Sponsored

The Analysis of Third View Private Wealth, LLC's Holdings & P&L

Currently, Third View Private Wealth, LLC holds 288 types of securities in its portfolio with a total value $810.8M. In the most recent quarter, they have increased their positions in VUG (+166.8K shares, valued at $14.4M), NVDA (+36.9K shares, valued at $7.4M), MSFT (+11.4K shares, valued at $4.3M); decreased their positions in QCOM (-20.7K shares, valued at $3.8M), TXN (-11.2K shares, valued at $3.3M), N/A (-6.1K shares, valued at $2.3M); initiated new positions in HYS (+28.0K shares, valued at $2.6M), N/A (+12.9K shares, valued at $2.2M), MU (+1.8K shares, valued at $2.1M).

1M P&L

-8.5M-1.34%

3M P&L

+6.6M+1.06%

HY P&L

-39.0M-5.82%

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

1Semiconductors90.1M

14.0%

2N/A85.9M

13.4%

3Internet Content & Information52.3M

8.1%

Top Industries by Stock Count

1N/A52 stocks

21.5%

2Semiconductors11 stocks

4.5%

3Software - Application10 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION297.8K shares14.12%2026-06-302026-07-27

AMZN AMAZON COM INC128.4K shares1.52%2026-06-302026-07-27

MSFT MICROSOFT CORP80.4K shares16.59%2026-06-302026-07-27

GOOGL ALPHABET INC83.2K shares1.44%2026-06-302026-07-27

TLT ISHARES TR342.7K shares0.14%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC46.7K shares2.75%2026-06-302026-07-27

TSLA TESLA INC62.1K shares-0.09%2026-06-302026-07-27

GOOG ALPHABET INC63.8K shares3.68%2026-06-302026-07-27

Sponsored

AAPL APPLE INC76.5K shares9.43%2026-06-302026-07-27

VISA INC VISA INC61.0K shares1.53%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T23.9K shares-1.91%2026-06-302026-07-27

VUG VANGUARD INDEX FDS198.5K shares524.88%2026-06-302026-07-27

BA BOEING CO64.6K shares0.79%2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.187.1K shares0.37%2026-06-302026-07-27

ORACLE CORP ORACLE CORP81.7K shares1.08%2026-06-302026-07-27

ADI ANALOG DEVICES INC28.6K shares-0.21%2026-06-302026-07-27

Sponsored

MNST MONSTER BEVERAGE CORP NEW109.8K shares0.08%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP66.7K shares24.90%2026-06-302026-07-27

WMB WILLIAMS COS INC121.0K shares0.25%2026-06-302026-07-27

VRTX VERTEX PHARMACEUTICALS INC17.9K shares5.71%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO24.8K shares2.11%2026-06-302026-07-27

SHOP SHOPIFY INC70.2K shares-0.65%2026-06-302026-07-27

BROADCOM INC BROADCOM INC21.0K shares-22.45%2026-06-302026-07-27

DIS DISNEY WALT CO71.9K shares-6.22%2026-06-302026-07-27

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC13.8K shares32.13%2026-06-302026-07-27

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC54.0K shares1.97%2026-06-302026-07-27

VMC VULCAN MATLS CO21.4K shares-0.90%2026-06-302026-07-27

APD AIR PRODUCTS AND CHEMICALS I19.0K shares-6.18%2026-06-302026-07-27

KO COCA COLA CO65.9K shares2.76%2026-06-302026-07-27

MMC MARSH & MCLENNAN COS INC32.0K shares21.05%2026-06-302026-07-27

TXN TEXAS INSTRS INC17.1K shares-39.61%2026-06-302026-07-27

BX BLACKSTONE INC42.5K shares18.00%2026-06-302026-07-27

Sponsored

REGN REGENERON PHARMACEUTICALS8.0K shares3.21%2026-06-302026-07-27

ADSK AUTODESK INC24.9K shares0.64%2026-06-302026-07-27

UL UNILEVER PLC79.7K shares15.93%2026-06-302026-07-27

UNP UNION PAC CORP16.7K shares-5.39%2026-06-302026-07-27

PSA PUBLIC STORAGE13.9K shares-4.11%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON17.4K shares-3.03%2026-06-302026-07-27

LIN LINDE PLC8.5K shares-5.28%2026-06-302026-07-27

BDX BECTON DICKINSON & CO26.5K shares-2.22%2026-06-302026-07-27

Sponsored

SBUX STARBUCKS CORP39.1K shares-4.37%2026-06-302026-07-27

OTIS OTIS WORLDWIDE CORP55.5K shares128.19%2026-06-302026-07-27

CRM SALESFORCE INC25.3K shares-5.22%2026-06-302026-07-27

CVS CVS HEALTH CORP37.6K shares-3.11%2026-06-302026-07-27

HLN HALEON PLC412.4K shares13.80%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL7.7K shares52.76%2026-06-302026-07-27

CMCSA COMCAST CORP NEW156.2K shares8.58%2026-06-302026-07-27

ADP AUTOMATIC DATA PROCESSING IN16.5K shares-3.98%2026-06-302026-07-27

Sponsored

EXPD EXPEDITORS INTL WASH INC22.5K shares-5.08%2026-06-302026-07-27

TMO THERMO FISHER SCIENTIFIC INC7.3K shares-3.87%2026-06-302026-07-27

SRE SEMPRA39.1K shares-6.81%2026-06-302026-07-27

NVS NOVARTIS AG22.9K shares-3.75%2026-06-302026-07-27

NVO NOVO-NORDISK A S74.2K shares-7.74%2026-06-302026-07-27

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC10.8K shares-8.04%2026-06-302026-07-27

MET METLIFE INC42.0K shares-5.86%2026-06-302026-07-27

AMT AMERICAN TOWER CORP21.5K shares-5.71%2026-06-302026-07-27

Sponsored

COF CAPITAL ONE FINL CORP17.2K shares-5.59%2026-06-302026-07-27

DE DEERE & CO5.4K shares-5.43%2026-06-302026-07-27

TDG TRANSDIGM GROUP INC2.6K shares1.95%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II11.2K shares0.00%2026-06-302026-07-27

HEI.A HEICO CORP NEW12.7K shares-8.71%2026-06-302026-07-27

WASTE MGMT INC DEL WASTE MGMT INC DEL14.2K shares-4.55%2026-06-302026-07-27

ASTRAZENECA PLC ASTRAZENECA PLC16.2K shares-10.29%2026-06-302026-07-27

PNC PNC FINL SVCS GROUP INC12.4K shares-6.93%2026-06-302026-07-27

Sponsored

TMUS T-MOBILE US INC18.1K shares-4.61%2026-06-302026-07-27

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN16.6K shares-0.58%2026-06-302026-07-27

SEIC SEI INVTS CO34.3K shares-6.13%2026-06-302026-07-27

ISRG INTUITIVE SURGICAL INC7.5K shares-0.62%2026-06-302026-07-27

HD HOME DEPOT INC8.1K shares-7.13%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.0K shares7.93%2026-06-302026-07-27

BN BROOKFIELD CORP65.7K shares-13.90%2026-06-302026-07-27

VOO VANGUARD INDEX FDS4.0K shares70.97%2026-06-302026-07-27

Sponsored

HLT HILTON WORLDWIDE HLDGS INC8.1K shares-18.39%2026-06-302026-07-27

PG PROCTER & GAMBLE CO18.3K shares-6.83%2026-06-302026-07-27

KKR KKR & CO INC28.6K shares4.94%2026-06-302026-07-27

HYS PIMCO ETF TR28.0K sharesnew addition2026-06-302026-07-27

TEL TE CONNECTIVITY PLC12.6K shares-6.40%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS9.0K shares1.27%2026-06-302026-07-27

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.3K shares76.96%2026-06-302026-07-27

KLAC KLA CORP8.2K shares1152.68%2026-06-302026-07-27

Sponsored

YUM YUM BRANDS INC15.2K shares-6.06%2026-06-302026-07-27

ODFL OLD DOMINION FREIGHT LINE IN11.0K shares-6.22%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION12.5K shares6.08%2026-06-302026-07-27

LLY ELI LILLY & CO1.9K shares54.92%2026-06-302026-07-27

ORLY OREILLY AUTOMOTIVE INC24.9K shares-17.44%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC7.5K shares25.73%2026-06-302026-07-27

MLM MARTIN MARIETTA MATLS INC3.9K shares-2.92%2026-06-302026-07-27

SPYG SPDR SERIES TRUST18.6K shares-3.29%2026-06-302026-07-27

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP12.9K sharesnew addition2026-06-302026-07-27

MU MICRON TECHNOLOGY INC1.8K sharesnew addition2026-06-302026-07-27

XYZ BLOCK INC27.5K shares-6.21%2026-06-302026-07-27

MKL MARKEL GROUP INC1.0K shares-13.79%2026-06-302026-07-27

CBRE CBRE GROUP INC13.9K shares-2.57%2026-06-302026-07-27

SPYV SPDR SERIES TRUST29.4K shares17.00%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.1K shares2.51%2026-06-302026-07-27

BAC BANK OF AMER CORP28.2K shares5.04%2026-06-302026-07-27

Sponsored

PCG PG&E CORP95.6K shares-6.40%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC4.6K shares44.36%2026-06-302026-07-27

BIL SPDR SERIES TRUST17.2K shares4.58%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC2.7K sharesnew addition2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC13.2K shares20.40%2026-06-302026-07-27

QQQ INVESCO QQQ TR1.9K shares1.03%2026-06-302026-07-27

BAI BLACKROCK ETF TRUST26.0K sharesnew addition2026-06-302026-07-27

MSCI MSCI INC2.4K shares-6.34%2026-06-302026-07-27

Sponsored

ILMN ILLUMINA INC7.6K shares-36.78%2026-06-302026-07-27

FDS FACTSET RESH SYS INC5.8K shares-5.27%2026-06-302026-07-27

ENTG ENTEGRIS INC7.3K shares-12.78%2026-06-302026-07-27

AJG GALLAGHER ARTHUR J & CO5.7K shares-0.70%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares6.28%2026-06-302026-07-27

BIPC BROOKFIELD INFRASTRUCTURE CO33.2K shares-21.50%2026-06-302026-07-27

HONEYWELL INTL INC HONEYWELL INTL INC5.7K sharesnew addition2026-06-302026-07-27

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.6K sharesnew addition2026-06-302026-07-27

Sponsored

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST16.4K sharesnew addition2026-06-302026-07-27

NKE NIKE INC29.5K shares-1.49%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC10.0K shares-9.12%2026-06-302026-07-27

FREEPORT MCMORAN INC FREEPORT MCMORAN INC18.0K shares-50.83%2026-06-302026-07-27

URI UNITED RENTALS INC990 shares14.06%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC1.5K shares11.49%2026-06-302026-07-27

TJX TJX COS INC NEW7.2K shares0.28%2026-06-302026-07-27

SYF SYNCHRONY FINANCIAL14.3K shares-1.57%2026-06-302026-07-27

Sponsored

BRO BROWN & BROWN INC16.9K shares-25.11%2026-06-302026-07-27

PH PARKER-HANNIFIN CORP1.1K shares-13.98%2026-06-302026-07-27

ABBVIE INC ABBVIE INC4.3K shares40.94%2026-06-302026-07-27

WMT WALMART INC9.5K shares4.63%2026-06-302026-07-27

AMERIPRISE FINL INC AMERIPRISE FINL INC2.3K shares-9.48%2026-06-302026-07-27

LPLA LPL FINL HLDGS INC3.7K shares-19.57%2026-06-302026-07-27

H HYATT HOTELS CORP5.4K shares-7.60%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T4.9K sharesnew addition2026-06-302026-07-27

Sponsored

ONEQ FIDELITY COMWLTH TR10.0K shares0.02%2026-06-302026-07-27

WDAY WORKDAY INC8.4K shares-3.93%2026-06-302026-07-27

ASML ASML HLDG NV506 shares70.95%2026-06-302026-07-27

VEEV VEEVA SYS INC5.6K shares-8.13%2026-06-302026-07-27

SNOWFLAKE INC SNOWFLAKE INC3.9K shares0.62%2026-06-302026-07-27

ISHARES TR ISHARES TR9.9K sharesnew addition2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC967 shares112.06%2026-06-302026-07-27

IJH ISHARES TR12.4K shares-18.48%2026-06-302026-07-27

Sponsored

GD GENERAL DYNAMICS CORP2.6K shares26.01%2026-06-302026-07-27

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL9.4K shares-12.63%2026-06-302026-07-27

LEN LENNAR CORP9.8K shares-23.64%2026-06-302026-07-27

CORTEVA INC CORTEVA INC10.4K shares-5.01%2026-06-302026-07-27

IDEXX LABS INC IDEXX LABS INC1.7K shares-8.30%2026-06-302026-07-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL904 shares11.60%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO2.6K shares12.75%2026-06-302026-07-27

GEV GE VERNOVA INC724 sharesnew addition2026-06-302026-07-27

Sponsored

ISHARES TR ISHARES TR1.1K shares-1.16%2026-06-302026-07-27

C CITIGROUP INC5.8K shares12.23%2026-06-302026-07-27

BAM BROOKFIELD ASSET MANAGMT LTD17.5K shares11.80%2026-06-302026-07-27

MCO MOODYS CORP1.7K shares45.90%2026-06-302026-07-27

ROP ROPER TECHNOLOGIES INC2.2K shares-26.50%2026-06-302026-07-27

IWV ISHARES TR1.7K shares0.00%2026-06-302026-07-27

FAST FASTENAL CO14.8K shares-17.79%2026-06-302026-07-27

EW EDWARDS LIFESCIENCES CORP7.8K shares67.14%2026-06-302026-07-27

Sponsored

MRK MERCK & CO INC5.5K shares-8.88%2026-06-302026-07-27

JQUA J P MORGAN EXCHANGE TRADED F9.7K shares-3.81%2026-06-302026-07-27

SPSM SPDR SERIES TRUST12.1K shares-0.93%2026-06-302026-07-27

FICO FAIR ISAAC CORP583 shares-32.13%2026-06-302026-07-27

SNDK SANDISK CORP301 sharesnew addition2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS11.5K sharesnew addition2026-06-302026-07-27

TYL TYLER TECHNOLOGIES INC2.3K shares-5.87%2026-06-302026-07-27

SUNB SUNBELT RENTALS HOLDINGS INC8.5K shares-2.84%2026-06-302026-07-27

Sponsored

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION5.7K shares-4.68%2026-06-302026-07-27

PVAL PUTNAM ETF TRUST12.2K shares17.92%2026-06-302026-07-27

PRM PERIMETER SOLUTIONS INC17.4K shares-6.65%2026-06-302026-07-27

ALL ALLSTATE CORP2.6K shares19.36%2026-06-302026-07-27

LRCX LAM RESEARCH CORP1.4K sharesnew addition2026-06-302026-07-27

PTF INVESCO EXCHANGE TRADED FD T4.3K sharesnew addition2026-06-302026-07-27

AME AMETEK INC2.3K shares-21.15%2026-06-302026-07-27

STRL STERLING INFRASTRUCTURE INC651 sharesnew addition2026-06-302026-07-27

Sponsored

KMI KINDER MORGAN INC DEL17.0K shares0.00%2026-06-302026-07-27

MUFG MITSUBISHI UFJ FINANCIAL GRO27.0K shares-19.59%2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.3K shares-72.67%2026-06-302026-07-27

IVW ISHARES TR3.8K sharesnew addition2026-06-302026-07-27

NOC NORTHROP GRUMMAN CORP1.0K shares152.31%2026-06-302026-07-27

INTC INTEL CORP3.7K sharesnew addition2026-06-302026-07-27

WELL WELLTOWER INC2.2K sharesnew addition2026-06-302026-07-27

MDYG SPDR SERIES TRUST4.5K shares-4.10%2026-06-302026-07-27

Sponsored

QUANTA SVCS INC QUANTA SVCS INC691 sharesnew addition2026-06-302026-07-27

FND FLOOR & DECOR HLDGS INC8.3K shares-38.15%2026-06-302026-07-27

TOST TOAST INC17.6K shares70.41%2026-06-302026-07-27

SCHW SCHWAB CHARLES CORP5.3K shares88.26%2026-06-302026-07-27

ARCH CAP GROUP LTD ARCH CAP GROUP LTD5.0K shares-12.32%2026-06-302026-07-27

DFUV DIMENSIONAL ETF TRUST8.9K shares0.00%2026-06-302026-07-27

ITA ISHARES TR2.0K shares0.00%2026-06-302026-07-27

LSGR NATIXIS ETF TRUST II11.5K shares3.80%2026-06-302026-07-27

Sponsored

WAT WATERS CORP1.3K shares-74.63%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC2.6K shares24.40%2026-06-302026-07-27

SONY SONY GROUP CORP23.7K shares-19.67%2026-06-302026-07-27

GOVT ISHARES TR20.8K shares-6.28%2026-06-302026-07-27

LUV SOUTHWEST AIRLS CO9.1K shares25.92%2026-06-302026-07-27

QCOM QUALCOMM INC2.5K shares-89.13%2026-06-302026-07-27

QGRO AMERICAN CENTY ETF TR3.9K shares-4.46%2026-06-302026-07-27

PGR PROGRESSIVE CORP2.1K shares0.00%2026-06-302026-07-27

Sponsored

SCHG SCHWAB STRATEGIC TR13.5K shares39.23%2026-06-302026-07-27

GM GENERAL MTRS CO5.9K shares12.70%2026-06-302026-07-27

CDNS CADENCE DESIGN SYSTEM INC1.2K shares8.01%2026-06-302026-07-27

WDC WESTERN DIGITAL CORP698 sharesnew addition2026-06-302026-07-27

CLS CELESTICA INC1.2K shares-30.36%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP869 sharesnew addition2026-06-302026-07-27

CSGP COSTAR GROUP INC15.3K shares-32.83%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC4.9K shares13.02%2026-06-302026-07-27

Sponsored

LUMENTUM HLDGS INC LUMENTUM HLDGS INC502 sharesnew addition2026-06-302026-07-27

SPMB SPDR SERIES TRUST19.3K shares-6.29%2026-06-302026-07-27

AMGN AMGEN INC1.2K shares-16.55%2026-06-302026-07-27

CVX CHEVRON CORPORATION2.5K shares-8.74%2026-06-302026-07-27

MDYV SPDR SERIES TRUST4.4K shares-3.79%2026-06-302026-07-27

USB US BANCORP6.9K shares-18.73%2026-06-302026-07-27

PLD PROLOGIS INC.3.1K shares14.80%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS5.7K sharesnew addition2026-06-302026-07-27

Sponsored

S&P GLOBAL INC S&P GLOBAL INC1.0K shares20.02%2026-06-302026-07-27

BEPC BROOKFIELD RENEWABLE CORP10.9K shares-38.39%2026-06-302026-07-27

TDY TELEDYNE TECHNOLOGIES INC598 shares-17.74%2026-06-302026-07-27

SLYG SPDR SERIES TRUST3.3K shares-3.49%2026-06-302026-07-27

HWM HOWMET AEROSPACE INC1.5K sharesnew addition2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS2.5K shares-5.20%2026-06-302026-07-27

PFE PFIZER INC16.0K shares-3.35%2026-06-302026-07-27

SLYV SPDR SERIES TRUST3.5K shares-3.66%2026-06-302026-07-27

Sponsored

ECL ECOLAB INC1.4K shares-17.42%2026-06-302026-07-27

COP CONOCOPHILLIPS3.6K shares19.93%2026-06-302026-07-27

DELL DELL TECHNOLOGIES INC867 sharesnew addition2026-06-302026-07-27

APH AMPHENOL CORP2.1K sharesnew addition2026-06-302026-07-27

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.4.0K shares-14.78%2026-06-302026-07-27

ROST ROSS STORES INC1.7K shares-26.42%2026-06-302026-07-27

IYW ISHARES TR1.4K shares0.00%2026-06-302026-07-27

VTV VANGUARD INDEX FDS1.6K sharesnew addition2026-06-302026-07-27

Sponsored

GLW CORNING INC1.4K sharesnew addition2026-06-302026-07-27

MPWR MONOLITHIC PWR SYS INC257 sharesnew addition2026-06-302026-07-27

XEL XCEL ENERGY INC4.4K shares-19.54%2026-06-302026-07-27

UBER UBER TECHNOLOGIES INC4.8K shares-8.18%2026-06-302026-07-27

CPRT COPART INC12.1K shares-77.71%2026-06-302026-07-27

CIEN CIENA CORP693 sharesnew addition2026-06-302026-07-27

WCN WASTE CONNECTIONS INC2.0K shares-27.33%2026-06-302026-07-27

TTE TOTALENERGIES SE4.3K shares-9.96%2026-06-302026-07-27

Sponsored

FWONA LIBERTY MEDIA CORP DEL3.8K shares-19.61%2026-06-302026-07-27

SNPS SYNOPSYS INC745 shares-14.27%2026-06-302026-07-27

FIX COMFORT SYS USA INC167 sharesnew addition2026-06-302026-07-27

NRG NRG ENERGY INC2.3K sharesnew addition2026-06-302026-07-27

VLO VALERO ENERGY CORP1.3K shares29.71%2026-06-302026-07-27

DFAT DIMENSIONAL ETF TRUST4.6K shares0.00%2026-06-302026-07-27

LHX L3HARRIS TECHNOLOGIES INC1.1K shares-86.24%2026-06-302026-07-27

LLYVK LIBERTY LIVE HOLDINGS INC3.0K shares-5.56%2026-06-302026-07-27

Sponsored

SHYG ISHARES TR7.4K shares-5.98%2026-06-302026-07-27

AIS TIDAL TRUST III3.7K sharesnew addition2026-06-302026-07-27

DGRW WISDOMTREE TR3.2K shares-2.59%2026-06-302026-07-27

PHM PULTE GROUP INC2.2K shares29.50%2026-06-302026-07-27

APPFOLIO INC APPFOLIO INC1.9K shares-8.78%2026-06-302026-07-27

XLF SELECT SECTOR SPDR TR5.5K shares-7.27%2026-06-302026-07-27

ENLT ENLIGHT RENEWABLE ENERGY LTD3.3K sharesnew addition2026-06-302026-07-27

TPR TAPESTRY INC2.0K shares0.00%2026-06-302026-07-27

Sponsored

MLPX GLOBAL X FDS3.9K sharesnew addition2026-06-302026-07-27

MSI MOTOROLA SOLUTIONS INC691 shares-15.11%2026-06-302026-07-27

RONB BARON ETF TR11.6K shares12.49%2026-06-302026-07-27

FN FABRINET500 shares0.00%2026-06-302026-07-27

FDX FEDEX CORP886 shares-7.32%2026-06-302026-07-27

GLD SPDR GOLD TR744 shares-29.48%2026-06-302026-07-27

YUMC YUM CHINA HLDGS INC6.7K shares-57.24%2026-06-302026-07-27

OSK OSHKOSH CORP1.7K shares-15.53%2026-06-302026-07-27

Sponsored

VRSK VERISK ANALYTICS INC1.5K shares-22.05%2026-06-302026-07-27

AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2026-06-302026-07-27

IR INGERSOLL RAND INC3.2K shares18.23%2026-06-302026-07-27

UCTT ULTRA CLEAN HLDGS INC1.8K sharesnew addition2026-06-302026-07-27

FLEX FLEX LTD1.6K sharesnew addition2026-06-302026-07-27

WFC WELLS FARGO & CO3.2K shares-21.48%2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR9.0K sharesnew addition2026-06-302026-07-27

ADOBE INC ADOBE INC1.3K shares-18.62%2026-06-302026-07-27

Sponsored

VRT VERTIV HOLDINGS CO764 sharesnew addition2026-06-302026-07-27

MCK MCKESSON CORP335 shares-11.38%2026-06-302026-07-27

AIG AMERICAN INTL GROUP INC3.3K shares-27.97%2026-06-302026-07-27

RPM RPM INTL INC2.2K shares-29.47%2026-06-302026-07-27

SPTL SPDR SERIES TRUST9.3K shares-5.93%2026-06-302026-07-27

ALC ALCON AG3.6K shares-23.32%2026-06-302026-07-27

LGND LIGAND PHARMACEUTICALS INC767 sharesnew addition2026-06-302026-07-27

PRF INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2026-06-302026-07-27

Sponsored

MEDTRONIC PLC MEDTRONIC PLC3.0K shares-18.60%2026-06-302026-07-27

CFR CULLEN FROST BANKERS INC1.5K shares-27.83%2026-06-302026-07-27

ETR ENTERGY CORP NEW2.0K shares0.00%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS3.1K shares3.88%2026-06-302026-07-27

LOW LOWES COS INC1.0K shares-21.08%2026-06-302026-07-27

XLI SELECT SECTOR SPDR TR1.2K sharesnew addition2026-06-302026-07-27

AWK AMERICAN WTR WKS CO INC NEW1.7K shares-29.96%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC5.2K shares-32.18%2026-06-302026-07-27

Sponsored

CME CME GROUP INC996 sharesnew addition2026-06-302026-07-27

CGDV CAPITAL GROUP DIVIDEND VALUE4.4K sharesnew addition2026-06-302026-07-27

AGX ARGAN INC268 sharesnew addition2026-06-302026-07-27

UMC UNITED MICROELECTRONICS CORP7.7K sharesnew addition2026-06-302026-07-27

AEM AGNICO EAGLE MINES LTD1.3K shares-21.73%2026-06-302026-07-27

SKYX SKYX PLATFORMS CORP103.0K shares-49.26%2026-06-302026-07-27

UWMC UWM HOLDINGS CORPORATION23.8K shares-20.82%2026-06-302026-07-27

HMR HEIDMAR MARITIME HLDGS CORP10.0K shares0.00%2026-06-302026-07-27

Sponsored

NVDA

NVIDIA CORPORATION

14.12%

Shares297.8K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

1.52%

Shares128.4K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

16.59%

Shares80.4K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

1.44%

Shares83.2K

Event2026-06-30

Filed2026-07-27

TLT

ISHARES TR

0.14%

Shares342.7K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

2.75%

Shares46.7K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

-0.09%

Shares62.1K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

3.68%

Shares63.8K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

9.43%

Shares76.5K

Event2026-06-30

Filed2026-07-27

VISA INC

1.53%

Shares61.0K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-1.91%

Shares23.9K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

524.88%

Shares198.5K

Event2026-06-30

Filed2026-07-27

BOEING CO

0.79%

Shares64.6K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

0.37%

Shares187.1K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

1.08%

Shares81.7K

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

-0.21%

Shares28.6K

Event2026-06-30

Filed2026-07-27

MNST

MONSTER BEVERAGE CORP NEW

0.08%

Shares109.8K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

24.90%

Shares66.7K

Event2026-06-30

Filed2026-07-27

WMB

WILLIAMS COS INC

0.25%

Shares121.0K

Event2026-06-30

Filed2026-07-27

VRTX

VERTEX PHARMACEUTICALS INC

5.71%

Shares17.9K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

2.11%

Shares24.8K

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

-0.65%

Shares70.2K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

-22.45%

Shares21.0K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

-6.22%

Shares71.9K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

32.13%

Shares13.8K

Event2026-06-30

Filed2026-07-27

APOLLO GLOBAL MGMT INC

1.97%

Shares54.0K

Event2026-06-30

Filed2026-07-27

VMC

VULCAN MATLS CO

-0.90%

Shares21.4K

Event2026-06-30

Filed2026-07-27

APD

AIR PRODUCTS AND CHEMICALS I

-6.18%

Shares19.0K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

2.76%

Shares65.9K

Event2026-06-30

Filed2026-07-27

MMC

MARSH & MCLENNAN COS INC

21.05%

Shares32.0K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

-39.61%

Shares17.1K

Event2026-06-30

Filed2026-07-27

BLACKSTONE INC

18.00%

Shares42.5K

Event2026-06-30

Filed2026-07-27

REGN

REGENERON PHARMACEUTICALS

3.21%

Shares8.0K

Event2026-06-30

Filed2026-07-27

ADSK

AUTODESK INC

0.64%

Shares24.9K

Event2026-06-30

Filed2026-07-27

UNILEVER PLC

15.93%

Shares79.7K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

-5.39%

Shares16.7K

Event2026-06-30

Filed2026-07-27

PSA

PUBLIC STORAGE

-4.11%

Shares13.9K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

-3.03%

Shares17.4K

Event2026-06-30

Filed2026-07-27

LIN

LINDE PLC

-5.28%

Shares8.5K

Event2026-06-30

Filed2026-07-27

BDX

BECTON DICKINSON & CO

-2.22%

Shares26.5K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

-4.37%

Shares39.1K

Event2026-06-30

Filed2026-07-27

OTIS

OTIS WORLDWIDE CORP

128.19%

Shares55.5K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

-5.22%

Shares25.3K

Event2026-06-30

Filed2026-07-27

CVS

CVS HEALTH CORP

-3.11%

Shares37.6K

Event2026-06-30

Filed2026-07-27

HLN

HALEON PLC

13.80%

Shares412.4K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

52.76%

Shares7.7K

Event2026-06-30

Filed2026-07-27

CMCSA

COMCAST CORP NEW

8.58%

Shares156.2K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN

-3.98%

Shares16.5K

Event2026-06-30

Filed2026-07-27

EXPD

EXPEDITORS INTL WASH INC

-5.08%

Shares22.5K

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

-3.87%

Shares7.3K

Event2026-06-30

Filed2026-07-27

SRE

SEMPRA

-6.81%

Shares39.1K

Event2026-06-30

Filed2026-07-27

NVS

NOVARTIS AG

-3.75%

Shares22.9K

Event2026-06-30

Filed2026-07-27

NVO

NOVO-NORDISK A S

-7.74%

Shares74.2K

Event2026-06-30

Filed2026-07-27

TRAVELERS COMPANIES INC

-8.04%

Shares10.8K

Event2026-06-30

Filed2026-07-27

MET

METLIFE INC

-5.86%

Shares42.0K

Event2026-06-30

Filed2026-07-27

AMT

AMERICAN TOWER CORP

-5.71%

Shares21.5K

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP

-5.59%

Shares17.2K

Event2026-06-30

Filed2026-07-27

DEERE & CO

-5.43%

Shares5.4K

Event2026-06-30

Filed2026-07-27

TDG

TRANSDIGM GROUP INC

1.95%

Shares2.6K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-27

HEI.A

HEICO CORP NEW

-8.71%

Shares12.7K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

-4.55%

Shares14.2K

Event2026-06-30

Filed2026-07-27

ASTRAZENECA PLC

-10.29%

Shares16.2K

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC

-6.93%

Shares12.4K

Event2026-06-30

Filed2026-07-27

TMUS

T-MOBILE US INC

-4.61%

Shares18.1K

Event2026-06-30

Filed2026-07-27

LIVE NATION ENTERTAINMENT IN

-0.58%

Shares16.6K

Event2026-06-30

Filed2026-07-27

SEIC

SEI INVTS CO

-6.13%

Shares34.3K

Event2026-06-30

Filed2026-07-27

ISRG

INTUITIVE SURGICAL INC

-0.62%

Shares7.5K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

-7.13%

Shares8.1K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

7.93%

Shares3.0K

Event2026-06-30

Filed2026-07-27

BROOKFIELD CORP

-13.90%

Shares65.7K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

70.97%

Shares4.0K

Event2026-06-30

Filed2026-07-27

HLT

HILTON WORLDWIDE HLDGS INC

-18.39%

Shares8.1K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

-6.83%

Shares18.3K

Event2026-06-30

Filed2026-07-27

KKR

KKR & CO INC

4.94%

Shares28.6K

Event2026-06-30

Filed2026-07-27

HYS

PIMCO ETF TR

New

Shares28.0K

Event2026-06-30

Filed2026-07-27

TEL

TE CONNECTIVITY PLC

-6.40%

Shares12.6K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

1.27%

Shares9.0K

Event2026-06-30

Filed2026-07-27

CROWDSTRIKE HLDGS INC

76.96%

Shares3.3K

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP

1152.68%

Shares8.2K

Event2026-06-30

Filed2026-07-27

YUM

YUM BRANDS INC

-6.06%

Shares15.2K

Event2026-06-30

Filed2026-07-27

ODFL

OLD DOMINION FREIGHT LINE IN

-6.22%

Shares11.0K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

6.08%

Shares12.5K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

54.92%

Shares1.9K

Event2026-06-30

Filed2026-07-27

ORLY

OREILLY AUTOMOTIVE INC

-17.44%

Shares24.9K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

25.73%

Shares7.5K

Event2026-06-30

Filed2026-07-27

MLM

MARTIN MARIETTA MATLS INC

-2.92%

Shares3.9K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

-3.29%

Shares18.6K

Event2026-06-30

Filed2026-07-27

SPACE EXPLORATION TECHN CORP

New

Shares12.9K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-27

XYZ

BLOCK INC

-6.21%

Shares27.5K

Event2026-06-30

Filed2026-07-27

MKL

MARKEL GROUP INC

-13.79%

Shares1.0K

Event2026-06-30

Filed2026-07-27

CBRE

CBRE GROUP INC

-2.57%

Shares13.9K

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

17.00%

Shares29.4K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

2.51%

Shares3.1K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

5.04%

Shares28.2K

Event2026-06-30

Filed2026-07-27

PCG

PG&E CORP

-6.40%

Shares95.6K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

44.36%

Shares4.6K

Event2026-06-30

Filed2026-07-27

BIL

SPDR SERIES TRUST

4.58%

Shares17.2K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

20.40%

Shares13.2K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

1.03%

Shares1.9K

Event2026-06-30

Filed2026-07-27

BAI

BLACKROCK ETF TRUST

New

Shares26.0K

Event2026-06-30

Filed2026-07-27

MSCI

MSCI INC

-6.34%

Shares2.4K

Event2026-06-30

Filed2026-07-27

ILMN

ILLUMINA INC

-36.78%

Shares7.6K

Event2026-06-30

Filed2026-07-27

FDS

FACTSET RESH SYS INC

-5.27%

Shares5.8K

Event2026-06-30

Filed2026-07-27

ENTG

ENTEGRIS INC

-12.78%

Shares7.3K

Event2026-06-30

Filed2026-07-27

AJG

GALLAGHER ARTHUR J & CO

-0.70%

Shares5.7K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

6.28%

Shares3.5K

Event2026-06-30

Filed2026-07-27

BIPC

BROOKFIELD INFRASTRUCTURE CO

-21.50%

Shares33.2K

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC

New

Shares5.7K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares5.6K

Event2026-06-30

Filed2026-07-27

ROUNDHILL ETF TRUST

New

Shares16.4K

Event2026-06-30

Filed2026-07-27

NKE

NIKE INC

-1.49%

Shares29.5K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

-9.12%

Shares10.0K

Event2026-06-30

Filed2026-07-27

FREEPORT MCMORAN INC

-50.83%

Shares18.0K

Event2026-06-30

Filed2026-07-27

URI

UNITED RENTALS INC

14.06%

Shares990

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

11.49%

Shares1.5K

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

0.28%

Shares7.2K

Event2026-06-30

Filed2026-07-27

SYF

SYNCHRONY FINANCIAL

-1.57%

Shares14.3K

Event2026-06-30

Filed2026-07-27

BRO

BROWN & BROWN INC

-25.11%

Shares16.9K

Event2026-06-30

Filed2026-07-27

PARKER-HANNIFIN CORP

-13.98%

Shares1.1K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

40.94%

Shares4.3K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

4.63%

Shares9.5K

Event2026-06-30

Filed2026-07-27

AMERIPRISE FINL INC

-9.48%

Shares2.3K

Event2026-06-30

Filed2026-07-27

LPLA

LPL FINL HLDGS INC

-19.57%

Shares3.7K

Event2026-06-30

Filed2026-07-27

HYATT HOTELS CORP

-7.60%

Shares5.4K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares4.9K

Event2026-06-30

Filed2026-07-27

ONEQ

FIDELITY COMWLTH TR

0.02%

Shares10.0K

Event2026-06-30

Filed2026-07-27

WDAY

WORKDAY INC

-3.93%

Shares8.4K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

70.95%

Shares506

Event2026-06-30

Filed2026-07-27

VEEV

VEEVA SYS INC

-8.13%

Shares5.6K

Event2026-06-30

Filed2026-07-27

SNOWFLAKE INC

0.62%

Shares3.9K

Event2026-06-30

Filed2026-07-27

ISHARES TR

New

Shares9.9K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

112.06%

Shares967

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

-18.48%

Shares12.4K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

26.01%

Shares2.6K

Event2026-06-30

Filed2026-07-27

LIBERTY MEDIA CORP DEL

-12.63%

Shares9.4K

Event2026-06-30

Filed2026-07-27

LEN

LENNAR CORP

-23.64%

Shares9.8K

Event2026-06-30

Filed2026-07-27

CORTEVA INC

-5.01%

Shares10.4K

Event2026-06-30

Filed2026-07-27

IDEXX LABS INC

-8.30%

Shares1.7K

Event2026-06-30

Filed2026-07-27

SEAGATE TECHNOLOGY HLDNGS PL

11.60%

Shares904

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

12.75%

Shares2.6K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

New

Shares724

Event2026-06-30

Filed2026-07-27

ISHARES TR

-1.16%

Shares1.1K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

12.23%

Shares5.8K

Event2026-06-30

Filed2026-07-27

BAM

BROOKFIELD ASSET MANAGMT LTD

11.80%

Shares17.5K

Event2026-06-30

Filed2026-07-27

MCO

MOODYS CORP

45.90%

Shares1.7K

Event2026-06-30

Filed2026-07-27

ROP

ROPER TECHNOLOGIES INC

-26.50%

Shares2.2K

Event2026-06-30

Filed2026-07-27

IWV

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

FAST

FASTENAL CO

-17.79%

Shares14.8K

Event2026-06-30

Filed2026-07-27

EDWARDS LIFESCIENCES CORP

67.14%

Shares7.8K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

-8.88%

Shares5.5K

Event2026-06-30

Filed2026-07-27

JQUA

J P MORGAN EXCHANGE TRADED F

-3.81%

Shares9.7K

Event2026-06-30

Filed2026-07-27

SPSM

SPDR SERIES TRUST

-0.93%

Shares12.1K

Event2026-06-30

Filed2026-07-27

FICO

FAIR ISAAC CORP

-32.13%

Shares583

Event2026-06-30

Filed2026-07-27

SNDK

SANDISK CORP

New

Shares301

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares11.5K

Event2026-06-30

Filed2026-07-27

TYL

TYLER TECHNOLOGIES INC

-5.87%

Shares2.3K

Event2026-06-30

Filed2026-07-27

SUNB

SUNBELT RENTALS HOLDINGS INC

-2.84%

Shares8.5K

Event2026-06-30

Filed2026-07-27

ARES MANAGEMENT CORPORATION

-4.68%

Shares5.7K

Event2026-06-30

Filed2026-07-27

PVAL

PUTNAM ETF TRUST

17.92%

Shares12.2K

Event2026-06-30

Filed2026-07-27

PRM

PERIMETER SOLUTIONS INC

-6.65%

Shares17.4K

Event2026-06-30

Filed2026-07-27

ALL

ALLSTATE CORP

19.36%

Shares2.6K

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

PTF

INVESCO EXCHANGE TRADED FD T

New

Shares4.3K

Event2026-06-30

Filed2026-07-27

AME

AMETEK INC

-21.15%

Shares2.3K

Event2026-06-30

Filed2026-07-27

STRL

STERLING INFRASTRUCTURE INC

New

Shares651

Event2026-06-30

Filed2026-07-27

KMI

KINDER MORGAN INC DEL

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-27

MUFG

MITSUBISHI UFJ FINANCIAL GRO

-19.59%

Shares27.0K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

-72.67%

Shares1.3K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-27

NOC

NORTHROP GRUMMAN CORP

152.31%

Shares1.0K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-27

WELL

WELLTOWER INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

MDYG

SPDR SERIES TRUST

-4.10%

Shares4.5K

Event2026-06-30

Filed2026-07-27

QUANTA SVCS INC

New

Shares691

Event2026-06-30

Filed2026-07-27

FND

FLOOR & DECOR HLDGS INC

-38.15%

Shares8.3K

Event2026-06-30

Filed2026-07-27

TOST

TOAST INC

70.41%

Shares17.6K

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

88.26%

Shares5.3K

Event2026-06-30

Filed2026-07-27

ARCH CAP GROUP LTD

-12.32%

Shares5.0K

Event2026-06-30

Filed2026-07-27

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-27

ITA

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

LSGR

NATIXIS ETF TRUST II

3.80%

Shares11.5K

Event2026-06-30

Filed2026-07-27

WAT

WATERS CORP

-74.63%

Shares1.3K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

24.40%

Shares2.6K

Event2026-06-30

Filed2026-07-27

SONY

SONY GROUP CORP

-19.67%

Shares23.7K

Event2026-06-30

Filed2026-07-27

GOVT

ISHARES TR

-6.28%

Shares20.8K

Event2026-06-30

Filed2026-07-27

LUV

SOUTHWEST AIRLS CO

25.92%

Shares9.1K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

-89.13%

Shares2.5K

Event2026-06-30

Filed2026-07-27

QGRO

AMERICAN CENTY ETF TR

-4.46%

Shares3.9K

Event2026-06-30

Filed2026-07-27

PGR

PROGRESSIVE CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

39.23%

Shares13.5K

Event2026-06-30

Filed2026-07-27

GENERAL MTRS CO

12.70%

Shares5.9K

Event2026-06-30

Filed2026-07-27

CDNS

CADENCE DESIGN SYSTEM INC

8.01%

Shares1.2K

Event2026-06-30

Filed2026-07-27

WDC

WESTERN DIGITAL CORP

New

Shares698

Event2026-06-30

Filed2026-07-27

CLS

CELESTICA INC

-30.36%

Shares1.2K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

New

Shares869

Event2026-06-30

Filed2026-07-27

CSGP

COSTAR GROUP INC

-32.83%

Shares15.3K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

13.02%

Shares4.9K

Event2026-06-30

Filed2026-07-27

LUMENTUM HLDGS INC

New

Shares502

Event2026-06-30

Filed2026-07-27

SPMB

SPDR SERIES TRUST

-6.29%

Shares19.3K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

-16.55%

Shares1.2K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

-8.74%

Shares2.5K

Event2026-06-30

Filed2026-07-27

MDYV

SPDR SERIES TRUST

-3.79%

Shares4.4K

Event2026-06-30

Filed2026-07-27

USB

US BANCORP

-18.73%

Shares6.9K

Event2026-06-30

Filed2026-07-27

PLD

PROLOGIS INC.

14.80%

Shares3.1K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

New

Shares5.7K

Event2026-06-30

Filed2026-07-27

S&P GLOBAL INC

20.02%

Shares1.0K

Event2026-06-30

Filed2026-07-27

BEPC

BROOKFIELD RENEWABLE CORP

-38.39%

Shares10.9K

Event2026-06-30

Filed2026-07-27

TDY

TELEDYNE TECHNOLOGIES INC

-17.74%

Shares598

Event2026-06-30

Filed2026-07-27

SLYG

SPDR SERIES TRUST

-3.49%

Shares3.3K

Event2026-06-30

Filed2026-07-27

HWM

HOWMET AEROSPACE INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

-5.20%

Shares2.5K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

-3.35%

Shares16.0K

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

-3.66%

Shares3.5K

Event2026-06-30

Filed2026-07-27

ECL

ECOLAB INC

-17.42%

Shares1.4K

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS

19.93%

Shares3.6K

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC

New

Shares867

Event2026-06-30

Filed2026-07-27

APH

AMPHENOL CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-27

MICROCHIP TECHNOLOGY INC.

-14.78%

Shares4.0K

Event2026-06-30

Filed2026-07-27

ROST

ROSS STORES INC

-26.42%

Shares1.7K

Event2026-06-30

Filed2026-07-27

IYW

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

MPWR

MONOLITHIC PWR SYS INC

New

Shares257

Event2026-06-30

Filed2026-07-27

XEL

XCEL ENERGY INC

-19.54%

Shares4.4K

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC

-8.18%

Shares4.8K

Event2026-06-30

Filed2026-07-27

CPRT

COPART INC

-77.71%

Shares12.1K

Event2026-06-30

Filed2026-07-27

CIEN

CIENA CORP

New

Shares693

Event2026-06-30

Filed2026-07-27

WCN

WASTE CONNECTIONS INC

-27.33%

Shares2.0K

Event2026-06-30

Filed2026-07-27

TTE

TOTALENERGIES SE

-9.96%

Shares4.3K

Event2026-06-30

Filed2026-07-27

FWONA

LIBERTY MEDIA CORP DEL

-19.61%

Shares3.8K

Event2026-06-30

Filed2026-07-27

SNPS

SYNOPSYS INC

-14.27%

Shares745

Event2026-06-30

Filed2026-07-27

FIX

COMFORT SYS USA INC

New

Shares167

Event2026-06-30

Filed2026-07-27

NRG

NRG ENERGY INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-27

VLO

VALERO ENERGY CORP

29.71%

Shares1.3K

Event2026-06-30

Filed2026-07-27

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-27

LHX

L3HARRIS TECHNOLOGIES INC

-86.24%

Shares1.1K

Event2026-06-30

Filed2026-07-27

LLYVK

LIBERTY LIVE HOLDINGS INC

-5.56%

Shares3.0K

Event2026-06-30

Filed2026-07-27

SHYG

ISHARES TR

-5.98%

Shares7.4K

Event2026-06-30

Filed2026-07-27

AIS

TIDAL TRUST III

New

Shares3.7K

Event2026-06-30

Filed2026-07-27

DGRW

WISDOMTREE TR

-2.59%

Shares3.2K

Event2026-06-30

Filed2026-07-27

PHM

PULTE GROUP INC

29.50%

Shares2.2K

Event2026-06-30

Filed2026-07-27

APPFOLIO INC

-8.78%

Shares1.9K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

-7.27%

Shares5.5K

Event2026-06-30

Filed2026-07-27

ENLT

ENLIGHT RENEWABLE ENERGY LTD

New

Shares3.3K

Event2026-06-30

Filed2026-07-27

TPR

TAPESTRY INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

MLPX

GLOBAL X FDS

New

Shares3.9K

Event2026-06-30

Filed2026-07-27

MSI

MOTOROLA SOLUTIONS INC

-15.11%

Shares691

Event2026-06-30

Filed2026-07-27

RONB

BARON ETF TR

12.49%

Shares11.6K

Event2026-06-30

Filed2026-07-27

FABRINET

0.00%

Shares500

Event2026-06-30

Filed2026-07-27

FDX

FEDEX CORP

-7.32%

Shares886

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

-29.48%

Shares744

Event2026-06-30

Filed2026-07-27

YUMC

YUM CHINA HLDGS INC

-57.24%

Shares6.7K

Event2026-06-30

Filed2026-07-27

OSK

OSHKOSH CORP

-15.53%

Shares1.7K

Event2026-06-30

Filed2026-07-27

VRSK

VERISK ANALYTICS INC

-22.05%

Shares1.5K

Event2026-06-30

Filed2026-07-27

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-27

INGERSOLL RAND INC

18.23%

Shares3.2K

Event2026-06-30

Filed2026-07-27

UCTT

ULTRA CLEAN HLDGS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-27

FLEX

FLEX LTD

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

-21.48%

Shares3.2K

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

New

Shares9.0K

Event2026-06-30

Filed2026-07-27

ADOBE INC

-18.62%

Shares1.3K

Event2026-06-30

Filed2026-07-27

VRT

VERTIV HOLDINGS CO

New

Shares764

Event2026-06-30

Filed2026-07-27

MCK

MCKESSON CORP

-11.38%

Shares335

Event2026-06-30

Filed2026-07-27

AIG

AMERICAN INTL GROUP INC

-27.97%

Shares3.3K

Event2026-06-30

Filed2026-07-27

RPM

RPM INTL INC

-29.47%

Shares2.2K

Event2026-06-30

Filed2026-07-27

SPTL

SPDR SERIES TRUST

-5.93%

Shares9.3K

Event2026-06-30

Filed2026-07-27

ALC

ALCON AG

-23.32%

Shares3.6K

Event2026-06-30

Filed2026-07-27

LGND

LIGAND PHARMACEUTICALS INC

New

Shares767

Event2026-06-30

Filed2026-07-27

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC

-18.60%

Shares3.0K

Event2026-06-30

Filed2026-07-27

CFR

CULLEN FROST BANKERS INC

-27.83%

Shares1.5K

Event2026-06-30

Filed2026-07-27

ETR

ENTERGY CORP NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

3.88%

Shares3.1K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

-21.08%

Shares1.0K

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

AWK

AMERICAN WTR WKS CO INC NEW

-29.96%

Shares1.7K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

-32.18%

Shares5.2K

Event2026-06-30

Filed2026-07-27

CME

CME GROUP INC

New

Shares996

Event2026-06-30

Filed2026-07-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares4.4K

Event2026-06-30

Filed2026-07-27

AGX

ARGAN INC

New

Shares268

Event2026-06-30

Filed2026-07-27

UMC

UNITED MICROELECTRONICS CORP

New

Shares7.7K

Event2026-06-30

Filed2026-07-27

AEM

AGNICO EAGLE MINES LTD

-21.73%

Shares1.3K

Event2026-06-30

Filed2026-07-27

SKYX

SKYX PLATFORMS CORP

-49.26%

Shares103.0K

Event2026-06-30

Filed2026-07-27

UWMC

UWM HOLDINGS CORPORATION

-20.82%

Shares23.8K

Event2026-06-30

Filed2026-07-27

HMR

HEIDMAR MARITIME HLDGS CORP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

CRM Call CallSALESFORCE INC100 sharesnew addition2026-06-302026-07-27

CRM Call

SALESFORCE INC

New

Shares100

Event2026-06-30

Filed2026-07-27

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T3.1K sharesnew addition2026-06-302026-07-27

AAPL Put PutAPPLE INC3.4K sharesnew addition2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares3.1K

Event2026-06-30

Filed2026-07-27

AAPL Put

APPLE INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-27