Sponsored
The Analysis of SOA Wealth Advisors, LLC.'s Holdings & P&L
Currently, SOA Wealth Advisors, LLC. holds 892 types of securities in its portfolio with a total value $595.1M. In the most recent quarter, they have increased their positions in IWF (+60.5K shares, valued at $7.5M), GRNY (+183.8K shares, valued at $5.1M), VUG (+49.8K shares, valued at $4.3M); decreased their positions in XBI (-96.0K shares, valued at $15.2M), SPYV (-70.3K shares, valued at $4.3M), AAPL (-15.3K shares, valued at $4.0M); initiated new positions in N/A (+15.2K shares, valued at $951.0K), N/A (+5.2K shares, valued at $893.4K), EGUS (+5.2K shares, valued at $302.8K).
1M P&L
-6.4M-0.54%
3M P&L
+41.1M+3.64%
HY P&L
+59.3M+5.34%
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/A368.1M
66.1%
2Consumer Electronics60.2M
10.8%
3Semiconductors33.1M
6.0%
Top Industries by Stock Count
1N/A350 stocks
43.8%
2Semiconductors16 stocks
2.0%
3Asset Management16 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
YSEP FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER89.4K shares-0.87%2026-06-302026-07-21
Sponsored
Sponsored
Sponsored
Sponsored
EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS15.2K sharesnew addition2026-06-302026-07-21
Sponsored
SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK5.2K sharesnew addition2026-06-302026-07-21
Sponsored
VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF2.0K shares-3.15%2026-06-302026-07-21
Sponsored
Sponsored
Sponsored
Sponsored
COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM6.6K shares-62.68%2026-06-302026-07-21
Sponsored
Sponsored
ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF3.7K shares-2.03%2026-06-302026-07-21
Sponsored
Sponsored
Sponsored
Sponsored
YDEC FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER9.5K shares0.00%2026-06-302026-07-21
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND1.9K shares1.39%2026-06-302026-07-21
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ALIBABA GROUP HLDG LTD SPONSORED ADS ALIBABA GROUP HLDG LTD SPONSORED ADS68.4K shares26.89%2026-06-302026-07-21
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A512 shares-5.01%2026-06-302026-07-21
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
LIVE NATION ENTERTAINMENT INC COM LIVE NATION ENTERTAINMENT INC COM4.6K shares40.75%2026-06-302026-07-21
Sponsored
STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF970 shares0.21%2026-06-302026-07-21
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF244 shares-11.59%2026-06-302026-07-21
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
IWY
0.96%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares208.9K
Event2026-06-30
Filed2026-07-21
AAPL
-6.17%APPLE INC COM
Shares232.3K
Event2026-06-30
Filed2026-07-21
VOO
-0.24%VANGUARD S&P 500 ETF
Shares49.9K
Event2026-06-30
Filed2026-07-21
NVDA
-4.51%NVIDIA CORPORATION COM
Shares153.2K
Event2026-06-30
Filed2026-07-21
VOE
2.93%VANGUARD MID-CAP VALUE ETF
Shares82.7K
Event2026-06-30
Filed2026-07-21
GRNY
45.76%FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
Shares585.6K
Event2026-06-30
Filed2026-07-21
FNDF
3.57%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares289.6K
Event2026-06-30
Filed2026-07-21
AMZN
-2.89%AMAZON COM INC COM
Shares71.6K
Event2026-06-30
Filed2026-07-21
MSFT
33.12%MICROSOFT CORP COM
Shares102.2K
Event2026-06-30
Filed2026-07-21
EFIV
-1.80%STATE STREET SPDR S&P 500 ESG ETF
Shares165.9K
Event2026-06-30
Filed2026-07-21
GOOGL
3.68%ALPHABET INC CAP STK CL A
Shares56.4K
Event2026-06-30
Filed2026-07-21
IWF
293.07%ISHARES RUSSELL 1000 GROWTH ETF
Shares81.1K
Event2026-06-30
Filed2026-07-21
DVY
-3.49%ISHARES SELECT DIVIDEND ETF
Shares61.2K
Event2026-06-30
Filed2026-07-21
QQQ
-0.45%INVESCO QQQ TRUST SERIES I
Shares12.0K
Event2026-06-30
Filed2026-07-21
DGRO
-2.47%ISHARES CORE DIVIDEND GROWTH ETF
Shares110.6K
Event2026-06-30
Filed2026-07-21
BRK.B
-3.91%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares16.1K
Event2026-06-30
Filed2026-07-21
IJK
-19.30%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares63.6K
Event2026-06-30
Filed2026-07-21
JPMORGAN CHASE & CO COM
-26.09%JPMORGAN CHASE & CO COM
Shares32.0K
Event2026-06-30
Filed2026-07-21
VGSR
15.91%VERT GLOBAL SUSTAINABLE REAL ESTATE ETF
Shares626.0K
Event2026-06-30
Filed2026-07-21
VBR
-12.08%VANGUARD SMALL CAP VALUE ETF
Shares312.6K
Event2026-06-30
Filed2026-07-21
IJT
-15.71%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares35.5K
Event2026-06-30
Filed2026-07-21
VOT
-13.39%VANGUARD MID-CAP GROWTH ETF
Shares17.4K
Event2026-06-30
Filed2026-07-21
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares7
Event2026-06-30
Filed2026-07-21
EFG
-1.60%ISHARES MSCI EAFE GROWTH ETF
Shares41.5K
Event2026-06-30
Filed2026-07-21
VUG
492.84%VANGUARD GROWTH ETF
Shares59.9K
Event2026-06-30
Filed2026-07-21
SPYV
-47.05%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares79.1K
Event2026-06-30
Filed2026-07-21
ICF
17.44%ISHARES SELECT U.S. REIT ETF
Shares69.0K
Event2026-06-30
Filed2026-07-21
AMERIPRISE FINL INC COM
-0.88%AMERIPRISE FINL INC COM
Shares9.7K
Event2026-06-30
Filed2026-07-21
IWR
22.55%ISHARES RUSSELL MIDCAP ETF
Shares36.8K
Event2026-06-30
Filed2026-07-21
SPEM
-7.35%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares75.3K
Event2026-06-30
Filed2026-07-21
IEMG
46.75%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares214.0K
Event2026-06-30
Filed2026-07-21
STATE STREET SPDR S&P 500 ETF
-4.78%STATE STREET SPDR S&P 500 ETF
Shares4.8K
Event2026-06-30
Filed2026-07-21
IJR
-8.71%ISHARES CORE S&P SMALL CAP ETF
Shares22.9K
Event2026-06-30
Filed2026-07-21
IWD
-1.59%ISHARES RUSSELL 1000 VALUE ETF
Shares13.9K
Event2026-06-30
Filed2026-07-21
IJH
-8.66%ISHARES CORE S&P MID-CAP ETF
Shares43.4K
Event2026-06-30
Filed2026-07-21
IJS
-8.12%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares23.6K
Event2026-06-30
Filed2026-07-21
IWX
-6.16%ISHARES RUSSELL TOP 200 VALUE ETF
Shares30.1K
Event2026-06-30
Filed2026-07-21
NYF
-0.74%ISHARES NEW YORK MUNI BOND ETF
Shares58.7K
Event2026-06-30
Filed2026-07-21
IWL
-12.12%ISHARES RUSSELL TOP 200 ETF
Shares16.5K
Event2026-06-30
Filed2026-07-21
AXP
0.50%AMERICAN EXPRESS CO COM
Shares8.5K
Event2026-06-30
Filed2026-07-21
IWP
-48.19%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares19.3K
Event2026-06-30
Filed2026-07-21
VO
236.14%VANGUARD MID-CAP ETF
Shares34.8K
Event2026-06-30
Filed2026-07-21
ESGD
-4.50%ISHARES ESG AWARE MSCI EAFE ETF
Shares26.7K
Event2026-06-30
Filed2026-07-21
CISCO SYS INC COM
0.07%CISCO SYS INC COM
Shares23.3K
Event2026-06-30
Filed2026-07-21
VTV
-1.11%VANGUARD VALUE ETF
Shares12.5K
Event2026-06-30
Filed2026-07-21
ISHARES CORE S&P 500 ETF
1.63%ISHARES CORE S&P 500 ETF
Shares3.6K
Event2026-06-30
Filed2026-07-21
VGT
656.88%VANGUARD INFORMATION TECHNOLOGY ETF
Shares22.6K
Event2026-06-30
Filed2026-07-21
EFA
3.30%ISHARES MSCI EAFE ETF
Shares24.5K
Event2026-06-30
Filed2026-07-21
VBK
-24.59%VANGUARD SMALL-CAP GROWTH ETF
Shares6.8K
Event2026-06-30
Filed2026-07-21
YSEP
-0.87%FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER
Shares89.4K
Event2026-06-30
Filed2026-07-21
VB
-16.99%VANGUARD SMALL-CAP ETF
Shares7.9K
Event2026-06-30
Filed2026-07-21
FOCT
-0.17%FT VEST U.S. EQUITY BUFFER ETF - OCTOBER
Shares44.1K
Event2026-06-30
Filed2026-07-21
IWM
18.07%ISHARES RUSSELL 2000 ETF
Shares99.0K
Event2026-06-30
Filed2026-07-21
AMD
-4.08%ADVANCED MICRO DEVICES INC COM
Shares3.8K
Event2026-06-30
Filed2026-07-21
META PLATFORMS INC CL A
203.57%META PLATFORMS INC CL A
Shares12.1K
Event2026-06-30
Filed2026-07-21
PANW
-13.44%PALO ALTO NETWORKS INC COM
Shares17.2K
Event2026-06-30
Filed2026-07-21
JNJ
-0.76%JOHNSON & JOHNSON COM
Shares7.2K
Event2026-06-30
Filed2026-07-21
IYR
-10.31%ISHARES U.S. REAL ESTATE ETF
Shares17.8K
Event2026-06-30
Filed2026-07-21
NEXTERA ENERGY INC COM
-3.28%NEXTERA ENERGY INC COM
Shares20.7K
Event2026-06-30
Filed2026-07-21
DSI
0.52%ISHARES ESG MSCI KLD 400 ETF
Shares12.1K
Event2026-06-30
Filed2026-07-21
IJJ
-2.35%ISHARES S&P MID-CAP 400 VALUE ETF
Shares11.6K
Event2026-06-30
Filed2026-07-21
ONEV
15.04%STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF
Shares11.9K
Event2026-06-30
Filed2026-07-21
GOOG
8.83%ALPHABET INC CAP STK CL C
Shares4.8K
Event2026-06-30
Filed2026-07-21
LRCX
-1.83%LAM RESEARCH CORP COM NEW
Shares3.9K
Event2026-06-30
Filed2026-07-21
GS
506.09%GOLDMAN SACHS GROUP INC COM
Shares9.8K
Event2026-06-30
Filed2026-07-21
ED
-0.61%CONSOLIDATED EDISON INC COM
Shares14.0K
Event2026-06-30
Filed2026-07-21
SUSA
0.00%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares9.9K
Event2026-06-30
Filed2026-07-21
PPA
1.40%INVESCO AEROSPACE & DEFENSE ETF
Shares8.6K
Event2026-06-30
Filed2026-07-21
HDV
381.17%ISHARES CORE HIGH DIVIDEND ETF
Shares55.3K
Event2026-06-30
Filed2026-07-21
DIA
345.05%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares2.8K
Event2026-06-30
Filed2026-07-21
GWW
-27.13%WW GRAINGER INC COM
Shares1.1K
Event2026-06-30
Filed2026-07-21
NETFLIX INC. COM
-47.26%NETFLIX INC. COM
Shares19.4K
Event2026-06-30
Filed2026-07-21
WMT
-46.21%WALMART INC COM
Shares17.3K
Event2026-06-30
Filed2026-07-21
IBM
28.08%INTERNATIONAL BUSINESS MACHS COM
Shares4.7K
Event2026-06-30
Filed2026-07-21
ORACLE CORP COM
97.78%ORACLE CORP COM
Shares15.9K
Event2026-06-30
Filed2026-07-21
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares5.4K
Event2026-06-30
Filed2026-07-21
SOXX
-0.42%ISHARES SEMICONDUCTOR ETF
Shares1.9K
Event2026-06-30
Filed2026-07-21
MU
32.47%MICRON TECHNOLOGY INC COM
Shares1.0K
Event2026-06-30
Filed2026-07-21
SMH
-8.01%VANECK SEMICONDUCTOR ETF
Shares1.8K
Event2026-06-30
Filed2026-07-21
MDY
-14.66%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares1.6K
Event2026-06-30
Filed2026-07-21
HD
-29.75%HOME DEPOT INC COM
Shares16.9K
Event2026-06-30
Filed2026-07-21
XSD
0.00%STATE STREET SPDR S&P SEMICONDUCTOR ETF
Shares1.8K
Event2026-06-30
Filed2026-07-21
TSM
189.58%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares90.4K
Event2026-06-30
Filed2026-07-21
BROADCOM INC COM
6.60%BROADCOM INC COM
Shares18.4K
Event2026-06-30
Filed2026-07-21
IYH
-3.06%ISHARES U.S. HEALTHCARE ETF
Shares14.9K
Event2026-06-30
Filed2026-07-21
HIMU
11.96%ISHARES HIGH YIELD MUNI ACTIVE ETF
Shares19.3K
Event2026-06-30
Filed2026-07-21
EXXONMOBIL HOLDINGS CORP COM SHS
NewEXXONMOBIL HOLDINGS CORP COM SHS
Shares15.2K
Event2026-06-30
Filed2026-07-21
MRK
4.20%MERCK & CO INC COM
Shares7.3K
Event2026-06-30
Filed2026-07-21
SCHD
-9.75%SCHWAB US DIVIDEND EQUITY ETF
Shares29.4K
Event2026-06-30
Filed2026-07-21
CAT
-7.12%CATERPILLAR INC COM
Shares848
Event2026-06-30
Filed2026-07-21
IGM
0.05%ISHARES EXPANDED TECH SECTOR ETF
Shares5.5K
Event2026-06-30
Filed2026-07-21
SPACE EXPLORATION TECHN CORP CLASS A COM STK
NewSPACE EXPLORATION TECHN CORP CLASS A COM STK
Shares5.2K
Event2026-06-30
Filed2026-07-21
XLF
-1.58%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares16.4K
Event2026-06-30
Filed2026-07-21
ZETA
-19.05%ZETA GLOBAL HOLDINGS CORP CL A
Shares42.5K
Event2026-06-30
Filed2026-07-21
VISA INC COM CL A
-62.24%VISA INC COM CL A
Shares9.3K
Event2026-06-30
Filed2026-07-21
IWB
-3.28%ISHARES RUSSELL 1000 ETF
Shares2.0K
Event2026-06-30
Filed2026-07-21
XLK
-4.26%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares4.1K
Event2026-06-30
Filed2026-07-21
TSLA
-6.61%TESLA INC COM
Shares7.5K
Event2026-06-30
Filed2026-07-21
YMAR
3.93%FT VEST INTERNATIONAL EQUITY MODERATE BUFFER
Shares26.7K
Event2026-06-30
Filed2026-07-21
FJUN
-2.59%FT VEST U.S. EQUITY BUFFER ETF - JUNE
Shares12.7K
Event2026-06-30
Filed2026-07-21
VANGUARD TOTAL STOCK MARKET ETF
-3.15%VANGUARD TOTAL STOCK MARKET ETF
Shares2.0K
Event2026-06-30
Filed2026-07-21
INTC
1.57%INTEL CORP COM
Shares5.2K
Event2026-06-30
Filed2026-07-21
UPS
607.94%UNITED PARCEL SVCS INC CL B
Shares44.8K
Event2026-06-30
Filed2026-07-21
CFG
998700.00%CITIZENS FINL GROUP INC COM
Shares10.0K
Event2026-06-30
Filed2026-07-21
FMAY
-7.83%FT VEST U.S. EQUITY BUFFER FUND - MAY
Shares12.0K
Event2026-06-30
Filed2026-07-21
IWO
-15.22%ISHARES RUSSELL 2000 GROWTH ETF
Shares1.7K
Event2026-06-30
Filed2026-07-21
AOR
7.27%ISHARES CORE 60/40 BALANCED ALLOCATION ETF
Shares9.7K
Event2026-06-30
Filed2026-07-21
TXN
0.49%TEXAS INSTRS INC COM
Shares2.2K
Event2026-06-30
Filed2026-07-21
MRVL
90.06%MARVELL TECHNOLOGY INC COM
Shares2.2K
Event2026-06-30
Filed2026-07-21
FJUL
1.99%FT VEST U.S. EQUITY BUFFER ETF - JULY
Shares10.9K
Event2026-06-30
Filed2026-07-21
FAPR
5.60%FT VEST U.S. EQUITY BUFFER ETF - APRIL
Shares13.6K
Event2026-06-30
Filed2026-07-21
CVX
-1.56%CHEVRON CORPORATION COM
Shares3.8K
Event2026-06-30
Filed2026-07-21
LMT
0.58%LOCKHEED MARTIN CORP COM
Shares1.2K
Event2026-06-30
Filed2026-07-21
GEV
160.10%GE VERNOVA INC COM
Shares144.7K
Event2026-06-30
Filed2026-07-21
DIS
-2.40%DISNEY WALT CO COM
Shares6.3K
Event2026-06-30
Filed2026-07-21
YJUN
2.98%FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE
Shares22.7K
Event2026-06-30
Filed2026-07-21
XAR
0.05%STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
Shares2.1K
Event2026-06-30
Filed2026-07-21
ISHARES CORE MSCI EAFE ETF
-12.03%ISHARES CORE MSCI EAFE ETF
Shares5.7K
Event2026-06-30
Filed2026-07-21
SMAY
2.21%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY
Shares19.4K
Event2026-06-30
Filed2026-07-21
MGK
400.16%VANGUARD MEGA CAP GROWTH ETF
Shares6.2K
Event2026-06-30
Filed2026-07-21
IVW
0.08%ISHARES S&P 500 GROWTH ETF
Shares3.9K
Event2026-06-30
Filed2026-07-21
PKB
0.10%INVESCO BUILDING & CONSTRUCTION ETF
Shares4.8K
Event2026-06-30
Filed2026-07-21
ONEQ
-0.08%FIDELITY NASDAQ COMPOSITE INDEX ETF
Shares5.0K
Event2026-06-30
Filed2026-07-21
SFEB
-3.40%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY
Shares18.8K
Event2026-06-30
Filed2026-07-21
XLV
-5.19%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares77.4K
Event2026-06-30
Filed2026-07-21
PG
-69.55%PROCTER & GAMBLE CO COM
Shares4.6K
Event2026-06-30
Filed2026-07-21
VYM
0.29%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares3.1K
Event2026-06-30
Filed2026-07-21
DE
-7.48%DEERE & CO COM
Shares767
Event2026-06-30
Filed2026-07-21
SOCL
-4.36%GLOBAL X SOCIAL MEDIA ETF
Shares10.9K
Event2026-06-30
Filed2026-07-21
BAC
0.13%BANK OF AMER CORP COM
Shares8.3K
Event2026-06-30
Filed2026-07-21
IYW
0.05%ISHARES U.S. TECHNOLOGY ETF
Shares1.9K
Event2026-06-30
Filed2026-07-21
ARM
155.64%ARM HOLDINGS PLC SPONSORED ADS
Shares1.3K
Event2026-06-30
Filed2026-07-21
COSTCO WHOLESALE CORPORATION COM
-62.68%COSTCO WHOLESALE CORPORATION COM
Shares6.6K
Event2026-06-30
Filed2026-07-21
MCD
-82.44%MCDONALDS CORP COM
Shares1.6K
Event2026-06-30
Filed2026-07-21
MMC
-3.34%MARSH & MCLENNAN COS INC COM
Shares2.6K
Event2026-06-30
Filed2026-07-21
DJUN
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE
Shares8.8K
Event2026-06-30
Filed2026-07-21
SCHG
0.10%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares12.8K
Event2026-06-30
Filed2026-07-21
IYF
-11.99%ISHARES U.S. FINANCIALS ETF
Shares3.4K
Event2026-06-30
Filed2026-07-21
3M CO COM
0.00%3M CO COM
Shares2.6K
Event2026-06-30
Filed2026-07-21
VCSH
0.86%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares5.4K
Event2026-06-30
Filed2026-07-21
KXI
-14.66%ISHARES GLOBAL CONSUMER STAPLES ETF
Shares6.3K
Event2026-06-30
Filed2026-07-21
PRF
0.33%INVESCO RAFI US 1000 ETF
Shares7.7K
Event2026-06-30
Filed2026-07-21
KO
-6.51%COCA COLA CO COM
Shares5.1K
Event2026-06-30
Filed2026-07-21
PALANTIR TECHNOLOGIES INC CL A
-3.46%PALANTIR TECHNOLOGIES INC CL A
Shares3.5K
Event2026-06-30
Filed2026-07-21
T
0.24%AT&T INC COM
Shares19.2K
Event2026-06-30
Filed2026-07-21
EEM
-4.36%ISHARES MSCI EMERGING MARKETS ETF
Shares5.6K
Event2026-06-30
Filed2026-07-21
GE
-3.39%GE AEROSPACE COM NEW
Shares1.0K
Event2026-06-30
Filed2026-07-21
FDEC
-1.58%FT VEST US EQUITY BUFFER ETF - DECEMBER
Shares7.0K
Event2026-06-30
Filed2026-07-21
BX
7.73%BLACKSTONE INC COM
Shares3.2K
Event2026-06-30
Filed2026-07-21
LLY
-47.94%ELI LILLY & CO COM
Shares9.1K
Event2026-06-30
Filed2026-07-21
FMAR
-0.03%FT VEST US EQUITY BUFFER ETF - MARCH
Shares7.1K
Event2026-06-30
Filed2026-07-21
ISHARES CORE U.S. AGGREGATE BOND ETF
-2.03%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares3.7K
Event2026-06-30
Filed2026-07-21
DDEC
-0.20%FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER
Shares7.6K
Event2026-06-30
Filed2026-07-21
NMM
0.00%NAVIOS MARITIME PARTNERS LP COM UNIT LPI
Shares5.1K
Event2026-06-30
Filed2026-07-21
OMC
-0.08%OMNICOM GROUP INC COM
Shares4.9K
Event2026-06-30
Filed2026-07-21
FAUG
-2.00%FT VEST U.S. EQUITY BUFFER ETF - AUGUST
Shares6.3K
Event2026-06-30
Filed2026-07-21
KLAC
718.88%KLA CORP COM NEW
Shares1.2K
Event2026-06-30
Filed2026-07-21
UNP
-25.73%UNION PAC CORP COM
Shares7.2K
Event2026-06-30
Filed2026-07-21
BND
0.42%VANGUARD TOTAL BOND MARKET ETF
Shares4.8K
Event2026-06-30
Filed2026-07-21
PEP
-5.70%PEPSICO INC COM
Shares2.6K
Event2026-06-30
Filed2026-07-21
NUMG
0.00%NUVEEN ESG MID-CAP GROWTH ETF
Shares7.3K
Event2026-06-30
Filed2026-07-21
UNITEDHEALTH GROUP INC COM
24.54%UNITEDHEALTH GROUP INC COM
Shares807
Event2026-06-30
Filed2026-07-21
XLP
0.68%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares4.0K
Event2026-06-30
Filed2026-07-21
IGV
3.79%ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares3.6K
Event2026-06-30
Filed2026-07-21
ALERIAN MLP ETF
21.94%ALERIAN MLP ETF
Shares319.2K
Event2026-06-30
Filed2026-07-21
ILCG
0.00%ISHARES MORNINGSTAR GROWTH ETF
Shares2.7K
Event2026-06-30
Filed2026-07-21
FSEP
-3.61%FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER
Shares5.8K
Event2026-06-30
Filed2026-07-21
RY
925.82%ROYAL BK CDA COM
Shares14.7K
Event2026-06-30
Filed2026-07-21
VRT
-5.71%VERTIV HOLDINGS CO COM CL A
Shares908
Event2026-06-30
Filed2026-07-21
EGUS
NewISHARES ESG AWARE MSCI USA GROWTH ETF
Shares5.2K
Event2026-06-30
Filed2026-07-21
ITA
17.14%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares1.2K
Event2026-06-30
Filed2026-07-21
SBUX
-4.83%STARBUCKS CORP COM
Shares2.9K
Event2026-06-30
Filed2026-07-21
BA
-17.80%BOEING CO COM
Shares1.4K
Event2026-06-30
Filed2026-07-21
DMXF
0.15%ISHARES ESG ADVANCED MSCI EAFE ETF
Shares3.4K
Event2026-06-30
Filed2026-07-21
VZ
-30.56%VERIZON COMMUNICATIONS INC COM
Shares13.4K
Event2026-06-30
Filed2026-07-21
CROWDSTRIKE HLDGS INC CL A
-7.62%CROWDSTRIKE HLDGS INC CL A
Shares376
Event2026-06-30
Filed2026-07-21
ANET
1.28%ARISTA NETWORKS INC COM SHS
Shares1.7K
Event2026-06-30
Filed2026-07-21
ABBVIE INC COM
-74.32%ABBVIE INC COM
Shares4.6K
Event2026-06-30
Filed2026-07-21
DDM
0.00%PROSHARES ULTRA DOW30
Shares4.1K
Event2026-06-30
Filed2026-07-21
YDEC
0.00%FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER
Shares9.5K
Event2026-06-30
Filed2026-07-21
ADI
0.30%ANALOG DEVICES INC COM
Shares658
Event2026-06-30
Filed2026-07-21
TMO
-1.52%THERMO FISHER SCIENTIFIC INC COM
Shares520
Event2026-06-30
Filed2026-07-21
FJAN
0.00%FT VEST US EQUITY BUFFER ETF - JANUARY
Shares4.5K
Event2026-06-30
Filed2026-07-21
BKNG
2401.79%BOOKING HOLDINGS INC COM
Shares1.4K
Event2026-06-30
Filed2026-07-21
QCOM
-29.41%QUALCOMM INC COM
Shares1.3K
Event2026-06-30
Filed2026-07-21
WMB
21.12%WILLIAMS COS INC COM
Shares78.5K
Event2026-06-30
Filed2026-07-21
EPD
0.17%ENTERPRISE PRODS PARTNERS L P COM
Shares6.6K
Event2026-06-30
Filed2026-07-21
ARK INNOVATION ETF
-4.72%ARK INNOVATION ETF
Shares3.0K
Event2026-06-30
Filed2026-07-21
QDEC
0.00%FT VEST NASDAQ-100 BUFFER ETF - DECEMBER
Shares6.6K
Event2026-06-30
Filed2026-07-21
LIN
1967.67%LINDE PLC SHS
Shares8.9K
Event2026-06-30
Filed2026-07-21
LQD
1.10%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares2.1K
Event2026-06-30
Filed2026-07-21
BMY
-13.33%BRISTOL-MYERS SQUIBB CO COM
Shares4.0K
Event2026-06-30
Filed2026-07-21
WFC
0.00%WELLS FARGO & CO COM
Shares2.8K
Event2026-06-30
Filed2026-07-21
VOOG
500.22%VANGUARD S&P 500 GROWTH ETF
Shares2.7K
Event2026-06-30
Filed2026-07-21
DAL
0.00%DELTA AIR LINES INC COM NEW
Shares2.4K
Event2026-06-30
Filed2026-07-21
BK
-9.61%BANK OF NY MELLON CORP COM
Shares7.0K
Event2026-06-30
Filed2026-07-21
PM
12.63%PHILIP MORRIS INTL INC COM
Shares36.5K
Event2026-06-30
Filed2026-07-21
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares913
Event2026-06-30
Filed2026-07-21
AWF
0.00%ALLIANCEBERNSTEIN GLOBAL HIGH COM
Shares20.9K
Event2026-06-30
Filed2026-07-21
NXP SEMICONDUCTORS N V COM
0.00%NXP SEMICONDUCTORS N V COM
Shares764
Event2026-06-30
Filed2026-07-21
SCHW
-13.23%SCHWAB CHARLES CORP COM
Shares2.3K
Event2026-06-30
Filed2026-07-21
ICE
-86.28%INTERCONTINENTAL EXCHANGE INC COM
Shares1.7K
Event2026-06-30
Filed2026-07-21
ALAB
-4.44%ASTERA LABS INC COM
Shares430
Event2026-06-30
Filed2026-07-21
IVLU
0.00%ISHARES MSCI INTL VALUE FACTOR ETF
Shares4.9K
Event2026-06-30
Filed2026-07-21
TIP
1.50%ISHARES TIPS BOND ETF
Shares1.8K
Event2026-06-30
Filed2026-07-21
AGO
0.00%ASSURED GUARANTY LTD COM
Shares2.5K
Event2026-06-30
Filed2026-07-21
SNOV
-6.18%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER
Shares7.3K
Event2026-06-30
Filed2026-07-21
MS
-3.96%MORGAN STANLEY COM NEW
Shares945
Event2026-06-30
Filed2026-07-21
VLO
-1.44%VALERO ENERGY CORP COM
Shares753
Event2026-06-30
Filed2026-07-21
ROYAL CARIBBEAN GROUP COM
50.00%ROYAL CARIBBEAN GROUP COM
Shares600
Event2026-06-30
Filed2026-07-21
NBIS
-8.80%NEBIUS GROUP N.V. SHS CLASS A
Shares684
Event2026-06-30
Filed2026-07-21
FFEB
-4.76%FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY
Shares3.1K
Event2026-06-30
Filed2026-07-21
PH
-56.39%PARKER-HANNIFIN CORP COM
Shares6.9K
Event2026-06-30
Filed2026-07-21
AMGN
-8.77%AMGEN INC COM
Shares510
Event2026-06-30
Filed2026-07-21
DELL
2780.31%DELL TECHNOLOGIES INC CL C
Shares13.0K
Event2026-06-30
Filed2026-07-21
PIO
0.15%INVESCO GLOBAL WATER ETF
Shares4.0K
Event2026-06-30
Filed2026-07-21
NUSC
-31.16%NUVEEN ESG SMALL-CAP ETF
Shares3.5K
Event2026-06-30
Filed2026-07-21
MPLX
0.00%MPLX LP COM UNIT REP LTD
Shares3.2K
Event2026-06-30
Filed2026-07-21
CRWV
103.39%COREWEAVE INC COM CL A
Shares1.8K
Event2026-06-30
Filed2026-07-21
VANECK GOLD MINERS ETF
0.00%VANECK GOLD MINERS ETF
Shares2.3K
Event2026-06-30
Filed2026-07-21
IFRA
0.29%ISHARES U.S. INFRASTRUCTURE ETF
Shares2.8K
Event2026-06-30
Filed2026-07-21
BLK
-50.30%BLACKROCK INC COM
Shares6.5K
Event2026-06-30
Filed2026-07-21
WPC
0.53%WP CAREY INC COM
Shares2.4K
Event2026-06-30
Filed2026-07-21
QTUM
11.31%DEFIANCE QUANTUM ETF
Shares1.1K
Event2026-06-30
Filed2026-07-21
LOW
-2.48%LOWES COS INC COM
Shares788
Event2026-06-30
Filed2026-07-21
APD
10.83%AIR PRODUCTS AND CHEMICALS INC COM
Shares573
Event2026-06-30
Filed2026-07-21
C
0.08%CITIGROUP INC COM NEW
Shares1.2K
Event2026-06-30
Filed2026-07-21
PBD
0.08%INVESCO GLOBAL CLEAN ENERGY ETF
Shares8.5K
Event2026-06-30
Filed2026-07-21
APOLLO GLOBAL MGMT INC COM
0.00%APOLLO GLOBAL MGMT INC COM
Shares1.4K
Event2026-06-30
Filed2026-07-21
CL
0.00%COLGATE PALMOLIVE CO COM
Shares1.8K
Event2026-06-30
Filed2026-07-21
CDNS
1.95%CADENCE DESIGN SYSTEM INC COM
Shares419
Event2026-06-30
Filed2026-07-21
UAMY
0.00%UNITED STATES ANTIMONY CORP COM
Shares21.6K
Event2026-06-30
Filed2026-07-21
VIGI
0.54%VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
Shares1.7K
Event2026-06-30
Filed2026-07-21
VCR
0.00%VANGUARD CONSUMER DISCRETIONARY ETF
Shares391
Event2026-06-30
Filed2026-07-21
FTNT
0.00%FORTINET INC COM
Shares1.0K
Event2026-06-30
Filed2026-07-21
APPLOVIN CORP COM CL A
51.02%APPLOVIN CORP COM CL A
Shares296
Event2026-06-30
Filed2026-07-21
GM
3.18%GENERAL MTRS CO COM
Shares2.0K
Event2026-06-30
Filed2026-07-21
SHY
0.87%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares1.9K
Event2026-06-30
Filed2026-07-21
MASTERCARD INCORPORATED CL A
-3.90%MASTERCARD INCORPORATED CL A
Shares296
Event2026-06-30
Filed2026-07-21
MAIN
1.46%MAIN STR CAP CORP COM
Shares2.9K
Event2026-06-30
Filed2026-07-21
DTE
0.41%DTE ENERGY CO COM
Shares991
Event2026-06-30
Filed2026-07-21
KRG
5.44%KITE REALTY GROUP TRUST COM NEW
Shares5.3K
Event2026-06-30
Filed2026-07-21
REMX
163.50%VANECK RARE EARTH AND STRATEGIC METALS ETF
Shares149.4K
Event2026-06-30
Filed2026-07-21
TDIV
26.24%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares147.4K
Event2026-06-30
Filed2026-07-21
GLD
-12.56%SPDR GOLD SHARES
Shares397
Event2026-06-30
Filed2026-07-21
DNOV
3.14%FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER
Shares2.8K
Event2026-06-30
Filed2026-07-21
URA
NewGLOBAL X URANIUM ETF
Shares144.8K
Event2026-06-30
Filed2026-07-21
PFE
-19.82%PFIZER INC COM
Shares6.0K
Event2026-06-30
Filed2026-07-21
CSX
28.00%CSX CORP COM
Shares143.2K
Event2026-06-30
Filed2026-07-21
DMAY
1.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY
Shares3.0K
Event2026-06-30
Filed2026-07-21
WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND
1.39%WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND
Shares1.9K
Event2026-06-30
Filed2026-07-21
TJX
21.33%TJX COS INC NEW COM
Shares933
Event2026-06-30
Filed2026-07-21
OKE
12126.20%ONEOK INC NEW COM
Shares81.7K
Event2026-06-30
Filed2026-07-21
BIV
0.00%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares1.8K
Event2026-06-30
Filed2026-07-21
EFV
-17.72%ISHARES MSCI EAFE VALUE ETF
Shares1.8K
Event2026-06-30
Filed2026-07-21
CI
-6.23%THE CIGNA GROUP COM
Shares497
Event2026-06-30
Filed2026-07-21
EBAY
-4.74%EBAY INC. COM
Shares1.2K
Event2026-06-30
Filed2026-07-21
GILD
0.59%GILEAD SCIENCES INC COM
Shares1.0K
Event2026-06-30
Filed2026-07-21
TT
5341.82%TRANE TECHNOLOGIES PLC SHS
Shares12.0K
Event2026-06-30
Filed2026-07-21
SMCI
119.80%SUPER MICRO COMPUTER INC COM NEW
Shares4.4K
Event2026-06-30
Filed2026-07-21
RSPH
0.18%INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
Shares3.8K
Event2026-06-30
Filed2026-07-21
GGLL
0.00%DIREXION DAILY GOOGL BULL 2X ETF
Shares1.1K
Event2026-06-30
Filed2026-07-21
CBRE
-24.29%CBRE GROUP INC CL A
Shares935
Event2026-06-30
Filed2026-07-21
OSK
-6.32%OSHKOSH CORP COM
Shares815
Event2026-06-30
Filed2026-07-21
MCK
0.00%MCKESSON CORP COM
Shares165
Event2026-06-30
Filed2026-07-21
DOCT
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER
Shares2.6K
Event2026-06-30
Filed2026-07-21
NKE
-7.93%NIKE INC CL B
Shares2.9K
Event2026-06-30
Filed2026-07-21
DSEP
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER
Shares2.5K
Event2026-06-30
Filed2026-07-21
ET
15.56%ENERGY TRANSFER L P COM UT LTD PTN
Shares87.2K
Event2026-06-30
Filed2026-07-21
PNC
0.00%PNC FINL SVCS GROUP INC COM
Shares462
Event2026-06-30
Filed2026-07-21
SNDK
-3.85%SANDISK CORP COM
Shares50
Event2026-06-30
Filed2026-07-21
IDV
15.87%ISHARES INTERNATIONAL SELECT DIVIDEND ETF
Shares69.8K
Event2026-06-30
Filed2026-07-21
GFF
3.64%GRIFFON CORP COM
Shares1.1K
Event2026-06-30
Filed2026-07-21
SERVICENOW INC COM
-91.09%SERVICENOW INC COM
Shares1.1K
Event2026-06-30
Filed2026-07-21
SOFI
11.69%SOFI TECHNOLOGIES INC COM
Shares6.1K
Event2026-06-30
Filed2026-07-21
DFEB
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
Shares2.1K
Event2026-06-30
Filed2026-07-21
AIEQ
0.00%AMPLIFY AI POWERED EQUITY ETF
Shares2.1K
Event2026-06-30
Filed2026-07-21
TECH
0.00%BIO-TECHNE CORP COM
Shares1.5K
Event2026-06-30
Filed2026-07-21
CRDO
NewCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
Shares375
Event2026-06-30
Filed2026-07-21
JPST
0.00%JPMORGAN ULTRA-SHORT INCOME ETF
Shares2.0K
Event2026-06-30
Filed2026-07-21
PKG
10.65%PACKAGING CORP AMER COM
Shares426
Event2026-06-30
Filed2026-07-21
GBTC
-7.88%GRAYSCALE BITCOIN TRUST ETF
Shares2.2K
Event2026-06-30
Filed2026-07-21
GLW
0.00%CORNING INC COM
Shares392
Event2026-06-30
Filed2026-07-21
MPC
0.26%MARATHON PETE CORP COM
Shares389
Event2026-06-30
Filed2026-07-21
AOM
-27.01%ISHARES CORE 40/60 MODERATE ALLOCATION ETF
Shares2.0K
Event2026-06-30
Filed2026-07-21
HYG
-1.06%ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares1.2K
Event2026-06-30
Filed2026-07-21
CRM
-16.01%SALESFORCE INC COM
Shares619
Event2026-06-30
Filed2026-07-21
STRATEGY INC CL A NEW
0.00%STRATEGY INC CL A NEW
Shares1.1K
Event2026-06-30
Filed2026-07-21
TSLL
0.00%DIREXION DAILY TSLA BULL 2X ETF
Shares6.8K
Event2026-06-30
Filed2026-07-21
SAUG
-11.37%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST
Shares3.4K
Event2026-06-30
Filed2026-07-21
SLV
0.00%ISHARES SILVER TRUST
Shares1.8K
Event2026-06-30
Filed2026-07-21
SE
752.86%SEA LTD SPONSORD ADS
Shares6.0K
Event2026-06-30
Filed2026-07-21
ALL
-11.55%ALLSTATE CORP COM
Shares383
Event2026-06-30
Filed2026-07-21
EMR
-4.50%EMERSON ELEC CO COM
Shares636
Event2026-06-30
Filed2026-07-21
ADP
-21.62%AUTOMATIC DATA PROCESSING INC COM
Shares406
Event2026-06-30
Filed2026-07-21
QUANTA SVCS INC COM
18.87%QUANTA SVCS INC COM
Shares126
Event2026-06-30
Filed2026-07-21
COR
-46.54%CENCORA INC COM
Shares4.1K
Event2026-06-30
Filed2026-07-21
IWN
0.50%ISHARES RUSSELL 2000 VALUE ETF
Shares404
Event2026-06-30
Filed2026-07-21
ETN
4599.50%EATON CORP PLC SHS
Shares9.4K
Event2026-06-30
Filed2026-07-21
ADOBE INC COM
-1.39%ADOBE INC COM
Shares426
Event2026-06-30
Filed2026-07-21
CAH
0.28%CARDINAL HEALTH INC COM
Shares363
Event2026-06-30
Filed2026-07-21
XBI
-99.44%STATE STREET SPDR S&P BIOTECH ETF
Shares543
Event2026-06-30
Filed2026-07-21
DAUG
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST
Shares1.8K
Event2026-06-30
Filed2026-07-21
IYE
0.53%ISHARES U.S. ENERGY ETF
Shares1.5K
Event2026-06-30
Filed2026-07-21
TPL
12.07%TEXAS PACIFIC LAND CORPORATION COM
Shares195
Event2026-06-30
Filed2026-07-21
GAUG
0.00%FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST
Shares2.1K
Event2026-06-30
Filed2026-07-21
ALIBABA GROUP HLDG LTD SPONSORED ADS
26.89%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares68.4K
Event2026-06-30
Filed2026-07-21
MTB
-0.57%M & T BK CORP COM
Shares346
Event2026-06-30
Filed2026-07-21
VEGN
0.00%US VEGAN CLIMATE ETF
Shares1.0K
Event2026-06-30
Filed2026-07-21
CMCSA
0.24%COMCAST CORP NEW CL A
Shares3.3K
Event2026-06-30
Filed2026-07-21
BME
0.00%BLACKROCK HEALTH SCIENCES TR COM
Shares1.9K
Event2026-06-30
Filed2026-07-21
VHT
0.37%VANGUARD HEALTH CARE ETF
Shares269
Event2026-06-30
Filed2026-07-21
STAG
0.00%STAG INDUSTRIAL INC COM
Shares2.1K
Event2026-06-30
Filed2026-07-21
SNOWFLAKE INC COM SHS
267.06%SNOWFLAKE INC COM SHS
Shares312
Event2026-06-30
Filed2026-07-21
EW
-1.69%EDWARDS LIFESCIENCES CORP COM
Shares870
Event2026-06-30
Filed2026-07-21
CEG
0.00%CONSTELLATION ENERGY CORP COM
Shares316
Event2026-06-30
Filed2026-07-21
GDV
0.00%GABELLI DIVID & INCOME TR COM
Shares2.7K
Event2026-06-30
Filed2026-07-21
WBD
0.00%WARNER BROS DISCOVERY INC COM SER A
Shares2.9K
Event2026-06-30
Filed2026-07-21
DRIV
-2.28%GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
Shares2.0K
Event2026-06-30
Filed2026-07-21
BNDX
0.71%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares1.6K
Event2026-06-30
Filed2026-07-21
APH
-72.85%AMPHENOL CORP CL A
Shares3.8K
Event2026-06-30
Filed2026-07-21
AEP
0.19%AMERICAN ELEC PWR CO INC COM
Shares540
Event2026-06-30
Filed2026-07-21
HQH
0.00%ABRDN HEALTHCARE INVESTORS SH BEN INT
Shares3.3K
Event2026-06-30
Filed2026-07-21
NFBK
0.91%NORTHFIELD BANCORP INC DEL COM
Shares4.9K
Event2026-06-30
Filed2026-07-21
SPYI
-15.68%NEOS S&P 500 HIGH INCOME ETF
Shares1.4K
Event2026-06-30
Filed2026-07-21
CMI
0.00%CUMMINS INC COM
Shares99
Event2026-06-30
Filed2026-07-21
BRO
0.00%BROWN & BROWN INC COM
Shares1.1K
Event2026-06-30
Filed2026-07-21
BBVA
512.23%BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
Shares14.4K
Event2026-06-30
Filed2026-07-21
HONEYWELL INTL INC COM
NewHONEYWELL INTL INC COM
Shares314
Event2026-06-30
Filed2026-07-21
JKS
NewJINKOSOLAR HLDG CO LTD SPONSORED ADR
Shares69.9K
Event2026-06-30
Filed2026-07-21
OFS
0.00%OFS CAP CORP COM
Shares19.7K
Event2026-06-30
Filed2026-07-21
HONEYWELL AEROSPACE INC COM
NewHONEYWELL AEROSPACE INC COM
Shares314
Event2026-06-30
Filed2026-07-21
IBB
-20.04%ISHARES BIOTECHNOLOGY ETF
Shares363
Event2026-06-30
Filed2026-07-21
SWKS
0.50%SKYWORKS SOLUTIONS INC COM
Shares1.0K
Event2026-06-30
Filed2026-07-21
IEF
0.97%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares726
Event2026-06-30
Filed2026-07-21
DOMINION ENERGY INC COM
-12.47%DOMINION ENERGY INC COM
Shares1.0K
Event2026-06-30
Filed2026-07-21
METU
42.30%DIREXION DAILY META BULL 2X ETF
Shares3.4K
Event2026-06-30
Filed2026-07-21
AMERICAN AIRLINES GROUP INC COM
5.31%AMERICAN AIRLINES GROUP INC COM
Shares3.8K
Event2026-06-30
Filed2026-07-21
IAGG
0.00%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares1.3K
Event2026-06-30
Filed2026-07-21
FNOV
0.00%FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
Shares1.1K
Event2026-06-30
Filed2026-07-21
AIQ
5322.32%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares30.9K
Event2026-06-30
Filed2026-07-21
NVS
4316.17%NOVARTIS AG SPONSORED ADR
Shares14.8K
Event2026-06-30
Filed2026-07-21
RSPN
-60.93%INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
Shares1.0K
Event2026-06-30
Filed2026-07-21
RDDT
0.00%REDDIT INC CL A
Shares378
Event2026-06-30
Filed2026-07-21
CCEP
903.20%COCA-COLA EUROPACIFIC PARTNERS SHS
Shares5.9K
Event2026-06-30
Filed2026-07-21
RSP
0.00%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares303
Event2026-06-30
Filed2026-07-21
VRSN
0.39%VERISIGN INC COM
Shares255
Event2026-06-30
Filed2026-07-21
ACCENTURE PLC IRELAND SHS CLASS A
-5.01%ACCENTURE PLC IRELAND SHS CLASS A
Shares512
Event2026-06-30
Filed2026-07-21
TGT
-17.90%TARGET CORP COM
Shares477
Event2026-06-30
Filed2026-07-21
CORTEVA INC COM
-1.09%CORTEVA INC COM
Shares729
Event2026-06-30
Filed2026-07-21
COIN
0.00%COINBASE GLOBAL INC COM CL A
Shares422
Event2026-06-30
Filed2026-07-21
MSFU
65.46%DIREXION DAILY MSFT BULL 2X ETF
Shares2.8K
Event2026-06-30
Filed2026-07-21
IXUS
0.00%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares640
Event2026-06-30
Filed2026-07-21
DGRW
59.25%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares637
Event2026-06-30
Filed2026-07-21
MEDTRONIC PLC SHS
-0.39%MEDTRONIC PLC SHS
Shares774
Event2026-06-30
Filed2026-07-21
OKLO
2.23%OKLO INC COM CL A
Shares1.1K
Event2026-06-30
Filed2026-07-21
ABT
-14.68%ABBOTT LABORATORIES COM
Shares657
Event2026-06-30
Filed2026-07-21
PRU
0.73%PRUDENTIAL FINL INC COM
Shares551
Event2026-06-30
Filed2026-07-21
MO
1.23%ALTRIA GROUP INC COM
Shares824
Event2026-06-30
Filed2026-07-21
MNST
0.00%MONSTER BEVERAGE CORP NEW COM
Shares616
Event2026-06-30
Filed2026-07-21
HAS
19.53%HASBRO INC COM
Shares716
Event2026-06-30
Filed2026-07-21
TM
2008.97%TOYOTA MOTOR CORP ADS
Shares6.6K
Event2026-06-30
Filed2026-07-21
AMZU
0.00%DIREXION DAILY AMZN BULL 2X ETF
Shares1.8K
Event2026-06-30
Filed2026-07-21
IBIT
-90.15%ISHARES BITCOIN TRUST ETF
Shares1.8K
Event2026-06-30
Filed2026-07-21
CWB
0.37%STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
Shares539
Event2026-06-30
Filed2026-07-21
VST
50.83%VISTRA CORP COM
Shares362
Event2026-06-30
Filed2026-07-21
FSLR
NewFIRST SOLAR INC COM
Shares57.1K
Event2026-06-30
Filed2026-07-21
GNTX
0.13%GENTEX CORP COM
Shares2.3K
Event2026-06-30
Filed2026-07-21
ANTERO MIDSTREAM CORP COM
NewANTERO MIDSTREAM CORP COM
Shares56.5K
Event2026-06-30
Filed2026-07-21
IGPT
-1.82%INVESCO AI AND NEXT GEN SOFTWARE ETF
Shares539
Event2026-06-30
Filed2026-07-21
GURU
0.00%GLOBAL X GURU INDEX ETF
Shares800
Event2026-06-30
Filed2026-07-21
ADSK
0.00%AUTODESK INC COM
Shares284
Event2026-06-30
Filed2026-07-21
GSUS
0.38%GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF
Shares533
Event2026-06-30
Filed2026-07-21
EXG
1.62%EATON VANCE TAX-MANAGED GLOBAL COM
Shares5.5K
Event2026-06-30
Filed2026-07-21
GCOR
1.00%GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF
Shares1.3K
Event2026-06-30
Filed2026-07-21
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares560
Event2026-06-30
Filed2026-07-21
GSLC
-15.56%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares380
Event2026-06-30
Filed2026-07-21
UBER
-23.09%UBER TECHNOLOGIES INC COM
Shares746
Event2026-06-30
Filed2026-07-21
NUE
0.41%NUCOR CORP COM
Shares242
Event2026-06-30
Filed2026-07-21
SYK
9.68%STRYKER CORPORATION COM
Shares170
Event2026-06-30
Filed2026-07-21
FPE
-1.37%FIRST TRUST PREFERRED SECURITIES & INCOME ETF
Shares53.3K
Event2026-06-30
Filed2026-07-21
NVDU
0.00%DIREXION DAILY NVDA BULL 2X ETF
Shares448
Event2026-06-30
Filed2026-07-21
DJAN
-18.12%FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
Shares1.2K
Event2026-06-30
Filed2026-07-21
DIM
1.85%WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND
Shares606
Event2026-06-30
Filed2026-07-21
JOHNSON CTLS INTL PLC SHS
36.01%JOHNSON CTLS INTL PLC SHS
Shares13.8K
Event2026-06-30
Filed2026-07-21
AJG
11.50%GALLAGHER ARTHUR J & CO COM
Shares223
Event2026-06-30
Filed2026-07-21
QUANTINUUM INC CL A COM
NewQUANTINUUM INC CL A COM
Shares625
Event2026-06-30
Filed2026-07-21
XEL
0.00%XCEL ENERGY INC COM
Shares636
Event2026-06-30
Filed2026-07-21
SATS
70.75%ECHOSTAR CORP CL A
Shares502
Event2026-06-30
Filed2026-07-21
POOL CORP COM
0.00%POOL CORP COM
Shares236
Event2026-06-30
Filed2026-07-21
IYC
0.00%ISHARES U.S. CONSUMER DISCRETIONARY ETF
Shares499
Event2026-06-30
Filed2026-07-21
IVOG
0.00%VANGUARD S&P MID-CAP 400 GROWTH ETF
Shares344
Event2026-06-30
Filed2026-07-21
ENB
0.00%ENBRIDGE INC COM
Shares915
Event2026-06-30
Filed2026-07-21
VPU
0.00%VANGUARD UTILITIES ETF
Shares250
Event2026-06-30
Filed2026-07-21
AAOI
NewAPPLIED OPTOELECTRONICS INC COM
Shares325
Event2026-06-30
Filed2026-07-21
ARTY
-1.57%ISHARES FUTURE AI & TECH ETF
Shares628
Event2026-06-30
Filed2026-07-21
COHR
0.00%COHERENT CORP COM
Shares121
Event2026-06-30
Filed2026-07-21
IAU
7.04%ISHARES GOLD TRUST
Shares7.0K
Event2026-06-30
Filed2026-07-21
MET
0.00%METLIFE INC COM
Shares553
Event2026-06-30
Filed2026-07-21
CARR
0.00%CARRIER GLOBAL CORPORATION COM
Shares636
Event2026-06-30
Filed2026-07-21
IDU
0.00%ISHARES U.S. UTILITIES ETF
Shares407
Event2026-06-30
Filed2026-07-21
SERVICETITAN INC SHS CL A
NewSERVICETITAN INC SHS CL A
Shares650
Event2026-06-30
Filed2026-07-21
LIVE NATION ENTERTAINMENT INC COM
40.75%LIVE NATION ENTERTAINMENT INC COM
Shares4.6K
Event2026-06-30
Filed2026-07-21
EOD
44.69%ALLSPRING GLOBAL DIVIDEND OPPO COM
Shares45.5K
Event2026-06-30
Filed2026-07-21
BEP
60.98%BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT
Shares45.5K
Event2026-06-30
Filed2026-07-21
FTEC
0.00%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares159
Event2026-06-30
Filed2026-07-21
VXUS
0.19%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares528
Event2026-06-30
Filed2026-07-21
BMEZ
NewBLACKROCK HEALTH SCIENCES TERM COM SHS
Shares44.8K
Event2026-06-30
Filed2026-07-21
ICSH
0.00%ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
Shares877
Event2026-06-30
Filed2026-07-21
AWK
-5.23%AMERICAN WTR WKS CO INC NEW COM
Shares43.8K
Event2026-06-30
Filed2026-07-21
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
0.21%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares970
Event2026-06-30
Filed2026-07-21
PFF
1.97%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares43.9K
Event2026-06-30
Filed2026-07-21
SOUTHERN CO COM
0.44%SOUTHERN CO COM
Shares458
Event2026-06-30
Filed2026-07-21
VTEB
0.00%VANGUARD TAX-EXEMPT BOND ETF
Shares867
Event2026-06-30
Filed2026-07-21
SHEL
1204.09%SHELL PLC SPON ADS
Shares6.4K
Event2026-06-30
Filed2026-07-21
HOOD
-29.94%ROBINHOOD MKTS INC COM CL A
Shares433
Event2026-06-30
Filed2026-07-21
IYK
0.51%ISHARES U.S. CONSUMER STAPLES ETF
Shares592
Event2026-06-30
Filed2026-07-21
NRK
0.00%NUVEEN NY AMT FREE COM
Shares4.0K
Event2026-06-30
Filed2026-07-21
AIG
0.00%AMERICAN INTL GROUP INC COM NEW
Shares577
Event2026-06-30
Filed2026-07-21
ASTRAZENECA PLC ORD
NewASTRAZENECA PLC ORD
Shares21.3K
Event2026-06-30
Filed2026-07-21
DTM
0.72%DT MIDSTREAM INC COMMON STOCK
Shares278
Event2026-06-30
Filed2026-07-21
SOLV
0.00%SOLVENTUM CORP COM SHS
Shares523
Event2026-06-30
Filed2026-07-21
TXT
0.00%TEXTRON INC COM
Shares439
Event2026-06-30
Filed2026-07-21
EWJ
0.24%ISHARES MSCI JAPAN ETF
Shares426
Event2026-06-30
Filed2026-07-21
NLR
0.00%VANECK URANIUM AND NUCLEAR ETF
Shares340
Event2026-06-30
Filed2026-07-21
DLR
0.46%DIGITAL RLTY TR INC COM
Shares217
Event2026-06-30
Filed2026-07-21
PHO
-31.30%INVESCO WATER RESOURCES ETF
Shares564
Event2026-06-30
Filed2026-07-21
VRTX
0.00%VERTEX PHARMACEUTICALS INC COM
Shares78
Event2026-06-30
Filed2026-07-21
BGH
2.62%BARINGS GLOBAL SHORT DURATION COM
Shares2.7K
Event2026-06-30
Filed2026-07-21
CHUBB LIMITED COM
0.00%CHUBB LIMITED COM
Shares112
Event2026-06-30
Filed2026-07-21
TBLD
1.41%THORNBURG INCM BUILDER OPP TR COM
Shares1.7K
Event2026-06-30
Filed2026-07-21
INGR
0.00%INGREDION INC COM
Shares400
Event2026-06-30
Filed2026-07-21
ALPS SECTOR DIVIDEND DOGS ETF
0.00%ALPS SECTOR DIVIDEND DOGS ETF
Shares555
Event2026-06-30
Filed2026-07-21
VV
243.75%VANGUARD LARGE-CAP ETF
Shares110
Event2026-06-30
Filed2026-07-21
EVUS
10.48%ISHARES ESG AWARE MSCI USA VALUE ETF
Shares1.1K
Event2026-06-30
Filed2026-07-21
EWY
78000.00%ISHARES MSCI SOUTH KOREA ETF
Shares29.7K
Event2026-06-30
Filed2026-07-21
APLD
NewAPPLIED DIGITAL CORP COM NEW
Shares1.0K
Event2026-06-30
Filed2026-07-21
MAR
-88.08%MARRIOTT INTL INC NEW CL A
Shares101
Event2026-06-30
Filed2026-07-21
BSV
0.00%VANGUARD SHORT-TERM BOND ETF
Shares467
Event2026-06-30
Filed2026-07-21
CVS
1637.67%CVS HEALTH CORP COM
Shares5.2K
Event2026-06-30
Filed2026-07-21
PYPL
-6.34%PAYPAL HLDGS INC COM
Shares827
Event2026-06-30
Filed2026-07-21
YUM
-29.49%YUM BRANDS INC COM
Shares220
Event2026-06-30
Filed2026-07-21
QBTS
332.84%D-WAVE QUANTUM INC COM
Shares1.5K
Event2026-06-30
Filed2026-07-21
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP COM
Shares430
Event2026-06-30
Filed2026-07-21
XLRE
-26.34%STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares786
Event2026-06-30
Filed2026-07-21
DG
NewDOLLAR GEN CORP COM
Shares34.6K
Event2026-06-30
Filed2026-07-21
AAPU
0.00%DIREXION DAILY AAPL BULL 2X ETF
Shares986
Event2026-06-30
Filed2026-07-21
ROK
NewROCKWELL AUTOMATION INC COM
Shares69
Event2026-06-30
Filed2026-07-21
SHV
0.00%ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares306
Event2026-06-30
Filed2026-07-21
BUD
0.00%ANHEUSER BUSCH INBEV SA NV SPONSORED ADR
Shares406
Event2026-06-30
Filed2026-07-21
FAST
12.77%FASTENAL CO COM
Shares689
Event2026-06-30
Filed2026-07-21
PGR
-79.30%PROGRESSIVE CORP COM
Shares2.8K
Event2026-06-30
Filed2026-07-21
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
-11.59%ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
Shares244
Event2026-06-30
Filed2026-07-21
HWM
-8.59%HOWMET AEROSPACE INC COM
Shares8.9K
Event2026-06-30
Filed2026-07-21
SPYG
NewSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares266
Event2026-06-30
Filed2026-07-21
DHR
-0.60%DANAHER CORP DEL COM
Shares166
Event2026-06-30
Filed2026-07-21
VOD
0.00%VODAFONE GROUP PLC SPONSORED ADR
Shares2.4K
Event2026-06-30
Filed2026-07-21
VKTX
100.00%VIKING THERAPEUTICS INC COM
Shares800
Event2026-06-30
Filed2026-07-21
IYG
0.29%ISHARES US FINANCIAL SERVICES ETF
Shares344
Event2026-06-30
Filed2026-07-21
NIO INC SPON ADS
1.82%NIO INC SPON ADS
Shares31.0K
Event2026-06-30
Filed2026-07-21
EVX
0.00%VANECK ENVIRONMENTAL SERVICES ETF
Shares744
Event2026-06-30
Filed2026-07-21
VWO
10.27%VANGUARD FTSE EMERGING MARKETS ETF
Shares30.0K
Event2026-06-30
Filed2026-07-21
UAL
0.00%UNITED AIRLS HLDGS INC COM
Shares225
Event2026-06-30
Filed2026-07-21
PHB
0.00%INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF
Shares1.7K
Event2026-06-30
Filed2026-07-21
FLS
33.88%FLOWSERVE CORP COM
Shares407
Event2026-06-30
Filed2026-07-21
EWC
28.00%ISHARES MSCI CANADA ETF
Shares512
Event2026-06-30
Filed2026-07-21
BKLN
1.47%INVESCO SENIOR LOAN ETF
Shares1.4K
Event2026-06-30
Filed2026-07-21
MSGS
2.86%MADISON SQUARE GRDN SPRT CORP CL A
Shares72
Event2026-06-30
Filed2026-07-21
ITW
0.00%ILLINOIS TOOL WKS INC COM
Shares105
Event2026-06-30
Filed2026-07-21
BUDA JUICE INC COM
NewBUDA JUICE INC COM
Shares3.3K
Event2026-06-30
Filed2026-07-21
GSSC
-2.22%TR ACTIVEBETA US SMALL CAP EQUITY ETF
Shares308
Event2026-06-30
Filed2026-07-21
TEL
4492.11%TE CONNECTIVITY PLC ORD SHS
Shares5.2K
Event2026-06-30
Filed2026-07-21
NEM
0.00%NEWMONT CORP COM
Shares299
Event2026-06-30
Filed2026-07-21
COF
-52.07%CAPITAL ONE FINL CORP COM
Shares139
Event2026-06-30
Filed2026-07-21
PCY
1.42%INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF
Shares1.3K
Event2026-06-30
Filed2026-07-21
ARXIS INC CL A COM
NewARXIS INC CL A COM
Shares600
Event2026-06-30
Filed2026-07-21
IHF
0.00%ISHARES U.S. HEALTHCARE PROVIDERS ETF
Shares500
Event2026-06-30
Filed2026-07-21
GSIE
-0.99%GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
Shares603
Event2026-06-30
Filed2026-07-21
GRNJ
33.23%FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF
Shares870
Event2026-06-30
Filed2026-07-21
GEM
-4.07%GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
Shares518
Event2026-06-30
Filed2026-07-21
NGG
60205.13%NATIONAL GRID PLC SPONSORED ADR NE
Shares23.5K
Event2026-06-30
Filed2026-07-21
HPF
0.00%HANCOCK JOHN PFD INCOME FD II COM
Shares1.7K
Event2026-06-30
Filed2026-07-21
DUK
0.48%DUKE ENERGY CORP NEW COM NEW
Shares208
Event2026-06-30
Filed2026-07-21
EML
0.00%EASTERN CO COM
Shares936
Event2026-06-30
Filed2026-07-21
OZK
0.00%BANK OZK LITTLE ROCK ARK COM
Shares500
Event2026-06-30
Filed2026-07-21
PHG
3.70%KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
Shares954
Event2026-06-30
Filed2026-07-21
IONQ INC COM
44.91%IONQ INC COM
Shares484
Event2026-06-30
Filed2026-07-21
YUMC
-22.72%YUM CHINA HLDGS INC COM
Shares626
Event2026-06-30
Filed2026-07-21
SNPS
0.00%SYNOPSYS INC COM
Shares57
Event2026-06-30
Filed2026-07-21
DSL
2.98%DOUBLELINE INCOME SOLUTIONS FD COM
Shares2.3K
Event2026-06-30
Filed2026-07-21
NSC
0.00%NORFOLK SOUTHN CORP COM
Shares80
Event2026-06-30
Filed2026-07-21
AMT
0.00%AMERICAN TOWER CORP COM
Shares151
Event2026-06-30
Filed2026-07-21
BLOX
-4.92%NICHOLAS CRYPTO INCOME ETF
Shares1.6K
Event2026-06-30
Filed2026-07-21
BP
0.00%BP PLC SPONSORED ADR
Shares665
Event2026-06-30
Filed2026-07-21
RIVIAN AUTOMOTIVE INC COM CL A
-10.06%RIVIAN AUTOMOTIVE INC COM CL A
Shares1.4K
Event2026-06-30
Filed2026-07-21
ASML
NewASML HLDG NV N Y REGISTRY SHS
Shares24.2K
Event2026-06-30
Filed2026-07-21
EQL
0.00%ALPS EQUAL SECTOR WEIGHT ETF
Shares471
Event2026-06-30
Filed2026-07-21
STM
0.00%STMICROELECTRONICS N V NY REGISTRY
Shares313
Event2026-06-30
Filed2026-07-21
RTX CORPORATION COM
0.00%RTX CORPORATION COM
Shares123
Event2026-06-30
Filed2026-07-21
TRAVELERS COMPANIES INC COM
-2.78%TRAVELERS COMPANIES INC COM
Shares70
Event2026-06-30
Filed2026-07-21
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available