Sponsored

The Analysis of Capital Investment Advisors, LLC's Holdings & P&L

Currently, Capital Investment Advisors, LLC holds 786 types of securities in its portfolio with a total value $7.6B. In the most recent quarter, they have increased their positions in AAPL (+487.6K shares, valued at $141.1M), IBDU (+4.0M shares, valued at $93.5M), IBDY (+3.3M shares, valued at $85.0M); decreased their positions in PSA (-33.8K shares, valued at $10.8M), IBTG (-147.4K shares, valued at $3.4M), ISPY (-38.5K shares, valued at $1.9M); initiated new positions in AAPL (+487.6K shares, valued at $141.1M), IBDU (+4.0M shares, valued at $93.5M), IBDY (+3.3M shares, valued at $85.0M).

1M P&L

-22.1M-0.33%

3M P&L

+121.6M+1.88%

HY P&L

+426.1M+6.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A4.3B

63.8%

2Drug Manufacturers - General234.3M

3.5%

3Semiconductors215.0M

3.2%

Top Industries by Stock Count

1N/A374 stocks

52.4%

2Utilities - Regulated Electric17 stocks

2.4%

3Oil & Gas Midstream13 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRO ISHARES TR8.5M shares0.78%2026-06-302026-08-06

IQLT ISHARES TR6.1M shares2.30%2026-06-302026-08-06

SDVY FIRST TR EXCHANGE TRADED FD4.7M shares3.40%2026-06-302026-08-06

EMLP FIRST TR EXCHANGE-TRADED FD4.4M shares1.71%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR988.8K shares1.30%2026-06-302026-08-06

GOOGL ALPHABET INC417.5K shares-0.69%2026-06-302026-08-06

AAPL APPLE INC487.6K sharesnew addition2026-06-302026-08-06

ISHARES TR ISHARES TR185.1K shares1.15%2026-06-302026-08-06

Sponsored

ANGL VANECK ETF TRUST4.0M shares4.01%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON414.6K shares0.15%2026-06-302026-08-06

IBDT ISHARES TR3.9M shares3.67%2026-06-302026-08-06

HD HOME DEPOT INC269.8K shares0.97%2026-06-302026-08-06

CLOI VANECK ETF TRUST1.8M shares7.22%2026-06-302026-08-06

IBDU ISHARES TR4.0M sharesnew addition2026-06-302026-08-06

IBDV ISHARES TR4.3M shares4.71%2026-06-302026-08-06

IBDX ISHARES TR3.5M shares5.26%2026-06-302026-08-06

Sponsored

CLIP GLOBAL X FDS877.3K shares5.27%2026-06-302026-08-06

NVDA NVIDIA CORPORATION439.4K shares1.09%2026-06-302026-08-06

XLE SELECT SECTOR SPDR TR1.6M shares2.61%2026-06-302026-08-06

IBDY ISHARES TR3.3M sharesnew addition2026-06-302026-08-06

ASML ASML HLDG NV42.5K shares-0.10%2026-06-302026-08-06

ABBVIE INC ABBVIE INC334.7K shares1.31%2026-06-302026-08-06

IBDW ISHARES TR4.0M shares4.97%2026-06-302026-08-06

CSPF COHEN & STEERS ETF TRUST3.2M sharesnew addition2026-06-302026-08-06

Sponsored

MSFT MICROSOFT CORP221.9K shares3.53%2026-06-302026-08-06

VGSH VANGUARD SCOTTSDALE FDS1.4M shares25.19%2026-06-302026-08-06

CMI CUMMINS INC113.0K shares-0.54%2026-06-302026-08-06

XLC SELECT SECTOR SPDR TR730.0K shares4.17%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO235.7K shares0.92%2026-06-302026-08-06

QCOM QUALCOMM INC412.2K shares-1.98%2026-06-302026-08-06

SDY SPDR SERIES TRUST491.6K shares-0.70%2026-06-302026-08-06

XLRE SELECT SECTOR SPDR TR1.7M shares5.07%2026-06-302026-08-06

Sponsored

AMZN AMAZON COM INC299.4K sharesnew addition2026-06-302026-08-06

IBDZ ISHARES TR2.7M shares8.80%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS730.2K shares5.26%2026-06-302026-08-06

PG PROCTER & GAMBLE CO445.4K shares2.20%2026-06-302026-08-06

IBCA ISHARES TR2.5M shares10.96%2026-06-302026-08-06

CVX CHEVRON CORPORATION382.6K shares1.73%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO648.6K shares1.31%2026-06-302026-08-06

XLF SELECT SECTOR SPDR TR1.1M shares-1.87%2026-06-302026-08-06

Sponsored

LMT LOCKHEED MARTIN CORP116.8K shares1.67%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO174.4K sharesnew addition2026-06-302026-08-06

IBTG ISHARES TR2.3M shares-5.93%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR335.3K shares-3.02%2026-06-302026-08-06

MO ALTRIA GROUP INC681.0K shares1.28%2026-06-302026-08-06

MRK MERCK & CO INC376.6K shares1.83%2026-06-302026-08-06

IJH ISHARES TR626.9K shares0.14%2026-06-302026-08-06

NEM NEWMONT CORP498.5K shares0.44%2026-06-302026-08-06

Sponsored

IBDS ISHARES TR1.9M shares8.88%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC387.0K shares-3.66%2026-06-302026-08-06

KO COCA COLA CO528.3K shares-1.14%2026-06-302026-08-06

MMC MARSH & MCLENNAN COS INC252.9K shares1.57%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC40.8K shares-0.54%2026-06-302026-08-06

IJR ISHARES TR277.8K shares-0.32%2026-06-302026-08-06

ISPY PROSHARES TR825.9K shares-4.46%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC54.3K sharesnew addition2026-06-302026-08-06

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T50.3K shares-1.18%2026-06-302026-08-06

CAT CATERPILLAR INC35.2K shares-1.30%2026-06-302026-08-06

LLY ELI LILLY & CO29.6K shares8.08%2026-06-302026-08-06

ACWX ISHARES TR425.9K shares-0.73%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC748.4K shares2.00%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL61.9K sharesnew addition2026-06-302026-08-06

VOO VANGUARD INDEX FDS44.5K shares3.57%2026-06-302026-08-06

SMDV PROSHARES TR395.4K shares-1.07%2026-06-302026-08-06

Sponsored

SPTI SPDR SERIES TRUST1.1M shares-1.51%2026-06-302026-08-06

ISHARES TR ISHARES TR311.2K shares0.16%2026-06-302026-08-06

LQD ISHARES TR273.7K shares-1.90%2026-06-302026-08-06

SGOV ISHARES TR294.7K shares13.47%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F518.5K shares-4.20%2026-06-302026-08-06

VISA INC VISA INC81.6K shares8.81%2026-06-302026-08-06

MGC VANGUARD WORLD FD101.5K shares13.87%2026-06-302026-08-06

BAC BANK OF AMER CORP482.6K sharesnew addition2026-06-302026-08-06

Sponsored

OKE ONEOK INC NEW314.3K shares1.41%2026-06-302026-08-06

IYW ISHARES TR105.0K shares-0.99%2026-06-302026-08-06

C CITIGROUP INC189.2K shares-1.90%2026-06-302026-08-06

KNG FIRST TR EXCHANGE-TRADED FD486.7K shares-4.50%2026-06-302026-08-06

BROADCOM INC BROADCOM INC63.6K shares1.20%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC102.8K sharesnew addition2026-06-302026-08-06

XLI SELECT SECTOR SPDR TR123.7K shares-2.01%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION120.2K sharesnew addition2026-06-302026-08-06

Sponsored

VWO VANGUARD INTL EQUITY INDEX F380.2K shares-1.51%2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC102.6K sharesnew addition2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L594.6K shares-0.75%2026-06-302026-08-06

QQQ INVESCO QQQ TR27.7K sharesnew addition2026-06-302026-08-06

INTC INTEL CORP144.3K shares-2.57%2026-06-302026-08-06

WMB WILLIAMS COS INC268.5K shares1.49%2026-06-302026-08-06

IBTH ISHARES TR891.3K shares-1.03%2026-06-302026-08-06

KMI KINDER MORGAN INC DEL622.2K shares2.19%2026-06-302026-08-06

Sponsored

DVY ISHARES TR126.0K shares1.84%2026-06-302026-08-06

VYMI VANGUARD WHITEHALL FDS192.2K shares0.07%2026-06-302026-08-06

LRCX LAM RESEARCH CORP43.4K shares-6.41%2026-06-302026-08-06

T AT&T INC886.9K shares-3.59%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC31.8K shares0.27%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS63.4K shares0.94%2026-06-302026-08-06

WMT WALMART INC149.5K shares0.64%2026-06-302026-08-06

IBDR ISHARES TR660.3K shares6.78%2026-06-302026-08-06

Sponsored

RSP INVESCO EXCHANGE TRADED FD T72.7K shares2.16%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION16.3K shares-0.46%2026-06-302026-08-06

TSLA TESLA INC36.3K shares2.22%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS207.2K shares-2.35%2026-06-302026-08-06

HR HEALTHCARE RLTY TR735.1K shares4.08%2026-06-302026-08-06

CUZ COUSINS PPTYS INC484.2K shares8.58%2026-06-302026-08-06

GOOG ALPHABET INC40.3K shares2.43%2026-06-302026-08-06

CAH CARDINAL HEALTH INC59.3K shares-1.63%2026-06-302026-08-06

Sponsored

IEMG ISHARES INC166.4K shares22.79%2026-06-302026-08-06

O REALTY INCOME CORP222.0K shares4.17%2026-06-302026-08-06

DLR DIGITAL RLTY TR INC76.3K shares1.45%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC74.8K shares2.51%2026-06-302026-08-06

UPS UNITED PARCEL SVCS INC121.6K shares-4.71%2026-06-302026-08-06

VICI VICI PPTYS INC475.2K shares7.60%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS52.2K shares-4.49%2026-06-302026-08-06

GILD GILEAD SCIENCES INC93.9K shares-3.38%2026-06-302026-08-06

Sponsored

AMERICAN HOMES 4 RENT AMERICAN HOMES 4 RENT352.0K shares10.32%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC19.8K sharesnew addition2026-06-302026-08-06

AMGN AMGEN INC31.6K sharesnew addition2026-06-302026-08-06

BMY BRISTOL-MYERS SQUIBB CO194.7K shares-4.85%2026-06-302026-08-06

EGP EASTGROUP PPTYS INC54.6K sharesnew addition2026-06-302026-08-06

ORACLE CORP ORACLE CORP69.7K shares-1.99%2026-06-302026-08-06

XLY SELECT SECTOR SPDR TR87.0K shares-2.70%2026-06-302026-08-06

VLO VALERO ENERGY CORP38.7K shares-1.73%2026-06-302026-08-06

Sponsored

3M CO 3M CO61.0K shares-0.52%2026-06-302026-08-06

QGRO AMERICAN CENTY ETF TR82.3K sharesnew addition2026-06-302026-08-06

PFE PFIZER INC398.3K shares-5.83%2026-06-302026-08-06

VGIT VANGUARD SCOTTSDALE FDS161.0K sharesnew addition2026-06-302026-08-06

GE GE AEROSPACE25.0K shares0.32%2026-06-302026-08-06

VUG VANGUARD INDEX FDS106.2K shares513.86%2026-06-302026-08-06

IGD VOYA GLBL EQTY DIV & PREM OP1.5M shares-14.72%2026-06-302026-08-06

TRGP TARGA RES CORP33.7K shares5.69%2026-06-302026-08-06

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR199.4K shares-1.00%2026-06-302026-08-06

MCD MCDONALDS CORP33.1K shares-1.89%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS24.2K shares-4.27%2026-06-302026-08-06

SDVD FIRST TR EXCHANGE-TRADED FD386.7K shares-0.41%2026-06-302026-08-06

NSC NORFOLK SOUTHN CORP28.3K shares-0.19%2026-06-302026-08-06

HIO WESTERN ASSET HIGH INCOME OP2.3M shares-8.25%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC7.3K shares6.26%2026-06-302026-08-06

QUAL ISHARES TR38.1K shares6.17%2026-06-302026-08-06

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED16.1K shares-1.53%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW64.9K shares-0.18%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC19.1K shares1.78%2026-06-302026-08-06

GEV GE VERNOVA INC6.7K shares3.22%2026-06-302026-08-06

BSV VANGUARD BD INDEX FDS98.7K shares-1.52%2026-06-302026-08-06

ISHARES TR ISHARES TR299.5K sharesnew addition2026-06-302026-08-06

NLR VANECK ETF TRUST62.9K shares4.91%2026-06-302026-08-06

DE DEERE & CO11.4K shares-3.99%2026-06-302026-08-06

Sponsored

ET ENERGY TRANSFER L P375.2K shares-1.61%2026-06-302026-08-06

AEP AMERICAN ELEC PWR CO INC51.8K sharesnew addition2026-06-302026-08-06

BTZ BLACKROCK CR ALLOCATION668.7K sharesnew addition2026-06-302026-08-06

PEP PEPSICO INC49.5K shares2.17%2026-06-302026-08-06

FLRN SPDR SERIES TRUST216.0K shares-0.88%2026-06-302026-08-06

XLP SELECT SECTOR SPDR TR76.8K shares-1.28%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC72.1K shares0.40%2026-06-302026-08-06

CVS CVS HEALTH CORP57.4K shares-7.25%2026-06-302026-08-06

Sponsored

SOXQ INVESCO EXCH TRADED FD TR II51.0K shares21.22%2026-06-302026-08-06

SPYI NEOS ETF TRUST106.1K shares158.81%2026-06-302026-08-06

EMLC VANECK ETF TRUST219.5K shares-0.20%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.77.8K shares24.50%2026-06-302026-08-06

SPXX NUVEEN S&P 500 DYNAMIC OVERW296.3K shares3.78%2026-06-302026-08-06

MTUM ISHARES TR16.0K shares33.14%2026-06-302026-08-06

EVV EATON VANCE LIMITED DURATION580.6K shares-7.76%2026-06-302026-08-06

GLD SPDR GOLD TR14.6K shares0.34%2026-06-302026-08-06

Sponsored

RIO RIO TINTO PLC56.5K shares-7.68%2026-06-302026-08-06

SNA SNAP ON INC13.3K shares-1.87%2026-06-302026-08-06

TQQQ PROSHARES TR65.8K shares-3.19%2026-06-302026-08-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND38.5K shares3.53%2026-06-302026-08-06

DIS DISNEY WALT CO49.2K shares-3.04%2026-06-302026-08-06

IWF ISHARES TR37.8K shares296.47%2026-06-302026-08-06

IYH ISHARES TR68.1K shares-1.70%2026-06-302026-08-06

CWI SPDR INDEX SHS FDS111.2K shares-3.79%2026-06-302026-08-06

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC65.7K shares-3.43%2026-06-302026-08-06

CGDV CAPITAL GROUP DIVIDEND VALUE90.6K shares4.20%2026-06-302026-08-06

MYI BLACKROCK MUNIYIELD QUALITY394.8K sharesnew addition2026-06-302026-08-06

BA BOEING CO20.2K sharesnew addition2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR134.7K shares3.93%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC8.9K shares0.55%2026-06-302026-08-06

MS MORGAN STANLEY20.2K shares2.03%2026-06-302026-08-06

EOG EOG RES INC32.4K shares-3.38%2026-06-302026-08-06

Sponsored

ITW ILLINOIS TOOL WKS INC15.2K shares3.78%2026-06-302026-08-06

VTV VANGUARD INDEX FDS17.9K shares0.87%2026-06-302026-08-06

VLUE ISHARES TR19.5K shares53.03%2026-06-302026-08-06

FREEPORT MCMORAN INC FREEPORT MCMORAN INC60.8K shares13.50%2026-06-302026-08-06

PLD PROLOGIS INC.27.7K shares-0.41%2026-06-302026-08-06

NEA NUVEEN AMT FREE QLTY MUN INC316.2K shares-2.24%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC10.9K shares5.68%2026-06-302026-08-06

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME305.7K shares-0.73%2026-06-302026-08-06

Sponsored

TXN TEXAS INSTRS INC12.2K shares2.80%2026-06-302026-08-06

WELL WELLTOWER INC15.9K shares-6.22%2026-06-302026-08-06

CGIC CAPITAL GROUP INTERNATIONAL97.2K shares20.98%2026-06-302026-08-06

GD GENERAL DYNAMICS CORP9.6K shares-0.12%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS21.1K shares9.17%2026-06-302026-08-06

EMR EMERSON ELEC CO23.2K shares-0.49%2026-06-302026-08-06

VCSH VANGUARD SCOTTSDALE FDS41.6K shares34.30%2026-06-302026-08-06

TGT TARGET CORP25.0K sharesnew addition2026-06-302026-08-06

Sponsored

IGRO ISHARES TR36.4K shares-1.46%2026-06-302026-08-06

CDNS CADENCE DESIGN SYSTEM INC8.5K shares2.58%2026-06-302026-08-06

ETN EATON CORP PLC7.4K shares3.08%2026-06-302026-08-06

ORLY OREILLY AUTOMOTIVE INC34.1K shares0.28%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC26.8K shares-2.05%2026-06-302026-08-06

VB VANGUARD INDEX FDS10.3K shares-0.44%2026-06-302026-08-06

WFC WELLS FARGO & CO37.4K shares-3.98%2026-06-302026-08-06

BIV VANGUARD BD INDEX FDS40.1K shares-2.67%2026-06-302026-08-06

Sponsored

KLAC KLA CORP10.1K shares1003.38%2026-06-302026-08-06

MAR MARRIOTT INTL INC NEW7.9K shares0.98%2026-06-302026-08-06

IRM IRON MTN INC DEL22.8K shares-1.58%2026-06-302026-08-06

UNP UNION PAC CORP10.5K shares-7.30%2026-06-302026-08-06

HFXI NEW YORK LIFE INVESTMENTS ET74.6K shares31.57%2026-06-302026-08-06

MCK MCKESSON CORP3.8K shares2.57%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR95.5K shares-16.36%2026-06-302026-08-06

ENB ENBRIDGE INC50.6K shares0.45%2026-06-302026-08-06

Sponsored

AFL AFLAC INC22.9K sharesnew addition2026-06-302026-08-06

ED CONSOLIDATED EDISON INC24.2K shares-2.27%2026-06-302026-08-06

IBTI ISHARES TR119.8K shares2.84%2026-06-302026-08-06

BKIE BNY MELLON ETF TRUST26.2K shares33.67%2026-06-302026-08-06

TFC TRUIST FINL CORP51.4K shares2.65%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.3K shares17.74%2026-06-302026-08-06

RSG REPUBLIC SVCS INC11.9K shares1.66%2026-06-302026-08-06

PDO PIMCO DYNAMIC INCOME OPRNTS190.6K shares-3.26%2026-06-302026-08-06

Sponsored

CHUBB LIMITED CHUBB LIMITED7.3K shares1.06%2026-06-302026-08-06

WASTE MGMT INC DEL WASTE MGMT INC DEL11.1K shares-2.36%2026-06-302026-08-06

KTF DWS MUN INCOME TR266.5K shares-2.00%2026-06-302026-08-06

VGT VANGUARD WORLD FD20.4K shares691.74%2026-06-302026-08-06

LOW LOWES COS INC11.0K shares-6.11%2026-06-302026-08-06

LEO BNY MELLON STRATEGIC MUNS IN370.0K shares-2.45%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS33.5K shares-2.88%2026-06-302026-08-06

ISD PGIM HIGH YIELD BOND FUND IN182.4K shares-10.84%2026-06-302026-08-06

Sponsored

MCO MOODYS CORP5.3K shares4.64%2026-06-302026-08-06

ARDC ARES DYNAMIC CR ALLOCATION F187.6K shares-1.00%2026-06-302026-08-06

ABT ABBOTT LABORATORIES26.0K sharesnew addition2026-06-302026-08-06

SCHO SCHWAB STRATEGIC TR97.1K shares28.37%2026-06-302026-08-06

BLV VANGUARD BD INDEX FDS33.7K shares-0.59%2026-06-302026-08-06

MAIN MAIN STR CAP CORP44.8K shares-2.91%2026-06-302026-08-06

LHX L3HARRIS TECHNOLOGIES INC8.0K shares1.10%2026-06-302026-08-06

KMB KIMBERLY-CLARK CORP21.1K shares-6.00%2026-06-302026-08-06

Sponsored

CSX CSX CORP48.1K shares-8.01%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING IN10.1K sharesnew addition2026-06-302026-08-06

PSA PUBLIC STORAGE7.1K shares-82.73%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.3K shares19.42%2026-06-302026-08-06

FAS DIREXION SHARES ETF TRUST15.2K shares-5.45%2026-06-302026-08-06

BGH BARINGS GLOBAL SHORT DURATIO154.8K shares-1.36%2026-06-302026-08-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F34.6K shares-3.10%2026-06-302026-08-06

GMOI GMO ETF TRUST56.7K sharesnew addition2026-06-302026-08-06

Sponsored

EEM ISHARES TR31.0K shares5.84%2026-06-302026-08-06

NKE NIKE INC50.4K shares-4.85%2026-06-302026-08-06

NUE NUCOR CORP9.2K shares7.09%2026-06-302026-08-06

VV VANGUARD INDEX FDS5.8K shares-0.32%2026-06-302026-08-06

PBA PEMBINA PIPELINE CORP42.3K shares0.33%2026-06-302026-08-06

HII HUNTINGTON INGALLS INDS INC7.0K shares0.43%2026-06-302026-08-06

DAL DELTA AIR LINES INC20.8K shares4.80%2026-06-302026-08-06

GLW CORNING INC7.6K shares-3.47%2026-06-302026-08-06

Sponsored

CRM SALESFORCE INC12.4K shares-3.70%2026-06-302026-08-06

IGV ISHARES TR21.3K shares175.50%2026-06-302026-08-06

MBB ISHARES TR20.3K shares1.04%2026-06-302026-08-06

DIA STATE STR SPDR DOW JONES IND3.6K shares-10.88%2026-06-302026-08-06

JCE NUVEEN CORE EQUITY ALPHA FD115.5K shares-0.96%2026-06-302026-08-06

BX BLACKSTONE INC16.0K shares7.80%2026-06-302026-08-06

MPC MARATHON PETE CORP7.3K shares3.19%2026-06-302026-08-06

JPC NUVEEN PFD & INCOME OPPORTUN236.5K shares-12.40%2026-06-302026-08-06

Sponsored

DHR DANAHER CORP DEL9.7K shares-4.04%2026-06-302026-08-06

BLDR BUILDERS FIRSTSOURCE INC20.6K shares1.72%2026-06-302026-08-06

ASTS AST SPACEMOBILE INC20.3K shares36.85%2026-06-302026-08-06

URTH ISHARES INC8.9K shares-0.55%2026-06-302026-08-06

COP CONOCOPHILLIPS17.2K shares-2.39%2026-06-302026-08-06

GGG GRACO INC23.6K shares-1.55%2026-06-302026-08-06

FNDX SCHWAB STRATEGIC TR57.0K shares-8.06%2026-06-302026-08-06

QQQI NEOS ETF TRUST31.1K shares71.70%2026-06-302026-08-06

Sponsored

MUB ISHARES TR16.4K shares-2.47%2026-06-302026-08-06

BGB BLACKSTONE STRATEGIC CRED 20153.6K shares-2.41%2026-06-302026-08-06

ANET ARISTA NETWORKS INC10.2K sharesnew addition2026-06-302026-08-06

RITM RITHM CAPITAL CORP184.0K shares-3.30%2026-06-302026-08-06

NBIS NEBIUS GROUP N.V.6.2K shares-1.00%2026-06-302026-08-06

MHD BLACKROCK MUNIHOLDINGS FD IN142.1K shares-0.65%2026-06-302026-08-06

MGK VANGUARD WORLD FD19.2K shares396.86%2026-06-302026-08-06

ES EVERSOURCE ENERGY23.3K shares-1.07%2026-06-302026-08-06

Sponsored

SBUX STARBUCKS CORP16.4K shares0.44%2026-06-302026-08-06

CPRT COPART INC59.3K shares-2.24%2026-06-302026-08-06

JFR NUVEEN FLOATING RATE INCOME216.8K shares-3.40%2026-06-302026-08-06

NZF NUVEEN MUN CR INCOME FD130.7K shares-8.31%2026-06-302026-08-06

IWD ISHARES TR6.8K shares0.92%2026-06-302026-08-06

IWB ISHARES TR4.0K shares4.29%2026-06-302026-08-06

GPC GENUINE PARTS CO13.8K shares-1.11%2026-06-302026-08-06

JHI HANCOCK JOHN INVS TR121.8K shares-1.10%2026-06-302026-08-06

Sponsored

CET CENTRAL SECS CORP30.9K shares0.00%2026-06-302026-08-06

SRLN SSGA ACTIVE ETF TR39.6K shares-1.99%2026-06-302026-08-06

APD AIR PRODUCTS AND CHEMICALS I5.4K sharesnew addition2026-06-302026-08-06

ISHARES TR ISHARES TR15.9K shares-0.59%2026-06-302026-08-06

YUM YUM BRANDS INC9.8K shares0.04%2026-06-302026-08-06

IBB ISHARES TR8.2K shares-2.47%2026-06-302026-08-06

LYB LYONDELLBASELL INDUSTRIES NV29.4K shares-7.12%2026-06-302026-08-06

DSM BNY MELLON STRATEGIC MUN BD250.3K sharesnew addition2026-06-302026-08-06

Sponsored

IWM ISHARES TR5.1K shares4.22%2026-06-302026-08-06

TIP ISHARES TR14.0K shares-12.60%2026-06-302026-08-06

KIO KKR INCOME OPPORTUNITIES FD136.0K shares-3.10%2026-06-302026-08-06

ICF ISHARES TR22.4K shares-2.67%2026-06-302026-08-06

SERVICENOW INC SERVICENOW INC15.2K shares-16.28%2026-06-302026-08-06

BLW BLACKROCK LTD DURATION INCOM120.9K shares-2.31%2026-06-302026-08-06

BLK BLACKROCK INC1.6K shares1.17%2026-06-302026-08-06

NIE VIRTUS EQUITY & CONV INCM FD54.9K shares-1.45%2026-06-302026-08-06

Sponsored

ITOT ISHARES TR8.9K shares-1.04%2026-06-302026-08-06

USXF ISHARES TR21.0K shares-0.03%2026-06-302026-08-06

LEN LENNAR CORP16.1K shares-16.04%2026-06-302026-08-06

IBMO ISHARES TR56.6K shares-4.52%2026-06-302026-08-06

IBMP ISHARES TR56.6K shares-0.04%2026-06-302026-08-06

VKQ INVESCO MUNICIPAL TRUST142.8K shares-2.06%2026-06-302026-08-06

ADOBE INC ADOBE INC7.0K shares-5.00%2026-06-302026-08-06

ARK ETF TR ARK ETF TR17.6K shares-1.36%2026-06-302026-08-06

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP8.3K sharesnew addition2026-06-302026-08-06

INSM INSMED INC13.2K shares-0.05%2026-06-302026-08-06

ROK ROCKWELL AUTOMATION INC2.8K shares0.79%2026-06-302026-08-06

ASGI ABRDN GLOBAL INFRA INCOME FU59.2K shares-0.48%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR49.7K shares-7.47%2026-06-302026-08-06

CMCSA COMCAST CORP NEW55.9K shares-7.34%2026-06-302026-08-06

COF CAPITAL ONE FINL CORP6.7K shares2.13%2026-06-302026-08-06

IBMQ ISHARES TR52.6K shares-0.72%2026-06-302026-08-06

Sponsored

TER TERADYNE INC2.7K shares2.22%2026-06-302026-08-06

IAU ISHARES GOLD TR17.2K shares-1.20%2026-06-302026-08-06

SUB ISHARES TR11.9K shares-1.13%2026-06-302026-08-06

VCIT VANGUARD SCOTTSDALE FDS15.2K shares131.41%2026-06-302026-08-06

MRVL MARVELL TECHNOLOGY INC4.2K shares15.24%2026-06-302026-08-06

CCI CROWN CASTLE INC16.6K shares-3.10%2026-06-302026-08-06

PID INVESCO EXCHANGE TRADED FD T55.7K shares-0.23%2026-06-302026-08-06

ADX ADAMS DIVERSIFIED EQUITY FD47.6K sharesnew addition2026-06-302026-08-06

Sponsored

RJF RAYMOND JAMES FINL INC7.9K shares3.26%2026-06-302026-08-06

EFA ISHARES TR11.6K shares5.97%2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC3.6K sharesnew addition2026-06-302026-08-06

OMC OMNICOM GROUP INC16.4K shares-10.83%2026-06-302026-08-06

VXF VANGUARD INDEX FDS4.8K shares2.02%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II3.9K shares44.28%2026-06-302026-08-06

ALL ALLSTATE CORP4.9K sharesnew addition2026-06-302026-08-06

NMCO NUVEEN MUN CR OPPORTUNITIES107.4K shares-7.59%2026-06-302026-08-06

Sponsored

SLV ISHARES SILVER TR21.8K shares-5.03%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR9.3K sharesnew addition2026-06-302026-08-06

FNDF SCHWAB STRATEGIC TR22.0K shares14.68%2026-06-302026-08-06

PPG PPG INDS INC9.5K shares-0.44%2026-06-302026-08-06

XLB SELECT SECTOR SPDR TR22.5K shares-1.63%2026-06-302026-08-06

VANECK ETF TRUST VANECK ETF TRUST15.1K shares-6.86%2026-06-302026-08-06

IVW ISHARES TR8.3K shares4.65%2026-06-302026-08-06

NOC NORTHROP GRUMMAN CORP2.2K shares2.86%2026-06-302026-08-06

Sponsored

ACP ABRDN INCOME CREDIT STRATEGI217.7K sharesnew addition2026-06-302026-08-06

BBY BEST BUY INC14.9K sharesnew addition2026-06-302026-08-06

VONG VANGUARD SCOTTSDALE FDS8.8K shares5.14%2026-06-302026-08-06

LDP COHEN & STEERS LTD DURATION52.8K shares-5.19%2026-06-302026-08-06

VTR VENTAS INC12.5K shares0.78%2026-06-302026-08-06

PGR PROGRESSIVE CORP5.1K shares9.01%2026-06-302026-08-06

IBIT ISHARES BITCOIN TRUST ETF33.0K shares7.44%2026-06-302026-08-06

SMH VANECK ETF TRUST1.7K shares8.99%2026-06-302026-08-06

Sponsored

CEG CONSTELLATION ENERGY CORP4.4K shares14.58%2026-06-302026-08-06

MFM ABERDEEN MUN INCOME FD192.6K shares80.39%2026-06-302026-08-06

NVG NUVEEN AMT FREE MUN CR INC F83.4K shares-1.67%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST12.1K shares14.23%2026-06-302026-08-06

IBMR ISHARES TR41.9K sharesnew addition2026-06-302026-08-06

NLY ANNALY CAPITAL MANAGEMENT IN47.5K sharesnew addition2026-06-302026-08-06

ISRG INTUITIVE SURGICAL INC2.7K shares-9.15%2026-06-302026-08-06

TJX TJX COS INC NEW7.0K shares5.66%2026-06-302026-08-06

Sponsored

SAMT ADVISORS INNER CIRCLE FD III21.9K sharesnew addition2026-06-302026-08-06

VXUS VANGUARD STAR FDS12.2K shares-2.59%2026-06-302026-08-06

DFAT DIMENSIONAL ETF TRUST14.9K shares0.00%2026-06-302026-08-06

PRF INVESCO EXCHANGE TRADED FD T18.9K shares-0.55%2026-06-302026-08-06

EMF TEMPLETON EMERGING MKTS FD43.9K shares-5.39%2026-06-302026-08-06

AWF ALLIANCEBERNSTEIN GLOBAL HIG98.8K shares-3.89%2026-06-302026-08-06

CL COLGATE PALMOLIVE CO11.1K shares-0.55%2026-06-302026-08-06

SYK STRYKER CORPORATION3.2K shares6.24%2026-06-302026-08-06

Sponsored

DVN DEVON ENERGY CORP NEW24.5K shares446.22%2026-06-302026-08-06

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

VIGI VANGUARD WHITEHALL FDS10.7K shares-12.03%2026-06-302026-08-06

VO VANGUARD INDEX FDS12.3K shares301.46%2026-06-302026-08-06

IWR ISHARES TR8.9K shares-0.17%2026-06-302026-08-06

BKNG BOOKING HOLDINGS INC5.5K shares2309.17%2026-06-302026-08-06

ZOETIS INC ZOETIS INC13.7K shares-10.35%2026-06-302026-08-06

SHEL SHELL PLC12.6K shares2.24%2026-06-302026-08-06

Sponsored

HSY HERSHEY CO5.6K shares-14.47%2026-06-302026-08-06

PNC PNC FINL SVCS GROUP INC3.9K shares12.25%2026-06-302026-08-06

SHY ISHARES TR11.8K shares-1.67%2026-06-302026-08-06

LIN LINDE PLC1.8K shares2.45%2026-06-302026-08-06

ETR ENTERGY CORP NEW8.2K shares0.17%2026-06-302026-08-06

IWC ISHARES TR4.7K shares-1.34%2026-06-302026-08-06

FDX FEDEX CORP3.0K shares-3.88%2026-06-302026-08-06

TAN INVESCO EXCH TRADED FD TR II15.7K shares1.97%2026-06-302026-08-06

Sponsored

IGSB ISHARES TR17.7K shares-4.00%2026-06-302026-08-06

RNP COHEN & STEERS REIT & PFD &45.5K shares-3.69%2026-06-302026-08-06

DFUV DIMENSIONAL ETF TRUST16.8K shares-0.18%2026-06-302026-08-06

GWW WW GRAINGER INC677 shares3.52%2026-06-302026-08-06

PKG PACKAGING CORP AMER3.9K shares0.05%2026-06-302026-08-06

IYC ISHARES TR9.1K shares-0.10%2026-06-302026-08-06

RF REGIONS FINANCIAL CORP NEW30.0K shares-3.88%2026-06-302026-08-06

F FORD MTR CO65.1K shares0.41%2026-06-302026-08-06

Sponsored

HYT BLACKROCK CORPOR HI YLD FD I104.7K shares-0.67%2026-06-302026-08-06

HYI WESTERN ASSET HIGH YIELD OPP83.8K shares-7.65%2026-06-302026-08-06

MOO VANECK ETF TRUST11.0K shares-0.90%2026-06-302026-08-06

DTE DTE ENERGY CO5.7K shares0.19%2026-06-302026-08-06

SNOWFLAKE INC SNOWFLAKE INC3.4K shares2.43%2026-06-302026-08-06

RAAX VANECK ETF TRUST21.8K shares-0.46%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP877 shares-0.34%2026-06-302026-08-06

PFF ISHARES TR28.1K shares-3.93%2026-06-302026-08-06

Sponsored

DGRW WISDOMTREE TR8.9K shares44.98%2026-06-302026-08-06

MSI MOTOROLA SOLUTIONS INC2.1K shares-1.01%2026-06-302026-08-06

IBMS ISHARES TR32.6K shares-1.29%2026-06-302026-08-06

Q QNITY ELECTRONICS INC5.1K shares-2.67%2026-06-302026-08-06

AMT AMERICAN TOWER CORP5.0K shares18.30%2026-06-302026-08-06

REGL PROSHARES TR9.0K shares-7.85%2026-06-302026-08-06

UDOW PROSHARES TR11.7K shares0.00%2026-06-302026-08-06

QLTI GMO ETF TRUST30.1K sharesnew addition2026-06-302026-08-06

Sponsored

SWKS SKYWORKS SOLUTIONS INC11.9K shares-38.11%2026-06-302026-08-06

SBR SABINE RTY TR11.0K shares-9.14%2026-06-302026-08-06

IDU ISHARES TR7.0K shares-0.28%2026-06-302026-08-06

SNDK SANDISK CORP353 sharesnew addition2026-06-302026-08-06

SYY SYSCO CORP9.6K shares2.10%2026-06-302026-08-06

MDLZ MONDELEZ INTL INC13.8K shares5.89%2026-06-302026-08-06

USB US BANCORP13.2K shares-4.62%2026-06-302026-08-06

SPYG SPDR SERIES TRUST6.7K shares-17.57%2026-06-302026-08-06

Sponsored

MEDTRONIC PLC MEDTRONIC PLC10.1K shares-14.85%2026-06-302026-08-06

WDC WESTERN DIGITAL CORP1.2K shares19.63%2026-06-302026-08-06

BRO BROWN & BROWN INC12.3K shares-5.19%2026-06-302026-08-06

ARCH CAP GROUP LTD ARCH CAP GROUP LTD8.1K shares0.45%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP8.5K shares-6.00%2026-06-302026-08-06

FAN FIRST TR EXCHANGE-TRADED FD31.4K shares2.11%2026-06-302026-08-06

PAYX PAYCHEX INC8.0K shares-2.85%2026-06-302026-08-06

ITA ISHARES TR3.2K shares-0.03%2026-06-302026-08-06

Sponsored

AFB ALLIANCEBERNSTEIN NATL MUN I68.4K shares-0.58%2026-06-302026-08-06

DGX QUEST DIAGNOSTICS INC3.7K shares22.24%2026-06-302026-08-06

PMO PUTNAM MUN OPPORTUNITIES TR73.5K shares-0.61%2026-06-302026-08-06

MDY STATE STR SPDR S&P MIDCAP 401.1K shares7.87%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F9.2K shares-2.10%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR21.2K shares-3.73%2026-06-302026-08-06

EFX EQUIFAX INC4.8K shares-17.20%2026-06-302026-08-06

SPG SIMON PPTY GROUP INC NEW3.4K shares5.91%2026-06-302026-08-06

Sponsored

DELL DELL TECHNOLOGIES INC1.7K shares-19.37%2026-06-302026-08-06

WBD WARNER BROS DISCOVERY INC28.2K shares-10.66%2026-06-302026-08-06

AON AON PLC2.3K shares-0.04%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2026-06-302026-08-06

KEYS KEYSIGHT TECHNOLOGIES INC2.1K shares-3.15%2026-06-302026-08-06

CAPE DOUBLELINE ETF TRUST22.7K shares-64.02%2026-06-302026-08-06

TMO THERMO FISHER SCIENTIFIC INC1.5K shares-11.84%2026-06-302026-08-06

FPF FIRST TR INTER DURATN PFD &39.7K shares0.00%2026-06-302026-08-06

Sponsored

IBTJ ISHARES TR33.3K shares0.12%2026-06-302026-08-06

DFAS DIMENSIONAL ETF TRUST8.7K shares0.00%2026-06-302026-08-06

ACWI ISHARES TR4.5K shares-12.26%2026-06-302026-08-06

BHK BLACKROCK CORE BD TR77.6K sharesnew addition2026-06-302026-08-06

FNDA SCHWAB STRATEGIC TR18.6K shares-4.92%2026-06-302026-08-06

AXON AXON ENTERPRISE INC1.3K shares29.76%2026-06-302026-08-06

FTNT FORTINET INC4.6K sharesnew addition2026-06-302026-08-06

IVE ISHARES TR3.1K shares19.90%2026-06-302026-08-06

Sponsored

UBSI UNITED BANKSHARES INC WEST V15.2K shares0.00%2026-06-302026-08-06

FENY FIDELITY COVINGTON TRUST23.4K shares0.42%2026-06-302026-08-06

SRE SEMPRA7.5K shares-0.68%2026-06-302026-08-06

SCJ ISHARES INC6.5K sharesnew addition2026-06-302026-08-06

PCAR PACCAR INC5.6K shares-6.20%2026-06-302026-08-06

ADI ANALOG DEVICES INC1.7K sharesnew addition2026-06-302026-08-06

HDV ISHARES TR24.5K shares458.46%2026-06-302026-08-06

OZK BANK OZK LITTLE ROCK ARK12.8K shares-2.98%2026-06-302026-08-06

Sponsored

REM ISHARES TR30.1K shares-1.08%2026-06-302026-08-06

AUPH AURINIA PHARMACEUTICALS INC39.1K shares0.49%2026-06-302026-08-06

CORTEVA INC CORTEVA INC7.7K shares-6.02%2026-06-302026-08-06

PSX PHILLIPS 663.8K shares-11.84%2026-06-302026-08-06

IHE ISHARES TR6.4K shares16.11%2026-06-302026-08-06

PFG PRINCIPAL FINANCIAL GROUP IN5.9K sharesnew addition2026-06-302026-08-06

ESGU ISHARES TR3.8K shares0.03%2026-06-302026-08-06

KR KROGER CO11.3K shares-5.09%2026-06-302026-08-06

Sponsored

DOMINOS PIZZA INC DOMINOS PIZZA INC2.1K shares-11.43%2026-06-302026-08-06

PRU PRUDENTIAL FINL INC5.8K shares5.57%2026-06-302026-08-06

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION4.2K shares8.39%2026-06-302026-08-06

IJK ISHARES TR5.2K shares-1.02%2026-06-302026-08-06

BSCS INVESCO EXCH TRD SLF IDX FD30.1K shares1.75%2026-06-302026-08-06

IJJ ISHARES TR4.1K shares-0.12%2026-06-302026-08-06

CI THE CIGNA GROUP2.2K shares-3.91%2026-06-302026-08-06

COR CENCORA INC2.1K sharesnew addition2026-06-302026-08-06

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.2K shares-7.37%2026-06-302026-08-06

DFIV DIMENSIONAL ETF TRUST11.1K shares2.35%2026-06-302026-08-06

BIB PROSHARES TR5.9K shares-0.83%2026-06-302026-08-06

ACUITY INC ACUITY INC1.6K shares9.02%2026-06-302026-08-06

SHW SHERWIN WILLIAMS CO1.7K shares10.69%2026-06-302026-08-06

IYY ISHARES TR3.3K shares0.03%2026-06-302026-08-06

VDC VANGUARD WORLD FD2.6K shares0.00%2026-06-302026-08-06

EWJV ISHARES TR13.5K sharesnew addition2026-06-302026-08-06

Sponsored

EBAY EBAY INC.5.3K shares-17.68%2026-06-302026-08-06

ECL ECOLAB INC2.1K shares-3.77%2026-06-302026-08-06

BTI BRITISH AMERN TOB PLC9.5K shares4.52%2026-06-302026-08-06

ERC ALLSPRING MULTI SECTOR INCOM63.3K shares22.71%2026-06-302026-08-06

S&P GLOBAL INC S&P GLOBAL INC1.4K shares-12.64%2026-06-302026-08-06

AXTI AXT INC8.0K shares11.51%2026-06-302026-08-06

MPLX MPLX LP10.3K shares-6.62%2026-06-302026-08-06

PXF INVESCO EXCH TRADED FD TR II7.6K shares-3.92%2026-06-302026-08-06

Sponsored

VOX VANGUARD WORLD FD3.1K shares-0.10%2026-06-302026-08-06

PRFZ INVESCO EXCHANGE TRADED FD T10.2K shares-1.64%2026-06-302026-08-06

BSCR INVESCO EXCH TRD SLF IDX FD29.0K shares1.16%2026-06-302026-08-06

MAA MID-AMER APT CMNTYS INC4.1K shares-1.26%2026-06-302026-08-06

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.8K shares-0.50%2026-06-302026-08-06

MFIC MIDCAP FINANCIAL INVSTMNT CO55.3K shares-3.53%2026-06-302026-08-06

NXP NUVEEN SELECT TAX-FREE INCOM38.9K shares-10.17%2026-06-302026-08-06

EVN EATON VANCE MUN INCOME TR49.5K shares-6.00%2026-06-302026-08-06

Sponsored

ESGV VANGUARD WORLD FD4.2K shares-14.74%2026-06-302026-08-06

PDI PIMCO DYNAMIC INCOME FD33.1K shares198.87%2026-06-302026-08-06

VBK VANGUARD INDEX FDS1.5K shares-6.05%2026-06-302026-08-06

APPLOVIN CORP APPLOVIN CORP1.1K shares14.85%2026-06-302026-08-06

ARES CAPITAL CORP ARES CAPITAL CORP29.6K shares1.50%2026-06-302026-08-06

GM GENERAL MTRS CO7.1K shares7.47%2026-06-302026-08-06

FTEC FIDELITY COVINGTON TRUST1.9K shares-2.69%2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F3.5K shares56.91%2026-06-302026-08-06

Sponsored

BP BP PLC14.7K sharesnew addition2026-06-302026-08-06

XEL XCEL ENERGY INC6.8K shares8.25%2026-06-302026-08-06

APH AMPHENOL CORP3.1K sharesnew addition2026-06-302026-08-06

PYPL PAYPAL HLDGS INC12.5K shares0.68%2026-06-302026-08-06

DGRO

ISHARES TR

0.78%

Shares8.5M

Event2026-06-30

Filed2026-08-06

IQLT

ISHARES TR

2.30%

Shares6.1M

Event2026-06-30

Filed2026-08-06

SDVY

FIRST TR EXCHANGE TRADED FD

3.40%

Shares4.7M

Event2026-06-30

Filed2026-08-06

EMLP

FIRST TR EXCHANGE-TRADED FD

1.71%

Shares4.4M

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

1.30%

Shares988.8K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-0.69%

Shares417.5K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

New

Shares487.6K

Event2026-06-30

Filed2026-08-06

ISHARES TR

1.15%

Shares185.1K

Event2026-06-30

Filed2026-08-06

ANGL

VANECK ETF TRUST

4.01%

Shares4.0M

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

0.15%

Shares414.6K

Event2026-06-30

Filed2026-08-06

IBDT

ISHARES TR

3.67%

Shares3.9M

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

0.97%

Shares269.8K

Event2026-06-30

Filed2026-08-06

CLOI

VANECK ETF TRUST

7.22%

Shares1.8M

Event2026-06-30

Filed2026-08-06

IBDU

ISHARES TR

New

Shares4.0M

Event2026-06-30

Filed2026-08-06

IBDV

ISHARES TR

4.71%

Shares4.3M

Event2026-06-30

Filed2026-08-06

IBDX

ISHARES TR

5.26%

Shares3.5M

Event2026-06-30

Filed2026-08-06

CLIP

GLOBAL X FDS

5.27%

Shares877.3K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

1.09%

Shares439.4K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

2.61%

Shares1.6M

Event2026-06-30

Filed2026-08-06

IBDY

ISHARES TR

New

Shares3.3M

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

-0.10%

Shares42.5K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

1.31%

Shares334.7K

Event2026-06-30

Filed2026-08-06

IBDW

ISHARES TR

4.97%

Shares4.0M

Event2026-06-30

Filed2026-08-06

CSPF

COHEN & STEERS ETF TRUST

New

Shares3.2M

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

3.53%

Shares221.9K

Event2026-06-30

Filed2026-08-06

VGSH

VANGUARD SCOTTSDALE FDS

25.19%

Shares1.4M

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

-0.54%

Shares113.0K

Event2026-06-30

Filed2026-08-06

XLC

SELECT SECTOR SPDR TR

4.17%

Shares730.0K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

0.92%

Shares235.7K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-1.98%

Shares412.2K

Event2026-06-30

Filed2026-08-06

SDY

SPDR SERIES TRUST

-0.70%

Shares491.6K

Event2026-06-30

Filed2026-08-06

XLRE

SELECT SECTOR SPDR TR

5.07%

Shares1.7M

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

New

Shares299.4K

Event2026-06-30

Filed2026-08-06

IBDZ

ISHARES TR

8.80%

Shares2.7M

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

5.26%

Shares730.2K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

2.20%

Shares445.4K

Event2026-06-30

Filed2026-08-06

IBCA

ISHARES TR

10.96%

Shares2.5M

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

1.73%

Shares382.6K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

1.31%

Shares648.6K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

-1.87%

Shares1.1M

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

1.67%

Shares116.8K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

New

Shares174.4K

Event2026-06-30

Filed2026-08-06

IBTG

ISHARES TR

-5.93%

Shares2.3M

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

-3.02%

Shares335.3K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

1.28%

Shares681.0K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

1.83%

Shares376.6K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

0.14%

Shares626.9K

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

0.44%

Shares498.5K

Event2026-06-30

Filed2026-08-06

IBDS

ISHARES TR

8.88%

Shares1.9M

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-3.66%

Shares387.0K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

-1.14%

Shares528.3K

Event2026-06-30

Filed2026-08-06

MMC

MARSH & MCLENNAN COS INC

1.57%

Shares252.9K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

-0.54%

Shares40.8K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

-0.32%

Shares277.8K

Event2026-06-30

Filed2026-08-06

ISPY

PROSHARES TR

-4.46%

Shares825.9K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

New

Shares54.3K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-1.18%

Shares50.3K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-1.30%

Shares35.2K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

8.08%

Shares29.6K

Event2026-06-30

Filed2026-08-06

ACWX

ISHARES TR

-0.73%

Shares425.9K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

2.00%

Shares748.4K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares61.9K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

3.57%

Shares44.5K

Event2026-06-30

Filed2026-08-06

SMDV

PROSHARES TR

-1.07%

Shares395.4K

Event2026-06-30

Filed2026-08-06

SPTI

SPDR SERIES TRUST

-1.51%

Shares1.1M

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.16%

Shares311.2K

Event2026-06-30

Filed2026-08-06

LQD

ISHARES TR

-1.90%

Shares273.7K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

13.47%

Shares294.7K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

-4.20%

Shares518.5K

Event2026-06-30

Filed2026-08-06

VISA INC

8.81%

Shares81.6K

Event2026-06-30

Filed2026-08-06

MGC

VANGUARD WORLD FD

13.87%

Shares101.5K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

New

Shares482.6K

Event2026-06-30

Filed2026-08-06

OKE

ONEOK INC NEW

1.41%

Shares314.3K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

-0.99%

Shares105.0K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

-1.90%

Shares189.2K

Event2026-06-30

Filed2026-08-06

KNG

FIRST TR EXCHANGE-TRADED FD

-4.50%

Shares486.7K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

1.20%

Shares63.6K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares102.8K

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

-2.01%

Shares123.7K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

New

Shares120.2K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

-1.51%

Shares380.2K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares102.6K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

-0.75%

Shares594.6K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

New

Shares27.7K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

-2.57%

Shares144.3K

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS INC

1.49%

Shares268.5K

Event2026-06-30

Filed2026-08-06

IBTH

ISHARES TR

-1.03%

Shares891.3K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

2.19%

Shares622.2K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

1.84%

Shares126.0K

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD WHITEHALL FDS

0.07%

Shares192.2K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

-6.41%

Shares43.4K

Event2026-06-30

Filed2026-08-06

AT&T INC

-3.59%

Shares886.9K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

0.27%

Shares31.8K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

0.94%

Shares63.4K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

0.64%

Shares149.5K

Event2026-06-30

Filed2026-08-06

IBDR

ISHARES TR

6.78%

Shares660.3K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

2.16%

Shares72.7K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-0.46%

Shares16.3K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

2.22%

Shares36.3K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

-2.35%

Shares207.2K

Event2026-06-30

Filed2026-08-06

HEALTHCARE RLTY TR

4.08%

Shares735.1K

Event2026-06-30

Filed2026-08-06

CUZ

COUSINS PPTYS INC

8.58%

Shares484.2K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

2.43%

Shares40.3K

Event2026-06-30

Filed2026-08-06

CAH

CARDINAL HEALTH INC

-1.63%

Shares59.3K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

22.79%

Shares166.4K

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORP

4.17%

Shares222.0K

Event2026-06-30

Filed2026-08-06

DLR

DIGITAL RLTY TR INC

1.45%

Shares76.3K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

2.51%

Shares74.8K

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVCS INC

-4.71%

Shares121.6K

Event2026-06-30

Filed2026-08-06

VICI

VICI PPTYS INC

7.60%

Shares475.2K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-4.49%

Shares52.2K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

-3.38%

Shares93.9K

Event2026-06-30

Filed2026-08-06

AMERICAN HOMES 4 RENT

10.32%

Shares352.0K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares19.8K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

New

Shares31.6K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

-4.85%

Shares194.7K

Event2026-06-30

Filed2026-08-06

EGP

EASTGROUP PPTYS INC

New

Shares54.6K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-1.99%

Shares69.7K

Event2026-06-30

Filed2026-08-06

XLY

SELECT SECTOR SPDR TR

-2.70%

Shares87.0K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

-1.73%

Shares38.7K

Event2026-06-30

Filed2026-08-06

3M CO

-0.52%

Shares61.0K

Event2026-06-30

Filed2026-08-06

QGRO

AMERICAN CENTY ETF TR

New

Shares82.3K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

-5.83%

Shares398.3K

Event2026-06-30

Filed2026-08-06

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares161.0K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

0.32%

Shares25.0K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

513.86%

Shares106.2K

Event2026-06-30

Filed2026-08-06

IGD

VOYA GLBL EQTY DIV & PREM OP

-14.72%

Shares1.5M

Event2026-06-30

Filed2026-08-06

TRGP

TARGA RES CORP

5.69%

Shares33.7K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

-1.00%

Shares199.4K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

-1.89%

Shares33.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-4.27%

Shares24.2K

Event2026-06-30

Filed2026-08-06

SDVD

FIRST TR EXCHANGE-TRADED FD

-0.41%

Shares386.7K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

-0.19%

Shares28.3K

Event2026-06-30

Filed2026-08-06

HIO

WESTERN ASSET HIGH INCOME OP

-8.25%

Shares2.3M

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

6.26%

Shares7.3K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

6.17%

Shares38.1K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

-1.53%

Shares16.1K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

-0.18%

Shares64.9K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

1.78%

Shares19.1K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

3.22%

Shares6.7K

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

-1.52%

Shares98.7K

Event2026-06-30

Filed2026-08-06

ISHARES TR

New

Shares299.5K

Event2026-06-30

Filed2026-08-06

NLR

VANECK ETF TRUST

4.91%

Shares62.9K

Event2026-06-30

Filed2026-08-06

DEERE & CO

-3.99%

Shares11.4K

Event2026-06-30

Filed2026-08-06

ENERGY TRANSFER L P

-1.61%

Shares375.2K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC

New

Shares51.8K

Event2026-06-30

Filed2026-08-06

BTZ

BLACKROCK CR ALLOCATION

New

Shares668.7K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

2.17%

Shares49.5K

Event2026-06-30

Filed2026-08-06

FLRN

SPDR SERIES TRUST

-0.88%

Shares216.0K

Event2026-06-30

Filed2026-08-06

XLP

SELECT SECTOR SPDR TR

-1.28%

Shares76.8K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

0.40%

Shares72.1K

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP

-7.25%

Shares57.4K

Event2026-06-30

Filed2026-08-06

SOXQ

INVESCO EXCH TRADED FD TR II

21.22%

Shares51.0K

Event2026-06-30

Filed2026-08-06

SPYI

NEOS ETF TRUST

158.81%

Shares106.1K

Event2026-06-30

Filed2026-08-06

EMLC

VANECK ETF TRUST

-0.20%

Shares219.5K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

24.50%

Shares77.8K

Event2026-06-30

Filed2026-08-06

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

3.78%

Shares296.3K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

33.14%

Shares16.0K

Event2026-06-30

Filed2026-08-06

EVV

EATON VANCE LIMITED DURATION

-7.76%

Shares580.6K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

0.34%

Shares14.6K

Event2026-06-30

Filed2026-08-06

RIO

RIO TINTO PLC

-7.68%

Shares56.5K

Event2026-06-30

Filed2026-08-06

SNA

SNAP ON INC

-1.87%

Shares13.3K

Event2026-06-30

Filed2026-08-06

TQQQ

PROSHARES TR

-3.19%

Shares65.8K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

3.53%

Shares38.5K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-3.04%

Shares49.2K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

296.47%

Shares37.8K

Event2026-06-30

Filed2026-08-06

IYH

ISHARES TR

-1.70%

Shares68.1K

Event2026-06-30

Filed2026-08-06

CWI

SPDR INDEX SHS FDS

-3.79%

Shares111.2K

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

-3.43%

Shares65.7K

Event2026-06-30

Filed2026-08-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.20%

Shares90.6K

Event2026-06-30

Filed2026-08-06

MYI

BLACKROCK MUNIYIELD QUALITY

New

Shares394.8K

Event2026-06-30

Filed2026-08-06

BOEING CO

New

Shares20.2K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

3.93%

Shares134.7K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.55%

Shares8.9K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

2.03%

Shares20.2K

Event2026-06-30

Filed2026-08-06

EOG

EOG RES INC

-3.38%

Shares32.4K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

3.78%

Shares15.2K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

0.87%

Shares17.9K

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES TR

53.03%

Shares19.5K

Event2026-06-30

Filed2026-08-06

FREEPORT MCMORAN INC

13.50%

Shares60.8K

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC.

-0.41%

Shares27.7K

Event2026-06-30

Filed2026-08-06

NEA

NUVEEN AMT FREE QLTY MUN INC

-2.24%

Shares316.2K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

5.68%

Shares10.9K

Event2026-06-30

Filed2026-08-06

NUVEEN QUALITY MUNCP INCOME

-0.73%

Shares305.7K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

2.80%

Shares12.2K

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

-6.22%

Shares15.9K

Event2026-06-30

Filed2026-08-06

CGIC

CAPITAL GROUP INTERNATIONAL

20.98%

Shares97.2K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

-0.12%

Shares9.6K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

9.17%

Shares21.1K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

-0.49%

Shares23.2K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

34.30%

Shares41.6K

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

New

Shares25.0K

Event2026-06-30

Filed2026-08-06

IGRO

ISHARES TR

-1.46%

Shares36.4K

Event2026-06-30

Filed2026-08-06

CDNS

CADENCE DESIGN SYSTEM INC

2.58%

Shares8.5K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

3.08%

Shares7.4K

Event2026-06-30

Filed2026-08-06

ORLY

OREILLY AUTOMOTIVE INC

0.28%

Shares34.1K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

-2.05%

Shares26.8K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-0.44%

Shares10.3K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

-3.98%

Shares37.4K

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

-2.67%

Shares40.1K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

1003.38%

Shares10.1K

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW

0.98%

Shares7.9K

Event2026-06-30

Filed2026-08-06

IRM

IRON MTN INC DEL

-1.58%

Shares22.8K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

-7.30%

Shares10.5K

Event2026-06-30

Filed2026-08-06

HFXI

NEW YORK LIFE INVESTMENTS ET

31.57%

Shares74.6K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

2.57%

Shares3.8K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

-16.36%

Shares95.5K

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INC

0.45%

Shares50.6K

Event2026-06-30

Filed2026-08-06

AFL

AFLAC INC

New

Shares22.9K

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

-2.27%

Shares24.2K

Event2026-06-30

Filed2026-08-06

IBTI

ISHARES TR

2.84%

Shares119.8K

Event2026-06-30

Filed2026-08-06

BKIE

BNY MELLON ETF TRUST

33.67%

Shares26.2K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

2.65%

Shares51.4K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

17.74%

Shares3.3K

Event2026-06-30

Filed2026-08-06

RSG

REPUBLIC SVCS INC

1.66%

Shares11.9K

Event2026-06-30

Filed2026-08-06

PDO

PIMCO DYNAMIC INCOME OPRNTS

-3.26%

Shares190.6K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

1.06%

Shares7.3K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

-2.36%

Shares11.1K

Event2026-06-30

Filed2026-08-06

KTF

DWS MUN INCOME TR

-2.00%

Shares266.5K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

691.74%

Shares20.4K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

-6.11%

Shares11.0K

Event2026-06-30

Filed2026-08-06

LEO

BNY MELLON STRATEGIC MUNS IN

-2.45%

Shares370.0K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

-2.88%

Shares33.5K

Event2026-06-30

Filed2026-08-06

ISD

PGIM HIGH YIELD BOND FUND IN

-10.84%

Shares182.4K

Event2026-06-30

Filed2026-08-06

MCO

MOODYS CORP

4.64%

Shares5.3K

Event2026-06-30

Filed2026-08-06

ARDC

ARES DYNAMIC CR ALLOCATION F

-1.00%

Shares187.6K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

New

Shares26.0K

Event2026-06-30

Filed2026-08-06

SCHO

SCHWAB STRATEGIC TR

28.37%

Shares97.1K

Event2026-06-30

Filed2026-08-06

BLV

VANGUARD BD INDEX FDS

-0.59%

Shares33.7K

Event2026-06-30

Filed2026-08-06

MAIN

MAIN STR CAP CORP

-2.91%

Shares44.8K

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INC

1.10%

Shares8.0K

Event2026-06-30

Filed2026-08-06

KMB

KIMBERLY-CLARK CORP

-6.00%

Shares21.1K

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

-8.01%

Shares48.1K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares10.1K

Event2026-06-30

Filed2026-08-06

PSA

PUBLIC STORAGE

-82.73%

Shares7.1K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

19.42%

Shares2.3K

Event2026-06-30

Filed2026-08-06

FAS

DIREXION SHARES ETF TRUST

-5.45%

Shares15.2K

Event2026-06-30

Filed2026-08-06

BGH

BARINGS GLOBAL SHORT DURATIO

-1.36%

Shares154.8K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

-3.10%

Shares34.6K

Event2026-06-30

Filed2026-08-06

GMOI

GMO ETF TRUST

New

Shares56.7K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES TR

5.84%

Shares31.0K

Event2026-06-30

Filed2026-08-06

NKE

NIKE INC

-4.85%

Shares50.4K

Event2026-06-30

Filed2026-08-06

NUE

NUCOR CORP

7.09%

Shares9.2K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-0.32%

Shares5.8K

Event2026-06-30

Filed2026-08-06

PBA

PEMBINA PIPELINE CORP

0.33%

Shares42.3K

Event2026-06-30

Filed2026-08-06

HII

HUNTINGTON INGALLS INDS INC

0.43%

Shares7.0K

Event2026-06-30

Filed2026-08-06

DAL

DELTA AIR LINES INC

4.80%

Shares20.8K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

-3.47%

Shares7.6K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

-3.70%

Shares12.4K

Event2026-06-30

Filed2026-08-06

IGV

ISHARES TR

175.50%

Shares21.3K

Event2026-06-30

Filed2026-08-06

MBB

ISHARES TR

1.04%

Shares20.3K

Event2026-06-30

Filed2026-08-06

DIA

STATE STR SPDR DOW JONES IND

-10.88%

Shares3.6K

Event2026-06-30

Filed2026-08-06

JCE

NUVEEN CORE EQUITY ALPHA FD

-0.96%

Shares115.5K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

7.80%

Shares16.0K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP

3.19%

Shares7.3K

Event2026-06-30

Filed2026-08-06

JPC

NUVEEN PFD & INCOME OPPORTUN

-12.40%

Shares236.5K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP DEL

-4.04%

Shares9.7K

Event2026-06-30

Filed2026-08-06

BLDR

BUILDERS FIRSTSOURCE INC

1.72%

Shares20.6K

Event2026-06-30

Filed2026-08-06

ASTS

AST SPACEMOBILE INC

36.85%

Shares20.3K

Event2026-06-30

Filed2026-08-06

URTH

ISHARES INC

-0.55%

Shares8.9K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

-2.39%

Shares17.2K

Event2026-06-30

Filed2026-08-06

GGG

GRACO INC

-1.55%

Shares23.6K

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB STRATEGIC TR

-8.06%

Shares57.0K

Event2026-06-30

Filed2026-08-06

QQQI

NEOS ETF TRUST

71.70%

Shares31.1K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

-2.47%

Shares16.4K

Event2026-06-30

Filed2026-08-06

BGB

BLACKSTONE STRATEGIC CRED 20

-2.41%

Shares153.6K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

New

Shares10.2K

Event2026-06-30

Filed2026-08-06

RITM

RITHM CAPITAL CORP

-3.30%

Shares184.0K

Event2026-06-30

Filed2026-08-06

NBIS

NEBIUS GROUP N.V.

-1.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

MHD

BLACKROCK MUNIHOLDINGS FD IN

-0.65%

Shares142.1K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

396.86%

Shares19.2K

Event2026-06-30

Filed2026-08-06

EVERSOURCE ENERGY

-1.07%

Shares23.3K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

0.44%

Shares16.4K

Event2026-06-30

Filed2026-08-06

CPRT

COPART INC

-2.24%

Shares59.3K

Event2026-06-30

Filed2026-08-06

JFR

NUVEEN FLOATING RATE INCOME

-3.40%

Shares216.8K

Event2026-06-30

Filed2026-08-06

NZF

NUVEEN MUN CR INCOME FD

-8.31%

Shares130.7K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.92%

Shares6.8K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

4.29%

Shares4.0K

Event2026-06-30

Filed2026-08-06

GPC

GENUINE PARTS CO

-1.11%

Shares13.8K

Event2026-06-30

Filed2026-08-06

JHI

HANCOCK JOHN INVS TR

-1.10%

Shares121.8K

Event2026-06-30

Filed2026-08-06

CET

CENTRAL SECS CORP

0.00%

Shares30.9K

Event2026-06-30

Filed2026-08-06

SRLN

SSGA ACTIVE ETF TR

-1.99%

Shares39.6K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares5.4K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-0.59%

Shares15.9K

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC

0.04%

Shares9.8K

Event2026-06-30

Filed2026-08-06

IBB

ISHARES TR

-2.47%

Shares8.2K

Event2026-06-30

Filed2026-08-06

LYB

LYONDELLBASELL INDUSTRIES NV

-7.12%

Shares29.4K

Event2026-06-30

Filed2026-08-06

DSM

BNY MELLON STRATEGIC MUN BD

New

Shares250.3K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

4.22%

Shares5.1K

Event2026-06-30

Filed2026-08-06

TIP

ISHARES TR

-12.60%

Shares14.0K

Event2026-06-30

Filed2026-08-06

KIO

KKR INCOME OPPORTUNITIES FD

-3.10%

Shares136.0K

Event2026-06-30

Filed2026-08-06

ICF

ISHARES TR

-2.67%

Shares22.4K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

-16.28%

Shares15.2K

Event2026-06-30

Filed2026-08-06

BLW

BLACKROCK LTD DURATION INCOM

-2.31%

Shares120.9K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

1.17%

Shares1.6K

Event2026-06-30

Filed2026-08-06

NIE

VIRTUS EQUITY & CONV INCM FD

-1.45%

Shares54.9K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-1.04%

Shares8.9K

Event2026-06-30

Filed2026-08-06

USXF

ISHARES TR

-0.03%

Shares21.0K

Event2026-06-30

Filed2026-08-06

LEN

LENNAR CORP

-16.04%

Shares16.1K

Event2026-06-30

Filed2026-08-06

IBMO

ISHARES TR

-4.52%

Shares56.6K

Event2026-06-30

Filed2026-08-06

IBMP

ISHARES TR

-0.04%

Shares56.6K

Event2026-06-30

Filed2026-08-06

VKQ

INVESCO MUNICIPAL TRUST

-2.06%

Shares142.8K

Event2026-06-30

Filed2026-08-06

ADOBE INC

-5.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

-1.36%

Shares17.6K

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP

New

Shares8.3K

Event2026-06-30

Filed2026-08-06

INSM

INSMED INC

-0.05%

Shares13.2K

Event2026-06-30

Filed2026-08-06

ROK

ROCKWELL AUTOMATION INC

0.79%

Shares2.8K

Event2026-06-30

Filed2026-08-06

ASGI

ABRDN GLOBAL INFRA INCOME FU

-0.48%

Shares59.2K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

-7.47%

Shares49.7K

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP NEW

-7.34%

Shares55.9K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

2.13%

Shares6.7K

Event2026-06-30

Filed2026-08-06

IBMQ

ISHARES TR

-0.72%

Shares52.6K

Event2026-06-30

Filed2026-08-06

TER

TERADYNE INC

2.22%

Shares2.7K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

-1.20%

Shares17.2K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

-1.13%

Shares11.9K

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD SCOTTSDALE FDS

131.41%

Shares15.2K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

15.24%

Shares4.2K

Event2026-06-30

Filed2026-08-06

CCI

CROWN CASTLE INC

-3.10%

Shares16.6K

Event2026-06-30

Filed2026-08-06

PID

INVESCO EXCHANGE TRADED FD T

-0.23%

Shares55.7K

Event2026-06-30

Filed2026-08-06

ADX

ADAMS DIVERSIFIED EQUITY FD

New

Shares47.6K

Event2026-06-30

Filed2026-08-06

RJF

RAYMOND JAMES FINL INC

3.26%

Shares7.9K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

5.97%

Shares11.6K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

New

Shares3.6K

Event2026-06-30

Filed2026-08-06

OMC

OMNICOM GROUP INC

-10.83%

Shares16.4K

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD INDEX FDS

2.02%

Shares4.8K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

44.28%

Shares3.9K

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP

New

Shares4.9K

Event2026-06-30

Filed2026-08-06

NMCO

NUVEEN MUN CR OPPORTUNITIES

-7.59%

Shares107.4K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

-5.03%

Shares21.8K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

New

Shares9.3K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

14.68%

Shares22.0K

Event2026-06-30

Filed2026-08-06

PPG

PPG INDS INC

-0.44%

Shares9.5K

Event2026-06-30

Filed2026-08-06

XLB

SELECT SECTOR SPDR TR

-1.63%

Shares22.5K

Event2026-06-30

Filed2026-08-06

VANECK ETF TRUST

-6.86%

Shares15.1K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

4.65%

Shares8.3K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

2.86%

Shares2.2K

Event2026-06-30

Filed2026-08-06

ACP

ABRDN INCOME CREDIT STRATEGI

New

Shares217.7K

Event2026-06-30

Filed2026-08-06

BBY

BEST BUY INC

New

Shares14.9K

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

5.14%

Shares8.8K

Event2026-06-30

Filed2026-08-06

LDP

COHEN & STEERS LTD DURATION

-5.19%

Shares52.8K

Event2026-06-30

Filed2026-08-06

VTR

VENTAS INC

0.78%

Shares12.5K

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

9.01%

Shares5.1K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

7.44%

Shares33.0K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

8.99%

Shares1.7K

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

14.58%

Shares4.4K

Event2026-06-30

Filed2026-08-06

MFM

ABERDEEN MUN INCOME FD

80.39%

Shares192.6K

Event2026-06-30

Filed2026-08-06

NVG

NUVEEN AMT FREE MUN CR INC F

-1.67%

Shares83.4K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

14.23%

Shares12.1K

Event2026-06-30

Filed2026-08-06

IBMR

ISHARES TR

New

Shares41.9K

Event2026-06-30

Filed2026-08-06

NLY

ANNALY CAPITAL MANAGEMENT IN

New

Shares47.5K

Event2026-06-30

Filed2026-08-06

ISRG

INTUITIVE SURGICAL INC

-9.15%

Shares2.7K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

5.66%

Shares7.0K

Event2026-06-30

Filed2026-08-06

SAMT

ADVISORS INNER CIRCLE FD III

New

Shares21.9K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

-2.59%

Shares12.2K

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares14.9K

Event2026-06-30

Filed2026-08-06

PRF

INVESCO EXCHANGE TRADED FD T

-0.55%

Shares18.9K

Event2026-06-30

Filed2026-08-06

EMF

TEMPLETON EMERGING MKTS FD

-5.39%

Shares43.9K

Event2026-06-30

Filed2026-08-06

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

-3.89%

Shares98.8K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

-0.55%

Shares11.1K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

6.24%

Shares3.2K

Event2026-06-30

Filed2026-08-06

DVN

DEVON ENERGY CORP NEW

446.22%

Shares24.5K

Event2026-06-30

Filed2026-08-06

IGM

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

VIGI

VANGUARD WHITEHALL FDS

-12.03%

Shares10.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

301.46%

Shares12.3K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

-0.17%

Shares8.9K

Event2026-06-30

Filed2026-08-06

BKNG

BOOKING HOLDINGS INC

2309.17%

Shares5.5K

Event2026-06-30

Filed2026-08-06

ZOETIS INC

-10.35%

Shares13.7K

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

2.24%

Shares12.6K

Event2026-06-30

Filed2026-08-06

HSY

HERSHEY CO

-14.47%

Shares5.6K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

12.25%

Shares3.9K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

-1.67%

Shares11.8K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

2.45%

Shares1.8K

Event2026-06-30

Filed2026-08-06

ETR

ENTERGY CORP NEW

0.17%

Shares8.2K

Event2026-06-30

Filed2026-08-06

IWC

ISHARES TR

-1.34%

Shares4.7K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

-3.88%

Shares3.0K

Event2026-06-30

Filed2026-08-06

TAN

INVESCO EXCH TRADED FD TR II

1.97%

Shares15.7K

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

-4.00%

Shares17.7K

Event2026-06-30

Filed2026-08-06

RNP

COHEN & STEERS REIT & PFD &

-3.69%

Shares45.5K

Event2026-06-30

Filed2026-08-06

DFUV

DIMENSIONAL ETF TRUST

-0.18%

Shares16.8K

Event2026-06-30

Filed2026-08-06

GWW

WW GRAINGER INC

3.52%

Shares677

Event2026-06-30

Filed2026-08-06

PKG

PACKAGING CORP AMER

0.05%

Shares3.9K

Event2026-06-30

Filed2026-08-06

IYC

ISHARES TR

-0.10%

Shares9.1K

Event2026-06-30

Filed2026-08-06

REGIONS FINANCIAL CORP NEW

-3.88%

Shares30.0K

Event2026-06-30

Filed2026-08-06

FORD MTR CO

0.41%

Shares65.1K

Event2026-06-30

Filed2026-08-06

HYT

BLACKROCK CORPOR HI YLD FD I

-0.67%

Shares104.7K

Event2026-06-30

Filed2026-08-06

HYI

WESTERN ASSET HIGH YIELD OPP

-7.65%

Shares83.8K

Event2026-06-30

Filed2026-08-06

MOO

VANECK ETF TRUST

-0.90%

Shares11.0K

Event2026-06-30

Filed2026-08-06

DTE

DTE ENERGY CO

0.19%

Shares5.7K

Event2026-06-30

Filed2026-08-06

SNOWFLAKE INC

2.43%

Shares3.4K

Event2026-06-30

Filed2026-08-06

RAAX

VANECK ETF TRUST

-0.46%

Shares21.8K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

-0.34%

Shares877

Event2026-06-30

Filed2026-08-06

PFF

ISHARES TR

-3.93%

Shares28.1K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

44.98%

Shares8.9K

Event2026-06-30

Filed2026-08-06

MSI

MOTOROLA SOLUTIONS INC

-1.01%

Shares2.1K

Event2026-06-30

Filed2026-08-06

IBMS

ISHARES TR

-1.29%

Shares32.6K

Event2026-06-30

Filed2026-08-06

QNITY ELECTRONICS INC

-2.67%

Shares5.1K

Event2026-06-30

Filed2026-08-06

AMT

AMERICAN TOWER CORP

18.30%

Shares5.0K

Event2026-06-30

Filed2026-08-06

REGL

PROSHARES TR

-7.85%

Shares9.0K

Event2026-06-30

Filed2026-08-06

UDOW

PROSHARES TR

0.00%

Shares11.7K

Event2026-06-30

Filed2026-08-06

QLTI

GMO ETF TRUST

New

Shares30.1K

Event2026-06-30

Filed2026-08-06

SWKS

SKYWORKS SOLUTIONS INC

-38.11%

Shares11.9K

Event2026-06-30

Filed2026-08-06

SBR

SABINE RTY TR

-9.14%

Shares11.0K

Event2026-06-30

Filed2026-08-06

IDU

ISHARES TR

-0.28%

Shares7.0K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

New

Shares353

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

2.10%

Shares9.6K

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTL INC

5.89%

Shares13.8K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

-4.62%

Shares13.2K

Event2026-06-30

Filed2026-08-06

SPYG

SPDR SERIES TRUST

-17.57%

Shares6.7K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

-14.85%

Shares10.1K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

19.63%

Shares1.2K

Event2026-06-30

Filed2026-08-06

BRO

BROWN & BROWN INC

-5.19%

Shares12.3K

Event2026-06-30

Filed2026-08-06

ARCH CAP GROUP LTD

0.45%

Shares8.1K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

-6.00%

Shares8.5K

Event2026-06-30

Filed2026-08-06

FAN

FIRST TR EXCHANGE-TRADED FD

2.11%

Shares31.4K

Event2026-06-30

Filed2026-08-06

PAYX

PAYCHEX INC

-2.85%

Shares8.0K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

-0.03%

Shares3.2K

Event2026-06-30

Filed2026-08-06

AFB

ALLIANCEBERNSTEIN NATL MUN I

-0.58%

Shares68.4K

Event2026-06-30

Filed2026-08-06

DGX

QUEST DIAGNOSTICS INC

22.24%

Shares3.7K

Event2026-06-30

Filed2026-08-06

PMO

PUTNAM MUN OPPORTUNITIES TR

-0.61%

Shares73.5K

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

7.87%

Shares1.1K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

-2.10%

Shares9.2K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

-3.73%

Shares21.2K

Event2026-06-30

Filed2026-08-06

EFX

EQUIFAX INC

-17.20%

Shares4.8K

Event2026-06-30

Filed2026-08-06

SPG

SIMON PPTY GROUP INC NEW

5.91%

Shares3.4K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

-19.37%

Shares1.7K

Event2026-06-30

Filed2026-08-06

WBD

WARNER BROS DISCOVERY INC

-10.66%

Shares28.2K

Event2026-06-30

Filed2026-08-06

AON

AON PLC

-0.04%

Shares2.3K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares1

Event2026-06-30

Filed2026-08-06

KEYS

KEYSIGHT TECHNOLOGIES INC

-3.15%

Shares2.1K

Event2026-06-30

Filed2026-08-06

CAPE

DOUBLELINE ETF TRUST

-64.02%

Shares22.7K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

-11.84%

Shares1.5K

Event2026-06-30

Filed2026-08-06

FPF

FIRST TR INTER DURATN PFD &

0.00%

Shares39.7K

Event2026-06-30

Filed2026-08-06

IBTJ

ISHARES TR

0.12%

Shares33.3K

Event2026-06-30

Filed2026-08-06

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares8.7K

Event2026-06-30

Filed2026-08-06

ACWI

ISHARES TR

-12.26%

Shares4.5K

Event2026-06-30

Filed2026-08-06

BHK

BLACKROCK CORE BD TR

New

Shares77.6K

Event2026-06-30

Filed2026-08-06

FNDA

SCHWAB STRATEGIC TR

-4.92%

Shares18.6K

Event2026-06-30

Filed2026-08-06

AXON

AXON ENTERPRISE INC

29.76%

Shares1.3K

Event2026-06-30

Filed2026-08-06

FTNT

FORTINET INC

New

Shares4.6K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

19.90%

Shares3.1K

Event2026-06-30

Filed2026-08-06

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares15.2K

Event2026-06-30

Filed2026-08-06

FENY

FIDELITY COVINGTON TRUST

0.42%

Shares23.4K

Event2026-06-30

Filed2026-08-06

SRE

SEMPRA

-0.68%

Shares7.5K

Event2026-06-30

Filed2026-08-06

SCJ

ISHARES INC

New

Shares6.5K

Event2026-06-30

Filed2026-08-06

PCAR

PACCAR INC

-6.20%

Shares5.6K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-06

HDV

ISHARES TR

458.46%

Shares24.5K

Event2026-06-30

Filed2026-08-06

OZK

BANK OZK LITTLE ROCK ARK

-2.98%

Shares12.8K

Event2026-06-30

Filed2026-08-06

REM

ISHARES TR

-1.08%

Shares30.1K

Event2026-06-30

Filed2026-08-06

AUPH

AURINIA PHARMACEUTICALS INC

0.49%

Shares39.1K

Event2026-06-30

Filed2026-08-06

CORTEVA INC

-6.02%

Shares7.7K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

-11.84%

Shares3.8K

Event2026-06-30

Filed2026-08-06

IHE

ISHARES TR

16.11%

Shares6.4K

Event2026-06-30

Filed2026-08-06

PFG

PRINCIPAL FINANCIAL GROUP IN

New

Shares5.9K

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES TR

0.03%

Shares3.8K

Event2026-06-30

Filed2026-08-06

KROGER CO

-5.09%

Shares11.3K

Event2026-06-30

Filed2026-08-06

DOMINOS PIZZA INC

-11.43%

Shares2.1K

Event2026-06-30

Filed2026-08-06

PRU

PRUDENTIAL FINL INC

5.57%

Shares5.8K

Event2026-06-30

Filed2026-08-06

JOHNSON CONTROLS INTERNATION

8.39%

Shares4.2K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

-1.02%

Shares5.2K

Event2026-06-30

Filed2026-08-06

BSCS

INVESCO EXCH TRD SLF IDX FD

1.75%

Shares30.1K

Event2026-06-30

Filed2026-08-06

IJJ

ISHARES TR

-0.12%

Shares4.1K

Event2026-06-30

Filed2026-08-06

THE CIGNA GROUP

-3.91%

Shares2.2K

Event2026-06-30

Filed2026-08-06

COR

CENCORA INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

VRTX

VERTEX PHARMACEUTICALS INC

-7.37%

Shares1.2K

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

2.35%

Shares11.1K

Event2026-06-30

Filed2026-08-06

BIB

PROSHARES TR

-0.83%

Shares5.9K

Event2026-06-30

Filed2026-08-06

ACUITY INC

9.02%

Shares1.6K

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS CO

10.69%

Shares1.7K

Event2026-06-30

Filed2026-08-06

IYY

ISHARES TR

0.03%

Shares3.3K

Event2026-06-30

Filed2026-08-06

VDC

VANGUARD WORLD FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

EWJV

ISHARES TR

New

Shares13.5K

Event2026-06-30

Filed2026-08-06

EBAY

EBAY INC.

-17.68%

Shares5.3K

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

-3.77%

Shares2.1K

Event2026-06-30

Filed2026-08-06

BTI

BRITISH AMERN TOB PLC

4.52%

Shares9.5K

Event2026-06-30

Filed2026-08-06

ERC

ALLSPRING MULTI SECTOR INCOM

22.71%

Shares63.3K

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INC

-12.64%

Shares1.4K

Event2026-06-30

Filed2026-08-06

AXTI

AXT INC

11.51%

Shares8.0K

Event2026-06-30

Filed2026-08-06

MPLX

MPLX LP

-6.62%

Shares10.3K

Event2026-06-30

Filed2026-08-06

PXF

INVESCO EXCH TRADED FD TR II

-3.92%

Shares7.6K

Event2026-06-30

Filed2026-08-06

VOX

VANGUARD WORLD FD

-0.10%

Shares3.1K

Event2026-06-30

Filed2026-08-06

PRFZ

INVESCO EXCHANGE TRADED FD T

-1.64%

Shares10.2K

Event2026-06-30

Filed2026-08-06

BSCR

INVESCO EXCH TRD SLF IDX FD

1.16%

Shares29.0K

Event2026-06-30

Filed2026-08-06

MAA

MID-AMER APT CMNTYS INC

-1.26%

Shares4.1K

Event2026-06-30

Filed2026-08-06

ROYAL CARIBBEAN GROUP

-0.50%

Shares1.8K

Event2026-06-30

Filed2026-08-06

MFIC

MIDCAP FINANCIAL INVSTMNT CO

-3.53%

Shares55.3K

Event2026-06-30

Filed2026-08-06

NXP

NUVEEN SELECT TAX-FREE INCOM

-10.17%

Shares38.9K

Event2026-06-30

Filed2026-08-06

EVN

EATON VANCE MUN INCOME TR

-6.00%

Shares49.5K

Event2026-06-30

Filed2026-08-06

ESGV

VANGUARD WORLD FD

-14.74%

Shares4.2K

Event2026-06-30

Filed2026-08-06

PDI

PIMCO DYNAMIC INCOME FD

198.87%

Shares33.1K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD INDEX FDS

-6.05%

Shares1.5K

Event2026-06-30

Filed2026-08-06

APPLOVIN CORP

14.85%

Shares1.1K

Event2026-06-30

Filed2026-08-06

ARES CAPITAL CORP

1.50%

Shares29.6K

Event2026-06-30

Filed2026-08-06

GENERAL MTRS CO

7.47%

Shares7.1K

Event2026-06-30

Filed2026-08-06

FTEC

FIDELITY COVINGTON TRUST

-2.69%

Shares1.9K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

56.91%

Shares3.5K

Event2026-06-30

Filed2026-08-06

BP PLC

New

Shares14.7K

Event2026-06-30

Filed2026-08-06

XEL

XCEL ENERGY INC

8.25%

Shares6.8K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

PYPL

PAYPAL HLDGS INC

0.68%

Shares12.5K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

PNW Call CallPINNACLE WEST CAP CORP54.8K sharesnew addition2026-06-302026-08-06

SCHG Call CallSCHWAB STRATEGIC TR62.0K sharesnew addition2026-06-302026-08-06

IRT Call CallINDEPENDENCE RLTY TR INC10.6K sharesnew addition2026-06-302026-08-06

PNW Call

PINNACLE WEST CAP CORP

New

Shares54.8K

Event2026-06-30

Filed2026-08-06

SCHG Call

SCHWAB STRATEGIC TR

New

Shares62.0K

Event2026-06-30

Filed2026-08-06

IRT Call

INDEPENDENCE RLTY TR INC

New

Shares10.6K

Event2026-06-30

Filed2026-08-06

Put Option Holdings

No put option holdings data available