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The Analysis of Lodestone Wealth Management LLC's Holdings & P&L

Currently, Lodestone Wealth Management LLC holds 781 types of securities in its portfolio with a total value $283.3M. In the most recent quarter, they have increased their positions in CGCP (+155.5K shares, valued at $3.5M), CGSD (+72.0K shares, valued at $1.9M), N/A (+8.3K shares, valued at $1.1M); decreased their positions in QCOM (-4.5K shares, valued at $837.3K), EBAY (-4.6K shares, valued at $511.5K), DFUS (-4.7K shares, valued at $385.8K); initiated new positions in N/A (+8.3K shares, valued at $1.1M), N/A (+825 shares, valued at $124.6K), N/A (+406 shares, valued at $90.9K).

1M P&L

+2.6M+1.03%

3M P&L

+9.7M+3.99%

HY P&L

+22.2M+9.64%

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/A129.6M

51.7%

2Semiconductors15.9M

6.3%

3Drug Manufacturers - General11.4M

4.5%

Top Industries by Stock Count

1N/A276 stocks

39.7%

2Semiconductors17 stocks

2.4%

3Software - Infrastructure14 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGCP CAPITAL GROUP CORE PLUS INCOME ETF523.9K shares42.19%2026-06-302026-07-24

AAPL APPLE INC COM29.8K shares-4.24%2026-06-302026-07-24

CGSD CAPITAL GROUP SHORT DURATION INCOME ETF329.3K shares27.98%2026-06-302026-07-24

JPST JPMORGAN ULTRA-SHORT INCOME ETF142.7K shares2.66%2026-06-302026-07-24

GOOG ALPHABET INC CAP STK CL C18.9K shares-3.01%2026-06-302026-07-24

CGDV CAPITAL GROUP DIVIDEND VALUE ETF131.2K shares0.31%2026-06-302026-07-24

NVDA NVIDIA CORPORATION COM25.5K shares0.56%2026-06-302026-07-24

MSFT MICROSOFT CORP COM13.3K shares0.05%2026-06-302026-07-24

Sponsored

AMGN AMGEN INC COM13.4K shares-0.25%2026-06-302026-07-24

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF137.3K shares-3.17%2026-06-302026-07-24

VTV VANGUARD VALUE ETF21.5K shares-2.67%2026-06-302026-07-24

COWZ PACER US CASH COWS 100 ETF72.7K shares5.15%2026-06-302026-07-24

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM13.3K shares-6.33%2026-06-302026-07-24

MRK MERCK & CO INC COM32.8K shares0.90%2026-06-302026-07-24

VEA VANGUARD FTSE DEVELOPED MARKETS ETF59.0K shares-0.71%2026-06-302026-07-24

CISCO SYS INC COM CISCO SYS INC COM35.2K shares-0.39%2026-06-302026-07-24

Sponsored

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF10.4K shares-1.57%2026-06-302026-07-24

CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF139.4K shares27.20%2026-06-302026-07-24

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF45.3K shares-9.42%2026-06-302026-07-24

BSV VANGUARD SHORT-TERM BOND ETF45.1K shares0.49%2026-06-302026-07-24

SPG SIMON PPTY GROUP INC NEW COM15.3K shares-0.95%2026-06-302026-07-24

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF84.0K shares-0.16%2026-06-302026-07-24

AMZN AMAZON COM INC COM13.8K shares2.96%2026-06-302026-07-24

MAC MACERICH CO COM121.5K shares-1.37%2026-06-302026-07-24

Sponsored

AXP AMERICAN EXPRESS CO COM8.7K shares-1.63%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW5.9K shares-0.69%2026-06-302026-07-24

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF71.1K shares1.08%2026-06-302026-07-24

CGUS CAPITAL GROUP CORE EQUITY ETF65.5K shares2.61%2026-06-302026-07-24

CVE CENOVUS ENERGY INC COM116.5K shares-0.00%2026-06-302026-07-24

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF54.5K shares0.74%2026-06-302026-07-24

GOOGL ALPHABET INC CAP STK CL A7.6K shares-8.51%2026-06-302026-07-24

APA CORPORATION COM APA CORPORATION COM78.5K shares4.23%2026-06-302026-07-24

Sponsored

DHI D R HORTON INC COM14.9K shares0.64%2026-06-302026-07-24

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF44.8K shares-3.11%2026-06-302026-07-24

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF6.8K shares-0.44%2026-06-302026-07-24

CGCB CAPITAL GROUP CORE BOND ETF83.2K shares-8.66%2026-06-302026-07-24

BAC BANK OF AMER CORP COM37.9K shares-5.68%2026-06-302026-07-24

XSMO INVESCO S&P SMALLCAP MOMENTUM ETF22.5K shares0.25%2026-06-302026-07-24

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF49.7K shares-1.98%2026-06-302026-07-24

META PLATFORMS INC CL A META PLATFORMS INC CL A3.5K shares-0.51%2026-06-302026-07-24

Sponsored

MU MICRON TECHNOLOGY INC COM1.7K shares-0.42%2026-06-302026-07-24

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF27.4K shares-9.36%2026-06-302026-07-24

VISA INC COM CL A VISA INC COM CL A5.4K shares-2.64%2026-06-302026-07-24

TGT TARGET CORP COM13.6K shares4.40%2026-06-302026-07-24

CVX CHEVRON CORPORATION COM10.4K shares-5.38%2026-06-302026-07-24

INTC INTEL CORP COM12.3K shares-14.34%2026-06-302026-07-24

NVR NVR INC COM248 shares-3.50%2026-06-302026-07-24

QCOM QUALCOMM INC COM9.1K shares-33.19%2026-06-302026-07-24

Sponsored

VV VANGUARD LARGE-CAP ETF4.9K shares0.29%2026-06-302026-07-24

BX BLACKSTONE INC COM13.9K shares0.11%2026-06-302026-07-24

EBAY EBAY INC. COM14.5K shares-24.01%2026-06-302026-07-24

FANG DIAMONDBACK ENERGY INC COM9.2K shares11.92%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC COM2.7K shares-10.05%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS3.2K shares-12.91%2026-06-302026-07-24

OXY OCCIDENTAL PETE CORP COM31.4K shares-10.60%2026-06-302026-07-24

COP CONOCOPHILLIPS COM14.5K shares4.08%2026-06-302026-07-24

Sponsored

JNJ JOHNSON & JOHNSON COM5.7K shares-4.16%2026-06-302026-07-24

FITB FIFTH THIRD BANCORP COM25.8K shares13.17%2026-06-302026-07-24

LRCX LAM RESEARCH CORP COM NEW3.4K shares-14.14%2026-06-302026-07-24

LEN LENNAR CORP CL A15.9K shares-8.06%2026-06-302026-07-24

CALF PACER US SMALL CAP CASH COWS ETF27.7K shares5.43%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM1.5K shares-0.27%2026-06-302026-07-24

HD HOME DEPOT INC COM3.9K shares-9.84%2026-06-302026-07-24

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM3.2K shares22.74%2026-06-302026-07-24

Sponsored

CGGR CAPITAL GROUP GROWTH ETF28.0K shares1.61%2026-06-302026-07-24

BROADCOM INC COM BROADCOM INC COM3.3K shares3.67%2026-06-302026-07-24

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF28.7K shares-8.70%2026-06-302026-07-24

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND44.1K shares-17.56%2026-06-302026-07-24

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS8.3K sharesnew addition2026-06-302026-07-24

GLD SPDR GOLD SHARES3.1K shares-0.72%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC COM3.8K shares-19.02%2026-06-302026-07-24

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND11.0K shares38.16%2026-06-302026-07-24

Sponsored

WAL WESTERN ALLIANCE BANCORP COM13.4K shares23.00%2026-06-302026-07-24

SCHW SCHWAB CHARLES CORP COM11.9K shares0.35%2026-06-302026-07-24

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF1.4K shares54.12%2026-06-302026-07-24

CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF28.5K shares-19.21%2026-06-302026-07-24

DFSV DIMENSIONAL US SMALL CAP VALUE ETF27.4K shares4.70%2026-06-302026-07-24

DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND16.3K shares1.65%2026-06-302026-07-24

UHAL.B U HAUL HOLDING COMPANY COM SER N18.2K shares-2.16%2026-06-302026-07-24

PCAR PACCAR INC COM8.6K shares-3.64%2026-06-302026-07-24

Sponsored

CACC CREDIT ACCEP CORP MICH COM1.5K shares5.56%2026-06-302026-07-24

TSLA TESLA INC COM2.2K shares-4.65%2026-06-302026-07-24

DOCN DIGITALOCEAN HLDGS INC COM5.9K shares-13.92%2026-06-302026-07-24

ASML ASML HLDG NV N Y REGISTRY SHS438 shares-4.16%2026-06-302026-07-24

BND VANGUARD TOTAL BOND MARKET ETF11.2K shares-6.65%2026-06-302026-07-24

ORACLE CORP COM ORACLE CORP COM5.2K shares0.00%2026-06-302026-07-24

QQQ INVESCO QQQ TRUST SERIES I1.0K shares0.00%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A973 shares-8.03%2026-06-302026-07-24

Sponsored

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A6.3K shares-17.33%2026-06-302026-07-24

WMT WALMART INC COM6.4K shares-1.07%2026-06-302026-07-24

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF13.5K shares7.71%2026-06-302026-07-24

EFV ISHARES MSCI EAFE VALUE ETF9.0K shares0.00%2026-06-302026-07-24

MCD MCDONALDS CORP COM2.5K shares3.35%2026-06-302026-07-24

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF909 shares0.00%2026-06-302026-07-24

VO VANGUARD MID-CAP ETF8.4K shares300.72%2026-06-302026-07-24

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF4.4K shares0.00%2026-06-302026-07-24

Sponsored

MTB M & T BK CORP COM2.8K shares-0.11%2026-06-302026-07-24

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF3.5K shares-1.13%2026-06-302026-07-24

JSCP JPMORGAN SHORT DURATION CORE PLUS ETF14.0K shares1.00%2026-06-302026-07-24

AMKR AMKOR TECHNOLOGY INC COM6.9K shares-13.23%2026-06-302026-07-24

SCHM SCHWAB U.S. MID-CAP ETF16.0K shares115.02%2026-06-302026-07-24

BA BOEING CO COM2.7K shares0.15%2026-06-302026-07-24

CROX CROCS INC COM4.8K shares3.31%2026-06-302026-07-24

VB VANGUARD SMALL-CAP ETF1.9K shares-1.59%2026-06-302026-07-24

Sponsored

CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF15.8K shares-19.08%2026-06-302026-07-24

VOT VANGUARD MID-CAP GROWTH ETF1.9K shares23.25%2026-06-302026-07-24

VBR VANGUARD SMALL CAP VALUE ETF2.4K shares0.00%2026-06-302026-07-24

MCK MCKESSON CORP COM732 shares-7.69%2026-06-302026-07-24

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF10.2K shares-0.69%2026-06-302026-07-24

CGBL CAPITAL GROUP CORE BALANCED ETF14.1K shares-0.56%2026-06-302026-07-24

ZOETIS INC CL A ZOETIS INC CL A7.5K shares3217.78%2026-06-302026-07-24

XMMO INVESCO S&P MIDCAP MOMENTUM ETF3.1K shares24.30%2026-06-302026-07-24

Sponsored

CGDG CAPITAL GROUP DIVIDEND GROWERS ETF13.9K shares-10.52%2026-06-302026-07-24

FDX FEDEX CORP COM1.7K shares0.30%2026-06-302026-07-24

VOO VANGUARD S&P 500 ETF753 shares-24.85%2026-06-302026-07-24

KO COCA COLA CO COM6.3K shares-2.91%2026-06-302026-07-24

ULTA BEAUTY INC COM ULTA BEAUTY INC COM1.1K shares-7.50%2026-06-302026-07-24

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF3.0K shares10.79%2026-06-302026-07-24

MELI MERCADOLIBRE INC COM282 shares73.01%2026-06-302026-07-24

STIP ISHARES 0-5 YEAR TIPS BOND ETF4.6K shares-7.75%2026-06-302026-07-24

Sponsored

STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF10.3K shares10.68%2026-06-302026-07-24

QUAL ISHARES MSCI USA QUALITY FACTOR ETF2.1K shares-4.10%2026-06-302026-07-24

SCHD SCHWAB US DIVIDEND EQUITY ETF14.7K shares5.20%2026-06-302026-07-24

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF5.4K shares14.41%2026-06-302026-07-24

TM TOYOTA MOTOR CORP ADS2.7K shares2.19%2026-06-302026-07-24

LLY ELI LILLY & CO COM354 shares-2.48%2026-06-302026-07-24

ALL ALLSTATE CORP COM1.8K shares18.29%2026-06-302026-07-24

CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF12.8K shares0.41%2026-06-302026-07-24

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF7.1K shares0.00%2026-06-302026-07-24

WSM WILLIAMS SONOMA INC COM1.8K shares-4.95%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC CL B3.7K shares-1.97%2026-06-302026-07-24

RKLB ROCKET LAB CORP COM3.9K shares21.69%2026-06-302026-07-24

CLOUDFLARE INC CL A COM CLOUDFLARE INC CL A COM1.6K shares-20.81%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP COM1.5K shares59.07%2026-06-302026-07-24

VIG VANGUARD DIVIDEND APPRECIATION ETF1.5K shares-4.16%2026-06-302026-07-24

OSS ONE STOP SYS INC COM19.6K shares188.65%2026-06-302026-07-24

Sponsored

JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF5.7K shares-2.06%2026-06-302026-07-24

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF7.3K shares-9.82%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC CL C812 shares-2.87%2026-06-302026-07-24

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF3.4K shares-24.40%2026-06-302026-07-24

SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF13.9K shares0.00%2026-06-302026-07-24

SITM SITIME CORP COM455 shares727.27%2026-06-302026-07-24

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF6.7K shares0.00%2026-06-302026-07-24

DIS DISNEY WALT CO COM3.5K shares-0.11%2026-06-302026-07-24

Sponsored

IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF6.2K shares-1.07%2026-06-302026-07-24

WEC WEC ENERGY GROUP INC COM2.8K shares0.00%2026-06-302026-07-24

SDY STATE STREET SPDR S&P DIVIDEND ETF2.1K shares0.24%2026-06-302026-07-24

CIPHER DIGITAL INC COM CIPHER DIGITAL INC COM12.8K shares26.44%2026-06-302026-07-24

RBRK RUBRIK INC. CL A3.9K shares26.48%2026-06-302026-07-24

VOE VANGUARD MID-CAP VALUE ETF1.6K shares-0.06%2026-06-302026-07-24

MKL MARKEL GROUP INC COM158 shares4.64%2026-06-302026-07-24

RSP INVESCO S&P 500 EQUAL WEIGHT ETF1.4K shares-25.92%2026-06-302026-07-24

Sponsored

CGMU CAPITAL GROUP MUNICIPAL INCOME ETF11.0K shares-7.94%2026-06-302026-07-24

NVTS NAVITAS SEMICONDUCTOR CORP COM16.7K shares18.68%2026-06-302026-07-24

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF6.7K shares0.00%2026-06-302026-07-24

NVT NVENT ELEC PLC SHS1.7K shares-44.76%2026-06-302026-07-24

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF997 shares-2.45%2026-06-302026-07-24

ANET ARISTA NETWORKS INC COM SHS1.6K shares-43.90%2026-06-302026-07-24

MPLX MPLX LP COM UNIT REP LTD4.9K shares1.94%2026-06-302026-07-24

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF3.0K shares0.85%2026-06-302026-07-24

Sponsored

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A512 shares-1.92%2026-06-302026-07-24

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF2.4K shares0.00%2026-06-302026-07-24

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF4.9K shares-5.62%2026-06-302026-07-24

EEM ISHARES MSCI EMERGING MARKETS ETF3.7K shares0.38%2026-06-302026-07-24

VTEB VANGUARD TAX-EXEMPT BOND ETF5.0K shares0.00%2026-06-302026-07-24

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF2.1K shares11.24%2026-06-302026-07-24

PG PROCTER & GAMBLE CO COM1.7K shares1.25%2026-06-302026-07-24

VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF2.5K shares0.00%2026-06-302026-07-24

Sponsored

PM PHILIP MORRIS INTL INC COM1.3K shares-1.28%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC COM3.3K shares-31.36%2026-06-302026-07-24

RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF3.9K shares0.00%2026-06-302026-07-24

AEHR AEHR TEST SYS COM2.4K shares31.03%2026-06-302026-07-24

BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND2.2K shares-23.07%2026-06-302026-07-24

SRE SEMPRA COM2.4K shares0.00%2026-06-302026-07-24

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF5.3K shares-1.12%2026-06-302026-07-24

KMB KIMBERLY-CLARK CORP COM2.0K shares-1.09%2026-06-302026-07-24

Sponsored

VNQ VANGUARD REAL ESTATE ETF2.2K shares-4.51%2026-06-302026-07-24

SPLV INVESCO S&P 500 LOW VOLATILITY ETF2.8K shares-1.56%2026-06-302026-07-24

IREN IREN LIMITED ORDINARY SHARES4.4K shares27.48%2026-06-302026-07-24

AXON AXON ENTERPRISE INC COM357 shares279.79%2026-06-302026-07-24

CLPT CLEARPOINT NEURO INC COM11.1K shares108.65%2026-06-302026-07-24

SOFI SOFI TECHNOLOGIES INC COM10.8K shares87.45%2026-06-302026-07-24

IONQ INC COM IONQ INC COM3.6K shares63.13%2026-06-302026-07-24

VGT VANGUARD INFORMATION TECHNOLOGY ETF1.6K shares874.23%2026-06-302026-07-24

Sponsored

USAI PACER AMERICAN ENERGY INFRASTRUCTURE ETF4.2K shares-14.34%2026-06-302026-07-24

ITB ISHARES U.S. HOME CONSTRUCTION ETF1.8K shares-4.31%2026-06-302026-07-24

PSX PHILLIPS 66 COM1.1K shares-7.98%2026-06-302026-07-24

USMV ISHARES MSCI USA MIN VOL FACTOR ETF1.9K shares-4.42%2026-06-302026-07-24

IJR ISHARES CORE S&P SMALL CAP ETF1.2K shares0.24%2026-06-302026-07-24

SPMO INVESCO S&P 500 MOMENTUM ETF1.1K shares0.00%2026-06-302026-07-24

ALAB ASTERA LABS INC COM372 shares-51.94%2026-06-302026-07-24

TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF3.4K shares-62.87%2026-06-302026-07-24

Sponsored

ASTS AST SPACEMOBILE INC COM CL A1.9K shares78.56%2026-06-302026-07-24

HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF5.3K shares0.00%2026-06-302026-07-24

T AT&T INC COM8.2K shares-2.21%2026-06-302026-07-24

KLAC KLA CORP COM NEW560 shares900.00%2026-06-302026-07-24

CAT CATERPILLAR INC COM157 shares0.00%2026-06-302026-07-24

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF4.7K shares0.13%2026-06-302026-07-24

RTX CORPORATION COM RTX CORPORATION COM860 shares-6.72%2026-06-302026-07-24

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF4.8K shares0.02%2026-06-302026-07-24

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES579 shares363.20%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP COM308 shares-0.65%2026-06-302026-07-24

BE BLOOM ENERGY CORP COM CL A500 shares0.00%2026-06-302026-07-24

MO ALTRIA GROUP INC COM2.0K shares0.54%2026-06-302026-07-24

SCHF SCHWAB INTERNATIONAL EQUITY ETF5.2K shares4.03%2026-06-302026-07-24

DFAS DIMENSIONAL U.S. SMALL CAP ETF1.7K shares-33.62%2026-06-302026-07-24

AFL AFLAC INC COM1.1K shares-36.30%2026-06-302026-07-24

GTLB GITLAB INC CLASS A COM4.3K shares242.62%2026-06-302026-07-24

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GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF728 shares-27.20%2026-06-302026-07-24

VUG VANGUARD GROWTH ETF1.5K shares460.44%2026-06-302026-07-24

LPLA LPL FINL HLDGS INC COM467 shares0.00%2026-06-302026-07-24

FAST FASTENAL CO COM2.7K shares0.00%2026-06-302026-07-24

TXN TEXAS INSTRS INC COM434 shares0.00%2026-06-302026-07-24

ONDS ONDAS INC COM NEW15.5K shares15424.00%2026-06-302026-07-24

IYR ISHARES U.S. REAL ESTATE ETF1.2K shares11.01%2026-06-302026-07-24

KEYS KEYSIGHT TECHNOLOGIES INC COM361 shares-39.12%2026-06-302026-07-24

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FEDEX FGHT HLDG CO INC COMMON STOCK FEDEX FGHT HLDG CO INC COMMON STOCK825 sharesnew addition2026-06-302026-07-24

ARTY ISHARES FUTURE AI & TECH ETF1.6K shares-12.87%2026-06-302026-07-24

IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF2.1K shares0.00%2026-06-302026-07-24

CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF3.4K shares-29.29%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS COM414 shares0.00%2026-06-302026-07-24

IYM ISHARES U.S. BASIC MATERIALS ETF642 shares6.12%2026-06-302026-07-24

NBIS NEBIUS GROUP N.V. SHS CLASS A417 shares169.03%2026-06-302026-07-24

ETN EATON CORP PLC SHS270 shares0.00%2026-06-302026-07-24

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GILD GILEAD SCIENCES INC COM886 shares-5.94%2026-06-302026-07-24

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GE GE AEROSPACE COM NEW286 shares0.35%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC COM309 shares0.00%2026-06-302026-07-24

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FDN FIRST TRUST DOW JONES INTERNET INDEX FUND395 shares0.00%2026-06-302026-07-24

SYNA SYNAPTICS INC COM830 shares1283.33%2026-06-302026-07-24

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MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND1.9K shares-5.05%2026-06-302026-07-24

NVS NOVARTIS AG SPONSORED ADR641 shares0.00%2026-06-302026-07-24

JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF1.4K shares1.12%2026-06-302026-07-24

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AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW2.3K shares117.93%2026-06-302026-07-24

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BMY BRISTOL-MYERS SQUIBB CO COM1.6K shares0.80%2026-06-302026-07-24

AEROVIRONMENT INC COM AEROVIRONMENT INC COM564 shares89.90%2026-06-302026-07-24

SBUX STARBUCKS CORP COM907 shares0.33%2026-06-302026-07-24

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EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF1.5K shares0.00%2026-06-302026-07-24

HONEYWELL INTL INC COM HONEYWELL INTL INC COM406 sharesnew addition2026-06-302026-07-24

PYPL PAYPAL HLDGS INC COM2.1K shares-5.04%2026-06-302026-07-24

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SKYY FIRST TRUST CLOUD COMPUTING ETF626 shares-4.43%2026-06-302026-07-24

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WBD WARNER BROS DISCOVERY INC COM SER A3.1K shares-0.39%2026-06-302026-07-24

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SCHA SCHWAB U.S. SMALL-CAP ETF2.3K shares0.04%2026-06-302026-07-24

APH AMPHENOL CORP CL A467 shares10.66%2026-06-302026-07-24

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DOMINOS PIZZA INC COM DOMINOS PIZZA INC COM270 shares-56.31%2026-06-302026-07-24

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TJX TJX COS INC NEW COM496 shares12.47%2026-06-302026-07-24

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND772 shares0.00%2026-06-302026-07-24

IYW ISHARES U.S. TECHNOLOGY ETF294 shares-4.85%2026-06-302026-07-24

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DFUV DIMENSIONAL US MARKETWIDE VALUE ETF1.3K shares-68.83%2026-06-302026-07-24

KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW1.4K sharesnew addition2026-06-302026-07-24

IWV ISHARES RUSSELL 3000 ETF166 shares0.00%2026-06-302026-07-24

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C CITIGROUP INC COM NEW497 shares0.61%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC COM NEW173 shares-12.63%2026-06-302026-07-24

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USB US BANCORP COM NEW1.1K shares-7.08%2026-06-302026-07-24

FBTC FIDELITY WISE ORIGIN BITCOIN FUND1.3K shares-9.48%2026-06-302026-07-24

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VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF840 shares-7.79%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC COM1.6K shares-11.80%2026-06-302026-07-24

SYK STRYKER CORPORATION COM210 shares6.06%2026-06-302026-07-24

SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF2.2K shares-48.19%2026-06-302026-07-24

GEV GE VERNOVA INC COM55 shares0.00%2026-06-302026-07-24

PFF ISHARES PREFERRED & INCOME SECURITIES ETF2.0K shares-14.65%2026-06-302026-07-24

ORLY OREILLY AUTOMOTIVE INC COM660 shares0.00%2026-06-302026-07-24

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TSCO TRACTOR SUPPLY CO COM1.9K shares0.00%2026-06-302026-07-24

STCE SCHWAB CRYPTO THEMATIC ETF854 shares0.00%2026-06-302026-07-24

NVO NOVO-NORDISK A S ADR1.2K shares-1.51%2026-06-302026-07-24

DHR DANAHER CORP DEL COM311 shares0.00%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING INC COM263 shares1.54%2026-06-302026-07-24

PEP PEPSICO INC COM430 shares-28.93%2026-06-302026-07-24

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LNG CHENIERE ENERGY INC COM NEW238 shares0.42%2026-06-302026-07-24

SCHX SCHWAB U.S. LARGE-CAP ETF1.9K shares0.00%2026-06-302026-07-24

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SCHB SCHWAB U.S. BROAD MARKET ETF1.9K shares30.20%2026-06-302026-07-24

REGN REGENERON PHARMACEUTICALS COM87 shares-7.45%2026-06-302026-07-24

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ITA ISHARES U.S. AEROSPACE & DEFENSE ETF214 shares-11.93%2026-06-302026-07-24

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BANR BANNER CORP COM NEW774 shares0.52%2026-06-302026-07-24

AMERIPRISE FINL INC COM AMERIPRISE FINL INC COM111 shares0.00%2026-06-302026-07-24

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FPS FORGENT POWER SOLUTIONS INC COM SHS CL A866 sharesnew addition2026-06-302026-07-24

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SOUTHERN CO COM SOUTHERN CO COM443 shares0.00%2026-06-302026-07-24

JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND719 shares-28.32%2026-06-302026-07-24

HACK AMPLIFY CYBERSECURITY ETF400 shares0.00%2026-06-302026-07-24

SHW SHERWIN WILLIAMS CO COM120 shares11.11%2026-06-302026-07-24

CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF1.6K shares-20.47%2026-06-302026-07-24

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BKNG BOOKING HOLDINGS INC COM227 shares2422.22%2026-06-302026-07-24

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JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF661 shares0.30%2026-06-302026-07-24

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PRF INVESCO RAFI US 1000 ETF725 shares0.00%2026-06-302026-07-24

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NETFLIX INC. COM NETFLIX INC. COM509 shares0.00%2026-06-302026-07-24

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VIK VIKING HOLDINGS LTD ORD SHS328 shares0.00%2026-06-302026-07-24

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ETY EATON VANCE TAX-MANAGED DIVERS COM2.0K shares0.00%2026-06-302026-07-24

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NXP SEMICONDUCTORS N V COM NXP SEMICONDUCTORS N V COM103 shares0.00%2026-06-302026-07-24

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ARR ARMOUR RESIDENTIAL REIT INC COM SHS1.2K shares4.21%2026-06-302026-07-24

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FIDELITY AAA CLO ETF FIDELITY AAA CLO ETF359 sharesnew addition2026-06-302026-07-24

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REMX VANECK RARE EARTH AND STRATEGIC METALS ETF200 shares0.00%2026-06-302026-07-24

CMG CHIPOTLE MEXICAN GRILL INC COM518 shares0.00%2026-06-302026-07-24

SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF349 shares1.16%2026-06-302026-07-24

DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF365 shares-30.08%2026-06-302026-07-24

SOLS SOLSTICE ADVANCED MATLS INC COM SHS196 shares-12.11%2026-06-302026-07-24

Sponsored

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF367 shares1.10%2026-06-302026-07-24

MICROSECTORS GOLD MINERS 3X LEVERAGED ETN MICROSECTORS GOLD MINERS 3X LEVERAGED ETN200 shares0.00%2026-06-302026-07-24

VIOO VANGUARD S&P SMALL-CAP 600 ETF123 shares-20.13%2026-06-302026-07-24

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF316 shares0.00%2026-06-302026-07-24

EXK ENDEAVOUR SILVER CORP COM2.0K shares0.00%2026-06-302026-07-24

SCZ ISHARES MSCI EAFE SMALL-CAP ETF200 shares0.00%2026-06-302026-07-24

ETHW BITWISE ETHEREUM ETF1.4K shares-17.26%2026-06-302026-07-24

IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT2.2K shares10.43%2026-06-302026-07-24

Sponsored

CVS CVS HEALTH CORP COM156 shares0.00%2026-06-302026-07-24

CMCSA COMCAST CORP NEW CL A653 shares-40.53%2026-06-302026-07-24

PULS PGIM ULTRA SHORT BOND ETF317 shares0.00%2026-06-302026-07-24

UL UNILEVER PLC SPON ADR NEW261 shares0.00%2026-06-302026-07-24

SIRI SIRIUSXM HOLDINGS INC COMMON STOCK524 shares0.96%2026-06-302026-07-24

HSY HERSHEY CO COM88 shares0.00%2026-06-302026-07-24

ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT1.5K shares3.03%2026-06-302026-07-24

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD81 shares0.00%2026-06-302026-07-24

Sponsored

3M CO COM 3M CO COM94 shares0.00%2026-06-302026-07-24

HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3561 shares-40.95%2026-06-302026-07-24

PRCT PROCEPT BIOROBOTICS CORP COM672 shares0.00%2026-06-302026-07-24

EXC EXELON CORP COM325 shares0.00%2026-06-302026-07-24

MICROCHIP TECHNOLOGY INC. COM MICROCHIP TECHNOLOGY INC. COM165 shares0.00%2026-06-302026-07-24

ILMN ILLUMINA INC COM83 shares0.00%2026-06-302026-07-24

VEEV VEEVA SYS INC CL A COM82 shares20.59%2026-06-302026-07-24

BMNR BITMINE IMMERSION TECHS INC COM NEW1.1K shares0.00%2026-06-302026-07-24

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER750 shares0.00%2026-06-302026-07-24

SSRM SSR MINING IN COM500 shares0.00%2026-06-302026-07-24

CLFD CLEARFIELD INC COM354 sharesnew addition2026-06-302026-07-24

VONG VANGUARD RUSSELL 1000 GROWTH ETF110 shares0.00%2026-06-302026-07-24

CRCL CIRCLE INTERNET GROUP INC COM CL A224 shares0.00%2026-06-302026-07-24

GBTC GRAYSCALE BITCOIN TRUST ETF308 shares0.00%2026-06-302026-07-24

ROYAL CARIBBEAN GROUP COM ROYAL CARIBBEAN GROUP COM44 shares83.33%2026-06-302026-07-24

VONV VANGUARD RUSSELL 1000 VALUE ETF131 shares0.00%2026-06-302026-07-24

Sponsored

ALK ALASKA AIR GROUP INC COM266 shares0.00%2026-06-302026-07-24

DEO DIAGEO PLC SPON ADR NEW172 shares0.00%2026-06-302026-07-24

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF204 shares0.00%2026-06-302026-07-24

GNL GLOBAL NET LEASE INC COM NEW1.5K shares2.00%2026-06-302026-07-24

SFL SFL CORPORATION LTD SHS1.3K shares1.91%2026-06-302026-07-24

AON AON PLC SHS CL A41 shares0.00%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC COM27 shares0.00%2026-06-302026-07-24

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A345 shares0.00%2026-06-302026-07-24

Sponsored

ABNB AIRBNB INC COM CL A92 shares0.00%2026-06-302026-07-24

AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF98 shares0.00%2026-06-302026-07-24

XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN1.1K shares0.00%2026-06-302026-07-24

CCJ CAMECO CORP COM124 shares24.00%2026-06-302026-07-24

F FORD MTR CO COM908 shares0.78%2026-06-302026-07-24

OKLO OKLO INC COM CL A240 shares0.00%2026-06-302026-07-24

LIN LINDE PLC SHS24 shares0.00%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC COM50 shares0.00%2026-06-302026-07-24

Sponsored

ESGV VANGUARD ESG U.S. STOCK ETF93 shares1.09%2026-06-302026-07-24

CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF126 shares0.00%2026-06-302026-07-24

COF CAPITAL ONE FINL CORP COM61 shares0.00%2026-06-302026-07-24

VOX VANGUARD COMMUNICATION SERVICES ETF66 shares-47.20%2026-06-302026-07-24

SPHR SPHERE ENTERTAINMENT CO CL A70 shares0.00%2026-06-302026-07-24

CCI CROWN CASTLE INC COM157 shares1.29%2026-06-302026-07-24

AVUS AVANTIS U.S. EQUITY ETF92 shares666.67%2026-06-302026-07-24

HBM HUDBAY MINERALS INC COM500 shares0.00%2026-06-302026-07-24

Sponsored

IBB ISHARES BIOTECHNOLOGY ETF62 shares-28.74%2026-06-302026-07-24

NUE NUCOR CORP COM53 shares0.00%2026-06-302026-07-24

BTU PEABODY ENERGY CORP COM506 shares0.20%2026-06-302026-07-24

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND243 shares0.00%2026-06-302026-07-24

CGCP

CAPITAL GROUP CORE PLUS INCOME ETF

42.19%

Shares523.9K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC COM

-4.24%

Shares29.8K

Event2026-06-30

Filed2026-07-24

CGSD

CAPITAL GROUP SHORT DURATION INCOME ETF

27.98%

Shares329.3K

Event2026-06-30

Filed2026-07-24

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

2.66%

Shares142.7K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC CAP STK CL C

-3.01%

Shares18.9K

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

0.31%

Shares131.2K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION COM

0.56%

Shares25.5K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP COM

0.05%

Shares13.3K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC COM

-0.25%

Shares13.4K

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

-3.17%

Shares137.3K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD VALUE ETF

-2.67%

Shares21.5K

Event2026-06-30

Filed2026-07-24

COWZ

PACER US CASH COWS 100 ETF

5.15%

Shares72.7K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO COM

-6.33%

Shares13.3K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC COM

0.90%

Shares32.8K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-0.71%

Shares59.0K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC COM

-0.39%

Shares35.2K

Event2026-06-30

Filed2026-07-24

VANGUARD TOTAL STOCK MARKET ETF

-1.57%

Shares10.4K

Event2026-06-30

Filed2026-07-24

CGMS

CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF

27.20%

Shares139.4K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

-9.42%

Shares45.3K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD SHORT-TERM BOND ETF

0.49%

Shares45.1K

Event2026-06-30

Filed2026-07-24

SPG

SIMON PPTY GROUP INC NEW COM

-0.95%

Shares15.3K

Event2026-06-30

Filed2026-07-24

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

-0.16%

Shares84.0K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC COM

2.96%

Shares13.8K

Event2026-06-30

Filed2026-07-24

MAC

MACERICH CO COM

-1.37%

Shares121.5K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO COM

-1.63%

Shares8.7K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.69%

Shares5.9K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

1.08%

Shares71.1K

Event2026-06-30

Filed2026-07-24

CGUS

CAPITAL GROUP CORE EQUITY ETF

2.61%

Shares65.5K

Event2026-06-30

Filed2026-07-24

CVE

CENOVUS ENERGY INC COM

-0.00%

Shares116.5K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

0.74%

Shares54.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC CAP STK CL A

-8.51%

Shares7.6K

Event2026-06-30

Filed2026-07-24

APA CORPORATION COM

4.23%

Shares78.5K

Event2026-06-30

Filed2026-07-24

DHI

D R HORTON INC COM

0.64%

Shares14.9K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

-3.11%

Shares44.8K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-0.44%

Shares6.8K

Event2026-06-30

Filed2026-07-24

CGCB

CAPITAL GROUP CORE BOND ETF

-8.66%

Shares83.2K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP COM

-5.68%

Shares37.9K

Event2026-06-30

Filed2026-07-24

XSMO

INVESCO S&P SMALLCAP MOMENTUM ETF

0.25%

Shares22.5K

Event2026-06-30

Filed2026-07-24

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

-1.98%

Shares49.7K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC CL A

-0.51%

Shares3.5K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC COM

-0.42%

Shares1.7K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

-9.36%

Shares27.4K

Event2026-06-30

Filed2026-07-24

VISA INC COM CL A

-2.64%

Shares5.4K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP COM

4.40%

Shares13.6K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION COM

-5.38%

Shares10.4K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP COM

-14.34%

Shares12.3K

Event2026-06-30

Filed2026-07-24

NVR

NVR INC COM

-3.50%

Shares248

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC COM

-33.19%

Shares9.1K

Event2026-06-30

Filed2026-07-24

VANGUARD LARGE-CAP ETF

0.29%

Shares4.9K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC COM

0.11%

Shares13.9K

Event2026-06-30

Filed2026-07-24

EBAY

EBAY INC. COM

-24.01%

Shares14.5K

Event2026-06-30

Filed2026-07-24

FANG

DIAMONDBACK ENERGY INC COM

11.92%

Shares9.2K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC COM

-10.05%

Shares2.7K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

-12.91%

Shares3.2K

Event2026-06-30

Filed2026-07-24

OXY

OCCIDENTAL PETE CORP COM

-10.60%

Shares31.4K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS COM

4.08%

Shares14.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON COM

-4.16%

Shares5.7K

Event2026-06-30

Filed2026-07-24

FITB

FIFTH THIRD BANCORP COM

13.17%

Shares25.8K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP COM NEW

-14.14%

Shares3.4K

Event2026-06-30

Filed2026-07-24

LEN

LENNAR CORP CL A

-8.06%

Shares15.9K

Event2026-06-30

Filed2026-07-24

CALF

PACER US SMALL CAP CASH COWS ETF

5.43%

Shares27.7K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION COM

-0.27%

Shares1.5K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC COM

-9.84%

Shares3.9K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC COM

22.74%

Shares3.2K

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

1.61%

Shares28.0K

Event2026-06-30

Filed2026-07-24

BROADCOM INC COM

3.67%

Shares3.3K

Event2026-06-30

Filed2026-07-24

CGGO

CAPITAL GROUP GLOBAL GROWTH EQUITY ETF

-8.70%

Shares28.7K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

-17.56%

Shares44.1K

Event2026-06-30

Filed2026-07-24

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares8.3K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD SHARES

-0.72%

Shares3.1K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC COM

-19.02%

Shares3.8K

Event2026-06-30

Filed2026-07-24

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

38.16%

Shares11.0K

Event2026-06-30

Filed2026-07-24

WAL

WESTERN ALLIANCE BANCORP COM

23.00%

Shares13.4K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP COM

0.35%

Shares11.9K

Event2026-06-30

Filed2026-07-24

STATE STREET SPDR S&P 500 ETF

54.12%

Shares1.4K

Event2026-06-30

Filed2026-07-24

CGNG

CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF

-19.21%

Shares28.5K

Event2026-06-30

Filed2026-07-24

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

4.70%

Shares27.4K

Event2026-06-30

Filed2026-07-24

DGS

WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND

1.65%

Shares16.3K

Event2026-06-30

Filed2026-07-24

UHAL.B

U HAUL HOLDING COMPANY COM SER N

-2.16%

Shares18.2K

Event2026-06-30

Filed2026-07-24

PCAR

PACCAR INC COM

-3.64%

Shares8.6K

Event2026-06-30

Filed2026-07-24

CACC

CREDIT ACCEP CORP MICH COM

5.56%

Shares1.5K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC COM

-4.65%

Shares2.2K

Event2026-06-30

Filed2026-07-24

DOCN

DIGITALOCEAN HLDGS INC COM

-13.92%

Shares5.9K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV N Y REGISTRY SHS

-4.16%

Shares438

Event2026-06-30

Filed2026-07-24

BND

VANGUARD TOTAL BOND MARKET ETF

-6.65%

Shares11.2K

Event2026-06-30

Filed2026-07-24

ORACLE CORP COM

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TRUST SERIES I

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC CL A

-8.03%

Shares973

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC CL A

-17.33%

Shares6.3K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC COM

-1.07%

Shares6.4K

Event2026-06-30

Filed2026-07-24

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

7.71%

Shares13.5K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES MSCI EAFE VALUE ETF

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP COM

3.35%

Shares2.5K

Event2026-06-30

Filed2026-07-24

ISHARES CORE S&P 500 ETF

0.00%

Shares909

Event2026-06-30

Filed2026-07-24

VANGUARD MID-CAP ETF

300.72%

Shares8.4K

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

MTB

M & T BK CORP COM

-0.11%

Shares2.8K

Event2026-06-30

Filed2026-07-24

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-1.13%

Shares3.5K

Event2026-06-30

Filed2026-07-24

JSCP

JPMORGAN SHORT DURATION CORE PLUS ETF

1.00%

Shares14.0K

Event2026-06-30

Filed2026-07-24

AMKR

AMKOR TECHNOLOGY INC COM

-13.23%

Shares6.9K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB U.S. MID-CAP ETF

115.02%

Shares16.0K

Event2026-06-30

Filed2026-07-24

BOEING CO COM

0.15%

Shares2.7K

Event2026-06-30

Filed2026-07-24

CROX

CROCS INC COM

3.31%

Shares4.8K

Event2026-06-30

Filed2026-07-24

VANGUARD SMALL-CAP ETF

-1.59%

Shares1.9K

Event2026-06-30

Filed2026-07-24

CGIE

CAPITAL GROUP INTERNATIONAL EQUITY ETF

-19.08%

Shares15.8K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD MID-CAP GROWTH ETF

23.25%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD SMALL CAP VALUE ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP COM

-7.69%

Shares732

Event2026-06-30

Filed2026-07-24

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-0.69%

Shares10.2K

Event2026-06-30

Filed2026-07-24

CGBL

CAPITAL GROUP CORE BALANCED ETF

-0.56%

Shares14.1K

Event2026-06-30

Filed2026-07-24

ZOETIS INC CL A

3217.78%

Shares7.5K

Event2026-06-30

Filed2026-07-24

XMMO

INVESCO S&P MIDCAP MOMENTUM ETF

24.30%

Shares3.1K

Event2026-06-30

Filed2026-07-24

CGDG

CAPITAL GROUP DIVIDEND GROWERS ETF

-10.52%

Shares13.9K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP COM

0.30%

Shares1.7K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD S&P 500 ETF

-24.85%

Shares753

Event2026-06-30

Filed2026-07-24

COCA COLA CO COM

-2.91%

Shares6.3K

Event2026-06-30

Filed2026-07-24

ULTA BEAUTY INC COM

-7.50%

Shares1.1K

Event2026-06-30

Filed2026-07-24

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

10.79%

Shares3.0K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC COM

73.01%

Shares282

Event2026-06-30

Filed2026-07-24

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

-7.75%

Shares4.6K

Event2026-06-30

Filed2026-07-24

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

10.68%

Shares10.3K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-4.10%

Shares2.1K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB US DIVIDEND EQUITY ETF

5.20%

Shares14.7K

Event2026-06-30

Filed2026-07-24

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

14.41%

Shares5.4K

Event2026-06-30

Filed2026-07-24

TOYOTA MOTOR CORP ADS

2.19%

Shares2.7K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO COM

-2.48%

Shares354

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP COM

18.29%

Shares1.8K

Event2026-06-30

Filed2026-07-24

CGCV

CAPITAL GROUP CONSERVATIVE EQUITY ETF

0.41%

Shares12.8K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD FTSE EMERGING MARKETS ETF

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-24

WSM

WILLIAMS SONOMA INC COM

-4.95%

Shares1.8K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC CL B

-1.97%

Shares3.7K

Event2026-06-30

Filed2026-07-24

RKLB

ROCKET LAB CORP COM

21.69%

Shares3.9K

Event2026-06-30

Filed2026-07-24

CLOUDFLARE INC CL A COM

-20.81%

Shares1.6K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP COM

59.07%

Shares1.5K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-4.16%

Shares1.5K

Event2026-06-30

Filed2026-07-24

OSS

ONE STOP SYS INC COM

188.65%

Shares19.6K

Event2026-06-30

Filed2026-07-24

JPEM

JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF

-2.06%

Shares5.7K

Event2026-06-30

Filed2026-07-24

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

-9.82%

Shares7.3K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC CL C

-2.87%

Shares812

Event2026-06-30

Filed2026-07-24

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

-24.40%

Shares3.4K

Event2026-06-30

Filed2026-07-24

SCHJ

SCHWAB 1-5 YEAR CORPORATE BOND ETF

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-24

SITM

SITIME CORP COM

727.27%

Shares455

Event2026-06-30

Filed2026-07-24

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO COM

-0.11%

Shares3.5K

Event2026-06-30

Filed2026-07-24

IMTM

ISHARES MSCI INTL MOMENTUM FACTOR ETF

-1.07%

Shares6.2K

Event2026-06-30

Filed2026-07-24

WEC

WEC ENERGY GROUP INC COM

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.24%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CIPHER DIGITAL INC COM

26.44%

Shares12.8K

Event2026-06-30

Filed2026-07-24

RBRK

RUBRIK INC. CL A

26.48%

Shares3.9K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD MID-CAP VALUE ETF

-0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-24

MKL

MARKEL GROUP INC COM

4.64%

Shares158

Event2026-06-30

Filed2026-07-24

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

-25.92%

Shares1.4K

Event2026-06-30

Filed2026-07-24

CGMU

CAPITAL GROUP MUNICIPAL INCOME ETF

-7.94%

Shares11.0K

Event2026-06-30

Filed2026-07-24

NVTS

NAVITAS SEMICONDUCTOR CORP COM

18.68%

Shares16.7K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-24

NVT

NVENT ELEC PLC SHS

-44.76%

Shares1.7K

Event2026-06-30

Filed2026-07-24

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

-2.45%

Shares997

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC COM SHS

-43.90%

Shares1.6K

Event2026-06-30

Filed2026-07-24

MPLX

MPLX LP COM UNIT REP LTD

1.94%

Shares4.9K

Event2026-06-30

Filed2026-07-24

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

0.85%

Shares3.0K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED CL A

-1.92%

Shares512

Event2026-06-30

Filed2026-07-24

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

-5.62%

Shares4.9K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.38%

Shares3.7K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD TAX-EXEMPT BOND ETF

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

11.24%

Shares2.1K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO COM

1.25%

Shares1.7K

Event2026-06-30

Filed2026-07-24

VTES

VANGUARD SHORT-TERM TAX EXEMPT BOND ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC COM

-1.28%

Shares1.3K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC COM

-31.36%

Shares3.3K

Event2026-06-30

Filed2026-07-24

RWJ

INVESCO S&P SMALLCAP 600 REVENUE ETF

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

AEHR

AEHR TEST SYS COM

31.03%

Shares2.4K

Event2026-06-30

Filed2026-07-24

BILZ

PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND

-23.07%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SRE

SEMPRA COM

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

-1.12%

Shares5.3K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP COM

-1.09%

Shares2.0K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD REAL ESTATE ETF

-4.51%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SPLV

INVESCO S&P 500 LOW VOLATILITY ETF

-1.56%

Shares2.8K

Event2026-06-30

Filed2026-07-24

IREN

IREN LIMITED ORDINARY SHARES

27.48%

Shares4.4K

Event2026-06-30

Filed2026-07-24

AXON

AXON ENTERPRISE INC COM

279.79%

Shares357

Event2026-06-30

Filed2026-07-24

CLPT

CLEARPOINT NEURO INC COM

108.65%

Shares11.1K

Event2026-06-30

Filed2026-07-24

SOFI

SOFI TECHNOLOGIES INC COM

87.45%

Shares10.8K

Event2026-06-30

Filed2026-07-24

IONQ INC COM

63.13%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

874.23%

Shares1.6K

Event2026-06-30

Filed2026-07-24

USAI

PACER AMERICAN ENERGY INFRASTRUCTURE ETF

-14.34%

Shares4.2K

Event2026-06-30

Filed2026-07-24

ITB

ISHARES U.S. HOME CONSTRUCTION ETF

-4.31%

Shares1.8K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66 COM

-7.98%

Shares1.1K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-4.42%

Shares1.9K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES CORE S&P SMALL CAP ETF

0.24%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO S&P 500 MOMENTUM ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

ALAB

ASTERA LABS INC COM

-51.94%

Shares372

Event2026-06-30

Filed2026-07-24

TAXF

AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF

-62.87%

Shares3.4K

Event2026-06-30

Filed2026-07-24

ASTS

AST SPACEMOBILE INC COM CL A

78.56%

Shares1.9K

Event2026-06-30

Filed2026-07-24

HDEF

XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-24

AT&T INC COM

-2.21%

Shares8.2K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP COM NEW

900.00%

Shares560

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC COM

0.00%

Shares157

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

0.13%

Shares4.7K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION COM

-6.72%

Shares860

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

0.02%

Shares4.8K

Event2026-06-30

Filed2026-07-24

CRDO

CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES

363.20%

Shares579

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP COM

-0.65%

Shares308

Event2026-06-30

Filed2026-07-24

BLOOM ENERGY CORP COM CL A

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC COM

0.54%

Shares2.0K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

4.03%

Shares5.2K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

-33.62%

Shares1.7K

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC COM

-36.30%

Shares1.1K

Event2026-06-30

Filed2026-07-24

GTLB

GITLAB INC CLASS A COM

242.62%

Shares4.3K

Event2026-06-30

Filed2026-07-24

GLTR

ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF

-27.20%

Shares728

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD GROWTH ETF

460.44%

Shares1.5K

Event2026-06-30

Filed2026-07-24

LPLA

LPL FINL HLDGS INC COM

0.00%

Shares467

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO COM

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC COM

0.00%

Shares434

Event2026-06-30

Filed2026-07-24

ONDS

ONDAS INC COM NEW

15424.00%

Shares15.5K

Event2026-06-30

Filed2026-07-24

IYR

ISHARES U.S. REAL ESTATE ETF

11.01%

Shares1.2K

Event2026-06-30

Filed2026-07-24

KEYS

KEYSIGHT TECHNOLOGIES INC COM

-39.12%

Shares361

Event2026-06-30

Filed2026-07-24

FEDEX FGHT HLDG CO INC COMMON STOCK

New

Shares825

Event2026-06-30

Filed2026-07-24

ARTY

ISHARES FUTURE AI & TECH ETF

-12.87%

Shares1.6K

Event2026-06-30

Filed2026-07-24

IDMO

INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CGIC

CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF

-29.29%

Shares3.4K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS COM

0.00%

Shares414

Event2026-06-30

Filed2026-07-24

IYM

ISHARES U.S. BASIC MATERIALS ETF

6.12%

Shares642

Event2026-06-30

Filed2026-07-24

NBIS

NEBIUS GROUP N.V. SHS CLASS A

169.03%

Shares417

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC SHS

0.00%

Shares270

Event2026-06-30

Filed2026-07-24

ALERIAN MLP ETF

1.89%

Shares2.2K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP COM

0.00%

Shares116

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC COM

-5.94%

Shares886

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO COM

-16.23%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MINO

PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND

-0.21%

Shares2.4K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE COM NEW

0.35%

Shares286

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC COM

0.00%

Shares309

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES COM

-2.28%

Shares1.2K

Event2026-06-30

Filed2026-07-24

FDN

FIRST TRUST DOW JONES INTERNET INDEX FUND

0.00%

Shares395

Event2026-06-30

Filed2026-07-24

SYNA

SYNAPTICS INC COM

1283.33%

Shares830

Event2026-06-30

Filed2026-07-24

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

7.05%

Shares820

Event2026-06-30

Filed2026-07-24

MUNI

PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

-5.05%

Shares1.9K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG SPONSORED ADR

0.00%

Shares641

Event2026-06-30

Filed2026-07-24

JPIN

JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF

1.12%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

0.86%

Shares1.1K

Event2026-06-30

Filed2026-07-24

AMSC

AMERICAN SUPERCONDUCTOR CORP SHS NEW

117.93%

Shares2.3K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO COM

0.80%

Shares1.6K

Event2026-06-30

Filed2026-07-24

AEROVIRONMENT INC COM

89.90%

Shares564

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP COM

0.33%

Shares907

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC COM

-10.28%

Shares96

Event2026-06-30

Filed2026-07-24

EQAL

INVESCO RUSSELL 1000 EQUAL WEIGHT ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC COM

New

Shares406

Event2026-06-30

Filed2026-07-24

PYPL

PAYPAL HLDGS INC COM

-5.04%

Shares2.1K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC COM

New

Shares406

Event2026-06-30

Filed2026-07-24

GCOW

PACER GLOBAL CASH COWS DIVIDEND ETF

0.93%

Shares2.0K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC COM

-16.81%

Shares3.5K

Event2026-06-30

Filed2026-07-24

SKYY

FIRST TRUST CLOUD COMPUTING ETF

-4.43%

Shares626

Event2026-06-30

Filed2026-07-24

SERVICENOW INC COM

35.79%

Shares846

Event2026-06-30

Filed2026-07-24

WBD

WARNER BROS DISCOVERY INC COM SER A

-0.39%

Shares3.1K

Event2026-06-30

Filed2026-07-24

AECOM COM

0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB U.S. SMALL-CAP ETF

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP CL A

10.66%

Shares467

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

0.00%

Shares514

Event2026-06-30

Filed2026-07-24

KKR

KKR & CO INC COM

0.00%

Shares884

Event2026-06-30

Filed2026-07-24

DOMINOS PIZZA INC COM

-56.31%

Shares270

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC COM

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW COM

12.47%

Shares496

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE U.S. LARGECAP DIVIDEND FUND

0.00%

Shares772

Event2026-06-30

Filed2026-07-24

IYW

ISHARES U.S. TECHNOLOGY ETF

-4.85%

Shares294

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

0.00%

Shares977

Event2026-06-30

Filed2026-07-24

EME

EMCOR GROUP INC COM

0.00%

Shares89

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC COM

0.00%

Shares440

Event2026-06-30

Filed2026-07-24

ABBVIE INC COM

-19.51%

Shares293

Event2026-06-30

Filed2026-07-24

MMC

MARSH & MCLENNAN COS INC COM

3.57%

Shares435

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

-68.83%

Shares1.3K

Event2026-06-30

Filed2026-07-24

KTOS

KRATOS DEFENSE & SEC SOLUTIONS COM NEW

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares166

Event2026-06-30

Filed2026-07-24

TLN

TALEN ENERGY CORP COM

-36.36%

Shares182

Event2026-06-30

Filed2026-07-24

MNST

MONSTER BEVERAGE CORP NEW COM

0.00%

Shares723

Event2026-06-30

Filed2026-07-24

CITIGROUP INC COM NEW

0.61%

Shares497

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC COM NEW

-12.63%

Shares173

Event2026-06-30

Filed2026-07-24

DEERE & CO COM

-6.96%

Shares107

Event2026-06-30

Filed2026-07-24

USB

US BANCORP COM NEW

-7.08%

Shares1.1K

Event2026-06-30

Filed2026-07-24

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

-9.48%

Shares1.3K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC COM

0.00%

Shares66

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC COM

0.00%

Shares261

Event2026-06-30

Filed2026-07-24

FELV

FIDELITY ENHANCED LARGE CAP VALUE ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

-7.79%

Shares840

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC COM

-11.80%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION COM

6.06%

Shares210

Event2026-06-30

Filed2026-07-24

SPSB

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

-48.19%

Shares2.2K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC COM

0.00%

Shares55

Event2026-06-30

Filed2026-07-24

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

-14.65%

Shares2.0K

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC COM

0.00%

Shares660

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP COM

0.43%

Shares235

Event2026-06-30

Filed2026-07-24

TSCO

TRACTOR SUPPLY CO COM

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

STCE

SCHWAB CRYPTO THEMATIC ETF

0.00%

Shares854

Event2026-06-30

Filed2026-07-24

NVO

NOVO-NORDISK A S ADR

-1.51%

Shares1.2K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL COM

0.00%

Shares311

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING INC COM

1.54%

Shares263

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC COM

-28.93%

Shares430

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP COM

0.00%

Shares114

Event2026-06-30

Filed2026-07-24

OSK

OSHKOSH CORP COM

0.53%

Shares377

Event2026-06-30

Filed2026-07-24

XSLV

INVESCO S&P SMALLCAP LOW VOLATILITY ETF

-6.10%

Shares1.1K

Event2026-06-30

Filed2026-07-24

LNG

CHENIERE ENERGY INC COM NEW

0.42%

Shares238

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL COM

7.86%

Shares247

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB U.S. BROAD MARKET ETF

30.20%

Shares1.9K

Event2026-06-30

Filed2026-07-24

REGN

REGENERON PHARMACEUTICALS COM

-7.45%

Shares87

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD HEALTH CARE ETF

0.00%

Shares180

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC COM

0.00%

Shares108

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED COM

-9.30%

Shares156

Event2026-06-30

Filed2026-07-24

AMBARELLA INC SHS

New

Shares619

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO COM

0.00%

Shares577

Event2026-06-30

Filed2026-07-24

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

-11.93%

Shares214

Event2026-06-30

Filed2026-07-24

DVN

DEVON ENERGY CORP NEW COM

6.74%

Shares1.3K

Event2026-06-30

Filed2026-07-24

BANR

BANNER CORP COM NEW

0.52%

Shares774

Event2026-06-30

Filed2026-07-24

AMERIPRISE FINL INC COM

0.00%

Shares111

Event2026-06-30

Filed2026-07-24

IVOO

VANGUARD S&P MID-CAP 400 ETF

0.00%

Shares389

Event2026-06-30

Filed2026-07-24

EOSE

EOS ENERGY ENTERPRISES INC COM CL A

-18.11%

Shares8.5K

Event2026-06-30

Filed2026-07-24

FPS

FORGENT POWER SOLUTIONS INC COM SHS CL A

New

Shares866

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND SHS CLASS A

-21.34%

Shares387

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC COM

-2.26%

Shares303

Event2026-06-30

Filed2026-07-24

CANADIAN IMPERIAL BANK OF COMM COM

0.00%

Shares408

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO COM

0.17%

Shares587

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP COM

0.00%

Shares164

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TRUST

3.53%

Shares822

Event2026-06-30

Filed2026-07-24

SOUTHERN CO COM

0.00%

Shares443

Event2026-06-30

Filed2026-07-24

JVAL

JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND

-28.32%

Shares719

Event2026-06-30

Filed2026-07-24

HACK

AMPLIFY CYBERSECURITY ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO COM

11.11%

Shares120

Event2026-06-30

Filed2026-07-24

CGSM

CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF

-20.47%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

0.00%

Shares713

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC COM

2422.22%

Shares227

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P COM UT LTD PTN

1.64%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CDNS

CADENCE DESIGN SYSTEM INC COM

-4.50%

Shares106

Event2026-06-30

Filed2026-07-24

JPSE

JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF

0.30%

Shares661

Event2026-06-30

Filed2026-07-24

NKE

NIKE INC CL B

-23.71%

Shares962

Event2026-06-30

Filed2026-07-24

PRF

INVESCO RAFI US 1000 ETF

0.00%

Shares725

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

TEMPUS AI INC CL A

3.91%

Shares664

Event2026-06-30

Filed2026-07-24

IDEXX LABS INC COM

15.87%

Shares73

Event2026-06-30

Filed2026-07-24

TTE

TOTALENERGIES SE ACT

0.00%

Shares490

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC CL A

0.16%

Shares640

Event2026-06-30

Filed2026-07-24

NETFLIX INC. COM

0.00%

Shares509

Event2026-06-30

Filed2026-07-24

OEF

ISHARES S&P 100 ETF

0.00%

Shares99

Event2026-06-30

Filed2026-07-24

ADSK

AUTODESK INC COM

0.00%

Shares185

Event2026-06-30

Filed2026-07-24

LUV

SOUTHWEST AIRLS CO COM

0.00%

Shares699

Event2026-06-30

Filed2026-07-24

VANECK GOLD MINERS ETF

-18.66%

Shares475

Event2026-06-30

Filed2026-07-24

ZIM

ZIM INTEGRATED SHIPPING SERV SHS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

CCL

CARNIVAL CORP LTD COMMON SHARES

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

EMN

EASTMAN CHEM CO COM

0.00%

Shares515

Event2026-06-30

Filed2026-07-24

VIK

VIKING HOLDINGS LTD ORD SHS

0.00%

Shares328

Event2026-06-30

Filed2026-07-24

BTC

GRAYSCALE BITCOIN MINI TRUST ETF

22.88%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY COM NEW

0.00%

Shares159

Event2026-06-30

Filed2026-07-24

CDE

COEUR MNG INC COM NEW

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-24

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

-12.70%

Shares536

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW COM NEW

0.00%

Shares254

Event2026-06-30

Filed2026-07-24

AEM

AGNICO EAGLE MINES LTD COM

0.00%

Shares206

Event2026-06-30

Filed2026-07-24

ASM

AVINO SILVER & GOLD MINES LTD COM

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC CL B

0.00%

Shares504

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares183

Event2026-06-30

Filed2026-07-24

BGRN

ISHARES TRUST ISHARES USD GREEN BOND ETF

1.09%

Shares652

Event2026-06-30

Filed2026-07-24

GPC

GENUINE PARTS CO COM

0.00%

Shares262

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

0.00%

Shares852

Event2026-06-30

Filed2026-07-24

GDXJ

VANECK JUNIOR GOLD MINERS ETF

-4.56%

Shares314

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC COM

0.00%

Shares114

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP COM

-5.13%

Shares111

Event2026-06-30

Filed2026-07-24

SCHK

SCHWAB 1000 INDEX ETF

0.00%

Shares846

Event2026-06-30

Filed2026-07-24

BARRICK MNG CORP COM SHS

0.00%

Shares800

Event2026-06-30

Filed2026-07-24

ETY

EATON VANCE TAX-MANAGED DIVERS COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

RSPH

INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF

0.00%

Shares873

Event2026-06-30

Filed2026-07-24

NXP SEMICONDUCTORS N V COM

0.00%

Shares103

Event2026-06-30

Filed2026-07-24

SLYV

STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF

0.38%

Shares264

Event2026-06-30

Filed2026-07-24

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

0.57%

Shares350

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC COM

-20.63%

Shares327

Event2026-06-30

Filed2026-07-24

CARR

CARRIER GLOBAL CORPORATION COM

-3.47%

Shares390

Event2026-06-30

Filed2026-07-24

GSY

INVESCO ULTRA SHORT DURATION ETF

-14.05%

Shares569

Event2026-06-30

Filed2026-07-24

MXI

ISHARES GLOBAL MATERIALS ETF

0.00%

Shares267

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

0.00%

Shares341

Event2026-06-30

Filed2026-07-24

AJG

GALLAGHER ARTHUR J & CO COM

0.00%

Shares123

Event2026-06-30

Filed2026-07-24

CINF

CINCINNATI FINL CORP COM

0.66%

Shares152

Event2026-06-30

Filed2026-07-24

WSO

WATSCO INC COM

0.00%

Shares67

Event2026-06-30

Filed2026-07-24

JBL

JABIL INC COM

0.00%

Shares72

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC COM

1.58%

Shares257

Event2026-06-30

Filed2026-07-24

EVERSOURCE ENERGY COM

0.00%

Shares372

Event2026-06-30

Filed2026-07-24

BROADRIDGE FINL SOLUTIONS INC COM

-5.37%

Shares194

Event2026-06-30

Filed2026-07-24

WEYERHAEUSER CO COM NEW

-40.38%

Shares1.1K

Event2026-06-30

Filed2026-07-24

EXPE

EXPEDIA GROUP INC COM NEW

0.00%

Shares101

Event2026-06-30

Filed2026-07-24

VRSK

VERISK ANALYTICS INC COM

10.00%

Shares143

Event2026-06-30

Filed2026-07-24

AVSF

AVANTIS SHORT-TERM FIXED INCOME ETF

0.92%

Shares546

Event2026-06-30

Filed2026-07-24

FIRST MAJESTIC SILVER CORP COM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

AVIG

AVANTIS CORE FIXED INCOME ETF

0.99%

Shares613

Event2026-06-30

Filed2026-07-24

XBI

STATE STREET SPDR S&P BIOTECH ETF

0.00%

Shares160

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC COM

0.00%

Shares113

Event2026-06-30

Filed2026-07-24

FFIV

F5 INC COM

0.00%

Shares59

Event2026-06-30

Filed2026-07-24

BHP

BHP BILLITON LIMITED SPONSORED ADS

0.00%

Shares290

Event2026-06-30

Filed2026-07-24

AOM

ISHARES CORE 40/60 MODERATE ALLOCATION ETF

-6.04%

Shares482

Event2026-06-30

Filed2026-07-24

JHG

JANUS HENDERSON GROUP PLC ORD SHS

0.00%

Shares457

Event2026-06-30

Filed2026-07-24

RQI

COHEN & STEERS QUALITY INCOME COM

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

FNDA

SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF

0.00%

Shares618

Event2026-06-30

Filed2026-07-24

HIG

HARTFORD INSURANCE GROUP INC COM

0.00%

Shares177

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC COM

0.00%

Shares20

Event2026-06-30

Filed2026-07-24

CION

CION INVT CORP COM

4.51%

Shares3.7K

Event2026-06-30

Filed2026-07-24

JGRW

JENSEN QUALITY GROWTH ETF

0.24%

Shares845

Event2026-06-30

Filed2026-07-24

HECLA MINING COMPANY COM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP COM

0.00%

Shares279

Event2026-06-30

Filed2026-07-24

CRWV

COREWEAVE INC COM CL A

22.70%

Shares227

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC COM NEW

38.46%

Shares54

Event2026-06-30

Filed2026-07-24

INTU

INTUIT COM

1.18%

Shares86

Event2026-06-30

Filed2026-07-24

HOOD

ROBINHOOD MKTS INC COM CL A

277.97%

Shares223

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC SHS

0.35%

Shares284

Event2026-06-30

Filed2026-07-24

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

0.00%

Shares532

Event2026-06-30

Filed2026-07-24

XME

STATE STREET SPDR S&P METALS & MINING ETF

-8.04%

Shares206

Event2026-06-30

Filed2026-07-24

DLR

DIGITAL RLTY TR INC COM

0.00%

Shares120

Event2026-06-30

Filed2026-07-24

EXPD

EXPEDITORS INTL WASH INC COM

0.00%

Shares130

Event2026-06-30

Filed2026-07-24

ARR

ARMOUR RESIDENTIAL REIT INC COM SHS

4.21%

Shares1.2K

Event2026-06-30

Filed2026-07-24

EFX

EQUIFAX INC COM

-9.52%

Shares133

Event2026-06-30

Filed2026-07-24

ABRDN PHYSICAL GOLD SHARES ETF

0.00%

Shares539

Event2026-06-30

Filed2026-07-24

XLB

STATE STREET MATERIALS SELECT SECTOR SPDR ETF

0.00%

Shares404

Event2026-06-30

Filed2026-07-24

LDUR

PIMCO ENHANCED LOW DURATION ACTIVE ETF

0.95%

Shares212

Event2026-06-30

Filed2026-07-24

TAN

INVESCO SOLAR ETF

0.00%

Shares343

Event2026-06-30

Filed2026-07-24

RMOP

ROCKEFELLER OPPORTUNISTIC MUNICIPAL BOND ETF

1.28%

Shares793

Event2026-06-30

Filed2026-07-24

PSQ

PROSHARES SHORT QQQ

0.00%

Shares797

Event2026-06-30

Filed2026-07-24

RGLD

ROYAL GOLD INC COM

-14.66%

Shares99

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC CL A SUB VTG SHS

0.00%

Shares172

Event2026-06-30

Filed2026-07-24

EQX

EQUINOX GOLD CORP COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

BITB

BITWISE BITCOIN ETF TRUST

-25.35%

Shares589

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC COM

0.00%

Shares137

Event2026-06-30

Filed2026-07-24

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

0.00%

Shares329

Event2026-06-30

Filed2026-07-24

ETH

GRAYSCALE ETHEREUM STAKING MINI ETF

-9.47%

Shares1.2K

Event2026-06-30

Filed2026-07-24

RIO

RIO TINTO PLC SPONSORED ADR

0.00%

Shares194

Event2026-06-30

Filed2026-07-24

VFH

VANGUARD FINANCIALS ETF

-14.63%

Shares140

Event2026-06-30

Filed2026-07-24

EWJ

ISHARES MSCI JAPAN ETF

0.00%

Shares197

Event2026-06-30

Filed2026-07-24

XYZ

BLOCK INC CL A

0.00%

Shares241

Event2026-06-30

Filed2026-07-24

CPRT

COPART INC COM

2.06%

Shares645

Event2026-06-30

Filed2026-07-24

FIDELITY AAA CLO ETF

New

Shares359

Event2026-06-30

Filed2026-07-24

WPM

WHEATON PRECIOUS METALS CORP COM

0.00%

Shares160

Event2026-06-30

Filed2026-07-24

ROYAL BK CDA COM

0.00%

Shares86

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC COM

0.00%

Shares111

Event2026-06-30

Filed2026-07-24

KGC

KINROSS GOLD CORP COM

0.00%

Shares750

Event2026-06-30

Filed2026-07-24

REMX

VANECK RARE EARTH AND STRATEGIC METALS ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

CMG

CHIPOTLE MEXICAN GRILL INC COM

0.00%

Shares518

Event2026-06-30

Filed2026-07-24

SLQD

ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

1.16%

Shares349

Event2026-06-30

Filed2026-07-24

DTEC

ALPS DISRUPTIVE TECHNOLOGIES ETF

-30.08%

Shares365

Event2026-06-30

Filed2026-07-24

SOLS

SOLSTICE ADVANCED MATLS INC COM SHS

-12.11%

Shares196

Event2026-06-30

Filed2026-07-24

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

1.10%

Shares367

Event2026-06-30

Filed2026-07-24

MICROSECTORS GOLD MINERS 3X LEVERAGED ETN

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

VIOO

VANGUARD S&P SMALL-CAP 600 ETF

-20.13%

Shares123

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

0.00%

Shares316

Event2026-06-30

Filed2026-07-24

EXK

ENDEAVOUR SILVER CORP COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

ETHW

BITWISE ETHEREUM ETF

-17.26%

Shares1.4K

Event2026-06-30

Filed2026-07-24

IEP

ICAHN ENTERPRISES LP DEPOSITARY UNIT

10.43%

Shares2.2K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP COM

0.00%

Shares156

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW CL A

-40.53%

Shares653

Event2026-06-30

Filed2026-07-24

PULS

PGIM ULTRA SHORT BOND ETF

0.00%

Shares317

Event2026-06-30

Filed2026-07-24

UNILEVER PLC SPON ADR NEW

0.00%

Shares261

Event2026-06-30

Filed2026-07-24

SIRI

SIRIUSXM HOLDINGS INC COMMON STOCK

0.96%

Shares524

Event2026-06-30

Filed2026-07-24

HSY

HERSHEY CO COM

0.00%

Shares88

Event2026-06-30

Filed2026-07-24

ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT

3.03%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC ORD

0.00%

Shares81

Event2026-06-30

Filed2026-07-24

3M CO COM

0.00%

Shares94

Event2026-06-30

Filed2026-07-24

HMC

HONDA MOTOR CO LTD ADR ECH CNV IN 3

-40.95%

Shares561

Event2026-06-30

Filed2026-07-24

PRCT

PROCEPT BIOROBOTICS CORP COM

0.00%

Shares672

Event2026-06-30

Filed2026-07-24

EXC

EXELON CORP COM

0.00%

Shares325

Event2026-06-30

Filed2026-07-24

MICROCHIP TECHNOLOGY INC. COM

0.00%

Shares165

Event2026-06-30

Filed2026-07-24

ILMN

ILLUMINA INC COM

0.00%

Shares83

Event2026-06-30

Filed2026-07-24

VEEV

VEEVA SYS INC CL A COM

20.59%

Shares82

Event2026-06-30

Filed2026-07-24

BMNR

BITMINE IMMERSION TECHS INC COM NEW

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

PSLV

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER

0.00%

Shares750

Event2026-06-30

Filed2026-07-24

SSRM

SSR MINING IN COM

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

CLFD

CLEARFIELD INC COM

New

Shares354

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

0.00%

Shares110

Event2026-06-30

Filed2026-07-24

CRCL

CIRCLE INTERNET GROUP INC COM CL A

0.00%

Shares224

Event2026-06-30

Filed2026-07-24

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares308

Event2026-06-30

Filed2026-07-24

ROYAL CARIBBEAN GROUP COM

83.33%

Shares44

Event2026-06-30

Filed2026-07-24

VONV

VANGUARD RUSSELL 1000 VALUE ETF

0.00%

Shares131

Event2026-06-30

Filed2026-07-24

ALK

ALASKA AIR GROUP INC COM

0.00%

Shares266

Event2026-06-30

Filed2026-07-24

DEO

DIAGEO PLC SPON ADR NEW

0.00%

Shares172

Event2026-06-30

Filed2026-07-24

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

0.00%

Shares204

Event2026-06-30

Filed2026-07-24

GNL

GLOBAL NET LEASE INC COM NEW

2.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

SFL

SFL CORPORATION LTD SHS

1.91%

Shares1.3K

Event2026-06-30

Filed2026-07-24

AON

AON PLC SHS CL A

0.00%

Shares41

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC COM

0.00%

Shares27

Event2026-06-30

Filed2026-07-24

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CL A

0.00%

Shares345

Event2026-06-30

Filed2026-07-24

ABNB

AIRBNB INC COM CL A

0.00%

Shares92

Event2026-06-30

Filed2026-07-24

AIRR

FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF

0.00%

Shares98

Event2026-06-30

Filed2026-07-24

XIFR

XPLR INFRASTRUCTURE LP COM UNIT PART IN

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

CCJ

CAMECO CORP COM

24.00%

Shares124

Event2026-06-30

Filed2026-07-24

FORD MTR CO COM

0.78%

Shares908

Event2026-06-30

Filed2026-07-24

OKLO

OKLO INC COM CL A

0.00%

Shares240

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC SHS

0.00%

Shares24

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC COM

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD ESG U.S. STOCK ETF

1.09%

Shares93

Event2026-06-30

Filed2026-07-24

CORP

PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF

0.00%

Shares126

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP COM

0.00%

Shares61

Event2026-06-30

Filed2026-07-24

VOX

VANGUARD COMMUNICATION SERVICES ETF

-47.20%

Shares66

Event2026-06-30

Filed2026-07-24

SPHR

SPHERE ENTERTAINMENT CO CL A

0.00%

Shares70

Event2026-06-30

Filed2026-07-24

CCI

CROWN CASTLE INC COM

1.29%

Shares157

Event2026-06-30

Filed2026-07-24

AVUS

AVANTIS U.S. EQUITY ETF

666.67%

Shares92

Event2026-06-30

Filed2026-07-24

HBM

HUDBAY MINERALS INC COM

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

IBB

ISHARES BIOTECHNOLOGY ETF

-28.74%

Shares62

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP COM

0.00%

Shares53

Event2026-06-30

Filed2026-07-24

BTU

PEABODY ENERGY CORP COM

0.20%

Shares506

Event2026-06-30

Filed2026-07-24

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

0.00%

Shares243

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available