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The Analysis of Concord Wealth Partners's Holdings & P&L

Currently, Concord Wealth Partners holds 885 types of securities in its portfolio with a total value $873.2M. In the most recent quarter, they have increased their positions in MU (+2.9K shares, valued at $3.4M), KLAC (+11.1K shares, valued at $3.4M), SGOV (+33.3K shares, valued at $3.4M); decreased their positions in PANW (-9.4K shares, valued at $3.2M), IEI (-24.6K shares, valued at $2.9M), MCK (-3.5K shares, valued at $2.6M); initiated new positions in MU (+2.9K shares, valued at $3.4M), MRVL (+10.2K shares, valued at $3.0M), AMD (+4.8K shares, valued at $2.8M).

1M P&L

-686.8K-0.09%

3M P&L

-12.7M-1.60%

HY P&L

+29.5M+3.95%

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/A503.3M

64.6%

2Semiconductors54.3M

7.0%

3Consumer Electronics20.2M

2.6%

Top Industries by Stock Count

1N/A342 stocks

43.1%

2Aerospace & Defense22 stocks

2.8%

3Semiconductors18 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION200.2K shares0.34%2026-06-302026-07-27

SPDW SPDR INDEX SHS FDS774.3K shares1.44%2026-06-302026-07-27

HYBL SSGA ACTIVE TR1.3M shares4.00%2026-06-302026-07-27

SPSB SPDR SERIES TRUST1.1M shares2.64%2026-06-302026-07-27

SPTI SPDR SERIES TRUST1.2M shares4.59%2026-06-302026-07-27

SPIB SPDR SERIES TRUST1.0M shares3.87%2026-06-302026-07-27

VGSH VANGUARD SCOTTSDALE FDS568.5K shares5.03%2026-06-302026-07-27

SPYG SPDR SERIES TRUST216.8K shares-3.90%2026-06-302026-07-27

Sponsored

AVEM AMERICAN CENTY ETF TR247.8K shares-0.10%2026-06-302026-07-27

AAPL APPLE INC69.7K shares1.70%2026-06-302026-07-27

DFUS DIMENSIONAL ETF TRUST175.9K shares0.14%2026-06-302026-07-27

MSFT MICROSOFT CORP38.1K shares-7.51%2026-06-302026-07-27

DON WISDOMTREE TR234.6K shares-1.07%2026-06-302026-07-27

BROADCOM INC BROADCOM INC34.0K shares1.94%2026-06-302026-07-27

DWX SPDR INDEX SHS FDS263.4K shares3.54%2026-06-302026-07-27

DFCF DIMENSIONAL ETF TRUST281.9K shares-0.88%2026-06-302026-07-27

Sponsored

GOOGL ALPHABET INC32.5K shares6.34%2026-06-302026-07-27

DFSD DIMENSIONAL ETF TRUST242.6K shares0.67%2026-06-302026-07-27

SPHQ INVESCO EXCHANGE TRADED FD T127.7K shares4.32%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR90.2K shares1.38%2026-06-302026-07-27

AMZN AMAZON COM INC44.4K shares-1.48%2026-06-302026-07-27

XMHQ INVESCO EXCHANGE TRADED FD T92.7K shares4.47%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO31.0K shares0.73%2026-06-302026-07-27

CAT CATERPILLAR INC9.4K shares-3.55%2026-06-302026-07-27

Sponsored

APPLIED MATLS INC APPLIED MATLS INC12.6K shares-8.39%2026-06-302026-07-27

IGRO ISHARES TR90.3K shares-1.07%2026-06-302026-07-27

AVLV AMERICAN CENTY ETF TR84.2K shares-5.98%2026-06-302026-07-27

VIGI VANGUARD WHITEHALL FDS81.4K shares-0.64%2026-06-302026-07-27

DGRO ISHARES TR96.7K shares-3.82%2026-06-302026-07-27

LRCX LAM RESEARCH CORP16.0K shares-7.31%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC12.1K shares-0.35%2026-06-302026-07-27

DFAX DIMENSIONAL ETF TRUST178.3K shares1.04%2026-06-302026-07-27

Sponsored

SGOV ISHARES TR63.5K shares110.13%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC5.7K shares2.56%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC64.3K shares30.43%2026-06-302026-07-27

KO COCA COLA CO68.7K shares-1.74%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP10.0K shares0.53%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON19.8K shares-1.99%2026-06-302026-07-27

MS MORGAN STANLEY24.0K shares1.15%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP35.8K shares2.62%2026-06-302026-07-27

Sponsored

CVS CVS HEALTH CORP46.1K shares12.63%2026-06-302026-07-27

STLD STEEL DYNAMICS INC20.7K shares-0.07%2026-06-302026-07-27

ETN EATON CORP PLC10.8K shares4.71%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC38.2K shares77.26%2026-06-302026-07-27

BIL SPDR SERIES TRUST48.4K shares5.59%2026-06-302026-07-27

LLY ELI LILLY & CO3.7K shares9.15%2026-06-302026-07-27

DFAC DIMENSIONAL ETF TRUST98.0K shares9.75%2026-06-302026-07-27

NOBL PROSHARES TR74.6K shares93.67%2026-06-302026-07-27

Sponsored

UNP UNION PAC CORP15.2K shares-12.87%2026-06-302026-07-27

DUSB DIMENSIONAL ETF TRUST81.0K shares0.91%2026-06-302026-07-27

AMGN AMGEN INC11.1K shares-4.37%2026-06-302026-07-27

VISA INC VISA INC11.6K shares-3.50%2026-06-302026-07-27

TSLA TESLA INC9.4K shares5.70%2026-06-302026-07-27

COP CONOCOPHILLIPS37.9K shares7.45%2026-06-302026-07-27

PG PROCTER & GAMBLE CO26.1K shares1.15%2026-06-302026-07-27

KLAC KLA CORP12.5K shares807.26%2026-06-302026-07-27

Sponsored

GOOG ALPHABET INC10.2K shares3.11%2026-06-302026-07-27

GWW WW GRAINGER INC2.6K shares-5.51%2026-06-302026-07-27

TFC TRUIST FINL CORP69.6K shares-0.28%2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.3K shares17.21%2026-06-302026-07-27

HD HOME DEPOT INC9.6K shares-22.93%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC2.9K sharesnew addition2026-06-302026-07-27

DFAU DIMENSIONAL ETF TRUST65.4K shares10.74%2026-06-302026-07-27

DVYA ISHARES INC70.2K shares-1.35%2026-06-302026-07-27

Sponsored

SMH VANECK ETF TRUST5.1K shares-30.14%2026-06-302026-07-27

DVYE ISHARES INC102.3K shares-0.74%2026-06-302026-07-27

CVX CHEVRON CORPORATION19.8K shares-8.59%2026-06-302026-07-27

WMT WALMART INC27.8K shares-5.00%2026-06-302026-07-27

DIS DISNEY WALT CO32.4K shares11.32%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.1K shares-3.27%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC10.2K sharesnew addition2026-06-302026-07-27

MCD MCDONALDS CORP11.1K shares16.78%2026-06-302026-07-27

Sponsored

CHUBB LIMITED CHUBB LIMITED8.6K shares3.45%2026-06-302026-07-27

DFAS DIMENSIONAL ETF TRUST34.5K shares0.87%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC4.8K sharesnew addition2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR87.2K shares-8.45%2026-06-302026-07-27

FEZ SPDR INDEX SHS FDS40.0K shares-7.33%2026-06-302026-07-27

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC8.3K shares3.02%2026-06-302026-07-27

FNDE SCHWAB STRATEGIC TR68.5K shares-6.67%2026-06-302026-07-27

VGT VANGUARD WORLD FD22.1K shares1814.03%2026-06-302026-07-27

Sponsored

CDNS CADENCE DESIGN SYSTEM INC6.8K shares2.44%2026-06-302026-07-27

DFAI DIMENSIONAL ETF TRUST62.2K shares6.45%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.7K shares-14.10%2026-06-302026-07-27

QQQ INVESCO QQQ TR3.4K shares0.45%2026-06-302026-07-27

XSHD INVESCO EXCH TRADED FD TR II174.6K shares-2.26%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION12.9K shares-10.58%2026-06-302026-07-27

TJX TJX COS INC NEW15.9K shares3.37%2026-06-302026-07-27

INTC INTEL CORP17.2K sharesnew addition2026-06-302026-07-27

Sponsored

HDV ISHARES TR87.4K shares419.45%2026-06-302026-07-27

FLXR TCW ETF TRUST58.6K shares-6.33%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS6.1K shares13.50%2026-06-302026-07-27

DFNM DIMENSIONAL ETF TRUST46.7K shares5.72%2026-06-302026-07-27

SOUTHERN CO SOUTHERN CO21.7K shares-51.68%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS7.3K shares-2.88%2026-06-302026-07-27

SPDR SERIES TRUST SPDR SERIES TRUST23.0K shares-4.78%2026-06-302026-07-27

C CITIGROUP INC14.2K shares-1.89%2026-06-302026-07-27

Sponsored

ABBVIE INC ABBVIE INC7.8K shares0.72%2026-06-302026-07-27

BAC BANK OF AMER CORP34.1K shares0.24%2026-06-302026-07-27

VOO VANGUARD INDEX FDS2.8K shares0.61%2026-06-302026-07-27

IDV ISHARES TR45.7K shares4.93%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC44.7K shares0.83%2026-06-302026-07-27

DUK DUKE ENERGY CORP NEW14.5K shares0.90%2026-06-302026-07-27

CL COLGATE PALMOLIVE CO20.0K shares8.49%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR9.2K shares407.90%2026-06-302026-07-27

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC24.2K shares-0.33%2026-06-302026-07-27

JEPI J P MORGAN EXCHANGE TRADED F28.2K shares-41.76%2026-06-302026-07-27

AFL AFLAC INC12.8K shares0.58%2026-06-302026-07-27

ITW ILLINOIS TOOL WKS INC5.4K shares5.74%2026-06-302026-07-27

WFC WELLS FARGO & CO16.6K shares-1.72%2026-06-302026-07-27

SRLN SSGA ACTIVE ETF TR32.9K shares-28.45%2026-06-302026-07-27

IYW ISHARES TR5.2K shares-0.84%2026-06-302026-07-27

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F21.3K shares-3.65%2026-06-302026-07-27

Sponsored

ORACLE CORP ORACLE CORP8.8K shares3.11%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.7K shares0.29%2026-06-302026-07-27

TDV PROSHARES TR12.1K shares-9.61%2026-06-302026-07-27

SPDG SPDR SERIES TRUST27.0K shares-6.87%2026-06-302026-07-27

QCOM QUALCOMM INC6.6K shares6.51%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO20.9K shares0.27%2026-06-302026-07-27

LIN LINDE PLC2.3K shares4.03%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS7.4K shares-6.00%2026-06-302026-07-27

Sponsored

PFE PFIZER INC47.8K shares2.45%2026-06-302026-07-27

DVN DEVON ENERGY CORP NEW27.8K sharesnew addition2026-06-302026-07-27

VCIT VANGUARD SCOTTSDALE FDS13.4K shares8.84%2026-06-302026-07-27

PEP PEPSICO INC8.2K shares1.02%2026-06-302026-07-27

BLK BLACKROCK INC1.1K shares0.53%2026-06-302026-07-27

DRI DARDEN RESTAURANTS INC5.3K shares-0.54%2026-06-302026-07-27

CRM SALESFORCE INC6.9K shares-48.94%2026-06-302026-07-27

DIA STATE STR SPDR DOW JONES IND1.9K shares2.36%2026-06-302026-07-27

Sponsored

MMC MARSH & MCLENNAN COS INC6.1K shares-2.74%2026-06-302026-07-27

SHV ISHARES TR9.0K shares-4.13%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares-5.49%2026-06-302026-07-27

SERVICENOW INC SERVICENOW INC9.8K shares-35.21%2026-06-302026-07-27

XOP SPDR SERIES TRUST6.0K sharesnew addition2026-06-302026-07-27

FLTR VANECK ETF TRUST34.6K shares-4.83%2026-06-302026-07-27

ISHARES TR ISHARES TR1.2K shares3.37%2026-06-302026-07-27

CMCSA COMCAST CORP NEW33.6K shares-23.77%2026-06-302026-07-27

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-27

GLW CORNING INC2.8K shares-3.13%2026-06-302026-07-27

PNC PNC FINL SVCS GROUP INC2.9K shares0.00%2026-06-302026-07-27

PYLD PIMCO ETF TR26.2K shares11.68%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.9K sharesnew addition2026-06-302026-07-27

MO ALTRIA GROUP INC9.4K shares0.42%2026-06-302026-07-27

LOW LOWES COS INC2.9K shares4.62%2026-06-302026-07-27

DFSB DIMENSIONAL ETF TRUST12.0K shares0.39%2026-06-302026-07-27

Sponsored

MPC MARATHON PETE CORP2.4K shares0.00%2026-06-302026-07-27

JQUA J P MORGAN EXCHANGE TRADED F8.5K shares-4.69%2026-06-302026-07-27

SWKS SKYWORKS SOLUTIONS INC8.6K shares-0.38%2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS9.6K shares22.32%2026-06-302026-07-27

IWM ISHARES TR1.9K shares0.38%2026-06-302026-07-27

RPV INVESCO EXCHANGE TRADED FD T4.8K shares-4.03%2026-06-302026-07-27

DELL DELL TECHNOLOGIES INC1.2K shares-25.92%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS7.0K sharesnew addition2026-06-302026-07-27

Sponsored

S&P GLOBAL INC S&P GLOBAL INC1.3K shares4.86%2026-06-302026-07-27

USMV ISHARES TR5.3K shares-6.90%2026-06-302026-07-27

FVAL FIDELITY COVINGTON TRUST6.3K shares0.37%2026-06-302026-07-27

ASML ASML HLDG NV233 sharesnew addition2026-06-302026-07-27

DFAE DIMENSIONAL ETF TRUST11.4K shares14.56%2026-06-302026-07-27

BKLN INVESCO EXCH TRADED FD TR II21.8K shares-3.32%2026-06-302026-07-27

DFSV DIMENSIONAL ETF TRUST11.0K shares22.87%2026-06-302026-07-27

MAR MARRIOTT INTL INC NEW1.1K shares0.00%2026-06-302026-07-27

Sponsored

EFA ISHARES TR3.9K shares1.55%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II1.3K shares-7.02%2026-06-302026-07-27

DFIC DIMENSIONAL ETF TRUST10.4K shares67.98%2026-06-302026-07-27

EMR EMERSON ELEC CO2.7K shares11.11%2026-06-302026-07-27

XEL XCEL ENERGY INC4.6K shares0.00%2026-06-302026-07-27

TXN TEXAS INSTRS INC1.2K shares-9.97%2026-06-302026-07-27

SPAB SPDR SERIES TRUST14.3K shares-2.58%2026-06-302026-07-27

DGCB DIMENSIONAL ETF TRUST6.7K shares6.28%2026-06-302026-07-27

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.6K shares9.83%2026-06-302026-07-27

MBSF VALUED ADVISERS TR13.4K sharesnew addition2026-06-302026-07-27

FTEC FIDELITY COVINGTON TRUST1.2K shares0.09%2026-06-302026-07-27

CSX CSX CORP6.9K shares-0.01%2026-06-302026-07-27

BTI BRITISH AMERN TOB PLC5.3K shares0.00%2026-06-302026-07-27

ISRG INTUITIVE SURGICAL INC823 shares-0.48%2026-06-302026-07-27

IJR ISHARES TR2.2K shares-2.92%2026-06-302026-07-27

TMO THERMO FISHER SCIENTIFIC INC649 shares17.57%2026-06-302026-07-27

Sponsored

JBL JABIL INC843 shares-1.40%2026-06-302026-07-27

DFIV DIMENSIONAL ETF TRUST5.9K shares0.98%2026-06-302026-07-27

GEV GE VERNOVA INC269 shares0.00%2026-06-302026-07-27

XLY SELECT SECTOR SPDR TR2.7K sharesnew addition2026-06-302026-07-27

SYK STRYKER CORPORATION990 shares12.37%2026-06-302026-07-27

PH PARKER-HANNIFIN CORP318 shares38.86%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC639 shares-1.84%2026-06-302026-07-27

DE DEERE & CO481 shares19.95%2026-06-302026-07-27

Sponsored

HYT BLACKROCK CORPOR HI YLD FD I35.6K shares2.75%2026-06-302026-07-27

DSI ISHARES TR2.1K shares-3.46%2026-06-302026-07-27

SLYV SPDR SERIES TRUST2.7K shares13.36%2026-06-302026-07-27

DFSU DIMENSIONAL ETF TRUST6.3K shares0.24%2026-06-302026-07-27

VXUS VANGUARD STAR FDS3.4K sharesnew addition2026-06-302026-07-27

GE GE AEROSPACE763 shares0.00%2026-06-302026-07-27

DFGP DIMENSIONAL ETF TRUST5.2K shares1.16%2026-06-302026-07-27

MTZ MASTEC INC656 shares0.00%2026-06-302026-07-27

Sponsored

APD AIR PRODUCTS AND CHEMICALS I926 shares0.43%2026-06-302026-07-27

EEM ISHARES TR3.9K shares-0.35%2026-06-302026-07-27

IYZ ISHARES TR6.3K sharesnew addition2026-06-302026-07-27

XLC SELECT SECTOR SPDR TR2.4K sharesnew addition2026-06-302026-07-27

VOOG VANGUARD ADMIRAL FDS INC3.1K shares500.19%2026-06-302026-07-27

VRT VERTIV HOLDINGS CO770 sharesnew addition2026-06-302026-07-27

AEP AMERICAN ELEC PWR CO INC1.9K shares-8.94%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.19%2026-06-302026-07-27

Sponsored

IEI ISHARES TR2.1K shares-92.04%2026-06-302026-07-27

XSW SPDR SERIES TRUST1.5K sharesnew addition2026-06-302026-07-27

JPC NUVEEN PFD & INCOME OPPORTUN31.3K shares11.18%2026-06-302026-07-27

VYMI VANGUARD WHITEHALL FDS2.5K shares0.00%2026-06-302026-07-27

IGSB ISHARES TR4.6K shares-3.84%2026-06-302026-07-27

CGW INVESCO EXCH TRADED FD TR II3.6K shares-0.63%2026-06-302026-07-27

MGK VANGUARD WORLD FD2.7K sharesnew addition2026-06-302026-07-27

VSDB VANGUARD MALVERN FDS3.1K shares0.96%2026-06-302026-07-27

Sponsored

BTC GRAYSCALE BITCOIN MINI TR ET8.8K shares0.00%2026-06-302026-07-27

MRK MERCK & CO INC1.8K sharesnew addition2026-06-302026-07-27

BIV VANGUARD BD INDEX FDS2.9K shares-0.68%2026-06-302026-07-27

SCHI SCHWAB STRATEGIC TR9.9K shares0.00%2026-06-302026-07-27

DVY ISHARES TR1.4K shares1.19%2026-06-302026-07-27

DISV DIMENSIONAL ETF TRUST5.2K sharesnew addition2026-06-302026-07-27

GLD SPDR GOLD TR567 shares0.00%2026-06-302026-07-27

DY DYCOM INDS INC410 sharesnew addition2026-06-302026-07-27

Sponsored

ESGV VANGUARD WORLD FD1.6K sharesnew addition2026-06-302026-07-27

XT ISHARES TR2.4K sharesnew addition2026-06-302026-07-27

NVS NOVARTIS AG1.3K sharesnew addition2026-06-302026-07-27

PDI PIMCO DYNAMIC INCOME FD11.8K shares4.10%2026-06-302026-07-27

IJH ISHARES TR2.5K sharesnew addition2026-06-302026-07-27

VOE VANGUARD INDEX FDS977 sharesnew addition2026-06-302026-07-27

ABT ABBOTT LABORATORIES2.1K shares-87.17%2026-06-302026-07-27

HYMB SPDR SERIES TRUST7.3K sharesnew addition2026-06-302026-07-27

Sponsored

ARTY ISHARES TR2.4K sharesnew addition2026-06-302026-07-27

HYD VANECK ETF TRUST3.6K sharesnew addition2026-06-302026-07-27

VIK VIKING HOLDINGS LTD1.7K sharesnew addition2026-06-302026-07-27

DFIP DIMENSIONAL ETF TRUST4.4K sharesnew addition2026-06-302026-07-27

SPYV SPDR SERIES TRUST3.0K shares-16.43%2026-06-302026-07-27

NGG NATIONAL GRID PLC2.2K sharesnew addition2026-06-302026-07-27

EUSA ISHARES INC1.5K sharesnew addition2026-06-302026-07-27

STIP ISHARES TR1.6K sharesnew addition2026-06-302026-07-27

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COHR COHERENT CORP422 sharesnew addition2026-06-302026-07-27

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HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC714 sharesnew addition2026-06-302026-07-27

CI THE CIGNA GROUP571 sharesnew addition2026-06-302026-07-27

IJJ ISHARES TR1.1K sharesnew addition2026-06-302026-07-27

PAVE GLOBAL X FDS2.6K sharesnew addition2026-06-302026-07-27

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VTIP VANGUARD MALVERN FDS3.0K sharesnew addition2026-06-302026-07-27

DFGX DIMENSIONAL ETF TRUST2.8K sharesnew addition2026-06-302026-07-27

HYG ISHARES TR1.9K sharesnew addition2026-06-302026-07-27

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MCK MCKESSON CORP198 shares-94.60%2026-06-302026-07-27

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BNDX VANGUARD CHARLOTTE FDS3.0K sharesnew addition2026-06-302026-07-27

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ISHARES TR ISHARES TR1.5K sharesnew addition2026-06-302026-07-27

NULV NUSHARES ETF TR2.9K sharesnew addition2026-06-302026-07-27

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VTEB VANGUARD MUN BD FDS2.8K shares-53.59%2026-06-302026-07-27

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SCHG SCHWAB STRATEGIC TR4.0K sharesnew addition2026-06-302026-07-27

DXUV DIMENSIONAL ETF TRUST2.0K sharesnew addition2026-06-302026-07-27

OMFL INVESCO EXCH TRD SLF IDX FD1.9K sharesnew addition2026-06-302026-07-27

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LHX L3HARRIS TECHNOLOGIES INC444 sharesnew addition2026-06-302026-07-27

UPS UNITED PARCEL SVCS INC1.2K sharesnew addition2026-06-302026-07-27

DTE DTE ENERGY CO821 sharesnew addition2026-06-302026-07-27

WDC WESTERN DIGITAL CORP195 sharesnew addition2026-06-302026-07-27

B BARRICK MNG CORP3.4K sharesnew addition2026-06-302026-07-27

ET ENERGY TRANSFER L P6.3K sharesnew addition2026-06-302026-07-27

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CGNX COGNEX CORP1.6K sharesnew addition2026-06-302026-07-27

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T AT&T INC5.7K sharesnew addition2026-06-302026-07-27

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AUB ATLANTIC UN BANKSHARES CORP2.7K sharesnew addition2026-06-302026-07-27

IUSG ISHARES TR607 sharesnew addition2026-06-302026-07-27

IWV ISHARES TR263 sharesnew addition2026-06-302026-07-27

IMCG ISHARES TR1.1K sharesnew addition2026-06-302026-07-27

CCJ CAMECO CORP1.1K sharesnew addition2026-06-302026-07-27

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SCHP SCHWAB STRATEGIC TR4.1K sharesnew addition2026-06-302026-07-27

SCHW SCHWAB CHARLES CORP1.2K sharesnew addition2026-06-302026-07-27

IWD ISHARES TR447 sharesnew addition2026-06-302026-07-27

VONG VANGUARD SCOTTSDALE FDS844 sharesnew addition2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC312 shares-96.80%2026-06-302026-07-27

GM GENERAL MTRS CO1.4K sharesnew addition2026-06-302026-07-27

VBK VANGUARD INDEX FDS278 sharesnew addition2026-06-302026-07-27

HNGE HINGE HEALTH INC1.2K sharesnew addition2026-06-302026-07-27

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VXF VANGUARD INDEX FDS405 sharesnew addition2026-06-302026-07-27

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IEMG ISHARES INC1.2K sharesnew addition2026-06-302026-07-27

IHI ISHARES TR1.9K sharesnew addition2026-06-302026-07-27

VLO VALERO ENERGY CORP364 sharesnew addition2026-06-302026-07-27

PFG PRINCIPAL FINANCIAL GROUP IN878 sharesnew addition2026-06-302026-07-27

CLF CLEVELAND-CLIFFS INC NEW10.1K shares0.00%2026-06-302026-07-27

PLD PROLOGIS INC.685 sharesnew addition2026-06-302026-07-27

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FIVE FIVE BELOW INC500 sharesnew addition2026-06-302026-07-27

FLEX FLEX LTD553 sharesnew addition2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.1.2K sharesnew addition2026-06-302026-07-27

IJS ISHARES TR643 sharesnew addition2026-06-302026-07-27

WEC WEC ENERGY GROUP INC750 sharesnew addition2026-06-302026-07-27

DCOR DIMENSIONAL ETF TRUST1.1K sharesnew addition2026-06-302026-07-27

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP503 sharesnew addition2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR538 sharesnew addition2026-06-302026-07-27

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IJT ISHARES TR466 sharesnew addition2026-06-302026-07-27

HRL HORMEL FOODS CORP3.3K sharesnew addition2026-06-302026-07-27

XLF SELECT SECTOR SPDR TR1.5K sharesnew addition2026-06-302026-07-27

SCYB SCHWAB STRATEGIC TR3.1K sharesnew addition2026-06-302026-07-27

WAB WABTEC300 sharesnew addition2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F1.4K sharesnew addition2026-06-302026-07-27

KRYS KRYSTAL BIOTECH INC213 sharesnew addition2026-06-302026-07-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL81 sharesnew addition2026-06-302026-07-27

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TLT ISHARES TR888 sharesnew addition2026-06-302026-07-27

VBIL VANGUARD INSTL INDEX FD1.0K sharesnew addition2026-06-302026-07-27

KMB KIMBERLY-CLARK CORP684 sharesnew addition2026-06-302026-07-27

IGM ISHARES TR456 sharesnew addition2026-06-302026-07-27

USHY ISHARES TR2.0K sharesnew addition2026-06-302026-07-27

QTUM ETF SER SOLUTIONS443 sharesnew addition2026-06-302026-07-27

TEL TE CONNECTIVITY PLC361 sharesnew addition2026-06-302026-07-27

XLI SELECT SECTOR SPDR TR389 sharesnew addition2026-06-302026-07-27

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MDU MDU RES GROUP INC3.4K sharesnew addition2026-06-302026-07-27

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION492 sharesnew addition2026-06-302026-07-27

KNF KNIFE RIVER CORP847 sharesnew addition2026-06-302026-07-27

APPN APPIAN CORP3.0K sharesnew addition2026-06-302026-07-27

KMI KINDER MORGAN INC DEL2.2K sharesnew addition2026-06-302026-07-27

VUG VANGUARD INDEX FDS782 sharesnew addition2026-06-302026-07-27

DFEM DIMENSIONAL ETF TRUST1.6K sharesnew addition2026-06-302026-07-27

F FORD MTR CO4.7K sharesnew addition2026-06-302026-07-27

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BDX BECTON DICKINSON & CO430 sharesnew addition2026-06-302026-07-27

WPC WP CAREY INC907 sharesnew addition2026-06-302026-07-27

IVW ISHARES TR466 sharesnew addition2026-06-302026-07-27

VTV VANGUARD INDEX FDS292 sharesnew addition2026-06-302026-07-27

ASTRAZENECA PLC ASTRAZENECA PLC335 sharesnew addition2026-06-302026-07-27

MEDTRONIC PLC MEDTRONIC PLC806 sharesnew addition2026-06-302026-07-27

LVHI LEGG MASON ETF INVT1.5K sharesnew addition2026-06-302026-07-27

BA BOEING CO287 sharesnew addition2026-06-302026-07-27

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BKNG BOOKING HOLDINGS INC346 sharesnew addition2026-06-302026-07-27

MDYG SPDR SERIES TRUST548 sharesnew addition2026-06-302026-07-27

WPM WHEATON PRECIOUS METALS CORP545 sharesnew addition2026-06-302026-07-27

GOVI INVESCO EXCH TRADED FD TR II2.2K sharesnew addition2026-06-302026-07-27

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC200 sharesnew addition2026-06-302026-07-27

VO VANGUARD INDEX FDS747 sharesnew addition2026-06-302026-07-27

DTM DT MIDSTREAM INC410 sharesnew addition2026-06-302026-07-27

WSM WILLIAMS SONOMA INC258 sharesnew addition2026-06-302026-07-27

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ITA ISHARES TR248 sharesnew addition2026-06-302026-07-27

SPMB SPDR SERIES TRUST2.7K sharesnew addition2026-06-302026-07-27

BURLINGTON STORES INC BURLINGTON STORES INC188 sharesnew addition2026-06-302026-07-27

IWR ISHARES TR535 sharesnew addition2026-06-302026-07-27

SOUTHSTATE BK CORP SOUTHSTATE BK CORP587 sharesnew addition2026-06-302026-07-27

MLM MARTIN MARIETTA MATLS INC100 sharesnew addition2026-06-302026-07-27

ARM ARM HOLDINGS PLC161 sharesnew addition2026-06-302026-07-27

RDDT REDDIT INC324 sharesnew addition2026-06-302026-07-27

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IUSV ISHARES TR508 sharesnew addition2026-06-302026-07-27

FMAT FIDELITY COVINGTON TRUST949 sharesnew addition2026-06-302026-07-27

FITB FIFTH THIRD BANCORP979 sharesnew addition2026-06-302026-07-27

HOOD ROBINHOOD MKTS INC533 sharesnew addition2026-06-302026-07-27

BIP BROOKFIELD INFRASTRUCTURE PA1.4K sharesnew addition2026-06-302026-07-27

FANG DIAMONDBACK ENERGY INC300 sharesnew addition2026-06-302026-07-27

NSC NORFOLK SOUTHN CORP167 sharesnew addition2026-06-302026-07-27

MSEX MIDDLESEX WTR CO925 sharesnew addition2026-06-302026-07-27

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FTMA PUTNAM ETF TRUST5.7K sharesnew addition2026-06-302026-07-27

FCBC FIRST CMNTY BANKSHARES INC V1.1K sharesnew addition2026-06-302026-07-27

MWH SOLV ENERGY INC1.5K sharesnew addition2026-06-302026-07-27

MET METLIFE INC596 sharesnew addition2026-06-302026-07-27

KEY KEYCORP2.2K sharesnew addition2026-06-302026-07-27

SPTM SPDR SERIES TRUST552 sharesnew addition2026-06-302026-07-27

CEG CONSTELLATION ENERGY CORP200 sharesnew addition2026-06-302026-07-27

SCHX SCHWAB STRATEGIC TR1.7K sharesnew addition2026-06-302026-07-27

Sponsored

ITOT ISHARES TR300 sharesnew addition2026-06-302026-07-27

IVE ISHARES TR217 sharesnew addition2026-06-302026-07-27

ARK ETF TR ARK ETF TR372 sharesnew addition2026-06-302026-07-27

VIOO VANGUARD ADMIRAL FDS INC355 sharesnew addition2026-06-302026-07-27

IXC ISHARES TR987 sharesnew addition2026-06-302026-07-27

PHYS SPROTT ASSET MANAGEMENT LP1.6K sharesnew addition2026-06-302026-07-27

IWP ISHARES TR328 sharesnew addition2026-06-302026-07-27

PSLV SPROTT ASSET MANAGEMENT LP2.5K sharesnew addition2026-06-302026-07-27

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DG DOLLAR GEN CORP410 sharesnew addition2026-06-302026-07-27

PPL CORP PPL CORP1.3K sharesnew addition2026-06-302026-07-27

TPR TAPESTRY INC312 sharesnew addition2026-06-302026-07-27

VB VANGUARD INDEX FDS150 sharesnew addition2026-06-302026-07-27

MTB M & T BK CORP182 sharesnew addition2026-06-302026-07-27

RY ROYAL BK CDA207 sharesnew addition2026-06-302026-07-27

NEM NEWMONT CORP457 sharesnew addition2026-06-302026-07-27

ENB ENBRIDGE INC788 sharesnew addition2026-06-302026-07-27

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VAW VANGUARD WORLD FD185 sharesnew addition2026-06-302026-07-27

VDC VANGUARD WORLD FD188 sharesnew addition2026-06-302026-07-27

GSK PLC GSK PLC806 sharesnew addition2026-06-302026-07-27

IDU ISHARES TR366 sharesnew addition2026-06-302026-07-27

LYG LLOYDS BANKING GROUP PLC7.2K sharesnew addition2026-06-302026-07-27

MUB ISHARES TR388 sharesnew addition2026-06-302026-07-27

PM PHILIP MORRIS INTL INC228 sharesnew addition2026-06-302026-07-27

RZV INVESCO EXCHANGE TRADED FD T276 sharesnew addition2026-06-302026-07-27

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YUMC YUM CHINA HLDGS INC1.0K sharesnew addition2026-06-302026-07-27

SIXG ETF SER SOLUTIONS429 sharesnew addition2026-06-302026-07-27

ETR ENTERGY CORP NEW353 sharesnew addition2026-06-302026-07-27

AOR ISHARES TR582 sharesnew addition2026-06-302026-07-27

AEM AGNICO EAGLE MINES LTD253 sharesnew addition2026-06-302026-07-27

HPE HEWLETT PACKARD ENTERPRISE C867 sharesnew addition2026-06-302026-07-27

DUHP DIMENSIONAL ETF TRUST922 sharesnew addition2026-06-302026-07-27

SOLS SOLSTICE ADVANCED MATLS INC424 sharesnew addition2026-06-302026-07-27

Sponsored

RACE FERRARI N V100 sharesnew addition2026-06-302026-07-27

WMB WILLIAMS COS INC500 sharesnew addition2026-06-302026-07-27

STRL STERLING INFRASTRUCTURE INC44 sharesnew addition2026-06-302026-07-27

VMC VULCAN MATLS CO125 sharesnew addition2026-06-302026-07-27

ESGU ISHARES TR222 sharesnew addition2026-06-302026-07-27

IYJ ISHARES TR216 sharesnew addition2026-06-302026-07-27

SHEL SHELL PLC464 sharesnew addition2026-06-302026-07-27

VCR VANGUARD WORLD FD90 sharesnew addition2026-06-302026-07-27

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC300 sharesnew addition2026-06-302026-07-27

HLT HILTON WORLDWIDE HLDGS INC107 sharesnew addition2026-06-302026-07-27

NUSHARES ETF TR NUSHARES ETF TR809 sharesnew addition2026-06-302026-07-27

MSI MOTOROLA SOLUTIONS INC84 sharesnew addition2026-06-302026-07-27

PKE PARK AEROSPACE CORP910 sharesnew addition2026-06-302026-07-27

SHOP SHOPIFY INC300 sharesnew addition2026-06-302026-07-27

TM TOYOTA MOTOR CORP203 sharesnew addition2026-06-302026-07-27

PCY INVESCO EXCH TRADED FD TR II1.6K sharesnew addition2026-06-302026-07-27

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY87 sharesnew addition2026-06-302026-07-27

AIZ ASSURANT INC125 sharesnew addition2026-06-302026-07-27

MDY STATE STR SPDR S&P MIDCAP 4047 sharesnew addition2026-06-302026-07-27

DOW DOW HLDGS INC1.2K sharesnew addition2026-06-302026-07-27

FDVV FIDELITY COVINGTON TRUST549 sharesnew addition2026-06-302026-07-27

FDRR FIDELITY COVINGTON TRUST507 sharesnew addition2026-06-302026-07-27

ROG ROGERS CORP200 sharesnew addition2026-06-302026-07-27

QQQE DIREXION SHARES ETF TRUST266 sharesnew addition2026-06-302026-07-27

Sponsored

ROBO EXCHANGE TRADED CONCEPTS TRU377 sharesnew addition2026-06-302026-07-27

QUAL ISHARES TR146 sharesnew addition2026-06-302026-07-27

OXY OCCIDENTAL PETE CORP653 sharesnew addition2026-06-302026-07-27

ISHARES TR ISHARES TR315 sharesnew addition2026-06-302026-07-27

VIS VANGUARD WORLD FD86 sharesnew addition2026-06-302026-07-27

COF CAPITAL ONE FINL CORP152 sharesnew addition2026-06-302026-07-27

XLG INVESCO EXCHANGE TRADED FD T494 sharesnew addition2026-06-302026-07-27

VRSN VERISIGN INC119 sharesnew addition2026-06-302026-07-27

Sponsored

ALAB ASTERA LABS INC62 sharesnew addition2026-06-302026-07-27

CAH CARDINAL HEALTH INC124 sharesnew addition2026-06-302026-07-27

VLUE ISHARES TR147 sharesnew addition2026-06-302026-07-27

CARR CARRIER GLOBAL CORPORATION400 sharesnew addition2026-06-302026-07-27

PSX PHILLIPS 66173 sharesnew addition2026-06-302026-07-27

CORTEVA INC CORTEVA INC342 sharesnew addition2026-06-302026-07-27

DFAW DIMENSIONAL ETF TRUST348 sharesnew addition2026-06-302026-07-27

URA GLOBAL X FDS656 sharesnew addition2026-06-302026-07-27

Sponsored

TGT TARGET CORP217 sharesnew addition2026-06-302026-07-27

SIL GLOBAL X FDS362 sharesnew addition2026-06-302026-07-27

EXC EXELON CORP600 sharesnew addition2026-06-302026-07-27

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC200 sharesnew addition2026-06-302026-07-27

XRP BITWISE XRP ETF2.4K sharesnew addition2026-06-302026-07-27

SBUX STARBUCKS CORP264 sharesnew addition2026-06-302026-07-27

DFSE DIMENSIONAL ETF TRUST544 sharesnew addition2026-06-302026-07-27

DFLV DIMENSIONAL ETF TRUST669 sharesnew addition2026-06-302026-07-27

Sponsored

BP BP PLC713 sharesnew addition2026-06-302026-07-27

KRE SPDR SERIES TRUST352 sharesnew addition2026-06-302026-07-27

VTRS VIATRIS INC1.6K sharesnew addition2026-06-302026-07-27

SFY TIDAL TRUST I169 sharesnew addition2026-06-302026-07-27

BIIB BIOGEN INC114 sharesnew addition2026-06-302026-07-27

EVT EATON VANCE TAX ADVT DIV INC875 sharesnew addition2026-06-302026-07-27

Q QNITY ELECTRONICS INC147 sharesnew addition2026-06-302026-07-27

XLP SELECT SECTOR SPDR TR289 sharesnew addition2026-06-302026-07-27

Sponsored

BWXT BWX TECHNOLOGIES INC123 sharesnew addition2026-06-302026-07-27

APH AMPHENOL CORP134 sharesnew addition2026-06-302026-07-27

DHI D R HORTON INC145 sharesnew addition2026-06-302026-07-27

BE BLOOM ENERGY CORP78 sharesnew addition2026-06-302026-07-27

PRU PRUDENTIAL FINL INC216 sharesnew addition2026-06-302026-07-27

NANC TIDAL TRUST I459 sharesnew addition2026-06-302026-07-27

PPLT ABRDN PLATINUM ETF TRUST1.6K sharesnew addition2026-06-302026-07-27

MTUM ISHARES TR66 sharesnew addition2026-06-302026-07-27

Sponsored

MPWR MONOLITHIC PWR SYS INC16 sharesnew addition2026-06-302026-07-27

DOV DOVER CORP100 sharesnew addition2026-06-302026-07-27

SLB SLB LIMITED482 sharesnew addition2026-06-302026-07-27

EPD ENTERPRISE PRODS PARTNERS L600 sharesnew addition2026-06-302026-07-27

MTSI MACOM TECH SOLUTIONS HLDGS I58 sharesnew addition2026-06-302026-07-27

MPLX MPLX LP389 sharesnew addition2026-06-302026-07-27

SHY ISHARES TR261 sharesnew addition2026-06-302026-07-27

NUE NUCOR CORP96 sharesnew addition2026-06-302026-07-27

Sponsored

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP67 sharesnew addition2026-06-302026-07-27

OMC OMNICOM GROUP INC287 sharesnew addition2026-06-302026-07-27

FENI FIDELITY COVINGTON TRUST513 sharesnew addition2026-06-302026-07-27

WBD WARNER BROS DISCOVERY INC772 sharesnew addition2026-06-302026-07-27

GSLC GOLDMAN SACHS ETF TR142 sharesnew addition2026-06-302026-07-27

DFAT DIMENSIONAL ETF TRUST288 sharesnew addition2026-06-302026-07-27

CGDV CAPITAL GROUP DIVIDEND VALUE398 sharesnew addition2026-06-302026-07-27

OMFS INVESCO EXCH TRD SLF IDX FD366 sharesnew addition2026-06-302026-07-27

Sponsored

IMFL INVESCO EXCH TRD SLF IDX FD558 sharesnew addition2026-06-302026-07-27

INTU INTUIT72 shares-98.62%2026-06-302026-07-27

RKLB ROCKET LAB CORP184 sharesnew addition2026-06-302026-07-27

GSY INVESCO ACTIVELY MANAGED EXC372 sharesnew addition2026-06-302026-07-27

KKR KKR & CO INC200 sharesnew addition2026-06-302026-07-27

IYR ISHARES TR178 sharesnew addition2026-06-302026-07-27

IQV IQVIA HLDGS INC94 sharesnew addition2026-06-302026-07-27

SAM BOSTON BEER INC100 sharesnew addition2026-06-302026-07-27

Sponsored

FESM FIDELITY COVINGTON TRUST366 sharesnew addition2026-06-302026-07-27

ADI ANALOG DEVICES INC44 sharesnew addition2026-06-302026-07-27

ILF ISHARES TR519 sharesnew addition2026-06-302026-07-27

GTO INVESCO ACTIVELY MANAGED EXC373 sharesnew addition2026-06-302026-07-27

SF STIFEL FINL CORP250 sharesnew addition2026-06-302026-07-27

DORIAN LPG LTD DORIAN LPG LTD500 sharesnew addition2026-06-302026-07-27

KR KROGER CO313 sharesnew addition2026-06-302026-07-27

EBAY EBAY INC.155 sharesnew addition2026-06-302026-07-27

Sponsored

DFGR DIMENSIONAL ETF TRUST593 sharesnew addition2026-06-302026-07-27

FTS FORTIS INC300 sharesnew addition2026-06-302026-07-27

KOMP SPDR SERIES TRUST237 sharesnew addition2026-06-302026-07-27

NVMI NOVA LTD31 sharesnew addition2026-06-302026-07-27

NVDA

NVIDIA CORPORATION

0.34%

Shares200.2K

Event2026-06-30

Filed2026-07-27

SPDW

SPDR INDEX SHS FDS

1.44%

Shares774.3K

Event2026-06-30

Filed2026-07-27

HYBL

SSGA ACTIVE TR

4.00%

Shares1.3M

Event2026-06-30

Filed2026-07-27

SPSB

SPDR SERIES TRUST

2.64%

Shares1.1M

Event2026-06-30

Filed2026-07-27

SPTI

SPDR SERIES TRUST

4.59%

Shares1.2M

Event2026-06-30

Filed2026-07-27

SPIB

SPDR SERIES TRUST

3.87%

Shares1.0M

Event2026-06-30

Filed2026-07-27

VGSH

VANGUARD SCOTTSDALE FDS

5.03%

Shares568.5K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

-3.90%

Shares216.8K

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR

-0.10%

Shares247.8K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

1.70%

Shares69.7K

Event2026-06-30

Filed2026-07-27

DFUS

DIMENSIONAL ETF TRUST

0.14%

Shares175.9K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

-7.51%

Shares38.1K

Event2026-06-30

Filed2026-07-27

DON

WISDOMTREE TR

-1.07%

Shares234.6K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

1.94%

Shares34.0K

Event2026-06-30

Filed2026-07-27

DWX

SPDR INDEX SHS FDS

3.54%

Shares263.4K

Event2026-06-30

Filed2026-07-27

DFCF

DIMENSIONAL ETF TRUST

-0.88%

Shares281.9K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

6.34%

Shares32.5K

Event2026-06-30

Filed2026-07-27

DFSD

DIMENSIONAL ETF TRUST

0.67%

Shares242.6K

Event2026-06-30

Filed2026-07-27

SPHQ

INVESCO EXCHANGE TRADED FD T

4.32%

Shares127.7K

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

1.38%

Shares90.2K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

-1.48%

Shares44.4K

Event2026-06-30

Filed2026-07-27

XMHQ

INVESCO EXCHANGE TRADED FD T

4.47%

Shares92.7K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

0.73%

Shares31.0K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

-3.55%

Shares9.4K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

-8.39%

Shares12.6K

Event2026-06-30

Filed2026-07-27

IGRO

ISHARES TR

-1.07%

Shares90.3K

Event2026-06-30

Filed2026-07-27

AVLV

AMERICAN CENTY ETF TR

-5.98%

Shares84.2K

Event2026-06-30

Filed2026-07-27

VIGI

VANGUARD WHITEHALL FDS

-0.64%

Shares81.4K

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

-3.82%

Shares96.7K

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

-7.31%

Shares16.0K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

-0.35%

Shares12.1K

Event2026-06-30

Filed2026-07-27

DFAX

DIMENSIONAL ETF TRUST

1.04%

Shares178.3K

Event2026-06-30

Filed2026-07-27

SGOV

ISHARES TR

110.13%

Shares63.5K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

2.56%

Shares5.7K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

30.43%

Shares64.3K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

-1.74%

Shares68.7K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

0.53%

Shares10.0K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

-1.99%

Shares19.8K

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

1.15%

Shares24.0K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

2.62%

Shares35.8K

Event2026-06-30

Filed2026-07-27

CVS

CVS HEALTH CORP

12.63%

Shares46.1K

Event2026-06-30

Filed2026-07-27

STLD

STEEL DYNAMICS INC

-0.07%

Shares20.7K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

4.71%

Shares10.8K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

77.26%

Shares38.2K

Event2026-06-30

Filed2026-07-27

BIL

SPDR SERIES TRUST

5.59%

Shares48.4K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

9.15%

Shares3.7K

Event2026-06-30

Filed2026-07-27

DFAC

DIMENSIONAL ETF TRUST

9.75%

Shares98.0K

Event2026-06-30

Filed2026-07-27

NOBL

PROSHARES TR

93.67%

Shares74.6K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

-12.87%

Shares15.2K

Event2026-06-30

Filed2026-07-27

DUSB

DIMENSIONAL ETF TRUST

0.91%

Shares81.0K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

-4.37%

Shares11.1K

Event2026-06-30

Filed2026-07-27

VISA INC

-3.50%

Shares11.6K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

5.70%

Shares9.4K

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS

7.45%

Shares37.9K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

1.15%

Shares26.1K

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP

807.26%

Shares12.5K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

3.11%

Shares10.2K

Event2026-06-30

Filed2026-07-27

GWW

WW GRAINGER INC

-5.51%

Shares2.6K

Event2026-06-30

Filed2026-07-27

TFC

TRUIST FINL CORP

-0.28%

Shares69.6K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

17.21%

Shares8.3K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

-22.93%

Shares9.6K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

DFAU

DIMENSIONAL ETF TRUST

10.74%

Shares65.4K

Event2026-06-30

Filed2026-07-27

DVYA

ISHARES INC

-1.35%

Shares70.2K

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

-30.14%

Shares5.1K

Event2026-06-30

Filed2026-07-27

DVYE

ISHARES INC

-0.74%

Shares102.3K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

-8.59%

Shares19.8K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

-5.00%

Shares27.8K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

11.32%

Shares32.4K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

-3.27%

Shares6.1K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

New

Shares10.2K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

16.78%

Shares11.1K

Event2026-06-30

Filed2026-07-27

CHUBB LIMITED

3.45%

Shares8.6K

Event2026-06-30

Filed2026-07-27

DFAS

DIMENSIONAL ETF TRUST

0.87%

Shares34.5K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

New

Shares4.8K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

-8.45%

Shares87.2K

Event2026-06-30

Filed2026-07-27

FEZ

SPDR INDEX SHS FDS

-7.33%

Shares40.0K

Event2026-06-30

Filed2026-07-27

TRAVELERS COMPANIES INC

3.02%

Shares8.3K

Event2026-06-30

Filed2026-07-27

FNDE

SCHWAB STRATEGIC TR

-6.67%

Shares68.5K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

1814.03%

Shares22.1K

Event2026-06-30

Filed2026-07-27

CDNS

CADENCE DESIGN SYSTEM INC

2.44%

Shares6.8K

Event2026-06-30

Filed2026-07-27

DFAI

DIMENSIONAL ETF TRUST

6.45%

Shares62.2K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

-14.10%

Shares2.7K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

0.45%

Shares3.4K

Event2026-06-30

Filed2026-07-27

XSHD

INVESCO EXCH TRADED FD TR II

-2.26%

Shares174.6K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

-10.58%

Shares12.9K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

3.37%

Shares15.9K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

New

Shares17.2K

Event2026-06-30

Filed2026-07-27

HDV

ISHARES TR

419.45%

Shares87.4K

Event2026-06-30

Filed2026-07-27

FLXR

TCW ETF TRUST

-6.33%

Shares58.6K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

13.50%

Shares6.1K

Event2026-06-30

Filed2026-07-27

DFNM

DIMENSIONAL ETF TRUST

5.72%

Shares46.7K

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

-51.68%

Shares21.7K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

-2.88%

Shares7.3K

Event2026-06-30

Filed2026-07-27

SPDR SERIES TRUST

-4.78%

Shares23.0K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

-1.89%

Shares14.2K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

0.72%

Shares7.8K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

0.24%

Shares34.1K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

0.61%

Shares2.8K

Event2026-06-30

Filed2026-07-27

IDV

ISHARES TR

4.93%

Shares45.7K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

0.83%

Shares44.7K

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW

0.90%

Shares14.5K

Event2026-06-30

Filed2026-07-27

COLGATE PALMOLIVE CO

8.49%

Shares20.0K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

407.90%

Shares9.2K

Event2026-06-30

Filed2026-07-27

DOMINION ENERGY INC

-0.33%

Shares24.2K

Event2026-06-30

Filed2026-07-27

JEPI

J P MORGAN EXCHANGE TRADED F

-41.76%

Shares28.2K

Event2026-06-30

Filed2026-07-27

AFL

AFLAC INC

0.58%

Shares12.8K

Event2026-06-30

Filed2026-07-27

ITW

ILLINOIS TOOL WKS INC

5.74%

Shares5.4K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

-1.72%

Shares16.6K

Event2026-06-30

Filed2026-07-27

SRLN

SSGA ACTIVE ETF TR

-28.45%

Shares32.9K

Event2026-06-30

Filed2026-07-27

IYW

ISHARES TR

-0.84%

Shares5.2K

Event2026-06-30

Filed2026-07-27

J P MORGAN EXCHANGE TRADED F

-3.65%

Shares21.3K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

3.11%

Shares8.8K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

0.29%

Shares1.7K

Event2026-06-30

Filed2026-07-27

TDV

PROSHARES TR

-9.61%

Shares12.1K

Event2026-06-30

Filed2026-07-27

SPDG

SPDR SERIES TRUST

-6.87%

Shares27.0K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

6.51%

Shares6.6K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

0.27%

Shares20.9K

Event2026-06-30

Filed2026-07-27

LIN

LINDE PLC

4.03%

Shares2.3K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

-6.00%

Shares7.4K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

2.45%

Shares47.8K

Event2026-06-30

Filed2026-07-27

DVN

DEVON ENERGY CORP NEW

New

Shares27.8K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

8.84%

Shares13.4K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

1.02%

Shares8.2K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

0.53%

Shares1.1K

Event2026-06-30

Filed2026-07-27

DRI

DARDEN RESTAURANTS INC

-0.54%

Shares5.3K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

-48.94%

Shares6.9K

Event2026-06-30

Filed2026-07-27

DIA

STATE STR SPDR DOW JONES IND

2.36%

Shares1.9K

Event2026-06-30

Filed2026-07-27

MMC

MARSH & MCLENNAN COS INC

-2.74%

Shares6.1K

Event2026-06-30

Filed2026-07-27

SHV

ISHARES TR

-4.13%

Shares9.0K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.49%

Shares2.0K

Event2026-06-30

Filed2026-07-27

SERVICENOW INC

-35.21%

Shares9.8K

Event2026-06-30

Filed2026-07-27

XOP

SPDR SERIES TRUST

New

Shares6.0K

Event2026-06-30

Filed2026-07-27

FLTR

VANECK ETF TRUST

-4.83%

Shares34.6K

Event2026-06-30

Filed2026-07-27

ISHARES TR

3.37%

Shares1.2K

Event2026-06-30

Filed2026-07-27

CMCSA

COMCAST CORP NEW

-23.77%

Shares33.6K

Event2026-06-30

Filed2026-07-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

-3.13%

Shares2.8K

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-27

PYLD

PIMCO ETF TR

11.68%

Shares26.2K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

New

Shares5.9K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

0.42%

Shares9.4K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

4.62%

Shares2.9K

Event2026-06-30

Filed2026-07-27

DFSB

DIMENSIONAL ETF TRUST

0.39%

Shares12.0K

Event2026-06-30

Filed2026-07-27

MPC

MARATHON PETE CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-27

JQUA

J P MORGAN EXCHANGE TRADED F

-4.69%

Shares8.5K

Event2026-06-30

Filed2026-07-27

SWKS

SKYWORKS SOLUTIONS INC

-0.38%

Shares8.6K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

22.32%

Shares9.6K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

0.38%

Shares1.9K

Event2026-06-30

Filed2026-07-27

RPV

INVESCO EXCHANGE TRADED FD T

-4.03%

Shares4.8K

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC

-25.92%

Shares1.2K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

New

Shares7.0K

Event2026-06-30

Filed2026-07-27

S&P GLOBAL INC

4.86%

Shares1.3K

Event2026-06-30

Filed2026-07-27

USMV

ISHARES TR

-6.90%

Shares5.3K

Event2026-06-30

Filed2026-07-27

FVAL

FIDELITY COVINGTON TRUST

0.37%

Shares6.3K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

New

Shares233

Event2026-06-30

Filed2026-07-27

DFAE

DIMENSIONAL ETF TRUST

14.56%

Shares11.4K

Event2026-06-30

Filed2026-07-27

BKLN

INVESCO EXCH TRADED FD TR II

-3.32%

Shares21.8K

Event2026-06-30

Filed2026-07-27

DFSV

DIMENSIONAL ETF TRUST

22.87%

Shares11.0K

Event2026-06-30

Filed2026-07-27

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

1.55%

Shares3.9K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

-7.02%

Shares1.3K

Event2026-06-30

Filed2026-07-27

DFIC

DIMENSIONAL ETF TRUST

67.98%

Shares10.4K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

11.11%

Shares2.7K

Event2026-06-30

Filed2026-07-27

XEL

XCEL ENERGY INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

-9.97%

Shares1.2K

Event2026-06-30

Filed2026-07-27

SPAB

SPDR SERIES TRUST

-2.58%

Shares14.3K

Event2026-06-30

Filed2026-07-27

DGCB

DIMENSIONAL ETF TRUST

6.28%

Shares6.7K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN

9.83%

Shares1.6K

Event2026-06-30

Filed2026-07-27

MBSF

VALUED ADVISERS TR

New

Shares13.4K

Event2026-06-30

Filed2026-07-27

FTEC

FIDELITY COVINGTON TRUST

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP

-0.01%

Shares6.9K

Event2026-06-30

Filed2026-07-27

BTI

BRITISH AMERN TOB PLC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-27

ISRG

INTUITIVE SURGICAL INC

-0.48%

Shares823

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

-2.92%

Shares2.2K

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

17.57%

Shares649

Event2026-06-30

Filed2026-07-27

JBL

JABIL INC

-1.40%

Shares843

Event2026-06-30

Filed2026-07-27

DFIV

DIMENSIONAL ETF TRUST

0.98%

Shares5.9K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

0.00%

Shares269

Event2026-06-30

Filed2026-07-27

XLY

SELECT SECTOR SPDR TR

New

Shares2.7K

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION

12.37%

Shares990

Event2026-06-30

Filed2026-07-27

PARKER-HANNIFIN CORP

38.86%

Shares318

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.84%

Shares639

Event2026-06-30

Filed2026-07-27

DEERE & CO

19.95%

Shares481

Event2026-06-30

Filed2026-07-27

HYT

BLACKROCK CORPOR HI YLD FD I

2.75%

Shares35.6K

Event2026-06-30

Filed2026-07-27

DSI

ISHARES TR

-3.46%

Shares2.1K

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

13.36%

Shares2.7K

Event2026-06-30

Filed2026-07-27

DFSU

DIMENSIONAL ETF TRUST

0.24%

Shares6.3K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

New

Shares3.4K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

0.00%

Shares763

Event2026-06-30

Filed2026-07-27

DFGP

DIMENSIONAL ETF TRUST

1.16%

Shares5.2K

Event2026-06-30

Filed2026-07-27

MTZ

MASTEC INC

0.00%

Shares656

Event2026-06-30

Filed2026-07-27

APD

AIR PRODUCTS AND CHEMICALS I

0.43%

Shares926

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR

-0.35%

Shares3.9K

Event2026-06-30

Filed2026-07-27

IYZ

ISHARES TR

New

Shares6.3K

Event2026-06-30

Filed2026-07-27

XLC

SELECT SECTOR SPDR TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

VOOG

VANGUARD ADMIRAL FDS INC

500.19%

Shares3.1K

Event2026-06-30

Filed2026-07-27

VRT

VERTIV HOLDINGS CO

New

Shares770

Event2026-06-30

Filed2026-07-27

AEP

AMERICAN ELEC PWR CO INC

-8.94%

Shares1.9K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

0.19%

Shares1.1K

Event2026-06-30

Filed2026-07-27

IEI

ISHARES TR

-92.04%

Shares2.1K

Event2026-06-30

Filed2026-07-27

XSW

SPDR SERIES TRUST

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

JPC

NUVEEN PFD & INCOME OPPORTUN

11.18%

Shares31.3K

Event2026-06-30

Filed2026-07-27

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-27

IGSB

ISHARES TR

-3.84%

Shares4.6K

Event2026-06-30

Filed2026-07-27

CGW

INVESCO EXCH TRADED FD TR II

-0.63%

Shares3.6K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

New

Shares2.7K

Event2026-06-30

Filed2026-07-27

VSDB

VANGUARD MALVERN FDS

0.96%

Shares3.1K

Event2026-06-30

Filed2026-07-27

BTC

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-27

BIV

VANGUARD BD INDEX FDS

-0.68%

Shares2.9K

Event2026-06-30

Filed2026-07-27

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-27

DVY

ISHARES TR

1.19%

Shares1.4K

Event2026-06-30

Filed2026-07-27

DISV

DIMENSIONAL ETF TRUST

New

Shares5.2K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

0.00%

Shares567

Event2026-06-30

Filed2026-07-27

DYCOM INDS INC

New

Shares410

Event2026-06-30

Filed2026-07-27

ESGV

VANGUARD WORLD FD

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

NVS

NOVARTIS AG

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

PDI

PIMCO DYNAMIC INCOME FD

4.10%

Shares11.8K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-27

VOE

VANGUARD INDEX FDS

New

Shares977

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

-87.17%

Shares2.1K

Event2026-06-30

Filed2026-07-27

HYMB

SPDR SERIES TRUST

New

Shares7.3K

Event2026-06-30

Filed2026-07-27

ARTY

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

HYD

VANECK ETF TRUST

New

Shares3.6K

Event2026-06-30

Filed2026-07-27

VIK

VIKING HOLDINGS LTD

New

Shares1.7K

Event2026-06-30

Filed2026-07-27

DFIP

DIMENSIONAL ETF TRUST

New

Shares4.4K

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

-16.43%

Shares3.0K

Event2026-06-30

Filed2026-07-27

NGG

NATIONAL GRID PLC

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

EUSA

ISHARES INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

STIP

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

BKCG

BNY MELLON ETF TRUST II

New

Shares4.5K

Event2026-06-30

Filed2026-07-27

COHR

COHERENT CORP

New

Shares422

Event2026-06-30

Filed2026-07-27

HYLB

DBX ETF TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-27

SLV

ISHARES SILVER TR

0.03%

Shares3.1K

Event2026-06-30

Filed2026-07-27

IDEXX LABS INC

New

Shares311

Event2026-06-30

Filed2026-07-27

AMT

AMERICAN TOWER CORP

New

Shares997

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC

New

Shares715

Event2026-06-30

Filed2026-07-27

YUM

YUM BRANDS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares714

Event2026-06-30

Filed2026-07-27

THE CIGNA GROUP

New

Shares571

Event2026-06-30

Filed2026-07-27

IJJ

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

PAVE

GLOBAL X FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

VTIP

VANGUARD MALVERN FDS

New

Shares3.0K

Event2026-06-30

Filed2026-07-27

DFGX

DIMENSIONAL ETF TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-07-27

HYG

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-27

MCK

MCKESSON CORP

-94.60%

Shares198

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

New

Shares2.1K

Event2026-06-30

Filed2026-07-27

BNDX

VANGUARD CHARLOTTE FDS

New

Shares3.0K

Event2026-06-30

Filed2026-07-27

SNDK

SANDISK CORP

New

Shares64

Event2026-06-30

Filed2026-07-27

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

NULV

NUSHARES ETF TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

VOT

VANGUARD INDEX FDS

New

Shares471

Event2026-06-30

Filed2026-07-27

SPG

SIMON PPTY GROUP INC NEW

New

Shares632

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS

-53.59%

Shares2.8K

Event2026-06-30

Filed2026-07-27

ECG

EVERUS CONSTR GROUP

New

Shares847

Event2026-06-30

Filed2026-07-27

TTM TECHNOLOGIES INC

New

Shares730

Event2026-06-30

Filed2026-07-27

3M CO

New

Shares839

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-27

DXUV

DIMENSIONAL ETF TRUST

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

OMFL

INVESCO EXCH TRD SLF IDX FD

New

Shares1.9K

Event2026-06-30

Filed2026-07-27

FCPI

FIDELITY COVINGTON TRUST

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares444

Event2026-06-30

Filed2026-07-27

UPS

UNITED PARCEL SVCS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

DTE

DTE ENERGY CO

New

Shares821

Event2026-06-30

Filed2026-07-27

WDC

WESTERN DIGITAL CORP

New

Shares195

Event2026-06-30

Filed2026-07-27

BARRICK MNG CORP

New

Shares3.4K

Event2026-06-30

Filed2026-07-27

ENERGY TRANSFER L P

New

Shares6.3K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

New

Shares534

Event2026-06-30

Filed2026-07-27

CGNX

COGNEX CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

AT&T INC

New

Shares5.7K

Event2026-06-30

Filed2026-07-27

MTD

METTLER TOLEDO INTERNATIONAL

New

Shares92

Event2026-06-30

Filed2026-07-27

LOB

LIVE OAK BANCSHARES INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

AUB

ATLANTIC UN BANKSHARES CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-27

IUSG

ISHARES TR

New

Shares607

Event2026-06-30

Filed2026-07-27

IWV

ISHARES TR

New

Shares263

Event2026-06-30

Filed2026-07-27

IMCG

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

CCJ

CAMECO CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

SCHP

SCHWAB STRATEGIC TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

New

Shares447

Event2026-06-30

Filed2026-07-27

VONG

VANGUARD SCOTTSDALE FDS

New

Shares844

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

-96.80%

Shares312

Event2026-06-30

Filed2026-07-27

GENERAL MTRS CO

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

VBK

VANGUARD INDEX FDS

New

Shares278

Event2026-06-30

Filed2026-07-27

HNGE

HINGE HEALTH INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

VXF

VANGUARD INDEX FDS

New

Shares405

Event2026-06-30

Filed2026-07-27

ESGD

ISHARES TR

New

Shares967

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

IHI

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-27

VLO

VALERO ENERGY CORP

New

Shares364

Event2026-06-30

Filed2026-07-27

PFG

PRINCIPAL FINANCIAL GROUP IN

New

Shares878

Event2026-06-30

Filed2026-07-27

CLF

CLEVELAND-CLIFFS INC NEW

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-27

PLD

PROLOGIS INC.

New

Shares685

Event2026-06-30

Filed2026-07-27

FIVE

FIVE BELOW INC

New

Shares500

Event2026-06-30

Filed2026-07-27

FLEX

FLEX LTD

New

Shares553

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

IJS

ISHARES TR

New

Shares643

Event2026-06-30

Filed2026-07-27

WEC

WEC ENERGY GROUP INC

New

Shares750

Event2026-06-30

Filed2026-07-27

DCOR

DIMENSIONAL ETF TRUST

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

SPACE EXPLORATION TECHN CORP

New

Shares503

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

New

Shares538

Event2026-06-30

Filed2026-07-27

IJT

ISHARES TR

New

Shares466

Event2026-06-30

Filed2026-07-27

HRL

HORMEL FOODS CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

SCYB

SCHWAB STRATEGIC TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-27

WAB

WABTEC

New

Shares300

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

KRYS

KRYSTAL BIOTECH INC

New

Shares213

Event2026-06-30

Filed2026-07-27

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares81

Event2026-06-30

Filed2026-07-27

TLT

ISHARES TR

New

Shares888

Event2026-06-30

Filed2026-07-27

VBIL

VANGUARD INSTL INDEX FD

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

KMB

KIMBERLY-CLARK CORP

New

Shares684

Event2026-06-30

Filed2026-07-27

IGM

ISHARES TR

New

Shares456

Event2026-06-30

Filed2026-07-27

USHY

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

QTUM

ETF SER SOLUTIONS

New

Shares443

Event2026-06-30

Filed2026-07-27

TEL

TE CONNECTIVITY PLC

New

Shares361

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR

New

Shares389

Event2026-06-30

Filed2026-07-27

MDU

MDU RES GROUP INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-27

JOHNSON CONTROLS INTERNATION

New

Shares492

Event2026-06-30

Filed2026-07-27

KNF

KNIFE RIVER CORP

New

Shares847

Event2026-06-30

Filed2026-07-27

APPN

APPIAN CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-27

KMI

KINDER MORGAN INC DEL

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

New

Shares782

Event2026-06-30

Filed2026-07-27

DFEM

DIMENSIONAL ETF TRUST

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

FORD MTR CO

New

Shares4.7K

Event2026-06-30

Filed2026-07-27

BDX

BECTON DICKINSON & CO

New

Shares430

Event2026-06-30

Filed2026-07-27

WPC

WP CAREY INC

New

Shares907

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

New

Shares466

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

New

Shares292

Event2026-06-30

Filed2026-07-27

ASTRAZENECA PLC

New

Shares335

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC

New

Shares806

Event2026-06-30

Filed2026-07-27

LVHI

LEGG MASON ETF INVT

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

BOEING CO

New

Shares287

Event2026-06-30

Filed2026-07-27

BKNG

BOOKING HOLDINGS INC

New

Shares346

Event2026-06-30

Filed2026-07-27

MDYG

SPDR SERIES TRUST

New

Shares548

Event2026-06-30

Filed2026-07-27

WPM

WHEATON PRECIOUS METALS CORP

New

Shares545

Event2026-06-30

Filed2026-07-27

GOVI

INVESCO EXCH TRADED FD TR II

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

ALNYLAM PHARMACEUTICALS INC

New

Shares200

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

New

Shares747

Event2026-06-30

Filed2026-07-27

DTM

DT MIDSTREAM INC

New

Shares410

Event2026-06-30

Filed2026-07-27

WSM

WILLIAMS SONOMA INC

New

Shares258

Event2026-06-30

Filed2026-07-27

ITA

ISHARES TR

New

Shares248

Event2026-06-30

Filed2026-07-27

SPMB

SPDR SERIES TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-07-27

BURLINGTON STORES INC

New

Shares188

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

New

Shares535

Event2026-06-30

Filed2026-07-27

SOUTHSTATE BK CORP

New

Shares587

Event2026-06-30

Filed2026-07-27

MLM

MARTIN MARIETTA MATLS INC

New

Shares100

Event2026-06-30

Filed2026-07-27

ARM

ARM HOLDINGS PLC

New

Shares161

Event2026-06-30

Filed2026-07-27

RDDT

REDDIT INC

New

Shares324

Event2026-06-30

Filed2026-07-27

IUSV

ISHARES TR

New

Shares508

Event2026-06-30

Filed2026-07-27

FMAT

FIDELITY COVINGTON TRUST

New

Shares949

Event2026-06-30

Filed2026-07-27

FITB

FIFTH THIRD BANCORP

New

Shares979

Event2026-06-30

Filed2026-07-27

HOOD

ROBINHOOD MKTS INC

New

Shares533

Event2026-06-30

Filed2026-07-27

BIP

BROOKFIELD INFRASTRUCTURE PA

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

FANG

DIAMONDBACK ENERGY INC

New

Shares300

Event2026-06-30

Filed2026-07-27

NSC

NORFOLK SOUTHN CORP

New

Shares167

Event2026-06-30

Filed2026-07-27

MSEX

MIDDLESEX WTR CO

New

Shares925

Event2026-06-30

Filed2026-07-27

FTMA

PUTNAM ETF TRUST

New

Shares5.7K

Event2026-06-30

Filed2026-07-27

FCBC

FIRST CMNTY BANKSHARES INC V

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

MWH

SOLV ENERGY INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

MET

METLIFE INC

New

Shares596

Event2026-06-30

Filed2026-07-27

KEY

KEYCORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

SPTM

SPDR SERIES TRUST

New

Shares552

Event2026-06-30

Filed2026-07-27

CEG

CONSTELLATION ENERGY CORP

New

Shares200

Event2026-06-30

Filed2026-07-27

SCHX

SCHWAB STRATEGIC TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-27

ITOT

ISHARES TR

New

Shares300

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

New

Shares217

Event2026-06-30

Filed2026-07-27

ARK ETF TR

New

Shares372

Event2026-06-30

Filed2026-07-27

VIOO

VANGUARD ADMIRAL FDS INC

New

Shares355

Event2026-06-30

Filed2026-07-27

IXC

ISHARES TR

New

Shares987

Event2026-06-30

Filed2026-07-27

PHYS

SPROTT ASSET MANAGEMENT LP

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

IWP

ISHARES TR

New

Shares328

Event2026-06-30

Filed2026-07-27

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares2.5K

Event2026-06-30

Filed2026-07-27

DOLLAR GEN CORP

New

Shares410

Event2026-06-30

Filed2026-07-27

PPL CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

TPR

TAPESTRY INC

New

Shares312

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

New

Shares150

Event2026-06-30

Filed2026-07-27

MTB

M & T BK CORP

New

Shares182

Event2026-06-30

Filed2026-07-27

ROYAL BK CDA

New

Shares207

Event2026-06-30

Filed2026-07-27

NEM

NEWMONT CORP

New

Shares457

Event2026-06-30

Filed2026-07-27

ENB

ENBRIDGE INC

New

Shares788

Event2026-06-30

Filed2026-07-27

VAW

VANGUARD WORLD FD

New

Shares185

Event2026-06-30

Filed2026-07-27

VDC

VANGUARD WORLD FD

New

Shares188

Event2026-06-30

Filed2026-07-27

GSK PLC

New

Shares806

Event2026-06-30

Filed2026-07-27

IDU

ISHARES TR

New

Shares366

Event2026-06-30

Filed2026-07-27

LYG

LLOYDS BANKING GROUP PLC

New

Shares7.2K

Event2026-06-30

Filed2026-07-27

MUB

ISHARES TR

New

Shares388

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

New

Shares228

Event2026-06-30

Filed2026-07-27

RZV

INVESCO EXCHANGE TRADED FD T

New

Shares276

Event2026-06-30

Filed2026-07-27

YUMC

YUM CHINA HLDGS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

SIXG

ETF SER SOLUTIONS

New

Shares429

Event2026-06-30

Filed2026-07-27

ETR

ENTERGY CORP NEW

New

Shares353

Event2026-06-30

Filed2026-07-27

AOR

ISHARES TR

New

Shares582

Event2026-06-30

Filed2026-07-27

AEM

AGNICO EAGLE MINES LTD

New

Shares253

Event2026-06-30

Filed2026-07-27

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares867

Event2026-06-30

Filed2026-07-27

DUHP

DIMENSIONAL ETF TRUST

New

Shares922

Event2026-06-30

Filed2026-07-27

SOLS

SOLSTICE ADVANCED MATLS INC

New

Shares424

Event2026-06-30

Filed2026-07-27

RACE

FERRARI N V

New

Shares100

Event2026-06-30

Filed2026-07-27

WMB

WILLIAMS COS INC

New

Shares500

Event2026-06-30

Filed2026-07-27

STRL

STERLING INFRASTRUCTURE INC

New

Shares44

Event2026-06-30

Filed2026-07-27

VMC

VULCAN MATLS CO

New

Shares125

Event2026-06-30

Filed2026-07-27

ESGU

ISHARES TR

New

Shares222

Event2026-06-30

Filed2026-07-27

IYJ

ISHARES TR

New

Shares216

Event2026-06-30

Filed2026-07-27

SHEL

SHELL PLC

New

Shares464

Event2026-06-30

Filed2026-07-27

VCR

VANGUARD WORLD FD

New

Shares90

Event2026-06-30

Filed2026-07-27

APOLLO GLOBAL MGMT INC

New

Shares300

Event2026-06-30

Filed2026-07-27

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares107

Event2026-06-30

Filed2026-07-27

NUSHARES ETF TR

New

Shares809

Event2026-06-30

Filed2026-07-27

MSI

MOTOROLA SOLUTIONS INC

New

Shares84

Event2026-06-30

Filed2026-07-27

PKE

PARK AEROSPACE CORP

New

Shares910

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

New

Shares300

Event2026-06-30

Filed2026-07-27

TOYOTA MOTOR CORP

New

Shares203

Event2026-06-30

Filed2026-07-27

PCY

INVESCO EXCH TRADED FD TR II

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares87

Event2026-06-30

Filed2026-07-27

AIZ

ASSURANT INC

New

Shares125

Event2026-06-30

Filed2026-07-27

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares47

Event2026-06-30

Filed2026-07-27

DOW

DOW HLDGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

FDVV

FIDELITY COVINGTON TRUST

New

Shares549

Event2026-06-30

Filed2026-07-27

FDRR

FIDELITY COVINGTON TRUST

New

Shares507

Event2026-06-30

Filed2026-07-27

ROG

ROGERS CORP

New

Shares200

Event2026-06-30

Filed2026-07-27

QQQE

DIREXION SHARES ETF TRUST

New

Shares266

Event2026-06-30

Filed2026-07-27

ROBO

EXCHANGE TRADED CONCEPTS TRU

New

Shares377

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR

New

Shares146

Event2026-06-30

Filed2026-07-27

OXY

OCCIDENTAL PETE CORP

New

Shares653

Event2026-06-30

Filed2026-07-27

ISHARES TR

New

Shares315

Event2026-06-30

Filed2026-07-27

VIS

VANGUARD WORLD FD

New

Shares86

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP

New

Shares152

Event2026-06-30

Filed2026-07-27

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares494

Event2026-06-30

Filed2026-07-27

VRSN

VERISIGN INC

New

Shares119

Event2026-06-30

Filed2026-07-27

ALAB

ASTERA LABS INC

New

Shares62

Event2026-06-30

Filed2026-07-27

CAH

CARDINAL HEALTH INC

New

Shares124

Event2026-06-30

Filed2026-07-27

VLUE

ISHARES TR

New

Shares147

Event2026-06-30

Filed2026-07-27

CARR

CARRIER GLOBAL CORPORATION

New

Shares400

Event2026-06-30

Filed2026-07-27

PSX

PHILLIPS 66

New

Shares173

Event2026-06-30

Filed2026-07-27

CORTEVA INC

New

Shares342

Event2026-06-30

Filed2026-07-27

DFAW

DIMENSIONAL ETF TRUST

New

Shares348

Event2026-06-30

Filed2026-07-27

URA

GLOBAL X FDS

New

Shares656

Event2026-06-30

Filed2026-07-27

TGT

TARGET CORP

New

Shares217

Event2026-06-30

Filed2026-07-27

SIL

GLOBAL X FDS

New

Shares362

Event2026-06-30

Filed2026-07-27

EXC

EXELON CORP

New

Shares600

Event2026-06-30

Filed2026-07-27

CONSTELLATION BRANDS INC

New

Shares200

Event2026-06-30

Filed2026-07-27

XRP

BITWISE XRP ETF

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

New

Shares264

Event2026-06-30

Filed2026-07-27

DFSE

DIMENSIONAL ETF TRUST

New

Shares544

Event2026-06-30

Filed2026-07-27

DFLV

DIMENSIONAL ETF TRUST

New

Shares669

Event2026-06-30

Filed2026-07-27

BP PLC

New

Shares713

Event2026-06-30

Filed2026-07-27

KRE

SPDR SERIES TRUST

New

Shares352

Event2026-06-30

Filed2026-07-27

VTRS

VIATRIS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

SFY

TIDAL TRUST I

New

Shares169

Event2026-06-30

Filed2026-07-27

BIIB

BIOGEN INC

New

Shares114

Event2026-06-30

Filed2026-07-27

EVT

EATON VANCE TAX ADVT DIV INC

New

Shares875

Event2026-06-30

Filed2026-07-27

QNITY ELECTRONICS INC

New

Shares147

Event2026-06-30

Filed2026-07-27

XLP

SELECT SECTOR SPDR TR

New

Shares289

Event2026-06-30

Filed2026-07-27

BWXT

BWX TECHNOLOGIES INC

New

Shares123

Event2026-06-30

Filed2026-07-27

APH

AMPHENOL CORP

New

Shares134

Event2026-06-30

Filed2026-07-27

DHI

D R HORTON INC

New

Shares145

Event2026-06-30

Filed2026-07-27

BLOOM ENERGY CORP

New

Shares78

Event2026-06-30

Filed2026-07-27

PRU

PRUDENTIAL FINL INC

New

Shares216

Event2026-06-30

Filed2026-07-27

NANC

TIDAL TRUST I

New

Shares459

Event2026-06-30

Filed2026-07-27

PPLT

ABRDN PLATINUM ETF TRUST

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

MTUM

ISHARES TR

New

Shares66

Event2026-06-30

Filed2026-07-27

MPWR

MONOLITHIC PWR SYS INC

New

Shares16

Event2026-06-30

Filed2026-07-27

DOV

DOVER CORP

New

Shares100

Event2026-06-30

Filed2026-07-27

SLB

SLB LIMITED

New

Shares482

Event2026-06-30

Filed2026-07-27

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares600

Event2026-06-30

Filed2026-07-27

MTSI

MACOM TECH SOLUTIONS HLDGS I

New

Shares58

Event2026-06-30

Filed2026-07-27

MPLX

MPLX LP

New

Shares389

Event2026-06-30

Filed2026-07-27

SHY

ISHARES TR

New

Shares261

Event2026-06-30

Filed2026-07-27

NUE

NUCOR CORP

New

Shares96

Event2026-06-30

Filed2026-07-27

ROYAL CARIBBEAN GROUP

New

Shares67

Event2026-06-30

Filed2026-07-27

OMC

OMNICOM GROUP INC

New

Shares287

Event2026-06-30

Filed2026-07-27

FENI

FIDELITY COVINGTON TRUST

New

Shares513

Event2026-06-30

Filed2026-07-27

WBD

WARNER BROS DISCOVERY INC

New

Shares772

Event2026-06-30

Filed2026-07-27

GSLC

GOLDMAN SACHS ETF TR

New

Shares142

Event2026-06-30

Filed2026-07-27

DFAT

DIMENSIONAL ETF TRUST

New

Shares288

Event2026-06-30

Filed2026-07-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares398

Event2026-06-30

Filed2026-07-27

OMFS

INVESCO EXCH TRD SLF IDX FD

New

Shares366

Event2026-06-30

Filed2026-07-27

IMFL

INVESCO EXCH TRD SLF IDX FD

New

Shares558

Event2026-06-30

Filed2026-07-27

INTU

INTUIT

-98.62%

Shares72

Event2026-06-30

Filed2026-07-27

RKLB

ROCKET LAB CORP

New

Shares184

Event2026-06-30

Filed2026-07-27

GSY

INVESCO ACTIVELY MANAGED EXC

New

Shares372

Event2026-06-30

Filed2026-07-27

KKR

KKR & CO INC

New

Shares200

Event2026-06-30

Filed2026-07-27

IYR

ISHARES TR

New

Shares178

Event2026-06-30

Filed2026-07-27

IQV

IQVIA HLDGS INC

New

Shares94

Event2026-06-30

Filed2026-07-27

SAM

BOSTON BEER INC

New

Shares100

Event2026-06-30

Filed2026-07-27

FESM

FIDELITY COVINGTON TRUST

New

Shares366

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

New

Shares44

Event2026-06-30

Filed2026-07-27

ILF

ISHARES TR

New

Shares519

Event2026-06-30

Filed2026-07-27

GTO

INVESCO ACTIVELY MANAGED EXC

New

Shares373

Event2026-06-30

Filed2026-07-27

STIFEL FINL CORP

New

Shares250

Event2026-06-30

Filed2026-07-27

DORIAN LPG LTD

New

Shares500

Event2026-06-30

Filed2026-07-27

KROGER CO

New

Shares313

Event2026-06-30

Filed2026-07-27

EBAY

EBAY INC.

New

Shares155

Event2026-06-30

Filed2026-07-27

DFGR

DIMENSIONAL ETF TRUST

New

Shares593

Event2026-06-30

Filed2026-07-27

FTS

FORTIS INC

New

Shares300

Event2026-06-30

Filed2026-07-27

KOMP

SPDR SERIES TRUST

New

Shares237

Event2026-06-30

Filed2026-07-27

NVMI

NOVA LTD

New

Shares31

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available