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The Analysis of Steigerwald, Gordon & Koch Inc.'s Holdings & P&L

Currently, Steigerwald, Gordon & Koch Inc. holds 765 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in GS (+10.1K shares, valued at $10.2M), CDNS (+23.9K shares, valued at $9.0M), N/A (+65.5K shares, valued at $8.9M); decreased their positions in TROW (-41.7K shares, valued at $4.7M), N/A (-16.5K shares, valued at $3.4M), GIS (-80.0K shares, valued at $2.8M); initiated new positions in N/A (+65.5K shares, valued at $8.9M), N/A (+221 shares, valued at $49.4K), N/A (+219 shares, valued at $48.4K).

1M P&L

+588.7K+0.07%

3M P&L

+29.8M+3.95%

HY P&L

+38.7M+5.18%

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

1Drug Manufacturers - General71.2M

9.0%

2Information Technology Services55.7M

7.1%

3Consumer Electronics52.7M

6.7%

Top Industries by Stock Count

1N/A165 stocks

24.3%

2Utilities - Regulated Electric15 stocks

2.2%

3Aerospace & Defense15 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc182.0K shares-2.29%2026-06-302026-07-23

JP Morgan Chase & Co JP Morgan Chase & Co118.0K shares-1.58%2026-06-302026-07-23

Raytheon Technologies Ord Raytheon Technologies Ord179.5K shares-1.77%2026-06-302026-07-23

DE Deere & Co52.8K shares-2.21%2026-06-302026-07-23

GOOGL Alphabet Inc Class A91.4K shares-0.67%2026-06-302026-07-23

MSFT Microsoft Corp85.1K shares0.03%2026-06-302026-07-23

Travelers Companies Inc Travelers Companies Inc93.3K shares-1.35%2026-06-302026-07-23

WMT Wal-Mart Stores Inc264.8K shares-2.26%2026-06-302026-07-23

Sponsored

JNJ Johnson & Johnson113.9K shares-0.84%2026-06-302026-07-23

DKS Dick's Sporting Goods126.0K shares-1.59%2026-06-302026-07-23

Visa Inc Visa Inc82.2K shares0.04%2026-06-302026-07-23

CACI CACI International60.4K shares-1.45%2026-06-302026-07-23

IBM International Business Machines97.4K shares-0.06%2026-06-302026-07-23

MCK McKesson Corporation36.2K shares-0.81%2026-06-302026-07-23

WFC Wells Fargo & Co325.2K shares-1.05%2026-06-302026-07-23

AMGN Amgen Incorporated70.3K shares-0.88%2026-06-302026-07-23

Sponsored

VTR Ventas Inc275.1K shares-0.90%2026-06-302026-07-23

SYK Stryker Corp70.2K shares0.92%2026-06-302026-07-23

Nextera Energy Inc Nextera Energy Inc248.8K shares-0.24%2026-06-302026-07-23

KMI Kinder Morgan Inc680.7K shares-0.06%2026-06-302026-07-23

CARR Carrier Global Corp294.8K shares-0.46%2026-06-302026-07-23

LIN Linde PLC35.7K shares-0.01%2026-06-302026-07-23

KO Coca Cola Company226.5K shares-0.61%2026-06-302026-07-23

ADP Auto Data Processing80.2K shares-1.29%2026-06-302026-07-23

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ELV Elevance Health Inc44.9K shares-0.15%2026-06-302026-07-23

CDNS Cadence Design System45.6K shares109.70%2026-06-302026-07-23

Q QNITY ELECTRONICS INC102.3K shares3.39%2026-06-302026-07-23

SYY Sysco Corporation189.8K shares-1.30%2026-06-302026-07-23

GS Goldman Sachs Group Inc15.1K shares200.78%2026-06-302026-07-23

CHKP Check Point Software Tech115.0K shares-7.17%2026-06-302026-07-23

Oracle Corporation Oracle Corporation86.1K shares-0.35%2026-06-302026-07-23

PFE Pfizer Incorporated502.9K shares-3.07%2026-06-302026-07-23

Sponsored

iShares Core S&P 500 ETF iShares Core S&P 500 ETF15.8K shares0.20%2026-06-302026-07-23

RVTY Revvity Inc103.5K shares-4.59%2026-06-302026-07-23

OMC Omnicom Group Inc132.2K shares-9.96%2026-06-302026-07-23

OTIS OTIS Worldwide Corp127.6K shares-15.08%2026-06-302026-07-23

DuPont De Nemours Inc DuPont De Nemours Inc65.5K sharesnew addition2026-06-302026-07-23

T AT&T Inc428.8K shares-0.16%2026-06-302026-07-23

BWA BorgWarner132.7K shares0.35%2026-06-302026-07-23

DIS Walt Disney Co85.2K shares-19.95%2026-06-302026-07-23

Sponsored

BA Boeing Co37.9K shares-0.20%2026-06-302026-07-23

Accenture Ltd Accenture Ltd65.9K shares-6.11%2026-06-302026-07-23

NVDA Nvidia Corp28.3K shares-0.21%2026-06-302026-07-23

UPS United Parcel Service45.2K shares-19.18%2026-06-302026-07-23

Corteva Inc Corteva Inc52.2K shares-7.65%2026-06-302026-07-23

IJR iShares Core S&P Small-Cap ETF26.4K shares-1.32%2026-06-302026-07-23

CAT Caterpillar Inc3.4K shares-1.05%2026-06-302026-07-23

PHIN Phinia Inc41.2K shares-1.10%2026-06-302026-07-23

Sponsored

LLY Eli Lilly & Company2.8K shares0.00%2026-06-302026-07-23

IJH iShares Core S&P Mid-Cap ETF43.5K shares-1.75%2026-06-302026-07-23

TROW T Rowe Price Group29.0K shares-58.97%2026-06-302026-07-23

AMZN Amazon Com Inc13.2K shares0.98%2026-06-302026-07-23

DHR Danaher Corp Del16.0K shares0.00%2026-06-302026-07-23

GOOG Alphabet Inc Class C7.7K shares-0.31%2026-06-302026-07-23

Zoetis Inc Zoetis Inc33.7K shares-53.49%2026-06-302026-07-23

BRK.B Berkshire Hathaway Class B3.9K shares8.35%2026-06-302026-07-23

Sponsored

SPDR S&P 500 Index ETF SPDR S&P 500 Index ETF2.5K shares-2.02%2026-06-302026-07-23

TSM Taiwan Semiconductr ADR3.6K shares0.00%2026-06-302026-07-23

Cisco Systems Inc Cisco Systems Inc13.4K shares-0.59%2026-06-302026-07-23

HD Home Depot Inc4.1K shares-2.02%2026-06-302026-07-23

GIS General Mills Inc41.0K shares-66.12%2026-06-302026-07-23

Palantir Technologies Inc Palantir Technologies Inc12.2K shares0.00%2026-06-302026-07-23

Broadcom Ltd Broadcom Ltd3.7K shares0.14%2026-06-302026-07-23

PG Procter & Gamble Co9.1K shares1.62%2026-06-302026-07-23

Sponsored

Costco Wholesale Corp Costco Wholesale Corp1.4K shares-1.05%2026-06-302026-07-23

Adobe Systems Inc Adobe Systems Inc6.2K shares-72.69%2026-06-302026-07-23

Vanguard Total Stock Market Vanguard Total Stock Market3.3K shares-9.94%2026-06-302026-07-23

VYM Vanguard High Dividend7.7K shares-1.29%2026-06-302026-07-23

Meta Platforms Inc Meta Platforms Inc1.9K shares-46.13%2026-06-302026-07-23

LMT Lockheed Martin Corp1.7K shares-4.19%2026-06-302026-07-23

PANW Palo Alto Networks2.5K shares25.06%2026-06-302026-07-23

Abbvie Inc Abbvie Inc3.3K shares2.22%2026-06-302026-07-23

Sponsored

TSLA Tesla Motors Inc1.9K shares2.76%2026-06-302026-07-23

Mastercard Inc Mastercard Inc1.5K shares-4.06%2026-06-302026-07-23

MAR Marriott International Inc2.0K shares0.00%2026-06-302026-07-23

AXP American Express Company1.9K shares0.95%2026-06-302026-07-23

Applied Materials Inc Applied Materials Inc895 shares0.00%2026-06-302026-07-23

RDNT RadNet Inc10.4K shares-2.81%2026-06-302026-07-23

BCPC Balchem Corp3.8K shares0.00%2026-06-302026-07-23

EVLV EVOLV TECHNOLOGIES HOLDINGS CL A ORD105.6K shares0.00%2026-06-302026-07-23

Sponsored

MRK Merck & Co. Inc.4.7K shares4.91%2026-06-302026-07-23

ASML Asml Holding N V New York Shs287 shares0.00%2026-06-302026-07-23

DUK Duke Energy Corporation4.3K shares2.15%2026-06-302026-07-23

FTV Fortive Corporation8.9K shares0.00%2026-06-302026-07-23

INTC Intel Corp3.7K shares7.16%2026-06-302026-07-23

Chubb Corporation Chubb Corporation1.5K shares-27.63%2026-06-302026-07-23

LGND Ligand Pharm Inc Cl B1.6K shares0.00%2026-06-302026-07-23

LRCX Lam Research Corp1.1K shares-1.72%2026-06-302026-07-23

Sponsored

RSP Invesco S&P 500 Equal Weight ETF2.3K shares-2.15%2026-06-302026-07-23

VLTO VERALTO ORD WI5.4K shares0.00%2026-06-302026-07-23

VOO Vanguard S&P 500 ETF678 shares-25.33%2026-06-302026-07-23

SNA Snap On Inc1.1K shares2.23%2026-06-302026-07-23

EFA iShares MSCI EAFE Index4.2K shares-1.75%2026-06-302026-07-23

NSC Norfolk Southern Corp1.4K shares4.62%2026-06-302026-07-23

COF Capital One Financial2.2K shares0.00%2026-06-302026-07-23

Seagate Technology Seagate Technology440 shares0.00%2026-06-302026-07-23

Sponsored

State Street SPDR Portfolio S&P 500 ETF State Street SPDR Portfolio S&P 500 ETF4.8K shares0.04%2026-06-302026-07-23

CVX Chevron Corp2.5K shares0.60%2026-06-302026-07-23

SOXX iShares PHLX Semiconductor ETF645 shares0.00%2026-06-302026-07-23

COP Conocophillips4.0K shares0.00%2026-06-302026-07-23

TXN Texas Instruments Inc1.3K shares1.97%2026-06-302026-07-23

DOW Dow Inc14.7K shares-61.39%2026-06-302026-07-23

BAC Bank of America Corp7.0K shares-7.46%2026-06-302026-07-23

VZ Verizon Communications8.8K shares1.45%2026-06-302026-07-23

Sponsored

XLK Sector Spdr Tech Select1.9K shares-4.93%2026-06-302026-07-23

CSX CSX Corp7.7K shares0.01%2026-06-302026-07-23

Ishares Core Msci Eafe Ishares Core Msci Eafe3.8K shares0.00%2026-06-302026-07-23

ICF iShares Cohen & Steers REIT ETF5.3K shares-7.06%2026-06-302026-07-23

ABT Abbott Laboratories3.9K shares1.90%2026-06-302026-07-23

MCD Mc Donalds Corp1.3K shares0.31%2026-06-302026-07-23

CIEN Ciena Corp700 shares0.00%2026-06-302026-07-23

Unitedhealth Group Inc Unitedhealth Group Inc807 shares-3.58%2026-06-302026-07-23

Sponsored

AMD Advanced Micro Devices570 shares0.00%2026-06-302026-07-23

PEP Pepsico Incorporated2.4K shares-6.18%2026-06-302026-07-23

NVS Novartis AG ADR2.1K shares0.00%2026-06-302026-07-23

Netflix Inc Netflix Inc4.5K shares-4.05%2026-06-302026-07-23

QQQ Invesco QQQ Trust425 shares20.40%2026-06-302026-07-23

QCOM Qualcomm Inc1.7K shares-6.48%2026-06-302026-07-23

DVY iShares Select Dividend ETF1.9K shares-4.65%2026-06-302026-07-23

WEC WEC Energy Group2.6K shares0.00%2026-06-302026-07-23

Sponsored

HUBB Hubbell Inc580 shares0.00%2026-06-302026-07-23

KLAC K L A Tencor Corp1.0K shares900.00%2026-06-302026-07-23

IVW iShares Tr S&P 500/ Growth Index Fd2.2K shares0.00%2026-06-302026-07-23

ADI Analog Devices Inc731 shares0.00%2026-06-302026-07-23

SCHW The Charles Schwab Corp3.1K shares0.10%2026-06-302026-07-23

DELL Dell Inc646 shares0.00%2026-06-302026-07-23

PH Parker Hannifin Corp284 shares4.03%2026-06-302026-07-23

WELL Welltower Inc1.2K shares0.00%2026-06-302026-07-23

Sponsored

VBK Vanguard Small Cap Grwth727 shares0.00%2026-06-302026-07-23

CVS CVS Corp2.5K shares10.46%2026-06-302026-07-23

VGT Vanguard Info Technology2.1K shares700.00%2026-06-302026-07-23

ATO Atmos Energy Corp1.5K shares0.00%2026-06-302026-07-23

VTV Vanguard Value1.2K shares0.00%2026-06-302026-07-23

BAC-PL Bank Of America PDF Conv 7.25200 shares0.00%2026-06-302026-07-23

BRNY Burney U.S. Factor Rotation ETF4.2K shares0.00%2026-06-302026-07-23

MS Morgan Stanley1.1K shares5.25%2026-06-302026-07-23

Sponsored

C Citigroup1.7K shares0.00%2026-06-302026-07-23

Sector Spdr Util Select Sector Spdr Util Select5.1K shares0.00%2026-06-302026-07-23

DIA Diamonds Trust Series I442 shares0.00%2026-06-302026-07-23

Johnson Controls Inc Johnson Controls Inc1.5K shares0.00%2026-06-302026-07-23

AIVL WisdomTree US Dividend ex-Financials ETF1.7K shares0.00%2026-06-302026-07-23

LOW Lowes Companies Inc990 shares-2.94%2026-06-302026-07-23

BLK Blackrock Inc225 shares-0.44%2026-06-302026-07-23

RAL Ralston Purina Group2.9K shares0.00%2026-06-302026-07-23

Sponsored

UNP Union Pacific Corp Trades With782 shares0.00%2026-06-302026-07-23

Astrazeneca Plc Adr F Sponsored Adr Astrazeneca Plc Adr F Sponsored Adr1.1K shares-2.18%2026-06-302026-07-23

SCHX Schw US Lcap Etf7.2K shares0.00%2026-06-302026-07-23

NOC Northrop Grumman Corp413 shares0.00%2026-06-302026-07-23

QUAL Ishars Edg Msci Usa Qlty950 shares0.00%2026-06-302026-07-23

SBUX Starbucks Corp2.0K shares-2.90%2026-06-302026-07-23

VRT Vertiv Holdings Co613 shares0.00%2026-06-302026-07-23

AEE Ameren Corporation1.8K shares0.00%2026-06-302026-07-23

Sponsored

Dominion Resources Dominion Resources3.0K shares0.17%2026-06-302026-07-23

IWM iShares Russell 2000 ETF657 shares-4.37%2026-06-302026-07-23

GE General Electric Company521 shares0.39%2026-06-302026-07-23

ITOT Ishares Total US Stock1.1K shares0.00%2026-06-302026-07-23

GILD Gilead Sciences Inc1.5K shares0.07%2026-06-302026-07-23

XLV SPDR Health Care Select Sector ETF1.2K shares0.00%2026-06-302026-07-23

ETN Eaton Corporation431 shares0.00%2026-06-302026-07-23

HPE Hewlett Packard Enterprise4.0K shares0.05%2026-06-302026-07-23

Sponsored

VHT Vanguard Health Care603 shares0.00%2026-06-302026-07-23

TT Ingersoll-Rand Company364 shares0.00%2026-06-302026-07-23

VBR Vanguard Small Cap Value733 shares0.14%2026-06-302026-07-23

XLP Sector Spdr Tr Con Stpls2.1K shares0.00%2026-06-302026-07-23

TMO Thermo Fisher Scientific344 shares-16.91%2026-06-302026-07-23

BK Bank Of New York Mellon1.1K shares0.00%2026-06-302026-07-23

BMY Bristol-Myers Squibb Co2.8K shares4.61%2026-06-302026-07-23

MDLZ Mondelez International2.8K shares0.04%2026-06-302026-07-23

Sponsored

SPSM SPDR Portfolio S&P 600 Sm Cap ETF2.7K shares0.00%2026-06-302026-07-23

JLL Jones Lang Lasalle Inc504 shares0.00%2026-06-302026-07-23

UBER Uber Technologies Inc2.2K shares0.00%2026-06-302026-07-23

MSI Motorola Solutions Inc374 shares0.00%2026-06-302026-07-23

JBHT J B Hunt Transport532 shares0.00%2026-06-302026-07-23

GD General Dynamics Corp431 shares0.00%2026-06-302026-07-23

CI Cigna Corp542 shares-1.63%2026-06-302026-07-23

FDL First Trust Morningstar Div Leaders ETF3.0K shares0.00%2026-06-302026-07-23

Sponsored

SCHM Charles Schwab US Mid Cap3.9K shares0.00%2026-06-302026-07-23

CMCSA Comcast Corp New Cl A5.8K shares-2.27%2026-06-302026-07-23

MPC Marathon Pete Corp544 shares0.00%2026-06-302026-07-23

TJX T J X Cos Inc899 shares0.00%2026-06-302026-07-23

ISRG Intuitive Surgical341 shares0.00%2026-06-302026-07-23

SCHD Schwab US Dividend4.3K shares0.40%2026-06-302026-07-23

VONG Vanguard Russell 1000 Growth ETF1.1K shares0.00%2026-06-302026-07-23

GLW Corning Inc526 shares0.00%2026-06-302026-07-23

Sponsored

Microchip Technology Microchip Technology1.4K shares0.00%2026-06-302026-07-23

IEV iShares Europe ETF1.8K shares0.00%2026-06-302026-07-23

SPYG Spdr S&P 500 Growth Etf1.1K shares-19.83%2026-06-302026-07-23

ANET Arista Networks Inc762 shares0.00%2026-06-302026-07-23

IHI iShares US Medical Devices ETF2.6K shares0.00%2026-06-302026-07-23

Lumentum Holdings In Lumentum Holdings In150 shares0.00%2026-06-302026-07-23

DLR Digital Realty Trust Inc714 shares0.00%2026-06-302026-07-23

GEV Ge Vernova Llc Com108 shares2.86%2026-06-302026-07-23

Sponsored

VEA Vanguard Europe Pac Etf1.8K shares0.00%2026-06-302026-07-23

The Southern Company The Southern Company1.3K shares0.54%2026-06-302026-07-23

PM Philip Morris Intl Inc685 shares1.63%2026-06-302026-07-23

VB Vanguard Small Cap Etf407 shares0.00%2026-06-302026-07-23

EMR Emerson Electric Co846 shares0.00%2026-06-302026-07-23

PRU Prudential Financial Inc1.1K shares0.00%2026-06-302026-07-23

VLUE iShares MSCI USA Value Factor ETF594 shares0.00%2026-06-302026-07-23

LSCC Lattice Semiconductor Corp775 shares0.00%2026-06-302026-07-23

Sponsored

PTH Invesco Dorsey Wright Healthcare MomtETF2.0K shares0.00%2026-06-302026-07-23

Royal Caribbean Cruises Royal Caribbean Cruises364 shares0.00%2026-06-302026-07-23

REGN Regeneron Pharms Inc185 shares1750.00%2026-06-302026-07-23

FDX Fedex Corporation366 shares4.27%2026-06-302026-07-23

MTUM iShares Edge MSCI USA331 shares0.00%2026-06-302026-07-23

MU Micron Technology Inc98 shares0.00%2026-06-302026-07-23

RSPT Invesco S&P 500 Equal Weight Tech ETF1.7K shares0.00%2026-06-302026-07-23

ITW Illinois Tool Works Inc406 shares-3.56%2026-06-302026-07-23

Sponsored

SPMD SPDR Mid Cap ETF1.6K shares0.00%2026-06-302026-07-23

VOE Vanguard Mid Cap Value545 shares0.00%2026-06-302026-07-23

VNT VONTIER ORD WI3.7K shares0.00%2026-06-302026-07-23

ORLY O Reilly Automotive1.2K shares0.00%2026-06-302026-07-23

Idexx Labs Inc Idexx Labs Inc200 shares0.00%2026-06-302026-07-23

GIB CGI Inc F1.6K shares0.00%2026-06-302026-07-23

DHS WisdomTree US High Dividend ETF912 shares0.00%2026-06-302026-07-23

CME Chicago Mercantile Exch469 shares0.00%2026-06-302026-07-23

Sponsored

USRT iShares Core US REIT ETF1.6K shares0.00%2026-06-302026-07-23

IGSB iShares Short Term Corporate Bond2.0K shares0.00%2026-06-302026-07-23

XLY Spdr Fund Consumer870 shares0.00%2026-06-302026-07-23

IYR iShares U.S. Real Estate ETF955 shares-5.45%2026-06-302026-07-23

RWR SPDR Dow Jones REIT ETF850 shares0.00%2026-06-302026-07-23

DVN Devon Energy Corp New2.3K shares185.71%2026-06-302026-07-23

IAU iShares Gold Trust1.3K shares0.00%2026-06-302026-07-23

NDAQ Nasdaq Stock Market Inc1.2K shares0.00%2026-06-302026-07-23

Sponsored

ECL Ecolab Inc336 shares0.00%2026-06-302026-07-23

GVI iShares Barclays Interm Gov/Credit Bond Index877 shares0.00%2026-06-302026-07-23

PRK Park National Corp498 shares0.00%2026-06-302026-07-23

NWBI Northwest Bancshares Inc6.0K shares0.00%2026-06-302026-07-23

FRT Federal Realty REIT732 shares0.00%2026-06-302026-07-23

PSX Phillips 66531 shares0.00%2026-06-302026-07-23

FXH First Trust Health Care AlphaDEX ETF728 shares0.00%2026-06-302026-07-23

MET Metlife Inc Com1.1K shares0.00%2026-06-302026-07-23

Sponsored

AMT Amern Tower Corp Class A544 shares0.00%2026-06-302026-07-23

IBIT iShares Bitcoin Trust ETF2.6K shares178.95%2026-06-302026-07-23

FLQM Franklin US Mid Cap Mltfctr Idx ETF1.5K shares0.00%2026-06-302026-07-23

DON Wisdomtree US Midcap1.5K shares0.00%2026-06-302026-07-23

YOU CLEAR SECURE CL A ORD1.5K shares0.00%2026-06-302026-07-23

NKE Nike Inc Class B2.0K shares-11.46%2026-06-302026-07-23

VRTX Vertex Pharmaceuticals167 shares0.00%2026-06-302026-07-23

TIP iShares TIPS Bond ETF740 shares0.00%2026-06-302026-07-23

Sponsored

CRM Salesforce Com516 shares-11.34%2026-06-302026-07-23

BKNG Booking Holdings Inc450 shares1084.21%2026-06-302026-07-23

Agilent Technologies Inc Agilent Technologies Inc601 shares-9.90%2026-06-302026-07-23

PHM Pultegroup Inc563 shares0.00%2026-06-302026-07-23

SDY SPDR S&P Dividend ETF507 shares0.00%2026-06-302026-07-23

VO Vanguard MidCap ETF947 shares299.58%2026-06-302026-07-23

ROK Rockwell Automation Inc154 shares14.07%2026-06-302026-07-23

IWB Ishares Tr Russell186 shares0.00%2026-06-302026-07-23

Sponsored

J Jacobs Engineering Group Inc599 shares0.00%2026-06-302026-07-23

BR Broadridge Financial Solutions550 shares0.00%2026-06-302026-07-23

SLB Schlumberger Ltd.1.6K shares0.00%2026-06-302026-07-23

BX Blackstone Inc633 shares0.00%2026-06-302026-07-23

APD Air Prod & Chemicals Inc254 shares0.00%2026-06-302026-07-23

PRF PowerShares FTSE RAFI US 10001.4K shares0.00%2026-06-302026-07-23

ADSK Autodesk Inc378 shares0.00%2026-06-302026-07-23

GNRC Generac Holdings Inc250 shares0.00%2026-06-302026-07-23

Sponsored

DGX Quest Diagnostic Inc345 shares40.82%2026-06-302026-07-23

ITA iShares Aero & Def Indx300 shares0.00%2026-06-302026-07-23

Datadog Inc Datadog Inc279 shares0.00%2026-06-302026-07-23

Lab Cp Of Amer Hldg New Lab Cp Of Amer Hldg New259 shares0.00%2026-06-302026-07-23

SAP Sap Sponsored465 shares0.00%2026-06-302026-07-23

FVD First Tr Valu Line Divid1.5K shares0.00%2026-06-302026-07-23

AXON Axon Enterprise Inc127 shares0.00%2026-06-302026-07-23

3M Company 3M Company438 shares0.00%2026-06-302026-07-23

Sponsored

Service Now Inc Service Now Inc710 shares-2.74%2026-06-302026-07-23

ORI Old Republic Intl Corp1.7K shares0.00%2026-06-302026-07-23

VLO Valero Energy Corp New265 shares-27.40%2026-06-302026-07-23

XLE Sector SPDR Energy1.3K shares0.00%2026-06-302026-07-23

IQV Iqvia Hldgs Inc350 shares0.00%2026-06-302026-07-23

EXC Exelon Corporation1.4K shares0.00%2026-06-302026-07-23

CL Colgate-Palmolive Co727 shares0.00%2026-06-302026-07-23

PGR Progressive Corp Ohio305 shares0.00%2026-06-302026-07-23

Sponsored

HPQ Hewlett-Packard Company3.0K shares-8.01%2026-06-302026-07-23

VIG Vanguard Dividend272 shares-46.35%2026-06-302026-07-23

TGT Target Corporation492 shares0.20%2026-06-302026-07-23

XEL Xcel Energy Inc798 shares0.00%2026-06-302026-07-23

EPD Enterprise Prd Prtnrs Lp1.7K shares0.00%2026-06-302026-07-23

CEG Constellation Energy Co256 shares0.00%2026-06-302026-07-23

EA Electronic Arts Inc307 shares0.00%2026-06-302026-07-23

FIVE Five Below350 shares0.00%2026-06-302026-07-23

Sponsored

IVE iShares S&P 500 Value ETF276 shares0.00%2026-06-302026-07-23

AIRR First Trust RBA Amer Indl RenaisTM ETF469 shares0.00%2026-06-302026-07-23

JGRO JPMorgan Active Growth ETF630 shares0.00%2026-06-302026-07-23

VNQ Vanguard REIT640 shares-14.44%2026-06-302026-07-23

VOT Vanguard Mid-Cap Growth ETF200 shares0.00%2026-06-302026-07-23

TEL TE Connectivity297 shares0.00%2026-06-302026-07-23

SPG Simon Debartolo Group Reit266 shares0.00%2026-06-302026-07-23

UHS Universal Health Services Inc400 shares0.00%2026-06-302026-07-23

Sponsored

FTEC Fidelity MSCI Information Tech ETF206 shares0.00%2026-06-302026-07-23

MRVL Marvell Tech Group Ltd194 shares18.29%2026-06-302026-07-23

KMB Kimberly-Clark Corp523 shares-7.92%2026-06-302026-07-23

LNT Alliant Energy Corp752 shares0.00%2026-06-302026-07-23

WMB Williams Companies766 shares0.00%2026-06-302026-07-23

PEG Pub Svc Enterprise Group700 shares0.00%2026-06-302026-07-23

FNDX Schwab Fundamental US1.8K shares0.00%2026-06-302026-07-23

WSO Watsco Inc135 shares3.85%2026-06-302026-07-23

Sponsored

IEMG Ishares Core Msci674 shares0.00%2026-06-302026-07-23

IWF Ishares Tr Russell448 shares300.00%2026-06-302026-07-23

COWZ Pacer US Cash Cows 100 ETF889 shares0.00%2026-06-302026-07-23

SIRI Sirius XM Hldgs Inc1.9K shares0.00%2026-06-302026-07-23

SCHA Schwab US Small Cap Etf1.5K shares0.00%2026-06-302026-07-23

VXF Vanguard Extended Mkt222 shares0.00%2026-06-302026-07-23

PAYX Paychex Inc555 shares0.00%2026-06-302026-07-23

FAST Fastenal Company1.1K shares19.08%2026-06-302026-07-23

Sponsored

S&Pglobal Inc Com S&Pglobal Inc Com128 shares0.00%2026-06-302026-07-23

BDX Becton Dickinson & Co344 shares-9.23%2026-06-302026-07-23

CIBR First Trust NASDAQ Cybersecurity ETF579 shares0.00%2026-06-302026-07-23

KR Kroger Company920 shares0.00%2026-06-302026-07-23

FTNT Fortinet Inc326 shares0.00%2026-06-302026-07-23

Vanguard Russell 2000 ETF Vanguard Russell 2000 ETF410 shares0.00%2026-06-302026-07-23

USMV Ishares Edge Msci Min516 shares0.39%2026-06-302026-07-23

DFAI Dimensional International Cr Eq Mkt ETF1.2K shares0.00%2026-06-302026-07-23

Sponsored

Honeywell International Honeywell International221 sharesnew addition2026-06-302026-07-23

PSA Public Storage154 shares1300.00%2026-06-302026-07-23

AFG Amern Financial Gp350 shares-15.46%2026-06-302026-07-23

FNDF Schwab Fundamental Inl920 shares-6.12%2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC219 sharesnew addition2026-06-302026-07-23

SPYV SPDR Portfolio S&P 500 Value ETF796 shares0.00%2026-06-302026-07-23

VYMI Vanguard Intl Hi Div Yld Idx ETF492 shares0.00%2026-06-302026-07-23

HWM Howmet Aerospace Ord179 shares0.00%2026-06-302026-07-23

Sponsored

TFC Truist Finl Corp Com954 shares37.27%2026-06-302026-07-23

AEP Amer Electric Pwr Co Inc345 shares-17.07%2026-06-302026-07-23

LHX L3harris Technologies In161 shares0.00%2026-06-302026-07-23

AJG Arthur J Gallagher & Co202 shares5.21%2026-06-302026-07-23

OKE Oneok Inc516 shares0.00%2026-06-302026-07-23

TMUS T-Mobile US Inc265 shares-37.35%2026-06-302026-07-23

WAB Wabtec164 shares0.00%2026-06-302026-07-23

YUM YUM! Brands Inc274 shares0.00%2026-06-302026-07-23

Sponsored

ALL Allstate Corporation183 shares-12.02%2026-06-302026-07-23

USB U S Bancorp Del New705 shares0.00%2026-06-302026-07-23

ICE Intercontinental Exc345 shares0.00%2026-06-302026-07-23

MTG M G I C Investment Corp1.5K shares0.00%2026-06-302026-07-23

SUN Sunoco Inc626 shares0.00%2026-06-302026-07-23

GLD SPDR Gold Trust112 shares0.00%2026-06-302026-07-23

CHD Church & Dwight Co425 shares-23.70%2026-06-302026-07-23

Waste Management Inc Waste Management Inc184 shares0.00%2026-06-302026-07-23

Sponsored

VV Vanguard Large Cap Etf118 shares0.00%2026-06-302026-07-23

WPC W P Carey Inc567 sharesnew addition2026-06-302026-07-23

EGP Eastgroup Properties200 shares0.00%2026-06-302026-07-23

Freeport-McMoRan Freeport-McMoRan643 shares0.00%2026-06-302026-07-23

CNI Canadian National Railway335 shares0.00%2026-06-302026-07-23

RJF Raymond James Financial Inc258 shares0.00%2026-06-302026-07-23

Medtronic Inc Medtronic Inc493 shares33.97%2026-06-302026-07-23

MNST Monster Beverage Cor400 shares0.00%2026-06-302026-07-23

Sponsored

RACE Ferrari NV103 shares0.00%2026-06-302026-07-23

APG API Group Corp COM USD0.0001900 shares0.00%2026-06-302026-07-23

VIOO Vanguard S&P Small-Cap 600 ETF277 shares0.00%2026-06-302026-07-23

PRFZ Pwrshs Ftse Rafi US680 shares0.00%2026-06-302026-07-23

ENB Enbridge Inc Com691 shares0.00%2026-06-302026-07-23

American Airlines Group Inc American Airlines Group Inc2.0K shares0.00%2026-06-302026-07-23

DFEV Dimensional Emerging Markets Value ETF862 shares0.00%2026-06-302026-07-23

SHW Sherwin-Williams Co106 shares0.00%2026-06-302026-07-23

Sponsored

SCHK Schwab 1000 ETF1.0K shares0.00%2026-06-302026-07-23

REG Regency Centers Corp449 shares0.00%2026-06-302026-07-23

CLX Clorox Company374 shares0.00%2026-06-302026-07-23

ARM ARM Holdings PLC100 shares0.00%2026-06-302026-07-23

ALGN Align Technology Inc210 shares0.00%2026-06-302026-07-23

DES Wisdomtree Smallcap865 shares-13.50%2026-06-302026-07-23

RKT Rocket Cos Inc-Class A2.2K shares0.00%2026-06-302026-07-23

VNOM Viper Energy Inc808 shares0.00%2026-06-302026-07-23

Sponsored

HACK Purefunds ISE Cyber Security ETF325 shares0.00%2026-06-302026-07-23

EBAY Ebay Inc305 shares0.00%2026-06-302026-07-23

CTAS Cintas Corp200 shares0.00%2026-06-302026-07-23

EW Edwards Lifesciences Cp368 shares0.00%2026-06-302026-07-23

AVSC Avantis US Small Cap Equity ETF450 shares-36.17%2026-06-302026-07-23

CVNA Carvana Co500 shares400.00%2026-06-302026-07-23

QSR Restaurant Brands Intl450 shares0.00%2026-06-302026-07-23

NTES Netease.Com Inc Adr250 shares0.00%2026-06-302026-07-23

Sponsored

PYPL Paypal Holdings Inco735 shares-11.98%2026-06-302026-07-23

SPAC and New Issue ETF SPAC and New Issue ETF186 sharesnew addition2026-06-302026-07-23

CMI Cummins Inc44 shares0.00%2026-06-302026-07-23

RMBS Rambus Inc Del236 shares0.00%2026-06-302026-07-23

GM General Motors Corp405 shares-47.33%2026-06-302026-07-23

MAIN Main Street Capital600 shares0.00%2026-06-302026-07-23

ICVT iShares Convertible Bond ETF255 shares0.00%2026-06-302026-07-23

KMX Carmax Inc584 shares0.00%2026-06-302026-07-23

Sponsored

PPL Corp PPL Corp845 shares0.00%2026-06-302026-07-23

URI United Rentals Inc27 shares0.00%2026-06-302026-07-23

SCI Service Corp International402 shares0.00%2026-06-302026-07-23

Apollo Global Management Inc Apollo Global Management Inc257 shares0.00%2026-06-302026-07-23

TREX Trex Co Inc600 shares0.00%2026-06-302026-07-23

ATEN A10 Networks Inc800 shares0.00%2026-06-302026-07-23

PPG P P G Industries Inc238 shares0.00%2026-06-302026-07-23

MEDP Medpace Hldgs Inccom54 shares0.00%2026-06-302026-07-23

Sponsored

AVY Avery Dennison Corp176 shares0.00%2026-06-302026-07-23

XBI SPDR S&P Biotech ETF180 shares0.00%2026-06-302026-07-23

MO Altria Group Inc394 shares58.87%2026-06-302026-07-23

ROST Ross Stores Inc133 shares0.00%2026-06-302026-07-23

WAT Waters Corp75 shares0.00%2026-06-302026-07-23

FEDEX FREIGHT HOLDING COMPANY INC COMMON STOCK FEDEX FREIGHT HOLDING COMPANY INC COMMON STOCK182 sharesnew addition2026-06-302026-07-23

APH Amphenol Corp Cl A155 shares0.00%2026-06-302026-07-23

HSY Hershey Foods Corp155 shares-49.18%2026-06-302026-07-23

Sponsored

SHEL SHELL ADR EACH REP 2 ORD350 shares0.00%2026-06-302026-07-23

CTSH Cognizant Tech Sol Cl A700 shares0.00%2026-06-302026-07-23

VFH Vanguard Financials Etf205 shares0.00%2026-06-302026-07-23

IGRO iShares International Dividend Gr ETF305 shares-13.60%2026-06-302026-07-23

THG Hanover Insurance125 shares0.00%2026-06-302026-07-23

TRGP Targa Resources Corp98 shares0.00%2026-06-302026-07-23

IT Gartner Inc200 shares-34.21%2026-06-302026-07-23

DHI D.R. Horton Inc159 shares0.00%2026-06-302026-07-23

Sponsored

IYH iShares U.S. Healthcare ETF385 shares0.00%2026-06-302026-07-23

UYG ProShares Ultra Financials300 shares0.00%2026-06-302026-07-23

MKC McCormick & Co506 shares8.82%2026-06-302026-07-23

MELI Mercadolibre, Inc.15 shares0.00%2026-06-302026-07-23

WH Wyndham Hotels and Resorts300 shares0.00%2026-06-302026-07-23

NDSN Nordson Corp83 shares0.00%2026-06-302026-07-23

SNDK Sandisk Corp11 shares0.00%2026-06-302026-07-23

FBCG Fidelity Blue Chip Growth ETF400 shares0.00%2026-06-302026-07-23

Sponsored

IJS iShares S&P Small-Cap 600 Value ETF180 shares0.00%2026-06-302026-07-23

XLC Communication Services Sel Sect SPDR ETF227 shares0.00%2026-06-302026-07-23

TRMB Trimble Navigation Ltd475 shares0.00%2026-06-302026-07-23

WYNN Wynn Resorts245 shares0.00%2026-06-302026-07-23

CNQ Canadian Natural Resources Ltd600 shares0.00%2026-06-302026-07-23

XLF Sector SPDR Fincl Select439 shares0.00%2026-06-302026-07-23

AIQ Global X Artfcl Intlgc & Tech ETF358 shares0.00%2026-06-302026-07-23

FNDA Schwab Fundamental US612 shares0.00%2026-06-302026-07-23

Sponsored

IWO iShares Russell 2000 Growth59 shares0.00%2026-06-302026-07-23

CBOE Cboe Global Markets Inc95 shares0.00%2026-06-302026-07-23

DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF617 shares0.00%2026-06-302026-07-23

IR Ingersoll-Rand plc280 shares0.00%2026-06-302026-07-23

COKE Coca Cola Bottlg Co Cons120 shares0.00%2026-06-302026-07-23

HDEF Xtrackers MSCI EAFE High Div Yld Eq ETF714 shares0.71%2026-06-302026-07-23

TNL TRAVEL LEISURE ORD300 shares0.00%2026-06-302026-07-23

O Realty Income Corp370 shares-4.15%2026-06-302026-07-23

Sponsored

GPC Genuine Parts Co193 shares0.00%2026-06-302026-07-23

SCHB Schw US Brd Mkt Etf782 shares0.00%2026-06-302026-07-23

FERG Ferguson PLC95 shares0.00%2026-06-302026-07-23

Marriott Vacations Worldwide Corp Marriott Vacations Worldwide Corp220 shares0.00%2026-06-302026-07-23

COR Cortex Pharm New79 shares0.00%2026-06-302026-07-23

WDC Western Digital Corp35 shares0.00%2026-06-302026-07-23

TNET Trinet Group Inc450 shares0.00%2026-06-302026-07-23

DAL Delta Air Lines Inc236 shares0.00%2026-06-302026-07-23

Sponsored

GEN GenOn Energy Inc860 shares0.00%2026-06-302026-07-23

TDY Teledyne Technologies32 shares0.00%2026-06-302026-07-23

MDY SPDR S&P Mid Cap 400 ETF30 shares0.00%2026-06-302026-07-23

STE Steris Corp100 shares0.00%2026-06-302026-07-23

FE Firstenergy Corp442 shares0.00%2026-06-302026-07-23

BUD Anheuser Busch Co, Inc.255 shares0.00%2026-06-302026-07-23

Ionis Pharmaceuticals Inc Ionis Pharmaceuticals Inc265 shares-10.17%2026-06-302026-07-23

ES Eversource Energy290 shares45.73%2026-06-302026-07-23

Sponsored

Quanta Services Inc Quanta Services Inc29 shares0.00%2026-06-302026-07-23

TXRH Texas Roadhouse Inc108 shares0.00%2026-06-302026-07-23

CMG Chipotle Mexican Grill600 shares0.00%2026-06-302026-07-23

ST Sensata Tech425 shares0.00%2026-06-302026-07-23

SONY Sony Group Corp1.0K shares0.00%2026-06-302026-07-23

IMAX Imax Corp500 shares0.00%2026-06-302026-07-23

NVO Novo-Nordisk A-S Adr414 shares-22.47%2026-06-302026-07-23

CC Chemours Company963 shares0.00%2026-06-302026-07-23

Sponsored

COHR Coherent Inc50 shares0.00%2026-06-302026-07-23

WLY John Wiley & Sons Inc400 shares0.00%2026-06-302026-07-23

Allison Transmission Holdings Inc Allison Transmission Holdings Inc172 shares0.00%2026-06-302026-07-23

EPI Wisdomtree India448 shares0.00%2026-06-302026-07-23

OABI OmniAb Inc7.7K shares0.00%2026-06-302026-07-23

PAYC Paycom Software Inc150 shares0.00%2026-06-302026-07-23

CAH Cardinal Health Inc79 shares0.00%2026-06-302026-07-23

DOV Dover Corporation83 shares0.00%2026-06-302026-07-23

Sponsored

HR Healthcare Realty Trust900 shares0.00%2026-06-302026-07-23

SMFG Sumitomo Mitsu Finl750 shares0.00%2026-06-302026-07-23

BIIB Biogen Idec Inc81 shares0.00%2026-06-302026-07-23

IWD iShares Russell 1000 Value ETF72 shares0.00%2026-06-302026-07-23

PKG Packaging Corp Of Amer73 shares0.00%2026-06-302026-07-23

WSM Williams Sonoma74 shares0.00%2026-06-302026-07-23

IBKR Interactive Brokers Group Inc196 shares0.00%2026-06-302026-07-23

DB Deutsche Bank New Ord F Registered Shar500 shares0.00%2026-06-302026-07-23

Sponsored

SNY Sanofi-Aventis Sponsored Adr388 shares-16.38%2026-06-302026-07-23

AeroVironment Inc AeroVironment Inc100 shares0.00%2026-06-302026-07-23

MGEE MGE Energy Inc200 shares0.00%2026-06-302026-07-23

PNC P N C Bank Corp66 shares0.00%2026-06-302026-07-23

PAVE Global X US Infra273 shares0.00%2026-06-302026-07-23

PFG Principal Financial Grp149 shares0.00%2026-06-302026-07-23

INTU Intuit Inc61 shares-26.51%2026-06-302026-07-23

FNDE Schwab Funda Emg Mkts400 shares0.00%2026-06-302026-07-23

Sponsored

VIGI Vanguard Intl Div Apprec ETF170 shares0.00%2026-06-302026-07-23

TPL Texas Pacific Land Corp36 shares0.00%2026-06-302026-07-23

CAVA CAVA GROUP ORD200 shares0.00%2026-06-302026-07-23

CHTR Charter Communications110 shares0.00%2026-06-302026-07-23

KNX Knight Trans Inc200 shares0.00%2026-06-302026-07-23

SCHF Schw Intl Eq Etf560 shares0.18%2026-06-302026-07-23

NUE Nucor Corp69 shares0.00%2026-06-302026-07-23

RDVY First Trust Rising Dividend Achiev ETF189 shares0.00%2026-06-302026-07-23

Sponsored

PENG Penguin Solutions Inc200 shares0.00%2026-06-302026-07-23

VDE Vanguard Energy Etf100 shares0.00%2026-06-302026-07-23

DVA Davita Inc Com66 shares0.00%2026-06-302026-07-23

PNR Pentair Inc188 shares0.00%2026-06-302026-07-23

Fluor Corporation New Fluor Corporation New275 shares0.00%2026-06-302026-07-23

GPI Group 1 Automotive Inc49 shares0.00%2026-06-302026-07-23

SDVY First Trust SMID Cap Rising Dividend Achievers ETF329 shares0.00%2026-06-302026-07-23

FNF Fidelity Natl Finl Inc300 shares0.00%2026-06-302026-07-23

Sponsored

GlaxoSmithKline Plc ADR GlaxoSmithKline Plc ADR269 shares0.00%2026-06-302026-07-23

FNCL Fidelity MSCI Financials ETF184 shares0.00%2026-06-302026-07-23

TXT Textron Incorporated152 shares0.00%2026-06-302026-07-23

IHF iShares US Healthcare Providers ETF250 shares0.00%2026-06-302026-07-23

SLYV SPDR S&P 600 Small Cap127 shares0.79%2026-06-302026-07-23

SXT Sensient Technologies Corp110 shares0.00%2026-06-302026-07-23

MFC Manulife Financial Corpf331 shares0.00%2026-06-302026-07-23

LEA Lear Corp100 shares0.00%2026-06-302026-07-23

Sponsored

POWI Power Integrations Inc160 shares0.00%2026-06-302026-07-23

PNW Pinnacle West Capital Cp125 shares0.00%2026-06-302026-07-23

PRKS United Parks & Resorts Inc280 shares0.00%2026-06-302026-07-23

Nxp Semiconductors Nxp Semiconductors47 shares0.00%2026-06-302026-07-23

AAPL

Apple Inc

-2.29%

Shares182.0K

Event2026-06-30

Filed2026-07-23

JP Morgan Chase & Co

-1.58%

Shares118.0K

Event2026-06-30

Filed2026-07-23

Raytheon Technologies Ord

-1.77%

Shares179.5K

Event2026-06-30

Filed2026-07-23

Deere & Co

-2.21%

Shares52.8K

Event2026-06-30

Filed2026-07-23

GOOGL

Alphabet Inc Class A

-0.67%

Shares91.4K

Event2026-06-30

Filed2026-07-23

MSFT

Microsoft Corp

0.03%

Shares85.1K

Event2026-06-30

Filed2026-07-23

Travelers Companies Inc

-1.35%

Shares93.3K

Event2026-06-30

Filed2026-07-23

WMT

Wal-Mart Stores Inc

-2.26%

Shares264.8K

Event2026-06-30

Filed2026-07-23

JNJ

Johnson & Johnson

-0.84%

Shares113.9K

Event2026-06-30

Filed2026-07-23

DKS

Dick's Sporting Goods

-1.59%

Shares126.0K

Event2026-06-30

Filed2026-07-23

Visa Inc

0.04%

Shares82.2K

Event2026-06-30

Filed2026-07-23

CACI

CACI International

-1.45%

Shares60.4K

Event2026-06-30

Filed2026-07-23

IBM

International Business Machines

-0.06%

Shares97.4K

Event2026-06-30

Filed2026-07-23

MCK

McKesson Corporation

-0.81%

Shares36.2K

Event2026-06-30

Filed2026-07-23

WFC

Wells Fargo & Co

-1.05%

Shares325.2K

Event2026-06-30

Filed2026-07-23

AMGN

Amgen Incorporated

-0.88%

Shares70.3K

Event2026-06-30

Filed2026-07-23

VTR

Ventas Inc

-0.90%

Shares275.1K

Event2026-06-30

Filed2026-07-23

SYK

Stryker Corp

0.92%

Shares70.2K

Event2026-06-30

Filed2026-07-23

Nextera Energy Inc

-0.24%

Shares248.8K

Event2026-06-30

Filed2026-07-23

KMI

Kinder Morgan Inc

-0.06%

Shares680.7K

Event2026-06-30

Filed2026-07-23

CARR

Carrier Global Corp

-0.46%

Shares294.8K

Event2026-06-30

Filed2026-07-23

LIN

Linde PLC

-0.01%

Shares35.7K

Event2026-06-30

Filed2026-07-23

Coca Cola Company

-0.61%

Shares226.5K

Event2026-06-30

Filed2026-07-23

ADP

Auto Data Processing

-1.29%

Shares80.2K

Event2026-06-30

Filed2026-07-23

ELV

Elevance Health Inc

-0.15%

Shares44.9K

Event2026-06-30

Filed2026-07-23

CDNS

Cadence Design System

109.70%

Shares45.6K

Event2026-06-30

Filed2026-07-23

QNITY ELECTRONICS INC

3.39%

Shares102.3K

Event2026-06-30

Filed2026-07-23

SYY

Sysco Corporation

-1.30%

Shares189.8K

Event2026-06-30

Filed2026-07-23

Goldman Sachs Group Inc

200.78%

Shares15.1K

Event2026-06-30

Filed2026-07-23

CHKP

Check Point Software Tech

-7.17%

Shares115.0K

Event2026-06-30

Filed2026-07-23

Oracle Corporation

-0.35%

Shares86.1K

Event2026-06-30

Filed2026-07-23

PFE

Pfizer Incorporated

-3.07%

Shares502.9K

Event2026-06-30

Filed2026-07-23

iShares Core S&P 500 ETF

0.20%

Shares15.8K

Event2026-06-30

Filed2026-07-23

RVTY

Revvity Inc

-4.59%

Shares103.5K

Event2026-06-30

Filed2026-07-23

OMC

Omnicom Group Inc

-9.96%

Shares132.2K

Event2026-06-30

Filed2026-07-23

OTIS

OTIS Worldwide Corp

-15.08%

Shares127.6K

Event2026-06-30

Filed2026-07-23

DuPont De Nemours Inc

New

Shares65.5K

Event2026-06-30

Filed2026-07-23

AT&T Inc

-0.16%

Shares428.8K

Event2026-06-30

Filed2026-07-23

BWA

BorgWarner

0.35%

Shares132.7K

Event2026-06-30

Filed2026-07-23

DIS

Walt Disney Co

-19.95%

Shares85.2K

Event2026-06-30

Filed2026-07-23

Boeing Co

-0.20%

Shares37.9K

Event2026-06-30

Filed2026-07-23

Accenture Ltd

-6.11%

Shares65.9K

Event2026-06-30

Filed2026-07-23

NVDA

Nvidia Corp

-0.21%

Shares28.3K

Event2026-06-30

Filed2026-07-23

UPS

United Parcel Service

-19.18%

Shares45.2K

Event2026-06-30

Filed2026-07-23

Corteva Inc

-7.65%

Shares52.2K

Event2026-06-30

Filed2026-07-23

IJR

iShares Core S&P Small-Cap ETF

-1.32%

Shares26.4K

Event2026-06-30

Filed2026-07-23

CAT

Caterpillar Inc

-1.05%

Shares3.4K

Event2026-06-30

Filed2026-07-23

PHIN

Phinia Inc

-1.10%

Shares41.2K

Event2026-06-30

Filed2026-07-23

LLY

Eli Lilly & Company

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-23

IJH

iShares Core S&P Mid-Cap ETF

-1.75%

Shares43.5K

Event2026-06-30

Filed2026-07-23

TROW

T Rowe Price Group

-58.97%

Shares29.0K

Event2026-06-30

Filed2026-07-23

AMZN

Amazon Com Inc

0.98%

Shares13.2K

Event2026-06-30

Filed2026-07-23

DHR

Danaher Corp Del

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-23

GOOG

Alphabet Inc Class C

-0.31%

Shares7.7K

Event2026-06-30

Filed2026-07-23

Zoetis Inc

-53.49%

Shares33.7K

Event2026-06-30

Filed2026-07-23

BRK.B

Berkshire Hathaway Class B

8.35%

Shares3.9K

Event2026-06-30

Filed2026-07-23

SPDR S&P 500 Index ETF

-2.02%

Shares2.5K

Event2026-06-30

Filed2026-07-23

TSM

Taiwan Semiconductr ADR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-23

Cisco Systems Inc

-0.59%

Shares13.4K

Event2026-06-30

Filed2026-07-23

Home Depot Inc

-2.02%

Shares4.1K

Event2026-06-30

Filed2026-07-23

GIS

General Mills Inc

-66.12%

Shares41.0K

Event2026-06-30

Filed2026-07-23

Palantir Technologies Inc

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-23

Broadcom Ltd

0.14%

Shares3.7K

Event2026-06-30

Filed2026-07-23

Procter & Gamble Co

1.62%

Shares9.1K

Event2026-06-30

Filed2026-07-23

Costco Wholesale Corp

-1.05%

Shares1.4K

Event2026-06-30

Filed2026-07-23

Adobe Systems Inc

-72.69%

Shares6.2K

Event2026-06-30

Filed2026-07-23

Vanguard Total Stock Market

-9.94%

Shares3.3K

Event2026-06-30

Filed2026-07-23

VYM

Vanguard High Dividend

-1.29%

Shares7.7K

Event2026-06-30

Filed2026-07-23

Meta Platforms Inc

-46.13%

Shares1.9K

Event2026-06-30

Filed2026-07-23

LMT

Lockheed Martin Corp

-4.19%

Shares1.7K

Event2026-06-30

Filed2026-07-23

PANW

Palo Alto Networks

25.06%

Shares2.5K

Event2026-06-30

Filed2026-07-23

Abbvie Inc

2.22%

Shares3.3K

Event2026-06-30

Filed2026-07-23

TSLA

Tesla Motors Inc

2.76%

Shares1.9K

Event2026-06-30

Filed2026-07-23

Mastercard Inc

-4.06%

Shares1.5K

Event2026-06-30

Filed2026-07-23

MAR

Marriott International Inc

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

AXP

American Express Company

0.95%

Shares1.9K

Event2026-06-30

Filed2026-07-23

Applied Materials Inc

0.00%

Shares895

Event2026-06-30

Filed2026-07-23

RDNT

RadNet Inc

-2.81%

Shares10.4K

Event2026-06-30

Filed2026-07-23

BCPC

Balchem Corp

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

EVLV

EVOLV TECHNOLOGIES HOLDINGS CL A ORD

0.00%

Shares105.6K

Event2026-06-30

Filed2026-07-23

MRK

Merck & Co. Inc.

4.91%

Shares4.7K

Event2026-06-30

Filed2026-07-23

ASML

Asml Holding N V New York Shs

0.00%

Shares287

Event2026-06-30

Filed2026-07-23

DUK

Duke Energy Corporation

2.15%

Shares4.3K

Event2026-06-30

Filed2026-07-23

FTV

Fortive Corporation

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-23

INTC

Intel Corp

7.16%

Shares3.7K

Event2026-06-30

Filed2026-07-23

Chubb Corporation

-27.63%

Shares1.5K

Event2026-06-30

Filed2026-07-23

LGND

Ligand Pharm Inc Cl B

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

LRCX

Lam Research Corp

-1.72%

Shares1.1K

Event2026-06-30

Filed2026-07-23

RSP

Invesco S&P 500 Equal Weight ETF

-2.15%

Shares2.3K

Event2026-06-30

Filed2026-07-23

VLTO

VERALTO ORD WI

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-23

VOO

Vanguard S&P 500 ETF

-25.33%

Shares678

Event2026-06-30

Filed2026-07-23

SNA

Snap On Inc

2.23%

Shares1.1K

Event2026-06-30

Filed2026-07-23

EFA

iShares MSCI EAFE Index

-1.75%

Shares4.2K

Event2026-06-30

Filed2026-07-23

NSC

Norfolk Southern Corp

4.62%

Shares1.4K

Event2026-06-30

Filed2026-07-23

COF

Capital One Financial

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

Seagate Technology

0.00%

Shares440

Event2026-06-30

Filed2026-07-23

State Street SPDR Portfolio S&P 500 ETF

0.04%

Shares4.8K

Event2026-06-30

Filed2026-07-23

CVX

Chevron Corp

0.60%

Shares2.5K

Event2026-06-30

Filed2026-07-23

SOXX

iShares PHLX Semiconductor ETF

0.00%

Shares645

Event2026-06-30

Filed2026-07-23

COP

Conocophillips

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

TXN

Texas Instruments Inc

1.97%

Shares1.3K

Event2026-06-30

Filed2026-07-23

DOW

Dow Inc

-61.39%

Shares14.7K

Event2026-06-30

Filed2026-07-23

BAC

Bank of America Corp

-7.46%

Shares7.0K

Event2026-06-30

Filed2026-07-23

Verizon Communications

1.45%

Shares8.8K

Event2026-06-30

Filed2026-07-23

XLK

Sector Spdr Tech Select

-4.93%

Shares1.9K

Event2026-06-30

Filed2026-07-23

CSX

CSX Corp

0.01%

Shares7.7K

Event2026-06-30

Filed2026-07-23

Ishares Core Msci Eafe

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

ICF

iShares Cohen & Steers REIT ETF

-7.06%

Shares5.3K

Event2026-06-30

Filed2026-07-23

ABT

Abbott Laboratories

1.90%

Shares3.9K

Event2026-06-30

Filed2026-07-23

MCD

Mc Donalds Corp

0.31%

Shares1.3K

Event2026-06-30

Filed2026-07-23

CIEN

Ciena Corp

0.00%

Shares700

Event2026-06-30

Filed2026-07-23

Unitedhealth Group Inc

-3.58%

Shares807

Event2026-06-30

Filed2026-07-23

AMD

Advanced Micro Devices

0.00%

Shares570

Event2026-06-30

Filed2026-07-23

PEP

Pepsico Incorporated

-6.18%

Shares2.4K

Event2026-06-30

Filed2026-07-23

NVS

Novartis AG ADR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

Netflix Inc

-4.05%

Shares4.5K

Event2026-06-30

Filed2026-07-23

QQQ

Invesco QQQ Trust

20.40%

Shares425

Event2026-06-30

Filed2026-07-23

QCOM

Qualcomm Inc

-6.48%

Shares1.7K

Event2026-06-30

Filed2026-07-23

DVY

iShares Select Dividend ETF

-4.65%

Shares1.9K

Event2026-06-30

Filed2026-07-23

WEC

WEC Energy Group

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

HUBB

Hubbell Inc

0.00%

Shares580

Event2026-06-30

Filed2026-07-23

KLAC

K L A Tencor Corp

900.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

IVW

iShares Tr S&P 500/ Growth Index Fd

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

ADI

Analog Devices Inc

0.00%

Shares731

Event2026-06-30

Filed2026-07-23

SCHW

The Charles Schwab Corp

0.10%

Shares3.1K

Event2026-06-30

Filed2026-07-23

DELL

Dell Inc

0.00%

Shares646

Event2026-06-30

Filed2026-07-23

Parker Hannifin Corp

4.03%

Shares284

Event2026-06-30

Filed2026-07-23

WELL

Welltower Inc

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

VBK

Vanguard Small Cap Grwth

0.00%

Shares727

Event2026-06-30

Filed2026-07-23

CVS

CVS Corp

10.46%

Shares2.5K

Event2026-06-30

Filed2026-07-23

VGT

Vanguard Info Technology

700.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

ATO

Atmos Energy Corp

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

VTV

Vanguard Value

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

BAC-PL

Bank Of America PDF Conv 7.25

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

BRNY

Burney U.S. Factor Rotation ETF

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-23

Morgan Stanley

5.25%

Shares1.1K

Event2026-06-30

Filed2026-07-23

Citigroup

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

Sector Spdr Util Select

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-23

DIA

Diamonds Trust Series I

0.00%

Shares442

Event2026-06-30

Filed2026-07-23

Johnson Controls Inc

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

AIVL

WisdomTree US Dividend ex-Financials ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

LOW

Lowes Companies Inc

-2.94%

Shares990

Event2026-06-30

Filed2026-07-23

BLK

Blackrock Inc

-0.44%

Shares225

Event2026-06-30

Filed2026-07-23

RAL

Ralston Purina Group

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

UNP

Union Pacific Corp Trades With

0.00%

Shares782

Event2026-06-30

Filed2026-07-23

Astrazeneca Plc Adr F Sponsored Adr

-2.18%

Shares1.1K

Event2026-06-30

Filed2026-07-23

SCHX

Schw US Lcap Etf

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-23

NOC

Northrop Grumman Corp

0.00%

Shares413

Event2026-06-30

Filed2026-07-23

QUAL

Ishars Edg Msci Usa Qlty

0.00%

Shares950

Event2026-06-30

Filed2026-07-23

SBUX

Starbucks Corp

-2.90%

Shares2.0K

Event2026-06-30

Filed2026-07-23

VRT

Vertiv Holdings Co

0.00%

Shares613

Event2026-06-30

Filed2026-07-23

AEE

Ameren Corporation

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

Dominion Resources

0.17%

Shares3.0K

Event2026-06-30

Filed2026-07-23

IWM

iShares Russell 2000 ETF

-4.37%

Shares657

Event2026-06-30

Filed2026-07-23

General Electric Company

0.39%

Shares521

Event2026-06-30

Filed2026-07-23

ITOT

Ishares Total US Stock

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

GILD

Gilead Sciences Inc

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-23

XLV

SPDR Health Care Select Sector ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

ETN

Eaton Corporation

0.00%

Shares431

Event2026-06-30

Filed2026-07-23

HPE

Hewlett Packard Enterprise

0.05%

Shares4.0K

Event2026-06-30

Filed2026-07-23

VHT

Vanguard Health Care

0.00%

Shares603

Event2026-06-30

Filed2026-07-23

Ingersoll-Rand Company

0.00%

Shares364

Event2026-06-30

Filed2026-07-23

VBR

Vanguard Small Cap Value

0.14%

Shares733

Event2026-06-30

Filed2026-07-23

XLP

Sector Spdr Tr Con Stpls

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

TMO

Thermo Fisher Scientific

-16.91%

Shares344

Event2026-06-30

Filed2026-07-23

Bank Of New York Mellon

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

BMY

Bristol-Myers Squibb Co

4.61%

Shares2.8K

Event2026-06-30

Filed2026-07-23

MDLZ

Mondelez International

0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-23

SPSM

SPDR Portfolio S&P 600 Sm Cap ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

JLL

Jones Lang Lasalle Inc

0.00%

Shares504

Event2026-06-30

Filed2026-07-23

UBER

Uber Technologies Inc

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

MSI

Motorola Solutions Inc

0.00%

Shares374

Event2026-06-30

Filed2026-07-23

JBHT

J B Hunt Transport

0.00%

Shares532

Event2026-06-30

Filed2026-07-23

General Dynamics Corp

0.00%

Shares431

Event2026-06-30

Filed2026-07-23

Cigna Corp

-1.63%

Shares542

Event2026-06-30

Filed2026-07-23

FDL

First Trust Morningstar Div Leaders ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

SCHM

Charles Schwab US Mid Cap

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-23

CMCSA

Comcast Corp New Cl A

-2.27%

Shares5.8K

Event2026-06-30

Filed2026-07-23

MPC

Marathon Pete Corp

0.00%

Shares544

Event2026-06-30

Filed2026-07-23

TJX

T J X Cos Inc

0.00%

Shares899

Event2026-06-30

Filed2026-07-23

ISRG

Intuitive Surgical

0.00%

Shares341

Event2026-06-30

Filed2026-07-23

SCHD

Schwab US Dividend

0.40%

Shares4.3K

Event2026-06-30

Filed2026-07-23

VONG

Vanguard Russell 1000 Growth ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

GLW

Corning Inc

0.00%

Shares526

Event2026-06-30

Filed2026-07-23

Microchip Technology

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

IEV

iShares Europe ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

SPYG

Spdr S&P 500 Growth Etf

-19.83%

Shares1.1K

Event2026-06-30

Filed2026-07-23

ANET

Arista Networks Inc

0.00%

Shares762

Event2026-06-30

Filed2026-07-23

IHI

iShares US Medical Devices ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

Lumentum Holdings In

0.00%

Shares150

Event2026-06-30

Filed2026-07-23

DLR

Digital Realty Trust Inc

0.00%

Shares714

Event2026-06-30

Filed2026-07-23

GEV

Ge Vernova Llc Com

2.86%

Shares108

Event2026-06-30

Filed2026-07-23

VEA

Vanguard Europe Pac Etf

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

The Southern Company

0.54%

Shares1.3K

Event2026-06-30

Filed2026-07-23

Philip Morris Intl Inc

1.63%

Shares685

Event2026-06-30

Filed2026-07-23

Vanguard Small Cap Etf

0.00%

Shares407

Event2026-06-30

Filed2026-07-23

EMR

Emerson Electric Co

0.00%

Shares846

Event2026-06-30

Filed2026-07-23

PRU

Prudential Financial Inc

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

VLUE

iShares MSCI USA Value Factor ETF

0.00%

Shares594

Event2026-06-30

Filed2026-07-23

LSCC

Lattice Semiconductor Corp

0.00%

Shares775

Event2026-06-30

Filed2026-07-23

PTH

Invesco Dorsey Wright Healthcare MomtETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

Royal Caribbean Cruises

0.00%

Shares364

Event2026-06-30

Filed2026-07-23

REGN

Regeneron Pharms Inc

1750.00%

Shares185

Event2026-06-30

Filed2026-07-23

FDX

Fedex Corporation

4.27%

Shares366

Event2026-06-30

Filed2026-07-23

MTUM

iShares Edge MSCI USA

0.00%

Shares331

Event2026-06-30

Filed2026-07-23

Micron Technology Inc

0.00%

Shares98

Event2026-06-30

Filed2026-07-23

RSPT

Invesco S&P 500 Equal Weight Tech ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

ITW

Illinois Tool Works Inc

-3.56%

Shares406

Event2026-06-30

Filed2026-07-23

SPMD

SPDR Mid Cap ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

VOE

Vanguard Mid Cap Value

0.00%

Shares545

Event2026-06-30

Filed2026-07-23

VNT

VONTIER ORD WI

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-23

ORLY

O Reilly Automotive

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

Idexx Labs Inc

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

GIB

CGI Inc F

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

DHS

WisdomTree US High Dividend ETF

0.00%

Shares912

Event2026-06-30

Filed2026-07-23

CME

Chicago Mercantile Exch

0.00%

Shares469

Event2026-06-30

Filed2026-07-23

USRT

iShares Core US REIT ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

IGSB

iShares Short Term Corporate Bond

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

XLY

Spdr Fund Consumer

0.00%

Shares870

Event2026-06-30

Filed2026-07-23

IYR

iShares U.S. Real Estate ETF

-5.45%

Shares955

Event2026-06-30

Filed2026-07-23

RWR

SPDR Dow Jones REIT ETF

0.00%

Shares850

Event2026-06-30

Filed2026-07-23

DVN

Devon Energy Corp New

185.71%

Shares2.3K

Event2026-06-30

Filed2026-07-23

IAU

iShares Gold Trust

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

NDAQ

Nasdaq Stock Market Inc

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

ECL

Ecolab Inc

0.00%

Shares336

Event2026-06-30

Filed2026-07-23

GVI

iShares Barclays Interm Gov/Credit Bond Index

0.00%

Shares877

Event2026-06-30

Filed2026-07-23

PRK

Park National Corp

0.00%

Shares498

Event2026-06-30

Filed2026-07-23

NWBI

Northwest Bancshares Inc

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-23

FRT

Federal Realty REIT

0.00%

Shares732

Event2026-06-30

Filed2026-07-23

PSX

Phillips 66

0.00%

Shares531

Event2026-06-30

Filed2026-07-23

FXH

First Trust Health Care AlphaDEX ETF

0.00%

Shares728

Event2026-06-30

Filed2026-07-23

MET

Metlife Inc Com

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

AMT

Amern Tower Corp Class A

0.00%

Shares544

Event2026-06-30

Filed2026-07-23

IBIT

iShares Bitcoin Trust ETF

178.95%

Shares2.6K

Event2026-06-30

Filed2026-07-23

FLQM

Franklin US Mid Cap Mltfctr Idx ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

DON

Wisdomtree US Midcap

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

YOU

CLEAR SECURE CL A ORD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

NKE

Nike Inc Class B

-11.46%

Shares2.0K

Event2026-06-30

Filed2026-07-23

VRTX

Vertex Pharmaceuticals

0.00%

Shares167

Event2026-06-30

Filed2026-07-23

TIP

iShares TIPS Bond ETF

0.00%

Shares740

Event2026-06-30

Filed2026-07-23

CRM

Salesforce Com

-11.34%

Shares516

Event2026-06-30

Filed2026-07-23

BKNG

Booking Holdings Inc

1084.21%

Shares450

Event2026-06-30

Filed2026-07-23

Agilent Technologies Inc

-9.90%

Shares601

Event2026-06-30

Filed2026-07-23

PHM

Pultegroup Inc

0.00%

Shares563

Event2026-06-30

Filed2026-07-23

SDY

SPDR S&P Dividend ETF

0.00%

Shares507

Event2026-06-30

Filed2026-07-23

Vanguard MidCap ETF

299.58%

Shares947

Event2026-06-30

Filed2026-07-23

ROK

Rockwell Automation Inc

14.07%

Shares154

Event2026-06-30

Filed2026-07-23

IWB

Ishares Tr Russell

0.00%

Shares186

Event2026-06-30

Filed2026-07-23

Jacobs Engineering Group Inc

0.00%

Shares599

Event2026-06-30

Filed2026-07-23

Broadridge Financial Solutions

0.00%

Shares550

Event2026-06-30

Filed2026-07-23

SLB

Schlumberger Ltd.

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

Blackstone Inc

0.00%

Shares633

Event2026-06-30

Filed2026-07-23

APD

Air Prod & Chemicals Inc

0.00%

Shares254

Event2026-06-30

Filed2026-07-23

PRF

PowerShares FTSE RAFI US 1000

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

ADSK

Autodesk Inc

0.00%

Shares378

Event2026-06-30

Filed2026-07-23

GNRC

Generac Holdings Inc

0.00%

Shares250

Event2026-06-30

Filed2026-07-23

DGX

Quest Diagnostic Inc

40.82%

Shares345

Event2026-06-30

Filed2026-07-23

ITA

iShares Aero & Def Indx

0.00%

Shares300

Event2026-06-30

Filed2026-07-23

Datadog Inc

0.00%

Shares279

Event2026-06-30

Filed2026-07-23

Lab Cp Of Amer Hldg New

0.00%

Shares259

Event2026-06-30

Filed2026-07-23

SAP

Sap Sponsored

0.00%

Shares465

Event2026-06-30

Filed2026-07-23

FVD

First Tr Valu Line Divid

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

AXON

Axon Enterprise Inc

0.00%

Shares127

Event2026-06-30

Filed2026-07-23

3M Company

0.00%

Shares438

Event2026-06-30

Filed2026-07-23

Service Now Inc

-2.74%

Shares710

Event2026-06-30

Filed2026-07-23

ORI

Old Republic Intl Corp

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

VLO

Valero Energy Corp New

-27.40%

Shares265

Event2026-06-30

Filed2026-07-23

XLE

Sector SPDR Energy

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

IQV

Iqvia Hldgs Inc

0.00%

Shares350

Event2026-06-30

Filed2026-07-23

EXC

Exelon Corporation

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

Colgate-Palmolive Co

0.00%

Shares727

Event2026-06-30

Filed2026-07-23

PGR

Progressive Corp Ohio

0.00%

Shares305

Event2026-06-30

Filed2026-07-23

HPQ

Hewlett-Packard Company

-8.01%

Shares3.0K

Event2026-06-30

Filed2026-07-23

VIG

Vanguard Dividend

-46.35%

Shares272

Event2026-06-30

Filed2026-07-23

TGT

Target Corporation

0.20%

Shares492

Event2026-06-30

Filed2026-07-23

XEL

Xcel Energy Inc

0.00%

Shares798

Event2026-06-30

Filed2026-07-23

EPD

Enterprise Prd Prtnrs Lp

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

CEG

Constellation Energy Co

0.00%

Shares256

Event2026-06-30

Filed2026-07-23

Electronic Arts Inc

0.00%

Shares307

Event2026-06-30

Filed2026-07-23

FIVE

Five Below

0.00%

Shares350

Event2026-06-30

Filed2026-07-23

IVE

iShares S&P 500 Value ETF

0.00%

Shares276

Event2026-06-30

Filed2026-07-23

AIRR

First Trust RBA Amer Indl RenaisTM ETF

0.00%

Shares469

Event2026-06-30

Filed2026-07-23

JGRO

JPMorgan Active Growth ETF

0.00%

Shares630

Event2026-06-30

Filed2026-07-23

VNQ

Vanguard REIT

-14.44%

Shares640

Event2026-06-30

Filed2026-07-23

VOT

Vanguard Mid-Cap Growth ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

TEL

TE Connectivity

0.00%

Shares297

Event2026-06-30

Filed2026-07-23

SPG

Simon Debartolo Group Reit

0.00%

Shares266

Event2026-06-30

Filed2026-07-23

UHS

Universal Health Services Inc

0.00%

Shares400

Event2026-06-30

Filed2026-07-23

FTEC

Fidelity MSCI Information Tech ETF

0.00%

Shares206

Event2026-06-30

Filed2026-07-23

MRVL

Marvell Tech Group Ltd

18.29%

Shares194

Event2026-06-30

Filed2026-07-23

KMB

Kimberly-Clark Corp

-7.92%

Shares523

Event2026-06-30

Filed2026-07-23

LNT

Alliant Energy Corp

0.00%

Shares752

Event2026-06-30

Filed2026-07-23

WMB

Williams Companies

0.00%

Shares766

Event2026-06-30

Filed2026-07-23

PEG

Pub Svc Enterprise Group

0.00%

Shares700

Event2026-06-30

Filed2026-07-23

FNDX

Schwab Fundamental US

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

WSO

Watsco Inc

3.85%

Shares135

Event2026-06-30

Filed2026-07-23

IEMG

Ishares Core Msci

0.00%

Shares674

Event2026-06-30

Filed2026-07-23

IWF

Ishares Tr Russell

300.00%

Shares448

Event2026-06-30

Filed2026-07-23

COWZ

Pacer US Cash Cows 100 ETF

0.00%

Shares889

Event2026-06-30

Filed2026-07-23

SIRI

Sirius XM Hldgs Inc

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

SCHA

Schwab US Small Cap Etf

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

VXF

Vanguard Extended Mkt

0.00%

Shares222

Event2026-06-30

Filed2026-07-23

PAYX

Paychex Inc

0.00%

Shares555

Event2026-06-30

Filed2026-07-23

FAST

Fastenal Company

19.08%

Shares1.1K

Event2026-06-30

Filed2026-07-23

S&Pglobal Inc Com

0.00%

Shares128

Event2026-06-30

Filed2026-07-23

BDX

Becton Dickinson & Co

-9.23%

Shares344

Event2026-06-30

Filed2026-07-23

CIBR

First Trust NASDAQ Cybersecurity ETF

0.00%

Shares579

Event2026-06-30

Filed2026-07-23

Kroger Company

0.00%

Shares920

Event2026-06-30

Filed2026-07-23

FTNT

Fortinet Inc

0.00%

Shares326

Event2026-06-30

Filed2026-07-23

Vanguard Russell 2000 ETF

0.00%

Shares410

Event2026-06-30

Filed2026-07-23

USMV

Ishares Edge Msci Min

0.39%

Shares516

Event2026-06-30

Filed2026-07-23

DFAI

Dimensional International Cr Eq Mkt ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

Honeywell International

New

Shares221

Event2026-06-30

Filed2026-07-23

PSA

Public Storage

1300.00%

Shares154

Event2026-06-30

Filed2026-07-23

AFG

Amern Financial Gp

-15.46%

Shares350

Event2026-06-30

Filed2026-07-23

FNDF

Schwab Fundamental Inl

-6.12%

Shares920

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares219

Event2026-06-30

Filed2026-07-23

SPYV

SPDR Portfolio S&P 500 Value ETF

0.00%

Shares796

Event2026-06-30

Filed2026-07-23

VYMI

Vanguard Intl Hi Div Yld Idx ETF

0.00%

Shares492

Event2026-06-30

Filed2026-07-23

HWM

Howmet Aerospace Ord

0.00%

Shares179

Event2026-06-30

Filed2026-07-23

TFC

Truist Finl Corp Com

37.27%

Shares954

Event2026-06-30

Filed2026-07-23

AEP

Amer Electric Pwr Co Inc

-17.07%

Shares345

Event2026-06-30

Filed2026-07-23

LHX

L3harris Technologies In

0.00%

Shares161

Event2026-06-30

Filed2026-07-23

AJG

Arthur J Gallagher & Co

5.21%

Shares202

Event2026-06-30

Filed2026-07-23

OKE

Oneok Inc

0.00%

Shares516

Event2026-06-30

Filed2026-07-23

TMUS

T-Mobile US Inc

-37.35%

Shares265

Event2026-06-30

Filed2026-07-23

WAB

Wabtec

0.00%

Shares164

Event2026-06-30

Filed2026-07-23

YUM

YUM! Brands Inc

0.00%

Shares274

Event2026-06-30

Filed2026-07-23

ALL

Allstate Corporation

-12.02%

Shares183

Event2026-06-30

Filed2026-07-23

USB

U S Bancorp Del New

0.00%

Shares705

Event2026-06-30

Filed2026-07-23

ICE

Intercontinental Exc

0.00%

Shares345

Event2026-06-30

Filed2026-07-23

MTG

M G I C Investment Corp

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

SUN

Sunoco Inc

0.00%

Shares626

Event2026-06-30

Filed2026-07-23

GLD

SPDR Gold Trust

0.00%

Shares112

Event2026-06-30

Filed2026-07-23

CHD

Church & Dwight Co

-23.70%

Shares425

Event2026-06-30

Filed2026-07-23

Waste Management Inc

0.00%

Shares184

Event2026-06-30

Filed2026-07-23

Vanguard Large Cap Etf

0.00%

Shares118

Event2026-06-30

Filed2026-07-23

WPC

W P Carey Inc

New

Shares567

Event2026-06-30

Filed2026-07-23

EGP

Eastgroup Properties

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

Freeport-McMoRan

0.00%

Shares643

Event2026-06-30

Filed2026-07-23

CNI

Canadian National Railway

0.00%

Shares335

Event2026-06-30

Filed2026-07-23

RJF

Raymond James Financial Inc

0.00%

Shares258

Event2026-06-30

Filed2026-07-23

Medtronic Inc

33.97%

Shares493

Event2026-06-30

Filed2026-07-23

MNST

Monster Beverage Cor

0.00%

Shares400

Event2026-06-30

Filed2026-07-23

RACE

Ferrari NV

0.00%

Shares103

Event2026-06-30

Filed2026-07-23

APG

API Group Corp COM USD0.0001

0.00%

Shares900

Event2026-06-30

Filed2026-07-23

VIOO

Vanguard S&P Small-Cap 600 ETF

0.00%

Shares277

Event2026-06-30

Filed2026-07-23

PRFZ

Pwrshs Ftse Rafi US

0.00%

Shares680

Event2026-06-30

Filed2026-07-23

ENB

Enbridge Inc Com

0.00%

Shares691

Event2026-06-30

Filed2026-07-23

American Airlines Group Inc

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

DFEV

Dimensional Emerging Markets Value ETF

0.00%

Shares862

Event2026-06-30

Filed2026-07-23

SHW

Sherwin-Williams Co

0.00%

Shares106

Event2026-06-30

Filed2026-07-23

SCHK

Schwab 1000 ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

REG

Regency Centers Corp

0.00%

Shares449

Event2026-06-30

Filed2026-07-23

CLX

Clorox Company

0.00%

Shares374

Event2026-06-30

Filed2026-07-23

ARM

ARM Holdings PLC

0.00%

Shares100

Event2026-06-30

Filed2026-07-23

ALGN

Align Technology Inc

0.00%

Shares210

Event2026-06-30

Filed2026-07-23

DES

Wisdomtree Smallcap

-13.50%

Shares865

Event2026-06-30

Filed2026-07-23

RKT

Rocket Cos Inc-Class A

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

VNOM

Viper Energy Inc

0.00%

Shares808

Event2026-06-30

Filed2026-07-23

HACK

Purefunds ISE Cyber Security ETF

0.00%

Shares325

Event2026-06-30

Filed2026-07-23

EBAY

Ebay Inc

0.00%

Shares305

Event2026-06-30

Filed2026-07-23

CTAS

Cintas Corp

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

Edwards Lifesciences Cp

0.00%

Shares368

Event2026-06-30

Filed2026-07-23

AVSC

Avantis US Small Cap Equity ETF

-36.17%

Shares450

Event2026-06-30

Filed2026-07-23

CVNA

Carvana Co

400.00%

Shares500

Event2026-06-30

Filed2026-07-23

QSR

Restaurant Brands Intl

0.00%

Shares450

Event2026-06-30

Filed2026-07-23

NTES

Netease.Com Inc Adr

0.00%

Shares250

Event2026-06-30

Filed2026-07-23

PYPL

Paypal Holdings Inco

-11.98%

Shares735

Event2026-06-30

Filed2026-07-23

SPAC and New Issue ETF

New

Shares186

Event2026-06-30

Filed2026-07-23

CMI

Cummins Inc

0.00%

Shares44

Event2026-06-30

Filed2026-07-23

RMBS

Rambus Inc Del

0.00%

Shares236

Event2026-06-30

Filed2026-07-23

General Motors Corp

-47.33%

Shares405

Event2026-06-30

Filed2026-07-23

MAIN

Main Street Capital

0.00%

Shares600

Event2026-06-30

Filed2026-07-23

ICVT

iShares Convertible Bond ETF

0.00%

Shares255

Event2026-06-30

Filed2026-07-23

KMX

Carmax Inc

0.00%

Shares584

Event2026-06-30

Filed2026-07-23

PPL Corp

0.00%

Shares845

Event2026-06-30

Filed2026-07-23

URI

United Rentals Inc

0.00%

Shares27

Event2026-06-30

Filed2026-07-23

SCI

Service Corp International

0.00%

Shares402

Event2026-06-30

Filed2026-07-23

Apollo Global Management Inc

0.00%

Shares257

Event2026-06-30

Filed2026-07-23

TREX

Trex Co Inc

0.00%

Shares600

Event2026-06-30

Filed2026-07-23

ATEN

A10 Networks Inc

0.00%

Shares800

Event2026-06-30

Filed2026-07-23

PPG

P P G Industries Inc

0.00%

Shares238

Event2026-06-30

Filed2026-07-23

MEDP

Medpace Hldgs Inccom

0.00%

Shares54

Event2026-06-30

Filed2026-07-23

AVY

Avery Dennison Corp

0.00%

Shares176

Event2026-06-30

Filed2026-07-23

XBI

SPDR S&P Biotech ETF

0.00%

Shares180

Event2026-06-30

Filed2026-07-23

Altria Group Inc

58.87%

Shares394

Event2026-06-30

Filed2026-07-23

ROST

Ross Stores Inc

0.00%

Shares133

Event2026-06-30

Filed2026-07-23

WAT

Waters Corp

0.00%

Shares75

Event2026-06-30

Filed2026-07-23

FEDEX FREIGHT HOLDING COMPANY INC COMMON STOCK

New

Shares182

Event2026-06-30

Filed2026-07-23

APH

Amphenol Corp Cl A

0.00%

Shares155

Event2026-06-30

Filed2026-07-23

HSY

Hershey Foods Corp

-49.18%

Shares155

Event2026-06-30

Filed2026-07-23

SHEL

SHELL ADR EACH REP 2 ORD

0.00%

Shares350

Event2026-06-30

Filed2026-07-23

CTSH

Cognizant Tech Sol Cl A

0.00%

Shares700

Event2026-06-30

Filed2026-07-23

VFH

Vanguard Financials Etf

0.00%

Shares205

Event2026-06-30

Filed2026-07-23

IGRO

iShares International Dividend Gr ETF

-13.60%

Shares305

Event2026-06-30

Filed2026-07-23

THG

Hanover Insurance

0.00%

Shares125

Event2026-06-30

Filed2026-07-23

TRGP

Targa Resources Corp

0.00%

Shares98

Event2026-06-30

Filed2026-07-23

Gartner Inc

-34.21%

Shares200

Event2026-06-30

Filed2026-07-23

DHI

D.R. Horton Inc

0.00%

Shares159

Event2026-06-30

Filed2026-07-23

IYH

iShares U.S. Healthcare ETF

0.00%

Shares385

Event2026-06-30

Filed2026-07-23

UYG

ProShares Ultra Financials

0.00%

Shares300

Event2026-06-30

Filed2026-07-23

MKC

McCormick & Co

8.82%

Shares506

Event2026-06-30

Filed2026-07-23

MELI

Mercadolibre, Inc.

0.00%

Shares15

Event2026-06-30

Filed2026-07-23

Wyndham Hotels and Resorts

0.00%

Shares300

Event2026-06-30

Filed2026-07-23

NDSN

Nordson Corp

0.00%

Shares83

Event2026-06-30

Filed2026-07-23

SNDK

Sandisk Corp

0.00%

Shares11

Event2026-06-30

Filed2026-07-23

FBCG

Fidelity Blue Chip Growth ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-23

IJS

iShares S&P Small-Cap 600 Value ETF

0.00%

Shares180

Event2026-06-30

Filed2026-07-23

XLC

Communication Services Sel Sect SPDR ETF

0.00%

Shares227

Event2026-06-30

Filed2026-07-23

TRMB

Trimble Navigation Ltd

0.00%

Shares475

Event2026-06-30

Filed2026-07-23

WYNN

Wynn Resorts

0.00%

Shares245

Event2026-06-30

Filed2026-07-23

CNQ

Canadian Natural Resources Ltd

0.00%

Shares600

Event2026-06-30

Filed2026-07-23

XLF

Sector SPDR Fincl Select

0.00%

Shares439

Event2026-06-30

Filed2026-07-23

AIQ

Global X Artfcl Intlgc & Tech ETF

0.00%

Shares358

Event2026-06-30

Filed2026-07-23

FNDA

Schwab Fundamental US

0.00%

Shares612

Event2026-06-30

Filed2026-07-23

IWO

iShares Russell 2000 Growth

0.00%

Shares59

Event2026-06-30

Filed2026-07-23

CBOE

Cboe Global Markets Inc

0.00%

Shares95

Event2026-06-30

Filed2026-07-23

DFIC

DIMENSIONAL INTERN CORE EQUITY 2 ETF

0.00%

Shares617

Event2026-06-30

Filed2026-07-23

Ingersoll-Rand plc

0.00%

Shares280

Event2026-06-30

Filed2026-07-23

COKE

Coca Cola Bottlg Co Cons

0.00%

Shares120

Event2026-06-30

Filed2026-07-23

HDEF

Xtrackers MSCI EAFE High Div Yld Eq ETF

0.71%

Shares714

Event2026-06-30

Filed2026-07-23

TNL

TRAVEL LEISURE ORD

0.00%

Shares300

Event2026-06-30

Filed2026-07-23

Realty Income Corp

-4.15%

Shares370

Event2026-06-30

Filed2026-07-23

GPC

Genuine Parts Co

0.00%

Shares193

Event2026-06-30

Filed2026-07-23

SCHB

Schw US Brd Mkt Etf

0.00%

Shares782

Event2026-06-30

Filed2026-07-23

FERG

Ferguson PLC

0.00%

Shares95

Event2026-06-30

Filed2026-07-23

Marriott Vacations Worldwide Corp

0.00%

Shares220

Event2026-06-30

Filed2026-07-23

COR

Cortex Pharm New

0.00%

Shares79

Event2026-06-30

Filed2026-07-23

WDC

Western Digital Corp

0.00%

Shares35

Event2026-06-30

Filed2026-07-23

TNET

Trinet Group Inc

0.00%

Shares450

Event2026-06-30

Filed2026-07-23

DAL

Delta Air Lines Inc

0.00%

Shares236

Event2026-06-30

Filed2026-07-23

GEN

GenOn Energy Inc

0.00%

Shares860

Event2026-06-30

Filed2026-07-23

TDY

Teledyne Technologies

0.00%

Shares32

Event2026-06-30

Filed2026-07-23

MDY

SPDR S&P Mid Cap 400 ETF

0.00%

Shares30

Event2026-06-30

Filed2026-07-23

STE

Steris Corp

0.00%

Shares100

Event2026-06-30

Filed2026-07-23

Firstenergy Corp

0.00%

Shares442

Event2026-06-30

Filed2026-07-23

BUD

Anheuser Busch Co, Inc.

0.00%

Shares255

Event2026-06-30

Filed2026-07-23

Ionis Pharmaceuticals Inc

-10.17%

Shares265

Event2026-06-30

Filed2026-07-23

Eversource Energy

45.73%

Shares290

Event2026-06-30

Filed2026-07-23

Quanta Services Inc

0.00%

Shares29

Event2026-06-30

Filed2026-07-23

TXRH

Texas Roadhouse Inc

0.00%

Shares108

Event2026-06-30

Filed2026-07-23

CMG

Chipotle Mexican Grill

0.00%

Shares600

Event2026-06-30

Filed2026-07-23

Sensata Tech

0.00%

Shares425

Event2026-06-30

Filed2026-07-23

SONY

Sony Group Corp

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

IMAX

Imax Corp

0.00%

Shares500

Event2026-06-30

Filed2026-07-23

NVO

Novo-Nordisk A-S Adr

-22.47%

Shares414

Event2026-06-30

Filed2026-07-23

Chemours Company

0.00%

Shares963

Event2026-06-30

Filed2026-07-23

COHR

Coherent Inc

0.00%

Shares50

Event2026-06-30

Filed2026-07-23

WLY

John Wiley & Sons Inc

0.00%

Shares400

Event2026-06-30

Filed2026-07-23

Allison Transmission Holdings Inc

0.00%

Shares172

Event2026-06-30

Filed2026-07-23

EPI

Wisdomtree India

0.00%

Shares448

Event2026-06-30

Filed2026-07-23

OABI

OmniAb Inc

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-23

PAYC

Paycom Software Inc

0.00%

Shares150

Event2026-06-30

Filed2026-07-23

CAH

Cardinal Health Inc

0.00%

Shares79

Event2026-06-30

Filed2026-07-23

DOV

Dover Corporation

0.00%

Shares83

Event2026-06-30

Filed2026-07-23

Healthcare Realty Trust

0.00%

Shares900

Event2026-06-30

Filed2026-07-23

SMFG

Sumitomo Mitsu Finl

0.00%

Shares750

Event2026-06-30

Filed2026-07-23

BIIB

Biogen Idec Inc

0.00%

Shares81

Event2026-06-30

Filed2026-07-23

IWD

iShares Russell 1000 Value ETF

0.00%

Shares72

Event2026-06-30

Filed2026-07-23

PKG

Packaging Corp Of Amer

0.00%

Shares73

Event2026-06-30

Filed2026-07-23

WSM

Williams Sonoma

0.00%

Shares74

Event2026-06-30

Filed2026-07-23

IBKR

Interactive Brokers Group Inc

0.00%

Shares196

Event2026-06-30

Filed2026-07-23

Deutsche Bank New Ord F Registered Shar

0.00%

Shares500

Event2026-06-30

Filed2026-07-23

SNY

Sanofi-Aventis Sponsored Adr

-16.38%

Shares388

Event2026-06-30

Filed2026-07-23

AeroVironment Inc

0.00%

Shares100

Event2026-06-30

Filed2026-07-23

MGEE

MGE Energy Inc

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

PNC

P N C Bank Corp

0.00%

Shares66

Event2026-06-30

Filed2026-07-23

PAVE

Global X US Infra

0.00%

Shares273

Event2026-06-30

Filed2026-07-23

PFG

Principal Financial Grp

0.00%

Shares149

Event2026-06-30

Filed2026-07-23

INTU

Intuit Inc

-26.51%

Shares61

Event2026-06-30

Filed2026-07-23

FNDE

Schwab Funda Emg Mkts

0.00%

Shares400

Event2026-06-30

Filed2026-07-23

VIGI

Vanguard Intl Div Apprec ETF

0.00%

Shares170

Event2026-06-30

Filed2026-07-23

TPL

Texas Pacific Land Corp

0.00%

Shares36

Event2026-06-30

Filed2026-07-23

CAVA

CAVA GROUP ORD

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

CHTR

Charter Communications

0.00%

Shares110

Event2026-06-30

Filed2026-07-23

KNX

Knight Trans Inc

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

SCHF

Schw Intl Eq Etf

0.18%

Shares560

Event2026-06-30

Filed2026-07-23

NUE

Nucor Corp

0.00%

Shares69

Event2026-06-30

Filed2026-07-23

RDVY

First Trust Rising Dividend Achiev ETF

0.00%

Shares189

Event2026-06-30

Filed2026-07-23

PENG

Penguin Solutions Inc

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

VDE

Vanguard Energy Etf

0.00%

Shares100

Event2026-06-30

Filed2026-07-23

DVA

Davita Inc Com

0.00%

Shares66

Event2026-06-30

Filed2026-07-23

PNR

Pentair Inc

0.00%

Shares188

Event2026-06-30

Filed2026-07-23

Fluor Corporation New

0.00%

Shares275

Event2026-06-30

Filed2026-07-23

GPI

Group 1 Automotive Inc

0.00%

Shares49

Event2026-06-30

Filed2026-07-23

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

0.00%

Shares329

Event2026-06-30

Filed2026-07-23

FNF

Fidelity Natl Finl Inc

0.00%

Shares300

Event2026-06-30

Filed2026-07-23

GlaxoSmithKline Plc ADR

0.00%

Shares269

Event2026-06-30

Filed2026-07-23

FNCL

Fidelity MSCI Financials ETF

0.00%

Shares184

Event2026-06-30

Filed2026-07-23

TXT

Textron Incorporated

0.00%

Shares152

Event2026-06-30

Filed2026-07-23

IHF

iShares US Healthcare Providers ETF

0.00%

Shares250

Event2026-06-30

Filed2026-07-23

SLYV

SPDR S&P 600 Small Cap

0.79%

Shares127

Event2026-06-30

Filed2026-07-23

SXT

Sensient Technologies Corp

0.00%

Shares110

Event2026-06-30

Filed2026-07-23

MFC

Manulife Financial Corpf

0.00%

Shares331

Event2026-06-30

Filed2026-07-23

LEA

Lear Corp

0.00%

Shares100

Event2026-06-30

Filed2026-07-23

POWI

Power Integrations Inc

0.00%

Shares160

Event2026-06-30

Filed2026-07-23

PNW

Pinnacle West Capital Cp

0.00%

Shares125

Event2026-06-30

Filed2026-07-23

PRKS

United Parks & Resorts Inc

0.00%

Shares280

Event2026-06-30

Filed2026-07-23

Nxp Semiconductors

0.00%

Shares47

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available