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The Analysis of WEST PACES ADVISORS INC.'s Holdings & P&L

Currently, WEST PACES ADVISORS INC. holds 765 types of securities in its portfolio with a total value $596.0M. In the most recent quarter, they have increased their positions in N/A (+47.0K shares, valued at $4.6M), VIG (+8.0K shares, valued at $1.9M), KO (+21.9K shares, valued at $1.8M); decreased their positions in IEF (-33.3K shares, valued at $3.1M), AVEM (-9.4K shares, valued at $903.8K), SCHC (-12.5K shares, valued at $602.0K); initiated new positions in N/A (+47.0K shares, valued at $4.6M), N/A (+9.8K shares, valued at $1.3M), N/A (+551 shares, valued at $398.4K).

1M P&L

+2.4M+0.49%

3M P&L

+3.9M+0.78%

HY P&L

+11.1M+2.27%

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/A403.3M

79.6%

2Beverages - Non-Alcoholic11.4M

2.2%

3Railroads7.7M

1.5%

Top Industries by Stock Count

1N/A131 stocks

19.6%

2Specialty Industrial Machinery20 stocks

3.0%

3Banks - Regional18 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD S&P 500 ETF111.8K shares0.99%2026-06-302026-07-20

IJH ISHARES CORE S&P MID-CAP ETF852.7K shares1.37%2026-06-302026-07-20

VIG VANGUARD DIVIDEND APPRECIATION ETF193.2K shares4.30%2026-06-302026-07-20

AVEM AVANTIS EMERGING MARKETS EQUITY ETF401.2K shares-2.28%2026-06-302026-07-20

TDTT FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF1.4M shares5.59%2026-06-302026-07-20

IJR ISHARES CORE S&P SMALL CAP ETF184.7K shares-2.15%2026-06-302026-07-20

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF270.6K shares1.92%2026-06-302026-07-20

IEF ISHARES 7-10 YEAR TREASURY BOND ETF271.8K shares-10.91%2026-06-302026-07-20

Sponsored

AVSC AVANTIS U.S SMALL CAP EQUITY ETF255.1K shares0.41%2026-06-302026-07-20

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF23.1K shares-1.21%2026-06-302026-07-20

KO COCA COLA CO COM131.8K shares19.96%2026-06-302026-07-20

JPST JPMORGAN ULTRA-SHORT INCOME ETF169.6K shares3.85%2026-06-302026-07-20

IWV ISHARES RUSSELL 3000 ETF17.8K shares-0.53%2026-06-302026-07-20

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF20.3K shares2.47%2026-06-302026-07-20

SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF148.1K shares-7.79%2026-06-302026-07-20

AAPL APPLE INC COM20.0K shares-2.22%2026-06-302026-07-20

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ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF6.9K shares-4.65%2026-06-302026-07-20

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF47.0K sharesnew addition2026-06-302026-07-20

MSFT MICROSOFT CORP COM11.3K shares2.16%2026-06-302026-07-20

VTIP VANGUARD ST INFLATION PROTECTED ETF81.5K shares-0.37%2026-06-302026-07-20

BROADCOM INC COM BROADCOM INC COM10.1K shares1.41%2026-06-302026-07-20

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM11.2K shares2.41%2026-06-302026-07-20

CSX CSX CORP COM76.9K shares0.01%2026-06-302026-07-20

HD HOME DEPOT INC COM10.2K shares-1.18%2026-06-302026-07-20

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NSC NORFOLK SOUTHN CORP COM10.8K shares0.05%2026-06-302026-07-20

GOOG ALPHABET INC CAP STK CL C9.5K shares1.28%2026-06-302026-07-20

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST4.7K shares2.39%2026-06-302026-07-20

SOUTHERN CO COM SOUTHERN CO COM33.5K shares-0.80%2026-06-302026-07-20

LLY ELI LILLY & CO COM2.4K shares-2.80%2026-06-302026-07-20

SCHB SCHWAB U.S. BROAD MARKET ETF97.2K shares-1.49%2026-06-302026-07-20

NVDA NVIDIA CORPORATION COM13.5K shares12.26%2026-06-302026-07-20

DFIS DFA INTERNATIONAL SMALL CAP ETF76.7K shares84.63%2026-06-302026-07-20

Sponsored

SCHF SCHWAB INTERNATIONAL EQUITY ETF92.0K shares-1.99%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON COM9.8K shares-3.89%2026-06-302026-07-20

GOOGL ALPHABET INC CAP STK CL A6.8K shares0.59%2026-06-302026-07-20

ACWX ISHARES MSCI ACWI EX U.S. ETF31.1K shares0.00%2026-06-302026-07-20

AMZN AMAZON COM INC COM9.7K shares3.30%2026-06-302026-07-20

SCHE SCHWAB EMERGING MARKETS EQUITY ETF59.3K shares-1.15%2026-06-302026-07-20

CISCO SYS INC COM CISCO SYS INC COM17.9K shares8.69%2026-06-302026-07-20

ABBVIE INC COM ABBVIE INC COM8.1K shares-1.10%2026-06-302026-07-20

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PG PROCTER & GAMBLE CO COM13.7K shares-0.78%2026-06-302026-07-20

IVW ISHARES S&P 500 GROWTH ETF14.4K shares11.24%2026-06-302026-07-20

IWR ISHARES RUSSELL MIDCAP ETF16.3K shares11.36%2026-06-302026-07-20

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF30.0K shares51.85%2026-06-302026-07-20

CVX CHEVRON CORPORATION COM10.1K shares7.60%2026-06-302026-07-20

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM4.0K shares22.84%2026-06-302026-07-20

CMI CUMMINS INC COM2.2K shares50.71%2026-06-302026-07-20

SCHA SCHWAB U.S. SMALL-CAP ETF42.8K shares-8.20%2026-06-302026-07-20

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CAT CATERPILLAR INC COM1.3K shares-4.15%2026-06-302026-07-20

REG REGENCY CTRS CORP COM17.6K shares-12.42%2026-06-302026-07-20

PNC PNC FINL SVCS GROUP INC COM5.6K shares40.66%2026-06-302026-07-20

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM15.4K shares1.97%2026-06-302026-07-20

WMB WILLIAMS COS INC COM18.1K shares1.06%2026-06-302026-07-20

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS9.8K sharesnew addition2026-06-302026-07-20

TSM TAIWAN SEMI MANUFACTURING2.8K shares10.62%2026-06-302026-07-20

BAC BANK OF AMER CORP COM22.1K shares-1.03%2026-06-302026-07-20

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GLW CORNING INC COM4.9K shares-17.31%2026-06-302026-07-20

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM3.7K shares-12.96%2026-06-302026-07-20

SHY ISHARES 1-3 YEAR TREASURY BOND ETF14.5K shares2.37%2026-06-302026-07-20

IWB ISHARES RUSSELL 1000 ETF2.8K shares0.00%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM1.2K shares-2.69%2026-06-302026-07-20

IWF ISHARES RUSSELL 1000 GROWTH ETF9.0K shares275.63%2026-06-302026-07-20

EFA ISHARES MSCI EAFE ETF10.5K shares251.43%2026-06-302026-07-20

NUE NUCOR CORP COM4.9K shares0.00%2026-06-302026-07-20

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MU MICRON TECHNOLOGY INC COM894 shares-4.99%2026-06-302026-07-20

VISA INC COM CL A VISA INC COM CL A3.0K shares-1.20%2026-06-302026-07-20

SCHM SCHWAB U.S. MID-CAP ETF27.5K shares-1.33%2026-06-302026-07-20

TXN TEXAS INSTRS INC COM3.2K shares-12.16%2026-06-302026-07-20

MCD MCDONALDS CORP COM3.5K shares-6.61%2026-06-302026-07-20

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF8.2K shares132.62%2026-06-302026-07-20

NTRS NORTHERN TR CORP COM5.0K shares0.00%2026-06-302026-07-20

VGSH VANGUARD SHORT-TERM TREASURY ETF14.9K shares-0.74%2026-06-302026-07-20

Sponsored

WMT WALMART INC COM7.6K shares1.02%2026-06-302026-07-20

TFC TRUIST FINL CORP COM17.3K shares-10.34%2026-06-302026-07-20

MRK MERCK & CO INC COM6.7K shares-11.35%2026-06-302026-07-20

ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF11.6K shares-4.47%2026-06-302026-07-20

ETN EATON CORP PLC SHS2.0K shares-6.76%2026-06-302026-07-20

MDLZ MONDELEZ INTL INC CL A14.4K shares-7.48%2026-06-302026-07-20

GLD SPDR GOLD SHARES2.3K shares-4.24%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC COM1.4K shares-4.62%2026-06-302026-07-20

Sponsored

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF10.0K shares0.00%2026-06-302026-07-20

SRE SEMPRA COM8.1K shares10.79%2026-06-302026-07-20

FACEBOOK CL A FACEBOOK CL A1.3K shares1.70%2026-06-302026-07-20

RTX CORPORATION COM RTX CORPORATION COM3.8K shares-1.74%2026-06-302026-07-20

VWO VANGUARD FTSE EMERGING MARKETS ETF12.0K shares168.23%2026-06-302026-07-20

TRGP TARGA RES CORP COM2.6K shares49.33%2026-06-302026-07-20

UNP UNION PAC CORP COM2.4K shares0.87%2026-06-302026-07-20

GD GENERAL DYNAMICS CORP COM1.9K shares15.59%2026-06-302026-07-20

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ADP AUTOMATIC DATA PROCESSING INC COM2.8K shares1.26%2026-06-302026-07-20

IWM ISHARES RUSSELL 2000 ETF2.1K shares15.77%2026-06-302026-07-20

PEP PEPSICO INC COM4.5K shares-4.23%2026-06-302026-07-20

DVY ISHARES SELECT DIVIDEND ETF3.7K shares0.00%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC COM3.2K shares11.76%2026-06-302026-07-20

CME CME GROUP INC COM2.6K shares2.98%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW1.1K shares1.51%2026-06-302026-07-20

SDY STATE STREET SPDR S&P DIVIDEND ETF3.7K shares0.00%2026-06-302026-07-20

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ITW ILLINOIS TOOL WKS INC COM2.0K shares2.58%2026-06-302026-07-20

TEL TE CONNECTIVITY PLC ORD SHS2.7K shares12.52%2026-06-302026-07-20

GRMN GARMIN LTD SHS2.3K shares88.93%2026-06-302026-07-20

WEC WEC ENERGY GROUP INC COM4.6K shares0.59%2026-06-302026-07-20

IAU ISHARES GOLD TRUST6.9K shares44.11%2026-06-302026-07-20

DRI DARDEN RESTAURANTS INC COM2.5K shares48.42%2026-06-302026-07-20

DELL DELL TECHNOLOGIES INC CL C1.2K shares-12.43%2026-06-302026-07-20

VUG VANGUARD GROWTH ETF5.7K shares479.59%2026-06-302026-07-20

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PPL CORP COM PPL CORP COM13.3K shares2.99%2026-06-302026-07-20

SBUX STARBUCKS CORP COM4.6K shares0.37%2026-06-302026-07-20

HIG HARTFORD INSURANCE GROUP INC COM3.5K shares1.63%2026-06-302026-07-20

VICI VICI PPTYS INC COM17.4K shares-4.47%2026-06-302026-07-20

DIS WALT DISNEY CO4.8K shares-1.18%2026-06-302026-07-20

FAST FASTENAL CO COM9.5K shares14.13%2026-06-302026-07-20

TSLA TESLA INC COM1.1K shares12.18%2026-06-302026-07-20

EMR EMERSON ELEC CO COM3.1K shares0.39%2026-06-302026-07-20

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APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM3.7K shares69.37%2026-06-302026-07-20

TT TRANE TECHNOLOGIES PLC SHS888 shares-2.74%2026-06-302026-07-20

KLAC KLA CORP COM NEW1.4K shares829.33%2026-06-302026-07-20

AMGN AMGEN INC COM1.1K shares1.53%2026-06-302026-07-20

APPLIED MATLS INC COM APPLIED MATLS INC COM551 sharesnew addition2026-06-302026-07-20

DUK DUKE ENERGY CORP NEW COM NEW3.1K shares-2.12%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS COM1.3K shares-0.52%2026-06-302026-07-20

ORACLE CORP COM ORACLE CORP COM2.6K shares0.00%2026-06-302026-07-20

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AVB AVALONBAY CMNTYS INC COM2.0K shares-3.06%2026-06-302026-07-20

MPC MARATHON PETE CORP COM1.4K shares0.35%2026-06-302026-07-20

TIP ISHARES TIPS BOND ETF3.3K shares17.86%2026-06-302026-07-20

SOUTHSTATE BK CORP COM SOUTHSTATE BK CORP COM3.6K shares0.00%2026-06-302026-07-20

MCK MCKESSON CORP COM473 shares0.21%2026-06-302026-07-20

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.9K shares0.00%2026-06-302026-07-20

AJG GALLAGHER ARTHUR J & CO COM1.5K shares0.67%2026-06-302026-07-20

VB VANGUARD SMALL-CAP ETF1.1K shares1468.06%2026-06-302026-07-20

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IEI ISHARES 3-7 YEAR TREASURY BOND ETF2.8K shares-32.92%2026-06-302026-07-20

GE GE AEROSPACE COM NEW889 shares-5.53%2026-06-302026-07-20

ASML ASML HLDG NV N Y REGISTRY SHS164 shares3.14%2026-06-302026-07-20

RF REGIONS FINANCIAL CORP NEW COM10.5K shares0.00%2026-06-302026-07-20

KMI KINDER MORGAN INC DEL COM9.8K shares0.75%2026-06-302026-07-20

GPC GENUINE PARTS CO COM2.6K shares0.00%2026-06-302026-07-20

DHR DANAHER CORP DEL COM1.6K shares0.39%2026-06-302026-07-20

VEA VANGUARD FTSE DEVELOPED MARKETS ETF4.1K shares0.00%2026-06-302026-07-20

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MS MORGAN STANLEY COM NEW1.4K shares-0.66%2026-06-302026-07-20

SCHD SCHWAB US DIVIDEND EQUITY ETF8.9K shares0.08%2026-06-302026-07-20

GILD GILEAD SCIENCES INC COM2.2K shares2.44%2026-06-302026-07-20

ADI ANALOG DEVICES INC COM662 shares0.91%2026-06-302026-07-20

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A2.1K shares-2.88%2026-06-302026-07-20

SYY SYSCO CORP COM3.0K shares0.00%2026-06-302026-07-20

VTV VANGUARD VALUE ETF1.1K shares0.00%2026-06-302026-07-20

IWD ISHARES RUSSELL 1000 VALUE ETF1.0K shares0.00%2026-06-302026-07-20

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COF CAPITAL ONE FINL CORP COM1.2K shares0.08%2026-06-302026-07-20

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A475 shares1.06%2026-06-302026-07-20

OKE ONEOK INC NEW COM2.8K shares-6.36%2026-06-302026-07-20

TMO THERMO FISHER SCIENTIFIC INC COM475 shares-5.38%2026-06-302026-07-20

ISRG INTUITIVE SURGICAL INC COM NEW598 shares0.84%2026-06-302026-07-20

ACUITY INC COM ACUITY INC COM619 sharesnew addition2026-06-302026-07-20

LMT LOCKHEED MARTIN CORP COM451 shares-64.01%2026-06-302026-07-20

WFC WELLS FARGO & CO COM2.8K shares0.51%2026-06-302026-07-20

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BTI BRITISH AMERN TOB PLC SPONSORED ADR3.7K shares6.32%2026-06-302026-07-20

NETFLIX INC. COM NETFLIX INC. COM3.1K shares-3.87%2026-06-302026-07-20

PH PARKER-HANNIFIN CORP COM228 sharesnew addition2026-06-302026-07-20

FXB INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST1.7K shares3.89%2026-06-302026-07-20

AON AON PLC SHS CL A665 shares-12.38%2026-06-302026-07-20

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF6.3K shares0.00%2026-06-302026-07-20

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF2.5K sharesnew addition2026-06-302026-07-20

INTC INTEL CORP COM1.6K sharesnew addition2026-06-302026-07-20

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PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A1.9K shares7.06%2026-06-302026-07-20

OEF ISHARES S&P 100 ETF585 shares0.00%2026-06-302026-07-20

ISTB ISHARES CORE 1-5 YEAR USD BOND ETF4.4K shares-13.19%2026-06-302026-07-20

ECL ECOLAB INC COM749 sharesnew addition2026-06-302026-07-20

AXP AMERICAN EXPRESS CO COM611 sharesnew addition2026-06-302026-07-20

QCOM QUALCOMM INC COM1.1K sharesnew addition2026-06-302026-07-20

LRCX LAM RESEARCH CORP COM NEW469 sharesnew addition2026-06-302026-07-20

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF3.9K shares8.08%2026-06-302026-07-20

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ALL ALLSTATE CORP COM831 sharesnew addition2026-06-302026-07-20

FXE INVESCO CURRENCYSHARES EURO TRUST1.8K shares-4.76%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC COM562 sharesnew addition2026-06-302026-07-20

MMC MARSH & MCLENNAN COS INC COM1.1K shares-55.18%2026-06-302026-07-20

IOO ISHARES GLOBAL 100 ETF1.4K shares0.00%2026-06-302026-07-20

ICE INTERCONTINENTAL EXCHANGE INC COM1.5K shares2.44%2026-06-302026-07-20

LIN LINDE PLC SHS358 sharesnew addition2026-06-302026-07-20

QUANTA SVCS INC COM QUANTA SVCS INC COM251 sharesnew addition2026-06-302026-07-20

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CI THE CIGNA GROUP COM648 sharesnew addition2026-06-302026-07-20

IEUR ISHARES CORE MSCI EUROPE ETF2.3K shares-22.33%2026-06-302026-07-20

BLK BLACKROCK INC COM180 sharesnew addition2026-06-302026-07-20

IJK ISHARES S&P MID-CAP 400 GROWTH ETF1.4K shares0.00%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC COM160 sharesnew addition2026-06-302026-07-20

QQQM INVESCO NASDAQ 100 ETF520 sharesnew addition2026-06-302026-07-20

GEV GE VERNOVA INC COM129 sharesnew addition2026-06-302026-07-20

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF948 sharesnew addition2026-06-302026-07-20

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UPS UNITED PARCEL SVCS INC CL B1.4K sharesnew addition2026-06-302026-07-20

VGK VANGUARD FTSE EUROPE ETF1.7K sharesnew addition2026-06-302026-07-20

IWN ISHARES RUSSELL 2000 VALUE ETF650 shares0.00%2026-06-302026-07-20

C CITIGROUP INC COM NEW994 sharesnew addition2026-06-302026-07-20

TGT TARGET CORP COM1.1K sharesnew addition2026-06-302026-07-20

SAMT STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF2.9K sharesnew addition2026-06-302026-07-20

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF1.7K sharesnew addition2026-06-302026-07-20

ARES MANAGEMENT CORPORATION CL A COM STK ARES MANAGEMENT CORPORATION CL A COM STK1.2K sharesnew addition2026-06-302026-07-20

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WCN WASTE CONNECTIONS INC COM804 sharesnew addition2026-06-302026-07-20

COP CONOCOPHILLIPS COM1.3K sharesnew addition2026-06-302026-07-20

APH AMPHENOL CORP CL A716 sharesnew addition2026-06-302026-07-20

CRM SALESFORCE INC COM800 sharesnew addition2026-06-302026-07-20

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF5.0K shares-16.86%2026-06-302026-07-20

TJX TJX COS INC NEW COM802 sharesnew addition2026-06-302026-07-20

LOW LOWES COS INC COM534 sharesnew addition2026-06-302026-07-20

BIV VANGUARD INTERMEDIATE-TERM BOND ETF1.5K sharesnew addition2026-06-302026-07-20

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PNFP PINNACLE FINL PARTNERS INC COM1.1K sharesnew addition2026-06-302026-07-20

HUM HUMANA INC COM287 sharesnew addition2026-06-302026-07-20

KMB KIMBERLY-CLARK CORP COM1.0K sharesnew addition2026-06-302026-07-20

KRE STATE STREET SPDR S&P REGIONAL BANKING ETF1.4K shares0.00%2026-06-302026-07-20

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM483 sharesnew addition2026-06-302026-07-20

PEG PUBLIC SVC ENTERPRISE GROUP COM1.3K sharesnew addition2026-06-302026-07-20

BK BANK OF NY MELLON CORP COM733 sharesnew addition2026-06-302026-07-20

LYB LYONDELLBASELL INDUSTRIES NV SHS - A -2.0K sharesnew addition2026-06-302026-07-20

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RES RPC INC COM17.4K shares-16.90%2026-06-302026-07-20

IYW ISHARES U.S. TECHNOLOGY ETF400 shares0.00%2026-06-302026-07-20

DE DEERE & CO COM159 sharesnew addition2026-06-302026-07-20

CVS CVS HEALTH CORP COM953 sharesnew addition2026-06-302026-07-20

TPR TAPESTRY INC COM660 sharesnew addition2026-06-302026-07-20

VLO VALERO ENERGY CORP COM369 sharesnew addition2026-06-302026-07-20

CMCSA COMCAST CORP NEW CL A3.9K sharesnew addition2026-06-302026-07-20

PSX PHILLIPS 66 COM564 sharesnew addition2026-06-302026-07-20

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IBIT ISHARES BITCOIN TRUST ETF2.5K sharesnew addition2026-06-302026-07-20

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EQR EQUITY RESIDENTIAL SH BEN INT61 sharesnew addition2026-06-302026-07-20

ENTG ENTEGRIS INC COM23 sharesnew addition2026-06-302026-07-20

ADM ARCHER DANIELS MIDLAND CO COM54 sharesnew addition2026-06-302026-07-20

STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF91 shares1.11%2026-06-302026-07-20

PTCT PTC THERAPEUTICS INC COM50 sharesnew addition2026-06-302026-07-20

Sponsored

NVO NOVO-NORDISK A S ADR85 sharesnew addition2026-06-302026-07-20

MEDTRONIC PLC SHS MEDTRONIC PLC SHS52 sharesnew addition2026-06-302026-07-20

EQT EQT CORP COM75 sharesnew addition2026-06-302026-07-20

LEN LENNAR CORP CL A44 sharesnew addition2026-06-302026-07-20

HAL HALLIBURTON CO COM116 sharesnew addition2026-06-302026-07-20

AKAMAI TECHNOLOGIES INC COM AKAMAI TECHNOLOGIES INC COM33 sharesnew addition2026-06-302026-07-20

CP CANADIAN PACIFIC KANSAS CITY COM45 sharesnew addition2026-06-302026-07-20

BIIB BIOGEN INC COM18 sharesnew addition2026-06-302026-07-20

Sponsored

BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A101 sharesnew addition2026-06-302026-07-20

KEY KEYCORP COM168 sharesnew addition2026-06-302026-07-20

FLYW FLYWIRE CORPORATION COM VTG218 sharesnew addition2026-06-302026-07-20

ARAMARK COM ARAMARK COM67 sharesnew addition2026-06-302026-07-20

BURLINGTON STORES INC COM BURLINGTON STORES INC COM12 sharesnew addition2026-06-302026-07-20

SEIC SEI INVTS CO COM42 sharesnew addition2026-06-302026-07-20

HBAN HUNTINGTON BANCSHARES INC COM205 sharesnew addition2026-06-302026-07-20

CXDO CREXENDO INC COM477 sharesnew addition2026-06-302026-07-20

Sponsored

FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW15 sharesnew addition2026-06-302026-07-20

FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK435 sharesnew addition2026-06-302026-07-20

TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS103 sharesnew addition2026-06-302026-07-20

CF CF INDUSTRIES HOLD COM32 sharesnew addition2026-06-302026-07-20

VOO

VANGUARD S&P 500 ETF

0.99%

Shares111.8K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES CORE S&P MID-CAP ETF

1.37%

Shares852.7K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD DIVIDEND APPRECIATION ETF

4.30%

Shares193.2K

Event2026-06-30

Filed2026-07-20

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

-2.28%

Shares401.2K

Event2026-06-30

Filed2026-07-20

TDTT

FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF

5.59%

Shares1.4M

Event2026-06-30

Filed2026-07-20

IJR

ISHARES CORE S&P SMALL CAP ETF

-2.15%

Shares184.7K

Event2026-06-30

Filed2026-07-20

ISHARES CORE MSCI EAFE ETF

1.92%

Shares270.6K

Event2026-06-30

Filed2026-07-20

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

-10.91%

Shares271.8K

Event2026-06-30

Filed2026-07-20

AVSC

AVANTIS U.S SMALL CAP EQUITY ETF

0.41%

Shares255.1K

Event2026-06-30

Filed2026-07-20

STATE STREET SPDR S&P 500 ETF

-1.21%

Shares23.1K

Event2026-06-30

Filed2026-07-20

COCA COLA CO COM

19.96%

Shares131.8K

Event2026-06-30

Filed2026-07-20

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

3.85%

Shares169.6K

Event2026-06-30

Filed2026-07-20

IWV

ISHARES RUSSELL 3000 ETF

-0.53%

Shares17.8K

Event2026-06-30

Filed2026-07-20

VANGUARD TOTAL STOCK MARKET ETF

2.47%

Shares20.3K

Event2026-06-30

Filed2026-07-20

SCHC

SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF

-7.79%

Shares148.1K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC COM

-2.22%

Shares20.0K

Event2026-06-30

Filed2026-07-20

ISHARES CORE S&P 500 ETF

-4.65%

Shares6.9K

Event2026-06-30

Filed2026-07-20

ISHARES CORE U.S. AGGREGATE BOND ETF

New

Shares47.0K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP COM

2.16%

Shares11.3K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD ST INFLATION PROTECTED ETF

-0.37%

Shares81.5K

Event2026-06-30

Filed2026-07-20

BROADCOM INC COM

1.41%

Shares10.1K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO COM

2.41%

Shares11.2K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP COM

0.01%

Shares76.9K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC COM

-1.18%

Shares10.2K

Event2026-06-30

Filed2026-07-20

NSC

NORFOLK SOUTHN CORP COM

0.05%

Shares10.8K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC CAP STK CL C

1.28%

Shares9.5K

Event2026-06-30

Filed2026-07-20

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

2.39%

Shares4.7K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO COM

-0.80%

Shares33.5K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO COM

-2.80%

Shares2.4K

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB U.S. BROAD MARKET ETF

-1.49%

Shares97.2K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION COM

12.26%

Shares13.5K

Event2026-06-30

Filed2026-07-20

DFIS

DFA INTERNATIONAL SMALL CAP ETF

84.63%

Shares76.7K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-1.99%

Shares92.0K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON COM

-3.89%

Shares9.8K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC CAP STK CL A

0.59%

Shares6.8K

Event2026-06-30

Filed2026-07-20

ACWX

ISHARES MSCI ACWI EX U.S. ETF

0.00%

Shares31.1K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC COM

3.30%

Shares9.7K

Event2026-06-30

Filed2026-07-20

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

-1.15%

Shares59.3K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC COM

8.69%

Shares17.9K

Event2026-06-30

Filed2026-07-20

ABBVIE INC COM

-1.10%

Shares8.1K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO COM

-0.78%

Shares13.7K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES S&P 500 GROWTH ETF

11.24%

Shares14.4K

Event2026-06-30

Filed2026-07-20

IWR

ISHARES RUSSELL MIDCAP ETF

11.36%

Shares16.3K

Event2026-06-30

Filed2026-07-20

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

51.85%

Shares30.0K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION COM

7.60%

Shares10.1K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC COM

22.84%

Shares4.0K

Event2026-06-30

Filed2026-07-20

CMI

CUMMINS INC COM

50.71%

Shares2.2K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB U.S. SMALL-CAP ETF

-8.20%

Shares42.8K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC COM

-4.15%

Shares1.3K

Event2026-06-30

Filed2026-07-20

REG

REGENCY CTRS CORP COM

-12.42%

Shares17.6K

Event2026-06-30

Filed2026-07-20

PNC

PNC FINL SVCS GROUP INC COM

40.66%

Shares5.6K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC COM

1.97%

Shares15.4K

Event2026-06-30

Filed2026-07-20

WMB

WILLIAMS COS INC COM

1.06%

Shares18.1K

Event2026-06-30

Filed2026-07-20

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares9.8K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMI MANUFACTURING

10.62%

Shares2.8K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP COM

-1.03%

Shares22.1K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC COM

-17.31%

Shares4.9K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC COM

-12.96%

Shares3.7K

Event2026-06-30

Filed2026-07-20

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

2.37%

Shares14.5K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION COM

-2.69%

Shares1.2K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES RUSSELL 1000 GROWTH ETF

275.63%

Shares9.0K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES MSCI EAFE ETF

251.43%

Shares10.5K

Event2026-06-30

Filed2026-07-20

NUE

NUCOR CORP COM

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC COM

-4.99%

Shares894

Event2026-06-30

Filed2026-07-20

VISA INC COM CL A

-1.20%

Shares3.0K

Event2026-06-30

Filed2026-07-20

SCHM

SCHWAB U.S. MID-CAP ETF

-1.33%

Shares27.5K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC COM

-12.16%

Shares3.2K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP COM

-6.61%

Shares3.5K

Event2026-06-30

Filed2026-07-20

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

132.62%

Shares8.2K

Event2026-06-30

Filed2026-07-20

NTRS

NORTHERN TR CORP COM

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-20

VGSH

VANGUARD SHORT-TERM TREASURY ETF

-0.74%

Shares14.9K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC COM

1.02%

Shares7.6K

Event2026-06-30

Filed2026-07-20

TFC

TRUIST FINL CORP COM

-10.34%

Shares17.3K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC COM

-11.35%

Shares6.7K

Event2026-06-30

Filed2026-07-20

ISHG

ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF

-4.47%

Shares11.6K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC SHS

-6.76%

Shares2.0K

Event2026-06-30

Filed2026-07-20

MDLZ

MONDELEZ INTL INC CL A

-7.48%

Shares14.4K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD SHARES

-4.24%

Shares2.3K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC COM

-4.62%

Shares1.4K

Event2026-06-30

Filed2026-07-20

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-20

SRE

SEMPRA COM

10.79%

Shares8.1K

Event2026-06-30

Filed2026-07-20

FACEBOOK CL A

1.70%

Shares1.3K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION COM

-1.74%

Shares3.8K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD FTSE EMERGING MARKETS ETF

168.23%

Shares12.0K

Event2026-06-30

Filed2026-07-20

TRGP

TARGA RES CORP COM

49.33%

Shares2.6K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP COM

0.87%

Shares2.4K

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP COM

15.59%

Shares1.9K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING INC COM

1.26%

Shares2.8K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES RUSSELL 2000 ETF

15.77%

Shares2.1K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC COM

-4.23%

Shares4.5K

Event2026-06-30

Filed2026-07-20

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC COM

11.76%

Shares3.2K

Event2026-06-30

Filed2026-07-20

CME

CME GROUP INC COM

2.98%

Shares2.6K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

1.51%

Shares1.1K

Event2026-06-30

Filed2026-07-20

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-20

ITW

ILLINOIS TOOL WKS INC COM

2.58%

Shares2.0K

Event2026-06-30

Filed2026-07-20

TEL

TE CONNECTIVITY PLC ORD SHS

12.52%

Shares2.7K

Event2026-06-30

Filed2026-07-20

GRMN

GARMIN LTD SHS

88.93%

Shares2.3K

Event2026-06-30

Filed2026-07-20

WEC

WEC ENERGY GROUP INC COM

0.59%

Shares4.6K

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TRUST

44.11%

Shares6.9K

Event2026-06-30

Filed2026-07-20

DRI

DARDEN RESTAURANTS INC COM

48.42%

Shares2.5K

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC CL C

-12.43%

Shares1.2K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD GROWTH ETF

479.59%

Shares5.7K

Event2026-06-30

Filed2026-07-20

PPL CORP COM

2.99%

Shares13.3K

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP COM

0.37%

Shares4.6K

Event2026-06-30

Filed2026-07-20

HIG

HARTFORD INSURANCE GROUP INC COM

1.63%

Shares3.5K

Event2026-06-30

Filed2026-07-20

VICI

VICI PPTYS INC COM

-4.47%

Shares17.4K

Event2026-06-30

Filed2026-07-20

DIS

WALT DISNEY CO

-1.18%

Shares4.8K

Event2026-06-30

Filed2026-07-20

FAST

FASTENAL CO COM

14.13%

Shares9.5K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC COM

12.18%

Shares1.1K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO COM

0.39%

Shares3.1K

Event2026-06-30

Filed2026-07-20

APOLLO GLOBAL MGMT INC COM

69.37%

Shares3.7K

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC SHS

-2.74%

Shares888

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP COM NEW

829.33%

Shares1.4K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC COM

1.53%

Shares1.1K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC COM

New

Shares551

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW COM NEW

-2.12%

Shares3.1K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS COM

-0.52%

Shares1.3K

Event2026-06-30

Filed2026-07-20

ORACLE CORP COM

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

AVB

AVALONBAY CMNTYS INC COM

-3.06%

Shares2.0K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP COM

0.35%

Shares1.4K

Event2026-06-30

Filed2026-07-20

TIP

ISHARES TIPS BOND ETF

17.86%

Shares3.3K

Event2026-06-30

Filed2026-07-20

SOUTHSTATE BK CORP COM

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP COM

0.21%

Shares473

Event2026-06-30

Filed2026-07-20

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

AJG

GALLAGHER ARTHUR J & CO COM

0.67%

Shares1.5K

Event2026-06-30

Filed2026-07-20

VANGUARD SMALL-CAP ETF

1468.06%

Shares1.1K

Event2026-06-30

Filed2026-07-20

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

-32.92%

Shares2.8K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE COM NEW

-5.53%

Shares889

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV N Y REGISTRY SHS

3.14%

Shares164

Event2026-06-30

Filed2026-07-20

REGIONS FINANCIAL CORP NEW COM

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-20

KMI

KINDER MORGAN INC DEL COM

0.75%

Shares9.8K

Event2026-06-30

Filed2026-07-20

GPC

GENUINE PARTS CO COM

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL COM

0.39%

Shares1.6K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY COM NEW

-0.66%

Shares1.4K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.08%

Shares8.9K

Event2026-06-30

Filed2026-07-20

GILD

GILEAD SCIENCES INC COM

2.44%

Shares2.2K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC COM

0.91%

Shares662

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND SHS CLASS A

-2.88%

Shares2.1K

Event2026-06-30

Filed2026-07-20

SYY

SYSCO CORP COM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD VALUE ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

COF

CAPITAL ONE FINL CORP COM

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED CL A

1.06%

Shares475

Event2026-06-30

Filed2026-07-20

OKE

ONEOK INC NEW COM

-6.36%

Shares2.8K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC COM

-5.38%

Shares475

Event2026-06-30

Filed2026-07-20

ISRG

INTUITIVE SURGICAL INC COM NEW

0.84%

Shares598

Event2026-06-30

Filed2026-07-20

ACUITY INC COM

New

Shares619

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP COM

-64.01%

Shares451

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO COM

0.51%

Shares2.8K

Event2026-06-30

Filed2026-07-20

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

6.32%

Shares3.7K

Event2026-06-30

Filed2026-07-20

NETFLIX INC. COM

-3.87%

Shares3.1K

Event2026-06-30

Filed2026-07-20

PARKER-HANNIFIN CORP COM

New

Shares228

Event2026-06-30

Filed2026-07-20

FXB

INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST

3.89%

Shares1.7K

Event2026-06-30

Filed2026-07-20

AON

AON PLC SHS CL A

-12.38%

Shares665

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP COM

New

Shares1.6K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC CL A

7.06%

Shares1.9K

Event2026-06-30

Filed2026-07-20

OEF

ISHARES S&P 100 ETF

0.00%

Shares585

Event2026-06-30

Filed2026-07-20

ISTB

ISHARES CORE 1-5 YEAR USD BOND ETF

-13.19%

Shares4.4K

Event2026-06-30

Filed2026-07-20

ECL

ECOLAB INC COM

New

Shares749

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO COM

New

Shares611

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC COM

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP COM NEW

New

Shares469

Event2026-06-30

Filed2026-07-20

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

8.08%

Shares3.9K

Event2026-06-30

Filed2026-07-20

ALL

ALLSTATE CORP COM

New

Shares831

Event2026-06-30

Filed2026-07-20

FXE

INVESCO CURRENCYSHARES EURO TRUST

-4.76%

Shares1.8K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC COM

New

Shares562

Event2026-06-30

Filed2026-07-20

MMC

MARSH & MCLENNAN COS INC COM

-55.18%

Shares1.1K

Event2026-06-30

Filed2026-07-20

IOO

ISHARES GLOBAL 100 ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

ICE

INTERCONTINENTAL EXCHANGE INC COM

2.44%

Shares1.5K

Event2026-06-30

Filed2026-07-20

LIN

LINDE PLC SHS

New

Shares358

Event2026-06-30

Filed2026-07-20

QUANTA SVCS INC COM

New

Shares251

Event2026-06-30

Filed2026-07-20

THE CIGNA GROUP COM

New

Shares648

Event2026-06-30

Filed2026-07-20

IEUR

ISHARES CORE MSCI EUROPE ETF

-22.33%

Shares2.3K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC COM

New

Shares180

Event2026-06-30

Filed2026-07-20

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC COM

New

Shares160

Event2026-06-30

Filed2026-07-20

QQQM

INVESCO NASDAQ 100 ETF

New

Shares520

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC COM

New

Shares129

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

New

Shares948

Event2026-06-30

Filed2026-07-20

UPS

UNITED PARCEL SVCS INC CL B

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

VGK

VANGUARD FTSE EUROPE ETF

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares650

Event2026-06-30

Filed2026-07-20

CITIGROUP INC COM NEW

New

Shares994

Event2026-06-30

Filed2026-07-20

TGT

TARGET CORP COM

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

SAMT

STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF

New

Shares2.9K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

ARES MANAGEMENT CORPORATION CL A COM STK

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

WCN

WASTE CONNECTIONS INC COM

New

Shares804

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS COM

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP CL A

New

Shares716

Event2026-06-30

Filed2026-07-20

CRM

SALESFORCE INC COM

New

Shares800

Event2026-06-30

Filed2026-07-20

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

-16.86%

Shares5.0K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW COM

New

Shares802

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC COM

New

Shares534

Event2026-06-30

Filed2026-07-20

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

PNFP

PINNACLE FINL PARTNERS INC COM

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

HUM

HUMANA INC COM

New

Shares287

Event2026-06-30

Filed2026-07-20

KMB

KIMBERLY-CLARK CORP COM

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

KRE

STATE STREET SPDR S&P REGIONAL BANKING ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL COM

New

Shares483

Event2026-06-30

Filed2026-07-20

PEG

PUBLIC SVC ENTERPRISE GROUP COM

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

BANK OF NY MELLON CORP COM

New

Shares733

Event2026-06-30

Filed2026-07-20

LYB

LYONDELLBASELL INDUSTRIES NV SHS - A -

New

Shares2.0K

Event2026-06-30

Filed2026-07-20

RES

RPC INC COM

-16.90%

Shares17.4K

Event2026-06-30

Filed2026-07-20

IYW

ISHARES U.S. TECHNOLOGY ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-20

DEERE & CO COM

New

Shares159

Event2026-06-30

Filed2026-07-20

CVS

CVS HEALTH CORP COM

New

Shares953

Event2026-06-30

Filed2026-07-20

TPR

TAPESTRY INC COM

New

Shares660

Event2026-06-30

Filed2026-07-20

VLO

VALERO ENERGY CORP COM

New

Shares369

Event2026-06-30

Filed2026-07-20

CMCSA

COMCAST CORP NEW CL A

New

Shares3.9K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66 COM

New

Shares564

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES COM

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

APD

AIR PRODUCTS AND CHEMICALS INC COM

New

Shares319

Event2026-06-30

Filed2026-07-20

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-20

FND

FLOOR & DECOR HLDGS INC CL A

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

TSCO

TRACTOR SUPPLY CO COM

New

Shares2.7K

Event2026-06-30

Filed2026-07-20

AZO

AUTOZONE INC COM

New

Shares27

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC COM SHS

New

Shares505

Event2026-06-30

Filed2026-07-20

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

New

Shares850

Event2026-06-30

Filed2026-07-20

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.00%

Shares216

Event2026-06-30

Filed2026-07-20

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

AT&T INC COM

New

Shares4.1K

Event2026-06-30

Filed2026-07-20

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

New

Shares286

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION COM

New

Shares263

Event2026-06-30

Filed2026-07-20

NKE

NIKE INC CL B

New

Shares2.0K

Event2026-06-30

Filed2026-07-20

BSX

BOSTON SCIENTIFIC CORP COM

New

Shares1.9K

Event2026-06-30

Filed2026-07-20

ROP

ROPER TECHNOLOGIES INC COM

New

Shares236

Event2026-06-30

Filed2026-07-20

VTR

VENTAS INC COM

New

Shares883

Event2026-06-30

Filed2026-07-20

ADOBE INC COM

New

Shares379

Event2026-06-30

Filed2026-07-20

MAR

MARRIOTT INTL INC NEW CL A

New

Shares209

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD SMALL CAP VALUE ETF

-45.47%

Shares313

Event2026-06-30

Filed2026-07-20

CEG

CONSTELLATION ENERGY CORP COM

New

Shares294

Event2026-06-30

Filed2026-07-20

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

-9.76%

Shares1.6K

Event2026-06-30

Filed2026-07-20

JKHY

HENRY JACK & ASSOC INC COM

New

Shares515

Event2026-06-30

Filed2026-07-20

JHSC

JOHN HANCOCK MULTIFACTOR SMALL CAP ETF

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

IEX

IDEX CORP COM

New

Shares310

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC COM

New

Shares595

Event2026-06-30

Filed2026-07-20

S&P GLOBAL INC COM

New

Shares169

Event2026-06-30

Filed2026-07-20

BKNG

BOOKING HOLDINGS INC COM

New

Shares378

Event2026-06-30

Filed2026-07-20

TILT

FLEXSHARES US MARKET TILT ETF

0.00%

Shares243

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP COM

New

Shares211

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC COM

New

Shares2.7K

Event2026-06-30

Filed2026-07-20

CAH

CARDINAL HEALTH INC COM

New

Shares268

Event2026-06-30

Filed2026-07-20

AMERIPRISE FINL INC COM

New

Shares138

Event2026-06-30

Filed2026-07-20

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

-24.04%

Shares496

Event2026-06-30

Filed2026-07-20

QNITY ELECTRONICS INC COMMON STOCK

New

Shares377

Event2026-06-30

Filed2026-07-20

TOWN

TOWNEBANK PORTSMOUTH VA COM

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

INTU

INTUIT COM

New

Shares233

Event2026-06-30

Filed2026-07-20

MSI

MOTOROLA SOLUTIONS INC COM NEW

New

Shares146

Event2026-06-30

Filed2026-07-20

EWJ

ISHARES MSCI JAPAN ETF

New

Shares650

Event2026-06-30

Filed2026-07-20

EBAY

EBAY INC. COM

New

Shares539

Event2026-06-30

Filed2026-07-20

NOC

NORTHROP GRUMMAN CORP COM

New

Shares118

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP COM

New

Shares645

Event2026-06-30

Filed2026-07-20

BOEING CO COM

New

Shares269

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

KEYS

KEYSIGHT TECHNOLOGIES INC COM

New

Shares165

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC COM

New

Shares796

Event2026-06-30

Filed2026-07-20

ELV

ELEVANCE HEALTH INC FORMERLY A COM

New

Shares146

Event2026-06-30

Filed2026-07-20

EPD

ENTERPRISE PRODS PARTNERS L P COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares500

Event2026-06-30

Filed2026-07-20

DOLLAR GEN CORP COM

New

Shares460

Event2026-06-30

Filed2026-07-20

DAL

DELTA AIR LINES INC

New

Shares560

Event2026-06-30

Filed2026-07-20

ORLY

OREILLY AUTOMOTIVE INC COM

New

Shares564

Event2026-06-30

Filed2026-07-20

COLGATE PALMOLIVE CO COM

New

Shares560

Event2026-06-30

Filed2026-07-20

MET

METLIFE INC COM

New

Shares605

Event2026-06-30

Filed2026-07-20

SNOWFLAKE INC COM SHS

New

Shares201

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELEC PWR CO INC COM

New

Shares371

Event2026-06-30

Filed2026-07-20

SCMB

SCHWAB MUNICIPAL BOND ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

3M CO COM

New

Shares305

Event2026-06-30

Filed2026-07-20

ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF

New

Shares365

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC COM

New

Shares214

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC COM

New

Shares214

Event2026-06-30

Filed2026-07-20

VIOO

VANGUARD S&P SMALL-CAP 600 ETF

New

Shares340

Event2026-06-30

Filed2026-07-20

INGERSOLL RAND INC COM

New

Shares562

Event2026-06-30

Filed2026-07-20

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC COM

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

AWK

AMERICAN WTR WKS CO INC NEW COM

New

Shares339

Event2026-06-30

Filed2026-07-20

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

0.00%

Shares345

Event2026-06-30

Filed2026-07-20

MCO

MOODYS CORP COM

New

Shares97

Event2026-06-30

Filed2026-07-20

OSIS

OSI SYSTEMS INC COM

New

Shares196

Event2026-06-30

Filed2026-07-20

EOG

EOG RES INC COM

New

Shares321

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

WELL

WELLTOWER INC COM

New

Shares181

Event2026-06-30

Filed2026-07-20

TWST

TWIST BIOSCIENCE CORP COM

New

Shares399

Event2026-06-30

Filed2026-07-20

IYJ

ISHARES U.S. INDUSTRIALS ETF

0.00%

Shares240

Event2026-06-30

Filed2026-07-20

FTV

FORTIVE CORP COM

New

Shares631

Event2026-06-30

Filed2026-07-20

HYG

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

0.00%

Shares481

Event2026-06-30

Filed2026-07-20

FREEPORT MCMORAN INC CL B

New

Shares606

Event2026-06-30

Filed2026-07-20

YUMC

YUM CHINA HLDGS INC COM

New

Shares925

Event2026-06-30

Filed2026-07-20

IYF

ISHARES U.S. FINANCIALS ETF

0.00%

Shares295

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO COM

New

Shares648

Event2026-06-30

Filed2026-07-20

BSV

VANGUARD SHORT-TERM BOND ETF

New

Shares467

Event2026-06-30

Filed2026-07-20

AMT

AMERICAN TOWER CORP COM

New

Shares220

Event2026-06-30

Filed2026-07-20

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

New

Shares452

Event2026-06-30

Filed2026-07-20

BKR

BAKER HUGHES COMPANY CL A

New

Shares645

Event2026-06-30

Filed2026-07-20

PGR

PROGRESSIVE CORP COM

New

Shares163

Event2026-06-30

Filed2026-07-20

SPG

SIMON PPTY GROUP INC NEW COM

New

Shares157

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED COM

New

Shares102

Event2026-06-30

Filed2026-07-20

RSG

REPUBLIC SVCS INC COM

New

Shares162

Event2026-06-30

Filed2026-07-20

HPQ

HP INC COM

New

Shares1.6K

Event2026-06-30

Filed2026-07-20

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

New

Shares381

Event2026-06-30

Filed2026-07-20

CMG

CHIPOTLE MEXICAN GRILL INC COM

New

Shares994

Event2026-06-30

Filed2026-07-20

YUM

YUM BRANDS INC COM

New

Shares210

Event2026-06-30

Filed2026-07-20

USB

US BANCORP COM NEW

New

Shares555

Event2026-06-30

Filed2026-07-20

CORTEVA INC COM

New

Shares395

Event2026-06-30

Filed2026-07-20

FITB

FIFTH THIRD BANCORP COM

New

Shares592

Event2026-06-30

Filed2026-07-20

DUPONT DE NEMOURS INC COMMON STOCK

New

Shares246

Event2026-06-30

Filed2026-07-20

PLD

PROLOGIS INC. COM

New

Shares246

Event2026-06-30

Filed2026-07-20

COR

CENCORA INC COM

New

Shares117

Event2026-06-30

Filed2026-07-20

SHW

SHERWIN WILLIAMS CO COM

New

Shares95

Event2026-06-30

Filed2026-07-20

NXP SEMICONDUCTORS N V COM

New

Shares115

Event2026-06-30

Filed2026-07-20

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

0.00%

Shares600

Event2026-06-30

Filed2026-07-20

CCEP

COCA-COLA EUROPACIFIC PARTNERS SHS

New

Shares320

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP COM

New

Shares50

Event2026-06-30

Filed2026-07-20

SNDK

SANDISK CORP COM

New

Shares14

Event2026-06-30

Filed2026-07-20

DCOR

DIMENSIONAL US CORE EQUITY 1 ETF

New

Shares371

Event2026-06-30

Filed2026-07-20

DLR

DIGITAL RLTY TR INC COM

New

Shares162

Event2026-06-30

Filed2026-07-20

PYPL

PAYPAL HLDGS INC COM

New

Shares653

Event2026-06-30

Filed2026-07-20

BBVA

BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

HWM

HOWMET AEROSPACE INC COM

New

Shares102

Event2026-06-30

Filed2026-07-20

ROK

ROCKWELL AUTOMATION INC COM

New

Shares55

Event2026-06-30

Filed2026-07-20

DVN

DEVON ENERGY CORP NEW COM

New

Shares606

Event2026-06-30

Filed2026-07-20

NOV

NOV INC COM

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

PPG

PPG INDS INC COM

New

Shares203

Event2026-06-30

Filed2026-07-20

VMC

VULCAN MATLS CO COM

New

Shares83

Event2026-06-30

Filed2026-07-20

PRU

PRUDENTIAL FINL INC COM

New

Shares222

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC COM

New

Shares79

Event2026-06-30

Filed2026-07-20

CFG

CITIZENS FINL GROUP INC COM

New

Shares328

Event2026-06-30

Filed2026-07-20

AGILENT TECHNOLOGIES INC COM

New

Shares169

Event2026-06-30

Filed2026-07-20

CBRE

CBRE GROUP INC CL A

New

Shares166

Event2026-06-30

Filed2026-07-20

SLB

SLB LIMITED COM STK

New

Shares480

Event2026-06-30

Filed2026-07-20

FTNT

FORTINET INC COM

New

Shares144

Event2026-06-30

Filed2026-07-20

APA CORPORATION COM

New

Shares641

Event2026-06-30

Filed2026-07-20

SYF

SYNCHRONY FINANCIAL COM

New

Shares272

Event2026-06-30

Filed2026-07-20

DOCU

DOCUSIGN INC COM

New

Shares450

Event2026-06-30

Filed2026-07-20

FISERV INC COM

New

Shares406

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC CL A

New

Shares26

Event2026-06-30

Filed2026-07-20

BWXT

BWX TECHNOLOGIES INC COM

New

Shares100

Event2026-06-30

Filed2026-07-20

PCAR

PACCAR INC COM

New

Shares161

Event2026-06-30

Filed2026-07-20

JOHNSON CTLS INTL PLC SHS

New

Shares132

Event2026-06-30

Filed2026-07-20

CHTR

CHARTER COMMUNICATIONS INC CL A

New

Shares133

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC COM

New

Shares276

Event2026-06-30

Filed2026-07-20

NVS

NOVARTIS AG SPONSORED ADR

New

Shares120

Event2026-06-30

Filed2026-07-20

NRG

NRG ENERGY INC COM NEW

New

Shares124

Event2026-06-30

Filed2026-07-20

ACWI

ISHARES MSCI ACWI ETF

0.00%

Shares111

Event2026-06-30

Filed2026-07-20

ELECTRONIC ARTS INC COM

New

Shares84

Event2026-06-30

Filed2026-07-20

CONSTELLATION BRANDS INC CL A

New

Shares123

Event2026-06-30

Filed2026-07-20

OXY

OCCIDENTAL PETE CORP COM

New

Shares352

Event2026-06-30

Filed2026-07-20

TMUS

T-MOBILE US INC COM

New

Shares101

Event2026-06-30

Filed2026-07-20

PFG

PRINCIPAL FINANCIAL GROUP INC COM

New

Shares152

Event2026-06-30

Filed2026-07-20

RIVIAN AUTOMOTIVE INC COM CL A

New

Shares940

Event2026-06-30

Filed2026-07-20

CONSOLIDATED EDISON INC COM

New

Shares145

Event2026-06-30

Filed2026-07-20

TPL

TEXAS PACIFIC LAND CORPORATION COM

New

Shares36

Event2026-06-30

Filed2026-07-20

FORD MTR CO COM

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

REGN

REGENERON PHARMACEUTICALS COM

New

Shares25

Event2026-06-30

Filed2026-07-20

ADSK

AUTODESK INC COM

New

Shares80

Event2026-06-30

Filed2026-07-20

PTON

PELOTON INTERACTIVE INC CL A COM

New

Shares2.6K

Event2026-06-30

Filed2026-07-20

CCI

CROWN CASTLE INTL CORP

New

Shares199

Event2026-06-30

Filed2026-07-20

VRSN

VERISIGN INC COM

New

Shares59

Event2026-06-30

Filed2026-07-20

DGX

QUEST DIAGNOSTICS INC COM

New

Shares69

Event2026-06-30

Filed2026-07-20

NDAQ

NASDAQ INC COM

New

Shares180

Event2026-06-30

Filed2026-07-20

WATT

ENERGOUS CORP COM NEW

New

Shares585

Event2026-06-30

Filed2026-07-20

IYC

ISHARES U.S. CONSUMER DISCRETIONARY ETF

0.00%

Shares135

Event2026-06-30

Filed2026-07-20

SPXC

SPX TECHNOLOGIES INC COM

New

Shares54

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.00%

Shares36

Event2026-06-30

Filed2026-07-20

FIW

FIRST TRUST WATER ETF

New

Shares120

Event2026-06-30

Filed2026-07-20

CMS

CMS ENERGY CORP COM

New

Shares170

Event2026-06-30

Filed2026-07-20

AIZ

ASSURANT INC COM

New

Shares48

Event2026-06-30

Filed2026-07-20

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CL A

New

Shares330

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

New

Shares13

Event2026-06-30

Filed2026-07-20

DKNG

DRAFTKINGS INC NEW COM CL A

New

Shares495

Event2026-06-30

Filed2026-07-20

DTE

DTE ENERGY CO COM

New

Shares80

Event2026-06-30

Filed2026-07-20

TDG

TRANSDIGM GROUP INC COM

New

Shares9

Event2026-06-30

Filed2026-07-20

VLTO

VERALTO CORP COM SHS

New

Shares134

Event2026-06-30

Filed2026-07-20

ARTY

ISHARES FUTURE AI & TECH ETF

New

Shares150

Event2026-06-30

Filed2026-07-20

PHM

PULTE GROUP INC COM

New

Shares83

Event2026-06-30

Filed2026-07-20

EFX

EQUIFAX INC COM

New

Shares70

Event2026-06-30

Filed2026-07-20

KDP

KEURIG DR PEPPER INC COM

New

Shares329

Event2026-06-30

Filed2026-07-20

INSM

INSMED INC COM PAR $.01

New

Shares98

Event2026-06-30

Filed2026-07-20

HPE

HEWLETT PACKARD ENTERPRISE CO COM

New

Shares229

Event2026-06-30

Filed2026-07-20

DOV

DOVER CORP COM

New

Shares46

Event2026-06-30

Filed2026-07-20

CINF

CINCINNATI FINL CORP COM

New

Shares54

Event2026-06-30

Filed2026-07-20

GEHC

GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK

New

Shares155

Event2026-06-30

Filed2026-07-20

LABCORP HOLDINGS INC COM SHS

New

Shares35

Event2026-06-30

Filed2026-07-20

KKR

KKR & CO INC COM

New

Shares105

Event2026-06-30

Filed2026-07-20

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares56

Event2026-06-30

Filed2026-07-20

LANDBRIDGE COMPANY LLC CL A

New

Shares120

Event2026-06-30

Filed2026-07-20

RAL

RALLIANT CORP COM

New

Shares126

Event2026-06-30

Filed2026-07-20

SMURFIT WESTROCK PLC SHS

New

Shares200

Event2026-06-30

Filed2026-07-20

STT

STATE STR CORP COM

New

Shares54

Event2026-06-30

Filed2026-07-20

WRB

BERKLEY W R CORP COM

New

Shares129

Event2026-06-30

Filed2026-07-20

AFL

AFLAC INC COM

New

Shares77

Event2026-06-30

Filed2026-07-20

CRSP

CRISPR THERAPEUTICS AG NAMEN AKT

New

Shares153

Event2026-06-30

Filed2026-07-20

EQIX

EQUINIX INC COM

New

Shares8

Event2026-06-30

Filed2026-07-20

EVLV

EVOLV TECHNOLOGIES HLDNGS INC COM CL A

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

APPLOVIN CORP COM CL A

New

Shares16

Event2026-06-30

Filed2026-07-20

COIN

COINBASE GLOBAL INC COM CL A

New

Shares56

Event2026-06-30

Filed2026-07-20

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

1.19%

Shares85

Event2026-06-30

Filed2026-07-20

TKO

TKO GROUP HOLDINGS INC CL A

New

Shares39

Event2026-06-30

Filed2026-07-20

CIEN

CIENA CORP COM NEW

New

Shares16

Event2026-06-30

Filed2026-07-20

LIVE NATION ENTERTAINMENT INC COM

New

Shares42

Event2026-06-30

Filed2026-07-20

LHX

L3HARRIS TECHNOLOGIES INC COM

New

Shares26

Event2026-06-30

Filed2026-07-20

BRO

BROWN & BROWN INC COM

New

Shares117

Event2026-06-30

Filed2026-07-20

CDNS

CADENCE DESIGN SYSTEM INC COM

New

Shares20

Event2026-06-30

Filed2026-07-20

CCL

CARNIVAL CORP LTD COMMON SHARES

New

Shares262

Event2026-06-30

Filed2026-07-20

HEI.A

HEICO CORP NEW CL A

New

Shares29

Event2026-06-30

Filed2026-07-20

NISOURCE INC COM

New

Shares157

Event2026-06-30

Filed2026-07-20

VANGUARD MID-CAP ETF

-37.67%

Shares91

Event2026-06-30

Filed2026-07-20

SEA LTD SPONSORD ADS

New

Shares76

Event2026-06-30

Filed2026-07-20

ENB

ENBRIDGE INC COM

New

Shares134

Event2026-06-30

Filed2026-07-20

ROST

ROSS STORES INC COM

New

Shares34

Event2026-06-30

Filed2026-07-20

WST

WEST PHARMACEUTICAL SVSC INC COM

New

Shares20

Event2026-06-30

Filed2026-07-20

VST

VISTRA CORP COM

New

Shares45

Event2026-06-30

Filed2026-07-20

GENERAL MTRS CO COM

New

Shares92

Event2026-06-30

Filed2026-07-20

HLT

HILTON WORLDWIDE HLDGS INC COM

New

Shares21

Event2026-06-30

Filed2026-07-20

MLM

MARTIN MARIETTA MATLS INC COM

New

Shares12

Event2026-06-30

Filed2026-07-20

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.00%

Shares100

Event2026-06-30

Filed2026-07-20

ASTRAZENECA PLC ORD

New

Shares36

Event2026-06-30

Filed2026-07-20

AUR

AURORA INNOVATION INC CLASS A COM

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

GWW

WW GRAINGER INC COM

New

Shares5

Event2026-06-30

Filed2026-07-20

FSLR

FIRST SOLAR INC COM

New

Shares28

Event2026-06-30

Filed2026-07-20

BDX

BECTON DICKINSON & CO COM

New

Shares43

Event2026-06-30

Filed2026-07-20

SERVICENOW INC COM

New

Shares65

Event2026-06-30

Filed2026-07-20

BROOKFIELD CORP CL A LTD VT SH

New

Shares147

Event2026-06-30

Filed2026-07-20

ICLR

ICON PUB LTD CO SHS

New

Shares36

Event2026-06-30

Filed2026-07-20

WISE GROUP PLC ORD SHS CLASS A

New

Shares515

Event2026-06-30

Filed2026-07-20

MAS

MASCO CORP COM

New

Shares75

Event2026-06-30

Filed2026-07-20

GSLC

TR ACTIVEBETA US LARGE CAP EQUITY ETF

New

Shares43

Event2026-06-30

Filed2026-07-20

SWK

STANLEY BLACK & DECKER INC COM

New

Shares64

Event2026-06-30

Filed2026-07-20

VRTX

VERTEX PHARMACEUTICALS INC COM

New

Shares12

Event2026-06-30

Filed2026-07-20

SOLS

SOLSTICE ADVANCED MATLS INC COM SHS

New

Shares67

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TRUST SERIES I

New

Shares8

Event2026-06-30

Filed2026-07-20

MKL

MARKEL GROUP INC COM

New

Shares3

Event2026-06-30

Filed2026-07-20

MIAX

MIAMI INTL HLDGS INC COM

New

Shares157

Event2026-06-30

Filed2026-07-20

CARR

CARRIER GLOBAL CORPORATION COM

New

Shares79

Event2026-06-30

Filed2026-07-20

TXT

TEXTRON INC COM

New

Shares63

Event2026-06-30

Filed2026-07-20

NEM

NEWMONT CORP COM

New

Shares60

Event2026-06-30

Filed2026-07-20

CASY

CASEYS GEN STORES INC COM

New

Shares7

Event2026-06-30

Filed2026-07-20

UNITY SOFTWARE INC COM

New

Shares193

Event2026-06-30

Filed2026-07-20

RRX

REGAL REXNORD CORPORATION COM

New

Shares23

Event2026-06-30

Filed2026-07-20

ABVX

ABIVAX SA SPONSORED ADS

New

Shares41

Event2026-06-30

Filed2026-07-20

ZOETIS INC CL A

New

Shares75

Event2026-06-30

Filed2026-07-20

WEX

WEX INC COM

New

Shares37

Event2026-06-30

Filed2026-07-20

NTRA

NATERA INC COM

New

Shares19

Event2026-06-30

Filed2026-07-20

TIC SOLUTIONS INC COM

New

Shares629

Event2026-06-30

Filed2026-07-20

XEL

XCEL ENERGY INC COM

New

Shares63

Event2026-06-30

Filed2026-07-20

ARCH CAP GROUP LTD ORD

New

Shares52

Event2026-06-30

Filed2026-07-20

GLOBE LIFE INC COM

New

Shares28

Event2026-06-30

Filed2026-07-20

BLDR

BUILDERS FIRSTSOURCE INC COM

New

Shares55

Event2026-06-30

Filed2026-07-20

BXP

BXP INC COM

New

Shares74

Event2026-06-30

Filed2026-07-20

RPM

RPM INTL INC COM

New

Shares44

Event2026-06-30

Filed2026-07-20

TORONTO DOMINION BK ONT COM NEW

New

Shares40

Event2026-06-30

Filed2026-07-20

JAPN

HORIZON KINETICS JAPAN OWNER OPERATOR ETF

New

Shares212

Event2026-06-30

Filed2026-07-20

PTLO

PORTILLOS INC COM CL A

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

MNST

MONSTER BEVERAGE CORP NEW COM

New

Shares49

Event2026-06-30

Filed2026-07-20

IVZ

INVESCO LTD SHS

New

Shares178

Event2026-06-30

Filed2026-07-20

MPTI

M-TRON INDS INC COM

New

Shares47

Event2026-06-30

Filed2026-07-20

TLN

TALEN ENERGY CORP COM

New

Shares12

Event2026-06-30

Filed2026-07-20

SPOTIFY TECHNOLOGY S A SHS

New

Shares10

Event2026-06-30

Filed2026-07-20

IBN

ICICI BANK LIMITED ADR

New

Shares158

Event2026-06-30

Filed2026-07-20

LII

LENNOX INTL INC COM

New

Shares8

Event2026-06-30

Filed2026-07-20

HROW

HARROW INC COM

New

Shares107

Event2026-06-30

Filed2026-07-20

MTB

M & T BK CORP COM

New

Shares19

Event2026-06-30

Filed2026-07-20

EIX

EDISON INTL COM

New

Shares60

Event2026-06-30

Filed2026-07-20

TPCS

TECHPRECISION CORP COM NEW

New

Shares834

Event2026-06-30

Filed2026-07-20

MICROCHIP TECHNOLOGY INC. COM

New

Shares47

Event2026-06-30

Filed2026-07-20

CCLD

CARECLOUD INC COM

New

Shares2.0K

Event2026-06-30

Filed2026-07-20

UBS

UBS GROUP AG SHS

New

Shares85

Event2026-06-30

Filed2026-07-20

GIS

GENERAL MILLS INC COM

New

Shares121

Event2026-06-30

Filed2026-07-20

CACI

CACI INTL INC CL A

New

Shares9

Event2026-06-30

Filed2026-07-20

EQR

EQUITY RESIDENTIAL SH BEN INT

New

Shares61

Event2026-06-30

Filed2026-07-20

ENTG

ENTEGRIS INC COM

New

Shares23

Event2026-06-30

Filed2026-07-20

ADM

ARCHER DANIELS MIDLAND CO COM

New

Shares54

Event2026-06-30

Filed2026-07-20

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

1.11%

Shares91

Event2026-06-30

Filed2026-07-20

PTCT

PTC THERAPEUTICS INC COM

New

Shares50

Event2026-06-30

Filed2026-07-20

NVO

NOVO-NORDISK A S ADR

New

Shares85

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC SHS

New

Shares52

Event2026-06-30

Filed2026-07-20

EQT

EQT CORP COM

New

Shares75

Event2026-06-30

Filed2026-07-20

LEN

LENNAR CORP CL A

New

Shares44

Event2026-06-30

Filed2026-07-20

HAL

HALLIBURTON CO COM

New

Shares116

Event2026-06-30

Filed2026-07-20

AKAMAI TECHNOLOGIES INC COM

New

Shares33

Event2026-06-30

Filed2026-07-20

CANADIAN PACIFIC KANSAS CITY COM

New

Shares45

Event2026-06-30

Filed2026-07-20

BIIB

BIOGEN INC COM

New

Shares18

Event2026-06-30

Filed2026-07-20

BIPC

BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A

New

Shares101

Event2026-06-30

Filed2026-07-20

KEY

KEYCORP COM

New

Shares168

Event2026-06-30

Filed2026-07-20

FLYW

FLYWIRE CORPORATION COM VTG

New

Shares218

Event2026-06-30

Filed2026-07-20

ARAMARK COM

New

Shares67

Event2026-06-30

Filed2026-07-20

BURLINGTON STORES INC COM

New

Shares12

Event2026-06-30

Filed2026-07-20

SEIC

SEI INVTS CO COM

New

Shares42

Event2026-06-30

Filed2026-07-20

HBAN

HUNTINGTON BANCSHARES INC COM

New

Shares205

Event2026-06-30

Filed2026-07-20

CXDO

CREXENDO INC COM

New

Shares477

Event2026-06-30

Filed2026-07-20

FERG

FERGUSON ENTERPRISES INC COMMON STOCK NEW

New

Shares15

Event2026-06-30

Filed2026-07-20

FBRT

FRANKLIN BSP RLTY TR INC COMMON STOCK

New

Shares435

Event2026-06-30

Filed2026-07-20

TEVA

TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS

New

Shares103

Event2026-06-30

Filed2026-07-20

CF INDUSTRIES HOLD COM

New

Shares32

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available