNING INC COM

-2.38%

Shares10.7K

Event2026-06-30

Filed2026-07-08

SSO

PROSHARES ULTRA S&P 500

0.00%

Shares40.0K

Event2026-06-30

Filed2026-07-08

KMB

KIMBERLY-CLARK CORP COM

-8.97%

Shares24.5K

Event2026-06-30

Filed2026-07-08

DELL

DELL TECHNOLOGIES INC CL C

7.64%

Shares6.1K

Event2026-06-30

Filed2026-07-08

EQIX

EQUINIX INC COM

3.60%

Shares2.5K

Event2026-06-30

Filed2026-07-08

SCHW

CHARLES SCHWAB CORP

-1.44%

Shares27.9K

Event2026-06-30

Filed2026-07-08

SCHX

SCHWAB STRATEGIC TR US LRG CAP ETF

-23.91%

Shares86.5K

Event2026-06-30

Filed2026-07-08

CVS

CVS HEALTH CORP COM

3.04%

Shares24.5K

Event2026-06-30

Filed2026-07-08

XLY

CONSUMER DISCRETIONARY SEL SECTOR SPDR FD

-3.11%

Shares21.5K

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

8.94%

Shares2.6K

Event2026-06-30

Filed2026-07-08

SCHD

SCHWAB US DIVIDEND EQUITY ETF

17.24%

Shares78.8K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES COM

4.67%

Shares26.9K

Event2026-06-30

Filed2026-07-08

SNDK

SANDISK CORP COM

32.38%

Shares1.1K

Event2026-06-30

Filed2026-07-08

TGT

TARGET CORP COM

24.58%

Shares18.3K

Event2026-06-30

Filed2026-07-08

CLS

CELESTICA INC COM

31.50%

Shares6.5K

Event2026-06-30

Filed2026-07-08

SMB

VANECK SHORT MUNI ETF

-1.95%

Shares134.0K

Event2026-06-30

Filed2026-07-08

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

0.06%

Shares74.5K

Event2026-06-30

Filed2026-07-08

OAKM

OAKMARK U.S. LARGE CAP ETF

-2.65%

Shares82.1K

Event2026-06-30

Filed2026-07-08

FEOE

FIRST EAGLE OVERSEAS EQUITY ETF

-1.04%

Shares43.3K

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC COM

3.40%

Shares26.3K

Event2026-06-30

Filed2026-07-08

GENERAL DYNAMICS CORP COM

1.33%

Shares6.4K

Event2026-06-30

Filed2026-07-08

SHOP

SHOPIFY INC CL A SUB VTG SHS

3.15%

Shares19.8K

Event2026-06-30

Filed2026-07-08

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

40.79%

Shares41.5K

Event2026-06-30

Filed2026-07-08

WASTE MANAGEMENT INC

0.71%

Shares10.0K

Event2026-06-30

Filed2026-07-08

IWP

ISHARES RUSSELL MIDCAP GROWTH ETF

5.73%

Shares15.0K

Event2026-06-30

Filed2026-07-08

ADI

ANALOG DEVICES INC COM

30.59%

Shares5.5K

Event2026-06-30

Filed2026-07-08

SCHM

SCHWAB US MID-CAP ETF

-2.70%

Shares59.2K

Event2026-06-30

Filed2026-07-08

SNOWFLAKE INC COM SHS

-21.49%

Shares8.6K

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS COM

-1.78%

Shares20.9K

Event2026-06-30

Filed2026-07-08

SCHE

SCHWAB EMERGING MARKET EQ ETF

4.31%

Shares59.9K

Event2026-06-30

Filed2026-07-08

PSX

PHILLIPS 66

1.38%

Shares12.8K

Event2026-06-30

Filed2026-07-08

DHR

DANAHER CORP

-4.33%

Shares11.3K

Event2026-06-30

Filed2026-07-08

VGSH

VANGUARD SHORT-TERM TREASURY ETF

-10.83%

Shares36.2K

Event2026-06-30

Filed2026-07-08

VLO

VALERO ENERGY CORP

26.24%

Shares8.0K

Event2026-06-30

Filed2026-07-08

DUK

DUKE ENERGY CORP NEW COM NEW

-16.36%

Shares16.3K

Event2026-06-30

Filed2026-07-08

SYK

STRYKER CORP

0.61%

Shares6.5K

Event2026-06-30

Filed2026-07-08

IWO

ISHARES RUSSELL 2000 GROWTH INDEX

17.47%

Shares5.1K

Event2026-06-30

Filed2026-07-08

ACWI

ISHARES TR MSCI ACWIINDEX FD

2.88%

Shares12.8K

Event2026-06-30

Filed2026-07-08

GUNR

FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND

New

Shares40.8K

Event2026-06-30

Filed2026-07-08

FLEX

FLEXTRONICS INTL LTD F

26.49%

Shares12.3K

Event2026-06-30

Filed2026-07-08

AFL

AFLAC INC COM

4.02%

Shares17.0K

Event2026-06-30

Filed2026-07-08

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

-8.42%

Shares38.9K

Event2026-06-30

Filed2026-07-08

ALTRIA GROUP INC COM

-11.67%

Shares27.6K

Event2026-06-30

Filed2026-07-08

SEAGATE TECHNOLOGY

23.26%

Shares2.0K

Event2026-06-30

Filed2026-07-08

TXN

TEXAS INSTRS INC COM

13.64%

Shares6.6K

Event2026-06-30

Filed2026-07-08

SOUTHERN CO COM

8.69%

Shares20.1K

Event2026-06-30

Filed2026-07-08

CSX

CSX CORP

2.75%

Shares40.3K

Event2026-06-30

Filed2026-07-08

NSC

NORFOLK SOUTHERN CRP

-3.12%

Shares6.1K

Event2026-06-30

Filed2026-07-08

QUANTA SERVICES INC

2.36%

Shares2.7K

Event2026-06-30

Filed2026-07-08

SCHA

SCHWAB ETFS- US SMALL-CAP ETF

-0.40%

Shares66.8K

Event2026-06-30

Filed2026-07-08

STRL

STERLING CONSTRUCTION CO INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-08

VRTX

VERTEX PHARMACEUTICALS IN

8.20%

Shares3.8K

Event2026-06-30

Filed2026-07-08

VCRM

VANGUARD CORE TAX-EXEMPT BOND ETF

5.69%

Shares24.4K

Event2026-06-30

Filed2026-07-08

MDLZ

MONDELEZ INTL INC CL A

-4.96%

Shares32.2K

Event2026-06-30

Filed2026-07-08

ASTRAZENECA PLC- SPONS ADR

15.48%

Shares9.8K

Event2026-06-30

Filed2026-07-08

MPC

MARATHON PETE CORP

3.00%

Shares7.3K

Event2026-06-30

Filed2026-07-08

KLAC

KLA-TENCOR CORP

1126.49%

Shares6.2K

Event2026-06-30

Filed2026-07-08

XLE

ENERGY SELECT SECTOR SPDR

-0.02%

Shares34.5K

Event2026-06-30

Filed2026-07-08

BLACKSTONE GROUP LP

16.37%

Shares15.4K

Event2026-06-30

Filed2026-07-08

ANET

ARISTA NETWORKS INC COM SHS

16.32%

Shares10.7K

Event2026-06-30

Filed2026-07-08

ELV

ELEVANCE HEALTH INC FORMERLY A COM

9.09%

Shares4.7K

Event2026-06-30

Filed2026-07-08

ITW

ILLINOIS TOOL WKS INC COM

1.29%

Shares6.7K

Event2026-06-30

Filed2026-07-08

HONEYWELL AEROSPACE INC COM

New

Shares8.1K

Event2026-06-30

Filed2026-07-08

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

-5.68%

Shares51.5K

Event2026-06-30

Filed2026-07-08

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares10.4K

Event2026-06-30

Filed2026-07-08

JAAA

JANUS HENDERSON AAA CLO ETF

-27.60%

Shares35.0K

Event2026-06-30

Filed2026-07-08

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

1.56%

Shares37.4K

Event2026-06-30

Filed2026-07-08

RKLB

ROCKET LAB CORP COM

-1.91%

Shares17.3K

Event2026-06-30

Filed2026-07-08

RYDER SYS INC COM

0.23%

Shares6.6K

Event2026-06-30

Filed2026-07-08

UBER

UBER TECHNOLOGIES INC COM

-1.78%

Shares24.1K

Event2026-06-30

Filed2026-07-08

FTNT

FORTINET INC COM

-7.33%

Shares11.3K

Event2026-06-30

Filed2026-07-08

EFG

ISHARES MSCI EAFE GROWTH INDEX ETF

2.08%

Shares13.9K

Event2026-06-30

Filed2026-07-08

THFF

TERRE HAUTE FIRST FINANCIAL

0.15%

Shares22.3K

Event2026-06-30

Filed2026-07-08

HONEYWELL INTL INC

New

Shares7.7K

Event2026-06-30

Filed2026-07-08

LOW

LOWES COS INC COM

8.71%

Shares7.8K

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL-MYERS SQUIBB CO COM

2.59%

Shares29.8K

Event2026-06-30

Filed2026-07-08

SPG

SIMON PROPERTY GROUP INC

6.20%

Shares7.6K

Event2026-06-30

Filed2026-07-08

TALK

TALKSPACE INC COM

-0.02%

Shares323.7K

Event2026-06-30

Filed2026-07-08

MLM

MARTIN MARIETTA MATLS INC

20.59%

Shares2.9K

Event2026-06-30

Filed2026-07-08

LIN

LINDE PLC SHS

30.70%

Shares3.2K

Event2026-06-30

Filed2026-07-08

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-2.93%

Shares6.7K

Event2026-06-30

Filed2026-07-08

DLN

WISDOMTREE U.S. LARGECAP DIVIDEND FUND

-0.48%

Shares16.5K

Event2026-06-30

Filed2026-07-08

SCHV

SCHWAB US LARGE CAP VALUE ETF

1.85%

Shares45.8K

Event2026-06-30

Filed2026-07-08

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-08

BLOOM ENERGY CORP COM CL A

-36.31%

Shares5.2K

Event2026-06-30

Filed2026-07-08

ORLY

O REILLY AUTOMOTIVE INC

3.00%

Shares17.0K

Event2026-06-30

Filed2026-07-08

GQRE

FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND

New

Shares24.5K

Event2026-06-30

Filed2026-07-08

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

8.48%

Shares19.2K

Event2026-06-30

Filed2026-07-08

MAR

MARRIOTT INTL INC

19.26%

Shares4.2K

Event2026-06-30

Filed2026-07-08

VIOO

VANGUARD S&P SMALL-CAP 600 ETF

-15.20%

Shares11.2K

Event2026-06-30

Filed2026-07-08

ARES MANAGEMENT CORPORATION CL A COM STK

6.62%

Shares13.8K

Event2026-06-30

Filed2026-07-08

IWN

ISHARES RUSSELL 2000 VALUE

7.61%

Shares6.9K

Event2026-06-30

Filed2026-07-08

PNC

PNC FINL SVCS GROUP INC COM

1.77%

Shares6.1K

Event2026-06-30

Filed2026-07-08

DATADOG INC CL A COM

14.76%

Shares5.8K

Event2026-06-30

Filed2026-07-08

APH

AMPHENOL CORP CL A

4.97%

Shares8.5K

Event2026-06-30

Filed2026-07-08

ADP

AUTOMATIC DATA PROCESSING INC COM

20.73%

Shares6.6K

Event2026-06-30

Filed2026-07-08

NVS

NOVARTIS AG ADR

16.35%

Shares9.3K

Event2026-06-30

Filed2026-07-08

MEAR

ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF

-1.97%

Shares28.8K

Event2026-06-30

Filed2026-07-08

IGF

ISHARES GLOBAL INFRASTRUCTURE ETF

New

Shares21.8K

Event2026-06-30

Filed2026-07-08

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

0.00%

Shares17.7K

Event2026-06-30

Filed2026-07-08

COF

CAPITAL ONE FINANCIAL CORP

7.89%

Shares7.2K

Event2026-06-30

Filed2026-07-08

S&P GLOBAL INC COM

-9.18%

Shares3.5K

Event2026-06-30

Filed2026-07-08

VTEI

VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF

-4.64%

Shares14.1K

Event2026-06-30

Filed2026-07-08

YUM

YUM! BRANDS INC

2.36%

Shares8.9K

Event2026-06-30

Filed2026-07-08

TRAVELERS COMPANIES INC COM

3.77%

Shares4.3K

Event2026-06-30

Filed2026-07-08

FORD MOTOR COMPANY

10.86%

Shares101.4K

Event2026-06-30

Filed2026-07-08

SLV

ISHARES SILVER TRUST ETF

-9.02%

Shares26.2K

Event2026-06-30

Filed2026-07-08

TTWO

TAKE-TWO INTERACTIVE SOFTWARE COM

5.28%

Shares5.6K

Event2026-06-30

Filed2026-07-08

VYM

VANGUARD HIGH DIVIDEND YIELD

6.47%

Shares8.9K

Event2026-06-30

Filed2026-07-08

GKOS

GLAUKOS CORP COM

4.66%

Shares9.9K

Event2026-06-30

Filed2026-07-08

NOC

NORTHROP GRUMMAN CORP COM

1.62%

Shares2.7K

Event2026-06-30

Filed2026-07-08

VOX

VANGUARD COMMUNICATION SERVICES ETF

1.37%

Shares7.4K

Event2026-06-30

Filed2026-07-08

CLMT

CALUMET SPCLTY PRDCTS PRTNRS

-1.97%

Shares37.9K

Event2026-06-30

Filed2026-07-08

IWV

ISHARES TRUST RUSSELL 3000 INDEX FD

2.57%

Shares3.2K

Event2026-06-30

Filed2026-07-08

SERVICENOW INC COM

-6.57%

Shares13.7K

Event2026-06-30

Filed2026-07-08

EMR

EMERSON ELEC CO COM

-3.81%

Shares9.5K

Event2026-06-30

Filed2026-07-08

DAL

DELTA AIR LINES INC DEL CMN

28.15%

Shares14.5K

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC INC COM

1.28%

Shares2.7K

Event2026-06-30

Filed2026-07-08

GIS

GENERAL MILLS INC COM

15.73%

Shares38.0K

Event2026-06-30

Filed2026-07-08

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-0.26%

Shares3.8K

Event2026-06-30

Filed2026-07-08

VDE

VANGUARD ENERGY

-1.60%

Shares8.7K

Event2026-06-30

Filed2026-07-08

MEDTRONIC PLC SHS

8.20%

Shares16.6K

Event2026-06-30

Filed2026-07-08

SHEL

ROYAL DUTCH SHELL PLC-ADR

-0.66%

Shares16.6K

Event2026-06-30

Filed2026-07-08

CLOX

ELDRIDGE AAA CLO ETF

0.00%

Shares50.0K

Event2026-06-30

Filed2026-07-08

NVO

NOVO-NORDISK A/S ADR ADR CMN

51.48%

Shares26.6K

Event2026-06-30

Filed2026-07-08

XLI

INDUSTRIAL SELECT SECTOR SPDR

-21.98%

Shares6.8K

Event2026-06-30

Filed2026-07-08

3M CO COM

11.63%

Shares7.8K

Event2026-06-30

Filed2026-07-08

GPC

GENUINE PARTS CO COM

3.18%

Shares10.6K

Event2026-06-30

Filed2026-07-08

CHUBB LIMITED COM

17.93%

Shares3.7K

Event2026-06-30

Filed2026-07-08

LABORATORY CORP OF AMERICA

-7.49%

Shares4.3K

Event2026-06-30

Filed2026-07-08

VHT

VANGUARD HEALTH CARE ETF

-0.47%

Shares4.1K

Event2026-06-30

Filed2026-07-08

SMH

VANECK SEMICONDUCTOR ETF

-20.49%

Shares1.8K

Event2026-06-30

Filed2026-07-08

IVOO

VANGUARD S&P MID-CAP 400 ETF

-4.15%

Shares9.3K

Event2026-06-30

Filed2026-07-08

USB

US BANCORP COM NEW

10.83%

Shares20.0K

Event2026-06-30

Filed2026-07-08

COLGATE PALMOLIVE CO COM

-10.61%

Shares13.2K

Event2026-06-30

Filed2026-07-08

PARKER-HANNIFIN CORP COM

3.61%

Shares1.2K

Event2026-06-30

Filed2026-07-08

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

8.56%

Shares13.1K

Event2026-06-30

Filed2026-07-08

TROW

T ROWE PRICE GROUP INC

-5.65%

Shares10.4K

Event2026-06-30

Filed2026-07-08

HLAL

WAHED FTSE USA SHARIAH ETF

-5.09%

Shares16.4K

Event2026-06-30

Filed2026-07-08

FREEPORT MCMORAN COPPER

-1.08%

Shares18.4K

Event2026-06-30

Filed2026-07-08

BKNG

BOOKING HOLDINGS INC COM

2660.34%

Shares6.4K

Event2026-06-30

Filed2026-07-08

WDC

WESTERN DIGITAL CORP COM

66.39%

Shares1.8K

Event2026-06-30

Filed2026-07-08

GENERAL MOTORS CORP

50.32%

Shares14.7K

Event2026-06-30

Filed2026-07-08

XLP

CONSUMER STAPLES SELECT SECTOR SPDR

-1.88%

Shares13.7K

Event2026-06-30

Filed2026-07-08

NKE

NIKE INC CLASS B

-18.09%

Shares27.6K

Event2026-06-30

Filed2026-07-08

HSY

HERSHEY CO COM

-7.81%

Shares6.5K

Event2026-06-30

Filed2026-07-08

APPLOVIN CORP COM CL A

223.33%

Shares2.2K

Event2026-06-30

Filed2026-07-08

MICROCHIP TECHNOLOGY INC

6.85%

Shares12.2K

Event2026-06-30

Filed2026-07-08

VEU

VANGUARD FTSE ALL-WORLD EX-US

-0.59%

Shares13.2K

Event2026-06-30

Filed2026-07-08

VIS

VANGUARD INDUSTRIALS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-08

CINF

CINCINNATI FINL CORP COM

2.61%

Shares5.9K

Event2026-06-30

Filed2026-07-08

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-11.64%

Shares14.5K

Event2026-06-30

Filed2026-07-08

POWL

POWELL INDS INC COM

New

Shares3.8K

Event2026-06-30

Filed2026-07-08

SLB

SLB LIMITED COM STK

76.78%

Shares23.6K

Event2026-06-30

Filed2026-07-08

SPYD

STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF

-7.09%

Shares23.0K

Event2026-06-30

Filed2026-07-08

ETR

ENTERGY CORP NEW COM

6.55%

Shares9.5K

Event2026-06-30

Filed2026-07-08

FDN

FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD

-6.36%

Shares4.1K

Event2026-06-30

Filed2026-07-08

CEF

CENTRAL FUND OF CANADA LTD

-0.52%

Shares26.6K

Event2026-06-30

Filed2026-07-08

AGX

ARGAN INC COM

149.91%

Shares1.3K

Event2026-06-30

Filed2026-07-08

ALL

ALLSTATE CORP

56.42%

Shares4.5K

Event2026-06-30

Filed2026-07-08

GILD

GILEAD SCIENCES INC

7.39%

Shares8.4K

Event2026-06-30

Filed2026-07-08

MMC

MARSH & MCLENNAN COS INC COM

-12.41%

Shares6.3K

Event2026-06-30

Filed2026-07-08

ROK

ROCKWELL AUTOMATION INC COM

17.35%

Shares2.1K

Event2026-06-30

Filed2026-07-08

XBI

STATE STREET SPDR S&P BIOTECH ETF

141.33%

Shares6.5K

Event2026-06-30

Filed2026-07-08

OXY

OCCIDENTAL PETE CORP COM

12.01%

Shares21.1K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL, INC.

-24.58%

Shares2.6K

Event2026-06-30

Filed2026-07-08

EFV

ISHARES MSCI EAFE VALUE INDEX ETF

12.18%

Shares13.3K

Event2026-06-30

Filed2026-07-08

IYW

ISHARES DJ US TECHNOLOGY

0.88%

Shares4.0K

Event2026-06-30

Filed2026-07-08

SPMO

INVESCO S&P 500 MOMENTUM ETF

New

Shares6.3K

Event2026-06-30

Filed2026-07-08

BWXT

BWX TECHNOLOGIES INC COM

-2.86%

Shares5.2K

Event2026-06-30

Filed2026-07-08

SRLN

STATE STREET BLACKSTONE SENIOR LOAN ETF

0.90%

Shares24.8K

Event2026-06-30

Filed2026-07-08

ROYAL CARRIBBEAN CRUISES LTD

12.91%

Shares3.1K

Event2026-06-30

Filed2026-07-08

ARGENX SE SPONSORED ADR

5.07%

Shares1.1K

Event2026-06-30

Filed2026-07-08

DIA

SPDR DOW JONES INDUSTRIAL ETF

-3.55%

Shares1.9K

Event2026-06-30

Filed2026-07-08

NUE

NUCOR CORP COM

-23.23%

Shares4.3K

Event2026-06-30

Filed2026-07-08

ZBH

ZIMMER HLDGS INC

1.59%

Shares11.2K

Event2026-06-30

Filed2026-07-08

USD

PROSHARES ULTRA SEMICONDUCTORS

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-08

GABC

GERMAN AMERICAN BANCORP

-1.55%

Shares19.9K

Event2026-06-30

Filed2026-07-08

DVN

DEVON ENERGY CORP

280.75%

Shares22.5K

Event2026-06-30

Filed2026-07-08

CIGNA CORP

13.53%

Shares3.3K

Event2026-06-30

Filed2026-07-08

BANK OF NY MELLON CORP COM

24.47%

Shares6.3K

Event2026-06-30

Filed2026-07-08

BP PLC SPONSORED ADR

-1.86%

Shares24.4K

Event2026-06-30

Filed2026-07-08

VFH

VANGUARD FINANCIALS ETF

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-08

VPU

VANGUARD UTILITIES

0.02%

Shares4.6K

Event2026-06-30

Filed2026-07-08

IJK

ISHARES S&P MIDCAP 400 GROWTH INDEX

70.73%

Shares7.6K

Event2026-06-30

Filed2026-07-08

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-1.19%

Shares4.0K

Event2026-06-30

Filed2026-07-08

MCK

MCKESSON CORP

11.11%

Shares1.2K

Event2026-06-30

Filed2026-07-08

AEP

AMERICAN ELEC PWR CO INC COM

-4.25%

Shares6.3K

Event2026-06-30

Filed2026-07-08

TFC

TRUIST FINL CORP COM

-1.00%

Shares16.9K

Event2026-06-30

Filed2026-07-08

MPWR

MONOLITHIC PWR SYS INC COM

14.20%

Shares603

Event2026-06-30

Filed2026-07-08

IWS

ISHARES RUSSELL MIDCAP VALUE INDEX

9.38%

Shares5.0K

Event2026-06-30

Filed2026-07-08

URTH

ISHARES MSCI WORLD ETF

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-08

KMI

KINDER MORGAN INC

0.67%

Shares25.7K

Event2026-06-30

Filed2026-07-08

FITB

FIFTH THIRD BANCORP

-7.38%

Shares14.5K

Event2026-06-30

Filed2026-07-08

XYLD

GLOBAL X S&P 500 COVERED CALL ETF

-20.00%

Shares20.0K

Event2026-06-30

Filed2026-07-08

ECL

ECOLAB INC COM

-2.17%

Shares2.9K

Event2026-06-30

Filed2026-07-08

DOMINION RESOURCES INC

0.19%

Shares11.9K

Event2026-06-30

Filed2026-07-08

GBIL

ACCESS TREASURY 0-1 YEAR ETF

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-08

REGN

REGENERON PHARMACEUTICALS INC

-0.54%

Shares1.3K

Event2026-06-30

Filed2026-07-08

CRDO

CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES

New

Shares2.9K

Event2026-06-30

Filed2026-07-08

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

-0.45%

Shares19.8K

Event2026-06-30

Filed2026-07-08

NISOURCE INC COM

-1.10%

Shares16.7K

Event2026-06-30

Filed2026-07-08

LEN

LENNAR CORP CL A

17.07%

Shares8.7K

Event2026-06-30

Filed2026-07-08

ICE

INTERCONTINENTAL EXCH INTL

60.90%

Shares6.4K

Event2026-06-30

Filed2026-07-08

TTE

TOTALENERGIES SE ACT

8.68%

Shares10.1K

Event2026-06-30

Filed2026-07-08

MET

METLIFE INC COM

11.24%

Shares9.1K

Event2026-06-30

Filed2026-07-08

EBAY

EBAY INC

41.84%

Shares6.9K

Event2026-06-30

Filed2026-07-08

STATE STREET SPDR PORTFOLIO S&P 500 ETF

100.07%

Shares8.7K

Event2026-06-30

Filed2026-07-08

APD

AIR PRODUCTS AND CHEMICALS INC COM

5.69%

Shares2.6K

Event2026-06-30

Filed2026-07-08

FRDM

FREEDOM 100 EMERGING MARKETS ETF

New

Shares10.5K

Event2026-06-30

Filed2026-07-08

JOHNSON CTLS INC

13.06%

Shares5.2K

Event2026-06-30

Filed2026-07-08

IJT

ISHARES S&P SMALLCAP 600 GROWTH ETF

0.02%

Shares4.3K

Event2026-06-30

Filed2026-07-08

OBDC

BLUE OWL CAPITAL CORPORATION COM

4.83%

Shares69.2K

Event2026-06-30

Filed2026-07-08

VOTE

TCW TRANSFORM 500 ETF

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-08

MUFG

MITSUBISHI UFJ FINL GROUP INC SPONSORED

15.56%

Shares37.2K

Event2026-06-30

Filed2026-07-08

VCIT

VANGUARD INTERMEDIATE TERM CORP BOND FD ETF

-2.53%

Shares8.9K

Event2026-06-30

Filed2026-07-08

PYPL

PAYPAL HLDGS INC COM

0.86%

Shares16.9K

Event2026-06-30

Filed2026-07-08

CTAS

CINTAS CORP

-1.97%

Shares4.3K

Event2026-06-30

Filed2026-07-08

LPX

LOUISIANA PACIFIC

1.62%

Shares9.2K

Event2026-06-30

Filed2026-07-08

FELG

FIDELITY ENHANCED LARGE CAP GROWTH ETF

0.10%

Shares16.6K

Event2026-06-30

Filed2026-07-08

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

127.51%

Shares7.5K

Event2026-06-30

Filed2026-07-08

HBAN

HUNTINGTON BANCSHARES INC COM

4.41%

Shares40.1K

Event2026-06-30

Filed2026-07-08

VOT

VANGUARD MID-CAP GROWTH ETF

2.75%

Shares2.3K

Event2026-06-30

Filed2026-07-08

MDY

S & P MID CAP 400 DEP RCPTS MID CAP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

EQT

EQT CORP COM

18.56%

Shares13.2K

Event2026-06-30

Filed2026-07-08

ILMN

ILLUMINA INC

-3.22%

Shares4.0K

Event2026-06-30

Filed2026-07-08

JBL

JABIL CIRCUIT INC

17.94%

Shares1.8K

Event2026-06-30

Filed2026-07-08

FELC

FIDELITY ENHANCED LARGE CAP CORE ETF

0.19%

Shares16.6K

Event2026-06-30

Filed2026-07-08

ONB

OLD NATL BANCORP IND

10.44%

Shares26.7K

Event2026-06-30

Filed2026-07-08

TEL

TE CONNECTIVITY LTD

-0.29%

Shares3.4K

Event2026-06-30

Filed2026-07-08

BHP

BHP BILLITON LIMITED SPONSORED ADS

23.01%

Shares8.3K

Event2026-06-30

Filed2026-07-08

LHX

L3HARRIS TECHNOLOGIES INC COM

2.51%

Shares2.4K

Event2026-06-30

Filed2026-07-08

ANF

ABERCROMBIE & FITCH CO CL A

0.99%

Shares7.7K

Event2026-06-30

Filed2026-07-08

FAST

FASTENAL CO

8.79%

Shares14.3K

Event2026-06-30

Filed2026-07-08

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

-17.05%

Shares3.6K

Event2026-06-30

Filed2026-07-08

CAH

CARDINAL HEALTH INC

5.30%

Shares2.9K

Event2026-06-30

Filed2026-07-08

AJG

GALLAGHER ARTHUR J &CO

9.09%

Shares3.0K

Event2026-06-30

Filed2026-07-08

CONSTELLATION BRANDS INC CL A

9.90%

Shares4.8K

Event2026-06-30

Filed2026-07-08

CHAT

ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-08

INBK

FIRST INTERNET BANCORP

-1.61%

Shares24.2K

Event2026-06-30

Filed2026-07-08

SMCI

SUPER MICRO COMPUTER INC COM NEW

22.19%

Shares22.8K

Event2026-06-30

Filed2026-07-08

RLAY

RELAY THERAPEUTICS INC COM

-0.08%

Shares35.7K

Event2026-06-30

Filed2026-07-08

STT

STATE STR CORP COM

8.30%

Shares3.9K

Event2026-06-30

Filed2026-07-08

BANCO SANTANDER CENT HISP

11.79%

Shares47.9K

Event2026-06-30

Filed2026-07-08

STLD

STEEL DYNAMICS INC

-51.77%

Shares2.9K

Event2026-06-30

Filed2026-07-08

SOFI

SOFI TECHNOLOGIES INC COM

6.50%

Shares36.7K

Event2026-06-30

Filed2026-07-08

AIG

AMERICAN INTL GROUP INC COM NEW

-2.75%

Shares8.6K

Event2026-06-30

Filed2026-07-08

SHW

SHERWIN WILLIAMS CO COM

4.09%

Shares1.9K

Event2026-06-30

Filed2026-07-08

CARR

CARRIER GLOBAL CORPORATION COM

10.38%

Shares8.7K

Event2026-06-30

Filed2026-07-08

SPOTIFY TECHNOLOGY S A SHS

77.59%

Shares1.4K

Event2026-06-30

Filed2026-07-08

CME

CHICAGO MERCANTILE HLDGS INC

-8.53%

Shares2.9K

Event2026-06-30

Filed2026-07-08

INTERNATIONAL PAPER CO COM

10.88%

Shares16.6K

Event2026-06-30

Filed2026-07-08

BTI

BRITISH AMERICAN TOBACCO

25.05%

Shares10.2K

Event2026-06-30

Filed2026-07-08

PLANET LABS PBC COM CL A

5.77%

Shares19.0K

Event2026-06-30

Filed2026-07-08

MNST

MONSTER BEVERAGE CORP NEW COM

0.80%

Shares6.5K

Event2026-06-30

Filed2026-07-08

FTAI

FTAI AVIATION LTD SHS

-9.94%

Shares2.3K

Event2026-06-30

Filed2026-07-08

UBS

UBS AG NEW F

38.68%

Shares12.6K

Event2026-06-30

Filed2026-07-08

CLX

CLOROX CO DEL COM

-16.29%

Shares6.5K

Event2026-06-30

Filed2026-07-08

UNILEVER PLC SPON ADR NEW

6.65%

Shares10.2K

Event2026-06-30

Filed2026-07-08

WELL

WELLTOWER INC COM

1.38%

Shares2.7K

Event2026-06-30

Filed2026-07-08

UST

PROSHARES ULTRA 7-10 YEAR TREASURY

0.29%

Shares14.3K

Event2026-06-30

Filed2026-07-08

VST

VISTRA CORP COM

16.29%

Shares3.8K

Event2026-06-30

Filed2026-07-08

ESS

ESSEX PPTY TR REIT

4.32%

Shares2.1K

Event2026-06-30

Filed2026-07-08

FMBH

FIRST MID BANCSHARES INC COM

0.20%

Shares12.6K

Event2026-06-30

Filed2026-07-08

KHC

KRAFT HEINZ CO COM

11.79%

Shares25.4K

Event2026-06-30

Filed2026-07-08

TRANE TECHNOLOGIES PLC SHS

15.40%

Shares1.2K

Event2026-06-30

Filed2026-07-08

AXON

AXON ENTERPRISE INC COM

4.03%

Shares1.1K

Event2026-06-30

Filed2026-07-08

HSBC

HSBC HOLDINGS PLC SPONS ADR

1.39%

Shares6.2K

Event2026-06-30

Filed2026-07-08

CORTEVA INC COM

8.34%

Shares7.0K

Event2026-06-30

Filed2026-07-08

CEG

CONSTELLATION ENERGY CORP COM

2.27%

Shares2.3K

Event2026-06-30

Filed2026-07-08

NVT

NVENT ELEC PLC SHS

0.71%

Shares3.4K

Event2026-06-30

Filed2026-07-08

SDY

SPDR SER TR S&P DIVID ETF

0.42%

Shares3.8K

Event2026-06-30

Filed2026-07-08

SJNK

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF

0.00%

Shares23.0K

Event2026-06-30

Filed2026-07-08

OKE

ONEOK INC NEW COM

4.83%

Shares6.6K

Event2026-06-30

Filed2026-07-08

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

68.63%

Shares4.6K

Event2026-06-30

Filed2026-07-08

VCR

VANGUARD CONSUMER DISCRETIONARY

-12.20%

Shares1.4K

Event2026-06-30

Filed2026-07-08

SHM

STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF

-5.67%

Shares11.8K

Event2026-06-30

Filed2026-07-08

UBIQUITI INC COM

0.47%

Shares1.1K

Event2026-06-30

Filed2026-07-08

AMERIPRISE FINANCIAL INC.

4.22%

Shares1.2K

Event2026-06-30

Filed2026-07-08

BTC

GRAYSCALE BITCOIN MINI TRUST ETF

New

Shares21.4K

Event2026-06-30

Filed2026-07-08

NXG

NXG NEXTGEN INFRASTR INCM FD COM

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-08

URI

UNITED RENTALS INC COM

24.55%

Shares487

Event2026-06-30

Filed2026-07-08

NRG

NRG ENERGY INC NEW

7.78%

Shares3.8K

Event2026-06-30

Filed2026-07-08

TOYOTA MOTOR CORP ADS

-4.23%

Shares3.3K

Event2026-06-30

Filed2026-07-08

LNG

CHENIERE ENERGY INC COM NEW

-8.68%

Shares2.3K

Event2026-06-30

Filed2026-07-08

BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

6.74%

Shares23.0K

Event2026-06-30

Filed2026-07-08

HWM

HOWMET AEROSPACE INC COM

25.39%

Shares2.0K

Event2026-06-30

Filed2026-07-08

SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR

-1.54%

Shares10.1K

Event2026-06-30

Filed2026-07-08

VNQ

VANGUARD REIT INDEX ETF

-27.75%

Shares5.6K

Event2026-06-30

Filed2026-07-08

NTAP

NETAPP INC

5.36%

Shares3.5K

Event2026-06-30

Filed2026-07-08

GSK PLC SPONSORED ADR

5.53%

Shares10.1K

Event2026-06-30

Filed2026-07-08

PCAR

PACCAR INC COM

5.05%

Shares4.4K

Event2026-06-30

Filed2026-07-08

ACIO

APTUS COLLARED INVESTMENT OPPORTUNITY ETF

New

Shares11.4K

Event2026-06-30

Filed2026-07-08

ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS

24.33%

Shares11.6K

Event2026-06-30

Filed2026-07-08

NEM

NEWMONT CORP COM

-7.26%

Shares5.6K

Event2026-06-30

Filed2026-07-08

SMFG

SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098

24.19%

Shares22.2K

Event2026-06-30

Filed2026-07-08

COR

CENCORA INC COM

5.85%

Shares1.8K

Event2026-06-30

Filed2026-07-08

MSBI

MIDLAND STATES BANCORP INC COM

-11.86%

Shares16.7K

Event2026-06-30

Filed2026-07-08

PGR

PROGRESSIVE CORP COM

24.44%

Shares2.4K

Event2026-06-30

Filed2026-07-08

MRNA

MODERNA INC COM

1.30%

Shares7.4K

Event2026-06-30

Filed2026-07-08

MELI

MERCADOLIBRE INC

-7.27%

Shares306

Event2026-06-30

Filed2026-07-08

BAC-PL

BK OF AMERICA CORP 7.25 CNV PFD

-30.51%

Shares410

Event2026-06-30

Filed2026-07-08

CIEN

CIENA CORP COM NEW

11.98%

Shares1.0K

Event2026-06-30

Filed2026-07-08

WAB

WABTEC

9.13%

Shares1.9K

Event2026-06-30

Filed2026-07-08

VSS

VANGUARD FTSE ALL WORLD EX-US ETF

0.21%

Shares3.3K

Event2026-06-30

Filed2026-07-08

VGK

VANGUARD EUROPEAN

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-08

GWW

WW GRAINGER INC COM

26.10%

Shares372

Event2026-06-30

Filed2026-07-08

CCL

CARNIVAL CORP

New

Shares17.7K

Event2026-06-30

Filed2026-07-08

LUMENTUM HLDGS INC COM

New

Shares588

Event2026-06-30

Filed2026-07-08

FIX

COMFORT SYS USA INC COM

26.37%

Shares254

Event2026-06-30

Filed2026-07-08

PDI

PIMCO DYNAMIC INCOME FD SHS

0.52%

Shares30.0K

Event2026-06-30

Filed2026-07-08

UTILITIES SELECT SECTOR SPDR

0.82%

Shares11.0K

Event2026-06-30

Filed2026-07-08

LUV

SOUTHWEST AIRLS CO COM

21.81%

Shares9.6K

Event2026-06-30

Filed2026-07-08

ALIBABA GROUP HLDG LTD SPONSORED ADS

11.70%

Shares5.2K

Event2026-06-30

Filed2026-07-08

TWLO

TWILIO INC CL A

New

Shares2.4K

Event2026-06-30

Filed2026-07-08

SAP

SAP AKTIENGESELLSCHAFT ADR

66.47%

Shares3.2K

Event2026-06-30

Filed2026-07-08

CDNS

CADENCE DESIGN SYSTEM INC COM

34.54%

Shares1.3K

Event2026-06-30

Filed2026-07-08

TDG

TRANSDIGM GROUP INC COM DELAWARE

72.17%

Shares365

Event2026-06-30

Filed2026-07-08

ADM

ARCHER DANIELS MIDLAND CO COM

21.19%

Shares6.3K

Event2026-06-30

Filed2026-07-08

KEYS

KEYSIGHT TECHNOLOGIES INC COM

17.22%

Shares1.4K

Event2026-06-30

Filed2026-07-08

CNC

CENTENE CORP DEL

8.70%

Shares7.5K

Event2026-06-30

Filed2026-07-08

CONSOLIDATED EDISON INC COM

1.35%

Shares4.4K

Event2026-06-30

Filed2026-07-08

KKR

KKR & CO LP

16.07%

Shares5.3K

Event2026-06-30

Filed2026-07-08

QNITY ELECTRONICS INC COMMON STOCK

11.19%

Shares3.0K

Event2026-06-30

Filed2026-07-08

DEO

DIAGEO PLC

47.45%

Shares6.0K

Event2026-06-30

Filed2026-07-08

REGIONS FINANCIAL CORP NEW

3.92%

Shares15.8K

Event2026-06-30

Filed2026-07-08

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-08

UAL

UNITED CONTL HLDGS INC

25.32%

Shares3.5K

Event2026-06-30

Filed2026-07-08

FNDC

SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-08

RACE

FERRARI N V COM

25.12%

Shares1.3K

Event2026-06-30

Filed2026-07-08

WPC

WP CAREY INC COM

4.53%

Shares6.5K

Event2026-06-30

Filed2026-07-08

PRU

PRUDENTIAL FINL INC

-18.68%

Shares4.2K

Event2026-06-30

Filed2026-07-08

TMUS

T-MOBILE US INC COM

-16.41%

Shares2.7K

Event2026-06-30

Filed2026-07-08

BBVA

BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49

6.82%

Shares18.0K

Event2026-06-30

Filed2026-07-08

MPLX

MPLX LP COM UNIT REP LTD

-3.62%

Shares8.0K

Event2026-06-30

Filed2026-07-08

CASY

CASEYS GEN STORES INC COM

20.94%

Shares566

Event2026-06-30

Filed2026-07-08

BSX

BOSTON SCIENTIFIC CORP

-16.16%

Shares10.5K

Event2026-06-30

Filed2026-07-08

RIVIAN AUTOMOTIVE INC COM CL A

6.77%

Shares25.9K

Event2026-06-30

Filed2026-07-08

SCHB

SCHWAB U.S. BROAD MARKET ETF

-3.82%

Shares15.4K

Event2026-06-30

Filed2026-07-08

WBD

DISCOVERY HLDG CO

2.74%

Shares16.7K

Event2026-06-30

Filed2026-07-08

HYS

PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-08

KROGER CO COM

0.28%

Shares8.0K

Event2026-06-30

Filed2026-07-08

ADOBE SYS INC

-17.52%

Shares2.2K

Event2026-06-30

Filed2026-07-08

IYR

ISHARES US REAL ESTATE ETF

-5.32%

Shares4.3K

Event2026-06-30

Filed2026-07-08

CMCSA

COMCAST CORP NEW CL A

-28.24%

Shares18.0K

Event2026-06-30

Filed2026-07-08

LQD

ISHARES IBOXX CORPORATE BOND ETF

39.83%

Shares4.0K

Event2026-06-30

Filed2026-07-08

ESGE

ISHARES ESG AWARE MSCI EM ETF

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-08

NGG

NATIONAL GRID TRANSCO PLC

52.30%

Shares5.3K

Event2026-06-30

Filed2026-07-08

SPHQ

INVESCO S&P 500 QUALITY ETF

-2.22%

Shares4.8K

Event2026-06-30

Filed2026-07-08

IVLU

ISHARES MSCI INTL VALUE FACTOR ETF

2.35%

Shares10.4K

Event2026-06-30

Filed2026-07-08

ACWX

ISHARES MSCI ACWI EX US

-6.79%

Shares5.7K

Event2026-06-30

Filed2026-07-08

HYMB

STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF

-0.08%

Shares17.1K

Event2026-06-30

Filed2026-07-08

SPDW

SPDR S&P WORLD EX-US

2.68%

Shares18.0K

Event2026-06-30

Filed2026-07-08

APLD

APPLIED DIGITAL CORP COM NEW

-0.83%

Shares11.6K

Event2026-06-30

Filed2026-07-08

MCO

MOODYS CORP

15.27%

Shares951

Event2026-06-30

Filed2026-07-08

DHI

D R HORTON INC

8.08%

Shares2.6K

Event2026-06-30

Filed2026-07-08

XLV

HEALTH CARE SELECT SECTOR SPDR

0.11%

Shares2.7K

Event2026-06-30

Filed2026-07-08

VANGUARD RUSSELL 2000 ETF

-5.16%

Shares3.5K

Event2026-06-30

Filed2026-07-08

SHYD

VANECK SHORT HIGH YIELD MUNI ETF

0.00%

Shares18.6K

Event2026-06-30

Filed2026-07-08

IGM

ISHARES S&P NORTH AMER TECHNOLOGY

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-08

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

-8.22%

Shares5.3K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

STLD Call CallSTEEL DYNAMICS INC1.4K sharesnew addition2026-06-302026-07-08

ASTS Call CallAST SPACEMOBILE INC COM CL A3.3K sharesnew addition2026-06-302026-07-08

MU Call CallMICRON TECHNOLOGY200 shares0.00%2026-06-302026-07-08

ALIBABA GROUP HLDG LTD SPONSORED ADS Call CallALIBABA GROUP HLDG LTD SPONSORED ADS2.0K sharesnew addition2026-06-302026-07-08

XBI Call CallSTATE STREET SPDR S&P BIOTECH ETF900 sharesnew addition2026-06-302026-07-08

GLW Call CallCORNING INC COM500 sharesnew addition2026-06-302026-07-08

AMD Call CallADVANCED MICRO DEVICES INC COM200 shares-91.67%2026-06-302026-07-08

WMT Call CallWALMART INC COM800 shares0.00%2026-06-302026-07-08

SOUN Call CallSOUNDHOUND AI INC CLASS A COM12.0K sharesnew addition2026-06-302026-07-08

AMZN Call CallAMAZON.COM INC700 shares16.67%2026-06-302026-07-08

MSFT Call CallMICROSOFT700 shares0.00%2026-06-302026-07-08

WMB Call CallWILLIAMS COS INC COM700 sharesnew addition2026-06-302026-07-08

COIN Call CallCOINBASE GLOBAL INC COM CL A300 shares0.00%2026-06-302026-07-08

NVDA Call CallNVIDIA CORP600 shares200.00%2026-06-302026-07-08

SERVICENOW INC COM Call CallSERVICENOW INC COM200 sharesnew addition2026-06-302026-07-08

STRATEGY INC CL A NEW Call CallSTRATEGY INC CL A NEW400 shares-75.00%2026-06-302026-07-08

SPACE EXPLORATION TECHN CORP CLASS A COM STK Call CallSPACE EXPLORATION TECHN CORP CLASS A COM STK100 sharesnew addition2026-06-302026-07-08

IBIT Call CallISHARES BITCOIN TRUST ETF400 shares-42.86%2026-06-302026-07-08

NVO Call CallNOVO-NORDISK A/S ADR ADR CMN200 shares0.00%2026-06-302026-07-08

NETFLIX COM INC Call CallNETFLIX COM INC100 shares0.00%2026-06-302026-07-08

META PLATFORMS INC CL A Call CallMETA PLATFORMS INC CL A100 shares0.00%2026-06-302026-07-08

BROADCOM INC COM Call CallBROADCOM INC COM200 shares-71.43%2026-06-302026-07-08

TSLA Call CallTESLA MOTORS INC100 sharesnew addition2026-06-302026-07-08

STLD Call

STEEL DYNAMICS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-08

ASTS Call

AST SPACEMOBILE INC COM CL A

New

Shares3.3K

Event2026-06-30

Filed2026-07-08

MU Call

MICRON TECHNOLOGY

0.00%

Shares200

Event2026-06-30

Filed2026-07-08

ALIBABA GROUP HLDG LTD SPONSORED ADS Call

ALIBABA GROUP HLDG LTD SPONSORED ADS

New

Shares2.0K

Event2026-06-30

Filed2026-07-08

XBI Call

STATE STREET SPDR S&P BIOTECH ETF

New

Shares900

Event2026-06-30

Filed2026-07-08

GLW Call

CORNING INC COM

New

Shares500

Event2026-06-30

Filed2026-07-08

AMD Call

ADVANCED MICRO DEVICES INC COM

-91.67%

Shares200

Event2026-06-30

Filed2026-07-08

WMT Call

WALMART INC COM

0.00%

Shares800

Event2026-06-30

Filed2026-07-08

SOUN Call

SOUNDHOUND AI INC CLASS A COM

New

Shares12.0K

Event2026-06-30

Filed2026-07-08

AMZN Call

AMAZON.COM INC

16.67%

Shares700

Event2026-06-30

Filed2026-07-08

MSFT Call

MICROSOFT

0.00%

Shares700

Event2026-06-30

Filed2026-07-08

WMB Call

WILLIAMS COS INC COM

New

Shares700

Event2026-06-30

Filed2026-07-08

COIN Call

COINBASE GLOBAL INC COM CL A

0.00%

Shares300

Event2026-06-30

Filed2026-07-08

NVDA Call

NVIDIA CORP

200.00%

Shares600

Event2026-06-30

Filed2026-07-08

SERVICENOW INC COM Call

SERVICENOW INC COM

New

Shares200

Event2026-06-30

Filed2026-07-08

STRATEGY INC CL A NEW Call

STRATEGY INC CL A NEW

-75.00%

Shares400

Event2026-06-30

Filed2026-07-08

SPACE EXPLORATION TECHN CORP CLASS A COM STK Call

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares100

Event2026-06-30

Filed2026-07-08

IBIT Call

ISHARES BITCOIN TRUST ETF

-42.86%

Shares400

Event2026-06-30

Filed2026-07-08

NVO Call

NOVO-NORDISK A/S ADR ADR CMN

0.00%

Shares200

Event2026-06-30

Filed2026-07-08

NETFLIX COM INC Call

NETFLIX COM INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC CL A Call

META PLATFORMS INC CL A

0.00%

Shares100

Event2026-06-30

Filed2026-07-08

BROADCOM INC COM Call

BROADCOM INC COM

-71.43%

Shares200

Event2026-06-30

Filed2026-07-08

TSLA Call

TESLA MOTORS INC

New

Shares100

Event2026-06-30

Filed2026-07-08

Put Option Holdings

SPDR S&P 500 ETF Put PutSPDR S&P 500 ETF1.0K shares-41.18%2026-06-302026-07-08

BMO Put PutBANK OF MONTREAL800 sharesnew addition2026-06-302026-07-08

IBIT Put PutISHARES BITCOIN TRUST ETF4.0K sharesnew addition2026-06-302026-07-08

MRVL Put PutMARVELL TECHNOLOGY GROUP LTD300 sharesnew addition2026-06-302026-07-08

BAC Put PutBANK OF AMER CORP COM1.0K sharesnew addition2026-06-302026-07-08

QQQ Put PutPOWERSHARES QQQ TR200 sharesnew addition2026-06-302026-07-08

SPDR S&P 500 ETF Put

SPDR S&P 500 ETF

-41.18%

Shares1.0K

Event2026-06-30

Filed2026-07-08

BMO Put

BANK OF MONTREAL

New

Shares800

Event2026-06-30

Filed2026-07-08

IBIT Put

ISHARES BITCOIN TRUST ETF

New

Shares4.0K

Event2026-06-30

Filed2026-07-08

MRVL Put

MARVELL TECHNOLOGY GROUP LTD

New

Shares300

Event2026-06-30

Filed2026-07-08

BAC Put

BANK OF AMER CORP COM

New

Shares1.0K

Event2026-06-30

Filed2026-07-08

QQQ Put

POWERSHARES QQQ TR

New

Shares200

Event2026-06-30

Filed2026-07-08