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The Analysis of Center for Financial Planning, Inc.'s Holdings & P&L

Currently, Center for Financial Planning, Inc. holds 666 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VO (+510.5K shares, valued at $41.1M), VUG (+44.1K shares, valued at $3.8M), VGT (+28.7K shares, valued at $3.4M); decreased their positions in DAL (-5.2K shares, valued at $484.7K), N/A (-519 shares, valued at $375.4K), AMD (-550 shares, valued at $319.5K); initiated new positions in NXST (+605 shares, valued at $108.0K), N/A (+530 shares, valued at $90.6K), ARQQ (+2.8K shares, valued at $83.8K).

1M P&L

+4.7M+0.52%

3M P&L

+44.2M+5.11%

HY P&L

-96.5M-9.60%

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/A753.8M

85.3%

2Software - Infrastructure10.4M

1.2%

3Consumer Electronics9.3M

1.0%

Top Industries by Stock Count

1N/A184 stocks

30.9%

2Utilities - Regulated Electric15 stocks

2.5%

3Banks - Regional15 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS549.2K shares0.92%2026-06-302026-07-21

ISHARES TR ISHARES TR1.1M shares2.86%2026-06-302026-07-21

SPDW SPDR INDEX SHS FDS1.7M shares3.46%2026-06-302026-07-21

VB VANGUARD INDEX FDS257.1K shares0.68%2026-06-302026-07-21

VO VANGUARD INDEX FDS678.3K shares304.24%2026-06-302026-07-21

ISHARES TR ISHARES TR433.7K shares-0.45%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F592.2K shares2.45%2026-06-302026-07-21

QUAL ISHARES TR89.8K shares-0.83%2026-06-302026-07-21

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL19 shares0.00%2026-06-302026-07-21

VBR VANGUARD INDEX FDS56.0K shares0.45%2026-06-302026-07-21

VXUS VANGUARD STAR FDS131.2K shares-0.05%2026-06-302026-07-21

MSFT MICROSOFT CORP26.4K shares-0.37%2026-06-302026-07-21

AAPL APPLE INC32.0K shares0.54%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL15.3K shares0.93%2026-06-302026-07-21

GOOG ALPHABET INC19.6K shares0.13%2026-06-302026-07-21

AMZN AMAZON COM INC25.2K shares1.67%2026-06-302026-07-21

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO17.3K shares-0.47%2026-06-302026-07-21

VUG VANGUARD INDEX FDS53.0K shares495.67%2026-06-302026-07-21

ABBVIE INC ABBVIE INC17.4K shares0.00%2026-06-302026-07-21

VSS VANGUARD INTL EQUITY INDEX F28.2K shares-1.23%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON15.8K shares-0.75%2026-06-302026-07-21

VGT VANGUARD WORLD FD32.8K shares707.66%2026-06-302026-07-21

BROADCOM INC BROADCOM INC10.0K shares2.34%2026-06-302026-07-21

IJH ISHARES TR48.7K shares-1.73%2026-06-302026-07-21

Sponsored

VBK VANGUARD INDEX FDS10.1K shares-3.97%2026-06-302026-07-21

LMBS FIRST TR EXCHANGE-TRADED FD64.5K shares-2.99%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.3K shares-2.09%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC34.5K shares-1.89%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS7.9K shares0.00%2026-06-302026-07-21

RJF RAYMOND JAMES FINL INC19.1K shares0.00%2026-06-302026-07-21

BUFR FIRST TR EXCHNG TRADED FD VI74.7K shares0.76%2026-06-302026-07-21

PG PROCTER & GAMBLE CO17.5K shares-5.22%2026-06-302026-07-21

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VTV VANGUARD INDEX FDS11.4K shares0.46%2026-06-302026-07-21

MCK MCKESSON CORP3.3K shares0.00%2026-06-302026-07-21

FSIG FIRST TR EXCHANGE-TRADED FD124.9K shares-5.20%2026-06-302026-07-21

EAGG ISHARES TR49.4K shares13.70%2026-06-302026-07-21

MSI MOTOROLA SOLUTIONS INC5.3K shares2.28%2026-06-302026-07-21

AXP AMERICAN EXPRESS CO6.4K shares0.00%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP14.9K shares-4.46%2026-06-302026-07-21

CVX CHEVRON CORPORATION12.3K shares-0.41%2026-06-302026-07-21

Sponsored

NVDA NVIDIA CORPORATION10.0K shares-7.12%2026-06-302026-07-21

TMO THERMO FISHER SCIENTIFIC INC4.0K shares0.00%2026-06-302026-07-21

VV VANGUARD INDEX FDS5.8K shares0.05%2026-06-302026-07-21

CL COLGATE PALMOLIVE CO21.5K shares0.00%2026-06-302026-07-21

IJR ISHARES TR13.2K shares-0.11%2026-06-302026-07-21

KO COCA COLA CO23.1K shares-1.37%2026-06-302026-07-21

ABT ABBOTT LABORATORIES20.3K shares15.06%2026-06-302026-07-21

PEP PEPSICO INC13.3K shares-0.23%2026-06-302026-07-21

Sponsored

GOOGL ALPHABET INC5.0K shares0.00%2026-06-302026-07-21

HD HOME DEPOT INC4.9K shares-0.65%2026-06-302026-07-21

ETN EATON CORP PLC4.0K shares-6.67%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC3.0K shares-15.66%2026-06-302026-07-21

SYK STRYKER CORPORATION5.1K shares0.00%2026-06-302026-07-21

CRM SALESFORCE INC10.1K shares6.14%2026-06-302026-07-21

ISHARES TR ISHARES TR2.1K shares0.00%2026-06-302026-07-21

MRK MERCK & CO INC11.4K shares-0.38%2026-06-302026-07-21

Sponsored

MCD MCDONALDS CORP5.3K shares0.00%2026-06-302026-07-21

WMT WALMART INC11.8K shares-6.85%2026-06-302026-07-21

QQQ INVESCO QQQ TR1.8K shares0.06%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS5.5K shares10.38%2026-06-302026-07-21

UNP UNION PAC CORP4.8K shares0.17%2026-06-302026-07-21

VTEB VANGUARD MUN BD FDS24.8K shares0.00%2026-06-302026-07-21

3M CO 3M CO7.4K shares0.00%2026-06-302026-07-21

MPC MARATHON PETE CORP4.7K shares-5.83%2026-06-302026-07-21

Sponsored

LLY ELI LILLY & CO995 shares8.74%2026-06-302026-07-21

TSLA TESLA INC2.8K shares-6.10%2026-06-302026-07-21

DFUS DIMENSIONAL ETF TRUST13.9K shares14.10%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC9.6K shares-2.86%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS14.9K shares-1.91%2026-06-302026-07-21

PRF INVESCO EXCHANGE TRADED FD T19.5K shares-0.52%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC5.8K shares-2.27%2026-06-302026-07-21

ITW ILLINOIS TOOL WKS INC3.8K shares0.00%2026-06-302026-07-21

Sponsored

GEV GE VERNOVA INC879 shares-5.08%2026-06-302026-07-21

ISTB ISHARES TR20.8K shares0.00%2026-06-302026-07-21

DTE DTE ENERGY CO6.5K shares-12.88%2026-06-302026-07-21

IWR ISHARES TR8.9K shares-0.53%2026-06-302026-07-21

IWN ISHARES TR4.4K shares8.75%2026-06-302026-07-21

IWM ISHARES TR3.2K shares-0.34%2026-06-302026-07-21

ARTY ISHARES TR11.9K shares71.95%2026-06-302026-07-21

EMR EMERSON ELEC CO6.2K shares0.00%2026-06-302026-07-21

Sponsored

IBM INTERNATIONAL BUSINESS MACHS3.1K shares-0.73%2026-06-302026-07-21

VHT VANGUARD WORLD FD2.9K shares55.68%2026-06-302026-07-21

AMT AMERICAN TOWER CORP5.2K shares3.40%2026-06-302026-07-21

IJS ISHARES TR6.1K shares0.00%2026-06-302026-07-21

ADI ANALOG DEVICES INC2.1K shares-16.04%2026-06-302026-07-21

VDE VANGUARD WORLD FD5.5K shares0.00%2026-06-302026-07-21

BUFD FIRST TR EXCHNG TRADED FD VI27.1K shares24.17%2026-06-302026-07-21

TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2026-06-302026-07-21

Sponsored

F FORD MTR CO53.9K shares-1.75%2026-06-302026-07-21

OMC OMNICOM GROUP INC10.2K shares4.25%2026-06-302026-07-21

DFUV DIMENSIONAL ETF TRUST13.2K shares0.00%2026-06-302026-07-21

CHUBB LIMITED CHUBB LIMITED2.1K shares-5.94%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC1.3K shares-2.71%2026-06-302026-07-21

VISA INC VISA INC2.0K shares1.50%2026-06-302026-07-21

PGR PROGRESSIVE CORP3.2K shares0.00%2026-06-302026-07-21

SCHV SCHWAB STRATEGIC TR19.9K shares0.00%2026-06-302026-07-21

Sponsored

DOV DOVER CORP3.1K shares0.00%2026-06-302026-07-21

DAN DANA INC24.0K shares0.00%2026-06-302026-07-21

DAL DELTA AIR LINES INC6.8K shares-43.23%2026-06-302026-07-21

QSPT FIRST TR EXCHNG TRADED FD VI18.0K shares-5.20%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION3.3K shares8.94%2026-06-302026-07-21

IYW ISHARES TR2.4K shares0.00%2026-06-302026-07-21

APD AIR PRODUCTS AND CHEMICALS I2.0K shares-0.25%2026-06-302026-07-21

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION3.9K shares0.00%2026-06-302026-07-21

Sponsored

DRI DARDEN RESTAURANTS INC2.6K shares-0.27%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC748 shares-40.96%2026-06-302026-07-21

DHR DANAHER CORP DEL2.8K shares-9.45%2026-06-302026-07-21

CMI CUMMINS INC727 shares-18.68%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC12.2K shares2.33%2026-06-302026-07-21

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.8K shares0.00%2026-06-302026-07-21

EVSD MORGAN STANLEY ETF TRUST9.8K shares0.00%2026-06-302026-07-21

AMGN AMGEN INC1.3K shares0.00%2026-06-302026-07-21

Sponsored

ADOBE INC ADOBE INC2.4K shares18.20%2026-06-302026-07-21

ANET ARISTA NETWORKS INC2.8K shares-14.92%2026-06-302026-07-21

CME CME GROUP INC2.1K shares-7.19%2026-06-302026-07-21

EFV ISHARES TR5.9K shares0.00%2026-06-302026-07-21

TJX TJX COS INC NEW2.9K shares-1.67%2026-06-302026-07-21

GE GE AEROSPACE1.2K shares1.88%2026-06-302026-07-21

ASML ASML HLDG NV222 shares-5.13%2026-06-302026-07-21

CACC CREDIT ACCEP CORP MICH670 shares294.12%2026-06-302026-07-21

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S&P GLOBAL INC S&P GLOBAL INC998 shares0.50%2026-06-302026-07-21

MO ALTRIA GROUP INC5.5K shares0.00%2026-06-302026-07-21

ALL ALLSTATE CORP1.7K shares0.00%2026-06-302026-07-21

YUM YUM BRANDS INC2.5K shares0.00%2026-06-302026-07-21

HBAN HUNTINGTON BANCSHARES INC21.7K shares0.00%2026-06-302026-07-21

O REALTY INCOME CORP6.2K shares-14.08%2026-06-302026-07-21

MUB ISHARES TR3.5K shares0.00%2026-06-302026-07-21

CAT CATERPILLAR INC351 shares0.00%2026-06-302026-07-21

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ETR ENTERGY CORP NEW3.2K shares0.00%2026-06-302026-07-21

EFA ISHARES TR3.4K shares-32.75%2026-06-302026-07-21

DIS DISNEY WALT CO3.7K shares-5.18%2026-06-302026-07-21

DTM DT MIDSTREAM INC2.4K shares-0.79%2026-06-302026-07-21

ROK ROCKWELL AUTOMATION INC707 shares0.00%2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.4.8K shares-12.61%2026-06-302026-07-21

EW EDWARDS LIFESCIENCES CORP3.8K shares40.50%2026-06-302026-07-21

MDLZ MONDELEZ INTL INC5.9K shares0.00%2026-06-302026-07-21

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QMAR FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-06-302026-07-21

PFE PFIZER INC13.5K shares-0.92%2026-06-302026-07-21

VYM VANGUARD WHITEHALL FDS2.0K shares0.00%2026-06-302026-07-21

MFC MANULIFE FINL CORP7.5K shares0.04%2026-06-302026-07-21

GIS GENERAL MILLS INC8.5K shares-22.59%2026-06-302026-07-21

SLYV SPDR SERIES TRUST2.7K shares0.00%2026-06-302026-07-21

HSIC SCHEIN HENRY INC3.4K shares0.00%2026-06-302026-07-21

TIP ISHARES TR2.6K shares0.00%2026-06-302026-07-21

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AJG GALLAGHER ARTHUR J & CO1.2K shares0.00%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP551 shares1.85%2026-06-302026-07-21

ITOT ISHARES TR1.7K shares0.00%2026-06-302026-07-21

FANG DIAMONDBACK ENERGY INC1.6K shares0.00%2026-06-302026-07-21

APH AMPHENOL CORP1.5K shares0.00%2026-06-302026-07-21

GLD SPDR GOLD TR722 shares0.00%2026-06-302026-07-21

IWO ISHARES TR675 shares0.00%2026-06-302026-07-21

IWF ISHARES TR2.1K shares270.24%2026-06-302026-07-21

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COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION282 shares0.36%2026-06-302026-07-21

UBER UBER TECHNOLOGIES INC3.6K shares-0.61%2026-06-302026-07-21

DEXCOM INC DEXCOM INC3.8K shares40.11%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC607 shares-20.03%2026-06-302026-07-21

SCI SERVICE CORP INTL3.2K shares2063.76%2026-06-302026-07-21

AOR ISHARES TR3.5K shares0.49%2026-06-302026-07-21

SDY SPDR SERIES TRUST1.6K shares0.00%2026-06-302026-07-21

T AT&T INC11.8K shares-0.19%2026-06-302026-07-21

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CMG CHIPOTLE MEXICAN GRILL INC7.1K shares0.00%2026-06-302026-07-21

BAC BANK OF AMER CORP4.2K shares-9.06%2026-06-302026-07-21

IYR ISHARES TR2.3K shares0.00%2026-06-302026-07-21

UPS UNITED PARCEL SVCS INC2.2K shares0.00%2026-06-302026-07-21

EEM ISHARES TR3.3K shares0.06%2026-06-302026-07-21

LCNB LCNB CORP12.7K shares0.00%2026-06-302026-07-21

LULU LULULEMON ATHLETICA INC1.9K shares27.74%2026-06-302026-07-21

PSA PUBLIC STORAGE686 shares-6.79%2026-06-302026-07-21

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SWK STANLEY BLACK & DECKER INC2.3K shares0.00%2026-06-302026-07-21

AON AON PLC653 shares0.00%2026-06-302026-07-21

WFC WELLS FARGO & CO2.6K shares-0.62%2026-06-302026-07-21

ORACLE CORP ORACLE CORP1.4K shares-22.69%2026-06-302026-07-21

IQV IQVIA HLDGS INC986 shares-28.24%2026-06-302026-07-21

FRDM EA SERIES TRUST2.6K shares0.00%2026-06-302026-07-21

RDDT REDDIT INC1.1K shares4.82%2026-06-302026-07-21

HWM HOWMET AEROSPACE INC700 shares0.00%2026-06-302026-07-21

Sponsored

DIA STATE STR SPDR DOW JONES IND356 shares0.00%2026-06-302026-07-21

NUE NUCOR CORP822 shares0.00%2026-06-302026-07-21

ISRG INTUITIVE SURGICAL INC458 shares0.00%2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW1.4K shares0.00%2026-06-302026-07-21

JBL JABIL INC470 shares-10.82%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS1.9K shares-6.74%2026-06-302026-07-21

BA BOEING CO829 shares0.00%2026-06-302026-07-21

CEG CONSTELLATION ENERGY CORP722 shares26.67%2026-06-302026-07-21

Sponsored

INTC INTEL CORP1.2K shares0.00%2026-06-302026-07-21

ZOETIS INC ZOETIS INC2.4K shares-18.97%2026-06-302026-07-21

HAL HALLIBURTON CO5.0K shares0.00%2026-06-302026-07-21

NEM NEWMONT CORP1.8K shares0.00%2026-06-302026-07-21

USB US BANCORP2.8K shares-41.72%2026-06-302026-07-21

BBY BEST BUY INC2.2K shares-50.01%2026-06-302026-07-21

IVW ISHARES TR1.2K shares-9.94%2026-06-302026-07-21

IWY ISHARES TR559 shares0.00%2026-06-302026-07-21

Sponsored

DELL DELL TECHNOLOGIES INC373 shares0.00%2026-06-302026-07-21

VEU VANGUARD INTL EQUITY INDEX F1.9K shares0.00%2026-06-302026-07-21

COHR COHERENT CORP400 shares-20.00%2026-06-302026-07-21

FIS FIDELITY NATL INFORMATION SV4.0K shares-15.68%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED300 shares0.00%2026-06-302026-07-21

VFQY VANGUARD WELLINGTON FD900 shares0.00%2026-06-302026-07-21

VPU VANGUARD WORLD FD783 shares0.00%2026-06-302026-07-21

CDNS CADENCE DESIGN SYSTEM INC397 shares0.00%2026-06-302026-07-21

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NVO NOVO-NORDISK A S3.1K shares0.00%2026-06-302026-07-21

VOE VANGUARD INDEX FDS736 shares0.00%2026-06-302026-07-21

FEOE RBB FUND TRUST2.6K shares0.00%2026-06-302026-07-21

VT VANGUARD INTL EQUITY INDEX F891 shares0.00%2026-06-302026-07-21

SOUTHERN CO SOUTHERN CO1.5K shares0.00%2026-06-302026-07-21

CVS CVS HEALTH CORP1.3K shares0.00%2026-06-302026-07-21

STT STATE STR CORP800 shares0.00%2026-06-302026-07-21

ELV ELEVANCE HEALTH INC FORMERLY349 shares0.00%2026-06-302026-07-21

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PRFZ INVESCO EXCHANGE TRADED FD T2.4K shares-44.24%2026-06-302026-07-21

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC176 shares-35.77%2026-06-302026-07-21

OGE OGE ENERGY CORP2.7K shares0.00%2026-06-302026-07-21

IEF ISHARES TR1.4K shares-6.71%2026-06-302026-07-21

ICOP ISHARES TR2.6K shares0.00%2026-06-302026-07-21

AFL AFLAC INC1.1K shares0.00%2026-06-302026-07-21

CGDV CAPITAL GROUP DIVIDEND VALUE2.6K shares0.00%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC265 shares-31.17%2026-06-302026-07-21

Sponsored

DFAS DIMENSIONAL ETF TRUST1.5K shares0.00%2026-06-302026-07-21

PH PARKER-HANNIFIN CORP127 shares0.00%2026-06-302026-07-21

LSTR LANDSTAR SYS INC600 shares0.00%2026-06-302026-07-21

NSC NORFOLK SOUTHN CORP394 shares0.00%2026-06-302026-07-21

CLS CELESTICA INC338 shares-40.39%2026-06-302026-07-21

MCO MOODYS CORP266 shares-1.48%2026-06-302026-07-21

ATGE COVISTA INC935 shares0.00%2026-06-302026-07-21

SNPS SYNOPSYS INC258 shares0.00%2026-06-302026-07-21

Sponsored

UNM UNUM GROUP1.3K shares9.25%2026-06-302026-07-21

DJT TRUMP MEDIA & TECHNOLOGY GRO14.8K shares0.00%2026-06-302026-07-21

CLIP GLOBAL X FDS1.1K shares0.00%2026-06-302026-07-21

CARR CARRIER GLOBAL CORPORATION1.5K shares18.96%2026-06-302026-07-21

IEMG ISHARES INC1.3K shares-1.88%2026-06-302026-07-21

NXST NEXSTAR MEDIA GROUP INC605 sharesnew addition2026-06-302026-07-21

IDEXX LABS INC IDEXX LABS INC205 shares0.00%2026-06-302026-07-21

ES EVERSOURCE ENERGY1.5K shares0.00%2026-06-302026-07-21

Sponsored

PPG PPG INDS INC868 shares0.00%2026-06-302026-07-21

CACI CACI INTL INC225 shares0.00%2026-06-302026-07-21

MEDTRONIC PLC MEDTRONIC PLC1.3K shares-17.13%2026-06-302026-07-21

CORTEVA INC CORTEVA INC1.2K shares0.00%2026-06-302026-07-21

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ASTRAZENECA PLC ASTRAZENECA PLC528 shares0.00%2026-06-302026-07-21

CMCSA COMCAST CORP NEW4.0K shares-60.25%2026-06-302026-07-21

IJJ ISHARES TR660 shares0.00%2026-06-302026-07-21

BMY BRISTOL-MYERS SQUIBB CO1.7K shares0.00%2026-06-302026-07-21

ESGU ISHARES TR588 shares0.00%2026-06-302026-07-21

QBTS D-WAVE QUANTUM INC4.0K shares9.14%2026-06-302026-07-21

JMEE J P MORGAN EXCHANGE TRADED F1.2K shares0.00%2026-06-302026-07-21

WTAI WISDOMTREE TR2.0K shares0.00%2026-06-302026-07-21

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SCHW SCHWAB CHARLES CORP1.0K shares0.00%2026-06-302026-07-21

EPD ENTERPRISE PRODS PARTNERS L2.5K shares0.00%2026-06-302026-07-21

HYD VANECK ETF TRUST1.8K shares0.00%2026-06-302026-07-21

DTD WISDOMTREE TR982 shares0.00%2026-06-302026-07-21

DFAT DIMENSIONAL ETF TRUST1.3K shares0.00%2026-06-302026-07-21

PPL CORP PPL CORP2.5K shares0.00%2026-06-302026-07-21

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP530 sharesnew addition2026-06-302026-07-21

RGTI RIGETTI COMPUTING INC4.6K shares9.02%2026-06-302026-07-21

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APLD APPLIED DIGITAL CORP2.4K shares54.52%2026-06-302026-07-21

YUMC YUM CHINA HLDGS INC2.1K shares0.00%2026-06-302026-07-21

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PRCT PROCEPT BIOROBOTICS CORP3.7K shares82.94%2026-06-302026-07-21

ARQQ ARQIT QUANTUM INC2.8K sharesnew addition2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR2.6K shares0.00%2026-06-302026-07-21

QCOM QUALCOMM INC443 shares-21.03%2026-06-302026-07-21

ETFS GOLD TR ETFS GOLD TR2.1K shares0.00%2026-06-302026-07-21

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CPA COPA HOLDINGS SA516 sharesnew addition2026-06-302026-07-21

ONDS ONDAS INC9.6K sharesnew addition2026-06-302026-07-21

CRWV COREWEAVE INC790 shares59.27%2026-06-302026-07-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL80 shares0.00%2026-06-302026-07-21

BE BLOOM ENERGY CORP252 shares-49.80%2026-06-302026-07-21

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PLPC PREFORMED LINE PRODS CO185 shares0.00%2026-06-302026-07-21

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FE FIRSTENERGY CORP1.6K shares0.00%2026-06-302026-07-21

COIN COINBASE GLOBAL INC506 shares-1.75%2026-06-302026-07-21

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MP MP MATERIALS CORP1.3K sharesnew addition2026-06-302026-07-21

XYZ BLOCK INC917 shares-41.10%2026-06-302026-07-21

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Q QNITY ELECTRONICS INC425 shares0.00%2026-06-302026-07-21

TRMK TRUSTMARK CORP1.5K shares0.00%2026-06-302026-07-21

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC507 sharesnew addition2026-06-302026-07-21

NVR NVR INC10 shares25.00%2026-06-302026-07-21

FVD FIRST TR EXCHANGE-TRADED FD1.4K shares-2.19%2026-06-302026-07-21

USAR USA RARE EARTH INC3.1K shares23.37%2026-06-302026-07-21

LVS LAS VEGAS SANDS CORP1.4K shares0.00%2026-06-302026-07-21

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IAU ISHARES GOLD TR850 shares0.00%2026-06-302026-07-21

DASH DOORDASH INC345 sharesnew addition2026-06-302026-07-21

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AMERIPRISE FINL INC AMERIPRISE FINL INC137 shares0.00%2026-06-302026-07-21

KR KROGER CO1.1K shares0.00%2026-06-302026-07-21

NU NU HLDGS LTD4.6K shares20.28%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T285 shares0.00%2026-06-302026-07-21

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LHX L3HARRIS TECHNOLOGIES INC207 shares-6.33%2026-06-302026-07-21

COP CONOCOPHILLIPS578 shares-11.62%2026-06-302026-07-21

IONQ INC IONQ INC1.1K sharesnew addition2026-06-302026-07-21

IWV ISHARES TR139 shares-18.71%2026-06-302026-07-21

ESGD ISHARES TR549 shares0.00%2026-06-302026-07-21

GLW CORNING INC220 shares-38.89%2026-06-302026-07-21

FITB FIFTH THIRD BANCORP987 shares83.46%2026-06-302026-07-21

IOO ISHARES TR404 shares0.00%2026-06-302026-07-21

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XNDU XANADU QUANTUM TECHNOLO LTD4.5K sharesnew addition2026-06-302026-07-21

CCL CARNIVAL CORP LTD1.9K sharesnew addition2026-06-302026-07-21

OTIS OTIS WORLDWIDE CORP755 shares18.90%2026-06-302026-07-21

VCR VANGUARD WORLD FD136 shares0.00%2026-06-302026-07-21

SPHQ INVESCO EXCHANGE TRADED FD T597 shares0.00%2026-06-302026-07-21

MGC VANGUARD WORLD FD195 shares0.00%2026-06-302026-07-21

CHEF CHEFS WHSE INC550 shares0.00%2026-06-302026-07-21

CBU COMMUNITY FINANCIAL SYSTEM I780 shares0.00%2026-06-302026-07-21

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TPR TAPESTRY INC356 shares0.00%2026-06-302026-07-21

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JPRE J P MORGAN EXCHANGE TRADED F981 shares0.00%2026-06-302026-07-21

RVT ROYCE SMALL CAP TRUST INC2.8K sharesnew addition2026-06-302026-07-21

AFG AMERICAN FINANCIAL GROUP INC363 shares0.00%2026-06-302026-07-21

GNTX GENTEX CORP2.0K shares0.00%2026-06-302026-07-21

ED CONSOLIDATED EDISON INC456 shares0.00%2026-06-302026-07-21

HONEYWELL INTL INC HONEYWELL INTL INC217 sharesnew addition2026-06-302026-07-21

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CLOUDFLARE INC CLOUDFLARE INC200 shares-36.10%2026-06-302026-07-21

WDFC WD 40 CO200 shares0.00%2026-06-302026-07-21

ADM ARCHER DANIELS MIDLAND CO634 shares123.24%2026-06-302026-07-21

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ASTS AST SPACEMOBILE INC537 sharesnew addition2026-06-302026-07-21

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BND VANGUARD BD INDEX FDS631 shares0.00%2026-06-302026-07-21

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WBD WARNER BROS DISCOVERY INC1.7K shares0.00%2026-06-302026-07-21

ALTG ALTA EQUIPMENT GROUP INC7.0K shares0.00%2026-06-302026-07-21

INVH INVITATION HOMES INC1.5K shares0.00%2026-06-302026-07-21

L LOEWS CORP400 shares0.00%2026-06-302026-07-21

KMX CARMAX INC850 shares0.00%2026-06-302026-07-21

BP BP PLC1.2K shares0.00%2026-06-302026-07-21

FBK FB FINL CORP800 shares0.00%2026-06-302026-07-21

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC372 shares0.00%2026-06-302026-07-21

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DOMINION ENERGY INC DOMINION ENERGY INC641 shares0.00%2026-06-302026-07-21

FBT FIRST TR EXCHANGE-TRADED FD175 shares0.00%2026-06-302026-07-21

XLV SELECT SECTOR SPDR TR273 shares0.00%2026-06-302026-07-21

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PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC365 shares-61.17%2026-06-302026-07-21

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DVN DEVON ENERGY CORP NEW1.0K shares-42.00%2026-06-302026-07-21

MAS MASCO CORP517 shares0.00%2026-06-302026-07-21

DOW DOW HLDGS INC1.5K shares0.00%2026-06-302026-07-21

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OWL BLUE OWL CAPITAL INC4.8K shares8.98%2026-06-302026-07-21

TMUS T-MOBILE US INC249 shares0.00%2026-06-302026-07-21

BHP BHP BILLITON LIMITED500 shares0.00%2026-06-302026-07-21

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PYPL PAYPAL HLDGS INC960 shares-41.36%2026-06-302026-07-21

SCHF SCHWAB STRATEGIC TR1.4K shares0.00%2026-06-302026-07-21

ICE INTERCONTINENTAL EXCHANGE IN325 shares0.00%2026-06-302026-07-21

BB BLACKBERRY LTD3.2K shares3.27%2026-06-302026-07-21

IYF ISHARES TR310 shares0.00%2026-06-302026-07-21

WEC WEC ENERGY GROUP INC333 shares0.00%2026-06-302026-07-21

XLF SELECT SECTOR SPDR TR725 shares0.00%2026-06-302026-07-21

PEG PUBLIC SVC ENTERPRISE GROUP469 shares-56.04%2026-06-302026-07-21

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ENB ENBRIDGE INC695 shares0.00%2026-06-302026-07-21

KF KOREA FD INC500 shares0.00%2026-06-302026-07-21

SMH VANECK ETF TRUST56 shares0.00%2026-06-302026-07-21

ETX EATON VANCE MUN INCOME TERM1.9K shares0.00%2026-06-302026-07-21

FJUL FIRST TR EXCHNG TRADED FD VI600 shares0.00%2026-06-302026-07-21

HIG HARTFORD INSURANCE GROUP INC266 shares0.00%2026-06-302026-07-21

EOT EATON VANCE NATL MUN OPPORT2.0K shares0.00%2026-06-302026-07-21

BSV VANGUARD BD INDEX FDS450 shares0.00%2026-06-302026-07-21

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AECOM AECOM500 shares0.00%2026-06-302026-07-21

CSX CSX CORP720 shares0.00%2026-06-302026-07-21

URI UNITED RENTALS INC30 shares0.00%2026-06-302026-07-21

INFQ INFLEQTION INC2.5K sharesnew addition2026-06-302026-07-21

PID INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2026-06-302026-07-21

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GDV GABELLI DIVID & INCOME TR1.0K shares0.00%2026-06-302026-07-21

ETHW BITWISE ETHEREUM ETF2.6K shares0.00%2026-06-302026-07-21

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EXPE EXPEDIA GROUP INC39 shares0.00%2026-06-302026-07-21

DOCS DOXIMITY INC480 shares0.00%2026-06-302026-07-21

ILMN ILLUMINA INC55 shares-90.65%2026-06-302026-07-21

VOO

VANGUARD INDEX FDS

0.92%

Shares549.2K

Event2026-06-30

Filed2026-07-21

ISHARES TR

2.86%

Shares1.1M

Event2026-06-30

Filed2026-07-21

SPDW

SPDR INDEX SHS FDS

3.46%

Shares1.7M

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.68%

Shares257.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

304.24%

Shares678.3K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-0.45%

Shares433.7K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

2.45%

Shares592.2K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

-0.83%

Shares89.8K

Event2026-06-30

Filed2026-07-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares19

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD INDEX FDS

0.45%

Shares56.0K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

-0.05%

Shares131.2K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-0.37%

Shares26.4K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

0.54%

Shares32.0K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.93%

Shares15.3K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

0.13%

Shares19.6K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

1.67%

Shares25.2K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-0.47%

Shares17.3K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

495.67%

Shares53.0K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-21

VSS

VANGUARD INTL EQUITY INDEX F

-1.23%

Shares28.2K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-0.75%

Shares15.8K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

707.66%

Shares32.8K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

2.34%

Shares10.0K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

-1.73%

Shares48.7K

Event2026-06-30

Filed2026-07-21

VBK

VANGUARD INDEX FDS

-3.97%

Shares10.1K

Event2026-06-30

Filed2026-07-21

LMBS

FIRST TR EXCHANGE-TRADED FD

-2.99%

Shares64.5K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-2.09%

Shares4.3K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

-1.89%

Shares34.5K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-21

RJF

RAYMOND JAMES FINL INC

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-21

BUFR

FIRST TR EXCHNG TRADED FD VI

0.76%

Shares74.7K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

-5.22%

Shares17.5K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

0.46%

Shares11.4K

Event2026-06-30

Filed2026-07-21

MCK

MCKESSON CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-21

FSIG

FIRST TR EXCHANGE-TRADED FD

-5.20%

Shares124.9K

Event2026-06-30

Filed2026-07-21

EAGG

ISHARES TR

13.70%

Shares49.4K

Event2026-06-30

Filed2026-07-21

MSI

MOTOROLA SOLUTIONS INC

2.28%

Shares5.3K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

-4.46%

Shares14.9K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

-0.41%

Shares12.3K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-7.12%

Shares10.0K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.05%

Shares5.8K

Event2026-06-30

Filed2026-07-21

COLGATE PALMOLIVE CO

0.00%

Shares21.5K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

-0.11%

Shares13.2K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

-1.37%

Shares23.1K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES

15.06%

Shares20.3K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

-0.23%

Shares13.3K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

-0.65%

Shares4.9K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

-6.67%

Shares4.0K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

-15.66%

Shares3.0K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

6.14%

Shares10.1K

Event2026-06-30

Filed2026-07-21

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

-0.38%

Shares11.4K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

-6.85%

Shares11.8K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

0.06%

Shares1.8K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

10.38%

Shares5.5K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

0.17%

Shares4.8K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-21

3M CO

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

-5.83%

Shares4.7K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

8.74%

Shares995

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

-6.10%

Shares2.8K

Event2026-06-30

Filed2026-07-21

DFUS

DIMENSIONAL ETF TRUST

14.10%

Shares13.9K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

-2.86%

Shares9.6K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

-1.91%

Shares14.9K

Event2026-06-30

Filed2026-07-21

PRF

INVESCO EXCHANGE TRADED FD T

-0.52%

Shares19.5K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

-2.27%

Shares5.8K

Event2026-06-30

Filed2026-07-21

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

-5.08%

Shares879

Event2026-06-30

Filed2026-07-21

ISTB

ISHARES TR

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-21

DTE

DTE ENERGY CO

-12.88%

Shares6.5K

Event2026-06-30

Filed2026-07-21

IWR

ISHARES TR

-0.53%

Shares8.9K

Event2026-06-30

Filed2026-07-21

IWN

ISHARES TR

8.75%

Shares4.4K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

-0.34%

Shares3.2K

Event2026-06-30

Filed2026-07-21

ARTY

ISHARES TR

71.95%

Shares11.9K

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

-0.73%

Shares3.1K

Event2026-06-30

Filed2026-07-21

VHT

VANGUARD WORLD FD

55.68%

Shares2.9K

Event2026-06-30

Filed2026-07-21

AMT

AMERICAN TOWER CORP

3.40%

Shares5.2K

Event2026-06-30

Filed2026-07-21

IJS

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-21

ADI

ANALOG DEVICES INC

-16.04%

Shares2.1K

Event2026-06-30

Filed2026-07-21

VDE

VANGUARD WORLD FD

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-21

BUFD

FIRST TR EXCHNG TRADED FD VI

24.17%

Shares27.1K

Event2026-06-30

Filed2026-07-21

TRANE TECHNOLOGIES PLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

FORD MTR CO

-1.75%

Shares53.9K

Event2026-06-30

Filed2026-07-21

OMC

OMNICOM GROUP INC

4.25%

Shares10.2K

Event2026-06-30

Filed2026-07-21

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-21

CHUBB LIMITED

-5.94%

Shares2.1K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-2.71%

Shares1.3K

Event2026-06-30

Filed2026-07-21

VISA INC

1.50%

Shares2.0K

Event2026-06-30

Filed2026-07-21

PGR

PROGRESSIVE CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares19.9K

Event2026-06-30

Filed2026-07-21

DOV

DOVER CORP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

DAN

DANA INC

0.00%

Shares24.0K

Event2026-06-30

Filed2026-07-21

DAL

DELTA AIR LINES INC

-43.23%

Shares6.8K

Event2026-06-30

Filed2026-07-21

QSPT

FIRST TR EXCHNG TRADED FD VI

-5.20%

Shares18.0K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

8.94%

Shares3.3K

Event2026-06-30

Filed2026-07-21

IYW

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-21

APD

AIR PRODUCTS AND CHEMICALS I

-0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-21

JOHNSON CONTROLS INTERNATION

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-21

DRI

DARDEN RESTAURANTS INC

-0.27%

Shares2.6K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

-40.96%

Shares748

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL

-9.45%

Shares2.8K

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC

-18.68%

Shares727

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

2.33%

Shares12.2K

Event2026-06-30

Filed2026-07-21

NXP SEMICONDUCTORS N V

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

EVSD

MORGAN STANLEY ETF TRUST

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ADOBE INC

18.20%

Shares2.4K

Event2026-06-30

Filed2026-07-21

ANET

ARISTA NETWORKS INC

-14.92%

Shares2.8K

Event2026-06-30

Filed2026-07-21

CME

CME GROUP INC

-7.19%

Shares2.1K

Event2026-06-30

Filed2026-07-21

EFV

ISHARES TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

-1.67%

Shares2.9K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

1.88%

Shares1.2K

Event2026-06-30

Filed2026-07-21

ASML

ASML HLDG NV

-5.13%

Shares222

Event2026-06-30

Filed2026-07-21

CACC

CREDIT ACCEP CORP MICH

294.12%

Shares670

Event2026-06-30

Filed2026-07-21

S&P GLOBAL INC

0.50%

Shares998

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-21

ALL

ALLSTATE CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

YUM

YUM BRANDS INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares21.7K

Event2026-06-30

Filed2026-07-21

REALTY INCOME CORP

-14.08%

Shares6.2K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

0.00%

Shares351

Event2026-06-30

Filed2026-07-21

ETR

ENTERGY CORP NEW

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES TR

-32.75%

Shares3.4K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

-5.18%

Shares3.7K

Event2026-06-30

Filed2026-07-21

DTM

DT MIDSTREAM INC

-0.79%

Shares2.4K

Event2026-06-30

Filed2026-07-21

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares707

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

-12.61%

Shares4.8K

Event2026-06-30

Filed2026-07-21

EDWARDS LIFESCIENCES CORP

40.50%

Shares3.8K

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTL INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-21

QMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

-0.92%

Shares13.5K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

MFC

MANULIFE FINL CORP

0.04%

Shares7.5K

Event2026-06-30

Filed2026-07-21

GIS

GENERAL MILLS INC

-22.59%

Shares8.5K

Event2026-06-30

Filed2026-07-21

SLYV

SPDR SERIES TRUST

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

HSIC

SCHEIN HENRY INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

TIP

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

1.85%

Shares551

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

0.00%

Shares722

Event2026-06-30

Filed2026-07-21

IWO

ISHARES TR

0.00%

Shares675

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

270.24%

Shares2.1K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

0.36%

Shares282

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

-0.61%

Shares3.6K

Event2026-06-30

Filed2026-07-21

DEXCOM INC

40.11%

Shares3.8K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

-20.03%

Shares607

Event2026-06-30

Filed2026-07-21

SCI

SERVICE CORP INTL

2063.76%

Shares3.2K

Event2026-06-30

Filed2026-07-21

AOR

ISHARES TR

0.49%

Shares3.5K

Event2026-06-30

Filed2026-07-21

SDY

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

AT&T INC

-0.19%

Shares11.8K

Event2026-06-30

Filed2026-07-21

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

-9.06%

Shares4.2K

Event2026-06-30

Filed2026-07-21

IYR

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-21

UPS

UNITED PARCEL SVCS INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

EEM

ISHARES TR

0.06%

Shares3.3K

Event2026-06-30

Filed2026-07-21

LCNB

LCNB CORP

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-21

LULU

LULULEMON ATHLETICA INC

27.74%

Shares1.9K

Event2026-06-30

Filed2026-07-21

PSA

PUBLIC STORAGE

-6.79%

Shares686

Event2026-06-30

Filed2026-07-21

SWK

STANLEY BLACK & DECKER INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-21

AON

AON PLC

0.00%

Shares653

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

-0.62%

Shares2.6K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

-22.69%

Shares1.4K

Event2026-06-30

Filed2026-07-21

IQV

IQVIA HLDGS INC

-28.24%

Shares986

Event2026-06-30

Filed2026-07-21

FRDM

EA SERIES TRUST

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

RDDT

REDDIT INC

4.82%

Shares1.1K

Event2026-06-30

Filed2026-07-21

HWM

HOWMET AEROSPACE INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-21

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares356

Event2026-06-30

Filed2026-07-21

NUE

NUCOR CORP

0.00%

Shares822

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares458

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

JBL

JABIL INC

-10.82%

Shares470

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

-6.74%

Shares1.9K

Event2026-06-30

Filed2026-07-21

BOEING CO

0.00%

Shares829

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP

26.67%

Shares722

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

ZOETIS INC

-18.97%

Shares2.4K

Event2026-06-30

Filed2026-07-21

HAL

HALLIBURTON CO

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

NEM

NEWMONT CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

USB

US BANCORP

-41.72%

Shares2.8K

Event2026-06-30

Filed2026-07-21

BBY

BEST BUY INC

-50.01%

Shares2.2K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

-9.94%

Shares1.2K

Event2026-06-30

Filed2026-07-21

IWY

ISHARES TR

0.00%

Shares559

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES INC

0.00%

Shares373

Event2026-06-30

Filed2026-07-21

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

COHR

COHERENT CORP

-20.00%

Shares400

Event2026-06-30

Filed2026-07-21

FIS

FIDELITY NATL INFORMATION SV

-15.68%

Shares4.0K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

VFQY

VANGUARD WELLINGTON FD

0.00%

Shares900

Event2026-06-30

Filed2026-07-21

VPU

VANGUARD WORLD FD

0.00%

Shares783

Event2026-06-30

Filed2026-07-21

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares397

Event2026-06-30

Filed2026-07-21

NVO

NOVO-NORDISK A S

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

VOE

VANGUARD INDEX FDS

0.00%

Shares736

Event2026-06-30

Filed2026-07-21

FEOE

RBB FUND TRUST

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

VANGUARD INTL EQUITY INDEX F

0.00%

Shares891

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

STT

STATE STR CORP

0.00%

Shares800

Event2026-06-30

Filed2026-07-21

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares349

Event2026-06-30

Filed2026-07-21

PRFZ

INVESCO EXCHANGE TRADED FD T

-44.24%

Shares2.4K

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC

-35.77%

Shares176

Event2026-06-30

Filed2026-07-21

OGE

OGE ENERGY CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

IEF

ISHARES TR

-6.71%

Shares1.4K

Event2026-06-30

Filed2026-07-21

ICOP

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

AFL

AFLAC INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-31.17%

Shares265

Event2026-06-30

Filed2026-07-21

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

0.00%

Shares127

Event2026-06-30

Filed2026-07-21

LSTR

LANDSTAR SYS INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-21

NSC

NORFOLK SOUTHN CORP

0.00%

Shares394

Event2026-06-30

Filed2026-07-21

CLS

CELESTICA INC

-40.39%

Shares338

Event2026-06-30

Filed2026-07-21

MCO

MOODYS CORP

-1.48%

Shares266

Event2026-06-30

Filed2026-07-21

ATGE

COVISTA INC

0.00%

Shares935

Event2026-06-30

Filed2026-07-21

SNPS

SYNOPSYS INC

0.00%

Shares258

Event2026-06-30

Filed2026-07-21

UNM

UNUM GROUP

9.25%

Shares1.3K

Event2026-06-30

Filed2026-07-21

DJT

TRUMP MEDIA & TECHNOLOGY GRO

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-21

CLIP

GLOBAL X FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

CARR

CARRIER GLOBAL CORPORATION

18.96%

Shares1.5K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

-1.88%

Shares1.3K

Event2026-06-30

Filed2026-07-21

NXST

NEXSTAR MEDIA GROUP INC

New

Shares605

Event2026-06-30

Filed2026-07-21

IDEXX LABS INC

0.00%

Shares205

Event2026-06-30

Filed2026-07-21

EVERSOURCE ENERGY

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

PPG

PPG INDS INC

0.00%

Shares868

Event2026-06-30

Filed2026-07-21

CACI

CACI INTL INC

0.00%

Shares225

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

-17.13%

Shares1.3K

Event2026-06-30

Filed2026-07-21

CORTEVA INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

RGEN

REPLIGEN CORP

52.83%

Shares755

Event2026-06-30

Filed2026-07-21

AXL

DAUCH CORP

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-21

ESS

ESSEX PPTY TR INC

0.00%

Shares350

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

0.00%

Shares294

Event2026-06-30

Filed2026-07-21

ASTRAZENECA PLC

0.00%

Shares528

Event2026-06-30

Filed2026-07-21

CMCSA

COMCAST CORP NEW

-60.25%

Shares4.0K

Event2026-06-30

Filed2026-07-21

IJJ

ISHARES TR

0.00%

Shares660

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

ESGU

ISHARES TR

0.00%

Shares588

Event2026-06-30

Filed2026-07-21

QBTS

D-WAVE QUANTUM INC

9.14%

Shares4.0K

Event2026-06-30

Filed2026-07-21

JMEE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

WTAI

WISDOMTREE TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

HYD

VANECK ETF TRUST

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

DTD

WISDOMTREE TR

0.00%

Shares982

Event2026-06-30

Filed2026-07-21

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

PPL CORP

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

SPACE EXPLORATION TECHN CORP

New

Shares530

Event2026-06-30

Filed2026-07-21

RGTI

RIGETTI COMPUTING INC

9.02%

Shares4.6K

Event2026-06-30

Filed2026-07-21

APLD

APPLIED DIGITAL CORP

54.52%

Shares2.4K

Event2026-06-30

Filed2026-07-21

YUMC

YUM CHINA HLDGS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

HRB

BLOCK H & R INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-21

PRCT

PROCEPT BIOROBOTICS CORP

82.94%

Shares3.7K

Event2026-06-30

Filed2026-07-21

ARQQ

ARQIT QUANTUM INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

-21.03%

Shares443

Event2026-06-30

Filed2026-07-21

ETFS GOLD TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

CPA

COPA HOLDINGS SA

New

Shares516

Event2026-06-30

Filed2026-07-21

ONDS

ONDAS INC

New

Shares9.6K

Event2026-06-30

Filed2026-07-21

CRWV

COREWEAVE INC

59.27%

Shares790

Event2026-06-30

Filed2026-07-21

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares80

Event2026-06-30

Filed2026-07-21

BLOOM ENERGY CORP

-49.80%

Shares252

Event2026-06-30

Filed2026-07-21

TGT

TARGET CORP

0.00%

Shares583

Event2026-06-30

Filed2026-07-21

PLPC

PREFORMED LINE PRODS CO

0.00%

Shares185

Event2026-06-30

Filed2026-07-21

BLACKSTONE INC

0.00%

Shares640

Event2026-06-30

Filed2026-07-21

FIRSTENERGY CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

COIN

COINBASE GLOBAL INC

-1.75%

Shares506

Event2026-06-30

Filed2026-07-21

BILI

BILIBILI INC

New

Shares4.3K

Event2026-06-30

Filed2026-07-21

INTU

INTUIT

0.00%

Shares283

Event2026-06-30

Filed2026-07-21

MAR

MARRIOTT INTL INC NEW

0.00%

Shares199

Event2026-06-30

Filed2026-07-21

VENTURE GLOBAL INC

12.09%

Shares6.5K

Event2026-06-30

Filed2026-07-21

MP MATERIALS CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

XYZ

BLOCK INC

-41.10%

Shares917

Event2026-06-30

Filed2026-07-21

QNITY ELECTRONICS INC

0.00%

Shares425

Event2026-06-30

Filed2026-07-21

TRMK

TRUSTMARK CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

DUPONT DE NEMOURS INC

New

Shares507

Event2026-06-30

Filed2026-07-21

NVR

NVR INC

25.00%

Shares10

Event2026-06-30

Filed2026-07-21

FVD

FIRST TR EXCHANGE-TRADED FD

-2.19%

Shares1.4K

Event2026-06-30

Filed2026-07-21

USAR

USA RARE EARTH INC

23.37%

Shares3.1K

Event2026-06-30

Filed2026-07-21

LVS

LAS VEGAS SANDS CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

MET

METLIFE INC

0.00%

Shares778

Event2026-06-30

Filed2026-07-21

XAR

SPDR SERIES TRUST

20.42%

Shares230

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

0.00%

Shares850

Event2026-06-30

Filed2026-07-21

DASH

DOORDASH INC

New

Shares345

Event2026-06-30

Filed2026-07-21

GLOBE LIFE INC

0.00%

Shares354

Event2026-06-30

Filed2026-07-21

AMERIPRISE FINL INC

0.00%

Shares137

Event2026-06-30

Filed2026-07-21

KROGER CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

NU HLDGS LTD

20.28%

Shares4.6K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares285

Event2026-06-30

Filed2026-07-21

LHX

L3HARRIS TECHNOLOGIES INC

-6.33%

Shares207

Event2026-06-30

Filed2026-07-21

COP

CONOCOPHILLIPS

-11.62%

Shares578

Event2026-06-30

Filed2026-07-21

IONQ INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

IWV

ISHARES TR

-18.71%

Shares139

Event2026-06-30

Filed2026-07-21

ESGD

ISHARES TR

0.00%

Shares549

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

-38.89%

Shares220

Event2026-06-30

Filed2026-07-21

FITB

FIFTH THIRD BANCORP

83.46%

Shares987

Event2026-06-30

Filed2026-07-21

IOO

ISHARES TR

0.00%

Shares404

Event2026-06-30

Filed2026-07-21

XNDU

XANADU QUANTUM TECHNOLO LTD

New

Shares4.5K

Event2026-06-30

Filed2026-07-21

CCL

CARNIVAL CORP LTD

New

Shares1.9K

Event2026-06-30

Filed2026-07-21

OTIS

OTIS WORLDWIDE CORP

18.90%

Shares755

Event2026-06-30

Filed2026-07-21

VCR

VANGUARD WORLD FD

0.00%

Shares136

Event2026-06-30

Filed2026-07-21

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares597

Event2026-06-30

Filed2026-07-21

MGC

VANGUARD WORLD FD

0.00%

Shares195

Event2026-06-30

Filed2026-07-21

CHEF

CHEFS WHSE INC

0.00%

Shares550

Event2026-06-30

Filed2026-07-21

CBU

COMMUNITY FINANCIAL SYSTEM I

0.00%

Shares780

Event2026-06-30

Filed2026-07-21

TPR

TAPESTRY INC

0.00%

Shares356

Event2026-06-30

Filed2026-07-21

SOLV

SOLVENTUM CORP

0.00%

Shares669

Event2026-06-30

Filed2026-07-21

JPRE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares981

Event2026-06-30

Filed2026-07-21

RVT

ROYCE SMALL CAP TRUST INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-21

AFG

AMERICAN FINANCIAL GROUP INC

0.00%

Shares363

Event2026-06-30

Filed2026-07-21

GNTX

GENTEX CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

CONSOLIDATED EDISON INC

0.00%

Shares456

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares217

Event2026-06-30

Filed2026-07-21

CLOUDFLARE INC

-36.10%

Shares200

Event2026-06-30

Filed2026-07-21

WDFC

WD 40 CO

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

ADM

ARCHER DANIELS MIDLAND CO

123.24%

Shares634

Event2026-06-30

Filed2026-07-21

DEERE & CO

0.00%

Shares76

Event2026-06-30

Filed2026-07-21

ASTS

AST SPACEMOBILE INC

New

Shares537

Event2026-06-30

Filed2026-07-21

THE CIGNA GROUP

0.00%

Shares172

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

0.00%

Shares631

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares205

Event2026-06-30

Filed2026-07-21

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

ALTG

ALTA EQUIPMENT GROUP INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-21

INVH

INVITATION HOMES INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

LOEWS CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-21

KMX

CARMAX INC

0.00%

Shares850

Event2026-06-30

Filed2026-07-21

BP PLC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

FBK

FB FINL CORP

0.00%

Shares800

Event2026-06-30

Filed2026-07-21

APOLLO GLOBAL MGMT INC

0.00%

Shares372

Event2026-06-30

Filed2026-07-21

DOMINION ENERGY INC

0.00%

Shares641

Event2026-06-30

Filed2026-07-21

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares175

Event2026-06-30

Filed2026-07-21

XLV

SELECT SECTOR SPDR TR

0.00%

Shares273

Event2026-06-30

Filed2026-07-21

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares123

Event2026-06-30

Filed2026-07-21

CCJ

CAMECO CORP

0.00%

Shares420

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

-11.56%

Shares176

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

-61.17%

Shares365

Event2026-06-30

Filed2026-07-21

DVN

DEVON ENERGY CORP NEW

-42.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

MAS

MASCO CORP

0.00%

Shares517

Event2026-06-30

Filed2026-07-21

DOW

DOW HLDGS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

ASAN

ASANA INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-21

OWL

BLUE OWL CAPITAL INC

8.98%

Shares4.8K

Event2026-06-30

Filed2026-07-21

TMUS

T-MOBILE US INC

0.00%

Shares249

Event2026-06-30

Filed2026-07-21

BHP

BHP BILLITON LIMITED

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

VRT

VERTIV HOLDINGS CO

-21.02%

Shares124

Event2026-06-30

Filed2026-07-21

PYPL

PAYPAL HLDGS INC

-41.36%

Shares960

Event2026-06-30

Filed2026-07-21

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares325

Event2026-06-30

Filed2026-07-21

BLACKBERRY LTD

3.27%

Shares3.2K

Event2026-06-30

Filed2026-07-21

IYF

ISHARES TR

0.00%

Shares310

Event2026-06-30

Filed2026-07-21

WEC

WEC ENERGY GROUP INC

0.00%

Shares333

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

0.00%

Shares725

Event2026-06-30

Filed2026-07-21

PEG

PUBLIC SVC ENTERPRISE GROUP

-56.04%

Shares469

Event2026-06-30

Filed2026-07-21

ENB

ENBRIDGE INC

0.00%

Shares695

Event2026-06-30

Filed2026-07-21

KOREA FD INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

SMH

VANECK ETF TRUST

0.00%

Shares56

Event2026-06-30

Filed2026-07-21

ETX

EATON VANCE MUN INCOME TERM

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

FJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares600

Event2026-06-30

Filed2026-07-21

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares266

Event2026-06-30

Filed2026-07-21

EOT

EATON VANCE NATL MUN OPPORT

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

BSV

VANGUARD BD INDEX FDS

0.00%

Shares450

Event2026-06-30

Filed2026-07-21

AECOM

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

0.00%

Shares720

Event2026-06-30

Filed2026-07-21

URI

UNITED RENTALS INC

0.00%

Shares30

Event2026-06-30

Filed2026-07-21

INFQ

INFLEQTION INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-21

PID

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

BOX INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ENR

ENERGIZER HLDGS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

NVS

NOVARTIS AG

0.00%

Shares210

Event2026-06-30

Filed2026-07-21

SPMD

SPDR SERIES TRUST

0.00%

Shares481

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares951

Event2026-06-30

Filed2026-07-21

XYL

XYLEM INC

0.00%

Shares266

Event2026-06-30

Filed2026-07-21

DON

WISDOMTREE TR

0.00%

Shares552

Event2026-06-30

Filed2026-07-21

CWB

SPDR SERIES TRUST

0.00%

Shares284

Event2026-06-30

Filed2026-07-21

EXC

EXELON CORP

0.00%

Shares653

Event2026-06-30

Filed2026-07-21

BWX

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

BLD

TOPBUILD COR

0.00%

Shares85

Event2026-06-30

Filed2026-07-21

VXF

VANGUARD INDEX FDS

0.00%

Shares122

Event2026-06-30

Filed2026-07-21

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares610

Event2026-06-30

Filed2026-07-21

GDV

GABELLI DIVID & INCOME TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

ETHW

BITWISE ETHEREUM ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

VLO

VALERO ENERGY CORP

0.00%

Shares112

Event2026-06-30

Filed2026-07-21

SPSM

SPDR SERIES TRUST

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

IDEV

ISHARES TR

0.00%

Shares323

Event2026-06-30

Filed2026-07-21

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares264

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

0.00%

Shares28

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

0.00%

Shares94

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

0.00%

Shares78

Event2026-06-30

Filed2026-07-21

LUV

SOUTHWEST AIRLS CO

0.00%

Shares533

Event2026-06-30

Filed2026-07-21

VOT

VANGUARD INDEX FDS

0.00%

Shares88

Event2026-06-30

Filed2026-07-21

ROST

ROSS STORES INC

0.00%

Shares126

Event2026-06-30

Filed2026-07-21

SLV

ISHARES SILVER TR

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

SERVICENOW INC

0.00%

Shares265

Event2026-06-30

Filed2026-07-21

ITT

ITT INC

0.00%

Shares133

Event2026-06-30

Filed2026-07-21

SYF

SYNCHRONY FINANCIAL

-29.17%

Shares340

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares117

Event2026-06-30

Filed2026-07-21

DFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

DOLLAR GEN CORP

0.00%

Shares217

Event2026-06-30

Filed2026-07-21

COR

CENCORA INC

0.00%

Shares88

Event2026-06-30

Filed2026-07-21

BLK

BLACKROCK INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-21

CZWI

CITIZENS CMNTY BANCORP INC M

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

AXGN

AXOGEN INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

RIVIAN AUTOMOTIVE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares432

Event2026-06-30

Filed2026-07-21

AIG

AMERICAN INTL GROUP INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

GENERAL MTRS CO

0.00%

Shares284

Event2026-06-30

Filed2026-07-21

NKE

NIKE INC

0.00%

Shares527

Event2026-06-30

Filed2026-07-21

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares467

Event2026-06-30

Filed2026-07-21

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares216

Event2026-06-30

Filed2026-07-21

AEE

AMEREN CORP

0.00%

Shares181

Event2026-06-30

Filed2026-07-21

LOB

LIVE OAK BANCSHARES INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

GDRX

GOODRX HLDGS INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-21

AIZ

ASSURANT INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-21

GEHC

GE HEALTHCARE TECHNOLOGIES I

2.32%

Shares309

Event2026-06-30

Filed2026-07-21

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares250

Event2026-06-30

Filed2026-07-21

RMAX

RE/MAX HLDGS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

KMI

KINDER MORGAN INC DEL

0.00%

Shares600

Event2026-06-30

Filed2026-07-21

PRU

PRUDENTIAL FINL INC

128.21%

Shares178

Event2026-06-30

Filed2026-07-21

IWS

ISHARES TR

0.00%

Shares116

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

0.00%

Shares136

Event2026-06-30

Filed2026-07-21

IRT

INDEPENDENCE RLTY TR INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

HPQ

HP INC

0.00%

Shares850

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO

0.00%

Shares54

Event2026-06-30

Filed2026-07-21

ALIBABA GROUP HLDG LTD

0.00%

Shares192

Event2026-06-30

Filed2026-07-21

NGVT

INGEVITY CORP

0.00%

Shares246

Event2026-06-30

Filed2026-07-21

PSKY

PARAMOUNT SKYDANCE CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

HGTY

HAGERTY INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

VFH

VANGUARD WORLD FD

0.00%

Shares136

Event2026-06-30

Filed2026-07-21

BLOK

AMPLIFY ETF TR

0.00%

Shares281

Event2026-06-30

Filed2026-07-21

ZSCALER INC

0.00%

Shares124

Event2026-06-30

Filed2026-07-21

VANECK ETF TRUST

0.00%

Shares229

Event2026-06-30

Filed2026-07-21

AME

AMETEK INC

0.00%

Shares71

Event2026-06-30

Filed2026-07-21

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares76

Event2026-06-30

Filed2026-07-21

TOYOTA MOTOR CORP

New

Shares100

Event2026-06-30

Filed2026-07-21

ARCHER AVIATION INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

SOFI

SOFI TECHNOLOGIES INC

0.00%

Shares925

Event2026-06-30

Filed2026-07-21

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

MBWM

MERCANTILE BK CORP

0.00%

Shares283

Event2026-06-30

Filed2026-07-21

ICSH

ISHARES TR

0.00%

Shares313

Event2026-06-30

Filed2026-07-21

TTE

TOTALENERGIES SE

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

LNG

CHENIERE ENERGY INC

0.00%

Shares65

Event2026-06-30

Filed2026-07-21

HSBC

HSBC HLDGS PLC

0.00%

Shares163

Event2026-06-30

Filed2026-07-21

NFG

NATIONAL FUEL GAS CO

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

EUAD

SPINNAKER ETF SERIES

36.98%

Shares363

Event2026-06-30

Filed2026-07-21

TRAVELERS COMPANIES INC

0.00%

Shares45

Event2026-06-30

Filed2026-07-21

RUN

SUNRUN INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

MRNA

MODERNA INC

0.00%

Shares210

Event2026-06-30

Filed2026-07-21

CHI

CALAMOS CONV OPPORTUNITIES &

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

KNX

KNIGHT-SWIFT TRANSN HLDGS IN

0.00%

Shares187

Event2026-06-30

Filed2026-07-21

GILD

GILEAD SCIENCES INC

0.00%

Shares115

Event2026-06-30

Filed2026-07-21

MGY

MAGNOLIA OIL & GAS CORP

0.00%

Shares566

Event2026-06-30

Filed2026-07-21

DNP

DNP SELECT INCOME FD INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

JOBY

JOBY AVIATION INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

LQD

ISHARES TR

0.00%

Shares129

Event2026-06-30

Filed2026-07-21

VWOB

VANGUARD WHITEHALL FDS

0.00%

Shares207

Event2026-06-30

Filed2026-07-21

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

EFG

ISHARES TR

0.00%

Shares110

Event2026-06-30

Filed2026-07-21

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares55

Event2026-06-30

Filed2026-07-21

STE

STERIS PLC

-93.35%

Shares64

Event2026-06-30

Filed2026-07-21

EVERPURE INC

-54.05%

Shares170

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

0.00%

Shares131

Event2026-06-30

Filed2026-07-21

STARWOOD PPTY TR INC

0.00%

Shares805

Event2026-06-30

Filed2026-07-21

NGL

NGL ENERGY PARTNERS LP

0.00%

Shares800

Event2026-06-30

Filed2026-07-21

GDLC

GRAYSCALE COINDESK CRYPTO

0.00%

Shares480

Event2026-06-30

Filed2026-07-21

ADMA

ADMA BIOLOGICS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

LIT

GLOBAL X FDS

0.00%

Shares159

Event2026-06-30

Filed2026-07-21

UNDER ARMOUR INC

-1.96%

Shares2.0K

Event2026-06-30

Filed2026-07-21

KMB

KIMBERLY-CLARK CORP

0.00%

Shares113

Event2026-06-30

Filed2026-07-21

ELECTRONIC ARTS INC

0.00%

Shares60

Event2026-06-30

Filed2026-07-21

ESML

ISHARES TR

0.00%

Shares218

Event2026-06-30

Filed2026-07-21

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares501

Event2026-06-30

Filed2026-07-21

TEL

TE CONNECTIVITY PLC

0.00%

Shares59

Event2026-06-30

Filed2026-07-21

CHPT

CHARGEPOINT HOLDINGS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares91

Event2026-06-30

Filed2026-07-21

CCI

CROWN CASTLE INC

0.00%

Shares152

Event2026-06-30

Filed2026-07-21

CCLD

CARECLOUD INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-21

SJM

SMUCKER J M CO

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

XLC

SELECT SECTOR SPDR TR

0.00%

Shares105

Event2026-06-30

Filed2026-07-21

BBJP

J P MORGAN EXCHANGE TRADED F

0.00%

Shares147

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares132

Event2026-06-30

Filed2026-07-21

ESGE

ISHARES INC

0.00%

Shares199

Event2026-06-30

Filed2026-07-21

IBN

ICICI BANK LIMITED

0.00%

Shares371

Event2026-06-30

Filed2026-07-21

REYN

REYNOLDS CONSUMER PRODS INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-21

USMV

ISHARES TR

New

Shares110

Event2026-06-30

Filed2026-07-21

SPOTIFY TECHNOLOGY S A

0.00%

Shares22

Event2026-06-30

Filed2026-07-21

OKTA

OKTA INC

-90.69%

Shares74

Event2026-06-30

Filed2026-07-21

NIO INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

EXPE

EXPEDIA GROUP INC

0.00%

Shares39

Event2026-06-30

Filed2026-07-21

DOCS

DOXIMITY INC

0.00%

Shares480

Event2026-06-30

Filed2026-07-21

ILMN

ILLUMINA INC

-90.65%

Shares55

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available