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The Analysis of WEBSTER BANK, N. A.'s Holdings & P&L

Currently, WEBSTER BANK, N. A. holds 698 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in BSCU (+206.7K shares, valued at $3.4M), BSCV (+153.6K shares, valued at $2.5M), N/A (+22.7K shares, valued at $2.3M); decreased their positions in BRK.B (-5.3K shares, valued at $2.6M), COF (-12.2K shares, valued at $2.5M), N/A (-2.8K shares, valued at $2.1M); initiated new positions in BSCV (+153.6K shares, valued at $2.5M), BLV (+4.9K shares, valued at $338.8K), RSPT (+2.5K shares, valued at $162.6K).

1M P&L

+3.6M+0.43%

3M P&L

+39.4M+4.98%

HY P&L

+72.4M+9.55%

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/A392.2M

46.2%

2Consumer Electronics57.9M

6.8%

3Internet Content & Information52.0M

6.1%

Top Industries by Stock Count

1N/A217 stocks

34.9%

2Software - Application17 stocks

2.7%

3Specialty Industrial Machinery17 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T132.9K shares-2.06%2026-06-302026-07-20

VOO VANGUARD INDEX FDS141.3K shares1.15%2026-06-302026-07-20

AAPL APPLE INC200.0K shares-2.97%2026-06-302026-07-20

GOOGL ALPHABET INC124.5K shares-3.92%2026-06-302026-07-20

NVDA NVIDIA CORPORATION206.8K shares-3.28%2026-06-302026-07-20

AMZN AMAZON COM INC123.4K shares0.04%2026-06-302026-07-20

ISHARES TR ISHARES TR281.7K shares8.78%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO83.6K shares-4.12%2026-06-302026-07-20

Sponsored

VTIP VANGUARD MALVERN FDS516.1K shares2.81%2026-06-302026-07-20

MSFT MICROSOFT CORP69.1K shares-2.30%2026-06-302026-07-20

USFR WISDOMTREE TR442.6K shares5.67%2026-06-302026-07-20

ISHARES TR ISHARES TR229.8K shares-0.54%2026-06-302026-07-20

WMT WALMART INC167.1K shares-2.68%2026-06-302026-07-20

ISHARES TR ISHARES TR25.0K shares-0.93%2026-06-302026-07-20

GVI ISHARES TR163.8K shares7.43%2026-06-302026-07-20

JAAA JANUS DETROIT STR TR326.5K shares2.98%2026-06-302026-07-20

Sponsored

ABBVIE INC ABBVIE INC54.9K shares-4.82%2026-06-302026-07-20

LRCX LAM RESEARCH CORP31.6K shares-2.99%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS36.5K shares-2.67%2026-06-302026-07-20

VISA INC VISA INC36.4K shares-3.19%2026-06-302026-07-20

CAT CATERPILLAR INC11.6K shares-5.01%2026-06-302026-07-20

DFAS DIMENSIONAL ETF TRUST147.6K shares-2.19%2026-06-302026-07-20

IEMG ISHARES INC141.0K shares-12.48%2026-06-302026-07-20

IWD ISHARES TR47.4K shares2.13%2026-06-302026-07-20

Sponsored

QQQ INVESCO QQQ TR14.9K shares1.54%2026-06-302026-07-20

ETN EATON CORP PLC25.2K shares15.73%2026-06-302026-07-20

XLK SELECT SECTOR SPDR TR55.8K shares-2.35%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION11.0K shares-5.53%2026-06-302026-07-20

BLK BLACKROCK INC10.6K shares-4.10%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON39.7K shares-3.17%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC16.8K shares-2.13%2026-06-302026-07-20

BAC BANK OF AMER CORP163.6K shares-1.83%2026-06-302026-07-20

Sponsored

TMO THERMO FISHER SCIENTIFIC INC17.3K shares-3.28%2026-06-302026-07-20

EFA ISHARES TR83.0K shares2.43%2026-06-302026-07-20

FAST FASTENAL CO177.9K shares-6.24%2026-06-302026-07-20

BSCS INVESCO EXCH TRD SLF IDX FD412.2K shares14.46%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC69.4K shares-4.73%2026-06-302026-07-20

DHR DANAHER CORP DEL41.2K shares-4.77%2026-06-302026-07-20

GOOG ALPHABET INC21.4K shares-3.77%2026-06-302026-07-20

JPST J P MORGAN EXCHANGE TRADED F135.2K shares15.51%2026-06-302026-07-20

Sponsored

VB VANGUARD INDEX FDS22.0K shares-15.69%2026-06-302026-07-20

ORACLE CORP ORACLE CORP44.4K shares-4.83%2026-06-302026-07-20

PG PROCTER & GAMBLE CO42.1K shares-6.18%2026-06-302026-07-20

HD HOME DEPOT INC16.2K shares-5.22%2026-06-302026-07-20

IWM ISHARES TR18.5K shares-3.98%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC16.1K shares-2.20%2026-06-302026-07-20

GD GENERAL DYNAMICS CORP14.5K shares-5.22%2026-06-302026-07-20

VEU VANGUARD INTL EQUITY INDEX F60.1K shares17.21%2026-06-302026-07-20

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD267.7K shares36.11%2026-06-302026-07-20

BSCR INVESCO EXCH TRD SLF IDX FD252.3K shares5.54%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP35.9K shares-4.00%2026-06-302026-07-20

VHT VANGUARD WORLD FD16.0K shares-4.63%2026-06-302026-07-20

ECL ECOLAB INC15.9K shares-1.82%2026-06-302026-07-20

BKR BAKER HUGHES COMPANY73.8K shares-3.65%2026-06-302026-07-20

GLW CORNING INC15.9K shares-4.35%2026-06-302026-07-20

WASTE MGMT INC DEL WASTE MGMT INC DEL18.2K shares-6.53%2026-06-302026-07-20

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD198.8K shares-0.76%2026-06-302026-07-20

MCO MOODYS CORP8.2K shares46.67%2026-06-302026-07-20

BSCU INVESCO EXCH TRD SLF IDX FD218.4K shares1758.03%2026-06-302026-07-20

SHYG ISHARES TR85.4K shares0.91%2026-06-302026-07-20

CVX CHEVRON CORPORATION21.5K shares-6.35%2026-06-302026-07-20

UBER UBER TECHNOLOGIES INC48.8K shares-5.51%2026-06-302026-07-20

CEG CONSTELLATION ENERGY CORP13.8K shares12.14%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO10.1K shares-4.40%2026-06-302026-07-20

Sponsored

IBM INTERNATIONAL BUSINESS MACHS11.8K shares-1.19%2026-06-302026-07-20

BROADCOM INC BROADCOM INC8.8K shares-8.24%2026-06-302026-07-20

XLI SELECT SECTOR SPDR TR17.0K shares-1.28%2026-06-302026-07-20

ICE INTERCONTINENTAL EXCHANGE IN25.3K shares8.56%2026-06-302026-07-20

SCHW SCHWAB CHARLES CORP33.4K shares-4.13%2026-06-302026-07-20

EQIX EQUINIX INC2.9K shares-2.36%2026-06-302026-07-20

VNQ VANGUARD INDEX FDS31.5K shares-4.11%2026-06-302026-07-20

CRM SALESFORCE INC18.7K shares-18.41%2026-06-302026-07-20

Sponsored

DVY ISHARES TR18.6K shares-2.10%2026-06-302026-07-20

IWB ISHARES TR6.8K shares-1.10%2026-06-302026-07-20

VTV VANGUARD INDEX FDS12.6K shares-13.15%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.38.1K shares15.69%2026-06-302026-07-20

TSLA TESLA INC6.4K shares-0.02%2026-06-302026-07-20

IGM ISHARES TR16.5K shares0.00%2026-06-302026-07-20

PNC PNC FINL SVCS GROUP INC10.7K shares-5.90%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL5.2K shares-50.30%2026-06-302026-07-20

Sponsored

RTX CORPORATION RTX CORPORATION13.5K shares1.44%2026-06-302026-07-20

EEM ISHARES TR37.1K shares-7.85%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN11.3K shares-2.90%2026-06-302026-07-20

BSCV INVESCO EXCH TRD SLF IDX FD153.6K sharesnew addition2026-06-302026-07-20

AVEM AMERICAN CENTY ETF TR25.4K shares43.62%2026-06-302026-07-20

ESGV VANGUARD WORLD FD17.9K shares-5.29%2026-06-302026-07-20

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC7.1K shares-1.55%2026-06-302026-07-20

PEP PEPSICO INC16.9K shares-1.81%2026-06-302026-07-20

Sponsored

VYM VANGUARD WHITEHALL FDS14.4K shares-4.05%2026-06-302026-07-20

MRK MERCK & CO INC17.6K shares0.71%2026-06-302026-07-20

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-06-302026-07-20

LLY ELI LILLY & CO1.8K shares-2.73%2026-06-302026-07-20

ITW ILLINOIS TOOL WKS INC8.1K shares-5.78%2026-06-302026-07-20

DE DEERE & CO3.3K shares0.00%2026-06-302026-07-20

VONG VANGUARD SCOTTSDALE FDS16.2K shares5.83%2026-06-302026-07-20

COF CAPITAL ONE FINL CORP10.1K shares-54.67%2026-06-302026-07-20

Sponsored

SERVICENOW INC SERVICENOW INC18.2K shares-27.02%2026-06-302026-07-20

OEF ISHARES TR4.9K shares-10.28%2026-06-302026-07-20

BND VANGUARD BD INDEX FDS23.8K shares27.26%2026-06-302026-07-20

CHUBB LIMITED CHUBB LIMITED5.0K shares-0.52%2026-06-302026-07-20

MCD MCDONALDS CORP6.2K shares-0.94%2026-06-302026-07-20

IWR ISHARES TR14.8K shares-9.98%2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS6.7K shares26.53%2026-06-302026-07-20

SRLN SSGA ACTIVE ETF TR39.0K shares-6.36%2026-06-302026-07-20

Sponsored

LMT LOCKHEED MARTIN CORP3.0K shares3.67%2026-06-302026-07-20

PFFD GLOBAL X FDS77.7K shares160.29%2026-06-302026-07-20

ICVT ISHARES TR11.7K shares94.45%2026-06-302026-07-20

INTC INTEL CORP10.1K shares-1.97%2026-06-302026-07-20

ACWX ISHARES TR18.3K shares0.00%2026-06-302026-07-20

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS11.4K shares14.54%2026-06-302026-07-20

FLOT ISHARES TR27.1K shares-6.87%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC15.7K shares-1.49%2026-06-302026-07-20

Sponsored

ASML ASML HLDG NV676 shares-10.82%2026-06-302026-07-20

AMGN AMGEN INC3.7K shares-2.35%2026-06-302026-07-20

VUG VANGUARD INDEX FDS15.2K shares479.42%2026-06-302026-07-20

TOTL SSGA ACTIVE ETF TR31.7K shares3.96%2026-06-302026-07-20

DIS DISNEY WALT CO12.9K shares-7.38%2026-06-302026-07-20

MEDTRONIC PLC MEDTRONIC PLC15.4K shares-7.69%2026-06-302026-07-20

JMST J P MORGAN EXCHANGE TRADED F23.5K shares28.29%2026-06-302026-07-20

IBB ISHARES TR6.2K shares-3.48%2026-06-302026-07-20

Sponsored

SGOV ISHARES TR11.6K shares1183.33%2026-06-302026-07-20

CI THE CIGNA GROUP4.2K shares0.00%2026-06-302026-07-20

ABT ABBOTT LABORATORIES11.9K shares-6.15%2026-06-302026-07-20

XPO XPO INC5.2K shares0.00%2026-06-302026-07-20

VO VANGUARD INDEX FDS12.6K shares329.24%2026-06-302026-07-20

EUSA ISHARES INC8.9K shares5.15%2026-06-302026-07-20

HYLB DBX ETF TR26.8K shares4.43%2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR30.8K shares1.70%2026-06-302026-07-20

Sponsored

SHY ISHARES TR11.8K shares80.72%2026-06-302026-07-20

BMY BRISTOL-MYERS SQUIBB CO16.8K shares-6.89%2026-06-302026-07-20

BAC-PL BANK OF AMER CORP748 shares0.00%2026-06-302026-07-20

BSMR INVESCO EXCH TRD SLF IDX FD38.7K shares0.00%2026-06-302026-07-20

SNDK SANDISK CORP400 shares0.00%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC1.6K shares0.00%2026-06-302026-07-20

XLF SELECT SECTOR SPDR TR16.8K shares10.79%2026-06-302026-07-20

AGGY WISDOMTREE TR20.6K shares0.00%2026-06-302026-07-20

Sponsored

BSMQ INVESCO EXCH TRD SLF IDX FD37.0K shares-5.38%2026-06-302026-07-20

MUB ISHARES TR8.1K shares0.00%2026-06-302026-07-20

MS MORGAN STANLEY4.1K shares11.31%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC826 shares0.98%2026-06-302026-07-20

KO COCA COLA CO10.2K shares0.85%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC720 shares0.00%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC1.1K shares0.88%2026-06-302026-07-20

WFC WELLS FARGO & CO9.9K shares-1.52%2026-06-302026-07-20

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.6K shares-9.56%2026-06-302026-07-20

BSMS INVESCO EXCH TRD SLF IDX FD34.1K shares0.00%2026-06-302026-07-20

PAYX PAYCHEX INC8.0K shares-23.07%2026-06-302026-07-20

GE GE AEROSPACE2.1K shares-8.84%2026-06-302026-07-20

WDC WESTERN DIGITAL CORP1.2K shares0.00%2026-06-302026-07-20

LOW LOWES COS INC3.4K shares-3.60%2026-06-302026-07-20

VYMI VANGUARD WHITEHALL FDS7.6K shares-26.14%2026-06-302026-07-20

XSOE WISDOMTREE TR15.0K shares-1.31%2026-06-302026-07-20

Sponsored

TJX TJX COS INC NEW4.9K shares13.33%2026-06-302026-07-20

CWB SPDR SERIES TRUST6.8K shares-3.13%2026-06-302026-07-20

AJG GALLAGHER ARTHUR J & CO2.9K shares0.00%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F10.9K shares0.33%2026-06-302026-07-20

WBS WEBSTER FINL CORP8.4K shares0.00%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS9.0K shares-1.53%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-06-302026-07-20

IJS ISHARES TR4.7K shares0.00%2026-06-302026-07-20

Sponsored

PFE PFIZER INC26.2K shares-0.38%2026-06-302026-07-20

VSGX VANGUARD WORLD FD7.6K shares0.00%2026-06-302026-07-20

3M CO 3M CO3.9K shares0.00%2026-06-302026-07-20

WSO WATSCO INC1.5K shares0.00%2026-06-302026-07-20

CVS CVS HEALTH CORP6.0K shares-1.55%2026-06-302026-07-20

SHAG WISDOMTREE TR13.0K shares12.75%2026-06-302026-07-20

TDG TRANSDIGM GROUP INC460 shares0.00%2026-06-302026-07-20

IWF ISHARES TR4.9K shares262.59%2026-06-302026-07-20

Sponsored

VMC VULCAN MATLS CO2.0K shares0.00%2026-06-302026-07-20

ROP ROPER TECHNOLOGIES INC1.8K shares-3.34%2026-06-302026-07-20

HYG ISHARES TR7.2K shares0.00%2026-06-302026-07-20

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC740 shares-21.78%2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC13.2K shares-31.17%2026-06-302026-07-20

GLD SPDR GOLD TR1.5K shares-3.18%2026-06-302026-07-20

CARR CARRIER GLOBAL CORPORATION7.6K shares-1.93%2026-06-302026-07-20

GEV GE VERNOVA INC471 shares-1.05%2026-06-302026-07-20

Sponsored

FI FISERV INC11.2K shares-27.51%2026-06-302026-07-20

USMV ISHARES TR5.5K shares-5.15%2026-06-302026-07-20

AAXJ ISHARES TR4.4K shares-1.14%2026-06-302026-07-20

XLE SELECT SECTOR SPDR TR9.7K shares-3.59%2026-06-302026-07-20

TXN TEXAS INSTRS INC1.7K shares2.28%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC2.7K shares4.60%2026-06-302026-07-20

ANET ARISTA NETWORKS INC2.7K shares203.75%2026-06-302026-07-20

LIN LINDE PLC867 shares1.64%2026-06-302026-07-20

Sponsored

BSV VANGUARD BD INDEX FDS5.7K shares-9.88%2026-06-302026-07-20

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.6K shares-15.09%2026-06-302026-07-20

UNP UNION PAC CORP1.6K shares-17.56%2026-06-302026-07-20

EEMV ISHARES INC5.6K shares-0.88%2026-06-302026-07-20

XLV SELECT SECTOR SPDR TR2.6K shares32.67%2026-06-302026-07-20

FDX FEDEX CORP1.3K shares0.00%2026-06-302026-07-20

STT STATE STR CORP2.4K shares0.00%2026-06-302026-07-20

CATH GLOBAL X FDS4.4K shares0.00%2026-06-302026-07-20

Sponsored

IGSB ISHARES TR7.4K shares13.52%2026-06-302026-07-20

BK BANK OF NY MELLON CORP2.7K shares-4.04%2026-06-302026-07-20

BDX BECTON DICKINSON & CO2.5K shares-2.72%2026-06-302026-07-20

SDY SPDR SERIES TRUST2.5K shares43.14%2026-06-302026-07-20

BUFF INNOVATOR ETFS TRUST6.9K shares-22.55%2026-06-302026-07-20

IJR ISHARES TR2.4K shares-0.86%2026-06-302026-07-20

BKNG BOOKING HOLDINGS INC2.0K shares2400.00%2026-06-302026-07-20

DIVO AMPLIFY ETF TR7.7K shares-7.60%2026-06-302026-07-20

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC840 shares20.17%2026-06-302026-07-20

EMR EMERSON ELEC CO2.4K shares-7.73%2026-06-302026-07-20

VLTO VERALTO CORP3.9K shares-8.98%2026-06-302026-07-20

VGT VANGUARD WORLD FD2.9K shares638.30%2026-06-302026-07-20

BLV VANGUARD BD INDEX FDS4.9K sharesnew addition2026-06-302026-07-20

GXO LOGISTICS INCORPORATED GXO LOGISTICS INCORPORATED6.6K shares0.00%2026-06-302026-07-20

IDV ISHARES TR7.8K shares4.85%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR10.9K shares0.00%2026-06-302026-07-20

Sponsored

ADI ANALOG DEVICES INC803 shares-2.55%2026-06-302026-07-20

AIVL WISDOMTREE TR2.4K shares-11.98%2026-06-302026-07-20

CTSH COGNIZANT TECHNOLOGY SOLUTIO8.0K shares-16.23%2026-06-302026-07-20

MO ALTRIA GROUP INC4.3K shares0.00%2026-06-302026-07-20

MCK MCKESSON CORP409 shares0.99%2026-06-302026-07-20

VLO VALERO ENERGY CORP1.1K shares0.00%2026-06-302026-07-20

IXJ ISHARES TR3.0K shares0.00%2026-06-302026-07-20

SYK STRYKER CORPORATION902 shares-5.25%2026-06-302026-07-20

Sponsored

EMLC VANECK ETF TRUST11.0K shares0.00%2026-06-302026-07-20

AVT AVNET INC3.1K shares0.00%2026-06-302026-07-20

IVE ISHARES TR1.2K shares0.00%2026-06-302026-07-20

CMI CUMMINS INC371 shares0.00%2026-06-302026-07-20

DELL DELL TECHNOLOGIES INC601 shares0.00%2026-06-302026-07-20

DHS WISDOMTREE TR2.2K shares-10.76%2026-06-302026-07-20

BA BOEING CO1.2K shares0.00%2026-06-302026-07-20

TGT TARGET CORP1.9K shares-3.34%2026-06-302026-07-20

Sponsored

SOLS SOLSTICE ADVANCED MATLS INC2.8K shares-8.68%2026-06-302026-07-20

SMH VANECK ETF TRUST378 shares-34.38%2026-06-302026-07-20

BMO BANK MONTREAL MEDIUM1.4K shares0.00%2026-06-302026-07-20

PH PARKER-HANNIFIN CORP246 shares3.36%2026-06-302026-07-20

PRF INVESCO EXCHANGE TRADED FD T4.4K shares-49.23%2026-06-302026-07-20

DOV DOVER CORP1.0K shares-24.22%2026-06-302026-07-20

ETR ENTERGY CORP NEW2.0K shares1.25%2026-06-302026-07-20

IJH ISHARES TR3.0K shares43.33%2026-06-302026-07-20

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APH AMPHENOL CORP1.2K shares2.25%2026-06-302026-07-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares-82.17%2026-06-302026-07-20

ISRG INTUITIVE SURGICAL INC538 shares-8.50%2026-06-302026-07-20

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MEAR ISHARES U S ETF TR4.0K shares0.00%2026-06-302026-07-20

DNP DNP SELECT INCOME FD INC18.5K shares0.00%2026-06-302026-07-20

DHI D R HORTON INC1.2K shares0.00%2026-06-302026-07-20

TIP ISHARES TR1.8K shares-4.80%2026-06-302026-07-20

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YUM YUM BRANDS INC1.2K shares0.00%2026-06-302026-07-20

PEG PUBLIC SVC ENTERPRISE GROUP2.4K shares0.00%2026-06-302026-07-20

EEMA ISHARES INC1.6K shares-0.82%2026-06-302026-07-20

EG EVEREST GROUP LTD500 shares0.00%2026-06-302026-07-20

T AT&T INC8.5K shares-74.95%2026-06-302026-07-20

OKE ONEOK INC NEW2.0K shares0.00%2026-06-302026-07-20

VRT VERTIV HOLDINGS CO507 shares-6.46%2026-06-302026-07-20

IWO ISHARES TR425 shares-0.47%2026-06-302026-07-20

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NVO NOVO-NORDISK A S3.4K shares-19.90%2026-06-302026-07-20

RSPT INVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2026-06-302026-07-20

NVG NUVEEN AMT FREE MUN CR INC F12.6K shares0.00%2026-06-302026-07-20

EFG ISHARES TR1.3K shares0.00%2026-06-302026-07-20

XLC SELECT SECTOR SPDR TR1.5K shares30.54%2026-06-302026-07-20

AECOM AECOM2.3K shares0.00%2026-06-302026-07-20

IJK ISHARES TR1.4K shares0.00%2026-06-302026-07-20

FLEX FLEX LTD968 shares0.00%2026-06-302026-07-20

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INDY ISHARES TR3.6K shares0.00%2026-06-302026-07-20

RXO RXO INC5.6K shares0.00%2026-06-302026-07-20

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HLT HILTON WORLDWIDE HLDGS INC450 shares0.00%2026-06-302026-07-20

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VGIT VANGUARD SCOTTSDALE FDS2.4K shares77.46%2026-06-302026-07-20

DUK DUKE ENERGY CORP NEW1.1K shares6.89%2026-06-302026-07-20

NSC NORFOLK SOUTHN CORP455 shares0.00%2026-06-302026-07-20

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SBUX STARBUCKS CORP1.4K shares7.80%2026-06-302026-07-20

IGIB ISHARES TR2.7K shares-24.05%2026-06-302026-07-20

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SYY SYSCO CORP1.7K shares-27.11%2026-06-302026-07-20

MDLZ MONDELEZ INTL INC2.4K shares0.00%2026-06-302026-07-20

DTE DTE ENERGY CO905 shares0.56%2026-06-302026-07-20

COP CONOCOPHILLIPS1.3K shares2.41%2026-06-302026-07-20

WELL WELLTOWER INC600 shares-14.29%2026-06-302026-07-20

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QQEW FIRST TR EXCHANGE-TRADED FD818 sharesnew addition2026-06-302026-07-20

LHX L3HARRIS TECHNOLOGIES INC447 shares-12.01%2026-06-302026-07-20

LQD ISHARES TR1.2K shares0.00%2026-06-302026-07-20

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FTV FORTIVE CORP2.1K shares0.00%2026-06-302026-07-20

CMCSA COMCAST CORP NEW5.0K shares-41.46%2026-06-302026-07-20

EWY ISHARES INC600 shares0.00%2026-06-302026-07-20

QQQM INVESCO EXCH TRADED FD TR II396 shares-25.98%2026-06-302026-07-20

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APD AIR PRODUCTS AND CHEMICALS I405 shares-15.45%2026-06-302026-07-20

PHYS SPROTT ASSET MANAGEMENT LP3.9K shares3.70%2026-06-302026-07-20

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PBE INVESCO EXCHANGE TRADED FD T1.2K shares-26.65%2026-06-302026-07-20

DGX QUEST DIAGNOSTICS INC518 shares0.00%2026-06-302026-07-20

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VGK VANGUARD INTL EQUITY INDEX F1.2K shares-29.07%2026-06-302026-07-20

PDI PIMCO DYNAMIC INCOME FD6.5K shares0.00%2026-06-302026-07-20

KEYS KEYSIGHT TECHNOLOGIES INC305 shares0.00%2026-06-302026-07-20

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ASTRAZENECA PLC ASTRAZENECA PLC541 sharesnew addition2026-06-302026-07-20

S&P GLOBAL INC S&P GLOBAL INC250 shares-11.97%2026-06-302026-07-20

AMT AMERICAN TOWER CORP621 shares0.00%2026-06-302026-07-20

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FLRN SPDR SERIES TRUST3.3K shares0.00%2026-06-302026-07-20

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VGSH VANGUARD SCOTTSDALE FDS1.7K shares-16.67%2026-06-302026-07-20

XLY SELECT SECTOR SPDR TR832 shares-13.96%2026-06-302026-07-20

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QCOM QUALCOMM INC521 shares-18.72%2026-06-302026-07-20

IEF ISHARES TR1.0K shares0.00%2026-06-302026-07-20

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EWT ISHARES INC880 shares0.00%2026-06-302026-07-20

VGLT VANGUARD SCOTTSDALE FDS1.7K shares0.00%2026-06-302026-07-20

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EWJ ISHARES INC971 shares40.52%2026-06-302026-07-20

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SCHY SCHWAB STRATEGIC TR2.7K shares0.00%2026-06-302026-07-20

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PSX PHILLIPS 66458 shares-8.58%2026-06-302026-07-20

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BSX BOSTON SCIENTIFIC CORP1.7K shares0.00%2026-06-302026-07-20

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CSX CSX CORP1.5K shares2.53%2026-06-302026-07-20

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PFFA ETFIS SER TR I3.5K shares0.00%2026-06-302026-07-20

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TBLD THORNBURG INCM BUILDER OPP T3.0K shares0.00%2026-06-302026-07-20

DBC INVESCO DB COMMDY INDX TRCK2.5K shares0.00%2026-06-302026-07-20

SCHM SCHWAB STRATEGIC TR1.8K shares0.00%2026-06-302026-07-20

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AIG AMERICAN INTL GROUP INC825 shares-20.29%2026-06-302026-07-20

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NFE NEW FORTRESS ENERGY INC40.7K shares0.00%2026-06-302026-07-20

WEC WEC ENERGY GROUP INC125 shares-12.59%2026-06-302026-07-20

GSK PLC GSK PLC278 shares-31.86%2026-06-302026-07-20

IR INGERSOLL RAND INC176 shares0.00%2026-06-302026-07-20

BTZ BLACKROCK CR ALLOCATION1.4K shares0.00%2026-06-302026-07-20

Sponsored

MTB M & T BK CORP59 shares-39.18%2026-06-302026-07-20

NEM NEWMONT CORP150 shares0.00%2026-06-302026-07-20

FTRE FORTREA HLDGS INC775 shares0.00%2026-06-302026-07-20

JOBY JOBY AVIATION INC1.5K shares200.00%2026-06-302026-07-20

ORLY OREILLY AUTOMOTIVE INC136 shares0.00%2026-06-302026-07-20

TT TRANE TECHNOLOGIES PLC25 shares150.00%2026-06-302026-07-20

IEX IDEX CORP54 shares0.00%2026-06-302026-07-20

XEL XCEL ENERGY INC150 shares0.00%2026-06-302026-07-20

Sponsored

JBHT HUNT J B TRANS SVCS INC41 shares0.00%2026-06-302026-07-20

SRE SEMPRA128 shares0.00%2026-06-302026-07-20

NI NISOURCE INC244 shares-40.34%2026-06-302026-07-20

INTU INTUIT42 shares-8.70%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T

-2.06%

Shares132.9K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

1.15%

Shares141.3K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-2.97%

Shares200.0K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

-3.92%

Shares124.5K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

-3.28%

Shares206.8K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

0.04%

Shares123.4K

Event2026-06-30

Filed2026-07-20

ISHARES TR

8.78%

Shares281.7K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

-4.12%

Shares83.6K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD MALVERN FDS

2.81%

Shares516.1K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-2.30%

Shares69.1K

Event2026-06-30

Filed2026-07-20

USFR

WISDOMTREE TR

5.67%

Shares442.6K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-0.54%

Shares229.8K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

-2.68%

Shares167.1K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-0.93%

Shares25.0K

Event2026-06-30

Filed2026-07-20

GVI

ISHARES TR

7.43%

Shares163.8K

Event2026-06-30

Filed2026-07-20

JAAA

JANUS DETROIT STR TR

2.98%

Shares326.5K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

-4.82%

Shares54.9K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

-2.99%

Shares31.6K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-2.67%

Shares36.5K

Event2026-06-30

Filed2026-07-20

VISA INC

-3.19%

Shares36.4K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

-5.01%

Shares11.6K

Event2026-06-30

Filed2026-07-20

DFAS

DIMENSIONAL ETF TRUST

-2.19%

Shares147.6K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

-12.48%

Shares141.0K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

2.13%

Shares47.4K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

1.54%

Shares14.9K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

15.73%

Shares25.2K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

-2.35%

Shares55.8K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

-5.53%

Shares11.0K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

-4.10%

Shares10.6K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-3.17%

Shares39.7K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

-2.13%

Shares16.8K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

-1.83%

Shares163.6K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

-3.28%

Shares17.3K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

2.43%

Shares83.0K

Event2026-06-30

Filed2026-07-20

FAST

FASTENAL CO

-6.24%

Shares177.9K

Event2026-06-30

Filed2026-07-20

BSCS

INVESCO EXCH TRD SLF IDX FD

14.46%

Shares412.2K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

-4.73%

Shares69.4K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL

-4.77%

Shares41.2K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-3.77%

Shares21.4K

Event2026-06-30

Filed2026-07-20

JPST

J P MORGAN EXCHANGE TRADED F

15.51%

Shares135.2K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-15.69%

Shares22.0K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

-4.83%

Shares44.4K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

-6.18%

Shares42.1K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

-5.22%

Shares16.2K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

-3.98%

Shares18.5K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

-2.20%

Shares16.1K

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

-5.22%

Shares14.5K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

17.21%

Shares60.1K

Event2026-06-30

Filed2026-07-20

BSCT

INVESCO EXCH TRD SLF IDX FD

36.11%

Shares267.7K

Event2026-06-30

Filed2026-07-20

BSCR

INVESCO EXCH TRD SLF IDX FD

5.54%

Shares252.3K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

-4.00%

Shares35.9K

Event2026-06-30

Filed2026-07-20

VHT

VANGUARD WORLD FD

-4.63%

Shares16.0K

Event2026-06-30

Filed2026-07-20

ECL

ECOLAB INC

-1.82%

Shares15.9K

Event2026-06-30

Filed2026-07-20

BKR

BAKER HUGHES COMPANY

-3.65%

Shares73.8K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

-4.35%

Shares15.9K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

-6.53%

Shares18.2K

Event2026-06-30

Filed2026-07-20

BSCQ

INVESCO EXCH TRD SLF IDX FD

-0.76%

Shares198.8K

Event2026-06-30

Filed2026-07-20

MCO

MOODYS CORP

46.67%

Shares8.2K

Event2026-06-30

Filed2026-07-20

BSCU

INVESCO EXCH TRD SLF IDX FD

1758.03%

Shares218.4K

Event2026-06-30

Filed2026-07-20

SHYG

ISHARES TR

0.91%

Shares85.4K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

-6.35%

Shares21.5K

Event2026-06-30

Filed2026-07-20

UBER

UBER TECHNOLOGIES INC

-5.51%

Shares48.8K

Event2026-06-30

Filed2026-07-20

CEG

CONSTELLATION ENERGY CORP

12.14%

Shares13.8K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

-4.40%

Shares10.1K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

-1.19%

Shares11.8K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

-8.24%

Shares8.8K

Event2026-06-30

Filed2026-07-20

XLI

SELECT SECTOR SPDR TR

-1.28%

Shares17.0K

Event2026-06-30

Filed2026-07-20

ICE

INTERCONTINENTAL EXCHANGE IN

8.56%

Shares25.3K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

-4.13%

Shares33.4K

Event2026-06-30

Filed2026-07-20

EQIX

EQUINIX INC

-2.36%

Shares2.9K

Event2026-06-30

Filed2026-07-20

VNQ

VANGUARD INDEX FDS

-4.11%

Shares31.5K

Event2026-06-30

Filed2026-07-20

CRM

SALESFORCE INC

-18.41%

Shares18.7K

Event2026-06-30

Filed2026-07-20

DVY

ISHARES TR

-2.10%

Shares18.6K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

-1.10%

Shares6.8K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

-13.15%

Shares12.6K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

15.69%

Shares38.1K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

-0.02%

Shares6.4K

Event2026-06-30

Filed2026-07-20

IGM

ISHARES TR

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-20

PNC

PNC FINL SVCS GROUP INC

-5.90%

Shares10.7K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

-50.30%

Shares5.2K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

1.44%

Shares13.5K

Event2026-06-30

Filed2026-07-20

EEM

ISHARES TR

-7.85%

Shares37.1K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

-2.90%

Shares11.3K

Event2026-06-30

Filed2026-07-20

BSCV

INVESCO EXCH TRD SLF IDX FD

New

Shares153.6K

Event2026-06-30

Filed2026-07-20

AVEM

AMERICAN CENTY ETF TR

43.62%

Shares25.4K

Event2026-06-30

Filed2026-07-20

ESGV

VANGUARD WORLD FD

-5.29%

Shares17.9K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

-1.55%

Shares7.1K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

-1.81%

Shares16.9K

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD WHITEHALL FDS

-4.05%

Shares14.4K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

0.71%

Shares17.6K

Event2026-06-30

Filed2026-07-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

-2.73%

Shares1.8K

Event2026-06-30

Filed2026-07-20

ITW

ILLINOIS TOOL WKS INC

-5.78%

Shares8.1K

Event2026-06-30

Filed2026-07-20

DEERE & CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

VONG

VANGUARD SCOTTSDALE FDS

5.83%

Shares16.2K

Event2026-06-30

Filed2026-07-20

COF

CAPITAL ONE FINL CORP

-54.67%

Shares10.1K

Event2026-06-30

Filed2026-07-20

SERVICENOW INC

-27.02%

Shares18.2K

Event2026-06-30

Filed2026-07-20

OEF

ISHARES TR

-10.28%

Shares4.9K

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

27.26%

Shares23.8K

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

-0.52%

Shares5.0K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

-0.94%

Shares6.2K

Event2026-06-30

Filed2026-07-20

IWR

ISHARES TR

-9.98%

Shares14.8K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

26.53%

Shares6.7K

Event2026-06-30

Filed2026-07-20

SRLN

SSGA ACTIVE ETF TR

-6.36%

Shares39.0K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

3.67%

Shares3.0K

Event2026-06-30

Filed2026-07-20

PFFD

GLOBAL X FDS

160.29%

Shares77.7K

Event2026-06-30

Filed2026-07-20

ICVT

ISHARES TR

94.45%

Shares11.7K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

-1.97%

Shares10.1K

Event2026-06-30

Filed2026-07-20

ACWX

ISHARES TR

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-20

VANGUARD SCOTTSDALE FDS

14.54%

Shares11.4K

Event2026-06-30

Filed2026-07-20

FLOT

ISHARES TR

-6.87%

Shares27.1K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

-1.49%

Shares15.7K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

-10.82%

Shares676

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

-2.35%

Shares3.7K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

479.42%

Shares15.2K

Event2026-06-30

Filed2026-07-20

TOTL

SSGA ACTIVE ETF TR

3.96%

Shares31.7K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

-7.38%

Shares12.9K

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC

-7.69%

Shares15.4K

Event2026-06-30

Filed2026-07-20

JMST

J P MORGAN EXCHANGE TRADED F

28.29%

Shares23.5K

Event2026-06-30

Filed2026-07-20

IBB

ISHARES TR

-3.48%

Shares6.2K

Event2026-06-30

Filed2026-07-20

SGOV

ISHARES TR

1183.33%

Shares11.6K

Event2026-06-30

Filed2026-07-20

THE CIGNA GROUP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

-6.15%

Shares11.9K

Event2026-06-30

Filed2026-07-20

XPO

XPO INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

329.24%

Shares12.6K

Event2026-06-30

Filed2026-07-20

EUSA

ISHARES INC

5.15%

Shares8.9K

Event2026-06-30

Filed2026-07-20

HYLB

DBX ETF TR

4.43%

Shares26.8K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

1.70%

Shares30.8K

Event2026-06-30

Filed2026-07-20

SHY

ISHARES TR

80.72%

Shares11.8K

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO

-6.89%

Shares16.8K

Event2026-06-30

Filed2026-07-20

BAC-PL

BANK OF AMER CORP

0.00%

Shares748

Event2026-06-30

Filed2026-07-20

BSMR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares38.7K

Event2026-06-30

Filed2026-07-20

SNDK

SANDISK CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

XLF

SELECT SECTOR SPDR TR

10.79%

Shares16.8K

Event2026-06-30

Filed2026-07-20

AGGY

WISDOMTREE TR

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-20

BSMQ

INVESCO EXCH TRD SLF IDX FD

-5.38%

Shares37.0K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

11.31%

Shares4.1K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

0.98%

Shares826

Event2026-06-30

Filed2026-07-20

COCA COLA CO

0.85%

Shares10.2K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

0.00%

Shares720

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

0.88%

Shares1.1K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

-1.52%

Shares9.9K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

-9.56%

Shares1.6K

Event2026-06-30

Filed2026-07-20

BSMS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares34.1K

Event2026-06-30

Filed2026-07-20

PAYX

PAYCHEX INC

-23.07%

Shares8.0K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

-8.84%

Shares2.1K

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

-3.60%

Shares3.4K

Event2026-06-30

Filed2026-07-20

VYMI

VANGUARD WHITEHALL FDS

-26.14%

Shares7.6K

Event2026-06-30

Filed2026-07-20

XSOE

WISDOMTREE TR

-1.31%

Shares15.0K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

13.33%

Shares4.9K

Event2026-06-30

Filed2026-07-20

CWB

SPDR SERIES TRUST

-3.13%

Shares6.8K

Event2026-06-30

Filed2026-07-20

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

0.33%

Shares10.9K

Event2026-06-30

Filed2026-07-20

WBS

WEBSTER FINL CORP

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

-1.53%

Shares9.0K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

IJS

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

-0.38%

Shares26.2K

Event2026-06-30

Filed2026-07-20

VSGX

VANGUARD WORLD FD

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-20

3M CO

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-20

WSO

WATSCO INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

CVS

CVS HEALTH CORP

-1.55%

Shares6.0K

Event2026-06-30

Filed2026-07-20

SHAG

WISDOMTREE TR

12.75%

Shares13.0K

Event2026-06-30

Filed2026-07-20

TDG

TRANSDIGM GROUP INC

0.00%

Shares460

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

262.59%

Shares4.9K

Event2026-06-30

Filed2026-07-20

VMC

VULCAN MATLS CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

ROP

ROPER TECHNOLOGIES INC

-3.34%

Shares1.8K

Event2026-06-30

Filed2026-07-20

HYG

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

-21.78%

Shares740

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

-31.17%

Shares13.2K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

-3.18%

Shares1.5K

Event2026-06-30

Filed2026-07-20

CARR

CARRIER GLOBAL CORPORATION

-1.93%

Shares7.6K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

-1.05%

Shares471

Event2026-06-30

Filed2026-07-20

FISERV INC

-27.51%

Shares11.2K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES TR

-5.15%

Shares5.5K

Event2026-06-30

Filed2026-07-20

AAXJ

ISHARES TR

-1.14%

Shares4.4K

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

-3.59%

Shares9.7K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

2.28%

Shares1.7K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

4.60%

Shares2.7K

Event2026-06-30

Filed2026-07-20

ANET

ARISTA NETWORKS INC

203.75%

Shares2.7K

Event2026-06-30

Filed2026-07-20

LIN

LINDE PLC

1.64%

Shares867

Event2026-06-30

Filed2026-07-20

BSV

VANGUARD BD INDEX FDS

-9.88%

Shares5.7K

Event2026-06-30

Filed2026-07-20

LABCORP HOLDINGS INC

-15.09%

Shares1.6K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

-17.56%

Shares1.6K

Event2026-06-30

Filed2026-07-20

EEMV

ISHARES INC

-0.88%

Shares5.6K

Event2026-06-30

Filed2026-07-20

XLV

SELECT SECTOR SPDR TR

32.67%

Shares2.6K

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

STT

STATE STR CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

CATH

GLOBAL X FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-20

IGSB

ISHARES TR

13.52%

Shares7.4K

Event2026-06-30

Filed2026-07-20

BANK OF NY MELLON CORP

-4.04%

Shares2.7K

Event2026-06-30

Filed2026-07-20

BDX

BECTON DICKINSON & CO

-2.72%

Shares2.5K

Event2026-06-30

Filed2026-07-20

SDY

SPDR SERIES TRUST

43.14%

Shares2.5K

Event2026-06-30

Filed2026-07-20

BUFF

INNOVATOR ETFS TRUST

-22.55%

Shares6.9K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

-0.86%

Shares2.4K

Event2026-06-30

Filed2026-07-20

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

DIVO

AMPLIFY ETF TR

-7.60%

Shares7.7K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

20.17%

Shares840

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

-7.73%

Shares2.4K

Event2026-06-30

Filed2026-07-20

VLTO

VERALTO CORP

-8.98%

Shares3.9K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

638.30%

Shares2.9K

Event2026-06-30

Filed2026-07-20

BLV

VANGUARD BD INDEX FDS

New

Shares4.9K

Event2026-06-30

Filed2026-07-20

GXO LOGISTICS INCORPORATED

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-20

IDV

ISHARES TR

4.85%

Shares7.8K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

-2.55%

Shares803

Event2026-06-30

Filed2026-07-20

AIVL

WISDOMTREE TR

-11.98%

Shares2.4K

Event2026-06-30

Filed2026-07-20

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-16.23%

Shares8.0K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

0.99%

Shares409

Event2026-06-30

Filed2026-07-20

VLO

VALERO ENERGY CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

IXJ

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

-5.25%

Shares902

Event2026-06-30

Filed2026-07-20

EMLC

VANECK ETF TRUST

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-20

AVT

AVNET INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-20

IVE

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

CMI

CUMMINS INC

0.00%

Shares371

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

0.00%

Shares601

Event2026-06-30

Filed2026-07-20

DHS

WISDOMTREE TR

-10.76%

Shares2.2K

Event2026-06-30

Filed2026-07-20

BOEING CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

TGT

TARGET CORP

-3.34%

Shares1.9K

Event2026-06-30

Filed2026-07-20

SOLS

SOLSTICE ADVANCED MATLS INC

-8.68%

Shares2.8K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

-34.38%

Shares378

Event2026-06-30

Filed2026-07-20

BMO

BANK MONTREAL MEDIUM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

PARKER-HANNIFIN CORP

3.36%

Shares246

Event2026-06-30

Filed2026-07-20

PRF

INVESCO EXCHANGE TRADED FD T

-49.23%

Shares4.4K

Event2026-06-30

Filed2026-07-20

DOV

DOVER CORP

-24.22%

Shares1.0K

Event2026-06-30

Filed2026-07-20

ETR

ENTERGY CORP NEW

1.25%

Shares2.0K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

43.33%

Shares3.0K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

2.25%

Shares1.2K

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND

-82.17%

Shares1.7K

Event2026-06-30

Filed2026-07-20

ISRG

INTUITIVE SURGICAL INC

-8.50%

Shares538

Event2026-06-30

Filed2026-07-20

LAUDER ESTEE COS INC

-1.87%

Shares2.6K

Event2026-06-30

Filed2026-07-20

MEAR

ISHARES U S ETF TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

DNP

DNP SELECT INCOME FD INC

0.00%

Shares18.5K

Event2026-06-30

Filed2026-07-20

DHI

D R HORTON INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

TIP

ISHARES TR

-4.80%

Shares1.8K

Event2026-06-30

Filed2026-07-20

YUM

YUM BRANDS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

EEMA

ISHARES INC

-0.82%

Shares1.6K

Event2026-06-30

Filed2026-07-20

EVEREST GROUP LTD

0.00%

Shares500

Event2026-06-30

Filed2026-07-20

AT&T INC

-74.95%

Shares8.5K

Event2026-06-30

Filed2026-07-20

OKE

ONEOK INC NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

-6.46%

Shares507

Event2026-06-30

Filed2026-07-20

IWO

ISHARES TR

-0.47%

Shares425

Event2026-06-30

Filed2026-07-20

NVO

NOVO-NORDISK A S

-19.90%

Shares3.4K

Event2026-06-30

Filed2026-07-20

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-20

EFG

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

XLC

SELECT SECTOR SPDR TR

30.54%

Shares1.5K

Event2026-06-30

Filed2026-07-20

AECOM

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

IJK

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

FLEX

FLEX LTD

0.00%

Shares968

Event2026-06-30

Filed2026-07-20

INDY

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-20

RXO

RXO INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-20

GILD

GILEAD SCIENCES INC

1.43%

Shares1.2K

Event2026-06-30

Filed2026-07-20

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares450

Event2026-06-30

Filed2026-07-20

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-20

VGIT

VANGUARD SCOTTSDALE FDS

77.46%

Shares2.4K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

6.89%

Shares1.1K

Event2026-06-30

Filed2026-07-20

NSC

NORFOLK SOUTHN CORP

0.00%

Shares455

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

7.80%

Shares1.4K

Event2026-06-30

Filed2026-07-20

IGIB

ISHARES TR

-24.05%

Shares2.7K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

SYY

SYSCO CORP

-27.11%

Shares1.7K

Event2026-06-30

Filed2026-07-20

MDLZ

MONDELEZ INTL INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

DTE

DTE ENERGY CO

0.56%

Shares905

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

2.41%

Shares1.3K

Event2026-06-30

Filed2026-07-20

WELL

WELLTOWER INC

-14.29%

Shares600

Event2026-06-30

Filed2026-07-20

QQEW

FIRST TR EXCHANGE-TRADED FD

New

Shares818

Event2026-06-30

Filed2026-07-20

LHX

L3HARRIS TECHNOLOGIES INC

-12.01%

Shares447

Event2026-06-30

Filed2026-07-20

LQD

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

CTAS

CINTAS CORP

15.38%

Shares750

Event2026-06-30

Filed2026-07-20

FTV

FORTIVE CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-20

CMCSA

COMCAST CORP NEW

-41.46%

Shares5.0K

Event2026-06-30

Filed2026-07-20

EWY

ISHARES INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-20

QQQM

INVESCO EXCH TRADED FD TR II

-25.98%

Shares396

Event2026-06-30

Filed2026-07-20

SPDW

SPDR INDEX SHS FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

SPSB

SPDR SERIES TRUST

23.52%

Shares4.0K

Event2026-06-30

Filed2026-07-20

APD

AIR PRODUCTS AND CHEMICALS I

-15.45%

Shares405

Event2026-06-30

Filed2026-07-20

PHYS

SPROTT ASSET MANAGEMENT LP

3.70%

Shares3.9K

Event2026-06-30

Filed2026-07-20

SNA

SNAP ON INC

0.00%

Shares293

Event2026-06-30

Filed2026-07-20

UAN

CVR PARTNERS LP/CVR NITROGEN

-66.67%

Shares1.0K

Event2026-06-30

Filed2026-07-20

PBE

INVESCO EXCHANGE TRADED FD T

-26.65%

Shares1.2K

Event2026-06-30

Filed2026-07-20

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares518

Event2026-06-30

Filed2026-07-20

VGK

VANGUARD INTL EQUITY INDEX F

-29.07%

Shares1.2K

Event2026-06-30

Filed2026-07-20

PDI

PIMCO DYNAMIC INCOME FD

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-20

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares305

Event2026-06-30

Filed2026-07-20

DTM

DT MIDSTREAM INC

0.00%

Shares725

Event2026-06-30

Filed2026-07-20

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-20

ASTRAZENECA PLC

New

Shares541

Event2026-06-30

Filed2026-07-20

S&P GLOBAL INC

-11.97%

Shares250

Event2026-06-30

Filed2026-07-20

AMT

AMERICAN TOWER CORP

0.00%

Shares621

Event2026-06-30

Filed2026-07-20

FLRN

SPDR SERIES TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

ALIBABA GROUP HLDG LTD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

KMB

KIMBERLY-CLARK CORP

0.00%

Shares894

Event2026-06-30

Filed2026-07-20

VGSH

VANGUARD SCOTTSDALE FDS

-16.67%

Shares1.7K

Event2026-06-30

Filed2026-07-20

XLY

SELECT SECTOR SPDR TR

-13.96%

Shares832

Event2026-06-30

Filed2026-07-20

COLGATE PALMOLIVE CO

-17.23%

Shares1.1K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

-18.72%

Shares521

Event2026-06-30

Filed2026-07-20

IEF

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

EWT

ISHARES INC

0.00%

Shares880

Event2026-06-30

Filed2026-07-20

VGLT

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

0.92%

Shares656

Event2026-06-30

Filed2026-07-20

AGILENT TECHNOLOGIES INC

0.00%

Shares691

Event2026-06-30

Filed2026-07-20

LIVE NATION ENTERTAINMENT IN

0.00%

Shares500

Event2026-06-30

Filed2026-07-20

EWJ

ISHARES INC

40.52%

Shares971

Event2026-06-30

Filed2026-07-20

WAT

WATERS CORP

-23.81%

Shares240

Event2026-06-30

Filed2026-07-20

URI

UNITED RENTALS INC

0.00%

Shares79

Event2026-06-30

Filed2026-07-20

CNQ

CANADIAN NAT RES LTD MED TER

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-20

CONSTELLATION BRANDS INC

-28.41%

Shares630

Event2026-06-30

Filed2026-07-20

USA

LIBERTY ALL STAR EQUITY FD

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-20

VMI

VALMONT INDS INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-20

MSA

MSA SAFETY INC

3435.71%

Shares495

Event2026-06-30

Filed2026-07-20

SCHY

SCHWAB STRATEGIC TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

369.44%

Shares169

Event2026-06-30

Filed2026-07-20

ENB

ENBRIDGE INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

KBWB

INVESCO EXCH TRADED FD TR II

0.00%

Shares861

Event2026-06-30

Filed2026-07-20

IMCB

ISHARES TR

New

Shares821

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-10.51%

Shares230

Event2026-06-30

Filed2026-07-20

APTIV PLC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

-8.58%

Shares458

Event2026-06-30

Filed2026-07-20

OTIS

OTIS WORLDWIDE CORP

-12.42%

Shares1.1K

Event2026-06-30

Filed2026-07-20

HPQ

HP INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

RACE

FERRARI N V

0.00%

Shares200

Event2026-06-30

Filed2026-07-20

OMC

OMNICOM GROUP INC

-44.87%

Shares1.0K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

2.53%

Shares1.5K

Event2026-06-30

Filed2026-07-20

TC ENERGY CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

PFFA

ETFIS SER TR I

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-20

DGT

SPDR SERIES TRUST

0.00%

Shares380

Event2026-06-30

Filed2026-07-20

ETY

EATON VANCE TAX-MANAGED DIVE

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-20

PRU

PRUDENTIAL FINL INC

-17.58%

Shares647

Event2026-06-30

Filed2026-07-20

IEI

ISHARES TR

-60.94%

Shares587

Event2026-06-30

Filed2026-07-20

SWK

STANLEY BLACK & DECKER INC

0.00%

Shares726

Event2026-06-30

Filed2026-07-20

SELECT SECTOR SPDR TR

1398.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

QUANTA SVCS INC

0.00%

Shares94

Event2026-06-30

Filed2026-07-20

JRS

NUVEEN REAL ESTATE INCOME FD

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-20

TBLD

THORNBURG INCM BUILDER OPP T

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

DBC

INVESCO DB COMMDY INDX TRCK

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-20

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-20

EMB

ISHARES TR

0.00%

Shares678

Event2026-06-30

Filed2026-07-20

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-20

TSCO

TRACTOR SUPPLY CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

AIG

AMERICAN INTL GROUP INC

-20.29%

Shares825

Event2026-06-30

Filed2026-07-20

SLV

ISHARES SILVER TR

9.57%

Shares1.1K

Event2026-06-30

Filed2026-07-20

SOLV

SOLVENTUM CORP

0.00%

Shares790

Event2026-06-30

Filed2026-07-20

URTH

ISHARES INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-20

UPS

UNITED PARCEL SVCS INC

-45.45%

Shares563

Event2026-06-30

Filed2026-07-20

OGS

ONE GAS INC

0.00%

Shares771

Event2026-06-30

Filed2026-07-20

DOW

DOW HLDGS INC

-1.95%

Shares2.2K

Event2026-06-30

Filed2026-07-20

YUMC

YUM CHINA HLDGS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares238

Event2026-06-30

Filed2026-07-20

INDA

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

USHY

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares604

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC

-19.12%

Shares846

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

0.00%

Shares739

Event2026-06-30

Filed2026-07-20

PFLD

ETF SER SOLUTIONS

48.08%

Shares2.9K

Event2026-06-30

Filed2026-07-20

EFAV

ISHARES TR

0.00%

Shares650

Event2026-06-30

Filed2026-07-20

NLR

VANECK ETF TRUST

0.00%

Shares483

Event2026-06-30

Filed2026-07-20

DES

WISDOMTREE TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

JOHNSON CONTROLS INTERNATION

0.00%

Shares380

Event2026-06-30

Filed2026-07-20

GIS

GENERAL MILLS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

CORTEVA INC

-7.04%

Shares647

Event2026-06-30

Filed2026-07-20

DVYE

ISHARES INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

BARRICK MNG CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

QNITY ELECTRONICS INC

-23.47%

Shares326

Event2026-06-30

Filed2026-07-20

MSI

MOTOROLA SOLUTIONS INC

-49.80%

Shares128

Event2026-06-30

Filed2026-07-20

NKE

NIKE INC

-13.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

KMI

KINDER MORGAN INC DEL

New

Shares1.6K

Event2026-06-30

Filed2026-07-20

TMUS

T-MOBILE US INC

2.28%

Shares314

Event2026-06-30

Filed2026-07-20

RAL

RALLIANT CORP

2.48%

Shares702

Event2026-06-30

Filed2026-07-20

FIX

COMFORT SYS USA INC

85.71%

Shares26

Event2026-06-30

Filed2026-07-20

VAW

VANGUARD WORLD FD

-18.18%

Shares225

Event2026-06-30

Filed2026-07-20

SNOWFLAKE INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-20

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.00%

Shares203

Event2026-06-30

Filed2026-07-20

CRWV

COREWEAVE INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-20

MTBA

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

GXC

SPDR INDEX SHS FDS

0.00%

Shares565

Event2026-06-30

Filed2026-07-20

AMERIPRISE FINL INC

-59.30%

Shares105

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD INDEX FDS

52.94%

Shares130

Event2026-06-30

Filed2026-07-20

MET

METLIFE INC

0.00%

Shares550

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

-26.63%

Shares485

Event2026-06-30

Filed2026-07-20

HPF

HANCOCK JOHN PFD INCOME FD I

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

USB

US BANCORP

25.33%

Shares752

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

2900.00%

Shares150

Event2026-06-30

Filed2026-07-20

CNOB

CONNECTONE BANCORP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

BIZD

VANECK ETF TRUST

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-20

SNY

SANOFI SA

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

DCI

DONALDSON INC

0.00%

Shares468

Event2026-06-30

Filed2026-07-20

PFF

ISHARES TR

-48.04%

Shares1.4K

Event2026-06-30

Filed2026-07-20

IGV

ISHARES TR

0.00%

Shares450

Event2026-06-30

Filed2026-07-20

AFL

AFLAC INC

-30.86%

Shares345

Event2026-06-30

Filed2026-07-20

DEO

DIAGEO PLC

-27.54%

Shares500

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

0.00%

Shares256

Event2026-06-30

Filed2026-07-20

MLI

MUELLER INDS INC

0.00%

Shares325

Event2026-06-30

Filed2026-07-20

VSNT

VERSANT MEDIA GROUP INC

-38.36%

Shares1.1K

Event2026-06-30

Filed2026-07-20

IWP

ISHARES TR

0.00%

Shares262

Event2026-06-30

Filed2026-07-20

HDV

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

XLB

SELECT SECTOR SPDR TR

110.17%

Shares744

Event2026-06-30

Filed2026-07-20

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares425

Event2026-06-30

Filed2026-07-20

EVERSOURCE ENERGY

0.00%

Shares500

Event2026-06-30

Filed2026-07-20

IDEXX LABS INC

0.00%

Shares67

Event2026-06-30

Filed2026-07-20

TMC

TMC THE METALS COMPANY INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-20

DYNF

BLACKROCK ETF TRUST

0.00%

Shares510

Event2026-06-30

Filed2026-07-20

ARES CAPITAL CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-20

CNXC

CONCENTRIX CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

ITA

ISHARES TR

0.00%

Shares135

Event2026-06-30

Filed2026-07-20

ITOT

ISHARES TR

0.00%

Shares199

Event2026-06-30

Filed2026-07-20

MUSA

MURPHY USA INC

0.00%

Shares60

Event2026-06-30

Filed2026-07-20

VRSK

VERISK ANALYTICS INC

11.11%

Shares180

Event2026-06-30

Filed2026-07-20

CPER

UNITED STS COMMODITY INDEX F

0.00%

Shares850

Event2026-06-30

Filed2026-07-20

ARDC

ARES DYNAMIC CR ALLOCATION F

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-20

OGE

OGE ENERGY CORP

-50.00%

Shares650

Event2026-06-30

Filed2026-07-20

PFM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares570

Event2026-06-30

Filed2026-07-20

UTG

REAVES UTIL INCOME FD

0.00%

Shares744

Event2026-06-30

Filed2026-07-20

PGR

PROGRESSIVE CORP

0.00%

Shares138

Event2026-06-30

Filed2026-07-20

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares677

Event2026-06-30

Filed2026-07-20

CPNG

COUPANG INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

BIT

BLACKROCK MULTI SECTOR INC T

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

HIMS

HIMS & HERS HEALTH INC

0.00%

Shares805

Event2026-06-30

Filed2026-07-20

BROADRIDGE FINL SOLUTIONS IN

-21.32%

Shares203

Event2026-06-30

Filed2026-07-20

EIC

EAGLE POINT INCOME COMPANY I

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

TYG

TORTOISE ENERGY INFRSTRCTR C

0.00%

Shares621

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC

0.00%

Shares225

Event2026-06-30

Filed2026-07-20

PTY

PIMCO CORPORATE & INCOME OPP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-20

SLB

SLB LIMITED

0.00%

Shares569

Event2026-06-30

Filed2026-07-20

MICROCHIP TECHNOLOGY INC.

0.00%

Shares284

Event2026-06-30

Filed2026-07-20

BBUS

J P MORGAN EXCHANGE TRADED F

0.00%

Shares192

Event2026-06-30

Filed2026-07-20

GWW

WW GRAINGER INC

26.67%

Shares19

Event2026-06-30

Filed2026-07-20

TEL

TE CONNECTIVITY PLC

-55.75%

Shares127

Event2026-06-30

Filed2026-07-20

IYM

ISHARES TR

New

Shares140

Event2026-06-30

Filed2026-07-20

PYPL

PAYPAL HLDGS INC

-18.88%

Shares580

Event2026-06-30

Filed2026-07-20

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares35

Event2026-06-30

Filed2026-07-20

WEYERHAEUSER CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares497

Event2026-06-30

Filed2026-07-20

MPWR

MONOLITHIC PWR SYS INC

41.67%

Shares17

Event2026-06-30

Filed2026-07-20

PFD

FLAHERTY & CRUMRINE PFD INCO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

SPSM

SPDR SERIES TRUST

0.00%

Shares400

Event2026-06-30

Filed2026-07-20

PLD

PROLOGIS INC.

New

Shares168

Event2026-06-30

Filed2026-07-20

INTERNATIONAL PAPER CO

0.00%

Shares595

Event2026-06-30

Filed2026-07-20

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares100

Event2026-06-30

Filed2026-07-20

UNILEVER PLC

5.08%

Shares372

Event2026-06-30

Filed2026-07-20

CONSOLIDATED EDISON INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-20

XYL

XYLEM INC

0.00%

Shares187

Event2026-06-30

Filed2026-07-20

NAK

NORTHERN DYNASTY MINERALS LT

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-20

FREEPORT MCMORAN INC

16.67%

Shares350

Event2026-06-30

Filed2026-07-20

BTG

B2GOLD CORP

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-20

ICLN

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

EUFN

ISHARES TR

0.00%

Shares555

Event2026-06-30

Filed2026-07-20

JNK

SPDR SERIES TRUST

0.00%

Shares223

Event2026-06-30

Filed2026-07-20

FLGV

FRANKLIN TEMPLETON ETF TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

XAR

SPDR SERIES TRUST

0.00%

Shares75

Event2026-06-30

Filed2026-07-20

GIL

GILDAN ACTIVEWEAR INC

0.00%

Shares408

Event2026-06-30

Filed2026-07-20

QYLD

GLOBAL X FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

KKR

KKR & CO INC

-76.27%

Shares224

Event2026-06-30

Filed2026-07-20

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

CEMEX SA EURO MTN BE 144A

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-20

CCJ

CAMECO CORP

42.86%

Shares200

Event2026-06-30

Filed2026-07-20

EZU

ISHARES INC

0.00%

Shares290

Event2026-06-30

Filed2026-07-20

MMC

MARSH & MCLENNAN COS INC

-59.93%

Shares119

Event2026-06-30

Filed2026-07-20

XYLD

GLOBAL X FDS

0.00%

Shares486

Event2026-06-30

Filed2026-07-20

CENTERPOINT ENERGY INC

0.00%

Shares450

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELEC PWR CO INC

9.16%

Shares143

Event2026-06-30

Filed2026-07-20

EXC

EXELON CORP

0.00%

Shares416

Event2026-06-30

Filed2026-07-20

RLAY

RELAY THERAPEUTICS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

PICK

ISHARES INC

0.00%

Shares318

Event2026-06-30

Filed2026-07-20

VGNT

VERSIGENT PLC

New

Shares422

Event2026-06-30

Filed2026-07-20

LUMENTUM HLDGS INC

New

Shares20

Event2026-06-30

Filed2026-07-20

BXP

BXP INC

0.00%

Shares257

Event2026-06-30

Filed2026-07-20

SPTI

SPDR SERIES TRUST

0.00%

Shares573

Event2026-06-30

Filed2026-07-20

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares113

Event2026-06-30

Filed2026-07-20

NVS

NOVARTIS AG

0.00%

Shares100

Event2026-06-30

Filed2026-07-20

MAIN

MAIN STR CAP CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-20

JSI

JANUS DETROIT STR TR

0.00%

Shares297

Event2026-06-30

Filed2026-07-20

XERS

XERIS BIOPHARMA HOLDINGS INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

NFE

NEW FORTRESS ENERGY INC

0.00%

Shares40.7K

Event2026-06-30

Filed2026-07-20

WEC

WEC ENERGY GROUP INC

-12.59%

Shares125

Event2026-06-30

Filed2026-07-20

GSK PLC

-31.86%

Shares278

Event2026-06-30

Filed2026-07-20

INGERSOLL RAND INC

0.00%

Shares176

Event2026-06-30

Filed2026-07-20

BTZ

BLACKROCK CR ALLOCATION

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

MTB

M & T BK CORP

-39.18%

Shares59

Event2026-06-30

Filed2026-07-20

NEM

NEWMONT CORP

0.00%

Shares150

Event2026-06-30

Filed2026-07-20

FTRE

FORTREA HLDGS INC

0.00%

Shares775

Event2026-06-30

Filed2026-07-20

JOBY

JOBY AVIATION INC

200.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares136

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC

150.00%

Shares25

Event2026-06-30

Filed2026-07-20

IEX

IDEX CORP

0.00%

Shares54

Event2026-06-30

Filed2026-07-20

XEL

XCEL ENERGY INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-20

JBHT

HUNT J B TRANS SVCS INC

0.00%

Shares41

Event2026-06-30

Filed2026-07-20

SRE

SEMPRA

0.00%

Shares128

Event2026-06-30

Filed2026-07-20

NISOURCE INC

-40.34%

Shares244

Event2026-06-30

Filed2026-07-20

INTU

INTUIT

-8.70%

Shares42

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available