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The Analysis of Goldstein Advisors, LLC's Holdings & P&L

Currently, Goldstein Advisors, LLC holds 261 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in ITOT (+472.9K shares, valued at $77.7M), N/A (+527.0K shares, valued at $14.8M), CORO (+245.9K shares, valued at $9.0M); decreased their positions in QUAL (-119.0K shares, valued at $26.1M), EMEQ (-254.9K shares, valued at $18.6M), VFLO (-321.5K shares, valued at $14.7M); initiated new positions in N/A (+527.0K shares, valued at $14.8M), MU (+1.4K shares, valued at $1.6M), N/A (+4.6K shares, valued at $788.5K).

1M P&L

+9.9M+0.94%

3M P&L

+38.3M+3.72%

HY P&L

+83.3M+8.44%

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/A969.5M

92.6%

2Semiconductors13.9M

1.3%

3Internet Content & Information11.2M

1.1%

Top Industries by Stock Count

1N/A126 stocks

57.3%

2Semiconductors8 stocks

3.6%

3Drug Manufacturers - General5 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR1.2M shares61.18%2026-06-302026-07-20

GSLC GOLDMAN SACHS ETF TR621.9K shares4.00%2026-06-302026-07-20

CORO BLACKROCK ETF TRUST2.0M shares14.22%2026-06-302026-07-20

JGRO J P MORGAN EXCHANGE TRADED F700.4K shares3.24%2026-06-302026-07-20

VFLO VICTORY PORTFOLIOS II1.2M shares-20.87%2026-06-302026-07-20

UBND VICTORY PORTFOLIOS II1.8M shares7.79%2026-06-302026-07-20

DBMF LITMAN GREGORY FDS TR1.1M shares1.55%2026-06-302026-07-20

BOND PIMCO ETF TR316.9K shares12.57%2026-06-302026-07-20

Sponsored

ALAI THE ALGER ETF TRUST638.2K shares-6.41%2026-06-302026-07-20

THRO BLACKROCK ETF TRUST665.5K shares-25.83%2026-06-302026-07-20

BLCR BLACKROCK ETF TRUST472.7K shares2.14%2026-06-302026-07-20

SPMO INVESCO EXCH TRADED FD TR II141.6K shares-30.14%2026-06-302026-07-20

TAXF AMERICAN CENTY ETF TR436.5K shares3.69%2026-06-302026-07-20

HMOP HARTFORD FDS EXCHANGE TRADED546.3K shares4.35%2026-06-302026-07-20

SHLD GLOBAL X FDS335.5K shares37.82%2026-06-302026-07-20

RODM LATTICE STRATEGIES TR471.7K shares5.35%2026-06-302026-07-20

Sponsored

IXUS ISHARES TR168.1K shares-24.66%2026-06-302026-07-20

BLACKROCK ETF TRUST BLACKROCK ETF TRUST527.0K sharesnew addition2026-06-302026-07-20

JPSE J P MORGAN EXCHANGE TRADED F230.7K shares0.03%2026-06-302026-07-20

XSOE WISDOMTREE TR226.3K shares-1.74%2026-06-302026-07-20

BNDX VANGUARD CHARLOTTE FDS207.2K shares-1.16%2026-06-302026-07-20

PULS PGIM ETF TR193.1K shares4.76%2026-06-302026-07-20

NVDA NVIDIA CORPORATION42.6K shares30.79%2026-06-302026-07-20

AAPL APPLE INC27.3K shares20.55%2026-06-302026-07-20

Sponsored

IJH ISHARES TR94.7K shares-2.50%2026-06-302026-07-20

QQQ INVESCO QQQ TR8.9K shares6.30%2026-06-302026-07-20

BINC BLACKROCK ETF TRUST II112.2K shares8.09%2026-06-302026-07-20

GBIL GOLDMAN SACHS ETF TR57.8K shares-17.68%2026-06-302026-07-20

GOOG ALPHABET INC14.0K shares59.44%2026-06-302026-07-20

AMZN AMAZON COM INC20.4K shares66.03%2026-06-302026-07-20

MSFT MICROSOFT CORP12.1K shares12.46%2026-06-302026-07-20

SCZ ISHARES TR54.3K shares-3.76%2026-06-302026-07-20

Sponsored

XLK SELECT SECTOR SPDR TR22.9K shares29.66%2026-06-302026-07-20

GOOGL ALPHABET INC11.5K shares48.91%2026-06-302026-07-20

FVD FIRST TR EXCHANGE-TRADED FD80.9K shares0.81%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.2K shares34.50%2026-06-302026-07-20

TILT FLEXSHARES TR13.7K shares-0.64%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS10.1K shares64.29%2026-06-302026-07-20

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-06-302026-07-20

IMCB ISHARES TR38.4K shares1.69%2026-06-302026-07-20

Sponsored

DBEF DBX ETF TR66.4K shares-2.27%2026-06-302026-07-20

PUSH PGIM ETF TR69.9K shares10.27%2026-06-302026-07-20

ISHARES TR ISHARES TR3.7K shares1.09%2026-06-302026-07-20

ISCB ISHARES TR36.1K shares-2.25%2026-06-302026-07-20

MTUM ISHARES TR7.8K shares-2.01%2026-06-302026-07-20

VO VANGUARD INDEX FDS33.2K shares682.26%2026-06-302026-07-20

BROADCOM INC BROADCOM INC6.7K shares9.67%2026-06-302026-07-20

VUG VANGUARD INDEX FDS29.1K shares536.44%2026-06-302026-07-20

Sponsored

QUAL ISHARES TR11.3K shares-91.30%2026-06-302026-07-20

EMGF ISHARES INC30.9K shares11.81%2026-06-302026-07-20

QQQM INVESCO EXCH TRADED FD TR II7.5K shares3.81%2026-06-302026-07-20

NBIS NEBIUS GROUP N.V.7.6K shares-17.88%2026-06-302026-07-20

IJR ISHARES TR13.9K shares-1.05%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC3.6K shares34.99%2026-06-302026-07-20

QUS SPDR SERIES TRUST10.7K shares-0.68%2026-06-302026-07-20

DYNF BLACKROCK ETF TRUST29.0K shares-14.21%2026-06-302026-07-20

Sponsored

COWZ PACER FDS TR31.1K shares-0.49%2026-06-302026-07-20

DEUS DBX ETF TR24.8K shares-2.46%2026-06-302026-07-20

SPDW SPDR INDEX SHS FDS32.1K shares0.00%2026-06-302026-07-20

RSPT INVESCO EXCHANGE TRADED FD T25.0K shares-1.61%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC3.3K shares27.42%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC1.4K sharesnew addition2026-06-302026-07-20

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION10.9K shares0.24%2026-06-302026-07-20

LNT ALLIANT ENERGY CORP20.1K shares0.44%2026-06-302026-07-20

Sponsored

WDC WESTERN DIGITAL CORP2.4K shares17.29%2026-06-302026-07-20

IEMG ISHARES INC18.2K shares-8.99%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.5K shares6.99%2026-06-302026-07-20

TSLA TESLA INC3.5K shares82.60%2026-06-302026-07-20

ISHARES TR ISHARES TR14.6K shares2.48%2026-06-302026-07-20

EMEQ NOMURA ETF TR19.0K shares-93.06%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.5K shares155.40%2026-06-302026-07-20

IWF ISHARES TR10.5K shares296.28%2026-06-302026-07-20

Sponsored

VISA INC VISA INC3.7K shares104.11%2026-06-302026-07-20

JPME J P MORGAN EXCHANGE TRADED F10.1K shares-5.25%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR36.8K shares32.58%2026-06-302026-07-20

USMV ISHARES TR11.8K shares-0.04%2026-06-302026-07-20

PXH INVESCO EXCH TRADED FD TR II40.6K shares-0.30%2026-06-302026-07-20

ILCG ISHARES TR9.6K shares3.76%2026-06-302026-07-20

VHT VANGUARD WORLD FD3.6K shares-2.52%2026-06-302026-07-20

CAT CATERPILLAR INC1.0K shares219.81%2026-06-302026-07-20

Sponsored

IWR ISHARES TR9.1K shares0.00%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON3.9K shares9.76%2026-06-302026-07-20

ABBVIE INC ABBVIE INC4.0K shares6.78%2026-06-302026-07-20

SPTM SPDR SERIES TRUST10.8K shares-0.39%2026-06-302026-07-20

AVDE AMERICAN CENTY ETF TR11.0K shares165.67%2026-06-302026-07-20

GEV GE VERNOVA INC817 shares57.72%2026-06-302026-07-20

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.2K shares0.50%2026-06-302026-07-20

VV VANGUARD INDEX FDS2.6K shares0.00%2026-06-302026-07-20

Sponsored

AVDV AMERICAN CENTY ETF TR8.7K shares20.75%2026-06-302026-07-20

HD HOME DEPOT INC2.5K shares139.50%2026-06-302026-07-20

KLAC KLA CORP2.8K shares980.77%2026-06-302026-07-20

MGEE MGE ENERGY INC10.3K shares-0.99%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F13.8K shares-0.71%2026-06-302026-07-20

IWM ISHARES TR2.7K shares0.00%2026-06-302026-07-20

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP4.6K sharesnew addition2026-06-302026-07-20

VXUS VANGUARD STAR FDS9.2K shares1.00%2026-06-302026-07-20

Sponsored

SNPE DBX ETF TR11.4K shares2.47%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR26.6K shares0.00%2026-06-302026-07-20

ALAB ASTERA LABS INC1.6K shares-19.86%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2026-06-302026-07-20

DIVI FRANKLIN TEMPLETON ETF TR17.5K shares-3.86%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares4.00%2026-06-302026-07-20

APPLOVIN CORP APPLOVIN CORP1.3K shares31.29%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP4.9K shares6.73%2026-06-302026-07-20

Sponsored

IVW ISHARES TR4.8K shares0.61%2026-06-302026-07-20

PNC PNC FINL SVCS GROUP INC2.6K sharesnew addition2026-06-302026-07-20

AXP AMERICAN EXPRESS CO1.9K sharesnew addition2026-06-302026-07-20

SPMD SPDR SERIES TRUST9.5K shares0.00%2026-06-302026-07-20

SCHW SCHWAB CHARLES CORP6.9K sharesnew addition2026-06-302026-07-20

SYSB ISHARES TR7.1K shares-1.67%2026-06-302026-07-20

EUSB ISHARES TR14.5K shares9.47%2026-06-302026-07-20

LLY ELI LILLY & CO525 shares-0.19%2026-06-302026-07-20

Sponsored

TJX TJX COS INC NEW4.1K shares144.89%2026-06-302026-07-20

CGSM CAPITAL GRP FIXED INCM ETF T23.6K shares173.21%2026-06-302026-07-20

SCHV SCHWAB STRATEGIC TR17.8K shares0.00%2026-06-302026-07-20

VLUE ISHARES TR3.0K shares0.00%2026-06-302026-07-20

C CITIGROUP INC4.2K shares48.74%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC3.2K shares15.15%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS2.1K shares56.64%2026-06-302026-07-20

MRK MERCK & CO INC4.4K shares20.62%2026-06-302026-07-20

Sponsored

VTV VANGUARD INDEX FDS2.6K shares0.00%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC1.7K sharesnew addition2026-06-302026-07-20

ETN EATON CORP PLC1.3K shares31.89%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR20.0K shares-4.09%2026-06-302026-07-20

FAST FASTENAL CO11.4K shares152.65%2026-06-302026-07-20

TLN TALEN ENERGY CORP1.4K shares21.20%2026-06-302026-07-20

MCD MCDONALDS CORP2.0K shares2.82%2026-06-302026-07-20

POCT INNOVATOR ETFS TRUST11.4K shares0.00%2026-06-302026-07-20

Sponsored

SPTL SPDR SERIES TRUST19.5K shares7.99%2026-06-302026-07-20

IJJ ISHARES TR3.4K shares0.00%2026-06-302026-07-20

CI THE CIGNA GROUP1.8K shares20.26%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC4.1K shares18.36%2026-06-302026-07-20

DFUV DIMENSIONAL ETF TRUST8.8K shares0.00%2026-06-302026-07-20

VOO VANGUARD INDEX FDS704 shares21.17%2026-06-302026-07-20

SCHM SCHWAB STRATEGIC TR13.0K shares0.00%2026-06-302026-07-20

ORACLE CORP ORACLE CORP3.3K shares3.80%2026-06-302026-07-20

Sponsored

RTX CORPORATION RTX CORPORATION2.5K shares14.17%2026-06-302026-07-20

QXO QXO INC27.5K shares52.00%2026-06-302026-07-20

MS MORGAN STANLEY2.3K shares44.25%2026-06-302026-07-20

WMT WALMART INC4.2K shares8.30%2026-06-302026-07-20

NTRA NATERA INC1.7K shares6.58%2026-06-302026-07-20

SDY SPDR SERIES TRUST3.0K shares19.73%2026-06-302026-07-20

BAPR INNOVATOR ETFS TRUST8.5K sharesnew addition2026-06-302026-07-20

GE GE AEROSPACE1.2K shares48.17%2026-06-302026-07-20

Sponsored

MCK MCKESSON CORP588 shares21.99%2026-06-302026-07-20

SCHB SCHWAB STRATEGIC TR15.3K shares25.05%2026-06-302026-07-20

BA BOEING CO2.0K shares82.65%2026-06-302026-07-20

DIS DISNEY WALT CO4.5K shares49.00%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED842 shares10.50%2026-06-302026-07-20

PEP PEPSICO INC3.2K shares7.36%2026-06-302026-07-20

APH AMPHENOL CORP2.4K shares-14.63%2026-06-302026-07-20

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST20.1K sharesnew addition2026-06-302026-07-20

Sponsored

FMAR FIRST TR EXCHNG TRADED FD VI7.8K sharesnew addition2026-06-302026-07-20

VGT VANGUARD WORLD FD3.4K shares699.76%2026-06-302026-07-20

CHUBB LIMITED CHUBB LIMITED1.2K shares28.15%2026-06-302026-07-20

QUANTA SVCS INC QUANTA SVCS INC557 shares-32.40%2026-06-302026-07-20

BAC BANK OF AMER CORP7.0K shares18.95%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.5.5K shares15.44%2026-06-302026-07-20

RDVY FIRST TR EXCHANGE TRADED FD4.9K shares0.00%2026-06-302026-07-20

PNOV INNOVATOR ETFS TRUST8.9K shares-0.18%2026-06-302026-07-20

Sponsored

EFAV ISHARES TR4.5K shares0.00%2026-06-302026-07-20

DFIV DIMENSIONAL ETF TRUST7.1K shares0.00%2026-06-302026-07-20

SHOP SHOPIFY INC3.4K shares31.80%2026-06-302026-07-20

LOW LOWES COS INC1.7K shares34.52%2026-06-302026-07-20

SE SEA LTD3.9K shares41.89%2026-06-302026-07-20

DSI ISHARES TR2.6K shares-9.06%2026-06-302026-07-20

DFAT DIMENSIONAL ETF TRUST5.3K shares0.00%2026-06-302026-07-20

WFC WELLS FARGO & CO4.5K shares28.77%2026-06-302026-07-20

Sponsored

UITB VICTORY PORTFOLIOS II7.7K shares-3.16%2026-06-302026-07-20

PGR PROGRESSIVE CORP1.6K shares1.94%2026-06-302026-07-20

DUK DUKE ENERGY CORP NEW2.8K shares26.34%2026-06-302026-07-20

MUSI AMERICAN CENTY ETF TR8.1K shares0.37%2026-06-302026-07-20

VT VANGUARD INTL EQUITY INDEX F2.2K sharesnew addition2026-06-302026-07-20

DE DEERE & CO549 sharesnew addition2026-06-302026-07-20

MDYG SPDR SERIES TRUST3.1K shares0.00%2026-06-302026-07-20

IUSG ISHARES TR1.8K shares0.00%2026-06-302026-07-20

Sponsored

TROW PRICE T ROWE GROUP INC3.0K sharesnew addition2026-06-302026-07-20

ASML ASML HLDG NV168 shares-26.96%2026-06-302026-07-20

GILD GILEAD SCIENCES INC2.6K shares0.08%2026-06-302026-07-20

ONEV SPDR SERIES TRUST2.2K shares9.81%2026-06-302026-07-20

SNOWFLAKE INC SNOWFLAKE INC1.2K sharesnew addition2026-06-302026-07-20

PLD PROLOGIS INC.2.3K shares14.26%2026-06-302026-07-20

MDYV SPDR SERIES TRUST3.3K shares0.00%2026-06-302026-07-20

USXF ISHARES TR4.4K shares-13.31%2026-06-302026-07-20

Sponsored

ABT ABBOTT LABORATORIES3.4K shares36.37%2026-06-302026-07-20

PWV INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-06-302026-07-20

ADI ANALOG DEVICES INC768 sharesnew addition2026-06-302026-07-20

EMQQ EXCHANGE TRADED CONCEPTS TRU9.8K shares0.76%2026-06-302026-07-20

ROKU ROKU INC2.2K shares-22.56%2026-06-302026-07-20

SUSA ISHARES TR2.0K shares-0.20%2026-06-302026-07-20

EFG ISHARES TR2.4K shares-1.08%2026-06-302026-07-20

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR6.5K shares0.00%2026-06-302026-07-20

Sponsored

MRVL MARVELL TECHNOLOGY INC979 sharesnew addition2026-06-302026-07-20

ARWR ARROWHEAD PHARMACEUTICALS IN3.6K sharesnew addition2026-06-302026-07-20

DOMINION ENERGY INC DOMINION ENERGY INC4.2K shares24.06%2026-06-302026-07-20

EMXC ISHARES INC2.8K shares0.00%2026-06-302026-07-20

SMH VANECK ETF TRUST440 sharesnew addition2026-06-302026-07-20

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW5.4K shares0.00%2026-06-302026-07-20

VXF VANGUARD INDEX FDS1.2K sharesnew addition2026-06-302026-07-20

TMO THERMO FISHER SCIENTIFIC INC555 shares3.74%2026-06-302026-07-20

Sponsored

MELI MERCADOLIBRE INC163 shares-10.93%2026-06-302026-07-20

SPYV SPDR SERIES TRUST4.5K shares0.00%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN1.2K shares1.00%2026-06-302026-07-20

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V965 sharesnew addition2026-06-302026-07-20

KMB KIMBERLY-CLARK CORP2.5K shares11.42%2026-06-302026-07-20

MTW MANITOWOC CO INC19.3K shares0.00%2026-06-302026-07-20

DGRO ISHARES TR3.5K shares0.00%2026-06-302026-07-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K sharesnew addition2026-06-302026-07-20

Sponsored

AON AON PLC790 sharesnew addition2026-06-302026-07-20

PJUL INNOVATOR ETFS TRUST5.4K shares0.00%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO2.7K shares17.00%2026-06-302026-07-20

PJAN INNOVATOR ETFS TRUST5.3K shares0.00%2026-06-302026-07-20

MAR MARRIOTT INTL INC NEW699 sharesnew addition2026-06-302026-07-20

PYLD PIMCO ETF TR9.7K shares1.50%2026-06-302026-07-20

UNP UNION PAC CORP947 sharesnew addition2026-06-302026-07-20

COP CONOCOPHILLIPS2.5K shares8.45%2026-06-302026-07-20

Sponsored

HOOD ROBINHOOD MKTS INC2.5K sharesnew addition2026-06-302026-07-20

LCTU BLACKROCK ETF TRUST3.1K shares-8.62%2026-06-302026-07-20

MUNI PIMCO ETF TR4.7K shares17.76%2026-06-302026-07-20

IWY ISHARES TR846 shares-14.89%2026-06-302026-07-20

SPLV INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-06-302026-07-20

CROX CROCS INC2.0K sharesnew addition2026-06-302026-07-20

VONV VANGUARD SCOTTSDALE FDS2.3K shares-62.99%2026-06-302026-07-20

BMO BANK MONTREAL MEDIUM1.3K sharesnew addition2026-06-302026-07-20

Sponsored

FITB FIFTH THIRD BANCORP4.2K sharesnew addition2026-06-302026-07-20

SBUX STARBUCKS CORP2.3K shares0.83%2026-06-302026-07-20

GLW CORNING INC918 sharesnew addition2026-06-302026-07-20

AVSC AMERICAN CENTY ETF TR3.2K sharesnew addition2026-06-302026-07-20

MSI MOTOROLA SOLUTIONS INC552 shares-0.18%2026-06-302026-07-20

BSV VANGUARD BD INDEX FDS2.9K shares5.53%2026-06-302026-07-20

SUSC ISHARES TR9.6K sharesnew addition2026-06-302026-07-20

AZZ AZZ INC1.4K sharesnew addition2026-06-302026-07-20

Sponsored

ETFS GOLD TR ETFS GOLD TR5.7K sharesnew addition2026-06-302026-07-20

NVO NOVO-NORDISK A S4.5K sharesnew addition2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC301 sharesnew addition2026-06-302026-07-20

PDEC INNOVATOR ETFS TRUST4.7K sharesnew addition2026-06-302026-07-20

ABVX ABIVAX SA1.6K sharesnew addition2026-06-302026-07-20

BKNG BOOKING HOLDINGS INC1.2K sharesnew addition2026-06-302026-07-20

IWP ISHARES TR1.4K sharesnew addition2026-06-302026-07-20

PLXS PLEXUS CORP699 sharesnew addition2026-06-302026-07-20

Sponsored

LMT LOCKHEED MARTIN CORP412 shares-8.04%2026-06-302026-07-20

YUM YUM BRANDS INC1.3K sharesnew addition2026-06-302026-07-20

KO COCA COLA CO2.6K sharesnew addition2026-06-302026-07-20

CVX CHEVRON CORPORATION1.3K shares23.99%2026-06-302026-07-20

ADEA ADEIA INC6.3K sharesnew addition2026-06-302026-07-20

QQQJ INVESCO EXCH TRADED FD TR II4.5K sharesnew addition2026-06-302026-07-20

DGX QUEST DIAGNOSTICS INC949 sharesnew addition2026-06-302026-07-20

IWC ISHARES TR1.0K sharesnew addition2026-06-302026-07-20

Sponsored

PMAY INNOVATOR ETFS TRUST4.8K sharesnew addition2026-06-302026-07-20

ON ON SEMICONDUCTOR CORP16.0K shares0.00%2026-06-302026-07-20

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN18.0K shares0.00%2026-06-302026-07-20

PPL CAP FDG INC PPL CAP FDG INC15.0K shares0.00%2026-06-302026-07-20

LNTH LANTHEUS HLDGS INC11.0K shares0.00%2026-06-302026-07-20

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC14.0K shares0.00%2026-06-302026-07-20

SYNAPTICS INC SYNAPTICS INC10.0K sharesnew addition2026-06-302026-07-20

CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP14.0K shares0.00%2026-06-302026-07-20

Sponsored

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC12.0K sharesnew addition2026-06-302026-07-20

STWD STARWOOD PPTY TR INC13.0K shares0.00%2026-06-302026-07-20

SO SOUTHERN CO10.0K shares0.00%2026-06-302026-07-20

ALLIANT ENERGY CORP ALLIANT ENERGY CORP10.0K sharesnew addition2026-06-302026-07-20

GLOBAL PMTS INC GLOBAL PMTS INC11.0K shares0.00%2026-06-302026-07-20

ITOT

ISHARES TR

61.18%

Shares1.2M

Event2026-06-30

Filed2026-07-20

GSLC

GOLDMAN SACHS ETF TR

4.00%

Shares621.9K

Event2026-06-30

Filed2026-07-20

CORO

BLACKROCK ETF TRUST

14.22%

Shares2.0M

Event2026-06-30

Filed2026-07-20

JGRO

J P MORGAN EXCHANGE TRADED F

3.24%

Shares700.4K

Event2026-06-30

Filed2026-07-20

VFLO

VICTORY PORTFOLIOS II

-20.87%

Shares1.2M

Event2026-06-30

Filed2026-07-20

UBND

VICTORY PORTFOLIOS II

7.79%

Shares1.8M

Event2026-06-30

Filed2026-07-20

DBMF

LITMAN GREGORY FDS TR

1.55%

Shares1.1M

Event2026-06-30

Filed2026-07-20

BOND

PIMCO ETF TR

12.57%

Shares316.9K

Event2026-06-30

Filed2026-07-20

ALAI

THE ALGER ETF TRUST

-6.41%

Shares638.2K

Event2026-06-30

Filed2026-07-20

THRO

BLACKROCK ETF TRUST

-25.83%

Shares665.5K

Event2026-06-30

Filed2026-07-20

BLCR

BLACKROCK ETF TRUST

2.14%

Shares472.7K

Event2026-06-30

Filed2026-07-20

SPMO

INVESCO EXCH TRADED FD TR II

-30.14%

Shares141.6K

Event2026-06-30

Filed2026-07-20

TAXF

AMERICAN CENTY ETF TR

3.69%

Shares436.5K

Event2026-06-30

Filed2026-07-20

HMOP

HARTFORD FDS EXCHANGE TRADED

4.35%

Shares546.3K

Event2026-06-30

Filed2026-07-20

SHLD

GLOBAL X FDS

37.82%

Shares335.5K

Event2026-06-30

Filed2026-07-20

RODM

LATTICE STRATEGIES TR

5.35%

Shares471.7K

Event2026-06-30

Filed2026-07-20

IXUS

ISHARES TR

-24.66%

Shares168.1K

Event2026-06-30

Filed2026-07-20

BLACKROCK ETF TRUST

New

Shares527.0K

Event2026-06-30

Filed2026-07-20

JPSE

J P MORGAN EXCHANGE TRADED F

0.03%

Shares230.7K

Event2026-06-30

Filed2026-07-20

XSOE

WISDOMTREE TR

-1.74%

Shares226.3K

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

-1.16%

Shares207.2K

Event2026-06-30

Filed2026-07-20

PULS

PGIM ETF TR

4.76%

Shares193.1K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

30.79%

Shares42.6K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

20.55%

Shares27.3K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

-2.50%

Shares94.7K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

6.30%

Shares8.9K

Event2026-06-30

Filed2026-07-20

BINC

BLACKROCK ETF TRUST II

8.09%

Shares112.2K

Event2026-06-30

Filed2026-07-20

GBIL

GOLDMAN SACHS ETF TR

-17.68%

Shares57.8K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

59.44%

Shares14.0K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

66.03%

Shares20.4K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

12.46%

Shares12.1K

Event2026-06-30

Filed2026-07-20

SCZ

ISHARES TR

-3.76%

Shares54.3K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

29.66%

Shares22.9K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

48.91%

Shares11.5K

Event2026-06-30

Filed2026-07-20

FVD

FIRST TR EXCHANGE-TRADED FD

0.81%

Shares80.9K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

34.50%

Shares5.2K

Event2026-06-30

Filed2026-07-20

TILT

FLEXSHARES TR

-0.64%

Shares13.7K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

64.29%

Shares10.1K

Event2026-06-30

Filed2026-07-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-06-30

Filed2026-07-20

IMCB

ISHARES TR

1.69%

Shares38.4K

Event2026-06-30

Filed2026-07-20

DBEF

DBX ETF TR

-2.27%

Shares66.4K

Event2026-06-30

Filed2026-07-20

PUSH

PGIM ETF TR

10.27%

Shares69.9K

Event2026-06-30

Filed2026-07-20

ISHARES TR

1.09%

Shares3.7K

Event2026-06-30

Filed2026-07-20

ISCB

ISHARES TR

-2.25%

Shares36.1K

Event2026-06-30

Filed2026-07-20

MTUM

ISHARES TR

-2.01%

Shares7.8K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

682.26%

Shares33.2K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

9.67%

Shares6.7K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

536.44%

Shares29.1K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

-91.30%

Shares11.3K

Event2026-06-30

Filed2026-07-20

EMGF

ISHARES INC

11.81%

Shares30.9K

Event2026-06-30

Filed2026-07-20

QQQM

INVESCO EXCH TRADED FD TR II

3.81%

Shares7.5K

Event2026-06-30

Filed2026-07-20

NBIS

NEBIUS GROUP N.V.

-17.88%

Shares7.6K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

-1.05%

Shares13.9K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

34.99%

Shares3.6K

Event2026-06-30

Filed2026-07-20

QUS

SPDR SERIES TRUST

-0.68%

Shares10.7K

Event2026-06-30

Filed2026-07-20

DYNF

BLACKROCK ETF TRUST

-14.21%

Shares29.0K

Event2026-06-30

Filed2026-07-20

COWZ

PACER FDS TR

-0.49%

Shares31.1K

Event2026-06-30

Filed2026-07-20

DEUS

DBX ETF TR

-2.46%

Shares24.8K

Event2026-06-30

Filed2026-07-20

SPDW

SPDR INDEX SHS FDS

0.00%

Shares32.1K

Event2026-06-30

Filed2026-07-20

RSPT

INVESCO EXCHANGE TRADED FD T

-1.61%

Shares25.0K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

27.42%

Shares3.3K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

JOHNSON CONTROLS INTERNATION

0.24%

Shares10.9K

Event2026-06-30

Filed2026-07-20

LNT

ALLIANT ENERGY CORP

0.44%

Shares20.1K

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP

17.29%

Shares2.4K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

-8.99%

Shares18.2K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

6.99%

Shares4.5K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

82.60%

Shares3.5K

Event2026-06-30

Filed2026-07-20

ISHARES TR

2.48%

Shares14.6K

Event2026-06-30

Filed2026-07-20

EMEQ

NOMURA ETF TR

-93.06%

Shares19.0K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

155.40%

Shares1.5K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

296.28%

Shares10.5K

Event2026-06-30

Filed2026-07-20

VISA INC

104.11%

Shares3.7K

Event2026-06-30

Filed2026-07-20

JPME

J P MORGAN EXCHANGE TRADED F

-5.25%

Shares10.1K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

32.58%

Shares36.8K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES TR

-0.04%

Shares11.8K

Event2026-06-30

Filed2026-07-20

PXH

INVESCO EXCH TRADED FD TR II

-0.30%

Shares40.6K

Event2026-06-30

Filed2026-07-20

ILCG

ISHARES TR

3.76%

Shares9.6K

Event2026-06-30

Filed2026-07-20

VHT

VANGUARD WORLD FD

-2.52%

Shares3.6K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

219.81%

Shares1.0K

Event2026-06-30

Filed2026-07-20

IWR

ISHARES TR

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

9.76%

Shares3.9K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

6.78%

Shares4.0K

Event2026-06-30

Filed2026-07-20

SPTM

SPDR SERIES TRUST

-0.39%

Shares10.8K

Event2026-06-30

Filed2026-07-20

AVDE

AMERICAN CENTY ETF TR

165.67%

Shares11.0K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

57.72%

Shares817

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

0.50%

Shares1.2K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

AVDV

AMERICAN CENTY ETF TR

20.75%

Shares8.7K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

139.50%

Shares2.5K

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

980.77%

Shares2.8K

Event2026-06-30

Filed2026-07-20

MGEE

MGE ENERGY INC

-0.99%

Shares10.3K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

-0.71%

Shares13.8K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

SPACE EXPLORATION TECHN CORP

New

Shares4.6K

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD STAR FDS

1.00%

Shares9.2K

Event2026-06-30

Filed2026-07-20

SNPE

DBX ETF TR

2.47%

Shares11.4K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares26.6K

Event2026-06-30

Filed2026-07-20

ALAB

ASTERA LABS INC

-19.86%

Shares1.6K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

DIVI

FRANKLIN TEMPLETON ETF TR

-3.86%

Shares17.5K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

APPLOVIN CORP

31.29%

Shares1.3K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

6.73%

Shares4.9K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

0.61%

Shares4.8K

Event2026-06-30

Filed2026-07-20

PNC

PNC FINL SVCS GROUP INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

New

Shares1.9K

Event2026-06-30

Filed2026-07-20

SPMD

SPDR SERIES TRUST

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

New

Shares6.9K

Event2026-06-30

Filed2026-07-20

SYSB

ISHARES TR

-1.67%

Shares7.1K

Event2026-06-30

Filed2026-07-20

EUSB

ISHARES TR

9.47%

Shares14.5K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

-0.19%

Shares525

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

144.89%

Shares4.1K

Event2026-06-30

Filed2026-07-20

CGSM

CAPITAL GRP FIXED INCM ETF T

173.21%

Shares23.6K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-20

VLUE

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

48.74%

Shares4.2K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

15.15%

Shares3.2K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

56.64%

Shares2.1K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

20.62%

Shares4.4K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

31.89%

Shares1.3K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

-4.09%

Shares20.0K

Event2026-06-30

Filed2026-07-20

FAST

FASTENAL CO

152.65%

Shares11.4K

Event2026-06-30

Filed2026-07-20

TLN

TALEN ENERGY CORP

21.20%

Shares1.4K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

2.82%

Shares2.0K

Event2026-06-30

Filed2026-07-20

POCT

INNOVATOR ETFS TRUST

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-20

SPTL

SPDR SERIES TRUST

7.99%

Shares19.5K

Event2026-06-30

Filed2026-07-20

IJJ

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

THE CIGNA GROUP

20.26%

Shares1.8K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

18.36%

Shares4.1K

Event2026-06-30

Filed2026-07-20

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

21.17%

Shares704

Event2026-06-30

Filed2026-07-20

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

3.80%

Shares3.3K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

14.17%

Shares2.5K

Event2026-06-30

Filed2026-07-20

QXO

QXO INC

52.00%

Shares27.5K

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

44.25%

Shares2.3K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

8.30%

Shares4.2K

Event2026-06-30

Filed2026-07-20

NTRA

NATERA INC

6.58%

Shares1.7K

Event2026-06-30

Filed2026-07-20

SDY

SPDR SERIES TRUST

19.73%

Shares3.0K

Event2026-06-30

Filed2026-07-20

BAPR

INNOVATOR ETFS TRUST

New

Shares8.5K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

48.17%

Shares1.2K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

21.99%

Shares588

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB STRATEGIC TR

25.05%

Shares15.3K

Event2026-06-30

Filed2026-07-20

BOEING CO

82.65%

Shares2.0K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

49.00%

Shares4.5K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

10.50%

Shares842

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

7.36%

Shares3.2K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

-14.63%

Shares2.4K

Event2026-06-30

Filed2026-07-20

INNOVATOR ETFS TRUST

New

Shares20.1K

Event2026-06-30

Filed2026-07-20

FMAR

FIRST TR EXCHNG TRADED FD VI

New

Shares7.8K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

699.76%

Shares3.4K

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

28.15%

Shares1.2K

Event2026-06-30

Filed2026-07-20

QUANTA SVCS INC

-32.40%

Shares557

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

18.95%

Shares7.0K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

15.44%

Shares5.5K

Event2026-06-30

Filed2026-07-20

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-20

PNOV

INNOVATOR ETFS TRUST

-0.18%

Shares8.9K

Event2026-06-30

Filed2026-07-20

EFAV

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-20

SHOP

SHOPIFY INC

31.80%

Shares3.4K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

34.52%

Shares1.7K

Event2026-06-30

Filed2026-07-20

SEA LTD

41.89%

Shares3.9K

Event2026-06-30

Filed2026-07-20

DSI

ISHARES TR

-9.06%

Shares2.6K

Event2026-06-30

Filed2026-07-20

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

28.77%

Shares4.5K

Event2026-06-30

Filed2026-07-20

UITB

VICTORY PORTFOLIOS II

-3.16%

Shares7.7K

Event2026-06-30

Filed2026-07-20

PGR

PROGRESSIVE CORP

1.94%

Shares1.6K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

26.34%

Shares2.8K

Event2026-06-30

Filed2026-07-20

MUSI

AMERICAN CENTY ETF TR

0.37%

Shares8.1K

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

New

Shares2.2K

Event2026-06-30

Filed2026-07-20

DEERE & CO

New

Shares549

Event2026-06-30

Filed2026-07-20

MDYG

SPDR SERIES TRUST

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-20

IUSG

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-20

TROW

PRICE T ROWE GROUP INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

-26.96%

Shares168

Event2026-06-30

Filed2026-07-20

GILD

GILEAD SCIENCES INC

0.08%

Shares2.6K

Event2026-06-30

Filed2026-07-20

ONEV

SPDR SERIES TRUST

9.81%

Shares2.2K

Event2026-06-30

Filed2026-07-20

SNOWFLAKE INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

PLD

PROLOGIS INC.

14.26%

Shares2.3K

Event2026-06-30

Filed2026-07-20

MDYV

SPDR SERIES TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

USXF

ISHARES TR

-13.31%

Shares4.4K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

36.37%

Shares3.4K

Event2026-06-30

Filed2026-07-20

PWV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

New

Shares768

Event2026-06-30

Filed2026-07-20

EMQQ

EXCHANGE TRADED CONCEPTS TRU

0.76%

Shares9.8K

Event2026-06-30

Filed2026-07-20

ROKU

ROKU INC

-22.56%

Shares2.2K

Event2026-06-30

Filed2026-07-20

SUSA

ISHARES TR

-0.20%

Shares2.0K

Event2026-06-30

Filed2026-07-20

EFG

ISHARES TR

-1.08%

Shares2.4K

Event2026-06-30

Filed2026-07-20

SELECT SECTOR SPDR TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

New

Shares979

Event2026-06-30

Filed2026-07-20

ARWR

ARROWHEAD PHARMACEUTICALS IN

New

Shares3.6K

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC

24.06%

Shares4.2K

Event2026-06-30

Filed2026-07-20

EMXC

ISHARES INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

New

Shares440

Event2026-06-30

Filed2026-07-20

SUNCOR ENERGY INC NEW

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-20

VXF

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

3.74%

Shares555

Event2026-06-30

Filed2026-07-20

MELI

MERCADOLIBRE INC

-10.93%

Shares163

Event2026-06-30

Filed2026-07-20

SPYV

SPDR SERIES TRUST

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

1.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

NXP SEMICONDUCTORS N V

New

Shares965

Event2026-06-30

Filed2026-07-20

KMB

KIMBERLY-CLARK CORP

11.42%

Shares2.5K

Event2026-06-30

Filed2026-07-20

MTW

MANITOWOC CO INC

0.00%

Shares19.3K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

AON

AON PLC

New

Shares790

Event2026-06-30

Filed2026-07-20

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

17.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-20

MAR

MARRIOTT INTL INC NEW

New

Shares699

Event2026-06-30

Filed2026-07-20

PYLD

PIMCO ETF TR

1.50%

Shares9.7K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

New

Shares947

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

8.45%

Shares2.5K

Event2026-06-30

Filed2026-07-20

HOOD

ROBINHOOD MKTS INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

LCTU

BLACKROCK ETF TRUST

-8.62%

Shares3.1K

Event2026-06-30

Filed2026-07-20

MUNI

PIMCO ETF TR

17.76%

Shares4.7K

Event2026-06-30

Filed2026-07-20

IWY

ISHARES TR

-14.89%

Shares846

Event2026-06-30

Filed2026-07-20

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

CROX

CROCS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-20

VONV

VANGUARD SCOTTSDALE FDS

-62.99%

Shares2.3K

Event2026-06-30

Filed2026-07-20

BMO

BANK MONTREAL MEDIUM

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

FITB

FIFTH THIRD BANCORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

0.83%

Shares2.3K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

New

Shares918

Event2026-06-30

Filed2026-07-20

AVSC

AMERICAN CENTY ETF TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-20

MSI

MOTOROLA SOLUTIONS INC

-0.18%

Shares552

Event2026-06-30

Filed2026-07-20

BSV

VANGUARD BD INDEX FDS

5.53%

Shares2.9K

Event2026-06-30

Filed2026-07-20

SUSC

ISHARES TR

New

Shares9.6K

Event2026-06-30

Filed2026-07-20

AZZ

AZZ INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

ETFS GOLD TR

New

Shares5.7K

Event2026-06-30

Filed2026-07-20

NVO

NOVO-NORDISK A S

New

Shares4.5K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

New

Shares301

Event2026-06-30

Filed2026-07-20

PDEC

INNOVATOR ETFS TRUST

New

Shares4.7K

Event2026-06-30

Filed2026-07-20

ABVX

ABIVAX SA

New

Shares1.6K

Event2026-06-30

Filed2026-07-20

BKNG

BOOKING HOLDINGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

IWP

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

PLXS

PLEXUS CORP

New

Shares699

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

-8.04%

Shares412

Event2026-06-30

Filed2026-07-20

YUM

YUM BRANDS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

New

Shares2.6K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

23.99%

Shares1.3K

Event2026-06-30

Filed2026-07-20

ADEA

ADEIA INC

New

Shares6.3K

Event2026-06-30

Filed2026-07-20

QQQJ

INVESCO EXCH TRADED FD TR II

New

Shares4.5K

Event2026-06-30

Filed2026-07-20

DGX

QUEST DIAGNOSTICS INC

New

Shares949

Event2026-06-30

Filed2026-07-20

IWC

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

PMAY

INNOVATOR ETFS TRUST

New

Shares4.8K

Event2026-06-30

Filed2026-07-20

ON SEMICONDUCTOR CORP

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-20

BLACKSTONE MORTGAGE TRUST IN

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-20

PPL CAP FDG INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-20

LNTH

LANTHEUS HLDGS INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-20

HALOZYME THERAPEUTICS INC

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-20

SYNAPTICS INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-20

CAPITAL SOUTHWEST CORP

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-20

UBER TECHNOLOGIES INC

New

Shares12.0K

Event2026-06-30

Filed2026-07-20

STWD

STARWOOD PPTY TR INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-20

ALLIANT ENERGY CORP

New

Shares10.0K

Event2026-06-30

Filed2026-07-20

GLOBAL PMTS INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available