Sponsored

The Analysis of WEDBUSH SECURITIES INC's Holdings & P&L

Currently, WEDBUSH SECURITIES INC holds 1309 types of securities in its portfolio with a total value $3.9M. In the most recent quarter, they have increased their positions in KLAC (+35.6K shares, valued at $10.7K), AOM (+184.2K shares, valued at $9.2K), VUG (+91.6K shares, valued at $7.9K); decreased their positions in IVES (-654.5K shares, valued at $24.9K), AMD (-16.7K shares, valued at $9.7K), SNDK (-4.0K shares, valued at $9.1K); initiated new positions in N/A (+29.8K shares, valued at $5.1K), N/A (+10.2K shares, valued at $2.3K), N/A (+10.3K shares, valued at $2.3K).

1M P&L

-45.9M-1.43%

3M P&L

+85.8M+2.80%

HY P&L

+268.0M+9.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.4M

42.9%

2Semiconductors307.3K

9.4%

3Consumer Electronics280.2K

8.5%

Top Industries by Stock Count

1N/A602 stocks

50.2%

2Asset Management37 stocks

3.1%

3Specialty Industrial Machinery23 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD S&P 500598.8K shares-0.28%2026-06-302026-07-28

AAPL APPLE INC968.3K shares-1.94%2026-06-302026-07-28

NVDA NVIDIA CORP926.9K shares-0.69%2026-06-302026-07-28

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP115.8K shares-0.48%2026-06-302026-07-28

AMZN AMAZON.COM INC451.3K shares-0.44%2026-06-302026-07-28

QQQ INVESCO120.5K shares-0.34%2026-06-302026-07-28

MSFT MICROSOFT CORP237.2K shares-0.87%2026-06-302026-07-28

GOOGL ALPHABET INC174.0K shares-0.37%2026-06-302026-07-28

Sponsored

GOOG ALPHABET INC131.1K shares0.73%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES73.8K shares-18.48%2026-06-302026-07-28

STATE STREET SPDR STATE STREET SPDR57.3K shares-1.93%2026-06-302026-07-28

TSLA TESLA INC86.2K shares-0.10%2026-06-302026-07-28

SGOV ISHARES325.5K shares-6.60%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC58.1K shares-1.18%2026-06-302026-07-28

BROADCOM INC BROADCOM INC82.3K shares0.28%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO89.2K shares-3.68%2026-06-302026-07-28

Sponsored

ISHARES ISHARES35.5K shares7.18%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC73.0K shares-8.37%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC49.1K shares-3.69%2026-06-302026-07-28

CAT CATERPILLAR INC22.4K shares0.95%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC20.5K shares11.74%2026-06-302026-07-28

BSTZ BLACKROCK SCIENCE &763.9K shares16.25%2026-06-302026-07-28

LLY ELI LILLY & CO18.6K shares1.08%2026-06-302026-07-28

ABBVIE INC ABBVIE INC88.3K shares0.35%2026-06-302026-07-28

Sponsored

PALANTIR TECHNOLOGIES PALANTIR TECHNOLOGIES186.2K shares0.90%2026-06-302026-07-28

CVX CHEVRON CORP130.8K shares0.57%2026-06-302026-07-28

VISA INC VISA INC62.6K shares-3.88%2026-06-302026-07-28

WDC WESTERN DIGITAL CORP33.5K shares-19.22%2026-06-302026-07-28

CISCO SYSTEMS INC CISCO SYSTEMS INC179.2K shares-4.04%2026-06-302026-07-28

HD HOME DEPOT INC57.0K shares-2.17%2026-06-302026-07-28

IBM INTL BUSINESS MACHINES68.2K shares0.43%2026-06-302026-07-28

CGDV CAPITAL GROUP355.6K shares6.01%2026-06-302026-07-28

Sponsored

VANGUARD TOTAL STOCK VANGUARD TOTAL STOCK46.1K shares1.54%2026-06-302026-07-28

VTV VANGUARD VALUE ETF76.4K shares2.65%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON63.9K shares-2.08%2026-06-302026-07-28

EXXON MOBIL CORP XXX EXXON MOBIL CORP XXX118.5K shares-1.60%2026-06-302026-07-28

DIA STATE STREET30.1K shares0.50%2026-06-302026-07-28

SNDK SANDISK CORP6.7K shares-37.17%2026-06-302026-07-28

WMT WALMART INC132.7K shares-1.99%2026-06-302026-07-28

GEV GE VERNOVA LLC12.6K shares1.90%2026-06-302026-07-28

Sponsored

BAC BANK OF AMERICA CORP243.2K shares-3.81%2026-06-302026-07-28

C CITIGROUP INC98.9K shares-5.17%2026-06-302026-07-28

PG PROCTER & GAMBLE CO92.5K shares2.65%2026-06-302026-07-28

MASTERCARD INC MASTERCARD INC25.0K shares-2.99%2026-06-302026-07-28

JEPI JPMORGAN223.1K shares6.94%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR26.2K shares5.52%2026-06-302026-07-28

KLAC KLA CORP39.6K shares894.43%2026-06-302026-07-28

BA BOEING COMPANY54.8K shares0.83%2026-06-302026-07-28

Sponsored

QCOM QUALCOMM INC63.8K shares-8.76%2026-06-302026-07-28

XLK STATE STREET TECHNOLOGY61.8K shares-2.74%2026-06-302026-07-28

NETFLIX INC NETFLIX INC164.5K shares-5.52%2026-06-302026-07-28

AMGN AMGEN INC31.0K shares-0.05%2026-06-302026-07-28

INTC INTEL CORP78.6K shares2.81%2026-06-302026-07-28

ORACLE CORP ORACLE CORP72.0K shares5.02%2026-06-302026-07-28

RTX CORP RTX CORP55.4K shares-2.31%2026-06-302026-07-28

CROWDSTRIKE HOLDINGS INC CROWDSTRIKE HOLDINGS INC13.6K shares-5.74%2026-06-302026-07-28

Sponsored

SMH VANECK15.4K shares-3.53%2026-06-302026-07-28

GLD SPDR GOLD TRUST27.2K shares-3.05%2026-06-302026-07-28

IVES DAN IVES WEDBUSH262.2K shares-71.40%2026-06-302026-07-28

AMRK GOLD.COM INC237.8K shares-5.04%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC23.5K shares-15.26%2026-06-302026-07-28

AOM ISHARES193.7K shares1941.10%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC9.5K shares4.12%2026-06-302026-07-28

VUG VANGUARD110.5K shares484.69%2026-06-302026-07-28

Sponsored

KO COCA-COLA COMPANY115.8K shares0.26%2026-06-302026-07-28

APPLIED MATERIALS INC APPLIED MATERIALS INC12.7K shares18.74%2026-06-302026-07-28

VRT VERTIV HOLDINGS LLC27.3K shares38.63%2026-06-302026-07-28

BUCK SIMPLIFY380.1K shares27.67%2026-06-302026-07-28

DIS WALT DISNEY CO90.7K shares-2.94%2026-06-302026-07-28

VEA VANGUARD117.2K shares-12.15%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP23.4K shares2.15%2026-06-302026-07-28

LRCX LAM RESEARCH CORP19.0K shares4.44%2026-06-302026-07-28

Sponsored

MCD MCDONALDS CORP30.2K shares-3.68%2026-06-302026-07-28

VWO VANGUARD135.7K shares-3.05%2026-06-302026-07-28

TCAF T ROWE PRICE192.7K shares12.14%2026-06-302026-07-28

CHUBB LTD CHUBB LTD22.3K shares-1.62%2026-06-302026-07-28

VONG VANGUARD RUSSELL 100058.2K shares-7.17%2026-06-302026-07-28

GLW CORNING INC28.9K shares9.82%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO21.6K shares-9.53%2026-06-302026-07-28

PPA INVESCO40.8K shares-2.43%2026-06-302026-07-28

Sponsored

SRLN STATE STREET171.6K shares18.14%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS162.8K shares-3.44%2026-06-302026-07-28

RDVY FIRST TRUST84.9K shares10.43%2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC78.1K shares3.14%2026-06-302026-07-28

MRK MERCK & COMPANY INC52.0K shares-5.96%2026-06-302026-07-28

BUFD FIRST TRUST VEST222.1K shares-5.53%2026-06-302026-07-28

FTCS FIRST TRUST68.1K shares-9.30%2026-06-302026-07-28

MINT PIMCO63.3K shares2.42%2026-06-302026-07-28

Sponsored

ADI ANALOG DEVICES INC16.0K shares-3.46%2026-06-302026-07-28

CIBR FIRST TRUST69.5K shares-1.26%2026-06-302026-07-28

SHV ISHARES56.5K shares-4.58%2026-06-302026-07-28

SCHD SCHWAB195.9K shares1.28%2026-06-302026-07-28

VGT VANGUARD INFORMATION51.3K shares940.51%2026-06-302026-07-28

VXUS VANGUARD71.3K shares18.44%2026-06-302026-07-28

UNP UNION PACIFIC CORP22.4K shares5.17%2026-06-302026-07-28

FEGE FIRST EAGLE122.2K shares-1.47%2026-06-302026-07-28

Sponsored

AIRR FIRST TRUST44.8K shares5.02%2026-06-302026-07-28

ETN EATON CORP PLC13.9K shares0.35%2026-06-302026-07-28

ABT ABBOTT LABORATORIES65.2K shares2.69%2026-06-302026-07-28

GRID FIRST TRUST30.8K shares28.88%2026-06-302026-07-28

FTLS FIRST TRUST79.5K shares-0.38%2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC14.6K shares-0.20%2026-06-302026-07-28

RSP INVESCO26.3K shares2.88%2026-06-302026-07-28

PEP PEPSICO INC41.1K shares-1.56%2026-06-302026-07-28

Sponsored

BIL STATE STREET60.5K shares18.70%2026-06-302026-07-28

IJR ISHARES36.6K shares0.31%2026-06-302026-07-28

GE GE AEROSPACE14.4K shares-0.24%2026-06-302026-07-28

NOBL PROSHARES95.6K shares94.94%2026-06-302026-07-28

PPIH PERMA PIPE INTL HOLDINGS196.9K shares0.28%2026-06-302026-07-28

BUFR FIRST TRUST VEST146.5K shares-8.58%2026-06-302026-07-28

STATE STREET UTILS STATE STREET UTILS118.1K shares-4.26%2026-06-302026-07-28

DE DEERE & CO8.2K shares-0.13%2026-06-302026-07-28

Sponsored

TJX TJX COS INC34.1K shares-2.55%2026-06-302026-07-28

BKLN INVESCO253.4K shares8.61%2026-06-302026-07-28

USB U S BANCORP DE84.5K shares6.06%2026-06-302026-07-28

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY5.3K shares24.41%2026-06-302026-07-28

SPACE EXPLORATION SPACE EXPLORATION29.8K sharesnew addition2026-06-302026-07-28

JPMORGAN JPMORGAN82.5K shares8.15%2026-06-302026-07-28

FDL FIRST TRUST104.0K shares-13.98%2026-06-302026-07-28

BLK BLACKROCK FDG INC5.3K shares-0.25%2026-06-302026-07-28

Sponsored

IWF ISHARES40.7K shares359.64%2026-06-302026-07-28

COWZ PACER79.0K shares-1.87%2026-06-302026-07-28

PFE PFIZER INC202.4K shares-2.08%2026-06-302026-07-28

MTBA SIMPLIFY99.0K shares37.22%2026-06-302026-07-28

FAD FIRST TRUST24.1K shares-3.84%2026-06-302026-07-28

PSX PHILLIPS 6628.4K shares-0.47%2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY INC16.1K shares20.31%2026-06-302026-07-28

VB VANGUARD SMALL CAP ETF15.6K shares-1.66%2026-06-302026-07-28

Sponsored

TLT ISHARES54.6K shares4.42%2026-06-302026-07-28

LMBS FIRST TRUST94.6K shares-0.82%2026-06-302026-07-28

BST BLACKROCK SCIENCE &92.3K shares5.07%2026-06-302026-07-28

NKE NIKE INC113.6K shares52.37%2026-06-302026-07-28

STATE STREET SPDR PORT STATE STREET SPDR PORT52.3K shares7.60%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP9.0K shares5.62%2026-06-302026-07-28

VFMO VANGUARD17.9K shares26.36%2026-06-302026-07-28

SHW SHERWIN WILLIAMS CO12.9K shares-7.60%2026-06-302026-07-28

Sponsored

OEF ISHARES11.9K shares-8.39%2026-06-302026-07-28

UCON FIRST TRUST172.5K shares2.39%2026-06-302026-07-28

AFL AFLAC INC36.5K shares0.60%2026-06-302026-07-28

APUE ACTIVEPASSIVE92.1K shares1.01%2026-06-302026-07-28

FXL FIRST TRUST19.6K shares340.36%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC42.7K shares7.72%2026-06-302026-07-28

WFC WELLS FARGO & CO51.3K shares-13.44%2026-06-302026-07-28

BKNG BOOKING HOLDINGS INC23.5K shares2396.17%2026-06-302026-07-28

Sponsored

LIN LINDE PLC8.1K shares-4.26%2026-06-302026-07-28

XLE STATE STREET78.2K shares-5.30%2026-06-302026-07-28

IAU ISHARES54.9K shares18.24%2026-06-302026-07-28

YEAR AB81.7K shares-33.95%2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC52.1K shares5.04%2026-06-302026-07-28

CAIE CALAMOS148.7K shares30.71%2026-06-302026-07-28

SNPS SYNOPSYS INC9.0K shares6.94%2026-06-302026-07-28

IWM ISHARES13.3K shares-1.69%2026-06-302026-07-28

Sponsored

TXN TEXAS INSTRUMENTS INC13.3K shares-17.76%2026-06-302026-07-28

BMY BRISTOL MYERS SQUIBB68.5K shares-2.16%2026-06-302026-07-28

DYNF ISHARES57.7K shares9.89%2026-06-302026-07-28

NVO NOVO NORDISK AS81.7K shares-1.40%2026-06-302026-07-28

SBUX STARBUCKS CORP37.6K shares-14.40%2026-06-302026-07-28

T AT&T INC184.5K shares-7.73%2026-06-302026-07-28

O REALTY INCOME CORP61.3K shares10.65%2026-06-302026-07-28

ESGU ISHARES22.9K shares-0.59%2026-06-302026-07-28

Sponsored

PFF ISHARES123.1K shares0.05%2026-06-302026-07-28

EMR EMERSON ELECTRIC CO26.2K shares5.14%2026-06-302026-07-28

AVEM AVANTIS38.5K shares5.39%2026-06-302026-07-28

XYLD GLOBAL X90.4K shares0.28%2026-06-302026-07-28

IEMG ISHARES44.5K shares-7.55%2026-06-302026-07-28

VBIL VANGUARD48.4K shares74.51%2026-06-302026-07-28

QQQM INVESCO12.1K shares9.87%2026-06-302026-07-28

MUB ISHARES33.8K shares-1.05%2026-06-302026-07-28

Sponsored

VNQ VANGUARD37.6K shares0.90%2026-06-302026-07-28

DVY ISHARES23.1K shares57.28%2026-06-302026-07-28

IJH ISHARES46.6K shares-1.23%2026-06-302026-07-28

XLI STATE STREET INDUSTRIAL19.4K shares7.30%2026-06-302026-07-28

XLG INVESCO58.3K shares0.42%2026-06-302026-07-28

NOC NORTHROP GRUMMAN CORP6.9K shares8.37%2026-06-302026-07-28

THQ ABRDN HEALTHCARE187.8K shares8.23%2026-06-302026-07-28

AIVC AMPLIFY29.7K shares-4.51%2026-06-302026-07-28

Sponsored

WEC WEC ENERGY GROUP INC29.1K shares-3.83%2026-06-302026-07-28

MELI MERCADOLIBRE INC2.0K shares-0.35%2026-06-302026-07-28

EPD ENTERPRISE PRODUCTS91.4K shares-0.78%2026-06-302026-07-28

FICS FIRST TRUST80.1K shares-1.67%2026-06-302026-07-28

ITW ILLINOIS TOOL WORKS INC12.4K shares-1.14%2026-06-302026-07-28

QYLD GLOBAL X180.8K shares1.91%2026-06-302026-07-28

LOW LOWES COMPANIES INC15.0K shares-13.80%2026-06-302026-07-28

VO VANGUARD MID CAP ETF40.9K shares283.56%2026-06-302026-07-28

Sponsored

GWW GRAINGER W W INC2.4K shares0.38%2026-06-302026-07-28

GILD GILEAD SCIENCES INC25.1K shares3.91%2026-06-302026-07-28

WASTE MANAGEMENT INC WASTE MANAGEMENT INC14.2K shares-0.11%2026-06-302026-07-28

APD AIR PRODUCTS & CHEMICALS10.6K shares-7.08%2026-06-302026-07-28

YYY AMPLIFY267.0K shares12.86%2026-06-302026-07-28

NLR VANECK26.5K shares20.07%2026-06-302026-07-28

BX BLACKSTONE INC26.0K shares4.62%2026-06-302026-07-28

VTHR VANGUARD RUSSELL 30009.2K shares-1.84%2026-06-302026-07-28

Sponsored

PVAL PUTNAM59.5K shares159.26%2026-06-302026-07-28

XLF STATE STREET56.4K shares-3.41%2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC6.9K shares9.69%2026-06-302026-07-28

QUANTA SERVICES INC QUANTA SERVICES INC4.1K shares1.12%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC41.2K shares-6.96%2026-06-302026-07-28

KMI KINDER MORGAN INC DE92.5K shares-0.82%2026-06-302026-07-28

CRM SALESFORCE INC18.8K shares-11.67%2026-06-302026-07-28

VTEC VANGUARD29.3K shares11.42%2026-06-302026-07-28

Sponsored

AEP AMERICAN ELECTRIC POWER21.5K shares-5.22%2026-06-302026-07-28

TT TRANE TECHNOLOGIES PLC6.0K shares-2.43%2026-06-302026-07-28

FREEPORT MCMORAN INC FREEPORT MCMORAN INC46.4K shares-5.04%2026-06-302026-07-28

ALL ALLSTATE CORP12.1K shares8.81%2026-06-302026-07-28

UMH UMH PROPERTIES INC190.0K shares1.19%2026-06-302026-07-28

ULTA BEAUTY INC ULTA BEAUTY INC6.3K shares-1.54%2026-06-302026-07-28

ET ENERGY TRANSFER147.5K shares2.66%2026-06-302026-07-28

FWD AB19.0K shares-6.55%2026-06-302026-07-28

Sponsored

TGT TARGET CORP21.5K shares3.00%2026-06-302026-07-28

XLV STATE STREET17.7K shares-0.56%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC15.5K shares17.99%2026-06-302026-07-28

RDVI FIRST TRUST VEST94.8K shares12.06%2026-06-302026-07-28

IWD ISHARES11.5K shares4.45%2026-06-302026-07-28

QTEC FIRST TRUST8.3K shares-2.01%2026-06-302026-07-28

APH AMPHENOL CORP15.7K shares14.74%2026-06-302026-07-28

ABRDN TOTAL DYNAMIC ABRDN TOTAL DYNAMIC267.4K shares2.88%2026-06-302026-07-28

Sponsored

SHY ISHARES33.0K shares-7.97%2026-06-302026-07-28

TEL TE CONNECTIVITY PLC13.4K shares0.71%2026-06-302026-07-28

MDLZ MONDELEZ INTERNATIONAL46.6K shares-0.79%2026-06-302026-07-28

S&P GLOBAL INC S&P GLOBAL INC6.5K shares11.03%2026-06-302026-07-28

VANECK VANECK35.3K shares-28.73%2026-06-302026-07-28

MO ALTRIA GROUP INC36.9K shares0.47%2026-06-302026-07-28

VTEB VANGUARD52.4K shares22.75%2026-06-302026-07-28

MTUM ISHARES7.6K shares-1.46%2026-06-302026-07-28

Sponsored

3M COMPANY 3M COMPANY15.9K shares10.70%2026-06-302026-07-28

VT VANGUARD TOTAL WORLD16.3K shares-4.41%2026-06-302026-07-28

ASML ASML HOLDING NV1.3K shares11.47%2026-06-302026-07-28

HSBC HSBC HOLDINGS PLC26.8K shares-2.71%2026-06-302026-07-28

CEG CONSTELLATION ENERGY10.2K shares6.60%2026-06-302026-07-28

IDV ISHARES61.1K shares1.27%2026-06-302026-07-28

SLV ISHARES47.1K shares1.20%2026-06-302026-07-28

VIG VANGUARD10.6K shares15.49%2026-06-302026-07-28

Sponsored

CTAS CINTAS CORP14.6K shares13.23%2026-06-302026-07-28

FVD FIRST TRUST51.5K shares-3.66%2026-06-302026-07-28

COP CONOCOPHILLIPS23.7K shares-3.54%2026-06-302026-07-28

AWK AMERICAN WATER WORKS18.5K shares1.48%2026-06-302026-07-28

MSGS MADISON SQUARE GARDEN6.0K shares-13.73%2026-06-302026-07-28

JPST JPMORGAN47.8K shares-16.97%2026-06-302026-07-28

ADP AUTOMATIC DATA10.7K shares4.07%2026-06-302026-07-28

TDIV FIRST TRUST20.9K shares-4.94%2026-06-302026-07-28

Sponsored

EFA ISHARES23.1K shares1.72%2026-06-302026-07-28

SPYD STATE STREET50.1K shares-5.12%2026-06-302026-07-28

VST VISTRA CORP15.0K shares19.39%2026-06-302026-07-28

TBIL F/M U S TREASURY47.6K shares14.67%2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS4.7K shares-12.41%2026-06-302026-07-28

EFV ISHARES30.5K shares-11.99%2026-06-302026-07-28

UPS UNITED PARCEL SERVICE21.7K shares-10.73%2026-06-302026-07-28

IVW ISHARES16.9K shares-1.41%2026-06-302026-07-28

Sponsored

FDX FEDEX CORP7.4K shares1.56%2026-06-302026-07-28

FV FIRST TRUST30.6K shares-2.38%2026-06-302026-07-28

SOUTHERN COMPANY SOUTHERN COMPANY24.2K shares-4.45%2026-06-302026-07-28

AGM FEDL AGRICULTURAL11.6K shares0.99%2026-06-302026-07-28

BOXX ALPHA ARCHITECT19.7K shares10.03%2026-06-302026-07-28

XEL XCEL ENERGY INC28.5K shares-0.87%2026-06-302026-07-28

HONEYWELL INTL INC HONEYWELL INTL INC10.2K sharesnew addition2026-06-302026-07-28

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC10.3K sharesnew addition2026-06-302026-07-28

Sponsored

DFAS DIMENSIONAL27.5K shares104.77%2026-06-302026-07-28

APCB ACTIVEPASSIVE76.9K shares1.32%2026-06-302026-07-28

BDX BECTON DICKINSON & CO14.9K shares12.10%2026-06-302026-07-28

CGMU CAPITAL GROUP82.1K shares30.14%2026-06-302026-07-28

DUK DUKE ENERGY CORP17.8K shares-7.72%2026-06-302026-07-28

UTF COHEN & STEERS80.0K shares6.22%2026-06-302026-07-28

CARR CARRIER GLOBAL CORP30.0K shares-1.33%2026-06-302026-07-28

AXON AXON ENTERPRISE INC3.9K shares-0.33%2026-06-302026-07-28

Sponsored

BK BANK NEW YORK MELLON15.1K shares-3.90%2026-06-302026-07-28

YUM YUM BRANDS INC13.6K shares-2.95%2026-06-302026-07-28

URI UNITED RENTALS INC1.9K shares-25.85%2026-06-302026-07-28

CL COLGATE-PALMOLIVE23.7K shares11.97%2026-06-302026-07-28

ALLW STATE STREET BRIDGEWATER74.1K shares11.70%2026-06-302026-07-28

ISPY PROSHARES44.9K shares20.05%2026-06-302026-07-28

MS MORGAN STANLEY10.3K shares-5.62%2026-06-302026-07-28

HYLS FIRST TRUST52.9K shares-12.03%2026-06-302026-07-28

Sponsored

IGV ISHARES23.8K shares28.55%2026-06-302026-07-28

AIO VIRTUS75.8K shares-1.30%2026-06-302026-07-28

VBK VANGUARD SMALL CAP5.8K shares19.27%2026-06-302026-07-28

GOF GUGGENHEIM STRATEGIC192.1K shares3.64%2026-06-302026-07-28

EWBC EAST WEST BANCORP INC16.2K shares5.61%2026-06-302026-07-28

FTEC FIDELITY7.2K shares-1.02%2026-06-302026-07-28

RITM RITHM CAPITAL CORP218.5K shares-2.30%2026-06-302026-07-28

VYM VANGUARD13.0K shares8.01%2026-06-302026-07-28

Sponsored

FENI FIDELITY50.8K shares7.56%2026-06-302026-07-28

IXN ISHARES14.1K shares28.71%2026-06-302026-07-28

CTAP SIMPLIFY77.1K shares86.90%2026-06-302026-07-28

WMB WILLIAMS COS INC27.2K shares16.98%2026-06-302026-07-28

JOHNSON CONTROLS INTL JOHNSON CONTROLS INTL13.8K shares-2.43%2026-06-302026-07-28

CMF ISHARES35.0K shares5.14%2026-06-302026-07-28

NEM NEWMONT CORP21.6K shares0.01%2026-06-302026-07-28

SOXX ISHARES3.1K shares28.24%2026-06-302026-07-28

Sponsored

SHOP SHOPIFY INC17.6K shares-7.87%2026-06-302026-07-28

ENB ENBRIDGE INC36.9K shares2.37%2026-06-302026-07-28

COF CAPITAL ONE10.0K shares-4.89%2026-06-302026-07-28

FCNCA FIRST CITIZENS BANCSHARE954 shares-1.55%2026-06-302026-07-28

AVDE AVANTIS22.0K shares-0.40%2026-06-302026-07-28

XLY STATE STREET16.5K shares-1.83%2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES6.6K shares-11.86%2026-06-302026-07-28

SDVY FIRST TRUST44.6K shares-39.44%2026-06-302026-07-28

Sponsored

WLFC WILLIS LEASE FINANCE8.4K shares-3.78%2026-06-302026-07-28

ROUNDHILL ROUNDHILL25.8K sharesnew addition2026-06-302026-07-28

SYK STRYKER CORP6.1K shares-8.46%2026-06-302026-07-28

AER AERCAP HOLDINGS N V13.0K shares-0.67%2026-06-302026-07-28

AMT AMERICAN TOWER CORP NEW11.6K shares10.27%2026-06-302026-07-28

EWY ISHARES9.3K sharesnew addition2026-06-302026-07-28

ITA ISHARES7.8K shares-1.24%2026-06-302026-07-28

ORLY O REILLY AUTOMOTIVE INC20.5K shares0.51%2026-06-302026-07-28

Sponsored

CGHM CAPITAL GROUP72.8K shares2.95%2026-06-302026-07-28

LVHI FRANKLIN46.4K shares3.44%2026-06-302026-07-28

CME CME GROUP INC CL A8.5K shares-9.11%2026-06-302026-07-28

IBIT ISHARES55.9K shares-2.41%2026-06-302026-07-28

SFY SOFI12.4K shares0.19%2026-06-302026-07-28

BSV VANGUARD SHORT TERM23.6K shares-1.14%2026-06-302026-07-28

ETY EATON VANCE TAX126.3K shares-0.43%2026-06-302026-07-28

ROK ROCKWELL AUTOMATION INC3.7K shares12.04%2026-06-302026-07-28

Sponsored

TMO THERMO FISHER3.6K shares1.49%2026-06-302026-07-28

CSX CSX CORP37.9K shares2.47%2026-06-302026-07-28

ZROZ PIMCO27.9K shares-52.55%2026-06-302026-07-28

HEFA ISHARES38.1K shares34.40%2026-06-302026-07-28

CMCSA COMCAST CORP CL A72.7K shares11.75%2026-06-302026-07-28

PAVE GLOBAL X30.2K shares6.64%2026-06-302026-07-28

APIE ACTIVEPASSIVE45.7K shares1.40%2026-06-302026-07-28

VRP INVESCO72.3K shares-1.13%2026-06-302026-07-28

Sponsored

SPHQ INVESCO19.4K shares-0.70%2026-06-302026-07-28

KNGZ FIRST TRUST43.4K sharesnew addition2026-06-302026-07-28

SIXG DEFIANCE18.2K shares0.00%2026-06-302026-07-28

MPC MARATHON PETROLEUM CORP6.7K shares-8.12%2026-06-302026-07-28

MDY SPDR S&P MID CAP 400 ETF2.4K shares0.25%2026-06-302026-07-28

CGMS CAPITAL GROUP62.9K shares1.13%2026-06-302026-07-28

GRMN GARMIN LTD7.2K shares-0.84%2026-06-302026-07-28

EOG EOG RESOURCES INC13.2K shares3.79%2026-06-302026-07-28

Sponsored

BIZD VANECK133.9K shares-3.63%2026-06-302026-07-28

ARES CAPITAL CORP ARES CAPITAL CORP91.4K shares4.56%2026-06-302026-07-28

IDEXX LABORATORIES INC IDEXX LABORATORIES INC3.2K shares5.53%2026-06-302026-07-28

NOVZ TRUESHARES35.7K shares-17.36%2026-06-302026-07-28

BILS STATE STREET16.9K shares-71.32%2026-06-302026-07-28

VEU VANGUARD20.0K shares-5.58%2026-06-302026-07-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND13.4K shares23.49%2026-06-302026-07-28

VGIT VANGUARD INTERMEDIATE28.3K shares-2.22%2026-06-302026-07-28

Sponsored

FDS FACTSET RESEARCH SYSTEMS7.2K shares5.98%2026-06-302026-07-28

ADOBE INC ADOBE INC8.1K shares-6.35%2026-06-302026-07-28

PAYX PAYCHEX INC16.9K shares-1.67%2026-06-302026-07-28

FTHY FIRST TRUST121.5K shares6.09%2026-06-302026-07-28

ALIBABA GROUP HOLDING ALIBABA GROUP HOLDING17.3K shares6.81%2026-06-302026-07-28

ANET ARISTA NETWORKS INC9.8K shares6.25%2026-06-302026-07-28

ISHARES ISHARES17.2K shares-27.91%2026-06-302026-07-28

SCIO FIRST TRUST79.7K shares120.22%2026-06-302026-07-28

Sponsored

FTSM FIRST TRUST27.5K shares-5.43%2026-06-302026-07-28

BUFY FIRST TRUST VEST70.2K shares17.51%2026-06-302026-07-28

CMS CMS ENERGY CORP21.1K shares8.38%2026-06-302026-07-28

HACK AMPLIFY15.3K shares1.87%2026-06-302026-07-28

SNA SNAP ON INC4.0K shares-6.44%2026-06-302026-07-28

QUAL ISHARES7.3K shares-25.70%2026-06-302026-07-28

EFG ISHARES12.7K shares-8.48%2026-06-302026-07-28

MDIV FIRST TRUST95.7K shares-2.74%2026-06-302026-07-28

Sponsored

RY ROYAL BANK CANADA7.6K shares1.10%2026-06-302026-07-28

KMB KIMBERLY CLARK CORP14.3K shares18.79%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP17.0K shares-0.19%2026-06-302026-07-28

ALERIAN MLP ETF ALERIAN MLP ETF30.1K shares5.90%2026-06-302026-07-28

TSCO TRACTOR SUPPLY CO49.0K shares552.29%2026-06-302026-07-28

OKLO OKLO INC29.6K shares6.48%2026-06-302026-07-28

XYL XYLEM INC13.1K shares31.22%2026-06-302026-07-28

IVE ISHARES6.8K shares-14.02%2026-06-302026-07-28

Sponsored

SRE SEMPRA16.6K shares-1.00%2026-06-302026-07-28

STRL STERLING INFRASTRUCTURE1.8K shares-37.85%2026-06-302026-07-28

ETV EATON VANCE TAX101.8K shares-0.70%2026-06-302026-07-28

SIMO SILICON MOTION4.5K shares-6.38%2026-06-302026-07-28

SPYG STATE STREET12.6K shares-5.14%2026-06-302026-07-28

ATR APTARGROUP INC11.8K shares180.86%2026-06-302026-07-28

DFAC DIMENSIONAL33.4K shares-0.74%2026-06-302026-07-28

CONSTELLATION BRANDS CONSTELLATION BRANDS10.6K shares15.67%2026-06-302026-07-28

Sponsored

MCK MCKESSON CORP2.0K shares-3.41%2026-06-302026-07-28

ECL ECOLAB INC5.3K shares-5.49%2026-06-302026-07-28

VV VANGUARD LARGE CAP ETF4.3K shares-8.52%2026-06-302026-07-28

HOOD ROBINHOOD MARKETS INC14.6K shares-22.60%2026-06-302026-07-28

PH PARKER-HANNIFIN CORP1.5K shares-10.99%2026-06-302026-07-28

CVS CVS HEALTH CORP14.2K shares3.11%2026-06-302026-07-28

PDO PIMCO DYNAMIC INCOME110.4K shares11.12%2026-06-302026-07-28

UTG REAVES UTILITY INCOME35.8K shares-4.31%2026-06-302026-07-28

Sponsored

IYW ISHARES5.8K shares-0.64%2026-06-302026-07-28

CCL CARNIVAL CORP LTD50.8K sharesnew addition2026-06-302026-07-28

INTU INTUIT INC5.5K shares5.86%2026-06-302026-07-28

IEF ISHARES15.3K shares8.01%2026-06-302026-07-28

RIO RIO TINTO PLC15.2K shares29.03%2026-06-302026-07-28

PLD PROLOGIS INC10.6K shares-1.55%2026-06-302026-07-28

ITOT ISHARES8.7K shares-21.24%2026-06-302026-07-28

BND VANGUARD TOTAL BOND19.4K shares-18.70%2026-06-302026-07-28

Sponsored

BRHY ISHARES27.8K shares17.23%2026-06-302026-07-28

FTNT FORTINET INC9.2K shares-6.50%2026-06-302026-07-28

JAAA JANUS HENDERSON28.0K shares28.75%2026-06-302026-07-28

IUSB ISHARES30.5K shares26.06%2026-06-302026-07-28

GM GENERAL MOTORS CO18.2K shares1.23%2026-06-302026-07-28

COR CENCORA INC5.0K shares4.75%2026-06-302026-07-28

MUC BLACKROCK MUNIHOLDINGS126.7K shares5.23%2026-06-302026-07-28

NAC NUVEEN CALIFORNIA114.7K shares-6.94%2026-06-302026-07-28

Sponsored

CGDG CAPITAL GROUP37.0K shares0.02%2026-06-302026-07-28

COHR COHERENT CORP3.5K shares5.33%2026-06-302026-07-28

ASTRAZENECA PLC ASTRAZENECA PLC7.3K shares4.35%2026-06-302026-07-28

HWM HOWMET AEROSPACE INC5.1K shares9.84%2026-06-302026-07-28

GPIQ GOLDMAN SACHS22.9K shares264.09%2026-06-302026-07-28

EXPD EXPEDITORS INTL WASH INC8.3K shares-60.97%2026-06-302026-07-28

VOT VANGUARD MID CAP4.4K shares30.99%2026-06-302026-07-28

HSY HERSHEY COMPANY7.6K shares12.73%2026-06-302026-07-28

Sponsored

KNG FIRST TRUST VEST26.4K shares-7.60%2026-06-302026-07-28

RFMZ RIVERNORTH FLEXIBLE97.3K shares23.69%2026-06-302026-07-28

REGL PROSHARES14.5K shares-3.14%2026-06-302026-07-28

CLX CLOROX COMPANY13.9K shares12.19%2026-06-302026-07-28

FPX FIRST TRUST6.4K shares22.46%2026-06-302026-07-28

AEE AMEREN CORP11.5K shares-0.79%2026-06-302026-07-28

FPEI FIRST TRUST67.4K shares-2.00%2026-06-302026-07-28

TLTW ISHARES57.8K shares13.50%2026-06-302026-07-28

Sponsored

MOAT VANECK12.4K shares-7.58%2026-06-302026-07-28

APPLOVIN CORP APPLOVIN CORP2.5K shares-15.14%2026-06-302026-07-28

VGK VANGUARD14.5K shares-25.73%2026-06-302026-07-28

CAH CARDINAL HEALTH INC5.4K shares2.88%2026-06-302026-07-28

ROST ROSS STORES INC6.0K shares-8.70%2026-06-302026-07-28

PDI PIMCO DYNAMIC75.4K shares3.08%2026-06-302026-07-28

DLN WISDOMTREE13.0K shares0.17%2026-06-302026-07-28

VBR VANGUARD SMALL CAP VALUE5.1K shares1.44%2026-06-302026-07-28

Sponsored

MBB ISHARES13.2K shares-3.82%2026-06-302026-07-28

EW EDWARDS LIFESCIENCES13.7K shares1.38%2026-06-302026-07-28

EDF VIRTUS STONE HARBOR222.8K shares8.95%2026-06-302026-07-28

HIG HARTFORD INSURANCE GROUP9.4K shares1.40%2026-06-302026-07-28

VLUE ISHARES6.2K shares-5.83%2026-06-302026-07-28

TPR TAPESTRY INC8.4K shares-2.17%2026-06-302026-07-28

DATADOG INC DATADOG INC4.7K shares-5.02%2026-06-302026-07-28

SPHY STATE STREET52.2K shares1.82%2026-06-302026-07-28

Sponsored

WTV WISDOMTREE12.0K shares9.97%2026-06-302026-07-28

FRDM FREEDOM16.7K shares50.71%2026-06-302026-07-28

CI CIGNA GROUP4.3K shares11.97%2026-06-302026-07-28

SYFI AB33.0K shares-1.66%2026-06-302026-07-28

MORT VANECK113.5K shares4.19%2026-06-302026-07-28

MPLX MPLX20.9K shares11.62%2026-06-302026-07-28

MDB MONGODB INC3.5K shares-6.11%2026-06-302026-07-28

BAI ISHARES22.2K shares-30.75%2026-06-302026-07-28

Sponsored

IREN IREN LTD25.5K shares3.85%2026-06-302026-07-28

VANGUARD RUSSELL 2000 VANGUARD RUSSELL 20009.6K shares6.55%2026-06-302026-07-28

TLN TALEN ENERGY CORP3.0K shares4.87%2026-06-302026-07-28

ROYAL CARIBBEAN ROYAL CARIBBEAN3.6K shares-17.92%2026-06-302026-07-28

PTA COHEN & STEERS59.8K shares-8.76%2026-06-302026-07-28

DLY DOUBLELINE YIELD81.5K shares-6.48%2026-06-302026-07-28

ALMU AELUMA INC51.4K sharesnew addition2026-06-302026-07-28

DSL DOUBLELINE INCOME102.6K shares12.21%2026-06-302026-07-28

Sponsored

GABELLI EQUITY TRUST INC GABELLI EQUITY TRUST INC200.3K shares5.14%2026-06-302026-07-28

GBAB GUGGENHEIM TAXABLE78.0K shares10.05%2026-06-302026-07-28

GBTC GRAYSCALE24.6K shares5.57%2026-06-302026-07-28

LMUB ISHARES21.9K shares0.00%2026-06-302026-07-28

TMUS T-MOBILE US INC6.7K shares-6.74%2026-06-302026-07-28

DCI DONALDSON CO INC12.4K shares-1.32%2026-06-302026-07-28

EXR EXTRA SPACE STORAGE7.6K shares-0.18%2026-06-302026-07-28

SMDV PROSHARES14.2K shares-1.05%2026-06-302026-07-28

Sponsored

ESGV VANGUARD8.3K shares-10.80%2026-06-302026-07-28

OBDC BLUE OWL CAPITAL CORP100.5K shares12.58%2026-06-302026-07-28

CMI CUMMINS INC1.5K shares-10.76%2026-06-302026-07-28

ESGE ISHARES19.8K shares3.33%2026-06-302026-07-28

VLO VALERO ENERGY CORP4.2K shares-8.77%2026-06-302026-07-28

WRB BERKLEY W R CORP15.3K shares-9.18%2026-06-302026-07-28

SHEL SHELL PLC13.9K shares7.94%2026-06-302026-07-28

SNOWFLAKE INC SNOWFLAKE INC4.2K shares-21.18%2026-06-302026-07-28

Sponsored

LQD ISHARES IBOXX9.8K shares-3.97%2026-06-302026-07-28

FTSL FIRST TRUST23.7K shares19.15%2026-06-302026-07-28

NDSN NORDSON CORP3.5K shares-4.48%2026-06-302026-07-28

ETR ENTERGY CORP9.1K shares17.79%2026-06-302026-07-28

IXUS ISHARES10.9K shares-17.39%2026-06-302026-07-28

MAS MASCO CORP12.8K shares-1.65%2026-06-302026-07-28

PMT PENNYMAC MORTGAGE92.1K shares1.62%2026-06-302026-07-28

AVUV AVANTIS8.3K shares-11.53%2026-06-302026-07-28

Sponsored

TEMA TEMA34.0K sharesnew addition2026-06-302026-07-28

NJR NEW JERSEY RESOURCES18.4K shares-3.00%2026-06-302026-07-28

THW ABRDN WORLD HEALTHCARE76.8K shares-1.13%2026-06-302026-07-28

RACE FERRARI NV2.8K shares4.20%2026-06-302026-07-28

STRATEGY INC STRATEGY INC11.7K shares-2.21%2026-06-302026-07-28

HQH ABRDN HEALTHCARE46.1K shares36.49%2026-06-302026-07-28

BNDX VANGUARD TOTAL INTL BOND20.9K shares-15.34%2026-06-302026-07-28

CSM PROSHARES11.8K shares-7.34%2026-06-302026-07-28

Sponsored

GVI ISHARES9.5K shares1.16%2026-06-302026-07-28

DGRW WISDOMTREE10.5K shares0.04%2026-06-302026-07-28

PNC PNC FINANCIAL SERVICES4.1K shares0.54%2026-06-302026-07-28

SPG SIMON PROPERTY GROUP4.5K shares-16.38%2026-06-302026-07-28

DEXCOM INC DEXCOM INC14.9K shares9.68%2026-06-302026-07-28

TROW T ROWE PRICE GROUP INC8.8K shares-2.97%2026-06-302026-07-28

FT VEST LADDERED FT VEST LADDERED48.7K sharesnew addition2026-06-302026-07-28

NKX NUVEEN CALIFORNIA79.6K shares3.45%2026-06-302026-07-28

Sponsored

MFC MANULIFE FINANCIAL CORP24.6K shares-1.30%2026-06-302026-07-28

SPTM STATE STREET SPDR10.9K shares0.03%2026-06-302026-07-28

EEM ISHARES14.4K shares14.58%2026-06-302026-07-28

SLB SLB LTD21.2K shares-25.41%2026-06-302026-07-28

CMG CHIPOTLE MEXICAN GRILL28.9K shares69.10%2026-06-302026-07-28

ISHARES ISHARES9.9K shares-16.66%2026-06-302026-07-28

RLI R L I CORP16.6K shares-11.25%2026-06-302026-07-28

CDNS CADENCE DESIGN2.6K shares57.33%2026-06-302026-07-28

Sponsored

WLDN WILLDAN GROUP INC12.4K shares103.83%2026-06-302026-07-28

BRO BROWN & BROWN INC15.2K shares12.88%2026-06-302026-07-28

USA LIBERTY ALL-STAR EQUITY167.7K shares11.00%2026-06-302026-07-28

TRAVELERS COS INC TRAVELERS COS INC2.9K shares15.87%2026-06-302026-07-28

TTC TORO CO9.9K shares-1.87%2026-06-302026-07-28

ICE INTERCONTINENTAL7.8K shares24.75%2026-06-302026-07-28

ELM ELM32.6K shares25.11%2026-06-302026-07-28

CWI STATE STREET23.4K shares10.53%2026-06-302026-07-28

Sponsored

RWT REDWOOD TRUST INC200.5K shares-1.79%2026-06-302026-07-28

ARKX ARK27.8K shares6.80%2026-06-302026-07-28

GPIX GOLDMAN SACHS17.0K shares40.68%2026-06-302026-07-28

USFR WISDOMTREE18.8K shares-9.97%2026-06-302026-07-28

VOO

VANGUARD S&P 500

-0.28%

Shares598.8K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-1.94%

Shares968.3K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORP

-0.69%

Shares926.9K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORP

-0.48%

Shares115.8K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON.COM INC

-0.44%

Shares451.3K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO

-0.34%

Shares120.5K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-0.87%

Shares237.2K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-0.37%

Shares174.0K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

0.73%

Shares131.1K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES

-18.48%

Shares73.8K

Event2026-06-30

Filed2026-07-28

STATE STREET SPDR

-1.93%

Shares57.3K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

-0.10%

Shares86.2K

Event2026-06-30

Filed2026-07-28

SGOV

ISHARES

-6.60%

Shares325.5K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-1.18%

Shares58.1K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

0.28%

Shares82.3K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

-3.68%

Shares89.2K

Event2026-06-30

Filed2026-07-28

ISHARES

7.18%

Shares35.5K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

-8.37%

Shares73.0K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC

-3.69%

Shares49.1K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

0.95%

Shares22.4K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

11.74%

Shares20.5K

Event2026-06-30

Filed2026-07-28

BSTZ

BLACKROCK SCIENCE &

16.25%

Shares763.9K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

1.08%

Shares18.6K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

0.35%

Shares88.3K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES

0.90%

Shares186.2K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORP

0.57%

Shares130.8K

Event2026-06-30

Filed2026-07-28

VISA INC

-3.88%

Shares62.6K

Event2026-06-30

Filed2026-07-28

WDC

WESTERN DIGITAL CORP

-19.22%

Shares33.5K

Event2026-06-30

Filed2026-07-28

CISCO SYSTEMS INC

-4.04%

Shares179.2K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-2.17%

Shares57.0K

Event2026-06-30

Filed2026-07-28

IBM

INTL BUSINESS MACHINES

0.43%

Shares68.2K

Event2026-06-30

Filed2026-07-28

CGDV

CAPITAL GROUP

6.01%

Shares355.6K

Event2026-06-30

Filed2026-07-28

VANGUARD TOTAL STOCK

1.54%

Shares46.1K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD VALUE ETF

2.65%

Shares76.4K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

-2.08%

Shares63.9K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP XXX

-1.60%

Shares118.5K

Event2026-06-30

Filed2026-07-28

DIA

STATE STREET

0.50%

Shares30.1K

Event2026-06-30

Filed2026-07-28

SNDK

SANDISK CORP

-37.17%

Shares6.7K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

-1.99%

Shares132.7K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA LLC

1.90%

Shares12.6K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMERICA CORP

-3.81%

Shares243.2K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

-5.17%

Shares98.9K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

2.65%

Shares92.5K

Event2026-06-30

Filed2026-07-28

MASTERCARD INC

-2.99%

Shares25.0K

Event2026-06-30

Filed2026-07-28

JEPI

JPMORGAN

6.94%

Shares223.1K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR

5.52%

Shares26.2K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP

894.43%

Shares39.6K

Event2026-06-30

Filed2026-07-28

BOEING COMPANY

0.83%

Shares54.8K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

-8.76%

Shares63.8K

Event2026-06-30

Filed2026-07-28

XLK

STATE STREET TECHNOLOGY

-2.74%

Shares61.8K

Event2026-06-30

Filed2026-07-28

NETFLIX INC

-5.52%

Shares164.5K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

-0.05%

Shares31.0K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

2.81%

Shares78.6K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

5.02%

Shares72.0K

Event2026-06-30

Filed2026-07-28

RTX CORP

-2.31%

Shares55.4K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HOLDINGS INC

-5.74%

Shares13.6K

Event2026-06-30

Filed2026-07-28

SMH

VANECK

-3.53%

Shares15.4K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TRUST

-3.05%

Shares27.2K

Event2026-06-30

Filed2026-07-28

IVES

DAN IVES WEDBUSH

-71.40%

Shares262.2K

Event2026-06-30

Filed2026-07-28

AMRK

GOLD.COM INC

-5.04%

Shares237.8K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-15.26%

Shares23.5K

Event2026-06-30

Filed2026-07-28

AOM

ISHARES

1941.10%

Shares193.7K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

4.12%

Shares9.5K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD

484.69%

Shares110.5K

Event2026-06-30

Filed2026-07-28

COCA-COLA COMPANY

0.26%

Shares115.8K

Event2026-06-30

Filed2026-07-28

APPLIED MATERIALS INC

18.74%

Shares12.7K

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS LLC

38.63%

Shares27.3K

Event2026-06-30

Filed2026-07-28

BUCK

SIMPLIFY

27.67%

Shares380.1K

Event2026-06-30

Filed2026-07-28

DIS

WALT DISNEY CO

-2.94%

Shares90.7K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD

-12.15%

Shares117.2K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

2.15%

Shares23.4K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

4.44%

Shares19.0K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

-3.68%

Shares30.2K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD

-3.05%

Shares135.7K

Event2026-06-30

Filed2026-07-28

TCAF

T ROWE PRICE

12.14%

Shares192.7K

Event2026-06-30

Filed2026-07-28

CHUBB LTD

-1.62%

Shares22.3K

Event2026-06-30

Filed2026-07-28

VONG

VANGUARD RUSSELL 1000

-7.17%

Shares58.2K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

9.82%

Shares28.9K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

-9.53%

Shares21.6K

Event2026-06-30

Filed2026-07-28

PPA

INVESCO

-2.43%

Shares40.8K

Event2026-06-30

Filed2026-07-28

SRLN

STATE STREET

18.14%

Shares171.6K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS

-3.44%

Shares162.8K

Event2026-06-30

Filed2026-07-28

RDVY

FIRST TRUST

10.43%

Shares84.9K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

3.14%

Shares78.1K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & COMPANY INC

-5.96%

Shares52.0K

Event2026-06-30

Filed2026-07-28

BUFD

FIRST TRUST VEST

-5.53%

Shares222.1K

Event2026-06-30

Filed2026-07-28

FTCS

FIRST TRUST

-9.30%

Shares68.1K

Event2026-06-30

Filed2026-07-28

MINT

PIMCO

2.42%

Shares63.3K

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

-3.46%

Shares16.0K

Event2026-06-30

Filed2026-07-28

CIBR

FIRST TRUST

-1.26%

Shares69.5K

Event2026-06-30

Filed2026-07-28

SHV

ISHARES

-4.58%

Shares56.5K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB

1.28%

Shares195.9K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD INFORMATION

940.51%

Shares51.3K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD

18.44%

Shares71.3K

Event2026-06-30

Filed2026-07-28

UNP

UNION PACIFIC CORP

5.17%

Shares22.4K

Event2026-06-30

Filed2026-07-28

FEGE

FIRST EAGLE

-1.47%

Shares122.2K

Event2026-06-30

Filed2026-07-28

AIRR

FIRST TRUST

5.02%

Shares44.8K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

0.35%

Shares13.9K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

2.69%

Shares65.2K

Event2026-06-30

Filed2026-07-28

GRID

FIRST TRUST

28.88%

Shares30.8K

Event2026-06-30

Filed2026-07-28

FTLS

FIRST TRUST

-0.38%

Shares79.5K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

-0.20%

Shares14.6K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO

2.88%

Shares26.3K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

-1.56%

Shares41.1K

Event2026-06-30

Filed2026-07-28

BIL

STATE STREET

18.70%

Shares60.5K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES

0.31%

Shares36.6K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

-0.24%

Shares14.4K

Event2026-06-30

Filed2026-07-28

NOBL

PROSHARES

94.94%

Shares95.6K

Event2026-06-30

Filed2026-07-28

PPIH

PERMA PIPE INTL HOLDINGS

0.28%

Shares196.9K

Event2026-06-30

Filed2026-07-28

BUFR

FIRST TRUST VEST

-8.58%

Shares146.5K

Event2026-06-30

Filed2026-07-28

STATE STREET UTILS

-4.26%

Shares118.1K

Event2026-06-30

Filed2026-07-28

DEERE & CO

-0.13%

Shares8.2K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC

-2.55%

Shares34.1K

Event2026-06-30

Filed2026-07-28

BKLN

INVESCO

8.61%

Shares253.4K

Event2026-06-30

Filed2026-07-28

USB

U S BANCORP DE

6.06%

Shares84.5K

Event2026-06-30

Filed2026-07-28

SEAGATE TECHNOLOGY

24.41%

Shares5.3K

Event2026-06-30

Filed2026-07-28

SPACE EXPLORATION

New

Shares29.8K

Event2026-06-30

Filed2026-07-28

JPMORGAN

8.15%

Shares82.5K

Event2026-06-30

Filed2026-07-28

FDL

FIRST TRUST

-13.98%

Shares104.0K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK FDG INC

-0.25%

Shares5.3K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES

359.64%

Shares40.7K

Event2026-06-30

Filed2026-07-28

COWZ

PACER

-1.87%

Shares79.0K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

-2.08%

Shares202.4K

Event2026-06-30

Filed2026-07-28

MTBA

SIMPLIFY

37.22%

Shares99.0K

Event2026-06-30

Filed2026-07-28

FAD

FIRST TRUST

-3.84%

Shares24.1K

Event2026-06-30

Filed2026-07-28

PSX

PHILLIPS 66

-0.47%

Shares28.4K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

20.31%

Shares16.1K

Event2026-06-30

Filed2026-07-28

VANGUARD SMALL CAP ETF

-1.66%

Shares15.6K

Event2026-06-30

Filed2026-07-28

TLT

ISHARES

4.42%

Shares54.6K

Event2026-06-30

Filed2026-07-28

LMBS

FIRST TRUST

-0.82%

Shares94.6K

Event2026-06-30

Filed2026-07-28

BST

BLACKROCK SCIENCE &

5.07%

Shares92.3K

Event2026-06-30

Filed2026-07-28

NKE

NIKE INC

52.37%

Shares113.6K

Event2026-06-30

Filed2026-07-28

STATE STREET SPDR PORT

7.60%

Shares52.3K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

5.62%

Shares9.0K

Event2026-06-30

Filed2026-07-28

VFMO

VANGUARD

26.36%

Shares17.9K

Event2026-06-30

Filed2026-07-28

SHW

SHERWIN WILLIAMS CO

-7.60%

Shares12.9K

Event2026-06-30

Filed2026-07-28

OEF

ISHARES

-8.39%

Shares11.9K

Event2026-06-30

Filed2026-07-28

UCON

FIRST TRUST

2.39%

Shares172.5K

Event2026-06-30

Filed2026-07-28

AFL

AFLAC INC

0.60%

Shares36.5K

Event2026-06-30

Filed2026-07-28

APUE

ACTIVEPASSIVE

1.01%

Shares92.1K

Event2026-06-30

Filed2026-07-28

FXL

FIRST TRUST

340.36%

Shares19.6K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

7.72%

Shares42.7K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

-13.44%

Shares51.3K

Event2026-06-30

Filed2026-07-28

BKNG

BOOKING HOLDINGS INC

2396.17%

Shares23.5K

Event2026-06-30

Filed2026-07-28

LIN

LINDE PLC

-4.26%

Shares8.1K

Event2026-06-30

Filed2026-07-28

XLE

STATE STREET

-5.30%

Shares78.2K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES

18.24%

Shares54.9K

Event2026-06-30

Filed2026-07-28

YEAR

-33.95%

Shares81.7K

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

5.04%

Shares52.1K

Event2026-06-30

Filed2026-07-28

CAIE

CALAMOS

30.71%

Shares148.7K

Event2026-06-30

Filed2026-07-28

SNPS

SYNOPSYS INC

6.94%

Shares9.0K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES

-1.69%

Shares13.3K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRUMENTS INC

-17.76%

Shares13.3K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL MYERS SQUIBB

-2.16%

Shares68.5K

Event2026-06-30

Filed2026-07-28

DYNF

ISHARES

9.89%

Shares57.7K

Event2026-06-30

Filed2026-07-28

NVO

NOVO NORDISK AS

-1.40%

Shares81.7K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

-14.40%

Shares37.6K

Event2026-06-30

Filed2026-07-28

AT&T INC

-7.73%

Shares184.5K

Event2026-06-30

Filed2026-07-28

REALTY INCOME CORP

10.65%

Shares61.3K

Event2026-06-30

Filed2026-07-28

ESGU

ISHARES

-0.59%

Shares22.9K

Event2026-06-30

Filed2026-07-28

PFF

ISHARES

0.05%

Shares123.1K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELECTRIC CO

5.14%

Shares26.2K

Event2026-06-30

Filed2026-07-28

AVEM

AVANTIS

5.39%

Shares38.5K

Event2026-06-30

Filed2026-07-28

XYLD

GLOBAL X

0.28%

Shares90.4K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES

-7.55%

Shares44.5K

Event2026-06-30

Filed2026-07-28

VBIL

VANGUARD

74.51%

Shares48.4K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO

9.87%

Shares12.1K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES

-1.05%

Shares33.8K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD

0.90%

Shares37.6K

Event2026-06-30

Filed2026-07-28

DVY

ISHARES

57.28%

Shares23.1K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES

-1.23%

Shares46.6K

Event2026-06-30

Filed2026-07-28

XLI

STATE STREET INDUSTRIAL

7.30%

Shares19.4K

Event2026-06-30

Filed2026-07-28

XLG

INVESCO

0.42%

Shares58.3K

Event2026-06-30

Filed2026-07-28

NOC

NORTHROP GRUMMAN CORP

8.37%

Shares6.9K

Event2026-06-30

Filed2026-07-28

THQ

ABRDN HEALTHCARE

8.23%

Shares187.8K

Event2026-06-30

Filed2026-07-28

AIVC

AMPLIFY

-4.51%

Shares29.7K

Event2026-06-30

Filed2026-07-28

WEC

WEC ENERGY GROUP INC

-3.83%

Shares29.1K

Event2026-06-30

Filed2026-07-28

MELI

MERCADOLIBRE INC

-0.35%

Shares2.0K

Event2026-06-30

Filed2026-07-28

EPD

ENTERPRISE PRODUCTS

-0.78%

Shares91.4K

Event2026-06-30

Filed2026-07-28

FICS

FIRST TRUST

-1.67%

Shares80.1K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WORKS INC

-1.14%

Shares12.4K

Event2026-06-30

Filed2026-07-28

QYLD

GLOBAL X

1.91%

Shares180.8K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COMPANIES INC

-13.80%

Shares15.0K

Event2026-06-30

Filed2026-07-28

VANGUARD MID CAP ETF

283.56%

Shares40.9K

Event2026-06-30

Filed2026-07-28

GWW

GRAINGER W W INC

0.38%

Shares2.4K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

3.91%

Shares25.1K

Event2026-06-30

Filed2026-07-28

WASTE MANAGEMENT INC

-0.11%

Shares14.2K

Event2026-06-30

Filed2026-07-28

APD

AIR PRODUCTS & CHEMICALS

-7.08%

Shares10.6K

Event2026-06-30

Filed2026-07-28

YYY

AMPLIFY

12.86%

Shares267.0K

Event2026-06-30

Filed2026-07-28

NLR

VANECK

20.07%

Shares26.5K

Event2026-06-30

Filed2026-07-28

BLACKSTONE INC

4.62%

Shares26.0K

Event2026-06-30

Filed2026-07-28

VTHR

VANGUARD RUSSELL 3000

-1.84%

Shares9.2K

Event2026-06-30

Filed2026-07-28

PVAL

PUTNAM

159.26%

Shares59.5K

Event2026-06-30

Filed2026-07-28

XLF

STATE STREET

-3.41%

Shares56.4K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

9.69%

Shares6.9K

Event2026-06-30

Filed2026-07-28

QUANTA SERVICES INC

1.12%

Shares4.1K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

-6.96%

Shares41.2K

Event2026-06-30

Filed2026-07-28

KMI

KINDER MORGAN INC DE

-0.82%

Shares92.5K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

-11.67%

Shares18.8K

Event2026-06-30

Filed2026-07-28

VTEC

VANGUARD

11.42%

Shares29.3K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELECTRIC POWER

-5.22%

Shares21.5K

Event2026-06-30

Filed2026-07-28

TRANE TECHNOLOGIES PLC

-2.43%

Shares6.0K

Event2026-06-30

Filed2026-07-28

FREEPORT MCMORAN INC

-5.04%

Shares46.4K

Event2026-06-30

Filed2026-07-28

ALL

ALLSTATE CORP

8.81%

Shares12.1K

Event2026-06-30

Filed2026-07-28

UMH

UMH PROPERTIES INC

1.19%

Shares190.0K

Event2026-06-30

Filed2026-07-28

ULTA BEAUTY INC

-1.54%

Shares6.3K

Event2026-06-30

Filed2026-07-28

ENERGY TRANSFER

2.66%

Shares147.5K

Event2026-06-30

Filed2026-07-28

FWD

-6.55%

Shares19.0K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

3.00%

Shares21.5K

Event2026-06-30

Filed2026-07-28

XLV

STATE STREET

-0.56%

Shares17.7K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

17.99%

Shares15.5K

Event2026-06-30

Filed2026-07-28

RDVI

FIRST TRUST VEST

12.06%

Shares94.8K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES

4.45%

Shares11.5K

Event2026-06-30

Filed2026-07-28

QTEC

FIRST TRUST

-2.01%

Shares8.3K

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP

14.74%

Shares15.7K

Event2026-06-30

Filed2026-07-28

ABRDN TOTAL DYNAMIC

2.88%

Shares267.4K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES

-7.97%

Shares33.0K

Event2026-06-30

Filed2026-07-28

TEL

TE CONNECTIVITY PLC

0.71%

Shares13.4K

Event2026-06-30

Filed2026-07-28

MDLZ

MONDELEZ INTERNATIONAL

-0.79%

Shares46.6K

Event2026-06-30

Filed2026-07-28

S&P GLOBAL INC

11.03%

Shares6.5K

Event2026-06-30

Filed2026-07-28

VANECK

-28.73%

Shares35.3K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

0.47%

Shares36.9K

Event2026-06-30

Filed2026-07-28

VTEB

VANGUARD

22.75%

Shares52.4K

Event2026-06-30

Filed2026-07-28

MTUM

ISHARES

-1.46%

Shares7.6K

Event2026-06-30

Filed2026-07-28

3M COMPANY

10.70%

Shares15.9K

Event2026-06-30

Filed2026-07-28

VANGUARD TOTAL WORLD

-4.41%

Shares16.3K

Event2026-06-30

Filed2026-07-28

ASML

ASML HOLDING NV

11.47%

Shares1.3K

Event2026-06-30

Filed2026-07-28

HSBC

HSBC HOLDINGS PLC

-2.71%

Shares26.8K

Event2026-06-30

Filed2026-07-28

CEG

CONSTELLATION ENERGY

6.60%

Shares10.2K

Event2026-06-30

Filed2026-07-28

IDV

ISHARES

1.27%

Shares61.1K

Event2026-06-30

Filed2026-07-28

SLV

ISHARES

1.20%

Shares47.1K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD

15.49%

Shares10.6K

Event2026-06-30

Filed2026-07-28

CTAS

CINTAS CORP

13.23%

Shares14.6K

Event2026-06-30

Filed2026-07-28

FVD

FIRST TRUST

-3.66%

Shares51.5K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

-3.54%

Shares23.7K

Event2026-06-30

Filed2026-07-28

AWK

AMERICAN WATER WORKS

1.48%

Shares18.5K

Event2026-06-30

Filed2026-07-28

MSGS

MADISON SQUARE GARDEN

-13.73%

Shares6.0K

Event2026-06-30

Filed2026-07-28

JPST

JPMORGAN

-16.97%

Shares47.8K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA

4.07%

Shares10.7K

Event2026-06-30

Filed2026-07-28

TDIV

FIRST TRUST

-4.94%

Shares20.9K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES

1.72%

Shares23.1K

Event2026-06-30

Filed2026-07-28

SPYD

STATE STREET

-5.12%

Shares50.1K

Event2026-06-30

Filed2026-07-28

VST

VISTRA CORP

19.39%

Shares15.0K

Event2026-06-30

Filed2026-07-28

TBIL

F/M U S TREASURY

14.67%

Shares47.6K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS

-12.41%

Shares4.7K

Event2026-06-30

Filed2026-07-28

EFV

ISHARES

-11.99%

Shares30.5K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL SERVICE

-10.73%

Shares21.7K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES

-1.41%

Shares16.9K

Event2026-06-30

Filed2026-07-28

FDX

FEDEX CORP

1.56%

Shares7.4K

Event2026-06-30

Filed2026-07-28

FIRST TRUST

-2.38%

Shares30.6K

Event2026-06-30

Filed2026-07-28

SOUTHERN COMPANY

-4.45%

Shares24.2K

Event2026-06-30

Filed2026-07-28

AGM

FEDL AGRICULTURAL

0.99%

Shares11.6K

Event2026-06-30

Filed2026-07-28

BOXX

ALPHA ARCHITECT

10.03%

Shares19.7K

Event2026-06-30

Filed2026-07-28

XEL

XCEL ENERGY INC

-0.87%

Shares28.5K

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC

New

Shares10.2K

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC

New

Shares10.3K

Event2026-06-30

Filed2026-07-28

DFAS

DIMENSIONAL

104.77%

Shares27.5K

Event2026-06-30

Filed2026-07-28

APCB

ACTIVEPASSIVE

1.32%

Shares76.9K

Event2026-06-30

Filed2026-07-28

BDX

BECTON DICKINSON & CO

12.10%

Shares14.9K

Event2026-06-30

Filed2026-07-28

CGMU

CAPITAL GROUP

30.14%

Shares82.1K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP

-7.72%

Shares17.8K

Event2026-06-30

Filed2026-07-28

UTF

COHEN & STEERS

6.22%

Shares80.0K

Event2026-06-30

Filed2026-07-28

CARR

CARRIER GLOBAL CORP

-1.33%

Shares30.0K

Event2026-06-30

Filed2026-07-28

AXON

AXON ENTERPRISE INC

-0.33%

Shares3.9K

Event2026-06-30

Filed2026-07-28

BANK NEW YORK MELLON

-3.90%

Shares15.1K

Event2026-06-30

Filed2026-07-28

YUM

YUM BRANDS INC

-2.95%

Shares13.6K

Event2026-06-30

Filed2026-07-28

URI

UNITED RENTALS INC

-25.85%

Shares1.9K

Event2026-06-30

Filed2026-07-28

COLGATE-PALMOLIVE

11.97%

Shares23.7K

Event2026-06-30

Filed2026-07-28

ALLW

STATE STREET BRIDGEWATER

11.70%

Shares74.1K

Event2026-06-30

Filed2026-07-28

ISPY

PROSHARES

20.05%

Shares44.9K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

-5.62%

Shares10.3K

Event2026-06-30

Filed2026-07-28

HYLS

FIRST TRUST

-12.03%

Shares52.9K

Event2026-06-30

Filed2026-07-28

IGV

ISHARES

28.55%

Shares23.8K

Event2026-06-30

Filed2026-07-28

AIO

VIRTUS

-1.30%

Shares75.8K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD SMALL CAP

19.27%

Shares5.8K

Event2026-06-30

Filed2026-07-28

GOF

GUGGENHEIM STRATEGIC

3.64%

Shares192.1K

Event2026-06-30

Filed2026-07-28

EWBC

EAST WEST BANCORP INC

5.61%

Shares16.2K

Event2026-06-30

Filed2026-07-28

FTEC

FIDELITY

-1.02%

Shares7.2K

Event2026-06-30

Filed2026-07-28

RITM

RITHM CAPITAL CORP

-2.30%

Shares218.5K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD

8.01%

Shares13.0K

Event2026-06-30

Filed2026-07-28

FENI

FIDELITY

7.56%

Shares50.8K

Event2026-06-30

Filed2026-07-28

IXN

ISHARES

28.71%

Shares14.1K

Event2026-06-30

Filed2026-07-28

CTAP

SIMPLIFY

86.90%

Shares77.1K

Event2026-06-30

Filed2026-07-28

WMB

WILLIAMS COS INC

16.98%

Shares27.2K

Event2026-06-30

Filed2026-07-28

JOHNSON CONTROLS INTL

-2.43%

Shares13.8K

Event2026-06-30

Filed2026-07-28

CMF

ISHARES

5.14%

Shares35.0K

Event2026-06-30

Filed2026-07-28

NEM

NEWMONT CORP

0.01%

Shares21.6K

Event2026-06-30

Filed2026-07-28

SOXX

ISHARES

28.24%

Shares3.1K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

-7.87%

Shares17.6K

Event2026-06-30

Filed2026-07-28

ENB

ENBRIDGE INC

2.37%

Shares36.9K

Event2026-06-30

Filed2026-07-28

COF

CAPITAL ONE

-4.89%

Shares10.0K

Event2026-06-30

Filed2026-07-28

FCNCA

FIRST CITIZENS BANCSHARE

-1.55%

Shares954

Event2026-06-30

Filed2026-07-28

AVDE

AVANTIS

-0.40%

Shares22.0K

Event2026-06-30

Filed2026-07-28

XLY

STATE STREET

-1.83%

Shares16.5K

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES

-11.86%

Shares6.6K

Event2026-06-30

Filed2026-07-28

SDVY

FIRST TRUST

-39.44%

Shares44.6K

Event2026-06-30

Filed2026-07-28

WLFC

WILLIS LEASE FINANCE

-3.78%

Shares8.4K

Event2026-06-30

Filed2026-07-28

ROUNDHILL

New

Shares25.8K

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORP

-8.46%

Shares6.1K

Event2026-06-30

Filed2026-07-28

AER

AERCAP HOLDINGS N V

-0.67%

Shares13.0K

Event2026-06-30

Filed2026-07-28

AMT

AMERICAN TOWER CORP NEW

10.27%

Shares11.6K

Event2026-06-30

Filed2026-07-28

EWY

ISHARES

New

Shares9.3K

Event2026-06-30

Filed2026-07-28

ITA

ISHARES

-1.24%

Shares7.8K

Event2026-06-30

Filed2026-07-28

ORLY

O REILLY AUTOMOTIVE INC

0.51%

Shares20.5K

Event2026-06-30

Filed2026-07-28

CGHM

CAPITAL GROUP

2.95%

Shares72.8K

Event2026-06-30

Filed2026-07-28

LVHI

FRANKLIN

3.44%

Shares46.4K

Event2026-06-30

Filed2026-07-28

CME

CME GROUP INC CL A

-9.11%

Shares8.5K

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES

-2.41%

Shares55.9K

Event2026-06-30

Filed2026-07-28

SFY

SOFI

0.19%

Shares12.4K

Event2026-06-30

Filed2026-07-28

BSV

VANGUARD SHORT TERM

-1.14%

Shares23.6K

Event2026-06-30

Filed2026-07-28

ETY

EATON VANCE TAX

-0.43%

Shares126.3K

Event2026-06-30

Filed2026-07-28

ROK

ROCKWELL AUTOMATION INC

12.04%

Shares3.7K

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER

1.49%

Shares3.6K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

2.47%

Shares37.9K

Event2026-06-30

Filed2026-07-28

ZROZ

PIMCO

-52.55%

Shares27.9K

Event2026-06-30

Filed2026-07-28

HEFA

ISHARES

34.40%

Shares38.1K

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP CL A

11.75%

Shares72.7K

Event2026-06-30

Filed2026-07-28

PAVE

GLOBAL X

6.64%

Shares30.2K

Event2026-06-30

Filed2026-07-28

APIE

ACTIVEPASSIVE

1.40%

Shares45.7K

Event2026-06-30

Filed2026-07-28

VRP

INVESCO

-1.13%

Shares72.3K

Event2026-06-30

Filed2026-07-28

SPHQ

INVESCO

-0.70%

Shares19.4K

Event2026-06-30

Filed2026-07-28

KNGZ

FIRST TRUST

New

Shares43.4K

Event2026-06-30

Filed2026-07-28

SIXG

DEFIANCE

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-28

MPC

MARATHON PETROLEUM CORP

-8.12%

Shares6.7K

Event2026-06-30

Filed2026-07-28

MDY

SPDR S&P MID CAP 400 ETF

0.25%

Shares2.4K

Event2026-06-30

Filed2026-07-28

CGMS

CAPITAL GROUP

1.13%

Shares62.9K

Event2026-06-30

Filed2026-07-28

GRMN

GARMIN LTD

-0.84%

Shares7.2K

Event2026-06-30

Filed2026-07-28

EOG

EOG RESOURCES INC

3.79%

Shares13.2K

Event2026-06-30

Filed2026-07-28

BIZD

VANECK

-3.63%

Shares133.9K

Event2026-06-30

Filed2026-07-28

ARES CAPITAL CORP

4.56%

Shares91.4K

Event2026-06-30

Filed2026-07-28

IDEXX LABORATORIES INC

5.53%

Shares3.2K

Event2026-06-30

Filed2026-07-28

NOVZ

TRUESHARES

-17.36%

Shares35.7K

Event2026-06-30

Filed2026-07-28

BILS

STATE STREET

-71.32%

Shares16.9K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD

-5.58%

Shares20.0K

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND

23.49%

Shares13.4K

Event2026-06-30

Filed2026-07-28

VGIT

VANGUARD INTERMEDIATE

-2.22%

Shares28.3K

Event2026-06-30

Filed2026-07-28

FDS

FACTSET RESEARCH SYSTEMS

5.98%

Shares7.2K

Event2026-06-30

Filed2026-07-28

ADOBE INC

-6.35%

Shares8.1K

Event2026-06-30

Filed2026-07-28

PAYX

PAYCHEX INC

-1.67%

Shares16.9K

Event2026-06-30

Filed2026-07-28

FTHY

FIRST TRUST

6.09%

Shares121.5K

Event2026-06-30

Filed2026-07-28

ALIBABA GROUP HOLDING

6.81%

Shares17.3K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

6.25%

Shares9.8K

Event2026-06-30

Filed2026-07-28

ISHARES

-27.91%

Shares17.2K

Event2026-06-30

Filed2026-07-28

SCIO

FIRST TRUST

120.22%

Shares79.7K

Event2026-06-30

Filed2026-07-28

FTSM

FIRST TRUST

-5.43%

Shares27.5K

Event2026-06-30

Filed2026-07-28

BUFY

FIRST TRUST VEST

17.51%

Shares70.2K

Event2026-06-30

Filed2026-07-28

CMS

CMS ENERGY CORP

8.38%

Shares21.1K

Event2026-06-30

Filed2026-07-28

HACK

AMPLIFY

1.87%

Shares15.3K

Event2026-06-30

Filed2026-07-28

SNA

SNAP ON INC

-6.44%

Shares4.0K

Event2026-06-30

Filed2026-07-28

QUAL

ISHARES

-25.70%

Shares7.3K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES

-8.48%

Shares12.7K

Event2026-06-30

Filed2026-07-28

MDIV

FIRST TRUST

-2.74%

Shares95.7K

Event2026-06-30

Filed2026-07-28

ROYAL BANK CANADA

1.10%

Shares7.6K

Event2026-06-30

Filed2026-07-28

KMB

KIMBERLY CLARK CORP

18.79%

Shares14.3K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

-0.19%

Shares17.0K

Event2026-06-30

Filed2026-07-28

ALERIAN MLP ETF

5.90%

Shares30.1K

Event2026-06-30

Filed2026-07-28

TSCO

TRACTOR SUPPLY CO

552.29%

Shares49.0K

Event2026-06-30

Filed2026-07-28

OKLO

OKLO INC

6.48%

Shares29.6K

Event2026-06-30

Filed2026-07-28

XYL

XYLEM INC

31.22%

Shares13.1K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES

-14.02%

Shares6.8K

Event2026-06-30

Filed2026-07-28

SRE

SEMPRA

-1.00%

Shares16.6K

Event2026-06-30

Filed2026-07-28

STRL

STERLING INFRASTRUCTURE

-37.85%

Shares1.8K

Event2026-06-30

Filed2026-07-28

ETV

EATON VANCE TAX

-0.70%

Shares101.8K

Event2026-06-30

Filed2026-07-28

SIMO

SILICON MOTION

-6.38%

Shares4.5K

Event2026-06-30

Filed2026-07-28

SPYG

STATE STREET

-5.14%

Shares12.6K

Event2026-06-30

Filed2026-07-28

ATR

APTARGROUP INC

180.86%

Shares11.8K

Event2026-06-30

Filed2026-07-28

DFAC

DIMENSIONAL

-0.74%

Shares33.4K

Event2026-06-30

Filed2026-07-28

CONSTELLATION BRANDS

15.67%

Shares10.6K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

-3.41%

Shares2.0K

Event2026-06-30

Filed2026-07-28

ECL

ECOLAB INC

-5.49%

Shares5.3K

Event2026-06-30

Filed2026-07-28

VANGUARD LARGE CAP ETF

-8.52%

Shares4.3K

Event2026-06-30

Filed2026-07-28

HOOD

ROBINHOOD MARKETS INC

-22.60%

Shares14.6K

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

-10.99%

Shares1.5K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP

3.11%

Shares14.2K

Event2026-06-30

Filed2026-07-28

PDO

PIMCO DYNAMIC INCOME

11.12%

Shares110.4K

Event2026-06-30

Filed2026-07-28

UTG

REAVES UTILITY INCOME

-4.31%

Shares35.8K

Event2026-06-30

Filed2026-07-28

IYW

ISHARES

-0.64%

Shares5.8K

Event2026-06-30

Filed2026-07-28

CCL

CARNIVAL CORP LTD

New

Shares50.8K

Event2026-06-30

Filed2026-07-28

INTU

INTUIT INC

5.86%

Shares5.5K

Event2026-06-30

Filed2026-07-28

IEF

ISHARES

8.01%

Shares15.3K

Event2026-06-30

Filed2026-07-28

RIO

RIO TINTO PLC

29.03%

Shares15.2K

Event2026-06-30

Filed2026-07-28

PLD

PROLOGIS INC

-1.55%

Shares10.6K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES

-21.24%

Shares8.7K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD TOTAL BOND

-18.70%

Shares19.4K

Event2026-06-30

Filed2026-07-28

BRHY

ISHARES

17.23%

Shares27.8K

Event2026-06-30

Filed2026-07-28

FTNT

FORTINET INC

-6.50%

Shares9.2K

Event2026-06-30

Filed2026-07-28

JAAA

JANUS HENDERSON

28.75%

Shares28.0K

Event2026-06-30

Filed2026-07-28

IUSB

ISHARES

26.06%

Shares30.5K

Event2026-06-30

Filed2026-07-28

GENERAL MOTORS CO

1.23%

Shares18.2K

Event2026-06-30

Filed2026-07-28

COR

CENCORA INC

4.75%

Shares5.0K

Event2026-06-30

Filed2026-07-28

MUC

BLACKROCK MUNIHOLDINGS

5.23%

Shares126.7K

Event2026-06-30

Filed2026-07-28

NAC

NUVEEN CALIFORNIA

-6.94%

Shares114.7K

Event2026-06-30

Filed2026-07-28

CGDG

CAPITAL GROUP

0.02%

Shares37.0K

Event2026-06-30

Filed2026-07-28

COHR

COHERENT CORP

5.33%

Shares3.5K

Event2026-06-30

Filed2026-07-28

ASTRAZENECA PLC

4.35%

Shares7.3K

Event2026-06-30

Filed2026-07-28

HWM

HOWMET AEROSPACE INC

9.84%

Shares5.1K

Event2026-06-30

Filed2026-07-28

GPIQ

GOLDMAN SACHS

264.09%

Shares22.9K

Event2026-06-30

Filed2026-07-28

EXPD

EXPEDITORS INTL WASH INC

-60.97%

Shares8.3K

Event2026-06-30

Filed2026-07-28

VOT

VANGUARD MID CAP

30.99%

Shares4.4K

Event2026-06-30

Filed2026-07-28

HSY

HERSHEY COMPANY

12.73%

Shares7.6K

Event2026-06-30

Filed2026-07-28

KNG

FIRST TRUST VEST

-7.60%

Shares26.4K

Event2026-06-30

Filed2026-07-28

RFMZ

RIVERNORTH FLEXIBLE

23.69%

Shares97.3K

Event2026-06-30

Filed2026-07-28

REGL

PROSHARES

-3.14%

Shares14.5K

Event2026-06-30

Filed2026-07-28

CLX

CLOROX COMPANY

12.19%

Shares13.9K

Event2026-06-30

Filed2026-07-28

FPX

FIRST TRUST

22.46%

Shares6.4K

Event2026-06-30

Filed2026-07-28

AEE

AMEREN CORP

-0.79%

Shares11.5K

Event2026-06-30

Filed2026-07-28

FPEI

FIRST TRUST

-2.00%

Shares67.4K

Event2026-06-30

Filed2026-07-28

TLTW

ISHARES

13.50%

Shares57.8K

Event2026-06-30

Filed2026-07-28

MOAT

VANECK

-7.58%

Shares12.4K

Event2026-06-30

Filed2026-07-28

APPLOVIN CORP

-15.14%

Shares2.5K

Event2026-06-30

Filed2026-07-28

VGK

VANGUARD

-25.73%

Shares14.5K

Event2026-06-30

Filed2026-07-28

CAH

CARDINAL HEALTH INC

2.88%

Shares5.4K

Event2026-06-30

Filed2026-07-28

ROST

ROSS STORES INC

-8.70%

Shares6.0K

Event2026-06-30

Filed2026-07-28

PDI

PIMCO DYNAMIC

3.08%

Shares75.4K

Event2026-06-30

Filed2026-07-28

DLN

WISDOMTREE

0.17%

Shares13.0K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD SMALL CAP VALUE

1.44%

Shares5.1K

Event2026-06-30

Filed2026-07-28

MBB

ISHARES

-3.82%

Shares13.2K

Event2026-06-30

Filed2026-07-28

EDWARDS LIFESCIENCES

1.38%

Shares13.7K

Event2026-06-30

Filed2026-07-28

EDF

VIRTUS STONE HARBOR

8.95%

Shares222.8K

Event2026-06-30

Filed2026-07-28

HIG

HARTFORD INSURANCE GROUP

1.40%

Shares9.4K

Event2026-06-30

Filed2026-07-28

VLUE

ISHARES

-5.83%

Shares6.2K

Event2026-06-30

Filed2026-07-28

TPR

TAPESTRY INC

-2.17%

Shares8.4K

Event2026-06-30

Filed2026-07-28

DATADOG INC

-5.02%

Shares4.7K

Event2026-06-30

Filed2026-07-28

SPHY

STATE STREET

1.82%

Shares52.2K

Event2026-06-30

Filed2026-07-28

WTV

WISDOMTREE

9.97%

Shares12.0K

Event2026-06-30

Filed2026-07-28

FRDM

FREEDOM

50.71%

Shares16.7K

Event2026-06-30

Filed2026-07-28

CIGNA GROUP

11.97%

Shares4.3K

Event2026-06-30

Filed2026-07-28

SYFI

-1.66%

Shares33.0K

Event2026-06-30

Filed2026-07-28

MORT

VANECK

4.19%

Shares113.5K

Event2026-06-30

Filed2026-07-28

MPLX

11.62%

Shares20.9K

Event2026-06-30

Filed2026-07-28

MDB

MONGODB INC

-6.11%

Shares3.5K

Event2026-06-30

Filed2026-07-28

BAI

ISHARES

-30.75%

Shares22.2K

Event2026-06-30

Filed2026-07-28

IREN

IREN LTD

3.85%

Shares25.5K

Event2026-06-30

Filed2026-07-28

VANGUARD RUSSELL 2000

6.55%

Shares9.6K

Event2026-06-30

Filed2026-07-28

TLN

TALEN ENERGY CORP

4.87%

Shares3.0K

Event2026-06-30

Filed2026-07-28

ROYAL CARIBBEAN

-17.92%

Shares3.6K

Event2026-06-30

Filed2026-07-28

PTA

COHEN & STEERS

-8.76%

Shares59.8K

Event2026-06-30

Filed2026-07-28

DLY

DOUBLELINE YIELD

-6.48%

Shares81.5K

Event2026-06-30

Filed2026-07-28

ALMU

AELUMA INC

New

Shares51.4K

Event2026-06-30

Filed2026-07-28

DSL

DOUBLELINE INCOME

12.21%

Shares102.6K

Event2026-06-30

Filed2026-07-28

GABELLI EQUITY TRUST INC

5.14%

Shares200.3K

Event2026-06-30

Filed2026-07-28

GBAB

GUGGENHEIM TAXABLE

10.05%

Shares78.0K

Event2026-06-30

Filed2026-07-28

GBTC

GRAYSCALE

5.57%

Shares24.6K

Event2026-06-30

Filed2026-07-28

LMUB

ISHARES

0.00%

Shares21.9K

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

-6.74%

Shares6.7K

Event2026-06-30

Filed2026-07-28

DCI

DONALDSON CO INC

-1.32%

Shares12.4K

Event2026-06-30

Filed2026-07-28

EXR

EXTRA SPACE STORAGE

-0.18%

Shares7.6K

Event2026-06-30

Filed2026-07-28

SMDV

PROSHARES

-1.05%

Shares14.2K

Event2026-06-30

Filed2026-07-28

ESGV

VANGUARD

-10.80%

Shares8.3K

Event2026-06-30

Filed2026-07-28

OBDC

BLUE OWL CAPITAL CORP

12.58%

Shares100.5K

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

-10.76%

Shares1.5K

Event2026-06-30

Filed2026-07-28

ESGE

ISHARES

3.33%

Shares19.8K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP

-8.77%

Shares4.2K

Event2026-06-30

Filed2026-07-28

WRB

BERKLEY W R CORP

-9.18%

Shares15.3K

Event2026-06-30

Filed2026-07-28

SHEL

SHELL PLC

7.94%

Shares13.9K

Event2026-06-30

Filed2026-07-28

SNOWFLAKE INC

-21.18%

Shares4.2K

Event2026-06-30

Filed2026-07-28

LQD

ISHARES IBOXX

-3.97%

Shares9.8K

Event2026-06-30

Filed2026-07-28

FTSL

FIRST TRUST

19.15%

Shares23.7K

Event2026-06-30

Filed2026-07-28

NDSN

NORDSON CORP

-4.48%

Shares3.5K

Event2026-06-30

Filed2026-07-28

ETR

ENTERGY CORP

17.79%

Shares9.1K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES

-17.39%

Shares10.9K

Event2026-06-30

Filed2026-07-28

MAS

MASCO CORP

-1.65%

Shares12.8K

Event2026-06-30

Filed2026-07-28

PMT

PENNYMAC MORTGAGE

1.62%

Shares92.1K

Event2026-06-30

Filed2026-07-28

AVUV

AVANTIS

-11.53%

Shares8.3K

Event2026-06-30

Filed2026-07-28

TEMA

New

Shares34.0K

Event2026-06-30

Filed2026-07-28

NJR

NEW JERSEY RESOURCES

-3.00%

Shares18.4K

Event2026-06-30

Filed2026-07-28

THW

ABRDN WORLD HEALTHCARE

-1.13%

Shares76.8K

Event2026-06-30

Filed2026-07-28

RACE

FERRARI NV

4.20%

Shares2.8K

Event2026-06-30

Filed2026-07-28

STRATEGY INC

-2.21%

Shares11.7K

Event2026-06-30

Filed2026-07-28

HQH

ABRDN HEALTHCARE

36.49%

Shares46.1K

Event2026-06-30

Filed2026-07-28

BNDX

VANGUARD TOTAL INTL BOND

-15.34%

Shares20.9K

Event2026-06-30

Filed2026-07-28

CSM

PROSHARES

-7.34%

Shares11.8K

Event2026-06-30

Filed2026-07-28

GVI

ISHARES

1.16%

Shares9.5K

Event2026-06-30

Filed2026-07-28

DGRW

WISDOMTREE

0.04%

Shares10.5K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINANCIAL SERVICES

0.54%

Shares4.1K

Event2026-06-30

Filed2026-07-28

SPG

SIMON PROPERTY GROUP

-16.38%

Shares4.5K

Event2026-06-30

Filed2026-07-28

DEXCOM INC

9.68%

Shares14.9K

Event2026-06-30

Filed2026-07-28

TROW

T ROWE PRICE GROUP INC

-2.97%

Shares8.8K

Event2026-06-30

Filed2026-07-28

FT VEST LADDERED

New

Shares48.7K

Event2026-06-30

Filed2026-07-28

NKX

NUVEEN CALIFORNIA

3.45%

Shares79.6K

Event2026-06-30

Filed2026-07-28

MFC

MANULIFE FINANCIAL CORP

-1.30%

Shares24.6K

Event2026-06-30

Filed2026-07-28

SPTM

STATE STREET SPDR

0.03%

Shares10.9K

Event2026-06-30

Filed2026-07-28

EEM

ISHARES

14.58%

Shares14.4K

Event2026-06-30

Filed2026-07-28

SLB

SLB LTD

-25.41%

Shares21.2K

Event2026-06-30

Filed2026-07-28

CMG

CHIPOTLE MEXICAN GRILL

69.10%

Shares28.9K

Event2026-06-30

Filed2026-07-28

ISHARES

-16.66%

Shares9.9K

Event2026-06-30

Filed2026-07-28

RLI

R L I CORP

-11.25%

Shares16.6K

Event2026-06-30

Filed2026-07-28

CDNS

CADENCE DESIGN

57.33%

Shares2.6K

Event2026-06-30

Filed2026-07-28

WLDN

WILLDAN GROUP INC

103.83%

Shares12.4K

Event2026-06-30

Filed2026-07-28

BRO

BROWN & BROWN INC

12.88%

Shares15.2K

Event2026-06-30

Filed2026-07-28

USA

LIBERTY ALL-STAR EQUITY

11.00%

Shares167.7K

Event2026-06-30

Filed2026-07-28

TRAVELERS COS INC

15.87%

Shares2.9K

Event2026-06-30

Filed2026-07-28

TTC

TORO CO

-1.87%

Shares9.9K

Event2026-06-30

Filed2026-07-28

ICE

INTERCONTINENTAL

24.75%

Shares7.8K

Event2026-06-30

Filed2026-07-28

ELM

25.11%

Shares32.6K

Event2026-06-30

Filed2026-07-28

CWI

STATE STREET

10.53%

Shares23.4K

Event2026-06-30

Filed2026-07-28

RWT

REDWOOD TRUST INC

-1.79%

Shares200.5K

Event2026-06-30

Filed2026-07-28

ARKX

ARK

6.80%

Shares27.8K

Event2026-06-30

Filed2026-07-28

GPIX

GOLDMAN SACHS

40.68%

Shares17.0K

Event2026-06-30

Filed2026-07-28

USFR

WISDOMTREE

-9.97%

Shares18.8K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available