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The Analysis of FLAGSHIP WEALTH ADVISORS, LLC's Holdings & P&L

Currently, FLAGSHIP WEALTH ADVISORS, LLC holds 484 types of securities in its portfolio with a total value $446.7M. In the most recent quarter, they have increased their positions in VUG (+290.3K shares, valued at $25.0M), EPS (+157.1K shares, valued at $12.2M), QQQ (+11.7K shares, valued at $8.6M); decreased their positions in SCHD (-217.1K shares, valued at $6.9M), VGLT (-41.7K shares, valued at $2.3M), FDRR (-6.7K shares, valued at $434.6K); initiated new positions in FENI (+128.7K shares, valued at $5.2M), VTEB (+84.0K shares, valued at $4.2M), SGOV (+34.9K shares, valued at $3.5M).

1M P&L

+1.8M+0.44%

3M P&L

-10.4M-2.46%

HY P&L

-147.2M-26.20%

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/A345.0M

83.8%

2Semiconductors12.9M

3.1%

3Consumer Electronics7.3M

1.8%

Top Industries by Stock Count

1N/A164 stocks

37.9%

2Banks - Regional20 stocks

4.6%

3Semiconductors13 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR47.4K shares32.61%2026-06-302026-07-27

VUG VANGUARD INDEX FDS332.3K shares690.46%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS129.1K shares23.45%2026-06-302026-07-27

FDVV FIDELITY COVINGTON TRUST310.9K shares83.87%2026-06-302026-07-27

EPS WISDOMTREE TR234.0K shares204.42%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T23.4K shares18.38%2026-06-302026-07-27

VTV VANGUARD INDEX FDS59.0K shares16.42%2026-06-302026-07-27

FELC FIDELITY COVINGTON TRUST305.7K shares139.33%2026-06-302026-07-27

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T71.3K shares42.70%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR349.5K shares200.74%2026-06-302026-07-27

BKIE BNY MELLON ETF TRUST116.6K shares173.45%2026-06-302026-07-27

VOO VANGUARD INDEX FDS15.8K shares138.20%2026-06-302026-07-27

NVDA NVIDIA CORPORATION50.5K shares41.35%2026-06-302026-07-27

DGRO ISHARES TR115.1K shares43.16%2026-06-302026-07-27

XLG INVESCO EXCHANGE TRADED FD T135.6K shares176.29%2026-06-302026-07-27

DGRW WISDOMTREE TR86.4K shares34.24%2026-06-302026-07-27

Sponsored

MGC VANGUARD WORLD FD28.2K shares41.67%2026-06-302026-07-27

FELG FIDELITY COVINGTON TRUST172.1K shares37.65%2026-06-302026-07-27

IVW ISHARES TR52.9K shares54.92%2026-06-302026-07-27

AAPL APPLE INC25.1K shares98.88%2026-06-302026-07-27

VOOV VANGUARD ADMIRAL FDS INC31.2K shares86.99%2026-06-302026-07-27

TSLA TESLA INC16.1K shares458.14%2026-06-302026-07-27

GLD SPDR GOLD TR14.7K shares10.84%2026-06-302026-07-27

VOOG VANGUARD ADMIRAL FDS INC65.6K shares555.24%2026-06-302026-07-27

Sponsored

TGRT T ROWE PRICE EXCHANGE-TRADED113.5K shares25.73%2026-06-302026-07-27

FENI FIDELITY COVINGTON TRUST128.7K sharesnew addition2026-06-302026-07-27

DLN WISDOMTREE TR51.8K shares256.56%2026-06-302026-07-27

SMH VANECK ETF TRUST7.1K shares85.43%2026-06-302026-07-27

VTEB VANGUARD MUN BD FDS84.0K sharesnew addition2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR123.9K shares-63.67%2026-06-302026-07-27

VONG VANGUARD SCOTTSDALE FDS30.1K shares1107.90%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL7.4K shares61.61%2026-06-302026-07-27

Sponsored

EFA ISHARES TR35.0K shares23.86%2026-06-302026-07-27

SGOV ISHARES TR34.9K sharesnew addition2026-06-302026-07-27

JPEF J P MORGAN EXCHANGE TRADED F37.6K shares0.66%2026-06-302026-07-27

IVE ISHARES TR12.5K shares32.59%2026-06-302026-07-27

MGV VANGUARD WORLD FD14.4K shares82.78%2026-06-302026-07-27

QGRW WISDOMTREE TR34.1K sharesnew addition2026-06-302026-07-27

MSFT MICROSOFT CORP5.7K shares80.32%2026-06-302026-07-27

VGT VANGUARD WORLD FD17.7K shares1674.40%2026-06-302026-07-27

Sponsored

AMZN AMAZON COM INC8.9K shares83.93%2026-06-302026-07-27

GOOG ALPHABET INC5.5K shares16.44%2026-06-302026-07-27

GOOGL ALPHABET INC5.3K shares52.49%2026-06-302026-07-27

VGLT VANGUARD SCOTTSDALE FDS32.5K shares-56.19%2026-06-302026-07-27

LLY ELI LILLY & CO1.5K shares18.11%2026-06-302026-07-27

VGSH VANGUARD SCOTTSDALE FDS29.0K shares16.07%2026-06-302026-07-27

VB VANGUARD INDEX FDS5.2K shares27.76%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T7.3K shares1203.77%2026-06-302026-07-27

Sponsored

DVY ISHARES TR9.3K shares11.50%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.4K shares21.53%2026-06-302026-07-27

FFLC FIDELITY COVINGTON TRUST23.2K shares25.65%2026-06-302026-07-27

ABBVIE INC ABBVIE INC5.0K shares77.00%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC2.2K shares108.80%2026-06-302026-07-27

CVX CHEVRON CORPORATION7.4K shares25.15%2026-06-302026-07-27

SPMO INVESCO EXCH TRADED FD TR II7.3K sharesnew addition2026-06-302026-07-27

ISHARES TR ISHARES TR1.5K shares-1.43%2026-06-302026-07-27

Sponsored

NLR VANECK ETF TRUST9.6K shares520.97%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC1.5K sharesnew addition2026-06-302026-07-27

BAC BANK OF AMER CORP19.3K shares103.09%2026-06-302026-07-27

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.4K shares161.58%2026-06-302026-07-27

FNDF SCHWAB STRATEGIC TR20.4K sharesnew addition2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS4.5K shares4.20%2026-06-302026-07-27

FDRR FIDELITY COVINGTON TRUST16.3K shares-29.17%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.0K shares236.89%2026-06-302026-07-27

Sponsored

XLK SELECT SECTOR SPDR TR5.3K shares175.31%2026-06-302026-07-27

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP5.7K sharesnew addition2026-06-302026-07-27

PYLD PIMCO ETF TR36.8K sharesnew addition2026-06-302026-07-27

INTC INTEL CORP6.2K shares6102.00%2026-06-302026-07-27

QUANTA SVCS INC QUANTA SVCS INC1.1K shares7.12%2026-06-302026-07-27

SPHQ INVESCO EXCHANGE TRADED FD T8.9K shares0.00%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION4.2K shares301.54%2026-06-302026-07-27

FVAL FIDELITY COVINGTON TRUST10.1K sharesnew addition2026-06-302026-07-27

Sponsored

NETFLIX INC. NETFLIX INC.11.0K shares1571.67%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS2.8K shares14.56%2026-06-302026-07-27

TCAF T ROWE PRICE EXCHANGE-TRADED16.6K shares0.00%2026-06-302026-07-27

OKE ONEOK INC NEW7.7K shares9.26%2026-06-302026-07-27

TJX TJX COS INC NEW4.4K shares49.49%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.5K sharesnew addition2026-06-302026-07-27

GE GE AEROSPACE1.7K shares27.76%2026-06-302026-07-27

SOXX ISHARES TR1.0K shares190.75%2026-06-302026-07-27

Sponsored

VPU VANGUARD WORLD FD3.3K shares-19.45%2026-06-302026-07-27

GARP ISHARES TR7.5K shares0.00%2026-06-302026-07-27

PVAL PUTNAM ETF TRUST12.0K sharesnew addition2026-06-302026-07-27

MGK VANGUARD WORLD FD6.9K sharesnew addition2026-06-302026-07-27

FEZ SPDR INDEX SHS FDS8.8K shares1150.21%2026-06-302026-07-27

GEV GE VERNOVA INC508 shares55.35%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC515 sharesnew addition2026-06-302026-07-27

VISA INC VISA INC1.7K sharesnew addition2026-06-302026-07-27

Sponsored

CSX CSX CORP11.9K shares0.00%2026-06-302026-07-27

VFMO VANGUARD WELLINGTON FD2.3K shares0.00%2026-06-302026-07-27

RING ISHARES INC8.7K sharesnew addition2026-06-302026-07-27

PG PROCTER & GAMBLE CO3.8K shares0.00%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON2.1K shares8.58%2026-06-302026-07-27

FNDX SCHWAB STRATEGIC TR16.4K sharesnew addition2026-06-302026-07-27

KLAC KLA CORP1.7K shares900.00%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC1.6K sharesnew addition2026-06-302026-07-27

Sponsored

VV VANGUARD INDEX FDS1.4K shares86.13%2026-06-302026-07-27

NSC NORFOLK SOUTHN CORP1.5K shares42.86%2026-06-302026-07-27

HDV ISHARES TR16.8K shares407.43%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC5.2K shares3.18%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION475 shares33.80%2026-06-302026-07-27

WMT WALMART INC3.9K shares106.77%2026-06-302026-07-27

CGCV CAPITAL GROUP CONSERVATIVE E13.3K sharesnew addition2026-06-302026-07-27

PEP PEPSICO INC3.2K shares3.46%2026-06-302026-07-27

Sponsored

EMR EMERSON ELEC CO3.0K shares17.80%2026-06-302026-07-27

WASTE MGMT INC DEL WASTE MGMT INC DEL1.9K shares8.96%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC1.3K shares838.06%2026-06-302026-07-27

IWM ISHARES TR1.4K shares13.47%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO7.3K shares10.94%2026-06-302026-07-27

BX BLACKSTONE INC3.4K shares126.41%2026-06-302026-07-27

MSI MOTOROLA SOLUTIONS INC921 shares0.00%2026-06-302026-07-27

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.2K shares1.23%2026-06-302026-07-27

Sponsored

PFE PFIZER INC15.2K shares-3.95%2026-06-302026-07-27

ADI ANALOG DEVICES INC917 sharesnew addition2026-06-302026-07-27

JQUA J P MORGAN EXCHANGE TRADED F5.0K sharesnew addition2026-06-302026-07-27

AXP AMERICAN EXPRESS CO975 shares90.80%2026-06-302026-07-27

PFGC PERFORMANCE FOOD GROUP CO3.0K shares-1.67%2026-06-302026-07-27

TMO THERMO FISHER SCIENTIFIC INC656 shares0.00%2026-06-302026-07-27

ALL ALLSTATE CORP1.4K shares-8.24%2026-06-302026-07-27

CGMS CAPITAL GRP FIXED INCM ETF T11.5K sharesnew addition2026-06-302026-07-27

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.4K shares13.63%2026-06-302026-07-27

TCHP T ROWE PRICE EXCHANGE-TRADED6.0K sharesnew addition2026-06-302026-07-27

VLU SPDR SERIES TRUST1.2K sharesnew addition2026-06-302026-07-27

KO COCA COLA CO3.6K shares5.06%2026-06-302026-07-27

IYW ISHARES TR1.1K sharesnew addition2026-06-302026-07-27

IAU ISHARES GOLD TR3.8K shares29.45%2026-06-302026-07-27

HD HOME DEPOT INC812 shares61.11%2026-06-302026-07-27

IDEV ISHARES TR3.1K shares-36.37%2026-06-302026-07-27

Sponsored

GWW WW GRAINGER INC200 shares0.00%2026-06-302026-07-27

FIVA FIDELITY COVINGTON TRUST7.0K sharesnew addition2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC448 shares460.00%2026-06-302026-07-27

CGIC CAPITAL GROUP INTERNATIONAL7.1K sharesnew addition2026-06-302026-07-27

MTB M & T BK CORP1.1K sharesnew addition2026-06-302026-07-27

BA BOEING CO1.2K shares74.18%2026-06-302026-07-27

WFC WELLS FARGO & CO3.1K shares19.56%2026-06-302026-07-27

ED CONSOLIDATED EDISON INC2.2K shares0.00%2026-06-302026-07-27

Sponsored

LHX L3HARRIS TECHNOLOGIES INC821 shares131.27%2026-06-302026-07-27

COF CAPITAL ONE FINL CORP1.2K shares23.49%2026-06-302026-07-27

ARK ETF TR ARK ETF TR1.8K sharesnew addition2026-06-302026-07-27

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.1K shares100.00%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP444 shares-16.07%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC1.2K shares3.67%2026-06-302026-07-27

DIS DISNEY WALT CO2.3K shares294.01%2026-06-302026-07-27

T AT&T INC10.7K shares-3.80%2026-06-302026-07-27

Sponsored

SHW SHERWIN WILLIAMS CO625 shares0.00%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC1.8K shares0.00%2026-06-302026-07-27

MRK MERCK & CO INC1.7K shares137.77%2026-06-302026-07-27

XLY SELECT SECTOR SPDR TR1.8K shares248.56%2026-06-302026-07-27

3M CO 3M CO1.3K shares4.10%2026-06-302026-07-27

COWZ PACER FDS TR3.3K shares0.00%2026-06-302026-07-27

ASTRAZENECA PLC ASTRAZENECA PLC1.1K sharesnew addition2026-06-302026-07-27

ORACLE CORP ORACLE CORP1.4K shares131.93%2026-06-302026-07-27

Sponsored

XLE SELECT SECTOR SPDR TR3.7K shares104.79%2026-06-302026-07-27

NUE NUCOR CORP886 shares9.65%2026-06-302026-07-27

ABT ABBOTT LABORATORIES2.2K shares208.57%2026-06-302026-07-27

YUM YUM BRANDS INC1.2K shares0.00%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC4.6K shares7.86%2026-06-302026-07-27

B BARRICK MNG CORP5.1K sharesnew addition2026-06-302026-07-27

CF CF INDUSTRIES HOLD1.7K shares0.00%2026-06-302026-07-27

MS MORGAN STANLEY896 shares126.26%2026-06-302026-07-27

Sponsored

MCD MCDONALDS CORP672 shares0.00%2026-06-302026-07-27

SUSA ISHARES TR1.2K shares50.70%2026-06-302026-07-27

IWF ISHARES TR1.4K shares2976.60%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC170 shares-61.45%2026-06-302026-07-27

LOW LOWES COS INC770 shares0.00%2026-06-302026-07-27

VO VANGUARD INDEX FDS2.1K sharesnew addition2026-06-302026-07-27

INDB INDEPENDENT BK CORP MASS2.0K sharesnew addition2026-06-302026-07-27

FREEPORT MCMORAN INC FREEPORT MCMORAN INC2.5K shares327.02%2026-06-302026-07-27

Sponsored

IWD ISHARES TR642 shares348.95%2026-06-302026-07-27

HIFS HINGHAM INSTN SVGS MASS500 sharesnew addition2026-06-302026-07-27

WELL WELLTOWER INC675 shares-5.59%2026-06-302026-07-27

ILCV ISHARES TR1.5K shares0.00%2026-06-302026-07-27

PAVE GLOBAL X FDS2.5K shares0.00%2026-06-302026-07-27

ISHARES TR ISHARES TR1.5K shares0.00%2026-06-302026-07-27

UBER UBER TECHNOLOGIES INC2.0K shares1.77%2026-06-302026-07-27

IWN ISHARES TR647 shares0.00%2026-06-302026-07-27

Sponsored

UNP UNION PAC CORP526 shares0.00%2026-06-302026-07-27

BLK BLACKROCK INC147 shares0.00%2026-06-302026-07-27

AFL AFLAC INC1.2K shares0.00%2026-06-302026-07-27

PIZ INVESCO EXCH TRADED FD TR II2.5K sharesnew addition2026-06-302026-07-27

PEG PUBLIC SVC ENTERPRISE GROUP1.7K shares0.00%2026-06-302026-07-27

VAW VANGUARD WORLD FD602 shares-3.37%2026-06-302026-07-27

CGCB CAPITAL GRP FIXED INCM ETF T5.2K sharesnew addition2026-06-302026-07-27

COP CONOCOPHILLIPS1.3K shares44.44%2026-06-302026-07-27

Sponsored

DRI DARDEN RESTAURANTS INC638 shares0.00%2026-06-302026-07-27

VLO VALERO ENERGY CORP499 shares0.00%2026-06-302026-07-27

NEM NEWMONT CORP1.4K sharesnew addition2026-06-302026-07-27

QUAL ISHARES TR578 shares0.00%2026-06-302026-07-27

SPYX SPDR SERIES TRUST2.1K shares2.02%2026-06-302026-07-27

MCK MCKESSON CORP164 shares0.00%2026-06-302026-07-27

CME CME GROUP INC500 sharesnew addition2026-06-302026-07-27

DTE DTE ENERGY CO721 shares38.39%2026-06-302026-07-27

Sponsored

EBAY EBAY INC.981 shares0.00%2026-06-302026-07-27

XLRE SELECT SECTOR SPDR TR2.5K shares5.78%2026-06-302026-07-27

SCHV SCHWAB STRATEGIC TR3.1K sharesnew addition2026-06-302026-07-27

GIS GENERAL MILLS INC3.1K shares0.00%2026-06-302026-07-27

IWR ISHARES TR981 shares800.00%2026-06-302026-07-27

HONEYWELL INTL INC HONEYWELL INTL INC480 sharesnew addition2026-06-302026-07-27

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC480 sharesnew addition2026-06-302026-07-27

AVBC AVIDIA BANCORP INC5.0K sharesnew addition2026-06-302026-07-27

Sponsored

ES EVERSOURCE ENERGY1.4K shares0.00%2026-06-302026-07-27

XEL XCEL ENERGY INC1.3K shares123.46%2026-06-302026-07-27

RKLB ROCKET LAB CORP1.0K sharesnew addition2026-06-302026-07-27

XLI SELECT SECTOR SPDR TR544 shares-7.01%2026-06-302026-07-27

CRM SALESFORCE INC625 shares7712.50%2026-06-302026-07-27

IJR ISHARES TR660 shares3.94%2026-06-302026-07-27

VOT VANGUARD INDEX FDS309 shares4.75%2026-06-302026-07-27

GVIP GOLDMAN SACHS ETF TR500 sharesnew addition2026-06-302026-07-27

Sponsored

BROADCOM INC BROADCOM INC248 shares66.44%2026-06-302026-07-27

MO ALTRIA GROUP INC1.3K shares18.18%2026-06-302026-07-27

XLV SELECT SECTOR SPDR TR586 shares-4.09%2026-06-302026-07-27

RMBS RAMBUS INC DEL700 sharesnew addition2026-06-302026-07-27

BBT BEACON FINANCIAL CORP.3.0K sharesnew addition2026-06-302026-07-27

RONB BARON ETF TR3.7K sharesnew addition2026-06-302026-07-27

CGUS CAPITAL GROUP CORE EQUITY ET2.0K sharesnew addition2026-06-302026-07-27

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION610 shares1642.86%2026-06-302026-07-27

Sponsored

C CITIGROUP INC619 shares420.17%2026-06-302026-07-27

ICE INTERCONTINENTAL EXCHANGE IN700 sharesnew addition2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS232 shares24.06%2026-06-302026-07-27

AMERIPRISE FINL INC AMERIPRISE FINL INC185 shares131.25%2026-06-302026-07-27

PSX PHILLIPS 66500 shares0.00%2026-06-302026-07-27

ETN EATON CORP PLC195 shares8.33%2026-06-302026-07-27

AGNC INVT CORP AGNC INVT CORP7.5K sharesnew addition2026-06-302026-07-27

ASML ASML HLDG NV41 sharesnew addition2026-06-302026-07-27

Sponsored

WPM WHEATON PRECIOUS METALS CORP724 sharesnew addition2026-06-302026-07-27

IBN ICICI BANK LIMITED2.8K sharesnew addition2026-06-302026-07-27

IJH ISHARES TR1.0K shares0.00%2026-06-302026-07-27

PKB INVESCO EXCHANGE TRADED FD T700 sharesnew addition2026-06-302026-07-27

IXN ISHARES TR534 shares0.00%2026-06-302026-07-27

SOUTHERN CO SOUTHERN CO800 shares0.00%2026-06-302026-07-27

LDUR PIMCO ETF TR775 sharesnew addition2026-06-302026-07-27

CL COLGATE PALMOLIVE CO800 shares0.00%2026-06-302026-07-27

Sponsored

CALF PACER FDS TR1.4K shares0.00%2026-06-302026-07-27

VHT VANGUARD WORLD FD240 shares0.00%2026-06-302026-07-27

DUK DUKE ENERGY CORP NEW563 shares0.00%2026-06-302026-07-27

PBA PEMBINA PIPELINE CORP1.5K shares0.00%2026-06-302026-07-27

ENB ENBRIDGE INC1.3K shares0.00%2026-06-302026-07-27

HSY HERSHEY CO400 shares0.00%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX F837 sharesnew addition2026-06-302026-07-27

WEC WEC ENERGY GROUP INC600 shares0.00%2026-06-302026-07-27

Sponsored

MAR MARRIOTT INTL INC NEW189 shares0.00%2026-06-302026-07-27

HPE HEWLETT PACKARD ENTERPRISE C1.5K shares0.00%2026-06-302026-07-27

CGDV CAPITAL GROUP DIVIDEND VALUE1.4K sharesnew addition2026-06-302026-07-27

ALPS ETF TR ALPS ETF TR1.3K shares0.00%2026-06-302026-07-27

ESGU ISHARES TR411 shares-22.60%2026-06-302026-07-27

ROK ROCKWELL AUTOMATION INC133 shares0.00%2026-06-302026-07-27

TFC TRUIST FINL CORP1.3K shares36.11%2026-06-302026-07-27

VST VISTRA CORP408 sharesnew addition2026-06-302026-07-27

Sponsored

ISHARES TR ISHARES TR664 shares514.81%2026-06-302026-07-27

JPLD J P MORGAN EXCHANGE TRADED F1.2K shares-8.58%2026-06-302026-07-27

IFRA ISHARES TR1.0K sharesnew addition2026-06-302026-07-27

KBH KB HOME1.0K sharesnew addition2026-06-302026-07-27

DFUS DIMENSIONAL ETF TRUST739 sharesnew addition2026-06-302026-07-27

GSK PLC GSK PLC1.1K shares1.60%2026-06-302026-07-27

CARR CARRIER GLOBAL CORPORATION786 shares0.00%2026-06-302026-07-27

UL UNILEVER PLC952 shares-11.11%2026-06-302026-07-27

Sponsored

XLB SELECT SECTOR SPDR TR1.1K shares711.59%2026-06-302026-07-27

F FORD MTR CO4.1K shares58.71%2026-06-302026-07-27

AEP AMERICAN ELEC PWR CO INC402 shares67.50%2026-06-302026-07-27

BCE BCE INC2.5K shares0.00%2026-06-302026-07-27

CATH GLOBAL X FDS615 shares11.01%2026-06-302026-07-27

CRDO CREDO TECHNOLOGY GROUP HOLDI200 sharesnew addition2026-06-302026-07-27

VANECK ETF TRUST VANECK ETF TRUST716 shares358.97%2026-06-302026-07-27

DFIV DIMENSIONAL ETF TRUST994 sharesnew addition2026-06-302026-07-27

Sponsored

BOND PIMCO ETF TR573 sharesnew addition2026-06-302026-07-27

DOMINION ENERGY INC DOMINION ENERGY INC760 shares111.11%2026-06-302026-07-27

EOG EOG RES INC400 sharesnew addition2026-06-302026-07-27

STT STATE STR CORP301 sharesnew addition2026-06-302026-07-27

IYH ISHARES TR750 shares0.00%2026-06-302026-07-27

CGGO CAPITAL GROUP GBL GROWTH EQT1.2K sharesnew addition2026-06-302026-07-27

INDA ISHARES TR1.0K sharesnew addition2026-06-302026-07-27

NBTB NBT BANCORP INC1.0K sharesnew addition2026-06-302026-07-27

Sponsored

TT TRANE TECHNOLOGIES PLC100 shares0.00%2026-06-302026-07-27

VNQ VANGUARD INDEX FDS509 shares-35.24%2026-06-302026-07-27

VEGN ETF SER SOLUTIONS595 shares3.84%2026-06-302026-07-27

PPG PPG INDS INC400 shares0.00%2026-06-302026-07-27

TWLO TWILIO INC234 shares2240.00%2026-06-302026-07-27

MDLZ MONDELEZ INTL INC830 shares0.00%2026-06-302026-07-27

KEY KEYCORP2.0K sharesnew addition2026-06-302026-07-27

CFG CITIZENS FINL GROUP INC648 sharesnew addition2026-06-302026-07-27

Sponsored

JPST J P MORGAN EXCHANGE TRADED F897 shares-4.47%2026-06-302026-07-27

HWM HOWMET AEROSPACE INC166 sharesnew addition2026-06-302026-07-27

CMCSA COMCAST CORP NEW1.8K shares12.47%2026-06-302026-07-27

HIG HARTFORD INSURANCE GROUP INC332 shares0.00%2026-06-302026-07-27

KMB KIMBERLY-CLARK CORP400 shares0.00%2026-06-302026-07-27

O REALTY INCOME CORP693 shares0.00%2026-06-302026-07-27

CAT CATERPILLAR INC40 shares-45.21%2026-06-302026-07-27

SPG SIMON PPTY GROUP INC NEW184 shares0.00%2026-06-302026-07-27

Sponsored

GD GENERAL DYNAMICS CORP116 shares0.00%2026-06-302026-07-27

SYK STRYKER CORPORATION130 shares-43.48%2026-06-302026-07-27

WMB WILLIAMS COS INC550 sharesnew addition2026-06-302026-07-27

WBD WARNER BROS DISCOVERY INC1.5K shares0.00%2026-06-302026-07-27

COHR COHERENT CORP100 sharesnew addition2026-06-302026-07-27

MLPA GLOBAL X FDS741 shares0.00%2026-06-302026-07-27

XYL XYLEM INC332 shares0.00%2026-06-302026-07-27

GILD GILEAD SCIENCES INC309 shares3.34%2026-06-302026-07-27

Sponsored

CLX CLOROX CO DEL400 shares0.00%2026-06-302026-07-27

BP BP PLC1.0K shares11.31%2026-06-302026-07-27

RIO RIO TINTO PLC400 sharesnew addition2026-06-302026-07-27

SIL GLOBAL X FDS490 sharesnew addition2026-06-302026-07-27

ASTS AST SPACEMOBILE INC425 sharesnew addition2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR302 sharesnew addition2026-06-302026-07-27

CORTEVA INC CORTEVA INC444 shares0.00%2026-06-302026-07-27

ARES CAPITAL CORP ARES CAPITAL CORP2.0K sharesnew addition2026-06-302026-07-27

Sponsored

VALE VALE S A2.5K shares5243.48%2026-06-302026-07-27

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F723 sharesnew addition2026-06-302026-07-27

UGI UGI CORP NEW1.0K shares33.97%2026-06-302026-07-27

CVS CVS HEALTH CORP348 shares0.00%2026-06-302026-07-27

MET METLIFE INC420 sharesnew addition2026-06-302026-07-27

VEEV VEEVA SYS INC200 sharesnew addition2026-06-302026-07-27

ARM ARM HOLDINGS PLC100 sharesnew addition2026-06-302026-07-27

MEDTRONIC PLC MEDTRONIC PLC448 shares19.47%2026-06-302026-07-27

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC100 sharesnew addition2026-06-302026-07-27

UBS UBS GROUP AG700 sharesnew addition2026-06-302026-07-27

WNEB WESTERN NEW ENG BANCORP INC2.4K sharesnew addition2026-06-302026-07-27

CTWO COTWO ADVISORS PHYSICAL EURO2.0K sharesnew addition2026-06-302026-07-27

SPLV INVESCO EXCH TRADED FD TR II452 shares10.24%2026-06-302026-07-27

NBIX NEUROCRINE BIOSCIENCES INC200 sharesnew addition2026-06-302026-07-27

SYY SYSCO CORP400 shares0.00%2026-06-302026-07-27

ESP ESPEY MFG & ELECTRS CORP494 shares0.00%2026-06-302026-07-27

Sponsored

ITT ITT INC166 shares0.00%2026-06-302026-07-27

IBCP INDEPENDENT BK CORP MICH900 sharesnew addition2026-06-302026-07-27

SLV ISHARES SILVER TR600 shares0.00%2026-06-302026-07-27

AZO AUTOZONE INC10 shares0.00%2026-06-302026-07-27

TXN TEXAS INSTRS INC106 shares0.00%2026-06-302026-07-27

XLF SELECT SECTOR SPDR TR588 shares0.00%2026-06-302026-07-27

SDY SPDR SERIES TRUST203 shares625.00%2026-06-302026-07-27

VSGX VANGUARD WORLD FD370 shares0.00%2026-06-302026-07-27

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I469 shares7.57%2026-06-302026-07-27

BEAM BEAM THERAPEUTICS INC850 sharesnew addition2026-06-302026-07-27

XLP SELECT SECTOR SPDR TR351 shares-11.14%2026-06-302026-07-27

GRNB VANECK ETF TRUST1.2K shares0.00%2026-06-302026-07-27

SOLS SOLSTICE ADVANCED MATLS INC327 sharesnew addition2026-06-302026-07-27

NLY ANNALY CAPITAL MANAGEMENT IN1.2K sharesnew addition2026-06-302026-07-27

FBND FIDELITY MERRIMACK STR TR580 sharesnew addition2026-06-302026-07-27

OTIS OTIS WORLDWIDE CORP368 shares0.00%2026-06-302026-07-27

Sponsored

HSBC HSBC HLDGS PLC275 sharesnew addition2026-06-302026-07-27

MFC MANULIFE FINL CORP643 shares0.00%2026-06-302026-07-27

DFAS DIMENSIONAL ETF TRUST311 sharesnew addition2026-06-302026-07-27

CEG CONSTELLATION ENERGY CORP103 sharesnew addition2026-06-302026-07-27

DELL DELL TECHNOLOGIES INC59 shares0.00%2026-06-302026-07-27

Q QNITY ELECTRONICS INC153 sharesnew addition2026-06-302026-07-27

SXT SENSIENT TECHNOLOGIES CORP200 shares0.00%2026-06-302026-07-27

FBIN FORTUNE BRANDS INNOVATIONS I448 shares0.00%2026-06-302026-07-27

Sponsored

PLUG PLUG PWR INC9.0K sharesnew addition2026-06-302026-07-27

CMI CUMMINS INC33 sharesnew addition2026-06-302026-07-27

AIPO TIDAL TRUST II696 sharesnew addition2026-06-302026-07-27

PBW INVESCO EXCHANGE TRADED FD T580 shares0.00%2026-06-302026-07-27

ETSY INC ETSY INC300 sharesnew addition2026-06-302026-07-27

ITB ISHARES TR216 shares0.00%2026-06-302026-07-27

DHI D R HORTON INC136 shares0.00%2026-06-302026-07-27

HBAN HUNTINGTON BANCSHARES INC1.2K sharesnew addition2026-06-302026-07-27

Sponsored

NUSC NUSHARES ETF TR410 shares0.00%2026-06-302026-07-27

ETR ENTERGY CORP NEW181 sharesnew addition2026-06-302026-07-27

BN BROOKFIELD CORP481 shares49.84%2026-06-302026-07-27

SBUX STARBUCKS CORP200 shares0.00%2026-06-302026-07-27

KMI KINDER MORGAN INC DEL615 shares0.00%2026-06-302026-07-27

OGE OGE ENERGY CORP400 shares0.00%2026-06-302026-07-27

TGT TARGET CORP148 shares-80.35%2026-06-302026-07-27

DFNM DIMENSIONAL ETF TRUST391 sharesnew addition2026-06-302026-07-27

Sponsored

VTRS VIATRIS INC1.2K shares5.54%2026-06-302026-07-27

VIGI VANGUARD WHITEHALL FDS200 sharesnew addition2026-06-302026-07-27

KKR KKR & CO INC200 sharesnew addition2026-06-302026-07-27

SYF SYNCHRONY FINANCIAL237 shares0.00%2026-06-302026-07-27

SJM SMUCKER J M CO159 shares3.92%2026-06-302026-07-27

NTB BANK OF N T BUTTERFIELD & SO300 sharesnew addition2026-06-302026-07-27

PHO INVESCO EXCHANGE TRADED FD T255 shares0.39%2026-06-302026-07-27

RPM RPM INTL INC156 shares0.00%2026-06-302026-07-27

Sponsored

EVRG EVERGY INC200 shares0.00%2026-06-302026-07-27

SHEL SHELL PLC218 sharesnew addition2026-06-302026-07-27

MDB MONGODB INC50 sharesnew addition2026-06-302026-07-27

TMUS T-MOBILE US INC100 sharesnew addition2026-06-302026-07-27

ROBO EXCHANGE TRADED CONCEPTS TRU188 shares0.00%2026-06-302026-07-27

IFF INTERNATIONAL FLAVORS&FRAGRA200 shares0.00%2026-06-302026-07-27

SOLV SOLVENTUM CORP200 shares0.00%2026-06-302026-07-27

KRE SPDR SERIES TRUST200 sharesnew addition2026-06-302026-07-27

Sponsored

YUMC YUM CHINA HLDGS INC360 shares0.00%2026-06-302026-07-27

PRTA PROTHENA CORP PLC1.5K sharesnew addition2026-06-302026-07-27

TFII TFI INTERNATIONAL INC100 sharesnew addition2026-06-302026-07-27

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC102 sharesnew addition2026-06-302026-07-27

BR BROADRIDGE FINL SOLUTIONS IN100 shares0.00%2026-06-302026-07-27

ARKX ARK ETF TR400 sharesnew addition2026-06-302026-07-27

EDV VANGUARD WORLD FD208 sharesnew addition2026-06-302026-07-27

WAB WABTEC50 shares0.00%2026-06-302026-07-27

Sponsored

SHOP SHOPIFY INC118 sharesnew addition2026-06-302026-07-27

HPQ HP INC593 shares-83.08%2026-06-302026-07-27

MRNA MODERNA INC185 shares15.63%2026-06-302026-07-27

VBR VANGUARD INDEX FDS53 sharesnew addition2026-06-302026-07-27

ITOT ISHARES TR77 shares0.00%2026-06-302026-07-27

LII LENNOX INTL INC22 shares0.00%2026-06-302026-07-27

PRU PRUDENTIAL FINL INC113 sharesnew addition2026-06-302026-07-27

ELV ELEVANCE HEALTH INC FORMERLY31 shares-55.71%2026-06-302026-07-27

Sponsored

MELI MERCADOLIBRE7 sharesnew addition2026-06-302026-07-27

RDVY FIRST TR EXCHANGE TRADED FD142 shares115.15%2026-06-302026-07-27

EBC EASTERN BANKSHARES INC500 sharesnew addition2026-06-302026-07-27

CRSP CRISPR THERAPEUTICS AG200 shares0.00%2026-06-302026-07-27

ARK ETF TR ARK ETF TR133 shares0.00%2026-06-302026-07-27

ERTH INVESCO EXCHANGE TRADED FD T223 shares0.00%2026-06-302026-07-27

IGV ISHARES TR115 shares0.00%2026-06-302026-07-27

ONB OLD NATL BANCORP IND400 sharesnew addition2026-06-302026-07-27

Sponsored

FDCF FIDELITY COVINGTON TRUST195 sharesnew addition2026-06-302026-07-27

FNF FIDELITY NATL FINL INC196 shares0.00%2026-06-302026-07-27

DFUV DIMENSIONAL ETF TRUST165 sharesnew addition2026-06-302026-07-27

SPTL SPDR SERIES TRUST342 shares0.00%2026-06-302026-07-27

POWI POWER INTEGRATIONS INC100 sharesnew addition2026-06-302026-07-27

DOW DOW HLDGS INC306 shares0.00%2026-06-302026-07-27

PBR PETROLEO BRASILEIRO S A500 sharesnew addition2026-06-302026-07-27

TAP MOLSON COORS BEVERAGE CO200 shares0.00%2026-06-302026-07-27

Sponsored

IP INTERNATIONAL PAPER CO200 shares0.00%2026-06-302026-07-27

USB US BANCORP122 sharesnew addition2026-06-302026-07-27

AIQ GLOBAL X FDS110 shares0.00%2026-06-302026-07-27

IR INGERSOLL RAND INC88 shares0.00%2026-06-302026-07-27

USMV ISHARES TR73 sharesnew addition2026-06-302026-07-27

NANR SPDR INDEX SHS FDS93 sharesnew addition2026-06-302026-07-27

VBNK VERSABANK NEW300 sharesnew addition2026-06-302026-07-27

DEO DIAGEO PLC86 shares0.00%2026-06-302026-07-27

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC80 shares0.00%2026-06-302026-07-27

HAL HALLIBURTON CO200 sharesnew addition2026-06-302026-07-27

DRIV GLOBAL X FDS176 shares1.73%2026-06-302026-07-27

VOD VODAFONE GROUP PLC500 shares0.00%2026-06-302026-07-27

KHC KRAFT HEINZ CO276 shares0.00%2026-06-302026-07-27

ESGV VANGUARD WORLD FD49 shares0.00%2026-06-302026-07-27

COLB COLUMBIA BKG SYS INC200 sharesnew addition2026-06-302026-07-27

DHR DANAHER CORP DEL33 shares0.00%2026-06-302026-07-27

Sponsored

CI THE CIGNA GROUP22 shares0.00%2026-06-302026-07-27

XENE XENON PHARMACEUTICALS INC100 sharesnew addition2026-06-302026-07-27

IBB ISHARES TR30 sharesnew addition2026-06-302026-07-27

AMRC AMERESCO INC200 sharesnew addition2026-06-302026-07-27

RSG REPUBLIC SVCS INC24 shares0.00%2026-06-302026-07-27

ITUB ITAU UNIBANCO HLDG S A618 sharesnew addition2026-06-302026-07-27

EMN EASTMAN CHEM CO74 shares0.00%2026-06-302026-07-27

QBTS D-WAVE QUANTUM INC200 sharesnew addition2026-06-302026-07-27

Sponsored

CART MAPLEBEAR INC100 sharesnew addition2026-06-302026-07-27

ALLEGION PLC ALLEGION PLC33 shares0.00%2026-06-302026-07-27

QURE UNIQURE NV100 sharesnew addition2026-06-302026-07-27

REMX VANECK ETF TRUST52 sharesnew addition2026-06-302026-07-27

DAL DELTA AIR LINES INC49 sharesnew addition2026-06-302026-07-27

LEN LENNAR CORP50 sharesnew addition2026-06-302026-07-27

CPB THE CAMPBELLS COMPANY200 shares0.00%2026-06-302026-07-27

EPD ENTERPRISE PRODS PARTNERS L121 shares0.00%2026-06-302026-07-27

Sponsored

LW LAMB WESTON HLDGS INC100 shares0.00%2026-06-302026-07-27

GDDY GODADDY INC50 sharesnew addition2026-06-302026-07-27

NCLH NORWEGIAN CRUISE LINE HLDGS200 sharesnew addition2026-06-302026-07-27

CAG CONAGRA BRANDS INC300 shares0.00%2026-06-302026-07-27

CAVA CAVA GROUP INC50 sharesnew addition2026-06-302026-07-27

HST HOST HOTELS & RESORTS INC159 shares0.00%2026-06-302026-07-27

MICC MAGNUM ICE CREAM CO NV214 sharesnew addition2026-06-302026-07-27

LEU CENTRUS ENERGY CORP22 shares0.00%2026-06-302026-07-27

Sponsored

BAM BROOKFIELD ASSET MANAGMT LTD80 shares0.00%2026-06-302026-07-27

DB DEUTSCHE BK AG100 sharesnew addition2026-06-302026-07-27

LILA LIBERTY LATIN AMERICA LTD400 sharesnew addition2026-06-302026-07-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND25 shares0.00%2026-06-302026-07-27

STM STMICROELECTRONICS N V40 sharesnew addition2026-06-302026-07-27

HTFL HEARTFLOW INC100 sharesnew addition2026-06-302026-07-27

GT GOODYEAR TIRE & RUBR CO400 shares0.00%2026-06-302026-07-27

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC19 shares0.00%2026-06-302026-07-27

Sponsored

VSNT VERSANT MEDIA GROUP INC70 sharesnew addition2026-06-302026-07-27

ARK ETF TR ARK ETF TR59 shares0.00%2026-06-302026-07-27

PYPL PAYPAL HLDGS INC50 shares-95.48%2026-06-302026-07-27

SLF SUN LIFE FINANCIAL INC.25 sharesnew addition2026-06-302026-07-27

NVTS NAVITAS SEMICONDUCTOR CORP100 sharesnew addition2026-06-302026-07-27

IBIT ISHARES BITCOIN TRUST ETF50 sharesnew addition2026-06-302026-07-27

NBIS NEBIUS GROUP N.V.5 sharesnew addition2026-06-302026-07-27

E ENI SPA29 sharesnew addition2026-06-302026-07-27

Sponsored

MAT MATTEL INC97 shares0.00%2026-06-302026-07-27

METC RAMACO RES INC100 sharesnew addition2026-06-302026-07-27

DON WISDOMTREE TR23 sharesnew addition2026-06-302026-07-27

UTES ETFIS SER TR I15 sharesnew addition2026-06-302026-07-27

ET ENERGY TRANSFER L P60 sharesnew addition2026-06-302026-07-27

DFNL DAVIS FUNDAMENTAL ETF TR20 sharesnew addition2026-06-302026-07-27

FNDE SCHWAB STRATEGIC TR24 sharesnew addition2026-06-302026-07-27

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP10 sharesnew addition2026-06-302026-07-27

Sponsored

NVAX NOVAVAX INC100 sharesnew addition2026-06-302026-07-27

RVMD REVOLUTION MEDICINES INC5 sharesnew addition2026-06-302026-07-27

SLVM SYLVAMO CORP18 shares0.00%2026-06-302026-07-27

LNC LINCOLN NATL CORP IND19 shares0.00%2026-06-302026-07-27

JOBY JOBY AVIATION INC70 sharesnew addition2026-06-302026-07-27

KD KYNDRYL HLDGS INC40 shares0.00%2026-06-302026-07-27

XERS XERIS BIOPHARMA HOLDINGS INC40 sharesnew addition2026-06-302026-07-27

FG F&G ANNUITIES & LIFE INC11 sharesnew addition2026-06-302026-07-27

Sponsored

METCB RAMACO RES INC17 sharesnew addition2026-06-302026-07-27

SCLX SCILEX HOLDING CO2 shares0.00%2026-06-302026-07-27

TLPH TALPHERA INC5 sharesnew addition2026-06-302026-07-27

VYNE VYNE THERAPEUTICS INC1 sharesnew addition2026-06-302026-07-27

QQQ

INVESCO QQQ TR

32.61%

Shares47.4K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

690.46%

Shares332.3K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

23.45%

Shares129.1K

Event2026-06-30

Filed2026-07-27

FDVV

FIDELITY COVINGTON TRUST

83.87%

Shares310.9K

Event2026-06-30

Filed2026-07-27

EPS

WISDOMTREE TR

204.42%

Shares234.0K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

18.38%

Shares23.4K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

16.42%

Shares59.0K

Event2026-06-30

Filed2026-07-27

FELC

FIDELITY COVINGTON TRUST

139.33%

Shares305.7K

Event2026-06-30

Filed2026-07-27

XMMO

INVESCO EXCHANGE TRADED FD T

42.70%

Shares71.3K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

200.74%

Shares349.5K

Event2026-06-30

Filed2026-07-27

BKIE

BNY MELLON ETF TRUST

173.45%

Shares116.6K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

138.20%

Shares15.8K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

41.35%

Shares50.5K

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

43.16%

Shares115.1K

Event2026-06-30

Filed2026-07-27

XLG

INVESCO EXCHANGE TRADED FD T

176.29%

Shares135.6K

Event2026-06-30

Filed2026-07-27

DGRW

WISDOMTREE TR

34.24%

Shares86.4K

Event2026-06-30

Filed2026-07-27

MGC

VANGUARD WORLD FD

41.67%

Shares28.2K

Event2026-06-30

Filed2026-07-27

FELG

FIDELITY COVINGTON TRUST

37.65%

Shares172.1K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

54.92%

Shares52.9K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

98.88%

Shares25.1K

Event2026-06-30

Filed2026-07-27

VOOV

VANGUARD ADMIRAL FDS INC

86.99%

Shares31.2K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

458.14%

Shares16.1K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

10.84%

Shares14.7K

Event2026-06-30

Filed2026-07-27

VOOG

VANGUARD ADMIRAL FDS INC

555.24%

Shares65.6K

Event2026-06-30

Filed2026-07-27

TGRT

T ROWE PRICE EXCHANGE-TRADED

25.73%

Shares113.5K

Event2026-06-30

Filed2026-07-27

FENI

FIDELITY COVINGTON TRUST

New

Shares128.7K

Event2026-06-30

Filed2026-07-27

DLN

WISDOMTREE TR

256.56%

Shares51.8K

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

85.43%

Shares7.1K

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS

New

Shares84.0K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

-63.67%

Shares123.9K

Event2026-06-30

Filed2026-07-27

VONG

VANGUARD SCOTTSDALE FDS

1107.90%

Shares30.1K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

61.61%

Shares7.4K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

23.86%

Shares35.0K

Event2026-06-30

Filed2026-07-27

SGOV

ISHARES TR

New

Shares34.9K

Event2026-06-30

Filed2026-07-27

JPEF

J P MORGAN EXCHANGE TRADED F

0.66%

Shares37.6K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

32.59%

Shares12.5K

Event2026-06-30

Filed2026-07-27

MGV

VANGUARD WORLD FD

82.78%

Shares14.4K

Event2026-06-30

Filed2026-07-27

QGRW

WISDOMTREE TR

New

Shares34.1K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

80.32%

Shares5.7K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

1674.40%

Shares17.7K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

83.93%

Shares8.9K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

16.44%

Shares5.5K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

52.49%

Shares5.3K

Event2026-06-30

Filed2026-07-27

VGLT

VANGUARD SCOTTSDALE FDS

-56.19%

Shares32.5K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

18.11%

Shares1.5K

Event2026-06-30

Filed2026-07-27

VGSH

VANGUARD SCOTTSDALE FDS

16.07%

Shares29.0K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

27.76%

Shares5.2K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

1203.77%

Shares7.3K

Event2026-06-30

Filed2026-07-27

DVY

ISHARES TR

11.50%

Shares9.3K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

21.53%

Shares4.4K

Event2026-06-30

Filed2026-07-27

FFLC

FIDELITY COVINGTON TRUST

25.65%

Shares23.2K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

77.00%

Shares5.0K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

108.80%

Shares2.2K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

25.15%

Shares7.4K

Event2026-06-30

Filed2026-07-27

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares7.3K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-1.43%

Shares1.5K

Event2026-06-30

Filed2026-07-27

NLR

VANECK ETF TRUST

520.97%

Shares9.6K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

103.09%

Shares19.3K

Event2026-06-30

Filed2026-07-27

CROWDSTRIKE HLDGS INC

161.58%

Shares1.4K

Event2026-06-30

Filed2026-07-27

FNDF

SCHWAB STRATEGIC TR

New

Shares20.4K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

4.20%

Shares4.5K

Event2026-06-30

Filed2026-07-27

FDRR

FIDELITY COVINGTON TRUST

-29.17%

Shares16.3K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

236.89%

Shares2.0K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

175.31%

Shares5.3K

Event2026-06-30

Filed2026-07-27

SPACE EXPLORATION TECHN CORP

New

Shares5.7K

Event2026-06-30

Filed2026-07-27

PYLD

PIMCO ETF TR

New

Shares36.8K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

6102.00%

Shares6.2K

Event2026-06-30

Filed2026-07-27

QUANTA SVCS INC

7.12%

Shares1.1K

Event2026-06-30

Filed2026-07-27

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

301.54%

Shares4.2K

Event2026-06-30

Filed2026-07-27

FVAL

FIDELITY COVINGTON TRUST

New

Shares10.1K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

1571.67%

Shares11.0K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

14.56%

Shares2.8K

Event2026-06-30

Filed2026-07-27

TCAF

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-27

OKE

ONEOK INC NEW

9.26%

Shares7.7K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

49.49%

Shares4.4K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

27.76%

Shares1.7K

Event2026-06-30

Filed2026-07-27

SOXX

ISHARES TR

190.75%

Shares1.0K

Event2026-06-30

Filed2026-07-27

VPU

VANGUARD WORLD FD

-19.45%

Shares3.3K

Event2026-06-30

Filed2026-07-27

GARP

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-27

PVAL

PUTNAM ETF TRUST

New

Shares12.0K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

New

Shares6.9K

Event2026-06-30

Filed2026-07-27

FEZ

SPDR INDEX SHS FDS

1150.21%

Shares8.8K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

55.35%

Shares508

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

New

Shares515

Event2026-06-30

Filed2026-07-27

VISA INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-27

VFMO

VANGUARD WELLINGTON FD

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-27

RING

ISHARES INC

New

Shares8.7K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

8.58%

Shares2.1K

Event2026-06-30

Filed2026-07-27

FNDX

SCHWAB STRATEGIC TR

New

Shares16.4K

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP

900.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

86.13%

Shares1.4K

Event2026-06-30

Filed2026-07-27

NSC

NORFOLK SOUTHN CORP

42.86%

Shares1.5K

Event2026-06-30

Filed2026-07-27

HDV

ISHARES TR

407.43%

Shares16.8K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

3.18%

Shares5.2K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

33.80%

Shares475

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

106.77%

Shares3.9K

Event2026-06-30

Filed2026-07-27

CGCV

CAPITAL GROUP CONSERVATIVE E

New

Shares13.3K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

3.46%

Shares3.2K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

17.80%

Shares3.0K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

8.96%

Shares1.9K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

838.06%

Shares1.3K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

13.47%

Shares1.4K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

10.94%

Shares7.3K

Event2026-06-30

Filed2026-07-27

BLACKSTONE INC

126.41%

Shares3.4K

Event2026-06-30

Filed2026-07-27

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares921

Event2026-06-30

Filed2026-07-27

TRAVELERS COMPANIES INC

1.23%

Shares1.2K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

-3.95%

Shares15.2K

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

New

Shares917

Event2026-06-30

Filed2026-07-27

JQUA

J P MORGAN EXCHANGE TRADED F

New

Shares5.0K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

90.80%

Shares975

Event2026-06-30

Filed2026-07-27

PFGC

PERFORMANCE FOOD GROUP CO

-1.67%

Shares3.0K

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares656

Event2026-06-30

Filed2026-07-27

ALL

ALLSTATE CORP

-8.24%

Shares1.4K

Event2026-06-30

Filed2026-07-27

CGMS

CAPITAL GRP FIXED INCM ETF T

New

Shares11.5K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN

13.63%

Shares1.4K

Event2026-06-30

Filed2026-07-27

TCHP

T ROWE PRICE EXCHANGE-TRADED

New

Shares6.0K

Event2026-06-30

Filed2026-07-27

VLU

SPDR SERIES TRUST

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

5.06%

Shares3.6K

Event2026-06-30

Filed2026-07-27

IYW

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

29.45%

Shares3.8K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

61.11%

Shares812

Event2026-06-30

Filed2026-07-27

IDEV

ISHARES TR

-36.37%

Shares3.1K

Event2026-06-30

Filed2026-07-27

GWW

WW GRAINGER INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

FIVA

FIDELITY COVINGTON TRUST

New

Shares7.0K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

460.00%

Shares448

Event2026-06-30

Filed2026-07-27

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares7.1K

Event2026-06-30

Filed2026-07-27

MTB

M & T BK CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

BOEING CO

74.18%

Shares1.2K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

19.56%

Shares3.1K

Event2026-06-30

Filed2026-07-27

CONSOLIDATED EDISON INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-27

LHX

L3HARRIS TECHNOLOGIES INC

131.27%

Shares821

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP

23.49%

Shares1.2K

Event2026-06-30

Filed2026-07-27

ARK ETF TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-27

SELECT SECTOR SPDR TR

100.00%

Shares5.1K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

-16.07%

Shares444

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

3.67%

Shares1.2K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

294.01%

Shares2.3K

Event2026-06-30

Filed2026-07-27

AT&T INC

-3.80%

Shares10.7K

Event2026-06-30

Filed2026-07-27

SHW

SHERWIN WILLIAMS CO

0.00%

Shares625

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

137.77%

Shares1.7K

Event2026-06-30

Filed2026-07-27

XLY

SELECT SECTOR SPDR TR

248.56%

Shares1.8K

Event2026-06-30

Filed2026-07-27

3M CO

4.10%

Shares1.3K

Event2026-06-30

Filed2026-07-27

COWZ

PACER FDS TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-27

ASTRAZENECA PLC

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

131.93%

Shares1.4K

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

104.79%

Shares3.7K

Event2026-06-30

Filed2026-07-27

NUE

NUCOR CORP

9.65%

Shares886

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

208.57%

Shares2.2K

Event2026-06-30

Filed2026-07-27

YUM

YUM BRANDS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

7.86%

Shares4.6K

Event2026-06-30

Filed2026-07-27

BARRICK MNG CORP

New

Shares5.1K

Event2026-06-30

Filed2026-07-27

CF INDUSTRIES HOLD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

126.26%

Shares896

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

0.00%

Shares672

Event2026-06-30

Filed2026-07-27

SUSA

ISHARES TR

50.70%

Shares1.2K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

2976.60%

Shares1.4K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

-61.45%

Shares170

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

0.00%

Shares770

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

New

Shares2.1K

Event2026-06-30

Filed2026-07-27

INDB

INDEPENDENT BK CORP MASS

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

FREEPORT MCMORAN INC

327.02%

Shares2.5K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

348.95%

Shares642

Event2026-06-30

Filed2026-07-27

HIFS

HINGHAM INSTN SVGS MASS

New

Shares500

Event2026-06-30

Filed2026-07-27

WELL

WELLTOWER INC

-5.59%

Shares675

Event2026-06-30

Filed2026-07-27

ILCV

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

PAVE

GLOBAL X FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-27

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC

1.77%

Shares2.0K

Event2026-06-30

Filed2026-07-27

IWN

ISHARES TR

0.00%

Shares647

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

0.00%

Shares526

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

0.00%

Shares147

Event2026-06-30

Filed2026-07-27

AFL

AFLAC INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

PIZ

INVESCO EXCH TRADED FD TR II

New

Shares2.5K

Event2026-06-30

Filed2026-07-27

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

VAW

VANGUARD WORLD FD

-3.37%

Shares602

Event2026-06-30

Filed2026-07-27

CGCB

CAPITAL GRP FIXED INCM ETF T

New

Shares5.2K

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS

44.44%

Shares1.3K

Event2026-06-30

Filed2026-07-27

DRI

DARDEN RESTAURANTS INC

0.00%

Shares638

Event2026-06-30

Filed2026-07-27

VLO

VALERO ENERGY CORP

0.00%

Shares499

Event2026-06-30

Filed2026-07-27

NEM

NEWMONT CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR

0.00%

Shares578

Event2026-06-30

Filed2026-07-27

SPYX

SPDR SERIES TRUST

2.02%

Shares2.1K

Event2026-06-30

Filed2026-07-27

MCK

MCKESSON CORP

0.00%

Shares164

Event2026-06-30

Filed2026-07-27

CME

CME GROUP INC

New

Shares500

Event2026-06-30

Filed2026-07-27

DTE

DTE ENERGY CO

38.39%

Shares721

Event2026-06-30

Filed2026-07-27

EBAY

EBAY INC.

0.00%

Shares981

Event2026-06-30

Filed2026-07-27

XLRE

SELECT SECTOR SPDR TR

5.78%

Shares2.5K

Event2026-06-30

Filed2026-07-27

SCHV

SCHWAB STRATEGIC TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-27

GIS

GENERAL MILLS INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

800.00%

Shares981

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC

New

Shares480

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares480

Event2026-06-30

Filed2026-07-27

AVBC

AVIDIA BANCORP INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-27

EVERSOURCE ENERGY

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

XEL

XCEL ENERGY INC

123.46%

Shares1.3K

Event2026-06-30

Filed2026-07-27

RKLB

ROCKET LAB CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR

-7.01%

Shares544

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

7712.50%

Shares625

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

3.94%

Shares660

Event2026-06-30

Filed2026-07-27

VOT

VANGUARD INDEX FDS

4.75%

Shares309

Event2026-06-30

Filed2026-07-27

GVIP

GOLDMAN SACHS ETF TR

New

Shares500

Event2026-06-30

Filed2026-07-27

BROADCOM INC

66.44%

Shares248

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

18.18%

Shares1.3K

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

-4.09%

Shares586

Event2026-06-30

Filed2026-07-27

RMBS

RAMBUS INC DEL

New

Shares700

Event2026-06-30

Filed2026-07-27

BBT

BEACON FINANCIAL CORP.

New

Shares3.0K

Event2026-06-30

Filed2026-07-27

RONB

BARON ETF TR

New

Shares3.7K

Event2026-06-30

Filed2026-07-27

CGUS

CAPITAL GROUP CORE EQUITY ET

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

JOHNSON CONTROLS INTERNATION

1642.86%

Shares610

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

420.17%

Shares619

Event2026-06-30

Filed2026-07-27

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares700

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

24.06%

Shares232

Event2026-06-30

Filed2026-07-27

AMERIPRISE FINL INC

131.25%

Shares185

Event2026-06-30

Filed2026-07-27

PSX

PHILLIPS 66

0.00%

Shares500

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

8.33%

Shares195

Event2026-06-30

Filed2026-07-27

AGNC INVT CORP

New

Shares7.5K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

New

Shares41

Event2026-06-30

Filed2026-07-27

WPM

WHEATON PRECIOUS METALS CORP

New

Shares724

Event2026-06-30

Filed2026-07-27

IBN

ICICI BANK LIMITED

New

Shares2.8K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-27

PKB

INVESCO EXCHANGE TRADED FD T

New

Shares700

Event2026-06-30

Filed2026-07-27

IXN

ISHARES TR

0.00%

Shares534

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

0.00%

Shares800

Event2026-06-30

Filed2026-07-27

LDUR

PIMCO ETF TR

New

Shares775

Event2026-06-30

Filed2026-07-27

COLGATE PALMOLIVE CO

0.00%

Shares800

Event2026-06-30

Filed2026-07-27

CALF

PACER FDS TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

VHT

VANGUARD WORLD FD

0.00%

Shares240

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW

0.00%

Shares563

Event2026-06-30

Filed2026-07-27

PBA

PEMBINA PIPELINE CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

ENB

ENBRIDGE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

HSY

HERSHEY CO

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares837

Event2026-06-30

Filed2026-07-27

WEC

WEC ENERGY GROUP INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-27

MAR

MARRIOTT INTL INC NEW

0.00%

Shares189

Event2026-06-30

Filed2026-07-27

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

ALPS ETF TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

ESGU

ISHARES TR

-22.60%

Shares411

Event2026-06-30

Filed2026-07-27

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares133

Event2026-06-30

Filed2026-07-27

TFC

TRUIST FINL CORP

36.11%

Shares1.3K

Event2026-06-30

Filed2026-07-27

VST

VISTRA CORP

New

Shares408

Event2026-06-30

Filed2026-07-27

ISHARES TR

514.81%

Shares664

Event2026-06-30

Filed2026-07-27

JPLD

J P MORGAN EXCHANGE TRADED F

-8.58%

Shares1.2K

Event2026-06-30

Filed2026-07-27

IFRA

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

KBH

KB HOME

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

DFUS

DIMENSIONAL ETF TRUST

New

Shares739

Event2026-06-30

Filed2026-07-27

GSK PLC

1.60%

Shares1.1K

Event2026-06-30

Filed2026-07-27

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares786

Event2026-06-30

Filed2026-07-27

UNILEVER PLC

-11.11%

Shares952

Event2026-06-30

Filed2026-07-27

XLB

SELECT SECTOR SPDR TR

711.59%

Shares1.1K

Event2026-06-30

Filed2026-07-27

FORD MTR CO

58.71%

Shares4.1K

Event2026-06-30

Filed2026-07-27

AEP

AMERICAN ELEC PWR CO INC

67.50%

Shares402

Event2026-06-30

Filed2026-07-27

BCE

BCE INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-27

CATH

GLOBAL X FDS

11.01%

Shares615

Event2026-06-30

Filed2026-07-27

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares200

Event2026-06-30

Filed2026-07-27

VANECK ETF TRUST

358.97%

Shares716

Event2026-06-30

Filed2026-07-27

DFIV

DIMENSIONAL ETF TRUST

New

Shares994

Event2026-06-30

Filed2026-07-27

BOND

PIMCO ETF TR

New

Shares573

Event2026-06-30

Filed2026-07-27

DOMINION ENERGY INC

111.11%

Shares760

Event2026-06-30

Filed2026-07-27

EOG

EOG RES INC

New

Shares400

Event2026-06-30

Filed2026-07-27

STT

STATE STR CORP

New

Shares301

Event2026-06-30

Filed2026-07-27

IYH

ISHARES TR

0.00%

Shares750

Event2026-06-30

Filed2026-07-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

INDA

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

NBTB

NBT BANCORP INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-27

TRANE TECHNOLOGIES PLC

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

-35.24%

Shares509

Event2026-06-30

Filed2026-07-27

VEGN

ETF SER SOLUTIONS

3.84%

Shares595

Event2026-06-30

Filed2026-07-27

PPG

PPG INDS INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

TWLO

TWILIO INC

2240.00%

Shares234

Event2026-06-30

Filed2026-07-27

MDLZ

MONDELEZ INTL INC

0.00%

Shares830

Event2026-06-30

Filed2026-07-27

KEY

KEYCORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

CFG

CITIZENS FINL GROUP INC

New

Shares648

Event2026-06-30

Filed2026-07-27

JPST

J P MORGAN EXCHANGE TRADED F

-4.47%

Shares897

Event2026-06-30

Filed2026-07-27

HWM

HOWMET AEROSPACE INC

New

Shares166

Event2026-06-30

Filed2026-07-27

CMCSA

COMCAST CORP NEW

12.47%

Shares1.8K

Event2026-06-30

Filed2026-07-27

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares332

Event2026-06-30

Filed2026-07-27

KMB

KIMBERLY-CLARK CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

REALTY INCOME CORP

0.00%

Shares693

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

-45.21%

Shares40

Event2026-06-30

Filed2026-07-27

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares184

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

0.00%

Shares116

Event2026-06-30

Filed2026-07-27

SYK

STRYKER CORPORATION

-43.48%

Shares130

Event2026-06-30

Filed2026-07-27

WMB

WILLIAMS COS INC

New

Shares550

Event2026-06-30

Filed2026-07-27

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

COHR

COHERENT CORP

New

Shares100

Event2026-06-30

Filed2026-07-27

MLPA

GLOBAL X FDS

0.00%

Shares741

Event2026-06-30

Filed2026-07-27

XYL

XYLEM INC

0.00%

Shares332

Event2026-06-30

Filed2026-07-27

GILD

GILEAD SCIENCES INC

3.34%

Shares309

Event2026-06-30

Filed2026-07-27

CLX

CLOROX CO DEL

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

BP PLC

11.31%

Shares1.0K

Event2026-06-30

Filed2026-07-27

RIO

RIO TINTO PLC

New

Shares400

Event2026-06-30

Filed2026-07-27

SIL

GLOBAL X FDS

New

Shares490

Event2026-06-30

Filed2026-07-27

ASTS

AST SPACEMOBILE INC

New

Shares425

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

New

Shares302

Event2026-06-30

Filed2026-07-27

CORTEVA INC

0.00%

Shares444

Event2026-06-30

Filed2026-07-27

ARES CAPITAL CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

VALE

VALE S A

5243.48%

Shares2.5K

Event2026-06-30

Filed2026-07-27

J P MORGAN EXCHANGE TRADED F

New

Shares723

Event2026-06-30

Filed2026-07-27

UGI

UGI CORP NEW

33.97%

Shares1.0K

Event2026-06-30

Filed2026-07-27

CVS

CVS HEALTH CORP

0.00%

Shares348

Event2026-06-30

Filed2026-07-27

MET

METLIFE INC

New

Shares420

Event2026-06-30

Filed2026-07-27

VEEV

VEEVA SYS INC

New

Shares200

Event2026-06-30

Filed2026-07-27

ARM

ARM HOLDINGS PLC

New

Shares100

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC

19.47%

Shares448

Event2026-06-30

Filed2026-07-27

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares100

Event2026-06-30

Filed2026-07-27

UBS

UBS GROUP AG

New

Shares700

Event2026-06-30

Filed2026-07-27

WNEB

WESTERN NEW ENG BANCORP INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

CTWO

COTWO ADVISORS PHYSICAL EURO

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

SPLV

INVESCO EXCH TRADED FD TR II

10.24%

Shares452

Event2026-06-30

Filed2026-07-27

NBIX

NEUROCRINE BIOSCIENCES INC

New

Shares200

Event2026-06-30

Filed2026-07-27

SYY

SYSCO CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

ESP

ESPEY MFG & ELECTRS CORP

0.00%

Shares494

Event2026-06-30

Filed2026-07-27

ITT

ITT INC

0.00%

Shares166

Event2026-06-30

Filed2026-07-27

IBCP

INDEPENDENT BK CORP MICH

New

Shares900

Event2026-06-30

Filed2026-07-27

SLV

ISHARES SILVER TR

0.00%

Shares600

Event2026-06-30

Filed2026-07-27

AZO

AUTOZONE INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

0.00%

Shares106

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

0.00%

Shares588

Event2026-06-30

Filed2026-07-27

SDY

SPDR SERIES TRUST

625.00%

Shares203

Event2026-06-30

Filed2026-07-27

VSGX

VANGUARD WORLD FD

0.00%

Shares370

Event2026-06-30

Filed2026-07-27

GEHC

GE HEALTHCARE TECHNOLOGIES I

7.57%

Shares469

Event2026-06-30

Filed2026-07-27

BEAM

BEAM THERAPEUTICS INC

New

Shares850

Event2026-06-30

Filed2026-07-27

XLP

SELECT SECTOR SPDR TR

-11.14%

Shares351

Event2026-06-30

Filed2026-07-27

GRNB

VANECK ETF TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

SOLS

SOLSTICE ADVANCED MATLS INC

New

Shares327

Event2026-06-30

Filed2026-07-27

NLY

ANNALY CAPITAL MANAGEMENT IN

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

FBND

FIDELITY MERRIMACK STR TR

New

Shares580

Event2026-06-30

Filed2026-07-27

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares368

Event2026-06-30

Filed2026-07-27

HSBC

HSBC HLDGS PLC

New

Shares275

Event2026-06-30

Filed2026-07-27

MFC

MANULIFE FINL CORP

0.00%

Shares643

Event2026-06-30

Filed2026-07-27

DFAS

DIMENSIONAL ETF TRUST

New

Shares311

Event2026-06-30

Filed2026-07-27

CEG

CONSTELLATION ENERGY CORP

New

Shares103

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC

0.00%

Shares59

Event2026-06-30

Filed2026-07-27

QNITY ELECTRONICS INC

New

Shares153

Event2026-06-30

Filed2026-07-27

SXT

SENSIENT TECHNOLOGIES CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares448

Event2026-06-30

Filed2026-07-27

PLUG

PLUG PWR INC

New

Shares9.0K

Event2026-06-30

Filed2026-07-27

CMI

CUMMINS INC

New

Shares33

Event2026-06-30

Filed2026-07-27

AIPO

TIDAL TRUST II

New

Shares696

Event2026-06-30

Filed2026-07-27

PBW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares580

Event2026-06-30

Filed2026-07-27

ETSY INC

New

Shares300

Event2026-06-30

Filed2026-07-27

ITB

ISHARES TR

0.00%

Shares216

Event2026-06-30

Filed2026-07-27

DHI

D R HORTON INC

0.00%

Shares136

Event2026-06-30

Filed2026-07-27

HBAN

HUNTINGTON BANCSHARES INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

NUSC

NUSHARES ETF TR

0.00%

Shares410

Event2026-06-30

Filed2026-07-27

ETR

ENTERGY CORP NEW

New

Shares181

Event2026-06-30

Filed2026-07-27

BROOKFIELD CORP

49.84%

Shares481

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

KMI

KINDER MORGAN INC DEL

0.00%

Shares615

Event2026-06-30

Filed2026-07-27

OGE

OGE ENERGY CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

TGT

TARGET CORP

-80.35%

Shares148

Event2026-06-30

Filed2026-07-27

DFNM

DIMENSIONAL ETF TRUST

New

Shares391

Event2026-06-30

Filed2026-07-27

VTRS

VIATRIS INC

5.54%

Shares1.2K

Event2026-06-30

Filed2026-07-27

VIGI

VANGUARD WHITEHALL FDS

New

Shares200

Event2026-06-30

Filed2026-07-27

KKR

KKR & CO INC

New

Shares200

Event2026-06-30

Filed2026-07-27

SYF

SYNCHRONY FINANCIAL

0.00%

Shares237

Event2026-06-30

Filed2026-07-27

SJM

SMUCKER J M CO

3.92%

Shares159

Event2026-06-30

Filed2026-07-27

NTB

BANK OF N T BUTTERFIELD & SO

New

Shares300

Event2026-06-30

Filed2026-07-27

PHO

INVESCO EXCHANGE TRADED FD T

0.39%

Shares255

Event2026-06-30

Filed2026-07-27

RPM

RPM INTL INC

0.00%

Shares156

Event2026-06-30

Filed2026-07-27

EVRG

EVERGY INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

SHEL

SHELL PLC

New

Shares218

Event2026-06-30

Filed2026-07-27

MDB

MONGODB INC

New

Shares50

Event2026-06-30

Filed2026-07-27

TMUS

T-MOBILE US INC

New

Shares100

Event2026-06-30

Filed2026-07-27

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares188

Event2026-06-30

Filed2026-07-27

IFF

INTERNATIONAL FLAVORS&FRAGRA

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

SOLV

SOLVENTUM CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

KRE

SPDR SERIES TRUST

New

Shares200

Event2026-06-30

Filed2026-07-27

YUMC

YUM CHINA HLDGS INC

0.00%

Shares360

Event2026-06-30

Filed2026-07-27

PRTA

PROTHENA CORP PLC

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

TFII

TFI INTERNATIONAL INC

New

Shares100

Event2026-06-30

Filed2026-07-27

DUPONT DE NEMOURS INC

New

Shares102

Event2026-06-30

Filed2026-07-27

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

ARKX

ARK ETF TR

New

Shares400

Event2026-06-30

Filed2026-07-27

EDV

VANGUARD WORLD FD

New

Shares208

Event2026-06-30

Filed2026-07-27

WAB

WABTEC

0.00%

Shares50

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

New

Shares118

Event2026-06-30

Filed2026-07-27

HPQ

HP INC

-83.08%

Shares593

Event2026-06-30

Filed2026-07-27

MRNA

MODERNA INC

15.63%

Shares185

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

New

Shares53

Event2026-06-30

Filed2026-07-27

ITOT

ISHARES TR

0.00%

Shares77

Event2026-06-30

Filed2026-07-27

LII

LENNOX INTL INC

0.00%

Shares22

Event2026-06-30

Filed2026-07-27

PRU

PRUDENTIAL FINL INC

New

Shares113

Event2026-06-30

Filed2026-07-27

ELV

ELEVANCE HEALTH INC FORMERLY

-55.71%

Shares31

Event2026-06-30

Filed2026-07-27

MELI

MERCADOLIBRE

New

Shares7

Event2026-06-30

Filed2026-07-27

RDVY

FIRST TR EXCHANGE TRADED FD

115.15%

Shares142

Event2026-06-30

Filed2026-07-27

EBC

EASTERN BANKSHARES INC

New

Shares500

Event2026-06-30

Filed2026-07-27

CRSP

CRISPR THERAPEUTICS AG

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

ARK ETF TR

0.00%

Shares133

Event2026-06-30

Filed2026-07-27

ERTH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares223

Event2026-06-30

Filed2026-07-27

IGV

ISHARES TR

0.00%

Shares115

Event2026-06-30

Filed2026-07-27

ONB

OLD NATL BANCORP IND

New

Shares400

Event2026-06-30

Filed2026-07-27

FDCF

FIDELITY COVINGTON TRUST

New

Shares195

Event2026-06-30

Filed2026-07-27

FNF

FIDELITY NATL FINL INC

0.00%

Shares196

Event2026-06-30

Filed2026-07-27

DFUV

DIMENSIONAL ETF TRUST

New

Shares165

Event2026-06-30

Filed2026-07-27

SPTL

SPDR SERIES TRUST

0.00%

Shares342

Event2026-06-30

Filed2026-07-27

POWI

POWER INTEGRATIONS INC

New

Shares100

Event2026-06-30

Filed2026-07-27

DOW

DOW HLDGS INC

0.00%

Shares306

Event2026-06-30

Filed2026-07-27

PBR

PETROLEO BRASILEIRO S A

New

Shares500

Event2026-06-30

Filed2026-07-27

TAP

MOLSON COORS BEVERAGE CO

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

INTERNATIONAL PAPER CO

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

USB

US BANCORP

New

Shares122

Event2026-06-30

Filed2026-07-27

AIQ

GLOBAL X FDS

0.00%

Shares110

Event2026-06-30

Filed2026-07-27

INGERSOLL RAND INC

0.00%

Shares88

Event2026-06-30

Filed2026-07-27

USMV

ISHARES TR

New

Shares73

Event2026-06-30

Filed2026-07-27

NANR

SPDR INDEX SHS FDS

New

Shares93

Event2026-06-30

Filed2026-07-27

VBNK

VERSABANK NEW

New

Shares300

Event2026-06-30

Filed2026-07-27

DEO

DIAGEO PLC

0.00%

Shares86

Event2026-06-30

Filed2026-07-27

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares80

Event2026-06-30

Filed2026-07-27

HAL

HALLIBURTON CO

New

Shares200

Event2026-06-30

Filed2026-07-27

DRIV

GLOBAL X FDS

1.73%

Shares176

Event2026-06-30

Filed2026-07-27

VOD

VODAFONE GROUP PLC

0.00%

Shares500

Event2026-06-30

Filed2026-07-27

KHC

KRAFT HEINZ CO

0.00%

Shares276

Event2026-06-30

Filed2026-07-27

ESGV

VANGUARD WORLD FD

0.00%

Shares49

Event2026-06-30

Filed2026-07-27

COLB

COLUMBIA BKG SYS INC

New

Shares200

Event2026-06-30

Filed2026-07-27

DHR

DANAHER CORP DEL

0.00%

Shares33

Event2026-06-30

Filed2026-07-27

THE CIGNA GROUP

0.00%

Shares22

Event2026-06-30

Filed2026-07-27

XENE

XENON PHARMACEUTICALS INC

New

Shares100

Event2026-06-30

Filed2026-07-27

IBB

ISHARES TR

New

Shares30

Event2026-06-30

Filed2026-07-27

AMRC

AMERESCO INC

New

Shares200

Event2026-06-30

Filed2026-07-27

RSG

REPUBLIC SVCS INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-27

ITUB

ITAU UNIBANCO HLDG S A

New

Shares618

Event2026-06-30

Filed2026-07-27

EMN

EASTMAN CHEM CO

0.00%

Shares74

Event2026-06-30

Filed2026-07-27

QBTS

D-WAVE QUANTUM INC

New

Shares200

Event2026-06-30

Filed2026-07-27

CART

MAPLEBEAR INC

New

Shares100

Event2026-06-30

Filed2026-07-27

ALLEGION PLC

0.00%

Shares33

Event2026-06-30

Filed2026-07-27

QURE

UNIQURE NV

New

Shares100

Event2026-06-30

Filed2026-07-27

REMX

VANECK ETF TRUST

New

Shares52

Event2026-06-30

Filed2026-07-27

DAL

DELTA AIR LINES INC

New

Shares49

Event2026-06-30

Filed2026-07-27

LEN

LENNAR CORP

New

Shares50

Event2026-06-30

Filed2026-07-27

CPB

THE CAMPBELLS COMPANY

0.00%

Shares200

Event2026-06-30

Filed2026-07-27

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares121

Event2026-06-30

Filed2026-07-27

LAMB WESTON HLDGS INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-27

GDDY

GODADDY INC

New

Shares50

Event2026-06-30

Filed2026-07-27

NCLH

NORWEGIAN CRUISE LINE HLDGS

New

Shares200

Event2026-06-30

Filed2026-07-27

CAG

CONAGRA BRANDS INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-27

CAVA

CAVA GROUP INC

New

Shares50

Event2026-06-30

Filed2026-07-27

HST

HOST HOTELS & RESORTS INC

0.00%

Shares159

Event2026-06-30

Filed2026-07-27

MICC

MAGNUM ICE CREAM CO NV

New

Shares214

Event2026-06-30

Filed2026-07-27

LEU

CENTRUS ENERGY CORP

0.00%

Shares22

Event2026-06-30

Filed2026-07-27

BAM

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares80

Event2026-06-30

Filed2026-07-27

DEUTSCHE BK AG

New

Shares100

Event2026-06-30

Filed2026-07-27

LILA

LIBERTY LATIN AMERICA LTD

New

Shares400

Event2026-06-30

Filed2026-07-27

ACCENTURE PLC IRELAND

0.00%

Shares25

Event2026-06-30

Filed2026-07-27

STM

STMICROELECTRONICS N V

New

Shares40

Event2026-06-30

Filed2026-07-27

HTFL

HEARTFLOW INC

New

Shares100

Event2026-06-30

Filed2026-07-27

GOODYEAR TIRE & RUBR CO

0.00%

Shares400

Event2026-06-30

Filed2026-07-27

AGILENT TECHNOLOGIES INC

0.00%

Shares19

Event2026-06-30

Filed2026-07-27

VSNT

VERSANT MEDIA GROUP INC

New

Shares70

Event2026-06-30

Filed2026-07-27

ARK ETF TR

0.00%

Shares59

Event2026-06-30

Filed2026-07-27

PYPL

PAYPAL HLDGS INC

-95.48%

Shares50

Event2026-06-30

Filed2026-07-27

SLF

SUN LIFE FINANCIAL INC.

New

Shares25

Event2026-06-30

Filed2026-07-27

NVTS

NAVITAS SEMICONDUCTOR CORP

New

Shares100

Event2026-06-30

Filed2026-07-27

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares50

Event2026-06-30

Filed2026-07-27

NBIS

NEBIUS GROUP N.V.

New

Shares5

Event2026-06-30

Filed2026-07-27

ENI SPA

New

Shares29

Event2026-06-30

Filed2026-07-27

MAT

MATTEL INC

0.00%

Shares97

Event2026-06-30

Filed2026-07-27

METC

RAMACO RES INC

New

Shares100

Event2026-06-30

Filed2026-07-27

DON

WISDOMTREE TR

New

Shares23

Event2026-06-30

Filed2026-07-27

UTES

ETFIS SER TR I

New

Shares15

Event2026-06-30

Filed2026-07-27

ENERGY TRANSFER L P

New

Shares60

Event2026-06-30

Filed2026-07-27

DFNL

DAVIS FUNDAMENTAL ETF TR

New

Shares20

Event2026-06-30

Filed2026-07-27

FNDE

SCHWAB STRATEGIC TR

New

Shares24

Event2026-06-30

Filed2026-07-27

ON SEMICONDUCTOR CORP

New

Shares10

Event2026-06-30

Filed2026-07-27

NVAX

NOVAVAX INC

New

Shares100

Event2026-06-30

Filed2026-07-27

RVMD

REVOLUTION MEDICINES INC

New

Shares5

Event2026-06-30

Filed2026-07-27

SLVM

SYLVAMO CORP

0.00%

Shares18

Event2026-06-30

Filed2026-07-27

LNC

LINCOLN NATL CORP IND

0.00%

Shares19

Event2026-06-30

Filed2026-07-27

JOBY

JOBY AVIATION INC

New

Shares70

Event2026-06-30

Filed2026-07-27

KYNDRYL HLDGS INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-27

XERS

XERIS BIOPHARMA HOLDINGS INC

New

Shares40

Event2026-06-30

Filed2026-07-27

F&G ANNUITIES & LIFE INC

New

Shares11

Event2026-06-30

Filed2026-07-27

METCB

RAMACO RES INC

New

Shares17

Event2026-06-30

Filed2026-07-27

SCLX

SCILEX HOLDING CO

0.00%

Shares2

Event2026-06-30

Filed2026-07-27

TLPH

TALPHERA INC

New

Shares5

Event2026-06-30

Filed2026-07-27

VYNE

VYNE THERAPEUTICS INC

New

Shares1

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available