Sponsored
The Analysis of Capital Advisors, Ltd. LLC's Holdings & P&L
Currently, Capital Advisors, Ltd. LLC holds 1518 types of securities in its portfolio with a total value $991.2K. In the most recent quarter, they have increased their positions in IWF (+423.3K shares, valued at $52.6K), VUG (+141.9K shares, valued at $12.2K), HDV (+171.7K shares, valued at $4.7K); decreased their positions in CZR (-239.4K shares, valued at $7.2K), AKRE (-38.5K shares, valued at $2.0K), GBIL (-9.6K shares, valued at $965.2658470995005); initiated new positions in N/A (+1.2K shares, valued at $270), N/A (+1.2K shares, valued at $267), ROBO (+2.9K shares, valued at $252).
1M P&L
+856.0K+0.10%
3M P&L
+27.6M+3.41%
HY P&L
-209.0M-19.99%
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/A719.4K
86.9%
2Consumer Electronics10.6K
1.3%
3Semiconductors9.1K
1.1%
Top Industries by Stock Count
1N/A304 stocks
22.0%
2Banks - Regional73 stocks
5.3%
3Biotechnology41 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.2K sharesnew addition2026-06-302026-07-16
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STATE STR SPDR S&P 500 ETF T
0.96%STATE STR SPDR S&P 500 ETF T
Shares119.6K
Event2026-06-30
Filed2026-07-16
IWF
298.85%ISHARES TR
Shares564.9K
Event2026-06-30
Filed2026-07-16
QUAL
-1.98%ISHARES TR
Shares165.3K
Event2026-06-30
Filed2026-07-16
VANGUARD INDEX FDS
2.31%VANGUARD INDEX FDS
Shares95.9K
Event2026-06-30
Filed2026-07-16
VIG
-1.27%VANGUARD SPECIALIZED FUNDS
Shares140.0K
Event2026-06-30
Filed2026-07-16
IWD
2.46%ISHARES TR
Shares129.2K
Event2026-06-30
Filed2026-07-16
QQQ
2.41%INVESCO QQQ TR
Shares35.8K
Event2026-06-30
Filed2026-07-16
RSP
1.63%INVESCO EXCHANGE TRADED FD T
Shares123.0K
Event2026-06-30
Filed2026-07-16
IJK
-1.55%ISHARES TR
Shares209.3K
Event2026-06-30
Filed2026-07-16
DGRO
2.65%ISHARES TR
Shares317.5K
Event2026-06-30
Filed2026-07-16
SDY
-0.04%SPDR SERIES TRUST
Shares145.5K
Event2026-06-30
Filed2026-07-16
IVW
1.38%ISHARES TR
Shares158.8K
Event2026-06-30
Filed2026-07-16
USMV
-4.07%ISHARES TR
Shares224.2K
Event2026-06-30
Filed2026-07-16
IJJ
0.34%ISHARES TR
Shares111.0K
Event2026-06-30
Filed2026-07-16
VV
3.59%VANGUARD INDEX FDS
Shares46.4K
Event2026-06-30
Filed2026-07-16
VUG
500.52%VANGUARD INDEX FDS
Shares170.3K
Event2026-06-30
Filed2026-07-16
GSLC
1.40%GOLDMAN SACHS ETF TR
Shares94.7K
Event2026-06-30
Filed2026-07-16
IJT
-1.58%ISHARES TR
Shares67.1K
Event2026-06-30
Filed2026-07-16
BIL
5.19%SPDR SERIES TRUST
Shares126.5K
Event2026-06-30
Filed2026-07-16
SPLV
-4.03%INVESCO EXCH TRADED FD TR II
Shares150.5K
Event2026-06-30
Filed2026-07-16
AAPL
-0.30%APPLE INC
Shares36.7K
Event2026-06-30
Filed2026-07-16
TDIV
37.78%FIRST TR EXCHANGE TRADED FD
Shares90.8K
Event2026-06-30
Filed2026-07-16
IBIT
45.16%ISHARES BITCOIN TRUST ETF
Shares309.9K
Event2026-06-30
Filed2026-07-16
IVE
0.47%ISHARES TR
Shares44.2K
Event2026-06-30
Filed2026-07-16
IJS
0.60%ISHARES TR
Shares71.8K
Event2026-06-30
Filed2026-07-16
OEF
-0.71%ISHARES TR
Shares25.0K
Event2026-06-30
Filed2026-07-16
VTV
7.00%VANGUARD INDEX FDS
Shares32.9K
Event2026-06-30
Filed2026-07-16
IOO
0.06%ISHARES TR
Shares50.5K
Event2026-06-30
Filed2026-07-16
ITOT
-0.11%ISHARES TR
Shares39.2K
Event2026-06-30
Filed2026-07-16
MSFT
-1.16%MICROSOFT CORP
Shares16.6K
Event2026-06-30
Filed2026-07-16
GOOG
90.48%ALPHABET INC
Shares17.4K
Event2026-06-30
Filed2026-07-16
CZR
-54.03%CAESARS ENTERTAINMENT INC NE
Shares203.7K
Event2026-06-30
Filed2026-07-16
HDV
408.10%ISHARES TR
Shares213.8K
Event2026-06-30
Filed2026-07-16
EFA
3.80%ISHARES TR
Shares54.6K
Event2026-06-30
Filed2026-07-16
GSY
-0.68%INVESCO ACTIVELY MANAGED EXC
Shares107.1K
Event2026-06-30
Filed2026-07-16
NVDA
-1.11%NVIDIA CORPORATION
Shares26.0K
Event2026-06-30
Filed2026-07-16
REGL
-0.29%PROSHARES TR
Shares53.5K
Event2026-06-30
Filed2026-07-16
PPA
5.37%INVESCO EXCHANGE TRADED FD T
Shares27.7K
Event2026-06-30
Filed2026-07-16
SPHQ
10.48%INVESCO EXCHANGE TRADED FD T
Shares53.0K
Event2026-06-30
Filed2026-07-16
AKRE
-30.79%PROFESIONALLY MANAGED PORTFO
Shares86.5K
Event2026-06-30
Filed2026-07-16
JHMM
2.51%JOHN HANCOCK EXCHANGE TRADED
Shares57.8K
Event2026-06-30
Filed2026-07-16
TCHP
-0.15%T ROWE PRICE EXCHANGE-TRADED
Shares79.9K
Event2026-06-30
Filed2026-07-16
PEY
-0.57%INVESCO EXCHANGE TRADED FD T
Shares169.2K
Event2026-06-30
Filed2026-07-16
PH
4.02%PARKER-HANNIFIN CORP
Shares4.0K
Event2026-06-30
Filed2026-07-16
XLI
12.41%SELECT SECTOR SPDR TR
Shares20.2K
Event2026-06-30
Filed2026-07-16
VFQY
-4.72%VANGUARD WELLINGTON FD
Shares21.0K
Event2026-06-30
Filed2026-07-16
XLK
9.23%SELECT SECTOR SPDR TR
Shares18.2K
Event2026-06-30
Filed2026-07-16
ISHARES TR
0.00%ISHARES TR
Shares4.5K
Event2026-06-30
Filed2026-07-16
AIQ
14.31%GLOBAL X FDS
Shares51.4K
Event2026-06-30
Filed2026-07-16
IJH
5.03%ISHARES TR
Shares42.8K
Event2026-06-30
Filed2026-07-16
JPMORGAN CHASE & CO
-1.45%JPMORGAN CHASE & CO
Shares10.0K
Event2026-06-30
Filed2026-07-16
ISHARES TR
0.37%ISHARES TR
Shares33.7K
Event2026-06-30
Filed2026-07-16
AMZN
-2.90%AMAZON COM INC
Shares13.6K
Event2026-06-30
Filed2026-07-16
GSIE
0.01%GOLDMAN SACHS ETF TR
Shares70.0K
Event2026-06-30
Filed2026-07-16
DTCR
12.16%GLOBAL X FDS
Shares105.1K
Event2026-06-30
Filed2026-07-16
XLE
1.12%SELECT SECTOR SPDR TR
Shares57.9K
Event2026-06-30
Filed2026-07-16
VOT
0.04%VANGUARD INDEX FDS
Shares9.9K
Event2026-06-30
Filed2026-07-16
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares5.7K
Event2026-06-30
Filed2026-07-16
PAVE
10.47%GLOBAL X FDS
Shares50.0K
Event2026-06-30
Filed2026-07-16
ILCG
1.41%ISHARES TR
Shares24.6K
Event2026-06-30
Filed2026-07-16
XLF
-0.51%SELECT SECTOR SPDR TR
Shares53.3K
Event2026-06-30
Filed2026-07-16
MINT
-4.58%PIMCO ETF TR
Shares27.6K
Event2026-06-30
Filed2026-07-16
MLPX
8.05%GLOBAL X FDS
Shares36.6K
Event2026-06-30
Filed2026-07-16
EQAL
-4.69%INVESCO EXCH TRADED FD TR II
Shares43.9K
Event2026-06-30
Filed2026-07-16
IJR
1.94%ISHARES TR
Shares17.2K
Event2026-06-30
Filed2026-07-16
IGHG
-3.32%PROSHARES TR
Shares32.0K
Event2026-06-30
Filed2026-07-16
BROADCOM INC
-7.93%BROADCOM INC
Shares6.6K
Event2026-06-30
Filed2026-07-16
SCHD
48.50%SCHWAB STRATEGIC TR
Shares75.5K
Event2026-06-30
Filed2026-07-16
SHV
6.03%ISHARES TR
Shares21.5K
Event2026-06-30
Filed2026-07-16
TOTL
1.41%SSGA ACTIVE ETF TR
Shares58.7K
Event2026-06-30
Filed2026-07-16
BSV
4.26%VANGUARD BD INDEX FDS
Shares29.6K
Event2026-06-30
Filed2026-07-16
META PLATFORMS INC
4.35%META PLATFORMS INC
Shares4.0K
Event2026-06-30
Filed2026-07-16
XLG
19.65%INVESCO EXCHANGE TRADED FD T
Shares36.5K
Event2026-06-30
Filed2026-07-16
BIV
-1.30%VANGUARD BD INDEX FDS
Shares29.1K
Event2026-06-30
Filed2026-07-16
NOC
4.64%NORTHROP GRUMMAN CORP
Shares4.2K
Event2026-06-30
Filed2026-07-16
VIGI
-2.28%VANGUARD WHITEHALL FDS
Shares22.9K
Event2026-06-30
Filed2026-07-16
LRCX
4.30%LAM RESEARCH CORP
Shares4.9K
Event2026-06-30
Filed2026-07-16
GBIL
-31.63%GOLDMAN SACHS ETF TR
Shares20.8K
Event2026-06-30
Filed2026-07-16
VEA
2.22%VANGUARD TAX-MANAGED FDS
Shares29.0K
Event2026-06-30
Filed2026-07-16
IXN
0.02%ISHARES TR
Shares14.3K
Event2026-06-30
Filed2026-07-16
SCHF
0.35%SCHWAB STRATEGIC TR
Shares74.1K
Event2026-06-30
Filed2026-07-16
ITA
0.60%ISHARES TR
Shares8.3K
Event2026-06-30
Filed2026-07-16
DGRW
15.68%WISDOMTREE TR
Shares20.6K
Event2026-06-30
Filed2026-07-16
VEU
-1.08%VANGUARD INTL EQUITY INDEX F
Shares22.5K
Event2026-06-30
Filed2026-07-16
SCHX
0.00%SCHWAB STRATEGIC TR
Shares63.6K
Event2026-06-30
Filed2026-07-16
DON
0.02%WISDOMTREE TR
Shares32.0K
Event2026-06-30
Filed2026-07-16
GOOGL
-0.80%ALPHABET INC
Shares5.0K
Event2026-06-30
Filed2026-07-16
BILS
-3.73%SPDR SERIES TRUST
Shares17.9K
Event2026-06-30
Filed2026-07-16
APPLIED MATLS INC
13.26%APPLIED MATLS INC
Shares2.3K
Event2026-06-30
Filed2026-07-16
NLR
16.04%VANECK ETF TRUST
Shares14.2K
Event2026-06-30
Filed2026-07-16
MUB
37.90%ISHARES TR
Shares15.2K
Event2026-06-30
Filed2026-07-16
FRDM
31.66%EA SERIES TRUST
Shares21.7K
Event2026-06-30
Filed2026-07-16
ALPS ETF TR
0.11%ALPS ETF TR
Shares30.3K
Event2026-06-30
Filed2026-07-16
IQLT
2.41%ISHARES TR
Shares30.3K
Event2026-06-30
Filed2026-07-16
SELECT SECTOR SPDR TR
2.03%SELECT SECTOR SPDR TR
Shares32.2K
Event2026-06-30
Filed2026-07-16
COSTCO WHOLESALE CORPORATION
-3.67%COSTCO WHOLESALE CORPORATION
Shares1.6K
Event2026-06-30
Filed2026-07-16
LLY
2.14%ELI LILLY & CO
Shares1.2K
Event2026-06-30
Filed2026-07-16
VOE
0.03%VANGUARD INDEX FDS
Shares7.2K
Event2026-06-30
Filed2026-07-16
QEFA
1.21%SPDR INDEX SHS FDS
Shares14.6K
Event2026-06-30
Filed2026-07-16
IGF
0.57%ISHARES TR
Shares21.0K
Event2026-06-30
Filed2026-07-16
IEMG
0.07%ISHARES INC
Shares16.7K
Event2026-06-30
Filed2026-07-16
SPDR SERIES TRUST
-1.44%SPDR SERIES TRUST
Shares15.7K
Event2026-06-30
Filed2026-07-16
TDVG
0.00%T ROWE PRICE EXCHANGE-TRADED
Shares28.0K
Event2026-06-30
Filed2026-07-16
DVY
0.00%ISHARES TR
Shares8.8K
Event2026-06-30
Filed2026-07-16
TPYP
2.30%TORTOISE CAPITAL SERIES TRUS
Shares32.3K
Event2026-06-30
Filed2026-07-16
EXXON MOBIL CORP
21.05%EXXON MOBIL CORP
Shares9.7K
Event2026-06-30
Filed2026-07-16
EFAV
-1.56%ISHARES TR
Shares15.0K
Event2026-06-30
Filed2026-07-16
VISA INC
-0.11%VISA INC
Shares3.8K
Event2026-06-30
Filed2026-07-16
IBM
-1.10%INTERNATIONAL BUSINESS MACHS
Shares4.6K
Event2026-06-30
Filed2026-07-16
GLD
-1.05%SPDR GOLD TR
Shares3.5K
Event2026-06-30
Filed2026-07-16
LEAD
-3.99%SIREN ETF TR
Shares14.0K
Event2026-06-30
Filed2026-07-16
IWB
-0.23%ISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-07-16
MASTERCARD INCORPORATED
0.89%MASTERCARD INCORPORATED
Shares2.4K
Event2026-06-30
Filed2026-07-16
JPEF
0.42%J P MORGAN EXCHANGE TRADED F
Shares15.1K
Event2026-06-30
Filed2026-07-16
VYM
6.94%VANGUARD WHITEHALL FDS
Shares7.7K
Event2026-06-30
Filed2026-07-16
SWK
0.00%STANLEY BLACK & DECKER INC
Shares12.5K
Event2026-06-30
Filed2026-07-16
SCHB
0.07%SCHWAB STRATEGIC TR
Shares40.6K
Event2026-06-30
Filed2026-07-16
HD
-17.71%HOME DEPOT INC
Shares3.3K
Event2026-06-30
Filed2026-07-16
QUANTA SVCS INC
0.00%QUANTA SVCS INC
Shares1.6K
Event2026-06-30
Filed2026-07-16
JNJ
-2.27%JOHNSON & JOHNSON
Shares4.5K
Event2026-06-30
Filed2026-07-16
QQEW
17.07%FIRST TR EXCHANGE-TRADED FD
Shares6.9K
Event2026-06-30
Filed2026-07-16
IGRO
1.51%ISHARES TR
Shares12.5K
Event2026-06-30
Filed2026-07-16
NEAR
-5.12%ISHARES U S ETF TR
Shares21.5K
Event2026-06-30
Filed2026-07-16
AMGN
-0.60%AMGEN INC
Shares3.0K
Event2026-06-30
Filed2026-07-16
VGSH
1.72%VANGUARD SCOTTSDALE FDS
Shares18.2K
Event2026-06-30
Filed2026-07-16
ORACLE CORP
-2.66%ORACLE CORP
Shares7.1K
Event2026-06-30
Filed2026-07-16
ABBVIE INC
-11.56%ABBVIE INC
Shares4.0K
Event2026-06-30
Filed2026-07-16
QEMM
5.99%SPDR INDEX SHS FDS
Shares12.6K
Event2026-06-30
Filed2026-07-16
TSLA
0.38%TESLA INC
Shares2.4K
Event2026-06-30
Filed2026-07-16
IGM
5.61%ISHARES TR
Shares5.9K
Event2026-06-30
Filed2026-07-16
TGRW
-6.72%T ROWE PRICE EXCHANGE-TRADED
Shares20.2K
Event2026-06-30
Filed2026-07-16
ETN
7.11%EATON CORP PLC
Shares2.2K
Event2026-06-30
Filed2026-07-16
TXN
-2.26%TEXAS INSTRS INC
Shares3.2K
Event2026-06-30
Filed2026-07-16
PM
5.05%PHILIP MORRIS INTL INC
Shares5.2K
Event2026-06-30
Filed2026-07-16
KLAC
875.86%KLA CORP
Shares3.1K
Event2026-06-30
Filed2026-07-16
AMD
-2.48%ADVANCED MICRO DEVICES INC
Shares1.6K
Event2026-06-30
Filed2026-07-16
BRK.B
-4.92%BERKSHIRE HATHAWAY INC DEL
Shares1.8K
Event2026-06-30
Filed2026-07-16
OUSA
-0.61%ALPS ETF TR
Shares15.6K
Event2026-06-30
Filed2026-07-16
SMLF
0.59%ISHARES TR
Shares10.1K
Event2026-06-30
Filed2026-07-16
UNP
57.56%UNION PAC CORP
Shares3.3K
Event2026-06-30
Filed2026-07-16
DGRE
0.03%WISDOMTREE TR
Shares21.5K
Event2026-06-30
Filed2026-07-16
SJNK
3.61%SPDR SERIES TRUST
Shares34.5K
Event2026-06-30
Filed2026-07-16
DHS
-1.65%WISDOMTREE TR
Shares7.5K
Event2026-06-30
Filed2026-07-16
IYT
-1.31%ISHARES TR
Shares9.4K
Event2026-06-30
Filed2026-07-16
CISCO SYS INC
-2.50%CISCO SYS INC
Shares6.9K
Event2026-06-30
Filed2026-07-16
XLP
0.08%SELECT SECTOR SPDR TR
Shares9.7K
Event2026-06-30
Filed2026-07-16
JEPI
0.18%J P MORGAN EXCHANGE TRADED F
Shares14.2K
Event2026-06-30
Filed2026-07-16
IHDG
-2.69%WISDOMTREE TR
Shares15.3K
Event2026-06-30
Filed2026-07-16
FLEX
0.00%FLEX LTD
Shares4.7K
Event2026-06-30
Filed2026-07-16
JHMD
0.00%JOHN HANCOCK EXCHANGE TRADED
Shares17.0K
Event2026-06-30
Filed2026-07-16
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-06-30
Filed2026-07-16
VYMI
24.76%VANGUARD WHITEHALL FDS
Shares7.5K
Event2026-06-30
Filed2026-07-16
PUI
0.00%INVESCO EXCHANGE TRADED FD T
Shares15.5K
Event2026-06-30
Filed2026-07-16
RISR
-0.62%TIDAL TRUST I
Shares20.1K
Event2026-06-30
Filed2026-07-16
SGOV
-4.01%ISHARES TR
Shares7.1K
Event2026-06-30
Filed2026-07-16
EEM
12.35%ISHARES TR
Shares9.8K
Event2026-06-30
Filed2026-07-16
VNLA
-9.07%JANUS DETROIT STR TR
Shares13.7K
Event2026-06-30
Filed2026-07-16
DYNF
521.08%BLACKROCK ETF TRUST
Shares9.8K
Event2026-06-30
Filed2026-07-16
J P MORGAN EXCHANGE TRADED F
0.25%J P MORGAN EXCHANGE TRADED F
Shares10.6K
Event2026-06-30
Filed2026-07-16
ROUNDHILL ETF TRUST
53.43%ROUNDHILL ETF TRUST
Shares27.3K
Event2026-06-30
Filed2026-07-16
BLK
-2.97%BLACKROCK INC
Shares653
Event2026-06-30
Filed2026-07-16
AIRR
38.19%FIRST TR EXCHANGE TRADED FD
Shares4.7K
Event2026-06-30
Filed2026-07-16
HACK
11.78%AMPLIFY ETF TR
Shares5.9K
Event2026-06-30
Filed2026-07-16
INTC
-1.34%INTEL CORP
Shares4.3K
Event2026-06-30
Filed2026-07-16
ICSH
-14.89%ISHARES TR
Shares11.8K
Event2026-06-30
Filed2026-07-16
PKW
0.00%INVESCO EXCHANGE TRADED FD T
Shares4.2K
Event2026-06-30
Filed2026-07-16
VB
0.10%VANGUARD INDEX FDS
Shares2.0K
Event2026-06-30
Filed2026-07-16
USFR
-4.97%WISDOMTREE TR
Shares11.8K
Event2026-06-30
Filed2026-07-16
INTF
-1.26%ISHARES TR
Shares14.2K
Event2026-06-30
Filed2026-07-16
LOW
-35.09%LOWES COS INC
Shares2.6K
Event2026-06-30
Filed2026-07-16
PG
2.82%PROCTER & GAMBLE CO
Shares3.9K
Event2026-06-30
Filed2026-07-16
GD
12.38%GENERAL DYNAMICS CORP
Shares1.6K
Event2026-06-30
Filed2026-07-16
RTX CORPORATION
30.73%RTX CORPORATION
Shares3.0K
Event2026-06-30
Filed2026-07-16
ARKX
72.79%ARK ETF TR
Shares16.4K
Event2026-06-30
Filed2026-07-16
MRK
-1.03%MERCK & CO INC
Shares4.3K
Event2026-06-30
Filed2026-07-16
PID
0.37%INVESCO EXCHANGE TRADED FD T
Shares23.6K
Event2026-06-30
Filed2026-07-16
PEP
-3.91%PEPSICO INC
Shares3.9K
Event2026-06-30
Filed2026-07-16
QLC
21.77%FLEXSHARES TR
Shares5.8K
Event2026-06-30
Filed2026-07-16
PFF
0.20%ISHARES TR
Shares16.9K
Event2026-06-30
Filed2026-07-16
LMT
-1.86%LOCKHEED MARTIN CORP
Shares1.0K
Event2026-06-30
Filed2026-07-16
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares717
Event2026-06-30
Filed2026-07-16
ADI
0.00%ANALOG DEVICES INC
Shares1.2K
Event2026-06-30
Filed2026-07-16
IDU
0.26%ISHARES TR
Shares4.3K
Event2026-06-30
Filed2026-07-16
CALF
1.06%PACER FDS TR
Shares9.6K
Event2026-06-30
Filed2026-07-16
IHAK
2.34%ISHARES TR
Shares7.9K
Event2026-06-30
Filed2026-07-16
ISHARES TR
0.10%ISHARES TR
Shares4.8K
Event2026-06-30
Filed2026-07-16
WMT
-4.94%WALMART INC
Shares4.2K
Event2026-06-30
Filed2026-07-16
UNITEDHEALTH GROUP INC
-23.88%UNITEDHEALTH GROUP INC
Shares1.1K
Event2026-06-30
Filed2026-07-16
RSG
-1.34%REPUBLIC SVCS INC
Shares2.2K
Event2026-06-30
Filed2026-07-16
URI
0.00%UNITED RENTALS INC
Shares415
Event2026-06-30
Filed2026-07-16
SCHA
-15.71%SCHWAB STRATEGIC TR
Shares13.0K
Event2026-06-30
Filed2026-07-16
WASTE MGMT INC DEL
-4.99%WASTE MGMT INC DEL
Shares2.1K
Event2026-06-30
Filed2026-07-16
IWP
0.00%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-16
COF
-3.21%CAPITAL ONE FINL CORP
Shares2.3K
Event2026-06-30
Filed2026-07-16
MCO
-2.73%MOODYS CORP
Shares997
Event2026-06-30
Filed2026-07-16
ITW
0.67%ILLINOIS TOOL WKS INC
Shares1.6K
Event2026-06-30
Filed2026-07-16
QCOM
-27.77%QUALCOMM INC
Shares2.4K
Event2026-06-30
Filed2026-07-16
TMO
-13.91%THERMO FISHER SCIENTIFIC INC
Shares879
Event2026-06-30
Filed2026-07-16
AXP
-1.75%AMERICAN EXPRESS CO
Shares1.3K
Event2026-06-30
Filed2026-07-16
MS
-3.79%MORGAN STANLEY
Shares2.1K
Event2026-06-30
Filed2026-07-16
SHM
0.00%SPDR SERIES TRUST
Shares9.1K
Event2026-06-30
Filed2026-07-16
VBR
0.00%VANGUARD INDEX FDS
Shares1.8K
Event2026-06-30
Filed2026-07-16
SCHM
0.00%SCHWAB STRATEGIC TR
Shares11.7K
Event2026-06-30
Filed2026-07-16
GS
22.70%GOLDMAN SACHS GROUP INC
Shares427
Event2026-06-30
Filed2026-07-16
AGO
0.00%ASSURED GUARANTY LTD
Shares5.4K
Event2026-06-30
Filed2026-07-16
BAC
-0.33%BANK OF AMER CORP
Shares7.5K
Event2026-06-30
Filed2026-07-16
NOBL
108.18%PROSHARES TR
Shares7.6K
Event2026-06-30
Filed2026-07-16
SYLD
0.00%CAMBRIA ETF TR
Shares5.3K
Event2026-06-30
Filed2026-07-16
NDSN
46.80%NORDSON CORP
Shares1.4K
Event2026-06-30
Filed2026-07-16
MGC
0.00%VANGUARD WORLD FD
Shares1.5K
Event2026-06-30
Filed2026-07-16
ICE
-5.57%INTERCONTINENTAL EXCHANGE IN
Shares3.4K
Event2026-06-30
Filed2026-07-16
DIVB
2.69%ISHARES TR
Shares6.7K
Event2026-06-30
Filed2026-07-16
WDEF
33.61%WISDOMTREE TR
Shares15.2K
Event2026-06-30
Filed2026-07-16
TRGP
0.20%TARGA RES CORP
Shares1.5K
Event2026-06-30
Filed2026-07-16
HEFA
-4.95%ISHARES TR
Shares8.6K
Event2026-06-30
Filed2026-07-16
MGMT
0.00%UNIFIED SER TR
Shares7.9K
Event2026-06-30
Filed2026-07-16
JHML
0.00%JOHN HANCOCK EXCHANGE TRADED
Shares4.5K
Event2026-06-30
Filed2026-07-16
ASML
-2.93%ASML HLDG NV
Shares199
Event2026-06-30
Filed2026-07-16
MCD
-8.91%MCDONALDS CORP
Shares1.5K
Event2026-06-30
Filed2026-07-16
SHW
-1.47%SHERWIN WILLIAMS CO
Shares1.1K
Event2026-06-30
Filed2026-07-16
IQDY
0.00%FLEXSHARES TR
Shares8.8K
Event2026-06-30
Filed2026-07-16
BX
16.25%BLACKSTONE INC
Shares3.2K
Event2026-06-30
Filed2026-07-16
SCHE
-1.17%SCHWAB STRATEGIC TR
Shares10.3K
Event2026-06-30
Filed2026-07-16
JSML
0.00%JANUS DETROIT STR TR
Shares4.0K
Event2026-06-30
Filed2026-07-16
ADP
4.07%AUTOMATIC DATA PROCESSING IN
Shares1.6K
Event2026-06-30
Filed2026-07-16
VRT
2.48%VERTIV HOLDINGS CO
Shares1.1K
Event2026-06-30
Filed2026-07-16
LRGF
20.60%ISHARES TR
Shares4.7K
Event2026-06-30
Filed2026-07-16
DE
0.00%DEERE & CO
Shares559
Event2026-06-30
Filed2026-07-16
JMST
0.00%J P MORGAN EXCHANGE TRADED F
Shares7.0K
Event2026-06-30
Filed2026-07-16
KO
-0.14%COCA COLA CO
Shares4.3K
Event2026-06-30
Filed2026-07-16
IXUS
0.00%ISHARES TR
Shares3.7K
Event2026-06-30
Filed2026-07-16
CVX
2.50%CHEVRON CORPORATION
Shares2.1K
Event2026-06-30
Filed2026-07-16
EPD
0.29%ENTERPRISE PRODS PARTNERS L
Shares9.4K
Event2026-06-30
Filed2026-07-16
GLW
0.52%CORNING INC
Shares1.4K
Event2026-06-30
Filed2026-07-16
SPMD
0.00%SPDR SERIES TRUST
Shares5.1K
Event2026-06-30
Filed2026-07-16
LDUR
0.00%PIMCO ETF TR
Shares3.5K
Event2026-06-30
Filed2026-07-16
MU
18.22%MICRON TECHNOLOGY INC
Shares292
Event2026-06-30
Filed2026-07-16
ROL
-2.28%ROLLINS INC
Shares8.0K
Event2026-06-30
Filed2026-07-16
SBUX
-8.80%STARBUCKS CORP
Shares3.3K
Event2026-06-30
Filed2026-07-16
GSST
0.00%GOLDMAN SACHS ETF TR
Shares6.6K
Event2026-06-30
Filed2026-07-16
SMMU
0.00%PIMCO ETF TR
Shares6.6K
Event2026-06-30
Filed2026-07-16
ABT
13.53%ABBOTT LABORATORIES
Shares3.6K
Event2026-06-30
Filed2026-07-16
VWO
4.73%VANGUARD INTL EQUITY INDEX F
Shares5.5K
Event2026-06-30
Filed2026-07-16
CDNS
0.00%CADENCE DESIGN SYSTEM INC
Shares859
Event2026-06-30
Filed2026-07-16
LIN
34.20%LINDE PLC
Shares620
Event2026-06-30
Filed2026-07-16
TSCO
-26.45%TRACTOR SUPPLY CO
Shares10.1K
Event2026-06-30
Filed2026-07-16
IDV
4.79%ISHARES TR
Shares7.7K
Event2026-06-30
Filed2026-07-16
MCK
-0.47%MCKESSON CORP
Shares421
Event2026-06-30
Filed2026-07-16
FMQQ
-38.92%EXCHANGE TRADED CONCEPTS TRU
Shares26.7K
Event2026-06-30
Filed2026-07-16
MSCI
0.00%MSCI INC
Shares563
Event2026-06-30
Filed2026-07-16
OUSM
-9.71%ALPS ETF TR
Shares6.5K
Event2026-06-30
Filed2026-07-16
NETFLIX INC.
-0.77%NETFLIX INC.
Shares4.3K
Event2026-06-30
Filed2026-07-16
APD
-1.15%AIR PRODUCTS AND CHEMICALS I
Shares1.0K
Event2026-06-30
Filed2026-07-16
COWZ
-36.04%PACER FDS TR
Shares4.8K
Event2026-06-30
Filed2026-07-16
NUKZ
0.00%EXCHANGE TRADED CONCEPTS TRU
Shares4.4K
Event2026-06-30
Filed2026-07-16
S&P GLOBAL INC
-5.52%S&P GLOBAL INC
Shares719
Event2026-06-30
Filed2026-07-16
XLV
-12.30%SELECT SECTOR SPDR TR
Shares1.8K
Event2026-06-30
Filed2026-07-16
CME
-5.79%CME GROUP INC
Shares1.3K
Event2026-06-30
Filed2026-07-16
GRPM
0.05%INVESCO EXCHANGE TRADED FD T
Shares2.2K
Event2026-06-30
Filed2026-07-16
JHPI
0.11%JOHN HANCOCK EXCHANGE TRADED
Shares12.6K
Event2026-06-30
Filed2026-07-16
MEAR
0.68%ISHARES U S ETF TR
Shares5.6K
Event2026-06-30
Filed2026-07-16
JQUA
0.10%J P MORGAN EXCHANGE TRADED F
Shares3.9K
Event2026-06-30
Filed2026-07-16
PFE
-2.96%PFIZER INC
Shares11.7K
Event2026-06-30
Filed2026-07-16
MO
-1.69%ALTRIA GROUP INC
Shares3.9K
Event2026-06-30
Filed2026-07-16
HII
0.20%HUNTINGTON INGALLS INDS INC
Shares980
Event2026-06-30
Filed2026-07-16
WFC
-5.58%WELLS FARGO & CO
Shares3.3K
Event2026-06-30
Filed2026-07-16
PALANTIR TECHNOLOGIES INC
-2.51%PALANTIR TECHNOLOGIES INC
Shares2.3K
Event2026-06-30
Filed2026-07-16
DHR
-14.51%DANAHER CORP DEL
Shares1.4K
Event2026-06-30
Filed2026-07-16
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares1.2K
Event2026-06-30
Filed2026-07-16
AFL
0.88%AFLAC INC
Shares2.3K
Event2026-06-30
Filed2026-07-16
NFRA
0.00%FLEXSHARES TR
Shares4.2K
Event2026-06-30
Filed2026-07-16
OKE
0.19%ONEOK INC NEW
Shares3.1K
Event2026-06-30
Filed2026-07-16
CAT
0.00%CATERPILLAR INC
Shares251
Event2026-06-30
Filed2026-07-16
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares1.2K
Event2026-06-30
Filed2026-07-16
DGX
-0.08%QUEST DIAGNOSTICS INC
Shares1.3K
Event2026-06-30
Filed2026-07-16
SUB
0.00%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-16
FANG
0.00%DIAMONDBACK ENERGY INC
Shares1.5K
Event2026-06-30
Filed2026-07-16
BOND
5.14%PIMCO ETF TR
Shares2.8K
Event2026-06-30
Filed2026-07-16
ARK ETF TR
-0.22%ARK ETF TR
Shares3.2K
Event2026-06-30
Filed2026-07-16
SYK
-11.18%STRYKER CORPORATION
Shares818
Event2026-06-30
Filed2026-07-16
ROBO
NewEXCHANGE TRADED CONCEPTS TRU
Shares2.9K
Event2026-06-30
Filed2026-07-16
IDEV
0.64%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-16
IWR
10.50%ISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-07-16
DIS
0.04%DISNEY WALT CO
Shares2.5K
Event2026-06-30
Filed2026-07-16
VO
300.00%VANGUARD INDEX FDS
Shares3.0K
Event2026-06-30
Filed2026-07-16
3M CO
-2.21%3M CO
Shares1.4K
Event2026-06-30
Filed2026-07-16
MEDTRONIC PLC
-9.16%MEDTRONIC PLC
Shares2.9K
Event2026-06-30
Filed2026-07-16
ITT
0.00%ITT INC
Shares1.1K
Event2026-06-30
Filed2026-07-16
FDX
-29.38%FEDEX CORP
Shares721
Event2026-06-30
Filed2026-07-16
NRG
0.00%NRG ENERGY INC
Shares1.5K
Event2026-06-30
Filed2026-07-16
VNQ
0.00%VANGUARD INDEX FDS
Shares2.3K
Event2026-06-30
Filed2026-07-16
ASTS
-7.88%AST SPACEMOBILE INC
Shares2.4K
Event2026-06-30
Filed2026-07-16
TOLZ
0.00%PROSHARES TR
Shares3.6K
Event2026-06-30
Filed2026-07-16
VBK
0.00%VANGUARD INDEX FDS
Shares581
Event2026-06-30
Filed2026-07-16
JHEM
75.77%JOHN HANCOCK EXCHANGE TRADED
Shares5.3K
Event2026-06-30
Filed2026-07-16
EMGF
-12.55%ISHARES INC
Shares2.9K
Event2026-06-30
Filed2026-07-16
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares1.2K
Event2026-06-30
Filed2026-07-16
MPC
-1.71%MARATHON PETE CORP
Shares803
Event2026-06-30
Filed2026-07-16
BA
1.18%BOEING CO
Shares942
Event2026-06-30
Filed2026-07-16
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares2.3K
Event2026-06-30
Filed2026-07-16
TFI
0.00%SPDR SERIES TRUST
Shares4.4K
Event2026-06-30
Filed2026-07-16
FLOT
0.00%ISHARES TR
Shares4.0K
Event2026-06-30
Filed2026-07-16
XLB
-9.22%SELECT SECTOR SPDR TR
Shares4.0K
Event2026-06-30
Filed2026-07-16
WSM
4.90%WILLIAMS SONOMA INC
Shares857
Event2026-06-30
Filed2026-07-16
ORLY
-2.36%OREILLY AUTOMOTIVE INC
Shares2.2K
Event2026-06-30
Filed2026-07-16
MDLZ
0.56%MONDELEZ INTL INC
Shares3.4K
Event2026-06-30
Filed2026-07-16
IWO
0.00%ISHARES TR
Shares498
Event2026-06-30
Filed2026-07-16
TFSL
0.00%TFS FINL CORP
Shares11.1K
Event2026-06-30
Filed2026-07-16
PSX
-1.72%PHILLIPS 66
Shares1.1K
Event2026-06-30
Filed2026-07-16
SCCO
0.73%SOUTHERN COPPER CORP
Shares1.1K
Event2026-06-30
Filed2026-07-16
VPU
0.00%VANGUARD WORLD FD
Shares941
Event2026-06-30
Filed2026-07-16
UTF
0.09%COHEN & STEERS INFRASTRUCTUR
Shares6.6K
Event2026-06-30
Filed2026-07-16
JSMD
0.00%JANUS DETROIT STR TR
Shares1.8K
Event2026-06-30
Filed2026-07-16
TER
0.00%TERADYNE INC
Shares365
Event2026-06-30
Filed2026-07-16
XAR
0.00%SPDR SERIES TRUST
Shares618
Event2026-06-30
Filed2026-07-16
PBP
0.29%INVESCO EXCHANGE TRADED FD T
Shares7.6K
Event2026-06-30
Filed2026-07-16
SPSB
0.70%SPDR SERIES TRUST
Shares5.7K
Event2026-06-30
Filed2026-07-16
MPLX
1.94%MPLX LP
Shares3.0K
Event2026-06-30
Filed2026-07-16
BYD
0.00%BOYD GAMING CORP
Shares1.9K
Event2026-06-30
Filed2026-07-16
SOUTHERN CO
-4.86%SOUTHERN CO
Shares1.8K
Event2026-06-30
Filed2026-07-16
CP
-16.53%CANADIAN PACIFIC KANSAS CITY
Shares1.9K
Event2026-06-30
Filed2026-07-16
DAL
0.00%DELTA AIR LINES INC
Shares1.8K
Event2026-06-30
Filed2026-07-16
GILD
-7.83%GILEAD SCIENCES INC
Shares1.3K
Event2026-06-30
Filed2026-07-16
IDHQ
0.24%INVESCO EXCH TRADED FD TR II
Shares3.8K
Event2026-06-30
Filed2026-07-16
GWX
0.00%SPDR INDEX SHS FDS
Shares3.8K
Event2026-06-30
Filed2026-07-16
CRM
46.59%SALESFORCE INC
Shares1.1K
Event2026-06-30
Filed2026-07-16
FEZ
0.00%SPDR INDEX SHS FDS
Shares2.4K
Event2026-06-30
Filed2026-07-16
CAH
0.15%CARDINAL HEALTH INC
Shares683
Event2026-06-30
Filed2026-07-16
ODFL
0.00%OLD DOMINION FREIGHT LINE IN
Shares740
Event2026-06-30
Filed2026-07-16
L
8.33%LOEWS CORP
Shares1.4K
Event2026-06-30
Filed2026-07-16
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares2.1K
Event2026-06-30
Filed2026-07-16
LUMENTUM HLDGS INC
7.65%LUMENTUM HLDGS INC
Shares183
Event2026-06-30
Filed2026-07-16
YUM
-5.16%YUM BRANDS INC
Shares974
Event2026-06-30
Filed2026-07-16
DGRS
0.00%WISDOMTREE TR
Shares2.6K
Event2026-06-30
Filed2026-07-16
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares525
Event2026-06-30
Filed2026-07-16
COP
4.00%CONOCOPHILLIPS
Shares1.5K
Event2026-06-30
Filed2026-07-16
MFDX
13.52%PIMCO EQUITY SER
Shares3.6K
Event2026-06-30
Filed2026-07-16
SLF
0.00%SUN LIFE FINANCIAL INC.
Shares1.9K
Event2026-06-30
Filed2026-07-16
OGIG
-13.12%ALPS ETF TR
Shares3.3K
Event2026-06-30
Filed2026-07-16
EQX
0.00%EQUINOX GOLD CORP
Shares15.1K
Event2026-06-30
Filed2026-07-16
ADOBE INC
1.44%ADOBE INC
Shares706
Event2026-06-30
Filed2026-07-16
VCIT
177.09%VANGUARD SCOTTSDALE FDS
Shares1.8K
Event2026-06-30
Filed2026-07-16
DEM
55.17%WISDOMTREE TR
Shares2.7K
Event2026-06-30
Filed2026-07-16
NDAQ
348.40%NASDAQ INC
Shares1.8K
Event2026-06-30
Filed2026-07-16
NEXTERA ENERGY INC
-3.67%NEXTERA ENERGY INC
Shares1.6K
Event2026-06-30
Filed2026-07-16
WCN
1454.55%WASTE CONNECTIONS INC
Shares855
Event2026-06-30
Filed2026-07-16
SPYG
0.00%SPDR SERIES TRUST
Shares1.2K
Event2026-06-30
Filed2026-07-16
PNC
0.35%PNC FINL SVCS GROUP INC
Shares569
Event2026-06-30
Filed2026-07-16
DUK
2.81%DUKE ENERGY CORP NEW
Shares1.1K
Event2026-06-30
Filed2026-07-16
FITB
0.00%FIFTH THIRD BANCORP
Shares2.5K
Event2026-06-30
Filed2026-07-16
ICF
0.00%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-16
PAYX
-1.13%PAYCHEX INC
Shares1.4K
Event2026-06-30
Filed2026-07-16
IAU
0.00%ISHARES GOLD TR
Shares1.8K
Event2026-06-30
Filed2026-07-16
PGR
12.07%PROGRESSIVE CORP
Shares622
Event2026-06-30
Filed2026-07-16
SMDV
-15.92%PROSHARES TR
Shares1.8K
Event2026-06-30
Filed2026-07-16
SPXC
0.00%SPX TECHNOLOGIES INC
Shares543
Event2026-06-30
Filed2026-07-16
BMY
0.22%BRISTOL-MYERS SQUIBB CO
Shares2.3K
Event2026-06-30
Filed2026-07-16
SPSM
0.00%SPDR SERIES TRUST
Shares2.3K
Event2026-06-30
Filed2026-07-16
LNT
0.00%ALLIANT ENERGY CORP
Shares1.7K
Event2026-06-30
Filed2026-07-16
PFG
0.00%PRINCIPAL FINANCIAL GROUP IN
Shares1.2K
Event2026-06-30
Filed2026-07-16
VRP
0.84%INVESCO EXCH TRADED FD TR II
Shares5.3K
Event2026-06-30
Filed2026-07-16
CSX
0.00%CSX CORP
Shares2.7K
Event2026-06-30
Filed2026-07-16
ISHARES TR
5.16%ISHARES TR
Shares3.6K
Event2026-06-30
Filed2026-07-16
CSL
0.00%CARLISLE COS INC
Shares340
Event2026-06-30
Filed2026-07-16
GEM
0.00%GOLDMAN SACHS ETF TR
Shares2.3K
Event2026-06-30
Filed2026-07-16
XLRE
0.00%SELECT SECTOR SPDR TR
Shares2.7K
Event2026-06-30
Filed2026-07-16
VZ
-6.33%VERIZON COMMUNICATIONS INC
Shares2.8K
Event2026-06-30
Filed2026-07-16
IDEXX LABS INC
-1.32%IDEXX LABS INC
Shares225
Event2026-06-30
Filed2026-07-16
HWM
0.00%HOWMET AEROSPACE INC
Shares429
Event2026-06-30
Filed2026-07-16
ISCF
0.00%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-16
AEP
1.87%AMERICAN ELEC PWR CO INC
Shares819
Event2026-06-30
Filed2026-07-16
TFC
-0.35%TRUIST FINL CORP
Shares2.3K
Event2026-06-30
Filed2026-07-16
CMG
-5.63%CHIPOTLE MEXICAN GRILL INC
Shares3.3K
Event2026-06-30
Filed2026-07-16
SPDW
-4.37%SPDR INDEX SHS FDS
Shares2.2K
Event2026-06-30
Filed2026-07-16
TTWO
-4.70%TAKE-TWO INTERACTIVE SOFTWAR
Shares446
Event2026-06-30
Filed2026-07-16
VOO
0.00%VANGUARD INDEX FDS
Shares161
Event2026-06-30
Filed2026-07-16
AMT
-14.60%AMERICAN TOWER CORP
Shares667
Event2026-06-30
Filed2026-07-16
BKNG
2013.79%BOOKING HOLDINGS INC
Shares613
Event2026-06-30
Filed2026-07-16
NVR
6.67%NVR INC
Shares16
Event2026-06-30
Filed2026-07-16
INTU
-18.73%INTUIT
Shares408
Event2026-06-30
Filed2026-07-16
WEC
0.00%WEC ENERGY GROUP INC
Shares913
Event2026-06-30
Filed2026-07-16
KOMP
0.00%SPDR SERIES TRUST
Shares1.5K
Event2026-06-30
Filed2026-07-16
TJX
-11.11%TJX COS INC NEW
Shares688
Event2026-06-30
Filed2026-07-16
APH
-3.78%AMPHENOL CORP
Shares586
Event2026-06-30
Filed2026-07-16
SCZ
-27.47%ISHARES TR
Shares1.3K
Event2026-06-30
Filed2026-07-16
ROYAL CARIBBEAN GROUP
-4.97%ROYAL CARIBBEAN GROUP
Shares325
Event2026-06-30
Filed2026-07-16
FTNT
-22.48%FORTINET INC
Shares662
Event2026-06-30
Filed2026-07-16
HELO
0.00%J P MORGAN EXCHANGE TRADED F
Shares1.5K
Event2026-06-30
Filed2026-07-16
TRAVELERS COMPANIES INC
0.00%TRAVELERS COMPANIES INC
Shares308
Event2026-06-30
Filed2026-07-16
SLB
-13.02%SLB LIMITED
Shares2.2K
Event2026-06-30
Filed2026-07-16
EAGG
0.00%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-16
ROP
-25.44%ROPER TECHNOLOGIES INC
Shares296
Event2026-06-30
Filed2026-07-16
ROST
0.00%ROSS STORES INC
Shares469
Event2026-06-30
Filed2026-07-16
XEL
-4.15%XCEL ENERGY INC
Shares1.2K
Event2026-06-30
Filed2026-07-16
CMI
0.00%CUMMINS INC
Shares139
Event2026-06-30
Filed2026-07-16
ONEQ
0.00%FIDELITY COMWLTH TR
Shares960
Event2026-06-30
Filed2026-07-16
SCHW
0.00%SCHWAB CHARLES CORP
Shares1.1K
Event2026-06-30
Filed2026-07-16
CMCSA
2.55%COMCAST CORP NEW
Shares3.9K
Event2026-06-30
Filed2026-07-16
ELV
0.40%ELEVANCE HEALTH INC FORMERLY
Shares251
Event2026-06-30
Filed2026-07-16
NXT
0.00%NEXTPOWER INC
Shares815
Event2026-06-30
Filed2026-07-16
SNA
-0.41%SNAP ON INC
Shares240
Event2026-06-30
Filed2026-07-16
AEE
0.00%AMEREN CORP
Shares853
Event2026-06-30
Filed2026-07-16
IMFL
0.00%INVESCO EXCH TRD SLF IDX FD
Shares2.8K
Event2026-06-30
Filed2026-07-16
IWM
0.00%ISHARES TR
Shares317
Event2026-06-30
Filed2026-07-16
SCHC
0.00%SCHWAB STRATEGIC TR
Shares2.0K
Event2026-06-30
Filed2026-07-16
AWK
12.03%AMERICAN WTR WKS CO INC NEW
Shares717
Event2026-06-30
Filed2026-07-16
MET
0.00%METLIFE INC
Shares1.1K
Event2026-06-30
Filed2026-07-16
PLD
0.29%PROLOGIS INC.
Shares692
Event2026-06-30
Filed2026-07-16
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFAC
Shares197
Event2026-06-30
Filed2026-07-16
VOOV
0.00%VANGUARD ADMIRAL FDS INC
Shares429
Event2026-06-30
Filed2026-07-16
ALL
18.48%ALLSTATE CORP
Shares391
Event2026-06-30
Filed2026-07-16
PSA
1.39%PUBLIC STORAGE
Shares291
Event2026-06-30
Filed2026-07-16
RDWR
0.00%RADWARE LTD
Shares3.0K
Event2026-06-30
Filed2026-07-16
SPG
1.22%SIMON PPTY GROUP INC NEW
Shares416
Event2026-06-30
Filed2026-07-16
EZM
0.00%WISDOMTREE TR
Shares1.2K
Event2026-06-30
Filed2026-07-16
TWLO
-0.23%TWILIO INC
Shares443
Event2026-06-30
Filed2026-07-16
DGICA
1894.12%DONEGAL GROUP INC
Shares4.7K
Event2026-06-30
Filed2026-07-16
KKR
695.93%KKR & CO INC
Shares979
Event2026-06-30
Filed2026-07-16
T
-16.12%AT&T INC
Shares4.3K
Event2026-06-30
Filed2026-07-16
EQIX
-5.49%EQUINIX INC
Shares86
Event2026-06-30
Filed2026-07-16
ET
1.67%ENERGY TRANSFER L P
Shares4.6K
Event2026-06-30
Filed2026-07-16
MLPA
0.00%GLOBAL X FDS
Shares1.7K
Event2026-06-30
Filed2026-07-16
GE
-3.31%GE AEROSPACE
Shares234
Event2026-06-30
Filed2026-07-16
CVNA
397.70%CARVANA CO
Shares1.3K
Event2026-06-30
Filed2026-07-16
CL
13.06%COLGATE PALMOLIVE CO
Shares935
Event2026-06-30
Filed2026-07-16
CVS
0.00%CVS HEALTH CORP
Shares820
Event2026-06-30
Filed2026-07-16
TBG
77.51%EA SERIES TRUST
Shares2.3K
Event2026-06-30
Filed2026-07-16
WELL
3.08%WELLTOWER INC
Shares368
Event2026-06-30
Filed2026-07-16
HCA
0.00%HCA HEALTHCARE INC
Shares213
Event2026-06-30
Filed2026-07-16
MTD
0.00%METTLER TOLEDO INTERNATIONAL
Shares65
Event2026-06-30
Filed2026-07-16
TDY
0.00%TELEDYNE TECHNOLOGIES INC
Shares124
Event2026-06-30
Filed2026-07-16
BDX
0.56%BECTON DICKINSON & CO
Shares540
Event2026-06-30
Filed2026-07-16
RJF
1.69%RAYMOND JAMES FINL INC
Shares540
Event2026-06-30
Filed2026-07-16
CI
0.00%THE CIGNA GROUP
Shares296
Event2026-06-30
Filed2026-07-16
TT
-10.22%TRANE TECHNOLOGIES PLC
Shares167
Event2026-06-30
Filed2026-07-16
DHI
-8.13%D R HORTON INC
Shares497
Event2026-06-30
Filed2026-07-16
SNPS
-5.24%SYNOPSYS INC
Shares181
Event2026-06-30
Filed2026-07-16
NSC
-4.51%NORFOLK SOUTHN CORP
Shares254
Event2026-06-30
Filed2026-07-16
CIEN
0.00%CIENA CORP
Shares161
Event2026-06-30
Filed2026-07-16
EMR
0.00%EMERSON ELEC CO
Shares548
Event2026-06-30
Filed2026-07-16
JLL
0.00%JONES LANG LASALLE INC
Shares253
Event2026-06-30
Filed2026-07-16
RRC
0.00%RANGE RES CORP
Shares2.1K
Event2026-06-30
Filed2026-07-16
PFXF
0.00%VANECK ETF TRUST
Shares4.3K
Event2026-06-30
Filed2026-07-16
DFIV
0.00%DIMENSIONAL ETF TRUST
Shares1.4K
Event2026-06-30
Filed2026-07-16
IWN
0.00%ISHARES TR
Shares349
Event2026-06-30
Filed2026-07-16
CHD
-9.53%CHURCH & DWIGHT CO INC
Shares788
Event2026-06-30
Filed2026-07-16
FREEPORT MCMORAN INC
-5.28%FREEPORT MCMORAN INC
Shares1.2K
Event2026-06-30
Filed2026-07-16
GIS
12776.47%GENERAL MILLS INC
Shares2.2K
Event2026-06-30
Filed2026-07-16
USB
0.08%US BANCORP
Shares1.3K
Event2026-06-30
Filed2026-07-16
WRB
-16.32%BERKLEY W R CORP
Shares1.1K
Event2026-06-30
Filed2026-07-16
MICROCHIP TECHNOLOGY INC.
0.00%MICROCHIP TECHNOLOGY INC.
Shares823
Event2026-06-30
Filed2026-07-16
RY
0.00%ROYAL BK CDA
Shares361
Event2026-06-30
Filed2026-07-16
UBER
-3.71%UBER TECHNOLOGIES INC
Shares1.0K
Event2026-06-30
Filed2026-07-16
GNRC
-54.35%GENERAC HLDGS INC
Shares252
Event2026-06-30
Filed2026-07-16
GEV
-7.46%GE VERNOVA INC
Shares62
Event2026-06-30
Filed2026-07-16
ANET
0.48%ARISTA NETWORKS INC
Shares422
Event2026-06-30
Filed2026-07-16
SPHD
-8.79%INVESCO EXCH TRADED FD TR II
Shares1.4K
Event2026-06-30
Filed2026-07-16
XLY
0.00%SELECT SECTOR SPDR TR
Shares618
Event2026-06-30
Filed2026-07-16
PESI
0.00%PERMA-FIX ENVIRONMENTAL SVCS
Shares5.0K
Event2026-06-30
Filed2026-07-16
DKS
0.00%DICKS SPORTING GOODS INC
Shares309
Event2026-06-30
Filed2026-07-16
SNDK
244.44%SANDISK CORP
Shares31
Event2026-06-30
Filed2026-07-16
TSN
-7.43%TYSON FOODS INC
Shares1.2K
Event2026-06-30
Filed2026-07-16
ACCENTURE PLC IRELAND
-26.20%ACCENTURE PLC IRELAND
Shares552
Event2026-06-30
Filed2026-07-16
XYZ
0.00%BLOCK INC
Shares904
Event2026-06-30
Filed2026-07-16
UGI
1.63%UGI CORP NEW
Shares2.0K
Event2026-06-30
Filed2026-07-16
THC
0.00%TENET HEALTHCARE CORP
Shares361
Event2026-06-30
Filed2026-07-16
VRSN
-3.55%VERISIGN INC
Shares272
Event2026-06-30
Filed2026-07-16
WAT
0.00%WATERS CORP
Shares182
Event2026-06-30
Filed2026-07-16
SOXQ
0.00%INVESCO EXCH TRADED FD TR II
Shares602
Event2026-06-30
Filed2026-07-16
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares433
Event2026-06-30
Filed2026-07-16
HUM
0.00%HUMANA INC
Shares165
Event2026-06-30
Filed2026-07-16
C
-15.25%CITIGROUP INC
Shares467
Event2026-06-30
Filed2026-07-16
CDXS
0.00%CODEXIS INC
Shares28.9K
Event2026-06-30
Filed2026-07-16
ISHARES TR
9.76%ISHARES TR
Shares1.6K
Event2026-06-30
Filed2026-07-16
PANW
-20.00%PALO ALTO NETWORKS INC
Shares188
Event2026-06-30
Filed2026-07-16
PPG
218.18%PPG INDS INC
Shares525
Event2026-06-30
Filed2026-07-16
PHM
0.00%PULTE GROUP INC
Shares468
Event2026-06-30
Filed2026-07-16
O
-4.50%REALTY INCOME CORP
Shares1.0K
Event2026-06-30
Filed2026-07-16
NNN
27.09%NNN REIT INC
Shares1.4K
Event2026-06-30
Filed2026-07-16
VEEV
-3.51%VEEVA SYS INC
Shares357
Event2026-06-30
Filed2026-07-16
TEX
0.00%TEREX CORP NEW
Shares851
Event2026-06-30
Filed2026-07-16
MKS INC.
0.00%MKS INC.
Shares137
Event2026-06-30
Filed2026-07-16
VCRM
0.00%VANGUARD MUN BD FDS
Shares800
Event2026-06-30
Filed2026-07-16
ADM
-0.25%ARCHER DANIELS MIDLAND CO
Shares784
Event2026-06-30
Filed2026-07-16
KEY
0.35%KEYCORP
Shares2.6K
Event2026-06-30
Filed2026-07-16
PCAR
0.00%PACCAR INC
Shares503
Event2026-06-30
Filed2026-07-16
VIOO
0.00%VANGUARD ADMIRAL FDS INC
Shares437
Event2026-06-30
Filed2026-07-16
VANGUARD SCOTTSDALE FDS
0.00%VANGUARD SCOTTSDALE FDS
Shares484
Event2026-06-30
Filed2026-07-16
KMB
6.48%KIMBERLY-CLARK CORP
Shares526
Event2026-06-30
Filed2026-07-16
SCHK
0.00%SCHWAB STRATEGIC TR
Shares1.6K
Event2026-06-30
Filed2026-07-16
PCVX
0.00%VAXCYTE INC
Shares1.0K
Event2026-06-30
Filed2026-07-16
ADC
21.95%AGREE RLTY CORP
Shares750
Event2026-06-30
Filed2026-07-16
CHUBB LIMITED
-17.00%CHUBB LIMITED
Shares166
Event2026-06-30
Filed2026-07-16
NGVC
5.70%NATURAL GROCERS BY VITAMIN
Shares1.9K
Event2026-06-30
Filed2026-07-16
SNDA
0.00%SONIDA SENIOR LIVING INC
Shares1.4K
Event2026-06-30
Filed2026-07-16
CROWDSTRIKE HLDGS INC
-11.90%CROWDSTRIKE HLDGS INC
Shares74
Event2026-06-30
Filed2026-07-16
FDN
0.00%FIRST TR EXCHANGE-TRADED FD
Shares211
Event2026-06-30
Filed2026-07-16
EEMV
0.00%ISHARES INC
Shares747
Event2026-06-30
Filed2026-07-16
CCK
0.00%CROWN HLDGS INC
Shares493
Event2026-06-30
Filed2026-07-16
BR
-0.51%BROADRIDGE FINL SOLUTIONS IN
Shares392
Event2026-06-30
Filed2026-07-16
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available