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The Analysis of Wedmont Private Capital's Holdings & P&L

Currently, Wedmont Private Capital holds 949 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in N/A (+106.5K shares, valued at $39.7M), VEA (+531.7K shares, valued at $37.7M), VTEB (+580.2K shares, valued at $29.2M); decreased their positions in HNGE (-102.3K shares, valued at $9.1M), GOOG (-22.3K shares, valued at $7.9M), BOXX (-14.9K shares, valued at $1.7M); initiated new positions in RLI (+59.9K shares, valued at $3.6M), CHTR (+16.5K shares, valued at $2.2M), QQQM (+6.5K shares, valued at $1.9M).

1M P&L

-67.3M-2.24%

3M P&L

-17.3M-0.59%

HY P&L

+137.3M+4.89%

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/A1.9B

64.4%

2Semiconductors164.0M

5.4%

3Internet Content & Information103.4M

3.4%

Top Industries by Stock Count

1N/A252 stocks

29.9%

2Banks - Regional24 stocks

2.8%

3Software - Application22 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS5.3M shares11.22%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS581.8K shares22.41%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F3.6M shares8.86%2026-06-302026-07-13

VOO VANGUARD INDEX FDS205.6K shares5.94%2026-06-302026-07-13

ISHARES TR ISHARES TR1.2M shares2.64%2026-06-302026-07-13

VTC VANGUARD SCOTTSDALE FDS1.5M shares8.37%2026-06-302026-07-13

VTEB VANGUARD MUN BD FDS2.2M shares36.54%2026-06-302026-07-13

GOVT ISHARES TR4.7M shares6.90%2026-06-302026-07-13

Sponsored

NVDA NVIDIA CORPORATION497.9K shares10.02%2026-06-302026-07-13

AAPL APPLE INC301.9K shares5.78%2026-06-302026-07-13

IEMG ISHARES INC898.0K shares0.21%2026-06-302026-07-13

GOOGL ALPHABET INC146.4K shares-1.33%2026-06-302026-07-13

MUB ISHARES TR477.5K shares1.06%2026-06-302026-07-13

GOOG ALPHABET INC137.3K shares-13.97%2026-06-302026-07-13

AMZN AMAZON COM INC175.2K shares3.44%2026-06-302026-07-13

MSFT MICROSOFT CORP102.0K shares-4.01%2026-06-302026-07-13

Sponsored

BNDX VANGUARD CHARLOTTE FDS743.5K shares8.95%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC263.3K shares-0.80%2026-06-302026-07-13

BROADCOM INC BROADCOM INC79.5K shares3.78%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC45.4K shares-4.64%2026-06-302026-07-13

SCHF SCHWAB STRATEGIC TR1.1M shares5.76%2026-06-302026-07-13

VSS VANGUARD INTL EQUITY INDEX F177.6K shares-1.80%2026-06-302026-07-13

QQQ INVESCO QQQ TR35.9K shares-2.94%2026-06-302026-07-13

VXUS VANGUARD STAR FDS301.1K shares107.92%2026-06-302026-07-13

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VEU VANGUARD INTL EQUITY INDEX F304.7K shares60.74%2026-06-302026-07-13

VTEC VANGUARD CALIF TAX FREE FDS244.1K shares25.44%2026-06-302026-07-13

TSLA TESLA INC56.0K shares0.12%2026-06-302026-07-13

USHY ISHARES TR531.6K shares10.12%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL39.3K shares5.26%2026-06-302026-07-13

VO VANGUARD INDEX FDS237.5K shares301.75%2026-06-302026-07-13

LLY ELI LILLY & CO16.1K shares8.38%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO54.0K shares6.77%2026-06-302026-07-13

Sponsored

VB VANGUARD INDEX FDS60.2K shares0.27%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T23.3K shares4.54%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC17.2K shares16.78%2026-06-302026-07-13

SCHB SCHWAB STRATEGIC TR540.0K shares0.00%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC28.2K shares3.03%2026-06-302026-07-13

GEV GE VERNOVA INC14.0K shares2.17%2026-06-302026-07-13

VYMI VANGUARD WHITEHALL FDS138.8K shares0.54%2026-06-302026-07-13

VGT VANGUARD WORLD FD117.5K shares789.59%2026-06-302026-07-13

Sponsored

AVDV AMERICAN CENTY ETF TR130.2K shares17.39%2026-06-302026-07-13

VV VANGUARD INDEX FDS38.9K shares-0.30%2026-06-302026-07-13

WFC WELLS FARGO & CO154.3K shares6.87%2026-06-302026-07-13

VTV VANGUARD INDEX FDS60.9K shares-0.38%2026-06-302026-07-13

ISHARES TR ISHARES TR17.1K shares5.89%2026-06-302026-07-13

SCMB SCHWAB STRATEGIC TR494.5K shares0.08%2026-06-302026-07-13

AVUS AMERICAN CENTY ETF TR94.9K shares3.11%2026-06-302026-07-13

VISA INC VISA INC34.6K shares30.50%2026-06-302026-07-13

Sponsored

AVUV AMERICAN CENTY ETF TR96.1K shares22.96%2026-06-302026-07-13

VT VANGUARD INTL EQUITY INDEX F69.5K shares17.46%2026-06-302026-07-13

ABBVIE INC ABBVIE INC43.7K shares1.21%2026-06-302026-07-13

VIGI VANGUARD WHITEHALL FDS113.9K shares-10.80%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP74.3K shares9.79%2026-06-302026-07-13

SCHE SCHWAB STRATEGIC TR262.4K shares-0.81%2026-06-302026-07-13

CAT CATERPILLAR INC10.0K shares17.62%2026-06-302026-07-13

WMT WALMART INC80.8K shares5.44%2026-06-302026-07-13

Sponsored

ORACLE CORP ORACLE CORP65.1K shares0.08%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON34.1K shares-1.14%2026-06-302026-07-13

IDEV ISHARES TR95.6K shares2.06%2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC13.8K shares2.96%2026-06-302026-07-13

IJH ISHARES TR109.8K shares2.04%2026-06-302026-07-13

VXF VANGUARD INDEX FDS34.0K shares3.06%2026-06-302026-07-13

CMF ISHARES TR142.1K shares0.01%2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.106.9K shares0.21%2026-06-302026-07-13

Sponsored

VUG VANGUARD INDEX FDS87.7K shares496.86%2026-06-302026-07-13

RVMD REVOLUTION MEDICINES INC40.3K shares0.12%2026-06-302026-07-13

ITOT ISHARES TR44.5K shares-3.92%2026-06-302026-07-13

SCHD SCHWAB STRATEGIC TR222.1K shares120.96%2026-06-302026-07-13

SCHC SCHWAB STRATEGIC TR146.8K shares-2.85%2026-06-302026-07-13

SUB ISHARES TR65.9K shares377.43%2026-06-302026-07-13

SPMO INVESCO EXCH TRADED FD TR II45.3K shares97.48%2026-06-302026-07-13

GE GE AEROSPACE19.3K shares3.45%2026-06-302026-07-13

Sponsored

PM PHILIP MORRIS INTL INC36.5K shares14.21%2026-06-302026-07-13

IJR ISHARES TR45.5K shares9.80%2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC54.1K shares5.15%2026-06-302026-07-13

AVEM AMERICAN CENTY ETF TR69.3K shares40.79%2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS26.7K shares4.59%2026-06-302026-07-13

AVDE AMERICAN CENTY ETF TR70.6K shares-0.40%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.9K shares1.18%2026-06-302026-07-13

GS GOLDMAN SACHS GROUP INC5.9K shares2.36%2026-06-302026-07-13

Sponsored

NEM NEWMONT CORP65.3K shares0.08%2026-06-302026-07-13

LRCX LAM RESEARCH CORP17.7K shares1.41%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED11.2K shares1.35%2026-06-302026-07-13

VCIT VANGUARD SCOTTSDALE FDS71.7K shares214.96%2026-06-302026-07-13

KO COCA COLA CO69.1K shares3.77%2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC13.2K shares0.94%2026-06-302026-07-13

SNDK SANDISK CORP2.8K shares13.94%2026-06-302026-07-13

IWM ISHARES TR17.9K shares16.65%2026-06-302026-07-13

Sponsored

ADI ANALOG DEVICES INC13.3K shares2.74%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS32.3K shares6.91%2026-06-302026-07-13

AVIV AMERICAN CENTY ETF TR64.7K shares58.20%2026-06-302026-07-13

NYF ISHARES TR94.5K shares61.43%2026-06-302026-07-13

VBR VANGUARD INDEX FDS20.2K shares-4.34%2026-06-302026-07-13

KLAC KLA CORP20.1K shares936.34%2026-06-302026-07-13

BAC BANK OF AMER CORP76.4K shares6.07%2026-06-302026-07-13

IVW ISHARES TR32.8K shares-0.67%2026-06-302026-07-13

Sponsored

XLK SELECT SECTOR SPDR TR24.5K shares0.05%2026-06-302026-07-13

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-06-302026-07-13

ANET ARISTA NETWORKS INC23.7K shares3.68%2026-06-302026-07-13

AXP AMERICAN EXPRESS CO12.6K shares3.77%2026-06-302026-07-13

RTX CORPORATION RTX CORPORATION21.9K shares3.85%2026-06-302026-07-13

GILD GILEAD SCIENCES INC32.6K shares-0.55%2026-06-302026-07-13

DGRW WISDOMTREE TR42.8K shares-0.06%2026-06-302026-07-13

APH AMPHENOL CORP26.0K shares2.42%2026-06-302026-07-13

Sponsored

PG PROCTER & GAMBLE CO27.4K shares1.70%2026-06-302026-07-13

VOT VANGUARD INDEX FDS13.2K shares1.61%2026-06-302026-07-13

VGK VANGUARD INTL EQUITY INDEX F44.1K shares2.52%2026-06-302026-07-13

APPLOVIN CORP APPLOVIN CORP7.6K shares0.71%2026-06-302026-07-13

CVX CHEVRON CORPORATION21.3K shares1.18%2026-06-302026-07-13

VGIT VANGUARD SCOTTSDALE FDS64.3K shares-2.01%2026-06-302026-07-13

PH PARKER-HANNIFIN CORP3.9K shares0.57%2026-06-302026-07-13

SCHX SCHWAB STRATEGIC TR124.9K shares-2.93%2026-06-302026-07-13

Sponsored

CDNS CADENCE DESIGN SYSTEM INC9.7K shares1.67%2026-06-302026-07-13

SCHG SCHWAB STRATEGIC TR106.5K shares0.70%2026-06-302026-07-13

C CITIGROUP INC26.1K shares3.17%2026-06-302026-07-13

RLI RLI CORP59.9K sharesnew addition2026-06-302026-07-13

INTC INTEL CORP32.4K shares13.09%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS12.3K shares-6.78%2026-06-302026-07-13

HD HOME DEPOT INC10.3K shares-11.17%2026-06-302026-07-13

MRK MERCK & CO INC28.3K shares9.39%2026-06-302026-07-13

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC7.9K shares-8.65%2026-06-302026-07-13

DFAC DIMENSIONAL ETF TRUST76.7K shares0.02%2026-06-302026-07-13

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC18.0K shares297.08%2026-06-302026-07-13

VOE VANGUARD INDEX FDS16.5K shares-1.47%2026-06-302026-07-13

QUANTA SVCS INC QUANTA SVCS INC5.1K shares-0.16%2026-06-302026-07-13

MRVL MARVELL TECHNOLOGY INC13.8K shares5.47%2026-06-302026-07-13

MS MORGAN STANLEY14.6K shares0.87%2026-06-302026-07-13

VGSH VANGUARD SCOTTSDALE FDS55.4K shares0.91%2026-06-302026-07-13

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VNQ VANGUARD INDEX FDS33.0K shares-16.69%2026-06-302026-07-13

PANW PALO ALTO NETWORKS INC9.8K shares8.10%2026-06-302026-07-13

AMGN AMGEN INC8.7K shares2.74%2026-06-302026-07-13

PGR PROGRESSIVE CORP13.3K shares72.86%2026-06-302026-07-13

AVES AMERICAN CENTY ETF TR46.6K shares1.05%2026-06-302026-07-13

TJX TJX COS INC NEW20.0K shares2.16%2026-06-302026-07-13

IWV ISHARES TR6.8K shares0.21%2026-06-302026-07-13

MAR MARRIOTT INTL INC NEW7.8K shares-13.10%2026-06-302026-07-13

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FTC FIRST TR EXCHANGE-TRADED ALP15.4K shares0.00%2026-06-302026-07-13

VCSH VANGUARD SCOTTSDALE FDS35.6K shares0.22%2026-06-302026-07-13

DGRO ISHARES TR35.8K shares-3.89%2026-06-302026-07-13

HNGE HINGE HEALTH INC31.0K shares-76.76%2026-06-302026-07-13

ETN EATON CORP PLC6.7K shares2.39%2026-06-302026-07-13

CI THE CIGNA GROUP9.2K shares22.75%2026-06-302026-07-13

CPNG COUPANG INC139.7K shares126.37%2026-06-302026-07-13

HWM HOWMET AEROSPACE INC9.6K shares6.58%2026-06-302026-07-13

Sponsored

BLK BLACKROCK INC2.5K shares1.91%2026-06-302026-07-13

BA BOEING CO11.6K shares2.28%2026-06-302026-07-13

SMH VANECK ETF TRUST4.2K shares-1.84%2026-06-302026-07-13

T AT&T INC121.3K shares-5.17%2026-06-302026-07-13

CEG CONSTELLATION ENERGY CORP10.2K shares-3.27%2026-06-302026-07-13

VONG VANGUARD SCOTTSDALE FDS20.0K shares-2.32%2026-06-302026-07-13

VONV VANGUARD SCOTTSDALE FDS23.5K shares-7.09%2026-06-302026-07-13

URI UNITED RENTALS INC2.3K shares4.74%2026-06-302026-07-13

Sponsored

LIN LINDE PLC4.7K shares11.02%2026-06-302026-07-13

ESGV VANGUARD WORLD FD18.6K shares0.12%2026-06-302026-07-13

SPDW SPDR INDEX SHS FDS48.7K shares0.02%2026-06-302026-07-13

VPL VANGUARD INTL EQUITY INDEX F21.5K shares2.08%2026-06-302026-07-13

PSX PHILLIPS 6612.9K shares1.38%2026-06-302026-07-13

KVUE KENVUE INC123.9K shares25.32%2026-06-302026-07-13

SDY SPDR SERIES TRUST15.2K shares54.33%2026-06-302026-07-13

VTHR VANGUARD SCOTTSDALE FDS7.0K shares20.09%2026-06-302026-07-13

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VLO VALERO ENERGY CORP8.3K shares7.92%2026-06-302026-07-13

WELL WELLTOWER INC9.9K shares4.27%2026-06-302026-07-13

WDC WESTERN DIGITAL CORP3.9K shares4.70%2026-06-302026-07-13

AKRE PROFESIONALLY MANAGED PORTFO41.4K shares-0.44%2026-06-302026-07-13

COF CAPITAL ONE FINL CORP11.3K shares-0.27%2026-06-302026-07-13

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP7.9K shares-1.11%2026-06-302026-07-13

NOC NORTHROP GRUMMAN CORP4.1K shares11.60%2026-06-302026-07-13

AVLV AMERICAN CENTY ETF TR24.4K shares18.15%2026-06-302026-07-13

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RSP INVESCO EXCHANGE TRADED FD T10.4K shares5.89%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC25.4K shares24.32%2026-06-302026-07-13

QCOM QUALCOMM INC11.7K shares0.91%2026-06-302026-07-13

TXN TEXAS INSTRS INC7.1K shares9.43%2026-06-302026-07-13

SCHA SCHWAB STRATEGIC TR62.7K shares12.44%2026-06-302026-07-13

ISRG INTUITIVE SURGICAL INC5.4K shares-14.42%2026-06-302026-07-13

IAGG ISHARES TR43.5K shares20.27%2026-06-302026-07-13

DUK DUKE ENERGY CORP NEW17.2K shares6.26%2026-06-302026-07-13

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ABT ABBOTT LABORATORIES23.0K shares-17.56%2026-06-302026-07-13

CHTR CHARTER COMMUNICATIONS INC16.5K sharesnew addition2026-06-302026-07-13

CVS CVS HEALTH CORP20.6K shares8.04%2026-06-302026-07-13

BKNG BOOKING HOLDINGS INC12.0K shares-9.64%2026-06-302026-07-13

HYMB SPDR SERIES TRUST84.8K shares0.31%2026-06-302026-07-13

COP CONOCOPHILLIPS19.5K shares11.65%2026-06-302026-07-13

TDIV FIRST TR EXCHANGE TRADED FD18.3K shares0.00%2026-06-302026-07-13

MCK MCKESSON CORP2.6K shares7.39%2026-06-302026-07-13

Sponsored

DFSV DIMENSIONAL ETF TRUST52.7K shares0.03%2026-06-302026-07-13

EFA ISHARES TR19.4K shares-4.90%2026-06-302026-07-13

SOXX ISHARES TR3.5K shares16.79%2026-06-302026-07-13

CHUBB LIMITED CHUBB LIMITED5.7K shares6.67%2026-06-302026-07-13

DE DEERE & CO3.4K shares3.92%2026-06-302026-07-13

MPC MARATHON PETE CORP7.0K shares7.08%2026-06-302026-07-13

CRM SALESFORCE INC12.1K shares-30.41%2026-06-302026-07-13

QQQM INVESCO EXCH TRADED FD TR II6.5K sharesnew addition2026-06-302026-07-13

Sponsored

IWB ISHARES TR4.7K shares16.65%2026-06-302026-07-13

BRO BROWN & BROWN INC28.7K sharesnew addition2026-06-302026-07-13

HYD VANECK ETF TRUST37.8K shares0.53%2026-06-302026-07-13

SCHW SCHWAB CHARLES CORP18.7K shares-0.85%2026-06-302026-07-13

TSCO TRACTOR SUPPLY CO63.3K shares684.19%2026-06-302026-07-13

DLN WISDOMTREE TR19.6K shares0.00%2026-06-302026-07-13

GLW CORNING INC10.0K shares4.65%2026-06-302026-07-13

CTAS CINTAS CORP10.5K shares2.46%2026-06-302026-07-13

Sponsored

ASML ASML HLDG NV1.0K shares-14.52%2026-06-302026-07-13

SMLF ISHARES TR21.2K shares0.00%2026-06-302026-07-13

SBUX STARBUCKS CORP17.5K shares9.17%2026-06-302026-07-13

INTU INTUIT6.7K shares90.50%2026-06-302026-07-13

WMB WILLIAMS COS INC24.5K shares-0.07%2026-06-302026-07-13

UBER UBER TECHNOLOGIES INC24.7K shares-6.33%2026-06-302026-07-13

PLNT PLANET FITNESS MASTER ISSUER35.8K sharesnew addition2026-06-302026-07-13

AMERIPRISE FINL INC AMERIPRISE FINL INC3.6K shares2.41%2026-06-302026-07-13

Sponsored

RJF RAYMOND JAMES FINL INC10.8K shares3.96%2026-06-302026-07-13

HOOD ROBINHOOD MKTS INC16.0K shares4.13%2026-06-302026-07-13

CL COLGATE PALMOLIVE CO19.4K shares1.11%2026-06-302026-07-13

ALL ALLSTATE CORP7.1K shares19.25%2026-06-302026-07-13

SOUTHERN CO SOUTHERN CO18.5K shares3.22%2026-06-302026-07-13

VBIL VANGUARD INSTL INDEX FD23.2K sharesnew addition2026-06-302026-07-13

BSVO EA SERIES TRUST60.5K shares0.00%2026-06-302026-07-13

IDEXX LABS INC IDEXX LABS INC3.1K shares0.39%2026-06-302026-07-13

Sponsored

USB US BANCORP27.7K shares2.58%2026-06-302026-07-13

DELL DELL TECHNOLOGIES INC4.0K shares1.62%2026-06-302026-07-13

VRTX VERTEX PHARMACEUTICALS INC3.5K shares4.17%2026-06-302026-07-13

CLOUDFLARE INC CLOUDFLARE INC6.4K shares-6.46%2026-06-302026-07-13

S&P GLOBAL INC S&P GLOBAL INC3.9K shares-10.02%2026-06-302026-07-13

AJG GALLAGHER ARTHUR J & CO6.7K shares94.37%2026-06-302026-07-13

VBK VANGUARD INDEX FDS4.8K shares-7.78%2026-06-302026-07-13

DIS DISNEY WALT CO17.5K shares3.38%2026-06-302026-07-13

Sponsored

FAST FASTENAL CO35.7K shares1.47%2026-06-302026-07-13

SPG SIMON PPTY GROUP INC NEW7.6K shares3.83%2026-06-302026-07-13

MSI MOTOROLA SOLUTIONS INC3.9K shares-4.12%2026-06-302026-07-13

MO ALTRIA GROUP INC23.0K shares19.17%2026-06-302026-07-13

UNP UNION PAC CORP5.7K shares6.38%2026-06-302026-07-13

EVLV EVOLV TECHNOLOGIES HLDNGS IN277.1K sharesnew addition2026-06-302026-07-13

XLF SELECT SECTOR SPDR TR29.4K shares-0.27%2026-06-302026-07-13

MCD MCDONALDS CORP5.9K shares-31.29%2026-06-302026-07-13

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TT TRANE TECHNOLOGIES PLC3.4K shares2.21%2026-06-302026-07-13

LOW LOWES COS INC7.7K shares-13.33%2026-06-302026-07-13

MPWR MONOLITHIC PWR SYS INC1.2K shares1.10%2026-06-302026-07-13

FTNT FORTINET INC10.2K shares12.24%2026-06-302026-07-13

CIEN CIENA CORP3.5K shares-1.56%2026-06-302026-07-13

FEX FIRST TR EXCHANGE-TRADED ALP11.7K shares0.00%2026-06-302026-07-13

BRBR BELLRING BRANDS INC127.7K sharesnew addition2026-06-302026-07-13

PEP PEPSICO INC11.6K shares3.32%2026-06-302026-07-13

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VRT VERTIV HOLDINGS CO5.0K shares7.48%2026-06-302026-07-13

DAL DELTA AIR LINES INC18.1K shares10.16%2026-06-302026-07-13

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC19.2K shares81.99%2026-06-302026-07-13

BX BLACKSTONE INC12.7K shares66.28%2026-06-302026-07-13

PNC PNC FINL SVCS GROUP INC6.2K shares6.01%2026-06-302026-07-13

DFEM DIMENSIONAL ETF TRUST39.1K shares0.31%2026-06-302026-07-13

DFIV DIMENSIONAL ETF TRUST28.0K shares-7.42%2026-06-302026-07-13

ALAB ASTERA LABS INC3.8K shares51.43%2026-06-302026-07-13

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MNST MONSTER BEVERAGE CORP NEW15.9K shares8.59%2026-06-302026-07-13

FITB FIFTH THIRD BANCORP26.8K shares3.56%2026-06-302026-07-13

MKS INC. MKS INC.4.1K shares6.19%2026-06-302026-07-13

COHR COHERENT CORP4.6K shares3.55%2026-06-302026-07-13

ROST ROSS STORES INC6.6K shares1.15%2026-06-302026-07-13

SPMD SPDR SERIES TRUST22.1K shares0.00%2026-06-302026-07-13

ROK ROCKWELL AUTOMATION INC3.1K shares4.03%2026-06-302026-07-13

IWY ISHARES TR5.0K shares0.02%2026-06-302026-07-13

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VZ VERIZON COMMUNICATIONS INC34.6K shares1.36%2026-06-302026-07-13

BND VANGUARD BD INDEX FDS20.0K shares-6.48%2026-06-302026-07-13

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION10.2K shares3.20%2026-06-302026-07-13

EMXC ISHARES INC14.7K shares6.12%2026-06-302026-07-13

TMUS T-MOBILE US INC7.7K shares5.53%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP2.8K shares0.18%2026-06-302026-07-13

SPEM SPDR INDEX SHS FDS27.7K shares0.09%2026-06-302026-07-13

IWR ISHARES TR13.0K shares40.63%2026-06-302026-07-13

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WASTE MGMT INC DEL WASTE MGMT INC DEL6.1K shares-1.48%2026-06-302026-07-13

SNPS SYNOPSYS INC3.2K shares6.15%2026-06-302026-07-13

HCA HCA HEALTHCARE INC3.5K shares-3.24%2026-06-302026-07-13

ORLY OREILLY AUTOMOTIVE INC16.3K shares2.69%2026-06-302026-07-13

NSC NORFOLK SOUTHN CORP4.3K shares4.34%2026-06-302026-07-13

SSRM SSR MINING IN49.0K shares0.00%2026-06-302026-07-13

IWF ISHARES TR11.2K shares308.86%2026-06-302026-07-13

BKR BAKER HUGHES COMPANY24.0K shares9.65%2026-06-302026-07-13

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IWD ISHARES TR5.5K shares33.42%2026-06-302026-07-13

RBRK RUBRIK INC.16.1K shares180.96%2026-06-302026-07-13

BK BANK OF NY MELLON CORP8.9K shares6.32%2026-06-302026-07-13

IAUM ISHARES GOLD TRUST MICRO32.4K shares-1.27%2026-06-302026-07-13

GD GENERAL DYNAMICS CORP3.5K shares9.76%2026-06-302026-07-13

SCHV SCHWAB STRATEGIC TR37.8K shares-4.01%2026-06-302026-07-13

KMI KINDER MORGAN INC DEL40.3K shares-0.06%2026-06-302026-07-13

WAY WAYSTAR HLDG CORP57.6K sharesnew addition2026-06-302026-07-13

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ELV ELEVANCE HEALTH INC FORMERLY3.1K shares115.38%2026-06-302026-07-13

TRGP TARGA RES CORP4.7K shares-5.23%2026-06-302026-07-13

HLT HILTON WORLDWIDE HLDGS INC3.8K shares3.45%2026-06-302026-07-13

MCO MOODYS CORP2.6K shares2.10%2026-06-302026-07-13

LUMENTUM HLDGS INC LUMENTUM HLDGS INC1.6K shares16.19%2026-06-302026-07-13

GRMN GARMIN LTD5.2K shares1.42%2026-06-302026-07-13

AEP AMERICAN ELEC PWR CO INC9.4K shares6.00%2026-06-302026-07-13

ADP AUTOMATIC DATA PROCESSING IN5.2K shares-12.81%2026-06-302026-07-13

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DHI D R HORTON INC8.3K shares2.22%2026-06-302026-07-13

INTF ISHARES TR30.3K shares0.02%2026-06-302026-07-13

DASH DOORDASH INC6.5K shares-8.70%2026-06-302026-07-13

STT STATE STR CORP6.9K shares3.97%2026-06-302026-07-13

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC3.7K shares14.12%2026-06-302026-07-13

EBAY EBAY INC.10.6K shares3.93%2026-06-302026-07-13

CARR CARRIER GLOBAL CORPORATION17.8K shares2.81%2026-06-302026-07-13

IVE ISHARES TR5.4K shares-2.01%2026-06-302026-07-13

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FBTC FIDELITY WISE ORIGIN BITCOIN22.1K shares102.18%2026-06-302026-07-13

FDX FEDEX CORP3.9K shares27.72%2026-06-302026-07-13

IAU ISHARES GOLD TR15.8K shares24.18%2026-06-302026-07-13

MUSA MURPHY USA INC2.1K shares14.56%2026-06-302026-07-13

EW EDWARDS LIFESCIENCES CORP13.1K shares-3.13%2026-06-302026-07-13

XLP SELECT SECTOR SPDR TR14.3K shares-0.12%2026-06-302026-07-13

CMI CUMMINS INC1.8K shares4.36%2026-06-302026-07-13

VTR VENTAS INC13.2K shares0.02%2026-06-302026-07-13

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FHN FIRST HORIZON CORPORATION46.2K shares2.84%2026-06-302026-07-13

FNDX SCHWAB STRATEGIC TR37.5K shares-13.54%2026-06-302026-07-13

VANECK ETF TRUST VANECK ETF TRUST15.6K shares0.00%2026-06-302026-07-13

AIG AMERICAN INTL GROUP INC14.8K shares10.43%2026-06-302026-07-13

PHYS SPROTT ASSET MANAGEMENT LP37.8K shares0.00%2026-06-302026-07-13

BSX BOSTON SCIENTIFIC CORP26.1K shares33.42%2026-06-302026-07-13

DFAT DIMENSIONAL ETF TRUST16.7K shares0.04%2026-06-302026-07-13

PPC PILGRIMS PRIDE CORP41.1K shares39.40%2026-06-302026-07-13

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ED CONSOLIDATED EDISON INC10.4K shares-0.44%2026-06-302026-07-13

FIX COMFORT SYS USA INC657 shares7.53%2026-06-302026-07-13

CFG CITIZENS FINL GROUP INC16.4K shares7.90%2026-06-302026-07-13

VSGX VANGUARD WORLD FD13.8K shares0.76%2026-06-302026-07-13

EQIX EQUINIX INC1.1K shares6.87%2026-06-302026-07-13

BAX BAXTER INTL INC49.9K shares74.84%2026-06-302026-07-13

TDG TRANSDIGM GROUP INC871 shares2.71%2026-06-302026-07-13

AFL AFLAC INC9.2K shares-1.93%2026-06-302026-07-13

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SEB SEABOARD CORP DEL240 shares-0.83%2026-06-302026-07-13

TER TERADYNE INC3.1K shares2.51%2026-06-302026-07-13

BMY BRISTOL-MYERS SQUIBB CO19.2K shares12.07%2026-06-302026-07-13

OKE ONEOK INC NEW12.2K shares-12.68%2026-06-302026-07-13

NTAP NETAPP INC6.5K shares4.14%2026-06-302026-07-13

SERVICENOW INC SERVICENOW INC10.2K shares-3.87%2026-06-302026-07-13

SCHM SCHWAB STRATEGIC TR30.3K shares0.02%2026-06-302026-07-13

SCZ ISHARES TR12.9K shares-0.82%2026-06-302026-07-13

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MTB M & T BK CORP4.4K shares1.03%2026-06-302026-07-13

GWW WW GRAINGER INC774 shares3.48%2026-06-302026-07-13

PCAR PACCAR INC8.5K shares5.47%2026-06-302026-07-13

SYK STRYKER CORPORATION3.2K shares-12.01%2026-06-302026-07-13

ZION ZIONS BANCORPORATION NATL AS14.8K shares8.23%2026-06-302026-07-13

UNM UNUM GROUP12.0K shares2.13%2026-06-302026-07-13

FREEPORT MCMORAN INC FREEPORT MCMORAN INC17.0K shares8.56%2026-06-302026-07-13

LNG CHENIERE ENERGY INC4.0K shares39.73%2026-06-302026-07-13

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OXY OCCIDENTAL PETE CORP19.7K shares20.72%2026-06-302026-07-13

PLD PROLOGIS INC.7.4K shares8.63%2026-06-302026-07-13

KEYS KEYSIGHT TECHNOLOGIES INC3.2K shares4.51%2026-06-302026-07-13

EPD ENTERPRISE PRODS PARTNERS L27.8K shares18.99%2026-06-302026-07-13

EOG EOG RES INC7.7K shares63.47%2026-06-302026-07-13

EMR EMERSON ELEC CO7.4K shares5.24%2026-06-302026-07-13

IJS ISHARES TR7.5K shares0.00%2026-06-302026-07-13

IXUS ISHARES TR10.7K shares0.64%2026-06-302026-07-13

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CAH CARDINAL HEALTH INC4.3K shares-7.61%2026-06-302026-07-13

BOXX EA SERIES TRUST8.6K shares-63.27%2026-06-302026-07-13

PKW INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2026-06-302026-07-13

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4.6K sharesnew addition2026-06-302026-07-13

PFE PFIZER INC41.8K shares-19.23%2026-06-302026-07-13

XLE SELECT SECTOR SPDR TR18.3K shares1.81%2026-06-302026-07-13

SHW SHERWIN WILLIAMS CO3.0K shares1.79%2026-06-302026-07-13

BURLINGTON STORES INC BURLINGTON STORES INC3.1K shares-2.57%2026-06-302026-07-13

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VSDM VANGUARD MUN BD FDS13.2K sharesnew addition2026-06-302026-07-13

ANTERO RESOURCES CORP ANTERO RESOURCES CORP30.0K shares37.28%2026-06-302026-07-13

TMFG RBB FD INC31.6K shares-13.38%2026-06-302026-07-13

ECL ECOLAB INC3.6K shares5.23%2026-06-302026-07-13

CSX CSX CORP19.8K shares8.27%2026-06-302026-07-13

XLC SELECT SECTOR SPDR TR8.7K shares0.22%2026-06-302026-07-13

GM GENERAL MTRS CO12.4K shares2.98%2026-06-302026-07-13

VOOV VANGUARD ADMIRAL FDS INC4.3K shares-0.21%2026-06-302026-07-13

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UTHR UNITED THERAPEUTICS CORP DEL1.8K shares4.91%2026-06-302026-07-13

LBRDK LIBERTY BROADBAND CORP31.1K sharesnew addition2026-06-302026-07-13

WBD WARNER BROS DISCOVERY INC35.6K shares-1.06%2026-06-302026-07-13

LBRDA LIBERTY BROADBAND CORP30.6K sharesnew addition2026-06-302026-07-13

ITW ILLINOIS TOOL WKS INC3.5K shares-0.34%2026-06-302026-07-13

FYC FIRST TR EXCHANGE-TRADED ALP7.6K shares0.00%2026-06-302026-07-13

DATADOG INC DATADOG INC3.6K shares0.06%2026-06-302026-07-13

VTES VANGUARD WELLINGTON FD9.1K shares14.65%2026-06-302026-07-13

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AMKR AMKOR TECHNOLOGY INC13.1K shares5.73%2026-06-302026-07-13

PSI INVESCO EXCHANGE TRADED FD T5.7K sharesnew addition2026-06-302026-07-13

APA CORPORATION APA CORPORATION27.4K shares180.48%2026-06-302026-07-13

DVN DEVON ENERGY CORP NEW21.6K shares61.56%2026-06-302026-07-13

NVS NOVARTIS AG5.9K shares-11.92%2026-06-302026-07-13

ICE INTERCONTINENTAL EXCHANGE IN6.7K shares-16.90%2026-06-302026-07-13

PNFP PINNACLE FINL PARTNERS INC9.0K shares2.99%2026-06-302026-07-13

FNDE SCHWAB STRATEGIC TR22.1K shares47.93%2026-06-302026-07-13

Sponsored

APD AIR PRODUCTS AND CHEMICALS I3.0K shares2.29%2026-06-302026-07-13

MAIN MAIN STR CAP CORP16.9K sharesnew addition2026-06-302026-07-13

ASTRAZENECA PLC ASTRAZENECA PLC5.2K shares-10.89%2026-06-302026-07-13

QRVO QORVO INC10.2K shares1.61%2026-06-302026-07-13

UAL UNITED AIRLS HLDGS INC6.9K shares8.78%2026-06-302026-07-13

REGN REGENERON PHARMACEUTICALS1.3K shares9.35%2026-06-302026-07-13

ARCH CAP GROUP LTD ARCH CAP GROUP LTD8.6K shares87.52%2026-06-302026-07-13

DLR DIGITAL RLTY TR INC4.8K shares4.83%2026-06-302026-07-13

Sponsored

MET METLIFE INC9.5K shares6.35%2026-06-302026-07-13

GPN GLOBAL PMTS INC11.4K shares-1.58%2026-06-302026-07-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL947 shares-1.87%2026-06-302026-07-13

AME AMETEK INC3.7K shares2.05%2026-06-302026-07-13

COR CENCORA INC2.8K shares-2.21%2026-06-302026-07-13

TFC TRUIST FINL CORP16.6K shares19.44%2026-06-302026-07-13

MMC MARSH & MCLENNAN COS INC4.8K shares-5.25%2026-06-302026-07-13

RSG REPUBLIC SVCS INC3.9K shares27.83%2026-06-302026-07-13

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.6K shares-10.23%2026-06-302026-07-13

CME CME GROUP INC3.5K shares-10.37%2026-06-302026-07-13

DOMINION ENERGY INC DOMINION ENERGY INC11.9K shares4.01%2026-06-302026-07-13

HONEYWELL INTL INC HONEYWELL INTL INC3.7K sharesnew addition2026-06-302026-07-13

AFFIRM HLDGS INC AFFIRM HLDGS INC10.0K shares-3.68%2026-06-302026-07-13

SNOWFLAKE INC SNOWFLAKE INC3.2K shares-20.05%2026-06-302026-07-13

AGNC INVT CORP AGNC INVT CORP73.8K shares1.36%2026-06-302026-07-13

3M CO 3M CO5.2K shares18.52%2026-06-302026-07-13

Sponsored

CNC CENTENE CORP DEL12.2K shares18.65%2026-06-302026-07-13

RY ROYAL BK CDA3.9K shares-11.92%2026-06-302026-07-13

MDLZ MONDELEZ INTL INC13.8K shares17.04%2026-06-302026-07-13

SHEL SHELL PLC9.8K shares-13.06%2026-06-302026-07-13

SCHY SCHWAB STRATEGIC TR25.2K shares0.74%2026-06-302026-07-13

DFAS DIMENSIONAL ETF TRUST9.9K shares19.33%2026-06-302026-07-13

WORLD GOLD TR WORLD GOLD TR9.8K shares-8.76%2026-06-302026-07-13

ETR ENTERGY CORP NEW6.9K shares3.26%2026-06-302026-07-13

Sponsored

TWLO TWILIO INC3.7K shares2.07%2026-06-302026-07-13

MTSI MACOM TECH SOLUTIONS HLDGS I2.6K shares7.63%2026-06-302026-07-13

ESGD ISHARES TR7.7K sharesnew addition2026-06-302026-07-13

IBIT ISHARES BITCOIN TRUST ETF21.6K shares-66.16%2026-06-302026-07-13

CVNA CARVANA CO11.9K shares436.62%2026-06-302026-07-13

SN SHARKNINJA INC5.1K shares15.71%2026-06-302026-07-13

AVMV AMERICAN CENTY ETF TR9.6K shares4.50%2026-06-302026-07-13

DBEF DBX ETF TR14.0K shares-48.91%2026-06-302026-07-13

Sponsored

XEL XCEL ENERGY INC9.6K shares5.97%2026-06-302026-07-13

IBKR INTERACTIVE BROKERS GROUP IN8.1K shares9.95%2026-06-302026-07-13

ADSK AUTODESK INC3.7K shares-21.44%2026-06-302026-07-13

HPE HEWLETT PACKARD ENTERPRISE C15.7K shares6.64%2026-06-302026-07-13

EA ELECTRONIC ARTS INC3.7K shares24.02%2026-06-302026-07-13

O REALTY INCOME CORP11.9K shares44.09%2026-06-302026-07-13

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC5.6K shares10.83%2026-06-302026-07-13

AZO AUTOZONE INC244 shares4.27%2026-06-302026-07-13

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR3.0K shares9.81%2026-06-302026-07-13

SYF SYNCHRONY FINANCIAL10.2K shares7.96%2026-06-302026-07-13

FANG DIAMONDBACK ENERGY INC4.0K shares5.09%2026-06-302026-07-13

TPR TAPESTRY INC5.2K shares2.24%2026-06-302026-07-13

SLB SLB LIMITED15.4K shares9.65%2026-06-302026-07-13

EQT EQT CORP15.0K shares-2.90%2026-06-302026-07-13

MSCI MSCI INC1.2K shares-4.27%2026-06-302026-07-13

LQDA LIQUIDIA CORPORATION9.3K shares0.00%2026-06-302026-07-13

Sponsored

STIP ISHARES TR7.2K shares12.02%2026-06-302026-07-13

NUE NUCOR CORP3.2K shares15.78%2026-06-302026-07-13

BHB BAR HBR BANKSHARES19.5K shares0.40%2026-06-302026-07-13

VDE VANGUARD WORLD FD4.6K shares0.09%2026-06-302026-07-13

SPDR SERIES TRUST SPDR SERIES TRUST8.1K shares0.56%2026-06-302026-07-13

BSMR INVESCO EXCH TRD SLF IDX FD30.5K sharesnew addition2026-06-302026-07-13

WRB BERKLEY W R CORP10.0K shares17.54%2026-06-302026-07-13

BSMQ INVESCO EXCH TRD SLF IDX FD30.5K sharesnew addition2026-06-302026-07-13

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HIG HARTFORD INSURANCE GROUP INC5.2K shares6.38%2026-06-302026-07-13

BSMT INVESCO EXCH TRD SLF IDX FD31.1K sharesnew addition2026-06-302026-07-13

ODFL OLD DOMINION FREIGHT LINE IN3.1K shares10.69%2026-06-302026-07-13

BPOP POPULAR INC4.2K shares1.23%2026-06-302026-07-13

BSMS INVESCO EXCH TRD SLF IDX FD30.4K sharesnew addition2026-06-302026-07-13

DG DOLLAR GEN CORP6.0K shares-4.74%2026-06-302026-07-13

BSMU INVESCO EXCH TRD SLF IDX FD32.4K sharesnew addition2026-06-302026-07-13

BSMV INVESCO EXCH TRD SLF IDX FD33.8K sharesnew addition2026-06-302026-07-13

Sponsored

HSBC HSBC HLDGS PLC7.1K shares-16.35%2026-06-302026-07-13

IEUR ISHARES TR9.4K shares0.00%2026-06-302026-07-13

YUM YUM BRANDS INC4.3K shares7.29%2026-06-302026-07-13

BSMW INVESCO EXCH TRD SLF IDX FD27.9K sharesnew addition2026-06-302026-07-13

HAL HALLIBURTON CO20.4K shares6.22%2026-06-302026-07-13

NU NU HLDGS LTD50.8K shares-2.71%2026-06-302026-07-13

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A1.5K shares-4.21%2026-06-302026-07-13

XLI SELECT SECTOR SPDR TR3.8K shares0.10%2026-06-302026-07-13

Sponsored

GLD SPDR GOLD TR1.8K shares-2.78%2026-06-302026-07-13

ARES CAPITAL CORP ARES CAPITAL CORP36.4K shares-2.46%2026-06-302026-07-13

WST WEST PHARMACEUTICAL SVSC INC1.9K shares12.00%2026-06-302026-07-13

IBB ISHARES TR3.5K shares-16.82%2026-06-302026-07-13

DOV DOVER CORP3.1K shares16.04%2026-06-302026-07-13

CORTEVA INC CORTEVA INC7.9K shares50.16%2026-06-302026-07-13

HEFA ISHARES TR14.5K sharesnew addition2026-06-302026-07-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.6K shares3.98%2026-06-302026-07-13

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FNDF SCHWAB STRATEGIC TR12.6K shares-17.43%2026-06-302026-07-13

ABNB AIRBNB INC4.5K shares1.69%2026-06-302026-07-13

SNSR GLOBAL X FDS13.7K shares0.01%2026-06-302026-07-13

IVZ INVESCO LTD22.9K shares1.37%2026-06-302026-07-13

ANTERO MIDSTREAM CORP ANTERO MIDSTREAM CORP29.8K shares2.08%2026-06-302026-07-13

SYY SYSCO CORP7.9K shares10.66%2026-06-302026-07-13

DFUV DIMENSIONAL ETF TRUST12.0K shares0.06%2026-06-302026-07-13

XYZ BLOCK INC8.5K shares14.21%2026-06-302026-07-13

Sponsored

WAB WABTEC2.5K shares11.94%2026-06-302026-07-13

WBS WEBSTER FINL CORP8.6K shares14.23%2026-06-302026-07-13

RBLX ROBLOX CORP11.8K shares-18.45%2026-06-302026-07-13

WSM WILLIAMS SONOMA INC2.9K shares3.38%2026-06-302026-07-13

VST VISTRA CORP4.1K shares-15.30%2026-06-302026-07-13

DGX QUEST DIAGNOSTICS INC3.1K shares2.83%2026-06-302026-07-13

HBAN HUNTINGTON BANCSHARES INC36.2K shares7.82%2026-06-302026-07-13

CMS CMS ENERGY CORP8.4K shares13.43%2026-06-302026-07-13

Sponsored

CBOE CBOE GLOBAL MKTS INC2.3K shares-4.60%2026-06-302026-07-13

CBRE CBRE GROUP INC4.4K shares0.77%2026-06-302026-07-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II26.2K shares0.00%2026-06-302026-07-13

AON AON PLC1.7K shares-2.17%2026-06-302026-07-13

SPYG SPDR SERIES TRUST5.1K shares10.69%2026-06-302026-07-13

MP MP MATERIALS CORP11.6K shares-0.91%2026-06-302026-07-13

NLY ANNALY CAPITAL MANAGEMENT IN26.4K shares1.60%2026-06-302026-07-13

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC2.5K shares7.43%2026-06-302026-07-13

Sponsored

FELG FIDELITY COVINGTON TRUST13.6K sharesnew addition2026-06-302026-07-13

DIVI FRANKLIN TEMPLETON ETF TR14.0K sharesnew addition2026-06-302026-07-13

QUAL ISHARES TR2.7K shares11.95%2026-06-302026-07-13

TGT TARGET CORP4.4K shares37.05%2026-06-302026-07-13

BSMZ INVESCO EXCH TRD SLF IDX FD23.6K sharesnew addition2026-06-302026-07-13

VHT VANGUARD WORLD FD2.0K shares38.32%2026-06-302026-07-13

BIIB BIOGEN INC3.0K shares3.58%2026-06-302026-07-13

KR KROGER CO9.9K shares11.13%2026-06-302026-07-13

Sponsored

BSMY INVESCO EXCH TRD SLF IDX FD24.4K sharesnew addition2026-06-302026-07-13

XLG INVESCO EXCHANGE TRADED FD T9.6K shares0.00%2026-06-302026-07-13

NTSX WISDOMTREE TR10.1K shares0.00%2026-06-302026-07-13

DIHP DIMENSIONAL ETF TRUST17.4K shares112.04%2026-06-302026-07-13

VEA

VANGUARD TAX-MANAGED FDS

11.22%

Shares5.3M

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

22.41%

Shares581.8K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

8.86%

Shares3.6M

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

5.94%

Shares205.6K

Event2026-06-30

Filed2026-07-13

ISHARES TR

2.64%

Shares1.2M

Event2026-06-30

Filed2026-07-13

VTC

VANGUARD SCOTTSDALE FDS

8.37%

Shares1.5M

Event2026-06-30

Filed2026-07-13

VTEB

VANGUARD MUN BD FDS

36.54%

Shares2.2M

Event2026-06-30

Filed2026-07-13

GOVT

ISHARES TR

6.90%

Shares4.7M

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

10.02%

Shares497.9K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

5.78%

Shares301.9K

Event2026-06-30

Filed2026-07-13

IEMG

ISHARES INC

0.21%

Shares898.0K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

-1.33%

Shares146.4K

Event2026-06-30

Filed2026-07-13

MUB

ISHARES TR

1.06%

Shares477.5K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

-13.97%

Shares137.3K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

3.44%

Shares175.2K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

-4.01%

Shares102.0K

Event2026-06-30

Filed2026-07-13

BNDX

VANGUARD CHARLOTTE FDS

8.95%

Shares743.5K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

-0.80%

Shares263.3K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

3.78%

Shares79.5K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

-4.64%

Shares45.4K

Event2026-06-30

Filed2026-07-13

SCHF

SCHWAB STRATEGIC TR

5.76%

Shares1.1M

Event2026-06-30

Filed2026-07-13

VSS

VANGUARD INTL EQUITY INDEX F

-1.80%

Shares177.6K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

-2.94%

Shares35.9K

Event2026-06-30

Filed2026-07-13

VXUS

VANGUARD STAR FDS

107.92%

Shares301.1K

Event2026-06-30

Filed2026-07-13

VEU

VANGUARD INTL EQUITY INDEX F

60.74%

Shares304.7K

Event2026-06-30

Filed2026-07-13

VTEC

VANGUARD CALIF TAX FREE FDS

25.44%

Shares244.1K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

0.12%

Shares56.0K

Event2026-06-30

Filed2026-07-13

USHY

ISHARES TR

10.12%

Shares531.6K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

5.26%

Shares39.3K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

301.75%

Shares237.5K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

8.38%

Shares16.1K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

6.77%

Shares54.0K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.27%

Shares60.2K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

4.54%

Shares23.3K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

16.78%

Shares17.2K

Event2026-06-30

Filed2026-07-13

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares540.0K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

3.03%

Shares28.2K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

2.17%

Shares14.0K

Event2026-06-30

Filed2026-07-13

VYMI

VANGUARD WHITEHALL FDS

0.54%

Shares138.8K

Event2026-06-30

Filed2026-07-13

VGT

VANGUARD WORLD FD

789.59%

Shares117.5K

Event2026-06-30

Filed2026-07-13

AVDV

AMERICAN CENTY ETF TR

17.39%

Shares130.2K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-0.30%

Shares38.9K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

6.87%

Shares154.3K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

-0.38%

Shares60.9K

Event2026-06-30

Filed2026-07-13

ISHARES TR

5.89%

Shares17.1K

Event2026-06-30

Filed2026-07-13

SCMB

SCHWAB STRATEGIC TR

0.08%

Shares494.5K

Event2026-06-30

Filed2026-07-13

AVUS

AMERICAN CENTY ETF TR

3.11%

Shares94.9K

Event2026-06-30

Filed2026-07-13

VISA INC

30.50%

Shares34.6K

Event2026-06-30

Filed2026-07-13

AVUV

AMERICAN CENTY ETF TR

22.96%

Shares96.1K

Event2026-06-30

Filed2026-07-13

VANGUARD INTL EQUITY INDEX F

17.46%

Shares69.5K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

1.21%

Shares43.7K

Event2026-06-30

Filed2026-07-13

VIGI

VANGUARD WHITEHALL FDS

-10.80%

Shares113.9K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

9.79%

Shares74.3K

Event2026-06-30

Filed2026-07-13

SCHE

SCHWAB STRATEGIC TR

-0.81%

Shares262.4K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

17.62%

Shares10.0K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

5.44%

Shares80.8K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

0.08%

Shares65.1K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

-1.14%

Shares34.1K

Event2026-06-30

Filed2026-07-13

IDEV

ISHARES TR

2.06%

Shares95.6K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

2.96%

Shares13.8K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

2.04%

Shares109.8K

Event2026-06-30

Filed2026-07-13

VXF

VANGUARD INDEX FDS

3.06%

Shares34.0K

Event2026-06-30

Filed2026-07-13

CMF

ISHARES TR

0.01%

Shares142.1K

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

0.21%

Shares106.9K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

496.86%

Shares87.7K

Event2026-06-30

Filed2026-07-13

RVMD

REVOLUTION MEDICINES INC

0.12%

Shares40.3K

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

-3.92%

Shares44.5K

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB STRATEGIC TR

120.96%

Shares222.1K

Event2026-06-30

Filed2026-07-13

SCHC

SCHWAB STRATEGIC TR

-2.85%

Shares146.8K

Event2026-06-30

Filed2026-07-13

SUB

ISHARES TR

377.43%

Shares65.9K

Event2026-06-30

Filed2026-07-13

SPMO

INVESCO EXCH TRADED FD TR II

97.48%

Shares45.3K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

3.45%

Shares19.3K

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTL INC

14.21%

Shares36.5K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

9.80%

Shares45.5K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

5.15%

Shares54.1K

Event2026-06-30

Filed2026-07-13

AVEM

AMERICAN CENTY ETF TR

40.79%

Shares69.3K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

4.59%

Shares26.7K

Event2026-06-30

Filed2026-07-13

AVDE

AMERICAN CENTY ETF TR

-0.40%

Shares70.6K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

1.18%

Shares6.9K

Event2026-06-30

Filed2026-07-13

GOLDMAN SACHS GROUP INC

2.36%

Shares5.9K

Event2026-06-30

Filed2026-07-13

NEM

NEWMONT CORP

0.08%

Shares65.3K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

1.41%

Shares17.7K

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

1.35%

Shares11.2K

Event2026-06-30

Filed2026-07-13

VCIT

VANGUARD SCOTTSDALE FDS

214.96%

Shares71.7K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

3.77%

Shares69.1K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

0.94%

Shares13.2K

Event2026-06-30

Filed2026-07-13

SNDK

SANDISK CORP

13.94%

Shares2.8K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

16.65%

Shares17.9K

Event2026-06-30

Filed2026-07-13

ADI

ANALOG DEVICES INC

2.74%

Shares13.3K

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

6.91%

Shares32.3K

Event2026-06-30

Filed2026-07-13

AVIV

AMERICAN CENTY ETF TR

58.20%

Shares64.7K

Event2026-06-30

Filed2026-07-13

NYF

ISHARES TR

61.43%

Shares94.5K

Event2026-06-30

Filed2026-07-13

VBR

VANGUARD INDEX FDS

-4.34%

Shares20.2K

Event2026-06-30

Filed2026-07-13

KLAC

KLA CORP

936.34%

Shares20.1K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

6.07%

Shares76.4K

Event2026-06-30

Filed2026-07-13

IVW

ISHARES TR

-0.67%

Shares32.8K

Event2026-06-30

Filed2026-07-13

XLK

SELECT SECTOR SPDR TR

0.05%

Shares24.5K

Event2026-06-30

Filed2026-07-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-06-30

Filed2026-07-13

ANET

ARISTA NETWORKS INC

3.68%

Shares23.7K

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO

3.77%

Shares12.6K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

3.85%

Shares21.9K

Event2026-06-30

Filed2026-07-13

GILD

GILEAD SCIENCES INC

-0.55%

Shares32.6K

Event2026-06-30

Filed2026-07-13

DGRW

WISDOMTREE TR

-0.06%

Shares42.8K

Event2026-06-30

Filed2026-07-13

APH

AMPHENOL CORP

2.42%

Shares26.0K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

1.70%

Shares27.4K

Event2026-06-30

Filed2026-07-13

VOT

VANGUARD INDEX FDS

1.61%

Shares13.2K

Event2026-06-30

Filed2026-07-13

VGK

VANGUARD INTL EQUITY INDEX F

2.52%

Shares44.1K

Event2026-06-30

Filed2026-07-13

APPLOVIN CORP

0.71%

Shares7.6K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

1.18%

Shares21.3K

Event2026-06-30

Filed2026-07-13

VGIT

VANGUARD SCOTTSDALE FDS

-2.01%

Shares64.3K

Event2026-06-30

Filed2026-07-13

PARKER-HANNIFIN CORP

0.57%

Shares3.9K

Event2026-06-30

Filed2026-07-13

SCHX

SCHWAB STRATEGIC TR

-2.93%

Shares124.9K

Event2026-06-30

Filed2026-07-13

CDNS

CADENCE DESIGN SYSTEM INC

1.67%

Shares9.7K

Event2026-06-30

Filed2026-07-13

SCHG

SCHWAB STRATEGIC TR

0.70%

Shares106.5K

Event2026-06-30

Filed2026-07-13

CITIGROUP INC

3.17%

Shares26.1K

Event2026-06-30

Filed2026-07-13

RLI

RLI CORP

New

Shares59.9K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

13.09%

Shares32.4K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

-6.78%

Shares12.3K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

-11.17%

Shares10.3K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

9.39%

Shares28.3K

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-8.65%

Shares7.9K

Event2026-06-30

Filed2026-07-13

DFAC

DIMENSIONAL ETF TRUST

0.02%

Shares76.7K

Event2026-06-30

Filed2026-07-13

CROWDSTRIKE HLDGS INC

297.08%

Shares18.0K

Event2026-06-30

Filed2026-07-13

VOE

VANGUARD INDEX FDS

-1.47%

Shares16.5K

Event2026-06-30

Filed2026-07-13

QUANTA SVCS INC

-0.16%

Shares5.1K

Event2026-06-30

Filed2026-07-13

MRVL

MARVELL TECHNOLOGY INC

5.47%

Shares13.8K

Event2026-06-30

Filed2026-07-13

MORGAN STANLEY

0.87%

Shares14.6K

Event2026-06-30

Filed2026-07-13

VGSH

VANGUARD SCOTTSDALE FDS

0.91%

Shares55.4K

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

-16.69%

Shares33.0K

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

8.10%

Shares9.8K

Event2026-06-30

Filed2026-07-13

AMGN

AMGEN INC

2.74%

Shares8.7K

Event2026-06-30

Filed2026-07-13

PGR

PROGRESSIVE CORP

72.86%

Shares13.3K

Event2026-06-30

Filed2026-07-13

AVES

AMERICAN CENTY ETF TR

1.05%

Shares46.6K

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW

2.16%

Shares20.0K

Event2026-06-30

Filed2026-07-13

IWV

ISHARES TR

0.21%

Shares6.8K

Event2026-06-30

Filed2026-07-13

MAR

MARRIOTT INTL INC NEW

-13.10%

Shares7.8K

Event2026-06-30

Filed2026-07-13

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-13

VCSH

VANGUARD SCOTTSDALE FDS

0.22%

Shares35.6K

Event2026-06-30

Filed2026-07-13

DGRO

ISHARES TR

-3.89%

Shares35.8K

Event2026-06-30

Filed2026-07-13

HNGE

HINGE HEALTH INC

-76.76%

Shares31.0K

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

2.39%

Shares6.7K

Event2026-06-30

Filed2026-07-13

THE CIGNA GROUP

22.75%

Shares9.2K

Event2026-06-30

Filed2026-07-13

CPNG

COUPANG INC

126.37%

Shares139.7K

Event2026-06-30

Filed2026-07-13

HWM

HOWMET AEROSPACE INC

6.58%

Shares9.6K

Event2026-06-30

Filed2026-07-13

BLK

BLACKROCK INC

1.91%

Shares2.5K

Event2026-06-30

Filed2026-07-13

BOEING CO

2.28%

Shares11.6K

Event2026-06-30

Filed2026-07-13

SMH

VANECK ETF TRUST

-1.84%

Shares4.2K

Event2026-06-30

Filed2026-07-13

AT&T INC

-5.17%

Shares121.3K

Event2026-06-30

Filed2026-07-13

CEG

CONSTELLATION ENERGY CORP

-3.27%

Shares10.2K

Event2026-06-30

Filed2026-07-13

VONG

VANGUARD SCOTTSDALE FDS

-2.32%

Shares20.0K

Event2026-06-30

Filed2026-07-13

VONV

VANGUARD SCOTTSDALE FDS

-7.09%

Shares23.5K

Event2026-06-30

Filed2026-07-13

URI

UNITED RENTALS INC

4.74%

Shares2.3K

Event2026-06-30

Filed2026-07-13

LIN

LINDE PLC

11.02%

Shares4.7K

Event2026-06-30

Filed2026-07-13

ESGV

VANGUARD WORLD FD

0.12%

Shares18.6K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR INDEX SHS FDS

0.02%

Shares48.7K

Event2026-06-30

Filed2026-07-13

VPL

VANGUARD INTL EQUITY INDEX F

2.08%

Shares21.5K

Event2026-06-30

Filed2026-07-13

PSX

PHILLIPS 66

1.38%

Shares12.9K

Event2026-06-30

Filed2026-07-13

KVUE

KENVUE INC

25.32%

Shares123.9K

Event2026-06-30

Filed2026-07-13

SDY

SPDR SERIES TRUST

54.33%

Shares15.2K

Event2026-06-30

Filed2026-07-13

VTHR

VANGUARD SCOTTSDALE FDS

20.09%

Shares7.0K

Event2026-06-30

Filed2026-07-13

VLO

VALERO ENERGY CORP

7.92%

Shares8.3K

Event2026-06-30

Filed2026-07-13

WELL

WELLTOWER INC

4.27%

Shares9.9K

Event2026-06-30

Filed2026-07-13

WDC

WESTERN DIGITAL CORP

4.70%

Shares3.9K

Event2026-06-30

Filed2026-07-13

AKRE

PROFESIONALLY MANAGED PORTFO

-0.44%

Shares41.4K

Event2026-06-30

Filed2026-07-13

COF

CAPITAL ONE FINL CORP

-0.27%

Shares11.3K

Event2026-06-30

Filed2026-07-13

ROYAL CARIBBEAN GROUP

-1.11%

Shares7.9K

Event2026-06-30

Filed2026-07-13

NOC

NORTHROP GRUMMAN CORP

11.60%

Shares4.1K

Event2026-06-30

Filed2026-07-13

AVLV

AMERICAN CENTY ETF TR

18.15%

Shares24.4K

Event2026-06-30

Filed2026-07-13

RSP

INVESCO EXCHANGE TRADED FD T

5.89%

Shares10.4K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

24.32%

Shares25.4K

Event2026-06-30

Filed2026-07-13

QCOM

QUALCOMM INC

0.91%

Shares11.7K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRS INC

9.43%

Shares7.1K

Event2026-06-30

Filed2026-07-13

SCHA

SCHWAB STRATEGIC TR

12.44%

Shares62.7K

Event2026-06-30

Filed2026-07-13

ISRG

INTUITIVE SURGICAL INC

-14.42%

Shares5.4K

Event2026-06-30

Filed2026-07-13

IAGG

ISHARES TR

20.27%

Shares43.5K

Event2026-06-30

Filed2026-07-13

DUK

DUKE ENERGY CORP NEW

6.26%

Shares17.2K

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES

-17.56%

Shares23.0K

Event2026-06-30

Filed2026-07-13

CHTR

CHARTER COMMUNICATIONS INC

New

Shares16.5K

Event2026-06-30

Filed2026-07-13

CVS

CVS HEALTH CORP

8.04%

Shares20.6K

Event2026-06-30

Filed2026-07-13

BKNG

BOOKING HOLDINGS INC

-9.64%

Shares12.0K

Event2026-06-30

Filed2026-07-13

HYMB

SPDR SERIES TRUST

0.31%

Shares84.8K

Event2026-06-30

Filed2026-07-13

COP

CONOCOPHILLIPS

11.65%

Shares19.5K

Event2026-06-30

Filed2026-07-13

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-13

MCK

MCKESSON CORP

7.39%

Shares2.6K

Event2026-06-30

Filed2026-07-13

DFSV

DIMENSIONAL ETF TRUST

0.03%

Shares52.7K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

-4.90%

Shares19.4K

Event2026-06-30

Filed2026-07-13

SOXX

ISHARES TR

16.79%

Shares3.5K

Event2026-06-30

Filed2026-07-13

CHUBB LIMITED

6.67%

Shares5.7K

Event2026-06-30

Filed2026-07-13

DEERE & CO

3.92%

Shares3.4K

Event2026-06-30

Filed2026-07-13

MPC

MARATHON PETE CORP

7.08%

Shares7.0K

Event2026-06-30

Filed2026-07-13

CRM

SALESFORCE INC

-30.41%

Shares12.1K

Event2026-06-30

Filed2026-07-13

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares6.5K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES TR

16.65%

Shares4.7K

Event2026-06-30

Filed2026-07-13

BRO

BROWN & BROWN INC

New

Shares28.7K

Event2026-06-30

Filed2026-07-13

HYD

VANECK ETF TRUST

0.53%

Shares37.8K

Event2026-06-30

Filed2026-07-13

SCHW

SCHWAB CHARLES CORP

-0.85%

Shares18.7K

Event2026-06-30

Filed2026-07-13

TSCO

TRACTOR SUPPLY CO

684.19%

Shares63.3K

Event2026-06-30

Filed2026-07-13

DLN

WISDOMTREE TR

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

4.65%

Shares10.0K

Event2026-06-30

Filed2026-07-13

CTAS

CINTAS CORP

2.46%

Shares10.5K

Event2026-06-30

Filed2026-07-13

ASML

ASML HLDG NV

-14.52%

Shares1.0K

Event2026-06-30

Filed2026-07-13

SMLF

ISHARES TR

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-13

SBUX

STARBUCKS CORP

9.17%

Shares17.5K

Event2026-06-30

Filed2026-07-13

INTU

INTUIT

90.50%

Shares6.7K

Event2026-06-30

Filed2026-07-13

WMB

WILLIAMS COS INC

-0.07%

Shares24.5K

Event2026-06-30

Filed2026-07-13

UBER

UBER TECHNOLOGIES INC

-6.33%

Shares24.7K

Event2026-06-30

Filed2026-07-13

PLNT

PLANET FITNESS MASTER ISSUER

New

Shares35.8K

Event2026-06-30

Filed2026-07-13

AMERIPRISE FINL INC

2.41%

Shares3.6K

Event2026-06-30

Filed2026-07-13

RJF

RAYMOND JAMES FINL INC

3.96%

Shares10.8K

Event2026-06-30

Filed2026-07-13

HOOD

ROBINHOOD MKTS INC

4.13%

Shares16.0K

Event2026-06-30

Filed2026-07-13

COLGATE PALMOLIVE CO

1.11%

Shares19.4K

Event2026-06-30

Filed2026-07-13

ALL

ALLSTATE CORP

19.25%

Shares7.1K

Event2026-06-30

Filed2026-07-13

SOUTHERN CO

3.22%

Shares18.5K

Event2026-06-30

Filed2026-07-13

VBIL

VANGUARD INSTL INDEX FD

New

Shares23.2K

Event2026-06-30

Filed2026-07-13

BSVO

EA SERIES TRUST

0.00%

Shares60.5K

Event2026-06-30

Filed2026-07-13

IDEXX LABS INC

0.39%

Shares3.1K

Event2026-06-30

Filed2026-07-13

USB

US BANCORP

2.58%

Shares27.7K

Event2026-06-30

Filed2026-07-13

DELL

DELL TECHNOLOGIES INC

1.62%

Shares4.0K

Event2026-06-30

Filed2026-07-13

VRTX

VERTEX PHARMACEUTICALS INC

4.17%

Shares3.5K

Event2026-06-30

Filed2026-07-13

CLOUDFLARE INC

-6.46%

Shares6.4K

Event2026-06-30

Filed2026-07-13

S&P GLOBAL INC

-10.02%

Shares3.9K

Event2026-06-30

Filed2026-07-13

AJG

GALLAGHER ARTHUR J & CO

94.37%

Shares6.7K

Event2026-06-30

Filed2026-07-13

VBK

VANGUARD INDEX FDS

-7.78%

Shares4.8K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

3.38%

Shares17.5K

Event2026-06-30

Filed2026-07-13

FAST

FASTENAL CO

1.47%

Shares35.7K

Event2026-06-30

Filed2026-07-13

SPG

SIMON PPTY GROUP INC NEW

3.83%

Shares7.6K

Event2026-06-30

Filed2026-07-13

MSI

MOTOROLA SOLUTIONS INC

-4.12%

Shares3.9K

Event2026-06-30

Filed2026-07-13

ALTRIA GROUP INC

19.17%

Shares23.0K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

6.38%

Shares5.7K

Event2026-06-30

Filed2026-07-13

EVLV

EVOLV TECHNOLOGIES HLDNGS IN

New

Shares277.1K

Event2026-06-30

Filed2026-07-13

XLF

SELECT SECTOR SPDR TR

-0.27%

Shares29.4K

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

-31.29%

Shares5.9K

Event2026-06-30

Filed2026-07-13

TRANE TECHNOLOGIES PLC

2.21%

Shares3.4K

Event2026-06-30

Filed2026-07-13

LOW

LOWES COS INC

-13.33%

Shares7.7K

Event2026-06-30

Filed2026-07-13

MPWR

MONOLITHIC PWR SYS INC

1.10%

Shares1.2K

Event2026-06-30

Filed2026-07-13

FTNT

FORTINET INC

12.24%

Shares10.2K

Event2026-06-30

Filed2026-07-13

CIEN

CIENA CORP

-1.56%

Shares3.5K

Event2026-06-30

Filed2026-07-13

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-13

BRBR

BELLRING BRANDS INC

New

Shares127.7K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

3.32%

Shares11.6K

Event2026-06-30

Filed2026-07-13

VRT

VERTIV HOLDINGS CO

7.48%

Shares5.0K

Event2026-06-30

Filed2026-07-13

DAL

DELTA AIR LINES INC

10.16%

Shares18.1K

Event2026-06-30

Filed2026-07-13

ANGLOGOLD ASHANTI PLC

81.99%

Shares19.2K

Event2026-06-30

Filed2026-07-13

BLACKSTONE INC

66.28%

Shares12.7K

Event2026-06-30

Filed2026-07-13

PNC

PNC FINL SVCS GROUP INC

6.01%

Shares6.2K

Event2026-06-30

Filed2026-07-13

DFEM

DIMENSIONAL ETF TRUST

0.31%

Shares39.1K

Event2026-06-30

Filed2026-07-13

DFIV

DIMENSIONAL ETF TRUST

-7.42%

Shares28.0K

Event2026-06-30

Filed2026-07-13

ALAB

ASTERA LABS INC

51.43%

Shares3.8K

Event2026-06-30

Filed2026-07-13

MNST

MONSTER BEVERAGE CORP NEW

8.59%

Shares15.9K

Event2026-06-30

Filed2026-07-13

FITB

FIFTH THIRD BANCORP

3.56%

Shares26.8K

Event2026-06-30

Filed2026-07-13

MKS INC.

6.19%

Shares4.1K

Event2026-06-30

Filed2026-07-13

COHR

COHERENT CORP

3.55%

Shares4.6K

Event2026-06-30

Filed2026-07-13

ROST

ROSS STORES INC

1.15%

Shares6.6K

Event2026-06-30

Filed2026-07-13

SPMD

SPDR SERIES TRUST

0.00%

Shares22.1K

Event2026-06-30

Filed2026-07-13

ROK

ROCKWELL AUTOMATION INC

4.03%

Shares3.1K

Event2026-06-30

Filed2026-07-13

IWY

ISHARES TR

0.02%

Shares5.0K

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

1.36%

Shares34.6K

Event2026-06-30

Filed2026-07-13

BND

VANGUARD BD INDEX FDS

-6.48%

Shares20.0K

Event2026-06-30

Filed2026-07-13

JOHNSON CONTROLS INTERNATION

3.20%

Shares10.2K

Event2026-06-30

Filed2026-07-13

EMXC

ISHARES INC

6.12%

Shares14.7K

Event2026-06-30

Filed2026-07-13

TMUS

T-MOBILE US INC

5.53%

Shares7.7K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

0.18%

Shares2.8K

Event2026-06-30

Filed2026-07-13

SPEM

SPDR INDEX SHS FDS

0.09%

Shares27.7K

Event2026-06-30

Filed2026-07-13

IWR

ISHARES TR

40.63%

Shares13.0K

Event2026-06-30

Filed2026-07-13

WASTE MGMT INC DEL

-1.48%

Shares6.1K

Event2026-06-30

Filed2026-07-13

SNPS

SYNOPSYS INC

6.15%

Shares3.2K

Event2026-06-30

Filed2026-07-13

HCA

HCA HEALTHCARE INC

-3.24%

Shares3.5K

Event2026-06-30

Filed2026-07-13

ORLY

OREILLY AUTOMOTIVE INC

2.69%

Shares16.3K

Event2026-06-30

Filed2026-07-13

NSC

NORFOLK SOUTHN CORP

4.34%

Shares4.3K

Event2026-06-30

Filed2026-07-13

SSRM

SSR MINING IN

0.00%

Shares49.0K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

308.86%

Shares11.2K

Event2026-06-30

Filed2026-07-13

BKR

BAKER HUGHES COMPANY

9.65%

Shares24.0K

Event2026-06-30

Filed2026-07-13

IWD

ISHARES TR

33.42%

Shares5.5K

Event2026-06-30

Filed2026-07-13

RBRK

RUBRIK INC.

180.96%

Shares16.1K

Event2026-06-30

Filed2026-07-13

BANK OF NY MELLON CORP

6.32%

Shares8.9K

Event2026-06-30

Filed2026-07-13

IAUM

ISHARES GOLD TRUST MICRO

-1.27%

Shares32.4K

Event2026-06-30

Filed2026-07-13

GENERAL DYNAMICS CORP

9.76%

Shares3.5K

Event2026-06-30

Filed2026-07-13

SCHV

SCHWAB STRATEGIC TR

-4.01%

Shares37.8K

Event2026-06-30

Filed2026-07-13

KMI

KINDER MORGAN INC DEL

-0.06%

Shares40.3K

Event2026-06-30

Filed2026-07-13

WAY

WAYSTAR HLDG CORP

New

Shares57.6K

Event2026-06-30

Filed2026-07-13

ELV

ELEVANCE HEALTH INC FORMERLY

115.38%

Shares3.1K

Event2026-06-30

Filed2026-07-13

TRGP

TARGA RES CORP

-5.23%

Shares4.7K

Event2026-06-30

Filed2026-07-13

HLT

HILTON WORLDWIDE HLDGS INC

3.45%

Shares3.8K

Event2026-06-30

Filed2026-07-13

MCO

MOODYS CORP

2.10%

Shares2.6K

Event2026-06-30

Filed2026-07-13

LUMENTUM HLDGS INC

16.19%

Shares1.6K

Event2026-06-30

Filed2026-07-13

GRMN

GARMIN LTD

1.42%

Shares5.2K

Event2026-06-30

Filed2026-07-13

AEP

AMERICAN ELEC PWR CO INC

6.00%

Shares9.4K

Event2026-06-30

Filed2026-07-13

ADP

AUTOMATIC DATA PROCESSING IN

-12.81%

Shares5.2K

Event2026-06-30

Filed2026-07-13

DHI

D R HORTON INC

2.22%

Shares8.3K

Event2026-06-30

Filed2026-07-13

INTF

ISHARES TR

0.02%

Shares30.3K

Event2026-06-30

Filed2026-07-13

DASH

DOORDASH INC

-8.70%

Shares6.5K

Event2026-06-30

Filed2026-07-13

STT

STATE STR CORP

3.97%

Shares6.9K

Event2026-06-30

Filed2026-07-13

TRAVELERS COMPANIES INC

14.12%

Shares3.7K

Event2026-06-30

Filed2026-07-13

EBAY

EBAY INC.

3.93%

Shares10.6K

Event2026-06-30

Filed2026-07-13

CARR

CARRIER GLOBAL CORPORATION

2.81%

Shares17.8K

Event2026-06-30

Filed2026-07-13

IVE

ISHARES TR

-2.01%

Shares5.4K

Event2026-06-30

Filed2026-07-13

FBTC

FIDELITY WISE ORIGIN BITCOIN

102.18%

Shares22.1K

Event2026-06-30

Filed2026-07-13

FDX

FEDEX CORP

27.72%

Shares3.9K

Event2026-06-30

Filed2026-07-13

IAU

ISHARES GOLD TR

24.18%

Shares15.8K

Event2026-06-30

Filed2026-07-13

MUSA

MURPHY USA INC

14.56%

Shares2.1K

Event2026-06-30

Filed2026-07-13

EDWARDS LIFESCIENCES CORP

-3.13%

Shares13.1K

Event2026-06-30

Filed2026-07-13

XLP

SELECT SECTOR SPDR TR

-0.12%

Shares14.3K

Event2026-06-30

Filed2026-07-13

CMI

CUMMINS INC

4.36%

Shares1.8K

Event2026-06-30

Filed2026-07-13

VTR

VENTAS INC

0.02%

Shares13.2K

Event2026-06-30

Filed2026-07-13

FHN

FIRST HORIZON CORPORATION

2.84%

Shares46.2K

Event2026-06-30

Filed2026-07-13

FNDX

SCHWAB STRATEGIC TR

-13.54%

Shares37.5K

Event2026-06-30

Filed2026-07-13

VANECK ETF TRUST

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-13

AIG

AMERICAN INTL GROUP INC

10.43%

Shares14.8K

Event2026-06-30

Filed2026-07-13

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares37.8K

Event2026-06-30

Filed2026-07-13

BSX

BOSTON SCIENTIFIC CORP

33.42%

Shares26.1K

Event2026-06-30

Filed2026-07-13

DFAT

DIMENSIONAL ETF TRUST

0.04%

Shares16.7K

Event2026-06-30

Filed2026-07-13

PPC

PILGRIMS PRIDE CORP

39.40%

Shares41.1K

Event2026-06-30

Filed2026-07-13

CONSOLIDATED EDISON INC

-0.44%

Shares10.4K

Event2026-06-30

Filed2026-07-13

FIX

COMFORT SYS USA INC

7.53%

Shares657

Event2026-06-30

Filed2026-07-13

CFG

CITIZENS FINL GROUP INC

7.90%

Shares16.4K

Event2026-06-30

Filed2026-07-13

VSGX

VANGUARD WORLD FD

0.76%

Shares13.8K

Event2026-06-30

Filed2026-07-13

EQIX

EQUINIX INC

6.87%

Shares1.1K

Event2026-06-30

Filed2026-07-13

BAX

BAXTER INTL INC

74.84%

Shares49.9K

Event2026-06-30

Filed2026-07-13

TDG

TRANSDIGM GROUP INC

2.71%

Shares871

Event2026-06-30

Filed2026-07-13

AFL

AFLAC INC

-1.93%

Shares9.2K

Event2026-06-30

Filed2026-07-13

SEB

SEABOARD CORP DEL

-0.83%

Shares240

Event2026-06-30

Filed2026-07-13

TER

TERADYNE INC

2.51%

Shares3.1K

Event2026-06-30

Filed2026-07-13

BMY

BRISTOL-MYERS SQUIBB CO

12.07%

Shares19.2K

Event2026-06-30

Filed2026-07-13

OKE

ONEOK INC NEW

-12.68%

Shares12.2K

Event2026-06-30

Filed2026-07-13

NTAP

NETAPP INC

4.14%

Shares6.5K

Event2026-06-30

Filed2026-07-13

SERVICENOW INC

-3.87%

Shares10.2K

Event2026-06-30

Filed2026-07-13

SCHM

SCHWAB STRATEGIC TR

0.02%

Shares30.3K

Event2026-06-30

Filed2026-07-13

SCZ

ISHARES TR

-0.82%

Shares12.9K

Event2026-06-30

Filed2026-07-13

MTB

M & T BK CORP

1.03%

Shares4.4K

Event2026-06-30

Filed2026-07-13

GWW

WW GRAINGER INC

3.48%

Shares774

Event2026-06-30

Filed2026-07-13

PCAR

PACCAR INC

5.47%

Shares8.5K

Event2026-06-30

Filed2026-07-13

SYK

STRYKER CORPORATION

-12.01%

Shares3.2K

Event2026-06-30

Filed2026-07-13

ZION

ZIONS BANCORPORATION NATL AS

8.23%

Shares14.8K

Event2026-06-30

Filed2026-07-13

UNM

UNUM GROUP

2.13%

Shares12.0K

Event2026-06-30

Filed2026-07-13

FREEPORT MCMORAN INC

8.56%

Shares17.0K

Event2026-06-30

Filed2026-07-13

LNG

CHENIERE ENERGY INC

39.73%

Shares4.0K

Event2026-06-30

Filed2026-07-13

OXY

OCCIDENTAL PETE CORP

20.72%

Shares19.7K

Event2026-06-30

Filed2026-07-13

PLD

PROLOGIS INC.

8.63%

Shares7.4K

Event2026-06-30

Filed2026-07-13

KEYS

KEYSIGHT TECHNOLOGIES INC

4.51%

Shares3.2K

Event2026-06-30

Filed2026-07-13

EPD

ENTERPRISE PRODS PARTNERS L

18.99%

Shares27.8K

Event2026-06-30

Filed2026-07-13

EOG

EOG RES INC

63.47%

Shares7.7K

Event2026-06-30

Filed2026-07-13

EMR

EMERSON ELEC CO

5.24%

Shares7.4K

Event2026-06-30

Filed2026-07-13

IJS

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-13

IXUS

ISHARES TR

0.64%

Shares10.7K

Event2026-06-30

Filed2026-07-13

CAH

CARDINAL HEALTH INC

-7.61%

Shares4.3K

Event2026-06-30

Filed2026-07-13

BOXX

EA SERIES TRUST

-63.27%

Shares8.6K

Event2026-06-30

Filed2026-07-13

PKW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-13

HONEYWELL AEROSPACE INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

-19.23%

Shares41.8K

Event2026-06-30

Filed2026-07-13

XLE

SELECT SECTOR SPDR TR

1.81%

Shares18.3K

Event2026-06-30

Filed2026-07-13

SHW

SHERWIN WILLIAMS CO

1.79%

Shares3.0K

Event2026-06-30

Filed2026-07-13

BURLINGTON STORES INC

-2.57%

Shares3.1K

Event2026-06-30

Filed2026-07-13

VSDM

VANGUARD MUN BD FDS

New

Shares13.2K

Event2026-06-30

Filed2026-07-13

ANTERO RESOURCES CORP

37.28%

Shares30.0K

Event2026-06-30

Filed2026-07-13

TMFG

RBB FD INC

-13.38%

Shares31.6K

Event2026-06-30

Filed2026-07-13

ECL

ECOLAB INC

5.23%

Shares3.6K

Event2026-06-30

Filed2026-07-13

CSX

CSX CORP

8.27%

Shares19.8K

Event2026-06-30

Filed2026-07-13

XLC

SELECT SECTOR SPDR TR

0.22%

Shares8.7K

Event2026-06-30

Filed2026-07-13

GENERAL MTRS CO

2.98%

Shares12.4K

Event2026-06-30

Filed2026-07-13

VOOV

VANGUARD ADMIRAL FDS INC

-0.21%

Shares4.3K

Event2026-06-30

Filed2026-07-13

UTHR

UNITED THERAPEUTICS CORP DEL

4.91%

Shares1.8K

Event2026-06-30

Filed2026-07-13

LBRDK

LIBERTY BROADBAND CORP

New

Shares31.1K

Event2026-06-30

Filed2026-07-13

WBD

WARNER BROS DISCOVERY INC

-1.06%

Shares35.6K

Event2026-06-30

Filed2026-07-13

LBRDA

LIBERTY BROADBAND CORP

New

Shares30.6K

Event2026-06-30

Filed2026-07-13

ITW

ILLINOIS TOOL WKS INC

-0.34%

Shares3.5K

Event2026-06-30

Filed2026-07-13

FYC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-13

DATADOG INC

0.06%

Shares3.6K

Event2026-06-30

Filed2026-07-13

VTES

VANGUARD WELLINGTON FD

14.65%

Shares9.1K

Event2026-06-30

Filed2026-07-13

AMKR

AMKOR TECHNOLOGY INC

5.73%

Shares13.1K

Event2026-06-30

Filed2026-07-13

PSI

INVESCO EXCHANGE TRADED FD T

New

Shares5.7K

Event2026-06-30

Filed2026-07-13

APA CORPORATION

180.48%

Shares27.4K

Event2026-06-30

Filed2026-07-13

DVN

DEVON ENERGY CORP NEW

61.56%

Shares21.6K

Event2026-06-30

Filed2026-07-13

NVS

NOVARTIS AG

-11.92%

Shares5.9K

Event2026-06-30

Filed2026-07-13

ICE

INTERCONTINENTAL EXCHANGE IN

-16.90%

Shares6.7K

Event2026-06-30

Filed2026-07-13

PNFP

PINNACLE FINL PARTNERS INC

2.99%

Shares9.0K

Event2026-06-30

Filed2026-07-13

FNDE

SCHWAB STRATEGIC TR

47.93%

Shares22.1K

Event2026-06-30

Filed2026-07-13

APD

AIR PRODUCTS AND CHEMICALS I

2.29%

Shares3.0K

Event2026-06-30

Filed2026-07-13

MAIN

MAIN STR CAP CORP

New

Shares16.9K

Event2026-06-30

Filed2026-07-13

ASTRAZENECA PLC

-10.89%

Shares5.2K

Event2026-06-30

Filed2026-07-13

QRVO

QORVO INC

1.61%

Shares10.2K

Event2026-06-30

Filed2026-07-13

UAL

UNITED AIRLS HLDGS INC

8.78%

Shares6.9K

Event2026-06-30

Filed2026-07-13

REGN

REGENERON PHARMACEUTICALS

9.35%

Shares1.3K

Event2026-06-30

Filed2026-07-13

ARCH CAP GROUP LTD

87.52%

Shares8.6K

Event2026-06-30

Filed2026-07-13

DLR

DIGITAL RLTY TR INC

4.83%

Shares4.8K

Event2026-06-30

Filed2026-07-13

MET

METLIFE INC

6.35%

Shares9.5K

Event2026-06-30

Filed2026-07-13

GPN

GLOBAL PMTS INC

-1.58%

Shares11.4K

Event2026-06-30

Filed2026-07-13

SEAGATE TECHNOLOGY HLDNGS PL

-1.87%

Shares947

Event2026-06-30

Filed2026-07-13

AME

AMETEK INC

2.05%

Shares3.7K

Event2026-06-30

Filed2026-07-13

COR

CENCORA INC

-2.21%

Shares2.8K

Event2026-06-30

Filed2026-07-13

TFC

TRUIST FINL CORP

19.44%

Shares16.6K

Event2026-06-30

Filed2026-07-13

MMC

MARSH & MCLENNAN COS INC

-5.25%

Shares4.8K

Event2026-06-30

Filed2026-07-13

RSG

REPUBLIC SVCS INC

27.83%

Shares3.9K

Event2026-06-30

Filed2026-07-13

TMO

THERMO FISHER SCIENTIFIC INC

-10.23%

Shares1.6K

Event2026-06-30

Filed2026-07-13

CME

CME GROUP INC

-10.37%

Shares3.5K

Event2026-06-30

Filed2026-07-13

DOMINION ENERGY INC

4.01%

Shares11.9K

Event2026-06-30

Filed2026-07-13

HONEYWELL INTL INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-13

AFFIRM HLDGS INC

-3.68%

Shares10.0K

Event2026-06-30

Filed2026-07-13

SNOWFLAKE INC

-20.05%

Shares3.2K

Event2026-06-30

Filed2026-07-13

AGNC INVT CORP

1.36%

Shares73.8K

Event2026-06-30

Filed2026-07-13

3M CO

18.52%

Shares5.2K

Event2026-06-30

Filed2026-07-13

CNC

CENTENE CORP DEL

18.65%

Shares12.2K

Event2026-06-30

Filed2026-07-13

ROYAL BK CDA

-11.92%

Shares3.9K

Event2026-06-30

Filed2026-07-13

MDLZ

MONDELEZ INTL INC

17.04%

Shares13.8K

Event2026-06-30

Filed2026-07-13

SHEL

SHELL PLC

-13.06%

Shares9.8K

Event2026-06-30

Filed2026-07-13

SCHY

SCHWAB STRATEGIC TR

0.74%

Shares25.2K

Event2026-06-30

Filed2026-07-13

DFAS

DIMENSIONAL ETF TRUST

19.33%

Shares9.9K

Event2026-06-30

Filed2026-07-13

WORLD GOLD TR

-8.76%

Shares9.8K

Event2026-06-30

Filed2026-07-13

ETR

ENTERGY CORP NEW

3.26%

Shares6.9K

Event2026-06-30

Filed2026-07-13

TWLO

TWILIO INC

2.07%

Shares3.7K

Event2026-06-30

Filed2026-07-13

MTSI

MACOM TECH SOLUTIONS HLDGS I

7.63%

Shares2.6K

Event2026-06-30

Filed2026-07-13

ESGD

ISHARES TR

New

Shares7.7K

Event2026-06-30

Filed2026-07-13

IBIT

ISHARES BITCOIN TRUST ETF

-66.16%

Shares21.6K

Event2026-06-30

Filed2026-07-13

CVNA

CARVANA CO

436.62%

Shares11.9K

Event2026-06-30

Filed2026-07-13

SHARKNINJA INC

15.71%

Shares5.1K

Event2026-06-30

Filed2026-07-13

AVMV

AMERICAN CENTY ETF TR

4.50%

Shares9.6K

Event2026-06-30

Filed2026-07-13

DBEF

DBX ETF TR

-48.91%

Shares14.0K

Event2026-06-30

Filed2026-07-13

XEL

XCEL ENERGY INC

5.97%

Shares9.6K

Event2026-06-30

Filed2026-07-13

IBKR

INTERACTIVE BROKERS GROUP IN

9.95%

Shares8.1K

Event2026-06-30

Filed2026-07-13

ADSK

AUTODESK INC

-21.44%

Shares3.7K

Event2026-06-30

Filed2026-07-13

HPE

HEWLETT PACKARD ENTERPRISE C

6.64%

Shares15.7K

Event2026-06-30

Filed2026-07-13

ELECTRONIC ARTS INC

24.02%

Shares3.7K

Event2026-06-30

Filed2026-07-13

REALTY INCOME CORP

44.09%

Shares11.9K

Event2026-06-30

Filed2026-07-13

AGILENT TECHNOLOGIES INC

10.83%

Shares5.6K

Event2026-06-30

Filed2026-07-13

AZO

AUTOZONE INC

4.27%

Shares244

Event2026-06-30

Filed2026-07-13

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

9.81%

Shares3.0K

Event2026-06-30

Filed2026-07-13

SYF

SYNCHRONY FINANCIAL

7.96%

Shares10.2K

Event2026-06-30

Filed2026-07-13

FANG

DIAMONDBACK ENERGY INC

5.09%

Shares4.0K

Event2026-06-30

Filed2026-07-13

TPR

TAPESTRY INC

2.24%

Shares5.2K

Event2026-06-30

Filed2026-07-13

SLB

SLB LIMITED

9.65%

Shares15.4K

Event2026-06-30

Filed2026-07-13

EQT

EQT CORP

-2.90%

Shares15.0K

Event2026-06-30

Filed2026-07-13

MSCI

MSCI INC

-4.27%

Shares1.2K

Event2026-06-30

Filed2026-07-13

LQDA

LIQUIDIA CORPORATION

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-13

STIP

ISHARES TR

12.02%

Shares7.2K

Event2026-06-30

Filed2026-07-13

NUE

NUCOR CORP

15.78%

Shares3.2K

Event2026-06-30

Filed2026-07-13

BHB

BAR HBR BANKSHARES

0.40%

Shares19.5K

Event2026-06-30

Filed2026-07-13

VDE

VANGUARD WORLD FD

0.09%

Shares4.6K

Event2026-06-30

Filed2026-07-13

SPDR SERIES TRUST

0.56%

Shares8.1K

Event2026-06-30

Filed2026-07-13

BSMR

INVESCO EXCH TRD SLF IDX FD

New

Shares30.5K

Event2026-06-30

Filed2026-07-13

WRB

BERKLEY W R CORP

17.54%

Shares10.0K

Event2026-06-30

Filed2026-07-13

BSMQ

INVESCO EXCH TRD SLF IDX FD

New

Shares30.5K

Event2026-06-30

Filed2026-07-13

HIG

HARTFORD INSURANCE GROUP INC

6.38%

Shares5.2K

Event2026-06-30

Filed2026-07-13

BSMT

INVESCO EXCH TRD SLF IDX FD

New

Shares31.1K

Event2026-06-30

Filed2026-07-13

ODFL

OLD DOMINION FREIGHT LINE IN

10.69%

Shares3.1K

Event2026-06-30

Filed2026-07-13

BPOP

POPULAR INC

1.23%

Shares4.2K

Event2026-06-30

Filed2026-07-13

BSMS

INVESCO EXCH TRD SLF IDX FD

New

Shares30.4K

Event2026-06-30

Filed2026-07-13

DOLLAR GEN CORP

-4.74%

Shares6.0K

Event2026-06-30

Filed2026-07-13

BSMU

INVESCO EXCH TRD SLF IDX FD

New

Shares32.4K

Event2026-06-30

Filed2026-07-13

BSMV

INVESCO EXCH TRD SLF IDX FD

New

Shares33.8K

Event2026-06-30

Filed2026-07-13

HSBC

HSBC HLDGS PLC

-16.35%

Shares7.1K

Event2026-06-30

Filed2026-07-13

IEUR

ISHARES TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-13

YUM

YUM BRANDS INC

7.29%

Shares4.3K

Event2026-06-30

Filed2026-07-13

BSMW

INVESCO EXCH TRD SLF IDX FD

New

Shares27.9K

Event2026-06-30

Filed2026-07-13

HAL

HALLIBURTON CO

6.22%

Shares20.4K

Event2026-06-30

Filed2026-07-13

NU HLDGS LTD

-2.71%

Shares50.8K

Event2026-06-30

Filed2026-07-13

SPOTIFY TECHNOLOGY S A

-4.21%

Shares1.5K

Event2026-06-30

Filed2026-07-13

XLI

SELECT SECTOR SPDR TR

0.10%

Shares3.8K

Event2026-06-30

Filed2026-07-13

GLD

SPDR GOLD TR

-2.78%

Shares1.8K

Event2026-06-30

Filed2026-07-13

ARES CAPITAL CORP

-2.46%

Shares36.4K

Event2026-06-30

Filed2026-07-13

WST

WEST PHARMACEUTICAL SVSC INC

12.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

IBB

ISHARES TR

-16.82%

Shares3.5K

Event2026-06-30

Filed2026-07-13

DOV

DOVER CORP

16.04%

Shares3.1K

Event2026-06-30

Filed2026-07-13

CORTEVA INC

50.16%

Shares7.9K

Event2026-06-30

Filed2026-07-13

HEFA

ISHARES TR

New

Shares14.5K

Event2026-06-30

Filed2026-07-13

APOLLO GLOBAL MGMT INC

3.98%

Shares5.6K

Event2026-06-30

Filed2026-07-13

FNDF

SCHWAB STRATEGIC TR

-17.43%

Shares12.6K

Event2026-06-30

Filed2026-07-13

ABNB

AIRBNB INC

1.69%

Shares4.5K

Event2026-06-30

Filed2026-07-13

SNSR

GLOBAL X FDS

0.01%

Shares13.7K

Event2026-06-30

Filed2026-07-13

IVZ

INVESCO LTD

1.37%

Shares22.9K

Event2026-06-30

Filed2026-07-13

ANTERO MIDSTREAM CORP

2.08%

Shares29.8K

Event2026-06-30

Filed2026-07-13

SYY

SYSCO CORP

10.66%

Shares7.9K

Event2026-06-30

Filed2026-07-13

DFUV

DIMENSIONAL ETF TRUST

0.06%

Shares12.0K

Event2026-06-30

Filed2026-07-13

XYZ

BLOCK INC

14.21%

Shares8.5K

Event2026-06-30

Filed2026-07-13

WAB

WABTEC

11.94%

Shares2.5K

Event2026-06-30

Filed2026-07-13

WBS

WEBSTER FINL CORP

14.23%

Shares8.6K

Event2026-06-30

Filed2026-07-13

RBLX

ROBLOX CORP

-18.45%

Shares11.8K

Event2026-06-30

Filed2026-07-13

WSM

WILLIAMS SONOMA INC

3.38%

Shares2.9K

Event2026-06-30

Filed2026-07-13

VST

VISTRA CORP

-15.30%

Shares4.1K

Event2026-06-30

Filed2026-07-13

DGX

QUEST DIAGNOSTICS INC

2.83%

Shares3.1K

Event2026-06-30

Filed2026-07-13

HBAN

HUNTINGTON BANCSHARES INC

7.82%

Shares36.2K

Event2026-06-30

Filed2026-07-13

CMS

CMS ENERGY CORP

13.43%

Shares8.4K

Event2026-06-30

Filed2026-07-13

CBOE

CBOE GLOBAL MKTS INC

-4.60%

Shares2.3K

Event2026-06-30

Filed2026-07-13

CBRE

CBRE GROUP INC

0.77%

Shares4.4K

Event2026-06-30

Filed2026-07-13

INVESCO EXCH TRADED FD TR II

0.00%

Shares26.2K

Event2026-06-30

Filed2026-07-13

AON

AON PLC

-2.17%

Shares1.7K

Event2026-06-30

Filed2026-07-13

SPYG

SPDR SERIES TRUST

10.69%

Shares5.1K

Event2026-06-30

Filed2026-07-13

MP MATERIALS CORP

-0.91%

Shares11.6K

Event2026-06-30

Filed2026-07-13

NLY

ANNALY CAPITAL MANAGEMENT IN

1.60%

Shares26.4K

Event2026-06-30

Filed2026-07-13

JAZZ PHARMACEUTICALS PLC

7.43%

Shares2.5K

Event2026-06-30

Filed2026-07-13

FELG

FIDELITY COVINGTON TRUST

New

Shares13.6K

Event2026-06-30

Filed2026-07-13

DIVI

FRANKLIN TEMPLETON ETF TR

New

Shares14.0K

Event2026-06-30

Filed2026-07-13

QUAL

ISHARES TR

11.95%

Shares2.7K

Event2026-06-30

Filed2026-07-13

TGT

TARGET CORP

37.05%

Shares4.4K

Event2026-06-30

Filed2026-07-13

BSMZ

INVESCO EXCH TRD SLF IDX FD

New

Shares23.6K

Event2026-06-30

Filed2026-07-13

VHT

VANGUARD WORLD FD

38.32%

Shares2.0K

Event2026-06-30

Filed2026-07-13

BIIB

BIOGEN INC

3.58%

Shares3.0K

Event2026-06-30

Filed2026-07-13

KROGER CO

11.13%

Shares9.9K

Event2026-06-30

Filed2026-07-13

BSMY

INVESCO EXCH TRD SLF IDX FD

New

Shares24.4K

Event2026-06-30

Filed2026-07-13

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-13

NTSX

WISDOMTREE TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-13

DIHP

DIMENSIONAL ETF TRUST

112.04%

Shares17.4K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

TSLA Call CallTESLA INC300 sharesnew addition2026-06-302026-07-13

MU Call CallMICRON TECHNOLOGY INC100 sharesnew addition2026-06-302026-07-13

TSLA Call

TESLA INC

New

Shares300

Event2026-06-30

Filed2026-07-13

MU Call

MICRON TECHNOLOGY INC

New

Shares100

Event2026-06-30

Filed2026-07-13

Put Option Holdings

MU Put PutMICRON TECHNOLOGY INC100 sharesnew addition2026-06-302026-07-13

MU Put

MICRON TECHNOLOGY INC

New

Shares100

Event2026-06-30

Filed2026-07-13