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The Analysis of Wealthcare Advisory Partners LLC's Holdings & P&L

Currently, Wealthcare Advisory Partners LLC holds 1084 types of securities in its portfolio with a total value $5.3B. In the most recent quarter, they have increased their positions in SCHP (+676.0K shares, valued at $17.9M), VO (+162.0K shares, valued at $13.1M), STIP (+113.4K shares, valued at $11.6M); decreased their positions in N/A (-81.4K shares, valued at $60.8M), AAPL (-64.2K shares, valued at $18.6M), QQQ (-23.5K shares, valued at $17.3M); initiated new positions in CLSE (+255.9K shares, valued at $8.7M), JIVE (+67.3K shares, valued at $6.2M), N/A (+14.4K shares, valued at $3.2M).

1M P&L

+26.8M+0.64%

3M P&L

+77.2M+1.87%

HY P&L

+35.6M+0.86%

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/A3.6B

84.1%

2Semiconductors129.4M

3.0%

3Consumer Electronics57.4M

1.3%

Top Industries by Stock Count

1N/A647 stocks

65.7%

2Semiconductors14 stocks

1.4%

3Asset Management14 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST4.4M shares-3.36%2026-06-302026-07-09

SPTM SPDR SERIES TRUST2.5M shares-3.04%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS398.4K shares-3.13%2026-06-302026-07-09

STIP ISHARES TR1.3M shares9.38%2026-06-302026-07-09

SPSM SPDR SERIES TRUST1.8M shares1.08%2026-06-302026-07-09

IEF ISHARES TR1.0M shares-5.93%2026-06-302026-07-09

SPMD SPDR SERIES TRUST1.2M shares4.09%2026-06-302026-07-09

SPAB SPDR SERIES TRUST3.2M shares6.33%2026-06-302026-07-09

Sponsored

NVDA NVIDIA CORPORATION378.5K shares-4.02%2026-06-302026-07-09

SPDW SPDR INDEX SHS FDS1.4M shares2.35%2026-06-302026-07-09

FBND FIDELITY MERRIMACK STR TR1.6M shares2.69%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T87.2K shares-48.27%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS401.8K shares1.21%2026-06-302026-07-09

CGDV CAPITAL GROUP DIVIDEND VALUE1.3M shares-3.54%2026-06-302026-07-09

MUB ISHARES TR576.3K shares10.36%2026-06-302026-07-09

NTSX WISDOMTREE TR1.0M shares4.41%2026-06-302026-07-09

Sponsored

VOO VANGUARD INDEX FDS87.0K shares-14.98%2026-06-302026-07-09

AAPL APPLE INC198.5K shares-24.44%2026-06-302026-07-09

SCHP SCHWAB STRATEGIC TR2.1M shares47.81%2026-06-302026-07-09

QQQ INVESCO QQQ TR73.0K shares-24.32%2026-06-302026-07-09

ISHARES TR ISHARES TR60.4K shares-10.11%2026-06-302026-07-09

DBEF DBX ETF TR816.6K shares2.74%2026-06-302026-07-09

ISHARES TR ISHARES TR442.1K shares9.03%2026-06-302026-07-09

DFAC DIMENSIONAL ETF TRUST925.5K shares-3.28%2026-06-302026-07-09

Sponsored

FSEP FIRST TR EXCHNG TRADED FD VI741.9K shares1.09%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS565.4K shares-2.73%2026-06-302026-07-09

AVUV AMERICAN CENTY ETF TR320.8K shares1.84%2026-06-302026-07-09

COWZ PACER FDS TR595.7K shares1.47%2026-06-302026-07-09

VEU VANGUARD INTL EQUITY INDEX F421.8K shares7.86%2026-06-302026-07-09

SCZ ISHARES TR424.1K shares4.42%2026-06-302026-07-09

CGGR CAPITAL GROUP GROWTH ETF688.7K shares6.33%2026-06-302026-07-09

MSFT MICROSOFT CORP85.0K shares-19.12%2026-06-302026-07-09

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F630.7K shares5.96%2026-06-302026-07-09

SHM SPDR SERIES TRUST593.5K shares-1.18%2026-06-302026-07-09

IBDU ISHARES TR1.2M shares3.50%2026-06-302026-07-09

PYLD PIMCO ETF TR1.0M shares4.36%2026-06-302026-07-09

AMZN AMAZON COM INC110.0K shares-10.43%2026-06-302026-07-09

MGV VANGUARD WORLD FD155.0K shares3.87%2026-06-302026-07-09

IJH ISHARES TR322.8K shares5.27%2026-06-302026-07-09

IJR ISHARES TR162.0K shares11.24%2026-06-302026-07-09

Sponsored

EMXC ISHARES INC234.1K shares-1.72%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR746.5K shares4.06%2026-06-302026-07-09

SMMD ISHARES TR257.4K shares-5.30%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS97.3K shares-3.63%2026-06-302026-07-09

MOAT VANECK ETF TRUST220.4K shares0.47%2026-06-302026-07-09

MBB ISHARES TR242.0K shares2.65%2026-06-302026-07-09

TFI SPDR SERIES TRUST487.6K shares-0.30%2026-06-302026-07-09

XT ISHARES TR264.7K shares3.45%2026-06-302026-07-09

Sponsored

DFIC DIMENSIONAL ETF TRUST566.6K shares2.98%2026-06-302026-07-09

ANGL VANECK ETF TRUST708.1K shares2.80%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO61.5K shares-11.88%2026-06-302026-07-09

CGXU CAPITAL GROUP INTL FOCUS EQT565.2K shares-13.43%2026-06-302026-07-09

CGCP CAPITAL GRP FIXED INCM ETF T871.7K shares16.46%2026-06-302026-07-09

FTSD FRANKLIN ETF TR210.0K shares5.37%2026-06-302026-07-09

BROADCOM INC BROADCOM INC50.1K shares-4.19%2026-06-302026-07-09

IWB ISHARES TR46.1K shares-2.89%2026-06-302026-07-09

Sponsored

EA SERIES TRUST EA SERIES TRUST207.6K shares11.10%2026-06-302026-07-09

USFR WISDOMTREE TR359.4K shares0.44%2026-06-302026-07-09

BALT INNOVATOR ETFS TRUST525.9K shares66.62%2026-06-302026-07-09

QSPT FIRST TR EXCHNG TRADED FD VI516.9K shares-5.64%2026-06-302026-07-09

GOOGL ALPHABET INC49.1K shares-20.92%2026-06-302026-07-09

VO VANGUARD INDEX FDS216.5K shares297.18%2026-06-302026-07-09

TSLA TESLA INC41.2K shares3.13%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR493.5K shares-0.89%2026-06-302026-07-09

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP545.6K shares1.22%2026-06-302026-07-09

VTV VANGUARD INDEX FDS73.6K shares-38.94%2026-06-302026-07-09

SUB ISHARES TR146.5K shares26.19%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC13.3K shares-21.40%2026-06-302026-07-09

SMH VANECK ETF TRUST22.7K shares-11.52%2026-06-302026-07-09

IGE ISHARES TR261.8K shares13.77%2026-06-302026-07-09

HD HOME DEPOT INC41.7K shares-20.74%2026-06-302026-07-09

BKLN INVESCO EXCH TRADED FD TR II715.3K shares17.92%2026-06-302026-07-09

Sponsored

NTSI WISDOMTREE TR309.1K shares3.92%2026-06-302026-07-09

GOOG ALPHABET INC40.7K shares-9.63%2026-06-302026-07-09

SPYG SPDR SERIES TRUST120.9K shares-1.31%2026-06-302026-07-09

SDVY FIRST TR EXCHANGE TRADED FD323.6K shares1.53%2026-06-302026-07-09

FAUG FIRST TR EXCHNG TRADED FD VI245.7K shares4.56%2026-06-302026-07-09

JEPI J P MORGAN EXCHANGE TRADED F240.8K shares-42.35%2026-06-302026-07-09

IXUS ISHARES TR140.9K shares7.74%2026-06-302026-07-09

VRIG INVESCO ACTIVELY MANAGED EXC536.0K shares5.12%2026-06-302026-07-09

Sponsored

USRT ISHARES TR200.7K shares13.35%2026-06-302026-07-09

WORLD GOLD TR WORLD GOLD TR164.8K shares0.71%2026-06-302026-07-09

IFRA ISHARES TR205.7K shares13.77%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL25.8K shares-16.68%2026-06-302026-07-09

ABBVIE INC ABBVIE INC50.4K shares-4.28%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T59.2K shares-27.68%2026-06-302026-07-09

PAVE GLOBAL X FDS211.5K shares3.54%2026-06-302026-07-09

CAT CATERPILLAR INC11.6K shares-26.50%2026-06-302026-07-09

Sponsored

LLY ELI LILLY & CO10.3K shares0.06%2026-06-302026-07-09

RDVY FIRST TR EXCHANGE TRADED FD149.6K shares3.32%2026-06-302026-07-09

SPYV SPDR SERIES TRUST199.3K shares2.59%2026-06-302026-07-09

WINN HARBOR ETF TRUST371.9K shares-4.61%2026-06-302026-07-09

QUAL ISHARES TR53.7K shares2.88%2026-06-302026-07-09

RSPN INVESCO EXCHANGE TRADED FD T175.9K shares1.30%2026-06-302026-07-09

ALAB ASTERA LABS INC22.8K shares0.89%2026-06-302026-07-09

AVXC AMERICAN CENTY ETF TR128.6K shares-3.99%2026-06-302026-07-09

Sponsored

DGRW WISDOMTREE TR114.9K shares-1.12%2026-06-302026-07-09

VB VANGUARD INDEX FDS36.0K shares-3.05%2026-06-302026-07-09

GLD SPDR GOLD TR29.4K shares-1.54%2026-06-302026-07-09

TBLL INVESCO EXCH TRADED FD TR II101.3K shares-6.20%2026-06-302026-07-09

IWD ISHARES TR43.9K shares-2.72%2026-06-302026-07-09

FLQL FRANKLIN TEMPLETON ETF TR135.7K shares-0.88%2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR360.5K shares-7.24%2026-06-302026-07-09

IWF ISHARES TR85.1K shares296.52%2026-06-302026-07-09

Sponsored

GSIE GOLDMAN SACHS ETF TR223.4K shares3.24%2026-06-302026-07-09

REMX VANECK ETF TRUST114.4K shares9.47%2026-06-302026-07-09

XCEM COLUMBIA ETF TR II190.5K shares-2.15%2026-06-302026-07-09

IWY ISHARES TR34.2K shares-1.57%2026-06-302026-07-09

DRSK ETF SER SOLUTIONS341.9K shares-6.16%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR51.0K shares-12.19%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON38.0K shares-7.20%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC17.0K shares-10.38%2026-06-302026-07-09

Sponsored

SPMO INVESCO EXCH TRADED FD TR II59.4K shares4.80%2026-06-302026-07-09

GRID FIRST TR EXCHANGE-TRADED FD50.0K shares3.31%2026-06-302026-07-09

VISA INC VISA INC27.9K shares-31.11%2026-06-302026-07-09

SLV ISHARES SILVER TR178.2K shares-6.96%2026-06-302026-07-09

EFV ISHARES TR120.5K shares1.41%2026-06-302026-07-09

TFC TRUIST FINL CORP185.1K shares-4.52%2026-06-302026-07-09

VUG VANGUARD INDEX FDS105.7K shares435.08%2026-06-302026-07-09

VGT VANGUARD WORLD FD74.3K shares686.00%2026-06-302026-07-09

Sponsored

CLSE TRUST FOR PROFESSIONAL MANAG255.9K sharesnew addition2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC74.2K shares-7.07%2026-06-302026-07-09

SLYG SPDR SERIES TRUST70.4K shares-1.56%2026-06-302026-07-09

GDE WISDOMTREE TR135.0K shares4.46%2026-06-302026-07-09

QLD PROSHARES TR84.9K shares-0.99%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC14.1K shares-18.33%2026-06-302026-07-09

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F132.5K shares3.38%2026-06-302026-07-09

KBWB INVESCO EXCH TRADED FD TR II87.5K shares0.98%2026-06-302026-07-09

Sponsored

CAIE CALAMOS ETF TR294.9K shares5.13%2026-06-302026-07-09

VRP INVESCO EXCH TRADED FD TR II324.2K shares16.63%2026-06-302026-07-09

RZV INVESCO EXCHANGE TRADED FD T52.3K shares0.92%2026-06-302026-07-09

SMLF ISHARES TR87.4K shares2.46%2026-06-302026-07-09

FLOT ISHARES TR151.4K shares12.61%2026-06-302026-07-09

QQQM INVESCO EXCH TRADED FD TR II25.0K shares-67.54%2026-06-302026-07-09

ARTY ISHARES TR97.7K shares-7.19%2026-06-302026-07-09

SOXX ISHARES TR11.5K shares-13.00%2026-06-302026-07-09

Sponsored

PDI PIMCO DYNAMIC INCOME FD436.8K shares-0.25%2026-06-302026-07-09

VYMI VANGUARD WHITEHALL FDS73.8K shares3.39%2026-06-302026-07-09

JAAA JANUS DETROIT STR TR142.6K shares-54.20%2026-06-302026-07-09

DGRO ISHARES TR94.2K shares-1.74%2026-06-302026-07-09

CGMU CAPITAL GRP FIXED INCM ETF T257.7K shares1.79%2026-06-302026-07-09

ITOT ISHARES TR43.0K shares-3.65%2026-06-302026-07-09

DSI ISHARES TR49.6K shares7.27%2026-06-302026-07-09

FIW FIRST TR EXCHANGE-TRADED FD64.4K shares16.34%2026-06-302026-07-09

Sponsored

QQQJ INVESCO EXCH TRADED FD TR II151.6K shares-3.19%2026-06-302026-07-09

INTC INTEL CORP48.0K shares-15.59%2026-06-302026-07-09

EFA ISHARES TR63.7K shares-48.00%2026-06-302026-07-09

SSO PROSHARES TR94.9K shares-1.02%2026-06-302026-07-09

JIVE J P MORGAN EXCHANGE TRADED F67.3K sharesnew addition2026-06-302026-07-09

DIVO AMPLIFY ETF TR135.4K shares6.85%2026-06-302026-07-09

CGUS CAPITAL GROUP CORE EQUITY ET138.6K shares-10.63%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS21.7K shares-3.88%2026-06-302026-07-09

Sponsored

HFGM TIDAL TRUST I198.6K shares-7.02%2026-06-302026-07-09

LOW LOWES COS INC27.2K shares-8.93%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.4K shares-28.28%2026-06-302026-07-09

VAW VANGUARD WORLD FD25.4K shares6.83%2026-06-302026-07-09

VRT VERTIV HOLDINGS CO17.3K shares-4.58%2026-06-302026-07-09

CARY ANGEL OAK FUNDS TRUST274.9K shares47.11%2026-06-302026-07-09

DFUS DIMENSIONAL ETF TRUST69.5K shares-69.66%2026-06-302026-07-09

UPS UNITED PARCEL SVCS INC52.8K shares-6.49%2026-06-302026-07-09

Sponsored

BINC BLACKROCK ETF TRUST II108.0K shares23.16%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP11.0K shares-10.17%2026-06-302026-07-09

AMGN AMGEN INC15.4K shares-11.39%2026-06-302026-07-09

NTSE WISDOMTREE TR114.3K shares0.54%2026-06-302026-07-09

UYLD ANGEL OAK FUNDS TRUST108.9K shares2031.45%2026-06-302026-07-09

GSEW GOLDMAN SACHS ETF TR58.8K shares-0.03%2026-06-302026-07-09

HMOP HARTFORD FDS EXCHANGE TRADED141.0K shares-7.75%2026-06-302026-07-09

GLW CORNING INC21.4K shares-2.02%2026-06-302026-07-09

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T48.0K shares-26.07%2026-06-302026-07-09

FVD FIRST TR EXCHANGE-TRADED FD112.3K shares-1.47%2026-06-302026-07-09

TMFC RBB FD INC69.8K shares-2.40%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC15.5K shares-1.16%2026-06-302026-07-09

QTUM ETF SER SOLUTIONS31.9K shares2.62%2026-06-302026-07-09

ACIO ETF SER SOLUTIONS113.9K shares-20.13%2026-06-302026-07-09

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-06-302026-07-09

WASTE MGMT INC DEL WASTE MGMT INC DEL23.3K shares-1.72%2026-06-302026-07-09

Sponsored

IWM ISHARES TR17.2K shares-33.03%2026-06-302026-07-09

CVX CHEVRON CORPORATION30.9K shares-11.93%2026-06-302026-07-09

GPIX GOLDMAN SACHS ETF TR91.8K shares5.99%2026-06-302026-07-09

PULS PGIM ETF TR100.9K shares-74.57%2026-06-302026-07-09

ARES CAPITAL CORP ARES CAPITAL CORP264.0K shares14.27%2026-06-302026-07-09

SOUTHERN CO SOUTHERN CO50.8K shares-14.10%2026-06-302026-07-09

VOE VANGUARD INDEX FDS24.1K shares-11.36%2026-06-302026-07-09

XLE SELECT SECTOR SPDR TR89.3K shares1.42%2026-06-302026-07-09

Sponsored

GE GE AEROSPACE12.5K shares-4.74%2026-06-302026-07-09

IEMG ISHARES INC56.3K shares3.83%2026-06-302026-07-09

RSSB TIDAL TRUST II150.7K shares6.25%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR159.6K shares-15.59%2026-06-302026-07-09

UWM PROSHARES TR67.4K shares-0.98%2026-06-302026-07-09

MRK MERCK & CO INC34.9K shares-6.72%2026-06-302026-07-09

BILS SPDR SERIES TRUST45.1K shares0.84%2026-06-302026-07-09

DIS DISNEY WALT CO46.4K shares-8.49%2026-06-302026-07-09

Sponsored

VOT VANGUARD INDEX FDS14.6K shares5.25%2026-06-302026-07-09

WMT WALMART INC39.2K shares-9.24%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC5.8K shares-4.52%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION23.1K shares-8.06%2026-06-302026-07-09

MDYV SPDR SERIES TRUST46.2K shares5.50%2026-06-302026-07-09

PG PROCTER & GAMBLE CO29.8K shares-16.52%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED8.4K shares-6.46%2026-06-302026-07-09

KEY KEYCORP187.7K shares1.78%2026-06-302026-07-09

Sponsored

VNQ VANGUARD INDEX FDS44.7K shares-6.85%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC36.2K shares8.73%2026-06-302026-07-09

VT VANGUARD INTL EQUITY INDEX F26.5K shares5.30%2026-06-302026-07-09

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR91.7K shares-4.68%2026-06-302026-07-09

PFXF VANECK ETF TRUST232.2K shares6.17%2026-06-302026-07-09

DTH WISDOMTREE TR76.5K shares-0.04%2026-06-302026-07-09

CALF PACER FDS TR81.6K shares3.53%2026-06-302026-07-09

BUFR FIRST TR EXCHNG TRADED FD VI112.0K shares-3.57%2026-06-302026-07-09

Sponsored

DES WISDOMTREE TR100.5K shares0.36%2026-06-302026-07-09

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST193.3K shares35.06%2026-06-302026-07-09

DFLV DIMENSIONAL ETF TRUST102.9K shares4.26%2026-06-302026-07-09

AVRE AMERICAN CENTY ETF TR84.3K shares7.25%2026-06-302026-07-09

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC33.7K shares-1.06%2026-06-302026-07-09

VONG VANGUARD SCOTTSDALE FDS31.0K shares-5.76%2026-06-302026-07-09

VTEB VANGUARD MUN BD FDS78.4K shares4.34%2026-06-302026-07-09

AVLV AMERICAN CENTY ETF TR43.2K shares131.61%2026-06-302026-07-09

Sponsored

DVY ISHARES TR25.2K shares-16.42%2026-06-302026-07-09

BAC BANK OF AMER CORP68.9K shares-3.57%2026-06-302026-07-09

PSLV SPROTT ASSET MANAGEMENT LP205.5K shares-0.14%2026-06-302026-07-09

DFGP DIMENSIONAL ETF TRUST70.9K shares5.21%2026-06-302026-07-09

ETN EATON CORP PLC9.0K shares-3.89%2026-06-302026-07-09

VBK VANGUARD INDEX FDS10.4K shares7.49%2026-06-302026-07-09

SERVICENOW INC SERVICENOW INC38.2K shares24.90%2026-06-302026-07-09

3M CO 3M CO23.3K shares-0.46%2026-06-302026-07-09

Sponsored

IUSG ISHARES TR20.0K shares-1.96%2026-06-302026-07-09

HYD VANECK ETF TRUST72.8K shares4.84%2026-06-302026-07-09

TBIL RBB FD INC75.1K shares-15.40%2026-06-302026-07-09

FTC FIRST TR EXCHANGE-TRADED ALP19.2K shares16.19%2026-06-302026-07-09

GEV GE VERNOVA INC3.2K shares-5.93%2026-06-302026-07-09

TYLD CAMBRIA ETF TR146.5K shares-0.91%2026-06-302026-07-09

FENI FIDELITY COVINGTON TRUST91.1K shares-4.38%2026-06-302026-07-09

BIL SPDR SERIES TRUST39.6K shares-12.65%2026-06-302026-07-09

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HTAB HARTFORD FDS EXCHANGE TRADED186.6K shares-10.06%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.6K shares-0.14%2026-06-302026-07-09

PFE PFIZER INC147.6K shares-12.83%2026-06-302026-07-09

RSBA TIDAL TRUST II168.6K shares-66.01%2026-06-302026-07-09

VIS VANGUARD WORLD FD9.7K shares13.14%2026-06-302026-07-09

CGHM CAPITAL GRP FIXED INCM ETF T135.0K shares12.82%2026-06-302026-07-09

XMMO INVESCO EXCHANGE TRADED FD T20.5K shares-0.39%2026-06-302026-07-09

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SNOWFLAKE INC SNOWFLAKE INC13.7K shares0.48%2026-06-302026-07-09

KO COCA COLA CO42.8K shares-12.21%2026-06-302026-07-09

WISDOMTREE TR WISDOMTREE TR99.0K shares-19.64%2026-06-302026-07-09

DFSV DIMENSIONAL ETF TRUST87.8K shares2.45%2026-06-302026-07-09

EDOW FIRST TR EXCHANGE-TRADED FD77.2K shares7.20%2026-06-302026-07-09

FTSM FIRST TR EXCHANGE-TRADED FD56.3K shares-13.70%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC4.6K shares-0.43%2026-06-302026-07-09

DON WISDOMTREE TR59.3K shares1.50%2026-06-302026-07-09

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FRDM EA SERIES TRUST45.6K shares0.28%2026-06-302026-07-09

SCHH SCHWAB STRATEGIC TR137.7K shares11.01%2026-06-302026-07-09

LMBS FIRST TR EXCHANGE-TRADED FD65.0K shares7.54%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC76.4K shares-14.75%2026-06-302026-07-09

IXN ISHARES TR22.3K shares1.28%2026-06-302026-07-09

CEF SPROTT ASSET MANAGEMENT LP79.9K shares-15.75%2026-06-302026-07-09

DE DEERE & CO5.0K shares-13.35%2026-06-302026-07-09

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MO ALTRIA GROUP INC44.2K shares-21.15%2026-06-302026-07-09

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC14.4K sharesnew addition2026-06-302026-07-09

BUFQ FIRST TR EXCHNG TRADED FD VI80.0K shares4.81%2026-06-302026-07-09

QCOM QUALCOMM INC17.0K shares-21.00%2026-06-302026-07-09

CMI CUMMINS INC4.4K shares-32.29%2026-06-302026-07-09

MLPX GLOBAL X FDS42.0K shares7.90%2026-06-302026-07-09

VBR VANGUARD INDEX FDS12.7K shares-29.46%2026-06-302026-07-09

CIBR FIRST TR EXCHANGE-TRADED FD34.3K shares0.45%2026-06-302026-07-09

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SNSR GLOBAL X FDS60.9K shares-5.20%2026-06-302026-07-09

JMST J P MORGAN EXCHANGE TRADED F59.5K shares-49.27%2026-06-302026-07-09

JPLD J P MORGAN EXCHANGE TRADED F57.9K shares-12.96%2026-06-302026-07-09

PVAL PUTNAM ETF TRUST58.7K shares91.99%2026-06-302026-07-09

DFCF DIMENSIONAL ETF TRUST70.6K shares2.92%2026-06-302026-07-09

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR123.9K shares5.49%2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS L80.6K shares-15.96%2026-06-302026-07-09

TBUX T ROWE PRICE EXCHANGE-TRADED59.4K shares789.80%2026-06-302026-07-09

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HEFA ISHARES TR62.5K shares-3.06%2026-06-302026-07-09

VXUS VANGUARD STAR FDS34.2K shares15.90%2026-06-302026-07-09

BA BOEING CO13.5K shares-1.91%2026-06-302026-07-09

GXC SPDR INDEX SHS FDS33.5K shares7.55%2026-06-302026-07-09

MGK VANGUARD WORLD FD32.9K shares356.84%2026-06-302026-07-09

FDX FEDEX CORP9.2K shares-7.32%2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC9.7K shares-0.99%2026-06-302026-07-09

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XLV SELECT SECTOR SPDR TR18.0K shares3.73%2026-06-302026-07-09

PWB INVESCO EXCHANGE TRADED FD T16.8K shares0.00%2026-06-302026-07-09

SCHM SCHWAB STRATEGIC TR76.3K shares-11.61%2026-06-302026-07-09

IAU ISHARES GOLD TR37.1K shares-2.39%2026-06-302026-07-09

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EVTR MORGAN STANLEY ETF TRUST53.6K shares7.33%2026-06-302026-07-09

TIDAL TRUST I TIDAL TRUST I126.2K shares452.02%2026-06-302026-07-09

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GS GOLDMAN SACHS GROUP INC2.6K shares-3.33%2026-06-302026-07-09

CGW INVESCO EXCH TRADED FD TR II40.2K shares7.66%2026-06-302026-07-09

UBSI UNITED BANKSHARES INC WEST V57.3K shares-0.95%2026-06-302026-07-09

VFLO VICTORY PORTFOLIOS II57.4K shares14.63%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR72.5K shares-1.12%2026-06-302026-07-09

VONV VANGUARD SCOTTSDALE FDS24.6K shares-2.41%2026-06-302026-07-09

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CGUI CAPITAL GRP FIXED INCM ETF T102.1K shares-66.08%2026-06-302026-07-09

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JPST J P MORGAN EXCHANGE TRADED F49.2K shares-33.93%2026-06-302026-07-09

ABT ABBOTT LABORATORIES27.4K shares-9.27%2026-06-302026-07-09

MCD MCDONALDS CORP9.1K shares-22.89%2026-06-302026-07-09

MDY STATE STR SPDR S&P MIDCAP 403.5K shares-6.07%2026-06-302026-07-09

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ET ENERGY TRANSFER L P127.6K shares-8.51%2026-06-302026-07-09

WPC WP CAREY INC34.0K shares-0.04%2026-06-302026-07-09

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FDV FEDERATED HERMES ETF TRUST74.6K shares3.69%2026-06-302026-07-09

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GNT GAMCO NAT RES GOLD & INCOME241.3K shares-34.45%2026-06-302026-07-09

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DSL DOUBLELINE INCOME SOLUTIONS110.4K shares-7.74%2026-06-302026-07-09

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F24.1K shares3.22%2026-06-302026-07-09

IWS ISHARES TR7.4K shares3.78%2026-06-302026-07-09

RSST TIDAL TRUST II37.1K shares7.63%2026-06-302026-07-09

YEAR AB ACTIVE ETFS INC24.1K shares-4.44%2026-06-302026-07-09

XLG INVESCO EXCHANGE TRADED FD T19.7K shares0.21%2026-06-302026-07-09

LQD ISHARES TR11.0K shares92.68%2026-06-302026-07-09

CMF ISHARES TR20.7K shares6.66%2026-06-302026-07-09

STRK STRATEGY INC20.3K shares-2.49%2026-06-302026-07-09

Sponsored

NOBL PROSHARES TR21.2K shares68.56%2026-06-302026-07-09

RKLB ROCKET LAB CORP11.7K shares86.90%2026-06-302026-07-09

DIA STATE STR SPDR DOW JONES IND2.3K shares-29.62%2026-06-302026-07-09

UNP UNION PAC CORP4.3K shares-23.91%2026-06-302026-07-09

DFAS DIMENSIONAL ETF TRUST14.3K shares-29.03%2026-06-302026-07-09

IHAK ISHARES TR19.1K shares-2.29%2026-06-302026-07-09

ADP AUTOMATIC DATA PROCESSING IN5.2K shares-12.42%2026-06-302026-07-09

TIP ISHARES TR10.6K shares-10.40%2026-06-302026-07-09

Sponsored

PSK SPDR SERIES TRUST37.7K shares-6.26%2026-06-302026-07-09

GPC GENUINE PARTS CO9.8K shares-7.09%2026-06-302026-07-09

XTRE BONDBLOXX ETF TRUST23.2K shares-0.03%2026-06-302026-07-09

JXN JACKSON FINANCIAL INC11.1K shares-6.16%2026-06-302026-07-09

XONE BONDBLOXX ETF TRUST23.0K shares2.40%2026-06-302026-07-09

IMCG ISHARES TR11.6K shares4.34%2026-06-302026-07-09

ED CONSOLIDATED EDISON INC10.2K shares-10.74%2026-06-302026-07-09

SPIP SPDR SERIES TRUST43.9K shares9.04%2026-06-302026-07-09

Sponsored

XFIV BONDBLOXX ETF TRUST23.0K shares-3.44%2026-06-302026-07-09

MTUM ISHARES TR3.2K shares103.65%2026-06-302026-07-09

EMHY ISHARES INC27.2K shares9.93%2026-06-302026-07-09

SAR SARATOGA INVT CORP49.1K shares-2.83%2026-06-302026-07-09

LNC LINCOLN NATL CORP IND31.0K shares1.49%2026-06-302026-07-09

UTEN RBB FD INC25.3K shares-60.33%2026-06-302026-07-09

TJX TJX COS INC NEW7.2K shares-10.90%2026-06-302026-07-09

ARK ETF TR ARK ETF TR25.9K shares51.39%2026-06-302026-07-09

Sponsored

ANET ARISTA NETWORKS INC6.4K shares-4.17%2026-06-302026-07-09

VANECK ETF TRUST VANECK ETF TRUST14.3K shares7.89%2026-06-302026-07-09

IRM IRON MTN INC DEL8.5K shares-12.30%2026-06-302026-07-09

EQT EQT CORP20.1K shares0.62%2026-06-302026-07-09

SPDR SERIES TRUST

-3.36%

Shares4.4M

Event2026-06-30

Filed2026-07-09

SPTM

SPDR SERIES TRUST

-3.04%

Shares2.5M

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-3.13%

Shares398.4K

Event2026-06-30

Filed2026-07-09

STIP

ISHARES TR

9.38%

Shares1.3M

Event2026-06-30

Filed2026-07-09

SPSM

SPDR SERIES TRUST

1.08%

Shares1.8M

Event2026-06-30

Filed2026-07-09

IEF

ISHARES TR

-5.93%

Shares1.0M

Event2026-06-30

Filed2026-07-09

SPMD

SPDR SERIES TRUST

4.09%

Shares1.2M

Event2026-06-30

Filed2026-07-09

SPAB

SPDR SERIES TRUST

6.33%

Shares3.2M

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

-4.02%

Shares378.5K

Event2026-06-30

Filed2026-07-09

SPDW

SPDR INDEX SHS FDS

2.35%

Shares1.4M

Event2026-06-30

Filed2026-07-09

FBND

FIDELITY MERRIMACK STR TR

2.69%

Shares1.6M

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

-48.27%

Shares87.2K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

1.21%

Shares401.8K

Event2026-06-30

Filed2026-07-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

-3.54%

Shares1.3M

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

10.36%

Shares576.3K

Event2026-06-30

Filed2026-07-09

NTSX

WISDOMTREE TR

4.41%

Shares1.0M

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

-14.98%

Shares87.0K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-24.44%

Shares198.5K

Event2026-06-30

Filed2026-07-09

SCHP

SCHWAB STRATEGIC TR

47.81%

Shares2.1M

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

-24.32%

Shares73.0K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-10.11%

Shares60.4K

Event2026-06-30

Filed2026-07-09

DBEF

DBX ETF TR

2.74%

Shares816.6K

Event2026-06-30

Filed2026-07-09

ISHARES TR

9.03%

Shares442.1K

Event2026-06-30

Filed2026-07-09

DFAC

DIMENSIONAL ETF TRUST

-3.28%

Shares925.5K

Event2026-06-30

Filed2026-07-09

FSEP

FIRST TR EXCHNG TRADED FD VI

1.09%

Shares741.9K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

-2.73%

Shares565.4K

Event2026-06-30

Filed2026-07-09

AVUV

AMERICAN CENTY ETF TR

1.84%

Shares320.8K

Event2026-06-30

Filed2026-07-09

COWZ

PACER FDS TR

1.47%

Shares595.7K

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

7.86%

Shares421.8K

Event2026-06-30

Filed2026-07-09

SCZ

ISHARES TR

4.42%

Shares424.1K

Event2026-06-30

Filed2026-07-09

CGGR

CAPITAL GROUP GROWTH ETF

6.33%

Shares688.7K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-19.12%

Shares85.0K

Event2026-06-30

Filed2026-07-09

JPIE

J P MORGAN EXCHANGE TRADED F

5.96%

Shares630.7K

Event2026-06-30

Filed2026-07-09

SHM

SPDR SERIES TRUST

-1.18%

Shares593.5K

Event2026-06-30

Filed2026-07-09

IBDU

ISHARES TR

3.50%

Shares1.2M

Event2026-06-30

Filed2026-07-09

PYLD

PIMCO ETF TR

4.36%

Shares1.0M

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-10.43%

Shares110.0K

Event2026-06-30

Filed2026-07-09

MGV

VANGUARD WORLD FD

3.87%

Shares155.0K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

5.27%

Shares322.8K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

11.24%

Shares162.0K

Event2026-06-30

Filed2026-07-09

EMXC

ISHARES INC

-1.72%

Shares234.1K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

4.06%

Shares746.5K

Event2026-06-30

Filed2026-07-09

SMMD

ISHARES TR

-5.30%

Shares257.4K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

-3.63%

Shares97.3K

Event2026-06-30

Filed2026-07-09

MOAT

VANECK ETF TRUST

0.47%

Shares220.4K

Event2026-06-30

Filed2026-07-09

MBB

ISHARES TR

2.65%

Shares242.0K

Event2026-06-30

Filed2026-07-09

TFI

SPDR SERIES TRUST

-0.30%

Shares487.6K

Event2026-06-30

Filed2026-07-09

ISHARES TR

3.45%

Shares264.7K

Event2026-06-30

Filed2026-07-09

DFIC

DIMENSIONAL ETF TRUST

2.98%

Shares566.6K

Event2026-06-30

Filed2026-07-09

ANGL

VANECK ETF TRUST

2.80%

Shares708.1K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

-11.88%

Shares61.5K

Event2026-06-30

Filed2026-07-09

CGXU

CAPITAL GROUP INTL FOCUS EQT

-13.43%

Shares565.2K

Event2026-06-30

Filed2026-07-09

CGCP

CAPITAL GRP FIXED INCM ETF T

16.46%

Shares871.7K

Event2026-06-30

Filed2026-07-09

FTSD

FRANKLIN ETF TR

5.37%

Shares210.0K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

-4.19%

Shares50.1K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

-2.89%

Shares46.1K

Event2026-06-30

Filed2026-07-09

EA SERIES TRUST

11.10%

Shares207.6K

Event2026-06-30

Filed2026-07-09

USFR

WISDOMTREE TR

0.44%

Shares359.4K

Event2026-06-30

Filed2026-07-09

BALT

INNOVATOR ETFS TRUST

66.62%

Shares525.9K

Event2026-06-30

Filed2026-07-09

QSPT

FIRST TR EXCHNG TRADED FD VI

-5.64%

Shares516.9K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

-20.92%

Shares49.1K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

297.18%

Shares216.5K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

3.13%

Shares41.2K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

-0.89%

Shares493.5K

Event2026-06-30

Filed2026-07-09

PHYS

SPROTT ASSET MANAGEMENT LP

1.22%

Shares545.6K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

-38.94%

Shares73.6K

Event2026-06-30

Filed2026-07-09

SUB

ISHARES TR

26.19%

Shares146.5K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

-21.40%

Shares13.3K

Event2026-06-30

Filed2026-07-09

SMH

VANECK ETF TRUST

-11.52%

Shares22.7K

Event2026-06-30

Filed2026-07-09

IGE

ISHARES TR

13.77%

Shares261.8K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

-20.74%

Shares41.7K

Event2026-06-30

Filed2026-07-09

BKLN

INVESCO EXCH TRADED FD TR II

17.92%

Shares715.3K

Event2026-06-30

Filed2026-07-09

NTSI

WISDOMTREE TR

3.92%

Shares309.1K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-9.63%

Shares40.7K

Event2026-06-30

Filed2026-07-09

SPYG

SPDR SERIES TRUST

-1.31%

Shares120.9K

Event2026-06-30

Filed2026-07-09

SDVY

FIRST TR EXCHANGE TRADED FD

1.53%

Shares323.6K

Event2026-06-30

Filed2026-07-09

FAUG

FIRST TR EXCHNG TRADED FD VI

4.56%

Shares245.7K

Event2026-06-30

Filed2026-07-09

JEPI

J P MORGAN EXCHANGE TRADED F

-42.35%

Shares240.8K

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES TR

7.74%

Shares140.9K

Event2026-06-30

Filed2026-07-09

VRIG

INVESCO ACTIVELY MANAGED EXC

5.12%

Shares536.0K

Event2026-06-30

Filed2026-07-09

USRT

ISHARES TR

13.35%

Shares200.7K

Event2026-06-30

Filed2026-07-09

WORLD GOLD TR

0.71%

Shares164.8K

Event2026-06-30

Filed2026-07-09

IFRA

ISHARES TR

13.77%

Shares205.7K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-16.68%

Shares25.8K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

-4.28%

Shares50.4K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

-27.68%

Shares59.2K

Event2026-06-30

Filed2026-07-09

PAVE

GLOBAL X FDS

3.54%

Shares211.5K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

-26.50%

Shares11.6K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

0.06%

Shares10.3K

Event2026-06-30

Filed2026-07-09

RDVY

FIRST TR EXCHANGE TRADED FD

3.32%

Shares149.6K

Event2026-06-30

Filed2026-07-09

SPYV

SPDR SERIES TRUST

2.59%

Shares199.3K

Event2026-06-30

Filed2026-07-09

WINN

HARBOR ETF TRUST

-4.61%

Shares371.9K

Event2026-06-30

Filed2026-07-09

QUAL

ISHARES TR

2.88%

Shares53.7K

Event2026-06-30

Filed2026-07-09

RSPN

INVESCO EXCHANGE TRADED FD T

1.30%

Shares175.9K

Event2026-06-30

Filed2026-07-09

ALAB

ASTERA LABS INC

0.89%

Shares22.8K

Event2026-06-30

Filed2026-07-09

AVXC

AMERICAN CENTY ETF TR

-3.99%

Shares128.6K

Event2026-06-30

Filed2026-07-09

DGRW

WISDOMTREE TR

-1.12%

Shares114.9K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-3.05%

Shares36.0K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

-1.54%

Shares29.4K

Event2026-06-30

Filed2026-07-09

TBLL

INVESCO EXCH TRADED FD TR II

-6.20%

Shares101.3K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

-2.72%

Shares43.9K

Event2026-06-30

Filed2026-07-09

FLQL

FRANKLIN TEMPLETON ETF TR

-0.88%

Shares135.7K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

-7.24%

Shares360.5K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

296.52%

Shares85.1K

Event2026-06-30

Filed2026-07-09

GSIE

GOLDMAN SACHS ETF TR

3.24%

Shares223.4K

Event2026-06-30

Filed2026-07-09

REMX

VANECK ETF TRUST

9.47%

Shares114.4K

Event2026-06-30

Filed2026-07-09

XCEM

COLUMBIA ETF TR II

-2.15%

Shares190.5K

Event2026-06-30

Filed2026-07-09

IWY

ISHARES TR

-1.57%

Shares34.2K

Event2026-06-30

Filed2026-07-09

DRSK

ETF SER SOLUTIONS

-6.16%

Shares341.9K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

-12.19%

Shares51.0K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

-7.20%

Shares38.0K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

-10.38%

Shares17.0K

Event2026-06-30

Filed2026-07-09

SPMO

INVESCO EXCH TRADED FD TR II

4.80%

Shares59.4K

Event2026-06-30

Filed2026-07-09

GRID

FIRST TR EXCHANGE-TRADED FD

3.31%

Shares50.0K

Event2026-06-30

Filed2026-07-09

VISA INC

-31.11%

Shares27.9K

Event2026-06-30

Filed2026-07-09

SLV

ISHARES SILVER TR

-6.96%

Shares178.2K

Event2026-06-30

Filed2026-07-09

EFV

ISHARES TR

1.41%

Shares120.5K

Event2026-06-30

Filed2026-07-09

TFC

TRUIST FINL CORP

-4.52%

Shares185.1K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

435.08%

Shares105.7K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD WORLD FD

686.00%

Shares74.3K

Event2026-06-30

Filed2026-07-09

CLSE

TRUST FOR PROFESSIONAL MANAG

New

Shares255.9K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

-7.07%

Shares74.2K

Event2026-06-30

Filed2026-07-09

SLYG

SPDR SERIES TRUST

-1.56%

Shares70.4K

Event2026-06-30

Filed2026-07-09

GDE

WISDOMTREE TR

4.46%

Shares135.0K

Event2026-06-30

Filed2026-07-09

QLD

PROSHARES TR

-0.99%

Shares84.9K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

-18.33%

Shares14.1K

Event2026-06-30

Filed2026-07-09

J P MORGAN EXCHANGE TRADED F

3.38%

Shares132.5K

Event2026-06-30

Filed2026-07-09

KBWB

INVESCO EXCH TRADED FD TR II

0.98%

Shares87.5K

Event2026-06-30

Filed2026-07-09

CAIE

CALAMOS ETF TR

5.13%

Shares294.9K

Event2026-06-30

Filed2026-07-09

VRP

INVESCO EXCH TRADED FD TR II

16.63%

Shares324.2K

Event2026-06-30

Filed2026-07-09

RZV

INVESCO EXCHANGE TRADED FD T

0.92%

Shares52.3K

Event2026-06-30

Filed2026-07-09

SMLF

ISHARES TR

2.46%

Shares87.4K

Event2026-06-30

Filed2026-07-09

FLOT

ISHARES TR

12.61%

Shares151.4K

Event2026-06-30

Filed2026-07-09

QQQM

INVESCO EXCH TRADED FD TR II

-67.54%

Shares25.0K

Event2026-06-30

Filed2026-07-09

ARTY

ISHARES TR

-7.19%

Shares97.7K

Event2026-06-30

Filed2026-07-09

SOXX

ISHARES TR

-13.00%

Shares11.5K

Event2026-06-30

Filed2026-07-09

PDI

PIMCO DYNAMIC INCOME FD

-0.25%

Shares436.8K

Event2026-06-30

Filed2026-07-09

VYMI

VANGUARD WHITEHALL FDS

3.39%

Shares73.8K

Event2026-06-30

Filed2026-07-09

JAAA

JANUS DETROIT STR TR

-54.20%

Shares142.6K

Event2026-06-30

Filed2026-07-09

DGRO

ISHARES TR

-1.74%

Shares94.2K

Event2026-06-30

Filed2026-07-09

CGMU

CAPITAL GRP FIXED INCM ETF T

1.79%

Shares257.7K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

-3.65%

Shares43.0K

Event2026-06-30

Filed2026-07-09

DSI

ISHARES TR

7.27%

Shares49.6K

Event2026-06-30

Filed2026-07-09

FIW

FIRST TR EXCHANGE-TRADED FD

16.34%

Shares64.4K

Event2026-06-30

Filed2026-07-09

QQQJ

INVESCO EXCH TRADED FD TR II

-3.19%

Shares151.6K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

-15.59%

Shares48.0K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

-48.00%

Shares63.7K

Event2026-06-30

Filed2026-07-09

SSO

PROSHARES TR

-1.02%

Shares94.9K

Event2026-06-30

Filed2026-07-09

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares67.3K

Event2026-06-30

Filed2026-07-09

DIVO

AMPLIFY ETF TR

6.85%

Shares135.4K

Event2026-06-30

Filed2026-07-09

CGUS

CAPITAL GROUP CORE EQUITY ET

-10.63%

Shares138.6K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

-3.88%

Shares21.7K

Event2026-06-30

Filed2026-07-09

HFGM

TIDAL TRUST I

-7.02%

Shares198.6K

Event2026-06-30

Filed2026-07-09

LOW

LOWES COS INC

-8.93%

Shares27.2K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

-28.28%

Shares6.4K

Event2026-06-30

Filed2026-07-09

VAW

VANGUARD WORLD FD

6.83%

Shares25.4K

Event2026-06-30

Filed2026-07-09

VRT

VERTIV HOLDINGS CO

-4.58%

Shares17.3K

Event2026-06-30

Filed2026-07-09

CARY

ANGEL OAK FUNDS TRUST

47.11%

Shares274.9K

Event2026-06-30

Filed2026-07-09

DFUS

DIMENSIONAL ETF TRUST

-69.66%

Shares69.5K

Event2026-06-30

Filed2026-07-09

UPS

UNITED PARCEL SVCS INC

-6.49%

Shares52.8K

Event2026-06-30

Filed2026-07-09

BINC

BLACKROCK ETF TRUST II

23.16%

Shares108.0K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

-10.17%

Shares11.0K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

-11.39%

Shares15.4K

Event2026-06-30

Filed2026-07-09

NTSE

WISDOMTREE TR

0.54%

Shares114.3K

Event2026-06-30

Filed2026-07-09

UYLD

ANGEL OAK FUNDS TRUST

2031.45%

Shares108.9K

Event2026-06-30

Filed2026-07-09

GSEW

GOLDMAN SACHS ETF TR

-0.03%

Shares58.8K

Event2026-06-30

Filed2026-07-09

HMOP

HARTFORD FDS EXCHANGE TRADED

-7.75%

Shares141.0K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

-2.02%

Shares21.4K

Event2026-06-30

Filed2026-07-09

XMHQ

INVESCO EXCHANGE TRADED FD T

-26.07%

Shares48.0K

Event2026-06-30

Filed2026-07-09

FVD

FIRST TR EXCHANGE-TRADED FD

-1.47%

Shares112.3K

Event2026-06-30

Filed2026-07-09

TMFC

RBB FD INC

-2.40%

Shares69.8K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

-1.16%

Shares15.5K

Event2026-06-30

Filed2026-07-09

QTUM

ETF SER SOLUTIONS

2.62%

Shares31.9K

Event2026-06-30

Filed2026-07-09

ACIO

ETF SER SOLUTIONS

-20.13%

Shares113.9K

Event2026-06-30

Filed2026-07-09

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares7

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

-1.72%

Shares23.3K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

-33.03%

Shares17.2K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

-11.93%

Shares30.9K

Event2026-06-30

Filed2026-07-09

GPIX

GOLDMAN SACHS ETF TR

5.99%

Shares91.8K

Event2026-06-30

Filed2026-07-09

PULS

PGIM ETF TR

-74.57%

Shares100.9K

Event2026-06-30

Filed2026-07-09

ARES CAPITAL CORP

14.27%

Shares264.0K

Event2026-06-30

Filed2026-07-09

SOUTHERN CO

-14.10%

Shares50.8K

Event2026-06-30

Filed2026-07-09

VOE

VANGUARD INDEX FDS

-11.36%

Shares24.1K

Event2026-06-30

Filed2026-07-09

XLE

SELECT SECTOR SPDR TR

1.42%

Shares89.3K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

-4.74%

Shares12.5K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

3.83%

Shares56.3K

Event2026-06-30

Filed2026-07-09

RSSB

TIDAL TRUST II

6.25%

Shares150.7K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

-15.59%

Shares159.6K

Event2026-06-30

Filed2026-07-09

UWM

PROSHARES TR

-0.98%

Shares67.4K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

-6.72%

Shares34.9K

Event2026-06-30

Filed2026-07-09

BILS

SPDR SERIES TRUST

0.84%

Shares45.1K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

-8.49%

Shares46.4K

Event2026-06-30

Filed2026-07-09

VOT

VANGUARD INDEX FDS

5.25%

Shares14.6K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

-9.24%

Shares39.2K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

-4.52%

Shares5.8K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

-8.06%

Shares23.1K

Event2026-06-30

Filed2026-07-09

MDYV

SPDR SERIES TRUST

5.50%

Shares46.2K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

-16.52%

Shares29.8K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

-6.46%

Shares8.4K

Event2026-06-30

Filed2026-07-09

KEY

KEYCORP

1.78%

Shares187.7K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

-6.85%

Shares44.7K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

8.73%

Shares36.2K

Event2026-06-30

Filed2026-07-09

VANGUARD INTL EQUITY INDEX F

5.30%

Shares26.5K

Event2026-06-30

Filed2026-07-09

SELECT SECTOR SPDR TR

-4.68%

Shares91.7K

Event2026-06-30

Filed2026-07-09

PFXF

VANECK ETF TRUST

6.17%

Shares232.2K

Event2026-06-30

Filed2026-07-09

DTH

WISDOMTREE TR

-0.04%

Shares76.5K

Event2026-06-30

Filed2026-07-09

CALF

PACER FDS TR

3.53%

Shares81.6K

Event2026-06-30

Filed2026-07-09

BUFR

FIRST TR EXCHNG TRADED FD VI

-3.57%

Shares112.0K

Event2026-06-30

Filed2026-07-09

DES

WISDOMTREE TR

0.36%

Shares100.5K

Event2026-06-30

Filed2026-07-09

INNOVATOR ETFS TRUST

35.06%

Shares193.3K

Event2026-06-30

Filed2026-07-09

DFLV

DIMENSIONAL ETF TRUST

4.26%

Shares102.9K

Event2026-06-30

Filed2026-07-09

AVRE

AMERICAN CENTY ETF TR

7.25%

Shares84.3K

Event2026-06-30

Filed2026-07-09

APOLLO GLOBAL MGMT INC

-1.06%

Shares33.7K

Event2026-06-30

Filed2026-07-09

VONG

VANGUARD SCOTTSDALE FDS

-5.76%

Shares31.0K

Event2026-06-30

Filed2026-07-09

VTEB

VANGUARD MUN BD FDS

4.34%

Shares78.4K

Event2026-06-30

Filed2026-07-09

AVLV

AMERICAN CENTY ETF TR

131.61%

Shares43.2K

Event2026-06-30

Filed2026-07-09

DVY

ISHARES TR

-16.42%

Shares25.2K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

-3.57%

Shares68.9K

Event2026-06-30

Filed2026-07-09

PSLV

SPROTT ASSET MANAGEMENT LP

-0.14%

Shares205.5K

Event2026-06-30

Filed2026-07-09

DFGP

DIMENSIONAL ETF TRUST

5.21%

Shares70.9K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

-3.89%

Shares9.0K

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD INDEX FDS

7.49%

Shares10.4K

Event2026-06-30

Filed2026-07-09

SERVICENOW INC

24.90%

Shares38.2K

Event2026-06-30

Filed2026-07-09

3M CO

-0.46%

Shares23.3K

Event2026-06-30

Filed2026-07-09

IUSG

ISHARES TR

-1.96%

Shares20.0K

Event2026-06-30

Filed2026-07-09

HYD

VANECK ETF TRUST

4.84%

Shares72.8K

Event2026-06-30

Filed2026-07-09

TBIL

RBB FD INC

-15.40%

Shares75.1K

Event2026-06-30

Filed2026-07-09

FTC

FIRST TR EXCHANGE-TRADED ALP

16.19%

Shares19.2K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

-5.93%

Shares3.2K

Event2026-06-30

Filed2026-07-09

TYLD

CAMBRIA ETF TR

-0.91%

Shares146.5K

Event2026-06-30

Filed2026-07-09

FENI

FIDELITY COVINGTON TRUST

-4.38%

Shares91.1K

Event2026-06-30

Filed2026-07-09

BIL

SPDR SERIES TRUST

-12.65%

Shares39.6K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-70.65%

Shares37.5K

Event2026-06-30

Filed2026-07-09

HTAB

HARTFORD FDS EXCHANGE TRADED

-10.06%

Shares186.6K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

-0.14%

Shares8.6K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

-12.83%

Shares147.6K

Event2026-06-30

Filed2026-07-09

RSBA

TIDAL TRUST II

-66.01%

Shares168.6K

Event2026-06-30

Filed2026-07-09

VIS

VANGUARD WORLD FD

13.14%

Shares9.7K

Event2026-06-30

Filed2026-07-09

CGHM

CAPITAL GRP FIXED INCM ETF T

12.82%

Shares135.0K

Event2026-06-30

Filed2026-07-09

XMMO

INVESCO EXCHANGE TRADED FD T

-0.39%

Shares20.5K

Event2026-06-30

Filed2026-07-09

SNOWFLAKE INC

0.48%

Shares13.7K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

-12.21%

Shares42.8K

Event2026-06-30

Filed2026-07-09

WISDOMTREE TR

-19.64%

Shares99.0K

Event2026-06-30

Filed2026-07-09

DFSV

DIMENSIONAL ETF TRUST

2.45%

Shares87.8K

Event2026-06-30

Filed2026-07-09

EDOW

FIRST TR EXCHANGE-TRADED FD

7.20%

Shares77.2K

Event2026-06-30

Filed2026-07-09

FTSM

FIRST TR EXCHANGE-TRADED FD

-13.70%

Shares56.3K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

-0.43%

Shares4.6K

Event2026-06-30

Filed2026-07-09

DON

WISDOMTREE TR

1.50%

Shares59.3K

Event2026-06-30

Filed2026-07-09

KOMP

SPDR SERIES TRUST

-1.94%

Shares46.6K

Event2026-06-30

Filed2026-07-09

FRDM

EA SERIES TRUST

0.28%

Shares45.6K

Event2026-06-30

Filed2026-07-09

SCHH

SCHWAB STRATEGIC TR

11.01%

Shares137.7K

Event2026-06-30

Filed2026-07-09

LMBS

FIRST TR EXCHANGE-TRADED FD

7.54%

Shares65.0K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

-14.75%

Shares76.4K

Event2026-06-30

Filed2026-07-09

IXN

ISHARES TR

1.28%

Shares22.3K

Event2026-06-30

Filed2026-07-09

CEF

SPROTT ASSET MANAGEMENT LP

-15.75%

Shares79.9K

Event2026-06-30

Filed2026-07-09

DEERE & CO

-13.35%

Shares5.0K

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC

-21.15%

Shares44.2K

Event2026-06-30

Filed2026-07-09

HONEYWELL AEROSPACE INC

New

Shares14.4K

Event2026-06-30

Filed2026-07-09

BUFQ

FIRST TR EXCHNG TRADED FD VI

4.81%

Shares80.0K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

-21.00%

Shares17.0K

Event2026-06-30

Filed2026-07-09

CMI

CUMMINS INC

-32.29%

Shares4.4K

Event2026-06-30

Filed2026-07-09

MLPX

GLOBAL X FDS

7.90%

Shares42.0K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

-29.46%

Shares12.7K

Event2026-06-30

Filed2026-07-09

CIBR

FIRST TR EXCHANGE-TRADED FD

0.45%

Shares34.3K

Event2026-06-30

Filed2026-07-09

SNSR

GLOBAL X FDS

-5.20%

Shares60.9K

Event2026-06-30

Filed2026-07-09

JMST

J P MORGAN EXCHANGE TRADED F

-49.27%

Shares59.5K

Event2026-06-30

Filed2026-07-09

JPLD

J P MORGAN EXCHANGE TRADED F

-12.96%

Shares57.9K

Event2026-06-30

Filed2026-07-09

PVAL

PUTNAM ETF TRUST

91.99%

Shares58.7K

Event2026-06-30

Filed2026-07-09

DFCF

DIMENSIONAL ETF TRUST

2.92%

Shares70.6K

Event2026-06-30

Filed2026-07-09

SELECT SECTOR SPDR TR

5.49%

Shares123.9K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L

-15.96%

Shares80.6K

Event2026-06-30

Filed2026-07-09

TBUX

T ROWE PRICE EXCHANGE-TRADED

789.80%

Shares59.4K

Event2026-06-30

Filed2026-07-09

HEFA

ISHARES TR

-3.06%

Shares62.5K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

15.90%

Shares34.2K

Event2026-06-30

Filed2026-07-09

BOEING CO

-1.91%

Shares13.5K

Event2026-06-30

Filed2026-07-09

GXC

SPDR INDEX SHS FDS

7.55%

Shares33.5K

Event2026-06-30

Filed2026-07-09

MGK

VANGUARD WORLD FD

356.84%

Shares32.9K

Event2026-06-30

Filed2026-07-09

FDX

FEDEX CORP

-7.32%

Shares9.2K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

-0.99%

Shares9.7K

Event2026-06-30

Filed2026-07-09

ROYAL CARIBBEAN GROUP

-9.65%

Shares9.1K

Event2026-06-30

Filed2026-07-09

SPIB

SPDR SERIES TRUST

0.73%

Shares85.2K

Event2026-06-30

Filed2026-07-09

XLV

SELECT SECTOR SPDR TR

3.73%

Shares18.0K

Event2026-06-30

Filed2026-07-09

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-09

SCHM

SCHWAB STRATEGIC TR

-11.61%

Shares76.3K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

-2.39%

Shares37.1K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

-4.42%

Shares8.9K

Event2026-06-30

Filed2026-07-09

SPGP

INVESCO EXCHANGE TRADED FD T

1.94%

Shares22.4K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO

-14.11%

Shares19.1K

Event2026-06-30

Filed2026-07-09

LVHD

LEGG MASON ETF INVT

-1.05%

Shares62.1K

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC

36.72%

Shares17.4K

Event2026-06-30

Filed2026-07-09

EVTR

MORGAN STANLEY ETF TRUST

7.33%

Shares53.6K

Event2026-06-30

Filed2026-07-09

TIDAL TRUST I

452.02%

Shares126.2K

Event2026-06-30

Filed2026-07-09

CHUBB LIMITED

-0.96%

Shares7.9K

Event2026-06-30

Filed2026-07-09

CSHI

NEOS ETF TRUST

-5.15%

Shares53.9K

Event2026-06-30

Filed2026-07-09

SPHQ

INVESCO EXCHANGE TRADED FD T

-47.43%

Shares29.7K

Event2026-06-30

Filed2026-07-09

BUFF

INNOVATOR ETFS TRUST

-3.79%

Shares50.7K

Event2026-06-30

Filed2026-07-09

IGV

ISHARES TR

4.26%

Shares29.4K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

-3.33%

Shares2.6K

Event2026-06-30

Filed2026-07-09

CGW

INVESCO EXCH TRADED FD TR II

7.66%

Shares40.2K

Event2026-06-30

Filed2026-07-09

UBSI

UNITED BANKSHARES INC WEST V

-0.95%

Shares57.3K

Event2026-06-30

Filed2026-07-09

VFLO

VICTORY PORTFOLIOS II

14.63%

Shares57.4K

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

-1.12%

Shares72.5K

Event2026-06-30

Filed2026-07-09

VONV

VANGUARD SCOTTSDALE FDS

-2.41%

Shares24.6K

Event2026-06-30

Filed2026-07-09

CEG

CONSTELLATION ENERGY CORP

18.72%

Shares10.5K

Event2026-06-30

Filed2026-07-09

HYMB

SPDR SERIES TRUST

3.38%

Shares101.8K

Event2026-06-30

Filed2026-07-09

CGUI

CAPITAL GRP FIXED INCM ETF T

-66.08%

Shares102.1K

Event2026-06-30

Filed2026-07-09

JCPB

J P MORGAN EXCHANGE TRADED F

5.56%

Shares54.3K

Event2026-06-30

Filed2026-07-09

JPST

J P MORGAN EXCHANGE TRADED F

-33.93%

Shares49.2K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

-9.27%

Shares27.4K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

-22.89%

Shares9.1K

Event2026-06-30

Filed2026-07-09

MDY

STATE STR SPDR S&P MIDCAP 40

-6.07%

Shares3.5K

Event2026-06-30

Filed2026-07-09

VANGUARD SCOTTSDALE FDS

-1.03%

Shares20.3K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

-1.77%

Shares20.9K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-22.27%

Shares5.1K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

-20.51%

Shares19.3K

Event2026-06-30

Filed2026-07-09

ENERGY TRANSFER L P

-8.51%

Shares127.6K

Event2026-06-30

Filed2026-07-09

WPC

WP CAREY INC

-0.04%

Shares34.0K

Event2026-06-30

Filed2026-07-09

BOND

PIMCO ETF TR

22.59%

Shares26.1K

Event2026-06-30

Filed2026-07-09

SPEM

SPDR INDEX SHS FDS

-9.29%

Shares45.9K

Event2026-06-30

Filed2026-07-09

FDV

FEDERATED HERMES ETF TRUST

3.69%

Shares74.6K

Event2026-06-30

Filed2026-07-09

VONE

VANGUARD SCOTTSDALE FDS

-4.81%

Shares6.9K

Event2026-06-30

Filed2026-07-09

ESML

ISHARES TR

10.58%

Shares41.8K

Event2026-06-30

Filed2026-07-09

GENERAL DYNAMICS CORP

-2.57%

Shares6.6K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW

-19.85%

Shares18.4K

Event2026-06-30

Filed2026-07-09

GUNR

FLEXSHARES TR

-1.97%

Shares47.3K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

-39.11%

Shares11.0K

Event2026-06-30

Filed2026-07-09

VRTX

VERTEX PHARMACEUTICALS INC

-4.44%

Shares4.6K

Event2026-06-30

Filed2026-07-09

ASTRAZENECA PLC

1.42%

Shares12.1K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

-13.37%

Shares16.6K

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

-31.41%

Shares31.9K

Event2026-06-30

Filed2026-07-09

PSCT

INVESCO EXCH TRADED FD TR II

-0.57%

Shares24.6K

Event2026-06-30

Filed2026-07-09

VHT

VANGUARD WORLD FD

-1.84%

Shares7.6K

Event2026-06-30

Filed2026-07-09

FMDE

FIDELITY COVINGTON TRUST

0.51%

Shares55.9K

Event2026-06-30

Filed2026-07-09

KHPI

MANAGED PORTFOLIO SER

2.68%

Shares87.0K

Event2026-06-30

Filed2026-07-09

REGIONS FINANCIAL CORP NEW

-1.24%

Shares74.2K

Event2026-06-30

Filed2026-07-09

USMV

ISHARES TR

-9.53%

Shares23.2K

Event2026-06-30

Filed2026-07-09

AEP

AMERICAN ELEC PWR CO INC

1.89%

Shares16.3K

Event2026-06-30

Filed2026-07-09

TRANE TECHNOLOGIES PLC

-5.43%

Shares4.5K

Event2026-06-30

Filed2026-07-09

DCRE

DOUBLELINE ETF TRUST

-7.18%

Shares42.7K

Event2026-06-30

Filed2026-07-09

REALTY INCOME CORP

-16.44%

Shares35.4K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

-31.44%

Shares25.0K

Event2026-06-30

Filed2026-07-09

ILMN

ILLUMINA INC

-0.20%

Shares12.4K

Event2026-06-30

Filed2026-07-09

METL

SPROTT FDS TR

10.09%

Shares84.6K

Event2026-06-30

Filed2026-07-09

BOXX

EA SERIES TRUST

24.00%

Shares18.4K

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

-75.55%

Shares11.6K

Event2026-06-30

Filed2026-07-09

PVI

INVESCO EXCH TRADED FD TR II

-25.47%

Shares86.3K

Event2026-06-30

Filed2026-07-09

HONEYWELL INTL INC

New

Shares9.6K

Event2026-06-30

Filed2026-07-09

QWLD

SPDR INDEX SHS FDS

-8.23%

Shares14.1K

Event2026-06-30

Filed2026-07-09

UTWO

RBB FD INC

16.01%

Shares44.2K

Event2026-06-30

Filed2026-07-09

URI

UNITED RENTALS INC

2.14%

Shares1.9K

Event2026-06-30

Filed2026-07-09

DTCR

GLOBAL X FDS

4.76%

Shares69.0K

Event2026-06-30

Filed2026-07-09

FSMD

FIDELITY COVINGTON TRUST

2.47%

Shares39.6K

Event2026-06-30

Filed2026-07-09

DYNF

BLACKROCK ETF TRUST

92.80%

Shares30.8K

Event2026-06-30

Filed2026-07-09

IWV

ISHARES TR

-11.27%

Shares4.8K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-0.73%

Shares34.3K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

5.26%

Shares27.9K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

-34.15%

Shares11.3K

Event2026-06-30

Filed2026-07-09

RWL

INVESCO EXCH TRADED FD TR II

-84.84%

Shares15.9K

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB CO

-18.11%

Shares35.2K

Event2026-06-30

Filed2026-07-09

OBIL

RBB FD INC

13.68%

Shares40.3K

Event2026-06-30

Filed2026-07-09

XBIL

RBB FD INC

0.14%

Shares40.2K

Event2026-06-30

Filed2026-07-09

TLT

ISHARES TR

8.96%

Shares23.2K

Event2026-06-30

Filed2026-07-09

QEFA

SPDR INDEX SHS FDS

-14.99%

Shares20.8K

Event2026-06-30

Filed2026-07-09

CTA

SIMPLIFY EXCHANGE TRADED FUN

-5.82%

Shares77.1K

Event2026-06-30

Filed2026-07-09

PNW

PINNACLE WEST CAP CORP

6.00%

Shares18.7K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

-1.72%

Shares65.1K

Event2026-06-30

Filed2026-07-09

REET

ISHARES TR

-28.72%

Shares71.6K

Event2026-06-30

Filed2026-07-09

GNT

GAMCO NAT RES GOLD & INCOME

-34.45%

Shares241.3K

Event2026-06-30

Filed2026-07-09

HYG

ISHARES TR

43.44%

Shares24.5K

Event2026-06-30

Filed2026-07-09

AIRR

FIRST TR EXCHANGE TRADED FD

-69.30%

Shares14.6K

Event2026-06-30

Filed2026-07-09

ROK

ROCKWELL AUTOMATION INC

-4.49%

Shares3.9K

Event2026-06-30

Filed2026-07-09

IBIT

ISHARES BITCOIN TRUST ETF

-35.04%

Shares58.1K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

-28.36%

Shares13.1K

Event2026-06-30

Filed2026-07-09

RSPA

INVESCO ACTIVELY MANAGED EXC

-60.00%

Shares35.8K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

-13.93%

Shares8.4K

Event2026-06-30

Filed2026-07-09

GRMN

GARMIN LTD

-1.06%

Shares8.0K

Event2026-06-30

Filed2026-07-09

RAAX

VANECK ETF TRUST

1.65%

Shares47.5K

Event2026-06-30

Filed2026-07-09

HBAN

HUNTINGTON BANCSHARES INC

-2.73%

Shares105.7K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

706.59%

Shares6.1K

Event2026-06-30

Filed2026-07-09

IGSB

ISHARES TR

-48.61%

Shares35.0K

Event2026-06-30

Filed2026-07-09

PNC

PNC FINL SVCS GROUP INC

-0.01%

Shares7.4K

Event2026-06-30

Filed2026-07-09

ARKB

ARK 21SHARES BITCOIN ETF

-1.52%

Shares92.7K

Event2026-06-30

Filed2026-07-09

EBAY

EBAY INC.

-1.91%

Shares16.0K

Event2026-06-30

Filed2026-07-09

SELECT SECTOR SPDR TR

4.55%

Shares70.3K

Event2026-06-30

Filed2026-07-09

SDY

SPDR SERIES TRUST

-5.87%

Shares11.6K

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

-27.49%

Shares12.6K

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

-42.86%

Shares20.9K

Event2026-06-30

Filed2026-07-09

STOT

SSGA ACTIVE TR

-9.12%

Shares36.3K

Event2026-06-30

Filed2026-07-09

MMC

MARSH & MCLENNAN COS INC

-0.45%

Shares10.2K

Event2026-06-30

Filed2026-07-09

FBTC

FIDELITY WISE ORIGIN BITCOIN

-0.87%

Shares33.1K

Event2026-06-30

Filed2026-07-09

OMFL

INVESCO EXCH TRD SLF IDX FD

-5.41%

Shares24.6K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

6.00%

Shares60.2K

Event2026-06-30

Filed2026-07-09

IWN

ISHARES TR

2.97%

Shares7.5K

Event2026-06-30

Filed2026-07-09

SMIG

ETF SER SOLUTIONS

-5.77%

Shares50.2K

Event2026-06-30

Filed2026-07-09

GGN

GAMCO GLOBAL GOLD NAT RES &

131.99%

Shares339.1K

Event2026-06-30

Filed2026-07-09

SPACE EXPLORATION TECHN CORP

New

Shares9.6K

Event2026-06-30

Filed2026-07-09

AT&T INC

-16.04%

Shares79.0K

Event2026-06-30

Filed2026-07-09

RBLX

ROBLOX CORP

13.18%

Shares30.0K

Event2026-06-30

Filed2026-07-09

CTAS

CINTAS CORP

-0.47%

Shares9.6K

Event2026-06-30

Filed2026-07-09

ITA

ISHARES TR

-6.15%

Shares6.7K

Event2026-06-30

Filed2026-07-09

IBB

ISHARES TR

-5.08%

Shares8.5K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

1.24%

Shares4.7K

Event2026-06-30

Filed2026-07-09

BPRE

BLUEROCK PVT REAL ESTATE FD

37.04%

Shares123.0K

Event2026-06-30

Filed2026-07-09

SCHR

SCHWAB STRATEGIC TR

31.87%

Shares64.7K

Event2026-06-30

Filed2026-07-09

DXJ

WISDOMTREE TR

-2.43%

Shares9.0K

Event2026-06-30

Filed2026-07-09

GNR

SPDR INDEX SHS FDS

-1.07%

Shares23.1K

Event2026-06-30

Filed2026-07-09

SPTS

SPDR SERIES TRUST

2.80%

Shares53.0K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

-91.52%

Shares3.5K

Event2026-06-30

Filed2026-07-09

DECK

DECKERS OUTDOOR CORP

3.13%

Shares15.4K

Event2026-06-30

Filed2026-07-09

HOOD

ROBINHOOD MKTS INC

80.09%

Shares15.2K

Event2026-06-30

Filed2026-07-09

EVSM

MORGAN STANLEY ETF TRUST

30.86%

Shares30.2K

Event2026-06-30

Filed2026-07-09

XLC

SELECT SECTOR SPDR TR

-10.87%

Shares14.2K

Event2026-06-30

Filed2026-07-09

FMAT

FIDELITY COVINGTON TRUST

12.25%

Shares25.9K

Event2026-06-30

Filed2026-07-09

ETR

ENTERGY CORP NEW

1.94%

Shares13.1K

Event2026-06-30

Filed2026-07-09

XLP

SELECT SECTOR SPDR TR

-60.24%

Shares18.2K

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC

2.41%

Shares3.8K

Event2026-06-30

Filed2026-07-09

AIQ

GLOBAL X FDS

3.91%

Shares22.8K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

-29.57%

Shares11.0K

Event2026-06-30

Filed2026-07-09

IJT

ISHARES TR

0.10%

Shares8.3K

Event2026-06-30

Filed2026-07-09

IWO

ISHARES TR

-5.14%

Shares3.8K

Event2026-06-30

Filed2026-07-09

EXC

EXELON CORP

-1.78%

Shares31.8K

Event2026-06-30

Filed2026-07-09

XSVN

BONDBLOXX ETF TRUST

32.07%

Shares31.3K

Event2026-06-30

Filed2026-07-09

SPLV

INVESCO EXCH TRADED FD TR II

-3.87%

Shares19.7K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

-3.31%

Shares17.8K

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

-6.97%

Shares27.3K

Event2026-06-30

Filed2026-07-09

FTEC

FIDELITY COVINGTON TRUST

-3.58%

Shares5.1K

Event2026-06-30

Filed2026-07-09

FFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-09

JPIB

J P MORGAN EXCHANGE TRADED F

-3.07%

Shares29.8K

Event2026-06-30

Filed2026-07-09

DEM

WISDOMTREE TR

10.02%

Shares26.8K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

-13.52%

Shares9.7K

Event2026-06-30

Filed2026-07-09

DFGR

DIMENSIONAL ETF TRUST

1.48%

Shares48.8K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES TR

-65.70%

Shares20.6K

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB STRATEGIC TR

-3.97%

Shares40.4K

Event2026-06-30

Filed2026-07-09

MPC

MARATHON PETE CORP

-10.09%

Shares5.5K

Event2026-06-30

Filed2026-07-09

WCMI

FIRST TR EXCHANGE-TRADED FD

0.16%

Shares70.9K

Event2026-06-30

Filed2026-07-09

NVR

NVR INC

1.00%

Shares203

Event2026-06-30

Filed2026-07-09

EA SERIES TRUST

New

Shares27.0K

Event2026-06-30

Filed2026-07-09

MOOD

EA SERIES TRUST

4.30%

Shares31.5K

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC

-54.66%

Shares4.6K

Event2026-06-30

Filed2026-07-09

ILCG

ISHARES TR

14.07%

Shares11.6K

Event2026-06-30

Filed2026-07-09

MCK

MCKESSON CORP

-19.53%

Shares1.8K

Event2026-06-30

Filed2026-07-09

REX ETF TR

New

Shares54.5K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

-6.08%

Shares7.0K

Event2026-06-30

Filed2026-07-09

ICOW

PACER FDS TR

-12.84%

Shares31.7K

Event2026-06-30

Filed2026-07-09

PSI

INVESCO EXCHANGE TRADED FD T

94.68%

Shares7.0K

Event2026-06-30

Filed2026-07-09

GCOW

PACER FDS TR

26.64%

Shares30.4K

Event2026-06-30

Filed2026-07-09

ESGD

ISHARES TR

15.55%

Shares12.8K

Event2026-06-30

Filed2026-07-09

LIN

LINDE PLC

-16.06%

Shares2.5K

Event2026-06-30

Filed2026-07-09

VCR

VANGUARD WORLD FD

-16.96%

Shares3.3K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-41.93%

Shares3.8K

Event2026-06-30

Filed2026-07-09

AVDV

AMERICAN CENTY ETF TR

147.29%

Shares12.5K

Event2026-06-30

Filed2026-07-09

PPA

INVESCO EXCHANGE TRADED FD T

1.58%

Shares7.2K

Event2026-06-30

Filed2026-07-09

COWG

PACER FDS TR

-3.13%

Shares31.7K

Event2026-06-30

Filed2026-07-09

VOOG

VANGUARD ADMIRAL FDS INC

503.25%

Shares15.4K

Event2026-06-30

Filed2026-07-09

QTEC

FIRST TR EXCHANGE-TRADED FD

-2.11%

Shares3.8K

Event2026-06-30

Filed2026-07-09

DFEM

DIMENSIONAL ETF TRUST

11.96%

Shares31.2K

Event2026-06-30

Filed2026-07-09

PYPL

PAYPAL HLDGS INC

26.13%

Shares29.2K

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP

-9.83%

Shares26.5K

Event2026-06-30

Filed2026-07-09

BTGD

TIDAL TRUST II

39.63%

Shares64.7K

Event2026-06-30

Filed2026-07-09

GWX

SPDR INDEX SHS FDS

2.53%

Shares28.5K

Event2026-06-30

Filed2026-07-09

MDST

ULTIMUS MANAGERS TR

42.19%

Shares43.3K

Event2026-06-30

Filed2026-07-09

XMAG

TIDAL TRUST II

0.00%

Shares47.5K

Event2026-06-30

Filed2026-07-09

DFUV

DIMENSIONAL ETF TRUST

-25.88%

Shares22.3K

Event2026-06-30

Filed2026-07-09

DSL

DOUBLELINE INCOME SOLUTIONS

-7.74%

Shares110.4K

Event2026-06-30

Filed2026-07-09

JMUB

J P MORGAN EXCHANGE TRADED F

3.22%

Shares24.1K

Event2026-06-30

Filed2026-07-09

IWS

ISHARES TR

3.78%

Shares7.4K

Event2026-06-30

Filed2026-07-09

RSST

TIDAL TRUST II

7.63%

Shares37.1K

Event2026-06-30

Filed2026-07-09

YEAR

AB ACTIVE ETFS INC

-4.44%

Shares24.1K

Event2026-06-30

Filed2026-07-09

XLG

INVESCO EXCHANGE TRADED FD T

0.21%

Shares19.7K

Event2026-06-30

Filed2026-07-09

LQD

ISHARES TR

92.68%

Shares11.0K

Event2026-06-30

Filed2026-07-09

CMF

ISHARES TR

6.66%

Shares20.7K

Event2026-06-30

Filed2026-07-09

STRK

STRATEGY INC

-2.49%

Shares20.3K

Event2026-06-30

Filed2026-07-09

NOBL

PROSHARES TR

68.56%

Shares21.2K

Event2026-06-30

Filed2026-07-09

RKLB

ROCKET LAB CORP

86.90%

Shares11.7K

Event2026-06-30

Filed2026-07-09

DIA

STATE STR SPDR DOW JONES IND

-29.62%

Shares2.3K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

-23.91%

Shares4.3K

Event2026-06-30

Filed2026-07-09

DFAS

DIMENSIONAL ETF TRUST

-29.03%

Shares14.3K

Event2026-06-30

Filed2026-07-09

IHAK

ISHARES TR

-2.29%

Shares19.1K

Event2026-06-30

Filed2026-07-09

ADP

AUTOMATIC DATA PROCESSING IN

-12.42%

Shares5.2K

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TR

-10.40%

Shares10.6K

Event2026-06-30

Filed2026-07-09

PSK

SPDR SERIES TRUST

-6.26%

Shares37.7K

Event2026-06-30

Filed2026-07-09

GPC

GENUINE PARTS CO

-7.09%

Shares9.8K

Event2026-06-30

Filed2026-07-09

XTRE

BONDBLOXX ETF TRUST

-0.03%

Shares23.2K

Event2026-06-30

Filed2026-07-09

JXN

JACKSON FINANCIAL INC

-6.16%

Shares11.1K

Event2026-06-30

Filed2026-07-09

XONE

BONDBLOXX ETF TRUST

2.40%

Shares23.0K

Event2026-06-30

Filed2026-07-09

IMCG

ISHARES TR

4.34%

Shares11.6K

Event2026-06-30

Filed2026-07-09

CONSOLIDATED EDISON INC

-10.74%

Shares10.2K

Event2026-06-30

Filed2026-07-09

SPIP

SPDR SERIES TRUST

9.04%

Shares43.9K

Event2026-06-30

Filed2026-07-09

XFIV

BONDBLOXX ETF TRUST

-3.44%

Shares23.0K

Event2026-06-30

Filed2026-07-09

MTUM

ISHARES TR

103.65%

Shares3.2K

Event2026-06-30

Filed2026-07-09

EMHY

ISHARES INC

9.93%

Shares27.2K

Event2026-06-30

Filed2026-07-09

SAR

SARATOGA INVT CORP

-2.83%

Shares49.1K

Event2026-06-30

Filed2026-07-09

LNC

LINCOLN NATL CORP IND

1.49%

Shares31.0K

Event2026-06-30

Filed2026-07-09

UTEN

RBB FD INC

-60.33%

Shares25.3K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

-10.90%

Shares7.2K

Event2026-06-30

Filed2026-07-09

ARK ETF TR

51.39%

Shares25.9K

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

-4.17%

Shares6.4K

Event2026-06-30

Filed2026-07-09

VANECK ETF TRUST

7.89%

Shares14.3K

Event2026-06-30

Filed2026-07-09

IRM

IRON MTN INC DEL

-12.30%

Shares8.5K

Event2026-06-30

Filed2026-07-09

EQT

EQT CORP

0.62%

Shares20.1K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available