Sponsored

The Analysis of Symphony Financial, Ltd. Co.'s Holdings & P&L

Currently, Symphony Financial, Ltd. Co. holds 371 types of securities in its portfolio with a total value $914.3M. In the most recent quarter, they have increased their positions in N/A (+11.6K shares, valued at $8.6M), N/A (+155.3K shares, valued at $4.7M), N/A (+24.6K shares, valued at $4.1M); decreased their positions in GLD (-15.4K shares, valued at $5.7M), GBIL (-20.5K shares, valued at $2.1M), BKLC (-10.0K shares, valued at $1.4M); initiated new positions in N/A (+155.3K shares, valued at $4.7M), N/A (+24.6K shares, valued at $4.1M), ACWX (+40.2K shares, valued at $3.0M).

1M P&L

+3.7M+0.50%

3M P&L

+12.8M+1.74%

HY P&L

+51.4M+7.36%

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/A416.2M

55.2%

2Semiconductors56.9M

7.5%

3Drug Manufacturers - General29.0M

3.9%

Top Industries by Stock Count

1N/A128 stocks

39.6%

2Semiconductors10 stocks

3.1%

3Utilities - Regulated Electric9 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST495.2K shares2.90%2026-06-302026-08-04

NVDA NVIDIA CORPORATION200.1K shares9.33%2026-06-302026-08-04

SPYG SPDR SERIES TRUST280.6K shares2.12%2026-06-302026-08-04

AVDE AMERICAN CENTY ETF TR335.8K shares9.80%2026-06-302026-08-04

AAPL APPLE INC82.2K shares5.99%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T30.3K shares62.17%2026-06-302026-08-04

PULS PGIM ETF TR435.1K shares5.61%2026-06-302026-08-04

AMZN AMAZON COM INC88.7K shares6.32%2026-06-302026-08-04

Sponsored

MSFT MICROSOFT CORP51.6K shares12.20%2026-06-302026-08-04

SPYV SPDR SERIES TRUST295.9K shares6.61%2026-06-302026-08-04

AVUV AMERICAN CENTY ETF TR140.4K shares5.67%2026-06-302026-08-04

SPIB SPDR SERIES TRUST516.0K shares8.41%2026-06-302026-08-04

GOOGL ALPHABET INC46.7K shares5.58%2026-06-302026-08-04

AVEM AMERICAN CENTY ETF TR169.8K shares9.11%2026-06-302026-08-04

IWM ISHARES TR50.4K shares8.96%2026-06-302026-08-04

SPHQ INVESCO EXCHANGE TRADED FD T153.9K shares6.70%2026-06-302026-08-04

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS36.7K shares1.62%2026-06-302026-08-04

ISHARES TR ISHARES TR18.0K shares4.48%2026-06-302026-08-04

BROADCOM INC BROADCOM INC35.2K shares3.56%2026-06-302026-08-04

ISHARES TR ISHARES TR119.4K shares8.39%2026-06-302026-08-04

GOOG ALPHABET INC32.4K shares5.11%2026-06-302026-08-04

JPST J P MORGAN EXCHANGE TRADED F214.7K shares19.43%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON42.1K shares0.96%2026-06-302026-08-04

IGF ISHARES TR158.0K shares8.39%2026-06-302026-08-04

Sponsored

ANGL VANECK ETF TRUST325.7K shares6.71%2026-06-302026-08-04

GLD SPDR GOLD TR24.8K shares-38.26%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP64.8K shares-12.01%2026-06-302026-08-04

IUSV ISHARES TR76.0K shares2.16%2026-06-302026-08-04

SLYV SPDR SERIES TRUST75.7K shares6.95%2026-06-302026-08-04

LLY ELI LILLY & CO6.6K shares4.00%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO24.3K shares-7.18%2026-06-302026-08-04

VONV VANGUARD SCOTTSDALE FDS74.5K shares5.03%2026-06-302026-08-04

Sponsored

TSLA TESLA INC17.9K shares-0.13%2026-06-302026-08-04

VISA INC VISA INC21.5K shares3.02%2026-06-302026-08-04

QUAL ISHARES TR33.6K shares0.69%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL14.4K shares0.50%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC5.8K shares5.11%2026-06-302026-08-04

ABBVIE INC ABBVIE INC26.1K shares7.00%2026-06-302026-08-04

SPDW SPDR INDEX SHS FDS131.5K shares2.11%2026-06-302026-08-04

MO ALTRIA GROUP INC88.0K shares3.17%2026-06-302026-08-04

Sponsored

WMT WALMART INC54.6K shares2.26%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC10.7K shares14.06%2026-06-302026-08-04

PDBC INVESCO ACTVELY MNGD ETC FD348.8K shares5.86%2026-06-302026-08-04

IEMG ISHARES INC65.4K shares26.74%2026-06-302026-08-04

QQQ INVESCO QQQ TR7.1K shares-6.23%2026-06-302026-08-04

BKAG BNY MELLON ETF TRUST121.6K shares5.42%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC116.1K shares1.87%2026-06-302026-08-04

COLUMBIA ETF TR I COLUMBIA ETF TR I155.3K sharesnew addition2026-06-302026-08-04

Sponsored

MRK MERCK & CO INC35.7K shares1.34%2026-06-302026-08-04

SLF SUN LIFE FINANCIAL INC.58.5K shares0.15%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED8.4K shares11.35%2026-06-302026-08-04

HD HOME DEPOT INC12.1K shares12.36%2026-06-302026-08-04

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP24.6K sharesnew addition2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.1K shares10.44%2026-06-302026-08-04

GE GE AEROSPACE10.1K shares-15.31%2026-06-302026-08-04

NEXTERA ENERGY INC NEXTERA ENERGY INC42.0K shares9.73%2026-06-302026-08-04

Sponsored

ORACLE CORP ORACLE CORP25.2K shares5.60%2026-06-302026-08-04

MUB ISHARES TR32.7K shares-2.24%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC6.4K shares-5.62%2026-06-302026-08-04

CMI CUMMINS INC5.0K shares5.89%2026-06-302026-08-04

WCMI FIRST TR EXCHANGE-TRADED FD180.0K shares25.56%2026-06-302026-08-04

AMGN AMGEN INC9.0K shares7.37%2026-06-302026-08-04

BKLC BNY MELLON ETF TRUST22.7K shares-30.51%2026-06-302026-08-04

CVX CHEVRON CORPORATION19.1K shares-1.11%2026-06-302026-08-04

Sponsored

O REALTY INCOME CORP51.2K shares6.72%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC4.5K shares21.11%2026-06-302026-08-04

AIRR FIRST TR EXCHANGE TRADED FD24.0K shares21.13%2026-06-302026-08-04

LRCX LAM RESEARCH CORP7.2K shares91.76%2026-06-302026-08-04

ACWX ISHARES TR40.2K sharesnew addition2026-06-302026-08-04

PANW PALO ALTO NETWORKS INC9.1K shares7.94%2026-06-302026-08-04

COPX GLOBAL X FDS39.8K shares3.33%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION15.9K shares8.98%2026-06-302026-08-04

Sponsored

DGRO ISHARES TR39.2K shares78.43%2026-06-302026-08-04

TXN TEXAS INSTRS INC9.9K shares12.31%2026-06-302026-08-04

GD GENERAL DYNAMICS CORP7.9K shares22.97%2026-06-302026-08-04

FTNT FORTINET INC17.7K shares-7.73%2026-06-302026-08-04

KO COCA COLA CO32.2K shares3.35%2026-06-302026-08-04

SDVY FIRST TR EXCHANGE TRADED FD61.7K shares30.04%2026-06-302026-08-04

PM PHILIP MORRIS INTL INC14.4K shares4.14%2026-06-302026-08-04

MS MORGAN STANLEY11.3K shares6.26%2026-06-302026-08-04

Sponsored

DUK DUKE ENERGY CORP NEW18.4K shares12.00%2026-06-302026-08-04

IJH ISHARES TR30.2K shares2.01%2026-06-302026-08-04

WASTE MGMT INC DEL WASTE MGMT INC DEL10.3K shares17.72%2026-06-302026-08-04

PEP PEPSICO INC16.5K shares-4.85%2026-06-302026-08-04

LOW LOWES COS INC10.4K shares9.49%2026-06-302026-08-04

GPIQ GOLDMAN SACHS ETF TR38.3K shares7.09%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.4K shares20.40%2026-06-302026-08-04

AXP AMERICAN EXPRESS CO6.6K shares1.14%2026-06-302026-08-04

Sponsored

CAT CATERPILLAR INC2.1K shares58.77%2026-06-302026-08-04

MCD MCDONALDS CORP8.0K shares-1.24%2026-06-302026-08-04

NLR VANECK ETF TRUST17.4K shares1.96%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.26.4K shares8.33%2026-06-302026-08-04

SPMD SPDR SERIES TRUST28.7K shares-4.61%2026-06-302026-08-04

VOO VANGUARD INDEX FDS2.8K shares42.43%2026-06-302026-08-04

SLV ISHARES SILVER TR35.7K shares-4.35%2026-06-302026-08-04

GEV GE VERNOVA INC1.7K shares14.71%2026-06-302026-08-04

Sponsored

PUSH PGIM ETF TR35.9K shares8.80%2026-06-302026-08-04

ED CONSOLIDATED EDISON INC16.0K shares3.10%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP3.3K shares-3.92%2026-06-302026-08-04

T AT&T INC71.5K shares32.58%2026-06-302026-08-04

PAAA PGIM ETF TR29.9K shares249.91%2026-06-302026-08-04

IUSG ISHARES TR8.2K shares0.57%2026-06-302026-08-04

TOTL SSGA ACTIVE ETF TR37.9K shares37.91%2026-06-302026-08-04

PG PROCTER & GAMBLE CO10.0K shares-4.67%2026-06-302026-08-04

Sponsored

ABT ABBOTT LABORATORIES15.9K shares2.34%2026-06-302026-08-04

MRVL MARVELL TECHNOLOGY INC5.2K shares9.56%2026-06-302026-08-04

IWF ISHARES TR11.4K shares351.46%2026-06-302026-08-04

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC12.0K shares6.98%2026-06-302026-08-04

XLK SELECT SECTOR SPDR TR7.2K shares28.70%2026-06-302026-08-04

ITOT ISHARES TR8.4K shares-5.54%2026-06-302026-08-04

SOUTHERN CO SOUTHERN CO13.9K shares12.92%2026-06-302026-08-04

DFAC DIMENSIONAL ETF TRUST30.5K shares0.25%2026-06-302026-08-04

Sponsored

VLO VALERO ENERGY CORP4.6K shares-5.55%2026-06-302026-08-04

ISRG INTUITIVE SURGICAL INC3.0K shares9.06%2026-06-302026-08-04

PH PARKER-HANNIFIN CORP1.2K shares36.22%2026-06-302026-08-04

FIX COMFORT SYS USA INC595 shares-7.03%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR35.2K shares18.13%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares64.88%2026-06-302026-08-04

WDC WESTERN DIGITAL CORP1.8K shares-21.63%2026-06-302026-08-04

BKEM BNY MELLON ETF TRUST11.9K shares30.30%2026-06-302026-08-04

Sponsored

BKMC BNY MELLON ETF TRUST8.8K shares2.33%2026-06-302026-08-04

3M CO 3M CO6.6K shares9.67%2026-06-302026-08-04

BAC BANK OF AMER CORP18.5K shares10.91%2026-06-302026-08-04

BKIE BNY MELLON ETF TRUST10.6K shares41.14%2026-06-302026-08-04

SPLV INVESCO EXCH TRADED FD TR II13.7K shares4.42%2026-06-302026-08-04

PSX PHILLIPS 665.9K shares-4.81%2026-06-302026-08-04

BKHY BNY MELLON ETF TRUST20.8K shares7.94%2026-06-302026-08-04

CSWC CAPITAL SOUTHWEST CORP42.2K shares2.89%2026-06-302026-08-04

Sponsored

IBM INTERNATIONAL BUSINESS MACHS3.5K shares44.33%2026-06-302026-08-04

PFE PFIZER INC40.3K shares9.02%2026-06-302026-08-04

VTV VANGUARD INDEX FDS4.5K sharesnew addition2026-06-302026-08-04

TWFG TWFG INC39.1K shares153.71%2026-06-302026-08-04

AGGY WISDOMTREE TR21.6K shares-17.71%2026-06-302026-08-04

BKSE BNY MELLON ETF TRUST6.9K shares3.93%2026-06-302026-08-04

CIBR FIRST TR EXCHANGE-TRADED FD10.1K shares0.19%2026-06-302026-08-04

INTU INTUIT3.4K shares43.87%2026-06-302026-08-04

Sponsored

IWO ISHARES TR2.3K shares9.69%2026-06-302026-08-04

ADI ANALOG DEVICES INC2.3K shares-1.86%2026-06-302026-08-04

DOC HEALTHPEAK PROPERTIES INC40.4K shares15.11%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.2K shares5.30%2026-06-302026-08-04

CAH CARDINAL HEALTH INC3.6K shares6.28%2026-06-302026-08-04

ITA ISHARES TR3.6K shares17.26%2026-06-302026-08-04

GBIL GOLDMAN SACHS ETF TR8.5K shares-70.75%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC835 shares40.34%2026-06-302026-08-04

Sponsored

KLAC KLA CORP2.9K shares1852.03%2026-06-302026-08-04

HDV ISHARES TR30.2K shares594.15%2026-06-302026-08-04

CRM SALESFORCE INC5.3K shares11.45%2026-06-302026-08-04

HON HONEYWELL INTL INC3.5K shares-12.33%2026-06-302026-08-04

XLE SELECT SECTOR SPDR TR15.2K shares0.19%2026-06-302026-08-04

IWD ISHARES TR3.3K shares80.36%2026-06-302026-08-04

LYB LYONDELLBASELL INDUSTRIES NV14.7K shares8.03%2026-06-302026-08-04

VT VANGUARD INTL EQUITY INDEX F5.0K shares6.12%2026-06-302026-08-04

Sponsored

VLUE ISHARES TR3.8K shares0.34%2026-06-302026-08-04

DELL DELL TECHNOLOGIES INC1.8K sharesnew addition2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC7.6K shares1.54%2026-06-302026-08-04

FTSM FIRST TR EXCHANGE-TRADED FD12.6K shares-33.01%2026-06-302026-08-04

ROK ROCKWELL AUTOMATION INC1.5K shares19.11%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS3.1K sharesnew addition2026-06-302026-08-04

FALN ISHARES TR27.1K shares2.98%2026-06-302026-08-04

FANG DIAMONDBACK ENERGY INC4.1K shares2.58%2026-06-302026-08-04

Sponsored

OKE ONEOK INC NEW8.1K shares40.62%2026-06-302026-08-04

FAST FASTENAL CO15.0K shares15.28%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC6.0K shares21.47%2026-06-302026-08-04

COP CONOCOPHILLIPS6.7K shares12.48%2026-06-302026-08-04

IJR ISHARES TR4.7K shares19.23%2026-06-302026-08-04

SPSM SPDR SERIES TRUST11.9K shares21.93%2026-06-302026-08-04

SPEM SPDR INDEX SHS FDS13.1K shares-1.00%2026-06-302026-08-04

VXUS VANGUARD STAR FDS7.9K shares6.49%2026-06-302026-08-04

Sponsored

TT TRANE TECHNOLOGIES PLC1.4K shares8.66%2026-06-302026-08-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL685 shares-15.22%2026-06-302026-08-04

C CITIGROUP INC4.6K shares131.08%2026-06-302026-08-04

DLR DIGITAL RLTY TR INC3.4K shares12.06%2026-06-302026-08-04

TJX TJX COS INC NEW4.2K shares2.54%2026-06-302026-08-04

BTI BRITISH AMERN TOB PLC10.2K shares-2.47%2026-06-302026-08-04

ETN EATON CORP PLC1.5K shares27.84%2026-06-302026-08-04

PYLD PIMCO ETF TR23.5K shares23.75%2026-06-302026-08-04

Sponsored

R RYDER SYS INC2.4K shares-4.96%2026-06-302026-08-04

BX BLACKSTONE INC5.4K shares53.70%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO10.5K shares-23.96%2026-06-302026-08-04

APH AMPHENOL CORP3.5K shares34.01%2026-06-302026-08-04

INDA ISHARES TR11.8K shares-4.11%2026-06-302026-08-04

VB VANGUARD INDEX FDS1.9K sharesnew addition2026-06-302026-08-04

PNC PNC FINL SVCS GROUP INC2.3K shares-4.09%2026-06-302026-08-04

VRT VERTIV HOLDINGS CO1.7K shares25.18%2026-06-302026-08-04

Sponsored

ENB ENBRIDGE INC10.1K shares9.54%2026-06-302026-08-04

CEG CONSTELLATION ENERGY CORP2.1K shares18.14%2026-06-302026-08-04

BKNG BOOKING HOLDINGS INC3.0K shares2405.88%2026-06-302026-08-04

TFC TRUIST FINL CORP10.7K shares3.06%2026-06-302026-08-04

CFR CULLEN FROST BANKERS INC3.5K shares2.20%2026-06-302026-08-04

LIN LINDE PLC1.0K shares28.43%2026-06-302026-08-04

INTC INTEL CORP3.9K shares-36.83%2026-06-302026-08-04

USMV ISHARES TR5.5K shares55.30%2026-06-302026-08-04

Sponsored

POWL POWELL INDS INC1.9K sharesnew addition2026-06-302026-08-04

WMB WILLIAMS COS INC7.0K shares87.01%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC1.0K shares59.66%2026-06-302026-08-04

CLOI VANECK ETF TRUST9.7K shares1.31%2026-06-302026-08-04

HYD VANECK ETF TRUST9.9K shares0.61%2026-06-302026-08-04

NBIS NEBIUS GROUP N.V.1.9K sharesnew addition2026-06-302026-08-04

VXF VANGUARD INDEX FDS2.0K shares0.00%2026-06-302026-08-04

MSMR ETF SER SOLUTIONS14.1K shares-1.85%2026-06-302026-08-04

Sponsored

UNP UNION PAC CORP1.8K shares8.45%2026-06-302026-08-04

CLS CELESTICA INC1.4K shares13.55%2026-06-302026-08-04

BLK BLACKROCK INC507 shares28.35%2026-06-302026-08-04

SPMO INVESCO EXCH TRADED FD TR II3.0K shares5.09%2026-06-302026-08-04

AEP AMERICAN ELEC PWR CO INC3.4K shares36.56%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS2.9K sharesnew addition2026-06-302026-08-04

CNC CENTENE CORP DEL7.2K shares-13.54%2026-06-302026-08-04

EWY ISHARES INC2.3K sharesnew addition2026-06-302026-08-04

Sponsored

DAL DELTA AIR LINES INC4.8K shares-8.49%2026-06-302026-08-04

GILD GILEAD SCIENCES INC3.5K shares39.75%2026-06-302026-08-04

CMCSA COMCAST CORP NEW18.4K shares-6.73%2026-06-302026-08-04

QCOM QUALCOMM INC2.4K shares-25.87%2026-06-302026-08-04

PLD PROLOGIS INC.3.2K shares61.56%2026-06-302026-08-04

IWB ISHARES TR1.1K shares1.04%2026-06-302026-08-04

EMR EMERSON ELEC CO3.0K sharesnew addition2026-06-302026-08-04

SMH VANECK ETF TRUST680 shares11.48%2026-06-302026-08-04

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.9K sharesnew addition2026-06-302026-08-04

EIX EDISON INTL5.7K shares-19.61%2026-06-302026-08-04

SNDK SANDISK CORP189 sharesnew addition2026-06-302026-08-04

WFC WELLS FARGO & CO5.0K shares41.93%2026-06-302026-08-04

ANET ARISTA NETWORKS INC2.5K shares-25.79%2026-06-302026-08-04

AMT AMERICAN TOWER CORP2.5K shares53.51%2026-06-302026-08-04

PEG PUBLIC SVC ENTERPRISE GROUP4.9K shares19.20%2026-06-302026-08-04

IRM IRON MTN INC DEL3.1K shares1.80%2026-06-302026-08-04

Sponsored

JBHT HUNT J B TRANS SVCS INC1.4K shares0.36%2026-06-302026-08-04

EFA ISHARES TR3.8K sharesnew addition2026-06-302026-08-04

TX TERNIUM SA8.9K shares1.04%2026-06-302026-08-04

FTI TECHNIPFMC PLC5.8K shares-0.65%2026-06-302026-08-04

FFIN FIRST FINL BANKSHARES INC11.1K shares2.15%2026-06-302026-08-04

IOO ISHARES TR2.8K shares4.62%2026-06-302026-08-04

GM GENERAL MTRS CO4.9K shares0.99%2026-06-302026-08-04

CHUBB LIMITED CHUBB LIMITED1.1K shares-30.29%2026-06-302026-08-04

Sponsored

HYG ISHARES TR4.6K sharesnew addition2026-06-302026-08-04

BND VANGUARD BD INDEX FDS5.0K shares-1.70%2026-06-302026-08-04

VRTX VERTEX PHARMACEUTICALS INC738 shares20.00%2026-06-302026-08-04

MGK VANGUARD WORLD FD4.2K shares579.22%2026-06-302026-08-04

EME EMCOR GROUP INC439 shares7.86%2026-06-302026-08-04

UPS UNITED PARCEL SVCS INC3.4K shares-0.74%2026-06-302026-08-04

AGNC INVT CORP AGNC INVT CORP33.0K shares-20.10%2026-06-302026-08-04

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.5K shares1.21%2026-06-302026-08-04

Sponsored

COF CAPITAL ONE FINL CORP1.8K shares9.15%2026-06-302026-08-04

BIZD VANECK ETF TRUST27.7K shares1.07%2026-06-302026-08-04

SBUX STARBUCKS CORP3.4K sharesnew addition2026-06-302026-08-04

PFG PRINCIPAL FINANCIAL GROUP IN3.2K shares10.37%2026-06-302026-08-04

BE BLOOM ENERGY CORP1.2K sharesnew addition2026-06-302026-08-04

ISHARES TR ISHARES TR3.5K shares20.60%2026-06-302026-08-04

ASML ASML HLDG NV176 sharesnew addition2026-06-302026-08-04

UAL UNITED AIRLS HLDGS INC2.5K shares-13.31%2026-06-302026-08-04

Sponsored

TER TERADYNE INC685 shares-2.00%2026-06-302026-08-04

EMXC ISHARES INC3.2K sharesnew addition2026-06-302026-08-04

ABNB AIRBNB INC2.3K shares-31.41%2026-06-302026-08-04

TTE TOTALENERGIES SE4.1K shares-19.58%2026-06-302026-08-04

CGGR CAPITAL GROUP GROWTH ETF6.7K shares0.00%2026-06-302026-08-04

MEDTRONIC PLC MEDTRONIC PLC3.9K shares31.79%2026-06-302026-08-04

TRGP TARGA RES CORP1.2K sharesnew addition2026-06-302026-08-04

HPE HEWLETT PACKARD ENTERPRISE C6.9K sharesnew addition2026-06-302026-08-04

Sponsored

SCHD SCHWAB STRATEGIC TR9.7K sharesnew addition2026-06-302026-08-04

MDY STATE STR SPDR S&P MIDCAP 40430 shares0.23%2026-06-302026-08-04

PCG PG&E CORP17.8K shares-43.42%2026-06-302026-08-04

WPC WP CAREY INC4.1K shares17.44%2026-06-302026-08-04

EPD ENTERPRISE PRODS PARTNERS L8.1K shares1.33%2026-06-302026-08-04

FAUG FIRST TR EXCHNG TRADED FD VI5.3K shares0.00%2026-06-302026-08-04

VUG VANGUARD INDEX FDS3.4K shares465.25%2026-06-302026-08-04

LNG CHENIERE ENERGY INC1.2K shares73.23%2026-06-302026-08-04

Sponsored

S&P GLOBAL INC S&P GLOBAL INC717 shares-44.97%2026-06-302026-08-04

HCA HCA HEALTHCARE INC743 sharesnew addition2026-06-302026-08-04

FDX FEDEX CORP926 shares-2.32%2026-06-302026-08-04

NEM NEWMONT CORP3.1K shares-13.46%2026-06-302026-08-04

HAL HALLIBURTON CO8.5K shares9.68%2026-06-302026-08-04

ROP ROPER TECHNOLOGIES INC859 shares-22.19%2026-06-302026-08-04

ATO ATMOS ENERGY CORP1.6K shares19.45%2026-06-302026-08-04

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR6.2K shares-0.70%2026-06-302026-08-04

Sponsored

SYY SYSCO CORP3.4K sharesnew addition2026-06-302026-08-04

CGGO CAPITAL GROUP GBL GROWTH EQT6.7K shares0.00%2026-06-302026-08-04

MOH MOLINA HEALTHCARE INC1.2K sharesnew addition2026-06-302026-08-04

ELV ELEVANCE HEALTH INC FORMERLY729 shares5.19%2026-06-302026-08-04

SDCI USCF ETF TR10.6K sharesnew addition2026-06-302026-08-04

NOC NORTHROP GRUMMAN CORP559 shares47.88%2026-06-302026-08-04

CGDV CAPITAL GROUP DIVIDEND VALUE5.6K shares3.75%2026-06-302026-08-04

GLW CORNING INC1.1K shares-45.12%2026-06-302026-08-04

Sponsored

SPHD INVESCO EXCH TRADED FD TR II5.3K sharesnew addition2026-06-302026-08-04

SPDR SERIES TRUST SPDR SERIES TRUST3.1K sharesnew addition2026-06-302026-08-04

SPTI SPDR SERIES TRUST9.6K shares8.66%2026-06-302026-08-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares17.70%2026-06-302026-08-04

NUE NUCOR CORP1.2K shares-29.29%2026-06-302026-08-04

SHEL SHELL PLC3.5K shares-0.25%2026-06-302026-08-04

WELL WELLTOWER INC1.2K sharesnew addition2026-06-302026-08-04

RGA REINSURANCE GROUP AMER INC1.3K shares-2.63%2026-06-302026-08-04

Sponsored

SNPS SYNOPSYS INC603 sharesnew addition2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS3.8K shares-5.35%2026-06-302026-08-04

VMC VULCAN MATLS CO895 shares-2.19%2026-06-302026-08-04

ES EVERSOURCE ENERGY3.7K sharesnew addition2026-06-302026-08-04

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.3K shares-11.59%2026-06-302026-08-04

EVR EVERCORE INC784 shares-1.13%2026-06-302026-08-04

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP3.0K sharesnew addition2026-06-302026-08-04

ILMN ILLUMINA INC1.5K sharesnew addition2026-06-302026-08-04

Sponsored

AGX ARGAN INC329 sharesnew addition2026-06-302026-08-04

BA BOEING CO1.2K shares11.66%2026-06-302026-08-04

QQQM INVESCO EXCH TRADED FD TR II851 sharesnew addition2026-06-302026-08-04

SPYD SPDR SERIES TRUST5.3K sharesnew addition2026-06-302026-08-04

LUMENTUM HLDGS INC LUMENTUM HLDGS INC301 shares-9.34%2026-06-302026-08-04

FAPR FIRST TR EXCHNG TRADED FD VI5.5K shares0.00%2026-06-302026-08-04

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC774 shares-5.15%2026-06-302026-08-04

IBIT ISHARES BITCOIN TRUST ETF7.6K shares16.19%2026-06-302026-08-04

Sponsored

HWM HOWMET AEROSPACE INC941 sharesnew addition2026-06-302026-08-04

ROST ROSS STORES INC1.2K shares7.69%2026-06-302026-08-04

EXPE EXPEDIA GROUP INC970 shares-2.12%2026-06-302026-08-04

FDHY FIDELITY COVINGTON TRUST5.1K sharesnew addition2026-06-302026-08-04

KRP KIMBELL RTY PARTNERS LP17.3K shares-12.47%2026-06-302026-08-04

FNDE SCHWAB STRATEGIC TR6.3K sharesnew addition2026-06-302026-08-04

MBB ISHARES TR2.6K sharesnew addition2026-06-302026-08-04

URI UNITED RENTALS INC217 sharesnew addition2026-06-302026-08-04

Sponsored

EXC EXELON CORP5.1K sharesnew addition2026-06-302026-08-04

TPIF TIMOTHY PLAN6.5K shares1.42%2026-06-302026-08-04

SCCO SOUTHERN COPPER CORP1.4K sharesnew addition2026-06-302026-08-04

ITW ILLINOIS TOOL WKS INC906 shares9.69%2026-06-302026-08-04

EQT EQT CORP4.5K shares10.40%2026-06-302026-08-04

SGOV ISHARES TR2.4K shares-39.96%2026-06-302026-08-04

GPIX GOLDMAN SACHS ETF TR4.3K shares4.94%2026-06-302026-08-04

GSK PLC GSK PLC4.4K shares0.20%2026-06-302026-08-04

Sponsored

USB US BANCORP3.8K shares-3.99%2026-06-302026-08-04

EFV ISHARES TR3.0K sharesnew addition2026-06-302026-08-04

IVLU ISHARES TR5.5K shares1.67%2026-06-302026-08-04

STRL STERLING INFRASTRUCTURE INC282 sharesnew addition2026-06-302026-08-04

FSK FS KKR CAP CORP21.7K shares1.86%2026-06-302026-08-04

CARR CARRIER GLOBAL CORPORATION3.1K sharesnew addition2026-06-302026-08-04

PAYX PAYCHEX INC2.3K shares-3.47%2026-06-302026-08-04

VGT VANGUARD WORLD FD1.9K sharesnew addition2026-06-302026-08-04

Sponsored

DBMF LITMAN GREGORY FDS TR7.5K sharesnew addition2026-06-302026-08-04

MEDP MEDPACE HLDGS INC428 sharesnew addition2026-06-302026-08-04

UL UNILEVER PLC3.7K shares-3.77%2026-06-302026-08-04

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V812 sharesnew addition2026-06-302026-08-04

XEL XCEL ENERGY INC2.8K sharesnew addition2026-06-302026-08-04

TPSC TIMOTHY PLAN4.7K sharesnew addition2026-06-302026-08-04

DATADOG INC DATADOG INC884 sharesnew addition2026-06-302026-08-04

JMST J P MORGAN EXCHANGE TRADED F4.3K sharesnew addition2026-06-302026-08-04

Sponsored

ADOBE INC ADOBE INC1.1K shares-31.80%2026-06-302026-08-04

BIV VANGUARD BD INDEX FDS2.8K shares0.00%2026-06-302026-08-04

UBER UBER TECHNOLOGIES INC3.0K shares-6.48%2026-06-302026-08-04

MPC MARATHON PETE CORP837 shares-11.80%2026-06-302026-08-04

DG DOLLAR GEN CORP1.8K shares-24.04%2026-06-302026-08-04

DVN DEVON ENERGY CORP NEW5.2K sharesnew addition2026-06-302026-08-04

TPR TAPESTRY INC1.5K shares-1.14%2026-06-302026-08-04

VONG VANGUARD SCOTTSDALE FDS1.7K sharesnew addition2026-06-302026-08-04

Sponsored

IWP ISHARES TR1.5K sharesnew addition2026-06-302026-08-04

EQIX EQUINIX INC204 shares-0.49%2026-06-302026-08-04

SOXX ISHARES TR336 sharesnew addition2026-06-302026-08-04

INCY INCYTE CORP1.9K sharesnew addition2026-06-302026-08-04

KRE SPDR SERIES TRUST2.8K sharesnew addition2026-06-302026-08-04

MNST MONSTER BEVERAGE CORP NEW2.2K sharesnew addition2026-06-302026-08-04

GL GLOBE LIFE INC1.2K shares-22.99%2026-06-302026-08-04

BWXT BWX TECHNOLOGIES INC1.1K sharesnew addition2026-06-302026-08-04

Sponsored

VBR VANGUARD INDEX FDS864 sharesnew addition2026-06-302026-08-04

AVLV AMERICAN CENTY ETF TR2.3K sharesnew addition2026-06-302026-08-04

NVS NOVARTIS AG1.3K sharesnew addition2026-06-302026-08-04

LIT GLOBAL X FDS2.7K sharesnew addition2026-06-302026-08-04

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC4.6K sharesnew addition2026-06-302026-08-04

SPG SIMON PPTY GROUP INC NEW925 sharesnew addition2026-06-302026-08-04

CRDO CREDO TECHNOLOGY GROUP HOLDI801 sharesnew addition2026-06-302026-08-04

VBK VANGUARD INDEX FDS557 sharesnew addition2026-06-302026-08-04

Sponsored

MINT PIMCO ETF TR2.0K shares0.00%2026-06-302026-08-04

USRT ISHARES TR3.0K sharesnew addition2026-06-302026-08-04

SNOWFLAKE INC SNOWFLAKE INC796 shares-46.47%2026-06-302026-08-04

VRSN VERISIGN INC797 shares-1.85%2026-06-302026-08-04

IP INTERNATIONAL PAPER CO5.2K sharesnew addition2026-06-302026-08-04

PDYN PALLADYNE AI CORP31.6K sharesnew addition2026-06-302026-08-04

MVO MV OIL TR75.8K shares3.34%2026-06-302026-08-04

SMR NUSCALE PWR CORP12.0K sharesnew addition2026-06-302026-08-04

Sponsored

CNH CNH INDL N V10.5K shares3.73%2026-06-302026-08-04

IOVA IOVANCE BIOTHERAPEUTICS INC10.0K shares-0.06%2026-06-302026-08-04

ABEV AMBEV SA11.2K shares-15.94%2026-06-302026-08-04

SPTM

SPDR SERIES TRUST

2.90%

Shares495.2K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

9.33%

Shares200.1K

Event2026-06-30

Filed2026-08-04

SPYG

SPDR SERIES TRUST

2.12%

Shares280.6K

Event2026-06-30

Filed2026-08-04

AVDE

AMERICAN CENTY ETF TR

9.80%

Shares335.8K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

5.99%

Shares82.2K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

62.17%

Shares30.3K

Event2026-06-30

Filed2026-08-04

PULS

PGIM ETF TR

5.61%

Shares435.1K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

6.32%

Shares88.7K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

12.20%

Shares51.6K

Event2026-06-30

Filed2026-08-04

SPYV

SPDR SERIES TRUST

6.61%

Shares295.9K

Event2026-06-30

Filed2026-08-04

AVUV

AMERICAN CENTY ETF TR

5.67%

Shares140.4K

Event2026-06-30

Filed2026-08-04

SPIB

SPDR SERIES TRUST

8.41%

Shares516.0K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

5.58%

Shares46.7K

Event2026-06-30

Filed2026-08-04

AVEM

AMERICAN CENTY ETF TR

9.11%

Shares169.8K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

8.96%

Shares50.4K

Event2026-06-30

Filed2026-08-04

SPHQ

INVESCO EXCHANGE TRADED FD T

6.70%

Shares153.9K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

1.62%

Shares36.7K

Event2026-06-30

Filed2026-08-04

ISHARES TR

4.48%

Shares18.0K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

3.56%

Shares35.2K

Event2026-06-30

Filed2026-08-04

ISHARES TR

8.39%

Shares119.4K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

5.11%

Shares32.4K

Event2026-06-30

Filed2026-08-04

JPST

J P MORGAN EXCHANGE TRADED F

19.43%

Shares214.7K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

0.96%

Shares42.1K

Event2026-06-30

Filed2026-08-04

IGF

ISHARES TR

8.39%

Shares158.0K

Event2026-06-30

Filed2026-08-04

ANGL

VANECK ETF TRUST

6.71%

Shares325.7K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

-38.26%

Shares24.8K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

-12.01%

Shares64.8K

Event2026-06-30

Filed2026-08-04

IUSV

ISHARES TR

2.16%

Shares76.0K

Event2026-06-30

Filed2026-08-04

SLYV

SPDR SERIES TRUST

6.95%

Shares75.7K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

4.00%

Shares6.6K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

-7.18%

Shares24.3K

Event2026-06-30

Filed2026-08-04

VONV

VANGUARD SCOTTSDALE FDS

5.03%

Shares74.5K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

-0.13%

Shares17.9K

Event2026-06-30

Filed2026-08-04

VISA INC

3.02%

Shares21.5K

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES TR

0.69%

Shares33.6K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.50%

Shares14.4K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

5.11%

Shares5.8K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

7.00%

Shares26.1K

Event2026-06-30

Filed2026-08-04

SPDW

SPDR INDEX SHS FDS

2.11%

Shares131.5K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

3.17%

Shares88.0K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

2.26%

Shares54.6K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

14.06%

Shares10.7K

Event2026-06-30

Filed2026-08-04

PDBC

INVESCO ACTVELY MNGD ETC FD

5.86%

Shares348.8K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

26.74%

Shares65.4K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

-6.23%

Shares7.1K

Event2026-06-30

Filed2026-08-04

BKAG

BNY MELLON ETF TRUST

5.42%

Shares121.6K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

1.87%

Shares116.1K

Event2026-06-30

Filed2026-08-04

COLUMBIA ETF TR I

New

Shares155.3K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

1.34%

Shares35.7K

Event2026-06-30

Filed2026-08-04

SLF

SUN LIFE FINANCIAL INC.

0.15%

Shares58.5K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

11.35%

Shares8.4K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

12.36%

Shares12.1K

Event2026-06-30

Filed2026-08-04

SPACE EXPLORATION TECHN CORP

New

Shares24.6K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

10.44%

Shares4.1K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

-15.31%

Shares10.1K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

9.73%

Shares42.0K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

5.60%

Shares25.2K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

-2.24%

Shares32.7K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

-5.62%

Shares6.4K

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC

5.89%

Shares5.0K

Event2026-06-30

Filed2026-08-04

WCMI

FIRST TR EXCHANGE-TRADED FD

25.56%

Shares180.0K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

7.37%

Shares9.0K

Event2026-06-30

Filed2026-08-04

BKLC

BNY MELLON ETF TRUST

-30.51%

Shares22.7K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

-1.11%

Shares19.1K

Event2026-06-30

Filed2026-08-04

REALTY INCOME CORP

6.72%

Shares51.2K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

21.11%

Shares4.5K

Event2026-06-30

Filed2026-08-04

AIRR

FIRST TR EXCHANGE TRADED FD

21.13%

Shares24.0K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

91.76%

Shares7.2K

Event2026-06-30

Filed2026-08-04

ACWX

ISHARES TR

New

Shares40.2K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

7.94%

Shares9.1K

Event2026-06-30

Filed2026-08-04

COPX

GLOBAL X FDS

3.33%

Shares39.8K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

8.98%

Shares15.9K

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

78.43%

Shares39.2K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

12.31%

Shares9.9K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP

22.97%

Shares7.9K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC

-7.73%

Shares17.7K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

3.35%

Shares32.2K

Event2026-06-30

Filed2026-08-04

SDVY

FIRST TR EXCHANGE TRADED FD

30.04%

Shares61.7K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

4.14%

Shares14.4K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

6.26%

Shares11.3K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW

12.00%

Shares18.4K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

2.01%

Shares30.2K

Event2026-06-30

Filed2026-08-04

WASTE MGMT INC DEL

17.72%

Shares10.3K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

-4.85%

Shares16.5K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

9.49%

Shares10.4K

Event2026-06-30

Filed2026-08-04

GPIQ

GOLDMAN SACHS ETF TR

7.09%

Shares38.3K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

20.40%

Shares5.4K

Event2026-06-30

Filed2026-08-04

AXP

AMERICAN EXPRESS CO

1.14%

Shares6.6K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

58.77%

Shares2.1K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

-1.24%

Shares8.0K

Event2026-06-30

Filed2026-08-04

NLR

VANECK ETF TRUST

1.96%

Shares17.4K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

8.33%

Shares26.4K

Event2026-06-30

Filed2026-08-04

SPMD

SPDR SERIES TRUST

-4.61%

Shares28.7K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

42.43%

Shares2.8K

Event2026-06-30

Filed2026-08-04

SLV

ISHARES SILVER TR

-4.35%

Shares35.7K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

14.71%

Shares1.7K

Event2026-06-30

Filed2026-08-04

PUSH

PGIM ETF TR

8.80%

Shares35.9K

Event2026-06-30

Filed2026-08-04

CONSOLIDATED EDISON INC

3.10%

Shares16.0K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

-3.92%

Shares3.3K

Event2026-06-30

Filed2026-08-04

AT&T INC

32.58%

Shares71.5K

Event2026-06-30

Filed2026-08-04

PAAA

PGIM ETF TR

249.91%

Shares29.9K

Event2026-06-30

Filed2026-08-04

IUSG

ISHARES TR

0.57%

Shares8.2K

Event2026-06-30

Filed2026-08-04

TOTL

SSGA ACTIVE ETF TR

37.91%

Shares37.9K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

-4.67%

Shares10.0K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

2.34%

Shares15.9K

Event2026-06-30

Filed2026-08-04

MRVL

MARVELL TECHNOLOGY INC

9.56%

Shares5.2K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

351.46%

Shares11.4K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

6.98%

Shares12.0K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

28.70%

Shares7.2K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

-5.54%

Shares8.4K

Event2026-06-30

Filed2026-08-04

SOUTHERN CO

12.92%

Shares13.9K

Event2026-06-30

Filed2026-08-04

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares30.5K

Event2026-06-30

Filed2026-08-04

VLO

VALERO ENERGY CORP

-5.55%

Shares4.6K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

9.06%

Shares3.0K

Event2026-06-30

Filed2026-08-04

PARKER-HANNIFIN CORP

36.22%

Shares1.2K

Event2026-06-30

Filed2026-08-04

FIX

COMFORT SYS USA INC

-7.03%

Shares595

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

18.13%

Shares35.2K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

64.88%

Shares2.5K

Event2026-06-30

Filed2026-08-04

WDC

WESTERN DIGITAL CORP

-21.63%

Shares1.8K

Event2026-06-30

Filed2026-08-04

BKEM

BNY MELLON ETF TRUST

30.30%

Shares11.9K

Event2026-06-30

Filed2026-08-04

BKMC

BNY MELLON ETF TRUST

2.33%

Shares8.8K

Event2026-06-30

Filed2026-08-04

3M CO

9.67%

Shares6.6K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

10.91%

Shares18.5K

Event2026-06-30

Filed2026-08-04

BKIE

BNY MELLON ETF TRUST

41.14%

Shares10.6K

Event2026-06-30

Filed2026-08-04

SPLV

INVESCO EXCH TRADED FD TR II

4.42%

Shares13.7K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66

-4.81%

Shares5.9K

Event2026-06-30

Filed2026-08-04

BKHY

BNY MELLON ETF TRUST

7.94%

Shares20.8K

Event2026-06-30

Filed2026-08-04

CSWC

CAPITAL SOUTHWEST CORP

2.89%

Shares42.2K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

44.33%

Shares3.5K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

9.02%

Shares40.3K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

New

Shares4.5K

Event2026-06-30

Filed2026-08-04

TWFG

TWFG INC

153.71%

Shares39.1K

Event2026-06-30

Filed2026-08-04

AGGY

WISDOMTREE TR

-17.71%

Shares21.6K

Event2026-06-30

Filed2026-08-04

BKSE

BNY MELLON ETF TRUST

3.93%

Shares6.9K

Event2026-06-30

Filed2026-08-04

CIBR

FIRST TR EXCHANGE-TRADED FD

0.19%

Shares10.1K

Event2026-06-30

Filed2026-08-04

INTU

INTUIT

43.87%

Shares3.4K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

9.69%

Shares2.3K

Event2026-06-30

Filed2026-08-04

ADI

ANALOG DEVICES INC

-1.86%

Shares2.3K

Event2026-06-30

Filed2026-08-04

DOC

HEALTHPEAK PROPERTIES INC

15.11%

Shares40.4K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

5.30%

Shares1.2K

Event2026-06-30

Filed2026-08-04

CAH

CARDINAL HEALTH INC

6.28%

Shares3.6K

Event2026-06-30

Filed2026-08-04

ITA

ISHARES TR

17.26%

Shares3.6K

Event2026-06-30

Filed2026-08-04

GBIL

GOLDMAN SACHS ETF TR

-70.75%

Shares8.5K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

40.34%

Shares835

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

1852.03%

Shares2.9K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES TR

594.15%

Shares30.2K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

11.45%

Shares5.3K

Event2026-06-30

Filed2026-08-04

HON

HONEYWELL INTL INC

-12.33%

Shares3.5K

Event2026-06-30

Filed2026-08-04

XLE

SELECT SECTOR SPDR TR

0.19%

Shares15.2K

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

80.36%

Shares3.3K

Event2026-06-30

Filed2026-08-04

LYB

LYONDELLBASELL INDUSTRIES NV

8.03%

Shares14.7K

Event2026-06-30

Filed2026-08-04

VANGUARD INTL EQUITY INDEX F

6.12%

Shares5.0K

Event2026-06-30

Filed2026-08-04

VLUE

ISHARES TR

0.34%

Shares3.8K

Event2026-06-30

Filed2026-08-04

DELL

DELL TECHNOLOGIES INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

1.54%

Shares7.6K

Event2026-06-30

Filed2026-08-04

FTSM

FIRST TR EXCHANGE-TRADED FD

-33.01%

Shares12.6K

Event2026-06-30

Filed2026-08-04

ROK

ROCKWELL AUTOMATION INC

19.11%

Shares1.5K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares3.1K

Event2026-06-30

Filed2026-08-04

FALN

ISHARES TR

2.98%

Shares27.1K

Event2026-06-30

Filed2026-08-04

FANG

DIAMONDBACK ENERGY INC

2.58%

Shares4.1K

Event2026-06-30

Filed2026-08-04

OKE

ONEOK INC NEW

40.62%

Shares8.1K

Event2026-06-30

Filed2026-08-04

FAST

FASTENAL CO

15.28%

Shares15.0K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

21.47%

Shares6.0K

Event2026-06-30

Filed2026-08-04

COP

CONOCOPHILLIPS

12.48%

Shares6.7K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

19.23%

Shares4.7K

Event2026-06-30

Filed2026-08-04

SPSM

SPDR SERIES TRUST

21.93%

Shares11.9K

Event2026-06-30

Filed2026-08-04

SPEM

SPDR INDEX SHS FDS

-1.00%

Shares13.1K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

6.49%

Shares7.9K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

8.66%

Shares1.4K

Event2026-06-30

Filed2026-08-04

SEAGATE TECHNOLOGY HLDNGS PL

-15.22%

Shares685

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

131.08%

Shares4.6K

Event2026-06-30

Filed2026-08-04

DLR

DIGITAL RLTY TR INC

12.06%

Shares3.4K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

2.54%

Shares4.2K

Event2026-06-30

Filed2026-08-04

BTI

BRITISH AMERN TOB PLC

-2.47%

Shares10.2K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

27.84%

Shares1.5K

Event2026-06-30

Filed2026-08-04

PYLD

PIMCO ETF TR

23.75%

Shares23.5K

Event2026-06-30

Filed2026-08-04

RYDER SYS INC

-4.96%

Shares2.4K

Event2026-06-30

Filed2026-08-04

BLACKSTONE INC

53.70%

Shares5.4K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

-23.96%

Shares10.5K

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP

34.01%

Shares3.5K

Event2026-06-30

Filed2026-08-04

INDA

ISHARES TR

-4.11%

Shares11.8K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

New

Shares1.9K

Event2026-06-30

Filed2026-08-04

PNC

PNC FINL SVCS GROUP INC

-4.09%

Shares2.3K

Event2026-06-30

Filed2026-08-04

VRT

VERTIV HOLDINGS CO

25.18%

Shares1.7K

Event2026-06-30

Filed2026-08-04

ENB

ENBRIDGE INC

9.54%

Shares10.1K

Event2026-06-30

Filed2026-08-04

CEG

CONSTELLATION ENERGY CORP

18.14%

Shares2.1K

Event2026-06-30

Filed2026-08-04

BKNG

BOOKING HOLDINGS INC

2405.88%

Shares3.0K

Event2026-06-30

Filed2026-08-04

TFC

TRUIST FINL CORP

3.06%

Shares10.7K

Event2026-06-30

Filed2026-08-04

CFR

CULLEN FROST BANKERS INC

2.20%

Shares3.5K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

28.43%

Shares1.0K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

-36.83%

Shares3.9K

Event2026-06-30

Filed2026-08-04

USMV

ISHARES TR

55.30%

Shares5.5K

Event2026-06-30

Filed2026-08-04

POWL

POWELL INDS INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-04

WMB

WILLIAMS COS INC

87.01%

Shares7.0K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

59.66%

Shares1.0K

Event2026-06-30

Filed2026-08-04

CLOI

VANECK ETF TRUST

1.31%

Shares9.7K

Event2026-06-30

Filed2026-08-04

HYD

VANECK ETF TRUST

0.61%

Shares9.9K

Event2026-06-30

Filed2026-08-04

NBIS

NEBIUS GROUP N.V.

New

Shares1.9K

Event2026-06-30

Filed2026-08-04

VXF

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

MSMR

ETF SER SOLUTIONS

-1.85%

Shares14.1K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

8.45%

Shares1.8K

Event2026-06-30

Filed2026-08-04

CLS

CELESTICA INC

13.55%

Shares1.4K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

28.35%

Shares507

Event2026-06-30

Filed2026-08-04

SPMO

INVESCO EXCH TRADED FD TR II

5.09%

Shares3.0K

Event2026-06-30

Filed2026-08-04

AEP

AMERICAN ELEC PWR CO INC

36.56%

Shares3.4K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

New

Shares2.9K

Event2026-06-30

Filed2026-08-04

CNC

CENTENE CORP DEL

-13.54%

Shares7.2K

Event2026-06-30

Filed2026-08-04

EWY

ISHARES INC

New

Shares2.3K

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC

-8.49%

Shares4.8K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

39.75%

Shares3.5K

Event2026-06-30

Filed2026-08-04

CMCSA

COMCAST CORP NEW

-6.73%

Shares18.4K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

-25.87%

Shares2.4K

Event2026-06-30

Filed2026-08-04

PLD

PROLOGIS INC.

61.56%

Shares3.2K

Event2026-06-30

Filed2026-08-04

IWB

ISHARES TR

1.04%

Shares1.1K

Event2026-06-30

Filed2026-08-04

EMR

EMERSON ELEC CO

New

Shares3.0K

Event2026-06-30

Filed2026-08-04

SMH

VANECK ETF TRUST

11.48%

Shares680

Event2026-06-30

Filed2026-08-04

HONEYWELL AEROSPACE INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-04

EIX

EDISON INTL

-19.61%

Shares5.7K

Event2026-06-30

Filed2026-08-04

SNDK

SANDISK CORP

New

Shares189

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO

41.93%

Shares5.0K

Event2026-06-30

Filed2026-08-04

ANET

ARISTA NETWORKS INC

-25.79%

Shares2.5K

Event2026-06-30

Filed2026-08-04

AMT

AMERICAN TOWER CORP

53.51%

Shares2.5K

Event2026-06-30

Filed2026-08-04

PEG

PUBLIC SVC ENTERPRISE GROUP

19.20%

Shares4.9K

Event2026-06-30

Filed2026-08-04

IRM

IRON MTN INC DEL

1.80%

Shares3.1K

Event2026-06-30

Filed2026-08-04

JBHT

HUNT J B TRANS SVCS INC

0.36%

Shares1.4K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

New

Shares3.8K

Event2026-06-30

Filed2026-08-04

TERNIUM SA

1.04%

Shares8.9K

Event2026-06-30

Filed2026-08-04

FTI

TECHNIPFMC PLC

-0.65%

Shares5.8K

Event2026-06-30

Filed2026-08-04

FFIN

FIRST FINL BANKSHARES INC

2.15%

Shares11.1K

Event2026-06-30

Filed2026-08-04

IOO

ISHARES TR

4.62%

Shares2.8K

Event2026-06-30

Filed2026-08-04

GENERAL MTRS CO

0.99%

Shares4.9K

Event2026-06-30

Filed2026-08-04

CHUBB LIMITED

-30.29%

Shares1.1K

Event2026-06-30

Filed2026-08-04

HYG

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

-1.70%

Shares5.0K

Event2026-06-30

Filed2026-08-04

VRTX

VERTEX PHARMACEUTICALS INC

20.00%

Shares738

Event2026-06-30

Filed2026-08-04

MGK

VANGUARD WORLD FD

579.22%

Shares4.2K

Event2026-06-30

Filed2026-08-04

EME

EMCOR GROUP INC

7.86%

Shares439

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

-0.74%

Shares3.4K

Event2026-06-30

Filed2026-08-04

AGNC INVT CORP

-20.10%

Shares33.0K

Event2026-06-30

Filed2026-08-04

JOHNSON CONTROLS INTERNATION

1.21%

Shares2.5K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

9.15%

Shares1.8K

Event2026-06-30

Filed2026-08-04

BIZD

VANECK ETF TRUST

1.07%

Shares27.7K

Event2026-06-30

Filed2026-08-04

SBUX

STARBUCKS CORP

New

Shares3.4K

Event2026-06-30

Filed2026-08-04

PFG

PRINCIPAL FINANCIAL GROUP IN

10.37%

Shares3.2K

Event2026-06-30

Filed2026-08-04

BLOOM ENERGY CORP

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

ISHARES TR

20.60%

Shares3.5K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

New

Shares176

Event2026-06-30

Filed2026-08-04

UAL

UNITED AIRLS HLDGS INC

-13.31%

Shares2.5K

Event2026-06-30

Filed2026-08-04

TER

TERADYNE INC

-2.00%

Shares685

Event2026-06-30

Filed2026-08-04

EMXC

ISHARES INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-04

ABNB

AIRBNB INC

-31.41%

Shares2.3K

Event2026-06-30

Filed2026-08-04

TTE

TOTALENERGIES SE

-19.58%

Shares4.1K

Event2026-06-30

Filed2026-08-04

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-04

MEDTRONIC PLC

31.79%

Shares3.9K

Event2026-06-30

Filed2026-08-04

TRGP

TARGA RES CORP

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares6.9K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

New

Shares9.7K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.23%

Shares430

Event2026-06-30

Filed2026-08-04

PCG

PG&E CORP

-43.42%

Shares17.8K

Event2026-06-30

Filed2026-08-04

WPC

WP CAREY INC

17.44%

Shares4.1K

Event2026-06-30

Filed2026-08-04

EPD

ENTERPRISE PRODS PARTNERS L

1.33%

Shares8.1K

Event2026-06-30

Filed2026-08-04

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

465.25%

Shares3.4K

Event2026-06-30

Filed2026-08-04

LNG

CHENIERE ENERGY INC

73.23%

Shares1.2K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

-44.97%

Shares717

Event2026-06-30

Filed2026-08-04

HCA

HCA HEALTHCARE INC

New

Shares743

Event2026-06-30

Filed2026-08-04

FDX

FEDEX CORP

-2.32%

Shares926

Event2026-06-30

Filed2026-08-04

NEM

NEWMONT CORP

-13.46%

Shares3.1K

Event2026-06-30

Filed2026-08-04

HAL

HALLIBURTON CO

9.68%

Shares8.5K

Event2026-06-30

Filed2026-08-04

ROP

ROPER TECHNOLOGIES INC

-22.19%

Shares859

Event2026-06-30

Filed2026-08-04

ATO

ATMOS ENERGY CORP

19.45%

Shares1.6K

Event2026-06-30

Filed2026-08-04

SELECT SECTOR SPDR TR

-0.70%

Shares6.2K

Event2026-06-30

Filed2026-08-04

SYY

SYSCO CORP

New

Shares3.4K

Event2026-06-30

Filed2026-08-04

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-04

MOH

MOLINA HEALTHCARE INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

ELV

ELEVANCE HEALTH INC FORMERLY

5.19%

Shares729

Event2026-06-30

Filed2026-08-04

SDCI

USCF ETF TR

New

Shares10.6K

Event2026-06-30

Filed2026-08-04

NOC

NORTHROP GRUMMAN CORP

47.88%

Shares559

Event2026-06-30

Filed2026-08-04

CGDV

CAPITAL GROUP DIVIDEND VALUE

3.75%

Shares5.6K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

-45.12%

Shares1.1K

Event2026-06-30

Filed2026-08-04

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares5.3K

Event2026-06-30

Filed2026-08-04

SPDR SERIES TRUST

New

Shares3.1K

Event2026-06-30

Filed2026-08-04

SPTI

SPDR SERIES TRUST

8.66%

Shares9.6K

Event2026-06-30

Filed2026-08-04

ACCENTURE PLC IRELAND

17.70%

Shares2.2K

Event2026-06-30

Filed2026-08-04

NUE

NUCOR CORP

-29.29%

Shares1.2K

Event2026-06-30

Filed2026-08-04

SHEL

SHELL PLC

-0.25%

Shares3.5K

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

RGA

REINSURANCE GROUP AMER INC

-2.63%

Shares1.3K

Event2026-06-30

Filed2026-08-04

SNPS

SYNOPSYS INC

New

Shares603

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-5.35%

Shares3.8K

Event2026-06-30

Filed2026-08-04

VMC

VULCAN MATLS CO

-2.19%

Shares895

Event2026-06-30

Filed2026-08-04

EVERSOURCE ENERGY

New

Shares3.7K

Event2026-06-30

Filed2026-08-04

FREEPORT MCMORAN INC

-11.59%

Shares4.3K

Event2026-06-30

Filed2026-08-04

EVR

EVERCORE INC

-1.13%

Shares784

Event2026-06-30

Filed2026-08-04

ON SEMICONDUCTOR CORP

New

Shares3.0K

Event2026-06-30

Filed2026-08-04

ILMN

ILLUMINA INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-04

AGX

ARGAN INC

New

Shares329

Event2026-06-30

Filed2026-08-04

BOEING CO

11.66%

Shares1.2K

Event2026-06-30

Filed2026-08-04

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares851

Event2026-06-30

Filed2026-08-04

SPYD

SPDR SERIES TRUST

New

Shares5.3K

Event2026-06-30

Filed2026-08-04

LUMENTUM HLDGS INC

-9.34%

Shares301

Event2026-06-30

Filed2026-08-04

FAPR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-04

TRAVELERS COMPANIES INC

-5.15%

Shares774

Event2026-06-30

Filed2026-08-04

IBIT

ISHARES BITCOIN TRUST ETF

16.19%

Shares7.6K

Event2026-06-30

Filed2026-08-04

HWM

HOWMET AEROSPACE INC

New

Shares941

Event2026-06-30

Filed2026-08-04

ROST

ROSS STORES INC

7.69%

Shares1.2K

Event2026-06-30

Filed2026-08-04

EXPE

EXPEDIA GROUP INC

-2.12%

Shares970

Event2026-06-30

Filed2026-08-04

FDHY

FIDELITY COVINGTON TRUST

New

Shares5.1K

Event2026-06-30

Filed2026-08-04

KRP

KIMBELL RTY PARTNERS LP

-12.47%

Shares17.3K

Event2026-06-30

Filed2026-08-04

FNDE

SCHWAB STRATEGIC TR

New

Shares6.3K

Event2026-06-30

Filed2026-08-04

MBB

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-08-04

URI

UNITED RENTALS INC

New

Shares217

Event2026-06-30

Filed2026-08-04

EXC

EXELON CORP

New

Shares5.1K

Event2026-06-30

Filed2026-08-04

TPIF

TIMOTHY PLAN

1.42%

Shares6.5K

Event2026-06-30

Filed2026-08-04

SCCO

SOUTHERN COPPER CORP

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

9.69%

Shares906

Event2026-06-30

Filed2026-08-04

EQT

EQT CORP

10.40%

Shares4.5K

Event2026-06-30

Filed2026-08-04

SGOV

ISHARES TR

-39.96%

Shares2.4K

Event2026-06-30

Filed2026-08-04

GPIX

GOLDMAN SACHS ETF TR

4.94%

Shares4.3K

Event2026-06-30

Filed2026-08-04

GSK PLC

0.20%

Shares4.4K

Event2026-06-30

Filed2026-08-04

USB

US BANCORP

-3.99%

Shares3.8K

Event2026-06-30

Filed2026-08-04

EFV

ISHARES TR

New

Shares3.0K

Event2026-06-30

Filed2026-08-04

IVLU

ISHARES TR

1.67%

Shares5.5K

Event2026-06-30

Filed2026-08-04

STRL

STERLING INFRASTRUCTURE INC

New

Shares282

Event2026-06-30

Filed2026-08-04

FSK

FS KKR CAP CORP

1.86%

Shares21.7K

Event2026-06-30

Filed2026-08-04

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.1K

Event2026-06-30

Filed2026-08-04

PAYX

PAYCHEX INC

-3.47%

Shares2.3K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

New

Shares1.9K

Event2026-06-30

Filed2026-08-04

DBMF

LITMAN GREGORY FDS TR

New

Shares7.5K

Event2026-06-30

Filed2026-08-04

MEDP

MEDPACE HLDGS INC

New

Shares428

Event2026-06-30

Filed2026-08-04

UNILEVER PLC

-3.77%

Shares3.7K

Event2026-06-30

Filed2026-08-04

NXP SEMICONDUCTORS N V

New

Shares812

Event2026-06-30

Filed2026-08-04

XEL

XCEL ENERGY INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-04

TPSC

TIMOTHY PLAN

New

Shares4.7K

Event2026-06-30

Filed2026-08-04

DATADOG INC

New

Shares884

Event2026-06-30

Filed2026-08-04

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares4.3K

Event2026-06-30

Filed2026-08-04

ADOBE INC

-31.80%

Shares1.1K

Event2026-06-30

Filed2026-08-04

BIV

VANGUARD BD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-04

UBER

UBER TECHNOLOGIES INC

-6.48%

Shares3.0K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

-11.80%

Shares837

Event2026-06-30

Filed2026-08-04

DOLLAR GEN CORP

-24.04%

Shares1.8K

Event2026-06-30

Filed2026-08-04

DVN

DEVON ENERGY CORP NEW

New

Shares5.2K

Event2026-06-30

Filed2026-08-04

TPR

TAPESTRY INC

-1.14%

Shares1.5K

Event2026-06-30

Filed2026-08-04

VONG

VANGUARD SCOTTSDALE FDS

New

Shares1.7K

Event2026-06-30

Filed2026-08-04

IWP

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-08-04

EQIX

EQUINIX INC

-0.49%

Shares204

Event2026-06-30

Filed2026-08-04

SOXX

ISHARES TR

New

Shares336

Event2026-06-30

Filed2026-08-04

INCY

INCYTE CORP

New

Shares1.9K

Event2026-06-30

Filed2026-08-04

KRE

SPDR SERIES TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-08-04

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.2K

Event2026-06-30

Filed2026-08-04

GLOBE LIFE INC

-22.99%

Shares1.2K

Event2026-06-30

Filed2026-08-04

BWXT

BWX TECHNOLOGIES INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

New

Shares864

Event2026-06-30

Filed2026-08-04

AVLV

AMERICAN CENTY ETF TR

New

Shares2.3K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG

New

Shares1.3K

Event2026-06-30

Filed2026-08-04

LIT

GLOBAL X FDS

New

Shares2.7K

Event2026-06-30

Filed2026-08-04

CENTERPOINT ENERGY INC

New

Shares4.6K

Event2026-06-30

Filed2026-08-04

SPG

SIMON PPTY GROUP INC NEW

New

Shares925

Event2026-06-30

Filed2026-08-04

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares801

Event2026-06-30

Filed2026-08-04

VBK

VANGUARD INDEX FDS

New

Shares557

Event2026-06-30

Filed2026-08-04

MINT

PIMCO ETF TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

USRT

ISHARES TR

New

Shares3.0K

Event2026-06-30

Filed2026-08-04

SNOWFLAKE INC

-46.47%

Shares796

Event2026-06-30

Filed2026-08-04

VRSN

VERISIGN INC

-1.85%

Shares797

Event2026-06-30

Filed2026-08-04

INTERNATIONAL PAPER CO

New

Shares5.2K

Event2026-06-30

Filed2026-08-04

PDYN

PALLADYNE AI CORP

New

Shares31.6K

Event2026-06-30

Filed2026-08-04

MVO

MV OIL TR

3.34%

Shares75.8K

Event2026-06-30

Filed2026-08-04

SMR

NUSCALE PWR CORP

New

Shares12.0K

Event2026-06-30

Filed2026-08-04

CNH

CNH INDL N V

3.73%

Shares10.5K

Event2026-06-30

Filed2026-08-04

IOVA

IOVANCE BIOTHERAPEUTICS INC

-0.06%

Shares10.0K

Event2026-06-30

Filed2026-08-04

ABEV

AMBEV SA

-15.94%

Shares11.2K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available