Sponsored

The Analysis of Cascade Financial Partners, LLC's Holdings & P&L

Currently, Cascade Financial Partners, LLC holds 279 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in MGK (+151.3K shares, valued at $13.3M), VO (+71.1K shares, valued at $5.7M), MUB (+37.7K shares, valued at $4.1M); decreased their positions in BNL (-149.7K shares, valued at $3.1M), N/A (-1.3K shares, valued at $1.0M), AMD (-1.6K shares, valued at $949.2K); initiated new positions in N/A (+2.9K shares, valued at $997.7K), NAC (+80.0K shares, valued at $969.0K), NXP (+63.0K shares, valued at $901.9K).

1M P&L

-3.1M-0.30%

3M P&L

+32.8M+3.31%

HY P&L

+3.9M+0.38%

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/A520.0M

50.2%

2Drug Manufacturers - General289.6M

27.9%

3Consumer Electronics54.5M

5.3%

Top Industries by Stock Count

1N/A152 stocks

61.5%

2Semiconductors7 stocks

2.8%

3Oil & Gas Midstream7 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LLY ELI LILLY & CO236.7K shares0.01%2026-06-302026-08-04

AAPL APPLE INC188.5K shares-0.69%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS599.8K shares-2.15%2026-06-302026-08-04

ISHARES TR ISHARES TR49.0K shares7.53%2026-06-302026-08-04

WISDOMTREE TR WISDOMTREE TR307.5K shares14.09%2026-06-302026-08-04

IEMG ISHARES INC235.3K shares0.92%2026-06-302026-08-04

NVDA NVIDIA CORPORATION92.3K shares-1.05%2026-06-302026-08-04

RVTY REVVITY INC162.7K shares0.00%2026-06-302026-08-04

Sponsored

TIP ISHARES TR164.7K shares19.74%2026-06-302026-08-04

PEP PEPSICO INC129.3K shares-1.75%2026-06-302026-08-04

ISHG ISHARES TR227.2K shares13.30%2026-06-302026-08-04

SPMD SPDR SERIES TRUST247.5K shares4.03%2026-06-302026-08-04

MGK VANGUARD WORLD FD187.9K shares413.06%2026-06-302026-08-04

AMZN AMAZON COM INC68.9K shares-1.35%2026-06-302026-08-04

IEI ISHARES TR133.5K shares19.66%2026-06-302026-08-04

TLH ISHARES TR154.3K shares22.44%2026-06-302026-08-04

Sponsored

SPDW SPDR INDEX SHS FDS289.5K shares-0.04%2026-06-302026-08-04

SPEM SPDR INDEX SHS FDS269.5K shares8.42%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS35.5K shares-0.53%2026-06-302026-08-04

MBB ISHARES TR135.0K shares38.15%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS42.0K shares-0.01%2026-06-302026-08-04

PAVE GLOBAL X FDS167.1K shares6.61%2026-06-302026-08-04

DGS WISDOMTREE TR151.6K shares5.23%2026-06-302026-08-04

MUB ISHARES TR84.9K shares79.81%2026-06-302026-08-04

Sponsored

SHYG ISHARES TR215.1K shares3.71%2026-06-302026-08-04

AVUV AMERICAN CENTY ETF TR72.0K shares16.99%2026-06-302026-08-04

MSFT MICROSOFT CORP23.4K shares1.20%2026-06-302026-08-04

AVES AMERICAN CENTY ETF TR132.3K shares21.72%2026-06-302026-08-04

TSLA TESLA INC20.3K shares1.09%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL16.4K shares0.28%2026-06-302026-08-04

SHY ISHARES TR99.7K shares6.17%2026-06-302026-08-04

SPIB SPDR SERIES TRUST237.9K shares17.82%2026-06-302026-08-04

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC10.2K shares-11.41%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS48.9K shares0.52%2026-06-302026-08-04

VO VANGUARD INDEX FDS94.8K shares299.85%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC16.0K shares0.57%2026-06-302026-08-04

EFA ISHARES TR72.9K shares32.35%2026-06-302026-08-04

AIRR FIRST TR EXCHANGE TRADED FD56.6K shares1.85%2026-06-302026-08-04

AVLV AMERICAN CENTY ETF TR78.4K shares25.22%2026-06-302026-08-04

VV VANGUARD INDEX FDS20.7K shares-0.82%2026-06-302026-08-04

Sponsored

DEM WISDOMTREE TR129.3K shares1.53%2026-06-302026-08-04

SUB ISHARES TR63.6K shares29.78%2026-06-302026-08-04

DES WISDOMTREE TR157.7K shares-1.34%2026-06-302026-08-04

GOOGL ALPHABET INC17.6K shares-1.86%2026-06-302026-08-04

DGRO ISHARES TR81.7K shares-0.24%2026-06-302026-08-04

GOOG ALPHABET INC16.1K shares-2.76%2026-06-302026-08-04

SCZ ISHARES TR68.7K shares3.38%2026-06-302026-08-04

REGL PROSHARES TR61.1K shares8.25%2026-06-302026-08-04

Sponsored

VFH VANGUARD WORLD FD42.3K shares11.57%2026-06-302026-08-04

VTEB VANGUARD MUN BD FDS108.2K shares-0.18%2026-06-302026-08-04

AVDV AMERICAN CENTY ETF TR53.0K shares15.13%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC8.8K shares-0.28%2026-06-302026-08-04

IDEV ISHARES TR55.1K shares-0.51%2026-06-302026-08-04

MLPA GLOBAL X FDS91.8K shares-3.24%2026-06-302026-08-04

DON WISDOMTREE TR85.5K shares-0.58%2026-06-302026-08-04

DFAS DIMENSIONAL ETF TRUST55.6K shares-1.52%2026-06-302026-08-04

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-06-302026-08-04

BNL BROADSTONE NET LEASE INC207.0K shares-41.97%2026-06-302026-08-04

QQQ INVESCO QQQ TR5.8K shares-3.12%2026-06-302026-08-04

SCHE SCHWAB STRATEGIC TR115.9K shares-0.97%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.3K shares-0.90%2026-06-302026-08-04

IDV ISHARES TR87.4K shares8.12%2026-06-302026-08-04

NYF ISHARES TR62.5K shares8.28%2026-06-302026-08-04

VNQ VANGUARD INDEX FDS34.7K shares-0.62%2026-06-302026-08-04

Sponsored

VOE VANGUARD INDEX FDS16.7K shares-2.38%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC5.2K shares-23.80%2026-06-302026-08-04

ESGU ISHARES TR18.5K shares0.00%2026-06-302026-08-04

IWF ISHARES TR24.2K shares361.67%2026-06-302026-08-04

EWX SPDR INDEX SHS FDS40.4K shares0.00%2026-06-302026-08-04

ITOT ISHARES TR17.9K shares0.00%2026-06-302026-08-04

BK BANK OF NY MELLON CORP19.5K shares-0.84%2026-06-302026-08-04

AVDE AMERICAN CENTY ETF TR31.0K shares-1.88%2026-06-302026-08-04

Sponsored

VWO VANGUARD INTL EQUITY INDEX F46.2K shares3.90%2026-06-302026-08-04

ALPS ETF TR ALPS ETF TR52.3K shares-0.35%2026-06-302026-08-04

SPDR SERIES TRUST SPDR SERIES TRUST29.3K shares3.25%2026-06-302026-08-04

ISHARES TR ISHARES TR26.6K shares10.73%2026-06-302026-08-04

DVY ISHARES TR14.7K shares0.00%2026-06-302026-08-04

SPG SIMON PPTY GROUP INC NEW10.1K shares21.77%2026-06-302026-08-04

DGRW WISDOMTREE TR23.4K shares-1.70%2026-06-302026-08-04

DFAT DIMENSIONAL ETF TRUST31.9K shares-2.07%2026-06-302026-08-04

Sponsored

ITW ILLINOIS TOOL WKS INC8.2K shares-4.95%2026-06-302026-08-04

STAG STAG INDUSTRIAL INC57.8K shares27.11%2026-06-302026-08-04

MOAT VANECK ETF TRUST19.5K shares0.00%2026-06-302026-08-04

EQR EQUITY RESIDENTIAL28.7K shares34.42%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON7.6K shares-6.76%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS6.8K shares0.19%2026-06-302026-08-04

VOO VANGUARD INDEX FDS2.8K shares1.87%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.0K shares0.89%2026-06-302026-08-04

Sponsored

MRK MERCK & CO INC14.7K shares0.55%2026-06-302026-08-04

SCHH SCHWAB STRATEGIC TR78.6K shares-9.65%2026-06-302026-08-04

GLD SPDR GOLD TR4.9K shares0.37%2026-06-302026-08-04

TXN TEXAS INSTRS INC5.9K shares-22.14%2026-06-302026-08-04

VB VANGUARD INDEX FDS5.7K shares-3.04%2026-06-302026-08-04

BROADCOM INC BROADCOM INC4.5K shares7.52%2026-06-302026-08-04

EPD ENTERPRISE PRODS PARTNERS L46.6K shares-2.09%2026-06-302026-08-04

VCIT VANGUARD SCOTTSDALE FDS19.7K shares-19.51%2026-06-302026-08-04

Sponsored

DLN WISDOMTREE TR16.2K shares0.00%2026-06-302026-08-04

NEXTERA ENERGY INC NEXTERA ENERGY INC17.6K shares-3.29%2026-06-302026-08-04

VXF VANGUARD INDEX FDS6.2K shares-0.53%2026-06-302026-08-04

O REALTY INCOME CORP24.2K shares14.97%2026-06-302026-08-04

IYF ISHARES TR11.0K shares0.00%2026-06-302026-08-04

ET ENERGY TRANSFER L P72.6K shares0.78%2026-06-302026-08-04

ESGD ISHARES TR13.4K shares13.60%2026-06-302026-08-04

AFL AFLAC INC11.5K shares-3.52%2026-06-302026-08-04

Sponsored

IFRA ISHARES TR21.4K shares-0.93%2026-06-302026-08-04

SPSB SPDR SERIES TRUST42.9K shares-9.20%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.9K shares-1.46%2026-06-302026-08-04

SCHM SCHWAB STRATEGIC TR34.6K shares-1.70%2026-06-302026-08-04

TM TOYOTA MOTOR CORP7.4K shares0.00%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC1.1K shares-3.13%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.4K shares1.83%2026-06-302026-08-04

ESML ISHARES TR22.0K shares0.00%2026-06-302026-08-04

Sponsored

CSX CSX CORP25.0K shares-4.78%2026-06-302026-08-04

IAU ISHARES GOLD TR15.5K shares0.08%2026-06-302026-08-04

PSCT INVESCO EXCH TRADED FD TR II12.6K shares-11.30%2026-06-302026-08-04

IWD ISHARES TR4.7K shares37.95%2026-06-302026-08-04

RSP INVESCO EXCHANGE TRADED FD T5.3K shares0.00%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC9.2K shares-8.31%2026-06-302026-08-04

SHYD VANECK ETF TRUST46.7K shares0.00%2026-06-302026-08-04

NUEM NUSHARES ETF TR25.0K shares0.00%2026-06-302026-08-04

Sponsored

IWN ISHARES TR4.7K shares0.00%2026-06-302026-08-04

INTC INTEL CORP7.4K shares12.17%2026-06-302026-08-04

PPA INVESCO EXCHANGE TRADED FD T5.7K shares0.00%2026-06-302026-08-04

CHUBB LIMITED CHUBB LIMITED2.9K sharesnew addition2026-06-302026-08-04

HD HOME DEPOT INC2.8K shares-2.59%2026-06-302026-08-04

MPLX MPLX LP17.6K shares0.00%2026-06-302026-08-04

ROK ROCKWELL AUTOMATION INC2.0K shares0.31%2026-06-302026-08-04

NAC NUVEEN CA DIVI ADV MUN80.0K sharesnew addition2026-06-302026-08-04

Sponsored

RTX CORPORATION RTX CORPORATION5.0K shares-1.59%2026-06-302026-08-04

SMDV PROSHARES TR12.1K shares4.57%2026-06-302026-08-04

SCHF SCHWAB STRATEGIC TR33.3K shares-10.85%2026-06-302026-08-04

IWM ISHARES TR3.0K shares-6.21%2026-06-302026-08-04

STIP ISHARES TR8.8K shares-8.96%2026-06-302026-08-04

NXP NUVEEN SELECT TAX-FREE INCOM63.0K sharesnew addition2026-06-302026-08-04

SCHX SCHWAB STRATEGIC TR30.6K shares-5.13%2026-06-302026-08-04

FCAL FIRST TR EXCH TRADED FD III18.1K sharesnew addition2026-06-302026-08-04

Sponsored

BNO UNITED STS BRENT OIL FD LP22.0K sharesnew addition2026-06-302026-08-04

EEM ISHARES TR13.0K shares0.00%2026-06-302026-08-04

SHLD GLOBAL X FDS14.8K shares0.00%2026-06-302026-08-04

DVYE ISHARES INC26.6K shares0.00%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.12.0K shares4.45%2026-06-302026-08-04

SDY SPDR SERIES TRUST5.2K shares-2.91%2026-06-302026-08-04

MDY STATE STR SPDR S&P MIDCAP 401.1K shares-5.02%2026-06-302026-08-04

XLF SELECT SECTOR SPDR TR14.3K shares0.00%2026-06-302026-08-04

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC6.5K shares-7.42%2026-06-302026-08-04

XLP SELECT SECTOR SPDR TR9.0K shares0.00%2026-06-302026-08-04

JEPI J P MORGAN EXCHANGE TRADED F13.2K shares0.00%2026-06-302026-08-04

PANW PALO ALTO NETWORKS INC2.2K shares2.68%2026-06-302026-08-04

UNP UNION PAC CORP2.7K shares-3.77%2026-06-302026-08-04

MMC MARSH & MCLENNAN COS INC4.5K shares0.77%2026-06-302026-08-04

NVS NOVARTIS AG4.7K shares0.00%2026-06-302026-08-04

XLRE SELECT SECTOR SPDR TR16.3K shares0.34%2026-06-302026-08-04

Sponsored

BAC BANK OF AMER CORP12.5K shares12.49%2026-06-302026-08-04

IUSV ISHARES TR6.2K shares0.00%2026-06-302026-08-04

CAT CATERPILLAR INC631 shares-2.47%2026-06-302026-08-04

CR CRANE COMPANY2.9K shares0.00%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.6K shares-4.48%2026-06-302026-08-04

VUG VANGUARD INDEX FDS7.6K shares494.68%2026-06-302026-08-04

VYMI VANGUARD WHITEHALL FDS6.6K shares0.00%2026-06-302026-08-04

PFE PFIZER INC26.6K shares0.35%2026-06-302026-08-04

Sponsored

ABBVIE INC ABBVIE INC2.5K shares1.94%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC874 shares-27.11%2026-06-302026-08-04

TPL TEXAS PACIFIC LAND CORPORATI1.4K shares-6.67%2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC6.0K shares81.84%2026-06-302026-08-04

BND VANGUARD BD INDEX FDS8.1K shares-6.03%2026-06-302026-08-04

VBR VANGUARD INDEX FDS2.4K shares0.00%2026-06-302026-08-04

MCD MCDONALDS CORP2.1K shares-8.93%2026-06-302026-08-04

SCHA SCHWAB STRATEGIC TR15.9K shares1.86%2026-06-302026-08-04

Sponsored

PAA PLAINS ALL AMERN PIPELINE L25.7K shares0.00%2026-06-302026-08-04

VISA INC VISA INC1.6K shares1.79%2026-06-302026-08-04

EWC ISHARES INC9.1K sharesnew addition2026-06-302026-08-04

IJR ISHARES TR3.5K shares-3.37%2026-06-302026-08-04

FLOT ISHARES TR10.1K shares6.53%2026-06-302026-08-04

PSCH INVESCO EXCH TRADED FD TR II9.4K shares-11.68%2026-06-302026-08-04

PH PARKER-HANNIFIN CORP498 shares0.00%2026-06-302026-08-04

T AT&T INC23.4K shares-1.27%2026-06-302026-08-04

Sponsored

VANECK ETF TRUST VANECK ETF TRUST6.4K shares-12.90%2026-06-302026-08-04

EPI WISDOMTREE TR11.2K shares4.67%2026-06-302026-08-04

UHAL.B U HAUL HOLDING COMPANY8.3K sharesnew addition2026-06-302026-08-04

KO COCA COLA CO5.8K shares-0.68%2026-06-302026-08-04

ETFS GOLD TR ETFS GOLD TR12.4K shares0.00%2026-06-302026-08-04

LRCX LAM RESEARCH CORP1.1K shares7.04%2026-06-302026-08-04

AMGN AMGEN INC1.3K shares1.58%2026-06-302026-08-04

IWP ISHARES TR3.1K shares21.05%2026-06-302026-08-04

Sponsored

MO ALTRIA GROUP INC6.4K shares-64.79%2026-06-302026-08-04

IWS ISHARES TR2.7K shares10.46%2026-06-302026-08-04

ISHARES TR ISHARES TR4.6K shares0.00%2026-06-302026-08-04

WFC WELLS FARGO & CO5.4K shares-5.09%2026-06-302026-08-04

EMXC ISHARES INC4.3K shares31.90%2026-06-302026-08-04

EEMS ISHARES INC5.8K shares0.00%2026-06-302026-08-04

MORT VANECK ETF TRUST41.9K shares-27.53%2026-06-302026-08-04

DFEM DIMENSIONAL ETF TRUST10.5K shares0.00%2026-06-302026-08-04

Sponsored

LMT LOCKHEED MARTIN CORP831 shares0.48%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC418 shares69.92%2026-06-302026-08-04

VICR VICOR CORP1.1K sharesnew addition2026-06-302026-08-04

SPYV SPDR SERIES TRUST6.6K shares6.65%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR12.6K shares0.00%2026-06-302026-08-04

EMR EMERSON ELEC CO2.8K shares-3.64%2026-06-302026-08-04

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F6.4K shares23.09%2026-06-302026-08-04

WES WESTERN MIDSTREAM PARTNERS L8.9K shares0.00%2026-06-302026-08-04

Sponsored

SOXX ISHARES TR600 sharesnew addition2026-06-302026-08-04

QCOM QUALCOMM INC2.0K shares-2.12%2026-06-302026-08-04

IJH ISHARES TR4.8K shares2.78%2026-06-302026-08-04

LIN LINDE PLC711 shares3.19%2026-06-302026-08-04

ORACLE CORP ORACLE CORP2.5K shares9.72%2026-06-302026-08-04

GEV GE VERNOVA INC311 shares6.87%2026-06-302026-08-04

PGX INVESCO EXCH TRADED FD TR II33.0K shares-14.34%2026-06-302026-08-04

BA BOEING CO1.6K shares7.03%2026-06-302026-08-04

Sponsored

CVX CHEVRON CORPORATION2.1K shares-20.04%2026-06-302026-08-04

UMI USCF ETF TR6.0K shares-14.20%2026-06-302026-08-04

VGT VANGUARD WORLD FD2.9K shares700.00%2026-06-302026-08-04

VGK VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2026-06-302026-08-04

AIQ GLOBAL X FDS5.2K shares-62.01%2026-06-302026-08-04

PG PROCTER & GAMBLE CO2.3K shares3.63%2026-06-302026-08-04

SHM SPDR SERIES TRUST6.9K shares-5.68%2026-06-302026-08-04

AVIV AMERICAN CENTY ETF TR4.2K shares0.00%2026-06-302026-08-04

Sponsored

HASI HA SUSTAINABLE INFRA CAP INC8.4K shares0.00%2026-06-302026-08-04

VRT VERTIV HOLDINGS CO971 shares0.00%2026-06-302026-08-04

KRE SPDR SERIES TRUST4.3K shares-10.85%2026-06-302026-08-04

BBCA J P MORGAN EXCHANGE TRADED F3.2K sharesnew addition2026-06-302026-08-04

DGRS WISDOMTREE TR5.4K shares0.00%2026-06-302026-08-04

REM ISHARES TR14.4K shares0.00%2026-06-302026-08-04

DIM WISDOMTREE TR3.6K shares0.00%2026-06-302026-08-04

ONEY SPDR SERIES TRUST2.4K shares0.00%2026-06-302026-08-04

Sponsored

ARTY ISHARES TR4.0K sharesnew addition2026-06-302026-08-04

ORLY OREILLY AUTOMOTIVE INC3.2K shares0.94%2026-06-302026-08-04

IAGG ISHARES TR5.8K shares0.00%2026-06-302026-08-04

MDLZ MONDELEZ INTL INC5.1K shares0.00%2026-06-302026-08-04

ILMN ILLUMINA INC1.7K shares0.00%2026-06-302026-08-04

PZT INVESCO EXCH TRADED FD TR II12.6K shares21.97%2026-06-302026-08-04

TFC TRUIST FINL CORP5.7K shares1.74%2026-06-302026-08-04

YUM YUM BRANDS INC1.8K shares0.40%2026-06-302026-08-04

Sponsored

VZ VERIZON COMMUNICATIONS INC6.7K shares-5.41%2026-06-302026-08-04

BLK BLACKROCK INC291 shares-5.52%2026-06-302026-08-04

CL COLGATE PALMOLIVE CO3.1K shares0.00%2026-06-302026-08-04

NSC NORFOLK SOUTHN CORP869 shares0.58%2026-06-302026-08-04

BKLN INVESCO EXCH TRADED FD TR II13.4K shares0.00%2026-06-302026-08-04

SJNK SPDR SERIES TRUST10.9K sharesnew addition2026-06-302026-08-04

GD GENERAL DYNAMICS CORP769 shares1.32%2026-06-302026-08-04

BE BLOOM ENERGY CORP895 sharesnew addition2026-06-302026-08-04

Sponsored

SMH VANECK ETF TRUST413 sharesnew addition2026-06-302026-08-04

WTAI WISDOMTREE TR5.7K sharesnew addition2026-06-302026-08-04

SPYD SPDR SERIES TRUST5.5K shares0.00%2026-06-302026-08-04

DVA DAVITA INC1.2K sharesnew addition2026-06-302026-08-04

CGBD CARLYLE SECURED LENDING INC24.6K sharesnew addition2026-06-302026-08-04

C CITIGROUP INC1.8K shares-5.44%2026-06-302026-08-04

AMERIPRISE FINL INC AMERIPRISE FINL INC554 shares0.18%2026-06-302026-08-04

EBAY EBAY INC.2.2K shares1.27%2026-06-302026-08-04

Sponsored

ETN EATON CORP PLC579 shares-16.81%2026-06-302026-08-04

BIZD VANECK ETF TRUST19.3K shares2.66%2026-06-302026-08-04

HDV ISHARES TR8.9K shares400.00%2026-06-302026-08-04

HTGC HERCULES CAPITAL INC15.3K shares0.00%2026-06-302026-08-04

IWC ISHARES TR1.2K sharesnew addition2026-06-302026-08-04

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-06-302026-08-04

TJX TJX COS INC NEW1.6K shares1.77%2026-06-302026-08-04

IBKR INTERACTIVE BROKERS GROUP IN2.7K sharesnew addition2026-06-302026-08-04

Sponsored

HESM HESS MIDSTREAM LP6.2K shares0.00%2026-06-302026-08-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.9K shares-10.73%2026-06-302026-08-04

SIXG ETF SER SOLUTIONS2.4K sharesnew addition2026-06-302026-08-04

PWRD TCW ETF TRUST1.8K sharesnew addition2026-06-302026-08-04

PDP INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2026-06-302026-08-04

ACWI ISHARES TR1.4K sharesnew addition2026-06-302026-08-04

PGR PROGRESSIVE CORP995 sharesnew addition2026-06-302026-08-04

SUSL ISHARES TR1.6K sharesnew addition2026-06-302026-08-04

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD1.6K sharesnew addition2026-06-302026-08-04

CNQ CANADIAN NAT RES LTD MED TER5.4K shares-14.15%2026-06-302026-08-04

ASTRAZENECA PLC ASTRAZENECA PLC1.1K shares1.00%2026-06-302026-08-04

IWO ISHARES TR533 sharesnew addition2026-06-302026-08-04

OKE ONEOK INC NEW2.4K shares0.42%2026-06-302026-08-04

ESGV VANGUARD WORLD FD1.6K sharesnew addition2026-06-302026-08-04

EWY ISHARES INC1.0K sharesnew addition2026-06-302026-08-04

GBTC GRAYSCALE BITCOIN TRUST ETF4.4K sharesnew addition2026-06-302026-08-04

Sponsored

EXK ENDEAVOUR SILVER CORP17.0K shares15.65%2026-06-302026-08-04

BOF BRANCHOUT FOOD INC25.0K shares0.00%2026-06-302026-08-04

FBLG FIBROBIOLOGICS INC108.8K shares562.45%2026-06-302026-08-04

OPK OPKO HEALTH INC66.5K shares0.00%2026-06-302026-08-04

JQC NUVEEN CR STRATEGIES INCOME10.3K shares0.00%2026-06-302026-08-04

RC READY CAPITAL CORP24.5K shares0.00%2026-06-302026-08-04

PLX PROTALIX BIOTHERAPEUTICS INC12.0K shares0.00%2026-06-302026-08-04

LLY

ELI LILLY & CO

0.01%

Shares236.7K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

-0.69%

Shares188.5K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-2.15%

Shares599.8K

Event2026-06-30

Filed2026-08-04

ISHARES TR

7.53%

Shares49.0K

Event2026-06-30

Filed2026-08-04

WISDOMTREE TR

14.09%

Shares307.5K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

0.92%

Shares235.3K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

-1.05%

Shares92.3K

Event2026-06-30

Filed2026-08-04

RVTY

REVVITY INC

0.00%

Shares162.7K

Event2026-06-30

Filed2026-08-04

TIP

ISHARES TR

19.74%

Shares164.7K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

-1.75%

Shares129.3K

Event2026-06-30

Filed2026-08-04

ISHG

ISHARES TR

13.30%

Shares227.2K

Event2026-06-30

Filed2026-08-04

SPMD

SPDR SERIES TRUST

4.03%

Shares247.5K

Event2026-06-30

Filed2026-08-04

MGK

VANGUARD WORLD FD

413.06%

Shares187.9K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

-1.35%

Shares68.9K

Event2026-06-30

Filed2026-08-04

IEI

ISHARES TR

19.66%

Shares133.5K

Event2026-06-30

Filed2026-08-04

TLH

ISHARES TR

22.44%

Shares154.3K

Event2026-06-30

Filed2026-08-04

SPDW

SPDR INDEX SHS FDS

-0.04%

Shares289.5K

Event2026-06-30

Filed2026-08-04

SPEM

SPDR INDEX SHS FDS

8.42%

Shares269.5K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-0.53%

Shares35.5K

Event2026-06-30

Filed2026-08-04

MBB

ISHARES TR

38.15%

Shares135.0K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

-0.01%

Shares42.0K

Event2026-06-30

Filed2026-08-04

PAVE

GLOBAL X FDS

6.61%

Shares167.1K

Event2026-06-30

Filed2026-08-04

DGS

WISDOMTREE TR

5.23%

Shares151.6K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

79.81%

Shares84.9K

Event2026-06-30

Filed2026-08-04

SHYG

ISHARES TR

3.71%

Shares215.1K

Event2026-06-30

Filed2026-08-04

AVUV

AMERICAN CENTY ETF TR

16.99%

Shares72.0K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

1.20%

Shares23.4K

Event2026-06-30

Filed2026-08-04

AVES

AMERICAN CENTY ETF TR

21.72%

Shares132.3K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

1.09%

Shares20.3K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.28%

Shares16.4K

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

6.17%

Shares99.7K

Event2026-06-30

Filed2026-08-04

SPIB

SPDR SERIES TRUST

17.82%

Shares237.9K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

-11.41%

Shares10.2K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

0.52%

Shares48.9K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

299.85%

Shares94.8K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.57%

Shares16.0K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

32.35%

Shares72.9K

Event2026-06-30

Filed2026-08-04

AIRR

FIRST TR EXCHANGE TRADED FD

1.85%

Shares56.6K

Event2026-06-30

Filed2026-08-04

AVLV

AMERICAN CENTY ETF TR

25.22%

Shares78.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-0.82%

Shares20.7K

Event2026-06-30

Filed2026-08-04

DEM

WISDOMTREE TR

1.53%

Shares129.3K

Event2026-06-30

Filed2026-08-04

SUB

ISHARES TR

29.78%

Shares63.6K

Event2026-06-30

Filed2026-08-04

DES

WISDOMTREE TR

-1.34%

Shares157.7K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-1.86%

Shares17.6K

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

-0.24%

Shares81.7K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

-2.76%

Shares16.1K

Event2026-06-30

Filed2026-08-04

SCZ

ISHARES TR

3.38%

Shares68.7K

Event2026-06-30

Filed2026-08-04

REGL

PROSHARES TR

8.25%

Shares61.1K

Event2026-06-30

Filed2026-08-04

VFH

VANGUARD WORLD FD

11.57%

Shares42.3K

Event2026-06-30

Filed2026-08-04

VTEB

VANGUARD MUN BD FDS

-0.18%

Shares108.2K

Event2026-06-30

Filed2026-08-04

AVDV

AMERICAN CENTY ETF TR

15.13%

Shares53.0K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

-0.28%

Shares8.8K

Event2026-06-30

Filed2026-08-04

IDEV

ISHARES TR

-0.51%

Shares55.1K

Event2026-06-30

Filed2026-08-04

MLPA

GLOBAL X FDS

-3.24%

Shares91.8K

Event2026-06-30

Filed2026-08-04

DON

WISDOMTREE TR

-0.58%

Shares85.5K

Event2026-06-30

Filed2026-08-04

DFAS

DIMENSIONAL ETF TRUST

-1.52%

Shares55.6K

Event2026-06-30

Filed2026-08-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-06-30

Filed2026-08-04

BNL

BROADSTONE NET LEASE INC

-41.97%

Shares207.0K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

-3.12%

Shares5.8K

Event2026-06-30

Filed2026-08-04

SCHE

SCHWAB STRATEGIC TR

-0.97%

Shares115.9K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

-0.90%

Shares5.3K

Event2026-06-30

Filed2026-08-04

IDV

ISHARES TR

8.12%

Shares87.4K

Event2026-06-30

Filed2026-08-04

NYF

ISHARES TR

8.28%

Shares62.5K

Event2026-06-30

Filed2026-08-04

VNQ

VANGUARD INDEX FDS

-0.62%

Shares34.7K

Event2026-06-30

Filed2026-08-04

VOE

VANGUARD INDEX FDS

-2.38%

Shares16.7K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

-23.80%

Shares5.2K

Event2026-06-30

Filed2026-08-04

ESGU

ISHARES TR

0.00%

Shares18.5K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

361.67%

Shares24.2K

Event2026-06-30

Filed2026-08-04

EWX

SPDR INDEX SHS FDS

0.00%

Shares40.4K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

0.00%

Shares17.9K

Event2026-06-30

Filed2026-08-04

BANK OF NY MELLON CORP

-0.84%

Shares19.5K

Event2026-06-30

Filed2026-08-04

AVDE

AMERICAN CENTY ETF TR

-1.88%

Shares31.0K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

3.90%

Shares46.2K

Event2026-06-30

Filed2026-08-04

ALPS ETF TR

-0.35%

Shares52.3K

Event2026-06-30

Filed2026-08-04

SPDR SERIES TRUST

3.25%

Shares29.3K

Event2026-06-30

Filed2026-08-04

ISHARES TR

10.73%

Shares26.6K

Event2026-06-30

Filed2026-08-04

DVY

ISHARES TR

0.00%

Shares14.7K

Event2026-06-30

Filed2026-08-04

SPG

SIMON PPTY GROUP INC NEW

21.77%

Shares10.1K

Event2026-06-30

Filed2026-08-04

DGRW

WISDOMTREE TR

-1.70%

Shares23.4K

Event2026-06-30

Filed2026-08-04

DFAT

DIMENSIONAL ETF TRUST

-2.07%

Shares31.9K

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

-4.95%

Shares8.2K

Event2026-06-30

Filed2026-08-04

STAG

STAG INDUSTRIAL INC

27.11%

Shares57.8K

Event2026-06-30

Filed2026-08-04

MOAT

VANECK ETF TRUST

0.00%

Shares19.5K

Event2026-06-30

Filed2026-08-04

EQR

EQUITY RESIDENTIAL

34.42%

Shares28.7K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

-6.76%

Shares7.6K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

0.19%

Shares6.8K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

1.87%

Shares2.8K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

0.89%

Shares2.0K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

0.55%

Shares14.7K

Event2026-06-30

Filed2026-08-04

SCHH

SCHWAB STRATEGIC TR

-9.65%

Shares78.6K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

0.37%

Shares4.9K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

-22.14%

Shares5.9K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-3.04%

Shares5.7K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

7.52%

Shares4.5K

Event2026-06-30

Filed2026-08-04

EPD

ENTERPRISE PRODS PARTNERS L

-2.09%

Shares46.6K

Event2026-06-30

Filed2026-08-04

VCIT

VANGUARD SCOTTSDALE FDS

-19.51%

Shares19.7K

Event2026-06-30

Filed2026-08-04

DLN

WISDOMTREE TR

0.00%

Shares16.2K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

-3.29%

Shares17.6K

Event2026-06-30

Filed2026-08-04

VXF

VANGUARD INDEX FDS

-0.53%

Shares6.2K

Event2026-06-30

Filed2026-08-04

REALTY INCOME CORP

14.97%

Shares24.2K

Event2026-06-30

Filed2026-08-04

IYF

ISHARES TR

0.00%

Shares11.0K

Event2026-06-30

Filed2026-08-04

ENERGY TRANSFER L P

0.78%

Shares72.6K

Event2026-06-30

Filed2026-08-04

ESGD

ISHARES TR

13.60%

Shares13.4K

Event2026-06-30

Filed2026-08-04

AFL

AFLAC INC

-3.52%

Shares11.5K

Event2026-06-30

Filed2026-08-04

IFRA

ISHARES TR

-0.93%

Shares21.4K

Event2026-06-30

Filed2026-08-04

SPSB

SPDR SERIES TRUST

-9.20%

Shares42.9K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

-1.46%

Shares3.9K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

-1.70%

Shares34.6K

Event2026-06-30

Filed2026-08-04

TOYOTA MOTOR CORP

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

-3.13%

Shares1.1K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

1.83%

Shares2.4K

Event2026-06-30

Filed2026-08-04

ESML

ISHARES TR

0.00%

Shares22.0K

Event2026-06-30

Filed2026-08-04

CSX

CSX CORP

-4.78%

Shares25.0K

Event2026-06-30

Filed2026-08-04

IAU

ISHARES GOLD TR

0.08%

Shares15.5K

Event2026-06-30

Filed2026-08-04

PSCT

INVESCO EXCH TRADED FD TR II

-11.30%

Shares12.6K

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

37.95%

Shares4.7K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

-8.31%

Shares9.2K

Event2026-06-30

Filed2026-08-04

SHYD

VANECK ETF TRUST

0.00%

Shares46.7K

Event2026-06-30

Filed2026-08-04

NUEM

NUSHARES ETF TR

0.00%

Shares25.0K

Event2026-06-30

Filed2026-08-04

IWN

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

12.17%

Shares7.4K

Event2026-06-30

Filed2026-08-04

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-04

CHUBB LIMITED

New

Shares2.9K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

-2.59%

Shares2.8K

Event2026-06-30

Filed2026-08-04

MPLX

MPLX LP

0.00%

Shares17.6K

Event2026-06-30

Filed2026-08-04

ROK

ROCKWELL AUTOMATION INC

0.31%

Shares2.0K

Event2026-06-30

Filed2026-08-04

NAC

NUVEEN CA DIVI ADV MUN

New

Shares80.0K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

-1.59%

Shares5.0K

Event2026-06-30

Filed2026-08-04

SMDV

PROSHARES TR

4.57%

Shares12.1K

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB STRATEGIC TR

-10.85%

Shares33.3K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

-6.21%

Shares3.0K

Event2026-06-30

Filed2026-08-04

STIP

ISHARES TR

-8.96%

Shares8.8K

Event2026-06-30

Filed2026-08-04

NXP

NUVEEN SELECT TAX-FREE INCOM

New

Shares63.0K

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB STRATEGIC TR

-5.13%

Shares30.6K

Event2026-06-30

Filed2026-08-04

FCAL

FIRST TR EXCH TRADED FD III

New

Shares18.1K

Event2026-06-30

Filed2026-08-04

BNO

UNITED STS BRENT OIL FD LP

New

Shares22.0K

Event2026-06-30

Filed2026-08-04

EEM

ISHARES TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-04

SHLD

GLOBAL X FDS

0.00%

Shares14.8K

Event2026-06-30

Filed2026-08-04

DVYE

ISHARES INC

0.00%

Shares26.6K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

4.45%

Shares12.0K

Event2026-06-30

Filed2026-08-04

SDY

SPDR SERIES TRUST

-2.91%

Shares5.2K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

-5.02%

Shares1.1K

Event2026-06-30

Filed2026-08-04

XLF

SELECT SECTOR SPDR TR

0.00%

Shares14.3K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

-7.42%

Shares6.5K

Event2026-06-30

Filed2026-08-04

XLP

SELECT SECTOR SPDR TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-08-04

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

2.68%

Shares2.2K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

-3.77%

Shares2.7K

Event2026-06-30

Filed2026-08-04

MMC

MARSH & MCLENNAN COS INC

0.77%

Shares4.5K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-04

XLRE

SELECT SECTOR SPDR TR

0.34%

Shares16.3K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

12.49%

Shares12.5K

Event2026-06-30

Filed2026-08-04

IUSV

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

-2.47%

Shares631

Event2026-06-30

Filed2026-08-04

CRANE COMPANY

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

-4.48%

Shares1.6K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

494.68%

Shares7.6K

Event2026-06-30

Filed2026-08-04

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

0.35%

Shares26.6K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

1.94%

Shares2.5K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

-27.11%

Shares874

Event2026-06-30

Filed2026-08-04

TPL

TEXAS PACIFIC LAND CORPORATI

-6.67%

Shares1.4K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

81.84%

Shares6.0K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

-6.03%

Shares8.1K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

-8.93%

Shares2.1K

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

1.86%

Shares15.9K

Event2026-06-30

Filed2026-08-04

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares25.7K

Event2026-06-30

Filed2026-08-04

VISA INC

1.79%

Shares1.6K

Event2026-06-30

Filed2026-08-04

EWC

ISHARES INC

New

Shares9.1K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

-3.37%

Shares3.5K

Event2026-06-30

Filed2026-08-04

FLOT

ISHARES TR

6.53%

Shares10.1K

Event2026-06-30

Filed2026-08-04

PSCH

INVESCO EXCH TRADED FD TR II

-11.68%

Shares9.4K

Event2026-06-30

Filed2026-08-04

PARKER-HANNIFIN CORP

0.00%

Shares498

Event2026-06-30

Filed2026-08-04

AT&T INC

-1.27%

Shares23.4K

Event2026-06-30

Filed2026-08-04

VANECK ETF TRUST

-12.90%

Shares6.4K

Event2026-06-30

Filed2026-08-04

EPI

WISDOMTREE TR

4.67%

Shares11.2K

Event2026-06-30

Filed2026-08-04

UHAL.B

U HAUL HOLDING COMPANY

New

Shares8.3K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

-0.68%

Shares5.8K

Event2026-06-30

Filed2026-08-04

ETFS GOLD TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

7.04%

Shares1.1K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

1.58%

Shares1.3K

Event2026-06-30

Filed2026-08-04

IWP

ISHARES TR

21.05%

Shares3.1K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

-64.79%

Shares6.4K

Event2026-06-30

Filed2026-08-04

IWS

ISHARES TR

10.46%

Shares2.7K

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO

-5.09%

Shares5.4K

Event2026-06-30

Filed2026-08-04

EMXC

ISHARES INC

31.90%

Shares4.3K

Event2026-06-30

Filed2026-08-04

EEMS

ISHARES INC

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-04

MORT

VANECK ETF TRUST

-27.53%

Shares41.9K

Event2026-06-30

Filed2026-08-04

DFEM

DIMENSIONAL ETF TRUST

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

0.48%

Shares831

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

69.92%

Shares418

Event2026-06-30

Filed2026-08-04

VICR

VICOR CORP

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

SPYV

SPDR SERIES TRUST

6.65%

Shares6.6K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares12.6K

Event2026-06-30

Filed2026-08-04

EMR

EMERSON ELEC CO

-3.64%

Shares2.8K

Event2026-06-30

Filed2026-08-04

J P MORGAN EXCHANGE TRADED F

23.09%

Shares6.4K

Event2026-06-30

Filed2026-08-04

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-04

SOXX

ISHARES TR

New

Shares600

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

-2.12%

Shares2.0K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

2.78%

Shares4.8K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

3.19%

Shares711

Event2026-06-30

Filed2026-08-04

ORACLE CORP

9.72%

Shares2.5K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

6.87%

Shares311

Event2026-06-30

Filed2026-08-04

PGX

INVESCO EXCH TRADED FD TR II

-14.34%

Shares33.0K

Event2026-06-30

Filed2026-08-04

BOEING CO

7.03%

Shares1.6K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

-20.04%

Shares2.1K

Event2026-06-30

Filed2026-08-04

UMI

USCF ETF TR

-14.20%

Shares6.0K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

700.00%

Shares2.9K

Event2026-06-30

Filed2026-08-04

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-04

AIQ

GLOBAL X FDS

-62.01%

Shares5.2K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

3.63%

Shares2.3K

Event2026-06-30

Filed2026-08-04

SHM

SPDR SERIES TRUST

-5.68%

Shares6.9K

Event2026-06-30

Filed2026-08-04

AVIV

AMERICAN CENTY ETF TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-04

HASI

HA SUSTAINABLE INFRA CAP INC

0.00%

Shares8.4K

Event2026-06-30

Filed2026-08-04

VRT

VERTIV HOLDINGS CO

0.00%

Shares971

Event2026-06-30

Filed2026-08-04

KRE

SPDR SERIES TRUST

-10.85%

Shares4.3K

Event2026-06-30

Filed2026-08-04

BBCA

J P MORGAN EXCHANGE TRADED F

New

Shares3.2K

Event2026-06-30

Filed2026-08-04

DGRS

WISDOMTREE TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-04

REM

ISHARES TR

0.00%

Shares14.4K

Event2026-06-30

Filed2026-08-04

DIM

WISDOMTREE TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-04

ONEY

SPDR SERIES TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-04

ARTY

ISHARES TR

New

Shares4.0K

Event2026-06-30

Filed2026-08-04

ORLY

OREILLY AUTOMOTIVE INC

0.94%

Shares3.2K

Event2026-06-30

Filed2026-08-04

IAGG

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-04

MDLZ

MONDELEZ INTL INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-04

ILMN

ILLUMINA INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

PZT

INVESCO EXCH TRADED FD TR II

21.97%

Shares12.6K

Event2026-06-30

Filed2026-08-04

TFC

TRUIST FINL CORP

1.74%

Shares5.7K

Event2026-06-30

Filed2026-08-04

YUM

YUM BRANDS INC

0.40%

Shares1.8K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

-5.41%

Shares6.7K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

-5.52%

Shares291

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

NSC

NORFOLK SOUTHN CORP

0.58%

Shares869

Event2026-06-30

Filed2026-08-04

BKLN

INVESCO EXCH TRADED FD TR II

0.00%

Shares13.4K

Event2026-06-30

Filed2026-08-04

SJNK

SPDR SERIES TRUST

New

Shares10.9K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP

1.32%

Shares769

Event2026-06-30

Filed2026-08-04

BLOOM ENERGY CORP

New

Shares895

Event2026-06-30

Filed2026-08-04

SMH

VANECK ETF TRUST

New

Shares413

Event2026-06-30

Filed2026-08-04

WTAI

WISDOMTREE TR

New

Shares5.7K

Event2026-06-30

Filed2026-08-04

SPYD

SPDR SERIES TRUST

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-04

DVA

DAVITA INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

CGBD

CARLYLE SECURED LENDING INC

New

Shares24.6K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

-5.44%

Shares1.8K

Event2026-06-30

Filed2026-08-04

AMERIPRISE FINL INC

0.18%

Shares554

Event2026-06-30

Filed2026-08-04

EBAY

EBAY INC.

1.27%

Shares2.2K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

-16.81%

Shares579

Event2026-06-30

Filed2026-08-04

BIZD

VANECK ETF TRUST

2.66%

Shares19.3K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES TR

400.00%

Shares8.9K

Event2026-06-30

Filed2026-08-04

HTGC

HERCULES CAPITAL INC

0.00%

Shares15.3K

Event2026-06-30

Filed2026-08-04

IWC

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

1.77%

Shares1.6K

Event2026-06-30

Filed2026-08-04

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares2.7K

Event2026-06-30

Filed2026-08-04

HESM

HESS MIDSTREAM LP

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-04

ACCENTURE PLC IRELAND

-10.73%

Shares1.9K

Event2026-06-30

Filed2026-08-04

SIXG

ETF SER SOLUTIONS

New

Shares2.4K

Event2026-06-30

Filed2026-08-04

PWRD

TCW ETF TRUST

New

Shares1.8K

Event2026-06-30

Filed2026-08-04

PDP

INVESCO EXCHANGE TRADED FD T

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

ACWI

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

PGR

PROGRESSIVE CORP

New

Shares995

Event2026-06-30

Filed2026-08-04

SUSL

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-08-04

SKYY

FIRST TR EXCHANGE-TRADED FD

New

Shares1.6K

Event2026-06-30

Filed2026-08-04

CNQ

CANADIAN NAT RES LTD MED TER

-14.15%

Shares5.4K

Event2026-06-30

Filed2026-08-04

ASTRAZENECA PLC

1.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

New

Shares533

Event2026-06-30

Filed2026-08-04

OKE

ONEOK INC NEW

0.42%

Shares2.4K

Event2026-06-30

Filed2026-08-04

ESGV

VANGUARD WORLD FD

New

Shares1.6K

Event2026-06-30

Filed2026-08-04

EWY

ISHARES INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-04

GBTC

GRAYSCALE BITCOIN TRUST ETF

New

Shares4.4K

Event2026-06-30

Filed2026-08-04

EXK

ENDEAVOUR SILVER CORP

15.65%

Shares17.0K

Event2026-06-30

Filed2026-08-04

BOF

BRANCHOUT FOOD INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-08-04

FBLG

FIBROBIOLOGICS INC

562.45%

Shares108.8K

Event2026-06-30

Filed2026-08-04

OPK

OPKO HEALTH INC

0.00%

Shares66.5K

Event2026-06-30

Filed2026-08-04

JQC

NUVEEN CR STRATEGIES INCOME

0.00%

Shares10.3K

Event2026-06-30

Filed2026-08-04

READY CAPITAL CORP

0.00%

Shares24.5K

Event2026-06-30

Filed2026-08-04

PLX

PROTALIX BIOTHERAPEUTICS INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available