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The Analysis of Caldwell Trust Co's Holdings & P&L

Currently, Caldwell Trust Co holds 811 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VO (+94.2K shares, valued at $7.6M), VUG (+31.4K shares, valued at $2.7M), NOBL (+44.4K shares, valued at $2.5M); decreased their positions in VOO (-4.0K shares, valued at $2.7M), NVDA (-12.8K shares, valued at $2.6M), AMGN (-5.0K shares, valued at $1.8M); initiated new positions in N/A (+11.1K shares, valued at $2.5M), N/A (+14.5K shares, valued at $2.0M), NTAP (+4.1K shares, valued at $631.4K).

1M P&L

-11.4M-1.22%

3M P&L

+18.4M+2.04%

HY P&L

+37.6M+4.25%

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/A256.5M

27.2%

2Semiconductors95.9M

10.2%

3Consumer Electronics71.9M

7.6%

Top Industries by Stock Count

1N/A275 stocks

37.1%

2Utilities - Regulated Electric20 stocks

2.7%

3Banks - Regional20 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC248.6K shares-1.03%2026-06-302026-08-03

NVDA NVIDIA CORPORATION311.1K shares-3.94%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T62.4K shares-0.31%2026-06-302026-08-03

GOOGL ALPHABET INC118.2K shares-3.18%2026-06-302026-08-03

AMZN AMAZON COM INC132.9K shares-1.66%2026-06-302026-08-03

MSFT MICROSOFT CORP76.6K shares-0.03%2026-06-302026-08-03

LLY ELI LILLY & CO21.6K shares-0.84%2026-06-302026-08-03

ISHARES TR ISHARES TR31.5K shares4.05%2026-06-302026-08-03

Sponsored

VOO VANGUARD INDEX FDS32.7K shares-10.84%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO66.7K shares0.11%2026-06-302026-08-03

CAT CATERPILLAR INC17.5K shares-4.47%2026-06-302026-08-03

RSP INVESCO EXCHANGE TRADED FD T81.3K shares3.69%2026-06-302026-08-03

HD HOME DEPOT INC46.6K shares-1.61%2026-06-302026-08-03

VANGUARD INDEX FDS VANGUARD INDEX FDS43.8K shares-1.36%2026-06-302026-08-03

IGSB ISHARES TR300.7K shares5.65%2026-06-302026-08-03

ISHARES TR ISHARES TR158.9K shares9.07%2026-06-302026-08-03

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION16.6K shares4.23%2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC173.8K shares-0.93%2026-06-302026-08-03

MDY STATE STR SPDR S&P MIDCAP 4021.6K shares0.04%2026-06-302026-08-03

IJR ISHARES TR101.4K shares3.79%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON56.5K shares-2.75%2026-06-302026-08-03

IJH ISHARES TR183.0K shares6.46%2026-06-302026-08-03

QQQ INVESCO QQQ TR19.1K shares0.19%2026-06-302026-08-03

IGIB ISHARES TR250.1K shares1.75%2026-06-302026-08-03

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED23.9K shares0.55%2026-06-302026-08-03

BLK BLACKROCK INC12.1K shares0.98%2026-06-302026-08-03

WMT WALMART INC101.3K shares-3.17%2026-06-302026-08-03

ISHARES TR ISHARES TR111.5K shares13.77%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFAC22.0K shares2.49%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP76.6K shares28.79%2026-06-302026-08-03

VISA INC VISA INC30.5K shares-3.47%2026-06-302026-08-03

BROADCOM INC BROADCOM INC27.7K shares-0.21%2026-06-302026-08-03

Sponsored

QUANTA SVCS INC QUANTA SVCS INC14.3K shares4.40%2026-06-302026-08-03

VO VANGUARD INDEX FDS126.4K shares292.25%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL20.3K shares-2.89%2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC13.7K shares-2.20%2026-06-302026-08-03

AMGN AMGEN INC26.6K shares-15.96%2026-06-302026-08-03

ANET ARISTA NETWORKS INC56.3K shares8.10%2026-06-302026-08-03

SJNK SPDR SERIES TRUST368.6K shares-1.54%2026-06-302026-08-03

MCD MCDONALDS CORP34.0K shares-0.30%2026-06-302026-08-03

Sponsored

VEA VANGUARD TAX-MANAGED FDS128.8K shares9.62%2026-06-302026-08-03

CVX CHEVRON CORPORATION54.6K shares-1.00%2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC73.1K shares-3.35%2026-06-302026-08-03

PG PROCTER & GAMBLE CO58.2K shares-4.94%2026-06-302026-08-03

MRVL MARVELL TECHNOLOGY INC24.6K shares9.78%2026-06-302026-08-03

ABBVIE INC ABBVIE INC27.1K shares6.10%2026-06-302026-08-03

EMXC ISHARES INC65.4K shares9.66%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS22.7K shares11.47%2026-06-302026-08-03

Sponsored

XLK SELECT SECTOR SPDR TR33.2K shares1.75%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO18.6K shares-0.12%2026-06-302026-08-03

GOOG ALPHABET INC17.1K shares-5.13%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC10.5K shares6.09%2026-06-302026-08-03

UNP UNION PAC CORP21.6K shares-7.28%2026-06-302026-08-03

BX BLACKSTONE INC48.8K shares-2.30%2026-06-302026-08-03

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares-12.50%2026-06-302026-08-03

PANW PALO ALTO NETWORKS INC15.3K shares1.44%2026-06-302026-08-03

Sponsored

NOBL PROSHARES TR89.1K shares99.36%2026-06-302026-08-03

BAC BANK OF AMER CORP87.2K shares2.31%2026-06-302026-08-03

ORACLE CORP ORACLE CORP33.1K shares12.09%2026-06-302026-08-03

MRK MERCK & CO INC35.5K shares-4.02%2026-06-302026-08-03

CMI CUMMINS INC6.3K shares-2.22%2026-06-302026-08-03

KO COCA COLA CO53.4K shares-2.23%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.60.5K shares-1.08%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC23.2K shares-7.00%2026-06-302026-08-03

Sponsored

AMD ADVANCED MICRO DEVICES INC7.1K shares-20.67%2026-06-302026-08-03

DUK DUKE ENERGY CORP NEW32.3K shares-3.21%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION21.4K shares1.28%2026-06-302026-08-03

EMR EMERSON ELEC CO28.3K shares-0.12%2026-06-302026-08-03

GLW CORNING INC15.6K shares-1.68%2026-06-302026-08-03

BSV VANGUARD BD INDEX FDS51.0K shares16.24%2026-06-302026-08-03

TMUS T-MOBILE US INC23.7K shares4.06%2026-06-302026-08-03

MS MORGAN STANLEY18.9K shares1.49%2026-06-302026-08-03

Sponsored

ABT ABBOTT LABORATORIES42.3K shares-11.32%2026-06-302026-08-03

PEP PEPSICO INC28.3K shares-4.37%2026-06-302026-08-03

DIA STATE STR SPDR DOW JONES IND7.2K shares-0.23%2026-06-302026-08-03

URI UNITED RENTALS INC3.3K shares4.85%2026-06-302026-08-03

TJX TJX COS INC NEW22.7K shares36.01%2026-06-302026-08-03

SYK STRYKER CORPORATION10.6K shares-4.43%2026-06-302026-08-03

TT TRANE TECHNOLOGIES PLC6.7K shares7.57%2026-06-302026-08-03

VUG VANGUARD INDEX FDS38.2K shares467.37%2026-06-302026-08-03

Sponsored

LMT LOCKHEED MARTIN CORP6.4K shares8.34%2026-06-302026-08-03

TXN TEXAS INSTRS INC10.8K shares11.09%2026-06-302026-08-03

WRB BERKLEY W R CORP45.2K shares-4.35%2026-06-302026-08-03

PSX PHILLIPS 6618.9K shares1.49%2026-06-302026-08-03

VLO VALERO ENERGY CORP11.9K shares-1.71%2026-06-302026-08-03

VIG VANGUARD SPECIALIZED FUNDS13.0K shares0.17%2026-06-302026-08-03

WASTE MGMT INC DEL WASTE MGMT INC DEL13.8K shares2.73%2026-06-302026-08-03

SOUTHERN CO SOUTHERN CO31.3K shares1.08%2026-06-302026-08-03

Sponsored

SCHD SCHWAB STRATEGIC TR92.7K shares4.70%2026-06-302026-08-03

PH PARKER-HANNIFIN CORP3.0K shares-17.46%2026-06-302026-08-03

IWF ISHARES TR22.6K shares338.09%2026-06-302026-08-03

DGX QUEST DIAGNOSTICS INC13.2K shares2.14%2026-06-302026-08-03

ADI ANALOG DEVICES INC7.0K shares7.36%2026-06-302026-08-03

GPC GENUINE PARTS CO23.2K shares-9.68%2026-06-302026-08-03

SHEL SHELL PLC35.2K shares5.53%2026-06-302026-08-03

AMERIPRISE FINL INC AMERIPRISE FINL INC5.9K shares-0.81%2026-06-302026-08-03

Sponsored

CSX CSX CORP56.3K shares7.06%2026-06-302026-08-03

ED CONSOLIDATED EDISON INC24.0K shares7.37%2026-06-302026-08-03

QCOM QUALCOMM INC14.3K shares-4.58%2026-06-302026-08-03

KLAC KLA CORP8.3K shares905.59%2026-06-302026-08-03

ADP AUTOMATIC DATA PROCESSING IN11.1K shares41.64%2026-06-302026-08-03

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC11.1K sharesnew addition2026-06-302026-08-03

TOL TOLL BROTHERS INC14.9K shares6.52%2026-06-302026-08-03

KIM KIMCO REALTY CORP94.0K shares7.23%2026-06-302026-08-03

Sponsored

3M CO 3M CO14.5K shares-3.98%2026-06-302026-08-03

ALL ALLSTATE CORP9.8K shares-23.33%2026-06-302026-08-03

GE GE AEROSPACE6.1K shares7.62%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC53.1K shares-5.31%2026-06-302026-08-03

MUB ISHARES TR19.8K shares-21.93%2026-06-302026-08-03

WEC WEC ENERGY GROUP INC17.9K shares-0.30%2026-06-302026-08-03

LPLA LPL FINL HLDGS INC7.4K shares-5.17%2026-06-302026-08-03

NIC NICOLET BANKSHARES INC12.6K shares0.00%2026-06-302026-08-03

Sponsored

APD AIR PRODUCTS AND CHEMICALS I7.0K shares0.03%2026-06-302026-08-03

IJJ ISHARES TR13.9K shares0.00%2026-06-302026-08-03

DE DEERE & CO3.1K shares-3.70%2026-06-302026-08-03

INTC INTEL CORP14.1K shares-1.40%2026-06-302026-08-03

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC14.5K sharesnew addition2026-06-302026-08-03

LRCX LAM RESEARCH CORP4.5K shares-6.32%2026-06-302026-08-03

BND VANGUARD BD INDEX FDS25.9K shares-24.12%2026-06-302026-08-03

NSC NORFOLK SOUTHN CORP6.0K shares-3.21%2026-06-302026-08-03

Sponsored

DVY ISHARES TR11.7K shares-1.85%2026-06-302026-08-03

JNK SPDR SERIES TRUST19.0K shares-3.69%2026-06-302026-08-03

VTV VANGUARD INDEX FDS8.4K shares0.19%2026-06-302026-08-03

KR KROGER CO32.3K shares5.22%2026-06-302026-08-03

PAYX PAYCHEX INC18.0K shares-12.55%2026-06-302026-08-03

BMY BRISTOL-MYERS SQUIBB CO30.2K shares-8.93%2026-06-302026-08-03

AON AON PLC5.2K shares0.00%2026-06-302026-08-03

OUSA ALPS ETF TR28.8K shares-1.23%2026-06-302026-08-03

Sponsored

CRM SALESFORCE INC10.7K shares-22.22%2026-06-302026-08-03

SCHW SCHWAB CHARLES CORP17.9K shares-11.83%2026-06-302026-08-03

GEV GE VERNOVA INC1.4K shares29.51%2026-06-302026-08-03

MO ALTRIA GROUP INC22.4K shares-10.37%2026-06-302026-08-03

ASTRAZENECA PLC ASTRAZENECA PLC8.5K shares27.74%2026-06-302026-08-03

ITW ILLINOIS TOOL WKS INC5.9K shares-0.10%2026-06-302026-08-03

GD GENERAL DYNAMICS CORP4.5K shares20.91%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.8K shares-1.83%2026-06-302026-08-03

Sponsored

ECL ECOLAB INC5.6K shares-0.55%2026-06-302026-08-03

WFC WELLS FARGO & CO18.7K shares0.00%2026-06-302026-08-03

SPYG SPDR SERIES TRUST12.6K shares-0.24%2026-06-302026-08-03

FNWD FINWARD BANCORP40.4K shares0.00%2026-06-302026-08-03

CHD CHURCH & DWIGHT CO INC15.3K shares0.00%2026-06-302026-08-03

AZO AUTOZONE INC453 shares0.00%2026-06-302026-08-03

PRU PRUDENTIAL FINL INC13.0K shares-3.43%2026-06-302026-08-03

CL COLGATE PALMOLIVE CO15.2K shares0.00%2026-06-302026-08-03

Sponsored

MCK MCKESSON CORP1.8K shares-4.56%2026-06-302026-08-03

IWM ISHARES TR4.6K shares2.22%2026-06-302026-08-03

HLT HILTON WORLDWIDE HLDGS INC4.2K shares23.83%2026-06-302026-08-03

CEG CONSTELLATION ENERGY CORP5.5K shares-9.06%2026-06-302026-08-03

QSR RESTAURANT BRANDS INTL INC18.6K shares20.01%2026-06-302026-08-03

BUD ANHEUSER BUSCH INBEV SA NV16.2K shares26.49%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC1.3K shares-1.61%2026-06-302026-08-03

LIN LINDE PLC2.5K shares-4.50%2026-06-302026-08-03

Sponsored

SRE SEMPRA14.0K shares610.56%2026-06-302026-08-03

UPS UNITED PARCEL SVCS INC12.0K shares-0.17%2026-06-302026-08-03

BIV VANGUARD BD INDEX FDS16.4K shares-15.22%2026-06-302026-08-03

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.3K shares-15.35%2026-06-302026-08-03

LHX L3HARRIS TECHNOLOGIES INC4.1K shares14.33%2026-06-302026-08-03

NOC NORTHROP GRUMMAN CORP2.3K shares-3.87%2026-06-302026-08-03

B BARRICK MNG CORP31.5K shares18.78%2026-06-302026-08-03

HDV ISHARES TR42.1K shares400.00%2026-06-302026-08-03

Sponsored

COP CONOCOPHILLIPS11.1K shares1.29%2026-06-302026-08-03

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V4.1K shares-2.17%2026-06-302026-08-03

NUE NUCOR CORP5.0K shares0.00%2026-06-302026-08-03

WORLD GOLD TR WORLD GOLD TR13.9K shares13.78%2026-06-302026-08-03

PFE PFIZER INC44.1K shares-1.88%2026-06-302026-08-03

VB VANGUARD INDEX FDS3.5K shares1.28%2026-06-302026-08-03

SHW SHERWIN WILLIAMS CO3.0K shares2.15%2026-06-302026-08-03

T AT&T INC49.1K shares27.10%2026-06-302026-08-03

Sponsored

S&P GLOBAL INC S&P GLOBAL INC2.5K shares69.75%2026-06-302026-08-03

CARR CARRIER GLOBAL CORPORATION13.2K shares-2.33%2026-06-302026-08-03

VXF VANGUARD INDEX FDS3.8K shares1.99%2026-06-302026-08-03

MSI MOTOROLA SOLUTIONS INC2.3K shares-0.26%2026-06-302026-08-03

DOV DOVER CORP4.2K shares2369.23%2026-06-302026-08-03

ORLY OREILLY AUTOMOTIVE INC10.1K shares-37.79%2026-06-302026-08-03

VBR VANGUARD INDEX FDS3.8K shares5.23%2026-06-302026-08-03

DEXCOM INC DEXCOM INC13.5K shares211.79%2026-06-302026-08-03

Sponsored

DHR DANAHER CORP DEL4.8K shares5.96%2026-06-302026-08-03

EFA ISHARES TR8.7K shares2.27%2026-06-302026-08-03

DIS DISNEY WALT CO9.2K shares-21.88%2026-06-302026-08-03

APH AMPHENOL CORP4.9K shares3.19%2026-06-302026-08-03

IWR ISHARES TR7.5K shares0.00%2026-06-302026-08-03

ISRG INTUITIVE SURGICAL INC2.0K shares-8.56%2026-06-302026-08-03

ASML ASML HLDG NV407 shares0.49%2026-06-302026-08-03

PFF ISHARES TR26.3K shares-2.33%2026-06-302026-08-03

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC11.7K shares-22.02%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC680 shares94.29%2026-06-302026-08-03

VWO VANGUARD INTL EQUITY INDEX F13.0K shares14.72%2026-06-302026-08-03

VXUS VANGUARD STAR FDS9.0K shares4.36%2026-06-302026-08-03

TMO THERMO FISHER SCIENTIFIC INC1.5K shares-9.99%2026-06-302026-08-03

PKG PACKAGING CORP AMER3.2K shares-3.25%2026-06-302026-08-03

SNOWFLAKE INC SNOWFLAKE INC3.0K shares81.05%2026-06-302026-08-03

SPYV SPDR SERIES TRUST12.5K shares-8.23%2026-06-302026-08-03

Sponsored

LOW LOWES COS INC3.4K shares0.47%2026-06-302026-08-03

NVG NUVEEN AMT FREE MUN CR INC F58.0K shares-4.92%2026-06-302026-08-03

CBOE CBOE GLOBAL MKTS INC3.0K shares0.00%2026-06-302026-08-03

VGT VANGUARD WORLD FD6.1K shares708.00%2026-06-302026-08-03

ITA ISHARES TR3.0K shares7.20%2026-06-302026-08-03

SYY SYSCO CORP8.5K shares-36.86%2026-06-302026-08-03

VCSH VANGUARD SCOTTSDALE FDS9.0K shares-1.25%2026-06-302026-08-03

VNQ VANGUARD INDEX FDS7.4K shares-7.38%2026-06-302026-08-03

Sponsored

EA ELECTRONIC ARTS INC3.4K shares-13.79%2026-06-302026-08-03

EXC EXELON CORP14.8K shares-1.74%2026-06-302026-08-03

VYM VANGUARD WHITEHALL FDS4.3K shares-7.46%2026-06-302026-08-03

VTEB VANGUARD MUN BD FDS13.5K shares8.01%2026-06-302026-08-03

XLF SELECT SECTOR SPDR TR12.6K shares-1.68%2026-06-302026-08-03

IWN ISHARES TR3.0K shares0.00%2026-06-302026-08-03

MAR MARRIOTT INTL INC NEW1.8K shares-9.73%2026-06-302026-08-03

PNC PNC FINL SVCS GROUP INC2.7K shares-12.59%2026-06-302026-08-03

Sponsored

XLV SELECT SECTOR SPDR TR4.1K shares-7.16%2026-06-302026-08-03

J JACOBS SOLUTIONS INC5.2K shares-14.32%2026-06-302026-08-03

KMB KIMBERLY-CLARK CORP5.8K shares-14.75%2026-06-302026-08-03

FTNT FORTINET INC4.2K shares0.00%2026-06-302026-08-03

NTAP NETAPP INC4.1K sharesnew addition2026-06-302026-08-03

ETN EATON CORP PLC1.5K shares9.07%2026-06-302026-08-03

YUM YUM BRANDS INC3.7K shares-19.45%2026-06-302026-08-03

GWW WW GRAINGER INC438 shares107.58%2026-06-302026-08-03

Sponsored

MMC MARSH & MCLENNAN COS INC3.5K shares0.00%2026-06-302026-08-03

VBK VANGUARD INDEX FDS1.6K shares0.00%2026-06-302026-08-03

OKE ONEOK INC NEW6.6K shares62.16%2026-06-302026-08-03

GLD SPDR GOLD TR1.6K shares-33.20%2026-06-302026-08-03

Q QNITY ELECTRONICS INC3.5K shares-18.75%2026-06-302026-08-03

XLC SELECT SECTOR SPDR TR5.3K shares0.00%2026-06-302026-08-03

MDLZ MONDELEZ INTL INC9.7K shares-0.35%2026-06-302026-08-03

FAST FASTENAL CO11.6K shares-6.49%2026-06-302026-08-03

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.6.0K shares-21.39%2026-06-302026-08-03

PEG PUBLIC SVC ENTERPRISE GROUP6.7K shares0.20%2026-06-302026-08-03

CIBR FIRST TR EXCHANGE-TRADED FD6.0K shares-3.74%2026-06-302026-08-03

AEP AMERICAN ELEC PWR CO INC3.9K shares-1.99%2026-06-302026-08-03

BAB INVESCO EXCH TRADED FD TR II19.4K shares3.63%2026-06-302026-08-03

TIP ISHARES TR4.7K shares0.13%2026-06-302026-08-03

AMT AMERICAN TOWER CORP3.1K shares-5.31%2026-06-302026-08-03

SPSM SPDR SERIES TRUST8.9K shares0.00%2026-06-302026-08-03

Sponsored

MPC MARATHON PETE CORP2.0K shares-1.29%2026-06-302026-08-03

DKS DICKS SPORTING GOODS INC2.2K shares-34.90%2026-06-302026-08-03

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.0K shares-23.67%2026-06-302026-08-03

EPD ENTERPRISE PRODS PARTNERS L13.3K shares76.03%2026-06-302026-08-03

IVW ISHARES TR3.5K shares10.76%2026-06-302026-08-03

VTIP VANGUARD MALVERN FDS9.6K shares-9.18%2026-06-302026-08-03

MEDTRONIC PLC MEDTRONIC PLC6.2K shares-10.01%2026-06-302026-08-03

XLE SELECT SECTOR SPDR TR9.0K shares2.28%2026-06-302026-08-03

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IWP ISHARES TR3.2K shares0.00%2026-06-302026-08-03

CI THE CIGNA GROUP1.7K shares0.00%2026-06-302026-08-03

BDX BECTON DICKINSON & CO3.1K shares-10.15%2026-06-302026-08-03

AFL AFLAC INC4.0K shares0.00%2026-06-302026-08-03

ROK ROCKWELL AUTOMATION INC917 shares0.00%2026-06-302026-08-03

VOT VANGUARD INDEX FDS1.5K shares9.27%2026-06-302026-08-03

HCA HCA HEALTHCARE INC1.1K shares-4.17%2026-06-302026-08-03

ICE INTERCONTINENTAL EXCHANGE IN3.6K shares-0.55%2026-06-302026-08-03

Sponsored

XLB SELECT SECTOR SPDR TR8.7K shares-1.14%2026-06-302026-08-03

TRGP TARGA RES CORP1.6K shares-1.39%2026-06-302026-08-03

COF CAPITAL ONE FINL CORP2.1K shares-61.93%2026-06-302026-08-03

VHT VANGUARD WORLD FD1.4K shares7.75%2026-06-302026-08-03

TBLL INVESCO EXCH TRADED FD TR II3.9K shares0.00%2026-06-302026-08-03

LQD ISHARES TR3.7K shares3.47%2026-06-302026-08-03

VGIT VANGUARD SCOTTSDALE FDS6.7K shares4.49%2026-06-302026-08-03

VEU VANGUARD INTL EQUITY INDEX F4.7K shares-3.30%2026-06-302026-08-03

Sponsored

TFC TRUIST FINL CORP7.8K shares7.70%2026-06-302026-08-03

RQI COHEN & STEERS QUALITY INCOM31.3K shares-1.57%2026-06-302026-08-03

DFUV DIMENSIONAL ETF TRUST6.8K shares-4.50%2026-06-302026-08-03

DASH DOORDASH INC2.0K shares27.53%2026-06-302026-08-03

HYD VANECK ETF TRUST7.1K shares-20.03%2026-06-302026-08-03

DLR DIGITAL RLTY TR INC2.0K shares-5.49%2026-06-302026-08-03

DFUS DIMENSIONAL ETF TRUST4.5K shares-12.17%2026-06-302026-08-03

TSLA TESLA INC864 shares-34.25%2026-06-302026-08-03

Sponsored

VOE VANGUARD INDEX FDS1.8K shares23.30%2026-06-302026-08-03

ENB ENBRIDGE INC6.6K shares1.54%2026-06-302026-08-03

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.1K shares-7.06%2026-06-302026-08-03

NYT NEW YORK TIMES CO MTN BE5.1K shares71.63%2026-06-302026-08-03

SCHM SCHWAB STRATEGIC TR9.6K shares0.00%2026-06-302026-08-03

IHI ISHARES TR6.9K shares-12.83%2026-06-302026-08-03

PFM INVESCO EXCHANGE TRADED FD T6.1K shares0.00%2026-06-302026-08-03

NVS NOVARTIS AG2.2K shares-6.19%2026-06-302026-08-03

Sponsored

EMN EASTMAN CHEM CO5.0K shares0.10%2026-06-302026-08-03

QDF FLEXSHARES TR3.7K shares61.05%2026-06-302026-08-03

UBER UBER TECHNOLOGIES INC4.5K shares20.39%2026-06-302026-08-03

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.2K shares0.00%2026-06-302026-08-03

ADOBE INC ADOBE INC1.6K shares-35.65%2026-06-302026-08-03

CORTEVA INC CORTEVA INC3.7K shares-0.05%2026-06-302026-08-03

EXPD EXPEDITORS INTL WASH INC1.9K shares0.00%2026-06-302026-08-03

GM GENERAL MTRS CO4.1K shares0.00%2026-06-302026-08-03

Sponsored

EOG EOG RES INC2.4K shares-5.74%2026-06-302026-08-03

XLI SELECT SECTOR SPDR TR1.7K shares6.49%2026-06-302026-08-03

MKC MCCORMICK & CO INC6.1K shares-1.61%2026-06-302026-08-03

BP BP PLC8.3K shares0.24%2026-06-302026-08-03

HYG ISHARES TR3.8K shares0.00%2026-06-302026-08-03

RY ROYAL BK CDA1.4K shares-0.89%2026-06-302026-08-03

SNPS SYNOPSYS INC669 shares0.00%2026-06-302026-08-03

CTAS CINTAS CORP1.7K shares0.00%2026-06-302026-08-03

Sponsored

SBUX STARBUCKS CORP2.8K shares0.00%2026-06-302026-08-03

C CITIGROUP INC2.0K shares-24.14%2026-06-302026-08-03

HSY HERSHEY CO1.6K shares0.00%2026-06-302026-08-03

ONB OLD NATL BANCORP IND10.7K shares0.00%2026-06-302026-08-03

SDY SPDR SERIES TRUST1.8K shares-8.61%2026-06-302026-08-03

HOOD ROBINHOOD MKTS INC2.7K sharesnew addition2026-06-302026-08-03

OXY OCCIDENTAL PETE CORP5.6K shares-1.75%2026-06-302026-08-03

MCO MOODYS CORP600 shares0.00%2026-06-302026-08-03

Sponsored

UL UNILEVER PLC4.5K shares-19.02%2026-06-302026-08-03

SPBO SPDR SERIES TRUST9.3K shares0.00%2026-06-302026-08-03

EQT EQT CORP5.0K shares0.00%2026-06-302026-08-03

BMO BANK MONTREAL MEDIUM1.5K shares0.00%2026-06-302026-08-03

DNP DNP SELECT INCOME FD INC24.4K shares0.00%2026-06-302026-08-03

GEHC GE HEALTHCARE TECHNOLOGIES I4.1K shares-33.91%2026-06-302026-08-03

IBB ISHARES TR1.4K shares0.00%2026-06-302026-08-03

XLRE SELECT SECTOR SPDR TR5.9K shares-0.30%2026-06-302026-08-03

Sponsored

NRG NRG ENERGY INC1.7K shares0.00%2026-06-302026-08-03

FITB FIFTH THIRD BANCORP4.5K shares-16.92%2026-06-302026-08-03

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.5K shares-2.65%2026-06-302026-08-03

HUM HUMANA INC621 shares0.00%2026-06-302026-08-03

DFAS DIMENSIONAL ETF TRUST3.0K shares-5.12%2026-06-302026-08-03

DFAT DIMENSIONAL ETF TRUST3.5K shares-3.74%2026-06-302026-08-03

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC315 shares10.53%2026-06-302026-08-03

AJG GALLAGHER ARTHUR J & CO1.0K shares-31.41%2026-06-302026-08-03

Sponsored

COKE COCA COLA CONS INC1.3K shares0.00%2026-06-302026-08-03

SPHD INVESCO EXCH TRADED FD TR II4.6K shares0.00%2026-06-302026-08-03

IVE ISHARES TR1.0K shares45.43%2026-06-302026-08-03

ROP ROPER TECHNOLOGIES INC675 shares-64.11%2026-06-302026-08-03

MQY BLACKROCK MUNIYILD QULT FD I19.5K shares0.00%2026-06-302026-08-03

STM STMICROELECTRONICS N V3.0K shares0.00%2026-06-302026-08-03

VPU VANGUARD WORLD FD1.1K shares28.36%2026-06-302026-08-03

DFIV DIMENSIONAL ETF TRUST4.1K shares-19.42%2026-06-302026-08-03

Sponsored

DES WISDOMTREE TR5.5K shares0.00%2026-06-302026-08-03

INTU INTUIT853 shares-3.07%2026-06-302026-08-03

ETR ENTERGY CORP NEW1.9K shares0.00%2026-06-302026-08-03

GRMN GARMIN LTD908 shares-11.24%2026-06-302026-08-03

MET METLIFE INC2.5K shares-1.80%2026-06-302026-08-03

FIS FIDELITY NATL INFORMATION SV5.4K shares-61.73%2026-06-302026-08-03

XLY SELECT SECTOR SPDR TR1.8K shares4.45%2026-06-302026-08-03

DELL DELL TECHNOLOGIES INC480 shares41.18%2026-06-302026-08-03

Sponsored

AVY AVERY DENNISON CORP1.3K shares0.00%2026-06-302026-08-03

SPIB SPDR SERIES TRUST6.1K shares2.78%2026-06-302026-08-03

HBAN HUNTINGTON BANCSHARES INC11.2K shares0.00%2026-06-302026-08-03

QUAL ISHARES TR908 shares12.80%2026-06-302026-08-03

FI FISERV INC3.9K shares-12.15%2026-06-302026-08-03

ROAD CONSTRUCTION PARTNERS INC1.6K shares0.00%2026-06-302026-08-03

VTR VENTAS INC2.1K shares0.00%2026-06-302026-08-03

BA BOEING CO858 shares-8.04%2026-06-302026-08-03

Sponsored

TGT TARGET CORP1.4K shares0.57%2026-06-302026-08-03

AXON AXON ENTERPRISE INC331 shares-48.68%2026-06-302026-08-03

IYW ISHARES TR733 shares0.00%2026-06-302026-08-03

OTIS OTIS WORLDWIDE CORP2.6K shares-7.39%2026-06-302026-08-03

RFG INVESCO EXCHANGE TRADED FD T2.9K shares0.00%2026-06-302026-08-03

IYH ISHARES TR2.7K shares0.00%2026-06-302026-08-03

AVB AVALONBAY CMNTYS INC965 shares-36.47%2026-06-302026-08-03

IWD ISHARES TR735 shares105.31%2026-06-302026-08-03

Sponsored

SAM BOSTON BEER INC1.0K shares0.00%2026-06-302026-08-03

LEN LENNAR CORP1.9K shares0.00%2026-06-302026-08-03

SHOP SHOPIFY INC1.5K shares0.00%2026-06-302026-08-03

DSI ISHARES TR1.2K shares0.00%2026-06-302026-08-03

FDX FEDEX CORP543 shares35.75%2026-06-302026-08-03

TDTT FLEXSHARES TR6.8K shares-8.42%2026-06-302026-08-03

TLT ISHARES TR1.9K shares-71.93%2026-06-302026-08-03

RJF RAYMOND JAMES FINL INC1.1K shares-15.14%2026-06-302026-08-03

Sponsored

IAU ISHARES GOLD TR2.1K shares0.00%2026-06-302026-08-03

MBB ISHARES TR1.7K shares0.00%2026-06-302026-08-03

BSX BOSTON SCIENTIFIC CORP3.8K shares-62.25%2026-06-302026-08-03

USB US BANCORP2.6K shares47.65%2026-06-302026-08-03

GILD GILEAD SCIENCES INC1.2K shares11.99%2026-06-302026-08-03

IEMG ISHARES INC1.9K shares0.00%2026-06-302026-08-03

BK BANK OF NY MELLON CORP1.1K shares-6.61%2026-06-302026-08-03

HOMB HOME BANCSHARES INC5.1K shares0.00%2026-06-302026-08-03

Sponsored

HAL HALLIBURTON CO4.3K shares48.60%2026-06-302026-08-03

SLV ISHARES SILVER TR2.7K shares-15.58%2026-06-302026-08-03

TRU TRANSUNION2.0K shares0.00%2026-06-302026-08-03

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP454 shares-32.14%2026-06-302026-08-03

XLP SELECT SECTOR SPDR TR1.7K shares0.00%2026-06-302026-08-03

VV VANGUARD INDEX FDS406 shares0.00%2026-06-302026-08-03

CDW CDW CORP990 shares0.00%2026-06-302026-08-03

SCHA SCHWAB STRATEGIC TR3.8K shares4.08%2026-06-302026-08-03

Sponsored

IDEV ISHARES TR1.5K shares0.00%2026-06-302026-08-03

BALL BALL CORP2.2K shares0.00%2026-06-302026-08-03

SPG SIMON PPTY GROUP INC NEW615 shares4000.00%2026-06-302026-08-03

NKE NIKE INC3.3K shares-35.22%2026-06-302026-08-03

ADSK AUTODESK INC704 shares0.00%2026-06-302026-08-03

BR BROADRIDGE FINL SOLUTIONS IN993 shares967.74%2026-06-302026-08-03

EEM ISHARES TR1.9K shares0.00%2026-06-302026-08-03

IP INTERNATIONAL PAPER CO3.4K shares-38.41%2026-06-302026-08-03

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN600 shares0.00%2026-06-302026-08-03

MNST MONSTER BEVERAGE CORP NEW1.4K shares0.00%2026-06-302026-08-03

BLV VANGUARD BD INDEX FDS1.9K shares0.00%2026-06-302026-08-03

WY WEYERHAEUSER CO5.3K shares-22.22%2026-06-302026-08-03

VCR VANGUARD WORLD FD320 shares0.00%2026-06-302026-08-03

CMF ISHARES TR2.1K shares0.00%2026-06-302026-08-03

SUSA ISHARES TR800 shares0.00%2026-06-302026-08-03

CF CF INDUSTRIES HOLD1.1K shares69.67%2026-06-302026-08-03

Sponsored

CSL CARLISLE COS INC337 shares0.00%2026-06-302026-08-03

GNR SPDR INDEX SHS FDS1.8K shares0.00%2026-06-302026-08-03

LNT ALLIANT ENERGY CORP1.6K shares0.00%2026-06-302026-08-03

COHR COHERENT CORP300 sharesnew addition2026-06-302026-08-03

PLD PROLOGIS INC.873 shares-16.46%2026-06-302026-08-03

DTE DTE ENERGY CO776 shares-54.03%2026-06-302026-08-03

TROW PRICE T ROWE GROUP INC1.0K shares-48.25%2026-06-302026-08-03

CTRE CARETRUST REIT INC2.8K sharesnew addition2026-06-302026-08-03

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC950 shares137.50%2026-06-302026-08-03

CMCSA COMCAST CORP NEW4.5K shares-14.92%2026-06-302026-08-03

TTE TOTALENERGIES SE1.4K shares-25.78%2026-06-302026-08-03

KMI KINDER MORGAN INC DEL3.4K shares48.91%2026-06-302026-08-03

MPLX MPLX LP1.9K shares204.72%2026-06-302026-08-03

ELV ELEVANCE HEALTH INC FORMERLY280 shares0.00%2026-06-302026-08-03

VANECK ETF TRUST VANECK ETF TRUST1.4K shares9.62%2026-06-302026-08-03

ESGV VANGUARD WORLD FD805 shares0.00%2026-06-302026-08-03

Sponsored

USMV ISHARES TR1.1K shares0.00%2026-06-302026-08-03

SNY SANOFI SA2.5K shares-6.64%2026-06-302026-08-03

PHYS SPROTT ASSET MANAGEMENT LP3.5K shares-50.00%2026-06-302026-08-03

VGSH VANGUARD SCOTTSDALE FDS1.8K shares-34.16%2026-06-302026-08-03

O REALTY INCOME CORP1.7K shares0.00%2026-06-302026-08-03

SHY ISHARES TR1.2K shares0.00%2026-06-302026-08-03

BEN FRANKLIN RESOURCES INC3.0K shares0.00%2026-06-302026-08-03

APA CORPORATION APA CORPORATION3.0K sharesnew addition2026-06-302026-08-03

Sponsored

FIX COMFORT SYS USA INC50 shares400.00%2026-06-302026-08-03

FTEC FIDELITY COVINGTON TRUST346 shares0.00%2026-06-302026-08-03

SON SONOCO PRODS CO1.7K shares-20.90%2026-06-302026-08-03

MHD BLACKROCK MUNIHOLDINGS FD IN8.2K shares0.00%2026-06-302026-08-03

GOVT ISHARES TR4.2K shares0.00%2026-06-302026-08-03

PEY INVESCO EXCHANGE TRADED FD T4.1K shares0.00%2026-06-302026-08-03

HCI HCI GROUP INC544 shares0.00%2026-06-302026-08-03

XBI SPDR SERIES TRUST600 shares-9.09%2026-06-302026-08-03

Sponsored

FLRN SPDR SERIES TRUST3.1K shares0.00%2026-06-302026-08-03

WOR WORTHINGTON ENTERPRISES INC1.8K shares0.00%2026-06-302026-08-03

HPQ HP INC4.3K shares-36.16%2026-06-302026-08-03

AOK ISHARES TR2.3K shares0.00%2026-06-302026-08-03

KRYS KRYSTAL BIOTECH INC250 shares0.00%2026-06-302026-08-03

CRS CARPENTER TECHNOLOGY CORP150 sharesnew addition2026-06-302026-08-03

HYMB SPDR SERIES TRUST3.6K shares-61.30%2026-06-302026-08-03

BF.B BROWN FORMAN CORP3.5K shares-36.66%2026-06-302026-08-03

Sponsored

IVZ INVESCO LTD3.5K shares0.00%2026-06-302026-08-03

ITT ITT INC460 shares0.00%2026-06-302026-08-03

ASTS AST SPACEMOBILE INC1.0K shares0.00%2026-06-302026-08-03

CIEN CIENA CORP180 sharesnew addition2026-06-302026-08-03

HIG HARTFORD INSURANCE GROUP INC661 shares-42.12%2026-06-302026-08-03

NFRA FLEXSHARES TR1.3K shares19.80%2026-06-302026-08-03

VIS VANGUARD WORLD FD237 shares74.26%2026-06-302026-08-03

PPL CORP PPL CORP2.3K shares-3.04%2026-06-302026-08-03

Sponsored

WMB WILLIAMS COS INC1.1K shares0.00%2026-06-302026-08-03

IBIT ISHARES BITCOIN TRUST ETF2.5K shares0.00%2026-06-302026-08-03

CMS CMS ENERGY CORP1.1K shares0.00%2026-06-302026-08-03

BIIB BIOGEN INC383 shares0.00%2026-06-302026-08-03

MTZ MASTEC INC198 shares17.86%2026-06-302026-08-03

WELL WELLTOWER INC361 shares0.00%2026-06-302026-08-03

ACLC AMERICAN CENTY ETF TR974 shares0.00%2026-06-302026-08-03

DOW DOW HLDGS INC3.0K shares-1.65%2026-06-302026-08-03

Sponsored

SCHF SCHWAB STRATEGIC TR2.9K shares0.00%2026-06-302026-08-03

NEM NEWMONT CORP865 shares-27.55%2026-06-302026-08-03

OGE OGE ENERGY CORP1.7K shares1.35%2026-06-302026-08-03

CHUBB LIMITED CHUBB LIMITED233 shares20.10%2026-06-302026-08-03

SCHV SCHWAB STRATEGIC TR2.2K shares0.00%2026-06-302026-08-03

SOLS SOLSTICE ADVANCED MATLS INC874 shares-28.01%2026-06-302026-08-03

SATS ECHOSTAR CORP750 sharesnew addition2026-06-302026-08-03

NEA NUVEEN AMT FREE QLTY MUN INC6.5K shares0.00%2026-06-302026-08-03

Sponsored

ULTA BEAUTY INC ULTA BEAUTY INC166 shares0.00%2026-06-302026-08-03

FE FIRSTENERGY CORP1.5K shares100.00%2026-06-302026-08-03

WAT WATERS CORP188 shares-29.06%2026-06-302026-08-03

F FORD MTR CO5.0K shares97.32%2026-06-302026-08-03

RS RELIANCE INC186 shares0.00%2026-06-302026-08-03

ESG FLEXSHARES TR395 shares0.00%2026-06-302026-08-03

IWB ISHARES TR168 shares0.00%2026-06-302026-08-03

ARTY ISHARES TR900 shares12.50%2026-06-302026-08-03

Sponsored

CCJ CAMECO CORP672 shares-50.00%2026-06-302026-08-03

AWK AMERICAN WTR WKS CO INC NEW518 shares0.00%2026-06-302026-08-03

VRT VERTIV HOLDINGS CO200 shares100.00%2026-06-302026-08-03

NTRS NORTHERN TR CORP381 shares0.00%2026-06-302026-08-03

EXG EATON VANCE TAX-MANAGED GLOB6.7K shares0.00%2026-06-302026-08-03

SMH VANECK ETF TRUST100 sharesnew addition2026-06-302026-08-03

LNG CHENIERE ENERGY INC274 shares0.00%2026-06-302026-08-03

FREEPORT MCMORAN INC FREEPORT MCMORAN INC1.0K shares0.00%2026-06-302026-08-03

Sponsored

ARW ARROW ELECTRS INC300 shares-40.00%2026-06-302026-08-03

CMG CHIPOTLE MEXICAN GRILL INC1.9K shares-49.73%2026-06-302026-08-03

DBEF DBX ETF TR1.2K shares0.00%2026-06-302026-08-03

STRL STERLING INFRASTRUCTURE INC75 sharesnew addition2026-06-302026-08-03

TD TORONTO DOMINION BK ONT515 shares-5.50%2026-06-302026-08-03

SOUTHSTATE BK CORP SOUTHSTATE BK CORP621 shares0.00%2026-06-302026-08-03

SERVICENOW INC SERVICENOW INC614 shares-65.66%2026-06-302026-08-03

SBCF SEACOAST BKG CORP FLA1.8K shares0.00%2026-06-302026-08-03

Sponsored

XYZ BLOCK INC800 shares0.00%2026-06-302026-08-03

MLM MARTIN MARIETTA MATLS INC105 shares0.00%2026-06-302026-08-03

CLX CLOROX CO DEL633 shares-0.31%2026-06-302026-08-03

FBIN FORTUNE BRANDS INNOVATIONS I1.1K shares0.00%2026-06-302026-08-03

SJM SMUCKER J M CO525 shares0.00%2026-06-302026-08-03

ZBRA ZEBRA TECHNOLOGIES CORPORATI224 shares0.00%2026-06-302026-08-03

IRT INDEPENDENCE RLTY TR INC3.5K shares0.00%2026-06-302026-08-03

BRO BROWN & BROWN INC895 shares-19.59%2026-06-302026-08-03

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KTOS KRATOS DEFENSE & SEC SOLUTIO1.1K shares12.75%2026-06-302026-08-03

GUNR FLEXSHARES TR1.2K shares69.24%2026-06-302026-08-03

FRME FIRST MERCHANTS CORP1.3K shares0.00%2026-06-302026-08-03

CAH CARDINAL HEALTH INC237 shares-45.64%2026-06-302026-08-03

INGR INGREDION INC587 shares-21.84%2026-06-302026-08-03

USFR WISDOMTREE TR1.1K sharesnew addition2026-06-302026-08-03

BHP BHP BILLITON LIMITED655 shares-0.76%2026-06-302026-08-03

DEO DIAGEO PLC676 shares-16.34%2026-06-302026-08-03

Sponsored

NDAQ NASDAQ INC687 shares0.00%2026-06-302026-08-03

CVS CVS HEALTH CORP517 shares-10.86%2026-06-302026-08-03

VCIT VANGUARD SCOTTSDALE FDS644 shares12.59%2026-06-302026-08-03

IJT ISHARES TR296 shares17.00%2026-06-302026-08-03

ASH ASHLAND INC794 shares-20.04%2026-06-302026-08-03

WFC-PL WELLS FARGO & CO45 shares0.00%2026-06-302026-08-03

IJS ISHARES TR376 shares23.28%2026-06-302026-08-03

OSK OSHKOSH CORP334 shares0.00%2026-06-302026-08-03

Sponsored

RWR SPDR SERIES TRUST450 shares0.00%2026-06-302026-08-03

AMCOR PLC AMCOR PLC1.2K shares0.00%2026-06-302026-08-03

ADM ARCHER DANIELS MIDLAND CO647 shares0.00%2026-06-302026-08-03

PSA PUBLIC STORAGE155 shares-40.38%2026-06-302026-08-03

AAPL

APPLE INC

-1.03%

Shares248.6K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

-3.94%

Shares311.1K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

-0.31%

Shares62.4K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-3.18%

Shares118.2K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-1.66%

Shares132.9K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-0.03%

Shares76.6K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

-0.84%

Shares21.6K

Event2026-06-30

Filed2026-08-03

ISHARES TR

4.05%

Shares31.5K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

-10.84%

Shares32.7K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

0.11%

Shares66.7K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

-4.47%

Shares17.5K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO EXCHANGE TRADED FD T

3.69%

Shares81.3K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

-1.61%

Shares46.6K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

-1.36%

Shares43.8K

Event2026-06-30

Filed2026-08-03

IGSB

ISHARES TR

5.65%

Shares300.7K

Event2026-06-30

Filed2026-08-03

ISHARES TR

9.07%

Shares158.9K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

4.23%

Shares16.6K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

-0.93%

Shares173.8K

Event2026-06-30

Filed2026-08-03

MDY

STATE STR SPDR S&P MIDCAP 40

0.04%

Shares21.6K

Event2026-06-30

Filed2026-08-03

IJR

ISHARES TR

3.79%

Shares101.4K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

-2.75%

Shares56.5K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

6.46%

Shares183.0K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

0.19%

Shares19.1K

Event2026-06-30

Filed2026-08-03

IGIB

ISHARES TR

1.75%

Shares250.1K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

0.55%

Shares23.9K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

0.98%

Shares12.1K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

-3.17%

Shares101.3K

Event2026-06-30

Filed2026-08-03

ISHARES TR

13.77%

Shares111.5K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.49%

Shares22.0K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

28.79%

Shares76.6K

Event2026-06-30

Filed2026-08-03

VISA INC

-3.47%

Shares30.5K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

-0.21%

Shares27.7K

Event2026-06-30

Filed2026-08-03

QUANTA SVCS INC

4.40%

Shares14.3K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

292.25%

Shares126.4K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.89%

Shares20.3K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

-2.20%

Shares13.7K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

-15.96%

Shares26.6K

Event2026-06-30

Filed2026-08-03

ANET

ARISTA NETWORKS INC

8.10%

Shares56.3K

Event2026-06-30

Filed2026-08-03

SJNK

SPDR SERIES TRUST

-1.54%

Shares368.6K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

-0.30%

Shares34.0K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

9.62%

Shares128.8K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

-1.00%

Shares54.6K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

-3.35%

Shares73.1K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

-4.94%

Shares58.2K

Event2026-06-30

Filed2026-08-03

MRVL

MARVELL TECHNOLOGY INC

9.78%

Shares24.6K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

6.10%

Shares27.1K

Event2026-06-30

Filed2026-08-03

EMXC

ISHARES INC

9.66%

Shares65.4K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

11.47%

Shares22.7K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

1.75%

Shares33.2K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

-0.12%

Shares18.6K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

-5.13%

Shares17.1K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

6.09%

Shares10.5K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP

-7.28%

Shares21.6K

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC

-2.30%

Shares48.8K

Event2026-06-30

Filed2026-08-03

BRK.A

BERKSHIRE HATHAWAY INC DEL

-12.50%

Shares7

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC

1.44%

Shares15.3K

Event2026-06-30

Filed2026-08-03

NOBL

PROSHARES TR

99.36%

Shares89.1K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

2.31%

Shares87.2K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

12.09%

Shares33.1K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

-4.02%

Shares35.5K

Event2026-06-30

Filed2026-08-03

CMI

CUMMINS INC

-2.22%

Shares6.3K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

-2.23%

Shares53.4K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

-1.08%

Shares60.5K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

-7.00%

Shares23.2K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

-20.67%

Shares7.1K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW

-3.21%

Shares32.3K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

1.28%

Shares21.4K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO

-0.12%

Shares28.3K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

-1.68%

Shares15.6K

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

16.24%

Shares51.0K

Event2026-06-30

Filed2026-08-03

TMUS

T-MOBILE US INC

4.06%

Shares23.7K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

1.49%

Shares18.9K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

-11.32%

Shares42.3K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

-4.37%

Shares28.3K

Event2026-06-30

Filed2026-08-03

DIA

STATE STR SPDR DOW JONES IND

-0.23%

Shares7.2K

Event2026-06-30

Filed2026-08-03

URI

UNITED RENTALS INC

4.85%

Shares3.3K

Event2026-06-30

Filed2026-08-03

TJX

TJX COS INC NEW

36.01%

Shares22.7K

Event2026-06-30

Filed2026-08-03

SYK

STRYKER CORPORATION

-4.43%

Shares10.6K

Event2026-06-30

Filed2026-08-03

TRANE TECHNOLOGIES PLC

7.57%

Shares6.7K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

467.37%

Shares38.2K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP

8.34%

Shares6.4K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

11.09%

Shares10.8K

Event2026-06-30

Filed2026-08-03

WRB

BERKLEY W R CORP

-4.35%

Shares45.2K

Event2026-06-30

Filed2026-08-03

PSX

PHILLIPS 66

1.49%

Shares18.9K

Event2026-06-30

Filed2026-08-03

VLO

VALERO ENERGY CORP

-1.71%

Shares11.9K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

0.17%

Shares13.0K

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL

2.73%

Shares13.8K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

1.08%

Shares31.3K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

4.70%

Shares92.7K

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP

-17.46%

Shares3.0K

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

338.09%

Shares22.6K

Event2026-06-30

Filed2026-08-03

DGX

QUEST DIAGNOSTICS INC

2.14%

Shares13.2K

Event2026-06-30

Filed2026-08-03

ADI

ANALOG DEVICES INC

7.36%

Shares7.0K

Event2026-06-30

Filed2026-08-03

GPC

GENUINE PARTS CO

-9.68%

Shares23.2K

Event2026-06-30

Filed2026-08-03

SHEL

SHELL PLC

5.53%

Shares35.2K

Event2026-06-30

Filed2026-08-03

AMERIPRISE FINL INC

-0.81%

Shares5.9K

Event2026-06-30

Filed2026-08-03

CSX

CSX CORP

7.06%

Shares56.3K

Event2026-06-30

Filed2026-08-03

CONSOLIDATED EDISON INC

7.37%

Shares24.0K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

-4.58%

Shares14.3K

Event2026-06-30

Filed2026-08-03

KLAC

KLA CORP

905.59%

Shares8.3K

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING IN

41.64%

Shares11.1K

Event2026-06-30

Filed2026-08-03

HONEYWELL AEROSPACE INC

New

Shares11.1K

Event2026-06-30

Filed2026-08-03

TOL

TOLL BROTHERS INC

6.52%

Shares14.9K

Event2026-06-30

Filed2026-08-03

KIM

KIMCO REALTY CORP

7.23%

Shares94.0K

Event2026-06-30

Filed2026-08-03

3M CO

-3.98%

Shares14.5K

Event2026-06-30

Filed2026-08-03

ALL

ALLSTATE CORP

-23.33%

Shares9.8K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

7.62%

Shares6.1K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

-5.31%

Shares53.1K

Event2026-06-30

Filed2026-08-03

MUB

ISHARES TR

-21.93%

Shares19.8K

Event2026-06-30

Filed2026-08-03

WEC

WEC ENERGY GROUP INC

-0.30%

Shares17.9K

Event2026-06-30

Filed2026-08-03

LPLA

LPL FINL HLDGS INC

-5.17%

Shares7.4K

Event2026-06-30

Filed2026-08-03

NIC

NICOLET BANKSHARES INC

0.00%

Shares12.6K

Event2026-06-30

Filed2026-08-03

APD

AIR PRODUCTS AND CHEMICALS I

0.03%

Shares7.0K

Event2026-06-30

Filed2026-08-03

IJJ

ISHARES TR

0.00%

Shares13.9K

Event2026-06-30

Filed2026-08-03

DEERE & CO

-3.70%

Shares3.1K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

-1.40%

Shares14.1K

Event2026-06-30

Filed2026-08-03

DUPONT DE NEMOURS INC

New

Shares14.5K

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

-6.32%

Shares4.5K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD BD INDEX FDS

-24.12%

Shares25.9K

Event2026-06-30

Filed2026-08-03

NSC

NORFOLK SOUTHN CORP

-3.21%

Shares6.0K

Event2026-06-30

Filed2026-08-03

DVY

ISHARES TR

-1.85%

Shares11.7K

Event2026-06-30

Filed2026-08-03

JNK

SPDR SERIES TRUST

-3.69%

Shares19.0K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

0.19%

Shares8.4K

Event2026-06-30

Filed2026-08-03

KROGER CO

5.22%

Shares32.3K

Event2026-06-30

Filed2026-08-03

PAYX

PAYCHEX INC

-12.55%

Shares18.0K

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO

-8.93%

Shares30.2K

Event2026-06-30

Filed2026-08-03

AON

AON PLC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-03

OUSA

ALPS ETF TR

-1.23%

Shares28.8K

Event2026-06-30

Filed2026-08-03

CRM

SALESFORCE INC

-22.22%

Shares10.7K

Event2026-06-30

Filed2026-08-03

SCHW

SCHWAB CHARLES CORP

-11.83%

Shares17.9K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

29.51%

Shares1.4K

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC

-10.37%

Shares22.4K

Event2026-06-30

Filed2026-08-03

ASTRAZENECA PLC

27.74%

Shares8.5K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WKS INC

-0.10%

Shares5.9K

Event2026-06-30

Filed2026-08-03

GENERAL DYNAMICS CORP

20.91%

Shares4.5K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

-1.83%

Shares3.8K

Event2026-06-30

Filed2026-08-03

ECL

ECOLAB INC

-0.55%

Shares5.6K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

0.00%

Shares18.7K

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SERIES TRUST

-0.24%

Shares12.6K

Event2026-06-30

Filed2026-08-03

FNWD

FINWARD BANCORP

0.00%

Shares40.4K

Event2026-06-30

Filed2026-08-03

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares15.3K

Event2026-06-30

Filed2026-08-03

AZO

AUTOZONE INC

0.00%

Shares453

Event2026-06-30

Filed2026-08-03

PRU

PRUDENTIAL FINL INC

-3.43%

Shares13.0K

Event2026-06-30

Filed2026-08-03

COLGATE PALMOLIVE CO

0.00%

Shares15.2K

Event2026-06-30

Filed2026-08-03

MCK

MCKESSON CORP

-4.56%

Shares1.8K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

2.22%

Shares4.6K

Event2026-06-30

Filed2026-08-03

HLT

HILTON WORLDWIDE HLDGS INC

23.83%

Shares4.2K

Event2026-06-30

Filed2026-08-03

CEG

CONSTELLATION ENERGY CORP

-9.06%

Shares5.5K

Event2026-06-30

Filed2026-08-03

QSR

RESTAURANT BRANDS INTL INC

20.01%

Shares18.6K

Event2026-06-30

Filed2026-08-03

BUD

ANHEUSER BUSCH INBEV SA NV

26.49%

Shares16.2K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

-1.61%

Shares1.3K

Event2026-06-30

Filed2026-08-03

LIN

LINDE PLC

-4.50%

Shares2.5K

Event2026-06-30

Filed2026-08-03

SRE

SEMPRA

610.56%

Shares14.0K

Event2026-06-30

Filed2026-08-03

UPS

UNITED PARCEL SVCS INC

-0.17%

Shares12.0K

Event2026-06-30

Filed2026-08-03

BIV

VANGUARD BD INDEX FDS

-15.22%

Shares16.4K

Event2026-06-30

Filed2026-08-03

SEAGATE TECHNOLOGY HLDNGS PL

-15.35%

Shares1.3K

Event2026-06-30

Filed2026-08-03

LHX

L3HARRIS TECHNOLOGIES INC

14.33%

Shares4.1K

Event2026-06-30

Filed2026-08-03

NOC

NORTHROP GRUMMAN CORP

-3.87%

Shares2.3K

Event2026-06-30

Filed2026-08-03

BARRICK MNG CORP

18.78%

Shares31.5K

Event2026-06-30

Filed2026-08-03

HDV

ISHARES TR

400.00%

Shares42.1K

Event2026-06-30

Filed2026-08-03

COP

CONOCOPHILLIPS

1.29%

Shares11.1K

Event2026-06-30

Filed2026-08-03

NXP SEMICONDUCTORS N V

-2.17%

Shares4.1K

Event2026-06-30

Filed2026-08-03

NUE

NUCOR CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-03

WORLD GOLD TR

13.78%

Shares13.9K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

-1.88%

Shares44.1K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

1.28%

Shares3.5K

Event2026-06-30

Filed2026-08-03

SHW

SHERWIN WILLIAMS CO

2.15%

Shares3.0K

Event2026-06-30

Filed2026-08-03

AT&T INC

27.10%

Shares49.1K

Event2026-06-30

Filed2026-08-03

S&P GLOBAL INC

69.75%

Shares2.5K

Event2026-06-30

Filed2026-08-03

CARR

CARRIER GLOBAL CORPORATION

-2.33%

Shares13.2K

Event2026-06-30

Filed2026-08-03

VXF

VANGUARD INDEX FDS

1.99%

Shares3.8K

Event2026-06-30

Filed2026-08-03

MSI

MOTOROLA SOLUTIONS INC

-0.26%

Shares2.3K

Event2026-06-30

Filed2026-08-03

DOV

DOVER CORP

2369.23%

Shares4.2K

Event2026-06-30

Filed2026-08-03

ORLY

OREILLY AUTOMOTIVE INC

-37.79%

Shares10.1K

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD INDEX FDS

5.23%

Shares3.8K

Event2026-06-30

Filed2026-08-03

DEXCOM INC

211.79%

Shares13.5K

Event2026-06-30

Filed2026-08-03

DHR

DANAHER CORP DEL

5.96%

Shares4.8K

Event2026-06-30

Filed2026-08-03

EFA

ISHARES TR

2.27%

Shares8.7K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

-21.88%

Shares9.2K

Event2026-06-30

Filed2026-08-03

APH

AMPHENOL CORP

3.19%

Shares4.9K

Event2026-06-30

Filed2026-08-03

IWR

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-03

ISRG

INTUITIVE SURGICAL INC

-8.56%

Shares2.0K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

0.49%

Shares407

Event2026-06-30

Filed2026-08-03

PFF

ISHARES TR

-2.33%

Shares26.3K

Event2026-06-30

Filed2026-08-03

DOMINION ENERGY INC

-22.02%

Shares11.7K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

94.29%

Shares680

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

14.72%

Shares13.0K

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD STAR FDS

4.36%

Shares9.0K

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC

-9.99%

Shares1.5K

Event2026-06-30

Filed2026-08-03

PKG

PACKAGING CORP AMER

-3.25%

Shares3.2K

Event2026-06-30

Filed2026-08-03

SNOWFLAKE INC

81.05%

Shares3.0K

Event2026-06-30

Filed2026-08-03

SPYV

SPDR SERIES TRUST

-8.23%

Shares12.5K

Event2026-06-30

Filed2026-08-03

LOW

LOWES COS INC

0.47%

Shares3.4K

Event2026-06-30

Filed2026-08-03

NVG

NUVEEN AMT FREE MUN CR INC F

-4.92%

Shares58.0K

Event2026-06-30

Filed2026-08-03

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD WORLD FD

708.00%

Shares6.1K

Event2026-06-30

Filed2026-08-03

ITA

ISHARES TR

7.20%

Shares3.0K

Event2026-06-30

Filed2026-08-03

SYY

SYSCO CORP

-36.86%

Shares8.5K

Event2026-06-30

Filed2026-08-03

VCSH

VANGUARD SCOTTSDALE FDS

-1.25%

Shares9.0K

Event2026-06-30

Filed2026-08-03

VNQ

VANGUARD INDEX FDS

-7.38%

Shares7.4K

Event2026-06-30

Filed2026-08-03

ELECTRONIC ARTS INC

-13.79%

Shares3.4K

Event2026-06-30

Filed2026-08-03

EXC

EXELON CORP

-1.74%

Shares14.8K

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

-7.46%

Shares4.3K

Event2026-06-30

Filed2026-08-03

VTEB

VANGUARD MUN BD FDS

8.01%

Shares13.5K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

-1.68%

Shares12.6K

Event2026-06-30

Filed2026-08-03

IWN

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

MAR

MARRIOTT INTL INC NEW

-9.73%

Shares1.8K

Event2026-06-30

Filed2026-08-03

PNC

PNC FINL SVCS GROUP INC

-12.59%

Shares2.7K

Event2026-06-30

Filed2026-08-03

XLV

SELECT SECTOR SPDR TR

-7.16%

Shares4.1K

Event2026-06-30

Filed2026-08-03

JACOBS SOLUTIONS INC

-14.32%

Shares5.2K

Event2026-06-30

Filed2026-08-03

KMB

KIMBERLY-CLARK CORP

-14.75%

Shares5.8K

Event2026-06-30

Filed2026-08-03

FTNT

FORTINET INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-03

NTAP

NETAPP INC

New

Shares4.1K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

9.07%

Shares1.5K

Event2026-06-30

Filed2026-08-03

YUM

YUM BRANDS INC

-19.45%

Shares3.7K

Event2026-06-30

Filed2026-08-03

GWW

WW GRAINGER INC

107.58%

Shares438

Event2026-06-30

Filed2026-08-03

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

VBK

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

OKE

ONEOK INC NEW

62.16%

Shares6.6K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

-33.20%

Shares1.6K

Event2026-06-30

Filed2026-08-03

QNITY ELECTRONICS INC

-18.75%

Shares3.5K

Event2026-06-30

Filed2026-08-03

XLC

SELECT SECTOR SPDR TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-03

MDLZ

MONDELEZ INTL INC

-0.35%

Shares9.7K

Event2026-06-30

Filed2026-08-03

FAST

FASTENAL CO

-6.49%

Shares11.6K

Event2026-06-30

Filed2026-08-03

MICROCHIP TECHNOLOGY INC.

-21.39%

Shares6.0K

Event2026-06-30

Filed2026-08-03

PEG

PUBLIC SVC ENTERPRISE GROUP

0.20%

Shares6.7K

Event2026-06-30

Filed2026-08-03

CIBR

FIRST TR EXCHANGE-TRADED FD

-3.74%

Shares6.0K

Event2026-06-30

Filed2026-08-03

AEP

AMERICAN ELEC PWR CO INC

-1.99%

Shares3.9K

Event2026-06-30

Filed2026-08-03

BAB

INVESCO EXCH TRADED FD TR II

3.63%

Shares19.4K

Event2026-06-30

Filed2026-08-03

TIP

ISHARES TR

0.13%

Shares4.7K

Event2026-06-30

Filed2026-08-03

AMT

AMERICAN TOWER CORP

-5.31%

Shares3.1K

Event2026-06-30

Filed2026-08-03

SPSM

SPDR SERIES TRUST

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-03

MPC

MARATHON PETE CORP

-1.29%

Shares2.0K

Event2026-06-30

Filed2026-08-03

DKS

DICKS SPORTING GOODS INC

-34.90%

Shares2.2K

Event2026-06-30

Filed2026-08-03

ACCENTURE PLC IRELAND

-23.67%

Shares4.0K

Event2026-06-30

Filed2026-08-03

EPD

ENTERPRISE PRODS PARTNERS L

76.03%

Shares13.3K

Event2026-06-30

Filed2026-08-03

IVW

ISHARES TR

10.76%

Shares3.5K

Event2026-06-30

Filed2026-08-03

VTIP

VANGUARD MALVERN FDS

-9.18%

Shares9.6K

Event2026-06-30

Filed2026-08-03

MEDTRONIC PLC

-10.01%

Shares6.2K

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

2.28%

Shares9.0K

Event2026-06-30

Filed2026-08-03

IWP

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-03

THE CIGNA GROUP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

BDX

BECTON DICKINSON & CO

-10.15%

Shares3.1K

Event2026-06-30

Filed2026-08-03

AFL

AFLAC INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-03

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares917

Event2026-06-30

Filed2026-08-03

VOT

VANGUARD INDEX FDS

9.27%

Shares1.5K

Event2026-06-30

Filed2026-08-03

HCA

HCA HEALTHCARE INC

-4.17%

Shares1.1K

Event2026-06-30

Filed2026-08-03

ICE

INTERCONTINENTAL EXCHANGE IN

-0.55%

Shares3.6K

Event2026-06-30

Filed2026-08-03

XLB

SELECT SECTOR SPDR TR

-1.14%

Shares8.7K

Event2026-06-30

Filed2026-08-03

TRGP

TARGA RES CORP

-1.39%

Shares1.6K

Event2026-06-30

Filed2026-08-03

COF

CAPITAL ONE FINL CORP

-61.93%

Shares2.1K

Event2026-06-30

Filed2026-08-03

VHT

VANGUARD WORLD FD

7.75%

Shares1.4K

Event2026-06-30

Filed2026-08-03

TBLL

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-03

LQD

ISHARES TR

3.47%

Shares3.7K

Event2026-06-30

Filed2026-08-03

VGIT

VANGUARD SCOTTSDALE FDS

4.49%

Shares6.7K

Event2026-06-30

Filed2026-08-03

VEU

VANGUARD INTL EQUITY INDEX F

-3.30%

Shares4.7K

Event2026-06-30

Filed2026-08-03

TFC

TRUIST FINL CORP

7.70%

Shares7.8K

Event2026-06-30

Filed2026-08-03

RQI

COHEN & STEERS QUALITY INCOM

-1.57%

Shares31.3K

Event2026-06-30

Filed2026-08-03

DFUV

DIMENSIONAL ETF TRUST

-4.50%

Shares6.8K

Event2026-06-30

Filed2026-08-03

DASH

DOORDASH INC

27.53%

Shares2.0K

Event2026-06-30

Filed2026-08-03

HYD

VANECK ETF TRUST

-20.03%

Shares7.1K

Event2026-06-30

Filed2026-08-03

DLR

DIGITAL RLTY TR INC

-5.49%

Shares2.0K

Event2026-06-30

Filed2026-08-03

DFUS

DIMENSIONAL ETF TRUST

-12.17%

Shares4.5K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

-34.25%

Shares864

Event2026-06-30

Filed2026-08-03

VOE

VANGUARD INDEX FDS

23.30%

Shares1.8K

Event2026-06-30

Filed2026-08-03

ENB

ENBRIDGE INC

1.54%

Shares6.6K

Event2026-06-30

Filed2026-08-03

TRAVELERS COMPANIES INC

-7.06%

Shares1.1K

Event2026-06-30

Filed2026-08-03

NYT

NEW YORK TIMES CO MTN BE

71.63%

Shares5.1K

Event2026-06-30

Filed2026-08-03

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-03

IHI

ISHARES TR

-12.83%

Shares6.9K

Event2026-06-30

Filed2026-08-03

PFM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-03

NVS

NOVARTIS AG

-6.19%

Shares2.2K

Event2026-06-30

Filed2026-08-03

EMN

EASTMAN CHEM CO

0.10%

Shares5.0K

Event2026-06-30

Filed2026-08-03

QDF

FLEXSHARES TR

61.05%

Shares3.7K

Event2026-06-30

Filed2026-08-03

UBER

UBER TECHNOLOGIES INC

20.39%

Shares4.5K

Event2026-06-30

Filed2026-08-03

JOHNSON CONTROLS INTERNATION

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-03

ADOBE INC

-35.65%

Shares1.6K

Event2026-06-30

Filed2026-08-03

CORTEVA INC

-0.05%

Shares3.7K

Event2026-06-30

Filed2026-08-03

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

GENERAL MTRS CO

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-03

EOG

EOG RES INC

-5.74%

Shares2.4K

Event2026-06-30

Filed2026-08-03

XLI

SELECT SECTOR SPDR TR

6.49%

Shares1.7K

Event2026-06-30

Filed2026-08-03

MKC

MCCORMICK & CO INC

-1.61%

Shares6.1K

Event2026-06-30

Filed2026-08-03

BP PLC

0.24%

Shares8.3K

Event2026-06-30

Filed2026-08-03

HYG

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-03

ROYAL BK CDA

-0.89%

Shares1.4K

Event2026-06-30

Filed2026-08-03

SNPS

SYNOPSYS INC

0.00%

Shares669

Event2026-06-30

Filed2026-08-03

CTAS

CINTAS CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-03

CITIGROUP INC

-24.14%

Shares2.0K

Event2026-06-30

Filed2026-08-03

HSY

HERSHEY CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

ONB

OLD NATL BANCORP IND

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-03

SDY

SPDR SERIES TRUST

-8.61%

Shares1.8K

Event2026-06-30

Filed2026-08-03

HOOD

ROBINHOOD MKTS INC

New

Shares2.7K

Event2026-06-30

Filed2026-08-03

OXY

OCCIDENTAL PETE CORP

-1.75%

Shares5.6K

Event2026-06-30

Filed2026-08-03

MCO

MOODYS CORP

0.00%

Shares600

Event2026-06-30

Filed2026-08-03

UNILEVER PLC

-19.02%

Shares4.5K

Event2026-06-30

Filed2026-08-03

SPBO

SPDR SERIES TRUST

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-03

EQT

EQT CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-03

BMO

BANK MONTREAL MEDIUM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

DNP

DNP SELECT INCOME FD INC

0.00%

Shares24.4K

Event2026-06-30

Filed2026-08-03

GEHC

GE HEALTHCARE TECHNOLOGIES I

-33.91%

Shares4.1K

Event2026-06-30

Filed2026-08-03

IBB

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

XLRE

SELECT SECTOR SPDR TR

-0.30%

Shares5.9K

Event2026-06-30

Filed2026-08-03

NRG

NRG ENERGY INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

FITB

FIFTH THIRD BANCORP

-16.92%

Shares4.5K

Event2026-06-30

Filed2026-08-03

SELECT SECTOR SPDR TR

-2.65%

Shares5.5K

Event2026-06-30

Filed2026-08-03

HUM

HUMANA INC

0.00%

Shares621

Event2026-06-30

Filed2026-08-03

DFAS

DIMENSIONAL ETF TRUST

-5.12%

Shares3.0K

Event2026-06-30

Filed2026-08-03

DFAT

DIMENSIONAL ETF TRUST

-3.74%

Shares3.5K

Event2026-06-30

Filed2026-08-03

CROWDSTRIKE HLDGS INC

10.53%

Shares315

Event2026-06-30

Filed2026-08-03

AJG

GALLAGHER ARTHUR J & CO

-31.41%

Shares1.0K

Event2026-06-30

Filed2026-08-03

COKE

COCA COLA CONS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES TR

45.43%

Shares1.0K

Event2026-06-30

Filed2026-08-03

ROP

ROPER TECHNOLOGIES INC

-64.11%

Shares675

Event2026-06-30

Filed2026-08-03

MQY

BLACKROCK MUNIYILD QULT FD I

0.00%

Shares19.5K

Event2026-06-30

Filed2026-08-03

STM

STMICROELECTRONICS N V

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

VPU

VANGUARD WORLD FD

28.36%

Shares1.1K

Event2026-06-30

Filed2026-08-03

DFIV

DIMENSIONAL ETF TRUST

-19.42%

Shares4.1K

Event2026-06-30

Filed2026-08-03

DES

WISDOMTREE TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-03

INTU

INTUIT

-3.07%

Shares853

Event2026-06-30

Filed2026-08-03

ETR

ENTERGY CORP NEW

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

GRMN

GARMIN LTD

-11.24%

Shares908

Event2026-06-30

Filed2026-08-03

MET

METLIFE INC

-1.80%

Shares2.5K

Event2026-06-30

Filed2026-08-03

FIS

FIDELITY NATL INFORMATION SV

-61.73%

Shares5.4K

Event2026-06-30

Filed2026-08-03

XLY

SELECT SECTOR SPDR TR

4.45%

Shares1.8K

Event2026-06-30

Filed2026-08-03

DELL

DELL TECHNOLOGIES INC

41.18%

Shares480

Event2026-06-30

Filed2026-08-03

AVY

AVERY DENNISON CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

SPIB

SPDR SERIES TRUST

2.78%

Shares6.1K

Event2026-06-30

Filed2026-08-03

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares11.2K

Event2026-06-30

Filed2026-08-03

QUAL

ISHARES TR

12.80%

Shares908

Event2026-06-30

Filed2026-08-03

FISERV INC

-12.15%

Shares3.9K

Event2026-06-30

Filed2026-08-03

ROAD

CONSTRUCTION PARTNERS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

VTR

VENTAS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-03

BOEING CO

-8.04%

Shares858

Event2026-06-30

Filed2026-08-03

TGT

TARGET CORP

0.57%

Shares1.4K

Event2026-06-30

Filed2026-08-03

AXON

AXON ENTERPRISE INC

-48.68%

Shares331

Event2026-06-30

Filed2026-08-03

IYW

ISHARES TR

0.00%

Shares733

Event2026-06-30

Filed2026-08-03

OTIS

OTIS WORLDWIDE CORP

-7.39%

Shares2.6K

Event2026-06-30

Filed2026-08-03

RFG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

IYH

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-03

AVB

AVALONBAY CMNTYS INC

-36.47%

Shares965

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

105.31%

Shares735

Event2026-06-30

Filed2026-08-03

SAM

BOSTON BEER INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

LEN

LENNAR CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

SHOP

SHOPIFY INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

DSI

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP

35.75%

Shares543

Event2026-06-30

Filed2026-08-03

TDTT

FLEXSHARES TR

-8.42%

Shares6.8K

Event2026-06-30

Filed2026-08-03

TLT

ISHARES TR

-71.93%

Shares1.9K

Event2026-06-30

Filed2026-08-03

RJF

RAYMOND JAMES FINL INC

-15.14%

Shares1.1K

Event2026-06-30

Filed2026-08-03

IAU

ISHARES GOLD TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-03

MBB

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

BSX

BOSTON SCIENTIFIC CORP

-62.25%

Shares3.8K

Event2026-06-30

Filed2026-08-03

USB

US BANCORP

47.65%

Shares2.6K

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC

11.99%

Shares1.2K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

BANK OF NY MELLON CORP

-6.61%

Shares1.1K

Event2026-06-30

Filed2026-08-03

HOMB

HOME BANCSHARES INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-03

HAL

HALLIBURTON CO

48.60%

Shares4.3K

Event2026-06-30

Filed2026-08-03

SLV

ISHARES SILVER TR

-15.58%

Shares2.7K

Event2026-06-30

Filed2026-08-03

TRU

TRANSUNION

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-03

ROYAL CARIBBEAN GROUP

-32.14%

Shares454

Event2026-06-30

Filed2026-08-03

XLP

SELECT SECTOR SPDR TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.00%

Shares406

Event2026-06-30

Filed2026-08-03

CDW

CDW CORP

0.00%

Shares990

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

4.08%

Shares3.8K

Event2026-06-30

Filed2026-08-03

IDEV

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

BALL

BALL CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-03

SPG

SIMON PPTY GROUP INC NEW

4000.00%

Shares615

Event2026-06-30

Filed2026-08-03

NKE

NIKE INC

-35.22%

Shares3.3K

Event2026-06-30

Filed2026-08-03

ADSK

AUTODESK INC

0.00%

Shares704

Event2026-06-30

Filed2026-08-03

BROADRIDGE FINL SOLUTIONS IN

967.74%

Shares993

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

INTERNATIONAL PAPER CO

-38.41%

Shares3.4K

Event2026-06-30

Filed2026-08-03

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares600

Event2026-06-30

Filed2026-08-03

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

BLV

VANGUARD BD INDEX FDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

WEYERHAEUSER CO

-22.22%

Shares5.3K

Event2026-06-30

Filed2026-08-03

VCR

VANGUARD WORLD FD

0.00%

Shares320

Event2026-06-30

Filed2026-08-03

CMF

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-03

SUSA

ISHARES TR

0.00%

Shares800

Event2026-06-30

Filed2026-08-03

CF INDUSTRIES HOLD

69.67%

Shares1.1K

Event2026-06-30

Filed2026-08-03

CSL

CARLISLE COS INC

0.00%

Shares337

Event2026-06-30

Filed2026-08-03

GNR

SPDR INDEX SHS FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

LNT

ALLIANT ENERGY CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

COHR

COHERENT CORP

New

Shares300

Event2026-06-30

Filed2026-08-03

PLD

PROLOGIS INC.

-16.46%

Shares873

Event2026-06-30

Filed2026-08-03

DTE

DTE ENERGY CO

-54.03%

Shares776

Event2026-06-30

Filed2026-08-03

TROW

PRICE T ROWE GROUP INC

-48.25%

Shares1.0K

Event2026-06-30

Filed2026-08-03

CTRE

CARETRUST REIT INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

137.50%

Shares950

Event2026-06-30

Filed2026-08-03

CMCSA

COMCAST CORP NEW

-14.92%

Shares4.5K

Event2026-06-30

Filed2026-08-03

TTE

TOTALENERGIES SE

-25.78%

Shares1.4K

Event2026-06-30

Filed2026-08-03

KMI

KINDER MORGAN INC DEL

48.91%

Shares3.4K

Event2026-06-30

Filed2026-08-03

MPLX

MPLX LP

204.72%

Shares1.9K

Event2026-06-30

Filed2026-08-03

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares280

Event2026-06-30

Filed2026-08-03

VANECK ETF TRUST

9.62%

Shares1.4K

Event2026-06-30

Filed2026-08-03

ESGV

VANGUARD WORLD FD

0.00%

Shares805

Event2026-06-30

Filed2026-08-03

USMV

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

SNY

SANOFI SA

-6.64%

Shares2.5K

Event2026-06-30

Filed2026-08-03

PHYS

SPROTT ASSET MANAGEMENT LP

-50.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

VGSH

VANGUARD SCOTTSDALE FDS

-34.16%

Shares1.8K

Event2026-06-30

Filed2026-08-03

REALTY INCOME CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

SHY

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

BEN

FRANKLIN RESOURCES INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

APA CORPORATION

New

Shares3.0K

Event2026-06-30

Filed2026-08-03

FIX

COMFORT SYS USA INC

400.00%

Shares50

Event2026-06-30

Filed2026-08-03

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares346

Event2026-06-30

Filed2026-08-03

SON

SONOCO PRODS CO

-20.90%

Shares1.7K

Event2026-06-30

Filed2026-08-03

MHD

BLACKROCK MUNIHOLDINGS FD IN

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-03

GOVT

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-03

PEY

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-03

HCI

HCI GROUP INC

0.00%

Shares544

Event2026-06-30

Filed2026-08-03

XBI

SPDR SERIES TRUST

-9.09%

Shares600

Event2026-06-30

Filed2026-08-03

FLRN

SPDR SERIES TRUST

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-03

WOR

WORTHINGTON ENTERPRISES INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

HPQ

HP INC

-36.16%

Shares4.3K

Event2026-06-30

Filed2026-08-03

AOK

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-03

KRYS

KRYSTAL BIOTECH INC

0.00%

Shares250

Event2026-06-30

Filed2026-08-03

CRS

CARPENTER TECHNOLOGY CORP

New

Shares150

Event2026-06-30

Filed2026-08-03

HYMB

SPDR SERIES TRUST

-61.30%

Shares3.6K

Event2026-06-30

Filed2026-08-03

BF.B

BROWN FORMAN CORP

-36.66%

Shares3.5K

Event2026-06-30

Filed2026-08-03

IVZ

INVESCO LTD

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

ITT

ITT INC

0.00%

Shares460

Event2026-06-30

Filed2026-08-03

ASTS

AST SPACEMOBILE INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

CIEN

CIENA CORP

New

Shares180

Event2026-06-30

Filed2026-08-03

HIG

HARTFORD INSURANCE GROUP INC

-42.12%

Shares661

Event2026-06-30

Filed2026-08-03

NFRA

FLEXSHARES TR

19.80%

Shares1.3K

Event2026-06-30

Filed2026-08-03

VIS

VANGUARD WORLD FD

74.26%

Shares237

Event2026-06-30

Filed2026-08-03

PPL CORP

-3.04%

Shares2.3K

Event2026-06-30

Filed2026-08-03

WMB

WILLIAMS COS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

CMS

CMS ENERGY CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

BIIB

BIOGEN INC

0.00%

Shares383

Event2026-06-30

Filed2026-08-03

MTZ

MASTEC INC

17.86%

Shares198

Event2026-06-30

Filed2026-08-03

WELL

WELLTOWER INC

0.00%

Shares361

Event2026-06-30

Filed2026-08-03

ACLC

AMERICAN CENTY ETF TR

0.00%

Shares974

Event2026-06-30

Filed2026-08-03

DOW

DOW HLDGS INC

-1.65%

Shares3.0K

Event2026-06-30

Filed2026-08-03

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

NEM

NEWMONT CORP

-27.55%

Shares865

Event2026-06-30

Filed2026-08-03

OGE

OGE ENERGY CORP

1.35%

Shares1.7K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED

20.10%

Shares233

Event2026-06-30

Filed2026-08-03

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-03

SOLS

SOLSTICE ADVANCED MATLS INC

-28.01%

Shares874

Event2026-06-30

Filed2026-08-03

SATS

ECHOSTAR CORP

New

Shares750

Event2026-06-30

Filed2026-08-03

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-03

ULTA BEAUTY INC

0.00%

Shares166

Event2026-06-30

Filed2026-08-03

FIRSTENERGY CORP

100.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

WAT

WATERS CORP

-29.06%

Shares188

Event2026-06-30

Filed2026-08-03

FORD MTR CO

97.32%

Shares5.0K

Event2026-06-30

Filed2026-08-03

RELIANCE INC

0.00%

Shares186

Event2026-06-30

Filed2026-08-03

ESG

FLEXSHARES TR

0.00%

Shares395

Event2026-06-30

Filed2026-08-03

IWB

ISHARES TR

0.00%

Shares168

Event2026-06-30

Filed2026-08-03

ARTY

ISHARES TR

12.50%

Shares900

Event2026-06-30

Filed2026-08-03

CCJ

CAMECO CORP

-50.00%

Shares672

Event2026-06-30

Filed2026-08-03

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares518

Event2026-06-30

Filed2026-08-03

VRT

VERTIV HOLDINGS CO

100.00%

Shares200

Event2026-06-30

Filed2026-08-03

NTRS

NORTHERN TR CORP

0.00%

Shares381

Event2026-06-30

Filed2026-08-03

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-03

SMH

VANECK ETF TRUST

New

Shares100

Event2026-06-30

Filed2026-08-03

LNG

CHENIERE ENERGY INC

0.00%

Shares274

Event2026-06-30

Filed2026-08-03

FREEPORT MCMORAN INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

ARW

ARROW ELECTRS INC

-40.00%

Shares300

Event2026-06-30

Filed2026-08-03

CMG

CHIPOTLE MEXICAN GRILL INC

-49.73%

Shares1.9K

Event2026-06-30

Filed2026-08-03

DBEF

DBX ETF TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

STRL

STERLING INFRASTRUCTURE INC

New

Shares75

Event2026-06-30

Filed2026-08-03

TORONTO DOMINION BK ONT

-5.50%

Shares515

Event2026-06-30

Filed2026-08-03

SOUTHSTATE BK CORP

0.00%

Shares621

Event2026-06-30

Filed2026-08-03

SERVICENOW INC

-65.66%

Shares614

Event2026-06-30

Filed2026-08-03

SBCF

SEACOAST BKG CORP FLA

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

XYZ

BLOCK INC

0.00%

Shares800

Event2026-06-30

Filed2026-08-03

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares105

Event2026-06-30

Filed2026-08-03

CLX

CLOROX CO DEL

-0.31%

Shares633

Event2026-06-30

Filed2026-08-03

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

SJM

SMUCKER J M CO

0.00%

Shares525

Event2026-06-30

Filed2026-08-03

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

0.00%

Shares224

Event2026-06-30

Filed2026-08-03

IRT

INDEPENDENCE RLTY TR INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

BRO

BROWN & BROWN INC

-19.59%

Shares895

Event2026-06-30

Filed2026-08-03

KTOS

KRATOS DEFENSE & SEC SOLUTIO

12.75%

Shares1.1K

Event2026-06-30

Filed2026-08-03

GUNR

FLEXSHARES TR

69.24%

Shares1.2K

Event2026-06-30

Filed2026-08-03

FRME

FIRST MERCHANTS CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

CAH

CARDINAL HEALTH INC

-45.64%

Shares237

Event2026-06-30

Filed2026-08-03

INGR

INGREDION INC

-21.84%

Shares587

Event2026-06-30

Filed2026-08-03

USFR

WISDOMTREE TR

New

Shares1.1K

Event2026-06-30

Filed2026-08-03

BHP

BHP BILLITON LIMITED

-0.76%

Shares655

Event2026-06-30

Filed2026-08-03

DEO

DIAGEO PLC

-16.34%

Shares676

Event2026-06-30

Filed2026-08-03

NDAQ

NASDAQ INC

0.00%

Shares687

Event2026-06-30

Filed2026-08-03

CVS

CVS HEALTH CORP

-10.86%

Shares517

Event2026-06-30

Filed2026-08-03

VCIT

VANGUARD SCOTTSDALE FDS

12.59%

Shares644

Event2026-06-30

Filed2026-08-03

IJT

ISHARES TR

17.00%

Shares296

Event2026-06-30

Filed2026-08-03

ASH

ASHLAND INC

-20.04%

Shares794

Event2026-06-30

Filed2026-08-03

WFC-PL

WELLS FARGO & CO

0.00%

Shares45

Event2026-06-30

Filed2026-08-03

IJS

ISHARES TR

23.28%

Shares376

Event2026-06-30

Filed2026-08-03

OSK

OSHKOSH CORP

0.00%

Shares334

Event2026-06-30

Filed2026-08-03

RWR

SPDR SERIES TRUST

0.00%

Shares450

Event2026-06-30

Filed2026-08-03

AMCOR PLC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares647

Event2026-06-30

Filed2026-08-03

PSA

PUBLIC STORAGE

-40.38%

Shares155

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available