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The Analysis of Certified Advisory Corp's Holdings & P&L

Currently, Certified Advisory Corp holds 327 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VUG (+484.4K shares, valued at $41.7M), VCSH (+303.9K shares, valued at $24.0M), VGT (+127.3K shares, valued at $15.2M); decreased their positions in FBND (-486.7K shares, valued at $22.1M), SPTI (-232.5K shares, valued at $6.6M), BIV (-74.9K shares, valued at $5.7M); initiated new positions in OXY (+18.1K shares, valued at $881.0K), N/A (+4.0K shares, valued at $675.1K), DFAC (+13.5K shares, valued at $600.7K).

1M P&L

+4.7M+0.41%

3M P&L

+39.0M+3.51%

HY P&L

-234.9M-16.97%

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/A984.5M

86.2%

2Consumer Electronics21.1M

1.8%

3Semiconductors17.1M

1.5%

Top Industries by Stock Count

1N/A205 stocks

69.3%

2Semiconductors7 stocks

2.4%

3Drug Manufacturers - General7 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS580.4K shares504.23%2026-06-302026-07-16

QQQ INVESCO QQQ TR61.0K shares-1.05%2026-06-302026-07-16

VCSH VANGUARD SCOTTSDALE FDS412.0K shares281.13%2026-06-302026-07-16

FNDX SCHWAB STRATEGIC TR979.8K shares11.06%2026-06-302026-07-16

COWZ PACER FDS TR447.9K shares-1.03%2026-06-302026-07-16

VTV VANGUARD INDEX FDS121.3K shares1.01%2026-06-302026-07-16

JPIE J P MORGAN EXCHANGE TRADED F518.0K shares9.63%2026-06-302026-07-16

ISHARES TR ISHARES TR31.4K shares-7.54%2026-06-302026-07-16

Sponsored

ICVT ISHARES TR192.2K shares6.86%2026-06-302026-07-16

AVUV AMERICAN CENTY ETF TR181.8K shares0.41%2026-06-302026-07-16

SCHF SCHWAB STRATEGIC TR770.7K shares1.85%2026-06-302026-07-16

AAPL APPLE INC72.8K shares-0.24%2026-06-302026-07-16

VOO VANGUARD INDEX FDS30.2K shares6.77%2026-06-302026-07-16

VYM VANGUARD WHITEHALL FDS122.7K shares4.18%2026-06-302026-07-16

IWY ISHARES TR65.8K shares0.53%2026-06-302026-07-16

FNDF SCHWAB STRATEGIC TR339.3K shares0.95%2026-06-302026-07-16

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F364.8K shares3.77%2026-06-302026-07-16

VGT VANGUARD WORLD FD145.4K shares702.65%2026-06-302026-07-16

DFUS DIMENSIONAL ETF TRUST209.4K shares6.49%2026-06-302026-07-16

ISHARES TR ISHARES TR176.4K shares2.45%2026-06-302026-07-16

AVLV AMERICAN CENTY ETF TR176.9K shares1.47%2026-06-302026-07-16

BIV VANGUARD BD INDEX FDS202.1K shares-27.05%2026-06-302026-07-16

SPDW SPDR INDEX SHS FDS285.3K shares-4.34%2026-06-302026-07-16

IOO ISHARES TR103.4K shares1.65%2026-06-302026-07-16

Sponsored

USTB VICTORY PORTFOLIOS II269.7K shares16.25%2026-06-302026-07-16

AVEM AMERICAN CENTY ETF TR138.2K shares5.27%2026-06-302026-07-16

SPSB SPDR SERIES TRUST431.0K shares6.44%2026-06-302026-07-16

FENI FIDELITY COVINGTON TRUST322.3K shares6.15%2026-06-302026-07-16

GARP ISHARES TR151.4K shares13.46%2026-06-302026-07-16

SCHG SCHWAB STRATEGIC TR365.7K shares3.98%2026-06-302026-07-16

IJH ISHARES TR150.2K shares-4.53%2026-06-302026-07-16

FSTA FIDELITY COVINGTON TRUST219.2K shares1.57%2026-06-302026-07-16

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T124.6K shares-3.51%2026-06-302026-07-16

LMBS FIRST TR EXCHANGE-TRADED FD219.6K shares3303.74%2026-06-302026-07-16

IMCG ISHARES TR111.1K shares13.48%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL20.0K shares-5.56%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T12.7K shares-2.24%2026-06-302026-07-16

NVDA NVIDIA CORPORATION47.3K shares-3.42%2026-06-302026-07-16

MASTERCARD INCORPORATED MASTERCARD INCORPORATED18.3K shares-2.08%2026-06-302026-07-16

RDVY FIRST TR EXCHANGE TRADED FD115.8K shares4.30%2026-06-302026-07-16

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD211.6K shares-1.76%2026-06-302026-07-16

SJNK SPDR SERIES TRUST362.6K shares4.46%2026-06-302026-07-16

AVDE AMERICAN CENTY ETF TR93.8K shares30.45%2026-06-302026-07-16

DFIV DIMENSIONAL ETF TRUST152.9K shares-0.33%2026-06-302026-07-16

VGSH VANGUARD SCOTTSDALE FDS141.3K shares8.15%2026-06-302026-07-16

VB VANGUARD INDEX FDS25.1K shares1.79%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS106.1K shares0.19%2026-06-302026-07-16

UCON FIRST TR EXCHNG TRADED FD VI303.2K shares-3.11%2026-06-302026-07-16

Sponsored

SPTI SPDR SERIES TRUST259.2K shares-47.29%2026-06-302026-07-16

IJR ISHARES TR48.3K shares-7.77%2026-06-302026-07-16

VTIP VANGUARD MALVERN FDS140.8K shares32.24%2026-06-302026-07-16

GOOGL ALPHABET INC19.5K shares-1.54%2026-06-302026-07-16

AMZN AMAZON COM INC29.0K shares-4.45%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.9K shares0.32%2026-06-302026-07-16

ISCG ISHARES TR98.2K shares18.82%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO19.1K shares0.04%2026-06-302026-07-16

Sponsored

MUNI PIMCO ETF TR118.5K shares3.48%2026-06-302026-07-16

SCHD SCHWAB STRATEGIC TR193.9K shares-7.58%2026-06-302026-07-16

XLRE SELECT SECTOR SPDR TR136.9K shares10.64%2026-06-302026-07-16

POCT INNOVATOR ETFS TRUST127.9K shares-3.47%2026-06-302026-07-16

GOOG ALPHABET INC16.5K shares3.17%2026-06-302026-07-16

MSFT MICROSOFT CORP15.6K shares-0.88%2026-06-302026-07-16

SPAB SPDR SERIES TRUST221.0K shares-1.88%2026-06-302026-07-16

JPST J P MORGAN EXCHANGE TRADED F108.2K shares31.29%2026-06-302026-07-16

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR216.4K shares41.77%2026-06-302026-07-16

PANW PALO ALTO NETWORKS INC15.8K shares-0.15%2026-06-302026-07-16

DFAT DIMENSIONAL ETF TRUST76.2K shares19.44%2026-06-302026-07-16

IWP ISHARES TR36.0K shares-6.70%2026-06-302026-07-16

AFL AFLAC INC42.2K shares0.02%2026-06-302026-07-16

VONG VANGUARD SCOTTSDALE FDS38.1K shares-9.63%2026-06-302026-07-16

GLD SPDR GOLD TR13.2K shares0.18%2026-06-302026-07-16

FMAT FIDELITY COVINGTON TRUST82.1K shares0.99%2026-06-302026-07-16

Sponsored

IUSV ISHARES TR42.3K shares-38.51%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS12.5K shares2.85%2026-06-302026-07-16

DBEF DBX ETF TR84.2K shares56.38%2026-06-302026-07-16

XLI SELECT SECTOR SPDR TR24.2K shares-0.74%2026-06-302026-07-16

EPD ENTERPRISE PRODS PARTNERS L115.8K shares6.75%2026-06-302026-07-16

VAW VANGUARD WORLD FD18.3K shares-4.83%2026-06-302026-07-16

VSS VANGUARD INTL EQUITY INDEX F27.0K shares1.04%2026-06-302026-07-16

HSCZ ISHARES TR97.0K shares32.87%2026-06-302026-07-16

Sponsored

JNJ JOHNSON & JOHNSON16.2K shares-1.49%2026-06-302026-07-16

FBCG FIDELITY COVINGTON TRUST65.7K shares35.66%2026-06-302026-07-16

VYMI VANGUARD WHITEHALL FDS41.4K shares-4.73%2026-06-302026-07-16

FVAL FIDELITY COVINGTON TRUST50.1K shares308.62%2026-06-302026-07-16

MGC VANGUARD WORLD FD14.3K shares14.49%2026-06-302026-07-16

LLY ELI LILLY & CO3.2K shares2.01%2026-06-302026-07-16

ITA ISHARES TR15.6K shares8.25%2026-06-302026-07-16

IWF ISHARES TR29.1K shares275.04%2026-06-302026-07-16

Sponsored

VDC VANGUARD WORLD FD15.8K shares1.46%2026-06-302026-07-16

FTEC FIDELITY COVINGTON TRUST12.2K shares17.14%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC2.9K shares-4.04%2026-06-302026-07-16

IVW ISHARES TR24.4K shares-3.17%2026-06-302026-07-16

SMMU PIMCO ETF TR65.0K shares17.98%2026-06-302026-07-16

VO VANGUARD INDEX FDS40.0K shares303.19%2026-06-302026-07-16

TSLA TESLA INC7.5K shares-1.07%2026-06-302026-07-16

PRF INVESCO EXCHANGE TRADED FD T56.0K shares5.24%2026-06-302026-07-16

Sponsored

DTD WISDOMTREE TR31.9K shares-0.51%2026-06-302026-07-16

IGHG PROSHARES TR37.5K shares-3.06%2026-06-302026-07-16

XLE SELECT SECTOR SPDR TR54.5K shares-12.20%2026-06-302026-07-16

EVMO MORGAN STANLEY ETF TRUST57.4K shares25.02%2026-06-302026-07-16

PJUL INNOVATOR ETFS TRUST58.0K shares-17.29%2026-06-302026-07-16

HWM HOWMET AEROSPACE INC10.4K shares11.25%2026-06-302026-07-16

KO COCA COLA CO33.6K shares0.09%2026-06-302026-07-16

AVUS AMERICAN CENTY ETF TR21.1K shares0.21%2026-06-302026-07-16

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T15.6K shares2.83%2026-06-302026-07-16

VIG VANGUARD SPECIALIZED FUNDS11.1K shares-1.36%2026-06-302026-07-16

WMT WALMART INC22.9K shares-3.74%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP5.1K shares-1.31%2026-06-302026-07-16

XLY SELECT SECTOR SPDR TR21.7K shares-9.44%2026-06-302026-07-16

DUK DUKE ENERGY CORP NEW20.0K shares-3.29%2026-06-302026-07-16

FYC FIRST TR EXCHANGE-TRADED ALP19.6K shares-0.35%2026-06-302026-07-16

NANR SPDR INDEX SHS FDS32.3K shares31.95%2026-06-302026-07-16

Sponsored

CMI CUMMINS INC3.4K shares-12.67%2026-06-302026-07-16

XLK SELECT SECTOR SPDR TR12.6K shares-8.48%2026-06-302026-07-16

HD HOME DEPOT INC6.5K shares-1.82%2026-06-302026-07-16

CVX CHEVRON CORPORATION13.4K shares-0.90%2026-06-302026-07-16

GE GE AEROSPACE5.9K shares-2.45%2026-06-302026-07-16

VCIT VANGUARD SCOTTSDALE FDS25.6K shares-35.48%2026-06-302026-07-16

S&P GLOBAL INC S&P GLOBAL INC5.2K shares-6.85%2026-06-302026-07-16

IHI ISHARES TR42.4K shares-67.78%2026-06-302026-07-16

Sponsored

WORLD GOLD TR WORLD GOLD TR26.1K shares4.92%2026-06-302026-07-16

VISA INC VISA INC5.9K shares-8.20%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS7.0K shares0.66%2026-06-302026-07-16

NOCT INNOVATOR ETFS TRUST31.2K shares-1.95%2026-06-302026-07-16

DGRO ISHARES TR25.6K shares0.32%2026-06-302026-07-16

ABBVIE INC ABBVIE INC7.7K shares0.58%2026-06-302026-07-16

SPYV SPDR SERIES TRUST31.6K shares-20.58%2026-06-302026-07-16

IYW ISHARES TR7.6K shares59.14%2026-06-302026-07-16

Sponsored

NLR VANECK ETF TRUST16.1K shares7.18%2026-06-302026-07-16

CALF PACER FDS TR35.6K shares-2.98%2026-06-302026-07-16

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR39.1K shares-6.64%2026-06-302026-07-16

IWB ISHARES TR4.3K shares-0.12%2026-06-302026-07-16

VWO VANGUARD INTL EQUITY INDEX F28.8K shares8.54%2026-06-302026-07-16

MO ALTRIA GROUP INC23.7K shares0.04%2026-06-302026-07-16

FMDE FIDELITY COVINGTON TRUST41.6K shares4.34%2026-06-302026-07-16

FDVV FIDELITY COVINGTON TRUST27.8K shares-19.29%2026-06-302026-07-16

Sponsored

AMD ADVANCED MICRO DEVICES INC2.7K shares-10.61%2026-06-302026-07-16

QCOM QUALCOMM INC8.4K shares-15.71%2026-06-302026-07-16

AEP AMERICAN ELEC PWR CO INC11.3K shares-2.15%2026-06-302026-07-16

OEF ISHARES TR4.2K shares-13.18%2026-06-302026-07-16

NSC NORFOLK SOUTHN CORP4.7K shares0.41%2026-06-302026-07-16

DIS DISNEY WALT CO15.2K shares32.93%2026-06-302026-07-16

IWD ISHARES TR6.0K shares-1.61%2026-06-302026-07-16

FXO FIRST TR EXCHANGE-TRADED FD22.8K shares-1.56%2026-06-302026-07-16

Sponsored

VBR VANGUARD INDEX FDS5.9K shares-1.97%2026-06-302026-07-16

QTUM ETF SER SOLUTIONS8.5K shares-4.34%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC32.2K shares-1.75%2026-06-302026-07-16

AVDV AMERICAN CENTY ETF TR13.0K shares-1.55%2026-06-302026-07-16

FAD FIRST TR EXCHANGE-TRADED ALP6.7K shares3.44%2026-06-302026-07-16

SPYG SPDR SERIES TRUST10.8K shares0.85%2026-06-302026-07-16

ISCF ISHARES TR29.2K shares-2.58%2026-06-302026-07-16

FELC FIDELITY COVINGTON TRUST29.2K shares-6.75%2026-06-302026-07-16

Sponsored

XLV SELECT SECTOR SPDR TR7.6K shares-2.00%2026-06-302026-07-16

CGDV CAPITAL GROUP DIVIDEND VALUE24.6K shares0.26%2026-06-302026-07-16

TFC TRUIST FINL CORP23.6K shares-1.11%2026-06-302026-07-16

VXUS VANGUARD STAR FDS13.7K shares1.26%2026-06-302026-07-16

XLF SELECT SECTOR SPDR TR21.6K shares-1.65%2026-06-302026-07-16

FTGC FIRST TR EXCHANGE TRAD FD VI42.3K shares5.58%2026-06-302026-07-16

SPEM SPDR INDEX SHS FDS20.9K shares-11.34%2026-06-302026-07-16

MDY STATE STR SPDR S&P MIDCAP 401.5K shares44.80%2026-06-302026-07-16

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BROADCOM INC BROADCOM INC2.8K shares-3.20%2026-06-302026-07-16

NNN NNN REIT INC22.7K shares-4.76%2026-06-302026-07-16

FHLC FIDELITY COVINGTON TRUST12.9K shares8.82%2026-06-302026-07-16

PG PROCTER & GAMBLE CO6.7K shares0.75%2026-06-302026-07-16

PFEB INNOVATOR ETFS TRUST22.6K shares-1.35%2026-06-302026-07-16

IWR ISHARES TR8.8K shares3.59%2026-06-302026-07-16

C CITIGROUP INC6.9K shares9.42%2026-06-302026-07-16

IVE ISHARES TR4.2K shares-18.65%2026-06-302026-07-16

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FBND FIDELITY MERRIMACK STR TR20.9K shares-95.88%2026-06-302026-07-16

BA BOEING CO4.4K shares4.92%2026-06-302026-07-16

CAT CATERPILLAR INC882 shares10.94%2026-06-302026-07-16

VOT VANGUARD INDEX FDS3.1K shares-12.64%2026-06-302026-07-16

IWM ISHARES TR3.1K shares3.10%2026-06-302026-07-16

APPLIED MATLS INC APPLIED MATLS INC1.2K shares29.17%2026-06-302026-07-16

NETFLIX INC. NETFLIX INC.12.5K shares7.55%2026-06-302026-07-16

GRID FIRST TR EXCHANGE-TRADED FD4.7K shares152.13%2026-06-302026-07-16

Sponsored

CSX CSX CORP18.8K shares-2.59%2026-06-302026-07-16

JFLX J P MORGAN EXCHANGE TRADED F17.5K shares-0.72%2026-06-302026-07-16

OXY OCCIDENTAL PETE CORP18.1K sharesnew addition2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.1K shares2.67%2026-06-302026-07-16

GILD GILEAD SCIENCES INC6.7K shares7.01%2026-06-302026-07-16

ORACLE CORP ORACLE CORP5.7K shares13.46%2026-06-302026-07-16

FNDE SCHWAB STRATEGIC TR21.0K shares229.11%2026-06-302026-07-16

NJUL INNOVATOR ETFS TRUST10.6K shares-11.60%2026-06-302026-07-16

Sponsored

MRK MERCK & CO INC6.4K shares1.53%2026-06-302026-07-16

VMBS VANGUARD SCOTTSDALE FDS17.3K shares-60.73%2026-06-302026-07-16

GS GOLDMAN SACHS GROUP INC796 shares3.51%2026-06-302026-07-16

T AT&T INC38.2K shares0.09%2026-06-302026-07-16

DFAX DIMENSIONAL ETF TRUST21.2K shares53.26%2026-06-302026-07-16

VHT VANGUARD WORLD FD2.6K shares4.82%2026-06-302026-07-16

AVIG AMERICAN CENTY ETF TR18.5K shares-27.34%2026-06-302026-07-16

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-16

Sponsored

SOUTHERN CO SOUTHERN CO7.8K shares-12.05%2026-06-302026-07-16

UTF COHEN & STEERS INFRASTRUCTUR26.0K shares-12.08%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION3.8K shares-2.69%2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC1.2K shares3.20%2026-06-302026-07-16

CISCO SYS INC CISCO SYS INC5.9K shares9.84%2026-06-302026-07-16

RY ROYAL BK CDA3.3K shares-0.03%2026-06-302026-07-16

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP4.0K sharesnew addition2026-06-302026-07-16

FENY FIDELITY COVINGTON TRUST22.7K shares-9.39%2026-06-302026-07-16

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UTG REAVES UTIL INCOME FD16.1K shares0.39%2026-06-302026-07-16

IEV ISHARES TR9.0K shares0.49%2026-06-302026-07-16

SDY SPDR SERIES TRUST4.3K shares-1.61%2026-06-302026-07-16

AMGN AMGEN INC1.8K shares24.70%2026-06-302026-07-16

XAR SPDR SERIES TRUST2.2K shares0.00%2026-06-302026-07-16

SOXX ISHARES TR963 shares-1.83%2026-06-302026-07-16

VICR VICOR CORP1.6K shares-11.06%2026-06-302026-07-16

NOC NORTHROP GRUMMAN CORP1.2K shares-4.27%2026-06-302026-07-16

Sponsored

DFAC DIMENSIONAL ETF TRUST13.5K sharesnew addition2026-06-302026-07-16

TAFI AB ACTIVE ETFS INC23.6K sharesnew addition2026-06-302026-07-16

BSCR INVESCO EXCH TRD SLF IDX FD30.2K shares-20.02%2026-06-302026-07-16

IEMG ISHARES INC7.1K shares4.58%2026-06-302026-07-16

ETN EATON CORP PLC1.4K shares4.90%2026-06-302026-07-16

BAC BANK OF AMER CORP10.1K shares0.20%2026-06-302026-07-16

OCTW AIM ETF PRODUCTS TRUST14.0K shares-1.75%2026-06-302026-07-16

LRCX LAM RESEARCH CORP1.3K shares32.86%2026-06-302026-07-16

Sponsored

FPE FIRST TR EXCH TRADED FD III30.7K shares0.56%2026-06-302026-07-16

CWB SPDR SERIES TRUST5.0K shares-2.91%2026-06-302026-07-16

GEV GE VERNOVA INC451 shares10.81%2026-06-302026-07-16

PDI PIMCO DYNAMIC INCOME FD31.0K shares1.06%2026-06-302026-07-16

PEP PEPSICO INC3.8K shares16.25%2026-06-302026-07-16

ITB ISHARES TR4.9K shares0.00%2026-06-302026-07-16

NFEB INNOVATOR ETFS TRUST16.8K shares-5.37%2026-06-302026-07-16

BND VANGUARD BD INDEX FDS6.9K shares14.05%2026-06-302026-07-16

Sponsored

PM PHILIP MORRIS INTL INC2.8K shares0.57%2026-06-302026-07-16

MPC MARATHON PETE CORP2.0K shares18.49%2026-06-302026-07-16

ROK ROCKWELL AUTOMATION INC1.0K shares0.20%2026-06-302026-07-16

JPRE J P MORGAN EXCHANGE TRADED F9.3K shares0.57%2026-06-302026-07-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL500 sharesnew addition2026-06-302026-07-16

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares-21.32%2026-06-302026-07-16

VGIT VANGUARD SCOTTSDALE FDS8.1K shares2.01%2026-06-302026-07-16

QQQM INVESCO EXCH TRADED FD TR II1.6K shares27.55%2026-06-302026-07-16

Sponsored

REMX VANECK ETF TRUST5.3K shares0.00%2026-06-302026-07-16

UNP UNION PAC CORP1.7K shares2.10%2026-06-302026-07-16

MGK VANGUARD WORLD FD5.2K shares400.19%2026-06-302026-07-16

RPM RPM INTL INC4.0K shares0.00%2026-06-302026-07-16

INTC INTEL CORP3.2K sharesnew addition2026-06-302026-07-16

AIRR FIRST TR EXCHANGE TRADED FD3.3K sharesnew addition2026-06-302026-07-16

VDE VANGUARD WORLD FD2.9K shares0.00%2026-06-302026-07-16

IAU ISHARES GOLD TR5.6K shares-3.93%2026-06-302026-07-16

Sponsored

FITB FIFTH THIRD BANCORP7.4K shares1.39%2026-06-302026-07-16

VNQ VANGUARD INDEX FDS4.3K shares-6.26%2026-06-302026-07-16

ABT ABBOTT LABORATORIES4.6K shares-9.72%2026-06-302026-07-16

VFH VANGUARD WORLD FD3.1K shares-14.20%2026-06-302026-07-16

SPMO INVESCO EXCH TRADED FD TR II2.5K shares0.16%2026-06-302026-07-16

DSTL ETF SER SOLUTIONS6.8K shares0.00%2026-06-302026-07-16

FLOT ISHARES TR8.0K shares9.99%2026-06-302026-07-16

PSEP INNOVATOR ETFS TRUST8.8K shares0.00%2026-06-302026-07-16

Sponsored

ONEQ FIDELITY COMWLTH TR3.9K shares-8.86%2026-06-302026-07-16

NEXTERA ENERGY INC NEXTERA ENERGY INC4.4K shares8.37%2026-06-302026-07-16

COPY RBB FUND TRUST26.3K shares0.00%2026-06-302026-07-16

IQLT ISHARES TR7.8K shares-6.07%2026-06-302026-07-16

NAPR INNOVATOR ETFS TRUST6.3K shares-6.07%2026-06-302026-07-16

BKIE BNY MELLON ETF TRUST3.7K shares-68.54%2026-06-302026-07-16

GD GENERAL DYNAMICS CORP1.0K shares0.38%2026-06-302026-07-16

SPDR SERIES TRUST SPDR SERIES TRUST4.1K shares-58.62%2026-06-302026-07-16

Sponsored

MCD MCDONALDS CORP1.3K shares-1.93%2026-06-302026-07-16

XLP SELECT SECTOR SPDR TR4.3K shares-10.49%2026-06-302026-07-16

LOW LOWES COS INC1.6K shares-1.67%2026-06-302026-07-16

DVY ISHARES TR2.2K shares-1.67%2026-06-302026-07-16

IWN ISHARES TR1.5K shares0.00%2026-06-302026-07-16

AXP AMERICAN EXPRESS CO1.0K shares4.13%2026-06-302026-07-16

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.9K shares-18.05%2026-06-302026-07-16

SMH VANECK ETF TRUST515 sharesnew addition2026-06-302026-07-16

Sponsored

MGV VANGUARD WORLD FD1.9K shares-7.01%2026-06-302026-07-16

IVT INVENTRUST PPTYS CORP9.0K shares2.94%2026-06-302026-07-16

PAUG INNOVATOR ETFS TRUST6.9K shares-4.14%2026-06-302026-07-16

VEU VANGUARD INTL EQUITY INDEX F3.7K shares8.11%2026-06-302026-07-16

VV VANGUARD INDEX FDS899 shares26.62%2026-06-302026-07-16

EFA ISHARES TR3.0K shares-20.06%2026-06-302026-07-16

NJAN INNOVATOR ETFS TRUST5.2K shares-9.03%2026-06-302026-07-16

OKE ONEOK INC NEW3.5K shares0.31%2026-06-302026-07-16

Sponsored

IXUS ISHARES TR3.2K shares0.00%2026-06-302026-07-16

PSA PUBLIC STORAGE949 shares1.39%2026-06-302026-07-16

BSCS INVESCO EXCH TRD SLF IDX FD14.7K shares-33.32%2026-06-302026-07-16

BAC-PL BANK OF AMER CORP237 shares-31.50%2026-06-302026-07-16

DDEC FIRST TR EXCHNG TRADED FD VI6.2K shares0.00%2026-06-302026-07-16

ITW ILLINOIS TOOL WKS INC1.1K shares-37.41%2026-06-302026-07-16

PSI INVESCO EXCHANGE TRADED FD T1.6K sharesnew addition2026-06-302026-07-16

VGK VANGUARD INTL EQUITY INDEX F3.3K shares-10.86%2026-06-302026-07-16

Sponsored

MARM FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2026-06-302026-07-16

WELL WELLTOWER INC1.2K shares0.33%2026-06-302026-07-16

FXL FIRST TR EXCHANGE-TRADED FD1.3K sharesnew addition2026-06-302026-07-16

BMY BRISTOL-MYERS SQUIBB CO4.7K shares0.17%2026-06-302026-07-16

JMUB J P MORGAN EXCHANGE TRADED F5.3K shares0.00%2026-06-302026-07-16

ICSH ISHARES TR5.2K shares-28.59%2026-06-302026-07-16

WMB WILLIAMS COS INC3.4K shares1.51%2026-06-302026-07-16

FDX FEDEX CORP799 shares8.41%2026-06-302026-07-16

Sponsored

FSMB FIRST TR EXCH TRADED FD III12.4K shares0.00%2026-06-302026-07-16

ARK ETF TR ARK ETF TR1.7K shares0.00%2026-06-302026-07-16

AZO AUTOZONE INC75 shares0.00%2026-06-302026-07-16

UITB VICTORY PORTFOLIOS II5.1K shares1.03%2026-06-302026-07-16

SPMD SPDR SERIES TRUST3.5K shares-0.11%2026-06-302026-07-16

BSCQ INVESCO EXCH TRD SLF IDX FD12.2K shares-38.74%2026-06-302026-07-16

MCK MCKESSON CORP309 shares-25.00%2026-06-302026-07-16

HAP VANECK ETF TRUST3.4K sharesnew addition2026-06-302026-07-16

Sponsored

WTAI WISDOMTREE TR4.9K sharesnew addition2026-06-302026-07-16

FAF FIRST AMERN FINL CORP3.4K shares0.00%2026-06-302026-07-16

SPSM SPDR SERIES TRUST4.0K sharesnew addition2026-06-302026-07-16

FTMU PUTNAM ETF TRUST28.4K shares43.24%2026-06-302026-07-16

CVS CVS HEALTH CORP2.2K sharesnew addition2026-06-302026-07-16

FI FISERV INC4.6K shares0.00%2026-06-302026-07-16

UPS UNITED PARCEL SVCS INC2.1K shares-1.70%2026-06-302026-07-16

GWW WW GRAINGER INC164 sharesnew addition2026-06-302026-07-16

Sponsored

ISHARES TR ISHARES TR2.2K shares-0.13%2026-06-302026-07-16

XNTK SPDR SERIES TRUST563 sharesnew addition2026-06-302026-07-16

TT TRANE TECHNOLOGIES PLC444 sharesnew addition2026-06-302026-07-16

SCHB SCHWAB STRATEGIC TR7.5K shares-12.24%2026-06-302026-07-16

EXPO EXPONENT INC3.7K shares0.00%2026-06-302026-07-16

TIP ISHARES TR2.0K shares1.75%2026-06-302026-07-16

ETW EATON VANCE TAX-MANAGED GLOB22.2K shares-0.03%2026-06-302026-07-16

HCA HCA HEALTHCARE INC547 shares0.18%2026-06-302026-07-16

Sponsored

ENB ENBRIDGE INC3.9K shares0.51%2026-06-302026-07-16

PFE PFIZER INC8.7K shares-0.02%2026-06-302026-07-16

TXN TEXAS INSTRS INC700 sharesnew addition2026-06-302026-07-16

VIOG VANGUARD ADMIRAL FDS INC1.3K sharesnew addition2026-06-302026-07-16

KMI KINDER MORGAN INC DEL6.5K shares0.90%2026-06-302026-07-16

ETFS GOLD TR ETFS GOLD TR5.4K sharesnew addition2026-06-302026-07-16

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.2K sharesnew addition2026-06-302026-07-16

EQT EQT CORP3.8K shares0.29%2026-06-302026-07-16

Sponsored

NEM NEWMONT CORP2.2K shares9.97%2026-06-302026-07-16

O REALTY INCOME CORP3.3K sharesnew addition2026-06-302026-07-16

VOE VANGUARD INDEX FDS1.0K shares-8.95%2026-06-302026-07-16

VFF VILLAGE FARMS INTL INC86.0K shares0.00%2026-06-302026-07-16

AVIR ATEA PHARMACEUTICALS INC24.5K shares0.00%2026-06-302026-07-16

JPC NUVEEN PFD & INCOME OPPORTUN11.7K shares1.83%2026-06-302026-07-16

ADT INC DEL ADT INC DEL10.0K shares0.02%2026-06-302026-07-16

VUG

VANGUARD INDEX FDS

504.23%

Shares580.4K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

-1.05%

Shares61.0K

Event2026-06-30

Filed2026-07-16

VCSH

VANGUARD SCOTTSDALE FDS

281.13%

Shares412.0K

Event2026-06-30

Filed2026-07-16

FNDX

SCHWAB STRATEGIC TR

11.06%

Shares979.8K

Event2026-06-30

Filed2026-07-16

COWZ

PACER FDS TR

-1.03%

Shares447.9K

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD INDEX FDS

1.01%

Shares121.3K

Event2026-06-30

Filed2026-07-16

JPIE

J P MORGAN EXCHANGE TRADED F

9.63%

Shares518.0K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-7.54%

Shares31.4K

Event2026-06-30

Filed2026-07-16

ICVT

ISHARES TR

6.86%

Shares192.2K

Event2026-06-30

Filed2026-07-16

AVUV

AMERICAN CENTY ETF TR

0.41%

Shares181.8K

Event2026-06-30

Filed2026-07-16

SCHF

SCHWAB STRATEGIC TR

1.85%

Shares770.7K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-0.24%

Shares72.8K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

6.77%

Shares30.2K

Event2026-06-30

Filed2026-07-16

VYM

VANGUARD WHITEHALL FDS

4.18%

Shares122.7K

Event2026-06-30

Filed2026-07-16

IWY

ISHARES TR

0.53%

Shares65.8K

Event2026-06-30

Filed2026-07-16

FNDF

SCHWAB STRATEGIC TR

0.95%

Shares339.3K

Event2026-06-30

Filed2026-07-16

JPIB

J P MORGAN EXCHANGE TRADED F

3.77%

Shares364.8K

Event2026-06-30

Filed2026-07-16

VGT

VANGUARD WORLD FD

702.65%

Shares145.4K

Event2026-06-30

Filed2026-07-16

DFUS

DIMENSIONAL ETF TRUST

6.49%

Shares209.4K

Event2026-06-30

Filed2026-07-16

ISHARES TR

2.45%

Shares176.4K

Event2026-06-30

Filed2026-07-16

AVLV

AMERICAN CENTY ETF TR

1.47%

Shares176.9K

Event2026-06-30

Filed2026-07-16

BIV

VANGUARD BD INDEX FDS

-27.05%

Shares202.1K

Event2026-06-30

Filed2026-07-16

SPDW

SPDR INDEX SHS FDS

-4.34%

Shares285.3K

Event2026-06-30

Filed2026-07-16

IOO

ISHARES TR

1.65%

Shares103.4K

Event2026-06-30

Filed2026-07-16

USTB

VICTORY PORTFOLIOS II

16.25%

Shares269.7K

Event2026-06-30

Filed2026-07-16

AVEM

AMERICAN CENTY ETF TR

5.27%

Shares138.2K

Event2026-06-30

Filed2026-07-16

SPSB

SPDR SERIES TRUST

6.44%

Shares431.0K

Event2026-06-30

Filed2026-07-16

FENI

FIDELITY COVINGTON TRUST

6.15%

Shares322.3K

Event2026-06-30

Filed2026-07-16

GARP

ISHARES TR

13.46%

Shares151.4K

Event2026-06-30

Filed2026-07-16

SCHG

SCHWAB STRATEGIC TR

3.98%

Shares365.7K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

-4.53%

Shares150.2K

Event2026-06-30

Filed2026-07-16

FSTA

FIDELITY COVINGTON TRUST

1.57%

Shares219.2K

Event2026-06-30

Filed2026-07-16

SPHQ

INVESCO EXCHANGE TRADED FD T

-3.51%

Shares124.6K

Event2026-06-30

Filed2026-07-16

LMBS

FIRST TR EXCHANGE-TRADED FD

3303.74%

Shares219.6K

Event2026-06-30

Filed2026-07-16

IMCG

ISHARES TR

13.48%

Shares111.1K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.56%

Shares20.0K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

-2.24%

Shares12.7K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-3.42%

Shares47.3K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

-2.08%

Shares18.3K

Event2026-06-30

Filed2026-07-16

RDVY

FIRST TR EXCHANGE TRADED FD

4.30%

Shares115.8K

Event2026-06-30

Filed2026-07-16

SDVY

FIRST TR EXCHANGE TRADED FD

-1.76%

Shares211.6K

Event2026-06-30

Filed2026-07-16

SJNK

SPDR SERIES TRUST

4.46%

Shares362.6K

Event2026-06-30

Filed2026-07-16

AVDE

AMERICAN CENTY ETF TR

30.45%

Shares93.8K

Event2026-06-30

Filed2026-07-16

DFIV

DIMENSIONAL ETF TRUST

-0.33%

Shares152.9K

Event2026-06-30

Filed2026-07-16

VGSH

VANGUARD SCOTTSDALE FDS

8.15%

Shares141.3K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

1.79%

Shares25.1K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

0.19%

Shares106.1K

Event2026-06-30

Filed2026-07-16

UCON

FIRST TR EXCHNG TRADED FD VI

-3.11%

Shares303.2K

Event2026-06-30

Filed2026-07-16

SPTI

SPDR SERIES TRUST

-47.29%

Shares259.2K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

-7.77%

Shares48.3K

Event2026-06-30

Filed2026-07-16

VTIP

VANGUARD MALVERN FDS

32.24%

Shares140.8K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-1.54%

Shares19.5K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

-4.45%

Shares29.0K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

0.32%

Shares6.9K

Event2026-06-30

Filed2026-07-16

ISCG

ISHARES TR

18.82%

Shares98.2K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

0.04%

Shares19.1K

Event2026-06-30

Filed2026-07-16

MUNI

PIMCO ETF TR

3.48%

Shares118.5K

Event2026-06-30

Filed2026-07-16

SCHD

SCHWAB STRATEGIC TR

-7.58%

Shares193.9K

Event2026-06-30

Filed2026-07-16

XLRE

SELECT SECTOR SPDR TR

10.64%

Shares136.9K

Event2026-06-30

Filed2026-07-16

POCT

INNOVATOR ETFS TRUST

-3.47%

Shares127.9K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

3.17%

Shares16.5K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

-0.88%

Shares15.6K

Event2026-06-30

Filed2026-07-16

SPAB

SPDR SERIES TRUST

-1.88%

Shares221.0K

Event2026-06-30

Filed2026-07-16

JPST

J P MORGAN EXCHANGE TRADED F

31.29%

Shares108.2K

Event2026-06-30

Filed2026-07-16

FLMI

FRANKLIN TEMPLETON ETF TR

41.77%

Shares216.4K

Event2026-06-30

Filed2026-07-16

PANW

PALO ALTO NETWORKS INC

-0.15%

Shares15.8K

Event2026-06-30

Filed2026-07-16

DFAT

DIMENSIONAL ETF TRUST

19.44%

Shares76.2K

Event2026-06-30

Filed2026-07-16

IWP

ISHARES TR

-6.70%

Shares36.0K

Event2026-06-30

Filed2026-07-16

AFL

AFLAC INC

0.02%

Shares42.2K

Event2026-06-30

Filed2026-07-16

VONG

VANGUARD SCOTTSDALE FDS

-9.63%

Shares38.1K

Event2026-06-30

Filed2026-07-16

GLD

SPDR GOLD TR

0.18%

Shares13.2K

Event2026-06-30

Filed2026-07-16

FMAT

FIDELITY COVINGTON TRUST

0.99%

Shares82.1K

Event2026-06-30

Filed2026-07-16

IUSV

ISHARES TR

-38.51%

Shares42.3K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

2.85%

Shares12.5K

Event2026-06-30

Filed2026-07-16

DBEF

DBX ETF TR

56.38%

Shares84.2K

Event2026-06-30

Filed2026-07-16

XLI

SELECT SECTOR SPDR TR

-0.74%

Shares24.2K

Event2026-06-30

Filed2026-07-16

EPD

ENTERPRISE PRODS PARTNERS L

6.75%

Shares115.8K

Event2026-06-30

Filed2026-07-16

VAW

VANGUARD WORLD FD

-4.83%

Shares18.3K

Event2026-06-30

Filed2026-07-16

VSS

VANGUARD INTL EQUITY INDEX F

1.04%

Shares27.0K

Event2026-06-30

Filed2026-07-16

HSCZ

ISHARES TR

32.87%

Shares97.0K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

-1.49%

Shares16.2K

Event2026-06-30

Filed2026-07-16

FBCG

FIDELITY COVINGTON TRUST

35.66%

Shares65.7K

Event2026-06-30

Filed2026-07-16

VYMI

VANGUARD WHITEHALL FDS

-4.73%

Shares41.4K

Event2026-06-30

Filed2026-07-16

FVAL

FIDELITY COVINGTON TRUST

308.62%

Shares50.1K

Event2026-06-30

Filed2026-07-16

MGC

VANGUARD WORLD FD

14.49%

Shares14.3K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

2.01%

Shares3.2K

Event2026-06-30

Filed2026-07-16

ITA

ISHARES TR

8.25%

Shares15.6K

Event2026-06-30

Filed2026-07-16

IWF

ISHARES TR

275.04%

Shares29.1K

Event2026-06-30

Filed2026-07-16

VDC

VANGUARD WORLD FD

1.46%

Shares15.8K

Event2026-06-30

Filed2026-07-16

FTEC

FIDELITY COVINGTON TRUST

17.14%

Shares12.2K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

-4.04%

Shares2.9K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES TR

-3.17%

Shares24.4K

Event2026-06-30

Filed2026-07-16

SMMU

PIMCO ETF TR

17.98%

Shares65.0K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

303.19%

Shares40.0K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

-1.07%

Shares7.5K

Event2026-06-30

Filed2026-07-16

PRF

INVESCO EXCHANGE TRADED FD T

5.24%

Shares56.0K

Event2026-06-30

Filed2026-07-16

DTD

WISDOMTREE TR

-0.51%

Shares31.9K

Event2026-06-30

Filed2026-07-16

IGHG

PROSHARES TR

-3.06%

Shares37.5K

Event2026-06-30

Filed2026-07-16

XLE

SELECT SECTOR SPDR TR

-12.20%

Shares54.5K

Event2026-06-30

Filed2026-07-16

EVMO

MORGAN STANLEY ETF TRUST

25.02%

Shares57.4K

Event2026-06-30

Filed2026-07-16

PJUL

INNOVATOR ETFS TRUST

-17.29%

Shares58.0K

Event2026-06-30

Filed2026-07-16

HWM

HOWMET AEROSPACE INC

11.25%

Shares10.4K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

0.09%

Shares33.6K

Event2026-06-30

Filed2026-07-16

AVUS

AMERICAN CENTY ETF TR

0.21%

Shares21.1K

Event2026-06-30

Filed2026-07-16

XMMO

INVESCO EXCHANGE TRADED FD T

2.83%

Shares15.6K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

-1.36%

Shares11.1K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

-3.74%

Shares22.9K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

-1.31%

Shares5.1K

Event2026-06-30

Filed2026-07-16

XLY

SELECT SECTOR SPDR TR

-9.44%

Shares21.7K

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP NEW

-3.29%

Shares20.0K

Event2026-06-30

Filed2026-07-16

FYC

FIRST TR EXCHANGE-TRADED ALP

-0.35%

Shares19.6K

Event2026-06-30

Filed2026-07-16

NANR

SPDR INDEX SHS FDS

31.95%

Shares32.3K

Event2026-06-30

Filed2026-07-16

CMI

CUMMINS INC

-12.67%

Shares3.4K

Event2026-06-30

Filed2026-07-16

XLK

SELECT SECTOR SPDR TR

-8.48%

Shares12.6K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

-1.82%

Shares6.5K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

-0.90%

Shares13.4K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

-2.45%

Shares5.9K

Event2026-06-30

Filed2026-07-16

VCIT

VANGUARD SCOTTSDALE FDS

-35.48%

Shares25.6K

Event2026-06-30

Filed2026-07-16

S&P GLOBAL INC

-6.85%

Shares5.2K

Event2026-06-30

Filed2026-07-16

IHI

ISHARES TR

-67.78%

Shares42.4K

Event2026-06-30

Filed2026-07-16

WORLD GOLD TR

4.92%

Shares26.1K

Event2026-06-30

Filed2026-07-16

VISA INC

-8.20%

Shares5.9K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

0.66%

Shares7.0K

Event2026-06-30

Filed2026-07-16

NOCT

INNOVATOR ETFS TRUST

-1.95%

Shares31.2K

Event2026-06-30

Filed2026-07-16

DGRO

ISHARES TR

0.32%

Shares25.6K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

0.58%

Shares7.7K

Event2026-06-30

Filed2026-07-16

SPYV

SPDR SERIES TRUST

-20.58%

Shares31.6K

Event2026-06-30

Filed2026-07-16

IYW

ISHARES TR

59.14%

Shares7.6K

Event2026-06-30

Filed2026-07-16

NLR

VANECK ETF TRUST

7.18%

Shares16.1K

Event2026-06-30

Filed2026-07-16

CALF

PACER FDS TR

-2.98%

Shares35.6K

Event2026-06-30

Filed2026-07-16

SELECT SECTOR SPDR TR

-6.64%

Shares39.1K

Event2026-06-30

Filed2026-07-16

IWB

ISHARES TR

-0.12%

Shares4.3K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

8.54%

Shares28.8K

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP INC

0.04%

Shares23.7K

Event2026-06-30

Filed2026-07-16

FMDE

FIDELITY COVINGTON TRUST

4.34%

Shares41.6K

Event2026-06-30

Filed2026-07-16

FDVV

FIDELITY COVINGTON TRUST

-19.29%

Shares27.8K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

-10.61%

Shares2.7K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

-15.71%

Shares8.4K

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELEC PWR CO INC

-2.15%

Shares11.3K

Event2026-06-30

Filed2026-07-16

OEF

ISHARES TR

-13.18%

Shares4.2K

Event2026-06-30

Filed2026-07-16

NSC

NORFOLK SOUTHN CORP

0.41%

Shares4.7K

Event2026-06-30

Filed2026-07-16

DIS

DISNEY WALT CO

32.93%

Shares15.2K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES TR

-1.61%

Shares6.0K

Event2026-06-30

Filed2026-07-16

FXO

FIRST TR EXCHANGE-TRADED FD

-1.56%

Shares22.8K

Event2026-06-30

Filed2026-07-16

VBR

VANGUARD INDEX FDS

-1.97%

Shares5.9K

Event2026-06-30

Filed2026-07-16

QTUM

ETF SER SOLUTIONS

-4.34%

Shares8.5K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

-1.75%

Shares32.2K

Event2026-06-30

Filed2026-07-16

AVDV

AMERICAN CENTY ETF TR

-1.55%

Shares13.0K

Event2026-06-30

Filed2026-07-16

FAD

FIRST TR EXCHANGE-TRADED ALP

3.44%

Shares6.7K

Event2026-06-30

Filed2026-07-16

SPYG

SPDR SERIES TRUST

0.85%

Shares10.8K

Event2026-06-30

Filed2026-07-16

ISCF

ISHARES TR

-2.58%

Shares29.2K

Event2026-06-30

Filed2026-07-16

FELC

FIDELITY COVINGTON TRUST

-6.75%

Shares29.2K

Event2026-06-30

Filed2026-07-16

XLV

SELECT SECTOR SPDR TR

-2.00%

Shares7.6K

Event2026-06-30

Filed2026-07-16

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.26%

Shares24.6K

Event2026-06-30

Filed2026-07-16

TFC

TRUIST FINL CORP

-1.11%

Shares23.6K

Event2026-06-30

Filed2026-07-16

VXUS

VANGUARD STAR FDS

1.26%

Shares13.7K

Event2026-06-30

Filed2026-07-16

XLF

SELECT SECTOR SPDR TR

-1.65%

Shares21.6K

Event2026-06-30

Filed2026-07-16

FTGC

FIRST TR EXCHANGE TRAD FD VI

5.58%

Shares42.3K

Event2026-06-30

Filed2026-07-16

SPEM

SPDR INDEX SHS FDS

-11.34%

Shares20.9K

Event2026-06-30

Filed2026-07-16

MDY

STATE STR SPDR S&P MIDCAP 40

44.80%

Shares1.5K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

-3.20%

Shares2.8K

Event2026-06-30

Filed2026-07-16

NNN

NNN REIT INC

-4.76%

Shares22.7K

Event2026-06-30

Filed2026-07-16

FHLC

FIDELITY COVINGTON TRUST

8.82%

Shares12.9K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

0.75%

Shares6.7K

Event2026-06-30

Filed2026-07-16

PFEB

INNOVATOR ETFS TRUST

-1.35%

Shares22.6K

Event2026-06-30

Filed2026-07-16

IWR

ISHARES TR

3.59%

Shares8.8K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

9.42%

Shares6.9K

Event2026-06-30

Filed2026-07-16

IVE

ISHARES TR

-18.65%

Shares4.2K

Event2026-06-30

Filed2026-07-16

FBND

FIDELITY MERRIMACK STR TR

-95.88%

Shares20.9K

Event2026-06-30

Filed2026-07-16

BOEING CO

4.92%

Shares4.4K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

10.94%

Shares882

Event2026-06-30

Filed2026-07-16

VOT

VANGUARD INDEX FDS

-12.64%

Shares3.1K

Event2026-06-30

Filed2026-07-16

IWM

ISHARES TR

3.10%

Shares3.1K

Event2026-06-30

Filed2026-07-16

APPLIED MATLS INC

29.17%

Shares1.2K

Event2026-06-30

Filed2026-07-16

NETFLIX INC.

7.55%

Shares12.5K

Event2026-06-30

Filed2026-07-16

GRID

FIRST TR EXCHANGE-TRADED FD

152.13%

Shares4.7K

Event2026-06-30

Filed2026-07-16

CSX

CSX CORP

-2.59%

Shares18.8K

Event2026-06-30

Filed2026-07-16

JFLX

J P MORGAN EXCHANGE TRADED F

-0.72%

Shares17.5K

Event2026-06-30

Filed2026-07-16

OXY

OCCIDENTAL PETE CORP

New

Shares18.1K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

2.67%

Shares2.1K

Event2026-06-30

Filed2026-07-16

GILD

GILEAD SCIENCES INC

7.01%

Shares6.7K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

13.46%

Shares5.7K

Event2026-06-30

Filed2026-07-16

FNDE

SCHWAB STRATEGIC TR

229.11%

Shares21.0K

Event2026-06-30

Filed2026-07-16

NJUL

INNOVATOR ETFS TRUST

-11.60%

Shares10.6K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

1.53%

Shares6.4K

Event2026-06-30

Filed2026-07-16

VMBS

VANGUARD SCOTTSDALE FDS

-60.73%

Shares17.3K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

3.51%

Shares796

Event2026-06-30

Filed2026-07-16

AT&T INC

0.09%

Shares38.2K

Event2026-06-30

Filed2026-07-16

DFAX

DIMENSIONAL ETF TRUST

53.26%

Shares21.2K

Event2026-06-30

Filed2026-07-16

VHT

VANGUARD WORLD FD

4.82%

Shares2.6K

Event2026-06-30

Filed2026-07-16

AVIG

AMERICAN CENTY ETF TR

-27.34%

Shares18.5K

Event2026-06-30

Filed2026-07-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-16

SOUTHERN CO

-12.05%

Shares7.8K

Event2026-06-30

Filed2026-07-16

UTF

COHEN & STEERS INFRASTRUCTUR

-12.08%

Shares26.0K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

-2.69%

Shares3.8K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

3.20%

Shares1.2K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

9.84%

Shares5.9K

Event2026-06-30

Filed2026-07-16

ROYAL BK CDA

-0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-16

SPACE EXPLORATION TECHN CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-16

FENY

FIDELITY COVINGTON TRUST

-9.39%

Shares22.7K

Event2026-06-30

Filed2026-07-16

UTG

REAVES UTIL INCOME FD

0.39%

Shares16.1K

Event2026-06-30

Filed2026-07-16

IEV

ISHARES TR

0.49%

Shares9.0K

Event2026-06-30

Filed2026-07-16

SDY

SPDR SERIES TRUST

-1.61%

Shares4.3K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

24.70%

Shares1.8K

Event2026-06-30

Filed2026-07-16

XAR

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

SOXX

ISHARES TR

-1.83%

Shares963

Event2026-06-30

Filed2026-07-16

VICR

VICOR CORP

-11.06%

Shares1.6K

Event2026-06-30

Filed2026-07-16

NOC

NORTHROP GRUMMAN CORP

-4.27%

Shares1.2K

Event2026-06-30

Filed2026-07-16

DFAC

DIMENSIONAL ETF TRUST

New

Shares13.5K

Event2026-06-30

Filed2026-07-16

TAFI

AB ACTIVE ETFS INC

New

Shares23.6K

Event2026-06-30

Filed2026-07-16

BSCR

INVESCO EXCH TRD SLF IDX FD

-20.02%

Shares30.2K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

4.58%

Shares7.1K

Event2026-06-30

Filed2026-07-16

ETN

EATON CORP PLC

4.90%

Shares1.4K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMER CORP

0.20%

Shares10.1K

Event2026-06-30

Filed2026-07-16

OCTW

AIM ETF PRODUCTS TRUST

-1.75%

Shares14.0K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESEARCH CORP

32.86%

Shares1.3K

Event2026-06-30

Filed2026-07-16

FPE

FIRST TR EXCH TRADED FD III

0.56%

Shares30.7K

Event2026-06-30

Filed2026-07-16

CWB

SPDR SERIES TRUST

-2.91%

Shares5.0K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC

10.81%

Shares451

Event2026-06-30

Filed2026-07-16

PDI

PIMCO DYNAMIC INCOME FD

1.06%

Shares31.0K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

16.25%

Shares3.8K

Event2026-06-30

Filed2026-07-16

ITB

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-16

NFEB

INNOVATOR ETFS TRUST

-5.37%

Shares16.8K

Event2026-06-30

Filed2026-07-16

BND

VANGUARD BD INDEX FDS

14.05%

Shares6.9K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

0.57%

Shares2.8K

Event2026-06-30

Filed2026-07-16

MPC

MARATHON PETE CORP

18.49%

Shares2.0K

Event2026-06-30

Filed2026-07-16

ROK

ROCKWELL AUTOMATION INC

0.20%

Shares1.0K

Event2026-06-30

Filed2026-07-16

JPRE

J P MORGAN EXCHANGE TRADED F

0.57%

Shares9.3K

Event2026-06-30

Filed2026-07-16

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares500

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-21.32%

Shares1.0K

Event2026-06-30

Filed2026-07-16

VGIT

VANGUARD SCOTTSDALE FDS

2.01%

Shares8.1K

Event2026-06-30

Filed2026-07-16

QQQM

INVESCO EXCH TRADED FD TR II

27.55%

Shares1.6K

Event2026-06-30

Filed2026-07-16

REMX

VANECK ETF TRUST

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-16

UNP

UNION PAC CORP

2.10%

Shares1.7K

Event2026-06-30

Filed2026-07-16

MGK

VANGUARD WORLD FD

400.19%

Shares5.2K

Event2026-06-30

Filed2026-07-16

RPM

RPM INTL INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-16

AIRR

FIRST TR EXCHANGE TRADED FD

New

Shares3.3K

Event2026-06-30

Filed2026-07-16

VDE

VANGUARD WORLD FD

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-16

IAU

ISHARES GOLD TR

-3.93%

Shares5.6K

Event2026-06-30

Filed2026-07-16

FITB

FIFTH THIRD BANCORP

1.39%

Shares7.4K

Event2026-06-30

Filed2026-07-16

VNQ

VANGUARD INDEX FDS

-6.26%

Shares4.3K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

-9.72%

Shares4.6K

Event2026-06-30

Filed2026-07-16

VFH

VANGUARD WORLD FD

-14.20%

Shares3.1K

Event2026-06-30

Filed2026-07-16

SPMO

INVESCO EXCH TRADED FD TR II

0.16%

Shares2.5K

Event2026-06-30

Filed2026-07-16

DSTL

ETF SER SOLUTIONS

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-16

FLOT

ISHARES TR

9.99%

Shares8.0K

Event2026-06-30

Filed2026-07-16

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-16

ONEQ

FIDELITY COMWLTH TR

-8.86%

Shares3.9K

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

8.37%

Shares4.4K

Event2026-06-30

Filed2026-07-16

COPY

RBB FUND TRUST

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-16

IQLT

ISHARES TR

-6.07%

Shares7.8K

Event2026-06-30

Filed2026-07-16

NAPR

INNOVATOR ETFS TRUST

-6.07%

Shares6.3K

Event2026-06-30

Filed2026-07-16

BKIE

BNY MELLON ETF TRUST

-68.54%

Shares3.7K

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORP

0.38%

Shares1.0K

Event2026-06-30

Filed2026-07-16

SPDR SERIES TRUST

-58.62%

Shares4.1K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

-1.93%

Shares1.3K

Event2026-06-30

Filed2026-07-16

XLP

SELECT SECTOR SPDR TR

-10.49%

Shares4.3K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

-1.67%

Shares1.6K

Event2026-06-30

Filed2026-07-16

DVY

ISHARES TR

-1.67%

Shares2.2K

Event2026-06-30

Filed2026-07-16

IWN

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS CO

4.13%

Shares1.0K

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES INC

-18.05%

Shares2.9K

Event2026-06-30

Filed2026-07-16

SMH

VANECK ETF TRUST

New

Shares515

Event2026-06-30

Filed2026-07-16

MGV

VANGUARD WORLD FD

-7.01%

Shares1.9K

Event2026-06-30

Filed2026-07-16

IVT

INVENTRUST PPTYS CORP

2.94%

Shares9.0K

Event2026-06-30

Filed2026-07-16

PAUG

INNOVATOR ETFS TRUST

-4.14%

Shares6.9K

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD INTL EQUITY INDEX F

8.11%

Shares3.7K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

26.62%

Shares899

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

-20.06%

Shares3.0K

Event2026-06-30

Filed2026-07-16

NJAN

INNOVATOR ETFS TRUST

-9.03%

Shares5.2K

Event2026-06-30

Filed2026-07-16

OKE

ONEOK INC NEW

0.31%

Shares3.5K

Event2026-06-30

Filed2026-07-16

IXUS

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-16

PSA

PUBLIC STORAGE

1.39%

Shares949

Event2026-06-30

Filed2026-07-16

BSCS

INVESCO EXCH TRD SLF IDX FD

-33.32%

Shares14.7K

Event2026-06-30

Filed2026-07-16

BAC-PL

BANK OF AMER CORP

-31.50%

Shares237

Event2026-06-30

Filed2026-07-16

DDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-16

ITW

ILLINOIS TOOL WKS INC

-37.41%

Shares1.1K

Event2026-06-30

Filed2026-07-16

PSI

INVESCO EXCHANGE TRADED FD T

New

Shares1.6K

Event2026-06-30

Filed2026-07-16

VGK

VANGUARD INTL EQUITY INDEX F

-10.86%

Shares3.3K

Event2026-06-30

Filed2026-07-16

MARM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-16

WELL

WELLTOWER INC

0.33%

Shares1.2K

Event2026-06-30

Filed2026-07-16

FXL

FIRST TR EXCHANGE-TRADED FD

New

Shares1.3K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL-MYERS SQUIBB CO

0.17%

Shares4.7K

Event2026-06-30

Filed2026-07-16

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-16

ICSH

ISHARES TR

-28.59%

Shares5.2K

Event2026-06-30

Filed2026-07-16

WMB

WILLIAMS COS INC

1.51%

Shares3.4K

Event2026-06-30

Filed2026-07-16

FDX

FEDEX CORP

8.41%

Shares799

Event2026-06-30

Filed2026-07-16

FSMB

FIRST TR EXCH TRADED FD III

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-16

ARK ETF TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-16

AZO

AUTOZONE INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-16

UITB

VICTORY PORTFOLIOS II

1.03%

Shares5.1K

Event2026-06-30

Filed2026-07-16

SPMD

SPDR SERIES TRUST

-0.11%

Shares3.5K

Event2026-06-30

Filed2026-07-16

BSCQ

INVESCO EXCH TRD SLF IDX FD

-38.74%

Shares12.2K

Event2026-06-30

Filed2026-07-16

MCK

MCKESSON CORP

-25.00%

Shares309

Event2026-06-30

Filed2026-07-16

HAP

VANECK ETF TRUST

New

Shares3.4K

Event2026-06-30

Filed2026-07-16

WTAI

WISDOMTREE TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-16

FAF

FIRST AMERN FINL CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-16

SPSM

SPDR SERIES TRUST

New

Shares4.0K

Event2026-06-30

Filed2026-07-16

FTMU

PUTNAM ETF TRUST

43.24%

Shares28.4K

Event2026-06-30

Filed2026-07-16

CVS

CVS HEALTH CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-16

FISERV INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SVCS INC

-1.70%

Shares2.1K

Event2026-06-30

Filed2026-07-16

GWW

WW GRAINGER INC

New

Shares164

Event2026-06-30

Filed2026-07-16

ISHARES TR

-0.13%

Shares2.2K

Event2026-06-30

Filed2026-07-16

XNTK

SPDR SERIES TRUST

New

Shares563

Event2026-06-30

Filed2026-07-16

TRANE TECHNOLOGIES PLC

New

Shares444

Event2026-06-30

Filed2026-07-16

SCHB

SCHWAB STRATEGIC TR

-12.24%

Shares7.5K

Event2026-06-30

Filed2026-07-16

EXPO

EXPONENT INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-16

TIP

ISHARES TR

1.75%

Shares2.0K

Event2026-06-30

Filed2026-07-16

ETW

EATON VANCE TAX-MANAGED GLOB

-0.03%

Shares22.2K

Event2026-06-30

Filed2026-07-16

HCA

HCA HEALTHCARE INC

0.18%

Shares547

Event2026-06-30

Filed2026-07-16

ENB

ENBRIDGE INC

0.51%

Shares3.9K

Event2026-06-30

Filed2026-07-16

PFE

PFIZER INC

-0.02%

Shares8.7K

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRS INC

New

Shares700

Event2026-06-30

Filed2026-07-16

VIOG

VANGUARD ADMIRAL FDS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-16

KMI

KINDER MORGAN INC DEL

0.90%

Shares6.5K

Event2026-06-30

Filed2026-07-16

ETFS GOLD TR

New

Shares5.4K

Event2026-06-30

Filed2026-07-16

FREEPORT MCMORAN INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-16

EQT

EQT CORP

0.29%

Shares3.8K

Event2026-06-30

Filed2026-07-16

NEM

NEWMONT CORP

9.97%

Shares2.2K

Event2026-06-30

Filed2026-07-16

REALTY INCOME CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-16

VOE

VANGUARD INDEX FDS

-8.95%

Shares1.0K

Event2026-06-30

Filed2026-07-16

VFF

VILLAGE FARMS INTL INC

0.00%

Shares86.0K

Event2026-06-30

Filed2026-07-16

AVIR

ATEA PHARMACEUTICALS INC

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-16

JPC

NUVEEN PFD & INCOME OPPORTUN

1.83%

Shares11.7K

Event2026-06-30

Filed2026-07-16

ADT INC DEL

0.02%

Shares10.0K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available