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The Analysis of YHB Investment Advisors, Inc.'s Holdings & P&L

Currently, YHB Investment Advisors, Inc. holds 314 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in N/A (+8.0K shares, valued at $6.0M), SPYG (+24.4K shares, valued at $2.9M), SMLF (+32.4K shares, valued at $2.9M); decreased their positions in MSFT (-20.5K shares, valued at $7.7M), BRK.B (-14.0K shares, valued at $7.0M), AMZN (-28.4K shares, valued at $6.8M); initiated new positions in FNDX (+65.0K shares, valued at $2.0M), IDEQ (+28.1K shares, valued at $983.7K), AMD (+1.4K shares, valued at $825.5K).

1M P&L

-49.9M-3.78%

3M P&L

+15.6M+1.24%

HY P&L

+124.7M+10.91%

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/A382.6M

29.2%

2Consumer Electronics95.7M

7.3%

3Internet Content & Information94.7M

7.2%

Top Industries by Stock Count

1N/A105 stocks

38.0%

2Drug Manufacturers - General8 stocks

2.9%

3Semiconductors6 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC330.6K shares1.57%2026-06-302026-07-14

GOOGL ALPHABET INC143.7K shares-5.23%2026-06-302026-07-14

MSFT MICROSOFT CORP127.9K shares-13.83%2026-06-302026-07-14

IJH ISHARES TR604.4K shares6.13%2026-06-302026-07-14

AMZN AMAZON COM INC187.8K shares-13.14%2026-06-302026-07-14

NVDA NVIDIA CORPORATION219.2K shares3.55%2026-06-302026-07-14

GOOG ALPHABET INC122.8K shares-9.54%2026-06-302026-07-14

LRCX LAM RESEARCH CORP96.7K shares-5.55%2026-06-302026-07-14

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION42.1K shares1.19%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL59.8K shares-18.93%2026-06-302026-07-14

VISA INC VISA INC82.6K shares2.43%2026-06-302026-07-14

APH AMPHENOL CORP141.4K shares0.52%2026-06-302026-07-14

TMO THERMO FISHER SCIENTIFIC INC49.0K shares2.47%2026-06-302026-07-14

ISHARES TR ISHARES TR30.9K shares34.96%2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFAC47.8K shares5.58%2026-06-302026-07-14

URI UNITED RENTALS INC19.4K shares-0.98%2026-06-302026-07-14

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T29.2K shares-0.76%2026-06-302026-07-14

JPST J P MORGAN EXCHANGE TRADED F411.7K shares-7.28%2026-06-302026-07-14

IJR ISHARES TR136.4K shares-0.24%2026-06-302026-07-14

SMLF ISHARES TR222.2K shares17.06%2026-06-302026-07-14

ECL ECOLAB INC70.2K shares2.18%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO55.8K shares6.54%2026-06-302026-07-14

DHR DANAHER CORP DEL91.5K shares3.48%2026-06-302026-07-14

PANW PALO ALTO NETWORKS INC50.2K shares5.47%2026-06-302026-07-14

Sponsored

IWB ISHARES TR40.6K shares-0.01%2026-06-302026-07-14

AMGN AMGEN INC45.8K shares-0.05%2026-06-302026-07-14

SYK STRYKER CORPORATION49.8K shares3.92%2026-06-302026-07-14

SCHG SCHWAB STRATEGIC TR443.6K shares-3.52%2026-06-302026-07-14

IVW ISHARES TR108.5K shares0.09%2026-06-302026-07-14

ISHARES TR ISHARES TR153.2K shares-0.58%2026-06-302026-07-14

HD HOME DEPOT INC41.7K shares1.08%2026-06-302026-07-14

TJX TJX COS INC NEW81.4K shares-0.14%2026-06-302026-07-14

Sponsored

WMT WALMART INC107.3K shares8.24%2026-06-302026-07-14

EQWL INVESCO EXCHANGE TRADED FD T90.0K shares14.64%2026-06-302026-07-14

LLY ELI LILLY & CO9.5K shares11.41%2026-06-302026-07-14

EAGL 2023 ETF SERIES TRUST347.4K shares9.07%2026-06-302026-07-14

CMI CUMMINS INC15.6K shares-2.49%2026-06-302026-07-14

WWD WOODWARD INC25.5K shares-8.38%2026-06-302026-07-14

FTNT FORTINET INC68.6K shares-0.19%2026-06-302026-07-14

SCHD SCHWAB STRATEGIC TR320.7K shares2.71%2026-06-302026-07-14

Sponsored

IEMG ISHARES INC122.5K shares2.09%2026-06-302026-07-14

UNP UNION PAC CORP37.0K shares4.75%2026-06-302026-07-14

ETN EATON CORP PLC23.5K shares7.60%2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC110.7K shares5.46%2026-06-302026-07-14

ABBVIE INC ABBVIE INC37.4K shares1.32%2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION48.8K shares-0.02%2026-06-302026-07-14

ISRG INTUITIVE SURGICAL INC23.2K shares3.35%2026-06-302026-07-14

ORACLE CORP ORACLE CORP62.6K shares-2.62%2026-06-302026-07-14

Sponsored

SPDW SPDR INDEX SHS FDS181.5K shares1.55%2026-06-302026-07-14

JMST J P MORGAN EXCHANGE TRADED F165.6K shares33.13%2026-06-302026-07-14

SPYG SPDR SERIES TRUST69.8K shares53.63%2026-06-302026-07-14

MINT PIMCO ETF TR82.2K shares4.59%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC14.6K shares2.72%2026-06-302026-07-14

IVE ISHARES TR36.0K shares0.38%2026-06-302026-07-14

GE GE AEROSPACE21.1K shares-0.07%2026-06-302026-07-14

CSL CARLISLE COS INC21.7K shares1.62%2026-06-302026-07-14

Sponsored

IWM ISHARES TR25.8K shares-1.16%2026-06-302026-07-14

BROADCOM INC BROADCOM INC19.3K shares7.17%2026-06-302026-07-14

MCD MCDONALDS CORP26.5K shares0.56%2026-06-302026-07-14

GWW WW GRAINGER INC5.2K shares1.91%2026-06-302026-07-14

SCHX SCHWAB STRATEGIC TR229.3K shares6.42%2026-06-302026-07-14

VOO VANGUARD INDEX FDS9.4K shares-10.99%2026-06-302026-07-14

GEV GE VERNOVA INC5.4K shares0.20%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON24.2K shares-0.04%2026-06-302026-07-14

Sponsored

GLD SPDR GOLD TR16.3K shares-1.30%2026-06-302026-07-14

QQQM INVESCO EXCH TRADED FD TR II19.8K shares77.70%2026-06-302026-07-14

NETFLIX INC. NETFLIX INC.83.3K shares3.31%2026-06-302026-07-14

QQQ INVESCO QQQ TR8.0K shares-14.52%2026-06-302026-07-14

MAR MARRIOTT INTL INC NEW15.7K shares0.06%2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC5.7K shares-45.24%2026-06-302026-07-14

PEP PEPSICO INC42.4K shares-2.34%2026-06-302026-07-14

SERVICENOW INC SERVICENOW INC56.4K shares2.24%2026-06-302026-07-14

Sponsored

YUM YUM BRANDS INC33.4K shares-0.25%2026-06-302026-07-14

INTF ISHARES TR129.1K shares42.60%2026-06-302026-07-14

AFL AFLAC INC44.9K shares-0.15%2026-06-302026-07-14

CVX CHEVRON CORPORATION31.7K shares2.09%2026-06-302026-07-14

TMUS T-MOBILE US INC31.1K shares0.46%2026-06-302026-07-14

INTU INTUIT19.4K shares-10.45%2026-06-302026-07-14

EMGF ISHARES INC67.4K shares119.45%2026-06-302026-07-14

SPDR SERIES TRUST SPDR SERIES TRUST56.0K shares6.45%2026-06-302026-07-14

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC11.6K shares-33.13%2026-06-302026-07-14

MS MORGAN STANLEY22.1K shares-0.78%2026-06-302026-07-14

LIN LINDE PLC8.9K shares0.67%2026-06-302026-07-14

SHEL SHELL PLC58.7K shares-6.66%2026-06-302026-07-14

SPEM SPDR INDEX SHS FDS87.7K shares1.81%2026-06-302026-07-14

NBSD NEUBERGER BERMAN ETF TRUST89.9K shares13.55%2026-06-302026-07-14

IGIB ISHARES TR84.0K shares15.79%2026-06-302026-07-14

PG PROCTER & GAMBLE CO29.9K shares-7.41%2026-06-302026-07-14

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP31.8K shares0.36%2026-06-302026-07-14

LHX L3HARRIS TECHNOLOGIES INC14.8K shares13.30%2026-06-302026-07-14

WELL WELLTOWER INC18.8K shares3.49%2026-06-302026-07-14

C CITIGROUP INC29.7K shares0.81%2026-06-302026-07-14

PLD PROLOGIS INC.29.3K shares3.02%2026-06-302026-07-14

CASY CASEYS GEN STORES INC5.0K shares16.14%2026-06-302026-07-14

CHD CHURCH & DWIGHT CO INC38.9K shares-2.90%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS9.8K shares-8.74%2026-06-302026-07-14

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL15.4K shares29.43%2026-06-302026-07-14

SMMU PIMCO ETF TR67.6K shares17.20%2026-06-302026-07-14

IGSB ISHARES TR64.3K shares4.35%2026-06-302026-07-14

CARR CARRIER GLOBAL CORPORATION44.4K shares-0.22%2026-06-302026-07-14

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.2K shares31.34%2026-06-302026-07-14

BLK BLACKROCK INC3.2K shares-0.06%2026-06-302026-07-14

VV VANGUARD INDEX FDS8.8K shares-1.39%2026-06-302026-07-14

SCHB SCHWAB STRATEGIC TR104.9K shares-0.52%2026-06-302026-07-14

Sponsored

HLT HILTON WORLDWIDE HLDGS INC9.2K shares0.00%2026-06-302026-07-14

ORLY OREILLY AUTOMOTIVE INC32.9K shares4.61%2026-06-302026-07-14

EBAY EBAY INC.26.7K shares-2.70%2026-06-302026-07-14

JAAA JANUS DETROIT STR TR57.4K shares72.07%2026-06-302026-07-14

IQLT ISHARES TR55.0K shares-3.90%2026-06-302026-07-14

FAST FASTENAL CO56.2K shares-0.24%2026-06-302026-07-14

AON AON PLC8.0K shares-65.32%2026-06-302026-07-14

AZO AUTOZONE INC811 shares-1.58%2026-06-302026-07-14

Sponsored

CISCO SYS INC CISCO SYS INC22.0K shares-3.02%2026-06-302026-07-14

DIS DISNEY WALT CO26.7K shares-3.67%2026-06-302026-07-14

MOAT VANECK ETF TRUST24.4K shares-19.05%2026-06-302026-07-14

PSX PHILLIPS 6614.4K shares0.25%2026-06-302026-07-14

QUAL ISHARES TR10.9K shares1.16%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC3.3K shares-10.95%2026-06-302026-07-14

GSLC GOLDMAN SACHS ETF TR15.5K shares-2.87%2026-06-302026-07-14

WFC WELLS FARGO & CO25.6K shares-0.45%2026-06-302026-07-14

Sponsored

MDYG SPDR SERIES TRUST18.6K shares14.45%2026-06-302026-07-14

PBE INVESCO EXCHANGE TRADED FD T23.1K shares-5.13%2026-06-302026-07-14

EEMV ISHARES INC27.3K shares-8.66%2026-06-302026-07-14

AXP AMERICAN EXPRESS CO6.1K shares2.34%2026-06-302026-07-14

FNDX SCHWAB STRATEGIC TR65.0K sharesnew addition2026-06-302026-07-14

COF CAPITAL ONE FINL CORP10.0K shares-38.96%2026-06-302026-07-14

HELO J P MORGAN EXCHANGE TRADED F29.8K shares-12.29%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR10.5K shares3.27%2026-06-302026-07-14

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC56.9K shares-2.98%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC1.7K shares6.78%2026-06-302026-07-14

ELV ELEVANCE HEALTH INC FORMERLY5.0K shares-5.97%2026-06-302026-07-14

MELI MERCADOLIBRE INC1.1K shares76.26%2026-06-302026-07-14

IUSG ISHARES TR10.1K shares5.22%2026-06-302026-07-14

LOW LOWES COS INC8.6K shares-1.03%2026-06-302026-07-14

FTV FORTIVE CORP29.7K shares-1.39%2026-06-302026-07-14

MDLZ MONDELEZ INTL INC30.7K shares-6.98%2026-06-302026-07-14

Sponsored

XLE SELECT SECTOR SPDR TR31.6K shares35.13%2026-06-302026-07-14

AER AERCAP HOLDINGS NV11.4K shares-32.84%2026-06-302026-07-14

IJK ISHARES TR13.8K shares0.58%2026-06-302026-07-14

COP CONOCOPHILLIPS15.5K shares-3.78%2026-06-302026-07-14

QUANTA SVCS INC QUANTA SVCS INC2.2K shares5.84%2026-06-302026-07-14

CME CME GROUP INC7.3K shares-0.87%2026-06-302026-07-14

PAYX PAYCHEX INC16.3K shares-8.57%2026-06-302026-07-14

WORLD GOLD TR WORLD GOLD TR19.0K shares2.02%2026-06-302026-07-14

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC12.2K shares-1.38%2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC12.1K shares15.66%2026-06-302026-07-14

TDG TRANSDIGM GROUP INC1.0K shares0.20%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS4.8K shares-8.55%2026-06-302026-07-14

CAT CATERPILLAR INC1.2K shares-5.24%2026-06-302026-07-14

MUNI PIMCO ETF TR25.2K shares-15.25%2026-06-302026-07-14

OTIS OTIS WORLDWIDE CORP18.3K shares-13.59%2026-06-302026-07-14

SLYG SPDR SERIES TRUST10.9K shares0.82%2026-06-302026-07-14

Sponsored

VLTO VERALTO CORP14.6K shares-2.98%2026-06-302026-07-14

S&P GLOBAL INC S&P GLOBAL INC3.2K shares151.51%2026-06-302026-07-14

KO COCA COLA CO15.5K shares-0.87%2026-06-302026-07-14

ICSH ISHARES TR24.5K shares14.48%2026-06-302026-07-14

VCSH VANGUARD SCOTTSDALE FDS15.4K shares-0.39%2026-06-302026-07-14

GSY INVESCO ACTIVELY MANAGED EXC24.2K shares-0.22%2026-06-302026-07-14

JGRO J P MORGAN EXCHANGE TRADED F12.0K shares-0.14%2026-06-302026-07-14

ITW ILLINOIS TOOL WKS INC4.4K shares-7.42%2026-06-302026-07-14

Sponsored

EEM ISHARES TR17.1K shares-0.73%2026-06-302026-07-14

ACWI ISHARES TR7.1K shares-5.63%2026-06-302026-07-14

CMCSA COMCAST CORP NEW45.5K shares-37.61%2026-06-302026-07-14

SHW SHERWIN WILLIAMS CO3.2K shares-0.98%2026-06-302026-07-14

SPSB SPDR SERIES TRUST36.9K shares1.79%2026-06-302026-07-14

HUM HUMANA INC2.8K shares36.86%2026-06-302026-07-14

ALC ALCON AG16.4K shares-5.39%2026-06-302026-07-14

MRK MERCK & CO INC8.4K shares-0.59%2026-06-302026-07-14

Sponsored

LECO LINCOLN ELEC HLDGS INC4.1K shares0.00%2026-06-302026-07-14

PFE PFIZER INC44.4K shares-7.99%2026-06-302026-07-14

FLRN SPDR SERIES TRUST34.6K shares0.00%2026-06-302026-07-14

SAP SAP SE6.8K shares10.49%2026-06-302026-07-14

IWF ISHARES TR8.4K shares304.41%2026-06-302026-07-14

WDAY WORKDAY INC8.4K shares32.66%2026-06-302026-07-14

CI THE CIGNA GROUP3.7K shares-2.62%2026-06-302026-07-14

BIL SPDR SERIES TRUST10.9K shares-5.37%2026-06-302026-07-14

Sponsored

SGOV ISHARES TR9.8K shares-6.58%2026-06-302026-07-14

IDEQ LAZARD ACTIVE ETF TR28.1K sharesnew addition2026-06-302026-07-14

CL COLGATE PALMOLIVE CO10.5K shares-0.89%2026-06-302026-07-14

SCHM SCHWAB STRATEGIC TR25.9K shares4.00%2026-06-302026-07-14

SUB ISHARES TR8.9K shares49.26%2026-06-302026-07-14

AJG GALLAGHER ARTHUR J & CO4.1K shares61.01%2026-06-302026-07-14

VOYA VOYA FINANCIAL INC10.0K shares-20.36%2026-06-302026-07-14

VUG VANGUARD INDEX FDS10.4K shares499.65%2026-06-302026-07-14

Sponsored

TXN TEXAS INSTRS INC3.0K shares-1.22%2026-06-302026-07-14

TSLA TESLA INC2.1K shares1.01%2026-06-302026-07-14

EUSA ISHARES INC7.7K shares0.00%2026-06-302026-07-14

ADP AUTOMATIC DATA PROCESSING IN3.9K shares-1.76%2026-06-302026-07-14

NMZ NUVEEN MUN HIGH INCOME OPPOR82.2K shares54.96%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2026-06-302026-07-14

MKC MCCORMICK & CO INC16.0K shares-18.76%2026-06-302026-07-14

BAC BANK OF AMER CORP14.1K shares0.88%2026-06-302026-07-14

Sponsored

RSP INVESCO EXCHANGE TRADED FD T3.6K shares2.90%2026-06-302026-07-14

SCHA SCHWAB STRATEGIC TR21.1K shares0.57%2026-06-302026-07-14

ASML ASML HLDG NV365 shares-17.79%2026-06-302026-07-14

LEN LENNAR CORP8.0K shares0.00%2026-06-302026-07-14

3M CO 3M CO4.3K shares-3.45%2026-06-302026-07-14

GILD GILEAD SCIENCES INC5.5K shares-6.03%2026-06-302026-07-14

VEU VANGUARD INTL EQUITY INDEX F8.1K shares-0.02%2026-06-302026-07-14

ZOETIS INC ZOETIS INC9.3K shares-54.17%2026-06-302026-07-14

Sponsored

PIO INVESCO EXCH TRADED FD TR II14.7K shares0.00%2026-06-302026-07-14

VNQ VANGUARD INDEX FDS6.6K shares0.76%2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR23.0K shares4.74%2026-06-302026-07-14

SPYV SPDR SERIES TRUST10.4K shares6.13%2026-06-302026-07-14

EQT EQT CORP11.7K sharesnew addition2026-06-302026-07-14

BMY BRISTOL-MYERS SQUIBB CO10.8K shares-2.71%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS2.6K shares-11.71%2026-06-302026-07-14

IWD ISHARES TR2.5K shares2.29%2026-06-302026-07-14

Sponsored

BDX BECTON DICKINSON & CO3.8K shares-10.05%2026-06-302026-07-14

EFA ISHARES TR5.3K shares-0.47%2026-06-302026-07-14

NVS NOVARTIS AG3.5K shares-1.41%2026-06-302026-07-14

DE DEERE & CO846 shares0.00%2026-06-302026-07-14

CVS CVS HEALTH CORP5.1K shares1.39%2026-06-302026-07-14

EL LAUDER ESTEE COS INC6.7K shares12.33%2026-06-302026-07-14

EQIX EQUINIX INC498 shares3.53%2026-06-302026-07-14

ABIG EA SERIES TRUST14.8K sharesnew addition2026-06-302026-07-14

Sponsored

NKE NIKE INC12.0K shares-33.07%2026-06-302026-07-14

VXUS VANGUARD STAR FDS5.7K shares3.70%2026-06-302026-07-14

AA ALCOA CORP9.3K shares-9.80%2026-06-302026-07-14

VRT VERTIV HOLDINGS CO1.4K shares46.55%2026-06-302026-07-14

XLF SELECT SECTOR SPDR TR8.8K shares0.07%2026-06-302026-07-14

SDY SPDR SERIES TRUST3.0K shares-7.16%2026-06-302026-07-14

BX BLACKSTONE INC3.9K shares-8.37%2026-06-302026-07-14

YUMC YUM CHINA HLDGS INC11.1K shares-2.84%2026-06-302026-07-14

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION3.1K shares2.64%2026-06-302026-07-14

CEF SPROTT ASSET MANAGEMENT LP11.1K shares0.00%2026-06-302026-07-14

PM PHILIP MORRIS INTL INC2.4K shares13.97%2026-06-302026-07-14

CHTR CHARTER COMMUNICATIONS INC3.0K shares69.10%2026-06-302026-07-14

BKNG BOOKING HOLDINGS INC2.4K shares2374.23%2026-06-302026-07-14

GEHC GE HEALTHCARE TECHNOLOGIES I6.6K shares0.00%2026-06-302026-07-14

LMT LOCKHEED MARTIN CORP823 shares-0.96%2026-06-302026-07-14

IJT ISHARES TR2.3K shares0.00%2026-06-302026-07-14

Sponsored

VRTX VERTEX PHARMACEUTICALS INC841 shares0.00%2026-06-302026-07-14

XLI SELECT SECTOR SPDR TR2.2K shares-0.40%2026-06-302026-07-14

SPSM SPDR SERIES TRUST7.1K shares4.36%2026-06-302026-07-14

ING ING GROEP N.V.12.9K shares0.00%2026-06-302026-07-14

EMR EMERSON ELEC CO2.8K shares5.67%2026-06-302026-07-14

NSC NORFOLK SOUTHN CORP1.3K shares3.12%2026-06-302026-07-14

MMC MARSH & MCLENNAN COS INC2.4K sharesnew addition2026-06-302026-07-14

HUBB HUBBELL INC737 shares-3.03%2026-06-302026-07-14

Sponsored

VO VANGUARD INDEX FDS4.8K shares300.00%2026-06-302026-07-14

ABT ABBOTT LABORATORIES4.2K shares-13.74%2026-06-302026-07-14

CSX CSX CORP8.1K shares5.04%2026-06-302026-07-14

VGT VANGUARD WORLD FD3.2K shares700.50%2026-06-302026-07-14

TT TRANE TECHNOLOGIES PLC760 shares0.00%2026-06-302026-07-14

USRT ISHARES TR5.6K shares-4.56%2026-06-302026-07-14

MORN MORNINGSTAR INC2.4K shares-5.39%2026-06-302026-07-14

QCOM QUALCOMM INC2.0K shares-3.64%2026-06-302026-07-14

Sponsored

FBCG FIDELITY COVINGTON TRUST5.8K shares0.00%2026-06-302026-07-14

IYW ISHARES TR1.4K shares0.00%2026-06-302026-07-14

REGN REGENERON PHARMACEUTICALS568 shares0.00%2026-06-302026-07-14

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR7.8K shares5.56%2026-06-302026-07-14

IYF ISHARES TR2.8K shares0.00%2026-06-302026-07-14

MO ALTRIA GROUP INC4.9K sharesnew addition2026-06-302026-07-14

RSPN INVESCO EXCHANGE TRADED FD T5.5K shares10.04%2026-06-302026-07-14

FSS FEDERAL SIGNAL CORP2.7K shares0.00%2026-06-302026-07-14

Sponsored

ETR ENTERGY CORP NEW3.0K shares0.00%2026-06-302026-07-14

IWR ISHARES TR3.1K sharesnew addition2026-06-302026-07-14

DHI D R HORTON INC2.0K shares0.00%2026-06-302026-07-14

PNC PNC FINL SVCS GROUP INC1.3K shares-2.48%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F5.5K shares0.00%2026-06-302026-07-14

DELL DELL TECHNOLOGIES INC759 sharesnew addition2026-06-302026-07-14

RAL RALLIANT CORP4.4K shares-8.61%2026-06-302026-07-14

XLP SELECT SECTOR SPDR TR3.9K shares1.44%2026-06-302026-07-14

Sponsored

SOUTHERN CO SOUTHERN CO3.3K shares0.00%2026-06-302026-07-14

EOG EOG RES INC2.5K shares-0.61%2026-06-302026-07-14

PGR PROGRESSIVE CORP1.5K shares2.53%2026-06-302026-07-14

TD TORONTO DOMINION BK ONT2.6K shares4.04%2026-06-302026-07-14

SHOP SHOPIFY INC2.7K shares0.00%2026-06-302026-07-14

SBUX STARBUCKS CORP3.0K shares-11.73%2026-06-302026-07-14

EPD ENTERPRISE PRODS PARTNERS L8.4K shares0.08%2026-06-302026-07-14

HIG HARTFORD INSURANCE GROUP INC2.3K shares0.00%2026-06-302026-07-14

Sponsored

SOXX ISHARES TR480 sharesnew addition2026-06-302026-07-14

IWP ISHARES TR2.1K shares0.00%2026-06-302026-07-14

DUK DUKE ENERGY CORP NEW2.4K sharesnew addition2026-06-302026-07-14

MCK MCKESSON CORP392 shares0.77%2026-06-302026-07-14

WRB BERKLEY W R CORP4.1K shares-23.64%2026-06-302026-07-14

RAAX VANECK ETF TRUST7.1K sharesnew addition2026-06-302026-07-14

MTB M & T BK CORP1.2K shares4.55%2026-06-302026-07-14

RBC RBC BEARINGS INC425 shares0.00%2026-06-302026-07-14

Sponsored

SCHE SCHWAB STRATEGIC TR7.5K shares3.88%2026-06-302026-07-14

IDEXX LABS INC IDEXX LABS INC515 shares-18.90%2026-06-302026-07-14

WBS WEBSTER FINL CORP3.5K sharesnew addition2026-06-302026-07-14

XLC SELECT SECTOR SPDR TR2.4K shares-14.03%2026-06-302026-07-14

CORTEVA INC CORTEVA INC3.1K shares-0.94%2026-06-302026-07-14

Q QNITY ELECTRONICS INC1.6K sharesnew addition2026-06-302026-07-14

KMB KIMBERLY-CLARK CORP2.4K shares0.00%2026-06-302026-07-14

HCA HCA HEALTHCARE INC662 shares0.00%2026-06-302026-07-14

Sponsored

LBRDK LIBERTY BROADBAND CORP7.7K shares0.00%2026-06-302026-07-14

VTEB VANGUARD MUN BD FDS5.0K sharesnew addition2026-06-302026-07-14

VB VANGUARD INDEX FDS802 shares-2.43%2026-06-302026-07-14

ADOBE INC ADOBE INC1.1K shares0.00%2026-06-302026-07-14

VTV VANGUARD INDEX FDS1.1K shares-8.50%2026-06-302026-07-14

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC973 sharesnew addition2026-06-302026-07-14

WCN WASTE CONNECTIONS INC1.4K shares0.00%2026-06-302026-07-14

CTAS CINTAS CORP1.3K sharesnew addition2026-06-302026-07-14

Sponsored

VZ VERIZON COMMUNICATIONS INC5.4K sharesnew addition2026-06-302026-07-14

LYB LYONDELLBASELL INDUSTRIES NV4.3K shares-49.43%2026-06-302026-07-14

FMNB FARMERS NATIONAL BANC CORP15.4K shares-10.99%2026-06-302026-07-14

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.6K sharesnew addition2026-06-302026-07-14

SPMD SPDR SERIES TRUST3.3K sharesnew addition2026-06-302026-07-14

MDY STATE STR SPDR S&P MIDCAP 40315 shares-3.08%2026-06-302026-07-14

AMERIPRISE FINL INC AMERIPRISE FINL INC478 shares-2.05%2026-06-302026-07-14

AXON AXON ENTERPRISE INC390 sharesnew addition2026-06-302026-07-14

Sponsored

FDX FEDEX CORP695 shares1.91%2026-06-302026-07-14

HACK AMPLIFY ETF TR2.0K sharesnew addition2026-06-302026-07-14

VTRS VIATRIS INC13.2K shares31.50%2026-06-302026-07-14

IWS ISHARES TR1.3K sharesnew addition2026-06-302026-07-14

TROW PRICE T ROWE GROUP INC1.8K sharesnew addition2026-06-302026-07-14

WAT WATERS CORP545 sharesnew addition2026-06-302026-07-14

RRX REGAL REXNORD CORPORATION856 sharesnew addition2026-06-302026-07-14

ANET ARISTA NETWORKS INC1.2K sharesnew addition2026-06-302026-07-14

Sponsored

GLW CORNING INC787 sharesnew addition2026-06-302026-07-14

XLV SELECT SECTOR SPDR TR1.3K sharesnew addition2026-06-302026-07-14

AAPL

APPLE INC

1.57%

Shares330.6K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-5.23%

Shares143.7K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-13.83%

Shares127.9K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

6.13%

Shares604.4K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-13.14%

Shares187.8K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

3.55%

Shares219.2K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-9.54%

Shares122.8K

Event2026-06-30

Filed2026-07-14

LRCX

LAM RESEARCH CORP

-5.55%

Shares96.7K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

1.19%

Shares42.1K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

-18.93%

Shares59.8K

Event2026-06-30

Filed2026-07-14

VISA INC

2.43%

Shares82.6K

Event2026-06-30

Filed2026-07-14

APH

AMPHENOL CORP

0.52%

Shares141.4K

Event2026-06-30

Filed2026-07-14

TMO

THERMO FISHER SCIENTIFIC INC

2.47%

Shares49.0K

Event2026-06-30

Filed2026-07-14

ISHARES TR

34.96%

Shares30.9K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.58%

Shares47.8K

Event2026-06-30

Filed2026-07-14

URI

UNITED RENTALS INC

-0.98%

Shares19.4K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-0.76%

Shares29.2K

Event2026-06-30

Filed2026-07-14

JPST

J P MORGAN EXCHANGE TRADED F

-7.28%

Shares411.7K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

-0.24%

Shares136.4K

Event2026-06-30

Filed2026-07-14

SMLF

ISHARES TR

17.06%

Shares222.2K

Event2026-06-30

Filed2026-07-14

ECL

ECOLAB INC

2.18%

Shares70.2K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

6.54%

Shares55.8K

Event2026-06-30

Filed2026-07-14

DHR

DANAHER CORP DEL

3.48%

Shares91.5K

Event2026-06-30

Filed2026-07-14

PANW

PALO ALTO NETWORKS INC

5.47%

Shares50.2K

Event2026-06-30

Filed2026-07-14

IWB

ISHARES TR

-0.01%

Shares40.6K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

-0.05%

Shares45.8K

Event2026-06-30

Filed2026-07-14

SYK

STRYKER CORPORATION

3.92%

Shares49.8K

Event2026-06-30

Filed2026-07-14

SCHG

SCHWAB STRATEGIC TR

-3.52%

Shares443.6K

Event2026-06-30

Filed2026-07-14

IVW

ISHARES TR

0.09%

Shares108.5K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-0.58%

Shares153.2K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

1.08%

Shares41.7K

Event2026-06-30

Filed2026-07-14

TJX

TJX COS INC NEW

-0.14%

Shares81.4K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

8.24%

Shares107.3K

Event2026-06-30

Filed2026-07-14

EQWL

INVESCO EXCHANGE TRADED FD T

14.64%

Shares90.0K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

11.41%

Shares9.5K

Event2026-06-30

Filed2026-07-14

EAGL

2023 ETF SERIES TRUST

9.07%

Shares347.4K

Event2026-06-30

Filed2026-07-14

CMI

CUMMINS INC

-2.49%

Shares15.6K

Event2026-06-30

Filed2026-07-14

WWD

WOODWARD INC

-8.38%

Shares25.5K

Event2026-06-30

Filed2026-07-14

FTNT

FORTINET INC

-0.19%

Shares68.6K

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB STRATEGIC TR

2.71%

Shares320.7K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

2.09%

Shares122.5K

Event2026-06-30

Filed2026-07-14

UNP

UNION PAC CORP

4.75%

Shares37.0K

Event2026-06-30

Filed2026-07-14

ETN

EATON CORP PLC

7.60%

Shares23.5K

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

5.46%

Shares110.7K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

1.32%

Shares37.4K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

-0.02%

Shares48.8K

Event2026-06-30

Filed2026-07-14

ISRG

INTUITIVE SURGICAL INC

3.35%

Shares23.2K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

-2.62%

Shares62.6K

Event2026-06-30

Filed2026-07-14

SPDW

SPDR INDEX SHS FDS

1.55%

Shares181.5K

Event2026-06-30

Filed2026-07-14

JMST

J P MORGAN EXCHANGE TRADED F

33.13%

Shares165.6K

Event2026-06-30

Filed2026-07-14

SPYG

SPDR SERIES TRUST

53.63%

Shares69.8K

Event2026-06-30

Filed2026-07-14

MINT

PIMCO ETF TR

4.59%

Shares82.2K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

2.72%

Shares14.6K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

0.38%

Shares36.0K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

-0.07%

Shares21.1K

Event2026-06-30

Filed2026-07-14

CSL

CARLISLE COS INC

1.62%

Shares21.7K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

-1.16%

Shares25.8K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

7.17%

Shares19.3K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

0.56%

Shares26.5K

Event2026-06-30

Filed2026-07-14

GWW

WW GRAINGER INC

1.91%

Shares5.2K

Event2026-06-30

Filed2026-07-14

SCHX

SCHWAB STRATEGIC TR

6.42%

Shares229.3K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

-10.99%

Shares9.4K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

0.20%

Shares5.4K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

-0.04%

Shares24.2K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

-1.30%

Shares16.3K

Event2026-06-30

Filed2026-07-14

QQQM

INVESCO EXCH TRADED FD TR II

77.70%

Shares19.8K

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

3.31%

Shares83.3K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

-14.52%

Shares8.0K

Event2026-06-30

Filed2026-07-14

MAR

MARRIOTT INTL INC NEW

0.06%

Shares15.7K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

-45.24%

Shares5.7K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

-2.34%

Shares42.4K

Event2026-06-30

Filed2026-07-14

SERVICENOW INC

2.24%

Shares56.4K

Event2026-06-30

Filed2026-07-14

YUM

YUM BRANDS INC

-0.25%

Shares33.4K

Event2026-06-30

Filed2026-07-14

INTF

ISHARES TR

42.60%

Shares129.1K

Event2026-06-30

Filed2026-07-14

AFL

AFLAC INC

-0.15%

Shares44.9K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

2.09%

Shares31.7K

Event2026-06-30

Filed2026-07-14

TMUS

T-MOBILE US INC

0.46%

Shares31.1K

Event2026-06-30

Filed2026-07-14

INTU

INTUIT

-10.45%

Shares19.4K

Event2026-06-30

Filed2026-07-14

EMGF

ISHARES INC

119.45%

Shares67.4K

Event2026-06-30

Filed2026-07-14

SPDR SERIES TRUST

6.45%

Shares56.0K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

-33.13%

Shares11.6K

Event2026-06-30

Filed2026-07-14

MORGAN STANLEY

-0.78%

Shares22.1K

Event2026-06-30

Filed2026-07-14

LIN

LINDE PLC

0.67%

Shares8.9K

Event2026-06-30

Filed2026-07-14

SHEL

SHELL PLC

-6.66%

Shares58.7K

Event2026-06-30

Filed2026-07-14

SPEM

SPDR INDEX SHS FDS

1.81%

Shares87.7K

Event2026-06-30

Filed2026-07-14

NBSD

NEUBERGER BERMAN ETF TRUST

13.55%

Shares89.9K

Event2026-06-30

Filed2026-07-14

IGIB

ISHARES TR

15.79%

Shares84.0K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

-7.41%

Shares29.9K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

0.36%

Shares31.8K

Event2026-06-30

Filed2026-07-14

LHX

L3HARRIS TECHNOLOGIES INC

13.30%

Shares14.8K

Event2026-06-30

Filed2026-07-14

WELL

WELLTOWER INC

3.49%

Shares18.8K

Event2026-06-30

Filed2026-07-14

CITIGROUP INC

0.81%

Shares29.7K

Event2026-06-30

Filed2026-07-14

PLD

PROLOGIS INC.

3.02%

Shares29.3K

Event2026-06-30

Filed2026-07-14

CASY

CASEYS GEN STORES INC

16.14%

Shares5.0K

Event2026-06-30

Filed2026-07-14

CHD

CHURCH & DWIGHT CO INC

-2.90%

Shares38.9K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-8.74%

Shares9.8K

Event2026-06-30

Filed2026-07-14

WASTE MGMT INC DEL

29.43%

Shares15.4K

Event2026-06-30

Filed2026-07-14

SMMU

PIMCO ETF TR

17.20%

Shares67.6K

Event2026-06-30

Filed2026-07-14

IGSB

ISHARES TR

4.35%

Shares64.3K

Event2026-06-30

Filed2026-07-14

CARR

CARRIER GLOBAL CORPORATION

-0.22%

Shares44.4K

Event2026-06-30

Filed2026-07-14

MASTERCARD INCORPORATED

31.34%

Shares6.2K

Event2026-06-30

Filed2026-07-14

BLK

BLACKROCK INC

-0.06%

Shares3.2K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-1.39%

Shares8.8K

Event2026-06-30

Filed2026-07-14

SCHB

SCHWAB STRATEGIC TR

-0.52%

Shares104.9K

Event2026-06-30

Filed2026-07-14

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-14

ORLY

OREILLY AUTOMOTIVE INC

4.61%

Shares32.9K

Event2026-06-30

Filed2026-07-14

EBAY

EBAY INC.

-2.70%

Shares26.7K

Event2026-06-30

Filed2026-07-14

JAAA

JANUS DETROIT STR TR

72.07%

Shares57.4K

Event2026-06-30

Filed2026-07-14

IQLT

ISHARES TR

-3.90%

Shares55.0K

Event2026-06-30

Filed2026-07-14

FAST

FASTENAL CO

-0.24%

Shares56.2K

Event2026-06-30

Filed2026-07-14

AON

AON PLC

-65.32%

Shares8.0K

Event2026-06-30

Filed2026-07-14

AZO

AUTOZONE INC

-1.58%

Shares811

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

-3.02%

Shares22.0K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

-3.67%

Shares26.7K

Event2026-06-30

Filed2026-07-14

MOAT

VANECK ETF TRUST

-19.05%

Shares24.4K

Event2026-06-30

Filed2026-07-14

PSX

PHILLIPS 66

0.25%

Shares14.4K

Event2026-06-30

Filed2026-07-14

QUAL

ISHARES TR

1.16%

Shares10.9K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

-10.95%

Shares3.3K

Event2026-06-30

Filed2026-07-14

GSLC

GOLDMAN SACHS ETF TR

-2.87%

Shares15.5K

Event2026-06-30

Filed2026-07-14

WFC

WELLS FARGO & CO

-0.45%

Shares25.6K

Event2026-06-30

Filed2026-07-14

MDYG

SPDR SERIES TRUST

14.45%

Shares18.6K

Event2026-06-30

Filed2026-07-14

PBE

INVESCO EXCHANGE TRADED FD T

-5.13%

Shares23.1K

Event2026-06-30

Filed2026-07-14

EEMV

ISHARES INC

-8.66%

Shares27.3K

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

2.34%

Shares6.1K

Event2026-06-30

Filed2026-07-14

FNDX

SCHWAB STRATEGIC TR

New

Shares65.0K

Event2026-06-30

Filed2026-07-14

COF

CAPITAL ONE FINL CORP

-38.96%

Shares10.0K

Event2026-06-30

Filed2026-07-14

HELO

J P MORGAN EXCHANGE TRADED F

-12.29%

Shares29.8K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

3.27%

Shares10.5K

Event2026-06-30

Filed2026-07-14

CMG

CHIPOTLE MEXICAN GRILL INC

-2.98%

Shares56.9K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

6.78%

Shares1.7K

Event2026-06-30

Filed2026-07-14

ELV

ELEVANCE HEALTH INC FORMERLY

-5.97%

Shares5.0K

Event2026-06-30

Filed2026-07-14

MELI

MERCADOLIBRE INC

76.26%

Shares1.1K

Event2026-06-30

Filed2026-07-14

IUSG

ISHARES TR

5.22%

Shares10.1K

Event2026-06-30

Filed2026-07-14

LOW

LOWES COS INC

-1.03%

Shares8.6K

Event2026-06-30

Filed2026-07-14

FTV

FORTIVE CORP

-1.39%

Shares29.7K

Event2026-06-30

Filed2026-07-14

MDLZ

MONDELEZ INTL INC

-6.98%

Shares30.7K

Event2026-06-30

Filed2026-07-14

XLE

SELECT SECTOR SPDR TR

35.13%

Shares31.6K

Event2026-06-30

Filed2026-07-14

AER

AERCAP HOLDINGS NV

-32.84%

Shares11.4K

Event2026-06-30

Filed2026-07-14

IJK

ISHARES TR

0.58%

Shares13.8K

Event2026-06-30

Filed2026-07-14

COP

CONOCOPHILLIPS

-3.78%

Shares15.5K

Event2026-06-30

Filed2026-07-14

QUANTA SVCS INC

5.84%

Shares2.2K

Event2026-06-30

Filed2026-07-14

CME

CME GROUP INC

-0.87%

Shares7.3K

Event2026-06-30

Filed2026-07-14

PAYX

PAYCHEX INC

-8.57%

Shares16.3K

Event2026-06-30

Filed2026-07-14

WORLD GOLD TR

2.02%

Shares19.0K

Event2026-06-30

Filed2026-07-14

APOLLO GLOBAL MGMT INC

-1.38%

Shares12.2K

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

15.66%

Shares12.1K

Event2026-06-30

Filed2026-07-14

TDG

TRANSDIGM GROUP INC

0.20%

Shares1.0K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

-8.55%

Shares4.8K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

-5.24%

Shares1.2K

Event2026-06-30

Filed2026-07-14

MUNI

PIMCO ETF TR

-15.25%

Shares25.2K

Event2026-06-30

Filed2026-07-14

OTIS

OTIS WORLDWIDE CORP

-13.59%

Shares18.3K

Event2026-06-30

Filed2026-07-14

SLYG

SPDR SERIES TRUST

0.82%

Shares10.9K

Event2026-06-30

Filed2026-07-14

VLTO

VERALTO CORP

-2.98%

Shares14.6K

Event2026-06-30

Filed2026-07-14

S&P GLOBAL INC

151.51%

Shares3.2K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

-0.87%

Shares15.5K

Event2026-06-30

Filed2026-07-14

ICSH

ISHARES TR

14.48%

Shares24.5K

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SCOTTSDALE FDS

-0.39%

Shares15.4K

Event2026-06-30

Filed2026-07-14

GSY

INVESCO ACTIVELY MANAGED EXC

-0.22%

Shares24.2K

Event2026-06-30

Filed2026-07-14

JGRO

J P MORGAN EXCHANGE TRADED F

-0.14%

Shares12.0K

Event2026-06-30

Filed2026-07-14

ITW

ILLINOIS TOOL WKS INC

-7.42%

Shares4.4K

Event2026-06-30

Filed2026-07-14

EEM

ISHARES TR

-0.73%

Shares17.1K

Event2026-06-30

Filed2026-07-14

ACWI

ISHARES TR

-5.63%

Shares7.1K

Event2026-06-30

Filed2026-07-14

CMCSA

COMCAST CORP NEW

-37.61%

Shares45.5K

Event2026-06-30

Filed2026-07-14

SHW

SHERWIN WILLIAMS CO

-0.98%

Shares3.2K

Event2026-06-30

Filed2026-07-14

SPSB

SPDR SERIES TRUST

1.79%

Shares36.9K

Event2026-06-30

Filed2026-07-14

HUM

HUMANA INC

36.86%

Shares2.8K

Event2026-06-30

Filed2026-07-14

ALC

ALCON AG

-5.39%

Shares16.4K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

-0.59%

Shares8.4K

Event2026-06-30

Filed2026-07-14

LECO

LINCOLN ELEC HLDGS INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-14

PFE

PFIZER INC

-7.99%

Shares44.4K

Event2026-06-30

Filed2026-07-14

FLRN

SPDR SERIES TRUST

0.00%

Shares34.6K

Event2026-06-30

Filed2026-07-14

SAP

SAP SE

10.49%

Shares6.8K

Event2026-06-30

Filed2026-07-14

IWF

ISHARES TR

304.41%

Shares8.4K

Event2026-06-30

Filed2026-07-14

WDAY

WORKDAY INC

32.66%

Shares8.4K

Event2026-06-30

Filed2026-07-14

THE CIGNA GROUP

-2.62%

Shares3.7K

Event2026-06-30

Filed2026-07-14

BIL

SPDR SERIES TRUST

-5.37%

Shares10.9K

Event2026-06-30

Filed2026-07-14

SGOV

ISHARES TR

-6.58%

Shares9.8K

Event2026-06-30

Filed2026-07-14

IDEQ

LAZARD ACTIVE ETF TR

New

Shares28.1K

Event2026-06-30

Filed2026-07-14

COLGATE PALMOLIVE CO

-0.89%

Shares10.5K

Event2026-06-30

Filed2026-07-14

SCHM

SCHWAB STRATEGIC TR

4.00%

Shares25.9K

Event2026-06-30

Filed2026-07-14

SUB

ISHARES TR

49.26%

Shares8.9K

Event2026-06-30

Filed2026-07-14

AJG

GALLAGHER ARTHUR J & CO

61.01%

Shares4.1K

Event2026-06-30

Filed2026-07-14

VOYA

VOYA FINANCIAL INC

-20.36%

Shares10.0K

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

499.65%

Shares10.4K

Event2026-06-30

Filed2026-07-14

TXN

TEXAS INSTRS INC

-1.22%

Shares3.0K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

1.01%

Shares2.1K

Event2026-06-30

Filed2026-07-14

EUSA

ISHARES INC

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-14

ADP

AUTOMATIC DATA PROCESSING IN

-1.76%

Shares3.9K

Event2026-06-30

Filed2026-07-14

NMZ

NUVEEN MUN HIGH INCOME OPPOR

54.96%

Shares82.2K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-14

MKC

MCCORMICK & CO INC

-18.76%

Shares16.0K

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

0.88%

Shares14.1K

Event2026-06-30

Filed2026-07-14

RSP

INVESCO EXCHANGE TRADED FD T

2.90%

Shares3.6K

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

0.57%

Shares21.1K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

-17.79%

Shares365

Event2026-06-30

Filed2026-07-14

LEN

LENNAR CORP

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-14

3M CO

-3.45%

Shares4.3K

Event2026-06-30

Filed2026-07-14

GILD

GILEAD SCIENCES INC

-6.03%

Shares5.5K

Event2026-06-30

Filed2026-07-14

VEU

VANGUARD INTL EQUITY INDEX F

-0.02%

Shares8.1K

Event2026-06-30

Filed2026-07-14

ZOETIS INC

-54.17%

Shares9.3K

Event2026-06-30

Filed2026-07-14

PIO

INVESCO EXCH TRADED FD TR II

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-14

VNQ

VANGUARD INDEX FDS

0.76%

Shares6.6K

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

4.74%

Shares23.0K

Event2026-06-30

Filed2026-07-14

SPYV

SPDR SERIES TRUST

6.13%

Shares10.4K

Event2026-06-30

Filed2026-07-14

EQT

EQT CORP

New

Shares11.7K

Event2026-06-30

Filed2026-07-14

BMY

BRISTOL-MYERS SQUIBB CO

-2.71%

Shares10.8K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

-11.71%

Shares2.6K

Event2026-06-30

Filed2026-07-14

IWD

ISHARES TR

2.29%

Shares2.5K

Event2026-06-30

Filed2026-07-14

BDX

BECTON DICKINSON & CO

-10.05%

Shares3.8K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

-0.47%

Shares5.3K

Event2026-06-30

Filed2026-07-14

NVS

NOVARTIS AG

-1.41%

Shares3.5K

Event2026-06-30

Filed2026-07-14

DEERE & CO

0.00%

Shares846

Event2026-06-30

Filed2026-07-14

CVS

CVS HEALTH CORP

1.39%

Shares5.1K

Event2026-06-30

Filed2026-07-14

LAUDER ESTEE COS INC

12.33%

Shares6.7K

Event2026-06-30

Filed2026-07-14

EQIX

EQUINIX INC

3.53%

Shares498

Event2026-06-30

Filed2026-07-14

ABIG

EA SERIES TRUST

New

Shares14.8K

Event2026-06-30

Filed2026-07-14

NKE

NIKE INC

-33.07%

Shares12.0K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

3.70%

Shares5.7K

Event2026-06-30

Filed2026-07-14

ALCOA CORP

-9.80%

Shares9.3K

Event2026-06-30

Filed2026-07-14

VRT

VERTIV HOLDINGS CO

46.55%

Shares1.4K

Event2026-06-30

Filed2026-07-14

XLF

SELECT SECTOR SPDR TR

0.07%

Shares8.8K

Event2026-06-30

Filed2026-07-14

SDY

SPDR SERIES TRUST

-7.16%

Shares3.0K

Event2026-06-30

Filed2026-07-14

BLACKSTONE INC

-8.37%

Shares3.9K

Event2026-06-30

Filed2026-07-14

YUMC

YUM CHINA HLDGS INC

-2.84%

Shares11.1K

Event2026-06-30

Filed2026-07-14

JOHNSON CONTROLS INTERNATION

2.64%

Shares3.1K

Event2026-06-30

Filed2026-07-14

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

13.97%

Shares2.4K

Event2026-06-30

Filed2026-07-14

CHTR

CHARTER COMMUNICATIONS INC

69.10%

Shares3.0K

Event2026-06-30

Filed2026-07-14

BKNG

BOOKING HOLDINGS INC

2374.23%

Shares2.4K

Event2026-06-30

Filed2026-07-14

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP

-0.96%

Shares823

Event2026-06-30

Filed2026-07-14

IJT

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-14

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares841

Event2026-06-30

Filed2026-07-14

XLI

SELECT SECTOR SPDR TR

-0.40%

Shares2.2K

Event2026-06-30

Filed2026-07-14

SPSM

SPDR SERIES TRUST

4.36%

Shares7.1K

Event2026-06-30

Filed2026-07-14

ING

ING GROEP N.V.

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-14

EMR

EMERSON ELEC CO

5.67%

Shares2.8K

Event2026-06-30

Filed2026-07-14

NSC

NORFOLK SOUTHN CORP

3.12%

Shares1.3K

Event2026-06-30

Filed2026-07-14

MMC

MARSH & MCLENNAN COS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-14

HUBB

HUBBELL INC

-3.03%

Shares737

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

300.00%

Shares4.8K

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES

-13.74%

Shares4.2K

Event2026-06-30

Filed2026-07-14

CSX

CSX CORP

5.04%

Shares8.1K

Event2026-06-30

Filed2026-07-14

VGT

VANGUARD WORLD FD

700.50%

Shares3.2K

Event2026-06-30

Filed2026-07-14

TRANE TECHNOLOGIES PLC

0.00%

Shares760

Event2026-06-30

Filed2026-07-14

USRT

ISHARES TR

-4.56%

Shares5.6K

Event2026-06-30

Filed2026-07-14

MORN

MORNINGSTAR INC

-5.39%

Shares2.4K

Event2026-06-30

Filed2026-07-14

QCOM

QUALCOMM INC

-3.64%

Shares2.0K

Event2026-06-30

Filed2026-07-14

FBCG

FIDELITY COVINGTON TRUST

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-14

IYW

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares568

Event2026-06-30

Filed2026-07-14

SELECT SECTOR SPDR TR

5.56%

Shares7.8K

Event2026-06-30

Filed2026-07-14

IYF

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-14

ALTRIA GROUP INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-14

RSPN

INVESCO EXCHANGE TRADED FD T

10.04%

Shares5.5K

Event2026-06-30

Filed2026-07-14

FSS

FEDERAL SIGNAL CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-14

ETR

ENTERGY CORP NEW

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

IWR

ISHARES TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-14

DHI

D R HORTON INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

PNC

PNC FINL SVCS GROUP INC

-2.48%

Shares1.3K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-14

DELL

DELL TECHNOLOGIES INC

New

Shares759

Event2026-06-30

Filed2026-07-14

RAL

RALLIANT CORP

-8.61%

Shares4.4K

Event2026-06-30

Filed2026-07-14

XLP

SELECT SECTOR SPDR TR

1.44%

Shares3.9K

Event2026-06-30

Filed2026-07-14

SOUTHERN CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-14

EOG

EOG RES INC

-0.61%

Shares2.5K

Event2026-06-30

Filed2026-07-14

PGR

PROGRESSIVE CORP

2.53%

Shares1.5K

Event2026-06-30

Filed2026-07-14

TORONTO DOMINION BK ONT

4.04%

Shares2.6K

Event2026-06-30

Filed2026-07-14

SHOP

SHOPIFY INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-14

SBUX

STARBUCKS CORP

-11.73%

Shares3.0K

Event2026-06-30

Filed2026-07-14

EPD

ENTERPRISE PRODS PARTNERS L

0.08%

Shares8.4K

Event2026-06-30

Filed2026-07-14

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-14

SOXX

ISHARES TR

New

Shares480

Event2026-06-30

Filed2026-07-14

IWP

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-14

DUK

DUKE ENERGY CORP NEW

New

Shares2.4K

Event2026-06-30

Filed2026-07-14

MCK

MCKESSON CORP

0.77%

Shares392

Event2026-06-30

Filed2026-07-14

WRB

BERKLEY W R CORP

-23.64%

Shares4.1K

Event2026-06-30

Filed2026-07-14

RAAX

VANECK ETF TRUST

New

Shares7.1K

Event2026-06-30

Filed2026-07-14

MTB

M & T BK CORP

4.55%

Shares1.2K

Event2026-06-30

Filed2026-07-14

RBC

RBC BEARINGS INC

0.00%

Shares425

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

3.88%

Shares7.5K

Event2026-06-30

Filed2026-07-14

IDEXX LABS INC

-18.90%

Shares515

Event2026-06-30

Filed2026-07-14

WBS

WEBSTER FINL CORP

New

Shares3.5K

Event2026-06-30

Filed2026-07-14

XLC

SELECT SECTOR SPDR TR

-14.03%

Shares2.4K

Event2026-06-30

Filed2026-07-14

CORTEVA INC

-0.94%

Shares3.1K

Event2026-06-30

Filed2026-07-14

QNITY ELECTRONICS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-14

KMB

KIMBERLY-CLARK CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-14

HCA

HCA HEALTHCARE INC

0.00%

Shares662

Event2026-06-30

Filed2026-07-14

LBRDK

LIBERTY BROADBAND CORP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

New

Shares5.0K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-2.43%

Shares802

Event2026-06-30

Filed2026-07-14

ADOBE INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

-8.50%

Shares1.1K

Event2026-06-30

Filed2026-07-14

JAZZ PHARMACEUTICALS PLC

New

Shares973

Event2026-06-30

Filed2026-07-14

WCN

WASTE CONNECTIONS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

CTAS

CINTAS CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-14

VERIZON COMMUNICATIONS INC

New

Shares5.4K

Event2026-06-30

Filed2026-07-14

LYB

LYONDELLBASELL INDUSTRIES NV

-49.43%

Shares4.3K

Event2026-06-30

Filed2026-07-14

FMNB

FARMERS NATIONAL BANC CORP

-10.99%

Shares15.4K

Event2026-06-30

Filed2026-07-14

DUPONT DE NEMOURS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-14

SPMD

SPDR SERIES TRUST

New

Shares3.3K

Event2026-06-30

Filed2026-07-14

MDY

STATE STR SPDR S&P MIDCAP 40

-3.08%

Shares315

Event2026-06-30

Filed2026-07-14

AMERIPRISE FINL INC

-2.05%

Shares478

Event2026-06-30

Filed2026-07-14

AXON

AXON ENTERPRISE INC

New

Shares390

Event2026-06-30

Filed2026-07-14

FDX

FEDEX CORP

1.91%

Shares695

Event2026-06-30

Filed2026-07-14

HACK

AMPLIFY ETF TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-14

VTRS

VIATRIS INC

31.50%

Shares13.2K

Event2026-06-30

Filed2026-07-14

IWS

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-14

TROW

PRICE T ROWE GROUP INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-14

WAT

WATERS CORP

New

Shares545

Event2026-06-30

Filed2026-07-14

RRX

REGAL REXNORD CORPORATION

New

Shares856

Event2026-06-30

Filed2026-07-14

ANET

ARISTA NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

GLW

CORNING INC

New

Shares787

Event2026-06-30

Filed2026-07-14

XLV

SELECT SECTOR SPDR TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available