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The Analysis of Washington Trust Advisors, Inc.'s Holdings & P&L

Currently, Washington Trust Advisors, Inc. holds 724 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in BKNG (+171.2K shares, valued at $30.5M), N/A (+78.2K shares, valued at $10.7M), VUG (+103.6K shares, valued at $8.9M); decreased their positions in N/A (-16.7K shares, valued at $12.0M), PANW (-14.9K shares, valued at $5.1M), AAPL (-14.7K shares, valued at $4.3M); initiated new positions in N/A (+78.2K shares, valued at $10.7M), MDLN (+136.2K shares, valued at $5.4M), ZETA (+93.7K shares, valued at $1.8M).

1M P&L

+1.4M+0.13%

3M P&L

+83.5M+8.44%

HY P&L

+78.7M+7.91%

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/A170.9M

15.9%

2Internet Content & Information123.7M

11.5%

3Software - Infrastructure99.4M

9.3%

Top Industries by Stock Count

1N/A163 stocks

25.5%

2Aerospace & Defense20 stocks

3.1%

3Specialty Industrial Machinery17 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Quanta Services Quanta Services141.3K shares-10.54%2026-06-302026-07-29

PANW Palo Alto Networks228.6K shares-6.11%2026-06-302026-07-29

AAPL Apple266.1K shares-5.24%2026-06-302026-07-29

GOOG Alphabet Cl C198.3K shares-4.61%2026-06-302026-07-29

GOOGL Alphabet Cl A149.9K shares-4.02%2026-06-302026-07-29

AMZN Amazon198.0K shares-4.60%2026-06-302026-07-29

Visa Visa129.4K shares-4.80%2026-06-302026-07-29

Meta Platforms Meta Platforms67.8K shares-5.49%2026-06-302026-07-29

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DE Deere & Co59.5K shares-6.44%2026-06-302026-07-29

NVDA NVIDIA188.7K shares5.75%2026-06-302026-07-29

BRK.B Berkshire Hathaway B66.3K shares-6.69%2026-06-302026-07-29

BKNG Booking Holdings178.8K shares2273.31%2026-06-302026-07-29

IQV IQVIA Holdings120.9K shares-6.08%2026-06-302026-07-29

FNDX Schwab Fundamental U.S. Large Company ETF737.0K shares-0.35%2026-06-302026-07-29

RMD ResMed115.7K shares-3.40%2026-06-302026-07-29

UBER Uber Technologies276.0K shares-3.59%2026-06-302026-07-29

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MSFT Microsoft51.9K shares1.02%2026-06-302026-07-29

VOO Vanguard S&P 500 Index Fd ETF28.1K shares1.22%2026-06-302026-07-29

J Jacobs Solutions153.1K shares-2.72%2026-06-302026-07-29

REGN Regeneron Pharmaceuticals27.7K shares-3.59%2026-06-302026-07-29

SBUX Starbucks162.0K shares-5.74%2026-06-302026-07-29

PEP PepsiCo116.5K shares-1.58%2026-06-302026-07-29

BDX Becton Dickinson95.9K shares-0.08%2026-06-302026-07-29

Snowflake Snowflake55.5K shares-7.50%2026-06-302026-07-29

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SPHR Sphere Entertainment77.8K shares-14.03%2026-06-302026-07-29

BEPC Brookfield Renewable Corp362.2K shares-7.79%2026-06-302026-07-29

DIS Walt Disney Company126.1K shares-6.01%2026-06-302026-07-29

EW Edwards Lifesciences129.6K shares-3.14%2026-06-302026-07-29

JNJ Johnson & Johnson44.9K shares-2.05%2026-06-302026-07-29

ZBRA Zebra Tech42.5K shares-6.05%2026-06-302026-07-29

VUG Vanguard Growth ETF124.3K shares500.50%2026-06-302026-07-29

Exxon Mobil Exxon Mobil78.2K sharesnew addition2026-06-302026-07-29

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ECL Ecolab37.3K shares-6.45%2026-06-302026-07-29

FNDF Schwab Fundamental International Equity ETF190.5K shares-0.43%2026-06-302026-07-29

APD Air Products33.5K shares-11.80%2026-06-302026-07-29

JP Morgan Chase JP Morgan Chase29.2K shares-2.63%2026-06-302026-07-29

S&P Global S&P Global23.0K shares2.33%2026-06-302026-07-29

VTEB Vanguard Tax-Exempt Bond ETF181.0K shares3.93%2026-06-302026-07-29

ASML ASML Holding NV4.6K shares-1.55%2026-06-302026-07-29

VEEV Veeva Systems49.8K shares7.49%2026-06-302026-07-29

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AMT American Tower50.8K shares-1.24%2026-06-302026-07-29

XYL Xylem70.1K shares1.56%2026-06-302026-07-29

VTV Vanguard Value Index34.6K shares2.18%2026-06-302026-07-29

WMT WalMart63.7K shares-23.40%2026-06-302026-07-29

ISRG Intuitive Surgical16.8K shares-0.80%2026-06-302026-07-29

INVH Invitation Homes203.8K shares-13.87%2026-06-302026-07-29

KMI Kinder Morgan190.4K shares-2.77%2026-06-302026-07-29

SPDR Tr (S&P 500) SPDR Tr (S&P 500)7.9K shares15.70%2026-06-302026-07-29

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Vanguard Total Stock VIPERS Vanguard Total Stock VIPERS15.6K shares3.10%2026-06-302026-07-29

IBM IBM20.5K shares-1.64%2026-06-302026-07-29

Cisco Systems Cisco Systems46.0K shares-11.88%2026-06-302026-07-29

MDLN Medline136.2K sharesnew addition2026-06-302026-07-29

Tempus AI Tempus AI89.2K shares49.06%2026-06-302026-07-29

Chewy Chewy259.7K shares-6.19%2026-06-302026-07-29

HYG iShares IBOXX High Yield Bond Index63.0K shares0.28%2026-06-302026-07-29

WAT Waters Corp13.0K shares-0.28%2026-06-302026-07-29

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VEA Vanguard FTSE Dev Markets60.7K shares-1.17%2026-06-302026-07-29

DFAU DFA US Core Equity ETF77.0K shares18.41%2026-06-302026-07-29

DFNM Dimensional National Municipal Bond ETF80.9K shares-1.49%2026-06-302026-07-29

ETN Eaton9.1K shares-6.26%2026-06-302026-07-29

AbbVie AbbVie15.3K shares-6.67%2026-06-302026-07-29

BRK.A Berkshire Hathaway A5 shares0.00%2026-06-302026-07-29

KO Coca Cola45.0K shares-11.28%2026-06-302026-07-29

BND Vanguard Total Bond Market ETF48.8K shares0.71%2026-06-302026-07-29

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GMED Globus Medical45.0K shares116.83%2026-06-302026-07-29

VB Vanguard Small-Cap ETF11.4K shares-0.17%2026-06-302026-07-29

VOE Vanguard Mid-Cap Value ETF15.9K shares1.49%2026-06-302026-07-29

CAT Caterpillar2.7K shares0.64%2026-06-302026-07-29

DFAE DFA Emerging Core Equity Market ETF69.6K shares-1.49%2026-06-302026-07-29

SCHP Schwab US TIPS ETF101.7K shares0.00%2026-06-302026-07-29

PG Proctor & Gamble18.3K shares4.44%2026-06-302026-07-29

DFUS DFA Tax Managed US Equity31.4K shares-12.43%2026-06-302026-07-29

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DUHP Dimensional US High Profitability ETF61.3K shares0.14%2026-06-302026-07-29

DFAI DFA International Core Equity Market ETF60.6K shares14.36%2026-06-302026-07-29

NKE Nike60.0K shares-49.39%2026-06-302026-07-29

PEN Penumbra7.7K shares-58.95%2026-06-302026-07-29

ABT Abbott Labs26.4K shares-3.19%2026-06-302026-07-29

ADP Automatic Data10.6K shares-16.95%2026-06-302026-07-29

HD Home Depot6.7K shares0.53%2026-06-302026-07-29

EVR Evercore Partners6.6K shares-2.21%2026-06-302026-07-29

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GEV GE Vernova1.9K shares-19.73%2026-06-302026-07-29

UPS United Parcel Service20.3K shares-4.51%2026-06-302026-07-29

VOT Vanguard Mid-Cap Growth ETF7.0K shares2.32%2026-06-302026-07-29

ARWR Arrowhead Pharmaceuticals26.2K shares3.60%2026-06-302026-07-29

GE GE Aerospace5.6K shares-22.91%2026-06-302026-07-29

AXP American Express5.8K shares0.00%2026-06-302026-07-29

ALGN Align Technology11.2K shares-0.04%2026-06-302026-07-29

DFIV Dimensional International Value ETF34.7K shares1.08%2026-06-302026-07-29

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ZETA Zeta Global Holdings Corp A93.7K sharesnew addition2026-06-302026-07-29

Raytheon Technologies Raytheon Technologies9.6K shares-0.07%2026-06-302026-07-29

VCSH Vanguard Short Term Corp Bond Index22.1K shares7.97%2026-06-302026-07-29

DFAC DFA Tax Advantaged US Core Equity 238.9K shares28.42%2026-06-302026-07-29

BLK BlackRock1.7K shares27.15%2026-06-302026-07-29

DFCF DFA Core Fixed Income ETF37.7K shares0.49%2026-06-302026-07-29

OUNZ VanEck Merk Gold ETF41.1K shares0.00%2026-06-302026-07-29

DFAS Dimensional U.S. Small Cap ETF19.3K shares13.65%2026-06-302026-07-29

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DIHP Dimensional International High Profitability ETF45.6K shares0.07%2026-06-302026-07-29

SCHD Schwab US Dividend Equity ETF48.4K shares4.98%2026-06-302026-07-29

FDX FedEx4.9K shares-0.10%2026-06-302026-07-29

LOW Lowe's6.8K shares1.17%2026-06-302026-07-29

TMO Thermo Fisher Scientific2.8K shares-2.89%2026-06-302026-07-29

VBK Vanguard Small-Cap Growth ETF3.7K shares0.00%2026-06-302026-07-29

BN Brookfield Corp31.4K shares-0.65%2026-06-302026-07-29

IJH iShares Core S&P Mid Cap17.1K shares-2.22%2026-06-302026-07-29

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UNP Union Pacific4.7K shares1.62%2026-06-302026-07-29

DFSD Dimensional Short-Duration Fixed Income ETF24.5K shares0.73%2026-06-302026-07-29

LLY Lilly968 shares-9.02%2026-06-302026-07-29

MCO Moody's2.6K shares0.23%2026-06-302026-07-29

Costco Companies Costco Companies1.2K shares48.18%2026-06-302026-07-29

Freshpet Freshpet19.0K shares41.87%2026-06-302026-07-29

CSW CSW Industrials3.9K shares0.00%2026-06-302026-07-29

iShares Core MSCI EAFE iShares Core MSCI EAFE11.0K shares0.00%2026-06-302026-07-29

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VWO Vanguard Emerging Markets17.5K shares-1.04%2026-06-302026-07-29

PFE Pfizer43.4K shares-4.14%2026-06-302026-07-29

iShares S&P 500 iShares S&P 5001.4K shares0.73%2026-06-302026-07-29

MRK Merck7.8K shares-12.53%2026-06-302026-07-29

TSLA Tesla2.4K shares-9.42%2026-06-302026-07-29

IWF iShares Russell Growth8.0K shares311.41%2026-06-302026-07-29

EMR Emerson Electric6.9K shares-7.99%2026-06-302026-07-29

EQIX Equinix Inc933 shares-1.58%2026-06-302026-07-29

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FNDA Schwab Fundamental U.S. Small Company ETF25.4K shares1.92%2026-06-302026-07-29

INTC Intel6.9K shares-19.34%2026-06-302026-07-29

Broadcom Broadcom2.5K shares-1.84%2026-06-302026-07-29

BNDX Vanguard Total International Bond Index Fund ETF18.8K shares1.12%2026-06-302026-07-29

EFA iShares MSCI EAFE8.7K shares-2.25%2026-06-302026-07-29

QQQM Invesco Nasdaq 100 ETF2.9K shares0.00%2026-06-302026-07-29

CMG Chipotle Mexican Grill25.2K shares-3.64%2026-06-302026-07-29

IJR iShares S&P Small Cap 6005.7K shares-4.92%2026-06-302026-07-29

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ICLR ICON plc4.8K shares-9.50%2026-06-302026-07-29

PM Philip Morris Int'l4.6K shares-6.75%2026-06-302026-07-29

PLD Prologis Inc6.0K shares0.38%2026-06-302026-07-29

DFLV Dimensional US Large Cap Value ETF20.1K shares0.24%2026-06-302026-07-29

KTOS Kratos Defense & Security Solutions15.9K sharesnew addition2026-06-302026-07-29

PYPL PayPal17.2K shares-47.59%2026-06-302026-07-29

EEM iShares MSCI Emerging Markets10.9K shares-1.76%2026-06-302026-07-29

GS Goldman Sachs727 shares-17.57%2026-06-302026-07-29

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ITT ITT3.7K shares0.00%2026-06-302026-07-29

PPG PPG6.0K shares-5.14%2026-06-302026-07-29

DIA SPDR Dow Jones Industrial Average ETF1.4K shares-15.57%2026-06-302026-07-29

SLB Schlumberger15.0K shares0.00%2026-06-302026-07-29

DFIS DFA International Small Cap ETF19.7K shares0.89%2026-06-302026-07-29

NBTB NBT Bancorp13.6K shares5.36%2026-06-302026-07-29

CVX ChevronTexaco4.0K shares1.68%2026-06-302026-07-29

TXN Texas Instruments2.2K shares-2.00%2026-06-302026-07-29

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DFUV DFA Tax-Managed US Marketwide Value11.6K shares-0.38%2026-06-302026-07-29

RSP Invesco S&P 500 Equal Weight2.9K shares25.38%2026-06-302026-07-29

VBR Vanguard Small Cap Value ETF2.6K shares26.95%2026-06-302026-07-29

IEMG iShares Core MSCI Emerging Markets7.5K shares0.00%2026-06-302026-07-29

VO Vanguard Mid Cap Index Fund ETF7.3K shares329.85%2026-06-302026-07-29

SCHF Schwab International Equity ETF21.2K shares0.00%2026-06-302026-07-29

GLD SPDR Gold Trust1.6K shares3.66%2026-06-302026-07-29

Oracle Oracle3.8K shares4.02%2026-06-302026-07-29

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MTUM iShares MSCI USA Momentum Factor1.6K shares0.00%2026-06-302026-07-29

DFGX Dimensional Global Ex US Core Fixed Income ETF9.9K shares124.03%2026-06-302026-07-29

Nextera Energy Nextera Energy6.0K shares-20.59%2026-06-302026-07-29

TT Trane Technologies1.0K shares-5.88%2026-06-302026-07-29

FELE Franklin Electric4.6K shares0.00%2026-06-302026-07-29

WFC Wells Fargo6.0K shares-10.43%2026-06-302026-07-29

QQQ Invesco QQQ ETF660 shares-2.94%2026-06-302026-07-29

BSV Vanguard Short Term Bond Index6.2K shares0.46%2026-06-302026-07-29

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Netflix Netflix6.7K shares14.93%2026-06-302026-07-29

MU Micron Technology393 shares184.78%2026-06-302026-07-29

GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF3.2K shares-12.23%2026-06-302026-07-29

RGA Reinsurance Group2.1K shares-6.34%2026-06-302026-07-29

Palantir Technologies Palantir Technologies3.8K shares16.63%2026-06-302026-07-29

MTB M & T Bank1.9K shares-2.87%2026-06-302026-07-29

HDV iShares Core High Dividend ETF15.9K shares400.00%2026-06-302026-07-29

AROW Arrow Financial10.3K shares0.00%2026-06-302026-07-29

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DFAR DFA US Real Estate ETF16.0K shares0.28%2026-06-302026-07-29

JPST JPMorgan Ultra-Short Income ETF8.2K shares0.00%2026-06-302026-07-29

CARR Carrier Global5.6K shares0.00%2026-06-302026-07-29

MPLX MPLX LP7.0K shares4.08%2026-06-302026-07-29

NRT North European Royalty Trust53.4K shares0.00%2026-06-302026-07-29

VPU Vanguard Utilities ETF2.0K shares0.40%2026-06-302026-07-29

DISV Dimensional International Small Cap Value ETF9.7K shares0.04%2026-06-302026-07-29

DEHP Dimensional Emerging Markets High Profitability ETF9.0K shares0.38%2026-06-302026-07-29

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UnitedHealth Group UnitedHealth Group924 shares0.87%2026-06-302026-07-29

QCOM Qualcomm2.1K shares-11.47%2026-06-302026-07-29

BIP Brookfield Infrastructure Partners LP10.1K shares0.00%2026-06-302026-07-29

ARE Alexandria Real Estate Equities6.7K shares-79.16%2026-06-302026-07-29

MCD McDonald's1.3K shares-69.89%2026-06-302026-07-29

VZ Verizon8.2K shares-10.93%2026-06-302026-07-29

FedEx Freight FedEx Freight2.3K sharesnew addition2026-06-302026-07-29

SMH VanEck Semiconductor ETF525 shares-2.78%2026-06-302026-07-29

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MO Altria4.7K shares-4.73%2026-06-302026-07-29

T AT&T16.2K shares-7.67%2026-06-302026-07-29

BA Boeing1.5K shares-0.20%2026-06-302026-07-29

SCHE Schwab Emerging Markets Equity ETF9.1K shares0.00%2026-06-302026-07-29

CW Curtiss Wright410 shares-2.38%2026-06-302026-07-29

CGW Invesco S&P Global Water Index ETF4.7K shares0.00%2026-06-302026-07-29

BNY Mellon Municipal Intermediate ETF BNY Mellon Municipal Intermediate ETF11.6K sharesnew addition2026-06-302026-07-29

BX Blackstone Group LP2.6K shares59.84%2026-06-302026-07-29

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EFX Equifax1.9K shares0.00%2026-06-302026-07-29

SPDR Gold Minishares Trust SPDR Gold Minishares Trust3.7K shares26.63%2026-06-302026-07-29

IBTG iShares iBonds Dec 2026 Term Treasury ETF12.9K shares-41.67%2026-06-302026-07-29

DFAT Dimensional U.S. Targeted Value ETF4.2K shares0.27%2026-06-302026-07-29

AMGN Amgen796 shares-28.93%2026-06-302026-07-29

Alerian MLP ETF Alerian MLP ETF5.5K shares-2.26%2026-06-302026-07-29

CP Canadian Pacific Kansas City3.3K shares-5.72%2026-06-302026-07-29

Waste Management Waste Management1.3K shares-0.63%2026-06-302026-07-29

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LRCX Lam Research650 shares-12.52%2026-06-302026-07-29

BMY Bristol Myers-Squibb4.9K shares-0.12%2026-06-302026-07-29

BAC Bank of America4.9K shares-6.73%2026-06-302026-07-29

SDY SPDR S&P Dividend ETF IV1.8K shares0.00%2026-06-302026-07-29

3M Company 3M Company1.7K shares0.00%2026-06-302026-07-29

BK Bank of New York1.9K shares-23.26%2026-06-302026-07-29

SRE Sempra Energy2.9K shares61.50%2026-06-302026-07-29

PNC PNC Financial Services Group1.1K shares192.53%2026-06-302026-07-29

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DUK Duke Energy2.1K shares8.32%2026-06-302026-07-29

LNT Alliant Energy3.5K shares-9.05%2026-06-302026-07-29

NI Nisource5.6K shares0.00%2026-06-302026-07-29

HLT Hilton Worldwide Hldgs Inc799 shares174.57%2026-06-302026-07-29

INGR Ingredion2.7K shares0.00%2026-06-302026-07-29

DFSU Dimensional US Sustainability Core 1 ETF5.5K shares0.24%2026-06-302026-07-29

IVW iShares S&P 500/Barra Growth1.9K shares0.00%2026-06-302026-07-29

Mastercard Mastercard495 shares15.65%2026-06-302026-07-29

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ALL Allstate1.1K shares0.00%2026-06-302026-07-29

MS Morgan Stanley1.2K shares0.59%2026-06-302026-07-29

BEP Brookfield Renewable7.2K shares0.00%2026-06-302026-07-29

MTX Minerals Tech3.3K shares0.00%2026-06-302026-07-29

VTES Vanguard Short-Term Tax-Exempt Bond ETF2.3K shares5.82%2026-06-302026-07-29

DFSB Dimensional Global Sustainability Fixed Income ETF4.5K shares26.27%2026-06-302026-07-29

MDLZ Mondelez3.9K shares-13.21%2026-06-302026-07-29

Applied Materials Applied Materials313 shares-6.57%2026-06-302026-07-29

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SCHR Schwab Interm Gov't ETF8.9K shares-1.92%2026-06-302026-07-29

DEO Diageo PLC2.7K shares-67.91%2026-06-302026-07-29

AME Ametek Inc848 shares0.00%2026-06-302026-07-29

IWN iShares Russell 2000 Value ETF925 shares0.00%2026-06-302026-07-29

BAM Brookfield Asset Management4.4K shares0.00%2026-06-302026-07-29

NSC Norfolk Southern619 shares23.80%2026-06-302026-07-29

Ameriprise Ameriprise420 shares0.00%2026-06-302026-07-29

DFGR Dimensional Global Real Estate ETF6.6K shares4.60%2026-06-302026-07-29

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DFSI Dimensional International Sustainability Core 1 ETF4.2K shares1.19%2026-06-302026-07-29

Suncor Suncor3.5K shares-1.69%2026-06-302026-07-29

SCHG Schwab U.S. Large-Cap Growth ETF5.5K shares10.52%2026-06-302026-07-29

IWD iShares Russell 1000 Value ETF771 shares-2.03%2026-06-302026-07-29

VRTX Vertex Pharmaceuticals372 shares-1.33%2026-06-302026-07-29

OTIS Otis Worldwide2.6K shares7.99%2026-06-302026-07-29

QTUM Defiance Quantum ETF1.1K shares0.00%2026-06-302026-07-29

AMD Advanced Micro Devices Inc312 shares-61.53%2026-06-302026-07-29

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SYK Stryker562 shares1.81%2026-06-302026-07-29

QYLD Global X NASDAQ 100 Cov Call9.5K shares0.00%2026-06-302026-07-29

PH Parker-Hannifin Corp178 shares212.28%2026-06-302026-07-29

NTR Nutrien2.7K shares0.00%2026-06-302026-07-29

WMB Williams Cos2.3K shares-21.38%2026-06-302026-07-29

ENB Enbridge3.1K shares0.00%2026-06-302026-07-29

Aptiv plc Aptiv plc2.6K shares-57.40%2026-06-302026-07-29

Dominion Resources Dominion Resources2.4K shares0.00%2026-06-302026-07-29

Sponsored

DFAX DFA Tax Adv World ex US Core Eq4.4K shares0.28%2026-06-302026-07-29

DHR Danaher830 shares453.33%2026-06-302026-07-29

SPYX SPDR S&P 500 Fossil Fues Res ETF2.5K shares0.00%2026-06-302026-07-29

IWP iShares Russell Mid-Cap Growth ETF1.0K shares4.92%2026-06-302026-07-29

MNST Monster Beverage Corp1.6K shares1.49%2026-06-302026-07-29

CSX CSX3.1K shares7.20%2026-06-302026-07-29

USB U.S. Bancorp2.5K shares-3.65%2026-06-302026-07-29

ED Consol Edison1.3K shares0.00%2026-06-302026-07-29

Sponsored

APH Amphenol Corp801 shares1171.43%2026-06-302026-07-29

SHOP Shopify Inc1.2K shares-3.52%2026-06-302026-07-29

SNA Snap On350 shares0.00%2026-06-302026-07-29

YUM Yum Brands877 shares-1.02%2026-06-302026-07-29

DTE DTE Energy908 shares-3.51%2026-06-302026-07-29

SHEL Shell Adr1.8K shares-44.26%2026-06-302026-07-29

TXRH Texas Roadhouse700 shares-14.11%2026-06-302026-07-29

Travelers Travelers407 shares2.26%2026-06-302026-07-29

Sponsored

Corteva Corteva1.6K shares-1.26%2026-06-302026-07-29

UDR United Dominion Realty Trust3.3K shares0.99%2026-06-302026-07-29

AWK American Water Works961 shares1.69%2026-06-302026-07-29

ADI Analog Devices317 shares8.56%2026-06-302026-07-29

USMV IShares Edge MSCI Min VOL USA ETF1.3K shares0.00%2026-06-302026-07-29

DVY ISHARES SELECT DIVIDEND ETF795 shares0.00%2026-06-302026-07-29

DUSB Dimensional Ultrashort Fixed Income ETF2.4K shares0.92%2026-06-302026-07-29

KLAC KLA Tencor400 shares627.27%2026-06-302026-07-29

Sponsored

DFSE DFA Emerging Markets Sustainability Core 1 ETF2.5K shares0.57%2026-06-302026-07-29

MMC Marsh & McLennan692 shares4.53%2026-06-302026-07-29

NVS Novartis736 shares-0.14%2026-06-302026-07-29

ILMN Illumina655 shares-47.39%2026-06-302026-07-29

NDAQ NASDAQ Inc1.5K sharesnew addition2026-06-302026-07-29

VHT Vanguard Health Care Index ETF376 shares0.00%2026-06-302026-07-29

DIM Wisdomtree International MidCap Dividend1.3K shares0.00%2026-06-302026-07-29

L Lowes971 shares0.00%2026-06-302026-07-29

Sponsored

BR Broadridge Financial Solutions797 shares-38.02%2026-06-302026-07-29

SHW Sherwin Williams316 shares14.49%2026-06-302026-07-29

WBS Webster Financial1.4K shares0.50%2026-06-302026-07-29

EPD Enterprise Products2.9K shares0.00%2026-06-302026-07-29

DFIC DFA International Core Equity 2 ETF2.8K shares147.93%2026-06-302026-07-29

PGR Progressive Corp479 shares-4.39%2026-06-302026-07-29

CEF Central Fund Of Canada Ltd2.6K shares0.00%2026-06-302026-07-29

Honeywell Int'l Honeywell Int'l461 sharesnew addition2026-06-302026-07-29

Sponsored

GLW Corning404 shares-32.10%2026-06-302026-07-29

PAYX Paychex1.0K shares-29.54%2026-06-302026-07-29

Honeywell Aerospace Honeywell Aerospace461 sharesnew addition2026-06-302026-07-29

COP ConocoPhillips949 shares-10.39%2026-06-302026-07-29

VT Vanguard Total World Stock ETF621 shares13.94%2026-06-302026-07-29

MUB iShares Nat'l Muni Bond ETF900 shares0.00%2026-06-302026-07-29

STXE Strive Emerging Markets Ex-China ETF1.8K shares-18.23%2026-06-302026-07-29

Freeport-McMoran Freeport-McMoran1.5K shares-5.92%2026-06-302026-07-29

Sponsored

IJS iShares S&P Small Cap 600/Barra Value694 shares0.00%2026-06-302026-07-29

BIL SPDR Bloomberg 1-3 Month T-Bill ETF1.0K shares-24.76%2026-06-302026-07-29

CRM Salesforce585 shares-40.18%2026-06-302026-07-29

CTSH Cognizant Tech2.4K shares-7.80%2026-06-302026-07-29

RVMD Revolution Medicines482 sharesnew addition2026-06-302026-07-29

VNQ Vanguard Real Estate ETF929 shares0.00%2026-06-302026-07-29

EXPD Expeditors Int'l549 shares0.00%2026-06-302026-07-29

UL Unilever PLC1.5K shares5.32%2026-06-302026-07-29

Sponsored

GILD Gilead Sciences705 shares-26.49%2026-06-302026-07-29

IWR iShares Russell Midcap Index797 shares1.66%2026-06-302026-07-29

MDY MidCap SPDR Trust125 shares0.00%2026-06-302026-07-29

ALLW SPDR Bridgewater ALL Weather ETF3.0K shares0.00%2026-06-302026-07-29

ILCG IShares Mrnstar Large Cap Grwth ETF750 shares0.00%2026-06-302026-07-29

IMO Imperial Oil780 shares0.00%2026-06-302026-07-29

DLN WisdomTree US Large Cap Dividend900 shares0.00%2026-06-302026-07-29

AEM Agnico Eagle Mines Ltd550 shares0.00%2026-06-302026-07-29

Sponsored

WTW Willis Towers Watson323 shares-1.82%2026-06-302026-07-29

XEL Xcel Energies1.0K shares-1.81%2026-06-302026-07-29

XLK Technology Select Sector SPDR Fund434 shares0.00%2026-06-302026-07-29

IWB iShares Russell 1000 ETF200 shares0.00%2026-06-302026-07-29

ES Eversource Energy1.1K shares-1.05%2026-06-302026-07-29

Q Qnity Electronics498 shares1.84%2026-06-302026-07-29

DGCB DFA Global Credit ETF1.5K shares5.62%2026-06-302026-07-29

CHKP Check Point Software600 shares0.00%2026-06-302026-07-29

Sponsored

Johnson Ctls Inl PLC Johnson Ctls Inl PLC538 shares118.70%2026-06-302026-07-29

FVD First Trust Value Dividend Index ETF1.6K shares0.00%2026-06-302026-07-29

Glaxo Smithkline Glaxo Smithkline1.5K shares0.00%2026-06-302026-07-29

Applovin Corp Applovin Corp144 shares30.91%2026-06-302026-07-29

AMTM Amentum Holdings3.6K shares-55.74%2026-06-302026-07-29

XLP Consumer Staples Select SPDR892 shares0.00%2026-06-302026-07-29

ANET Arista Networks428 shares1088.89%2026-06-302026-07-29

ADSK Autodesk Inc364 shares2.82%2026-06-302026-07-29

Sponsored

CL Colgate Palmolive760 shares26.67%2026-06-302026-07-29

Zoetis Zoetis963 shares-4.08%2026-06-302026-07-29

VTIP Vanguard Short Inflation Protected ETF1.4K shares0.00%2026-06-302026-07-29

DuPont DuPont504 sharesnew addition2026-06-302026-07-29

DFSV DIMENSIONAL US SMALL CAP VALUE ETF1.8K shares0.00%2026-06-302026-07-29

VGT Vanguard Information Technology ETF568 shares700.00%2026-06-302026-07-29

PHO PowerShares Water Resources980 shares0.00%2026-06-302026-07-29

State Street SPDR S&P 500 ETF State Street SPDR S&P 500 ETF766 shares0.00%2026-06-302026-07-29

Sponsored

PEG Public Service Enterprise824 shares-15.05%2026-06-302026-07-29

AOA iShares Core Aggressive ETF685 shares0.00%2026-06-302026-07-29

MINT PIMCO Enhanced Short Maturity Active ETF659 shares0.00%2026-06-302026-07-29

TEL TE Connectivity PLC329 shares37.66%2026-06-302026-07-29

RSG REPUBLIC SVCS INC COM311 sharesnew addition2026-06-302026-07-29

EOS Eaton Vance Enhanced Equity Income Fund II3.0K shares0.00%2026-06-302026-07-29

PRF Invesco FTSE RAFI US 1000 ETF1.2K shares-44.56%2026-06-302026-07-29

VRT Vertiv Holdings189 shares17.39%2026-06-302026-07-29

Sponsored

EQT EQT Corp1.2K shares-61.73%2026-06-302026-07-29

Seagate Technology Hldngs PLC Ord Shs Seagate Technology Hldngs PLC Ord Shs65 shares712.50%2026-06-302026-07-29

GEHC GE Healthcare Technologies967 shares-38.91%2026-06-302026-07-29

URTH iShares MSCI EFT World304 shares-22.84%2026-06-302026-07-29

HWM Howmet Aerospace226 shares0.00%2026-06-302026-07-29

LUMENTUM HLDGS INC COM LUMENTUM HLDGS INC COM71 sharesnew addition2026-06-302026-07-29

VXF Vanguard Extended Market245 shares0.00%2026-06-302026-07-29

BSX Boston Scientific Corp1.4K shares-6.50%2026-06-302026-07-29

Sponsored

CSWC Capital Southwest2.5K shares0.00%2026-06-302026-07-29

XYZ Block Inc775 shares13.97%2026-06-302026-07-29

TIP iShares TIPS Bond ETF536 shares0.00%2026-06-302026-07-29

TFC Truist Financial1.2K shares0.00%2026-06-302026-07-29

MAIN Main Street Capital Corp1.1K shares0.00%2026-06-302026-07-29

C Citigroup414 shares-31.46%2026-06-302026-07-29

IWM iShares Russell 2000 ETF192 shares0.00%2026-06-302026-07-29

GHC Graham Holdings50 shares0.00%2026-06-302026-07-29

Sponsored

MCK McKesson Corp74 shares12.12%2026-06-302026-07-29

ARTY iShares Future AI & Tech ETF725 shares0.00%2026-06-302026-07-29

DFIP DFA Inflation-Protected Securities ETF1.3K shares1.91%2026-06-302026-07-29

MGEE MGE Energy670 shares0.00%2026-06-302026-07-29

IAU iShares Gold Trust713 shares0.00%2026-06-302026-07-29

VXUS Vanguard Total Int'l Stock ETF622 shares0.00%2026-06-302026-07-29

XLY Consumer Discretionary Select SPDR448 shares0.00%2026-06-302026-07-29

EBAY EBay Inc468 shares-19.86%2026-06-302026-07-29

Sponsored

NVO Novo-Nordisk A S ADR1.1K shares-0.09%2026-06-302026-07-29

SNDK SANDISK CORP COM23 shares360.00%2026-06-302026-07-29

ANGO AngioDynamics Inc3.9K shares0.00%2026-06-302026-07-29

CrowdStrike CrowdStrike66 shares-9.59%2026-06-302026-07-29

AFFIRM HLDGS INC COM CL A AFFIRM HLDGS INC COM CL A601 sharesnew addition2026-06-302026-07-29

ELAN ELANCO ANIMAL HEALTH INC COM2.0K shares0.00%2026-06-302026-07-29

FEX First Trust Large Cap Core Alphadex Fund343 shares0.00%2026-06-302026-07-29

TJX TJX Cos.316 shares60.41%2026-06-302026-07-29

Sponsored

JEF Jefferies Finl932 shares0.00%2026-06-302026-07-29

NCLH Norwegian Cruise Lines2.2K shares0.00%2026-06-302026-07-29

PRU Prudential Financial420 shares2900.00%2026-06-302026-07-29

DOV Dover200 shares0.00%2026-06-302026-07-29

EIX Edison Intl600 shares-62.85%2026-06-302026-07-29

SEIC SEI Investments Co507 shares-0.20%2026-06-302026-07-29

TSM Taiwan Semiconductor92 shares4.55%2026-06-302026-07-29

FAST Fastenal916 shares0.00%2026-06-302026-07-29

Sponsored

CHRW C H ROBINSON WORLDWIDE IN COM NEW233 shares0.43%2026-06-302026-07-29

Medtronic PLC Medtronic PLC559 shares-22.04%2026-06-302026-07-29

VYM Vanguard Hi Div Yield Index ETF275 shares-38.48%2026-06-302026-07-29

Space Exploration Technologies Space Exploration Technologies252 sharesnew addition2026-06-302026-07-29

ORLY O'Reilly Automotive Inc468 shares11.16%2026-06-302026-07-29

RYN Rayonier2.0K shares0.00%2026-06-302026-07-29

FFIV F5 Networks103 shares0.00%2026-06-302026-07-29

AXSM Axsome Therapeutics175 shares-30.00%2026-06-302026-07-29

Sponsored

INTU Intuit163 shares-59.35%2026-06-302026-07-29

HLN Hilton Hotels 84.5K shares9.41%2026-06-302026-07-29

SCHW Charles Schwab Corp447 shares118.05%2026-06-302026-07-29

MSCI MSCI INC COM73 sharesnew addition2026-06-302026-07-29

GATX GATX225 shares0.00%2026-06-302026-07-29

BMVP Invesco Bloomberg MVP Multi-Factor ETF777 sharesnew addition2026-06-302026-07-29

IWV iShares Russell 3000 Index93 shares0.00%2026-06-302026-07-29

AXON Axon Enterprise Inc70 shares1300.00%2026-06-302026-07-29

Sponsored

LMT Lockheed Martin76 shares2.70%2026-06-302026-07-29

XLV Health Care Select SPDR244 shares-31.46%2026-06-302026-07-29

ITW Illinois Took Works Inc143 shares741.18%2026-06-302026-07-29

SUSA iShares ESG Optimized MSCI USA ETF250 shares0.00%2026-06-302026-07-29

WY Weyerhaeuser1.6K shares0.00%2026-06-302026-07-29

HAS Hasbro458 shares0.00%2026-06-302026-07-29

RDDT Reddit214 shares0.00%2026-06-302026-07-29

Apollo Global Mgmt Inc Apollo Global Mgmt Inc308 shares4.05%2026-06-302026-07-29

Sponsored

DOCU DocuSign820 shares-84.84%2026-06-302026-07-29

SCCO Southern Copper208 shares0.97%2026-06-302026-07-29

DELL Dell Technologies Inc84 shares-21.50%2026-06-302026-07-29

FV First Trust Dorsey Wright Focus 5 ETF464 sharesnew addition2026-06-302026-07-29

BIPC Brookfield Infra Partners Cl A901 shares0.00%2026-06-302026-07-29

BKR Baker Hughes605 shares-0.49%2026-06-302026-07-29

Royal Caribbean Cruises Royal Caribbean Cruises104 shares-1.89%2026-06-302026-07-29

WWD WOODWARD INC COM77 sharesnew addition2026-06-302026-07-29

Sponsored

COF Capital One163 shares13.99%2026-06-302026-07-29

ODFL Old Dominion Freight Lines146 shares0.00%2026-06-302026-07-29

TOTL SPDR Doubleline Total Return TTCL ETF795 shares0.00%2026-06-302026-07-29

PPL Corp PPL Corp862 shares494.48%2026-06-302026-07-29

AMX America Movil Sa De Cv1.2K shares0.00%2026-06-302026-07-29

Guidewire Software Guidewire Software250 shares-80.00%2026-06-302026-07-29

SNPS Synopsis Inc67 shares34.00%2026-06-302026-07-29

TTWO Take-Two Interactive Software119 shares116.36%2026-06-302026-07-29

Sponsored

TGT Target228 shares28.81%2026-06-302026-07-29

IJT iShares S&P Small-Cap 600 Growth ETF162 shares0.00%2026-06-302026-07-29

AFL Aflac246 sharesnew addition2026-06-302026-07-29

CLS CELESTICA INC COM76 sharesnew addition2026-06-302026-07-29

OKTA Okta Inc197 shares64.17%2026-06-302026-07-29

IFRA ISHARES U.S. INFRASTRUCTURE ETF424 sharesnew addition2026-06-302026-07-29

DASH Doordash Inc143 shares81.01%2026-06-302026-07-29

ESS Essex Property Trust90 shares-5.26%2026-06-302026-07-29

Sponsored

SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF289 shares0.00%2026-06-302026-07-29

VIOG Vanguard S&P Small-Cap 600 Growth ETF171 shares0.00%2026-06-302026-07-29

SPEM SPDR Portfolio Emerging Markets ETF506 shares0.00%2026-06-302026-07-29

AEP American Elec Pwr191 shares6.11%2026-06-302026-07-29

CMCSA Comcast Cl A1.0K shares-18.77%2026-06-302026-07-29

SPYV SPDR Portfolio S&P 500 Value ETF402 shares0.00%2026-06-302026-07-29

CI Cigna Group87 shares6.10%2026-06-302026-07-29

DOW Dow Chemical850 shares-3.41%2026-06-302026-07-29

Sponsored

MRVL Marvell Technology Inc78 shares-62.14%2026-06-302026-07-29

VGLT Vanguard Long Term Gov't Bond ETF414 shares0.00%2026-06-302026-07-29

PHM Pulte Group163 shares36.97%2026-06-302026-07-29

GOVT iShares U.s. Treasury Bond ETF965 shares0.00%2026-06-302026-07-29

DFEM DFA Emerging Markets Core Equity 2 ETF533 shares0.57%2026-06-302026-07-29

SWK Stanley Black & Decker Inc229 shares0.00%2026-06-302026-07-29

CPB Campbell Soup950 shares-3.46%2026-06-302026-07-29

Southern Southern220 shares10.00%2026-06-302026-07-29

Sponsored

SYY Sysco Corporation250 shares-6.72%2026-06-302026-07-29

LIN Linde PLC40 shares8.11%2026-06-302026-07-29

FDS Factset90 shares0.00%2026-06-302026-07-29

AON AON PLC A62 shares-33.33%2026-06-302026-07-29

JPC Nuveen Preferred & Income Opportunities Fund2.6K shares0.00%2026-06-302026-07-29

FITB Fifth Third Bancorp362 shares0.00%2026-06-302026-07-29

TKO TKO Group100 shares0.00%2026-06-302026-07-29

IFF International Flavors & Fragrance250 shares47.93%2026-06-302026-07-29

Sponsored

VRSN Verisign Inc77 shares0.00%2026-06-302026-07-29

ROBO Robo Global Robotics & Automation ETF223 shares0.00%2026-06-302026-07-29

TPR Tapestry Inc130 shares-48.00%2026-06-302026-07-29

EOG EOG Resources146 shares-28.08%2026-06-302026-07-29

PCAR Paccar Inc155 shares31.36%2026-06-302026-07-29

NTAP NetApp Inc116 shares-1.69%2026-06-302026-07-29

FELG Fidelity Enhanced Large Cap Growth ETF410 shares0.00%2026-06-302026-07-29

CVS CVS Caremark170 shares8.28%2026-06-302026-07-29

Sponsored

SANA Sana Biotechnology5.0K shares0.00%2026-06-302026-07-29

BJ BJ's Wholesale Club200 sharesnew addition2026-06-302026-07-29

Constellation Brands Inc Cl A Constellation Brands Inc Cl A125 shares-6.72%2026-06-302026-07-29

CMI Cummins Inc24 shares-91.04%2026-06-302026-07-29

WAYFAIR INC CL A WAYFAIR INC CL A184 sharesnew addition2026-06-302026-07-29

RRX Regal Rexnord Corp71 shares0.00%2026-06-302026-07-29

WBD Warner Bros. Discovery622 shares-34.80%2026-06-302026-07-29

PSA Public Storage52 shares0.00%2026-06-302026-07-29

Sponsored

NBIS NEBIUS GROUP N.V. SHS CLASS A59 shares0.00%2026-06-302026-07-29

KMB Kimberly-Clark148 shares-43.08%2026-06-302026-07-29

MET MetLife192 shares0.00%2026-06-302026-07-29

SPXE PROSHARES S&P 500 EX-ENERGY ETF200 sharesnew addition2026-06-302026-07-29

O Realty Income260 shares11.59%2026-06-302026-07-29

JLL Jones Lang Lasalle Inc52 shares-39.53%2026-06-302026-07-29

FFC Flaherty & Crumrine Preferred Securities Income Fund970 shares0.00%2026-06-302026-07-29

CLX Clorox165 sharesnew addition2026-06-302026-07-29

Sponsored

WDAY Workday Inc A127 shares-0.78%2026-06-302026-07-29

KEYS KEYSIGHT TECHNOLOGIES INC COM44 shares0.00%2026-06-302026-07-29

COPP Sprott Copper Miners ETF400 sharesnew addition2026-06-302026-07-29

FMX Fomento Economico Mexicano ADR119 shares0.00%2026-06-302026-07-29

TMUS T-Mobile US Inc90 shares21.62%2026-06-302026-07-29

FTI TECHNIPFMC PLC COM227 shares0.00%2026-06-302026-07-29

ICE Intercontinental Exchange122 shares-69.73%2026-06-302026-07-29

APG API Group Corp350 shares0.00%2026-06-302026-07-29

Sponsored

SLV Ishares Silver Trust Index Fund275 shares0.00%2026-06-302026-07-29

RIO Rio Tinto PLC154 shares0.00%2026-06-302026-07-29

ETR Entergy Corp127 shares1.60%2026-06-302026-07-29

CVE Cenovus Energy588 shares0.00%2026-06-302026-07-29

RKLB Rocket Lab141 sharesnew addition2026-06-302026-07-29

CASY Caseys Gen Stores18 shares-14.29%2026-06-302026-07-29

VIG Vanguard Dividend Appreciation ETF60 shares-68.09%2026-06-302026-07-29

TDY Teledyne Technologies21 shares0.00%2026-06-302026-07-29

Sponsored

Adobe Systems Adobe Systems68 shares4.62%2026-06-302026-07-29

CRWV Coreweave Inc140 sharesnew addition2026-06-302026-07-29

RF REGIONS FINANCIAL CORP NEW COM460 shares0.00%2026-06-302026-07-29

CLH Clean Harbors46 shares0.00%2026-06-302026-07-29

Quanta Services

-10.54%

Shares141.3K

Event2026-06-30

Filed2026-07-29

PANW

Palo Alto Networks

-6.11%

Shares228.6K

Event2026-06-30

Filed2026-07-29

AAPL

Apple

-5.24%

Shares266.1K

Event2026-06-30

Filed2026-07-29

GOOG

Alphabet Cl C

-4.61%

Shares198.3K

Event2026-06-30

Filed2026-07-29

GOOGL

Alphabet Cl A

-4.02%

Shares149.9K

Event2026-06-30

Filed2026-07-29

AMZN

Amazon

-4.60%

Shares198.0K

Event2026-06-30

Filed2026-07-29

Visa

-4.80%

Shares129.4K

Event2026-06-30

Filed2026-07-29

Meta Platforms

-5.49%

Shares67.8K

Event2026-06-30

Filed2026-07-29

Deere & Co

-6.44%

Shares59.5K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA

5.75%

Shares188.7K

Event2026-06-30

Filed2026-07-29

BRK.B

Berkshire Hathaway B

-6.69%

Shares66.3K

Event2026-06-30

Filed2026-07-29

BKNG

Booking Holdings

2273.31%

Shares178.8K

Event2026-06-30

Filed2026-07-29

IQV

IQVIA Holdings

-6.08%

Shares120.9K

Event2026-06-30

Filed2026-07-29

FNDX

Schwab Fundamental U.S. Large Company ETF

-0.35%

Shares737.0K

Event2026-06-30

Filed2026-07-29

RMD

ResMed

-3.40%

Shares115.7K

Event2026-06-30

Filed2026-07-29

UBER

Uber Technologies

-3.59%

Shares276.0K

Event2026-06-30

Filed2026-07-29

MSFT

Microsoft

1.02%

Shares51.9K

Event2026-06-30

Filed2026-07-29

VOO

Vanguard S&P 500 Index Fd ETF

1.22%

Shares28.1K

Event2026-06-30

Filed2026-07-29

Jacobs Solutions

-2.72%

Shares153.1K

Event2026-06-30

Filed2026-07-29

REGN

Regeneron Pharmaceuticals

-3.59%

Shares27.7K

Event2026-06-30

Filed2026-07-29

SBUX

Starbucks

-5.74%

Shares162.0K

Event2026-06-30

Filed2026-07-29

PEP

PepsiCo

-1.58%

Shares116.5K

Event2026-06-30

Filed2026-07-29

BDX

Becton Dickinson

-0.08%

Shares95.9K

Event2026-06-30

Filed2026-07-29

Snowflake

-7.50%

Shares55.5K

Event2026-06-30

Filed2026-07-29

SPHR

Sphere Entertainment

-14.03%

Shares77.8K

Event2026-06-30

Filed2026-07-29

BEPC

Brookfield Renewable Corp

-7.79%

Shares362.2K

Event2026-06-30

Filed2026-07-29

DIS

Walt Disney Company

-6.01%

Shares126.1K

Event2026-06-30

Filed2026-07-29

Edwards Lifesciences

-3.14%

Shares129.6K

Event2026-06-30

Filed2026-07-29

JNJ

Johnson & Johnson

-2.05%

Shares44.9K

Event2026-06-30

Filed2026-07-29

ZBRA

Zebra Tech

-6.05%

Shares42.5K

Event2026-06-30

Filed2026-07-29

VUG

Vanguard Growth ETF

500.50%

Shares124.3K

Event2026-06-30

Filed2026-07-29

Exxon Mobil

New

Shares78.2K

Event2026-06-30

Filed2026-07-29

ECL

Ecolab

-6.45%

Shares37.3K

Event2026-06-30

Filed2026-07-29

FNDF

Schwab Fundamental International Equity ETF

-0.43%

Shares190.5K

Event2026-06-30

Filed2026-07-29

APD

Air Products

-11.80%

Shares33.5K

Event2026-06-30

Filed2026-07-29

JP Morgan Chase

-2.63%

Shares29.2K

Event2026-06-30

Filed2026-07-29

S&P Global

2.33%

Shares23.0K

Event2026-06-30

Filed2026-07-29

VTEB

Vanguard Tax-Exempt Bond ETF

3.93%

Shares181.0K

Event2026-06-30

Filed2026-07-29

ASML

ASML Holding NV

-1.55%

Shares4.6K

Event2026-06-30

Filed2026-07-29

VEEV

Veeva Systems

7.49%

Shares49.8K

Event2026-06-30

Filed2026-07-29

AMT

American Tower

-1.24%

Shares50.8K

Event2026-06-30

Filed2026-07-29

XYL

Xylem

1.56%

Shares70.1K

Event2026-06-30

Filed2026-07-29

VTV

Vanguard Value Index

2.18%

Shares34.6K

Event2026-06-30

Filed2026-07-29

WMT

WalMart

-23.40%

Shares63.7K

Event2026-06-30

Filed2026-07-29

ISRG

Intuitive Surgical

-0.80%

Shares16.8K

Event2026-06-30

Filed2026-07-29

INVH

Invitation Homes

-13.87%

Shares203.8K

Event2026-06-30

Filed2026-07-29

KMI

Kinder Morgan

-2.77%

Shares190.4K

Event2026-06-30

Filed2026-07-29

SPDR Tr (S&P 500)

15.70%

Shares7.9K

Event2026-06-30

Filed2026-07-29

Vanguard Total Stock VIPERS

3.10%

Shares15.6K

Event2026-06-30

Filed2026-07-29

IBM

-1.64%

Shares20.5K

Event2026-06-30

Filed2026-07-29

Cisco Systems

-11.88%

Shares46.0K

Event2026-06-30

Filed2026-07-29

MDLN

Medline

New

Shares136.2K

Event2026-06-30

Filed2026-07-29

Tempus AI

49.06%

Shares89.2K

Event2026-06-30

Filed2026-07-29

Chewy

-6.19%

Shares259.7K

Event2026-06-30

Filed2026-07-29

HYG

iShares IBOXX High Yield Bond Index

0.28%

Shares63.0K

Event2026-06-30

Filed2026-07-29

WAT

Waters Corp

-0.28%

Shares13.0K

Event2026-06-30

Filed2026-07-29

VEA

Vanguard FTSE Dev Markets

-1.17%

Shares60.7K

Event2026-06-30

Filed2026-07-29

DFAU

DFA US Core Equity ETF

18.41%

Shares77.0K

Event2026-06-30

Filed2026-07-29

DFNM

Dimensional National Municipal Bond ETF

-1.49%

Shares80.9K

Event2026-06-30

Filed2026-07-29

ETN

Eaton

-6.26%

Shares9.1K

Event2026-06-30

Filed2026-07-29

AbbVie

-6.67%

Shares15.3K

Event2026-06-30

Filed2026-07-29

BRK.A

Berkshire Hathaway A

0.00%

Shares5

Event2026-06-30

Filed2026-07-29

Coca Cola

-11.28%

Shares45.0K

Event2026-06-30

Filed2026-07-29

BND

Vanguard Total Bond Market ETF

0.71%

Shares48.8K

Event2026-06-30

Filed2026-07-29

GMED

Globus Medical

116.83%

Shares45.0K

Event2026-06-30

Filed2026-07-29

Vanguard Small-Cap ETF

-0.17%

Shares11.4K

Event2026-06-30

Filed2026-07-29

VOE

Vanguard Mid-Cap Value ETF

1.49%

Shares15.9K

Event2026-06-30

Filed2026-07-29

CAT

Caterpillar

0.64%

Shares2.7K

Event2026-06-30

Filed2026-07-29

DFAE

DFA Emerging Core Equity Market ETF

-1.49%

Shares69.6K

Event2026-06-30

Filed2026-07-29

SCHP

Schwab US TIPS ETF

0.00%

Shares101.7K

Event2026-06-30

Filed2026-07-29

Proctor & Gamble

4.44%

Shares18.3K

Event2026-06-30

Filed2026-07-29

DFUS

DFA Tax Managed US Equity

-12.43%

Shares31.4K

Event2026-06-30

Filed2026-07-29

DUHP

Dimensional US High Profitability ETF

0.14%

Shares61.3K

Event2026-06-30

Filed2026-07-29

DFAI

DFA International Core Equity Market ETF

14.36%

Shares60.6K

Event2026-06-30

Filed2026-07-29

NKE

Nike

-49.39%

Shares60.0K

Event2026-06-30

Filed2026-07-29

PEN

Penumbra

-58.95%

Shares7.7K

Event2026-06-30

Filed2026-07-29

ABT

Abbott Labs

-3.19%

Shares26.4K

Event2026-06-30

Filed2026-07-29

ADP

Automatic Data

-16.95%

Shares10.6K

Event2026-06-30

Filed2026-07-29

Home Depot

0.53%

Shares6.7K

Event2026-06-30

Filed2026-07-29

EVR

Evercore Partners

-2.21%

Shares6.6K

Event2026-06-30

Filed2026-07-29

GEV

GE Vernova

-19.73%

Shares1.9K

Event2026-06-30

Filed2026-07-29

UPS

United Parcel Service

-4.51%

Shares20.3K

Event2026-06-30

Filed2026-07-29

VOT

Vanguard Mid-Cap Growth ETF

2.32%

Shares7.0K

Event2026-06-30

Filed2026-07-29

ARWR

Arrowhead Pharmaceuticals

3.60%

Shares26.2K

Event2026-06-30

Filed2026-07-29

GE Aerospace

-22.91%

Shares5.6K

Event2026-06-30

Filed2026-07-29

AXP

American Express

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-29

ALGN

Align Technology

-0.04%

Shares11.2K

Event2026-06-30

Filed2026-07-29

DFIV

Dimensional International Value ETF

1.08%

Shares34.7K

Event2026-06-30

Filed2026-07-29

ZETA

Zeta Global Holdings Corp A

New

Shares93.7K

Event2026-06-30

Filed2026-07-29

Raytheon Technologies

-0.07%

Shares9.6K

Event2026-06-30

Filed2026-07-29

VCSH

Vanguard Short Term Corp Bond Index

7.97%

Shares22.1K

Event2026-06-30

Filed2026-07-29

DFAC

DFA Tax Advantaged US Core Equity 2

28.42%

Shares38.9K

Event2026-06-30

Filed2026-07-29

BLK

BlackRock

27.15%

Shares1.7K

Event2026-06-30

Filed2026-07-29

DFCF

DFA Core Fixed Income ETF

0.49%

Shares37.7K

Event2026-06-30

Filed2026-07-29

OUNZ

VanEck Merk Gold ETF

0.00%

Shares41.1K

Event2026-06-30

Filed2026-07-29

DFAS

Dimensional U.S. Small Cap ETF

13.65%

Shares19.3K

Event2026-06-30

Filed2026-07-29

DIHP

Dimensional International High Profitability ETF

0.07%

Shares45.6K

Event2026-06-30

Filed2026-07-29

SCHD

Schwab US Dividend Equity ETF

4.98%

Shares48.4K

Event2026-06-30

Filed2026-07-29

FDX

FedEx

-0.10%

Shares4.9K

Event2026-06-30

Filed2026-07-29

LOW

Lowe's

1.17%

Shares6.8K

Event2026-06-30

Filed2026-07-29

TMO

Thermo Fisher Scientific

-2.89%

Shares2.8K

Event2026-06-30

Filed2026-07-29

VBK

Vanguard Small-Cap Growth ETF

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

Brookfield Corp

-0.65%

Shares31.4K

Event2026-06-30

Filed2026-07-29

IJH

iShares Core S&P Mid Cap

-2.22%

Shares17.1K

Event2026-06-30

Filed2026-07-29

UNP

Union Pacific

1.62%

Shares4.7K

Event2026-06-30

Filed2026-07-29

DFSD

Dimensional Short-Duration Fixed Income ETF

0.73%

Shares24.5K

Event2026-06-30

Filed2026-07-29

LLY

Lilly

-9.02%

Shares968

Event2026-06-30

Filed2026-07-29

MCO

Moody's

0.23%

Shares2.6K

Event2026-06-30

Filed2026-07-29

Costco Companies

48.18%

Shares1.2K

Event2026-06-30

Filed2026-07-29

Freshpet

41.87%

Shares19.0K

Event2026-06-30

Filed2026-07-29

CSW

CSW Industrials

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

iShares Core MSCI EAFE

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-29

VWO

Vanguard Emerging Markets

-1.04%

Shares17.5K

Event2026-06-30

Filed2026-07-29

PFE

Pfizer

-4.14%

Shares43.4K

Event2026-06-30

Filed2026-07-29

iShares S&P 500

0.73%

Shares1.4K

Event2026-06-30

Filed2026-07-29

MRK

Merck

-12.53%

Shares7.8K

Event2026-06-30

Filed2026-07-29

TSLA

Tesla

-9.42%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IWF

iShares Russell Growth

311.41%

Shares8.0K

Event2026-06-30

Filed2026-07-29

EMR

Emerson Electric

-7.99%

Shares6.9K

Event2026-06-30

Filed2026-07-29

EQIX

Equinix Inc

-1.58%

Shares933

Event2026-06-30

Filed2026-07-29

FNDA

Schwab Fundamental U.S. Small Company ETF

1.92%

Shares25.4K

Event2026-06-30

Filed2026-07-29

INTC

Intel

-19.34%

Shares6.9K

Event2026-06-30

Filed2026-07-29

Broadcom

-1.84%

Shares2.5K

Event2026-06-30

Filed2026-07-29

BNDX

Vanguard Total International Bond Index Fund ETF

1.12%

Shares18.8K

Event2026-06-30

Filed2026-07-29

EFA

iShares MSCI EAFE

-2.25%

Shares8.7K

Event2026-06-30

Filed2026-07-29

QQQM

Invesco Nasdaq 100 ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

CMG

Chipotle Mexican Grill

-3.64%

Shares25.2K

Event2026-06-30

Filed2026-07-29

IJR

iShares S&P Small Cap 600

-4.92%

Shares5.7K

Event2026-06-30

Filed2026-07-29

ICLR

ICON plc

-9.50%

Shares4.8K

Event2026-06-30

Filed2026-07-29

Philip Morris Int'l

-6.75%

Shares4.6K

Event2026-06-30

Filed2026-07-29

PLD

Prologis Inc

0.38%

Shares6.0K

Event2026-06-30

Filed2026-07-29

DFLV

Dimensional US Large Cap Value ETF

0.24%

Shares20.1K

Event2026-06-30

Filed2026-07-29

KTOS

Kratos Defense & Security Solutions

New

Shares15.9K

Event2026-06-30

Filed2026-07-29

PYPL

PayPal

-47.59%

Shares17.2K

Event2026-06-30

Filed2026-07-29

EEM

iShares MSCI Emerging Markets

-1.76%

Shares10.9K

Event2026-06-30

Filed2026-07-29

Goldman Sachs

-17.57%

Shares727

Event2026-06-30

Filed2026-07-29

ITT

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

PPG

-5.14%

Shares6.0K

Event2026-06-30

Filed2026-07-29

DIA

SPDR Dow Jones Industrial Average ETF

-15.57%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SLB

Schlumberger

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-29

DFIS

DFA International Small Cap ETF

0.89%

Shares19.7K

Event2026-06-30

Filed2026-07-29

NBTB

NBT Bancorp

5.36%

Shares13.6K

Event2026-06-30

Filed2026-07-29

CVX

ChevronTexaco

1.68%

Shares4.0K

Event2026-06-30

Filed2026-07-29

TXN

Texas Instruments

-2.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

DFUV

DFA Tax-Managed US Marketwide Value

-0.38%

Shares11.6K

Event2026-06-30

Filed2026-07-29

RSP

Invesco S&P 500 Equal Weight

25.38%

Shares2.9K

Event2026-06-30

Filed2026-07-29

VBR

Vanguard Small Cap Value ETF

26.95%

Shares2.6K

Event2026-06-30

Filed2026-07-29

IEMG

iShares Core MSCI Emerging Markets

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-29

Vanguard Mid Cap Index Fund ETF

329.85%

Shares7.3K

Event2026-06-30

Filed2026-07-29

SCHF

Schwab International Equity ETF

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-29

GLD

SPDR Gold Trust

3.66%

Shares1.6K

Event2026-06-30

Filed2026-07-29

Oracle

4.02%

Shares3.8K

Event2026-06-30

Filed2026-07-29

MTUM

iShares MSCI USA Momentum Factor

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

DFGX

Dimensional Global Ex US Core Fixed Income ETF

124.03%

Shares9.9K

Event2026-06-30

Filed2026-07-29

Nextera Energy

-20.59%

Shares6.0K

Event2026-06-30

Filed2026-07-29

Trane Technologies

-5.88%

Shares1.0K

Event2026-06-30

Filed2026-07-29

FELE

Franklin Electric

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-29

WFC

Wells Fargo

-10.43%

Shares6.0K

Event2026-06-30

Filed2026-07-29

QQQ

Invesco QQQ ETF

-2.94%

Shares660

Event2026-06-30

Filed2026-07-29

BSV

Vanguard Short Term Bond Index

0.46%

Shares6.2K

Event2026-06-30

Filed2026-07-29

Netflix

14.93%

Shares6.7K

Event2026-06-30

Filed2026-07-29

Micron Technology

184.78%

Shares393

Event2026-06-30

Filed2026-07-29

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

-12.23%

Shares3.2K

Event2026-06-30

Filed2026-07-29

RGA

Reinsurance Group

-6.34%

Shares2.1K

Event2026-06-30

Filed2026-07-29

Palantir Technologies

16.63%

Shares3.8K

Event2026-06-30

Filed2026-07-29

MTB

M & T Bank

-2.87%

Shares1.9K

Event2026-06-30

Filed2026-07-29

HDV

iShares Core High Dividend ETF

400.00%

Shares15.9K

Event2026-06-30

Filed2026-07-29

AROW

Arrow Financial

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-29

DFAR

DFA US Real Estate ETF

0.28%

Shares16.0K

Event2026-06-30

Filed2026-07-29

JPST

JPMorgan Ultra-Short Income ETF

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-29

CARR

Carrier Global

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-29

MPLX

MPLX LP

4.08%

Shares7.0K

Event2026-06-30

Filed2026-07-29

NRT

North European Royalty Trust

0.00%

Shares53.4K

Event2026-06-30

Filed2026-07-29

VPU

Vanguard Utilities ETF

0.40%

Shares2.0K

Event2026-06-30

Filed2026-07-29

DISV

Dimensional International Small Cap Value ETF

0.04%

Shares9.7K

Event2026-06-30

Filed2026-07-29

DEHP

Dimensional Emerging Markets High Profitability ETF

0.38%

Shares9.0K

Event2026-06-30

Filed2026-07-29

UnitedHealth Group

0.87%

Shares924

Event2026-06-30

Filed2026-07-29

QCOM

Qualcomm

-11.47%

Shares2.1K

Event2026-06-30

Filed2026-07-29

BIP

Brookfield Infrastructure Partners LP

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-29

ARE

Alexandria Real Estate Equities

-79.16%

Shares6.7K

Event2026-06-30

Filed2026-07-29

MCD

McDonald's

-69.89%

Shares1.3K

Event2026-06-30

Filed2026-07-29

Verizon

-10.93%

Shares8.2K

Event2026-06-30

Filed2026-07-29

FedEx Freight

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

SMH

VanEck Semiconductor ETF

-2.78%

Shares525

Event2026-06-30

Filed2026-07-29

Altria

-4.73%

Shares4.7K

Event2026-06-30

Filed2026-07-29

AT&T

-7.67%

Shares16.2K

Event2026-06-30

Filed2026-07-29

Boeing

-0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-29

SCHE

Schwab Emerging Markets Equity ETF

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-29

Curtiss Wright

-2.38%

Shares410

Event2026-06-30

Filed2026-07-29

CGW

Invesco S&P Global Water Index ETF

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

BNY Mellon Municipal Intermediate ETF

New

Shares11.6K

Event2026-06-30

Filed2026-07-29

Blackstone Group LP

59.84%

Shares2.6K

Event2026-06-30

Filed2026-07-29

EFX

Equifax

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SPDR Gold Minishares Trust

26.63%

Shares3.7K

Event2026-06-30

Filed2026-07-29

IBTG

iShares iBonds Dec 2026 Term Treasury ETF

-41.67%

Shares12.9K

Event2026-06-30

Filed2026-07-29

DFAT

Dimensional U.S. Targeted Value ETF

0.27%

Shares4.2K

Event2026-06-30

Filed2026-07-29

AMGN

Amgen

-28.93%

Shares796

Event2026-06-30

Filed2026-07-29

Alerian MLP ETF

-2.26%

Shares5.5K

Event2026-06-30

Filed2026-07-29

Canadian Pacific Kansas City

-5.72%

Shares3.3K

Event2026-06-30

Filed2026-07-29

Waste Management

-0.63%

Shares1.3K

Event2026-06-30

Filed2026-07-29

LRCX

Lam Research

-12.52%

Shares650

Event2026-06-30

Filed2026-07-29

BMY

Bristol Myers-Squibb

-0.12%

Shares4.9K

Event2026-06-30

Filed2026-07-29

BAC

Bank of America

-6.73%

Shares4.9K

Event2026-06-30

Filed2026-07-29

SDY

SPDR S&P Dividend ETF IV

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

3M Company

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

Bank of New York

-23.26%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SRE

Sempra Energy

61.50%

Shares2.9K

Event2026-06-30

Filed2026-07-29

PNC

PNC Financial Services Group

192.53%

Shares1.1K

Event2026-06-30

Filed2026-07-29

DUK

Duke Energy

8.32%

Shares2.1K

Event2026-06-30

Filed2026-07-29

LNT

Alliant Energy

-9.05%

Shares3.5K

Event2026-06-30

Filed2026-07-29

Nisource

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-29

HLT

Hilton Worldwide Hldgs Inc

174.57%

Shares799

Event2026-06-30

Filed2026-07-29

INGR

Ingredion

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

DFSU

Dimensional US Sustainability Core 1 ETF

0.24%

Shares5.5K

Event2026-06-30

Filed2026-07-29

IVW

iShares S&P 500/Barra Growth

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

Mastercard

15.65%

Shares495

Event2026-06-30

Filed2026-07-29

ALL

Allstate

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

Morgan Stanley

0.59%

Shares1.2K

Event2026-06-30

Filed2026-07-29

BEP

Brookfield Renewable

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-29

MTX

Minerals Tech

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

VTES

Vanguard Short-Term Tax-Exempt Bond ETF

5.82%

Shares2.3K

Event2026-06-30

Filed2026-07-29

DFSB

Dimensional Global Sustainability Fixed Income ETF

26.27%

Shares4.5K

Event2026-06-30

Filed2026-07-29

MDLZ

Mondelez

-13.21%

Shares3.9K

Event2026-06-30

Filed2026-07-29

Applied Materials

-6.57%

Shares313

Event2026-06-30

Filed2026-07-29

SCHR

Schwab Interm Gov't ETF

-1.92%

Shares8.9K

Event2026-06-30

Filed2026-07-29

DEO

Diageo PLC

-67.91%

Shares2.7K

Event2026-06-30

Filed2026-07-29

AME

Ametek Inc

0.00%

Shares848

Event2026-06-30

Filed2026-07-29

IWN

iShares Russell 2000 Value ETF

0.00%

Shares925

Event2026-06-30

Filed2026-07-29

BAM

Brookfield Asset Management

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-29

NSC

Norfolk Southern

23.80%

Shares619

Event2026-06-30

Filed2026-07-29

Ameriprise

0.00%

Shares420

Event2026-06-30

Filed2026-07-29

DFGR

Dimensional Global Real Estate ETF

4.60%

Shares6.6K

Event2026-06-30

Filed2026-07-29

DFSI

Dimensional International Sustainability Core 1 ETF

1.19%

Shares4.2K

Event2026-06-30

Filed2026-07-29

Suncor

-1.69%

Shares3.5K

Event2026-06-30

Filed2026-07-29

SCHG

Schwab U.S. Large-Cap Growth ETF

10.52%

Shares5.5K

Event2026-06-30

Filed2026-07-29

IWD

iShares Russell 1000 Value ETF

-2.03%

Shares771

Event2026-06-30

Filed2026-07-29

VRTX

Vertex Pharmaceuticals

-1.33%

Shares372

Event2026-06-30

Filed2026-07-29

OTIS

Otis Worldwide

7.99%

Shares2.6K

Event2026-06-30

Filed2026-07-29

QTUM

Defiance Quantum ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AMD

Advanced Micro Devices Inc

-61.53%

Shares312

Event2026-06-30

Filed2026-07-29

SYK

Stryker

1.81%

Shares562

Event2026-06-30

Filed2026-07-29

QYLD

Global X NASDAQ 100 Cov Call

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-29

Parker-Hannifin Corp

212.28%

Shares178

Event2026-06-30

Filed2026-07-29

NTR

Nutrien

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

WMB

Williams Cos

-21.38%

Shares2.3K

Event2026-06-30

Filed2026-07-29

ENB

Enbridge

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

Aptiv plc

-57.40%

Shares2.6K

Event2026-06-30

Filed2026-07-29

Dominion Resources

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

DFAX

DFA Tax Adv World ex US Core Eq

0.28%

Shares4.4K

Event2026-06-30

Filed2026-07-29

DHR

Danaher

453.33%

Shares830

Event2026-06-30

Filed2026-07-29

SPYX

SPDR S&P 500 Fossil Fues Res ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

IWP

iShares Russell Mid-Cap Growth ETF

4.92%

Shares1.0K

Event2026-06-30

Filed2026-07-29

MNST

Monster Beverage Corp

1.49%

Shares1.6K

Event2026-06-30

Filed2026-07-29

CSX

7.20%

Shares3.1K

Event2026-06-30

Filed2026-07-29

USB

U.S. Bancorp

-3.65%

Shares2.5K

Event2026-06-30

Filed2026-07-29

Consol Edison

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

APH

Amphenol Corp

1171.43%

Shares801

Event2026-06-30

Filed2026-07-29

SHOP

Shopify Inc

-3.52%

Shares1.2K

Event2026-06-30

Filed2026-07-29

SNA

Snap On

0.00%

Shares350

Event2026-06-30

Filed2026-07-29

YUM

Yum Brands

-1.02%

Shares877

Event2026-06-30

Filed2026-07-29

DTE

DTE Energy

-3.51%

Shares908

Event2026-06-30

Filed2026-07-29

SHEL

Shell Adr

-44.26%

Shares1.8K

Event2026-06-30

Filed2026-07-29

TXRH

Texas Roadhouse

-14.11%

Shares700

Event2026-06-30

Filed2026-07-29

Travelers

2.26%

Shares407

Event2026-06-30

Filed2026-07-29

Corteva

-1.26%

Shares1.6K

Event2026-06-30

Filed2026-07-29

UDR

United Dominion Realty Trust

0.99%

Shares3.3K

Event2026-06-30

Filed2026-07-29

AWK

American Water Works

1.69%

Shares961

Event2026-06-30

Filed2026-07-29

ADI

Analog Devices

8.56%

Shares317

Event2026-06-30

Filed2026-07-29

USMV

IShares Edge MSCI Min VOL USA ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares795

Event2026-06-30

Filed2026-07-29

DUSB

Dimensional Ultrashort Fixed Income ETF

0.92%

Shares2.4K

Event2026-06-30

Filed2026-07-29

KLAC

KLA Tencor

627.27%

Shares400

Event2026-06-30

Filed2026-07-29

DFSE

DFA Emerging Markets Sustainability Core 1 ETF

0.57%

Shares2.5K

Event2026-06-30

Filed2026-07-29

MMC

Marsh & McLennan

4.53%

Shares692

Event2026-06-30

Filed2026-07-29

NVS

Novartis

-0.14%

Shares736

Event2026-06-30

Filed2026-07-29

ILMN

Illumina

-47.39%

Shares655

Event2026-06-30

Filed2026-07-29

NDAQ

NASDAQ Inc

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

VHT

Vanguard Health Care Index ETF

0.00%

Shares376

Event2026-06-30

Filed2026-07-29

DIM

Wisdomtree International MidCap Dividend

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

Lowes

0.00%

Shares971

Event2026-06-30

Filed2026-07-29

Broadridge Financial Solutions

-38.02%

Shares797

Event2026-06-30

Filed2026-07-29

SHW

Sherwin Williams

14.49%

Shares316

Event2026-06-30

Filed2026-07-29

WBS

Webster Financial

0.50%

Shares1.4K

Event2026-06-30

Filed2026-07-29

EPD

Enterprise Products

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

DFIC

DFA International Core Equity 2 ETF

147.93%

Shares2.8K

Event2026-06-30

Filed2026-07-29

PGR

Progressive Corp

-4.39%

Shares479

Event2026-06-30

Filed2026-07-29

CEF

Central Fund Of Canada Ltd

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

Honeywell Int'l

New

Shares461

Event2026-06-30

Filed2026-07-29

GLW

Corning

-32.10%

Shares404

Event2026-06-30

Filed2026-07-29

PAYX

Paychex

-29.54%

Shares1.0K

Event2026-06-30

Filed2026-07-29

Honeywell Aerospace

New

Shares461

Event2026-06-30

Filed2026-07-29

COP

ConocoPhillips

-10.39%

Shares949

Event2026-06-30

Filed2026-07-29

Vanguard Total World Stock ETF

13.94%

Shares621

Event2026-06-30

Filed2026-07-29

MUB

iShares Nat'l Muni Bond ETF

0.00%

Shares900

Event2026-06-30

Filed2026-07-29

STXE

Strive Emerging Markets Ex-China ETF

-18.23%

Shares1.8K

Event2026-06-30

Filed2026-07-29

Freeport-McMoran

-5.92%

Shares1.5K

Event2026-06-30

Filed2026-07-29

IJS

iShares S&P Small Cap 600/Barra Value

0.00%

Shares694

Event2026-06-30

Filed2026-07-29

BIL

SPDR Bloomberg 1-3 Month T-Bill ETF

-24.76%

Shares1.0K

Event2026-06-30

Filed2026-07-29

CRM

Salesforce

-40.18%

Shares585

Event2026-06-30

Filed2026-07-29

CTSH

Cognizant Tech

-7.80%

Shares2.4K

Event2026-06-30

Filed2026-07-29

RVMD

Revolution Medicines

New

Shares482

Event2026-06-30

Filed2026-07-29

VNQ

Vanguard Real Estate ETF

0.00%

Shares929

Event2026-06-30

Filed2026-07-29

EXPD

Expeditors Int'l

0.00%

Shares549

Event2026-06-30

Filed2026-07-29

Unilever PLC

5.32%

Shares1.5K

Event2026-06-30

Filed2026-07-29

GILD

Gilead Sciences

-26.49%

Shares705

Event2026-06-30

Filed2026-07-29

IWR

iShares Russell Midcap Index

1.66%

Shares797

Event2026-06-30

Filed2026-07-29

MDY

MidCap SPDR Trust

0.00%

Shares125

Event2026-06-30

Filed2026-07-29

ALLW

SPDR Bridgewater ALL Weather ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ILCG

IShares Mrnstar Large Cap Grwth ETF

0.00%

Shares750

Event2026-06-30

Filed2026-07-29

IMO

Imperial Oil

0.00%

Shares780

Event2026-06-30

Filed2026-07-29

DLN

WisdomTree US Large Cap Dividend

0.00%

Shares900

Event2026-06-30

Filed2026-07-29

AEM

Agnico Eagle Mines Ltd

0.00%

Shares550

Event2026-06-30

Filed2026-07-29

WTW

Willis Towers Watson

-1.82%

Shares323

Event2026-06-30

Filed2026-07-29

XEL

Xcel Energies

-1.81%

Shares1.0K

Event2026-06-30

Filed2026-07-29

XLK

Technology Select Sector SPDR Fund

0.00%

Shares434

Event2026-06-30

Filed2026-07-29

IWB

iShares Russell 1000 ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-29

Eversource Energy

-1.05%

Shares1.1K

Event2026-06-30

Filed2026-07-29

Qnity Electronics

1.84%

Shares498

Event2026-06-30

Filed2026-07-29

DGCB

DFA Global Credit ETF

5.62%

Shares1.5K

Event2026-06-30

Filed2026-07-29

CHKP

Check Point Software

0.00%

Shares600

Event2026-06-30

Filed2026-07-29

Johnson Ctls Inl PLC

118.70%

Shares538

Event2026-06-30

Filed2026-07-29

FVD

First Trust Value Dividend Index ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

Glaxo Smithkline

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

Applovin Corp

30.91%

Shares144

Event2026-06-30

Filed2026-07-29

AMTM

Amentum Holdings

-55.74%

Shares3.6K

Event2026-06-30

Filed2026-07-29

XLP

Consumer Staples Select SPDR

0.00%

Shares892

Event2026-06-30

Filed2026-07-29

ANET

Arista Networks

1088.89%

Shares428

Event2026-06-30

Filed2026-07-29

ADSK

Autodesk Inc

2.82%

Shares364

Event2026-06-30

Filed2026-07-29

Colgate Palmolive

26.67%

Shares760

Event2026-06-30

Filed2026-07-29

Zoetis

-4.08%

Shares963

Event2026-06-30

Filed2026-07-29

VTIP

Vanguard Short Inflation Protected ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

DuPont

New

Shares504

Event2026-06-30

Filed2026-07-29

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

VGT

Vanguard Information Technology ETF

700.00%

Shares568

Event2026-06-30

Filed2026-07-29

PHO

PowerShares Water Resources

0.00%

Shares980

Event2026-06-30

Filed2026-07-29

State Street SPDR S&P 500 ETF

0.00%

Shares766

Event2026-06-30

Filed2026-07-29

PEG

Public Service Enterprise

-15.05%

Shares824

Event2026-06-30

Filed2026-07-29

AOA

iShares Core Aggressive ETF

0.00%

Shares685

Event2026-06-30

Filed2026-07-29

MINT

PIMCO Enhanced Short Maturity Active ETF

0.00%

Shares659

Event2026-06-30

Filed2026-07-29

TEL

TE Connectivity PLC

37.66%

Shares329

Event2026-06-30

Filed2026-07-29

RSG

REPUBLIC SVCS INC COM

New

Shares311

Event2026-06-30

Filed2026-07-29

EOS

Eaton Vance Enhanced Equity Income Fund II

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

PRF

Invesco FTSE RAFI US 1000 ETF

-44.56%

Shares1.2K

Event2026-06-30

Filed2026-07-29

VRT

Vertiv Holdings

17.39%

Shares189

Event2026-06-30

Filed2026-07-29

EQT

EQT Corp

-61.73%

Shares1.2K

Event2026-06-30

Filed2026-07-29

Seagate Technology Hldngs PLC Ord Shs

712.50%

Shares65

Event2026-06-30

Filed2026-07-29

GEHC

GE Healthcare Technologies

-38.91%

Shares967

Event2026-06-30

Filed2026-07-29

URTH

iShares MSCI EFT World

-22.84%

Shares304

Event2026-06-30

Filed2026-07-29

HWM

Howmet Aerospace

0.00%

Shares226

Event2026-06-30

Filed2026-07-29

LUMENTUM HLDGS INC COM

New

Shares71

Event2026-06-30

Filed2026-07-29

VXF

Vanguard Extended Market

0.00%

Shares245

Event2026-06-30

Filed2026-07-29

BSX

Boston Scientific Corp

-6.50%

Shares1.4K

Event2026-06-30

Filed2026-07-29

CSWC

Capital Southwest

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

XYZ

Block Inc

13.97%

Shares775

Event2026-06-30

Filed2026-07-29

TIP

iShares TIPS Bond ETF

0.00%

Shares536

Event2026-06-30

Filed2026-07-29

TFC

Truist Financial

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

MAIN

Main Street Capital Corp

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

Citigroup

-31.46%

Shares414

Event2026-06-30

Filed2026-07-29

IWM

iShares Russell 2000 ETF

0.00%

Shares192

Event2026-06-30

Filed2026-07-29

GHC

Graham Holdings

0.00%

Shares50

Event2026-06-30

Filed2026-07-29

MCK

McKesson Corp

12.12%

Shares74

Event2026-06-30

Filed2026-07-29

ARTY

iShares Future AI & Tech ETF

0.00%

Shares725

Event2026-06-30

Filed2026-07-29

DFIP

DFA Inflation-Protected Securities ETF

1.91%

Shares1.3K

Event2026-06-30

Filed2026-07-29

MGEE

MGE Energy

0.00%

Shares670

Event2026-06-30

Filed2026-07-29

IAU

iShares Gold Trust

0.00%

Shares713

Event2026-06-30

Filed2026-07-29

VXUS

Vanguard Total Int'l Stock ETF

0.00%

Shares622

Event2026-06-30

Filed2026-07-29

XLY

Consumer Discretionary Select SPDR

0.00%

Shares448

Event2026-06-30

Filed2026-07-29

EBAY

EBay Inc

-19.86%

Shares468

Event2026-06-30

Filed2026-07-29

NVO

Novo-Nordisk A S ADR

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP COM

360.00%

Shares23

Event2026-06-30

Filed2026-07-29

ANGO

AngioDynamics Inc

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

CrowdStrike

-9.59%

Shares66

Event2026-06-30

Filed2026-07-29

AFFIRM HLDGS INC COM CL A

New

Shares601

Event2026-06-30

Filed2026-07-29

ELAN

ELANCO ANIMAL HEALTH INC COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

FEX

First Trust Large Cap Core Alphadex Fund

0.00%

Shares343

Event2026-06-30

Filed2026-07-29

TJX

TJX Cos.

60.41%

Shares316

Event2026-06-30

Filed2026-07-29

JEF

Jefferies Finl

0.00%

Shares932

Event2026-06-30

Filed2026-07-29

NCLH

Norwegian Cruise Lines

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

PRU

Prudential Financial

2900.00%

Shares420

Event2026-06-30

Filed2026-07-29

DOV

Dover

0.00%

Shares200

Event2026-06-30

Filed2026-07-29

EIX

Edison Intl

-62.85%

Shares600

Event2026-06-30

Filed2026-07-29

SEIC

SEI Investments Co

-0.20%

Shares507

Event2026-06-30

Filed2026-07-29

TSM

Taiwan Semiconductor

4.55%

Shares92

Event2026-06-30

Filed2026-07-29

FAST

Fastenal

0.00%

Shares916

Event2026-06-30

Filed2026-07-29

CHRW

C H ROBINSON WORLDWIDE IN COM NEW

0.43%

Shares233

Event2026-06-30

Filed2026-07-29

Medtronic PLC

-22.04%

Shares559

Event2026-06-30

Filed2026-07-29

VYM

Vanguard Hi Div Yield Index ETF

-38.48%

Shares275

Event2026-06-30

Filed2026-07-29

Space Exploration Technologies

New

Shares252

Event2026-06-30

Filed2026-07-29

ORLY

O'Reilly Automotive Inc

11.16%

Shares468

Event2026-06-30

Filed2026-07-29

RYN

Rayonier

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

FFIV

F5 Networks

0.00%

Shares103

Event2026-06-30

Filed2026-07-29

AXSM

Axsome Therapeutics

-30.00%

Shares175

Event2026-06-30

Filed2026-07-29

INTU

Intuit

-59.35%

Shares163

Event2026-06-30

Filed2026-07-29

HLN

Hilton Hotels 8

9.41%

Shares4.5K

Event2026-06-30

Filed2026-07-29

SCHW

Charles Schwab Corp

118.05%

Shares447

Event2026-06-30

Filed2026-07-29

MSCI

MSCI INC COM

New

Shares73

Event2026-06-30

Filed2026-07-29

GATX

0.00%

Shares225

Event2026-06-30

Filed2026-07-29

BMVP

Invesco Bloomberg MVP Multi-Factor ETF

New

Shares777

Event2026-06-30

Filed2026-07-29

IWV

iShares Russell 3000 Index

0.00%

Shares93

Event2026-06-30

Filed2026-07-29

AXON

Axon Enterprise Inc

1300.00%

Shares70

Event2026-06-30

Filed2026-07-29

LMT

Lockheed Martin

2.70%

Shares76

Event2026-06-30

Filed2026-07-29

XLV

Health Care Select SPDR

-31.46%

Shares244

Event2026-06-30

Filed2026-07-29

ITW

Illinois Took Works Inc

741.18%

Shares143

Event2026-06-30

Filed2026-07-29

SUSA

iShares ESG Optimized MSCI USA ETF

0.00%

Shares250

Event2026-06-30

Filed2026-07-29

Weyerhaeuser

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

HAS

Hasbro

0.00%

Shares458

Event2026-06-30

Filed2026-07-29

RDDT

0.00%

Shares214

Event2026-06-30

Filed2026-07-29

Apollo Global Mgmt Inc

4.05%

Shares308

Event2026-06-30

Filed2026-07-29

DOCU

DocuSign

-84.84%

Shares820

Event2026-06-30

Filed2026-07-29

SCCO

Southern Copper

0.97%

Shares208

Event2026-06-30

Filed2026-07-29

DELL

Dell Technologies Inc

-21.50%

Shares84

Event2026-06-30

Filed2026-07-29

First Trust Dorsey Wright Focus 5 ETF

New

Shares464

Event2026-06-30

Filed2026-07-29

BIPC

Brookfield Infra Partners Cl A

0.00%

Shares901

Event2026-06-30

Filed2026-07-29

BKR

Baker Hughes

-0.49%

Shares605

Event2026-06-30

Filed2026-07-29

Royal Caribbean Cruises

-1.89%

Shares104

Event2026-06-30

Filed2026-07-29

WWD

WOODWARD INC COM

New

Shares77

Event2026-06-30

Filed2026-07-29

COF

Capital One

13.99%

Shares163

Event2026-06-30

Filed2026-07-29

ODFL

Old Dominion Freight Lines

0.00%

Shares146

Event2026-06-30

Filed2026-07-29

TOTL

SPDR Doubleline Total Return TTCL ETF

0.00%

Shares795

Event2026-06-30

Filed2026-07-29

PPL Corp

494.48%

Shares862

Event2026-06-30

Filed2026-07-29

AMX

America Movil Sa De Cv

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

Guidewire Software

-80.00%

Shares250

Event2026-06-30

Filed2026-07-29

SNPS

Synopsis Inc

34.00%

Shares67

Event2026-06-30

Filed2026-07-29

TTWO

Take-Two Interactive Software

116.36%

Shares119

Event2026-06-30

Filed2026-07-29

TGT

Target

28.81%

Shares228

Event2026-06-30

Filed2026-07-29

IJT

iShares S&P Small-Cap 600 Growth ETF

0.00%

Shares162

Event2026-06-30

Filed2026-07-29

AFL

Aflac

New

Shares246

Event2026-06-30

Filed2026-07-29

CLS

CELESTICA INC COM

New

Shares76

Event2026-06-30

Filed2026-07-29

OKTA

Okta Inc

64.17%

Shares197

Event2026-06-30

Filed2026-07-29

IFRA

ISHARES U.S. INFRASTRUCTURE ETF

New

Shares424

Event2026-06-30

Filed2026-07-29

DASH

Doordash Inc

81.01%

Shares143

Event2026-06-30

Filed2026-07-29

ESS

Essex Property Trust

-5.26%

Shares90

Event2026-06-30

Filed2026-07-29

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

0.00%

Shares289

Event2026-06-30

Filed2026-07-29

VIOG

Vanguard S&P Small-Cap 600 Growth ETF

0.00%

Shares171

Event2026-06-30

Filed2026-07-29

SPEM

SPDR Portfolio Emerging Markets ETF

0.00%

Shares506

Event2026-06-30

Filed2026-07-29

AEP

American Elec Pwr

6.11%

Shares191

Event2026-06-30

Filed2026-07-29

CMCSA

Comcast Cl A

-18.77%

Shares1.0K

Event2026-06-30

Filed2026-07-29

SPYV

SPDR Portfolio S&P 500 Value ETF

0.00%

Shares402

Event2026-06-30

Filed2026-07-29

Cigna Group

6.10%

Shares87

Event2026-06-30

Filed2026-07-29

DOW

Dow Chemical

-3.41%

Shares850

Event2026-06-30

Filed2026-07-29

MRVL

Marvell Technology Inc

-62.14%

Shares78

Event2026-06-30

Filed2026-07-29

VGLT

Vanguard Long Term Gov't Bond ETF

0.00%

Shares414

Event2026-06-30

Filed2026-07-29

PHM

Pulte Group

36.97%

Shares163

Event2026-06-30

Filed2026-07-29

GOVT

iShares U.s. Treasury Bond ETF

0.00%

Shares965

Event2026-06-30

Filed2026-07-29

DFEM

DFA Emerging Markets Core Equity 2 ETF

0.57%

Shares533

Event2026-06-30

Filed2026-07-29

SWK

Stanley Black & Decker Inc

0.00%

Shares229

Event2026-06-30

Filed2026-07-29

CPB

Campbell Soup

-3.46%

Shares950

Event2026-06-30

Filed2026-07-29

Southern

10.00%

Shares220

Event2026-06-30

Filed2026-07-29

SYY

Sysco Corporation

-6.72%

Shares250

Event2026-06-30

Filed2026-07-29

LIN

Linde PLC

8.11%

Shares40

Event2026-06-30

Filed2026-07-29

FDS

Factset

0.00%

Shares90

Event2026-06-30

Filed2026-07-29

AON

AON PLC A

-33.33%

Shares62

Event2026-06-30

Filed2026-07-29

JPC

Nuveen Preferred & Income Opportunities Fund

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

FITB

Fifth Third Bancorp

0.00%

Shares362

Event2026-06-30

Filed2026-07-29

TKO

TKO Group

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

IFF

International Flavors & Fragrance

47.93%

Shares250

Event2026-06-30

Filed2026-07-29

VRSN

Verisign Inc

0.00%

Shares77

Event2026-06-30

Filed2026-07-29

ROBO

Robo Global Robotics & Automation ETF

0.00%

Shares223

Event2026-06-30

Filed2026-07-29

TPR

Tapestry Inc

-48.00%

Shares130

Event2026-06-30

Filed2026-07-29

EOG

EOG Resources

-28.08%

Shares146

Event2026-06-30

Filed2026-07-29

PCAR

Paccar Inc

31.36%

Shares155

Event2026-06-30

Filed2026-07-29

NTAP

NetApp Inc

-1.69%

Shares116

Event2026-06-30

Filed2026-07-29

FELG

Fidelity Enhanced Large Cap Growth ETF

0.00%

Shares410

Event2026-06-30

Filed2026-07-29

CVS

CVS Caremark

8.28%

Shares170

Event2026-06-30

Filed2026-07-29

SANA

Sana Biotechnology

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

BJ's Wholesale Club

New

Shares200

Event2026-06-30

Filed2026-07-29

Constellation Brands Inc Cl A

-6.72%

Shares125

Event2026-06-30

Filed2026-07-29

CMI

Cummins Inc

-91.04%

Shares24

Event2026-06-30

Filed2026-07-29

WAYFAIR INC CL A

New

Shares184

Event2026-06-30

Filed2026-07-29

RRX

Regal Rexnord Corp

0.00%

Shares71

Event2026-06-30

Filed2026-07-29

WBD

Warner Bros. Discovery

-34.80%

Shares622

Event2026-06-30

Filed2026-07-29

PSA

Public Storage

0.00%

Shares52

Event2026-06-30

Filed2026-07-29

NBIS

NEBIUS GROUP N.V. SHS CLASS A

0.00%

Shares59

Event2026-06-30

Filed2026-07-29

KMB

Kimberly-Clark

-43.08%

Shares148

Event2026-06-30

Filed2026-07-29

MET

MetLife

0.00%

Shares192

Event2026-06-30

Filed2026-07-29

SPXE

PROSHARES S&P 500 EX-ENERGY ETF

New

Shares200

Event2026-06-30

Filed2026-07-29

Realty Income

11.59%

Shares260

Event2026-06-30

Filed2026-07-29

JLL

Jones Lang Lasalle Inc

-39.53%

Shares52

Event2026-06-30

Filed2026-07-29

FFC

Flaherty & Crumrine Preferred Securities Income Fund

0.00%

Shares970

Event2026-06-30

Filed2026-07-29

CLX

Clorox

New

Shares165

Event2026-06-30

Filed2026-07-29

WDAY

Workday Inc A

-0.78%

Shares127

Event2026-06-30

Filed2026-07-29

KEYS

KEYSIGHT TECHNOLOGIES INC COM

0.00%

Shares44

Event2026-06-30

Filed2026-07-29

COPP

Sprott Copper Miners ETF

New

Shares400

Event2026-06-30

Filed2026-07-29

FMX

Fomento Economico Mexicano ADR

0.00%

Shares119

Event2026-06-30

Filed2026-07-29

TMUS

T-Mobile US Inc

21.62%

Shares90

Event2026-06-30

Filed2026-07-29

FTI

TECHNIPFMC PLC COM

0.00%

Shares227

Event2026-06-30

Filed2026-07-29

ICE

Intercontinental Exchange

-69.73%

Shares122

Event2026-06-30

Filed2026-07-29

APG

API Group Corp

0.00%

Shares350

Event2026-06-30

Filed2026-07-29

SLV

Ishares Silver Trust Index Fund

0.00%

Shares275

Event2026-06-30

Filed2026-07-29

RIO

Rio Tinto PLC

0.00%

Shares154

Event2026-06-30

Filed2026-07-29

ETR

Entergy Corp

1.60%

Shares127

Event2026-06-30

Filed2026-07-29

CVE

Cenovus Energy

0.00%

Shares588

Event2026-06-30

Filed2026-07-29

RKLB

Rocket Lab

New

Shares141

Event2026-06-30

Filed2026-07-29

CASY

Caseys Gen Stores

-14.29%

Shares18

Event2026-06-30

Filed2026-07-29

VIG

Vanguard Dividend Appreciation ETF

-68.09%

Shares60

Event2026-06-30

Filed2026-07-29

TDY

Teledyne Technologies

0.00%

Shares21

Event2026-06-30

Filed2026-07-29

Adobe Systems

4.62%

Shares68

Event2026-06-30

Filed2026-07-29

CRWV

Coreweave Inc

New

Shares140

Event2026-06-30

Filed2026-07-29

REGIONS FINANCIAL CORP NEW COM

0.00%

Shares460

Event2026-06-30

Filed2026-07-29

CLH

Clean Harbors

0.00%

Shares46

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available