Sponsored

The Analysis of Venture Visionary Partners LLC's Holdings & P&L

Currently, Venture Visionary Partners LLC holds 673 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in VUG (+773.3K shares, valued at $66.6M), VO (+599.8K shares, valued at $48.3M), N/A (+283.1K shares, valued at $17.4M); decreased their positions in LIN (-14.6K shares, valued at $7.6M), AMD (-10.5K shares, valued at $6.1M), IBDR (-201.7K shares, valued at $4.9M); initiated new positions in VONV (+60.5K shares, valued at $6.4M), DGCB (+68.1K shares, valued at $3.7M), CLX (+36.5K shares, valued at $3.5M).

1M P&L

+80.5M+2.97%

3M P&L

+49.8M+1.81%

HY P&L

-331.4M-10.60%

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/A1.3B

46.2%

2Internet Content & Information150.0M

5.2%

3Semiconductors133.1M

4.6%

Top Industries by Stock Count

1N/A258 stocks

43.0%

2Specialty Industrial Machinery16 stocks

2.7%

3Banks - Regional15 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC427.4K shares13.04%2026-06-302026-07-27

GOOGL ALPHABET INC270.7K shares2.12%2026-06-302026-07-27

QQQ INVESCO QQQ TR130.9K shares0.44%2026-06-302026-07-27

MSFT MICROSOFT CORP240.2K shares6.85%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T114.4K shares0.50%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO256.7K shares3.41%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T378.7K shares1.67%2026-06-302026-07-27

VUG VANGUARD INDEX FDS929.0K shares496.72%2026-06-302026-07-27

Sponsored

AMZN AMAZON COM INC300.4K shares2.27%2026-06-302026-07-27

IBDW ISHARES TR3.1M shares9.27%2026-06-302026-07-27

VO VANGUARD INDEX FDS785.8K shares322.50%2026-06-302026-07-27

NVDA NVIDIA CORPORATION311.7K shares10.54%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC104.9K shares7.97%2026-06-302026-07-27

BROADCOM INC BROADCOM INC106.7K shares7.76%2026-06-302026-07-27

VISA INC VISA INC110.7K shares5.42%2026-06-302026-07-27

GRNY TIDAL TRUST I1.3M shares0.94%2026-06-302026-07-27

Sponsored

RTX CORPORATION RTX CORPORATION187.0K shares4.67%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS224.2K shares0.43%2026-06-302026-07-27

IBDU ISHARES TR1.5M shares-0.15%2026-06-302026-07-27

ISHARES TR ISHARES TR348.1K shares26.12%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS82.3K shares0.69%2026-06-302026-07-27

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F485.3K shares140.07%2026-06-302026-07-27

GOOG ALPHABET INC81.6K shares3.92%2026-06-302026-07-27

VOO VANGUARD INDEX FDS41.2K shares4.06%2026-06-302026-07-27

Sponsored

IBDV ISHARES TR1.3M shares9.04%2026-06-302026-07-27

WMT WALMART INC235.3K shares6.79%2026-06-302026-07-27

VTV VANGUARD INDEX FDS121.9K shares6.18%2026-06-302026-07-27

IWD ISHARES TR107.7K shares0.66%2026-06-302026-07-27

CAT CATERPILLAR INC22.8K shares-6.14%2026-06-302026-07-27

CGDV CAPITAL GROUP DIVIDEND VALUE456.4K shares8.82%2026-06-302026-07-27

POWL POWELL INDS INC77.2K shares176.83%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR116.0K shares-4.06%2026-06-302026-07-27

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC28.4K shares-3.94%2026-06-302026-07-27

VRT VERTIV HOLDINGS CO64.6K shares-1.78%2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR669.6K shares-2.19%2026-06-302026-07-27

ARK ETF TR ARK ETF TR262.3K shares1.34%2026-06-302026-07-27

ISHARES TR ISHARES TR28.2K shares12.42%2026-06-302026-07-27

SPMO INVESCO EXCH TRADED FD TR II130.5K shares-7.50%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC36.1K shares-22.48%2026-06-302026-07-27

GEV GE VERNOVA INC17.7K shares25.82%2026-06-302026-07-27

Sponsored

TSLA TESLA INC48.3K shares4.27%2026-06-302026-07-27

LRCX LAM RESEARCH CORP46.5K shares2.34%2026-06-302026-07-27

RDDT REDDIT INC115.9K shares32.27%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL39.6K shares2.73%2026-06-302026-07-27

IJR ISHARES TR132.5K shares5.91%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC55.5K shares-4.85%2026-06-302026-07-27

EPI WISDOMTREE TR430.9K shares0.99%2026-06-302026-07-27

TLT ISHARES TR204.6K shares5.18%2026-06-302026-07-27

Sponsored

WTV WISDOMTREE TR173.1K shares5.39%2026-06-302026-07-27

SPMD SPDR SERIES TRUST257.9K shares-2.86%2026-06-302026-07-27

WELL WELLTOWER INC76.4K shares-0.12%2026-06-302026-07-27

MS MORGAN STANLEY81.5K shares9.64%2026-06-302026-07-27

LLY ELI LILLY & CO14.2K shares11.76%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED32.6K shares1.98%2026-06-302026-07-27

BLK BLACKROCK INC17.4K shares13.28%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON65.5K shares8.36%2026-06-302026-07-27

Sponsored

HOOD ROBINHOOD MKTS INC165.7K shares10.79%2026-06-302026-07-27

IMTM ISHARES TR311.1K shares6.86%2026-06-302026-07-27

IBDR ISHARES TR662.3K shares-23.34%2026-06-302026-07-27

AMGN AMGEN INC42.8K shares0.78%2026-06-302026-07-27

QCOM QUALCOMM INC81.0K shares-4.02%2026-06-302026-07-27

RF REGIONS FINANCIAL CORP NEW494.4K shares9.89%2026-06-302026-07-27

HD HOME DEPOT INC41.7K shares7.72%2026-06-302026-07-27

MCD MCDONALDS CORP53.6K shares100.01%2026-06-302026-07-27

Sponsored

PSX PHILLIPS 6685.4K shares5.16%2026-06-302026-07-27

ORACLE CORP ORACLE CORP98.4K shares23.26%2026-06-302026-07-27

CR CRANE COMPANY63.2K shares22.65%2026-06-302026-07-27

ANDE ANDERSONS INC205.3K shares-4.54%2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.194.8K shares-10.42%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR111.2K shares5.62%2026-06-302026-07-27

CHUBB LIMITED CHUBB LIMITED39.6K shares0.07%2026-06-302026-07-27

BAC BANK OF AMER CORP236.4K shares0.46%2026-06-302026-07-27

Sponsored

VV VANGUARD INDEX FDS38.9K shares0.77%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP97.6K shares7.47%2026-06-302026-07-27

XLC SELECT SECTOR SPDR TR120.4K shares1.81%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO37.9K shares60.10%2026-06-302026-07-27

APPLOVIN CORP APPLOVIN CORP24.9K shares0.96%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC138.9K shares-3.34%2026-06-302026-07-27

CVX CHEVRON CORPORATION73.1K shares0.49%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC101.6K shares10.81%2026-06-302026-07-27

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST135.7K shares1.69%2026-06-302026-07-27

IWF ISHARES TR94.6K shares292.02%2026-06-302026-07-27

JGRO J P MORGAN EXCHANGE TRADED F118.9K shares3.71%2026-06-302026-07-27

CINF CINCINNATI FINL CORP63.0K shares2.44%2026-06-302026-07-27

ITB ISHARES TR110.9K shares1.00%2026-06-302026-07-27

CGBL CAPITAL GROUP CORE BALANCED304.7K shares28.18%2026-06-302026-07-27

COF CAPITAL ONE FINL CORP57.6K shares7.44%2026-06-302026-07-27

DFAC DIMENSIONAL ETF TRUST254.5K shares55.78%2026-06-302026-07-27

Sponsored

EFA ISHARES TR108.2K shares1.90%2026-06-302026-07-27

IBDS ISHARES TR456.7K shares-20.28%2026-06-302026-07-27

PWRD TCW ETF TRUST87.1K shares6.05%2026-06-302026-07-27

ANET ARISTA NETWORKS INC62.9K shares33.27%2026-06-302026-07-27

SHOP SHOPIFY INC91.6K shares-1.28%2026-06-302026-07-27

PG PROCTER & GAMBLE CO69.4K shares-26.07%2026-06-302026-07-27

KRE SPDR SERIES TRUST130.4K shares11.10%2026-06-302026-07-27

ABBVIE INC ABBVIE INC38.7K shares11.54%2026-06-302026-07-27

Sponsored

VT VANGUARD INTL EQUITY INDEX F61.8K shares47.81%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION10.4K shares12.70%2026-06-302026-07-27

SPYG SPDR SERIES TRUST81.2K shares-1.97%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS40.4K shares-7.38%2026-06-302026-07-27

GLW CORNING INC37.3K shares3.27%2026-06-302026-07-27

CGGE CAPITAL GROUP GLOBAL EQUITY269.6K shares37.45%2026-06-302026-07-27

SBUX STARBUCKS CORP92.8K shares2.23%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC31.5K shares-30.27%2026-06-302026-07-27

Sponsored

AEP AMERICAN ELEC PWR CO INC66.0K shares-10.83%2026-06-302026-07-27

VB VANGUARD INDEX FDS29.6K shares-6.89%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP17.6K shares3.25%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC75.2K shares8.84%2026-06-302026-07-27

XLF SELECT SECTOR SPDR TR163.1K shares5.56%2026-06-302026-07-27

MO ALTRIA GROUP INC116.1K shares2.35%2026-06-302026-07-27

KO COCA COLA CO102.3K shares-6.46%2026-06-302026-07-27

IJH ISHARES TR106.4K shares21.02%2026-06-302026-07-27

Sponsored

VZ VERIZON COMMUNICATIONS INC190.1K shares10.00%2026-06-302026-07-27

MPC MARATHON PETE CORP31.5K shares3.88%2026-06-302026-07-27

IWM ISHARES TR26.4K shares-0.03%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC10.9K shares-7.62%2026-06-302026-07-27

SERVICENOW INC SERVICENOW INC77.1K shares35.53%2026-06-302026-07-27

CRDO CREDO TECHNOLOGY GROUP HOLDI28.0K shares-38.94%2026-06-302026-07-27

IWN ISHARES TR34.0K shares3.34%2026-06-302026-07-27

FITB FIFTH THIRD BANCORP133.0K shares11.53%2026-06-302026-07-27

Sponsored

SCHB SCHWAB STRATEGIC TR255.4K shares42.27%2026-06-302026-07-27

CGGR CAPITAL GROUP GROWTH ETF152.6K shares41.62%2026-06-302026-07-27

BKNG BOOKING HOLDINGS INC40.3K shares8837.25%2026-06-302026-07-27

VONG VANGUARD SCOTTSDALE FDS55.8K shares1103.67%2026-06-302026-07-27

BX BLACKSTONE INC60.4K shares14.53%2026-06-302026-07-27

AMERIPRISE FINL INC AMERIPRISE FINL INC15.4K shares-22.20%2026-06-302026-07-27

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares0.00%2026-06-302026-07-27

EEM ISHARES TR95.9K shares1.99%2026-06-302026-07-27

Sponsored

VYMI VANGUARD WHITEHALL FDS66.8K shares-0.99%2026-06-302026-07-27

USIG ISHARES TR127.5K shares467.14%2026-06-302026-07-27

VONV VANGUARD SCOTTSDALE FDS60.5K sharesnew addition2026-06-302026-07-27

ALL ALLSTATE CORP26.8K shares6.78%2026-06-302026-07-27

LOW LOWES COS INC28.7K shares-6.51%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F104.6K shares14.42%2026-06-302026-07-27

DIS DISNEY WALT CO64.2K shares0.21%2026-06-302026-07-27

LIN LINDE PLC11.7K shares-55.56%2026-06-302026-07-27

Sponsored

UPS UNITED PARCEL SVCS INC56.0K shares21.76%2026-06-302026-07-27

MRK MERCK & CO INC45.5K shares5.69%2026-06-302026-07-27

CGUS CAPITAL GROUP CORE EQUITY ET128.7K shares34.46%2026-06-302026-07-27

ETN EATON CORP PLC13.3K shares17.04%2026-06-302026-07-27

SPYD SPDR SERIES TRUST119.0K shares-0.03%2026-06-302026-07-27

PFFA ETFIS SER TR I272.0K shares9.99%2026-06-302026-07-27

DIA STATE STR SPDR DOW JONES IND10.6K shares0.04%2026-06-302026-07-27

FHN FIRST HORIZON CORPORATION216.1K shares0.19%2026-06-302026-07-27

Sponsored

INTC INTEL CORP39.6K shares-2.70%2026-06-302026-07-27

RYLD GLOBAL X FDS343.6K shares3.67%2026-06-302026-07-27

SPDW SPDR INDEX SHS FDS105.9K shares15.44%2026-06-302026-07-27

TFC TRUIST FINL CORP107.0K shares3.26%2026-06-302026-07-27

SPG SIMON PPTY GROUP INC NEW23.4K shares-1.24%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC5.1K shares1.94%2026-06-302026-07-27

MELI MERCADOLIBRE INC3.0K shares-5.32%2026-06-302026-07-27

FSLR FIRST SOLAR INC21.4K shares-44.38%2026-06-302026-07-27

Sponsored

CRM SALESFORCE INC32.2K shares-3.99%2026-06-302026-07-27

BA BOEING CO23.1K shares1.73%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC26.4K shares-1.37%2026-06-302026-07-27

IEMG ISHARES INC57.5K shares99.65%2026-06-302026-07-27

RKT ROCKET COS INC293.5K shares-11.62%2026-06-302026-07-27

URI UNITED RENTALS INC4.1K shares-3.30%2026-06-302026-07-27

PBR PETROLEO BRASILEIRO S A285.0K shares-12.83%2026-06-302026-07-27

SPHD INVESCO EXCH TRADED FD TR II89.1K shares0.06%2026-06-302026-07-27

Sponsored

VST VISTRA CORP28.5K shares-1.54%2026-06-302026-07-27

KKR KKR & CO INC48.3K shares-17.11%2026-06-302026-07-27

CGGO CAPITAL GROUP GBL GROWTH EQT104.3K shares36.85%2026-06-302026-07-27

IRM IRON MTN INC DEL34.4K shares-18.35%2026-06-302026-07-27

NOBL PROSHARES TR77.3K shares103.32%2026-06-302026-07-27

UNP UNION PAC CORP15.8K shares-2.13%2026-06-302026-07-27

FIX COMFORT SYS USA INC2.2K shares-2.44%2026-06-302026-07-27

NBIS NEBIUS GROUP N.V.15.5K shares-52.22%2026-06-302026-07-27

Sponsored

CGDG CAPITAL GROUP DIVIDEND GROWE111.9K shares37.01%2026-06-302026-07-27

PRU PRUDENTIAL FINL INC38.7K shares6.71%2026-06-302026-07-27

PEP PEPSICO INC30.8K shares16.53%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS56.9K shares4.92%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC8.3K shares147.21%2026-06-302026-07-27

PFE PFIZER INC161.5K shares1.31%2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC9.3K shares-4.50%2026-06-302026-07-27

ASTS AST SPACEMOBILE INC42.0K shares77.92%2026-06-302026-07-27

Sponsored

TXN TEXAS INSTRS INC12.5K shares35.39%2026-06-302026-07-27

DGCB DIMENSIONAL ETF TRUST68.1K sharesnew addition2026-06-302026-07-27

MAR MARRIOTT INTL INC NEW10.0K shares0.01%2026-06-302026-07-27

BKUI BNY MELLON ETF TRUST71.4K shares93.73%2026-06-302026-07-27

BLW BLACKROCK LTD DURATION INCOM279.3K shares-7.17%2026-06-302026-07-27

CLX CLOROX CO DEL36.5K sharesnew addition2026-06-302026-07-27

BXSL BLACKSTONE SECD LENDING FD146.0K shares0.00%2026-06-302026-07-27

ROK ROCKWELL AUTOMATION INC7.0K shares-10.38%2026-06-302026-07-27

Sponsored

GE GE AEROSPACE9.2K shares9.41%2026-06-302026-07-27

KMB KIMBERLY-CLARK CORP31.2K shares700.21%2026-06-302026-07-27

COP CONOCOPHILLIPS32.6K shares1.51%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS12.0K shares3.59%2026-06-302026-07-27

CARR CARRIER GLOBAL CORPORATION44.6K shares-0.12%2026-06-302026-07-27

GNRC GENERAC HLDGS INC11.1K shares-3.55%2026-06-302026-07-27

STLD STEEL DYNAMICS INC14.1K shares-8.25%2026-06-302026-07-27

MBB ISHARES TR33.8K sharesnew addition2026-06-302026-07-27

Sponsored

CFG CITIZENS FINL GROUP INC45.4K shares3.06%2026-06-302026-07-27

CGCB CAPITAL GRP FIXED INCM ETF T119.6K shares41.63%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO54.0K shares-0.08%2026-06-302026-07-27

FTNT FORTINET INC20.1K shares54.39%2026-06-302026-07-27

DE DEERE & CO4.7K shares-7.19%2026-06-302026-07-27

XPEL XPEL INC59.1K shares6.71%2026-06-302026-07-27

IBDT ISHARES TR114.8K shares0.08%2026-06-302026-07-27

RHP RYMAN HOSPITALITY PPTYS INC22.0K shares3.44%2026-06-302026-07-27

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T103.3K shares37.37%2026-06-302026-07-27

TJX TJX COS INC NEW18.4K shares36.41%2026-06-302026-07-27

KEY KEYCORP119.4K shares-2.84%2026-06-302026-07-27

ET ENERGY TRANSFER L P142.8K shares-1.59%2026-06-302026-07-27

NDAQ NASDAQ INC34.6K shares265.18%2026-06-302026-07-27

GBIL GOLDMAN SACHS ETF TR27.2K shares-3.55%2026-06-302026-07-27

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC8.2K shares11.64%2026-06-302026-07-27

WEN WENDYS CO317.7K shares121.78%2026-06-302026-07-27

Sponsored

USHY ISHARES TR70.3K shares574.62%2026-06-302026-07-27

JQC NUVEEN CR STRATEGIES INCOME535.5K shares0.00%2026-06-302026-07-27

ADI ANALOG DEVICES INC6.4K shares102.98%2026-06-302026-07-27

ISRG INTUITIVE SURGICAL INC6.3K shares44.36%2026-06-302026-07-27

PGR PROGRESSIVE CORP11.5K shares-9.92%2026-06-302026-07-27

EMB ISHARES TR25.9K shares194.31%2026-06-302026-07-27

IWR ISHARES TR22.6K shares-1.48%2026-06-302026-07-27

IWY ISHARES TR8.6K shares-0.89%2026-06-302026-07-27

Sponsored

DAL DELTA AIR LINES INC26.5K shares-2.17%2026-06-302026-07-27

PDO PIMCO DYNAMIC INCOME OPRNTS187.5K shares0.00%2026-06-302026-07-27

WFC WELLS FARGO & CO29.9K shares10.06%2026-06-302026-07-27

MP MP MATERIALS CORP44.0K shares-3.58%2026-06-302026-07-27

CGMM CAPITAL GROUP EQUITY ETF TR74.6K shares39.03%2026-06-302026-07-27

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS20.0K shares539.02%2026-06-302026-07-27

SCHM SCHWAB STRATEGIC TR65.4K shares0.93%2026-06-302026-07-27

VGT VANGUARD WORLD FD20.2K shares739.41%2026-06-302026-07-27

Sponsored

RPM RPM INTL INC21.6K shares0.01%2026-06-302026-07-27

SCHA SCHWAB STRATEGIC TR65.6K shares-9.48%2026-06-302026-07-27

HBAN HUNTINGTON BANCSHARES INC131.1K shares0.60%2026-06-302026-07-27

DEA EASTERLY GOVT PPTYS INC92.4K sharesnew addition2026-06-302026-07-27

UBER UBER TECHNOLOGIES INC31.8K shares1.92%2026-06-302026-07-27

DGRW WISDOMTREE TR23.8K shares-11.99%2026-06-302026-07-27

SOFI SOFI TECHNOLOGIES INC126.4K sharesnew addition2026-06-302026-07-27

MTZ MASTEC INC5.4K shares4.92%2026-06-302026-07-27

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IVW ISHARES TR16.3K shares5.50%2026-06-302026-07-27

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KMI KINDER MORGAN INC DEL67.6K shares-3.73%2026-06-302026-07-27

ISHARES TR ISHARES TR21.8K shares38.66%2026-06-302026-07-27

T AT&T INC103.7K shares13.01%2026-06-302026-07-27

CMS CMS ENERGY CORP27.5K shares-0.22%2026-06-302026-07-27

NE NOBLE CORP PLC55.9K shares-30.68%2026-06-302026-07-27

PCN PIMCO CORPORATE & INCM STRG173.4K shares0.00%2026-06-302026-07-27

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GBAB GUGGENHEIM TAXABLE MUNICP BO141.6K shares0.00%2026-06-302026-07-27

DGRO ISHARES TR27.0K shares17.14%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC1.8K shares58.63%2026-06-302026-07-27

CHAT TIDAL TRUST II20.3K shares-0.05%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX F23.8K shares-0.63%2026-06-302026-07-27

DJD INVESCO EXCHANGE TRADED FD T31.2K shares0.00%2026-06-302026-07-27

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR43.7K shares5.50%2026-06-302026-07-27

SMG SCOTTS MIRACLE-GRO CO28.8K shares5.20%2026-06-302026-07-27

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SMH VANECK ETF TRUST3.0K shares-1.49%2026-06-302026-07-27

SOUTHERN CO SOUTHERN CO20.4K shares-0.23%2026-06-302026-07-27

UPBD UPBOUND GROUP INC91.4K sharesnew addition2026-06-302026-07-27

UTF COHEN & STEERS INFRASTRUCTUR70.1K shares0.00%2026-06-302026-07-27

COWZ PACER FDS TR31.1K shares-1.29%2026-06-302026-07-27

BANCO SANTANDER SA BANCO SANTANDER SA139.9K shares0.05%2026-06-302026-07-27

FANG DIAMONDBACK ENERGY INC10.8K shares-1.48%2026-06-302026-07-27

RKLB ROCKET LAB CORP18.4K shares-34.86%2026-06-302026-07-27

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ABT ABBOTT LABORATORIES20.0K shares-1.57%2026-06-302026-07-27

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WASTE MGMT INC DEL WASTE MGMT INC DEL8.0K shares14.99%2026-06-302026-07-27

HONEYWELL INTL INC HONEYWELL INTL INC7.9K sharesnew addition2026-06-302026-07-27

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC8.0K sharesnew addition2026-06-302026-07-27

IWP ISHARES TR11.7K shares0.01%2026-06-302026-07-27

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CGCP CAPITAL GRP FIXED INCM ETF T75.9K shares37.39%2026-06-302026-07-27

LTC LTC PPTYS INC43.5K shares16.47%2026-06-302026-07-27

TT TRANE TECHNOLOGIES PLC3.4K shares143.48%2026-06-302026-07-27

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PSC PRINCIPAL EXCHANGE TRADED FD23.6K shares31.95%2026-06-302026-07-27

MUB ISHARES TR15.3K sharesnew addition2026-06-302026-07-27

HIMS HIMS & HERS HEALTH INC47.3K sharesnew addition2026-06-302026-07-27

3M CO 3M CO10.1K shares1.87%2026-06-302026-07-27

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MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.17.9K shares-6.17%2026-06-302026-07-27

SNOWFLAKE INC SNOWFLAKE INC6.4K shares-55.68%2026-06-302026-07-27

OTIS OTIS WORLDWIDE CORP22.6K shares-5.34%2026-06-302026-07-27

CGNG CAPITAL GROUP NEW GEOGRAPHY43.0K shares37.42%2026-06-302026-07-27

C CITIGROUP INC11.4K shares-2.22%2026-06-302026-07-27

IWX ISHARES TR15.2K shares0.74%2026-06-302026-07-27

FVD FIRST TR EXCHANGE-TRADED FD32.6K shares0.26%2026-06-302026-07-27

GLD SPDR GOLD TR4.2K shares0.36%2026-06-302026-07-27

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ICE INTERCONTINENTAL EXCHANGE IN12.6K shares-7.34%2026-06-302026-07-27

VLO VALERO ENERGY CORP5.9K shares-3.25%2026-06-302026-07-27

Q QNITY ELECTRONICS INC9.4K shares-15.49%2026-06-302026-07-27

OKE ONEOK INC NEW17.6K shares12.44%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II5.0K shares23.80%2026-06-302026-07-27

USB US BANCORP25.2K shares0.03%2026-06-302026-07-27

BE BLOOM ENERGY CORP5.0K sharesnew addition2026-06-302026-07-27

SNDK SANDISK CORP669 shares0.15%2026-06-302026-07-27

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SCHW SCHWAB CHARLES CORP16.4K shares-21.66%2026-06-302026-07-27

DVY ISHARES TR9.6K shares-7.37%2026-06-302026-07-27

EPRT ESSENTIAL PPTYS RLTY TR INC50.0K shares0.00%2026-06-302026-07-27

DFGP DIMENSIONAL ETF TRUST27.3K sharesnew addition2026-06-302026-07-27

NVS NOVARTIS AG9.4K shares-0.96%2026-06-302026-07-27

LZB LA Z BOY INC36.2K shares0.07%2026-06-302026-07-27

NEA NUVEEN AMT FREE QLTY MUN INC123.0K shares1.07%2026-06-302026-07-27

KLIP KRANESHARES TRUST62.8K shares6.67%2026-06-302026-07-27

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MDLZ MONDELEZ INTL INC24.5K shares0.28%2026-06-302026-07-27

FDX FEDEX CORP4.5K shares4.63%2026-06-302026-07-27

HUBB HUBBELL INC2.7K shares-4.15%2026-06-302026-07-27

MMC MARSH & MCLENNAN COS INC8.5K shares-14.24%2026-06-302026-07-27

DMO WESTERN ASSET MTG DEFINED OP125.0K shares0.04%2026-06-302026-07-27

XLI SELECT SECTOR SPDR TR7.1K shares42.27%2026-06-302026-07-27

F FORD MTR CO94.0K shares-2.53%2026-06-302026-07-27

PH PARKER-HANNIFIN CORP1.3K shares15.60%2026-06-302026-07-27

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IVE ISHARES TR5.7K shares4.91%2026-06-302026-07-27

NOC NORTHROP GRUMMAN CORP2.5K shares41.47%2026-06-302026-07-27

WEC WEC ENERGY GROUP INC10.8K shares-0.51%2026-06-302026-07-27

BNDX VANGUARD CHARLOTTE FDS26.0K shares37.82%2026-06-302026-07-27

JPST J P MORGAN EXCHANGE TRADED F24.8K shares0.00%2026-06-302026-07-27

IBDX ISHARES TR48.8K shares3.09%2026-06-302026-07-27

IUSG ISHARES TR6.5K shares-5.36%2026-06-302026-07-27

DUHP DIMENSIONAL ETF TRUST29.2K sharesnew addition2026-06-302026-07-27

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ASTRAZENECA PLC ASTRAZENECA PLC6.4K shares4.03%2026-06-302026-07-27

IAU ISHARES GOLD TR15.9K shares468.96%2026-06-302026-07-27

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DFSV DIMENSIONAL ETF TRUST30.8K sharesnew addition2026-06-302026-07-27

SATS ECHOSTAR CORP11.7K shares0.00%2026-06-302026-07-27

SCCO SOUTHERN COPPER CORP6.8K shares0.90%2026-06-302026-07-27

NVO NOVO-NORDISK A S24.7K shares-20.97%2026-06-302026-07-27

CGXU CAPITAL GROUP INTL FOCUS EQT33.8K shares0.00%2026-06-302026-07-27

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EWW ISHARES INC15.5K shares-0.68%2026-06-302026-07-27

FBTC FIDELITY WISE ORIGIN BITCOIN22.8K sharesnew addition2026-06-302026-07-27

QXO QXO INC67.2K shares-3.52%2026-06-302026-07-27

PLD PROLOGIS INC.8.5K shares127.37%2026-06-302026-07-27

QUANTA SVCS INC QUANTA SVCS INC1.6K sharesnew addition2026-06-302026-07-27

CL COLGATE PALMOLIVE CO12.6K shares-0.52%2026-06-302026-07-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II47.6K sharesnew addition2026-06-302026-07-27

ONEY SPDR SERIES TRUST8.7K shares0.00%2026-06-302026-07-27

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MEDTRONIC PLC MEDTRONIC PLC14.2K shares-14.83%2026-06-302026-07-27

DFIC DIMENSIONAL ETF TRUST29.8K sharesnew addition2026-06-302026-07-27

TE T1 ENERGY INC117.1K shares-43.04%2026-06-302026-07-27

SPLV INVESCO EXCH TRADED FD TR II14.7K shares112.97%2026-06-302026-07-27

WSBC WESBANCO INC27.6K shares0.04%2026-06-302026-07-27

IJK ISHARES TR9.2K shares0.01%2026-06-302026-07-27

TMO THERMO FISHER SCIENTIFIC INC2.1K shares-56.96%2026-06-302026-07-27

CVS CVS HEALTH CORP10.2K shares0.72%2026-06-302026-07-27

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DELL DELL TECHNOLOGIES INC2.4K shares-7.88%2026-06-302026-07-27

RSG REPUBLIC SVCS INC4.9K shares99.67%2026-06-302026-07-27

IGV ISHARES TR11.4K shares-80.01%2026-06-302026-07-27

HYG ISHARES TR12.9K shares1.85%2026-06-302026-07-27

EPD ENTERPRISE PRODS PARTNERS L27.6K shares0.09%2026-06-302026-07-27

IWO ISHARES TR2.6K shares0.00%2026-06-302026-07-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND8.1K shares-13.71%2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR6.3K shares3.48%2026-06-302026-07-27

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DVN DEVON ENERGY CORP NEW24.1K shares30.95%2026-06-302026-07-27

ADOBE INC ADOBE INC4.8K shares-6.13%2026-06-302026-07-27

TGT TARGET CORP7.6K shares-67.06%2026-06-302026-07-27

BP BP PLC26.6K shares0.11%2026-06-302026-07-27

NMZ NUVEEN MUN HIGH INCOME OPPOR92.6K shares31.90%2026-06-302026-07-27

IJJ ISHARES TR6.6K shares0.08%2026-06-302026-07-27

FMAO FARMERS & MERCHANTS BANCORP31.0K shares0.12%2026-06-302026-07-27

SCHX SCHWAB STRATEGIC TR32.1K shares0.13%2026-06-302026-07-27

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TEL TE CONNECTIVITY PLC4.7K shares-24.43%2026-06-302026-07-27

RIO RIO TINTO PLC9.8K shares-0.06%2026-06-302026-07-27

UAL UNITED AIRLS HLDGS INC6.8K sharesnew addition2026-06-302026-07-27

DUK DUKE ENERGY CORP NEW7.2K shares8.80%2026-06-302026-07-27

SYF SYNCHRONY FINANCIAL12.0K shares0.04%2026-06-302026-07-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL944 shares63.60%2026-06-302026-07-27

PNC PNC FINL SVCS GROUP INC3.7K shares24.16%2026-06-302026-07-27

DGX QUEST DIAGNOSTICS INC4.3K shares0.02%2026-06-302026-07-27

Sponsored

CME CME GROUP INC4.1K shares0.62%2026-06-302026-07-27

DHR DANAHER CORP DEL4.7K shares-10.90%2026-06-302026-07-27

VCIT VANGUARD SCOTTSDALE FDS10.7K shares-8.89%2026-06-302026-07-27

CMI CUMMINS INC1.2K shares14.21%2026-06-302026-07-27

GRNJ TIDAL TRUST III28.1K shares136.80%2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS14.9K sharesnew addition2026-06-302026-07-27

XLY SELECT SECTOR SPDR TR7.4K shares47.01%2026-06-302026-07-27

XOP SPDR SERIES TRUST5.6K shares-1.53%2026-06-302026-07-27

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EMR EMERSON ELEC CO6.0K shares8.68%2026-06-302026-07-27

UNM UNUM GROUP9.6K shares0.03%2026-06-302026-07-27

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP5.0K sharesnew addition2026-06-302026-07-27

NRG NRG ENERGY INC5.8K shares1.36%2026-06-302026-07-27

LNG CHENIERE ENERGY INC3.5K shares10.89%2026-06-302026-07-27

HSY HERSHEY CO4.8K shares-0.08%2026-06-302026-07-27

MGV VANGUARD WORLD FD5.1K shares5.90%2026-06-302026-07-27

CRWV COREWEAVE INC8.3K sharesnew addition2026-06-302026-07-27

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JLS NUVEEN MORTGAGE AND INCOME F46.8K shares0.05%2026-06-302026-07-27

ASML ASML HLDG NV408 shares-4.00%2026-06-302026-07-27

PPG PPG INDS INC6.7K shares11.78%2026-06-302026-07-27

DAVE DAVE INC2.1K sharesnew addition2026-06-302026-07-27

WHR WHIRLPOOL CORP20.2K shares-60.89%2026-06-302026-07-27

CORTEVA INC CORTEVA INC9.3K shares0.04%2026-06-302026-07-27

GD GENERAL DYNAMICS CORP2.2K shares15.14%2026-06-302026-07-27

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CI THE CIGNA GROUP2.8K shares36.59%2026-06-302026-07-27

SPXX NUVEEN S&P 500 DYNAMIC OVERW41.7K shares0.00%2026-06-302026-07-27

WDC WESTERN DIGITAL CORP1.2K shares3.49%2026-06-302026-07-27

DOMINION ENERGY INC DOMINION ENERGY INC11.3K shares-2.93%2026-06-302026-07-27

GILD GILEAD SCIENCES INC6.1K shares-2.30%2026-06-302026-07-27

DXYZ DESTINY TECH100 INC30.0K sharesnew addition2026-06-302026-07-27

SHW SHERWIN WILLIAMS CO2.2K shares-28.14%2026-06-302026-07-27

APD AIR PRODUCTS AND CHEMICALS I2.6K shares3.61%2026-06-302026-07-27

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CCL CARNIVAL CORP LTD26.7K sharesnew addition2026-06-302026-07-27

XLE SELECT SECTOR SPDR TR14.3K shares18.31%2026-06-302026-07-27

HWM HOWMET AEROSPACE INC2.8K shares30.19%2026-06-302026-07-27

MDY STATE STR SPDR S&P MIDCAP 401.1K shares-7.71%2026-06-302026-07-27

PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC92.3K shares12.00%2026-06-302026-07-27

CMCSA COMCAST CORP NEW30.4K shares-14.57%2026-06-302026-07-27

IHI ISHARES TR15.1K shares10.56%2026-06-302026-07-27

Sponsored

MET METLIFE INC8.7K shares18.09%2026-06-302026-07-27

IXUS ISHARES TR7.7K shares95.22%2026-06-302026-07-27

VXF VANGUARD INDEX FDS3.0K shares-0.83%2026-06-302026-07-27

EME EMCOR GROUP INC885 shares180.95%2026-06-302026-07-27

FBND FIDELITY MERRIMACK STR TR16.1K shares-3.18%2026-06-302026-07-27

NDSN NORDSON CORP2.4K shares0.04%2026-06-302026-07-27

KR KROGER CO13.0K shares0.56%2026-06-302026-07-27

PAG PENSKE AUTOMOTIVE GRP INC4.0K shares0.00%2026-06-302026-07-27

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ADVISORSHARES TR ADVISORSHARES TR140.5K shares-70.80%2026-06-302026-07-27

ADP AUTOMATIC DATA PROCESSING IN3.2K shares88.99%2026-06-302026-07-27

ECL ECOLAB INC2.5K shares-36.24%2026-06-302026-07-27

XRT SPDR SERIES TRUST8.1K shares0.00%2026-06-302026-07-27

PBF PBF ENERGY INC15.4K shares-2.54%2026-06-302026-07-27

CATH GLOBAL X FDS7.9K shares-10.02%2026-06-302026-07-27

ED CONSOLIDATED EDISON INC6.3K shares13.75%2026-06-302026-07-27

OI O-I GLASS INC71.5K shares0.00%2026-06-302026-07-27

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN6.3K shares0.08%2026-06-302026-07-27

NZF NUVEEN MUN CR INCOME FD53.2K shares-0.01%2026-06-302026-07-27

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP2.1K shares185.22%2026-06-302026-07-27

GM GENERAL MTRS CO8.7K shares0.05%2026-06-302026-07-27

AON AON PLC2.0K shares0.10%2026-06-302026-07-27

ALPS ETF TR ALPS ETF TR12.7K shares0.59%2026-06-302026-07-27

MPLX MPLX LP11.7K shares2.67%2026-06-302026-07-27

YUM YUM BRANDS INC4.1K shares2.97%2026-06-302026-07-27

Sponsored

AMT AMERICAN TOWER CORP4.0K shares-27.72%2026-06-302026-07-27

MCK MCKESSON CORP859 shares-7.03%2026-06-302026-07-27

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SPTL SPDR SERIES TRUST24.4K sharesnew addition2026-06-302026-07-27

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BF.B BROWN FORMAN CORP23.6K shares-0.12%2026-06-302026-07-27

CEG CONSTELLATION ENERGY CORP2.5K shares0.40%2026-06-302026-07-27

Sponsored

LQD ISHARES TR5.7K shares-0.53%2026-06-302026-07-27

OEF ISHARES TR1.7K shares-1.06%2026-06-302026-07-27

FXL FIRST TR EXCHANGE-TRADED FD2.8K shares-13.85%2026-06-302026-07-27

WPC WP CAREY INC8.5K shares-29.03%2026-06-302026-07-27

SBFG SB FINL GROUP INC24.0K shares0.24%2026-06-302026-07-27

JEPI J P MORGAN EXCHANGE TRADED F10.7K shares4.50%2026-06-302026-07-27

DTE DTE ENERGY CO4.0K shares0.03%2026-06-302026-07-27

MAS MASCO CORP7.3K shares0.12%2026-06-302026-07-27

Sponsored

LNT ALLIANT ENERGY CORP7.8K shares-31.54%2026-06-302026-07-27

FRME FIRST MERCHANTS CORP13.6K shares0.06%2026-06-302026-07-27

WTS WATTS WATER TECHNOLOGIES INC1.5K shares0.00%2026-06-302026-07-27

PKG PACKAGING CORP AMER2.5K shares0.33%2026-06-302026-07-27

MSI MOTOROLA SOLUTIONS INC1.4K shares-4.28%2026-06-302026-07-27

ATO ATMOS ENERGY CORP3.4K shares-1.05%2026-06-302026-07-27

JHML JOHN HANCOCK EXCHANGE TRADED6.5K shares0.00%2026-06-302026-07-27

TEMPUS AI INC TEMPUS AI INC10.0K sharesnew addition2026-06-302026-07-27

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CAH CARDINAL HEALTH INC2.4K shares23.40%2026-06-302026-07-27

KLAC KLA CORP1.9K shares960.00%2026-06-302026-07-27

SMR NUSCALE PWR CORP55.8K sharesnew addition2026-06-302026-07-27

APH AMPHENOL CORP3.2K shares73.21%2026-06-302026-07-27

CGHM CAPITAL GRP FIXED INCM ETF T21.5K shares1.04%2026-06-302026-07-27

Sponsored

IGM ISHARES TR3.4K shares-20.98%2026-06-302026-07-27

VFH VANGUARD WORLD FD4.2K shares8.84%2026-06-302026-07-27

STXV EA SERIES TRUST14.3K shares0.00%2026-06-302026-07-27

EOG EOG RES INC4.1K shares7.13%2026-06-302026-07-27

ARES CAPITAL CORP ARES CAPITAL CORP28.4K shares9.35%2026-06-302026-07-27

GAP GAP INC28.1K shares0.00%2026-06-302026-07-27

ARKB ARK 21SHARES BITCOIN ETF26.7K shares2.17%2026-06-302026-07-27

DFEM DIMENSIONAL ETF TRUST12.7K sharesnew addition2026-06-302026-07-27

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IQLT ISHARES TR10.2K shares-8.07%2026-06-302026-07-27

SLB SLB LIMITED10.8K shares-3.72%2026-06-302026-07-27

NKE NIKE INC12.1K shares2.23%2026-06-302026-07-27

OKLO OKLO INC9.5K shares-3.92%2026-06-302026-07-27

STXD EA SERIES TRUST12.5K shares0.00%2026-06-302026-07-27

XME SPDR SERIES TRUST4.6K shares-2.25%2026-06-302026-07-27

ENB ENBRIDGE INC9.1K shares-2.21%2026-06-302026-07-27

VRTX VERTEX PHARMACEUTICALS INC989 shares43.75%2026-06-302026-07-27

Sponsored

TROW PRICE T ROWE GROUP INC4.3K shares0.05%2026-06-302026-07-27

BSX BOSTON SCIENTIFIC CORP11.4K shares-32.23%2026-06-302026-07-27

VXUS VANGUARD STAR FDS5.7K sharesnew addition2026-06-302026-07-27

IYW ISHARES TR1.9K shares0.00%2026-06-302026-07-27

COR CENCORA INC1.7K shares0.12%2026-06-302026-07-27

SHEL SHELL PLC6.1K shares-1.00%2026-06-302026-07-27

USMV ISHARES TR4.9K shares5.01%2026-06-302026-07-27

RSPT INVESCO EXCHANGE TRADED FD T7.2K shares-14.71%2026-06-302026-07-27

Sponsored

SJM SMUCKER J M CO4.1K shares0.02%2026-06-302026-07-27

OXY OCCIDENTAL PETE CORP9.4K shares-7.54%2026-06-302026-07-27

LECO LINCOLN ELEC HLDGS INC1.7K shares0.00%2026-06-302026-07-27

VMBS VANGUARD SCOTTSDALE FDS9.8K sharesnew addition2026-06-302026-07-27

FTSL FIRST TR EXCHANGE-TRADED FD10.2K shares0.00%2026-06-302026-07-27

DFUV DIMENSIONAL ETF TRUST8.3K shares0.13%2026-06-302026-07-27

IWB ISHARES TR1.1K shares0.18%2026-06-302026-07-27

COIN COINBASE GLOBAL INC3.0K shares-66.73%2026-06-302026-07-27

Sponsored

VNQ VANGUARD INDEX FDS4.5K shares0.31%2026-06-302026-07-27

SPGP INVESCO EXCHANGE TRADED FD T3.6K shares0.00%2026-06-302026-07-27

ESLT ELBIT SYS LTD575 sharesnew addition2026-06-302026-07-27

TIPX SPDR SERIES TRUST22.8K sharesnew addition2026-06-302026-07-27

NFJ VIRTUS DIVIDEND INTEREST & P28.0K shares0.00%2026-06-302026-07-27

S&P GLOBAL INC S&P GLOBAL INC1.0K shares-3.26%2026-06-302026-07-27

MRLN MERLIN INC74.0K sharesnew addition2026-06-302026-07-27

NUE NUCOR CORP1.9K shares-18.67%2026-06-302026-07-27

Sponsored

VGSH VANGUARD SCOTTSDALE FDS7.2K sharesnew addition2026-06-302026-07-27

TRGP TARGA RES CORP1.6K shares1.84%2026-06-302026-07-27

BTCO INVESCO GALAXY BITCOIN ETF7.1K shares0.00%2026-06-302026-07-27

DIHP DIMENSIONAL ETF TRUST12.0K sharesnew addition2026-06-302026-07-27

AAPL

APPLE INC

13.04%

Shares427.4K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

2.12%

Shares270.7K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

0.44%

Shares130.9K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

6.85%

Shares240.2K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

0.50%

Shares114.4K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

3.41%

Shares256.7K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

1.67%

Shares378.7K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

496.72%

Shares929.0K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

2.27%

Shares300.4K

Event2026-06-30

Filed2026-07-27

IBDW

ISHARES TR

9.27%

Shares3.1M

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

322.50%

Shares785.8K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

10.54%

Shares311.7K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

7.97%

Shares104.9K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

7.76%

Shares106.7K

Event2026-06-30

Filed2026-07-27

VISA INC

5.42%

Shares110.7K

Event2026-06-30

Filed2026-07-27

GRNY

TIDAL TRUST I

0.94%

Shares1.3M

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

4.67%

Shares187.0K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

0.43%

Shares224.2K

Event2026-06-30

Filed2026-07-27

IBDU

ISHARES TR

-0.15%

Shares1.5M

Event2026-06-30

Filed2026-07-27

ISHARES TR

26.12%

Shares348.1K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.69%

Shares82.3K

Event2026-06-30

Filed2026-07-27

J P MORGAN EXCHANGE TRADED F

140.07%

Shares485.3K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

3.92%

Shares81.6K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

4.06%

Shares41.2K

Event2026-06-30

Filed2026-07-27

IBDV

ISHARES TR

9.04%

Shares1.3M

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

6.79%

Shares235.3K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

6.18%

Shares121.9K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

0.66%

Shares107.7K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

-6.14%

Shares22.8K

Event2026-06-30

Filed2026-07-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

8.82%

Shares456.4K

Event2026-06-30

Filed2026-07-27

POWL

POWELL INDS INC

176.83%

Shares77.2K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

-4.06%

Shares116.0K

Event2026-06-30

Filed2026-07-27

CROWDSTRIKE HLDGS INC

-3.94%

Shares28.4K

Event2026-06-30

Filed2026-07-27

VRT

VERTIV HOLDINGS CO

-1.78%

Shares64.6K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

-2.19%

Shares669.6K

Event2026-06-30

Filed2026-07-27

ARK ETF TR

1.34%

Shares262.3K

Event2026-06-30

Filed2026-07-27

ISHARES TR

12.42%

Shares28.2K

Event2026-06-30

Filed2026-07-27

SPMO

INVESCO EXCH TRADED FD TR II

-7.50%

Shares130.5K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

-22.48%

Shares36.1K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

25.82%

Shares17.7K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

4.27%

Shares48.3K

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

2.34%

Shares46.5K

Event2026-06-30

Filed2026-07-27

RDDT

REDDIT INC

32.27%

Shares115.9K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.73%

Shares39.6K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

5.91%

Shares132.5K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

-4.85%

Shares55.5K

Event2026-06-30

Filed2026-07-27

EPI

WISDOMTREE TR

0.99%

Shares430.9K

Event2026-06-30

Filed2026-07-27

TLT

ISHARES TR

5.18%

Shares204.6K

Event2026-06-30

Filed2026-07-27

WTV

WISDOMTREE TR

5.39%

Shares173.1K

Event2026-06-30

Filed2026-07-27

SPMD

SPDR SERIES TRUST

-2.86%

Shares257.9K

Event2026-06-30

Filed2026-07-27

WELL

WELLTOWER INC

-0.12%

Shares76.4K

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

9.64%

Shares81.5K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

11.76%

Shares14.2K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

1.98%

Shares32.6K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

13.28%

Shares17.4K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

8.36%

Shares65.5K

Event2026-06-30

Filed2026-07-27

HOOD

ROBINHOOD MKTS INC

10.79%

Shares165.7K

Event2026-06-30

Filed2026-07-27

IMTM

ISHARES TR

6.86%

Shares311.1K

Event2026-06-30

Filed2026-07-27

IBDR

ISHARES TR

-23.34%

Shares662.3K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

0.78%

Shares42.8K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

-4.02%

Shares81.0K

Event2026-06-30

Filed2026-07-27

REGIONS FINANCIAL CORP NEW

9.89%

Shares494.4K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

7.72%

Shares41.7K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

100.01%

Shares53.6K

Event2026-06-30

Filed2026-07-27

PSX

PHILLIPS 66

5.16%

Shares85.4K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

23.26%

Shares98.4K

Event2026-06-30

Filed2026-07-27

CRANE COMPANY

22.65%

Shares63.2K

Event2026-06-30

Filed2026-07-27

ANDE

ANDERSONS INC

-4.54%

Shares205.3K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

-10.42%

Shares194.8K

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

5.62%

Shares111.2K

Event2026-06-30

Filed2026-07-27

CHUBB LIMITED

0.07%

Shares39.6K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

0.46%

Shares236.4K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.77%

Shares38.9K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

7.47%

Shares97.6K

Event2026-06-30

Filed2026-07-27

XLC

SELECT SECTOR SPDR TR

1.81%

Shares120.4K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

60.10%

Shares37.9K

Event2026-06-30

Filed2026-07-27

APPLOVIN CORP

0.96%

Shares24.9K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

-3.34%

Shares138.9K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

0.49%

Shares73.1K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

10.81%

Shares101.6K

Event2026-06-30

Filed2026-07-27

SPDR SERIES TRUST

1.69%

Shares135.7K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

292.02%

Shares94.6K

Event2026-06-30

Filed2026-07-27

JGRO

J P MORGAN EXCHANGE TRADED F

3.71%

Shares118.9K

Event2026-06-30

Filed2026-07-27

CINF

CINCINNATI FINL CORP

2.44%

Shares63.0K

Event2026-06-30

Filed2026-07-27

ITB

ISHARES TR

1.00%

Shares110.9K

Event2026-06-30

Filed2026-07-27

CGBL

CAPITAL GROUP CORE BALANCED

28.18%

Shares304.7K

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP

7.44%

Shares57.6K

Event2026-06-30

Filed2026-07-27

DFAC

DIMENSIONAL ETF TRUST

55.78%

Shares254.5K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

1.90%

Shares108.2K

Event2026-06-30

Filed2026-07-27

IBDS

ISHARES TR

-20.28%

Shares456.7K

Event2026-06-30

Filed2026-07-27

PWRD

TCW ETF TRUST

6.05%

Shares87.1K

Event2026-06-30

Filed2026-07-27

ANET

ARISTA NETWORKS INC

33.27%

Shares62.9K

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

-1.28%

Shares91.6K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

-26.07%

Shares69.4K

Event2026-06-30

Filed2026-07-27

KRE

SPDR SERIES TRUST

11.10%

Shares130.4K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

11.54%

Shares38.7K

Event2026-06-30

Filed2026-07-27

VANGUARD INTL EQUITY INDEX F

47.81%

Shares61.8K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

12.70%

Shares10.4K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

-1.97%

Shares81.2K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

-7.38%

Shares40.4K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

3.27%

Shares37.3K

Event2026-06-30

Filed2026-07-27

CGGE

CAPITAL GROUP GLOBAL EQUITY

37.45%

Shares269.6K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

2.23%

Shares92.8K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

-30.27%

Shares31.5K

Event2026-06-30

Filed2026-07-27

AEP

AMERICAN ELEC PWR CO INC

-10.83%

Shares66.0K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-6.89%

Shares29.6K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

3.25%

Shares17.6K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

8.84%

Shares75.2K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

5.56%

Shares163.1K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

2.35%

Shares116.1K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

-6.46%

Shares102.3K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

21.02%

Shares106.4K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

10.00%

Shares190.1K

Event2026-06-30

Filed2026-07-27

MPC

MARATHON PETE CORP

3.88%

Shares31.5K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

-0.03%

Shares26.4K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

-7.62%

Shares10.9K

Event2026-06-30

Filed2026-07-27

SERVICENOW INC

35.53%

Shares77.1K

Event2026-06-30

Filed2026-07-27

CRDO

CREDO TECHNOLOGY GROUP HOLDI

-38.94%

Shares28.0K

Event2026-06-30

Filed2026-07-27

IWN

ISHARES TR

3.34%

Shares34.0K

Event2026-06-30

Filed2026-07-27

FITB

FIFTH THIRD BANCORP

11.53%

Shares133.0K

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

42.27%

Shares255.4K

Event2026-06-30

Filed2026-07-27

CGGR

CAPITAL GROUP GROWTH ETF

41.62%

Shares152.6K

Event2026-06-30

Filed2026-07-27

BKNG

BOOKING HOLDINGS INC

8837.25%

Shares40.3K

Event2026-06-30

Filed2026-07-27

VONG

VANGUARD SCOTTSDALE FDS

1103.67%

Shares55.8K

Event2026-06-30

Filed2026-07-27

BLACKSTONE INC

14.53%

Shares60.4K

Event2026-06-30

Filed2026-07-27

AMERIPRISE FINL INC

-22.20%

Shares15.4K

Event2026-06-30

Filed2026-07-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares9

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR

1.99%

Shares95.9K

Event2026-06-30

Filed2026-07-27

VYMI

VANGUARD WHITEHALL FDS

-0.99%

Shares66.8K

Event2026-06-30

Filed2026-07-27

USIG

ISHARES TR

467.14%

Shares127.5K

Event2026-06-30

Filed2026-07-27

VONV

VANGUARD SCOTTSDALE FDS

New

Shares60.5K

Event2026-06-30

Filed2026-07-27

ALL

ALLSTATE CORP

6.78%

Shares26.8K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

-6.51%

Shares28.7K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

14.42%

Shares104.6K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

0.21%

Shares64.2K

Event2026-06-30

Filed2026-07-27

LIN

LINDE PLC

-55.56%

Shares11.7K

Event2026-06-30

Filed2026-07-27

UPS

UNITED PARCEL SVCS INC

21.76%

Shares56.0K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

5.69%

Shares45.5K

Event2026-06-30

Filed2026-07-27

CGUS

CAPITAL GROUP CORE EQUITY ET

34.46%

Shares128.7K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

17.04%

Shares13.3K

Event2026-06-30

Filed2026-07-27

SPYD

SPDR SERIES TRUST

-0.03%

Shares119.0K

Event2026-06-30

Filed2026-07-27

PFFA

ETFIS SER TR I

9.99%

Shares272.0K

Event2026-06-30

Filed2026-07-27

DIA

STATE STR SPDR DOW JONES IND

0.04%

Shares10.6K

Event2026-06-30

Filed2026-07-27

FHN

FIRST HORIZON CORPORATION

0.19%

Shares216.1K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

-2.70%

Shares39.6K

Event2026-06-30

Filed2026-07-27

RYLD

GLOBAL X FDS

3.67%

Shares343.6K

Event2026-06-30

Filed2026-07-27

SPDW

SPDR INDEX SHS FDS

15.44%

Shares105.9K

Event2026-06-30

Filed2026-07-27

TFC

TRUIST FINL CORP

3.26%

Shares107.0K

Event2026-06-30

Filed2026-07-27

SPG

SIMON PPTY GROUP INC NEW

-1.24%

Shares23.4K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

1.94%

Shares5.1K

Event2026-06-30

Filed2026-07-27

MELI

MERCADOLIBRE INC

-5.32%

Shares3.0K

Event2026-06-30

Filed2026-07-27

FSLR

FIRST SOLAR INC

-44.38%

Shares21.4K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

-3.99%

Shares32.2K

Event2026-06-30

Filed2026-07-27

BOEING CO

1.73%

Shares23.1K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

-1.37%

Shares26.4K

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

99.65%

Shares57.5K

Event2026-06-30

Filed2026-07-27

RKT

ROCKET COS INC

-11.62%

Shares293.5K

Event2026-06-30

Filed2026-07-27

URI

UNITED RENTALS INC

-3.30%

Shares4.1K

Event2026-06-30

Filed2026-07-27

PBR

PETROLEO BRASILEIRO S A

-12.83%

Shares285.0K

Event2026-06-30

Filed2026-07-27

SPHD

INVESCO EXCH TRADED FD TR II

0.06%

Shares89.1K

Event2026-06-30

Filed2026-07-27

VST

VISTRA CORP

-1.54%

Shares28.5K

Event2026-06-30

Filed2026-07-27

KKR

KKR & CO INC

-17.11%

Shares48.3K

Event2026-06-30

Filed2026-07-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

36.85%

Shares104.3K

Event2026-06-30

Filed2026-07-27

IRM

IRON MTN INC DEL

-18.35%

Shares34.4K

Event2026-06-30

Filed2026-07-27

NOBL

PROSHARES TR

103.32%

Shares77.3K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

-2.13%

Shares15.8K

Event2026-06-30

Filed2026-07-27

FIX

COMFORT SYS USA INC

-2.44%

Shares2.2K

Event2026-06-30

Filed2026-07-27

NBIS

NEBIUS GROUP N.V.

-52.22%

Shares15.5K

Event2026-06-30

Filed2026-07-27

CGDG

CAPITAL GROUP DIVIDEND GROWE

37.01%

Shares111.9K

Event2026-06-30

Filed2026-07-27

PRU

PRUDENTIAL FINL INC

6.71%

Shares38.7K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

16.53%

Shares30.8K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

4.92%

Shares56.9K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

147.21%

Shares8.3K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

1.31%

Shares161.5K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

-4.50%

Shares9.3K

Event2026-06-30

Filed2026-07-27

ASTS

AST SPACEMOBILE INC

77.92%

Shares42.0K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

35.39%

Shares12.5K

Event2026-06-30

Filed2026-07-27

DGCB

DIMENSIONAL ETF TRUST

New

Shares68.1K

Event2026-06-30

Filed2026-07-27

MAR

MARRIOTT INTL INC NEW

0.01%

Shares10.0K

Event2026-06-30

Filed2026-07-27

BKUI

BNY MELLON ETF TRUST

93.73%

Shares71.4K

Event2026-06-30

Filed2026-07-27

BLW

BLACKROCK LTD DURATION INCOM

-7.17%

Shares279.3K

Event2026-06-30

Filed2026-07-27

CLX

CLOROX CO DEL

New

Shares36.5K

Event2026-06-30

Filed2026-07-27

BXSL

BLACKSTONE SECD LENDING FD

0.00%

Shares146.0K

Event2026-06-30

Filed2026-07-27

ROK

ROCKWELL AUTOMATION INC

-10.38%

Shares7.0K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

9.41%

Shares9.2K

Event2026-06-30

Filed2026-07-27

KMB

KIMBERLY-CLARK CORP

700.21%

Shares31.2K

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS

1.51%

Shares32.6K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

3.59%

Shares12.0K

Event2026-06-30

Filed2026-07-27

CARR

CARRIER GLOBAL CORPORATION

-0.12%

Shares44.6K

Event2026-06-30

Filed2026-07-27

GNRC

GENERAC HLDGS INC

-3.55%

Shares11.1K

Event2026-06-30

Filed2026-07-27

STLD

STEEL DYNAMICS INC

-8.25%

Shares14.1K

Event2026-06-30

Filed2026-07-27

MBB

ISHARES TR

New

Shares33.8K

Event2026-06-30

Filed2026-07-27

CFG

CITIZENS FINL GROUP INC

3.06%

Shares45.4K

Event2026-06-30

Filed2026-07-27

CGCB

CAPITAL GRP FIXED INCM ETF T

41.63%

Shares119.6K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

-0.08%

Shares54.0K

Event2026-06-30

Filed2026-07-27

FTNT

FORTINET INC

54.39%

Shares20.1K

Event2026-06-30

Filed2026-07-27

DEERE & CO

-7.19%

Shares4.7K

Event2026-06-30

Filed2026-07-27

XPEL

XPEL INC

6.71%

Shares59.1K

Event2026-06-30

Filed2026-07-27

IBDT

ISHARES TR

0.08%

Shares114.8K

Event2026-06-30

Filed2026-07-27

RHP

RYMAN HOSPITALITY PPTYS INC

3.44%

Shares22.0K

Event2026-06-30

Filed2026-07-27

CGMS

CAPITAL GRP FIXED INCM ETF T

37.37%

Shares103.3K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

36.41%

Shares18.4K

Event2026-06-30

Filed2026-07-27

KEY

KEYCORP

-2.84%

Shares119.4K

Event2026-06-30

Filed2026-07-27

ENERGY TRANSFER L P

-1.59%

Shares142.8K

Event2026-06-30

Filed2026-07-27

NDAQ

NASDAQ INC

265.18%

Shares34.6K

Event2026-06-30

Filed2026-07-27

GBIL

GOLDMAN SACHS ETF TR

-3.55%

Shares27.2K

Event2026-06-30

Filed2026-07-27

TRAVELERS COMPANIES INC

11.64%

Shares8.2K

Event2026-06-30

Filed2026-07-27

WEN

WENDYS CO

121.78%

Shares317.7K

Event2026-06-30

Filed2026-07-27

USHY

ISHARES TR

574.62%

Shares70.3K

Event2026-06-30

Filed2026-07-27

JQC

NUVEEN CR STRATEGIES INCOME

0.00%

Shares535.5K

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

102.98%

Shares6.4K

Event2026-06-30

Filed2026-07-27

ISRG

INTUITIVE SURGICAL INC

44.36%

Shares6.3K

Event2026-06-30

Filed2026-07-27

PGR

PROGRESSIVE CORP

-9.92%

Shares11.5K

Event2026-06-30

Filed2026-07-27

EMB

ISHARES TR

194.31%

Shares25.9K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

-1.48%

Shares22.6K

Event2026-06-30

Filed2026-07-27

IWY

ISHARES TR

-0.89%

Shares8.6K

Event2026-06-30

Filed2026-07-27

DAL

DELTA AIR LINES INC

-2.17%

Shares26.5K

Event2026-06-30

Filed2026-07-27

PDO

PIMCO DYNAMIC INCOME OPRNTS

0.00%

Shares187.5K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

10.06%

Shares29.9K

Event2026-06-30

Filed2026-07-27

MP MATERIALS CORP

-3.58%

Shares44.0K

Event2026-06-30

Filed2026-07-27

CGMM

CAPITAL GROUP EQUITY ETF TR

39.03%

Shares74.6K

Event2026-06-30

Filed2026-07-27

VANGUARD SCOTTSDALE FDS

539.02%

Shares20.0K

Event2026-06-30

Filed2026-07-27

SCHM

SCHWAB STRATEGIC TR

0.93%

Shares65.4K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

739.41%

Shares20.2K

Event2026-06-30

Filed2026-07-27

RPM

RPM INTL INC

0.01%

Shares21.6K

Event2026-06-30

Filed2026-07-27

SCHA

SCHWAB STRATEGIC TR

-9.48%

Shares65.6K

Event2026-06-30

Filed2026-07-27

HBAN

HUNTINGTON BANCSHARES INC

0.60%

Shares131.1K

Event2026-06-30

Filed2026-07-27

DEA

EASTERLY GOVT PPTYS INC

New

Shares92.4K

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC

1.92%

Shares31.8K

Event2026-06-30

Filed2026-07-27

DGRW

WISDOMTREE TR

-11.99%

Shares23.8K

Event2026-06-30

Filed2026-07-27

SOFI

SOFI TECHNOLOGIES INC

New

Shares126.4K

Event2026-06-30

Filed2026-07-27

MTZ

MASTEC INC

4.92%

Shares5.4K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

5.50%

Shares16.3K

Event2026-06-30

Filed2026-07-27

VOT

VANGUARD INDEX FDS

-0.51%

Shares7.2K

Event2026-06-30

Filed2026-07-27

KMI

KINDER MORGAN INC DEL

-3.73%

Shares67.6K

Event2026-06-30

Filed2026-07-27

ISHARES TR

38.66%

Shares21.8K

Event2026-06-30

Filed2026-07-27

AT&T INC

13.01%

Shares103.7K

Event2026-06-30

Filed2026-07-27

CMS

CMS ENERGY CORP

-0.22%

Shares27.5K

Event2026-06-30

Filed2026-07-27

NOBLE CORP PLC

-30.68%

Shares55.9K

Event2026-06-30

Filed2026-07-27

PCN

PIMCO CORPORATE & INCM STRG

0.00%

Shares173.4K

Event2026-06-30

Filed2026-07-27

GBAB

GUGGENHEIM TAXABLE MUNICP BO

0.00%

Shares141.6K

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

17.14%

Shares27.0K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

58.63%

Shares1.8K

Event2026-06-30

Filed2026-07-27

CHAT

TIDAL TRUST II

-0.05%

Shares20.3K

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F

-0.63%

Shares23.8K

Event2026-06-30

Filed2026-07-27

DJD

INVESCO EXCHANGE TRADED FD T

0.00%

Shares31.2K

Event2026-06-30

Filed2026-07-27

SELECT SECTOR SPDR TR

5.50%

Shares43.7K

Event2026-06-30

Filed2026-07-27

SMG

SCOTTS MIRACLE-GRO CO

5.20%

Shares28.8K

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

-1.49%

Shares3.0K

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

-0.23%

Shares20.4K

Event2026-06-30

Filed2026-07-27

UPBD

UPBOUND GROUP INC

New

Shares91.4K

Event2026-06-30

Filed2026-07-27

UTF

COHEN & STEERS INFRASTRUCTUR

0.00%

Shares70.1K

Event2026-06-30

Filed2026-07-27

COWZ

PACER FDS TR

-1.29%

Shares31.1K

Event2026-06-30

Filed2026-07-27

BANCO SANTANDER SA

0.05%

Shares139.9K

Event2026-06-30

Filed2026-07-27

FANG

DIAMONDBACK ENERGY INC

-1.48%

Shares10.8K

Event2026-06-30

Filed2026-07-27

RKLB

ROCKET LAB CORP

-34.86%

Shares18.4K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

-1.57%

Shares20.0K

Event2026-06-30

Filed2026-07-27

REALTY INCOME CORP

-2.59%

Shares29.2K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP

-0.13%

Shares37.7K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

14.99%

Shares8.0K

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC

New

Shares7.9K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares8.0K

Event2026-06-30

Filed2026-07-27

IWP

ISHARES TR

0.01%

Shares11.7K

Event2026-06-30

Filed2026-07-27

PRGO

PERRIGO CO PLC

New

Shares163.5K

Event2026-06-30

Filed2026-07-27

CGCP

CAPITAL GRP FIXED INCM ETF T

37.39%

Shares75.9K

Event2026-06-30

Filed2026-07-27

LTC

LTC PPTYS INC

16.47%

Shares43.5K

Event2026-06-30

Filed2026-07-27

TRANE TECHNOLOGIES PLC

143.48%

Shares3.4K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION

-10.64%

Shares5.3K

Event2026-06-30

Filed2026-07-27

PSC

PRINCIPAL EXCHANGE TRADED FD

31.95%

Shares23.6K

Event2026-06-30

Filed2026-07-27

MUB

ISHARES TR

New

Shares15.3K

Event2026-06-30

Filed2026-07-27

HIMS

HIMS & HERS HEALTH INC

New

Shares47.3K

Event2026-06-30

Filed2026-07-27

3M CO

1.87%

Shares10.1K

Event2026-06-30

Filed2026-07-27

MICROCHIP TECHNOLOGY INC.

-6.17%

Shares17.9K

Event2026-06-30

Filed2026-07-27

SNOWFLAKE INC

-55.68%

Shares6.4K

Event2026-06-30

Filed2026-07-27

OTIS

OTIS WORLDWIDE CORP

-5.34%

Shares22.6K

Event2026-06-30

Filed2026-07-27

CGNG

CAPITAL GROUP NEW GEOGRAPHY

37.42%

Shares43.0K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

-2.22%

Shares11.4K

Event2026-06-30

Filed2026-07-27

IWX

ISHARES TR

0.74%

Shares15.2K

Event2026-06-30

Filed2026-07-27

FVD

FIRST TR EXCHANGE-TRADED FD

0.26%

Shares32.6K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

0.36%

Shares4.2K

Event2026-06-30

Filed2026-07-27

ICE

INTERCONTINENTAL EXCHANGE IN

-7.34%

Shares12.6K

Event2026-06-30

Filed2026-07-27

VLO

VALERO ENERGY CORP

-3.25%

Shares5.9K

Event2026-06-30

Filed2026-07-27

QNITY ELECTRONICS INC

-15.49%

Shares9.4K

Event2026-06-30

Filed2026-07-27

OKE

ONEOK INC NEW

12.44%

Shares17.6K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

23.80%

Shares5.0K

Event2026-06-30

Filed2026-07-27

USB

US BANCORP

0.03%

Shares25.2K

Event2026-06-30

Filed2026-07-27

BLOOM ENERGY CORP

New

Shares5.0K

Event2026-06-30

Filed2026-07-27

SNDK

SANDISK CORP

0.15%

Shares669

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

-21.66%

Shares16.4K

Event2026-06-30

Filed2026-07-27

DVY

ISHARES TR

-7.37%

Shares9.6K

Event2026-06-30

Filed2026-07-27

EPRT

ESSENTIAL PPTYS RLTY TR INC

0.00%

Shares50.0K

Event2026-06-30

Filed2026-07-27

DFGP

DIMENSIONAL ETF TRUST

New

Shares27.3K

Event2026-06-30

Filed2026-07-27

NVS

NOVARTIS AG

-0.96%

Shares9.4K

Event2026-06-30

Filed2026-07-27

LZB

LA Z BOY INC

0.07%

Shares36.2K

Event2026-06-30

Filed2026-07-27

NEA

NUVEEN AMT FREE QLTY MUN INC

1.07%

Shares123.0K

Event2026-06-30

Filed2026-07-27

KLIP

KRANESHARES TRUST

6.67%

Shares62.8K

Event2026-06-30

Filed2026-07-27

MDLZ

MONDELEZ INTL INC

0.28%

Shares24.5K

Event2026-06-30

Filed2026-07-27

FDX

FEDEX CORP

4.63%

Shares4.5K

Event2026-06-30

Filed2026-07-27

HUBB

HUBBELL INC

-4.15%

Shares2.7K

Event2026-06-30

Filed2026-07-27

MMC

MARSH & MCLENNAN COS INC

-14.24%

Shares8.5K

Event2026-06-30

Filed2026-07-27

DMO

WESTERN ASSET MTG DEFINED OP

0.04%

Shares125.0K

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR

42.27%

Shares7.1K

Event2026-06-30

Filed2026-07-27

FORD MTR CO

-2.53%

Shares94.0K

Event2026-06-30

Filed2026-07-27

PARKER-HANNIFIN CORP

15.60%

Shares1.3K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

4.91%

Shares5.7K

Event2026-06-30

Filed2026-07-27

NOC

NORTHROP GRUMMAN CORP

41.47%

Shares2.5K

Event2026-06-30

Filed2026-07-27

WEC

WEC ENERGY GROUP INC

-0.51%

Shares10.8K

Event2026-06-30

Filed2026-07-27

BNDX

VANGUARD CHARLOTTE FDS

37.82%

Shares26.0K

Event2026-06-30

Filed2026-07-27

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-27

IBDX

ISHARES TR

3.09%

Shares48.8K

Event2026-06-30

Filed2026-07-27

IUSG

ISHARES TR

-5.36%

Shares6.5K

Event2026-06-30

Filed2026-07-27

DUHP

DIMENSIONAL ETF TRUST

New

Shares29.2K

Event2026-06-30

Filed2026-07-27

ASTRAZENECA PLC

4.03%

Shares6.4K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

468.96%

Shares15.9K

Event2026-06-30

Filed2026-07-27

NSC

NORFOLK SOUTHN CORP

-3.62%

Shares3.8K

Event2026-06-30

Filed2026-07-27

DFSV

DIMENSIONAL ETF TRUST

New

Shares30.8K

Event2026-06-30

Filed2026-07-27

SATS

ECHOSTAR CORP

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-27

SCCO

SOUTHERN COPPER CORP

0.90%

Shares6.8K

Event2026-06-30

Filed2026-07-27

NVO

NOVO-NORDISK A S

-20.97%

Shares24.7K

Event2026-06-30

Filed2026-07-27

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.00%

Shares33.8K

Event2026-06-30

Filed2026-07-27

EWW

ISHARES INC

-0.68%

Shares15.5K

Event2026-06-30

Filed2026-07-27

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares22.8K

Event2026-06-30

Filed2026-07-27

QXO

QXO INC

-3.52%

Shares67.2K

Event2026-06-30

Filed2026-07-27

PLD

PROLOGIS INC.

127.37%

Shares8.5K

Event2026-06-30

Filed2026-07-27

QUANTA SVCS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

COLGATE PALMOLIVE CO

-0.52%

Shares12.6K

Event2026-06-30

Filed2026-07-27

INVESCO EXCH TRADED FD TR II

New

Shares47.6K

Event2026-06-30

Filed2026-07-27

ONEY

SPDR SERIES TRUST

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC

-14.83%

Shares14.2K

Event2026-06-30

Filed2026-07-27

DFIC

DIMENSIONAL ETF TRUST

New

Shares29.8K

Event2026-06-30

Filed2026-07-27

T1 ENERGY INC

-43.04%

Shares117.1K

Event2026-06-30

Filed2026-07-27

SPLV

INVESCO EXCH TRADED FD TR II

112.97%

Shares14.7K

Event2026-06-30

Filed2026-07-27

WSBC

WESBANCO INC

0.04%

Shares27.6K

Event2026-06-30

Filed2026-07-27

IJK

ISHARES TR

0.01%

Shares9.2K

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

-56.96%

Shares2.1K

Event2026-06-30

Filed2026-07-27

CVS

CVS HEALTH CORP

0.72%

Shares10.2K

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC

-7.88%

Shares2.4K

Event2026-06-30

Filed2026-07-27

RSG

REPUBLIC SVCS INC

99.67%

Shares4.9K

Event2026-06-30

Filed2026-07-27

IGV

ISHARES TR

-80.01%

Shares11.4K

Event2026-06-30

Filed2026-07-27

HYG

ISHARES TR

1.85%

Shares12.9K

Event2026-06-30

Filed2026-07-27

EPD

ENTERPRISE PRODS PARTNERS L

0.09%

Shares27.6K

Event2026-06-30

Filed2026-07-27

IWO

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-27

ACCENTURE PLC IRELAND

-13.71%

Shares8.1K

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

3.48%

Shares6.3K

Event2026-06-30

Filed2026-07-27

DVN

DEVON ENERGY CORP NEW

30.95%

Shares24.1K

Event2026-06-30

Filed2026-07-27

ADOBE INC

-6.13%

Shares4.8K

Event2026-06-30

Filed2026-07-27

TGT

TARGET CORP

-67.06%

Shares7.6K

Event2026-06-30

Filed2026-07-27

BP PLC

0.11%

Shares26.6K

Event2026-06-30

Filed2026-07-27

NMZ

NUVEEN MUN HIGH INCOME OPPOR

31.90%

Shares92.6K

Event2026-06-30

Filed2026-07-27

IJJ

ISHARES TR

0.08%

Shares6.6K

Event2026-06-30

Filed2026-07-27

FMAO

FARMERS & MERCHANTS BANCORP

0.12%

Shares31.0K

Event2026-06-30

Filed2026-07-27

SCHX

SCHWAB STRATEGIC TR

0.13%

Shares32.1K

Event2026-06-30

Filed2026-07-27

TEL

TE CONNECTIVITY PLC

-24.43%

Shares4.7K

Event2026-06-30

Filed2026-07-27

RIO

RIO TINTO PLC

-0.06%

Shares9.8K

Event2026-06-30

Filed2026-07-27

UAL

UNITED AIRLS HLDGS INC

New

Shares6.8K

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW

8.80%

Shares7.2K

Event2026-06-30

Filed2026-07-27

SYF

SYNCHRONY FINANCIAL

0.04%

Shares12.0K

Event2026-06-30

Filed2026-07-27

SEAGATE TECHNOLOGY HLDNGS PL

63.60%

Shares944

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC

24.16%

Shares3.7K

Event2026-06-30

Filed2026-07-27

DGX

QUEST DIAGNOSTICS INC

0.02%

Shares4.3K

Event2026-06-30

Filed2026-07-27

CME

CME GROUP INC

0.62%

Shares4.1K

Event2026-06-30

Filed2026-07-27

DHR

DANAHER CORP DEL

-10.90%

Shares4.7K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

-8.89%

Shares10.7K

Event2026-06-30

Filed2026-07-27

CMI

CUMMINS INC

14.21%

Shares1.2K

Event2026-06-30

Filed2026-07-27

GRNJ

TIDAL TRUST III

136.80%

Shares28.1K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares14.9K

Event2026-06-30

Filed2026-07-27

XLY

SELECT SECTOR SPDR TR

47.01%

Shares7.4K

Event2026-06-30

Filed2026-07-27

XOP

SPDR SERIES TRUST

-1.53%

Shares5.6K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

8.68%

Shares6.0K

Event2026-06-30

Filed2026-07-27

UNM

UNUM GROUP

0.03%

Shares9.6K

Event2026-06-30

Filed2026-07-27

SPACE EXPLORATION TECHN CORP

New

Shares5.0K

Event2026-06-30

Filed2026-07-27

NRG

NRG ENERGY INC

1.36%

Shares5.8K

Event2026-06-30

Filed2026-07-27

LNG

CHENIERE ENERGY INC

10.89%

Shares3.5K

Event2026-06-30

Filed2026-07-27

HSY

HERSHEY CO

-0.08%

Shares4.8K

Event2026-06-30

Filed2026-07-27

MGV

VANGUARD WORLD FD

5.90%

Shares5.1K

Event2026-06-30

Filed2026-07-27

CRWV

COREWEAVE INC

New

Shares8.3K

Event2026-06-30

Filed2026-07-27

ORLY

OREILLY AUTOMOTIVE INC

1.93%

Shares9.0K

Event2026-06-30

Filed2026-07-27

JLS

NUVEEN MORTGAGE AND INCOME F

0.05%

Shares46.8K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

-4.00%

Shares408

Event2026-06-30

Filed2026-07-27

PPG

PPG INDS INC

11.78%

Shares6.7K

Event2026-06-30

Filed2026-07-27

DAVE

DAVE INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-27

WHR

WHIRLPOOL CORP

-60.89%

Shares20.2K

Event2026-06-30

Filed2026-07-27

CORTEVA INC

0.04%

Shares9.3K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

15.14%

Shares2.2K

Event2026-06-30

Filed2026-07-27

THE CIGNA GROUP

36.59%

Shares2.8K

Event2026-06-30

Filed2026-07-27

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

0.00%

Shares41.7K

Event2026-06-30

Filed2026-07-27

WDC

WESTERN DIGITAL CORP

3.49%

Shares1.2K

Event2026-06-30

Filed2026-07-27

DOMINION ENERGY INC

-2.93%

Shares11.3K

Event2026-06-30

Filed2026-07-27

GILD

GILEAD SCIENCES INC

-2.30%

Shares6.1K

Event2026-06-30

Filed2026-07-27

DXYZ

DESTINY TECH100 INC

New

Shares30.0K

Event2026-06-30

Filed2026-07-27

SHW

SHERWIN WILLIAMS CO

-28.14%

Shares2.2K

Event2026-06-30

Filed2026-07-27

APD

AIR PRODUCTS AND CHEMICALS I

3.61%

Shares2.6K

Event2026-06-30

Filed2026-07-27

IBIT

ISHARES BITCOIN TRUST ETF

-60.11%

Shares23.0K

Event2026-06-30

Filed2026-07-27

CCL

CARNIVAL CORP LTD

New

Shares26.7K

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

18.31%

Shares14.3K

Event2026-06-30

Filed2026-07-27

HWM

HOWMET AEROSPACE INC

30.19%

Shares2.8K

Event2026-06-30

Filed2026-07-27

MDY

STATE STR SPDR S&P MIDCAP 40

-7.71%

Shares1.1K

Event2026-06-30

Filed2026-07-27

PURECYCLE TECHNOLOGIES INC

12.00%

Shares92.3K

Event2026-06-30

Filed2026-07-27

CMCSA

COMCAST CORP NEW

-14.57%

Shares30.4K

Event2026-06-30

Filed2026-07-27

IHI

ISHARES TR

10.56%

Shares15.1K

Event2026-06-30

Filed2026-07-27

MET

METLIFE INC

18.09%

Shares8.7K

Event2026-06-30

Filed2026-07-27

IXUS

ISHARES TR

95.22%

Shares7.7K

Event2026-06-30

Filed2026-07-27

VXF

VANGUARD INDEX FDS

-0.83%

Shares3.0K

Event2026-06-30

Filed2026-07-27

EME

EMCOR GROUP INC

180.95%

Shares885

Event2026-06-30

Filed2026-07-27

FBND

FIDELITY MERRIMACK STR TR

-3.18%

Shares16.1K

Event2026-06-30

Filed2026-07-27

NDSN

NORDSON CORP

0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-27

KROGER CO

0.56%

Shares13.0K

Event2026-06-30

Filed2026-07-27

PAG

PENSKE AUTOMOTIVE GRP INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-27

ADVISORSHARES TR

-70.80%

Shares140.5K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN

88.99%

Shares3.2K

Event2026-06-30

Filed2026-07-27

ECL

ECOLAB INC

-36.24%

Shares2.5K

Event2026-06-30

Filed2026-07-27

XRT

SPDR SERIES TRUST

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-27

PBF

PBF ENERGY INC

-2.54%

Shares15.4K

Event2026-06-30

Filed2026-07-27

CATH

GLOBAL X FDS

-10.02%

Shares7.9K

Event2026-06-30

Filed2026-07-27

CONSOLIDATED EDISON INC

13.75%

Shares6.3K

Event2026-06-30

Filed2026-07-27

O-I GLASS INC

0.00%

Shares71.5K

Event2026-06-30

Filed2026-07-27

PFG

PRINCIPAL FINANCIAL GROUP IN

0.08%

Shares6.3K

Event2026-06-30

Filed2026-07-27

NZF

NUVEEN MUN CR INCOME FD

-0.01%

Shares53.2K

Event2026-06-30

Filed2026-07-27

ROYAL CARIBBEAN GROUP

185.22%

Shares2.1K

Event2026-06-30

Filed2026-07-27

GENERAL MTRS CO

0.05%

Shares8.7K

Event2026-06-30

Filed2026-07-27

AON

AON PLC

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-27

ALPS ETF TR

0.59%

Shares12.7K

Event2026-06-30

Filed2026-07-27

MPLX

MPLX LP

2.67%

Shares11.7K

Event2026-06-30

Filed2026-07-27

YUM

YUM BRANDS INC

2.97%

Shares4.1K

Event2026-06-30

Filed2026-07-27

AMT

AMERICAN TOWER CORP

-27.72%

Shares4.0K

Event2026-06-30

Filed2026-07-27

MCK

MCKESSON CORP

-7.03%

Shares859

Event2026-06-30

Filed2026-07-27

CRS

CARPENTER TECHNOLOGY CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

IVZ

INVESCO LTD

0.01%

Shares24.4K

Event2026-06-30

Filed2026-07-27

SPTL

SPDR SERIES TRUST

New

Shares24.4K

Event2026-06-30

Filed2026-07-27

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-27

BF.B

BROWN FORMAN CORP

-0.12%

Shares23.6K

Event2026-06-30

Filed2026-07-27

CEG

CONSTELLATION ENERGY CORP

0.40%

Shares2.5K

Event2026-06-30

Filed2026-07-27

LQD

ISHARES TR

-0.53%

Shares5.7K

Event2026-06-30

Filed2026-07-27

OEF

ISHARES TR

-1.06%

Shares1.7K

Event2026-06-30

Filed2026-07-27

FXL

FIRST TR EXCHANGE-TRADED FD

-13.85%

Shares2.8K

Event2026-06-30

Filed2026-07-27

WPC

WP CAREY INC

-29.03%

Shares8.5K

Event2026-06-30

Filed2026-07-27

SBFG

SB FINL GROUP INC

0.24%

Shares24.0K

Event2026-06-30

Filed2026-07-27

JEPI

J P MORGAN EXCHANGE TRADED F

4.50%

Shares10.7K

Event2026-06-30

Filed2026-07-27

DTE

DTE ENERGY CO

0.03%

Shares4.0K

Event2026-06-30

Filed2026-07-27

MAS

MASCO CORP

0.12%

Shares7.3K

Event2026-06-30

Filed2026-07-27

LNT

ALLIANT ENERGY CORP

-31.54%

Shares7.8K

Event2026-06-30

Filed2026-07-27

FRME

FIRST MERCHANTS CORP

0.06%

Shares13.6K

Event2026-06-30

Filed2026-07-27

WTS

WATTS WATER TECHNOLOGIES INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

PKG

PACKAGING CORP AMER

0.33%

Shares2.5K

Event2026-06-30

Filed2026-07-27

MSI

MOTOROLA SOLUTIONS INC

-4.28%

Shares1.4K

Event2026-06-30

Filed2026-07-27

ATO

ATMOS ENERGY CORP

-1.05%

Shares3.4K

Event2026-06-30

Filed2026-07-27

JHML

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-27

TEMPUS AI INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-27

INTERNATIONAL PAPER CO

0.26%

Shares15.1K

Event2026-06-30

Filed2026-07-27

VRP

INVESCO EXCH TRADED FD TR II

20.20%

Shares23.7K

Event2026-06-30

Filed2026-07-27

ADM

ARCHER DANIELS MIDLAND CO

0.19%

Shares7.5K

Event2026-06-30

Filed2026-07-27

CAH

CARDINAL HEALTH INC

23.40%

Shares2.4K

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP

960.00%

Shares1.9K

Event2026-06-30

Filed2026-07-27

SMR

NUSCALE PWR CORP

New

Shares55.8K

Event2026-06-30

Filed2026-07-27

APH

AMPHENOL CORP

73.21%

Shares3.2K

Event2026-06-30

Filed2026-07-27

CGHM

CAPITAL GRP FIXED INCM ETF T

1.04%

Shares21.5K

Event2026-06-30

Filed2026-07-27

IGM

ISHARES TR

-20.98%

Shares3.4K

Event2026-06-30

Filed2026-07-27

VFH

VANGUARD WORLD FD

8.84%

Shares4.2K

Event2026-06-30

Filed2026-07-27

STXV

EA SERIES TRUST

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-27

EOG

EOG RES INC

7.13%

Shares4.1K

Event2026-06-30

Filed2026-07-27

ARES CAPITAL CORP

9.35%

Shares28.4K

Event2026-06-30

Filed2026-07-27

GAP

GAP INC

0.00%

Shares28.1K

Event2026-06-30

Filed2026-07-27

ARKB

ARK 21SHARES BITCOIN ETF

2.17%

Shares26.7K

Event2026-06-30

Filed2026-07-27

DFEM

DIMENSIONAL ETF TRUST

New

Shares12.7K

Event2026-06-30

Filed2026-07-27

IQLT

ISHARES TR

-8.07%

Shares10.2K

Event2026-06-30

Filed2026-07-27

SLB

SLB LIMITED

-3.72%

Shares10.8K

Event2026-06-30

Filed2026-07-27

NKE

NIKE INC

2.23%

Shares12.1K

Event2026-06-30

Filed2026-07-27

OKLO

OKLO INC

-3.92%

Shares9.5K

Event2026-06-30

Filed2026-07-27

STXD

EA SERIES TRUST

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-27

XME

SPDR SERIES TRUST

-2.25%

Shares4.6K

Event2026-06-30

Filed2026-07-27

ENB

ENBRIDGE INC

-2.21%

Shares9.1K

Event2026-06-30

Filed2026-07-27

VRTX

VERTEX PHARMACEUTICALS INC

43.75%

Shares989

Event2026-06-30

Filed2026-07-27

TROW

PRICE T ROWE GROUP INC

0.05%

Shares4.3K

Event2026-06-30

Filed2026-07-27

BSX

BOSTON SCIENTIFIC CORP

-32.23%

Shares11.4K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

New

Shares5.7K

Event2026-06-30

Filed2026-07-27

IYW

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-27

COR

CENCORA INC

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-27

SHEL

SHELL PLC

-1.00%

Shares6.1K

Event2026-06-30

Filed2026-07-27

USMV

ISHARES TR

5.01%

Shares4.9K

Event2026-06-30

Filed2026-07-27

RSPT

INVESCO EXCHANGE TRADED FD T

-14.71%

Shares7.2K

Event2026-06-30

Filed2026-07-27

SJM

SMUCKER J M CO

0.02%

Shares4.1K

Event2026-06-30

Filed2026-07-27

OXY

OCCIDENTAL PETE CORP

-7.54%

Shares9.4K

Event2026-06-30

Filed2026-07-27

LECO

LINCOLN ELEC HLDGS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

VMBS

VANGUARD SCOTTSDALE FDS

New

Shares9.8K

Event2026-06-30

Filed2026-07-27

FTSL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-27

DFUV

DIMENSIONAL ETF TRUST

0.13%

Shares8.3K

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR

0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-27

COIN

COINBASE GLOBAL INC

-66.73%

Shares3.0K

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

0.31%

Shares4.5K

Event2026-06-30

Filed2026-07-27

SPGP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-27

ESLT

ELBIT SYS LTD

New

Shares575

Event2026-06-30

Filed2026-07-27

TIPX

SPDR SERIES TRUST

New

Shares22.8K

Event2026-06-30

Filed2026-07-27

NFJ

VIRTUS DIVIDEND INTEREST & P

0.00%

Shares28.0K

Event2026-06-30

Filed2026-07-27

S&P GLOBAL INC

-3.26%

Shares1.0K

Event2026-06-30

Filed2026-07-27

MRLN

MERLIN INC

New

Shares74.0K

Event2026-06-30

Filed2026-07-27

NUE

NUCOR CORP

-18.67%

Shares1.9K

Event2026-06-30

Filed2026-07-27

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares7.2K

Event2026-06-30

Filed2026-07-27

TRGP

TARGA RES CORP

1.84%

Shares1.6K

Event2026-06-30

Filed2026-07-27

BTCO

INVESCO GALAXY BITCOIN ETF

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-27

DIHP

DIMENSIONAL ETF TRUST

New

Shares12.0K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION5.0K sharesnew addition2026-06-302026-07-27

TSLA Call CallTESLA INC1.7K shares466.67%2026-06-302026-07-27

OI Call CallO-I GLASS INC65.0K shares8.33%2026-06-302026-07-27

ASTS Call CallAST SPACEMOBILE INC6.0K sharesnew addition2026-06-302026-07-27

GT Call CallGOODYEAR TIRE & RUBR CO60.0K shares50.00%2026-06-302026-07-27

AMZN Call CallAMAZON COM INC1.5K shares-75.00%2026-06-302026-07-27

MRVL Call CallMARVELL TECHNOLOGY INC1.0K sharesnew addition2026-06-302026-07-27

QQQ Call CallINVESCO QQQ TR400 sharesnew addition2026-06-302026-07-27

DXYZ Call CallDESTINY TECH100 INC7.0K sharesnew addition2026-06-302026-07-27

MRLN Call CallMERLIN INC30.0K sharesnew addition2026-06-302026-07-27

GLD Call CallSPDR GOLD TR300 shares50.00%2026-06-302026-07-27

ADVISORSHARES TR Call CallADVISORSHARES TR20.1K shares-70.48%2026-06-302026-07-27

CRWV Call CallCOREWEAVE INC1.0K sharesnew addition2026-06-302026-07-27

WEN Call CallWENDYS CO10.0K sharesnew addition2026-06-302026-07-27

BBAI Call CallBIGBEAR AI HLDGS INC20.0K sharesnew addition2026-06-302026-07-27

AMD Call CallADVANCED MICRO DEVICES INC100 shares0.00%2026-06-302026-07-27

META PLATFORMS INC Call CallMETA PLATFORMS INC100 sharesnew addition2026-06-302026-07-27

SMR Call CallNUSCALE PWR CORP5.0K sharesnew addition2026-06-302026-07-27

DELL Call CallDELL TECHNOLOGIES INC100 sharesnew addition2026-06-302026-07-27

PEP Call CallPEPSICO INC300 sharesnew addition2026-06-302026-07-27

MSFT Call CallMICROSOFT CORP100 shares0.00%2026-06-302026-07-27

GOOGL Call CallALPHABET INC100 sharesnew addition2026-06-302026-07-27

ORACLE CORP Call CallORACLE CORP200 sharesnew addition2026-06-302026-07-27

AAPL Call CallAPPLE INC100 sharesnew addition2026-06-302026-07-27

IBM Call CallINTERNATIONAL BUSINESS MACHS100 sharesnew addition2026-06-302026-07-27

ABBVIE INC Call CallABBVIE INC100 shares0.00%2026-06-302026-07-27

SPACE EXPLORATION TECHN CORP Call CallSPACE EXPLORATION TECHN CORP100 sharesnew addition2026-06-302026-07-27

IBIT Call CallISHARES BITCOIN TRUST ETF400 shares-20.00%2026-06-302026-07-27

SOFI Call CallSOFI TECHNOLOGIES INC700 sharesnew addition2026-06-302026-07-27

SHOP Call CallSHOPIFY INC100 shares0.00%2026-06-302026-07-27

DKNG Call CallDRAFTKINGS INC NEW100 shares0.00%2026-06-302026-07-27

NVDA Call

NVIDIA CORPORATION

New

Shares5.0K

Event2026-06-30

Filed2026-07-27

TSLA Call

TESLA INC

466.67%

Shares1.7K

Event2026-06-30

Filed2026-07-27

OI Call

O-I GLASS INC

8.33%

Shares65.0K

Event2026-06-30

Filed2026-07-27

ASTS Call

AST SPACEMOBILE INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-27

GT Call

GOODYEAR TIRE & RUBR CO

50.00%

Shares60.0K

Event2026-06-30

Filed2026-07-27

AMZN Call

AMAZON COM INC

-75.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

MRVL Call

MARVELL TECHNOLOGY INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

QQQ Call

INVESCO QQQ TR

New

Shares400

Event2026-06-30

Filed2026-07-27

DXYZ Call

DESTINY TECH100 INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-27

MRLN Call

MERLIN INC

New

Shares30.0K

Event2026-06-30

Filed2026-07-27

GLD Call

SPDR GOLD TR

50.00%

Shares300

Event2026-06-30

Filed2026-07-27

ADVISORSHARES TR Call

ADVISORSHARES TR

-70.48%

Shares20.1K

Event2026-06-30

Filed2026-07-27

CRWV Call

COREWEAVE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

WEN Call

WENDYS CO

New

Shares10.0K

Event2026-06-30

Filed2026-07-27

BBAI Call

BIGBEAR AI HLDGS INC

New

Shares20.0K

Event2026-06-30

Filed2026-07-27

AMD Call

ADVANCED MICRO DEVICES INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC Call

META PLATFORMS INC

New

Shares100

Event2026-06-30

Filed2026-07-27

SMR Call

NUSCALE PWR CORP

New

Shares5.0K

Event2026-06-30

Filed2026-07-27

DELL Call

DELL TECHNOLOGIES INC

New

Shares100

Event2026-06-30

Filed2026-07-27

PEP Call

PEPSICO INC

New

Shares300

Event2026-06-30

Filed2026-07-27

MSFT Call

MICROSOFT CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

GOOGL Call

ALPHABET INC

New

Shares100

Event2026-06-30

Filed2026-07-27

ORACLE CORP Call

ORACLE CORP

New

Shares200

Event2026-06-30

Filed2026-07-27

AAPL Call

APPLE INC

New

Shares100

Event2026-06-30

Filed2026-07-27

IBM Call

INTERNATIONAL BUSINESS MACHS

New

Shares100

Event2026-06-30

Filed2026-07-27

ABBVIE INC Call

ABBVIE INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

SPACE EXPLORATION TECHN CORP Call

SPACE EXPLORATION TECHN CORP

New

Shares100

Event2026-06-30

Filed2026-07-27

IBIT Call

ISHARES BITCOIN TRUST ETF

-20.00%

Shares400

Event2026-06-30

Filed2026-07-27

SOFI Call

SOFI TECHNOLOGIES INC

New

Shares700

Event2026-06-30

Filed2026-07-27

SHOP Call

SHOPIFY INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

DKNG Call

DRAFTKINGS INC NEW

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

Put Option Holdings

COSTCO WHOLESALE CORPORATION Put PutCOSTCO WHOLESALE CORPORATION300 shares200.00%2026-06-302026-07-27

GOOGL Put PutALPHABET INC600 shares100.00%2026-06-302026-07-27

SMH Put PutVANECK ETF TRUST300 shares50.00%2026-06-302026-07-27

BROADCOM INC Put PutBROADCOM INC400 shares0.00%2026-06-302026-07-27

QQQ Put PutINVESCO QQQ TR200 shares100.00%2026-06-302026-07-27

TSM Put PutTAIWAN SEMICONDUCTOR MANUFAC300 shares200.00%2026-06-302026-07-27

AMD Put PutADVANCED MICRO DEVICES INC200 shares-60.00%2026-06-302026-07-27

MU Put PutMICRON TECHNOLOGY INC100 sharesnew addition2026-06-302026-07-27

META PLATFORMS INC Put PutMETA PLATFORMS INC200 shares0.00%2026-06-302026-07-27

MSFT Put PutMICROSOFT CORP300 shares200.00%2026-06-302026-07-27

CRM Put PutSALESFORCE INC700 shares133.33%2026-06-302026-07-27

APPLOVIN CORP Put PutAPPLOVIN CORP200 shares100.00%2026-06-302026-07-27

NVDA Put PutNVIDIA CORPORATION500 shares66.67%2026-06-302026-07-27

MRVL Put PutMARVELL TECHNOLOGY INC200 sharesnew addition2026-06-302026-07-27

AXON Put PutAXON ENTERPRISE INC100 sharesnew addition2026-06-302026-07-27

AMZN Put PutAMAZON COM INC200 shares-33.33%2026-06-302026-07-27

DELL Put PutDELL TECHNOLOGIES INC100 sharesnew addition2026-06-302026-07-27

TSLA Put PutTESLA INC100 shares-66.67%2026-06-302026-07-27

SPACE EXPLORATION TECHN CORP Put PutSPACE EXPLORATION TECHN CORP200 sharesnew addition2026-06-302026-07-27

CRWV Put PutCOREWEAVE INC300 sharesnew addition2026-06-302026-07-27

TXN Put PutTEXAS INSTRS INC100 sharesnew addition2026-06-302026-07-27

ORACLE CORP Put PutORACLE CORP200 sharesnew addition2026-06-302026-07-27

AAPL Put PutAPPLE INC100 shares-50.00%2026-06-302026-07-27

IBM Put PutINTERNATIONAL BUSINESS MACHS100 sharesnew addition2026-06-302026-07-27

WMT Put PutWALMART INC200 sharesnew addition2026-06-302026-07-27

ASTS Put PutAST SPACEMOBILE INC200 sharesnew addition2026-06-302026-07-27

SHOP Put PutSHOPIFY INC100 sharesnew addition2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION Put

COSTCO WHOLESALE CORPORATION

200.00%

Shares300

Event2026-06-30

Filed2026-07-27

GOOGL Put

ALPHABET INC

100.00%

Shares600

Event2026-06-30

Filed2026-07-27

SMH Put

VANECK ETF TRUST

50.00%

Shares300

Event2026-06-30

Filed2026-07-27

BROADCOM INC Put

BROADCOM INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

QQQ Put

INVESCO QQQ TR

100.00%

Shares200

Event2026-06-30

Filed2026-07-27

TSM Put

TAIWAN SEMICONDUCTOR MANUFAC

200.00%

Shares300

Event2026-06-30

Filed2026-07-27

AMD Put

ADVANCED MICRO DEVICES INC

-60.00%

Shares200

Event2026-06-30

Filed2026-07-27

MU Put

MICRON TECHNOLOGY INC

New

Shares100

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC Put

META PLATFORMS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

MSFT Put

MICROSOFT CORP

200.00%

Shares300

Event2026-06-30

Filed2026-07-27

CRM Put

SALESFORCE INC

133.33%

Shares700

Event2026-06-30

Filed2026-07-27

APPLOVIN CORP Put

APPLOVIN CORP

100.00%

Shares200

Event2026-06-30

Filed2026-07-27

NVDA Put

NVIDIA CORPORATION

66.67%

Shares500

Event2026-06-30

Filed2026-07-27

MRVL Put

MARVELL TECHNOLOGY INC

New

Shares200

Event2026-06-30

Filed2026-07-27

AXON Put

AXON ENTERPRISE INC

New

Shares100

Event2026-06-30

Filed2026-07-27

AMZN Put

AMAZON COM INC

-33.33%

Shares200

Event2026-06-30

Filed2026-07-27

DELL Put

DELL TECHNOLOGIES INC

New

Shares100

Event2026-06-30

Filed2026-07-27

TSLA Put

TESLA INC

-66.67%

Shares100

Event2026-06-30

Filed2026-07-27

SPACE EXPLORATION TECHN CORP Put

SPACE EXPLORATION TECHN CORP

New

Shares200

Event2026-06-30

Filed2026-07-27

CRWV Put

COREWEAVE INC

New

Shares300

Event2026-06-30

Filed2026-07-27

TXN Put

TEXAS INSTRS INC

New

Shares100

Event2026-06-30

Filed2026-07-27

ORACLE CORP Put

ORACLE CORP

New

Shares200

Event2026-06-30

Filed2026-07-27

AAPL Put

APPLE INC

-50.00%

Shares100

Event2026-06-30

Filed2026-07-27

IBM Put

INTERNATIONAL BUSINESS MACHS

New

Shares100

Event2026-06-30

Filed2026-07-27

WMT Put

WALMART INC

New

Shares200

Event2026-06-30

Filed2026-07-27

ASTS Put

AST SPACEMOBILE INC

New

Shares200

Event2026-06-30

Filed2026-07-27

SHOP Put

SHOPIFY INC

New

Shares100

Event2026-06-30

Filed2026-07-27