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The Analysis of Legacy Private Trust Co.'s Holdings & P&L

Currently, Legacy Private Trust Co. holds 262 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in BND (+421.6K shares, valued at $30.9M), LLY (+3.7K shares, valued at $4.5M), NOBL (+64.5K shares, valued at $3.6M); decreased their positions in SPTM (-259.3K shares, valued at $23.5M), VXUS (-75.1K shares, valued at $6.4M), N/A (-16.3K shares, valued at $6.0M); initiated new positions in GEV (+1.3K shares, valued at $1.5M), N/A (+1.4K shares, valued at $307.8K), N/A (+1.4K shares, valued at $303.9K).

1M P&L

+3.0M+0.25%

3M P&L

+46.9M+4.09%

HY P&L

+82.6M+7.42%

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/A749.0M

62.0%

2Semiconductors57.7M

4.8%

3Consumer Electronics52.9M

4.4%

Top Industries by Stock Count

1N/A120 stocks

52.2%

2Semiconductors8 stocks

3.5%

3Utilities - Regulated Electric6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR326.3K shares-1.27%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS471.1K shares-3.34%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS1.1M shares0.41%2026-06-302026-07-21

BND VANGUARD BD INDEX FDS792.6K shares113.63%2026-06-302026-07-21

SPTM 1SPDR SERIES TRUST626.7K shares-29.27%2026-06-302026-07-21

AAPL APPLE INC182.8K shares-3.68%2026-06-302026-07-21

NVDA NVIDIA CORPORATION243.2K shares-3.58%2026-06-302026-07-21

VXF VANGUARD INDEX FDS163.4K shares-3.01%2026-06-302026-07-21

Sponsored

GOOGL ALPHABET INC112.5K shares-4.02%2026-06-302026-07-21

SCHB SCHWAB STRATEGIC TR1.3M shares-2.21%2026-06-302026-07-21

BROADCOM INC BROADCOM INC87.0K shares-5.10%2026-06-302026-07-21

BOND PIMCO ETF TR330.5K shares12.43%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F463.0K shares0.74%2026-06-302026-07-21

JMBS JANUS DETROIT STR TR602.0K shares4.65%2026-06-302026-07-21

MSFT MICROSOFT CORP70.2K shares-1.82%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO75.3K shares-1.39%2026-06-302026-07-21

Sponsored

AMZN AMAZON COM INC92.9K shares-2.59%2026-06-302026-07-21

ISHARES TR ISHARES TR220.2K shares2.06%2026-06-302026-07-21

LLY ELI LILLY & CO18.1K shares25.90%2026-06-302026-07-21

VXUS VANGUARD STAR FDS215.9K shares-25.79%2026-06-302026-07-21

ACWX ISHARES TR226.3K shares-2.11%2026-06-302026-07-21

VOO VANGUARD INDEX FDS19.5K shares2.23%2026-06-302026-07-21

IBTI ISHARES TR580.8K shares5.96%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC21.7K shares0.90%2026-06-302026-07-21

Sponsored

IBTJ ISHARES TR555.6K shares3.41%2026-06-302026-07-21

BSCQ INVESCO EXCH TRD SLF IDX FD606.6K shares-2.00%2026-06-302026-07-21

WFC WELLS FARGO & CO139.1K shares-2.13%2026-06-302026-07-21

IBTK ISHARES TR577.5K shares5.86%2026-06-302026-07-21

WMT WALMART INC99.3K shares-1.82%2026-06-302026-07-21

UNP UNION PAC CORP41.2K shares-4.11%2026-06-302026-07-21

LQD ISHARES TR102.3K shares18.49%2026-06-302026-07-21

SPHQ INVESCO EXCHANGE TRADED FD T118.3K shares-3.36%2026-06-302026-07-21

Sponsored

SCHX SCHWAB STRATEGIC TR360.7K shares-0.15%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC10.5K shares-3.84%2026-06-302026-07-21

BSCR INVESCO EXCH TRD SLF IDX FD521.5K shares9.77%2026-06-302026-07-21

GE GE AEROSPACE26.9K shares-1.58%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED19.5K shares0.16%2026-06-302026-07-21

SCHF SCHWAB STRATEGIC TR354.7K shares-0.21%2026-06-302026-07-21

IDEV ISHARES TR110.2K shares-2.09%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON36.3K shares-0.13%2026-06-302026-07-21

Sponsored

IBTL ISHARES TR455.8K shares6.43%2026-06-302026-07-21

PANW PALO ALTO NETWORKS INC25.8K shares-3.03%2026-06-302026-07-21

XLK SELECT SECTOR SPDR TR46.1K shares-2.92%2026-06-302026-07-21

IBTM ISHARES TR376.2K shares10.61%2026-06-302026-07-21

ABBVIE INC ABBVIE INC33.2K shares4.85%2026-06-302026-07-21

MCK MCKESSON CORP10.8K shares-2.58%2026-06-302026-07-21

TLT 1ISHARES TR93.8K shares17.16%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION8.6K shares-0.67%2026-06-302026-07-21

Sponsored

IJR ISHARES TR52.5K shares-4.45%2026-06-302026-07-21

MUB ISHARES TR72.2K shares-10.14%2026-06-302026-07-21

NOBL PROSHARES TR136.8K shares89.28%2026-06-302026-07-21

ITOT ISHARES TR44.2K shares-10.03%2026-06-302026-07-21

MUNI PIMCO ETF TR136.0K shares63.08%2026-06-302026-07-21

JMEE J P MORGAN EXCHANGE TRADED F90.3K shares-3.16%2026-06-302026-07-21

TSLA TESLA INC16.6K shares-0.08%2026-06-302026-07-21

RSPT INVESCO EXCHANGE TRADED FD T107.3K shares-6.38%2026-06-302026-07-21

Sponsored

CVX CHEVRON CORPORATION40.4K shares-2.18%2026-06-302026-07-21

CGMU CAPITAL GRP FIXED INCM ETF T234.1K shares56.88%2026-06-302026-07-21

EVIM MORGAN STANLEY ETF TRUST117.2K shares32.03%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR189.0K shares-2.98%2026-06-302026-07-21

BAC BANK OF AMER CORP103.1K shares-2.65%2026-06-302026-07-21

LIN LINDE PLC11.0K shares-2.70%2026-06-302026-07-21

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR122.9K shares-0.18%2026-06-302026-07-21

ASB ASSOCIATED BANC-CORP176.2K shares-32.58%2026-06-302026-07-21

Sponsored

TMO THERMO FISHER SCIENTIFIC INC10.6K shares-2.22%2026-06-302026-07-21

LOW LOWES COS INC23.5K shares-12.43%2026-06-302026-07-21

VISA INC VISA INC15.0K shares-0.49%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC11.7K shares-6.40%2026-06-302026-07-21

PH PARKER-HANNIFIN CORP4.9K shares0.94%2026-06-302026-07-21

GOOG ALPHABET INC13.5K shares-1.82%2026-06-302026-07-21

TJX TJX COS INC NEW31.4K shares-3.37%2026-06-302026-07-21

XLRE SELECT SECTOR SPDR TR106.4K shares-1.72%2026-06-302026-07-21

Sponsored

IJH ISHARES TR58.9K shares-3.54%2026-06-302026-07-21

COP CONOCOPHILLIPS43.2K shares-2.62%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP32.4K shares-0.68%2026-06-302026-07-21

CSM PROSHARES TR51.5K shares-4.35%2026-06-302026-07-21

PRF INVESCO EXCHANGE TRADED FD T78.5K shares-0.44%2026-06-302026-07-21

TXN TEXAS INSTRS INC14.2K shares-2.67%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL8.3K shares-1.08%2026-06-302026-07-21

GLW CORNING INC15.9K shares18.11%2026-06-302026-07-21

Sponsored

JPST J P MORGAN EXCHANGE TRADED F80.4K shares-10.27%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC34.5K shares-3.27%2026-06-302026-07-21

BSMU INVESCO EXCH TRD SLF IDX FD182.2K shares24.01%2026-06-302026-07-21

HD HOME DEPOT INC11.3K shares19.91%2026-06-302026-07-21

AMERIPRISE FINL INC AMERIPRISE FINL INC8.7K shares-8.81%2026-06-302026-07-21

IBTH ISHARES TR170.9K shares-14.33%2026-06-302026-07-21

BA BOEING CO17.0K shares0.61%2026-06-302026-07-21

OVL LISTED FDS TR63.6K shares-26.16%2026-06-302026-07-21

Sponsored

UBER UBER TECHNOLOGIES INC49.4K shares-4.58%2026-06-302026-07-21

JMST J P MORGAN EXCHANGE TRADED F69.5K shares120.18%2026-06-302026-07-21

KMB KIMBERLY-CLARK CORP30.8K shares-1.21%2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.45.3K shares3.57%2026-06-302026-07-21

NIC NICOLET BANKSHARES INC18.9K shares-0.66%2026-06-302026-07-21

BSMT INVESCO EXCH TRD SLF IDX FD132.6K shares51.64%2026-06-302026-07-21

XLB SELECT SECTOR SPDR TR59.4K shares-0.84%2026-06-302026-07-21

CAT CATERPILLAR INC2.8K shares24.00%2026-06-302026-07-21

Sponsored

USB US BANCORP49.2K shares-0.11%2026-06-302026-07-21

USMV ISHARES TR30.8K shares4.40%2026-06-302026-07-21

PRFZ INVESCO EXCHANGE TRADED FD T52.4K shares-2.45%2026-06-302026-07-21

BSMW INVESCO EXCH TRD SLF IDX FD115.7K shares65.77%2026-06-302026-07-21

BSSX INVESCO EXCH TRD SLF IDX FD112.4K shares76.10%2026-06-302026-07-21

MCD MCDONALDS CORP10.7K shares-5.80%2026-06-302026-07-21

MTUM ISHARES TR8.3K shares-3.28%2026-06-302026-07-21

DHR DANAHER CORP DEL14.7K shares-3.97%2026-06-302026-07-21

Sponsored

IYW ISHARES TR10.9K shares-2.36%2026-06-302026-07-21

JEPI J P MORGAN EXCHANGE TRADED F46.5K shares-8.61%2026-06-302026-07-21

BLK BLACKROCK INC2.7K shares6.06%2026-06-302026-07-21

BSMV INVESCO EXCH TRD SLF IDX FD121.6K shares101.18%2026-06-302026-07-21

PG PROCTER & GAMBLE CO17.3K shares-2.30%2026-06-302026-07-21

EMR EMERSON ELEC CO17.6K shares-8.87%2026-06-302026-07-21

PGR PROGRESSIVE CORP11.2K shares30.23%2026-06-302026-07-21

LRCX LAM RESEARCH CORP5.6K shares489.78%2026-06-302026-07-21

Sponsored

BBAG J P MORGAN EXCHANGE TRADED F51.8K shares25.78%2026-06-302026-07-21

BSMR INVESCO EXCH TRD SLF IDX FD99.8K shares73.48%2026-06-302026-07-21

BSMQ INVESCO EXCH TRD SLF IDX FD98.4K shares-16.37%2026-06-302026-07-21

ABT ABBOTT LABORATORIES25.4K shares9.73%2026-06-302026-07-21

BSMS INVESCO EXCH TRD SLF IDX FD94.1K shares64.79%2026-06-302026-07-21

ETN EATON CORP PLC5.1K shares47.03%2026-06-302026-07-21

VV VANGUARD INDEX FDS6.3K shares0.00%2026-06-302026-07-21

MRK MERCK & CO INC16.7K shares-2.37%2026-06-302026-07-21

Sponsored

DIS DISNEY WALT CO22.2K shares-1.50%2026-06-302026-07-21

SPDW SPDR INDEX SHS FDS42.1K shares-0.53%2026-06-302026-07-21

ARK ETF TR ARK ETF TR26.0K shares-6.15%2026-06-302026-07-21

MO ALTRIA GROUP INC28.7K shares-8.12%2026-06-302026-07-21

QCOM QUALCOMM INC11.2K shares0.00%2026-06-302026-07-21

DVY ISHARES TR13.1K shares-0.57%2026-06-302026-07-21

ECL ECOLAB INC7.0K shares0.00%2026-06-302026-07-21

BKAG BNY MELLON ETF TRUST45.0K shares16.62%2026-06-302026-07-21

Sponsored

SPSM SPDR SERIES TRUST32.0K shares-7.58%2026-06-302026-07-21

IYR ISHARES TR17.7K shares-5.38%2026-06-302026-07-21

PEG PUBLIC SVC ENTERPRISE GROUP21.9K shares-8.86%2026-06-302026-07-21

AMCOR PLC AMCOR PLC40.8K shares-3.45%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC19.1K shares3.69%2026-06-302026-07-21

KO COCA COLA CO20.5K shares8.72%2026-06-302026-07-21

TLH ISHARES TR16.5K shares22.76%2026-06-302026-07-21

CHUBB LIMITED CHUBB LIMITED4.7K shares-3.92%2026-06-302026-07-21

Sponsored

AMGN AMGEN INC4.3K shares-7.38%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T7.1K shares-3.12%2026-06-302026-07-21

RSPD INVESCO EXCHANGE TRADED FD T26.9K shares-14.67%2026-06-302026-07-21

GEV GE VERNOVA INC1.3K sharesnew addition2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION7.8K shares-1.13%2026-06-302026-07-21

GVI ISHARES TR13.9K shares-33.34%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.0K shares-0.36%2026-06-302026-07-21

FI FISERV INC28.8K shares-29.02%2026-06-302026-07-21

Sponsored

IEF ISHARES TR14.9K shares193.76%2026-06-302026-07-21

QQQM INVESCO EXCH TRADED FD TR II4.6K shares5.89%2026-06-302026-07-21

IEI ISHARES TR11.7K shares6.39%2026-06-302026-07-21

IWB ISHARES TR3.3K shares0.00%2026-06-302026-07-21

WEC WEC ENERGY GROUP INC10.7K shares0.00%2026-06-302026-07-21

CRM SALESFORCE INC8.0K shares-47.08%2026-06-302026-07-21

XLE SELECT SECTOR SPDR TR23.2K shares20.51%2026-06-302026-07-21

PEP PEPSICO INC9.1K shares0.17%2026-06-302026-07-21

Sponsored

MTD METTLER TOLEDO INTERNATIONAL954 shares-4.89%2026-06-302026-07-21

MDY STATE STR SPDR S&P MIDCAP 401.7K shares0.00%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS4.1K shares-0.60%2026-06-302026-07-21

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F17.9K shares1.94%2026-06-302026-07-21

ORACLE CORP ORACLE CORP7.4K shares-45.28%2026-06-302026-07-21

GSEW GOLDMAN SACHS ETF TR11.1K shares-4.36%2026-06-302026-07-21

AZO AUTOZONE INC324 shares-11.96%2026-06-302026-07-21

AFL AFLAC INC8.7K shares0.00%2026-06-302026-07-21

Sponsored

IBMQ ISHARES TR39.5K shares0.00%2026-06-302026-07-21

TGT TARGET CORP7.7K shares4.48%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares-4.84%2026-06-302026-07-21

XLV SELECT SECTOR SPDR TR5.7K shares-8.73%2026-06-302026-07-21

APD AIR PRODUCTS AND CHEMICALS I3.0K shares0.00%2026-06-302026-07-21

BSCU INVESCO EXCH TRD SLF IDX FD53.4K shares-8.11%2026-06-302026-07-21

IUSG ISHARES TR4.7K shares0.00%2026-06-302026-07-21

3M CO 3M CO5.3K shares-58.91%2026-06-302026-07-21

Sponsored

VO VANGUARD INDEX FDS10.6K shares279.12%2026-06-302026-07-21

XLC SELECT SECTOR SPDR TR8.0K shares-14.72%2026-06-302026-07-21

VTV VANGUARD INDEX FDS3.9K shares-1.01%2026-06-302026-07-21

VCIT VANGUARD SCOTTSDALE FDS10.3K shares18.43%2026-06-302026-07-21

DE DEERE & CO1.3K shares102.30%2026-06-302026-07-21

RSPC INVESCO EXCHANGE TRADED FD T23.6K shares-1.74%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS3.5K shares0.00%2026-06-302026-07-21

SXI STANDEX INTL CORP2.2K shares0.00%2026-06-302026-07-21

Sponsored

XLY SELECT SECTOR SPDR TR6.7K shares0.00%2026-06-302026-07-21

SBUX STARBUCKS CORP7.5K shares99.81%2026-06-302026-07-21

SPLV INVESCO EXCH TRADED FD TR II10.2K shares-1.25%2026-06-302026-07-21

SUB ISHARES TR7.1K shares-22.33%2026-06-302026-07-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-21

IJK ISHARES TR6.4K shares0.00%2026-06-302026-07-21

IEMG ISHARES INC8.9K shares1.36%2026-06-302026-07-21

EDV VANGUARD WORLD FD11.1K shares-65.69%2026-06-302026-07-21

Sponsored

AMD ADVANCED MICRO DEVICES INC1.2K shares-13.81%2026-06-302026-07-21

VYMI VANGUARD WHITEHALL FDS7.3K shares0.00%2026-06-302026-07-21

ISHARES TR ISHARES TR7.3K shares0.69%2026-06-302026-07-21

GD GENERAL DYNAMICS CORP2.0K shares0.00%2026-06-302026-07-21

IWF ISHARES TR5.4K shares297.79%2026-06-302026-07-21

FMAR FIRST TR EXCHNG TRADED FD VI12.7K shares-4.33%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC3.5K shares-1.01%2026-06-302026-07-21

CMI CUMMINS INC896 shares0.00%2026-06-302026-07-21

Sponsored

LMT LOCKHEED MARTIN CORP1.2K shares-9.96%2026-06-302026-07-21

VUG VANGUARD INDEX FDS6.9K shares491.42%2026-06-302026-07-21

DTE DTE ENERGY CO3.8K shares0.00%2026-06-302026-07-21

PSX PHILLIPS 663.4K shares0.00%2026-06-302026-07-21

GWW WW GRAINGER INC420 shares0.00%2026-06-302026-07-21

VBR VANGUARD INDEX FDS2.4K shares-0.68%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC475 shares-26.92%2026-06-302026-07-21

MOAT VANECK ETF TRUST5.2K shares0.00%2026-06-302026-07-21

Sponsored

BFC BANK FIRST CORP3.5K shares-6.01%2026-06-302026-07-21

FMB 1FIRST TR EXCH TRADED FD III10.1K shares0.50%2026-06-302026-07-21

XLF SELECT SECTOR SPDR TR9.0K shares-14.82%2026-06-302026-07-21

DGRW WISDOMTREE TR5.0K shares0.00%2026-06-302026-07-21

SHW SHERWIN WILLIAMS CO1.4K shares-2.72%2026-06-302026-07-21

MCO MOODYS CORP1.1K shares-7.89%2026-06-302026-07-21

BN BROOKFIELD CORP11.0K shares0.00%2026-06-302026-07-21

AEP AMERICAN ELEC PWR CO INC3.4K shares0.00%2026-06-302026-07-21

Sponsored

BKNG BOOKING HOLDINGS INC2.6K shares779.39%2026-06-302026-07-21

AXP AMERICAN EXPRESS CO1.4K shares0.00%2026-06-302026-07-21

BMY BRISTOL-MYERS SQUIBB CO7.7K shares-6.93%2026-06-302026-07-21

TMUS T-MOBILE US INC2.6K shares-2.38%2026-06-302026-07-21

LNT ALLIANT ENERGY CORP5.5K shares-1.97%2026-06-302026-07-21

BSCS INVESCO EXCH TRD SLF IDX FD19.8K shares-27.07%2026-06-302026-07-21

ESGV VANGUARD WORLD FD3.0K shares-3.20%2026-06-302026-07-21

VYM VANGUARD WHITEHALL FDS2.4K shares-3.36%2026-06-302026-07-21

Sponsored

DFAC DIMENSIONAL ETF TRUST8.5K shares0.00%2026-06-302026-07-21

EG EVEREST GROUP LTD1.1K shares0.00%2026-06-302026-07-21

ALL ALLSTATE CORP1.5K shares-12.99%2026-06-302026-07-21

VPU VANGUARD WORLD FD1.7K shares0.00%2026-06-302026-07-21

SCHA SCHWAB STRATEGIC TR8.8K shares-0.87%2026-06-302026-07-21

HONEYWELL INTL INC HONEYWELL INTL INC1.4K sharesnew addition2026-06-302026-07-21

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.4K sharesnew addition2026-06-302026-07-21

VMC VULCAN MATLS CO1.0K shares-18.64%2026-06-302026-07-21

Sponsored

SCHW SCHWAB CHARLES CORP3.2K shares0.00%2026-06-302026-07-21

SYK STRYKER CORPORATION937 shares-15.28%2026-06-302026-07-21

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC880 shares0.00%2026-06-302026-07-21

MGK VANGUARD WORLD FD3.3K shares400.00%2026-06-302026-07-21

FAPR FIRST TR EXCHNG TRADED FD VI6.2K shares-2.99%2026-06-302026-07-21

IVW ISHARES TR2.1K shares0.00%2026-06-302026-07-21

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC2.0K shares-24.28%2026-06-302026-07-21

MRVL MARVELL TECHNOLOGY INC950 sharesnew addition2026-06-302026-07-21

Sponsored

COF CAPITAL ONE FINL CORP1.4K shares-4.77%2026-06-302026-07-21

GILD GILEAD SCIENCES INC2.2K shares39.81%2026-06-302026-07-21

INTC INTEL CORP1.9K sharesnew addition2026-06-302026-07-21

ROST ROSS STORES INC1.3K sharesnew addition2026-06-302026-07-21

BX BLACKSTONE INC2.3K shares-0.83%2026-06-302026-07-21

VEU VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-06-302026-07-21

PNC PNC FINL SVCS GROUP INC1.1K shares0.00%2026-06-302026-07-21

UL UNILEVER PLC4.4K shares0.00%2026-06-302026-07-21

Sponsored

FAST FASTENAL CO5.4K shares0.00%2026-06-302026-07-21

CTA SIMPLIFY EXCHANGE TRADED FUN10.0K shares0.00%2026-06-302026-07-21

CL COLGATE PALMOLIVE CO2.8K shares-1.84%2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW2.0K shares0.00%2026-06-302026-07-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares-49.67%2026-06-302026-07-21

CREATIVE MEDIA & CMNTY TR CREATIVE MEDIA & CMNTY TR10.0K shares0.00%2026-06-302026-07-21

T AT&T INC11.8K shares1.94%2026-06-302026-07-21

GLD SPDR GOLD TR650 shares32.38%2026-06-302026-07-21

Sponsored

IBMP ISHARES TR9.4K shares0.00%2026-06-302026-07-21

SHEL SHELL PLC3.1K shares3.78%2026-06-302026-07-21

ASML ASML HLDG NV118 sharesnew addition2026-06-302026-07-21

FFEB FIRST TR EXCHNG TRADED FD VI3.8K shares-8.50%2026-06-302026-07-21

XLP SELECT SECTOR SPDR TR2.8K shares-1.60%2026-06-302026-07-21

ORLY OREILLY AUTOMOTIVE INC2.5K shares-25.53%2026-06-302026-07-21

CPRT COPART INC8.0K shares0.00%2026-06-302026-07-21

PGX INVESCO EXCH TRADED FD TR II20.7K shares0.00%2026-06-302026-07-21

Sponsored

VZ VERIZON COMMUNICATIONS INC5.3K shares7.11%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS2.2K sharesnew addition2026-06-302026-07-21

XLI SELECT SECTOR SPDR TR1.1K sharesnew addition2026-06-302026-07-21

C CITIGROUP INC1.4K sharesnew addition2026-06-302026-07-21

NMRA NEUMORA THERAPEUTICS INC.25.0K shares31.58%2026-06-302026-07-21

AKBA AKEBIA THREAPEUTICS INC12.3K shares0.00%2026-06-302026-07-21

ISHARES TR

-1.27%

Shares326.3K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-3.34%

Shares471.1K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

0.41%

Shares1.1M

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

113.63%

Shares792.6K

Event2026-06-30

Filed2026-07-21

SPTM

1SPDR SERIES TRUST

-29.27%

Shares626.7K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-3.68%

Shares182.8K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-3.58%

Shares243.2K

Event2026-06-30

Filed2026-07-21

VXF

VANGUARD INDEX FDS

-3.01%

Shares163.4K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-4.02%

Shares112.5K

Event2026-06-30

Filed2026-07-21

SCHB

SCHWAB STRATEGIC TR

-2.21%

Shares1.3M

Event2026-06-30

Filed2026-07-21

BROADCOM INC

-5.10%

Shares87.0K

Event2026-06-30

Filed2026-07-21

BOND

PIMCO ETF TR

12.43%

Shares330.5K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

0.74%

Shares463.0K

Event2026-06-30

Filed2026-07-21

JMBS

JANUS DETROIT STR TR

4.65%

Shares602.0K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-1.82%

Shares70.2K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-1.39%

Shares75.3K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-2.59%

Shares92.9K

Event2026-06-30

Filed2026-07-21

ISHARES TR

2.06%

Shares220.2K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

25.90%

Shares18.1K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

-25.79%

Shares215.9K

Event2026-06-30

Filed2026-07-21

ACWX

ISHARES TR

-2.11%

Shares226.3K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

2.23%

Shares19.5K

Event2026-06-30

Filed2026-07-21

IBTI

ISHARES TR

5.96%

Shares580.8K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

0.90%

Shares21.7K

Event2026-06-30

Filed2026-07-21

IBTJ

ISHARES TR

3.41%

Shares555.6K

Event2026-06-30

Filed2026-07-21

BSCQ

INVESCO EXCH TRD SLF IDX FD

-2.00%

Shares606.6K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

-2.13%

Shares139.1K

Event2026-06-30

Filed2026-07-21

IBTK

ISHARES TR

5.86%

Shares577.5K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

-1.82%

Shares99.3K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

-4.11%

Shares41.2K

Event2026-06-30

Filed2026-07-21

LQD

ISHARES TR

18.49%

Shares102.3K

Event2026-06-30

Filed2026-07-21

SPHQ

INVESCO EXCHANGE TRADED FD T

-3.36%

Shares118.3K

Event2026-06-30

Filed2026-07-21

SCHX

SCHWAB STRATEGIC TR

-0.15%

Shares360.7K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

-3.84%

Shares10.5K

Event2026-06-30

Filed2026-07-21

BSCR

INVESCO EXCH TRD SLF IDX FD

9.77%

Shares521.5K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

-1.58%

Shares26.9K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

0.16%

Shares19.5K

Event2026-06-30

Filed2026-07-21

SCHF

SCHWAB STRATEGIC TR

-0.21%

Shares354.7K

Event2026-06-30

Filed2026-07-21

IDEV

ISHARES TR

-2.09%

Shares110.2K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-0.13%

Shares36.3K

Event2026-06-30

Filed2026-07-21

IBTL

ISHARES TR

6.43%

Shares455.8K

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

-3.03%

Shares25.8K

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

-2.92%

Shares46.1K

Event2026-06-30

Filed2026-07-21

IBTM

ISHARES TR

10.61%

Shares376.2K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

4.85%

Shares33.2K

Event2026-06-30

Filed2026-07-21

MCK

MCKESSON CORP

-2.58%

Shares10.8K

Event2026-06-30

Filed2026-07-21

TLT

1ISHARES TR

17.16%

Shares93.8K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-0.67%

Shares8.6K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

-4.45%

Shares52.5K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

-10.14%

Shares72.2K

Event2026-06-30

Filed2026-07-21

NOBL

PROSHARES TR

89.28%

Shares136.8K

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR

-10.03%

Shares44.2K

Event2026-06-30

Filed2026-07-21

MUNI

PIMCO ETF TR

63.08%

Shares136.0K

Event2026-06-30

Filed2026-07-21

JMEE

J P MORGAN EXCHANGE TRADED F

-3.16%

Shares90.3K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

-0.08%

Shares16.6K

Event2026-06-30

Filed2026-07-21

RSPT

INVESCO EXCHANGE TRADED FD T

-6.38%

Shares107.3K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

-2.18%

Shares40.4K

Event2026-06-30

Filed2026-07-21

CGMU

CAPITAL GRP FIXED INCM ETF T

56.88%

Shares234.1K

Event2026-06-30

Filed2026-07-21

EVIM

MORGAN STANLEY ETF TRUST

32.03%

Shares117.2K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

-2.98%

Shares189.0K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

-2.65%

Shares103.1K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

-2.70%

Shares11.0K

Event2026-06-30

Filed2026-07-21

SELECT SECTOR SPDR TR

-0.18%

Shares122.9K

Event2026-06-30

Filed2026-07-21

ASB

ASSOCIATED BANC-CORP

-32.58%

Shares176.2K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCIENTIFIC INC

-2.22%

Shares10.6K

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

-12.43%

Shares23.5K

Event2026-06-30

Filed2026-07-21

VISA INC

-0.49%

Shares15.0K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

-6.40%

Shares11.7K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

0.94%

Shares4.9K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-1.82%

Shares13.5K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

-3.37%

Shares31.4K

Event2026-06-30

Filed2026-07-21

XLRE

SELECT SECTOR SPDR TR

-1.72%

Shares106.4K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

-3.54%

Shares58.9K

Event2026-06-30

Filed2026-07-21

COP

CONOCOPHILLIPS

-2.62%

Shares43.2K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

-0.68%

Shares32.4K

Event2026-06-30

Filed2026-07-21

CSM

PROSHARES TR

-4.35%

Shares51.5K

Event2026-06-30

Filed2026-07-21

PRF

INVESCO EXCHANGE TRADED FD T

-0.44%

Shares78.5K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

-2.67%

Shares14.2K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.08%

Shares8.3K

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

18.11%

Shares15.9K

Event2026-06-30

Filed2026-07-21

JPST

J P MORGAN EXCHANGE TRADED F

-10.27%

Shares80.4K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

-3.27%

Shares34.5K

Event2026-06-30

Filed2026-07-21

BSMU

INVESCO EXCH TRD SLF IDX FD

24.01%

Shares182.2K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

19.91%

Shares11.3K

Event2026-06-30

Filed2026-07-21

AMERIPRISE FINL INC

-8.81%

Shares8.7K

Event2026-06-30

Filed2026-07-21

IBTH

ISHARES TR

-14.33%

Shares170.9K

Event2026-06-30

Filed2026-07-21

BOEING CO

0.61%

Shares17.0K

Event2026-06-30

Filed2026-07-21

OVL

LISTED FDS TR

-26.16%

Shares63.6K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

-4.58%

Shares49.4K

Event2026-06-30

Filed2026-07-21

JMST

J P MORGAN EXCHANGE TRADED F

120.18%

Shares69.5K

Event2026-06-30

Filed2026-07-21

KMB

KIMBERLY-CLARK CORP

-1.21%

Shares30.8K

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

3.57%

Shares45.3K

Event2026-06-30

Filed2026-07-21

NIC

NICOLET BANKSHARES INC

-0.66%

Shares18.9K

Event2026-06-30

Filed2026-07-21

BSMT

INVESCO EXCH TRD SLF IDX FD

51.64%

Shares132.6K

Event2026-06-30

Filed2026-07-21

XLB

SELECT SECTOR SPDR TR

-0.84%

Shares59.4K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

24.00%

Shares2.8K

Event2026-06-30

Filed2026-07-21

USB

US BANCORP

-0.11%

Shares49.2K

Event2026-06-30

Filed2026-07-21

USMV

ISHARES TR

4.40%

Shares30.8K

Event2026-06-30

Filed2026-07-21

PRFZ

INVESCO EXCHANGE TRADED FD T

-2.45%

Shares52.4K

Event2026-06-30

Filed2026-07-21

BSMW

INVESCO EXCH TRD SLF IDX FD

65.77%

Shares115.7K

Event2026-06-30

Filed2026-07-21

BSSX

INVESCO EXCH TRD SLF IDX FD

76.10%

Shares112.4K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

-5.80%

Shares10.7K

Event2026-06-30

Filed2026-07-21

MTUM

ISHARES TR

-3.28%

Shares8.3K

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL

-3.97%

Shares14.7K

Event2026-06-30

Filed2026-07-21

IYW

ISHARES TR

-2.36%

Shares10.9K

Event2026-06-30

Filed2026-07-21

JEPI

J P MORGAN EXCHANGE TRADED F

-8.61%

Shares46.5K

Event2026-06-30

Filed2026-07-21

BLK

BLACKROCK INC

6.06%

Shares2.7K

Event2026-06-30

Filed2026-07-21

BSMV

INVESCO EXCH TRD SLF IDX FD

101.18%

Shares121.6K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

-2.30%

Shares17.3K

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO

-8.87%

Shares17.6K

Event2026-06-30

Filed2026-07-21

PGR

PROGRESSIVE CORP

30.23%

Shares11.2K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

489.78%

Shares5.6K

Event2026-06-30

Filed2026-07-21

BBAG

J P MORGAN EXCHANGE TRADED F

25.78%

Shares51.8K

Event2026-06-30

Filed2026-07-21

BSMR

INVESCO EXCH TRD SLF IDX FD

73.48%

Shares99.8K

Event2026-06-30

Filed2026-07-21

BSMQ

INVESCO EXCH TRD SLF IDX FD

-16.37%

Shares98.4K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES

9.73%

Shares25.4K

Event2026-06-30

Filed2026-07-21

BSMS

INVESCO EXCH TRD SLF IDX FD

64.79%

Shares94.1K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

47.03%

Shares5.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

-2.37%

Shares16.7K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

-1.50%

Shares22.2K

Event2026-06-30

Filed2026-07-21

SPDW

SPDR INDEX SHS FDS

-0.53%

Shares42.1K

Event2026-06-30

Filed2026-07-21

ARK ETF TR

-6.15%

Shares26.0K

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

-8.12%

Shares28.7K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-21

DVY

ISHARES TR

-0.57%

Shares13.1K

Event2026-06-30

Filed2026-07-21

ECL

ECOLAB INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-21

BKAG

BNY MELLON ETF TRUST

16.62%

Shares45.0K

Event2026-06-30

Filed2026-07-21

SPSM

SPDR SERIES TRUST

-7.58%

Shares32.0K

Event2026-06-30

Filed2026-07-21

IYR

ISHARES TR

-5.38%

Shares17.7K

Event2026-06-30

Filed2026-07-21

PEG

PUBLIC SVC ENTERPRISE GROUP

-8.86%

Shares21.9K

Event2026-06-30

Filed2026-07-21

AMCOR PLC

-3.45%

Shares40.8K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

3.69%

Shares19.1K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

8.72%

Shares20.5K

Event2026-06-30

Filed2026-07-21

TLH

ISHARES TR

22.76%

Shares16.5K

Event2026-06-30

Filed2026-07-21

CHUBB LIMITED

-3.92%

Shares4.7K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

-7.38%

Shares4.3K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

-3.12%

Shares7.1K

Event2026-06-30

Filed2026-07-21

RSPD

INVESCO EXCHANGE TRADED FD T

-14.67%

Shares26.9K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

-1.13%

Shares7.8K

Event2026-06-30

Filed2026-07-21

GVI

ISHARES TR

-33.34%

Shares13.9K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-0.36%

Shares2.0K

Event2026-06-30

Filed2026-07-21

FISERV INC

-29.02%

Shares28.8K

Event2026-06-30

Filed2026-07-21

IEF

ISHARES TR

193.76%

Shares14.9K

Event2026-06-30

Filed2026-07-21

QQQM

INVESCO EXCH TRADED FD TR II

5.89%

Shares4.6K

Event2026-06-30

Filed2026-07-21

IEI

ISHARES TR

6.39%

Shares11.7K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-21

WEC

WEC ENERGY GROUP INC

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

-47.08%

Shares8.0K

Event2026-06-30

Filed2026-07-21

XLE

SELECT SECTOR SPDR TR

20.51%

Shares23.2K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

0.17%

Shares9.1K

Event2026-06-30

Filed2026-07-21

MTD

METTLER TOLEDO INTERNATIONAL

-4.89%

Shares954

Event2026-06-30

Filed2026-07-21

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

-0.60%

Shares4.1K

Event2026-06-30

Filed2026-07-21

J P MORGAN EXCHANGE TRADED F

1.94%

Shares17.9K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

-45.28%

Shares7.4K

Event2026-06-30

Filed2026-07-21

GSEW

GOLDMAN SACHS ETF TR

-4.36%

Shares11.1K

Event2026-06-30

Filed2026-07-21

AZO

AUTOZONE INC

-11.96%

Shares324

Event2026-06-30

Filed2026-07-21

AFL

AFLAC INC

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-21

IBMQ

ISHARES TR

0.00%

Shares39.5K

Event2026-06-30

Filed2026-07-21

TGT

TARGET CORP

4.48%

Shares7.7K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.84%

Shares2.0K

Event2026-06-30

Filed2026-07-21

XLV

SELECT SECTOR SPDR TR

-8.73%

Shares5.7K

Event2026-06-30

Filed2026-07-21

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

BSCU

INVESCO EXCH TRD SLF IDX FD

-8.11%

Shares53.4K

Event2026-06-30

Filed2026-07-21

IUSG

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-21

3M CO

-58.91%

Shares5.3K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

279.12%

Shares10.6K

Event2026-06-30

Filed2026-07-21

XLC

SELECT SECTOR SPDR TR

-14.72%

Shares8.0K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

-1.01%

Shares3.9K

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD SCOTTSDALE FDS

18.43%

Shares10.3K

Event2026-06-30

Filed2026-07-21

DEERE & CO

102.30%

Shares1.3K

Event2026-06-30

Filed2026-07-21

RSPC

INVESCO EXCHANGE TRADED FD T

-1.74%

Shares23.6K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

SXI

STANDEX INTL CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

XLY

SELECT SECTOR SPDR TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

99.81%

Shares7.5K

Event2026-06-30

Filed2026-07-21

SPLV

INVESCO EXCH TRADED FD TR II

-1.25%

Shares10.2K

Event2026-06-30

Filed2026-07-21

SUB

ISHARES TR

-22.33%

Shares7.1K

Event2026-06-30

Filed2026-07-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

IJK

ISHARES TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

1.36%

Shares8.9K

Event2026-06-30

Filed2026-07-21

EDV

VANGUARD WORLD FD

-65.69%

Shares11.1K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

-13.81%

Shares1.2K

Event2026-06-30

Filed2026-07-21

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-21

ISHARES TR

0.69%

Shares7.3K

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

297.79%

Shares5.4K

Event2026-06-30

Filed2026-07-21

FMAR

FIRST TR EXCHNG TRADED FD VI

-4.33%

Shares12.7K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

-1.01%

Shares3.5K

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC

0.00%

Shares896

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

-9.96%

Shares1.2K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

491.42%

Shares6.9K

Event2026-06-30

Filed2026-07-21

DTE

DTE ENERGY CO

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-21

PSX

PHILLIPS 66

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

GWW

WW GRAINGER INC

0.00%

Shares420

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD INDEX FDS

-0.68%

Shares2.4K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

-26.92%

Shares475

Event2026-06-30

Filed2026-07-21

MOAT

VANECK ETF TRUST

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-21

BFC

BANK FIRST CORP

-6.01%

Shares3.5K

Event2026-06-30

Filed2026-07-21

FMB

1FIRST TR EXCH TRADED FD III

0.50%

Shares10.1K

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

-14.82%

Shares9.0K

Event2026-06-30

Filed2026-07-21

DGRW

WISDOMTREE TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO

-2.72%

Shares1.4K

Event2026-06-30

Filed2026-07-21

MCO

MOODYS CORP

-7.89%

Shares1.1K

Event2026-06-30

Filed2026-07-21

BROOKFIELD CORP

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-21

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

BKNG

BOOKING HOLDINGS INC

779.39%

Shares2.6K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL-MYERS SQUIBB CO

-6.93%

Shares7.7K

Event2026-06-30

Filed2026-07-21

TMUS

T-MOBILE US INC

-2.38%

Shares2.6K

Event2026-06-30

Filed2026-07-21

LNT

ALLIANT ENERGY CORP

-1.97%

Shares5.5K

Event2026-06-30

Filed2026-07-21

BSCS

INVESCO EXCH TRD SLF IDX FD

-27.07%

Shares19.8K

Event2026-06-30

Filed2026-07-21

ESGV

VANGUARD WORLD FD

-3.20%

Shares3.0K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS

-3.36%

Shares2.4K

Event2026-06-30

Filed2026-07-21

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-21

EVEREST GROUP LTD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

ALL

ALLSTATE CORP

-12.99%

Shares1.5K

Event2026-06-30

Filed2026-07-21

VPU

VANGUARD WORLD FD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

SCHA

SCHWAB STRATEGIC TR

-0.87%

Shares8.8K

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

VMC

VULCAN MATLS CO

-18.64%

Shares1.0K

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

-15.28%

Shares937

Event2026-06-30

Filed2026-07-21

TRAVELERS COMPANIES INC

0.00%

Shares880

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD WORLD FD

400.00%

Shares3.3K

Event2026-06-30

Filed2026-07-21

FAPR

FIRST TR EXCHNG TRADED FD VI

-2.99%

Shares6.2K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

CONSTELLATION BRANDS INC

-24.28%

Shares2.0K

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY INC

New

Shares950

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

-4.77%

Shares1.4K

Event2026-06-30

Filed2026-07-21

GILD

GILEAD SCIENCES INC

39.81%

Shares2.2K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-21

ROST

ROSS STORES INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

BLACKSTONE INC

-0.83%

Shares2.3K

Event2026-06-30

Filed2026-07-21

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

UNILEVER PLC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

FAST

FASTENAL CO

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-21

CTA

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-21

COLGATE PALMOLIVE CO

-1.84%

Shares2.8K

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

ACCENTURE PLC IRELAND

-49.67%

Shares2.0K

Event2026-06-30

Filed2026-07-21

CREATIVE MEDIA & CMNTY TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-21

AT&T INC

1.94%

Shares11.8K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

32.38%

Shares650

Event2026-06-30

Filed2026-07-21

IBMP

ISHARES TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-21

SHEL

SHELL PLC

3.78%

Shares3.1K

Event2026-06-30

Filed2026-07-21

ASML

ASML HLDG NV

New

Shares118

Event2026-06-30

Filed2026-07-21

FFEB

FIRST TR EXCHNG TRADED FD VI

-8.50%

Shares3.8K

Event2026-06-30

Filed2026-07-21

XLP

SELECT SECTOR SPDR TR

-1.60%

Shares2.8K

Event2026-06-30

Filed2026-07-21

ORLY

OREILLY AUTOMOTIVE INC

-25.53%

Shares2.5K

Event2026-06-30

Filed2026-07-21

CPRT

COPART INC

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-21

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares20.7K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

7.11%

Shares5.3K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

New

Shares2.2K

Event2026-06-30

Filed2026-07-21

XLI

SELECT SECTOR SPDR TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

NMRA

NEUMORA THERAPEUTICS INC.

31.58%

Shares25.0K

Event2026-06-30

Filed2026-07-21

AKBA

AKEBIA THREAPEUTICS INC

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

LLY Put Put1ELI LILLY & CO6.0K sharesnew addition2026-06-302026-07-21

WFC Put PutWELLS FARGO & CO78.7K shares0.00%2026-06-302026-07-21

AAPL Put Put1APPLE INC6.5K shares0.00%2026-06-302026-07-21

MSFT Put PutMICROSOFT CORP700 shares0.00%2026-06-302026-07-21

LLY Put

1ELI LILLY & CO

New

Shares6.0K

Event2026-06-30

Filed2026-07-21

WFC Put

WELLS FARGO & CO

0.00%

Shares78.7K

Event2026-06-30

Filed2026-07-21

AAPL Put

1APPLE INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-21

MSFT Put

MICROSOFT CORP

0.00%

Shares700

Event2026-06-30

Filed2026-07-21