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The Analysis of RiverFront Investment Group, LLC's Holdings & P&L

Currently, RiverFront Investment Group, LLC holds 427 types of securities in its portfolio with a total value $7.6B. In the most recent quarter, they have increased their positions in JIVE (+873.1K shares, valued at $80.3M), N/A (+617.6K shares, valued at $65.7M), PAVE (+1.1M shares, valued at $64.6M); decreased their positions in JPST (-1.2M shares, valued at $58.8M), JEPI (-684.1K shares, valued at $38.6M), MOTI (-970.4K shares, valued at $32.3M); initiated new positions in N/A (+617.6K shares, valued at $65.7M), ISHG (+761.1K shares, valued at $56.5M), IGV (+175.0K shares, valued at $15.9M).

1M P&L

+16.5M+0.25%

3M P&L

+179.7M+2.85%

HY P&L

+522.7M+8.76%

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/A4.7B

73.2%

2Semiconductors276.5M

4.3%

3Consumer Electronics255.8M

4.0%

Top Industries by Stock Count

1N/A128 stocks

34.1%

2Aerospace & Defense10 stocks

2.7%

3Banks - Regional10 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR CORE MSCI ISHARES TR CORE MSCI3.8M shares14.91%2026-06-302026-07-29

SMH VANECK ETF TRUST SEMI441.1K shares3.22%2026-06-302026-07-29

GSLC GOLDMAN SACHS ETF TR1.9M shares-5.54%2026-06-302026-07-29

IYW ISHARES TR U.S. TECH1.0M shares3.79%2026-06-302026-07-29

AAPL APPLE INC COM884.0K shares-3.97%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR1.3M shares0.91%2026-06-302026-07-29

EFV ISHARES TR EAFE VALUE3.0M shares5.93%2026-06-302026-07-29

NVDA NVIDIA CORPORATION CO1.1M shares11.46%2026-06-302026-07-29

Sponsored

JIVE J P MORGAN EXCHANGE T2.4M shares56.78%2026-06-302026-07-29

SPAB SPDR SERIES TRUST POR7.8M shares0.29%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE T3.5M shares-16.25%2026-06-302026-07-29

SCHI SCHWAB STRATEGIC TR 58.5M shares0.37%2026-06-302026-07-29

BND VANGUARD BD INDEX FD2.4M shares0.46%2026-06-302026-07-29

QQQ INVESCO QQQ TR UNIT S237.9K shares6.31%2026-06-302026-07-29

SPDR SERIES TRUST POR SPDR SERIES TRUST POR1.9M shares53.50%2026-06-302026-07-29

PAVE GLOBAL X FDS US INFR2.7M shares67.45%2026-06-302026-07-29

Sponsored

GOOG ALPHABET INC CAP STK447.8K shares5.96%2026-06-302026-07-29

IYG ISHARES TR U.S. FIN S1.5M shares3.06%2026-06-302026-07-29

MSFT MICROSOFT CORP COM365.3K shares22.28%2026-06-302026-07-29

ISHARES TR S&P 500 IN ISHARES TR S&P 500 IN181.7K shares0.84%2026-06-302026-07-29

JAAA JANUS DETROIT STR TR2.6M shares-0.04%2026-06-302026-07-29

TLH ISHARES TR LEHMAN 10-1.3M shares0.27%2026-06-302026-07-29

J P MORGAN EXCHANGE T J P MORGAN EXCHANGE T2.1M shares0.89%2026-06-302026-07-29

AMZN AMAZON COM INC COM516.2K shares6.92%2026-06-302026-07-29

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IEF ISHARES TR 7-10 YR TR1.2M shares4.59%2026-06-302026-07-29

EMXC ISHARES INC MSCI EMRG1.0M shares9.83%2026-06-302026-07-29

IEMG ISHARES INC CORE MSCI1.2M shares6.25%2026-06-302026-07-29

IGSB ISHARES TR ISHS 1-5YR1.7M shares9.55%2026-06-302026-07-29

XLV SELECT SECTOR SPDR TR526.7K shares1.07%2026-06-302026-07-29

XLI SELECT SECTOR SPDR TR443.5K shares0.28%2026-06-302026-07-29

JPST JP MORGAN EXCHANGE TR1.6M shares-42.37%2026-06-302026-07-29

JPMORGAN CHASE & CO. JPMORGAN CHASE & CO.203.4K shares6.56%2026-06-302026-07-29

Sponsored

GLOBAL X FDS AI SEMIC GLOBAL X FDS AI SEMIC617.6K sharesnew addition2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY IN129.3K shares78.20%2026-06-302026-07-29

VGIT VANGUARD SCOTTSDALE F1.1M shares0.62%2026-06-302026-07-29

HDUS LATTICE STRATEGIES TR873.7K shares6.20%2026-06-302026-07-29

WMT WALMART INC COM529.4K shares-21.11%2026-06-302026-07-29

XLC COMMUNICATION SERVICE543.7K shares-0.07%2026-06-302026-07-29

XLY SELECT SECTOR SPDR TR487.6K shares0.36%2026-06-302026-07-29

ISHG ISHARES TR 3YRTB ETF761.1K sharesnew addition2026-06-302026-07-29

Sponsored

VCIT VANGUARD SCOTTSDALE F661.7K shares0.17%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE F679.4K shares-22.99%2026-06-302026-07-29

EUFN ISHARES TR MSCI EURO1.4M shares6.14%2026-06-302026-07-29

PYLD PIMCO ETF TR MULTISEC1.9M shares0.18%2026-06-302026-07-29

BBCA J P MORGAN EXCHANGE-T472.7K shares5.11%2026-06-302026-07-29

IGLB ISHARES TR 10 YR INV917.5K shares7.13%2026-06-302026-07-29

HIG HARTFORD INSURANCE GR313.3K shares5.21%2026-06-302026-07-29

LLY LILLY ELI & CO COM33.0K shares6.56%2026-06-302026-07-29

Sponsored

ZROZ PIMCO ETF TR 25YR ZE557.4K shares0.19%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR661.6K shares0.16%2026-06-302026-07-29

VISA INC COM CL A VISA INC COM CL A100.3K shares51.59%2026-06-302026-07-29

UPS UNITED PARCEL SERVICE292.6K shares5.12%2026-06-302026-07-29

BSCT INVESCO EXCH TRD SLF1.5M shares7.07%2026-06-302026-07-29

PALANTIR TECHNOLOGIES PALANTIR TECHNOLOGIES229.4K shares2.47%2026-06-302026-07-29

KO COCA COLA CO307.7K shares5.00%2026-06-302026-07-29

PG PROCTER & GAMBLE CO C166.8K shares25.38%2026-06-302026-07-29

Sponsored

BROADCOM INC COM BROADCOM INC COM64.5K shares24.86%2026-06-302026-07-29

XLB SELECT SECTOR SPDR TR466.0K shares-0.01%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR48.2K shares1266.49%2026-06-302026-07-29

EXXON MOBIL CORP COM EXXON MOBIL CORP COM167.2K shares52.24%2026-06-302026-07-29

CAT CATERPILLAR INC COM19.7K shares75.91%2026-06-302026-07-29

IHI ISHARES TR TR U.S. ME419.5K shares-4.09%2026-06-302026-07-29

TSLA TESLA MTRS INC COM48.7K shares2.85%2026-06-302026-07-29

GOOGL ALPHABET CLASS A53.3K shares30.03%2026-06-302026-07-29

Sponsored

XLP SELECT SECTOR SPDR TR224.6K shares0.59%2026-06-302026-07-29

TGT TARGET CORP138.1K shares3810.08%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON COM64.3K shares43.27%2026-06-302026-07-29

RFDA ALPS ETF TR RIVERFRNT228.4K shares-6.14%2026-06-302026-07-29

IGV ISHARES TR EXPANDED T175.0K sharesnew addition2026-06-302026-07-29

ABBVIE INC COM ABBVIE INC COM59.6K shares56.01%2026-06-302026-07-29

HD HOME DEPOT INC COM42.4K shares49.30%2026-06-302026-07-29

CMF ISHARES TR CALIF MUN241.4K shares-1.28%2026-06-302026-07-29

Sponsored

BAC BANK OF AMERICA CORPO224.8K shares-2.83%2026-06-302026-07-29

LOW LOWES COS INC COM57.6K shares276.34%2026-06-302026-07-29

HDEF DBX ETF TR XTRACK MSC392.4K shares6.36%2026-06-302026-07-29

GEV GE VERNOVA LLC COM10.6K shares106.54%2026-06-302026-07-29

NETFLIX INC COM NETFLIX INC COM169.1K shares431.45%2026-06-302026-07-29

QQQM INVESCO NASDAQ 100 ET39.5K shares1.66%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP I47.5K shares22.91%2026-06-302026-07-29

CRM SALESFORCE COM INC CO73.4K shares2214.69%2026-06-302026-07-29

Sponsored

MU MICRON TECHNOLOGY INC9.6K shares42.15%2026-06-302026-07-29

ADOBE SYS INC COM ADOBE SYS INC COM52.4K sharesnew addition2026-06-302026-07-29

IJH ISHARES TR S&P MIDCAP131.5K shares8.03%2026-06-302026-07-29

MRK MERCK & CO. INC COM77.8K shares44.17%2026-06-302026-07-29

RFDI FIRST TR EXCH TRADED112.6K shares-7.53%2026-06-302026-07-29

SJNK SPDR SER TR CAP S/T H377.2K shares-1.22%2026-06-302026-07-29

CVX CHEVRON CORP NEW COM55.6K shares79.40%2026-06-302026-07-29

MPC MARATHON PETE CORP CO35.9K shares-13.15%2026-06-302026-07-29

Sponsored

FACEBOOK INC CL A FACEBOOK INC CL A15.5K shares41.62%2026-06-302026-07-29

INTU INTUIT COM33.4K shares938.74%2026-06-302026-07-29

TT TRANE TECHNOLOGIES PL17.7K shares4.86%2026-06-302026-07-29

FI FISERV INC175.7K sharesnew addition2026-06-302026-07-29

JMUB J P MORGAN EXCHANGE T166.5K shares13.29%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICE14.0K shares30.30%2026-06-302026-07-29

MCD MCDONALDS CORP COM30.0K shares21.17%2026-06-302026-07-29

RAYTHEON TECHNOLOGIES RAYTHEON TECHNOLOGIES39.1K shares65.01%2026-06-302026-07-29

Sponsored

IBM INTERNATIONAL BUSINES26.3K shares29.54%2026-06-302026-07-29

VCLT VANGUARD SCOTTSDALE F95.3K shares4.68%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC59.6K shares-5.89%2026-06-302026-07-29

SOUTHERN CO COM SOUTHERN CO COM72.6K shares101.26%2026-06-302026-07-29

GLW CORNING INC COM27.1K shares69.63%2026-06-302026-07-29

SHYG ISHARES TR 0-5YR HI Y154.6K shares-2.85%2026-06-302026-07-29

PM PHILIP MORRIS INTL IN36.1K shares-32.17%2026-06-302026-07-29

MASTERCARD INCORPORAT MASTERCARD INCORPORAT12.6K shares45.45%2026-06-302026-07-29

Sponsored

EMR EMERSON ELEC CO44.4K shares50.66%2026-06-302026-07-29

IGIB ISHARES TR LEHMAN INT118.4K shares26.93%2026-06-302026-07-29

HMOP HARTFORD FDS EXCHANGE160.8K shares17.82%2026-06-302026-07-29

EDV VANGUARD WORLD FD EXT91.9K shares63.57%2026-06-302026-07-29

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP6.4K shares71.78%2026-06-302026-07-29

CNI CANADIAN NATL RY CO C49.4K shares0.89%2026-06-302026-07-29

SYK STRYKER CORPORATION C18.6K shares15.36%2026-06-302026-07-29

JPMB J P MORGAN EXCHANGE T141.9K shares1.19%2026-06-302026-07-29

Sponsored

ORACLE SYS CORP ORACLE SYS CORP37.0K shares27.29%2026-06-302026-07-29

MLI MUELLER INDS INC COM86.0K shares100.00%2026-06-302026-07-29

KMI KINDER MORGAN INC DEL154.4K shares17.69%2026-06-302026-07-29

AMGN AMGEN INC COM13.0K shares102.77%2026-06-302026-07-29

IWF ISHARES TR RUSSELL10037.8K shares351.07%2026-06-302026-07-29

GPIQ GOLDMAN SACHS ETF TR74.6K shares45.22%2026-06-302026-07-29

XYLD GLOBAL X S&P 500 COVE105.3K shares6.36%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL IN10.7K shares0.22%2026-06-302026-07-29

Sponsored

HCA HCA HOLDINGS INC COM10.9K shares833.42%2026-06-302026-07-29

DOV DOVER CORP18.4K shares504.46%2026-06-302026-07-29

ANGL VANECK VECTORS FALLEN141.5K shares-0.47%2026-06-302026-07-29

EFA ISHARES TR MSCI EAFE39.5K shares13.88%2026-06-302026-07-29

SHW SHERWIN WILLIAMS CO C11.7K shares149.14%2026-06-302026-07-29

ABT ABBOTT LABORATORIES C44.5K shares29.14%2026-06-302026-07-29

TXN TEXAS INSTRS INC COM13.4K shares149.51%2026-06-302026-07-29

BK BANK OF NEW YORK MELL27.4K shares48.58%2026-06-302026-07-29

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MO ALTRIA GROUP INC COM53.8K shares36.24%2026-06-302026-07-29

3M CO COM 3M CO COM23.3K shares51.87%2026-06-302026-07-29

NEXTERA ENERGY INC CO NEXTERA ENERGY INC CO42.9K shares25.35%2026-06-302026-07-29

FLJP FRANKLIN TEMPLETON ET94.4K shares-87.37%2026-06-302026-07-29

EOG EOG RES INC COM28.1K shares-84.91%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP11.6K shares9.71%2026-06-302026-07-29

RFCI ALPS ETF TR RIVERFRON159.7K shares-2.31%2026-06-302026-07-29

HYGW ISHARES TR HIGH YLD C121.1K shares5.47%2026-06-302026-07-29

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WFC WELLS FARGO & CO NEW40.5K shares-68.37%2026-06-302026-07-29

INTC INTEL CORP COM23.8K shares-45.51%2026-06-302026-07-29

KLAC KLA-TENCOR CORP COM10.8K sharesnew addition2026-06-302026-07-29

VZ VERIZON COMMUNICATION74.4K shares81.82%2026-06-302026-07-29

RFEM FIRST TR EXCH TRADED33.3K shares-8.53%2026-06-302026-07-29

DE DEERE & CO COM4.9K shares126.49%2026-06-302026-07-29

IVW ISHARES TR S&P500 GRW22.6K shares7.17%2026-06-302026-07-29

DIS DISNEY WALT PRODTNS32.1K shares34.77%2026-06-302026-07-29

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DUK DUKE ENERGY CORP NEW23.9K shares105.73%2026-06-302026-07-29

ITW ILLINOIS TOOL WKS INC11.1K shares259.70%2026-06-302026-07-29

AZO AUTOZONE INC COM930 shares0.00%2026-06-302026-07-29

LRCX LAM RESEARCH CORP COM6.8K shares10.26%2026-06-302026-07-29

MGC VANGUARD WORLD FD MEG10.8K shares-60.21%2026-06-302026-07-29

SGOV ISHARES TR 0-3 MTH TR29.2K shares271.36%2026-06-302026-07-29

ACWX ISHARES TR MSCI ACWI37.1K shares11.75%2026-06-302026-07-29

PGR PROGRESSIVE CORP OHIO12.8K shares73.07%2026-06-302026-07-29

Sponsored

GS GOLDMAN SACHS GROUP I2.8K shares19.79%2026-06-302026-07-29

VTV VANGUARD INDEX FDS VA12.7K shares2.56%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED38.8K shares-31.56%2026-06-302026-07-29

VGT VANGUARD WORLD FDS IN22.9K shares741.12%2026-06-302026-07-29

TROW PRICE T ROWE GROUP IN23.3K shares0.00%2026-06-302026-07-29

TMO THERMO ELECTRON CORP4.9K shares2.17%2026-06-302026-07-29

MOTI VANECK ETF TRUST MRNG74.2K shares-92.90%2026-06-302026-07-29

PEP PEPSICO INC COM18.0K shares99.26%2026-06-302026-07-29

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IJR ISHARES TR S&P SMLCAP16.3K shares19.89%2026-06-302026-07-29

GPIX GOLDMAN SACHS ETF TR43.3K shares53.18%2026-06-302026-07-29

ETN EATON CORP PLC SHS5.6K shares4.97%2026-06-302026-07-29

SPDR TR UNIT SER 1 SPDR TR UNIT SER 13.1K shares95.42%2026-06-302026-07-29

ASML ASML HLDG NV N Y REGI1.2K shares338.26%2026-06-302026-07-29

RIGS ALPS ETF TR RIVERFRNT100.8K shares-6.03%2026-06-302026-07-29

ALB ALBEMARLE CORP COM16.9K sharesnew addition2026-06-302026-07-29

VOO VANGUARD INDEX FDS S&3.3K shares30.70%2026-06-302026-07-29

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HONEYWELL INTL INC CO HONEYWELL INTL INC CO9.9K sharesnew addition2026-06-302026-07-29

SEAGATE TECHNOLOGY HL SEAGATE TECHNOLOGY HL2.3K shares9.90%2026-06-302026-07-29

HONEYWELL AEROSPACE I HONEYWELL AEROSPACE I9.9K sharesnew addition2026-06-302026-07-29

COP CONOCOPHILLIPS COM20.8K shares36.34%2026-06-302026-07-29

CHUBB LIMITED COM CHUBB LIMITED COM6.3K shares18.66%2026-06-302026-07-29

OEF ISHARES TR S&P 100 ID5.8K shares9.17%2026-06-302026-07-29

DOMINION RES INC VA N DOMINION RES INC VA N31.0K shares33.24%2026-06-302026-07-29

PLXS PLEXUS CORP COM7.0K shares0.00%2026-06-302026-07-29

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IWR ISHARES TR RUSSELL MI19.0K shares49.10%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCES9.2K shares139.67%2026-06-302026-07-29

UNP UNION PAC CORP7.6K shares10.48%2026-06-302026-07-29

LII LENNOX INTL INC COM3.6K shares0.06%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO6.0K shares44.26%2026-06-302026-07-29

GE GENERAL ELECTRIC CO C5.2K shares-57.19%2026-06-302026-07-29

BMY BRISTOL MYERS SQUIBB32.9K shares1.47%2026-06-302026-07-29

VLO VALERO ENERGY CORP NE7.3K shares8.07%2026-06-302026-07-29

Sponsored

QCOM QUALCOMM INC COM10.2K shares6.95%2026-06-302026-07-29

VUG VANGUARD INDEX FDS GR21.5K shares547.06%2026-06-302026-07-29

MCK MCKESSON CORP COM2.4K shares47.27%2026-06-302026-07-29

CROWDSTRIKE HOLDINGS CROWDSTRIKE HOLDINGS2.3K shares14.64%2026-06-302026-07-29

APPLIED MATLS INC COM APPLIED MATLS INC COM2.5K shares97.45%2026-06-302026-07-29

CAH CARDINAL HEALTH INC C7.2K sharesnew addition2026-06-302026-07-29

QUANTA SVCS INC COM QUANTA SVCS INC COM2.3K shares25.67%2026-06-302026-07-29

SPTM SPDR SERIES TRUST DJW18.1K shares13.38%2026-06-302026-07-29

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ADI ANALOG DEVICES INC CO4.0K shares48.86%2026-06-302026-07-29

TLT ISHARES TR 20 YR TRS18.5K shares-4.11%2026-06-302026-07-29

HSY HERSHEY FOODS CORP8.7K shares3.80%2026-06-302026-07-29

BA BOEING CO COM7.0K shares38.56%2026-06-302026-07-29

TRAVELERS COMPANIES I TRAVELERS COMPANIES I4.5K shares18.96%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP2.9K shares9.88%2026-06-302026-07-29

MUB ISHARES TR S&P NATL M13.9K shares2.09%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED6.3K shares7.64%2026-06-302026-07-29

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UNITEDHEALTH GROUP IN UNITEDHEALTH GROUP IN3.6K shares7.14%2026-06-302026-07-29

MOD MODINE MFG CO COM5.5K sharesnew addition2026-06-302026-07-29

MIRM MIRUM PHARMACEUTICALS12.3K sharesnew addition2026-06-302026-07-29

QYLD GLOBAL X FDS NASDAQ 177.4K shares12.19%2026-06-302026-07-29

BSX BOSTON SCIENTIFIC COR33.3K shares33.66%2026-06-302026-07-29

PSX PHILLIPS 66 COM8.4K shares75.66%2026-06-302026-07-29

NOC NORTHROP GRUMMAN CORP2.7K shares26.47%2026-06-302026-07-29

PANW PALO ALTO NETWORKS IN4.0K shares134.42%2026-06-302026-07-29

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OKE ONEOK INC NEW15.4K shares0.24%2026-06-302026-07-29

ELV ANTHEM INC COM3.4K shares281.47%2026-06-302026-07-29

SUB ISHARES TR S&P SHRT N12.4K shares10.31%2026-06-302026-07-29

MS MORGAN STANLEY COM NE6.3K shares-21.41%2026-06-302026-07-29

TJX TJX COS INC NEW COM8.7K shares3.92%2026-06-302026-07-29

JOHNSON CTLS INTL PLC JOHNSON CTLS INTL PLC9.0K shares11.18%2026-06-302026-07-29

TGTX TG THERAPEUTICS INC C23.6K sharesnew addition2026-06-302026-07-29

RSG REPUBLIC SVCS INC COM6.1K shares33.58%2026-06-302026-07-29

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RY ROYAL BK CDA MONTREAL6.2K shares1.72%2026-06-302026-07-29

EIX EDISON INTL COM16.7K shares23.99%2026-06-302026-07-29

T A T & T INC (NEW)58.9K shares27.90%2026-06-302026-07-29

BX BLACKSTONE GROUP INC10.3K shares6.67%2026-06-302026-07-29

VO VANGUARD INDEX FDS MI14.5K shares410.92%2026-06-302026-07-29

CMI CUMMINS ENGINE INC CO1.6K shares75.46%2026-06-302026-07-29

EEM ISHARES TR MSCI EMERG16.9K shares24.36%2026-06-302026-07-29

TMUS T-MOBILE US INC COM6.8K shares401.85%2026-06-302026-07-29

Sponsored

IWD ISHARES TR RUSSELL1004.6K shares2.22%2026-06-302026-07-29

PFE PFIZER INC COM46.0K shares5.60%2026-06-302026-07-29

CL COLGATE PALMOLIVE CO12.0K shares37.30%2026-06-302026-07-29

RYLD GLOBAL X X FDS RUSSEL67.8K shares13.26%2026-06-302026-07-29

USB US BANCORP DEL COM NE17.6K shares18.81%2026-06-302026-07-29

SHOP SHOPIFY INC CL A9.1K shares16.74%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC CL18.0K shares200.85%2026-06-302026-07-29

FREEPORT MCMORAN COPP FREEPORT MCMORAN COPP16.4K shares3.17%2026-06-302026-07-29

Sponsored

SCHW SCHWAB CHARLES CORP N10.9K shares6.58%2026-06-302026-07-29

SOXX ISHARES TR S&P NA SEM1.5K shares0.00%2026-06-302026-07-29

PCAR PACCAR INC COM7.6K shares0.00%2026-06-302026-07-29

WMB WILLIAMS COS INC DEL12.2K shares36.12%2026-06-302026-07-29

COHR COHERENT CORP COM2.3K sharesnew addition2026-06-302026-07-29

CSX CSX CORP18.8K shares-67.66%2026-06-302026-07-29

PNFP PINNACLE FINL PARTNER8.7K shares3.58%2026-06-302026-07-29

XCCC BONDBLOXX ETF TRUST C23.2K shares5.35%2026-06-302026-07-29

Sponsored

EME EMCOR GROUP INC COM1.0K shares0.30%2026-06-302026-07-29

BLK BLACKROCK INC COM866 shares30.23%2026-06-302026-07-29

CI CIGNA CORP2.9K shares20.63%2026-06-302026-07-29

WASTE MGMT INC DEL CO WASTE MGMT INC DEL CO3.6K shares107.87%2026-06-302026-07-29

CORTEVA INC COM CORTEVA INC COM9.4K shares49.60%2026-06-302026-07-29

PRFZ INVESCO FTSE RAFI US14.1K shares0.00%2026-06-302026-07-29

AFL AFLAC INC6.6K shares93.31%2026-06-302026-07-29

ARLP ALLIANCE RES PARTNER32.0K shares0.00%2026-06-302026-07-29

Sponsored

VEEV VEEVA SYS INC CL A CO4.3K shares72.92%2026-06-302026-07-29

PEG PUBLIC SVC ENTERPRISE9.3K shares1.93%2026-06-302026-07-29

HBAN HUNTINGTON BANCSHARES42.3K shares0.00%2026-06-302026-07-29

PH PARKER HANNIFIN CORP766 shares14.67%2026-06-302026-07-29

CPRT COPART INC COM26.6K shares2.12%2026-06-302026-07-29

ANET ARISTA NETWORKS INC C4.4K shares16.66%2026-06-302026-07-29

JBHT HUNT J B TRANS SVCS I2.5K shares0.00%2026-06-302026-07-29

EMB ISHARES TR JPMORGAN U7.5K shares0.00%2026-06-302026-07-29

Sponsored

COF CAPITAL ONE FINL CORP3.6K shares5.66%2026-06-302026-07-29

IWM ISHARES TR RUSSELL 202.4K shares40.36%2026-06-302026-07-29

GD GENERAL DYNAMICS CORP2.0K shares73.50%2026-06-302026-07-29

IEO ISHARES TR DJ OIL&GAS6.5K shares-12.01%2026-06-302026-07-29

CGGR CAPITAL GROUP GROWTH15.0K shares0.00%2026-06-302026-07-29

C CITIGROUP INC5.0K shares6.05%2026-06-302026-07-29

EMM GLOBAL X FDS EMERGING15.5K shares0.00%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY11.6K shares19.20%2026-06-302026-07-29

Sponsored

VB VANGUARD INDEX FDS SM2.3K shares52.23%2026-06-302026-07-29

SHEL SHELL PLC SPON ADS8.6K shares41.10%2026-06-302026-07-29

CME CME GROUP INC COM3.0K shares32.69%2026-06-302026-07-29

HEDJ WISDOMTREE TR EUROPE11.5K shares-1.17%2026-06-302026-07-29

VTRS VIATRIS INC COM41.2K sharesnew addition2026-06-302026-07-29

MSI MOTOROLA SOLUTIONS IN1.6K shares4.75%2026-06-302026-07-29

GILD GILEAD SCIENCES INC C5.1K shares42.18%2026-06-302026-07-29

CARR CARRIER GLOBAL CORP8.8K sharesnew addition2026-06-302026-07-29

Sponsored

APD AIR PRODS & CHEMS INC2.2K shares48.87%2026-06-302026-07-29

KKR KKR & CO INC COM6.9K shares10.20%2026-06-302026-07-29

WSBC WESBANCO INC COM16.0K shares-11.11%2026-06-302026-07-29

CLF CLEVELAND-CLIFFS INC65.6K sharesnew addition2026-06-302026-07-29

APOLLO GLOBAL MGMT IN APOLLO GLOBAL MGMT IN5.1K shares16.60%2026-06-302026-07-29

RF REGIONS FINANCIAL COR19.6K sharesnew addition2026-06-302026-07-29

PXF INVESCO EXCH TRADED F7.8K shares4.64%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR U16.2K shares0.34%2026-06-302026-07-29

Sponsored

CEG CONSTELLATION ENERGY2.3K shares43.64%2026-06-302026-07-29

IDCC INTERDIGITAL INC COM2.0K sharesnew addition2026-06-302026-07-29

EWC ISHARES INC MSCI CDA9.9K shares1.50%2026-06-302026-07-29

NEU NEWMARKET CORP COM708 sharesnew addition2026-06-302026-07-29

VRT VERTIV HOLDINGS CO CO1.7K shares32.33%2026-06-302026-07-29

ADSK AUTODESK INC COM2.9K shares2.94%2026-06-302026-07-29

DAL DELTA AIR LINES INC D5.8K sharesnew addition2026-06-302026-07-29

IONQ INC COM IONQ INC COM10.0K shares0.33%2026-06-302026-07-29

Sponsored

NRG NRG ENERGY INC COM NE3.6K shares10.72%2026-06-302026-07-29

AEP AMERICAN ELECTRIC POW3.9K shares66.54%2026-06-302026-07-29

LHX L3 HARRIS TECHNOLOGIE1.8K shares53.36%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR9.6K shares32.70%2026-06-302026-07-29

MMC MARSH & MCLENNAN COS3.1K shares3.49%2026-06-302026-07-29

CVS CVS CORP5.0K shares63.24%2026-06-302026-07-29

ING ING GROEP N V SPONSOR16.2K shares11.97%2026-06-302026-07-29

KMB KIMBERLY CLARK CORP C4.6K shares32.28%2026-06-302026-07-29

Sponsored

MEDTRONIC PLC SHS MEDTRONIC PLC SHS6.5K shares58.22%2026-06-302026-07-29

TER TERADYNE INC COM1.0K sharesnew addition2026-06-302026-07-29

ENB ENBRIDGE INC COM9.2K shares44.46%2026-06-302026-07-29

UNIT UNITI GROUP INC COM S42.8K shares13.84%2026-06-302026-07-29

VRTX VERTEX PHARMACEUTICAL987 shares6.24%2026-06-302026-07-29

NKE NIKE INC CL B11.9K shares1.20%2026-06-302026-07-29

IVE ISHARES TR S&P 500 VA2.1K shares37.03%2026-06-302026-07-29

TEL TE CONNECTIVITY PLC O2.4K shares90.89%2026-06-302026-07-29

Sponsored

ALL ALLSTATE CORP COM2.0K shares48.38%2026-06-302026-07-29

QBTS D-WAVE QUANTUM INC20.0K shares0.00%2026-06-302026-07-29

DVY ISHARES TR DJ SEL DIV3.0K shares36.10%2026-06-302026-07-29

FDX FEDEX CORP COM1.5K shares-86.63%2026-06-302026-07-29

TFC TRUIST FINL CORP COM9.5K shares9.00%2026-06-302026-07-29

EPD ENTERPRISE PRODS PART12.8K sharesnew addition2026-06-302026-07-29

BTI BRITISH AMERN TOB PLC7.5K shares0.33%2026-06-302026-07-29

SBUX STARBUCKS CORP COM4.5K shares7.07%2026-06-302026-07-29

Sponsored

WLK WESTLAKE CHEM CORP CO6.3K shares-3.03%2026-06-302026-07-29

CGDV CAPITAL GROUP DIVIDEN9.1K shares0.00%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC6.1K shares10.46%2026-06-302026-07-29

IXN ISHARES TR S&P GBL IN3.0K shares0.00%2026-06-302026-07-29

SERVICENOW INC COM SERVICENOW INC COM4.4K shares75.49%2026-06-302026-07-29

NEM NEWMONT MNG CORP4.6K shares8.52%2026-06-302026-07-29

FTCA PUTNAM ETF TRUST FRAN57.8K shares-0.54%2026-06-302026-07-29

DRI DARDEN RESTAURANTS IN2.1K shares28.39%2026-06-302026-07-29

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC3.1K sharesnew addition2026-06-302026-07-29

MSA MSA SAFETY INC COM2.4K shares-11.34%2026-06-302026-07-29

CASY CASEYS GEN STORES INC511 sharesnew addition2026-06-302026-07-29

COR AMERISOURCEBERGEN COR1.4K shares0.99%2026-06-302026-07-29

YUM YUM BRANDS INC COM2.5K sharesnew addition2026-06-302026-07-29

WHR WHIRLPOOL CORP10.2K shares1.78%2026-06-302026-07-29

OVL LISTED FD TR SHARES L7.1K shares7.45%2026-06-302026-07-29

TMP TOMPKINS FINL CORP CO4.2K sharesnew addition2026-06-302026-07-29

Sponsored

ROCK GIBRALTAR INDS INC CO8.7K sharesnew addition2026-06-302026-07-29

AJG GALLAGHER ARTHUR J &1.7K shares9.20%2026-06-302026-07-29

FHI FEDERATED INVS INC PA7.0K shares12.10%2026-06-302026-07-29

RGTI RIGETTI COMPUTING INC20.1K shares0.46%2026-06-302026-07-29

AMERIPRISE FINL INC C AMERIPRISE FINL INC C844 shares0.00%2026-06-302026-07-29

SLB SLB LIMITED COM STK8.3K sharesnew addition2026-06-302026-07-29

Q QNITY ELECTRONICS INC2.3K sharesnew addition2026-06-302026-07-29

SDY SPDR SERIES TRUST S&P2.5K shares0.00%2026-06-302026-07-29

Sponsored

SITC INTERNATIONAL HO SITC INTERNATIONAL HO9.4K shares6.02%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC2.0K shares14.37%2026-06-302026-07-29

S&P GLOBAL INC COM S&P GLOBAL INC COM917 shares49.59%2026-06-302026-07-29

O REALTY INCOME CORP CO6.0K shares7.14%2026-06-302026-07-29

MAS MASCO CORP COM4.5K sharesnew addition2026-06-302026-07-29

VST VISTRA CORP COM2.3K shares2.45%2026-06-302026-07-29

BXP BOSTON PROPERTIES INC5.5K sharesnew addition2026-06-302026-07-29

AGQ PROSHARES TR II ULTRA5.4K shares0.00%2026-06-302026-07-29

Sponsored

WDC WESTERN DIGITAL CORP568 sharesnew addition2026-06-302026-07-29

ENAGAS S A ADR ENAGAS S A ADR37.0K shares6.90%2026-06-302026-07-29

APH AMPHENOL CORP CL A2.0K shares16.06%2026-06-302026-07-29

SYBT STOCK YDS BANCORP INC4.7K shares0.00%2026-06-302026-07-29

VXUS VANGUARD STAR FD INTL4.1K shares4.96%2026-06-302026-07-29

LIN LINDE PLC SHS671 shares41.86%2026-06-302026-07-29

SPLB SPDR SERIES TRUST POR15.1K shares0.00%2026-06-302026-07-29

OTIS OTIS WORLDWIDE CORP4.7K sharesnew addition2026-06-302026-07-29

Sponsored

TD TORONTO DOMINION BK O2.8K sharesnew addition2026-06-302026-07-29

RNST RENASANT CORP COM8.0K shares0.00%2026-06-302026-07-29

TPR TAPESTRY INC COM2.3K shares0.00%2026-06-302026-07-29

PPG PPG INDS INC COM2.8K sharesnew addition2026-06-302026-07-29

DVN DEVON ENERGY CORP NEW8.1K shares26.41%2026-06-302026-07-29

CGUS CAPITAL GROUP CORE EQ7.5K shares0.00%2026-06-302026-07-29

SNDK SANDISK CORP COM143 sharesnew addition2026-06-302026-07-29

TDG TRANSDIGM GROUP INC C244 sharesnew addition2026-06-302026-07-29

Sponsored

LDOS LEIDOS HLDGS INC COM3.1K shares-0.16%2026-06-302026-07-29

FAST FASTENAL CO COM6.6K shares49.62%2026-06-302026-07-29

FTEC FIDELITY MSCI INFO TE1.1K shares8.72%2026-06-302026-07-29

HPE HEWLETT PACKARD ENTER6.7K sharesnew addition2026-06-302026-07-29

BMO BANK MONTREAL QUE COM1.7K sharesnew addition2026-06-302026-07-29

EZM WISDOMTREE US MIDCAP4.0K sharesnew addition2026-06-302026-07-29

VOD VODAFONE GROUP PLC NE22.5K shares6.58%2026-06-302026-07-29

OC OWENS CORNING NEW COM1.9K shares0.00%2026-06-302026-07-29

Sponsored

SCZ ISHARES TR MSCI SMALL3.5K sharesnew addition2026-06-302026-07-29

DHR DANAHER CORP DEL COM1.5K sharesnew addition2026-06-302026-07-29

WU WESTERN UN CO COM37.7K shares20.11%2026-06-302026-07-29

GLD SPDR GOLD TRUST GOLD782 shares0.00%2026-06-302026-07-29

TTE TOTALENERGIES SE ACT3.6K shares43.49%2026-06-302026-07-29

BR BROADRIDGE FINL SOLUT2.1K sharesnew addition2026-06-302026-07-29

BP BP PLC SPONSORED ADR7.5K shares2.75%2026-06-302026-07-29

AIZ ASSURANT INC COM1.0K sharesnew addition2026-06-302026-07-29

Sponsored

MICROCHIP TECHNOLOGY MICROCHIP TECHNOLOGY3.0K sharesnew addition2026-06-302026-07-29

MNST MONSTER BEVERAGE CORP2.8K sharesnew addition2026-06-302026-07-29

GL GLOBE LIFE INC COM1.5K sharesnew addition2026-06-302026-07-29

VYM VANGUARD WHITEHALL FD1.7K shares-0.29%2026-06-302026-07-29

SON SONOCO PRODUCTS4.7K shares-6.50%2026-06-302026-07-29

AXON AXON ENTERPRISE INC C475 shares0.00%2026-06-302026-07-29

GIS GENERAL MLS INC COM7.6K shares7.72%2026-06-302026-07-29

ED CONSOLIDATED EDISON I2.4K sharesnew addition2026-06-302026-07-29

Sponsored

ALLEGHENY TECHNOLOGIE ALLEGHENY TECHNOLOGIE1.3K sharesnew addition2026-06-302026-07-29

WSO WATSCO INC COM625 shares2.46%2026-06-302026-07-29

ICE INTERCONTINENTAL EXCH2.1K shares4.36%2026-06-302026-07-29

HWM HOWMET AEROSPACE INC954 shares2.03%2026-06-302026-07-29

PAYX PAYCHEX INC COM2.6K sharesnew addition2026-06-302026-07-29

ATO ATMOS ENERGY CORP COM1.5K shares15.70%2026-06-302026-07-29

EWJ ISHARES INC MSCI JPN2.7K shares-0.44%2026-06-302026-07-29

CINF CINCINNATI FINL CORP1.4K sharesnew addition2026-06-302026-07-29

Sponsored

LNT ALLIANT ENERGY CORP C3.3K shares-0.15%2026-06-302026-07-29

EQT EQT CORP COM4.7K shares13.51%2026-06-302026-07-29

SYY SYSCO CORP COM3.0K sharesnew addition2026-06-302026-07-29

NOBL PROSHARES TR S&P 5004.3K sharesnew addition2026-06-302026-07-29

FANG DIAMONDBACK ENERGY IN1.4K sharesnew addition2026-06-302026-07-29

DFAC DIMENSIONAL ETF TRUST5.4K shares0.00%2026-06-302026-07-29

WEC WEC ENERGY GROUP INC2.0K shares12.38%2026-06-302026-07-29

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.2K shares-52.11%2026-06-302026-07-29

Sponsored

MDY SPDR S&P MIDCAP 400 E330 sharesnew addition2026-06-302026-07-29

MAIN MAIN STR CAP CORP COM4.4K sharesnew addition2026-06-302026-07-29

CMCSA COMCAST CORP NEW COM9.2K shares6.97%2026-06-302026-07-29

DKS DICKS SPORTING GOODS983 sharesnew addition2026-06-302026-07-29

CW CURTISS WRIGHT CORP C292 sharesnew addition2026-06-302026-07-29

F FORD MTR CO DEL15.9K shares10.27%2026-06-302026-07-29

STE STERIS PLC SHS USD1.0K shares0.48%2026-06-302026-07-29

ROYAL CARIBBEAN CRUIS ROYAL CARIBBEAN CRUIS694 sharesnew addition2026-06-302026-07-29

Sponsored

WSM WILLIAMS SONOMA INC C942 sharesnew addition2026-06-302026-07-29

SOLV SOLVENTUM CORP COM SH2.8K sharesnew addition2026-06-302026-07-29

WRB BERKLEY W R CORP COM3.1K shares0.45%2026-06-302026-07-29

HYS PIMCO ETF TR 0-5 HIGH2.3K shares0.00%2026-06-302026-07-29

MUFG MITSUBISHI UFJ FINL G10.7K sharesnew addition2026-06-302026-07-29

MKL MARKEL CORP COM109 sharesnew addition2026-06-302026-07-29

BKNG BOOKING HLDGS IN COM1.2K sharesnew addition2026-06-302026-07-29

CDNS CADENCE DESIGN SYSTEM559 sharesnew addition2026-06-302026-07-29

Sponsored

VV VANGUARD INDEX FDS LA601 sharesnew addition2026-06-302026-07-29

BN BROOKFIELD CORP CL A4.8K sharesnew addition2026-06-302026-07-29

VGLT VANGUARD SCOTTSDALE F3.7K sharesnew addition2026-06-302026-07-29

SNA SNAP ON INC COM509 sharesnew addition2026-06-302026-07-29

HLT HILTON WORLDWIDE HLDG619 sharesnew addition2026-06-302026-07-29

FTCS FIRST TR EXCHANGE TRA2.2K shares-1.94%2026-06-302026-07-29

CMG CHIPOTLE MEXICAN GRIL6.0K sharesnew addition2026-06-302026-07-29

ORI OLD REP INTL CORP COM4.9K sharesnew addition2026-06-302026-07-29

Sponsored

CLOUDFLARE INC CL A C CLOUDFLARE INC CL A C821 sharesnew addition2026-06-302026-07-29

QUBT QUANTUM COMPUTING INC20.0K shares0.00%2026-06-302026-07-29

SBS COMPANHIA DE SANEAMEN20.6K sharesnew addition2026-06-302026-07-29

ISHARES TR CORE MSCI

14.91%

Shares3.8M

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST SEMI

3.22%

Shares441.1K

Event2026-06-30

Filed2026-07-29

GSLC

GOLDMAN SACHS ETF TR

-5.54%

Shares1.9M

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR U.S. TECH

3.79%

Shares1.0M

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC COM

-3.97%

Shares884.0K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

0.91%

Shares1.3M

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR EAFE VALUE

5.93%

Shares3.0M

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION CO

11.46%

Shares1.1M

Event2026-06-30

Filed2026-07-29

JIVE

J P MORGAN EXCHANGE T

56.78%

Shares2.4M

Event2026-06-30

Filed2026-07-29

SPAB

SPDR SERIES TRUST POR

0.29%

Shares7.8M

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE T

-16.25%

Shares3.5M

Event2026-06-30

Filed2026-07-29

SCHI

SCHWAB STRATEGIC TR 5

0.37%

Shares8.5M

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FD

0.46%

Shares2.4M

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR UNIT S

6.31%

Shares237.9K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST POR

53.50%

Shares1.9M

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X FDS US INFR

67.45%

Shares2.7M

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC CAP STK

5.96%

Shares447.8K

Event2026-06-30

Filed2026-07-29

IYG

ISHARES TR U.S. FIN S

3.06%

Shares1.5M

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP COM

22.28%

Shares365.3K

Event2026-06-30

Filed2026-07-29

ISHARES TR S&P 500 IN

0.84%

Shares181.7K

Event2026-06-30

Filed2026-07-29

JAAA

JANUS DETROIT STR TR

-0.04%

Shares2.6M

Event2026-06-30

Filed2026-07-29

TLH

ISHARES TR LEHMAN 10-

0.27%

Shares1.3M

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE T

0.89%

Shares2.1M

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC COM

6.92%

Shares516.2K

Event2026-06-30

Filed2026-07-29

IEF

ISHARES TR 7-10 YR TR

4.59%

Shares1.2M

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC MSCI EMRG

9.83%

Shares1.0M

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC CORE MSCI

6.25%

Shares1.2M

Event2026-06-30

Filed2026-07-29

IGSB

ISHARES TR ISHS 1-5YR

9.55%

Shares1.7M

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

1.07%

Shares526.7K

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

0.28%

Shares443.5K

Event2026-06-30

Filed2026-07-29

JPST

JP MORGAN EXCHANGE TR

-42.37%

Shares1.6M

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO.

6.56%

Shares203.4K

Event2026-06-30

Filed2026-07-29

GLOBAL X FDS AI SEMIC

New

Shares617.6K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY IN

78.20%

Shares129.3K

Event2026-06-30

Filed2026-07-29

VGIT

VANGUARD SCOTTSDALE F

0.62%

Shares1.1M

Event2026-06-30

Filed2026-07-29

HDUS

LATTICE STRATEGIES TR

6.20%

Shares873.7K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC COM

-21.11%

Shares529.4K

Event2026-06-30

Filed2026-07-29

XLC

COMMUNICATION SERVICE

-0.07%

Shares543.7K

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

0.36%

Shares487.6K

Event2026-06-30

Filed2026-07-29

ISHG

ISHARES TR 3YRTB ETF

New

Shares761.1K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE F

0.17%

Shares661.7K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE F

-22.99%

Shares679.4K

Event2026-06-30

Filed2026-07-29

EUFN

ISHARES TR MSCI EURO

6.14%

Shares1.4M

Event2026-06-30

Filed2026-07-29

PYLD

PIMCO ETF TR MULTISEC

0.18%

Shares1.9M

Event2026-06-30

Filed2026-07-29

BBCA

J P MORGAN EXCHANGE-T

5.11%

Shares472.7K

Event2026-06-30

Filed2026-07-29

IGLB

ISHARES TR 10 YR INV

7.13%

Shares917.5K

Event2026-06-30

Filed2026-07-29

HIG

HARTFORD INSURANCE GR

5.21%

Shares313.3K

Event2026-06-30

Filed2026-07-29

LLY

LILLY ELI & CO COM

6.56%

Shares33.0K

Event2026-06-30

Filed2026-07-29

ZROZ

PIMCO ETF TR 25YR ZE

0.19%

Shares557.4K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

0.16%

Shares661.6K

Event2026-06-30

Filed2026-07-29

VISA INC COM CL A

51.59%

Shares100.3K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SERVICE

5.12%

Shares292.6K

Event2026-06-30

Filed2026-07-29

BSCT

INVESCO EXCH TRD SLF

7.07%

Shares1.5M

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES

2.47%

Shares229.4K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

5.00%

Shares307.7K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO C

25.38%

Shares166.8K

Event2026-06-30

Filed2026-07-29

BROADCOM INC COM

24.86%

Shares64.5K

Event2026-06-30

Filed2026-07-29

XLB

SELECT SECTOR SPDR TR

-0.01%

Shares466.0K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR

1266.49%

Shares48.2K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP COM

52.24%

Shares167.2K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC COM

75.91%

Shares19.7K

Event2026-06-30

Filed2026-07-29

IHI

ISHARES TR TR U.S. ME

-4.09%

Shares419.5K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA MTRS INC COM

2.85%

Shares48.7K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET CLASS A

30.03%

Shares53.3K

Event2026-06-30

Filed2026-07-29

XLP

SELECT SECTOR SPDR TR

0.59%

Shares224.6K

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

3810.08%

Shares138.1K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON COM

43.27%

Shares64.3K

Event2026-06-30

Filed2026-07-29

RFDA

ALPS ETF TR RIVERFRNT

-6.14%

Shares228.4K

Event2026-06-30

Filed2026-07-29

IGV

ISHARES TR EXPANDED T

New

Shares175.0K

Event2026-06-30

Filed2026-07-29

ABBVIE INC COM

56.01%

Shares59.6K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC COM

49.30%

Shares42.4K

Event2026-06-30

Filed2026-07-29

CMF

ISHARES TR CALIF MUN

-1.28%

Shares241.4K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMERICA CORPO

-2.83%

Shares224.8K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC COM

276.34%

Shares57.6K

Event2026-06-30

Filed2026-07-29

HDEF

DBX ETF TR XTRACK MSC

6.36%

Shares392.4K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA LLC COM

106.54%

Shares10.6K

Event2026-06-30

Filed2026-07-29

NETFLIX INC COM

431.45%

Shares169.1K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO NASDAQ 100 ET

1.66%

Shares39.5K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP I

22.91%

Shares47.5K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE COM INC CO

2214.69%

Shares73.4K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

42.15%

Shares9.6K

Event2026-06-30

Filed2026-07-29

ADOBE SYS INC COM

New

Shares52.4K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR S&P MIDCAP

8.03%

Shares131.5K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO. INC COM

44.17%

Shares77.8K

Event2026-06-30

Filed2026-07-29

RFDI

FIRST TR EXCH TRADED

-7.53%

Shares112.6K

Event2026-06-30

Filed2026-07-29

SJNK

SPDR SER TR CAP S/T H

-1.22%

Shares377.2K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORP NEW COM

79.40%

Shares55.6K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP CO

-13.15%

Shares35.9K

Event2026-06-30

Filed2026-07-29

FACEBOOK INC CL A

41.62%

Shares15.5K

Event2026-06-30

Filed2026-07-29

INTU

INTUIT COM

938.74%

Shares33.4K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PL

4.86%

Shares17.7K

Event2026-06-30

Filed2026-07-29

FISERV INC

New

Shares175.7K

Event2026-06-30

Filed2026-07-29

JMUB

J P MORGAN EXCHANGE T

13.29%

Shares166.5K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICE

30.30%

Shares14.0K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP COM

21.17%

Shares30.0K

Event2026-06-30

Filed2026-07-29

RAYTHEON TECHNOLOGIES

65.01%

Shares39.1K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINES

29.54%

Shares26.3K

Event2026-06-30

Filed2026-07-29

VCLT

VANGUARD SCOTTSDALE F

4.68%

Shares95.3K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-5.89%

Shares59.6K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO COM

101.26%

Shares72.6K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC COM

69.63%

Shares27.1K

Event2026-06-30

Filed2026-07-29

SHYG

ISHARES TR 0-5YR HI Y

-2.85%

Shares154.6K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL IN

-32.17%

Shares36.1K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORAT

45.45%

Shares12.6K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

50.66%

Shares44.4K

Event2026-06-30

Filed2026-07-29

IGIB

ISHARES TR LEHMAN INT

26.93%

Shares118.4K

Event2026-06-30

Filed2026-07-29

HMOP

HARTFORD FDS EXCHANGE

17.82%

Shares160.8K

Event2026-06-30

Filed2026-07-29

EDV

VANGUARD WORLD FD EXT

63.57%

Shares91.9K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORP

71.78%

Shares6.4K

Event2026-06-30

Filed2026-07-29

CNI

CANADIAN NATL RY CO C

0.89%

Shares49.4K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION C

15.36%

Shares18.6K

Event2026-06-30

Filed2026-07-29

JPMB

J P MORGAN EXCHANGE T

1.19%

Shares141.9K

Event2026-06-30

Filed2026-07-29

ORACLE SYS CORP

27.29%

Shares37.0K

Event2026-06-30

Filed2026-07-29

MLI

MUELLER INDS INC COM

100.00%

Shares86.0K

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL

17.69%

Shares154.4K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC COM

102.77%

Shares13.0K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR RUSSELL100

351.07%

Shares37.8K

Event2026-06-30

Filed2026-07-29

GPIQ

GOLDMAN SACHS ETF TR

45.22%

Shares74.6K

Event2026-06-30

Filed2026-07-29

XYLD

GLOBAL X S&P 500 COVE

6.36%

Shares105.3K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL IN

0.22%

Shares10.7K

Event2026-06-30

Filed2026-07-29

HCA

HCA HOLDINGS INC COM

833.42%

Shares10.9K

Event2026-06-30

Filed2026-07-29

DOV

DOVER CORP

504.46%

Shares18.4K

Event2026-06-30

Filed2026-07-29

ANGL

VANECK VECTORS FALLEN

-0.47%

Shares141.5K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR MSCI EAFE

13.88%

Shares39.5K

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN WILLIAMS CO C

149.14%

Shares11.7K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES C

29.14%

Shares44.5K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC COM

149.51%

Shares13.4K

Event2026-06-30

Filed2026-07-29

BANK OF NEW YORK MELL

48.58%

Shares27.4K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC COM

36.24%

Shares53.8K

Event2026-06-30

Filed2026-07-29

3M CO COM

51.87%

Shares23.3K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC CO

25.35%

Shares42.9K

Event2026-06-30

Filed2026-07-29

FLJP

FRANKLIN TEMPLETON ET

-87.37%

Shares94.4K

Event2026-06-30

Filed2026-07-29

EOG

EOG RES INC COM

-84.91%

Shares28.1K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

9.71%

Shares11.6K

Event2026-06-30

Filed2026-07-29

RFCI

ALPS ETF TR RIVERFRON

-2.31%

Shares159.7K

Event2026-06-30

Filed2026-07-29

HYGW

ISHARES TR HIGH YLD C

5.47%

Shares121.1K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO NEW

-68.37%

Shares40.5K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP COM

-45.51%

Shares23.8K

Event2026-06-30

Filed2026-07-29

KLAC

KLA-TENCOR CORP COM

New

Shares10.8K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATION

81.82%

Shares74.4K

Event2026-06-30

Filed2026-07-29

RFEM

FIRST TR EXCH TRADED

-8.53%

Shares33.3K

Event2026-06-30

Filed2026-07-29

DEERE & CO COM

126.49%

Shares4.9K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR S&P500 GRW

7.17%

Shares22.6K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT PRODTNS

34.77%

Shares32.1K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

105.73%

Shares23.9K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

259.70%

Shares11.1K

Event2026-06-30

Filed2026-07-29

AZO

AUTOZONE INC COM

0.00%

Shares930

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP COM

10.26%

Shares6.8K

Event2026-06-30

Filed2026-07-29

MGC

VANGUARD WORLD FD MEG

-60.21%

Shares10.8K

Event2026-06-30

Filed2026-07-29

SGOV

ISHARES TR 0-3 MTH TR

271.36%

Shares29.2K

Event2026-06-30

Filed2026-07-29

ACWX

ISHARES TR MSCI ACWI

11.75%

Shares37.1K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP OHIO

73.07%

Shares12.8K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP I

19.79%

Shares2.8K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS VA

2.56%

Shares12.7K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED

-31.56%

Shares38.8K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FDS IN

741.12%

Shares22.9K

Event2026-06-30

Filed2026-07-29

TROW

PRICE T ROWE GROUP IN

0.00%

Shares23.3K

Event2026-06-30

Filed2026-07-29

TMO

THERMO ELECTRON CORP

2.17%

Shares4.9K

Event2026-06-30

Filed2026-07-29

MOTI

VANECK ETF TRUST MRNG

-92.90%

Shares74.2K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC COM

99.26%

Shares18.0K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR S&P SMLCAP

19.89%

Shares16.3K

Event2026-06-30

Filed2026-07-29

GPIX

GOLDMAN SACHS ETF TR

53.18%

Shares43.3K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC SHS

4.97%

Shares5.6K

Event2026-06-30

Filed2026-07-29

SPDR TR UNIT SER 1

95.42%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV N Y REGI

338.26%

Shares1.2K

Event2026-06-30

Filed2026-07-29

RIGS

ALPS ETF TR RIVERFRNT

-6.03%

Shares100.8K

Event2026-06-30

Filed2026-07-29

ALB

ALBEMARLE CORP COM

New

Shares16.9K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS S&

30.70%

Shares3.3K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC CO

New

Shares9.9K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HL

9.90%

Shares2.3K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE I

New

Shares9.9K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS COM

36.34%

Shares20.8K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED COM

18.66%

Shares6.3K

Event2026-06-30

Filed2026-07-29

OEF

ISHARES TR S&P 100 ID

9.17%

Shares5.8K

Event2026-06-30

Filed2026-07-29

DOMINION RES INC VA N

33.24%

Shares31.0K

Event2026-06-30

Filed2026-07-29

PLXS

PLEXUS CORP COM

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR RUSSELL MI

49.10%

Shares19.0K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCES

139.67%

Shares9.2K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

10.48%

Shares7.6K

Event2026-06-30

Filed2026-07-29

LII

LENNOX INTL INC COM

0.06%

Shares3.6K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

44.26%

Shares6.0K

Event2026-06-30

Filed2026-07-29

GENERAL ELECTRIC CO C

-57.19%

Shares5.2K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL MYERS SQUIBB

1.47%

Shares32.9K

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP NE

8.07%

Shares7.3K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC COM

6.95%

Shares10.2K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS GR

547.06%

Shares21.5K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP COM

47.27%

Shares2.4K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HOLDINGS

14.64%

Shares2.3K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC COM

97.45%

Shares2.5K

Event2026-06-30

Filed2026-07-29

CAH

CARDINAL HEALTH INC C

New

Shares7.2K

Event2026-06-30

Filed2026-07-29

QUANTA SVCS INC COM

25.67%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SPTM

SPDR SERIES TRUST DJW

13.38%

Shares18.1K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC CO

48.86%

Shares4.0K

Event2026-06-30

Filed2026-07-29

TLT

ISHARES TR 20 YR TRS

-4.11%

Shares18.5K

Event2026-06-30

Filed2026-07-29

HSY

HERSHEY FOODS CORP

3.80%

Shares8.7K

Event2026-06-30

Filed2026-07-29

BOEING CO COM

38.56%

Shares7.0K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES I

18.96%

Shares4.5K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

9.88%

Shares2.9K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR S&P NATL M

2.09%

Shares13.9K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED

7.64%

Shares6.3K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP IN

7.14%

Shares3.6K

Event2026-06-30

Filed2026-07-29

MOD

MODINE MFG CO COM

New

Shares5.5K

Event2026-06-30

Filed2026-07-29

MIRM

MIRUM PHARMACEUTICALS

New

Shares12.3K

Event2026-06-30

Filed2026-07-29

QYLD

GLOBAL X FDS NASDAQ 1

12.19%

Shares77.4K

Event2026-06-30

Filed2026-07-29

BSX

BOSTON SCIENTIFIC COR

33.66%

Shares33.3K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66 COM

75.66%

Shares8.4K

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP

26.47%

Shares2.7K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS IN

134.42%

Shares4.0K

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC NEW

0.24%

Shares15.4K

Event2026-06-30

Filed2026-07-29

ELV

ANTHEM INC COM

281.47%

Shares3.4K

Event2026-06-30

Filed2026-07-29

SUB

ISHARES TR S&P SHRT N

10.31%

Shares12.4K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY COM NE

-21.41%

Shares6.3K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW COM

3.92%

Shares8.7K

Event2026-06-30

Filed2026-07-29

JOHNSON CTLS INTL PLC

11.18%

Shares9.0K

Event2026-06-30

Filed2026-07-29

TGTX

TG THERAPEUTICS INC C

New

Shares23.6K

Event2026-06-30

Filed2026-07-29

RSG

REPUBLIC SVCS INC COM

33.58%

Shares6.1K

Event2026-06-30

Filed2026-07-29

ROYAL BK CDA MONTREAL

1.72%

Shares6.2K

Event2026-06-30

Filed2026-07-29

EIX

EDISON INTL COM

23.99%

Shares16.7K

Event2026-06-30

Filed2026-07-29

A T & T INC (NEW)

27.90%

Shares58.9K

Event2026-06-30

Filed2026-07-29

BLACKSTONE GROUP INC

6.67%

Shares10.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS MI

410.92%

Shares14.5K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS ENGINE INC CO

75.46%

Shares1.6K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR MSCI EMERG

24.36%

Shares16.9K

Event2026-06-30

Filed2026-07-29

TMUS

T-MOBILE US INC COM

401.85%

Shares6.8K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR RUSSELL100

2.22%

Shares4.6K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC COM

5.60%

Shares46.0K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

37.30%

Shares12.0K

Event2026-06-30

Filed2026-07-29

RYLD

GLOBAL X X FDS RUSSEL

13.26%

Shares67.8K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP DEL COM NE

18.81%

Shares17.6K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC CL A

16.74%

Shares9.1K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC CL

200.85%

Shares18.0K

Event2026-06-30

Filed2026-07-29

FREEPORT MCMORAN COPP

3.17%

Shares16.4K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP N

6.58%

Shares10.9K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR S&P NA SEM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

PCAR

PACCAR INC COM

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC DEL

36.12%

Shares12.2K

Event2026-06-30

Filed2026-07-29

COHR

COHERENT CORP COM

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

-67.66%

Shares18.8K

Event2026-06-30

Filed2026-07-29

PNFP

PINNACLE FINL PARTNER

3.58%

Shares8.7K

Event2026-06-30

Filed2026-07-29

XCCC

BONDBLOXX ETF TRUST C

5.35%

Shares23.2K

Event2026-06-30

Filed2026-07-29

EME

EMCOR GROUP INC COM

0.30%

Shares1.0K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC COM

30.23%

Shares866

Event2026-06-30

Filed2026-07-29

CIGNA CORP

20.63%

Shares2.9K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL CO

107.87%

Shares3.6K

Event2026-06-30

Filed2026-07-29

CORTEVA INC COM

49.60%

Shares9.4K

Event2026-06-30

Filed2026-07-29

PRFZ

INVESCO FTSE RAFI US

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-29

AFL

AFLAC INC

93.31%

Shares6.6K

Event2026-06-30

Filed2026-07-29

ARLP

ALLIANCE RES PARTNER

0.00%

Shares32.0K

Event2026-06-30

Filed2026-07-29

VEEV

VEEVA SYS INC CL A CO

72.92%

Shares4.3K

Event2026-06-30

Filed2026-07-29

PEG

PUBLIC SVC ENTERPRISE

1.93%

Shares9.3K

Event2026-06-30

Filed2026-07-29

HBAN

HUNTINGTON BANCSHARES

0.00%

Shares42.3K

Event2026-06-30

Filed2026-07-29

PARKER HANNIFIN CORP

14.67%

Shares766

Event2026-06-30

Filed2026-07-29

CPRT

COPART INC COM

2.12%

Shares26.6K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC C

16.66%

Shares4.4K

Event2026-06-30

Filed2026-07-29

JBHT

HUNT J B TRANS SVCS I

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

EMB

ISHARES TR JPMORGAN U

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

5.66%

Shares3.6K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR RUSSELL 20

40.36%

Shares2.4K

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

73.50%

Shares2.0K

Event2026-06-30

Filed2026-07-29

IEO

ISHARES TR DJ OIL&GAS

-12.01%

Shares6.5K

Event2026-06-30

Filed2026-07-29

CGGR

CAPITAL GROUP GROWTH

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

6.05%

Shares5.0K

Event2026-06-30

Filed2026-07-29

EMM

GLOBAL X FDS EMERGING

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY

19.20%

Shares11.6K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS SM

52.23%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC SPON ADS

41.10%

Shares8.6K

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC COM

32.69%

Shares3.0K

Event2026-06-30

Filed2026-07-29

HEDJ

WISDOMTREE TR EUROPE

-1.17%

Shares11.5K

Event2026-06-30

Filed2026-07-29

VTRS

VIATRIS INC COM

New

Shares41.2K

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS IN

4.75%

Shares1.6K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC C

42.18%

Shares5.1K

Event2026-06-30

Filed2026-07-29

CARR

CARRIER GLOBAL CORP

New

Shares8.8K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODS & CHEMS INC

48.87%

Shares2.2K

Event2026-06-30

Filed2026-07-29

KKR

KKR & CO INC COM

10.20%

Shares6.9K

Event2026-06-30

Filed2026-07-29

WSBC

WESBANCO INC COM

-11.11%

Shares16.0K

Event2026-06-30

Filed2026-07-29

CLF

CLEVELAND-CLIFFS INC

New

Shares65.6K

Event2026-06-30

Filed2026-07-29

APOLLO GLOBAL MGMT IN

16.60%

Shares5.1K

Event2026-06-30

Filed2026-07-29

REGIONS FINANCIAL COR

New

Shares19.6K

Event2026-06-30

Filed2026-07-29

PXF

INVESCO EXCH TRADED F

4.64%

Shares7.8K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR U

0.34%

Shares16.2K

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY

43.64%

Shares2.3K

Event2026-06-30

Filed2026-07-29

IDCC

INTERDIGITAL INC COM

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

EWC

ISHARES INC MSCI CDA

1.50%

Shares9.9K

Event2026-06-30

Filed2026-07-29

NEU

NEWMARKET CORP COM

New

Shares708

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO CO

32.33%

Shares1.7K

Event2026-06-30

Filed2026-07-29

ADSK

AUTODESK INC COM

2.94%

Shares2.9K

Event2026-06-30

Filed2026-07-29

DAL

DELTA AIR LINES INC D

New

Shares5.8K

Event2026-06-30

Filed2026-07-29

IONQ INC COM

0.33%

Shares10.0K

Event2026-06-30

Filed2026-07-29

NRG

NRG ENERGY INC COM NE

10.72%

Shares3.6K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELECTRIC POW

66.54%

Shares3.9K

Event2026-06-30

Filed2026-07-29

LHX

L3 HARRIS TECHNOLOGIE

53.36%

Shares1.8K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

32.70%

Shares9.6K

Event2026-06-30

Filed2026-07-29

MMC

MARSH & MCLENNAN COS

3.49%

Shares3.1K

Event2026-06-30

Filed2026-07-29

CVS

CVS CORP

63.24%

Shares5.0K

Event2026-06-30

Filed2026-07-29

ING

ING GROEP N V SPONSOR

11.97%

Shares16.2K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY CLARK CORP C

32.28%

Shares4.6K

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC SHS

58.22%

Shares6.5K

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC COM

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC COM

44.46%

Shares9.2K

Event2026-06-30

Filed2026-07-29

UNIT

UNITI GROUP INC COM S

13.84%

Shares42.8K

Event2026-06-30

Filed2026-07-29

VRTX

VERTEX PHARMACEUTICAL

6.24%

Shares987

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC CL B

1.20%

Shares11.9K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR S&P 500 VA

37.03%

Shares2.1K

Event2026-06-30

Filed2026-07-29

TEL

TE CONNECTIVITY PLC O

90.89%

Shares2.4K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP COM

48.38%

Shares2.0K

Event2026-06-30

Filed2026-07-29

QBTS

D-WAVE QUANTUM INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR DJ SEL DIV

36.10%

Shares3.0K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP COM

-86.63%

Shares1.5K

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP COM

9.00%

Shares9.5K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PART

New

Shares12.8K

Event2026-06-30

Filed2026-07-29

BTI

BRITISH AMERN TOB PLC

0.33%

Shares7.5K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP COM

7.07%

Shares4.5K

Event2026-06-30

Filed2026-07-29

WLK

WESTLAKE CHEM CORP CO

-3.03%

Shares6.3K

Event2026-06-30

Filed2026-07-29

CGDV

CAPITAL GROUP DIVIDEN

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

10.46%

Shares6.1K

Event2026-06-30

Filed2026-07-29

IXN

ISHARES TR S&P GBL IN

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC COM

75.49%

Shares4.4K

Event2026-06-30

Filed2026-07-29

NEM

NEWMONT MNG CORP

8.52%

Shares4.6K

Event2026-06-30

Filed2026-07-29

FTCA

PUTNAM ETF TRUST FRAN

-0.54%

Shares57.8K

Event2026-06-30

Filed2026-07-29

DRI

DARDEN RESTAURANTS IN

28.39%

Shares2.1K

Event2026-06-30

Filed2026-07-29

DUPONT DE NEMOURS INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-29

MSA

MSA SAFETY INC COM

-11.34%

Shares2.4K

Event2026-06-30

Filed2026-07-29

CASY

CASEYS GEN STORES INC

New

Shares511

Event2026-06-30

Filed2026-07-29

COR

AMERISOURCEBERGEN COR

0.99%

Shares1.4K

Event2026-06-30

Filed2026-07-29

YUM

YUM BRANDS INC COM

New

Shares2.5K

Event2026-06-30

Filed2026-07-29

WHR

WHIRLPOOL CORP

1.78%

Shares10.2K

Event2026-06-30

Filed2026-07-29

OVL

LISTED FD TR SHARES L

7.45%

Shares7.1K

Event2026-06-30

Filed2026-07-29

TMP

TOMPKINS FINL CORP CO

New

Shares4.2K

Event2026-06-30

Filed2026-07-29

ROCK

GIBRALTAR INDS INC CO

New

Shares8.7K

Event2026-06-30

Filed2026-07-29

AJG

GALLAGHER ARTHUR J &

9.20%

Shares1.7K

Event2026-06-30

Filed2026-07-29

FHI

FEDERATED INVS INC PA

12.10%

Shares7.0K

Event2026-06-30

Filed2026-07-29

RGTI

RIGETTI COMPUTING INC

0.46%

Shares20.1K

Event2026-06-30

Filed2026-07-29

AMERIPRISE FINL INC C

0.00%

Shares844

Event2026-06-30

Filed2026-07-29

SLB

SLB LIMITED COM STK

New

Shares8.3K

Event2026-06-30

Filed2026-07-29

QNITY ELECTRONICS INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST S&P

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

SITC INTERNATIONAL HO

6.02%

Shares9.4K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

14.37%

Shares2.0K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC COM

49.59%

Shares917

Event2026-06-30

Filed2026-07-29

REALTY INCOME CORP CO

7.14%

Shares6.0K

Event2026-06-30

Filed2026-07-29

MAS

MASCO CORP COM

New

Shares4.5K

Event2026-06-30

Filed2026-07-29

VST

VISTRA CORP COM

2.45%

Shares2.3K

Event2026-06-30

Filed2026-07-29

BXP

BOSTON PROPERTIES INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-29

AGQ

PROSHARES TR II ULTRA

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

New

Shares568

Event2026-06-30

Filed2026-07-29

ENAGAS S A ADR

6.90%

Shares37.0K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP CL A

16.06%

Shares2.0K

Event2026-06-30

Filed2026-07-29

SYBT

STOCK YDS BANCORP INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FD INTL

4.96%

Shares4.1K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC SHS

41.86%

Shares671

Event2026-06-30

Filed2026-07-29

SPLB

SPDR SERIES TRUST POR

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-29

OTIS

OTIS WORLDWIDE CORP

New

Shares4.7K

Event2026-06-30

Filed2026-07-29

TORONTO DOMINION BK O

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

RNST

RENASANT CORP COM

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-29

TPR

TAPESTRY INC COM

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

PPG

PPG INDS INC COM

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

DVN

DEVON ENERGY CORP NEW

26.41%

Shares8.1K

Event2026-06-30

Filed2026-07-29

CGUS

CAPITAL GROUP CORE EQ

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP COM

New

Shares143

Event2026-06-30

Filed2026-07-29

TDG

TRANSDIGM GROUP INC C

New

Shares244

Event2026-06-30

Filed2026-07-29

LDOS

LEIDOS HLDGS INC COM

-0.16%

Shares3.1K

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO COM

49.62%

Shares6.6K

Event2026-06-30

Filed2026-07-29

FTEC

FIDELITY MSCI INFO TE

8.72%

Shares1.1K

Event2026-06-30

Filed2026-07-29

HPE

HEWLETT PACKARD ENTER

New

Shares6.7K

Event2026-06-30

Filed2026-07-29

BMO

BANK MONTREAL QUE COM

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

EZM

WISDOMTREE US MIDCAP

New

Shares4.0K

Event2026-06-30

Filed2026-07-29

VOD

VODAFONE GROUP PLC NE

6.58%

Shares22.5K

Event2026-06-30

Filed2026-07-29

OWENS CORNING NEW COM

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SCZ

ISHARES TR MSCI SMALL

New

Shares3.5K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

WESTERN UN CO COM

20.11%

Shares37.7K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TRUST GOLD

0.00%

Shares782

Event2026-06-30

Filed2026-07-29

TTE

TOTALENERGIES SE ACT

43.49%

Shares3.6K

Event2026-06-30

Filed2026-07-29

BROADRIDGE FINL SOLUT

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

BP PLC SPONSORED ADR

2.75%

Shares7.5K

Event2026-06-30

Filed2026-07-29

AIZ

ASSURANT INC COM

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

MICROCHIP TECHNOLOGY

New

Shares3.0K

Event2026-06-30

Filed2026-07-29

MNST

MONSTER BEVERAGE CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

GLOBE LIFE INC COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FD

-0.29%

Shares1.7K

Event2026-06-30

Filed2026-07-29

SON

SONOCO PRODUCTS

-6.50%

Shares4.7K

Event2026-06-30

Filed2026-07-29

AXON

AXON ENTERPRISE INC C

0.00%

Shares475

Event2026-06-30

Filed2026-07-29

GIS

GENERAL MLS INC COM

7.72%

Shares7.6K

Event2026-06-30

Filed2026-07-29

CONSOLIDATED EDISON I

New

Shares2.4K

Event2026-06-30

Filed2026-07-29

ALLEGHENY TECHNOLOGIE

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

WSO

WATSCO INC COM

2.46%

Shares625

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCH

4.36%

Shares2.1K

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC

2.03%

Shares954

Event2026-06-30

Filed2026-07-29

PAYX

PAYCHEX INC COM

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

ATO

ATMOS ENERGY CORP COM

15.70%

Shares1.5K

Event2026-06-30

Filed2026-07-29

EWJ

ISHARES INC MSCI JPN

-0.44%

Shares2.7K

Event2026-06-30

Filed2026-07-29

CINF

CINCINNATI FINL CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

LNT

ALLIANT ENERGY CORP C

-0.15%

Shares3.3K

Event2026-06-30

Filed2026-07-29

EQT

EQT CORP COM

13.51%

Shares4.7K

Event2026-06-30

Filed2026-07-29

SYY

SYSCO CORP COM

New

Shares3.0K

Event2026-06-30

Filed2026-07-29

NOBL

PROSHARES TR S&P 500

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

FANG

DIAMONDBACK ENERGY IN

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC

12.38%

Shares2.0K

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

-52.11%

Shares5.2K

Event2026-06-30

Filed2026-07-29

MDY

SPDR S&P MIDCAP 400 E

New

Shares330

Event2026-06-30

Filed2026-07-29

MAIN

MAIN STR CAP CORP COM

New

Shares4.4K

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW COM

6.97%

Shares9.2K

Event2026-06-30

Filed2026-07-29

DKS

DICKS SPORTING GOODS

New

Shares983

Event2026-06-30

Filed2026-07-29

CURTISS WRIGHT CORP C

New

Shares292

Event2026-06-30

Filed2026-07-29

FORD MTR CO DEL

10.27%

Shares15.9K

Event2026-06-30

Filed2026-07-29

STE

STERIS PLC SHS USD

0.48%

Shares1.0K

Event2026-06-30

Filed2026-07-29

ROYAL CARIBBEAN CRUIS

New

Shares694

Event2026-06-30

Filed2026-07-29

WSM

WILLIAMS SONOMA INC C

New

Shares942

Event2026-06-30

Filed2026-07-29

SOLV

SOLVENTUM CORP COM SH

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

WRB

BERKLEY W R CORP COM

0.45%

Shares3.1K

Event2026-06-30

Filed2026-07-29

HYS

PIMCO ETF TR 0-5 HIGH

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

MUFG

MITSUBISHI UFJ FINL G

New

Shares10.7K

Event2026-06-30

Filed2026-07-29

MKL

MARKEL CORP COM

New

Shares109

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HLDGS IN COM

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

CDNS

CADENCE DESIGN SYSTEM

New

Shares559

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS LA

New

Shares601

Event2026-06-30

Filed2026-07-29

BROOKFIELD CORP CL A

New

Shares4.8K

Event2026-06-30

Filed2026-07-29

VGLT

VANGUARD SCOTTSDALE F

New

Shares3.7K

Event2026-06-30

Filed2026-07-29

SNA

SNAP ON INC COM

New

Shares509

Event2026-06-30

Filed2026-07-29

HLT

HILTON WORLDWIDE HLDG

New

Shares619

Event2026-06-30

Filed2026-07-29

FTCS

FIRST TR EXCHANGE TRA

-1.94%

Shares2.2K

Event2026-06-30

Filed2026-07-29

CMG

CHIPOTLE MEXICAN GRIL

New

Shares6.0K

Event2026-06-30

Filed2026-07-29

ORI

OLD REP INTL CORP COM

New

Shares4.9K

Event2026-06-30

Filed2026-07-29

CLOUDFLARE INC CL A C

New

Shares821

Event2026-06-30

Filed2026-07-29

QUBT

QUANTUM COMPUTING INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-29

SBS

COMPANHIA DE SANEAMEN

New

Shares20.6K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available