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The Analysis of CRA Financial Services, LLC's Holdings & P&L

Currently, CRA Financial Services, LLC holds 321 types of securities in its portfolio with a total value $867.6M. In the most recent quarter, they have increased their positions in VO (+95.8K shares, valued at $7.7M), IWF (+30.6K shares, valued at $3.8M), HDV (+96.5K shares, valued at $2.6M); decreased their positions in FBND (-130.9K shares, valued at $6.0M), JAAA (-64.5K shares, valued at $3.3M), PJUL (-14.9K shares, valued at $727.8K); initiated new positions in N/A (+5.0K shares, valued at $853.4K), SNDK (+282 shares, valued at $641.2K), INTC (+3.5K shares, valued at $482.4K).

1M P&L

+4.6M+0.63%

3M P&L

+31.3M+4.44%

HY P&L

+6.5M+0.88%

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/A484.9M

65.4%

2Consumer Electronics58.3M

7.9%

3Semiconductors41.6M

5.6%

Top Industries by Stock Count

1N/A194 stocks

66.7%

2Semiconductors8 stocks

2.7%

3Banks - Diversified5 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC201.4K shares0.43%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR1.2M shares2.73%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR1.0M shares0.56%2026-06-302026-07-24

AMZN AMAZON COM INC136.9K shares0.51%2026-06-302026-07-24

QQQ INVESCO QQQ TR43.2K shares0.53%2026-06-302026-07-24

NVDA NVIDIA CORPORATION134.6K shares1.60%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS67.9K shares3.91%2026-06-302026-07-24

GOOGL ALPHABET INC68.6K shares0.62%2026-06-302026-07-24

Sponsored

ISHARES TR ISHARES TR31.4K shares2.13%2026-06-302026-07-24

DGRW WISDOMTREE TR221.3K shares1.93%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS75.3K shares-1.25%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T21.9K shares0.90%2026-06-302026-07-24

MSFT MICROSOFT CORP43.1K shares1.69%2026-06-302026-07-24

BALT INNOVATOR ETFS TRUST455.7K shares0.53%2026-06-302026-07-24

VB VANGUARD INDEX FDS48.3K shares-2.03%2026-06-302026-07-24

ZALT INNOVATOR ETFS TRUST416.2K shares0.10%2026-06-302026-07-24

Sponsored

SDY SPDR SERIES TRUST91.8K shares-1.92%2026-06-302026-07-24

VYMI VANGUARD WHITEHALL FDS110.4K shares6.11%2026-06-302026-07-24

GOOG ALPHABET INC29.4K shares4.39%2026-06-302026-07-24

VO VANGUARD INDEX FDS128.1K shares296.82%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR351.0K shares-0.41%2026-06-302026-07-24

BROADCOM INC BROADCOM INC25.0K shares0.98%2026-06-302026-07-24

VOO VANGUARD INDEX FDS13.4K shares9.12%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC15.7K shares3.34%2026-06-302026-07-24

Sponsored

MRVL MARVELL TECHNOLOGY INC29.3K shares-0.80%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F160.5K shares14.97%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T29.5K shares0.13%2026-06-302026-07-24

PDEC INNOVATOR ETFS TRUST130.4K shares-1.02%2026-06-302026-07-24

IVVM BLACKROCK ETF TRUST II155.9K shares-1.16%2026-06-302026-07-24

FBCG FIDELITY COVINGTON TRUST91.0K shares15.00%2026-06-302026-07-24

HD HOME DEPOT INC15.8K shares-1.17%2026-06-302026-07-24

VISA INC VISA INC16.2K shares-0.43%2026-06-302026-07-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL10.6K shares-1.58%2026-06-302026-07-24

AVLV AMERICAN CENTY ETF TR56.7K shares6.02%2026-06-302026-07-24

IWF ISHARES TR40.5K shares307.75%2026-06-302026-07-24

LLY ELI LILLY & CO4.1K shares2.48%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP35.6K shares0.47%2026-06-302026-07-24

CGNG CAPITAL GROUP NEW GEOGRAPHY129.8K shares4.93%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR165.2K shares7.08%2026-06-302026-07-24

IJH ISHARES TR61.4K shares-4.69%2026-06-302026-07-24

Sponsored

PNOV INNOVATOR ETFS TRUST98.3K shares-0.71%2026-06-302026-07-24

BSCQ INVESCO EXCH TRD SLF IDX FD222.4K shares-6.24%2026-06-302026-07-24

BSCR INVESCO EXCH TRD SLF IDX FD219.5K shares-2.03%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO12.0K shares2.41%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS47.3K shares-3.27%2026-06-302026-07-24

VXUS VANGUARD STAR FDS44.8K shares2.15%2026-06-302026-07-24

CAT CATERPILLAR INC3.5K shares0.31%2026-06-302026-07-24

PJAN INNOVATOR ETFS TRUST75.6K shares0.00%2026-06-302026-07-24

Sponsored

TBUX T ROWE PRICE EXCHANGE-TRADED72.7K shares3.16%2026-06-302026-07-24

VBIL VANGUARD INSTL INDEX FD45.2K shares7.20%2026-06-302026-07-24

BSCS INVESCO EXCH TRD SLF IDX FD167.0K shares6.43%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.5K shares-2.24%2026-06-302026-07-24

POCT INNOVATOR ETFS TRUST71.8K shares0.00%2026-06-302026-07-24

PJUL INNOVATOR ETFS TRUST67.8K shares-18.03%2026-06-302026-07-24

HDV ISHARES TR120.7K shares400.00%2026-06-302026-07-24

PAPR INNOVATOR ETFS TRUST77.0K shares-0.79%2026-06-302026-07-24

Sponsored

TCAF T ROWE PRICE EXCHANGE-TRADED76.4K shares-1.26%2026-06-302026-07-24

FENI FIDELITY COVINGTON TRUST77.7K shares9.03%2026-06-302026-07-24

CVX CHEVRON CORPORATION18.7K shares0.77%2026-06-302026-07-24

DLN WISDOMTREE TR31.1K shares0.02%2026-06-302026-07-24

ONEQ FIDELITY COMWLTH TR28.4K shares-0.18%2026-06-302026-07-24

IJR ISHARES TR19.6K shares-4.71%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC8.5K shares-2.98%2026-06-302026-07-24

PMAR INNOVATOR ETFS TRUST60.2K shares-0.38%2026-06-302026-07-24

Sponsored

VGT VANGUARD WORLD FD23.5K shares758.29%2026-06-302026-07-24

TSLA TESLA INC6.6K shares3.96%2026-06-302026-07-24

PAUG INNOVATOR ETFS TRUST59.9K shares-5.72%2026-06-302026-07-24

ORACLE CORP ORACLE CORP17.9K shares5.44%2026-06-302026-07-24

GLD SPDR GOLD TR7.1K shares1.78%2026-06-302026-07-24

BAC BANK OF AMER CORP44.9K shares-0.42%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC28.3K shares0.44%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.2K shares-1.85%2026-06-302026-07-24

Sponsored

SCHM SCHWAB STRATEGIC TR64.5K shares-3.30%2026-06-302026-07-24

AVUV AMERICAN CENTY ETF TR18.8K shares2.15%2026-06-302026-07-24

VIOO VANGUARD ADMIRAL FDS INC17.0K shares-0.21%2026-06-302026-07-24

FBND FIDELITY MERRIMACK STR TR51.3K shares-71.83%2026-06-302026-07-24

BSCT INVESCO EXCH TRD SLF IDX FD123.3K shares1.57%2026-06-302026-07-24

ABBVIE INC ABBVIE INC9.1K shares2.41%2026-06-302026-07-24

JAAA JANUS DETROIT STR TR42.7K shares-60.15%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS13.6K shares2.48%2026-06-302026-07-24

Sponsored

JNJ JOHNSON & JOHNSON8.4K shares0.73%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II6.9K shares0.41%2026-06-302026-07-24

VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD30.5K shares4.39%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.28.4K shares1.90%2026-06-302026-07-24

IVE ISHARES TR8.9K shares1.59%2026-06-302026-07-24

VCRM VANGUARD MUN BD FDS24.9K shares-1.35%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR52.3K shares-0.99%2026-06-302026-07-24

DVY ISHARES TR11.9K shares2.24%2026-06-302026-07-24

Sponsored

WMT WALMART INC16.3K shares2.10%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC1.5K shares-12.24%2026-06-302026-07-24

FMDE FIDELITY COVINGTON TRUST42.2K shares8.77%2026-06-302026-07-24

FBTC FIDELITY WISE ORIGIN BITCOIN33.3K shares6.97%2026-06-302026-07-24

VUG VANGUARD INDEX FDS19.7K shares509.03%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.7K shares1.03%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND2.9K shares-0.84%2026-06-302026-07-24

DIS DISNEY WALT CO15.9K shares0.32%2026-06-302026-07-24

Sponsored

VTV VANGUARD INDEX FDS6.9K shares1.28%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-24

JCPB J P MORGAN EXCHANGE TRADED F31.4K shares0.76%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR27.7K shares1.28%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST17.8K shares0.00%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC12.4K shares3.33%2026-06-302026-07-24

PYLD PIMCO ETF TR54.5K shares3.33%2026-06-302026-07-24

VCRB VANGUARD MALVERN FDS18.7K shares0.78%2026-06-302026-07-24

Sponsored

DGRO ISHARES TR18.8K shares-8.01%2026-06-302026-07-24

VSDM VANGUARD MUN BD FDS18.0K shares-1.83%2026-06-302026-07-24

PG PROCTER & GAMBLE CO9.4K shares0.75%2026-06-302026-07-24

QCOM QUALCOMM INC7.3K shares-1.61%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC2.3K shares9.92%2026-06-302026-07-24

MRK MERCK & CO INC10.5K shares1.31%2026-06-302026-07-24

IWD ISHARES TR5.5K shares0.92%2026-06-302026-07-24

BSCU INVESCO EXCH TRD SLF IDX FD79.3K shares4.72%2026-06-302026-07-24

Sponsored

IBM INTERNATIONAL BUSINESS MACHS4.7K shares-3.88%2026-06-302026-07-24

AVSC AMERICAN CENTY ETF TR17.3K shares2.31%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP2.3K shares0.09%2026-06-302026-07-24

IVW ISHARES TR8.5K shares-1.34%2026-06-302026-07-24

PFEB INNOVATOR ETFS TRUST26.9K shares-1.37%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS11.7K shares1.48%2026-06-302026-07-24

MAXJ ISHARES TR37.8K shares-6.20%2026-06-302026-07-24

KO COCA COLA CO13.5K shares1.24%2026-06-302026-07-24

Sponsored

FESM FIDELITY COVINGTON TRUST22.7K shares5.13%2026-06-302026-07-24

FHEQ FIDELITY GREENWOOD STREET TR32.7K shares-4.53%2026-06-302026-07-24

TD TORONTO DOMINION BK ONT8.8K shares-2.76%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION5.6K shares0.80%2026-06-302026-07-24

MTUM ISHARES TR3.1K shares0.00%2026-06-302026-07-24

PEG PUBLIC SVC ENTERPRISE GROUP13.2K shares234.21%2026-06-302026-07-24

DFUV DIMENSIONAL ETF TRUST19.2K shares-0.26%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST23.8K shares-1.77%2026-06-302026-07-24

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR23.0K shares0.00%2026-06-302026-07-24

MCD MCDONALDS CORP3.7K shares0.65%2026-06-302026-07-24

GBTC GRAYSCALE BITCOIN TRUST ETF22.1K shares0.00%2026-06-302026-07-24

PJUN INNOVATOR ETFS TRUST22.9K shares-1.72%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC8.3K shares1.03%2026-06-302026-07-24

ZSEP INNOVATOR ETFS TRUST34.8K shares0.00%2026-06-302026-07-24

ITA ISHARES TR4.0K shares8.35%2026-06-302026-07-24

NOCT INNOVATOR ETFS TRUST15.3K shares0.00%2026-06-302026-07-24

Sponsored

GLW CORNING INC3.7K shares1.06%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR4.9K shares16.73%2026-06-302026-07-24

IWM ISHARES TR3.1K shares-0.19%2026-06-302026-07-24

GE GE AEROSPACE2.5K shares2.67%2026-06-302026-07-24

FELV FIDELITY COVINGTON TRUST22.9K shares0.05%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.2K shares8.51%2026-06-302026-07-24

BA BOEING CO4.2K shares1.00%2026-06-302026-07-24

VGMS VANGUARD MALVERN FDS17.5K shares2.32%2026-06-302026-07-24

Sponsored

VHT VANGUARD WORLD FD2.9K shares0.31%2026-06-302026-07-24

BAUG INNOVATOR ETFS TRUST16.2K shares-4.31%2026-06-302026-07-24

BINC BLACKROCK ETF TRUST II16.6K shares3.67%2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP5.0K sharesnew addition2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC834 shares1.46%2026-06-302026-07-24

JSCP J P MORGAN EXCHANGE TRADED F17.6K shares31.49%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS11.6K shares3.37%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO2.3K shares0.64%2026-06-302026-07-24

Sponsored

UAUG INNOVATOR ETFS TRUST18.6K shares0.00%2026-06-302026-07-24

PEP PEPSICO INC5.8K shares-3.26%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST9.4K shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR8.0K shares-0.52%2026-06-302026-07-24

DE DEERE & CO1.2K shares1.94%2026-06-302026-07-24

PSEP INNOVATOR ETFS TRUST16.6K shares0.00%2026-06-302026-07-24

AMGN AMGEN INC2.1K shares1.93%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares-2.01%2026-06-302026-07-24

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F13.2K shares0.66%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC10.3K shares4.87%2026-06-302026-07-24

NAPR INNOVATOR ETFS TRUST12.4K shares0.00%2026-06-302026-07-24

SSO PROSHARES TR10.8K shares0.02%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP2.9K shares-2.21%2026-06-302026-07-24

USIG ISHARES TR13.6K shares0.00%2026-06-302026-07-24

GEV GE VERNOVA INC593 shares2.77%2026-06-302026-07-24

MO ALTRIA GROUP INC9.6K shares0.56%2026-06-302026-07-24

Sponsored

ASML ASML HLDG NV344 shares1.47%2026-06-302026-07-24

CGXU CAPITAL GROUP INTL FOCUS EQT19.5K shares31.43%2026-06-302026-07-24

FQAL FIDELITY COVINGTON TRUST8.2K shares0.00%2026-06-302026-07-24

XBOC INNOVATOR ETFS TRUST18.3K shares0.00%2026-06-302026-07-24

NJUL INNOVATOR ETFS TRUST8.4K shares-3.46%2026-06-302026-07-24

SNDK SANDISK CORP282 sharesnew addition2026-06-302026-07-24

IJK ISHARES TR5.4K shares0.00%2026-06-302026-07-24

QLD PROSHARES TR6.5K shares2.61%2026-06-302026-07-24

Sponsored

PM PHILIP MORRIS INTL INC3.4K shares3.78%2026-06-302026-07-24

IVOO VANGUARD ADMIRAL FDS INC4.6K shares0.00%2026-06-302026-07-24

MCK MCKESSON CORP797 shares4.73%2026-06-302026-07-24

COP CONOCOPHILLIPS5.8K shares-0.02%2026-06-302026-07-24

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F9.6K shares-1.63%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F7.0K shares0.00%2026-06-302026-07-24

NJAN INNOVATOR ETFS TRUST9.7K shares0.00%2026-06-302026-07-24

PFF ISHARES TR18.7K shares-1.65%2026-06-302026-07-24

Sponsored

APPLIED MATLS INC APPLIED MATLS INC772 shares9.04%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR18.8K shares0.00%2026-06-302026-07-24

CMI CUMMINS INC773 shares-3.38%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS4.2K shares0.00%2026-06-302026-07-24

BJUL INNOVATOR ETFS TRUST9.9K shares-1.98%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T10.0K shares-2.45%2026-06-302026-07-24

VTC VANGUARD SCOTTSDALE FDS6.9K shares1.46%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L14.5K shares0.10%2026-06-302026-07-24

Sponsored

BN BROOKFIELD CORP12.2K shares0.00%2026-06-302026-07-24

DDTO INNOVATOR ETFS TRUST22.5K shares-1.75%2026-06-302026-07-24

IAU ISHARES GOLD TR6.8K shares0.10%2026-06-302026-07-24

BFEB INNOVATOR ETFS TRUST9.4K shares0.00%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 40686 shares-4.99%2026-06-302026-07-24

INTC INTEL CORP3.5K sharesnew addition2026-06-302026-07-24

VXF VANGUARD INDEX FDS1.9K shares0.88%2026-06-302026-07-24

UMAR INNOVATOR ETFS TRUST11.3K shares0.00%2026-06-302026-07-24

Sponsored

RSPH INVESCO EXCHANGE TRADED FD T14.2K shares-1.69%2026-06-302026-07-24

BSJQ INVESCO EXCH TRD SLF IDX FD20.5K shares-0.10%2026-06-302026-07-24

MPC MARATHON PETE CORP1.8K shares0.61%2026-06-302026-07-24

SFLR INNOVATOR ETFS TRUST11.8K shares0.00%2026-06-302026-07-24

FNDX SCHWAB STRATEGIC TR14.6K shares0.00%2026-06-302026-07-24

IWR ISHARES TR4.1K shares8.50%2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR2.4K shares0.04%2026-06-302026-07-24

OSEA HARBOR ETF TRUST14.6K shares0.00%2026-06-302026-07-24

Sponsored

DUK DUKE ENERGY CORP NEW3.5K shares1.13%2026-06-302026-07-24

DFIV DIMENSIONAL ETF TRUST8.1K shares0.00%2026-06-302026-07-24

BX BLACKSTONE INC3.7K shares4.06%2026-06-302026-07-24

BDEC INNOVATOR ETFS TRUST8.1K shares0.00%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR2.7K shares0.07%2026-06-302026-07-24

BITB BITWISE BITCOIN ETF TR13.5K shares0.93%2026-06-302026-07-24

RONB BARON ETF TR17.6K sharesnew addition2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC1.9K sharesnew addition2026-06-302026-07-24

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.9K sharesnew addition2026-06-302026-07-24

BNDX VANGUARD CHARLOTTE FDS8.6K shares25.65%2026-06-302026-07-24

WDC WESTERN DIGITAL CORP648 sharesnew addition2026-06-302026-07-24

LIN LINDE PLC796 shares7.42%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC3.8K shares2.11%2026-06-302026-07-24

JBND J P MORGAN EXCHANGE TRADED F7.5K shares0.01%2026-06-302026-07-24

ITOT ISHARES TR2.4K shares2.83%2026-06-302026-07-24

BNOV INNOVATOR ETFS TRUST8.4K shares0.00%2026-06-302026-07-24

Sponsored

IWP ISHARES TR2.7K shares0.00%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC1.6K shares-4.34%2026-06-302026-07-24

LOW LOWES COS INC1.8K shares1.47%2026-06-302026-07-24

IJJ ISHARES TR2.7K shares-0.93%2026-06-302026-07-24

BJAN INNOVATOR ETFS TRUST6.7K shares0.00%2026-06-302026-07-24

PPL CORP PPL CORP10.6K shares0.97%2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF11.5K sharesnew addition2026-06-302026-07-24

ABT ABBOTT LABORATORIES4.2K shares-0.26%2026-06-302026-07-24

Sponsored

AIG AMERICAN INTL GROUP INC5.1K shares-0.73%2026-06-302026-07-24

ACLC AMERICAN CENTY ETF TR4.5K shares0.00%2026-06-302026-07-24

IJT ISHARES TR2.1K shares0.00%2026-06-302026-07-24

CGGR CAPITAL GROUP GROWTH ETF7.9K shares-1.37%2026-06-302026-07-24

SPXL DIREXION SHARES ETF TRUST1.4K shares0.00%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO1.0K shares-1.60%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.1K shares-0.19%2026-06-302026-07-24

TQQQ PROSHARES TR4.3K shares-18.15%2026-06-302026-07-24

Sponsored

TLH ISHARES TR3.4K sharesnew addition2026-06-302026-07-24

BK BANK OF NY MELLON CORP2.4K shares1.54%2026-06-302026-07-24

CRWV COREWEAVE INC3.4K shares10.89%2026-06-302026-07-24

PMAY INNOVATOR ETFS TRUST8.2K shares40.26%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP938 shares-0.32%2026-06-302026-07-24

VDE VANGUARD WORLD FD2.2K shares0.00%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR6.2K shares-3.83%2026-06-302026-07-24

COWZ PACER FDS TR5.3K shares1.73%2026-06-302026-07-24

Sponsored

IEMG ISHARES INC3.9K shares0.23%2026-06-302026-07-24

CFG CITIZENS FINL GROUP INC4.5K shares0.72%2026-06-302026-07-24

MFSM MFS ACTIVE EXCHANGE TRADED F12.5K shares0.00%2026-06-302026-07-24

BSJR INVESCO EXCH TRD SLF IDX FD14.0K shares-1.58%2026-06-302026-07-24

DSI ISHARES TR2.2K shares0.00%2026-06-302026-07-24

SPTM SPDR SERIES TRUST3.4K shares0.00%2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP964 shares1.05%2026-06-302026-07-24

FDX FEDEX CORP967 shares0.94%2026-06-302026-07-24

Sponsored

BLK BLACKROCK INC311 shares0.97%2026-06-302026-07-24

EXC EXELON CORP6.3K shares2.37%2026-06-302026-07-24

BJUN INNOVATOR ETFS TRUST6.0K shares0.00%2026-06-302026-07-24

SPLV INVESCO EXCH TRADED FD TR II3.9K shares-9.52%2026-06-302026-07-24

C CITIGROUP INC2.1K shares8.99%2026-06-302026-07-24

MS MORGAN STANLEY1.4K shares8.81%2026-06-302026-07-24

KOCT INNOVATOR ETFS TRUST7.6K shares0.00%2026-06-302026-07-24

AVUS AMERICAN CENTY ETF TR2.2K shares0.00%2026-06-302026-07-24

Sponsored

SHEL SHELL PLC3.6K shares0.00%2026-06-302026-07-24

F FORD MTR CO19.9K shares-3.79%2026-06-302026-07-24

DFTX DEFINIUM THERAPEUTICS INC5.8K sharesnew addition2026-06-302026-07-24

PSX PHILLIPS 661.6K shares2.66%2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS3.6K shares0.68%2026-06-302026-07-24

IAPR INNOVATOR ETFS TRUST8.2K shares0.00%2026-06-302026-07-24

SCHW SCHWAB CHARLES CORP2.9K shares2.49%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC2.0K shares16.38%2026-06-302026-07-24

Sponsored

EFG ISHARES TR2.1K shares0.00%2026-06-302026-07-24

MGC VANGUARD WORLD FD957 sharesnew addition2026-06-302026-07-24

TXN TEXAS INSTRS INC873 sharesnew addition2026-06-302026-07-24

IXN ISHARES TR1.8K sharesnew addition2026-06-302026-07-24

SBUX STARBUCKS CORP2.5K shares0.28%2026-06-302026-07-24

FENY FIDELITY COVINGTON TRUST8.7K shares-1.42%2026-06-302026-07-24

IWV ISHARES TR600 shares0.00%2026-06-302026-07-24

ADX ADAMS DIVERSIFIED EQUITY FD10.0K shares0.00%2026-06-302026-07-24

Sponsored

VOT VANGUARD INDEX FDS833 shares0.00%2026-06-302026-07-24

BP BP PLC6.8K shares-8.13%2026-06-302026-07-24

IMAY INNOVATOR ETFS TRUST7.9K sharesnew addition2026-06-302026-07-24

EFA ISHARES TR2.4K shares3.36%2026-06-302026-07-24

T AT&T INC12.0K shares3.40%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS3.1K shares5.12%2026-06-302026-07-24

MFSV MFS ACTIVE EXCHANGE TRADED F8.4K shares0.00%2026-06-302026-07-24

LRCX LAM RESEARCH CORP543 sharesnew addition2026-06-302026-07-24

Sponsored

TT TRANE TECHNOLOGIES PLC474 shares1.50%2026-06-302026-07-24

TFI SPDR SERIES TRUST5.0K shares0.00%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC5.4K shares0.46%2026-06-302026-07-24

SHOP SHOPIFY INC2.0K shares5.25%2026-06-302026-07-24

SCHE SCHWAB STRATEGIC TR6.2K shares-0.16%2026-06-302026-07-24

SOXX ISHARES TR351 sharesnew addition2026-06-302026-07-24

EMR EMERSON ELEC CO1.6K sharesnew addition2026-06-302026-07-24

BSCV INVESCO EXCH TRD SLF IDX FD13.6K sharesnew addition2026-06-302026-07-24

Sponsored

DNP DNP SELECT INCOME FD INC20.6K shares0.33%2026-06-302026-07-24

LQDW ISHARES TR9.2K shares0.23%2026-06-302026-07-24

NNOV INNOVATOR ETFS TRUST7.0K sharesnew addition2026-06-302026-07-24

XLC SELECT SECTOR SPDR TR2.1K shares0.00%2026-06-302026-07-24

MET METLIFE INC2.5K sharesnew addition2026-06-302026-07-24

BE BLOOM ENERGY CORP707 sharesnew addition2026-06-302026-07-24

NOC NORTHROP GRUMMAN CORP415 shares2.98%2026-06-302026-07-24

XBJA INNOVATOR ETFS TRUST6.2K sharesnew addition2026-06-302026-07-24

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T3.2K sharesnew addition2026-06-302026-07-24

MELI MERCADOLIBRE INC123 shares0.00%2026-06-302026-07-24

DDFS INNOVATOR ETFS TRUST9.5K shares0.00%2026-06-302026-07-24

XBAP INNOVATOR ETFS TRUST4.9K shares-27.37%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO2.1K shares-20.58%2026-06-302026-07-24

VSDB VANGUARD MALVERN FDS2.7K sharesnew addition2026-06-302026-07-24

AWK AMERICAN WTR WKS CO INC NEW1.5K sharesnew addition2026-06-302026-07-24

UNOV INNOVATOR ETFS TRUST5.0K sharesnew addition2026-06-302026-07-24

Sponsored

ENB ENBRIDGE INC3.7K sharesnew addition2026-06-302026-07-24

ETN EATON CORP PLC457 sharesnew addition2026-06-302026-07-24

WFC WELLS FARGO & CO2.3K shares-5.11%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS2.4K sharesnew addition2026-06-302026-07-24

ETHE GRAYSCALE ETHEREUM STAKING E12.3K shares-1.98%2026-06-302026-07-24

ACRS ACLARIS THERAPEUTICS INC17.8K shares0.00%2026-06-302026-07-24

SNXFX ATAIBECKLEY INC12.9K shares0.00%2026-06-302026-07-24

CABA CABALETTA BIO INC15.0K shares0.00%2026-06-302026-07-24

Sponsored

WWR WESTWATER RES INC15.0K shares0.00%2026-06-302026-07-24

AAPL

APPLE INC

0.43%

Shares201.4K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

2.73%

Shares1.2M

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

0.56%

Shares1.0M

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.51%

Shares136.9K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

0.53%

Shares43.2K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

1.60%

Shares134.6K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

3.91%

Shares67.9K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.62%

Shares68.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

2.13%

Shares31.4K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

1.93%

Shares221.3K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-1.25%

Shares75.3K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.90%

Shares21.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

1.69%

Shares43.1K

Event2026-06-30

Filed2026-07-24

BALT

INNOVATOR ETFS TRUST

0.53%

Shares455.7K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-2.03%

Shares48.3K

Event2026-06-30

Filed2026-07-24

ZALT

INNOVATOR ETFS TRUST

0.10%

Shares416.2K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

-1.92%

Shares91.8K

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

6.11%

Shares110.4K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

4.39%

Shares29.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

296.82%

Shares128.1K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

-0.41%

Shares351.0K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

0.98%

Shares25.0K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

9.12%

Shares13.4K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

3.34%

Shares15.7K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

-0.80%

Shares29.3K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

14.97%

Shares160.5K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

0.13%

Shares29.5K

Event2026-06-30

Filed2026-07-24

PDEC

INNOVATOR ETFS TRUST

-1.02%

Shares130.4K

Event2026-06-30

Filed2026-07-24

IVVM

BLACKROCK ETF TRUST II

-1.16%

Shares155.9K

Event2026-06-30

Filed2026-07-24

FBCG

FIDELITY COVINGTON TRUST

15.00%

Shares91.0K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-1.17%

Shares15.8K

Event2026-06-30

Filed2026-07-24

VISA INC

-0.43%

Shares16.2K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.58%

Shares10.6K

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

6.02%

Shares56.7K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

307.75%

Shares40.5K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

2.48%

Shares4.1K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

0.47%

Shares35.6K

Event2026-06-30

Filed2026-07-24

CGNG

CAPITAL GROUP NEW GEOGRAPHY

4.93%

Shares129.8K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

7.08%

Shares165.2K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

-4.69%

Shares61.4K

Event2026-06-30

Filed2026-07-24

PNOV

INNOVATOR ETFS TRUST

-0.71%

Shares98.3K

Event2026-06-30

Filed2026-07-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

-6.24%

Shares222.4K

Event2026-06-30

Filed2026-07-24

BSCR

INVESCO EXCH TRD SLF IDX FD

-2.03%

Shares219.5K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

2.41%

Shares12.0K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

-3.27%

Shares47.3K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

2.15%

Shares44.8K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

0.31%

Shares3.5K

Event2026-06-30

Filed2026-07-24

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares75.6K

Event2026-06-30

Filed2026-07-24

TBUX

T ROWE PRICE EXCHANGE-TRADED

3.16%

Shares72.7K

Event2026-06-30

Filed2026-07-24

VBIL

VANGUARD INSTL INDEX FD

7.20%

Shares45.2K

Event2026-06-30

Filed2026-07-24

BSCS

INVESCO EXCH TRD SLF IDX FD

6.43%

Shares167.0K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

-2.24%

Shares6.5K

Event2026-06-30

Filed2026-07-24

POCT

INNOVATOR ETFS TRUST

0.00%

Shares71.8K

Event2026-06-30

Filed2026-07-24

PJUL

INNOVATOR ETFS TRUST

-18.03%

Shares67.8K

Event2026-06-30

Filed2026-07-24

HDV

ISHARES TR

400.00%

Shares120.7K

Event2026-06-30

Filed2026-07-24

PAPR

INNOVATOR ETFS TRUST

-0.79%

Shares77.0K

Event2026-06-30

Filed2026-07-24

TCAF

T ROWE PRICE EXCHANGE-TRADED

-1.26%

Shares76.4K

Event2026-06-30

Filed2026-07-24

FENI

FIDELITY COVINGTON TRUST

9.03%

Shares77.7K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

0.77%

Shares18.7K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

0.02%

Shares31.1K

Event2026-06-30

Filed2026-07-24

ONEQ

FIDELITY COMWLTH TR

-0.18%

Shares28.4K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-4.71%

Shares19.6K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

-2.98%

Shares8.5K

Event2026-06-30

Filed2026-07-24

PMAR

INNOVATOR ETFS TRUST

-0.38%

Shares60.2K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

758.29%

Shares23.5K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

3.96%

Shares6.6K

Event2026-06-30

Filed2026-07-24

PAUG

INNOVATOR ETFS TRUST

-5.72%

Shares59.9K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

5.44%

Shares17.9K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

1.78%

Shares7.1K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

-0.42%

Shares44.9K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

0.44%

Shares28.3K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

-1.85%

Shares3.2K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

-3.30%

Shares64.5K

Event2026-06-30

Filed2026-07-24

AVUV

AMERICAN CENTY ETF TR

2.15%

Shares18.8K

Event2026-06-30

Filed2026-07-24

VIOO

VANGUARD ADMIRAL FDS INC

-0.21%

Shares17.0K

Event2026-06-30

Filed2026-07-24

FBND

FIDELITY MERRIMACK STR TR

-71.83%

Shares51.3K

Event2026-06-30

Filed2026-07-24

BSCT

INVESCO EXCH TRD SLF IDX FD

1.57%

Shares123.3K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

2.41%

Shares9.1K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

-60.15%

Shares42.7K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

2.48%

Shares13.6K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.73%

Shares8.4K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

0.41%

Shares6.9K

Event2026-06-30

Filed2026-07-24

VANGUARD WELLESLEY INCOME FD

4.39%

Shares30.5K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

1.90%

Shares28.4K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

1.59%

Shares8.9K

Event2026-06-30

Filed2026-07-24

VCRM

VANGUARD MUN BD FDS

-1.35%

Shares24.9K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

-0.99%

Shares52.3K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

2.24%

Shares11.9K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

2.10%

Shares16.3K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-12.24%

Shares1.5K

Event2026-06-30

Filed2026-07-24

FMDE

FIDELITY COVINGTON TRUST

8.77%

Shares42.2K

Event2026-06-30

Filed2026-07-24

FBTC

FIDELITY WISE ORIGIN BITCOIN

6.97%

Shares33.3K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

509.03%

Shares19.7K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

1.03%

Shares1.7K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

-0.84%

Shares2.9K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

0.32%

Shares15.9K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

1.28%

Shares6.9K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

JCPB

J P MORGAN EXCHANGE TRADED F

0.76%

Shares31.4K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

1.28%

Shares27.7K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

3.33%

Shares12.4K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO ETF TR

3.33%

Shares54.5K

Event2026-06-30

Filed2026-07-24

VCRB

VANGUARD MALVERN FDS

0.78%

Shares18.7K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

-8.01%

Shares18.8K

Event2026-06-30

Filed2026-07-24

VSDM

VANGUARD MUN BD FDS

-1.83%

Shares18.0K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

0.75%

Shares9.4K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-1.61%

Shares7.3K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

9.92%

Shares2.3K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

1.31%

Shares10.5K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.92%

Shares5.5K

Event2026-06-30

Filed2026-07-24

BSCU

INVESCO EXCH TRD SLF IDX FD

4.72%

Shares79.3K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-3.88%

Shares4.7K

Event2026-06-30

Filed2026-07-24

AVSC

AMERICAN CENTY ETF TR

2.31%

Shares17.3K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

0.09%

Shares2.3K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

-1.34%

Shares8.5K

Event2026-06-30

Filed2026-07-24

PFEB

INNOVATOR ETFS TRUST

-1.37%

Shares26.9K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

1.48%

Shares11.7K

Event2026-06-30

Filed2026-07-24

MAXJ

ISHARES TR

-6.20%

Shares37.8K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

1.24%

Shares13.5K

Event2026-06-30

Filed2026-07-24

FESM

FIDELITY COVINGTON TRUST

5.13%

Shares22.7K

Event2026-06-30

Filed2026-07-24

FHEQ

FIDELITY GREENWOOD STREET TR

-4.53%

Shares32.7K

Event2026-06-30

Filed2026-07-24

TORONTO DOMINION BK ONT

-2.76%

Shares8.8K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

0.80%

Shares5.6K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP

234.21%

Shares13.2K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

-0.26%

Shares19.2K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

-1.77%

Shares23.8K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

0.00%

Shares23.0K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.65%

Shares3.7K

Event2026-06-30

Filed2026-07-24

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares22.1K

Event2026-06-30

Filed2026-07-24

PJUN

INNOVATOR ETFS TRUST

-1.72%

Shares22.9K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

1.03%

Shares8.3K

Event2026-06-30

Filed2026-07-24

ZSEP

INNOVATOR ETFS TRUST

0.00%

Shares34.8K

Event2026-06-30

Filed2026-07-24

ITA

ISHARES TR

8.35%

Shares4.0K

Event2026-06-30

Filed2026-07-24

NOCT

INNOVATOR ETFS TRUST

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

1.06%

Shares3.7K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

16.73%

Shares4.9K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-0.19%

Shares3.1K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

2.67%

Shares2.5K

Event2026-06-30

Filed2026-07-24

FELV

FIDELITY COVINGTON TRUST

0.05%

Shares22.9K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

8.51%

Shares2.2K

Event2026-06-30

Filed2026-07-24

BOEING CO

1.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

VGMS

VANGUARD MALVERN FDS

2.32%

Shares17.5K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

0.31%

Shares2.9K

Event2026-06-30

Filed2026-07-24

BAUG

INNOVATOR ETFS TRUST

-4.31%

Shares16.2K

Event2026-06-30

Filed2026-07-24

BINC

BLACKROCK ETF TRUST II

3.67%

Shares16.6K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares5.0K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

1.46%

Shares834

Event2026-06-30

Filed2026-07-24

JSCP

J P MORGAN EXCHANGE TRADED F

31.49%

Shares17.6K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

3.37%

Shares11.6K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

0.64%

Shares2.3K

Event2026-06-30

Filed2026-07-24

UAUG

INNOVATOR ETFS TRUST

0.00%

Shares18.6K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-3.26%

Shares5.8K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-0.52%

Shares8.0K

Event2026-06-30

Filed2026-07-24

DEERE & CO

1.94%

Shares1.2K

Event2026-06-30

Filed2026-07-24

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

1.93%

Shares2.1K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.01%

Shares1.6K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

0.66%

Shares13.2K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

4.87%

Shares10.3K

Event2026-06-30

Filed2026-07-24

NAPR

INNOVATOR ETFS TRUST

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-24

SSO

PROSHARES TR

0.02%

Shares10.8K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

-2.21%

Shares2.9K

Event2026-06-30

Filed2026-07-24

USIG

ISHARES TR

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

2.77%

Shares593

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

0.56%

Shares9.6K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

1.47%

Shares344

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

31.43%

Shares19.5K

Event2026-06-30

Filed2026-07-24

FQAL

FIDELITY COVINGTON TRUST

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-24

XBOC

INNOVATOR ETFS TRUST

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-24

NJUL

INNOVATOR ETFS TRUST

-3.46%

Shares8.4K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP

New

Shares282

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

QLD

PROSHARES TR

2.61%

Shares6.5K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

3.78%

Shares3.4K

Event2026-06-30

Filed2026-07-24

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

4.73%

Shares797

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

-0.02%

Shares5.8K

Event2026-06-30

Filed2026-07-24

J P MORGAN EXCHANGE TRADED F

-1.63%

Shares9.6K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

NJAN

INNOVATOR ETFS TRUST

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

-1.65%

Shares18.7K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

9.04%

Shares772

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares18.8K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

-3.38%

Shares773

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

BJUL

INNOVATOR ETFS TRUST

-1.98%

Shares9.9K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

-2.45%

Shares10.0K

Event2026-06-30

Filed2026-07-24

VTC

VANGUARD SCOTTSDALE FDS

1.46%

Shares6.9K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

0.10%

Shares14.5K

Event2026-06-30

Filed2026-07-24

BROOKFIELD CORP

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-24

DDTO

INNOVATOR ETFS TRUST

-1.75%

Shares22.5K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

0.10%

Shares6.8K

Event2026-06-30

Filed2026-07-24

BFEB

INNOVATOR ETFS TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

-4.99%

Shares686

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

New

Shares3.5K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

0.88%

Shares1.9K

Event2026-06-30

Filed2026-07-24

UMAR

INNOVATOR ETFS TRUST

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-24

RSPH

INVESCO EXCHANGE TRADED FD T

-1.69%

Shares14.2K

Event2026-06-30

Filed2026-07-24

BSJQ

INVESCO EXCH TRD SLF IDX FD

-0.10%

Shares20.5K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

0.61%

Shares1.8K

Event2026-06-30

Filed2026-07-24

SFLR

INNOVATOR ETFS TRUST

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-24

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

8.50%

Shares4.1K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-24

OSEA

HARBOR ETF TRUST

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

1.13%

Shares3.5K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

4.06%

Shares3.7K

Event2026-06-30

Filed2026-07-24

BDEC

INNOVATOR ETFS TRUST

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-24

BITB

BITWISE BITCOIN ETF TR

0.93%

Shares13.5K

Event2026-06-30

Filed2026-07-24

RONB

BARON ETF TR

New

Shares17.6K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

BNDX

VANGUARD CHARLOTTE FDS

25.65%

Shares8.6K

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP

New

Shares648

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

7.42%

Shares796

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

2.11%

Shares3.8K

Event2026-06-30

Filed2026-07-24

JBND

J P MORGAN EXCHANGE TRADED F

0.01%

Shares7.5K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

2.83%

Shares2.4K

Event2026-06-30

Filed2026-07-24

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

-4.34%

Shares1.6K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

1.47%

Shares1.8K

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES TR

-0.93%

Shares2.7K

Event2026-06-30

Filed2026-07-24

BJAN

INNOVATOR ETFS TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-24

PPL CORP

0.97%

Shares10.6K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares11.5K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-0.26%

Shares4.2K

Event2026-06-30

Filed2026-07-24

AIG

AMERICAN INTL GROUP INC

-0.73%

Shares5.1K

Event2026-06-30

Filed2026-07-24

ACLC

AMERICAN CENTY ETF TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

-1.37%

Shares7.9K

Event2026-06-30

Filed2026-07-24

SPXL

DIREXION SHARES ETF TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

-1.60%

Shares1.0K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

-0.19%

Shares1.1K

Event2026-06-30

Filed2026-07-24

TQQQ

PROSHARES TR

-18.15%

Shares4.3K

Event2026-06-30

Filed2026-07-24

TLH

ISHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP

1.54%

Shares2.4K

Event2026-06-30

Filed2026-07-24

CRWV

COREWEAVE INC

10.89%

Shares3.4K

Event2026-06-30

Filed2026-07-24

PMAY

INNOVATOR ETFS TRUST

40.26%

Shares8.2K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-0.32%

Shares938

Event2026-06-30

Filed2026-07-24

VDE

VANGUARD WORLD FD

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-3.83%

Shares6.2K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

1.73%

Shares5.3K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

0.23%

Shares3.9K

Event2026-06-30

Filed2026-07-24

CFG

CITIZENS FINL GROUP INC

0.72%

Shares4.5K

Event2026-06-30

Filed2026-07-24

MFSM

MFS ACTIVE EXCHANGE TRADED F

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-24

BSJR

INVESCO EXCH TRD SLF IDX FD

-1.58%

Shares14.0K

Event2026-06-30

Filed2026-07-24

DSI

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SPTM

SPDR SERIES TRUST

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

1.05%

Shares964

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

0.94%

Shares967

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

0.97%

Shares311

Event2026-06-30

Filed2026-07-24

EXC

EXELON CORP

2.37%

Shares6.3K

Event2026-06-30

Filed2026-07-24

BJUN

INNOVATOR ETFS TRUST

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

SPLV

INVESCO EXCH TRADED FD TR II

-9.52%

Shares3.9K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

8.99%

Shares2.1K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

8.81%

Shares1.4K

Event2026-06-30

Filed2026-07-24

KOCT

INNOVATOR ETFS TRUST

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-24

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

-3.79%

Shares19.9K

Event2026-06-30

Filed2026-07-24

DFTX

DEFINIUM THERAPEUTICS INC

New

Shares5.8K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

2.66%

Shares1.6K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

0.68%

Shares3.6K

Event2026-06-30

Filed2026-07-24

IAPR

INNOVATOR ETFS TRUST

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

2.49%

Shares2.9K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

16.38%

Shares2.0K

Event2026-06-30

Filed2026-07-24

EFG

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

MGC

VANGUARD WORLD FD

New

Shares957

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

New

Shares873

Event2026-06-30

Filed2026-07-24

IXN

ISHARES TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

0.28%

Shares2.5K

Event2026-06-30

Filed2026-07-24

FENY

FIDELITY COVINGTON TRUST

-1.42%

Shares8.7K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares600

Event2026-06-30

Filed2026-07-24

ADX

ADAMS DIVERSIFIED EQUITY FD

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

0.00%

Shares833

Event2026-06-30

Filed2026-07-24

BP PLC

-8.13%

Shares6.8K

Event2026-06-30

Filed2026-07-24

IMAY

INNOVATOR ETFS TRUST

New

Shares7.9K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

3.36%

Shares2.4K

Event2026-06-30

Filed2026-07-24

AT&T INC

3.40%

Shares12.0K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

5.12%

Shares3.1K

Event2026-06-30

Filed2026-07-24

MFSV

MFS ACTIVE EXCHANGE TRADED F

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

New

Shares543

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

1.50%

Shares474

Event2026-06-30

Filed2026-07-24

TFI

SPDR SERIES TRUST

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

0.46%

Shares5.4K

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC

5.25%

Shares2.0K

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB STRATEGIC TR

-0.16%

Shares6.2K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

New

Shares351

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

BSCV

INVESCO EXCH TRD SLF IDX FD

New

Shares13.6K

Event2026-06-30

Filed2026-07-24

DNP

DNP SELECT INCOME FD INC

0.33%

Shares20.6K

Event2026-06-30

Filed2026-07-24

LQDW

ISHARES TR

0.23%

Shares9.2K

Event2026-06-30

Filed2026-07-24

NNOV

INNOVATOR ETFS TRUST

New

Shares7.0K

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

MET

METLIFE INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-24

BLOOM ENERGY CORP

New

Shares707

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP

2.98%

Shares415

Event2026-06-30

Filed2026-07-24

XBJA

INNOVATOR ETFS TRUST

New

Shares6.2K

Event2026-06-30

Filed2026-07-24

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares3.2K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

0.00%

Shares123

Event2026-06-30

Filed2026-07-24

DDFS

INNOVATOR ETFS TRUST

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-24

XBAP

INNOVATOR ETFS TRUST

-27.37%

Shares4.9K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

-20.58%

Shares2.1K

Event2026-06-30

Filed2026-07-24

VSDB

VANGUARD MALVERN FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

AWK

AMERICAN WTR WKS CO INC NEW

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

UNOV

INNOVATOR ETFS TRUST

New

Shares5.0K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

New

Shares457

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

-5.11%

Shares2.3K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

ETHE

GRAYSCALE ETHEREUM STAKING E

-1.98%

Shares12.3K

Event2026-06-30

Filed2026-07-24

ACRS

ACLARIS THERAPEUTICS INC

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-24

SNXFX

ATAIBECKLEY INC

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-24

CABA

CABALETTA BIO INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-24

WWR

WESTWATER RES INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available