The Analysis of Westfuller Advisors, LLC's Holdings & P&L


Currently, Westfuller Advisors, LLC holds 765 types of securities in its portfolio with a total value $274.7M. In the most recent quarter, they have increased their positions in N/A (+13.1K shares, valued at $9.8M), VONG (+60.5K shares, valued at $7.7M), CVLC (+42.8K shares, valued at $4.0M); decreased their positions in SHY (-5.0K shares, valued at $411.8K), NYF (-5.3K shares, valued at $287.5K), VYM (-1.6K shares, valued at $260.4K); initiated new positions in JBL (+942 shares, valued at $363.1K), IWR (+2.9K shares, valued at $320.6K), N/A (+1.4K shares, valued at $308.1K).


1M P&L
-3.8M-1.76%
3M P&L
+1.0M+0.49%
HY P&L
+14.5M+7.33%

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/A136.4M
60.4%
2Semiconductors12.5M
5.6%
3Consumer Electronics9.8M
4.3%

Top Industries by Stock Count

1N/A160 stocks
23.6%
2Banks - Regional19 stocks
2.8%
3Semiconductors18 stocks
2.7%
Stock Holdings
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
435.22%
Shares16.1K
Event2026-06-30
Filed2026-07-29
GOVT
ISHARES TR
16.46%
Shares439.5K
Event2026-06-30
Filed2026-07-29
AAPL
APPLE INC
15.68%
Shares33.9K
Event2026-06-30
Filed2026-07-29
VOO
VANGUARD INDEX FDS
-2.13%
Shares13.8K
Event2026-06-30
Filed2026-07-29
NVDA
NVIDIA CORPORATION
0.89%
Shares43.9K
Event2026-06-30
Filed2026-07-29
VONG
VANGUARD SCOTTSDALE FDS
302400.00%
Shares60.5K
Event2026-06-30
Filed2026-07-29
NUBD
NUSHARES ETF TR
-1.23%
Shares313.1K
Event2026-06-30
Filed2026-07-29
AMZN
AMAZON COM INC
3.47%
Shares28.6K
Event2026-06-30
Filed2026-07-29
VSGX
VANGUARD WORLD FD
25.03%
Shares80.6K
Event2026-06-30
Filed2026-07-29
ISHARES TR
ISHARES TR
1.78%
Shares66.1K
Event2026-06-30
Filed2026-07-29
ISHARES TR
ISHARES TR
25.40%
Shares62.6K
Event2026-06-30
Filed2026-07-29
ESGV
VANGUARD WORLD FD
62.46%
Shares42.0K
Event2026-06-30
Filed2026-07-29
CVLC
MORGAN STANLEY ETF TRUST
574.09%
Shares50.2K
Event2026-06-30
Filed2026-07-29
GOOG
ALPHABET INC
43.82%
Shares13.4K
Event2026-06-30
Filed2026-07-29
GOOGL
ALPHABET INC
18.99%
Shares12.2K
Event2026-06-30
Filed2026-07-29
EAGG
ISHARES TR
86.76%
Shares91.0K
Event2026-06-30
Filed2026-07-29
CMF
ISHARES TR
0.74%
Shares69.6K
Event2026-06-30
Filed2026-07-29
ISHARES TR
ISHARES TR
2.24%
Shares5.1K
Event2026-06-30
Filed2026-07-29
WOMN
TIDAL TRUST III
-1.70%
Shares85.4K
Event2026-06-30
Filed2026-07-29
EFG
ISHARES TR
755.38%
Shares28.2K
Event2026-06-30
Filed2026-07-29
CHGX1
EA SERIES TRUST
-6.35%
Shares104.7K
Event2026-06-30
Filed2026-07-29
GLD
SPDR GOLD TR
-1.43%
Shares9.4K
Event2026-06-30
Filed2026-07-29
MSFT
MICROSOFT CORP
50.94%
Shares9.2K
Event2026-06-30
Filed2026-07-29
JSTC
TIDAL TRUST I
6.52%
Shares148.1K
Event2026-06-30
Filed2026-07-29
QQQ
INVESCO QQQ TR
-4.69%
Shares4.6K
Event2026-06-30
Filed2026-07-29
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
33.03%
Shares10.3K
Event2026-06-30
Filed2026-07-29
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.52%
Shares6.4K
Event2026-06-30
Filed2026-07-29
BROADCOM INC
BROADCOM INC
1.56%
Shares7.7K
Event2026-06-30
Filed2026-07-29
BSV
VANGUARD BD INDEX FDS
2.72%
Shares36.4K
Event2026-06-30
Filed2026-07-29
LRCX
LAM RESEARCH CORP
-5.49%
Shares6.5K
Event2026-06-30
Filed2026-07-29
BIV
VANGUARD BD INDEX FDS
-1.57%
Shares35.4K
Event2026-06-30
Filed2026-07-29
DMXF
ISHARES TR
-0.78%
Shares32.1K
Event2026-06-30
Filed2026-07-29
JNJ
JOHNSON & JOHNSON
40.07%
Shares10.4K
Event2026-06-30
Filed2026-07-29
NUSC
NUSHARES ETF TR
37.06%
Shares50.3K
Event2026-06-30
Filed2026-07-29
LLY
ELI LILLY & CO
-3.10%
Shares2.1K
Event2026-06-30
Filed2026-07-29
DGRO
ISHARES TR
2.69%
Shares32.9K
Event2026-06-30
Filed2026-07-29
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.29%
Shares6.3K
Event2026-06-30
Filed2026-07-29
VXUS
VANGUARD STAR FDS
0.44%
Shares26.5K
Event2026-06-30
Filed2026-07-29
ERET
ISHARES TR
31.90%
Shares70.9K
Event2026-06-30
Filed2026-07-29
GS
GOLDMAN SACHS GROUP INC
0.10%
Shares2.0K
Event2026-06-30
Filed2026-07-29
IGRO
ISHARES TR
1.35%
Shares20.9K
Event2026-06-30
Filed2026-07-29
IAUM
ISHARES GOLD TRUST MICRO
27.47%
Shares44.8K
Event2026-06-30
Filed2026-07-29
PANW
PALO ALTO NETWORKS INC
4.33%
Shares5.2K
Event2026-06-30
Filed2026-07-29
NYF
ISHARES TR
-14.15%
Shares32.4K
Event2026-06-30
Filed2026-07-29
NACP
TIDAL TRUST III
5.84%
Shares27.7K
Event2026-06-30
Filed2026-07-29
JQUA
J P MORGAN EXCHANGE TRADED F
0.27%
Shares23.0K
Event2026-06-30
Filed2026-07-29
VEU
VANGUARD INTL EQUITY INDEX F
-0.54%
Shares19.1K
Event2026-06-30
Filed2026-07-29
VMBS
VANGUARD SCOTTSDALE FDS
-0.08%
Shares33.6K
Event2026-06-30
Filed2026-07-29
VYM
VANGUARD WHITEHALL FDS
-14.66%
Shares9.6K
Event2026-06-30
Filed2026-07-29
UNP
UNION PAC CORP
9.27%
Shares5.5K
Event2026-06-30
Filed2026-07-29
XMHQ
INVESCO EXCHANGE TRADED FD T
-14.00%
Shares12.7K
Event2026-06-30
Filed2026-07-29
NUEM
NUSHARES ETF TR
-0.49%
Shares31.7K
Event2026-06-30
Filed2026-07-29
VXF
VANGUARD INDEX FDS
-10.05%
Shares5.4K
Event2026-06-30
Filed2026-07-29
IBM
INTERNATIONAL BUSINESS MACHS
0.36%
Shares4.7K
Event2026-06-30
Filed2026-07-29
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
27.17%
Shares1.3K
Event2026-06-30
Filed2026-07-29
SBUX
STARBUCKS CORP
5.12%
Shares11.8K
Event2026-06-30
Filed2026-07-29
IWM
ISHARES TR
31.08%
Shares4.0K
Event2026-06-30
Filed2026-07-29
BNDX
VANGUARD CHARLOTTE FDS
0.69%
Shares22.7K
Event2026-06-30
Filed2026-07-29
VEA
VANGUARD TAX-MANAGED FDS
96.31%
Shares15.4K
Event2026-06-30
Filed2026-07-29
AMD
ADVANCED MICRO DEVICES INC
279.75%
Shares1.8K
Event2026-06-30
Filed2026-07-29
AXP
AMERICAN EXPRESS CO
-1.25%
Shares3.1K
Event2026-06-30
Filed2026-07-29
META PLATFORMS INC
META PLATFORMS INC
0.86%
Shares1.8K
Event2026-06-30
Filed2026-07-29
DIS
DISNEY WALT CO
5.03%
Shares9.8K
Event2026-06-30
Filed2026-07-29
PEP
PEPSICO INC
7.88%
Shares6.7K
Event2026-06-30
Filed2026-07-29
VNQ
VANGUARD INDEX FDS
-2.54%
Shares9.3K
Event2026-06-30
Filed2026-07-29
SPIB
SPDR SERIES TRUST
-5.06%
Shares26.8K
Event2026-06-30
Filed2026-07-29
VANGUARD SCOTTSDALE FDS
VANGUARD SCOTTSDALE FDS
1.42%
Shares7.1K
Event2026-06-30
Filed2026-07-29
NULG
NUSHARES ETF TR
0.00%
Shares7.0K
Event2026-06-30
Filed2026-07-29
BK
BANK OF NY MELLON CORP
-7.49%
Shares5.3K
Event2026-06-30
Filed2026-07-29
SUSB
ISHARES TR
-19.79%
Shares29.8K
Event2026-06-30
Filed2026-07-29
VISA INC
VISA INC
45.58%
Shares2.2K
Event2026-06-30
Filed2026-07-29
IWF
ISHARES TR
300.41%
Shares5.8K
Event2026-06-30
Filed2026-07-29
CISCO SYS INC
CISCO SYS INC
6.04%
Shares6.1K
Event2026-06-30
Filed2026-07-29
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.83%
Shares1.5K
Event2026-06-30
Filed2026-07-29
TMO
THERMO FISHER SCIENTIFIC INC
2.46%
Shares1.4K
Event2026-06-30
Filed2026-07-29
APPLIED MATLS INC
APPLIED MATLS INC
-10.97%
Shares950
Event2026-06-30
Filed2026-07-29
SPEM
SPDR INDEX SHS FDS
3.85%
Shares13.2K
Event2026-06-30
Filed2026-07-29
MU
MICRON TECHNOLOGY INC
-0.74%
Shares540
Event2026-06-30
Filed2026-07-29
WMG
WARNER MUSIC GROUP CORP
0.00%
Shares23.0K
Event2026-06-30
Filed2026-07-29
REGL
PROSHARES TR
0.51%
Shares6.5K
Event2026-06-30
Filed2026-07-29
IYW
ISHARES TR
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-29
TLT
ISHARES TR
5.12%
Shares6.8K
Event2026-06-30
Filed2026-07-29
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
3.76%
Shares1.1K
Event2026-06-30
Filed2026-07-29
VUG
VANGUARD INDEX FDS
500.48%
Shares6.2K
Event2026-06-30
Filed2026-07-29
ED
CONSOLIDATED EDISON INC
2.24%
Shares4.8K
Event2026-06-30
Filed2026-07-29
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-29
INTC
INTEL CORP
-12.89%
Shares3.6K
Event2026-06-30
Filed2026-07-29
HD
HOME DEPOT INC
0.74%
Shares1.4K
Event2026-06-30
Filed2026-07-29
VWO
VANGUARD INTL EQUITY INDEX F
61.63%
Shares8.1K
Event2026-06-30
Filed2026-07-29
EFA
ISHARES TR
2.73%
Shares4.4K
Event2026-06-30
Filed2026-07-29
ABBVIE INC
ABBVIE INC
203.50%
Shares1.6K
Event2026-06-30
Filed2026-07-29
WMT
WALMART INC
2438.57%
Shares3.6K
Event2026-06-30
Filed2026-07-29
MRK
MERCK & CO INC
-1.47%
Shares3.0K
Event2026-06-30
Filed2026-07-29
NSC
NORFOLK SOUTHN CORP
-1.87%
Shares1.2K
Event2026-06-30
Filed2026-07-29
BN
BROOKFIELD CORP
0.09%
Shares8.6K
Event2026-06-30
Filed2026-07-29
CMCSA
COMCAST CORP NEW
-1.67%
Shares14.9K
Event2026-06-30
Filed2026-07-29
KO
COCA COLA CO
123.21%
Shares4.5K
Event2026-06-30
Filed2026-07-29
JBL
JABIL INC
New
Shares942
Event2026-06-30
Filed2026-07-29
ETN
EATON CORP PLC
-0.24%
Shares841
Event2026-06-30
Filed2026-07-29
CHUBB LIMITED
CHUBB LIMITED
-1.13%
Shares1.0K
Event2026-06-30
Filed2026-07-29
ADP
AUTOMATIC DATA PROCESSING IN
124.03%
Shares1.6K
Event2026-06-30
Filed2026-07-29
VGIT
VANGUARD SCOTTSDALE FDS
-21.20%
Shares6.0K
Event2026-06-30
Filed2026-07-29
VTEB
VANGUARD MUN BD FDS
-2.23%
Shares6.7K
Event2026-06-30
Filed2026-07-29
TIP
ISHARES TR
-25.42%
Shares3.0K
Event2026-06-30
Filed2026-07-29
PLD
PROLOGIS INC.
1.25%
Shares2.4K
Event2026-06-30
Filed2026-07-29
BIL
SPDR SERIES TRUST
-38.19%
Shares3.5K
Event2026-06-30
Filed2026-07-29
ALAB
ASTERA LABS INC
0.00%
Shares667
Event2026-06-30
Filed2026-07-29
IWR
ISHARES TR
New
Shares2.9K
Event2026-06-30
Filed2026-07-29
TPC
TUTOR PERINI CORP
0.00%
Shares3.8K
Event2026-06-30
Filed2026-07-29
AMGN
AMGEN INC
231.15%
Shares861
Event2026-06-30
Filed2026-07-29
VIG
VANGUARD SPECIALIZED FUNDS
-22.80%
Shares1.3K
Event2026-06-30
Filed2026-07-29
PFF
ISHARES TR
0.03%
Shares10.2K
Event2026-06-30
Filed2026-07-29
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-29
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-29
SNDK
SANDISK CORP
0.77%
Shares131
Event2026-06-30
Filed2026-07-29
HEZU
ISHARES TR
0.00%
Shares5.9K
Event2026-06-30
Filed2026-07-29
ANGLOGOLD ASHANTI PLC
ANGLOGOLD ASHANTI PLC
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-29
PCAR
PACCAR INC
3714.06%
Shares2.4K
Event2026-06-30
Filed2026-07-29
IGV
ISHARES TR
0.00%
Shares3.2K
Event2026-06-30
Filed2026-07-29
VFH
VANGUARD WORLD FD
-25.22%
Shares2.2K
Event2026-06-30
Filed2026-07-29
FTNT
FORTINET INC
7.03%
Shares1.8K
Event2026-06-30
Filed2026-07-29
XLI
SELECT SECTOR SPDR TR
-10.60%
Shares1.5K
Event2026-06-30
Filed2026-07-29
PYPL
PAYPAL HLDGS INC
-1.43%
Shares6.3K
Event2026-06-30
Filed2026-07-29
BLV
VANGUARD BD INDEX FDS
4.57%
Shares3.9K
Event2026-06-30
Filed2026-07-29
RTX CORPORATION
RTX CORPORATION
1.82%
Shares1.4K
Event2026-06-30
Filed2026-07-29
VZ
VERIZON COMMUNICATIONS INC
103.99%
Shares6.2K
Event2026-06-30
Filed2026-07-29
ETHO
AMPLIFY ETF TR
61.03%
Shares3.3K
Event2026-06-30
Filed2026-07-29
SYK
STRYKER CORPORATION
3.38%
Shares826
Event2026-06-30
Filed2026-07-29
ABT
ABBOTT LABORATORIES
132.40%
Shares2.8K
Event2026-06-30
Filed2026-07-29
XHLF
BONDBLOXX ETF TRUST
New
Shares5.0K
Event2026-06-30
Filed2026-07-29
PAAS
PAN AMERN SILVER CORP
0.00%
Shares5.7K
Event2026-06-30
Filed2026-07-29
WELL
WELLTOWER INC
-1.03%
Shares1.1K
Event2026-06-30
Filed2026-07-29
SLYG
SPDR SERIES TRUST
New
Shares2.0K
Event2026-06-30
Filed2026-07-29
USRT
ISHARES TR
0.57%
Shares3.5K
Event2026-06-30
Filed2026-07-29
GWW
WW GRAINGER INC
-2.82%
Shares172
Event2026-06-30
Filed2026-07-29
DE
DEERE & CO
227.27%
Shares360
Event2026-06-30
Filed2026-07-29
VTEI
VANGUARD MUN BD FDS
0.76%
Shares2.3K
Event2026-06-30
Filed2026-07-29
HL
HECLA MINING COMPANY
0.00%
Shares14.7K
Event2026-06-30
Filed2026-07-29
CMI
CUMMINS INC
-6.25%
Shares315
Event2026-06-30
Filed2026-07-29
ISRG
INTUITIVE SURGICAL INC
-4.77%
Shares559
Event2026-06-30
Filed2026-07-29
ECL
ECOLAB INC
-0.13%
Shares780
Event2026-06-30
Filed2026-07-29
GLW
CORNING INC
-0.24%
Shares841
Event2026-06-30
Filed2026-07-29
JMST
J P MORGAN EXCHANGE TRADED F
New
Shares4.2K
Event2026-06-30
Filed2026-07-29
NETFLIX INC.
NETFLIX INC.
-14.89%
Shares3.0K
Event2026-06-30
Filed2026-07-29
TT
TRANE TECHNOLOGIES PLC
-4.47%
Shares427
Event2026-06-30
Filed2026-07-29
BBVA
BANCO BILBAO VIZCAYA ARGENTA
0.00%
Shares8.3K
Event2026-06-30
Filed2026-07-29
GRID
FIRST TR EXCHANGE-TRADED FD
0.28%
Shares1.1K
Event2026-06-30
Filed2026-07-29
NEM
NEWMONT CORP
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-29
BE
BLOOM ENERGY CORP
0.00%
Shares677
Event2026-06-30
Filed2026-07-29
ACUITY INC
ACUITY INC
147.93%
Shares538
Event2026-06-30
Filed2026-07-29
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
7.44%
Shares260
Event2026-06-30
Filed2026-07-29
VGT
VANGUARD WORLD FD
355.00%
Shares1.6K
Event2026-06-30
Filed2026-07-29
T
AT&T INC
-1.03%
Shares9.4K
Event2026-06-30
Filed2026-07-29
XYL
XYLEM INC
124.79%
Shares1.6K
Event2026-06-30
Filed2026-07-29
SLV
ISHARES SILVER TR
0.00%
Shares3.5K
Event2026-06-30
Filed2026-07-29
EEM
ISHARES TR
14.82%
Shares2.7K
Event2026-06-30
Filed2026-07-29
TJX
TJX COS INC NEW
3.85%
Shares1.2K
Event2026-06-30
Filed2026-07-29
NI
NISOURCE INC
-0.19%
Shares3.8K
Event2026-06-30
Filed2026-07-29
SERVICENOW INC
SERVICENOW INC
-1.37%
Shares1.7K
Event2026-06-30
Filed2026-07-29
KLAC
KLA CORP
2152.00%
Shares563
Event2026-06-30
Filed2026-07-29
LQD
ISHARES TR
-4.72%
Shares1.6K
Event2026-06-30
Filed2026-07-29
CVX
CHEVRON CORPORATION
32.03%
Shares1.0K
Event2026-06-30
Filed2026-07-29
PRU
PRUDENTIAL FINL INC
-4.17%
Shares1.5K
Event2026-06-30
Filed2026-07-29
AEROVIRONMENT INC
AEROVIRONMENT INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-29
JHG
JANUS HENDERSON GROUP PLC
-3.68%
Shares3.2K
Event2026-06-30
Filed2026-07-29
LIN
LINDE PLC
2330.77%
Shares316
Event2026-06-30
Filed2026-07-29
CAT
CATERPILLAR INC
1812.50%
Shares153
Event2026-06-30
Filed2026-07-29
CIB
GRUPO CIBEST SA
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-29
WDC
WESTERN DIGITAL CORP
-55.65%
Shares251
Event2026-06-30
Filed2026-07-29
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
0.19%
Shares1.1K
Event2026-06-30
Filed2026-07-29
INTU
INTUIT
3.10%
Shares599
Event2026-06-30
Filed2026-07-29
NEXTERA ENERGY INC
NEXTERA ENERGY INC
0.34%
Shares1.8K
Event2026-06-30
Filed2026-07-29
BEPC
BROOKFIELD RENEWABLE CORP
-9.99%
Shares4.2K
Event2026-06-30
Filed2026-07-29
SCHD
SCHWAB STRATEGIC TR
0.79%
Shares4.9K
Event2026-06-30
Filed2026-07-29
R
RYDER SYS INC
-1.68%
Shares585
Event2026-06-30
Filed2026-07-29
NOK
NOKIA CORP
0.00%
Shares11.3K
Event2026-06-30
Filed2026-07-29
CAH
CARDINAL HEALTH INC
-34.17%
Shares632
Event2026-06-30
Filed2026-07-29
ORACLE CORP
ORACLE CORP
39.34%
Shares1.0K
Event2026-06-30
Filed2026-07-29
VHT
VANGUARD WORLD FD
-39.07%
Shares496
Event2026-06-30
Filed2026-07-29
INSW
INTERNATIONAL SEAWAYS INC
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-29
XLK
SELECT SECTOR SPDR TR
0.00%
Shares769
Event2026-06-30
Filed2026-07-29
EQIX
EQUINIX INC
-2.78%
Shares140
Event2026-06-30
Filed2026-07-29
AVY
AVERY DENNISON CORP
New
Shares889
Event2026-06-30
Filed2026-07-29
HDV
ISHARES TR
403.16%
Shares5.2K
Event2026-06-30
Filed2026-07-29
YUM
YUM BRANDS INC
0.00%
Shares868
Event2026-06-30
Filed2026-07-29
C
CITIGROUP INC
-30.01%
Shares989
Event2026-06-30
Filed2026-07-29
IONQ INC
IONQ INC
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-29
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
13.16%
Shares1.1K
Event2026-06-30
Filed2026-07-29
AMT
AMERICAN TOWER CORP
-0.49%
Shares815
Event2026-06-30
Filed2026-07-29
DIA
STATE STR SPDR DOW JONES IND
0.39%
Shares255
Event2026-06-30
Filed2026-07-29
USHY
ISHARES TR
1.73%
Shares3.6K
Event2026-06-30
Filed2026-07-29
CASY
CASEYS GEN STORES INC
0.00%
Shares167
Event2026-06-30
Filed2026-07-29
SOUTHERN CO
SOUTHERN CO
0.29%
Shares1.4K
Event2026-06-30
Filed2026-07-29
CX
CEMEX SA EURO MTN BE 144A
0.00%
Shares11.0K
Event2026-06-30
Filed2026-07-29
IYF
ISHARES TR
0.30%
Shares1.0K
Event2026-06-30
Filed2026-07-29
URI
UNITED RENTALS INC
0.00%
Shares114
Event2026-06-30
Filed2026-07-29
LOW
LOWES COS INC
-9.43%
Shares576
Event2026-06-30
Filed2026-07-29
ADI
ANALOG DEVICES INC
114.09%
Shares319
Event2026-06-30
Filed2026-07-29
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
9.05%
Shares506
Event2026-06-30
Filed2026-07-29
IDEXX LABS INC
IDEXX LABS INC
33.52%
Shares239
Event2026-06-30
Filed2026-07-29
PFE
PFIZER INC
547.51%
Shares5.2K
Event2026-06-30
Filed2026-07-29
MRVL
MARVELL TECHNOLOGY INC
526.87%
Shares420
Event2026-06-30
Filed2026-07-29
XEL
XCEL ENERGY INC
-1.73%
Shares1.5K
Event2026-06-30
Filed2026-07-29
UNM
UNUM GROUP
-2.33%
Shares1.4K
Event2026-06-30
Filed2026-07-29
BG
BUNGE GLOBAL SA
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-29
CBRE
CBRE GROUP INC
-6.23%
Shares903
Event2026-06-30
Filed2026-07-29
BLK
BLACKROCK INC
11.50%
Shares126
Event2026-06-30
Filed2026-07-29
PAYX
PAYCHEX INC
501.98%
Shares1.2K
Event2026-06-30
Filed2026-07-29
CDNS
CADENCE DESIGN SYSTEM INC
-22.55%
Shares316
Event2026-06-30
Filed2026-07-29
GILD
GILEAD SCIENCES INC
-3.84%
Shares926
Event2026-06-30
Filed2026-07-29
BGRN
ISHARES TR
0.65%
Shares2.5K
Event2026-06-30
Filed2026-07-29
ALK
ALASKA AIR GROUP INC
-2.21%
Shares2.2K
Event2026-06-30
Filed2026-07-29
NOBL
PROSHARES TR
101.08%
Shares2.1K
Event2026-06-30
Filed2026-07-29
TXN
TEXAS INSTRS INC
-6.80%
Shares384
Event2026-06-30
Filed2026-07-29
S&P GLOBAL INC
S&P GLOBAL INC
6.90%
Shares279
Event2026-06-30
Filed2026-07-29
PBR
PETROLEO BRASILEIRO S A
0.07%
Shares6.9K
Event2026-06-30
Filed2026-07-29
ELV
ELEVANCE HEALTH INC FORMERLY
-27.18%
Shares292
Event2026-06-30
Filed2026-07-29
AA
ALCOA CORP
99.62%
Shares2.1K
Event2026-06-30
Filed2026-07-29
RRC
RANGE RES CORP
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-29
MDLZ
MONDELEZ INTL INC
-3.95%
Shares1.9K
Event2026-06-30
Filed2026-07-29
VMC
VULCAN MATLS CO
2.80%
Shares367
Event2026-06-30
Filed2026-07-29
VO
VANGUARD INDEX FDS
301.52%
Shares1.3K
Event2026-06-30
Filed2026-07-29
ZOETIS INC
ZOETIS INC
123.02%
Shares1.5K
Event2026-06-30
Filed2026-07-29
NTAP
NETAPP INC
-3.44%
Shares674
Event2026-06-30
Filed2026-07-29
PEG
PUBLIC SVC ENTERPRISE GROUP
-33.53%
Shares1.3K
Event2026-06-30
Filed2026-07-29
BBY
BEST BUY INC
-4.90%
Shares1.3K
Event2026-06-30
Filed2026-07-29
EXC
EXELON CORP
3.87%
Shares2.2K
Event2026-06-30
Filed2026-07-29
QCOM
QUALCOMM INC
0.37%
Shares547
Event2026-06-30
Filed2026-07-29
IBB
ISHARES TR
0.00%
Shares527
Event2026-06-30
Filed2026-07-29
BKH
BLACK HILLS CORP
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-29
ANET
ARISTA NETWORKS INC
-6.80%
Shares589
Event2026-06-30
Filed2026-07-29
NULV
NUSHARES ETF TR
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-29
MS
MORGAN STANLEY
11.16%
Shares468
Event2026-06-30
Filed2026-07-29
EXXON MOBIL CORP
EXXON MOBIL CORP
186.23%
Shares707
Event2026-06-30
Filed2026-07-29
ADOBE INC
ADOBE INC
5.87%
Shares469
Event2026-06-30
Filed2026-07-29
HOG
HARLEY DAVIDSON INC
-6.15%
Shares3.9K
Event2026-06-30
Filed2026-07-29
XMMO
INVESCO EXCHANGE TRADED FD T
-2.45%
Shares558
Event2026-06-30
Filed2026-07-29
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
43.40%
Shares228
Event2026-06-30
Filed2026-07-29
DELL
DELL TECHNOLOGIES INC
0.00%
Shares214
Event2026-06-30
Filed2026-07-29
KEYS
KEYSIGHT TECHNOLOGIES INC
0.00%
Shares261
Event2026-06-30
Filed2026-07-29
EW
EDWARDS LIFESCIENCES CORP
-3.21%
Shares964
Event2026-06-30
Filed2026-07-29
EA
ELECTRONIC ARTS INC
-37.09%
Shares419
Event2026-06-30
Filed2026-07-29
PBW
INVESCO EXCHANGE TRADED FD T
0.41%
Shares2.2K
Event2026-06-30
Filed2026-07-29
VLUE
ISHARES TR
137.22%
Shares427
Event2026-06-30
Filed2026-07-29
ARCH CAP GROUP LTD
ARCH CAP GROUP LTD
14550.00%
Shares879
Event2026-06-30
Filed2026-07-29
SNPS
SYNOPSYS INC
-4.98%
Shares191
Event2026-06-30
Filed2026-07-29
PGR
PROGRESSIVE CORP
58.13%
Shares389
Event2026-06-30
Filed2026-07-29
BR
BROADRIDGE FINL SOLUTIONS IN
New
Shares615
Event2026-06-30
Filed2026-07-29
CRM
SALESFORCE INC
-27.02%
Shares532
Event2026-06-30
Filed2026-07-29
NWE
NORTHWESTERN ENERGY GROUP IN
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-29
XLY
SELECT SECTOR SPDR TR
0.14%
Shares709
Event2026-06-30
Filed2026-07-29
MICROCHIP TECHNOLOGY INC.
MICROCHIP TECHNOLOGY INC.
New
Shares912
Event2026-06-30
Filed2026-07-29
HE
HAWAIIAN ELEC INDS INC MTN B
0.00%
Shares6.0K
Event2026-06-30
Filed2026-07-29
ARES CAPITAL CORP
ARES CAPITAL CORP
2.60%
Shares4.4K
Event2026-06-30
Filed2026-07-29
DUOL
DUOLINGO INC
0.00%
Shares700
Event2026-06-30
Filed2026-07-29
EMR
EMERSON ELEC CO
190.00%
Shares551
Event2026-06-30
Filed2026-07-29
DHR
DANAHER CORP DEL
-21.78%
Shares413
Event2026-06-30
Filed2026-07-29
QUAL
ISHARES TR
New
Shares352
Event2026-06-30
Filed2026-07-29
CVS
CVS HEALTH CORP
214.89%
Shares740
Event2026-06-30
Filed2026-07-29
HOOD
ROBINHOOD MKTS INC
New
Shares763
Event2026-06-30
Filed2026-07-29
ADSK
AUTODESK INC
-4.48%
Shares384
Event2026-06-30
Filed2026-07-29
NYT
NEW YORK TIMES CO MTN BE
0.29%
Shares1.0K
Event2026-06-30
Filed2026-07-29
USMV
ISHARES TR
0.27%
Shares746
Event2026-06-30
Filed2026-07-29
AMERIPRISE FINL INC
AMERIPRISE FINL INC
-3.13%
Shares155
Event2026-06-30
Filed2026-07-29
PG
PROCTER & GAMBLE CO
-10.50%
Shares486
Event2026-06-30
Filed2026-07-29
OBDC
BLUE OWL CAPITAL CORPORATION
-2.16%
Shares6.4K
Event2026-06-30
Filed2026-07-29
PNR
PENTAIR PLC
-10.71%
Shares925
Event2026-06-30
Filed2026-07-29
FLUOR CORP
FLUOR CORP
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-29
VECO
VEECO INSTRS INC DEL
New
Shares904
Event2026-06-30
Filed2026-07-29
GEV
GE VERNOVA INC
-63.06%
Shares58
Event2026-06-30
Filed2026-07-29
AMN
AMN HEALTHCARE SVCS INC
New
Shares2.1K
Event2026-06-30
Filed2026-07-29
Q
QNITY ELECTRONICS INC
0.00%
Shares410
Event2026-06-30
Filed2026-07-29
TTE
TOTALENERGIES SE
0.00%
Shares856
Event2026-06-30
Filed2026-07-29
JEPI
J P MORGAN EXCHANGE TRADED F
2.26%
Shares1.2K
Event2026-06-30
Filed2026-07-29
GVI
ISHARES TR
New
Shares621
Event2026-06-30
Filed2026-07-29
BKNG
BOOKING HOLDINGS INC
1495.65%
Shares367
Event2026-06-30
Filed2026-07-29
VPU
VANGUARD WORLD FD
-9.97%
Shares334
Event2026-06-30
Filed2026-07-29
FITB
FIFTH THIRD BANCORP
461.27%
Shares1.1K
Event2026-06-30
Filed2026-07-29
LYB
LYONDELLBASELL INDUSTRIES NV
-35.80%
Shares1.2K
Event2026-06-30
Filed2026-07-29
HRI
HERC HLDGS INC
New
Shares445
Event2026-06-30
Filed2026-07-29
WFC
WELLS FARGO & CO
26.90%
Shares769
Event2026-06-30
Filed2026-07-29
VGSR
MANAGER DIRECTED PORTFOLIOS
0.00%
Shares5.5K
Event2026-06-30
Filed2026-07-29
CL
COLGATE PALMOLIVE CO
213.30%
Shares683
Event2026-06-30
Filed2026-07-29
VIV
TELEFONICA BRASIL SA
0.00%
Shares4.6K
Event2026-06-30
Filed2026-07-29
AIR
AAR CORP
0.00%
Shares435
Event2026-06-30
Filed2026-07-29
NIE
VIRTUS EQUITY & CONV INCM FD
2.23%
Shares2.3K
Event2026-06-30
Filed2026-07-29
DNOW
DNOW INC
-4.75%
Shares4.7K
Event2026-06-30
Filed2026-07-29
VDC
VANGUARD WORLD FD
-23.38%
Shares272
Event2026-06-30
Filed2026-07-29
MELI
MERCADOLIBRE INC
0.00%
Shares35
Event2026-06-30
Filed2026-07-29
AGILENT TECHNOLOGIES INC
AGILENT TECHNOLOGIES INC
0.23%
Shares441
Event2026-06-30
Filed2026-07-29
ASML
ASML HLDG NV
0.00%
Shares29
Event2026-06-30
Filed2026-07-29
AJG
GALLAGHER ARTHUR J & CO
796.43%
Shares251
Event2026-06-30
Filed2026-07-29
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares215
Event2026-06-30
Filed2026-07-29
WAB
WABTEC
0.00%
Shares207
Event2026-06-30
Filed2026-07-29
SCHW
SCHWAB CHARLES CORP
-5.76%
Shares605
Event2026-06-30
Filed2026-07-29
TSLA
TESLA INC
-66.41%
Shares132
Event2026-06-30
Filed2026-07-29
TGT
TARGET CORP
1417.86%
Shares425
Event2026-06-30
Filed2026-07-29
FSLR
FIRST SOLAR INC
2.70%
Shares228
Event2026-06-30
Filed2026-07-29
LAZ
LAZARD INC
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-29
SHY
ISHARES TR
-88.77%
Shares634
Event2026-06-30
Filed2026-07-29
VUSB
VANGUARD BD INDEX FDS
0.99%
Shares1.0K
Event2026-06-30
Filed2026-07-29
PNC
PNC FINL SVCS GROUP INC
-1.90%
Shares207
Event2026-06-30
Filed2026-07-29
MSI
MOTOROLA SOLUTIONS INC
15.09%
Shares122
Event2026-06-30
Filed2026-07-29
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
155.00%
Shares153
Event2026-06-30
Filed2026-07-29
NIO INC
NIO INC
-14.79%
Shares10.0K
Event2026-06-30
Filed2026-07-29
BMY
BRISTOL-MYERS SQUIBB CO
156.30%
Shares874
Event2026-06-30
Filed2026-07-29
BP
BP PLC
1.34%
Shares1.4K
Event2026-06-30
Filed2026-07-29
BIP
BROOKFIELD INFRASTRUCTURE PA
1.18%
Shares1.4K
Event2026-06-30
Filed2026-07-29
PM
PHILIP MORRIS INTL INC
16.60%
Shares274
Event2026-06-30
Filed2026-07-29
WBD
WARNER BROS DISCOVERY INC
58.47%
Shares1.9K
Event2026-06-30
Filed2026-07-29
DOLE
DOLE PLC
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-29
MCD
MCDONALDS CORP
140.00%
Shares180
Event2026-06-30
Filed2026-07-29
RSG
REPUBLIC SVCS INC
178.05%
Shares228
Event2026-06-30
Filed2026-07-29
BXSL
BLACKSTONE SECD LENDING FD
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-29
FAST
FASTENAL CO
39.00%
Shares1.0K
Event2026-06-30
Filed2026-07-29
DSI
ISHARES TR
New
Shares322
Event2026-06-30
Filed2026-07-29
MCO
MOODYS CORP
9.78%
Shares101
Event2026-06-30
Filed2026-07-29
GD
GENERAL DYNAMICS CORP
0.00%
Shares122
Event2026-06-30
Filed2026-07-29
ROKU
ROKU INC
3.33%
Shares310
Event2026-06-30
Filed2026-07-29
GIS
GENERAL MILLS INC
244.23%
Shares1.2K
Event2026-06-30
Filed2026-07-29
VCIT
VANGUARD SCOTTSDALE FDS
0.99%
Shares510
Event2026-06-30
Filed2026-07-29
BX
BLACKSTONE INC
New
Shares358
Event2026-06-30
Filed2026-07-29
NPO
ENPRO INC
0.00%
Shares107
Event2026-06-30
Filed2026-07-29
ON SEMICONDUCTOR CORP
ON SEMICONDUCTOR CORP
0.00%
Shares425
Event2026-06-30
Filed2026-07-29
BFLY
BUTTERFLY NETWORK INC
0.00%
Shares4.7K
Event2026-06-30
Filed2026-07-29
DLTR
DOLLAR TREE INC
181.90%
Shares327
Event2026-06-30
Filed2026-07-29
STT
STATE STR CORP
116.98%
Shares230
Event2026-06-30
Filed2026-07-29
SUSA
ISHARES TR
New
Shares244
Event2026-06-30
Filed2026-07-29
EBAY
EBAY INC.
-4.57%
Shares334
Event2026-06-30
Filed2026-07-29
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares274
Event2026-06-30
Filed2026-07-29
LNG
CHENIERE ENERGY INC
-12.00%
Shares154
Event2026-06-30
Filed2026-07-29
SJT
SAN JUAN BASIN RTY TR
0.00%
Shares11.4K
Event2026-06-30
Filed2026-07-29
HUT
HUT 8 CORP
0.00%
Shares314
Event2026-06-30
Filed2026-07-29
SOLS
SOLSTICE ADVANCED MATLS INC
-12.79%
Shares409
Event2026-06-30
Filed2026-07-29
MBB
ISHARES TR
0.00%
Shares383
Event2026-06-30
Filed2026-07-29
NVTS
NAVITAS SEMICONDUCTOR CORP
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-29
RACE
FERRARI N V
3.30%
Shares94
Event2026-06-30
Filed2026-07-29
RVT
ROYCE SMALL CAP TRUST INC
1.72%
Shares1.9K
Event2026-06-30
Filed2026-07-29
AWK
AMERICAN WTR WKS CO INC NEW
38.02%
Shares265
Event2026-06-30
Filed2026-07-29
ZS
ZSCALER INC
-65.65%
Shares247
Event2026-06-30
Filed2026-07-29
ADX
ADAMS DIVERSIFIED EQUITY FD
1.96%
Shares1.4K
Event2026-06-30
Filed2026-07-29
CHRW
C H ROBINSON WORLDWIDE IN
-0.56%
Shares178
Event2026-06-30
Filed2026-07-29
L
LOEWS CORP
102.05%
Shares295
Event2026-06-30
Filed2026-07-29
IYH
ISHARES TR
-71.34%
Shares495
Event2026-06-30
Filed2026-07-29
IGSB
ISHARES TR
-14.58%
Shares627
Event2026-06-30
Filed2026-07-29
DHI
D R HORTON INC
0.00%
Shares200
Event2026-06-30
Filed2026-07-29
3M CO
3M CO
New
Shares200
Event2026-06-30
Filed2026-07-29
CFG
CITIZENS FINL GROUP INC
3733.33%
Shares460
Event2026-06-30
Filed2026-07-29
MET
METLIFE INC
345.88%
Shares379
Event2026-06-30
Filed2026-07-29
ALB
ALBEMARLE CORP
41.32%
Shares236
Event2026-06-30
Filed2026-07-29
ASTRAZENECA PLC
ASTRAZENECA PLC
1.20%
Shares168
Event2026-06-30
Filed2026-07-29
APD
AIR PRODUCTS AND CHEMICALS I
-2.73%
Shares107
Event2026-06-30
Filed2026-07-29
ITW
ILLINOIS TOOL WKS INC
125.49%
Shares115
Event2026-06-30
Filed2026-07-29
MTUM
ISHARES TR
New
Shares91
Event2026-06-30
Filed2026-07-29
SMOG
VANECK ETF TRUST
0.00%
Shares212
Event2026-06-30
Filed2026-07-29
SHW
SHERWIN WILLIAMS CO
111.90%
Shares89
Event2026-06-30
Filed2026-07-29
MPWR
MONOLITHIC PWR SYS INC
4.76%
Shares22
Event2026-06-30
Filed2026-07-29
LVHD
LEGG MASON ETF INVT
0.88%
Shares689
Event2026-06-30
Filed2026-07-29
IJR
ISHARES TR
New
Shares201
Event2026-06-30
Filed2026-07-29
USB
US BANCORP
-5.65%
Shares484
Event2026-06-30
Filed2026-07-29
TFC
TRUIST FINL CORP
13.50%
Shares580
Event2026-06-30
Filed2026-07-29
SMH
VANECK ETF TRUST
0.00%
Shares44
Event2026-06-30
Filed2026-07-29
QBTS
D-WAVE QUANTUM INC
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-29
SPSB
SPDR SERIES TRUST
0.00%
Shares908
Event2026-06-30
Filed2026-07-29
SCHG
SCHWAB STRATEGIC TR
0.00%
Shares802
Event2026-06-30
Filed2026-07-29
KOD
KODIAK SCIENCES INC
0.00%
Shares692
Event2026-06-30
Filed2026-07-29
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares290
Event2026-06-30
Filed2026-07-29
WASTE MGMT INC DEL
WASTE MGMT INC DEL
New
Shares118
Event2026-06-30
Filed2026-07-29
RKLB
ROCKET LAB CORP
0.00%
Shares258
Event2026-06-30
Filed2026-07-29
CPRT
COPART INC
New
Shares887
Event2026-06-30
Filed2026-07-29
PHO
INVESCO EXCHANGE TRADED FD T
-55.60%
Shares361
Event2026-06-30
Filed2026-07-29
NVS
NOVARTIS AG
0.00%
Shares156
Event2026-06-30
Filed2026-07-29
REET
ISHARES TR
-62.17%
Shares872
Event2026-06-30
Filed2026-07-29
LNC
LINCOLN NATL CORP IND
New
Shares675
Event2026-06-30
Filed2026-07-29
VBR
VANGUARD INDEX FDS
0.00%
Shares97
Event2026-06-30
Filed2026-07-29
ALC
ALCON AG
New
Shares343
Event2026-06-30
Filed2026-07-29
HIG
HARTFORD INSURANCE GROUP INC
-23.61%
Shares165
Event2026-06-30
Filed2026-07-29
ASE TECHNOLOGY HLDG CO LTD
ASE TECHNOLOGY HLDG CO LTD
0.00%
Shares485
Event2026-06-30
Filed2026-07-29
FTXN
FIRST TR EXCHANGE TRADED FD
0.46%
Shares649
Event2026-06-30
Filed2026-07-29
VSNT
VERSANT MEDIA GROUP INC
1.21%
Shares584
Event2026-06-30
Filed2026-07-29
BTC
GRAYSCALE BITCOIN MINI TR ET
-1.61%
Shares796
Event2026-06-30
Filed2026-07-29
KKR
KKR & CO INC
137.63%
Shares221
Event2026-06-30
Filed2026-07-29
UBER
UBER TECHNOLOGIES INC
-74.82%
Shares281
Event2026-06-30
Filed2026-07-29
VSH
VISHAY INTERTECHNOLOGY INC
0.27%
Shares365
Event2026-06-30
Filed2026-07-29
DOMINION ENERGY INC
DOMINION ENERGY INC
-8.31%
Shares287
Event2026-06-30
Filed2026-07-29
SPOTIFY TECHNOLOGY S A
SPOTIFY TECHNOLOGY S A
0.00%
Shares42
Event2026-06-30
Filed2026-07-29
WSO
WATSCO INC
New
Shares46
Event2026-06-30
Filed2026-07-29
OKE
ONEOK INC NEW
0.93%
Shares216
Event2026-06-30
Filed2026-07-29
AOK
ISHARES TR
0.67%
Shares449
Event2026-06-30
Filed2026-07-29
XLP
SELECT SECTOR SPDR TR
0.45%
Shares221
Event2026-06-30
Filed2026-07-29
TPR
TAPESTRY INC
0.00%
Shares125
Event2026-06-30
Filed2026-07-29
CTAS
CINTAS CORP
137.78%
Shares107
Event2026-06-30
Filed2026-07-29
KOF
COCA-COLA FEMSA SAB DE CV
1.20%
Shares169
Event2026-06-30
Filed2026-07-29
BSX
BOSTON SCIENTIFIC CORP
3.73%
Shares417
Event2026-06-30
Filed2026-07-29
MO
ALTRIA GROUP INC
-2.42%
Shares242
Event2026-06-30
Filed2026-07-29
STRATEGY INC
STRATEGY INC
0.00%
Shares202
Event2026-06-30
Filed2026-07-29
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares78
Event2026-06-30
Filed2026-07-29
ALL
ALLSTATE CORP
12.50%
Shares72
Event2026-06-30
Filed2026-07-29
CBOE
CBOE GLOBAL MKTS INC
-4.11%
Shares70
Event2026-06-30
Filed2026-07-29
QUBT
QUANTUM COMPUTING INC
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-29
STRL
STERLING INFRASTRUCTURE INC
0.00%
Shares20
Event2026-06-30
Filed2026-07-29
CAG
CONAGRA BRANDS INC
26.26%
Shares1.3K
Event2026-06-30
Filed2026-07-29
AOS
SMITH A O CORP
New
Shares268
Event2026-06-30
Filed2026-07-29
CINF
CINCINNATI FINL CORP
-5.26%
Shares90
Event2026-06-30
Filed2026-07-29
BWA
BORGWARNER INC
New
Shares250
Event2026-06-30
Filed2026-07-29
NKE
NIKE INC
-72.55%
Shares387
Event2026-06-30
Filed2026-07-29
AAOI
APPLIED OPTOELECTRONICS INC
0.00%
Shares111
Event2026-06-30
Filed2026-07-29
GBTC
GRAYSCALE BITCOIN TRUST ETF
-15.46%
Shares361
Event2026-06-30
Filed2026-07-29
FTV
FORTIVE CORP
-57.93%
Shares268
Event2026-06-30
Filed2026-07-29
CSX
CSX CORP
-9.50%
Shares343
Event2026-06-30
Filed2026-07-29
MEDTRONIC PLC
MEDTRONIC PLC
-6.79%
Shares206
Event2026-06-30
Filed2026-07-29
XLF
SELECT SECTOR SPDR TR
0.00%
Shares294
Event2026-06-30
Filed2026-07-29
KEY
KEYCORP
0.00%
Shares679
Event2026-06-30
Filed2026-07-29
ROK
ROCKWELL AUTOMATION INC
10.71%
Shares31
Event2026-06-30
Filed2026-07-29
GGG
GRACO INC
New
Shares203
Event2026-06-30
Filed2026-07-29
IRM
IRON MTN INC DEL
-18.37%
Shares120
Event2026-06-30
Filed2026-07-29
CCEP
COCA-COLA EUROPACIFIC PARTNE
1.33%
Shares152
Event2026-06-30
Filed2026-07-29
WMB
WILLIAMS COS INC
2.01%
Shares203
Event2026-06-30
Filed2026-07-29
NOC
NORTHROP GRUMMAN CORP
-3.23%
Shares30
Event2026-06-30
Filed2026-07-29
REGN
REGENERON PHARMACEUTICALS
-14.29%
Shares24
Event2026-06-30
Filed2026-07-29
EXPE
EXPEDIA GROUP INC
-1.69%
Shares58
Event2026-06-30
Filed2026-07-29
HUBB
HUBBELL INC
-9.68%
Shares28
Event2026-06-30
Filed2026-07-29
SYY
SYSCO CORP
-14.83%
Shares178
Event2026-06-30
Filed2026-07-29
AMLX
AMYLYX PHARMACEUTICALS INC
0.00%
Shares819
Event2026-06-30
Filed2026-07-29
PH
PARKER-HANNIFIN CORP
New
Shares15
Event2026-06-30
Filed2026-07-29
FNF
FIDELITY NATL FINL INC
0.98%
Shares309
Event2026-06-30
Filed2026-07-29
RIOT
RIOT PLATFORMS INC
0.00%
Shares532
Event2026-06-30
Filed2026-07-29
VRSK
VERISK ANALYTICS INC
627.27%
Shares80
Event2026-06-30
Filed2026-07-29
VCSH
VANGUARD SCOTTSDALE FDS
-1.10%
Shares180
Event2026-06-30
Filed2026-07-29
BRO
BROWN & BROWN INC
136.56%
Shares220
Event2026-06-30
Filed2026-07-29
EIX
EDISON INTL
0.00%
Shares189
Event2026-06-30
Filed2026-07-29
ABNB
AIRBNB INC
-26.32%
Shares98
Event2026-06-30
Filed2026-07-29
BTI
BRITISH AMERN TOB PLC
1.34%
Shares227
Event2026-06-30
Filed2026-07-29
MUB
ISHARES TR
0.80%
Shares126
Event2026-06-30
Filed2026-07-29
GEN
GEN DIGITAL INC
20.26%
Shares546
Event2026-06-30
Filed2026-07-29
SCHO
SCHWAB STRATEGIC TR
0.00%
Shares560
Event2026-06-30
Filed2026-07-29
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
279.35%
Shares349
Event2026-06-30
Filed2026-07-29
VRT
VERTIV HOLDINGS CO
17.65%
Shares40
Event2026-06-30
Filed2026-07-29
VTIP
VANGUARD MALVERN FDS
0.00%
Shares267
Event2026-06-30
Filed2026-07-29
RIO
RIO TINTO PLC
2.19%
Shares140
Event2026-06-30
Filed2026-07-29
FIS
FIDELITY NATL INFORMATION SV
165.89%
Shares343
Event2026-06-30
Filed2026-07-29
IR
INGERSOLL RAND INC
-49.38%
Shares162
Event2026-06-30
Filed2026-07-29
LLYVK
LIBERTY LIVE HOLDINGS INC
0.00%
Shares125
Event2026-06-30
Filed2026-07-29
CME
CME GROUP INC
-31.03%
Shares60
Event2026-06-30
Filed2026-07-29
AKAMAI TECHNOLOGIES INC
AKAMAI TECHNOLOGIES INC
0.00%
Shares107
Event2026-06-30
Filed2026-07-29
DEO
DIAGEO PLC
141.54%
Shares157
Event2026-06-30
Filed2026-07-29
FICO
FAIR ISAAC CORP
-15.38%
Shares11
Event2026-06-30
Filed2026-07-29
KDP
KEURIG DR PEPPER INC
-23.34%
Shares381
Event2026-06-30
Filed2026-07-29
TEL
TE CONNECTIVITY PLC
-21.52%
Shares62
Event2026-06-30
Filed2026-07-29
FIX
COMFORT SYS USA INC
0.00%
Shares6
Event2026-06-30
Filed2026-07-29
CMG
CHIPOTLE MEXICAN GRILL INC
51.87%
Shares366
Event2026-06-30
Filed2026-07-29
STE
STERIS PLC
490.00%
Shares59
Event2026-06-30
Filed2026-07-29
AIG
AMERICAN INTL GROUP INC
3.75%
Shares166
Event2026-06-30
Filed2026-07-29
HCA
HCA HEALTHCARE INC
-42.86%
Shares32
Event2026-06-30
Filed2026-07-29
AFL
AFLAC INC
76.27%
Shares104
Event2026-06-30
Filed2026-07-29
BIIB
BIOGEN INC
-6.67%
Shares56
Event2026-06-30
Filed2026-07-29
VONE
VANGUARD SCOTTSDALE FDS
0.00%
Shares36
Event2026-06-30
Filed2026-07-29
RBRK
RUBRIK INC.
0.00%
Shares150
Event2026-06-30
Filed2026-07-29
HST
HOST HOTELS & RESORTS INC
0.00%
Shares483
Event2026-06-30
Filed2026-07-29
WTRG
ESSENTIAL UTILS INC
0.98%
Shares310
Event2026-06-30
Filed2026-07-29
DLR
DIGITAL RLTY TR INC
0.00%
Shares66
Event2026-06-30
Filed2026-07-29
TE
T1 ENERGY INC
4.17%
Shares1.3K
Event2026-06-30
Filed2026-07-29
VLTO
VERALTO CORP
-8.97%
Shares132
Event2026-06-30
Filed2026-07-29
HBAN
HUNTINGTON BANCSHARES INC
-0.46%
Shares647
Event2026-06-30
Filed2026-07-29
DATADOG INC
DATADOG INC
-39.73%
Shares44
Event2026-06-30
Filed2026-07-29
GNRC
GENERAC HLDGS INC
0.00%
Shares39
Event2026-06-30
Filed2026-07-29
VOX
VANGUARD WORLD FD
-27.06%
Shares62
Event2026-06-30
Filed2026-07-29
ETSY INC
ETSY INC
-4.46%
Shares150
Event2026-06-30
Filed2026-07-29
CWT
CALIFORNIA WTR SVC GROUP
-13.81%
Shares231
Event2026-06-30
Filed2026-07-29
LIVE NATION ENTERTAINMENT IN
LIVE NATION ENTERTAINMENT IN
-1.61%
Shares61
Event2026-06-30
Filed2026-07-29
NDAQ
NASDAQ INC
-27.23%
Shares139
Event2026-06-30
Filed2026-07-29
LMT
LOCKHEED MARTIN CORP
-8.70%
Shares21
Event2026-06-30
Filed2026-07-29
LOGI
LOGITECH INTL S A
0.00%
Shares115
Event2026-06-30
Filed2026-07-29
ZM
ZOOM COMMUNICATIONS INC
0.00%
Shares125
Event2026-06-30
Filed2026-07-29
ACWX
ISHARES TR
New
Shares142
Event2026-06-30
Filed2026-07-29
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares22
Event2026-06-30
Filed2026-07-29
CCI
CROWN CASTLE INC
-19.89%
Shares141
Event2026-06-30
Filed2026-07-29
NTRS
NORTHERN TR CORP
117.86%
Shares61
Event2026-06-30
Filed2026-07-29
CPB
THE CAMPBELLS COMPANY
25.40%
Shares474
Event2026-06-30
Filed2026-07-29
SHEL
SHELL PLC
0.74%
Shares136
Event2026-06-30
Filed2026-07-29
AON
AON PLC
-26.19%
Shares31
Event2026-06-30
Filed2026-07-29
F
FORD MTR CO
48.90%
Shares746
Event2026-06-30
Filed2026-07-29
LUV
SOUTHWEST AIRLS CO
0.00%
Shares200
Event2026-06-30
Filed2026-07-29
SRE
SEMPRA
-15.38%
Shares110
Event2026-06-30
Filed2026-07-29
CNC
CENTENE CORP DEL
-49.19%
Shares156
Event2026-06-30
Filed2026-07-29
NCLH
NORWEGIAN CRUISE LINE HLDGS
-87.30%
Shares467
Event2026-06-30
Filed2026-07-29
VTR
VENTAS INC
0.00%
Shares110
Event2026-06-30
Filed2026-07-29
GE
GE AEROSPACE
0.00%
Shares26
Event2026-06-30
Filed2026-07-29
EXR
EXTRA SPACE STORAGE INC
288.24%
Shares66
Event2026-06-30
Filed2026-07-29
CRWV
COREWEAVE INC
0.00%
Shares97
Event2026-06-30
Filed2026-07-29
USA
LIBERTY ALL STAR EQUITY FD
-76.39%
Shares1.7K
Event2026-06-30
Filed2026-07-29
AEP
AMERICAN ELEC PWR CO INC
1.45%
Shares70
Event2026-06-30
Filed2026-07-29
RIVIAN AUTOMOTIVE INC
RIVIAN AUTOMOTIVE INC
0.00%
Shares550
Event2026-06-30
Filed2026-07-29
BAC
BANK OF AMER CORP
0.60%
Shares167
Event2026-06-30
Filed2026-07-29
SERV
SERVE ROBOTICS INC
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-29
PHM
PULTE GROUP INC
-5.56%
Shares68
Event2026-06-30
Filed2026-07-29
LEU
CENTRUS ENERGY CORP
0.00%
Shares55
Event2026-06-30
Filed2026-07-29
BF.B
BROWN FORMAN CORP
12.50%
Shares342
Event2026-06-30
Filed2026-07-29
STLD
STEEL DYNAMICS INC
0.00%
Shares40
Event2026-06-30
Filed2026-07-29
MMC
MARSH & MCLENNAN COS INC
-45.00%
Shares55
Event2026-06-30
Filed2026-07-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Westfuller Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo