Sponsored
The Analysis of Institute for Wealth Management, LLC.'s Holdings & P&L
Currently, Institute for Wealth Management, LLC. holds 1763 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in SMH (+17.4K shares, valued at $11.4M), KLAC (+20.9K shares, valued at $6.3M), VUG (+70.9K shares, valued at $6.1M); decreased their positions in QQQ (-19.4K shares, valued at $14.3M), DIA (-6.9K shares, valued at $3.6M), N/A (-12.2K shares, valued at $3.1M); initiated new positions in SMH (+17.4K shares, valued at $11.4M), IBIT (+69.6K shares, valued at $2.3M), FLEX (+5.5K shares, valued at $898.0K).
1M P&L
+6.7M+0.68%
3M P&L
+13.6M+1.39%
HY P&L
+62.5M+6.73%
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/A340.6M
33.8%
2Semiconductors191.5M
19.0%
3Semiconductor Equipment & Materials41.2M
4.1%
Top Industries by Stock Count
1N/A639 stocks
39.6%
2Banks - Regional45 stocks
2.8%
3Asset Management33 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
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NVDA
-0.25%NVIDIA CORPORATION
Shares739.5K
Event2026-06-30
Filed2026-07-28
AAPL
-4.05%APPLE INC
Shares114.5K
Event2026-06-30
Filed2026-07-28
LRCX
-0.02%LAM RESEARCH CORP
Shares72.4K
Event2026-06-30
Filed2026-07-28
AMZN
1.13%AMAZON COM INC
Shares87.2K
Event2026-06-30
Filed2026-07-28
GOOGL
-1.96%ALPHABET INC
Shares55.5K
Event2026-06-30
Filed2026-07-28
MSFT
7.49%MICROSOFT CORP
Shares52.6K
Event2026-06-30
Filed2026-07-28
AMD
-3.38%ADVANCED MICRO DEVICES INC
Shares27.3K
Event2026-06-30
Filed2026-07-28
QQQ
-48.73%INVESCO QQQ TR
Shares20.4K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
27.50%META PLATFORMS INC
Shares25.3K
Event2026-06-30
Filed2026-07-28
APPLIED MATLS INC
-0.92%APPLIED MATLS INC
Shares18.8K
Event2026-06-30
Filed2026-07-28
TSLA
9.69%TESLA INC
Shares30.6K
Event2026-06-30
Filed2026-07-28
SMH
NewVANECK ETF TRUST
Shares17.4K
Event2026-06-30
Filed2026-07-28
AXON
-2.99%AXON ENTERPRISE INC
Shares19.8K
Event2026-06-30
Filed2026-07-28
VGSH
90.93%VANGUARD SCOTTSDALE FDS
Shares171.4K
Event2026-06-30
Filed2026-07-28
GS
-0.63%GOLDMAN SACHS GROUP INC
Shares9.5K
Event2026-06-30
Filed2026-07-28
VTWG
-3.02%VANGUARD SCOTTSDALE FDS
Shares32.6K
Event2026-06-30
Filed2026-07-28
BROADCOM INC
0.06%BROADCOM INC
Shares22.7K
Event2026-06-30
Filed2026-07-28
TXN
-2.80%TEXAS INSTRS INC
Shares28.7K
Event2026-06-30
Filed2026-07-28
URI
-8.11%UNITED RENTALS INC
Shares7.5K
Event2026-06-30
Filed2026-07-28
VTWV
-1.22%VANGUARD SCOTTSDALE FDS
Shares42.8K
Event2026-06-30
Filed2026-07-28
FTNT
-0.12%FORTINET INC
Shares54.3K
Event2026-06-30
Filed2026-07-28
XLK
-0.96%SELECT SECTOR SPDR TR
Shares42.6K
Event2026-06-30
Filed2026-07-28
XLI
3.97%SELECT SECTOR SPDR TR
Shares43.8K
Event2026-06-30
Filed2026-07-28
COSTCO WHOLESALE CORPORATION
0.20%COSTCO WHOLESALE CORPORATION
Shares8.6K
Event2026-06-30
Filed2026-07-28
MU
-0.66%MICRON TECHNOLOGY INC
Shares6.9K
Event2026-06-30
Filed2026-07-28
EDV
181.90%VANGUARD WORLD FD
Shares122.6K
Event2026-06-30
Filed2026-07-28
XMMO
0.63%INVESCO EXCHANGE TRADED FD T
Shares46.8K
Event2026-06-30
Filed2026-07-28
SCHG
3.13%SCHWAB STRATEGIC TR
Shares234.3K
Event2026-06-30
Filed2026-07-28
CAIE
17.53%CALAMOS ETF TR
Shares283.7K
Event2026-06-30
Filed2026-07-28
SBUX
-0.13%STARBUCKS CORP
Shares74.9K
Event2026-06-30
Filed2026-07-28
VUG
477.30%VANGUARD INDEX FDS
Shares85.8K
Event2026-06-30
Filed2026-07-28
DELL
-2.50%DELL TECHNOLOGIES INC
Shares16.7K
Event2026-06-30
Filed2026-07-28
VBK
-2.34%VANGUARD INDEX FDS
Shares19.5K
Event2026-06-30
Filed2026-07-28
KLAC
906.50%KLA CORP
Shares23.2K
Event2026-06-30
Filed2026-07-28
XLF
1.48%SELECT SECTOR SPDR TR
Shares127.9K
Event2026-06-30
Filed2026-07-28
LLY
-1.48%ELI LILLY & CO
Shares5.7K
Event2026-06-30
Filed2026-07-28
PDP
-0.00%INVESCO EXCHANGE TRADED FD T
Shares42.8K
Event2026-06-30
Filed2026-07-28
MRVL
0.54%MARVELL TECHNOLOGY INC
Shares20.3K
Event2026-06-30
Filed2026-07-28
GLD
197.44%SPDR GOLD TR
Shares16.2K
Event2026-06-30
Filed2026-07-28
VBR
-2.25%VANGUARD INDEX FDS
Shares23.2K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
-0.26%JPMORGAN CHASE & CO
Shares15.7K
Event2026-06-30
Filed2026-07-28
GOOG
-13.31%ALPHABET INC
Shares14.2K
Event2026-06-30
Filed2026-07-28
MASTERCARD INCORPORATED
-0.36%MASTERCARD INCORPORATED
Shares9.4K
Event2026-06-30
Filed2026-07-28
BRK.B
-1.14%BERKSHIRE HATHAWAY INC DEL
Shares9.6K
Event2026-06-30
Filed2026-07-28
VOE
0.00%VANGUARD INDEX FDS
Shares23.8K
Event2026-06-30
Filed2026-07-28
PWB
-6.46%INVESCO EXCHANGE TRADED FD T
Shares27.9K
Event2026-06-30
Filed2026-07-28
PANW
-0.14%PALO ALTO NETWORKS INC
Shares13.6K
Event2026-06-30
Filed2026-07-28
ABBVIE INC
-0.37%ABBVIE INC
Shares18.4K
Event2026-06-30
Filed2026-07-28
BAC
-0.44%BANK OF AMER CORP
Shares78.2K
Event2026-06-30
Filed2026-07-28
VISA INC
-2.84%VISA INC
Shares12.8K
Event2026-06-30
Filed2026-07-28
DIS
-2.08%DISNEY WALT CO
Shares45.0K
Event2026-06-30
Filed2026-07-28
VKTX
-0.06%VIKING THERAPEUTICS INC
Shares108.6K
Event2026-06-30
Filed2026-07-28
AMGN
-0.07%AMGEN INC
Shares11.7K
Event2026-06-30
Filed2026-07-28
BA
-4.84%BOEING CO
Shares19.1K
Event2026-06-30
Filed2026-07-28
CAT
-13.56%CATERPILLAR INC
Shares3.8K
Event2026-06-30
Filed2026-07-28
IWC
0.00%ISHARES TR
Shares20.0K
Event2026-06-30
Filed2026-07-28
IWV
0.00%ISHARES TR
Shares9.4K
Event2026-06-30
Filed2026-07-28
NETFLIX INC.
15.93%NETFLIX INC.
Shares51.6K
Event2026-06-30
Filed2026-07-28
IWM
-20.89%ISHARES TR
Shares12.2K
Event2026-06-30
Filed2026-07-28
ADOBE INC
-1.00%ADOBE INC
Shares17.4K
Event2026-06-30
Filed2026-07-28
GE
-7.91%GE AEROSPACE
Shares9.5K
Event2026-06-30
Filed2026-07-28
EEM
-0.35%ISHARES TR
Shares51.6K
Event2026-06-30
Filed2026-07-28
VWO
-13.46%VANGUARD INTL EQUITY INDEX F
Shares58.6K
Event2026-06-30
Filed2026-07-28
IMMX
0.00%IMMIX BIOPHARMA INC
Shares337.6K
Event2026-06-30
Filed2026-07-28
HIG
-1.19%HARTFORD INSURANCE GROUP INC
Shares25.9K
Event2026-06-30
Filed2026-07-28
MS
-1.64%MORGAN STANLEY
Shares16.4K
Event2026-06-30
Filed2026-07-28
FDX
-2.68%FEDEX CORP
Shares10.7K
Event2026-06-30
Filed2026-07-28
CSX
-0.16%CSX CORP
Shares69.3K
Event2026-06-30
Filed2026-07-28
IEV
-0.07%ISHARES TR
Shares44.8K
Event2026-06-30
Filed2026-07-28
NTES
-0.32%NETEASE COM INC
Shares25.3K
Event2026-06-30
Filed2026-07-28
PRF
0.00%INVESCO EXCHANGE TRADED FD T
Shares59.4K
Event2026-06-30
Filed2026-07-28
AXP
-0.08%AMERICAN EXPRESS CO
Shares9.4K
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
-34.68%STATE STR SPDR S&P 500 ETF T
Shares4.2K
Event2026-06-30
Filed2026-07-28
ETN
0.63%EATON CORP PLC
Shares7.3K
Event2026-06-30
Filed2026-07-28
CLOUDFLARE INC
2.47%CLOUDFLARE INC
Shares12.4K
Event2026-06-30
Filed2026-07-28
MPC
-1.19%MARATHON PETE CORP
Shares11.5K
Event2026-06-30
Filed2026-07-28
BMVP
0.00%INVESCO EXCHANGE TRADED FD T
Shares57.0K
Event2026-06-30
Filed2026-07-28
SHV
-11.03%ISHARES TR
Shares26.4K
Event2026-06-30
Filed2026-07-28
XLE
-1.43%SELECT SECTOR SPDR TR
Shares53.7K
Event2026-06-30
Filed2026-07-28
XLG
-0.14%INVESCO EXCHANGE TRADED FD T
Shares46.2K
Event2026-06-30
Filed2026-07-28
BXSL
237.83%BLACKSTONE SECD LENDING FD
Shares115.8K
Event2026-06-30
Filed2026-07-28
VOT
0.00%VANGUARD INDEX FDS
Shares8.8K
Event2026-06-30
Filed2026-07-28
VGT
367.41%VANGUARD WORLD FD
Shares22.5K
Event2026-06-30
Filed2026-07-28
JNJ
-0.12%JOHNSON & JOHNSON
Shares10.5K
Event2026-06-30
Filed2026-07-28
RTX CORPORATION
-0.52%RTX CORPORATION
Shares13.8K
Event2026-06-30
Filed2026-07-28
CRM
-3.16%SALESFORCE INC
Shares16.3K
Event2026-06-30
Filed2026-07-28
GM
-19.92%GENERAL MTRS CO
Shares32.8K
Event2026-06-30
Filed2026-07-28
GLW
-0.62%CORNING INC
Shares9.9K
Event2026-06-30
Filed2026-07-28
GEV
-7.41%GE VERNOVA INC
Shares2.1K
Event2026-06-30
Filed2026-07-28
SERVICENOW INC
4.48%SERVICENOW INC
Shares24.7K
Event2026-06-30
Filed2026-07-28
XHB
4.49%SPDR SERIES TRUST
Shares20.7K
Event2026-06-30
Filed2026-07-28
HWM
-0.08%HOWMET AEROSPACE INC
Shares8.9K
Event2026-06-30
Filed2026-07-28
DE
-21.88%DEERE & CO
Shares3.8K
Event2026-06-30
Filed2026-07-28
CSD
0.00%INVESCO EXCHANGE TRADED FD T
Shares15.8K
Event2026-06-30
Filed2026-07-28
KVUE
0.00%KENVUE INC
Shares122.6K
Event2026-06-30
Filed2026-07-28
SHOP
46.13%SHOPIFY INC
Shares20.4K
Event2026-06-30
Filed2026-07-28
IBIT
NewISHARES BITCOIN TRUST ETF
Shares69.6K
Event2026-06-30
Filed2026-07-28
RYLD
-0.86%GLOBAL X FDS
Shares143.8K
Event2026-06-30
Filed2026-07-28
VONV
-0.57%VANGUARD SCOTTSDALE FDS
Shares21.5K
Event2026-06-30
Filed2026-07-28
IJR
10.63%ISHARES TR
Shares15.3K
Event2026-06-30
Filed2026-07-28
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares3
Event2026-06-30
Filed2026-07-28
SPHQ
0.00%INVESCO EXCHANGE TRADED FD T
Shares24.6K
Event2026-06-30
Filed2026-07-28
CP
0.00%CANADIAN PACIFIC KANSAS CITY
Shares25.4K
Event2026-06-30
Filed2026-07-28
COR
-2.49%CENCORA INC
Shares7.8K
Event2026-06-30
Filed2026-07-28
QCOM
-2.88%QUALCOMM INC
Shares11.9K
Event2026-06-30
Filed2026-07-28
ORACLE CORP
-11.84%ORACLE CORP
Shares14.9K
Event2026-06-30
Filed2026-07-28
PFM
0.01%INVESCO EXCHANGE TRADED FD T
Shares38.9K
Event2026-06-30
Filed2026-07-28
VEA
-19.10%VANGUARD TAX-MANAGED FDS
Shares30.1K
Event2026-06-30
Filed2026-07-28
WMT
-5.00%WALMART INC
Shares18.8K
Event2026-06-30
Filed2026-07-28
C
-11.51%CITIGROUP INC
Shares15.1K
Event2026-06-30
Filed2026-07-28
VTV
-14.76%VANGUARD INDEX FDS
Shares9.6K
Event2026-06-30
Filed2026-07-28
BX
0.35%BLACKSTONE INC
Shares17.6K
Event2026-06-30
Filed2026-07-28
QYLD
-3.71%GLOBAL X FDS
Shares111.0K
Event2026-06-30
Filed2026-07-28
XNTK
0.00%SPDR SERIES TRUST
Shares5.1K
Event2026-06-30
Filed2026-07-28
WASTE MGMT INC DEL
-3.17%WASTE MGMT INC DEL
Shares8.8K
Event2026-06-30
Filed2026-07-28
AOR
26.87%ISHARES TR
Shares28.0K
Event2026-06-30
Filed2026-07-28
ISHARES TR
-8.31%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-28
H
-21.41%HYATT HOTELS CORP
Shares10.0K
Event2026-06-30
Filed2026-07-28
CME
-0.14%CME GROUP INC
Shares8.7K
Event2026-06-30
Filed2026-07-28
EBAY
0.00%EBAY INC.
Shares17.2K
Event2026-06-30
Filed2026-07-28
XSMO
0.00%INVESCO EXCHANGE TRADED FD T
Shares20.3K
Event2026-06-30
Filed2026-07-28
AN
0.74%AUTONATION INC
Shares10.2K
Event2026-06-30
Filed2026-07-28
LOW
-10.50%LOWES COS INC
Shares8.4K
Event2026-06-30
Filed2026-07-28
GRNY
-0.61%TIDAL TRUST I
Shares66.5K
Event2026-06-30
Filed2026-07-28
JOE
-1.36%ST JOE CO
Shares29.0K
Event2026-06-30
Filed2026-07-28
PBE
-0.25%INVESCO EXCHANGE TRADED FD T
Shares20.2K
Event2026-06-30
Filed2026-07-28
CISCO SYS INC
-16.42%CISCO SYS INC
Shares15.1K
Event2026-06-30
Filed2026-07-28
CVX
-5.18%CHEVRON CORPORATION
Shares10.6K
Event2026-06-30
Filed2026-07-28
VANGUARD INDEX FDS
-6.21%VANGUARD INDEX FDS
Shares4.7K
Event2026-06-30
Filed2026-07-28
APPLOVIN CORP
-0.39%APPLOVIN CORP
Shares3.3K
Event2026-06-30
Filed2026-07-28
XBI
5.88%SPDR SERIES TRUST
Shares10.8K
Event2026-06-30
Filed2026-07-28
BKNG
2400.00%BOOKING HOLDINGS INC
Shares9.6K
Event2026-06-30
Filed2026-07-28
VONG
0.00%VANGUARD SCOTTSDALE FDS
Shares13.3K
Event2026-06-30
Filed2026-07-28
ITOT
12.12%ISHARES TR
Shares10.3K
Event2026-06-30
Filed2026-07-28
JOET
-1.22%VIRTUS ETF TR II
Shares36.3K
Event2026-06-30
Filed2026-07-28
HD
0.17%HOME DEPOT INC
Shares4.7K
Event2026-06-30
Filed2026-07-28
TRAVELERS COMPANIES INC
-1.69%TRAVELERS COMPANIES INC
Shares5.0K
Event2026-06-30
Filed2026-07-28
EWJ
-0.98%ISHARES INC
Shares17.7K
Event2026-06-30
Filed2026-07-28
CMI
-0.09%CUMMINS INC
Shares2.3K
Event2026-06-30
Filed2026-07-28
VHT
-36.58%VANGUARD WORLD FD
Shares5.5K
Event2026-06-30
Filed2026-07-28
LNG
-0.32%CHENIERE ENERGY INC
Shares6.9K
Event2026-06-30
Filed2026-07-28
MAR
-4.12%MARRIOTT INTL INC NEW
Shares4.4K
Event2026-06-30
Filed2026-07-28
QUAL
-11.75%ISHARES TR
Shares7.4K
Event2026-06-30
Filed2026-07-28
VRTX
-0.40%VERTEX PHARMACEUTICALS INC
Shares3.2K
Event2026-06-30
Filed2026-07-28
XYLD
-3.08%GLOBAL X FDS
Shares38.5K
Event2026-06-30
Filed2026-07-28
CROWDSTRIKE HLDGS INC
1.99%CROWDSTRIKE HLDGS INC
Shares2.0K
Event2026-06-30
Filed2026-07-28
PHM
-6.86%PULTE GROUP INC
Shares11.3K
Event2026-06-30
Filed2026-07-28
QUANTA SVCS INC
-0.09%QUANTA SVCS INC
Shares2.1K
Event2026-06-30
Filed2026-07-28
BBH
0.00%VANECK ETF TRUST
Shares7.4K
Event2026-06-30
Filed2026-07-28
IVW
-11.28%ISHARES TR
Shares10.9K
Event2026-06-30
Filed2026-07-28
EOG
-8.05%EOG RES INC
Shares11.5K
Event2026-06-30
Filed2026-07-28
FFIV
0.00%F5 INC
Shares3.6K
Event2026-06-30
Filed2026-07-28
SEAGATE TECHNOLOGY HLDNGS PL
-4.27%SEAGATE TECHNOLOGY HLDNGS PL
Shares1.5K
Event2026-06-30
Filed2026-07-28
MSGS
-0.41%MADISON SQUARE GRDN SPRT COR
Shares3.7K
Event2026-06-30
Filed2026-07-28
ASML
1.52%ASML HLDG NV
Shares736
Event2026-06-30
Filed2026-07-28
IHI
-1.13%ISHARES TR
Shares29.4K
Event2026-06-30
Filed2026-07-28
DFAS
0.00%DIMENSIONAL ETF TRUST
Shares17.6K
Event2026-06-30
Filed2026-07-28
VIG
0.11%VANGUARD SPECIALIZED FUNDS
Shares6.1K
Event2026-06-30
Filed2026-07-28
WDC
25.58%WESTERN DIGITAL CORP
Shares2.3K
Event2026-06-30
Filed2026-07-28
INTC
-22.92%INTEL CORP
Shares10.3K
Event2026-06-30
Filed2026-07-28
PJP
0.01%INVESCO EXCHANGE TRADED FD T
Shares12.1K
Event2026-06-30
Filed2026-07-28
PYPL
-5.29%PAYPAL HLDGS INC
Shares32.9K
Event2026-06-30
Filed2026-07-28
FVD
-0.07%FIRST TR EXCHANGE-TRADED FD
Shares29.1K
Event2026-06-30
Filed2026-07-28
DXJ
0.00%WISDOMTREE TR
Shares8.1K
Event2026-06-30
Filed2026-07-28
UNP
-0.08%UNION PAC CORP
Shares5.1K
Event2026-06-30
Filed2026-07-28
XLC
4.51%SELECT SECTOR SPDR TR
Shares12.8K
Event2026-06-30
Filed2026-07-28
RBLX
16.83%ROBLOX CORP
Shares25.0K
Event2026-06-30
Filed2026-07-28
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares8.5K
Event2026-06-30
Filed2026-07-28
DATADOG INC
-29.55%DATADOG INC
Shares4.9K
Event2026-06-30
Filed2026-07-28
VNQ
-26.41%VANGUARD INDEX FDS
Shares13.2K
Event2026-06-30
Filed2026-07-28
UNITEDHEALTH GROUP INC
-8.84%UNITEDHEALTH GROUP INC
Shares3.1K
Event2026-06-30
Filed2026-07-28
LMT
-0.53%LOCKHEED MARTIN CORP
Shares2.4K
Event2026-06-30
Filed2026-07-28
APH
5.28%AMPHENOL CORP
Shares7.1K
Event2026-06-30
Filed2026-07-28
PRFZ
0.00%INVESCO EXCHANGE TRADED FD T
Shares22.0K
Event2026-06-30
Filed2026-07-28
MRK
-0.53%MERCK & CO INC
Shares9.5K
Event2026-06-30
Filed2026-07-28
XLY
0.81%SELECT SECTOR SPDR TR
Shares10.4K
Event2026-06-30
Filed2026-07-28
KRE
-0.88%SPDR SERIES TRUST
Shares16.2K
Event2026-06-30
Filed2026-07-28
SHW
-0.57%SHERWIN WILLIAMS CO
Shares3.5K
Event2026-06-30
Filed2026-07-28
BMY
-0.27%BRISTOL-MYERS SQUIBB CO
Shares20.2K
Event2026-06-30
Filed2026-07-28
ABSI
-31.48%ABSCI CORPORATION
Shares99.9K
Event2026-06-30
Filed2026-07-28
VLO
-2.39%VALERO ENERGY CORP
Shares4.4K
Event2026-06-30
Filed2026-07-28
UHAL.B
-1.38%U HAUL HOLDING COMPANY
Shares19.8K
Event2026-06-30
Filed2026-07-28
IHE
0.59%ISHARES TR
Shares11.3K
Event2026-06-30
Filed2026-07-28
PG
3.67%PROCTER & GAMBLE CO
Shares7.6K
Event2026-06-30
Filed2026-07-28
CIEN
0.00%CIENA CORP
Shares2.3K
Event2026-06-30
Filed2026-07-28
AIG
-3.75%AMERICAN INTL GROUP INC
Shares14.9K
Event2026-06-30
Filed2026-07-28
PSX
-7.43%PHILLIPS 66
Shares6.6K
Event2026-06-30
Filed2026-07-28
VGK
-4.13%VANGUARD INTL EQUITY INDEX F
Shares12.4K
Event2026-06-30
Filed2026-07-28
XYZ
-6.91%BLOCK INC
Shares14.2K
Event2026-06-30
Filed2026-07-28
VFH
-47.91%VANGUARD WORLD FD
Shares8.2K
Event2026-06-30
Filed2026-07-28
PID
0.00%INVESCO EXCHANGE TRADED FD T
Shares48.1K
Event2026-06-30
Filed2026-07-28
MTUM
-0.13%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-28
CI
0.00%THE CIGNA GROUP
Shares3.8K
Event2026-06-30
Filed2026-07-28
COP
-2.97%CONOCOPHILLIPS
Shares10.2K
Event2026-06-30
Filed2026-07-28
ELV
-0.51%ELEVANCE HEALTH INC FORMERLY
Shares2.7K
Event2026-06-30
Filed2026-07-28
TJX
-0.88%TJX COS INC NEW
Shares6.9K
Event2026-06-30
Filed2026-07-28
DTD
0.00%WISDOMTREE TR
Shares11.1K
Event2026-06-30
Filed2026-07-28
ISRG
5.29%INTUITIVE SURGICAL INC
Shares2.5K
Event2026-06-30
Filed2026-07-28
SCHW
-1.44%SCHWAB CHARLES CORP
Shares10.9K
Event2026-06-30
Filed2026-07-28
ELAN
-0.05%ELANCO ANIMAL HEALTH INC
Shares40.8K
Event2026-06-30
Filed2026-07-28
PWV
-1.62%INVESCO EXCHANGE TRADED FD T
Shares13.2K
Event2026-06-30
Filed2026-07-28
IBM
1.04%INTERNATIONAL BUSINESS MACHS
Shares3.5K
Event2026-06-30
Filed2026-07-28
MCO
-2.45%MOODYS CORP
Shares2.1K
Event2026-06-30
Filed2026-07-28
IDVO
48.42%AMPLIFY ETF TR
Shares23.0K
Event2026-06-30
Filed2026-07-28
CMPR
-2.30%CIMPRESS PLC
Shares9.5K
Event2026-06-30
Filed2026-07-28
ONEQ
0.00%FIDELITY COMWLTH TR
Shares9.2K
Event2026-06-30
Filed2026-07-28
HCA
1.33%HCA HEALTHCARE INC
Shares2.4K
Event2026-06-30
Filed2026-07-28
MTN
-1.48%VAIL RESORTS INC
Shares7.0K
Event2026-06-30
Filed2026-07-28
MSCI
-2.98%MSCI INC
Shares1.7K
Event2026-06-30
Filed2026-07-28
EZM
0.00%WISDOMTREE TR
Shares12.5K
Event2026-06-30
Filed2026-07-28
SNDK
4.03%SANDISK CORP
Shares413
Event2026-06-30
Filed2026-07-28
GILD
-0.16%GILEAD SCIENCES INC
Shares7.4K
Event2026-06-30
Filed2026-07-28
KKR
3.83%KKR & CO INC
Shares10.2K
Event2026-06-30
Filed2026-07-28
VOX
-50.65%VANGUARD WORLD FD
Shares5.0K
Event2026-06-30
Filed2026-07-28
OXY
-3.08%OCCIDENTAL PETE CORP
Shares18.9K
Event2026-06-30
Filed2026-07-28
S&P GLOBAL INC
-0.76%S&P GLOBAL INC
Shares2.2K
Event2026-06-30
Filed2026-07-28
MCK
-0.66%MCKESSON CORP
Shares1.2K
Event2026-06-30
Filed2026-07-28
VCR
-51.72%VANGUARD WORLD FD
Shares2.3K
Event2026-06-30
Filed2026-07-28
FLEX
NewFLEX LTD
Shares5.5K
Event2026-06-30
Filed2026-07-28
HQY
-6.33%HEALTHEQUITY INC
Shares9.8K
Event2026-06-30
Filed2026-07-28
AIVL
-0.22%WISDOMTREE TR
Shares6.7K
Event2026-06-30
Filed2026-07-28
SNOWFLAKE INC
-77.91%SNOWFLAKE INC
Shares3.4K
Event2026-06-30
Filed2026-07-28
MET
-0.58%METLIFE INC
Shares10.3K
Event2026-06-30
Filed2026-07-28
IYT
-0.44%ISHARES TR
Shares10.0K
Event2026-06-30
Filed2026-07-28
PRU
-5.02%PRUDENTIAL FINL INC
Shares8.0K
Event2026-06-30
Filed2026-07-28
GRNJ
40.27%TIDAL TRUST III
Shares27.5K
Event2026-06-30
Filed2026-07-28
CET
0.00%CENTRAL SECS CORP
Shares16.4K
Event2026-06-30
Filed2026-07-28
KO
2.38%COCA COLA CO
Shares10.5K
Event2026-06-30
Filed2026-07-28
DFAT
0.02%DIMENSIONAL ETF TRUST
Shares12.2K
Event2026-06-30
Filed2026-07-28
QLD
0.00%PROSHARES TR
Shares8.8K
Event2026-06-30
Filed2026-07-28
WDAY
0.00%WORKDAY INC
Shares6.8K
Event2026-06-30
Filed2026-07-28
LUV
-0.49%SOUTHWEST AIRLS CO
Shares16.2K
Event2026-06-30
Filed2026-07-28
RRR
-2.23%RED ROCK RESORTS INC
Shares12.7K
Event2026-06-30
Filed2026-07-28
JETS
0.00%ETF SER SOLUTIONS
Shares24.8K
Event2026-06-30
Filed2026-07-28
WISDOMTREE TR
-0.22%WISDOMTREE TR
Shares11.0K
Event2026-06-30
Filed2026-07-28
DIVO
10.50%AMPLIFY ETF TR
Shares17.9K
Event2026-06-30
Filed2026-07-28
NKE
-6.15%NIKE INC
Shares19.9K
Event2026-06-30
Filed2026-07-28
CIBR
1.68%FIRST TR EXCHANGE-TRADED FD
Shares9.1K
Event2026-06-30
Filed2026-07-28
PSI
-0.19%INVESCO EXCHANGE TRADED FD T
Shares4.3K
Event2026-06-30
Filed2026-07-28
MCD
-4.78%MCDONALDS CORP
Shares3.0K
Event2026-06-30
Filed2026-07-28
DFAC
0.00%DIMENSIONAL ETF TRUST
Shares18.1K
Event2026-06-30
Filed2026-07-28
FEDEX FGHT HLDG CO INC
NewFEDEX FGHT HLDG CO INC
Shares5.3K
Event2026-06-30
Filed2026-07-28
RRX
0.00%REGAL REXNORD CORPORATION
Shares3.3K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
-2.64%EXXON MOBIL CORP
Shares5.7K
Event2026-06-30
Filed2026-07-28
XLB
25.45%SELECT SECTOR SPDR TR
Shares15.3K
Event2026-06-30
Filed2026-07-28
LEN
0.00%LENNAR CORP
Shares8.5K
Event2026-06-30
Filed2026-07-28
XLV
11.32%SELECT SECTOR SPDR TR
Shares4.8K
Event2026-06-30
Filed2026-07-28
VZ
-6.61%VERIZON COMMUNICATIONS INC
Shares17.8K
Event2026-06-30
Filed2026-07-28
RSP
12.10%INVESCO EXCHANGE TRADED FD T
Shares3.5K
Event2026-06-30
Filed2026-07-28
CTAS
9.26%CINTAS CORP
Shares4.4K
Event2026-06-30
Filed2026-07-28
QXO
231.82%QXO INC
Shares43.0K
Event2026-06-30
Filed2026-07-28
SELECT SECTOR SPDR TR
33.06%SELECT SECTOR SPDR TR
Shares15.9K
Event2026-06-30
Filed2026-07-28
FICO
-24.09%FAIR ISAAC CORP
Shares602
Event2026-06-30
Filed2026-07-28
MELI
0.00%MERCADOLIBRE INC
Shares422
Event2026-06-30
Filed2026-07-28
AIR
0.00%AAR CORP
Shares5.0K
Event2026-06-30
Filed2026-07-28
CORTEVA INC
1.51%CORTEVA INC
Shares8.4K
Event2026-06-30
Filed2026-07-28
WYNN
-1.89%WYNN RESORTS LTD
Shares7.2K
Event2026-06-30
Filed2026-07-28
TT
-7.75%TRANE TECHNOLOGIES PLC
Shares1.4K
Event2026-06-30
Filed2026-07-28
EFG
-12.32%ISHARES TR
Shares5.6K
Event2026-06-30
Filed2026-07-28
AER
3.92%AERCAP HOLDINGS NV
Shares4.8K
Event2026-06-30
Filed2026-07-28
JOHNSON CONTROLS INTERNATION
0.32%JOHNSON CONTROLS INTERNATION
Shares4.8K
Event2026-06-30
Filed2026-07-28
SPHR
-0.30%SPHERE ENTERTAINMENT CO
Shares4.0K
Event2026-06-30
Filed2026-07-28
ALIBABA GROUP HLDG LTD
-4.75%ALIBABA GROUP HLDG LTD
Shares7.2K
Event2026-06-30
Filed2026-07-28
EMR
6.91%EMERSON ELEC CO
Shares4.8K
Event2026-06-30
Filed2026-07-28
ECF
-0.89%ELLSWORTH GROWTH & INCOME FD
Shares52.3K
Event2026-06-30
Filed2026-07-28
IONQ INC
-5.62%IONQ INC
Shares12.9K
Event2026-06-30
Filed2026-07-28
VPL
-10.23%VANGUARD INTL EQUITY INDEX F
Shares5.9K
Event2026-06-30
Filed2026-07-28
ERIC
0.00%TELEFONAKTIEBOLAGET LM ERICS
Shares61.5K
Event2026-06-30
Filed2026-07-28
T
-4.38%AT&T INC
Shares33.0K
Event2026-06-30
Filed2026-07-28
HHH
-1.76%HOWARD HUGHES HOLDINGS INC
Shares9.5K
Event2026-06-30
Filed2026-07-28
EPS
0.00%WISDOMTREE TR
Shares8.6K
Event2026-06-30
Filed2026-07-28
XMVM
0.02%INVESCO EXCHANGE TRADED FD T
Shares9.4K
Event2026-06-30
Filed2026-07-28
ISHARES TR
-8.65%ISHARES TR
Shares6.9K
Event2026-06-30
Filed2026-07-28
DOMINION ENERGY INC
-0.67%DOMINION ENERGY INC
Shares9.6K
Event2026-06-30
Filed2026-07-28
VDE
-47.38%VANGUARD WORLD FD
Shares4.3K
Event2026-06-30
Filed2026-07-28
LULU
122.46%LULULEMON ATHLETICA INC
Shares5.7K
Event2026-06-30
Filed2026-07-28
USB
0.00%US BANCORP
Shares10.7K
Event2026-06-30
Filed2026-07-28
XSVM
0.00%INVESCO EXCHANGE TRADED FD T
Shares9.2K
Event2026-06-30
Filed2026-07-28
CPNG
-2.65%COUPANG INC
Shares36.7K
Event2026-06-30
Filed2026-07-28
WCC
0.00%WESCO INTL INC
Shares1.8K
Event2026-06-30
Filed2026-07-28
KEY
-1.33%KEYCORP
Shares27.4K
Event2026-06-30
Filed2026-07-28
UBER
17.20%UBER TECHNOLOGIES INC
Shares8.7K
Event2026-06-30
Filed2026-07-28
ALL
0.00%ALLSTATE CORP
Shares2.6K
Event2026-06-30
Filed2026-07-28
NUE
-0.89%NUCOR CORP
Shares2.8K
Event2026-06-30
Filed2026-07-28
DAL
-0.96%DELTA AIR LINES INC
Shares6.6K
Event2026-06-30
Filed2026-07-28
ROYAL CARIBBEAN GROUP
0.00%ROYAL CARIBBEAN GROUP
Shares1.9K
Event2026-06-30
Filed2026-07-28
AEP
-2.19%AMERICAN ELEC PWR CO INC
Shares4.5K
Event2026-06-30
Filed2026-07-28
IBB
-2.94%ISHARES TR
Shares3.2K
Event2026-06-30
Filed2026-07-28
Q
-3.77%QNITY ELECTRONICS INC
Shares3.7K
Event2026-06-30
Filed2026-07-28
F
-0.15%FORD MTR CO
Shares43.5K
Event2026-06-30
Filed2026-07-28
DHR
1.03%DANAHER CORP DEL
Shares3.1K
Event2026-06-30
Filed2026-07-28
EXPE
-2.95%EXPEDIA GROUP INC
Shares2.3K
Event2026-06-30
Filed2026-07-28
SE
4.94%SEA LTD
Shares6.2K
Event2026-06-30
Filed2026-07-28
FANG
-6.99%DIAMONDBACK ENERGY INC
Shares3.3K
Event2026-06-30
Filed2026-07-28
HLT
4.48%HILTON WORLDWIDE HLDGS INC
Shares1.7K
Event2026-06-30
Filed2026-07-28
ABNB
2.10%AIRBNB INC
Shares4.0K
Event2026-06-30
Filed2026-07-28
COF
-0.17%CAPITAL ONE FINL CORP
Shares2.9K
Event2026-06-30
Filed2026-07-28
DFIV
-0.29%DIMENSIONAL ETF TRUST
Shares10.6K
Event2026-06-30
Filed2026-07-28
CSGP
-5.27%COSTAR GROUP INC
Shares20.0K
Event2026-06-30
Filed2026-07-28
PEY
0.00%INVESCO EXCHANGE TRADED FD T
Shares24.5K
Event2026-06-30
Filed2026-07-28
NVS
-0.61%NOVARTIS AG
Shares3.6K
Event2026-06-30
Filed2026-07-28
PNC
-1.59%PNC FINL SVCS GROUP INC
Shares2.3K
Event2026-06-30
Filed2026-07-28
VOO
-26.86%VANGUARD INDEX FDS
Shares806
Event2026-06-30
Filed2026-07-28
MAS
-0.89%MASCO CORP
Shares6.8K
Event2026-06-30
Filed2026-07-28
WFC
-12.97%WELLS FARGO & CO
Shares6.7K
Event2026-06-30
Filed2026-07-28
CMCSA
-24.14%COMCAST CORP NEW
Shares22.5K
Event2026-06-30
Filed2026-07-28
TER
0.00%TERADYNE INC
Shares1.1K
Event2026-06-30
Filed2026-07-28
PEP
-3.80%PEPSICO INC
Shares4.1K
Event2026-06-30
Filed2026-07-28
SOXX
3.04%ISHARES TR
Shares848
Event2026-06-30
Filed2026-07-28
VIS
-46.83%VANGUARD WORLD FD
Shares1.5K
Event2026-06-30
Filed2026-07-28
VANGUARD SCOTTSDALE FDS
-12.94%VANGUARD SCOTTSDALE FDS
Shares4.4K
Event2026-06-30
Filed2026-07-28
ABT
-23.29%ABBOTT LABORATORIES
Shares5.9K
Event2026-06-30
Filed2026-07-28
GDV
0.00%GABELLI DIVID & INCOME TR
Shares18.1K
Event2026-06-30
Filed2026-07-28
UPS
-4.69%UNITED PARCEL SVCS INC
Shares4.9K
Event2026-06-30
Filed2026-07-28
PFE
-0.22%PFIZER INC
Shares21.9K
Event2026-06-30
Filed2026-07-28
SUNCOR ENERGY INC NEW
-1.50%SUNCOR ENERGY INC NEW
Shares9.8K
Event2026-06-30
Filed2026-07-28
MO
-14.35%ALTRIA GROUP INC
Shares7.3K
Event2026-06-30
Filed2026-07-28
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares2.3K
Event2026-06-30
Filed2026-07-28
GRBK
0.00%GREEN BRICK PARTNERS INC
Shares6.5K
Event2026-06-30
Filed2026-07-28
ROAD
0.00%CONSTRUCTION PARTNERS INC
Shares4.3K
Event2026-06-30
Filed2026-07-28
APOLLO GLOBAL MGMT INC
-0.66%APOLLO GLOBAL MGMT INC
Shares4.3K
Event2026-06-30
Filed2026-07-28
TMO
3.99%THERMO FISHER SCIENTIFIC INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
DIA
-87.64%STATE STR SPDR DOW JONES IND
Shares974
Event2026-06-30
Filed2026-07-28
RBC
0.00%RBC BEARINGS INC
Shares783
Event2026-06-30
Filed2026-07-28
DKNG
0.00%DRAFTKINGS INC NEW
Shares19.8K
Event2026-06-30
Filed2026-07-28
SPHY
0.00%SPDR SERIES TRUST
Shares21.3K
Event2026-06-30
Filed2026-07-28
TFPM
0.00%TRIPLE FLAG PRECIOUS METAL
Shares16.5K
Event2026-06-30
Filed2026-07-28
CNQ
0.00%CANADIAN NAT RES LTD MED TER
Shares12.4K
Event2026-06-30
Filed2026-07-28
TSM
52.67%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.0K
Event2026-06-30
Filed2026-07-28
ALK
0.00%ALASKA AIR GROUP INC
Shares9.4K
Event2026-06-30
Filed2026-07-28
VPU
-50.14%VANGUARD WORLD FD
Shares2.5K
Event2026-06-30
Filed2026-07-28
WMB
-1.53%WILLIAMS COS INC
Shares6.5K
Event2026-06-30
Filed2026-07-28
PFF
NewISHARES TR
Shares15.8K
Event2026-06-30
Filed2026-07-28
SPXX
-0.04%NUVEEN S&P 500 DYNAMIC OVERW
Shares25.7K
Event2026-06-30
Filed2026-07-28
LIN
-7.79%LINDE PLC
Shares923
Event2026-06-30
Filed2026-07-28
DON
0.00%WISDOMTREE TR
Shares8.5K
Event2026-06-30
Filed2026-07-28
VAW
-51.53%VANGUARD WORLD FD
Shares2.1K
Event2026-06-30
Filed2026-07-28
IEMG
-6.02%ISHARES INC
Shares5.7K
Event2026-06-30
Filed2026-07-28
ANET
0.94%ARISTA NETWORKS INC
Shares2.8K
Event2026-06-30
Filed2026-07-28
STRATEGY INC
-15.55%STRATEGY INC
Shares5.5K
Event2026-06-30
Filed2026-07-28
QQEW
0.00%FIRST TR EXCHANGE-TRADED FD
Shares3.0K
Event2026-06-30
Filed2026-07-28
PM
-0.69%PHILIP MORRIS INTL INC
Shares2.6K
Event2026-06-30
Filed2026-07-28
SGOV
2.00%ISHARES TR
Shares4.5K
Event2026-06-30
Filed2026-07-28
EA
3.49%ELECTRONIC ARTS INC
Shares2.2K
Event2026-06-30
Filed2026-07-28
BND
-14.33%VANGUARD BD INDEX FDS
Shares6.2K
Event2026-06-30
Filed2026-07-28
MHO
-3.35%M/I HOMES INC
Shares2.8K
Event2026-06-30
Filed2026-07-28
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares5.0K
Event2026-06-30
Filed2026-07-28
ULTA BEAUTY INC
0.00%ULTA BEAUTY INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
NU
NewNU HLDGS LTD
Shares33.7K
Event2026-06-30
Filed2026-07-28
TWLO
-1.36%TWILIO INC
Shares2.2K
Event2026-06-30
Filed2026-07-28
CARR
6.35%CARRIER GLOBAL CORPORATION
Shares6.1K
Event2026-06-30
Filed2026-07-28
COMP
-50.14%COMPASS INC
Shares35.8K
Event2026-06-30
Filed2026-07-28
XRT
5.76%SPDR SERIES TRUST
Shares5.0K
Event2026-06-30
Filed2026-07-28
DASH
6.58%DOORDASH INC
Shares2.3K
Event2026-06-30
Filed2026-07-28
DDS
-0.12%DILLARDS INC
Shares818
Event2026-06-30
Filed2026-07-28
RDN
0.00%RADIAN GROUP INC
Shares11.5K
Event2026-06-30
Filed2026-07-28
USMV
-10.33%ISHARES TR
Shares4.4K
Event2026-06-30
Filed2026-07-28
VYM
4.71%VANGUARD WHITEHALL FDS
Shares2.7K
Event2026-06-30
Filed2026-07-28
3M CO
-4.72%3M CO
Shares2.6K
Event2026-06-30
Filed2026-07-28
BTO
0.00%HANCOCK JOHN FINL OPPTYS
Shares10.8K
Event2026-06-30
Filed2026-07-28
FXL
0.00%FIRST TR EXCHANGE-TRADED FD
Shares1.9K
Event2026-06-30
Filed2026-07-28
BNDX
-15.77%VANGUARD CHARLOTTE FDS
Shares8.7K
Event2026-06-30
Filed2026-07-28
SNX
0.00%TD SYNNEX CORPORATION
Shares1.6K
Event2026-06-30
Filed2026-07-28
ADEA
-23.03%ADEIA INC
Shares12.6K
Event2026-06-30
Filed2026-07-28
DFUV
0.00%DIMENSIONAL ETF TRUST
Shares7.5K
Event2026-06-30
Filed2026-07-28
MNST
-0.02%MONSTER BEVERAGE CORP NEW
Shares4.3K
Event2026-06-30
Filed2026-07-28
TFLO
-0.58%ISHARES TR
Shares8.1K
Event2026-06-30
Filed2026-07-28
MDY
-0.52%STATE STR SPDR S&P MIDCAP 40
Shares579
Event2026-06-30
Filed2026-07-28
TFC
-1.80%TRUIST FINL CORP
Shares8.1K
Event2026-06-30
Filed2026-07-28
GEN
-5.03%GEN DIGITAL INC
Shares16.2K
Event2026-06-30
Filed2026-07-28
LIVE NATION ENTERTAINMENT IN
-4.18%LIVE NATION ENTERTAINMENT IN
Shares2.2K
Event2026-06-30
Filed2026-07-28
DUPONT DE NEMOURS INC
NewDUPONT DE NEMOURS INC
Shares3.0K
Event2026-06-30
Filed2026-07-28
ICE
-2.90%INTERCONTINENTAL EXCHANGE IN
Shares3.3K
Event2026-06-30
Filed2026-07-28
MSGE
1.34%MADISON SQUARE GARDEN ENTMT
Shares4.9K
Event2026-06-30
Filed2026-07-28
DHI
0.00%D R HORTON INC
Shares2.4K
Event2026-06-30
Filed2026-07-28
MGM
0.00%MGM RESORTS INTERNATIONAL
Shares8.3K
Event2026-06-30
Filed2026-07-28
YUM
-4.51%YUM BRANDS INC
Shares2.5K
Event2026-06-30
Filed2026-07-28
EFV
0.00%ISHARES TR
Shares5.1K
Event2026-06-30
Filed2026-07-28
CHH
-5.03%CHOICE HOTELS INTL INC
Shares3.5K
Event2026-06-30
Filed2026-07-28
WTRG
0.00%ESSENTIAL UTILS INC
Shares10.0K
Event2026-06-30
Filed2026-07-28
EWW
-1.51%ISHARES INC
Shares5.1K
Event2026-06-30
Filed2026-07-28
NXP SEMICONDUCTORS N V
0.00%NXP SEMICONDUCTORS N V
Shares1.4K
Event2026-06-30
Filed2026-07-28
BHF
0.00%BRIGHTHOUSE FINL INC
Shares6.0K
Event2026-06-30
Filed2026-07-28
RKT
0.00%ROCKET COS INC
Shares23.8K
Event2026-06-30
Filed2026-07-28
PCG
-9.08%PG&E CORP
Shares22.2K
Event2026-06-30
Filed2026-07-28
LHX
-1.15%L3HARRIS TECHNOLOGIES INC
Shares1.3K
Event2026-06-30
Filed2026-07-28
ADP
9.61%AUTOMATIC DATA PROCESSING IN
Shares1.7K
Event2026-06-30
Filed2026-07-28
NIE
0.21%VIRTUS EQUITY & CONV INCM FD
Shares13.8K
Event2026-06-30
Filed2026-07-28
ARCH CAP GROUP LTD
-2.93%ARCH CAP GROUP LTD
Shares3.8K
Event2026-06-30
Filed2026-07-28
BN
0.00%BROOKFIELD CORP
Shares8.7K
Event2026-06-30
Filed2026-07-28
FTC
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares1.9K
Event2026-06-30
Filed2026-07-28
EWBC
0.00%EAST WEST BANCORP INC
Shares2.8K
Event2026-06-30
Filed2026-07-28
REGN
-4.87%REGENERON PHARMACEUTICALS
Shares586
Event2026-06-30
Filed2026-07-28
IWD
-22.44%ISHARES TR
Shares1.5K
Event2026-06-30
Filed2026-07-28
MLPA
0.01%GLOBAL X FDS
Shares6.8K
Event2026-06-30
Filed2026-07-28
IWO
0.00%ISHARES TR
Shares911
Event2026-06-30
Filed2026-07-28
GPC
-10.65%GENUINE PARTS CO
Shares3.0K
Event2026-06-30
Filed2026-07-28
FLUOR CORP
NewFLUOR CORP
Shares6.8K
Event2026-06-30
Filed2026-07-28
JEPI
-76.97%J P MORGAN EXCHANGE TRADED F
Shares6.2K
Event2026-06-30
Filed2026-07-28
MGC
-0.62%VANGUARD WORLD FD
Shares1.3K
Event2026-06-30
Filed2026-07-28
RVTY
-5.16%REVVITY INC
Shares3.1K
Event2026-06-30
Filed2026-07-28
IJK
0.00%ISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-07-28
ADVANCED DRAIN SYS INC DEL
-12.52%ADVANCED DRAIN SYS INC DEL
Shares2.2K
Event2026-06-30
Filed2026-07-28
PERSHING SQUARE USA LTD
NewPERSHING SQUARE USA LTD
Shares9.1K
Event2026-06-30
Filed2026-07-28
NVO
-42.94%NOVO-NORDISK A S
Shares7.0K
Event2026-06-30
Filed2026-07-28
SOUTHERN CO
-2.93%SOUTHERN CO
Shares3.5K
Event2026-06-30
Filed2026-07-28
OKE
-0.54%ONEOK INC NEW
Shares3.9K
Event2026-06-30
Filed2026-07-28
SSO
-4.02%PROSHARES TR
Shares4.9K
Event2026-06-30
Filed2026-07-28
BLK
0.00%BLACKROCK INC
Shares344
Event2026-06-30
Filed2026-07-28
BORR
0.00%BORR DRILLING LTD
Shares80.0K
Event2026-06-30
Filed2026-07-28
PCAR
18.45%PACCAR INC
Shares2.7K
Event2026-06-30
Filed2026-07-28
SDY
0.00%SPDR SERIES TRUST
Shares2.1K
Event2026-06-30
Filed2026-07-28
ITW
15.32%ILLINOIS TOOL WKS INC
Shares1.2K
Event2026-06-30
Filed2026-07-28
FDL
0.00%FIRST TR EXCHANGE-TRADED FD
Shares6.5K
Event2026-06-30
Filed2026-07-28
COWZ
0.00%PACER FDS TR
Shares5.1K
Event2026-06-30
Filed2026-07-28
VCLT
-11.29%VANGUARD SCOTTSDALE FDS
Shares4.2K
Event2026-06-30
Filed2026-07-28
PDD
0.00%PDD HOLDINGS INC
Shares4.1K
Event2026-06-30
Filed2026-07-28
SUSB
30.14%ISHARES TR
Shares12.5K
Event2026-06-30
Filed2026-07-28
CII
-0.67%BLACKROCK ENHANCED LARGE CAP
Shares11.9K
Event2026-06-30
Filed2026-07-28
ECL
23.64%ECOLAB INC
Shares1.1K
Event2026-06-30
Filed2026-07-28
IGV
23.16%ISHARES TR
Shares3.4K
Event2026-06-30
Filed2026-07-28
CSQ
0.00%CALAMOS STRATEGIC TOTAL RETU
Shares14.8K
Event2026-06-30
Filed2026-07-28
ARCHROCK INC
-22.53%ARCHROCK INC
Shares7.5K
Event2026-06-30
Filed2026-07-28
AAMI
-23.49%ACADIAN ASSET MANAGEMENT INC
Shares4.2K
Event2026-06-30
Filed2026-07-28
NULG
NewNUSHARES ETF TR
Shares2.6K
Event2026-06-30
Filed2026-07-28
EFA
0.00%ISHARES TR
Shares2.9K
Event2026-06-30
Filed2026-07-28
AZO
12.05%AUTOZONE INC
Shares93
Event2026-06-30
Filed2026-07-28
SLB
-61.32%SLB LIMITED
Shares6.4K
Event2026-06-30
Filed2026-07-28
SUSL
0.00%ISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-07-28
RMT
0.00%ROYCE MICRO-CAP TR INC
Shares19.9K
Event2026-06-30
Filed2026-07-28
EES
0.00%WISDOMTREE TR
Shares4.3K
Event2026-06-30
Filed2026-07-28
ASGI
-2.04%ABRDN GLOBAL INFRA INCOME FU
Shares12.5K
Event2026-06-30
Filed2026-07-28
GSY
-2.52%INVESCO ACTIVELY MANAGED EXC
Shares5.8K
Event2026-06-30
Filed2026-07-28
LPLA
0.00%LPL FINL HLDGS INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
MAT
0.00%MATTEL INC
Shares20.8K
Event2026-06-30
Filed2026-07-28
ITA
-10.36%ISHARES TR
Shares1.2K
Event2026-06-30
Filed2026-07-28
KBE
-4.32%SPDR SERIES TRUST
Shares4.2K
Event2026-06-30
Filed2026-07-28
ESGE
17.14%ISHARES INC
Shares5.2K
Event2026-06-30
Filed2026-07-28
LABCORP HOLDINGS INC
0.00%LABCORP HOLDINGS INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
IT
-1.37%GARTNER INC
Shares2.2K
Event2026-06-30
Filed2026-07-28
IGF
-1.41%ISHARES TR
Shares4.2K
Event2026-06-30
Filed2026-07-28
TEL
-1.37%TE CONNECTIVITY PLC
Shares1.4K
Event2026-06-30
Filed2026-07-28
NUMG
NewNUSHARES ETF TR
Shares5.9K
Event2026-06-30
Filed2026-07-28
VRT
0.00%VERTIV HOLDINGS CO
Shares820
Event2026-06-30
Filed2026-07-28
MORT
0.00%VANECK ETF TRUST
Shares26.5K
Event2026-06-30
Filed2026-07-28
TMUS
3.03%T-MOBILE US INC
Shares1.6K
Event2026-06-30
Filed2026-07-28
WBD
-8.04%WARNER BROS DISCOVERY INC
Shares10.3K
Event2026-06-30
Filed2026-07-28
IWF
NewISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-07-28
VCSH
-2.35%VANGUARD SCOTTSDALE FDS
Shares3.4K
Event2026-06-30
Filed2026-07-28
ESGU
-0.61%ISHARES TR
Shares1.6K
Event2026-06-30
Filed2026-07-28
ALPS ETF TR
-1.88%ALPS ETF TR
Shares5.1K
Event2026-06-30
Filed2026-07-28
WY
-11.55%WEYERHAEUSER CO
Shares11.0K
Event2026-06-30
Filed2026-07-28
CHW
0.00%CALAMOS GBL DYN INCOME FUND
Shares29.3K
Event2026-06-30
Filed2026-07-28
SWKS
-0.82%SKYWORKS SOLUTIONS INC
Shares3.8K
Event2026-06-30
Filed2026-07-28
MBB
NewISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-28
APA CORPORATION
-2.92%APA CORPORATION
Shares8.0K
Event2026-06-30
Filed2026-07-28
PRIMERICA INC
-5.20%PRIMERICA INC
Shares912
Event2026-06-30
Filed2026-07-28
HYGV
-5.74%FLEXSHARES TR
Shares6.4K
Event2026-06-30
Filed2026-07-28
JD
0.00%JD.COM INC
Shares10.0K
Event2026-06-30
Filed2026-07-28
ILMN
NewILLUMINA INC
Shares1.4K
Event2026-06-30
Filed2026-07-28
PALANTIR TECHNOLOGIES INC
-16.10%PALANTIR TECHNOLOGIES INC
Shares2.1K
Event2026-06-30
Filed2026-07-28
AMERIPRISE FINL INC
-10.58%AMERIPRISE FINL INC
Shares541
Event2026-06-30
Filed2026-07-28
DLN
0.00%WISDOMTREE TR
Shares2.6K
Event2026-06-30
Filed2026-07-28
FTCS
0.00%FIRST TR EXCHANGE-TRADED FD
Shares2.6K
Event2026-06-30
Filed2026-07-28
TIDAL TRUST III
0.00%TIDAL TRUST III
Shares11.7K
Event2026-06-30
Filed2026-07-28
TGT
-23.63%TARGET CORP
Shares1.9K
Event2026-06-30
Filed2026-07-28
IWP
0.00%ISHARES TR
Shares1.7K
Event2026-06-30
Filed2026-07-28
RL
0.00%RALPH LAUREN CORP
Shares606
Event2026-06-30
Filed2026-07-28
FI
-4.00%FISERV INC
Shares4.9K
Event2026-06-30
Filed2026-07-28
DVY
0.00%ISHARES TR
Shares1.5K
Event2026-06-30
Filed2026-07-28
PGF
-6.15%INVESCO EXCHANGE TRADED FD T
Shares17.4K
Event2026-06-30
Filed2026-07-28
ITB
NewISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-07-28
GLBE
-5.10%GLOBAL E ONLINE LTD
Shares6.8K
Event2026-06-30
Filed2026-07-28
AMT
-1.90%AMERICAN TOWER CORP
Shares1.4K
Event2026-06-30
Filed2026-07-28
INTU
-28.10%INTUIT
Shares906
Event2026-06-30
Filed2026-07-28
HDB
0.00%HDFC BANK LTD
Shares9.1K
Event2026-06-30
Filed2026-07-28
XLP
5.81%SELECT SECTOR SPDR TR
Shares2.8K
Event2026-06-30
Filed2026-07-28
ALV
-41.46%AUTOLIV INC
Shares2.0K
Event2026-06-30
Filed2026-07-28
NULV
NewNUSHARES ETF TR
Shares4.7K
Event2026-06-30
Filed2026-07-28
DG
-4.82%DOLLAR GEN CORP
Shares2.0K
Event2026-06-30
Filed2026-07-28
NJR
-21.69%NEW JERSEY RES CORP
Shares4.2K
Event2026-06-30
Filed2026-07-28
UAL
NewUNITED AIRLS HLDGS INC
Shares1.7K
Event2026-06-30
Filed2026-07-28
HTD
0.00%HANCOCK JOHN TAX-ADVANTAGED
Shares9.0K
Event2026-06-30
Filed2026-07-28
CVS
NewCVS HEALTH CORP
Shares2.2K
Event2026-06-30
Filed2026-07-28
SEIC
-18.96%SEI INVTS CO
Shares2.6K
Event2026-06-30
Filed2026-07-28
KNG
0.00%FIRST TR EXCHANGE-TRADED FD
Shares4.5K
Event2026-06-30
Filed2026-07-28
CMG
-1.12%CHIPOTLE MEXICAN GRILL INC
Shares6.6K
Event2026-06-30
Filed2026-07-28
NOVT
NewNOVANTA INC
Shares1.4K
Event2026-06-30
Filed2026-07-28
EPD
0.66%ENTERPRISE PRODS PARTNERS L
Shares6.1K
Event2026-06-30
Filed2026-07-28
USA
-56.92%LIBERTY ALL STAR EQUITY FD
Shares38.4K
Event2026-06-30
Filed2026-07-28
MKS INC.
NewMKS INC.
Shares501
Event2026-06-30
Filed2026-07-28
DLTR
0.00%DOLLAR TREE INC
Shares1.8K
Event2026-06-30
Filed2026-07-28
DB
NewDEUTSCHE BK AG
Shares6.5K
Event2026-06-30
Filed2026-07-28
DHS
0.00%WISDOMTREE TR
Shares1.9K
Event2026-06-30
Filed2026-07-28
SYK
NewSTRYKER CORPORATION
Shares695
Event2026-06-30
Filed2026-07-28
MGV
NewVANGUARD WORLD FD
Shares1.3K
Event2026-06-30
Filed2026-07-28
BSTZ
NewBLACKROCK SCIENCE & TECHNOLO
Shares7.3K
Event2026-06-30
Filed2026-07-28
CGNX
NewCOGNEX CORP
Shares3.0K
Event2026-06-30
Filed2026-07-28
ROST
-0.49%ROSS STORES INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
IDEXX LABS INC
-0.24%IDEXX LABS INC
Shares408
Event2026-06-30
Filed2026-07-28
Call Option Holdings
IWM Call
NewISHARES TR
Shares400
Event2026-06-30
Filed2026-07-28
UBER Call
NewUBER TECHNOLOGIES INC
Shares100
Event2026-06-30
Filed2026-07-28
Put Option Holdings
IBIT Put
NewISHARES BITCOIN TRUST ETF
Shares2.0K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC Put
NewMETA PLATFORMS INC
Shares100
Event2026-06-30
Filed2026-07-28
MSFT Put
NewMICROSOFT CORP
Shares100
Event2026-06-30
Filed2026-07-28
VGT Put
NewVANGUARD WORLD FD
Shares200
Event2026-06-30
Filed2026-07-28