Sponsored

The Analysis of Gilliland Jeter Wealth Management LLC's Holdings & P&L

Currently, Gilliland Jeter Wealth Management LLC holds 195 types of securities in its portfolio with a total value $381.7M. In the most recent quarter, they have increased their positions in IWF (+77.2K shares, valued at $9.6M), VUG (+57.5K shares, valued at $5.0M), MGK (+20.4K shares, valued at $1.8M); decreased their positions in AAPL (-2.5K shares, valued at $731.2K), QUAL (-2.4K shares, valued at $526.3K), BSX (-10.9K shares, valued at $465.9K); initiated new positions in CPAI (+28.7K shares, valued at $1.5M), JHMM (+15.4K shares, valued at $1.2M), N/A (+5.2K shares, valued at $602.3K).

1M P&L

+5.1M+1.54%

3M P&L

+17.7M+5.53%

HY P&L

-26.8M-7.33%

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/A96.5M

29.0%

2Semiconductors34.4M

10.4%

3Consumer Electronics31.5M

9.5%

Top Industries by Stock Count

1N/A63 stocks

36.8%

2Drug Manufacturers - General6 stocks

3.5%

3Semiconductors5 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INCORPORATED109.0K shares-2.27%2026-06-302026-07-29

NVDA NVIDIA CORPORATION150.0K shares0.32%2026-06-302026-07-29

WMT WALMART INC115.0K shares0.02%2026-06-302026-07-29

CAT CATERPILLAR INCORPORATED12.2K shares0.02%2026-06-302026-07-29

IWF ISHARES TR RUS 1000 GRW ETF102.8K shares302.05%2026-06-302026-07-29

VIG VANGUARD DIVIDEND APPRECIATION ETF45.8K shares0.25%2026-06-302026-07-29

AMZN AMAZON COM INCORPORATED43.2K shares-1.77%2026-06-302026-07-29

LRCX LAM RESEARCH CORPORATION COM NEW22.6K shares0.03%2026-06-302026-07-29

Sponsored

JPMORGAN CHASE & COMPANY JPMORGAN CHASE & COMPANY23.0K shares-1.34%2026-06-302026-07-29

MSFT MICROSOFT CORPORATION19.2K shares-1.65%2026-06-302026-07-29

META PLATFORMS INCORPORATED CLASS A META PLATFORMS INCORPORATED CLASS A11.9K shares1.26%2026-06-302026-07-29

ISHARES TR CORE S&P500 ETF ISHARES TR CORE S&P500 ETF8.3K shares36.13%2026-06-302026-07-29

IYW ISHARES TR U.S. TECH ETF24.3K shares0.44%2026-06-302026-07-29

VUG VANGUARD GROWTH ETF68.9K shares501.75%2026-06-302026-07-29

T AT&T INCORPORATED283.3K shares-0.32%2026-06-302026-07-29

MPC MARATHON PETE CORPORATION21.8K shares-0.84%2026-06-302026-07-29

Sponsored

GOOG ALPHABET INCORPORATED CAP STK CLASS C14.6K shares-0.94%2026-06-302026-07-29

CVX CHEVRON CORPORATION24.8K shares0.00%2026-06-302026-07-29

GOOGL ALPHABET INCORPORATED CAP STK CLASS A11.5K shares0.01%2026-06-302026-07-29

BROADCOM INCORPORATED BROADCOM INCORPORATED10.4K shares-0.39%2026-06-302026-07-29

AFL AFLAC INCORPORATED33.4K shares0.04%2026-06-302026-07-29

VISA INCORPORATED COM CLASS A VISA INCORPORATED COM CLASS A11.1K shares-0.03%2026-06-302026-07-29

BAC BANK OF AMER CORPORATION65.6K shares0.00%2026-06-302026-07-29

IWD ISHARES TR RUS 1000 VAL ETF15.2K shares5.16%2026-06-302026-07-29

Sponsored

EFV ISHARES TR EAFE VALUE ETF47.9K shares-1.57%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW7.3K shares-0.22%2026-06-302026-07-29

DTE DTE ENERGY COMPANY22.4K shares0.00%2026-06-302026-07-29

JOHNSON CONTROLS INTERNATION SHS (IRELAND) JOHNSON CONTROLS INTERNATION SHS (IRELAND)23.3K shares-2.75%2026-06-302026-07-29

VTV VANGUARD VALUE ETF15.4K shares0.00%2026-06-302026-07-29

QQQ INVESCO QQQ TRUST4.5K shares4.72%2026-06-302026-07-29

MU MICRON TECHNOLOGY INCORPORATED2.8K shares1.03%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON12.2K shares-2.40%2026-06-302026-07-29

Sponsored

ORACLE CORPORATION ORACLE CORPORATION21.1K shares4.78%2026-06-302026-07-29

MRK MERCK & COMPANY INCORPORATED22.7K shares-4.44%2026-06-302026-07-29

CORO ISHARES INTL CTRY ROTATION ACTIVE ETF75.6K shares17.16%2026-06-302026-07-29

EXXON MOBIL CORPORATION EXXON MOBIL CORPORATION19.6K shares-4.51%2026-06-302026-07-29

BE BLOOM ENERGY CORPORATION COM CLASS A8.7K shares0.00%2026-06-302026-07-29

WMB WILLIAMS COMPANIES INCORPORATED35.4K shares-4.36%2026-06-302026-07-29

HBAN HUNTINGTON BANCSHARES INCORPORATED144.8K shares-2.02%2026-06-302026-07-29

MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW5.8K shares0.03%2026-06-302026-07-29

Sponsored

CRM SALESFORCE INCORPORATED15.3K shares-4.25%2026-06-302026-07-29

OEF ISHARES TR S&P 100 ETF6.5K shares4.02%2026-06-302026-07-29

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI34.8K shares22.18%2026-06-302026-07-29

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF12.2K shares0.01%2026-06-302026-07-29

PM PHILIP MORRIS INTERNATIONAL INCORPORATED12.7K shares0.00%2026-06-302026-07-29

ALL ALLSTATE CORPORATION9.6K shares0.99%2026-06-302026-07-29

COP CONOCOPHILLIPS21.8K shares-3.88%2026-06-302026-07-29

MGK VANGUARD MEGA CAP GROWTH ETF25.5K shares400.49%2026-06-302026-07-29

Sponsored

STATE STREET SPDR S&P 500 ETF TRUST STATE STREET SPDR S&P 500 ETF TRUST2.9K shares-0.73%2026-06-302026-07-29

AEP AMERICAN ELEC PWR COMPANY INCORPORATED15.3K shares0.00%2026-06-302026-07-29

BP BP PLC SPONSORED ADR (UNITED KINGDOM)56.7K shares0.11%2026-06-302026-07-29

CHUBB LIMITED (SWITZERLAND) CHUBB LIMITED (SWITZERLAND)6.0K shares-1.82%2026-06-302026-07-29

IVW ISHARES TR S&P 500 GRWT ETF14.2K shares15.20%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC5.7K shares0.00%2026-06-302026-07-29

LLY ELI LILLY & COMPANY1.6K shares0.69%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INCORPORATED COM NEW4.7K shares-2.24%2026-06-302026-07-29

Sponsored

JBHT HUNT J B TRANS SVCS INCORPORATED5.8K shares0.00%2026-06-302026-07-29

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF9.0K shares0.02%2026-06-302026-07-29

UNP UNION PAC CORPORATION6.1K shares0.05%2026-06-302026-07-29

DTM DT MIDSTREAM INCORPORATED COMMON STOCK11.2K shares0.00%2026-06-302026-07-29

SNOWFLAKE INCORPORATED COM SHS SNOWFLAKE INCORPORATED COM SHS6.2K shares25.06%2026-06-302026-07-29

PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF81.1K shares0.33%2026-06-302026-07-29

IVE ISHARES TR S&P 500 VAL ETF6.7K shares9.97%2026-06-302026-07-29

CPAI COUNTERPOINT QUANTATIVE EQUITY ETF28.7K sharesnew addition2026-06-302026-07-29

Sponsored

BTO HANCOCK JOHN FINL OPPTYS SH BEN INT NEW37.5K shares0.29%2026-06-302026-07-29

ENFR ALERIAN ENERGY INFRASTRUCTURE ETF34.9K shares-3.72%2026-06-302026-07-29

JHX JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND)50.0K shares0.00%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares0.00%2026-06-302026-07-29

JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF15.4K sharesnew addition2026-06-302026-07-29

BSX BOSTON SCIENTIFIC CORPORATION26.8K shares-28.91%2026-06-302026-07-29

PG PROCTER & GAMBLE COMPANY7.8K shares-2.48%2026-06-302026-07-29

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF14.8K shares0.10%2026-06-302026-07-29

Sponsored

IBM INTERNATIONAL BUSINESS MACHINES4.0K shares0.08%2026-06-302026-07-29

CP CANADIAN PACIFIC KANSAS CITY (CANADA)12.9K shares-6.33%2026-06-302026-07-29

STIP ISHARES TR 0-5 YR TIPS ETF10.6K shares3.15%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INCORPORATED25.4K shares1.34%2026-06-302026-07-29

GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF19.0K shares139.68%2026-06-302026-07-29

TJX TJX COMPANIES INCORPORATED NEW6.8K shares0.19%2026-06-302026-07-29

MO ALTRIA GROUP INCORPORATED14.3K shares0.22%2026-06-302026-07-29

NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND)6.4K shares-4.48%2026-06-302026-07-29

Sponsored

ISCG ISHARES TR MRGSTR SM CP GR15.2K shares13.28%2026-06-302026-07-29

ITOT ISHARES TR CORE S&P TTL STK5.8K shares43.45%2026-06-302026-07-29

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF2.6K shares0.00%2026-06-302026-07-29

TSLA TESLA INCORPORATED2.2K shares0.00%2026-06-302026-07-29

THC TENET HEALTHCARE CORPORATION COM NEW4.9K shares0.00%2026-06-302026-07-29

VBK VANGUARD SMALL-CAP GROWTH ETF2.5K shares0.04%2026-06-302026-07-29

IWM ISHARES TR RUSSELL 2000 ETF3.0K shares0.00%2026-06-302026-07-29

WCN WASTE CONNECTIONS INCORPORATED (CANADA)5.3K shares-13.09%2026-06-302026-07-29

Sponsored

IWB ISHARES RUSSELL 1000 ETF2.2K shares2.66%2026-06-302026-07-29

FTCS FIRST TRUST CAPITAL STRENGTH ETF8.4K shares-0.01%2026-06-302026-07-29

GDV GABELLI DIVID & INCOME TR26.6K shares1.12%2026-06-302026-07-29

DAL DELTA AIR LINES INCORPORATED COM NEW8.2K shares-3.86%2026-06-302026-07-29

RPM RPM INTERNATIONAL INCORPORATED6.8K shares0.53%2026-06-302026-07-29

MASTERCARD INCORPORATED CLASS A MASTERCARD INCORPORATED CLASS A1.4K shares1.47%2026-06-302026-07-29

LNG CHENIERE ENERGY INCORPORATED COM NEW3.1K shares0.03%2026-06-302026-07-29

PGR PROGRESSIVE CORPORATION3.4K shares0.03%2026-06-302026-07-29

Sponsored

GEV GE VERNOVA INCORPORATED605 shares2.02%2026-06-302026-07-29

ACV VIRTUS DIVERSIFIED INCM & CONV24.8K shares-1.47%2026-06-302026-07-29

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF4.4K shares0.02%2026-06-302026-07-29

AMT AMERICAN TOWER CORPORATION REIT4.2K shares1.49%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORPORATION2.2K shares-3.53%2026-06-302026-07-29

COF CAPITAL ONE FINL CORPORATION3.4K shares0.27%2026-06-302026-07-29

DE DEERE & COMPANY1.0K shares-0.38%2026-06-302026-07-29

OZK BANK OZK LITTLE ROCK ARK12.7K shares0.36%2026-06-302026-07-29

Sponsored

ADI ANALOG DEVICES INCORPORATED1.7K shares-4.44%2026-06-302026-07-29

SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND4.9K shares0.00%2026-06-302026-07-29

PSC PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP8.8K shares-4.82%2026-06-302026-07-29

EEM ISHARES TR MSCI EMG MKT ETF8.9K shares0.48%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.2K sharesnew addition2026-06-302026-07-29

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF13.8K shares-11.96%2026-06-302026-07-29

GE GE AEROSPACE COM NEW1.5K shares0.13%2026-06-302026-07-29

TLH ISHARES TR 10-20 YR TRS ETF5.7K shares22.62%2026-06-302026-07-29

Sponsored

PFE PFIZER INCORPORATED22.6K shares0.14%2026-06-302026-07-29

BUFR FT VEST LADDERED BUFFER ETF14.8K shares0.00%2026-06-302026-07-29

SHLD GLOBAL X DEFENSE TECH ETF9.0K shares10.29%2026-06-302026-07-29

CCI CROWN CASTLE INCORPORATED REIT7.1K shares3.91%2026-06-302026-07-29

HOMB HOME BANCSHARES INCORPORATED18.2K shares0.00%2026-06-302026-07-29

HD HOME DEPOT INCORPORATED1.4K shares-0.14%2026-06-302026-07-29

ILCV ISHARES TR MORNINGSTAR VALU4.9K shares5.49%2026-06-302026-07-29

HUBB HUBBELL INCORPORATED903 shares-8.51%2026-06-302026-07-29

Sponsored

DVN DEVON ENERGY CORPORATION NEW11.3K shares-8.04%2026-06-302026-07-29

CI THE CIGNA GROUP1.7K shares5.67%2026-06-302026-07-29

TT TRANE TECHNOLOGIES PLC SHS (IRELAND)940 shares0.00%2026-06-302026-07-29

VONG VANGUARD RUSSELL 1000 GROWTH ETF3.6K shares0.08%2026-06-302026-07-29

BLCR ISHARES LARGE CAP CORE ACTIVE ETF9.1K shares35.54%2026-06-302026-07-29

ICE INTERCONTINENTAL EXCHANGE INCORPORATED3.7K shares-1.52%2026-06-302026-07-29

CCD CALAMOS DYNAMIC CONV & INCOME17.4K shares0.00%2026-06-302026-07-29

ABT ABBOTT LABORATORIES4.8K shares-9.28%2026-06-302026-07-29

Sponsored

MBB ISHARES TR MBS ETF4.5K shares44.28%2026-06-302026-07-29

BLK BLACKROCK INCORPORATED440 shares0.46%2026-06-302026-07-29

EHC ENCOMPASS HEALTH CORPORATION4.2K shares0.02%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INCORPORATED414 shares0.00%2026-06-302026-07-29

IWO ISHARES TR RUS 2000 GRW ETF1.1K shares-10.40%2026-06-302026-07-29

PEG PUBLIC SVC ENTERPRISE GROUP5.0K shares0.00%2026-06-302026-07-29

AMGN AMGEN INCORPORATED1.1K shares0.09%2026-06-302026-07-29

ANTERO RESOURCES CORPORATION ANTERO RESOURCES CORPORATION11.4K shares-49.14%2026-06-302026-07-29

Sponsored

MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A6.8K shares0.01%2026-06-302026-07-29

GPIQ GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF6.5K sharesnew addition2026-06-302026-07-29

ABBVIE INCORPORATED ABBVIE INCORPORATED1.5K shares0.00%2026-06-302026-07-29

EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF6.5K shares0.37%2026-06-302026-07-29

FANG DIAMONDBACK ENERGY INCORPORATED2.2K shares0.51%2026-06-302026-07-29

VBR VANGUARD SMALL-CAP VALUE ETF1.5K shares0.00%2026-06-302026-07-29

NXP SEMICONDUCTORS N V (NETHERLANDS) NXP SEMICONDUCTORS N V (NETHERLANDS)1.3K shares0.00%2026-06-302026-07-29

IWL ISHARES TR RUS TOP 200 ETF2.0K sharesnew addition2026-06-302026-07-29

Sponsored

LIN LINDE PLC (IRELAND)693 shares0.00%2026-06-302026-07-29

QUAL ISHARES TR MSCI USA QLT FCT1.6K shares-59.51%2026-06-302026-07-29

ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF12.7K sharesnew addition2026-06-302026-07-29

WFC WELLS FARGO & COMPANY4.3K shares0.00%2026-06-302026-07-29

S&P GLOBAL INCORPORATED S&P GLOBAL INCORPORATED875 shares-11.17%2026-06-302026-07-29

RF REGIONS FINANCIAL CORPORATION NEW11.6K shares0.09%2026-06-302026-07-29

GLD SPDR GOLD SHARES937 shares0.00%2026-06-302026-07-29

SHOP SHOPIFY INC (CANADA)3.0K shares-2.65%2026-06-302026-07-29

Sponsored

PSX PHILLIPS 662.0K shares-0.99%2026-06-302026-07-29

MUSA MURPHY USA INCORPORATED627 shares0.00%2026-06-302026-07-29

DSGX DESCARTES SYSTEMS GROUP INCORPORATED (CANADA)4.9K shares0.00%2026-06-302026-07-29

ORI OLD REP INTERNATIONAL CORPORATION8.2K shares0.00%2026-06-302026-07-29

BX BLACKSTONE INCORPORATED2.8K shares-39.86%2026-06-302026-07-29

GOVT ISHARES TR US TREAS BD ETF14.4K shares23.76%2026-06-302026-07-29

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF7.2K shares8.37%2026-06-302026-07-29

XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF6.4K shares0.00%2026-06-302026-07-29

Sponsored

FREEPORT MCMORAN INCORPORATED CLASS B FREEPORT MCMORAN INCORPORATED CLASS B5.1K shares1.37%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INCORPORATED CLASS C741 sharesnew addition2026-06-302026-07-29

STE STERIS PLC SHS USD (IRELAND)1.5K shares-2.55%2026-06-302026-07-29

TER TERADYNE INC614 sharesnew addition2026-06-302026-07-29

VTR VENTAS INCORPORATED REIT3.3K shares0.00%2026-06-302026-07-29

ORLY OREILLY AUTOMOTIVE INCORPORATED3.1K shares0.00%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND)300 sharesnew addition2026-06-302026-07-29

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF6.0K shares14.96%2026-06-302026-07-29

Sponsored

ITW ILLINOIS TOOL WKS INCORPORATED1.0K shares0.10%2026-06-302026-07-29

CGO CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT20.6K shares0.00%2026-06-302026-07-29

EOG EOG RES INCORPORATED2.1K shares0.47%2026-06-302026-07-29

SFNC SIMMONS FIRST NATL CORPORATION CLASS A $1 PAR12.1K shares0.35%2026-06-302026-07-29

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF5.2K shares3.24%2026-06-302026-07-29

SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK1.5K sharesnew addition2026-06-302026-07-29

MPWR MONOLITHIC PWR SYSTEMS INCORPORATED183 shares0.00%2026-06-302026-07-29

OHI OMEGA HEALTHCARE INVS INCORPORATED REIT5.1K shares0.00%2026-06-302026-07-29

Sponsored

XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF848 sharesnew addition2026-06-302026-07-29

TTE TOTALENERGIES SE ACT (FRANCE)3.0K shares0.00%2026-06-302026-07-29

AXP AMERICAN EXPRESS COMPANY687 shares0.00%2026-06-302026-07-29

CISCO SYSTEMS INCORPORATED CISCO SYSTEMS INCORPORATED1.9K sharesnew addition2026-06-302026-07-29

BAB INVESCO TAXABLE MUNICIPAL BOND ETF8.4K shares0.00%2026-06-302026-07-29

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND4.6K shares-0.86%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INCORPORATED380 sharesnew addition2026-06-302026-07-29

KO COCA COLA COMPANY2.7K shares0.07%2026-06-302026-07-29

Sponsored

MS MORGAN STANLEY COM NEW1.0K sharesnew addition2026-06-302026-07-29

IAU ISHARES GOLD TR ISHARES NEW2.8K sharesnew addition2026-06-302026-07-29

LMUB ISHARES TR LONG TERM MUNI4.1K sharesnew addition2026-06-302026-07-29

WBD WARNER BROS DISCOVERY INCORPORATED COM SER A7.9K shares0.00%2026-06-302026-07-29

AKRE AKRE FOCUS ETF3.9K shares0.00%2026-06-302026-07-29

SMR NUSCALE PWR CORPORATION CLASS A COM20.9K shares14.24%2026-06-302026-07-29

GTO INVESCO TOTAL RETURN BOND ETF4.4K sharesnew addition2026-06-302026-07-29

HAL HALLIBURTON COMPANY6.1K shares0.33%2026-06-302026-07-29

Sponsored

SOFI SOFI TECHNOLOGIES INCORPORATED11.5K shares0.00%2026-06-302026-07-29

PH PARKER-HANNIFIN CORPORATION209 sharesnew addition2026-06-302026-07-29

SLI STANDARD LITHIUM CORPORATION (CANADA)12.4K shares0.00%2026-06-302026-07-29

AAPL

APPLE INCORPORATED

-2.27%

Shares109.0K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

0.32%

Shares150.0K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

0.02%

Shares115.0K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INCORPORATED

0.02%

Shares12.2K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR RUS 1000 GRW ETF

302.05%

Shares102.8K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.25%

Shares45.8K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INCORPORATED

-1.77%

Shares43.2K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORPORATION COM NEW

0.03%

Shares22.6K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & COMPANY

-1.34%

Shares23.0K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORPORATION

-1.65%

Shares19.2K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INCORPORATED CLASS A

1.26%

Shares11.9K

Event2026-06-30

Filed2026-07-29

ISHARES TR CORE S&P500 ETF

36.13%

Shares8.3K

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR U.S. TECH ETF

0.44%

Shares24.3K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD GROWTH ETF

501.75%

Shares68.9K

Event2026-06-30

Filed2026-07-29

AT&T INCORPORATED

-0.32%

Shares283.3K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORPORATION

-0.84%

Shares21.8K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INCORPORATED CAP STK CLASS C

-0.94%

Shares14.6K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INCORPORATED CAP STK CLASS A

0.01%

Shares11.5K

Event2026-06-30

Filed2026-07-29

BROADCOM INCORPORATED

-0.39%

Shares10.4K

Event2026-06-30

Filed2026-07-29

AFL

AFLAC INCORPORATED

0.04%

Shares33.4K

Event2026-06-30

Filed2026-07-29

VISA INCORPORATED COM CLASS A

-0.03%

Shares11.1K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORPORATION

0.00%

Shares65.6K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR RUS 1000 VAL ETF

5.16%

Shares15.2K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR EAFE VALUE ETF

-1.57%

Shares47.9K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

-0.22%

Shares7.3K

Event2026-06-30

Filed2026-07-29

DTE

DTE ENERGY COMPANY

0.00%

Shares22.4K

Event2026-06-30

Filed2026-07-29

JOHNSON CONTROLS INTERNATION SHS (IRELAND)

-2.75%

Shares23.3K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD VALUE ETF

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TRUST

4.72%

Shares4.5K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INCORPORATED

1.03%

Shares2.8K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-2.40%

Shares12.2K

Event2026-06-30

Filed2026-07-29

ORACLE CORPORATION

4.78%

Shares21.1K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & COMPANY INCORPORATED

-4.44%

Shares22.7K

Event2026-06-30

Filed2026-07-29

CORO

ISHARES INTL CTRY ROTATION ACTIVE ETF

17.16%

Shares75.6K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORPORATION

-4.51%

Shares19.6K

Event2026-06-30

Filed2026-07-29

BLOOM ENERGY CORPORATION COM CLASS A

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COMPANIES INCORPORATED

-4.36%

Shares35.4K

Event2026-06-30

Filed2026-07-29

HBAN

HUNTINGTON BANCSHARES INCORPORATED

-2.02%

Shares144.8K

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS INCORPORATED COM NEW

0.03%

Shares5.8K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INCORPORATED

-4.25%

Shares15.3K

Event2026-06-30

Filed2026-07-29

OEF

ISHARES TR S&P 100 ETF

4.02%

Shares6.5K

Event2026-06-30

Filed2026-07-29

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTI

22.18%

Shares34.8K

Event2026-06-30

Filed2026-07-29

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.01%

Shares12.2K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTERNATIONAL INCORPORATED

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORPORATION

0.99%

Shares9.6K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

-3.88%

Shares21.8K

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD MEGA CAP GROWTH ETF

400.49%

Shares25.5K

Event2026-06-30

Filed2026-07-29

STATE STREET SPDR S&P 500 ETF TRUST

-0.73%

Shares2.9K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR COMPANY INCORPORATED

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-29

BP PLC SPONSORED ADR (UNITED KINGDOM)

0.11%

Shares56.7K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED (SWITZERLAND)

-1.82%

Shares6.0K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR S&P 500 GRWT ETF

15.20%

Shares14.2K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & COMPANY

0.69%

Shares1.6K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INCORPORATED COM NEW

-2.24%

Shares4.7K

Event2026-06-30

Filed2026-07-29

JBHT

HUNT J B TRANS SVCS INCORPORATED

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-29

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.02%

Shares9.0K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORPORATION

0.05%

Shares6.1K

Event2026-06-30

Filed2026-07-29

DTM

DT MIDSTREAM INCORPORATED COMMON STOCK

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-29

SNOWFLAKE INCORPORATED COM SHS

25.06%

Shares6.2K

Event2026-06-30

Filed2026-07-29

PREF

PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF

0.33%

Shares81.1K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR S&P 500 VAL ETF

9.97%

Shares6.7K

Event2026-06-30

Filed2026-07-29

CPAI

COUNTERPOINT QUANTATIVE EQUITY ETF

New

Shares28.7K

Event2026-06-30

Filed2026-07-29

BTO

HANCOCK JOHN FINL OPPTYS SH BEN INT NEW

0.29%

Shares37.5K

Event2026-06-30

Filed2026-07-29

ENFR

ALERIAN ENERGY INFRASTRUCTURE ETF

-3.72%

Shares34.9K

Event2026-06-30

Filed2026-07-29

JHX

JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND)

0.00%

Shares50.0K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

JHMM

JOHN HANCOCK MULTIFACTOR MID CAP ETF

New

Shares15.4K

Event2026-06-30

Filed2026-07-29

BSX

BOSTON SCIENTIFIC CORPORATION

-28.91%

Shares26.8K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE COMPANY

-2.48%

Shares7.8K

Event2026-06-30

Filed2026-07-29

FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF

0.10%

Shares14.8K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHINES

0.08%

Shares4.0K

Event2026-06-30

Filed2026-07-29

CANADIAN PACIFIC KANSAS CITY (CANADA)

-6.33%

Shares12.9K

Event2026-06-30

Filed2026-07-29

STIP

ISHARES TR 0-5 YR TIPS ETF

3.15%

Shares10.6K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INCORPORATED

1.34%

Shares25.4K

Event2026-06-30

Filed2026-07-29

GPIX

GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF

139.68%

Shares19.0K

Event2026-06-30

Filed2026-07-29

TJX

TJX COMPANIES INCORPORATED NEW

0.19%

Shares6.8K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INCORPORATED

0.22%

Shares14.3K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG SPONSORED ADR (SWITZERLAND)

-4.48%

Shares6.4K

Event2026-06-30

Filed2026-07-29

ISCG

ISHARES TR MRGSTR SM CP GR

13.28%

Shares15.2K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR CORE S&P TTL STK

43.45%

Shares5.8K

Event2026-06-30

Filed2026-07-29

VANGUARD TOTAL STOCK MARKET ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INCORPORATED

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

THC

TENET HEALTHCARE CORPORATION COM NEW

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR RUSSELL 2000 ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

WCN

WASTE CONNECTIONS INCORPORATED (CANADA)

-13.09%

Shares5.3K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES RUSSELL 1000 ETF

2.66%

Shares2.2K

Event2026-06-30

Filed2026-07-29

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

-0.01%

Shares8.4K

Event2026-06-30

Filed2026-07-29

GDV

GABELLI DIVID & INCOME TR

1.12%

Shares26.6K

Event2026-06-30

Filed2026-07-29

DAL

DELTA AIR LINES INCORPORATED COM NEW

-3.86%

Shares8.2K

Event2026-06-30

Filed2026-07-29

RPM

RPM INTERNATIONAL INCORPORATED

0.53%

Shares6.8K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED CLASS A

1.47%

Shares1.4K

Event2026-06-30

Filed2026-07-29

LNG

CHENIERE ENERGY INCORPORATED COM NEW

0.03%

Shares3.1K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORPORATION

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INCORPORATED

2.02%

Shares605

Event2026-06-30

Filed2026-07-29

ACV

VIRTUS DIVERSIFIED INCM & CONV

-1.47%

Shares24.8K

Event2026-06-30

Filed2026-07-29

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

0.02%

Shares4.4K

Event2026-06-30

Filed2026-07-29

AMT

AMERICAN TOWER CORPORATION REIT

1.49%

Shares4.2K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORPORATION

-3.53%

Shares2.2K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORPORATION

0.27%

Shares3.4K

Event2026-06-30

Filed2026-07-29

DEERE & COMPANY

-0.38%

Shares1.0K

Event2026-06-30

Filed2026-07-29

OZK

BANK OZK LITTLE ROCK ARK

0.36%

Shares12.7K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INCORPORATED

-4.44%

Shares1.7K

Event2026-06-30

Filed2026-07-29

SKYY

FIRST TRUST ISE CLOUD COMPUTING INDEX FUND

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

PSC

PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP

-4.82%

Shares8.8K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR MSCI EMG MKT ETF

0.48%

Shares8.9K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

New

Shares5.2K

Event2026-06-30

Filed2026-07-29

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

-11.96%

Shares13.8K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE COM NEW

0.13%

Shares1.5K

Event2026-06-30

Filed2026-07-29

TLH

ISHARES TR 10-20 YR TRS ETF

22.62%

Shares5.7K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INCORPORATED

0.14%

Shares22.6K

Event2026-06-30

Filed2026-07-29

BUFR

FT VEST LADDERED BUFFER ETF

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-29

SHLD

GLOBAL X DEFENSE TECH ETF

10.29%

Shares9.0K

Event2026-06-30

Filed2026-07-29

CCI

CROWN CASTLE INCORPORATED REIT

3.91%

Shares7.1K

Event2026-06-30

Filed2026-07-29

HOMB

HOME BANCSHARES INCORPORATED

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INCORPORATED

-0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-29

ILCV

ISHARES TR MORNINGSTAR VALU

5.49%

Shares4.9K

Event2026-06-30

Filed2026-07-29

HUBB

HUBBELL INCORPORATED

-8.51%

Shares903

Event2026-06-30

Filed2026-07-29

DVN

DEVON ENERGY CORPORATION NEW

-8.04%

Shares11.3K

Event2026-06-30

Filed2026-07-29

THE CIGNA GROUP

5.67%

Shares1.7K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC SHS (IRELAND)

0.00%

Shares940

Event2026-06-30

Filed2026-07-29

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

0.08%

Shares3.6K

Event2026-06-30

Filed2026-07-29

BLCR

ISHARES LARGE CAP CORE ACTIVE ETF

35.54%

Shares9.1K

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCHANGE INCORPORATED

-1.52%

Shares3.7K

Event2026-06-30

Filed2026-07-29

CCD

CALAMOS DYNAMIC CONV & INCOME

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-9.28%

Shares4.8K

Event2026-06-30

Filed2026-07-29

MBB

ISHARES TR MBS ETF

44.28%

Shares4.5K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INCORPORATED

0.46%

Shares440

Event2026-06-30

Filed2026-07-29

EHC

ENCOMPASS HEALTH CORPORATION

0.02%

Shares4.2K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INCORPORATED

0.00%

Shares414

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR RUS 2000 GRW ETF

-10.40%

Shares1.1K

Event2026-06-30

Filed2026-07-29

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INCORPORATED

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ANTERO RESOURCES CORPORATION

-49.14%

Shares11.4K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTERNATIONAL INCORPORATED CLASS A

0.01%

Shares6.8K

Event2026-06-30

Filed2026-07-29

GPIQ

GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF

New

Shares6.5K

Event2026-06-30

Filed2026-07-29

ABBVIE INCORPORATED

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

EQAL

INVESCO RUSSELL 1000 EQUAL WEIGHT ETF

0.37%

Shares6.5K

Event2026-06-30

Filed2026-07-29

FANG

DIAMONDBACK ENERGY INCORPORATED

0.51%

Shares2.2K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD SMALL-CAP VALUE ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

NXP SEMICONDUCTORS N V (NETHERLANDS)

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

IWL

ISHARES TR RUS TOP 200 ETF

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC (IRELAND)

0.00%

Shares693

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR MSCI USA QLT FCT

-59.51%

Shares1.6K

Event2026-06-30

Filed2026-07-29

ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF

New

Shares12.7K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & COMPANY

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INCORPORATED

-11.17%

Shares875

Event2026-06-30

Filed2026-07-29

REGIONS FINANCIAL CORPORATION NEW

0.09%

Shares11.6K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD SHARES

0.00%

Shares937

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC (CANADA)

-2.65%

Shares3.0K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

-0.99%

Shares2.0K

Event2026-06-30

Filed2026-07-29

MUSA

MURPHY USA INCORPORATED

0.00%

Shares627

Event2026-06-30

Filed2026-07-29

DSGX

DESCARTES SYSTEMS GROUP INCORPORATED (CANADA)

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

ORI

OLD REP INTERNATIONAL CORPORATION

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INCORPORATED

-39.86%

Shares2.8K

Event2026-06-30

Filed2026-07-29

GOVT

ISHARES TR US TREAS BD ETF

23.76%

Shares14.4K

Event2026-06-30

Filed2026-07-29

DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

8.37%

Shares7.2K

Event2026-06-30

Filed2026-07-29

XLB

STATE STREET MATERIALS SELECT SECTOR SPDR ETF

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-29

FREEPORT MCMORAN INCORPORATED CLASS B

1.37%

Shares5.1K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INCORPORATED CLASS C

New

Shares741

Event2026-06-30

Filed2026-07-29

STE

STERIS PLC SHS USD (IRELAND)

-2.55%

Shares1.5K

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC

New

Shares614

Event2026-06-30

Filed2026-07-29

VTR

VENTAS INCORPORATED REIT

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INCORPORATED

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND)

New

Shares300

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

14.96%

Shares6.0K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INCORPORATED

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-29

CGO

CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-29

EOG

EOG RES INCORPORATED

0.47%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SFNC

SIMMONS FIRST NATL CORPORATION CLASS A $1 PAR

0.35%

Shares12.1K

Event2026-06-30

Filed2026-07-29

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

3.24%

Shares5.2K

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

MPWR

MONOLITHIC PWR SYSTEMS INCORPORATED

0.00%

Shares183

Event2026-06-30

Filed2026-07-29

OHI

OMEGA HEALTHCARE INVS INCORPORATED REIT

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-29

XAR

STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF

New

Shares848

Event2026-06-30

Filed2026-07-29

TTE

TOTALENERGIES SE ACT (FRANCE)

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS COMPANY

0.00%

Shares687

Event2026-06-30

Filed2026-07-29

CISCO SYSTEMS INCORPORATED

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

BAB

INVESCO TAXABLE MUNICIPAL BOND ETF

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-29

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

-0.86%

Shares4.6K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INCORPORATED

New

Shares380

Event2026-06-30

Filed2026-07-29

COCA COLA COMPANY

0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY COM NEW

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR ISHARES NEW

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

LMUB

ISHARES TR LONG TERM MUNI

New

Shares4.1K

Event2026-06-30

Filed2026-07-29

WBD

WARNER BROS DISCOVERY INCORPORATED COM SER A

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-29

AKRE

AKRE FOCUS ETF

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

SMR

NUSCALE PWR CORPORATION CLASS A COM

14.24%

Shares20.9K

Event2026-06-30

Filed2026-07-29

GTO

INVESCO TOTAL RETURN BOND ETF

New

Shares4.4K

Event2026-06-30

Filed2026-07-29

HAL

HALLIBURTON COMPANY

0.33%

Shares6.1K

Event2026-06-30

Filed2026-07-29

SOFI

SOFI TECHNOLOGIES INCORPORATED

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORPORATION

New

Shares209

Event2026-06-30

Filed2026-07-29

SLI

STANDARD LITHIUM CORPORATION (CANADA)

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available