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

Currently, Parallel Advisors, LLC holds 3893 types of securities in its portfolio with a total value $6.5B. In the most recent quarter, they have increased their positions in VO (+162.5K shares, valued at $13.1M), BKNG (+70.4K shares, valued at $12.6M), N/A (+88.4K shares, valued at $12.1M); decreased their positions in BILZ (-102.2K shares, valued at $10.3M), ITOT (-34.6K shares, valued at $5.7M), CVBF (-129.2K shares, valued at $2.9M); initiated new positions in N/A (+88.4K shares, valued at $12.1M), N/A (+22.9K shares, valued at $5.1M), N/A (+22.2K shares, valued at $5.0M).

1M P&L

-13.5M-0.27%

3M P&L

+181.2M+3.74%

HY P&L

+262.5M+5.51%

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/A2.2B

44.2%

2Semiconductors360.9M

7.2%

3Biotechnology357.8M

7.2%

Top Industries by Stock Count

1N/A1002 stocks

27.7%

2Banks - Regional186 stocks

5.1%

3Biotechnology147 stocks

4.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES S&P 500 INDEX ISHARES S&P 500 INDEX1.1M shares1.10%2026-06-302026-08-05

CORT CORCEPT THERAPEUTICS INC COM4.0M shares-0.38%2026-06-302026-08-05

AAPL APPLE INC1.0M shares0.00%2026-06-302026-08-05

NVDA NVIDIA CORP1.2M shares3.27%2026-06-302026-08-05

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1.1M shares-3.03%2026-06-302026-08-05

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF2.2M shares3.94%2026-06-302026-08-05

GOOG ALPHABET INC CAP STK CL C350.4K shares-0.95%2026-06-302026-08-05

GOOGL GOOGLE INC338.2K shares1.78%2026-06-302026-08-05

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MSFT MICROSOFT305.3K shares-0.31%2026-06-302026-08-05

AMZN AMAZON.COM INC414.7K shares1.25%2026-06-302026-08-05

AVDE AVANTIS INTERNATIONAL EQUITY ETF1.0M shares13.07%2026-06-302026-08-05

VFLO VICTORYSHARES FREE CASH FLOW ETF1.7M shares13.24%2026-06-302026-08-05

CVBF CVB FINL CORP COM3.5M shares-3.53%2026-06-302026-08-05

AVEM AVANTIS EMERGING MARKETS EQUITY ETF814.7K shares7.17%2026-06-302026-08-05

VV VANGUARD LARGE CAP225.9K shares6.79%2026-06-302026-08-05

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF639.6K shares-3.91%2026-06-302026-08-05

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VANGUARD TOTAL STK MKT VANGUARD TOTAL STK MKT152.2K shares-1.05%2026-06-302026-08-05

VB VANGUARD SMALL CAP ETF160.4K shares-0.44%2026-06-302026-08-05

JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND988.9K shares12.00%2026-06-302026-08-05

META PLATFORMS INC CL A META PLATFORMS INC CL A82.7K shares4.87%2026-06-302026-08-05

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM136.9K shares0.99%2026-06-302026-08-05

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP47.5K shares3.41%2026-06-302026-08-05

BROADCOM INC COM BROADCOM INC COM110.6K shares1.04%2026-06-302026-08-05

IXN ISHARES GLOBAL TECH ETF284.8K shares-2.07%2026-06-302026-08-05

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BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW77.7K shares-3.77%2026-06-302026-08-05

VEA VANGUARD FTSE DEVELOPED MARKETS ETF543.1K shares3.30%2026-06-302026-08-05

LLY ELI LILLY & CO COM31.9K shares5.03%2026-06-302026-08-05

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF49.5K shares-0.62%2026-06-302026-08-05

BINC BLACKROCK FLEXIBLE INCOME ETF696.3K shares8.46%2026-06-302026-08-05

VOO VANGUARD S&P 500 ETF52.7K shares-0.03%2026-06-302026-08-05

QQQ POWERSHARES QQQ TR49.1K shares0.19%2026-06-302026-08-05

IGSB ISHARES 1-3 YR CREDIT BOND ETF686.1K shares4.67%2026-06-302026-08-05

Sponsored

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF432.5K shares2.23%2026-06-302026-08-05

TSLA TESLA MOTORS INC82.9K shares0.69%2026-06-302026-08-05

ISHARES AGGREGATE BOND ETF ISHARES AGGREGATE BOND ETF333.6K shares2.74%2026-06-302026-08-05

QUAL ISHARES MSCI USA QUALITY FACTOR ETF146.5K shares0.35%2026-06-302026-08-05

VTV VANGUARD VALUE ETF144.4K shares-1.04%2026-06-302026-08-05

VISA INC VISA INC81.7K shares-4.57%2026-06-302026-08-05

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF326.2K shares6.34%2026-06-302026-08-05

MU MICRON TECHNOLOGY22.3K shares18.07%2026-06-302026-08-05

Sponsored

ABBVIE INC COM ABBVIE INC COM100.8K shares-2.92%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD52.3K shares18.32%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC COM42.6K shares8.22%2026-06-302026-08-05

EFA ISHARES MSCI EAFE ETF234.2K shares2.70%2026-06-302026-08-05

NETFLIX COM INC NETFLIX COM INC336.9K shares2.66%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A202.3K shares-0.55%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC COM63.6K shares-0.23%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON COM83.0K shares3.27%2026-06-302026-08-05

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF352.5K shares4.50%2026-06-302026-08-05

MASTERCARD INC MASTERCARD INC40.0K shares-0.75%2026-06-302026-08-05

TJX TJX COS INC NEW COM135.0K shares-1.66%2026-06-302026-08-05

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF221.1K shares-1.63%2026-06-302026-08-05

GLD SPDR GOLD ETF53.8K shares-1.25%2026-06-302026-08-05

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF476.0K shares-0.04%2026-06-302026-08-05

APPLIED MATLS INC COM APPLIED MATLS INC COM27.2K shares0.95%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A25.1K shares1.80%2026-06-302026-08-05

Sponsored

TMO THERMO FISHER SCIENTIFIC INC COM37.7K shares1.74%2026-06-302026-08-05

WMT WALMART INC COM163.9K shares2.55%2026-06-302026-08-05

CVX CHEVRON CORPORATION COM111.8K shares-0.23%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC COM250.1K shares-1.89%2026-06-302026-08-05

GEV GE VERNOVA INC COM15.1K shares10.86%2026-06-302026-08-05

VO VANGUARD MID CAP217.9K shares293.15%2026-06-302026-08-05

IJH ISHARES CORE S&P MID CAP ETF225.4K shares0.63%2026-06-302026-08-05

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF319.2K shares0.21%2026-06-302026-08-05

Sponsored

ISRG INTUITIVE SURGICAL, INC.40.6K shares-0.37%2026-06-302026-08-05

WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF807.7K shares8.48%2026-06-302026-08-05

JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF351.3K shares-10.70%2026-06-302026-08-05

IWF ISHARES RUSSELL 1000 GROWTH ETF121.5K shares294.62%2026-06-302026-08-05

IJR ISHARES S&P SMALLCAP 600 ETF98.8K shares8.39%2026-06-302026-08-05

IVE ISHARES S&P 500 VALUE ETF64.1K shares9.99%2026-06-302026-08-05

QUANTA SERVICES INC QUANTA SERVICES INC20.0K shares4.21%2026-06-302026-08-05

SCHD SCHWAB US DIVIDEND EQUITY ETF446.1K shares10.98%2026-06-302026-08-05

Sponsored

CISCO SYS INC CISCO SYS INC120.4K shares3.09%2026-06-302026-08-05

BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND138.0K shares-42.54%2026-06-302026-08-05

CAT CATERPILLAR INC COM13.0K shares-0.50%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY GROUP LTD46.5K shares8.89%2026-06-302026-08-05

VIG VANGUARD DIVIDEND APPRECIATION ETF58.2K shares-0.24%2026-06-302026-08-05

INTC INTEL CORP COM95.6K shares11.19%2026-06-302026-08-05

VCSH VANGUARD SHORT TERM CORP BOND FD ETF166.2K shares1.26%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC COM73.3K shares2432.49%2026-06-302026-08-05

Sponsored

HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF163.2K shares3.61%2026-06-302026-08-05

VUG VANGUARD GROWTH ETF148.5K shares487.50%2026-06-302026-08-05

LRGF ISHARES U.S. EQUITY FACTOR ETF168.7K shares5.25%2026-06-302026-08-05

DCI DONALDSON INC COM140.2K shares-1.47%2026-06-302026-08-05

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM142.7K shares2.92%2026-06-302026-08-05

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS88.4K sharesnew addition2026-06-302026-08-05

MS MORGAN STANLEY57.5K shares1.85%2026-06-302026-08-05

VGT VANGUARD INFORMATION TECHNOLOGY98.5K shares683.00%2026-06-302026-08-05

Sponsored

RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT52.9K shares7.74%2026-06-302026-08-05

VBR VANGUARD SMALL CAP VALUE ETF45.7K shares-0.07%2026-06-302026-08-05

ANET ARISTA NETWORKS INC COM SHS63.6K shares3.63%2026-06-302026-08-05

UNITEDHEALTH GROUP UNITEDHEALTH GROUP26.0K shares6.84%2026-06-302026-08-05

IVW ISHARES S&P 500 GROWTH ETF77.3K shares4.44%2026-06-302026-08-05

VNQ VANGUARD REIT INDEX ETF108.4K shares1.79%2026-06-302026-08-05

SCHF SCHWAB INTERNATIONAL EQUITY ETF374.2K shares2.36%2026-06-302026-08-05

HD HOME DEPOT29.0K shares-5.81%2026-06-302026-08-05

Sponsored

ORACLE CORPORATION ORACLE CORPORATION69.6K shares12.64%2026-06-302026-08-05

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF119.2K shares0.50%2026-06-302026-08-05

LRCX LAM RESEARCH CORP23.3K shares12.94%2026-06-302026-08-05

BLK BLACKROCK INC10.4K shares-3.51%2026-06-302026-08-05

ESGU ISHARES ESG AWARE MSCI USA ETF60.5K shares3.19%2026-06-302026-08-05

ECL ECOLAB INC COM34.9K shares-3.07%2026-06-302026-08-05

GILD GILEAD SCIENCES INC76.9K shares1.16%2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO COM28.0K shares-1.07%2026-06-302026-08-05

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF39.6K shares-0.21%2026-06-302026-08-05

PG PROCTER & GAMBLE CO COM63.9K shares4.56%2026-06-302026-08-05

ACWI ISHARES TR MSCI ACWIINDEX FD59.1K shares1.39%2026-06-302026-08-05

SYK STRYKER CORP29.4K shares29.11%2026-06-302026-08-05

EEM ISHARES MSCI EMERGING MARKETS ETF133.2K shares2.84%2026-06-302026-08-05

MNST MONSTER BEVERAGE CORP94.3K shares-0.11%2026-06-302026-08-05

VLUE ISHARES EDGE MSCI USA VALUE FACTOR ETF45.0K shares11.02%2026-06-302026-08-05

SMH VANECK SEMICONDUCTOR ETF13.6K shares-16.61%2026-06-302026-08-05

Sponsored

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF101.0K shares45.18%2026-06-302026-08-05

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF406.9K shares8.91%2026-06-302026-08-05

ABT ABBOTT LABORATORIES COM97.5K shares-17.17%2026-06-302026-08-05

MRK MERCK & CO INC66.8K shares18.88%2026-06-302026-08-05

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF339.4K shares11.32%2026-06-302026-08-05

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF351.1K shares23.79%2026-06-302026-08-05

IBM INTL BUSINESS MACHINES29.5K shares-2.56%2026-06-302026-08-05

PEP PEPSICO INC COM60.9K shares5.97%2026-06-302026-08-05

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KLAC KLA-TENCOR CORP27.2K shares889.64%2026-06-302026-08-05

KO COCA COLA CO COM100.7K shares-0.40%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP COM8.4K shares0.52%2026-06-302026-08-05

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF165.0K shares3.96%2026-06-302026-08-05

GE GE AEROSPACE COM NEW21.5K shares6.34%2026-06-302026-08-05

BSV VANGUARD SHORT-TERM BOND ETF102.6K shares16.21%2026-06-302026-08-05

CRM SALESFORCE COM50.9K shares-15.30%2026-06-302026-08-05

IVLU ISHARES MSCI INTL VALUE FACTOR ETF189.4K shares2.79%2026-06-302026-08-05

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VIK VIKING HOLDINGS LTD ORD SHS74.7K shares0.07%2026-06-302026-08-05

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF320.1K shares18.84%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC7.6K shares-0.62%2026-06-302026-08-05

SCHB SCHWAB ETFS- US BROAD MARKET ETF261.7K shares2.34%2026-06-302026-08-05

HOOD ROBINHOOD MKTS INC COM CL A75.3K shares0.91%2026-06-302026-08-05

RTX CORPORATION COM RTX CORPORATION COM39.0K shares7.79%2026-06-302026-08-05

ASML ASML HLDG NV N Y REGISTRY SHS3.7K shares6.52%2026-06-302026-08-05

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF313.9K shares12.59%2026-06-302026-08-05

Sponsored

IWM ISHARES RUSSELL 2000 ETF24.1K shares-14.38%2026-06-302026-08-05

XLE ENERGY SELECT SECTOR SPDR133.8K shares-1.34%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO COM77.2K shares2.04%2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC COM25.9K shares0.05%2026-06-302026-08-05

VT VANGUARD TOTAL WORLD STOCK ETF44.4K shares26.95%2026-06-302026-08-05

USMV ISHARES MSCI USA MIN VOL FACTOR ETF71.7K shares0.17%2026-06-302026-08-05

FBND FIDELITY TOTAL BOND ETF149.7K shares8.63%2026-06-302026-08-05

IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF266.5K shares9.13%2026-06-302026-08-05

Sponsored

INTU INTUIT INC25.6K shares-8.57%2026-06-302026-08-05

IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF314.0K shares7.49%2026-06-302026-08-05

CCI CROWN CASTLE INTL CORP85.8K shares-1.29%2026-06-302026-08-05

ADI ANALOG DEVICES INC16.2K shares8.20%2026-06-302026-08-05

VYM VANGUARD HIGH DIVIDEND YIELD40.6K shares-1.60%2026-06-302026-08-05

IYW ISHARES DJ US TECHNOLOGY25.4K shares1.90%2026-06-302026-08-05

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF126.2K shares89.49%2026-06-302026-08-05

BAC BANK OF AMER CORP COM111.0K shares-3.67%2026-06-302026-08-05

Sponsored

VZ VERIZON COMMUNICATIONS146.3K shares-4.16%2026-06-302026-08-05

IJS ISHARES S&P SMALLCAP 600 VALUE ETF44.7K shares0.17%2026-06-302026-08-05

IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF234.6K shares10.15%2026-06-302026-08-05

SCHE SCHWAB EMERGING MARKET EQ ETF161.5K shares1.08%2026-06-302026-08-05

ACCENTURE LTD BERMUDA CL A ACCENTURE LTD BERMUDA CL A46.8K shares-7.85%2026-06-302026-08-05

TXN TEXAS INSTRS INC COM19.5K shares6.26%2026-06-302026-08-05

GLW CORNING INC COM22.6K shares1.54%2026-06-302026-08-05

IBDZ ISHARES IBONDS DEC 2034 TERM CORPORATE ETF220.5K shares8.40%2026-06-302026-08-05

Sponsored

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF60.9K shares-7.66%2026-06-302026-08-05

SPHQ INVESCO S&P 500 QUALITY ETF62.5K shares0.02%2026-06-302026-08-05

TIP ISHARES TIPS BOND ETF50.7K shares-0.08%2026-06-302026-08-05

MKL MARKEL CORP HOLDING CO2.8K shares-4.42%2026-06-302026-08-05

SNDK SANDISK CORP COM2.4K shares69.37%2026-06-302026-08-05

XLK TECHNOLOGY SELECT SECTOR SPDR28.8K shares-0.40%2026-06-302026-08-05

TWLO TWILIO INC CL A26.6K shares-7.55%2026-06-302026-08-05

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF191.0K shares11.29%2026-06-302026-08-05

Sponsored

O REALTY INCOME CORP85.1K shares2.75%2026-06-302026-08-05

TTWO TAKE-TWO INTERACTIVESOFTWRE21.1K shares-3.63%2026-06-302026-08-05

WDC WESTERN DIGITAL CORP COM8.2K shares30.41%2026-06-302026-08-05

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF205.4K shares4.16%2026-06-302026-08-05

GFLW VICTORYSHARES FREE CASH FLOW GROWTH ETF148.9K shares3.21%2026-06-302026-08-05

ROP ROPER INDUSTRIES INC15.0K shares-2.94%2026-06-302026-08-05

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM22.9K sharesnew addition2026-06-302026-08-05

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF98.3K shares49.47%2026-06-302026-08-05

Sponsored

SBUX STARBUCKS CORP49.1K shares7.25%2026-06-302026-08-05

JBND JPMORGAN ACTIVE BOND ETF93.4K shares-1.25%2026-06-302026-08-05

HONEYWELL INTL INC HONEYWELL INTL INC22.2K sharesnew addition2026-06-302026-08-05

IAU ISHARES GOLD TRUST ETF65.6K shares-2.29%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO COM14.4K shares4.25%2026-06-302026-08-05

EXFY EXPENSIFY INC COM CL A2.7M sharesnew addition2026-06-302026-08-05

EMR EMERSON ELEC CO COM33.0K shares9.11%2026-06-302026-08-05

ETN EATON CORP PLC SHS11.0K shares20.37%2026-06-302026-08-05

Sponsored

IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF205.3K shares75.29%2026-06-302026-08-05

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND173.9K shares1.71%2026-06-302026-08-05

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF47.5K shares8.43%2026-06-302026-08-05

XYL XYLEM INC38.7K shares-10.59%2026-06-302026-08-05

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY4.7K shares8.50%2026-06-302026-08-05

CMI CUMMINS INC COM6.4K shares-1.28%2026-06-302026-08-05

APH AMPHENOL CORP CL A25.5K shares1.07%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL CL A6 shares-14.29%2026-06-302026-08-05

Sponsored

VDE VANGUARD ENERGY29.9K shares-1.42%2026-06-302026-08-05

EW EDWARDS LIFESCIENCES CORP COM49.1K shares-0.64%2026-06-302026-08-05

XBI SPDR BIOTECH ETF28.0K shares1.28%2026-06-302026-08-05

MCD MCDONALDS CORP COM16.3K shares-5.50%2026-06-302026-08-05

IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF215.2K shares7.20%2026-06-302026-08-05

CPNG COUPANG INC CL A247.6K shares-26.74%2026-06-302026-08-05

VEU VANGUARD FTSE ALL-WORLD EX-US51.0K shares-0.32%2026-06-302026-08-05

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF82.2K shares22.19%2026-06-302026-08-05

Sponsored

SCHX SCHWAB U.S. LARGE-CAP ETF139.6K shares-5.72%2026-06-302026-08-05

SHY ISHARES 1-3 YR TREASURY BOND ETF50.0K shares3.25%2026-06-302026-08-05

DELL DELL TECHNOLOGIES INC CL C9.4K shares34.73%2026-06-302026-08-05

AMGN AMGEN INC11.1K shares9.39%2026-06-302026-08-05

IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF177.6K shares9.03%2026-06-302026-08-05

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SCHG SCHWAB US LARGE CAP GROWTH ETF115.9K shares8.13%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC21.6K shares1.95%2026-06-302026-08-05

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IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF196.7K shares8.11%2026-06-302026-08-05

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MDLZ MONDELEZ INTL INC CL A63.4K shares5.46%2026-06-302026-08-05

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JPST JPMORGAN ULTRA-SHORT INCOME ETF71.3K shares11.47%2026-06-302026-08-05

WFC WELLS FARGO & CO COM43.6K shares-9.61%2026-06-302026-08-05

CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF97.0K shares2587.21%2026-06-302026-08-05

UMC UNITED MICROELECTRONICS CORPOR SPONSORED A129.6K shares3.79%2026-06-302026-08-05

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SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209858.1K shares0.90%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC COM10.0K shares5.42%2026-06-302026-08-05

WDAY WORKDAY INC COM11.2K shares11.74%2026-06-302026-08-05

SEIC SEI INVESTMENTS CO15.6K shares-9.04%2026-06-302026-08-05

DLN WISDOMTREE LARGE CAP DIVIDEND14.2K shares0.09%2026-06-302026-08-05

Sponsored

FIX COMFORT SYS USA INC COM688 shares3.77%2026-06-302026-08-05

IWO ISHARES RUSSELL 2000 GROWTH ETF3.4K shares6.98%2026-06-302026-08-05

DAL DELTA AIR LINES INC DEL CMN14.2K shares7.78%2026-06-302026-08-05

GM GENERAL MOTORS CORP17.2K shares-6.48%2026-06-302026-08-05

EBAY EBAY INC11.8K shares28.33%2026-06-302026-08-05

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF13.9K shares13.02%2026-06-302026-08-05

LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA4.7K shares3.74%2026-06-302026-08-05

CMF ISHARES TR S&P CALIF MUN BD FD22.7K shares-11.53%2026-06-302026-08-05

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC COM3.7K shares-2.49%2026-06-302026-08-05

EQT EQT CORP COM24.3K shares21.62%2026-06-302026-08-05

EXPD EXPEDITORS INTL WASH INC7.9K shares1.23%2026-06-302026-08-05

DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF25.7K shares34.01%2026-06-302026-08-05

TDG TRANSDIGM GROUP INC COM DELAWARE966 shares13.11%2026-06-302026-08-05

SPG SIMON PROPERTY GROUP INC5.7K shares4.99%2026-06-302026-08-05

ALIBABA GROUP HLDG LTD SPONSORED ADS ALIBABA GROUP HLDG LTD SPONSORED ADS13.2K shares13.53%2026-06-302026-08-05

SAP SAP AKTIENGESELLSCHAFT ADR8.2K shares15.43%2026-06-302026-08-05

Sponsored

EFG ISHARES MSCI EAFE GROWTH ETF10.1K shares2.23%2026-06-302026-08-05

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF22.9K shares0.00%2026-06-302026-08-05

MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED63.3K shares0.14%2026-06-302026-08-05

CHT CHUNGHWA TELECOM LTD ADR28.3K shares0.04%2026-06-302026-08-05

SHG SHINHAN FINL GROUP ADR F SPONSORED ADR19.6K shares18.27%2026-06-302026-08-05

TIPX STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF65.1K shares11.96%2026-06-302026-08-05

HLT HILTON WORLDWIDE HLDGS INC COM3.7K shares6.70%2026-06-302026-08-05

TRGP TARGA RES CORP COM4.6K shares3.43%2026-06-302026-08-05

Sponsored

AFL AFLAC INC COM10.5K shares1.86%2026-06-302026-08-05

MICROCHIP TECHNOLOGY INC MICROCHIP TECHNOLOGY INC13.4K shares25.31%2026-06-302026-08-05

USB US BANCORP COM NEW20.2K shares-1.50%2026-06-302026-08-05

VANGUARD RUSSELL2000 INDEX FD ETF VANGUARD RUSSELL2000 INDEX FD ETF10.0K shares0.00%2026-06-302026-08-05

CARR CARRIER GLOBAL CORPORATION COM16.6K shares7.97%2026-06-302026-08-05

TEL TE CONNECTIVITY LTD6.0K shares2.78%2026-06-302026-08-05

SNOWFLAKE INC COM SHS SNOWFLAKE INC COM SHS4.7K shares-16.48%2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC COM4.9K shares38.06%2026-06-302026-08-05

Sponsored

VOT VANGUARD MID CAP GROWTH ETF3.9K shares20.28%2026-06-302026-08-05

DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF26.1K shares-3.05%2026-06-302026-08-05

QLTY GMO US QUALITY ETF28.8K shares0.01%2026-06-302026-08-05

CTAS CINTAS CORP7.0K shares-3.08%2026-06-302026-08-05

VDC VANGUARD CONSUMER STAPLES ETF5.3K shares-1.08%2026-06-302026-08-05

CCJ CAMECO CORP F11.7K shares14.39%2026-06-302026-08-05

RDY DR REDDYS LABS LTD ADR81.9K shares-7.16%2026-06-302026-08-05

EVRG EVERGY INC COM13.7K shares10.57%2026-06-302026-08-05

Sponsored

DASH DOORDASH INC CL A6.4K shares1.06%2026-06-302026-08-05

WF WOORI FINANCE HOLDINGS CO LTD-ADR20.4K shares23.05%2026-06-302026-08-05

ENB ENBRIDGE INC COM21.6K shares0.75%2026-06-302026-08-05

VONG VANGUARD RUSSELL 1000 GROWTH ETF9.1K shares1.94%2026-06-302026-08-05

ORLY O REILLY AUTOMOTIVE INC12.6K shares-2.38%2026-06-302026-08-05

ARM ARM HOLDINGS PLC SPONSORED ADS3.3K shares4.14%2026-06-302026-08-05

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF13.0K shares0.97%2026-06-302026-08-05

ARES MGMT L P ARES MGMT L P10.4K shares5.73%2026-06-302026-08-05

Sponsored

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF20.5K shares128.98%2026-06-302026-08-05

TGT TARGET CORP COM8.8K shares11.85%2026-06-302026-08-05

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF4.0K shares-8.18%2026-06-302026-08-05

CSX CSX CORP24.0K shares3.73%2026-06-302026-08-05

KR KROGER CO COM20.5K shares0.16%2026-06-302026-08-05

ROYAL CARRIBBEAN CRUISES LTD ROYAL CARRIBBEAN CRUISES LTD3.6K shares8.56%2026-06-302026-08-05

SCCO SOUTHERN PERU COPPER CORP6.5K shares34.99%2026-06-302026-08-05

XLV HEALTH CARE SELECT SECTOR SPDR7.1K shares2.57%2026-06-302026-08-05

Sponsored

NXP SEMICONDUCTORS NV COM NXP SEMICONDUCTORS NV COM4.0K shares58.52%2026-06-302026-08-05

SRE SEMPRA ENERGY12.0K shares1.81%2026-06-302026-08-05

COHR II-VI INC2.8K shares29.02%2026-06-302026-08-05

WMB WILLIAMS COS INC COM14.8K shares4.97%2026-06-302026-08-05

UBS UBS AG NEW F22.0K shares35.43%2026-06-302026-08-05

ATO ATMOS ENERGY CORP6.3K shares-6.78%2026-06-302026-08-05

PAYX PAYCHEX INC11.1K shares27.61%2026-06-302026-08-05

IJK ISHARES S&P MIDCAP 400 GROWTH INDEX9.3K shares-2.04%2026-06-302026-08-05

Sponsored

DT DYNATRACE INC COM NEW24.7K shares-4.82%2026-06-302026-08-05

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF17.5K shares20.33%2026-06-302026-08-05

MSI MOTOROLA SOLUTIONS INC COM NEW2.6K shares0.78%2026-06-302026-08-05

AVUV AVANTIS U.S. SMALL CAP VALUE ETF8.6K shares-8.50%2026-06-302026-08-05

GRMN GARMIN LTD4.5K shares-6.95%2026-06-302026-08-05

FEOE FIRST EAGLE OVERSEAS EQUITY ETF19.9K shares5.70%2026-06-302026-08-05

KMI KINDER MORGAN INC33.2K shares2.67%2026-06-302026-08-05

CME CHICAGO MERCANTILE HLDGS INC4.8K shares-10.88%2026-06-302026-08-05

Sponsored

DVN DEVON ENERGY CORP25.6K shares29.41%2026-06-302026-08-05

HCA HCA INC2.7K shares-4.69%2026-06-302026-08-05

PRFZ INVESCO RAFI US 1500 SMALL-MID ETF18.9K shares2.71%2026-06-302026-08-05

CRH CRH PLC ORD9.8K shares13.03%2026-06-302026-08-05

ISHARES S&P 500 INDEX

1.10%

Shares1.1M

Event2026-06-30

Filed2026-08-05

CORT

CORCEPT THERAPEUTICS INC COM

-0.38%

Shares4.0M

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

0.00%

Shares1.0M

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORP

3.27%

Shares1.2M

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-3.03%

Shares1.1M

Event2026-06-30

Filed2026-08-05

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

3.94%

Shares2.2M

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC CAP STK CL C

-0.95%

Shares350.4K

Event2026-06-30

Filed2026-08-05

GOOGL

GOOGLE INC

1.78%

Shares338.2K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT

-0.31%

Shares305.3K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON.COM INC

1.25%

Shares414.7K

Event2026-06-30

Filed2026-08-05

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

13.07%

Shares1.0M

Event2026-06-30

Filed2026-08-05

VFLO

VICTORYSHARES FREE CASH FLOW ETF

13.24%

Shares1.7M

Event2026-06-30

Filed2026-08-05

CVBF

CVB FINL CORP COM

-3.53%

Shares3.5M

Event2026-06-30

Filed2026-08-05

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

7.17%

Shares814.7K

Event2026-06-30

Filed2026-08-05

VANGUARD LARGE CAP

6.79%

Shares225.9K

Event2026-06-30

Filed2026-08-05

ISHARES CORE MSCI EAFE ETF

-3.91%

Shares639.6K

Event2026-06-30

Filed2026-08-05

VANGUARD TOTAL STK MKT

-1.05%

Shares152.2K

Event2026-06-30

Filed2026-08-05

VANGUARD SMALL CAP ETF

-0.44%

Shares160.4K

Event2026-06-30

Filed2026-08-05

JPIB

JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND

12.00%

Shares988.9K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC CL A

4.87%

Shares82.7K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO COM

0.99%

Shares136.9K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORP

3.41%

Shares47.5K

Event2026-06-30

Filed2026-08-05

BROADCOM INC COM

1.04%

Shares110.6K

Event2026-06-30

Filed2026-08-05

IXN

ISHARES GLOBAL TECH ETF

-2.07%

Shares284.8K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-3.77%

Shares77.7K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

3.30%

Shares543.1K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO COM

5.03%

Shares31.9K

Event2026-06-30

Filed2026-08-05

STATE STREET SPDR S&P 500 ETF

-0.62%

Shares49.5K

Event2026-06-30

Filed2026-08-05

BINC

BLACKROCK FLEXIBLE INCOME ETF

8.46%

Shares696.3K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD S&P 500 ETF

-0.03%

Shares52.7K

Event2026-06-30

Filed2026-08-05

QQQ

POWERSHARES QQQ TR

0.19%

Shares49.1K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES 1-3 YR CREDIT BOND ETF

4.67%

Shares686.1K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

2.23%

Shares432.5K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA MOTORS INC

0.69%

Shares82.9K

Event2026-06-30

Filed2026-08-05

ISHARES AGGREGATE BOND ETF

2.74%

Shares333.6K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

0.35%

Shares146.5K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD VALUE ETF

-1.04%

Shares144.4K

Event2026-06-30

Filed2026-08-05

VISA INC

-4.57%

Shares81.7K

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

6.34%

Shares326.2K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY

18.07%

Shares22.3K

Event2026-06-30

Filed2026-08-05

ABBVIE INC COM

-2.92%

Shares100.8K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

18.32%

Shares52.3K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC COM

8.22%

Shares42.6K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES MSCI EAFE ETF

2.70%

Shares234.2K

Event2026-06-30

Filed2026-08-05

NETFLIX COM INC

2.66%

Shares336.9K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC CL A

-0.55%

Shares202.3K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC COM

-0.23%

Shares63.6K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON COM

3.27%

Shares83.0K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD FTSE EMERGING MARKETS ETF

4.50%

Shares352.5K

Event2026-06-30

Filed2026-08-05

MASTERCARD INC

-0.75%

Shares40.0K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW COM

-1.66%

Shares135.0K

Event2026-06-30

Filed2026-08-05

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

-1.63%

Shares221.1K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD ETF

-1.25%

Shares53.8K

Event2026-06-30

Filed2026-08-05

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

-0.04%

Shares476.0K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC COM

0.95%

Shares27.2K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC CL A

1.80%

Shares25.1K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC COM

1.74%

Shares37.7K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC COM

2.55%

Shares163.9K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION COM

-0.23%

Shares111.8K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC COM

-1.89%

Shares250.1K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC COM

10.86%

Shares15.1K

Event2026-06-30

Filed2026-08-05

VANGUARD MID CAP

293.15%

Shares217.9K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES CORE S&P MID CAP ETF

0.63%

Shares225.4K

Event2026-06-30

Filed2026-08-05

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

0.21%

Shares319.2K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL, INC.

-0.37%

Shares40.6K

Event2026-06-30

Filed2026-08-05

WCMI

FIRST TRUST WCM INTERNATIONAL EQUITY ETF

8.48%

Shares807.7K

Event2026-06-30

Filed2026-08-05

JMBS

JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF

-10.70%

Shares351.3K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES RUSSELL 1000 GROWTH ETF

294.62%

Shares121.5K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES S&P SMALLCAP 600 ETF

8.39%

Shares98.8K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES S&P 500 VALUE ETF

9.99%

Shares64.1K

Event2026-06-30

Filed2026-08-05

QUANTA SERVICES INC

4.21%

Shares20.0K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB US DIVIDEND EQUITY ETF

10.98%

Shares446.1K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

3.09%

Shares120.4K

Event2026-06-30

Filed2026-08-05

BILZ

PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND

-42.54%

Shares138.0K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC COM

-0.50%

Shares13.0K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY GROUP LTD

8.89%

Shares46.5K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-0.24%

Shares58.2K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP COM

11.19%

Shares95.6K

Event2026-06-30

Filed2026-08-05

VCSH

VANGUARD SHORT TERM CORP BOND FD ETF

1.26%

Shares166.2K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC COM

2432.49%

Shares73.3K

Event2026-06-30

Filed2026-08-05

HYG

ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF

3.61%

Shares163.2K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD GROWTH ETF

487.50%

Shares148.5K

Event2026-06-30

Filed2026-08-05

LRGF

ISHARES U.S. EQUITY FACTOR ETF

5.25%

Shares168.7K

Event2026-06-30

Filed2026-08-05

DCI

DONALDSON INC COM

-1.47%

Shares140.2K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC COM

2.92%

Shares142.7K

Event2026-06-30

Filed2026-08-05

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares88.4K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

1.85%

Shares57.5K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD INFORMATION TECHNOLOGY

683.00%

Shares98.5K

Event2026-06-30

Filed2026-08-05

RSP

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT

7.74%

Shares52.9K

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD SMALL CAP VALUE ETF

-0.07%

Shares45.7K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC COM SHS

3.63%

Shares63.6K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP

6.84%

Shares26.0K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES S&P 500 GROWTH ETF

4.44%

Shares77.3K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD REIT INDEX ETF

1.79%

Shares108.4K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

2.36%

Shares374.2K

Event2026-06-30

Filed2026-08-05

HOME DEPOT

-5.81%

Shares29.0K

Event2026-06-30

Filed2026-08-05

ORACLE CORPORATION

12.64%

Shares69.6K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

0.50%

Shares119.2K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

12.94%

Shares23.3K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

-3.51%

Shares10.4K

Event2026-06-30

Filed2026-08-05

ESGU

ISHARES ESG AWARE MSCI USA ETF

3.19%

Shares60.5K

Event2026-06-30

Filed2026-08-05

ECL

ECOLAB INC COM

-3.07%

Shares34.9K

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

1.16%

Shares76.9K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO COM

-1.07%

Shares28.0K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES RUSSELL 1000 VALUE ETF

-0.21%

Shares39.6K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO COM

4.56%

Shares63.9K

Event2026-06-30

Filed2026-08-05

ACWI

ISHARES TR MSCI ACWIINDEX FD

1.39%

Shares59.1K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORP

29.11%

Shares29.4K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES MSCI EMERGING MARKETS ETF

2.84%

Shares133.2K

Event2026-06-30

Filed2026-08-05

MNST

MONSTER BEVERAGE CORP

-0.11%

Shares94.3K

Event2026-06-30

Filed2026-08-05

VLUE

ISHARES EDGE MSCI USA VALUE FACTOR ETF

11.02%

Shares45.0K

Event2026-06-30

Filed2026-08-05

SMH

VANECK SEMICONDUCTOR ETF

-16.61%

Shares13.6K

Event2026-06-30

Filed2026-08-05

STATE STREET SPDR PORTFOLIO S&P 500 ETF

45.18%

Shares101.0K

Event2026-06-30

Filed2026-08-05

IBDV

ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

8.91%

Shares406.9K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES COM

-17.17%

Shares97.5K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

18.88%

Shares66.8K

Event2026-06-30

Filed2026-08-05

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

11.32%

Shares339.4K

Event2026-06-30

Filed2026-08-05

IBDS

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

23.79%

Shares351.1K

Event2026-06-30

Filed2026-08-05

IBM

INTL BUSINESS MACHINES

-2.56%

Shares29.5K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC COM

5.97%

Shares60.9K

Event2026-06-30

Filed2026-08-05

KLAC

KLA-TENCOR CORP

889.64%

Shares27.2K

Event2026-06-30

Filed2026-08-05

COCA COLA CO COM

-0.40%

Shares100.7K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP COM

0.52%

Shares8.4K

Event2026-06-30

Filed2026-08-05

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

3.96%

Shares165.0K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE COM NEW

6.34%

Shares21.5K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD SHORT-TERM BOND ETF

16.21%

Shares102.6K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE COM

-15.30%

Shares50.9K

Event2026-06-30

Filed2026-08-05

IVLU

ISHARES MSCI INTL VALUE FACTOR ETF

2.79%

Shares189.4K

Event2026-06-30

Filed2026-08-05

VIK

VIKING HOLDINGS LTD ORD SHS

0.07%

Shares74.7K

Event2026-06-30

Filed2026-08-05

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

18.84%

Shares320.1K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

-0.62%

Shares7.6K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB ETFS- US BROAD MARKET ETF

2.34%

Shares261.7K

Event2026-06-30

Filed2026-08-05

HOOD

ROBINHOOD MKTS INC COM CL A

0.91%

Shares75.3K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION COM

7.79%

Shares39.0K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV N Y REGISTRY SHS

6.52%

Shares3.7K

Event2026-06-30

Filed2026-08-05

IBDU

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

12.59%

Shares313.9K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES RUSSELL 2000 ETF

-14.38%

Shares24.1K

Event2026-06-30

Filed2026-08-05

XLE

ENERGY SELECT SECTOR SPDR

-1.34%

Shares133.8K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO COM

2.04%

Shares77.2K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC COM

0.05%

Shares25.9K

Event2026-06-30

Filed2026-08-05

VANGUARD TOTAL WORLD STOCK ETF

26.95%

Shares44.4K

Event2026-06-30

Filed2026-08-05

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

0.17%

Shares71.7K

Event2026-06-30

Filed2026-08-05

FBND

FIDELITY TOTAL BOND ETF

8.63%

Shares149.7K

Event2026-06-30

Filed2026-08-05

IBDX

ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

9.13%

Shares266.5K

Event2026-06-30

Filed2026-08-05

INTU

INTUIT INC

-8.57%

Shares25.6K

Event2026-06-30

Filed2026-08-05

IBDW

ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

7.49%

Shares314.0K

Event2026-06-30

Filed2026-08-05

CCI

CROWN CASTLE INTL CORP

-1.29%

Shares85.8K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC

8.20%

Shares16.2K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD HIGH DIVIDEND YIELD

-1.60%

Shares40.6K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES DJ US TECHNOLOGY

1.90%

Shares25.4K

Event2026-06-30

Filed2026-08-05

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

89.49%

Shares126.2K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP COM

-3.67%

Shares111.0K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS

-4.16%

Shares146.3K

Event2026-06-30

Filed2026-08-05

IJS

ISHARES S&P SMALLCAP 600 VALUE ETF

0.17%

Shares44.7K

Event2026-06-30

Filed2026-08-05

IBDY

ISHARES IBONDS DEC 2033 TERM CORPORATE ETF

10.15%

Shares234.6K

Event2026-06-30

Filed2026-08-05

SCHE

SCHWAB EMERGING MARKET EQ ETF

1.08%

Shares161.5K

Event2026-06-30

Filed2026-08-05

ACCENTURE LTD BERMUDA CL A

-7.85%

Shares46.8K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC COM

6.26%

Shares19.5K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC COM

1.54%

Shares22.6K

Event2026-06-30

Filed2026-08-05

IBDZ

ISHARES IBONDS DEC 2034 TERM CORPORATE ETF

8.40%

Shares220.5K

Event2026-06-30

Filed2026-08-05

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

-7.66%

Shares60.9K

Event2026-06-30

Filed2026-08-05

SPHQ

INVESCO S&P 500 QUALITY ETF

0.02%

Shares62.5K

Event2026-06-30

Filed2026-08-05

TIP

ISHARES TIPS BOND ETF

-0.08%

Shares50.7K

Event2026-06-30

Filed2026-08-05

MKL

MARKEL CORP HOLDING CO

-4.42%

Shares2.8K

Event2026-06-30

Filed2026-08-05

SNDK

SANDISK CORP COM

69.37%

Shares2.4K

Event2026-06-30

Filed2026-08-05

XLK

TECHNOLOGY SELECT SECTOR SPDR

-0.40%

Shares28.8K

Event2026-06-30

Filed2026-08-05

TWLO

TWILIO INC CL A

-7.55%

Shares26.6K

Event2026-06-30

Filed2026-08-05

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

11.29%

Shares191.0K

Event2026-06-30

Filed2026-08-05

REALTY INCOME CORP

2.75%

Shares85.1K

Event2026-06-30

Filed2026-08-05

TTWO

TAKE-TWO INTERACTIVESOFTWRE

-3.63%

Shares21.1K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP COM

30.41%

Shares8.2K

Event2026-06-30

Filed2026-08-05

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

4.16%

Shares205.4K

Event2026-06-30

Filed2026-08-05

GFLW

VICTORYSHARES FREE CASH FLOW GROWTH ETF

3.21%

Shares148.9K

Event2026-06-30

Filed2026-08-05

ROP

ROPER INDUSTRIES INC

-2.94%

Shares15.0K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC COM

New

Shares22.9K

Event2026-06-30

Filed2026-08-05

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

49.47%

Shares98.3K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

7.25%

Shares49.1K

Event2026-06-30

Filed2026-08-05

JBND

JPMORGAN ACTIVE BOND ETF

-1.25%

Shares93.4K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC

New

Shares22.2K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TRUST ETF

-2.29%

Shares65.6K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO COM

4.25%

Shares14.4K

Event2026-06-30

Filed2026-08-05

EXFY

EXPENSIFY INC COM CL A

New

Shares2.7M

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO COM

9.11%

Shares33.0K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC SHS

20.37%

Shares11.0K

Event2026-06-30

Filed2026-08-05

IBHF

ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF

75.29%

Shares205.3K

Event2026-06-30

Filed2026-08-05

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

1.71%

Shares173.9K

Event2026-06-30

Filed2026-08-05

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

8.43%

Shares47.5K

Event2026-06-30

Filed2026-08-05

XYL

XYLEM INC

-10.59%

Shares38.7K

Event2026-06-30

Filed2026-08-05

SEAGATE TECHNOLOGY

8.50%

Shares4.7K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC COM

-1.28%

Shares6.4K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP CL A

1.07%

Shares25.5K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

-14.29%

Shares6

Event2026-06-30

Filed2026-08-05

VDE

VANGUARD ENERGY

-1.42%

Shares29.9K

Event2026-06-30

Filed2026-08-05

EDWARDS LIFESCIENCES CORP COM

-0.64%

Shares49.1K

Event2026-06-30

Filed2026-08-05

XBI

SPDR BIOTECH ETF

1.28%

Shares28.0K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP COM

-5.50%

Shares16.3K

Event2026-06-30

Filed2026-08-05

IBTL

ISHARES IBONDS DEC 2031 TERM TREASURY ETF

7.20%

Shares215.2K

Event2026-06-30

Filed2026-08-05

CPNG

COUPANG INC CL A

-26.74%

Shares247.6K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD FTSE ALL-WORLD EX-US

-0.32%

Shares51.0K

Event2026-06-30

Filed2026-08-05

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

22.19%

Shares82.2K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB U.S. LARGE-CAP ETF

-5.72%

Shares139.6K

Event2026-06-30

Filed2026-08-05

SHY

ISHARES 1-3 YR TREASURY BOND ETF

3.25%

Shares50.0K

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC CL C

34.73%

Shares9.4K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

9.39%

Shares11.1K

Event2026-06-30

Filed2026-08-05

IBTM

ISHARES IBONDS DEC 2032 TERM TREASURY ETF

9.03%

Shares177.6K

Event2026-06-30

Filed2026-08-05

S&P GLOBAL INC COM

18.03%

Shares9.8K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO COM CL A

23.38%

Shares11.8K

Event2026-06-30

Filed2026-08-05

MKC

MCCORMICK & CO INC COM NON VTG

-9.40%

Shares78.1K

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR S&P 100 INDEX FUND

-0.01%

Shares10.7K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB US LARGE CAP GROWTH ETF

8.13%

Shares115.9K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

1.95%

Shares21.6K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO COM

-8.48%

Shares40.3K

Event2026-06-30

Filed2026-08-05

IBTK

ISHARES IBONDS DEC 2030 TERM TREASURY ETF

8.11%

Shares196.7K

Event2026-06-30

Filed2026-08-05

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

0.40%

Shares67.9K

Event2026-06-30

Filed2026-08-05

SHV

ISHARES TR LEHMAN SHORT TREA BDFD

-2.45%

Shares34.6K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD TOTAL BOND MARKET ETF

11.26%

Shares51.6K

Event2026-06-30

Filed2026-08-05

FREEPORT MCMORAN COPPER

6.83%

Shares59.8K

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC CL A

5.46%

Shares63.4K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC COM

32.55%

Shares19.7K

Event2026-06-30

Filed2026-08-05

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

11.47%

Shares71.3K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO COM

-9.61%

Shares43.6K

Event2026-06-30

Filed2026-08-05

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

2587.21%

Shares97.0K

Event2026-06-30

Filed2026-08-05

UMC

UNITED MICROELECTRONICS CORPOR SPONSORED A

3.79%

Shares129.6K

Event2026-06-30

Filed2026-08-05

MGC

VANGUARD MEGA CAP 300 ETF

-3.98%

Shares12.8K

Event2026-06-30

Filed2026-08-05

ITA

ISHARES TR DOW JONESUS AEROSPACE & DEF

17.54%

Shares14.4K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINANCIAL CORP

-2.28%

Shares17.3K

Event2026-06-30

Filed2026-08-05

VONE

VANGUARD RUSSELL 1000 ETF

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-05

SCHW

CHARLES SCHWAB CORP

-12.23%

Shares37.6K

Event2026-06-30

Filed2026-08-05

IBTJ

ISHARES IBONDS DEC 2029 TERM TREASURY ETF

6.97%

Shares159.7K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

10.93%

Shares6.7K

Event2026-06-30

Filed2026-08-05

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

-2.96%

Shares57.9K

Event2026-06-30

Filed2026-08-05

IBTI

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

7.82%

Shares154.1K

Event2026-06-30

Filed2026-08-05

ABNB

AIRBNB INC COM CL A

-3.78%

Shares23.6K

Event2026-06-30

Filed2026-08-05

DSL

DOUBLELINE INCOME SOLUTIONS FD COM

17.91%

Shares300.5K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC SHS

2.48%

Shares6.4K

Event2026-06-30

Filed2026-08-05

BLACKSTONE GROUP LP

14.33%

Shares28.2K

Event2026-06-30

Filed2026-08-05

DOMINOS PIZZA INC

-0.64%

Shares11.2K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS COM

5.82%

Shares31.7K

Event2026-06-30

Filed2026-08-05

ADOBE SYS INC

-32.65%

Shares16.1K

Event2026-06-30

Filed2026-08-05

GRID

FIRST TR NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FD COM SHS

92.57%

Shares17.2K

Event2026-06-30

Filed2026-08-05

CORTEVA INC COM

0.40%

Shares38.3K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

-13.50%

Shares23.1K

Event2026-06-30

Filed2026-08-05

AT&T INC COM

-5.30%

Shares155.6K

Event2026-06-30

Filed2026-08-05

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-0.18%

Shares9.3K

Event2026-06-30

Filed2026-08-05

PFF

ISHARES S&P U.S. PREFERRED STOCK ETF

-1.70%

Shares104.4K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC COM

0.87%

Shares43.9K

Event2026-06-30

Filed2026-08-05

SNPS

SYNOPSYS INC COM

4.22%

Shares7.0K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR RUSSELL 1000 INDEX ETF

11.99%

Shares7.6K

Event2026-06-30

Filed2026-08-05

TCAI

TORTOISE AI INFRASTRUCTURE ETF

-14.44%

Shares55.2K

Event2026-06-30

Filed2026-08-05

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

20.88%

Shares60.5K

Event2026-06-30

Filed2026-08-05

IBTH

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

7.87%

Shares133.1K

Event2026-06-30

Filed2026-08-05

SYF

SYNCHRONY FINANCIAL COM

41.49%

Shares38.8K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC COM

3.33%

Shares2.1K

Event2026-06-30

Filed2026-08-05

AIPO

DEFIANCE AI & POWER INFRASTRUCTURE ETF

-10.78%

Shares87.1K

Event2026-06-30

Filed2026-08-05

XLI

INDUSTRIAL SELECT SECTOR SPDR

4.14%

Shares15.6K

Event2026-06-30

Filed2026-08-05

IWP

ISHARES RUSSELL MIDCAP GROWTH ETF

-1.86%

Shares19.7K

Event2026-06-30

Filed2026-08-05

WASTE MANAGEMENT INC

-4.53%

Shares12.6K

Event2026-06-30

Filed2026-08-05

IWS

ISHARES RUSSELL MIDCAP VALUE INDEX

-4.21%

Shares17.1K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES NATIONAL MUNI BOND ETF

-40.98%

Shares25.6K

Event2026-06-30

Filed2026-08-05

CDNS

CADENCE DESIGN SYSTEM INC COM

-0.12%

Shares7.3K

Event2026-06-30

Filed2026-08-05

IJT

ISHARES S&P SMALLCAP 600 GROWTH ETF

-0.70%

Shares15.4K

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

3.27%

Shares1.6K

Event2026-06-30

Filed2026-08-05

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-5.67%

Shares27.2K

Event2026-06-30

Filed2026-08-05

NVO

NOVO-NORDISK A/S ADR ADR CMN

1.83%

Shares56.9K

Event2026-06-30

Filed2026-08-05

FANG

DIAMONDBACK ENERGY INC COM

-3.14%

Shares15.4K

Event2026-06-30

Filed2026-08-05

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

-9.32%

Shares30.2K

Event2026-06-30

Filed2026-08-05

IWN

ISHARES RUSSELL 2000 VALUE

1.29%

Shares12.2K

Event2026-06-30

Filed2026-08-05

GVI

ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF

6708.00%

Shares25.5K

Event2026-06-30

Filed2026-08-05

PWV

INVESCO LARGE CAP VALUE ETF

0.00%

Shares35.6K

Event2026-06-30

Filed2026-08-05

VRTX

VERTEX PHARMACEUTICALS IN

-2.41%

Shares5.4K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC CL A SUB VTG SHS

-9.06%

Shares23.4K

Event2026-06-30

Filed2026-08-05

RCUS

ARCUS BIOSCIENCES INC COM

0.00%

Shares86.6K

Event2026-06-30

Filed2026-08-05

EQIX

EQUINIX INC COM

132.48%

Shares2.5K

Event2026-06-30

Filed2026-08-05

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

20.55%

Shares61.1K

Event2026-06-30

Filed2026-08-05

BIV

VANGUARD INTERMEDIATE-TERM BOND

18.63%

Shares34.3K

Event2026-06-30

Filed2026-08-05

DHR

DANAHER CORP

0.70%

Shares13.8K

Event2026-06-30

Filed2026-08-05

SPLV

POWERSHARES SP500 LOW VOLATILITY ETF

22.19%

Shares34.8K

Event2026-06-30

Filed2026-08-05

MPC

MARATHON PETE CORP

22.81%

Shares10.0K

Event2026-06-30

Filed2026-08-05

CIEN

CIENA CORP

-0.17%

Shares5.2K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES DJ SELECT DIVIDEND

-10.13%

Shares16.4K

Event2026-06-30

Filed2026-08-05

VBK

VANGUARD SMALL-CAP GROWTH ETF

-5.24%

Shares7.0K

Event2026-06-30

Filed2026-08-05

DATADOG INC CL A COM

0.38%

Shares9.8K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

-14.51%

Shares7.9K

Event2026-06-30

Filed2026-08-05

DEERE & CO COM

2.96%

Shares3.9K

Event2026-06-30

Filed2026-08-05

TRAVELERS COMPANIES INC COM

4.19%

Shares7.5K

Event2026-06-30

Filed2026-08-05

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

1.35%

Shares24.1K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED COM

0.95%

Shares7.2K

Event2026-06-30

Filed2026-08-05

BOEING CO COM

2.70%

Shares11.4K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG ADR

-4.44%

Shares15.6K

Event2026-06-30

Filed2026-08-05

SOXX

ISHARES SEMICONDUCTOR ETF

229.89%

Shares3.8K

Event2026-06-30

Filed2026-08-05

BLOOM ENERGY CORP COM CL A

45.08%

Shares8.0K

Event2026-06-30

Filed2026-08-05

BANK OF NY MELLON CORP COM

0.47%

Shares16.7K

Event2026-06-30

Filed2026-08-05

BIL

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

24.74%

Shares25.8K

Event2026-06-30

Filed2026-08-05

EEMV

ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF

6.06%

Shares30.9K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SERVICE INC

1.14%

Shares21.5K

Event2026-06-30

Filed2026-08-05

OMDA

OMADA HEALTH INC COM

-14.88%

Shares105.0K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

4.38%

Shares3.0K

Event2026-06-30

Filed2026-08-05

CHYM

CHIME FINL INC COM SHS CL A

-18.23%

Shares110.4K

Event2026-06-30

Filed2026-08-05

PGR

PROGRESSIVE CORP COM

6.42%

Shares10.3K

Event2026-06-30

Filed2026-08-05

ESGV

VANGUARD ESG U.S. STOCK ETF

-2.35%

Shares16.9K

Event2026-06-30

Filed2026-08-05

ALL

ALLSTATE CORP

8.88%

Shares9.4K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC COM

-28.36%

Shares92.6K

Event2026-06-30

Filed2026-08-05

3M CO COM

2.70%

Shares13.5K

Event2026-06-30

Filed2026-08-05

XLF

FINANCIAL SELECT SECTOR SPDR

-1.89%

Shares40.8K

Event2026-06-30

Filed2026-08-05

TBIL

F/M US TREASURY 3 MONTH BILL FUND

-32.92%

Shares43.8K

Event2026-06-30

Filed2026-08-05

GOVT

ISHARES U.S. TREASURY BOND ETF

22.90%

Shares95.7K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

-32.80%

Shares13.3K

Event2026-06-30

Filed2026-08-05

HIG

HARTFORD FINL SVCS GROUP INC

-5.08%

Shares16.3K

Event2026-06-30

Filed2026-08-05

QTEC

FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND

57.66%

Shares6.4K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING INC COM

31.10%

Shares9.6K

Event2026-06-30

Filed2026-08-05

HEQT

SIMPLIFY HEDGED EQUITY ETF

-0.92%

Shares63.9K

Event2026-06-30

Filed2026-08-05

SERVICE NOW INC

5.85%

Shares21.5K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR RUSSELL MIDCAP INDEX FD

-14.53%

Shares19.4K

Event2026-06-30

Filed2026-08-05

TROW

T ROWE PRICE GROUP INC

121.33%

Shares18.6K

Event2026-06-30

Filed2026-08-05

SPOTIFY TECHNOLOGY S A SHS

1.33%

Shares4.6K

Event2026-06-30

Filed2026-08-05

PWB

INVESCO LARGE CAP GROWTH ETF

0.00%

Shares12.3K

Event2026-06-30

Filed2026-08-05

STARWOOD PROPERTY TRUST

14.34%

Shares126.6K

Event2026-06-30

Filed2026-08-05

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

1.62%

Shares59.5K

Event2026-06-30

Filed2026-08-05

COR

CENCORA INC COM

7.31%

Shares7.2K

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP COM

10.96%

Shares5.7K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

1.63%

Shares24.5K

Event2026-06-30

Filed2026-08-05

COIN

COINBASE GLOBAL INC COM CL A

-4.34%

Shares13.7K

Event2026-06-30

Filed2026-08-05

VHT

VANGUARD HEALTH CARE ETF

3.72%

Shares6.7K

Event2026-06-30

Filed2026-08-05

JOHNSON CTLS INC

32.17%

Shares13.6K

Event2026-06-30

Filed2026-08-05

VNLA

JANUS HENDERSON SHORT DURATION INCOME ETF

21.07%

Shares40.6K

Event2026-06-30

Filed2026-08-05

IBIT

ISHARES BITCOIN TRUST ETF

-0.50%

Shares59.4K

Event2026-06-30

Filed2026-08-05

APD

AIR PRODUCTS AND CHEMICALS INC COM

2.31%

Shares6.7K

Event2026-06-30

Filed2026-08-05

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

11.27%

Shares42.5K

Event2026-06-30

Filed2026-08-05

STXE

STRIVE EMERGING MARKETS EX-CHINA ETF

10.10%

Shares37.3K

Event2026-06-30

Filed2026-08-05

AVLV

AVANTIS U.S. LARGE CAP VALUE ETF

-4.65%

Shares21.4K

Event2026-06-30

Filed2026-08-05

ESGE

ISHARES ESG AWARE MSCI EM ETF

2.63%

Shares35.5K

Event2026-06-30

Filed2026-08-05

AMERIPRISE FINL INC COM

-0.33%

Shares4.2K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.03%

Shares43.7K

Event2026-06-30

Filed2026-08-05

PSX

PHILLIPS 66

3.49%

Shares11.4K

Event2026-06-30

Filed2026-08-05

MCO

MOODYS CORP

-1.16%

Shares4.2K

Event2026-06-30

Filed2026-08-05

VFH

VANGUARD FINANCIALS ETF

-0.44%

Shares14.5K

Event2026-06-30

Filed2026-08-05

CANADIAN PAC RAILWAYLTD

0.60%

Shares21.8K

Event2026-06-30

Filed2026-08-05

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

7.07%

Shares41.6K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP COM

6.18%

Shares6.8K

Event2026-06-30

Filed2026-08-05

EWJ

ISHARES MSCI JAPAN ETF

-3.82%

Shares19.9K

Event2026-06-30

Filed2026-08-05

PNQI

INVESCO NASDAQ INTERNET ETF

-4.26%

Shares40.5K

Event2026-06-30

Filed2026-08-05

LNG

CHENIERE ENERGY INC

2.04%

Shares7.7K

Event2026-06-30

Filed2026-08-05

ACWX

ISHARES MSCI ACWI EX U.S. ETF

59.66%

Shares24.1K

Event2026-06-30

Filed2026-08-05

ZOETIS INC COM CL A

-10.03%

Shares25.1K

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L P

1.78%

Shares48.7K

Event2026-06-30

Filed2026-08-05

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

82.06%

Shares22.0K

Event2026-06-30

Filed2026-08-05

TMUS

T-MOBILE US INC COM

-13.96%

Shares10.6K

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC SHS

13.65%

Shares3.6K

Event2026-06-30

Filed2026-08-05

HPE

HEWLETT PACKARD ENTERPRISE CO COM

2.26%

Shares39.3K

Event2026-06-30

Filed2026-08-05

ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS

1.53%

Shares39.2K

Event2026-06-30

Filed2026-08-05

URI

UNITED RENTALS INC

4.92%

Shares1.6K

Event2026-06-30

Filed2026-08-05

RBLX

ROBLOX CORP CL A

3.51%

Shares32.3K

Event2026-06-30

Filed2026-08-05

GBDC

GOLUB CAP BDC INC COM

-4.20%

Shares135.1K

Event2026-06-30

Filed2026-08-05

TSCO

TRACTOR SUPPLY CO

-2.52%

Shares54.8K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC COM

-12.45%

Shares7.9K

Event2026-06-30

Filed2026-08-05

WELL

WELLTOWER INC COM

6.33%

Shares7.6K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC COM

11.98%

Shares5.9K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS SHARE BENEFICIAL INT

19.19%

Shares12.7K

Event2026-06-30

Filed2026-08-05

CONSOLIDATED EDISON INC COM

3.98%

Shares15.5K

Event2026-06-30

Filed2026-08-05

SHEL

ROYAL DUTCH SHELL PLC-ADR

7.10%

Shares22.0K

Event2026-06-30

Filed2026-08-05

VGK

VANGUARD EUROPEAN

1.48%

Shares19.2K

Event2026-06-30

Filed2026-08-05

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

1.74%

Shares16.5K

Event2026-06-30

Filed2026-08-05

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

-0.66%

Shares9.0K

Event2026-06-30

Filed2026-08-05

TFC

TRUIST FINL CORP COM

-0.64%

Shares33.9K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP COM

-3.16%

Shares3.3K

Event2026-06-30

Filed2026-08-05

DKNG

DRAFTKINGS INC NEW COM CL A

-3.98%

Shares66.4K

Event2026-06-30

Filed2026-08-05

QNITY ELECTRONICS INC COMMON STOCK

2.51%

Shares10.2K

Event2026-06-30

Filed2026-08-05

BXMT

BLACKSTONE MORTGAGE TRUST INC COM CL A

14.99%

Shares97.8K

Event2026-06-30

Filed2026-08-05

UNILEVER PLC SPON ADR NEW

24.20%

Shares27.6K

Event2026-06-30

Filed2026-08-05

SLV

ISHARES SILVER TRUST ETF

29.65%

Shares31.0K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW COM NEW

3.80%

Shares12.9K

Event2026-06-30

Filed2026-08-05

KOOKMIN BK NEW SPONSORED ADR

22.22%

Shares15.5K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO COM

-6.12%

Shares28.2K

Event2026-06-30

Filed2026-08-05

CIGNA CORP

65.19%

Shares5.9K

Event2026-06-30

Filed2026-08-05

CBRE

CBRE GROUP INC A

-20.18%

Shares12.0K

Event2026-06-30

Filed2026-08-05

MGK

VANGUARD MEGA CAP GROWTH ETF

403.17%

Shares18.3K

Event2026-06-30

Filed2026-08-05

BHP

BHP BILLITON LIMITED SPONSORED ADS

16.99%

Shares19.0K

Event2026-06-30

Filed2026-08-05

JBL

JABIL CIRCUIT INC

0.17%

Shares4.1K

Event2026-06-30

Filed2026-08-05

FAST

FASTENAL CO

6.41%

Shares32.9K

Event2026-06-30

Filed2026-08-05

SOXL

DIREXION DAILY SEMICONDUCTOR BULL 3X ETF

-48.52%

Shares5.9K

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO NASDAQ 100 ETF

7.74%

Shares5.2K

Event2026-06-30

Filed2026-08-05

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

27.16%

Shares20.6K

Event2026-06-30

Filed2026-08-05

UNITY SOFTWARE INC COM

-9.52%

Shares54.5K

Event2026-06-30

Filed2026-08-05

VOX

VANGUARD TELECOMMUNICATIONS SERVICES ETF

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC SHS

-20.07%

Shares19.9K

Event2026-06-30

Filed2026-08-05

IBHG

ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF

64.72%

Shares70.4K

Event2026-06-30

Filed2026-08-05

BILS

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

31.09%

Shares15.6K

Event2026-06-30

Filed2026-08-05

FPE

FIRST TRUST PREFERRED SECURITIES & INCOME ETF

2.44%

Shares86.8K

Event2026-06-30

Filed2026-08-05

ROYAL BANK OF CANADA

3.28%

Shares7.5K

Event2026-06-30

Filed2026-08-05

HDV

ISHARES TR HIGH DIVID EQUITY FD

426.59%

Shares56.6K

Event2026-06-30

Filed2026-08-05

SCHZ

SCHWAB US AGGREGATE BOND ETF

199.09%

Shares67.0K

Event2026-06-30

Filed2026-08-05

ELECTRONICS ARTS

16.19%

Shares7.5K

Event2026-06-30

Filed2026-08-05

HSBC

HSBC HOLDINGS PLC SPONS ADR

13.04%

Shares16.1K

Event2026-06-30

Filed2026-08-05

ASTRAZENECA PLC- SPONS ADR

-8.27%

Shares8.0K

Event2026-06-30

Filed2026-08-05

VCR

VANGUARD CONSUMER DISCRETIONARY

-0.73%

Shares3.8K

Event2026-06-30

Filed2026-08-05

VIS

VANGUARD INDUSTRIALS ETF

0.75%

Shares4.2K

Event2026-06-30

Filed2026-08-05

SCZ

ISHARES MSCI EAFE SMALL CAP ETF

-0.93%

Shares18.3K

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC

3.74%

Shares4.0K

Event2026-06-30

Filed2026-08-05

APPLOVIN CORP COM CL A

8.03%

Shares2.9K

Event2026-06-30

Filed2026-08-05

FSLR

FIRST SOLAR INC

-0.02%

Shares6.3K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB ETFS- US SMALL-CAP ETF

7.25%

Shares40.7K

Event2026-06-30

Filed2026-08-05

MBB

ISHARES MBS ETF

-42.19%

Shares15.5K

Event2026-06-30

Filed2026-08-05

FTNT

FORTINET INC COM

1.31%

Shares9.5K

Event2026-06-30

Filed2026-08-05

ROST

ROSS STORES INC

3.80%

Shares6.8K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO COM

1.38%

Shares15.2K

Event2026-06-30

Filed2026-08-05

CVS

CVS HEALTH CORP COM

11.71%

Shares13.9K

Event2026-06-30

Filed2026-08-05

BANCO SANTANDER CENT HISP

17.34%

Shares104.1K

Event2026-06-30

Filed2026-08-05

ONEQ

FIDELITY COMWLTH TR

0.91%

Shares13.9K

Event2026-06-30

Filed2026-08-05

IDEXX LABS INC

2.03%

Shares2.7K

Event2026-06-30

Filed2026-08-05

VRSK

VERISK ANALYTICS INCCL A

32.16%

Shares7.9K

Event2026-06-30

Filed2026-08-05

MET

METLIFE INC COM

10.85%

Shares16.8K

Event2026-06-30

Filed2026-08-05

CLOUDFLARE INC CL A COM

4.97%

Shares5.8K

Event2026-06-30

Filed2026-08-05

BROS

DUTCH BROS INC CL A

51.82%

Shares19.7K

Event2026-06-30

Filed2026-08-05

FTA

FIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS

-2.35%

Shares14.5K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHERN CRP

4.32%

Shares4.5K

Event2026-06-30

Filed2026-08-05

IGV

ISHARES S&P NORTH AMER TECH-SOFTWARE

109.21%

Shares15.4K

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF

-5.42%

Shares7.1K

Event2026-06-30

Filed2026-08-05

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

-9.15%

Shares28.7K

Event2026-06-30

Filed2026-08-05

PAYO

PAYONEER GLOBAL INC COM

-25.37%

Shares193.2K

Event2026-06-30

Filed2026-08-05

SMFG

SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098

0.90%

Shares58.1K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC COM

5.42%

Shares10.0K

Event2026-06-30

Filed2026-08-05

WDAY

WORKDAY INC COM

11.74%

Shares11.2K

Event2026-06-30

Filed2026-08-05

SEIC

SEI INVESTMENTS CO

-9.04%

Shares15.6K

Event2026-06-30

Filed2026-08-05

DLN

WISDOMTREE LARGE CAP DIVIDEND

0.09%

Shares14.2K

Event2026-06-30

Filed2026-08-05

FIX

COMFORT SYS USA INC COM

3.77%

Shares688

Event2026-06-30

Filed2026-08-05

IWO

ISHARES RUSSELL 2000 GROWTH ETF

6.98%

Shares3.4K

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC DEL CMN

7.78%

Shares14.2K

Event2026-06-30

Filed2026-08-05

GENERAL MOTORS CORP

-6.48%

Shares17.2K

Event2026-06-30

Filed2026-08-05

EBAY

EBAY INC

28.33%

Shares11.8K

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

13.02%

Shares13.9K

Event2026-06-30

Filed2026-08-05

LABORATORY CORP OF AMERICA

3.74%

Shares4.7K

Event2026-06-30

Filed2026-08-05

CMF

ISHARES TR S&P CALIF MUN BD FD

-11.53%

Shares22.7K

Event2026-06-30

Filed2026-08-05

KEYS

KEYSIGHT TECHNOLOGIES INC COM

-2.49%

Shares3.7K

Event2026-06-30

Filed2026-08-05

EQT

EQT CORP COM

21.62%

Shares24.3K

Event2026-06-30

Filed2026-08-05

EXPD

EXPEDITORS INTL WASH INC

1.23%

Shares7.9K

Event2026-06-30

Filed2026-08-05

DFCA

DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF

34.01%

Shares25.7K

Event2026-06-30

Filed2026-08-05

TDG

TRANSDIGM GROUP INC COM DELAWARE

13.11%

Shares966

Event2026-06-30

Filed2026-08-05

SPG

SIMON PROPERTY GROUP INC

4.99%

Shares5.7K

Event2026-06-30

Filed2026-08-05

ALIBABA GROUP HLDG LTD SPONSORED ADS

13.53%

Shares13.2K

Event2026-06-30

Filed2026-08-05

SAP

SAP AKTIENGESELLSCHAFT ADR

15.43%

Shares8.2K

Event2026-06-30

Filed2026-08-05

EFG

ISHARES MSCI EAFE GROWTH ETF

2.23%

Shares10.1K

Event2026-06-30

Filed2026-08-05

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares22.9K

Event2026-06-30

Filed2026-08-05

MUFG

MITSUBISHI UFJ FINL GROUP INC SPONSORED

0.14%

Shares63.3K

Event2026-06-30

Filed2026-08-05

CHT

CHUNGHWA TELECOM LTD ADR

0.04%

Shares28.3K

Event2026-06-30

Filed2026-08-05

SHG

SHINHAN FINL GROUP ADR F SPONSORED ADR

18.27%

Shares19.6K

Event2026-06-30

Filed2026-08-05

TIPX

STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF

11.96%

Shares65.1K

Event2026-06-30

Filed2026-08-05

HLT

HILTON WORLDWIDE HLDGS INC COM

6.70%

Shares3.7K

Event2026-06-30

Filed2026-08-05

TRGP

TARGA RES CORP COM

3.43%

Shares4.6K

Event2026-06-30

Filed2026-08-05

AFL

AFLAC INC COM

1.86%

Shares10.5K

Event2026-06-30

Filed2026-08-05

MICROCHIP TECHNOLOGY INC

25.31%

Shares13.4K

Event2026-06-30

Filed2026-08-05

USB

US BANCORP COM NEW

-1.50%

Shares20.2K

Event2026-06-30

Filed2026-08-05

VANGUARD RUSSELL2000 INDEX FD ETF

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-05

CARR

CARRIER GLOBAL CORPORATION COM

7.97%

Shares16.6K

Event2026-06-30

Filed2026-08-05

TEL

TE CONNECTIVITY LTD

2.78%

Shares6.0K

Event2026-06-30

Filed2026-08-05

SNOWFLAKE INC COM SHS

-16.48%

Shares4.7K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC COM

38.06%

Shares4.9K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD MID CAP GROWTH ETF

20.28%

Shares3.9K

Event2026-06-30

Filed2026-08-05

DWX

STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF

-3.05%

Shares26.1K

Event2026-06-30

Filed2026-08-05

QLTY

GMO US QUALITY ETF

0.01%

Shares28.8K

Event2026-06-30

Filed2026-08-05

CTAS

CINTAS CORP

-3.08%

Shares7.0K

Event2026-06-30

Filed2026-08-05

VDC

VANGUARD CONSUMER STAPLES ETF

-1.08%

Shares5.3K

Event2026-06-30

Filed2026-08-05

CCJ

CAMECO CORP F

14.39%

Shares11.7K

Event2026-06-30

Filed2026-08-05

RDY

DR REDDYS LABS LTD ADR

-7.16%

Shares81.9K

Event2026-06-30

Filed2026-08-05

EVRG

EVERGY INC COM

10.57%

Shares13.7K

Event2026-06-30

Filed2026-08-05

DASH

DOORDASH INC CL A

1.06%

Shares6.4K

Event2026-06-30

Filed2026-08-05

WOORI FINANCE HOLDINGS CO LTD-ADR

23.05%

Shares20.4K

Event2026-06-30

Filed2026-08-05

ENB

ENBRIDGE INC COM

0.75%

Shares21.6K

Event2026-06-30

Filed2026-08-05

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

1.94%

Shares9.1K

Event2026-06-30

Filed2026-08-05

ORLY

O REILLY AUTOMOTIVE INC

-2.38%

Shares12.6K

Event2026-06-30

Filed2026-08-05

ARM

ARM HOLDINGS PLC SPONSORED ADS

4.14%

Shares3.3K

Event2026-06-30

Filed2026-08-05

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

0.97%

Shares13.0K

Event2026-06-30

Filed2026-08-05

ARES MGMT L P

5.73%

Shares10.4K

Event2026-06-30

Filed2026-08-05

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

128.98%

Shares20.5K

Event2026-06-30

Filed2026-08-05

TGT

TARGET CORP COM

11.85%

Shares8.8K

Event2026-06-30

Filed2026-08-05

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

-8.18%

Shares4.0K

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

3.73%

Shares24.0K

Event2026-06-30

Filed2026-08-05

KROGER CO COM

0.16%

Shares20.5K

Event2026-06-30

Filed2026-08-05

ROYAL CARRIBBEAN CRUISES LTD

8.56%

Shares3.6K

Event2026-06-30

Filed2026-08-05

SCCO

SOUTHERN PERU COPPER CORP

34.99%

Shares6.5K

Event2026-06-30

Filed2026-08-05

XLV

HEALTH CARE SELECT SECTOR SPDR

2.57%

Shares7.1K

Event2026-06-30

Filed2026-08-05

NXP SEMICONDUCTORS NV COM

58.52%

Shares4.0K

Event2026-06-30

Filed2026-08-05

SRE

SEMPRA ENERGY

1.81%

Shares12.0K

Event2026-06-30

Filed2026-08-05

COHR

II-VI INC

29.02%

Shares2.8K

Event2026-06-30

Filed2026-08-05

WMB

WILLIAMS COS INC COM

4.97%

Shares14.8K

Event2026-06-30

Filed2026-08-05

UBS

UBS AG NEW F

35.43%

Shares22.0K

Event2026-06-30

Filed2026-08-05

ATO

ATMOS ENERGY CORP

-6.78%

Shares6.3K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

27.61%

Shares11.1K

Event2026-06-30

Filed2026-08-05

IJK

ISHARES S&P MIDCAP 400 GROWTH INDEX

-2.04%

Shares9.3K

Event2026-06-30

Filed2026-08-05

DYNATRACE INC COM NEW

-4.82%

Shares24.7K

Event2026-06-30

Filed2026-08-05

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

20.33%

Shares17.5K

Event2026-06-30

Filed2026-08-05

MSI

MOTOROLA SOLUTIONS INC COM NEW

0.78%

Shares2.6K

Event2026-06-30

Filed2026-08-05

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

-8.50%

Shares8.6K

Event2026-06-30

Filed2026-08-05

GRMN

GARMIN LTD

-6.95%

Shares4.5K

Event2026-06-30

Filed2026-08-05

FEOE

FIRST EAGLE OVERSEAS EQUITY ETF

5.70%

Shares19.9K

Event2026-06-30

Filed2026-08-05

KMI

KINDER MORGAN INC

2.67%

Shares33.2K

Event2026-06-30

Filed2026-08-05

CME

CHICAGO MERCANTILE HLDGS INC

-10.88%

Shares4.8K

Event2026-06-30

Filed2026-08-05

DVN

DEVON ENERGY CORP

29.41%

Shares25.6K

Event2026-06-30

Filed2026-08-05

HCA

HCA INC

-4.69%

Shares2.7K

Event2026-06-30

Filed2026-08-05

PRFZ

INVESCO RAFI US 1500 SMALL-MID ETF

2.71%

Shares18.9K

Event2026-06-30

Filed2026-08-05

CRH

CRH PLC ORD

13.03%

Shares9.8K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

MICRON TECHNOLOGY INC CLL OPT 08/26 1200.0 CAL Call CallMICRON TECHNOLOGY INC CLL OPT 08/26 1200.0 CAL200 sharesnew addition2026-06-302026-08-05

ASTERA LABS INC CLL OPT 01/28 120.0 CAL Call CallASTERA LABS INC CLL OPT 01/28 120.0 CAL200 shares0.00%2026-06-302026-08-05

ASTERA LABS INC CLL OPT 01/28 175.0 CAL Call CallASTERA LABS INC CLL OPT 01/28 175.0 CAL200 shares0.00%2026-06-302026-08-05

META PLATFORMS INC CLL OPT 06/28 650.0 CAL Call CallMETA PLATFORMS INC CLL OPT 06/28 650.0 CAL100 sharesnew addition2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CLL OPT 06/28 450.0 CAL Call CallCROWDSTRIKE HLDGS INC CLL OPT 06/28 450.0 CAL200 sharesnew addition2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CLL OPT 08/26 760.0 CAL Call CallCROWDSTRIKE HLDGS INC CLL OPT 08/26 760.0 CAL200 sharesnew addition2026-06-302026-08-05

NVIDIA CORPORATION CLL OPT 06/27 105.0 CAL Call CallNVIDIA CORPORATION CLL OPT 06/27 105.0 CAL300 shares0.00%2026-06-302026-08-05

ASTERA LABS INC CLL OPT 01/27 57.5 CAL Call CallASTERA LABS INC CLL OPT 01/27 57.5 CAL100 shares0.00%2026-06-302026-08-05

ASTERA LABS INC CLL OPT 01/27 62.5 CAL Call CallASTERA LABS INC CLL OPT 01/27 62.5 CAL100 shares0.00%2026-06-302026-08-05

ISHARES TR CLL OPT 08/26 280.0 CAL Call CallISHARES TR CLL OPT 08/26 280.0 CAL200 sharesnew addition2026-06-302026-08-05

MARVELL TECHNOLOGY INC CLL OPT 01/28 95.0 CAL Call CallMARVELL TECHNOLOGY INC CLL OPT 01/28 95.0 CAL300 shares0.00%2026-06-302026-08-05

COUPANG INC CLL OPT 01/28 15.0 CAL Call CallCOUPANG INC CLL OPT 01/28 15.0 CAL3.3K sharesnew addition2026-06-302026-08-05

MICRON TECHNOLOGY INC CLL OPT 09/26 1350.0 CAL Call CallMICRON TECHNOLOGY INC CLL OPT 09/26 1350.0 CAL100 sharesnew addition2026-06-302026-08-05

TERADYNE INC CLL OPT 01/28 340.0 CAL Call CallTERADYNE INC CLL OPT 01/28 340.0 CAL100 sharesnew addition2026-06-302026-08-05

TERADYNE INC CLL OPT 01/28 380.0 CAL Call CallTERADYNE INC CLL OPT 01/28 380.0 CAL100 sharesnew addition2026-06-302026-08-05

TERADYNE INC CLL OPT 01/28 400.0 CAL Call CallTERADYNE INC CLL OPT 01/28 400.0 CAL100 sharesnew addition2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CLL OPT 06/28 410.0 CAL Call CallCROWDSTRIKE HLDGS INC CLL OPT 06/28 410.0 CAL100 sharesnew addition2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CLL OPT 06/28 430.0 CAL Call CallCROWDSTRIKE HLDGS INC CLL OPT 06/28 430.0 CAL100 sharesnew addition2026-06-302026-08-05

CLOUDFLARE INC CLL OPT 01/28 200.0 CAL Call CallCLOUDFLARE INC CLL OPT 01/28 200.0 CAL100 sharesnew addition2026-06-302026-08-05

NVIDIA CORPORATION CLL OPT 06/27 100.0 CAL Call CallNVIDIA CORPORATION CLL OPT 06/27 100.0 CAL100 shares0.00%2026-06-302026-08-05

COREWEAVE INC CLL OPT 12/28 120.0 CAL Call CallCOREWEAVE INC CLL OPT 12/28 120.0 CAL200 sharesnew addition2026-06-302026-08-05

ISHARES GOLD TR CLL OPT 01/28 95.0 CAL Call CallISHARES GOLD TR CLL OPT 01/28 95.0 CAL100 shares0.00%2026-06-302026-08-05

MICRON TECHNOLOGY INC CLL OPT 08/26 1200.0 CAL Call

MICRON TECHNOLOGY INC CLL OPT 08/26 1200.0 CAL

New

Shares200

Event2026-06-30

Filed2026-08-05

ASTERA LABS INC CLL OPT 01/28 120.0 CAL Call

ASTERA LABS INC CLL OPT 01/28 120.0 CAL

0.00%

Shares200

Event2026-06-30

Filed2026-08-05

ASTERA LABS INC CLL OPT 01/28 175.0 CAL Call

ASTERA LABS INC CLL OPT 01/28 175.0 CAL

0.00%

Shares200

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC CLL OPT 06/28 650.0 CAL Call

META PLATFORMS INC CLL OPT 06/28 650.0 CAL

New

Shares100

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC CLL OPT 06/28 450.0 CAL Call

CROWDSTRIKE HLDGS INC CLL OPT 06/28 450.0 CAL

New

Shares200

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC CLL OPT 08/26 760.0 CAL Call

CROWDSTRIKE HLDGS INC CLL OPT 08/26 760.0 CAL

New

Shares200

Event2026-06-30

Filed2026-08-05

NVIDIA CORPORATION CLL OPT 06/27 105.0 CAL Call

NVIDIA CORPORATION CLL OPT 06/27 105.0 CAL

0.00%

Shares300

Event2026-06-30

Filed2026-08-05

ASTERA LABS INC CLL OPT 01/27 57.5 CAL Call

ASTERA LABS INC CLL OPT 01/27 57.5 CAL

0.00%

Shares100

Event2026-06-30

Filed2026-08-05

ASTERA LABS INC CLL OPT 01/27 62.5 CAL Call

ASTERA LABS INC CLL OPT 01/27 62.5 CAL

0.00%

Shares100

Event2026-06-30

Filed2026-08-05

ISHARES TR CLL OPT 08/26 280.0 CAL Call

ISHARES TR CLL OPT 08/26 280.0 CAL

New

Shares200

Event2026-06-30

Filed2026-08-05

MARVELL TECHNOLOGY INC CLL OPT 01/28 95.0 CAL Call

MARVELL TECHNOLOGY INC CLL OPT 01/28 95.0 CAL

0.00%

Shares300

Event2026-06-30

Filed2026-08-05

COUPANG INC CLL OPT 01/28 15.0 CAL Call

COUPANG INC CLL OPT 01/28 15.0 CAL

New

Shares3.3K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC CLL OPT 09/26 1350.0 CAL Call

MICRON TECHNOLOGY INC CLL OPT 09/26 1350.0 CAL

New

Shares100

Event2026-06-30

Filed2026-08-05

TERADYNE INC CLL OPT 01/28 340.0 CAL Call

TERADYNE INC CLL OPT 01/28 340.0 CAL

New

Shares100

Event2026-06-30

Filed2026-08-05

TERADYNE INC CLL OPT 01/28 380.0 CAL Call

TERADYNE INC CLL OPT 01/28 380.0 CAL

New

Shares100

Event2026-06-30

Filed2026-08-05

TERADYNE INC CLL OPT 01/28 400.0 CAL Call

TERADYNE INC CLL OPT 01/28 400.0 CAL

New

Shares100

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC CLL OPT 06/28 410.0 CAL Call

CROWDSTRIKE HLDGS INC CLL OPT 06/28 410.0 CAL

New

Shares100

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC CLL OPT 06/28 430.0 CAL Call

CROWDSTRIKE HLDGS INC CLL OPT 06/28 430.0 CAL

New

Shares100

Event2026-06-30

Filed2026-08-05

CLOUDFLARE INC CLL OPT 01/28 200.0 CAL Call

CLOUDFLARE INC CLL OPT 01/28 200.0 CAL

New

Shares100

Event2026-06-30

Filed2026-08-05

NVIDIA CORPORATION CLL OPT 06/27 100.0 CAL Call

NVIDIA CORPORATION CLL OPT 06/27 100.0 CAL

0.00%

Shares100

Event2026-06-30

Filed2026-08-05

COREWEAVE INC CLL OPT 12/28 120.0 CAL Call

COREWEAVE INC CLL OPT 12/28 120.0 CAL

New

Shares200

Event2026-06-30

Filed2026-08-05

ISHARES GOLD TR CLL OPT 01/28 95.0 CAL Call

ISHARES GOLD TR CLL OPT 01/28 95.0 CAL

0.00%

Shares100

Event2026-06-30

Filed2026-08-05

Put Option Holdings

ROBINHOOD MKTS INC PUT OPT 03/27 95.0 PUT Put PutROBINHOOD MKTS INC PUT OPT 03/27 95.0 PUT20.7K shares0.00%2026-06-302026-08-05

NVIDIA CORPORATION PUT OPT 09/26 145.0 PUT Put PutNVIDIA CORPORATION PUT OPT 09/26 145.0 PUT9.8K shares0.00%2026-06-302026-08-05

ROBINHOOD MKTS INC PUT OPT 01/27 100.0 PUT Put PutROBINHOOD MKTS INC PUT OPT 01/27 100.0 PUT18.4K shares0.00%2026-06-302026-08-05

ROBINHOOD MKTS INC PUT OPT 03/27 70.0 PUT Put PutROBINHOOD MKTS INC PUT OPT 03/27 70.0 PUT15.2K shares0.00%2026-06-302026-08-05

APPLIED MATLS INC PUT OPT 09/26 180.0 PUT Put PutAPPLIED MATLS INC PUT OPT 09/26 180.0 PUT1.7K shares0.00%2026-06-302026-08-05

MICROSOFT CORP PUT OPT 09/26 400.0 PUT Put PutMICROSOFT CORP PUT OPT 09/26 400.0 PUT2.1K shares0.00%2026-06-302026-08-05

STATE STR SPDR S&P 500 E PUT OPT 08/26 657.0 PUT Put PutSTATE STR SPDR S&P 500 E PUT OPT 08/26 657.0 PUT700 sharesnew addition2026-06-302026-08-05

WESTERN DIGITAL CORP PUT OPT 03/27 430.0 PUT Put PutWESTERN DIGITAL CORP PUT OPT 03/27 430.0 PUT700 sharesnew addition2026-06-302026-08-05

WESTERN DIGITAL CORP PUT OPT 06/27 410.0 PUT Put PutWESTERN DIGITAL CORP PUT OPT 06/27 410.0 PUT700 sharesnew addition2026-06-302026-08-05

AMAZON COM INC PUT OPT 09/26 170.0 PUT Put PutAMAZON COM INC PUT OPT 09/26 170.0 PUT1.6K shares0.00%2026-06-302026-08-05

APPLE INC PUT OPT 09/26 210.0 PUT Put PutAPPLE INC PUT OPT 09/26 210.0 PUT1.0K shares0.00%2026-06-302026-08-05

META PLATFORMS INC PUT OPT 09/26 580.0 PUT Put PutMETA PLATFORMS INC PUT OPT 09/26 580.0 PUT500 shares0.00%2026-06-302026-08-05

ALPHABET INC PUT OPT 09/26 205.0 PUT Put PutALPHABET INC PUT OPT 09/26 205.0 PUT700 shares0.00%2026-06-302026-08-05

INVESCO QQQ TR PUT OPT 08/26 635.0 PUT Put PutINVESCO QQQ TR PUT OPT 08/26 635.0 PUT300 sharesnew addition2026-06-302026-08-05

INVESCO QQQ TR PUT OPT 08/26 630.0 PUT Put PutINVESCO QQQ TR PUT OPT 08/26 630.0 PUT200 sharesnew addition2026-06-302026-08-05

ROBINHOOD MKTS INC PUT OPT 03/27 95.0 PUT Put

ROBINHOOD MKTS INC PUT OPT 03/27 95.0 PUT

0.00%

Shares20.7K

Event2026-06-30

Filed2026-08-05

NVIDIA CORPORATION PUT OPT 09/26 145.0 PUT Put

NVIDIA CORPORATION PUT OPT 09/26 145.0 PUT

0.00%

Shares9.8K

Event2026-06-30

Filed2026-08-05

ROBINHOOD MKTS INC PUT OPT 01/27 100.0 PUT Put

ROBINHOOD MKTS INC PUT OPT 01/27 100.0 PUT

0.00%

Shares18.4K

Event2026-06-30

Filed2026-08-05

ROBINHOOD MKTS INC PUT OPT 03/27 70.0 PUT Put

ROBINHOOD MKTS INC PUT OPT 03/27 70.0 PUT

0.00%

Shares15.2K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC PUT OPT 09/26 180.0 PUT Put

APPLIED MATLS INC PUT OPT 09/26 180.0 PUT

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

MICROSOFT CORP PUT OPT 09/26 400.0 PUT Put

MICROSOFT CORP PUT OPT 09/26 400.0 PUT

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 E PUT OPT 08/26 657.0 PUT Put

STATE STR SPDR S&P 500 E PUT OPT 08/26 657.0 PUT

New

Shares700

Event2026-06-30

Filed2026-08-05

WESTERN DIGITAL CORP PUT OPT 03/27 430.0 PUT Put

WESTERN DIGITAL CORP PUT OPT 03/27 430.0 PUT

New

Shares700

Event2026-06-30

Filed2026-08-05

WESTERN DIGITAL CORP PUT OPT 06/27 410.0 PUT Put

WESTERN DIGITAL CORP PUT OPT 06/27 410.0 PUT

New

Shares700

Event2026-06-30

Filed2026-08-05

AMAZON COM INC PUT OPT 09/26 170.0 PUT Put

AMAZON COM INC PUT OPT 09/26 170.0 PUT

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

APPLE INC PUT OPT 09/26 210.0 PUT Put

APPLE INC PUT OPT 09/26 210.0 PUT

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC PUT OPT 09/26 580.0 PUT Put

META PLATFORMS INC PUT OPT 09/26 580.0 PUT

0.00%

Shares500

Event2026-06-30

Filed2026-08-05

ALPHABET INC PUT OPT 09/26 205.0 PUT Put

ALPHABET INC PUT OPT 09/26 205.0 PUT

0.00%

Shares700

Event2026-06-30

Filed2026-08-05

INVESCO QQQ TR PUT OPT 08/26 635.0 PUT Put

INVESCO QQQ TR PUT OPT 08/26 635.0 PUT

New

Shares300

Event2026-06-30

Filed2026-08-05

INVESCO QQQ TR PUT OPT 08/26 630.0 PUT Put

INVESCO QQQ TR PUT OPT 08/26 630.0 PUT

New

Shares200

Event2026-06-30

Filed2026-08-05