Sponsored

The Analysis of Vision Retirement, LLC's Holdings & P&L

Currently, Vision Retirement, LLC holds 621 types of securities in its portfolio with a total value $413.6M. In the most recent quarter, they have increased their positions in VGT (+43.4K shares, valued at $5.2M), MU (+2.1K shares, valued at $2.4M), VUG (+20.2K shares, valued at $1.7M); decreased their positions in TSLA (-5.6K shares, valued at $2.4M), AMZN (-7.8K shares, valued at $1.8M), AXON (-2.0K shares, valued at $1.1M); initiated new positions in SPMO (+2.6K shares, valued at $422.8K), ETN (+917 shares, valued at $390.9K), LMUB (+1.3K shares, valued at $68.2K).

1M P&L

+18.3M+5.62%

3M P&L

-13.1M-3.68%

HY P&L

-16.1M-4.46%

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/A196.7M

56.0%

2Consumer Electronics39.2M

11.2%

3Internet Retail22.4M

6.4%

Top Industries by Stock Count

1N/A227 stocks

41.4%

2Semiconductors12 stocks

2.2%

3Software - Application11 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ85.6K shares-0.53%2026-06-302026-07-21

AAPL APPLE INC135.3K shares0.41%2026-06-302026-07-21

AMZN AMAZON COM93.9K shares-7.63%2026-06-302026-07-21

DIA STATE STREET32.9K shares1.07%2026-06-302026-07-21

VOO VANGUARD S&P17.9K shares4.68%2026-06-302026-07-21

COSTCO WHOLESALE COSTCO WHOLESALE12.8K shares0.49%2026-06-302026-07-21

TSLA TESLA INC27.4K shares-16.96%2026-06-302026-07-21

XLG INVESCO S&P175.0K shares2.56%2026-06-302026-07-21

Sponsored

VYM VANGUARD HIGH60.4K shares0.89%2026-06-302026-07-21

VISA INC VISA INC25.3K shares0.09%2026-06-302026-07-21

NVDA NVIDIA CORP41.5K shares0.77%2026-06-302026-07-21

BROADCOM INC BROADCOM INC19.1K shares1.79%2026-06-302026-07-21

SOXX ISHARES SEMICONDUCTOR11.0K shares2.02%2026-06-302026-07-21

GOOG ALPHABET INC19.4K shares1.37%2026-06-302026-07-21

STATE STREET STATE STREET8.8K shares0.54%2026-06-302026-07-21

MU MICRON TECHNOLOGY5.2K shares64.93%2026-06-302026-07-21

Sponsored

VGT VANGUARD INFORMATION49.3K shares746.27%2026-06-302026-07-21

ISHARES CORE ISHARES CORE7.6K shares14.23%2026-06-302026-07-21

RDVY FIRST TRUST69.6K shares16.67%2026-06-302026-07-21

SMH VANECK SEMICONDUCTOR8.3K shares14.87%2026-06-302026-07-21

MASTERCARD INC MASTERCARD INC10.1K shares-1.49%2026-06-302026-07-21

CAT CATERPILLAR INC4.8K shares5.48%2026-06-302026-07-21

META PLATFORMS META PLATFORMS8.9K shares1.63%2026-06-302026-07-21

MSFT MICROSOFT CORP11.4K shares-2.14%2026-06-302026-07-21

Sponsored

DGRO ISHARES CORE44.9K shares-0.07%2026-06-302026-07-21

SYK STRYKER CORP10.8K shares-1.52%2026-06-302026-07-21

GOOGL ALPHABET INC9.1K shares0.36%2026-06-302026-07-21

QQQM INVESCO NASDAQ10.5K shares116.63%2026-06-302026-07-21

LMT LOCKHEED MARTIN5.7K shares-4.21%2026-06-302026-07-21

WASTE MANAGEMENT WASTE MANAGEMENT12.3K shares0.10%2026-06-302026-07-21

VIG VANGUARD DIVIDEND11.4K shares-6.66%2026-06-302026-07-21

IUSB ISHARES CORE57.2K shares12.82%2026-06-302026-07-21

Sponsored

GS GOLDMAN SACHS2.5K shares7.22%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR4.9K shares0.53%2026-06-302026-07-21

VO VANGUARD MID28.4K shares258.71%2026-06-302026-07-21

VUG VANGUARD GROWTH24.4K shares483.54%2026-06-302026-07-21

DYNF ISHARES U S30.7K shares15.66%2026-06-302026-07-21

ITA ISHARES AEROSPACE8.4K shares-0.27%2026-06-302026-07-21

IVW ISHARES S&P14.5K shares20.04%2026-06-302026-07-21

GEV GE VERNOVA1.6K shares16.23%2026-06-302026-07-21

Sponsored

IEMG ISHARES CORE22.7K shares13.33%2026-06-302026-07-21

TT TRANE TECHNOLOGIES3.6K shares0.39%2026-06-302026-07-21

AZO AUTOZONE INC557 shares-7.48%2026-06-302026-07-21

EFV ISHARES MSCI23.1K shares5.47%2026-06-302026-07-21

IVE ISHARES S&P7.8K shares10.75%2026-06-302026-07-21

KLAC KLA CORP5.8K shares1149.79%2026-06-302026-07-21

MUB ISHARES NATIONAL15.2K shares10.62%2026-06-302026-07-21

QTUM DEFIANCE QUANTUM9.7K shares8.49%2026-06-302026-07-21

Sponsored

VANGUARD TOTAL VANGUARD TOTAL4.2K shares7.37%2026-06-302026-07-21

QUAL ISHARES MSCI6.8K shares4.74%2026-06-302026-07-21

TDG TRANSDIGM GROUP1.1K shares-2.57%2026-06-302026-07-21

PEG PUBLIC SERVICE17.5K shares-2.25%2026-06-302026-07-21

QUANTA SERVICES QUANTA SERVICES1.9K shares0.67%2026-06-302026-07-21

PALANTIR TECHNOLOGIES PALANTIR TECHNOLOGIES11.8K shares5.20%2026-06-302026-07-21

PTY PIMCO CORPORATE114.1K shares-1.37%2026-06-302026-07-21

CRDO CREDO TECHNOLOGY4.9K shares97.00%2026-06-302026-07-21

Sponsored

ASML ASML HOLDING624 shares2.46%2026-06-302026-07-21

PCN PIMCO CORPORATE94.2K shares-4.50%2026-06-302026-07-21

NETFLIX INC NETFLIX INC15.6K shares-1.20%2026-06-302026-07-21

DVY ISHARES SELECT6.9K shares-0.35%2026-06-302026-07-21

TCAF T ROWE25.9K shares-49.36%2026-06-302026-07-21

MBB ISHARES MBS11.2K shares5.62%2026-06-302026-07-21

NVMI NOVA LTD1.8K shares1.63%2026-06-302026-07-21

HUBB HUBBELL INC1.9K shares217.78%2026-06-302026-07-21

Sponsored

TLH ISHARES 10-20YR9.5K shares10.02%2026-06-302026-07-21

HIMU ISHARES HIGH18.7K shares3.24%2026-06-302026-07-21

MCD MCDONALDS CORP3.4K shares-13.24%2026-06-302026-07-21

FIX COMFORT SYSTEMS USA INC458 shares19.27%2026-06-302026-07-21

VRT VERTIV HOLDINGS2.7K shares428.18%2026-06-302026-07-21

OEF ISHARES S&P2.4K shares-9.04%2026-06-302026-07-21

GE GE AEROSPACE2.3K shares4.44%2026-06-302026-07-21

BAI ISHARES A I16.0K shares17.31%2026-06-302026-07-21

Sponsored

JPMORGAN CHASE JPMORGAN CHASE2.6K shares-0.23%2026-06-302026-07-21

ISRG INTUITIVE SURGICAL2.0K shares-53.53%2026-06-302026-07-21

BX BLACKSTONE INC6.8K shares-11.80%2026-06-302026-07-21

AMD ADVANCED MICRO1.4K shares41.33%2026-06-302026-07-21

THRO ISHARES U S17.9K shares9.97%2026-06-302026-07-21

GOVT ISHARES U S33.6K shares20.41%2026-06-302026-07-21

MPWR MONOLITHIC POWER540 shares0.00%2026-06-302026-07-21

BINC ISHARES FLEXIBLE14.2K shares3.73%2026-06-302026-07-21

Sponsored

MTUM ISHARES MSCI2.1K shares12.32%2026-06-302026-07-21

EFG ISHARES MSCI5.7K shares34.58%2026-06-302026-07-21

HD HOME DEPOT1.8K shares-8.87%2026-06-302026-07-21

RKLB ROCKET LAB5.9K shares978.83%2026-06-302026-07-21

FDVV FIDELITY HIGH9.7K shares201.75%2026-06-302026-07-21

SHW SHERWIN WILLIAMS1.7K shares0.00%2026-06-302026-07-21

IYW ISHARES TECHNOLOGY2.1K shares-0.97%2026-06-302026-07-21

AXON AXON ENTERPRISE920 shares-68.34%2026-06-302026-07-21

Sponsored

ESGU ISHARES ESG3.1K shares0.00%2026-06-302026-07-21

IBM INTL BUSINESS1.7K shares-1.68%2026-06-302026-07-21

IAGG ISHARES CORE8.5K shares7.14%2026-06-302026-07-21

RSG REPUBLIC SERVICES2.0K shares-22.24%2026-06-302026-07-21

SPMO INVESCO S&P2.6K sharesnew addition2026-06-302026-07-21

IXUS ISHARES CORE4.4K shares0.92%2026-06-302026-07-21

FNDF SCHWAB FUNDAMENTAL7.6K shares3.93%2026-06-302026-07-21

IHI ISHARES U S8.1K shares-68.14%2026-06-302026-07-21

Sponsored

ETN EATON CORP917 sharesnew addition2026-06-302026-07-21

STATE STREET STATE STREET4.4K shares0.00%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON1.5K shares-0.72%2026-06-302026-07-21

BALI ISHARES U S11.1K shares6.85%2026-06-302026-07-21

QLTA ISHARES AAA7.7K shares-3.37%2026-06-302026-07-21

IGEB ISHARES INVESTMENT7.9K shares6.39%2026-06-302026-07-21

IAU ISHARES GOLD4.5K shares4.40%2026-06-302026-07-21

APOLLO GLOBAL APOLLO GLOBAL2.9K shares-32.32%2026-06-302026-07-21

Sponsored

RTX CORP RTX CORP1.7K shares130.76%2026-06-302026-07-21

SPHR SPHERE ENTERTAINMENT1.8K shares274.74%2026-06-302026-07-21

CLOA ISHARES AAA6.0K shares16.09%2026-06-302026-07-21

CEG CONSTELLATION ENERGY1.2K shares1.30%2026-06-302026-07-21

ISHARES CORE ISHARES CORE3.2K shares3.37%2026-06-302026-07-21

MDY SPDR S&P436 shares0.00%2026-06-302026-07-21

IWM ISHARES RUSSELL1.0K shares-1.65%2026-06-302026-07-21

INTC INTEL CORP2.1K shares4.17%2026-06-302026-07-21

Sponsored

USMV ISHARES MSCI3.1K shares0.49%2026-06-302026-07-21

LPLA LPL FINANCIAL1.0K shares0.00%2026-06-302026-07-21

CVX CHEVRON CORP1.8K shares6.12%2026-06-302026-07-21

SHYM ISHARES SHORT12.9K shares0.73%2026-06-302026-07-21

KKR KKR & CO3.1K shares-22.39%2026-06-302026-07-21

GSST GOLDMAN SACHS5.3K shares6.28%2026-06-302026-07-21

PEP PEPSICO INC1.9K shares-0.22%2026-06-302026-07-21

WMT WALMART INC2.2K shares0.18%2026-06-302026-07-21

Sponsored

IWB ISHARES RUSSELL600 shares-13.79%2026-06-302026-07-21

XLK STATE STREET1.2K shares-3.86%2026-06-302026-07-21

MRK MERCK & COMPANY1.8K shares0.00%2026-06-302026-07-21

GLD SPDR GOLD607 shares14.10%2026-06-302026-07-21

BIP BROOKFIELD INFRASTRUCTRE6.1K shares-0.67%2026-06-302026-07-21

HYGW ISHARES HIGH7.7K shares-4.66%2026-06-302026-07-21

TMO THERMO FISHER430 shares-0.23%2026-06-302026-07-21

PG PROCTER & GAMBLE1.4K shares0.00%2026-06-302026-07-21

Sponsored

IGRO ISHARES INTL2.3K shares-10.68%2026-06-302026-07-21

ANET ARISTA NETWORKS1.2K shares-0.42%2026-06-302026-07-21

MGK VANGUARD MEGA2.2K shares400.00%2026-06-302026-07-21

CISCO SYSTEMS CISCO SYSTEMS1.6K shares-0.86%2026-06-302026-07-21

AKRE PROFESSIONALLY MANAGED3.5K shares0.00%2026-06-302026-07-21

CIEN CIENA CORP367 shares0.00%2026-06-302026-07-21

GD GENERAL DYNAMICS504 shares652.24%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY354 shares-14.90%2026-06-302026-07-21

Sponsored

JMUB JPMORGAN3.4K shares0.00%2026-06-302026-07-21

BLCR ISHARES LARGE3.4K shares692.00%2026-06-302026-07-21

AXP AMERICAN EXPRESS500 shares2.46%2026-06-302026-07-21

APPLIED MATERIALS APPLIED MATERIALS231 shares3.59%2026-06-302026-07-21

ABBVIE INC ABBVIE INC664 shares-0.60%2026-06-302026-07-21

IWF ISHARES RUSSELL1.3K shares300.00%2026-06-302026-07-21

BIDD ISHARES INTL5.4K shares-6.73%2026-06-302026-07-21

EMB ISHARES JPMORGAN1.6K shares-9.85%2026-06-302026-07-21

Sponsored

IUSG ISHARES S&P842 shares0.12%2026-06-302026-07-21

IJH ISHARES CORE2.0K shares-8.74%2026-06-302026-07-21

REGN REGENERON PHARMACEUTICAL243 shares0.00%2026-06-302026-07-21

VTV VANGUARD VALUE690 shares0.29%2026-06-302026-07-21

UNP UNION PACIFIC CORP547 shares0.55%2026-06-302026-07-21

MRVL MARVELL TECHNOLOGY490 shares84.91%2026-06-302026-07-21

AEP AMERICAN ELECTRIC1.1K shares4.35%2026-06-302026-07-21

EMLC VANECK JPM5.6K shares18.80%2026-06-302026-07-21

Sponsored

ARES MANAGEMENT ARES MANAGEMENT1.2K shares-30.43%2026-06-302026-07-21

BKNG BOOKING HOLDINGS766 shares2370.97%2026-06-302026-07-21

IDEF ISHARES DEFENSE4.3K shares355.63%2026-06-302026-07-21

LRCX LAM RESEARCH313 shares0.32%2026-06-302026-07-21

BXMT BLACKSTONE MORTGAGE7.9K shares-8.64%2026-06-302026-07-21

BK BANK NEW YORK912 shares0.11%2026-06-302026-07-21

HWM HOWMET AEROSPACE484 shares57.14%2026-06-302026-07-21

VIS VANGUARD INDUSTRIALS360 shares0.00%2026-06-302026-07-21

Sponsored

HDV ISHARES CORE4.6K shares592.19%2026-06-302026-07-21

IJR ISHARES CORE851 shares0.12%2026-06-302026-07-21

VEA VANGUARD FTSE1.8K shares0.40%2026-06-302026-07-21

ET ENERGY TRANSFER6.2K shares0.18%2026-06-302026-07-21

CRWV COREWEAVE INC1.2K shares0.00%2026-06-302026-07-21

LQD ISHARES IBOXX997 shares-11.06%2026-06-302026-07-21

PRU PRUDENTIAL FINANCIAL997 shares0.10%2026-06-302026-07-21

XLI STATE STREET579 shares-2.36%2026-06-302026-07-21

Sponsored

TJX TJX COS703 shares-5.26%2026-06-302026-07-21

SIVR ABRDN PHYSICAL1.9K shares88.71%2026-06-302026-07-21

IEF ISHARES 7-10YR1.1K shares6.18%2026-06-302026-07-21

SPG SIMON PROPERTY453 shares0.67%2026-06-302026-07-21

PM PHILIP MORRIS551 shares6.78%2026-06-302026-07-21

DIS WALT DISNEY969 shares5.33%2026-06-302026-07-21

BDX BECTON DICKINSON603 shares-18.18%2026-06-302026-07-21

ROST ROSS STORES428 shares0.23%2026-06-302026-07-21

Sponsored

MO ALTRIA GROUP1.3K shares29.24%2026-06-302026-07-21

ADP AUTOMATIC DATA404 shares-8.39%2026-06-302026-07-21

STIP ISHARES 0-5881 shares6.14%2026-06-302026-07-21

KODK EASTMAN KODAK9.5K shares0.00%2026-06-302026-07-21

XLF STATE STREET1.6K shares-9.99%2026-06-302026-07-21

CORTEVA INC CORTEVA INC1.0K shares0.00%2026-06-302026-07-21

PGR PROGRESSIVE CORP392 shares-69.11%2026-06-302026-07-21

PDI PIMCO DYNAMIC5.1K shares-14.44%2026-06-302026-07-21

Sponsored

UGI UGI CORP2.4K shares1.04%2026-06-302026-07-21

TLT ISHARES 20967 shares-0.51%2026-06-302026-07-21

SUB ISHARES SHORT762 shares0.00%2026-06-302026-07-21

EXXON MOBIL EXXON MOBIL587 shares27.33%2026-06-302026-07-21

IONQ INC IONQ INC1.5K shares-11.03%2026-06-302026-07-21

RGTI RIGETTI COMPUTING4.1K shares-0.48%2026-06-302026-07-21

GME GAMESTOP CORP3.5K shares0.00%2026-06-302026-07-21

GSK PLC GSK PLC1.4K shares0.28%2026-06-302026-07-21

Sponsored

TXN TEXAS INSTRUMENTS252 shares0.80%2026-06-302026-07-21

ETV EATON VANCE5.0K shares0.00%2026-06-302026-07-21

IWD ISHARES RUSSELL304 shares0.00%2026-06-302026-07-21

TGT TARGET CORP553 shares0.00%2026-06-302026-07-21

NDMO NUVEEN DYNAMIC6.9K shares0.00%2026-06-302026-07-21

IAK ISHARES U S504 shares-21.86%2026-06-302026-07-21

PXE INVESCO ENERGY2.0K shares0.00%2026-06-302026-07-21

TFLO ISHARES TREASURY1.4K shares-1.30%2026-06-302026-07-21

Sponsored

STLD STEEL DYNAMICS INC300 shares0.00%2026-06-302026-07-21

GBTC GRAYSCALE BITCOIN1.5K shares6.70%2026-06-302026-07-21

LMUB ISHARES LONG1.3K sharesnew addition2026-06-302026-07-21

F FORD MOTOR4.9K shares0.00%2026-06-302026-07-21

VPU VANGUARD UTILITIES345 shares0.00%2026-06-302026-07-21

SYY SYSCO CORP800 shares0.00%2026-06-302026-07-21

SYSB ISHARES SYSTEMATIC738 shares-0.40%2026-06-302026-07-21

PKW INVESCO BUYBACK453 shares0.00%2026-06-302026-07-21

Sponsored

EMXC ISHARES MSCI624 shares-25.54%2026-06-302026-07-21

IWR ISHARES RUSSELL566 shares-4.87%2026-06-302026-07-21

WCN WASTE CONNECTIONS372 shares0.00%2026-06-302026-07-21

HPQ HP INC2.7K shares0.00%2026-06-302026-07-21

BND VANGUARD TOTAL813 shares0.00%2026-06-302026-07-21

EME EMCOR GROUP70 shares125.81%2026-06-302026-07-21

VCIT VANGUARD INTERMEDIATE696 shares1.02%2026-06-302026-07-21

MPLX MPLX998 shares0.00%2026-06-302026-07-21

Sponsored

MGV VANGUARD MEGA335 shares0.00%2026-06-302026-07-21

ICVT ISHARES CONV447 shares-4.08%2026-06-302026-07-21

BAC BANK AMERICA947 shares0.21%2026-06-302026-07-21

VB VANGUARD SMALL174 shares0.58%2026-06-302026-07-21

IGF ISHARES GLOBAL787 shares13.40%2026-06-302026-07-21

YUM YUM BRANDS INC321 shares0.00%2026-06-302026-07-21

IYF ISHARES U S400 shares0.00%2026-06-302026-07-21

STATE STREET STATE STREET1.1K shares15.57%2026-06-302026-07-21

Sponsored

CARR CARRIER GLOBAL665 shares-4.59%2026-06-302026-07-21

3M COMPANY 3M COMPANY300 shares0.00%2026-06-302026-07-21

BA BOEING COMPANY224 shares4.67%2026-06-302026-07-21

CSX CSX CORP1.0K shares0.30%2026-06-302026-07-21

TER TERADYNE INC99 shares130.23%2026-06-302026-07-21

OKLO OKLO INC913 shares8.56%2026-06-302026-07-21

QSR RESTAURANT BRANDS655 shares0.00%2026-06-302026-07-21

ALL ALLSTATE CORP197 shares0.51%2026-06-302026-07-21

Sponsored

LUMENTUM HOLDINGS LUMENTUM HOLDINGS54 shares100.00%2026-06-302026-07-21

UNITEDHEALTH GROUP UNITEDHEALTH GROUP111 shares-4.31%2026-06-302026-07-21

EEMV ISHARES MSCI610 shares0.00%2026-06-302026-07-21

GM GENERAL MOTORS594 shares0.00%2026-06-302026-07-21

O REALTY INCOME726 shares-22.19%2026-06-302026-07-21

EPD ENTERPRISE PRODUCTS1.2K shares0.67%2026-06-302026-07-21

UHT UNIVERSAL HEALTH RLTY1.0K shares0.00%2026-06-302026-07-21

IUSV ISHARES CORE397 shares0.25%2026-06-302026-07-21

Sponsored

GSLC GOLDMAN SACHS307 shares-24.38%2026-06-302026-07-21

CORT CORCEPT THERAPEUTICS500 shares0.00%2026-06-302026-07-21

AVUS AVANTIS U S338 sharesnew addition2026-06-302026-07-21

SRE SEMPRA464 shares0.65%2026-06-302026-07-21

ABRDN STANDARD ABRDN STANDARD1.1K shares151.12%2026-06-302026-07-21

T AT&T INC2.1K shares0.05%2026-06-302026-07-21

ISHARES SYSTEMATIC ISHARES SYSTEMATIC1.5K sharesnew addition2026-06-302026-07-21

DE DEERE & CO66 shares214.29%2026-06-302026-07-21

Sponsored

UBER UBER TECHNOLOGIES581 shares-5.37%2026-06-302026-07-21

THC TENET HEALTHCARE222 shares0.00%2026-06-302026-07-21

WFC WELLS FARGO500 shares-2.53%2026-06-302026-07-21

TRAVELERS COS TRAVELERS COS125 shares0.00%2026-06-302026-07-21

MELI MERCADOLIBRE INC24 shares0.00%2026-06-302026-07-21

SDY STATE STREET267 shares0.38%2026-06-302026-07-21

BLACKROCK ISHARES BLACKROCK ISHARES804 sharesnew addition2026-06-302026-07-21

VWO VANGUARD FSTE676 shares0.15%2026-06-302026-07-21

Sponsored

SPIB STATE STREET1.2K shares1.10%2026-06-302026-07-21

CMCSA COMCAST CORP1.6K shares46.39%2026-06-302026-07-21

SOFI SOFI TECHNOLOGIES2.2K shares0.00%2026-06-302026-07-21

FCNCA FIRST CITIZENS19 shares0.00%2026-06-302026-07-21

ICE INTERCONTINENTAL EXCH322 shares0.00%2026-06-302026-07-21

DELL DELL TECHNOLOGIES92 shares113.95%2026-06-302026-07-21

CAVA CAVA GROUP500 shares0.00%2026-06-302026-07-21

CHUBB LTD CHUBB LTD115 shares10.58%2026-06-302026-07-21

Sponsored

BOCT INNOVATOR U S735 sharesnew addition2026-06-302026-07-21

PRF INVESCO FTSE720 shares0.00%2026-06-302026-07-21

ESGE ISHARES ESG704 shares0.00%2026-06-302026-07-21

HONEYWELL INTL HONEYWELL INTL169 sharesnew addition2026-06-302026-07-21

IBIT ISHARES BITCOIN1.1K shares0.00%2026-06-302026-07-21

HONEYWELL AEROSPACE HONEYWELL AEROSPACE169 sharesnew addition2026-06-302026-07-21

JIRE JPMORGAN449 shares-22.98%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS865 shares94.38%2026-06-302026-07-21

Sponsored

GFLW VICTORYSHARES FREE1.1K sharesnew addition2026-06-302026-07-21

BIPC BROOKFIELD INFRASTRUCTUR941 shares0.64%2026-06-302026-07-21

CROX CROCS INC300 shares0.00%2026-06-302026-07-21

EUHY ISHARES GLOBAL658 sharesnew addition2026-06-302026-07-21

MRNA MODERNA INC500 shares150.00%2026-06-302026-07-21

DOMINOS PIZZA DOMINOS PIZZA118 shares-2.48%2026-06-302026-07-21

ED CONSOLIDATED EDISON312 shares0.00%2026-06-302026-07-21

JSI JANUS HENDERSON672 sharesnew addition2026-06-302026-07-21

Sponsored

SHOP SHOPIFY INC300 shares-1.32%2026-06-302026-07-21

AGX ARGAN INC42 shares0.00%2026-06-302026-07-21

ORACLE CORP ORACLE CORP225 shares-3.85%2026-06-302026-07-21

RIOT RIOT PLATFORMS1.2K shares0.00%2026-06-302026-07-21

PSX PHILLIPS 66190 shares0.00%2026-06-302026-07-21

GLW CORNING INC125 shares4066.67%2026-06-302026-07-21

VLUE ISHARES MSCI158 shares-8.14%2026-06-302026-07-21

TKO TKO GROUP157 shares0.00%2026-06-302026-07-21

Sponsored

UPS UNITED PARCEL292 shares-4.89%2026-06-302026-07-21

BTI BRITISH AMERN507 shares0.20%2026-06-302026-07-21

IRM IRON MOUNTAIN247 shares0.00%2026-06-302026-07-21

CORO ISHARES INTL849 sharesnew addition2026-06-302026-07-21

VFLO VICTORYSHARES FREE652 shares276.88%2026-06-302026-07-21

AIQ GLOBAL X450 shares0.00%2026-06-302026-07-21

BIL STATE STREET317 shares0.00%2026-06-302026-07-21

BROS DUTCH BROS400 shares0.00%2026-06-302026-07-21

Sponsored

LABCORP HOLDINGS LABCORP HOLDINGS102 shares0.00%2026-06-302026-07-21

KMB KIMBERLY CLARK258 shares1.18%2026-06-302026-07-21

OKE ONEOK INC325 shares0.93%2026-06-302026-07-21

VLO VALERO ENERGY108 shares0.00%2026-06-302026-07-21

MNST MONSTER BEVERAGE292 shares0.00%2026-06-302026-07-21

GRID FIRST TRUST146 sharesnew addition2026-06-302026-07-21

MSI MOTOROLA SOLUTIONS67 shares0.00%2026-06-302026-07-21

FUBO FUBOTV INC3.0K shares79.55%2026-06-302026-07-21

Sponsored

CIM CHIMERA INVT2.1K shares3.36%2026-06-302026-07-21

AMGN AMGEN INC75 shares0.00%2026-06-302026-07-21

OTIS OTIS WORLDWIDE378 shares0.27%2026-06-302026-07-21

GEHC GE HEALTHCARE416 shares-2.58%2026-06-302026-07-21

EPS WISDOMTREE U S342 sharesnew addition2026-06-302026-07-21

CGGE CAPITAL GROUP752 sharesnew addition2026-06-302026-07-21

NEXTERA ENERGY NEXTERA ENERGY300 shares-10.45%2026-06-302026-07-21

NOC NORTHROP GRUMMAN52 shares-54.78%2026-06-302026-07-21

Sponsored

RGA REINSURANCE GROUP123 shares0.00%2026-06-302026-07-21

BSX BOSTON SCIENTIFIC604 shares0.00%2026-06-302026-07-21

PANW PALO ALTO75 shares-45.26%2026-06-302026-07-21

VMO INVESCO MUNICIPAL2.6K shares0.00%2026-06-302026-07-21

IDNA ISHARES GENOMICS750 shares0.00%2026-06-302026-07-21

CHEWY INC CHEWY INC1.3K shares0.00%2026-06-302026-07-21

HEFA ISHARES CURRENCY515 shares-31.52%2026-06-302026-07-21

ARK NEXT ARK NEXT166 shares0.00%2026-06-302026-07-21

Sponsored

IYH ISHARES U S355 shares0.00%2026-06-302026-07-21

SNY SANOFI557 shares0.00%2026-06-302026-07-21

CROWDSTRIKE HOLDINGS CROWDSTRIKE HOLDINGS31 shares82.35%2026-06-302026-07-21

FENI FIDELITY ENHANCED585 sharesnew addition2026-06-302026-07-21

SONY SONY GROUP1.2K shares0.00%2026-06-302026-07-21

CQP CHENIERE ENERGY380 shares0.00%2026-06-302026-07-21

BEP BROOKFIELD RENEWABLE666 shares2.15%2026-06-302026-07-21

FUTY FIDELITY MSCI394 sharesnew addition2026-06-302026-07-21

Sponsored

CGMM CAPITAL GROUP692 sharesnew addition2026-06-302026-07-21

FTV FORTIVE CORP373 shares0.00%2026-06-302026-07-21

SCCR SCHWAB CORE890 shares0.00%2026-06-302026-07-21

HLN HALEON PLC2.4K shares0.33%2026-06-302026-07-21

MET METLIFE INC265 shares30.54%2026-06-302026-07-21

CI CIGNA GROUP80 shares0.00%2026-06-302026-07-21

BBUS JPMORGAN BETABUILDERS161 shares0.00%2026-06-302026-07-21

C CITIGROUP INC153 shares0.00%2026-06-302026-07-21

Sponsored

TXRH TEXAS ROADHOUSE111 shares0.91%2026-06-302026-07-21

COIN COINBASE GLOBAL144 shares0.00%2026-06-302026-07-21

CASH PATHWARD FINANCIAL241 sharesnew addition2026-06-302026-07-21

INVESCO NATIONAL INVESCO NATIONAL878 shares0.00%2026-06-302026-07-21

BBAI BIGBEAR AI5.6K shares0.00%2026-06-302026-07-21

BP BP PLC556 shares0.00%2026-06-302026-07-21

COP CONOCOPHILLIPS194 shares0.00%2026-06-302026-07-21

SPACE EXPLORATION SPACE EXPLORATION118 sharesnew addition2026-06-302026-07-21

Sponsored

MIST MILESTONE PHARMACEUTICAL15.0K shares0.00%2026-06-302026-07-21

LPX LA PAC CORP254 shares0.40%2026-06-302026-07-21

IFRA ISHARES TRUST315 shares0.00%2026-06-302026-07-21

BBHY JPMORGAN BETABUILDERS425 shares0.00%2026-06-302026-07-21

MTZ MASTEC INC47 sharesnew addition2026-06-302026-07-21

ITOT ISHARES CORE119 shares0.00%2026-06-302026-07-21

IBB ISHARES BIOTECHNOLOGY100 shares0.00%2026-06-302026-07-21

AXTA AXALTA COATING544 shares0.00%2026-06-302026-07-21

Sponsored

ENB ENBRIDGE INC340 shares0.29%2026-06-302026-07-21

CW CURTISS WRIGHT CORP DE24 shares0.00%2026-06-302026-07-21

CPAY CORPAY INC55 shares0.00%2026-06-302026-07-21

SPH SUBURBAN PROPANE1.1K shares0.00%2026-06-302026-07-21

VOYA VOYA FINANCIAL197 shares0.00%2026-06-302026-07-21

MFC MANULIFE FINANCIAL438 shares0.69%2026-06-302026-07-21

MDLZ MONDELEZ INTERNATIONAL302 shares-3.51%2026-06-302026-07-21

SHEL SHELL PLC224 shares0.00%2026-06-302026-07-21

Sponsored

RDDT REDDIT INC100 shares0.00%2026-06-302026-07-21

MEDTRONIC PLC MEDTRONIC PLC221 shares0.00%2026-06-302026-07-21

UI UBIQUITI INC32 shares0.00%2026-06-302026-07-21

STARWOOD PROPERTY STARWOOD PROPERTY1.0K shares0.00%2026-06-302026-07-21

ARK BLOCKCHAIN ARK BLOCKCHAIN423 shares0.00%2026-06-302026-07-21

UL UNILEVER PLC268 shares0.00%2026-06-302026-07-21

ALLEGION PUBLIC ALLEGION PUBLIC114 shares7.55%2026-06-302026-07-21

ROYAL CARIBBEAN ROYAL CARIBBEAN50 shares-59.02%2026-06-302026-07-21

Sponsored

UEC URANIUM ENERGY1.5K shares0.00%2026-06-302026-07-21

DLTR DOLLAR TREE129 shares0.00%2026-06-302026-07-21

XLC STATE STREET145 shares33.03%2026-06-302026-07-21

SBUX STARBUCKS CORP150 shares-12.28%2026-06-302026-07-21

GILD GILEAD SCIENCES120 shares-6.25%2026-06-302026-07-21

FOXA FOX CORP291 shares0.00%2026-06-302026-07-21

TPYP TORTOISE NORTH361 sharesnew addition2026-06-302026-07-21

CGGO CAPITAL GROUP357 sharesnew addition2026-06-302026-07-21

Sponsored

SCHD SCHWAB US476 shares0.00%2026-06-302026-07-21

ELV ELEVANCE HEALTH39 shares0.00%2026-06-302026-07-21

Q QNITY ELECTRONICS92 shares0.00%2026-06-302026-07-21

JGLO JPMORGAN GLOBAL211 shares0.00%2026-06-302026-07-21

LOW LOWES COMPANIES68 shares-44.72%2026-06-302026-07-21

IREN IREN LTD327 sharesnew addition2026-06-302026-07-21

JAAA JANUS HENDERSON296 sharesnew addition2026-06-302026-07-21

APPLOVIN CORP APPLOVIN CORP29 shares0.00%2026-06-302026-07-21

Sponsored

XLY STATE STREET127 shares51.19%2026-06-302026-07-21

BSV VANGUARD SHORT191 shares0.00%2026-06-302026-07-21

NLR VANECK URANIUM127 shares0.00%2026-06-302026-07-21

CLOUDFLARE INC CLOUDFLARE INC60 shares0.00%2026-06-302026-07-21

IXN ISHARES GLOBAL100 shares0.00%2026-06-302026-07-21

FNF FIDELITY NATIONAL305 shares0.00%2026-06-302026-07-21

SAM BOSTON BEER80 shares0.00%2026-06-302026-07-21

GIS GENERAL MILLS400 shares0.00%2026-06-302026-07-21

Sponsored

IHF ISHARES U S250 shares0.00%2026-06-302026-07-21

IWP ISHARES RUSSELL94 shares0.00%2026-06-302026-07-21

SAFE SAFEHOLD INC874 shares1.16%2026-06-302026-07-21

IWN ISHARES RUSSELL62 shares0.00%2026-06-302026-07-21

NVO NOVO NORDISK286 shares0.00%2026-06-302026-07-21

SNDK SANDISK CORP6 shares0.00%2026-06-302026-07-21

VFH VANGUARD FINANCIALS103 sharesnew addition2026-06-302026-07-21

HUM HUMANA INC34 shares0.00%2026-06-302026-07-21

Sponsored

WAB WABTEC50 shares0.00%2026-06-302026-07-21

SHM STATE STREET279 shares0.00%2026-06-302026-07-21

NOCT INNOVATOR GROWTH213 sharesnew addition2026-06-302026-07-21

TC ENERGY TC ENERGY200 shares-4.76%2026-06-302026-07-21

CTSH COGNIZANT TECH341 shares0.00%2026-06-302026-07-21

VEEV VEEVA SYSTEMS74 shares0.00%2026-06-302026-07-21

COMT ISHARES GSCI427 shares0.00%2026-06-302026-07-21

ESGD ISHARES ESG126 shares0.00%2026-06-302026-07-21

Sponsored

AGNC INVESTMENT AGNC INVESTMENT1.2K shares0.00%2026-06-302026-07-21

KTOS KRATOS DEFENSE256 shares-40.05%2026-06-302026-07-21

LVS LAS VEGAS SANDS276 shares0.00%2026-06-302026-07-21

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY13 shares0.00%2026-06-302026-07-21

IYE ISHARES U S219 shares0.00%2026-06-302026-07-21

SATS ECHOSTAR CORP120 shares0.00%2026-06-302026-07-21

ZBRA ZEBRA TECHNOLOGIES46 shares0.00%2026-06-302026-07-21

BMY BRISTOL MYERS209 shares0.48%2026-06-302026-07-21

Sponsored

JPMORGAN JPMORGAN196 shares-24.32%2026-06-302026-07-21

DOW DOW INC434 shares-1.59%2026-06-302026-07-21

ARES CAPITAL ARES CAPITAL638 shares0.00%2026-06-302026-07-21

CHPT CHARGEPOINT HOLDINGS2.0K shares0.00%2026-06-302026-07-21

PTON PELOTON INTERACTIVE2.0K shares0.00%2026-06-302026-07-21

WDC WESTERN DIGITAL18 shares0.00%2026-06-302026-07-21

KOCT INNOVATOR U S305 sharesnew addition2026-06-302026-07-21

DGRW WISDOMTREE US119 shares0.85%2026-06-302026-07-21

Sponsored

IDV ISHARES INTL274 shares0.00%2026-06-302026-07-21

WBD WARNER BROS422 shares0.00%2026-06-302026-07-21

BBIN JPMORGAN BETABUILDERS143 shares0.00%2026-06-302026-07-21

BLK BLACKROCK FDG11 shares0.00%2026-06-302026-07-21

PLUG PLUG POWER4.0K shares0.00%2026-06-302026-07-21

CGNG CAPITAL GROUP287 sharesnew addition2026-06-302026-07-21

NYCB FLAGSTAR BANK714 shares0.00%2026-06-302026-07-21

VIK VIKING HOLDINGS100 shares0.00%2026-06-302026-07-21

Sponsored

ISHARES MORTGAGE ISHARES MORTGAGE208 shares0.00%2026-06-302026-07-21

CVS CVS HEALTH100 shares0.00%2026-06-302026-07-21

ALAI ALGER AI226 sharesnew addition2026-06-302026-07-21

NDAQ NASDAQ INC127 shares0.00%2026-06-302026-07-21

WY WEYERHAEUSER CO415 shares0.00%2026-06-302026-07-21

JOBY JOBY AVIATION1.1K shares0.00%2026-06-302026-07-21

OXY OCCIDENTAL PETROLEUM200 shares0.00%2026-06-302026-07-21

DXJ WISDOMTREE JAPAN55 shares0.00%2026-06-302026-07-21

Sponsored

AIRR FIRST TRUST72 sharesnew addition2026-06-302026-07-21

FALN ISHARES FALLEN350 shares-40.37%2026-06-302026-07-21

BBT BEACON FINANCIAL309 shares0.00%2026-06-302026-07-21

SNPS SYNOPSYS INC21 shares0.00%2026-06-302026-07-21

DAL DELTA AIRLINES100 shares0.00%2026-06-302026-07-21

DOV DOVER CORP42 shares2.44%2026-06-302026-07-21

STRL 9STERLING INFRASTRUCTURE11 sharesnew addition2026-06-302026-07-21

ARKX ARK SPACE269 shares0.00%2026-06-302026-07-21

Sponsored

SMR NUSCALE POWER911 shares0.00%2026-06-302026-07-21

RAL RALLIANT CORP124 shares0.00%2026-06-302026-07-21

IXC ISHARES GLOBAL183 shares0.00%2026-06-302026-07-21

COPX GLOBAL X116 shares0.00%2026-06-302026-07-21

SXC SUNCOKE ENERGY1.1K shares0.00%2026-06-302026-07-21

LIN LINDE PLC17 shares0.00%2026-06-302026-07-21

BOTZ GLOBAL X225 shares0.00%2026-06-302026-07-21

IWV ISHARES RUSSELL20 shares0.00%2026-06-302026-07-21

Sponsored

GPZ VANECK ALTERNATIVE394 sharesnew addition2026-06-302026-07-21

PFE PFIZER INC350 shares-67.14%2026-06-302026-07-21

TMUS T-MOBILE US50 sharesnew addition2026-06-302026-07-21

DUPONT DE DUPONT DE62 sharesnew addition2026-06-302026-07-21

BTC GRAYSCALE BITCOIN320 shares-70.32%2026-06-302026-07-21

CIBR FIRST TRUST92 sharesnew addition2026-06-302026-07-21

COF CAPITAL ONE41 shares0.00%2026-06-302026-07-21

YUMC YUM CHINA200 shares0.00%2026-06-302026-07-21

Sponsored

VNQ VANGUARD REAL83 shares-22.43%2026-06-302026-07-21

BLNK BLINK CHARGING12.5K shares0.00%2026-06-302026-07-21

SCHA SCHWAB US220 shares0.00%2026-06-302026-07-21

ADI ANALOG DEVICES20 shares0.00%2026-06-302026-07-21

SOLS SOLSTICE ADVANCED89 shares0.00%2026-06-302026-07-21

PSA PUBLIC STORAGE24 shares0.00%2026-06-302026-07-21

BBY BEST BUY100 shares0.00%2026-06-302026-07-21

SPYG STATE STREET63 shares0.00%2026-06-302026-07-21

Sponsored

CUBI CUSTOMERS BANCORP95 shares0.00%2026-06-302026-07-21

DSI ISHARES ESG52 shares-66.88%2026-06-302026-07-21

XYZ BLOCK INC97 shares0.00%2026-06-302026-07-21

HIVE HIVE DIGITAL2.0K shares0.00%2026-06-302026-07-21

XLE STATE STREET132 shares-28.65%2026-06-302026-07-21

ALERIAN MLP ALERIAN MLP135 shares-25.41%2026-06-302026-07-21

VBK VANGUARD SMALL19 shares0.00%2026-06-302026-07-21

FTNT FORTINET INC45 shares0.00%2026-06-302026-07-21

Sponsored

FIW FIRST TRUST63 sharesnew addition2026-06-302026-07-21

MXI ISHARES GLOBAL65 shares0.00%2026-06-302026-07-21

INTU INTUIT INC26 shares-52.73%2026-06-302026-07-21

ARK INNOVATION ARK INNOVATION83 shares0.00%2026-06-302026-07-21

MNKD MANNKIND CORP1.6K shares0.00%2026-06-302026-07-21

NU NU HOLDINGS500 shares0.00%2026-06-302026-07-21

CAMT CAMTEK LTD41 shares0.00%2026-06-302026-07-21

SLYV STATE STREET60 shares0.00%2026-06-302026-07-21

Sponsored

TIP ISHARES TIPS59 shares0.00%2026-06-302026-07-21

CTO CTO REALTY300 shares0.00%2026-06-302026-07-21

VBR VANGUARD SMALL26 shares0.00%2026-06-302026-07-21

KSS KOHLS CORP350 shares0.00%2026-06-302026-07-21

DEM WISDOMTREE EMERGING111 shares0.00%2026-06-302026-07-21

AFFIRM HOLDINGS AFFIRM HOLDINGS73 shares-40.65%2026-06-302026-07-21

NYT NEW YORK85 shares-15.84%2026-06-302026-07-21

COHR COHERENT CORP15 sharesnew addition2026-06-302026-07-21

Sponsored

QXO QXO INC325 sharesnew addition2026-06-302026-07-21

BPRE BLUEROCK PRIVATE420 sharesnew addition2026-06-302026-07-21

TOTL STATE STREET136 shares0.00%2026-06-302026-07-21

HNDL STRATEGY NASDAQ234 shares1.74%2026-06-302026-07-21

QQQ

INVESCO QQQ

-0.53%

Shares85.6K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

0.41%

Shares135.3K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM

-7.63%

Shares93.9K

Event2026-06-30

Filed2026-07-21

DIA

STATE STREET

1.07%

Shares32.9K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD S&P

4.68%

Shares17.9K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE

0.49%

Shares12.8K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

-16.96%

Shares27.4K

Event2026-06-30

Filed2026-07-21

XLG

INVESCO S&P

2.56%

Shares175.0K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD HIGH

0.89%

Shares60.4K

Event2026-06-30

Filed2026-07-21

VISA INC

0.09%

Shares25.3K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORP

0.77%

Shares41.5K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

1.79%

Shares19.1K

Event2026-06-30

Filed2026-07-21

SOXX

ISHARES SEMICONDUCTOR

2.02%

Shares11.0K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

1.37%

Shares19.4K

Event2026-06-30

Filed2026-07-21

STATE STREET

0.54%

Shares8.8K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY

64.93%

Shares5.2K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD INFORMATION

746.27%

Shares49.3K

Event2026-06-30

Filed2026-07-21

ISHARES CORE

14.23%

Shares7.6K

Event2026-06-30

Filed2026-07-21

RDVY

FIRST TRUST

16.67%

Shares69.6K

Event2026-06-30

Filed2026-07-21

SMH

VANECK SEMICONDUCTOR

14.87%

Shares8.3K

Event2026-06-30

Filed2026-07-21

MASTERCARD INC

-1.49%

Shares10.1K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

5.48%

Shares4.8K

Event2026-06-30

Filed2026-07-21

META PLATFORMS

1.63%

Shares8.9K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-2.14%

Shares11.4K

Event2026-06-30

Filed2026-07-21

DGRO

ISHARES CORE

-0.07%

Shares44.9K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORP

-1.52%

Shares10.8K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

0.36%

Shares9.1K

Event2026-06-30

Filed2026-07-21

QQQM

INVESCO NASDAQ

116.63%

Shares10.5K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN

-4.21%

Shares5.7K

Event2026-06-30

Filed2026-07-21

WASTE MANAGEMENT

0.10%

Shares12.3K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD DIVIDEND

-6.66%

Shares11.4K

Event2026-06-30

Filed2026-07-21

IUSB

ISHARES CORE

12.82%

Shares57.2K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS

7.22%

Shares2.5K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR

0.53%

Shares4.9K

Event2026-06-30

Filed2026-07-21

VANGUARD MID

258.71%

Shares28.4K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD GROWTH

483.54%

Shares24.4K

Event2026-06-30

Filed2026-07-21

DYNF

ISHARES U S

15.66%

Shares30.7K

Event2026-06-30

Filed2026-07-21

ITA

ISHARES AEROSPACE

-0.27%

Shares8.4K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES S&P

20.04%

Shares14.5K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA

16.23%

Shares1.6K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES CORE

13.33%

Shares22.7K

Event2026-06-30

Filed2026-07-21

TRANE TECHNOLOGIES

0.39%

Shares3.6K

Event2026-06-30

Filed2026-07-21

AZO

AUTOZONE INC

-7.48%

Shares557

Event2026-06-30

Filed2026-07-21

EFV

ISHARES MSCI

5.47%

Shares23.1K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES S&P

10.75%

Shares7.8K

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP

1149.79%

Shares5.8K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES NATIONAL

10.62%

Shares15.2K

Event2026-06-30

Filed2026-07-21

QTUM

DEFIANCE QUANTUM

8.49%

Shares9.7K

Event2026-06-30

Filed2026-07-21

VANGUARD TOTAL

7.37%

Shares4.2K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES MSCI

4.74%

Shares6.8K

Event2026-06-30

Filed2026-07-21

TDG

TRANSDIGM GROUP

-2.57%

Shares1.1K

Event2026-06-30

Filed2026-07-21

PEG

PUBLIC SERVICE

-2.25%

Shares17.5K

Event2026-06-30

Filed2026-07-21

QUANTA SERVICES

0.67%

Shares1.9K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES

5.20%

Shares11.8K

Event2026-06-30

Filed2026-07-21

PTY

PIMCO CORPORATE

-1.37%

Shares114.1K

Event2026-06-30

Filed2026-07-21

CRDO

CREDO TECHNOLOGY

97.00%

Shares4.9K

Event2026-06-30

Filed2026-07-21

ASML

ASML HOLDING

2.46%

Shares624

Event2026-06-30

Filed2026-07-21

PCN

PIMCO CORPORATE

-4.50%

Shares94.2K

Event2026-06-30

Filed2026-07-21

NETFLIX INC

-1.20%

Shares15.6K

Event2026-06-30

Filed2026-07-21

DVY

ISHARES SELECT

-0.35%

Shares6.9K

Event2026-06-30

Filed2026-07-21

TCAF

T ROWE

-49.36%

Shares25.9K

Event2026-06-30

Filed2026-07-21

MBB

ISHARES MBS

5.62%

Shares11.2K

Event2026-06-30

Filed2026-07-21

NVMI

NOVA LTD

1.63%

Shares1.8K

Event2026-06-30

Filed2026-07-21

HUBB

HUBBELL INC

217.78%

Shares1.9K

Event2026-06-30

Filed2026-07-21

TLH

ISHARES 10-20YR

10.02%

Shares9.5K

Event2026-06-30

Filed2026-07-21

HIMU

ISHARES HIGH

3.24%

Shares18.7K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

-13.24%

Shares3.4K

Event2026-06-30

Filed2026-07-21

FIX

COMFORT SYSTEMS USA INC

19.27%

Shares458

Event2026-06-30

Filed2026-07-21

VRT

VERTIV HOLDINGS

428.18%

Shares2.7K

Event2026-06-30

Filed2026-07-21

OEF

ISHARES S&P

-9.04%

Shares2.4K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

4.44%

Shares2.3K

Event2026-06-30

Filed2026-07-21

BAI

ISHARES A I

17.31%

Shares16.0K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE

-0.23%

Shares2.6K

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL

-53.53%

Shares2.0K

Event2026-06-30

Filed2026-07-21

BLACKSTONE INC

-11.80%

Shares6.8K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO

41.33%

Shares1.4K

Event2026-06-30

Filed2026-07-21

THRO

ISHARES U S

9.97%

Shares17.9K

Event2026-06-30

Filed2026-07-21

GOVT

ISHARES U S

20.41%

Shares33.6K

Event2026-06-30

Filed2026-07-21

MPWR

MONOLITHIC POWER

0.00%

Shares540

Event2026-06-30

Filed2026-07-21

BINC

ISHARES FLEXIBLE

3.73%

Shares14.2K

Event2026-06-30

Filed2026-07-21

MTUM

ISHARES MSCI

12.32%

Shares2.1K

Event2026-06-30

Filed2026-07-21

EFG

ISHARES MSCI

34.58%

Shares5.7K

Event2026-06-30

Filed2026-07-21

HOME DEPOT

-8.87%

Shares1.8K

Event2026-06-30

Filed2026-07-21

RKLB

ROCKET LAB

978.83%

Shares5.9K

Event2026-06-30

Filed2026-07-21

FDVV

FIDELITY HIGH

201.75%

Shares9.7K

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

IYW

ISHARES TECHNOLOGY

-0.97%

Shares2.1K

Event2026-06-30

Filed2026-07-21

AXON

AXON ENTERPRISE

-68.34%

Shares920

Event2026-06-30

Filed2026-07-21

ESGU

ISHARES ESG

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

IBM

INTL BUSINESS

-1.68%

Shares1.7K

Event2026-06-30

Filed2026-07-21

IAGG

ISHARES CORE

7.14%

Shares8.5K

Event2026-06-30

Filed2026-07-21

RSG

REPUBLIC SERVICES

-22.24%

Shares2.0K

Event2026-06-30

Filed2026-07-21

SPMO

INVESCO S&P

New

Shares2.6K

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES CORE

0.92%

Shares4.4K

Event2026-06-30

Filed2026-07-21

FNDF

SCHWAB FUNDAMENTAL

3.93%

Shares7.6K

Event2026-06-30

Filed2026-07-21

IHI

ISHARES U S

-68.14%

Shares8.1K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP

New

Shares917

Event2026-06-30

Filed2026-07-21

STATE STREET

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-0.72%

Shares1.5K

Event2026-06-30

Filed2026-07-21

BALI

ISHARES U S

6.85%

Shares11.1K

Event2026-06-30

Filed2026-07-21

QLTA

ISHARES AAA

-3.37%

Shares7.7K

Event2026-06-30

Filed2026-07-21

IGEB

ISHARES INVESTMENT

6.39%

Shares7.9K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD

4.40%

Shares4.5K

Event2026-06-30

Filed2026-07-21

APOLLO GLOBAL

-32.32%

Shares2.9K

Event2026-06-30

Filed2026-07-21

RTX CORP

130.76%

Shares1.7K

Event2026-06-30

Filed2026-07-21

SPHR

SPHERE ENTERTAINMENT

274.74%

Shares1.8K

Event2026-06-30

Filed2026-07-21

CLOA

ISHARES AAA

16.09%

Shares6.0K

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY

1.30%

Shares1.2K

Event2026-06-30

Filed2026-07-21

ISHARES CORE

3.37%

Shares3.2K

Event2026-06-30

Filed2026-07-21

MDY

SPDR S&P

0.00%

Shares436

Event2026-06-30

Filed2026-07-21

IWM

ISHARES RUSSELL

-1.65%

Shares1.0K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

4.17%

Shares2.1K

Event2026-06-30

Filed2026-07-21

USMV

ISHARES MSCI

0.49%

Shares3.1K

Event2026-06-30

Filed2026-07-21

LPLA

LPL FINANCIAL

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORP

6.12%

Shares1.8K

Event2026-06-30

Filed2026-07-21

SHYM

ISHARES SHORT

0.73%

Shares12.9K

Event2026-06-30

Filed2026-07-21

KKR

KKR & CO

-22.39%

Shares3.1K

Event2026-06-30

Filed2026-07-21

GSST

GOLDMAN SACHS

6.28%

Shares5.3K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

-0.22%

Shares1.9K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

0.18%

Shares2.2K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES RUSSELL

-13.79%

Shares600

Event2026-06-30

Filed2026-07-21

XLK

STATE STREET

-3.86%

Shares1.2K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & COMPANY

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD

14.10%

Shares607

Event2026-06-30

Filed2026-07-21

BIP

BROOKFIELD INFRASTRUCTRE

-0.67%

Shares6.1K

Event2026-06-30

Filed2026-07-21

HYGW

ISHARES HIGH

-4.66%

Shares7.7K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER

-0.23%

Shares430

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

IGRO

ISHARES INTL

-10.68%

Shares2.3K

Event2026-06-30

Filed2026-07-21

ANET

ARISTA NETWORKS

-0.42%

Shares1.2K

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD MEGA

400.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

CISCO SYSTEMS

-0.86%

Shares1.6K

Event2026-06-30

Filed2026-07-21

AKRE

PROFESSIONALLY MANAGED

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

CIEN

CIENA CORP

0.00%

Shares367

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS

652.24%

Shares504

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY

-14.90%

Shares354

Event2026-06-30

Filed2026-07-21

JMUB

JPMORGAN

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

BLCR

ISHARES LARGE

692.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS

2.46%

Shares500

Event2026-06-30

Filed2026-07-21

APPLIED MATERIALS

3.59%

Shares231

Event2026-06-30

Filed2026-07-21

ABBVIE INC

-0.60%

Shares664

Event2026-06-30

Filed2026-07-21

IWF

ISHARES RUSSELL

300.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

BIDD

ISHARES INTL

-6.73%

Shares5.4K

Event2026-06-30

Filed2026-07-21

EMB

ISHARES JPMORGAN

-9.85%

Shares1.6K

Event2026-06-30

Filed2026-07-21

IUSG

ISHARES S&P

0.12%

Shares842

Event2026-06-30

Filed2026-07-21

IJH

ISHARES CORE

-8.74%

Shares2.0K

Event2026-06-30

Filed2026-07-21

REGN

REGENERON PHARMACEUTICAL

0.00%

Shares243

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD VALUE

0.29%

Shares690

Event2026-06-30

Filed2026-07-21

UNP

UNION PACIFIC CORP

0.55%

Shares547

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY

84.91%

Shares490

Event2026-06-30

Filed2026-07-21

AEP

AMERICAN ELECTRIC

4.35%

Shares1.1K

Event2026-06-30

Filed2026-07-21

EMLC

VANECK JPM

18.80%

Shares5.6K

Event2026-06-30

Filed2026-07-21

ARES MANAGEMENT

-30.43%

Shares1.2K

Event2026-06-30

Filed2026-07-21

BKNG

BOOKING HOLDINGS

2370.97%

Shares766

Event2026-06-30

Filed2026-07-21

IDEF

ISHARES DEFENSE

355.63%

Shares4.3K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH

0.32%

Shares313

Event2026-06-30

Filed2026-07-21

BXMT

BLACKSTONE MORTGAGE

-8.64%

Shares7.9K

Event2026-06-30

Filed2026-07-21

BANK NEW YORK

0.11%

Shares912

Event2026-06-30

Filed2026-07-21

HWM

HOWMET AEROSPACE

57.14%

Shares484

Event2026-06-30

Filed2026-07-21

VIS

VANGUARD INDUSTRIALS

0.00%

Shares360

Event2026-06-30

Filed2026-07-21

HDV

ISHARES CORE

592.19%

Shares4.6K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES CORE

0.12%

Shares851

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD FTSE

0.40%

Shares1.8K

Event2026-06-30

Filed2026-07-21

ENERGY TRANSFER

0.18%

Shares6.2K

Event2026-06-30

Filed2026-07-21

CRWV

COREWEAVE INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

LQD

ISHARES IBOXX

-11.06%

Shares997

Event2026-06-30

Filed2026-07-21

PRU

PRUDENTIAL FINANCIAL

0.10%

Shares997

Event2026-06-30

Filed2026-07-21

XLI

STATE STREET

-2.36%

Shares579

Event2026-06-30

Filed2026-07-21

TJX

TJX COS

-5.26%

Shares703

Event2026-06-30

Filed2026-07-21

SIVR

ABRDN PHYSICAL

88.71%

Shares1.9K

Event2026-06-30

Filed2026-07-21

IEF

ISHARES 7-10YR

6.18%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SPG

SIMON PROPERTY

0.67%

Shares453

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS

6.78%

Shares551

Event2026-06-30

Filed2026-07-21

DIS

WALT DISNEY

5.33%

Shares969

Event2026-06-30

Filed2026-07-21

BDX

BECTON DICKINSON

-18.18%

Shares603

Event2026-06-30

Filed2026-07-21

ROST

ROSS STORES

0.23%

Shares428

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP

29.24%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA

-8.39%

Shares404

Event2026-06-30

Filed2026-07-21

STIP

ISHARES 0-5

6.14%

Shares881

Event2026-06-30

Filed2026-07-21

KODK

EASTMAN KODAK

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-21

XLF

STATE STREET

-9.99%

Shares1.6K

Event2026-06-30

Filed2026-07-21

CORTEVA INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

PGR

PROGRESSIVE CORP

-69.11%

Shares392

Event2026-06-30

Filed2026-07-21

PDI

PIMCO DYNAMIC

-14.44%

Shares5.1K

Event2026-06-30

Filed2026-07-21

UGI

UGI CORP

1.04%

Shares2.4K

Event2026-06-30

Filed2026-07-21

TLT

ISHARES 20

-0.51%

Shares967

Event2026-06-30

Filed2026-07-21

SUB

ISHARES SHORT

0.00%

Shares762

Event2026-06-30

Filed2026-07-21

EXXON MOBIL

27.33%

Shares587

Event2026-06-30

Filed2026-07-21

IONQ INC

-11.03%

Shares1.5K

Event2026-06-30

Filed2026-07-21

RGTI

RIGETTI COMPUTING

-0.48%

Shares4.1K

Event2026-06-30

Filed2026-07-21

GME

GAMESTOP CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

GSK PLC

0.28%

Shares1.4K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRUMENTS

0.80%

Shares252

Event2026-06-30

Filed2026-07-21

ETV

EATON VANCE

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES RUSSELL

0.00%

Shares304

Event2026-06-30

Filed2026-07-21

TGT

TARGET CORP

0.00%

Shares553

Event2026-06-30

Filed2026-07-21

NDMO

NUVEEN DYNAMIC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-21

IAK

ISHARES U S

-21.86%

Shares504

Event2026-06-30

Filed2026-07-21

PXE

INVESCO ENERGY

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

TFLO

ISHARES TREASURY

-1.30%

Shares1.4K

Event2026-06-30

Filed2026-07-21

STLD

STEEL DYNAMICS INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

GBTC

GRAYSCALE BITCOIN

6.70%

Shares1.5K

Event2026-06-30

Filed2026-07-21

LMUB

ISHARES LONG

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

FORD MOTOR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-21

VPU

VANGUARD UTILITIES

0.00%

Shares345

Event2026-06-30

Filed2026-07-21

SYY

SYSCO CORP

0.00%

Shares800

Event2026-06-30

Filed2026-07-21

SYSB

ISHARES SYSTEMATIC

-0.40%

Shares738

Event2026-06-30

Filed2026-07-21

PKW

INVESCO BUYBACK

0.00%

Shares453

Event2026-06-30

Filed2026-07-21

EMXC

ISHARES MSCI

-25.54%

Shares624

Event2026-06-30

Filed2026-07-21

IWR

ISHARES RUSSELL

-4.87%

Shares566

Event2026-06-30

Filed2026-07-21

WCN

WASTE CONNECTIONS

0.00%

Shares372

Event2026-06-30

Filed2026-07-21

HPQ

HP INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

BND

VANGUARD TOTAL

0.00%

Shares813

Event2026-06-30

Filed2026-07-21

EME

EMCOR GROUP

125.81%

Shares70

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD INTERMEDIATE

1.02%

Shares696

Event2026-06-30

Filed2026-07-21

MPLX

0.00%

Shares998

Event2026-06-30

Filed2026-07-21

MGV

VANGUARD MEGA

0.00%

Shares335

Event2026-06-30

Filed2026-07-21

ICVT

ISHARES CONV

-4.08%

Shares447

Event2026-06-30

Filed2026-07-21

BAC

BANK AMERICA

0.21%

Shares947

Event2026-06-30

Filed2026-07-21

VANGUARD SMALL

0.58%

Shares174

Event2026-06-30

Filed2026-07-21

IGF

ISHARES GLOBAL

13.40%

Shares787

Event2026-06-30

Filed2026-07-21

YUM

YUM BRANDS INC

0.00%

Shares321

Event2026-06-30

Filed2026-07-21

IYF

ISHARES U S

0.00%

Shares400

Event2026-06-30

Filed2026-07-21

STATE STREET

15.57%

Shares1.1K

Event2026-06-30

Filed2026-07-21

CARR

CARRIER GLOBAL

-4.59%

Shares665

Event2026-06-30

Filed2026-07-21

3M COMPANY

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

BOEING COMPANY

4.67%

Shares224

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

0.30%

Shares1.0K

Event2026-06-30

Filed2026-07-21

TER

TERADYNE INC

130.23%

Shares99

Event2026-06-30

Filed2026-07-21

OKLO

OKLO INC

8.56%

Shares913

Event2026-06-30

Filed2026-07-21

QSR

RESTAURANT BRANDS

0.00%

Shares655

Event2026-06-30

Filed2026-07-21

ALL

ALLSTATE CORP

0.51%

Shares197

Event2026-06-30

Filed2026-07-21

LUMENTUM HOLDINGS

100.00%

Shares54

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP

-4.31%

Shares111

Event2026-06-30

Filed2026-07-21

EEMV

ISHARES MSCI

0.00%

Shares610

Event2026-06-30

Filed2026-07-21

GENERAL MOTORS

0.00%

Shares594

Event2026-06-30

Filed2026-07-21

REALTY INCOME

-22.19%

Shares726

Event2026-06-30

Filed2026-07-21

EPD

ENTERPRISE PRODUCTS

0.67%

Shares1.2K

Event2026-06-30

Filed2026-07-21

UHT

UNIVERSAL HEALTH RLTY

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

IUSV

ISHARES CORE

0.25%

Shares397

Event2026-06-30

Filed2026-07-21

GSLC

GOLDMAN SACHS

-24.38%

Shares307

Event2026-06-30

Filed2026-07-21

CORT

CORCEPT THERAPEUTICS

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

AVUS

AVANTIS U S

New

Shares338

Event2026-06-30

Filed2026-07-21

SRE

SEMPRA

0.65%

Shares464

Event2026-06-30

Filed2026-07-21

ABRDN STANDARD

151.12%

Shares1.1K

Event2026-06-30

Filed2026-07-21

AT&T INC

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-21

ISHARES SYSTEMATIC

New

Shares1.5K

Event2026-06-30

Filed2026-07-21

DEERE & CO

214.29%

Shares66

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES

-5.37%

Shares581

Event2026-06-30

Filed2026-07-21

THC

TENET HEALTHCARE

0.00%

Shares222

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO

-2.53%

Shares500

Event2026-06-30

Filed2026-07-21

TRAVELERS COS

0.00%

Shares125

Event2026-06-30

Filed2026-07-21

MELI

MERCADOLIBRE INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-21

SDY

STATE STREET

0.38%

Shares267

Event2026-06-30

Filed2026-07-21

BLACKROCK ISHARES

New

Shares804

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD FSTE

0.15%

Shares676

Event2026-06-30

Filed2026-07-21

SPIB

STATE STREET

1.10%

Shares1.2K

Event2026-06-30

Filed2026-07-21

CMCSA

COMCAST CORP

46.39%

Shares1.6K

Event2026-06-30

Filed2026-07-21

SOFI

SOFI TECHNOLOGIES

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

FCNCA

FIRST CITIZENS

0.00%

Shares19

Event2026-06-30

Filed2026-07-21

ICE

INTERCONTINENTAL EXCH

0.00%

Shares322

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES

113.95%

Shares92

Event2026-06-30

Filed2026-07-21

CAVA

CAVA GROUP

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

CHUBB LTD

10.58%

Shares115

Event2026-06-30

Filed2026-07-21

BOCT

INNOVATOR U S

New

Shares735

Event2026-06-30

Filed2026-07-21

PRF

INVESCO FTSE

0.00%

Shares720

Event2026-06-30

Filed2026-07-21

ESGE

ISHARES ESG

0.00%

Shares704

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL

New

Shares169

Event2026-06-30

Filed2026-07-21

IBIT

ISHARES BITCOIN

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE

New

Shares169

Event2026-06-30

Filed2026-07-21

JIRE

JPMORGAN

-22.98%

Shares449

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS

94.38%

Shares865

Event2026-06-30

Filed2026-07-21

GFLW

VICTORYSHARES FREE

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

BIPC

BROOKFIELD INFRASTRUCTUR

0.64%

Shares941

Event2026-06-30

Filed2026-07-21

CROX

CROCS INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

EUHY

ISHARES GLOBAL

New

Shares658

Event2026-06-30

Filed2026-07-21

MRNA

MODERNA INC

150.00%

Shares500

Event2026-06-30

Filed2026-07-21

DOMINOS PIZZA

-2.48%

Shares118

Event2026-06-30

Filed2026-07-21

CONSOLIDATED EDISON

0.00%

Shares312

Event2026-06-30

Filed2026-07-21

JSI

JANUS HENDERSON

New

Shares672

Event2026-06-30

Filed2026-07-21

SHOP

SHOPIFY INC

-1.32%

Shares300

Event2026-06-30

Filed2026-07-21

AGX

ARGAN INC

0.00%

Shares42

Event2026-06-30

Filed2026-07-21

ORACLE CORP

-3.85%

Shares225

Event2026-06-30

Filed2026-07-21

RIOT

RIOT PLATFORMS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

PSX

PHILLIPS 66

0.00%

Shares190

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

4066.67%

Shares125

Event2026-06-30

Filed2026-07-21

VLUE

ISHARES MSCI

-8.14%

Shares158

Event2026-06-30

Filed2026-07-21

TKO

TKO GROUP

0.00%

Shares157

Event2026-06-30

Filed2026-07-21

UPS

UNITED PARCEL

-4.89%

Shares292

Event2026-06-30

Filed2026-07-21

BTI

BRITISH AMERN

0.20%

Shares507

Event2026-06-30

Filed2026-07-21

IRM

IRON MOUNTAIN

0.00%

Shares247

Event2026-06-30

Filed2026-07-21

CORO

ISHARES INTL

New

Shares849

Event2026-06-30

Filed2026-07-21

VFLO

VICTORYSHARES FREE

276.88%

Shares652

Event2026-06-30

Filed2026-07-21

AIQ

GLOBAL X

0.00%

Shares450

Event2026-06-30

Filed2026-07-21

BIL

STATE STREET

0.00%

Shares317

Event2026-06-30

Filed2026-07-21

BROS

DUTCH BROS

0.00%

Shares400

Event2026-06-30

Filed2026-07-21

LABCORP HOLDINGS

0.00%

Shares102

Event2026-06-30

Filed2026-07-21

KMB

KIMBERLY CLARK

1.18%

Shares258

Event2026-06-30

Filed2026-07-21

OKE

ONEOK INC

0.93%

Shares325

Event2026-06-30

Filed2026-07-21

VLO

VALERO ENERGY

0.00%

Shares108

Event2026-06-30

Filed2026-07-21

MNST

MONSTER BEVERAGE

0.00%

Shares292

Event2026-06-30

Filed2026-07-21

GRID

FIRST TRUST

New

Shares146

Event2026-06-30

Filed2026-07-21

MSI

MOTOROLA SOLUTIONS

0.00%

Shares67

Event2026-06-30

Filed2026-07-21

FUBO

FUBOTV INC

79.55%

Shares3.0K

Event2026-06-30

Filed2026-07-21

CIM

CHIMERA INVT

3.36%

Shares2.1K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-21

OTIS

OTIS WORLDWIDE

0.27%

Shares378

Event2026-06-30

Filed2026-07-21

GEHC

GE HEALTHCARE

-2.58%

Shares416

Event2026-06-30

Filed2026-07-21

EPS

WISDOMTREE U S

New

Shares342

Event2026-06-30

Filed2026-07-21

CGGE

CAPITAL GROUP

New

Shares752

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY

-10.45%

Shares300

Event2026-06-30

Filed2026-07-21

NOC

NORTHROP GRUMMAN

-54.78%

Shares52

Event2026-06-30

Filed2026-07-21

RGA

REINSURANCE GROUP

0.00%

Shares123

Event2026-06-30

Filed2026-07-21

BSX

BOSTON SCIENTIFIC

0.00%

Shares604

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO

-45.26%

Shares75

Event2026-06-30

Filed2026-07-21

VMO

INVESCO MUNICIPAL

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

IDNA

ISHARES GENOMICS

0.00%

Shares750

Event2026-06-30

Filed2026-07-21

CHEWY INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

HEFA

ISHARES CURRENCY

-31.52%

Shares515

Event2026-06-30

Filed2026-07-21

ARK NEXT

0.00%

Shares166

Event2026-06-30

Filed2026-07-21

IYH

ISHARES U S

0.00%

Shares355

Event2026-06-30

Filed2026-07-21

SNY

SANOFI

0.00%

Shares557

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HOLDINGS

82.35%

Shares31

Event2026-06-30

Filed2026-07-21

FENI

FIDELITY ENHANCED

New

Shares585

Event2026-06-30

Filed2026-07-21

SONY

SONY GROUP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

CQP

CHENIERE ENERGY

0.00%

Shares380

Event2026-06-30

Filed2026-07-21

BEP

BROOKFIELD RENEWABLE

2.15%

Shares666

Event2026-06-30

Filed2026-07-21

FUTY

FIDELITY MSCI

New

Shares394

Event2026-06-30

Filed2026-07-21

CGMM

CAPITAL GROUP

New

Shares692

Event2026-06-30

Filed2026-07-21

FTV

FORTIVE CORP

0.00%

Shares373

Event2026-06-30

Filed2026-07-21

SCCR

SCHWAB CORE

0.00%

Shares890

Event2026-06-30

Filed2026-07-21

HLN

HALEON PLC

0.33%

Shares2.4K

Event2026-06-30

Filed2026-07-21

MET

METLIFE INC

30.54%

Shares265

Event2026-06-30

Filed2026-07-21

CIGNA GROUP

0.00%

Shares80

Event2026-06-30

Filed2026-07-21

BBUS

JPMORGAN BETABUILDERS

0.00%

Shares161

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

0.00%

Shares153

Event2026-06-30

Filed2026-07-21

TXRH

TEXAS ROADHOUSE

0.91%

Shares111

Event2026-06-30

Filed2026-07-21

COIN

COINBASE GLOBAL

0.00%

Shares144

Event2026-06-30

Filed2026-07-21

CASH

PATHWARD FINANCIAL

New

Shares241

Event2026-06-30

Filed2026-07-21

INVESCO NATIONAL

0.00%

Shares878

Event2026-06-30

Filed2026-07-21

BBAI

BIGBEAR AI

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-21

BP PLC

0.00%

Shares556

Event2026-06-30

Filed2026-07-21

COP

CONOCOPHILLIPS

0.00%

Shares194

Event2026-06-30

Filed2026-07-21

SPACE EXPLORATION

New

Shares118

Event2026-06-30

Filed2026-07-21

MIST

MILESTONE PHARMACEUTICAL

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-21

LPX

LA PAC CORP

0.40%

Shares254

Event2026-06-30

Filed2026-07-21

IFRA

ISHARES TRUST

0.00%

Shares315

Event2026-06-30

Filed2026-07-21

BBHY

JPMORGAN BETABUILDERS

0.00%

Shares425

Event2026-06-30

Filed2026-07-21

MTZ

MASTEC INC

New

Shares47

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES CORE

0.00%

Shares119

Event2026-06-30

Filed2026-07-21

IBB

ISHARES BIOTECHNOLOGY

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

AXTA

AXALTA COATING

0.00%

Shares544

Event2026-06-30

Filed2026-07-21

ENB

ENBRIDGE INC

0.29%

Shares340

Event2026-06-30

Filed2026-07-21

CURTISS WRIGHT CORP DE

0.00%

Shares24

Event2026-06-30

Filed2026-07-21

CPAY

CORPAY INC

0.00%

Shares55

Event2026-06-30

Filed2026-07-21

SPH

SUBURBAN PROPANE

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

VOYA

VOYA FINANCIAL

0.00%

Shares197

Event2026-06-30

Filed2026-07-21

MFC

MANULIFE FINANCIAL

0.69%

Shares438

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTERNATIONAL

-3.51%

Shares302

Event2026-06-30

Filed2026-07-21

SHEL

SHELL PLC

0.00%

Shares224

Event2026-06-30

Filed2026-07-21

RDDT

REDDIT INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

0.00%

Shares221

Event2026-06-30

Filed2026-07-21

UBIQUITI INC

0.00%

Shares32

Event2026-06-30

Filed2026-07-21

STARWOOD PROPERTY

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

ARK BLOCKCHAIN

0.00%

Shares423

Event2026-06-30

Filed2026-07-21

UNILEVER PLC

0.00%

Shares268

Event2026-06-30

Filed2026-07-21

ALLEGION PUBLIC

7.55%

Shares114

Event2026-06-30

Filed2026-07-21

ROYAL CARIBBEAN

-59.02%

Shares50

Event2026-06-30

Filed2026-07-21

UEC

URANIUM ENERGY

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

DLTR

DOLLAR TREE

0.00%

Shares129

Event2026-06-30

Filed2026-07-21

XLC

STATE STREET

33.03%

Shares145

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

-12.28%

Shares150

Event2026-06-30

Filed2026-07-21

GILD

GILEAD SCIENCES

-6.25%

Shares120

Event2026-06-30

Filed2026-07-21

FOXA

FOX CORP

0.00%

Shares291

Event2026-06-30

Filed2026-07-21

TPYP

TORTOISE NORTH

New

Shares361

Event2026-06-30

Filed2026-07-21

CGGO

CAPITAL GROUP

New

Shares357

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB US

0.00%

Shares476

Event2026-06-30

Filed2026-07-21

ELV

ELEVANCE HEALTH

0.00%

Shares39

Event2026-06-30

Filed2026-07-21

QNITY ELECTRONICS

0.00%

Shares92

Event2026-06-30

Filed2026-07-21

JGLO

JPMORGAN GLOBAL

0.00%

Shares211

Event2026-06-30

Filed2026-07-21

LOW

LOWES COMPANIES

-44.72%

Shares68

Event2026-06-30

Filed2026-07-21

IREN

IREN LTD

New

Shares327

Event2026-06-30

Filed2026-07-21

JAAA

JANUS HENDERSON

New

Shares296

Event2026-06-30

Filed2026-07-21

APPLOVIN CORP

0.00%

Shares29

Event2026-06-30

Filed2026-07-21

XLY

STATE STREET

51.19%

Shares127

Event2026-06-30

Filed2026-07-21

BSV

VANGUARD SHORT

0.00%

Shares191

Event2026-06-30

Filed2026-07-21

NLR

VANECK URANIUM

0.00%

Shares127

Event2026-06-30

Filed2026-07-21

CLOUDFLARE INC

0.00%

Shares60

Event2026-06-30

Filed2026-07-21

IXN

ISHARES GLOBAL

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

FNF

FIDELITY NATIONAL

0.00%

Shares305

Event2026-06-30

Filed2026-07-21

SAM

BOSTON BEER

0.00%

Shares80

Event2026-06-30

Filed2026-07-21

GIS

GENERAL MILLS

0.00%

Shares400

Event2026-06-30

Filed2026-07-21

IHF

ISHARES U S

0.00%

Shares250

Event2026-06-30

Filed2026-07-21

IWP

ISHARES RUSSELL

0.00%

Shares94

Event2026-06-30

Filed2026-07-21

SAFE

SAFEHOLD INC

1.16%

Shares874

Event2026-06-30

Filed2026-07-21

IWN

ISHARES RUSSELL

0.00%

Shares62

Event2026-06-30

Filed2026-07-21

NVO

NOVO NORDISK

0.00%

Shares286

Event2026-06-30

Filed2026-07-21

SNDK

SANDISK CORP

0.00%

Shares6

Event2026-06-30

Filed2026-07-21

VFH

VANGUARD FINANCIALS

New

Shares103

Event2026-06-30

Filed2026-07-21

HUM

HUMANA INC

0.00%

Shares34

Event2026-06-30

Filed2026-07-21

WAB

WABTEC

0.00%

Shares50

Event2026-06-30

Filed2026-07-21

SHM

STATE STREET

0.00%

Shares279

Event2026-06-30

Filed2026-07-21

NOCT

INNOVATOR GROWTH

New

Shares213

Event2026-06-30

Filed2026-07-21

TC ENERGY

-4.76%

Shares200

Event2026-06-30

Filed2026-07-21

CTSH

COGNIZANT TECH

0.00%

Shares341

Event2026-06-30

Filed2026-07-21

VEEV

VEEVA SYSTEMS

0.00%

Shares74

Event2026-06-30

Filed2026-07-21

COMT

ISHARES GSCI

0.00%

Shares427

Event2026-06-30

Filed2026-07-21

ESGD

ISHARES ESG

0.00%

Shares126

Event2026-06-30

Filed2026-07-21

AGNC INVESTMENT

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

KTOS

KRATOS DEFENSE

-40.05%

Shares256

Event2026-06-30

Filed2026-07-21

LVS

LAS VEGAS SANDS

0.00%

Shares276

Event2026-06-30

Filed2026-07-21

SEAGATE TECHNOLOGY

0.00%

Shares13

Event2026-06-30

Filed2026-07-21

IYE

ISHARES U S

0.00%

Shares219

Event2026-06-30

Filed2026-07-21

SATS

ECHOSTAR CORP

0.00%

Shares120

Event2026-06-30

Filed2026-07-21

ZBRA

ZEBRA TECHNOLOGIES

0.00%

Shares46

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL MYERS

0.48%

Shares209

Event2026-06-30

Filed2026-07-21

JPMORGAN

-24.32%

Shares196

Event2026-06-30

Filed2026-07-21

DOW

DOW INC

-1.59%

Shares434

Event2026-06-30

Filed2026-07-21

ARES CAPITAL

0.00%

Shares638

Event2026-06-30

Filed2026-07-21

CHPT

CHARGEPOINT HOLDINGS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

PTON

PELOTON INTERACTIVE

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

WDC

WESTERN DIGITAL

0.00%

Shares18

Event2026-06-30

Filed2026-07-21

KOCT

INNOVATOR U S

New

Shares305

Event2026-06-30

Filed2026-07-21

DGRW

WISDOMTREE US

0.85%

Shares119

Event2026-06-30

Filed2026-07-21

IDV

ISHARES INTL

0.00%

Shares274

Event2026-06-30

Filed2026-07-21

WBD

WARNER BROS

0.00%

Shares422

Event2026-06-30

Filed2026-07-21

BBIN

JPMORGAN BETABUILDERS

0.00%

Shares143

Event2026-06-30

Filed2026-07-21

BLK

BLACKROCK FDG

0.00%

Shares11

Event2026-06-30

Filed2026-07-21

PLUG

PLUG POWER

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-21

CGNG

CAPITAL GROUP

New

Shares287

Event2026-06-30

Filed2026-07-21

NYCB

FLAGSTAR BANK

0.00%

Shares714

Event2026-06-30

Filed2026-07-21

VIK

VIKING HOLDINGS

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

ISHARES MORTGAGE

0.00%

Shares208

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

ALAI

ALGER AI

New

Shares226

Event2026-06-30

Filed2026-07-21

NDAQ

NASDAQ INC

0.00%

Shares127

Event2026-06-30

Filed2026-07-21

WEYERHAEUSER CO

0.00%

Shares415

Event2026-06-30

Filed2026-07-21

JOBY

JOBY AVIATION

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

OXY

OCCIDENTAL PETROLEUM

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

DXJ

WISDOMTREE JAPAN

0.00%

Shares55

Event2026-06-30

Filed2026-07-21

AIRR

FIRST TRUST

New

Shares72

Event2026-06-30

Filed2026-07-21

FALN

ISHARES FALLEN

-40.37%

Shares350

Event2026-06-30

Filed2026-07-21

BBT

BEACON FINANCIAL

0.00%

Shares309

Event2026-06-30

Filed2026-07-21

SNPS

SYNOPSYS INC

0.00%

Shares21

Event2026-06-30

Filed2026-07-21

DAL

DELTA AIRLINES

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

DOV

DOVER CORP

2.44%

Shares42

Event2026-06-30

Filed2026-07-21

STRL

9STERLING INFRASTRUCTURE

New

Shares11

Event2026-06-30

Filed2026-07-21

ARKX

ARK SPACE

0.00%

Shares269

Event2026-06-30

Filed2026-07-21

SMR

NUSCALE POWER

0.00%

Shares911

Event2026-06-30

Filed2026-07-21

RAL

RALLIANT CORP

0.00%

Shares124

Event2026-06-30

Filed2026-07-21

IXC

ISHARES GLOBAL

0.00%

Shares183

Event2026-06-30

Filed2026-07-21

COPX

GLOBAL X

0.00%

Shares116

Event2026-06-30

Filed2026-07-21

SXC

SUNCOKE ENERGY

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

0.00%

Shares17

Event2026-06-30

Filed2026-07-21

BOTZ

GLOBAL X

0.00%

Shares225

Event2026-06-30

Filed2026-07-21

IWV

ISHARES RUSSELL

0.00%

Shares20

Event2026-06-30

Filed2026-07-21

GPZ

VANECK ALTERNATIVE

New

Shares394

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

-67.14%

Shares350

Event2026-06-30

Filed2026-07-21

TMUS

T-MOBILE US

New

Shares50

Event2026-06-30

Filed2026-07-21

DUPONT DE

New

Shares62

Event2026-06-30

Filed2026-07-21

BTC

GRAYSCALE BITCOIN

-70.32%

Shares320

Event2026-06-30

Filed2026-07-21

CIBR

FIRST TRUST

New

Shares92

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE

0.00%

Shares41

Event2026-06-30

Filed2026-07-21

YUMC

YUM CHINA

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD REAL

-22.43%

Shares83

Event2026-06-30

Filed2026-07-21

BLNK

BLINK CHARGING

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-21

SCHA

SCHWAB US

0.00%

Shares220

Event2026-06-30

Filed2026-07-21

ADI

ANALOG DEVICES

0.00%

Shares20

Event2026-06-30

Filed2026-07-21

SOLS

SOLSTICE ADVANCED

0.00%

Shares89

Event2026-06-30

Filed2026-07-21

PSA

PUBLIC STORAGE

0.00%

Shares24

Event2026-06-30

Filed2026-07-21

BBY

BEST BUY

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

SPYG

STATE STREET

0.00%

Shares63

Event2026-06-30

Filed2026-07-21

CUBI

CUSTOMERS BANCORP

0.00%

Shares95

Event2026-06-30

Filed2026-07-21

DSI

ISHARES ESG

-66.88%

Shares52

Event2026-06-30

Filed2026-07-21

XYZ

BLOCK INC

0.00%

Shares97

Event2026-06-30

Filed2026-07-21

HIVE

HIVE DIGITAL

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

XLE

STATE STREET

-28.65%

Shares132

Event2026-06-30

Filed2026-07-21

ALERIAN MLP

-25.41%

Shares135

Event2026-06-30

Filed2026-07-21

VBK

VANGUARD SMALL

0.00%

Shares19

Event2026-06-30

Filed2026-07-21

FTNT

FORTINET INC

0.00%

Shares45

Event2026-06-30

Filed2026-07-21

FIW

FIRST TRUST

New

Shares63

Event2026-06-30

Filed2026-07-21

MXI

ISHARES GLOBAL

0.00%

Shares65

Event2026-06-30

Filed2026-07-21

INTU

INTUIT INC

-52.73%

Shares26

Event2026-06-30

Filed2026-07-21

ARK INNOVATION

0.00%

Shares83

Event2026-06-30

Filed2026-07-21

MNKD

MANNKIND CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

NU HOLDINGS

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

CAMT

CAMTEK LTD

0.00%

Shares41

Event2026-06-30

Filed2026-07-21

SLYV

STATE STREET

0.00%

Shares60

Event2026-06-30

Filed2026-07-21

TIP

ISHARES TIPS

0.00%

Shares59

Event2026-06-30

Filed2026-07-21

CTO

CTO REALTY

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD SMALL

0.00%

Shares26

Event2026-06-30

Filed2026-07-21

KSS

KOHLS CORP

0.00%

Shares350

Event2026-06-30

Filed2026-07-21

DEM

WISDOMTREE EMERGING

0.00%

Shares111

Event2026-06-30

Filed2026-07-21

AFFIRM HOLDINGS

-40.65%

Shares73

Event2026-06-30

Filed2026-07-21

NYT

NEW YORK

-15.84%

Shares85

Event2026-06-30

Filed2026-07-21

COHR

COHERENT CORP

New

Shares15

Event2026-06-30

Filed2026-07-21

QXO

QXO INC

New

Shares325

Event2026-06-30

Filed2026-07-21

BPRE

BLUEROCK PRIVATE

New

Shares420

Event2026-06-30

Filed2026-07-21

TOTL

STATE STREET

0.00%

Shares136

Event2026-06-30

Filed2026-07-21

HNDL

STRATEGY NASDAQ

1.74%

Shares234

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available