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The Analysis of VALLEY NATIONAL ADVISERS INC's Holdings & P&L

Currently, VALLEY NATIONAL ADVISERS INC holds 1056 types of securities in its portfolio with a total value $899.8M. In the most recent quarter, they have increased their positions in KLAC (+32.3K shares, valued at $9.7M), VGT (+62.6K shares, valued at $7.5M), AAPL (+21.5K shares, valued at $6.2M); decreased their positions in MRVL (-16.2K shares, valued at $4.8M), VOT (-4.4K shares, valued at $1.3M), JQUA (-12.7K shares, valued at $917.4K); initiated new positions in N/A (+3.0K shares, valued at $663.9K), N/A (+3.0K shares, valued at $658.8K), CRS (+360 shares, valued at $222.1K).

1M P&L

+43.1M+5.41%

3M P&L

-39.3M-4.46%

HY P&L

-37.9M-4.31%

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/A530.0M

62.9%

2Semiconductor Equipment & Materials39.4M

4.7%

3Consumer Electronics36.3M

4.3%

Top Industries by Stock Count

1N/A284 stocks

30.1%

2Asset Management24 stocks

2.5%

3Semiconductors20 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR2.1M shares3.18%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR1.1M shares8.17%2026-06-302026-07-29

VTV VANGUARD INDEX FDS167.0K shares7.84%2026-06-302026-07-29

AAPL APPLE INC125.6K shares20.64%2026-06-302026-07-29

FELC FIDELITY COVINGTON TRUST770.0K shares-2.65%2026-06-302026-07-29

FBND FIDELITY MERRIMACK STR TR680.6K shares7.18%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR934.6K shares-0.39%2026-06-302026-07-29

SCHF SCHWAB STRATEGIC TR976.8K shares1.92%2026-06-302026-07-29

Sponsored

CGGR CAPITAL GROUP GROWTH ETF553.1K shares-2.06%2026-06-302026-07-29

LRCX LAM RESEARCH CORP59.2K shares-2.08%2026-06-302026-07-29

BOND PIMCO ETF TR275.6K shares6.76%2026-06-302026-07-29

IUSB ISHARES TR362.9K shares2.24%2026-06-302026-07-29

DFAI DIMENSIONAL ETF TRUST396.5K shares7.00%2026-06-302026-07-29

MSFT MICROSOFT CORP39.0K shares-3.67%2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR365.4K shares0.60%2026-06-302026-07-29

GARP ISHARES TR160.6K shares-0.85%2026-06-302026-07-29

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TSM TAIWAN SEMICONDUCTOR MANUFAC27.0K shares-2.54%2026-06-302026-07-29

GOOGL ALPHABET INC33.5K shares10.98%2026-06-302026-07-29

KLAC KLA CORP36.0K shares881.26%2026-06-302026-07-29

NEAR ISHARES U S ETF TR198.6K shares5.27%2026-06-302026-07-29

EMXC ISHARES INC93.1K shares3.24%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR281.1K shares-0.46%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC12.1K shares-2.20%2026-06-302026-07-29

AMZN AMAZON COM INC36.0K shares1.81%2026-06-302026-07-29

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VGT VANGUARD WORLD FD71.8K shares686.77%2026-06-302026-07-29

SCHE SCHWAB STRATEGIC TR227.8K shares7.00%2026-06-302026-07-29

NVDA NVIDIA CORPORATION40.4K shares17.62%2026-06-302026-07-29

LDUR PIMCO ETF TR80.1K shares26.64%2026-06-302026-07-29

SMH VANECK ETF TRUST10.0K shares-0.24%2026-06-302026-07-29

BROADCOM INC BROADCOM INC16.0K shares-1.74%2026-06-302026-07-29

LLY ELI LILLY & CO5.0K shares0.98%2026-06-302026-07-29

MRK MERCK & CO INC45.0K shares0.17%2026-06-302026-07-29

Sponsored

QQQ INVESCO QQQ TR7.5K shares28.88%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC9.4K shares3.52%2026-06-302026-07-29

VONG VANGUARD SCOTTSDALE FDS38.4K shares64.36%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL9.1K shares0.30%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR119.0K shares2.67%2026-06-302026-07-29

FMDE FIDELITY COVINGTON TRUST105.5K shares-6.92%2026-06-302026-07-29

MO ALTRIA GROUP INC59.3K shares-0.20%2026-06-302026-07-29

IMCG ISHARES TR40.7K shares-0.29%2026-06-302026-07-29

Sponsored

GILD GILEAD SCIENCES INC30.8K shares-1.06%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP7.6K shares-1.21%2026-06-302026-07-29

ADI ANALOG DEVICES INC9.5K shares-5.54%2026-06-302026-07-29

AMGN AMGEN INC10.3K shares-4.57%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.4K shares-0.94%2026-06-302026-07-29

VOE VANGUARD INDEX FDS18.7K shares0.54%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC19.6K shares-0.02%2026-06-302026-07-29

SDVY FIRST TR EXCHANGE TRADED FD81.8K shares2.43%2026-06-302026-07-29

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TT TRANE TECHNOLOGIES PLC6.7K shares-0.56%2026-06-302026-07-29

ABRDN FDS ABRDN FDS89.0K shares-0.76%2026-06-302026-07-29

MPWR MONOLITHIC PWR SYS INC2.3K shares1.51%2026-06-302026-07-29

APH AMPHENOL CORP18.2K shares0.42%2026-06-302026-07-29

BK BANK OF NY MELLON CORP22.0K shares-0.83%2026-06-302026-07-29

LOW LOWES COS INC14.3K shares16.70%2026-06-302026-07-29

GLD SPDR GOLD TR8.3K shares2.28%2026-06-302026-07-29

IJR ISHARES TR20.5K shares-8.60%2026-06-302026-07-29

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RSPT INVESCO EXCHANGE TRADED FD T46.9K shares0.00%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC7.2K shares0.12%2026-06-302026-07-29

CHRW C H ROBINSON WORLDWIDE IN15.0K shares-1.86%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC9.4K shares-63.33%2026-06-302026-07-29

WAB WABTEC10.2K shares-2.11%2026-06-302026-07-29

PH PARKER-HANNIFIN CORP2.8K shares0.76%2026-06-302026-07-29

VBK VANGUARD INDEX FDS7.4K shares-14.47%2026-06-302026-07-29

ISHARES TR ISHARES TR3.6K shares-1.78%2026-06-302026-07-29

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HLT HILTON WORLDWIDE HLDGS INC7.9K shares-1.57%2026-06-302026-07-29

AME AMETEK INC10.5K shares-1.28%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.4K shares-1.22%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC13.2K shares-2.06%2026-06-302026-07-29

JPST J P MORGAN EXCHANGE TRADED F49.5K shares-4.75%2026-06-302026-07-29

SCHC SCHWAB STRATEGIC TR51.4K shares-10.26%2026-06-302026-07-29

MCK MCKESSON CORP3.1K shares19.75%2026-06-302026-07-29

DRI DARDEN RESTAURANTS INC11.1K shares-1.31%2026-06-302026-07-29

Sponsored

APD AIR PRODUCTS AND CHEMICALS I7.8K shares-0.53%2026-06-302026-07-29

DIS DISNEY WALT CO23.2K shares-0.57%2026-06-302026-07-29

BKR BAKER HUGHES COMPANY40.1K shares-2.16%2026-06-302026-07-29

TEL TE CONNECTIVITY PLC11.0K shares18.73%2026-06-302026-07-29

SCHW SCHWAB CHARLES CORP23.9K shares-1.38%2026-06-302026-07-29

CCEP COCA-COLA EUROPACIFIC PARTNE22.0K shares-0.77%2026-06-302026-07-29

JQUA J P MORGAN EXCHANGE TRADED F30.3K shares-29.50%2026-06-302026-07-29

LII LENNOX INTL INC3.8K shares-0.78%2026-06-302026-07-29

Sponsored

IWF ISHARES TR17.4K shares300.00%2026-06-302026-07-29

ASML ASML HLDG NV1.1K shares3.65%2026-06-302026-07-29

TECB ISHARES TR29.0K shares-0.23%2026-06-302026-07-29

PHM PULTE GROUP INC15.1K shares-1.35%2026-06-302026-07-29

CHAT TIDAL TRUST II20.2K shares0.00%2026-06-302026-07-29

DHI D R HORTON INC12.0K shares-1.01%2026-06-302026-07-29

CIBR FIRST TR EXCHANGE-TRADED FD21.5K shares-0.61%2026-06-302026-07-29

TSLA TESLA INC4.6K shares14.36%2026-06-302026-07-29

Sponsored

PPL CORP PPL CORP52.5K shares-0.56%2026-06-302026-07-29

BLK BLACKROCK INC2.0K shares-5.52%2026-06-302026-07-29

EVR EVERCORE INC5.5K shares-1.88%2026-06-302026-07-29

RSG REPUBLIC SVCS INC8.7K shares-1.10%2026-06-302026-07-29

BX BLACKSTONE INC15.7K shares-5.59%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING IN8.2K shares0.18%2026-06-302026-07-29

HCA HCA HEALTHCARE INC4.7K shares-1.14%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS4.9K shares-0.65%2026-06-302026-07-29

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SYK STRYKER CORPORATION5.7K shares-0.92%2026-06-302026-07-29

IHDG WISDOMTREE TR33.6K shares7.02%2026-06-302026-07-29

CTAS CINTAS CORP10.1K shares-1.28%2026-06-302026-07-29

CAT CATERPILLAR INC1.6K shares-1.00%2026-06-302026-07-29

STE STERIS PLC8.0K shares-1.19%2026-06-302026-07-29

EFG ISHARES TR13.4K shares-0.03%2026-06-302026-07-29

MCD MCDONALDS CORP6.1K shares-5.48%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC13.9K shares5.50%2026-06-302026-07-29

Sponsored

CHUBB LIMITED CHUBB LIMITED4.7K shares0.17%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS10.1K shares0.31%2026-06-302026-07-29

COHR COHERENT CORP4.0K shares0.48%2026-06-302026-07-29

EPD ENTERPRISE PRODS PARTNERS L42.4K shares0.76%2026-06-302026-07-29

DE DEERE & CO2.4K shares0.33%2026-06-302026-07-29

XT ISHARES TR18.5K shares0.01%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-29

EMR EMERSON ELEC CO10.4K shares-7.04%2026-06-302026-07-29

Sponsored

CRM SALESFORCE INC9.4K shares-0.12%2026-06-302026-07-29

RMD RESMED INC7.5K shares-0.96%2026-06-302026-07-29

ABBVIE INC ABBVIE INC5.8K shares3.02%2026-06-302026-07-29

ROL ROLLINS INC34.7K shares1.22%2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND2.8K shares-1.04%2026-06-302026-07-29

DGRO ISHARES TR18.9K shares0.83%2026-06-302026-07-29

FNDX SCHWAB STRATEGIC TR45.8K shares-0.22%2026-06-302026-07-29

ORACLE CORP ORACLE CORP9.7K shares-5.93%2026-06-302026-07-29

Sponsored

PNR PENTAIR PLC18.5K shares-0.54%2026-06-302026-07-29

MGC VANGUARD WORLD FD5.0K shares0.00%2026-06-302026-07-29

XBI SPDR SERIES TRUST8.6K shares4.72%2026-06-302026-07-29

VUG VANGUARD INDEX FDS15.6K shares487.57%2026-06-302026-07-29

MELI MERCADOLIBRE INC787 shares0.00%2026-06-302026-07-29

IGV ISHARES TR14.7K shares-8.37%2026-06-302026-07-29

GOOG ALPHABET INC3.6K shares3.02%2026-06-302026-07-29

PAYC PAYCOM SOFTWARE INC10.0K shares0.02%2026-06-302026-07-29

Sponsored

JUST GOLDMAN SACHS ETF TR11.6K shares-0.78%2026-06-302026-07-29

NVS NOVARTIS AG7.8K shares-0.83%2026-06-302026-07-29

BR BROADRIDGE FINL SOLUTIONS IN8.7K shares0.49%2026-06-302026-07-29

ESGU ISHARES TR6.9K shares7.95%2026-06-302026-07-29

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC8.9K shares-14.36%2026-06-302026-07-29

WMT WALMART INC9.3K shares-26.08%2026-06-302026-07-29

COPX GLOBAL X FDS13.4K shares11.77%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS3.6K shares-0.08%2026-06-302026-07-29

Sponsored

AMD ADVANCED MICRO DEVICES INC1.7K shares52.67%2026-06-302026-07-29

UNP UNION PAC CORP3.7K shares-11.80%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON4.0K shares-0.83%2026-06-302026-07-29

GLW CORNING INC3.6K shares50.81%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC888 shares0.91%2026-06-302026-07-29

INTU INTUIT3.4K shares8.12%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP2.8K shares-0.04%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC755 shares103.50%2026-06-302026-07-29

Sponsored

QCOM QUALCOMM INC4.7K shares-1.09%2026-06-302026-07-29

MLPA GLOBAL X FDS16.0K shares-0.85%2026-06-302026-07-29

BA BOEING CO3.7K shares-4.05%2026-06-302026-07-29

WFC WELLS FARGO & CO9.7K shares1.40%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS3.4K shares0.00%2026-06-302026-07-29

ALLEGION PLC ALLEGION PLC5.5K shares-5.37%2026-06-302026-07-29

PG PROCTER & GAMBLE CO5.0K shares-4.66%2026-06-302026-07-29

SIXG ETF SER SOLUTIONS7.6K shares0.00%2026-06-302026-07-29

Sponsored

MDLZ MONDELEZ INTL INC12.0K shares-1.21%2026-06-302026-07-29

EUSB ISHARES TR15.7K shares2.02%2026-06-302026-07-29

VCEB VANGUARD WORLD FD10.8K shares-8.72%2026-06-302026-07-29

REGN REGENERON PHARMACEUTICALS1.1K shares-8.09%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC16.0K shares-3.93%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION3.5K shares0.37%2026-06-302026-07-29

BAC BANK OF AMER CORP11.7K shares5.01%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC3.0K sharesnew addition2026-06-302026-07-29

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.0K sharesnew addition2026-06-302026-07-29

COF CAPITAL ONE FINL CORP3.2K shares-1.10%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC9.0K shares0.22%2026-06-302026-07-29

MEAR ISHARES U S ETF TR12.8K shares17.03%2026-06-302026-07-29

FULT FULTON FINL CORP PA26.3K shares0.00%2026-06-302026-07-29

GE GE AEROSPACE1.7K shares0.71%2026-06-302026-07-29

USB US BANCORP10.5K shares-1.46%2026-06-302026-07-29

EAGG ISHARES TR13.0K shares1.31%2026-06-302026-07-29

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FDVV FIDELITY COVINGTON TRUST10.0K shares-13.12%2026-06-302026-07-29

VOT VANGUARD INDEX FDS1.9K shares-69.31%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO1.7K shares7.95%2026-06-302026-07-29

NOBL PROSHARES TR10.3K shares100.00%2026-06-302026-07-29

MS MORGAN STANLEY2.7K shares2.17%2026-06-302026-07-29

TER TERADYNE INC1.2K shares-0.09%2026-06-302026-07-29

IJS ISHARES TR4.0K shares0.00%2026-06-302026-07-29

PFS PROVIDENT FINL SVCS INC22.6K shares0.00%2026-06-302026-07-29

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PEP PEPSICO INC3.9K shares-7.63%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR2.6K shares-0.83%2026-06-302026-07-29

IBB ISHARES TR2.6K shares0.00%2026-06-302026-07-29

T AT&T INC23.9K shares6.35%2026-06-302026-07-29

ESGD ISHARES TR4.7K shares-0.04%2026-06-302026-07-29

HDV ISHARES TR17.6K shares409.09%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC1.9K shares-3.62%2026-06-302026-07-29

TFC TRUIST FINL CORP9.6K shares1.28%2026-06-302026-07-29

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION507 shares-4.34%2026-06-302026-07-29

CGDV CAPITAL GROUP DIVIDEND VALUE9.6K shares2.33%2026-06-302026-07-29

VCR VANGUARD WORLD FD1.2K shares0.00%2026-06-302026-07-29

GEV GE VERNOVA INC390 shares0.26%2026-06-302026-07-29

REMX VANECK ETF TRUST5.2K shares0.00%2026-06-302026-07-29

PAVE GLOBAL X FDS7.4K shares0.00%2026-06-302026-07-29

TXN TEXAS INSTRS INC1.4K shares1.47%2026-06-302026-07-29

IWR ISHARES TR3.9K shares0.00%2026-06-302026-07-29

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CMI CUMMINS INC598 shares-3.70%2026-06-302026-07-29

VO VANGUARD INDEX FDS5.2K shares300.00%2026-06-302026-07-29

FDN FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2026-06-302026-07-29

DIVB ISHARES TR6.5K shares2.37%2026-06-302026-07-29

MEDTRONIC PLC MEDTRONIC PLC5.1K shares-24.29%2026-06-302026-07-29

INTC INTEL CORP2.9K shares28.60%2026-06-302026-07-29

FITB FIFTH THIRD BANCORP7.0K shares0.21%2026-06-302026-07-29

TJX TJX COS INC NEW2.6K shares-21.04%2026-06-302026-07-29

Sponsored

MUNI PIMCO ETF TR7.4K shares34.99%2026-06-302026-07-29

LNG CHENIERE ENERGY INC1.6K shares248.48%2026-06-302026-07-29

SUSB ISHARES TR14.7K shares0.71%2026-06-302026-07-29

DVY ISHARES TR2.4K shares18.63%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC3.7K shares-5.06%2026-06-302026-07-29

CVX CHEVRON CORPORATION2.2K shares-0.54%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED712 shares-9.64%2026-06-302026-07-29

ITW ILLINOIS TOOL WKS INC1.3K shares1.67%2026-06-302026-07-29

Sponsored

NBIS NEBIUS GROUP N.V.1.3K shares0.00%2026-06-302026-07-29

CSX CSX CORP7.4K shares-2.20%2026-06-302026-07-29

FDL FIRST TR EXCHANGE-TRADED FD7.1K shares2.94%2026-06-302026-07-29

IJJ ISHARES TR2.3K shares0.00%2026-06-302026-07-29

VOO VANGUARD INDEX FDS495 shares0.00%2026-06-302026-07-29

IJT ISHARES TR1.8K shares0.00%2026-06-302026-07-29

AKRE PROFESIONALLY MANAGED PORTFO5.9K shares0.00%2026-06-302026-07-29

GCOW PACER FDS TR7.2K shares2.87%2026-06-302026-07-29

Sponsored

ARM ARM HOLDINGS PLC870 shares0.00%2026-06-302026-07-29

DWM WISDOMTREE TR4.0K shares0.00%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC861 shares68.16%2026-06-302026-07-29

KO COCA COLA CO3.6K shares0.87%2026-06-302026-07-29

IPKW INVESCO EXCH TRADED FD TR II5.1K shares24.11%2026-06-302026-07-29

HWM HOWMET AEROSPACE INC1.1K shares112.47%2026-06-302026-07-29

VISA INC VISA INC818 shares5.14%2026-06-302026-07-29

CME CME GROUP INC1.3K shares-2.01%2026-06-302026-07-29

Sponsored

HD HOME DEPOT INC767 shares-10.29%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO4.7K shares-1.23%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC3.0K shares-1.57%2026-06-302026-07-29

SPYV SPDR SERIES TRUST4.4K shares0.00%2026-06-302026-07-29

EQT EQT CORP4.9K shares256.08%2026-06-302026-07-29

ESGE ISHARES INC4.7K shares-0.13%2026-06-302026-07-29

NJR NEW JERSEY RES CORP4.5K shares0.00%2026-06-302026-07-29

VB VANGUARD INDEX FDS820 shares-50.09%2026-06-302026-07-29

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SBUX STARBUCKS CORP2.3K shares-5.06%2026-06-302026-07-29

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COP CONOCOPHILLIPS2.2K shares40.52%2026-06-302026-07-29

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VTEB VANGUARD MUN BD FDS511 shares0.00%2026-06-302026-07-29

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN239 shares1.70%2026-06-302026-07-29

AZO AUTOZONE INC8 shares-20.00%2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F411 shares0.00%2026-06-302026-07-29

TOL TOLL BROTHERS INC150 shares0.00%2026-06-302026-07-29

O REALTY INCOME CORP393 shares-4.15%2026-06-302026-07-29

SUB ISHARES TR226 shares0.00%2026-06-302026-07-29

VV VANGUARD INDEX FDS69 shares-96.65%2026-06-302026-07-29

MKL MARKEL GROUP INC12 shares0.00%2026-06-302026-07-29

Sponsored

SIGI SELECTIVE INS GROUP INC241 shares0.00%2026-06-302026-07-29

TPG TPG INC574 shares-5.75%2026-06-302026-07-29

MRNA MODERNA INC329 shares0.00%2026-06-302026-07-29

WTRG ESSENTIAL UTILS INC600 shares0.00%2026-06-302026-07-29

SCHX

SCHWAB STRATEGIC TR

3.18%

Shares2.1M

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

8.17%

Shares1.1M

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

7.84%

Shares167.0K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

20.64%

Shares125.6K

Event2026-06-30

Filed2026-07-29

FELC

FIDELITY COVINGTON TRUST

-2.65%

Shares770.0K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY MERRIMACK STR TR

7.18%

Shares680.6K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

-0.39%

Shares934.6K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

1.92%

Shares976.8K

Event2026-06-30

Filed2026-07-29

CGGR

CAPITAL GROUP GROWTH ETF

-2.06%

Shares553.1K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

-2.08%

Shares59.2K

Event2026-06-30

Filed2026-07-29

BOND

PIMCO ETF TR

6.76%

Shares275.6K

Event2026-06-30

Filed2026-07-29

IUSB

ISHARES TR

2.24%

Shares362.9K

Event2026-06-30

Filed2026-07-29

DFAI

DIMENSIONAL ETF TRUST

7.00%

Shares396.5K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-3.67%

Shares39.0K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

0.60%

Shares365.4K

Event2026-06-30

Filed2026-07-29

GARP

ISHARES TR

-0.85%

Shares160.6K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.54%

Shares27.0K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

10.98%

Shares33.5K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

881.26%

Shares36.0K

Event2026-06-30

Filed2026-07-29

NEAR

ISHARES U S ETF TR

5.27%

Shares198.6K

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC

3.24%

Shares93.1K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

-0.46%

Shares281.1K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

-2.20%

Shares12.1K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

1.81%

Shares36.0K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

686.77%

Shares71.8K

Event2026-06-30

Filed2026-07-29

SCHE

SCHWAB STRATEGIC TR

7.00%

Shares227.8K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

17.62%

Shares40.4K

Event2026-06-30

Filed2026-07-29

LDUR

PIMCO ETF TR

26.64%

Shares80.1K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

-0.24%

Shares10.0K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-1.74%

Shares16.0K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

0.98%

Shares5.0K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

0.17%

Shares45.0K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

28.88%

Shares7.5K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

3.52%

Shares9.4K

Event2026-06-30

Filed2026-07-29

VONG

VANGUARD SCOTTSDALE FDS

64.36%

Shares38.4K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.30%

Shares9.1K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

2.67%

Shares119.0K

Event2026-06-30

Filed2026-07-29

FMDE

FIDELITY COVINGTON TRUST

-6.92%

Shares105.5K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

-0.20%

Shares59.3K

Event2026-06-30

Filed2026-07-29

IMCG

ISHARES TR

-0.29%

Shares40.7K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

-1.06%

Shares30.8K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-1.21%

Shares7.6K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

-5.54%

Shares9.5K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-4.57%

Shares10.3K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-0.94%

Shares11.4K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

0.54%

Shares18.7K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

-0.02%

Shares19.6K

Event2026-06-30

Filed2026-07-29

SDVY

FIRST TR EXCHANGE TRADED FD

2.43%

Shares81.8K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

-0.56%

Shares6.7K

Event2026-06-30

Filed2026-07-29

ABRDN FDS

-0.76%

Shares89.0K

Event2026-06-30

Filed2026-07-29

MPWR

MONOLITHIC PWR SYS INC

1.51%

Shares2.3K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

0.42%

Shares18.2K

Event2026-06-30

Filed2026-07-29

BANK OF NY MELLON CORP

-0.83%

Shares22.0K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

16.70%

Shares14.3K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

2.28%

Shares8.3K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-8.60%

Shares20.5K

Event2026-06-30

Filed2026-07-29

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares46.9K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

0.12%

Shares7.2K

Event2026-06-30

Filed2026-07-29

CHRW

C H ROBINSON WORLDWIDE IN

-1.86%

Shares15.0K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

-63.33%

Shares9.4K

Event2026-06-30

Filed2026-07-29

WAB

WABTEC

-2.11%

Shares10.2K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

0.76%

Shares2.8K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

-14.47%

Shares7.4K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-1.78%

Shares3.6K

Event2026-06-30

Filed2026-07-29

HLT

HILTON WORLDWIDE HLDGS INC

-1.57%

Shares7.9K

Event2026-06-30

Filed2026-07-29

AME

AMETEK INC

-1.28%

Shares10.5K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-1.22%

Shares3.4K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

-2.06%

Shares13.2K

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

-4.75%

Shares49.5K

Event2026-06-30

Filed2026-07-29

SCHC

SCHWAB STRATEGIC TR

-10.26%

Shares51.4K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

19.75%

Shares3.1K

Event2026-06-30

Filed2026-07-29

DRI

DARDEN RESTAURANTS INC

-1.31%

Shares11.1K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

-0.53%

Shares7.8K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

-0.57%

Shares23.2K

Event2026-06-30

Filed2026-07-29

BKR

BAKER HUGHES COMPANY

-2.16%

Shares40.1K

Event2026-06-30

Filed2026-07-29

TEL

TE CONNECTIVITY PLC

18.73%

Shares11.0K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP

-1.38%

Shares23.9K

Event2026-06-30

Filed2026-07-29

CCEP

COCA-COLA EUROPACIFIC PARTNE

-0.77%

Shares22.0K

Event2026-06-30

Filed2026-07-29

JQUA

J P MORGAN EXCHANGE TRADED F

-29.50%

Shares30.3K

Event2026-06-30

Filed2026-07-29

LII

LENNOX INTL INC

-0.78%

Shares3.8K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

300.00%

Shares17.4K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

3.65%

Shares1.1K

Event2026-06-30

Filed2026-07-29

TECB

ISHARES TR

-0.23%

Shares29.0K

Event2026-06-30

Filed2026-07-29

PHM

PULTE GROUP INC

-1.35%

Shares15.1K

Event2026-06-30

Filed2026-07-29

CHAT

TIDAL TRUST II

0.00%

Shares20.2K

Event2026-06-30

Filed2026-07-29

DHI

D R HORTON INC

-1.01%

Shares12.0K

Event2026-06-30

Filed2026-07-29

CIBR

FIRST TR EXCHANGE-TRADED FD

-0.61%

Shares21.5K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

14.36%

Shares4.6K

Event2026-06-30

Filed2026-07-29

PPL CORP

-0.56%

Shares52.5K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

-5.52%

Shares2.0K

Event2026-06-30

Filed2026-07-29

EVR

EVERCORE INC

-1.88%

Shares5.5K

Event2026-06-30

Filed2026-07-29

RSG

REPUBLIC SVCS INC

-1.10%

Shares8.7K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

-5.59%

Shares15.7K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

0.18%

Shares8.2K

Event2026-06-30

Filed2026-07-29

HCA

HCA HEALTHCARE INC

-1.14%

Shares4.7K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-0.65%

Shares4.9K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

-0.92%

Shares5.7K

Event2026-06-30

Filed2026-07-29

IHDG

WISDOMTREE TR

7.02%

Shares33.6K

Event2026-06-30

Filed2026-07-29

CTAS

CINTAS CORP

-1.28%

Shares10.1K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-1.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

STE

STERIS PLC

-1.19%

Shares8.0K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES TR

-0.03%

Shares13.4K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-5.48%

Shares6.1K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

5.50%

Shares13.9K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

0.17%

Shares4.7K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

0.31%

Shares10.1K

Event2026-06-30

Filed2026-07-29

COHR

COHERENT CORP

0.48%

Shares4.0K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

0.76%

Shares42.4K

Event2026-06-30

Filed2026-07-29

DEERE & CO

0.33%

Shares2.4K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.01%

Shares18.5K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

-7.04%

Shares10.4K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

-0.12%

Shares9.4K

Event2026-06-30

Filed2026-07-29

RMD

RESMED INC

-0.96%

Shares7.5K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

3.02%

Shares5.8K

Event2026-06-30

Filed2026-07-29

ROL

ROLLINS INC

1.22%

Shares34.7K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

-1.04%

Shares2.8K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

0.83%

Shares18.9K

Event2026-06-30

Filed2026-07-29

FNDX

SCHWAB STRATEGIC TR

-0.22%

Shares45.8K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

-5.93%

Shares9.7K

Event2026-06-30

Filed2026-07-29

PNR

PENTAIR PLC

-0.54%

Shares18.5K

Event2026-06-30

Filed2026-07-29

MGC

VANGUARD WORLD FD

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

XBI

SPDR SERIES TRUST

4.72%

Shares8.6K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

487.57%

Shares15.6K

Event2026-06-30

Filed2026-07-29

MELI

MERCADOLIBRE INC

0.00%

Shares787

Event2026-06-30

Filed2026-07-29

IGV

ISHARES TR

-8.37%

Shares14.7K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

3.02%

Shares3.6K

Event2026-06-30

Filed2026-07-29

PAYC

PAYCOM SOFTWARE INC

0.02%

Shares10.0K

Event2026-06-30

Filed2026-07-29

JUST

GOLDMAN SACHS ETF TR

-0.78%

Shares11.6K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

-0.83%

Shares7.8K

Event2026-06-30

Filed2026-07-29

BROADRIDGE FINL SOLUTIONS IN

0.49%

Shares8.7K

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES TR

7.95%

Shares6.9K

Event2026-06-30

Filed2026-07-29

APOLLO GLOBAL MGMT INC

-14.36%

Shares8.9K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

-26.08%

Shares9.3K

Event2026-06-30

Filed2026-07-29

COPX

GLOBAL X FDS

11.77%

Shares13.4K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

-0.08%

Shares3.6K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

52.67%

Shares1.7K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

-11.80%

Shares3.7K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-0.83%

Shares4.0K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

50.81%

Shares3.6K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

0.91%

Shares888

Event2026-06-30

Filed2026-07-29

INTU

INTUIT

8.12%

Shares3.4K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

-0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

103.50%

Shares755

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

-1.09%

Shares4.7K

Event2026-06-30

Filed2026-07-29

MLPA

GLOBAL X FDS

-0.85%

Shares16.0K

Event2026-06-30

Filed2026-07-29

BOEING CO

-4.05%

Shares3.7K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

1.40%

Shares9.7K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

ALLEGION PLC

-5.37%

Shares5.5K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-4.66%

Shares5.0K

Event2026-06-30

Filed2026-07-29

SIXG

ETF SER SOLUTIONS

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

-1.21%

Shares12.0K

Event2026-06-30

Filed2026-07-29

EUSB

ISHARES TR

2.02%

Shares15.7K

Event2026-06-30

Filed2026-07-29

VCEB

VANGUARD WORLD FD

-8.72%

Shares10.8K

Event2026-06-30

Filed2026-07-29

REGN

REGENERON PHARMACEUTICALS

-8.09%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-3.93%

Shares16.0K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

0.37%

Shares3.5K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

5.01%

Shares11.7K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

-1.10%

Shares3.2K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

0.22%

Shares9.0K

Event2026-06-30

Filed2026-07-29

MEAR

ISHARES U S ETF TR

17.03%

Shares12.8K

Event2026-06-30

Filed2026-07-29

FULT

FULTON FINL CORP PA

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

0.71%

Shares1.7K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP

-1.46%

Shares10.5K

Event2026-06-30

Filed2026-07-29

EAGG

ISHARES TR

1.31%

Shares13.0K

Event2026-06-30

Filed2026-07-29

FDVV

FIDELITY COVINGTON TRUST

-13.12%

Shares10.0K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

-69.31%

Shares1.9K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

7.95%

Shares1.7K

Event2026-06-30

Filed2026-07-29

NOBL

PROSHARES TR

100.00%

Shares10.3K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

2.17%

Shares2.7K

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC

-0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

PFS

PROVIDENT FINL SVCS INC

0.00%

Shares22.6K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-7.63%

Shares3.9K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-0.83%

Shares2.6K

Event2026-06-30

Filed2026-07-29

IBB

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

AT&T INC

6.35%

Shares23.9K

Event2026-06-30

Filed2026-07-29

ESGD

ISHARES TR

-0.04%

Shares4.7K

Event2026-06-30

Filed2026-07-29

HDV

ISHARES TR

409.09%

Shares17.6K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

-3.62%

Shares1.9K

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP

1.28%

Shares9.6K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-4.34%

Shares507

Event2026-06-30

Filed2026-07-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.33%

Shares9.6K

Event2026-06-30

Filed2026-07-29

VCR

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

0.26%

Shares390

Event2026-06-30

Filed2026-07-29

REMX

VANECK ETF TRUST

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X FDS

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

1.47%

Shares1.4K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

-3.70%

Shares598

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

300.00%

Shares5.2K

Event2026-06-30

Filed2026-07-29

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

DIVB

ISHARES TR

2.37%

Shares6.5K

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC

-24.29%

Shares5.1K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

28.60%

Shares2.9K

Event2026-06-30

Filed2026-07-29

FITB

FIFTH THIRD BANCORP

0.21%

Shares7.0K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

-21.04%

Shares2.6K

Event2026-06-30

Filed2026-07-29

MUNI

PIMCO ETF TR

34.99%

Shares7.4K

Event2026-06-30

Filed2026-07-29

LNG

CHENIERE ENERGY INC

248.48%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SUSB

ISHARES TR

0.71%

Shares14.7K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

18.63%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

-5.06%

Shares3.7K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-0.54%

Shares2.2K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-9.64%

Shares712

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

1.67%

Shares1.3K

Event2026-06-30

Filed2026-07-29

NBIS

NEBIUS GROUP N.V.

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

-2.20%

Shares7.4K

Event2026-06-30

Filed2026-07-29

FDL

FIRST TR EXCHANGE-TRADED FD

2.94%

Shares7.1K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

0.00%

Shares495

Event2026-06-30

Filed2026-07-29

IJT

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

GCOW

PACER FDS TR

2.87%

Shares7.2K

Event2026-06-30

Filed2026-07-29

ARM

ARM HOLDINGS PLC

0.00%

Shares870

Event2026-06-30

Filed2026-07-29

DWM

WISDOMTREE TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

68.16%

Shares861

Event2026-06-30

Filed2026-07-29

COCA COLA CO

0.87%

Shares3.6K

Event2026-06-30

Filed2026-07-29

IPKW

INVESCO EXCH TRADED FD TR II

24.11%

Shares5.1K

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC

112.47%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VISA INC

5.14%

Shares818

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

-2.01%

Shares1.3K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-10.29%

Shares767

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

-1.23%

Shares4.7K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

-1.57%

Shares3.0K

Event2026-06-30

Filed2026-07-29

SPYV

SPDR SERIES TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-29

EQT

EQT CORP

256.08%

Shares4.9K

Event2026-06-30

Filed2026-07-29

ESGE

ISHARES INC

-0.13%

Shares4.7K

Event2026-06-30

Filed2026-07-29

NJR

NEW JERSEY RES CORP

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-50.09%

Shares820

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

-0.17%

Shares3.5K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

-0.14%

Shares735

Event2026-06-30

Filed2026-07-29

PRU

PRUDENTIAL FINL INC

0.27%

Shares2.2K

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW

-5.62%

Shares9.7K

Event2026-06-30

Filed2026-07-29

NVO

NOVO-NORDISK A S

-28.27%

Shares4.9K

Event2026-06-30

Filed2026-07-29

ARK ETF TR

17.43%

Shares5.6K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

-5.06%

Shares2.3K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

40.52%

Shares2.2K

Event2026-06-30

Filed2026-07-29

BARRICK MNG CORP

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-29

CRS

CARPENTER TECHNOLOGY CORP

New

Shares360

Event2026-06-30

Filed2026-07-29

MSM

MSC INDL DIRECT INC

-22.74%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ENERGY TRANSFER L P

7.41%

Shares11.5K

Event2026-06-30

Filed2026-07-29

IJK

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

0.03%

Shares6.2K

Event2026-06-30

Filed2026-07-29

VEEV

VEEVA SYS INC

-0.91%

Shares1.2K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

0.00%

Shares333

Event2026-06-30

Filed2026-07-29

IFRA

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

CRCL

CIRCLE INTERNET GROUP INC

7.43%

Shares3.3K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

-0.33%

Shares1.2K

Event2026-06-30

Filed2026-07-29

HUBB

HUBBELL INC

0.00%

Shares395

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL

-4.61%

Shares6.4K

Event2026-06-30

Filed2026-07-29

UNILEVER PLC

-2.05%

Shares3.4K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-14.73%

Shares8.4K

Event2026-06-30

Filed2026-07-29

ONTO

ONTO INNOVATION INC

8.79%

Shares532

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP

-1.01%

Shares393

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares399

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

-1.52%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

-40.36%

Shares201

Event2026-06-30

Filed2026-07-29

JBL

JABIL INC

New

Shares500

Event2026-06-30

Filed2026-07-29

EXC

EXELON CORP

1208.63%

Shares4.1K

Event2026-06-30

Filed2026-07-29

KGC

KINROSS GOLD CORP

-11.51%

Shares8.1K

Event2026-06-30

Filed2026-07-29

FNDB

SCHWAB STRATEGIC TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-29

SNPS

SYNOPSYS INC

-2.09%

Shares421

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

-5.02%

Shares2.5K

Event2026-06-30

Filed2026-07-29

KRE

SPDR SERIES TRUST

-6.15%

Shares2.4K

Event2026-06-30

Filed2026-07-29

AKAMAI TECHNOLOGIES INC

10714.29%

Shares1.5K

Event2026-06-30

Filed2026-07-29

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

XAR

SPDR SERIES TRUST

121.63%

Shares625

Event2026-06-30

Filed2026-07-29

ODFL

OLD DOMINION FREIGHT LINE IN

-12.54%

Shares816

Event2026-06-30

Filed2026-07-29

TPR

TAPESTRY INC

-6.94%

Shares1.2K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

-1.26%

Shares783

Event2026-06-30

Filed2026-07-29

FNCL

FIDELITY COVINGTON TRUST

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

376.85%

Shares515

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

0.00%

Shares922

Event2026-06-30

Filed2026-07-29

QTUM

ETF SER SOLUTIONS

2.50%

Shares1.0K

Event2026-06-30

Filed2026-07-29

TOTL

SSGA ACTIVE ETF TR

-4.97%

Shares4.3K

Event2026-06-30

Filed2026-07-29

THE CIGNA GROUP

-0.17%

Shares604

Event2026-06-30

Filed2026-07-29

SNY

SANOFI SA

-12.33%

Shares3.9K

Event2026-06-30

Filed2026-07-29

ACWI

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

PSCI

INVESCO EXCH TRADED FD TR II

0.00%

Shares880

Event2026-06-30

Filed2026-07-29

YUM

YUM BRANDS INC

-2.85%

Shares989

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP

2.23%

Shares1.5K

Event2026-06-30

Filed2026-07-29

JOHNSON CONTROLS INTERNATION

0.75%

Shares1.1K

Event2026-06-30

Filed2026-07-29

PJP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

HBAN

HUNTINGTON BANCSHARES INC

4.16%

Shares8.7K

Event2026-06-30

Filed2026-07-29

SEIC

SEI INVTS CO

-36.90%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CLS

CELESTICA INC

New

Shares402

Event2026-06-30

Filed2026-07-29

VIOV

VANGUARD ADMIRAL FDS INC

-2.65%

Shares1.2K

Event2026-06-30

Filed2026-07-29

XSMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.28%

Shares1.8K

Event2026-06-30

Filed2026-07-29

STLD

STEEL DYNAMICS INC

0.00%

Shares622

Event2026-06-30

Filed2026-07-29

PAYX

PAYCHEX INC

-0.82%

Shares1.5K

Event2026-06-30

Filed2026-07-29

3M CO

-1.13%

Shares873

Event2026-06-30

Filed2026-07-29

GGG

GRACO INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ADOBE INC

-24.89%

Shares667

Event2026-06-30

Filed2026-07-29

EFIV

SPDR SERIES TRUST

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

ROBO

EXCHANGE TRADED CONCEPTS TRU

200.19%

Shares1.6K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

1.52%

Shares268

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

1.91%

Shares481

Event2026-06-30

Filed2026-07-29

SCHZ

SCHWAB STRATEGIC TR

-16.57%

Shares5.8K

Event2026-06-30

Filed2026-07-29

BFLY

BUTTERFLY NETWORK INC

-29.69%

Shares15.6K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

0.79%

Shares513

Event2026-06-30

Filed2026-07-29

QUANTA SVCS INC

-11.88%

Shares178

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

-0.47%

Shares1.5K

Event2026-06-30

Filed2026-07-29

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares732

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

0.43%

Shares236

Event2026-06-30

Filed2026-07-29

WELL

WELLTOWER INC

0.57%

Shares531

Event2026-06-30

Filed2026-07-29

ARK ETF TR

0.00%

Shares903

Event2026-06-30

Filed2026-07-29

ENFR

ALPS ETF TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

CVMC

MORGAN STANLEY ETF TRUST

-10.53%

Shares1.6K

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

-2.24%

Shares3.5K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES TR

41.47%

Shares481

Event2026-06-30

Filed2026-07-29

FNDF

SCHWAB STRATEGIC TR

-1.12%

Shares2.2K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

-68.65%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SOLS

SOLSTICE ADVANCED MATLS INC

-1.62%

Shares1.3K

Event2026-06-30

Filed2026-07-29

THNQ

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP

2870.73%

Shares1.2K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

-2.65%

Shares257

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

4.27%

Shares782

Event2026-06-30

Filed2026-07-29

PRF

INVESCO EXCHANGE TRADED FD T

-82.71%

Shares2.0K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

0.89%

Shares905

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

TPYP

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

ELV

ELEVANCE HEALTH INC FORMERLY

-2.17%

Shares271

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

-12.77%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

-0.96%

Shares414

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

-1.64%

Shares1.4K

Event2026-06-30

Filed2026-07-29

WEYERHAEUSER CO

-42.97%

Shares4.2K

Event2026-06-30

Filed2026-07-29

MTX

MINERALS TECHNOLOGIES INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

RSPH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

VPU

VANGUARD WORLD FD

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

VRTX

VERTEX PHARMACEUTICALS INC

-1.55%

Shares191

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC

2.98%

Shares1.4K

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

104.81%

Shares213

Event2026-06-30

Filed2026-07-29

WSM

WILLIAMS SONOMA INC

-29.26%

Shares382

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

-19.50%

Shares929

Event2026-06-30

Filed2026-07-29

SUSA

ISHARES TR

0.00%

Shares564

Event2026-06-30

Filed2026-07-29

MDGL

MADRIGAL PHARMACEUTICALS INC

0.00%

Shares161

Event2026-06-30

Filed2026-07-29

ROYAL CARIBBEAN GROUP

3.92%

Shares265

Event2026-06-30

Filed2026-07-29

GSK PLC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

WTM

WHITE MTNS INS GROUP LTD

0.00%

Shares40

Event2026-06-30

Filed2026-07-29

IRM

IRON MTN INC DEL

0.15%

Shares656

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

-17.40%

Shares337

Event2026-06-30

Filed2026-07-29

CQP

CHENIERE ENERGY PARTNERS L P

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

RGTI

RIGETTI COMPUTING INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-29

TROW

PRICE T ROWE GROUP INC

-13.33%

Shares715

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

0.00%

Shares529

Event2026-06-30

Filed2026-07-29

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares781

Event2026-06-30

Filed2026-07-29

WOLF

WOLFSPEED INC

20.12%

Shares1.7K

Event2026-06-30

Filed2026-07-29

ETR

ENTERGY CORP NEW

6.40%

Shares698

Event2026-06-30

Filed2026-07-29

AFFIRM HLDGS INC

0.00%

Shares983

Event2026-06-30

Filed2026-07-29

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares455

Event2026-06-30

Filed2026-07-29

OMC

OMNICOM GROUP INC

-5.71%

Shares1.1K

Event2026-06-30

Filed2026-07-29

KHC

KRAFT HEINZ CO

-0.18%

Shares3.3K

Event2026-06-30

Filed2026-07-29

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares417

Event2026-06-30

Filed2026-07-29

RKT

ROCKET COS INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

CDNS

CADENCE DESIGN SYSTEM INC

7.89%

Shares205

Event2026-06-30

Filed2026-07-29

ISTB

ISHARES TR

-1.07%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

CARR

CARRIER GLOBAL CORPORATION

0.70%

Shares1.0K

Event2026-06-30

Filed2026-07-29

FNDA

SCHWAB STRATEGIC TR

-3.18%

Shares1.9K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

0.15%

Shares677

Event2026-06-30

Filed2026-07-29

CRWV

COREWEAVE INC

0.00%

Shares719

Event2026-06-30

Filed2026-07-29

BP PLC

7.45%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

4.05%

Shares771

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

0.00%

Shares170

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC NEW

26.27%

Shares793

Event2026-06-30

Filed2026-07-29

SPEM

SPDR INDEX SHS FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

KKR

KKR & CO INC

1.52%

Shares737

Event2026-06-30

Filed2026-07-29

FINX

GLOBAL X FDS

-7.03%

Shares2.7K

Event2026-06-30

Filed2026-07-29

EDIV

SPDR INDEX SHS FDS

567.08%

Shares1.6K

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

-1.94%

Shares1.6K

Event2026-06-30

Filed2026-07-29

CARLYLE GROUP INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

FBNC

FIRST BANCORP N C

2.67%

Shares999

Event2026-06-30

Filed2026-07-29

IBDR

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

EMN

EASTMAN CHEM CO

-1.38%

Shares928

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO

-13.73%

Shares1.3K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

0.00%

Shares370

Event2026-06-30

Filed2026-07-29

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares455

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

-13.81%

Shares156

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS INC

-11.46%

Shares139

Event2026-06-30

Filed2026-07-29

MLM

MARTIN MARIETTA MATLS INC

-28.06%

Shares100

Event2026-06-30

Filed2026-07-29

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

SYY

SYSCO CORP

-13.43%

Shares677

Event2026-06-30

Filed2026-07-29

SLB

SLB LIMITED

-1.63%

Shares1.2K

Event2026-06-30

Filed2026-07-29

APEI

AMERICAN PUB ED INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

AVY

AVERY DENNISON CORP

-10.24%

Shares342

Event2026-06-30

Filed2026-07-29

STOT

SSGA ACTIVE TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

HPE

HEWLETT PACKARD ENTERPRISE C

1.24%

Shares1.2K

Event2026-06-30

Filed2026-07-29

CRSP

CRISPR THERAPEUTICS AG

-9.09%

Shares1.0K

Event2026-06-30

Filed2026-07-29

CF INDUSTRIES HOLD

0.60%

Shares503

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP

2222.22%

Shares209

Event2026-06-30

Filed2026-07-29

DVN

DEVON ENERGY CORP NEW

-9.25%

Shares1.3K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

0.00%

Shares224

Event2026-06-30

Filed2026-07-29

NFG

NATIONAL FUEL GAS CO

0.00%

Shares700

Event2026-06-30

Filed2026-07-29

SNX

TD SYNNEX CORPORATION

0.00%

Shares202

Event2026-06-30

Filed2026-07-29

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

INGERSOLL RAND INC

-5.17%

Shares642

Event2026-06-30

Filed2026-07-29

DON

WISDOMTREE TR

0.00%

Shares930

Event2026-06-30

Filed2026-07-29

CAH

CARDINAL HEALTH INC

-17.23%

Shares221

Event2026-06-30

Filed2026-07-29

COR

CENCORA INC

-2.14%

Shares183

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares414

Event2026-06-30

Filed2026-07-29

SPG

SIMON PPTY GROUP INC NEW

1.32%

Shares230

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

9.65%

Shares125

Event2026-06-30

Filed2026-07-29

FTEC

FIDELITY COVINGTON TRUST

-49.00%

Shares178

Event2026-06-30

Filed2026-07-29

XJH

ISHARES TR

0.00%

Shares971

Event2026-06-30

Filed2026-07-29

CORTEVA INC

1.03%

Shares589

Event2026-06-30

Filed2026-07-29

PRNT

ARK ETF TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

DGX

QUEST DIAGNOSTICS INC

-2.52%

Shares232

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

6.35%

Shares536

Event2026-06-30

Filed2026-07-29

CNI

CANADIAN NATL RY CO

0.00%

Shares403

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCHANGE IN

-36.86%

Shares382

Event2026-06-30

Filed2026-07-29

AXON

AXON ENTERPRISE INC

40.68%

Shares83

Event2026-06-30

Filed2026-07-29

DOMINOS PIZZA INC

-39.77%

Shares156

Event2026-06-30

Filed2026-07-29

FBIN

FORTUNE BRANDS INNOVATIONS I

-8.01%

Shares838

Event2026-06-30

Filed2026-07-29

XLP

SELECT SECTOR SPDR TR

0.00%

Shares545

Event2026-06-30

Filed2026-07-29

CONSOLIDATED EDISON INC

0.00%

Shares406

Event2026-06-30

Filed2026-07-29

CONSTELLATION BRANDS INC

-10.80%

Shares322

Event2026-06-30

Filed2026-07-29

CRUS

CIRRUS LOGIC INC

New

Shares300

Event2026-06-30

Filed2026-07-29

CFG

CITIZENS FINL GROUP INC

3.13%

Shares627

Event2026-06-30

Filed2026-07-29

MET

METLIFE INC

13.60%

Shares518

Event2026-06-30

Filed2026-07-29

CBRS

CEREBRAS SYSTEMS INC

New

Shares195

Event2026-06-30

Filed2026-07-29

ABNB

AIRBNB INC

-50.98%

Shares301

Event2026-06-30

Filed2026-07-29

BHC

BAUSCH HEALTH COS INC

New

Shares8.6K

Event2026-06-30

Filed2026-07-29

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

AMT

AMERICAN TOWER CORP

243.84%

Shares251

Event2026-06-30

Filed2026-07-29

QNITY ELECTRONICS INC

1.21%

Shares251

Event2026-06-30

Filed2026-07-29

AON

AON PLC

121.82%

Shares122

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

-23.68%

Shares29

Event2026-06-30

Filed2026-07-29

IZRL

ARK ETF TR

-40.06%

Shares1.3K

Event2026-06-30

Filed2026-07-29

DLN

WISDOMTREE TR

0.00%

Shares410

Event2026-06-30

Filed2026-07-29

WMK

WEIS MKTS INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

New

Shares17

Event2026-06-30

Filed2026-07-29

EOG

EOG RES INC

10.82%

Shares297

Event2026-06-30

Filed2026-07-29

GEHC

GE HEALTHCARE TECHNOLOGIES I

-1.16%

Shares598

Event2026-06-30

Filed2026-07-29

HAL

HALLIBURTON CO

-17.52%

Shares1.1K

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC

0.95%

Shares319

Event2026-06-30

Filed2026-07-29

VTVT

VTV THERAPEUTICS INC

New

Shares980

Event2026-06-30

Filed2026-07-29

KBE

SPDR SERIES TRUST

0.00%

Shares528

Event2026-06-30

Filed2026-07-29

QSR

RESTAURANT BRANDS INTL INC

0.00%

Shares495

Event2026-06-30

Filed2026-07-29

RRR

RED ROCK RESORTS INC

0.37%

Shares549

Event2026-06-30

Filed2026-07-29

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

RFG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares540

Event2026-06-30

Filed2026-07-29

METV

LISTED FDS TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

0.00%

Shares443

Event2026-06-30

Filed2026-07-29

INCO

COLUMBIA ETF TR II

0.00%

Shares569

Event2026-06-30

Filed2026-07-29

BHP

BHP BILLITON LIMITED

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

REET

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

RZV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares222

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

BEP

BROOKFIELD RENEWABLE ENERGY

0.00%

Shares940

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares150

Event2026-06-30

Filed2026-07-29

DAL

DELTA AIR LINES INC

1.49%

Shares340

Event2026-06-30

Filed2026-07-29

EFX

EQUIFAX INC

New

Shares200

Event2026-06-30

Filed2026-07-29

NUE

NUCOR CORP

1.48%

Shares137

Event2026-06-30

Filed2026-07-29

HRB

BLOCK H & R INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-29

TORONTO DOMINION BK ONT

-10.07%

Shares250

Event2026-06-30

Filed2026-07-29

TSCO

TRACTOR SUPPLY CO

-2.54%

Shares958

Event2026-06-30

Filed2026-07-29

NLR

VANECK ETF TRUST

0.00%

Shares261

Event2026-06-30

Filed2026-07-29

SMLV

SPDR SERIES TRUST

0.00%

Shares191

Event2026-06-30

Filed2026-07-29

FLS

FLOWSERVE CORP

0.00%

Shares405

Event2026-06-30

Filed2026-07-29

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

FMS

FRESENIUS MEDICAL CARE AG

-5.23%

Shares1.3K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

54.02%

Shares2.1K

Event2026-06-30

Filed2026-07-29

BIPC

BROOKFIELD INFRASTRUCTURE CO

0.00%

Shares750

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

48.83%

Shares381

Event2026-06-30

Filed2026-07-29

OSCR

OSCAR HEALTH INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

FNDE

SCHWAB STRATEGIC TR

-0.84%

Shares710

Event2026-06-30

Filed2026-07-29

WBD

WARNER BROS DISCOVERY INC

6.16%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SPYD

SPDR SERIES TRUST

0.17%

Shares577

Event2026-06-30

Filed2026-07-29

AJG

GALLAGHER ARTHUR J & CO

-50.21%

Shares118

Event2026-06-30

Filed2026-07-29

RIO

RIO TINTO PLC

0.00%

Shares285

Event2026-06-30

Filed2026-07-29

AMRZ

AMRIZE LTD

0.00%

Shares506

Event2026-06-30

Filed2026-07-29

RJF

RAYMOND JAMES FINL INC

1.72%

Shares177

Event2026-06-30

Filed2026-07-29

SUNCOR ENERGY INC NEW

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

IVES

WEDBUSH SER TR

0.00%

Shares704

Event2026-06-30

Filed2026-07-29

LEN

LENNAR CORP

0.68%

Shares294

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

15.85%

Shares190

Event2026-06-30

Filed2026-07-29

QBTS

D-WAVE QUANTUM INC

15.87%

Shares1.1K

Event2026-06-30

Filed2026-07-29

EVRG

EVERGY INC

0.00%

Shares301

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

0.00%

Shares511

Event2026-06-30

Filed2026-07-29

PFG

PRINCIPAL FINANCIAL GROUP IN

1.70%

Shares239

Event2026-06-30

Filed2026-07-29

AZO

AUTOZONE INC

-20.00%

Shares8

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

0.00%

Shares411

Event2026-06-30

Filed2026-07-29

TOL

TOLL BROTHERS INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-29

REALTY INCOME CORP

-4.15%

Shares393

Event2026-06-30

Filed2026-07-29

SUB

ISHARES TR

0.00%

Shares226

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-96.65%

Shares69

Event2026-06-30

Filed2026-07-29

MKL

MARKEL GROUP INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-29

SIGI

SELECTIVE INS GROUP INC

0.00%

Shares241

Event2026-06-30

Filed2026-07-29

TPG

TPG INC

-5.75%

Shares574

Event2026-06-30

Filed2026-07-29

MRNA

MODERNA INC

0.00%

Shares329

Event2026-06-30

Filed2026-07-29

WTRG

ESSENTIAL UTILS INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available