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The Analysis of Sovereign Financial Group, Inc.'s Holdings & P&L

Currently, Sovereign Financial Group, Inc. holds 384 types of securities in its portfolio with a total value $653.7M. In the most recent quarter, they have increased their positions in VUG (+321.9K shares, valued at $27.7M), N/A (+3.6K shares, valued at $2.7M), VGT (+19.5K shares, valued at $2.3M); decreased their positions in GLW (-5.7K shares, valued at $1.5M), N/A (-1.8K shares, valued at $1.4M), EFV (-14.7K shares, valued at $1.1M); initiated new positions in DELL (+2.6K shares, valued at $1.1M), CORO (+25.7K shares, valued at $941.8K), N/A (+22.5K shares, valued at $630.1K).

1M P&L

+1.8M+0.33%

3M P&L

-121.7K-0.02%

HY P&L

-136.6M-20.25%

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/A398.3M

71.8%

2Internet Content & Information33.7M

6.1%

3Semiconductors22.3M

4.0%

Top Industries by Stock Count

1N/A192 stocks

55.8%

2Semiconductors11 stocks

3.2%

3Asset Management8 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS534.7K shares0.30%2026-06-302026-07-24

VUG VANGUARD INDEX FDS384.8K shares512.00%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T39.6K shares-4.44%2026-06-302026-07-24

VTV VANGUARD INDEX FDS120.2K shares1.32%2026-06-302026-07-24

QQQ INVESCO QQQ TR34.8K shares-2.70%2026-06-302026-07-24

ISHARES TR ISHARES TR29.7K shares13.62%2026-06-302026-07-24

GOOG ALPHABET INC58.6K shares-3.13%2026-06-302026-07-24

AAPL APPLE INC52.6K shares-0.30%2026-06-302026-07-24

Sponsored

VWO VANGUARD INTL EQUITY INDEX F237.5K shares1.47%2026-06-302026-07-24

BNDX VANGUARD CHARLOTTE FDS272.5K shares6.09%2026-06-302026-07-24

GOOGL ALPHABET INC36.3K shares-3.83%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS164.5K shares6.27%2026-06-302026-07-24

RDVY FIRST TR EXCHANGE TRADED FD140.2K shares1.87%2026-06-302026-07-24

VB VANGUARD INDEX FDS33.1K shares3.90%2026-06-302026-07-24

VTIP VANGUARD MALVERN FDS197.4K shares4.58%2026-06-302026-07-24

NVDA NVIDIA CORPORATION38.6K shares3.62%2026-06-302026-07-24

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BIV VANGUARD BD INDEX FDS96.2K shares9.19%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC6.3K shares-13.32%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS44.8K shares-2.46%2026-06-302026-07-24

VOO VANGUARD INDEX FDS10.2K shares-0.56%2026-06-302026-07-24

REZ ISHARES TR72.7K shares5.79%2026-06-302026-07-24

BLV VANGUARD BD INDEX FDS99.2K shares11.09%2026-06-302026-07-24

VMBS VANGUARD SCOTTSDALE FDS134.9K shares5.55%2026-06-302026-07-24

MSFT MICROSOFT CORP14.0K shares-4.68%2026-06-302026-07-24

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TBIL RBB FD INC96.3K shares-8.78%2026-06-302026-07-24

AMZN AMAZON COM INC17.4K shares-3.36%2026-06-302026-07-24

APPLOVIN CORP APPLOVIN CORP7.7K shares16.46%2026-06-302026-07-24

IUSG ISHARES TR19.4K shares-1.97%2026-06-302026-07-24

NEAR ISHARES U S ETF TR68.8K shares9.82%2026-06-302026-07-24

IUSB ISHARES TR70.9K shares39.11%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO32.7K shares-4.79%2026-06-302026-07-24

PYLD PIMCO ETF TR115.9K shares-1.97%2026-06-302026-07-24

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.6K shares3.07%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED5.5K shares0.38%2026-06-302026-07-24

IVW ISHARES TR19.9K shares-3.91%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP20.0K shares-8.20%2026-06-302026-07-24

VGT VANGUARD WORLD FD22.3K shares685.82%2026-06-302026-07-24

DOMINOS PIZZA INC DOMINOS PIZZA INC8.7K shares3.16%2026-06-302026-07-24

PDP INVESCO EXCHANGE TRADED FD T16.8K shares0.00%2026-06-302026-07-24

GLD SPDR GOLD TR6.9K shares0.39%2026-06-302026-07-24

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F43.9K shares1.97%2026-06-302026-07-24

SSO PROSHARES TR36.1K shares0.31%2026-06-302026-07-24

DYNF BLACKROCK ETF TRUST35.2K shares0.38%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC22.0K shares-0.27%2026-06-302026-07-24

CAT CATERPILLAR INC2.2K shares2.81%2026-06-302026-07-24

BROADCOM INC BROADCOM INC6.2K shares-0.60%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS6.1K shares0.03%2026-06-302026-07-24

IGSB ISHARES TR42.9K shares12.93%2026-06-302026-07-24

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IWY ISHARES TR7.7K shares-0.53%2026-06-302026-07-24

ED CONSOLIDATED EDISON INC20.0K shares-3.43%2026-06-302026-07-24

IUS INVESCO EXCH TRD SLF IDX FD33.3K shares-2.19%2026-06-302026-07-24

DFIV DIMENSIONAL ETF TRUST40.1K shares-2.10%2026-06-302026-07-24

BAC BANK OF AMER CORP37.9K shares-3.42%2026-06-302026-07-24

GSY INVESCO ACTIVELY MANAGED EXC41.9K shares11.30%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F41.5K shares15.17%2026-06-302026-07-24

IVE ISHARES TR9.2K shares-21.11%2026-06-302026-07-24

Sponsored

MGK VANGUARD WORLD FD23.3K shares379.35%2026-06-302026-07-24

SPMO INVESCO EXCH TRADED FD TR II12.5K shares4.12%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC3.3K shares-2.14%2026-06-302026-07-24

VFVA VANGUARD WELLINGTON FD12.7K shares-4.25%2026-06-302026-07-24

VISA INC VISA INC5.5K shares-3.62%2026-06-302026-07-24

IEMG ISHARES INC22.3K shares-30.18%2026-06-302026-07-24

ISHARES TR ISHARES TR19.0K shares0.04%2026-06-302026-07-24

IUSV ISHARES TR15.9K shares-3.68%2026-06-302026-07-24

Sponsored

META PLATFORMS INC META PLATFORMS INC3.0K shares-2.81%2026-06-302026-07-24

SMH VANECK ETF TRUST2.6K shares-29.88%2026-06-302026-07-24

TFLO ISHARES TR33.0K shares-1.68%2026-06-302026-07-24

ITOT ISHARES TR10.1K shares-1.24%2026-06-302026-07-24

CHD CHURCH & DWIGHT CO INC17.1K shares-5.48%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.8K shares-2.81%2026-06-302026-07-24

VPU VANGUARD WORLD FD8.2K shares0.72%2026-06-302026-07-24

AOA ISHARES TR16.2K shares4.55%2026-06-302026-07-24

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MTUM ISHARES TR4.6K shares-17.60%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND3.0K shares-0.03%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS6.6K shares-3.66%2026-06-302026-07-24

INTC INTEL CORP11.1K shares-7.47%2026-06-302026-07-24

EQWL INVESCO EXCHANGE TRADED FD T11.7K shares-2.77%2026-06-302026-07-24

CSX CSX CORP30.7K shares-0.69%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL2.9K shares-1.36%2026-06-302026-07-24

EEM ISHARES TR21.0K shares-0.72%2026-06-302026-07-24

Sponsored

IJR ISHARES TR9.6K shares-2.34%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T26.0K shares16.08%2026-06-302026-07-24

BAI BLACKROCK ETF TRUST26.1K shares-12.63%2026-06-302026-07-24

VLO VALERO ENERGY CORP5.2K shares7.09%2026-06-302026-07-24

TBLL INVESCO EXCH TRADED FD TR II12.4K shares11.48%2026-06-302026-07-24

OEF ISHARES TR3.6K shares22.04%2026-06-302026-07-24

OUSA ALPS ETF TR22.1K shares0.51%2026-06-302026-07-24

EFA ISHARES TR12.2K shares-1.92%2026-06-302026-07-24

Sponsored

GEV GE VERNOVA INC1.1K shares-6.92%2026-06-302026-07-24

EFG ISHARES TR10.2K shares-0.48%2026-06-302026-07-24

MUB ISHARES TR11.7K shares7.55%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS4.5K shares-5.57%2026-06-302026-07-24

USFR WISDOMTREE TR24.8K shares0.00%2026-06-302026-07-24

ALL ALLSTATE CORP5.2K shares3.47%2026-06-302026-07-24

GE GE AEROSPACE3.2K shares27.63%2026-06-302026-07-24

VIGI VANGUARD WHITEHALL FDS12.7K shares7.76%2026-06-302026-07-24

Sponsored

LLY ELI LILLY & CO981 shares4.70%2026-06-302026-07-24

HD HOME DEPOT INC3.3K shares-5.99%2026-06-302026-07-24

TSLA TESLA INC2.8K shares0.88%2026-06-302026-07-24

AOM ISHARES TR23.2K shares5.72%2026-06-302026-07-24

KMB KIMBERLY-CLARK CORP10.4K shares-3.23%2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares-8.25%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC9.5K shares-2.75%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR5.9K shares-1.97%2026-06-302026-07-24

Sponsored

RTX CORPORATION RTX CORPORATION5.9K shares-1.74%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON4.4K shares-0.36%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC8.1K shares0.89%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC2.6K sharesnew addition2026-06-302026-07-24

WORLD GOLD TR WORLD GOLD TR13.8K shares15.09%2026-06-302026-07-24

SPYG SPDR SERIES TRUST9.2K shares-9.03%2026-06-302026-07-24

PG PROCTER & GAMBLE CO7.4K shares-2.02%2026-06-302026-07-24

KO COCA COLA CO13.2K shares-0.70%2026-06-302026-07-24

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.5K shares0.14%2026-06-302026-07-24

VHT VANGUARD WORLD FD3.5K shares18.44%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 401.5K shares-9.02%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS8.0K shares4.98%2026-06-302026-07-24

WMT WALMART INC9.0K shares-11.09%2026-06-302026-07-24

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR22.4K shares-10.22%2026-06-302026-07-24

IWF ISHARES TR8.2K shares300.00%2026-06-302026-07-24

MS MORGAN STANLEY4.8K shares-1.16%2026-06-302026-07-24

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED13.5K shares0.00%2026-06-302026-07-24

VSMV VICTORY PORTFOLIOS II16.8K shares-4.03%2026-06-302026-07-24

ABBVIE INC ABBVIE INC4.0K shares-5.31%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L26.9K shares64.08%2026-06-302026-07-24

GLW CORNING INC3.9K shares-59.85%2026-06-302026-07-24

DOMINION ENERGY INC DOMINION ENERGY INC14.3K shares-0.36%2026-06-302026-07-24

USDU WISDOMTREE TR36.5K shares4.85%2026-06-302026-07-24

TLH ISHARES TR9.7K shares-14.95%2026-06-302026-07-24

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UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.3K shares5.37%2026-06-302026-07-24

BLCR BLACKROCK ETF TRUST18.8K shares8.63%2026-06-302026-07-24

ASML ASML HLDG NV476 shares-12.50%2026-06-302026-07-24

CORO BLACKROCK ETF TRUST25.7K sharesnew addition2026-06-302026-07-24

ISHARES TR ISHARES TR9.5K shares-5.65%2026-06-302026-07-24

IJH ISHARES TR12.0K shares-0.58%2026-06-302026-07-24

TIP ISHARES TR8.4K shares-0.35%2026-06-302026-07-24

GIS GENERAL MILLS INC26.1K shares20.74%2026-06-302026-07-24

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SHV ISHARES TR8.2K shares-1.76%2026-06-302026-07-24

ICSH ISHARES TR17.7K shares16.49%2026-06-302026-07-24

SLV ISHARES SILVER TR16.8K shares5.60%2026-06-302026-07-24

TT TRANE TECHNOLOGIES PLC1.8K shares-1.14%2026-06-302026-07-24

QCOM QUALCOMM INC4.8K shares9.41%2026-06-302026-07-24

AOK ISHARES TR21.2K shares0.36%2026-06-302026-07-24

VXUS VANGUARD STAR FDS10.2K shares3.36%2026-06-302026-07-24

VO VANGUARD INDEX FDS10.8K shares315.88%2026-06-302026-07-24

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KORU DIREXION SHARES ETF TRUST1.1K shares-44.64%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS11.0K shares-0.28%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS11.8K shares-1.68%2026-06-302026-07-24

IDEF BLACKROCK ETF TRUST27.0K shares13.86%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC9.7K shares-2.33%2026-06-302026-07-24

HGLB HIGHLAND GLOBAL ALLOCATION F113.4K shares1.57%2026-06-302026-07-24

ORACLE CORP ORACLE CORP5.8K shares15.96%2026-06-302026-07-24

AOR ISHARES TR12.2K shares4.37%2026-06-302026-07-24

Sponsored

LRCX LAM RESEARCH CORP1.9K shares2.25%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST9.3K shares21.31%2026-06-302026-07-24

PEG PUBLIC SVC ENTERPRISE GROUP10.1K shares0.56%2026-06-302026-07-24

ADI ANALOG DEVICES INC2.1K shares-2.75%2026-06-302026-07-24

IAU ISHARES GOLD TR10.7K shares3.00%2026-06-302026-07-24

T AT&T INC38.9K shares4.40%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR29.1K shares4.14%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO2.3K shares-4.54%2026-06-302026-07-24

Sponsored

IBB ISHARES TR4.1K shares-9.61%2026-06-302026-07-24

EFV ISHARES TR10.0K shares-59.42%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO13.1K shares-3.14%2026-06-302026-07-24

USO UNITED STS OIL FD LP7.0K shares-48.74%2026-06-302026-07-24

GOVT ISHARES TR32.6K shares51.93%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS14.5K shares30.00%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR20.3K shares-6.09%2026-06-302026-07-24

DGRO ISHARES TR9.6K shares52.99%2026-06-302026-07-24

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CMC COMMERCIAL METALS CO11.5K shares0.07%2026-06-302026-07-24

VYMI VANGUARD WHITEHALL FDS7.3K shares0.00%2026-06-302026-07-24

SDCI USCF ETF TR26.9K shares-2.65%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR13.1K shares1.54%2026-06-302026-07-24

MBB ISHARES TR7.4K shares27.52%2026-06-302026-07-24

BE BLOOM ENERGY CORP2.3K shares-32.72%2026-06-302026-07-24

CMI CUMMINS INC969 shares4.76%2026-06-302026-07-24

IWM ISHARES TR2.3K shares-3.41%2026-06-302026-07-24

Sponsored

THRO BLACKROCK ETF TRUST15.7K shares-40.06%2026-06-302026-07-24

IYY ISHARES TR3.7K shares-1.88%2026-06-302026-07-24

BKLN INVESCO EXCH TRADED FD TR II32.2K shares-9.37%2026-06-302026-07-24

IWD ISHARES TR2.7K shares1.20%2026-06-302026-07-24

NVDL GRANITESHARES ETF TR21.9K shares194.61%2026-06-302026-07-24

AMGN AMGEN INC1.8K shares0.96%2026-06-302026-07-24

HDV ISHARES TR23.6K shares400.00%2026-06-302026-07-24

DE DEERE & CO1.0K shares-7.83%2026-06-302026-07-24

Sponsored

DFEB FIRST TR EXCHNG TRADED FD VI12.5K shares0.00%2026-06-302026-07-24

BLACKROCK ETF TRUST BLACKROCK ETF TRUST22.5K sharesnew addition2026-06-302026-07-24

TOL TOLL BROTHERS INC3.8K shares0.77%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR21.5K shares0.05%2026-06-302026-07-24

SPSM SPDR SERIES TRUST10.8K shares-3.06%2026-06-302026-07-24

MRK MERCK & CO INC4.8K shares0.00%2026-06-302026-07-24

LNG CHENIERE ENERGY INC2.6K shares-50.17%2026-06-302026-07-24

IGOV ISHARES TR15.0K shares-20.75%2026-06-302026-07-24

Sponsored

TQQQ PROSHARES TR7.6K shares-2.56%2026-06-302026-07-24

USMV ISHARES TR6.3K shares-8.18%2026-06-302026-07-24

FFEB FIRST TR EXCHNG TRADED FD VI9.9K shares-6.06%2026-06-302026-07-24

CON CONCENTRA GROUP HOLDINGS PAR20.0K shares0.01%2026-06-302026-07-24

MCD MCDONALDS CORP2.2K shares-8.88%2026-06-302026-07-24

VIOO VANGUARD ADMIRAL FDS INC4.3K shares-7.46%2026-06-302026-07-24

ESGU ISHARES TR3.6K shares13.19%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC3.3K shares-0.70%2026-06-302026-07-24

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TXN TEXAS INSTRS INC2.0K shares-11.08%2026-06-302026-07-24

BALT INNOVATOR ETFS TRUST17.2K shares21.18%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC13.9K shares6.20%2026-06-302026-07-24

VONE VANGUARD SCOTTSDALE FDS1.7K shares0.00%2026-06-302026-07-24

VSS VANGUARD INTL EQUITY INDEX F3.7K shares89.18%2026-06-302026-07-24

IXUS ISHARES TR5.9K shares30.94%2026-06-302026-07-24

VOT VANGUARD INDEX FDS1.8K shares1.27%2026-06-302026-07-24

UITB VICTORY PORTFOLIOS II12.0K shares-0.76%2026-06-302026-07-24

Sponsored

VCIT VANGUARD SCOTTSDALE FDS6.8K shares2.29%2026-06-302026-07-24

LOW LOWES COS INC2.5K shares-0.63%2026-06-302026-07-24

PEP PEPSICO INC4.1K shares-0.83%2026-06-302026-07-24

H HYATT HOTELS CORP2.8K shares0.29%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR16.0K shares-38.34%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR16.7K shares4.83%2026-06-302026-07-24

C CITIGROUP INC3.7K shares1.53%2026-06-302026-07-24

SNDK SANDISK CORP227 sharesnew addition2026-06-302026-07-24

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SHYM BLACKROCK ETF TRUST II22.5K shares0.00%2026-06-302026-07-24

PEY INVESCO EXCHANGE TRADED FD T21.6K shares7.03%2026-06-302026-07-24

IBMP ISHARES TR19.7K shares0.00%2026-06-302026-07-24

IBMQ ISHARES TR19.6K shares0.00%2026-06-302026-07-24

IBMO ISHARES TR19.5K shares0.00%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC494 shares-8.01%2026-06-302026-07-24

IBMR ISHARES TR19.7K shares0.00%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC1.7K sharesnew addition2026-06-302026-07-24

Sponsored

DFUV DIMENSIONAL ETF TRUST9.0K shares-8.63%2026-06-302026-07-24

CBU COMMUNITY FINANCIAL SYSTEM I7.3K shares0.00%2026-06-302026-07-24

F FORD MTR CO34.6K shares5.85%2026-06-302026-07-24

DSI ISHARES TR3.4K shares11.51%2026-06-302026-07-24

DTE DTE ENERGY CO3.1K shares-6.19%2026-06-302026-07-24

BLK BLACKROCK INC484 shares-2.02%2026-06-302026-07-24

WDC WESTERN DIGITAL CORP727 shares-50.78%2026-06-302026-07-24

NOBL PROSHARES TR8.2K shares100.91%2026-06-302026-07-24

Sponsored

BX BLACKSTONE INC3.9K shares-0.81%2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF13.8K shares-18.61%2026-06-302026-07-24

MXL MAXLINEAR INC3.6K sharesnew addition2026-06-302026-07-24

ETFS GOLD TR ETFS GOLD TR11.8K shares-9.49%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.6.3K shares-6.69%2026-06-302026-07-24

SUB ISHARES TR4.2K shares6.01%2026-06-302026-07-24

KLAC KLA CORP1.5K sharesnew addition2026-06-302026-07-24

GM GENERAL MTRS CO5.8K shares-1.57%2026-06-302026-07-24

Sponsored

LCTU BLACKROCK ETF TRUST5.5K shares24.33%2026-06-302026-07-24

SPYD SPDR SERIES TRUST9.3K shares-23.89%2026-06-302026-07-24

ASTS AST SPACEMOBILE INC4.9K shares13.31%2026-06-302026-07-24

CVX CHEVRON CORPORATION2.6K shares-9.63%2026-06-302026-07-24

ARK ETF TR ARK ETF TR5.4K shares0.94%2026-06-302026-07-24

DIS DISNEY WALT CO4.4K shares-4.92%2026-06-302026-07-24

CWT CALIFORNIA WTR SVC GROUP8.7K shares-0.47%2026-06-302026-07-24

O REALTY INCOME CORP6.8K shares0.01%2026-06-302026-07-24

Sponsored

XLV SELECT SECTOR SPDR TR2.6K shares-2.62%2026-06-302026-07-24

HUBB HUBBELL INC799 shares-16.77%2026-06-302026-07-24

SEM SELECT MED HLDGS CORP25.2K shares0.01%2026-06-302026-07-24

IRM IRON MTN INC DEL3.1K shares-2.45%2026-06-302026-07-24

RNG RINGCENTRAL INC10.2K shares-0.14%2026-06-302026-07-24

MO ALTRIA GROUP INC5.5K shares-4.77%2026-06-302026-07-24

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II7.7K sharesnew addition2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC807 shares-1.82%2026-06-302026-07-24

Sponsored

SPGP INVESCO EXCHANGE TRADED FD T3.1K shares-15.98%2026-06-302026-07-24

OHI OMEGA HEALTHCARE INVS INC8.1K shares-7.02%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.3K shares-1.38%2026-06-302026-07-24

FENI FIDELITY COVINGTON TRUST9.5K sharesnew addition2026-06-302026-07-24

GHYB GOLDMAN SACHS ETF TR8.5K shares3.41%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW3.0K shares-1.28%2026-06-302026-07-24

SPMD SPDR SERIES TRUST5.6K shares-0.93%2026-06-302026-07-24

LUV SOUTHWEST AIRLS CO7.4K sharesnew addition2026-06-302026-07-24

Sponsored

EHC ENCOMPASS HEALTH CORP3.7K sharesnew addition2026-06-302026-07-24

CL COLGATE PALMOLIVE CO4.1K shares-2.33%2026-06-302026-07-24

ANET ARISTA NETWORKS INC2.1K shares-6.52%2026-06-302026-07-24

TTM TECHNOLOGIES INC TTM TECHNOLOGIES INC1.9K sharesnew addition2026-06-302026-07-24

MPC MARATHON PETE CORP1.4K shares-0.86%2026-06-302026-07-24

BA BOEING CO1.6K shares5.47%2026-06-302026-07-24

FDLO FIDELITY COVINGTON TRUST5.1K shares0.39%2026-06-302026-07-24

IFRA ISHARES TR5.5K shares0.00%2026-06-302026-07-24

Sponsored

UBER UBER TECHNOLOGIES INC4.8K shares25.80%2026-06-302026-07-24

DGS WISDOMTREE TR5.3K shares-8.29%2026-06-302026-07-24

FNDX SCHWAB STRATEGIC TR11.0K shares-20.89%2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP1.1K shares-2.17%2026-06-302026-07-24

SHY ISHARES TR4.1K shares0.95%2026-06-302026-07-24

ETN EATON CORP PLC794 shares-5.02%2026-06-302026-07-24

ICVT ISHARES TR2.8K shares8.26%2026-06-302026-07-24

SCHV SCHWAB STRATEGIC TR9.6K shares-35.73%2026-06-302026-07-24

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.0K shares-0.10%2026-06-302026-07-24

USXF ISHARES TR4.7K shares16.10%2026-06-302026-07-24

GOLF ACUSHNET HLDGS CORP2.8K shares0.14%2026-06-302026-07-24

VGM INVESCO TR INVT GRADE MUNS30.9K shares0.07%2026-06-302026-07-24

HRL HORMEL FOODS CORP13.2K shares3.53%2026-06-302026-07-24

RSPT INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-06-302026-07-24

PTLC PACER FDS TR5.5K shares-0.74%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC934 sharesnew addition2026-06-302026-07-24

Sponsored

RKLB ROCKET LAB CORP3.1K shares-6.78%2026-06-302026-07-24

PSA PUBLIC STORAGE981 shares-1.70%2026-06-302026-07-24

VGIT VANGUARD SCOTTSDALE FDS5.2K shares18.42%2026-06-302026-07-24

ET ENERGY TRANSFER L P16.1K shares6.61%2026-06-302026-07-24

IEF ISHARES TR3.2K shares-12.18%2026-06-302026-07-24

EAGG ISHARES TR6.4K sharesnew addition2026-06-302026-07-24

PFE PFIZER INC12.6K shares-14.62%2026-06-302026-07-24

CLS CELESTICA INC828 shares-0.48%2026-06-302026-07-24

Sponsored

WMB WILLIAMS COS INC4.0K shares-1.18%2026-06-302026-07-24

KR KROGER CO5.4K shares10.66%2026-06-302026-07-24

DFE WISDOMTREE TR4.1K shares-11.66%2026-06-302026-07-24

KKR KKR & CO INC3.2K shares-2.93%2026-06-302026-07-24

PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC35.9K shares3.85%2026-06-302026-07-24

HWM HOWMET AEROSPACE INC1.1K shares-2.28%2026-06-302026-07-24

FIX COMFORT SYS USA INC145 sharesnew addition2026-06-302026-07-24

XLRE SELECT SECTOR SPDR TR6.5K sharesnew addition2026-06-302026-07-24

Sponsored

XLF SELECT SECTOR SPDR TR5.3K shares-12.66%2026-06-302026-07-24

PJAN INNOVATOR ETFS TRUST5.7K shares0.00%2026-06-302026-07-24

MOAT VANECK ETF TRUST2.7K shares-19.70%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC4.9K shares-0.72%2026-06-302026-07-24

TGT TARGET CORP2.1K shares3.89%2026-06-302026-07-24

CLOZ SERIES PORTFOLIOS TR10.5K sharesnew addition2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR1.5K shares0.20%2026-06-302026-07-24

PAVE GLOBAL X FDS4.6K sharesnew addition2026-06-302026-07-24

Sponsored

THG HANOVER INS GROUP INC1.3K shares0.00%2026-06-302026-07-24

PSX PHILLIPS 661.6K shares0.06%2026-06-302026-07-24

JXN JACKSON FINANCIAL INC2.6K shares3.10%2026-06-302026-07-24

XNTK SPDR SERIES TRUST675 sharesnew addition2026-06-302026-07-24

CARR CARRIER GLOBAL CORPORATION3.6K shares-5.63%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS2.7K shares-25.19%2026-06-302026-07-24

OTIS OTIS WORLDWIDE CORP3.6K shares-3.60%2026-06-302026-07-24

JAAA JANUS DETROIT STR TR5.1K shares-7.55%2026-06-302026-07-24

Sponsored

COP CONOCOPHILLIPS2.5K shares-0.92%2026-06-302026-07-24

DIVO AMPLIFY ETF TR5.6K shares22.10%2026-06-302026-07-24

SWMR SWARMER INC5.8K sharesnew addition2026-06-302026-07-24

IDEV ISHARES TR2.8K shares1.34%2026-06-302026-07-24

APH AMPHENOL CORP1.4K sharesnew addition2026-06-302026-07-24

WFC WELLS FARGO & CO3.0K shares-3.18%2026-06-302026-07-24

KBE SPDR SERIES TRUST3.6K shares-2.28%2026-06-302026-07-24

MKC MCCORMICK & CO INC4.8K shares-7.34%2026-06-302026-07-24

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDI890 sharesnew addition2026-06-302026-07-24

OKE ONEOK INC NEW2.8K shares-0.54%2026-06-302026-07-24

VBR VANGUARD INDEX FDS988 shares7.04%2026-06-302026-07-24

NJR NEW JERSEY RES CORP4.3K shares0.00%2026-06-302026-07-24

CRS CARPENTER TECHNOLOGY CORP386 sharesnew addition2026-06-302026-07-24

MINT PIMCO ETF TR2.3K shares-49.83%2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR2.0K shares0.00%2026-06-302026-07-24

COHR COHERENT CORP593 sharesnew addition2026-06-302026-07-24

Sponsored

RL RALPH LAUREN CORP579 sharesnew addition2026-06-302026-07-24

CORTEVA INC CORTEVA INC2.7K shares-1.39%2026-06-302026-07-24

EWI ISHARES INC3.8K sharesnew addition2026-06-302026-07-24

DTM DT MIDSTREAM INC1.5K shares0.00%2026-06-302026-07-24

AAOI APPLIED OPTOELECTRONICS INC1.5K sharesnew addition2026-06-302026-07-24

MP MP MATERIALS CORP4.0K shares-48.28%2026-06-302026-07-24

FXH FIRST TR EXCHANGE-TRADED FD1.8K sharesnew addition2026-06-302026-07-24

Q QNITY ELECTRONICS INC1.3K sharesnew addition2026-06-302026-07-24

Sponsored

DNP DNP SELECT INCOME FD INC20.1K shares-14.77%2026-06-302026-07-24

FSK FS KKR CAP CORP20.7K shares-0.51%2026-06-302026-07-24

OKLO OKLO INC4.1K sharesnew addition2026-06-302026-07-24

HYG ISHARES TR2.7K shares0.04%2026-06-302026-07-24

CMS CMS ENERGY CORP2.8K shares-0.18%2026-06-302026-07-24

NEA NUVEEN AMT FREE QLTY MUN INC18.4K shares1.70%2026-06-302026-07-24

PGR PROGRESSIVE CORP983 sharesnew addition2026-06-302026-07-24

IDEXX LABS INC IDEXX LABS INC407 shares-1.45%2026-06-302026-07-24

Sponsored

IDLV INVESCO EXCH TRADED FD TR II6.2K shares0.00%2026-06-302026-07-24

ESGE ISHARES INC3.9K sharesnew addition2026-06-302026-07-24

NOC NORTHROP GRUMMAN CORP415 shares-22.72%2026-06-302026-07-24

SPLV INVESCO EXCH TRADED FD TR II2.8K shares0.00%2026-06-302026-07-24

WPC WP CAREY INC2.9K shares-2.31%2026-06-302026-07-24

IJS ISHARES TR1.5K sharesnew addition2026-06-302026-07-24

CI THE CIGNA GROUP753 sharesnew addition2026-06-302026-07-24

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-24

Sponsored

DATADOG INC DATADOG INC794 sharesnew addition2026-06-302026-07-24

SUSC ISHARES TR8.9K sharesnew addition2026-06-302026-07-24

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

RJF RAYMOND JAMES FINL INC1.3K sharesnew addition2026-06-302026-07-24

SRE SEMPRA2.2K shares0.36%2026-06-302026-07-24

IJK ISHARES TR1.7K shares-17.36%2026-06-302026-07-24

EMR EMERSON ELEC CO1.4K sharesnew addition2026-06-302026-07-24

COF CAPITAL ONE FINL CORP1.0K sharesnew addition2026-06-302026-07-24

Sponsored

XLC SELECT SECTOR SPDR TR1.9K shares-13.24%2026-06-302026-07-24

FTCA PUTNAM ETF TRUST25.4K shares0.00%2026-06-302026-07-24

MMU WESTERN ASSET MANAGED MUNS F17.7K shares14.65%2026-06-302026-07-24

HTGC HERCULES CAPITAL INC10.9K shares1.61%2026-06-302026-07-24

NXDT NEXPOINT DIVERSIFIED REL ET33.2K shares8.92%2026-06-302026-07-24

KBDC KAYNE ANDERSON BDC INC11.6K shares2.08%2026-06-302026-07-24

TE T1 ENERGY INC13.4K shares22.67%2026-06-302026-07-24

NMZ NUVEEN MUN HIGH INCOME OPPOR11.7K sharesnew addition2026-06-302026-07-24

Sponsored

MFIC MIDCAP FINANCIAL INVSTMNT CO10.4K shares-6.21%2026-06-302026-07-24

OVID OVID THERAPEUTICS INC30.0K shares0.00%2026-06-302026-07-24

GT GOODYEAR TIRE & RUBR CO10.9K shares3.81%2026-06-302026-07-24

VRRM VERRA MOBILITY CORP10.6K sharesnew addition2026-06-302026-07-24

IAUX I-80 GOLD CORP25.8K shares-17.53%2026-06-302026-07-24

SIDU SIDUS SPACE INC10.0K shares0.00%2026-06-302026-07-24

AMC AMC ENTMT HLDGS INC12.3K shares3.11%2026-06-302026-07-24

OPTT OCEAN PWR TECHNOLOGIES INC17.0K shares0.00%2026-06-302026-07-24

Sponsored

VEA

VANGUARD TAX-MANAGED FDS

0.30%

Shares534.7K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

512.00%

Shares384.8K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-4.44%

Shares39.6K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

1.32%

Shares120.2K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-2.70%

Shares34.8K

Event2026-06-30

Filed2026-07-24

ISHARES TR

13.62%

Shares29.7K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-3.13%

Shares58.6K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-0.30%

Shares52.6K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

1.47%

Shares237.5K

Event2026-06-30

Filed2026-07-24

BNDX

VANGUARD CHARLOTTE FDS

6.09%

Shares272.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-3.83%

Shares36.3K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

6.27%

Shares164.5K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

1.87%

Shares140.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

3.90%

Shares33.1K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

4.58%

Shares197.4K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

3.62%

Shares38.6K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

9.19%

Shares96.2K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-13.32%

Shares6.3K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

-2.46%

Shares44.8K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-0.56%

Shares10.2K

Event2026-06-30

Filed2026-07-24

REZ

ISHARES TR

5.79%

Shares72.7K

Event2026-06-30

Filed2026-07-24

BLV

VANGUARD BD INDEX FDS

11.09%

Shares99.2K

Event2026-06-30

Filed2026-07-24

VMBS

VANGUARD SCOTTSDALE FDS

5.55%

Shares134.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-4.68%

Shares14.0K

Event2026-06-30

Filed2026-07-24

TBIL

RBB FD INC

-8.78%

Shares96.3K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-3.36%

Shares17.4K

Event2026-06-30

Filed2026-07-24

APPLOVIN CORP

16.46%

Shares7.7K

Event2026-06-30

Filed2026-07-24

IUSG

ISHARES TR

-1.97%

Shares19.4K

Event2026-06-30

Filed2026-07-24

NEAR

ISHARES U S ETF TR

9.82%

Shares68.8K

Event2026-06-30

Filed2026-07-24

IUSB

ISHARES TR

39.11%

Shares70.9K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

-4.79%

Shares32.7K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO ETF TR

-1.97%

Shares115.9K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

3.07%

Shares8.6K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

0.38%

Shares5.5K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

-3.91%

Shares19.9K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-8.20%

Shares20.0K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

685.82%

Shares22.3K

Event2026-06-30

Filed2026-07-24

DOMINOS PIZZA INC

3.16%

Shares8.7K

Event2026-06-30

Filed2026-07-24

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.39%

Shares6.9K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

1.97%

Shares43.9K

Event2026-06-30

Filed2026-07-24

SSO

PROSHARES TR

0.31%

Shares36.1K

Event2026-06-30

Filed2026-07-24

DYNF

BLACKROCK ETF TRUST

0.38%

Shares35.2K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

-0.27%

Shares22.0K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

2.81%

Shares2.2K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-0.60%

Shares6.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.03%

Shares6.1K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

12.93%

Shares42.9K

Event2026-06-30

Filed2026-07-24

IWY

ISHARES TR

-0.53%

Shares7.7K

Event2026-06-30

Filed2026-07-24

CONSOLIDATED EDISON INC

-3.43%

Shares20.0K

Event2026-06-30

Filed2026-07-24

IUS

INVESCO EXCH TRD SLF IDX FD

-2.19%

Shares33.3K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

-2.10%

Shares40.1K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

-3.42%

Shares37.9K

Event2026-06-30

Filed2026-07-24

GSY

INVESCO ACTIVELY MANAGED EXC

11.30%

Shares41.9K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

15.17%

Shares41.5K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

-21.11%

Shares9.2K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

379.35%

Shares23.3K

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO EXCH TRADED FD TR II

4.12%

Shares12.5K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-2.14%

Shares3.3K

Event2026-06-30

Filed2026-07-24

VFVA

VANGUARD WELLINGTON FD

-4.25%

Shares12.7K

Event2026-06-30

Filed2026-07-24

VISA INC

-3.62%

Shares5.5K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

-30.18%

Shares22.3K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.04%

Shares19.0K

Event2026-06-30

Filed2026-07-24

IUSV

ISHARES TR

-3.68%

Shares15.9K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-2.81%

Shares3.0K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

-29.88%

Shares2.6K

Event2026-06-30

Filed2026-07-24

TFLO

ISHARES TR

-1.68%

Shares33.0K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

-1.24%

Shares10.1K

Event2026-06-30

Filed2026-07-24

CHD

CHURCH & DWIGHT CO INC

-5.48%

Shares17.1K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-2.81%

Shares1.8K

Event2026-06-30

Filed2026-07-24

VPU

VANGUARD WORLD FD

0.72%

Shares8.2K

Event2026-06-30

Filed2026-07-24

AOA

ISHARES TR

4.55%

Shares16.2K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

-17.60%

Shares4.6K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

-0.03%

Shares3.0K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-3.66%

Shares6.6K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

-7.47%

Shares11.1K

Event2026-06-30

Filed2026-07-24

EQWL

INVESCO EXCHANGE TRADED FD T

-2.77%

Shares11.7K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

-0.69%

Shares30.7K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.36%

Shares2.9K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-0.72%

Shares21.0K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-2.34%

Shares9.6K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

16.08%

Shares26.0K

Event2026-06-30

Filed2026-07-24

BAI

BLACKROCK ETF TRUST

-12.63%

Shares26.1K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

7.09%

Shares5.2K

Event2026-06-30

Filed2026-07-24

TBLL

INVESCO EXCH TRADED FD TR II

11.48%

Shares12.4K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

22.04%

Shares3.6K

Event2026-06-30

Filed2026-07-24

OUSA

ALPS ETF TR

0.51%

Shares22.1K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

-1.92%

Shares12.2K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

-6.92%

Shares1.1K

Event2026-06-30

Filed2026-07-24

EFG

ISHARES TR

-0.48%

Shares10.2K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

7.55%

Shares11.7K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-5.57%

Shares4.5K

Event2026-06-30

Filed2026-07-24

USFR

WISDOMTREE TR

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

3.47%

Shares5.2K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

27.63%

Shares3.2K

Event2026-06-30

Filed2026-07-24

VIGI

VANGUARD WHITEHALL FDS

7.76%

Shares12.7K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

4.70%

Shares981

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-5.99%

Shares3.3K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

0.88%

Shares2.8K

Event2026-06-30

Filed2026-07-24

AOM

ISHARES TR

5.72%

Shares23.2K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

-3.23%

Shares10.4K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

-8.25%

Shares1.2K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-2.75%

Shares9.5K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

-1.97%

Shares5.9K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-1.74%

Shares5.9K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-0.36%

Shares4.4K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

0.89%

Shares8.1K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

15.09%

Shares13.8K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

-9.03%

Shares9.2K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-2.02%

Shares7.4K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-0.70%

Shares13.2K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

0.14%

Shares1.5K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

18.44%

Shares3.5K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

-9.02%

Shares1.5K

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

4.98%

Shares8.0K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-11.09%

Shares9.0K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

-10.22%

Shares22.4K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.00%

Shares8.2K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

-1.16%

Shares4.8K

Event2026-06-30

Filed2026-07-24

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-24

VSMV

VICTORY PORTFOLIOS II

-4.03%

Shares16.8K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-5.31%

Shares4.0K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

64.08%

Shares26.9K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

-59.85%

Shares3.9K

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

-0.36%

Shares14.3K

Event2026-06-30

Filed2026-07-24

USDU

WISDOMTREE TR

4.85%

Shares36.5K

Event2026-06-30

Filed2026-07-24

TLH

ISHARES TR

-14.95%

Shares9.7K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

5.37%

Shares2.3K

Event2026-06-30

Filed2026-07-24

BLCR

BLACKROCK ETF TRUST

8.63%

Shares18.8K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

-12.50%

Shares476

Event2026-06-30

Filed2026-07-24

CORO

BLACKROCK ETF TRUST

New

Shares25.7K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-5.65%

Shares9.5K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

-0.58%

Shares12.0K

Event2026-06-30

Filed2026-07-24

TIP

ISHARES TR

-0.35%

Shares8.4K

Event2026-06-30

Filed2026-07-24

GIS

GENERAL MILLS INC

20.74%

Shares26.1K

Event2026-06-30

Filed2026-07-24

SHV

ISHARES TR

-1.76%

Shares8.2K

Event2026-06-30

Filed2026-07-24

ICSH

ISHARES TR

16.49%

Shares17.7K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

5.60%

Shares16.8K

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

-1.14%

Shares1.8K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

9.41%

Shares4.8K

Event2026-06-30

Filed2026-07-24

AOK

ISHARES TR

0.36%

Shares21.2K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

3.36%

Shares10.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

315.88%

Shares10.8K

Event2026-06-30

Filed2026-07-24

KORU

DIREXION SHARES ETF TRUST

-44.64%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

-0.28%

Shares11.0K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

-1.68%

Shares11.8K

Event2026-06-30

Filed2026-07-24

IDEF

BLACKROCK ETF TRUST

13.86%

Shares27.0K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

-2.33%

Shares9.7K

Event2026-06-30

Filed2026-07-24

HGLB

HIGHLAND GLOBAL ALLOCATION F

1.57%

Shares113.4K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

15.96%

Shares5.8K

Event2026-06-30

Filed2026-07-24

AOR

ISHARES TR

4.37%

Shares12.2K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

2.25%

Shares1.9K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

21.31%

Shares9.3K

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP

0.56%

Shares10.1K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

-2.75%

Shares2.1K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

3.00%

Shares10.7K

Event2026-06-30

Filed2026-07-24

AT&T INC

4.40%

Shares38.9K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

4.14%

Shares29.1K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

-4.54%

Shares2.3K

Event2026-06-30

Filed2026-07-24

IBB

ISHARES TR

-9.61%

Shares4.1K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES TR

-59.42%

Shares10.0K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

-3.14%

Shares13.1K

Event2026-06-30

Filed2026-07-24

USO

UNITED STS OIL FD LP

-48.74%

Shares7.0K

Event2026-06-30

Filed2026-07-24

GOVT

ISHARES TR

51.93%

Shares32.6K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

30.00%

Shares14.5K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

-6.09%

Shares20.3K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

52.99%

Shares9.6K

Event2026-06-30

Filed2026-07-24

CMC

COMMERCIAL METALS CO

0.07%

Shares11.5K

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-24

SDCI

USCF ETF TR

-2.65%

Shares26.9K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

1.54%

Shares13.1K

Event2026-06-30

Filed2026-07-24

MBB

ISHARES TR

27.52%

Shares7.4K

Event2026-06-30

Filed2026-07-24

BLOOM ENERGY CORP

-32.72%

Shares2.3K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

4.76%

Shares969

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-3.41%

Shares2.3K

Event2026-06-30

Filed2026-07-24

THRO

BLACKROCK ETF TRUST

-40.06%

Shares15.7K

Event2026-06-30

Filed2026-07-24

IYY

ISHARES TR

-1.88%

Shares3.7K

Event2026-06-30

Filed2026-07-24

BKLN

INVESCO EXCH TRADED FD TR II

-9.37%

Shares32.2K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

1.20%

Shares2.7K

Event2026-06-30

Filed2026-07-24

NVDL

GRANITESHARES ETF TR

194.61%

Shares21.9K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

0.96%

Shares1.8K

Event2026-06-30

Filed2026-07-24

HDV

ISHARES TR

400.00%

Shares23.6K

Event2026-06-30

Filed2026-07-24

DEERE & CO

-7.83%

Shares1.0K

Event2026-06-30

Filed2026-07-24

DFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-24

BLACKROCK ETF TRUST

New

Shares22.5K

Event2026-06-30

Filed2026-07-24

TOL

TOLL BROTHERS INC

0.77%

Shares3.8K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

0.05%

Shares21.5K

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

-3.06%

Shares10.8K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

LNG

CHENIERE ENERGY INC

-50.17%

Shares2.6K

Event2026-06-30

Filed2026-07-24

IGOV

ISHARES TR

-20.75%

Shares15.0K

Event2026-06-30

Filed2026-07-24

TQQQ

PROSHARES TR

-2.56%

Shares7.6K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

-8.18%

Shares6.3K

Event2026-06-30

Filed2026-07-24

FFEB

FIRST TR EXCHNG TRADED FD VI

-6.06%

Shares9.9K

Event2026-06-30

Filed2026-07-24

CON

CONCENTRA GROUP HOLDINGS PAR

0.01%

Shares20.0K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-8.88%

Shares2.2K

Event2026-06-30

Filed2026-07-24

VIOO

VANGUARD ADMIRAL FDS INC

-7.46%

Shares4.3K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES TR

13.19%

Shares3.6K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

-0.70%

Shares3.3K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

-11.08%

Shares2.0K

Event2026-06-30

Filed2026-07-24

BALT

INNOVATOR ETFS TRUST

21.18%

Shares17.2K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

6.20%

Shares13.9K

Event2026-06-30

Filed2026-07-24

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD INTL EQUITY INDEX F

89.18%

Shares3.7K

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

30.94%

Shares5.9K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

1.27%

Shares1.8K

Event2026-06-30

Filed2026-07-24

UITB

VICTORY PORTFOLIOS II

-0.76%

Shares12.0K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

2.29%

Shares6.8K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-0.63%

Shares2.5K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-0.83%

Shares4.1K

Event2026-06-30

Filed2026-07-24

HYATT HOTELS CORP

0.29%

Shares2.8K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

-38.34%

Shares16.0K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

4.83%

Shares16.7K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

1.53%

Shares3.7K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP

New

Shares227

Event2026-06-30

Filed2026-07-24

SHYM

BLACKROCK ETF TRUST II

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-24

PEY

INVESCO EXCHANGE TRADED FD T

7.03%

Shares21.6K

Event2026-06-30

Filed2026-07-24

IBMP

ISHARES TR

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-24

IBMQ

ISHARES TR

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-24

IBMO

ISHARES TR

0.00%

Shares19.5K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

-8.01%

Shares494

Event2026-06-30

Filed2026-07-24

IBMR

ISHARES TR

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

-8.63%

Shares9.0K

Event2026-06-30

Filed2026-07-24

CBU

COMMUNITY FINANCIAL SYSTEM I

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

5.85%

Shares34.6K

Event2026-06-30

Filed2026-07-24

DSI

ISHARES TR

11.51%

Shares3.4K

Event2026-06-30

Filed2026-07-24

DTE

DTE ENERGY CO

-6.19%

Shares3.1K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

-2.02%

Shares484

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP

-50.78%

Shares727

Event2026-06-30

Filed2026-07-24

NOBL

PROSHARES TR

100.91%

Shares8.2K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-0.81%

Shares3.9K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

-18.61%

Shares13.8K

Event2026-06-30

Filed2026-07-24

MXL

MAXLINEAR INC

New

Shares3.6K

Event2026-06-30

Filed2026-07-24

ETFS GOLD TR

-9.49%

Shares11.8K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-6.69%

Shares6.3K

Event2026-06-30

Filed2026-07-24

SUB

ISHARES TR

6.01%

Shares4.2K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO

-1.57%

Shares5.8K

Event2026-06-30

Filed2026-07-24

LCTU

BLACKROCK ETF TRUST

24.33%

Shares5.5K

Event2026-06-30

Filed2026-07-24

SPYD

SPDR SERIES TRUST

-23.89%

Shares9.3K

Event2026-06-30

Filed2026-07-24

ASTS

AST SPACEMOBILE INC

13.31%

Shares4.9K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-9.63%

Shares2.6K

Event2026-06-30

Filed2026-07-24

ARK ETF TR

0.94%

Shares5.4K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-4.92%

Shares4.4K

Event2026-06-30

Filed2026-07-24

CWT

CALIFORNIA WTR SVC GROUP

-0.47%

Shares8.7K

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP

0.01%

Shares6.8K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-2.62%

Shares2.6K

Event2026-06-30

Filed2026-07-24

HUBB

HUBBELL INC

-16.77%

Shares799

Event2026-06-30

Filed2026-07-24

SEM

SELECT MED HLDGS CORP

0.01%

Shares25.2K

Event2026-06-30

Filed2026-07-24

IRM

IRON MTN INC DEL

-2.45%

Shares3.1K

Event2026-06-30

Filed2026-07-24

RNG

RINGCENTRAL INC

-0.14%

Shares10.2K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

-4.77%

Shares5.5K

Event2026-06-30

Filed2026-07-24

BLACKROCK ETF TRUST II

New

Shares7.7K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.82%

Shares807

Event2026-06-30

Filed2026-07-24

SPGP

INVESCO EXCHANGE TRADED FD T

-15.98%

Shares3.1K

Event2026-06-30

Filed2026-07-24

OHI

OMEGA HEALTHCARE INVS INC

-7.02%

Shares8.1K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

-1.38%

Shares3.3K

Event2026-06-30

Filed2026-07-24

FENI

FIDELITY COVINGTON TRUST

New

Shares9.5K

Event2026-06-30

Filed2026-07-24

GHYB

GOLDMAN SACHS ETF TR

3.41%

Shares8.5K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-1.28%

Shares3.0K

Event2026-06-30

Filed2026-07-24

SPMD

SPDR SERIES TRUST

-0.93%

Shares5.6K

Event2026-06-30

Filed2026-07-24

LUV

SOUTHWEST AIRLS CO

New

Shares7.4K

Event2026-06-30

Filed2026-07-24

EHC

ENCOMPASS HEALTH CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

-2.33%

Shares4.1K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

-6.52%

Shares2.1K

Event2026-06-30

Filed2026-07-24

TTM TECHNOLOGIES INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

-0.86%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BOEING CO

5.47%

Shares1.6K

Event2026-06-30

Filed2026-07-24

FDLO

FIDELITY COVINGTON TRUST

0.39%

Shares5.1K

Event2026-06-30

Filed2026-07-24

IFRA

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

25.80%

Shares4.8K

Event2026-06-30

Filed2026-07-24

DGS

WISDOMTREE TR

-8.29%

Shares5.3K

Event2026-06-30

Filed2026-07-24

FNDX

SCHWAB STRATEGIC TR

-20.89%

Shares11.0K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

-2.17%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

0.95%

Shares4.1K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

-5.02%

Shares794

Event2026-06-30

Filed2026-07-24

ICVT

ISHARES TR

8.26%

Shares2.8K

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB STRATEGIC TR

-35.73%

Shares9.6K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

-0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-24

USXF

ISHARES TR

16.10%

Shares4.7K

Event2026-06-30

Filed2026-07-24

GOLF

ACUSHNET HLDGS CORP

0.14%

Shares2.8K

Event2026-06-30

Filed2026-07-24

VGM

INVESCO TR INVT GRADE MUNS

0.07%

Shares30.9K

Event2026-06-30

Filed2026-07-24

HRL

HORMEL FOODS CORP

3.53%

Shares13.2K

Event2026-06-30

Filed2026-07-24

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

PTLC

PACER FDS TR

-0.74%

Shares5.5K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

New

Shares934

Event2026-06-30

Filed2026-07-24

RKLB

ROCKET LAB CORP

-6.78%

Shares3.1K

Event2026-06-30

Filed2026-07-24

PSA

PUBLIC STORAGE

-1.70%

Shares981

Event2026-06-30

Filed2026-07-24

VGIT

VANGUARD SCOTTSDALE FDS

18.42%

Shares5.2K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

6.61%

Shares16.1K

Event2026-06-30

Filed2026-07-24

IEF

ISHARES TR

-12.18%

Shares3.2K

Event2026-06-30

Filed2026-07-24

EAGG

ISHARES TR

New

Shares6.4K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-14.62%

Shares12.6K

Event2026-06-30

Filed2026-07-24

CLS

CELESTICA INC

-0.48%

Shares828

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

-1.18%

Shares4.0K

Event2026-06-30

Filed2026-07-24

KROGER CO

10.66%

Shares5.4K

Event2026-06-30

Filed2026-07-24

DFE

WISDOMTREE TR

-11.66%

Shares4.1K

Event2026-06-30

Filed2026-07-24

KKR

KKR & CO INC

-2.93%

Shares3.2K

Event2026-06-30

Filed2026-07-24

PURECYCLE TECHNOLOGIES INC

3.85%

Shares35.9K

Event2026-06-30

Filed2026-07-24

HWM

HOWMET AEROSPACE INC

-2.28%

Shares1.1K

Event2026-06-30

Filed2026-07-24

FIX

COMFORT SYS USA INC

New

Shares145

Event2026-06-30

Filed2026-07-24

XLRE

SELECT SECTOR SPDR TR

New

Shares6.5K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-12.66%

Shares5.3K

Event2026-06-30

Filed2026-07-24

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

MOAT

VANECK ETF TRUST

-19.70%

Shares2.7K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

-0.72%

Shares4.9K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

3.89%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CLOZ

SERIES PORTFOLIOS TR

New

Shares10.5K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-24

PAVE

GLOBAL X FDS

New

Shares4.6K

Event2026-06-30

Filed2026-07-24

THG

HANOVER INS GROUP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-24

JXN

JACKSON FINANCIAL INC

3.10%

Shares2.6K

Event2026-06-30

Filed2026-07-24

XNTK

SPDR SERIES TRUST

New

Shares675

Event2026-06-30

Filed2026-07-24

CARR

CARRIER GLOBAL CORPORATION

-5.63%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

-25.19%

Shares2.7K

Event2026-06-30

Filed2026-07-24

OTIS

OTIS WORLDWIDE CORP

-3.60%

Shares3.6K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

-7.55%

Shares5.1K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

-0.92%

Shares2.5K

Event2026-06-30

Filed2026-07-24

DIVO

AMPLIFY ETF TR

22.10%

Shares5.6K

Event2026-06-30

Filed2026-07-24

SWMR

SWARMER INC

New

Shares5.8K

Event2026-06-30

Filed2026-07-24

IDEV

ISHARES TR

1.34%

Shares2.8K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

-3.18%

Shares3.0K

Event2026-06-30

Filed2026-07-24

KBE

SPDR SERIES TRUST

-2.28%

Shares3.6K

Event2026-06-30

Filed2026-07-24

MKC

MCCORMICK & CO INC

-7.34%

Shares4.8K

Event2026-06-30

Filed2026-07-24

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares890

Event2026-06-30

Filed2026-07-24

OKE

ONEOK INC NEW

-0.54%

Shares2.8K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

7.04%

Shares988

Event2026-06-30

Filed2026-07-24

NJR

NEW JERSEY RES CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

CRS

CARPENTER TECHNOLOGY CORP

New

Shares386

Event2026-06-30

Filed2026-07-24

MINT

PIMCO ETF TR

-49.83%

Shares2.3K

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

COHR

COHERENT CORP

New

Shares593

Event2026-06-30

Filed2026-07-24

RALPH LAUREN CORP

New

Shares579

Event2026-06-30

Filed2026-07-24

CORTEVA INC

-1.39%

Shares2.7K

Event2026-06-30

Filed2026-07-24

EWI

ISHARES INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-24

DTM

DT MIDSTREAM INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

AAOI

APPLIED OPTOELECTRONICS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

MP MATERIALS CORP

-48.28%

Shares4.0K

Event2026-06-30

Filed2026-07-24

FXH

FIRST TR EXCHANGE-TRADED FD

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

QNITY ELECTRONICS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

DNP

DNP SELECT INCOME FD INC

-14.77%

Shares20.1K

Event2026-06-30

Filed2026-07-24

FSK

FS KKR CAP CORP

-0.51%

Shares20.7K

Event2026-06-30

Filed2026-07-24

OKLO

OKLO INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-24

HYG

ISHARES TR

0.04%

Shares2.7K

Event2026-06-30

Filed2026-07-24

CMS

CMS ENERGY CORP

-0.18%

Shares2.8K

Event2026-06-30

Filed2026-07-24

NEA

NUVEEN AMT FREE QLTY MUN INC

1.70%

Shares18.4K

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP

New

Shares983

Event2026-06-30

Filed2026-07-24

IDEXX LABS INC

-1.45%

Shares407

Event2026-06-30

Filed2026-07-24

IDLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

ESGE

ISHARES INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP

-22.72%

Shares415

Event2026-06-30

Filed2026-07-24

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

WPC

WP CAREY INC

-2.31%

Shares2.9K

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

New

Shares753

Event2026-06-30

Filed2026-07-24

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

DATADOG INC

New

Shares794

Event2026-06-30

Filed2026-07-24

SUSC

ISHARES TR

New

Shares8.9K

Event2026-06-30

Filed2026-07-24

TLT

ISHARES TR

2.07%

Shares2.4K

Event2026-06-30

Filed2026-07-24

RJF

RAYMOND JAMES FINL INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

SRE

SEMPRA

0.36%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

-17.36%

Shares1.7K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR

-13.24%

Shares1.9K

Event2026-06-30

Filed2026-07-24

FTCA

PUTNAM ETF TRUST

0.00%

Shares25.4K

Event2026-06-30

Filed2026-07-24

MMU

WESTERN ASSET MANAGED MUNS F

14.65%

Shares17.7K

Event2026-06-30

Filed2026-07-24

HTGC

HERCULES CAPITAL INC

1.61%

Shares10.9K

Event2026-06-30

Filed2026-07-24

NXDT

NEXPOINT DIVERSIFIED REL ET

8.92%

Shares33.2K

Event2026-06-30

Filed2026-07-24

KBDC

KAYNE ANDERSON BDC INC

2.08%

Shares11.6K

Event2026-06-30

Filed2026-07-24

T1 ENERGY INC

22.67%

Shares13.4K

Event2026-06-30

Filed2026-07-24

NMZ

NUVEEN MUN HIGH INCOME OPPOR

New

Shares11.7K

Event2026-06-30

Filed2026-07-24

MFIC

MIDCAP FINANCIAL INVSTMNT CO

-6.21%

Shares10.4K

Event2026-06-30

Filed2026-07-24

OVID

OVID THERAPEUTICS INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-24

GOODYEAR TIRE & RUBR CO

3.81%

Shares10.9K

Event2026-06-30

Filed2026-07-24

VRRM

VERRA MOBILITY CORP

New

Shares10.6K

Event2026-06-30

Filed2026-07-24

IAUX

I-80 GOLD CORP

-17.53%

Shares25.8K

Event2026-06-30

Filed2026-07-24

SIDU

SIDUS SPACE INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

AMC

AMC ENTMT HLDGS INC

3.11%

Shares12.3K

Event2026-06-30

Filed2026-07-24

OPTT

OCEAN PWR TECHNOLOGIES INC

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T22.2K shares-0.89%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

-0.89%

Shares22.2K

Event2026-06-30

Filed2026-07-24

Put Option Holdings

ALPHABET INC Put PutALPHABET INC48.0K shares137.62%2026-06-302026-07-24

ALPHABET INC Put

ALPHABET INC

137.62%

Shares48.0K

Event2026-06-30

Filed2026-07-24