The Analysis of Fifth Third Wealth Advisors LLC's Holdings & P&L


Currently, Fifth Third Wealth Advisors LLC holds 992 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in N/A (+204.8K shares, valued at $28.0M), IWF (+207.1K shares, valued at $25.7M), FAST (+488.8K shares, valued at $23.5M); decreased their positions in EFV (-32.3K shares, valued at $2.5M), OEF (-4.7K shares, valued at $1.7M), ABT (-14.8K shares, valued at $1.3M); initiated new positions in N/A (+204.8K shares, valued at $28.0M), IMTM (+119.3K shares, valued at $6.4M), JMOM (+44.2K shares, valued at $3.8M).


1M P&L
-6.2M-0.26%
3M P&L
+8.7M+0.37%
HY P&L
-47.0M-1.95%

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/A732.6M
30.0%
2Semiconductors240.1M
9.8%
3Internet Content & Information128.6M
5.3%

Top Industries by Stock Count

1N/A134 stocks
15.2%
2Banks - Regional34 stocks
3.9%
3Specialty Industrial Machinery25 stocks
2.8%
Stock Holdings
ISHARES TR CORE S&P500 ETF
ISHARES TR CORE S&P500 ETF
2.79%
Shares511.5K
Event2026-06-30
Filed2026-07-17
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.01%
Shares299.9K
Event2026-06-30
Filed2026-07-17
NVDA
NVIDIA CORPORATION COM
0.29%
Shares636.5K
Event2026-06-30
Filed2026-07-17
AAPL
APPLE INC COM
0.55%
Shares419.9K
Event2026-06-30
Filed2026-07-17
ISHARES TR CORE MSCI EAFE
ISHARES TR CORE MSCI EAFE
2.10%
Shares1.2M
Event2026-06-30
Filed2026-07-17
GOOGL
ALPHABET INC CAP STK CL A
2.63%
Shares245.0K
Event2026-06-30
Filed2026-07-17
FAST
FASTENAL CO
38.49%
Shares1.8M
Event2026-06-30
Filed2026-07-17
MSFT
MICROSOFT CORP COM
-0.01%
Shares216.9K
Event2026-06-30
Filed2026-07-17
AMZN
AMAZON COM INC COM
1.63%
Shares303.2K
Event2026-06-30
Filed2026-07-17
IJH
ISHARES TR CORE S&P MCP ETF
-0.89%
Shares793.1K
Event2026-06-30
Filed2026-07-17
BROADCOM INC COM
BROADCOM INC COM
0.02%
Shares141.6K
Event2026-06-30
Filed2026-07-17
JPMORGAN CHASE & CO. COM
JPMORGAN CHASE & CO. COM
2.86%
Shares145.1K
Event2026-06-30
Filed2026-07-17
IJR
ISHARES TR CORE S&P SCP ETF
1.24%
Shares298.0K
Event2026-06-30
Filed2026-07-17
IEMG
ISHARES INC CORE MSCI EMKT
0.27%
Shares500.3K
Event2026-06-30
Filed2026-07-17
GOOG
ALPHABET INC CAP STK CL C
0.70%
Shares111.9K
Event2026-06-30
Filed2026-07-17
META PLATFORMS INC CL A
META PLATFORMS INC CL A
1.42%
Shares61.7K
Event2026-06-30
Filed2026-07-17
IWF
ISHARES TR RUS 1000 GRW ETF
310.62%
Shares273.7K
Event2026-06-30
Filed2026-07-17
SPYG
SPDR SERIES TRUST
3.00%
Shares284.0K
Event2026-06-30
Filed2026-07-17
SPYV
SPDR SERIES TRUST ST STR P500VAL
-1.17%
Shares498.0K
Event2026-06-30
Filed2026-07-17
LLY
ELI LILLY & CO COM
6.41%
Shares25.1K
Event2026-06-30
Filed2026-07-17
MU
MICRON TECHNOLOGY INC COM
21.74%
Shares25.6K
Event2026-06-30
Filed2026-07-17
EXXON MOBIL CORP COM
EXXON MOBIL CORP COM
New
Shares204.8K
Event2026-06-30
Filed2026-07-17
CAT
CATERPILLAR INC
9.36%
Shares26.3K
Event2026-06-30
Filed2026-07-17
MRVL
MARVELL TECHNOLOGY INC
-1.08%
Shares90.7K
Event2026-06-30
Filed2026-07-17
TSLA
TESLA INC COM
6.42%
Shares59.5K
Event2026-06-30
Filed2026-07-17
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
4.05%
Shares35.9K
Event2026-06-30
Filed2026-07-17
GEV
GE VERNOVA INC
5.87%
Shares20.9K
Event2026-06-30
Filed2026-07-17
WMT
WALMART INC COM
6.65%
Shares212.0K
Event2026-06-30
Filed2026-07-17
IWR
ISHARES TR RUS MID CAP ETF
-0.45%
Shares215.9K
Event2026-06-30
Filed2026-07-17
APPLIED MATERIALS INC
APPLIED MATERIALS INC
9.20%
Shares31.7K
Event2026-06-30
Filed2026-07-17
DVY
ISHARES TR SELECT DIVID ETF
0.99%
Shares139.4K
Event2026-06-30
Filed2026-07-17
LRCX
LAM RESEARCH CORP
3.46%
Shares49.9K
Event2026-06-30
Filed2026-07-17
BRK.B
BERKSHIRE HATHAWAY INC-CL B
-0.02%
Shares43.2K
Event2026-06-30
Filed2026-07-17
VEA
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
20.25%
Shares299.5K
Event2026-06-30
Filed2026-07-17
VGT
VANGUARD WORLD FD INF TECH ETF
684.08%
Shares165.4K
Event2026-06-30
Filed2026-07-17
EFA
ISHARES TR MSCI EAFE ETF
-0.65%
Shares187.1K
Event2026-06-30
Filed2026-07-17
AMD
ADVANCED MICRO DEVICES INC COM
38.18%
Shares33.3K
Event2026-06-30
Filed2026-07-17
VISA INC COM CL A
VISA INC COM CL A
3.67%
Shares56.2K
Event2026-06-30
Filed2026-07-17
GS
GOLDMAN SACHS GROUP INC COM
0.90%
Shares18.0K
Event2026-06-30
Filed2026-07-17
BAC
BANK AMERICA CORP COM
-0.48%
Shares303.8K
Event2026-06-30
Filed2026-07-17
HD
HOME DEPOT INC COM
3.52%
Shares47.8K
Event2026-06-30
Filed2026-07-17
DYNF
BLACKROCK ETF TRUST ISHARES US EQUIT
38.89%
Shares230.1K
Event2026-06-30
Filed2026-07-17
GE
GENERAL ELECTRIC
6.93%
Shares41.4K
Event2026-06-30
Filed2026-07-17
KLAC
KLA CORP
967.73%
Shares50.3K
Event2026-06-30
Filed2026-07-17
JNJ
JOHNSON & JOHNSON COM
7.36%
Shares57.9K
Event2026-06-30
Filed2026-07-17
ETN
EATON CORP PLC SHS
3.43%
Shares33.5K
Event2026-06-30
Filed2026-07-17
CROWDSTRIKE HLDGS INC CL A
CROWDSTRIKE HLDGS INC CL A
1.69%
Shares17.9K
Event2026-06-30
Filed2026-07-17
MASTERCARD INCORPORATED CL A
MASTERCARD INCORPORATED CL A
-8.13%
Shares25.6K
Event2026-06-30
Filed2026-07-17
ABBVIE INC COM
ABBVIE INC COM
3.20%
Shares51.1K
Event2026-06-30
Filed2026-07-17
CMI
CUMMINS INC COM
14.52%
Shares17.9K
Event2026-06-30
Filed2026-07-17
CISCO SYS INC COM
CISCO SYS INC COM
-6.56%
Shares106.3K
Event2026-06-30
Filed2026-07-17
OEF
ISHARES TR S&P 100 ETF
-12.19%
Shares33.6K
Event2026-06-30
Filed2026-07-17
EMXC
ISHARES INC MSCI EMRG CHN
5.93%
Shares119.7K
Event2026-06-30
Filed2026-07-17
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ
65.37%
Shares384.8K
Event2026-06-30
Filed2026-07-17
SCHY
SCHWAB STRATEGIC TR INTERNL DIVID
4846.48%
Shares383.3K
Event2026-06-30
Filed2026-07-17
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
0.52%
Shares195.0K
Event2026-06-30
Filed2026-07-17
BAI
BLACKROCK ETF TRUST ISHA I IN TE ETF
1.99%
Shares219.9K
Event2026-06-30
Filed2026-07-17
PM
PHILIP MORRIS INTL INC COM
-2.83%
Shares63.3K
Event2026-06-30
Filed2026-07-17
COSTCO WHSL CORP NEW COM
COSTCO WHSL CORP NEW COM
-0.99%
Shares11.9K
Event2026-06-30
Filed2026-07-17
PANW
PALO ALTO NETWORKS INC COM
5.50%
Shares32.2K
Event2026-06-30
Filed2026-07-17
ANET
ARISTA NETWORKS INC
5.71%
Shares61.5K
Event2026-06-30
Filed2026-07-17
LOW
LOWES COS INC COM
-0.66%
Shares46.2K
Event2026-06-30
Filed2026-07-17
PALANTIR TECHNOLOGIES INC-A
PALANTIR TECHNOLOGIES INC-A
4.80%
Shares85.5K
Event2026-06-30
Filed2026-07-17
JQUA
J P MORGAN EXCHANGE TRADED F
2221.49%
Shares137.8K
Event2026-06-30
Filed2026-07-17
VUG
VANGUARD INDEX FDS GROWTH ETF
503.35%
Shares110.9K
Event2026-06-30
Filed2026-07-17
EFV
ISHARES TR EAFE VALUE ETF
-20.62%
Shares124.2K
Event2026-06-30
Filed2026-07-17
MRK
MERCK & CO INC COM
1.59%
Shares73.2K
Event2026-06-30
Filed2026-07-17
CVX
CHEVRON CORPORATION COM
5.58%
Shares56.3K
Event2026-06-30
Filed2026-07-17
FCCO
FIRST COMMUNITY CORP
-1.73%
Shares283.4K
Event2026-06-30
Filed2026-07-17
KO
COCA COLA CO COM
-0.53%
Shares112.6K
Event2026-06-30
Filed2026-07-17
EFG
ISHARES TR EAFE GRWTH ETF
15.31%
Shares71.8K
Event2026-06-30
Filed2026-07-17
SDY
SPDR SERIES TRUST ST STR SP DIV
-1.23%
Shares56.9K
Event2026-06-30
Filed2026-07-17
IBM
INTERNATIONAL BUSINESS MACHS C
5.12%
Shares30.4K
Event2026-06-30
Filed2026-07-17
IWM
ISHARES TR RUSSELL 2000 ETF
3.69%
Shares27.6K
Event2026-06-30
Filed2026-07-17
ORACLE CORP COM
ORACLE CORP COM
-8.76%
Shares56.5K
Event2026-06-30
Filed2026-07-17
CLOUDFLARE INC - CLASS A
CLOUDFLARE INC - CLASS A
-0.11%
Shares33.1K
Event2026-06-30
Filed2026-07-17
NETFLIX INC COM
NETFLIX INC COM
4.70%
Shares111.4K
Event2026-06-30
Filed2026-07-17
MS
MORGAN STANLEY COM NEW
7.61%
Shares38.0K
Event2026-06-30
Filed2026-07-17
MCD
MCDONALDS CORP COM
-8.99%
Shares29.1K
Event2026-06-30
Filed2026-07-17
INTC
INTEL CORP COM
-0.52%
Shares56.1K
Event2026-06-30
Filed2026-07-17
IWD
ISHARES TR RUS 1000 VAL ETF
-2.47%
Shares31.7K
Event2026-06-30
Filed2026-07-17
RTX CORPORATION COM
RTX CORPORATION COM
3.54%
Shares40.3K
Event2026-06-30
Filed2026-07-17
TJX
TJX COS INC NEW COM
7.50%
Shares49.9K
Event2026-06-30
Filed2026-07-17
IAUM
ISHARES GOLD TRUST
2.62%
Shares188.3K
Event2026-06-30
Filed2026-07-17
VB
VANGUARD INDEX FDS SMALL CP ETF
-0.99%
Shares24.7K
Event2026-06-30
Filed2026-07-17
TXN
TEXAS INSTRS INC COM
9.16%
Shares24.8K
Event2026-06-30
Filed2026-07-17
VONG
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW
-3.90%
Shares56.7K
Event2026-06-30
Filed2026-07-17
RSP
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
0.88%
Shares33.8K
Event2026-06-30
Filed2026-07-17
PNC
PNC FINL SVCS GROUP INC COM
4.02%
Shares28.7K
Event2026-06-30
Filed2026-07-17
USFD
US FOODS HLDG CORP COM
-0.14%
Shares68.8K
Event2026-06-30
Filed2026-07-17
WFC
WELLS FARGO CO NEW COM
-7.24%
Shares84.1K
Event2026-06-30
Filed2026-07-17
NEXTERA ENERGY INC COM
NEXTERA ENERGY INC COM
-0.34%
Shares79.1K
Event2026-06-30
Filed2026-07-17
UNITEDHEALTH GROUP INC COM
UNITEDHEALTH GROUP INC COM
4.14%
Shares16.6K
Event2026-06-30
Filed2026-07-17
VIG
VANGUARD SPECIALIZED FUNDS
-8.58%
Shares28.7K
Event2026-06-30
Filed2026-07-17
DE
DEERE & CO COM
-0.29%
Shares10.7K
Event2026-06-30
Filed2026-07-17
VZ
VERIZON COMMUNICATIONS INC COM
-2.49%
Shares160.0K
Event2026-06-30
Filed2026-07-17
BLK
BLACKROCK INC COM
3.20%
Shares7.0K
Event2026-06-30
Filed2026-07-17
QCOM
QUALCOMM INC
-3.00%
Shares36.1K
Event2026-06-30
Filed2026-07-17
PG
PROCTER & GAMBLE CO COM
-3.01%
Shares44.5K
Event2026-06-30
Filed2026-07-17
IMTM
ISHARES TR MSCI INTL MOMENT
New
Shares119.3K
Event2026-06-30
Filed2026-07-17
ISRG
INTUITIVE SURGICAL INC COM NEW
1.14%
Shares15.9K
Event2026-06-30
Filed2026-07-17
PEP
PEPSICO INC COM
-0.59%
Shares46.5K
Event2026-06-30
Filed2026-07-17
VANGUARD INDEX FDS TOTAL STK MKT
VANGUARD INDEX FDS TOTAL STK MKT
2.33%
Shares16.9K
Event2026-06-30
Filed2026-07-17
AVLV
AMERICAN CENTY ETF TR US LARGE CAP VLU
134.93%
Shares67.1K
Event2026-06-30
Filed2026-07-17
IGF
ISHARES TR GLB INFRASTR ETF
18.76%
Shares88.5K
Event2026-06-30
Filed2026-07-17
IAU
ISHARES GOLD TR
0.83%
Shares74.9K
Event2026-06-30
Filed2026-07-17
QQQ
INVESCO QQQ TR
9.27%
Shares7.7K
Event2026-06-30
Filed2026-07-17
APH
AMPHENOL CORP-CL A
-9.77%
Shares30.6K
Event2026-06-30
Filed2026-07-17
VST
VISTRA CORP
-6.95%
Shares33.4K
Event2026-06-30
Filed2026-07-17
UBER
UBER TECHNOLOGIES INC
1.84%
Shares72.6K
Event2026-06-30
Filed2026-07-17
BLCR
BLACKROCK ETF TRUST ISHA LA CORE ETF
35.51%
Shares101.2K
Event2026-06-30
Filed2026-07-17
LIN
LINDE PLC SHS
7.36%
Shares9.7K
Event2026-06-30
Filed2026-07-17
ADI
ANALOG DEVICES INC COM
-1.99%
Shares12.6K
Event2026-06-30
Filed2026-07-17
PFE
PFIZER INC COM
-5.84%
Shares205.4K
Event2026-06-30
Filed2026-07-17
DUK
DUKE ENERGY CORP
-1.82%
Shares38.7K
Event2026-06-30
Filed2026-07-17
IDEF
BLACKROCK ETF TRUST ISHARES DEFENSE
45.04%
Shares148.9K
Event2026-06-30
Filed2026-07-17
IJJ
ISHARES TR S&P MC 400VL ETF
-2.30%
Shares31.4K
Event2026-06-30
Filed2026-07-17
FNDF
SCHWAB STRATEGIC TR FUNDAMENTAL INTL
116.79%
Shares85.9K
Event2026-06-30
Filed2026-07-17
WELL
WELLTOWER INC
4.43%
Shares19.8K
Event2026-06-30
Filed2026-07-17
LMT
LOCKHEED MARTIN CORP COM
0.28%
Shares8.8K
Event2026-06-30
Filed2026-07-17
IJK
ISHARES TR S&P MC 400GR ETF
-1.23%
Shares37.9K
Event2026-06-30
Filed2026-07-17
VTV
VANGUARD INDEX FDS VALUE ETF
5.88%
Shares20.4K
Event2026-06-30
Filed2026-07-17
MDY
STATE STR SPDR S&P MIDCAP 40
-0.02%
Shares6.3K
Event2026-06-30
Filed2026-07-17
GD
GENERAL DYNAMICS CORP
-1.76%
Shares12.4K
Event2026-06-30
Filed2026-07-17
TMO
THERMO FISHER SCIENTIFIC INC
1.26%
Shares8.7K
Event2026-06-30
Filed2026-07-17
TT
TRANE TECHNOLOGIES PLC
1.39%
Shares8.6K
Event2026-06-30
Filed2026-07-17
AXP
AMERICAN EXPRESS CO
-2.58%
Shares12.5K
Event2026-06-30
Filed2026-07-17
GILD
GILEAD SCIENCES INC COM
0.87%
Shares33.3K
Event2026-06-30
Filed2026-07-17
CDNS
CADENCE DESIGN SYSTEM INC COM
9.29%
Shares11.0K
Event2026-06-30
Filed2026-07-17
DIS
DISNEY WALT CO COM
-1.78%
Shares43.0K
Event2026-06-30
Filed2026-07-17
UNP
UNION PAC CORP COM
5.32%
Shares15.2K
Event2026-06-30
Filed2026-07-17
BA
BOEING CO COM
1.11%
Shares18.8K
Event2026-06-30
Filed2026-07-17
SNDK
SANDISK CORP COM
42.05%
Shares1.8K
Event2026-06-30
Filed2026-07-17
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-24.10%
Shares8.4K
Event2026-06-30
Filed2026-07-17
VO
VANGUARD INDEX FDS MID CAP ETF
306.55%
Shares49.7K
Event2026-06-30
Filed2026-07-17
DSI
ISHARES TR ESG MSCI KLD ETF
0.72%
Shares28.1K
Event2026-06-30
Filed2026-07-17
COF
CAPITAL ONE FINL CORP COM
-6.80%
Shares19.8K
Event2026-06-30
Filed2026-07-17
WMB
WILLIAMS COS INC COM
1.57%
Shares53.2K
Event2026-06-30
Filed2026-07-17
IWX
ISHARES TR RUS TP200 VL ETF
9.92%
Shares37.6K
Event2026-06-30
Filed2026-07-17
SOUTHSTATE BK CORP COM
SOUTHSTATE BK CORP COM
0.63%
Shares38.3K
Event2026-06-30
Filed2026-07-17
JMOM
J P MORGAN EXCHANGE TRADED F
New
Shares44.2K
Event2026-06-30
Filed2026-07-17
BMY
BRISTOL-MYERS SQUIBB CO
-12.99%
Shares65.4K
Event2026-06-30
Filed2026-07-17
AVUV
AMERICAN CENTY ETF TR US SML CP VALU
-0.41%
Shares30.2K
Event2026-06-30
Filed2026-07-17
CHUBB LIMITED COM
CHUBB LIMITED COM
-4.84%
Shares10.8K
Event2026-06-30
Filed2026-07-17
TFC
TRUIST FINANCIAL CORP
-3.50%
Shares74.0K
Event2026-06-30
Filed2026-07-17
SOUTHERN CO/THE
SOUTHERN CO/THE
-5.86%
Shares38.1K
Event2026-06-30
Filed2026-07-17
MPC
MARATHON PETE CORP COM
33.31%
Shares14.2K
Event2026-06-30
Filed2026-07-17
VLO
VALERO ENERGY CORP
-0.03%
Shares13.4K
Event2026-06-30
Filed2026-07-17
HONEYWELL INTL INC COM
HONEYWELL INTL INC COM
New
Shares15.5K
Event2026-06-30
Filed2026-07-17
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares15.5K
Event2026-06-30
Filed2026-07-17
COP
CONOCOPHILLIPS COM
2.25%
Shares32.9K
Event2026-06-30
Filed2026-07-17
AMGN
AMGEN INC COM
-2.36%
Shares9.3K
Event2026-06-30
Filed2026-07-17
IWY
ISHARES TR RUS TP200 GR ETF
5.64%
Shares11.5K
Event2026-06-30
Filed2026-07-17
IVW
ISHARES TR S&P 500 GRWT ETF
252.36%
Shares23.8K
Event2026-06-30
Filed2026-07-17
T
AT&T INC COM
3.76%
Shares157.9K
Event2026-06-30
Filed2026-07-17
SPSM
SPDR SERIES TRUST
8.41%
Shares56.1K
Event2026-06-30
Filed2026-07-17
XLE
SELECT SECTOR SPDR TR ST STR ENERG ETF
-6.53%
Shares60.8K
Event2026-06-30
Filed2026-07-17
BK
BANK OF NEW YORK MELLON CORP
-1.06%
Shares22.3K
Event2026-06-30
Filed2026-07-17
C
CITIGROUP INC COM NEW
0.20%
Shares22.8K
Event2026-06-30
Filed2026-07-17
SMMD
ISHARES TR RUSEL 2500 ETF
143.31%
Shares34.7K
Event2026-06-30
Filed2026-07-17
CORO
BLACKROCK ETF TRUST ISHA IN CTRY ETF
New
Shares85.1K
Event2026-06-30
Filed2026-07-17
EEM
ISHARES TR MSCI EMG MKT ETF
3.94%
Shares44.1K
Event2026-06-30
Filed2026-07-17
SYK
STRYKER CORP
10.82%
Shares9.5K
Event2026-06-30
Filed2026-07-17
VONE
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX
0.97%
Shares8.8K
Event2026-06-30
Filed2026-07-17
SBUX
STARBUCKS CORP COM
-20.27%
Shares28.8K
Event2026-06-30
Filed2026-07-17
XLK
SELECT SECTOR SPDR TR ST STR TECHN ETF
-8.18%
Shares15.5K
Event2026-06-30
Filed2026-07-17
DOMINION ENERGY INC
DOMINION ENERGY INC
4.26%
Shares42.3K
Event2026-06-30
Filed2026-07-17
EXE
EXPAND ENERGY CORP
23.91%
Shares30.7K
Event2026-06-30
Filed2026-07-17
ABT
ABBOTT LABORATORIES COM
-32.61%
Shares30.6K
Event2026-06-30
Filed2026-07-17
IDV
ISHARES TR INTL SEL DIV ETF
20.99%
Shares66.7K
Event2026-06-30
Filed2026-07-17
CRM
SALESFORCE INC COM
-6.78%
Shares17.6K
Event2026-06-30
Filed2026-07-17
SEAGATE TECHNOLOGY HOLDINGS
SEAGATE TECHNOLOGY HOLDINGS
5.11%
Shares2.8K
Event2026-06-30
Filed2026-07-17
BKNG
BOOKING HOLDINGS INC
2341.47%
Shares15.3K
Event2026-06-30
Filed2026-07-17
ZOETIS INC
ZOETIS INC
452.01%
Shares37.7K
Event2026-06-30
Filed2026-07-17
INTU
INTUIT COM
124.15%
Shares10.3K
Event2026-06-30
Filed2026-07-17
WDC
WESTERN DIGITAL CORP
23.64%
Shares4.2K
Event2026-06-30
Filed2026-07-17
KMI
KINDER MORGAN INC
-1.60%
Shares81.0K
Event2026-06-30
Filed2026-07-17
TMUS
T-MOBILE US INC COM
-23.16%
Shares15.3K
Event2026-06-30
Filed2026-07-17
SCHW
SCHWAB (CHARLES) CORP
-5.27%
Shares27.3K
Event2026-06-30
Filed2026-07-17
DELL
DELL TECHNOLOGIES INC CL C
35.56%
Shares5.8K
Event2026-06-30
Filed2026-07-17
CRH
CRH PLC
248.50%
Shares23.1K
Event2026-06-30
Filed2026-07-17
S&P GLOBAL INC
S&P GLOBAL INC
19.73%
Shares6.0K
Event2026-06-30
Filed2026-07-17
AVDE
AMERICAN CENTY ETF TR INTL EQT ETF
0.77%
Shares27.2K
Event2026-06-30
Filed2026-07-17
MO
ALTRIA GROUP INC
-2.59%
Shares33.7K
Event2026-06-30
Filed2026-07-17
GLW
CORNING INC
21.60%
Shares9.4K
Event2026-06-30
Filed2026-07-17
APD
AIR PRODS & CHEMS INC COM
5.69%
Shares8.1K
Event2026-06-30
Filed2026-07-17
PLD
PROLOGIS INC. COM
6.43%
Shares17.3K
Event2026-06-30
Filed2026-07-17
SLB
SLB LTD
10.20%
Shares50.1K
Event2026-06-30
Filed2026-07-17
MNST
MONSTER BEVERAGE CORP
-0.35%
Shares24.2K
Event2026-06-30
Filed2026-07-17
IWO
ISHARES TR RUS 2000 GRW ETF
-3.72%
Shares5.9K
Event2026-06-30
Filed2026-07-17
IWP
ISHARES TR RUS MD CP GR ETF
7.41%
Shares15.9K
Event2026-06-30
Filed2026-07-17
MDLZ
MONDELEZ INTL INC CL A
10.27%
Shares39.9K
Event2026-06-30
Filed2026-07-17
CEG
CONSTELLATION ENERGY CORP COM
3.74%
Shares9.2K
Event2026-06-30
Filed2026-07-17
SERVICENOW INC COM
SERVICENOW INC COM
0.87%
Shares22.8K
Event2026-06-30
Filed2026-07-17
DVN
DEVON ENERGY CORP
706.70%
Shares54.5K
Event2026-06-30
Filed2026-07-17
VRT
VERTIV HOLDINGS CO-A
17.98%
Shares6.7K
Event2026-06-30
Filed2026-07-17
CHTR
CHARTER COMMUNICATIONS INC-A
183.87%
Shares15.5K
Event2026-06-30
Filed2026-07-17
IYW
ISHARES TR U.S. TECH ETF
1.28%
Shares8.7K
Event2026-06-30
Filed2026-07-17
AEP
AMERICAN ELEC PWR CO INC COM
8.84%
Shares15.9K
Event2026-06-30
Filed2026-07-17
INCY
INCYTE CORP
New
Shares18.9K
Event2026-06-30
Filed2026-07-17
XPO
XPO INC COM
-4.65%
Shares10.4K
Event2026-06-30
Filed2026-07-17
CSX
CSX CORP
5.30%
Shares44.6K
Event2026-06-30
Filed2026-07-17
ORLY
OREILLY AUTOMOTIVE INC COM
-10.89%
Shares22.5K
Event2026-06-30
Filed2026-07-17
EQT
EQT CORP COM
1.10%
Shares38.6K
Event2026-06-30
Filed2026-07-17
CL
COLGATE-PALMOLIVE CO
85.61%
Shares22.0K
Event2026-06-30
Filed2026-07-17
PH
PARKER-HANNIFIN CORP COM
-5.36%
Shares2.0K
Event2026-06-30
Filed2026-07-17
3M CO
3M CO
-6.05%
Shares12.0K
Event2026-06-30
Filed2026-07-17
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
-5.16%
Shares6.3K
Event2026-06-30
Filed2026-07-17
CME
CME GROUP INC COM
17.14%
Shares8.6K
Event2026-06-30
Filed2026-07-17
SPMD
SPDR SERIES TRUST ST STR P400MID
18.45%
Shares27.8K
Event2026-06-30
Filed2026-07-17
VXF
VANGUARD INDEX FDS EXTEND MKT ETF
-8.06%
Shares7.6K
Event2026-06-30
Filed2026-07-17
CASY
CASEYS GEN STORES INC COM
-30.62%
Shares2.3K
Event2026-06-30
Filed2026-07-17
EMR
EMERSON ELEC CO COM
1.23%
Shares12.8K
Event2026-06-30
Filed2026-07-17
AVEM
AMERICAN CENTY ETF TR AVANTIS EMGMKT
24.22%
Shares18.8K
Event2026-06-30
Filed2026-07-17
QUANTA SERVICES INC
QUANTA SERVICES INC
0.81%
Shares2.5K
Event2026-06-30
Filed2026-07-17
DHI
DR HORTON INC
-18.62%
Shares11.0K
Event2026-06-30
Filed2026-07-17
CMCSA
COMCAST CORP NEW CL A
-13.07%
Shares72.4K
Event2026-06-30
Filed2026-07-17
MAR
MARRIOTT INTL INC NEW CL A
-6.53%
Shares4.7K
Event2026-06-30
Filed2026-07-17
JOHNSON CTLS INTL PLC SHS
JOHNSON CTLS INTL PLC SHS
8.34%
Shares12.0K
Event2026-06-30
Filed2026-07-17
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
10.68%
Shares11.1K
Event2026-06-30
Filed2026-07-17
SCZ
ISHARES TR EAFE SML CP ETF
-7.93%
Shares21.2K
Event2026-06-30
Filed2026-07-17
BSX
BOSTON SCIENTIFIC CORP
-23.25%
Shares40.8K
Event2026-06-30
Filed2026-07-17
ESGV
VANGUARD WORLD FD ESG US STK ETF
2.58%
Shares12.9K
Event2026-06-30
Filed2026-07-17
WASTE MGMT INC DEL COM
WASTE MGMT INC DEL COM
1.57%
Shares7.6K
Event2026-06-30
Filed2026-07-17
FDX
FEDEX CORP COM
31.61%
Shares5.4K
Event2026-06-30
Filed2026-07-17
IWB
ISHARES TR RUS 1000 ETF
-1.26%
Shares4.1K
Event2026-06-30
Filed2026-07-17
ICE
INTERCONTINENTAL EXCHANGE INC
-8.31%
Shares13.4K
Event2026-06-30
Filed2026-07-17
GLD
SPDR GOLD
-3.14%
Shares4.5K
Event2026-06-30
Filed2026-07-17
PGR
PROGRESSIVE CORP COM
-5.08%
Shares7.5K
Event2026-06-30
Filed2026-07-17
RF
REGIONS FINANCIAL CORP
-8.82%
Shares54.0K
Event2026-06-30
Filed2026-07-17
TRGP
TARGA RES CORP COM
21.40%
Shares6.0K
Event2026-06-30
Filed2026-07-17
HWM
HOWMET AEROSPACE INC
2.55%
Shares5.9K
Event2026-06-30
Filed2026-07-17
AMERIPRISE FINANCIAL INC
AMERIPRISE FINANCIAL INC
-6.64%
Shares3.5K
Event2026-06-30
Filed2026-07-17
ITW
ILLINOIS TOOL WKS INC COM
18.03%
Shares5.8K
Event2026-06-30
Filed2026-07-17
KMB
KIMBERLY-CLARK CORP
30.12%
Shares14.3K
Event2026-06-30
Filed2026-07-17
ITA
ISHARES TR US AER DEF ETF
40.70%
Shares6.5K
Event2026-06-30
Filed2026-07-17
MEDTRONIC PLC SHS
MEDTRONIC PLC SHS
-14.00%
Shares19.9K
Event2026-06-30
Filed2026-07-17
FREEPORT-MCMORAN INC CL B
FREEPORT-MCMORAN INC CL B
6.81%
Shares24.5K
Event2026-06-30
Filed2026-07-17
UPS
UNITED PARCEL SERVICE INC CL B
12.48%
Shares14.3K
Event2026-06-30
Filed2026-07-17
XSHQ
INVESCO EXCH TRADED FD
New
Shares31.6K
Event2026-06-30
Filed2026-07-17
CDL
VICTORY PORTFOLIOS II
18.11%
Shares19.5K
Event2026-06-30
Filed2026-07-17
PSX
PHILLIPS 66
-2.40%
Shares8.9K
Event2026-06-30
Filed2026-07-17
EOG
EOG RES INC COM
3.36%
Shares11.5K
Event2026-06-30
Filed2026-07-17
ELV
ELEVANCE HEALTH INC COM
-1.24%
Shares3.8K
Event2026-06-30
Filed2026-07-17
FTNT
FORTINET INC
13.68%
Shares9.6K
Event2026-06-30
Filed2026-07-17
AFL
AFLAC INC
1.88%
Shares12.4K
Event2026-06-30
Filed2026-07-17
MSI
MOTOROLA SOLUTIONS INC COM NEW
2.60%
Shares3.5K
Event2026-06-30
Filed2026-07-17
IWN
ISHARES TR RUS 2000 VAL ETF
1.71%
Shares6.5K
Event2026-06-30
Filed2026-07-17
PPG
PPG INDS INC COM
0.51%
Shares11.5K
Event2026-06-30
Filed2026-07-17
TRAVELERS COMPANIES INC COM
TRAVELERS COMPANIES INC COM
0.05%
Shares4.2K
Event2026-06-30
Filed2026-07-17
ALL
ALLSTATE CORP
6.30%
Shares5.8K
Event2026-06-30
Filed2026-07-17
USB
US BANCORP
3.20%
Shares22.8K
Event2026-06-30
Filed2026-07-17
CVS
CVS HEALTH CORP COM
3.05%
Shares13.3K
Event2026-06-30
Filed2026-07-17
NVS
NOVARTIS AG
-0.72%
Shares8.7K
Event2026-06-30
Filed2026-07-17
AIG
AMERICAN INTL GROUP INC COM NE
-6.11%
Shares18.3K
Event2026-06-30
Filed2026-07-17
ADP
AUTOMATIC DATA PROCESSING
-0.67%
Shares6.1K
Event2026-06-30
Filed2026-07-17
REGN
REGENERON PHARMACEUTICALS
-12.23%
Shares2.2K
Event2026-06-30
Filed2026-07-17
URI
UNITED RENTALS INC
30.01%
Shares1.2K
Event2026-06-30
Filed2026-07-17
CRS
CARPENTER TECHNOLOGY
0.65%
Shares2.2K
Event2026-06-30
Filed2026-07-17
MET
METLIFE INC COM
14.00%
Shares15.9K
Event2026-06-30
Filed2026-07-17
APPLOVIN CORP-CLASS A
APPLOVIN CORP-CLASS A
-13.87%
Shares2.6K
Event2026-06-30
Filed2026-07-17
SLV
ISHARES SILVER TR ISHARES
0.16%
Shares24.9K
Event2026-06-30
Filed2026-07-17
AMT
AMERICAN TOWER CORP COM
-5.03%
Shares8.1K
Event2026-06-30
Filed2026-07-17
TTWO
TAKE-TWO INTERACTIVE SOFTWRE
-23.98%
Shares5.2K
Event2026-06-30
Filed2026-07-17
NSC
NORFOLK SOUTHERN CORP
-0.48%
Shares4.1K
Event2026-06-30
Filed2026-07-17
NEM
NEWMONT CORP
5.98%
Shares13.7K
Event2026-06-30
Filed2026-07-17
SHW
SHERWIN-WILLIAMS CO/THE
-2.54%
Shares3.7K
Event2026-06-30
Filed2026-07-17
TDG
TRANSDIGM GROUP INC COM
59.90%
Shares953
Event2026-06-30
Filed2026-07-17
ADOBE INC COM
ADOBE INC COM
-12.99%
Shares6.1K
Event2026-06-30
Filed2026-07-17
BX
BLACKSTONE INC
12.94%
Shares10.6K
Event2026-06-30
Filed2026-07-17
SPG
SIMON PPTY GROUP INC NEW COM
6.45%
Shares5.5K
Event2026-06-30
Filed2026-07-17
ETR
ENTERGY CORP NEW COM
-3.80%
Shares10.6K
Event2026-06-30
Filed2026-07-17
FANG
DIAMONDBACK ENERGY INC COM
28.11%
Shares7.0K
Event2026-06-30
Filed2026-07-17
ACCENTURE PLC IRELAND SHS CLAS
ACCENTURE PLC IRELAND SHS CLAS
-18.12%
Shares9.7K
Event2026-06-30
Filed2026-07-17
ADSK
AUTODESK INC
-11.49%
Shares6.2K
Event2026-06-30
Filed2026-07-17
STRL
STERLING CONSTRUCTION CO
9.19%
Shares1.4K
Event2026-06-30
Filed2026-07-17
ACWI
ISHARES TR MSCI ACWI ETF
0.00%
Shares7.3K
Event2026-06-30
Filed2026-07-17
XEL
XCEL ENERGY INC
36.49%
Shares14.2K
Event2026-06-30
Filed2026-07-17
ENB
ENBRIDGE INC COM
1.13%
Shares20.9K
Event2026-06-30
Filed2026-07-17
TEL
TE CONNECTIVITY PLC
8.45%
Shares5.6K
Event2026-06-30
Filed2026-07-17
CORTEVA INC
CORTEVA INC
-0.74%
Shares13.3K
Event2026-06-30
Filed2026-07-17
CW
CURTISS WRIGHT CORP COM
-9.64%
Shares1.5K
Event2026-06-30
Filed2026-07-17
EXC
EXELON CORP COM
16.04%
Shares23.9K
Event2026-06-30
Filed2026-07-17
TWLO
TWILIO INC - A
1.25%
Shares5.4K
Event2026-06-30
Filed2026-07-17
RSG
REPUBLIC SVCS INC COM
2.25%
Shares5.2K
Event2026-06-30
Filed2026-07-17
IWS
ISHARES TR RUS MDCP VAL ETF
11.35%
Shares6.6K
Event2026-06-30
Filed2026-07-17
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
7.48%
Shares13.0K
Event2026-06-30
Filed2026-07-17
ROYAL CARIBBEAN CRUISES LTD
ROYAL CARIBBEAN CRUISES LTD
16.42%
Shares3.4K
Event2026-06-30
Filed2026-07-17
CI
THE CIGNA GROUP COM
3.27%
Shares3.9K
Event2026-06-30
Filed2026-07-17
NVT
NVENT ELECTRIC PLC SHS
-3.10%
Shares6.3K
Event2026-06-30
Filed2026-07-17
GM
GENERAL MTRS CO COM
-3.36%
Shares13.8K
Event2026-06-30
Filed2026-07-17
SELECT SECTOR SPDR TR ST STR UTIL ETF
SELECT SECTOR SPDR TR ST STR UTIL ETF
21.03%
Shares23.3K
Event2026-06-30
Filed2026-07-17
TER
TERADYNE INC
46.43%
Shares2.2K
Event2026-06-30
Filed2026-07-17
EQIX
EQUINIX INC COM
0.30%
Shares1.0K
Event2026-06-30
Filed2026-07-17
ECL
ECOLAB INC COM
-1.25%
Shares3.7K
Event2026-06-30
Filed2026-07-17
ASML
ASML HLDG NV
3.00%
Shares515
Event2026-06-30
Filed2026-07-17
CARR
CARRIER GLOBAL CORP
22.21%
Shares13.9K
Event2026-06-30
Filed2026-07-17
WWD
WOODWARD INC COM
7.51%
Shares2.3K
Event2026-06-30
Filed2026-07-17
CONSTELLATION BRANDS INC-A
CONSTELLATION BRANDS INC-A
-7.85%
Shares7.1K
Event2026-06-30
Filed2026-07-17
COHR
COHERENT CORP COM
18.34%
Shares2.5K
Event2026-06-30
Filed2026-07-17
ATI INC COM
ATI INC COM
-0.55%
Shares4.9K
Event2026-06-30
Filed2026-07-17
HLT
HILTON WORLDWIDE HLDGS INC COM
5.01%
Shares2.9K
Event2026-06-30
Filed2026-07-17
CAH
CARDINAL HEALTH INC COM
3.51%
Shares4.0K
Event2026-06-30
Filed2026-07-17
MKS INC
MKS INC
2.87%
Shares2.1K
Event2026-06-30
Filed2026-07-17
HCA
HCA HEALTHCARE INC
-4.26%
Shares2.4K
Event2026-06-30
Filed2026-07-17
MTZ
MASTEC INC COM
6.60%
Shares2.3K
Event2026-06-30
Filed2026-07-17
YUM
YUM! BRANDS INC
-0.96%
Shares6.0K
Event2026-06-30
Filed2026-07-17
SRE
SEMPRA COM
-4.16%
Shares10.3K
Event2026-06-30
Filed2026-07-17
SNPS
SYNOPSYS INC
-9.90%
Shares2.1K
Event2026-06-30
Filed2026-07-17
O
REALTY INCOME CORP COM
-2.93%
Shares15.2K
Event2026-06-30
Filed2026-07-17
AJG
GALLAGHER ARTHUR J & CO COM
17.26%
Shares4.1K
Event2026-06-30
Filed2026-07-17
DHR
DANAHER CORP
-53.74%
Shares4.9K
Event2026-06-30
Filed2026-07-17
MMC
MARSH & MCLENNAN COS
-7.70%
Shares5.5K
Event2026-06-30
Filed2026-07-17
BE
BLOOM ENERGY CORP- A
10.19%
Shares3.0K
Event2026-06-30
Filed2026-07-17
DATADOG INC CL A COM
DATADOG INC CL A COM
-2.51%
Shares3.5K
Event2026-06-30
Filed2026-07-17
HOFT
HOOKER FURNITURE CORP
0.00%
Shares51.7K
Event2026-06-30
Filed2026-07-17
EWBC
EAST WEST BANCORP INC COM
27.18%
Shares7.1K
Event2026-06-30
Filed2026-07-17
VRTX
VERTEX PHARMACEUTICALS INC COM
-13.15%
Shares1.8K
Event2026-06-30
Filed2026-07-17
SPDR SERIES TRUST ST STR P500ETF
SPDR SERIES TRUST ST STR P500ETF
73.30%
Shares10.4K
Event2026-06-30
Filed2026-07-17
NUE
NUCOR CORP
-9.98%
Shares4.1K
Event2026-06-30
Filed2026-07-17
HDV
ISHARES TR CORE HIGH DV ETF
380.76%
Shares33.1K
Event2026-06-30
Filed2026-07-17
GWW
GRAINGER W W INC COM
-0.45%
Shares665
Event2026-06-30
Filed2026-07-17
EBAY
EBAY INC
-2.74%
Shares8.1K
Event2026-06-30
Filed2026-07-17
NXP SEMICONDUCTORS NV
NXP SEMICONDUCTORS NV
-3.25%
Shares3.2K
Event2026-06-30
Filed2026-07-17
SNX
TD SYNNEX CORPORATION COM
-4.67%
Shares3.4K
Event2026-06-30
Filed2026-07-17
MICROCHIP TECHNOLOGY INC
MICROCHIP TECHNOLOGY INC
20.63%
Shares9.7K
Event2026-06-30
Filed2026-07-17
COR
CENCORA INC
9.17%
Shares3.1K
Event2026-06-30
Filed2026-07-17
WEX
WEX INC COM
-1.24%
Shares6.2K
Event2026-06-30
Filed2026-07-17
RBC
RBC BEARINGS INC COM
17.35%
Shares1.4K
Event2026-06-30
Filed2026-07-17
KVUE
KENVUE INC COM
-1.93%
Shares45.5K
Event2026-06-30
Filed2026-07-17
CSL
CARLISLE COS INC COM
11.32%
Shares2.4K
Event2026-06-30
Filed2026-07-17
AZO
AUTOZONE INC
-0.37%
Shares270
Event2026-06-30
Filed2026-07-17
ENTG
ENTEGRIS INC
7.38%
Shares4.8K
Event2026-06-30
Filed2026-07-17
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
1.58%
Shares25.4K
Event2026-06-30
Filed2026-07-17
VMC
VULCAN MATLS CO COM
-0.55%
Shares2.9K
Event2026-06-30
Filed2026-07-17
FIX
COMFORT SYS USA INC COM
-2.73%
Shares428
Event2026-06-30
Filed2026-07-17
MTSI
MACOM TECH SOLUTIONS HLDGS INC
24.86%
Shares2.2K
Event2026-06-30
Filed2026-07-17
SFBS
SERVISFIRST BANCSHARES INC COM
12.51%
Shares9.7K
Event2026-06-30
Filed2026-07-17
RMD
RESMED INC
-3.99%
Shares4.3K
Event2026-06-30
Filed2026-07-17
VRSK
VERISK ANALYTICS INC
39.15%
Shares4.6K
Event2026-06-30
Filed2026-07-17
NKE
NIKE INC -CL B
-7.74%
Shares20.2K
Event2026-06-30
Filed2026-07-17
ROST
ROSS STORES INC
10.89%
Shares3.9K
Event2026-06-30
Filed2026-07-17
SHEL
SHELL PLC
-0.79%
Shares10.6K
Event2026-06-30
Filed2026-07-17
DAL
DELTA AIR LINES INC
0.69%
Shares8.8K
Event2026-06-30
Filed2026-07-17
MIDD
MIDDLEBY CORP COM
-1.38%
Shares4.8K
Event2026-06-30
Filed2026-07-17
MCO
MOODYS CORP COM
-2.21%
Shares1.8K
Event2026-06-30
Filed2026-07-17
MCK
MCKESSON CORP
-18.77%
Shares1.1K
Event2026-06-30
Filed2026-07-17
LUMENTUM HLDGS INC COM
LUMENTUM HLDGS INC COM
2.59%
Shares951
Event2026-06-30
Filed2026-07-17
FTI
TECHNIPFMC PLC
-1.05%
Shares12.2K
Event2026-06-30
Filed2026-07-17
HOOD
ROBINHOOD MKTS INC COM CL A
27.35%
Shares8.0K
Event2026-06-30
Filed2026-07-17
PRU
PRUDENTIAL FINANCIAL INC
0.51%
Shares7.4K
Event2026-06-30
Filed2026-07-17
Q
QNITY ELECTRONICS INC
12.96%
Shares4.9K
Event2026-06-30
Filed2026-07-17
BKR
BAKER HUGHES CO
1.39%
Shares14.3K
Event2026-06-30
Filed2026-07-17
IVE
ISHARES TR S&P 500 VAL ETF
101.34%
Shares3.5K
Event2026-06-30
Filed2026-07-17
P
EVERPURE INC-A
-2.49%
Shares9.9K
Event2026-06-30
Filed2026-07-17
IJS
ISHARES TR SP SMCP600VL ETF
40.70%
Shares5.7K
Event2026-06-30
Filed2026-07-17
NULG
NUSHARES ETF TR
15.03%
Shares6.6K
Event2026-06-30
Filed2026-07-17
AWK
AMERICAN WATER WORKS CO INC
105.51%
Shares5.9K
Event2026-06-30
Filed2026-07-17
TOL
TOLL BROTHERS INC COM
25.01%
Shares4.7K
Event2026-06-30
Filed2026-07-17
FHN
FIRST HORIZON CORPORATION COM
22.48%
Shares30.0K
Event2026-06-30
Filed2026-07-17
VOOG
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F
496.13%
Shares9.3K
Event2026-06-30
Filed2026-07-17
HSY
HERSHEY CO COM
-7.09%
Shares4.3K
Event2026-06-30
Filed2026-07-17
PSA
PUBLIC STORAGE OPER CO COM
-4.14%
Shares2.4K
Event2026-06-30
Filed2026-07-17
DGX
QUEST DIAGNOSTICS INC COM
New
Shares3.6K
Event2026-06-30
Filed2026-07-17
WSO
WATSCO INC COM
12.89%
Shares1.8K
Event2026-06-30
Filed2026-07-17
BKIE
BNY MELLON ETF TRUST INTERNATIONL EQT
0.00%
Shares7.4K
Event2026-06-30
Filed2026-07-17
SHOP
SHOPIFY INC - CLASS A
-11.48%
Shares6.5K
Event2026-06-30
Filed2026-07-17
EA
ELECTRONIC ARTS INC COM
-0.08%
Shares3.6K
Event2026-06-30
Filed2026-07-17
RBA
RB GLOBAL INC COM
-0.99%
Shares6.3K
Event2026-06-30
Filed2026-07-17
PCAR
PACCAR INC
3.87%
Shares6.1K
Event2026-06-30
Filed2026-07-17
RNR
RENAISSANCERE HLDGS LTD COM
5.00%
Shares2.3K
Event2026-06-30
Filed2026-07-17
WCC
WESCO INTL INC COM
0.67%
Shares2.1K
Event2026-06-30
Filed2026-07-17
HIG
HARTFORD INSURANCE GROUP INC
30.80%
Shares5.4K
Event2026-06-30
Filed2026-07-17
CTAS
CINTAS CORP
-5.93%
Shares4.2K
Event2026-06-30
Filed2026-07-17
SYY
SYSCO CORP
25.79%
Shares8.6K
Event2026-06-30
Filed2026-07-17
VNQ
VANGUARD INDEX FDS REAL ESTATE ETF
-6.65%
Shares7.4K
Event2026-06-30
Filed2026-07-17
KKR
KKR & CO INC
1.96%
Shares7.8K
Event2026-06-30
Filed2026-07-17
VBR
VANGUARD INDEX FDS SM CP VAL ETF
-11.68%
Shares2.9K
Event2026-06-30
Filed2026-07-17
WBS
WEBSTER FINL CORP COM
3.64%
Shares9.2K
Event2026-06-30
Filed2026-07-17
RS
RELIANCE INC COM
-3.34%
Shares1.9K
Event2026-06-30
Filed2026-07-17
GNR
SPDR INDEX SHS FDS
0.00%
Shares10.4K
Event2026-06-30
Filed2026-07-17
NOC
NORTHROP GRUMMAN CORP COM
-23.55%
Shares1.4K
Event2026-06-30
Filed2026-07-17
UNM
UNUM GROUP COM
27.28%
Shares7.8K
Event2026-06-30
Filed2026-07-17
VICI
VICI PPTYS INC COM
6.95%
Shares26.3K
Event2026-06-30
Filed2026-07-17
MTD
METTLER-TOLEDO INTERNATIONAL
102.22%
Shares546
Event2026-06-30
Filed2026-07-17
AME
AMETEK INC
29.47%
Shares2.9K
Event2026-06-30
Filed2026-07-17
CBRE
CBRE GROUP INC - A
24.66%
Shares5.2K
Event2026-06-30
Filed2026-07-17
TDY
TELEDYNE TECHNOLOGIES INC
-3.10%
Shares1.0K
Event2026-06-30
Filed2026-07-17
AON
AON PLC-CLASS A
-16.13%
Shares2.1K
Event2026-06-30
Filed2026-07-17
KR
KROGER CO
24.73%
Shares12.4K
Event2026-06-30
Filed2026-07-17
IBKR
INTERACTIVE BROKERS GRO-CL A
6.72%
Shares7.9K
Event2026-06-30
Filed2026-07-17
CIEN
CIENA CORP COM NEW
11.30%
Shares1.4K
Event2026-06-30
Filed2026-07-17
SOLS
SOLSTICE ADV MATERIALS INC
5.90%
Shares7.7K
Event2026-06-30
Filed2026-07-17
LSCC
LATTICE SEMICONDUCTOR CORP COM
1.17%
Shares4.4K
Event2026-06-30
Filed2026-07-17
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-17
HUBB
HUBBELL INC COM
38.92%
Shares1.3K
Event2026-06-30
Filed2026-07-17
TLN
TALEN ENERGY CORP
2.04%
Shares1.7K
Event2026-06-30
Filed2026-07-17
TTC
TORO CO COM
26.28%
Shares6.9K
Event2026-06-30
Filed2026-07-17
SANM
SANMINA CORPORATION COM
15.96%
Shares2.6K
Event2026-06-30
Filed2026-07-17
EME
EMCOR GROUP INC COM
12.13%
Shares804
Event2026-06-30
Filed2026-07-17
TXRH
TEXAS ROADHOUSE INC COM
15.99%
Shares3.4K
Event2026-06-30
Filed2026-07-17
KEYS
KEYSIGHT TECHNOLOGIES IN
11.71%
Shares1.9K
Event2026-06-30
Filed2026-07-17
STE
STERIS PLC SHS USD
-6.03%
Shares3.1K
Event2026-06-30
Filed2026-07-17
CSNR
COHEN & STEERS ETF TRUST
New
Shares19.6K
Event2026-06-30
Filed2026-07-17
MPWR
MONOLITHIC POWER SYSTEMS INC
-1.66%
Shares473
Event2026-06-30
Filed2026-07-17
TRU
TRANSUNION
56.46%
Shares9.0K
Event2026-06-30
Filed2026-07-17
F
FORD MOTOR CO
1.95%
Shares46.6K
Event2026-06-30
Filed2026-07-17
OKTA
OKTA INC
0.51%
Shares4.7K
Event2026-06-30
Filed2026-07-17
TTM TECHNOLOGIES
TTM TECHNOLOGIES
5.02%
Shares3.5K
Event2026-06-30
Filed2026-07-17
EW
EDWARDS LIFESCIENCES CORP
25.83%
Shares7.1K
Event2026-06-30
Filed2026-07-17
AXON
AXON ENTERPRISE INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-17
JBL
JABIL INC
-10.55%
Shares1.7K
Event2026-06-30
Filed2026-07-17
WTS
WATTS WATER TECHNOLOGIES INC C
38.90%
Shares1.6K
Event2026-06-30
Filed2026-07-17
FITB
FIFTH THIRD BANCORP
20.09%
Shares11.4K
Event2026-06-30
Filed2026-07-17
STT
STATE STREET CORP
-2.80%
Shares3.8K
Event2026-06-30
Filed2026-07-17
HPE
HEWLETT PACKARD ENTERPRISE CO
-5.28%
Shares14.2K
Event2026-06-30
Filed2026-07-17
EXPD
EXPEDITORS INTL WASH INC
-3.13%
Shares3.9K
Event2026-06-30
Filed2026-07-17
FTAI
FTAI AVIATION LTD SHS
New
Shares2.4K
Event2026-06-30
Filed2026-07-17
DRI
DARDEN RESTAURANTS INC
62.46%
Shares3.1K
Event2026-06-30
Filed2026-07-17
GIS
GENERAL MILLS INC
147.50%
Shares18.2K
Event2026-06-30
Filed2026-07-17
CLH
CLEAN HARBORS INC COM
-0.71%
Shares2.1K
Event2026-06-30
Filed2026-07-17
BURLINGTON STORES INC
BURLINGTON STORES INC
-0.75%
Shares2.0K
Event2026-06-30
Filed2026-07-17
FN
FABRINET SHS
4.21%
Shares1.1K
Event2026-06-30
Filed2026-07-17
IR
INGERSOLL-RAND INC
0.29%
Shares7.6K
Event2026-06-30
Filed2026-07-17
ITT
ITT INC COM
2.64%
Shares3.2K
Event2026-06-30
Filed2026-07-17
TGT
TARGET CORP COM
-11.22%
Shares4.8K
Event2026-06-30
Filed2026-07-17
PKG
PACKAGING CORP AMER COM
61.11%
Shares2.6K
Event2026-06-30
Filed2026-07-17
WBD
WARNER BROS DISCOVERY INC
-1.23%
Shares23.2K
Event2026-06-30
Filed2026-07-17
WRB
WR BERKLEY CORP
70.79%
Shares8.8K
Event2026-06-30
Filed2026-07-17
KDP
KEURIG DR PEPPER INC COM
15.25%
Shares18.9K
Event2026-06-30
Filed2026-07-17
WEC
WEC ENERGY GROUP INC COM
4.09%
Shares5.2K
Event2026-06-30
Filed2026-07-17
DOC
HEALTHPEAK PROPERTIES INC COM
11.86%
Shares28.4K
Event2026-06-30
Filed2026-07-17
PFGC
PERFORMANCE FOOD GROUP CO
3.86%
Shares5.4K
Event2026-06-30
Filed2026-07-17
HUM
HUMANA INC COM
New
Shares1.5K
Event2026-06-30
Filed2026-07-17
RGA
REINSURANCE GRP OF AMERICA INC
1.53%
Shares2.8K
Event2026-06-30
Filed2026-07-17
LIVE NATION ENTERTAINMENT IN
LIVE NATION ENTERTAINMENT IN
20.93%
Shares3.2K
Event2026-06-30
Filed2026-07-17
RKLB
ROCKET LAB CORP
New
Shares5.8K
Event2026-06-30
Filed2026-07-17
CCK
CROWN HLDGS INC COM
-1.01%
Shares5.3K
Event2026-06-30
Filed2026-07-17
OKE
ONEOK INC
1.48%
Shares6.8K
Event2026-06-30
Filed2026-07-17
NDAQ
NASDAQ INC
0.73%
Shares7.5K
Event2026-06-30
Filed2026-07-17
DG
DOLLAR GEN CORP NEW COM
34.27%
Shares5.1K
Event2026-06-30
Filed2026-07-17
PRIMERICA INC COM
PRIMERICA INC COM
74.51%
Shares2.1K
Event2026-06-30
Filed2026-07-17
ABNB
AIRBNB INC COM CL A
-10.02%
Shares4.1K
Event2026-06-30
Filed2026-07-17
OVV
OVINTIV INC COM
32.98%
Shares11.1K
Event2026-06-30
Filed2026-07-17
MLI
MUELLER INDS INC COM
-0.74%
Shares4.7K
Event2026-06-30
Filed2026-07-17
OC
OWENS CORNING NEW COM
14.42%
Shares3.6K
Event2026-06-30
Filed2026-07-17
NBIX
NEUROCRINE BIOSCIENCES INC COM
-4.18%
Shares3.4K
Event2026-06-30
Filed2026-07-17
SSD
SIMPSON MFG INC COM
43.20%
Shares2.7K
Event2026-06-30
Filed2026-07-17
DOV
DOVER CORP
6.37%
Shares2.5K
Event2026-06-30
Filed2026-07-17
ZION
ZIONS BANCORPORATION N A COM
-0.77%
Shares8.1K
Event2026-06-30
Filed2026-07-17
DIA
STATE STR SPDR DOW JONES IND
6.95%
Shares1.1K
Event2026-06-30
Filed2026-07-17
HAL
HALLIBURTON CO
65.21%
Shares16.3K
Event2026-06-30
Filed2026-07-17
RJF
RAYMOND JAMES FINL INC COM
1.20%
Shares3.6K
Event2026-06-30
Filed2026-07-17
DY
DYCOM INDS INC COM
15.59%
Shares1.1K
Event2026-06-30
Filed2026-07-17
QQQM
INVESCO EXCH TRADED FD
11.33%
Shares1.8K
Event2026-06-30
Filed2026-07-17
APOLLO GLOBAL MGMT INC COM
APOLLO GLOBAL MGMT INC COM
-0.60%
Shares4.6K
Event2026-06-30
Filed2026-07-17
SCHF
SCHWAB STRATEGIC TR INTL EQTY ETF
72.57%
Shares19.6K
Event2026-06-30
Filed2026-07-17
RGLD
ROYAL GOLD INC COM
1.81%
Shares2.7K
Event2026-06-30
Filed2026-07-17
SCHC
SCHWAB STRATEGIC TR INTL SCEQT ETF
-13.41%
Shares11.2K
Event2026-06-30
Filed2026-07-17
ELS
EQUITY LIFESTYLE PPTYS INC COM
32.66%
Shares8.3K
Event2026-06-30
Filed2026-07-17
JLL
JONES LANG LASALLE INC COM
-2.16%
Shares1.7K
Event2026-06-30
Filed2026-07-17
DLR
DIGITAL REALTY TRUST INC
-0.50%
Shares3.0K
Event2026-06-30
Filed2026-07-17
FNF
FIDELITY NATIONAL FINANCIAL IN
-1.60%
Shares11.3K
Event2026-06-30
Filed2026-07-17
LECO
LINCOLN ELEC HLDGS INC COM
-0.70%
Shares2.0K
Event2026-06-30
Filed2026-07-17
GGG
GRACO INC COM
9.75%
Shares6.9K
Event2026-06-30
Filed2026-07-17
DASH
DOORDASH INC - A
2.19%
Shares2.8K
Event2026-06-30
Filed2026-07-17
RPM
RPM INTL INC COM
-5.79%
Shares4.7K
Event2026-06-30
Filed2026-07-17
LYB
LYONDELLBASELL INDU-CL A
-14.52%
Shares9.9K
Event2026-06-30
Filed2026-07-17
SITM
SITIME CORP COM
New
Shares700
Event2026-06-30
Filed2026-07-17
LAMR
LAMAR ADVERTISING CO NEW CL A
8.68%
Shares3.3K
Event2026-06-30
Filed2026-07-17
RMBS
RAMBUS INC DEL COM
12.71%
Shares3.9K
Event2026-06-30
Filed2026-07-17
ARCH CAPITAL GROUP LTD
ARCH CAPITAL GROUP LTD
22.78%
Shares5.3K
Event2026-06-30
Filed2026-07-17
PNFP
PINNACLE FINANCIAL PARTNERS
-3.70%
Shares5.1K
Event2026-06-30
Filed2026-07-17
AGX
ARGAN INC
3.06%
Shares639
Event2026-06-30
Filed2026-07-17
IDEXX LABORATORIES INC
IDEXX LABORATORIES INC
-17.81%
Shares969
Event2026-06-30
Filed2026-07-17
DCI
DONALDSON INC COM
25.83%
Shares5.7K
Event2026-06-30
Filed2026-07-17
MLM
MARTIN MARIETTA MATERIALS
-15.44%
Shares882
Event2026-06-30
Filed2026-07-17
WSM
WILLIAMS SONOMA INC COM
3.81%
Shares2.2K
Event2026-06-30
Filed2026-07-17
VTR
VENTAS INC
-0.37%
Shares5.7K
Event2026-06-30
Filed2026-07-17
SPXC
SPX TECHNOLOGIES INC COM
43.89%
Shares2.1K
Event2026-06-30
Filed2026-07-17
PYPL
PAYPAL HLDGS INC COM
-21.84%
Shares11.7K
Event2026-06-30
Filed2026-07-17
BTI
BRITISH AMERN TOB PLC SPONSORE
-3.65%
Shares8.2K
Event2026-06-30
Filed2026-07-17
STLD
STEEL DYNAMICS INC
-10.13%
Shares2.2K
Event2026-06-30
Filed2026-07-17
IJT
ISHARES TR S&P SML 600 GWT
6.65%
Shares2.8K
Event2026-06-30
Filed2026-07-17
PLXS
PLEXUS CORP COM
New
Shares1.7K
Event2026-06-30
Filed2026-07-17
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares3.7K
Event2026-06-30
Filed2026-07-17
XYL
XYLEM INC
-4.69%
Shares4.2K
Event2026-06-30
Filed2026-07-17
PHM
PULTEGROUP INC
-0.98%
Shares3.6K
Event2026-06-30
Filed2026-07-17
SGI
SOMNIGROUP INTERNATIONAL INC
3.75%
Shares6.4K
Event2026-06-30
Filed2026-07-17
ET
ENERGY TRANSFER LP
11.76%
Shares26.1K
Event2026-06-30
Filed2026-07-17
R
RYDER SYS INC COM
14.36%
Shares1.9K
Event2026-06-30
Filed2026-07-17
MTB
M & T BANK CORP
24.69%
Shares2.1K
Event2026-06-30
Filed2026-07-17
MOG.A
MOOG INC CL A
14.23%
Shares1.2K
Event2026-06-30
Filed2026-07-17
RRX
REGAL REXNORD CORPORATION COM
-0.81%
Shares2.1K
Event2026-06-30
Filed2026-07-17
APG
API GROUP CORP COM STK
-0.79%
Shares11.7K
Event2026-06-30
Filed2026-07-17
EXEL
EXELIXIS INC COM
-0.30%
Shares9.1K
Event2026-06-30
Filed2026-07-17
PEN
PENUMBRA INC COM
16.69%
Shares1.6K
Event2026-06-30
Filed2026-07-17
KTOS
KRATOS DEFENSE & SECURITY
62.35%
Shares9.8K
Event2026-06-30
Filed2026-07-17
DKS
DICKS SPORTING GOODS INC COM
-5.95%
Shares2.1K
Event2026-06-30
Filed2026-07-17
NLY
ANNALY CAPITAL MANAGEMENT IN COM NEW
-0.84%
Shares21.8K
Event2026-06-30
Filed2026-07-17

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Fifth Third Wealth Advisors LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo